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Nonprofiteer
← SOUTH SHORE ELDER SERVICES INC

Form 990 for tax year 2023

Filed by SOUTH SHORE ELDER SERVICES INC.

Totals

Total revenue
$43,906,303
Total expenses
$46,195,459
Contributions and grants received
$232,699
Grants paid
$28,842,573
Program service revenue
$43,632,135
Investment income
$41,469
Other revenue
$0
Total assets, end of year
$20,025,245
Total liabilities, end of year
$18,117,252
Net assets or fund balances, end of year
$1,907,993
Program services expenses (Part IX)
$42,341,453
Management and general expenses
$3,854,006
Fundraising expenses
$0
Program service expenses (Part III)
$42,341,453

Program services were 91.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $232,699

  • 2a · Program service revenue: FEDERAL AND STATE GRANTS

    total $23,277,687 · related or exempt $23,277,687

  • 2b · Program service revenue: SCO AND OTHER PROGRAMS

    total $19,805,580 · related or exempt $19,805,580

  • 2c · Program service revenue: CLIENT FEES

    total $548,868 · related or exempt $548,868

  • 3 · Investment income

    total $41,469 · excluded $41,469

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $324,601 · program services $324,601

  • 2 · Grants to domestic individuals

    total $28,517,972 · program services $28,517,972

  • 7 · Other salaries and wages

    total $11,165,641 · program services $9,037,610 · management and general $2,128,031

  • 9 · Other employee benefits

    total $1,973,244 · program services $1,522,559 · management and general $450,685

  • 10 · Payroll taxes

    total $779,008 · program services $618,458 · management and general $160,550

  • 11b · Fees: legal

    total $64,000 · management and general $64,000

  • 11c · Fees: accounting

    total $64,000 · management and general $64,000

  • 13 · Office expenses

    total $173,524 · program services $150,350 · management and general $23,174

  • 14 · Information technology

    total $259,918 · program services $100,330 · management and general $159,588

  • 16 · Occupancy

    total $1,109,033 · program services $797,725 · management and general $311,308

  • 17 · Travel

    total $144,132 · program services $143,857 · management and general $275

  • 22 · Depreciation, depletion and amortization

    total $239,645 · management and general $239,645

  • 23 · Insurance

    total $17,317 · management and general $17,317

  • 24a · Other expenses: SUPPORT SERVICES

    total $762,362 · program services $651,707 · management and general $110,655

  • 24b · Other expenses: OTHER

    total $601,062 · program services $476,284 · management and general $124,778

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,095,566 · end of year $2,843,878

  • 4 · Accounts receivable

    beginning of year $9,778,169 · end of year $11,321,405

  • 9 · Prepaid expenses and deferred charges

    beginning of year $389,533 · end of year $390,966

  • 10a · Land, buildings and equipment: cost or other basis

    $1,452,595

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,154,912

  • 10c · Land, buildings and equipment, net

    beginning of year $512,280 · end of year $297,683

  • 15 · Other assets

    beginning of year $5,838,370 · end of year $5,171,313

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,781,582 · end of year $12,647,461

  • 19 · Deferred revenue

    beginning of year $93,327

  • 25 · Other liabilities

    beginning of year $6,103,105 · end of year $5,469,791

  • 27 · Net assets without donor restrictions

    beginning of year $5,615,791 · end of year $1,885,087

  • 28 · Net assets with donor restrictions

    beginning of year $20,113 · end of year $22,906

Mission and programs · 2023

Mission

PROVIDES HOME CARE SERVICES, REFERRALS, AND ADVOCACY TO THE ELDERLY POPULATION OF SOUTH SHORE MASSACHUSETTS.

  • STATE HOMECARE AND ENHANCED SERVICES:PROVIDES HOMECARE AIDES TO ASSIST SENIOR CITIZENS WITH HOME CARE, MEALS, PERSONAL CARE, ETC. PROVIDES AN OPPORTUNITY FOR INDEPENDENCE.

    Expenses $17,363,633 · Grants $12,356,434 · Revenue $18,757,259

  • SENIOR CARE OPTIONS: SSES CONTRACTS WITH SENIOR CARE OPTIONS (SCO) ORGANIZATIONS TO PROVIDE CASE MANAGEMENT SERVICES AND PURCHASED SERVICES TO SCO CLIENTS ON A FEE FOR SERVICE BASIS OR ON A UNIT BASIS.

    Expenses $18,830,331 · Grants $16,140,577 · Revenue $19,694,887

  • NUTRITION AND SUPPORT: NUTRITION, ADMINISTRATION, SUBGRANTS AND SUPPORT GROUPS PROVIDE SENIOR CITIZEN SERVICES THROUGH NUTRITION SITES, HOME-DELIVERED MEALS, CAREGIVER ASSISTANCE AND HOME AIDES.

    Expenses $3,432,379 · Grants $324,601 · Revenue $2,421,984

  • PROTECTIVE SERVICES: PROVIDES PROTECTIVE SERVICES FOR ELDERS WHO ARE SUBJECTS OF ABUSE OR NEGLECT.

    Expenses $1,654,710 · Grants $3,766 · Revenue $1,925,388

  • OTHER PROGRAMS FOR THE ELDERLY

    Expenses $1,060,400 · Grants $17,195 · Revenue $832,617

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John Fleming

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Elaine Pepe

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Susan Wright

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Lucille Barton

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Philip Auglis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cindy King-Frode

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jane Hendrickson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Ann Merrigan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Janet Risko

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sandra Lindsey

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $411,152
    From this org
    $390,941
    From related orgs
    $0
    Other
    $20,211
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $390,941
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $20,211
    Filer's total
    $411,152

  • Mark Miller

    CHIEF TRANSFORMATION OFFICER

    Total calculated
    $171,028
    From this org
    $170,267
    From related orgs
    $0
    Other
    $761
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $170,267
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $761
    Filer's total
    $171,028

  • Susan Lambropoulos

    HR DIRECTOR

    Total calculated
    $200,122
    From this org
    $180,994
    From related orgs
    $0
    Other
    $19,128
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $180,994
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,128
    Filer's total
    $200,122

  • Wren Meyers

    CHIEF STRATEGY OFFICER

    Total calculated
    $150,984
    From this org
    $141,176
    From related orgs
    $0
    Other
    $9,808
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $141,176
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,808
    Filer's total
    $150,984

  • Betty Maxwell

    DIRECTOR OF CLINICAL PRACTICE

    Total calculated
    $138,150
    From this org
    $128,342
    From related orgs
    $0
    Other
    $9,808
    Hours/week
    35

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
4 April 2025
IRS schema version
2023v6.0
Source object
202510949349300446

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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