Civic Intelligence

Lifetime Resources Inc.

990 • Fiscal year 2015 • EIN 35-2076514

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 02, 2016

Organization Profilewww.lifetime-resources.org
13091 Benedict DriveDillsboro, IN 47018

(812) 432-5215

Siviq Scores

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

Liabilities / Assets

56th percentile

0.15x

Higher debt load relative to assets than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

53rd percentile

0.12x

Higher debt load relative to revenue than 53% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

60th percentile

6.3%

Higher net margin than 60% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

78th percentile

$122,895

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-5.4%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$3,361,703

Up $333,159 (+11%) from 2014

Net Assets

Up

$2,846,545

Up $263,605 (+10%) from 2014

Liabilities

Up

$515,158

Up $69,554 (+16%) from 2014

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin60th percentile

Revenue

Down

$4,190,357

Down $240,142 (-5.4%) from 2014

Expenses

Down

$3,926,752

Down $157,124 (-3.8%) from 2014

Net Income

Down

$263,605

Down $83,018 (-24%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$10M$5.0M$0Assets 2011: $2,834,408Liabilities 2011: $197,623Net Assets 2011: $2,636,7852011Assets 2012: $2,667,226Liabilities 2012: $386,230Net Assets 2012: $2,280,9962012Assets 2013: $2,734,915Liabilities 2013: $498,598Net Assets 2013: $2,236,3172013Assets 2014: $3,028,544Liabilities 2014: $445,604Net Assets 2014: $2,582,9402014Assets 2015: $3,361,703Liabilities 2015: $515,158Net Assets 2015: $2,846,5452015Assets 2016: $3,545,074Liabilities 2016: $574,098Net Assets 2016: $2,970,9762016Assets 2017: $3,591,785Liabilities 2017: $482,855Net Assets 2017: $3,108,9302017Assets 2018: $4,082,817Liabilities 2018: $595,509Net Assets 2018: $3,487,3082018Assets 2019: $3,925,712Liabilities 2019: $333,484Net Assets 2019: $3,592,2282019Assets 2020: $3,787,052Liabilities 2020: $353,203Net Assets 2020: $3,433,8492020Assets 2021: $7,787,622Liabilities 2021: $3,271,082Net Assets 2021: $4,516,5402021Assets 2022: $6,788,319Liabilities 2022: $2,036,402Net Assets 2022: $4,751,9172022Assets 2023: $7,106,600Liabilities 2023: $2,240,988Net Assets 2023: $4,865,6122023Assets 2024: $8,066,013Liabilities 2024: $2,270,671Net Assets 2024: $5,795,3422024

Highlighted filing

2015

Assets$3,361,703
Liabilities$515,158
Net Assets$2,846,545
Open 2015 Filing

Operations Trend

Revenue Growth28th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $4,911,1152011Expenses 2012: $5,070,3042012Expenses 2013: $4,615,2512013Revenue 2014: $4,430,499Expenses 2014: $4,083,876Net Income 2014: $346,6232014Revenue 2015: $4,190,357Expenses 2015: $3,926,752Net Income 2015: $263,6052015Revenue 2016: $4,248,958Expenses 2016: $4,124,527Net Income 2016: $124,4312016Revenue 2017: $4,184,629Expenses 2017: $4,046,675Net Income 2017: $137,9542017Revenue 2018: $4,770,176Expenses 2018: $4,391,798Net Income 2018: $378,3782018Revenue 2019: $4,889,443Expenses 2019: $4,784,523Net Income 2019: $104,9202019Revenue 2020: $4,990,128Expenses 2020: $5,098,276Net Income 2020: -$108,1482020Revenue 2021: $5,201,509Expenses 2021: $5,551,053Net Income 2021: -$349,5442021Revenue 2022: $6,097,339Expenses 2022: $5,667,138Net Income 2022: $430,2012022Revenue 2023: $5,982,541Expenses 2023: $5,855,674Net Income 2023: $126,8672023Revenue 2024: $8,197,795Expenses 2024: $7,263,187Net Income 2024: $934,6082024

Highlighted filing

2015

Revenue$4,190,357
Expenses$3,926,752
Net Income$263,605
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 2, 2016
Return Version
2014v6.0
Gross Receipts
$4,190,357
Mission and Program Overview

Mission

To provide services to elderly, disabled, and low to moderate income individuals of any age in the southeastern part of the State of Indiana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,674,736$2,023,706▲ $348,970
Land, Buildings, and Equipment, Net$691,659$648,453▼ $43,206
Pledges and Grants Receivable$569,243$596,308▲ $27,065
Accounts Receivable$82,267$85,424▲ $3,157
Prepaid Expenses and Deferred Charges$10,639$6,312▼ $4,327
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,028,544$3,361,703▲ $333,159
Other Assets Total-$1,500-
Liabilities
Other Liabilities$347,439$372,357▲ $24,918
Accounts Payable and Accrued Expenses$98,165$142,801▲ $44,636
Total Liabilities$445,604$515,158▲ $69,554
Net Assets / Fund Balance
Unrestricted Net Assets$2,582,940$2,846,545▲ $263,605
Total Net Assets Fund Balance$2,582,940$2,846,545▲ $263,605
Total Liabilities and Net Assets / Fund Balance$3,028,544$3,361,703▲ $333,159

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$207,930$1,947,798$2,155,728
Buildings$327,907$622,525$950,432
Leasehold Improvements$62,616$37,522$100,138
Land$50,000-$50,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally BeckleyExecutive DirecFT$100,551$22,344$122,895

Board Members and Trustees

NameTitle
Steve Crabtree IIChairman
Bob BischoffVice Chairman
Barb FitchDirector
Carol PolingDirector
Eric AllenDirector
Gary GreenDirector
Linda TuttleDirector
Cindy RottinghausSecretary
Steve StrandmarkTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
MedBenHealth InsurancePO Box 1009, Newark, OH 43058-1009$272,883
Old National InsuranceInsurancePO Box 80159, Indianapolis, IN 46280-0159$230,133
Wex BankVehicle Fuel CardsPO Box 6293, Carol Stream, IL 60197-6293$224,829
SE IN Indep Living CenterService Provider839 S Adams Street, Versailles, IN 47042$123,099
Interim Homestyles SvsIn home health care8050 Hosbrook Rd Ste 406, Cincinnati, OH 45236$101,937
Revenue and Support

Revenue Composition

Contributions and Grants
$3,079,365
Program Service Revenue
$1,096,942
Investment Income
$0
Other Revenue
$14,050
All Other Contributions
$36,292
Change in Net Assets
$263,605

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,190,357
Total Revenue per Audited Statements
$4,190,357
Total Revenue per Form 990
$4,190,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,427,488
Other Expenses$1,499,264
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,660,243$112,511-$1,772,754
Other Employee Benefits$387,746$28,533-$416,279
Depreciation Depletion$143,671$7,286-$150,957
Payroll Taxes$128,451$9,453-$137,904
Occupancy$112,567$13,534-$126,101
Insurance$118,470$5,953-$124,423
Current Officers, Directors, Trustees, and Key Employees$94,169$6,382-$100,551
Office Expenses$77,715$6,824-$84,539
Travel$38,070$9,870-$47,940
Other Expenses$9,856$4,279-$14,135
All Other Expenses$2,236$5,374-$7,610
Total Functional Expenses$3,708,651$218,101$0$3,926,752

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,926,752
Total Expenses per Audited Statements$3,926,752
Total Expenses per Form 990$3,926,752
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Custodial funds help for others$268,566
Accrued payroll and related liability$102,112
Other liabilities$1,679
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 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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Lifetime Resources, Inc.'s Form 990 and all related schedules, statements and attachments are reviewed and approved by the Board of Directors prior to finalizing and filing these tax returns with the Internal Revenue Service.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Lifetime Resources, Inc. periodically distributes conflict of interest questionnaires to each officer, key employee and member of the Board of Directors. The questionnaires include statements regarding other employment, being related to anyone on the board and other items that may create an appearence of a potential independence issue. The identification, evaluation and resolution of those issues are discussed with the appropriate level of management or member of the Board of Directors.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Lifetime Resources, Inc's Executive Committee of the Board of Directors annually reviews the performance of the Executive Director and recommends an annual salary to the Board of Directors for final approval. The Board of Directors periodically reviews and determines compensation guidelines after a thorough review of all related issues, consultation with independent persons, review of comparable data and deliberation.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Lifetime Resources, Inc's Executive Director and Human Resources Manager will annually review the performance of staff and set annual salaries in compliance with compensation guidelines as set-forth by the Board of Directors. The Board of Directors will periodically review and approve staffing compensation guidelines after a thorough review of all related issues, consultation with independent persons, review of comparable data and deliberation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Lifetime Resources, Inc. makes its governing documents, conflict of interest policy and financial statements, as applicable, available to the public upon written request made to the attention of our Executive Officer and received at our corporate office address. The annual report is also available on the website.”

Filing and Contact Details

Filer

Filer Name
Lifetime Resources Inc
EIN
35-2076514
Phone
8124325215
Address
13091 Benedict Drive, Dillsboro, IN 47018

Signing Officer

Name
Sally Beckley
Title
Executive Direc
Signed
2016-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally Beckley
Formed
1999
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
114
Volunteers
9

Preparer

Firm
Barnes Dennig & Co Ltd
Address
5750 Castle Creek Parkway Suite 245, Indianapolis, IN 46250
Preparer
Rickey Roysdon CPA
Phone
3175721130
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Lifetime Resources, Inc. (Agency) is exempt from income taxation under the Internal Revenue Code Section 501(c)(3). Management believes that the Agency has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Management believes that the Agency is no longer subject to income tax examination for years prior to 2012.”

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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,361,703
Liabilities
$515,158
Net assets
$2,846,545
Revenue
$4,190,357
Expenses
$3,926,752
Net income
$263,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.07$2.27$5.80$8.20$7.26$0.93
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$2.24$4.87$5.98$5.86$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.79$2.04$4.75$6.10$5.67$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.79$3.27$4.52$5.20$5.55$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.35$3.43$4.99$5.10$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.93$0.33$3.59$4.89$4.78$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.60$3.49$4.77$4.39$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.48$3.11$4.18$4.05$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.57$2.97$4.25$4.12$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.36$0.52$2.85$4.19$3.93$0.26
2014Detailed filing. Detailed filing data is available for this year.$3.03$0.45$2.58$4.43$4.08$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.50$2.24$4.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.39$2.28$5.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.83$0.20$2.64$4.91
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $1M-$5M nonprofits