Canadian MedicAlert Foundation
Annual Report 2012
Contents
Message from the Chair of the Board of Directors, and the President and CEO
Page 3
Board of Directors
Page 4
Senior Management Team
Page 4
Thanks to our Donors and Supporters
Page 5
Summarized Financial Statements
Page 6
Canadian MedicAlert Foundation | Annual Report 2012 2
Message from the Chair of the Board of Directors and the President and CEO
Every year more Canadians express an interest in becoming engaged in their own
healthcare. An explosion of new technology that allows personal monitoring of
blood pressure, blood sugar, sleep patterns and overall fitness has helped. So has
the realization that our healthcare system will be more effective with active
participation from all of us. Dr. Marion Collins founded MedicAlert in 1956 as a
charity based upon the principle that people should take responsibility for their own
health and especially their own healthcare information. Over 5 million MedicAlert
members worldwide have heeded this call to action.
New technology has allowed us to create member communities that were previously
not possible: our social media presence continues to grow and engage an
increasing number of members and non-members. If you haven’t done so already,
connect with us on Facebook, Twitter or visit our YouTube channel.
In 2012 we launched the MedicAlert Safely Home program in partnership with the
Alzheimer Society of Canada. This program combines the benefits of MedicAlert
membership with the Alzheimer Safely Home Program to give those with dementia
an unprecedented level of protection and added peace of mind for their caregivers.
We also helped thousands of Canadians to become protected by MedicAlert through
our Membership Assistance and No Child Without programs funded, in part, by
donations from our generous members.
Every year we owe a debt of gratitude to the many people who help MedicAlert
thrive, including the thousands of health professionals who regularly refer their
patients to us; the emergency responders who “look, read, and call” to obtain vital
medical data about MedicAlert members; our dedicated staff who care deeply about
serving members well; and our Board of Directors who collectively volunteer
hundreds of hours each year to ensure that MedicAlert achieves its mission of
putting every Canadian in a position to benefit from high quality health information
at time of need.
But most of all we owe a debt of gratitude to our members whose sharing of ideas
and experiences continue to make MedicAlert a very special organization to be part
of.
Thank you.
John Szold
Robert A. Ridge
Chair, Board of Directors
President and CEO
Canadian MedicAlert Foundation | Annual Report 2012 3
Board of Directors
The Canadian MedicAlert Foundation is governed by a volunteer Board of Directors with
representation from across Canada.
John Szold, Chair, Ontario
Françoise Faverjon-Fortin, Vice-chair, Quebec
Dr. Cheri Nijssen‐Jordan, Past Chair, Alberta
Tim Allen, Board Member, Ontario
Adrianna Condello, Board Member, British Columbia
Melanie McKenzie, Board Member, British Columbia
Anthony Puppi, Board Member, Ontario
Paul Rawlinson, Board Member, Ontario
Geoff Rowan, Board Member, Ontario
Verna Skanes, Board Member, Newfoundland
Josée Turcotte, Board Member, Ontario
Salimah Walji-Shivji, Board Member, Alberta
Senior Management Team
Robert Ridge, President and CEO
Camille Krupa, Vice-President, Marketing
Michael Shreve, Director, Health Information Systems, Chief Privacy Officer
Catherine Horlock, Director, Member Experience
Dorothy Scanlon, CA, Director, Finance and Corporate Affairs
Canadian MedicAlert Foundation | Annual Report 2012 4
Thanks to our Donors and Supporters*
Diego Bellabarba
Miriam Bergen
Doreen Brinkhurst
Marney Brown
Ian Cameron
Donald Chunn
Daniel Corey
Howard Coughler
Clement Coulombe
Jerry Dumont
Christopher Dunn
Bryan Gallow
Derek Gillard
Leopold Gordon
Royden Graziano
Gerald Hampshire
Lilian Hesse
William Hill
Evelyn Kallen
Albert Kranenburg
June Lentir
Barbara Leyland
Joseph Lucchetti
Sharleen MacRae
Beverley Miles
Bernard O’Brien
Jennifer Parkinson
Jean Parkinson
Roger Perreault
Lynne Rauch
Maryce Reeves
Spencer Reid
Douglass Rodomar
Wesley Scott
Mary Scott
Joy Shakespeare
Michael Shreve
Ken Silden
Bernie Silverman
Muriel Smith
Anneliese Sorge
How Tam
Ross Thornton
William Toner
Miriam Yapur
Canada Helps.Org
Edmonton Southgate Lions Club Estate of
Estate of William P. Rowley
Estate of Sharon Ann McLean
Fredericton Community Foundation
Glencoe District Lioness Club
Huttonville Lions Club
Lions Club of Newcastle
Lions Club of Swift Current
Louis Riel School Division
Markham Lions Club
Mississauga Central Lions Club
Noelville French River Lions Club
Omemee and District Lioness Club
Sisters of St. Joseph
Sudbury Teacher’s Lions Club
Sydenham & District Lions Club
TELUS Communications Co.
United Way of Calgary and Area
United Way of Greater Toronto
United Way of the Alberta Capital Region
*Donors and Supporters who gave more than $300 during the year.
Canadian MedicAlert Foundation | Annual Report 2012 5
Summary financial statements of
Canadian MedicAlert Foundation
Incorporated
December 31, 2012
Canadian MedicAlert Foundation Incorporated
December 31, 2012
Table of contents
Report of the Independent Auditor on the Summary Financial Statements ....................................................... 1-2
Summary statement of financial position ............................................................................................................. 3
Summary statement of operations and changes in net assets ............................................................................. 4
Deloitte LLP
5140 Yonge Street
Suite 1700
Toronto ON M2N 6L7
Canada
Tel: 416-601-6500
Fax: 416-601-6151
www.deloitte.ca
Report of the Independent Auditor on the
Summary Financial Statements
To the Members of Canadian MedicAlert Foundation Incorporated
The accompanying summary financial statements, which comprise the summary statement of financial
position as at December 31, 2012, the summary statement of operations and changes in net assets for the
year then ended, and related notes are derived from the audited financial statements of Canadian
MedicAlert Foundation Incorporated for the year ended December 31, 2012. We expressed an unmodified
audit opinion on those financial statements in our report dated March 21, 2013. Those financial
statements and the summary financial statements do not reflect the effects of events that occurred
subsequent to the date of our report on those financial statements.
The summary financial statements do not contain all the disclosures required by Canadian accounting
standards for not-for-profit organizations. Reading the summary financial statements, therefore, is not a
substitute for reading the audited financial statements of Canadian MedicAlert Foundation Incorporated.
Management's Responsibility for the Summary of Financial Statements
Management is responsible for the preparation of the summary of the audited financial statements on the
basis described in the note to the summary financial statements.
Auditor’s Responsibility
Our responsibility is to express an opinion on the summary financial statements based on our procedures,
which were conducted in accordance with Canadian Auditing Standard (CAS) 810, “Engagements to
Report on Summary Financial Statements”.
Opinion
In our opinion, the summary financial statements derived from the audited financial statements of
Canadian MedicAlert Foundation Incorporated for the year ended December 31, 2012 are a fair summary
of those financial statements, on the basis described in the note to the summary financial statements.
Comparative Information
Without modifying our opinion, we draw attention to the Comparative Information paragraph in our audit
report dated March 21, 2013, on the audited financial statements, which indicates that Canadian
MedicAlert Foundation Incorporated adopted Canadian accounting standards for not-for-profit
organizations on January 1, 2012 with a transition date of January 1, 2011. Those standards were applied
retrospectively by management to the comparative information in these financial statements, including the
statements of financial position as at December 31, 2011 and January 1, 2011, and the statements of
operations, changes in net assets and cash flows for the year ended December 31, 2011, and related
disclosures. We were not engaged to report on the restated comparative information and, as such, it is
unaudited.
Chartered Professional Accountants, Chartered Accountants
Licensed Public Accountants
March 21, 2013
Page 2
Canadian MedicAlert Foundation Incorporated
Summary statement of financial position
as at December 31, 2012
($000s)
$
December 31,
2011
(Unaudited)
$
January 1,
2011
(Unaudited)
$
6,769
435
7,204
5,597
386
5,983
5,820
250
6,070
176
7,380
1,006
207
7,196
1,014
276
7,360
5,242
1,493
6,735
645
7,380
5,324
1,344
6,668
528
7,196
5,595
1,320
6,915
445
7,360
December 31,
2012
Assets
Current
Cash and short term investments
Other current assets
Investment
Capital assets
Liabilities
Current liabilities
Deferred revenues
Net assets
Note to the summary financial statements
Basis of the summary financial statements
The criteria applied by management in the preparation of these summary financial statements
are as follows:
a) the information in the summary financial statements is in agreement with the related information in
the audited financial statements;
b) a summary statement of cash flows has not been presented, as the relevant information can be
obtained from the audited financial statements; and
c)
the summary financial statements contain the information necessary to avoid distorting or
obscuring matters disclosed in the related audited financial statements, including the notes thereto.
The audited financial statements may be obtained from Canadian MedicAlert Foundation Incorporated.
Page 3
Canadian MedicAlert Foundation Incorporated
Summary statement of operations and changes in net assets
year ended December 31, 2012
($000s)
2012
$
2011
$
4,440
198
3,204
361
735
38
8,976
4,304
3,400
471
968
56
9,199
3,023
1,942
1,484
1,780
361
288
243
9,121
3,009
2,016
1,447
1,966
471
246
230
9,385
Other income
262
269
Excess of revenue over expenses
Net assets, beginning of year
Net assets, end of year
117
528
645
83
445
528
Revenue
Membership fees
Registration fees
Product sales
Grant revenue "No Child Without"
Donations
Other revenue
Expenses
Membership services and education
Marketing and communications
Governance and administration
Cost of product sales
"No Child Without" program
Fundraising
License fees
Page 4