2014-08-12T13:53:05-05:00 2013-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2013-01-01 264197696 CENTER FOR HEALTHY LIVING INC DBA THE IVEY CENT 7049092070 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 LYNN IVEY CEO 7049092070 2014-08-11 1 PAULA P TILLEY P00051456 7043770239 2014-08-11 2013 2015-11-30 17:44:51Z LYNN IVEY 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 2252132 0 X WWW.THEIVEY.COM X 2009 NC TO ENRICH THE LIVES OF OLDER ADULTS, FAMILIES, AND CAREGIVERS BY SUPPORTING WAYS TO AGE WELL. 4 4 21 75 0 0 1268855 1684495 473110 566624 7 12 0 1001 1741972 2252132 0 0 0 0 427633 463735 0 25250 132227 1222412 1307268 1650045 1796253 91927 455879 156797 638496 391042 416862 -234245 221634 X CENTER FOR HEALTHY LIVING, INC. DBA THE IVEY IS A NOT-FOR-PROFIT MEMORY CARE DAY CENTER DEDICATED TO SERVING INDIVIDUALS WITH MEMORY LOSS AND THE FAMILIES WHO LOVE THEM BY PROVIDING:-A PLACE FOR FRIENDSHIP, HEALTHY LIVING, AND MEDICAL ASSISTANCE DURING THE DAY PROMOTING INDEPENDENCE AND THE COMFORT OF RETURNING HOME AT NIGHT-A CENTER FOR CAREGIVER EDUCATION, SUPPORT, AND IMPROVED ACCESS TO SERVICES-A COMMUNITY PARTNER AND ADVOCATE FOR EMERGING ISSUES AFFECTING THE AGING POPULATION. 1 0 1170673 548075 MEMORY CARE DAY SERVICES:PROVIDED ADULT DAY MEMORY CARE SERVICES, INCLUDING INTEGRATIVE HEALTH AND WELLNESS PROGRAMS, TO 86 SENIORS AND THEIR FAMILIES. THE IVEY IS A PLACE WITH PROGRAMS OF CARE AND COMMUNITY FOR THOSE LIVING WITH MEMORY LOSS CONCERNS DUE TO ALZHEIMER'S, STROKE AND AGE-RELATED DEMENTIAS, PARKINSON'S, FRAILTY, AND SOCIAL ISOLATION. THE IVEY CREATES A LIVELY SOCIAL COMMUNITY FOR PARTICIPATION WHILE ALSO ADDRESSING ANY HEALTHCARE NEEDS. THE IVEY'S HOLISTIC APPROACH TO PROGRAMS & SERVICES ENABLES OLDER ADULTS TO LIVE MORE INDEPENDENTLY, FREEING FAMILY CAREGIVERS TO RESUME NORMAL DAY-TO-DAY ACTIVITIES. EACH DAY IS FILLED WITH MEANING AND PURPOSE THROUGH A FULL RANGE OF ENGAGING ACTIVITIES AND PHYSICAL EXERCISE WITH PROGRAMMING DESIGNED BY OUR CERTIFIED ACTIVITY DIRECTOR. THE IVEY HAS A FULL TIME NURSING TEAM TO SERVE OUR MEMBERS' HEALTHCARE NEEDS AND MONITOR HEALTH CONCERNS THROUGHOUT THE DAY. IN 2013, THE IVEY ADDED A NEW COMPONENT TO ITS HEALTH & WELLNESS CORNERSTONE BY FORMING A PARTNERSHIP WITH GENESIS REHAB SERVICES FOR FULL TIME ONSITE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES, BOTH PHYSICIAN-PRESCRIBED AND PROGRAMMATIC. OUR EXPERIENCED STAFF IS PROPERLY TRAINED AND CERTIFIED TO ASSIST WITH TOILETING AND BATHING, GIVING FAMILIES PEACE OF MIND THAT THEIR LOVED ONES ARE SAFE. NUTRITIOUS AND FRESH MEALS ARE PREPARED ONSITE AND ARE CUSTOMIZED TO ACCOMMODATE EACH PERSON'S DIETARY NEEDS. WE GIVE FAMILIES THEIR LIVES BACK. IN ADDITION TO THE NORTH CAROLINA REQUIREMENTS FOR A CERTIFIED CENTER, THE IVEY IS ALSO CERTIFIED FOR SPECIAL CARE SERVICES FOR ALZHEIMER'S, PARKINSON'S DISEASES AND STROKE-RELATED DEMENTIAS. 241041 19550 OUTREACH & EDUCATION PROGRAM:PROVIDED OUTREACH AND EDUCATION REACHING OVER 2,500 PEOPLE, INCLUDING MORE THAN 675 CAREGIVERS. CAREGIVER EDUCATION IS PROVIDED THROUGHOUT THE YEAR AND INCLUDES EDUCATIONAL WORKSHOPS AND PRINTED MATERIALS AVAILABLE IN THE IVEY'S RESOURCE LIBRARY. THE IVEY HOSTS SUPPORT GROUPS FOR YOUNGER-ONSET ALZHEIMER'S CAREGIVERS AND FOR FAMILIES LIVING WITH PARKINSON'S. FREE, INFORMATIVE AND EDUCATIONAL PRESENTATIONS ARE PROVIDED FOR A VARIETY OF COMMUNITY AND PROFESSIONAL VENUES AND AUDIENCES, INCLUDING CIVIC CLUBS, FAITH GROUPS, AREA BUSINESSES AND COMMUNITY ORGANIZATIONS. THE IVEY ALSO SERVES AS A RESOURCE TO THE MEDIA ON ISSUES AFFECTING THE AGING POPULATION. VOLUNTEERS ARE USED TO SUPPORT THE MISSION BY ASSISTING MEMBERS WITH ACTIVITIES, PROVIDING ENTERTAINMENT, AND ASSISTING WITH FOOD SERVICES. AND, THE IVEY SUPPORTS OTHER COMMUNITY ORGANIZATIONS BY PROVIDING ITS VENUE TO HOST MEETINGS AND SPECIAL EVENTS. 1505 FAMILY CARE HOMES (IN DEVELOPMENT):IN 2013, A GENEROUS GIFT WAS MADE TO THE IVEY TO PURCHASE THE LOT ADJACENT TO THE IVEY'S PROPERTY. THE PROPERTY WILL BE DEVELOPED TO HOUSE 2 FAMILY CARE HOMES WITH 6 PRIVATE ROOMS AND PRIVATE BATHS. CREATING A COMPREHENSIVE MEMORY WELLNESS CAMPUS, WE ANTICIPATE THE HOMES WILL BE CONSTRUCTED AND OPERATIONAL IN 2016 AND WILL SERVE APPROXIMATELY 300 FAMILIES EACH YEAR. 1413219 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 8 0 1 21 1 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 NC X WENDY LAXTON 7049092070 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 GLENN GROSSMAN CHAIR 2.00 X 0 0 0 ANJA WORKMAN DIRECTOR 1.00 X 0 0 0 DON OLIN DIRECTOR 1.00 X 0 0 0 JANET LECLAIRE DIRECTOR 2.00 X 0 0 0 WENDY LAXTON CFO 15.00 X 0 0 0 LYNN IVEY CEO 35.00 X 87050 0 0 87050 0 0 0 0 0 1 ADC SERVICES LLC 6030 PARK SOUTH ROAD CHARLOTTE NC 28211 MANAGEMENT SERVICES 144583 1 1684495 366 1684495 ATTENDANCE FEES 624100 529380 529380 SHARED SERVICES FEES 624100 19549 19549 ENROLLMENT FEES 624100 12685 12685 SPA & BATH SERVICE FEE 624100 5010 5010 566624 12 12 1001 0 1001 1001 1001 2252132 567625 0 12 X 87050 34820 17410 34820 329556 323438 6118 6032 5506 491 35 41097 36378 1642 3077 204583 122474 73064 9045 4875 4875 33620 14760 18860 25250 25250 310026 251528 37332 21166 18521 8906 6410 3205 10361 877 9461 23 61970 38208 23762 535474 471920 37073 26481 515 501 14 5500 5500 15866 13682 2024 160 FOOD AND SUPPLIES 45215 45215 OUTREACH & EDUCATION 19450 14922 4528 PAYROLL ADMIN EXPENSE 12277 10666 653 958 MEDICAL AND ACTIVITIES 8851 8851 20164 10567 6132 3465 1796253 1413219 250807 132227 57388 3561 7500 80651 -50 3920 463905 0 463905 60959 55459 31000 31000 156797 638496 391042 416862 391042 416862 X 0 0 0 0 -234245 221634 -234245 221634 156797 638496 455879 0 X 0 0 0 X 728851 1289133 1254434 1268855 1684495 6225768 728851 1289133 1254434 1268855 1684495 6225768 5760323 465445 2276 7 1013 3296 6229064 1760781 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 463905 463905 463905 X X X X X 1 GIVING MATTERS INC 1235-E EAST BLVD BOX 162 CHARLOTTE NC 28203 PROVIDE STRATEGIC FUNDRAISING COUNSEL TO DEVELOP MAJOR GIFTS 0 0 25250 0 25250 NC X X X 0 0 0 0 0 0 0 0 0 LYNN IVEY CEO 87050 0 0 0 0 0 0 0 0 0 87050 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 LYNN IVEY RECEIVES COMPENSATION FROM ADC SERVICES, LLC, AN ENTITY UNRELATED TO THE ORGANIZATION. LYNN IVEY OFFICER-BOTH ENTITIES 372000 RENT 0 LYNN IVEY OFFICER-BOTH ENTITIES 144583 MGMT FEES 0 FORM 990, SCHEDULE L, PART IV (D), LINE 1 LYNN IVEY, CEO OF CENTER FOR HEALTHY LIVING, INC. D/B/A THE IVEY, IS ALSO A MEMBER-MANAGER OF ADC HOLDINGS, LLC, WHICH RECEIVES RENTAL PAYMENTS FROM THE EXEMPT ORGANIZATION. FORM 990, SCHEDULE L, PART IV (D), LINE 2 LYNN IVEY, CEO OF CENTER FOR HEALTHY LIVING, INC. D/B/A THE IVEY, IS ALSO THE PRESIDENT OF ADC SERVICES, LLC, A WHOLLY OWNED SUBSIDIARY OF ADC HOLDINGS, LLC. ADC SERVICES, LLC RECEIVES FEES FOR MANAGEMENT SERVICES FROM THE EXEMPT ORGANIZATION RELATED TO FACILITY MANAGEMENT, AFTER-HOUR EVENT MANAGEMENT, FINANCE AND ACCOUNTING GUIDANCE, AND POLICIES AND PROCEDURES. FORM 990, PART III, LINE 2 AS PREVIOUSLY DESCRIBED IN PART III, LINE 4C, FAMILY CARE HOMES IS A NEW PROGRAM SERVICE WHICH BEGAN DEVELOPMENT IN 2013. FORM 990, PART VI, SECTION A, LINE 3 ADC SERVICES, LLC, A DISREGARDED ENTITY FOR TAX PURPOSES OWNED BY ADC HOLDINGS, LLC, PROVIDED MANAGEMENT SERVICES FOR CENTER FOR HEALTHY LIVING, INC. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DID NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WILL BE PROVIDED TO BOARD MEMBERS IN HARD COPY OR VIA ELECTRONIC MAIL TO BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C UPDATED AND EXECUTED CONFLICT OF INTEREST DISCLOSURES ARE REQUIRED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO AND OTHER OFFICERS INCLUDES A PERIODIC REVIEW OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE CEO'S SALARY IS REVIEWED AND APPROVED BY THE BOARD ON AT LEAST AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G MARKETING SERVICES: PROGRAM SERVICE EXPENSES 55,908. MANAGEMENT AND GENERAL EXPENSES 30,388. FUNDRAISING EXPENSES 15,194. TOTAL EXPENSES 101,490. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 47,870. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,870. CHEF SERVICES: PROGRAM SERVICE EXPENSES 59,730. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,730. EDUCATION & OUTREACH SERVICES: PROGRAM SERVICE EXPENSES 59,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,252. CONTRACTED NURSING SERVICES: PROGRAM SERVICE EXPENSES 10,590. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,590. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 5,378. MANAGEMENT AND GENERAL EXPENSES 6,944. FUNDRAISING EXPENSES 3,472. TOTAL EXPENSES 15,794. HEALTH CARE PROGRAMS: PROGRAM SERVICE EXPENSES 11,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,000. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,500. TOTAL EXPENSES 4,300.