PLATINUM2023

Life Unlimited, Inc.

Liberty, MO   |  www.lifeunlimitedinc.org
GuideStar Charity Check

Life Unlimited, Inc.

EIN: 43-1237483


Mission

Life Unlimited’s mission is to support people with developmental disabilities as they experience life with unlimited possibilities.  We seek to become the premier provider of supports and services for people with disabilities, signifying quality, innovation, and person-centered principles. We are committed to ensuring the sustainability and growth of our organization and are driven by a ceaseless desire to improve. The people we employ will be engaged, dedicated, and invested in our mission.

Ruling year info

1989

Principal Officer

CEO Julie Edlund

Main address

2135 Manor Way

Liberty, MO 64068 USA

Show more contact info

Formerly known as

Immacolata Manor

Concerned Care

Open Options

EIN

43-1237483

Subject area info

Shelter and residential care

Supportive housing

Group homes

Developmental disability services

Population served info

Adults

Women and girls

People with disabilities

NTEE code info

Developmentally Disabled Services/Centers (P82)

Residential, Custodial Care (Group Home) (P70)

Group Home (Long Term (P73)

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

The pandemic has exposed key vulnerabilities in I/DD supports, and disability service providers are having to prepare for staffing shortages exacerbated by direct support professionals (DSPs) falling sick or having to tend to loved ones. In addition, DSP positions become increasingly harder to fill, in part because of historically low wages.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

RESIDENTIAL: Community Housing / Supported Living Programs

Life Unlimited currently provides direct-care residential services to  adults with developmental disabilities in Clay and Jackson Counties. Direct support professionals provide hands-on care, assisting with a broad range of personal needs including meal preparation, household cleaning, administering medications, bathing, dressing, mobility, and transportation to daily activities.Services include: residential habilitation, case coordination, transportation and health care coordination from a fully trained and qualified staff. As of January 2019, a staff of over 400 supports approximately 250 individuals in group homes or assisted living facilities. Ages range from 19 to 94.

Population(s) Served
Adults
People with disabilities

The Day program provides a unique opportunity for its participants to increase
and maintain quality of life. With the help of families, guardians, service coordinators and Life Unlimited staff, the men and women we serve determine and meet their own personally identified goals.  By providing a lower-than-average ratio of staff to participants, many severely disabled individuals who have not been well supported by other programs thrive in this environment. Each week a variety of activities are offered including, but not limited to: Performing and Visual Arts; Communication Skills; Community Outings; Computer Skills; Family Contact; and Friendship Development; Life skills and Money Skills; Personal Care; Reading, Writing & Math Skills; and Volunteering.

Population(s) Served
Adults
Women and girls

The Life Unlimited health team provides coordination of care for a medically fragile population. The health team consists of registered nurses, health coordinators,  program managers and the CEO. This team provides medical care and support for all Life Unlimited residents with around the clock care, and medical attention far beyond state requirements. Of those served, all 250 have been dually diagnosed with developmental disabilities.24% use devices to ambulate11% have Cerebral Palsy32% have seizures/epilepsy5% are visually impaired11% have Alzheimer’s / Dementia11% have Autism16% have Down’s Syndrome

Population(s) Served
Adults
People with disabilities

LU is pleased to announce a partnership with Job One to help expand and grow our community employment program in Clay and Platte counties. This partnership will allow our organizations to build upon our present strengths and provide a broader range of employment opportunities for the individuals we support. Job One has been a leader in employment services for individuals who have a disability for over 50 years in the Jackson County area. Their expertise and success in the employment field will be a great addition to the services provided in the Northland.We believe every individual has abilities and talents to offer their community. A goal for most adults, including adults with developmental disabilities, is to gain meaningful employment. We offer employment services to help them find and maintain the right jobs in their community.
We provide:Assessment – Each individual will go through an assessment process to identity their strengths, talents, and interests.Job Discovery – Individuals are given opportunities to volunteer at different types of jobs to gain experience and see what types of jobs they excel in and enjoy.Job Skills Training – Specific training for people to become employed.Job Placement – We work hard to connect job seekers with the right employer and type of job so that it is meaningful to them and where they will succeed.Job Coaching – Job coaches support people on the job to help them be successful. The type of job coaching needed for each individual.

Population(s) Served
People with disabilities

LU is pleased to offer organized sports, trips, music, dances, day camp, and programs that teach cooking, cultural proficiency, public speaking, and community-living skills for people who have no other means of accessing the community or other specialized services. In addition, Open Options' sport program, KC Power & Speed, became part of Life Unlimited during the 2018 merger. This sports program provides competitive bowling to individuals with disabilities.

Population(s) Served
People with disabilities

Where we work

Accreditations

Commission on Accreditation of Rehabilitation Facilities (CARF) - Assisted Living - 3 year 2016

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of adults with disabilities receiving sufficient social and emotional support

This metric is no longer tracked.
Totals By Year
Population(s) Served

People with disabilities, Adults

Related Program

RESIDENTIAL: Community Housing / Supported Living Programs

Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Holding steady

Context Notes

Our data collection is in line with DMH’s requirements on our agency as a disability services provider. We use Therap, the leading software in the disabilities field, for tracking goals and outcomes

Number of individuals with disabilities receiving home-based supports that help them live as independently as possible

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults, People with disabilities

Related Program

RESIDENTIAL: Community Housing / Supported Living Programs

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

207 individuals either receiving 24 hour/day supports or supports as needed

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

One of our goals is to implement remote support technology, which gives providers the opportunity to do their job more efficiently, while allowing a more independent lifestyle for people with disabilities.

Our strategy for the Remote Support Technology project involves seven main activities:

1. Preliminary Research: We draw on research provided by the state and also research from other Technology First states that have successfully implemented remote supports

2. Vendor Selection: After comparing several vendors in our local area, we have chosen Hearo Technologies because of their knowledge and expertise and also the quality and price of their product

3. Budget Evaluation: We support the state's initiative of phasing in remote supports and ultimately using remote supports in all of our homes. We are a financially stable organization formed from merging three local disability service providers together, each of which benefit from a 40 year history. With careful planning and investment from grantmakers, we believe that implementing remote supports in all of our homes will become self-sustaining.

4. Contacting Potential Funders: The Disability Division Resources Board of Clay County (DDRB) has provided funding for emergency remote support equipment. In addition to our request to the Speas Foundation, we have sent a detailed proposal to the Health Forward Foundation.

5. Software/Hardware Installation: We are working closely with Hearo to assess our needs and install equipment tailored to our homes

6. Program Evaluation: The staff and board will work together to closely monitor our progress

7. Growth of Program Per Outcome of Evaluation: Based on our evaluation, our goal is to outfit all homes and increase the number of shifts that will utilize remote monitoring.

We draw on the follow six resources to position ourselves for success:

1. Financial Stability of Organization

2. Well-Prepared and Well-Trained Employees

3. Support of Guardians, Families and Support Coordinators

4. Guidance/Directives by the State of Missouri

5. Vendor Partnership

6. Funding from supporters

We are in the process of finding funding partners for our remote support technology program. We have identified a reputable and experienced vendor for the technology, and key personnel in our organization are prepared for carrying out the initiative:

Amy Taylor, Chief Operations Officer
I/DD professional with a Master's degree in Social Work, Bachelor Degree in Psychology and 20
years of experience in the I/DD field, including roles in direct care, management, leadership.
Ten years of experience in foster care specializing in youth with I/DD.

Paul Twenter, Chief Analytics and Project Officer
Financial professional with over 30 years of diversified business analytics experience. Bachelor's
Degree in Accounting, a Six Sigma Green Belt, a Certified Public Accountant, a Certified Treasury
Professional, and two Master's Degrees.

Christy Schnieders, Director of Nursing
Registered nurse for 20 years, with a background in the emergency room trauma, cath lab,
wound care, IV therapy, pre- and post-surgery, and case management. Five plus years working
with the I/DD community.

Financials

Life Unlimited, Inc.
Fiscal year: Jul 01 - Jun 30

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

1.70

Average of 5.52 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

3.2

Average of 2.9 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

19%

Average of 21% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Life Unlimited, Inc.

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Life Unlimited, Inc.

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

Life Unlimited, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Life Unlimited, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $1,070,177 $1,555,508 $1,424,260 $2,464,148 $1,153,881
As % of expenses 8.4% 10.1% 8.2% 13.3% 5.9%
Unrestricted surplus (deficit) after depreciation $885,823 $1,347,107 $1,139,750 $2,170,535 $847,933
As % of expenses 6.8% 8.7% 6.4% 11.5% 4.3%
Revenue composition info
Total revenue (unrestricted & restricted) $13,189,441 $16,492,470 $18,820,473 $21,009,281 $20,875,349
Total revenue, % change over prior year 50.6% 25.0% 14.1% 11.6% -0.6%
Program services revenue 95.9% 93.1% 96.6% 80.0% 93.4%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.1% 0.3% 0.3% 0.0% 0.1%
Government grants 0.0% 0.0% 0.0% 0.0% 1.0%
All other grants and contributions 2.4% 5.8% 2.3% 18.0% 3.4%
Other revenue 1.6% 0.7% 0.7% 1.9% 2.1%
Expense composition info
Total expenses before depreciation $12,750,398 $15,338,827 $17,411,899 $18,532,695 $19,416,186
Total expenses, % change over prior year 126.0% 20.3% 13.5% 6.4% 4.8%
Personnel 84.8% 82.0% 85.9% 87.9% 88.4%
Professional fees 1.2% 1.6% 1.4% 1.0% 0.8%
Occupancy 2.7% 2.3% 1.9% 1.0% 2.2%
Interest 0.1% 0.1% 0.1% 0.1% 0.0%
Pass-through 0.0% 0.0% 0.0% 0.0% 0.0%
All other expenses 11.2% 14.0% 10.8% 9.9% 8.6%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $12,934,752 $15,547,228 $17,696,409 $18,826,308 $19,722,134
One month of savings $1,062,533 $1,278,236 $1,450,992 $1,544,391 $1,618,016
Debt principal payment $17,720 $0 $0 $2,845,197 $0
Fixed asset additions $1,259,696 $1,138,240 $810,206 $464,397 $4,245,564
Total full costs (estimated) $15,274,701 $17,963,704 $19,957,607 $23,680,293 $25,585,714

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 2.8 1.2 3.8 3.4 3.2
Months of cash and investments 3.4 3.1 4.5 3.9 3.6
Months of estimated liquid unrestricted net assets 3.6 3.6 5.4 4.5 4.3
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $3,007,815 $1,585,380 $5,518,054 $5,178,391 $5,104,171
Investments $562,658 $2,341,927 $978,072 $842,936 $753,882
Receivables $898,193 $1,551,517 $1,438,479 $1,879,035 $2,467,629
Gross land, buildings, equipment (LBE) $6,680,609 $8,277,411 $8,452,562 $8,852,517 $13,098,081
Accumulated depreciation (as a % of LBE) 44.6% 44.1% 39.0% 39.8% 29.3%
Liabilities (as a % of assets) 11.4% 14.9% 29.4% 10.1% 25.3%
Unrestricted net assets $7,300,675 $8,647,782 $9,787,532 $11,958,067 $12,806,000
Temporarily restricted net assets $32,934 $97,665 N/A N/A N/A
Permanently restricted net assets $30,000 $0 N/A N/A N/A
Total restricted net assets $62,934 $97,665 $89,406 $167,902 $352,170
Total net assets $7,363,609 $8,745,447 $9,876,938 $12,125,969 $13,158,170

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Form 1023/1024 is not available for this organization

Principal Officer

CEO Julie Edlund

During college Julie started volunteering for United Cerebral Palsy at a life skills and job training center in Memphis, Tennessee. She was immediately hooked on advocating for people with disabilities and working for nonprofits. She spent the next twenty+ years working in the nonprofit sector. She received her undergraduate degree in Psychology and her MBA from the University of Memphis. She has also completed many training programs in non-profit management, program development and fundraising. Before moving to Missouri two years ago she served as the Executive Director at Special Kids & Families, an early intervention resource agency that provides inclusive preschool classes, home-based teachers and therapists, a pediatric therapy center and parent training programs for children with developmental delays. Last year she worked with the Community of The Good Shepherd to facilitate their merger with Alternative Opportunities.

Number of employees

Source: IRS Form 990

Life Unlimited, Inc.

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
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Compensation data
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Life Unlimited, Inc.

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

Life Unlimited, Inc.

Board of directors
as of 01/26/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Ms. Sayard Parrish

Landmark National Bank

Term: 2021 - 2023

Terry Stone

Consultant

Sue Miller

Children's Mercy Hospitals

Alisa Ford

Retired

Brian Mall

BKD, LLP

Lolita McShann

Truman Medical Center

Sayard Parrish

Landmark National Bank

Andy Protzman

Protzman Law Firm

Julie Edlund

Staff ex officio member

Mark Bertrand

Staff ex officio member

Matt Eckert

CBRE

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? No
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? No
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? No
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? No
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.