2018-11-12T17:03:30-07:00 2017-12-31 990 2017-01-01 314379494 LIFECARE ALLIANCE LIFE 6142783130 1699 West Mound Street Columbus OH 43223 Charles Gehring CEO/President 6142783130 2018-11-15 96.11.186.20 2017 2019-02-21 02:37:17Z Charles W Gehring 1699 West Mound Street Columbus OH 43223 14078131 0 X www.lifecarealliance.org X 1898 OH LifeCare Alliance's mission is to lead the community in identifying and delivering health and nutrition services to meet the community's changing needs. In 2017, LifeCare Alliance served over 20,000 clients. 38 38 295 7600 835609 -288145 5492641 4990985 8343952 8771911 83443 161973 0 0 13920036 13924869 346021 466095 0 0 6783110 7760196 0 0 606020 5476479 5938744 12605610 14165035 1314426 -240166 19749074 23706256 1251804 1319485 18497270 22386771 X LifeCare Alliance's mission is to lead the community in identifying and delivering health and nutrition services to meet the community's changing needs. In 2017, LifeCare Alliance served over 20,000 clients. 1 0 6666717 7498033 NUTRITION SERVICES: Meals-on-Wheels provides nourishing food and a daily visit to homebound, older adults and individuals living with a medical challenge and/or disability, 365 days a year. We deliver 5,000 meals a day throughout Franklin, Madison, Marion, Champaign, and Logan Counties - with meal options including hot, cold, frozen, specialty diet, kosher, vegetarian, pureed and mechanical soft. Our meal services keep our neighbors and loved one in their own homes. Volunteers are the heart of Meals on Wheels. In 2017, 7,600 volunteers donated 187,433 hours and nearly 362,135 miles. Carrie's Café, our premiere Senior Dining Center, has been recognized as a national model in congregate dining, providing socialization, enriching programming, and nutritious meals. We operate over 40 community dining centers throughout Central Ohio, including culturally diverse meals at 11 Asian and Somali restaurants. Transportation is available to most locations. Our Groceries-to-Go food pantry provides groceries, personal hygiene items, and household cleaning supplies to clients of Project OpenHand-Columbus and the Columbus Cancer Clinic living with active HIV/AIDS or cancer. In 2017, 117,108 meals, 13,012 pantry visits were served to 881 households. Project OpenHand-Columbus also provides home-delivered, nutritionally enriched meals, assessments, counseling, and congregate meals to men, women, and children living with active HIV/AIDS. Senior Farmers' Market is a USDA-funded program that provides coupons to older adults (60+). Recipients are able to purchase fresh, unprepared, locally grown fruits, vegetables, herbs, and honey from partnering markets and roadside stands. LifeCare Alliance administers the program in partnership with the Central Ohio Area Agency on Aging in Franklin, Fairfield, Fayette, Licking, Madison, Pickaway, and Union Counties. 3833115 2697462 HEALTH AND SUPPORT SERVICES: The Central Ohio Diabetes Association (CODA) provides self-management education and support for living with diabetes or pre-diabetes, medically supervised camps for youth, screening and awareness for those whose condition is unknown, and prevention for those at-risk for type 2 and complications. CODA's high quality education and programming support the family while navigating a diabetes diagnosis. Its signature camp programs welcome ages 3 - 17 from across Ohio to learn how to take control, connect with a community of support, and live well! In 2017, 1,718 individuals were served through diabetes prevention and/or nutrition education, 152 children, aged 14-17, attended Kids Camp, Stepping Stones, and Camp Hamwi. The Columbus Cancer Clinic provides prevention, detection, support, and hope for individuals battling cancer. The Clinic accepts all insurance, as well as serves low-income, underinsured, or uninsured individuals, regardless of ability to pay. Services include prevention education, early detection, head-to-toe screenings, examination, mammograms, and home care support. In 2017, 768 mammograms and 592 cancer screenings were provided. The Community Wellness Centers provide health care located in areas where the residents are underserved, have limited access to health care, or limited financial resources. Registered Nurses and Registered Dietitians provide assessments, nursing care, and screening tests with a focus on education, disease prevention and management, nutrition therapy, and weight and diabetes management. In 2017, the program served 2,597 clients through 5,326 visits to Wellness Centers. The Help-at-Home program provides personal care assistants and direct support care workers who assists with daily living activities, bathing, fall prevention, and basic household chores. The Help-at-Home staff works with a network of community contacts to ensure that clients can access appropriate services. In 2017, the program provided 35,129 hours of services for 659 clients. The Senior PetCare program gives clients the opportunity to care for their companion pets as they remain independent in their homes. The program delivers pet food and supplies directly to clients' homes through the AniMeal routes, as well as provides in-home and veterinary pet care. In 2017, the program took care of 511 pets for 445 clients. The Beat the Heat Fan Campaign provides box fans to central Ohioans each summer, helping to prevent heat-related health incidents. Our CHORES support service coordinates home repair projects fir clients in need of safety and health-related maintenance. 1939890 1491781 SOCIAL ENTERPRISE: L.A. Catering - Great catering for a great cause. LifeCare Alliance serves an additional 500 clients a year by reinvesting proceeds from its social enterprise. Using the culinary expertise of the Agency's meal programs, L.A. Catering provides full-service, quality catering at your facility or ours. Our facility offers adjustable room space, free parking, and complete staging and audio/visual capabilities. The Meals-for-Kids program delivers well balanced, nutritious meals to afterschool programs, daycare centers, and charter schools, throughout central Ohio. L.A. Wellness Works, LifeCare Alliance's corporate wellness program is designed to meet the wellness needs of employees through health, nutrition, and education services. L.A. Wellness Works helps companies to achieve wellness goals and improve the bottom line, using proven methods to encourage wellness behaviors. LifeCare Alliance provides international travelers with the vaccines they need at competitive pricing. IMPACT Safety offers low-cost training to people of all ages. This programming teaches safety skills such as strengthening resolve, expanding choices, and transforming fear into courage. IMPACT Safety also provides courses on safety policy, protocol implementation, and safety awareness skills. LifeCare Alliance offers background checks, including BCI and FBI fingerprinting. Background checks are offered by appointment and are available at competitive prices. 0 0 0 12439722 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 192 0 1 295 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X X Mildred Gain 6142783130 1699 West Mound Street Columbus OH 43223 Brian X Tierney Chair 1 0 X 0 0 0 Kent C Hess Vice Chair 1 0 X 0 0 0 Terry A Boyd Secretary 1 0 X 0 0 0 Dino D Lanno Treasurer 1 0 X 0 0 0 Vinson M Yates Assistant Treasurer 1 0 X 0 0 0 Joseph W Cole II Immediate Past Chair 1 0 X 0 0 0 Patricia M Ammendola Board Member 1 0 X 0 0 0 Philip B Bartlett Board Member 1 0 X 0 0 0 The Honorable Kimberly J Brown Board Member 1 0 X 0 0 0 Hugh C Cathey Board Member 1 0 X 0 0 0 Robert O Click Board Member 1 0 X 0 0 0 Karen S Cookston Board Member 1 0 X 0 0 0 Timothy J Cotter Board Member 1 0 X 0 0 0 Sanjay Dudaney Board Member 1 0 X 0 0 0 Robert L Fenner Board Member 1 0 X 0 0 0 Todd M Davis Board Member 1 0 X 0 0 0 Elizabeth A Haselwood Board Member 1 0 X 0 0 0 Rev Monsignor Joseph M Hendricks Board Member 1 0 X 0 0 0 Carl W Levander Board Member 1 0 X 0 0 0 T Earl LeVere Board Member 1 0 X 0 0 0 Patricia A McKnight Board Member 1 0 X 0 0 0 Marie M Mead Board Member 1 0 X 0 0 0 Jay R Meglich CPA Board Member 1 0 X 0 0 0 Paul A Naumoff Board Member 1 0 X 0 0 0 Colleen K Nissl Board Member 1 0 X 0 0 0 Steve A Niswonger Board Member 1 0 X 0 0 0 Suzanne Q Perry Board Member 1 0 X 0 0 0 Denise M Robinson Board Member 1 0 X 0 0 0 William Rozich Board Member 1 0 X 0 0 0 Donna M Ruscitti Board Member 1 0 X 0 0 0 Erin Kelley Shannon Board Member 1 0 X 0 0 0 Thomas P Skoog Board Member 1 0 X 0 0 0 David C Tiggett Board Member 1 0 X 0 0 0 Bobbie Trittschuh Board Member 1 0 X 0 0 0 Thomas H Welch Board Member 1 0 X 0 0 0 Steve E Werman Board Member 1 0 X 0 0 0 Timothy O Wiechers Board Member 1 0 X 0 0 0 Randolph C Wiseman Board Member 1 0 X 0 0 0 CWGehring-JGregory-MGain-KFallon Pres/CEO, SVP/Oper, VP/CFO, VP/Advancement 45 0 X 645135 0 45052 645135 0 45052 3 0 1 0 0 0 0 341157 0 876124 3773704 0 4990985 Contracts for Services 900099 1796666 961057 835609 0 Self Fees 624120 136078 136078 0 0 Third Party Payments 621399 38353 38353 0 0 Fees and contracts from government agencies 624120 6743904 6743904 0 0 Medicare and Medicaid 621990 18654 18654 0 0 38256 38256 0 0 8771911 161973 0 0 161973 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 0 0 153262 341157 153262 0 0 0 0 13924869 7936302 835609 161973 0 0 466095 466095 0 0 0 0 741384 261805 323352 156227 0 0 0 0 5928746 5289294 375807 263645 84429 71055 6620 6754 596979 526745 32226 38008 408658 375526 15283 17849 0 0 0 0 11208 124 11084 0 52913 8000 44913 0 0 0 0 0 0 0 0 0 0 0 161839 108125 53714 0 46404 24663 275 21466 146684 96180 16712 33792 56695 13423 43272 0 0 0 0 0 351753 315445 22416 13892 319802 308774 4418 6610 0 0 0 0 68345 37898 24397 6050 0 0 0 0 0 0 0 0 732387 649924 63777 18686 93762 59681 32115 1966 Transportation 630029 630029 0 0 Program supplies 440580 440580 0 0 Food and meal contracts 2298399 2298399 0 0 Repairs and maintenance 247644 233347 7754 6543 280300 224610 41158 14532 14165035 12439722 1119293 606020 1490663 1767972 1981993 1167887 106964 104145 840574 733377 0 0 0 0 350000 250000 153099 177722 310696 217742 17837840 8892456 8083017 8945384 0 0 6076560 9964931 0 0 0 0 355508 377096 19749074 23706256 969399 1140975 0 0 234078 132560 0 0 0 0 0 0 0 0 0 0 48327 45950 1251804 1319485 X 12436374 15632296 4946883 5414993 1114013 1339482 18497270 22386771 19749074 23706256 X -240166 1054267 0 0 0 3075400 X 0 1 X 1 1 1 X 3423019 3764353 3693551 5492641 4990985 21364549 0 0 0 0 0 0 0 0 0 0 3423019 3764353 3693551 5492641 4990985 21364549 21364549 59491 135327 99256 83443 161973 539490 0 0 0 0 0 0 0 0 0 0 21904039 0.97537 0.97813 X 6076560 3474786 513585 0 100000 0 9964931 5449648 628622 98290 0 100000 0 6076560 5299575 230000 20073 0 100000 0 5449648 4976662 210000 292913 0 180000 0 5299575 3332902 0 1779760 0 136000 0 4976662 0.219 0.646 0.135 1 0 270000 0 270000 12617960 0 4424358 8193602 0 0 0 0 4949880 0 4468098 481782 0 0 0 0 8945384 0 F 0 F Money Market Funds 604168 F Mutual Funds 5040065 F Corporate Stock 4320698 F 9964931 0 Charitable remainder annuity 45950 45950 X 17514713 1054267 0 0 2535577 3589844 13924869 0 0 0 13924869 16700612 0 0 0 2535577 2535577 14165035 0 0 0 14165035 Schedule D, Part V, Line 4 The board designated endowment funds are available for use in the Agency's ongoing operations. The temporary endowment funds are limited as to the use by donor-imposed restrictions that either expire by passage of time or can be fulfilled and removed by action of the Agency to those restrictions. The funds have been designated for the use and benefit of a specific program. The permanent endowment funds are limited as to the use by donor-imposed restrictions that generally allow the use of investment earnings for the benefit of a specific program. The principal is generally not available for use. Schedule D, Part X, Line 2 LifeCare is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code, except for unrelated business income as defined by the Code. No provisions for federal, state or local taxes are included in the financial statements due to the exemption applicable to a majority of LifeCare's revenue and due to unrelated business income not generating any material tax liability. LifeCare is also partially exempt from real estate taxes. LifeCare performs an annual assessment for any uncertainty in income tax positions LifeCare takes with regard to unrelated business income, related deductions applied or other activities that may jeopardize its tax exempt status and thus would meet the definition of an uncertain tax position. No tax liability accrual was recorded as of December 31, 2017 and 2018 relating to material uncertain positions taken as management believes there are none. Schedule D, Part XI, Line 2d In Kind - Media (Radio, Television, Publications) = $2,011,480, In Kind - Food Products = $370,835, Net revenue from special events after charitable contributions = $153,252 Schedule D, Part XII, Line 2d In Kind - Media (Radio, Television, Publications) = $2,011,480, In Kind - Food Products = $370,835, Net revenue from special events after charitable contributions = $153,262 Big Wheels Gala 395548 278397 117151 0 0 0 117151 0 0 Saks Hope for the Cure 98871 62760 36111 0 0 0 36111 0 0 0 494419 341157 153262 0 0 0 153262 0 0 153262 0 1 Food pantry items, nutritional supplements, patient transportation, medications, and emergency financial assistance. Provided home repairs to clients for safety and health related needs. 2864 466095 0 Schedule I, Part I, Line 2 The Agency maintains a database that keeps detailed records of client information including client assessment and determination of eligibility and need. The Agency uses an accounting software to record revenue and expense when incurred. Reports are submitted to the funding organization on a monthly, quarterly, or annual basis in accordance with the funder's requirements. X X X X X 0 1 0 0 0 0 0 0 0 CWGehring-JGregory-MGain-KFallon Pres/CEO, SVP/Oper, VP/CFO, VP/Advancement 586685 0 58450 0 0 0 15233 0 29819 0 690187 0 0 Schedule J, Part I, Line 3 Compensation is reviewed and approved by a compensation committee made up of Executive Board members. The committee uses data from salary surveys of similar, comparative sized organizations. The committee also talks to other boards. Documentation and recordkeeping with respect to discussions regarding deliberation and decisions are kept at the committee level. A written contract is kept in the Fiscal department. Schedule J, Part I, Line 4 The President/CEO participates in a 457b retirement plan. Robert Fleming Individual Trustee Emeritus - non voting 420315 Food and client transportation 0 Form 990, Part III, Line 2 LifeCare Alliance merged with Central Ohio Diabetes Association (CODA) in March 1, 2017. Form 990, Part VI, Section B, Line 11b The Board designates the responsibility of oversight and review of the Agency's Form 990 to the Finance Committee. The committee is comprised of eighteen (18) individuals that include the Board Treasurer and Assistant Treasurer who possess the knowledge and understanding of the Agency's operations, finances, and the non-profit environment. Form 990, Part VI, Section B, Line 12c The Agency requires the governing board to sign a disclosure form regarding any situation or involvement that could cause a conflict with their duty as a trustee of the Agency on an annual basis. The Agency requires staff to sign a disclosure form regarding any situation or involvement that may conflict with the interests of the Agency at time of hire. If during the course of employment, staff must report to his/her supervisor should any situation producing conflict of interest arise. Failure to comply will result in termination of employment. Form 990, Part VI, Section B, Line 15 President/CEO - Compensation is reviewed and approved by a compensation committee made up of Executive board members. The committee uses data from salary surveys of similar positions and similar, comparably sized organizations. The committee also talk to other boards. Documentation and recordkeeping with respect to discussions regarding deliberations and all other decisions are kept at the committee level. A written contract is kept on file in the Fiscal Department. VP of Advancement, VP/Chief Financial Officer and Senior VP of Operations - Compensation is determined using data from salary surveys from other non-profit organizations, United Way, and OANO. Form 990, Part VI, Section C, Line 19 The Agency makes its governing documents, conflict of interest, and financial statements available upon request. Form 990, Part XI, Line 9 The Agency merged with Central Ohio Diabetes Association in March 1, 2017. An inherent contribution of $3,075,400 from their endowment funds was recorded. Application for extension of time to file an exempt organization return - APPROVED, Notice CP211A, dated May 14, 2018. New date is November 15, 2018.