Civic Intelligence

Lifestream Inc.

990 • Fiscal year 2011 • EIN 04-2743314

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 08, 2011

444 Myrtle Street02745
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.49x

Higher debt load relative to assets than 68% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$9,126,600

No earlier filing loaded for comparison.

Net Assets

$4,666,609

No earlier filing loaded for comparison.

Liabilities

$4,459,991

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$17,290,837

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $9,126,600Liabilities 2011: $4,459,991Net Assets 2011: $4,666,6092011Assets 2012: $9,260,964Liabilities 2012: $4,316,804Net Assets 2012: $4,944,1602012Assets 2013: $10,046,159Liabilities 2013: $4,944,215Net Assets 2013: $5,101,9442013Assets 2014: $10,502,067Liabilities 2014: $5,206,518Net Assets 2014: $5,295,5492014Assets 2015: $11,453,668Liabilities 2015: $5,717,213Net Assets 2015: $5,736,4552015Assets 2016: $11,705,716Liabilities 2016: $5,833,213Net Assets 2016: $5,872,5032016Assets 2017: $12,261,231Liabilities 2017: $6,224,692Net Assets 2017: $6,036,5392017Assets 2018: $12,513,293Liabilities 2018: $6,099,200Net Assets 2018: $6,414,0932018Assets 2019: $12,165,062Liabilities 2019: $5,849,030Net Assets 2019: $6,316,0322019Assets 2020: $13,678,319Liabilities 2020: $6,892,593Net Assets 2020: $6,785,7262020Assets 2021: $18,447,897Liabilities 2021: $10,582,395Net Assets 2021: $7,865,5022021Assets 2022: $21,369,630Liabilities 2022: $7,361,470Net Assets 2022: $14,008,1602022Assets 2023: $23,925,148Liabilities 2023: $9,370,064Net Assets 2023: $14,555,0842023Assets 2024: $23,202,083Liabilities 2024: $7,848,835Net Assets 2024: $15,353,2482024Assets 2025: $27,877,169Liabilities 2025: $10,089,795Net Assets 2025: $17,787,3742025

Highlighted filing

2011

Assets$9,126,600
Liabilities$4,459,991
Net Assets$4,666,609

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $17,290,8372011Revenue 2012: $17,688,111Expenses 2012: $17,410,560Net Income 2012: $277,5512012Revenue 2013: $18,161,791Expenses 2013: $18,004,007Net Income 2013: $157,7842013Revenue 2014: $19,689,460Expenses 2014: $19,495,855Net Income 2014: $193,6052014Revenue 2015: $23,063,943Expenses 2015: $22,623,037Net Income 2015: $440,9062015Revenue 2016: $24,143,811Expenses 2016: $24,007,763Net Income 2016: $136,0482016Revenue 2017: $24,924,506Expenses 2017: $24,760,470Net Income 2017: $164,0362017Revenue 2018: $26,188,714Expenses 2018: $25,811,160Net Income 2018: $377,5542018Revenue 2019: $26,918,627Expenses 2019: $27,016,688Net Income 2019: -$98,0612019Revenue 2020: $29,607,351Expenses 2020: $29,137,657Net Income 2020: $469,6942020Revenue 2021: $30,394,531Expenses 2021: $29,314,755Net Income 2021: $1,079,7762021Revenue 2022: $38,919,251Expenses 2022: $32,776,593Net Income 2022: $6,142,6582022Revenue 2023: $34,922,542Expenses 2023: $34,375,618Net Income 2023: $546,9242023Revenue 2024: $37,780,450Expenses 2024: $36,982,286Net Income 2024: $798,1642024Revenue 2025: $44,928,903Expenses 2025: $42,494,777Net Income 2025: $2,434,1262025

Highlighted filing

2011

Revenue-
Expenses$17,290,837
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 8, 2011
Return Version
2010v3.4
Gross Receipts
$17,563,580
Mission and Program Overview

Mission

Lifestream, inc. (the organization") provides community-based services that support individuals in attaining greater independence, promising opportunities, and lives that are meaningful and fulfilling on their own terms.

Major Activities

Activity 2
Training and employment services - we offer training, placement assistance, and workplace counseling. Our health care candidates receive extensive training and participate in state certification programs including cna, chha, and first aid/cpr. We provide job readiness training. Our staff helps individuals ain the personal and professional skills needed to succeed on the job. Our career choice clients fill entry-level and more skilled positions in sales, data entry, manufacturing, product distribution, and hospitality. Support continues long after the candidate accepts a position. Lifestream cndidates already have a support system in place when they begin a new position. Lifestream helps secure state sponsored childcare and transportation for the participant, eliminating many barriers to successful employment for the typical candidate. The program operates 260 days a year/5 days a week and served 410 clients in the current fiscal year.
Activity 3
Day habilitation - lifestream's day habilitation programs provide medicaid funded support services for adults with disabilities residing throughout southeastern massachusetts. Each center provides an individually tailored, goal oriented program to meet the often challenging needs of people requiring enhanced assistance and support. In addition to experiencd and trained staff members, nursing services and therapy specialists are available at each program location to evaluate and provide clinical supports. Since 1981 the organization has successfully provided individualized medical, therapeutic, and developmental training services to meet the needs of challenged adults. The goals of these services are to maintain and enhance personal health as well as foster the greatest degree of personal independence possible for each person. Each consumer program is individualized for each participant. The program operates 260 days a year/5 days a week and served 186 clients in the current fiscal year.
Filing and Contact Details

Filer

EIN
04-2743314
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IRS990/Activity2/Description0TRAINING AND EMPLOYMENT SERVICES - WE OFFER TRAINING, PLACEMENT ASSISTANCE, AND WORKPLACE COUNSELING. OUR HEALTH CARE CANDIDATES RECEIVE EXTENSIVE TRAINING AND PARTICIPATE IN STATE CERTIFICATION PROGRAMS INCLUDING CNA, CHHA, AND FIRST AID/CPR. WE PROVIDE JOB READINESS TRAINING. OUR STAFF HELPS INDIVIDUALS AIN THE PERSONAL AND PROFESSIONAL SKILLS NEEDED TO SUCCEED ON THE JOB. OUR CAREER CHOICE CLIENTS FILL ENTRY-LEVEL AND MORE SKILLED POSITIONS IN SALES, DATA ENTRY, MANUFACTURING, PRODUCT DISTRIBUTION, AND HOSPITALITY. SUPPORT CONTINUES LONG AFTER THE CANDIDATE ACCEPTS A POSITION. LIFESTREAM CNDIDATES ALREADY HAVE A SUPPORT SYSTEM IN PLACE WHEN THEY BEGIN A NEW POSITION. LIFESTREAM HELPS SECURE STATE SPONSORED CHILDCARE AND TRANSPORTATION FOR THE PARTICIPANT, ELIMINATING MANY BARRIERS TO SUCCESSFUL EMPLOYMENT FOR THE TYPICAL CANDIDATE. THE PROGRAM OPERATES 260 DAYS A YEAR/5 DAYS A WEEK AND SERVED 410 CLIENTS IN THE CURRENT FISCAL YEAR.
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IRS990/Activity3/Description0DAY HABILITATION - LIFESTREAM'S DAY HABILITATION PROGRAMS PROVIDE MEDICAID FUNDED SUPPORT SERVICES FOR ADULTS WITH DISABILITIES RESIDING THROUGHOUT SOUTHEASTERN MASSACHUSETTS. EACH CENTER PROVIDES AN INDIVIDUALLY TAILORED, GOAL ORIENTED PROGRAM TO MEET THE OFTEN CHALLENGING NEEDS OF PEOPLE REQUIRING ENHANCED ASSISTANCE AND SUPPORT. IN ADDITION TO EXPERIENCD AND TRAINED STAFF MEMBERS, NURSING SERVICES AND THERAPY SPECIALISTS ARE AVAILABLE AT EACH PROGRAM LOCATION TO EVALUATE AND PROVIDE CLINICAL SUPPORTS. SINCE 1981 THE ORGANIZATION HAS SUCCESSFULLY PROVIDED INDIVIDUALIZED MEDICAL, THERAPEUTIC, AND DEVELOPMENTAL TRAINING SERVICES TO MEET THE NEEDS OF CHALLENGED ADULTS. THE GOALS OF THESE SERVICES ARE TO MAINTAIN AND ENHANCE PERSONAL HEALTH AS WELL AS FOSTER THE GREATEST DEGREE OF PERSONAL INDEPENDENCE POSSIBLE FOR EACH PERSON. EACH CONSUMER PROGRAM IS INDIVIDUALIZED FOR EACH PARTICIPANT. THE PROGRAM OPERATES 260 DAYS A YEAR/5 DAYS A WEEK AND SERVED 186 CLIENTS IN THE CURRENT FISCAL YEAR.
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IRS990/MissionDescription0LIFESTREAM, INC. PROVIDES A WIDE RANGE OF HUMAN SERVICES TO ENRICH LIVES AND PROMOTE INDEPENDENCE FOR RESIDENTS THROUGHOUT SOUTHEASTERN MASSACHUSETTS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY04023358
IRS990/MortNotesPyblSecuredInvestProp/EOY03511964
IRS990/NameOfPrincipalOfficerPerson0JOHN A LATAWIEC
IRS990/NbrIndependentVotingMembers015
IRS990/NbrVotingGoverningBodyMembers015
IRS990/NbrVotingMembersGoverningBody015
IRS990/NetAssetsOrFundBalancesBOY04393866
IRS990/NetAssetsOrFundBalancesEOY04666609
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096038
IRS990/NumberIndependentVotingMembers015
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IRS990/NumberOfContractorsGT100K03
IRS990/NumberOfEmployees0506
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IRS990/OtherExpenses/Description0PROGRAM SUPPLIES AND MA
IRS990/OtherExpenses/Description1MINOR EQUIPMENT, FURNIS
IRS990/OtherExpenses/Description2DUES, SUBSCRIPTIONS AND
IRS990/OtherExpenses/Description3NEWSLETTER AND ANNUAL R
IRS990/OtherExpenses/Description4MISCELLANEOUS EXPENSE
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IRS990/OtherExpenses/ManagementAndGeneral211306
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IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
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IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years02300
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years05128
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years01625
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$27.9$10.1$17.8$44.9$42.5$2.43
2024Detailed filing. Detailed filing data is available for this year.$23.2$7.85$15.4$37.8$37.0$0.80
2023Detailed filing. Detailed filing data is available for this year.$23.9$9.37$14.6$34.9$34.4$0.55
2022Detailed filing. Detailed filing data is available for this year.$21.4$7.36$14.0$38.9$32.8$6.14
2021Detailed filing. Detailed filing data is available for this year.$18.4$10.6$7.87$30.4$29.3$1.08
2020Detailed filing. Detailed filing data is available for this year.$13.7$6.89$6.79$29.6$29.1$0.47
2019Detailed filing. Detailed filing data is available for this year.$12.2$5.85$6.32$26.9$27.0$0.10
2018Detailed filing. Detailed filing data is available for this year.$12.5$6.10$6.41$26.2$25.8$0.38
2017Detailed filing. Detailed filing data is available for this year.$12.3$6.22$6.04$24.9$24.8$0.16
2016Detailed filing. Detailed filing data is available for this year.$11.7$5.83$5.87$24.1$24.0$0.14
2015Detailed filing. Detailed filing data is available for this year.$11.5$5.72$5.74$23.1$22.6$0.44
2014Detailed filing. Detailed filing data is available for this year.$10.5$5.21$5.30$19.7$19.5$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$4.94$5.10$18.2$18.0$0.16
2012Summary only. Only limited summary data is available for this year.$9.26$4.32$4.94$17.7$17.4$0.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.13$4.46$4.67$17.3