2014-02-14T16:11:11-06:00 2013-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2012-07-01 351356741 LIFESTREAM SERVICES INC LIFE 7657591121 PO BOX 308 YORKTOWN IN 47396 KENNETH D ADKINS 7657591121 2014-02-04 1 JOHN D MARTIN CPA P00321694 7652843384 2014-02-04 2012 2015-11-30 17:44:51Z KENNETH D ADKINS 1701 PILGRIM BLVD YORKTOWN IN 47396 8183789 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. 7 7 125 313 0 0 6517790 6700421 1445412 1434725 2007 35 3142 43298 7968351 8178479 0 0 0 0 3856640 4020127 0 0 195327 4360210 4396385 8216850 8416512 -248499 -238033 2235818 1875832 1695577 1573624 540241 302208 X TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AT RISK OF LOSING THEIR INDEPENDENCE. 0 1 3732606 699294 HOME SERVICE AND CARE MANAGEMENT: LIFESTREAM PROVIDES CARE MANAGEMENT SERVICES TO OVER 6,500 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 2012 TAX YEAR, LIFESTREAM SERVICES, INC. PROVIDED APPROXIMATELY 55,000 HOURS OF SERVICE IN THIS AREA. 1188038 297626 NUTRITION: LIFESTREAM SERVICES, INC PROVIDES HOT MEALS DELIVERED DAILY TO OLDER ADULTS AND DISABLED HOMEBOUND INDIVIDUALS. ADDITIONALLY, LIFESTREAM PROVIDES 13 MEAL SITES IN 7 COUNTIES, WHERE OLDER ADULTS CAN CONGREGATE, SOCIALIZE, AND EAT A HOT NUTRITIOUS MEAL. LIFESTREAM SERVED NEARLY 177,000 MEALS BETWEEN THESE TWO INITIATIVES DURING THE 2012 TAX YEAR. 1540407 240763 TRANSPORTATION: LIFESTREAM SERVICES, INC IS THE RURAL PUBLIC TRANSIT PROVIDER FOR 7 COUNTIES IN EAST CENTRAL INDIANA. LIFESTREAM OPERATES 24 HIGH-TOP, WHEELCHAIR ACCESSIBLE VEHICLES ON A DAILY BASIS TO RIDERS RANGING FROM AGE 6 TO 98. LIFESTREAM PROVIDED OVER 87,000 TRIPS DURING THE 2012 TAX YEAR. 121600 INFORMATION AND REFERRAL: LIFESTREAM IS THE 2-1-1 INFORMATION AND REFERRAL PROVIDER FOR EAST CENTRAL INDIANA. LIFESTREAM AVERAGES OVER 1,600 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 RECENTLY ACHIEVED ACCREDITATION THROUGH THE ALLIANCE OF INFORMATION AND REFERRAL SYSTEMS (A NATIONAL ACCREDITATION). WITH THIS ACCREDITATION, ONE BEST-PRACTICE MODEL WAS IDENTIFIED. 179451 197042 THE ORGANIZATION PROVIDES OTHER CLIENT SERVICES SUCH AS CAREGIVER, PREADMISSIONS SCREENING, HOUSING, AND ADULT GUARDIANSHIP. 301051 197042 6762102 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 1 0 0 0 0 0 0 0 1 0 1 0 1 43 0 1 125 1 0 0 0 0 0 0 0 0 0 0 X 7 7 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 1.00 X 0 0 0 J ANDREW DALE 1.00 X X 0 0 0 LEISA JULIAN 2.00 X X 0 0 0 AMI HUFFMAN 1.00 X 0 0 0 DOUGLAS L INMAN 1.00 X 0 0 0 JOHN LONGNAKER III 1.00 X X 0 0 0 LOIS ROCKHILL 1.00 X 0 0 0 KENNETH ADKINS 40.00 X 131014 0 0 BETTIE CALDWELL 40.00 X 88008 0 0 219022 0 0 1 0 0 0 INDIVIDUAL SUPPORT SERVICES SKILLED CARE 7665 NORTH RAIDER ROAD MIDDLETOWN IN 47356 HEALTH CARE SERVICES 421328 HELP AT HOME INC 1 NORTH STATE STREET CHICAGO IL 60602 HEALTH CARE SERVICES 322209 FAITHFUL FRIENDS HOME HEALTHCARE INC 326 EAST MAIN STREET GAS CITY IN 46933 HEALTH CARE SERVICES 122114 DAYBREAK & VISITING NURSE CARE LLC 1304 MAIN STREET ANDERSON IN 46016 HEALTH CARE SERVICES 121123 ABOVE AND BEYOND HOMECARE INC 1320 EAST 53RD STREET ANDERSON IN 46013 HEALTH CARE SERVICES 108821 5 27077 6567505 105839 6700421 CARE MMGT AND IN-HOME 624100 699294 699294 NUTRITION 624100 297626 297626 TRANSPORTATION 480000 240763 240763 HOUSING 624100 165063 165063 31979 31979 1434725 35 35 48608 5310 43298 43298 8178479 1434725 0 43333 X 134797 134797 3054148 2333294 609480 111374 565103 398132 137276 29695 266079 199758 57373 8948 5806 1353 4203 250 46615 46475 140 2096703 2000015 83248 13440 61243 50885 6621 3737 210342 94334 108694 7314 14688 14484 204 192484 75035 117449 109642 96369 11715 1558 392 392 16169 13055 3114 13698 13698 205078 183668 21410 93448 62570 30878 MEALS 691806 690975 777 54 VEHICLE EXPENSE 485549 482493 3056 SUPPLIES 39316 19443 17435 2438 DUES AND SUBSCRIPTIONS 33611 5252 25068 3291 79795 40987 26112 12696 8416512 6762102 1459083 195327 400 400 44787 47501 1430129 1160525 31080 82767 20229 16958 71348 91372 1115143 716536 585110 398607 7040 7040 45695 70662 2235818 1875832 1228609 848729 34234 38788 387039 615445 45695 70662 1695577 1573624 X 7250 -56493 532991 358701 540241 302208 2235818 1875832 -238033 0 X X 0 1 X 1 1 1 X 7280762 7525144 6662861 6529722 6700421 34698910 7280762 7525144 6662861 6529722 6700421 34698910 34698910 2487 2101 2049 2007 35 8679 18722 45951 43298 107971 34815560 7394091 0.99660 0.99770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1115143 716536 398607 398607 457(B) PLAN LIABILITY 70662 70662 GOLF OUTING 31325 31325 3243 21 1296 AGING WELL 17283 17283 750 0 48608 48608 3993 21 1296 5310 43298 ANDREW DALE BOARD MEMBER 3899 ANDREW DALE, A BOARD MEMBER, LEASES TWO STORAGE SPACES IN THE TRANSPORTATION GARAGE. 0 CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 RURAL PUBLIC MASS TRANSPORTATION IN GRANT COUNTY, INDIANA WAS SUSPENDED IN OCTOBER 2012. 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. OTHER FEES FORM 990, PART IX, LINE 11G PROFESSIONAL CONSULTANTS : PROGRAM SERVICE EXPENSES 19,501. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,501. CONTRACTED SERVICES : PROGRAM SERVICE EXPENSES 200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200. CLIENT SERVICES : PROGRAM SERVICE EXPENSES 1,980,314. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,980,314. PROFESSIONAL CONSULTANTS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 69,952. FUNDRAISING EXPENSES 13,440. TOTAL EXPENSES 83,392. CONTRACTED SERVICES-GENERAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,178. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,178. ADVOCACY EXPENSES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 118. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118. FORM 990, PAGE 12, PART XII, LINE 2C NO CHANGES MADE IN 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 87000 CASH PAYMENTS