Nonprofit · EIN 59-2759603
SENIORS FIRST INC
Tax-exempt · ORLANDO, FL 32811
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $16,299,251 | $16,046,645 | $252,606 | $8,767,313 | $1,452,424 | $7,314,889 |
| December 31, 2023 | 990 | $14,030,597 | $13,615,630 | $414,967 | $9,050,746 | $1,996,150 | $7,054,596 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $819,381
- Program service revenue
- $15,134,790
- Investment income
- $209,716
- Net gain from sales of assets
- $8,000
- Net income from fundraising events
- $95,946
- Net income from sales of inventory
- $27,608
- Other revenue
- $135,364
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $371,261
- Other salaries and wages
- $4,412,953
- Salaries, compensation and benefits (total)
- $5,612,835
- Professional fundraising fees
- $0
- Accounting fees
- $50,450
- Occupancy
- $123,071
- Travel
- $150,654
- Depreciation
- $101,609
- Program services (functional)
- $13,396,764
- Management and general (functional)
- $2,062,648
- Fundraising (functional)
- $587,233
Balance sheet and other
- Total assets, start of year
- $9,050,746
- Total assets, end of year
- $8,767,313
- Total liabilities, end of year
- $1,452,424
- Net assets, end of year
- $7,314,889
- Land, buildings and equipment
- $1,610,767
- Net assets without donor restrictions
- $7,186,309
- Net assets with donor restrictions
- $128,580
- Gross receipts
- $16,820,085
- Employees
- 126
- Volunteers
- 407
- Year formed
- 1986
- State of legal domicile
- FL
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARSHA LORENZ | President/CEO Officer | 40 | $223,027 | $64,936 |
| DAVID ERNE | CFO Officer | 40 | $148,234 | $62,525 |
| Debra Williams | VP Human Resources Highest-paid employee | 40 | $125,795 | $62,048 |
| Tristan Ruby | VP Nutrition Programs Highest-paid employee | 40 | $101,594 | $53,125 |
| CAROL CLARK | CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 |
| KIM BLAYLOCK | PAST CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL BURCH | 1ST VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PAM LIVELY | 2ND VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ALYSE VERNER | MEMBER Trustee or director | 2 | $0 | $0 |
| ANNE STONE | MEMBER Trustee or director | 2 | $0 | $0 |
| CAMERON MAYFIELD | MEMBER Trustee or director | 2 | $0 | $0 |
| CHRISTINA PINTO | MEMBER Trustee or director | 2 | $0 | $0 |
| HALLIE ROORDA | SECRETARY Trustee or director | 2 | $0 | $0 |
| JOHN GAY | MEMBER Trustee or director | 2 | $0 | $0 |
| JUSTIN BIRMELE | MEMBER Trustee or director | 2 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA SKARLUPKA | MEMBER Trustee or director | 2 | $0 |
| MCGREGOR LOVE | MEMBER Trustee or director | 2 | $0 |
| MELVIN PITTMAN | MEMBER Trustee or director | 2 | $0 |
| Robert Muszynski | TREASURER Trustee or director | 2 | $0 |
| STEVEN NGUYEN | MEMBER Trustee or director | 2 | $0 |
| Tina Miller | Member Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARSHA LORENZ | PRESIDENT/CEO Officer | 40 | $210,605 | $21,126 |
| DAVID ERNE | CFO Officer | 40 | $128,943 | $5,615 |
| DEBRA WILLIAMS | VP OF HR Highest-paid employee | 40 | $111,770 | $15,218 |
| WENDY JACKSON | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $106,141 | $14,846 |
| CAROL CLARK | CHAIRMAN Trustee or director, Officer | 3 | $0 | $0 |
| MICHAEL BURCH | 1ST VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PAM LIVELY | 2ND VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT MUSZYNSKI | TREASURER Trustee or director | 2 | $0 | $0 |
| HALLIE ROORDA | SECRETARY Trustee or director | 2 | $0 | $0 |
| KIM BLAYLOCK | PAST CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| STEVEN M FISHER | MEMBER Trustee or director, Officer | 2 | $0 | $0 |
| JUSTIN BIRMELE | MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN GAY | MEMBER Trustee or director | 2 | $0 | $0 |
| MCGREGOR LOVE | MEMBER Trustee or director | 2 | $0 | $0 |
| CAMERON MAYFIELD | MEMBER Trustee or director | 2 | $0 | $0 |
| MELVIN PITTMAN | MEMBER Trustee or director | 2 | $0 | $0 |
| ANNE STONE | MEMBER Trustee or director | 2 | $0 | $0 |
| LISA SKARLUPKA | MEMBER Trustee or director | 2 | $0 | $0 |
| ALYSE VERNER | MEMBER Trustee or director | 2 | $0 | $0 |
| STEVEN NGUYEN | MEMBER Trustee or director | 2 | $0 | $0 |
| CHRISTINA PINTO | MEMBER Trustee or director | 2 | $0 | $0 |
| DELROY WAUGH | MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5395 L B MCLEOD RD, ORLANDO, FL 32811-2952
- Principal officer (990 for 2024)
- MARSHA LORENZ, 5395 LB MCLEOD ROAD, ORLANDO, FL 32811
- Signed the 990
- MARSHA LORENZ, PRINCIPAL OFFICER
- Phone
- (407) 292-0177
- Website
- WWW.SENIORSFIRSTINC.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
THE ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE OF SENIORS BY MAINTAINING THEIR INDEPENDENCE AND DIGNITY.
Program accomplishments
- 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.Expenses $6,645,272 · revenue $7,513,252
- 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.Expenses $3,475,457 · revenue $3,929,410
- 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.Expenses $3,276,035 · revenue $3,703,938
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-2759603
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81)
- Assets (IRS master file)
- $8,767,313
- Income (IRS master file)
- $16,820,085
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $16,299,251 | $16,046,645 | $8,767,313 | XML |
| 990 | December 2023 | $14,030,597 | $13,615,630 | $9,050,746 | XML |
| 990 | December 2022 | $13,434,209 | $12,729,179 | $7,982,067 | IRS |
| 990 | December 2021 | $11,637,744 | $10,942,712 | $6,851,781 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 59-2759603).
Questions about SENIORS FIRST INC
- What is the EIN of SENIORS FIRST INC?
- The employer identification number (EIN) of SENIORS FIRST INC is 59-2759603.
- Is SENIORS FIRST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to SENIORS FIRST INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SENIORS FIRST INC 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 SENIORS FIRST INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SENIORS FIRST INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SENIORS FIRST INC?
- The 990 for the year ended December 31, 2024 names MARSHA LORENZ.
- Who are the officers and directors of SENIORS FIRST INC?
- The 990 for the year ended December 31, 2024 lists 21 people; 4 received compensation from the organization, the highest $223,027 (MARSHA LORENZ, President/CEO).
- How much revenue does SENIORS FIRST INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $16,299,251, expenses of $16,046,645 and total assets of $8,767,313 at year end.
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