Seniors First Inc
- Assets
- $6.9m
- Revenue
- $11.6m
- Investments
- $999.6k
- Employees
- 144
- Location
- Orlando, FL
- Founding
- 09/1988
- Data as of
- 12/2021
- EIN
- 59-2759603
Organization Overview
Seniors First Inc is located in Orlando, FL. The organization was established in 1988. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 12/2021, Seniors First Inc employed 144 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Seniors First Inc 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 12/2021, Seniors First Inc generated $11.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.3% each year. All expenses for the organization totaled $10.9m during the year ending 12/2021. While expenses have increased by 3.4% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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
TO ENHANCE THE QUALITY OF LIFE OF SENIORS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
IN HOME SERVICES PROVIDES APPROXIMATELY 4,324 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.
NUTRITIONAL SERVICES PROVIDES APPROXIMATELY 2,138 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.
OTHER SERVICES PROVIDES APPROXIMATELY 2,827 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 2021 WAS $288,300 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Marsha Lorenz President/ceo | Officer | 40 | $134,888 |
Judy Jackson CFO | Officer | 40 | $67,817 |
Carol Clark 1st Vice Chair | OfficerTrustee | 2 | $0 |
Kim Blaylock Chairman | OfficerTrustee | 3 | $0 |
Bruce Marin 2nd Vice Chair | OfficerTrustee | 2 | $0 |
Michael Burch Treasurer | OfficerTrustee | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Right At Home Llc In Home Services | 12/30/21 | $541,605 |
Foscolo Homecare Inc In Home Services | 12/30/21 | $574,633 |
Sonas Home Health Care In Home Services | 12/30/21 | $461,416 |
Etairos Health Inc In Home Services | 12/30/21 | $449,645 |
Summit Home Healthcare Inc In Home Services | 12/30/21 | $379,854 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $93,749 |
| Membership dues | $0 |
| Fundraising events | $93,250 |
| Related organizations | $0 |
| Government grants | $777,827 |
| All other contributions, gifts, grants, and similar amounts not included above | $576,119 |
| Noncash contributions included in lines 1a–1f | $11,504 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,540,945 |
| Total Program Service Revenue | $10,015,214 |
| Investment income | $384 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $41,411 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $30,538 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,637,744 |
| 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. | $207,288 |
| Compensation of current officers, directors, key employees. | $176,195 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,182,916 |
| Pension plan accruals and contributions | $74,578 |
| Other employee benefits | $370,164 |
| Payroll taxes | $244,349 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $51,174 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $3,315,724 |
| Advertising and promotion | $0 |
| Office expenses | $68,625 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $97,529 |
| Travel | $91,005 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $140,808 |
| Insurance | $171,851 |
| All other expenses | $54,808 |
| Total functional expenses | $10,942,712 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,963,387 |
| Savings and temporary cash investments | $199,295 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,296,244 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $85,776 |
| Prepaid expenses and deferred charges | $83,363 |
| Net Land, buildings, and equipment | $1,149,431 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $999,623 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $74,662 |
| Total assets | $6,851,781 |
| Accounts payable and accrued expenses | $641,078 |
| Grants payable | $0 |
| Deferred revenue | $272,387 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $913,465 |
| Net assets without donor restrictions | $5,658,704 |
| Net assets with donor restrictions | $279,612 |
| 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 | $6,851,781 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Seniors First Inc has recieved totaling $500.
| Awarding Organization | Amount |
|---|---|
Homer And Patricia Bodiford Family Foundation Inc Oakland, FL PURPOSE: GENERAL | $500 |
Endowment Analysis
| Beg. Balance | $64,379 |
| Earnings | $9,610 |
| Admin Expense | $887 |
| Other Expense | $1,692 |
| Ending Balance | $71,410 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Areawide Council On Aging Of Broward County Inc Sunrise, FL | $24,945,017 | $35,611,356 |
Senior Connection Center Inc Tampa, FL | $6,323,392 | $31,182,357 |
Morselife Housing Corporation Inc West Palm Beach, FL | $149,720,364 | $25,757,554 |
Area Agency On Aging Of Palm Beach- Treasure Coast Inc West Palm Beach, FL | $10,902,436 | $30,560,606 |
Area Agency On Aging Of Pasco-Pinellas Inc St Petersburg, FL | $8,252,945 | $27,888,489 |
Northeast Florida Area Agency On Aging Inc Jacksonville, FL | $5,702,503 | $25,650,557 |
Mid-Florida Area Agency On Aging Inc Gainesville, FL | $7,911,620 | $25,273,511 |
Suncoast Pace Inc Clearwater, FL | $13,555,248 | $27,843,705 |
Area Agency On Aging Of Central Florida Inc Orlando, FL | $4,933,881 | $22,567,397 |
Area Agency On Aging For Southwest Florida Inc Fort Myers, FL | $7,137,092 | $21,154,051 |
Community Senior Life Inc Orange Beach, AL | $9,773,868 | $15,042,221 |
Legacy Link Inc Oakwood, GA | $6,797,475 | $15,898,819 |