2025-10-09T09:37:41+00:00 2024-12-31 440160260 Forvis Mazars LLP 255 South Orange Avenue Suite 600 Orlando FL 32801 990 2024-01-01 592759603 Seniors First Inc SENI 4072920177 5395 LB MCLEOD ROAD ORLANDO FL 32811 MARSHA LORENZ PRINCIPAL OFFICER 4072920177 2025-10-09 true true Peter Gubler P00190185 4077405400 2025-10-08 2024 2025-03-06 01:10:19Z MARSHA LORENZ 5395 LB MCLEOD ROAD ORLANDO FL 32811 16820085 false X WWW.SENIORSFIRSTINC.ORG X 1986 FL TO ENHANCE THE QUALITY OF LIFE OF SENIORS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY. 17 17 126 407 0 769913 819381 13144422 15134790 90171 209716 26091 135364 14030597 16299251 0 0 5206726 5612835 0 587233 8408904 10433810 13615630 16046645 414967 252606 9050746 8767313 1996150 1452424 7054596 7314889 THE ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF SENIORS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY. false false 6645272 7513252 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. 3475457 3929410 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. 3276035 3703938 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. 13396764 true true false false false false false false false true true false false false true true false true false false false false false false true false false false false true false false false false false false false false false false true false false false true true true true false false true 45 0 true 126 true false false false false false true true false false false false false false X 17 17 false false false false false false false true true false false false false true true true true true true true false false FL X X MAUREEN HOULIHAN 4072920177 5395 LB MCLEOD ROAD ORLANDO FL 32811 X CAROL CLARK CHAIRMAN 3.0 0 X X 0 0 0 KIM BLAYLOCK PAST CHAIRMAN 2.0 0 X X 0 0 0 MICHAEL BURCH 1ST VICE CHAIR 2.0 0 X X 0 0 0 PAM LIVELY 2ND VICE CHAIR 2.0 0 X X 0 0 0 ALYSE VERNER MEMBER 2.0 0 X 0 0 0 ANNE STONE MEMBER 2.0 0 X 0 0 0 CAMERON MAYFIELD MEMBER 2.0 0 X 0 0 0 CHRISTINA PINTO MEMBER 2.0 0 X 0 0 0 HALLIE ROORDA SECRETARY 2.0 0 X 0 0 0 JOHN GAY MEMBER 2.0 1.0 X 0 0 0 JUSTIN BIRMELE MEMBER 2.0 0 X 0 0 0 LISA SKARLUPKA MEMBER 2.0 0 X 0 0 0 MCGREGOR LOVE MEMBER 2.0 0 X 0 0 0 MELVIN PITTMAN MEMBER 2.0 0 X 0 0 0 Robert Muszynski TREASURER 2.0 1.0 X 0 0 0 STEVEN NGUYEN MEMBER 2.0 0 X 0 0 0 Tina Miller Member 2.0 0 X 0 0 0 DAVID ERNE CFO 40.0 1.0 X 148234 0 62525 MARSHA LORENZ President/CEO 40.0 1.0 X 223027 0 64936 Debra Williams VP Human Resources 40.0 0 X 125795 0 62048 Tristan Ruby VP Nutrition Programs 40.0 0 X 101594 0 53125 598650 0 242634 4 false true false ETAIROS HEALTH INC 13787 Blecher Rd Suite 220 Largo FL 33771 IN-HOME SERVICES 968188 Sunshine Health Care Services LLC dba A Better Solution Home Care 2389 E Venice Ave Unit 433 Venice FL 34292 IN-HOME SERVICES 755668 CSI Nurse World Inc 2211 Lee Rd Suite 211 Winter Park FL 32789 IN-HOME SERVICES 577564 Ambassador Health Services Inc PO Box 735292 Dallas TX 753735292 IN-HOME SERVICES 547961 FOSCOLO ENTERPRISES INC 3655 Maguire Blvd Suite 150 Orlando FL 328033047 IN-HOME SERVICES 526846 14 42461 107018 669902 93096 819381 SUPPORTED PROGRAM SERVICES 624100 14953126 14953126 CLIENT SERVICE REVENUE 624100 181664 181664 0 0 0 0 15134790 201716 201716 0 0 8000 0 0 8000 8000 8000 242626 107018 146680 95946 95946 401762 374154 27608 27608 REBATES 624100 11558 11558 MISCELLANEOUS INCOME 900099 252 252 0 0 0 0 11810 16299251 15146600 0 333270 X 371261 371261 4412953 3218543 953893 240517 112626 75768 31196 5662 361850 243432 100227 18191 354145 238248 98093 17804 50450 50450 5830797 5660133 54795 115869 94897 1200 4030 89667 224613 74351 100455 49807 169161 99697 57002 12462 123071 93887 25234 3950 150654 144872 5424 358 11640 1154 10426 60 924 924 101609 27278 74331 247417 134565 112852 MEALS 2238778 2238778 PROGRAM SUPPLIES 1047030 1016504 30526 EQUIPMENT EXPENSE 142769 128354 12055 2360 0 0 0 0 16046645 13396764 2062648 587233 671712 904619 3796267 3261525 1992492 2149137 0 0 0 0 40766 41856 639532 182711 3484489 1873722 1062228 1610767 592659 394223 0 255090 222475 9050746 8767313 985051 976256 826960 329379 0 0 184139 146789 1996150 1452424 6709800 7186309 344796 128580 7054596 7314889 9050746 8767313 X 252606 961 6726 X false true true true true X 1214136 1540945 722849 769913 819381 5067224 10645278 10296335 12644903 13458753 15134790 62180059 0 0 0 11859414 11837280 13367752 14228666 15954171 67247283 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 67247283 5180 384 2595 90171 201716 300046 0 5180 384 2595 90171 201716 300046 0 39034 158759 14456 208893 107756 528898 11903628 11996423 13384803 14527730 16263643 68076227 0.98782 0.99099 0 0.0018 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 39034.0, COLUMN B - 158759.0, COLUMN C - 14456.0, COLUMN D - 208893.0, COLUMN E - 11810.0, COLUMN F - 432952.0; DESCRIPTION - NET FUNDRAISING INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 95946.0, COLUMN F - 95946.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 67701 7549 826 74424 60912 7533 744 67701 71410 -9736 762 60912 64379 9610 1692 887 71410 59086 7638 1658 687 64379 1.0 0.0 0.0 true false 315747 315747 1587858 825009 762849 1580884 1048713 532171 1610767 Federal Income Taxes LEASE LIABILITY 146789 146789 X 16817152 364500 6721 371221 16445931 -146680 -146680 16299251 16556862 364500 146678 511178 16045684 0 0 16045684 Schedule D, Part V, Line 4 Intended uses of endowment funds IN COMPLIANCE WITH DONOR INTENTIONS, THE USE OF THE ENDOWMENT FUNDS ARE TO PROVIDE FUNDS TO SENIORS FIRST, INC TO FULFILL THE ORGANIZATION'S MISSION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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. Garden Patch is a disregarded entity for federal income tax purposes. 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. TURKEY TROT 239810 66398 173412 51641 55766 HIGH TEA & HATS 109834 40620 69214 23911 15362 0 349644 107018 242626 75552 71128 146680 95946 X false false false false false false false false false DAVID ERNE CFO 139234 0 9000 0 0 0 4656 0 57869 0 210759 0 0 0 MARSHA LORENZ President/CEO 173027 0 50000 0 0 0 6834 0 58102 0 287963 0 0 0 Tristan Ruby VP Nutrition Programs 92094 0 9500 0 0 0 3125 0 50000 0 154719 0 0 0 Debra Williams VP Human Resources 103795 0 22000 0 0 0 3946 0 58102 0 187843 0 0 0 81297 81297 Market value 324 11799 Market value 0 false false false Form 990, Part III, Line 1 ORGANIZATION'S MISSION CONTINUED SENIORS FIRST, INC. ("SENIORS FIRST") IS A NOT-FOR-PROFIT ORGANIZATION WITH A MISSION TO ENHANCE THE QUALITY OF LIFE OF CENTRAL FLORIDA SENIORS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY. FOUNDED IN 1966, SENIORS FIRST OFFERS A VITAL SUPPORT SYSTEM TO VULNERABLE, OLDER ADULTS AGED 60 AND UP TO HELP THEM MEET THEIR DAILY LIVING NEEDS AT HOME. TO PROMOTE INDEPENDENT LIVING, SENIORS FIRST PROVIDES THE FOLLOWING CRITICAL PROGRAMS AND SERVICES: MEALS ON WHEELS, NEIGHBORHOOD LUNCH WITH TRANSPORTATION, IN-HOME CARE THROUGH A CASE MANAGED PACKAGE OF SERVICES INCLUDING PERSONAL CARE, HOMEMAKER, COMPANIONSHIP, RESPITE FOR CAREGIVERS, GUARDIANSHIP, STEPPING STONE MEDICAL EQUIPMENT BANK AND A COMMUNITY FOOD PANTRY. SENIORS FIRST RECEIVES FUNDING FROM VARIOUS SOURCES, PRINCIPALLY FEDERAL, STATE, AND LOCAL GRANTS. TO MEET REQUIRED FUNDING MATCHES AND SERVE MORE SENIORS ON WAITING LISTS , SENIORS FIRST ALSO RECEIVES PRIVATE SECTOR SUPPORT FROM THE UNITED WAY, PRIVATE FOUNDATIONS, CORPORATIONS, AND INDIVIDUALS. IN 1998, SENIORS FIRST CREATED AND INCORPORATED SENIORS FIRST FOUNDATION, INC. (THE "FOUNDATION") TO ATTRACT AND ADMINISTER FUNDS FOR THE BENEFIT OF SENIORS FIRST. IN 2018, SENIORS FIRST CREATED AND INCORPORATED GARDEN PATCH DELIVERY, LLC ("GARDEN PATCH") WITH SENIORS FIRST AS ITS SOLE MEMBER. THE FOUNDATION, GARDEN PATCH, AND SENIORS FIRST HAVE COMMON BOARD MEMBERS AND MANAGEMENT AND, AS SUCH, THE FOUNDATION AND GARDEN PATCH ARE CONSIDERED RELATED ORGANIZATIONS OF SENIORS FIRST. Form 990, Part VI, Line 15 PROCESS FOR ESTABLISHING COMPENSATION 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, Line 11b Review of form 990 by governing body THE CEO AND CONTROLLER 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. THE FORM 990 IS AVAILABLE TO ALL MEMBERS OF THE BOARD UPON REQUEST. Form 990, Part VI, Line 12c Conflict of interest policy 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 RECUSES THEMSELVES FROM VOTING ON MATTERS CONCERNING A CONFLICT OF INTEREST. Form 990, Part VI, Line 19 Required documents available to the public 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 Other Fees CONTRACTED SERVICES - Total Expense: 5368587, Program Service Expense: 5353587, Management and General Expenses: , Fundraising Expenses: 15000; PAYROLL PROCESSING - Total Expense: 39783, Program Service Expense: , Management and General Expenses: 39783, Fundraising Expenses: ; PROFESSIONAL FEES - Total Expense: 361343, Program Service Expense: 306546, Management and General Expenses: 15012, Fundraising Expenses: 39785; Other Fees - Total Expense: 61084, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: 61084; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Other changes in net assets or fund balances - 6726; GARDEN PATCH DELIVERY LLC 5395 LB MCLEOD ROAD ORLANDO FL 32811 833430601 COMMUNITY FOOD SERVICES FL 0 0 SENIORS FIRST INC SENIORS FIRST FOUNDATION INC 5395 LB MCLEOD ROAD ORLANDO FL 32811 593572590 PROVIDE FUNDING TO SENIORS FIRST, INC. FL 501(c)(3) Type I SENIORS FIRST INC true false false false false false false false false false false false false false false true false true false false