Lifespire INC FY2020 filing

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Lifespire, inc's mission is to champion and support people with developmental/intellectual disabilities and their families to realize their goals and dreams. The agency is funded through government programs, consumer contributions and gifts. IT is the agency's aim to provide individuals with developmental disabilities the assistance and support necessary to achieve a level of functional behaviors and cognitive skills to enable them to maintain themselves in their community in the most integrated and independent manner possible.

501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$1.5M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $3.3M a year · 3% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.5M
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $26
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$49.5M
61% of total assets
Fine: liabilities are 61% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$98.2M
Spent
$96.2M
To programs
93%
Net assets
$31.1M
By yearFY2020–FY2025
Revenue
$98.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$98.2M
FY2021$78.3M
FY2022$104.1M
FY2023$105.7M
FY2024$102.7M
FY2025$110.7M
Expenses
$96.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$96.2M
FY2021$86.1M
FY2022$95.6M
FY2023$97.8M
FY2024$99.6M
FY2025$104.3M
Net assets
$31.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$31.1M
FY2021$32.7M
FY2022$45.3M
FY2023$57.9M
FY2024$67.6M
FY2025$77.8M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1961.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $89.7M Management & general 7% · $6.6M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $1.5M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President/CEO
$307,700Pt VII · Sec A
$237,075Pt VII · Sec A
Medical Director
$177,058Pt VII · Sec A
$173,712Pt VII · Sec A
VP for Residential Services
$168,887Pt VII · Sec A
Controller
$167,020Pt VII · Sec A
VP for Day & Community Service
$152,349Pt VII · Sec A
Rehab Coordinator
$148,351Pt VII · Sec A

Thomas Lydon’s $325K as President/CEO is at the 33rd percentile of top reported officer pay among 249 $100M+ human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Thomas Lydon$325,485$339,698$322,258$327,132$326,907$307,700
Emilio Bonilla$260,733$239,545$225,244$194,511$176,390$167,020
Keith Lee————$202,222$237,075
Diana Portocarrero Vega$188,776$178,411$129,317———
Peter Valvo$158,367$185,210—$117,350$131,301—
Leonard Powell——$168,025$181,104$177,688—
Leonard Powell MD—————$177,058
Edna Bonita Hinson—————$173,712

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Lifespire INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering people with disabilities to achieve their goals and dreams.

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3 programs · $88.0M · in their own filed words · FY2019
01

Residential Services

Provide a variety of options, dependent upon the level of assistance needed by each individual. Each facility allows the highest degree of Independence. Some of these options include: - intermediate care facilities: offer comprehensive professional residential services. Also offered is care for adults with multiple Disabilities.

$47.3Mprogram expense
02

Waiver Services

Offers choices for individualized treatment and training to people with deficits in self care and domestic and independent living skills. Some of these services are: - community habilitation: an in-home trainer helps the individual in the privacy of his/her own home and community to acquire and improve skills in many areas.

$39.2Mprogram expense
03

Article 16 clinic-designed to meet the specific clinical needs of developmentally disabled individuals and to help sustain them in their communities. The clinic provides personal assessment and treatment by professional, fully-accredited practitioners.

$1.4Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$26

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $1.4M federal money spent
Disaster Grants - Public Assistance (presidentially Declared Disasters)Department of Homeland Security · ALN 97.036 · Through Federal Emergency Management Agency$1.4M

The auditor reported no findings.

Year ending Jun 2024 · $1.1M federal money spent
Disaster Grants - Public Assistance (presidentially Declared Disasters)Department of Homeland Security · ALN 97.036 · Through Federal Emergency Management Agency$1.1M

The auditor reported: a material weakness in money controls.

Year ending Jun 2023 · $2.5M federal money spent
Provider Relief Fund and American Rescue Plan (arp) Rural DistributionDepartment of Health and Human Services · ALN 93.498 · Direct$2.5M

The auditor reported 1 finding: a material weakness in money controls.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$98.2M
Ln 12
Fees for servicesLn 2g$97.1M
Other incomeLn 4–11$680K
Investment incomeLn 3$227K
Money outPt IX
$96.2M
Ln 25
Programscol B$89.7M
Managementcol C$6.6M
Owns and owesPt X
$31.1M
net assets · Ln 32
Cash and savingsLn 1–2$40.5M
Total assetsLn 16$80.6M
LiabilitiesLn 26$49.5M
PeoplePt VI, VII
18
listed · VII A
PaidVII A8
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$172K
Government grantsLn 1e$100K
Fees for servicesLn 2g$97.1M
Investment incomeLn 3$227K
Other incomeLn 4–11$680K
Gains on assetsLn 7$0
Total revenueLn 12$98.2M
Assets in detailPt X, end of year
CashLn 1$36.8M
SavingsLn 2$3.7M
Cash and savings togetherLn 1–2$40.5M
Accounts receivableLn 4$19.1M
Notes and loans receivableLn 7$536K
Prepaid expenses and deferred chargesLn 9$785K
Land, buildings, equipmentLn 10c$16.8M
InvestmentsLn 11–13$502K
Other assetsLn 15$2.4M
Total assetsLn 16$80.6M
LiabilitiesLn 26$49.5M
Net assetsLn 32$31.1M
OperationsPt I, VI
EmployeesI 5990
VolunteersI 616
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$11.3M
Bond issues listedSch K Pt I7
Raised by those issuesSch K Pt I$19.8M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$44.4M$40.5M
InvestmentsLn 11–13$465K$502K
Land, buildings, equipmentLn 10c$16.6M$16.8M
Total assetsLn 16$79.7M$80.6M
LiabilitiesLn 26$43.6M$49.5M
Net assetsLn 32$36.1M$31.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$788K$788K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$42.9M$41.0M$2.0M
Pension plan contributionsLn 8$441K$416K$25K
Other employee benefitsLn 9$6.7M$6.4M$293K
Payroll taxesLn 10$5.3M$5.0M$296K
Management feesLn 11a$0
Legal feesLn 11b$452K$198K$253K
Accounting feesLn 11c$173K$173K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$6.5M$6.4M$83K
Advertising and promotionLn 12$5K$3K$2K
Office expensesLn 13$3.3M$3.0M$313K
Information technologyLn 14$1.3M$592K$705K
RoyaltiesLn 15$0
OccupancyLn 16$9.5M$8.8M$781K
TravelLn 17$9.6M$9.6M$36K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$69K$27K$43K
InterestLn 20$1.4M$1.3M$3K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$1.8M$1.8M$36K
InsuranceLn 23$1.1M$733K$383K
Other expenses (24a–d)Ln 24$4.8M$4.4M$392K$0
Total functional expensesLn 25$96.2M$89.7M$6.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 13, 2026 $110.7M$104.3M$6.3M$77.8M 990 PDF
FY2024Filed with the IRS May 8, 2025 $102.7M$99.6M$3.0M$67.6M 990 PDF
FY2023Filed with the IRS May 14, 2024 $105.7M$97.8M$7.9M$57.9M 990 PDF
FY2022Filed with the IRS Apr 14, 2023 $104.1M$95.6M$8.5M$45.3M 990 PDF
FY2021Filed with the IRS Apr 13, 2022 $78.3M$86.1M−$7.8M$32.7M 990 PDF
FY2020 ViewingFiled with the IRS May 5, 2021 $98.2M$96.2M$1.9M$31.1M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $98,151,951 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $296,089$171,790
I-9 Program service revenuePrior year $99,887,336$97,073,975
I-10 Investment incomePrior year $205,870$226,586
I-11 Other revenuePrior year $0$679,600
I-12 Total revenuePrior year $100,389,295$98,151,951
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $57,079,532$56,142,303
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $43,954,124$40,097,322
I-18 Total expensesPrior year $101,033,656$96,239,625
I-19 Revenue less expensesPrior year −$644,361$1,912,326
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $98,151,951 across 11 lines filed
VIII-1e Government grants$99,821
VIII-1f All other contributions, gifts and grants$71,969
VIII-1h Total contributions, gifts and grants$171,790
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $97,073,975$97,073,975
VIII-3 Investment incomeExcluded from tax $226,586$226,586
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $657,686 · Excluded from tax $21,914$679,600
VIII-12 Total revenueRelated to mission $97,731,661 · Excluded from tax $248,500$98,151,951
Part IX · Statement of functional expenses $96,239,625 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $787,610$787,610
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $40,959,186 · Management $1,973,250$42,932,436
IX-8 Pension plan contributionsPrograms $415,693 · Management $24,810$440,503
IX-9 Other employee benefitsPrograms $6,435,466 · Management $293,314$6,728,780
IX-10 Payroll taxesPrograms $4,957,111 · Management $295,863$5,252,974
IX-11a Management fees$0
IX-11b Legal feesPrograms $198,344 · Management $253,221$451,565
IX-11c Accounting feesManagement $173,000$173,000
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $6,439,643 · Management $83,192$6,522,835
IX-12 Advertising and promotionPrograms $3,436 · Management $1,973$5,409
IX-13 Office expensesPrograms $3,034,112 · Management $313,129$3,347,241
IX-14 Information technologyPrograms $592,224 · Management $704,632$1,296,856
IX-15 Royalties$0
IX-16 OccupancyPrograms $8,751,693 · Management $780,779$9,532,472
IX-17 TravelPrograms $9,561,623 · Management $36,462$9,598,085
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $26,603 · Management $42,518$69,121
IX-20 InterestPrograms $1,349,459 · Management $3,409$1,352,868
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $1,782,592 · Management $36,211$1,818,803
IX-23 InsurancePrograms $732,589 · Management $383,075$1,115,664
IX-24 Other expenses (24a–d)Programs $4,421,251 · Management $392,152 · Fundraising $0$4,813,403
IX-25 Total functional expensesPrograms $89,661,025 · Management $6,578,600 · Fundraising $0$96,239,625
Part X · Balance sheet $80,597,000 assets, 30 lines filed
X-1 Cash, non-interest-bearingStart of year $39,989,874$36,803,683
X-2 Savings and temporary cash investmentsStart of year $4,361,637$3,674,145
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $14,698,424$19,107,348
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $570,718$535,901
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $371,612$785,432
X-10c Land, buildings and equipment, netStart of year $16,569,407$16,823,762
X-11 Publicly traded securitiesStart of year $464,882$502,452
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $2,692,967$2,364,277
X-16 Total assetsStart of year $79,719,521$80,597,000
X-17 Accounts payable and accrued expensesStart of year $24,090,037$20,573,062
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $2,092,978$2,064,608
X-20 Tax-exempt bond liabilitiesStart of year $12,419,954$11,251,429
X-21 Escrow or custodial accountsStart of year $0$0
X-22 Loans from officers and insidersStart of year $0$0
X-23 Secured mortgages and notes payableStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $4,971,544$15,589,351
X-26 Total liabilitiesStart of year $43,574,513$49,478,450
X-27 Net assets without donor restrictionsStart of year $36,086,254$31,060,020
X-28 Net assets with donor restrictionsStart of year $58,754$58,530
X-32 Total net assets or fund balancesStart of year $36,145,008$31,118,550
X-33 Total liabilities and net assetsStart of year $79,719,521$80,597,000
Part XI · Reconciliation of net assets $31,118,550 net assets at year end
XI-1 Total revenue$98,151,951
XI-2 Total expenses$96,239,625
XI-3 Revenue less expenses$1,912,326
XI-4 Net assets at start of year$36,145,008
XI-9 Other changes in net assets−$6,938,784
XI-10 Net assets at end of year$31,118,550

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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