Civic Intelligence

Lifestream Inc.

990 • Fiscal year 2017 • EIN 04-2743314

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 15, 2018

Organization ProfileLIFESTREAMINC.COM

View Organization Page

PO Box 50487New Bedford, MA 02745

(508) 993-1991

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.51x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.25x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

40th percentile

0.7%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$186,902

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

51st percentile

4.7%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

3.2%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$12,261,231

Up $555,515 (+4.7%) from 2016

Net Assets

Up

$6,036,539

Up $164,036 (+2.8%) from 2016

Liabilities

Up

$6,224,692

Up $391,479 (+6.7%) from 2016

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin40th percentile

Revenue

Up

$24,924,506

Up $780,695 (+3.2%) from 2016

Expenses

Up

$24,760,470

Up $752,707 (+3.1%) from 2016

Net Income

Up

$164,036

Up $27,988 (+21%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2017

Assets$12,261,231
Liabilities$6,224,692
Net Assets$6,036,539
Open 2017 Filing

Operations Trend

Revenue Growth45th percentile

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

2017

Revenue$24,924,506
Expenses$24,760,470
Net Income$164,036
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 15, 2018
Return Version
2016v3.1
Gross Receipts
$24,924,506
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.

Lifestream, inc. Provides a wide range of human services to enrich lives and promote independence for residents throughout southeastern massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,850,318$9,044,502▲ $194,184
Accounts Receivable$2,112,378$2,465,470▲ $353,092
Savings and Temporary Cash Investments$250,486$489,357▲ $238,871
Prepaid Expenses and Deferred Charges$235,861$251,321▲ $15,460
Cash and Non-Interest-Bearing Accounts$114,927$4,170▼ $110,757
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$11,705,716$12,261,231▲ $555,515
Other Assets Total$141,746$6,411▼ $135,335
Liabilities
Tax Exempt Bond Liabilities$4,119,659$4,265,138▲ $145,479
Accounts Payable and Accrued Expenses$1,176,324$1,559,876▲ $383,552
Mortgage Notes Payable Secured by Investment Property$537,230$399,678▼ $137,552
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$5,833,213$6,224,692▲ $391,479
Net Assets / Fund Balance
Unrestricted Net Assets$5,536,503$5,714,539▲ $178,036
Temporarily Rstr Net Assets$336,000$322,000▼ $14,000
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$5,872,503$6,036,539▲ $164,036
Total Liabilities and Net Assets / Fund Balance$11,705,716$12,261,231▲ $555,515

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,716,527$2,778,633$8,495,160
Equipment$465,368$2,414,352$2,879,720
Land$2,850,475-$2,850,475
Leasehold Improvements$12,132$326,455$338,587
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John a LatawiecPresident & CEOFT$141,224$45,678$186,902
Eric SilberzweigCFOFT$114,935$39,150$154,085
Bonnie MelloCOOFT$126,322$12,168$138,490

Board Members and Trustees

NameTitle
David FentressChair
Tia BullardVice Chair
Barbara WeatherfordDirector
Eric BraitmayerDirector
Jane StankiewiczDirector
Janice RobbinsDirector
Kathleen DowneyDirector
Leonard SullivanDirector
Pamela Macleod LimaDirector
Robert DowdDirector
Waleed MeleisDirector
Michele PrattSecretary
Timothy WarrenTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Patriot Pipline LLCConstruction218 MAIN STREET, Fairhaven, MA 02719$176,705
Revenue and Support

Revenue Composition

Contributions and Grants
$4,026
Program Service Revenue
$24,916,669
Investment Income
$3,811
Other Revenue
$0
All Other Contributions
$4,026
Change in Net Assets
$164,036

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,924,506
Total Revenue per Audited Statements
$24,924,506
Total Revenue per Form 990
$24,924,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$20,526,919
Other Expenses$4,233,551
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$14,838,567$951,155-$15,789,722
Other Employee Benefits$2,613,412$274,731-$2,888,143
Occupancy$1,361,477$32,342-$1,393,819
Payroll Taxes$1,277,173$108,930-$1,386,103
Other Expenses$275,172$241,284-$516,456
Depreciation Depletion$441,666$63,046-$504,712
Travel$428,291$31,924-$460,215
Fees for Services Other$278,619$103,162-$381,781
Current Officers, Directors, Trustees, and Key Employees-$306,820-$306,820
Interest$162,908$20,412-$183,320
Pension Plan Contributions$127,251$28,880-$156,131
Fees for Services Legal-$80,039-$80,039
Total Functional Expenses$22,494,718$2,265,752$0$24,760,470

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,760,470
Total Expenses per Audited Statements$24,760,470
Total Expenses per Form 990$24,760,470
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
Amassachusetts development finance agency2013-06-27$3,500,000SEE PART VI
Bmassachusetts development finance agency2016-05-01$1,800,000see part vi

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,500,000$3,257,717$0$80,539
B$1,640,233$1,057,498$0$62,502

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The 990 is reviewed by the president/ceo and the cfo. It is then reviewed by the board of directors. The 990 is then signed by the president/ceo.”

form 990, part VI, section B, line 12C

“Officers, directors, employees, suppliers and consultants must acknowledge and document their understanding of the conflict of interest policy on a form provided for that purpose each individual is required to acknowledge their conflicts every 2 years, throughout the year, the board and staff review transactions to ensure compliance with the policy. Form provided for that purpose each individual is required to acknowledge their conflicts every 2 years, throughout the year, the board and staff review transactions to ensure compliance with the policy.”

form 990, part VI, section B, line 15

“The salaried employees are placed on a salary scale which determines their salary range. They receive raises based upon an annual review the board determines the salry for the president/ceo.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflic of interest policy, form 990 and financial statements available to the public upon request. The form 990 can also be accessed via guidestar's and the massachusetts attorney general's websites. Governing documents are also available online via the secretary for the commonwealth of massachusetts corporate database.”

Filing and Contact Details

Filer

Filer Name
Lifestream Inc
EIN
04-2743314
In Care Of
% ERIC SILBERZWEIG
Phone
5089931991
Address
PO BOX 50487, NEW BEDFORD, MA 02745

Signing Officer

Name
John a Latawiec
Title
President
Signed
2018-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John a Latawiec
Formed
1976
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
701
Volunteers
0

Preparer

Firm
Bdo USA Llp
Address
ONE INTERNATIONAL PLACE, BOSTON, MA 02110
Preparer
Jeffrey Rogers
Phone
6174220700
Supplemental Narrative

Additional Explanations

form 990, part III, line 4D, other program services

“Employment and training services - provides career employment services for individuals receiving public assistance. Department of elementary and secondary education ("dese") family and direct support - the dese/dds program is designed to provide supplemental supports to children/young adults who have been determined to need services in order to stay at home and prevent a more restrictive educational or out of home residential placement.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm6KATHLEEN DOWNEY
IRS990/Form990PartVIISectionAGrp/PersonNm7JANE STANKIEWICZ
IRS990/Form990PartVIISectionAGrp/PersonNm8TIMOTHY WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm9PAMELA MACLEOD LIMA
IRS990/Form990PartVIISectionAGrp/PersonNm10BARBARA WEATHERFORD
IRS990/Form990PartVIISectionAGrp/PersonNm11LEONARD SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID FENTRESS
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN A LATAWIEC
IRS990/Form990PartVIISectionAGrp/PersonNm14ERIC SILBERZWEIG
IRS990/Form990PartVIISectionAGrp/PersonNm15BONNIE MELLO
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IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt15COO
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0LIFESTREAM, INC. PROVIDES A WIDE RANGE OF HUMAN SERVICES TO ENRICH LIVES AND PROMOTE INDEPENDENCE FOR RESIDENTS THROUGHOUT SOUTHEASTERN MASSACHUSETTS.
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IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1EQUIPMENT
IRS990/OtherExpensesGrp/Desc2PROGRAM AND ADMINISTRATIVE SU
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2241284
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IRS990/OtherExpensesGrp/ProgramServicesAmt1124554
IRS990/OtherExpensesGrp/ProgramServicesAmt2275172
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IRS990/OtherExpensesGrp/TotalAmt1139790
IRS990/OtherExpensesGrp/TotalAmt2516456
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt014838567
IRS990/OtherSalariesAndWagesGrp/TotalAmt015789722
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IRS990/PayrollTaxesGrp/TotalAmt01386103
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt028880
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0127251
IRS990/PensionPlanContributionsGrp/TotalAmt0156131
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IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
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IRS990/ProgSrvcAccomActy2Grp/Desc0Community & family supports - the community and family supports division provides customized supports to individuals living on their own or with family members. Within this division are the following programs: shared living, adult foster care, acquired brain injury, independent living and individual supports. the program operates 365 days a year and served 126 clients in the current fiscal year. Shared Living and Adult Foster Care Programs place individuals who meet the eligibility criteria with families to receive services 24/7. Supports are tailored to meet each persons unique need. Families are trained in all need areas to ensure the individuals receive optimal care and supervision while placed in the home. Acquired Brain Injury, Independent Living and Individual Supports provide a wide range of services to the individuals within the program. All services are based upon a comprehensive assessment and are driven by consumer input and interest. These services range from medical supports, financial management and assistance, nutritional education, behavioral supports, banking, grocery shopping, ADL supervision and community recreation.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03841594
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04105632
IRS990/ProgSrvcAccomActy3Grp/Desc0DAY PROGRAMS - Day Habilitation - Provides therapeutic, life skills, and community integration services for individuals with disabilities in three program locations as well as services for eligible individuals residing in area nursing homes. Supported Employment - Provides job training and placement services for individuals with disabilities in one program location. the program operates 260 days a year/5 days a week and served 20 clients in the current fiscal year.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03032479
IRS990/ProhibitedTaxShelterTransInd0false
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,261,231
Liabilities
$6,224,692
Net assets
$6,036,539
Revenue
$24,924,506
Expenses
$24,760,470
Net income
$164,036
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