Civic Intelligence

Lifetime Resources Inc.

990 • Fiscal year 2022 • EIN 35-2076514

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

(812) 432-6272

Siviq Scores

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

Liabilities / Assets

68th percentile

0.30x

Higher debt load relative to assets than 68% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

67th percentile

0.33x

Higher debt load relative to revenue than 67% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

51st percentile

7.1%

Higher net margin than 51% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

34th percentile

$86,275

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

14th percentile

-13%

Faster asset growth than 14% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

17%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$6,788,319

Down $999,303 (-13%) from 2021

Net Assets

Up

$4,751,917

Up $235,377 (+5.2%) from 2021

Liabilities

Down

$2,036,402

Down $1,234,680 (-38%) from 2021

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin51st percentile

Revenue

Up

$6,097,339

Up $895,830 (+17%) from 2021

Expenses

Up

$5,667,138

Up $116,085 (+2.1%) from 2021

Net Income

Up

$430,201

Up $779,745 (+223%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2022

Assets$6,788,319
Liabilities$2,036,402
Net Assets$4,751,917
Open 2022 Filing

Operations Trend

Revenue Growth67th 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

2022

Revenue$6,097,339
Expenses$5,667,138
Net Income$430,201
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$6,097,339
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.

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
Land, Buildings, and Equipment, Net$3,410,515$3,161,969▼ $248,546
Cash and Non-Interest-Bearing Accounts$2,409,483$1,323,938▼ $1,085,545
Investments in Publicly Traded Securities$0$1,041,720▲ $1,041,720
Pledges and Grants Receivable$741,420$835,324▲ $93,904
Accounts Receivable$177,252$152,499▼ $24,753
Inventories for Sale or Use$20,752$20,752→ $0
Prepaid Expenses and Deferred Charges$11,084$12,640▲ $1,556
Other Notes and Loans Receivable, Net$8,027$8,027→ $0
Total Assets$6,981,880$6,788,319▼ $193,561
Other Assets Total$203,347$231,450▲ $28,103
Liabilities
Other Liabilities$1,188,954$1,451,942▲ $262,988
Unsecured Notes Loans Payable$467,469$387,509▼ $79,960
Accounts Payable and Accrued Expenses$856,865$142,036▼ $714,829
Escrow Account Liability$121,720$54,915▼ $66,805
Total Liabilities$2,635,008$2,036,402▼ $598,606
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,346,872$4,751,917▲ $405,045
Total Net Assets Fund Balance$4,346,872$4,751,917▲ $405,045
Total Liabilities and Net Assets / Fund Balance$6,981,880$6,788,319▼ $193,561

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,980,603$3,342,842$6,323,445
Other Land Buildings$16,583$1,821,083$1,837,666
Equipment$-22,120$369,650$347,530
Leasehold Improvements$46,903$164,174$211,077
Land$140,000-$140,000
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin ThomasExecutive DirectorPT$83,875$2,400$86,275

Board Members and Trustees

NameTitle
Doug RumpChairman
Ron RichardVice Chairman
Carol RhoadsDirector
Casey RobinsonDirector
Dana RiddleDirector
Diana BarryDirector
Duane CovingtonDirector
Karen O'NealDirector
Margaret DruryDirector
Melissa BakerDirector
Tina RumseyDirector
Doug GarnerSecretary
Frieda RickersonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kentucky Health AdministratorsHealth Insurance1721 Fortune Court 150, Lexington, KY 40509$567,228
Wex BankFuel SalesPO Box 6293, Carol Stream, IL 60197$222,265
Cincinnati Insurance CompanyBusiness InsurancePO Box 145620, Cincinnati, OH 45250$135,464
Interim Homestyles Services of S E IndiaIn-Home Services Provider500 West Eads Parkway, Lawrenceburg, IN 47025$131,591
Revenue and Support

Revenue Composition

Contributions and Grants
$4,028,330
Program Service Revenue
$2,025,202
Investment Income
$12,965
Other Revenue
$30,842
All Other Contributions
$113,230
Change in Net Assets
$430,201

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,091,979
Revenue Not Reported on Financial Statements
$5,360
Revenue Not Reported on Form 990
$-25,156
Total Revenue per Audited Statements
$6,066,823
Total Revenue per Form 990
$6,097,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,367,173
Other Expenses$2,299,965
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,261,533$227,200-$2,488,733
Other Employee Benefits$514,669$55,592-$570,261
Fees for Services Other$450,314$6,797-$457,111
Depreciation Depletion$99,322$149,224-$248,546
Payroll Taxes$173,228$18,711-$191,939
Office Expenses$142,408$42,433-$184,841
Occupancy$28,802$149,279-$178,081
Insurance$108,370$47,638-$156,008
Current Officers, Directors, Trustees, and Key Employees$78,384$7,891-$86,275
Travel$38,189$10,954-$49,143
Information Technology$38,732$6,401-$45,133
Interest-$30,625-$30,625
Fees for Services Accounting$29,992$453-$30,445
Pension Plan Contributions$27,044$2,921-$29,965
Other Expenses$12,356$7,902-$20,258
Conferences and Meetings$4,674$3,694-$8,368
Advertising$3,677$3,594-$7,271
Fees for Service Investment Mgmnt Fees-$5,360-$5,360
Fees for Services Legal$3,341$50-$3,391
Total Functional Expenses$4,859,709$807,429$0$5,667,138

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,667,138
Expenses per Audited Statements$5,661,778
Total Expenses per Audited Statements$5,661,778
Expenses Not Reported on Financial Statements$5,360
Expenses Not Reported on Form 990$0
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
Related Party Receivable$1,125,000
Accrued payroll and related liabilities$262,858
Security Deposits$42,551
Contract Liability$21,533
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“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, Section B, line 12C

“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, Section B, line 15

“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, Section C, line 19

“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
8124326272
Address
13091 Benedict Drive, Dillsboro, IN 47018

Signing Officer

Name
Erin Thomas
Title
Executive Director
Phone
8124326272
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Thomas
Formed
1999
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
125
Volunteers
13

Preparer

Firm
Barnes Dennig & Co LTD
Address
8470 Allison Pointe Blvd Suite 200, Indianapolis, IN 46250
Preparer
Paula Hume
Phone
3175721130
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“No changes in process from the prior year.”

Financial Statement Notes

Part IV, Line 1B:

“As part of the Agency's Sentry Services program, they serve as the agent for certain individuals' bank accounts. All transactions from these accounts require proper approval before the funds are distributed. The corresponding liability is included in custodial funds held for others and accounts payable.”

Part IV, Line 2B:

“As part of the Agency's Sentry Services program, they serve as the agent for certain individuals' bank accounts. All transactions from these accounts require proper approval before the funds are distributed. The corresponding liability is included in custodial funds held for others and accounts payable.”

Part X, Line 2:

“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.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1383875
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt03915100
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06097339
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06401
IRS990/InformationTechnologyGrp/ProgramServicesAmt038732
IRS990/InformationTechnologyGrp/TotalAmt045133
IRS990/InsuranceGrp/ManagementAndGeneralAmt047638
IRS990/InsuranceGrp/ProgramServicesAmt0108370
IRS990/InsuranceGrp/TotalAmt0156008
IRS990/InterestGrp/ManagementAndGeneralAmt030625
IRS990/InterestGrp/TotalAmt030625
IRS990/InventoriesForSaleOrUseGrp/BOYAmt020752
IRS990/InventoriesForSaleOrUseGrp/EOYAmt020752
IRS990/InvestmentIncomeGrp/ExclusionAmt012965
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012965
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01041720
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05697749
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03410515
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03161969
IRS990/LandBldgEquipCostOrOtherBssAmt08859718
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide services to elderly, disabled, and low to moderate income individuals of any age in the southeastern part of the State of Indiana.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04346872
IRS990/NetAssetsOrFundBalancesEOYAmt04751917
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-25156
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04346872
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04751917
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0149279
IRS990/OccupancyGrp/ProgramServicesAmt028802
IRS990/OccupancyGrp/TotalAmt0178081
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt042433
IRS990/OfficeExpensesGrp/ProgramServicesAmt0142408
IRS990/OfficeExpensesGrp/TotalAmt0184841
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0203347
IRS990/OtherAssetsTotalGrp/EOYAmt0231450
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt055592
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0514669
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0570261
IRS990/OtherExpensesGrp/Desc0Service providers
IRS990/OtherExpensesGrp/Desc1Other Expenses
IRS990/OtherExpensesGrp/Desc2Furniture and equipment
IRS990/OtherExpensesGrp/Desc3Dues and subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt025646
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15064
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27902
IRS990/OtherExpensesGrp/ProgramServicesAmt0790939
IRS990/OtherExpensesGrp/ProgramServicesAmt126237
IRS990/OtherExpensesGrp/ProgramServicesAmt227498
IRS990/OtherExpensesGrp/ProgramServicesAmt312356
IRS990/OtherExpensesGrp/TotalAmt0790939
IRS990/OtherExpensesGrp/TotalAmt151883
IRS990/OtherExpensesGrp/TotalAmt232562
IRS990/OtherExpensesGrp/TotalAmt320258
IRS990/OtherLiabilitiesGrp/BOYAmt01188954
IRS990/OtherLiabilitiesGrp/EOYAmt01451942
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Fuel Tax Refund
IRS990/OtherRevenueMiscGrp/ExclusionAmt030842
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030842
IRS990/OtherRevenueTotalAmt030842
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0227200
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02261533
IRS990/OtherSalariesAndWagesGrp/TotalAmt02488733
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt08027
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt08027
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018711
IRS990/PayrollTaxesGrp/ProgramServicesAmt0173228
IRS990/PayrollTaxesGrp/TotalAmt0191939
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02921
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt027044
IRS990/PensionPlanContributionsGrp/TotalAmt029965
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0741420
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0835324
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011084
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012640
IRS990/PrincipalOfficerNm0Erin Thomas
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0Medicaid payments
IRS990/ProgramServiceRevenueGrp/Desc1Rental Revenue
IRS990/ProgramServiceRevenueGrp/Desc2Program revenue
IRS990/ProgramServiceRevenueGrp/Desc3Management Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01108526
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1547218
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2350399
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt319059
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01108526
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1547218
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2350399
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt319059
IRS990/ProgSrvcAccomActy2Grp/Desc0To provide services including care management and guardianship for the elderly and disabled individuals in the counties of Dearborn, Jefferson, Ohio, Ripley, and Switzerland of the State of Indiana.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01591091
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt019059
IRS990/ProgSrvcAccomActy3Grp/Desc0To provide services including legal assistance, ombudsman, home delivered meals, and in-home services for the elderly and disabled individuals in the counties of Dearborn, Jefferson, Ohio, Ripley, and Switzerland of the State of Indiana.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01201133
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0To provide services including information and referral, congregate meals, and affordable housing for the elderly and disabled individuals in the counties of Dearborn, Jefferson, Ohio, Ripley, and Switzerland of the State of Indiana.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0102561
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01655744
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03414461
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02628562
IRS990/PYOtherRevenueAmt033870
IRS990/PYProgramServiceRevenueAmt01790222
IRS990/PYRevenuesLessExpensesAmt0-437330
IRS990/PYSalariesCompEmpBnftPaidAmt03047321
IRS990/PYTotalExpensesAmt05675883
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05238553
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0430201
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0350399
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Miscellaneous Income - 2018 Amount: $ 112,202. 2019 Amount: $ 7,424. 2020 Amount: $ 33,870. 2021 Amount: $ 30,842.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part II, Line 10, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04028330
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03414461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03528145
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03104759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03604520

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,788,319
Liabilities
$2,036,402
Net assets
$4,751,917
Revenue
$6,097,339
Expenses
$5,667,138
Net income
$430,201
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
2022Detailed filing. Detailed filing data is available for this year.$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