2024-11-14T15:49:41-05:00 2023-12-31 731479528 HEATHERINGTON & FIELDS CPA'S 8905 S YALE AVE STE 200 TULSA OK 741373553 990 2023-01-01 731043783 LIFE SENIOR SERVICES INC LIFE 9186649000 5330 E 31ST ST SUITE 800 TULSA OK 741355114 BILL COPELAND CFO 9186649000 2024-11-14 true false SUZANNE CAROLLA CPA P00569339 9184961248 2024-11-14 X 2023 2024-10-15 13:58:12Z EILEEN BRADSHAW 5330 E 31ST ST SUITE 800 TULSA OK 741355114 9902597 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. 15 15 160 216 555557 9376327 3872782 5282238 5247712 -4237 369959 130930 232824 14785258 9723277 0 0 6148455 5664318 0 415902 2447162 2730527 8595617 8394845 6189641 1328432 24328346 26044168 770833 769100 23557513 25275068 X TO PROVIDE SERVICES, EDUCATION AND RESOURCES THAT PROMOTE INDEPENDENCE, IMPROVED QUALITY OF LIFE AND DIGNITY FOR OLDER RESIDENTS OF NORTHEASTERN OKLAHOMA. false false 6707366 5247712 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 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. LIFE PLANS TO WIND DOWN ITS TWO SATELLITE SENIOR CENTERS IN 2024, CONSOLIDATING IN ONE LARGER SENIOR CENTER ONCE CONSTRUCTION OF THE ROMA BERRY CENTER FOR SENIORS IS COMPLETE. THE NEW LOCATION WILL PROVIDE ADDITIONAL GATHERING SPACE TO ALLOW FOR EXPANDED PROGRAMMING, A GYMNASIUM FOR PICKLEBALL AND BASKETBALL, AND CONVENIENT GREEN SPACES FOR OUTDOOR USE. PUBLICATIONS: LSS PUBLISHES "THE VINTAGE NEWSMAGAZINE" AN AWARD-WINNING PUBLICATION WRITTEN ESPECIALLY WITH SENIORS' INTERESTS AND ISSUES IN MIND. IT REACHES OVER 34,000 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 17 COUNTIES IN NORTHEASTERN OKLAHOMA, SPONSORED BY THE OKLAHOMA INSURANCE DEPARTMENT. THROUGH MEDICARE ASSISTANCE WITH PART-D ENROLLMENT, LIFE HELPED 5,811 SENIORS LAST YEAR FIND MORE EFFECTIVE PLANS, RESULTING IN A TOTAL OF 1,248,288 SAVED IN PRESCRIPTION COSTS. 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 60,000 OR LESS ANNUALLY, WITH FREE, BASIC INCOME TAX PREPARATION AND ELECTRONIC FILING. IN 2023, LIFE PREPARED AND E-FILED RETURNS FOR 1,819 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. 6707366 true true false false false false false false false true true false false false true false true false false false false false false false true false false false false true false false false false false false false false false false false false false true true true false false true 43 0 true 160 true true true false false false false true true false false false false false false X 15 15 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 MELANIE STEWART CHAIR 3.00 X X 0 0 0 MARIA BARNES SECRETARY 3.00 3.00 X X 0 0 0 MIKE MCMAHON TREASURER 3.00 X X 0 0 0 ANGELA LARSON COZORT PAST CHAIR 3.00 X 0 0 0 JONATHAN CHRISTENSON MBA CFP DIRECTOR 3.00 X 0 0 0 JAMES DIETZ DIRECTOR 3.00 X 0 0 0 MICHELLE EVANS DIRECTOR 3.00 X 0 0 0 PATRICIA FRANK DIRECTOR 3.00 X 0 0 0 JERRY GOODWIN DIRECTOR 3.00 X 0 0 0 ROD JOHNSON DIRECTOR 3.00 X 0 0 0 HANNAH ORTH DIRECTOR 3.00 X 0 0 0 GEORGE C ROGALSKI DIRECTOR 3.00 X 0 0 0 SCOTT SHEPHERD DIRECTOR 3.00 3.00 X 0 0 0 KRISTIN WARE DIRECTOR 3.00 X 0 0 0 KEVIN MP WOLLER DIRECTOR 3.00 X 0 0 0 EILEEN BRADSHAW PRESIDENT & 16.00 29.00 X 218139 0 18928 BILL COPELAND CFO 13.00 32.00 X 177129 0 11568 BERNADETTE DORNBLASER ADVERTISING 45.00 X 109656 0 11558 ROXANNE KING SR DIRECTOR 45.00 X 110670 0 9693 SALLY RILEY ACCOUNTING M 45.00 X 105862 0 12658 ALYSHA HILTBRAND HR DIRECTOR 45.00 X 101881 0 6660 823337 71065 6 false true false LDK INC 555 N ELM ST JENKS OK 74037 CONSTRUCTION 4664236 VANGUARD BUILDERS INC 22201 E 71ST BROKEN ARROW OK 74014 CONSTRUCTION 1288512 MITTERA GROUP PO BOX 850471 MINNEAPOLIS MN 554850471 PRINTING 199704 DECOR CONTRUCTION INC 3023 E 151ST ST SOUTH BIXBY OK 74008 CONSTRUCTION 175478 SELSER SCHAEFER ARCHITECTS 2 WEST 6TH STREET SUITE 100 TULSA OK 74119 ARCHITECT 112916 5 830297 178560 485802 2378123 3872782 MEDICAID 624100 2637050 2637050 PROGRAM FEES 624100 1900681 1900681 VINTAGE PUBLICATIONS 624100 555557 555557 RENTAL INCOME 531120 109489 109489 OTHER INCOME 624100 44935 44935 5247712 372830 372830 14908 17779 -2871 -2871 -2871 394365 178560 161541 232824 232824 9723277 4692155 555557 602783 395268 98817 276688 19763 4351550 3672349 424491 254710 111798 81865 25955 3978 415418 336017 61432 17969 390284 317746 51204 21334 1193 1193 27065 27065 17869 17869 384541 243412 119904 21225 19052 13734 5137 181 563337 475763 30087 57487 635673 556085 71060 8528 30250 29513 320 417 30305 20769 6935 2601 452031 397256 52774 2001 163779 121134 39757 2888 PROGRAM SUPPLIES 210878 210449 429 OTHER EXPENSE 155318 102121 51416 1781 EQUIPMENT RENTAL 39236 30336 7861 1039 8394845 6707366 1271577 415902 1846262 4677638 3301485 509630 5358236 613852 2524279 424472 688221 1005172 66478 93410 21536312 6184757 7624087 15351555 2616000 3200054 303298 168385 24328346 26044168 376452 491112 89454 108468 304927 169520 770833 769100 X 13722117 21844361 9835396 3430707 23557513 25275068 24328346 26044168 1328432 389123 X false true X true false X 3281767 4639279 5791771 9376327 3872782 26961926 3281767 4639279 5791771 9376327 3872782 26961926 7616748 19345178 239865 76828 71244 110912 372830 871679 269954 180311 168039 410144 394365 1422813 29256418 20434990 0.66120 0.66690 X PART II, LINE 10 SPECIAL EVENTS 1,422,813 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13095488 1842371 1404155 9237922 7104092 6443006 7479956 1691770 2519244 13095488 3494852 3583994 306606 942446 6443006 4085759 204975 151962 947844 3494852 3958776 255575 280532 409124 4085759 0.51710 0.48290 false false 356796 356796 8701805 3887247 4814558 2873277 2297510 575767 9604434 9604434 15351555 RIGHT OF USE LIABILITIES 169520 169520 10273941 389123 161541 550664 9723277 9723277 8556386 161541 161541 8394845 8394845 SCHEDULE D, PAGE 2, PART V, LINE 4 MAINTENANCE FUND: THE EARNINGS ARE INTENDED FOR THE PURPOSES OF MAINTENANCE AND UPKEEP OF THE THREE ADULT DAY SERVICE CENTERS FACILITIES. RUTH NELSON ASSET PRESERVATION FUND: TO BE UTILIZED TO MAINTAIN THE ROMA BERRY CENTER FOR ACTIVE SENIORS PHYSICAL PLANT IN PRISTINE CONDITION IN PERPETUITY. WILLIAM S SMITH SENIOR CENTER ENDOWMENT FUND: THE EARNINGS ARE INTENDED TO FUND THE SENIOR CENTER MANAGER POSITION. CAPITAL CAMPAIGN FUND: TO BE UTILIZED TO COMPLETE THE ROMA BERRY SENIOR CAMPUS AND PROVIDE BUILDING MAINTENANCE AND PROGRAM FUNDS. GENERAL OPERATIONS FUND: TO BE UTILIZED FOR ON-GOING GENERAL DAILY OPERATIONS, INCLUDING PAYROLL EXPENSES. ADULT DAY SERVICES PROGRAM FUND: TO BE UTILIZED FOR OPERATING EXPENSES SPECIFIC TO THE ADULT DAY SERVICES PROGRAM. SCHEDULE D, PAGE 4, PART XI, LINE 2D SPECIAL EVENTS EXPENSE 161,541 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS EXPENSE 161,541 CELEBRATE LIFE 486229 178560 307669 138788 SENIOR SAFETY F 74999 74999 22753 1 10559 10559 571787 178560 393227 161541 161541 231686 X X false false false false false false false false false EILEEN BRADSHAW PRESIDENT & CEO 218139 10716 8212 237067 BILL COPELAND CFO 177129 9012 2556 188697 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 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. LIFE PLANS TO WIND DOWN ITS TWO SATELLITE SENIOR CENTERS IN 2024, CONSOLIDATING IN ONE LARGER SENIOR CENTER ONCE CONSTRUCTION OF THE ROMA BERRY CENTER FOR SENIORS IS COMPLETE. THE NEW LOCATION WILL PROVIDE ADDITIONAL GATHERING SPACE TO ALLOW FOR EXPANDED PROGRAMMING, A GYMNASIUM FOR PICKLEBALL AND BASKETBALL, AND CONVENIENT GREEN SPACES FOR OUTDOOR USE. PUBLICATIONS: LSS PUBLISHES "THE VINTAGE NEWSMAGAZINE" AN AWARD-WINNING PUBLICATION WRITTEN ESPECIALLY WITH SENIORS' INTERESTS AND ISSUES IN MIND. IT REACHES OVER 34,000 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 17 COUNTIES IN NORTHEASTERN OKLAHOMA, SPONSORED BY THE OKLAHOMA INSURANCE DEPARTMENT. THROUGH MEDICARE ASSISTANCE WITH PART-D ENROLLMENT, LIFE HELPED 5,811 SENIORS LAST YEAR FIND MORE EFFECTIVE PLANS, RESULTING IN A TOTAL OF 1,248,288 SAVED IN PRESCRIPTION COSTS. 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 60,000 OR LESS ANNUALLY, WITH FREE, BASIC INCOME TAX PREPARATION AND ELECTRONIC FILING. IN 2023, LIFE PREPARED AND E-FILED RETURNS FOR 1,819 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. 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. THE CURRENT YEAR EVALUATION WAS PERFORMED ON NOVEMBER 29, 2023. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO COMPLETED AN ANNUAL PERFORMANCE REVIEW FOR ALL OFFICERS IN FEBRUARY, 2023. WHILE THE BOARD DOES NOT SPECIFICALLY REVIEW OTHER OFFICERS' COMPENSATION, IT APPROVES THE BUDGETED MERIT POOL IN CONJUNCTION WITH THE BUDGET. A BONUS ACCRUAL WAS ESTABLISHED FOR THIS TEAM WITH BOARD CHAIR APPROVAL. 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 699547 NOTE RECEIVABLE BALANCE VINTAGE HOUSING INC D 305625 NOTE RECEIVABLE BALANCE VINTAGE HOUSING INC D 50530 ACCOUNTS REC BALANCE VINTAGE HOUSING INC L 65392 MANAGEMENT FEE AGREEMENT VINTAGE HOUSING INC Q 84168 PAYROLL & ADMIN EXPENSES LIFE PACE INC A 90000 LEASE AGREEMENT LIFE PACE INC D 96949 ACCOUNTS REC BALANCE LIFE PACE INC L 503577 ADULT DAY HEALTH LIFE PACE INC L 2004 HOME CARE LIFE PACE INC L 966712 TRANSPORTATION LIFE PACE INC Q 311724 PAYROLL & ADMIN EXPENSES