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Nonprofiteer
← SENIORS FIRST INC

Form 990 for tax year 2023

Filed by SENIORS FIRST INC.

Totals

Total revenue
$14,030,597
Total expenses
$13,615,630
Contributions and grants received
$769,913
Grants paid
$0
Program service revenue
$13,144,422
Investment income
$90,171
Other revenue
$26,091
Total assets, end of year
$9,050,746
Total liabilities, end of year
$1,996,150
Net assets or fund balances, end of year
$7,054,596
Program services expenses (Part IX)
$11,241,348
Management and general expenses
$2,037,132
Fundraising expenses
$337,150
Program service expenses (Part III)
$11,241,348

Program services were 82.6% 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.

  • 1a · Federated campaigns

    $80,130

  • 1c · Fundraising events

    $110,061

  • 1f · All other contributions, gifts and grants

    $579,722

  • 1g · Noncash contributions included above

    $10,326

  • 2a · Program service revenue: SUPPORTED PROGRAM SERVICES

    total $12,980,092 · related or exempt $12,980,092

  • 2b · Program service revenue: CLIENT SERVICE REVENUE

    total $164,330 · related or exempt $164,330

  • 3 · Investment income

    total $90,171 · excluded $90,171

  • 8a · Fundraising events: gross income

    $202,830

  • 8a · Fundraising events: contributions included on line 1c

    $110,061

  • 8b · Fundraising events: direct expenses

    $141,934

  • 8c · Net income from fundraising events

    total $60,896 · excluded $60,896

  • 10a · Gross sales of inventory

    $314,331

  • 10b · Cost of goods sold

    $355,199

  • 10c · Net income from sales of inventory

    total -$40,868 · related or exempt -$40,868

  • 11a · Other revenue: REBATES

    total $5,915 · related or exempt $5,915

  • 11b · Other revenue: MISCELLANEOUS INCOME

    total $148 · related or exempt $148

  • 11e · Other revenue, total

    $6,063

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $358,473 · management and general $358,473

  • 7 · Other salaries and wages

    total $3,957,869 · program services $2,886,385 · management and general $835,098 · fundraising $236,386

  • 8 · Pension plan contributions

    total $203,718 · program services $136,228 · management and general $56,333 · fundraising $11,157

  • 9 · Other employee benefits

    total $368,813 · program services $246,629 · management and general $101,986 · fundraising $20,198

  • 10 · Payroll taxes

    total $317,853 · program services $212,552 · management and general $87,894 · fundraising $17,407

  • 11b · Fees: legal

    total $2,677 · program services $2,677

  • 11c · Fees: accounting

    total $47,960 · management and general $47,960

  • 11g · Fees: other

    total $4,188,575 · program services $4,110,349 · management and general $57,547 · fundraising $20,679

  • 12 · Advertising and promotion

    total $10,575 · program services $5,477 · management and general $1,037 · fundraising $4,061

  • 13 · Office expenses

    total $172,145 · program services $60,344 · management and general $92,723 · fundraising $19,078

  • 14 · Information technology

    total $113,090 · management and general $113,090

  • 16 · Occupancy

    total $151,309 · program services $104,359 · management and general $45,026 · fundraising $1,924

  • 17 · Travel

    total $137,404 · program services $123,392 · management and general $12,907 · fundraising $1,105

  • 19 · Conferences, conventions and meetings

    total $11,950 · program services $933 · management and general $9,594 · fundraising $1,423

  • 20 · Interest

    total $2,486 · management and general $2,486

  • 22 · Depreciation, depletion and amortization

    total $90,679 · program services $27,277 · management and general $63,402

  • 23 · Insurance

    total $247,467 · program services $129,231 · management and general $118,236

  • 24a · Other expenses: MEALS

    total $2,158,100 · program services $2,158,100

  • 24b · Other expenses: PROGRAM SUPPLIES

    total $893,188 · program services $889,541 · fundraising $3,647

  • 24c · Other expenses: EQUIPMENT EXPENSE

    total $181,273 · program services $147,848 · management and general $33,340 · fundraising $85

  • 24d · Other expenses: OTHER EXPENSES

    total $26 · program services $26

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,940,330 · end of year $671,712

  • 2 · Savings and temporary cash investments

    beginning of year $199,315 · end of year $3,796,267

  • 4 · Accounts receivable

    beginning of year $2,441,358 · end of year $1,992,492

  • 8 · Inventories for sale or use

    beginning of year $93,120 · end of year $40,766

  • 9 · Prepaid expenses and deferred charges

    beginning of year $141,328 · end of year $639,532

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

    $2,927,474

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

    $1,865,246

  • 10c · Land, buildings and equipment, net

    beginning of year $1,068,054 · end of year $1,062,228

  • 12 · Investments: other securities

    beginning of year $1,032,862 · end of year $592,659

  • 15 · Other assets

    beginning of year $65,700 · end of year $255,090

  • 17 · Accounts payable and accrued expenses

    beginning of year $856,416 · end of year $985,051

  • 19 · Deferred revenue

    beginning of year $492,805 · end of year $826,960

  • 25 · Other liabilities

    beginning of year $0 · end of year $184,139

  • 27 · Net assets without donor restrictions

    beginning of year $6,320,648 · end of year $6,709,800

  • 28 · Net assets with donor restrictions

    beginning of year $312,198 · end of year $344,796

Mission and programs · 2023

Mission

THE ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF SENIORS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY.

Activities or mission (Part I)

TO ENHANCE THE QUALITY OF LIFE OF SENIORS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY.

  • IN HOME SERVICES PROVIDES APPROXIMATELY 4,002 ADULTS WITH CASE MANAGEMENT, HOMEMAKER, PERSONAL CARE, RESPITE COMPANION, SOCIAL WORK, AND SCREENING & ASSESSMENT SERVICES.SEE SCHEDULE O FOR ADDITIONAL INFORMATION. CASE MANAGEMENT - MANY SERVICES ARE OFFERED THAT HELP FRAIL SENIORS RETAIN THEIR INDEPENDENCE AND SELF ESTEEM SO THAT THEY CAN REMAIN IN THEIR OWN HOMES. A CASE MANAGER IS ASSIGNED TO EACH CLIENT TO ASSESS THE CLIENT'S NEEDS AND MONITORS THE CLIENT'S CARE ON A MONTHLY BASIS.PERSONAL CARE - HOMEBOUND CLIENTS RECEIVE GENERAL HYGIENE SERVICES, INCLUDING BATH CARE, SHAMPOOS, SHAVES FOR MEN, DRESSING, FEEDING, AMBULATING, ETC.HOMEMAKER - THE HOMEMAKING TEAM PROVIDES LIGHT HOUSEKEEPING AND HOME MANAGEMENT SERVICES.IN-HOME RESPITE - QUALIFIED RESPITE WORKERS PROVIDE A BREAK FOR CAREGIVERS.

    Expenses $5,222,770 · Revenue $6,090,773

  • NUTRITIONAL SERVICES PROVIDES APPROXIMATELY 2,100 INDIVIDUALS WITH ADULT SERVICES INCLUDING HOME DELIVERED MEALS, CONGREGATE MEALS, NUTRITIONAL EDUCATION, AND NUTRITIONAL OUTREACH.SEE SCHEDULE O FOR ADDITIONAL INFORMATION.MEALS ON WHEELS - NUTRITIOUS MEALS, WARM CONVERSATION AND REGULAR SAFETY CHECKS ARE PROVIDED TO HOMEBOUND SENIORS LIVING IN ORANGE COUNTY.NEIGHBORHOOD LUNCH PROGRAM WITH TRANSPORTATION - HOT, NUTRITIOUS MEALS IN A SOCIAL ENVIRONMENT ARE PROVIDED WEEKDAYS AT DESIGNATED NEIGHBORHOOD LUNCH SITES IN ORANGE COUNTY.

    Expenses $3,819,973 · Revenue $4,454,839

  • OTHER SERVICES PROVIDES APPROXIMATELY 2,084 INDIVIDUALS WITH ADULT SERVICES INCLUDING ADULT DAY CARE, LEGAL ASSISTANCE, GUARDIANSHIP, TRANSPORTATION, EMERGENCY RESPONSE AND CONSUMABLE MEDICAL SUPPLIES.SEE SCHEDULE O FOR ADDITIONAL INFORMATION.STEPPING STONE MEDICAL EQUIPMENT BANK - STEPPING STONE REFURBISHES DONATED MEDICAL EQUIPMENT AND REDISTRIBUTES IT FREE OF CHARGE, OR AT A NOMINAL FEE, TO INDIVIDUALS IN NEED.A SIGNIFICANT NUMBER OF UNPAID VOLUNTEERS DONATE THEIR SERVICES IN SUPPORT OF ALL PROGRAM AREAS OF THE ORGANIZATION.THE ORGANIZATION ALSO RECEIVES CERTAIN SERVICES FOR ITS PROGRAMS AND, UTILIZES SPACE THAT IS PROVIDED AT NO CHARGE. THE FAIR VALUE OF THESE SERVICES FOR 2023 WAS $364,500 TELEPHONE REASSURANCE IS DEFINED AS COMMUNICATING WITH DESIGNATED CLIENTS BY TELEPHONE ON A MUTUALLY AGREED SCHEDULE TO DETERMINE THEIR SAFETY AND TO PROVIDE PSYCHOLOGICAL REASSURANCE, OR TO IMPLEMENT SPECIAL OR EMERGENCY ASSISTANCE. SHOPPING ASSISTANCE IS DEFINED AS ASSISTING A CLIENT IN GETTING TO AND FROM STORES OR SHOPPING ON BEHALF OF A CLIENT, INCLUDING THE PROPER SELECTION OF ITEMS TO PURCHASE. THE SERVICE ALSO INCLUDES STORING PURCHASED ITEMS UPON RETURN TO THE CLIENT'S HOME. AN INDIVIDUAL SHOPPING AIDE MAY ASSIST MORE THAN ONE CLIENT DURING A SHOPPING TRIP.

    Expenses $2,198,605 · Revenue $2,564,005

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

Listed in Part VII

  • CAROL CLARK

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    3

  • MICHAEL BURCH

    1ST VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • PAM LIVELY

    2ND VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT MUSZYNSKI

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • HALLIE ROORDA

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • KIM BLAYLOCK

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • STEVEN M FISHER

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • JUSTIN BIRMELE

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JOHN GAY

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • MCGREGOR LOVE

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CAMERON MAYFIELD

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MELVIN PITTMAN

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ANNE STONE

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LISA SKARLUPKA

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ALYSE VERNER

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STEVEN NGUYEN

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINA PINTO

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DELROY WAUGH

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARSHA LORENZ

    PRESIDENT/CEO

    Total calculated
    $231,731
    From this org
    $210,605
    From related orgs
    $0
    Other
    $21,126
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $170,605
    Bonus
    $40,000
    Other
    $0
    Deferred
    $12,900
    Nontaxable benefits
    $8,226
    Filer's total
    $231,731

  • DAVID ERNE

    CFO

    Total calculated
    $134,558
    From this org
    $128,943
    From related orgs
    $0
    Other
    $5,615
    Hours/week
    40 + 1 related

  • DEBRA WILLIAMS

    VP OF HR

    Total calculated
    $126,988
    From this org
    $111,770
    From related orgs
    $0
    Other
    $15,218
    Hours/week
    40

  • WENDY JACKSON

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $120,987
    From this org
    $106,141
    From related orgs
    $0
    Other
    $14,846
    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. 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 FOUNDATION INC

    501(C)(3) · PROVIDE FUNDING TO SENIORS FIRST, INC. · FL · controlled entity

    Directly controlled by SENIORS FIRST INC

Provenance

Return type
form_990
Tax year
2023
Filed
9 September 2024
IRS schema version
2023v5.1
Source object
202402539349301260

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