2023-05-15T10:52:11-05:00 2022-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2021-07-01 351356741 LIFESTREAM SERVICES INC LIFE 7657591121 1701 PILGRIM BLVD YORKTOWN IN 47396 JENNIFER L HAMILTON PRESIDENT/CEO 7657591121 2023-05-09 1 JENNIFER HAMILTON 999009999 SHAWN D DREIMAN CPA P00380913 3178413393 2023-05-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JENNIFER L HAMILTON 1701 PILGRIM BLVD YORKTOWN IN 47396 15104984 0 X WWW.LIFESTREAMINC.ORG X 1975 IN TO PROVIDE THE RIGHT INFORMATION, RESOURCES, AND SUPPORT FOR IMPROVING QUALITY OF LIFE AND MAINTAINING INDEPENDENCE FOR OLDER ADULTS AND THOSE WITH DISABILITIES. 10 10 166 537 0 0 9060798 9368902 4809200 5543051 2856 3549 -9366 10956 13863488 14926458 0 0 0 0 7002808 8143677 0 0 -124232 5899253 6276131 12902061 14419808 961427 506650 4177827 4890087 1305862 1511472 2871965 3378615 X TO PROVIDE THE RIGHT INFORMATION, RESOURCES, AND SUPPORT FOR IMPROVING QUALITY OF LIFE AND MAINTAINING INDEPENDENCE FOR OLDER ADULTS AND THOSE WITH DISABILITIES. 0 0 1588144 684448 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. 2171565 935888 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. 1352304 582808 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. 7749675 3339907 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. 7749675 3339907 12861688 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 43 0 1 166 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X CARRISSA KIRKPATRICK 7657591121 1701 PILGRIM BLVD YORKTOWN IN 47396 DR PIERRE ATCHADE BOARD MEMBER 1.00 X 0 0 0 DAVID KARNES BOARD SECRETARY/TREASURER 1.00 X X 0 0 0 ANDY CAMPBELL BOARD MEMBER 1.00 X 0 0 0 BRAD GIDEON BOARD VICE CHAIR 1.00 X X 0 0 0 LISA SUTTLE BOARD MEMBER 1.00 X 0 0 0 JOHN LONGNAKER III BOARD MEMBER 1.00 X 0 0 0 AMI HUFFMAN BOARD CHAIR 2.00 X X 0 0 0 REV DR ANITA D JACK BOARD MEMBER 1.00 X 0 0 0 ADRIAN MOULTON BOARD MEMBER 1.00 X 0 0 0 JON HENDRIX BOARD MEMBER 1.00 X 0 0 0 JENNIFER HAMILTON PRESIDENT/CEO 40.00 X 131991 0 8745 ANTON MILLER FORMER VICE PRESIDENT OF FINANC 40.00 X 10690 0 0 CARRISSA KIRKPATRICK VICE PRESIDENT OF FINANCE 40.00 X 76149 0 18987 AMANDA WILLIAMS VICE PRESIDENT OF PROGRAMS 40.00 X 89262 0 12217 308092 0 39949 1 0 0 0 DELTEC INFORMATION SYSTEMS 201 W ONTARIO DR MUNCIE IN 47303 IT SERVICES AND SUPPORT 261768 ADVANTAGE INVESTMENT FIRM LLC DBA MIDAS 1901 NORTH DR MLK JR BLVD MUNCIE IN 47303 FIANANCIAL SERVICES 102834 2 29613 100932 8892123 346234 9368902 MEDICARE WAIVER INCOME 900099 5414380 5414380 PROGRAM INCOME 624100 128671 128671 5543051 3549 3549 83344 100932 178526 -95182 -95182 OTHER INCOME 900099 106138 106138 106138 14926458 5543051 0 14505 X 348058 304828 43074 156 5842862 5117162 723086 2614 1952757 1700846 250162 1749 4085 4085 25805 25805 4141469 4062638 78536 295 263486 236750 26729 7 241603 191247 50155 201 518633 466596 51958 79 68223 57516 10535 172 55980 37932 17935 113 49742 49742 100719 78334 22360 25 MISCELLANEOUS 346810 133521 164584 48705 SUPPLIES 274054 173314 100655 85 VEHICLE EXPENSE 182364 182364 EQUIPMENT 136120 112631 23411 78 -132962 6009 39540 -178511 14419808 12861688 1682352 -124232 2043205 2075202 1728424 2258828 133880 155736 58857 61264 843238 707715 96779 135523 1500 1500 115182 202034 4177827 4890087 1190680 1395602 115182 115870 1305862 1511472 X 2871965 3337055 41560 2871965 3378615 4177827 4890087 506650 0 X 0 1 X 1 1 1 X 8336522 8279067 9077262 9060799 9368902 44122552 8336522 8279067 9077262 9060799 9368902 44122552 44122552 256 449 1747 2856 3549 8857 56038 12793 89196 69809 106138 333974 44465383 21741951 0.99230 0.99320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 843238 707715 135523 135523 457(B) PLAN PAYABLE 115870 115870 X 15104984 178526 178526 14926458 0 14926458 14598333 178525 178525 14419808 0 14419808 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. AGING WELL 27880 27880 31331 ANGELWISH 23787 23787 30939 7 132609 100932 31677 1651 3382 1910 109313 184276 100932 83344 1651 3382 1910 171583 178526 -95182 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. YORKTOWN PROPERTIES INC 1701 PILGIM BLVD YORKTOWN IN 47396 352012760 REAL PROPERTY HOLDING COMPANY IN 501(C)(2) N/A 0 HEATHER PARK LLC 19 SHELTER COVE LANE SUITE 300 HILTON HEAD ISLAND SC 29928 352145654 REAL PROPERTY HOLDING COMPANY SC -151 321885 0 1 0.49000 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 YORKTOWN PROPERTIES K 187737 CASH PAYMENTS YORKTOWN PROPERTIES R 345 CASH PAYMENTS