Civic Intelligence

Lifetime Resources Inc.

990 • Fiscal year 2023 • EIN 35-2076514

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 26, 2024

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

69th percentile

0.32x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

67th percentile

0.37x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

46th percentile

2.1%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$84,702

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

48th percentile

4.7%

Faster asset growth than 48% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-1.9%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$7,106,600

Up $318,281 (+4.7%) from 2022

Net Assets

Up

$4,865,612

Up $113,695 (+2.4%) from 2022

Liabilities

Up

$2,240,988

Up $204,586 (+10%) from 2022

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin46th percentile

Revenue

Down

$5,982,541

Down $114,798 (-1.9%) from 2022

Expenses

Up

$5,855,674

Up $188,536 (+3.3%) from 2022

Net Income

Down

$126,867

Down $303,334 (-71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2023

Assets$7,106,600
Liabilities$2,240,988
Net Assets$4,865,612
Open 2023 Filing

Operations Trend

Revenue Growth35th 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

2023

Revenue$5,982,541
Expenses$5,855,674
Net Income$126,867
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 26, 2024
Return Version
2022v5.0
Gross Receipts
$5,982,541
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
Land, Buildings, and Equipment, Net$3,161,969$3,062,808▼ $99,161
Cash and Non-Interest-Bearing Accounts$1,323,938$1,413,553▲ $89,615
Investments in Publicly Traded Securities$1,041,720$1,057,088▲ $15,368
Pledges and Grants Receivable$835,324$963,400▲ $128,076
Accounts Receivable$152,499$189,936▲ $37,437
Inventories for Sale or Use$20,752$20,752→ $0
Prepaid Expenses and Deferred Charges$12,640$19,296▲ $6,656
Other Notes and Loans Receivable, Net$8,027$0▼ $8,027
Total Assets$6,788,319$7,106,600▲ $318,281
Other Assets Total$231,450$379,767▲ $148,317
Liabilities
Other Liabilities$1,451,942$1,188,407▼ $263,535
Accounts Payable and Accrued Expenses$142,036$580,378▲ $438,342
Unsecured Notes Loans Payable$387,509$411,577▲ $24,068
Escrow Account Liability$54,915$60,626▲ $5,711
Total Liabilities$2,036,402$2,240,988▲ $204,586
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,751,917$4,865,612▲ $113,695
Total Net Assets Fund Balance$4,751,917$4,865,612▲ $113,695
Total Liabilities and Net Assets / Fund Balance$6,788,319$7,106,600▲ $318,281

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,704,100$3,653,615$6,357,715
Other Land Buildings$41,929$1,837,666$1,879,595
Equipment$176,779$170,751$347,530
Leasehold Improvements$0$230,457$230,457
Land$140,000-$140,000
Other Assets Org$379,767--
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin ThomasExecutive DirectorFT$82,902$1,800$84,702

Board Members and Trustees

NameTitle
Doug RumpChairman
Ron RichardVice Chairman
Carol RhoadsDirector
Casey RobinsonDirector
Dana RiddleDirector
Diana BarryDirector
Duane CovingtonDirector
Karen O'NealDirector
Melissa BakerDirector
Tina RumseyDirector
Margaret DruryDirector - Exited 3/1/23
Shannon ChipmanDirector - Joined 3/1/23
Doug GarnerSecretary
Frieda RickersonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kentucky Health AdministratorsHealth Insurance1721 Fortune Court 150, Lexington, KY 40509$401,147
Maxwell ConstructionConstruction/AHP Grant440 Nowlin Ave, Greendale, IN 47025$401,147
1st Choice Water RestorationProperty Restoration11388 N West Fork Rd, Madison, IN 47250$199,252
Cincinnati Insurance CompanyBusiness InsurancePO Box 145620, Cincinnati, OH 45250$163,772
Stay at Home Care IncIN-Home Services Provider630 North Gardner St, Scottsburg, IN 47170$119,703
Revenue and Support

Revenue Composition

Contributions and Grants
$3,835,106
Program Service Revenue
$2,076,756
Investment Income
$37,563
Other Revenue
$33,116
All Other Contributions
$523,491
Change in Net Assets
$126,867

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,973,810
Revenue Not Reported on Financial Statements
$8,731
Revenue Not Reported on Form 990
$-13,172
Total Revenue per Audited Statements
$5,960,638
Total Revenue per Form 990
$5,982,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,431,979
Other Expenses$2,423,695
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,495,910$182,689-$2,678,599
Fees for Services Other$434,164$44,874-$479,038
Other Employee Benefits$399,786$36,854-$436,640
Occupancy$87,829$176,187-$264,016
Payroll Taxes$188,474$17,374-$205,848
Depreciation Depletion$42,426$152,314-$194,740
Office Expenses$144,367$37,867-$182,234
Insurance$104,397$51,020-$155,417
Current Officers, Directors, Trustees, and Key Employees$78,896$5,806-$84,702
Fees for Services Accounting$76,614$7,919-$84,533
Travel$44,292$11,515-$55,807
Information Technology$34,148$10,985-$45,133
Interest-$30,625-$30,625
Pension Plan Contributions$23,979$2,211-$26,190
Advertising$12,689$10,134-$22,823
Other Expenses$3,477$10,769-$14,246
Conferences and Meetings$8,631$4,340-$12,971
Fees for Service Investment Mgmnt Fees-$8,731-$8,731
Fees for Services Legal$1,148$119-$1,267
Total Functional Expenses$5,035,475$820,199$0$5,855,674

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,855,674
Expenses per Audited Statements$5,846,943
Total Expenses per Audited Statements$5,846,943
Expenses Not Reported on Financial Statements$8,731
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
Security Deposits$41,874
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 appearance 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
2024-04-26
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
129
Volunteers
14

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 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/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt141800
IRS990/Form990PartVIISectionAGrp/PersonNm0Doug Rump
IRS990/Form990PartVIISectionAGrp/PersonNm1Ron Richard
IRS990/Form990PartVIISectionAGrp/PersonNm2Frieda Rickerson
IRS990/Form990PartVIISectionAGrp/PersonNm3Doug Garner
IRS990/Form990PartVIISectionAGrp/PersonNm4Karen O'Neal
IRS990/Form990PartVIISectionAGrp/PersonNm5Carol Rhoads
IRS990/Form990PartVIISectionAGrp/PersonNm6Melissa Baker
IRS990/Form990PartVIISectionAGrp/PersonNm7Diana Barry
IRS990/Form990PartVIISectionAGrp/PersonNm8Duane Covington
IRS990/Form990PartVIISectionAGrp/PersonNm9Casey Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm10Dana Riddle
IRS990/Form990PartVIISectionAGrp/PersonNm11Margaret Drury
IRS990/Form990PartVIISectionAGrp/PersonNm12Tina Rumsey
IRS990/Form990PartVIISectionAGrp/PersonNm13Shannon Chipman
IRS990/Form990PartVIISectionAGrp/PersonNm14Erin Thomas
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1482902
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/ReportableCompFromRltdOrgAmt140
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 - Exited 3/1/23
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director - Joined 3/1/23
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt03311615
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05982541
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010985
IRS990/InformationTechnologyGrp/ProgramServicesAmt034148
IRS990/InformationTechnologyGrp/TotalAmt045133
IRS990/InsuranceGrp/ManagementAndGeneralAmt051020
IRS990/InsuranceGrp/ProgramServicesAmt0104397
IRS990/InsuranceGrp/TotalAmt0155417
IRS990/InterestGrp/ManagementAndGeneralAmt030625
IRS990/InterestGrp/TotalAmt030625
IRS990/InventoriesForSaleOrUseGrp/BOYAmt020752
IRS990/InventoriesForSaleOrUseGrp/EOYAmt020752
IRS990/InvestmentIncomeGrp/ExclusionAmt037563
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037563
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01041720
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01057088
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05892489
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03161969
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03062808
IRS990/LandBldgEquipCostOrOtherBssAmt08955297
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Working together to provide services that help people maintain their independence.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04751917
IRS990/NetAssetsOrFundBalancesEOYAmt04865612
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13172
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04751917
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04865612
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0176187
IRS990/OccupancyGrp/ProgramServicesAmt087829
IRS990/OccupancyGrp/TotalAmt0264016
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037867
IRS990/OfficeExpensesGrp/ProgramServicesAmt0144367
IRS990/OfficeExpensesGrp/TotalAmt0182234
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0231450
IRS990/OtherAssetsTotalGrp/EOYAmt0379767
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036854
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0399786
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0436640
IRS990/OtherExpensesGrp/Desc0Service providers
IRS990/OtherExpensesGrp/Desc1Furniture and equipment
IRS990/OtherExpensesGrp/Desc2Other Expenses
IRS990/OtherExpensesGrp/Desc3Dues and subscriptions
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06012
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt111854
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210769
IRS990/OtherExpensesGrp/ProgramServicesAmt0811310
IRS990/OtherExpensesGrp/ProgramServicesAmt128095
IRS990/OtherExpensesGrp/ProgramServicesAmt214843
IRS990/OtherExpensesGrp/ProgramServicesAmt33477
IRS990/OtherExpensesGrp/TotalAmt0811310
IRS990/OtherExpensesGrp/TotalAmt134107
IRS990/OtherExpensesGrp/TotalAmt226697
IRS990/OtherExpensesGrp/TotalAmt314246
IRS990/OtherLiabilitiesGrp/BOYAmt01451942
IRS990/OtherLiabilitiesGrp/EOYAmt01188407
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Fuel Tax Refund
IRS990/OtherRevenueMiscGrp/ExclusionAmt033116
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt033116
IRS990/OtherRevenueTotalAmt033116
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0182689
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02495910
IRS990/OtherSalariesAndWagesGrp/TotalAmt02678599
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt08027
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017374
IRS990/PayrollTaxesGrp/ProgramServicesAmt0188474
IRS990/PayrollTaxesGrp/TotalAmt0205848
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02211
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023979
IRS990/PensionPlanContributionsGrp/TotalAmt026190
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0835324
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0963400
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012640
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019296
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/RelatedOrExemptFuncIncomeAmt01085099
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1554944
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2415735
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt320978
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01085099
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1554944
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2415735
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt320978
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/ExpenseAmt01657511
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt020978
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/ExpenseAmt0811790
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/ExpenseAmt0670919
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01640043
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04028330
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012965
IRS990/PYOtherExpensesAmt02299965
IRS990/PYOtherRevenueAmt030842
IRS990/PYProgramServiceRevenueAmt02025202
IRS990/PYRevenuesLessExpensesAmt0430201
IRS990/PYSalariesCompEmpBnftPaidAmt03367173
IRS990/PYTotalExpensesAmt05667138
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06097339
IRS990/QuidProQuoContributionsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,106,600
Liabilities
$2,240,988
Net assets
$4,865,612
Revenue
$5,982,541
Expenses
$5,855,674
Net income
$126,867
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
2023Detailed filing. Detailed filing data is available for this year.$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