2022-05-16T13:19:13-05:00 2021-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2020-07-01 351356741 LIFESTREAM SERVICES INC LIFE 7657591121 1701 PILGRIM BLVD YORKTOWN IN 47396 JENNIFER L HAMILTON PRESIDENT/CEO 7657591121 2022-05-12 1 JENNIFER HAMILTON 999009999 SHAWN D DREIMAN CPA P00380913 3178413393 2022-05-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JENNIFER L HAMILTON 1701 PILGRIM BLVD YORKTOWN IN 47396 13997665 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 10 141 507 0 0 9077262 9060798 4151647 4809200 1747 2856 73919 -9366 13304575 13863488 0 0 0 0 6698450 7002808 0 0 -84549 6296245 5899253 12994695 12902061 309880 961427 3327828 4177827 1417290 1305862 1910538 2871965 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 2016943 838785 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. DUE TO THE COVID-19 PANDEMIC, IT WAS NOT SAFE TO MEET WITH CLIENTS INDOORS, SO WE ADAPTED WITH PHONE CHECK-INS. CARE MANAGERS WORKED WITH OVER 40 CONTRACTED PROVIDERS TO AUTHORIZE A WIDE ARRAY OF IN-HOME SERVICES AND SUPPORTS. DURING THE 2020-2021 FISCAL YEAR, LIFESTREAM PROVIDED OVER 111,000 HOURS OF CARE MANAGEMENT AND AUTHORIZED OVER 79,000 HOURS OF IN-HOME SERVICES. LIFESTREAM CURRENTLY HOLDS A THREE-YEAR ACCREDITATION FOR CASE MANAGEMENT FOR LONG-TERM SERVICES AND SUPPORTS THROUGH NCQA. 2253249 937057 LIFESTREAM PROVIDES HOME DELIVERED MEALS TO HOMEBOUND OLDER ADULTS AND DISABLED INDIVIDUALS. ADDITIONALLY, LIFESTREAM PROVIDES MEAL SITES IN TWELVE COUNTIES WHERE OLDER ADULTS CAN CONGREGATE, SOCIALIZE AND EAT A HOT NUTRITIOUS MEAL. WHEN WE COULD NO LONGER SAFELY HOST CONGREGATE MEALS, WE ADAPTED TO CURBSIDE PICK-UP. DUE TO THE COVID-19 PANDEMIC, WE SAW A 3X INCREASE IN THE NEED FOR FOOD. IN RESPONSE TO THIS INCREASED NEED, LIFESTREAM PARTNERED WITH VARIOUS ORGANIZATIONS TO EXPAND CURBSIDE DISTRIBUTIONS AND PROGRAMS TO PROVIDE EXTRA FOOD FOR HOMEBOUND INDIVIDUALS. LIFESTREAM PROVIDED 299,157 MEALS TO 2,785 INDIVIDUALS BETWEEN JULY 1, 2020 - JUNE 30, 2021. 1030732 428650 LIFESTREAM IS THE RURAL PUBLIC TRANSIT PROVIDER FOR FOUR COUNTIES IN EAST CENTRAL INDIANA AND OPERATES SENIOR TRANSPORTATION IN 2 ADDITIONAL COUNTIES. LIFESTREAM OPERATES 21 WHEELCHAIR ACCESSIBLE VEHICLES DAILY TO RIDERS RANGING FROM AGE 3 TO 97. AS STAY-AT-HOME ORDERS ROLLED OUT AROUND THE WORLD, LIFESTREAM CONTINUED TRANSPORTATION TRIPS FOR INDIVIDUALS WHO NEEDED TO GO TO THE DOCTOR, GROCERY STORE, OR TAKE OTHER VITAL TRIPS. LIFESTREAM WAS ABLE TO KEEP RIDERS SAFE WITH MASK REQUIREMENTS AND ENHANCED SANITATION PRACTICES. LIFESTREAM PROVIDED OVER 32,977 TRIPS BETWEEN JULY 1, 2020 AND JUNE 30, 2021. 6263284 2604708 OTHER PROGRAMS 6263284 2604708 11564208 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 49 0 1 141 1 0 0 0 0 0 1 1 0 0 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 ANTON W MILLER 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 BETTIE CALDWELL BOARD MEMBER 1.00 X 0 0 0 BRAD GIDEON BOARD MEMBER 1.00 X 0 0 0 LISA SUTTLE BOARD MEMBER 1.00 X 0 0 0 JOHN LONGNAKER III BOARD VICE CHAIR 1.00 X 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 DEBBIE PIERSON BOARD MEMBER 1.00 X 0 0 0 JENNIFER HAMILTON PRESIDENT/CEO 40.00 X 116525 0 3274 ANTON MILLER VICE PRESIDENT OF FINANC 40.00 X 89573 0 1201 206098 0 4475 1 0 0 0 DELTEC INFORMATION SYSTEMS 201 W ONTARIO DR MUNCIE IN 47303 IT SERVICES AND SUPPORT 224881 REMEDY HOME HEALTHCARE LLC 813 MAIN STREET SUITE A BROOKVILLE IN 47012 HOMECARE SERVICES 109224 2 29613 62029 8768397 200759 9060798 MEDICARE WAIVER INCOME 900099 4719735 4719735 PROGRAM INCOME 624100 89465 89465 4809200 2856 2856 55002 62029 134177 -79175 -79175 OTHER INCOME 900099 69809 69809 69809 13863488 4809200 0 -6510 X 210572 181944 28572 56 5084994 4393657 689973 1364 1707242 1480375 225424 1443 12478 12478 26383 26383 4439344 4387007 52247 90 202355 138457 62499 1399 222398 176038 45667 693 382108 306561 75509 38 21902 19832 2012 58 44858 32358 12478 22 44846 44846 80604 60125 20467 12 SUPPLIES 122628 100434 22150 44 MISCELLANEOUS 117231 72495 35941 8795 VEHICLE EXPENSE 114371 114371 EQUIPMENT 101802 91545 10253 4 -34055 9009 55503 -98567 12902061 11564208 1422402 -84549 695561 2043205 1719770 1728424 629484 133880 52493 58857 893625 796846 101741 96779 1500 1500 127279 115182 3327828 4177827 1286079 1190680 3932 127279 115182 1417290 1305862 X 1910538 2871965 1910538 2871965 3327828 4177827 961427 0 X 0 1 X 1 1 1 X 5957248 8336522 8279067 9077262 9060799 40710898 5957248 8336522 8279067 9077262 9060799 40710898 40710898 1644 256 449 1747 2856 6952 43254 56038 12793 89196 69809 271090 40988940 17995240 0.99320 0.99420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 893625 796846 96779 96779 457(B) PLAN PAYABLE 115182 115182 X 13997666 134177 134177 13863489 0 13863489 13036238 134177 134177 12902061 0 12902061 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 134,177. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 134,177. ANGELWISH 30450 30450 23093 GOLF OUTING 21075 21075 1067 4041 1353 2308 7 65506 62029 3477 102315 117031 62029 55002 1067 4041 1353 127716 134177 -79175 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 4,387,007. MANAGEMENT AND GENERAL EXPENSES 52,247. FUNDRAISING EXPENSES 90. TOTAL EXPENSES 4,439,344. YORKTOWN PROPERTIES INC 1701 PILGIM BLVD YORKTOWN IN 47396 352012760 REAL PROPERTY HOLDING COMPANY IN 501(C)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 YORKTOWN PROPERTIES K 76800 CASH PAYMENTS YORKTOWN PROPERTIES R 100 CASH PAYMENTS