LIFESTREAM SERVICES INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LIFESTREAM SERVICES INC (EIN 35-1356741)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202301359349305120
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T10:52:11-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352102008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CNA TAX PROFESSIONALS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10475 CROSSPOINT BOULEVARD SUITE | AddressLine1Txt |
| Address Line2 | 200 | AddressLine2Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351356741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFESTREAM SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIFE | BusinessNameControlTxt |
| Phone | 7657591121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 PILGRIM BLVD | AddressLine1Txt |
| City | YORKTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47396 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER L HAMILTON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 7657591121 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | HAMILTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN D DREIMAN CPA | PreparerPersonNm |
| PTIN | P00380913 | PTIN |
| Phone | 3178413393 | PhoneNum |
| Preparation | 2023-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER L HAMILTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 PILGRIM BLVD | AddressLine1Txt |
| City | YORKTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47396 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,104,984 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LIFESTREAMINC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE THE RIGHT INFORMATION, RESOURCES, AND SUPPORT FOR IMPROVING QUALITY OF LIFE AND MAINTAINING INDEPENDENCE FOR OLDER ADULTS AND THOSE WITH DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 166 | TotalEmployeeCnt |
| Total Volunteers | 537 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,060,798 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,368,902 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,809,200 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,543,051 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,856 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,549 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$9,366 | PYOtherRevenueAmt |
| CY Other Revenue | $10,956 | CYOtherRevenueAmt |
| PY Total Revenue | $13,863,488 | PYTotalRevenueAmt |
| CY Total Revenue | $14,926,458 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,002,808 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,143,677 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | -$124,232 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,899,253 | PYOtherExpensesAmt |
| CY Other Expenses | $6,276,131 | CYOtherExpensesAmt |
| PY Total Expenses | $12,902,061 | PYTotalExpensesAmt |
| CY Total Expenses | $14,419,808 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $961,427 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $506,650 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,177,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,890,087 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,305,862 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,511,472 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,871,965 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,378,615 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE THE RIGHT INFORMATION, RESOURCES, AND SUPPORT FOR IMPROVING QUALITY OF LIFE AND MAINTAINING INDEPENDENCE FOR OLDER ADULTS AND THOSE WITH DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,588,144 | ExpenseAmt |
| Revenue | $684,448 | RevenueAmt |
| Desc | LIFESTREAM PROVIDES CARE MANAGEMENT SERVICES TO OVER 5,000 INDIVIDUALS ON AN ANNUAL BASIS. CARE MANAGERS WORK WITH INDIVIDUALS AND THEIR FAMILIES/SUPPORTERS TO DEVELOP A CARE PLAN THAT WILL KEEP THEM INDEPENDENT IN THEIR HOME. CARE MANAGERS WORKED WITH OVER 50 CONTRACTED PROVIDERS TO AUTHORIZE A WIDE ARRAY OF IN-HOME SERVICES AND SUPPORTS. DURING THE 2021-2022 FISCAL YEAR, LIFESTREAM PROVIDED OVER 90,000 HOURS OF CARE MANAGEMENT AND AUTHORIZED OVER 230,000 HOURS OF IN-HOME SERVICES. LIFESTREAM CURRENTLY HOLDS A THREE-YEAR ACCREDITATION FOR CASE MANAGEMENT FOR LONG-TERM SERVICES AND SUPPORTS THROUGH NCQA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,171,565 | ExpenseAmt |
| Revenue | $935,888 | RevenueAmt |
| Desc | LIFESTREAM PROVIDES HOME DELIVERED MEALS TO HOMEBOUND OLDER ADULTS AND DISABLED INDIVIDUALS. ADDITIONALLY, LIFESTREAM PROVIDES 23 MEAL SITES IN TWELVE COUNTIES WHERE OLDER ADULTS CAN CONGREGATE, SOCIALIZE AND EAT A HOT NUTRITIOUS MEAL. LIFESTREAM PROVIDED 267,471 MEALS TO 3,133 INDIVIDUALS BETWEEN JULY 1, 2021 - JUNE 30, 2022. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,352,304 | ExpenseAmt |
| Revenue | $582,808 | RevenueAmt |
| Desc | LIFESTREAM IS THE RURAL PUBLIC TRANSIT PROVIDER FOR FOUR COUNTIES IN EAST CENTRAL INDIANA AND OPERATES SENIOR TRANSPORTATION IN TWO ADDITIONAL COUNTIES. LIFESTREAM OPERATES 23 WHEELCHAIR ACCESSIBLE VEHICLES DAILY TO RIDERS RANGING FROM AGE 3 TO 97. LIFESTREAM PROVIDED OVER 38,910 TRIPS BETWEEN JULY 1, 2021 AND JUNE 30, 2022. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,749,675 | ExpenseAmt |
| Revenue | $3,339,907 | RevenueAmt |
| Desc | INFORMATION, REFERRAL AND OTHER PROGRAMS:LIFESTREAM IS THE AGING AND DISABILITY RESOURCE CENTER FOR EAST CENTRAL INDIANA. LIFESTREAM AVERAGED OVER 710 CALLS EACH MONTH. SERVICES INCLUDE MANAGING A RESOURCE DATABASE, PROVIDING TELEPHONE-BASED INFORMATION AND REFERRAL, PROVIDING OPTIONS COUNSELING ABOUT LONG TERM SERVICES AND SUPPORTS, AND OTHER SUPPORT SERVICES OF A HUMAN BEING INTEREST AGENCY. LIFESTREAM IS NATIONALLY ACCREDITED THROUGH THE ALLIANCE OF INFORMATION AND REFERRAL SYSTEMS. OTHER CLIENT SERVICES, SUCH AS CAREGIVER SUPPORT, EVIDENCE-BASED WELLNESS CLASSES, PRE-ADMISSION SCREENING AND RESIDENT REVIEW FOR NURSING HOME, ADULT GUARDIANSHIP, AND VOLUNTEER OPPORTUNITIES ARE PROVIDED BY THE ORGANIZATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $7,749,675 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,339,907 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,861,688 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 166 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARRISSA KIRKPATRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7657591121 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 PILGRIM BLVD | AddressLine1Txt |
| City | YORKTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47396 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| DR PIERRE ATCHADE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID KARNES | ||||||
| BOARD SECRETARY/TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDY CAMPBELL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD GIDEON | ||||||
| BOARD VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA SUTTLE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN LONGNAKER III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMI HUFFMAN | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REV DR ANITA D JACK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIAN MOULTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON HENDRIX | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER HAMILTON | ||||||
| PRESIDENT/CEO | 40.00 | $131,991 | $0 | $8,745 | Yes (X) | |
| ANTON MILLER | ||||||
| FORMER VICE PRESIDENT OF FINANC | 40.00 | $10,690 | $0 | $0 | Yes (X) | |
| CARRISSA KIRKPATRICK | ||||||
| VICE PRESIDENT OF FINANCE | 40.00 | $76,149 | $0 | $18,987 | Yes (X) | |
| AMANDA WILLIAMS | ||||||
| VICE PRESIDENT OF PROGRAMS | 40.00 | $89,262 | $0 | $12,217 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $308,092 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $39,949 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DELTEC INFORMATION SYSTEMS | |||||
| 201 W ONTARIO DR | MUNCIE | IN | 47303 | IT SERVICES AND SUPPORT | $261,768 |
| ADVANTAGE INVESTMENT FIRM LLC DBA MIDAS | |||||
| 1901 NORTH DR MLK JR BLVD | MUNCIE | IN | 47303 | FIANANCIAL SERVICES | $102,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $29,613 | FederatedCampaignsAmt |
| Fundraising | $100,932 | FundraisingAmt |
| Government Grants | $8,892,123 | GovernmentGrantsAmt |
| All Other Contributions | $346,234 | AllOtherContributionsAmt |
| Total Contributions | $9,368,902 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE WAIVER INCOME | 900099 | $5,414,380 | $5,414,380 |
| PROGRAM INCOME | 624100 | $128,671 | $128,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,543,051 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,549 | TotalRevenueColumnAmt |
| Exclusion | $3,549 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $83,344 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $100,932 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $178,526 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$95,182 | TotalRevenueColumnAmt |
| Exclusion | -$95,182 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $106,138 | TotalRevenueColumnAmt |
| Exclusion | $106,138 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $106,138 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,926,458 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,543,051 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,505 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,058 | TotalAmt |
| Program Services | $304,828 | ProgramServicesAmt |
| Management And General | $43,074 | ManagementAndGeneralAmt |
| Fundraising | $156 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,842,862 | TotalAmt |
| Program Services | $5,117,162 | ProgramServicesAmt |
| Management And General | $723,086 | ManagementAndGeneralAmt |
| Fundraising | $2,614 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,952,757 | TotalAmt |
| Program Services | $1,700,846 | ProgramServicesAmt |
| Management And General | $250,162 | ManagementAndGeneralAmt |
| Fundraising | $1,749 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,085 | TotalAmt |
| Management And General | $4,085 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,805 | TotalAmt |
| Management And General | $25,805 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,141,469 | TotalAmt |
| Program Services | $4,062,638 | ProgramServicesAmt |
| Management And General | $78,536 | ManagementAndGeneralAmt |
| Fundraising | $295 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,486 | TotalAmt |
| Program Services | $236,750 | ProgramServicesAmt |
| Management And General | $26,729 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,603 | TotalAmt |
| Program Services | $191,247 | ProgramServicesAmt |
| Management And General | $50,155 | ManagementAndGeneralAmt |
| Fundraising | $201 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,633 | TotalAmt |
| Program Services | $466,596 | ProgramServicesAmt |
| Management And General | $51,958 | ManagementAndGeneralAmt |
| Fundraising | $79 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,223 | TotalAmt |
| Program Services | $57,516 | ProgramServicesAmt |
| Management And General | $10,535 | ManagementAndGeneralAmt |
| Fundraising | $172 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,980 | TotalAmt |
| Program Services | $37,932 | ProgramServicesAmt |
| Management And General | $17,935 | ManagementAndGeneralAmt |
| Fundraising | $113 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,742 | TotalAmt |
| Management And General | $49,742 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,719 | TotalAmt |
| Program Services | $78,334 | ProgramServicesAmt |
| Management And General | $22,360 | ManagementAndGeneralAmt |
| Fundraising | $25 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $346,810 | $133,521 | $164,584 | $48,705 |
| SUPPLIES | $274,054 | $173,314 | $100,655 | $85 |
| VEHICLE EXPENSE | $182,364 | $182,364 | ||
| EQUIPMENT | $136,120 | $112,631 | $23,411 | $78 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$132,962 | TotalAmt |
| Program Services | $6,009 | ProgramServicesAmt |
| Management And General | $39,540 | ManagementAndGeneralAmt |
| Fundraising | -$178,511 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,419,808 | TotalAmt |
| Program Services | $12,861,688 | ProgramServicesAmt |
| Management And General | $1,682,352 | ManagementAndGeneralAmt |
| Fundraising | -$124,232 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,043,205 | BOYAmt |
| EOY | $2,075,202 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,728,424 | BOYAmt |
| EOY | $2,258,828 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,880 | BOYAmt |
| EOY | $155,736 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,857 | BOYAmt |
| EOY | $61,264 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $843,238 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $707,715 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,779 | BOYAmt |
| EOY | $135,523 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $1,500 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,182 | BOYAmt |
| EOY | $202,034 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,177,827 | BOYAmt |
| EOY | $4,890,087 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,190,680 | BOYAmt |
| EOY | $1,395,602 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,182 | BOYAmt |
| EOY | $115,870 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,862 | BOYAmt |
| EOY | $1,511,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,871,965 | BOYAmt |
| EOY | $3,337,055 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $41,560 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,871,965 | BOYAmt |
| EOY | $3,378,615 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,177,827 | BOYAmt |
| EOY | $4,890,087 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $506,650 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,336,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,279,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,077,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,060,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,368,902 | CurrentTaxYearAmt |
| Total | $44,122,552 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,336,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,279,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,077,262 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,060,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,368,902 | CurrentTaxYearAmt |
| Total | $44,122,552 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $44,122,552 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $449 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,747 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,549 | CurrentTaxYearAmt |
| Total | $8,857 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,138 | CurrentTaxYearAmt |
| Total | $333,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,465,383 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,741,951 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $843,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $707,715 | DepreciationAmt |
| Book Value | $135,523 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,523 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 457(B) PLAN PAYABLE | Desc |
| Amt | $115,870 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $115,870 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,104,984 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $178,526 | OtherRevenueAmt |
| Revenue Not Reported | $178,526 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,926,458 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,926,458 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,598,333 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $178,525 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $178,525 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,419,808 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,419,808 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE ORGANIZATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 178,526. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 178,525. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AGING WELL | Event1Nm |
| Gross Receipts Event1 | $27,880 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $27,880 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $31,331 | OtherDirectExpensesEvent1Amt |
| Event2 | ANGELWISH | Event2Nm |
| Gross Receipts Event2 | $23,787 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $23,787 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $30,939 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $132,609 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $100,932 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $31,677 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $1,651 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,382 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $1,910 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $109,313 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $184,276 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $100,932 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $83,344 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,651 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,382 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,910 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $171,583 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $178,526 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$95,182 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD RECEIVES A COPY OF THE FORM 990 FOR QUESTIONS, COMMENTS, AND REVIEW, BUT THE ORGANIZATION DOES NOT REQUIRE A BOARD QUORUM REGARDING THE 990 UPON FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD REVIEWS THE CONFLICTS OF INTEREST DISCLOSURES ANNUALLY, NOTING POTENTIAL CONFLICTS OF INTEREST OF WHICH AFFECTED BOARD MEMBERS ARE REQUIRED TO ABSTAIN FROM BOARD ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD REVIEWS EXECUTIVE DIRECTOR'S SALARY LEVEL. THE CEO REVIEWS AND APPROVES KEY EMPLOYEE PAY LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 4,062,638. MANAGEMENT AND GENERAL EXPENSES 78,536. FUNDRAISING EXPENSES 295. TOTAL EXPENSES 4,141,469. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YORKTOWN PROPERTIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 PILGIM BLVD | AddressLine1Txt |
| City | YORKTOWN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47396 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352012760 | EIN |
| Primary Activities | REAL PROPERTY HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(2) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHER PARK LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 SHELTER COVE LANE SUITE 300 | AddressLine1Txt |
| City | HILTON HEAD ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352145654 | EIN |
| Primary Activities | REAL PROPERTY HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Share Of Total Income | -$151 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $321,885 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.49000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| YORKTOWN PROPERTIES | ||
| K | $187,737 | CASH PAYMENTS |
| YORKTOWN PROPERTIES | ||
| R | $345 | CASH PAYMENTS |
Comments