2015-08-11T15:03:39-07:00 2014-12-31 990 2014-01-01 314379494 LIFECARE ALLIANCE LIFE 6142783130 1699 West Mound Street Columbus OH 43223 Charles Gehring CEO/President 6142783130 2015-08-07 2014 2016-02-25 16:41:14Z Charles W Gehring 1699 West Mound Street Columbus OH 43223 12580879 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 2014, LifeCare Alliance served nearly 15,000 clients with a demographic profile as follows: 72% female, 43% minority, 60% were age 65 or older, and 64% had an annual income of less than $20,000. 33 32 286 7600 654335 0 3423019 3952649 8182594 8398439 59491 135327 0 0 11665104 12486415 420833 471518 0 0 6348891 6224750 0 0 447666 5567813 5333300 12337537 12029568 -672433 456847 17464582 17610964 1551306 1033649 15913276 16577315 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 2014, LifeCare Alliance served nearly 15,000 clients with a demographic profile as follows: 72% female, 43% minority, 60% were age 65 or older, and 64% had an annual income of less than $20,000. 0 0 6166504 7150604 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. Meal options include hot, cold, frozen, specialty diet, kosher, vegetarian, pureed and mechanical soft. The Meals-on-Wheels program delivers approximately 5,000 meals a day, and also provides meals for children in day care and after-school programs. In 2014, volunteers and staff delivered 880,229 meals to 5,127 clients in Franklin, Madison, Marion, Champaign and Logan Counties. Meals-for-Kids delivers meals to after-school care sites for school-aged children and to daycare centers and charter schools. In 2014, Meals-for-Kids provided 138,662 meals to predominately low-income and at-risk children at 21 sites in central Ohio. 73% of Meals-on-Wheels clients are age 65 or older, 78% have an annual income of less than $20,000, 60% are female and 34% are minority. In 2014, more than 5,000 Meals-on-Wheels volunteers logged 409,803 miles and 94,799 hours of service. Congregate Dining Centers provide meals for older adults and individuals living with a medical challenge and/or disability at community dining centers and restaurants in 18 locations across central Ohio, including culturally diverse meals at 10 Asian and Somali restaurants. Transportation is available to most locations. LifeCare Alliance is the largest provider of senior meals through community dining centers in both central Ohio and the state, according to the Ohio Department of Aging. Dining centers offer socialization, enriching programming and a nutritious meal with the purpose of promoting successful aging among central Ohioans, which is defined as the avoidance of disease and disability, maintenance of high cognitive and physical functioning and engagement with life. In 2014, the program served 145,700 meals to 4,080 clients. 85% of Senior Dining Center clients are age 65 or older, 85% have an annual income of less than $20,000, 65% are female and 65% are minority. 741237 622806 Wellness Centers provide health care services in community wellness centers located throughout Franklin County in areas where the population is underserved with limited financial resources and/or access to health care. Services include, but are not limited to, health assessments, skilled nursing care, assistance with medication management and screening tests with a focus on health education, disease prevention and chronic disease management. Registered Dietitians provide nutrition therapy, weight management programs, diabetes self-management, and a wide variety of nutrition education programs. Wellness Centers provide a full array of adult immunizations from A (hepatitis A) to Z (zoster/shingles) and an international travel health clinic which includes a comprehensive pre-travel assessment and required vaccines. In 2014, the program served 1,221 clients through 5,814 visits to wellness and foot care centers, provided screening services to 528 clients in corporate and health fair settings, and conducted 1,865 flu shots and 364 adult immunizations. 88% of program clients are age 65 or older, 4% have an annual income of less than $20,000, 67% are female and 40% are minority. Visiting Nurses provide health care linkage services to assist clients with managing their health, nutrition and well-being. In 2014, the program served 268 clients, completing 362 successful linkages to transportation, legal advice, medical care, therapists, home care and meal programs. The wellness team also provides educational programming and health care services in the corporate setting. The Catch the Wellness Spirit Wellness program provides on-site services including same services provided in the community setting, as well as personal coaching at the worksite with registered nurses and dietitians. 983832 841656 The Columbus Cancer Clinic, a Medicare certified service, provides cancer prevention and early detection education, head-to-toe cancer screenings, examinations and mammograms. The Clinic's mammography unit is the only truly mobile unit in central Ohio with its ability to be transported into facilities such as community centers, churches, etc. The program provides home care support services to clients living with active cancer at no cost. These services include, but are not limited to, assistance with medical supplies and equipment, medication, transportation to and from cancer-related medical appointments, pantry items, wigs and breast prostheses, nutritional supplements and housing and/or utility bills in emergency situations. In 2014, the program served 2,781 clients, providing 1,433 mammograms, 658 head-to-toe cancer screenings and 690 clients with home care support services. 20% of all The Columbus Cancer Clinic clients are age 65 or older, 73% have an annual income of less than $20,000, 81% are female, and 49% are minority. The Columbus Cancer Clinic began in 1921 and is the oldest free cancer clinic in the United States. The Agency merged with LifeCare Alliance in 2005. 1167397 919191 Help-at-Home provides homemakers and home health aides 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 assure appropriate client services are accessed. The program also coordinates safety and health-related home repair projects for clients, such as electrical and plumbing maintenance, grab bar and railing installation, floor and drywall repairs. In 2014, the program provided 44,064 hours of service to 612 clients, and provided home repairs to 173 clients. 89% of Help-at-Home clients are age 65 or older, 81% have an annual income of less than $20,000, 76% are female and 48% are minority. 135931 152281 Project OpenHand-Columbus provides nutritionally enriched home-delivered meals, pantry items, a congregate meal program, nutritional supplements, and assessments and counseling to individuals living with HIV/AIDS in central Ohio. In 2014, the program provided 17,328 home-delivered and congregate meals to 231 clients and 13,192 pantry bags to 609 clients. 40% of clients are age 55 or older, 91% have an annual income of less than $20,000, 20% are female and 41% are minority. Project OpenHand began in San Francisco and was founded in Columbus in 1994. This agency merged with LifeCare Alliance in 2004. 1193622 728738 L.A. Catering is one of LifeCare Alliance's social entrepreneurship programs which offers full-service off-site catering using the culinary expertise of LifeCare Alliance kitchen staff, and onsite catering at our L.A. Catering Event Center located at 670 Harmon Ave, Columbus, OH. Carrie's Café operates at this facility as our flagship dining center, but also serves as a restaurant open to the public. Recent trends in not-for-profit agencies indicate more charitable organizations recognize the need to offset annual operating expenses through social entrepreneurship. LifeCare Alliance recognizes the need for self-sufficiency and is committed to further developing a stream of compatible fee-based programs to increase agency revenue to continue to assist all those in need. 95066 97154 Groceries-to-Go provides groceries, personal hygiene items and household cleaning supplies to clients of Project OpenHand-Columbus and The Columbus Cancer Clinic. These clients are living with HIV/AIDS and/or active cancer. In 2014, the program served 1,035 clients through more than 7,000 pantry visits, providing 21,175 grocery bags equating to 63,525 meals, along with 940 cases of nutritional supplements. IMPACT Safety develops and teaches interpersonal safety skills to a wide range of populations including women, youth, the elderly, individuals living with a disability and professionals in the workplace. The program's goal is to provide individuals with the tools to increase their confidence, awareness and agency in making safe choices in all aspects of their life. Program participants learn adrenaline management through practicing verbal, emotional, and physical skills that help reduce risk and increase freedom and choice. IMPACT replaces fear with confidence and choice. In 2014, the program educated 1,152 participants through community programs. Senior PetCare provides clients, assistance in caring for their pets while maintaining the client's ability to remain in their own home. The program assists with pet care and veterinary visits, and implements AniMeals routes, which deliver pet food and supplies directly to clients' homes through coordinated routes similar to Meals-on-Wheels. In 2014, the program provided food, supplies, and veterinary visits to 414 clients and 629 pets. Volunteer Services - The volunteers of LifeCare Alliance serve clients by delivering Meals-on-Wheels, serving clients at a dining center, running errands, picking up groceries and performing a variety of additional tasks. In 2014, volunteers contributed more than 180,095 hours and drove more than 412,831 miles to care for underserved individuals in central Ohio. 2592016 0 1897364 10483589 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 X 121 0 1 286 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 32 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 Joseph W Cole II Chair 1 0 X 0 0 0 Cathy M Lyttle Vice Chair 1 0 X 0 0 0 Brian X Tierney Secretary 1 0 X 0 0 0 Kent C Hess Treasurer 1 0 X 0 0 0 Dino D Lanno Assistant Treasurer 1 0 X 0 0 0 Thomas H Welch Immediate Past Chair 1 0 X 0 0 0 Terry A Boyd Board Member 1 0 X 0 0 0 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 T Earl LeVere Board Member 1 0 X 0 0 0 William E Lyons Board Member 1 0 X 0 0 0 Patricia A McKnight Board Member 1 0 X 0 0 0 Matthew N McPeek 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 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 Eric C Smith Board Member 1 0 X 0 0 0 Eric E Smith 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 Vinson M Yates Board Member 1 0 X 0 0 0 CWGehring-JGregory-MGain-KFallon Pres/CEO, SVP/Oper, VP/CFO, VP/Advancement 45 0 X 545755 0 60608 545755 0 60608 2 0 1 0 0 0 0 288783 0 627976 3035890 0 3952649 Contracts for Services 900099 1441089 786754 654335 0 Self Fees 624120 215209 215209 0 0 Third Party Payments 621399 24678 24678 0 0 Fees and contracts from government agencies 624120 6652236 6652236 0 0 Medicare and Medicaid payments 621990 31731 31731 0 0 33496 33496 0 0 8398439 135327 0 0 135327 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 94464 288783 94464 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12486415 7744104 654335 135327 0 0 471518 471518 0 0 0 0 653401 214269 284544 154588 0 0 0 0 4627288 4088995 377115 161178 76259 65289 7995 2975 508071 446401 40610 21060 359731 320179 27952 11600 0 0 0 0 16439 0 16439 0 56700 0 56700 0 0 0 0 0 0 0 0 0 0 0 150112 100146 49896 70 43727 28242 11145 4340 108525 73925 15331 19269 54309 10582 41019 2708 0 0 0 0 330033 293386 22672 13975 290688 285728 2149 2811 0 0 0 0 35134 17764 14041 3329 0 0 0 0 0 0 0 0 531824 456384 57113 18327 64614 40488 22929 1197 Transportation 592535 592535 0 0 Program supplies 388908 388908 0 0 Food and meal contracts 2213504 2213504 0 0 Repairs and maintenance 182122 166928 9371 5823 274126 208418 41292 24416 12029568 10483589 1098313 447666 816606 595677 817740 1108661 245669 255829 873138 1113419 0 0 0 0 650000 550000 115229 101723 126446 139015 15105783 7022434 8498678 8083349 0 0 5010546 5338895 0 0 0 0 310530 324396 17464582 17610964 1069352 862865 0 0 91240 117755 0 0 0 0 0 0 344759 0 0 45955 53029 1551306 1033649 X 11389098 11657304 3494743 3836073 1029435 1083938 15913276 16577315 17464582 17610964 456847 207192 0 0 0 0 X 0 1 X 1 1 1 X 3146373 2946998 3353469 3423019 3764353 16634212 0 0 0 0 0 0 0 0 0 0 0 0 3146373 2946998 3353469 3423019 3764353 16634212 16634212 70215 66640 63586 59491 135327 395259 0 0 0 0 0 0 0 0 0 0 0 0 17029471 0 0.97679 0.9825 X Schedule A, Part II, Line 10 Not applicable RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4976662 0 322913 0 0 0 5299575 3332902 0 1779760 0 136000 0 4976662 3113191 0 353692 0 133981 0 3332902 3219310 0 18881 0 125000 0 3113191 2911643 0 307667 0 0 0 3219310 0.27 0.21 0.52 1 0 270000 0 270000 10288141 0 3532057 6756084 0 0 0 0 4547642 0 3490377 1057265 0 0 0 0 8083349 0 0 Money market funds 314138 F Mutual funds 2439568 F Corporate stock 2585189 F 5338895 0 Charitable remainder annuity 53029 53029 X 13127006 207192 0 0 433399 640591 12486415 0 0 0 12486415 12462967 0 0 0 433399 433399 12029568 0 0 0 12029568 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 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 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 and an annual assessment for any uncertainty in income tax positions which includes 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, 2014 and 2013 relating to material uncertain positions taken as management believes there are none. Schedule D, Part XI, Line 2d In-kind advertising - PSA: $338,935 Net revenue from special events after charitable contributions - $94,464 Schedule D, Part XII, Line 2d In-Kind Advertising - PSA = $338,935 Special events fundraising expenses = $94,464 Big Wheels Gala 339264 245148 94116 0 0 68809 0 0 25307 SAKS, Key to the Cure 43983 43635 348 0 0 0 0 0 348 0 383247 288783 94464 0 0 68809 0 0 25655 94464 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. Provided Farmer's Market coupons to clients for produce needs 6071 471518 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 to 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 523930 0 37808 0 0 0 13859 0 30766 0 606363 0 0 Schedule J, Part I, Line 3 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, comparative sized organizations. The committee also talks to other boards. Documentation and recordkeeping with respect to decisions regarding deliberation and decisions are kept at the committee level. A written contract is kept in file in the Fiscal department. Schedule J, Part I, Line 4 The President/CEO participated in a 457b retirement plan. Robert Fleming Individual Trustee 398954 Food and client transportation 0 Form 990, Part V, Line 3b Application for extension of time to file an exempt organization return - APPROVED, Notice CP211A dated April 20, 2014. New due date is November 15, 2015. 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 ten (10) 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 decisions 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 an exempt organization return - APPROVED, Notice Number CP211A, dated April 13, 2014. New due date is August 15, 2015.