2013-2014 Annual Report - Rockwood Retirement Communities

2013-2014 Annual Report
A sense of community...
On behalf of your Board of Trustees, I bring greetings to the residents,
staff and families of Rockwood Retirement Communities. We all, including
the Board, do indeed have a “sense of community” for each other and for those
around us. How do I know that? A quote from Anthony J. D’Angelo really
goes to the heart of the matter: “Without a sense of caring, there can be no sense
of community.” When visiting the South Hill or Hawthorne campuses, I see
this sense of caring first hand as I watch the loving, compassionate interactions
between our staff and residents. It’s then that I am again reminded that the
greatness of our community stems from our love and concern for each other.
One of the ways that many of us express caring is through support of the
Residents’ Foundation, as shown through volunteer work and donations for
the “Stars We Honor” and “Neighbor for Neighbor” endowment drives. As a
longstanding Spokane organization, Rockwood demonstrates its care for the
greater Spokane community through its support of groups and events such as the Spokane Symphony, Christmas
Tree Elegance, At the Core, Relay for Life and the Alzheimer’s Association. Residents, staff and Board members
also enrich the Spokane community by financially supporting or volunteering for organizations such as, Meals on
Wheels, Shalom Zone, Second Harvest Food Bank, SNAP, and Family Promise.
A sense of community is created each day by Rockwood staff through their resident-centered care and
the abundant ways we support residents to live independently and with vitality, both within our Rockwood
community and beyond. It is with gratitude that I wish to recognize and say “good bye” to four of our truly
caring staff who are retiring soon and who have been such a big part of Rockwood: Executive Director of
Rockwood at Hawthorne, Jaak Juhkentaal (17 years); South Hill Director of Health and Wellness Services,
Sylvia DeWaard (16 years); South Hill Administrative Assistant, Judy Smith (18 years); and South Hill Director
of Social Services, Patty Thur (24 years). Thank you for your contributions to Rockwood!
Thank you to all of you who, through an active and involved sense of community, make Rockwood
Retirement Communities a wonderful place to live and to work.
Greg Plummer
Board Chair
Board of Trustees
John Barber
Rev. Dale Cockrum
Keith Gehr
Maureen Green
Jean Jalufka
Dennis Kifer
Bob McDonald
Connie Milton
Bill Moore
Camilla Mounts
Greg Plummer
John Richards
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Brent Stanyer
Elizabeth Szombathy
Our history of philanthropy goes back to our beginnings. Our dedication to serve
extends to our residents, families, staff and our greater community. Throughout this
Annual Report, we share the highlights of our service that enriches our communities.
Not too long ago a resident at our South Hill Campus came up to me and asked
me what I thought were the benefits of The Summit expansion. I proceeded to rattle
off a well-rehearsed stream of wonderful amenities that would soon be available
for all to enjoy, only to be cut off mid-sentence with her opinion on the matter.
While acknowledging that what I had mentioned will surely be nice, she adamantly
proclaimed that the very best part will be the approximate 100 new residents joining
us. This is clearly a person who understands that the social benefits of living at
Rockwood are one of its greatest strengths.
Connecting with one another meets a very fundamental need we all have. Yes,
some seem to need more of this than others, but where would any of us be without
the opportunity to exchange a smile, to extend some compassion or to share a fond
memory or two? True, the meals we eat each day provide the fuel we need to keep our
bodies going, but what about the sustenance needed to keep the spirits high and to
make one eager to greet a new day?
Rockwood Retirement Communities provides a wonderful platform for social interaction to flourish. Much of this
happens without staff involvement…our residents are a highly creative and imaginative group! But we also help the effort
along with a myriad of activities and experiences thoughtfully provided to broaden the opportunities to connect.
The way in which Rockwood residents and staff reach out to the broader Spokane community is another aspect of
“sense of community” and one which makes me personally proud. In the pages that follow, you will read about a variety of
endeavors that were undertaken to serve and benefit fellow Spokanites. Whether it be Hawthorne residents busily working
to bring their second Quilt of Valor to completion or raising money for the Spokane Symphony to sustain this treasured
community amenity for another year, it’s clear our residents see the benefit of giving of themselves in order to benefit the
greater community.
So, with completion of The Summit right around the proverbial corner, it is no small wonder that current South Hill
residents are looking forward to having so many new residents; there are friends to be made and so many wonderful things
to do together!
Alan Curryer
President & CEO
Leadership Team
James Maxwell
V. P. of Finance
Andrew Gorton
Exec. Dir. of Resident
Services at Rockwood South Hill
Dan DeBoise
Executive Director of Health
and Wellness Services at
Rockwood South Hill
Eowyn Sallis
Director of Marketing
Steve Smithmeyer
Director of Human Resources
Jaak JuhkentaalBrusan Wells
Exec. Dir. for Rockwood at
Hawthorne
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Director of Development
Stitch Clique
Caroling
Resident Snapshots
The phrase “A sense of community” can apply to a
small or large gathering, area, structure or setting. But it
is the belonging and commitment to a community that
motivates us to connect and provides the richness in
that phrase. Within our campuses, we strive to create a
rich sense of community of which our residents proudly
call home. The social fabric of interpersonal
relationships are seen each day in
the many ways staff and
Honor Flight
residents interact together
for the good of Rockwood
and the greater Spokane
community. Through our
social accountability efforts,
we track volunteer services
of residents and staff on and
off our campus. In this fiscal
year, Rockwood tracked 12,372
hours of volunteer service.
Here are some highlights of our
volunteer service we’d like to share.
In September of 2013, the Spokane residents and
service personnel gathered to celebrate one of our own
heroes who was chosen for the Inland Northwest Honor
Flight to travel to the WWII memorial in Washington,
DC.
Rockwood South Hill resident,
Robert Munk, was greeted
back home in Spokane by
countless caring citizens and
members of the military to
thank him for his service to
our country.
With holiday spirit,
Rockwood South Hill
residents and staff formed
a choir to go caroling
floor to floor in The
Ridge and to lead a
huge caroling party
at the Community
Center. Rockwood at
Hawthorne residents
and staff do a similar event by
caroling through the hallways of The Manor,
bringing holiday cheer and sharing the compassion to the
season to one and all!
Christmastime in Spokane would not be complete
without Christmas Tree Elegance (CTE) and the
Holiday Pops concert performed by the Spokane
Symphony. CTE is the largest fund raiser for the
Spokane Symphony and the residents of Rockwood
Retirement Communities’ Spokane Symphony
Associates have sponsored a tree and designed a
gift package for CTE for 11 years. In addition, the
residents of Rockwood Retirement Communities
Faithfully, the women of Stitch
Clique gather every other week, to
make warm hand crafted items that
are donated
to RSVP of Spokane County and The Wishing Star
Foundation. Hats, mittens and scarves are given to
homeless individuals and soft fleece blankets bring
comfort to children during their hospital stay. Annually,
this group makes over 200 items, and while their hands
are busy working, they delight in the gift of friendship
and knowing they are serving an important need in our
community.
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Spokane Symphony Holiday Pops
When Feathers Flourish
have underwritten the Holiday Pops concert for
the Spokane community for 10 years. Through
our residents’ on-going support of the Spokane
Symphony, our community has been enriched by
the talented musicians and musical culture that our
orchestra provides.
The Rockwood Elves stay busy most of the
year making handmade wooden toys that are
donated to Volunteers of America to be given to
homeless children or foster youth
as Christmas gifts. This dedicated
group of men and women meet
weekly to lovingly build more
than 100 items.
Race for the Cure and Relay
for Life are two cancer awareness
events in which the Rockwood
staff actively participate. Team
Relay for Life
Tutu’s and Tata’s and Team
Happy Feet helped to rally our community to raise
funds and awareness for the fight against cancer. Yannick
Droogmans agreed to shave his head when we met our
team fundraising goals!
In May of 2014, “Where Feathers Flourish”
highlighted the “wild side” of Rockwood South Hill.
Our 90 acre, park-like campus is home to 398 residents,
as well as deer, turkey, owls, song birds, marmots,
coyotes, moose, ducks, squirrels, chipmunks, and a wide
variety of vegetation. Residents hosted and participated
in a daylong event that taught them how to co-exist
with the animals, to identify the variety of plants and
trees on campus, and how to be good stewards of our
environment with recycling and worm composting.
The event even included a visit from a real wolf, and a
Quilts of Valor
great horned owl!
Partnering with Physical Therapy Associates,
Rockwood South Hill residents and staff stepped up
to both financially and physically help hungry school
children. Through At The Core, the hungriest children
at neighboring Lincoln Height Elementary receive
discreetly placed packs of food in their backpacks,
to sustain them over the weekends. Rockwood has
committed to helping 32 children for the 2014-2015
school year by sponsoring and delivering food packs to
the school each Thursday. We feel good knowing that our
youngest neighbors are getting some help from us which
helps them to do better in school.
In May of 2014, the residents and staff at Rockwood
at Hawthorne completed their second quilt for The
Quilts of Valor. This group meets quarterly to work on a
quilt. This group lovingly uses their talent to make quilts
that are given to combat service members and veterans to
provide comfort and healing.
5
The Summit at Rockwood South Hill
For over 6 years, Rockwood Retirement
Communities has been in the planning phase of a
new and innovative approach to retirement living.
The efforts of this planning came to fruition in
March of 2014, when we broke ground on The
Summit; Rockwood South Hill’s new 11-story
apartment tower that will open in 2016. This
centrally located tower will provide all residents
a myriad of new amenities and an exciting range
of expanded services. With the opening of The
Summit growing near, we are busy planning for a
new level of services and amenities at our South
Hill campus and the addition of approximately
100 new residents.
The traditional main dining area will be
replaced with multiple, restaurant-style venues
that include a casual café and coffee shop, a lively
bistro with display kitchen, a bar and lounge, and
a more formal signature dining area. We will also
expand to have outdoor dining venues and the
11th floor Skyview Lounge that will be great places
to socialize with friends and family while enjoying
a sweeping view.
Supporting residents physically, mentally and
creatively will happen in our expanded Library
with fireplace, the theater and educational center, a
dedicated art studio and our expanded exercise area
which includes a large group fitness room, state-ofthe-art Fitness Center and combined spa and salon.
Our residents will not only feel good, but they will
look great too!
The Event Center will expand the South Hill
campus’s ability to host large gatherings for special
dinners, entertainment, and community activities
and will include state-of-the-art audio and video
capabilities. The Event Center will open to an
outdoor plaza that overlooks a waterfall and pond
area, creating a lovely connection to our outdoor
surroundings. It will truly be a new perspective on
retirement community living.
6
Appleway Court
Appleway Court has become a welcoming place for area
seniors to live safely, comfortably and to engage in social,
educational and recreational activities right where they live.
On June 6, 2014, Rockwood celebrated the Grand
Opening of Appleway Court Phase II. With Phase II
completed, the 3 story building adds 24 additional units,
for a total of 62 affordable senior apartments in Spokane
Valley.
As you enter Appleway Court II, there are several
colorful raised planting beds on the patio which are
wheelchair accessible and each is equipped with a water
connection for ease of use. The planters offer residents a
great way to get outside to dig in the dirt and to provide
residents fresh flowers, vegetables and fruits during the
spring and summer months.
The Community Room is a beautiful open gathering
space with a wonderful large kitchen which the Greater
Spokane County Meals on Wheels program uses for Silver
Cafe lunch service.
Residents have also made the most of this new space
for resident-led exercise classes 3 times a week, bible study,
bingo, potlucks, karaoke, regular gatherings to watch sports
and many parties or holiday celebrations.
Heather Buckley is the Community Manager and
says that when she gives a tour, the current residents say to
potenial residents, “Come join us and be one of Heather’s
62 Grandmothers and Grandfathers!”
Introducing Dan DeBoise
We are pleased to announce Dan DeBoise as our new Executive Director of
Health and Wellness Services for Rockwood South Hill.
Dan has over 20 years experience in Nursing including working in hospital
acute care, as well as experience in long term care including skilled nursing,
assisted living and home health care. He received a Bachelor of Science degree
in Nursing (RN) from Washington State University and holds a Nursing Home
Administrator license from the State of Washington.
Dan was born and raised in Spokane and has lived in other west coast states
before returning to Washington. He and his wife enjoy the outdoors with their
family of seven children.
Dan has extensive history of community service including serving on several
local school boards, for Birthright of Spokane and was Board Chair and Cofounder of Spokane Institute of Conductive Education.
Dan DeBoise, RN-BSN
Executive Director of Health and Wellness Services
7
Financial Reporting
2013-2014 Expenses
2013-2014 Revenues
Health &
Wellness Services
29%
Food Service
13%
Housekeeping &
Laundry
4%
Independent Living
Services Fees
27%
Healthcare Services
50%
Plant &
Operating
Maintenance
14%
Interest
7%
General &
Administrative
10%
Insurance
& Taxes
4%
Other
5%
Housing & Occupancy
Appleway Court
Depreciation
14%
Contributions
4%
as of May 31, 2014
Rockwood at Hawthorne
Rockwood South Hill
Residences
Life Tenancy
Revenue
Other 10%
9%
Residents
50 100150200250300350400
50 100150200250300350400
62 total
103 total
368 total
54 total
107 total
403 total
20 Skilled Nursing
45 Skilled Nursing
20 Skilled Nursing
42 Skilled Nursing
29 Assisted Living
73 Assisted Living
29 Assisted Living
74 Assisted Living
26 Homes
165 Homes
36 Homes
211 Homes
62 Independent Living Apartments
28 Independent Living Apartments
85 Independent Living Apartments
54 Independent Living Apartments
22 Independent Living Apartments
76 Independent Living Apartments
8
Spokane United Methodist Homes
Summarized Consolidated Balance Sheet Information
($$$ in thousands)
2014
2013
2012
2011
2010
Cash and Investments
Property, Plant and Equipment
Other Assets
$ 14,341
72,840
81,206
$ 13,582
65,890
9,502
$ 14,001
62,850
8,078
$ 15,140
61,634
8,733
$ 14,683
57,758
6,620
Total Assets
$ 168,387
$ 88,974
$ 84,929
$ 85,507
$ 79,061
Current Liabilities
Long-term Debt and Other Liabilities
Deferred Revenue
Net Assets
$
$
$
$
$
Total Liabilities and Net Assets
$ 168,387
12,863
103,711
48,199
3,614
6,901
32,409
46,211
3,453
$ 88,974
4,485
34,881
45,405
158
$ 84,929
4,315
32,940
42,854
5,398
$ 85,507
4,339
34,228
41,101
(607)
$ 79,061
Summarized Consolidated Operating Statement Information
2014
2013
2012
2011
2010
$ 17,405
2,390
1,598
1,440
$ 16,787
2,793
815
764
$ 16,036
3,011
610
946
$ 15,548
2,453
1,064
502
$ 14,439
2,893
831
570
22,833
21,159
20,603
19,567
18,733
17,700
3,246
1,611
17,036
3,005
1,510
16,245
2,866
1,552
15,695
2,576
1,618
14,820
2,389
1,657
Total Expenses
Unrealized investment gains/losses,
pension-related changes other
than net periodic pension cost,
extraordinary loss on refinancing
and interest rate swap
22,557
21,551
20,663
19,889
18,866
(276)
(392)
(60)
(322)
(133)
474
2,776
(3,823)
5,922
2,026
Change in Unrestricted Net Assets
$750
$2,384
($3,883)
$5,600
$1,893
($$$ in thousands)
Fees for Services
Amortization of Entry Fees
Investment Income
Other Total Revenues
Operating Expenses
Depreciation
Interest
Spokane United Methodist Homes’ financial statements are audited by Dingus, Zarecor & Associates.
Copies of their audit opinion and of the complete audited financial statements are available upon request.
9
What a year we have had at the Rockwood Residents’ Foundation. The
Foundation raises and stewards donations for projects that enhance the lives of our
residents. Foundation grants enhance our surroundings and wellness programming,
assist residents who have outlived their funds, and honor our friends, neighbors and
Rockwood staff. With your generous donations, we are investing in a bright future for
us all!
The Foundation’s goals June 1, 2013 to May 31, 2014 were to focus on the
Residents’ Assistance funds, increase planned gifts, discuss the feasibility of a memory care unit at
Hawthorne, create a staff scholarship fund at Hawthorne and to continue the Community Benefit Fund for
unrestricted gifts. The list of accomplishments is too long to include in this letter.
A few of the highlights are:
• $319,829 was raised through events and individual donations
• $87,800 was received in bequests
• Four new planned gifts and four IRA roll-over gifts were added
The Foundation’s direct impact for our residents:
• We established the Rockwood at Hawthorne Scholarship and Education Fund for staff
• A feasibility study was conducted regarding a memory care unit at Hawthorne and findings were passed on to management for consideration
• $69,500 was granted to the Wellness programming
• $292,611 was granted to South Hill residents in need and $9,104 to Hawthorne for a one-month Medicaid shortfall
• At Hawthorne, we purchased a NuStep exercise equipment, a piano, roses for the Rose Garden, and two iPads for residents in Health Care
• $775 was granted and $3100 was pledged to the South Hill Ridge Resident Council
• Two staff members were granted support through the Employee Assistance Funds
The Foundation also:
• Revised the Foundation’s By-Laws
• Established an Investment Advisory Committee
• Established a 4% spending limit on all endowed funds within the Foundation
• Employed Vanguard to manage Foundation funds
• Conducted focus groups to determine the feasibility for a South Hill Enhancement Campaign
• Planned the launch of the $1,000,000 Neighbor for Neighbor Endowment Drive for
Resident Assistance at Rockwood South Hill
What a year!
What a generous community!
Thank you everyone!
Elsa Distelhorst
Rockwood Residents’ Foundation Chair
10
Mission: The Rockwood Residents’ Foundation’s role is organized to assist Rockwood Retirement
Communities in carrying out its mission and ministry – to provide excellence in service and housing to older
adults by promoting independence, wellness and lifelong vitality. To that end, the Foundation seeks and accepts
gifts from residents, friends, trustees and staff.
Annual Donors
Jason and Patrice Besler
Everett and Helen Best
June 1, 2013- May 31, 2014
Ray Betts
Tom and Deanna Bishop
Donations over $65,000
John Bouchard
The Estate of Will and Foxy Lorenz Donations of $999 - $500
Dr. Wayne Attwood
Ruth Boyce
Dave
and
Carol
Arnold
Jack and Fran Brewer
Donations of $16,000 - $10,000
Charles
and
Karlyn
Boppell
Judy Brooks
Frederick Alderson*
Jane Bowen
Dorothy M. Brown
Dr. Art* and Dr. Joan Craig
Liz Burroughs
Virginia L. Brown
The Estate of Anna Hearron
Margaret Clizbe*
Elise Chadwick
Shirley Shaw
Alan Darling
Jon and Cindy Chandler
George and Doris Dyer
Barbara Cilyo
Donations of $9,999 - $5,000
Dr. James and Dodie Gerding
Anita Cole
Larry and Lois Hayden
Jean Hales
Mary Jane Corliss
Carolyn Ringo
Jack Harvey
Marion Coulter
The Estate of Alvin and Jane Wolff Mary Heath
Jane Cunningham
Jean Jalufka
Alan and Missy Curryer
Donations of $4,999 - $1000
Kay Kamel*
Gary and Jennifer Dahl
Dr. Robert and Elaine Bariletti
The Estate of Louis and Margery Livingston
Joan Degerstrom
Jim Calderhead
Bob and Barbara Manning
Les and Donna Dieckman
James and Wanda Cowles
Dorothea Marshall
Dr. Bruce Dentler
Ed Craddick
Bill and Cheryl Papesh
Elaine Dimmel
Dan and Elsa Distelhorst
Jim and Marion Park
Rita Doran
Frank and Gayle Faha
Carla Peperzak
Marjorie Doyl
Stan and Jody Fergin
Don and Lavonne* Stier
Col. Clayton Findlay
David and Gail Duba
Dorie Swanson
Kay M. Freehill
Helen Durgan
Ken and Lee Swedberg
Elsie Graham*
Wally* and Velma Eastwood
Brusan Wells
Daryl and Jean Hagie
Helen Eldenburg
Dr. Elizabeth M. Welty
Harry and Inge Hendron
Elaine Emerson
Jerry and JoAn White
BJ Hulteng
Lois “Pat” Erickson
Mildred Inhofer
Gregory and Sharon Falk
Donations of $499 - $100
Dr. Hugh Johnston
Ellen Ferris
Pat Adams
Ladd Kafflen
William and Harriet Fix
Elma Allen
Bill and Mary Lutz
Mary Flowers
Anonymous
Todd Maddock
Hardy Freeman
Nancy Aston
Dr. William* and JoAnn* Marineau
Keith and Betty Gehr
Evelyn Augustin
Larry and Betty Morse
Joan Gilbertson
Cyril and Betty Baker
Ted and Barbara Morse
Sue Gilmartin
Ron and Ann Bailor
Jack Nyman
Audrey Gilpatrick
Maxine Barber
Merrill O’Brien
Bob Gray*
Betty Barker-Tiffany
John and Diane Packard
Dr. Joe Grismer
Arlene Behring
Ruth Pearson
Judy Grollmus and John Mendel
Stan Bennett
Mike and Tanya Rice
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Lee and Jody Sahlin
Dr. Richard and Connie Stacey
Sam and Harriet Van Wyck
Mark and Marion Hammer
Virginia Harger*
John* and Peggy Hasstedt
Steve and Bettie Herbison
Mary Hoesly
Minerva Hunt
Virginia Hunt
Kathleen Irwin
Lynn and Martha Jackson
Bill Jacobs
Jaak Juhkentaal
Michael and Neelima June
Brenda Jurich
Myrtle Kaul
Dr. Elizabeth Keeler
Genny Keeler
Hunter and Barbara Keen
Betty Kiemle
Pauline Kinkade*
Ann Marie King
Mary Pat Kirkpatrick
Chuck and Peg Leslie
Ed and Kay Lester
Mark and Mary Ann Lester
Betty Lukins
Norm and Roz Luther
Judith Lynn-Perez
Marjorie McDowell
Virginia Majer
Woody and Carol Matlock
Jim and Amy Maxwell
Irv and Anne Mills
Carl* and Connie Milton
Ted and Kathleen Montgomery
Susan Morris
David and Margaret Munger
Robert Munk
Lois Neswick
Kay Neupert
Jolene Nowakowski
Roy Nyholm
Pat* and Cecile Owens
Scott Patnode
Georgene Patten
Margaret Patterson
Bill and Connie Paulson
Marian Pearson
Guy and Sylvia Perham
Marjorie Peterson
Jean L. Pierre
Shirley Piffer
Greg and Sue Plummer
Dean and Betty Ratzman
Betty Rhoda
John and Mary Richards
Bill and Deborah Roberts
Bill Roberts
Agnes “Robbie” Robinson
Will* and Nan Roe
Kathryn Ross
Donald Santos
Audrey Schreiner
Micky Shannon
Bud Shaw
Mark Sheffels
Louis and Betty Simpson
Dick and Judy Smith
Eunice Snyder
Milt Snyder
Lunis Spears Jr.
Jan Spicer
Kenneth Spilker
Irene Stephens*
Lorna Stevenson
Carol Stover
June Syverson
Frank W. Teas
Bea Thompson
Ray* and Louise Tower
Frank and Marjorie Tracy
Clara Fern Turner
Kent and Monica Wales
Rod and Carole Walker
Sandra Walker
Jerry and Bonnie Walmsley
John Warn
Bill and Marjorie Weed
Terry and Amy Wharf
Ruth Williams
Irene Winkle*
Neal Winkle
Dale and Beverly Woody
Anna Yentzer
Peter and Charlotte Yocom
Carol Ziegler*
Donations under $100
Alice Allbee
Gene and Kay Baker
Henry and Betty Bendix
12
Thomas and Marilyn Bennett
George Berquist
Bob Beschel
Ralph and Viola Boese
Keith* and Betty Brandon
Dorothy Brown
Dale and Joanna Cockrum
Jean Dalberg
Christine Dannunzio
Brad and Sylvia DeWaard
Leo and Mary Driscoll
Chuck Endahl
Earlene Forry
Gene and Nadine Gerkey
Mina Gokee
Andrew and Debbie Gorton
Don and Edith Haber
Jeanne Hannes
Rosemary Hawk
Jim and Sally Hoppe
Allyn and Louise Hughes
John Hyler
Alice Kennedy
Susan Kennedy
Gary Ludke
Celia Lundin
John and Constance Luth
Spike and Molly Lynch
Tom and Tina Mackenroth
Jim and Mary Ann McCurdy
Kathryn Ann Mautz
Mildred Meserve
Chris Mikkelsen
Cornelia Milton
Correen Morrill
Lora Morris
Judy Pearson
Julian Powers
Dale and Mary Ralston
Howard and Lois Redmond
Marian Reser-Brown
Karen Robertson
Mary Rothweiler
Mary Rutherford
Eowyn Sallis
Jane Schwer
Betty Scott
Earl and Patricia Scott
Steve and Sandy Smithmeyer
Linda Takami
Joann Taylor
Sue Travis
Ann Tuling
Jim and Nancy Tuohy
Lisa VanMansum
Jim and Donna Weller
Frances Williamson
Thomas Wolfe
Eleanor Woody
*Deceased.
If we have inadvertently
left your name off this
list, please contact the
Foundation’s Director
of Development.
The O. W. Young Legacy Society
To become a member of Rockwood’s Legacy Society, you need only inform the development office that
the Rockwood Residents’ Foundation is included in your estate planning. By doing so, you allow us to thank
you in person, to honor you in our annual report publication, and to invite you to be our guest at the annual
Donor Appreciation event.
Residents who have included Rockwood Residents’ Foundation in their estate plans through their wills,
bequests, charitable trusts, charitable gift annuities, insurance policies, beneficiary designations or other life
estate options are:
Nancy Aston
Mignonette Bond*
Virginia L. Brown
Glenmar Childers
Dr. Art* and Dr. Joan Craig
Margaret Cunningham*
Alan and Missy Curryer
Clara E. Davis*
Dan and Elsa Distelhorst
Mary Flowers
Neal* and Helen* Fosseen
Anne and Bernie* Fox
Dorothy Haenle
Mark and Marion Hammer
Miriam Hatch*
Anna Hearron*
BJ SHulteng
Anne Jensen
Dr. Hugh Johnston
Myrtle Kaul
Genny Keeler
Alice Kennedy
Enid Kiefer*
Merle Lepouce*
Chuck and Peg Leslie
Louis* and Margery* Livingston
Will* and Foxy* Lorenz
Jim* and Sue Morris
Linda Moulder
Donald and Margery* Norton
Alma Pearson
Earl* and Juanita* Peterson
Lois Sampson*
Roy* and Katherine* Snipes
Caroline Sollid*
Lorna Stevenson
Mary Vermeers
Kent and Monica Wales
Rod and Carole Walker
Dr. Elizabeth M. Welty
Margaret Williams*
*Deceased
Italicized names designate new
O.W. Young Legacy Society
members as of 5/31/2014.
If we have inadvertently left your
name off this list, please contact
the Foundation’s Director of
Development.
Cumulative Lifetime Donors
through May 31, 2014
Total Lifetime Gift from the Estate of
Will and Foxy Lorenz in excess of $792,000
Developers
Donors with lifetime giving in
excess of $250,000
The Estate of Catherine Bernhard
The Estate of Merle LePouce
The Estate of Earl and Juanita Peterson
Sustainers
Donors with lifetime giving between
$249,999-$100,000
Eugene* and Romaine Clouse*
The Estate of Neal and Helen Fosseen
The Estate of Gus and Betty Gustafson
George* and Helen Ingraham*
The Estate of Louis and Margery Livingston
Ausey H*. and Betty* Robnett
Jim Schafer*
The Estate of Margaret S. Williams
13
Sponsors
Donors with lifetime giving between
$99,999 - $50,000
Frederick Alderson*
Avis Brown*
Leo* and Catherine* Drewiecke
Robert W. Downing*
Mary Flowers
Vern Gates*
Dr. Hugh and Mary* Johnston
Jim* and Susan Morris
Stan* and June Olson
Lois Sampson*
Everett* and Bernadette* Sandburg
Dr. Elizabeth M. Welty
Charles Wooley*
Guardians
Donors with lifetime giving between
$49,999 - $25,000
Bud* and Avery* Anderson
Grayce Bartlett*
Mignonette Bond*
Clinton* and Elizabeth* Corliss
Clara Davis*
Miriam Hatch*
John* and BJ Hulteng
Ted and Barbara Morse
Roy* and Katherine* Snipes
Eric* and Elizabeth* Tobert
Rod and Carole Walker
The Estate of Alvin and Jane Wolff
Patrons
Donors with lifetime giving between
$24,999 - $10,000
Dr. Wayne and Joy* Attwood
Virginia L. Brown
Martha S. Cargill*
Joseph* and Irene* Carter
James and Wanda Cowles
Dr. Art* and Dr. Joan Craig
Margaret Clizbe*
Margaret Cunningham*
Dan and Elsa Distelhorst
Marna Estep*
Frank and Gayle Faha
Stan and Jody Fergin
Kay Freehill
Larry and Lois Hayden
Dorothy Haenle
Harry and Inge Hendron
Daryl and Jean Hagie
Mary Hoesly
Claude* and Kathleen Irwin
Bud Jones*
Edwin* and Jean* Jordan
Hannah Joss*
Lasa* and Myrtle Kaul
Arlene Konn*
Norman Krey*
Thomas and Myrene McFarland
Jim and Carol Mitchell
Vona Neiswender*
Jane Newton*
John and Diane Packard
Alma Pearson
Ruth Pearson
C. Sidney* and Yvonne* Piper
Paul* and Dorothy* Schafer
Shirley Shaw
George* and Jean Shields
Donald* and Lillian* Sperry
Lorna Stevenson
Carl* and Helen* Turner
Members
Donors with lifetime giving between
$9,999 - $5,000
Patsy Bacon*
Tom and Deanna Bishop
Dr. Bob* and Liz Burroughs
Jim and Jeanne* Calderhead
George* and Barbara Cole
Alan and Missy Curryer
Rita Doran
Ed* and Virginia* English
Stan and Jody Fergin
Ellen Ferris
Dick and Judy Gammon
Loren* and Eleanor* Gothberg
Elsie Graham*
Virginia Harger*
John “Jack” Harvey
Helen Hazen-Rymond*
William* and Elsie* Hester
Stanley Hoffman
Jonathan Holloway
Anne Jensen
Robert and Elizabeth Joss
14
Ladd Kafflen
Reubin* and Dorothy* Kissler
Robert and Claire McDonald
Ed* and Betty* McWilliams
Bob and Barbara Manning
Dorothea Marshall
Ruth Nicolaus*
Carla Peperzak
Margaret Larson Robnett*
Wendell* and Jesse* Satre
Bob* and Helen* Shanewise
Caroline Sollid*
Dr. Richard and Connie Stacey
Phil* and Margie* Stanton
Kathryn Stiley*
Douglas and Mary Alice Stoner
Carol Stover
Ruth Thompson*
Norman* and Margaret* Wilson
Garrard* and Mary* Wyld
Kathleen Zuehlke*
*Deceased
If we have inadvertently left your
name of this list, please contact
the Foundation’s Director of
Development.
120,000
100,000
80,000
60,000
40,000
20,000
0
Expenses
Support to Rockwood at Hawthorne............$ 22,306
Administration and other.................................$ 20,778
Total Distribution for Need & Expenses......$ 43,084
Increase in Fund Balances...........................$17,540
Fund Balance at 5-31-14...................................$204,508
Rockwood Residents’ Foundation’s financial
statements are audited by Dingus, Zarecor and
Associates as part of the consolidated financial
statements of Spokane United Methodist Homes.
Copies of their audit opinions and the complete
audited financial statements are available upon request.
Special Purposes
Corner Store Fund
Deferred Gifts
Community Benefit Fund
Exercise for Fitness
Endowment Fund
26,507
26,404
Scholarship Fund
Contributions......................................................$ 39,743
Investment Income.............................................$ 18,900
Sales Income and other......................................$1,981
Total Income........................................................$60,624
Rockwood at Hawthorne
Residents’ Foundation Funds as of May 31, 2014
Total: $204,508
138,529
140,000
2,454 6,674 3,940
Rockwood Residents’ Foundation
Assets as of May 31, 2014
Total: $4,663,371
4,500,000 4,274,874
4,000,000
3,500,000
3,000,000
2,500,000
2,000,000
1,500,000
1,000,000
500,000
15
0
227,310
60,581
Interest in Gift Annuities
Rockwood at Hawthorne Foundation 2014 Income
89,798 55,982
68,802
Employee Assistance Fund
Fund Balance at 5-31-14................................ $4,244,503
0
297,670
Cash Equivalents
Increase in Fund Balance ............................$ 171,109
500,000
Lasa Kaul Staff Development Fund
Support to Rockwood South Hill...................$ 402,502
Corner Store Purchases.....................................$ 6,993
Administration and other.................................$ 95,001
Total Distribution for Need & Expenses.......$ 504,496
1,000,000
1,152,111
Community Benefit Fund
Expenses
1,500,000
Trust Contributions Receivable
Contributions ......................................................$.280,776
Investment Income .............................................$.321,272
Sales Income and other.......................................$73,557
Total Income.........................................................$ 675,605
2,000,000
2,580,140
Deferred Gifts
Rockwood South Hill Foundation 2014 Income
2,500,000
Investments
RH Residents’ Benefit....................................... $9,204
RH Employee Support...................................... $3,652
RH Equipment.................................................... $9,450
RSH Resident Financial Support................... $292,611
RSH Exercise for Fitness Support.................. $69,696
RSH Equipment................................................. $16,414
RSH Community Benefit................................ $2,646
RSH Employee Support................................... $21,135
3,000,000
Residents’ Assistance Endowment Fund
RH (Rockwood at Hawthorne)
RSH (Rockwood South Hill)
Rockwood South Hill
Residents’ Foundation Funds as of May 31, 2014
Total: $4,244,503
Residents’ Assistance Endowment Fund
Highlights of 2014 Foundation Support for
Rockwood Retirement Communities
100,606
NonProfit Org
US Postage
PAID
Spokane WA
Permit #518
2903 E. 25th Ave.
Spokane, WA 99223-4992
www.rockwoodretirement.org
Rockwood South Hill & Corporate Office
2903 E. 25th Ave., Spokane, WA 99223
509-536-6650
Rockwood at Hawthorne
101 E. Hawthorne Rd., Spokane, WA 99218
409-466-0411
Appleway Court
221-225 S. Farr Rd., Spokane Valley, WA 99206
509-315-5762