2024-10-31T15:20:36-05:00 2023-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2023-01-01 310832354 Clermont Senior Services Inc CLER 5137241255 2085 James E Sauls Sr Dr Batavia OH 45103 William DeHass Chief Executive Officer 5137241255 2024-10-30 1 0 Paula Hume P00537516 5132418313 2024-10-30 2023 2024-10-15 13:58:12Z William DeHass 2085 James E Sauls Sr Dr Batavia OH 45103 8333463 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. 15 15 108 450 0 0 6483752 7684690 470732 490997 36078 149422 80384 3271 7070946 8328380 0 605181 0 0 4080169 4035289 0 0 8495 2808249 2222179 6888418 6862649 182528 1465731 11567656 13231019 1207448 1278941 10360208 11952078 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 1578861 130110 Transportation - Providing transportation for medical personnel, and senior friendship and social center activities. 1153658 186414 Home Care Services - To provide in-home personal care, home management, house cleaning, and strengthening the functioning of individuals. 972666 174473 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. 2490592 605181 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. 2490592 605181 6195777 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 42 0 1 108 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 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 Maria Teresa Caligaris Trustee 0.25 X 0 0 0 K Tressa Young Trustee 0.25 X 0 0 0 Heather Nuss Trustee 0.25 X 0 0 0 Keith Kral Secretary 0.25 X 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 Chair-Elect 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 Trustee 0.25 X 0 0 0 Jason Dugle Trustee 0.25 X 0 0 0 Karen Lankisch Trustee 0.25 X 0 0 0 Bob Hobson Chair 0.25 X X 0 0 0 William DeHass Chief Executive Officer 40.00 7.00 X 138004 0 7729 Angelina Burton Chief Financial Officer 40.00 7.00 X 118501 0 5741 256505 0 13470 2 0 0 0 Margaret Callahan 7275 Woodcroft Drive Cincinnati OH 45230 Housing Management Fees 149034 Little Miami Home Health Care LLC 5371 S Milford Rd Suite 16 Milford OH 45150 Home Health Care 116397 2 21960 25432 7469127 168171 838237 7684690 Housing management fee 900099 174473 174473 Customer cost share 900099 173946 173946 Passport Revenue 900099 130110 130110 Rent & contracted serv 900099 12468 12468 490997 142235 142235 187 7000 0 0 187 7000 7187 7187 5643 25432 5083 560 560 Miscellaneous Income 900099 2711 2711 2711 8328380 490997 0 152693 605181 605181 269975 241484 28316 175 2764877 2465552 298089 1236 112162 106151 5509 502 602666 570369 29599 2698 285609 262683 22779 147 150 150 38750 21661 16964 125 7145 835 6308 2 12313 12313 596572 596572 86036 72256 13702 78 192933 178628 14096 209 340072 339730 275 67 10915 8095 1295 1525 25851 25395 416 40 273000 264842 7544 614 73539 67623 5557 359 Miscellaneous 208726 24404 184264 58 Equipment 151445 143702 7220 523 Housing Management 149620 149620 In-kind 55112 50844 4131 137 6862649 6195777 658377 8495 3214605 3744579 307050 533516 250673 146391 6554461 2986747 2861272 3567714 314826 342535 4579557 4799522 39673 96762 11567656 13231019 427318 589578 740457 592601 39673 96762 1207448 1278941 X 10360208 11952078 10360208 11952078 11567656 13231019 1465731 126139 0 X X 0 1 X 1 1 1 X 488309 1160428 1032702 1006907 2113903 5802249 6765901 6710420 5448547 5476845 5570787 29972500 7254210 7870848 6481249 6483752 7684690 35774749 35774749 200340 73638 20633 38729 142235 475575 1605 1393 77793 2711 83502 36333826 2295158 0.98460 0.98940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 7145 0 0 0 7145 0 Part II-B, Line 1: Net proceeds from Senior Expo granted to Citizens for Elderly Services for future levy campaign expenses. 155000 155000 3675328 1241615 2433713 470659 370371 100288 2253474 1374761 878713 3567714 US Government Agency Fund 4799522 F 4799522 Operating Lease Liability 96762 96762 X 8447289 126139 5083 131222 8316067 12313 12313 8328380 6855419 5083 5083 6850336 12313 12313 6862649 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 5,083. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 5,083. Fall Gala 31075 25432 5643 2750 1858 475 31075 25432 5643 2750 1858 475 5083 560 0 Adult Protective Services program 15 9500 FMV clothing, housing and food Home Repairs 354 226000 FMV Home repairs Meals 468 369681 FMV meals X 8 783125 FMV X Adopt a senior 238 55112 FMV 0 0 0 0 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 MRA data-survey results and FLSA requirements. 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 1 0 0 0 0 0 0 0