2026-09-11T10:43:37-05:00 2025-12-31 710355269 LANDMARK PLC CPAS 3101 S 70TH STREET FORT SMITH AR 72903 990 2025-01-01 730772321 LIFT COMMUNITY ACTION AGENCY INC LIFT 5803263351 209 N 4TH ST HUGO OK 74743 REBECCA PORTER EXECUTIVE DIRECTOR/CEO 5803263351 2026-09-09 1 LETITIA S TALKINGTON P00082380 4794845740 2026-09-01 2025 REBECCA PORTER 209 N 4TH ST HUGO OK 74743 26706854 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. 24 24 516 1616 0 0 17832660 18288981 6798351 7842015 145734 255161 881154 6920 25657899 26393077 0 0 0 0 12484039 12462843 0 0 0 13577776 13538056 26061815 26000899 -403916 392178 21683542 23748641 1147307 2194518 20536235 21554123 X TO IMPROVE THE LIVES OF LOW-INCOME INDIVIDUALS AND FAMILIES THROUGH SERVICE AND COLLABORATION LEADING TO SELF-SUFFICIENCY. 0 0 10748914 4404457 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 144 INFANTS AND TODDLERS RECEIVED SERVICES THROUGH 3 CENTERS WITH A TOTAL OF 7CLASSROOMS. 244 INFANTS & TODDLERS RECEIVED SERVICES THROUGH 5 PARTNERSHIP LOCATIONS EARLY HEAD START/CHILD CARE PARTNERSHIP/EARLY LEARNING CENTERS WITH A TOTAL OF 13 CLASSROOMS. THE DAYCARE CLASSROOM AT BROKEN BOW EARLY LEARNING CENTER SERVED AN ADDITIONAL 35 CHILDREN AGES INFANT TO 12 YEARS. HEAD START 486 CHILDREN WERE PROVIDED HEAD START SERVICES IN 18 CLASSROOMS. CHILD AND ADULT CARE FOOD PROGRAM (CACFP) - PROVIDED TRAINING AND MONITORING TO 120 DAYCARE HOMES IN 38 COUNTIES. CACFP PROVIDERS RECEIVED REIMBURSEMENTS FOR SERVING NUTRIOUS MEALS. 3020498 1025563 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 VALLIANT, FOR A TOTAL OF 88 RENTAL UNITS. WEATHERIZATION 164 HOMES WERE WEATHERIZED ACROSS 12 COUNTIES. A TOTAL OF 241 CLIENTS BENEFITED WITH A COMBINED ANNUAL COST SAVINGS OF $26,129.17 TECHNICAL AND MANAGEMENT ASSISTANCE PROGRAMS T&MA STAFF PROVIDED TRAINING AND MONITORING TO 9 SELF-HELP HOUSING GRANTEES IN REGION II. 6 OF THE GRANTEES OPERATE A REPAIR AND REHAB GRANT TO PROVIDE TECHNICAL ASSISTANCE FOR HOMEOWNERS TO HAVE 5235605 1792148 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) 35 YOUTH WERE SERVED AND 3 NEW VOLUNTEERS TRAINED. HEALTHY START: THE SERVICE AREA 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, HELPING FAMILIES AND COMMUNITY MEMBERS GAIN VALUABLE KNOWLEDGE AND RESOURCES TO PROMOTE HEALTHIER OUTCOMES. WITHIN THE CALENDAR YEAR OF 2025, 263 PREGNANT WOMEN, 162 INTER-CONCEPTIONAL WOMEN, 32 DADS, 141 BABIES, BIRTH TO 11 MONTHS, 192 CHILDREN 12-18 MONTHS, AND 134 GROUP-BASED PARTICIPANTS, FOR A TOTAL OF 893 PARTICIPANTS SERVED. ON STAFF THERE IS ONE CERTIFIED LACTATION COUNSELOR, ONE PRENATAL AND POSTPARTUM DOULA, ONE CHILDBIRTH EDUCATION AND ONE PERINATAL NUTRITION EDUCATOR. RX FOR OKLAHOMA 8 INDIVIDUALS WERE ASSISTED IN GETTING THEIR PRESCRIPTIONS FOR FREE OR REDUCED COST. VITA SERVED 178 CLIENTS WITHIN THE THREE COUNTIES. VICTIMS ADVOCACY SERVICES PROVIDES SUPPORT SERVICES FOR VICTIMS OF CRIME. 54 VICTIMS WERE SERVED IN 2025. 1,475 VICTIMS RECEIVED SERVICES SINCE INCEPTION IN JULY 2015. COMMUNITY SERVICES ADDED IN 2025 INCLUDE THE OPERATION AND FUNDING OF THE CORE DAD PROGRAM IN CHOCTAW, MCCURTAIN, AND PUSHMATAHA COUNTIES. CORE DAD USES THE 24:7 DAD CURRICULUM TO STRENGTHEN FATHER FIGURES AND THE FAMILY UNITS. IN 2025, CHOCTAW COUNTY HAD 26 PARTICIPANTS COMPLETE THE CURRICULUM, PUSHMATAHA 24 PARTICIPANTS, AND MCCURTAIN HAD 13 PARTICIPANTS COMPLETED. THE EXPANSION OF SERVICES ALSO INCLUDED THE FUNDING OF THE CHOOSING CHILDBIRTH PROGRAM. THE CCB PROGRAM AIMS TO PROVIDE COMPREHENSIVE SUPPORT, INCLUDING SERVICES THAT EMPOWER WOMEN/PARENTS TO CHOOSE CHILDBIRTH. DIRECT SERVICES, RESOURCES, AND EDUCATION IS PROVIDED TO PREGNANT WOMEN AND THOSE PLANNING TO BECOME PREGNANT. IN 2025, 125 WOMEN WERE SERVED RECEIVING SERVICES INCLUDING MATERNAL MENTAL HEALTH, CHILD AND MOTHER MENTAL HEALTH, AGES AND STAGES SUPPORT, AND SAFE SLEEP AWARENESS. 2510225 626767 OTHER PROGRAM SERVICES 4: TRANSPORTATION - TRANSPORTATION - PROVISION OF PUBLIC TRANSPORTATION SERVICES, FUNDED BY FEDERAL GRANTS, LOCAL CONTRACTS, AND PARTICIPATION FEES. TRANSPORTATION EXPENSES ARE APPROXIMATELY 7% OF PROGRAM SERVICE EXPENSES. 321,073 MILES WERE DRIVEN WITH ACCOUNTING FOR 56,045 PASSENGER TRIPS PROVIDED BY A FLEET OF 34 VEHICLES. ELDERLY CLIENTS WERE SERVED WITH 15,048 TRIPS AND 6,948 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 2025, WE ASSISTED 40 NON-PROFIT AGENCIES IN THOSE STATES IN SUBMITTING 25 PACLAGERS TO RURAL DEVELOPMENT FOR REVIEW. STATE PARKS OPERATED BY LIFT INCLUDE: CLAYTON LAKE STATE PARK, HUGO LAKE STATE PARK, AND RAYMOND GARY STATE PARK. OTHER PROGRAM SERVICES 5: EMERGENCY ASSISTANCE - LOCAL DONATIONS TO THE LIFT EMERGENCY FUND AND THROUGH SALVATION ARMY BELL RINGING, A TOTAL OF 28 INDIVIDUALS/FAMILIES RECEIVED MUCH NEEDED EMERGENCY ASSISTANCE. SAFE PLACE HEALING HEARTS - SERVED 57 VICTIMS IN AREAS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, DATING VIOLENCE, AND STALKING VICTIMS. SINCE INCEPTION IN 2017 A TOTAL OF 2,244 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 53 INDIVIDUALS IN 2025, 35 OBTAINED THEIR HIGH SCHOOL DIPLOMA AND CONSTRUCTION CERTIFICATION. EACH PARTICIPANT RECEIVES OSHA 10, CPR/FIRST AID TRAINING. THE WORK READY OKLAHOMA CENTER LOCATED IN IDABEL, PROVIDED EDUCATION AND EMPLOYMENT TRAINING TO 149 PARTICIPANTS, HAVING SUCCESSFUL COMPLETIONS RESULTING IN CLIENTS OBTAINING THEIR LONG-TERM DREAM OF OBTAINING CDL FOR A TRUCKING CAREER; FORMER CRIMINALS GAINING SKILLFUL EMPLOYMENT AND REBUILDING THEIR DREAMS; AND OTHERS INCREASING THEIR EDUCATION AND BUILDING SUCCESSFUL CAREERS WITH A RENEWED HOPE OF WANTING TO PROVIDE FOR THEIR FAMILIES. THE FAMILY RESOURCE CENTER (FRC) SERVED 635 FAMILIES FROM JANUARY THROUGH DECEMBER 2025. THE GOAL OF THE FRC IS TO STRENGTHEN FAMILIES BY CONNECTING THEM TO ESSENTIAL RESOURCES, PROMOTING PARENT EDUCATION, AND SUPPORTING HEALTHY CHILD DEVELOPMENT. THROUGH THE FRC, WE PROVIDE FOOD ASSISTANCE, HYGIENE AND HOUSEHOLD ESSENTIALS, TRANSIT RIDER CARDS, PARENT EDUCATION TRAINING, RESOURCE NAVIGATION AND REFERRALS, CHILD DEVELOPMENT MATERIALS, AND DEVELOPMENTAL SCREENINGS FOR CHILDREN. OTHER PROGRAM SERVICES 6: TRI-COUNTY OPIOD- IN 2025, PROVIDED TRAINING THAT INCLUDED OVERDOSE SIGNS & SYMPTOMS, NARCAN ADMINISTRATION, FOLLOW UP CARE, RESOURCES FOR SUBSTANCE ABUSE & MENTAL HEALTH NEEDS, PROPER DISPOSAL OF MEDICATIONS, AS WELL AS THE HOPE + SUPPORT = SUCCESS SEMINAR. TRAINING WAS RECEIVED BY 79 PROFESSIONALS INCLUDING LAW ENFORCEMENT, FIRST RESPONDERS, GAME WARDENS, FIRE DEPARTMENTS, AND LICENSED COUNSELORS/THERAPIST; 80 LOCAL EDUCATIONAL STAFF; 10 COMMUNITY MEMBERS, INCLUDING THE BIKERS AGAINST CHILD ABUSE; AND 76 STUDENTS. EVENTS IN THE COMMUNITY AND AREA SCHOOLS, PROVIDED CONTACT WITH 190 COMMUNITY MEMBERS AND 1,094 YOUTH COMMUNITY MEMBERS AS WELL AS 73 POUNDS OF MEDICATION TAKEN FOR PROPER DISPOSAL. SUPPLIES PROVIDED TO COMMUNITY MEMBERS AND ORGANIZATIONS: 182 CPR PPE; 107 FENTANYL TESTING KITS; 107 FIRST AID KITS; 78 LOCK BOXES FOR SAFE STORAGE OF MEDICATION; 385 NARCAN; 40 SHARPS CONTAINERS AND 50 ESSENTIAL BACKPACKS FOR THE UNHOUSED. 2510225 626767 21515242 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 101 0 1 516 1 0 0 0 0 0 0 0 0 0 0 X 24 24 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 2.00 X 0 0 0 BRAD BURGETT VICE CHAIRMAN 2.50 X X 0 0 0 COLBY BRYANT BOARD MEMBER 2.00 X 0 0 0 KEVIN CORY BOARD MEMBER 2.00 X 0 0 0 SHADE DILL BOARD MEMBER 2.00 X 0 0 0 BRENT FRANKS BOARD MEMBER 2.00 0.50 X 0 0 0 BRADLEY GERNAND BOARD MEMBER 2.00 X 0 0 0 DAVID HAWKINS BOARD MEMBER 2.00 0.50 X 0 0 0 ANDREA HENKEL BOARD MEMBER 2.00 X 0 0 0 JORDAN HILL BOARD MEMBER 2.00 X 0 0 0 JIA JOHNSON BOARD MEMBER 2.00 X 0 0 0 SHARON JOHNSON BOARD MEMBER 2.00 X 0 0 0 VICKIE LEATHERS BOARD MEMBER 2.00 X 0 0 0 KRISTI GRAHAM BOARD MEMBER 2.00 X 0 0 0 LORI GREER BOARD MEMBER 2.00 X 0 0 0 SANDRA MEEKS SECRETARY/TREASURER 2.50 0.50 X 0 0 0 CAROLYN POOL BOARD MEMBER 2.00 X 0 0 0 DAVID SMITH BOARD MEMBER 2.00 0.50 X 0 0 0 WILLIAM SMITH CHAIRMAN 2.00 0.50 X X 0 0 0 CONSUELO SPLAWN BOARD MEMBER 2.00 X 0 0 0 JIM BOB SULLIVAN BOARD MEMBER 2.00 X 0 0 0 VICKY WADE BOARD MEMBER 2.00 X 0 0 0 DEBRA WILLIAMS BOARD MEMBER 2.00 X 0 0 0 CRAIG YOUNG BOARD MEMBER 2.00 X 0 0 0 REBECCA PORTER EXECUTIVE DIRECTOR 40.00 X 144011 0 0 SHEREE ENSLEY FISCAL OFFICER 40.00 X 92880 0 0 236891 0 0 1 0 0 0 SAMMIE BESHIRS 206 FM 906 EAST POWDERLY TX 75473 CONCRETE FINISHER 169579 DAVE'S AIR 927 N 4180 RD HUGO OK 74743 AIR CONDITIONING AND HEAT SERVICES 145235 PAUL J BROCK 3257 E 2058 RD SAWYER OK 74756 ELECTRICAL 119954 MATTHEW GARRETT PO BOX 43 ANTLERS OK 74523 LANDSCAPING 109295 4 18096368 192613 18288981 PROGRAM RECOVERIES 900099 3884668 3884668 PROGRAM FEES AND CONTRACTS 624200 3031669 3031669 RENTAL INCOME 531110 925678 925678 7842015 137329 137329 418966 301134 117832 117832 117832 19563 12643 6920 6920 26393077 7848935 0 255161 236891 208464 28427 9225473 8136841 1088632 2236290 1923245 313045 764189 678728 85461 1889874 1622543 267331 346155 321532 24623 821619 783665 37954 1054274 997386 56888 550165 504426 45739 632062 632062 2113848 538873 1574975 INDIRECT COSTS 1946617 1850800 95817 FOOD 1616100 1609236 6864 EQUIPMENT AND FACILITIE 1298690 1125833 172857 OTHER EXPENSES 674095 650434 23661 594557 563236 31321 26000899 21515242 4485657 0 9830482 9843296 1146358 2368474 455 676 1457434 1364756 35815 146241 15990197 7495463 8772261 8494734 440737 0 1530464 21683542 23748641 1116805 1180350 483 982213 30019 31955 1147307 2194518 X 20229575 21245399 306660 308724 20536235 21554123 21683542 23748641 392178 625710 0 X X 0 1 X 1 1 1 X 16006863 17846476 0 17842972 18295901 69992212 16006863 17846476 17842972 18295901 69992212 69992212 767919 793873 0 937741 1063007 3562540 73554752 0.95160 0.95420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 391080 391080 8520718 2524831 5995887 2175576 2096601 78975 1827735 722905 1104830 3075088 2151126 923962 8494734 PROPERTY HELD FOR SALE 1530464 1530464 DEPOSITS SUBJECT TO REFUND 31955 31955 X 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. 19563 12643 0 19563 12643 12643 6920 OK 0 THE ORGANIZATIN IS NOT LICENSED IN THE STATE OF OKLAHOMA FOR GAMING ACTIVITIES DUE TO THE ORGANIZATION HOSTING FEWER THAN FOUR EVENTS A YEAR. 0 0 0 0 0 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 181588 FAIR VALUE KIAMICHI PLACE SENIOR HOUSING D 123564 FAIR VALUE CLAYTON PLACE SENIOR HOUSING D 249296 FAIR VALUE SOUTHEAST OKLAHOMA COMMUNITY DEVELOPMENT D 522002 FAIR VALUE