annual report 2018 · 2019. 6. 3. · annual report 2018 statement of financial position audited...
TRANSCRIPT
-
president’s message:
marsha lorenZ
In a recent study called the “Through Their Eyes Project”, college students were assigned different tasks to complete while simulating the effects of mobility challenges many older adults struggle with. Simulations included buttoning their shirt or tying shoes while wearing gloves, climbing flights of stairs while breathing only through a straw and navigating restrooms, closets and uneven sidewalks with a walker or wheelchair. The students found that what they considered to be daily routine actions were suddenly exhausting and difficult. It also gave them a new outlook on society’s responsibility to be attentive to the needs of everyone in their community.At Seniors First, we see the effects of aging every day. How quickly seemingly simple daily tasks can become impossible when one’s strength or mobility is compromised. It’s why the nutrition and in-home services your contributions help to provide are so important. It’s also why we are so grateful for your continued support. Thanks to you, in 2018, Seniors First was able to serve over 4,600 clients, provide almost 350,000 meals, 188,000 hours of personal care
and homemaker services and 17,700 hours of volunteer service. Thanks to you, senior
citizens in our community got the little bit of help they needed to clean their home, bathe, dress and eat healthy meals. Most of all, thanks to you, they felt less isolated, more independent and safer in their own homes.
Here’s how you can continue to help. Volunteer: Volunteers are the life blood of our Meals on Wheels program. Delivering a fresh meal, a vital safety check and a few minutes of much needed conversation can make a world of difference in the life of a senior.Give: Your thoughtful gift will be used to avoid the three biggest threats of aging; hunger, isolation and loss of independence.Advocate: Know the facts on senior hunger, then help to educate others. Even bringing awareness through your social media platforms makes a huge difference. Warmly,Marsha Lorenz, President/CEO
Thanks to you, senior citizens in our community got the help they needed.
Chairman: Steven Fisher, Regional Vice President/TD Bank1st Vice Chair: Kim Blaylock, Account Group Director/&Barr2nd Vice Chair: Allison Ramirez, Senior VP-Legal Counsel/Bridge Investment GroupTreasurer: Jerry Kassab, Retired President/Aspire Health PartnersSecretary: John Gay, Managing Principle/Cresa OrlandoPast Chairman: Larry Stewart, Client Advisor/Seaside National Bank & Trust
Justin Birmele, VP of Operations, Advent Health Winter ParkMichael Burch, Producer/VP Insurance, HUB InternationalCarla Caponi, CPA/ConsultantCarol Clark, Special Projects/Orange County Parks and RecreationHallie Fisher, Attorney/Lowndes, Drosdick, Doster, Kantor & Reed
board of direcTorsPam Lively, Corporate Partnership & Development Officer/Orlando HealthBruce Marin, Attorney/Foley & LardnerCameron Mayfield, VP of Technical Development/Aspire Health PartnersSol Schick, President/Solomon F. Schick & Associates, Inc.Alyse Verner, Attorney/ShuffieldLowman
our mission is To enhance The qualiTy of life of seniorsby mainTaining Their independence and digniTy.
annual report 2018sTaTemenT of financial posiTion
-
annual report 2018sTaTemenT of financial posiTion
audited assets
CURRENT ASSETS Cash and cash equivilants $1,699,545 Accounts receivable 1,174,509 Certificates of deposit 533,102 Prepaids and other assets 101,201 Total Current Assets 3,508,357 PROPERTY AND EQUIPMENT, NET 1,092,075 OTHER ASSETS Contingency Reserve Fund 253,666 Funded depreciation 248,990 Beneficial interest in assets held by Community Foundation of Central FL 1,661,090 Security deposits 3,250 Total Other Assets 2,166,996
TOTAL ASSETS $6,767,428
liaBilities and net assets
CURRENT LIABILITIES Accounts payable $463,632 Accrued payroll and related expenses 158,234 Deferred revenue 608,079 Total Current Liabilities 1,229,945
Commitments and ContingenCies
NET ASSETS Without Donor Restrictions 5,183,384 With Donor Restrictions 354,099 Total Net Assets 5,537,483 TOTAL LIABILITIES AND NET ASSETS $6,767,428Figures taken from Seniors First Statement of Financial Position 12-31-18 AUDITED
reVenue BY Funding sourCe total: $10,837,028
Grant & Contract Rev 9,350,473 86.28%Fee for Service 229,893 2.12%Other Contracted Services 45,562 0.42%Donated Services & Rent 582,124 5.37%Client Contributions 11,247 0.10%Other Income 58,022 0.54%Fundraising 346,860 3.20%Special Events 212,847 1.96%
Figures taken from Seniors First Consolidated Statement of Activities - Dec 2018
FunCtional eXpenses BY program total: $10,668,955
In-Home Services 5,269,457 49.39%Nutrition Services 2,715,367 25.45%Transportation 683,690 6.41%Guardianship 257,886 2.42%Stepping Stone 148,644 1.39%Admin & General 1,349,605 12.65%Fundraising 155,720 1.46%Special Events 88,585 0.83%
Figures taken from Seniors First Statement Fuctional Exp - Dec 2018
First FaCts 2018:4,669Number of clients served.
346,063Number of meals served.
188,573Number of hours of personal, in-home, companionship and respite care provided.
17,748Number of volunteer hours.
638Number of pieces of medical equipment provided by Stepping Stone Medical Equipment Bank.
146Number of wards served by Guardianship.
With much gratitude seniors first extends a heartfelt thank you to the following foundations, corporations, organizations, and churches for their generous grant support of our programs in 2018: grantors 2018A Friends’ FoundationAdventHealth OrlandoAll Saints Church of Winter ParkBank of America Charitable FoundationCentral Florida FoundationChesley G. Magruder FoundationDarden Restaurants Inc. FoundationGFWC Oviedo Woman’s ClubJ. Milton Hoffa & Nellie E. Hoffa Memorial FoundationMacy’sMargaret & R. Parks Williams Charitable FoundationMassey Services Inc.Meals On Wheels AmericaOrlando HealthPublix Super Markets CharitiesSt Margaret Mary Catholic ChurchSubaru of AmericaTD Charitable FoundationThe Joe & Sarah Galloway FoundationThe Joseph G. Markoly Foundation, Inc.The Kent FoundationThe Lee FoundationThe Martin Andersen-Gracia Andersen Foundation, Inc.The University Club of Winter ParkUPS Foundation, Inc.VNA Foundation, Inc.Walmart Community GrantsWells Fargo FoundationWestgate Resorts Foundation