Seniors First Inc

EIN: 592759603 501(c)(3) Human Services

ORLANDO, FL

Total Revenue
$16,299,251
Total Expenses
$16,046,645
Total Assets
$8,767,313
Net Assets
$7,314,889
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
FL
Phone
4072920177
Tax Period
2024-01-01 to 2024-12-31

Seniors First Inc, founded in 1986, is a mid-sized nonprofit in the Human Services sector that reported $16.3M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF SENIORS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY.

Program Service Accomplishments

Program 1
Expenses: $6,645,272 Revenue: $7,513,252

IN HOME SERVICES PROVIDES APPROXIMATELY 4,002 ADULTS WITH CASE MANAGEMENT, HOMEMAKER, PERSONAL CARE, RESPITE COMPANION, SOCIAL WORK, AND SCREENING & ASSESSMENT SERVICES. CASE MANAGEMENT - MANY...

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IN HOME SERVICES PROVIDES APPROXIMATELY 4,002 ADULTS WITH CASE MANAGEMENT, HOMEMAKER, PERSONAL CARE, RESPITE COMPANION, SOCIAL WORK, AND SCREENING & ASSESSMENT SERVICES. 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.

Program 2
Expenses: $3,475,457 Revenue: $3,929,410

NUTRITIONAL SERVICES PROVIDES APPROXIMATELY 2,100 INDIVIDUALS WITH ADULT SERVICES INCLUDING HOME DELIVERED MEALS, CONGREGATE MEALS, NUTRITIONAL EDUCATION, AND NUTRITIONAL OUTREACH. MEALS ON WHEELS -...

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NUTRITIONAL SERVICES PROVIDES APPROXIMATELY 2,100 INDIVIDUALS WITH ADULT SERVICES INCLUDING HOME DELIVERED MEALS, CONGREGATE MEALS, NUTRITIONAL EDUCATION, AND NUTRITIONAL OUTREACH. 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.

Program 3
Expenses: $3,276,035 Revenue: $3,703,938

OTHER SERVICES PROVIDE APPROXIMATELY 2,084 INDIVIDUALS WITH ADULT SERVICES INCLUDING ADULT DAY CARE, GUARDIANSHIP, TRANSPORTATION, EMERGENCY RESPONSE AND CONSUMABLE MEDICAL SUPPLIES. STEPPING STONE...

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OTHER SERVICES PROVIDE APPROXIMATELY 2,084 INDIVIDUALS WITH ADULT SERVICES INCLUDING ADULT DAY CARE, GUARDIANSHIP, TRANSPORTATION, EMERGENCY RESPONSE AND CONSUMABLE MEDICAL SUPPLIES. 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 2024 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.

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Trantor Score

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 $819,381
Program Service Revenue $15,134,790
Investment Income $209,716
Other Revenue $135,364
TOTAL REVENUE $16,299,251

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,612,835
Fundraising Expenses $587,233
Program Expenses $13,396,764
Other Expenses $10,433,810
TOTAL EXPENSES $16,046,645

Year-over-Year Comparison

2024 2023 Change
Revenue $16,299,251 $14,030,597 +0.2%
Expenses $16,046,645 $13,615,630 +0.2%
Net Income $252,606 $414,967 -0.4%
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
17
Independent Members
17
Employees
126
Volunteers
407

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
$498,722
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROL CLARK CHAIRMAN 3.0
Officer Director
$0 $0 $0
KIM BLAYLOCK PAST CHAIRMAN 2.0
Officer Director
$0 $0 $0
MICHAEL BURCH 1ST VICE CHAIR 2.0
Officer Director
$0 $0 $0
PAM LIVELY 2ND VICE CHAIR 2.0
Officer Director
$0 $0 $0
ALYSE VERNER MEMBER 2.0
Director
$0 $0 $0
ANNE STONE MEMBER 2.0
Director
$0 $0 $0
CAMERON MAYFIELD MEMBER 2.0
Director
$0 $0 $0
CHRISTINA PINTO MEMBER 2.0
Director
$0 $0 $0
HALLIE ROORDA SECRETARY 2.0
Director
$0 $0 $0
JOHN GAY MEMBER 2.0
Director
$0 $0 $0
JUSTIN BIRMELE MEMBER 2.0
Director
$0 $0 $0
LISA SKARLUPKA MEMBER 2.0
Director
$0 $0 $0
MCGREGOR LOVE MEMBER 2.0
Director
$0 $0 $0
MELVIN PITTMAN MEMBER 2.0
Director
$0 $0 $0
Robert Muszynski TREASURER 2.0
Director
$0 $0 $0
STEVEN NGUYEN MEMBER 2.0
Director
$0 $0 $0
Tina Miller Member 2.0
Director
$0 $0 $0
DAVID ERNE CFO 40.0
Officer
$148,234 $62,525 $210,759
MARSHA LORENZ President/CEO 40.0
Officer
$223,027 $64,936 $287,963
Debra Williams VP Human Resources 40.0
Highest
$125,795 $62,048 $187,843
Tristan Ruby VP Nutrition Programs 40.0
Highest
$101,594 $53,125 $154,719
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
2024 $16,299,251 $16,046,645 $8,767,313 $252,606
2023 $14,030,597 $13,615,630 $9,050,746 $414,967
2022 $13,434,209 $12,729,179 $7,982,067 $705,030
2021 $11,637,744 $10,942,712 $6,851,781 $695,032
2020 $11,516,103 $10,734,343 $7,084,927 $781,760
2019 $9,695,861 $9,190,369 $5,424,512 $505,492
2018 $10,204,655 $10,037,351 $5,161,325 $167,304
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