2013-11-15T06:27:21-06:00 2012-12-31 561434747 GREERWALKER LLP 227 WEST TRADE ST SUITE 1100 CHARLOTTE NC 28202 990 2012-01-01 264197696 CENTER FOR HEALTHY LIVING INC DBA THE IVEY CENT 7049092070 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 LYNN IVEY 7049092070 2013-11-12 1 PAULA P TILLEY P00051456 7043770239 2013-11-12 2012 2016-02-25 16:41:14Z LYNN IVEY 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 1741972 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 17 75 0 0 1254434 1268855 414038 473110 0 7 -7257 0 1661215 1741972 1000 0 0 0 485838 427633 0 0 124541 1270353 1222412 1757191 1650045 -95976 91927 116870 156797 443042 391042 -326172 -234245 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. 0 0 989649 473110 MEMORY CARE DAY SERVICES:PROVIDED ADULT DAY MEMORY CARE SERVICES, INCLUDING INTEGRATIVE HEALTH AND WELLNESS PROGRAMS, TO 78 SENIORS AND THEIR FAMILIES. THE IVEY IS A PLACE WITH PROGRAMS OF CARE AND COMMUNITY FOR THOSE LIVING WITH ALZHEIMER'S AND OTHER TYPES OF MEMORY LOSS, SUCH AS 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 TO REALLY GET TO KNOW EACH MEMBER PERSONALLY AND INDIVIDUALLY. HEALTH CONCERNS ARE MONITORED THROUGHOUT THE DAY. 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 AROUND ALZHEIMER'S AND PARKINSON'S DISEASES AND STROKE-RELATED DEMENTIAS. 305861 OUTREACH & EDUCATION PROGRAM:PROVIDED OUTREACH AND EDUCATION REACHING OVER 3,000 PEOPLE, INCLUDING MORE THAN 800 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. 1295510 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 7 0 1 17 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 2.00 X 0 0 0 ANJA WORKMAN 1.00 X 0 0 0 MICHAEL TORCELLINI 1.00 X 0 0 0 JANET LECLAIRE 2.00 X 0 0 0 WENDY LAXTON 15.00 X 0 0 0 LYNN IVEY 35.00 X 92000 0 0 92000 0 0 0 0 0 1 ADC SERVICES LLC 6030 PARK SOUTH ROAD CHARLOTTE NC 28211 MANAGEMENT SERVICES 165676 1 1268855 3576 1268855 ATTENDANCE FEES 624100 461635 461635 ENROLLMENT FEES 624100 8535 8535 SPA & BATH SERVICE FEE 624100 2900 2900 LATE FEES 624100 40 40 473110 7 7 1741972 473110 0 7 X 92000 55143 22482 14375 292575 279937 12638 9057 9057 34001 28848 3867 1286 173180 117422 48851 6907 5046 5046 30827 15895 14932 278464 206841 19533 52090 52743 15972 25376 11395 8531 134 8308 89 23865 10544 10673 2648 543008 477847 38011 27150 2240 1729 399 112 5500 5500 13478 9799 2902 777 FOOD AND SUPPLIES 42472 42472 0 0 PAYROLL ADMIN EXPENSE 9672 8371 1301 0 OUTREACH & EDUCATION 9346 4796 1241 3309 MEDICAL AND ACTIVITIES 5855 5855 0 0 18185 4848 8934 4403 1650045 1295510 229994 124541 17288 57388 7500 2123 -50 66459 60959 31000 31000 116870 156797 443042 391042 443042 391042 X 0 0 0 0 -326172 -234245 -326172 -234245 116870 156797 91927 0 X 0 0 0 X 728851 1289133 1245608 1268862 4532454 728851 1289133 1245608 1268862 4532454 4304305 228149 2276 2276 4534730 1193156 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 SECURITY DEPOSITS 31000 31000 X X X 0 0 0 0 0 0 0 0 0 LYNN IVEY 92000 0 0 0 0 0 0 0 0 0 92000 0 0 0 SUPPLEMENTAL INFORMATION PART III SCHEDULE J, PART II, OFFICER, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES: LYNN IVEY, CEO OF CENTER FOR HEALTHY LIVING, INC. RECEIVED MONETARY COMPENSATION IN THE AMOUNT OF $40,000 FROM ADC SERVICES, LLC, AN UNRELATED ORGANIZATION, FOR THE SERVICES RENDERED TO THE ORGANIZATION. THIS AMOUNT IS INCLUDED IN THE $92,000 OF REPORTABLE COMPENSATION INCLUDED ON PART VII OF FORM 990. ADC SERVICES, LLC WAS REIMBURSED BY THE ORGANIZATION FOR THESE EXPENSES. LYNN IVEY OFFICER-BOTH ENTITIES 372000 RENT 0 LYNN IVEY OFFICER-BOTH ENTITIES 165676 MGMT FEES 0 FORM 990, SCHEDULE L, PART IV (D), LINE 1 RENT: 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 MANAGEMENT FEES: 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. 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. OTHER FEES FORM 990, PART IX, LINE 11G MARKETING SERVICES: PROGRAM SERVICE EXPENSES 37,863. MANAGEMENT AND GENERAL EXPENSES 12,621. FUNDRAISING EXPENSES 33,656. TOTAL EXPENSES 84,140. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 9,095. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,095. CHEF SERVICES: PROGRAM SERVICE EXPENSES 54,256. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,256. FOOD SERVICES MAINTENANCE: PROGRAM SERVICE EXPENSES 1,130. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,130. CONTRACTED NURSING SERVICES: PROGRAM SERVICE EXPENSES 20,033. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,033. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 71,618. MANAGEMENT AND GENERAL EXPENSES 2,797. FUNDRAISING EXPENSES 7,460. TOTAL EXPENSES 81,875. MEDIA PRINT: PROGRAM SERVICE EXPENSES 6,393. MANAGEMENT AND GENERAL EXPENSES 1,964. FUNDRAISING EXPENSES 5,238. TOTAL EXPENSES 13,595. MEDIA BROADCAST: PROGRAM SERVICE EXPENSES 6,453. MANAGEMENT AND GENERAL EXPENSES 2,151. FUNDRAISING EXPENSES 5,736. TOTAL EXPENSES 14,340.