LIFESPAN INC

EIN: 310536660 501(c)(3) Human Services

HAMILTON, OH

Total Revenue
$4,308,125
Total Expenses
$3,589,656
Total Assets
$6,923,160
Net Assets
$5,797,221
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Financial Trends

Organization Details

Formation Year
1945
Legal Domicile
OH
Phone
5138683210
Tax Period
2024-07-01 to 2025-06-30

LIFESPAN INC, founded in 1945, is a community nonprofit in the Human Services sector that reported $4.3M in total revenue in fiscal year 2024. The organization ran a surplus of $718K, a strong 17% operating margin.

Mission

STRENGTHEN FAMILIES AND INDIVIDUALS WHO SEEK TO IMPROVE THE QUALITY OF THEIR LIVES.

Program Service Accomplishments

Program 1
Expenses: $2,219,348 Revenue: $2,736,162

ELDERLY SERVICE PROGRAM: CARE MANAGERS PROVIDED ASSISTANCE FOR OLDER ADULTS BY ASSESSING THEIR NEEDS AND ARRANGING FOR NECESSARY SERVICES TO KEEP THEM SAFE IN THEIR OWN HOMES. THE CARE MANAGERS...

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ELDERLY SERVICE PROGRAM: CARE MANAGERS PROVIDED ASSISTANCE FOR 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.

Program 2
Expenses: $597,588 Revenue: $848,843

GUARDIANSHIP: LIFESPAN STAFF GUARDIANS PROVIDED THOUSANDS OF HOURS OF INTERVENTIONS. THE GUARDIANSHIP PROGRAMS PROVIDED SERVICES TO HUNDREDS OF ELDERLY, MENTALLY ILL AND DEVELOPMENTALLY DISABLED...

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GUARDIANSHIP: LIFESPAN STAFF GUARDIANS PROVIDED THOUSANDS OF HOURS OF INTERVENTIONS. THE GUARDIANSHIP PROGRAMS PROVIDED SERVICES TO HUNDREDS OF ELDERLY, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS WHO NEED A SURROGATE TO MAKE THEIR DECISIONS.

Program 3
Expenses: $317,010 Revenue: $390,429

OTHER PROGRAM SERVICES: FINANCIAL COUNSELING AND EDUCATION: CERTIFIED COUNSELORS AND COACHES, PROVIDED ONE-ON-ONE FINANCIAL EDUCATION, SUPPORT AND INTERVENTION TO FAMILIES WISHING TO IMPROVE PERSONAL...

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OTHER PROGRAM SERVICES: FINANCIAL COUNSELING AND EDUCATION: CERTIFIED COUNSELORS AND COACHES, PROVIDED ONE-ON-ONE FINANCIAL EDUCATION, SUPPORT AND INTERVENTION TO FAMILIES WISHING TO IMPROVE PERSONAL FINANCES. INDIVIDUALS ATTENDED FINANCIAL EDUCATION, BUDGET MANAGEMENT, FIRST-TIME HOMEBUYER AND OTHER FINANCIAL RELATED WORKSHOPS/CLASSES OFFERED. REPRESENTATIVE PAYEE: LIFESPAN REPRESENTATIVE PAYEES SERVED 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.

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Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $134,177
Program Service Revenue $3,950,473
Investment Income $194,186
Other Revenue $29,289
TOTAL REVENUE $4,308,125

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,010,247
Fundraising Expenses $0
Program Expenses $3,133,946
Other Expenses $579,409
TOTAL EXPENSES $3,589,656

Year-over-Year Comparison

2024 2023 Change
Revenue $4,308,125 $4,284,912 +0.0%
Expenses $3,589,656 $3,908,186 -0.1%
Net Income $718,469 $376,726 +0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
13
Employees
59
Volunteers
13

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$965,339
Total Directors
14
$597,191
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRETT KIRKPATRICK PRESIDENT & CEO 6.0
Officer Director
$0 $74,628 $597,191
DR WILLIAM FANT VICE CHAIR 1.0
Officer Director
$0 $0 $0
NICK ZIEPFEL CHAIR 1.0
Officer Director
$0 $0 $0
PETE ABNER TREASURER 1.0
Officer Director
$0 $0 $0
RANDY OPPENHEIMER SECRETARY 1.0
Officer Director
$0 $0 $0
ANDREW SCHUSTER TRUSTEE 1.0
Director
$0 $0 $0
JOHN KIRSCH PAST CHAIR 1.0
Director
$0 $0 $0
JON WHALEN TRUSTEE 1.0
Director
$0 $0 $0
LARRY MULLIGAN TRUSTEE 1.0
Director
$0 $0 $0
NEIL COHEN TRUSTEE 1.0
Director
$0 $0 $0
RAQUEL LOVEBERRY TRUSTEE 1.0
Director
$0 $0 $0
ROB WEIGEL TRUSTEE 1.0
Director
$0 $0 $0
ROBIN MILLER TRUSTEE 1.0
Director
$0 $0 $0
TIMOTHY EGLOFF TRUSTEE 1.0
Director
$0 $0 $0
BRIAN KRAUSE CHIEF FINANCIAL OFFICER 6.0
Officer
$0 $35,017 $368,148
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $4,308,125 $3,589,656 $6,923,160 $718,469
2024 $4,284,912 $3,908,186 $6,870,984 $376,726
2023 $4,946,542 $3,659,355 $6,841,965 $1,287,187
2022 $4,692,081 $3,650,550 $5,279,519 $1,041,531
2021 $4,287,987 $3,809,353 $5,139,937 $478,634
2020 $4,123,214 $3,947,664 $3,817,830 $175,550
2019 $4,121,448 $4,102,477 $3,403,178 $18,971
2018 $3,933,185 $3,912,008 $3,390,475 $21,177
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