Totals
- Total revenue
- $7,236,154
- Total expenses
- $7,682,378
- Contributions and grants received
- $5,028,834
- Grants paid
- $0
- Program service revenue
- $2,149,320
- Investment income
- $22,088
- Other revenue
- $35,912
- Total assets, end of year
- $7,677,381
- Total liabilities, end of year
- $2,301,728
- Net assets or fund balances, end of year
- $5,375,653
- Program services expenses (Part IX)
- $6,880,343
- Management and general expenses
- $802,035
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,880,343
Program services were 89.6% 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.
-
1e · Government grants (contributions)
$4,139,235
-
1f · All other contributions, gifts and grants
$889,599
-
2a · Program service revenue: Medicaid payments
total $976,949 · related or exempt $976,949
-
2b · Program service revenue: Rental Revenue
total $708,505 · related or exempt $708,505
-
2c · Program service revenue: Program revenue
total $441,409 · related or exempt $441,409
-
2d · Program service revenue: Management Fees
total $22,457 · related or exempt $22,457
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $33,720 · excluded $33,720
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $355,499
-
7b · Less cost or other basis and sales expenses
securities $367,131
-
7c · Gain or loss
securities -$11,632 · other assets $0
-
7d · Net gain or loss
total -$11,632 · excluded -$11,632
-
11a · Other revenue: Fuel Tax Refund
total $35,912 · excluded $35,912
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$35,912
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $100,290 · program services $94,715 · management and general $5,575 · fundraising $0
-
7 · Other salaries and wages
total $2,838,701 · program services $2,681,873 · management and general $156,828
-
8 · Pension plan contributions
total $23,406 · program services $21,665 · management and general $1,741
-
9 · Other employee benefits
total $527,726 · program services $488,481 · management and general $39,245
-
10 · Payroll taxes
total $218,756 · program services $202,488 · management and general $16,268
-
11b · Fees: legal
total $2,953 · program services $2,930 · management and general $23
-
11c · Fees: accounting
total $33,271 · program services $33,013 · management and general $258
-
11f · Fees: investment management
total $5,499 · management and general $5,499
-
11g · Fees: other
total $1,046,983 · program services $1,038,852 · management and general $8,131 · fundraising $0
-
12 · Advertising and promotion
total $11,320 · program services $5,286 · management and general $6,034
-
13 · Office expenses
total $191,502 · program services $146,503 · management and general $44,999
-
14 · Information technology
total $85,701 · program services $74,709 · management and general $10,992
-
16 · Occupancy
total $182,546 · program services $33,810 · management and general $148,736
-
17 · Travel
total $48,370 · program services $32,011 · management and general $16,359
-
19 · Conferences, conventions and meetings
total $10,390 · program services $10,096 · management and general $294
-
20 · Interest
total $30,625 · management and general $30,625
-
22 · Depreciation, depletion and amortization
total $464,195 · program services $277,381 · management and general $186,814
-
23 · Insurance
total $210,317 · program services $135,068 · management and general $75,249
-
24a · Other expenses: Service providers
total $1,409,179 · program services $1,409,179
-
24b · Other expenses: Bad Debts
total $107,833 · program services $107,833
-
24c · Other expenses: Other Expenses
total $66,944 · program services $31,262 · management and general $35,682
-
24d · Other expenses: Furniture and equipment
total $55,709 · program services $49,946 · management and general $5,763
-
24e · All other expenses
total $10,162 · program services $3,242 · management and general $6,920 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,316,816 · end of year $1,802,886
-
3 · Pledges and grants receivable
beginning of year $1,905,155 · end of year $1,371,669
-
4 · Accounts receivable
beginning of year $124,511 · end of year $102,117
-
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
-
8 · Inventories for sale or use
beginning of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $31,906 · end of year $69,315
-
10a · Land, buildings and equipment: cost or other basis
$9,916,646
-
10b · Land, buildings and equipment: accumulated depreciation
$6,061,666
-
10c · Land, buildings and equipment, net
beginning of year $3,904,279 · end of year $3,854,980
-
11 · Investments: publicly traded securities
beginning of year $783,346 · end of year $476,414
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $567,355 · end of year $470,219
-
21 · Escrow or custodial account liability
beginning of year $50,355 · end of year $53,551
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $442,202 · end of year $586,312
-
25 · Other liabilities
beginning of year $1,210,759 · end of year $1,191,646
-
27 · Net assets without donor restrictions
beginning of year $5,795,342 · end of year $5,355,653
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $20,000
Mission and programs · 2024
Mission
Working together to provide services that help people maintain their independence.
Activities or mission (Part I)
To provide services to elderly, disabled, and low to moderate income individuals of any age in the southeastern part of the State of Indiana.
-
To provide services including transportation to the general public in the counties of Dearborn, Decatur, Jefferson, Ohio, Ripley, and Switzerland of the State of Indiana.
Expenses $2,088,666 · Revenue $441,409
-
To provide services including care management and guardianship for the elderly and disabled individuals in the counties of Dearborn, Jefferson, Ohio, Ripley, and Switzerland of the State of Indiana.
Expenses $1,625,105 · Revenue $22,457
-
To provide services including legal assistance, ombudsman, home delivered meals, and in-home services for the elderly and disabled individuals in the counties of Dearborn, Jefferson, Ohio, Ripley, and Switzerland of the State of Indiana.
Expenses $1,368,270
-
To provide services including information and referral, congregate meals, and affordable housing for the elderly and disabled individuals in the counties of Dearborn, Jefferson, Ohio, Ripley, and Switzerland of the State of Indiana.
Expenses $1,798,302 · Revenue $1,685,454
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Casey Robinson
Treasurer
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Doug Garner
Secretary
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Doug Rump
Vice Chairman
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Ron Richard
Chairman
- Total calculated
- $0
- Hours/week
- 5 + 2 related
-
Carol Rhoads
Director
- Total calculated
- $0
- Hours/week
- 5
-
Dana Riddle
Director
- Total calculated
- $0
- Hours/week
- 5
-
Diana Barry
Director
- Total calculated
- $0
- Hours/week
- 5
-
Duane Covington
Director
- Total calculated
- $0
- Hours/week
- 5
-
Melissa Baker
Director - Exit 04/15/25
- Total calculated
- $0
- Hours/week
- 5
-
Shannon Chipman
Director
- Total calculated
- $0
- Hours/week
- 5
-
Tanya Burnette
Director
- Total calculated
- $0
- Hours/week
- 5
-
Erin Thomas
Executive Director
- Total calculated
- $100,290
- From this org
- $98,490
- From related orgs
- $0
- Other
- $1,800
- Hours/week
- 39 + 1 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.
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.
-
501(c)(3) · Low-Income Housing · IN
Directly controlled by NA
-
501(c)(3) · Low-Income Elderly Housing · IN
Directly controlled by NA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
Logan Elderly Housing LP
Real Estate · IN · income $486,978 · assets $2,701,467
Directly controlled by Lifetime Resources Inc
-
Logan Elderly Housing II LP
Real Estate · IN · income $223,196 · assets $2,024,531
Directly controlled by Lifetime Resources Inc
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 8 May 2026
- IRS schema version
- 2024v5.1
- Source object
- 202611289349302571
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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