2013-05-14T09:34:57-05:00 2012-06-30 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2011-07-01 237090107 Seniors Inc % INNOVAGE HOME CARE SENI 3033006900 8950 E Lowry Blvd Denver CO 80230 Angela Oakley 2013-05-15 true Rita F Worster CPA 7194714290 2011 2016-02-24 21:20:13Z Innovage Home Care JENNIFER RHODES 8950 E LOWRY BLVD DENVER CO 80230 5816814 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. 9 8 505 167 0 0 1794271 1847247 4092846 3743941 1256 1283 5030 70221 5893403 5662692 69638 1840 0 0 4479713 4174894 0 0 110661 1609471 1558040 6158822 5734774 -265419 -72082 2457556 2986255 777764 1553545 1679792 1432710 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 true 4045491 3777965 HOME CARE SERVICES: THIS PROGRAM PROVIDES COMPASSIONATE, NON-MEDICAL ASSISTANCE TO PEOPLE OF ANY AGE IN THE DENVER METRO AREA, COLORADO SPRINGS, PUEBLO, AND CANON CITY WHO NEED TEMPORARY HELP OR LONG-TERM ASSISTANCE TO MAXIMIZE THEIR PERSONAL INDEPENDENCE. CARE IS CUSTOMIZED AND CAN INCLUDE PERSONAL CARE, MEDICATION REMINDERS, SHOPPING, MEAL PREPARATION, HOUSEKEEPING, SPECIALIZED CARE FOR ALZHEIMER'S PATIENTS, AND RELIEF FOR FAMILY MEMBERS. INNOVAGE HOME CARE ALSO PROVIDES SKILLED NURSING SERVICES IN THE ESTES PARK AREA. INNOVAGE HOME CARE SERVED AN AVERAGE OF 340 CLIENTS PER MONTH, PERFORMING OVER 64,000 CARE VISITS OVER THE FISCAL YEAR. 597786 SENIOR COMPANION PROGRAM: THIS PROGRAM IS A NATIONAL PROGRAM THROUGH WHICH INDIVIDUALS PROVIDE ASSISTANCE AND FRIENDSHIP TO THE AT-RISK ELDERLY AND ADULT-DISABLED POPULATION IN ADULT DAYCARE CENTERS, SENIOR CENTERS, HOSPITALS, AND INDEPENDENT LIVING FACILITIES. BY PROVIDING TRANSPORTATION TO MEDICAL APPOINTMENTS, GROCERY STORES, SOCIAL SERVICE AGENCIES, ETC., TRANSLATION SERVICES AS NEEDED, ASSISTING WITH PAPERWORK, AND OFFERING CONTACT TO 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 117 SENIOR COMPANIONS DURING THE FISCAL YEAR. 418962 Senior Community Service Employment Program (SCSEP) is a national program providing subsidized part-time work-based training. Program participants are placed in a wide variety of community service activities at non-profit and government agencies where they work an average of 20 hours per week and are paid the minimum wage. It is intended that these community service experiences serve as a bridge to other employment positions that are not supported with federal funds. There were 58 participants during the 11/12 fiscal year. Foster Grandparent Program Prescription Drug Assistance Medicare & Medicaid Counseling Helpline Money Management Experience at Work Transportation 61680 1840 0 Total Expense for all Other Program Services 61680 1840 0 5123919 true true false false false false false false true true true false false true true false true true false false false false false false true false false false false true false false false false false false false false true false false false true true false false false false true X 0 0 505 true false false false false false true true false false false false X 9 8 false false true 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 X Ben Brahinsky 1.0 X X 0 0 0 Wendy Tenzyk 1.0 X 0 0 Jerri Brainard 1.0 X X 0 0 Ken Hoagland 1.0 X 0 0 Stephen Kardatzke 1.0 X 0 0 John Butler 1.0 X 0 0 Anne McDow 1.0 X 0 0 Randy McCall 1.0 X 0 0 Ronald Kucic 1.0 X 0 0 Dr Bennett Parnes 1.0 X 0 123472 3773 Dan Blyth 40.0 X 86057 0 7956 Karin Gillies 2.0 X 194627 10508 Lori Rothwell 2.0 X 150220 11288 Maureen Hewitt 2.0 X 383625 23162 Jennifer Rhodes 40.0 X 26235 76 ANGELA OAKLEY - treasurer eff 612 2.0 X 0 0 0 VANESSA WALTON 2.0 X 0 0 0 86057 878179 56763 0 false true false 0 34034 21500 1152911 638802 52702 1847247 MEDICAID REVENUE 900099 1676589 1676589 PROGRAM INCOME 900099 2067352 2067352 3743941 1283 1283 0 0 25078 25078 25078 25078 0 165241 21500 154122 11119 11119 0 0 MISCELLANEOUS REVENUE 900099 18436 18436 FINANCE CHARGES 900099 12623 12623 PROFESSIONAL TRAINING REVENUE 900099 2965 2965 34024 5662692 3777965 37480 0 1840 1840 0 0 131126 131126 0 3464429 3286602 177827 5600 4798 802 296214 215477 80737 277525 263164 14361 359460 344421 4867 10172 38709 38709 0 0 0 0 651810 488466 95708 67636 13948 9795 4153 15575 12147 2924 504 0 0 40675 3272 37403 287629 279476 7846 307 0 0 0 0 32796 7604 25192 21974 18945 2783 246 FOOD 66211 27871 6544 31796 PROVISION FOR BAD DEBT 15954 15954 MISCELLANEOUS 13299 12961 338 5734774 5123919 500194 110661 577528 344080 511196 685617 130282 167282 433672 353748 0 0 0 0 0 0 0 0 44687 39319 1399231 656517 760191 742714 0 0 0 0 0 0 0 75000 0 578495 2457556 2986255 341597 951731 0 0 152753 51185 0 0 0 0 0 0 15273 9553 0 0 268141 541076 777764 1553545 X 1662213 1415131 0 0 17579 17579 1679792 1432710 2457556 2986255 X -72082 -175000 X false true true X true true X 1888443 1965554 1906684 1794271 1847247 9402199 1888443 1965554 1906684 1794271 1847247 9402199 249467 9152732 62298 45457 37478 26545 26361 198139 9600338 19677828 0.95338 0.93739 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 198481 266 266 198481 198481 237 237 198481 170991 503114 27330 502954 198481 159506 151426 11485 151426 170991 0.91143 0.08857 0.00000 false false 216225 216225 937247 435525 501722 231404 220992 10411 14356 0 14356 742714 INSURANCE RECOVERY RECEIVABLE 578495 578495 0 DUE TO AFFILIATES 541076 541076 5662692 5734774 -72082 -175000 -175000 -247082 6071195 254381 154122 408503 5662692 5662692 6318277 254381 329122 583503 5734774 5734774 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 8 Other changes in net assets Impairment of goodwill (175,000) Part XII, Line 2D Other revenue on books, not on return Fundraising Expenses reclassified to revenue statement 154,122 Part XIII, Line 2d Other Expense on books, not on return Fundraising Expenses reclassified to revenue statement 154,122 Impairment of goodwill 175,000 total 329,122 Moonlight 186741 21500 165241 2500 13576 10165 127881 0 186741 21500 165241 2500 13576 10165 127881 154122 11119 X X X X X true false false false false false false false false Karin Gillies 163470 30680 477 0 10508 205135 0 Lori Rothwell 121505 21909 6806 1297 9991 161508 0 Maureen Hewitt 292606 83079 7940 2450 20712 406787 0 Schedule J, Part I, Line 4c Severance Dan Blythe received a severance payment of $24,959.81 during the 2011 calendar year. X Food/Beverages 115 50202 FMV X Supplies 4 2500 FMV false true false Part I, Column B Number of Contributions The number listed in column b represents the number of contributions received. FORM 990, PART III, LINE 2 & 3 SIGNIFICANT CHANGES IN PROGRAM SERVICES InnovAge Home Care (IHC) acquired a Skilled Nursing agency in Estes Park, Colorado in January, 2012. Effective March 1, 2012, IHC consolidated its Canon City, Colorado office with the Pueblo office to increase operational efficiencies. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES Innovage Home Care provides other services to our community, such as the foster grandparent program, energy outreach, prescription drug maintenance, Medicare & Medicaid counseling, helpline, money management, experience at work, and transportation. Foster Grandparents: Foster Grandparents is a national program through which volunteers receive a modest tax-free stipend to tutor and offer emotional support to disadvantaged children with low literacy skills. Foster Grandparents specialize in working one-on-one with children who need extra attention. For example, children in special education programs or those who need assistance catching up after an illness. 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. Prescription Drug Assistance Service: This service helps individuals obtain prescription medications from pharmaceutical companies at little or no cost (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. Homemaker Program: This program provides free temporary respite care services by assisting with cooking and light housekeeping needs. 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. Senior Health Insurance Assistance Program (SHIP): Trained counselors provide accurate and objective counseling, assistance, and education about Medicare and health insurance plans. Senior Community Service Employment Program (SCSEP): SCSEP is a national program providing subsidized, part-time, work-based training. Program participants are placed in a wide variety of community service activities at non-profit and government agencies, work an average of 20 hours a week, and are paid minimum wage It is intended that these community service experiences serve as a bridge to other employment positions that are not supported with federal funds. Care Calls: Volunteers provide free daily or weekly check-in telephone calls for just a friendly chat and to find out if everything is going well for homebound seniors. 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. FORM 990, PART VI, LINE 4 SIGNIFICANT CHANGES TO THE ORGANIZATION'S BYLAWS THE ORGANIZATION UPDATED THE BYLAWS TO INCLUDE THE FOLLOWING ADDITION: THE PRESIDENT AND CHIEF EXECUTIVE OFFICER SHALL HAVE THE AUTHORITY, UPON ONE OR MORE RESOLUTIONS ADOPTED BY A MAJORITY OF THE DIRECTORS THEN IN OFFICE TO: (I) SELECT AND EMPLOY A QUALIFIED ADMINISTRATOR(S) WHO SHALL HAVE THE AUTHORITY AND RESPONSIBILITY TO OPERATE AND MANAGE THE CORPORATION'S SKILLED HEALTH SERVICES AND OVERALL FUNCTIONS IN ACCORDANCE WITH THE COLORADO DEPARTMENT OF PUBLIC HEALTH AND ENVIRONMENT STANDARDS FOR HOSPITALS AND HEALTH FACILITIES, AND (ii) DESIGNATE AND EMPLOY ONE OR MORE INDIVIDUALS AS THE AGENCY MANAGER(S) WHO SHALL HAVE THE AUTHORITY AND RESPONSIBILITY TO SUPERVISE THE PROVISION OF NON-MEDICAL/PERSONAL CARE SERVICES OF THE CORPORATION IN ACCORDANCE WITH THE COLORADO DEPARTMENT OF PUBLIC HEALTH AND ENVIRONMENT STANDARDS FOR HOSPITALS AND HEALTH FACILITIES. FORM 990, PART VI, LINE 6 MEMBERS OR STOCKHOLDERS For 990 purposes, Innovage, a related entity, is a member of Innovage Home Care. Innovage appoints board members for the organization. FORM 990, PART VI, LINE 7A ELECTION OF GOVERNING BODY Innovage approves and can remove board appointments. FORM 990, PART VI, LINE 7B DECISIONS 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 XI, LINE 5 OTHER CHANGES IN NET ASSETS IMPAIRMENT OF GOODWILL (175,000) FORM 990, PART V, LINE 1A 1099s For the 2011 tax year, all 1099s were issued through Total Longterm Care, dba Innovage Greater Colorado PACE, a related entity. FORM 990, PART VII AND PART IX Dr. Bennett Parnes COMPENSATION LISTED ON PART VII FOR DR. PARNES IS FOR SERVICES PROVIDED TO INNOVAGE GREATER COLORADO PACE, A RELATED ORGANIZATION, AND NOT FOR HIS SERVICE AS A BOARD MEMBER OF INNOVAGE HOME CARE. LINE 5 OF PART IX DOES NOT INCLUDE AMOUNTS FOR HIS COMPENSATION SINCE IT IS NOT A PART OF THIS ORGANIZATION'S EXPENSES. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Jerri Brainard TITLE:Chairman: 10/06 - Current HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Dr. Bennett Parnes TITLE:Board Member: 04/12 - Current HOURS:39 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Karin Gillies TITLE:Treasurer, CFO: 04/11 - 03/12 HOURS:38 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Lori Rothwell TITLE:Secretary: 04/11 - 03/12 HOURS:38 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:Maureen Hewitt TITLE:President: 04/11 - Current HOURS:38 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANGELA OAKLEY - treasurer eff 6/12 TITLE:CFO: 04/12 - CURRENT HOURS:38 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:VANESSA WALTON TITLE:SECRETARY 3/12 - CURRENT HOURS:38 INNOVAGE HOME CARE NORTH 8950 E Lowry Blvd Denver CO 80230 113757939 HOME CARE CO 183880 55040 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 8950 E Lowry Blvd Denver CO 80230 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. HOUSE 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 true true true false false false