2015-03-05T17:13:29-06:00 2014-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2013-07-01 351356741 LIFESTREAM SERVICES INC LIFE 7657591121 PO BOX 308 YORKTOWN IN 47396 KENNETH D ADKINS CEO 7657591121 2015-02-24 1 JOHN D MARTIN CPA P00321694 7652843384 2015-02-24 2013 2016-02-25 16:41:14Z KENNETH D ADKINS 1701 PILGRIM BLVD YORKTOWN IN 47396 7979387 0 X WWW.LIFESTREAMINC.ORG X 1975 IN LIFESTREAM 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. 6 6 132 407 0 0 6700421 6168835 1434725 1758085 35 113 43298 46000 8178479 7973033 0 0 0 0 4020127 3953175 0 0 196555 4396385 4084840 8416512 8038015 -238033 -64982 1875832 2692762 1573624 2455535 302208 237227 X TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AT RISK OF LOSING THEIR INDEPENDENCE. 0 0 3100446 1261223 HOME SERVICE AND CARE MANAGEMENT: LIFESTREAM PROVIDES CARE MANAGEMENT SERVICES TO 6,400 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 2013 TAX YEAR, LIFESTREAM SERVICES, INC. PROVIDED APPROXIMATELY 313,000 HOURS OF SERVICE IN THIS AREA. 970678 223148 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 117,000 MEALS BETWEEN THESE TWO INITIATIVES DURING THE 2013 TAX YEAR. 1154032 190819 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 55,400 TRIPS DURING THE 2013 TAX YEAR. 1485614 82895 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. 1485614 82895 6710770 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 30 0 1 132 1 0 0 0 0 0 0 0 0 0 0 X 6 6 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 KIRK W SHAFER BOARD MEMBER 1.00 X 0 0 0 J ANDREW DALE BOARD VICE CHAIR 1.00 X X 0 0 0 LEISA JULIAN BOARD CHAIR 2.00 X X 0 0 0 AMI HUFFMAN BOARD MEMBER 1.00 X 0 0 0 JOHN LONGNAKER III SECRETARY/TREASURER 1.00 X X 0 0 0 LOIS ROCKHILL BOARD MEMBER 1.00 X 0 0 0 KENNETH ADKINS PRESIDENT/CEO 40.00 X 133850 0 0 ANTON MILLER VICE PRESDIENT OF FINANCE 40.00 X 40065 0 0 173915 0 0 1 0 0 0 BATEMAN SENIOR MEALS PO BOX 102289 ATLANTA GA 30368 HOME DELIVERED MEALS 732443 ANTHEM BCBS IN GROUP PO BOX 105113 ATLANTA GA 30348 INSURANCE COVERAGE 478269 MANNATEC - FDR PO BOX 70097 CHARLOTTE NC 28272 FUEL CARD PROCESSING 287420 INDIVIDUAL SUPPORT SERVICE 1006 WEST MILL STREET SUITE B MIDDLETOWN IN 47356 HEALTH CARE SERVICES 244256 HELP AT HOME IN STATE STREET SUITE 800 CHICAGO IL 60602 HEALTH CARE SERVICES 223611 7 13061 6054437 101337 6168835 CARE MMGT AND IN-HOME 624100 1261223 1261223 NUTRITION 624100 223148 223148 TRANSPORTATION 480000 190819 190819 HOUSING 624100 77391 77391 5504 5504 1758085 113 113 52354 6354 46000 46000 7973033 1758085 0 46113 X 135353 135353 2896458 2394807 383498 118153 684955 586457 87653 10845 236409 189660 37547 9202 10088 3150 6938 42385 42385 1718589 1672930 31636 14023 177899 162770 1340 13789 297523 172404 106325 18794 34677 19818 14859 174947 56189 118758 65615 60968 3516 1131 1960 1510 450 26140 26140 207540 179023 28517 84170 38429 45741 MEALS 785869 784937 920 12 VEHICLE EXPENSE 291303 283698 7605 DUES AND SUBSCRIPTIONS 50101 16511 29132 4458 SUPPLIES 47991 34277 12732 982 68043 53232 9645 5166 8038015 6710770 1130690 196555 400 400 47501 47895 1160525 2024870 82767 61252 16958 0 91372 75867 1313630 924076 398607 389554 7040 7040 70662 85884 1875832 2692762 848729 1496856 38788 42205 615445 830590 70662 85884 1573624 2455535 X -56493 52748 358701 184479 302208 237227 1875832 2692762 X -64982 1 X X 0 1 X 1 1 1 X 7525144 6662861 6529722 6700421 6168835 33586983 7525144 6662861 6529722 6700421 6168835 33586983 33586983 2101 2049 2007 35 113 6305 18722 45951 43298 46000 153971 33747259 7555531 0.99530 0.99660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1313630 924076 389554 389554 457(B) PLAN LIABILITY 85884 85884 GOLF OUTING 29139 29139 900 2902 96 LEGACY EVENT 13463 13463 592 1614 250 1 9752 9752 52354 52354 900 3494 1614 250 96 6354 46000 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD 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 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 PROFESSIONAL CONSULTANTS : PROGRAM SERVICE EXPENSES 22,315. MANAGEMENT AND GENERAL EXPENSES 16,197. FUNDRAISING EXPENSES 13,988. TOTAL EXPENSES 52,500. CONTRACTED SERVICES : PROGRAM SERVICE EXPENSES 7,013. MANAGEMENT AND GENERAL EXPENSES 15,439. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,452. CLIENT SERVICES : PROGRAM SERVICE EXPENSES 1,643,602. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,643,602. ADVOCACY EXPENSES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 35. TOTAL EXPENSES 35. FORM 990, PART XI, LINE 9: ROUNDING ADJUSTMENT 1. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES 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 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 YORKTOWN PROPERTIES INC K 78000 CASH PAYMENTS YORKTOWN PROPERTIES INC C 50000 CASH CONTRIBUTION