annual report 2014-15 - National Church Residences
Transcription
annual report 2014-15 - National Church Residences
A NN UA L R EPORT 2 014 -15 annual report 2014-15 u 1 Moving the Mission Forward Mark Ricketts President and CEO Since 1961, National Church Residences has been working to provide quality housing and care for seniors and others who need our help. Continuous improvement has long been a part of our character. Yet we always have more to do, so we have been urging our team to move the Mission Forward. This has allowed us to focus on two important things. First, we have spotlighted specific attributes where we want improvement: Quality, Reliability, Satisfaction (for residents, clients and employees) and Safety. Second, we are building our culture of servant leadership by listening deliberately to all the voices involved in serving our residents and clients. Great ideas often come from those who are closest to the residents, and we are establishing methods to ensure that those ideas get heard. Allen V. Rupiper Board Chair As our team grows stronger, so does our need for donors, partners and volunteers. We spend more than $10 million on charity care. Our volunteers gift us with their talent, compassion and time to enrich our communities. Our partners make it possible for us to be an innovative leader in integrating home and supportive services for seniors and vulnerable individuals, enabling them to live healthier and more satisfying lives. We deeply appreciate all that you have done to support National Church Residences. The journey ahead is exciting and challenging. Thank you for your contributions that helps us move the Mission Forward. National Church Residences Executive Team (Left to right) 2 u Jeff Wolf, Senior Vice President of Philanthropy and Communications Steve Bodkin, Senior Vice President of Affordable Housing Dave Driver, Senior Vice President of Strategy, Senior Living Dave Kayuha, Senior Vice President of Administration Mark Ricketts, President and CEO Terry Allton, Senior Vice President, Home and Community Services Jacci Nickell, Senior Vice President annual report 2014-15 of Senior Living Michelle Norris, President, Development Corp. and Senior Vice President of Business Development and Public Policy Jo Whiteman, Senior Vice President Health Care Operations and Residential Health Care National Church Residences is committed to excellence that transforms the lives of the people we serve. We are an innovative leader in integrating housing, health care, and supportive services, serving seniors of all income levels, veterans, and families. With 340 communities in 28 states and Puerto Rico, National Church Residences is the nation’s largest not-for-profit provider of affordable senior housing and operates 10 residential health care retirement communities. We also provide supportive housing for the formerly homeless and disabled. The National Church Residences model of person-centered care includes adult day health, assisted living, senior housing, skilled nursing homes, rehabilitation centers, outpatient therapy, home health care, and hospice. annual report 2014-15 u 3 Organization Highlights National Church Residences President & CEO Thomas W. Slemmer received the William J. Graves Ohio Housing Excellence Award from the Ohio Housing Finance Agency and the Ohio Capital Corporation for Housing at the 2014 Ohio Housing Conference in Columbus in November 2014. The award is given for continued dedication to a shared mission to increase the quality and availability of affordable housing opportunities for Ohio families. In November 2014, National Church Residences organized its first ever “Advocacy Week” as elected officials and policy makers across the nation visited National Church Residences sites. In December 2014, Jacci Nickell joined National Church Residences as Chief Operating Officer, Senior Vice President of Senior Living. Hired as a result of a national search, Nickell has more than 30 years of experience in senior care and services. After 26 years of service as the President and CEO of National Church Residences, Tom Slemmer officially retired at the end of 2014. Slemmer joined National Church Residences in 1976 and became President and CEO in 1988. During his tenure the organization grew from a handful of communities to 340 in 28 states and Puerto Rico. 4 u annual report 2014-15 On December 31, 2014, Mark R. Ricketts (left) became the third-ever President and CEO of National Church Residences, taking over for the retiring Tom Slemmer (right). Ricketts joined National Church Residences in 2000 and became Senior Vice President and Chief Operating Officer for Housing in 2003 and in 2012 became the Corporate Chief Operating Officer. National Church Residences purchased Hickory Hollow Senior Apartments, a 55-unit low income senior housing facility in Memphis, Tennessee, on January 30, 2015. The 15-yearold facility became the 11th National Church Residences property in the Volunteer State. National Church Residences’ presence in Atlanta, Georgia, continued to grow with the grand opening of Panola Gardens on March 24, 2015. The newly-built four-story affordable senior apartment complex, located in the Atlanta suburb of Lithonia, features an on-site medical suite with a care coordinator to assist residents with health needs. Chimes Terrace, a one-of-a-kind property located in Johnstown, Ohio, became National Church Residences’ first facility to combine assisted living with low-income, tax-credit independent living under one roof when it celebrated its grand re-opening on March 9, 2015. United States Congressman Pat Tiberi was among the speakers who helped celebrate the event. On May 1, 2015, National Church Residences celebrated the grand re-opening of Canton Place, a senior apartment facility in suburban Detroit, Michigan. With a construction contract of $4.4 million, the building received all new windows, bathroom and lighting fixtures, and a completely overhauled heating and cooling system. In May 2015, National Church Residences officially announced the future site of the organization’s first intergenerational center in Columbus, Ohio, would be called the Champion Intergenerational Enrichment and Education Center. Located inside the former Poindexter Village Community Building on Columbus’ near east side, the facility will bring together children and elderly adults in a research and learning community alongside multiple partners, including The Ohio State University. Robert McDonald, the United States Secretary of Veterans Affairs, visited the Commons at Livingston in Columbus, Ohio, on April 7, 2015. McDonald, a retired Army Ranger, toured the permanent supportive housing facility to get a first-hand look at how National Church Residences is working to help eliminate homelessness for military veterans. annual report 2014-15 u 5 Philanthropy Highlights Thanks to grants from Enterprise Community Partners, LeadingAge, and the Columbus Foundation, National Church Residences expanded the JAVA Music Club program in central Ohio from its initial site at Hilltop Senior Village to include Commons at Third, Centers for Senior Health, First Community Village, Worthington Place, Vanderbilt Apartments, Commons at Buckingham, and Avondale. The group, which uses music to help residents interact and share personal experiences, has been a huge success. Participation has grown exponentially at each of the sites and is conducted as many as six times a month with an average of as many as 40 clients per program. Gifts and grants of $264,000 funded the National Church Residences Foundation Transportation Program over the last fiscal year, providing scheduled transportation services to older adults in Pike, Ross and Belmont Counties in Ohio. The free transportation services for clients and residents logged 194,000 miles and served an average of 413 adults. The transportation program is integral to the housing and supportive services provided by National Church Residences to assist many caregiver families that are unable to provide transportation for their loved ones. The National Church Residences Distinguished Lecture Series on Senior Living & Care Innovation, honoring Tom and Jody Slemmer, was established in September 2014. Donors created the fund to sponsor programs to bring together National Church Residences’ employees with industry thought leaders. The first program in the series was the Future of All Things Senior Leadership Symposium, held September 1–2, 2015, in Atlanta. 6 u annual report 2014-15 Planned gifts continue to play an important role in the charitable activities of a retirement community. In addition to charitable bequests, National Church Residences has been blessed with many charitable gift annuities. A retired couple recently decided to enter into a charitable gift annuity agreement with National Church Residences Foundation in order to supplement their retirement income and take advantage of important tax considerations. The gift principal amount was $300,000. The Columbus Foundation & The Osteopathic Heritage Foundation made a $100,000 grant, as part of their Capital Improvement Initiative Funding Partnership, to National Church Residences in support of the establishment of the Champion Intergenerational Enrichment and Education Center. The center will be located on the near east side of Columbus and will be a hub for education and training, adult day care, early childhood learning, and primary health care programming. Partners include the Ohio State University, Columbus Early Learning Centers, Columbus Metropolitan Housing Authority, Partners Achieving Community Transformation (PACT), and National Church Residences. Through the Federal Home Loan Bank (FHLB) of Cincinnati’s 2014 Excellence in Service Award, National Church Residences received an $80,000 grant, in partnership with Huntington Bank, toward establishing the Wellness Services Center serving Commons at Grant permanent supportive housing residents. The Carol M. Peterson Housing Fund at FHLB, which provided this grant, honors the memory of a passionate affordable housing advocate who helped build the FHLB’s Affordable Housing Program into what it is today, and who helped create and inspire many FHLB voluntary housing programs, leaving a legacy that champions safe, decent housing for deserving populations. annual report 2014-15 u 7 key facts About National Church Residences 40% Healthcare $107,295,385 49% Housing $130,930,467 11% Parent $30,391,992 u Employs 3,325 staff members nationally. u Is governed by a 24-member volunteer board of directors. u I s a not-for-profit 501 c(3) corporation and the largest not-for-profit based in central Ohio. u Headquartered in Upper Arlington, OH, where it is the largest private employer. u T he nation’s largest not-forprofit provider of affordable senior housing and a national leader in senior HUD housing, with 340 communities in 28 states and Puerto Rico. u wns and operates six continuing care O retirement communities. u perates National Church Residences Home and Community Services, a home O health care agency. u perates National Church Residences Center for Senior Health, providing adult O day services. 2014 Expenses 37% Healthcare $102,637,354 51% Housing $141,339,444 12% Parent $35,188,088 Annual Revenues $308,051,987 $268,617,844 $258,626,149 $252,557,542 $204,075,616 $189,724,590 $176,703,611 $171,948,267 By the Numbers ‘07 ‘08 ‘09 ‘10 ‘11 ‘12 ‘13 ‘14 Net Assets u 308 senior housing communities/20,052 units u 16 family housing communities/1,764 units u 9 permanent supportive housing communities/690 units u 1 student housing community/255 units u 10 residential health care communities/1,915 units and beds u 3 Home and Community Services Agencies/serving 3,400 clients u 6 adult day service centers/serving 855 clients $232,406,741 $187,023,656 $145,393,410 $143,709,810 $111,101,501 $108,315,615 $103,017,640 Financial Statistics $80,869,933 0000 2014 Revenue ‘07 ‘08 ‘09 ‘10 ‘11 ‘12 ‘13 ‘14 8 u annual report 2014-15 Fiscal Year 2014 Revenue............................................................................................................................. $ 308,051,987 Loss After Depreciation................................................................................................ $ (6,471,762) Total Net Worth.............................................................................................................. $ 232,406,741 Volunteers of the Year John Davis Harriet Hardy Rick Dement Richard “Dick” Rundels Four individuals were honored this spring as National Church Residences “Volunteer of the Year 2015” winners. Richard “Dick” Rundels was presented with his award at Bristol Village where he has volunteered since 2013 after his mother, a former resident there, passed Columbus, OH), Harriet Hardy away. John Davis (Commons at Livingston, (Madison Tower, Madison Township, MI), Rick Dement (Grace Gardens, O’Fallon, MO) and Richard Rundels (Bristol Village Health Care and Hospice, Waverly, OH) were each presented with the awards at separate ceremonies to honor them for the selfless work they do on behalf of National Church Residences. “Of the thousands of volunteers we have across the nation, there are always those who rise to the top,” said Stacey Kyser, National Church Residences Senior Director of Development and Volunteer Services. “If only there were awards to give all of our volunteer nominees. We received incredible accounts of service given freely by individuals and groups that truly embody our mission.” Davis was selected as a Volunteer of the Year for his work with Project Healing Waters Fly Fishing, a national organization that teaches disabled military veterans fly fishing skills. In 2014, 500 hours of service were given by Project Healing Waters. “If you peek in on one of our meetings, you will see no difference between the volunteers and vets,” Davis said. “It is just people enjoying one another’s company, sharing stories and tying flies.” Harriet Hardy, an 88-year old resident at Madison Tower, has maintained several volunteer positions in the property for the last 15 years. She currently works in the kitchen five days a week, is the director of the resident choir and delivers the monthly newsletter. Six individuals nominated Rundels for the work he does at Bristol Village, which includes assisting the families of dying patients, bringing special treats to residents, attending grief share meetings, and playing bingo and building puzzles with patients in the nursing care units. One of his nominators stated that they have never seen a more dedicated, loving volunteer than Rundels. Rick Dement has been a volunteer at Grace Gardens for 27 years. He was recognized with the award for the work he puts in leading a non-denominational bible study and showing up at the facility whenever his presence is needed. It was noted in his nomination that when the facility experienced the untimely death of a resident, Pastor Dement was there within minutes – not only for the immediate family but also for the other affected residents in the building. “Every year the volunteer program is growing and more and more properties are extending their reach by involving volunteers,” Kyser said. “Thank you for your work to cultivate these relationships and get people involved in volunteering.” annual report 2014-15 u 9 Mill Run Announces Plans for Alzheimer’s Tranquility Gardens Each year, Alzheimer’s disease slowly steals memories away from the nearly 5.1 million Americans who live with the condition. their lives that were joyful,” said Roehrenbeck. “It has meaning and purpose.” For the families and loved ones who feel the effects of Alzheimer’s or other forms of dementia, finding a way to help them remember is a crucial part of providing them with care. To design the Tranquility Garden, Mill Run enlisted the services of Linda Wilson, a landscape architect with MKSK, who found special meaning in helping with the project. At National Church Residences Mill Run, a senior community located in the Columbus suburb of Hilliard, a plan was unveiled to residents at the annual Christmas celebration on Thursday, December 11, for a one-of-a-kind facility that will provide residents receiving Memory Care a chance to re-experience happier times. Wilson’s husband Ron passed away a year ago at the age of 58 from complications due to early onset Alzheimer’s. “The true beauty of everything we do involves life and death. It’s an evolution,” said Linda Roehrenbeck, Executive Director of Mill Run, at the announcement of the plans for Mill Run’s Tranquility Garden. “This project will evolve. Just like our lives do.” The Tranquility Garden at Mill Run will be constructed in multiple phases, eventually culminating in a beautiful outdoor area complete with a park, a garden, a therapy and art wall and a patio for dining and relaxing. “This garden is grace. There will be moments of serendipity. It will be a way to bring back moments of “I first came into contact with National Church Residences because I had my husband in their adult day services,” Wilson said. “(That facility) was (previously) an outdoor garden center that had a nice outdoor space. For me a major concern was the quality of life outside of the four walls.” With the care her husband received in mind, Wilson began designing early plans for a Memory Care garden but did not initially have a plan for its location. Mill Run became the ideal spot after Wilson was introduced to Roehrenbeck through a mutual friend. Wilson’s design for the phases of the Mill Run Tranquility Garden was on display for residents and their families to see during the Christmas celebration. Seeing so many people admire her work meant a great deal to Wilson. “I teared up,” she said. “It was like, ‘Wow, it’s eventually going to come together.’” The Tranquility Garden at Mill Run will be constructed in phases as funding becomes available. To make charitable contributions to the project, please contact the National Church Residences Philanthropy team at (614) 273-3582 or Roehrenbeck at (614) 771-0100. 10 u annual report 2014-15 Impact of Philanthropy National Church Residences and Ruscilli Construction Unite in Philanthropic Effort at Golf Classic National Church Residences and Ruscilli Construction maintained a professional relationship as our organization frequently contracted with Ruscilli to build or renovate our facilities. In recent history, however, the relationship between the two has blossomed into an outstanding partnership in philanthropy. In 2011, Jack Ruscilli, a member of Muirfield Village Golf Club (Dublin, Ohio’s home of the PGA Memorial Tournament) extended the opportunity for National Church Residences to hold a charity golf classic at the one-of-a-kind facility. The event, now in its fifth year, has become the signature event in National Church Residences’ efforts to raise charitable funds to support the organization’s Permanent Supportive Housing programs. Over the first five years of the Golf Classic, the partnership between Ruscilli Construction and National Church Residences has raised more than $1 million to help Permanent Supportive Housing, which serves formerly homeless and disabled individuals. Ruscilli’s innovation, creativity and long-term involvement in helping to organize this event is unparalleled. Ruscilli Construction additionally supports National Church Residences by inviting potential sponsors and industry partners to participate and play in the annual event. This has allowed National Church Residences the opportunity to foster relationships with other potential sponsors that otherwise the organization would not have had an opportunity to connect with. Individuals come from throughout the country to participate. The commitment Ruscilli Construction has made to supporting the National Church Residences Golf Outing is now in its fifth year, with many more expected to come. While Ruscilli has already sponsored and supported the organization through connections and partnerships, it has also made a consistent generous charitable donation on a yearly basis to the National Church Residences foundation. Gaven Gregory, Executive Director, The Home Depot Foundation Above: Jack Ruscilli at Muirfield Village Golf Club; Tony Ruscilli (left) with Mark Ricketts at Chimes Terrace event; Lou Ruscilli at Lake Wales. In recognition of Muirfield Village Golf Club’s support of the National Church Residences Golf Classic, the community room at National Church Residences Commons at Livingston (a Permanent Supportive Housing facility in Columbus, Ohio) was named in honor of Muirfield Village. annual report 2014-15 u 11 Community Medical Services Community Medical Services is National Church Residences’ new name for the services formerly known as Aging at Home Medical Practice, Healthy at Home and Medical Home. Providing on-site, integrated, person-centered primary care in housing environments allows National Church Residences to demonstrate better care, better health and lower costs. Community Medical Services provides access to health care services to residents that can prevent emergency room visits and hospital stays and help them manage chronic illnesses over their lifetime. Offered in selected senior, adult day and permanent supportive housing communities, Community Medical Services places Certified Nurse Practitioners (CNPs) on site. The CNPs are licensed to diagnose and treat illnesses and are able to prescribe medications. They offer primary care to help manage chronic diseases, like high blood pressure, congestive heart failure and respiratory problems. CNPs also help residents and clients to stay well and feel Andrea Shields, CNP better by offering same-day treatment for common conditions, such as cough and cold symptoms, minor burns and cuts, and ear infections. In addition, our CNPs can administer vaccinations, order lab work and perform tests to diagnose and treat many conditions. What is Mission Day? The National Church Residences annual Mission Day celebration in 2015 took its inspiration from the original event by including a walk/run event to raise money. National Church Residences Development Corp. President, Michelle Norris, started Mission Day in 1996 by running a marathon to raise money for a piano at the Mill Run assisted living community. This year, nearly 250 employees participated in the walk/run at 12 u annual report 2014-15 headquarters on Sept. 18, 2015. Mission Day raises awareness and contributions for the Rev. John R. Glenn Fund, which helps residents who have run out of funds. This year the event focused on the impact of ongoing employee support to ensure the future of the mission. As a not-for-profit organization, National Church Residences is expected to spend more than $10 million in charity care to those residents who have run out of funds. More than 320 employees in communities across the nation also enjoyed enjoyed Mission Day, participating in their own runs and other events to celebrate mission and raise funds. Events have included proms, rock-a-thons, change collections, health fairs and more. All proceeds raised in communities go directly to resident programs. 2015 Board of Directors Lynn Anderson A. Kenneth Pierce mission the national church residences way Stephen A. Rish Senior Collaborator Collective Genius Columbus, OH Past Chair President Nationwide Foundation (Ret.) Columbus, OH The mission of National Church Residences is to provide quality housing and care at affordable prices in communities of caring persons. Our mission is national in scope and originates from a Christian commitment of service to older adults, which began in 1961. We have become a leading name in senior services, retirement community management and support for people in need. William E. Blaine Allen V. Rupiper vision Chair, Audit & Finance Committee President/CEO Nationwide Bank Columbus, OH Virginia Barney Lifetime Trustee Attorney at Law & Lumberman Columbus, OH Paul W. Bloomfield VP & Chief Financial Officer (Ret.) The Dispatch Printing Company Columbus, OH Chair President & CEO (Ret.) Adena Health System Chillicothe, OH National Church Residences is committed to continually improving communities by transforming the way seniors and vulnerable populations live and thrive. Chair, Subsidiary Committee VP — Real Estate Developer/Broker Kohr Royer Griffith, Inc. Columbus, OH Deborah Russell Eric Borders Director — IT Oracle Corporation Atlanta, GA Chair, Bristol Village Committee VP (Ret.) Mead Corporation Chillicothe, OH compassion We truly care about people and seek to Jeffrey L. Copeland James S. Savage professionalism We strive to be excellent at what President/CEO (Ret.) Elford, Inc. Columbus, OH Dr. J. Terrence Davis Chair, Quality Committee Associate Chief Medical Officer Co-Medical Director for Patient Safety Nationwide Children’s Hospital Susan DiMickele Partner Squire Sanders Columbus, OH Michael E. Flowers Secretary VP/Chief Legal Officer KBK Enterprises Columbus, OH Donald B. Gardiner Chair, First Community Village Banc One Capital Markets (Ret.) Columbus, OH Cynthia L. Jones State of Ohio Dept. of Transportation Columbus, OH Mark MacNaughton SVP Enterprise Information Technologies and Shared Services Cardinal Health Columbus, OH Jim Moats Partner in Commercial Practice Group Carlile Patchen Murphy, LLP Columbus, OH Independent Consultant Chillicothe, OH Donald A. Russell Vice Chair Chair, Governance Committee Partner & Attorney at Law McFadden, Winner & Savage Columbus, OH Mark Thompson Senior Executive Vice President Director Corporate Operations and Huntington Insurance Huntington National Bank Columbus, OH Peter H. Vogel, Jr. EVP/CFO (Ret.) New Page Corp. Miamisburg, OH Robert S. Walter The Scotts Company CFO & VP — Finance/Accounting Marysville, OH The National Church Residences Board of Directors is composed of professional men and women who represent the business community, as well as the four Ohio founding churches: • Boulevard Presbyterian, Columbus, Ohio • First Presbyterian of Chillicothe, Chillicothe, Ohio core values mission We are driven by a deep sense that our work should serve God and always produce good for others. treat residents, employees and neighbors with dignity, respect and fairness. we do and to be sound managers of resources with solid, ethical business practices. leadership We will be leaders in our field: setting a good example for others, visionary, growing and constantly improving. National Church Residences Foundation Development Board Virginia Barney Greg Overmyer Larry Bellman Stephen A. Rish, Chair Senior Collaborator Collective Genius Columbus, OH Contract Lumber Dublin, OH Donald B. Gardiner Banc One Capital Markets (Ret.) Columbus, OH Floyd V. Jones SVP External Affairs (Ret.) The Dispatch Printing Company Columbus, Ohio Principal Overmyer Hall Associates Columbus, OH President (Ret.) Nationwide Foundation Columbus, OH Allen V. Rupiper President & CEO (Ret.) Adena Health System Chillicothe, OH Peter H. Vogel, Jr. EVP/CFO (Ret.) New Page Corp. Miamisburg, OH • First Presbyterian of Waverly, Waverly, Ohio • Second Presbyterian of Portsmouth, Portsmouth, Ohio Greg Overmyer Principal Overmyer Hall Associates Columbus, OH annual report 2014-15 u 13 Foundation Friends Financial Gifts to National Church Residences Foundation July 1, 2014 to June 30, 2015 All Hospice donations are located under Home & Community Services Hospice. Autumn Grove (Victor, NY) Walmart Foundation Avondale (Dublin, OH) Brenda S. Dalhman The Scotts Company Barnesville Manor (Barnesville, OH) Gary L. Carpenter Comcast Financial Agency Corporation Cynthia L. Foose Luanna S. Greene Tina M. Hastings Samuel J. Littleton Arzetta Marlowe National Church Residences Barnesville Manor Ute M. Neitzelt Loretta A. Richardson Mona D. Smith Donna L. Wise Luca S. Wood Bath Road (Cuyahoga Falls, OH) Akron Children’s Hospital Employee Foundation Deanne L. Brown Jack Costigan Daniel C. Fagan, Jr. Falls River Concert, LLC Brent and Tracy Harbold Ray A. Larocca Wayne Luginbuhl Joseph Mancine Pursuant Group, Inc. William Raber Trans World Radio Thomas and Jody Slemmer George and Kimberly Speidel Stow Munroe Falls Public Library Irving and Beth Sugerman Danielle A. Willis In memory of Betty Callahan Deanne L. Brown Wayne Luginbuhl In memory of Donald Lee Fisk Stow Munroe Falls Public Library In memory of Robert Hall Pursuant Group, Inc. Trans World Radio 14 u In memory of Aldo Petri Ray A. Larocca Akron Children’s Hospital Employee Foundation In memory of Robert Sugerman Irving and Beth Sugerman Beechtree Commons (Verona, PA) Vintage Inc. Belmont County Transportation Belmont County Jobs & Family Services Foundations Health Solutions, Inc. HealthPath Foundation of Ohio Jacalyn Smith Larry A. Thompson Big Bethel Village (Atlanta, GA) Committee to Re-Elect C.T. Martin Jason F. Esteves Ivory Pinochle Club Horanena Tate Unity Network and Counseling Center Olin Wilson Bristol Village (Waverly, OH) Glenn Adams Nancy E Aiken Jack and Karen Alderson Joyce Alderson Allied Whale Cookie Allison Van and Terri Ambrose Saundra Andrews Carol Atkins Ronnie Aylor Maurice and Iva Bailey Gareth and Evelyn Baker Rosita Bamba Gerald and Jacquelin Barnes Jane Baumann David Bell Rosie M. Bell Randal R. Benner Rex and Karen Berney Lois Blom Walter Bohon Carol Bowers Boyer Funeral Home, Inc. William and Rita Bradley Gary and Janet Brinkman Bristol Court Activity Fund The Bristol Nook annual report 2014-15 Bristol Village Arts & Crafts Guild Bristol Village Computer Club Bristol Village Foundation Bristol Village Men’s Chorus Bristol Village Women’s Club Sonya Brown Margaret Butler Carolin F. Carlson Barbara Carmody Judith Chambers Diane Chance Edwin and Jean Charle James and Irene Clark Sue Cochenour Consignment Shop Joel and Deborah Cornett Carolyn M. Crabtree Irvin Crawford Eleanor Cunningham Christopher and Patty Dalyai Bonnie Davey Simone A. Davis Ruth Ann Dean Dick and Diane Demlow Daniel Diehlmann Bill Dillehay Mark and Judith Dingmann Sue E. Duffy George N. Dumm Jay and Barbara Early Agnes Edwards Allen and Susan Ehas Dana Ellis Daniel C. Fagan, Jr. Martin and Thelma Fichtelman Sharon Fiffick First National Bank of Waverly Gerald and Pamela Flegal Tom and Jean Frank John E. Fredell Neil and Eleanor Fujita Robert and Marie Gausman Bob Gibson Margaret Gilliam Betty D. Glenn Globe Furniture Of Chillicothe, Inc. Warner and Judith Gustafson Betsy Hall Claude and Ruby Hambrick Bob and Hilda Handy Yvonne Harden Mary Harris George and Ginny Hartwell Stephen Hartwell Elizabeth Hartwig Bruce and Karen Henderson Doug Himes III Bud Hobday Elinor Hodder Paul and Jeanne Hommel Bill and Lorraine Houlette Charles and Charlotte Hoult Reinelda E. Huck Eileen Hughes Joan Hull Robert and Rebecca Hull Kaye Imes Richard and Judy Johnson Tom and Nancy Jolly Clark and Kay Jones Yvonne Jones Joan Kane Ruth Karner Dennis and Judith Kee Richard and Donna Keyse Fran Kigans Scotte Kilby Klinker’s Lumber & Builder’s Supplies Carroll and Thurlie Knapp Kroger Community Rewards Program Harold and Betty LaParl Elizabeth Lilly Christopher and Marilyn Lute William and Bea Martin Gordon W. Mathie Angie McCatherine Charlotte J. McCormick Kathleen McDonnell Atha McFarland Terry and Gail Mealey Grover Melligan Jean Michelson Martha Z. Miller Ted and Sara Mong Kent and Lian The Mulliner Leonard and Diana Nasman Donald and Louise Netzley William and Patricia Nichols Sherri L. Nutt Brenda Owens Carole Pascoe Sally Pekarek Jerry and Kathy Pence Robert and Pat Penrose Dorothy Peterson Pike Services LLC Kathy Rapp Mark and Julie Ricketts Jean Roberts Beth Roberts Richard and Catherine Roberts Darla Roseberry Allen V. and Patricia Rupiper Judy Sather Fred and Eileen Schneiter Scioto Valley Model Railroad Club Stephen F. Sears and Sylvia Upp Tom and Cathy Seeley Rosann L. Severding Nancy Seward William Shipe Thomas and Jody Slemmer Ethel Smith Craig and Margaret Solle George and Kimberly Speidel Barbara J. Spiga Peter and Mary Lou Sprague Rick Stein John and Marge Steva Joan Stewart Sean and Amy Stiltner Lewis and Wanda Stratton Ivan and Betty Sumey Dennis Swank Paul and Jean Sydow Lisa R. Tackett William D. Thomas Todt Family Earl and Patty Todt Ann Truitt Calvin and Audrey Tysen John and Marie VanDyke Mildred Vitz Eric Walker Washington Township Trustees William and Sharon Webb Craig D. and Carol Weidenhammer Katherine Weir The White Elephant Earnest Williamson Graceanna J. Yetter Jerrold Yetter Gale Yount Otto and Elaine Zingg Melinda Zorn In memory of Anthony Adams Glenn Adams Carol Atkins In memory of James Allen Anonymous In memory of Rev. Barratt Banta Jay and Barbara Early Tom and Jean Frank Betsy Hall Bud Hobday Charlotte McCormick Richard and Cay Roberts In memory of Theodore Bates Anonymous Gary and Janet Brinkman Judith Chambers Diane Chance Ed and Jean Charle Jay and Barbara Early Allen and Sue Ehas Tom and Jean Frank Bob and Marie Gausman George and Ginny Hartwell Elizabeth Hartwig Bruce and Karen Henderson Bud Hobday Elinor Hodder Bob and Becky Hull Yvonne Jones Charlotte McCormick Kent and Lian The Mulliner Beth Roberts Richard and Cay Roberts Calvin and Audrey Tysen Mildred Vitz Otto and Elaine Zingg Melinda Zorn In memory of Jane Baumann Anonymous Allen and Sue Ehas Tom and Jean Frank In memory of Betty Benefiel Barbara J. Spiga In memory of Joyce Bohon Anonymous Jay and Barbara Early Agnes Edwards Allen and Sue Ehas Betty Glenn Betsy Hall Robert and Hilda Handy Yvonne Jones Charlotte McCormick In memory of Nancy Boling Anonymous Maurice and Iva Bailey Jay and Barbara Early Bud Hobday Bob and Becky Hull Charlotte McCormick Kent and Lian The Mulliner Tom and Cathy Seeley In memory of Katie Brown Anonymous Robert and Hilda Handy In memory of William Brown Maurice and Iva Bailey In memory of Mary Cooper Diane Chance Ed and Jean Charle Jay and Barbara Early Bob and Marie Gausman George and Ginny Hartwell Bob and Becky Hull Yvonne Jones Joan Kane Charlotte McCormick Beth Roberts Richard and Cay Roberts Otto and Elaine Zingg In memory of Irvin Crawford Betsy Hall Bud Hobday Charlotte McCormick In memory of Mary Crawford Anonymous In memory of Mary Crozier Richard and Donna Keyse In memory of David J. Dawson Jay and Barbara Early Allen and Sue Ehas Tom and Jean Frank Betsy Hall Bud Hobday Bob and Becky Hull Richard and Donna Keyse Joan Stewart In memory of Rev. Walter Dawson Gareth and Evelyn Baker Jay and Barbara Early Bob and Marie Gausman Robert and Hilda Handy Bud Hobday Charlotte McCormick Richard and Cay Roberts In memory of Josephine Dean Bristol Village Women’s Club In memory of Rev. Harold Demus Maurice and Iva Bailey Gary and Janet Brinkman Jay and Barbara Early Sharon Fiffick Tom and Jean Frank George and Ginny Hartwell Bud Hobday Nel Huck Yvonne Jones Charlotte McCormick Otto and Elaine Zingg In memory of Sherry Diehlmann Daniel Diehlmann Christopher and Marilyn Lute In memory of Pat Dixon Anonymous Betsy Hall Bud Hobday In memory of Anna Dodge Anonymous Gareth and Evelyn Baker Jay and Barbara Early Tom and Jean Frank George and Ginny Hartwell Bud Hobday Yvonne Jones Charlotte McCormick Joan Stewart In memory of Rev. Edward Dodge Gareth and Evelyn Baker Jay and Barbara Early Tom and Jean Frank Betsy Hall Robert and Hilda Handy George and Ginny Hartwell Bob and Becky Hull Charlotte McCormick Kent and Lian The Mulliner John and Marge Steva Mildred Vitz In memory of Linda Ellsworth Charlotte McCormick In memory of Velma Ferguson Anonymous Jay and Barbara Early Bud Hobday Beth Roberts In memory of Helen Freshauer Charlotte McCormick In memory of Mary Hartman Bob and Marie Gausman In memory of Donald Haynes Anonymous In memory of Dorothy Headley Anonymous Betsy Hall Charlotte McCormick In memory of Vernon Hines Nancy E Aiken Sue Cochenour Joel and Deborah Cornett Carl Hartley Jerry and Kathy Pence In memory of Bill Houlette Jay and Barbara Early George and Ginny Hartwell Charlotte McCormick Mildred Vitz In memory of Jane Hudgins Cookie Allison In memory of Arlene Hunt Anonymous Eleanor Cunningham Jay and Barbara Early Tom and Jean Frank Bob and Marie Gausman Betsy Hall Elinor Hodder Joan Kane Richard and Donna Keyse Nancy Seward Joan Stewart In memory of David Jenkins Jay and Barbara Early Tom and Jean Frank Bud Hobday Elinor Hodder Yvonne Jones Charlotte McCormick Richard and Cay Roberts Paul and Jean Sydow John and Marge Steva Earl and Patty Todt Otto and Elaine Zingg In memory of Alan Jones Yvonne Jones In memory of Carol Jones Jay and Barbara Early Robert and Hilda Handy Charlotte McCormick In memory of Frances Jones Anonymous Jay and Barbara Early Bob and Marie Gausman annual report 2014-15 u 15 In memory of Jack Jones Jay and Barbara Early Bob and Marie Gausman Robert and Hilda Handy Charlotte McCormick In memory of Marie Kennedy Ronnie Aylor Marilyn Murphy In memory of Fred Ketner Maurice and Iva Bailey In memory of June Lankford Ethel Smith In memory of Margery Luppold Anonymous Carol Bowers Bob and Marie Gausman Betsy Hall Bud Hobday Yvonne Jones Charlotte McCormick Mildred Vitz Craig and Carol Weidenhammer In memory of Glenna Mathena Anonymous In memory of Thalia Miller Anonymous Carol Bowers Judith Chambers Bob and Marie Gausman Betsy Hall Robert and Hilda Handy Bud Hobday Yvonne Jones Charlotte McCormick Peter and Mary Lou Sprague Joan Stewart Mildred Vitz In memory of Agnes Nash Jay and Barbara Early Charlotte McCormick In memory of Barbara Randolph Anonymous In memory of Jean Roberts Cookie Allison Carol Bowers Bristol Village Women’s Club Ed and Jean Charle Jay and Barbara Early Allen and Sue Ehas Bob Gibson Betsy Hall George and Ginny Hartwell Yvonne Jones Charlotte McCormick Beth Roberts John and Marge Steva Mildred Vitz In memory of John Sauter Jay and Barbara Early Bob and Marie Gausman Bud Hobday Charlotte McCormick Beth Roberts 16 u In memory of Bob Scaggs Jay and Barbara Early Tom and Jean Frank Bob and Marie Gausman Ruth Karner Charlotte McCormick In memory of Phyllis Shreck Anonymous Charlotte McCormick Mildred Vitz In memory of Velma Startzman Barbara Carmody In memory of Charles Stein Rick Stein In memory of Marie Strupek John and Marie VanDyke In memory of Vernon Tompkins Cookie Allison Ed and Jean Charle John E. 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Klimas Janet Koss Mary Ann Krauss Patricia Krayer David and Cynthia Kuhns Roy L. Kulhanek Stacey H. Kyser Renee L. Lamb Tom and Barbara Lamp Lancaster Pollard & Co. Grace M. Lang John Largent Law Offices of Lisa Tunick Don and Jane Leach LeadingAge Innovations Fund David Liette Clara Lopez Sarah Luken Mark and Jennifer MacNaughton Phyllis Makley annual report 2014-15 u 21 Maria Maldonado Alice Marine Mark Poprocki Creative, LLC Roberta Martin Ann Matos Sheila (Diane) Matthews Diane Maute Kathleen McDonnell Matt McGuire Gaynell H. McKee Kathryn M. McKelvey Kathryn W. Meacham Irene Mercer Paulette Milatovic Philip and Linda Milazzo Sandra Mingua Michelle L. Missler James and Patricia Moats Pam W. Monroe and Hendon Blaylock Nicole Moore Pamela Moore Carlos H. Morales Leesha M. Morales Rodney Morrison Heather Mudgett Esther N. Munoz Ann Napoletan Nationwide Insurance Foundation Thom and Marcia Nelson Roosevelt Nelson Jacci Nickell David and Michelle Norris Luwam Ogbamicael Ohio Capital Corporation for Housing Patrick and Sarah Ortlieb Greg R. and Alicia Overmyer Enod Paige Lourdes Pangulayan Patriot Medical Sally Pekarek Renee Pekor Victor Penrod Tracy Peters Charles and Sandra Peterson Kenneth and Judy Pierce Latasha S. Pitts Plante & Moran, PLLC Porter, Wright, Morris & Arthur, LLP Waneita Potter Presbytery of West Virginia John and Carol Ragsdale Tina L. Rayle Red Capital Group Rose M. Reece Becky Jo N. Reedy Marta Rey Shaune D. Richardson Mark and Julie Ricketts Stephen and Maeva Rish Carolyn T. Rivers Euggle and Branchie Robertson 22 u Harold Robinson Maria Rodriguez Linda D. Roehrenbeck Vivian Rogers Matthew Rule Allen V. and Patricia Rupiper Ruscilli Construction Company Deborah L. Russell Coleen Ryan The Salvation Army — Manhattan, KS Jorge F. Salvo Rosalinda Sampayo Christina Sanchez James and Ann Savage Shaw Industries Group, Inc Dennis N. Shay Paul M. Shepard, Jr. Patrick Sheridan Sherwin-Williams Sidney Senior Village Resident Association Jane Simmons Cecilia C. Simoneaux Thomas and Jody Slemmer Lori E. Sontag Lizzie M. Spaulding George and Kimberly Speidel Doug Spitler Ray Stahl Josephine Stanovcak Dorothy Strang Cindy Thompson Mark E. and Jane Thompson Earl and Patty Todt Isabel H. Toth Ray and Nancy Traub Anna Turnshek Kenneth and Karen Twinem Ultimate Software Upper Arlington Rotary Foundation Steven and Marla Van Camp Maria D. Vera Douglas and Amy Vesey Vintage Inc. Peter and Ellen Vogel David Wales Walmart #4278 Robert and Wendy Walter Audrey Weiner West Virginia University Diana Westhoff David and Joanne Whiteman Ted Whitlinger David L. Williams Paula L. Williams Willis Danielle A. Willis Donna K. Wilson Jeffrey and Susan Wolf John Wood Pamela J. Wood annual report 2014-15 Mary K. Wyse Lisa K. Xanders Wendy Yang Yardi Systems, Inc. Tarsha L. Young Deborah A. Zimpfer In memory of William and Shirley Abernathy William E. and Shirley V. Abernathy Trust In memory of Anna Blair Sabrina Duffy In memory of Robert Boyd Janet Boyd In memory of Betty Burley Wendy Yang In memory of Virginia Gibeaut Albert Deidrich Kristen Dwyer Ruth Jobe John Wood In memory of Ethel Lauffer Mari Holcomb Dennis N. Shay In memory of Linda Milazzo Kathryn W. Meacham In memory of Dorothy New Judy Brinson In honor of Steve Bodkin Mike Coco In honor of Catherine Courey Michael Courey In honor of Sally Gallant Grace M. Lang In honor of Cynthia Jones Ray and Nancy Traub In honor of William Graves Teresa Brown In honor of Pamela Hill Pamela Hill Ronald Hill In honor of David Kayuha Nicole Moore In honor of Mary Jane Schiavone Jen Hutson In honor of Verdencia Stuckey Grace M. Lang In honor of Mark E. and Jane Thompson John Largent Senior Living Fund Dwight A. Bland Jody A. Dorrell Sally J. Grote Kyle T. Schumm Grant and Melissa Swemba Vicki E. White Sterling Plaza (Independence, MO) Cultivate Kansas City Stygler Road (Gahanna, OH) Van and Terri Ambrose Dorothy Barcio Daniel C. Fagan, Jr. Doris D. Francis Brent and Tracy Harbold Patricia Krayer Thom and Marcia Nelson David A. Shields Thomas and Jody Slemmer George and Kimberly Speidel David and Joanne Whiteman In memory of James Dinsmore Doris D. Francis In memory of Mary Shields David A. Shields Summit View Place (Niagara Falls, NY) Rosaria Cronwell Violet McIntyre Twin Oaks Plaza (Oak Hill, WV) Walmart Foundation Village at White Water (Anderson, IN) Madison County Women’s Republican Club Water’s Edge of Bradenton (Bradenton, FL) Laura L. O’Toole Westminster Place (Ponchatoula, LA) S&D Spicy Kitchen LLC Sandstone Foothills (Mineral Wells, TX) Sandstone Foothills Westminster Tower (Kenner, LA) Friends of Westminster Tower Santiago Fajardo (Fajardo, PR) Santiago Fajardo Village Residents Wheatfield Towers (Niagara Falls, NY) Colleen Shanahan Wheatfield Towers NATIONAL CHURCH RESIDENCES LEGACY SOCIETY MEMBERS July 1, 2014–June 30, 2015 The Legacy Society recognizes donors who have named National Church Residences as the beneficiary of a planned gift. Jane Baumann Joyce Bohon The Heather S. Brown Estate & Trust Roberta Nalven Burke Memorial Fund Joseph and Margie Davis Ruth A. Dean Lee Dohrman George Earll Jay and Barbara Early Harold Estes Grace Gardens Betty D. Glenn Doris Greer John Hamlin Patricia Hartle Marcia Heise Rowland J. Hill Paul and Jeanne Hommel Eileen Hughes Elizabeth “Betty” H. Hutchins Memorial Endowment Mary Ann Hydell John J. Jesko Karen K. Jesko Richard Kendle Don Kerry Fran Kigans Martha Kohr Estate Gordon Mathie Charlotte McCormick Frank L. McFadden Alice McKay Grover Melligan Estate of Joyce Myers Mildred E. Newcomb Helen Nickelson Michael and Vonnie Noll Mary Rexroad John and Frankie Rinehart Jean Roberts Richard and Ann Royer James and Marilyn Scanlan Rosann L. Severding Virginia Siefert Thomas and Jody Slemmer Ruth Smart Estate Charlotte Smith Estate Imogene Smith Ruth E. Stabler John and Marge Steva Lewis and Wanda Stratton Ivan E. Sumey Rosi Syphers Earl and Patricia Todt Emma Wipert Otto and Elaine Zingg NATIONAL CHURCH RESIDENCES CORNERSTONE SOCIETY MEMBERS July 1, 2014–June 30, 2015 The Cornerstone Society recognizes donors who contribute $1,000 or more in cash or in-kind gifts during the fiscal year. Air Force One Alice and Robert Estrich Fund of The Columbus Foundation Sean and Teresa Allton Van and Terri Ambrose Lynn Anderson Anonymous Area office on Aging of NW Ohio Bank of America Bank of America Matching Gifts Barnes & Thornburg LLP Belfor USA Group Inc. Belmont County Jobs & Family Services Berardi & Partners, Inc. Rex and Karen Berney Robert and Shelley Bishop David and Sally Bloomfield Steve and Leslie Bodkin Belle M. Boles Christina Borror Kimberly J. Bowyer Bristol Village Arts & Crafts Guild Bus Service Inc. Margaret Butler BV Computer Club Betty Campbell Border Energy Cardinal Health CareSource Steve and Lisa Casciani Central Ohio Primary Care Lorrie Clark ClearPath Benefit Advisors, LLC Ruth Copelan Jeffrey L. and Lorie Copeland Cultivate Kansas City Dr. and Mrs. J. Terrence Davis Delaware County Foundation Daniel Diehlmann Bill Dillehay Doug and Susan DiMickele Direct Supply Bryan and Erica Drewry David and Lynne Driver Daniel C. Fagan, Jr. Falls River Concert, LLC, Summer Series Account Teresamae Faricy Federal Home Loan Bank of Cincinnati Fifth Third Bank Atlanta First Community Foundation First County Bank Foundation, Inc. Fred Fisher Gerald and Pamela Flegal Dr. William Form and Dr. Joan Huber Friends of Westminster Tower Frost Brown Todd Donald B. and Karen Gardiner Reverend Robert Gibson Betty D. Glenn Globe Furniture of Chillicothe, Inc. Greenbrier Development Edith Hahn Hamlin Capital Advisors, LLC Hamlin Capital Management Harry C. Moores Foundation George and Virginia Hartwell HealthPath Foundation of Ohio Susan Hesler Doug Himes, III Home Depot Foundation Reinelda E. Huck Joan Hull Huntington National Bank HW & Co. Industrial Roofing Services, Inc. John J. Jesko Karen K. Jesko Yvonne Jones Klinker’s Lumber & Builder’s Supplies Mary Ann Krauss Kresge Foundation Kroger Community Rewards Program Lancaster Pollard & Co. Mary and Robert Lazarus Fund of The Columbus Foundation Don and Jane Leach LeaderStat Robert and Kathryn Locke Lucas County Veterans Service Commission William and Joyce McCarthy George and Carolyn McConnaughey Merrill Lynch Mobilex USA Kent and Lian The Mulliner Pastor and Mrs. Gerald D. Murphy Helen E. Nagel National Affordable Housing Trust, Inc. Nationwide Insurance Foundation David and Michelle Norris Michael O’Grady Shawn P. O’Grady Ohio Capital Corporation for Housing Patrick and Sarah Ortlieb Osteopathic Heritage Foundation Greg R. and Alicia Overmyer PFS Group PharMerica Kenneth and Judy Pierce Plante & Moran, PLLC Porter, Wright, Morris & Arthur, LLP Prelude Systems, Inc. Ginni Ragan Randolph A. Jester Foundation Raymond and Alice Barry Fund of The Columbus Foundation Red Capital Group Jenny Lou Renkert Richard H. and Ann Shafer Fund of The Columbus Foundation Mark and Julie Ricketts Stephen and Maeva Rish Richard and Ann Royer Allen V. and Patricia Rupiper Ruscilli Construction Company National Church Residences has taken the utmost care in preparing this report. If errors or omissions occurred, please inform us by contacting Jennifer Osborne at josborne@nationalchurchresidences.org. Ryan Specialty Group James and Ann Savage James and Marilyn Scanlan Schaefer Fund of The Columbus Foundation Bob and Dodie Scott Shaw Industries Group, Inc. Sherwin-Williams William C. Shimp Thomas and Jody Slemmer Ethel Smith George and Kimberly Speidel Squire Patton Boggs LLP Richard and Mollie Stone Joyce Yvonne Stowers Lewis and Wanda Stratton The Boggs Fund at The First Community Foundation The Columbus Foundation The Garrett Hospitality Group, Inc. The Reinberger Foundation The Scotts Company Margaret Tillier Mark E. and Jane Thompson Toledo Community Foundation Pete Trombetti Kenneth and Karen Twinem Ultimate Software United Health Care Services, Inc. Upper Arlington Rotary Foundation Fund of The Columbus Foundation Steven and Marla Van Camp Vintage Inc. Peter and Ellen Vogel Walmart Foundation Walmart Store #2497 Robert and Wendy Walter West Virginia University Whitehall Bexley Rotary Danielle A. Willis Willis Jeffrey and Susan Wolf Betty Woolpert Yardi Systems, Inc. annual report 2014-15 u 23 NON-PROFIT ORG. U.S. POSTAGE PAID COLUMBUS, OHIO PERMIT NO. 1669 2335 North Bank Drive Columbus, Ohio 43220 614.451.2151 Local 800.388.2151 Toll free NationalChurchResidences.org A NN UA L R EPORT 2 014 -15 24 u annual report 2014-15