2023-10-13T10:33:38-05:00 2022-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2022-01-01 310832354 Clermont Senior Services Inc CLER 5137241255 2085 James E Sauls Sr Dr Batavia OH 45103 William DeHass Chief Executive Officer 5137241255 2023-10-11 1 William DeHass 999009999 0 Paula Hume P00537516 5132418313 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z William DeHass 2085 James E Sauls Sr Dr Batavia OH 45103 7081310 0 X www.clermontseniors.com X 1973 OH To offer a broad range of community based and Home-Care Services designed to enable older adults to remain independent and active by living healthy lives. 16 16 114 325 0 0 6481276 6483752 508510 470732 90944 36078 9650 80384 7090380 7070946 0 0 0 0 4093798 4080169 0 0 19847 2716880 2808249 6810678 6888418 279702 182528 11556717 11567656 1289174 1207448 10267543 10360208 X To offer a broad range of community based and Home-Care Services designed to enable older adults to remain independent and active by living healthy lives. 0 0 1230054 187723 Home Care Services - To provide in-home personal care, home management, house cleaning, and strengthening the functioning of individuals. 1568046 106593 Transportation - Providing transportation for medical personnel, and senior friendship and social center activities. 1009965 176416 Case Management - Provide social worker services to assess seniors needs and help them to find the services needed to keep them healthy and to remain independent in their homes. 2293419 Nutrition - Meals on wheels program delivering hot meals five days a week to the aged and home bound includes congregate meals programs providing activities and trips. Adult Day Care - Provides a safe place for seniors to go and remain active while giving their caregivers respite. Lifelong Learning - Provides learning activities for more active seniors and is the gateway to other services. Volunteer Services - Coordinates volunteers to help serve all of the seniors needs. Home Repair - Provides minor home repairs and modifications to help the seniors remain in a safe living condition. 2293419 6101484 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 42 0 1 114 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X Angelina Burton 5137241255 2085 James E Sauls Sr Drive Batavia OH 45103 Chris Wick Trustee 0.25 X 0 0 0 Greg Von Holle Trustee 0.25 X 0 0 0 John Crowley Trustee 0.25 X 0 0 0 Keith Kral Trustee 0.25 X 0 0 0 Shawn Caldwell Trustee 0.25 X 0 0 0 Shawn Gupta Trustee 0.25 X 0 0 0 Gloria Noday Trustee 0.25 X 0 0 0 JoAnne Gilliam Secretary 0.25 X X 0 0 0 Susan Hakel Trustee 0.25 X 0 0 0 Janice Scheid Trustee 0.25 X 0 0 0 Stephanie Granitz Treasurer 0.25 X X 0 0 0 Andrew McAfee - Start 042022 Trustee 0.25 X 0 0 0 Jason Dugle - Start 042022 Trustee 0.25 X 0 0 0 Sandra Hugueley - Start 042022 Trustee 0.25 X 0 0 0 Bob Hobson Co-Chair 0.25 X X 0 0 0 Lisa Jackson Co-Chair 0.25 X X 0 0 0 William DeHass -COO to 1022 Chief Executive Officer 40.00 7.00 X 106442 0 6022 Cindy Gramke - Exit 102022 Chief Executive Officer 40.00 X 225168 0 12609 Angelina Burton - Start 102022 Chief Financial Officer 40.00 7.00 X 74719 0 484 406329 0 19115 2 0 1 0 Margaret Callahan 7275 Woodcroft Drive Cincinnati OH 45230 Housing Management Fees 164029 1 32073 23388 6282649 145642 63795 6483752 Housing management fee 900099 176416 176416 Customer cost share 900099 175243 175243 Passport Revenue 900099 106593 106593 Rent & contracted serv 900099 12480 12480 470732 38729 38729 28 2679 0 -2679 28 -2651 -2651 10276 23388 7685 2591 2591 Insurance proceeds 900099 77338 77338 Miscellaneous Income 900099 455 455 77793 7070946 470732 0 116462 425444 373585 50066 1793 2665381 2335379 318647 11355 116449 106999 9070 380 603342 554377 46995 1970 269553 243358 25159 1036 5525 5525 50800 34334 16191 275 4154 987 3161 6 12062 12062 612574 612574 73729 67888 5554 287 193101 180339 12211 551 359679 358960 540 179 16763 14251 2512 31803 31063 674 66 293428 283869 8831 728 59684 55347 4074 263 Miscellaneous 319019 75784 242799 436 Meals 299374 299374 Housing Management 149298 149298 Home Repair 147139 147139 180117 171054 8541 522 6888418 6101484 767087 19847 3222219 3214605 229914 307050 64447 250673 5620548 2759276 3074697 2861272 384333 314826 4581107 4579557 0 39673 11556717 11567656 406811 427318 882363 740457 0 39673 1289174 1207448 X 10218249 10360208 49294 0 10267543 10360208 11556717 11567656 182528 -89863 0 X X 0 1 X 1 1 1 X 393463 488309 1160428 1032702 1006907 4081809 6983526 6765901 6710420 5448547 5476845 31385239 7376989 7254210 7870848 6481249 6483752 35467048 35467048 42659 200340 73638 20633 38729 375999 2503 1605 1393 5501 35848548 2246002 0.98940 0.98490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 4153 0 0 0 4153 0 Part II-B, Line 1: Net proceeds from Senior Expo granted to Citizens for Elderly Services for future levy campaign expenses. 155000 155000 3649917 1145307 2504610 383990 322650 61340 1431641 1291319 140322 2861272 US Government Agency Fund 4579557 F 4579557 Operating Lease Liability 39673 39673 X 6976706 -89863 7685 -82178 7058884 12062 12062 7070946 6884041 7685 7685 6876356 12062 12062 6888418 Part X, Line 2: The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar provision of Ohio Law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization's IRS Form 990 is subject to review and examination by Federal and State authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements. Part XI, Line 2d - Other Adjustments: Fundraising Expenses 7,685. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 7,685. Flight Night 33664 23388 10276 2485 3662 1538 33664 23388 10276 2485 3662 1538 7685 2591 X 0 0 0 0 0 0 0 0 0 Cindy Gramke - Exit 102022 Chief Executive Officer 225168 0 0 0 0 0 10848 0 1761 0 237777 0 0 0 X Adopt a senior 50 63795 FMV 0 0 0 0 Form 990, Part VI, Section A, line 4 Bylaws amended 01/2023 Form 990, Part VI, Section B, line 11b A copy of the 990 was provided to the board prior to filing. Form 990, Part VI, Section B, line 12c The Board is annually required to sign a conflict of interest policy statement. Form 990, Part VI, Section B, line 15 Compensation of officers and key employees is decided upon by the board based on the ERA data-survey results. Form 990, Part VI, Section C, line 19 The organization's governing documents are available on the Ohio Secretary of State's website. The annual report, 990 and audit are available on GuideStar. Certain financial information is available on the organization's website or by request. Form 990, Part XII, Line 2c: No changes in process from the prior year. O'Bannon Terrace of Goshen 6716 State Route 132 Goshen OH 45122 311455575 Affordable Housing for Elderly OH 501(c)(3) Line 10 0 Steamboat Trails of New Richmond 1221 Bethel-New Richmond Road New Richmond OH 45157 311637710 Affordable Housing for Elderly OH 501(c)(3) Line 10 0 Lytle Trace of Williamsburg 299 Lytle Avenue Williamsburg OH 45176 311709511 Affordable Housing for Elderly OH 501(c)(3) Line 10 0 Garrison Place of Felicity 1000 Elm Street Felicity OH 45120 200603765 Affordable Housing for Elderly OH 501(c)(3) Line 10 0 The Crossings of Amelia 58 Amelia-Olive Branch Road Amelia OH 45102 202017058 Affordable Housing for Elderly OH 501(c)(3) Line 10 0 Summerside Woods of Union Township 4584 Summerside Road Cincinnati OH 45244 261913033 Affordable Housing for Elderly OH 501(c)(3) Line 10 0 Dimmitt Woods of Batavia 611 College Drive Batavia OH 45103 273572547 Affordable Housing for Elderly OH 501(c)(3) Line 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0