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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
president’s message:
marsha lorenZ
“I am Doc. I am 70 years old, alone with no family. Over the years my health has deteriorated but you have never failed to take extraordinary and loving care of me. Seniors first provides the bulk of my food, shops for me, cleans my home and helps me bathe. In all these years, no one has ever come forward to assist me as Seniors First has done. If I was not permitted to continue with you, I can’t imagine where I would be now. You are in fact, my only family. You are my only treasure.”
As President/CEO, I spend a lot of time looking at numbers....... but as we all know, numbers don’t mean anything if you have no point of reference. So here’s some real numbers. 1 in 6 senior citizens struggle with hunger, thousands have to choose between buying food or medication and hundreds more are in danger of losing their independence for lack of a little help around the house. These are not strangers in other cities we know nothing about. They are living down the street in our own neighborhoods.
But there’s good news. In 2017, thanks to your support, we were able to assist over 4,700 seniors
here in our community including those most in need following the hurricanes. Thanks to you, over 300,000 meals were served alleviating hunger, depression and
isolation. When I read Doc’s story in his own words, I am reminded what a difference you are helping us make in the lives of our seniors. Thank you for caring.
Here’s how you can help.
Volunteer: Volunteers are the life blood of our Meals on Wheels program. Delivering a hot 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 and then help to educate others. Even bringing awareness through you social media platforms makes a huge difference.
Warmly, Marsha Lorenz President/CEO
“These are not strangers”
Chairman: Larry Stewart, Seaside National Bank & Trust
1st Vice Chair: Steven Fisher, TD Bank
2nd Vice Chair: John Gay, Cresa Orlando
Treasurer: Jerry Kassab, Aspire Health Partners
Secretary: Allison Ramirez, Bridge Investment Group
Past Chairman: Gordon Arkin, Foley & Lardner Ret.
Kathleen Black, Dr. Phillips Hospital
Kim Blaylock, &Barr
Jamel Brown, Community Volunteer
Michael Burch, HUB
Derren Ciaglia, Lowndes, Drosdick, Doster, Kantor
& Reed P.A.
Carol Clark, Orange County Government
Michelle Hage, Orlando Health Customer Serv. Ret.
Bruce Marin, Foley & Lardner
board of direcTors Melvin Pittman, Orange County Community &Environmental Serv.
Margaret Sauer, UCF School of Social Work
Sol Schick, Solomon F. Schick & Associates
Jim Shapiro, Retired Businessman
our mission is To enhance The qualiTy of life of seniorsby mainTaining Their independence and digniTy.
annual report 2017sTaTemenT of financial posiTion
annual report 2017sTaTemenT of financial posiTion
AUDITED ASSETS
CURRENT ASSETS
Cash and cash equivilants $1,634,808 Accounts receivable 996,047 Prepaids and other assets 99,460
Total Current Assets 2,730,315
PROPERTY AND EQUIPMENT, NET 1,206,584
OTHER ASSETS
Certificates of deposit 528,091 Funded depreciation 238,797 Beneficial interest in assets held by Community Foundation of Central Fl 1,799,659 Security deposits 3,250
Total Other Assets 2,569,797
TOTAL ASSETS $6,506,696
LIABILITIES AND NET ASSETS
CURRENT LIABILITIES
Accounts payable $368,333 Accrued payroll and related expenses 140,808 Deferred revenue 491,091
Total Current Liabilities 1,000,232
COMMITMENTS AND CONTINGENCIES
NET ASSETS
Unrestricted 5,162,558 Temporarily restricted 238,797 Permanently restricted 105,109
Total Net Assets 5,506,464
TOTAL LIABILITIES AND NET ASSETS $6,506,696Figures taken from Seniors First Statement of Financial Position 12-31-17
REVENUE BY FUNDING SOURCE TOTAL: $9,240,253
Grant & Contract Rev 7,725,712 83.61% Medicaid Waiver Rev 131,387 1.42% Fee for Service 204,457 2.21% Other Contracted Services 43,835 0.47% Donated Services & Rent 582,124 6.30% Client Contributions 10,332 0.11% Other Income 63,605 0.69% Fundraising 277,310 3.00% Special Events 201,491 2.18%
Figures taken from Seniors First Consolidated Statement of Activities - Dec 2017
FUNCTIONAL EXPENSES BY PROGRAM TOTAL: $ 9,240,253
In-Home Services 4,279,864 46.32% Nutrition Services 2,303,337 24.93% Transportation 708,531 7.67% Guardianship 310,690 3.36% Stepping Stone 142,718 1.54% Admin & General 1,284,798 13.90% Fundraising 117,705 1.27% Special Events 92,610 1.00%
Figures taken from Seniors First Statement Fuctional Exp - Dec 2017
First Facts 2017:4,763Number of clients served
326,055Number of meals served
153,991Number of hours of personal, in-home, companionship and respite care provided
16,494Number of volunteer hours
492Number of people served by Stepping Stone Medical Equipment bank
122Number 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 2017:
grantors 2017A Friend’s FoundationAll Saints Episcopal ChurchBank of America Charitable FoundationChesley G. Magruder FoundationDarden Restaurants Inc. FoundationDuke Energy FoundationEdyth Bush Charitable FoundationGFWC Apopka Woman’s ClubGFWC Oviedo Woman’s ClubJ. Milton Hoffa & Nellie E. Hoffa Memorial FoundationJoseph G. Markoly FoundationMeals on Wheels AmericaOrlando HealthOrlando Sentinel Family FundPublix Super Markets CharitiesSt. Margaret Mary Catholic ChurchSubaru of AmericaTD Charitable FoundationThe Chatlos Foundation, Inc.The Father’s Table FoundationThe Joe & Sarah Galloway FoundationThe Lee FoundationThe Martin Andersen-Gracia Andersen FoundationUniversity Club of Winter ParkUPS Foundation, Inc.Visiting Nurses Association Foundation, Inc.Walmart Community GrantsWells Fargo FoundationWestgate Resorts Foundation
president’s message:
marsha lorenZ
Angel had a serious stroke and Rosita was struggling to take care of him. They were on the verge of being evicted when Seniors First got the call. With your help we were able to provide nutritious food, in-home and personal care. Amazed, Angel says “Everybody came to help us!”
Thanks to you, we’ve been able to improve the quality of life for Angel, Rosita and hundreds more like them, but many more are still in need of assistance. Currently, there are over 16,000 seniors in Orange County who struggle with hunger and may not know where their next meal will come from. Many find themselves isolated and alone, having to choose between food and medication and unable to care for themselves or their environments.
As we look toward the second half of 2017, I am thankful for your continued support. I believe we can solve senior hunger and that it doesn’t take much… if we all join together.
Here’s how you can help.
Volunteer: Volunteers are the life blood of our Meals on Wheels program. Delivering a hot 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 and then help to educate others. Even bringing awareness through your social media platforms makes a huge difference.
Warmly, Marsha L. Lorenz
President/CEO
“over 16,000 seniors in
orange County struggle with
hunger”
Chairman: Larry Stewart, Seaside National Bank & Trust
1st Vice Chair: Margaret Sauer, UCF School of Social Work Ret.
2nd Vice Chair: John Gay, Cresa Orlando
Treasurer: Steven Fisher, TD Bank
Secretary: Melvin Pittman, Orange County Comm.
& Environmental Services Ret.
Past Chairman: Gordon Arkin, Foley & Lardner Ret.
Kim Blaylock, &Barr
Kathleen Black, Dr. Phillips Hospital
Derren Ciaglia, Lowndes, Drosdick, Doster, Kantor
& Reed P.A.
Carol Clark, Orange County Government
Edward Casoria, Attorney Private Practice
Michelle Hage, Orlando Health Customer Serv. Ret.
board of direCtors Jerry Kassab, Aspire Health Partners Ret. Bruce Marin, Foley & Lardner
Craig Moore, Florida Hospital Home Care Srv.
Allison Ramirez, ROC Seniors Housing Fund
Manager LLC
Sol Schick, Solomon F. Schick & Associates
Jim Shapiro, Retired Businessman
our mission is to enhanCe the quality of life of seniorsby maintaining their independenCe and dignity.
annual report 2016statement of finanCial position
annual report 2016statement of finanCial position
AUDITED ASSETS
CURRENT ASSETS
Cash and cash equivilants $1,441,656 Accounts receivable 1,109,125 Prepaids and other assets 96,496
Total Current Assets 2,647,277
PROPERTY AND EQUIPMENT, NET 1,340,766
OTHER ASSETS
Certificates of deposit 525,063 Funded depreciation 225,750 Beneficial interest in assets held by Community Foundation of Central Fl 1,648,468 Security deposits 3,250
Total Other Assets 2,402,531
TOTAL ASSETS $6,390,574
LIABILITIES AND NET ASSETS
CURRENT LIABILITIES
Accounts payable $391,218 Accrued payroll and related expenses 146,489 Deferred revenue 491,773
Total Current Liabilities 1,029,480
COMMITMENTS AND CONTINGENCIES
NET ASSETS
Unrestricted 5,006,223 Temporarily restricted 249,762 Permanently restricted 105,109
Total Net Assets 5,361,094
TOTAL LIABILITIES AND NET ASSETS $6,390,574Figures taken from Seniors First Statement of Financial Position 12-31-15
REVENUE BY FUNDING SOURCE TOTAL: $9,960,789
Grant & Contract Rev 8,124,626 80.84% Medicaid Waiver Rev 372,615 3.71% Fee for Service 208,074 2.07% Other Contracted Services 44,784 0.45% Donated Services & Rent 578,624 5.76% Client Contributions 12,335 0.12% Other Income 100,874 1.00% Fundraising 305,792 3.04% Special Events 213,065 2.12%
Figures taken from Seniors First Consolidated Statement of Activities - Dec 2016
FUNCTIONAL EXPENSES BY PROGRAM TOTAL: $10,050,691
In-Home Services 4,787,668 47.64% Nutrition Services 2,350,559 23.39% Home Improvement 243,043 2.42% Transportation 693,283 6.90% Guardianship 423,300 4.21% Stepping Stone 139,718 1.39% Admin & General 1,209,672 12.04% Fundraising 116,057 1.15% Special Events 87,392 0.87%
Figures taken from Seniors First Statement Fuctional Exp - Dec 2016
First Facts 2016:5,149Number of clients served
338,593Number of meals served
175,533Number of hours of personal, in-home, companionship and respite care provided
16,850Number of volunteer hours
722Number of people served by Stepping Stone Medical Equipment bank
137Number of wards served by Guardianship.
With much gratitude seniors first extends a heartfelt thank you to the following for their
generous support in 2016:
grantors 2016All Saints Church of Winter Park
Bank of America Charitable Foundation
The Central Florida Foundation
The Chatlos Foundation, Inc.
Chesley G. Magruder Foundation
Darden Restaurants Inc. Foundation
The Galloway Foundation
GFWC Apopka Woman’s Club
Joseph G Markoly Foundation
The Lee Foundation
The Martin Andersen-Gracia Andersen Foundation
Meals On Wheels America
Publix Super Markets Charities
St Margaret Mary Church
Subaru of America-Share the Love
The University Club of Winter Park
UPS Foundation, Inc.
Visiting Nurses Assoc. Foundation, Inc.
Walmart Community Grants
Welsh Charitable Trust
Westgate Resorts Foundation
2018 Annual Report FINAL2017 Annual Report FINAL2016 FINALAnnual Report
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