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Nonprofiteer
← LIFE SENIOR SERVICES INC

Form 990 for tax year 2022

Filed by LIFE SENIOR SERVICES INC.

Totals

Total revenue
$14,785,258
Total expenses
$8,595,617
Contributions and grants received
$9,376,327
Grants paid
$0
Program service revenue
$5,282,238
Investment income
-$4,237
Other revenue
$130,930
Total assets, end of year
$24,328,346
Total liabilities, end of year
$770,833
Net assets or fund balances, end of year
$23,557,513
Program services expenses (Part IX)
$7,055,718
Management and general expenses
$1,142,554
Fundraising expenses
$397,345
Program service expenses (Part III)
$7,055,718

Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $830,297

  • 1c · Fundraising events

    $153,120

  • 1e · Government grants (contributions)

    $481,188

  • 1f · All other contributions, gifts and grants

    $7,911,722

  • 2a · Program service revenue: PROGRAM FEES

    total $2,339,911 · related or exempt $2,339,911

  • 2b · Program service revenue: MEDICAID

    total $2,193,558 · related or exempt $2,193,558

  • 2c · Program service revenue: VINTAGE PUBLICATIONS

    total $635,852 · unrelated business $635,852

  • 2d · Program service revenue: RENTAL INCOME

    total $89,151 · related or exempt $89,151

  • 2e · Program service revenue: OTHER INCOME

    total $23,766 · related or exempt $23,766

  • 3 · Investment income

    total $110,912 · excluded $110,912

  • 7a · Gross sales of assets other than inventory

    securities $1,164,426

  • 7b · Less cost or other basis and sales expenses

    securities $1,279,575

  • 7c · Gain or loss

    securities -$115,149

  • 7d · Net gain or loss

    total -$115,149 · excluded -$115,149

  • 8a · Fundraising events: gross income

    $257,024

  • 8a · Fundraising events: contributions included on line 1c

    $153,120

  • 8b · Fundraising events: direct expenses

    $126,094

  • 8c · Net income from fundraising events

    total $130,930 · excluded $130,930

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $547,178 · program services $136,794 · management and general $383,024 · fundraising $27,360

  • 7 · Other salaries and wages

    total $4,564,462 · program services $4,051,551 · management and general $286,849 · fundraising $226,062

  • 8 · Pension plan contributions

    total $102,248 · program services $76,393 · management and general $21,418 · fundraising $4,437

  • 9 · Other employee benefits

    total $487,966 · program services $413,304 · management and general $51,530 · fundraising $23,132

  • 10 · Payroll taxes

    total $446,601 · program services $372,893 · management and general $52,723 · fundraising $20,985

  • 11b · Fees: legal

    total $6,755 · management and general $6,755

  • 11c · Fees: accounting

    total $27,050 · management and general $27,050

  • 11f · Fees: investment management

    total $18,019 · management and general $18,019

  • 11g · Fees: other

    total $293,392 · program services $244,661 · management and general $27,912 · fundraising $20,819

  • 12 · Advertising and promotion

    total $3,997 · program services $771 · management and general $2,123 · fundraising $1,103

  • 13 · Office expenses

    total $599,452 · program services $504,047 · management and general $38,502 · fundraising $56,903

  • 16 · Occupancy

    total $420,306 · program services $344,709 · management and general $68,228 · fundraising $7,369

  • 17 · Travel

    total $52,716 · program services $52,404 · management and general $242 · fundraising $70

  • 19 · Conferences, conventions and meetings

    total $26,287 · program services $18,941 · management and general $7,131 · fundraising $215

  • 22 · Depreciation, depletion and amortization

    total $417,511 · program services $362,752 · management and general $52,830 · fundraising $1,929

  • 23 · Insurance

    total $168,970 · program services $130,744 · management and general $34,902 · fundraising $3,324

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $267,708 · program services $267,631 · management and general $48 · fundraising $29

  • 24b · Other expenses: OTHER EXPENSE

    total $103,722 · program services $49,664 · management and general $52,418 · fundraising $1,640

  • 24c · Other expenses: EQUIPMENT RENTAL

    total $41,277 · program services $28,459 · management and general $10,850 · fundraising $1,968

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,638,974 · end of year $1,846,262

  • 2 · Savings and temporary cash investments

    beginning of year $909,098 · end of year $3,301,485

  • 3 · Pledges and grants receivable

    beginning of year $2,336,015 · end of year $5,358,236

  • 4 · Accounts receivable

    beginning of year $2,904,588 · end of year $2,524,279

  • 7 · Other notes and loans receivable

    beginning of year $591,773 · end of year $688,221

  • 9 · Prepaid expenses and deferred charges

    beginning of year $70,888 · end of year $66,478

  • 10a · Land, buildings and equipment: cost or other basis

    $13,383,481

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,759,394

  • 10c · Land, buildings and equipment, net

    beginning of year $7,427,202 · end of year $7,624,087

  • 11 · Investments: publicly traded securities

    beginning of year $2,349,813 · end of year $2,616,000

  • 15 · Other assets

    end of year $303,298

  • 17 · Accounts payable and accrued expenses

    beginning of year $473,136 · end of year $376,452

  • 19 · Deferred revenue

    beginning of year $45,285 · end of year $89,454

  • 25 · Other liabilities

    end of year $304,927

  • 27 · Net assets without donor restrictions

    beginning of year $14,611,513 · end of year $13,722,117

  • 28 · Net assets with donor restrictions

    beginning of year $3,098,417 · end of year $9,835,396

Mission and programs · 2022

Mission

TO PROVIDE SERVICES, EDUCATION AND RESOURCES THAT PROMOTE INDEPENDENCE, IMPROVED QUALITY OF LIFE AND DIGNITY FOR OLDER RESIDENTS OF NORTHEASTERN OKLAHOMA.

  • SEE THE DETAILED DESCRIPTION OF ALL PROGRAM SERVICES IN SCHEDULE O.

    Expenses $7,055,718 · Revenue $5,282,238

  • LAST YEAR, LIFE SENIOR SERVICES (LIFE OR LSS) HELPED OVER 30,000 SENIORS, CAREGIVERS AND DISABLED ADULTS NAVIGATE CHALLENGES AND OPPORTUNITIES BY PROVIDING INFORMATION, EDUCATION, AND SERVICES TO HELP THEM MAINTAIN THEIR INDEPENDENCE AND QUALITY OF LIFE. ADDITIONALLY, LIFE IS A TRUSTED COMMUNITY RESOURCE, PROVIDING INFORMATION AND RESOURCES TO HEALTH AND SOCIAL SERVICES PROFESSIONALS WHO SUPPORT SENIORS. LSS OFFERS A WIDE VARIETY OF PROGRAMS AND SERVICES TO MEET THE NEEDS OF SENIORS AND CAREGIVERS, INCLUDING: SENIORLINE: AGING CAN PRESENT NEW CHALLENGES AND QUESTIONS, SENIORLINE FOCUSES ON PROVIDING ANSWERS, SOLUTIONS AND RESOURCES. LSS'S SENIORLINE BRINGS CONVENIENT ACCESS TO HUNDREDS OF SERVICES THROUGH DOZENS OF ORGANIZATIONS. CALLERS ARE CONNECTED NOT ONLY TO LIFE'S SERVICES, BUT TO LOCAL, STATE, AND NATIONAL PROGRAMS, HELPING ADDRESS PROBLEMS, LARGE AND SMALL. ADULT DAY SERVICES: LSS OFFERS NATIONALLY-ACCREDITED ADULT DAY SERVICES AT THREE LOCATIONS IN TULSA AND BROKEN ARROW. LIFE'S ADULT DAY HEALTH CENTERS OFFER A SAFE, FRIENDLY, DAYTIME HOME FOR ADULTS WHO MAY BE SOCIALLY ISOLATED, HAVE A PHYSICAL IMPAIRMENT, ALZHEIMER'S, DEMENTIA, MENTAL HEALTH ISSUES, OR A DEVELOPMENTAL DISABILITY. THE CENTERS ALSO PROVIDE SUPPORT TO FAMILY AND CAREGIVERS, MAKING THE TIME AT HOME MORE MANAGEABLE AND ENJOYABLE. LSS'S THREE ADULT DAY CENTERS ARE THE ONLY CENTERS IN OKLAHOMA ACCREDITED BY CARF (THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES). CASE MANAGEMENT SERVICES: AGING IN PLACE IS THE GOAL FOR MOST OF US. LSS'S MEDICAID ADVANTAGE PROGRAM AND INDEPENDENT CASE MANAGEMENT TEAMS FOCUS ON HELPING PEOPLE REMAIN INDEPENDENT AND SAFELY AT HOME. BY MATCHING A SENIOR'S NEEDS WITH IN-HOME AND COMMUNITY-BASED RESOURCES, CASE MANAGERS HELP FILL THE GAPS THAT THREATEN AN INDIVIDUAL'S INDEPENDENCE AND SAFETY. WITH THE RIGHT SUPPORTS IN PLACE, SENIORS CAN REMAIN INDEPENDENT, SAFE, COMFORTABLY AT HOME. CAREGIVER SUPPORT SERVICES: LSS OFFERS SUPPORT AND SERVICES ESSENTIAL FOR SUCCESSFUL CARE GIVING. PERSONAL RESOURCE COUNSELING, INFORMATION AND REFERRAL, CLASSES, SUPPORT GROUPS, AND THREE RESOURCE CENTERS HELP LIGHTEN THE LOAD OF CAREGIVERS OF ALL AGES. BEHAVIORAL HEALTH SERVICES: SENIORS MAY EXPERIENCE MENTAL HEALTH CHALLENGES AT THE SAME RATE AS OTHER AGE GROUPS, BUT THEY ARE THE LEAST- LIKELY DEMOGRAPHIC TO SEEK HELP. THEREFORE, IT IS PARTICULARLY IMPORTANT TO REMOVE ANY BARRIERS FOR SENIORS WHO MAY NEED PROFESSIONAL THERAPY. CHANGES SUCH AS CHRONIC ILLNESS OR LOSS OF A SPOUSE CAN CAUSE DEPRESSION OR ANXIETY. LIFE'S BEHAVIORAL HEALTH SERVICES ARE FREE OF CHARGE TO ANY SENIOR WHO NEEDS THEM, AND ARE ESPECIALLY DESIGNED TO MEET THE UNIQUE NEEDS OF AGING ADULTS; SOME OF THESE SERVICES ARE PROVIDED IN PARTNERSHIP WITH FAMILY AND CHILDREN'S SERVICES. COMMUNITY EDUCATION: LSS OFFERS A VARIETY OF COMMUNITY EDUCATION PROGRAMS AND AN ACTIVE SPEAKER BUREAU TO HELP OLDER ADULTS AND THEIR FAMILIES LEARN MORE ABOUT ISSUES, SERVICES, RESOURCES, AND OPPORTUNITIES. SENIOR CENTERS: RESEARCH SHOWS THAT STAYING ACTIVE AND SOCIALLY CONNECTED ARE KEY COMPONENTS TO AGING WELL AND LIVING LONGER. LIFE'S TWO SENIOR CENTERS OFFER SENIORS A SAFE SPACE TO ENJOY A WIDE VARIETY OF SOCIAL, CREATIVE, EDUCATIONAL, AND PHYSICAL ACTIVITIES. THE CENTERS OFFER SPACE FOR BOTH STRUCTURED CLASSES AND CASUAL RELAXATION. PUBLICATIONS: LSS PUBLISHES "THE VINTAGE NEWSMAGAZINE" AN AWARD-WINNING PUBLICATION WRITTEN ESPECIALLY WITH SENIORS' INTERESTS AND ISSUES IN MIND. IT REACHES OVER 82,000 READERS MONTHLY, AND IS A TRUSTED RESOURCE FOR INFORMATION ON SENIOR ISSUES. LSS ALSO PUBLISHES THE ANNUAL "THE VINTAGE GUIDE TO HOUSING AND SERVICES" - OKLAHOMA'S MOST COMPREHENSIVE GUIDE TO SENIOR RESOURCES - WHICH IN 2022 EXPANDED TO COVER CENTRAL OKLAHOMA AS WELL, WITH A COMBINED TOTAL OF OVER 50,000 COPIES DISTRIBUTED AT NO CHARGE. MEDICARE ASSISTANCE PROGRAM: THE MEDICARE ASSISTANCE PROGRAM OFFERS INFORMATION, EDUCATION, AND PERSONAL ONE-ON-ONE ENROLLMENT ASSISTANCE TO MEDICARE BENEFICIARIES IN 21 COUNTIES IN NORTHEASTERN OKLAHOMA, SPONSORED BY THE OKLAHOMA INSURANCE DEPARTMENT. THROUGH MEDICARE ASSISTANCE WITH PART-D ENROLLMENT, LIFE HELPED 5,038 SENIORS LAST YEAR FIND MORE EFFECTIVE PLANS, RESULTING IN AN AVERAGE SAVINGS OF 1,948 PER PERSON. VOLUNTEERS: LSS OFFERS A VARIETY OF VOLUNTEER OPPORTUNITIES TO SENIORS, SERVING AS A CENTRALIZED RESOURCE FOR SENIORS WANTING TO VOLUNTEER AND NON-PROFITS WHO NEED HELP. VOLUNTEERS ALSO HELP HERE AT LSS, ASSISTING US AND THOSE WE SERVE IN A MULTITUDE OF WAYS, SERVING AS BOARD AND COMMITTEE MEMBERS OR WORKING DIRECTLY WITH THE SENIORS WE SERVE. THEIR DONATION OF TIME PROVIDES A PERSONAL TOUCH AND ALLOWS LIFE TO MAXIMIZE ITS IMPACT. TAX ASSISTANCE PROGRAM: THE TAX COUNSELING FOR THE ELDERLY (TCE) PROGRAM OFFERS FREE TAX PREPARATION ASSISTANCE ANNUALLY BY TRAINED IRS-CERTIFIED VOLUNTEERS, AVAILABLE TO HELP SENIORS AGE 60 AND OLDER, MAKING 54,000 OR LESS ANNUALLY, WITH FREE, BASIC INCOME TAX PREPARATION AND ELECTRONIC FILING. IN 2022, LIFE PREPARED AND E-FILED RETURNS FOR 1,685 TAXPAYERS. GENERAL ADMINISTRATIVE AND FUNDRAISING: ACCOUNTS FOR THE ADMINISTRATIVE OPERATIONS OF LSS, AND FUNDRAISING CAMPAIGNS AND SPECIAL EVENTS TO OBTAIN DONATIONS TO SUPPORT LIFE'S PROGRAMS. LIFE IS UNIQUELY BROAD IN ITS RANGE OF SERVICES FOR SENIORS. ITS COMPREHENSIVE NATURE ALLOWS SENIORS AND CAREGIVERS TO SPEND LESS TIME RESEARCHING, AND HAVE A RESOURCE FOR A VARIETY OF ISSUES. IT HELPS IDENTIFY SOLUTIONS IN AN OFTEN COMPLICATED LANDSCAPE, AND ENHANCES THE QUALITY OF CARE AS NEEDS CHANGE. AS AN UMBRELLA ORGANIZATION, LSS PROVIDES AN EFFECTIVE AND EFFICIENT COMBINATION OF PROGRAMS, PROVIDING ABUNDANT RESOURCES FOR LOWER ADMINISTRATIVE COSTS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MELANIE STEWART

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • MARIA BARNES

    SECRETARY

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • MIKE MCMAHON

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • ANGELA LARSON COZORT

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    3

  • LINDA BURNS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JONATHAN CHRISTENSON MBA CFP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JAMES DIETZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • MICHELLE EVANS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • PATRICIA FRANK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • IZETTA GIBSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • BILL HIRSCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • MARCY HOWERTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • HANNAH ORTH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • BOB ROCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • SCOTT SHEPHERD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • OLIVIA SMITH

    BOARD INTERN

    Total calculated
    $0
    Hours/week
    3

  • KEVIN MP WOLLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • EILEEN BRADSHAW

    PRESIDENT &

    Total calculated
    $233,588
    From this org
    $216,494
    From related orgs
    $0
    Other
    $17,094
    Hours/week
    16 + 29 related

    Schedule J breakdown matched by us

    Base
    $216,494
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,008
    Nontaxable benefits
    $8,086
    Filer's total
    $233,588

  • JOHN MICHAEL FOGLE

    COO

    Total calculated
    $199,523
    From this org
    $183,353
    From related orgs
    $0
    Other
    $16,170
    Hours/week
    25 + 20 related

    Schedule J breakdown matched by us

    Base
    $163,353
    Bonus
    not reported
    Other
    $20,000
    Deferred
    $8,161
    Nontaxable benefits
    $8,009
    Filer's total
    $199,523

  • BILL COPELAND

    CFO

    Total calculated
    $156,943
    From this org
    $147,331
    From related orgs
    $0
    Other
    $9,612
    Hours/week
    13 + 32 related

    Schedule J breakdown matched by us

    Base
    $147,331
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,354
    Nontaxable benefits
    $2,258
    Filer's total
    $156,943

  • BERNADETTE DORNBLASER

    ADVERTISING

    Total calculated
    $126,443
    From this org
    $114,845
    From related orgs
    $0
    Other
    $11,598
    Hours/week
    45

  • LASHAN WILLIAMS

    CASE MGMT SU

    Total calculated
    $106,111
    From this org
    $100,090
    From related orgs
    $0
    Other
    $6,021
    Hours/week
    45

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343199349302519

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