Skip to content
Nonprofiteer
← SENIORS FIRST FOUNDATION INC

Form 990 for tax year 2022

Filed by SENIORS FIRST FOUNDATION INC.

Totals

Total revenue
-$14,645
Total expenses
$42,852
Contributions and grants received
$1,460
Grants paid
$0
Program service revenue
$0
Investment income
-$16,105
Other revenue
$0
Total assets, end of year
$1,961,471
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,961,471
Program services expenses (Part IX)
$0
Management and general expenses
$42,852
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

  • 1f · All other contributions, gifts and grants

    $1,460

  • 3 · Investment income

    total $40,459 · excluded $40,459

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

    securities $56,564

  • 7c · Gain or loss

    securities -$56,564

  • 7d · Net gain or loss

    total -$56,564 · excluded -$56,564

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $42,852 · management and general $42,852

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,770 · end of year $16,232

  • 15 · Other assets

    beginning of year $2,279,365 · end of year $1,945,239

  • 27 · Net assets without donor restrictions

    beginning of year $2,294,135 · end of year $1,961,471

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO SUPPORT SENIORS FIRST, INC., A CHARITABLE ORGANIZATION THAT OFFERS IN-HOME SERVICES AND ASSISTANCE, NUTRITIONAL SERVICES, AND MANY OTHER SERVICES TO SENIOR CITIZENS IN CENTRAL FLORIDA.

Activities or mission (Part I)

TO SUPPORT SENIORS FIRST, INC., WHICH PROVIDES MANY SERVICES TO SENIOR CITIZENS IN CENTRAL FLORIDA.

  • SENIORS FIRST FOUNDATION PROVIDES FUNDING IN SUPPORT OF THE DAILY OPERATIONS OF SENIORS FIRST, INC., A 501(C)(3) ORGANIZATION THAT OFFERS IN-HOME SERVICES AND ASSISTANCE, NUTRITIONAL SERVICES, AND MANY OTHER SERVICES TO SENIOR CITIZENS IN CENTRAL FLORIDA.

As filed on the 2022 return.

Listed in Part VII

  • John Gay

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jerry Kassab

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Gordon Arkin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ed Casoria

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patty Deyoung

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steve Fisher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • George Royal

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marsha Lorenz

    PRESIDENT/CEO

    Total calculated
    $170,236
    From this org
    $0
    From related orgs
    $163,072
    Other
    $7,164
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,072 related
    Bonus
    $0 + $30,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,164 related
    Filer's total
    $0 + $170,236 related

  • David Erne

    CFO (BEG 12/22)

    Total calculated
    $4,808
    From this org
    $0
    From related orgs
    $4,808
    Other
    $0
    Hours/week
    1 + 40 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

None.

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

Provenance

Return type
form_990
Tax year
2022
Filed
31 August 2023
IRS schema version
2022v5.0
Source object
202322439349301832

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.