2015-05-12T12:35:13-05:00 2014-06-30 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2013-07-01 237090107 Seniors Inc % INNOVAGE HOME CARE SENI 3033006900 8950 E Lowry Blvd Suite Denver CO 80230 Angela Oakley CFO 3033006900 2015-05-07 true Rita F Worster CPA P00290681 3033006900 2013 2016-04-25 22:37:26Z Innovage Home Care MAUREEN HEWITT 8950 E LOWRY BLVD DENVER CO 80230 3720503 false X www.myinnovage.org X 1969 CO To sustain & enhance the independence & quality of life on their terms for those we serve by providing a variety of svcs including in-home care, financial mgmt & employment. 12 11 246 90 0 0 901812 735015 2252991 2418723 1371 -80319 22094 0 3178268 3073419 0 0 0 0 2789519 2994028 0 0 0 1534906 1474601 4324425 4468629 -1146157 -1395210 2348399 2674452 2061846 3783109 286553 -1108657 X The mission of InnovAge Home Care is to sustain and enhance the independence and quality of life on their terms for those we serve. InnovAge Home Care fulfills this mission by providing a variety of services including care in the home, assistance with managing personal finances, Medicaid and Medicare navigation assistance, and employment. true false 2936046 0 2418723 The home care services program provides both medical and non-medical compassionate assistance to clients of all ages along Colorado's Front Range from Canon City to Denver who need temporary or long-term assistance to maximize their personal independence. Our programs of customized care include personal care, medication reminders, shopping, meal preparation, housekeeping, specialized care for Alzheimer's patients, and respite for family members. InnovAge Home Care also provides skilled nursing services in the Estes park area, and in 2014, InnovAge began serving the Roaring Fork Valley with the acquisition of an agency in Carbondale, CO. InnovAge Home Care provided approximately 130,000 hours of care in 2014. 674027 0 The Senior Companion Program is a national program through which senior individuals provide assistance and friendship to the at-risk elderly and disabled adult population in adult daycare centers, senior centers, hospitals, and independent living facilities. By providing transportation to medical appointments, grocery stores, social service agencies, translation services as needed, assisting with paperwork, and contact with the outside world, senior companions often provide the services that the frail elderly need to live independently. Senior companions also provide respite care to relieve live-in caretakers for short periods of time. There were 70 senior companions during the fiscal year that provided 92,440 volunteer hours that helped 2,370 participants remain living independently. 174467 0 Innovage Home Care provides other services to our community, such as energy outreach, prescription drug maintenance, Medicare & Medicaid counseling, helpline, money management, and transportation. Help Line: Volunteers provide information to callers about valuable community resources, such as yard work assistance, snow removal, help with hospital and/or utility bills, etc. This program assisted 1,561 callers in FY2014. Prescription Drug Assistance Service: This program helped 60 individuals obtain prescription medications from pharmaceutical companies at little or no cost during the year (many, but not all drugs are available). Individuals are also screened for eligibility for other types of assistance. If they qualify, volunteers help them fill out and submit the required application(s). Medicare/Medicaid Outreach: IHC screens callers for eligibility for all types of assistance. For those qualified, volunteers help to fill out and submit the required applications. Many of the people who call are eligible for public benefits through Medicare or Medicaid. This program assisted 378 people during the year. Money Management Program - Bill Payer Service: Trained, insured, and supervised volunteers assist clients with organizing their paperwork and mail; organizing, review, and payment of monthly bills; checkbook management and checkbook balancing; personal budgeting; and related personal financial matters. In FY2014, 35 volunteers provided assistance to 47 participants. Senior Health Insurance Assistance Program (SHIP): Trained counselors provide accurate and objective counseling, assistance, and education about Medicare and health insurance plans. Over 359 callers were helped in FY2014. Transportation Program: Transportation services are available under this program - one for which there is a fee, and one for which there is no charge (although riders are asked to make a donation to support the program). Transportation is available to all Denver Home Care clients either as fee-for-service for Medicaid clients or included in the cost of care for those who pay privately. Other seniors who call for transportation are accommodated as scheduling permits. No-cost rides are primarily allotted to individuals with low incomes for grocery shopping or medical appointments. The No - cost rides provided by the transportation program and the senior companion program for FY July 1 2013 to June 30 2014 is 21,089. 3784540 true true false false false false false false true true true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false true true false false true 10 0 true 246 true false false false false false false false false false false X 12 11 false false false false true true true true true false false true true true true true true true true false X INNOVAGE HOME CARE 3033006900 8950 E LOWRY BLVD DENVER CO 80230 Wendell Pryor Board Member 1.0 4.0 X Bonnie Olsen Board Member 1.0 3.0 X Jack Blumenthal Board Member through 03/2014 1.0 3.0 X Randy McCall Board Member 1.0 3.0 X Milt Bollman Board Member through 04/2014 1.0 3.0 X Theresa Donahue Board Member 1.0 3.0 X Maureen Hanrahan Vice Chair 1.0 3.0 X X Don Marostica Board Member through 04/2014 1.0 3.0 X Vickie Wickhorst Board Member 1.0 3.0 X Joie Glenn Board Member 1.0 3.0 X Janice Torrez Chair 1.0 3.0 X X Greg Ibsen Board Member effective 05/2014 1.0 4.0 X Dr Francis Communale Board Member effective 01/2014 1.0 3.0 X Mil Schulhof Board Member effective 05/2014 1.0 3.0 X Maureen Hewitt President/CEO 2.0 38.0 X X 0 591096 45083 Jennifer Rhodes - Executive Director through 09/2013 40.0 X 93212 839 Angela Oakley CFO 2.0 38.0 X 215952 31456 Gina Deblassie COO 2.0 38.0 X 296140 24458 Vanessa Walton Secretary 2.0 38.0 X 208759 25685 Ross Guillen - Executive Director effective 11/2013 40.0 X 14453 2724 107665 1311947 130245 0 false true false 0 29892 150537 443775 110811 13851 735015 MEDICAID REVENUE 900099 789984 789984 PROGRAM INCOME 900099 1628739 1628739 2418723 1765 1765 0 0 0 0 0 565000 647084 -82084 -82084 0 0 0 0 3073419 2418723 1765 0 0 0 0 126147 119840 6307 0 0 2477179 2353320 123859 36868 35025 1843 96589 91760 4829 257245 244383 12862 548003 54800 493203 1395 1395 0 0 0 0 290480 284670 5810 20396 10198 10198 25859 25342 517 0 0 53824 53824 273035 267574 5461 0 356 356 16223 15412 811 0 52507 42005 10502 79630 75648 3982 FOOD 41877 41877 CLAIMS FUNDING 22315 21199 1116 LICENSES/DUES/FEES 19101 18146 955 PROFESSIONAL LICENSES 8782 8343 439 20818 20818 4468629 3784540 684089 0 X 67466 487553 686988 688752 54835 21010 259536 308403 0 0 0 0 0 0 0 0 12279 42749 405228 83922 907125 321306 0 0 0 0 0 0 75000 786650 285170 18029 2348399 2674452 463271 361256 0 0 7650 8330 0 0 0 0 0 0 3170 2838 0 0 1587755 3410685 2061846 3783109 X 268974 -1126236 0 0 17579 17579 286553 -1108657 2348399 2674452 -1395210 X false true X true true true X 1906684 1794271 1847247 901812 735015 7185029 0 0 1906684 1794271 1847247 901812 735015 7185029 15589 7169440 37478 26545 26361 17445 1765 109594 0 0 7294623 17115197 0.98284 0.96919 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 198481 451 451 198481 198481 391 391 198481 198481 266 266 198481 198481 237 237 198481 170991 503114 27330 502954 198481 0.91140 0.08860 0.00000 false false 47225 47225 108653 16298 92355 38811 10684 28127 210539 56940 153599 321306 0 DUE TO AFFILIATES 3401526 SECURITY DEPOSIT 9159 3410685 3155503 3155503 -82084 -82084 3073419 4550713 82084 82084 4468629 4468629 Describe the Intended uses of the organization's endowment funds Part V, Line 4 The Organization's endowment consists of donor permanently restricted endowment funds and funds designated by the governing body to function as endowments (board designated endowment funds). The endowment was formed to support the programs and services of Seniors! Inc. Uncertain Tax Positions Part X, Line 2 Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. Other revenue on return, not on books part xi, line 4b loss on asset disposals included in expense on financials, reclassed to revenue for 990 purposes (82,084) Other expense on financials, not on return part xii, line 2d loss on asset disposals included in expense on financials, reclassed to revenue for 990 purposes (82,084) X X X X X false true false false false false false true false Maureen Hewitt President/CEO 0 429017 0 124761 0 37318 0 24438 0 20645 0 636179 0 0 Angela Oakley CFO 177015 37922 1015 13230 18226 247408 0 Gina Deblassie COO 237342 46572 12226 15955 8503 320598 0 Vanessa Walton Secretary 171444 34997 2318 12351 13334 234444 0 Non-Fixed Payments Schedule J, Part I, Line 7 The incentive compensation plan is based on the performance of the individual and the organization. The maximum percentage bonus an individual can achieve is based on the individual's position level in the organization. The total incentive fund for a given fiscal year is established in the budgeting process and is reviewed and approved by the Board of Directors. Individual awards are based on individual, team and organizational performance relating to Quality of Service, Strategic Goals, Individual Goals and Financial Goals. The Board of Directors determines annually whether an incentive will be paid. 457(F) PLAN Part I, line 4b THE ORGANIZATION ESTABLISHED A 457(F) PLAN ON DECEMBER 1, 2013. BENEFITS OF THE PLAN WILL BE PAID IN A LUMP SUM AMOUNT ON THE DEFERRED VESTING DATE OF JANUARY 1, 2016. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE PLAN AND RECEIVED A DESIGNATED CREDIT WHICH IS INCLUDED IN DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN C - MAUREEN HEWITT: $21,887.83 - ANGELA OAKLEY: $9,681.51 - GINA DEBLASSIE: $12,128.13 - VANESSA WALTON: $9,012.01 SIGNIFICANT CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 2 INNOVAGE HOME CARE ACQUIRED A LICENSED HOME CARE AGENCY IN CARBONDALE, COLORADO IN APRIL 2014. MEMBERS OR STOCKHOLDERS FORM 990, PART VI, LINE 6 For 990 purposes, Total Community Options Inc. DBA Innovage, a related entity, is a member of Innovage Home Care. Form 990, Part VI, Line 7a Election of governing body Innovage approves and can remove board members. The same board for Innovage governs the board for Innovage Home Care. Form 990, Part VI, Line 7b Decision Subject to Approval Innovage approves strategic business plans and budgets. DESCRIBE PROCESS TO REVIEW 990 FORM 990, PART VI, LINE 11B The 990 is prepared by a third party preparer and an initial review is conducted by the Director of Accounting and CFO of the Organization. A secondary review is conducted by the Audit Committee and the final version of the 990 is made available to the entire board prior to filing the return with the IRS. DESCRIBE HOW CONFLICT OF INTEREST POLICY IS MONITORED & ENFORCED FORM 990, PART VI, LINE 12C The compliance department of Innovage, a related organization, maintains a master conflict of interest spreadsheet that is updated annually. The compliance officer routinely reviews the spreadsheet to monitor potential conflicts that have been identified. The compliance officer works closely with the board-appointed audit committee to monitor and address potential conflicts and to ensure the conflict of interest policy for board members is followed. Annual compliance education is provided to staff and board members. The compliance officer, in conjunction with HR, monitors potential conflicts that have been identified by key employees. At board meetings, the board asks its members if there are any conflicts of interest. If a conflict is identified, the board member is recused from voting and may not participate in the decision making process regarding the conflict. DESCRIBE PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, LINE 15A & 15B Officers' compensation is paid either by the filing organization or Innovage, a related organization. In 2014, INTEGRATED Healthcare Strategies, an external compensation consultant, conducted a full review of executive salaries. The study was based on comparability data based on organization mission, tax status, scope (budget, staff size), program offerings, locations, and talent pool for executive attraction/retention. Sources included independent compensation surveys, 990 data and SEC filings, and actual written offers. All elements of total compensation were considered in determining reasonableness. INTEGRATED Healthcare Strategies submitted salary recommendation that was submitted to the full Board of Directors for final approval. DESCRIBE HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FORM 990, PART VI, LINE 19 InnovAge Home Care makes its governing documents, financials statements and conflict of interest policy available upon request. INNOVAGE HOME CARE NORTH 8950 E Lowry Blvd Denver CO 80230 454337380 HOME CARE CO 323194 68619 Seniors inc Innovage Home Care Aspen 8950 E Lowry Blvd Denver CO 80230 464903874 Home Care CO 337929 871350 seniors inc Innovage 8950 E LOWRY BLVD DENVER CO 80203 341547962 HOLDING CO CO 501(c)(3) ln11 type I NA false INNOVAGE GREATER COLORADO PACE (TLC) 8950 E Lowry Blvd Denver CO 80230 742555064 PACE PROGRAM CO 501(c)(3) LINE 9 INNOVAGE false INNOVAGE JOHNSON ADULT DAY PROGRAM INC 3444 S Emerson St Englewood CO 80113 263724459 ADULT DAY CTR CO 501(c)(3) LINE 9 INNOVAGE false Innovage Foundation 8950 E Lowry Blvd Denver CO 80230 262700185 FOUNDATION CO 501(c)(3) LINE 7 INNOVAGE false PINEWOOD LODGE LLLP 200 E IRONTON AURORA CO 80012 200450308 SR AFFOR HOUSING CO TLC Inc CONTINENTAL COMMUNITY HOUSING INC 8950 E Lowry Blvd Denver CO 80230 264520899 SR. HOUSING CO TLC Inc C CORPORATION false false true true true false false false false false false false false true true true false false false Innovage Foundation c 141673 amount received Innovage Greater CO Pace (TLC) e 1143933 interco amount