SENIOR NEIGHBORS INC

EIN: 237195491 501(c)(3)

GRAND RAPIDS, MI

Total Revenue
$4,539,012
Total Expenses
$5,101,892
Total Assets
$3,314,142
Net Assets
$2,633,806
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
MI
Principal Officer
SUZANNE CALLAHAN
Phone
6164596019
Tax Period
2023-10-01 to 2024-09-30

SENIOR NEIGHBORS INC, founded in 1972, is a community nonprofit that reported $4.5M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $5.1M exceeded revenue, resulting in a 12% operating deficit.

Mission

OUR MISSION IS TO ENHANCE THE LIVES OF SENIORS WITH THE VISION THAT EVERY SENIOR WILL BE EMPOWERED TO ACHIEVE A BRIGHTER FUTURE. WE PROVIDE A WIDE RANGE OF ESSENTIAL SERVICES AT OUR FIVE SENIOR NEIGHBORHOOD CENTERS. WE PROMOTE THE WELL-BEING OF OLDER ADULTS WITH SERVICES THAT PROMOTE SELF-SUFFICIENCY, ESPECIALLY TO THOSE WITH PHYSICAL, SOCIAL OR ECONOMIC NEEDS.

Program Service Accomplishments

Program 1
Expenses: $2,331,928 Revenue: $66,185

ESSENTIAL SERVICES: IN THE CURRENT YEAR SENIOR NEIGHBORS SERVED OVER 6,472 SENIORS IN A VARIETY OF WAYS, ALL OF WHICH WORK TO ENHANCE THE LIVES OF SENIORS IN OUR COMMUNITY. SENIOR NEIGHBORS PROVIDES...

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ESSENTIAL SERVICES: IN THE CURRENT YEAR SENIOR NEIGHBORS SERVED OVER 6,472 SENIORS IN A VARIETY OF WAYS, ALL OF WHICH WORK TO ENHANCE THE LIVES OF SENIORS IN OUR COMMUNITY. SENIOR NEIGHBORS PROVIDES A WIDE RANGE OF ESSENTIAL SERVICES TO OLDER ADULTS TO HELP THEM STAY INDEPENDENT, ESPECIALLY TO THOSE WITH PHYSICAL, SOCIAL, OR ECONOMIC NEEDS. THESE SERVICES WORK TO HELP SENIORS OVERCOME THE MANY BARRIERS TO HEALTHY AGING THAT MAY BE PRESENT IN THEIR LIFE, FROM PREVENTING ISOLATION WITH OUR FIVE SENIOR CENTERS TO OUR CASE MANAGEMENT TEAM OF SOCIAL WORKERS CONNECTING THEM WITH MUCH NEEDED COMMUNITY RESOURCES. ABOVE ALL, SENIOR NEIGHBORS WORKS TO MEET SENIORS WHERE THEY ARE IN LIFE AND BE THERE TO HELP. ESSENTIAL SERVICES PROGRAMS INCLUDE CASE MANAGEMENT, HEALTHY AGING EXERCISE CLASSES, HOME REPAIRS, HOUSING ASSISTANCE, MEDICARE AND MEDICAID COUNSELING, ELDER REFUGEE SUPPORT, AND SENIOR CENTERS.

Program 2
Expenses: $1,077,233

VOLUNTEER PROGRAMS: MANY OLDER ADULTS ARE LOOKING FOR A WAY TO STAY ENGAGED WITH THEIR COMMUNITY THROUGH SERVICE, AND SENIOR NEIGHBORS CAN PROVIDE A CONNECTION TO OPPORTUNITIES THROUGH SEVERAL...

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VOLUNTEER PROGRAMS: MANY OLDER ADULTS ARE LOOKING FOR A WAY TO STAY ENGAGED WITH THEIR COMMUNITY THROUGH SERVICE, AND SENIOR NEIGHBORS CAN PROVIDE A CONNECTION TO OPPORTUNITIES THROUGH SEVERAL DIFFERENT PROGRAMS. THE GOAL OF THE VOLUNTEER PROGRAM IS TO PROVIDE SENIORS WITH A CONNECTION TO THE COMMUNITY, THEIR PEERS, AND A SENSE OF PURPOSE. POSSIBLE VOLUNTEER POSITIONS INCLUDE LOCAL POLICE DEPARTMENTS, FOOD PANTRIES, SENIOR COMPANIONSHIP CONNECTIONS, OR LITERACY TUTORING FOR YOUNG STUDENTS.

Program 3
Expenses: $614,866 Revenue: $32,408

TRANSPORTATION SERVICES: A VARIETY OF TRANSPORTATION OPTIONS ARE AVAILABLE THROUGHOUT KENT COUNTY SO OLDER ADULTS CAN GET TO THEIR DESIRED DESTINATIONS ON A DAILY BASIS. RIDES ARE OFTEN GIVEN FOR...

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TRANSPORTATION SERVICES: A VARIETY OF TRANSPORTATION OPTIONS ARE AVAILABLE THROUGHOUT KENT COUNTY SO OLDER ADULTS CAN GET TO THEIR DESIRED DESTINATIONS ON A DAILY BASIS. RIDES ARE OFTEN GIVEN FOR MEDICAL APPOINTMENTS, GROCERY SHOPPING, OR A VISIT TO A SENIOR NEIGHBORS CENTER. THESE RIDES ARE PROVIDED WITH AGENCY OWNED VEHICLES, AS WELL AS LOCAL PUBLIC TRANSPORTATION SYSTEMS.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,339,419
Program Service Revenue $129,412
Investment Income $101,654
Other Revenue $-31,473
TOTAL REVENUE $4,539,012

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,812,143
Fundraising Expenses $218,968
Program Expenses $4,397,554
Other Expenses $2,289,749
TOTAL EXPENSES $5,101,892

Year-over-Year Comparison

2023 2022 Change
Revenue $4,539,012 $5,794,765 -0.2%
Expenses $5,101,892 $4,642,888 +0.1%
Net Income $-562,880 $1,151,877 -1.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
18
Employees
89
Volunteers
275

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$234,808
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VINCENTE RELF BOARD MEMBER 1.00
Director
$0 $0 $0
ARNESIA ROBINSON BOARD MEMBER 1.00
Director
$0 $0 $0
PHILIP ALT BOARD MEMBER 1.00
Director
$0 $0 $0
TARA DEWITT BOARD MEMBER 1.00
Director
$0 $0 $0
MITCH ROSS BOARD MEMBER 1.00
Director
$0 $0 $0
MARLENE BRIGGS BOARD MEMBER 1.00
Director
$0 $0 $0
DOUGLAS BLEASE BOARD MEMBER 1.00
Director
$0 $0 $0
MINDY OLIVAREZ BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN ORMSTAD BOARD MEMBER 1.00
Director
$0 $0 $0
SAMIA BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
KATHERINE STEFFY BOARD MEMBER 1.00
Director
$0 $0 $0
CHARLIE PACE BOARD MEMBER 1.00
Director
$0 $0 $0
JANELLE HAGGADONE BOARD MEMBER 1.00
Director
$0 $0 $0
BARRY VAN DYCK BOARD MEMBER 1.00
Director
$0 $0 $0
ROXANNE DUDICZ SECRETARY 1.00
Officer Director
$0 $0 $0
RAYMOND HIGBEA TREASURER 1.00
Officer Director
$0 $0 $0
SHANNA REYNOLDS VICE CHAIRPERSON 1.00
Officer Director
$0 $0 $0
CATHERINE JACOBS CHAIRPERSON 1.00
Officer Director
$0 $0 $0
ROBERT BARNES PRESIDENT (ENDED 3/24) 40.00
Officer
$115,517 $11,871 $127,388
JEFFREY GASS BUSINESS DIRECTOR 40.00
Officer
$84,839 $22,581 $107,420
SUZANNE CALLAHAN PRESIDENT 40.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $4,539,012 $5,101,892 $3,314,142 $-562,880
2023 $5,794,765 $4,642,888 $3,485,887 $1,151,877
2022 $4,214,591 $4,603,737 $2,215,419 $-389,146
2021 $4,502,016 $3,930,621 $2,602,466 $571,395
2020 $4,180,396 $4,003,195 $2,025,964 $177,201
2019 $3,834,587 $3,919,960 $1,864,909 $-85,373
2018 $3,631,471 $3,850,355 $1,890,488 $-218,884
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