Allentown | Berks | Richland | Wyncote Phoebe
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ALLENTOWN | BERKS | RICHLAND | WYNCOTE PHOEBE ANNUAL REPORT OF GIFTS 2013–2014 ANNUAL REPORT OF GIFTS 2013-2014 “I am well satisfied with my apartment and the care and attention given, especially if something needs to be tended to. The entertainment is excellent with plenty of variety. I feel free to approach management and have always found them available, willing to listen and do what can be done.” Independent Living Resident, The Terrace at Phoebe Allentown 2 A MESSAGE FROM OUR PRESIDENT Friends of Phoebe, • Phoebe Wyncote received a 5-star rating from the Centers for Medicare & Medicaid Services We are so thankful for an for the third year in a row and was listed as abundance of blessings one of America’s Best Nursing Homes by during the past fiscal U.S. News and World Report. It was also the year. With the support of first continuing care retirement community our donors, volunteers, in Montgomery County to achieve the AFA’s friends, and employees we Excellence in Care status. continue to expand our services and serve more • Phoebe Allentown won the 2013 Reader’s people throughout eastern Choice award from The Morning Call in Pennsylvania while the Personal Care Home category. In the maintaining the highest summer we completed construction on a new levels of care. donor-funded patio at The Terrace at Phoebe Allentown, which provides residents with FROM OUR PRESIDENT A MESSAGE Phoebe continues to be the regional leader in a dedicated outdoor space. We also made dementia care. This year, Phoebe became the only renovations to Phoebe Apartments, enhancing organization in the country recognized with the the lobby and front offices to allow for a more Alzheimer’s Foundation of America’s Excellence comfortable experience for residents and in Care status for every one of its memory support families when meeting with Phoebe staff. neighborhoods. The Phoebe Center for Excellence Significant renovations to the Trexler Wing of in Dementia Care continues to work to create a the Health Care Center continue as well. well-coordinated network of innovative services, • At Phoebe Berks, donations fully funded the programs and support for Phoebe residents, acquisition of an ADA-compliant wheelchair- caregivers, family members and the community. accessible bus to allow residents with mobility issues to travel off the campus. Phoebe Berks Last year, we launched a new model of also won a People’s Choice Award from Berks rehabilitation services for individuals with County Living for Top Retirement Community. neurocognitive impairments called Neurocognitive Engagement Therapy (NET). This unique As we’ve expanded and improved our health care model incorporates an interdisciplinary team communities, we’ve also strengthened our pastoral of therapists, social workers, psychologists and care services. We recently hired a Dementia Care community life staff to provide the best therapy Chaplain who helped create a new program called Spirit experience for individuals with dementia. Alive for our dementia residents. The program is based on Montessori practices and combines multisensory Additional 2013-2014 highlights: experiences with music, prayer and life reminiscences. • At Phoebe Richland, we broke ground on a Phoebe Ministries was also named the Best Large dramatic addition to our campus: a personal Workplace in the Lehigh Valley by The Morning care facility featuring 72 studio and one- Call. As a further testament to our employees’ bedroom apartments (18 allocated to memory Phoebe pride, the 2014 Employee Giving support) and four semi-private rooms. The Campaign raised more than $75,000 for Phoebe project, which will be completed next summer, residents, with one facility—Phoebe Wyncote— will afford Upper Bucks County seniors access achieving 100% employee participation. to innovative care close to home. Phoebe ORG Richland also recently received the highest Thank you for being part of this successful, available 5-star rating from the Centers for rewarding year. Medicare & Medicaid Services and was listed as one of America’s Best Nursing Homes by U.S. Best regards, .PHOEBE. News and World Report. WWW Scott R. Stevenson, President and CEO 1 YOUR GIFTS AT WORK Charitable gifts to Phoebe Ministries make we were able to meet the ongoing challenges of it possible to fulfill our mission and enhance reduced Medicare reimbursements by providing the lives of the older adults we serve. We are more than $12 million in charitable care to so grateful for the many donors who make residents who would not have been able to afford contributions that support the care we provide. the care they needed. We were able to provide Unrestricted gifts offer Phoebe the ability to this unprecedented amount of charitable care use donations where they will have the greatest because of the generosity of our donors. impact on the lives of our residents. These gifts may be used to fund charitable care needs, Independent living residents at Phoebe support resident entertainment, or pay for costs Allentown and Phoebe Berks are continuing to related to Phoebe’s resident pets. learn with Dakim, a computer-based, game-like program that incorporates brain fitness into Offering charitable care to residents without their daily routines. Brain fitness is a cognitive personal means remains at the very heart of exercise program designed to improve cognitive Phoebe’s mission. During the past year, ability and memory. Through the support of donations for Dakim, Phoebe is able to offer this According to the Independent Sector, program to our residents at no cost. the value of one hour of volunteer time The time and talents offered by Phoebe’s in Pennsylvania was worth an average of dedicated volunteers are as essential as our $21.94 in 2013, which means that our donors’ financial contributions. Volunteers are critical to providing residents with meaningful volunteers contributed the equivalent of quality of life. In fiscal year 2013-14, 827 $1,200,930 to our residents. volunteers provided 54,737 hours of service to residents living at our communities. PHOEBE CHARITABLE CARE 2014 2013 Skilled Nursing $ 10,743,392 $ 10,133,647 Personal Care $ 1,113,875 $ 936,667 Affordable Housing $ 443,287 $ 405,733 Pharmacy/Other $ 153,457 $ 4,553 Total $ 12,454,011 $ 11,480,599 Increase in 2014 $ 973,412 $15,000,000 $12,000,000 $9,000,000 $6,000,000 $3,000,000 2008 2009 2010 2011 2012 2013 2014 2 Contributions & Trust Income Total: $2,325,280 Individuals 18% Estates 45% Businesses 12% Trusts 8% Churches 4% YOUR GIFTS AT WORK GIFTS AT YOUR Foundations 11% Organizations 2% Operating Revenues $116,575,000 Skilled Nursing 64% Other 1% Contributions 2% Investment Earnings 3% Personal Care 7% Independent Living 12% Pharmacy 11% Operating Expenses $113,730,000 Employee Wages and Benefits 57% Contracted Services 14% Resident Supplies 9% ORG Depreciation and Amortization 7% Other Expenses 8% .PHOEBE. Interest 2% Utilities 2% Insurance 1% WWW 3 2013-2014 GOVERNANCE AND LEADERSHIP VOLUNTEERS PHOEBE-DEVITT HOMES GOVERNING BOARD: FURNACE CREEK MANOR BOARD OF TRUSTEES: Martha C. Dodge, Chairperson The Rev. Daniel T. Moser II, Vice Chairperson Donald K. Long, Chairperson The Rev. Dr. Hilary J. Barrett Elizabeth Fiorini, Esquire, Vice Chairperson Robert Bertolette William Maurer, Secretary Dr. Peter E. Fisher Cheryl Bowers William C. Hacker Priscilla A. Graeff Alan B. McFall, Esquire Janet Miller, Resident Association President The Rev. Alan C. Miller Thomas Schmoyer Robert Miller, Treasurer Kathy Schweizer Brian R. Ott, Esquire Scott R. Stevenson, President/CEO & CFO Mitchell G. Possinger Susanne Zerbe Ronald L. Rider Donald A. Seibert, Secretary BERKS COUNTY STRATEGIC Dr. Deborah A. Sieger ADVISORY COUNCIL: Scott R. Stevenson, President/CEO & CFO Brian R. Ott, Esquire, Chairperson and Charles Williams Governing Board Liaison Ronald L. Bashore PHOEBE APARTMENTS BOARD OF TRUSTEES: Tammy Gore Martha C. Dodge, Chairperson William Koch The Rev. Daniel T. Moser II, Vice Chairperson The Rev. Stephen Ohnsman The Rev. Dr. Hilary J. Barrett Lee C. Olsen Donna A. Bollinger, Assistant Secretary Ronald L. Rider William C. Hacker Dr. George L. Rubright The Rev. Alan C. Miller Mary Walker, Resident Council President Robert Miller, Treasurer Carolyn Williams Mitchell Possinger Donald A. Seibert, Secretary BUCKS COUNTY STRATEGIC Scott R. Stevenson, President/CEO & CFO, ADVISORY COUNCIL: Assistant Treasurer The Rev. Daniel T. Moser II, Chairperson and Charles Williams Governing Board Liaison Larry C. Benner DEVITT HOUSE BOARD OF TRUSTEES: Tricia Bernecker Donald R. Snyder, Chairperson John Fosbenner The Rev. Sally Dries Ray B. Hausman Carolyn Herman The Rev. Ronald Krick The Rev. Joseph H. Lingenfelter, Secretary Wendy Raifsnider Gary Nottis Dr. Jon H. Schwartz The Rev. Ricky Phillips Philip W. Steeley Julie Rockey, Treasurer Larry L. Snook Scott R. Stevenson, President/CEO & CFO 4 AUDIT AND FINANCE COMMITTEE: Robert Miller, Chairperson Martha C. Dodge, Ex-Officio William C. Hacker James D. King William Koch, Jr. Marie K. McConnell, Esquire Donald Seibert Philip W. Steeley David D. Vassilaros, Esquire CHURCH RELATIONS COMMITTEE: LEHIGH VALLEY STRATEGIC The Rev. Dr. Hilary J. Barrett, Chairperson ADVISORY COUNCIL: Martha C. Dodge, Ex-Officio Dr. Peter E. Fisher, Liaison to the Governing Board The Rev. Dr. Becky J. Beckwith Sylvia Betz Gardner The Rev. Dr. Susan Bertolette Richard Daugherty The Rev. Dr. Deborah Rahn Clemens William Frederick Narda Druckenmiller Pamela A. Miles Stanley C. Harwick Bonita Miller William Hassler Joan Miller Moran The Rev. Daniel T. Moser II Barbara Ann Moyer, Phoebe Home Auxiliary The Rev. Jami Possinger President The Rev. Elmer Reinhold, Jr. Mike Ondra AND LEADERSHIP VOLUNTEERS 2013-2014 GOVERNANCE Deborah Scarpino EXECUTIVE COMPENSATION COMMITTEE: Robert Seibert Martha C. Dodge, Chairperson The Rev. Dr. David Charles Smith The Rev. Daniel T. Moser II, Vice Chairperson Dr. Joseph Vincent Alan McFall, Esquire, Former Chairman of the Craig Walls Board Ray Ziegler, Phoebe Terrace Resident Council Robert Miller, Treasurer President Donald A.