Civic Intelligence

Lifetime Resources Inc.

990 • Fiscal year 2024 • EIN 35-2076514

Jul 01, 2023 to Jun 30, 2024 • Filed on May 06, 2025

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

67th percentile

0.28x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.28x

Higher debt load relative to revenue than 63% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$91,928

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

79th percentile

37%

Faster revenue growth than 79% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$8,066,013

Up $959,413 (+14%) from 2023

Net Assets

Up

$5,795,342

Up $929,730 (+19%) from 2023

Liabilities

Up

$2,270,671

Up $29,683 (+1.3%) from 2023

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin64th percentile

Revenue

Up

$8,197,795

Up $2,215,254 (+37%) from 2023

Expenses

Up

$7,263,187

Up $1,407,513 (+24%) from 2023

Net Income

Up

$934,608

Up $807,741 (+637%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2024

Assets$8,066,013
Liabilities$2,270,671
Net Assets$5,795,342
Open 2024 Filing

Operations Trend

Revenue Growth79th 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

2024

Revenue$8,197,795
Expenses$7,263,187
Net Income$934,608
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$8,488,831
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$3,062,808$3,904,279▲ $841,471
Pledges and Grants Receivable$963,400$1,905,155▲ $941,755
Cash and Non-Interest-Bearing Accounts$1,413,553$1,316,816▼ $96,737
Investments in Publicly Traded Securities$1,057,088$783,346▼ $273,742
Accounts Receivable$189,936$124,511▼ $65,425
Prepaid Expenses and Deferred Charges$19,296$31,906▲ $12,610
Inventories for Sale or Use$20,752$0▼ $20,752
Total Assets$7,106,600$8,066,013▲ $959,413
Other Assets Total$379,767$0▼ $379,767
Liabilities
Other Liabilities$1,188,407$1,210,759▲ $22,352
Accounts Payable and Accrued Expenses$580,378$567,355▼ $13,023
Unsecured Notes Loans Payable$411,577$442,202▲ $30,625
Escrow Account Liability$60,626$50,355▼ $10,271
Total Liabilities$2,240,988$2,270,671▲ $29,683
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,865,612$5,795,342▲ $929,730
Total Net Assets Fund Balance$4,865,612$5,795,342▲ $929,730
Total Liabilities and Net Assets / Fund Balance$7,106,600$8,066,013▲ $959,413

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,653,427$4,154,970$6,808,397
Other Land Buildings$850,356$1,331,561$2,181,917
Equipment$170,680$267,266$437,946
Leasehold Improvements$89,816$140,641$230,457
Land$140,000-$140,000
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Erin ThomasExecutive DirectorFT$90,128$1,800$91,928

Board Members and Trustees

NameTitle
Doug RumpChairman
Ron RichardVice Chairman
Carol RhoadsDirector
Dana RiddleDirector
Diana BarryDirector
Duane CovingtonDirector
Melissa BakerDirector
Shannon ChipmanDirector
Tina RumseyDirector - Exit(02/28/24)
Karen O'NealDirector - Exit(06/30/24)
Tanya BurdetteDirector - Start(09/01/23)
Doug GarnerSecretary
Casey RobinsonTreasurer
Frieda RickersonTreasurer - Exit(07/01/23)

Highest Paid Contractors

ContractorServicesLocationCompensation
Midwest Transit Equipment IncNew Vans146 W Issert Dr, Kankakee, IL 60901$531,915
Kentucky Health AdministratorsHealth Insurance1721 Fortune Court 150, Lexington, KY 40509$402,344
John L Maxwell DBA Maxwell ConstructionConstruction/AHP Grant440 Nowlin Ave, Greendale, IN 47025$363,621
Stay At Home Care IncIN-Home Services Provider630 N Gardner St, Scottsburg, IN 47170$329,914
Interim Homestyles Services of SE ININ-Home Services ProviderPO Box 632148, Cincinnati, OH 45263$217,492
Revenue and Support

Revenue Composition

Contributions and Grants
$5,677,083
Program Service Revenue
$2,429,445
Investment Income
$60,025
Other Revenue
$31,242
All Other Contributions
$377,534
Change in Net Assets
$934,608

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,187,906
Revenue Not Reported on Financial Statements
$9,889
Revenue Not Reported on Form 990
$-4,878
Total Revenue per Audited Statements
$8,183,028
Total Revenue per Form 990
$8,197,795
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,840,860
Other Expenses$3,422,327
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,848,730$151,489-$3,000,219
Other Employee Benefits$464,167$26,464-$490,631
Fees for Services Other$433,735$8,282-$442,017
Depreciation Depletion$134,010$166,651-$300,661
Office Expenses$214,176$45,065-$259,241
Payroll Taxes$220,696$12,583-$233,279
Occupancy$30,050$187,551-$217,601
Insurance$145,098$61,935-$207,033
Current Officers, Directors, Trustees, and Key Employees$87,280$4,648-$91,928
Other Expenses$37,028$30,502-$67,530
Travel$44,386$19,111-$63,497
Fees for Services Accounting$45,770$874-$46,644
Information Technology$28,788$14,198-$42,986
Interest-$30,625-$30,625
Conferences and Meetings$24,985$468-$25,453
Pension Plan Contributions$23,465$1,338-$24,803
All Other Expenses$7,378$10,270-$17,648
Fees for Service Investment Mgmnt Fees-$9,889-$9,889
Advertising$1,766$1,455-$3,221
Fees for Services Legal$1,134$22-$1,156
Total Functional Expenses$6,213,924$1,049,263$0$7,263,187

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,263,187
Expenses per Audited Statements$7,253,298
Total Expenses per Audited Statements$7,253,298
Expenses Not Reported on Financial Statements$9,889
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$46,045
Contract Liability$39,714
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
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Erin Thomas
Formed
1999
Legal Domicile
In
Voting Board Members
12
Independent Board Members
12
Employees
139
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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/PersonNm11Tina Rumsey
IRS990/Form990PartVIISectionAGrp/PersonNm12Shannon Chipman
IRS990/Form990PartVIISectionAGrp/PersonNm13Tanya Burdette
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/ReportableCompFromOrgAmt1490128
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 - Exit(07/01/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director - Exit(06/30/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director - Exit(02/28/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director - Start(09/01/23)
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt018853
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt05299549
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0309889
IRS990/GrossReceiptsAmt08488831
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014198
IRS990/InformationTechnologyGrp/ProgramServicesAmt028788
IRS990/InformationTechnologyGrp/TotalAmt042986
IRS990/InsuranceGrp/ManagementAndGeneralAmt061935
IRS990/InsuranceGrp/ProgramServicesAmt0145098
IRS990/InsuranceGrp/TotalAmt0207033
IRS990/InterestGrp/ManagementAndGeneralAmt030625
IRS990/InterestGrp/TotalAmt030625
IRS990/InventoriesForSaleOrUseGrp/BOYAmt020752
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt041172
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041172
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01057088
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0783346
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05894438
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03062808
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03904279
IRS990/LandBldgEquipCostOrOtherBssAmt09798717
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0291036
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/NetAssetsOrFundBalancesBOYAmt04865612
IRS990/NetAssetsOrFundBalancesEOYAmt05795342
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt018853
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt018853
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4878
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04865612
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05795342
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0187551
IRS990/OccupancyGrp/ProgramServicesAmt030050
IRS990/OccupancyGrp/TotalAmt0217601
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt045065
IRS990/OfficeExpensesGrp/ProgramServicesAmt0214176
IRS990/OfficeExpensesGrp/TotalAmt0259241
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0379767
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026464
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0464167
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0490631
IRS990/OtherExpensesGrp/Desc0Service providers
IRS990/OtherExpensesGrp/Desc1Bad Debts
IRS990/OtherExpensesGrp/Desc2Furniture and equipment
IRS990/OtherExpensesGrp/Desc3Other Expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0250000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115843
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt230502
IRS990/OtherExpensesGrp/ProgramServicesAmt01369404
IRS990/OtherExpensesGrp/ProgramServicesAmt151878
IRS990/OtherExpensesGrp/ProgramServicesAmt237028
IRS990/OtherExpensesGrp/TotalAmt01369404
IRS990/OtherExpensesGrp/TotalAmt1250000
IRS990/OtherExpensesGrp/TotalAmt267721
IRS990/OtherExpensesGrp/TotalAmt367530
IRS990/OtherLiabilitiesGrp/BOYAmt01188407
IRS990/OtherLiabilitiesGrp/EOYAmt01210759
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Fuel Tax Refund
IRS990/OtherRevenueMiscGrp/ExclusionAmt031242
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031242
IRS990/OtherRevenueTotalAmt031242
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0151489
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02848730
IRS990/OtherSalariesAndWagesGrp/TotalAmt03000219
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012583
IRS990/PayrollTaxesGrp/ProgramServicesAmt0220696
IRS990/PayrollTaxesGrp/TotalAmt0233279
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01338
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt023465
IRS990/PensionPlanContributionsGrp/TotalAmt024803
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0963400
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01905155
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019296
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031906
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/RelatedOrExemptFuncIncomeAmt01482183
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1630375
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2293037
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt323850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01482183
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1630375
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2293037
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt323850
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/ExpenseAmt01859637
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt023850
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/ExpenseAmt01376081
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/ExpenseAmt0865592
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02112558
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03835106
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt037563
IRS990/PYOtherExpensesAmt02423695
IRS990/PYOtherRevenueAmt033116

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,066,013
Liabilities
$2,270,671
Net assets
$5,795,342
Revenue
$8,197,795
Expenses
$7,263,187
Net income
$934,608
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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