2013-01-29T18:00:24-06:00 2012-06-30 350905017 WHITINGER & COMPANY LLC 1100 W WHITE RIVER BLVD MUNCIE IN 473033776 990 2011-07-01 351356741 LIFESTREAM SERVICES INC LIFE 7657591121 PO BOX 308 YORKTOWN IN 47396 KENNETH D ADKINS 7657591121 2013-01-17 1 JOHN D MARTIN CPA P00321694 7652843384 2013-01-17 2011 2016-02-25 16:41:14Z KENNETH D ADKINS 1701 PILGRIM BLVD YORKTOWN IN 47396 7977141 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 7 142 202 0 0 6662861 6517790 1388409 1445412 2049 2007 45951 3142 8099270 7968351 0 0 0 0 3712877 3856640 0 0 205430 4222318 4360210 7935195 8216850 164075 -248499 3472770 2235818 2684030 1695577 788740 540241 X TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE AT RISK OF LOSING THEIR INDEPENDENCE. 0 0 3113439 688680 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 70 CONTRACTED PROVIDERS TO AUTHORIZE A WIDE ARRAY OF IN-HOME SERVICES AND SUPPORT. DURING THE 2011 TAX YEAR, LIFESTREAM SERVICES, INC. PROVIDED APPROXIMATELY 55,000 HOURS OF SERVICE IN THIS AREA. 1470829 290692 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 OVER 177,000 MEALS BETWEEN THESE TWO INITIATIVES DURING THE 2011 TAX YEAR. 1636837 257376 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 2011 TAX YEAR. 151073 0 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 COUNSELLING 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. 144067 208664 THE ORGANIZATION PROVIDES OTHER CLIENT SERVICES SUCH AS CAREGIVER, PREADMISSIONS SCREENING, SENIOR WORKS, HOUSING, AND ADULT GUARDIANSHIP. 295140 208664 6516245 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 0 1 0 1 39 0 1 142 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 BETTIE CALDWELL CPA 7657591121 1701 PILGRIM BLVD YORKTOWN IN 47396 KIRK W SHAFER 1.00 X 0 0 0 J ANDREW DALE 3.00 X 0 0 0 LEISA JULIAN 2.00 X X 0 0 0 MARCIA FREEMAN 2.00 X X 0 0 0 DOUGLAS L INMAN 1.00 X 0 0 0 JOHN LONGNAKER III 1.00 X X 0 0 0 SHERRY PEAK-DAVIS 1.00 X 0 0 0 KENNETH ADKINS 40.00 X 127841 0 0 BETTIE CALDWELL 40.00 X 62846 0 0 190687 0 0 1 0 0 0 INDIVIDUAL SUPPORT SERVICES SKILLED CARE 7665 NORTH RAIDER ROAD MIDDLETOWN IN 47356 HEALTH CARE SERVICES 376345 HELP AT HOME INC 1 NORTH STATE STREET CHICAGO IL 60602 HEALTH CARE SERVICES 341868 FAITHFUL FRIENDS HOME HEALTHCARE INC 326 EAST MAIN STREET GAS CITY IN 46933 HEALTH CARE SERVICES 125841 DAYBREAK & VISITING NURSE CARE LLC 1304 MAIN STREET ANDERSON IN 46016 HEALTH CARE SERVICES 109351 4 44471 30580 6329775 112964 6517790 CARE MMGT AND IN-HOME 624100 688680 688680 NUTRITION 624100 290692 290692 TRANSPORTATION 480000 257376 257376 HOUSING 624100 169494 169494 39170 39170 1445412 2007 2007 11932 30580 8790 3142 3142 7968351 1445412 0 5149 129433 129433 2910159 2148636 637714 123809 546026 382338 140420 23268 271022 199230 61414 10378 7572 825 6597 150 48940 48940 1709178 1641215 61093 6870 68957 56205 5183 7569 311565 166947 127863 16755 54475 22450 30418 1607 171690 79037 92608 45 106423 97496 8467 460 12631 9738 2893 28336 28336 205174 183512 21662 112702 80164 32538 MEALS 891411 891107 304 VEHICLE EXPENSE 509076 505151 3925 DUES AND SUBSCRIPTIONS 32715 7900 23498 1317 SUPPLIES 29375 13904 14551 920 59990 30390 17318 12282 8216850 6516245 1495175 205430 400 400 214668 44787 2096544 1430129 255330 31080 6000 20229 119867 71348 1096568 511458 772921 585110 7040 7040 0 45695 3472770 2235818 1835615 1228609 76694 34234 771721 387039 0 45695 2684030 1695577 X 83195 7250 705545 532991 788740 540241 3472770 2235818 -248499 0 X X 0 1 1 X 1 1 X 6780859 7280762 7525144 6662861 6529722 34779348 6780859 7280762 7525144 6662861 6529722 34779348 34779348 5155 2487 2101 2049 2007 13799 18722 45951 64673 34857820 7533293 0.99770 0.99750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1096568 511458 585110 0 585110 457(B) PLAN LIABILITY 45695 45695 GOLF OUTING 30580 30580 2976 1500 2647 AGING WELL 11932 11932 1667 0 42512 30580 11932 2976 1500 4314 8790 3142 ANDREW DALE BOARD MEMBER 15900 ANDREW DALE, A BOARD MEMBER, LEASES TWO STORAGE SPACES IN THE TRANSPORTATION GARAGE. 0 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. THE GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE SECRETARY OF STATE'S WEBSITE. 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 1 0 0 0 0 0 0 0 0 YORKTOWN PROPERTIES INC J 64388 CASH PAYMENTS