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← FRIENDS FOR LIFE

Form 990 for tax year 2023

Filed by FRIENDS FOR LIFE.

Totals

Total revenue
$4,806,998
Total expenses
$3,946,686
Contributions and grants received
$1,908,499
Grants paid
$0
Program service revenue
$2,848,483
Investment income
$27,167
Other revenue
$22,849
Total assets, end of year
$3,529,036
Total liabilities, end of year
$1,473,807
Net assets or fund balances, end of year
$2,055,229
Program services expenses (Part IX)
$3,621,338
Management and general expenses
$315,516
Fundraising expenses
$9,832
Program service expenses (Part III)
$3,621,338

Program services were 91.8% 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.

  • 1f · All other contributions, gifts and grants

    $1,908,499

  • 1g · Noncash contributions included above

    $903,626

  • 2a · Program service revenue: GUARDIANSHIP SERVICES

    total $1,307,104 · related or exempt $1,307,104

  • 2b · Program service revenue: ADULT DAY CARE

    total $755,373 · related or exempt $755,373

  • 2c · Program service revenue: LIFE SKILLS

    total $461,453 · related or exempt $461,453

  • 2d · Program service revenue: MONEY MANAGEMENT SERVI

    total $276,664 · related or exempt $276,664

  • 2e · Program service revenue: TOOL SHOP

    total $44,858 · related or exempt $44,858

  • 2f · All other program service revenue

    total $3,031 · related or exempt $3,031

  • 3 · Investment income

    total $27,167 · excluded $27,167

  • 8a · Fundraising events: gross income

    $14,116

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $14,116 · excluded $14,116

  • 11a · Other revenue: MISCELLANEOUS

    total $8,733 · excluded $8,733

  • 11e · Other revenue, total

    $8,733

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $209,380 · program services $188,442 · management and general $20,938

  • 7 · Other salaries and wages

    total $2,559,181 · program services $2,391,336 · management and general $167,845

  • 9 · Other employee benefits

    total $125,777 · program services $119,271 · management and general $6,506

  • 10 · Payroll taxes

    total $242,863 · program services $226,303 · management and general $16,560

  • 11b · Fees: legal

    total $7,766 · program services $7,676 · management and general $90

  • 11c · Fees: accounting

    total $10,697 · program services $10,028 · management and general $669

  • 11g · Fees: other

    total $8,027 · program services $6,589 · management and general $733 · fundraising $705

  • 12 · Advertising and promotion

    total $7,621 · program services $6,256 · management and general $695 · fundraising $670

  • 13 · Office expenses

    total $101,006 · program services $86,399 · management and general $14,148 · fundraising $459

  • 14 · Information technology

    total $67,854 · program services $55,706 · management and general $6,184 · fundraising $5,964

  • 16 · Occupancy

    total $135,815 · program services $114,350 · management and general $19,431 · fundraising $2,034

  • 17 · Travel

    total $120,995 · program services $119,661 · management and general $1,334

  • 19 · Conferences, conventions and meetings

    total $9,202 · program services $5,272 · management and general $3,930

  • 20 · Interest

    total $89,553 · program services $47,100 · management and general $42,453

  • 22 · Depreciation, depletion and amortization

    total $98,615 · program services $91,546 · management and general $7,069

  • 23 · Insurance

    total $51,036 · program services $46,158 · management and general $4,878

  • 24a · Other expenses: FOOD COSTS

    total $94,544 · program services $94,544

  • 24b · Other expenses: MISCELLANEOUS

    total $6,754 · program services $4,701 · management and general $2,053

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,798 · end of year $1,361

  • 2 · Savings and temporary cash investments

    beginning of year $620,144 · end of year $667,666

  • 3 · Pledges and grants receivable

    beginning of year $1,850 · end of year $0

  • 4 · Accounts receivable

    beginning of year $203,255 · end of year $266,219

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

    $4,553,200

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

    $1,964,707

  • 10c · Land, buildings and equipment, net

    beginning of year $1,824,176 · end of year $2,588,493

  • 15 · Other assets

    beginning of year $5,297 · end of year $5,297

  • 17 · Accounts payable and accrued expenses

    beginning of year $177,612 · end of year $226,410

  • 23 · Secured mortgages and notes payable

    beginning of year $728,997 · end of year $666,418

  • 24 · Unsecured notes and loans payable

    beginning of year $500,000 · end of year $500,000

  • 25 · Other liabilities

    beginning of year $55,994 · end of year $80,979

  • 27 · Net assets without donor restrictions

    beginning of year $1,194,917 · end of year $2,055,229

Mission and programs · 2023

Mission

FRIENDS FOR LIFE (THE ORGANIZATION") IS A TEXAS PRIVATE NONPROFIT ORGANIZATION CHARTERED IN SEPTEMBER 1989. THE ORGANIZATION PROVIDES SUPPORT SYSTEMS AND SERVICES THAT EMPOWER SENIORS AND PEOPLE WITH DISABILITIES TO LIVES THEIR BEST LIVES AS INDEPENDENTLY AS POSSIBLE. THE ORGANIZATION ACCOMPLISHES THESE GOALS BY PROVIDING THE FOLLOWING PROGRAMS: REGISTERED PROFESSIONAL GUARDIANSHIP, MONEY MANAGEMENT SERVICES, QUALITY OF LIFE PROGRAMS, ADULT DAY CARE, LIFE SKILLS TRAINING AND CARE COORDINATION.

Activities or mission (Part I)

FRIENDS FOR LIFE HELPS THE ELDERLY & PEOPLE WITH DISABILITIES LIVE INDEPENDENTLY AS LONG AS POSSIBLE, PROTECTS & CARES FOR THOSE WHO ARE UNABLE TO CARE FOR THEMSELVES & BRINGS GENERATIONS TOGETHER TO ENRICH LIVES.

  • REGISTERED PROFESSIONAL GUARDIANSHIP: SERVED AS LEGAL GUARDIAN FOR 469 ELDERLY AND DISABLED ADULTS WHO HAD BEEN VICTIMS OF ABUSE, NEGLECT OR EXPLOITATION. LOCATED SAFE PLACES FOR THEM TO RESIDE AND MADE SURE THEY HAD FOOD, MEDICAL CARE, ETC.

    Expenses $1,486,147 · Revenue $1,307,104

  • ADULT DAY CARE:IN JUNE OF 2000, FRIENDS FOR LIFE TOOK OVER AN ADULT DAY CARE PROGRAM IN WACO, TEXAS THAT WAS SCHEDULED TO CLOSE. THE CENTER IS OPEN FROM 7:30AM TO 5:30PM MONDAY THROUGH FRIDAY AND PROVIDES OPPORTUNITIES FOR SOCIAL SKILLS DEVELOPMENT, ON SITE AND COMMUNITY ACTIVITIES, VOLUNTEERING, MEALS AND TRANSPORTATION. LAST YEAR THE CENTER SERVED 126 PEOPLE.

    Expenses $983,188 · Revenue $755,373

  • LIFE SKILLS TRAINING:A ONE-ON-ONE PROGRAM IN WHICH STAFF WORK INDIVIDUALLY WITH CLIENTS WHO HAVE DEVELOPMENTAL DISABILITIES, TEACHING THEM SKILLS TO HELP THEM BE MORE INDEPENDENT WITHIN THE FACILITY SETTING AND POSSIBLY ASSISTING WITH THEIR MOVE BACK INTO THE COMMUNITY. APPROXIMATELY 133 INDIVIDUALS WERE SERVED IN THIS PROGRAM.

    Expenses $496,665 · Revenue $461,453

  • INDEPENDENT LIVING PROGRAMS AND QUALITY OF LIFE:RECRUITED AND ORGANIZED VOLUNTEERS WHO HELPED 1,642 HOME BOUND ELDERLY PEOPLE WITH THE TASKS OF DAILY LIVING. BOTH STAFF AND VOLUNTEERS ASSISTED WITH CASE MANAGEMENT, TRANSPORTATION, ETC., AND WORKED TO IMPROVE THE QUALITY OF THEIR LIVES.

    Expenses $203,261

  • MONEY MANAGEMENT:PROVIDED MONEY MANAGEMENT SERVICES TO ELDERLY AND ADULTS WITH DISABILITIES WHO WERE UNABLE TO HANDLE THEIR FINANCES AND WERE AT RISK OF HAVING UTILITY SERVICES TERMINATED. ASSISTED WITH BILL PAYING, BALANCING CHECKBOOKS, ETC. ALSO ASSISTED INDIVIDUALS WITH INFORMATION AND REFERRAL FOR RESOURCES, INSURANCE EVALUATION, INTERVENTION WITH CREDITORS, ETC. LAST YEAR 360 INDIVIDUALS WERE SERVED IN THIS PROGRAM.

    Expenses $291,954 · Revenue $276,664

  • TOOL SHOP:THIS PROGRAM PROVIDES OPPORTUNITIES FOR PEOPLE WITH DISABILITIES AND SENIORS TO LEARN NEW SKILLS AND TO INTERACT WITH OTHER PEOPLE WITH ASSISTANCE FROM STAFF AND VOLUNTEERS.

    Expenses $30,632 · Revenue $44,858

  • LIFELINES:

    Expenses $47,078

  • LEARNING LAB

    Expenses $82,413 · Revenue $3,031

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • B J Greaves

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Sandy Ray

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Leonard Englander

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Pam Thomason

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Erma Ballenger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John Morkovsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Robin Jamison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Tom Ray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Nancy Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Buddy Edwards

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Inez Russell

    EXECUTIVE DIRECTOR

    Total calculated
    $82,417
    From this org
    $82,417
    From related orgs
    $0
    Other
    $0
    Hours/week
    60
  • Carla Hines

    CFO

    Total calculated
    $53,646
    From this org
    $53,646
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • Carey Amthor

    PROGRAM OFFICER

    Total calculated
    $13,520
    From this org
    $13,520
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
10 July 2025
IRS schema version
2023v6.0
Source object
202521929349301147

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