ANNUAL REPORT 2019HIGHLIGHTS

Promoting dignity and growth for people with disabilities and mental health needs

our Mission

Placing a family member or loved one in the care of others is not something done without trepidations or fear. However, once family members or advocates make the choice to utilize the services of Systems Unlimited Inc., most trepidations or fears they may have initially had are quickly relinquished. They see firsthand the quality of care their loved one receives and the focus on individualized services which promotes respect and dignity for each person served. Based on the responses from people served and their family members, we are confident that our agency sets the bar for Eastern Iowa, the state and our country in terms of the quality of care we provide and the proven progress that people in our programs make.

Of course, we are constantly striving to make our agency more responsive to people’s needs and to foster relationships and create environments where everyone in the Systems family feels valued. This includes our amazing staff of over 1,000 dedicated professionals throughout Eastern Iowa.

People with intellectual and developmental disabilities are people first, and we are committed to making sure each and everyone of them has meaningful opportunities to be actively engaged in their communities.

Please enjoy our annual report and the highlights of 2019 and thank you for your support of Systems Unlimited, Inc!

Tom Braverman Casey WesthoffBoard President Executive DirectorSystems Unlimited, Inc. Systems Unlimited, Inc.

Board President and Executive Director Letter

We are constantly striving to make our agency more

responsive to people’s needs and to foster

relationships and create environments where

everyone in the Systems family feels valued

ANNUAL REPORT 2019Systems Unlimited, Inc.

Tom BravermanPresident

Casey WesthoffExecutive Director

The people weserve claim a vital,fundamental role intheir communities

our Vision

Service Highlights:

• Developed a new service model where people living in their own apartments share staff and use remote monitoring technology to promote both independence and safety through efficiency.

• Added four new positions, including a Regional Director and Program Administrator in the Northern Region, plus two additions to our clinical staff: a Nurse and a Clinical Support Specialist. Our new Nurse provides care planning, staff training and agency wide support in drafting and implementing health-related policies and procedures. Our Clinical Support Specialist provides hands-on assistance to staff with planning and implementing successful behavioral health supports.

• Celebrated DSP Appreciation Week with thank you gift baskets for all sites and program areas, daily drawings for gift cards, recognizing DSP’s on Facebook, posting banners and signs at all offices, and having an employee grill out at the IC office

• Strengthened our partnership with the University of Iowa through collaboration with the nursing school to offer practicum hours, tours with medical students interested in the disability community and participation in student dissertation and grant-funded research in several University departments.

• Invested in our community through informational presentations at the University of Iowa, setting-up booths at craft fairs and other events to improve our name recognition

• Improved our process for streamlined and safe medication management by implementing pharmacy delivery services at some sites and planning a pilot project for electronic medication documentation and tracking.

• Remodeled the old Linnhaven office in Marion to create two new fully accessible homes.

• Hosted our first ever formal dance, the “Rock the Red-Carpet” event

• Modified the criteria to determine premium and enhanced sites within the agency.

• Prepared for transition to new MCO.• Increased the effectiveness of our services through the

Operations Planning process, designing new options for applying support positions and clearly defining tiers of medical and behavioral supports needs so that staff can be matched according to their skills and compensated fairly.

Supported Community

Living

Residential Based Supported Community Living Servicesadults & children

Respite Services for individuals with disabilities

CDACConsumer DirectedAttendant Care

Hourly Servicesadults & children

Home & Vehicle Modification

SCL

ANNUAL REPORT 2019Systems Unlimited, Inc.

1

Service Highlights

• Offered successful practicum experience to U of I Nursing Program students in at ES and SCL in Iowa City; this will be an ongoing, valuable partnership for more semesters to come.

• The Community Integration group invited candidates for Iowa Secretary of State to visit ES to discuss voting accessibility.

• Participated in the U of I Homecoming Parade, collaborating with Home Ec (small community business) and Kirkwood Elementary Schools this year

• Cedar Rapids moved into their new location in October 2018.

• Iowa City ES developed a studio space for people to create meaningful works of art. Creating meaningful art has had a visible, positive impact on the time people attend ES. The art program has also had a wider impact, improving morale across the day program and other department. Hired for a newly created position—Art Program Manager. The Art Program Manager is responsible for providing people served the means to create and share their work with the community.

• Partnered with Wake Up Iowa coffee to feature SUI artists on labels for bags of coffee sold across the state.

• Staff and people served manned a booth at the Iowa City ArtsFest in June 2019, where we promoted our services as well as sold over $3K of merchandise (t-shirts, tote bags, magnets, buttons and Wake Up Iowa Coffee) designed with the artwork of 20 individuals who participate in the art program.

• A new position, Employment Coordinator, created capacity to develop five new jobs for people looking for employment in April and May 2019. We provided job development services to 20 people who were looking for new/additional employment.

• Iowa City Employment Services developed a contract with Downes and Associates to clean 9 apartment complexes, resulting in 5 work shifts/5 days a week.

Employment Systems

Day Programming

Community Employment

Vocational Training

ES

Service Highlights

• SBHS completed transition from the old “Family Systems” to the new Systems Behavioral health Solutions by moving all staff into the Scott Blvd Service Center and closing all remaining FS files.

• Added a new Clinical Support Professional position, supporting staff working with individuals to develop daily schedules, social stories, and a resource library on the network for behavioral and mental health resources.

• Collaborated with other program directors on developing and implementing a new model of supports for staff related to behavior/mental health, aging/end of life issues, medical/skilled cares, communication and sensory needs, etc.

• Provided FBA’s (Functional Behavior Assessments) and behavioral consultation to individuals served in SCL/ES, in order to develop Behavior/Mental Health plans, and then worked with Coordinators and Supervisors to train direct care staff on how to implement the plans.

systems Behavioral Health solutions

Individual & Family Therapy

Functional Behavior Assessments

Behavioral Health Consultations

Therapy Groups

Trainings

SBHS

ANNUAL REPORT 2019Systems Unlimited, Inc.

• Facilitated one-on-one meetings with the Supported Living Supervisors from behavioral sites in the Iowa City area to determine what supports are needed to best serve individuals at those locations.

• Provided staff trainings and care groups for SCL and ES staff who are experiencing difficult challenges (e.g. death of an individual or co-worker, significant staffing/program changes, significant/increased challenges in working with an individual served, etc).

• Expanded the number of contracted insurance companies to include Aetna, Tricare and Medicare options.

• Prepared nine staff to be certified as Safety Care instructors for a year, and received funding from the East Central Region to reimburse Systems for the costs incurred to certify them. Additional funding from the Region was also approved to assist in paying for the costs of training direct care staff in Safety Care.

• Acquired a grant from the Washington County Riverboat Foundation to purchase a manikin that the nurse can use to train staff on 35 different medical cares.

President: Tom Braverman Vice President: Leah Donald Secretary/Treasurer: Matt Horan Past President: Suzanne Hilleman

Board of Directors

Casey Westhoff Executive Director

Michelle LloydDirector of Finance and Fleet & Facilities

Mona KenyonDirector of Human Resources

Jen SimmeringDirector of CQI and IT

Stacie LaneSenior Director of Services

Jolene SorensonDirector of Supported Community Living

Liz ArmentroutDirector of Supported Community Living

Ann TrotterDirector of Employment Systems

Julie Doran ClarkDirector of Systems Behavioral Health Solutions

Kathy BrooksNorthern Regional Director

Susan DavisMatt HayesConnie MoorePhil WhiteJeff EdbergMatt BakerChad BrakhahnDale GardnerKaren MutersRenee Smith-LaBarge

Management Team

Direction Leadership2019

The 2019 audited financial report is available to view

upon requestSalaries and Benefits, $27,291,957, 87%

Operating Expenses, $953,134, 3%

Occupancy Expenses, $1,472,837, 5%

Transportation, $672,656, 2%

Staff Development/Training, $75,153, 0%

Depreciation, $698,964, 2%

Insurance, $105,170, 0%

Other, $106,618, 1%

Expenses FY 2019

Salaries and Benefits

Operating Expenses

Occupancy Expenses

Transportation

Staff Development/Training

Depreciation

Insurance

Other

Medicaid, $31,398,343, 95.36%

Region, $173,211, 0.53%

Private, $262,580, 0.80%

Contribuitons, $53,089, 0.16%

Rental , $781,239, 2.37%

Management Fees, $96,908, 0.29%

Gain on sale, $30,195, 0.09%

Other, $129,915, 0.39%

Sources of Revenue FY 2019

Financial position

ANNUAL REPORT 2019Systems Unlimited, Inc.

1

Individuals Sharon Abby & Richard GlynnAngela AbrianJohn & Marcy AlbrightKaren AllpressCarly AmbiscoCharles & Jane AndersonSteven AndersonMark & Paula AthertonTracy BehaJean & Steven BergeBeverly & Larry BladesHelen & Robin BodkinDeb BorgstahlMichael & Joni BoschSheila & William BoydRobert & Joanne BradyJeanne BrandesJennie BrantmanPhyliss & Richard BravermanJim & Madeline BrewerJennifer BrittonJoan BrittonJane & Paul BrownDonald Brown & Judy BarkalowRobert BrugmanBecky BuntingPat BurkeStanley & Michelle BurnsPatricia BuswellBecky Butler KrizWillis & Linda BywaterMark & Carol CallaghanDee & Susan ChilesChad & Jennifer ChristensenThomas & Renee ClancyPatrick & Jeanne CollisonJohn CollotonMichael & Denice ConnellJoan & Thomas Cook

Bernie & Cherie CremersLaurie & Daniel CumminsDavid Curry & Donna FriedmanEllen & Michael DehnerCharlene & Wayne DemeulenaereRobert & Diane DeWittSusan DombroskiLeah DonaldSue & Bob DvorskySharon & Larry EaslerJeffrey & Carol EbingerKimberly EbingerLouis E EbingerLynn EbingerRebeccca Goodgame EbingerAnn ElsbeckerNancy & Dennis EmanuelJames EmrickScott EnyartWilma EvansSusan & Darryl FangmanJohn & Jane FarrellCarol FausettKelly FerentzElizabeth & Gerald FetterLinda FinchmanDarrell FlinnSusan & Michael Frye KienzleMichael & Denise GannonSandra & Dennis GannonColleen GardnerBeverly GauseCarl GentileAnn GerdinHarlan & Deb GillespieJohn & Mary GilroyJoshua & Molly GilroyLaura & Ken GoddardBernie & Steve GoepferdLois & James Graham

Scott & Lisa GrahamRita & Tim HammesConnie & Mark HanelinePatricia & Kevin HanickCarol & Barbara HansonErnest HartMark & Susan HartungSally HartwigMark & Margaret HeffronMargaret HeidgerH.A. & C.R. HeinGlenda Diane HerteenCharles & Anne HesseJeffrey & Suzanne HillemanThomas & Jeri HobartRon & Arlene HoldenKaren HughesPriscilla JacobsenJane JansonNicole JewellJulie Johnston WalkerConnor JostiesMary & James JostiesFrank & Judith JudischWalker & Linda KellyNoah & Linda KempSharon KesselringNancy KienzleBetty KirchnerTony & Rachel KnebelEugene & Carole KnutsonJohn & Claudia KnutsonJohn & Patricia KozaSteve KronDelores KrotzMary Lea KruseSamuel & Marjorie KupermanStephen & Julie LacinaGeorge & Phyliss LanceLynette & William Lancial

Individual & business Donors

Systems Unlimited is honored to receive each and every gift!

Bill LandersAlan & Janet LeffGerald & Debbie LehmanJohn & Sue LindRichard & Elizabeth LockhartSusan & John LoomisJames & Gwedolyn LoweTom & Kathy LynchJanet Fritz MaasDenise MaiersMart & Ann MaiersMichelle MarksVictor MarzKatherine & Joseph MatthiesenJames & Marilyn McCarraherJ.P.N. McConahayMarita McGurkM.C. McLaughlinThomas & Mary McMurrayCharles MeardonPat & Jerry MeisEdith MerrymanRobert & Barbara MickelsonLinda MilderAnna May MillerLou & Jerry MillerMajorie MillerMaria MillerRobert & Pamela MillerSarah MillerSid & Pam MillsFrank & Monica MitrosTrish MonahanRobert & Rosalie MoningerDavid & Susan MontgomeryPaul & Janet MooreSue MooreHarold & Mary Ann MullinexLinda MustonShirley Myers

Eunice NelsonJoseph NelsonConnie NeubauerMary NuebelMargaret OberreuterShawn O’Neill LynchRichard & Carolyn OtisMary OxfordRay & Mary PechousDorsey PhelpsRobert & Mary Jean PhippsMark & Kelly PieperRichard & Verna PieperPhyliss PinzonAndrew PiroKimberly & Brian PontiusJames & Polly PorterSteven Price & Janet WyattSteven & Pamela QuigleyMargaret RichMarilyn RiggleScott & Nancy RitterTim RockafellowValerie & Danny RodriguezSteve & Janet RoeDee & Joe RohwedderPatricia Rossman & Charles BuckDouglas & Cindy RuppertDarcy SanfordRobert SaxtonFred & Cleanne SchieberChristine SchlotfeltDale SchrockJo & Jim ScottMolly & David ScottWilliam & Winifred ScottMark or Betty SheaRoger & May SimpsonCarol & Bradley SnellSuzanne Soderberg

Charles & Joanne SorensonNancy SpaljSandy SpireWilliam & Marlene StanfordJames & Barbara StehbensThomas & Deb StewartJanet StierErik & Jenn Stone and familyJudy & Gary StoverRoger & Sally StutsmanRonald & Virginia StutsmanVilda SutherlinDonald SzeszyckiSue TietzDavid & Denise TiffanyDavid & Joanne TiggesDonna TingleffAlys & Charles TrawCurtis & Mary UpdegraffKerstin Van GilderShelly ViletaNancy VossLarry & Jeanette WatersKristyn WatsonDoyle & Elizabeth WeissLaura WellsGary & Joan WerlePatrick & Jaclyn WesthoffPhil & Laura WhiteAl & Diane WilliamsonDaLayne WilliamsonScott & Vanessa WillmanJulie & Randall WillmanStephen & Sue WolkenGlen & Nancy Yowell

Thank you for being a Friend!

Businesses & Organizations Access SystemsBradley & Riley PCCosgrove Knights of ColumbusGloria Dei Women of ELCAHills BankJeffrey B. Birr Special Needs TrustJunge MotorsKnights of Columbus-Marquette Council 842Jeff Edberg, Lepic KroegerZion Women, Lutheran Church in AmerciaNetwork for GoodRandy’s CarpetTowncrest PharmacyUniversity of Iowa Community Credit UnionPhil O’Brien, Urban Acres

Donations may be made on our facebook page, website, or sent to Systems Unlimited at 2533 Scott Blvd SE Iowa City, Iowa 52240.

Our apologies to any donors with misspelling of names or who we inadvertantly missed.

ANNUAL REPORT 2019Systems Unlimited, Inc.

1

our Presence

www.sui.org

Iowa City2533 Scott Blvd SE(319) 338-9212

Cedar Rapids925 American Way SW(319) 377-9788

Washington109 N Marion Ave(319) 653-3356

Monticello 402 E 1st St (319) 465-6360