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SENIORS FIRST, INC. - Florida Company Profile

Company Details

Entity Name: SENIORS FIRST, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 29 Sep 1986 (39 years ago)
Last Event: AMENDMENT
Event Date Filed: 26 Mar 2009 (16 years ago)
Document Number: N17038
FEI/EIN Number 592759603

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 5395 L.B. McLeod Rd., Orlando, FL, 32811, US
Mail Address: 5395 L.B. McLeod Rd., Orlando, FL, 32811, US
ZIP code: 32811
County: Orange
Place of Formation: FLORIDA

National Provider Identifier

NPI Enumeration Date Last Update Date Mailing Address Practice Location Address
1336288851 2007-02-05 2013-08-22 5395 L B MCLEOD RD, ORLANDO, FL, 328112952, US 5395 L B MCLEOD RD, ORLANDO, FL, 328112952, US

Contacts

Phone +1 407-292-0177
Fax 4072922773

Authorized person

Name MRS. MARSHA LORENZ
Role PRESIDENT / CEO
Phone 4072920177

Taxonomy

Taxonomy Code 251B00000X - Case Management Agency
State FL
Is Primary No
Taxonomy Code 372600000X - Adult Companion
State FL
Is Primary No
Taxonomy Code 376J00000X - Homemaker
State FL
Is Primary Yes

Other Provider Identifiers

Issuer MEDICAID
Number 024902501
State FL

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
403(B) THRIFT PLAN OF SENIORS FIRST, INC. 2009 592759603 2010-10-11 SENIORS FIRST, INC 75
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1989-10-01
Business code 624200
Sponsor’s telephone number 4072920177
Plan sponsor’s mailing address 5395 L B MCLEOD ROAD, ORLANDO, FL, 328112952
Plan sponsor’s address 5395 L B MCLEOD ROAD, ORLANDO, FL, 328112952

Plan administrator’s name and address

Administrator’s EIN 592759603
Plan administrator’s name SENIORS FIRST, INC
Plan administrator’s address 5395 L B MCLEOD ROAD, ORLANDO, FL, 328112952
Administrator’s telephone number 4072920177

Number of participants as of the end of the plan year

Active participants 135
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 17
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 154
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 4

Signature of

Role Plan administrator
Date 2010-10-11
Name of individual signing MARSHA LORENZ
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
CLARK CAROL Chairman 5395 L.B. McLeod Rd., Orlando, FL, 32811
LORENZ MARSHA President 5395 L.B. McLeod Rd., Orlando, FL, 32811
Blaylock Kim Past 600 E. Washington Street, Orlando, FL, 32801
Burch Michael Firs 1560 Orange Avenue, Winter Park, FL, 32789
Lively Pam Seco 3090 Caruso Ct, Ste 50, Orlando, FL, 32806
Muszynski Robert Treasurer 11510 E Colonial Drive, Orlando, FL, 32817
ERNE DAVID Agent 5395 L.B. McLeod Rd., Orlando, FL, 32811

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2023-04-28 ERNE, DAVID -
CHANGE OF PRINCIPAL ADDRESS 2022-02-16 5395 L.B. McLeod Rd., Orlando, FL 32811 -
REGISTERED AGENT ADDRESS CHANGED 2022-02-16 5395 L.B. McLeod Rd., Orlando, FL 32811 -
CHANGE OF MAILING ADDRESS 2022-02-16 5395 L.B. McLeod Rd., Orlando, FL 32811 -
AMENDMENT 2009-03-26 - -
REINSTATEMENT 1999-01-27 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 1998-10-16 - -
REINSTATEMENT 1996-10-22 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 1996-08-23 - -
NAME CHANGE AMENDMENT 1993-07-06 SENIORS FIRST, INC. -

Documents

Name Date
AMENDED ANNUAL REPORT 2024-09-18
ANNUAL REPORT 2024-04-30
ANNUAL REPORT 2023-04-28
ANNUAL REPORT 2022-02-16
ANNUAL REPORT 2021-04-06
ANNUAL REPORT 2020-02-25
ANNUAL REPORT 2019-03-04
ANNUAL REPORT 2018-03-29
ANNUAL REPORT 2017-02-13
ANNUAL REPORT 2016-02-10

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
59-2759603 Corporation Unconditional Exemption 5395 L B MCLEOD RD, ORLANDO, FL, 32811-2952 1988-09
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-12
Asset 5,000,000 to 9,999,999
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 9050746
Income Amount 14527730
Form 990 Revenue Amount 14030597
National Taxonomy of Exempt Entities Human Services: Senior Centers
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name SENIORS FIRST INC
EIN 59-2759603
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name SENIORS FIRST INC
EIN 59-2759603
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name SENIORS FIRST INC
EIN 59-2759603
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name SENIORS FIRST INC
EIN 59-2759603
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name SENIORS FIRST INC
EIN 59-2759603
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name SENIORS FIRST INC
EIN 59-2759603
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name SENIORS FIRST INC
EIN 59-2759603
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5416237708 2020-05-01 0491 PPP 5395 L B Mcleod Rd, Orlando, FL, 32811
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 777827
Loan Approval Amount (current) 777827
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address Orlando, ORANGE, FL, 32811-1101
Project Congressional District FL-10
Number of Employees 108
NAICS code 624120
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 784177.48
Forgiveness Paid Date 2021-02-25

Date of last update: 03 Apr 2025

Sources: Florida Department of State