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← SENIORS FIRST FOUNDATION INC

Form 990 for tax year 2024

Filed by SENIORS FIRST FOUNDATION INC.

Totals

Total revenue
$103,279
Total expenses
$54,888
Contributions and grants received
$250
Grants paid
$0
Program service revenue
$0
Investment income
$103,029
Other revenue
$0
Total assets, end of year
$2,386,133
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,386,133
Program services expenses (Part IX)
$0
Management and general expenses
$54,888
Fundraising expenses
$0
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $250

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $39,170 · excluded $39,170

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $63,859

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $63,859 · other assets $0

  • 7d · Net gain or loss

    total $63,859 · excluded $63,859

  • 8c · Net income from fundraising events

    total $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $5,500 · management and general $5,500

  • 11f · Fees: investment management

    total $47,548 · management and general $47,548

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $551 · management and general $551

  • 23 · Insurance

    total $1,289 · management and general $1,289

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,234 · end of year $8,183

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $2,182,874 · end of year $2,377,950

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,199,108 · end of year $2,386,133

Mission and programs · 2024

Mission

THE SENIORS FIRST FOUNDATION, INC.'S MISSION IS TO PROVIDE FINANCIAL SUPPORT TO SENIORS FIRST, INC. WHICH ENHANCES THE QUALITY OF LIFE FOR SENIOR CITIZENS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY.

  • SENIORS FIRST FOUNDATION PROVIDES FUNDING IN SUPPORT OF THE DAILY OPERATIONS OF SENIORS FIRST, INC., A 510(C)3 ORGANIZATION PROVIDING IN-HOME SERVICES, NUTRITIONAL SERVICES AND OTHER SERVICES TO SENIORS CITIZENS IN CENTRAL FLORIDA TO MAINTAIN THEIR INDEPENDENCE AND DIGNITY.

As filed on the 2024 return.

Listed in Part VII

  • EDWARD CASORIA

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • JERRY KASSAB

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • JOHN GAY

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MARSHA LORENZ

    President/CEO of Seniors First Inc/Trustee

    Total calculated
    $287,963
    From this org
    $0
    From related orgs
    $223,027
    Other
    $64,936
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,027 related
    Bonus
    $0 + $50,000 related
    Other
    $0
    Deferred
    $0 + $6,834 related
    Nontaxable benefits
    $0 + $58,102 related
    Filer's total
    $0 + $287,963 related

  • GEORGE ROYAL

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • GORDON ARKIN

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • PATTY DEYOUNG

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert Muszynski

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DAVID ERNE

    CFO of Seniors First Inc.

    Total calculated
    $210,759
    From this org
    $0
    From related orgs
    $148,234
    Other
    $62,525
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,234 related
    Bonus
    $0 + $9,000 related
    Other
    $0
    Deferred
    $0 + $4,656 related
    Nontaxable benefits
    $0 + $57,869 related
    Filer's total
    $0 + $210,759 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • SENIORS FIRST INC

    501(c)(3) · PROVIDE ASSISTANCE TO SENIOR CITIZENS IN CENTRAL FLORIDA · FL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
9 October 2025
IRS schema version
2024v5.1
Source object
202542829349300904

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