Civic Intelligence

Lifespan Resources Inc.

990 • Fiscal year 2020 • EIN 35-1306887

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 12, 2021

Organization ProfileWWW.LSR14.ORG

View Organization Page

PO Box 995New Albany, IN 47150

(812) 206-7932

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

51st percentile

0.17x

Higher debt load relative to assets than 51% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.15x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$137,969

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets51st percentile

Assets

$6,530,193

No earlier filing loaded for comparison.

Net Assets

$5,390,332

No earlier filing loaded for comparison.

Liabilities

$1,139,861

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin64th percentile

Revenue

$7,657,290

No earlier filing loaded for comparison.

Expenses

$6,816,420

No earlier filing loaded for comparison.

Net Income

$840,870

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2020: $6,530,193Liabilities 2020: $1,139,861Net Assets 2020: $5,390,3322020Assets 2021: $7,964,279Liabilities 2021: $345,549Net Assets 2021: $7,618,7302021Assets 2022: $8,415,807Liabilities 2022: $387,545Net Assets 2022: $8,028,2622022Assets 2023: $11,246,624Liabilities 2023: $2,265,790Net Assets 2023: $8,980,8342023Assets 2024: $13,697,382Liabilities 2024: $2,417,823Net Assets 2024: $11,279,5592024Assets 2025: $13,088,110Liabilities 2025: $2,304,490Net Assets 2025: $10,783,6202025

Highlighted filing

2020

Assets$6,530,193
Liabilities$1,139,861
Net Assets$5,390,332
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2020: $7,657,290Expenses 2020: $6,816,420Net Income 2020: $840,8702020Revenue 2021: $8,691,799Expenses 2021: $6,876,093Net Income 2021: $1,815,7062021Revenue 2022: $7,845,387Expenses 2022: $6,828,478Net Income 2022: $1,016,9092022Revenue 2023: $8,221,166Expenses 2023: $7,382,792Net Income 2023: $838,3742023Revenue 2024: $10,114,148Expenses 2024: $8,144,166Net Income 2024: $1,969,9822024Revenue 2025: $7,811,506Expenses 2025: $8,612,364Net Income 2025: -$800,8582025

Highlighted filing

2020

Revenue$7,657,290
Expenses$6,816,420
Net Income$840,870
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 12, 2021
Return Version
2019v5.0
Gross Receipts
$7,994,158
Mission and Program Overview

Mission

The organization's mission is promoting independent living for people of all ages. The organization provides a comprehensive network of services to persons age sixty and older, as well as providing services for persons of all ages with disabilities.

The organization's mission is promoting independent living for people of all ages. The organization provides a comprehensive network of services to persons age sixty and older, as well as proving services for personal of all ages with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,133,530$3,064,413▲ $1,930,883
Investments in Publicly Traded Securities$2,289,222$2,151,678▼ $137,544
Pledges and Grants Receivable$822,475$683,021▼ $139,454
Land, Buildings, and Equipment, Net$301,078$354,443▲ $53,365
Savings and Temporary Cash Investments$33,137$170,408▲ $137,271
Accounts Receivable$433,027$103,279▼ $329,748
Prepaid Expenses and Deferred Charges$2,634$2,951▲ $317
Total Assets$5,015,103$6,530,193▲ $1,515,090
Liabilities
Other Liabilities-$656,117-
Accounts Payable and Accrued Expenses$403,545$483,744▲ $80,199
Total Liabilities$403,545$1,139,861▲ $736,316
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,539,415$5,240,784▲ $701,369
Net Assets With Donor Restrictions$72,143$149,548▲ $77,405
Total Net Assets Fund Balance$4,611,558$5,390,332▲ $778,774
Total Liabilities and Net Assets / Fund Balance$5,015,103$6,530,193▲ $1,515,090

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$206,422$233,471$439,893
Leasehold Improvements$133,239$2,981$136,220
Equipment$14,782$113,693$128,475
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lora ClarkDirector/CEOFT$128,252$9,717$137,969
Leslie MeekCFOFT$87,244$9,594$96,838
Angela MarinoCOOFT$76,645$9,884$86,529
Lucy KoesterCbdoFT$76,629$8,637$85,266

Board Members and Trustees

NameTitle
Annette RobertsPresident
Barbara CreceliusDirector
Dr Deepak AzadDirector
Ishmael WhiteDirector
James GoldmanDirector
Jeff GahanDirector
Julie YoungDirector
Tonya FischerDirector
Mary Alice FortenerSecretary
Christopher SchwanigerTreasurer
Doug DrakeVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
Masterson's CateringMeals Program1830 SOUTH THIRD STREET, Louisville, KY 40208$1,036,530
Humana HealthHome Care101 E MAIN ST, Louisville, KY 40202$374,574
Adaptive Companion Care ServicesCare Services702 N SHORE DRIVE STE 103, Jeffersonville, IN 47130$174,677
Black Diamond Termite & PestPest Control4911 HAMBURG PIKE, Jeffersonville, IN 47130$155,604
Stay At Home CareHome Care630 NORTH GARDNER STREET, Scottsburg, IN 47170$138,886
Revenue and Support

Revenue Composition

Contributions and Grants
$327,364
Program Service Revenue
$7,234,154
Investment Income
$69,198
Other Revenue
$26,574
All Other Contributions
$327,364
Change in Net Assets
$840,870

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,657,290
Revenue Not Reported on Form 990
$118,202
Total Revenue per Audited Statements
$7,775,492
Total Revenue per Form 990
$7,657,290
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,682,391
Other Expenses$3,134,029
Total Fundraising Expense$48,530
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,769,447$134,703$14,668$2,918,818
Other Employee Benefits$519,766$17,008$5,155$541,929
Payroll Taxes$210,488$10,136$1,020$221,644
All Other Expenses$108,362$29,490$7,218$145,070
Other Expenses$125,011$4,532$4,377$125,011
Information Technology$113,706$4,528$1,995$120,229
Occupancy$83,373$2,990-$86,363
Travel$58,439$13,452$9,667$81,558
Depreciation Depletion-$73,761-$73,761
Office Expenses$58,413$4,214$2,862$65,489
Insurance$57,321-$508$57,829
Fees for Services Other$44,465$6,716-$51,181
Fees for Services Accounting$7,933$6,567-$14,500
Fees for Services Legal$11,872$557-$12,429
Advertising$6,428$26$1,060$7,514
Total Functional Expenses$6,458,439$309,451$48,530$6,816,420

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,996,718
Expenses per Audited Statements$6,816,420
Total Expenses per Form 990$6,816,420
Expenses Not Reported on Form 990$180,298
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan Payable$656,117
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The organization has members that who may elect one or more for the governing body.”

Form 990, Page 6, Part VI, Line 7B

“The decisions of the governing board is subject to the approval of the members.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is carefully reviewed by management. After management has reviewed the 990 is presented to the board of directors for any comments or recommendations.”

Form 990, Page 6, Part VI, Line 12C

“Statements signed by officers, directors and key employees are given annually to disclose any conflicts of interest and there is ongoing effort to remain aware and enforce compliance with the policy. Management reviews these every year.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors has an executive committee that specifically addresses the issues of determining compensation of the top management official”

Form 990, Page 6, Part VI, Line 15B

“The executive committee that determines compensation of the top management official also determines compensation of other officers and key employees”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request, on www.lsr14.org, and on www.guidestar.org. Annual report, which include financials is also available on lsr14.org.”

Filing and Contact Details

Filer

Filer Name
Lifespan Resources Inc
EIN
35-1306887
Address
PO BOX 995, NEW ALBANY, IN 47150

Signing Officer

Name
Leslie Meek
Title
CFO
Signed
2021-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leslie Meek
Voting Board Members
12
Independent Board Members
11
Employees
89
Volunteers
127

Preparer

Firm
Deming Malone Livesay & Ostroff
Address
301 E ELM STREET, NEW ALBANY, IN 47150
Preparer
Marc J Mccormick CPA
Phone
8129455236
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's mission is promoting independent living for people of all ages. The organization provides a comprehensive network of services to persons age sixty and older, as well as proving services for personal of all ages with disabilities.”

Form 990, Page 2, Part III, Line 4D

“Health screening ombudsman legal assistance title iiib services program funding - sba iiib counseling ombudsman - a.l. Ombudsman - title vii transportation - iiib family caregiver case management - ssbg information - ssbg transportation service - ssbg scott county - uw outreach case management - iiib case management - pas options counseling - ssbg options counseling - choice case management - choice services - choice congregate meals home delivered meals mfp-hub anthem medicare improvement services - medicaid waiver intake”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code. Accordingly, no provision for federal or state income taxes is included in the accompanying financial statements. The organization evaluates its uncertain tax positions in accordance with applicable standards. It has evaluated its tax positions, and believes that it has none that are uncertain. At the statement of financial position date, the organization's form 990s for the years ending june 30, 2017 through 2020 remained subject to examination by the internal revenue service.”

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,530,193
Liabilities
$1,139,861
Net assets
$5,390,332
Revenue
$7,657,290
Expenses
$6,816,420
Net income
$840,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.1$2.30$10.8$7.81$8.61$0.80
2024Detailed filing. Detailed filing data is available for this year.$13.7$2.42$11.3$10.1$8.14$1.97
2023Detailed filing. Detailed filing data is available for this year.$11.2$2.27$8.98$8.22$7.38$0.84
2022Detailed filing. Detailed filing data is available for this year.$8.42$0.39$8.03$7.85$6.83$1.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.96$0.35$7.62$8.69$6.88$1.82
2020Detailed filing. Detailed filing data is available for this year.$6.53$1.14$5.39$7.66$6.82$0.84