South Shore Elder Services Inc

Nonprofit profile at a glance

EIN
042596213
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Braintree, MA, USA
Phone
7818483939
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Meals on Wheels

Official website

Reported finances

Revenue
$51,071,911
Expenses
$53,166,558
Assets
$18,021,397
Liabilities
$18,732,711

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • JOHN FLEMING (PRESIDENT)
  • SUSAN WRIGHT (VICE PRESIDENT)
  • SANDRA LINDSEY (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • SANDRA LINDSEY (CHIEF EXECUTIVE OFFICER): $463,123 total reported compensation
  • SUSAN LAMBROPOULOS (HR DIRECTOR): $214,417 total reported compensation
  • MARK MILLER (CHIEF TRANSFORMATION OFFIC): $182,461 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provides home care services, referrals, and advocacy to the elderly population of south shore Massachusetts.

What it reported doing in 2024

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.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Grant intermediary. The nonprofit sent 73% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 76
  • Accountability: 100
  • Sustainability: 17
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.5%; rating input score 96
  • Program expense ratio: 91.8%; rating input score 92
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 21st 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: 99.9%; rating input score 100; 47th 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; 77th 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: -4.1%; rating input score 14; 14th percentile among comparable filings
  • Total-asset coverage ratio: 0.34; rating input score 11; 11th percentile among comparable filings
  • Liabilities to assets ratio: 1.04; rating input score 5; 5th percentile among comparable filings
  • Officer compensation ratio: 2.2%; rating input score 52; 52nd percentile among comparable filings

Growth

  • Program expense growth: 8.1% per year; rating input score 100; 65th percentile among comparable filings
  • Revenue growth: 7.9% per year; rating input score 100; 66th percentile among comparable filings
  • Asset growth: 12.9% per year; rating input score 100; 81st percentile among comparable filings

Details

  • Where the money goes: 95.5% of revenue deployed · 91.8% of spending went to programs
  • Governance: 8 of 8 board members independent · 9 of 9 filing controls reported
  • Programs: 5 filed program accomplishments · $48.8M in reported program spending
  • Leadership: top reported pay $463K · 13 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $320K reported
  • Consistency: 30 of 31 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 14/100.
  • High — Sustainability: Total-asset coverage ratio scored 11/100.
  • High — Sustainability: Liabilities to assets ratio scored 5/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 52/100.