stevie wonder · stevie wonder 02 president & chief executive foreword 03 06 board directors 08...

Stevie Wonder

0302 President & Chief Executive Foreword

06 Board Directors

08 Executive Team

10 Strategic Directions 2009-11

14 Living my way

16 I do what I choose

20 Community Support & Marketing

25 Working at Cara

28 Financial Statements

36 Acknowledgements

Contents

Cara continues to benefit from the expertise and experience of our Board of Directors and Sub-committees. During the year we welcomed Tiffany Bartlett, Heather Linton, Susan Bradbrook, Kevin Cheesman and Phil Dorman while farewelling Ralph Bartholomaeus, Carol Hammond, Penny Gale and the late Neville Potter. The Board has been ably supported by a knowledgeable and enthusiastic Executive team, who has provided sound leadership across the organisation in managing and developing services. The Consumer Reference Council has also provided vital feedback and governance as representatives of our clients.

Sadly during the year, long time Cara Patron James A Nelson AM and Board Director Neville Potter passed away. Both men were loyal and ardent supporters of Cara and strong disability advocates. They will be greatly missed.

Cara means so much to so many people whether as a recipient of our services, a family member, a staff member, volunteer, corporate partner, host family or one of the many individuals who have contributed to our cause. It is very encouraging that this support continues to grow.

Our commitment to focused and consistent fundraising and marketing strategies has delivered excellent results. We continue to work closely with Nicknack Brand Communication and public relations firm Gray Management Group, who have both given generously of their time over and above our contractual arrangements.

Our partnership with Westfield and Housing SA will see the opening of a new respite house for children in late 2009, while other partnerships with corporate entities continue to benefit our day to day work and community profile. To all those businesses who have worked with Cara over the year, a sincere thank you.

To our Friends of Cara committees in the North Eastern suburbs and Gawler, your commitment and hard work is greatly appreciated, as are the many volunteers who devote their time to camps, gardening, visiting clients or general household maintenance.

A special thanks to our Patrons Hedley Bachmann and John Dyer and to every individual who pledged support financially or in kind – you truly have contributed to changing the life of an individual with a disability and their family.

As we face the many opportunities and challenges ahead, our strong foundations, based on nearly 60 years of service, provide us with a magnificent platform for the future.

We are now a very large organisation with services across South Australia. Our growth has been underpinned by a strong and committed Board, passionate and thoughtful staff and a large and growing number of volunteers, all of whom draw their inspiration from our clients and their families and the challenges they face every day.

Thank you for all your endeavours during what has been another exciting 12 months for Cara.

Nita Curtis OAM President

Greg Box Chief Executive Officer

In a year defined by the global financial crisis we have emerged strongly, not just maintaining existing levels of service but experiencing growth in key areas such as accommodation, respite and fundraising.

This has been achieved with careful management despite the impact of the economic downturn on our investment portfolio, a stream of income that will always be critical in meeting the costs of delivering services.

Our strategic direction has been set for the next three years to provide a framework for the opportunities and challenges that lie ahead.

The new strategic plan is dynamic and forward thinking, reflecting our commitment to our clients, families and staff and generating excitement in our future.

It addresses the challenge of limited funds for new services and the ongoing skills shortage in the sector, while highlighting the opportunities for regional expansion, community support and fundraising.

As a result we have reviewed our vision and mission to reflect our aspirations for the future and the changing nature of the environment in which we operate.

We believe that the vision, mission and strategic plan is achievable in partnership with government, private enterprise and the community.

We plan to be in a position to respond effectively to appropriate funding opportunities that arise and increase the number of services available for our clients. We aim to do this while ensuring we maintain the highest standards of service delivery, not just to meet the demands of our funding and accreditation bodies, but the day to day expectations of our clients and families for a caring, respectful and responsive service.

Nevertheless, providing innovative support services for individuals with disabilities and their families is not something we can do in isolation. We aim to work closely with Government in identifying and targeting areas of high need for accommodation and respite. Cara has enjoyed a constructive relationship with staff at both Disability SA (DSA) and the Office for Disability and Client Services (ODACS) and we all recognise the importance of working collaboratively to deliver the best outcomes for our clients.

Equally, the provision of disability support services inherently involves the community. Our service philosophy of active support is based on the values of community participation and integration. At its core is an individual with a disability taking an active part in their community, making the choices they want, and living their way. We also need the community’s support to raise awareness of disability issues and the services that are required.

President & Chief Executive Foreword

0302

Most people shy away from being in the spotlight. They prefer the comfort of anonymity to the harsh glare of public scrutiny. Not Paul Bennier. He embraces it. Wholeheartedly. Enthusiastically. Fearlessly. A veteran of the stage for more than 10 years, Paul is part of No Strings Attached, a group who feature regularly at the annual Awakening Festival in Horsham, Victoria. More recently, he was cast to play a key role in a set of television commercials for Cara. It’s opportunities like these that reinforce his belief in himself and reaffirm his independence. At the end of the day, isn’t that what we’re all after?Age 39 | Cara service: Accommodation

Paul

05

Nita Curtis OAM | President | Committee Memberships: Finance and Audit; Service Development

Nita

John Case | Treasurer | Committee Memberships: Chair, Finance and Audit; Chair, Risk Management

John

Linda Knock | Secretary | Committee Memberships: Finance and Audit; Marketing and Fundraising; Service Development

Linda

Tiffany Bartlett | Committee Memberships: Service Development

Tiffany

Nicole Senter | Committee Memberships: Risk Management; Service Development; Marketing and Fundraising

Nicole

Max Beacom | Vice President | Committee Memberships: Chair, Marketing and Fundraising

Max

Dr John Entwistle | Committee Memberships: Finance and Audit; Service Development

John

Philip Dorman

Philip

Neville Potter †

Neville

Axel Husner | Committee Memberships: Marketing and Fundraising

Axel

Kevin Cheesman | Committee Memberships: Risk Management

Kevin

Absent: Heather Linton, Susan Bradbrook

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Strategic Direction 4

Provide leadership across the disability support services sector.

To pursue this direction, we aim to:

• Be recognised as advocates for, and experts in, disability support services issues.

• Ensure good governance and sound management.

• Form partnerships with local, national and international organisations to share knowledge and improve disability support services.

KPI

• Achieve 100% compliance with relevant national and international standards relating to service delivery.

• Participation in relevant government inquiries and/or advisory groups.

• Annual increase in requests to Cara for information or opinions about disability support services.

• Active in one international project that utilises, broadens and enhances Cara’s skills and expertise.


Foster a creative, skilled and learning workforce.


• Be the employer of choice in the disability support services sector.

• Be active and innovative in facilitating learning and excellence by staff.

KPI

• Achieve targets in Cara’s Workforce Plan.

• Increase number of staff with relevant qualifications.

• Exceed the industry benchmark for staff satisfaction annually.

• Implement additional E-Learning training packages.


Enhance Cara’s disability support services through community involvement, education and participation.


• Continue to implement our five year marketing and fundraising plan.

• Create new and support existing community partnerships and projects that deliver benefits to all participants.

• Pursue alternative income generation from grants, trusts and intellectual property.

KPI

• Increased income from fundraising initiatives.

• Increase in percentage of brand awareness annually.

• Growth in donor support.

• Number of community partnerships that result in delivering better service outcomes.


Provide new innovative accommodation support services for South Australians with a disability.


• Work with government and other partners to identify and create new accommodation support services for individuals with a disability.

• Deliver accommodation services that meet the highest standard of service excellence.

KPI

• New and expanded disability support services at Port Augusta, Port Lincoln, Port Pirie and metropolitan Adelaide.

• Establish the Co-tenancy model as an alternative for independent living.

• Evaluation of the ‘Group Home’ model.

• Exceed 85% client and family satisfaction in annual survey.


Provide new innovative respite support services for South Australians with a disability and their families.


• Work with government and other partners to identify and create new respite support services for individuals with a disability and their families.

• Deliver respite services that meet the highest standard of service excellence.

KPI

• New respite houses in areas including but not limited to, metropolitan Adelaide, Mount Barker, Iron Triangle, Eyre Peninsula and Barossa Valley.

• Establishment of on-going day respite in school holiday periods.

• Maximise our current facilities capacity to provide additional respite services.



Deliver innovative quality services responsive to individuals with disabilities and their families.


• Enshrine our service philosophy of active support into our organisational culture.

• Instil a culture of continuous improvement and innovation.

KPI


• Achieve 100% compliance with relevant national and international standards relating to service delivery.

• Achieve 100% compliance with an annual review of families’ respite needs.

• Exceed disability support services sector benchmarks for Cara client and family satisfaction.

• Achieve 100% compliance with all individuals in accommodation services having an integrated Lifestyle and Opportunity Plan.

Strategic Directions 2009–11Disability Support changes lives

VisionOur vision is for Cara to be recognised as the best provider of innovative support services for individuals with disabilities and their families, by the South Australian community.

MissionCara provides accommodation and respite support services focusing on individuals with severe and multiple disabilities and their families that promote choice and participation.

11

Life is challenging for Brooke Davies. To begin with, she’s a Consumer Reference Council Representative for Cara. She helps inform and provide feedback on Cara’s key policies. Not a simple task. But that’s Brooke for you, always up for a challenge. Currently, her most pressing goals are to live independently, to make new friends, and getting to know her little niece as she grows. Though not necessarily in that order. “I’m a nice person and love to have fun,” she beams. Age 28 | Cara services: Respite house, Youth Getaway, Cara Consumer Reference Council Representative.

Brooke

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Cara’s supported accommodation services give individuals with a disability the opportunity to live their way with disability support.

Overall, 119 people with a disability called Cara home over the year in a combination of individual and shared accommodation style services.

Our new accommodation service in Port Pirie was officially opened in September 2008. Members of the household and staff are now actively involved in their local community with the assistance of a number of volunteers.

We expanded our accommodation service in Port Augusta to support an additional person and were pleased to announce funding for a new group home in the north of Adelaide.

At Cara, an individual with a disability taking an active part in their community, making the choices they want, and living their way, is at the core of our active support service philosophy.

Throughout the year training in active support principles was undertaken across all accommodation services. Overall 231 staff at 26 services have participated with outstanding results.

There has been greater engagement in activities, better social integration, increased use of leisure and community facilities and more opportunity for self-determination with individuals with a disability and staff reporting higher levels of satisfaction.

In consultation with families, the next stage is to formally apply active support principles to how we deliver and design our respite services.

Data illustrating the benefits of active support on domestic and community participation for individuals with a disability has been collected to form the basis of an evidence based research project in partnership with RMIT University, University of Melbourne and University of Sydney. A full report will be published at the conclusion of the project.

Cara has also been involved in a state based active support Steering Committee, sharing our expertise and experiences with other disability support service providers.

Cara was nominated as a finalist in the Inaugural Palliative Care Awards 2009. The awards were conducted by the Palliative Care Association of South Australia. Cara was nominated as a finalist for the palliative care provided to a client we supported in their own home. The nomination is a testament to the dedication of the staff involved and their commitment to providing high quality individualised services.

Living my way

15

Cara’s range of respite options recognise that families and individuals who care for people with disabilities need the opportunity to take a regular break from the demands of full time caring. Just as equally, a person with a disability deserves the opportunity to make new friends, learn new skills and have new experiences. This is why our respite services cater for a variety of ages and interests enabling individuals to have a choice.

Respite options are tailored to individual needs and include respite houses for adults and children, Youth Getaway (formerly Mobile Respite), Camps for Kids, Teen Vacation Respite, in-home attendant care and Families for Families.

Families for Families currently has 37 volunteer host families who have collectively spent 318 nights or 7632 hours this year caring for a child with a disability one weekend a month or as part of the school holidays.

The challenge for Families for Families has always been and remains the ability to recruit up to 15 volunteer host families each year in order to meet demand. In the last year two families were recruited leaving up to 12 families still waiting for placement with the respite service. Significant resources have been allocated to drive recruitment with an emphasis on creating partnerships with community groups, schools, church groups and fitness centres to attract new host families.

Families for Families sadly farewelled nine host families from the program in 2008-2009, many of whom have been involved for over a decade. These long standing supporters were crucial in ensuring the ongoing success of the service in its infancy and we whole heartedly thank them for their generosity, time and support to the children and families they have cared for over the years.

Cara will continue to investigate innovative and responsive respite models particularly for those families who are awaiting placement with Families for Families or are keen to try alternative respite options.

The fun and frivolity continued with Camps for Kids. Participants enjoyed everything from sailing and swimming to canoeing and bush trekking at a variety of locations across the state including Berri, Victor Harbor, Renmark, Clare, Clayton Bay and the Adelaide Hills.

Teen Vacation Respite catered for young people with a disability unable to access existing school based vacation care. Established links with community groups and businesses ensured a range of activities were on offer including craft, swimming, games, outings, cooking and sport.

Youth Getaway remained a popular respite alternative for young adults with a disability. Youth Getaway provides short holidays every second weekend. This year destinations included Port Elliot, Victor Harbor, Gawler and Clare, with participants making the most of their holidays by dining out at local pubs and restaurants, going to the movies, attending concerts, sporting and other special events.

Cara’s respite houses provided 345 families with over 7968 nights of respite care for children and adults. Demand remained traditionally strong during school holiday periods and weekends. A number of houses received significant upgrades to their gardens, play equipment and interiors thanks to generous corporate and community support. Two respite houses were also earmarked for relocation. Our adult respite house in Morphettville will relocate to a new building also in Morphettville and our children’s respite house in Oaklands Park will relocate to the new Westfield respite care house site in Parkholme.

I do what I choose

17

Inventor. Spiritual counsellor. Reiki instructor. Meditation music composer. Active campaigner for people with Cerebral Palsy. Clearly, Graham Calma is not your everyday human being. Oh, and he’s also writing an international medical paper in collaboration with a leading physiotherapist and an engineer. It’s about the Functional Electrical Stimulation (FES) suit he’s helped design and the learning acquired from 25 years of painstaking research on this alternative method of therapy for those with Cerebral Palsy. It’s the daily personal support that Cara provides that gives him the strength to reach for his dreams. “I’m very fortunate to have a disability,” he muses. “It has granted me a unique opportunity to view the general population in a different light.” Add Philosopher to his list of credentials.Age 39 | Cara Service: Accommodation

Graham

19

Community Support & Marketing

Momentum for our fundraising and community initiatives has continued to grow resulting in greater awareness of Cara and our services.

Several direct mail appeals highlighting Camps for Kids and the impact felt by families caring for a child or adult with a disability were vital in growing our supporter base over the last 12 months.

In April 2009 we asked Adelaide to ‘Pucker Up’ for Cara launching our Charity Edition lipstick and lip gloss amid cupcakes and champagne at Just Tickled Pink in Unley. The idea, sparked by the global financial crisis, is based upon the economic indicator the ‘Lipstick Index’ which shows that in times of recession, lipstick sales skyrocket. The initiative was made possible thanks to local makeup artist Gabrielle Boulton and her brand G Cosmetics and the many retailers across Adelaide who stocked the lipsticks. Thank you also to Mix 102.3’s Jodie Blewett and Advertiser journalist Bek Devlin, who were passionate supporters of the campaign.

Our Inspired Adventures to China and the Kokoda Track provided the opportunity for six people to enjoy the trip of a lifetime while raising funds and awareness for Cara. Upon reflection all participants described their involvement as life changing. The next trip is planned for October 2010, with a trek to experience the ancient wonders of Peru in South America.

During the year we were pleased to announce our first official Ambassador, former Big Brother housemate Nathan Strempel.

Nathan is a perfect fit for Cara, a qualified physiotherapist; he has worked in the disability sector supporting children with a disability. His interest in working with people with disabilities was prompted by his experiences growing up with friends who had siblings with disabilities.

Last year Nathan decided to pursue opportunities in the media following his appearance on Channel 10’s reality program Big Brother. We are excited to have Nathan on board and look forward to his continued involvement.

We entered our first ‘Team Cara’ in the City-Bay Fun Run to raise funds for our annual Christmas Carnival. Though small in number, the team took up the challenge, special thanks to team members from Zobel Finance and Gray Management Group.

The result was a magnificent day at the Adelaide Showground’s for 500 children and adults with a disability and their families, Cara staff, volunteers and supporters. Guests were entertained with an array of colour, music and movement under the Santos marquee with the iconic Ferris Wheel as the backdrop. Thanks to Adelaide Produce, Aretzis Group, Coles – Port Adelaide, CMI Toyota, Hills Industries, Mellor Olsson, Plaster Fun House – Unley, Pro Paint and Panel, Schiavello, Seymour College Pipe Band, Streets, Unitex SA, Westfield and Yellow Corporation for their involvement. Very special thanks to our major sponsors, Les Brazier Special Vehicles, Santos and Zobel Finance.

Our partnership with Westfield continued to flourish. The new respite care house for children will open in late 2009. Building works are well underway with a number of contractors and suppliers providing in-kind support to ensure the project’s success. The project, the result of a joint initiative between Westfield, Housing SA and Cara is a great example of the excellent outcomes that can be achieved when the Government and private sector work together.

Westfield Community Days continued to provide children with a disability and their families with a fabulous day out at each of the centres and for the first time we tried our hand at Christmas wrapping. 104 volunteers worked tirelessly in the lead up to Christmas ensuring that for a gold coin donation the presents under the Christmas tree looked perfect. The results were outstanding with a significant amount of money raised for Cara.

21

It has been great working with the Westfield staff over the past 12 months on these initiatives, their enthusiasm, understanding and passion for our clients and families is extraordinary.

The Magill children’s respite house garden was officially opened in October 2008, thanks to the generosity of the Hills Industries Charitable Trust and a number of volunteers. A similar project funded by the same group, is underway at our Christies Beach children’s respite house and will open in late 2009. The children and families who use these respite houses love the new outdoor environments. The generosity of Hills Industries and its staff has been wonderful. Together with volunteers from Saint Ignatius College and Magill Flexi Centre this has been a fabulous example of the community working together to change the lives of the people with a disability.

Several large donations of manchester and linen from Sheridan Australia were greatly appreciated. The high quality towels, sheets, quilt covers and bedspreads have been of great use in our accommodation and respite houses. Cara volunteers Mary and Joe Dankeiwicz have worked tirelessly to turn many of the items into clothes protectors or single size bedding. A big thank you to Sheridan Australia, Mary and Joe.

Our volunteers continued to provide outstanding service to Cara through a range of activities. The number of volunteers and community groups registered with the organisation is approximately 300. Many of our programs and events would simply not exist without their support.

Throughout 2008-2009 volunteers assisted us in a variety of ways; many sharing their time directly with people with a disability, while others ensured our gardens and houses were kept looking good or supported our administration activities. Volunteers on our Board and Consumer Reference Council contributed to the governance and direction of Cara.

In particular, Camps for Kids and Teen Vacation Respite rely heavily on the help they receive from service clubs and community groups. A large number of Lions Clubs, Rotary Clubs, schools, universities, church groups and businesses were actively involved again this year. Special mention to Elizabeth Church of Christ and Cooinda Recreation Centre for their support of Teen Vacation Respite and Variety Club for their support of Camps for Kids.

Our Friends of Cara groups in Gawler and the North Eastern suburbs have both been busy once again raising funds through a number of events. The Friends of Cara have worked tirelessly over many years to support Cara’s clients and we are very grateful for their energy and commitment.

From a marketing perspective, our first advertising campaign was successful with a measured increase in brand awareness. Our public relations activity also grew with Cara mentioned across Adelaide, regional and national media 113 times over the year. This was a significant increase on 2007-2008 figures.

23

Community Support & Marketing

Working at Cara

The recruitment of suitably trained staff has been an ongoing challenge. However a concerted effort on recruitment and retention this year was successful with an additional 86 people joining Cara. Overall our workforce grew to 362 (215 FTE).

Two groups of trainees graduated. Our Traineeship Program was established in collaboration with Salvation Army Employment Plus, TAFE SA and Business SA. The program provided potential employees with the opportunity to work as Community Support Workers while studying towards a Certificate III in Community Services (Disability).

A commitment to staff development saw all Service Managers gain a Certificate IV in Business (Frontline Management). This has been of great benefit, not only to the individual participants, but for Cara as a whole. As a group the Managers have worked on projects addressing areas such as recruitment and deployment, training and development, connecting clients to the community, working effectively with families and integrating Active Support and Lifestyle Plans.

During the year we took a fresh approach to mandatory training, implementing full day Group Training sessions at Cara Head Office. The sessions provide a more efficient way of delivering training to a greater number of staff. They also presented a great opportunity for staff from a diverse number of services to meet and share their knowledge.

We expanded the use of our online training tool to present the theoretical components of a number of training packages including Manual Handling, Sexual Harassment, and Bullying Prevention. This has successfully complemented existing individualised and group training sessions.

Continuity and familiarity of staff is important to our clients and their families who benefit most when they feel comfortable with a person they know and trust. Staff also need time to build their knowledge and understanding of individual client needs. Therefore ensuring staff are committed to Cara for the long term is important.

We are pleased to acknowledge a number of staff for their years of service in 2008-2009. Congratulations to Brian East, Jessie Flavel and Ann McCall on 20 years of service. Congratulations to Emma Ashley, Margaret Martin, Wilma Mitchell, Barbara Neave, Stacey Rose and Lynette Wegener on 10 years of service.

The Edna Redman Service Excellence Awards for Community Support Workers again acknowledged those staff whose extraordinary efforts helped in ensuring community inclusion and participation for people with a disability. This year the recipients were Janelle Buhagiar, Kylee Calbert and Elizabeth Fairweather.

Cara continued its commitment to quality with the development and implementation of further continuous improvement and quality system strategies.

Extra resources allocated to the management of Cara’s OHS&W system including our Manual Handling Team have paid real dividends with the lowest number of open WorkCover claims for many years.

Audits of our compliance with ISO 9001:2000 Quality Standards, Home and Community Care requirements, Family and Youth Health Licensing, Office for Disability and Client Services, Service Excellence Framework and WorkCover’s Safety Achiever Business System were successfully completed.

2524

What you see is a cute eleven year old girl. What you don’t see is the autism that makes her shy, nervous, and resistant to the slightest departure from her everyday routine. So when her initial hesitance at the prospect of going to camp turns to sheer excitement, you know she’s making progress. Which is why mum, Pam, is so thankful; not to mention relieved. “At camp she gets the opportunity to be independent,” she explains enthusiastically. “For us as a family it is wonderful knowing that she is off having fun, feeling part of a community.” Such social interactions have helped Lucy come into her own. So much so that she enjoys singing and dancing, and yes, even school. That’s saying a lot for an eleven year old.Age 11 | Cara service: Camps for Kids

Lucy

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Note ($) 2008/09 ($) 2007/08

IncomeD.S.O. Funding 11,871,220 11,283,702 Novita Income 15,395 23,628Interest Received 88,845 113,020Share Dividend 322,014 521,378 Other Income 708,460 207,602 Profit On Sale Of Assets (28,076) 165,144 Cara/Scosa Property Account 105,324 51,655 Respite & Accommodation Fees 1,011,922 870,116 Mobility Fees 123,625 118,865 Purchased Services 1,200,123 937,030 Total Income 15,418,852 14,292,140

ExpenditureAdministration & Executive Managers 1,305,576 1,021,454 Community Support Workers 9,742,214 9,094,757 Total Wages 11,047,790 10,116,211

Wage On-Costs 2,027,502 2,039,963 Total Wages And Wages On-Costs 13,075,292 12,156,174

Advertising 120,180 29,984Audit Fees 12,500 13,440Board Expenses 3 14,211 33,250Cleaning Materials 4 38,718 30,171Computer & Software Maintenance 20,385 39,601Contractors 5 176,941 245,636Depreciation 354,357 346,153Electricity 97,080 92,888Foodstuffs 6 270,959 248,037Gas 15,322 12,769Insurance 19,785 5,170Legal Fees (1,646) 4,925Maintenance – Buildings 16,912 23,118Maintenance – Client Equipment 4,854 11,611Maintenance – Grounds 13,493 11,351Maintenance – Office Equipment 26,062 26,438Minor Equipment Purchase 7 17,596 19,860Motor Vehicle Costs 200,542 195,888Occupational Health & Safety 16,548 16,439Postage & Courier 8 17,202 63,517Printing & Stationery 104,076 72,284Promotions 137,833 7,877

Note ($) 2008/09 ($) 2007/08

Expenditure (Cont)Rates & Taxes 1,743 1,739 Rent 562,945 424,104 Security 15,300 12,244 Staff Training & Development 253,250 262,533 Subscriptions, Books & Journals 14,249 15,843 Sundries 152,619 147,011 Telephone & Facsimile 62,852 62,470 Travel & Accommodation 23,959 16,234 Impairment Loss On Investments 9 1,057,699 0 Total Other Expenses 3,838,526 2,492,585

Total Expenditure 16,913,818 14,648,759

Net Surplus / (Deficit) 2 (1,494,966) (356,619)

The attached notes are to be read in conjunction with these financial statements.

Income Statement for The Year Ended 30th June 2009

Income Statement for The Year Ended 30th June 2009

29

Financial Statements: Community Accommodation & Respite Agency Inc.

Assets Note ($) 2008/09 ($) 2007/08

Current AssetsCash At Bank & On Hand 10 104,434 204,003 Cash Investments 10 0 400,000 Share Investments (Market Value: 2009 – $3,720,564)(Market Value: 2008 – $4,742,190) 3,720,564 5,599,813 Trade Debtors 237,917 355,649 Cara/Scosa Property Account Equity 174,032 148,708 Prepayments 15,966 15,194 Sundry Debtors 11 223,910 171,715 Total Current Assets 4,476,823 6,895,082

Non-Current AssetsLand & Buildings (At Cost for 2007/08) 12 121,478 1,663,560 (At Director’s valuation for 2008/09) 12 2,000,000 0 Leasehold Improvements, Plant & Equipment, 1,644,684 1,457,112 Office Machines & Furniture & Fittings (At Cost)Less Accumulated Depreciation (1,069,178) (914,755) 575,506 542,357 Motor Vehicles (At Cost) 1,689,558 1,785,664 Less Accumulated Depreciation (933,837) (846,897) 755,721 938,768 Total Non-Current Assets 3,452,705 3,144,685

Total Assets 7,929,528 10,039,767

Liabilities

Current LiabilitiesSundry Creditors & Accruals 13 746,624 1,138,008 Provision for Annual Leave 14 802,367 701,830 Provision for Sick Leave 14 170,199 170,199 Provision for Long Service Leave 14 799,515 701,950 Total Current Liabilities 2,518,705 2,711,986

Non-Current LiabilitiesProvision for Long Service Leave 14 138,265 209,665 Total Non-Current Liabilities 138,265 209,665

Total Liabilities 2,656,970 2,921,651

Net Assets 5,272,558 7,118,116

Represented By: Equity

Share Revaluation Reserve 15 (808,510) 0Property Revaluation Resrve 16 457,918 0Retained Earnings 17 5,623,150 7,118,116 Total Equity 5,272,558 7,118,116

The attached notes are to be read in conjunction with these financial statements.

Balance Sheet as at 30th June 2009

01. Statement of Significant Accounting Policies: The financial statements are a special purpose financial report prepared in order to satisfy the financial reporting requirements of the Associations Incorporation Act (SA) 1985. The financial statements have been prepared specifically for distribution to members in accordance with the Association’s constitution.

The Board of Directors has determined that the Association is not a reporting entity and therefore, as there is no requirement to apply Australian Accounting Standards (including Australian Accounting Interpretations) in the preparation and presentation of these statements, they have been adopted only to the extent shown in Note 1 to the financial statements.

The Association specifically applied the following accounting standards in the preparation and presentation of the financial statements:

(a) AASB 1031 – Materiality

(b) AASB 110 – Events after the Balance Sheet Date

The financial statements are prepared on an historical cost basis and do not take into account, unless otherwise stated, changing value of money. The accounting policies have been consistently applied, unless otherwise stated.

Set out below is a summary of the accounting policies adopted by the Association in the preparation of the financial statements.

Depreciation: Plant, Office Equipment, Furniture and Fittings are depreciated on a Straight Line basis to write them off over their estimated useful lives. Depreciation is not provided on buildings. Items less than $300 are expensed.

Employee Benefits: Provision is made for the Association’s liability for employee entitlements arising from services rendered by employees to balance date. Employee entitlements have been measured at their nominal amount. Employee entitlements arising from long service leave have been provided for as a liability once an employee reaches four years of completed service.

Revenue: Revenue from grant funding is recognised in the income statement in the financial year to which the funding relates. The extent to which grant funding has not been expended, or does not relate to the year ended 30th June 2009, is detailed in Note 10 as Grants in Advance.

Interest revenue is recognised on a proportional basis taking into account the interest rates applicable to the financial assets.

Revenue from the rendering of a service is recognised upon the delivery of the service to the customers.

Income Tax: Community Accommodation & Respite Agency Inc. is a Public Benevolent Institution and is therefore exempt from income tax under the Income Tax Assessment Act.

Notes to and forming part of the Financial Statements

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Financial Statements: Community Accommodation & Respite Agency Inc.

Notes to and forming part of the Financial Statements cont.

Note ($) 2008/09 ($) 2007/08

02. Net Operating Surplus/(Deficit)

The net Surplus/(Deficit) for the year included the following items:

Annual Leave 100,538 65,049Long Service Leave 138,265 209,665Sick Leave 0 0 238,803 274,714

03. Board ExpensesIncludes Board Members attendance at professional seminars and salaries for workers supporting consumers on the Board. 14,211 33,250

04. Cleaning MaterialsInvolves the regular purchase of a range of household items at accommodation and respite services. 38,718 30,171

05. ContractorsIncludes fees to the Community Business Bureau Inc. for financial, personnel and payroll services and reimbursements for the Host Family Program. 176,941 245,636

06. FoodstuffsPrimarily the purchase of food at service locations offset by income from client fees. 270,959 248,037

07. Minor Equipment PurchasesMinor equipment purchases involves new or replacement furniture or household goods or office equipment valued at less than $300. 17,596 19,860

08. PostageIncludes expenditure on marketing and fundraising activities. 17,202 63,517

09. Impairment Loss On InvestmentsInvestment funds during the financial year have resulted in an impairment of $1,057,699 due to movements in the market. 1,057,699 0

10. Cash(a) Cash at bank and on hand 104,434 204,003(b) Short Term Deposits (a) 11am Call Account 0 400,000 104,434 604,003

11. Receivables(a) Trade Debtors 237,917 282,799 Provision for doubtful debts 0 0 237,917 282,799

(b) Sundry Debtors Workers compensation receivable 122,710 69,987 Interest receivable 1,055 2,723 GST receivable from ATO 100,145 99,005 Imputation credits 0 72,850 CARA/Scosa property Account 174,032 148,708 Other 0 0 397,942 393,273

Note ($) 2008/09 ($) 2007/08

12. Land & BuildingsThe value of Land & Buildings for 2007/08 was based on cost price and included a 50% share in the Woodville complex ($1,542,082) and a share in the accommodation house at 4 Longford Crescent, Ferryden Park ($121,478). The Board of Director’s has accepted independent advice on the market value of the Land & Buildings at the Woodville complex as at 30th June 2009 of $2,000,000. The value of the Ferryden Park site remains at $121,478. 13. Sundry Creditors And AccrualsCreditors 311,665 125,330Salaries and Wages 451,128 409,852Accrued Expenses 13,505 12,500Grants In Advance 13,226 43,062Revenue In Advance 1,000 30,300GST Payable to ATO 336,682 327,325Other (380,582) 189,639 746,624 1,138,008

14. Provisions For Employee BenefitsAnnual LeaveAnnual leave provision includes an amount of $74,639 (2008 $66,750) for leave loading. 802,367 701,830

Sick LeaveSick Leave provision is provided at the rate of 50% of entitlement for all employees who are back filled when on sick leave. 170,199 170,199

Long Service LeaveLSL is provided for after the completion of four years of service. 937,780 911,615 15. Share Revaluation ReserveInvestment funds during the financial year have resulted in an impairment of $808,510 due to movements in the market. 16. Property Revaluation ReserveDirector’s revaluation of the Woodville Complex based on an independent valuation of the property. 17. Retained EarningsOpening Balance 1/7/08 7,118,116 7,474,735Surplus (Deficit) for the year (1,494,966) (356,619)Closing Balance 30/6/09 5,623,150 7,118,116

18. Board Of DirectorsBoard Directors who held office during the 2008/09 Financial Year:

Nita Curtis OAM PresidentMax Beacom Vice PresidentJohn Case TreasurerLinda Knock Secretary – (re-elected at the 2008 AGM)John Entwistle DirectorAxel Husner Director – (re-elected at the 2008 AGM)Neville Potter Director – (Deceased December 2008)Nicole Senter Director – (re-elected at the 2008 AGM)Tiffany Bartlett Director – (elected at the 2008 AGM)Philip Dorman Director – (Co opted April 2009)Heather Linton Director – (Casual Vacancy N Potter)Kevin Cheesman Director – (elected at the 2008 AGM)Susan Bradbrook Director – (Co opted October 2008)

Notes continued

Notes continued 33

Independent Auditor’s Report to the members of Community Accommodation and Respite Agency Inc.

Statement & Report by the Board of Directors

REPORT ON THE FINANCIAL REPORT

We have audited the accompanying financial report, being a special purpose financial report, of Community Accommodation and Respite Agency Inc, which comprises the balance sheet as at 30 June 2009, and the income statement for the year then ended, a summary of significant accounting policies, other explanatory notes and the Statement of the Board of Directors.

The Responsibility of the Board of Directors for the Financial Report

The Board of Directors of the Association are responsible for the preparation and fair presentation of the financial report and have determined that the accounting policies described in Note 1 to the financial statements which form part of the financial report are appropriate to meet the financial reporting requirements of the Associations Incorporation Act 1985 and are appropriate to meet the needs of the members. The Board of Director’s responsibility also includes establishing and maintaining internal control relevant to the preparation and fair presentation of the financial report that is free from material misstatement, whether due to fraud or error; selecting and applying appropriate accounting policies; and making accounting estimates that are reasonable in the circumstances.

Auditor’s Responsibility

Our responsibility is to express an opinion on the financial report based on our audit. No opinion is expressed as to whether the accounting policies used, as described in Note 1, are appropriate to meet the needs of the members. We conducted our audit in accordance with Australian Auditing Standards. These Auditing Standards require that we comply with relevant ethical requirements relating to audit engagements and plan and perform the audit to obtain reasonable assurance whether the financial report is free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial report. The procedures selected depend on the auditor’s judgement, including the assessment of the risks of material misstatement of the financial report, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the Association’s preparation and fair presentation of the financial report in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the Association’s internal control. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of accounting estimates made by the Board of Directors, as well as evaluating the overall presentation of the financial report.

The financial report has been prepared for distribution to members for the purpose of fulfilling the Board of Director’s financial reporting requirements under the Associations Incorporation Act, 1985. We disclaim any assumption of responsibility for any reliance on this report or on the financial report to which it relates to any person other than the members, or for any purpose other than that for which it was prepared.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.

INDEPENDENCE

In conducting our audit, we followed applicable independence requirements of the Australian professional ethical pronouncements.

AUDITOR’S OPINION

In our opinion, the financial report presents fairly, in all material respects, the financial position of Community Accommodation and Respite Agency Inc as at 30 June 2009 and its financial performance for the year then ended in accordance with the accounting policies described in Note 1 to the financial statements.

We have obtained all of the information and explanations required from the Association.

Chartered Accountants

(Partner)

Adelaide South Australia

Dated

Statement: In the opinion of the

Board of Directors:

01. The attached financial statements present fairly the results of the operations of the Association for the Year Ended 30th June 2009 and the state of affairs of the Association at 30th June 2009.

02. At the date of this statement, there are reasonable grounds to believe that the Association will be able to pay its debts as and when they fall due.

This statement is made in accordance with a resolution of the Board of Directors, and is signed for and on behalf of that Board.

Dated this 29th day of September 2009.

Report: In accordance with s.35(5) of the Associations Incorporations Act (SA), 1985, the Board hereby states that during the twelve months to the 30th June 2009:

(a) No officer of the Association, no firm of which the officer is a member, or no body corporate in which the member has a substantial financial interest, has received, or become entitled to receive a benefit as a result of a contract between the officer, firm, or body corporate and the Association.

(b) No officer of the Association has received directly or indirectly from the Association any payment or other benefit of a pecuniary value other than the Chief Executive Officer receiving remuneration for services provided to the Association under the normal terms and conditions of his employment.

This statement is made in accordance with a resolution of the Board of Directors, and is signed for and on behalf of that Board.

Dated this 29th day of September 2009.

Greg Box Public Officer

Nita Curtis President

Greg Box Public Officer

Nita Curtis President

35

Acknowledgements

PatronsHedley Bachmann AMJohn Dyer AM JPJames A Nelson AM †

Honorary Life MembersAndy AyersRalph BartholomaeusNita Curtis OAMHarry DarcyKay HelpsBrian FischerRhonda FischerFrancis HarrisonAvis HarrisonGloria JarvisMalcolm McDonaldSally McDonaldShirley MudgeRon O’BrienEvelyn Powell OAMBeverley RamseyEdna Redman OAMAnne Skipper Margaret SkrypekHarold Twartz OAM

AmbassadorNathan Strempel

Cara SupportersGray Management GroupHills IndustriesNicknack Brand CommunicationsSheridan AustraliaSquare Holes Market ResearchWestfield South Australia Zobel Finance

2008 Christmas CarnivalAdelaide ProduceAretzis Property GroupColes – Port AdelaideCMI ToyotaHills IndustriesLes Brazier Special VehiclesMellor OlssonPlaster Fun House – Unley Pro Paint & PanelSantosSchiavello SASeymour College Pipe BandStreets Ulysses Motorcycle ClubUnitex SAWestfield South AustraliaYellow CorporationZobel Finance

Camps for KidsAdelaide West Rotary ClubBarossa Fine FoodsBerri Lions Club Booleroo Centre Lions Club Clare Lions Club Gladstone Gaol Tourism Complex Goolwa Lions Club Hahndorf Lions ClubInvestigator CollegeMcLaren Vale Rotary Club Murtho Park, Paringa Onkaparinga Lions ClubRenmark Lions Club Rocky River Lions Royal Australian NavyRoyal South Australian Yacht Squadron Scouts Association of South AustraliaStirling Rotary Club Strathalbyn Lions Club Toc H South Australia Inc. Trinity College Gawler Senior School Victor Harbor & Port Elliot Lions Club

Magill & Christies Beach Respite House GardenHills IndustriesMitre 10 GlyndeSt Ignatius CollegeYouth Education Flexi Centre at Magill

Westfield Respite HouseWestfield Housing SA Aardvark Pest Control Accredited Window Tinting Action Line Marking Adelaide Felt AFS Carpets Allshapes Sheetmetal Architectural Hardware & Doors Astec Painters Aurora & Taco Construction Bakers Delight BCA Engineers Bellevue Lawn & Garden Bidvest Boffa & Russo Electrical Contractors Bunnings CNW Edwardstown Coates Hire Construction Glazing ETSA Utilities GNG Plumbing & Building Services Haden Hagar B&R Hames Sharley Harris Scarfe Hastie Services Hindmarsh Plumbing IDEAL FX John Arnold Shopfitters John Lewis Food Services Katnich Dodd Lelio Bibbo Lions Club of Richmond Luciano Concrete McNamara Novatech PJO Electrical RealServe Reflections Cleaning Rotary Club of Findon S&M Construction Southern Star Windows Spectrum Fire Springfield Butchers Stratford Services

37Sturt Stump Cutters The Rotary Club of Kidman Park Veolia Environmental Services Wavals Party Hire Wallbridge & Gilbert Consulting Engineers

Teen Vacation RespiteCooinda Recreation CentreElizabeth Church of ChristBig Week Out VolunteersBowlland MarionBunnings – Marion & Munno ParaCity of Marion Library ServicesElizabeth Special Needs JudoIntencityJumpin Joey’s Inflatable CastlesKaurna Cultural Centre WarripingaMegan Chancellor

2008 City-Bay Fun RunGray Management GroupZobel Finance

Grants & FoundationsEB Charitable TrustVariety Club

Pucker UpAlexis GeorgeA Touch of BeautyAlexandra & LaceBirdcageCoco BoutiqueCognitionCurious OrangeDetails HandbagsFresh Hair & BodyG CosmeticsHender ConsultingHot Rocks Salon & SpaJust Tickled PinkMai LouiMix 102.3 FMNakedSmartcuts HairdressingWisteria Blue HomewaresWestfield Marion, Tea Tree Plaza & West LakesZobel Finance

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