Lifespan Incorporated
- Assets
- $5.1m
- Revenue
- $4.3m
- Investments
- $0.0
- Employees
- 72
- Location
- Hamilton, OH
- Founding
- 11/1955
- Data as of
- 06/2021
- EIN
- 31-0536660
Organization Overview
Lifespan Incorporated is located in Hamilton, OH. The organization was established in 1955. According to its NTEE Classification (P46) the organization is classified as: Family Counseling, under the broad grouping of Human Services and related organizations. As of 06/2021, Lifespan Incorporated employed 72 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lifespan Incorporated is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Lifespan Incorporated generated $4.3m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 1.3% each year. All expenses for the organization totaled $3.8m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
STRENGTHEN FAMILIES AND INDIVIDUALS WHO SEEK TO IMPROVE THE QUALITY OF THEIR LIVES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ELDERLY SERVICES PROGRAM: CARE MANAGERS PROVIDED ASSISTANCE FOR 5,100 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.
GUARDIANSHIP: LIFESPAN STAFF GUARDIANS PROVIDED OVER 10,300 HOURS OF INTERVENTIONS WHILE VOLUNTEER GUARDIANS PROVIDED 205 HOURS. THE GUARDIANSHIP PROGRAMS PROVIDED SERVICES TO MORE THAN 310 ELDERLY, MENTALLY ILL, AND DEVELOPMENTALLY DISABLED INDIVIDUALS WHO NEED A SURROGATE TO MAKE THEIR DECISIONS.
SCHOOL-BASED SOCIAL/SERVICE WORKERS: LIFESPAN ASSISTED ALMOST 525 STUDENTS MOVING CLOSER TO GRADUATION AND A MORE PROMISING FUTURE BY PROVIDING MORE THAN 3,800 HOURS OF SOCIAL SERVICE INTERVENTIONS AND RESOURCES THROUGH THE SCHOOL BASED PROGRAMS AT BUTLER COUNTY SCHOOLS AND WARREN COUNTY SCHOOLS.
FINANCIAL COUNSELING AND EDUCATION: CERTIFIED COUNSELORS AND COACHES, PROVIDED ONE-ON-ONE FINANCIAL EDUCATION, SUPPORT AND INTERVENTION TO ALMOST 300 FAMILIES WISHING TO IMPROVE PERSONAL FINANCES. MORE THAN 1,750 INDIVIDUALS ATTENDED OVER 200 FINANCIAL EDUCATION, BUDGET MANAGEMENT, FIRST-TIME HOMEBUYER AND OTHER FINANCIAL RELATED WORKSHOPS/CLASSES OFFERED IN BUTLER, HAMILTON, AND WARREN COUNTIES.REPRESENTATIVE PAYEE: LIFESPAN REPRESENTATIVE PAYEES SERVED MORE THAN 600 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.
ELDERLY SERVICES PROGRAM: CARE MANAGERS PROVIDED ASSISTANCE FOR 5,100 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.
GUARDIANSHIP: LIFESPAN STAFF GUARDIANS PROVIDED OVER 10,300 HOURS OF INTERVENTIONS WHILE VOLUNTEER GUARDIANS PROVIDED 205 HOURS. THE GUARDIANSHIP PROGRAMS PROVIDED SERVICES TO MORE THAN 310 ELDERLY, MENTALLY ILL, AND DEVELOPMENTALLY DISABLED INDIVIDUALS WHO NEED A SURROGATE TO MAKE THEIR DECISIONS.
SCHOOL-BASED SOCIAL/SERVICE WORKERS: LIFESPAN ASSISTED ALMOST 525 STUDENTS MOVING CLOSER TO GRADUATION AND A MORE PROMISING FUTURE BY PROVIDING MORE THAN 3,800 HOURS OF SOCIAL SERVICE INTERVENTIONS AND RESOURCES THROUGH THE SCHOOL BASED PROGRAMS AT BUTLER COUNTY SCHOOLS AND WARREN COUNTY SCHOOLS.
FINANCIAL COUNSELING AND EDUCATION: CERTIFIED COUNSELORS AND COACHES, PROVIDED ONE-ON-ONE FINANCIAL EDUCATION, SUPPORT AND INTERVENTION TO ALMOST 300 FAMILIES WISHING TO IMPROVE PERSONAL FINANCES. MORE THAN 1,750 INDIVIDUALS ATTENDED OVER 200 FINANCIAL EDUCATION, BUDGET MANAGEMENT, FIRST-TIME HOMEBUYER AND OTHER FINANCIAL RELATED WORKSHOPS/CLASSES OFFERED IN BUTLER, HAMILTON, AND WARREN COUNTIES.REPRESENTATIVE PAYEE: LIFESPAN REPRESENTATIVE PAYEES SERVED MORE THAN 600 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brett Kirkpatrick President/ceo | OfficerTrustee | 10 | $0 |
William Fant Chair | OfficerTrustee | 1 | $0 |
Robert Weigel Vice Chair | OfficerTrustee | 1 | $0 |
Margaret Baker Secretary/treasurer | OfficerTrustee | 1 | $0 |
Brian Krause CFO | Officer | 40 | $0 |
Clarissa Lichliter Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $97,551 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $97,551 |
| Total Program Service Revenue | $4,141,085 |
| Investment income | $19,722 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $3,538 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,287,987 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,680,855 |
| Pension plan accruals and contributions | $8,406 |
| Other employee benefits | $348,085 |
| Payroll taxes | $240,384 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $2,325 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $89,084 |
| Advertising and promotion | $10,878 |
| Office expenses | $70,298 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $96,096 |
| Travel | $22,831 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,569 |
| Interest | $27,146 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $102,319 |
| Insurance | $34,762 |
| All other expenses | $0 |
| Total functional expenses | $3,809,353 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $150 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $1,504,358 |
| Accounts receivable, net | $319,454 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $1,245,819 |
| Investments—publicly traded securities | $445,823 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,624,333 |
| Total assets | $5,139,937 |
| Accounts payable and accrued expenses | $148,471 |
| Grants payable | $0 |
| Deferred revenue | $17,691 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $1,377,877 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $551,490 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $398,129 |
| Total liabilities | $2,493,658 |
| Net assets without donor restrictions | $2,642,764 |
| Net assets with donor restrictions | $3,515 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $5,139,937 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Lifespan Incorporated has recieved totaling $33,794.
| Awarding Organization | Amount |
|---|---|
Butler County United Way Hamilton, OH PURPOSE: SCHOOL BASED SOCIAL SERVICES; DONOR DESIGNATIONS | $15,000 |
Hamilton Community Foundation Inc Hamilton, OH PURPOSE: GENERAL/OPERATING | $10,655 |
United Way Of Greater Cincinnati Cincinnati, OH PURPOSE: Program Operating Cost | $8,128 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $11 |
Endowment Analysis
| Beg. Balance | $193,957 |
| Earnings | $54,353 |
| Admin Expense | $2,454 |
| Ending Balance | $245,856 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Family Counseling Center Of Armstrong County Kittanning, PA | $12,207,435 | $12,939,142 |
Compass Family And Community Services Mineral Ridge, OH | $11,431,848 | $11,891,849 |
Family & Childrens Place Inc Louisville, KY | $8,791,657 | $10,784,827 |
Pastoral Counseling Service Of Summit County Akron, OH | $4,574,114 | $10,554,126 |
Reach Counseling Services Brook Park, OH | $3,485,233 | $7,031,976 |
Council For Relationships Inc Philadelphia, PA | $2,207,573 | $6,448,638 |
Reading Specialists Educational Association Reading, PA | $2,699,496 | $6,153,805 |
Christian Counseling And Educational Foundation Glenside, PA | $4,843,174 | $5,293,331 |
Emerge Ministries Inc Akron, OH | $1,102,174 | $3,933,346 |
Lacasa Howell, MI | $9,344,890 | $8,401,570 |
Lifespan Incorporated Hamilton, OH | $5,139,937 | $4,287,987 |
Teaching Family Homes Of Upper Michigan Marquette, MI | $2,801,659 | $3,229,035 |