Nonprofit · EIN 31-0536660
LIFESPAN INCORPORATED
Tax-exempt · HAMILTON, OH 45011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,308,125 | $3,589,656 | $718,469 | $6,923,160 | $1,125,939 | $5,797,221 |
| June 30, 2024 | 990 | $4,284,912 | $3,908,186 | $376,726 | $6,870,984 | $1,585,208 | $5,285,776 |
| June 30, 2023 | 990 | $4,946,542 | $3,659,355 | $1,287,187 | $6,841,965 | $1,981,216 | $4,860,749 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $134,177
- of which government grants
- $9,503
- Program service revenue
- $3,950,473
- Investment income
- $194,186
- Net rental income
- $4,328
- Net gain from sales of assets
- $118,954
- Other revenue
- $29,289
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $2,539,029
- Salaries, compensation and benefits (total)
- $3,010,247
- Professional fundraising fees
- $0
- Occupancy
- $73,821
- Travel
- $35,832
- Depreciation
- $102,800
- Program services (functional)
- $3,018,089
- Management and general (functional)
- $571,567
Balance sheet and other
- Total assets, start of year
- $6,870,984
- Total assets, end of year
- $6,923,160
- Total liabilities, end of year
- $1,125,939
- Net assets, end of year
- $5,797,221
- Land, buildings and equipment
- $1,063,866
- Publicly traded securities
- $528,948
- Net assets without donor restrictions
- $5,576,320
- Net assets with donor restrictions
- $220,901
- Gross receipts
- $4,316,026
- Employees
- 59
- Volunteers
- 13
- Year formed
- 1945
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT KIRKPATRICK | PRESIDENT & CEO Trustee or director, Officer | 6 | $0 | $522,563 | $74,628 |
| BRIAN KRAUSE | CHIEF FINANCIAL OFFICER Officer | 6 | $0 | $333,131 | $35,017 |
| DR WILLIAM FANT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICK ZIEPFEL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PETE ABNER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RANDY OPPENHEIMER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW SCHUSTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN KIRSCH | PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| JON WHALEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY MULLIGAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NEIL COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RAQUEL LOVEBERRY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB WEIGEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBIN MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY EGLOFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT KIRKPATRICK | PRESIDENT & CEO Trustee or director, Officer | 6 | $0 | $525,585 | $68,310 |
| BRIAN KRAUSE | CHIEF FINANCIAL OFFICER Officer | 6 | $0 | $307,287 | $30,948 |
| DR WILLIAM FANT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN KIRSCH | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RANDY OPPENHEIMER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICK ZIEPFEL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PETE ABNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARGARET BAKER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NEIL COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY EGLOFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN GRIESINGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CATHY KUHL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RAQUEL LOVEBERRY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBIN MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY MULLIGAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW SCHUSTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB WEIGEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JON WHALEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT KIRKPATRICK | PRESIDENT & CEO Trustee or director, Officer | 6 | $0 | $409,451 | $68,331 |
| BRIAN KRAUSE | CHIEF FINANCIAL OFFICER Officer | 6 | $0 | $298,475 | $29,644 |
| JOHN KIRSCH | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NICK ZIEPFEL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARGARET BAKER | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DR WILLIAM FANT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NEIL COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAN GRIESINGER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CATHY KUHL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RAQUEL LOVEBERRY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBIN MILLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| LARRY MULLIGAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RANDY OPPENHEIMER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB WEIGEL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JON WHALEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 230 LUDLOW ST, HAMILTON, OH 45011-2903
- Principal officer (990 for 2024)
- BRIAN KRAUSE, 1900 FAIRGROVE AVE RT 4, HAMILTON, OH 45011
- Signed the 990
- BRIAN KRAUSE, CFO
- Phone
- (513) 868-3210
- Website
- WWW.LIFESPANOHIO.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
STRENGTHEN FAMILIES AND INDIVIDUALS WHO SEEK TO IMPROVE THE QUALITY OF THEIR LIVES.
Program accomplishments
- 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.Expenses $2,219,348 · revenue $2,736,162
- 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.Expenses $597,588 · revenue $848,843
- 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.Expenses $317,010 · revenue $390,429
- SCHOOL-BASED SOCIAL/SERVICE WORKERS: LIFESPAN ASSISTED STUDENTS MOVING CLOSER TO GRADUATION AND A MORE PROMISING FUTURE BY PROVIDING SOCIAL SERVICE INTERVENTIONS AND RESOURCES THROUGH THE SCHOOL BASED PROGRAMS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0536660
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P46Z)
- Assets (IRS master file)
- $6,923,160
- Income (IRS master file)
- $4,316,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,308,125 | $3,589,656 | $6,923,160 | XML |
| 990 | June 2024 | $4,284,912 | $3,908,186 | $6,870,984 | XML |
| 990 | June 2023 | $4,946,542 | $3,659,355 | $6,841,965 | IRS |
| 990 | June 2022 | $4,692,081 | $3,650,550 | $5,279,519 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0536660).
Questions about LIFESPAN INCORPORATED
- What is the EIN of LIFESPAN INCORPORATED?
- The employer identification number (EIN) of LIFESPAN INCORPORATED is 31-0536660.
- Is LIFESPAN INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to LIFESPAN INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIFESPAN INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIFESPAN INCORPORATED due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIFESPAN INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LIFESPAN INCORPORATED?
- The 990 for the year ended June 30, 2025 names BRIAN KRAUSE.
- Who are the officers and directors of LIFESPAN INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does LIFESPAN INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,308,125, expenses of $3,589,656 and total assets of $6,923,160 at year end.
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