Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 2,688,030 | 4,549,732 | 6,066,722 | 14,147,920 | 17,859,474 | 45,311,878 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 2,688,030 | 4,549,732 | 6,066,722 | 14,147,920 | 17,859,474 | 45,311,878 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 2,412,540 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 42,899,338 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 2,688,030 | 4,549,732 | 6,066,722 | 14,147,920 | 17,859,474 | 45,311,878 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 96,150 | 138,013 | 53,539 | 68,000 | 223,619 | 579,321 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 78,538 | 23,841 | 51,972 | 30,910 | 185,261 | |
| 11 | Total support. Add lines 7 through 10 | 46,076,460 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| PART II, LINE 10 | MISCELLANEOUS 51,981 FUNDRAISING REVENUE 133,280 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE MISSION OF SENIOR SERVICES, INC. IS TO HELP OLDER ADULTS REMAIN AT HOME AS LONG AS POSSIBLE AND TO HELP THEM LIVE WITH DIGNITY. WITH CONCERN FOR THOSE WHO CARE FOR SENIOR ADULTS, WE ALSO HELP CAREGIVERS THROUGH SERVICES AND EDUCATION THAT WILL BENEFIT THEM. INDIVIDUALS WHO CANNOT AFFORD TO PAY FOR SERVICES ARE OF SPECIAL CONCERN TO SENIOR SERVICES AND RECEIVE ASSISTANCE TO EVERY EXTENT POSSIBLE THROUGH PHILANTHROPIC CONTRIBUTIONS AND AVAILABLE PUBLIC FUNDS. |
| FORM 990, PAGE 2, PART III, LINE 4D | LIVING AT HOME: 229 HIGH RISK ELDERS WERE ABLE TO REMAIN LIVING AT HOME THROUGH SPECIALIZED PACKAGES OF SERVICES COORDINATED BY NURSES AND SOCIAL WORKERS OF SENIOR SERVICES. THIS "NURSING HOME WITHOUT WALLS" APPROACH IS LESS EXPENSIVE AND PREFERRED BY SENIORS. AN ESTIMATED 357,505 IN-HOME SERVICE HOURS AND 39,957 BATHS WERE ARRANGED FOR BY OUR CASE MANAGERS AND PROVIDED INDIRECTLY AS A RESULT OF THIS MEDICAID PROGRAM. HELPLINE: THE HELPLINE IS STAFFED WITH AGING RESOURCE SPECIALISTS WHO PROVIDE INFORMATION, REFERRALS AND OPTIONS COUNSELING TO SENIORS AND THEIR CAREGIVERS ON A VARIETY OF AGING TOPICS SUCH AS IN-HOME SERVICE, HOUSING OPTIONS, COMMUNITY RESOURCES, AND LONG-TERM PLANNING. SPECIALISTS IN AGING ANSWERED 13,300 INFORMATION AND ASSISTANCE QUESTIONS OF SENIORS OR FAMILY CAREGIVERS. SENIOR LUNCH: 12,216 HOT LUNCHES WERE SERVED TO 160 OLDER ADULTS AT FOUR CONGREGATE NUTRITION SITES IN FORSYTH COUNTY. IN ADDITION TO LUNCH, PARTICIPANTS BENEFITTED FROM INFORMATIONAL AND ENTERTAINING PROGRAMS AND REGULAR SOCIALIZATION. CREATIVE CONNECTIONS: 307 OLDER ADULTS WERE SERVED IN CREATIVE CONNECTIONS AND MEMORY CONNECTIONS WITH 184 NEW ENROLLEES. OLDER ADULTS PARTICIPATED IN 3,966 ACTIVITIES. ELDER CARE CHOICES OF SENIOR SERVICES IS A TELEPHONE-BASED REFERRAL AND CONSULTATION SERVICE FOR EMPLOYEES OF CONTRACTING COMPANIES. THE SERVICE IS DESIGNED TO SAVE EMPLOYEES TIME IN IDENTIFYING AND LOCATING APPROPRIATE RESOURCES TO HELP IN THEIR CAREGIVING NEEDS. PCORI STANDS FOR PATIENT-CENTERED OUTCOMES RESEARCH INSTITUTE IS AN INITIATIVE THAT HELPS PATIENTS, THEIR FAMILIES, AND CLINICIANS NAVIGATE THE HEALTH CARE SYSTEM BY GUIDING THEM TO TRUST WORTHY INFORMATION TO AIDE IN THE TREATMENT PROCESS. SENIOR SERVICES IS PARTICIPATING IN THE D-CARE RESEARCH STUDY LOOKING AT HOW ACCESS TO RESOURCES, PLANNING, AND COMMUNITY-BASED ORGANIZATIONS CAN ASSIST FAMILIES NAVIGATING A DEMENTIA DIAGNOSIS. FAMILY CARE GIVER SUPPORT- THIS PROGRAM PROVIDES SUPPORT AND INFORMATION TO CAREGIVERS THAT ARE PROVIDING CARE TO A SENIOR ADULT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION'S PROCESS TO REVIEW SENIOR SERVICES INC.'S FORM 990 IS COMPLETED BY THE ORGANIZATION'S EXTERNAL AUDITORS WITH ASSISTANCE AND REVIEW BY THE ORGANIZATION'S CEO & PRESIDENT AND FINANCE DIRECTOR. THE FINAL DRAFT IS DELIVERED TO SENIOR SERVICES FOR REVIEW AND APPROVAL BY MANAGEMENT AND THE AUDIT COMMITTEE FOLLOWING THE REVIEW OF THE ANNUAL AUDIT. AFTER THE 990 IS FINALIZED, THE ENTIRE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE FULL FINAL FORM 990, EXCLUDING SCHEDULE B (TO PROTECT DONOR CONFIDENTIALITY), WHICH WILL BE DISTRIBUTED EITHER BY SECURE EMAIL OR AT THE EARLIEST MEETING WITH THE FULL BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ENFORCEMENT OF CONFLICTS POLICY ON AN ANNUAL BASIS, ALL OFFICERS AND DIRECTORS, PRESIDENT AND CEO AND EMPLOYEES WILL MAKE A WRITTEN DISCLOSURE TO THE CHIEF OPERATING OFFICER, PRESIDENT AND CEO AND THE CHAIR OF THE BOARD OF ALL POTENTIAL CONFLICTS OF INTEREST. THE ACCOUNTING DEPARTMENT PREPARES AND DISTRIBUTES A LIST OF VENDORS WITH WHOM THE ORGANIZATION HAS TRANSACTED BUSINESS WITH AT ANY TIME DURING THE PRECEDING YEAR ALONG WITH A COPY OF THE DISCLOSURE STATEMENT. THE CHIEF OPERATING OFFICER WILL REVIEW AND APPROVE THE LIST OF VENDORS PRIOR TO DISTRIBUTION. THE CHIEF OPERATING OFFICER WILL REVIEW ALL DISCLOSURE STATEMENTS COMPLETED BY EMPLOYEES AND THE CHAIR OF THE BOARD WILL REVIEW ALL DISCLOSURE STATEMENTS COMPLETED BY DIRECTORS AND THE PRESIDENT AND CEO AND DETERMINE APPROPRIATE RESOLUTION IN ACCORDANCE WITH THE PROCEDURE IN THE FISCAL OPERATING POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION PROCESS FOR TOP OFFICIAL- PRIOR TO THE ANNUAL PERFORMANCE REVIEW, THE PRESIDENT AND CEO PROVIDES A WRITTEN OVERVIEW OF THE KEY EVENTS, ACTIONS AND ACCOMPLISHMENTS OF SENIOR SERVICES DURING THE PREVIOUS YEAR TO THE EXECUTIVE COMPENSATION COMMITTEE. THE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, CHAIR ELECT, IMMEDIATE PAST CHAIR, AND THE TREASURER OF THE BOARD OF DIRECTORS. IN ESTABLISHING A RECOMMENDATION FOR COMPENSATION, THE COMMITTEE REVIEWS COMPENSATION COMPARABILITY FACTORS OBTAINED FROM THE IRS FORM 990 OF SIMILAR LOCAL NONPROFIT ORGANIZATIONS AND OR CREDIBLE SALARY SURVEY DATA AS WELL AS THE PRESIDENT AND CEO'S WRITTEN OVERVIEW. THIS ACTION WILL BE RECORDED AND DOCUMENTATION PLACED IN THE PRESIDENT AND CEO'S PERSONNEL FILE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION- THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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| Software Version: |