2025-09-23T09:39:33-05:00 2024-12-31 710355269 LANDMARK PLC CPAS 3101 S 70TH STREET FORT SMITH AR 72903 990 2024-01-01 730772321 LIFT COMMUNITY ACTION AGENCY INC LIFT 5803263351 209 N 4TH ST HUGO OK 74743 REBECCA REYNOLDS EXECUTIVE DIRECTOR/CEO 5803263351 2025-09-16 1 1 LETITIA S TALKINGTON P00082380 4794845740 2025-09-16 2024 2025-03-06 01:10:19Z REBECCA REYNOLDS 209 N 4TH ST HUGO OK 74743 25661139 0 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. 28 28 476 1194 0 0 17846476 17832660 9194562 6798351 36467 145734 662304 881154 27739809 25657899 0 0 0 0 11604665 12484039 0 0 0 15410047 13577776 27014712 26061815 725097 -403916 22486757 21683542 1544732 1147307 20942025 20536235 X TO IMPROVE THE LIVES OF LOW-INCOME INDIVIDUALS AND FAMILIES THROUGH SERVICE AND COLLABORATION LEADING TO SELF-SUFFICIENCY. 0 0 10396355 1685019 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 54% OF PROGRAM SERVICE EXPENSES. EARLY CHILDHOOD 88 INFANTS AND TODDLERS RECEIVED SERVICES THROUGH 3 CENTERS. 201 INFANATS & TODDLERS RECEIVED SERVICES THROUGH 6 PARTNERSHIP LOCATIONS EARLY HEAD START/CHILD CARE PARTNERSHIP/EARLY LEARNING CENTERS. HEAD START 340 CHILDREN WERE PROVIDED HEAD START SERVICES IN 28 CLASSROOMS. CHILD AND ADULT CARE FOOD PROGRAM (CACFP) - PROVIDED TRAINING AND MONITORING TO 125 DAYCARE HOMES IN 39 COUNTIES. CACFP PROVIDERS RECEIVED REIMBURSEMENTS FOR SERVING NUTRIOUS MEALS.. 3662717 165095 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 AND APPROXIMATELY 20% OF PROGRAM SERVICE EXPENSES. MULTI-FAMILY HOUSING LIFT HAS 60 UNIT COMPLEX AND TRIPLEXES IN VALLIANT, GARVIN, FORT TOWSON, ANTLERS, SOPER, AND BOSWELL. DUPLEX UNITS ARE LOCATED IN ANTLERS, HUGO, AND CONSTRUCTED IN VALLIANT IN 2024. SELF HELP HOUSING - A TOTAL OF 9 FAMILIES BILT NEW HOMES IN 2024 SERVING ACROSS 8 COUNTIES OF SOUTHEAST OKLAHOMA. WEATHERIZATION 42 HOMES WERE WEATHERIZED ACROSS 12 COUNTIES. A TOTAL OF 97 CLIENTS BENEFITED WITH A COMBINE ANNUAL COST SAVINGS OF $13,961.29. TECHNICAL AND MANAGEMENT ASSISTANCE PROGRAMS T&MA STAFF PROVIDED TRAINING AND MONITORING TO 16 SELF-HELP HOUSING GRANTEES IN REGION II WITH APPROXIMATELY $9.9 MILLION IN RURAL DEVELOPMENT SECTION 523 ADMINISTRATIVE BUDGETS. 6 OF THE GRANTEES OPERATE A REPAIR AND REHAB GRANT TO PROVIDE TECHNICAL ASSISTANCE FOR HOMEOWNERS TO HAVE A SECENT, SAFE, SANITARY, AND INCREASED ENERGY EFFICIENCY OF THEIR HOMES. 4072681 3927438 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) 40 YOUTH WERE SERVED AND 4 NEW VOLUNTEERS TRAINED. HEALTHY START: THE HEALTHY START GRANT WAS REFUNDED IN MAY 2024, FOR ANOTHER 5 YEARS. THE SERVICE AREA NOW INCLUDES CHOCTAW, PUSHMATAHA, MC CURTAIN, ATOKA, COLE AND JOHNSTON COUNTIES. HEALTHY START PROVIDES SERVICES TO PREGNANT WOMEN, DADS, BABIES AND CHILDREN UP TO 18 MONTHS IN AGE. ADDITIONAL SERVICES NOW INCLUDE COMMUNITY EDUCATION THAT IS AVAILABLE TO ANYONE IN THE COMMUNITY. SINCE MAY 1, 2024 HEALTHY START SERVED 183 PREGNANT WOMEN, 211 INTER-CONCEPTIONAL WOMEN, 16 DADS, 150 BABIES, BIRTH TO 11 MONTHS, AND 83 CHILDREN, FOR A TOTAL OF 643 PARTICIPANTS SERVED. HEALTHY START WAS AWARDED THE FIRST SAFE KIDS TULSA, AGENCY OF THE YEAR AWARD. THIS AWARD WAS GIVEN FOR THE EXEMPLARY SERVICES TO EDUCATE AND PROPERLY INSTALL CAR SEATS IN THE COMMUNITIES WE SERVE. CURRENTLY THERE ARE 11 CAR SEAT TECHS IN THE HEALTHY START PROGRAM. HEALTHY START HAS ALSO HAD ONE EMPLOYEE PASS THE CERTIFIED LACTATION COUNCILOR EXAM AND THREE EMPLOYEES BECOME CERTIFIED PRE-NATAL DOULAS. RX FOR OKLAHOMA 3 INDIVIDUALS WERE ASSISTED IN GETTING THEIR PRESCRIPTIONS FOR FREE OR REDUCED COST. VICTIMS ADVOCACY SERVICES PROVIDES SUPPORT SERVICES FOR VICTIMS OF CRIME. 120 VICTIMS WERE SERVED IN 2024. 1,420 VICTIMS RECEIVED SERVICES SINCE INCEPTION IN JULY 2015. EMERGENCY ASSISTANCE - THROUGH FUNDING RECEIVED FROM EMERGENCY FOOD & SHELTER PROGRAM, AND LOCAL DONATIONS TO THE LIFT EMERGENCY FUND AND THROUGH SALVATION ARMY BELL RINGING, A TOTAL OF 57 INDIVIDUALS/FAMILIES RECEIVED MUCH NEEDED EMERGENCY ASSISTANCE. SAFE PLACE HEALING HEARTS - SERVED 195 VICTIMS IN AREAS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, DATING VIOLENCE, AND STALKING VICTIMS. SINCE INCEPTION IN 2017 A TOTAL OF 2,177 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 68 INDIVIDUALS SINCE RECEIVING NEW GRANT AWARD, 47 OBTAINED THEIR HIGH SCHOOL DIPLOMA WHILE 15 ARE CURRENTLY ENROLLED; 68 HAVE RECEIVED OSHA 10 CERTIFICATION; 63 EARNED THEIR HBI-PACT CONSTRUCTION CERTIFICATION, AND 45 EARNED THEIR FIRST AID/CPR CERTIFICATIONS. TRI-COUNTY OPIOID - EDUCATED 35 VOLUNTEER FIRE DEPARTMENTS ON HOW TO ADMINISTER NARCAN/NALOXONE, OPIOID MISUSE, AND STIGMA SURROUNDING OPIOID USE DISORDER. CONDUCTED 5 MEDICATIONS TAKE BACK EVENTS AND RECEIVED 77 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. STAFF PROVIDED MENTAL HEALTH FIRST RESPONDER CLASSES TO 40 DIFFERENT COMMUNITY MEMBERS IN 2024 INCLUDING STAFF FROM PUSHMATAHA, CHOCTAW, AND MCCURTAIN COUNTY SHERIFF DEPARTMENT. PROVIDED 10 TRAINING COURSES FOR FENTANYL TESTING KITS WITH PROBATION & PAROLE, CHOCTAW CO & PUSH CO JAIL, ANTLERS & HUGO PD. HOSTED A MENTAL HEALTH/SUBSTANCE ABUSE AND LAW ENFORCEMENT EVENT IN MAY OF 2024 TO PROVIDE LOCAL MH/SA PROFESSIONALS WITH FREE CONTINUING EDUCATION CREDITS AND LOCAL LAW ENFORCEMENT WITH FREE CLEET HOURS. 85 PROFESSIONALS ATTENDED THE TRAINING. 3020248 1901953 OTHER PROGRAM SERVICES 4: TRANSPORTATION - PROVISION OF PUBLIC TRANSPORTATION SERVICES, FUNDED BY FEDERAL GRANTS, LOCAL CONTRACTS, AND PARTICIPATION FEES. TRANSPORTATION EXPENSES ARE APPROXIMATELY 7% OF PROGRAM SERVICE EXPENSES. 311,235 MILES WERE DRIVEN WITH ACCOUNTING FOR 57,967 PASSENGER TRIPS PROVIDED BY A FLEET OF 38 VEHICLES. 11,925 ELDERLY CLIENTS WERE SERVED AND 10,523 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 4% OF TOTAL PROGRAM SERVICE EXPENSES. INTERMEDIARY PROGRAM LIFT WAS DESIGNATED BY THE RURAL HOUSING SERVICES DIVISION OF USDA/RURUAL DEVELOPMENT AS AN INTERMEDIARY ASSISTING CERTIFIED LOAN PACKAGERS IN TEXAS, NORTH DAKOTA, SOUTH DAKOTA, KANSAS, ARKANSAS, LOUISIANA, MISSOURI, NEBRASKA, AND OKLAHOMA. IN 2024, WE ASSISTED 40 NON-PROFIT AGENCIES IN THOSE STATES IN SUBMITTING 109 PACLAGERS TO RURAL DEVELOPMENT FOR REVIEW AND ASSISTED WITH 49 CLOSINGS. STATE PARKS OPERATED BY LIFT INCLUDE: CLAYTON LAKE STATE PARK, HUGO LAKE STATE PARK, AND RAYMOND GARY STATE PARK. 3020248 1901953 21152001 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 143 0 1 476 1 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X X THE ORGANIZATION 5803263351 209 N 4TH ST HUGO OK 74743 TAMI BARNES BOARD MEMBER 1.00 X 0 0 0 BRAD BURGETT SECRETARY/TREASURER 1.50 X X 0 0 0 DANNY CORNISH BOARD MEMBER 1.00 X 0 0 0 KEVIN CORY BOARD MEMBER 1.00 X 0 0 0 TINA FOSHEE-THOMAS BOARD MEMBER 1.00 X 0 0 0 BRENT FRANKS BOARD MEMBER 1.00 2.00 X 0 0 0 PATSY GUESS BOARD MEMBER 1.00 X 0 0 0 DAVID HAWKINS CHAIRMAN 2.00 1.00 X X 0 0 0 ANDREA HENKEL BOARD MEMBER 1.00 X 0 0 0 JORDAN HILL BOARD MEMBER 1.00 X 0 0 0 JIA JOHNSON BOARD MEMBER 1.00 X 0 0 0 SHARON JOHNSON BOARD MEMBER 1.00 X 0 0 0 VICKIE LEATHERS BOARD MEMBER 1.00 X 0 0 0 CINDY LOGAN BOARD MEMBER 1.00 X 0 0 0 KARA MANESS BOARD MEMBER 1.00 X 0 0 0 SANDRA MEEKS BOARD MEMBER 1.00 1.00 X 0 0 0 DWIGHT SATTERFIELD BOARD MEMBER 1.00 X 0 0 0 LEAH SAVAGE-THOMAS VICE CHAIRMAN 1.50 1.00 X X 0 0 0 WADE SCOTT BOARD MEMBER 1.00 2.00 X 0 0 0 DAVID SMITH BOARD MEMBER 1.00 1.00 X 0 0 0 WILLIAM SMITH BOARD MEMBER 1.00 1.50 X 0 0 0 CONSUELO SPLAWN BOARD MEMBER 1.00 X 0 0 0 KELLI STACY BOARD MEMBER 1.00 X 0 0 0 JIM BOB SULLIVAN BOARD MEMBER 1.00 X 0 0 0 VICKY WADE BOARD MEMBER 1.00 X 0 0 0 DEBRA WILLIAMS BOARD MEMBER 1.00 X 0 0 0 CRAIG YOUNG BOARD MEMBER 1.00 X 0 0 0 ERNEST MCCARTY BOARD MEMBER 1.00 1.00 X 0 0 0 REBECCA REYNOLDS EXECUTIVE DIRECTOR 40.00 X 130582 0 0 SHEREE ENSLEY FISCAL OFFICER 40.00 X 84153 0 0 214735 0 0 1 0 0 0 DAVE'S AIR 927 N 4180 RD HUGO OK 74743 AIR CONDITIONING AND HEAT SERVICES 156615 TOTAL CLEANING SERVICE 6530 VIRGINIA PKWY MCKINNEY TX 75071 CLEANING 128960 BLACKBURN PLUMBING 201 SHADY CREEK RD SUITE 107 DURANT OK 74701 PLUMBING 114945 SAMMIE BESHIRS 4531 COUNTY RD 32500 PARIS TX 75460 CONCRETE FINISHER 109406 4 17761328 71332 17832660 PROGRAM RECOVERIES 900099 3993854 3993854 PROGRAM FEES AND CONTRACTS 624200 2804497 2804497 6798351 148974 148974 760484 0 760484 760484 760484 3240 -3240 -3240 -3240 MISCELLANEOUS REVENUE 900099 120670 120670 120670 25657899 7679505 0 145734 214736 186820 27916 9303179 7847521 1455658 2199059 1794630 404429 767065 646358 120707 1477255 1352754 124501 228832 197497 31335 1553373 1495803 57570 256462 222130 34332 640525 597819 42706 98 98 540935 540935 2235205 576460 1658745 INDIRECT COSTS 2193995 2086172 107823 EQUIPMENT AND FACILITIE 1764795 1554332 210463 FOOD 1715849 1694773 21076 OTHER EXPENSES 372685 327068 45617 597767 571766 26001 26061815 21152001 4909814 0 11495739 9830482 2109775 1146358 966573 455 387426 1457434 26628 35815 16935338 8163077 7500616 8772261 440737 22486757 21683542 1533775 1116805 6129 4828 483 0 30019 1544732 1147307 X 18537944 20229575 2404081 306660 20942025 20536235 22486757 21683542 -403916 -1874 0 X X 0 1 X 1 1 1 X 15441475 16006863 17846476 0 17842972 67137786 15441475 16006863 17846476 17842972 67137786 67137786 726373 767919 793873 0 937741 3225906 70363692 0.95420 0.95590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 406080 406080 7743771 2498967 5244804 2175576 2083929 91647 1882556 655124 1227432 4727355 2925057 1802298 8772261 DEPOSITS SUBJECT TO REFUND 30019 30019 X 27413356 1654705 100752 1755457 25657899 0 25657899 27797541 1654705 81021 1735726 26061815 0 26061815 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS AN ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A SIMILAR STATE STATUTE AND IS NOT SUBJECT TO TAX AT THE ENTITY LEVEL FOR FEDERAL AND STATE INCOME TAX PURPOSES. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF FASB CODIFICATION TOPIC INCOME TAXES. FASB CODIFICATION TOPIC INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND REQUIRES THE ORGANIZATION TO RECOGNIZE IN THEIR FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UNDER AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS ASSESSED THE TAX POSITIONS OF THE ORGANIZATION AND DETERMINED THAT NO POSITIONS EXIST THAT REQUIRE ADJUSTMENT OR DISCLOSURE UNDER THE PROVISIONS OF FASB CODIFICATION TOPIC INCOME TAXES. THE ORGANIZATION FILES INFORMATIONAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) IN THE U.S. FEDERAL JURISDICTION AND OKLAHOMA. PART XI, LINE 2D - OTHER ADJUSTMENTS: SOCDC INTERCOMPANY PART XII, LINE 2D - OTHER ADJUSTMENTS: SOCDC INTERCOMPANY FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE TAX RETURN IS PROVIDED TO THE EXECUTIVE DIRECTOR AND THE BOARD OF DIRECTORS FOR REVIEW. A COPY IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS. DOCUMENTATION IS ON FILE IN THE ADMINISTRATIVE OFFICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL REVIEW AND TRAINING IS HELD DURING BOARD MEETING. BOARD MEMEBERS REVIEW A LIST OF EMPLOYEES, A LIST OF VENDORS, AND DISCLOSE ANY RELATIONS. POLICY AND DISCLOSURE ARE SIGNED. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A - BOARD MEMBERS REVIEW AND SET COMPENSATION FOR THE EXECTUIVE DIRECTOR ON AN ANNUAL BASIS. LINE 15B - OTHER STAFF ARE REVIEWED ANNUALLY, COMPENSATION IS SET ON PAY SCALE AND AVAILABILITY OF FUNDS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST DOCUMENTS MAY BE VIEWED IN THE ADMINISTRATION OFFICE. SOME DOCUMENTS ARE ANNUALLY POSTED ON THE WEBSITE INCLUDING AUDITS, FORM 990, AND AGENCY BUDGETS. THREE YEARS ARE READILY ACCESSIBLE VIA THE AGENCY WEBISTE. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE REVIEW PROCESS BELMONT PLACE SENIOR HOUSING 209 N 4TH ST HUGO OK 74743 731664924 HOUSING SERVICES OK 501(C)(3) LINE 7 0 CLAYTON PLACE SENIOR HOUSING 209 N 4TH ST HUGO OK 74743 202371051 HOUSING SERVICES OK 501(C)(3) LINE 7 0 KIAMICHI PLACE SENIOR HOUSING 209 N 4TH ST HUGO OK 74743 208359980 HOUSING SERVICES OK 501(C)(3) LINE 7 0 SOUTHEAST OKLAHOMA COMMUNITY DEVELOPMENT CORPORATION 209 N 4TH ST HUGO OK 74743 202554357 COMMUNITY AND NEIGHBORHOOD DEVELOPMENT OK 501(C)(3) LINE 7 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BELMONT PLACE SENIOR HOUSING D 217351 FAIR VALUE KIAMICHI PLACE SENIOR HOUSING D 123564 FAIR VALUE CLAYTON PLACE SENIOR HOUSING D 227562 FAIR VALUE SOUTHEAST OKLAHOMA COMMUNITY DEVELOPMENT D 522002 FAIR VALUE