11626A.indd 2 11/29/17 1:22 PM What’s Inside

2 2017 IMPACT IN COMMUNITY

4 DIAMOND HILL, A COMMUNITY GEM

8 FINANCIAL HIGHLIGHTS

6 MONSIGNOR HENDRICKS

11626A.indd 3 11/29/17 1:22 PM Mount Carmel Foundation 2017 Annual Report

Dear Friends,

At Mount Carmel Health System, we care for our patients and their families. But you, through your generosity, make that care possible. Because of you Mount Carmel is able to fulfill our mission of being a compassionate and transforming healing presence within our community.

Over the past year more than $5.6 million of your donations to the Foundation has been invested to support critical programs that change people’s lives every day in significant ways. That means you’re making a difference for people from all walks of life, including new mothers and babies through the Welcome Home Program Fund, nursing students through your contributions to Mount Carmel College of Nursing, terminal patients when you support the Hospice and Palliative Care Fund, and a host of others you’ll find inside this year’s Annual Report.

As Mount Carmel presses forward with the relocation of inpatient services from Mount Carmel West to the new at Grove City, we remain committed to serving the people of Franklinton — where Mount Carmel has its roots dating back to 1886. The $46 million investment in the campus there will benefit the community through outpatient, outreach and other services, as well as a freestanding . Enhancements to the campus will also support Mount Carmel College of Nursing — which is seeing record enrollment — and its mission to enable students to answer their life’s calling to become professional nurses.

We’re thankful for donors like Diamond Hill Capital Management, who, like many of you, found the meaningful intersection between their goal to do good in the community and the Foundation.

We’re also grateful for the long-term relationship we’ve shared with Monsignor Joseph Hendricks, who is stepping off our board after 12 years and countless gifts of grace. His incredible leadership on the aptly named 2011 Project Grace campaign to raise funds for the expansion and renovation of Mount Carmel St. Ann’s continues to bear fruit to this day.

We continue to be invigorated by, and grateful for, the first year of leadership Mount Carmel has enjoyed since the arrival last November of Edward Lamb, FACHE, as president and CEO. Ed’s leadership has strengthened the system’s ability to deliver the compassionate care that is fundamental to Mount Carmel’s mission, vision and values.

Most of all, we want to extend our gratitude — on behalf of our patients, their families, our colleagues and our physician partners — for your role in advancing Mount Carmel’s mission this past year and for years to come. We could not do it without you.

With Gratitude,

David Montgomery Deanna Stewart Board of Trustees Chair President Mount Carmel Foundation Mount Carmel Foundation

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The Sisters of the Holy Cross founded Mount Carmel more than 130 years ago. Today Mount Carmel Health System is a nationally recognized healthcare organization. The Mount Carmel Foundation is proud to serve as a conduit between Mount Carmel, you and our community, investing more than $5.6 million of your donations in serving more than 1.5 million patients each year. Our commitment to, and stewardship of, your philanthropy remains strong. Your donations play a critical role in our ability to provide exceptional healthcare to all, including the most vulnerable. Together, we are making faith, health and healing a priority. Together, we are thriving and growing.

From our colleagues to our community, Mount Carmel Foundation-funded programs touch hundreds of thousands of lives each year. Our impact is not simply represented in numbers; it is represented in the lives we transform.

Mount Carmel Outreach touches countless lives in central Ohio every day. Those lives belong to homeless residents, who depend on the program to receive urgent medical care. The Mount Carmel Mobile Medical Coach administers care to 100 individuals daily. Our community health and social workers also provide situational counseling and referrals to 1,380 patients annually in the fight against opioid addiction. Additionally, our seasoned program volunteers comfort families facing end-of-life decisions for loved ones.

Our commitment to innovation and advancement continues with the state-of-the-art Mount Carmel Mobile Learning Center, funded 100% through philanthropy. In 2017, 191 students also received $403,000 in scholarships to the Mount Carmel College of Nursing, one of the largest baccalaureate nursing programs in Ohio. 90% of College of Nursing students receive financial support through the Foundation.

In these lives, and those we serve system-wide, we are a compassionate and transforming healing presence. Our goal is to be their most trusted health partner for life. And we can be, with your help. Join us. 90% of Mount Carmel College of Nursing students are financially supported through the Foundation.

100% newborn. nurse, to check on her from Amy, a Mount Carmel She stopped of the Mount Carmel a Welcome Home visit about the baby’s health. Zoe received quickly became concerned immediately started the exam she infant’s pediatrician. She Once Amy permission, called the and treated Mobile Learning and, with the mother’s They diagnosed the exam to the emergency department. threatening that they take the infant one week later. The life recommended and the baby went home team. for a viral by the emergency department Center was funded the newborn of the expert care provided different. was averted because would certainly have been situation program, the outcome Without the Welcome Home through philanthropy.

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11626A.indd 5 11/29/17 1:22 PM 1,380 people struggling with an opioid addiction get help from our community health and social workers.

Special volunteers facing help out very difficult in the ICU situation, situations by supporting a volunteer with their families difficult sat with loved ones. decision to the family In one volunteer withdraw life as they made is a retired support for the nurse, who their mom. chooses to support has experienced This others, as she loss and herself heals.

100 2,000 individuals per day Mothers and receive care from babies served by the Mount Carmel Mount Carmel’s Mobile Medical Welcome Home Coach team. program.

patients were recognized have both been served this year East and West & World Report, Mount Carmel by U.S. News Best in heart failure, as Regional ratings thanks to your “high performing” replacement and earned COPD and knee an cancer surgery, is thriving as colon Carmel St. Ann’s Carmel procedures. Mount center. Mount generous donations. regional medical hospital. award-winning recognized orthopedic a nationally on a brand-new, New Albany is underway is currently in Grove City. And construction Carmel hospital full-service Mount

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11626A.indd 6 11/29/17 1:22 PM Diamond Hill: A Gem for Mount Carmel and the Community

Just as a gem relies on having many facets to create value, “Diamond Hill’s mission is to serve our clients by providing so too does the relationship between the Mount Carmel investment strategies that deliver lasting value through a Foundation and Diamond Hill Capital Management. shared commitment to our intrinsic value-based investment philosophy, long-term perspective and disciplined approach,” “Creating long-standing relationships is one of our key strategic Chief Executive Officer Chris Bingaman explains. “This is initiatives — for both our business model and our charitable consistent with our mission to establish an effective and giving,” says Tom Line, Chief Financial Officer for Columbus- meaningful charitable giving program that provides value to the based independent investment management firm Diamond Hill community.” Capital Management. “The relationship between Mount Carmel and Diamond Hill is well-established and enduring.” Julie McConnell, who chairs the firm’s charitable giving committee, notes that the Diamond Hill Capital Management Ric Dillon, Founder and Chairman of the Board for Diamond Charitable Foundation, which was established in December Hill, has been involved with Mount Carmel in one way or 2006 as a donor-advised fund of The Columbus Foundation, another for many years. Fellow Diamond Hill board member focuses its grants primarily on the needs of the local Jim Laird served on Mount Carmel West’s Development community and causes that are meaningful to the firm’s Committee, leading the fundraising effort for the Mount employees. The committee and Foundation place great Carmel Crime & Trauma Assistance Program. And Bill Zox, the emphasis on matching employee gifts to causes about which firm’s Chief Investment Officer — Fixed Income, served on the they’re passionate. Mount Carmel Foundation board, continuing the work started by his father and sister. “The committee listens to associates and seeks to align its focus with their personal philanthropy,” she says. “In this “The longevity of our relationships with Mount Carmel matters way, we forge a strong partnership of giving throughout the to us a great deal and it aligns with our focus on supporting the organization.” needs of the Columbus community,” Line notes. With 90 percent of Diamond Hill’s workforce in the greater Columbus area, employees and principals alike are able to donate their time and talent to community organizations like

Diamond Hill Capital Management is committed to helping ensure the good health of the community. Through the firm’s financial support of Mount Carmel’s new hospital in Grove City, thousands of patients and families in central Ohio will benefit from people-centered care delivered in the serene, healing-enhancing environment of the new state-of-the-art facility.

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11626A.indd 7 11/29/17 1:22 PM The longevity of our relationship with Mount Carmel matters to LifeCare Alliance, Faith Mission, Cristo Rey Columbus High us a great deal and it aligns with our School and others, where they feel their hands-on help is most needed. Diamond Hill team members also participate in several focus on supporting the needs of the charitable events throughout the year, including Pelotonia and the Columbus Alzheimer’s Walk. Columbus community.

In all, the Diamond Hill Charitable Foundation supports more — Tom Line, Diamond Hill Capital Management than 60 non-profit organizations whose needs are consistent with its preferred causes. Diamond Hill Capital Management, with approximately “Mount Carmel’s initiatives are clearly in line with the causes $21.5 billion in assets under management, provides we have identified as community needs,” Line says. Among investment management services to institutions and those are: individuals through mutual funds, separate accounts, » Children’s needs (hunger, family issues and pediatric care) exchange-traded funds and private investment funds. » Poverty-driven basic needs (food, clothing, shelter) Diamond Hill has been serving clients in central Ohio since 2000, providing investment strategies that » Healthcare (research and capital needs) deliver lasting value. » Education By participating in the annual Mount Carmel “The bottom line is, we want to provide our support in a way Foundation Golf Invitational at Pinnacle Golf Club in that makes a meaningful impact,” he says. “It’s a good feeling Grove City, Diamond Hill Capital Management enabled to know that Diamond Hill is helping Mount Carmel Mount Carmel College of Nursing (MCCN) students make a difference in people’s lives to answer their life’s calling to become professional and in the community.” registered nurses. With more than 90 percent of MCCN’s students receiving financial aid for their education, funds raised at the Invitational also help meet the demand for much-needed healthcare in the community — today and tomorrow — by providing scholarships and instructional technology.

Chris Bingaman, CEO, with Ric Dillon, Chairman of the Board, take pride in listening to and aligning their focus with their associates’ personal philanthropy.

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11626A.indd 9 11/29/17 1:22 PM Foundation Grateful for Monsignor Hendricks’ Labor of Love

“It was like a homecoming for me joining the board in orthopedic patient care tower was completed four years ago 2005,” says Monsignor Joseph Hendricks, who this year transforming Mount Carmel St. Ann’s into a regional medical is completing 12 years as a member of the Mount Carmel center that serves patients and their families throughout Foundation Board of Trustees. central Ohio.

Monsignor Hendricks first came to Mount Carmel West Most recently, he has provided significant input to raise 46 years ago as a deacon intern. Supervised by hospital funds for the new, $355 million, 210-bed hospital in Grove chaplain Monsignor Bennett Applegate, he enjoyed City, which is slated to open in 2018. chaplaincy ministry, but the diocese had other plans for the young priest, who early on displayed a gift for administration “I am very excited about the new hospital and want everyone that has served to further its mission. to understand how important Mount Carmel is in Columbus and in the region,” he says. “To me, the ‘Because of You’ “Over four and half decades, I have seen great changes slogan is more than just words. I’m gratified to know that at Mount Carmel, and it’s always been a special place with the West campus — where I first encountered the spirit and the wonderful mission of providing Catholic healthcare to compassion of Mount Carmel — will remain a very central anyone who needs it,” he recalls. “Mount Carmel’s mission part of the health system, providing emergency, outpatient, for the poor and underprivileged particularly resonates primary care and nursing education to the people of with me.” Franklinton and Columbus for years to come.”

Appointed to the Mount Carmel Foundation Board as a “I will miss serving on this board and will miss working so delegate for Bishop Fredrick Campbell, Msgr. Hendricks closely with the other trustees, especially Sister Barbara was instrumental in the success of Project Grace, the 2011 Hahl, whose Sisters of the Holy Cross initiated and have campaign to raise $5 million in philanthropic support for the sustained the mission all these years,” he says. “My service $110 million historic expansion and renovation of the Mount to Mount Carmel has been a labor of love, and I am grateful Carmel St. Ann’s campus. As general chair for Project Grace, for the opportunity to have made a difference.” Msgr. Hendricks oversaw fund raising for the campaign, which achieved milestone success. The new cardiac and

Monsignor Ordained in Columbus at St. Joseph Cathedral on May 27, 1972, Msgr. Hendricks’ gifts have been employed to administer at several institutions over the years, starting with parish Joseph schools and Bishop Hartley High School in Columbus before moving to Seattle. At Saint Thomas Seminary in Seattle he set up and directed a high school formation program for Hendricks young men considering the priesthood. He was recruited back to the Columbus Diocesan Through priesthood in 1979 and appointed to the Pontifical College Josephinum, where Msgr. Hendricks served in a number of capacities, including teacher and spiritual director. In 1982, the Years he was appointed Diocesan vice chancellor, serving Bishop James Griffin in administrative roles for nearly 22 years until he left as vicar general to concentrate on pastoral duties while continuing to serve the bishop as a staff advisor. Since 1997, Msgr. Hendricks has been pastor of Saint Brigid of Kildare in Dublin, where he lives.

He grew up in Columbus with his twin brother, who lives in Chicago, and his sister, who lives in Delaware with their mother. He attended Corpus Christi School, Columbus Aquinas High School and St. Charles College (Columbus) before completing his priestly formation at The Catholic University of America in Washington, D.C. He later earned a master’s degree at the University of Seattle.

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11626A.indd 10 11/29/17 1:22 PM Financial Highlights FISCAL YEAR ENDED JUNE 30, 2017 *unaudited The generous support of our donors has never before been more needed or appreciated. Thank you for helping us heal body, mind and spirit in the communities we serve.

FY2017 Contributions & Government Grant Revenue $4,142 (in thousands)

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11626A.indd 11 11/29/17 1:22 PM FY2017 Charitable & Government Grant Expenditures $5,587 (in thousands)

2017 ANNUAL REPORT TO THE COMMUNITY | PAGE 9

11626A.indd 12 11/29/17 1:22 PM Mount Carmel Health 6150 E. Broad Street Columbus, OH 43213

2017 Mount Carmel Foundation Board of Trustees

David Montgomery, Chair Linda Kaufmann, Immediate Past Chair Scott Grotelueschen, Finance Chair Su Lok, Nominating & Governance Chair Bob Ryan, Treasurer & Secretary Dr. Phillip Shubert, Allocations Chair John Trydahl, Communications Advisory Committee Chair

Dennis Adams Robert Dunn, Esq. Msgr. Joseph Hendricks Meaghan McCurdy Shawn Anderson Dr. Kathryn Gardner Jim Karam Teresa Sherald Joyce Brand Lisa Gutierrez Patrick Kelley Deanna Stewart Joshua Corna Dr. Mark Hackman Edward Lamb Nancy Whetstone Mike Curtin Sr. Barbara Hahl Retired Judge Richard Letts

We serve together in the spirit of the Gospel as a transformative and healing presence within our communities.

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