2024-09-09T13:51:45-05:00 2023-12-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-01-01 592759603 SENIORS FIRST INC SENI 4072920177 5395 LB MCLEOD ROAD ORLANDO FL 32811 MARSHA LORENZ PRESIDENT/CEO 4072920177 2024-09-09 1 0 VICKI L HINZ CPA P00356696 4077405400 2023 2024-08-08 14:25:15Z MARSHA LORENZ 5395 LB MCLEOD ROAD ORLANDO FL 32811 14527730 0 X WWW.SENIORSFIRSTINC.ORG X 1986 FL TO ENHANCE THE QUALITY OF LIFE OF SENIORS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY. 18 18 130 402 0 0 722849 769913 12644903 13144422 2595 90171 63862 26091 13434209 14030597 0 0 0 0 4320940 5206726 0 0 337150 8408239 8408904 12729179 13615630 705030 414967 7982067 9050746 1349221 1996150 6632846 7054596 X THE ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF SENIORS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY. 0 0 5222770 6090773 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. 3819973 4454839 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. 2198605 2564005 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. 11241348 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 48 0 1 130 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MAUREEN HOULIHAN 4072920177 5395 LB MCLEOD ROAD ORLANDO FL 32811 CAROL CLARK CHAIRMAN 3.00 X X 0 0 0 MICHAEL BURCH 1ST VICE CHAIR 2.00 X X 0 0 0 PAM LIVELY 2ND VICE CHAIR 2.00 X X 0 0 0 ROBERT MUSZYNSKI TREASURER 2.00 X 0 0 0 HALLIE ROORDA SECRETARY 2.00 X 0 0 0 KIM BLAYLOCK PAST CHAIRMAN 2.00 X X 0 0 0 STEVEN M FISHER MEMBER 2.00 1.00 X X 0 0 0 JUSTIN BIRMELE MEMBER 2.00 X 0 0 0 JOHN GAY MEMBER 2.00 1.00 X 0 0 0 MCGREGOR LOVE MEMBER 2.00 X 0 0 0 CAMERON MAYFIELD MEMBER 2.00 X 0 0 0 MELVIN PITTMAN MEMBER 2.00 X 0 0 0 ANNE STONE MEMBER 2.00 X 0 0 0 LISA SKARLUPKA MEMBER 2.00 X 0 0 0 ALYSE VERNER MEMBER 2.00 X 0 0 0 STEVEN NGUYEN MEMBER 2.00 X 0 0 0 CHRISTINA PINTO MEMBER 2.00 X 0 0 0 DELROY WAUGH MEMBER 2.00 X 0 0 0 MARSHA LORENZ PRESIDENT/CEO 40.00 1.00 X 210605 0 21126 DAVID ERNE CFO 40.00 1.00 X 128943 0 5615 DEBRA WILLIAMS VP OF HR 40.00 X 111770 0 15218 WENDY JACKSON CHIEF DEVELOPMENT OFFICER 40.00 X 106141 0 14846 557459 0 56805 4 0 1 0 SUNSHINE HEALTH CARE SERVICES LLC DBA A BETTER SOLUTION HOME CARE VENICE FL 34292 IN HOME SERVICES 602530 RIGHT AT HOME ORLANDO 711 W COLONIAL DR ORLANDO FL 328047309 IN HOME SERVICES 532266 CLARIS HEALTHCARE INC 5560 WINDY RIDGE DR ATLANTA GA 30342 IN HOME SERVICES 518310 AMBASSADOR HEALTH SERVICES INC PO BOXX 735292 DALLAS TX 75373 IN HOME SERVICES 451864 ETAIROS HEALTH INC 13787 BELCHER RD SUITE 220 LARGO FL 337714065 IN HOME SERVICES 360589 13 80130 110061 579722 10326 769913 SUPPORTED PROGRAM SERVICES 624100 12980092 12980092 CLIENT SERVICE REVENUE 624100 164330 164330 13144422 90171 90171 202830 110061 141934 60896 60896 314331 355199 -40868 -40868 REBATES 624100 5915 5915 MISCELLANEOUS INCOME 900099 148 148 6063 14030597 13109617 0 151067 X 358473 358473 3957869 2886385 835098 236386 203718 136228 56333 11157 368813 246629 101986 20198 317853 212552 87894 17407 2677 2677 47960 47960 4188575 4110349 57547 20679 10575 5477 1037 4061 172145 60344 92723 19078 113090 113090 151309 104359 45026 1924 137404 123392 12907 1105 11950 933 9594 1423 2486 2486 90679 27277 63402 247467 129231 118236 MEALS 2158100 2158100 PROGRAM SUPPLIES 893188 889541 3647 EQUIPMENT EXPENSE 181273 147848 33340 85 OTHER EXPENSES 26 26 13615630 11241348 2037132 337150 2940330 671712 199315 3796267 2441358 1992492 93120 40766 141328 639532 2927474 1865246 1068054 1062228 1032862 592659 65700 255090 7982067 9050746 856416 985051 492805 826960 0 184139 1349221 1996150 X 6320648 6709800 312198 344796 6632846 7054596 7982067 9050746 X 414967 6783 X X 0 1 X 1 1 1 X 1060277 1214136 1540945 722849 769913 5308120 8553700 10645278 10296335 12644903 13458753 55598969 9613977 11859414 11837280 13367752 14228666 60907089 0 0 0 60907089 11025 5180 384 2595 90171 109355 11025 5180 384 2595 90171 109355 23391 39034 158759 14456 208893 444533 9648393 11903628 11996423 13384803 14527730 61460977 0.99100 0.99490 0.00180 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60912 7533 744 67701 71410 -9736 762 60912 64379 9610 1692 887 71410 59086 7638 1658 687 64379 51718 9624 1607 649 59086 1.00000 1 0 282412 282412 1328768 770143 558625 1316294 1095103 221191 1062228 MONEY MARKET FUNDS 592659 F 592659 LEASE LIABILITY 184139 184139 X 14543817 364500 6788 371288 14172529 -141932 -141932 14030597 14122064 364500 141934 506434 13615630 0 13615630 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE FUNDS TO SENIORS FIRST, INC. TO FULFILL THE ORGANIZATION'S MISSION. PART X, LINE 2: SENIORS FIRST AND THE FOUNDATION ARE NOT-FOR-PROFIT CORPORATIONS ORGANIZED UNDER THE LAWS OF THE STATE OF FLORIDA AND HAVE BEEN GRANTED RECOGNITION OF THEIR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THEIR TAX-EXEMPT PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, AS A RESULT, THESE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE RECOGNIZED BY SUBSIDIARY INCLUDED IN AUDITED FINANCIAL STATEMENTS 6,788. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -141,932. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 141,934. TURKEY TROT 197877 61427 136450 49138 53423 HIGH TEA & HATS 115014 48634 66380 21902 17471 312891 110061 202830 71040 70894 141934 60896 0 0 0 0 0 0 0 0 0 MARSHA LORENZ PRESIDENT/CEO 170605 0 40000 0 0 0 12900 0 8226 0 231731 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND FINANCE DIRECTOR WILL REVIEW THE FORM 990 PRIOR TO FILING. THE RETURN WILL THEN BE FORWARDED TO THE FINANCE COMMITTEE WITH THE OPTION OF REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS FILL OUT THE CONFLICT OF INTEREST REPORTING FORM WHEN THEY FIRST JOIN THE BOARD. THE FORM IS ALSO FILLED OUT AT EVERY ANNUAL MEETING BY ALL BOARD MEMBERS. COMPLIANCE IS SELF REPORTED THROUGHOUT THE YEAR. THE MEMBER REFRAINS FROM VOTING ON MATTERS CONCERNING A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS, WHICH IS INDEPENDENT WITH RESPECT TO THE COMPENSATION ARRANGEMENT BEING CONSIDERED. THE BOARD MEMBERS USE THEIR PERSONAL EXPERIENCE IN THE LOCAL BUSINESS MARKET AS WELL AS SERVICE ON OTHER NON-PROFIT BOARDS TO DETERMINE APPROPRIATE COMPENSATION. REVIEW AND APPROVAL IS DOCUMENTED IN THE BOARD AND EXECUTIVE COMMITTEE MINUTES. THE CEO DETERMINES THE COMPENSATION OF OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 3,679,755. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,679,755. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 37,378. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,378. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 296,557. MANAGEMENT AND GENERAL EXPENSES 20,169. FUNDRAISING EXPENSES 31. TOTAL EXPENSES 316,757. EMERGENCY RESPONSE SERVICES: PROGRAM SERVICE EXPENSES 27,133. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,133. ADULT DAY CARE SERVICES: PROGRAM SERVICE EXPENSES 106,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 106,904. OTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 20,648. TOTAL EXPENSES 20,648. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY CENTRAL FLORIDA FOUNDATION 6,783. FORM 990, PART XII, LINE 2C: OVERSIGHT OF AUDIT: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. SENIORS FIRST FOUNDATION INC 5395 LB MCLEOD ROAD ORLANDO FL 32811 593572590 PROVIDE FUNDING TO SENIORS FIRST, INC. FL 501(C)(3) LINE 12A, I SENIORS FIRST INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0