The Whole Person, Inc.
3710 Main St.
Kansas City MO 64111
TWP's headquarters is model for renovating historic buildings to meet or exceed Universal Design accessibility standards.

Web and Phone Contact
Telephone (816) 561-0304
Mission Statement
The mission of The Whole Person is to connect people with disabilities to the resources they need by supporting independent choice and advocating for positive change in the community.
Leadership
CEO/Executive Director Ms. Julie DeJean
Board Chair Ms. Genny Manley-Klocek
Board Chair Company Affiliation Great-West Life & Annuity Insurance Co.
History and Background
Year of Incorporation 1978
Financial Summary
Revenue Expense Area Graph

Comparing revenue to expenses shows how the organizations finances fluctuate over time.

Source: IRS Form 990

 Breakdown
Net Gain/Loss:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.
Statements
Mission Statement The mission of The Whole Person is to connect people with disabilities to the resources they need by supporting independent choice and advocating for positive change in the community.
Background Statement

Established in 1978 as a nonprofit, non-residential organization serving the Greater Kansas City metropolitan area, The Whole Person (TWP) “assists people with disabilities to live independently, and encourages change within the community to expand opportunities for independent living.” In service to this mission, TWP provides a broad array of community-based, consumer-driven programs promoting empowerment, self-reliance and integration into the community, nearly all offered at no charge to people with a wide range of physical, developmental, and mental health disabilities.

TWP is committed to expanding Kansas City’s opportunities for independent living by advocating for positive changes in our community. We lead by example: A majority of our Board and staff are people with one or more disabilities, and we renovated our headquarters at 37th & Main using (and exceeding) Universal Design accessibility standards. As a result of more than 35 years of community advocacy, TWP’s efforts in tandem with local partners have resulted in an increased number of curb ramps throughout the metropolitan area; an increased number of accessible businesses, programs, agencies, recreational facilities, and more; a greater number of persons with disabilities who are visibly present within the community; improved transportation options for people with disabilities; and improved media coverage of, and attitudes toward, people with disabilities.

In FY 2016, we delivered independent living programs and services (nearly all at no charge) for 2,222 people throughout the Kansas City metropolitan area with all types of disabilities. TWP provides programs and services in five core areas: independent living skills training; information and referral; peer mentoring; advocacy for individuals and improved systems, laws and policies; and transition services for young people transitioning to adulthood as well as people of all ages who want to live independently at home instead of an institution.

Impact Statement

RECENT ACCOMPLISHMENTS:

  • The Whole Person received top honors from two accrediting agencies in fall 2016, following comprehensive on-site reviews: (1) A two-year accreditation from Missouri Vocational Rehabilitation (VR), the designated agency to ensure the compliance of Missouri-based Centers for Independent Living (CILs) with State and Federal CIL standards; (2) A three-year accreditation from the Commission on Accreditation of Rehabilitation Facilities (CARF) International.
  • TWP is now directing staff resources toward new, auxiliary employment-related programming and program development. The former Employment Services Manager has been tasked with exploring a new social enterprise to bring new funding to TWP and provide opportunities for hands-on work experience for job-seekers with disabilities. Jay Robertson, a 20-year veteran of VR and other CARF-accredited organizations, began serving as TWP’s Employment Services Manager in January 2017. Jay is developing additional new job skills programming.

 

STRATEGIC PLAN GOALS FOR FY 2017:

Call to Action/Outreach

  • Cultivate relationships with local/regional businesses and organizations
  • Leverage enhanced and interactive organization website
  • Utilize regional and statewide advocacy groups to advance TWP positions
  • Develop expanded referral network

Growing Funding Sources/Resources

  • Establish formal policy on operating reserve, with a 3-5 year goal of having a 10% reserve.
  • Diversify funding in response to potential public support cutbacks.

Organizational Quality and Performance Improvement

  • Survey client needs
  • Implement performance improvement process based on prioritization grid

Client Program and Service Expansion

  • Expand current mental health services
  • Increase support for people with autism
  • Increase independent living services to seniors with disabilities
  • Provide more information and training in assistive technology and adaptive equipment

Needs Statement
  • More people with disabilities in the Greater Kansas City metropolitan area who can live independently
  • More independent living services for seniors with disabilities
  • Expanded volunteer team of expert carpenters to build ramps and other home modifications for people with physical disabilities
  • Increased number of volunteers from underserved parts of the metropolitan area
  • Financial sustainability for The Whole Person through greater visibility and increased giving by individuals, foundations and corporations
  • Operating reserves totaling 25% of agency budget
Service Categories
Centers to Support the Independence of Specific Populations
Rehabilitative Care
Areas of Service
MO - Jackson County
MO - Clay County
MO - Platte County
KS - Wyandotte County
KS - Johnson County
MO - Eastern Jackson Co
MO - Jackson County Urban Core
KS - Wyandotte County Urban Core
MO - Cass County
CEO/Executive Director/Board Chair Statement

My work as CEO of The Whole Person (TWP) has reinforced my lifelong dedication to serving people with disabilities. TWP’s Board, staff, volunteers and other stakeholders share my passion for this work because we see the difference TWP makes in the lives of young people, adults and families throughout the Greater Kansas City metropolitan area, who include: 

  • Parents taught by a Whole Family Project sign language tutor to communicate with their nonverbal toddler for the first time
  • An artist with disabilities who displayed and sold her artwork in a professional setting for the first time through TWP’s Expressions Art Series
  • A young person recovering from a severe spinal injury who found support from other teens with spinal injuries through the work of a TWP Youth Advocate
  • The woman with a spinal cord injury who can exit her home in an emergency, now that The Whole Person’s Home Modification Program has built a ramp from her door to the sidewalk
  • A middle-aged man with several disabilities who landed the job of his dreams with a lawn service company after learning basic job skills from an Employment Specialist at The Whole Person
  • A senior whose feelings of isolation were relieved through the assistance of a TWP Deaf Advocate who helped him locate an Olathe nursing home with a Deaf-friendly environment 

But the need in our community is great. With more than 200,000 people with disabilities in the Kansas City region, TWP will continue to expand its independent living programs and services.

--Julie DeJean, CEO

Programs
Description

The central tenet of the independent living movement is that the freedom to make choices and live independently is a basic civil right that should be extended to all people, regardless of disability. Within this framework, The Whole Person (TWP) works with and for people with disabilities – consumers of our services – to promote their independence in the community. Through our five core Independent Living Services, TWP gives consumers the tools they need to achieve their goals: 

  1. Independent living skills training
  2. Information and referral
  3. advocacy for individuals and for system-wide improvements
  4. peer mentoring
  5. Transition services – assisting those at risk of entering a nursing home or other institution, those who want to move out of an institution, and youth in their transition to post-secondary life. All TWP programs provide one or more independent living services.
Category Human Services, General/Other Services for Individuals with Disabilities
Population Served People/Families with of People with Disabilities, ,
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success

When a person with a disability comes to TWP for services, he or she identifies personal short- and/or long-term independent living goals related to a significant life area. Goals that are achieved by the client or are “in progress” are tracked by Independent Living Advocates who work with a variety of TWP programs including Mental Health Advocacy, Youth Services, Deaf Services, The Whole Family Project, Consumer Directed Services, Employment Services and more. For example, in FY2015-2016, 2,532 specific self-care goals were established by TWP clients. At the end of the fiscal year, 852 of these goals had been achieved and 1,527 were still in progress. Participant goals for relocating from a nursing home or other institution to community-based living totaled 53, with 11 achieved and 16 in progress. Of 137 vocational goals set by consumers last year, 50 were achieved.

Long-Term Success

The achievement of independent living goals by a person with disabilities can be transformative. It may take two years for a child who is Deaf and her family to learn how to communicate with each other using sign language, or a person with a spinal cord injury to develop the self-confidence to join friends from a peer support group on a public transportation outing, but the impact of their successes can last a lifetime. In two months, a ramp can be built so an older adult who uses a wheelchair can exit his home safely, or a job-seeker can prepare her first resume – but the difference each success can make in the life of the client is profound. TWP accomplishes long-term success as a Center for Independent Living when clients of all ages, races, ethnicities, genders, and gender orientation with all types of disabilities achieve the independence they seek through the programs and services we provide.

 

Program Success Monitored By

Annual program assessment surveys are completed by individuals who have received services throughout the year, and some programs require more frequent assessments. Goals are tracked by Independent Living Advocates who work one-on-one with their clients. Quarterly reporting also measures success by the number of goals set by the participants, goals achieved and goals that are in progress. As a Center for Independent Living, TWP uses the database, CIL Suite, to capture assessment data and other information for grant and contract reports as well as ongoing internal program and service evaluation.

Examples of Program Success

The Whole Person’s Independent Living Advocates include Deaf Advocacy staff, who respond to the independent living needs of older youth and adults who are part of Kansas City’s Deaf and hard of hearing population. For example, Deaf Advocates work one-on-one with our Deaf and hard of hearing clients to assist them with the skills they need to live independently in the metropolitan area. The Advocates also provide skills training and education to classes of Deaf and hard of hearing youth and adults.

In addition to the direct services, the Advocates are also responsible for community and “systems” advocacy. Recent examples include a collaboration with a local business to work with its Deaf clients, such as an older adult who needed assistance from caregivers and payee services. Advocates have also worked with area transportation services such as RideKC and the 10/10 taxi system to improve accessibility for Deaf passengers.

Description

The Whole Family Project (TWFP) was formed in 1999 by The Whole Person to help Kansas City children who are Deaf, hard of hearing or nonverbal (due to disabilities such as severe Down syndrome or autism) learn to communicate with their families and caregivers using sign language, and to help the families and caregivers learn how to communicate with their children. The Project results in lasting positive impacts on the children, their families, and the community. It is unique in the Kansas City metropolitan area because our tutors go to the family’s home -- once each week for up to two years -- and at no cost to the family other than time and hard work, so that all caregivers may simultaneously learn how to communicate with each other and the child. Children from infancy to 12 years of age are eligible for the program, which now serves more than 50 families annually.

Program Budget $115,846.00
Category Human Services, General/Other Services for Individuals with Disabilities
Population Served Families, ,
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success

The short-term goal for families participating in The Whole Family Project is to learn 75-200 signs in a year. Each family’s unique situation, the nature of the child’s disability, the dedication of the family to practice sign language in-between lessons, and the length of time the family stays in the program all contribute to how well the family retains and successfully communicates using their new shared language. Additionally, the age and communication needs of each child affect the length of time that the tutor stays on each of program’s 12 training modules. The Project is sensitive to the possibility that the family may require additional review and repetition in order to succeed.

Long-Term Success

Long-term goals for families participating in The Whole Family Project are to use sign language to communicate with their child successfully in everyday life. A family with a Deaf child may have a functional base of well over 500 words while a family with a child with Down syndrome may have a functional base of 100 words. The Whole Family Project regularly assesses the progress of each family by gauging how the quality of communication in the home has improved as a result of tutoring. Whether a family has successfully reached an established goal from one of our 12 modules depends not only on how many words the family knows but also how the words are used. For example, if before the program the child communicated that he or she was hungry by screaming and hitting his or her parents, and the child post-intervention uses sign language to communicate, that would be an example of the family reaching a long term goal.

Program Success Monitored By

Project staff and tutors track and record family progress toward measurable objectives using the agency’s program database, CIL (Center for Independent Living) Suite. For example, “medium progress” in months 9-12 of the program means that the child and all fully participating family members are able to hold short conversations using signs learned throughout the year, and 50% of these families will be able to use 150 signs. 

Goals for FY 2017 include serving a minimum of 50 families over the year with 8-10 families graduating the two-year program. As of April 2017, 41 families were being served by the program and by May 2017 the program was serving 43 families. There is always a waiting list for services offered by The Whole Family Project.

Examples of Program Success

Scarlet has worked with a tutor for The Whole Family Project since she began experiencing communication delays related to Down syndrome at the age of six months. Scarlet’s tutor recognized her need to use sign language outside the home, and planned creative ways to have sign language training sessions relevant to Scarlet’s needs – for example at a “Meet the Teachers Night.” To prepare for the evening, the tutor visited the school and took photographs of classrooms, Scarlet’s teachers, and the big red rug used for story-time. She printed and labeled the photos, and practiced identifying the classrooms, teachers and rug in sign language with Scarlet and her family. When the family arrived at the school, Scarlet made a bee-line for the big red rug, sat down, flashed a big smile, and signed SCHOOL. Scarlet’s mother said, “Now there is less frustration in communicating everyday things. The Whole Family Project prepares Scarlet for school and her next steps in life.”

Description

More than 8,300 people with disabilities in the Kansas City area have paralysis or difficulty walking, according to the latest U.S. Census. TWP launched the Home Modification Program in 2015 to help people with disabilities stay in their home/age in place by achieving a safer, more independent lifestyle. For those who rely on wheelchairs for mobility, steps into a home prevent essential daily functions such as going to work, grocery shopping, attending a religious/spiritual activity or service, visiting friends and family, and participating in community activities. The Whole Person’s Home Modification Program addresses the most common requests for modifications – constructing wheelchair ramps to provide entry into the home, adding stair handrails, and installing grab bars in bathrooms for safety.

Program Budget $191,894.00
Category Housing, General/Other Home Repair Programs
Population Served People/Families with of People with Disabilities, ,
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success

The Whole Person created the Home Modification Program in February 2015 in response to evidence of growing need in the community to alleviate unsafe or impossible home access for people with a variety of physical disabilities, including paralysis resulting from age, accidents and/or disorders. In its first year of operation, the program served 126 individuals – 42 people with disabilities plus their caregivers, who also benefited from the home safety modifications. Seventeen people received wheelchair ramps, which were built in accordance with ADA (Americans with Disabilities Act) accessibility standards (including a ratio of height to length no steeper than 1:12 inches) at an average cost of $3,500 per ramp. Others received sets of bathroom grab bars and/or handrails for stairs at an average cost of $500 per project. The installation of any of these modifications instantly results in improved mobility, accessibility, and safety for consumers, their families and caregivers. 

Long-Term Success

The need for this program among people with disabilities who cannot afford home modifications is expanding: without advertising, the rate of requests for assistance is two to three per week and is increasing. The Whole Person’s overall organizational goal for the Home Modification Program is to provide more ways in which TWP can assist people with disabilities to live safer, more independent lives. Over time, this program results in a much higher quality of life for those able to remain in the home of their choice due to TWP modifications, contrasted with people who are forced into a nursing home or other institution because of their physical conditions. Financial support to hire professional contractors is sought for the program while a volunteer crew of journeyman carpenters and others with expertise in construction continues to be developed for future program expansion and long-term sustainability. 

Program Success Monitored By

Home Modification Program participants are asked to identify at least three personal goals they wish to achieve when their project is completed. Goals range from “I will be able to get myself to the bus so I can do my own grocery shopping” to “I will be able to attend a club meeting each month with my daughter and keep my doctors’ appointments” to “My caregivers and I will be safer since they will not have to lift my wheelchair up and down steps.” Satisfaction is measured through the use of a survey administered immediately upon completion of the project, and another survey is being developed to gauge clients’ continued satisfaction six months later.

Examples of Program Success

For a woman in a wheelchair whose home is accessible only by stairs, assistance from the Home Modification Program was life-changing. A woman who served in the US Army from 1973-1980 and now lives in midtown Kansas City has used a wheelchair for over a year due to a stroke. She has had to rely on her children to carry her downstairs for doctor’s appointments. Now, she says that with the safety and independence resulting from her ramp, her doctor’s visits, grocery shopping, and just going outside to watch her grandchildren are a blessing rather than a challenge.

Description

In Kansas City, people with disabilities experience a higher unemployment rate and subsequently higher poverty rate than those without a disability. The Whole Person’s Employment Services program helps people with disabilities find jobs matching their strengths, abilities, conditions and preferences. Staff assess vocational interests, learning styles, and potential barriers and offer assistance with resumes, interview strategies, and workplace accommodations. Each job-seeker is assisted throughout the job search, placement and retention process, including longer-term “Supported Employment” services provided for people with the most significant disabilities. Through the Employment Services program, more local employers are hiring successful, dependable employees with disabilities. Positive impacts include the increased visibility of people with disabilities in our community, resulting in more inclusion and acceptance by businesses and increased support from the community as a whole. 

Program Budget $421,752.00
Category Employment, General/Other Vocational Rehabilitation
Population Served People/Families with of People with Disabilities, ,
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success

In TWP’s most recently completed fiscal year, 101 people with disabilities received our employment services, including 53 in the Supported Employment program for those with more significant disabilities. A total of 63 job-seekers – both Employment Services and Supported Employment participants -- achieved a successful initial placement in a job. We are seeing approximately 90% of those placed in a job retain their employment for 30 days and 76% retain their employment for 90 days.

Long-Term Success

Long term, a successful placement in a new job can transform the life of a person with disabilities, who gains not only an increased ability to live independently but also self-esteem. In FY16, TWP’s Employment Services program exceeded previous success measurements in key areas, including 46 people with significant disabilities who were placed into permanent jobs (compared with 33 in FY15). In addition to successful outcomes for adults served through Employment Services last year, 20 youth with more significant disabilities explored temporary/transitional employment as an important step toward their selection of an appropriate and achievable path to adulthood. The youth “trial work” program was implemented in FY16 in compliance with the federal Workforce Innovation Opportunity Act (WIOA), which emphasizes early exposure to work experience as the primary predictor of long-term success.

Program Success Monitored By

Employment Services staff record participant information, services provided, and progress on each participant’s self-developed goals in the agency’s consumer database. Participant records are reviewed internally on a quarterly basis and at designated intervals, such as the time of admission to the program, and there are internal annual reviews by staff and biannual reviews by regulatory authorities. Surveys are administered twice a year to gauge and record each participant’s outcomes and satisfaction with the program. As a result of recent outcomes data, the program has improved through better participant engagement and increased educational services to participants and employers.

Examples of Program Success

Ethan, whose disability is related to cognitive impairment, enlisted assistance with his job search from the TWP employment team in 2015. He had recently completed his education as a personal trainer—his vocational goal—but he was having difficulty passing his certification exam and he lacked formal work experience.

As Ethan began working with his TWP Employment Specialist, he learned that it was going to be difficult to become employed as a personal trainer unless he had a certification or prior relevant experience. Ethan worked with the Employment Specialist to get a volunteer position with YMCA to gain the experience needed for his resume. He was a dedicated and responsible volunteer, and after four months had proved himself to be a valuable addition to the organization. Ethan was offered a position working with YMCA children’s programs while he began building clientele for his personal trainer services. Ethan credits The Whole Person for helping him to reach his goal.

Description

Consumer Directed Services is The Whole Person’s largest program. The purpose of CDS is to assist people with significant physical disabilities to hire and supervise their own Personal Care Attendants (PCAs) for in-home services such as meal preparation, household cleaning, and personal hygiene. TWP staff go beyond requirements established by the Department of Social Services, which administers the program, by visiting consumers at home as many times as needed and desired by the consumer (rather than once a year as required), providing independent living skills training, and offering other programs and services such as money management classes and peer support. Approximately 1,500 qualified, Medicaid-eligible consumers received TWP’s PCA services last year, including 50 from Kansas (the Kansas program is called Home and Community Based Services). 

Category Human Services, General/Other In-Home Assistance
Population Served People/Families with of People with Disabilities, ,
Program is linked to organization's mssion Yes
Program Frequently Assessed Yes
Short-Term Success

Short-term success is achieved when a consumer in the CDS program hires his or her first Personal Care Attendant (PCA). TWP staff assist by providing a list of qualified PCA applicants; alternatively, consumers may hire someone they already know, including a family member (other than their spouse). (Employment as a PCA can provide the financial relief needed by a dedicated caregiver who cannot otherwise afford to help as often as needed.) A successful hire requires the consumer to train, direct and supervise the PCA, with support and assistance from the TWP Advocate assigned to their case. Supervision includes ensuring the accuracy of the PCA’s timesheet and satisfactory completion of assigned duties. TWP measures short-term success by the number of individuals who successfully initiate PCA services. 

Long-Term Success

Every consumer with a significant physical disability who hires a Personal Care Attendant through TWP’s Consumer Directed Services program is on the road to long-term success – defined by living independently in the home of his/her choice for as long as possible. A consumer with these disabilities is more likely to require institutionalization if reliable in-home care is unavailable.

Across the country, Medicaid funding for PCA services has made the difference in the lives of hundreds of thousands of Medicaid-eligible consumers, whose ability to hire a Personal Care Attendant preserves their dignity, enhances their health and safety, and expands their capacity to live on their own terms in their home and community. The Whole Person is dedicated to growing our CDS program to serve all qualified consumers in Kansas City who need in-home personal care so they may live independently and avoid institutionalization.

Program Success Monitored By

The Whole Person’s Independent Living Advocates conduct home visits (frequency determined in consultation with the consumer) to ensure program effectiveness and quality. Consumer plans of care, independent living goals and achievement, routine check-ins with assigned advocates, and other service-related information is recorded in CIL Suite, TWP’s consumer database used for internal and external reports and program evaluation.

Examples of Program Success

People served through the CDS program include TWP’s oldest participating consumer, a woman with a number of physical disabilities and cancer who is 108 years of age. Other examples include FD, who was an iron worker when he broke his neck. As his condition improved, he was able to reduce his care to daytime hours only. FD places high value on his independence but still needed daily help. Working with a PCA allows him to be in charge and gives him back some of his privacy. He feels that without TWP he might not be here today, and that the key to his survival is self-directed care. 

B.B. began services in 2016. He is legally blind, uses a cane, and needs help from another person in order to walk, becoming very tired after weekly dialysis appointments. B.B. calls TWP’s CDS program a "Godsend service" for him. He says there were many things he struggled to do on his own before being able to have regular, dependable, daily assistance from his PCA.

CEO Comments

The Whole Person (TWP) continually evaluates all program components to ensure that the needs of people in Kansas City with disabilities are being met through effective service delivery. Through improved program development planning, policies and practices, TWP’s evaluation of current services and community needs have resulted in program changes and the addition of new programs and staff positions. Recent examples include the addition of Supported Employment to our Employment Services program in fall 2014 to provide the additional supports needed by job seekers with more significant disabilities.

In early 2015, we launched the Home Modification Program in response to the increasing number of requests we receive for wheelchair ramps and other home modifications to provide safety and mobility for people with physical disabilities in our community.  

The Whole Person also created the position of Independent Living Advocate/Blind and Low Vision Specialist. Activities for consumers with a blindness/low vision disability have included bowling, tandem bike riding, skiing, “Stretching without Looking,” urban excursions using public transportation, and eye exams for service animals. 

--Julie DeJean, CEO

Executive Director/CEO
Executive Director Ms. Julie DeJean
Term Start Sept 2014
Experience

Julie DeJean joined The Whole Person in September 2014, bringing more than 30 years of experience in the areas of rehabilitation and healthcare as an occupational therapist, rehabilitation consultant and hospital administrator. Through her expertise in these areas, particularly with physical and mental health disabilities, Ms. DeJean leads the organization’s work to fulfill its mission of advancing independent living programs and services for people with all types of disabilities in Kansas City.

Ms. DeJean’s previous work experiences include both for-profit and nonprofit organizations: CEO of Select Specialty Long Term Acute Care Hospital in Springfield, Missouri and CEO of the Kansas Rehabilitation Hospital in Topeka, Kansas. She also served Stormont-Vail HealthCare in Topeka, Kansas as the Administrative Director of Behavioral Health and Rehabilitation Services. Ms. DeJean has an M.S.A. in Health Services Administration in addition to a B.S. in Occupational Therapy. She has been an active member of numerous governing boards of nonprofit foundations and organizations and has served as a member of several committees for the State of Kansas on disability and mental health.

Co-CEO/Executive Director
Term Start 0
Compensation Last Year
Former CEOs
NameTerm
Ms. Kathy Estill July 1994 - Jan 1996
Mr. David Robinson Aug 1997 - July 2013
Senior Staff
Title Chief Operating Officer/Chief Marketing Officer
Experience/Biography

Mike holds a Bachelor’s degree in Business Administration (emphasis: Marketing) and brings more than twenty years of experience as a business professional developing integrated marketing and business strategies to his position at The Whole Person. Over the course of 10 years, Mike held multiple progressive positions at American Century Investments; he participated in strategic planning and managed marketing and program management activities for the Direct Marketing, Investor Education and Business Analysis & Forecasting teams. Mike has served as Chief Marketing Officer for The Whole Person since fall of 2008 and has successfully built the organization’s marketing infrastructure, including sponsor and partner relationships, designing and launching marketing initiatives and generating brand recognition throughout the metro area. In 2010 Mike was awarded the gold AMBIT on behalf of TWP by the Direct Marketing Association in the Consumer Integrated Marketing category for his brand awareness campaign for the Consumer Directed Services program. In March, 2013, Mike assumed the responsibilities of Chief Operating Officer in addition to Chief Marketing Officer.

Title Chief Financial Officer
Experience/Biography Jim Keeney began his tenure as Chief Financial Officer for The Whole Person in September 2015. An established financial management leader for Greater Kansas City metropolitan area nonprofit organizations for more than 25 years, Mr. Keeney’s work experiences have included the National Multiple Sclerosis Society and Kansas City CARE Clinic, serving each as Vice President of Finance and Operations; the University of Kansas Medical Center Research Institute; Mid-America Regional Council; City of Blue Springs; Hope House, Inc.; the Greater Kansas City Community Foundation; and Investors Fiduciary Trust Company.
Staff
Paid Full-Time Staff 98
Paid Part-Time Staff 0
Volunteers 80
Paid Contractors 16
Retention Rate 85%
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non-Management Formal Evaluation Yes
Non-Management Formal Evaluation Frequency Annually
Plans & Policies
Organization Has a Fundraising Plan Yes
Organization Has a Strategic Plan Yes
Management Succession Plan Yes
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Collaborations

The Whole Person (TWP), an accredited Center for Independent Living, works closely with collaboration partners in the independent living movement: the National Council on Independent Living (NCIL), Kansas Centers for Independent Living (KACIL), and the Missouri Statewide Independent Living Council (MOSILC). TWP also partners with the Missouri Department of Vocational Rehabilitation to deliver our Employment Services Program, and we frequently collaborate on shared goals and projects with the Kansas City Indian Center, MainCor, the City of Kansas City, and The Rehabilitation Institute of Kansas City.

TWP staff serve on local, state and organization committees and boards including the Mayor’s Committee on Disability Concerns; Missouri Youth Leadership Forum Planning Committee; Sertoma; Jackson County Professionals in Aging; Northland Coalition on Aging; KCMO Public Improvement Advisory Committee; KCATA Share-a-Fare Service Review Committee; Regional Transition Network; Department of Mental Health, Division of Alcohol and Substance Abuse; DMH – Access to recovery providers; and the Heart of America Stand Down Committee, among many others.

Affiliations
AffiliationYear
Association of Programs for Rural Independent Living2004
National Council on Independent Living1985
External Assessment and Accreditations
Assessment/AccreditationYear
Commission on Accreditation of Rehabilitation Facilities (CARF) - Employment and Community Services - 3 Year Accreditation2013
Commission on Accreditation of Rehabilitation Facilities (CARF) - Employment and Community Services - 3 Year Accreditation2016
Awards
Award/RecognitionOrganizationYear
Philly Award – 1st Place Annual ReportNonprofit Connect2013
Capstone Award for Adaptive ReuseKansas City Business Journal2013
CFO of the YearKansas City Business Journal2012
Government Licenses
Is your organization licensed by the government? No
CEO Comments

The Whole Person (TWP) has experienced extensive growth over the past several years, allowing the organization to increase revenue, hire more employees, and serve more people with disabilities. The need for additional space led to TWP purchasing and renovating an historic building at 3710 Main Street, Kansas City, Missouri. Having an accessible, centrally located space since 2013 means that TWP employees and consumers can interact with greater ease.

In 2015-2016, our Human Relations policies were reviewed and upgraded to meet best practices. Much of this work focused on improving salary scales and salary administration. Another management success was to enhance TWP’s strategic planning process, particularly in the area of program development.

--Julie DeJean, CEO

Board Chair
Board Chair Ms. Genny Manley-Klocek
Company Affiliation Great-West Life & Annuity Insurance Co.
Term Oct 2015 to Sept 2019
Email Genny.manly-klocek@greatwest.com
Board Members
NameAffiliation
Ms. Aimee Bishop St. Luke's South Hospital
Ms. Ashley Boyer Maple Woods Fitness Center
Ms. Crystal Duey Credit Law Center
Mr. James Geary Heartland Services, Inc.
Ms. Debbie Housh Commerce Bank
Ms. Marcia Klostermann Netsmart Technologies
Ms. Genny Manly-Klocek Great-West Life & Annuity Insurance Company
Mr. Mike McCord Dept. of Housing and Urban Development
Mr. Ben McLean Aeris POS Systems
Mr. Rick O'Neal Nelson & Company Wealth Management
Ms. Carla Oppenheimer Community Volunteer
Mr. Patrick Pruitt Kansas City Indian Center
Mr. Tony Waterhouse-Leal Citibank
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 10
Hispanic/Latino 1
Native American/American Indian 1
Other 0
Board Demographics - Gender
Male 6
Female 7
Unspecified 0
Governance
Board Term Lengths 2
Board Term Limits 3
Board Meeting Attendance % 95%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 25%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 11
Standing Committees
Board Development / Board Orientation
Executive
Finance
Legislative
Program / Program Planning
Human Resources / Personnel
By-laws
CEO Comments

The Board of Directors of The Whole Person is dedicated to the organization’s mission of expanding services for people with disabilities in the Greater Kansas City metropolitan area. Among our strengths as a Board is our understanding of the population served by The Whole Person, because more than half of the Directors have a significant disability. We are also diverse in race, religion, ethnicity, gender, gender orientation, and age. This degree of diversity and inclusion allows for a very engaged board, where we strive to help The Whole Person become a world-class Center for Independent Living.

One of the Board’s recent goals was to increase our membership beyond the minimum number required by The Whole Person’s bylaws. This has been accomplished. We have also succeeded in attracting Directors with a wide range of relevant professional associations and expertise: finance, insurance, transportation accessibility, fund development, marketing, and for-profit and not-for-profit executive leadership. In 2015, we achieved 100% Board giving to the organization – for the first time in over a decade – and we have continued to do so.

--Rick O’Neal, Board President

Financials
Fiscal Year Start Oct 01, 2017
Fiscal Year End Sept 30, 2018
Projected Revenue $24,498,929
Projected Expenses $24,498,929
Spending Policy N/A
IRS Letter of Exemption
Foundation Comments
  • FYE 9/30/2015, 2014: Financial data reported using the IRS Form 990.
  • FYE 9/30/2013: Financial data reported using the organization's audited financial statements.  
  • Foundation/corporate revenue line items may include contributions from individuals.
Detailed Financials
 
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$99,543$37,121$45,063
Government Contributions$422,407$372,897$452,434
Federal----$0
State----$0
Local----$0
Unspecified$422,407$372,897$452,434
Individual Contributions----$0
$45,413$38,590$42,088
$24,135,332$23,027,413$21,966,593
Investment Income, Net of Losses$30,696$31,255$16,656
Membership Dues$0$0$0
Special Events$0($7,782)$0
Revenue In-Kind$0$9,851$0
Other$38,403$94,407$58,517
Expense Allocation
Fiscal Year201520142013
Program Expense$21,472,075$20,140,718$18,543,255
Administration Expense$2,629,223$3,362,944$3,655,491
Fundraising Expense$61,807$5,916$53,749
Payments to Affiliates----$0
Total Revenue/Total Expenses1.031.001.01
Program Expense/Total Expenses89%86%83%
Fundraising Expense/Contributed Revenue11%1%10%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$7,179,129$7,207,841$11,719,916
Current Assets$5,461,536$4,847,331$5,131,642
Long-Term Liabilities$105,296$149,502$2,530,059
Current Liabilities$1,165,226$1,722,823$3,113,410
Total Net Assets$5,908,607$5,335,516$6,076,447
Short-Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities4.692.811.65
Long-Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets1%2%22%
Top Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountUnited States Department of Education $257,031Anonymous $250,103 --
Second Highest Funding Source & Dollar AmountMissouri Division of Voc Rehab $84,151Anonymous $74,484 --
Third Highest Funding Source & Dollar AmountHealth Care Foundation of Greater Kansas City $68,000Anonymous $32,558 --
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years No
Organization Comments

In FY 2017, The Whole Person continues to build a proper cash and capital reserve. Our intention is to build a reserve of 25% of our annual budget. Currently, we have a foundation with funds totaling $1.3 million, representing an increase of $100K from our last fiscal year, and cash reserves totaling $1.2M, an increase of $700K. Our community resources have also grown by increasing annual contributions by 20% in the past fiscal year.

Consumer Directed Services (CDS) funding from Medicaid reimburses The Whole Person’s Personal Care Attendant services and operations, our largest program, as pass-through expenditures. As an established Center for Independent Living, TWP is authorized to expend the remaining amount in partial support of other independent living programs, services, and operations. We depend on grants and other funding sources for the rest, including the expansion of current services and the launch of new programming. 

Improved program efficiency and diversified sources of income continue to be top priorities in 2017. We are diversifying our funding to help offset the risk that attends a singular payor source. This has led to the acquisition of a home health agency with different payor sources and the beginning of in-home services. 

--Jim Keeney, CFO

Organization Name The Whole Person, Inc.
Address 3710 Main St.
Kansas City, MO 64111
Primary Phone (816) 561-0304
Contact Email info@thewholeperson.org
CEO/Executive Director Ms. Julie DeJean
Board Chair Ms. Genny Manley-Klocek
Board Chair Company Affiliation Great-West Life & Annuity Insurance Co.
Year of Incorporation 1978