2014-05-14T18:34:51-05:00 2013-06-30 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2012-07-01 237090107 Seniors Inc % INNOVAGE HOME CARE SENI 3033006900 8950 E Lowry Blvd Suite Denver CO 80230 Angela Oakley 3033006900 2014-05-15 true 7194714290 2012 2015-11-30 17:44:51Z Innovage Home Care Inc JENNIFER RHODES 8950 E LOWRY BLVD DENVER CO 80230 3178268 false X www.myinnovage.org X 1969 CO To sustain and enhance the independence and quality of life on their terms for those we serve by providing a variety of services including in-home care, financial management, and employment of seniors. 11 11 442 161 0 1847247 901812 3743941 2252991 1283 1371 70221 22094 5662692 3178268 1840 0 0 0 4174894 2789519 0 0 0 1558040 1534906 5734774 4324425 -72082 -1146157 2986255 2348399 1553545 2061846 1432710 286553 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. false true 2716212 0 2259011 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. InnovAge Home Care provided more than 140,000 hours of care in 2013. 672766 0 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 122 senior companions during the fiscal year who provided over 95,000 hours of assistance to 778 participants. 182638 0 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 1,104 callers in FY2013. Prescription Drug Assistance Service: This program helped 47 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 351 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 FY2013, 40 volunteers provided assistance to 50 participants. Senior Health Insurance Assistance Program (SHIP): Trained counselors provide accurate and objective counseling, assistance, and education about Medicare and health insurance plans. Over 430 callers were helped in FY2013. 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. This program provided over 800 rides in FY 2013. 3571616 true true false false false false false false true true true false false true 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 14 0 442 true false false false false false false false false false false X 11 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 1.0 4.0 X 0 0 0 Bonnie Olsen 1.0 3.0 X 0 0 Jack Blumenthal 1.0 3.0 X 0 0 Randy McCall 1.0 3.0 X 0 0 Milt Bollman 1.0 3.0 X 0 0 Theresa Donahue 1.0 3.0 X 0 0 Maureen Hanrahan 1.0 3.0 X 0 0 Don Marostica 1.0 3.0 X 0 0 Vickie Wickhorst 1.0 3.0 X 0 0 Joie Glenn 1.0 3.0 X 0 0 Janice Torrez 1.0 3.0 X X 0 0 Dr Lee Anneberg 1.0 3.0 X 0 0 Greg Ibsen 1.0 4.0 X 0 0 Chris Nordling 1.0 3.0 X 0 0 Jerri Brainard 1.0 3.0 X 0 0 Barbara Springer 1.0 3.0 X 0 0 Kate McRae 1.0 3.0 X 0 0 Jennifer Rhodes 40.0 X 31862 80843 1397 Maureen Hewitt 2.0 38.0 X 518915 32123 Angela Oakley 2.0 38.0 X 113857 17592 Gina Deblassie 2.0 38.0 X 278339 10646 Vanessa Walton 2.0 38.0 X 187480 17376 31862 1179434 79134 0 false true false 0 34496 208721 472099 186496 19616 901812 MEDICAID REVENUE 900099 871207 871207 PROGRAM INCOME 900099 1381784 1381784 2252991 1371 1371 0 0 16074 16074 0 16074 16074 0 0 0 0 MISCELLANEOUS REVENUE 900099 2519 2519 PROFESSIONAL TRAINING REVENUE 900099 3501 3501 6020 3178268 2259011 17445 0 0 0 0 86667 86667 0 0 0 2336586 2219757 116829 16822 15981 841 116855 111012 5843 232589 220960 11629 650004 65000 585004 9093 9093 0 0 0 0 291515 285685 5830 7170 7170 36116 35394 722 0 0 83923 83923 259156 253973 5183 0 0 12732 12095 637 0 15460 15460 72770 71315 1455 FOOD 54464 53375 1089 PROVISION FOR BAD DEBT 12851 12851 LICENSES/DUES/FEES 23795 22605 1190 MISCELLANEOUS 5857 5563 294 4324425 3571616 752809 0 X 344080 67466 685617 686988 167282 54835 353748 259536 0 0 0 0 0 0 0 0 39319 12279 1580065 672940 742714 907125 0 0 0 0 0 0 75000 75000 578495 285170 2986255 2348399 940652 463271 0 0 51185 7650 0 0 0 0 0 0 9553 3170 0 0 552155 1587755 1553545 2061846 X 1415131 268974 0 0 17579 17579 1432710 286553 2986255 2348399 -1146157 X false true X true true true X 1965554 1906684 1794271 1847247 901812 8415568 0 0 1965554 1906684 1794271 1847247 901812 8415568 110727 8304841 45457 37478 26545 26361 17445 153286 0 0 8568854 18526777 0.96919 0.95338 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 198481 391 391 198481 198481 266 266 198481 198481 237 237 198481 170991 503114 27330 502954 198481 159506 151426 11485 151426 170991 0.91140 0.08860 0.00000 false false 216225 216225 937247 435525 501722 247201 226446 20755 179392 10969 168423 907125 INSURANCE RECOVERY RECEIVABLE 235000 DUE FROM AFFILIATE 50170 285170 0 DUE TO AFFILIATES 1578596 SECURITY DEPOSIT 9159 1587755 3186361 7093 1000 8093 3178268 3178268 4332518 7093 1000 8093 4324425 4324425 Part V, Line 4 Describe the Intended uses of the organization's endowment funds. 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. Part X, Line 2 Uncertain Tax Positions 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. Part XI, Line 2D Other revenue on books, not on return intercompany elimination 1,000 Part XII, Line 2d Other Expense on books, not on return intercompany elimination 1,000 X X X X X false false false false false false false true false Maureen Hewitt 382959 104934 31022 2500 29623 551038 0 Gina Deblassie 216375 38907 23057 2500 8146 288985 0 Vanessa Walton 163392 22368 1720 1168 16208 204856 0 Schedule J, Part I, Line 7 Non-Fixed Payments 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. There is no guarantee the award will be made. FORM 990, PART III, LINE 3 SIGNIFICANT CHANGES IN PROGRAM SERVICES During the fiscal year ended 06/30/13, InnovAge Home Care ended the Foster Grandparents and Senior Community Service Employment Programs. FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS 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. FORM 990, PART VI, LINE 11B DESCRIBE PROCESS TO REVIEW 990 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. FORM 990, PART VI, LINE 12C DESCRIBE HOW CONFLICT OF INTEREST POLICY IS MONITORED & ENFORCED 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. FORM 990, PART VI, LINE 15A & 15B DESCRIBE PROCESS FOR DETERMINING COMPENSATION In 2011 Human Capital Connection, 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. Human Capital Connection submitted salary recommendations that were submitted to the full Board of Directors for final approval. FORM 990, PART VI, LINE 19 DESCRIBE HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC InnovAge Home Care makes its governing documents, financials statements and conflict of interest policy available upon request. Form 990, Part VII & Part IX, lines 5 & 11a Jennifer Rhodes compensation Compensation for Jennifer Rhodes was paid through the filing organization and from Innovage, a related entity. A portion of Ms. Rhodes salary is included on line 11a of the statement of functional expense, but the amount cannot be readily determined to disclose on line 5. INNOVAGE HOME CARE NORTH 8950 E Lowry Blvd Denver CO 80230 113757939 HOME CARE CO 273653 35033 NA 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. HO CO TLC Inc CONTINENTAL COMMUNITY HOUSING INC 8950 E Lowry Blvd Denver CO 80230 264520899 SR. HOUSING CO TLC Inc C CORP false false true true true false false false false false false false false true true true false false false Innovage Foundation c 197720 amount received Innovage Foundation d 50170 interco amount Innovage Greater CO Pace (TLC) e 1136011 interco amount