2025-09-22T13:47:54-04:00 2024-12-31 731479528 HEATHERINGTON & FIELDS CPA'S 8905 S YALE AVE STE 200 TULSA OK 741373553 990 2024-01-01 731043783 LIFE SENIOR SERVICES INC LIFE 9186649000 5330 E 31ST ST SUITE 800 TULSA OK 741355114 BILL COPELAND CFO 9186649000 2025-09-22 true false SUZANNE M CAROLLA CPA P00569339 9184961248 2025-09-22 X 2024 2025-03-06 01:10:19Z EILEEN BRADSHAW 5330 E 31ST ST SUITE 800 TULSA OK 741355114 9682930 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. 16 16 176 573 570889 3872782 2697350 5247712 5792055 369959 -265208 232824 157981 9723277 8382178 0 0 5664318 6001667 0 415546 2730527 3039923 8394845 9041590 1328432 -659412 26044168 25624937 769100 610308 25275068 25014629 X TO PROVIDE SERVICES, EDUCATION AND RESOURCES THAT PROMOTE INDEPENDENCE, IMPROVED QUALITY OF LIFE AND DIGNITY FOR OLDER RESIDENTS OF NORTHEASTERN OKLAHOMA. false false 7180857 5792055 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 RESOURCE 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 ADULT DAY SERVICES AT TWO LOCATIONS IN TULSA AND ONE IN 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. 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. ACTIVE SENIOR CENTER: RESEARCH SHOWS THAT STAYING ACTIVE AND SOCIALLY CONNECTED ARE KEY COMPONENTS TO AGING WELL AND LIVING LONGER. LIFE'S ACTIVE SENIOR CENTER AT ROMA BERRY IS A GATHERING SITE FOR THE AREA'S ACTIVE 50 AND BETTER COMMUNITY, OFFERING A PLACE TO VISIT WITH FRIENDS AND ENGAGE IN A WIDE VARIETY OF EDUCATIONAL AND SOCIAL PROGRAMMING. OFFERINGS INCLUDE YOGA, CERAMICS, SOCIAL GATHERINGS, LINE DANCING, THEATER, MUSIC CLASSES, BARRE CLASSES, BOARD GAMES, DANCES, PICKLEBALL, DAY TRIPS AND MUCH MORE. 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 TWO ANNUAL VINTAGE GUIDES TO HOUSING AND SERVICES, ONE IN TULSA AND THE OTHER IN OKLAHOMA CITY. THESE GUIDES PROVIDE OKLAHOMA'S MOST COMPREHENSIVE GUIDES TO RESOURCES AND SERVICES BOTH IN NORTHEAST AND CENTRAL OKLAHOMA. 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 4,216 SENIORS LAST YEAR FIND MORE EFFECTIVE PLANS, RESULTING IN A TOTAL OF 2,570,710 SAVED IN PRESCRIPTION COSTS. VOLUNTEERS: LSS OFFERS A VARIETY OF VOLUNTEER OPPORTUNITIES TO SENIORS, SERVING AS A CENTRALIZED RESOURCE FOR SENIORS WANTING TO VOLUNTEERS 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 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 68,000 OR LESS ANNUALLY, WITH FREE, BASIC INCOME TAX PREPARATION AND ELECTRONIC FILING. IN 2024 LIFE PREPARED AND E-FILED RETURNS FOR 1,888 TAXPAYERS. VOLUNTEER PROGRAMS: SENIORS CAN STAY INFORMED AND ENGAGED IN THEIR COMMUNITIES THROUGH VOLUNTEERING. LIFE SUPPORTS OVER 90 NON-PROFITS IN THE AREA WITH SENIOR VOLUNTEERS. SENIORS WHO WISH TO VOLUNTEER CAN COME IN AND SEEK DIRECT PLACEMENT, OR EXPLORE A VARIETY OF VOLUNTEER OPTIONS THROUGH THE GIVE 5 VOLUNTEER EDUCATION PROGRAM. EDUCATION: LIFE OFFERS A VARIETY OF EDUCATIONAL PROGRAMS TO THE COMMUNITY, FROM TOPICS RANGING FROM BASICS OF MEDICARE TO DECLUTTERING YOUR HOME. OUR EDUCATION DEPARTMENT ALSO OFFERS CEU CLASSES FOR A VARIETY OF SENIOR- SERVING PROFESSIONS. 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. 7180857 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 47 0 true 176 true true true false false false false true true false false false false false false X 16 16 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 JAMES DIETZ 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 MELANIE STEWART PAST CHAIR 3.00 X 0 0 0 LINDA BURNS DIRECTOR 3.00 X 0 0 0 JONATHAN CHRISTENSON MBA CFP DIRECTOR 3.00 X 0 0 0 DONNA LADUKE DIRECTOR 3.00 X 0 0 0 MICHELLE EVANS DIRECTOR 3.00 X 0 0 0 JERRY GOODWIN DIRECTOR 3.00 X 0 0 0 ROD JOHNS DIRECTOR 3.00 3.00 X 0 0 0 MONICA MAPLE 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 JENNIFER SMITH DIRECTOR 3.00 X 0 0 0 KRISTIN WARE DIRECTOR 3.00 X 0 0 0 EILEEN BRADSHAW PRESIDENT & 16.00 29.00 X 224497 0 18908 BILL COPELAND CFO 13.00 32.00 X 180358 0 11856 SALLY RILEY ACCOUNTING M 45.00 X 111183 0 12641 ROXANNE KING SR DIRECTOR 45.00 X 109499 0 13182 BERNADETTE DORNBLASER ADVERTISING 45.00 X 109880 0 11462 ALYSHA HILTBRAND HR DIRECTOR 38.00 7.00 X 107739 0 6275 843156 74324 6 false true false LDK INC 555 N ELM ST JENKS OK 74037 CONSTRUCTION 1899280 PUBLICATION PRINTERS CORP 2001 S PLATTE RIVER DR DENVER CO 80223 PRINTING 279359 VANGUARD BUILDERS INC 22201 E 71ST BROKEN ARROW OK 74014 CONSTRUCTION 139420 FIRETROL PROTECTION SYSTEMS INC 3060 N HEMLOCK CIRCLE BROKEN ARROW OK 74012 CONSTRUCTION 130319 5330 OFFICE CONDOMINIUM ASSOCIATION C/O CBRE INC 521 E 2ND ST STE 701 TULSA OK 74120 MANAGEMENT 116515 6 858431 137409 714672 986838 2697350 MEDICAID 624100 2740456 2740456 PROGRAM FEES 624100 2161215 2161215 VINTAGE PUBLICATIONS 624100 570889 570889 RENTAL INCOME 531120 191601 191601 OTHER INCOME 624100 127894 127894 5792055 292048 292048 600000 1157256 -557256 -557256 -557256 301477 137409 143496 157981 157981 8382178 5221166 570889 -107227 404855 101213 283399 20243 4617455 3802108 566037 249310 114195 81210 27938 5047 441796 361805 60625 19366 423366 336270 65569 21527 3121 3121 28719 28719 28642 28642 445962 359065 69070 17827 44797 43329 1362 106 653941 545747 53074 55120 498717 400924 87009 10784 40447 39455 992 20451 10855 7965 1631 581451 513570 65663 2218 254625 225222 24399 5004 PROGRAM SUPPLIES 283521 282494 1027 OTHER EXPENSE 116198 47421 62422 6355 EQUIPMENT RENTAL 39331 30169 8154 1008 9041590 7180857 1445187 415546 4677638 1342130 509630 613852 124842 424472 599232 1005172 1826989 93410 80886 19205083 3352462 15351555 15852621 3200054 5617475 168385 180762 26044168 25624937 491112 355334 108468 73077 169520 181897 769100 610308 X 21844361 23790108 3430707 1224521 25275068 25014629 26044168 25624937 -659412 398973 X false true X true false X 4639279 5791771 9376327 3872782 2697350 26377509 4639279 5791771 9376327 3872782 2697350 26377509 6780042 19597467 76828 71244 110912 372830 292048 923862 180311 168039 257024 394365 301477 1301216 28602587 22973654 0.68520 0.66120 X PART II, LINE 10 SPECIAL EVENTS 1,301,216 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7104092 150000 2030664 2770506 6514249 13095488 1842371 1404155 9237922 7104092 6443006 7479956 1691770 2519244 13095488 3494852 3583994 306606 942446 6443006 4085759 204975 151962 947844 3494852 0.81200 0.18800 false false 844663 844663 17101309 2741959 14359350 1259111 610503 648608 15852621 RIGHT OF USE LIABILITIES 181897 181897 8924647 398973 143496 542469 8382178 8382178 9185086 143496 143496 9041590 9041590 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 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. 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 143,496 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS EXPENSE 143,496 CELEBRATE LIFE 343063 137409 205654 118832 SR LIFESTYLE&WE 87230 87230 22635 1 6972 6972 2029 437265 137409 299856 143496 143496 156360 X X false false false false false false false false false EILEEN BRADSHAW PRESIDENT & CEO 224497 10607 8301 243405 BILL COPELAND CFO 180358 9163 2693 192214 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 RESOURCE 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 ADULT DAY SERVICES AT TWO LOCATIONS IN TULSA AND ONE IN 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. 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. ACTIVE SENIOR CENTER: RESEARCH SHOWS THAT STAYING ACTIVE AND SOCIALLY CONNECTED ARE KEY COMPONENTS TO AGING WELL AND LIVING LONGER. LIFE'S ACTIVE SENIOR CENTER AT ROMA BERRY IS A GATHERING SITE FOR THE AREA'S ACTIVE 50 AND BETTER COMMUNITY, OFFERING A PLACE TO VISIT WITH FRIENDS AND ENGAGE IN A WIDE VARIETY OF EDUCATIONAL AND SOCIAL PROGRAMMING. OFFERINGS INCLUDE YOGA, CERAMICS, SOCIAL GATHERINGS, LINE DANCING, THEATER, MUSIC CLASSES, BARRE CLASSES, BOARD GAMES, DANCES, PICKLEBALL, DAY TRIPS AND MUCH MORE. 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 TWO ANNUAL VINTAGE GUIDES TO HOUSING AND SERVICES, ONE IN TULSA AND THE OTHER IN OKLAHOMA CITY. THESE GUIDES PROVIDE OKLAHOMA'S MOST COMPREHENSIVE GUIDES TO RESOURCES AND SERVICES BOTH IN NORTHEAST AND CENTRAL OKLAHOMA. 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 4,216 SENIORS LAST YEAR FIND MORE EFFECTIVE PLANS, RESULTING IN A TOTAL OF 2,570,710 SAVED IN PRESCRIPTION COSTS. VOLUNTEERS: LSS OFFERS A VARIETY OF VOLUNTEER OPPORTUNITIES TO SENIORS, SERVING AS A CENTRALIZED RESOURCE FOR SENIORS WANTING TO VOLUNTEERS 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 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 68,000 OR LESS ANNUALLY, WITH FREE, BASIC INCOME TAX PREPARATION AND ELECTRONIC FILING. IN 2024 LIFE PREPARED AND E-FILED RETURNS FOR 1,888 TAXPAYERS. VOLUNTEER PROGRAMS: SENIORS CAN STAY INFORMED AND ENGAGED IN THEIR COMMUNITIES THROUGH VOLUNTEERING. LIFE SUPPORTS OVER 90 NON-PROFITS IN THE AREA WITH SENIOR VOLUNTEERS. SENIORS WHO WISH TO VOLUNTEER CAN COME IN AND SEEK DIRECT PLACEMENT, OR EXPLORE A VARIETY OF VOLUNTEER OPTIONS THROUGH THE GIVE 5 VOLUNTEER EDUCATION PROGRAM. EDUCATION: LIFE OFFERS A VARIETY OF EDUCATIONAL PROGRAMS TO THE COMMUNITY, FROM TOPICS RANGING FROM BASICS OF MEDICARE TO DECLUTTERING YOUR HOME. OUR EDUCATION DEPARTMENT ALSO OFFERS CEU CLASSES FOR A VARIETY OF SENIOR- SERVING PROFESSIONS. 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 DECEMBER 3, 2024. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO COMPLETED AN ANNUAL PERFORMANCE REVIEW FOR ALL OFFICERS IN FEBRUARY, 2025. 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 836856 NOTE RECEIVABLE BALANCE VINTAGE HOUSING INC D 990133 NOTE RECEIVABLE BALANCE VINTAGE HOUSING INC D 150892 ACCOUNTS REC BALANCE VINTAGE HOUSING INC L 68276 MANAGEMENT FEE AGREEMENT VINTAGE HOUSING INC Q 147660 PAYROLL & ADMIN EXPENSES LIFE PACE INC A 191601 LEASE AGREEMENT LIFE PACE INC D 160142 ACCOUNTS REC BALANCE LIFE PACE INC L 572692 ADULT DAY HEALTH LIFE PACE INC L 1060675 TRANSPORTATION LIFE PACE INC Q 310742 PAYROLL & ADMIN EXPENSES