Clermont Senior Services Inc
Nonprofit profile at a glance
- EIN
- 310832354
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Batavia, OH, USA
- Phone
- 5137241255
- Rating
- 83
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $8,358,554
- Expenses
- $7,960,127
- Assets
- $13,467,070
- Liabilities
- $1,060,992
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
20 people listed
Executive titles in this filing
- William DeHass (Chief Executive Officer)
Highest reported compensation
- William DeHass (Chief Executive Officer): $157,113 total reported compensation
- Angelina Burton (Chief Financial Officer): $135,704 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Grant-funded. 89% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 85% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 90
- Transparency & Controls: 77
- Accountability: 100
- Sustainability: 55
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 87.6%; rating input score 88
- Program expense ratio: 90.8%; rating input score 91
- Fundraising efficiency: $1,475.24 raised per $1 spent on fundraising; rating input score 98; 98th percentile among comparable filings
Transparency & Controls
- Consistency checks: 94.7%; rating input score 95; 25th percentile among comparable filings
- Pay-setting controls: 2 of 6 controls in place; rating input score 33
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 4.8%; rating input score 50; 50th percentile among comparable filings
- Total-asset coverage ratio: 1.69; rating input score 56; 56th percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 63; 63rd percentile among comparable filings
- Officer compensation ratio: 3.7%; rating input score 64; 64th percentile among comparable filings
Growth
- Program expense growth: -0.6% per year; rating input score 0; 12th percentile among comparable filings
- Revenue growth: -0% per year; rating input score 0; 11th percentile among comparable filings
- Asset growth: 3.1% per year; rating input score 100; 25th percentile among comparable filings
Details
- Where the money goes: 87.6% of revenue deployed · 90.8% of spending went to programs
- Governance: 16 of 16 board members independent · 9 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $7.2M in reported program spending
- Leadership: top reported pay $157K · 20 people listed · 2 of 6 pay-setting controls reported
- Highest-paid contractors: 3 contractors listed · $461K reported
- Consistency: 38 of 39 current checks pass · 1 finding to review
- Schedules: 10 filed schedules · includes major donors, grants, and executive pay
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 7 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Operating margin scored 50/100.
- Review — Sustainability: Total-asset coverage ratio scored 56/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.