2011-08-09T15:34:05-07:00 2010-12-31 990 2010-01-01 314379494 LIFECARE ALLIANCE LIFE 6142783130 1699 West Mound Street Columbus OH 43223 Charles Gehring 6142783130 2011-08-12 2010 2016-02-24 21:20:13Z Charles W Gehring 1699 West Mound St Columbus OH 43223 13029029 0 X www.lifecarealliance.org X 1898 OH LifeCare Alliance leads the community in identifying and delivering health and nutrition services to meet the community's changing needs. A private, not-for-profit organization, provides a comprehensive array of health and nutrition services to older adults. 31 30 240 6708 299516 0 3872886 3146373 10347480 9738596 34444 70215 1380 0 14256190 12955184 401817 468802 0 0 7127536 6360880 45500 0 537491 6468267 6070358 14043120 12900040 213070 55144 19071482 18261391 4289033 3164048 14782449 15097343 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 2010, LifeCare Alliance served nearly 15,000 clients: 60% female; 43% minority; 76% age 65 or older; 89% with annual incomes of less than $20,000. 0 0 7667497 8134057 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 2010, volunteers and staff delivered 1,104,873 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 255,000 meals in 2010 to predominately lower-income and at-risk children at 24 sites in Central Ohio. 90% of the Meals-on-Wheels clients are over the age of 65, 99% have incomes less than $20,000 annually, 64% are female, and 39% are minority. In 2010, 5,165 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, 2008. 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 2010, the program served 181,102 meals to 4,243 clients. 83% 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. 833606 768393 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. The program provided 14,451 hours of homemaker and/or home health aide services to 220 clients. 92% of the clients are over the age of 65, 74% have incomes less than $20,000 annually, 73% are female and 35% are minority. 925926 1001559 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 2010, the nurses and dietitians provided services to 1,076 clients in the community wellness centers, and screening services to 3,750 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. In 2010, the nurses provided flu shots to 6,179 individuals. 100% of the Wellness Services clients are over the age of 65, 58% have incomes less than $20,000 annually, 71% 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 2010, the Corporate Wellness program served thirty-six corporations including; White Castle System, Inc., Highlights for Children, Huntington Banc Shares, Inc., Porter Wright Morris & Arthur, LLP, Grange Insurance and Gahanna-Jefferson Public Schools. Visiting Nurses provide 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 interactions. 1092740 739470 Columbus Cancer Clinic, a Medicare certified service, provides education about cancer prevention and early detection, head-to-toe cancer screenings and examinations and mammograms, regardless of the ability to pay. In 2010, the program served 3,068 clients providing 1,361 mammograms, 1,029 head-to-toe cancer screenings, and 678 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 2010, the Home Care Support service served 678 Central Ohioans living with active cancer. Wigs and breast prostheses may be obtained free of charge. 16% of all Columbus Cancer Clinic clients are over the age of 65, 93% have incomes less than $20,000 annually, 60% are female, and 45% 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. 182145 154089 Project OpenHand-Columbus provides home-delivered nutritionally enriched meals, pantry items, nutritional supplements, nutritional assessments and counseling and a congregate meal program to men, women, and children living with HIV/AIDS in Central Ohio. In 2010, Project OpenHand Columbus provided over 23,959 home-delivered meals and served over 300 congregate meals as well as provided over 10,653 bags of groceries to 628 clients. Nearly 17% of the Project OpenHand-Columbus clients are aged 55 or over, 92% have incomes less than $20,000 annually, 28% are female, and 57% are minority. Project OpenHand began in San Francisco, and was founded in Columbus in 1994. This agency merged into LifeCare Alliance in 2004. 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 2010, the program served 1,301 clients at 7,128 pantry visits, providing 21,384 grocery bags equating to 64,152 meals, along with 3,219 cases of Ensure. 629579 557759 L.A. Catering is one of LifeCare Alliance's social entrepreneurship programs, offereing full-service catering using culinary and dietetis expertise of the Agency's meals programs. L.A. Catering is a preferred caterer at 16 locations thorughout Central Ohio; or we canprovide foryour catering needs at your own facility or our new 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. LifeCare Alliance also have other contract services. 1904464 0 1451318 11331493 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 70 0 1 240 1 1 0 0 0 0 0 1 1 0 0 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 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 Kimberly J Brown 1 X 0 0 0 Donna Buckley 1 X 0 0 0 Hugh C Cathey 1 X 0 0 0 Chuck DeVendra 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 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 2 X 0 0 0 Cathy Mayne Lyttle 1 X 0 0 0 Patricia A McKnight 1 X 0 0 0 Colleen K Nissl 1 X 0 0 0 Steve Niswonger 1 X 0 0 0 Robin Rose 1 X 0 0 0 Donna M Ruscitti 1 X 0 0 0 Larry L Seward 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 David P Todd 1 X 0 0 0 Charles E Wigton III 1 X 0 0 0 CWGehring-JGregory-MGain-ADenning 45 X X X 486549 0 40800 486549 0 40800 2 0 1 0 0 0 0 278879 0 186254 2681240 0 3146373 Contracts for services 900099 1950608 1651092 299516 0 Self fees 621610 325376 325376 0 0 Home health third party payments 624100 36224 36224 0 0 Fees and contracts from government agencies 621610 7317473 7317473 0 0 Medicare/Medicaid payments 624100 22836 22836 0 0 86079 86079 0 0 9738596 70215 0 0 70215 0 0 0 0 0 0 0 0 0 0 0 0 73845 278879 73845 0 0 0 0 12955184 9439080 299516 70215 0 0 468802 468802 0 0 0 0 530609 174283 221387 134939 0 0 0 0 4706817 4087736 413660 205421 78241 67698 7103 3440 544324 461077 49738 33509 500889 425515 49432 25942 0 0 0 0 2051 180 1871 0 52700 0 52700 0 0 0 0 0 0 0 0 0 0 0 157456 132602 13043 11811 26019 9175 7753 9091 177562 118156 22511 36895 60826 15640 34909 10277 0 0 0 0 571876 521942 30153 19781 273766 267670 2787 3309 0 0 0 0 42559 21078 15292 6189 0 0 0 0 0 0 0 0 563014 515985 30989 16040 69029 45769 23027 233 Transportation 574477 574477 0 0 Program supplies 619724 619124 600 0 Food & meal contracts 2474612 2474612 0 0 Repairs & maintenance 180267 176625 2749 893 Miscellaneous 224420 153347 51352 19721 12900040 11331493 1031056 537491 1926160 1335557 316862 561254 1317690 1159213 1321848 1085418 0 0 0 0 0 0 151045 156755 79312 64287 14663926 5398712 9889263 9265214 0 0 2980829 3301882 0 0 0 0 1088473 1331811 19071482 18261391 1452449 1349348 0 0 131200 116622 0 0 0 0 0 0 2650000 1645000 0 55384 53078 4289033 3164048 X 10626934 10437084 3390470 3864552 765045 795707 14782449 15097343 19071482 18261391 X 55144 259750 X 1 1 1 X 1 1 X 7565531 5489881 4139163 3672888 3146373 24013836 7565531 5489881 4139163 3672888 3146373 24013836 24013836 104179 253462 46127 34444 70215 508427 0 0 0 0 0 0 0 0 0 0 0 0 24522263 9439080 0.97927 0.98012 X Not applicable. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2911643 0 307667 0 0 0 3219310 2723171 0 188472 0 0 0 2911643 3179925 0 -456754 0 0 0 2723171 0.22 0.25 0.53 1 0 270000 0 270000 9996982 0 2455322 7541660 0 0 0 0 4396944 0 2943390 1453554 0 0 0 0 9265214 0 0 Money market funds 245453 F Mutual funds 723104 F Corporate stock 1919441 F Government bonds 413884 F 3301882 Property held for resale 1089937 Beneficial interest in assets held by Foundation 241874 1331811 0 Charitable remainder annuity 53078 53078 12955184 12900040 55144 259750 0 0 0 0 259750 314894 13288779 259750 0 0 73845 333595 12955184 0 0 0 12955184 12973885 0 0 0 73845 73845 12900040 0 0 0 12900040 SchD_P05_S00_L04 Schedule D, Part V, Line 4 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 status and thus would meet the definition of an uncertain tax position. As of December 31, 2010, tax filing periods for the years ended 2006 and prior are closed. Management has not been notified that their tax returns for years 2007 and subsequent are currently under examination. No tax liability accrual was recorded relating to material uncertain tax positions taken as management believes there are none. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Schedule D, Part XII, Line 2d - Net revenue from special events after charitable contributions. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Schedule D, Part XIII, Line 2d - Special events fundraising expenses Big Wheels 233000 187243 45757 0 0 0 0 0 45757 Saks Hope for the Cure 72835 63546 9289 0 0 0 0 0 9289 1 46889 28090 18799 0 0 0 0 0 18799 352724 278879 73845 0 0 0 0 0 73845 73845 0 1 Food pantry items, nutritional supplements, farmers market coupons, transportation and emergency financial assistance. Provided home repairs to clients in need of safety and health related repairs. 2000 468802 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Schedule I, Part 1, Line 2 - The agency maintains a database that keeps detailed record 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 the funder's requirements. X X X X X 0 0 0 0 0 0 0 0 0 CWGehring-JGregory-MGain-ADenning 454799 0 31750 0 0 0 9984 0 34076 0 530609 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 committee members. The commitee 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 deliberations and decisions are kept at the committee level. A written contract is kept in file in the Fiscal Department. Robert Fleming Individual Trustee 461470 Food and client transportation 0 F990_P05_S00_L03b Form 990, Part V, Line 3b Form 990, PartV, Line 3b - Application for extension to file was approved and due date to file is extended to November 15, 2011. Notice No. CP211A, Dated May 9, 2011. F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a Form 990, Part VI, Section B, Line 11 - The Board designates the responsibility of oversight and review of the agency's Form 990 to the Risk Management Committee. The committee is comprise of five (5) individuals who possess the knowledge and understanding of the agency's operations, finances and the non-profit environment. The Form 990 is also provided to the Executive and Finance committee. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Section B, Line 12c - The organization 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 organization requires staff to sign a disclosure form regarding any situation or involvement that may conflict with the interests ofthe 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 Form 990, Part VI, Section B, Line 15 - President/CEO - Compensation is reviewed and approved by a compensation committee made up of board executive committee members. The committee uses data from salary surveys of similar positions and similar, comparably sized organizations. The committee also talked 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. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 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 gain from investments. Application for extension to file an exempt organization return - APPROVED, Notice No. CP211A dated May 9, 2011.