2024-09-09T13:53:44-05:00 2023-12-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2023-01-01 593572590 SENIORS FIRST FOUNDATION INC SENI 4072920177 5395 LB MCLEOD ROAD ORLANDO FL 32811 MARSHA LORENZ PRESIDENT/CHIEF EXECUTIVE OFFICER 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 122983 0 X N/A X 1998 FL TO SUPPORT SENIORS FIRST, INC., WHICH PROVIDES MANY SERVICES TO SENIOR CITIZENS IN CENTRAL FLORIDA. 7 7 0 7 0 0 1460 0 0 0 -16105 122983 0 0 -14645 122983 0 0 0 0 0 0 0 0 0 42852 41824 42852 41824 -57497 81159 1961471 2199108 0 0 1961471 2199108 THE ORGANIZATION'S MISSION IS TO SUPPORT SENIORS FIRST, INC., A CHARITABLE ORGANIZATION THAT OFFERS IN-HOME SERVICES AND ASSISTANCE, NUTRITIONAL SERVICES, AND MANY OTHER SERVICES TO SENIOR CITIZENS IN CENTRAL FLORIDA. 0 0 SENIORS FIRST FOUNDATION PROVIDES FUNDING IN SUPPORT OF THE DAILY OPERATIONS OF SENIORS FIRST, INC., A 501(C)(3) ORGANIZATION THAT OFFERS IN-HOME SERVICES AND ASSISTANCE, NUTRITIONAL SERVICES, AND MANY OTHER SERVICES TO SENIOR CITIZENS IN CENTRAL FLORIDA. 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MAUREEN HOULIHAN 4072920177 5395 LB MCLEOD ROAD ORLANDO FL 32811 JOHN GAY CHAIRMAN 1.00 2.00 X X 0 0 0 JERRY KASSAB VICE CHAIRMAN 1.00 X X 0 0 0 GORDON ARKIN BOARD MEMBER 1.00 X 0 0 0 ED CASORIA BOARD MEMBER 1.00 X 0 0 0 PATTY DEYOUNG BOARD MEMBER 1.00 X 0 0 0 STEVE FISHER BOARD MEMBER 1.00 2.00 X 0 0 0 GEORGE ROYAL BOARD MEMBER 1.00 X 0 0 0 MARSHA LORENZ PRESIDENT/CEO 1.00 40.00 X 0 210605 21126 DAVID ERNE CFO 1.00 40.00 X 0 128943 5615 0 339548 26741 0 0 1 0 0 32886 32886 90097 0 90097 90097 90097 122983 0 0 122983 41824 41824 41824 0 41824 0 16232 16234 1945239 2182874 1961471 2199108 0 0 X 1961471 2199108 1961471 2199108 1961471 2199108 81159 156478 0 X X 0 1 X 1 0 X X 1 SENIORS FIRST INC 592759603 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SECTION B PART IV LINE 1 ARTICLE IV OF THE FILING ORGANIZATION'S BYLAWS PROVIDE THAT OFFICERS OF THE CORPORATION SHALL INCLUDE THE CHAIRMAN, VICE CHAIRMAN, SECRETARY, TREASURER AND THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF SENIORS FIRST, INC. (THE SUPPORTED ORGANIZATION). THROUGH THIS OVERLAP OF OFFICERS AND THE DUTIES PERFORMED BY THE OFFICERS IN ACCORDANCE WITH THE GOVERNING DOCUMENTS, THE SUPPORTED ORGANIZATION EFFECTIVELY OPERATED, SUPERVISED AND CONTROLLED THE FILING ORGANIZATION'S ACTIVITIES DURING THE YEAR. 1945238 279459 41824 2182873 2279364 -291274 42852 1945238 2070052 30598 223319 44605 2279364 1885298 222426 37672 2070052 1609372 308906 32980 1885298 1.00000 1 0 0 BENEFICIAL INTERESTS IN ASSETS HELD BY CENTRAL FLORIDA FOUNDATION 2182874 2182874 X PART V, LINE 4: THE FILING ORGANIZATION TRANSFERRED FUNDS TO CENTRAL FLORIDA FOUNDATION, INC. TO ESTABLISH BOARD-DESIGNATED ENDOWMENTS FOR THE PURPOSE OF INVESTING FUNDS AND PROVIDING DISBURSEMENTS TO SENIORS FIRST, INC., A RELATED 501(C)(3) ORGANIZATION. 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. 0 0 0 0 0 0 0 0 0 MARSHA LORENZ PRESIDENT/CEO 0 170605 0 40000 0 0 0 12900 0 8226 0 231731 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 FULL BOARD 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. A MEMBER REFRAINS FROM VOTING ON MATTERS CONCERNING A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS OF THE FILING ORGANIZATION ARE COMPENSATED BY SENIORS FIRST, INC., A RELATED 501(C)(3) ORGANIZATION. COMPENSATION AND BENEFITS PROVIDED TO THESE INDIVIDUALS ARE DETERMINATED PURSUANT TO POLICIES, PROCEDURES AND PROCESSES OF SENIORS FIRST, INC., WHICH INCLUDES REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AND DOCUMENTATION IN THE BOARD AND EXECUTIVE COMMITTEE MINUTES. 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 XII, LINE 2C; OVERSIGHT OF THE AUDIT THE FINANCE COMMITTEE 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 INC 5395 LB MCLEOD RD ORLANDO FL 32811 592759603 PROVIDE ASSISTANCE TO SENIOR CITIZENS IN CENTRAL FLORIDA FL 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0