Southside Senior Services Inc
Nonprofit profile at a glance
- EIN
- 680463862
- IRS 990 coverage
- 2023–2024
- Forms available
- Form 990 2024, Form 990-EZ 2022, Form 990-N 2021
- Location
- Groveland, CA, USA
- Phone
- 2099627303
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Centers to Support the Independence of Specific Populations
Reported finances
- Revenue
- $219,444
- Expenses
- $241,049
- Assets
- $194,190
- Liabilities
- $3,393
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- Nancy Reggio (Executive Director)
- Britne Gose (Executive Director)
- David Bealby (Director / Board President)
Highest reported compensation
- Nancy Reggio (Executive Director): $52,655 total reported compensation
- Britne Gose (Executive Director): $4,756 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 provide transportation services to those unable to drive, support for seniors aging-in-place, and health, recreation, social interaction, and lifelong learning experiences in a multigenerational setting to benefit active adults.
What it reported doing in 2024
Transportation services: There are two components -- the "Wheels" program, which provides free rides to medical and other appointments to non-driving seniors and disabled persons, using volunteer drivers and vehicles; and the "WAVE" program, which uses a small, wheelchair-compatible bus and a minivan, with paid drivers, to provide scheduled transportation to Sonora (30 miles) and Modesto (60 miles). The Wheels program serves approximately 200 rides per year for approximately 40 unique persons, and the WAVE program provides approximately 200 multi-rider services per year for approximately 30 unique persons. This is fully reimbursed via a Federal Transportation Agency 5310 grant.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% 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
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 73
- Transparency & Controls: 86
- Accountability: 74
- Sustainability: 28
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 79.9%; rating input score 80
- Program expense ratio: 72.3%; rating input score 72
- Fundraising efficiency: $9.38 raised per $1 spent on fundraising; rating input score 37; 37th percentile among comparable filings
Transparency & Controls
- Consistency checks: 92.3%; rating input score 92; 22nd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- 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: 3 of 8 controls in place; rating input score 38
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -9.8%; rating input score 23; 23rd percentile among comparable filings
- Total-asset coverage ratio: 0.81; rating input score 35; 35th percentile among comparable filings
- Liabilities to assets ratio: 0.02; rating input score 41; 41st percentile among comparable filings
- Officer compensation ratio: 23.8%; rating input score 16; 16th percentile among comparable filings
Growth
- Program expense growth: 1.7% per year; rating input score 100; 38th percentile among comparable filings
- Revenue growth: 16.1% per year; rating input score 100; 84th percentile among comparable filings
- Asset growth: -1.1% per year; rating input score 0; 21st percentile among comparable filings
Details
- Where the money goes: 79.9% of revenue deployed · 72.3% of spending went to programs
- Governance: 5 of 5 board members independent · 3 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $174K in reported program spending
- Leadership: top reported pay $53K · 8 people listed
- Consistency: 42 of 43 current checks pass · 1 finding to review
- Schedules: 5 filed schedules · includes major donors
- Filing history: 2 filing years from 2023 to 2024
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- 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.
- Moderate — Accountability: Governance controls: 4 of 7 not reported.
- Moderate — Financial Efficiency: Fundraising efficiency scored 37/100.
- High — Sustainability: Operating margin scored 23/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Sustainability: Officer compensation ratio scored 16/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 41/100.