2021-01-12T08:59:21-06:00 2020-06-30 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2019-07-01 351356741 LIFESTREAM SERVICES INC LIFE 7657591121 1701 PILGRIM BLVD YORKTOWN IN 47396 JENNIFER L HAMILTON PRESIDENT/CEO 7657591121 2021-01-12 1 SHAWN D DREIMAN CPA P00380913 3178413393 2020-12-28 2019 2022-09-23 18:48:47Z JENNIFER L HAMILTON 1701 PILGRIM BLVD YORKTOWN IN 47396 13437422 0 X WWW.LIFESTREAMINC.ORG X 1975 IN LIFESTREAM SERVICES, INC. IS A DESIGNATED AREA AGENCY ON AGING FOR BLACKFORD, DELAWARE, FAYETTE, FRANKLIN, GRANT, HENRY, JAY, MADISON, RANDOLPH, RUSH, UNION, AND WAYNE COUNTIES IN THE STATE OF INDIANA. THE AGENCY'S PRIMARY PURPOSE IS TO PLAN, DEVELOP, COORDINATE AND PROVIDE SERVICES, WHICH ENABLE PERSONS AGE 60+ AND DISABLED OF ANY AGE TO REMAIN INDEPENDENT. OTHER SERVICES ARE PROVIDED TO LOW OR MODERATE INCOME PERSONS AS APPROPRIATE. 10 10 139 766 0 0 8279067 9077262 4484537 4151647 449 1747 12793 73919 12776846 13304575 0 0 0 0 6084549 6698450 0 0 19115 5941575 6296245 12026124 12994695 750722 309880 3294883 3327828 1276123 1417290 2018760 1910538 X TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AT RISK OF LOSING THEIR INDEPENDENCE. 0 0 2429302 869869 IN-HOME SERVICES AND CARE MANAGEMENT: LIFESTREAM PROVIDES CARE MANAGEMENT SERVICES TO OVER 5,000 INDIVIDUALS ON AN ANNUAL BASIS. CARE MANAGERS WORK WITH INDIVIDUALS AND THEIR FAMILES/SUPPORTERS TO DEVELOP A CARE PLAN THAT WILL KEEP THEM INDEPENDENT IN THEIR HOME. CARE MANAGERS WORK WITH OVER 65 CONTRACTED PROVIDERS TO AUTHORIZE A WIDE ARRAY OF IN-HOME SERVICES AND SUPPORTS. DURING THE 2019-2020 FISCAL YEAR, LIFESTREAM SERVICES, INC. PROVIDED OVER 111,000 HOURS OF CARE MANAGEMENT, AND AUTHORIZED NEARLY 1.2 MILLION HOURS OF IN-HOME SERVICES. 2019913 723278 NURTRITION: LIFESTREAM SERVICES, INC. PROVIDES HOME DELIVERED MEALS TO HOMEBOUND OLDER ADULTS AND DISABLED INDIVIDUALS. ADDITIONALLY, LIFESTREAM PROVIDES 19 MEAL SITES IN TWELVE COUNTIES WHERE OLDER ADULTS CAN CONGREGATE, SOCIALIZE AND EAT A HOT NUTRITIOUS MEAL. LIFESTREAM PROVIDED 553,686 MEALS BETWEEN THESE TWO INITIATIVES DURING THE 2019-2020 FISCAL YEAR. 1153287 412962 TRANSPORTATION: LIFESTREAM SERVICES, INC. IS THE RURAL PUBLIC TRANSIT PROVIDER FOR 4 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. LIFESTREAM PROVIDED OVER 47,406 TRIPS DURING THE 2019-2020 FISCAL YEAR. 5991892 2145538 OTHER PROGRAM SERVICES:INFORMATION, REFERRAL AND OTHER PROGRAMS: LIFESTREAM, IS THE AGING AND DISABILITY RESOURCE CENTER FOR EAST CENTRAL INDIANA. LIFESTREAM AVERAGES OVER 310 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 WEAKNESS CLASSES, PRE-ADMISSION SCREENING AND RESIDENT REVIEW FOR NURSING HOME, ADULT GUARDIANSHIP, AND VOLUNTEER OPPORTUNITES ARE PROVIDED BY THE ORGANIZATION. 5991892 2145538 11594394 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 38 0 1 139 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 AMI HUFFMAN BOARD VICE CHAIR 1.00 X X 0 0 0 JOHN LONGNAKER III 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 111933 0 7197 ANTON MILLER VICE PRESIDENT OF FINANC 40.00 X 95735 0 5052 207668 0 12249 1 0 0 0 DELTEC INFORMATION SYSTEMS 201 W ONTARIO DR MUNCIE IN 47303 IT SERVICES AND SUPPORT 103599 1 29613 5273 8718243 324133 6506 9077262 MEDICARE WAIVER INCOME 900099 3974042 3974042 PROGRAM INCOME 624100 177605 177605 4151647 1747 1747 117570 5273 132847 -15277 -15277 OTHER INCOME 900099 89196 89196 89196 13304575 4151647 0 75666 X 219917 187839 31893 185 4901376 4186436 710814 4126 1577157 1363411 212557 1189 4927 4927 37548 37548 4735358 4657621 77531 206 211275 192991 16710 1574 209472 167927 40937 608 417013 334469 82225 319 98456 89941 8346 169 34305 21625 12661 19 43808 43808 55006 36989 18013 4 SUPPLIES 135578 111789 23708 81 VEHICLE EXPENSE 128234 128234 EQUIPMENT 60978 54553 6416 9 DUES AND MEMBERSHIP 49050 10943 38106 1 75237 49626 14986 10625 12994695 11594394 1381186 19115 400 695561 301288 2313469 1719770 26082 629484 63410 52493 853741 752000 486381 101741 1500 1500 102353 127279 3294883 3327828 1137539 1286079 36231 3932 102353 127279 1276123 1417290 X 2018760 1910538 0 2018760 1910538 3294883 3327828 309880 -418102 0 X 0 1 X 1 1 1 X 6111409 5957248 8336522 8279067 9077262 37761508 6111409 5957248 8336522 8279067 9077262 37761508 37761508 902 1644 256 449 1747 4998 14552 43254 56038 12793 89196 215833 37982339 15180099 0.99420 0.99530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 853741 752000 101741 101741 457(B) PLAN PAYABLE 127279 127279 X 13323265 18690 18690 13304575 0 13304575 13013385 18690 18690 12994695 0 12994695 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 18,690. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 18,690. FALL FESTIVAL 11365 11365 6664 SAPPHIRE SOCIAL 11914 5273 6641 5622 7 99564 99564 120561 122843 5273 117570 132847 132847 -15277 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 4,657,621. MANAGEMENT AND GENERAL EXPENSES 77,531. FUNDRAISING EXPENSES 206. TOTAL EXPENSES 4,735,358. 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 14309 CASH PAYMENTS