2017-11-13T14:28:34-07:00 2016-12-31 990 2016-01-01 314379494 LIFECARE ALLIANCE LIFE 6142783130 1699 West Mound Street Columbus OH 43223 Charles Gehring CEO/President 6142783130 2017-11-15 96.11.186.18 2016 2017-02-10 21:41:12Z Charles W Gehring 1699 W Mound Street Columbus OH 43223 14020198 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 2016, LifeCare Alliance served more than 16,000 clients. 34 33 288 7600 719714 -241008 3693551 5492641 8900089 8343952 99256 83443 0 0 12692896 13920036 374638 346021 0 0 6542739 6783110 0 0 518731 5338894 5476479 12256271 12605610 436625 1314426 17999463 19749074 1173684 1251804 16825779 18497270 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 2016, LifeCare Alliance served more than 16,000 clients. 0 0 6624089 7523133 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. In 2016, volunteers and staff delivered 875,329 meals to clients. Our Meals-for Kids program delivers well-balanced, nutritious meals to after school programs, daycare centers and charter schools throughout Central Ohio. In 2016, Meals-for-Kids provided 124,762 meals to predominately low-income and at-risk children at 14 sites in central Ohio. Carrie's Café, our premiere Senior Dining Center, has been recognized as a national model in congregate d, 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. In 2016, the program served 123,415 meals. Our 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. 685948 676330 Wellness Centers provide health care through community Wellness Centers 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 2016, the program served 1,133 clients through 5,026 visits to Wellness Centers. L.A. Wellness Works, LifeCare Alliance's corporate wellness program, is designed to meet the wellness needs of employers and 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. 1069815 829542 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, examinations, mammograms, and home care support. In 2016, the Clinic provided 1,097 mammograms and 396 cancer screenings. 976398 733917 The Help-at-Home programs provides personal care assistants and direct support care workers who assist 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 2016, the program provided 55,296 hours of service to 576 clients. 113214 154262 Project OpenHand-Columbus provides home-delivered, nutritionally enriched meals, assessments, counseling, and congregate meals to men, women, and children living with active HIV/AIDS. Our Groceries-to-Go food pantry provides groceries, personal hygiene items, and household cleaning supplies to the clients. In 2016, the Program provided 5,211 meals. 1269002 821946 LifeCare Alliance serves an additional 500 clients a year by reinvesting proceeds from its social enterprise L.A. Catering. 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. 235604 206520 Groceries-to-Go provides groceries, personal hygiene items and household cleaning supplies to clients of Project OpenHand-Columbus and The Columbus Cancer Clinic living with HIV/AIDS and/or active cancer. In 2016, the program served 699 households, providing 18,684 grocery bags. 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. The Senior PetCare program gives clients the opportunity to care for their companion pets as they remain independent in their own homes. The program delivers pet food and supplies directly to clients' homes through AniMeals route, as well as provides in home and veterinary pet care. In 2016, the program provided pet care to 495 clients and 644 pets. Our CHORES support service coordinates home repair projects for clients in need of safety and health-related maintenance. Volunteer Services - The volunteers of LifeCare Alliance serve clients by delivering Meals-on-Wheels, serving clients at a dining center, assisting with light housekeeping chores, stocking pantry shelves, providing pet care service, running errands, picking up groceries and performing a variety of additional tasks. In 2016, volunteers contributed more than 187,000 hours and drove more than 370,000 miles to care for underserved individuals in central Ohio. 2594218 0 1916645 10974070 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 1 132 0 1 288 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 34 33 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 Sanjay Dudaney Board Member 1 0 X 0 0 0 Robert L Fenner Board Member 1 0 X 0 0 0 Robert A Fleming 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 Katherine M Liebel Board Member 1 0 X 0 0 0 Patricia A McKnight Board Member 1 0 X 0 0 0 Paul A Naumoff Board Member 1 0 X 0 0 0 Daniel J Neumeyer 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 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 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 637047 0 50229 637047 0 50229 4 0 1 0 0 0 0 370508 0 964210 4157923 0 5492641 Contracts for Services 900099 1510417 790703 719714 0 Self Fees 624120 155325 155325 0 0 Third Party Payments 621399 22261 22261 0 0 Fees and contracts form government agencies 624120 6589906 6589906 0 0 Medicare and Medicaid payments 621990 34002 34002 0 0 32041 32041 0 0 8343952 83443 0 0 83443 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 100162 370508 100162 0 0 0 0 13920036 7624238 719714 83443 0 0 346021 346021 0 0 0 0 740321 245900 304097 190324 0 0 0 0 5071373 4502305 406302 162766 65774 52615 6562 6597 553955 497170 38618 18167 351687 313298 27293 11096 0 0 0 0 6097 0 6097 0 48790 0 48790 0 0 0 0 0 0 0 0 0 0 0 139135 89052 50083 0 54641 44236 442 9963 114050 71090 20459 22501 38792 9779 29013 0 0 0 0 0 355737 317396 23644 14697 301796 291838 3653 6305 0 0 0 0 43270 25033 16531 1706 0 0 0 0 0 0 0 0 609619 525851 66807 16961 73757 46911 25620 1226 Transportation 584748 584748 0 0 Program supplies 387391 387391 0 0 Food and meal contracts 2223159 2223159 0 0 Repairs and maintenance 239168 222125 7623 9420 256329 178152 31175 47002 12605610 10974070 1112809 518731 1477481 1490663 806304 1981993 250897 106964 1061288 840574 0 0 0 0 450000 350000 110343 153099 137797 310696 16243086 8160069 7932610 8083017 0 0 5449648 6076560 0 0 0 0 323095 355508 17999463 19749074 1032274 969399 0 0 90700 234078 0 0 0 0 0 0 0 0 0 0 50710 48327 1173684 1251804 X 11712977 12436374 4058755 4946883 1054047 1114013 16825779 18497270 17999463 19749074 1314426 357065 0 0 0 0 X 0 1 X 1 1 1 X 3353469 3423019 3764353 3693551 5492641 19727033 0 0 0 0 0 0 0 0 0 0 0 0 3353469 3423019 3764353 3693551 5492641 19727033 19727033 63586 59491 135327 99256 83443 441103 0 0 0 0 0 0 0 0 0 0 0 0 20168136 0 0.97813 0.9793 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 3113191 0 353692 0 133981 0 3332902 0.3 0.184 0.516 1 0 270000 0 270000 11169159 0 4093431 7075728 0 0 0 0 4803927 0 4066638 737289 0 0 0 0 8083017 0 F 0 F Money Market Funds 361051 F Mutual Funds 3017675 F Corporate Stock 2697834 F 6076560 0 Charitable remainder annuity 48327 48327 X 15407755 357065 0 0 1130654 1487719 13920036 0 0 0 13920036 13736264 0 0 0 1130654 1130654 12605610 0 0 0 12605610 Schedule D, Part V, Line 4 The board designated endowment funds are available for use in the Agency's ongoing operations. 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. 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. Schedule D, Part X, Line 1 Charitable remainder annuity Schedule D, Part X, Line 2 LifeCare Alliance 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 a material tax liability. LifeCare is also partially exempt from real estate taxes. LifeCare performs an annual assessment for any uncertainty in income tax positions which include an analysis of whether there are any tax positions LifeCare takes with regard to unrelated business income, related deductions applied or other activities that may jeopardize their tax exempt status and thus would meet the definition of an uncertain tax position. No tax liability accrual was recorded as of December 31, 2016 and 2015 relating to material uncertain positions taken as management believes there are none. Schedule D, Part XI, Line 2d In Kind - Media (Radio, Television, Publications) = $700,790, In Kind Food Products = $329,702, Net revenue from special events after charitable contributions = $100,162 Schedule D, Part XII, Line 2d In Kind - Media (Radio, Television, Publications) = $700,790, In Kind Food Products = $329,702, Net revenue from special events after charitable contributions = $100,162 Big Wheels Gala 403926 303764 100162 0 0 0 70004 0 30158 Saks Hope for the Cure 66744 66744 0 0 0 0 0 0 0 0 470670 370508 100162 0 0 0 70004 0 30158 100162 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. 4152 346021 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 580436 0 56611 0 0 0 15748 0 34481 0 687276 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 408438 Food and client transportation 0 Schedule L, Part I, Line 1 Robert Fleming is a part-owner of SSD Distribution Systems of Columbus, Inc. and Safelift, LLC. The Agency contracts with these providers for transportation services. SSD provides transporting of meals to clients. Safelift provides client transportation to and from client residence and community dining centers and restaurants. Services are charged at fair market price. A purchasing policy requires the Agency to secure three (3) bids from vendors. 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 fifteen (15) individuals that includes 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 policy, and financial statements available upon request. Application for extension of time to file and exempt organization return - APPROVED, Notice CP211A, Dated June 5, 2017. New due date is November 15, 2017.