2012-07-03T07:28:55-05:00 2011-12-31 561434747 GREER & WALKER LLP 227 WEST TRADE STREET SUITE 1100 CHARLOTTE NC 28202 990 2011-01-01 264197696 CENTER FOR HEALTHY LIVING INC DBA THE IVEY CENT 7049092070 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 LYNN IVEY 7049092070 2012-06-29 1 AMANDA C MURPHY P00969799 7043770239 2012-06-29 2011 2016-02-24 21:20:13Z LYNN IVEY 6030 PARK SOUTH DRIVE CHARLOTTE NC 28210 1671356 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 13 75 0 0 1289133 1254434 236300 414038 0 0 -4542 -7257 1520891 1661215 2403 1000 0 0 384464 485838 1000 0 121700 1043680 1270353 1431547 1757191 89344 -95976 154495 116870 384691 443042 -230196 -326172 X THE IVEY IS DEDICATED TO ENRICHING THE QUALITY OF LIFE FOR ADULTS WHO ARE AFFECTED BY ALZHEIMER'S AND OTHER TYPES OF MEMORY LOSS, SOCIAL ISOLATION, OR PHYSICAL FRAILTY DUE TO STROKE, PARKINSON'S, AND OTHER SIMILAR ILLNESSES. COMMITTED TO PROVIDING THE HIGHEST STANDARD OF SOCIALIZATION AND PERSON-CENTERED CARE IN A DAYTIME, COMMUNITY-STYLE SETTING. THE IVEY DELIVERS CONVENIENT AND COST EFFECTIVE FAMILY SERVICES THAT PROVIDE HOPE, GUIDANCE, ADVOCACY, SUPPORT AND EDUCATION TO CAREGIVERS. 0 0 630326 232217 PROVIDED ADULT DAY HEALTH SERVICES TO 75 SENIORS AND THEIR FAMILIES. THESE SERVICES INCLUDE MEDICAL AND PERSONAL CARE, NUTRITION SUPPORT AND HOT MEALS, SOCIALIZATION AND STIMULATION OF MIND AND BODY, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES, INDIVIDUAL HEALTH SERVICE PLANS, AND RECRUITMENT CENTER AND VOLUNTEER TRAINING PROGRAMS THROUGH PARTNERSHIPS WITH THE ALZHEIMER'S ASSOCIATION. 499001 181821 PROVIDED INTEGRATIVE HEALTH & WELLNESS PROGRAMS FOR 75 SENIORS AND THEIR FAMILIES. THESE PROGRAMS PROVIDE DAYTIME SOCIALIZATION FOR SENIORS LIVING WITH ALZHEIMER'S, PARKINSON'S AND OTHER LONG TERM CONDITIONS. THE CENTER HAS THE STATE'S SPECIAL CARE SERVICES CERTIFICATION RECOGNIZING THE IVEY'S UNIQUE ENVIRONMENT AND THE STAFF'S SPECIALTY-TRAINING IN ALZHEIMER'S AND OTHER TYPES OF MEMORY LOSS. PROGRAMS INCLUDE DISCUSSIONS OF PAST TRAVEL EXPERIENCES AS WELL AS CURRENT NATIONAL AND WORLD EVENTS. THESE SENIORS PARTICIPATE IN SEATED, STRUCTURED EXERCISE IN THE MORNINGS AND RECREATIONAL PHYSICAL ACTIVITY IN THE AFTERNOONS, INCLUDING GOLF ON A PUTTING GREEN ON THE PORCH. TO KEEP THEM FLEXIBLE, YOGA OR TAI CHI CLASSES, SPECIALLY DESIGNED FOR OLDER ADULTS, ARE A REGULAR PART OF THE PROGRAM. LOCAL COMMUNITY MUSICIANS PERFORM TO ENCOURAGE SINGING AND DANCING AND CHILDREN FROM LOCAL SCHOOL CHORUSES AND THEATRE GROUPS SHARE THEIR TALENTS WITH US. FROM PLANTING AND WATERING FLOWERS, TO FEEDING HUMMINGBIRDS, TO FOLDING NAPKINS THAT SET THE TABLE FOR LUNCH, OUR CLIENTS ARE ENGAGED IN ACTIVITIES THAT REMIND THEM OF HOME BUT GIVE THEM OPPORTUNITIES TO SOCIALIZE, FEEL HAPPY, AND MAINTAIN THEIR SENSE OF WELL BEING. WE SERVE AND SUPPORT THE FAMILIES OF OUR SENIORS BY ARRANGING TRANSPORTATION SERVICES, SETTING UP DOCTOR'S APPOINTMENTS, AND HELPING GUIDE THEM IN DETERMINING NEXT STEPS AFTER ADULT DAY CARE. BATHING SERVICES, SHAMPOOING, HAIR STYLING, MANICURES AND PEDICURES ARE PROVIDED TO BRING ADDITIONAL RELIEF TO FAMILIES, WHILE PROVIDING CARE TO THEIR LOVED ONES. WE GIVE FAMILIES THEIR LIVES BACK. 346246 PROVIDED OUTREACH AND EDUCATION REACHING OVER 3,000 PEOPLE. THESE PROGRAMS INCLUDED EDUCATIONAL CONFERENCE PARTICIPATION, SPEAKING ENGAGEMENTS, SUPPORT GROUPS, VOLUNTEER PROGRAMS, TOURS OF THE THE IVEY THROUGH USE OF THE VENUE FOR SPECIAL EVENTS, MEDIA APPEARANCES, AND PRINT ARTICLES. 1475573 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 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 13 1 0 0 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 LYNN ERDMAN 1.00 X 0 0 0 ANJA WORKMAN 1.00 X 0 0 0 CHUCK MORRISON 0.00 X 0 0 0 GLENN GROSSMAN 1.00 X 0 0 0 JANET FORTNER 1.00 X 0 0 0 LYNN IVEY 32.00 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 8826 1245608 8826 1254434 ATTENDANCE FEES 624100 399405 399405 ENROLLMENT FEES 624100 11475 11475 SPA & BATH SERVICE FEE 624100 2910 2910 LATE FEES 624100 248 248 414038 2884 8826 10141 -7257 -7257 1661215 414038 0 -7257 1000 1000 92000 44800 18400 28800 346296 322658 6993 16645 9120 7837 229 1054 38422 33018 966 4438 223769 140825 74660 8284 410 410 4710 4710 181709 169493 12216 46571 41914 4657 9450 6142 2363 945 591761 537397 37071 17293 5500 5500 30595 25295 3216 2084 OUTREACH & EDUCATION 92807 82198 1476 9133 FOOD AND SUPPLIES 38018 38018 FUNDRAISING SUPPORT 11449 11449 PAYROLL ADMIN EXPENSE 10110 8688 254 1168 23494 16290 3670 3534 1757191 1475573 159918 121700 48651 17288 2885 2123 71959 66459 31000 31000 154495 116870 384691 443042 384691 443042 X 0 0 0 0 -230196 -326172 -230196 -326172 154495 116870 -95976 0 X 0 0 0 X 728851 1289133 1245608 3263592 728851 1289133 1245608 3263592 3099683 163909 2276 2276 3265868 720046 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 INDLUDED ON PART VII OF FORM 990. ADC SERVICES, LLC WAS REIMBURSED BY THE ORGANIZATION FOR THESE EXPENSES. FORM 990, PART VI, SECTION A, LINE 3 ADC SERVICES, LLC, A DISREGARDED ENTITY 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 VIA ELECTRONIC MAIL TO BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE IS REQUIRED AND DOCUMENTED AT THE BOARD'S FIRST MEETING OF THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE CEO AND OFFICERS INCLUDES A PERIODIC REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. 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.