LifeStream Services Inc

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

Jennifer L Hamilton

Phone

7657591121

Tax Period

2022-07-01 to 2023-06-30

LifeStream Services Inc, founded in 1975, is a mid-sized nonprofit in the Human Services sector that reported $15.6M in total revenue in fiscal year 2022.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $2,595,918 Revenue: $1,200,739

LifeStream provides care management services to over 5,000 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. Care managers worked with over 70 contracted providers to authorize a wide array of in-home services and supports. During the 2022-2023 fiscal year, LifeStream provided over 96,000 hours of care management and authorized over 376,000 hours of in-home services. LifeStream was awarded a 3-year NCQA re-accreditation for case management long-term services and supports in March 2023.

Program 2

Expenses: $2,179,912 Revenue: $1,078,548

LifeStream provides home delivered meals to homebound older adults and disabled individuals. Additionally, LifeStream offers 21 meal sites across twelve counties in East Central Indiana where older adults can congregate, socialize and eat a hot nutritious meal. LifeStream provided 257,792 meals to 2,456 individuals between July 1, 2022 June 30, 2023.

Program 3

Expenses: $1,329,695 Revenue: $668,473

LifeStream is the rural public transit provider for four counties in East Central Indiana and operates senior transportation in two additional counties. LifeStream operates 23 wheelchair accessible vehicles daily to riders ranging from age 3 to 97. LifeStream provided over 41,000 trips between July 1, 2022 and June 30, 2023.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $8,806,840

Program Service Revenue $6,833,738

Investment Income $850

Other Revenue $-28,837

TOTAL REVENUE $15,612,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,634,793

Fundraising Expenses $83,592

Program Expenses $13,524,421

Other Expenses $6,692,491

TOTAL EXPENSES $15,327,284

Year-over-Year Comparison

	2022	2021	Change
Revenue	$15,612,591	$14,926,458	+0.0%
Expenses	$15,327,284	$14,419,808	+0.1%
Net Income	$285,307	$506,650	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

163

Volunteers

534

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$305,665

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr Pierre Atchade	Board Member	1.00	Director	$0	$0	$0
David Karnes	Board Member	1.00	Director	$0	$0	$0
Andy Campbell	Board Member	1.00	Director	$0	$0	$0
Brad Gideon	Board Vice Chair	1.00	Officer Director	$0	$0	$0
Lisa Suttle	Board Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
John Longnaker III	Board Member	1.00	Director	$0	$0	$0
Ami Huffman	Board Chair	2.00	Officer Director	$0	$0	$0
Rev Dr Anita D Jack	Board Member	1.00	Director	$0	$0	$0
Adrian Moulton	Board Member	1.00	Director	$0	$0	$0
Jennifer Hamilton	President/CEO	40.00	Officer	$142,323	$22,099	$164,422
Carrissa Kirkpatrick	Vice President of Finance	40.00	Officer	$113,850	$27,393	$141,243

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$15,612,591	$15,327,284	$5,654,648	$285,307
2022	$14,926,458	$14,419,808	$4,890,087	$506,650
2021	$13,863,488	$12,902,061	$4,177,827	$961,427
2020	$13,304,575	$12,994,695	$3,327,828	$309,880
2019	$12,776,846	$12,026,124	$3,294,883	$750,722
2018	$11,146,332	$11,071,683	$2,682,414	$74,649