2018 Annual Report

2018 Annual Report

253,155 meals were served through Meals on Wheels and at community cafes, a 15-percent growth over 2017!

72

1,808

percent of Delaware County voters approved the senior services levy in May.

seniors were provided in-home care services.

$1,000,000 Total dollars saved by Delaware County residents with the help of Source Point’s insurance education program.

755

volunteers helped us achieve our mission.

Thanks to two grants, we took possession of a 14-passenger bus.

SourcePoint earns the Ohio Association of Nonprofit Organizations’ Seal of Excellence for the third time.

329

family caregivers received support via group sessions, one-on-one consultations, workshops, and more.

6,738 inquiries were made about in-home care services, community programs, and other resources.

2,655

members engaged in 898 activities at our enrichment center.

We opened a community cafe at White Lily Chapel in Ashley... ...and a south office at Polaris.

SourcePoint leads AgeFriendly project in Delaware County.

Financial Information REVENUE Property Tax Levy . . . . . . . . . . $8,330,447 81% Service Fees . . . . . . . . . . . . . . . $880,988 9% Grants . . . . . . . . . . . . . . . . . . . . $606,899 6% Donations . . . . . . . . . . . . . . . . . $336,413 3% Property Tax Levy 81%

Other . . . . . . . . . . . . . . . . . . . . . . $89,391 1% Investment Income . . . . . . . . . . . . . $179 0% Total Revenue

$10,244,317

Our Community Grants In 2018, SourcePoint’s Board of Directors approved $626,938 in funding for 18 nonprofit organizations serving older adults in Delaware County.

SourcePoint helps fund existing programs in the county as a cost-effective, efficient way to address the various needs of seniors. If SourcePoint doesn’t directly provide a needed service to the aging population, we help fund those who do, including: The Alpha Group

Employment for Seniors

The Alzheimer’s Association

Grace Clinic

Catholic Social Services

HelpLine

Central Ohio Area Agency on Aging

The Legal Aid Society of Columbus

Common Ground Free Store

Lutheran Social Services

Delaware Area Transit Agency

The OhioHealth Foundation

Delaware County Juvenile and Probate Courts

People In Need

Delaware Speech and Hearing Center

Willow Brook Christian Services

Drug-Free Delaware

EXPENSES In-Home Care Services . . . . . $4,860,181 47% Community Programs . . . . . . $2,261,681 22% Nutrition 16% Community Programs 22%

In-Home Care Services 47%

Nutrition . . . . . . . . . . . . . . . . . $1,695,284 16%

Board of Directors

Development/Fundraising . . . $145,278 1%

President: Anne Farley, LSW, MS, Powell Vice President: Roger Lossing, CPA, JD, CFP, Delaware Treasurer: Richard Roell, ChFC, FFSI, RIA, MBA, Galena Secretary: Frank Pinciotti, Lewis Center

Event Services . . . . . . . . . . . . . . $27,125 0%

David Black, Westerville

John McDavid, Centerburg

William Brown, CQE, Delaware

Jane Nance, RN, Westerville

Denise Cambier, MD, Delaware

Trudy Poole, Lewis Center

Carlos Crawford, MS, JD, Delaware

Gretchen Roberts, MSN, Powell

Karen Crosman, Powell

Carolyn Slone, Delaware

Elizabeth Dalvi, MSW, LSW, CDCA, Shawnee Hills

Roger Van Sickle, Delaware

Management/General . . . . . . . $820,718 8% Outreach/Communications . . . $504,554 5%

Total Expenses

$10,314,821

T hank you to our exceptional financial partners

Jack Fette, Lewis Center

Executive Team The financial statements presented in the 2018 annual report were prepared by management of the organization and have not yet been reviewed by an external auditor.

The 2018 independent financial audit will be available at MySourcePoint.org later in 2019.

Executive Director: Robert Horrocks Director of Client Services: Fara Waugh, LISW-S Director of Community Programs: Amy Schossler Director of Operations: Kimberly Clewell Director of Communications & Development: Alison Yeager

Thank You, Donors Donations allow SourcePoint to continue doing the important work we do—serving seniors.

As the older population continues to grow in Delaware County, we rely on donations to bolster our funding and fill the gaps. Annual gifts to SourcePoint reach far and wide across the organization, supporting vital in-home care services and community programs that promote healthy aging.

To learn more about giving, go to MySourcePoint.org/give or contact:

Julie “Z” Zdanowicz, Development Officer 740-203-2420 | jzdanowicz@MySourcePoint.org

DIRECTORS CLUB The Directors Club honors donors whose annual gift totals $1,000 or more.

FOUNDERS CLUB The Founders Club is tied to our organization’s founding year—1992. A monthly gift of $19.92 or an annual gift of $240 or more qualifies you for this recognition.

William Allman

Healthcom, Inc.

Robert and Sue Postle

AlerStallings, LLC

Arbors at Delaware

Hiram Lodge #18 F.&A.M.

Raymond Sovik, LLC

Capital City Hospice

Greg Binder

Mary and Tom Homan

Gretchen Roberts

ClearCaptions

Virginia Bischert

Humana MarketPoint

Kim and Herb Schuette

Country Club Rehabilitation Campus

David and Theresa Black

Joseph and Linda Igel

Cyril Sedlacko

Delaware County Community Market

Teresa Bloom

The Inn at Bear Trail

Jennifer Sell

Denise Cambier and Mitch Morrison

The Inn at Olentangy Trail

Carolyn Slone

Delaware County Veterans Service Office & Commission

Marilyn Clark

Inno-Pak, LLC

Laura Smith

Kimberly Clewell

J & J Mobility

Snyder Funeral Homes

Alice Click

Carol Koegler

Craig Stratton

Carlos Crawford

Suzan Lake

Thrivent Financial

Karen Crosman

Lifetime Financial Growth

Karen Tomacelli

Delaware County Task Force on Aging

Lori Loveless

John Tombarge

Delaware Court Healthcare Center

Joan Manter

V & P Hydraulic Products, LLC

Delaware Speech & Hearing Center

Brenda Marston

Roger and Shirley Van Sickle

Louis Falcone

Steve and Debbie Martin

VRI

Jack and Nicole Fette

Oasis Senior Advisors

Karen and Paul Waltermeyer

Fidelity Federal Savings and Loan Association

Ohio Living Sarah Moore

Supranee Wang

Patti Fifner

Orthopedic ONE

Susan and Jay Wolf

First & Main

Parkside Village Senior Living Community

Nicki Wright

Foot & Ankle Wellness Center

Peachblow United Methodist Church

Julie “Z” and Jeff Pullins

Fraternal Order of Eagles

Barbara Pettegrew

Drs. Alice and Ronald Frazier

Karen Pillion and Joni Paxton

Steve and Alicia Gorman

Frank Pinciotti

Gracious Grannies

Polaris Retirement Community

First Commonwealth Bank Gordon Food Service Greif, Inc. Hearing Health Solutions Robert and Jan Horrocks Interim HealthCare Jill Patricia King The Kroger Co. Roger and Charlene Lossing Manos, Martin, & Pergram Co., LPA Peak Financial Partners Frank Robinson Trucco Construction United Way of Delaware County Fara Waugh and Jay Fry Noreen Slusser Weisberg The White Family Fund Willow Brook Christian Communities Young Wealth Management

SourcePoint’s Mission, Vision, and Values Our mission is to help our community set a course to live well after 55.

Our vision is a community where every person 55 and over is empowered to live life to the fullest.

Our values include respect, compassion, interdependence, excellence, stewardship, and advocacy.

SourcePoint is your primary resource and starting point for professional expertise, services, and programs for Delaware County adults who want to thrive after 55. SourcePoint is a nonprofit 501(c)(3) organization.

Services and programs are supported in part by the local senior services levy, corporate and private donations, sponsorships, grants, and by the Central Ohio Area Agency on Aging. SourcePoint is a United Way agency.

800 Cheshire Road Delaware, Ohio 43015 740-363-6677

MySourcePoint.org