2014-08-12T13:49:15-07:00 2013-12-31 990 2013-01-01 314379494 LIFECARE ALLIANCE LIFE 6142783130 1699 West Mound Street Columbus OH 43223 Charles Gehring CEO/President 6142783130 2014-08-12 2013 2015-11-30 17:44:51Z Charles W Gehring 1699 West Mound Street Columbus OH 43223 11751863 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. LifeCare Alliance, a not-for-profit organization, provides a comprehensive array of health and nutrition services to older adults and individuals with a chronic illness or disability in central Ohio. 32 31 279 7600 481104 0 4353469 3423019 8986221 8182594 -226105 59491 0 0 13113585 11665104 374014 420833 0 0 6160803 6348891 0 0 587520 5751447 5567813 12286264 12337537 827321 -672433 18553467 17464582 2519650 1551306 16033817 15913276 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 2013, LifeCare Alliance served nearly 15,000 clients with a demographic profile as follows: Seventy-two percent (72%) are female, 43% are minority, 60% are age 65 and older, and 64% have annual incomes of less than $20,000. LifeCare Alliance pioneered the delivery of community health and nutrition services. With a staff of approximately 217 dedicated individuals and 7,600 volunteers, LifeCare Alliance continues to assist residents in central Ohio through its signature programs. 0 0 6518143 7098366 Meals-on-Wheels provides nourishing food and a daily visit to homebound, older adults and individuals 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 more than 5,000 meals a day, including meals for children in day care and after-school programs. In 2013, volunteers and staff delivered 901,765 meals to 5,025 clients in Franklin, Madison and Marion counties. Meals-for-Kids delivers meals to after-school care sites for school-aged children and to daycare centers and charter schools. In 2013, Meals-for-Kids provided 195,025 meals to predominately low-income and at-risk children at 14 sites in central Ohio. Seventy-eight percent (78%) of the Meals-on-Wheels clients are age 65 or older, 76% have an annual income of less than $20,000, 61% are female, and 39% are minority. In 2013, 5,165 Meals-on-Wheels volunteers logged 413,989 miles and 102,021 hours of service in Franklin, Madison, and Marion counties. Senior Dining Centers provide meals for older adults and individuals with a medical challenge and/or disability at community dining centers and restaurants in 18 locations across central Ohio, including culturally diverse meals at 11 Asian and Somali restaurants. Transportation is available to most locations. LifeCare Alliance is the largest provider of senior meals through the 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 2013, the program served over 150,000 meals to 4,348 clients. Eighty percent (80%) of the Senior Dining Center clients are age 65 or older, 85% have annual incomes of less than $20,000, 64% are female, and 56% are minority. 838906 743574 Wellness Service provides health care services in community wellness centers located throughout Franklin County 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 medical nutrition therapy, weight management programs, diabetes self-management, and a wide variety of nutrition education programs. Wellness Service provides 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 2013, the program served 1,267 clients through 6,091 visits to wellness and foot care centers, provided screening services to 999 clients in corporate and health fair settings, and conducted 1,934 flu shots and 333 adult immunizations. Ninety-one percent (91%) of the Wellness Services clients are age 65 or older, 37% have annual incomes of less than $20,000, 62% are female, and 31% are minority. Visiting Nurses provide health care linkage services to assist clients with managing their health, nutrition and well-being. In 2013, the program serve 291 clients, completing 412 successful linkages to transportation, legal advice, medical care, therapists, home care and meal programs. 909099 846835 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 true 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 2013, the program served 3,161 clients providing 1,656 mammograms, 812 head-to-toe cancer screenings, and 693 clients with home care support services. Fifteen percent (15%) of all Columbus Cancer Clinic clients are age 65 or older, 85% have annual incomes of less than $20,000, 59% are female, and 43% 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. 1063740 837998 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 installations, and floor and drywall repairs. In 2013, the program provided 33,575 hours of service to 572 clients, and provided home repairs to 109 clients. Eighty-seven percent (87%) of Help-at-Home clients are age 65 or older, 77% have annual income of less than $20,000, 70% are female and 40% are minority. 157649 131599 Project OpenHand-Columbus provides nutritionally enriched home-delivered meals, pantry items, a congregate meal program, nutritional supplements, and assessments and counseling to men, women, and children living with HIV/AIDS in central Ohio. In 2013, Project OpenHand-Columbus provided 17,406 home-delivered meals, 2,322 congregate meals, and 15,351 pantry bags to more than 500 clients. Nearly 31% of clients are age 55 or older, 91% have an annual income of less than $20,000, 18% are female, and 48% are minority. Project OpenHand began in San Francisco, and was founded in Columbus in 1994. This agency merged with LifeCare Alliance in 2004. 1082819 578330 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 Avenue. Carrie's Café operates as our flagship dining center, but also serves as a restaurant open to the public. Recent trends in not-for-profit agencies indicate there are a greater number of charitable organizations that 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. 115781 97407 Groceries-to-Go Pantry 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 2013, the program served 1,005 clients through more than 8,668 pantry visits, providing more than 26,004 grocery bags equating to 78,012 meals, along with 1,250 cases of nutritional supplements. Seventy percent (70%) of the items are delivered to the clients. 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 objective is to provide individuals with the tools, including self-confidence, decision making and increased knowledge/awareness, to prevent violence and protect themselves from physical, financial and emotional abuse. In 2013, the program educated 1,227 participants through 93 community programs. Senior Pet Care provides clients assistance in taking care of 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 2013, the program provided food, supplies, grooming, and veterinary visits to 420 clients and 495 pets. Volunteer Services - The volunteers of LifeCare Alliance serve our 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 2013, volunteers contributed more than 193,331 hours and drove more than 464,625 miles to care for underserved individuals in central Ohio. 2419989 0 1645334 10686137 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 107 0 1 279 1 1 0 0 0 0 0 1 1 0 0 0 0 X 32 31 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 St Columbus OH 43223 Thomas H Welch Chair 1 0 X 0 0 0 Joseph W Cole II Vice Chair 1 0 X 0 0 0 Cathy Mayne Lyttle Secretary 1 0 X 0 0 0 Kent C Hess Treasurer 1 0 X 0 0 0 Brian X Tierney Assistant Treasurer 1 0 X 0 0 0 Robert O Click 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 Donna Buckley Board Member 1 0 X 0 0 0 Hugh C Cathey Board Member 1 0 X 0 0 0 Karen 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 Dino D Lanno 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 Michael 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 1 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 Timothy O Weichers Board Member 1 0 X 0 0 0 Randolph C Wiseman Board Member 1 0 X 0 0 0 Vinson Yates Board Member 1 0 X 0 0 0 CWGehring-JGregory-MGain-ADenning Pres/CEO, SVP/Oper, VP/CFO, VP/Advancement 45 0 X 564392 0 49235 564392 0 49235 2 0 1 0 0 0 0 271579 0 623464 2527976 0 3423019 Contracts for Services 900099 1506962 1025858 481104 0 Self Fees 624120 263551 263551 0 0 Third Party Payments 621399 26909 26909 0 0 Fees and contracts from government agencies 624120 6332684 6332684 0 0 Medicare and Medicaid payments 621990 11949 11949 0 0 40539 40539 0 0 8182594 59491 0 0 59491 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 86759 271579 86759 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11665104 7701490 481104 59491 0 0 420833 420833 0 0 0 0 665563 211525 276283 177755 0 0 0 0 4634637 4037302 385099 212236 43426 35832 3814 3780 617739 497526 54490 65723 387526 341726 30752 15048 0 0 0 0 30373 0 30373 0 52500 0 52500 0 0 0 0 0 0 0 0 0 0 0 146886 122357 24529 0 32353 25942 0 6411 119539 87296 18332 13911 48635 9538 31304 7793 0 0 0 0 361938 324187 23930 13821 269885 265794 2365 1726 0 0 0 0 38978 17146 19431 2401 0 0 0 0 0 0 0 0 501438 432286 51203 17949 66012 41339 23263 1410 Transportation 696388 696388 0 0 Program Supplies 454483 454483 0 0 Food & Meal Contracts 2387775 2387775 0 0 Repairs and Maintenance 172390 162372 10018 0 188240 114490 26194 47556 12337537 10686137 1063880 587520 826805 816606 3308010 817740 311055 245669 808397 873138 0 0 0 0 750000 650000 150942 115229 125177 126446 14989288 6490610 8619953 8498678 0 0 3378006 5010546 0 0 0 0 275122 310530 18553467 17464582 1218840 1069352 0 0 110319 91240 0 0 0 0 0 0 1141644 344759 0 0 48847 45955 2519650 1551306 X 11725724 11389098 3455986 3494743 852107 1029435 16033817 15913276 18553467 17464582 -672433 551892 0 0 0 0 X 1 X 1 X 1 1 1 X 3672888 3146373 2946998 3353469 3423019 16542747 0 0 0 0 0 0 0 0 0 0 0 0 3672888 3146373 2946998 3353469 3423019 16542747 16542747 34444 70215 66640 63586 59491 294376 0 0 0 0 0 0 0 0 0 0 0 0 16837123 0 0.98252 0.98398 X Schedule A, Part II, Line 10 Not applicable. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 2723171 0 188472 0 0 0 2911643 0.27 0.21 0.52 1 0 270000 0 270000 10278556 0 3253987 7024569 0 0 0 0 4440732 0 3236623 1204109 0 0 0 0 8498678 0 0 Money market funds 1366112 F Mutual funds 2000636 F Corporate stock 1643798 F 5010546 Charitable remainder annuity 45955 45955 X 12233992 551892 0 0 86759 638651 11595341 0 69763 69763 11665104 12354533 0 0 0 86759 86759 12267774 0 69763 69763 12337537 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 pursuant 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 exemptions 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 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. As of December 31, 2013, tax filing periods ended 2009 and prior are closed. No tax liability accrual was recorded as of the year ended December 31, 2013 relating to material uncertain positions taken as management believes there are none. Schedule D, Part XI, Line 2d Net revenue from special events after charitable contributions. Schedule D, Part XI, Line 4b Interoffice catering revenue related to special event. Schedule D, Part XII, Line 2d Special events fundraising expenses. Schedule D, Part XII, Line 4b Interoffice catering expense related to special event. Big Wheels Gala 304425 217717 86708 0 0 69763 0 0 16945 SAKS Key to the Cure 53913 53862 51 0 0 0 0 0 51 0 358338 271579 86759 0 0 69763 0 0 16996 86759 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. 3214 420833 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 funder's requirements. X X X X X 0 1 0 0 0 0 0 0 0 CWGehring-JGregory-MGain-ADenning Pres/CEO, SVP/Oper, VP/CFO, VP/Advancement 530034 0 49963 0 0 0 11587 0 33630 0 625214 0 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 positions and 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 452157 Food and client transportation 0 Form 990, Part V, Line 3b Application for extension to file was approved and due date to file is extended to November 15, 2014 Notice CP211A 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 organization 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 14, 2014. New due date is August 15, 2014.