2012-08-09T17:00:26-07:00 2011-12-31 990 2011-01-01 314379494 LIFECARE ALLIANCE LIFE 6142783130 1699 West Mound Street Columbus OH 43223 Charles Gehring 6142783130 2012-08-10 2011 2016-02-24 21:20:13Z Charles W Gehring 1699 West Mound Street Columbus OH 43223 11903419 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. 31 30 240 7600 396999 0 3146373 2946998 9738596 8830065 70215 66640 0 0 12955184 11843703 468802 411413 0 0 6360880 6125541 0 0 574657 6070358 5480745 12900040 12017699 55144 -173996 18261391 17428959 3164048 2542649 15097343 14886310 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 2011, 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 201 dedicated individuals and 7,600 volunteers, LifeCare Alliance continues to assist residents in Central Ohio through its signature programs. 0 0 7203461 7331442 Meals-on-Wheels provides nourishing food and a daily visit to homebound, older adults and individuals with a disability and/or chronic illness 365 days a year. Meal options include hot, cold, frozen, diet, kosher, vegetarian, pureed and mechanical soft, along with meals for specialty diets. The Meals-on-Wheels program serves as many as 6,000 meals a day, including meals for kids in day care and after school programs. In 2011, volunteers and staff delivered 1,030,884 meals in Franklin and Madison counties with volunteers contributing to 5,000 clients. Meals-for-Kids Program delivers meals to after-school care sites for school age children and to daycare centers and charter schools. Meals-for-Kids provided 259,903 meals in 2011 to predominately lower-income and at-risk children at 24 sites in Central Ohio. Eighty-nine (89%) of the Meals-on-Wheels clients are over the age of 65, 99% have incomes less than $20,000 annually, 65% are female, and 38% are minority. In 2011, 4,835 Meals-on-Wheels volunteers logged 395,721 miles and 96,980 hours of service. Senior Dining Centers provide meals for older adults and individuals with a disability and/or chronically ill adults at community dining centers and restaurants in over twenty locations across Central Ohio, including culturally diverse meals at fourteen 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 increasing the number of Central Ohioans who achieve a higher level of successful aging, defined as the avoidance of disease and disability, maintenance of high cognitive and physical functioning, and engagement with life. In 2011, the program served 151,713 meals to 3,980 clients. Eighty-two percent (82%) of the Senior Dining Center clients are over the age of 65, 96% have incomes less than $20,000 annually, 67% are female, and 56% are minority. 780730 912172 Wellness Service provides health care services in community wellness centers throughout Franklin County. The community wellness centers are located in areas where the population is under-served, has limited access to health care and/or has limited financial resources. Services include, but are not limited to, health assessments, skilled nursing care, and screening tests with a focus on health promotion and education, disease prevention and chronic disease management. In addition to the registered nurses, the wellness program employs registered dietitians who provide medical nutrition therapy, weight management programs, diabetes self management and educational programs on a wide variety of nutrition topics. A registered pharmacist provides medication reviews and assists clients with medication management. In 2011, the nurses and dietitians provided services to 993 clients in the community wellness centers, and screening services to 4,208 clients in the corporate and health fair settings. The adult immunization program offers a full array of adult immunizations from A(hepatitis A) to Z(zoster/shingles) vaccine as well as an international travel health clinic which provides a comprehensive pre-travel assessment as well as all vaccines needed for international travel. The nurses provided flu shots to 2,479 individuals. One hundred percent (100%) of the Wellness Services clients are over the age of 65, 38% have incomes less than $20,000 annually, 68% are female, and 31% are minority. The wellness team also provides health care services in the corporate setting. The Catch the Wellness Spirit Wellness Program provides on-site services including all of the same services provided in the community setting as well as personal face to face coaching at the worksite with the registered nurse and dietitian. Health fairs for community organizations and businesses are a recent addition to the wellness program. In 2011, the Corporate Wellness program served thirty-six corporations including; White Castle System, Inc., Highlights for Children, Huntington Bank, Porter Wright Morris & Arthur, LLP, Grange Insurance and Gahanna-Jefferson Public Schools. Visiting Nurses, a Medicare/Medicaid certified service provides health care linkage service to assist patients with managing their chronic health conditions. This program, which began in 1898, also provides a Visiting Pharmacist, arranging medications and reducing drug interaction. 913308 857594 Columbus Cancer Clinic, a Medicare/Medicaid certified service, provides education about cancer prevention and early detection, head-to-toe cancer screenings, examinations and mammograms regardless of the ability to pay. In 2011, the program served 3,469 clients providing 1,593 mammograms, 1,163 head-to-toe cancer screenings, and 713 clients with home care support services. In addition, the program provides low-income, under insured or uninsured individuals living with active cancer with medical supplies, medical equipment, medication assistance, transportation to and from cancer related medical appointments, pantry items, nutritional supplements and emergency financial assistance to those home care support patients who are about to lose daily necessities such as housing and/or utilities. The program will provide skilled nursing care, home health aide, social work, therapy and/or dietitian if needed to maintain the patient in the home setting. All home care support services are free of charge. In 2011, the Home Care Support service served 713 Central Ohioans living with active cancer. Wigs and breast prostheses may be obtained free of charge. Twenty-two percent (22%) of all Columbus Cancer Clinic clients are over the age of 65, 60% have incomes less than $20,000 annually, 86% are female, and 42% are minority. The Columbus Cancer Clinic began in 1921 and is the oldest free cancer clinic in the United States. The Columbus Cancer Clinic merged into LifeCare Alliance in 2005. 702836 684246 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. In addition, Help-at-Home coordinates home repair projects for clients in need of safety and health related repairs such as repairing electrical or plumbing issues, installing grab bars and railings, repairing floors and drywall. In 2011, the program provided 14,113 hours of homemaker and/or home health aide services to 211 clients. Ninety three percent (93%) of the Help-at-Home clients are over the age of 65, 75% have incomes less than $20,000 annually, 71% are female and 37% are minority. 145701 132427 Project OpenHand-Columbus provides home-delivered nutritionally enriched meals, pantry items, nutritional supplements, nutritional assessments, counseling and a congregate meal program to men, women, and children living with HIV/AIDS in Central Ohio. In 2011, Project OpenHand Columbus provided over 22,448 home-delivered meals and served over 300 congregate meals as well as provided over 10,584 bags of groceries to 637 clients. Nearly 17% of the Project OpenHand-Columbus clients are aged 55 or over, 91% have incomes less than $20,000 annually, 27% are female, and 59% are minority. Project OpenHand began in San Francisco, and was founded in Columbus in 1994. This agency merged into LifeCare Alliance in 2004 618828 588429 L.A. Catering is one of LifeCare Alliance's social entrepreneurship programs, offering full-service catering using the culinary expertise of LifeCare Alliance kitchen staff and working from the kitchen facility at 1699 West Mound Street. L.A. Catering is a preferred caterer at 16 locations throughout Central Ohio; or we can provide for your catering needs at your own facility or at our L.A. Catering Event Center. Carrie's Cafe is not just for our senior clients. The public, our donors and volunteers are all able and encouraged to take advantage of the services housed in Carrie's Cafe. This enables Carrie's Café to be an intergenerational experience. Anyone can visit the café for breakfast or lunch, use L.A. Catering for their events, rent event space, and/or take advantage of the café's programming. Like any community, the more diverse the population, the more fruitful the outcomes. 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. 93440 98844 Groceries-to-Go food pantry provides groceries, personal hygiene items, and cleaning supplies to individuals of the Project OpenHand-Columbus and the Columbus Cancer Clinic programs. These clients are living with HIV/AIDS and/or active cancer. In 2011, the program served 938 clients at 3,706 pantry visits, providing 21,702 grocery bags equating to 65,106 meals, along with 3,200 cases of Ensure. IMPACT Safety has been serving the community for 18 years, by developing and teaching interpersonal safety skills to a wide range of populations including women, youth, those with disabilities, the elderly, and professionals in the workplace. IMPACT Safety's expertise is recognized internationally as well as locally. 1560805 0 1503946 10458304 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 X 77 0 1 240 1 1 0 0 0 0 0 1 1 0 0 0 0 X 31 30 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 Robert O Click 1 X 0 0 0 Thomas H Welch 1 X 0 0 0 Joseph W Cole II 1 X 0 0 0 Cathy Mayne Lyttle 1 X 0 0 0 Matthew N McPeek 1 X 0 0 0 Brian X Tierney 1 X 0 0 0 Randolph C Wiseman 1 X 0 0 0 Curt C Anderson 1 X 0 0 0 Terry A Boyd 1 X 0 0 0 Kimberly J Brown 1 X 0 0 0 Donna Buckley 1 X 0 0 0 Hugh C Cathey 1 X 0 0 0 Sanjay Dudaney 1 X 0 0 0 Robert L Fenner 1 X 0 0 0 Robert A Fleming 1 X 0 0 0 Charlotte E Glenn Frey 1 X 0 0 0 Martha Lovette Fry 1 X 0 0 0 Elizabeth A Haselwood 1 X 0 0 0 Kent C Hess 1 X 0 0 0 Dino D Lanno 1 X 0 0 0 T Earl Levere 1 X 0 0 0 William E Lyons 1 X 0 0 0 Patricia A McKnight 1 X 0 0 0 Dan Neumeyer 1 X 0 0 0 Colleen K Nissl 1 X 0 0 0 Steve Niswonger 1 X 0 0 0 Denise M Robinson 1 X 0 0 0 Donna M Ruscitti 1 X 0 0 0 Erin Shannon 1 X 0 0 0 Thomas P Skoog 1 X 0 0 0 Eric C Smith 1 X 0 0 0 CWGehring-JGregory-MGain-ADenning 45 X X X 512046 0 40437 512046 0 40437 1 0 1 0 0 0 0 270136 0 189079 2487783 0 2946998 Contracts for services 900099 1947276 1550277 396999 0 Self Fees 624120 245122 245122 0 0 Third party payments 621399 35117 35117 0 0 Fees and contracts from government agencies 624120 6380468 6380468 0 0 Medicare & Medicaid payments 621990 24061 24061 0 0 198021 198021 0 0 8830065 66640 0 0 66640 0 0 0 0 0 0 0 0 0 0 0 0 59716 270136 59716 0 0 0 0 11843703 8433066 396999 66640 0 0 411413 411413 0 0 0 0 547405 176092 224692 146621 0 0 0 0 4510300 3931145 372600 206555 0 0 0 0 616802 498190 68152 50460 451034 391111 36182 23741 0 0 0 0 12520 0 12520 0 55200 0 55200 0 0 0 0 0 0 0 0 0 0 0 78707 65969 12738 0 19389 12702 0 6687 126285 93006 18529 14750 55347 10581 36987 7779 0 0 0 0 447925 409380 23276 15269 230618 226603 2312 1703 0 0 0 0 30334 13260 15614 1460 0 0 0 0 0 0 0 0 453337 401160 35271 16906 72981 46345 26310 326 Transportation 614269 614269 0 0 Program supplies 508302 508302 0 0 Food and meal contracts 2381243 2381243 0 0 Repairs and maintenance 194899 187596 6218 1085 199389 79937 38137 81315 12017699 10458304 984738 574657 1335557 1635001 561254 402154 1159213 490767 1085418 1055917 0 0 0 0 0 0 156755 164535 64287 76049 14484948 5474636 9265214 9010312 0 0 3301882 3167358 0 0 0 0 1331811 1426866 18261391 17428959 1349348 1075456 0 0 116622 116502 0 0 0 0 0 0 1645000 1300000 0 0 53078 50691 3164048 2542649 X 10437084 10669820 3864552 3431013 795707 785477 15097343 14886310 18261391 17428959 X -173996 -37037 X 1 1 1 X 1 1 X 5489881 4139163 3672888 3146373 2946998 19395303 5489881 4139163 3672888 3146373 2946998 19395303 0 19395303 253462 46127 34444 70215 66640 470888 0 0 0 0 0 0 0 0 0 0 19866191 0 0.97630 0.9793 X Not applicable. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3219310 0 18881 0 125000 0 3113191 2911643 0 307667 0 0 0 3219310 2723171 0 188472 0 0 0 2911643 3179925 0 -456754 0 0 0 2723171 0.23 0.25 0.52 1 0 270000 0 270000 10097801 0 2714046 7383755 0 0 0 0 4117147 0 2760590 1356557 0 0 0 0 9010312 0 0 Money market funds 40344 F Mutual funds 1040190 F Corporate stock 1929356 F Government bonds 157468 F 3167358 Property held for resale 1174054 Beneficial interest in assets held by Foundation 252812 1426866 0 Charitable remainder annuity 50691 50691 11843703 12017699 -173996 -37037 0 0 0 0 -37037 -211033 11866382 -37037 0 0 59716 22679 11843703 0 0 0 11843703 12077415 0 0 0 59716 59716 12017699 0 0 0 12017699 SchD_P05_S00_L04 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 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. SchD_P10_S00_L02 Schedule D, Part X, Line 2 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 statis and thus would meet the definition of an uncertain tax position. As of December 31,2011, tax filing periods for years ended 2007 and prior are closed. Management has not been notified that their tax returns for years 2008 and subsequent are currently under examination. No tax liability accrual was recorded as of the years ended December 31, 2011 or 2010, relating to material uncertain positions taken as management believes there are none. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Net revenue from special events after charitable contributions. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Special events fundraising expenses. Big Wheels Gala 244252 200261 43991 0 0 0 0 0 43991 Saks Hope for the Cure 59301 48622 10679 0 0 0 0 0 10679 1 26300 21254 5046 0 0 0 0 0 5046 329853 270137 59716 0 0 0 0 0 59716 59716 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. 2000 411413 0 SchI_P01_S00_L02 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 tothe funding organization on a monthly, quarterly or annual basis in accordance to the funder's requirements. X X X X X 0 0 0 0 0 0 0 0 0 CWGehring-JGregory-MGain-ADenning 475197 0 36849 0 0 0 0 0 40850 0 552896 0 SchJ_P01_S00_L03 Schedule J, Part I, Line 3 President/CEO - Compensation is reviewed and approved by a compensation committee made up of Board executive members. The committee uses data from salary surveys of similar positions and similar, comparably 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. Robert Fleming Individual Trustee 459184 Food and client transportation 0 F990_P05_S00_L03b Form 990, Part V, Line 3b Application for extension to file was approved and due date to file is extended to November 15, 2012, Notice number: CP211A, dated April 16, 2012. F990_P06_S0B_L11b 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. F990_P06_S0B_L12c 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 requiring any situation or involvement that may conflict with the interests of the agency at time of hire. If during the course of employment, staff should report to his/her supervisor if any situation producing conflict of interest may arise. Failure to comply will result in termination of employment. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 President/CEO - Compensation is reviewed and approved by a compensation committee made up of board executive 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/Chiel Financial Officer and Senior VP of Operations - Compensation is determined using data from salary surveys from other non-profit organizations, United Way, and OANO. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The organization makes its governing documents, conflict of interest policy and financial statements available upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized loss from investments. Application or extension to file an exempt organization return - APPROVED, Notice Number CP211A dated April 23, 2012.