2016 Annual Report

SourcePoint Members Sheila and Vance Ayers

800 Cheshire Road, Delaware, Ohio 43015(740) 363-6677MySourcePoint.org

Letter from Our President

It seems with each passing year, our Delaware County community grows not only in size but in scope. The county’s population is booming—and at the heart of it all is SourcePoint. It is our vision that every person age 55 and older is empowered to live life to the fullest. Our dedicated staff, volunteers, and supporters work hard to make that vision a reality.

With the county’s continuing growth in 2016, we strove to stay ahead of the curve and to anticipate the needs of our aging population. To that end, we are always challenging ourselves to do better, to reach more people in the county, and to grow services to enhance the quality of life for older adults.

In 2016, we recruited a number of new staff, including licensed social workers to work one-on-one with our in-home care clients. By the end of the year, we dropped the minimum age requirement for in-home services from 60 to 55, meeting the needs of a greater number of individuals in the county and further strengthening our mission to help our community set a course to live well after 55.

We further expanded our outreach efforts throughout the county by bringing programs, such as New to Medicare classes and caregiver support groups, to local libraries, churches, and other community centers. This outreach allowed more older adults to benefit from these programs and to become aware of what is being offered by SourcePoint.

In 2017, we look forward to celebrating our 25th anniversary. As we reflect on the past, we will remain in planning mode for the future. There is always work to be done, and we are uniquely positioned to address the growing needs in the county. Thanks to your support—as an advocate, donor, volunteer, taxpayer, and more—we look forward to serving Delaware County for the next 25 years.

Sincerely,

David Black2016 PresidentSourcePoint Board of Directors

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Special thanks to

Our Impact

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In Delaware County, aging is our business. SourcePoint provides an enrichment center for adults age 55 and older to be active and healthy. We provide in-home care services that help seniors live safely in their own homes. And for those caring for an older loved one, we also provide free resources and support for family caregivers.

In our vision of a community where every person 55 and over is empowered to live life to the fullest, SourcePoint provides a spectrum of care for Delaware County residents as they age. Whether an individual is 55 or 95, we can help—from providing health and wellness programs and social opportunities at our enrichment center to services that help seniors live safely at home.

Eligibility for our in-home services is based on need, not on income. Clients are assessed on a case-by-case basis to determine level of need and ability to pay, and co-pays are assigned based on a sliding fee scale. This helps ensure that local tax levy dollars are wisely used. In 2016, 40.5 percent of our clients had zero costs, while 23.7 percent paid the full cost of their service fees.

Of the individuals who contacted SourcePoint to inquire about in-home care services this year:

• 94 percent enrolled in the program.

• 98 percent stated they would recommend SourcePoint to a friend.

• 93 percent said they continue to live at home because of our in-home care services.

Our MissionThe mission of SourcePoint is to help our community set a course to live well after 55.

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2016 Facts & Figures

• 6,236 inquiries were made to our information and referral specialists.

• 1,574 clients were served with in-home care services.

• 933 rides were provided to medical appointments.

• 2,463 visits were made to the homes of clients.

• 201,664 meals were served through Meals on Wheels and at our social dining centers.

• 136,538 pounds of free groceries were picked up by local seniors.

• $60,780 worth of farmers market vouchers were distributed at no cost to participants.

• 89 family caregivers attended support groups and workshops.

• 1,586 caregivers were reached through communications and special events.

• 1,624 individuals received free Medicare and insurance counseling.

• 54,187 visits were made to the enrichment center.

• 11,250 uses of the fitness center were logged.

• 944 members joined or renewed their membership at the enrichment center.

“I was in the hospital when someone told me about the Meals on Wheels program. It has been so helpful, and I appreciate the people who have been bringing the meals. They are all so pleasant! I also have the emergency response system because I’m by myself a lot of the time, and I have SourcePoint transport me to my medical appointments. I really appreciate those services. They are a big part of what helps me to continue living independently.”

—Betty, in-home care services client

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

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Our Community

We proudly serve all of Delaware County, including Ashley, Delaware, Galena, Kilbourne, Lewis Center, Ostrander, Powell, Radnor, Shawnee Hills, and Sunbury, as well as portions of Columbus, Dublin, and Westerville within county lines. In 2016, SourcePoint:

• Attended 52 events, including community festivals in Ashley, Delaware, Harlem Township, Sunbury, and Westerville.

• Delivered materials and publications to 160 off-site locations, including senior living communities, libraries, pharmacies, health facilities, and more.

• Participated in six events as Team SourcePoint.

• Initiated targeted medical outreach in the southern portion of Delaware County, beginning with 12 visits to healthcare providers.

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Community Grants

In 2016, SourcePoint’s Board of Directors approved funding for 21 programs serving older adults in Delaware County. SourcePoint helps fund existing programs in the county as a cost-effective and efficient way to address the various and growing needs of local seniors. If SourcePoint doesn’t directly provide a needed service to the aging population, we help fund those who do!

The programs, managed by 17 nonprofit organizations in Delaware County, were awarded a total of $716,965.45. The grant recipients included:

• The Alpha Group

• Alzheimer’s Association of Central Ohio

• Catholic Social Services

• Central Ohio Area Agency on Aging (COAAA)

• Common Ground Free Store

• Delaware Area Transit Agency (DATA)

• Delaware County Juvenile Court

• Delaware General Health District

• Delaware Speech and Hearing Center

• Drug-Free Delaware Coalition

• Employment for Seniors

• HelpLine of Delaware & Morrow Counties

• The Legal Aid Society of Columbus

• Lutheran Social Services

• National Church Residences Center for Senior Health

• The Ohio Health Foundation

• People In Need

Financial Information

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REVENUES

Property Tax Levy83%

Grants 6%

Service Fees 7%

Investment Income/Other 2%

Donations 3%

In-Home Care Services

62% Enrichment Center 13%

Grants 8%

Outreach & Communications 6%

Event Services 1%Development 2%

Management and General 9%

EXPENSES

Our ValuesSourcePoint’s values include Respect, Compassion, Interdependence, Excellence, Stewardship, and Advocacy.

Property Tax Levy $7,939,794 83%

Grants $577,215 6%

Service Fees $630,618 7%

Donations $269,649 3%

Investment Income $66,625 1%

Other $124,418 1%

Total Revenue $9,608,319

In-Home Care Services $5,421,503 62%

Enrichment Center $1,110,517 13%

Community Grants $692,094 8%

Outreach/Communications $483,106 6%

Management/General $797,321 9%

Development $154,458 2%

Event Services $52,387 1%

Total Expenses $8,711,386

2016 Board of Directors

President: David Black, WestervilleVice President: Anita Reeb, DelawareTreasurer: Robert Gore, DelawareSecretary: Anne Farley, MS LSW, Powell

Past President: Jane Nance, RN, GalenaPast President and Sustaining Director: Karen Pillion, SunburyPast President and Sustaining Director: Larry Harris, Delaware

William Brown, Jr., DelawarePaula Dinovo, DelawareMatthew Frericks, JD, DelawareDwayne Gardner, PhD, DelawareJan Garlock, WestervilleFred Johnson, GalenaJoan Lawrence, GalenaRoss Long, JD, DelawareRoger Lossing, CPA, Lewis CenterJohn McDavid, CenterburgAmber Miller, DelawareFrank Pinciotti, Lewis CenterTrudy Poole, Lewis CenterTansukh J. Salgia, PhD, Galena

Executive Team

Robert Horrocks, executive directorFara Waugh, LISW-S, director of client servicesKimberly Clewell, director of operationsStephanie Steinbeck, director of community programsKim Schuette, director of communications and development

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Our Donors

If you are a property owner in Delaware County, you already support our mission through your local property taxes. Your tax dollars provide more than 80 percent of the funding needed to help county residents set their own course to thrive after 55. And for that support, we are very grateful.

The other 20 percent of our funding comes from grants, corporate support, and the generous donations of individuals and families who wish to make an impact on the lives of local older adults. We are grateful to those investors who support our work in the community.

A monthly gift of $19.92 or a one-time annual gift of $240 or more qualifies donors for recognition in our 1992 Founders Club. The individuals and organizations listed below each contributed $240 or more in 2016. An additional thank you goes to the anonymous donors who contributed more than $37,000.

For a complete list of the more than 1,000 individuals who contributed in some way last year, go to MySourcePoint.org/impact.

Grace AllenAmerican Showa, Inc.Arbors at DelawareVirginia AshbrookGeorge BarringerKelly L. BarryJohn BartonPatricia BartonBarbara BauderJudy BearAlbert BellDalia BermudezGreg BinderDavid BlackOdell BoyerPrudence BoyerBetty BroekKaren BurgerElizabeth Carper

Terri CasinoPatricia CiaciuraClearCaptionsKimberly ClewellAlice ClickWinifred CochranMarjorie CookNita CordrayCountry Club Rehabilitation CampusCountry View of SunburyKaren CrosmanLynn DaltonMary DaughertyValerie DavidsonBetty DeedsDelaware ChiropracticThe Delaware County Bank and Trust Co.Delaware County Community MarketDelaware Court Healthcare Center

Delaware Riding ClubDelaware Speech and Hearing CenterBertha DellEmergency Plumbing Service, LLCFloyd EvansMarjorie FactorHarold FarrisMary FathbrucknerFCBankFidelity Federal Savings and Loan Assn.Patti FifnerFifth Third Institutional ServicesFirst Commonwealth AdvisorsBeth FisherFoot and Ankle Wellness CenterRobert FoxDoris FranklinFranklin Foundation, Inc.Beulah Fritsche

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Robert GaffeyMarvin GalloglyVivian GalloglyGertie GalluzzoJanet GarlockWalter and Ruth GibsonElaine and Eugene Goldsmith-LundyGFS Gordon Food ServiceSteve GormanRoberta GrateS. Kelly GreeneBetty GroomsGuided Patient Services Inc.Penelope HagamanHaller Wealth Management GroupDavid HanesSherry HanesIsadore HawaHearing Health SolutionsHelpLine/ConnectionsJoseph HemmerleMarie HenselMarcia HildrethHiram Lodge #18 F.&A.M.James HodgesMary HomanHometown Urgent CareDorothy HoovlerNaomi HornsbyRobert U. HorrocksDonald HulslanderSusan HulslanderHumana MarketPOINTInterim HealthCareIRONMAN FoundationJ & J MobilityEvelyn Jewell-HarmonRuth JewettDorothy KahnBeth KastleWayne KazeeRuby KellyWilliam KellySuzan Lake

Yvonne LakeMaureen LargerRichard LargerJoan and Wayman LawrenceJo Anne LeddyEleanore LilkoRoger LossingRobert LucasBetty LucasDonna LyndManos, Martin, and Pergram Co., LPAMarlene MarshallBrenda MarstonMildred MartinDoris MeekRichard E. MillerAmber MillerMike MillerMiracle-EarEd MorrisOasis Senior AdvisorsOhio Living Sarah MooreOhio Premier DermatologyOhioHealth/Grady Memorial HospitalOrthopedic ONESue PackardParkside Village Senior Living CommunityPeachblow United Methodist ChurchElizabeth PetitCarol PhillipsKaren PillionFrank PinciottiTrudy PooleMartha PorterRobert and Sue PostleMark PowellPowell Senior LivingJean RealAnita ReebAnne ReedRichard ReedVirginia ReinhardPat ReynoldsRichard Rhoad

Cris RiedmillerJoan RifeRosalind RittenourRichard RobinsonRose RobinsonTansukh SalgiaJill SchultzWilliam SheppardRobert ShortlandDelbert Smith Jr.Laura SmithRichard SmithSnyder Funeral HomesGlenn StalterStephanie SteinbeckEverett StoverLouise TalbertPaul TalbertWilliam TauselBetty TaylorJames TewPatricia ThackerJim ThorpeKaren TomacelliJane TompkinsTrucco ConstructionUnited Way of Delaware CountyUnitedHealthcareUniversal DermatologyV & P Hydraulic Products, LLCPaul VestalRosemary VestalHelena VonVilleKaren WaltermeyerFara WaughEugene WhiteFrank WiesnerWillow Brook Christian CommunitiesNancy Witchey

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 RoadDelaware, Ohio 43015

(740) 363-6677MySourcePoint.org