2023-10-18T13:24:15-07:00 2022-12-31 208209116 Saunders & Associates PLLC 630 East 17th Street Ada OK 74820 990 2022-01-01 730772321 LIFT Community Action Agency Inc LIFT 5803263351 209 N 4th St Hugo OK 74743 Rebecca Reynolds Executive Dir. 2023-10-18 true Rebecca Reynolds 999009999 true Deborah Bonner CPA P01385237 5803328548 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z 209 N 4th St Hugo OK 74743 23496315 false X www.liftca.org X 1968 OK "Helping People - Changing Lives" - To improve the lives of low-income individuals and families through service and collaboration leading to self-sufficiency. 27 27 409 1075 0 15441475 16006863 6259478 6681726 96269 119032 659754 684604 22456976 23492225 0 0 10376847 10542735 0 0 12346846 12842666 22723693 23385401 -266717 106824 19268264 19933272 841972 719955 18426292 19213317 X To improve the lives of low-income individuals and families through service and collaboration leading to self-sufficiency. false false 10683874 2372358 EARLY CHILDHOOD - Pre-school and daycare programs for low-income and handicapped children, funded by federal/state grants and parent fees. Early Childhood expenses are approximately 55% of program service expenses.Early Head Start 137 infants & toddlers received services through 3 centers. Early Head Start/Child Care Partnership/Early Learning Centers. A total of 297 infants & toddlers received childcare services through 7 partnership locations. Head Start 590 children were provided Head Start services in 28 classrooms.Broken Bow Early Learning Center - Two facilities providing one-stop child care servcies for up to 81 children from birth through 12 year of age. Child and Adult Care Food Program (CACFP) - Provided training and monitoring to 114 daycare homes in 38 counties. CACFP providers receive reimbursements for serving nutritious meals. 3394593 197381 HOUSING Rehab and weatherization of homes for low income and section 8 housing for low-income, funded by federal/state grants and tenant rental payments. Housing expenses are approximately 17% of program service expenses.Homebuyer Education/Financial Counseling Provided housing counseling, financial fitness, budgeting and/or credit counseling services to 10 individuals/families in 2022. Multi-Family Housing LIFT has 60 unit complex and triplexes in Valliant, Garvin, Fort Towson, Antlers, Soper and Boswell. Self Help Housing 19 families became homeowners in the eight Southeast Oklahoma counties serviced.Weatherization 30 homes were weatherized within the newly expanded territories of Atoka, Bryan, Carter, Choctaw, Coal, Johnston, Love, Marshall, McCurtain, Murray, Pontotoc and Pushmataha in 2022 to reduce energy consumption making their homes more energy efficient and affordable. 2900734 5750 COMMUNITY SERVICES Provide necessary community services to reduce poverty and empower low-income families and individuals to become self-sufficient. Community Services expenses are approximately 15% of program service expenses.Court Appointed Special Advocates (CASA) 69 youth were served by 20 volunteers who contributed 1,310 volunteer hours in service to youth in the court system. 16 children had their cases resolved. Healthy Start 875 total participants, 310 pregnant women, 151 inter-conception participants, 171 children, 193 new babies, and 51 fathers were served within the tri-county area. Rx for Oklahoma 8 individuals were assisted in getting their prescriptions for free or a reduced cost.Victims Advocacy Services Provides support services for victims of crime. 103 victims were served in 2022. 1,038 victims received services since inception in July 2015.Retired and Senior Volunteer Program (RSVP) - 264 volunteers (ages 55 and over) provided 33,966 hours of service to their communities at 47 volunteer stations, which equated to a dollar value of $753,366. Emergency Assistance - Through funding received from the Emergency Food & Shelter Program, CSBG-CARES, and local donations to the LIFT Emergency fund and through Salvation Army bell ringing, a total of 113 individuals/families received much needed emergency assistance. Mentoring - Provided supportive services and one on one community-based mentoring relationships with 109 rural youth and their families, as a means to encourage positive behaviors and reduce the incidence of delinquency in the youth served.Safe Place Healing Hearts - Served 258 victims in areas of domestic violence, sexual assault, dating violence, and stalking victims. Since inception in 2017 a total of 1,054 victims have been served.Youth Build - Provided pathways to education and employment through provision of high school education, construction apprenticeship training and life skills activities. Served 13 individuals in 2022.Tri-County Opiod - Educated 21 volunteer fire departments on how to administer Narcan/Naloxone, opiod misuse, and stigma surrounding opiod use disorder. Conducted 4 Medication Take Back events and received 59 lbs of prescription medicine for proper disposal. Partnered with Parents Helping Parents to start a parent support group for parents with children dealing with addiction issues or who are in recovery. 2412810 986671 19392011 true true false false false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false false true false false false false true false false false true 101 0 true 409 true false false false false false false false 0 false false false false false false false X 27 27 false false false false false false false true true false false true true true true true true true true false OK X X Organization 5803263351 209 N 4th St Hugo OK 74743 Rebecca Reynolds Executive Dir. 40.00 0.00 X 115953 0 20872 Sheree Ensley Fiscal Officer 40.00 0.00 X 66329 0 15255 Cathie Carothers Board Member 0.50 0.00 X 0 0 0 Danny Cornish Board Member 0.50 0.00 X 0 0 0 Tina Foshee-Thomas Board Member 0.50 0.00 X 0 0 0 Jordan Hill Board Member 0.50 0.00 X 0 0 0 Kevin Cory Board Member 0.50 0.00 X 0 0 0 Cindy Logan Board Member 0.50 0.00 X 0 0 0 Kelli Stacey Board Member 0.50 0.00 X 0 0 0 Andrea Henkel Board Member 0.50 0.00 X 0 0 0 Vickie Leathers Board Member 0.50 0.00 X 0 0 0 Sandra Meeks Board Member 0.50 0.00 X 0 0 0 Dwight Satterfield Board Member 0.50 0.00 X 0 0 0 Brent Franks Board Member 0.50 0.00 X 0 0 0 Wade Scott Board Member 0.50 0.00 X 0 0 0 David Smith Board Member 0.50 0.00 X 0 0 0 Vicky Wade Board Member 0.50 0.00 X 0 0 0 William Smith Board Member 0.50 0.00 X 0 0 0 Patsy Guess Board Member 0.50 0.00 X 0 0 0 Jia Johnson Board Member 0.50 0.00 X 0 0 0 Craig Young Board Member 0.50 0.00 X 0 0 0 David Hawkins Chairman 2.00 0.00 X X 0 0 0 Leah Savage Vice Chairman 1.50 0.00 X X 0 0 0 Brad Burgett Sec/Treas 1.00 0.00 X X 0 0 0 Kara Maness Board Member 0.50 0.00 X 0 0 0 Les Shumake Board Member 0.50 0.00 X 0 0 0 Consue Splawn Board Member 0.50 0.00 X 0 0 0 182282 36127 1 false false false Total Cleaning Service PO Box 64 Hugo OK 74743 Janitorial 145134 Sammie Beshirs 206 FM 906 East Powderly TX 75473 Construction 114845 2 2043 15058434 946386 909757 16006863 Program Fees 624200 3562160 3562160 Program Recoveries 900099 3119566 3119566 6681726 123122 123122 0 0 644797 644797 644797 644797 4090 -4090 -4090 -4090 2043 0 0 0 Miscellaneous 900099 39807 39807 39807 23492225 7362240 123122 X 0 0 0 0 218409 187745 30664 0 8008802 6884495 1124307 0 2315524 1946852 368672 0 0 0 0 0 0 0 1291569 1107823 183746 105247 81604 23643 10520 5377 5143 0 0 999383 947260 52123 442611 392722 49889 0 73762 46447 27315 9565 556 9009 0 215370 215370 1811270 461317 1349953 Supplies 1585140 1557543 27597 Indirect Costs 1541816 1531445 10371 Food 1203654 1185352 18302 Other 1146127 747056 399071 2406632 2308417 98215 23385401 19392011 3993390 0 9917135 9305903 0 1246860 1890894 805820 919570 0 0 578596 485630 0 3597 24618 15190228 7883571 6716256 7306657 0 0 0 0 0 19268264 19933272 582732 700360 204785 3722 54455 15873 841972 719955 X 15547505 16859468 2878787 2353849 18426292 19213317 19268264 19933272 X 106824 680201 X false true X true true true X 15687060 15386044 17062153 15441475 16006863 79583595 0 0 15687060 15386044 17062153 15441475 16006863 79583595 0 79583595 712751 717092 656805 726373 767919 3580940 0 26381 8504 5630 57789 39807 138111 83302646 31580408 0.95540 0.95730 X Support Schedule: Other Income Explanation Miscellaneous revenues are used to help defray the costs of operations. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 345647 345647 7009986 2254075 4755911 2123011 2063047 59964 5106006 3566449 1539557 605578 605578 7306657 X 23496315 23496315 -4090 -4090 23492225 23385401 23385401 23385401 Part X : FIN48 Footnote LIFT Community Action Agency, Inc. qualifies as an organization exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. LCAA is subject to a tax on income from any unrelated business. LCAA has no unrelated business income for 2022 or 2021. The accounting standards on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, LCAA may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the organization and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for fiscal years 2022 and 2021. LCAA files forms 990 in the U.S. federal jurisdiction and the State of Oklahoma. Federal and state income tax statutes dictate that tax returns filed in any of the previous three reporting periods remain open to examination. Currently, LCAA has no open examinations with the Internal Revenue Service or the Oklahoma Tax Commission. X Match 9 909757 FMV false false false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: TRANSPORTATION Provision of public transportation services, funded by federal grants, local contracts and participation fees. Transportation expenses are approximately 8% of program service expenses. 308,662 miles were driven with accounting for 56,135 passenger trips provided by a fleet of 41 vehicles. 13,768 elderly clients were served and 10,788 trips for passengers with disabilities were provided. OTHER PROGRAM SERVICES 5: ECONOMIC DEVELOPMENT Foster economic and industrial development in a three county enterprise community. Economic Development expenses are approximately 5% of total program service expenses.Business Loan Program 3 small business loans were serviced.Intermediary Program LIFT was designated by the Rural Housing Services division of USDA/Rural Development as an Intermediary assisting certified loan packagers in Texas, North Dakota, South Dakota, Kansas, Arkansas, Louisiana, Missouri, Nebraska and Oklahoma. In 2022, we assisted 19 non-profit agencies in those states in submitting 90 packagers to Rural Development for review and assisted with 39 closings.State Parks State Parks operated by LIFT include: Clayton Lake State Park, Hugo Lake State Park and Raymond Gary State Park.Technical and Management Assistance Programs T&MA staff provided training and monitoring to 21 self-help housing grantees in Region II with approximately $24 million in Rural Development 502/504 construction/rehab budgets and approximately $7 million in Rural Development Section 523 administrative budgets. 5 of the grantees operate a repair and rehab grant to provide technical assistance for homeowners to have decent, safe, sanitary and increased energy efficiency of their homes. Form 990, Part VI, Section B, Line 11b Fiscal Officer reviews 990 form, forwards to the Finance/Audit/Loan Committee for review, discussion, questions. F/A/L Committee approves form, recommends approval by full board. Governing board votes to approve form. Executive Director approves form. Form is filed. After filing of Form 990, it is made available to board and public via agency website, or by request. Form 990, Part VI, Section B, Line 12c Board member training, annual conflict of interest statements signed by officers and board members, including Executive Director and Fiscal Officer. Form 990, Part VI, Section B, Line 15a Board of Directors annually reviews performance of Executive Director and executes employment contract. Form 990, Part VI, Section B, Line 15b Other employees are reviewed annually and compensation is determined by pay grade and scale and availability of funds. Form 990, Part VI, Section C, Line 19 Tax returns and Single Audits are available on LIFT's website or upon request. Other documentation is available upon request. Form 990, Part IX, Line 24e : Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Bad Debt Expense: Column (A) - Total = $-2042; Column (B) - Program Services = $-2042; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Direct Services: Column (A) - Total = $79754; Column (B) - Program Services = $77897; Column (C) - Management & General = $1857; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Equipment & Facilities: Column (A) - Total = $859987; Column (B) - Program Services = $794985; Column (C) - Management & General = $65002; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Fees, Licenses and Dues: Column (A) - Total = $141830; Column (B) - Program Services = $112419; Column (C) - Management & General = $29411; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Match Expense: Column (A) - Total = $909757; Column (B) - Program Services = $909757; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Printing and Publications: Column (A) - Total = $52632; Column (B) - Program Services = $51906; Column (C) - Management & General = $726; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Repairs & Maintenance: Column (A) - Total = $326065; Column (B) - Program Services = $324846; Column (C) - Management & General = $1219; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Stipends: Column (A) - Total = $38649; Column (B) - Program Services = $38649; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part XI, Line 9 Capitalized Fixed Assets = $682136 Form 990, Part XI, Line 9 Change in Accounting Principle = -$1935 Belmont Place Senior Housing 209 N 4th St Hugo OK 74743 731664924 Housing Services OK 501c3 Line 7 N/A false Clayton Place Senior Housing 209 N 4th St Hugo OK 74743 202371051 Housing Services OK 501c3 Line 7 N/A false Kiamichi Place Senior Housing 209 N 4th St Hugo OK 74743 208359980 Housing Services OK 501c3 Line 7 N/A false Southeast Okla Community Dev Corp 209 N 4th St Hugo OK 74743 202554357 Community & Neighborhood Development OK 501c3 Line 7 N/A false false false false false false false false false false false false false false false false false true false false Belmont Place Senior Housing q 14589 Cost Clayton Place Senior Housing q 6866 Cost Kiamichi Place Senior Housing q 10728 Cost Southeast Okla Community Dev Corp q 30677 Cost