Civic Intelligence

Seniors First Foundation Inc.

990 • Fiscal year 2023 • EIN 59-3572590

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 09, 2024

Organization ProfileN/A
5395 Lb Mcleod RoadOrlando, FL 32811

(407) 292-0177

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$231,731

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 188.4% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,199,108

Up $237,637 (+12%) from 2022

Net Assets

Up

$2,199,108

Up $237,637 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin94th percentile

Revenue

Up

$122,983

Up $137,628 (+940%) from 2022

Expenses

Down

$41,824

Down $1,028 (-2.4%) from 2022

Net Income

Up

$81,159

Up $138,656 (+241%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,530,631Liabilities 2010: $0Net Assets 2010: $1,530,6312010Assets 2011: $1,479,412Liabilities 2011: $0Net Assets 2011: $1,479,4122011Assets 2012: $1,643,968Liabilities 2012: $4,250Net Assets 2012: $1,639,7182012Assets 2013: $1,807,269Liabilities 2013: $4,250Net Assets 2013: $1,803,0192013Assets 2014: $1,811,958Liabilities 2014: $20,917Net Assets 2014: $1,791,0412014Assets 2015: $1,612,401Liabilities 2015: $20,917Net Assets 2015: $1,591,4842015Assets 2016: $1,603,906Liabilities 2016: $9,500Net Assets 2016: $1,594,4062016Assets 2017: $1,745,541Liabilities 2017: $5,823Net Assets 2017: $1,739,7182017Assets 2018: $1,610,603Liabilities 2018: $4,500Net Assets 2018: $1,606,1032018Assets 2019: $1,890,186Liabilities 2019: $10,319Net Assets 2019: $1,879,8672019Assets 2020: $2,087,775Liabilities 2020: $7,024Net Assets 2020: $2,080,7512020Assets 2021: $2,294,135Liabilities 2021: $0Net Assets 2021: $2,294,1352021Assets 2022: $1,961,471Liabilities 2022: $0Net Assets 2022: $1,961,4712022Assets 2023: $2,199,108Liabilities 2023: $0Net Assets 2023: $2,199,1082023Assets 2024: $2,386,133Liabilities 2024: $0Net Assets 2024: $2,386,1332024

Highlighted filing

2023

Assets$2,199,108
Liabilities$0
Net Assets$2,199,108
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $98,8792010Expenses 2011: $99,2402011Expenses 2012: $109,1382012Revenue 2013: $175,548Expenses 2013: $99,351Net Income 2013: $76,1972013Revenue 2014: $201,674Expenses 2014: $148,131Net Income 2014: $53,5432014Revenue 2015: $110,723Expenses 2015: $147,502Net Income 2015: -$36,7792015Revenue 2016: $91,294Expenses 2016: $149,901Net Income 2016: -$58,6072016Revenue 2017: $164,982Expenses 2017: $106,001Net Income 2017: $58,9812017Revenue 2018: $74,382Expenses 2018: $41,820Net Income 2018: $32,5622018Revenue 2019: $96,995Expenses 2019: $38,964Net Income 2019: $58,0312019Revenue 2020: $93,560Expenses 2020: $38,968Net Income 2020: $54,5922020Revenue 2021: $203,303Expenses 2021: $44,605Net Income 2021: $158,6982021Revenue 2022: -$14,645Expenses 2022: $42,852Net Income 2022: -$57,4972022Revenue 2023: $122,983Expenses 2023: $41,824Net Income 2023: $81,1592023Revenue 2024: $103,279Expenses 2024: $54,888Net Income 2024: $48,3912024

Highlighted filing

2023

Revenue$122,983
Expenses$41,824
Net Income$81,159
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 9, 2024
Return Version
2023v5.1
Gross Receipts
$122,983
Mission and Program Overview

Mission

The organization's mission is to provide funding to seniors first, inc., a charitable organization that operates meals-on-wheels and offers many other services to senior citizens in central florida.

To support seniors first, inc., which provides many services to senior citizens in central florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$16,232$16,234▲ $2
Total Assets$1,961,471$2,199,108▲ $237,637
Other Assets Total$1,945,239$2,182,874▲ $237,635
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,961,471$2,199,108▲ $237,637
Total Net Assets Fund Balance$1,961,471$2,199,108▲ $237,637
Total Liabilities and Net Assets / Fund Balance$1,961,471$2,199,108▲ $237,637

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,182,874--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,945,238-▲ $279,459-$2,182,873
2022$2,279,364-▼ $291,274-$1,945,238
2021$2,070,052$30,598▲ $223,319-$2,279,364
2020$1,885,298-▲ $222,426-$2,070,052
2019$1,609,372-▲ $308,906-$1,885,298
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleOtherTotal
David ErneCFO$134,558$134,558

Board Members and Trustees

NameTitle
John GayChairman
Marsha LorenzPresident/CEO
Jerry KassabVice Chairman
Ed CasoriaBoard Member
George RoyalBoard Member
Gordon ArkinBoard Member
Patty DeyoungBoard Member
Steve FisherBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$122,983
Other Revenue
$0
Change in Net Assets
$81,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,824
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$41,824-$41,824
Total Functional Expenses$0$41,824$0$41,824
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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

“The cfo and finance director will review the form 990 prior to filing. The return will then be forwarded to the full board with the option of review prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The board members fill out the conflict of interest reporting form when they first join the board. The form is also filled out at every annual meeting by all board members. Compliance is self reported throughout the year. A member refrains from voting on matters concerning a conflict of interest.”

Form 990, Part VI, Section B, Line 15

“The officers of the filing organization are compensated by seniors first, inc., a related 501(c)(3) organization. Compensation and benefits provided to these individuals are determinated pursuant to policies, procedures and processes of seniors first, inc., which includes review and approval by the board of directors and documentation in the board and executive committee minutes.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Seniors First Foundation Inc
EIN
59-3572590
Phone
4072920177
Address
5395 LB MCLEOD ROAD, ORLANDO, FL 32811

Signing Officer

Name
Marsha Lorenz
Title
President/chief Executive Officer
Phone
4072920177
Signed
2024-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marsha Lorenz
Formed
1998
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Msl Pa
Address
255 S ORANGE AVENUE SUITE 600, ORLANDO, FL 32801
Preparer
Vicki L Hinz CPA
Phone
4077405400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C; OVERSIGHT OF THE AUDIT

“The finance committee is responsible for the selection, monitoring and evaluation of an independent audit firm and oversight of the audit of its financial statements. There was no change in this process from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“The filing organization transferred funds to central florida foundation, inc. To establish board-designated endowments for the purpose of investing funds and providing disbursements to seniors first, inc., a related 501(c)(3) organization.”

PART X, LINE 2:

“Seniors first and the foundation are not-for-profit corporations organized under the laws of the state of florida and have been granted recognition of their tax-exempt status under section 501(c)(3) of the internal revenue code. Accordingly, income earned in furtherance of their tax-exempt purposes is exempt from federal and state income taxes and, as a result, these consolidated financial statements include no provision or liability for income taxes.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ARTICLE IV OF THE FILING ORGANIZATION'S BYLAWS PROVIDE THAT OFFICERS OF THE CORPORATION SHALL INCLUDE THE CHAIRMAN, VICE CHAIRMAN, SECRETARY, TREASURER AND THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF SENIORS FIRST, INC. (THE SUPPORTED ORGANIZATION). THROUGH THIS OVERLAP OF OFFICERS AND THE DUTIES PERFORMED BY THE OFFICERS IN ACCORDANCE WITH THE GOVERNING DOCUMENTS, THE SUPPORTED ORGANIZATION EFFECTIVELY OPERATED, SUPERVISED AND CONTROLLED THE FILING ORGANIZATION'S ACTIVITIES DURING THE YEAR.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION TRANSFERRED FUNDS TO CENTRAL FLORIDA FOUNDATION, INC. TO ESTABLISH BOARD-DESIGNATED ENDOWMENTS FOR THE PURPOSE OF INVESTING FUNDS AND PROVIDING DISBURSEMENTS TO SENIORS FIRST, INC., A RELATED 501(C)(3) ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SENIORS FIRST AND THE FOUNDATION ARE NOT-FOR-PROFIT CORPORATIONS ORGANIZED UNDER THE LAWS OF THE STATE OF FLORIDA AND HAVE BEEN GRANTED RECOGNITION OF THEIR TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THEIR TAX-EXEMPT PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, AS A RESULT, THESE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARSHA LORENZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CFO AND FINANCE DIRECTOR WILL REVIEW THE FORM 990 PRIOR TO FILING. THE RETURN WILL THEN BE FORWARDED TO THE FULL BOARD WITH THE OPTION OF REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS FILL OUT THE CONFLICT OF INTEREST REPORTING FORM WHEN THEY FIRST JOIN THE BOARD. THE FORM IS ALSO FILLED OUT AT EVERY ANNUAL MEETING BY ALL BOARD MEMBERS. COMPLIANCE IS SELF REPORTED THROUGHOUT THE YEAR. A MEMBER REFRAINS FROM VOTING ON MATTERS CONCERNING A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OFFICERS OF THE FILING ORGANIZATION ARE COMPENSATED BY SENIORS FIRST, INC., A RELATED 501(C)(3) ORGANIZATION. COMPENSATION AND BENEFITS PROVIDED TO THESE INDIVIDUALS ARE DETERMINATED PURSUANT TO POLICIES, PROCEDURES AND PROCESSES OF SENIORS FIRST, INC., WHICH INCLUDES REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS AND DOCUMENTATION IN THE BOARD AND EXECUTIVE COMMITTEE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C; OVERSIGHT OF THE AUDIT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE ASSISTANCE TO SENIOR CITIZENS IN CENTRAL FLORIDA
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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHA LORENZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/CHIEF EXECUTIVE OFFICER

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
$2,199,108
Liabilities
$0
Net assets
$2,199,108
Revenue
$122,983
Expenses
$41,824
Net income
$81,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.10$0.05$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.12$0.04$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.00$1.96$0.01$0.04$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.20$0.04$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.01$2.08$0.09$0.04$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.01$1.88$0.10$0.04$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.07$0.04$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.01$1.74$0.16$0.11$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.01$1.59$0.09$0.15$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.02$1.59$0.11$0.15$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.81$0.02$1.79$0.20$0.15$0.05
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.80$0.18$0.10$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.11
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.10
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.10