2016-02-04T15:25:03-06:00 2015-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2014-07-01 351356741 LIFESTREAM SERVICES INC LIFE 7657591121 PO BOX 308 YORKTOWN IN 47396 KENNETH D ADKINS CEO 7657591121 2016-01-28 1 JOHN D MARTIN CPA P00321694 7652843384 2016-01-28 2014 2016-04-25 22:37:26Z KENNETH D ADKINS 1701 PILGRIM BLVD YORKTOWN IN 47396 7884162 0 X WWW.LIFESTREAMINC.ORG X 1975 IN SEE SCHEDULE OLIFESTREAM SERVICES, INC. IS A DESIGNATED AREA AGENCY ON AGING FOR BLACKFORD, DELAWARE, GRANT, HENRY, JAY, MADISON, AND RANDOLPH 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. 9 9 92 587 0 0 6168835 5601019 1758085 1670781 113 553084 46000 32598 7973033 7857482 0 0 0 0 3953175 3717591 0 0 26510 4084840 3739824 8038015 7457415 -64982 400067 2692762 1732968 2455535 1095674 237227 637294 X TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AT RISK OF LOSING THEIR INDEPENDENCE. 0 0 2981502 1266690 HOME SERVICE AND CARE MANAGEMENT: LIFESTREAM PROVIDES CARE MANAGEMENT SERVICES TO 5,715 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. THE CARE MANAGERS WORK WITH OVER 60 CONTRACTED PROVIDERS TO AUTHORIZE A WIDE ARRAY OF IN-HOME SERVICES AND SUPPORT. DURING THE 2014 TAX YEAR, LIFESTREAM SERVICES, INC. PROVIDED APPROXIMATELY 818,926 HOURS OF SERVICE IN THIS AREA. 1035602 159400 TRANSPORTATION: LIFESTREAM SERVICES, INC IS THE RURAL PUBLIC TRANSIT PROVIDER FOR 4 COUNTIES IN EAST CENTRAL INDIANA, AND ALSO OPERATES SENIOR TRANSPORTATION IN 2 COUNTIES. LIFESTREAM OPERATES 13 SMALL TRANSIT AND 7 HIGH-TOP, WHEELCHAIR ACCESSIBLE VEHICLES ON A DAILY BASIS TO RIDERS RANGING FROM AGE 3 TO 97. LIFESTREAM PROVIDED OVER 50,500 TRIPS DURING THE 2014 TAX YEAR. 989945 219542 NUTRITION: LIFESTREAM SERVICES, INC PROVIDES HOME DELIVERED MEALS TO OLDER ADULTS AND DISABLED HOMEBOUND INDIVIDUALS. ADDITIONALLY, LIFESTREAM PROVIDES 10 MEAL SITES IN 7 COUNTIES, WHERE OLDER ADULTS CAN CONGREGATE, SOCIALIZE, AND EAT A HOT NUTRITIOUS MEAL. LIFESTREAM SERVED NEARLY 161,800 MEALS BETWEEN THESE TWO INITIATIVES DURING THE 2014 TAX YEAR. 1099173 25149 INFORMATION, REFERRAL, AND OTHER PROGRAMS: LIFESTREAM IS THE AGING AND DISABILITY RESOURCE CENTER FOR EAST CENTRAL INDIANA. LIFESTREAM AVERAGES OVER 200 CALLS ON A MONTHLY BASIS. SERVICES INCLUDE MANAGING A DATABASE PROVIDING PHONE ACCESS INFORMATION, PROVIDING COUNSELING FOR LONG TERM CARE, AND OTHER SUPPORT SERVICES TYPICAL OF A HUMAN SERVICE INTEREST AGENCY. LIFESTREAM IS ACCREDITED THROUGH THE ALLIANCE OF INFORMATION AND REFERRAL SYSTEMS (A NATIONAL ACCREDITATION). OTHER CLIENT SERVICES, SUCH AS, CAREGIVER, PREADMISSIONS SCREENING, HOUSING, AND ADULT GUARDIANSHIP, ARE PROVIDED BY THE ORGANIZATION. 1099173 25149 6106222 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 44 0 1 92 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 IN X X ANTON W MILLER 7657591121 1701 PILGRIM BLVD YORKTOWN IN 47396 KIRK W SHAFER BOARD MEMBER 1.00 X 0 0 0 JIM LANDIS BOARD MEMBER 1.00 X 0 0 0 LEISA JULIAN BOARD CHAIR 2.00 X X 0 0 0 AMI HUFFMAN SECRETARY/TREASURER 1.00 X X 0 0 0 JOHN LONGNAKER III BOARD VICE CHAIR 1.00 X X 0 0 0 DAVID GEORGE BOARD MEMBER 1.00 X 0 0 0 DAVID SHEPHARD BOARD CHAIR 1.00 X 0 0 0 ANITA D JACK BOARD MEMBER 1.00 X 0 0 0 SHERRIE DRAKE BOARD MEMBER 1.00 X 0 0 0 KENNETH ADKINS PRESIDENT/CEO 40.00 1.00 X 137333 0 29245 ANTON MILLER VICE PRESIDENT OF FINANCE 40.00 X 88377 0 21511 225710 0 50756 1 0 1 0 BATEMAN SENIOR MEALS PO BOX 102289 ATLANTA GA 30368 HOME DELIVERED MEALS 778888 HELP AT HOME IN STATE STREET SUITE 800 CHICAGO IL 60602 HEALTH CARE SERVICES 273947 INDIVIDUAL SUPPORT SERVICE 1006 WEST MILL STREET SUITE B MIDDLETOWN IN 47356 HEALTH CARE SERVICES 260108 MANNATEC - FDR PO BOX 70097 CHARLOTTE NC 28272 FUEL CARD PROCESSING 180266 BERKLEY RISK ADMINISTRATORS COMPANY LLC 222 SOUTH NINTH STREET MINNEAPOLIS MN 55402 INSURANCE MANAGEMENT 155550 6 5345 5548483 47191 5601019 CARE MMGT AND IN-HOME 624100 1266690 1266690 NUTRITION 624100 219542 219542 TRANSPORTATION 480000 159400 159400 HOUSING 624100 18498 18498 6651 6651 1670781 304 304 559820 7040 552780 552780 552780 52238 19640 32598 32598 7857482 1670781 0 585682 X 280506 280506 2620437 2170456 434034 15947 594324 524492 67984 1848 222324 170074 50894 1356 15757 5779 9978 41148 41148 1533325 1504320 29005 158726 143611 14416 699 202962 90143 107771 5048 8410 3500 4910 187872 60772 127100 64011 59300 4643 68 1050 695 355 7716 7716 169263 121622 47641 72416 37553 34863 MEALS 918178 917724 454 VEHICLE EXPENSE 240218 234848 5370 SUPPLIES 43886 31169 12679 38 DUES AND SUBSCRIPTIONS 28303 1699 25138 1466 46583 28465 18078 40 7457415 6106222 1324683 26510 400 400 47895 103389 2024870 1233840 61252 2758 75867 74347 1287576 1058766 389554 228810 7040 1500 85884 87924 2692762 1732968 1496856 859866 42205 147884 830590 0 85884 87924 2455535 1095674 X 52748 570594 184479 66700 237227 637294 2692762 1732968 400067 0 X X 0 1 X 1 1 1 X 6662861 6529722 6700421 6168835 5601019 31662858 6662861 6529722 6700421 6168835 5601019 31662858 31662858 2049 2007 35 113 304 4508 45951 46298 46000 32598 170847 31838213 7697412 0.99450 0.99530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1287576 1058766 228810 228810 457(B) PLAN ASSETS 87924 87924 457(B) PLAN LIABILITY 87924 87924 GOLF OUTING 21355 21355 1236 2902 LEGACY EVENT 15379 15379 632 2043 400 2 15504 15504 4943 7484 52238 52238 1236 8477 2043 7884 19640 32598 X X X X X 0 0 0 0 0 0 0 0 0 KENNETH ADKINS PRESIDENT/CEO 137333 0 0 0 0 0 0 0 29245 0 166578 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE CEO THROUGH USE OF A COMPENSATION COMMITTEE WHICH UTILIZES VARIOUS MEANS TO EVALUATE LEVELS OF SALARY. THE CEO AND THE BOARD AGREE TO COMPENSATION THROUGH A WRITTEN EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE RECEIVES A COPY OF THE FORM 990 FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE CONFLICT 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 OF DIRECTOR'S FINANCE COMMITTEE REVIEWS CEO'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 PROFESSIONAL CONSULTANTS : PROGRAM SERVICE EXPENSES 2,333. MANAGEMENT AND GENERAL EXPENSES 15,057. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,390. CONTRACTED SERVICES : PROGRAM SERVICE EXPENSES 18,170. MANAGEMENT AND GENERAL EXPENSES 13,948. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,118. CLIENT SERVICES : PROGRAM SERVICE EXPENSES 1,483,817. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,483,817. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE OVERSIGHT OR SELECTION PROCESS MADE IN THE CURRENT YEAR. YORKTOWN PROPERTIES INC 1701 PILGRIM BLVD YORKTOWN IN 47396 352012760 REAL PROPERTY HOLDING COMPANY IN 501(C)(2) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 YORKTOWN PROPERTIES INC K 78000 CASH PAYMENTS