2025-01-27T09:54:46-05:00 2024-06-30 561743537 LANGDON & COMPANY LLP 223 US HIGHWAY 70 EAST SUITE 100 GARNER NC 275294051 990 2023-07-01 561142969 LIFESPAN INC LIFE 7049445100 1511 SHOPTON ROAD SUITE A CHARLOTTE NC 28217 ROBERT GONDOS TREASURER/CFO 7049445100 2025-01-25 true true SUSAN DEAN P01281194 9196621001 2025-01-27 2023 2025-03-06 01:10:19Z KENNETH FUQUAY 1511 SHOPTON ROAD SUITE A CHARLOTTE NC 28217 21588369 false X WWW.LIFESPANSERVICES.ORG X 1973 NC LIFESPAN EMPOWERS CHILDREN AND ADULTS WITH DISABILITIES BY PROVIDING EDUCATION, EMPLOYMENT, AND ENRICHMENT OPPORTUNITIES TO LIVE, WORK AND PLAY IN THEIR COMMUNITIES. 18 15 461 106 17959 2592 1242938 839067 17824665 19403450 31516 156220 160443 93913 19259562 20492650 0 0 14260844 14283312 0 389325 5519278 5615960 19780122 19899272 -520560 593378 15175437 15941698 4210505 4193990 10964932 11747708 X LIFESPAN EMPOWERS CHILDREN AND ADULTS WITH DISABILITIES BY PROVIDING EDUCATION, EMPLOYMENT, AND ENRICHMENT OPPORTUNITIES TO LIVE, WORK AND PLAY IN THEIR COMMUNITIES. false false 14233971 15941582 EMPLOYMENT AND ENRICHMENT: LIFESPAN HAS DEVELOPED ENRICHMENT PROGRAMS IN STANLY, UNION, MECKLENBURG, IREDELL, SURRY, GUILFORD, CHEROKEE AND HAYWOOD COUNTIES THAT FEATURE COMMUNITY AND CAMPUS BASED LEARNING ENVIRONMENTS. EACH CREATIVE CAMPUS FEATURES INTERACTIVE CURRICULUM THAT FOCUSES ON HORTICULTURE, VISUAL ARTS, PERFORMING ARTS, CULINARY ARTS, SENSORY EXPERIENCES, HEALTH AND WELLNESS, LEISURE AND RECREATION, COMPUTER LITERACY, MUSIC APPRECIATION, VOLUNTEERISM, AND COMPENSATORY EDUCATION. ENRICHMENT SERVICES ALSO INCLUDE RESIDENTIAL SERVICES FOR WHICH PROGRAMMING INCLUDES TRAINING AND ASSISTANCE WITH SOCIAL SKILLS, PERSONAL HEALTH AND HYGIENE, RECREATION AND LEISURE ACTIVITIES AND SPECIALIZED THERAPIES. IN ADDITION, LIFESPAN OPERATES FOUR ICF/IID GROUP HOMES AND FOUR INNOVATION GROUP HOMES IN CHEROKEE AND MECKLENBURG COUNTIES. LIFESPAN PROVIDES EMPLOYMENT SERVICES FOR INDIVIDUALS WITH DISABILITIES IN COMMUNITIES ACROSS WESTERN AND CENTRAL NORTH CAROLINA. LIFESPAN IS COMMISSIONED BY THE DIVISION OF VOCATIONAL REHABILITATION SERVICES AND MANAGED CARE ORGANIZATIONS TO SECURE EMPLOYMENT OPPORTUNITIES FOR THOSE WHO WANT TO WORK. OUR SERVICE FOOTPRINT FOR EMPLOYMENT SERVICES SPANS 28 COUNTIES. SERVICES INCLUDE EVALUATING INDIVIDUAL'S VOCATIONAL ABILITIES AND HELPING THEM IDENTIFY THEIR EMPLOYMENT PREFERENCES. JOB COACHES THEN LOCATE LOCAL EMPLOYMENT OPPORTUNITIES, WORK TO SECURE THE JOB FOR THE INDIVIDUAL AND PROVIDE ON-THE-JOB TRAINING AND CONTINUOUS SUPPORT TO THE INDIVIDUAL. 3091043 3461868 EDUCATION: LIFESPAN EARLY LEARNING CENTER SERVES CHILDREN WITH DISABILITIES AND CHILDREN WITH TYPICAL NEEDS WHO ARE SIX WEEKS THROUGH THE START OF KINDERGARTEN. USING A REVERSE MAINSTREAM MODEL OF INCLUSION, THE PROGRAM GIVES CHILDREN OPPORTUNITIES TO INTERACT WITH, LEARN FROM AND DEVELOP RELATIONSHIPS WITH EACH OTHER. THERE ARE FOUR SCHOOLS IN ALAMANCE AND IREDELL COUNTIES. LIFESPAN PROVIDES EARLY INTERVENTION SERVICES FOR CHILDREN BIRTH THROUGH THREE YEARS OF AGE THROUGH THE CHILDREN'S DEVELOPMENTAL SERVICES AGENCIES IN 34 NORTH CAROLINA COUNTIES. SERVICES ARE PROVIDED IN THE HOME, CHILDCARE CENTER, OR OTHER NATURAL ENVIRONMENT THAT WILL CORRECT, REDUCE OR PREVENT FURTHER DETERIORATION OF IDENTIFIED DEFICITS IN A CHILD'S MENTAL OR PHYSICAL HEALTH. 17325014 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 false false false true false false false true 92 0 true 461 true true true false false false false false false false false false false false X 18 15 false false false false false false false true true false false true true true true true true true true false X KENNETH FUQUAY 7049445100 1511 SHOPTON ROAD SUITE A CHARLOTTE NC 28217 X KENNETH FUQUAY PRESIDENT/CE 40.00 X X 166207 0 17661 ROBIN DEVORE CCO 40.00 X 112285 0 16043 CHRISTOPHER WHITE VICE PRESIDE 40.00 X X 119708 0 1808 BARBARA WILSON SECRETARY/CH 40.00 X X 117453 0 3615 CAROLYN ALLISON DIRECTOR 1.00 X 0 0 0 RICHARD BOVARD DIRECTOR 1.00 X 0 0 0 NATHANIEL BROOKHOUSE DIRECTOR 1.00 X 0 0 0 ROBIN CARSON CHAIR 1.00 X 0 0 0 STEVE FLETCHER DIRECTOR 1.00 X 0 0 0 JOEL FORD DIRECTOR 1.00 X 0 0 0 JANET FORTNER DIRECTOR 1.00 X 0 0 0 MICKEIA JACKSON DIRECTOR 1.00 X 0 0 0 GWENDOLYN LEWIS DIRECTOR 1.00 X 0 0 0 SHAY PROSSER DIRECTOR 1.00 X 0 0 0 DAN RICHARDSON DIRECTOR 1.00 X 0 0 0 MICHAL SHEPARD DIRECTOR 1.00 X 0 0 0 EVAN TURTZ DIRECTOR 1.00 X 0 0 0 MARY VICKERS-KOCH DIRECTOR 1.00 X 0 0 0 RUSSELL ZUSI DIRECTOR 1.00 X 0 0 0 515653 39127 4 false true false 140920 421947 276200 9226 839067 CREATIVE CAMPUS 8864236 8864236 MEDICAID RECEIPTS-ICF/IID 3636411 3636411 COMMUNITY EMPLOYMENT 3514489 3514489 LEARNING CENTER 2041144 2041144 ADULT CARE HOMES 519993 519993 827177 827177 19403450 17156 17156 105890 24490 81400 81400 63441 17959 1072865 38458 957659 14600 115206 23858 139064 139064 10390 140920 98970 -88580 -88580 OTHER INCOME 101093 101093 101093 20492650 19707048 17959 -71424 446665 391628 44362 10675 11263879 9854951 1128016 280912 1657375 1500258 143752 13365 915393 800892 91672 22829 18707 18707 134561 4500 130061 16948 16948 1854803 1819717 31586 3500 23275 3943 3239 16093 73677 55612 15546 2519 562163 301524 246600 14039 512632 462055 49403 1174 235476 207611 19538 8327 97079 50196 46883 546263 479261 63208 3794 184385 143630 39637 1118 REPAIRS AND MAINTENANCE 505021 449030 53822 2169 FOOD 245972 239567 4439 1966 MEDICAID ASSESSMENT 234012 234012 MISCELLANEOUS 133094 89880 36428 6786 237892 236747 1086 59 19899272 17325014 2184933 389325 1621498 2584647 1774368 1746051 108934 94684 107688 96689 14996285 6634409 8540367 8361876 2880659 2891499 46041 46041 95882 120211 15175437 15941698 1512217 1691492 2129361 2038786 568927 463712 4210505 4193990 X 10593077 11308956 371855 438752 10964932 11747708 15175437 15941698 X 593378 189398 X false true X true false X 363206 2934633 860736 1242938 839067 6240580 363206 2934633 860736 1242938 839067 6240580 19339 6221241 95472 4956 4539 12140 17156 134263 8955 37351 12203 16959 75468 15622 8608 38005 10108 10390 82733 6533044 91725757 0.95230 0.92020 X PART II, LINE 10 OTHER INCOME 72,343 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 262556 52846 17973 333375 208553 44153 9850 262556 229690 -21137 208553 213020 16670 229690 219722 -6702 213020 0.73440 0.26560 false false 3073484 3073484 6912112 2991257 3920855 2806345 2144931 661414 2204344 1498221 706123 8361876 CAPITAL LEASE OBLIGATION 348057 OPERATING LEASE OBLIGATION 115655 463712 X 20689590 189398 24490 213888 20475702 16948 16948 20492650 19906814 24490 24490 19882324 16948 16948 19899272 SCHEDULE D, PAGE 2, PART V, LINE 4 LIFESPAN'S ENDOWMENT SUPPORTS OPERATIONS AND THE INTRODUCTION OF NEW PROGRAMS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR- IMPOSED RESTRICTIONS. THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR DISTRIBUTING ANY INCOME AND GAIN FOR THE PURPOSE OF FURTHERING ITS MISSION AND PURPOSE. THE RESTRICTED PORTION OF THE ENDOWMENT SHALL NOT BE INVADED. AMOUNTS BEYOND 50,000 PER EVENT MUST HAVE APPROVAL FROM THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE AND AMOUNTS IN EXCESS OF 35% DURING ANY ONE YEAR REQUIRES BOARD OF DIRECTOR APPROVAL. SCHEDULE D, PAGE 3, PART X LIFESPAN EVALUATES ANY UNCERTAIN TAX POSITIONS. ACCORDINGLY, LIFESPAN'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2024 OR 2023. SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXPENSES NETTED WITH RENTAL REVENUE 24,490 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES NETTED WITH RENTAL REVENUE 24,490 GOLF 90707 83452 7255 36075 CLAY SHOOTING 32069 28934 3135 1650 11592 1 28534 28534 49653 151310 140920 10390 1650 97320 98970 -88580 X X X X false false false false false false false false false KENNETH FUQUAY PRESIDENT/CEO 166207 5233 12428 183868 FORM 990 FORM 990, PART IV, LINE 12 & PART XII, LINE 2D LIFESPAN, INC. WAS INCLUDED IN CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THE CONSOLIDATED GROUP INCLUDES SMC GROUP HOME II, INC., AN ORGANIZATION RELATED THROUGH COMMON MANAGEMENT THAT FILES ITS OWN FORM 990EZ. FORM 990, PAGE 2, PART III, LINE 4A EMPLOYMENT AND ENRICHMENT: LIFESPAN HAS DEVELOPED ENRICHMENT PROGRAMS IN STANLY, UNION, MECKLENBURG, IREDELL, SURRY, GUILFORD, CHEROKEE AND HAYWOOD COUNTIES THAT FEATURE COMMUNITY AND CAMPUS BASED LEARNING ENVIRONMENTS. EACH CREATIVE CAMPUS FEATURES INTERACTIVE CURRICULUM THAT FOCUSES ON HORTICULTURE, VISUAL ARTS, PERFORMING ARTS, CULINARY ARTS, SENSORY EXPERIENCES, HEALTH AND WELLNESS, LEISURE AND RECREATION, COMPUTER LITERACY, MUSIC APPRECIATION, VOLUNTEERISM, AND COMPENSATORY EDUCATION. ENRICHMENT SERVICES ALSO INCLUDE RESIDENTIAL SERVICES FOR WHICH PROGRAMMING INCLUDES TRAINING AND ASSISTANCE WITH SOCIAL SKILLS, PERSONAL HEALTH AND HYGIENE, RECREATION AND LEISURE ACTIVITIES AND SPECIALIZED THERAPIES. IN ADDITION, LIFESPAN OPERATES FOUR ICF/IID GROUP HOMES AND FOUR INNOVATION GROUP HOMES IN CHEROKEE AND MECKLENBURG COUNTIES. LIFESPAN PROVIDES EMPLOYMENT SERVICES FOR INDIVIDUALS WITH DISABILITIES IN COMMUNITIES ACROSS WESTERN AND CENTRAL NORTH CAROLINA. LIFESPAN IS COMMISSIONED BY THE DIVISION OF VOCATIONAL REHABILITATION SERVICES AND MANAGED CARE ORGANIZATIONS TO SECURE EMPLOYMENT OPPORTUNITIES FOR THOSE WHO WANT TO WORK. OUR SERVICE FOOTPRINT FOR EMPLOYMENT SERVICES SPANS 28 COUNTIES. SERVICES INCLUDE EVALUATING INDIVIDUAL'S VOCATIONAL ABILITIES AND HELPING THEM IDENTIFY THEIR EMPLOYMENT PREFERENCES. JOB COACHES THEN LOCATE LOCAL EMPLOYMENT OPPORTUNITIES, WORK TO SECURE THE JOB FOR THE INDIVIDUAL AND PROVIDE ON-THE-JOB TRAINING AND CONTINUOUS SUPPORT TO THE INDIVIDUAL. FORM 990, PAGE 2, PART III, LINE 4B EDUCATION: LIFESPAN EARLY LEARNING CENTER SERVES CHILDREN WITH DISABILITIES AND CHILDREN WITH TYPICAL NEEDS WHO ARE SIX WEEKS THROUGH THE START OF KINDERGARTEN. USING A REVERSE MAINSTREAM MODEL OF INCLUSION, THE PROGRAM GIVES CHILDREN OPPORTUNITIES TO INTERACT WITH, LEARN FROM AND DEVELOP RELATIONSHIPS WITH EACH OTHER. THERE ARE FOUR SCHOOLS IN ALAMANCE AND IREDELL COUNTIES. LIFESPAN PROVIDES EARLY INTERVENTION SERVICES FOR CHILDREN BIRTH THROUGH THREE YEARS OF AGE THROUGH THE CHILDREN'S DEVELOPMENTAL SERVICES AGENCIES IN 34 NORTH CAROLINA COUNTIES. SERVICES ARE PROVIDED IN THE HOME, CHILDCARE CENTER, OR OTHER NATURAL ENVIRONMENT THAT WILL CORRECT, REDUCE OR PREVENT FURTHER DETERIORATION OF IDENTIFIED DEFICITS IN A CHILD'S MENTAL OR PHYSICAL HEALTH. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY THE CONTROLLER AND CFO. THE CFO PRESENTS THE 990 TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR THE PURPOSE OF REVIEW AND COMMENT. FORM 990, PAGE 6, PART VI, LINE 12C IT IS THE POLICY OF THE BOARD OF DIRECTORS OF LIFESPAN INCORPORATED TO PERFORM ITS DUTIES IN A MANNER THAT PROHIBITS CONFLICTS OF INTEREST BY THE MEMBERS OF THE BOARD OF DIRECTORS. ANNUAL COMMUNICATION INCLUDES AN ACKNOWLEDGEMENT BY EACH RESPECTIVE INDIVIDUAL THAT NO CONFLICTS OF INTEREST ARE PRESENT. FORM 990, PAGE 6, PART VI, LINE 15A THE LIFESPAN BOARD OF DIRECTORS, THROUGH ITS EXECUTIVE COMMITTEE, ESTABLISHED A COMPENSATION COMMITTEE TO REVIEW AND EVALUATE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. FINAL APPROVAL OF COMPENSATION IS MADE BY THE BOARD OF DIRECTORS OR THE COMPENSATION EXECUTIVE COMMITTEE AND A WRITTEN EMPLOYMENT CONTRACT IS ESTABLISHED WITH THE EMPLOYEE THROUGH THE HR DEPARTMENT. FORM 990, PAGE 6, PART VI, LINE 15B THE HUMAN RESOURCE DEPARTMENT AT LIFESPAN, INC. CONSISTINGLY COLLECTS RESEARCH DATA FROM REPUTIBLE SOURCES TO ESTALIBSH COMPENSASTION RANGES FOR OFFICERS & KEY PERSONNEL IN THE NONPROFIT HEALTH AND HUMAN SERVICES SECTORS WITHIN LIFESPAN GEOGRAPHIC LOCATIONS. COMPENSATION PACKAGES FOR THESE SPECIFIC EMPLOYEES ARE REVIEWED, EVALUATED AND SET, NOT LESS THAN ANNUALLY, BY THE CEO IN COLLABORATAION WITH THE HR DIRECTOR AND WITH DATA PROVIDED BY THE CFO. COMPENSATION LEVELS ARE DETERMINED BY MERIT, MARKET AND LONGEVITY. THE BOARD OF DIRECTORS IS APPRISED OF COMPENSATION PACKAGES FOR KEY PERSONNEL AND OFFICERS DURING THE ANNUAL CEO PERFORMANCE EVALUATION AND REVIEW. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII ROBERT GONDOS TOOK THE ROLE OF CFO AFTER THE FISCAL YEAR END AND THEREFORE HE IS NOT LISTED AS AN OFFICER ON PART VII BUT IS THE CURRENT SIGNER OF THE TAX RETURN. FORM 990, PART XI, LINE 9 RENTAL EXPENSES NETTED WITH RENTAL REVENUE 24,490 RENTAL EXPENSES NETTED WITH RENTAL REVENUE -24,490 SMC GROUP HOME II INC 1511 SHOPTON ROAD SUITE A CHARLOTTE NC 28217 581571532 HEALTH SER NC 501C3 12A LIFESPAN true false false false true false false false false false false true false false false false false false false false SMC GROUP HOME II INC D 28061 ACTUAL AMOUNT OWED SMC GROUP HOME II INC K 32118 ACTUAL LEASE AMOUNT