A L L E N T O W N | B E R K S | R I C H L A N D | W Y N C O T E PH O E B E ANNUAL REPORT OF GIFTS 2012–2013 ANNUAL REPORT OF GIFTS 2012-2013 “I am impressed by the overall caring and positive attitude towards the residents. If I were in the area, and needed a retirement community, I would choose Phoebe Ministries.” Phoebe Richland Health Care Center family member 2 A M F o P B C essAge roM ur resident And oArd hAir • Phoebe Allentown completed the first stage R of our repositioning effort by renovating the AI H East Annex in the Health Care Center and the C second level of The Terrace. D R A • Phoebe Richland received the Environmental O B Stewardship Award from Waste Management D of Eastern PA for measures we took to N A reduce waste, increase recycling, and educate T N employees. E D SI E Phoebe’s legacy of care continues to grow as well. R P Thank you for your gifts to Phoebe Ministries This year we launched the Phoebe Center for R over the past fiscal year! Excellence in Dementia Care, which has already U O created six signature initiatives to standardize M With your support, we have made great strides in best practices across Phoebe campuses and O R establishing Phoebe as the leader in senior care crafted a strategic plan to guide development of F in eastern Pennsylvania. In fact, more donors the Center. At the same time, we were selected as GE gave to Phoebe last year than any year since the sole recipient of The Alzheimer’s Foundation A S 2008—a 20 percent increase. We also benefited S of America (AFA) 2013 Brodsky Innovation E from a 23 percent rise in total dollars from M Grant, awarded to an innovative program or individuals, businesses, churches, foundations and A service that improves the lives of individuals with organizations. We would like to take a moment Alzheimer’s disease. to share a few highlights from the past year and to update you on what your gifts have helped us As our services have expanded, we have also accomplish. strengthened our pastoral care program. We recently added a part-time chaplain to work We are proud to report that we provided directly with the Phoebe Center for Excellence approximately $11.5 million in charitable care to in Dementia Care, expanded our outreach to residents who otherwise would not have been able the ecumenical and interfaith communities, to afford the care they needed. This is the highest and included our chaplains in the Phoebe Berks level of charitable care provided in our history, wellness program to provide spiritual assessment and we were able to achieve this level because of and holistic health support. the generosity of people like you. Phoebe also received two Distinguished Service Some 2013 campus highlights include: Awards from LeadingAge PA, the Pennsylvania • Phoebe Wyncote was listed as one of state association for non-profit senior services America’s best nursing homes by U.S. providers. MaryKay McMahon, Executive News and World Report and received Director of Phoebe Berks, was chosen as Leader the highest available 5-star rating from of the Year, and Phoebe Wyncote was awarded the Centers for Medicare & Medicaid the Innovation of the Year for its Change to Services for the second year in a row. Care Program. We are proud that Phoebe has now received both the Leader of the Year and RG • Phoebe Berks initiated a comprehensive O Innovation of the Year awards twice in the last E. wellness program to allow independent B three years. E living residents to stay in their homes O H longer and also launched a cross-campus We look forward to continuing this great P communication plan to better connect momentum with your help. Thank you again for all .W W with our residents. that you do for Phoebe Ministries and our residents. W 1 Y g W our iFts At ork Contributions to Phoebe Ministries are essential recipient of the 2013 Brodsky Innovation Grant, to fulfilling our mission and enhancing the quality which will be used to create a comprehensive of life for those we serve. Donors and volunteers rehabilitation program that engages individuals support the exceptional care and programming with dementia in occupational, physical and for our residents and enrich education for those speech therapies appropriate to their cognitive who serve our aging population. abilities, interests and needs. During the past year charitable gifts have Gifts not only assist Phoebe in serving the physical supported many special initiatives throughout the needs of our residents with dementia, but also Phoebe community. their spiritual needs. Pastoral care contributions have enabled the creation of a dedicated dementia Unrestricted gifts provide Phoebe with the ability chaplain position whose program takes a to use donations where they will have the greatest Montessori-based approach to worship that tells impact on the lives of our residents. These funds stories of faith in simple, multi-sensory ways. For are utilized across Phoebe’s services for a wide example, instead of just talking about Joseph and variety of uses such as to purchase specialized his coat of many colors, Chaplain Elizabeth Buss equipment, fund holiday and celebratory carefully wraps residents in a multi-colored prayer luncheons or support charitable care. shawl to engage them in the story. As charitable care needs at Phoebe continue Phoebe’s caring employees always provide to grow, gifts are critical to our commitment exceptional care, and this year they also to meeting this challenge. Phoebe’s ability to demonstrated their commitment to Phoebe’s provide this support means that residents without mission through an employee giving campaign adequate personal funds do not have to worry called “Charity Begins at Phoebe.” Staff about how to pay for their care, but can focus on contributed over $75,000 back to Phoebe, and enjoying their later years. During the past year three times as many employees made gifts than we provided $11.5 million in charitable care for the previous year. residents, the highest level in our history. Volunteers contributed more than 49,000 hours Phoebe’s devotion to caring for seniors is also of their time and talent to Phoebe last year. evident in our dedication to innovation. One According to the Independent Sector, the value of example is a new program and associated research one hour of an average Pennsylvanian’s volunteer made possible by a grant from the Alzheimer’s time in 2012 was $21.25. Volunteers contributed Foundation of America. Phoebe was the sole the equivalent of $1,041,483.75 to our residents. Uncompensated Care Summary 2013 Skilled Nursing $10,133,647 Personal Care $936,667 Affordable Housing $405,733 Pharmacy/Other $4,553 Total $11,480,599 2 Contributions & Trust Income Total: $1,809,446 Individuals 25% Businesses 19% K R O Estates 29% W T Trusts 13% A S T F GI R U Churches 7% O Y Foundations 5% Organizations 2% Operating Revenues $110,526,000 Skilled Nursing 67% Other 1% Contributions 1% Investment Earnings 2% Personal Care 7% Independent Living 13% Pharmacy 9% Operating Expenses $107,467,000 Employee Wages and Benefits 57% Contracted Services 15% Resident Supplies 8% G R O Depreciation and Amortization 7% BE. E O Other Expenses 7% H P .W Interest 3% W Utilities 2% Insurance 1% W 3 e n F ndoWMents And AMed unds The following endowments are actively PHOEBE MINISTRIES supporting Phoebe and its communities: The Joyzelle Clark Fund The William J. and Jacqueline Davies Fund Charitable Care Endowment The Edward J. and Inez Donley Staff Charitable Care Endowment at Phoebe Home Skills Investment Fund Pastoral Care Endowment for Phoebe Berks The George and Cora Hausman Fund Pastoral Care Endowment Fund The Rev. Dr. Paul P. and Mildred K. Haas Fund Phoebe Berks Health Care Center Endowment The Sara K. Miller Perpetual Memorial Fund Phoebe Endowment Fund for The Jami and Mitchell G. Possinger Staff Skills Investment Pastoral Care Fund Phoebe Wyncote Bridgefund The Martha R. Seibert Fund Phoebe Wyncote Endowment Fund The Scott R. and Mary O. Stevenson Family Fund Phoebe-Devitt Homes General Endowment Fund The St. Pauls (Reading) Memorial Endowment Fund The following named funds are actively PHOEBE WYNCOTE supporting Phoebe and its communities: The Mary Carn Buchanan and PHOEBE ALLENTOWN William Buchanan, Jr. Fund The Dorothy Cooper Wyncote Endowment The Mary Carn Buchanan and The Rev. Dr. Earlin and Rev. Anna Deppen Lutz William Buchanan, Jr. Fund Family Endowment The Joseph E. and Marjorie S. Correll Fund The Winfield H. and Margaret W. Rosenberry Fund The Alban and Kathryn Eckhard Funds The Harvey and Elsa Farr Fund The Earl W. and Margaret S. Fegely Fund The following funds are planned The Groff Fund by donors for support of Phoebe The William H. Hacker Fund in the future: The Norwood N. and Doris M. Kern Fund The Dr. Ralph F. and Edith Iffland Merkle Fund PHOEBE ALLENTOWN The Miller Family Fund The Robert W. and Judith I. Miller Fund The Groff Community Life Endowment Fund The Roberta L. Miner Fund The Groff Circle of Life Endowment Fund The N. Richard and Elizabeth J. Radman Fund The Groff Pastoral Care Endowment Fund The David and Nancy Renshaw Fund The Paul K. and Madlyn A. Haines Fund The Rose E. Shafer Trust Fund The J.O. Steeley Family Fund PHOEBE BERKS The William J. and Jacqueline Davies PHOEBE BERKS Charitable Care Fund The Rev. Joseph H. and Virginia C. Miller Fund The William T. and Amelia G. Davies The Irvin I. and Ruth B. Oswald Fund Charitable Care Fund The Rev. Dr. R. Howard and Doris Paine Trust Fund The Howard S. and Pauline L. Katzeman Fund The Walter L. Miller Building Fund The Rider Family Endowment for Pastoral Care PHOEBE MINISTRIES The Gladys Wadsworth Fund The Anna Kuba Staff Education Fund Please note: Phoebe Home is now called Phoebe Allentown Health Care Center 4 S D N U F D E M A N D N A S T N E M W O D N E “The main thing I can say is the nursing staff is excellent in G treating my father and in communicating with me in R O E. any situation. The aides are very friendly, and they will B E O come to talk to us if they see anything.” H P .W W W Phoebe Wyncote family member 5 P C C hoeBe enturY irCle The Phoebe Century Circle pays tribute to leadership donors who encourage and Mr. & Mrs. John J. Remaley sustain our daily work with annual gifts Senior Citizen Group - Bakers, Confectioners, of $1,000 and more. Tobacco Workers Unit Union UCC (Neffs) VISIONARIES ($25,000 +) BUILDERS ($2,500 - $4,999) Anonymous Alzheimer’s Foundation of America Anonymous The Century Fund Bachman Roofing, Building & Remodeling, Inc. Cura Hospitality, Inc. Mr. Robert G. Bertolette & Rev. Dr. Sue Bertolette Faith UCC (Allentown) + Mr. & Mrs. David K. Bilheimer Mr. & Mrs. Glenn Bonney LEADERS ($10,000 - $24,999) Mr. & Mrs. Wendell L. Byler Campbell, Rappold & Yurasits, LLP Anonymous Citizens Bank ARAMARK Corporate Environments, Inc. Arbor Insurance Group, Inc. Dr. & Mrs. Peter E. Fisher Ms. Janet Bailey Mr. John A. Frack Dolan Construction, Inc. General HealthCare Resources, Inc. L. R. Webber Associates, Inc. Mr. Brian P. Gregory Morefield Communications, Inc. Health Network Laboratories Mr. & Mrs. Ronald L. Rider Kraemer Schurman Advertising & Design Mrs. Virginia O. Schlechter LarsonAllen LLP Stevens & Lee Latsha Davis & McKenna P.C. Toshiba Business Solutions Ms. Sandra A. Massetti Harry C. Trexler Trust McKonly & Asbury, LLP Mr. & Mrs. Joseph M. McMahon FOUNDERS ($5,000 - $9,999) MobilexUSA Anonymous The Erwin J. and Gertrude K. Neusch Fund of the Mrs. Lois J. Bastian Lehigh Valley Community Foundation Ms. Martha C. Dodge New Tripoli Bank Ebenezer UCC (Laurelton) + Norris McLaughlin & Marcus, P.A. Mrs. Sally Eisenhauer Orion Development Advisors, LLC Atty. & Mrs. Edward A. Fedok ParenteBeard, LLC Mr. Michael L. Fichera & Mrs. Lisa B. Fichera Mr. David Pier & Mrs. Michell Staska-Pier Mr. John M. Gardner III & Mr. Mitchell Possinger & Rev. Jami Possinger Mrs. Sylvia Betz Gardner Renaissance Consulting Group, Inc. Mr. & Mrs. James R. Garraway, Sr. Mrs. Margaret Rice Highmark Blue Shield Schneider Downs & Company, Inc. The Charles H. Hoch Foundation Seidel Family Fund of the Berks County Mr. & Mrs. Richard G. Lang Community Foundation Mr. William G. Lutz Specialty Claims Services, Inc. MFP Strategies St. John’s Reformed Church of Sinking Spring National Penn Investors Trust Company St. John’s UCC (Slatington) The Neffs National Bank St. Paul’s UCC (Fleetwood) New Castle Lawn & Landscape Mr. & Mrs. Scott R. Stevenson Ms. Betty Mae Pasternak Tustin Mechanical Service Mrs. Adele S. Reider Utilitech, Inc. Warfel Construction Company 6 MEMBERS ($1,000 - $2,499) Heartland Settlement Company PPL Heintzelman Funeral Home Inc. Radio Maintenance, Inc. Anonymous Hollenbach Construction, Inc. Ran Flooring Distributors Mr. & Mrs. Frederick E. Hope UCC (Allentown) Mr. & Mrs. Antonio Roman, Jr. Bartholomew Huffs Union Church (Alburtis) Mr. & Mrs. Stephen D. Richart Bayada Home Healthcare Mr. & Mrs. Robert S. Johnson Mr. Andrew J. Rossi & Mrs. Mrs. Helen Benner Kistler O’Brien Fire Protection Revena M. Rossi Mr. Larry C. Benner E Mr. & Mrs. Robert Bennett Kiwanis Foundation of Mr. & Mrs. David A. Rung CL Mr. & Mrs. Joseph P. Berghold Allentown, Inc. Mr. & Mrs. Kenneth D. Sallade CIR Dr. & Mrs. Frederick Blumer Mr. William A. Koch Ms. Agnes O. Scherer Y R Rev. Dr. & Rev. Scott Rev. Ronald R. Krick Mr. & Mrs. David E. Seifert U Brooks-Cope Ms. Barbara B. Krumboldt Select Medical Rehabilitation NT Dr. & Mrs. Carl A. Lam Services, Inc. E Mr. & Mrs. Larry C. Brubaker C Mr. & Mrs. Mark Leffler Rev. Dorothy E. Shelly E Dr. Kelly O’Shea Carney & B Lehigh Valley Health Network Dr. Deborah A. Sieger, RN, LSW E Mr. Gary A. Carney O Liberty Property Trust Mr. & Mrs. Robert C. Simonson H Christ Church UCC (Norristown) P LifeStar Response Corp. Mr. & Mrs. Willard Snyder Church of the Good Shepherd Ms. Janet K. Little St. John’s UCC (Allentown) UCC (Boyertown) Rev. Anna Deppen Lutz St. John’s UCC (Emmaus) Mr. John F. Collins, Jr. The Liz Egner Group/ St. John’s UCC (Howertown) Conrad Siegel Actuaries RE|MAX of Reading St. John’s UCC (Nazareth) Contour Data Solutions, LLC Marion Prochazka Charitable St. John’s UCC (Richlandtown) Crestwood Associates, LLC Remainder Trust St. Thomas UCC (Bernville) Dr. Claire R. Delabar Mr. & Mrs. Adam Marles Sterner Insurance DesignPoint, Inc. Ms. Helen Marshall Mr. & Mrs. Gerald E. Strauss Mr. Arlan P. Dohrenburg Atty. & Mrs. Alan McFall Rev. Dr. & Mrs. Albert E. Teske Mr. & Mrs. William Donlan Mrs. Lois B. Miller Mr. Gordon Thompson* Mrs. Darlene Dorman Ms. Alice Anne Miller Mrs. Alyce W. Tokus Ebenezer UCC (New Tripoli) Mr. & Mrs. Robert W. Miller Trago Mechanical, Inc. Emmanuel UCC (Dorrance) Mr. & Mrs. Robert L. Moore Trinity UCC (Great Swamp) ESG Systems Ms. Joan Miller Moran Mr. Richard L. Walton Mr. & Mrs. Charles L. Fehr Mr. & Mrs. James R. Moser Mr. & Mrs. Dave Wanamaker First UCC (Easton) Mr.* & Mrs. Robert Nagle Weaver Roofing & Exteriors First UCC (Quakertown) Mrs. Ruth B. Oswald Ms. Kathy Weiss Fitzpatrick Lentz & Bubba PATHS-Physician and Tactical Ms. Kathryn E. Yen G. R. Klinefelter Healthcare Services, LLC Ms. Carol A. Ziegler Underwriters, Inc. Ms. Theresa Petrisky Mr. & Mrs. George H. Ziegler Georgia-Pacific Professional Dr. & Mrs. Raymond A. Phillips Mr. & Mrs. James F. Gregory Pleasantville UCC (Chalfont) Ms. Cheryl R. Grubb G R O E. B E O H P .W W W *Deceased +Church closed 7 t & e rusts stAtes S TRUSTS E T A Mabel A. Adams T S John A. Beard E & Raymond K. & Helen I. Berk S Lottie I. Brobst T S Rev. Dr. George A. Ehrgood & U R Sue Griffith Ehrgood T John Z. & Anna R. Harner T. Clayton Kantz Nelson W. & Effie R. Krauss Mary C. Laubach Adam S. Lenhart Norton L. Lichtenwalner Franklin H. Markley Marian E. Markley Lorraine M. Miller Norman H. Moyer Thomas B. Musser Mary Eaches Samson Jacob Schnader Warren S. Scholl Edward O. Steely Katie M. Ulrich Nellie M. Ulshafer Harry R. Woodmansee Ruth E. Zoll ESTATES Mandon J. Boyer Marie Burtner Joseph E. Correll, Jr. Pearl Eschbach Earl W. Fegely Michael Hnat Hazel M. Kramer Martha A. Mack Larry B. Parsons Violetta B. Rinn Bertha Irene Sassaman Julia-Ellen Smickle Ethan L. Trexler 8