Lifestream Services INC

Tax-deductible

Yorktown, IN501(c)(3)Since 1975Human ServicesEIN 35-1356741

Provide the right information, resources, and support for improving quality of life and maintaining independence for older adults, those with disabilities, and caregivers.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
Run by 661 volunteers and 182 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $724K a year · 5% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$364K
to officers and key staff · 2% of spending
Top officer’s pay lower than 84% of similar orgs
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $105K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.8M
25% of total assets
Looks good: liabilities are 25% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.5M
-26% vs prior year
Spent
$15.3M
To programs
89%
Net assets
$5.4M
By yearFY2020–FY2024
Revenue
$15.5M
FY2024▼ -26%
Revenue by fiscal year
FY2020$13.3M
FY2021$13.9M
FY2022$14.9M
FY2023$15.6M
FY2024$21.0M
FY2024$15.5M
Expenses
$15.3M
FY2024▼ -22%
Expenses by fiscal year
FY2020$13.0M
FY2021$12.9M
FY2022$14.4M
FY2023$15.3M
FY2024$19.4M
FY2024$15.3M
Net assets
$5.4M
FY2024▲ +4%
Net assets by fiscal year
FY2020$1.9M
FY2021$2.9M
FY2022$3.4M
FY2023$3.7M
FY2024$5.2M
FY2024$5.4M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $13.7M Management & general 10% · $1.5M Fundraising 0% · $68K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

13 people listed on the 990; $364K paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO
$140,854Pt VII · Sec A
Vice President of Finance
$121,975Pt VII · Sec A
Vice President of Programs
$101,478Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Secretary/Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Jennifer Hamilton’s $141K as President/CEO is at the 16th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Jennifer Hamilton$140,854$140,635$142,323———
Jennifer Hamilton———$131,991$116,525$111,933
Carrissa Kirkpatrick$121,975$116,664$113,850———
Amanda Williams$101,478—————
Anton Miller———$10,690$89,573$95,735
Amanda Williams———$89,262——
Carrissa Kirkpatrick———$76,149——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Lifestream Services INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowers older adults, people with disabilities, and caregivers with information and support for independence.

Provided by the organization

This section is blank until Lifestream Services INC claims this page.

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3 program services account for $11.1M of program spending, described in the organization's own filed words · FY2024.
01

LifeStream provides care management services to over 1,800 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.

$6.1Mprogram expense
02

LifeStream is the aging and disability resource center for East Central Indiana. 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.

$2.8Mprogram expense
03

LifeStream provides home delivered meals to homebound older adults and disabled individuals. Additionally, LifeStream offers 19 meal sites across twelve counties in East Central Indiana where older adults can congregate, socialize and eat a hot nutritious meal.

$2.2Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$105K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$15.5M
Ln 12
Gifts and grantsLn 1h$11.0M
Fees for servicesLn 2g$4.5M
Investment incomeLn 3$71K
Money outPt IX
$15.3M
Ln 25
Programscol B$13.7M
Managementcol C$1.5M
Fundraisingcol D$68K
Owns and owesPt X
$5.4M
net assets · Ln 32
Cash and savingsLn 1–2$4.4M
Total assetsLn 16$7.3M
LiabilitiesLn 26$1.8M
PeoplePt VI, VII
13
listed · VII A
PaidVII A3
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11.0M
Government grantsLn 1e$10.9M
Noncash giftsLn 1g$6K
Fundraising eventsLn 1c$32K
Fees for servicesLn 2g$4.5M
Investment incomeLn 3$71K
Gains on assetsLn 7$2K
Total revenueLn 12$15.5M
Assets in detailPt X, end of year
CashLn 1$400
SavingsLn 2$4.4M
Cash and savings togetherLn 1–2$4.4M
InvestmentsLn 11–13$290K
Land, buildings, equipmentLn 10c$30K
Other assetsLn 15$24K
Total assetsLn 16$7.3M
LiabilitiesLn 26$1.8M
Net assetsLn 32$5.4M
OperationsPt I, VI
EmployeesI 5182
VolunteersI 6661
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$4.0M$4.4M
InvestmentsLn 11–13$236K$290K
Land, buildings, equipmentLn 10c$49K$30K
Total assetsLn 16$7.9M$7.3M
LiabilitiesLn 26$2.7M$1.8M
Net assetsLn 32$5.2M$5.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$326K$290K$33K$3K
Other salaries and wagesLn 7$6.1M$5.3M$836K$11K
Pension plan contributionsLn 8$230K$198K$32K$268
Other employee benefitsLn 9$1.2M$1.0M$160K$2K
Payroll taxesLn 10$493K$425K$67K$1K
Legal feesLn 11b$6K$6K$124$3
Accounting feesLn 11c$42K$41K$825$21
Other fees for servicesLn 11g$4.7M$4.6M$93K$2K
Advertising and promotionLn 12$148K$110K$2K$36K
Office expensesLn 13$595K$520K$74K$381
OccupancyLn 16$300K$220K$80K$469
TravelLn 17$170K$149K$20K$1K
Conferences, conventions and meetingsLn 19$27K$17K$10K$16
Depreciation, depletion and amortizationLn 22$19K$19K
InsuranceLn 23$136K$91K$44K$81
Other expenses (24a–d)Ln 24$643K$617K$25K$536
All other expensesLn 24e$95K$42K$43K$10K
Total functional expensesLn 25$15.3M$13.7M$1.5M$68K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $21.0M$19.4M$1.6M$5.2M 990 PDF
FY2023 $15.6M$15.3M$285K$3.7M 990 PDF
FY2022 $14.9M$14.4M$507K$3.4M 990 PDF
FY2021 $13.9M$12.9M$961K$2.9M 990 PDF
FY2020 $13.3M$13.0M$310K$1.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $15,483,301 across 10 lines filed
VIII-1c Fundraising events$32,278
VIII-1e Government grants$10,888,723
VIII-1f All other contributions, gifts and grants$50,137
VIII-1g Noncash contributions (included above)$6,014
VIII-1h Total contributions, gifts and grants$10,971,138
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,461,588$4,461,588
VIII-3 Investment incomeExcluded from tax $68,593$68,593
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,985$1,985
VIII-8 Net income from fundraising eventsExcluded from tax −$20,003−$20,003
VIII-12 Total revenueRelated to mission $4,461,588 · Unrelated business $0 · Excluded from tax $50,575$15,483,301
Part IX · Statement of functional expenses $15,263,656 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $290,202 · Management $33,343 · Fundraising $2,708$326,253
IX-7 Other salaries and wagesPrograms $5,268,802 · Management $836,332 · Fundraising $10,916$6,116,050
IX-8 Pension plan contributionsPrograms $197,549 · Management $32,213 · Fundraising $268$230,030
IX-9 Other employee benefitsPrograms $1,010,664 · Management $159,688 · Fundraising $2,216$1,172,568
IX-10 Payroll taxesPrograms $425,138 · Management $66,692 · Fundraising $1,012$492,842
IX-11b Legal feesPrograms $6,179 · Management $124 · Fundraising $3$6,306
IX-11c Accounting feesPrograms $41,056 · Management $825 · Fundraising $21$41,902
IX-11g Other fees for servicesPrograms $4,648,846 · Management $93,439 · Fundraising $2,423$4,744,708
IX-12 Advertising and promotionPrograms $110,434 · Management $2,259 · Fundraising $35,650$148,343
IX-13 Office expensesPrograms $520,046 · Management $74,472 · Fundraising $381$594,899
IX-16 OccupancyPrograms $219,653 · Management $80,305 · Fundraising $469$300,427
IX-17 TravelPrograms $149,152 · Management $19,601 · Fundraising $1,020$169,773
IX-19 Conferences, conventions and meetingsPrograms $16,875 · Management $9,626 · Fundraising $16$26,517
IX-22 Depreciation, depletion and amortizationManagement $19,431$19,431
IX-23 InsurancePrograms $91,297 · Management $44,171 · Fundraising $81$135,549
IX-24 Other expenses (24a–d)Programs $616,574 · Management $25,471 · Fundraising $536$642,581
IX-24e All other expensesPrograms $42,334 · Management $43,357 · Fundraising $9,786$95,477
IX-25 Total functional expensesPrograms $13,654,801 · Management $1,541,349 · Fundraising $67,506$15,263,656
Part X · Balance sheet $7,257,395 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $400$400
X-2 Savings and temporary cash investmentsStart of year $3,989,599$4,365,721
X-3 Pledges and grants receivableStart of year $3,122,566$2,210,612
X-4 Accounts receivableStart of year $57,375$83,054
X-9 Prepaid expenses and deferred chargesStart of year $251,235$253,053
X-10c Land, buildings and equipment, netStart of year $49,258$29,828
X-11 Publicly traded securitiesStart of year $1,500$1,500
X-12 Other securitiesStart of year $234,033$288,944
X-15 Other assetsStart of year $178,534$24,283
X-16 Total assetsStart of year $7,884,500$7,257,395
X-17 Accounts payable and accrued expensesStart of year $2,192,826$1,443,690
X-19 Deferred revenueStart of year $81,060$84,771
X-25 Other liabilitiesStart of year $390,636$289,311
X-26 Total liabilitiesStart of year $2,664,522$1,817,772
X-27 Net assets without donor restrictionsStart of year $5,219,978$5,439,623
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $5,219,978$5,439,623
X-33 Total liabilities and net assetsStart of year $7,884,500$7,257,395
Part XI · Reconciliation of net assets $5,439,623 net assets at year end
XI-1 Total revenue$15,483,301
XI-2 Total expenses$15,263,656
XI-3 Revenue less expenses$219,645
XI-4 Net assets at start of year$5,219,978
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,439,623

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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