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Nonprofiteer
← LIFESPAN INCORPORATED

Form 990 for tax year 2023

Filed by LIFESPAN INCORPORATED.

Totals

Total revenue
$20,492,650
Total expenses
$19,899,272
Contributions and grants received
$839,067
Grants paid
$0
Program service revenue
$19,403,450
Investment income
$156,220
Other revenue
$93,913
Total assets, end of year
$15,941,698
Total liabilities, end of year
$4,193,990
Net assets or fund balances, end of year
$11,747,708
Program services expenses (Part IX)
$17,325,014
Management and general expenses
$2,184,933
Fundraising expenses
$389,325
Program service expenses (Part III)
$17,325,014

Program services were 87.1% 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.

  • 1c · Fundraising events

    $140,920

  • 1e · Government grants (contributions)

    $421,947

  • 1f · All other contributions, gifts and grants

    $276,200

  • 1g · Noncash contributions included above

    $9,226

  • 2a · Program service revenue: CREATIVE CAMPUS

    total $8,864,236 · related or exempt $8,864,236

  • 2b · Program service revenue: MEDICAID RECEIPTS-ICF/IID

    total $3,636,411 · related or exempt $3,636,411

  • 2c · Program service revenue: COMMUNITY EMPLOYMENT

    total $3,514,489 · related or exempt $3,514,489

  • 2d · Program service revenue: LEARNING CENTER

    total $2,041,144 · related or exempt $2,041,144

  • 2e · Program service revenue: ADULT CARE HOMES

    total $519,993 · related or exempt $519,993

  • 2f · All other program service revenue

    total $827,177 · related or exempt $827,177

  • 3 · Investment income

    total $17,156 · excluded $17,156

  • 6a · Gross rents

    real property $105,890

  • 6b · Less rental expenses

    real property $24,490

  • 6c · Rental income or loss

    real property $81,400

  • 6d · Net rental income or loss

    total $81,400 · related or exempt $63,441 · unrelated business $17,959

  • 7a · Gross sales of assets other than inventory

    securities $1,072,865 · other assets $38,458

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

    securities $957,659 · other assets $14,600

  • 7c · Gain or loss

    securities $115,206 · other assets $23,858

  • 7d · Net gain or loss

    total $139,064 · related or exempt $139,064

  • 8a · Fundraising events: gross income

    $10,390

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

    $140,920

  • 8b · Fundraising events: direct expenses

    $98,970

  • 8c · Net income from fundraising events

    total -$88,580 · excluded -$88,580

  • 11a · Other revenue: OTHER INCOME

    total $101,093 · related or exempt $101,093

  • 11e · Other revenue, total

    $101,093

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $446,665 · program services $391,628 · management and general $44,362 · fundraising $10,675

  • 7 · Other salaries and wages

    total $11,263,879 · program services $9,854,951 · management and general $1,128,016 · fundraising $280,912

  • 9 · Other employee benefits

    total $1,657,375 · program services $1,500,258 · management and general $143,752 · fundraising $13,365

  • 10 · Payroll taxes

    total $915,393 · program services $800,892 · management and general $91,672 · fundraising $22,829

  • 11b · Fees: legal

    total $18,707 · management and general $18,707

  • 11c · Fees: accounting

    total $134,561 · program services $4,500 · management and general $130,061

  • 11f · Fees: investment management

    total $16,948 · management and general $16,948

  • 11g · Fees: other

    total $1,854,803 · program services $1,819,717 · management and general $31,586 · fundraising $3,500

  • 12 · Advertising and promotion

    total $23,275 · program services $3,943 · management and general $3,239 · fundraising $16,093

  • 13 · Office expenses

    total $73,677 · program services $55,612 · management and general $15,546 · fundraising $2,519

  • 14 · Information technology

    total $562,163 · program services $301,524 · management and general $246,600 · fundraising $14,039

  • 16 · Occupancy

    total $512,632 · program services $462,055 · management and general $49,403 · fundraising $1,174

  • 19 · Conferences, conventions and meetings

    total $235,476 · program services $207,611 · management and general $19,538 · fundraising $8,327

  • 20 · Interest

    total $97,079 · program services $50,196 · management and general $46,883

  • 22 · Depreciation, depletion and amortization

    total $546,263 · program services $479,261 · management and general $63,208 · fundraising $3,794

  • 23 · Insurance

    total $184,385 · program services $143,630 · management and general $39,637 · fundraising $1,118

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $505,021 · program services $449,030 · management and general $53,822 · fundraising $2,169

  • 24b · Other expenses: FOOD

    total $245,972 · program services $239,567 · management and general $4,439 · fundraising $1,966

  • 24c · Other expenses: MEDICAID ASSESSMENT

    total $234,012 · program services $234,012

  • 24d · Other expenses: MISCELLANEOUS

    total $133,094 · program services $89,880 · management and general $36,428 · fundraising $6,786

  • 24e · All other expenses

    total $237,892 · program services $236,747 · management and general $1,086 · fundraising $59

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,621,498 · end of year $2,584,647

  • 4 · Accounts receivable

    beginning of year $1,774,368 · end of year $1,746,051

  • 7 · Other notes and loans receivable

    beginning of year $108,934 · end of year $94,684

  • 9 · Prepaid expenses and deferred charges

    beginning of year $107,688 · end of year $96,689

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

    $14,996,285

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

    $6,634,409

  • 10c · Land, buildings and equipment, net

    beginning of year $8,540,367 · end of year $8,361,876

  • 11 · Investments: publicly traded securities

    beginning of year $2,880,659 · end of year $2,891,499

  • 14 · Intangible assets

    beginning of year $46,041 · end of year $46,041

  • 15 · Other assets

    beginning of year $95,882 · end of year $120,211

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,512,217 · end of year $1,691,492

  • 23 · Secured mortgages and notes payable

    beginning of year $2,129,361 · end of year $2,038,786

  • 25 · Other liabilities

    beginning of year $568,927 · end of year $463,712

  • 27 · Net assets without donor restrictions

    beginning of year $10,593,077 · end of year $11,308,956

  • 28 · Net assets with donor restrictions

    beginning of year $371,855 · end of year $438,752

Mission and programs · 2023

Mission

LIFESPAN EMPOWERS CHILDREN AND ADULTS WITH DISABILITIES BY PROVIDING EDUCATION, EMPLOYMENT, AND ENRICHMENT OPPORTUNITIES TO LIVE, WORK AND PLAY IN THEIR COMMUNITIES.

  • EMPLOYMENT AND ENRICHMENT: LIFESPAN HAS DEVELOPED ENRICHMENT PROGRAMS IN STANLY, UNION, MECKLENBURG, IREDELL, SURRY, GUILFORD, CHEROKEE AND HAYWOOD COUNTIES THAT FEATURE COMMUNITY AND CAMPUS BASED LEARNING ENVIRONMENTS. EACH CREATIVE CAMPUS FEATURES INTERACTIVE CURRICULUM THAT FOCUSES ON HORTICULTURE, VISUAL ARTS, PERFORMING ARTS, CULINARY ARTS, SENSORY EXPERIENCES, HEALTH AND WELLNESS, LEISURE AND RECREATION, COMPUTER LITERACY, MUSIC APPRECIATION, VOLUNTEERISM, AND COMPENSATORY EDUCATION. ENRICHMENT SERVICES ALSO INCLUDE RESIDENTIAL SERVICES FOR WHICH PROGRAMMING INCLUDES TRAINING AND ASSISTANCE WITH SOCIAL SKILLS, PERSONAL HEALTH AND HYGIENE, RECREATION AND LEISURE ACTIVITIES AND SPECIALIZED THERAPIES. IN ADDITION, LIFESPAN OPERATES FOUR ICF/IID GROUP HOMES AND FOUR INNOVATION GROUP HOMES IN CHEROKEE AND MECKLENBURG COUNTIES. LIFESPAN PROVIDES EMPLOYMENT SERVICES FOR INDIVIDUALS WITH DISABILITIES IN COMMUNITIES ACROSS WESTERN AND CENTRAL NORTH CAROLINA. LIFESPAN IS COMMISSIONED BY THE DIVISION OF VOCATIONAL REHABILITATION SERVICES AND MANAGED CARE ORGANIZATIONS TO SECURE EMPLOYMENT OPPORTUNITIES FOR THOSE WHO WANT TO WORK. OUR SERVICE FOOTPRINT FOR EMPLOYMENT SERVICES SPANS 28 COUNTIES. SERVICES INCLUDE EVALUATING INDIVIDUAL'S VOCATIONAL ABILITIES AND HELPING THEM IDENTIFY THEIR EMPLOYMENT PREFERENCES. JOB COACHES THEN LOCATE LOCAL EMPLOYMENT OPPORTUNITIES, WORK TO SECURE THE JOB FOR THE INDIVIDUAL AND PROVIDE ON-THE-JOB TRAINING AND CONTINUOUS SUPPORT TO THE INDIVIDUAL.

    Expenses $14,233,971 · Revenue $15,941,582

  • EDUCATION: LIFESPAN EARLY LEARNING CENTER SERVES CHILDREN WITH DISABILITIES AND CHILDREN WITH TYPICAL NEEDS WHO ARE SIX WEEKS THROUGH THE START OF KINDERGARTEN. USING A REVERSE MAINSTREAM MODEL OF INCLUSION, THE PROGRAM GIVES CHILDREN OPPORTUNITIES TO INTERACT WITH, LEARN FROM AND DEVELOP RELATIONSHIPS WITH EACH OTHER. THERE ARE FOUR SCHOOLS IN ALAMANCE AND IREDELL COUNTIES. LIFESPAN PROVIDES EARLY INTERVENTION SERVICES FOR CHILDREN BIRTH THROUGH THREE YEARS OF AGE THROUGH THE CHILDREN'S DEVELOPMENTAL SERVICES AGENCIES IN 34 NORTH CAROLINA COUNTIES. SERVICES ARE PROVIDED IN THE HOME, CHILDCARE CENTER, OR OTHER NATURAL ENVIRONMENT THAT WILL CORRECT, REDUCE OR PREVENT FURTHER DETERIORATION OF IDENTIFIED DEFICITS IN A CHILD'S MENTAL OR PHYSICAL HEALTH.

    Expenses $3,091,043 · Revenue $3,461,868

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

Listed in Part VII

  • Kenneth Fuquay

    PRESIDENT/CE

    Total calculated
    $183,868
    From this org
    $166,207
    From related orgs
    $0
    Other
    $17,661
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,207
    Bonus
    not reported
    Other
    not reported
    Deferred
    $5,233
    Nontaxable benefits
    $12,428
    Filer's total
    $183,868

  • Robin Devore

    CCO

    Total calculated
    $128,328
    From this org
    $112,285
    From related orgs
    $0
    Other
    $16,043
    Hours/week
    40

  • Christopher White

    VICE PRESIDE

    Total calculated
    $121,516
    From this org
    $119,708
    From related orgs
    $0
    Other
    $1,808
    Hours/week
    40

  • Barbara Wilson

    SECRETARY/CH

    Total calculated
    $121,068
    From this org
    $117,453
    From related orgs
    $0
    Other
    $3,615
    Hours/week
    40

  • Carolyn Allison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Bovard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nathaniel Brookhouse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robin Carson

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Steve Fletcher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joel Ford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Janet Fortner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mickeia Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gwendolyn Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shay Prosser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dan Richardson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michal Shepard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Evan Turtz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Vickers-Koch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Russell Zusi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

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.

Provenance

Return type
form_990
Tax year
2023
Filed
25 January 2025
IRS schema version
2023v6.0
Source object
202520279349300417

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