2020-11-09T18:13:27-06:00 2019-12-31 731479528 HEATHERINGTON & FIELDS CPA'S 8905 S YALE AVE STE 200 TULSA OK 741373553 990 2019-01-01 731043783 LIFE SENIOR SERVICES INC LIFE 9186649000 5330 E 31ST ST SUITE 800 TULSA OK 741355114 EILEEN BRADSHAW PRESIDENT & CEO 9186649000 2020-11-09 true SUZANNE M CAROLLA CPA P00569339 9184961248 2020-11-09 X 199.26.115.234 2020-11-09 18:13:27 CS P C982DA0CED0B8FE6622E1846A98128225EBE8F38 C982DA0CED0B8FE6622E1846A98128225EBE8F38 2019 2021-01-29 14:40:06Z EILEEN BRADSHAW 5330 E 31ST ST SUITE 800 TULSA OK 741355114 7179517 false X WWW.LIFESENIORSERVICES.ORG X 1978 OK TO PROVIDE SERVICES, EDUCATION AND RESOURCES THAT PROMOTE INDEPENDENCE, IMPROVED QUALITY OF LIFE AND DIGNITY FOR OLDER RESIDENTS OF NORTHEASTERN OKLAHOMA. 17 17 131 5337 615284 2901539 3281767 3565057 3297785 29385 239865 206584 269954 6702565 7089371 5625 1710 0 4361692 4037041 0 154231 2046758 2400735 6414075 6439486 288490 649885 10705421 11125093 958481 591882 9746940 10533211 X TO PROVIDE SERVICES, EDUCATION AND RESOURCES THAT PROMOTE INDEPENDENCE, IMPROVED QUALITY OF LIFE AND DIGNITY FOR OLDER RESIDENTS OF NORTHEASTERN OKLAHOMA. false false 5484548 1710 3297785 SEE THE DETAILED DESCRIPTION OF ALL PROGRAM SERVICES IN SCHEDULE O. 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, QUALIFY OF LIFE, AND DIGNITY. ADDITIONALLY, LIFE IS A TRUSTED SOURCE OF INFORMATION FOR COMMUNITY 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. 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. LSS'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 WITH 25,000 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 1,258 SENIORS LAST YEAR FIND MORE EFFECTIVE PLANS, RESULTING IN AN AVERAGE SAVINGS OF 1,530 PER PERSON. VOLUNTEERS: VOLUNTEERS ASSIST LSS AND THOSE WE SERVE IN A MULTITUDE OF WAYS, SERVING AS BOARD AND COMMITTEE MEMBERS OR DIRECT SERVICE VOLUNTEERS. 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 FROM FEBRUARY 2 THROUGH APRIL 14, 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. 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 SIMPLIFIES 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. 5484548 true true false false false false false false false true true false false false false false true true false false false false false false true false false false false false false false false false false false false false true false false false false true true true false false true 46 0 true 131 true true true false false false false true true false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true true false OK X X X BILL COPELAND 9186649000 5330 E 31ST ST SUITE 800 TULSA OK 741355114 LINDSAY HURLEY FICK CHAIR 3.00 X X 0 0 0 ANGELA COZORT CHAIR-ELECT 3.00 X X 0 0 0 JEANNE STURGES SECRETARY 3.00 3.00 X X 0 0 0 MIKE MCMAHON TREASURER 3.00 X X 0 0 0 MARIA BARNES DIRECTOR 3.00 3.00 X 0 0 0 LINDA BURNS DIRECTOR 3.00 X 0 0 0 DIANN CARNAHAN DIRECTOR 3.00 X 0 0 0 KATIE CHILDERS DIRECTOR 3.00 X 0 0 0 JAMES DIETZ DIRECTOR 3.00 X 0 0 0 BILL HIRSCH DIRECTOR 3.00 3.00 X 0 0 0 MARCY HOWERTON DIRECTOR 3.00 X 0 0 0 JODI PRUITT DIRECTOR 3.00 X 0 0 0 BOB ROCK DIRECTOR 3.00 3.00 X 0 0 0 SCOTT SHEPHERD DIRECTOR 3.00 3.00 X 0 0 0 DOUG STEWART DO DIRECTOR 3.00 X 0 0 0 MELANIE STEWART DIRECTOR 3.00 X 0 0 0 SHERRI WOOD DIRECTOR 3.00 X 0 0 0 EILEEN BRADSHAW PRESIDENT & 16.00 29.00 X 61470 0 2149 JOHN MICHAEL FOGLE COO 25.00 20.00 X 139488 0 9475 BILL COPELAND CFO 13.00 32.00 X 103407 0 5583 LAURA KENNY PRESIDENT AN 16.00 29.00 X 116763 0 3376 BERNADETTE DORNBLASER ADVERTISING 40.00 X 111657 0 0 SAMANTHA BLUE SENIOR DIREC 13.00 32.00 X 0 140604 7991 532785 140604 28574 4 false false false COMMUNITY CARE HMO PO BOX 21228 DEPARTMENT 4 TULSA OK 741211228 HEALTH INSURANC 432339 TOTAL MEDICAL PERSONNEL STAFFING LLC PO BOX 26243 OKLAHOMA CITY OK 73126 STAFFING 339090 TREND OFFSET PRINTING SERVICES INC DEPT LA 24718 PASADENA CA 911854718 PRINTING 196988 SYSCO FOODS OF OKLAHOMA PO BOX 1127 NORMAN OK 730701127 MEAL SERVICE 144838 MISOK LLC 5930 E 31ST STE 800 TULSA OK 74135 IT SERVICE 105042 5 773967 58800 643620 1805380 940162 3281767 MEDICAID 624100 1756846 1756846 PROGRAM FEES 624100 723475 723475 VINTAGE PUBLICATIONS 511120 615284 615284 RENTAL INCOME 624100 100059 100059 HOUSING SERVICES 531120 63744 63744 38377 38377 3297785 239865 239865 360100 58800 90146 269954 269954 7089371 2682501 615284 509819 1710 1710 421128 105283 294790 21055 2964167 2732176 152392 79599 70155 56061 13764 330 311464 290385 12277 8802 270127 224086 38153 7888 16095 16095 16184 16184 632937 537488 79364 16085 20566 9605 9514 1447 471063 424206 33701 13156 470885 441576 26667 2642 87678 85995 1611 72 10330 6144 4036 150 273558 249318 23273 967 46205 37648 7701 856 FOOD SERVICE 129870 129870 OTHER EXPENSE 108325 54087 53670 568 PROGRAM SUPPLIES 66299 66269 30 EQUIPMENT RENTAL 39375 32216 6580 579 11365 425 10905 35 6439486 5484548 800707 154231 1194203 1313621 1354731 1160920 439853 268789 459623 285402 414245 642736 85619 55818 10470996 4669576 4978363 5801420 1778784 1596387 10705421 11125093 708911 408737 249570 183145 958481 591882 X 8729785 9598607 1017155 934604 9746940 10533211 10705421 11125093 649885 136386 X false true X true false X 1941397 2113226 3173502 2901539 3281767 13411431 1941397 2113226 3173502 2901539 3281767 13411431 1832255 11579176 150671 124720 133367 49205 239865 697828 371885 338230 405013 304091 269954 1689173 15798432 14668299 0.73290 0.75210 X PART II, LINE 10 SPECIAL EVENTS 1,689,173 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3958776 255575 280532 409124 4085759 2164695 1820894 -26634 179 3958776 2085195 79500 2164695 2309366 37274 261445 2085195 2602545 5125 298304 2309366 0.77120 0.22880 false false 356796 356796 7934669 3014602 4920067 2159215 1654974 504241 20316 20316 5801420 7315903 136386 90146 226532 7089371 7089371 6529632 90146 90146 6439486 6439486 SCHEDULE D, PAGE 2, PART V, LINE 4 MAINTENANCE FUND: THE EARNINGS ARE RESTRICTED SOLELY FOR THE PURPOSES OF MAINTENANCE AND UPKEEP OF THE THREE ADULT DAY SERVICE CENTERS IN ORDER TO KEEP THE BUILDINGS IN SOUND STRUCTURAL CONDITION. CAPITAL CAMPAIGN FUND: TO BE UTILIZED TO COMPLETE THE 31ST STREET AND LAKEWOOD CENTER RENOVATION, TECHNOLOGY ENHANCEMENTS AND TO ESTABLISH AN ENDOWMENT FUND. GENERAL OPERATIONS FUND: TO BE UTILIZED FOR ON-GOING GENERAL OPERATIONS AND COULD INCLUDE PAYROLL, SUPPLIES, EDUCATION EXPENSE, POSTAGE, PRINTING, UTILITIES. ADULT DAY SERVICES PROGRAM FUND: TO BE UTILIZED FOR OPERATING EXPENSES SPECIFIC TO THE ADULT DAY SERVICES PROGRAM AND COULD INCLUDE PAYROLL, PROGRAM SUPPLIES, EDUCATION EXPENSE, CLIENT TRANSPORTATION EXPENSE, POSTAGE, PRINTING, UTILITIES. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENT EXPENSES 90,146 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 90,146 CELEBRATE LIFE 393110 58800 334310 76308 SENIOR SAFETY F 25790 25790 13838 418900 58800 360100 90146 90146 269954 X 1 940162 APPRAISAL false true false FORM 990, PAGE 2, PART III, LINE 4D 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, QUALIFY OF LIFE, AND DIGNITY. ADDITIONALLY, LIFE IS A TRUSTED SOURCE OF INFORMATION FOR COMMUNITY 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. 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. LSS'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 WITH 25,000 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 1,258 SENIORS LAST YEAR FIND MORE EFFECTIVE PLANS, RESULTING IN AN AVERAGE SAVINGS OF 1,530 PER PERSON. VOLUNTEERS: VOLUNTEERS ASSIST LSS AND THOSE WE SERVE IN A MULTITUDE OF WAYS, SERVING AS BOARD AND COMMITTEE MEMBERS OR DIRECT SERVICE VOLUNTEERS. 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 FROM FEBRUARY 2 THROUGH APRIL 14, 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. 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 SIMPLIFIES 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. FORM 990, PAGE 6, PART VI, LINE 11B LIFE SENIOR SERVICES, INC. PRESENTS THE IRS FORM 990 INCLUDING SIGNIFICANT SCHEDULES TO THE FULL BOARD OF DIRECTORS PRIOR TO SUBMISSION. EACH MEMBER OF THE BOARD OF DIRECTORS WILL RECEIVE A COPY OF THE IRS FORM 990 PRIOR TO SUBMISSION OF THE FORM TO THE IRS VIA E-MAIL OR THROUGH THE MAIL IF E-MAIL IS NOT AVAILABLE. FORM 990, PAGE 6, PART VI, LINE 12C 1. ANY ACTUAL OR POSSIBLE CONFLICTS SHALL BE COMMUNICATED TO THE PRESIDENT OF THE BOARD. IN THE EVENT IT IS THE PRESIDENT, SUCH INFORMATION SHALL BE COMMUNICATED TO THE VICE PRESIDENT. 2. UPON NOTIFICATION, A MEETING OF THE EXECUTIVE COMMITTEE SHALL BE CALLED TO INVESTIGATE THE MATTER. THE DIRECTOR IN QUESTION SHALL PRESENT RELEVANT INFORMATION, BUT NOT PARTICIPATE IN THE INVESTIGATION. THE EXECUTIVE COMMITTEE SHALL REPORT TO THE BOARD WHETHER IT BELIEVES A CONFLICT EXISTS AND IF SO, WHETHER THE BEST INTERESTS OF LSS ARE TO PROCEED WITH THE TRANSACTION OR MATTER AT ISSUE. 3. AT A REGULAR MEETING, THE BOARD SHALL MAKE A FINAL DECISION. THE MATTER SHALL BE DOCUMENTED IN THE MINUTES OF THE MEETING. FORM 990, PAGE 6, PART VI, LINE 15A THE CEO SHALL HAVE AN ANNUAL PERFORMANCE EVALUATION PERFORMED BY THE EXECUTIVE COMMITTEE, WHICH SHALL FUNCTION AS THE PERFORMANCE EVALUATION COMMITTEE. THE EVALUATION WILL COVER THREE CRITERIA: (1) PERFORMANCE GOALS, (2) POSITION RESPONSIBILITIES, AND (3) SUMMARY OF OVERALL PERFORMANCE INCLUDING SIGNIFICANT ACCOMPLISHMENTS AND IDENTIFICATION OF AREAS THAT NEED FURTHER DEVELOPMENT. THE EXECUTIVE COMMITTEE IS ALSO RESPONSIBLE FOR ESTABLISHING THE SALARY AND BENEFITS FOR THE CEO. THE COMMITTEE SHALL CONSULT WITH WHATEVER SOURCES IT DEEMS NECESSARY TO ESTABLISH THE COMPENSATION AND BENEFITS. ANY OUTSIDE SOURCES USED SHALL BE DOCUMENTED IN THE MINUTES. ALL CEO COMPENSATION AND BENEFITS SHALL BE EVALUATED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO COMPLETES AN ANNUAL PERFORMANCE REVIEW FOR ALL OFFICERS ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. VINTAGE HOUSING INC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 731473840 SR HOUSING OK 501C3 7 N/A true LIFE PACE INC 5330 E 31ST ST SUITE 800 TULSA OK 741355114 462872315 SR HEALTH OK 501C3 10 N/A true true false false true false false false false false true false true false true true false true false false VINTAGE HOUSING INC D 428491 NOTE RECEIVABLE BALANCE VINTAGE HOUSING INC D 17314 ACCOUNTS RECEIVABLE BALAN VINTAGE HOUSING INC L 63744 MANAGEMENT FEE AGREEMENT VINTAGE HOUSING INC Q 235214 PAYROLL COSTS LIFE PACE INC A 100059 LEASE AGREEMENT LIFE PACE INC D 214245 NOTE RECEIVABLE BALANCE LIFE PACE INC D 86175 ACCOUNTS RECEIVABLE BALAN LIFE PACE INC L 441072 ADULT DAY SERVICES LIFE PACE INC Q 592728 PAYROLL COSTS