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Nonprofiteer
← LIFESPAN INCORPORATED

Form 990 for tax year 2023

Filed by LIFESPAN INCORPORATED.

Totals

Total revenue
$4,284,912
Total expenses
$3,908,186
Contributions and grants received
$136,204
Grants paid
$0
Program service revenue
$4,102,948
Investment income
$41,809
Other revenue
$3,951
Total assets, end of year
$6,870,984
Total liabilities, end of year
$1,585,208
Net assets or fund balances, end of year
$5,285,776
Program services expenses (Part IX)
$3,187,446
Management and general expenses
$720,740
Fundraising expenses
$0
Program service expenses (Part III)
$3,187,446

Program services were 81.6% 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)

    $7,546

  • 1f · All other contributions, gifts and grants

    $128,658

  • 2a · Program service revenue: GOVT & SERVICE FEES

    total $4,073,671 · related or exempt $4,073,671

  • 2b · Program service revenue: FEES FROM AFFILIATES

    total $29,277 · related or exempt $29,277

  • 3 · Investment income

    total $18,827 · excluded $18,827

  • 6a · Gross rents

    real property $11,816

  • 6b · Less rental expenses

    real property $7,865

  • 6c · Rental income or loss

    real property $3,951

  • 6d · Net rental income or loss

    total $3,951 · excluded $3,951

  • 7a · Gross sales of assets other than inventory

    securities $22,982

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

    securities $0

  • 7c · Gain or loss

    securities $22,982

  • 7d · Net gain or loss

    total $22,982 · excluded $22,982

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,706,001 · program services $2,334,363 · management and general $371,638

  • 8 · Pension plan contributions

    total $69,669 · program services $63,668 · management and general $6,001

  • 9 · Other employee benefits

    total $359,514 · program services $328,546 · management and general $30,968

  • 10 · Payroll taxes

    total $185,867 · program services $169,857 · management and general $16,010

  • 11b · Fees: legal

    total $2,770 · management and general $2,770

  • 11f · Fees: investment management

    total $7,256 · management and general $7,256

  • 11g · Fees: other

    total $100,366 · program services $14,129 · management and general $86,237

  • 12 · Advertising and promotion

    total $23,599 · management and general $23,599

  • 13 · Office expenses

    total $45,110 · program services $43,635 · management and general $1,475

  • 16 · Occupancy

    total $88,091 · program services $36,728 · management and general $51,363

  • 17 · Travel

    total $47,042 · program services $551 · management and general $46,491

  • 19 · Conferences, conventions and meetings

    total $43,881 · program services $43,881

  • 20 · Interest

    total $21,592 · program services $8,057 · management and general $13,535

  • 22 · Depreciation, depletion and amortization

    total $117,509 · program services $64,243 · management and general $53,266

  • 23 · Insurance

    total $54,393 · program services $51,779 · management and general $2,614

  • 24a · Other expenses: EVENT SUPPLIES

    total $10,250 · program services $10,250

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $9,618 · program services $9,618

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $7,014 · program services $1,427 · management and general $5,587

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $5,435 · program services $5,435

  • 24e · All other expenses

    total $3,209 · program services $1,279 · management and general $1,930

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $239,000 · end of year $0

  • 4 · Accounts receivable

    beginning of year $746,887 · end of year $729,829

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

    $2,571,228

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

    $1,463,892

  • 10c · Land, buildings and equipment, net

    beginning of year $1,176,374 · end of year $1,107,336

  • 11 · Investments: publicly traded securities

    beginning of year $416,571 · end of year $471,149

  • 15 · Other assets

    beginning of year $4,263,133 · end of year $4,562,670

  • 17 · Accounts payable and accrued expenses

    beginning of year $152,349 · end of year $76,690

  • 19 · Deferred revenue

    beginning of year $12,516 · end of year $13,207

  • 21 · Escrow or custodial account liability

    beginning of year $1,359,306 · end of year $994,234

  • 25 · Other liabilities

    beginning of year $457,045 · end of year $501,077

  • 27 · Net assets without donor restrictions

    beginning of year $4,666,562 · end of year $5,074,274

  • 28 · Net assets with donor restrictions

    beginning of year $194,187 · end of year $211,502

Mission and programs · 2023

Mission

STRENGTHEN FAMILIES AND INDIVIDUALS WHO SEEK TO IMPROVE THE QUALITY OF THEIR LIVES.

  • ELDERLY SERVICE PROGRAM: CARE MANAGERS PROVIDED ASSISTANCE FOR OLDER ADULTS BY ASSESSING THEIR NEEDS AND ARRANGING FOR NECESSARY SERVICES TO KEEP THEM SAFE IN THEIR OWN HOMES. THE CARE MANAGERS COMPLETED MANY INTERVENTIONS INCLUDING THE INITIATION AND OVERSIGHT OF HOME-DELIVERED MEALS, TRANSPORTATION, HOMEMAKER, EMERGENCY RESPONSE SYSTEM, AND OTHER HOME-BASED SERVICES. CLIENT HOMES WERE CLEAN AND SAFE, AND CLIENTS WERE ABLE TO UNDERSTAND AND FOLLOW UP WITH SAFETY IMPROVEMENT RECOMMENDATIONS. SCREENING/INTAKE STAFF PROVIDED 12,500 UNITS OF SERVICE THROUGH TELEPHONE CALLS, REFERRALS TO COMMUNITY SERVICES, AND INDIVIDUAL ASSESSMENTS FOR THE ELDERLY SERVICE CARE MANAGERS.

    Expenses $2,230,549 · Revenue $2,852,597

  • GUARDIANSHIP: LIFESPAN STAFF GUARDIANS PROVIDED THOUSANDS OF HOURS OF INTERVENTIONS. THE GUARDIANSHIP PROGRAMS PROVIDED SERVICES TO HUNDREDS OF ELDERLY, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS WHO NEED A SURROGATE TO MAKE THEIR DECISIONS.

    Expenses $570,337 · Revenue $797,927

  • SCHOOL-BASED SOCIAL/SERVICE WORKERS: LIFESPAN ASSISTED STUDENTS MOVING CLOSER TO GRADUATION AND A MORE PROMISING FUTURE BY PROVIDING SOCIAL SERVICE INTERVENTIONS AND RESOURCES THROUGH THE SCHOOL BASED PROGRAMS.

    Expenses $54,641 · Revenue $78,694

  • FINANCIAL COUNSELING AND EDUCATION: CERTIFIED COUNSELORS AND COACHES, PROVIDED ONE-ON-ONE FINANCIAL EDUCATION, SUPPORT AND INTERVENTION TO FAMILIES WISHING TO IMPROVE PERSONAL FINANCES. INDIVIDUALS ATTENDED FINANCIAL EDUCATION, BUDGET MANAGEMENT, FIRST-TIME HOMEBUYER AND OTHER FINANCIAL RELATED WORKSHOPS/CLASSES OFFERED.REPRESENTATIVE PAYEE: LIFESPAN REPRESENTATIVE PAYEES SERVED INDIVIDUALS BY PRIORITIZING EXPENSES AND BILL PAYING BASED ON BUDGET PLANS. FOR EACH NEW INDIVIDUAL, A COMPREHENSIVE IN-PERSON ASSESSMENT IS COMPLETED TO DETERMINE DAY-TO-DAY NEEDS AND A BUDGET GIVING SPECIAL CONSIDERATION TO UTILITIES, FOOD, MEDICAL EXPENSES, AND DISCRETIONARY SPENDING.

    Expenses $331,919 · Revenue $373,730

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

Listed in Part VII

  • Brett Kirkpatrick

    PRESIDENT & CEO

    Total calculated
    $593,895
    From this org
    $0
    From related orgs
    $525,585
    Other
    $68,310
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,747 related
    Bonus
    $0 + $98,687 related
    Other
    $0 + $63,151 related
    Deferred
    $0 + $49,217 related
    Nontaxable benefits
    $0 + $19,093 related
    Filer's total
    $0 + $593,895 related

  • Dr William Fant

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • John Kirsch

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Randy Oppenheimer

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Nick Ziepfel

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Pete Abner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Margaret Baker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Neil Cohen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Timothy Egloff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Dan Griesinger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Cathy Kuhl

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Raquel Loveberry

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Robin Miller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Larry Mulligan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Andrew Schuster

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Rob Weigel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Jon Whalen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Brian Krause

    CHIEF FINANCIAL OFFICER

    Total calculated
    $338,235
    From this org
    $0
    From related orgs
    $307,287
    Other
    $30,948
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,884 related
    Bonus
    $0 + $41,858 related
    Other
    $0 + $13,545 related
    Deferred
    $0 + $9,749 related
    Nontaxable benefits
    $0 + $21,199 related
    Filer's total
    $0 + $338,235 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

The filer's explanations (Part III)

FORM 990, SCHEDULE J, LINE 3
A RELATED ORGANIZATION, COMMUNITY FIRST SOLUTIONS, USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR.

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.

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.

  • LIFESPAN SERVICES LLC

    OWNER OF BUILDING AT 1900 FAIRGROVE AVE · OH · income $11,816 · assets $1,107,336

    Directly controlled by LIFESPAN INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
1 April 2025
IRS schema version
2023v6.0
Source object
202530949349301103

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