2014-11-12T09:42:13-06:00 2014-06-30 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2013-07-01 560994323 RALPH SCOTT LIFESERVICES INC RALP 3362271011 408 WEST TRADE STREET BURLINGTON NC 27217 JENNIFER HELTON PRESIDENT/CEO 3362271011 2014-11-11 1 SUSAN M BALKE P01056462 8283222070 2013 2015-11-30 17:44:51Z JENNIFER HELTON 408 WEST TRADE STREET BURLINGTON NC 27217 8554544 0 X RSLI.ORG X 1971 NC RALPH SCOTT LIFESERVICES, INC. PROVIDES INDIVIDUALIZED COMMUNITY LIVING SERVICES AND SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. THESE SERVICES ARE DESIGNED TO PROMOTE SOUND HEALTH, DIGNITY, GROWTH, STABILITY AND COMMUNITY INVOLVEMENT. 21 21 348 5 0 0 84783 53891 8564952 8459586 11386 2530 0 27830 8661121 8543837 0 0 0 0 6543690 6414321 0 0 0 2651215 2566946 9194905 8981267 -533784 -437430 2250119 1808420 561122 548462 1688997 1259958 X RALPH SCOTT LIFESERVICES, INC. PROVIDES INDIVIDUALIZED COMMUNITY LIVING SERVICES AND SUPPORT FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES. THESE SERVICES ARE DESIGNED TO PROMOTE SOUND HEALTH, DIGNITY, GROWTH, STABILITY AND COMMUNITY INVOLVEMENT. 0 0 7009817 7500117 RSL PROVIDES INDIVIDUALIZED SERVICES AND RESIDENTIAL LIVING SUPPORTS FOR APPROXIMATELY 115 PEOPLE WITH INTELLECTUAL AND OTHER DEVELOPMENTAL DISABILITIES IN ALAMANCE AND CASWELL COUNTIES. SERVICES INCLUDE SUPERVISION, TRANSPORTATION, COORDINATING MEDICAL APPOINTMENTS, AND DIRECT SUPPORT IN ACTIVITIES OF DAILY LIVING (BATHING, DRESSING, MEDICATIONS, MEALS, AND HYGIENE). INDIVIDUALS RECEIVE SUPPORTS TO HELP MAINTAIN RELATIONSHIPS AND CONNECTIONS WITH THE COMMUNITY; DEVELOP INTERESTS; BUILD NATURAL SUPPORTS; AND TO BE ACTIVE CITIZENS. LOCATIONS INCLUDE: 12 DDA HOMES, 5 ICF/MR HOMES, 2 HOMES SUPPORTING INDIVIDUALS WITH DUAL DIAGNOSIS OF MENTAL ILLNESS AND MENTAL RETARDATION,AND 4 SUPPORTED LIVING APARTMENTS THAT SUPPORT UP TO 15 ADULTS. SUPPORTS ALSO INCLUDE IN-HOME SERVICES TO INDIVIDUALS WHO LIVE IN THEIR OWN APARTMENTS OR HOMES. 917561 959469 OFFERS AN ADULT DAY PROGRAM TO PROVIDE SUPPORTS TO APPROXIMATELY 70 INDIVIDUALS WITH INTELLECTUAL OR OTHER DEVELOPMENTAL DISABILITIES AND SERVES BOTH INDIVIDUALS FROM THE COMMUNITY AND OUR RESIDENTIAL PROGRAMS. OPPORTUNITIES ARE OFFERED TO SOCIALIZE, EXERCISE, COMMUNICATION, EXPAND LEISURE INTERESTS, ARTS AND MUSIC, AND TO TEACH DAILY LIVING AND WORK SKILLS. PROGRAM PARTICIPANTS ARE ENCOURAGED TO BE AN ACTIVE PART OF THEIR COMMUNITY AND EVEN VOLUNTEER IN SPECIAL PROGRAMS AND MEALS ON WHEELS. 7927378 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 348 1 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 NC X JENNIFER HELTON 3362271011 408 W TRADE STREET BURLINGTON NC 27217 AMY CHANDLER TREASURER 1.00 X X 0 0 0 CHARLES MAYE DIRECTOR 1.00 X 0 0 0 CONNIE POOVEY BOARD CHAIR 1.00 X X 0 0 0 EMILY MCDONALD DIRECTOR 1.00 X 0 0 0 FAIRFAX REYNOLDS VICE CHAIR 1.00 X X 0 0 0 JAMES JOHNSON DIRECTOR 1.00 X 0 0 0 JEFFREY ANDREWS DIRECTOR 1.00 X 0 0 0 CHAN CHANDLER III DIRECTOR 1.00 X 0 0 0 LIZ BAILEY DIRECTOR 1.00 X 0 0 0 MAMIE BELTON-EVANS DIRECTOR 1.00 X 0 0 0 PAULA REARDON DIRECTOR 1.00 X 0 0 0 RUSSELL GILL DIRECTOR 1.00 X 0 0 0 STEVE BLACK DIRECTOR 1.00 X 0 0 0 CINDY BRADY DIRECTOR 1.00 X 0 0 0 ETHEL GWYNN DIRECTOR 1.00 X 0 0 0 DR JAMES HEDRICK DIRECTOR 1.00 X 0 0 0 KELLY MAY DIRECTOR 1.00 X 0 0 0 CHAD SLAUGHTER DIRECTOR 1.00 X 0 0 0 JOANNA FOUST-WARREN DIRECTOR 1.00 X 0 0 0 DR CYNTHIA TOULOUPAS DIRECTOR 1.00 X 0 0 0 JOHN NICHOLSON DIRECTOR 1.00 X 0 0 0 JENNIFER HELTON CEO 40.00 X 84028 0 0 84028 0 0 0 0 0 0 0 53891 53891 MEDICAID/MEDICARE PAYM 623000 6352239 6352239 RESIDENT FEES - DDA,IC 623000 1044331 1044331 STATE/COUNTY CONTRACTS 623000 1031097 1031097 ANCILLARY 623000 31919 31919 8459586 2530 2530 38537 10707 27830 27830 8543837 8459586 0 30360 84028 84028 5524450 4994048 530402 401035 341027 60008 404808 360043 44765 197663 147591 50072 1720 1720 31094 763 30331 316292 315955 337 18482 16091 2391 3610 3610 61398 35968 25430 573335 533299 40036 FOOD AND PROVISIONS 317923 316175 1748 ICF ASSESSMENT 221150 221150 SUPPLIES 140521 139539 982 BUILDING & GENERAL REPA 130149 105604 24545 553609 396515 157094 8981267 7927378 1053889 0 13247 8982 828080 619757 527560 410861 119538 18325 3445978 2814974 683022 631004 42132 84529 36540 34962 2250119 1808420 401804 407990 159318 140472 561122 548462 X 1688634 1259595 363 363 1688997 1259958 2250119 1808420 -437430 8391 0 X X 0 1 X 1 0 X 48079 55024 35164 84783 53891 276941 8349632 8588220 8634041 8564953 8459586 42596432 27830 27830 8397711 8643244 8669205 8649736 8541307 42901203 0 0 0 42901203 27557 16886 4978 3277 2530 55228 27557 16886 4978 3277 2530 55228 -24885 7628 -17257 8425268 8660130 8649298 8660641 8543837 42939174 0.99910 0.99810 0.00130 0.00220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42613 32406 1601 910 84529 0 42489 260 136 42132 1.00000 0 0 35672 35672 1258138 755763 502375 111511 93146 18365 2040657 1966065 74592 631004 X 8554544 10707 10707 8543837 0 8543837 8991974 10707 10707 8981267 0 8981267 PART X, LINE 2: THE ORGANIZATION IMPLEMENTED THE NEW ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF JUNE 30, 2014 , THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES ALLOCATED TO FUNDRAISING EVENT 10,707. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ALLOCATED TO FUNDRAISING EVENTS 10,707. MAIL SOLICITATION 23930 23930 72 CHRISTMAS ORNAMENTS 14607 14607 10635 38537 38537 10707 10707 27830 FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED AND APPROVED BY THE FULL BOARD OF DIRECTORS IF IT IS COMPLETED IN TIME FOR THE OCTOBER BOARD MEETING (3RD TUESDAY). IF NOT COMPLETED BY THEN, THE EXECUTIVE COMMITTEE REVIEWS THE 990 DURING THEIR NOVEMBER MEETING, AND THE FULL BOARD OF DIRECTORS SUBSEQUENTLY APPROVES THE 990 DURING THE JANUARY MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES ARE COVERED UNDER THE WHISTLEBLOWER POLICY. ALL EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT. DETERMINATIONS ARE MADE BY THE CEO/BOD/HR. FORM 990, PART VI, SECTION B, LINE 15 BOD DETERMINES COMPENSATION FOR CEO ANNUALLY BY INDUSTRY COMPARISON OF SALARIES GATHERED BY HR MANAGER. COMPENSATION FOR OTHER OFFICERS & KEY EMPLOYEES IS BASED ON ESTABLISHED PAY PLAN DETERMINED BY THE BOARD OF DIRECTORS. AN ANNUAL REVIEW OF THE BUDGET AND APPROVAL OF ADJUSTMENTS IS MADE BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 RALPH SCOTT LIFESERVICES, INC. DISCLOSES IN THE ANNUAL REPORT THAT THESE DOCUMENTS ARE AVAILABLE AT THE CORPORATE OFFICE. THIS INFORMATION IS ALSO AVAILABLE ON RSL'S WEBSITE. FORM 990, PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM PRIOR YEAR