Annual Report - Life Essentials

Annual Report
Fiscal year 2014
Life
essentials
Helping People & Transforming Lives
June 2015
“The beauty of life does not depend on how
happy you are, but how happy others can
be because of you.” Author Unknown
Mission Statement
Life Essentials is a leader in providing professional, person-centered services for our community’s forgotten,
those living with mental illness, those who are alone, and those who have no voice.
Report to the Community
Dear Friend of Life Essentials:
Fiscal Year 2014 was a particularly exciting year for Life Essentials. On Wednesday, November 13, 2013, Life
Essentials was given the Community Impact Award at the annual Access to Justice Awards Gala. The Community
Impact Award, given by Legal Aid of Western Ohio, Advocates for Basic Legal Equality and the Greater Dayton
Volunteer Lawyers Project, recognizes advocacy and community initiatives for equal justice by individuals,
organizations, and institutions in business and government. We were recognized for “showing extraordinary
dedication to providing guardianships for some of the most vulnerable seniors in our community who cannot make
decisions for themselves.”
In addition to the pride we felt with the award, Life Essentials hosted the Ohio Guardianship Association’s Annual
Education Conference in downtown Dayton. More than 80 volunteer, staff and attorney guardians from throughout
Ohio attended. Speakers included Ursel McElroy Drake, Deputy Director Ohio Attorney General’s Crime Victim
Section, Dr. Kara E. A. Marciani, and a distinguished panel of Probate Judges.
On a day-to-day basis, we continued to provide services to more than 300 individuals needing guardianship
services, which included more than 1,600 guardianship telephone calls, 1,100 professional meetings with doctors,
social workers and court hearings. And we provided more than 3,100 hours assisting Chums program clients, who
are living with mental illness, relieve symptoms of depression, loneliness, and isolation through participation in
community events and other activities.
With or without recognition, we want you to know that we continue to speak for those who can’t speak for
themselves and work with all of our clients – both under guardianship and those still living independently - to have
the best quality of life available to them. By protecting them or by offering new skills, our greatest reward comes
from knowing that we are ensuring our community’s frail and forgotten have a champion!
Sincerely,
Linda Roepken
Executive Director
Russell M. Holtz
President, Board of Directors
Board of Trustees
Staff
Cathy Sayer, President, Wright State University
Allan S. Crasto, Vice President,
University of Dayton Research Institute
Lance Detrick, Treasurer, Goodwill Easter Seals
Patricia Butler, Secretary, Community Volunteer
Maryann Bernstein, Community Volunteer
Peter Certo, Altick & Corwin
Russell Holtz, Lincoln Park Manor
Cynthia W. Spears, Wright State University
Joe Szoke, Community Volunteer
Linda Roepken, Executive Director
Lisa Brown, MSW, LSW, Programs Director
Cindy Fitzwater, Finance Director
Christenna Day, LSW, Guardianship Coordinator
Jennifer Dietsch, Director of Marketing/Resource Development
Andrea Green, Office Manager
Marisa Lovely, Guardianship Coordinator
David Meadows, Chums Coordinator
Vie Ross, Guardianship Coordinator
Statement of Activities
July 1, 2013 - June 30, 2014
Support & Revenue
ADAMHS Funding
163,686
MC Human Services Levy
43,720
United Way Grant 9,300
Grants150,000
Donations & Gifts
60,515
Fundraising Activities 14,309
In-Kind Donations 28,557
Other & Investment Income
1,334
Other Income 16,150
Total Revenue & Contributions $487,571
Expenses
Chums Program
Guardianship Program
Motivate to Integrate Program
85,904
298,644
38,125
Total Program Services
Fundraising
Administration
$422,673
Total Supporting Services
Total Expenses
Net Gain/Loss from Activities
$117,878
42,659
75,219
$540,551
(52,980)
Statement of Financial Position
July 1, 2013 - June 30, 2014
Assets
Cash & Cash Equivalents
199,898
Accounts Receivable
11,744
Grants/Contracts
Prepaid Expenses
10,352
Equipment & Furniture
12,797
(net of accumulated depreciation)
Deposits
723
Total Assets
235,514
Total Liabilities
42,194
Total Net Assets
193,320
Total Liabilities & Net Assets
235,514
Chums Christmas Party
Thank You to Our Generous Donors
Organizations
David’s United Church of Christ
Dayton Bar Association Foundation
Kroger Rewards
Mike-sell’s Potato Chips Company
Physicians’ Charitable Foundation of
the Miami Valley
Reynolds and Reynolds
Standard Register
University Of Dayton
Attorneys
James T. Ambrose
Bieser, Greer and Landis LLP
Richard Boucher
Brooks Compton
Robert J. Eilerman
John Everett
Lee Falke
Patrick Foley
William H. Frapwell
Neil Freund
Robert Hadley
R. Mark Henry
Steve Herbert
Ralph E. Heyman
Victor Hodge
Kenneth J. Ignozzi
Deirdre Logan
William MacMillan
Carolyn L. Muller
James T. Neef
Tim O’Connell
David Perkins
Michael A. Rake
Walter Rice
Bill Rogers
William A. Rogers
Carl Sherrets
Richard Skelton
Ralph A. Skilken
Eli and Sara Sperry
Dana Stamps
Louis and Estelle Tracy
Frank Williams
Michael Wright
Individuals
Douglas and Anne Almoney
Shirley Ark
Thomas M. Baggott
Jeffrey and Melissa Bennett
Maryann Bernstein
Joseph Bettman
Alan Biegel
Dennis Brown
Lisa Brown
Carl Brun
Judy Budi
Corey and Tamara Butturini
Diane Byrne
Curtis and Christine Corba
L. William Crotty
George Davis
Scott McVay Davis
Christenna Day
Lance and Joanne Detrick
Matt and Jennifer Dietsch
Pat and Dave Diven
Elizabeth and Joseph Donovan
Dave and Pamela Douglas
Daryl and Holly Douple
Bob Feist
Mary Kay Feller
Tom Ferratt
Cindy Fitzwater
Victoria Fox
John and Nicole Genovesi
Kathleen A. Gilbo
Angela Griffith
Peggy Hembree
Catherine Herdman
Dale and Nancy Hines
Dick and Marilyn Hoback
Russ Holtz and Sherrie Klein
Shirley Huffman
Jim Jacobson
Brenda James
Macy Janney
Anne Johnson
Michael Kelly
Gary and Helen Klein
Elaine A. Koenig
Sylvia Korosei
Thomas G. and Tracy Landgren
David and Laurie Leach
Jean Lynch
James Mack
Christopher Matice
Thomas and Melissa McKenzie
Dale Meadors
Evelyn Mefford
Richard Metcalf
David Middleton
Joan and Gene Miracle
Kathleen Mumford
Dorothy Norton
Tim O’Connell
Robert Peach
Dr. Kenneth Pohl
and Mary Angela Mulligan
Doris and David Ponitz
Karen Purdum
Tony and Sue Rattini
Lawrence Reed
Linda Reynolds
Patricia Riley
Benjamin Roberts
Dee Roberts
Jim and Linda Roepken
Jan Rudd-Goenner
Vince Russo
Cathy Sayer
Kent Scholl
Warner Scott
Jennifer Singhateh
Richard Smythe
Bill and Cynthia Spears
Richard Steppel
Joe Szoke
Dan and Mary Tankersley
Julie Ann Tegtmeyer
Diana Thompson
Judy and Tom Thompson
Jeanne Waters
Mary Jane Whalen
Crystal Whetstone
Steve Whiting
Penny and Bill Wolff
David and RaeAnn Woolf
Joyce Young
Socks for Seniors - Sam’s Club
Your ongoing support is making a difference in the lives of so many in our community.
No gift is ever too small.
Chums Christmas
and Annual Picnic
Donors
Cassanos
Code Credit Union
Compunet
Debra Finley
Dee Roberts
Soroptimist
Union Savings Bank
Derby Day Day
Sponsors
Maryann Bernstein
Buckingham Financial Group
Code Credit Union
Crossroads Hospice
Pat and Dave Diven
Livingston Care Center
Maria Joseph Living Care Center
Maura Hamilton
Optum
Pinnacle Pointe Nursing
and Rehabilitation Center
Jim and Linda Roepken
Thein Financial Group
Union Savings Bank
Vitas Hospice
Chums Picnic
Derby Day Dash
In-Kind Donors
Ad Products of Dayton, Inc.
AVI Foodsystem
Bagel Café and Deli
Bed Bath and Beyond
Maryann Bernstein
Bonefish Grill
Lisa Brown
Capri Lanes
Cassano’s Pizza
Chicago Gyros and Dogs
Brett Corbin
Danberry Cinema
Dayton Children’s Family
Resource Center
Pat and Dave Diven
Dayton Dragons
Dayton Eye Optical
Dayton Society of Natural History
Edible Arrangements
Figlio
Furst Florist
Gameday Grille and Patio
Hickory Bar-B-Q
Jacqui’s Hair Salon
Jimmy’s Ladder 11
Kettering Massage Wellness Center
Liberty Nursing Home
Lily of the Valley Wellness Center
Longhorn Steakhouse
Marion’s Piazza
McDonald’s
Mike’s Photography
Mike-sell’s Potato Chip Company
Milano’s - Brown Street
New Balance
Panera - Town and Country
Pink Zebra Home Fragrance
Sam’s Club - Centerville
Sam’s Club - Miller Lane
Saxby’s Coffee - Oakwood/UD
TDH Marketing
Touch of Gratitude
Uptown Charley’s
Vitas Hospice
Wright Cut Lawn and Landscape
Wright State University
Service Learning
Did you know that you can
support Life Essentials by
making a gift online?
www.LifeEssentials.org
Socks for Seniors
Donors
ADAMHS
Nancy Campbell
Citywide Development
Delores Clark
Code Credit Union
Community Action Partnership
Compunet
Dayton Municipal Courts
Lisa Green
Neil and Charlotte Green
Donnie Hoskins
Robin Hostin
Kettering Fairmont
Kettering Massage Wellness Center
Darrell Lauderback
MB Senior Solutions
Montgomery County Probate Court
Premier Community Health
Rainbow Child
Diana Riffe
Samaritan Behavioral Health
Sam’s Club (Eric Heigel)
Cathy Sayer
Cynthia W. Spears
Darlene Vanatta
Vectren Foundation
Vitas Hospice
Cheryl Warner
This annual report covers gifts made
between 7/1/13 to 6/30/14. We have
done our best to identify all of our
donors. Please let us know if your name
is missing and accept our apologies.
Derby Day Dash
Life
essentials
Helping People & Transforming Lives
40 South Perry Street, Suite 130
Dayton, OH 45402
Guardian Angel
Volunteer Program
Become a volunteer Guardian.
Visit www.LifeEssentials.org for
more information.
Be the voice
for those who
can’t speak for
themselves.
Life
essentials
Helping People & Transforming Lives