Annual Report of Westminster Village North and The Westminster

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Annual Report
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Westminster Village North
and
The Westminster Foundation
Fiscal Year 2010
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for our residents
A message from our
Executive Director
Fiscal year 2010 was one of change, challenge and
celebration for the residents, staff and stakeholders
of Westminster Village North. We embraced the 21st
Century and all its technological wonders, as we held
fast to the traditional values that have earned your
trust for 38 years.
therapies provided by our skilled professional
therapists from our partners at Rehab Strategies.
Change came to us last year with the completion
of the fourth wing of our independent living
apartment buildings, bringing 22 new apartment
homes into our community. We also added amenities
in the Tamarack courtyard, enhancing the outdoor
space with a large gazebo and a fireplace for al fresco
dining.
Renovations in the health center’s beauty shop,
Grandma’s Kitchen activities room, and chapel;
improvements to the Sunnyside and Riley South
entrances; new and more convenient business offices;
and an Indy 500 Lounge where residents can gather
to enjoy sports and other entertainment on largescreen televisions all added comfort and
opportunities for our residents, families, visitors and
staff.
In our health center, we officially opened and
dedicated the Mary Newill Therapy Center — a
state-of-the-art place where the hard work of
rehabilitation feels more like a spa vacation, with
physical, occupational, speech and even massage
Those same professionals now provide certified
physical training and classes in the expanded
Tamarack Wellness Center, where a spa pool adds
even more opportunities for fitness and health.
All of us at Westminster Village North approach
our work as an opportunity to improve services to
our stakeholders — from systems and processes to
equipment, training and even social
media. Anything that has the
potential to help us maintain our
position as the provider of choice is
something we will examine,
evaluate and, where appropriate,
adopt.
Thank you for allowing us to
share this wonderful community
with you...and for helping all of us
achieve another rewarding year!
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People
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who help make it happen
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Staff Leadership
Shelley L. Rauch, MBA, HFA
Executive Director
Sandra Cline, MAPT
Director of Resident & Community Relations
Dan Armantrout
Director of Food Services
Wilda Duncan
Director of Campus Environment
Joe Bell, SPHR
Director of Human Resources
Rhonda Garcia, RN
Director of Nursing Operations
Jackie Brewer
Executive Assistant, Communications Manager
Stephanie James, HFA
Health Center Administrator
Wm. Robert (Bob) Lee, CPA
Director of Financial Operations
Resident Council
Charles Williams, President
John Bryan
Jeannie Wingo, Vice President
Barbara Donley
Jim Russell, Treasurer*
Bill Fogg
Bill Heck
Homer Lane
Judy Lumbert
Fred McCarthy
*Although not a member of the Council,
Jim Russell generously volunteers his
time as Treasurer.
Our mission
Westminster Village North
a nonprofit continuing care community, is committed to excellence in residential and
health care services for senior adults in a secure home environment that enhances their
mental, physical and spiritual well-being.
Directors
Brian Madden, CPA, President
Charles Madden & Co.
Virginia Maher, RN
St. Vincent Hospital
Tony Nicholas, Vice President
Musset, Nicholas & Associates
P. Jon Miller, CPA
Controller, Hancock Memorial Hospital
Frank Neese, Treasurer
Indiana Securities
Bettye J. Parks, RN
Ret., Community Hospital
Kay Sutherlin, Secretary
Ret., School Counselor
William R. Riggs (Ret.)
Attorney, Ice Miller
Brad Hitzfield, President & Founder
Pro-Clad, Inc.
Linda Pendleton, Vice President, VEI Real
Estate Services, Community Health Network
Albert R. “Jack” Jackson III, COO
Indiana Securities
Mary Steinke, Nurse Practitioner
T.L. Care Corporation
Elizabeth Coffey, Board Member Emeritus
The Westminster Foundation
exists to make a positive difference in the mental, physical and spiritual lives of senior
adults, especially those residents of Westminster Village North for whose benefit the
foundation was established and continues to steward the endowment funds entrusted to
it.
Directors
Frank Neese, President
George McCord, M.D.
Kay Broughton, Vice President
John Peer
James Jordan, Treasurer
Eugene Vigus
Dorothy Kandrac
Elizabeth Coffey, Eneritus
Judy Lumbert
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friends and neighbors
sharing laughter
and purpose
Social Accountability
As nonprofit organizations, Westminster Village North and The Westminster Foundation feel a genuine
responsibility to serve beyond our campus, bridging internal and external constituencies to be active, contributing
members of our greater community. We keep our finger on the pulse of the neighborhood, seeking opportunities
and measures to identify and exercise leadership in meeting local needs. We open our campus facilities to other
nonprofit organizations and share our time, talent and treasure with other nonprofits. We call it “social
accountability,” but in fact, it’s just one more way we live our mission. Here are just some of the ways we served in
our community in 2010:
Kiwanis Presentation – Castleton
Allisonville United Christian Presentation and
Dinner
Alzheimer’s Association Donations
Beans & Rice Project for Lawrence Food Pantry
Benjamin Harrison Master Gardeners Luncheon
Brookville Road Church Mimers (on-site)
Castleton United Methodist Church (on-site)
Cat Companions for Seniors Presentations
Christmas Hobby Show
Civic Theatre Resident Attendance
Civil Air Patrol
Clifty Falls Park Trip
Community Hospice Presentations
Community Life Line Christian Church (on-site)
Coupon Cutters for the Military
Daisy Girl Scouts #98
Dance Kaleidoscope
DevourDowntown.org
Election Polling Site
Food Drive for Outlook Christian Church
Grand Opening, Mary Newill Therapy Center
Grandfather/Granddaughter Brunch
Great Decisions Series at Butler University
Harvest Church, McCordsville
Holiday Bazaar
Horizon Church (on-site)
Indiana Actors’ Theatre
Indiana Historical Society
Indiana State Museum
Indiana State Parks
Indiana State University
Indianapolis Museum of Art Resident Attendance
Indianapolis Symphony Orchestra Resident
Attendance
Indianapolis Zoo
Irvington Presbyterian Church Home Tour
Irvington Presbyterian Church Presentations
Kiwanis Doll Project
Kiwanis Meetings on site
Kiwanis Presentation – Carmel
Lawrence Chamber of Commerce Business After Hours
Lawrence Chamber of Commerce Health Fair
Lawrence Chamber of Commerce Women’s Breakfast
Lawrence Fraternal Order of Police Meetings
Lawrence Methodist Preschool
Lawrence North Jazz Band
Lawrence Police Merit Commission Meetings
Lilly Choir
Maennerchor Musical Performance
Martha Davis Book Signing
Mud Creek Players Presentation
Mud Creek Players Resident Attendance
Orchard Park Presbyterian Church Luncheon
PEO Presentation
Pioneer Network National Conference – Resident
Speakers
Pioneer Network National Conference – Transportation
Political Forum Featuring Sheriff Anderson
Praise & Worship Church Luncheon/Meeting (x2)
Purdue University Glee Club
Rhythm Discovery
Scottish Rite Cathedral
Second Presbyterian Church Senior Luncheon
Sen. Jim Merritt Reports to Constituents on Campus
Senior Art Show in Memory of Rosemary LawtonThomas
Senior Health Fair Presentation, Live 40 Magazine
Sertoma Meetings on site
Servants of Christ Lutheran Church Transportation
Spreading Sunshine Presentation to Lawrence Fire
Department Ladies’ Auxiliary
Super Bowl 2012 Scarf Knitting Project
The Indiana Harmony Brigade at Crispus Attucks
Medical Magnet High School
The Players
Turkey Run State Park
Virginia B. Fairbanks Art & Nature Park at IMA
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Weekly Resident Transportation to Community Hospital
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Expense
Program Services
Management, General
Reserve from Operations
Total Expense
Finances
The year-end numbers
Westminster Village North FY 2010
Income
Program Service Revenue
Contributions and Grants
Investment Income
Other Revenue
Total Income
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16,814,396
1,702,900
134,940
102,294
$ 18,754,530
15,453,046
2,324,068
-0$ 17,777,114
Assets
Property & Equipment
Depreciation
Current Assets
Inventories & Prepaid Expenses
Other Assets
Total Assets
54,017,294
(16,280,655)
2,447,298
335,177
9,305,886
$ 49,825,000
Liabilities & Net Assets
Long-term Liabilities
Current & Other Liabilities
Deferred LOF Revenue
Net Assets
Total Liabilities & Net Assets
22,775,000
4,388,789
13,939,893
8,721,318
$ 49,825,000
The Westminster Foundation 2010
Income
Contributions
Interest & Dividends
Gain (Loss) on Investments
Realized
Unrealized
Total Income
Expense
Investment Fees
Other
Total Expense
40.673
31,550
39,058
10,936
$ 122,217
7,637
889
$ 8,526
Excess Revenue Before Contributions to WVN
113,691
Contributions to WVN
160,000
Excess Revenue
$ (46,309)
Fund Balance
Beginning of Period
End of Period
$ 1,510,445
$ 1,464,136
Certificates of Deposit 700,371
Investment Account
Unrestricted Assets
Checking
17,110
Cash
2,092
Common Stock
280,238
Commemorative Prints
Total Unrestricted
Present Value, Life Income
Gift Annuities
Restricted Assets
Glen Veal Trust Account
Money Market Funds
4,439
Corporate Obligations 161,238
Common Stocks
302,477
Total Assets
717,481
272,481
2,250
$ 992,061
$ 3,921
$ 468,154
$ 1,464,136
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Ways we serve our
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residents and our
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community
of our mission
The residents, families and other stakeholders of Westminster Village North are our highest priority, and keeping
everyone safe, secure, comfortable and satisfied every hour of every day all year long might seem a daunting task. But
it’s our mission and our commitment.
Here are a few examples of what happened in the Village in 2010.
Miscellaneous Expenses:
Benevolent care.................................................... $ 633,217
Complimentary resident transportation
To medical appointments .................................$ 1,116
Total salaries and wages ................................ $ 7,301,949
Contribution to employee retirement ............. $ 25,958
Other employee benefits ................................. $ 1,238,107
Payroll taxes ..........................................................$ 655,681
Medical supplies ...............................................$ 1,743,552
Health Center:
Health Center admissions .............................................337
Admissions from outside the Village ........................83%
Medicare/rehabilitation admissions .......................... 289
Medicare days................................................................ 9,511
Medicaid days.............................................................. 13,150
Transportation:
Ambulance service provided residents at no charge:
Stretcher .......................................................... 403 trips
Wheelchair.......................................................358 trips
Total .................................................................. 761 trips
Cost.......................................................................$ 2,385
Vehicle mileage:
Buses .........................................................................6,152
Van ........................................................................... 3,909
Automobile........................................................... 10,028
Off-site Outings:
Independent Living.................................................. 103
Assisted Living ............................................................ 81
Health Center ..............................................................76
Fuel Cost..................................................................... $ 4,213
Miscellaneous:
Clinical/internship education provided:
Ivy Tech Community College
CNA students.......................................................48
Med Tech College students ......................................13
Concierge services........................................................1,589
Volunteer hours ......................................................4,086.75
Average weekly volunteer hours....................... 78.59
(equivalent to two full-time employees!)
Value of volunteer hours............................... $ 85,250
Nursing Hours
Weekly average.................................................. 3,582.5
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for a day of golf
Our 8th annual golf outing
was the best ever!
And it’s all thanks to you —
• our sponsors without whose underwriting we could never accomplish this wonderful event,
• the participants, whose growing numbers support our mission, and
• the residents and staff who work so hard to make this event enjoyable and successful!
Title Sponsor
Fifth Third Bank
Prize Sponsor
Rehab Strategies
Gift Sponsor
Turner Construction
Reception Sponsor
MainSource Bank
Lunch Sponsor
US Foods
Golf Ball Sponsor
Senior Care Pharmacy
Beverage Cart Sponsor
Holt Construction Group
Continued on next page
Hospitality Tent Sponsor
Indiana Restoration Services
Westminster Village North Resident Council
Driving Range Sponsor
Barnes & Thornburg
Hole Sponsors with Foursome
BKD CPAs & Advisors
Blue & Co.
JA Benefits
SinglePoint
Hole Sponsors
AON
Business Art & Design
Greenwood Medical Lab
Home Free
IKON
Seasons Hospice
Golf Tee Sponsor
Corporate Concepts
Hole-in-One Sponsor
Source One Medical
Foursomes
Blue & Co.
Campbell/Dickey
Carpet Services Unlimited by Brad Hamel
CDIO
Citizen’s Gas
Corporate Concepts
Deem Mechanical
Dynex/Top O’ The Table
Engineered Systems
Fifth Third Bank
Harrison Moberly
Horning Roofing
Indiana Restoration
JA Benefits
Loudermilk/Giganti/Crist/Horton
MainSource Bank
Musette Nicholas
Peik/Lee
Rehab Strategies (three)
Senior Care Pharmacy
SinglePoint
Southern Care Hospice
Steel Services
Turner Construction
Willow Marketing
Individual Players — Residents & Families
Wilbur Andrichik
Tom Magee
Fred McCarthy
Individual Players
BKD
Jerry Cripes
EEMC, Inc.
Andrew Forbush, Liberty Mutual
Peter Primason, Liberty Mutual
Bill Riggs
Mark Schmidt, Uniform House
Greg Whitehead (two)
Golf Prize Gifts
Anonymous Donor
Anonymous Donor
Bracelet by Laurie Lott
Buda Bar
Civic Theatre
Decker Vending
E. Lee Hair Co.
Gentiva
Golf Lessons by 2009 PGA Golf Pro
of the Year Jack Barber, Meridian
Hills Country Club
Gray Eagle Golf Club Twosome,
Fred McCarthy
Ironwood Golf Club Twosome,
Fred McCarthy
National Institute for Fitness &
Sport
Photography Art by Katz Lee
Sangiovese Restaurant (Three Gift
Certificates)
Supercuts Hair Care
The Grill (Four Gift Certificates)
The Indianapolis Star (Two Gift
Certificates)
WIBC Radio (Two Gift
Certificates)
@the heart of it all
our donors
who demonstrate their love with
their generous support
Ironwood Memory Garden
Our sincere appreciation to Janet Tews
Henry, whose vision for the Ironwood
Memory Care garden became a reality
through her unsparing contributions of
creativity, physical effort and funds. Mrs.
Henry’s assistance was given in loving
memory of her parents, Eva Lou and Robert
Tews.
$1,000 +
Kay Broughton
Ardith Clark
Virginia Défourneaux
Janet Tews Henry
Hugh Watson Frey Trust
Margaret “Peg” Ziperman
$100 to $999
Rose Bailey
$1 to $99
Mr. & Mrs. Joe Pickett
Mary Ann Pulley
Marilyn Falls
Barbara Wood
Memorial Gifts
In Memory of Bob Baumgardt
Kay Broughton
Mr. & Mrs. Raymond Jarrell
James Jordan
Dr. William Lawrance
Mr. & Mrs. Richard
Lindsteadt
Margaret Smith
In Memory of T.G. Budd
Irene Baird
Mary Bjork
Mr. & Mrs. Steven Bjork
Mr. & Mrs. Wayne Brown
Mr. & Mrs. John Conlan
Marilyn Falls
Mr. & Mrs. William Fry
Dr. B.T. Maxam
Ruth Merrill
Midwest Energy Alliance
Mr. & Mrs. John Reihl
Mr. & Mrs. Bill Reynolds
Mr. & Mrs. William Siefert
W. Marlan Smith
Mr. & Mrs. William Smith
Mr. & Mrs. James Wood
Peg Ziperman
In Memory of Karleen Chambers
Mr. & Mrs. Bill Reynolds
In Memory of Eugene Clark
Mr. & Mrs. Bill Fry
In Memory of René Défourneaux
Steven Cook
Mr. & Mrs. James C. Wood
Margaret “Peg” Ziperman
In Memory of Joe Marquis
Rose Bailey
Audrey Binkley
Mary Louise Gebuhr
Mr. & Mrs. Robert Kelley
Ann B. Lewis
John W. Martin
Barbara Ottenweller
Mr. & Mrs. Jean Prickett
Mary E. Salmon
Mr. & Mrs. Donald Simmons
Margaret A. Slack
Robert B. Stouffer
Mr. & Mrs. R.E. Thompson
Barbara Wood
Mr. & Mrs. Charles E. Wright
In Memory of Pauline Marquis
Rose Bailey
Mr. & Mrs. William F. Binkley
Bonnie Bliss
Dorothy Boone
Elsie Hughes
Dr. Wm. Lawrance
Ann Lewis
Margaret Kelley
Mr. & Mrs. Bob Kelley
John W. Martin
Barbara Ottenweller
Mr. & Mrs. Jean Pierson
Mr. & Mrs. Joe Prickett
Mr. & Mrs. Donald Simmons
Margaret Slack
Judith Stave
Robert B. Stouffer
Mr. & Mrs. A. Keith Thompson
Mr. & Mrs. Frederick Thompson
Mr. & Mrs. R. E. Thompson
Barbara Wood
Mr. & Mrs. Charles Wright
In Memory of John McCutchan
Mr. & Mrs. Alan Dean
In Memory of Janet Neal
Margaret “Peg” Ziperman
In Memory of Beulah Wood
Estes-Leadley Funeral Home
In Memory of John Zukel
Rosemary Budd
Dr. B. T. Maxam
In-Kind Gifts
Thomas Armstrong
Vera Burris-Jackson
Miriam Cripe
Barbara Davis
Brad Eschelman
Mark Harris
Sandra Cline
Dolly Craft
Virginia Défourneaux
Mr. & Mrs. Gerry Johnson
Jean Kaufman
Candice Miller
Mark Moeller
Peter Mohr
Virginia Norris
Marilyn Ochs
Tracy Pope
Pat Richwine
Mr. & Mrs. James Russell
Tracee Santom
Bobby Small
David Smyth
Harriett Thomas
Susan Thompson
Lynn C. Wilson
Gregory Yust
The Westminster Foundation
and
Westminster Village North
11050 Presbyterian Drive
Indianapolis, IN 46236
Telephone: 317 823 6841
Facsimile: 317 823 2177
Find us on the Web at
www.WestminsterVillage.com