Leading Through Generous t h e Way Gifts and Growth

Corporate Annual Report Fiscal Year 2011 Our mission is to provide older adults with caring and quality services toward the enhancement of physical, mental and spiritual well-being consistent with the Christian Gospel. PRESBYTERIAN RETIREMENT SERVICES OPRS COMMUNITIES OPRS FOUNDATION SENIOR INDEPENDENCE

Leading the Way David J. Kaasa President/CEO Board Chair Donald L. Malone Ohio Presbyterian Retirement Services (OPRS) has seen another successful year thanks to the generosity, time and talent of our donors, our volunteers and our staff. It is this sort of commitment that allows us to continually lead the way, enhancing the lives of our residents and clients while positioning ourselves for the future. Though another year has gone by where the economy has once again struggled, one thing is clear – OPRS remains a stable organization that consistently demonstrates its strength and commitment. In fiscal year 2011, OPRS Communities maintained a high occupancy rate and finished six major building projects. The completion of these projects was due in large part to the donations received by the OPRS Foundation, which raised nearly $7 million this fiscal year. Senior Independence continued to grow as well, serving more than 90,000 people and increasing its average daily census for its hospice program. With the OPRS mission as our guide, we will keep on leading the way in our industry. Through the ongoing devotion of our staff and volunteers, along with the generosity of our donors, OPRS will provide a greater quality of life for those we serve now, and Commitment to Community those we will be privileged to serve in the future.

Another way OPRS lives out its mission is through its ardent dedication to social accountability – the community benefit that is provided above and beyond the services that are paid for. Over the course of this fiscal year, $15,799,751 was given back in total community benefit. The highlights and stories of OPRS’ social accountability can be found in a separate report, which is a companion piece to the OPRS annual report. Community Benefit Report Fiscal Year 2011 Culture Leadership Awareness Work

The Value of an Ethics & Compliance Program

Since its founding in 1922, OPRS has worked hard to provide older adults with the best services, and its employees with the finest in employment opportunities. As a company, we hold ourselves, and all those affiliated, accountable for our actions. That’s why OPRS has made it a priority to create an ethics and compliance structure long before its peers. The organization also promotes a culture of respect where detection, resolution and improvement are key behaviors to quality. The core belief is that if employees behave ethically while openly discussing ethical behaviors and expectations, shared beliefs will soon become shared practices. Through ethics and compliance efforts, OPRS is doing its part to remain a business with exceptional morals and outstanding compliance, and therefore expanding its high standards of care.

2 • 2011 OPRS Annual Report Everything we do sends a message about who we are and what we value.

2011 OPRS Annual Report • 3 Ohio Presbyterian Retirement Services has defined the highest standards of quality of life for older adults. OPRS Communities offers options centered on quality of life, freedom of choice and spiritual growth for friends and neighbors. Senior Independence gives seniors compassionate care and services so they may remain safe and independent at home. Through the OPRS Foundation, every resident and client has benefited from private gifts. Many of our donors in the 21st century are carrying on a tradition of giving started by family members generations ago.

4 • 2011 OPRS Annual Report OHIO PRESBYTERIAN RETIREMENT SERVICES OPRS COMMUNITIES OPRS FOUNDATION SENIOR INDEPENDENCE

OPRS Communities, with an eye toward future generations, continued to enhance its campuses across the state through renovations, building projects and program development. These enhancements included the completion of The Veale Wellness and Aquatic Center at Breckenridge Village, the expansion of the Chalet Assisted Living building at The Vineyard on Catawba and the remodel of the Dorothy Love Health Care Center.

Senior Independence continued to expand by serving more than 90,000 clients, and the hospice program received perfect Ohio Department of Health surveys in each of its seven regions. In August 2010, The McGregor Group became Senior Independence’s third iPartner, and in January 2011 Redstone Highlands became the fourth iPartner. Also, the Southwest and Central Ohio Regions named to the HomeCare Elite list, which recognizes the top 25 percent of the nation’s home health agencies.

The OPRS Foundation raised nearly $7 million in total giving, while total assets, total endowment and number of donors each increased. One groundbreaking and three building dedications were held in fiscal year 2011, made possible by The Mission, The Vision, The Promise Capital Campaign. Also, an internal case for support was developed for overall fundraising operations, and a new OPRS Foundation mission statement, tag line and belief statements were launched on July 1, 2011.

2011 OPRS Annual Report • 5 CONSOLIDATED BALANCE SHEETS (000s omitted) Assets 2011 2010 Current Assets $ 114,857 $103,541 Property and Equipment Net 255,922 242,069 Assets (Use Limited) 15,238 23,435 OPRS Financial Performance Assets (Held by Third-Party Trustees) 9,516 8,190 (in thousands) Year Ending June 30, 2011 Other Assets 42,563 36,669 Total Assets $438,096 $ 413,904 Please refer to the chart to the right, which summarizes the OPRS operating results. Liabilities and Net Assets The following are comments specific to each operational component for fiscal year 2011: Current Liabilities $ 37,720 $ 34,663 Long-Term Debt 213,411 206,082 Retirement Community Operations – The CCRCs had an actual operating Refundable Entrance Fees 1,762 2,138 gain of $1,064,000 on net revenues of $139.7 million, which varied favorably from Deferred Entrance Fee Revenues 58,621 58,097 budget by $480,000. Although the CCRC corporate-wide census was below Other Liabilities 15,626 20,312 budget by 80.8 units (91.63% occupancy) as a result of the recessionary economy, Net Assets 110,956 92,612 the CCRCs were able to offset the majority of the revenue shortfall as a result of Total Liabilities and Net Assets $438,096 $ 413,904 positive expense controls.

Community Based Services Operations – Senior Independence had an Consolidated Statements of OPERATIONS actual operating gain of $2,695,000 on net revenues of $43.1 million, and a and Changes in Net Assets 2011 2010 favorable budget variance of $2,033,000. The favorable budget variances were in Net Operating Revenue $ 182,826) $ 171,186) the hospice program statewide and operating expense savings. Please refer to the Operating Expenses 179,067) 166,500) Senior Independence section of this issue for more information on community Gain from Operations $ 3,759) $ 4,686) based services. Non-Operating Revenues and Expenses, Net 358) 1,939) Excess of revenues and gains over expenses Non-Operating Gains (Losses) – In a difficult fundraising year, the OPRS and losses before unrealized gains (losses) Foundation achieved $6,696,348 in total giving. In addition, actual investment on investments and interest rate swaps 4,117) 6,625) portfolio performance, which includes investment income, realized and unrealized Unrealized gains (losses) on investments 5,812) 5,492) capital gains, varied favorably to budget by $7,626,421. Please refer to the OPRS Unrealized change in value of interest rate swaps 4,995) (4,855) Foundation section of this issue for more information on the Foundation and its (Deficit) excess of revenues and gains fundraising programs. over expenses and losses 14,924) 7,262) Temporarily and permanently restricted contributions and income 2,855) 2,839) Assets released from restrictions and other 565) (1,523) Increase (Decrease) in Net Assets $ 18,344) $ 8,578)

6 • 2011 OPRS Annual Report Employees 2011 Revenue Breakdown 3,056 3,033 2,957 3,058 3,013

Community Based Full-time Services 24%

Resident Care Part-time Medicare 11% Resident Care Private 51% Resident Care 2007 2008 2009 2010 2011 Medicaid 10%

Entrance Fees 4% 2011 Expense Breakdown Consolidated Statements of OPERATIONS and Changes in Net Assets 2011 2010 Net Operating Revenue $ 182,826) $ 171,186) Community Based Services 23% Operating Expenses 179,067) 166,500) OPRS 10-Year History The figures shown below reflect the Net Operating Gain (Loss), Depreciation 9% Gain from Operations $ 3,759) $ 4,686) Excess (Deficit) of Revenues over Expenses and the Total Assets of OPRS for the last 10 fiscal years. Non-Operating Revenues and Expenses, Net 358) 1,939) Net Operating Excess (Deficit) of Culinary Services 9% Excess of revenues and gains over expenses Fiscal Year Ended gain (Loss) Revenues Over Expenses Total Assets and losses before unrealized gains (losses) June 30, 2011...... $3,759*...... $14,924...... $438,096 on investments and interest rate swaps 4,117) 6,625) June 30, 2010...... $4,686*...... $7,262)...... $413,904 Unrealized gains (losses) on investments 5,812) 5,492) Community Operations Nursing 26% June 30, 2009...... 3,665*...... (9,095)...... 377,96 4 & Administration 8% Unrealized change in value of interest rate swaps 4,995) (4,855) June 30, 2008...... 3,709*...... (4,331)...... 377,408 (Deficit) excess of revenues and gains June 30, 2007...... 2,132*...... 10,237)...... 375,963 over expenses and losses 14,924) 7,262) Maintenance June 30, 2006...... 313*...... (653)...... 361,203 & Utilities 8% Temporarily and permanently restricted June 30, 2005...... (117)...... (119)...... 298,920 Marketing 2% contributions and income 2,855) 2,839) Interest 5% June 30, 2004...... 302*...... 2,961)...... 282,834 Assets released from restrictions and other 565) (1,523) Corporate Program Services 3% June 30, 2003...... (1,898)...... (3,178)...... 276,155 Increase (Decrease) in Net Assets $ 18,344) $ 8,578) O ce 4% June 30, 2002...... (792)...... (1,644)...... 247,548 Laundry and Housekeeping 3% * Net of a write-off of unamortized prepaid bond insurance of $2,404.

2011 OPRS Annual Report • 7 OPRS Communities serves more than 6,700 residents annually in its 11 retirement communities throughout Ohio.

8 • 2011 OPRS Annual Report JOUrNEY THRouGH AGiNG witH Joel Saturday Mornings 8-9 a.m. Columbus WRFD 880AM

Greater WHKW 1220AM WRFD 880AM Youngstown-Warren WHKZ1440AM David Schell Executive Director Listen on-demand at www.journeythroughaging.com Breckenridge Village

Culinary Accomplishments Best of the Best Grace Woods, a satellite campus of Breckenridge Village, attained exemplary A number of OPRS Communities have been voted “Best of the Best” by readers results in resident satisfaction for excellence in culinary services. The Culinary of their local newspapers. Receiving recognition this year were Lake Vista of and Nutritional Services department of OPRS Communities also continues to Cortland for best in assisted living, nursing, and rehabilitation; Breckenridge lead the way in culinary advancement by implementing cooked-to-order dining Village for best in Senior Living for the third consecutive year; Dorothy Love throughout its campuses. Currently, Breckenridge Village, Cape May Retirement Retirement Community for best retirement community and assisted living; Village, Lake Vista of Cortland, Mount Pleasant Retirement Village, Swan Creek and Rockynol for best senior independent living apartment provider. Retirement Community and Westminster-Thurber Community all offer Achieving Accreditation cooked-to-order dining. This year, Lake Vista of Cortland was accredited by the Commission on Advancing as Experts Accreditation of Rehabilitation Facilities (CARF) – Continuing Care Accreditation OPRS Communities began two new endeavors this year that have helped Commission (CCAC) of LeadingAge. Lake Vista became the ninth OPRS position OPRS as experts in senior services. The Journey Through Aging radio Communities campus to become accredited. Cape May Retirement Village program can be heard live Saturday mornings on three stations throughout and The Vineyard on Catawba are not eligible at this time. the state and on-demand at www.journeythroughaging.com. The program Outstanding Satisfaction is hosted by Westminster-Thurber Marketing Director Joel Wrobbel, and is a OPRS Communities routinely surveys resident satisfaction. According to fourth weekly conversation about the issues today’s seniors and their families are quarter results for fiscal year 2011, residents discharged from OPRS health care facing. Also, Breckenridge Village Executive Director David Schell has been a centers had an overall satisfaction rate of 94 percent and 95 percent would regular guest on the TV show Golden Opportunities in the recommend the community. area presenting on a variety of topics relevant to seniors. Participation in Research Study Deficiency-Free Dorothy Love Retirement Community, Breckenridge Village and Park Vista of Breckenridge Village achieved a deficiency-free Ohio Department of Youngstown participated in a TURN study with a research team from the University Health survey in February. Swan Creek Retirement Village also received a of Texas, to help determine optimal frequency of turning immobile nursing deficiency-free survey in March for the second consecutive year. home residents to prevent pressure ulcers. National Recognition Swan Creek Retirement Village and Park Vista of Youngstown were both named in the list of the nation’s top nursing homes by U.S. News & World Report. This was Swan Creek’s second consecutive year being named to this prestigious list.

2011 OPRS Annual Report • 9 OPRS Communities Financial Accomplishments The following significant accomplishments achieved during fiscal year 2011 contributed to OPRS Communities very positive operating results:

••OPRS reinvested more than $12.8 million ••Funded by capital campaign donations, The ••A new conference center addition was into its existing facilities system-wide Resident Life & Arts Center at Westminster- added to the OPRS corporate office and through property and equipment renovation Thurber Community was completed and was dedicated on May 11, 2011. The conference and replacement needs. dedicated on November 29, 2010. Amenities center includes a new boardroom, training ••The Park Vista Aquatic Therapy Pool, made included in this addition consist of a library, fitness room, several smaller meeting rooms, food and possible by capital campaign donations, was center, computer lab, life enrichment center, art meeting support area, exercise/wellness area, completed and dedicated on October 29, 2010. studio, indoor shuffleboard court and fireplace and state-of-the-art Web/media technology This addition has allowed Park Vista to add lounge, as well as meeting and office spaces. to support corporate Web conferencing and aquatic therapy to its rehabilitation and therapy ••The Veale Wellness and Aquatic Center was meeting capabilities. services for residents and the community completed and dedicated on January 20, 2011. ••The Reed Chapel, Kridler-Meloy Wellness at large. This center, made possible by donations from Center and Marsh Center at Swan Creek ••On October 19, 2010, The Vineyard on the capital campaign, consists of a large therapy Retirement Village were completed this Catawba celebrated the completion of the and lap pool, fitness area, physical therapy fiscal year. Funded by capital campaign expansion of their Chalet Assisted Living room, exercise equipment area, clubroom with donations, a beautiful chapel, exercise/wellness building. This project expanded the activity a fireplace and juice bar, massage room, game area, café, and main street connector between areas of the Chalet and added four assisted area, locker rooms and a connector to the the apartments and assisted living were added living suites. Breckenridge Village North Apartments. to the campus. OPRS Communities Capacity Independent Living Assisted Living Skilled Nursing ••Construction continues on the two-year ••Construction began on the Chapel Concourse 2,972 2,953 renovation and expansion project at at Rockynol, which was backed by donations 2,837 2,883 2,933 Breckenridge Village’s Fairmount Health to the capital campaign. 721 739 752 751 751 Center and Nason Assisted Living. This ••Construction also started on the expansion project was supported by capital campaign of the Lake Vista Health Center with a new donations and is scheduled to be completed in rehabilitation and therapy addition, which will 592 594 588 587 569 spring 2012. The project expands and relocates add 19 nursing beds to skilled nursing. the rehabilitation and therapy areas of the Fairmount Health Center, adds eight nursing units, increases the number of private nursing 1,524 1,550 1,593 1,634 1,633 beds to create a distinct skilled rehabilitation unit, and adds six additional assisted living apartments.

2007 2008 2009 2010 2011

CCRC Occupancy Skilled Nursing Admits and Discharges Capital Expenditures (000s omitted) 95.8% 94.7% $10,193 93.6% 93.2% $10,178 91.6% 3,209 3,166 Discharges $9,222 $9,417 $9,296 2,925 2,515

3,089 3,141

2,811 Admits 2,496

2007 2008 2009 2010 2011 2008 20092009 2010 20112011 2007 2008 2009 2010 2011 2011 OPRS Annual Report • 11 12 • 2011 OPRS Annual Report Senior Independence – Leading the Way Providing home and community based services to more than 90,000 older adults.

Hospice Grows and Receives Deficiency-Free Surveys iPartner, and on September 1, 2010 assumed the Greater Cleveland PACE During fiscal year 2011, Senior Independence Hospice provided care for 815 (Program of All-Inclusive Care for the Elderly) in collaboration with University patients and their families. The average daily census for hospice grew from Hospitals and Senior Independence. Redstone Highlands became the 125 last year to 213 this fiscal year. In August, Senior Independence Hospice fourth iPartner in January 2011 and began providing home care services in received perfect Ohio Department of Health surveys in each of its seven Southwestern Pennsylvania in April 2011. regions. This was hospice’s first survey since the program started four Family Satisfaction years ago. Surveys are mailed out to all Senior Independence clients and families. Home Health Recognized Nationally This year the results are similar to past years – 97 percent said they would For the fourth consecutive year, Senior Independence had two regions that recommend both Senior Independence adult day services and home health were named to the HomeCare Elite list, which identifies the top 25 percent to others. of the nation’s home health agencies based on performance measures in Volunteer Hours quality outcomes, quality improvement and financial performance. The Senior Independence volunteer coordinators work with the local communities regions receiving this recognition were the Southwest and the Central Ohio to recruit and retain qualified volunteers for hospice, senior centers and Regions. Additionally, Senior Independence won the 2011 Dorland Health Silver adult day centers. Volunteers have a huge impact on the programs that are Crown Award for providing exceptional services, products and information to provided in the adult day and senior centers, as well as giving support for the over-55 population. families and patients of the hospice program. Volunteer hours crossed the Toledo Adult Day Center Moves into New Home 30,000 mark in fiscal year 2011. The Toledo adult day center moved into its new home located within the Senior Impact Series J. Frank Troy Senior Center. The center was built in the heart of Toledo, on land The Central Ohio Region held its second annual Senior Impact Series with donated by the Warren AME Vision Empowerment Board, and will help in the more than 200 community stakeholders coming together to learn and discuss community’s efforts to expand services that benefit the area’s older adults. how local cities become age-friendly, and how to accommodate the needs of iPartner Program Grows an aging population. Presenters included Helen Hamlin, who works with the The iPartner program was launched in 2009 as a way to expand home and International Federation on Aging, the United Nations, and the World Health community based services nationally through partnerships with not-for-profit Organization, and Kathryn Lawler from Atlanta Regional Commission’s Area retirement communities. One year after signing as iPartners, Kendal Northern Agency on Aging. Executive Director Linda Artis presented the Senior Impact Ohio and Westminster Canterbury of Lynchburg are now Medicare-certified Award to Dave Paul, a convener of the Central Ohio Senior Roundtable. home health agencies providing home health services in their regions. In August 2010, The McGregor Group became Senior Independence’s third

2011 OPRS Annual Report • 13 Senior Independence Operational & Service Performance

Units of Service 565,310 Payor Sources for Units of Service

Passport 19%

Medicare Home Health 15%

Private Insurance 21%

Local Levy 12%

Private 24% Medicare Hospice 8%

85,825 Medicaid 1% 52,872 58,122 9,457 15,973 Transportation Adult Day Hospice Meals Home Health and Other (Trips) Care (Days) (Days) (Visits) 12,906 13,263

9,058 9,456 8,133

6,051 4,469 90,518 People Served Fiscal Year 2011 4,075

1,177 1,238 1,344 666 875 876 958

Care Senior Service Senior Flu Shot Meals Support Adult Day Groups caregiver WellnessClinics Exercise Emergency i Education Centers and Other Response Faith-BasedInitiatives Home Health Health Fairs Home Delivered Transportation Hospiceand Clients Families Coordination

14 • 2011 OPRS Annual Report 2011 OPRS Annual Report • 15 OPRS Foundation Leading the Way Thomas G. Hofmann President Board Chair Louise F. Pence fo r 25 ye a r s

Support for the OPRS mission has grown significantly since the OPRS Foundation was established in 1986 – more than $185 million has been given by generous people and organizations from all walks of life. As the OPRS Foundation celebrates its 25th Anniversary in fiscal year 2012, a look back at fiscal year 2011 shows continued strength and encouraging signs for future success:

••Despite current economic challenges, giving ••While the total number of major gifts has been ••One groundbreaking and three building performance in fiscal year 2011 held steady declining since the conclusion of The Mission, dedications were held in fiscal year 2011, made at nearly $7 million, while total assets, total The Vision, The Promise Capital Campaign in possible by The Mission, The Vision, The Promise endowment and number of donors each increased. 2008, deferred gifts have increased over the Capital Campaign. ••In fiscal year 2011, we continued our focus on past three years. The number of individuals research and planning, adapting our work who continue to make lasting commitments to in response to new economic realities. We our organization leaves us optimistic about the strength of future support. OPRS Foundation Total Giving Performance had an external review of our estate planning (000s omitted) program, and incorporated the recommenda- ••Senior Independence’s broad spectrum of $9,113 tions into our strategic plan. An internal case for services continues to attract interest from grant support was developed for overall fundraising funders and government agencies, despite a shift $7,410 operations, and a new OPRS Foundation mission in funding priorities toward basic needs projects. $6,815 $6,696 statement, tag line and belief statements were Also encouraging is that Senior Independence’s launched on July 1, 2011. hospice services are gaining support from ••Endowment continues to grow, providing future individual donors. In fiscal year 2011, hospice security for the people and programs of OPRS. giving from individuals increased more Most notably, there are 25 Program Level than 55 percent over fiscal year 2010’s endowments currently in place (endowment performance, a trend we hope will continue gifts totaling $500,000 and above). as hospice services expand. 1986 20082008 20092009 20102010 20112011 16 • 2011 OPRS Annual Report Leading the Way fo r 25 ye a r s

OPRS Foundation Endowment Total OPRS Foundation Total Assets (000s omitted) Our mission is to partner with donors (000s omitted) to provide charitable support for the people, Pledged & Other Annuities Invested Market Gain $57,209 $53,501 projects and programs of OPRS. $50,708 $54,259 $48,137

$47,785 $45,706 OPRS Foundation $41,007 Total Number of Gifts & Donors Gifts Donors

7,091 6,977 7,091 2008 2009 2010 2011

Investment Portfolio Performance 3,037 3,021 3,237 Calendar Year Performance Investment 2008 -20.27% $37,280,018 2009 -20.73% $42,289,705 2010 -12.58% $41,722,458 2008 2009 2010 2011 2009 2010 2011 2011 OPRS Annual Report • 17 18 • 2011 OPRS Annual Report Trustees Roundtable Recognizing cumulative irrevocable giving of $100,000 or more. New members in red * Deceased’ members at time of printing + Members whose qualifying gifts were designated for both OPRS Communities and Senior Independence, or to multiple locations

Breckenridge Ruth E. Bueschlen* Cape May Monarch Legacy Fund of Catherine Cowan* $2,500,000 and above Bettymae R. Carter $100,000-$499,999 The Community Foundation Anne Herget* M. Roger* & Anne M. Clapp+ Dorothy Saxton Dusa* Galen* & Elizabeth* Hoggatt of Shelby County+ Hertha E. Reinert* Len & Sally Elliott Rosemary Ovenden* Else Schulze* $1,000,000-$2,499,999 Marie Flowers* Dorothy Love Ray Patton* The Norbert A. Lange Trust $100,000-$499,999 Shirley W. Gibson $1,000,000-$2,499,999 Robert* M. & DeLores* Marjorie* & Russell* E. Lyons Anonymous (1) The Kresge Foundation Harold* W. & Mary Louise* Shaw Ginn Peters Karl* E. & Mary* Prindle Bahmann Foundation The Lincoln Electric Foundation $500,000-$999,999 Dorothy Pillion* Nell Rose Riel* Mildred G. Bauer* Helen M. Lowther* J. Oliver* & Margaret* B. Amos John & Jeanette Sargeant Guy Bellows* $500,000-$999,999 The Lubrizol Foundation Ruth B. Emmons* Robert & Thelma Sargeant Mary Lou Bellows Anonymous (3) Mary Boyd MacBane* Vera D. Ginn* Herbert* H. & Antoinette Robert Bierbaum* Robert* S. & Mary Ellen* A. Marian R. Mahan* $100,000-$499,999 Schlater Joan Bollenbacher* Colquhoun Chuck & Jane* Mallue Anonymous (4) Tom & Sandy Shoemaker Mildred Bradford* Jonathan* E. & Katherine M. Thomas* W. & Lillian* Mastin William* T. & Dorothy* R. Amos The Stolle Corporation Marion* & Thurza* Brant Ingersoll Adelaide Mathers* Amos Press (Alcoa Building Products) College Hill Presbyterian Church Elmer* & Olga* Juhnke The Murch Foundation+ Gertrude O. Anderson* Alene Strouss* Martha Corbin* Bud & Ruth Ketchum John G. Murray* Hazel D. Blankenbuehler* Martha E. Thompson* CY Inc. Over 70 Foundation Mary E. Liebenauer* Jerome T. & Georgeanne* Osborne Donn* C. & Isabel* V. Bowlus Ron & Hertha Vice James* L. & Anna* E. Davidson Willard* & Eleanor* Manbeck Hugh D. & Gretta S. Pallister Arden* H. & Dorothy L. Burgoon Cecil* & Ethel* Watkins Ida Fischer* The Nason Foundation Harriet Parsons* Emerson Climate Technologies/ Joseph Herman & Ruth A. Yoder Carl* K. & Estelle* Gieringer The Reinberger Foundation Jeanne M. Patterson Copeland Corporation+ Memorial Fund Helen L. Hayward* Anne McKee* & Helen Sharadin* Clifford* J. & Nell Rose* Riel Clyde* & Rosemond* DeMott Mary C. Heidenreich Margery J. Shields* Lake Vista Paul* & Lillian Schwesinger First Presbyterian Church Mary D. Hock External Trust Edith H. Smith* $100,000-$499,999 Don & Joan Selle of Sidney Helen C. Johnson* The Veale Foundation Jane W. Haynam+ The Sherwick Fund J. Daniel & Margaret Francis Mildred W. Kathman* Harold* & Emily* Wolf Dorothy A. Philipp Elizabeth Siena* Leland* & Esther* Giffen Sarah Kistner* $100,000-$499,999 Corinne Strasmeyer* Clifford P. Harmon* Llanfair Llanfair Crafters & Woodshop Anonymous (1) George* A. & Julia* F. Tanner Hartzell-Norris Charitable Trust $1,000,000-$2,499,999 Martha W. Martin* Frances Aberle* Mary A. Thomas Ralph L. & Mary Jo* Helman Clara L. Curry* Wilfred S. Martin* The American Foundation Pauline Thurman* Mary Isabel Walker Hessler* John M. Disser* Elizabeth McQuiston* Allan* S. & Winifred Austin C. Carlisle & Margaret Tippit Irene Jarfas* Helen C. Hauck* Cecilia Randall* Hamilton* & Sally* Beatty Charitable Trust Mary O. Lecklider* Roland* M. & Helen* T. Hauck Walter A. Randall* George Bodwell* Howard VanDen Eyden* Paul* B. & Marian* S. Long Thelma Jungkind* Frances E. Raymond* Virginia Bodwell* Tinkham Veale II Carolyn M. Marvin* Howard* L. & Catherine* K. Else L. Schulze* Ruth J. Boza Gertrude L. Vrana* Wilfred A. & Wilma* McCoy Luedeke John K. Sherman* Paul R. Brahaney* Clare Walker Jeanne D. Mears Edward R. Wells John* D. & Mildred* M. Wesson Breckenridge Resident Association Miriam L. Wilson* Patrick H. & Carol B. Milligan $500,000-$999,999 Irmgard Zutz* Karl & Ginny Bruch Anonymous (1) 2011 OPRS Annual Report • 19 Trustees’ Roundtable Continued Mount Pleasant Helen Paxton* Mary Alice Schaff* Robert Meriwether & Ruth $100,000-$499,999 $2,500,000 and above Jeanne V. & John* Pendery Paul* E. & Mary* G. Smith Ellen Smith Anonymous (4) Verla B. McClure Robert* A. & Nell* Quisno Helen Stambaugh* William* B. & Delphine* C. Violet H. Bittner* Walter E. & Carolyn H. Watson Telford Beatrice J. Cleveland $1,000,000-$2,499,999 Alice Reginbogin* Foundation Margaret J. Weber* Mary DeWees* Mary H. Kittredge* Gene & Mary Alice* Roberts Ralph E. & Helen Yingst Helen S. & Charles A. White, Jr. Sarah DeWees* William* C. & Janet A. Shannon Doris Snook* The Youngstown Foundation Philip Shin Ping* & Ida Patricia L. Dineen $500,000-$999,999 Marian Snook* Dr. John & Marian* V. Stewart Rockynol Djung Wong Glenn* & Lucille* Durflinger Anonymous (1) Hayden* C. & Grace* Edwards Wilda G. Streifthau* Swan Creek Russell* E. & Ellen* T. Huston $500,000-$999,999 Velma V. Everhart William* B. & V. Nadine* Rosemary R. Vordenberg* John W. Frasche* $2,500,000 and above Ruth Fetzer* Maitland Norbert E. Werner* The GAR Foundation Charles* J. & Loraine* M. Moore+ Barbara Frautschi William* T. & Oleta* O. Maxwell Lloyd* & Abby E. Whitesell John Lampasone* $1,000,000-$2,499,999 Sophie E. Kerr* Jerome Taylor* Theodora Mrusek* Park Vista Jeanne H. Reed Charles A. Lindabury Ralph* J. & Dorothy* Stolle+ Helen E. Turner* $5,000,000 and above $100,000-$499,999 Fairy O. Linn* Florence Whitesell* Thomas B.P. Williams* Jackson* & Evadine* Bryan Robert E. & Shirley W. Maurath Anne* K. & Byron* Christman Marion B. Wilson* $100,000-$499,999 Rilma Buckman+ Thomas Mitchell* $1,000,000-$2,499,999 Eleanor B. Ackerman* $100,000-$499,999 Donald Flickinger* Leona Mithoff Fund Harvey* H. & Jane Haynam+ Ralph Augspurger* Maxine* & Ben* Ansley John* W. & Waneta* Jackson Carolyn D. Mooney* Arnold & Helen Stambaugh Sue Ann Benedict & Robin Wicks Marjorie M. Kohler Mary E. Munn Millicent Bender* Charitable Foundation Margaret A. Bissell Thomas W. & Patricia A. Blazey George* & Elizabeth* L. Kridler Helen Murray* Clara K. Boyle* $500,000-$999,999 Helen* & Harold* Bollinger Arthur* L. & Gladys* P. Lennox Nationwide Foundation Ruth E. Kyle* Josephine Brandenburg* Curtis E. Brooks* James* & June Limbird* Mario Pagano* Donald D. MacEwan* Eva Chapman Trust Wilson Bruggert* Eleanor Longbrake* Ruth H. Phillips* Edward* & Maurine* Carr Dean & Lorene Chenault $100,000-$499,999 Eunice B. Luelf* Geraldine G. Price* Maxene* D. & Russell* D. Darrah Memorial Foundation Ruth H. Beecher Stanley & Patricia Mann The Reinberger Foundation Franklin Dickinson* Ray Leslie Fulner* Foundation Elizabeth* K. & John Meloy Bill & Edith Walter Foundation The Ward Beecher Foundation Mary E. & Richard* W. Fairchild W. Royse* & Audrey* N. Moran Mary Hankinson* Statewide Campus Janyce Bruce* Karen W. & William R. Feth Gale A. Race* Effa Haynes* Support Thelma L. Clark* Eunice Barnes Foore* Martin* & Norma Ruehle $1,000,000-$2,499,999 George* R. & Lois* Henkle David* D. & Velma* Davis Eugene K. Fouse* William E. Sala* Countess Brown* Edward H. Hyde* Annelies R. Dziadzka Lucille* & Robert* Harris Oliver* E. & Olive* S. Todd Lena Kennedy* John D. Finnegan Foundation Lois D. Henschen* James* & Betty* West $500,000-$999,999 Edna M. Kinsinger* Ralph* B. & Evelyn* M. Folsom Jocelyn Jenkins* Richard Whitbeck Marian R. Easton* The Kresge Foundation June E. Harris Betty S. & William* R. Jewell Mildred Lenk* Kathryn Katzenmeyer* The Vineyard Lucille Loer* Barbara C. Kerlin* on Catawba $100,000-$499,999 Nellie Losh* Isaac P. Lewis Memorial Fund Richard H. Mather* Rev. Glen H. & Shirley $100,000-$499,999 James & Mary McFarlin Leonard* W. & Vivian* Moore Beito Gronlund+ Henry E. Lynch* Anonymous (1) Margot Marples Foundation Nancy W. Nesbitt* Kenneth & Caryl Kemper+ Mount Pleasant Golf Outing Elizabeth C. Miller* The M.G. O’Neil Foundation Westminster-Thurber Wayne A. Stallman, Jr.* Mount Pleasant Life William M. Neckerman, Jr. Mr.* & Mrs.* Charles Reinherr $1,000,000-$2,499,999 Lois Stephens* Care Auction Pollock Company Foundation Anna M. Shean+ John* F. & Juliet* Schoedinger David J. Rees

20 • 2011 OPRS Annual Report Senior Independence Locations AC = Akron/Canton ASC = Anderson Senior Center CO = Central Ohio GC = Greater Cleveland GT = Greater Toledo MA = Mahoning Valley MI = Miami Valley SW = Southwest Ohio Statewide

$1,000,000-$2,499,999 Central Ohio Area Agency on Aging (CO)+ $500,000-$999,999 Council on Aging of Southwestern Ohio (SW)+ Ohio Department of Education (Statewide)+ Ohio Department of Transportation (CO, GC, MA, SW)+ United Way of Central Ohio (CO)+ $100,000-$499,999 Area Agency on Aging, II (MA) AT&T (Statewide)+ The Cleveland Foundation (GC)+ The Columbus Foundation (CO)+ Columbus Medical Association Foundation (CO) Conover Trust (SW) Franklin County Department of Job & Family Services (CO) The Elroy J. & Fynette H. Kulas Fund of The Cleveland Foundation (GC) The Robert Wood Johnson Foundation (GC)+ Harry C. Moores Foundation (CO)

2011 OPRS Annual Report • 21 Recognizing leadership in endowment giving. New endowments in red

NamedProgram Level Endowments EndowmentThe Mary Louise & Harold Circle W. Shaw Endowment Park Vista Cumulative endowment giving totaling $500,000+ Llanfair $2,500,000 and above The Anne Kilcawley Christman Endowment Breckenridge $1,000,000-$2,499,999 $1,000,000-$2,499,999 The Catherine K. Luedeke Memorial Endowment $1,000,000-$2,499,999 The Clapp Family Endowment $500,000-$999,999 The Haynam Family Endowment $500,000-$999,999 Anonymous (1) Rockynol The Elmer & Olga Juhnke Endowment The Anne Herget Endowment $500,000-$999,999 The Bud & Ruth Ketchum Endowment Mount Pleasant The John W. Frasche Endowment The Marjorie Noble Lyons Endowment $1,000,000-$2,499,999 The Jerome Taylor Endowment The Edith H. Smith Endowment The Mary H. Kittredge Endowment The Helen E. Turner Endowment The Anne M. McKee/Helen Sharadin Endowment The William C. & Janet A. Shannon Endowment Swan Creek Dorothy Love $500,000-$999,999 $500,000-$999,999 $500,000-$999,999 The Hampshire Buckley Endowment The Loraine M. & Charles J. Moore Endowment The C.H. Ginn & Vera D. Ginn Endowments The V. Nadine & William B. Maitland Endowment The Reed Whole Person Wellness Endowment for Life Care & Spiritual Life The William T. & Oleta O. Maxwell Endowment

22 • 2011 OPRS Annual Report Westminster-Thurber The Howard A. & Carolyn M. Marvin Endowment Park Vista $500,000-$999,999 The Wilfred A. & Wilma McCoy Endowment The Ruth H. Beecher Foundation Endowment The John F. & Juliet S. Schoedinger Endowment The Jeanne D. Mears Endowment The Leon A. Beeghly Endowment The Robert M. & DeLores Ginn Peters Life Care Endowment The David D. & Velma Davis Endowment Supporting Level Endowments The Rike Family Foundation Endowment The Luzie A. Dziadzka Memorial Endowment $50,000 cash/$100,000 deferred, or $100,000 cumulative The Thomas E. & Sandra S. Shoemaker Family Endowment The Ralph & Evelyn Folsom Family Endowment The George & Ilene Verdier Family Endowment The Jack & June (Jaye) Harris Life Care Endowment Breckenridge The Ron & Hertha Vice Endowment The Ralph E. & Helen Yingst Endowment Anonymous (3) The Cecil & Ethel Watkins Life Care Endowment The Lorne Howe Aikins, M.D. & Velma A. Rockynol Aikins, R.N. Endowment Gener al Anonymous (1) The Gwenydd Beatty Endowment The Glen H. & Shirley Beito Gronlund Endowment The Curtis Brooks Endowment The George B. & Virginia K. Bodwell Endowment Lake Vista The Edward L. & Maurine M. Carr Endowment The Ruth & Oliver Boza Endowment The Haynam Family Endowment The Ennice Chopard Endowment The Paul R. Brahaney Endowment The Maxene D. Darrah Endowment Llanfair The John N. & Bettymae R. Carter Life Care Endowment The Richard W. & Mary E. Fairchild Endowment Anonymous (2) The Anne M. & M. Roger Clapp Endowment The Eugene Fouse Endowment The Mr. & Mrs. Robert Bierbaum Endowment The Robert & Mary Ellen Colquhoun Endowment The GAR Foundation Endowment The Marion & Thurza Brant Endowment The Len & Sally Elliott Endowment The Handyside Brothers Memorial Endowment The Mr. & Mrs. William E. Hutchinson Endowment The Raymond & Mary Haserodt Memorial Endowment The Forest E. & Helen P. Hoot Endowment The Helen C. Johnson Endowment The Kay & Jack Ingersoll Endowment The Jocelyn M. Jenkins Endowment The Amor E. & Sarah K. Kistner Life Care Endowment The Laura Liebenauer Endowment The Betty S. & William R. Jewell Family Endowment The Glenn Rogers Endowment The Rodney Daniel & Mary Boyd MacBane The Leonard W. & Vivian B. Moore Endowment The Margaret Jean & Edward Wells Endowment Memorial Endowment The Keith & Nancy Nesbitt Family Endowment The John Markwart Endowment Mount Pleasant The Robert Meriwether & Ruth Ellen Smith Endowment The Karl & Mary Prindle Endowment The Clara K. Boyle Life Care Endowment The Virginia Spurling Endowment New endowments in red The Paul & Lillian Schwesinger Endowment The Effa K. Haynes Endowment The William & Delphine Telford Endowment The Hazel V. & Margery J. Shields Endowment The George Henkle & Lois I. Henkle Endowment The Margaret Julia Weber Memorial Endowment The Joseph F. & E. Alice Smole Endowment The Russell E. & Ellen T. Huston Endowment Swan Creek The George & Julia Tanner Endowment The Edward H. Hyde Endowment The Donald G. Flickinger Endowment The Mary A. Thomas Endowment The Margaret Evans Kirby Memorial Endowment The John & Waneta Jackson Endowment The Clare Walker Endowment The Clem & Verla McClure Memorial Endowment The Elizabeth L. & George G. Kridler Endowment The Emily M. Wolf Endowment The John A. Pendery & Jeanne V. Pendery Endowment The Dr. Arthur L. & Mrs. Gladys P. Lennox Endowment The Robert & Nell Quisno Endowment Dorothy Love The Eunice Luelf Endowment The Doris L. Snook Endowment The Dorothy R. & William T. Amos Endowment The Gale A. Race Endowment The Marian Snook Endowment The Margaret B. & J. Oliver Amos Endowment The Jeanne Reed Endowment The Rosemary Vordenberg Endowment The Gertrude O. Anderson Endowment The Oliver E. & Olive S. Todd Endowment The Donald Wade Memorial Endowment The Betty Z. Bennett Endowment The Florence Whitesell Endowment Westminster-Thurber The Copeland Corporation Endowment The Whitesell Family Endowment The Joel U. Adams Trust Endowment The Ruth B. Emmons Life Care Endowment The Velma V. Everhart Endowment The Hartzell-Norris Charitable Trust Endowment The Barbara Frautschi Endowment The John J. & Mary Isabel Walker Hessler Endowment The Ruth Phillips Life Care Endowment The Irene Jarfas Endowment The Geraldine G. Price Endowment The Lee & Jo Ann Kuhlman Endowment The Mabel Sarbaugh/Bea Cleveland Endowment 2011 OPRS Annual Report • 23 New members in red * Deceased members at time of printing +Members whose qualifying gifts were designated for both OPRS Communities Living Legacy Society and Senior Independence, or to Recognizing donors who have made a deferred gift or will bequest that supports the work of OPRS communities and Senior Independence. multiple locations.

Breckenridge Lorraine S. Henery Suzanne M. Smith Jack* D. & Peggy A. Brown Tom & Sandy Shoemaker Anonymous (4) James & Susan Hickey Marion L. Spence Margaret L. Burns & Catherine M. Kent R. Smith Lucy Jo Atkinson William F. & Eloise V. Hutchinson John & Michele Stevens Truster Maxine Spencer Charles* & Cordelia* Barkley Jonathan* & Katherine Ingersoll Ward & Miriam* Thiel Oskar & Charlotte Buschmann Sara E. Stanfield James & Diana Batten Florence E. Jacobson Mary A. Thomas, MD Fund Marie E. Stevens Robert & Kay Beatty Morgan & Ruth Ketchum Horace* & Marjorie Thompson Penny & Tom Clark Helen Stump Beverly Besselman Carol & Ernest* Legris Margaret Tippit Charles C. Cuppy Merlin J. & Elaine E. Tangeman Harry L. & Virginia M. Bigelow Margaret Lenke Clare Walker Frances Dragonette Esther M. Tirey John D. & Elsie E. Blazek James Lewis Jane F. Whalen Timothy & Cynthia Fisher Ron & Hertha Vice Nelson & Gertrude Bleisch H. Stephen* & Carol Madsen Kerri L. Whitehouse Arthur B. Fortney Tom & Polly Watkins Ruth J. Boza Chuck & Jane* Mallue Robert & Margaret Widmar Paul & Wilma Gahagan Dr. & Mrs. Walter Whayne Webb Margaret Bretschneider Lisa Mansour Joseph* & Ethel Yassany Elinor Gattshall Memorial Fund Princess B. Britton Duane & Eleanor* Mayhew Irene M. Yeran Marilyn George Marabelle J. Wiehe Keith & Melissa Brumagin Elizabeth O. Moshier Mr. & Mrs. Robert I. Young Emory H. & Gwen E. Grove Howard & Betty Yanda Marian Callow Florence Moss Cape May William J. Hannum Joseph Herman & Ruth A. Yoder Jack* & Betty Carter Dolores M. Murray Donald* D. & Martha* A. Bernard Memorial Fund Memorial Fund Mary C. Carter Joanne Naroski Robert A. & Eunice M. Byler Ralph L. & Mary Jo* Helman Virginia M. Zeller Jayne Crawford Joseph Naroski William A. & Marjorie J. Carey Hunter Family Fund Trust of the Lake Vista John Cridland+ Christa Oksiloff Mary E. Cochran Troy Foundation Anonymous (1) Margaret E. Davis Hugh D. & Gretta Pallister Elizabeth A. Evans Milton* & Josephine Jahoda Charles & Madeline Bradford Jane Dessem Jeanne M. Patterson James & Sherrill Graham Ray & Louise Koenig Naudeen B. Burr Herbert & Ethel Dieckmann Ralph & Julia* Pelegrin Jan Grim Belinda & Charles Lawson Shirley M. Dorman Phyllis H. Evans Linda Prib Bill & Ruby Ostermeier Henrietta J. Livermore Norman* & Rachel Downing Beth Falkner-Brown June Puchy Judi A. Pohlmeyer Myron* & Jeanne Maxson James & Debra Hagarty Ralph E. & Carol M. Friedman James* & Barbara Randall Lynn & Irene Rainsberger Marilyn McCarthy Eugene & Elinor Holly Glenda Gamble Tammy L. Raybuck-Gavin & Wilfred & Wilma* McCoy Charlotte N. Jones Marie & Dale George Patrick Gavin Dorothy Love Jeanne Mears Anonymous (3) Lucille B. Lewis Shirley W. Gibson Richard J. Reed Patrick & Carol Milligan Elizabeth Linville Geoffrey* & Virginia Goodwin Kenneth* & Eleanore Robinson Douglas Wilson Allinger Daniel J. & Richele O’Connor Patricia K. Atwood Betsy H. Parsons Mary Kay Graham Gloria J. Rogers Rosemary Ovenden Trusts (2) Dorothy A. Philipp Donald & Brenda Grauer Miriam Rutz* Jane S. Babbitt Thomas & Marlene* Powers Mary E. Becker Charitable Trust Glen & Betty Sanzenbacher Marjean S. Grobe* David & Annette Schell Lura Richmond Stan & Joyce Seagle Daniel & Eleanor Guy Marjorie Schultz Nancy Beckman Ann & Ted Roller Shirley Hacker Donald S. & Joan M. Selle William W. Billing Herbert* & Antoinette Schlater Llanfair Ruth Hanawalt Harvey & Jean Slagle Robert & Sigrid Brackney Carl L. Schulz Anonymous (5) Constance V. Hanley H. Matson Smith Mary J. Bradlee Deborah Sherman-Ring Josephine Barker Eleanor L. Hardgrove* Margaret C. Smith* Irvin & Elma Brown Florence S. Shine Mary Lou A. Bellows Marcia K. Cahall 24 • 2011 OPRS Annual Report Nancy Conroy Charles & Geneva* Brebner Lineta H. Wilkins Lois W. Brock Margaret E. Herbert James E. & Ann S. Eddy James & Viola Bruner Ruth Yinger* Deborah K. Collier Alice D. Howell Judith Fadden Niel & Meredith Buckley Park Vista Eileen J. Crist Frances Jackson Marjorie A. Gaible Eva Chapman Trust Anonymous (1) Bonnie Dohner Theodore & Phyllis* Jenkins Anne Louise Gatliff Dean & Lorene Chenault Charles* & Virginia Axtmann Hope E. Everhart Severn* & Catharine Joyce Joseph* M. & Marie A. George Memorial Fund Harriet E. Broward Mary Fairchild Neva B. Karl Ruth Hartzell Michael Dannis Mildred G. Dyke S. Margaret Gallagher Fund M. Richard Knight Mary C. Heidenreich John K. & Ann Elizabeth Donaldson Annelies R. Dziadzka Jessica Goff Mrs. Jean L. Knudel C. Leroy & Gladys* Heinlein Walter B. Evans Douglas & Joan Everett Kara Hanzie Marjorie Kohler Mary D. Hock Trust Kathie S. Gannon Elizabeth E. Gurley William* R. & Betty S. Jewell Sarah C. Laughlin Gary Huber David E. Gross James & Debra Hagarty Ted & Alice Kersker Eleanor Longbrake* Margaret E. Hyer Charles & Marian Hattery Jack* & Jaye Harris Robert N. MacCallum Stanley & Patricia Mann Kathleen Kiefer Russell E. & Ellen T. Huston Fund Mary Harvey Doris A. MacDonald* Benjamin F. & Martha K. Marsh Marilyn J. Kiefer Leslie J. & Elsie L. Kump Jane Haynam Basil J. & Anne Scafidi Trust John O. Meloy Janice Ledford Charles E. & June* Leasure Warren D. Jensen Helen M. Schultz Deborah R. Merritt George Lemich* William B. & V. Nadine Ruth V. Jones Anna M. Shean+ Connie Momsen Howard & Beryl* McClary Maitland Trust Thomas D. Kepler Freda M. Simpson* Jean Morgan Carmen A. Mockrud Margot Marples Marion C. Lange Memorial Fund Robert Meriwether & Ruth David Napierala Sheena M. Parton Margaret L. Matson* Isaac P. Lewis Memorial Fund Ellen Smith Joseph* & Phyllis Provenzano J. M. & Catherine* Pollock Mary C. Maurer Mr. & Mrs. Peter Mapes G. Alan & Louise G. Spaulding Vivian Reardon Glenn & Lana Rogers Beatrice McClellan* James & Mary McFarlin Diane Walker Jeanne Reed John & Betty Roosa Verla McClure Foundation Charles A. & Helen S. White, Jr. Betty Reynolds Francis B. & Ruth F. Rosevear J. James & Carol Pearce William M. Neckerman, Jr. Martha W. Wilson Martin* R. & Norma E. Ruehle Carol Saylor Jeanne V. Pendery Mary Neff Ida D. Wong Margaret Schneider Steve Schmitz Robert* G. & Helen* B. Prickett Ellen C. Newman Anita L. Young Mrs. Vicki Sorgenfrei Mark & Phyllis Schoenberger Gene & Mary Alice* Roberts Eugene & June Osborne Swan Creek Jean Ward Else L. Schulze Charitable Trust Jane B. Robinson Rosa Pushka June W. Baker The Vineyard Miranda Sitchanoff James B. Roosa Paul & Evelyn Richell William W. Barnard on Catawba Sara P. Smith William L. & Jeanne Sandston Alice E. Rowney Debbie Brisbin Jeanne M. Black Judy Sweeney Pauline Schmidt Mary Alice Schaff* Mrs. Marjorie Bristow Robert J. Bredbeck Nancy L. Thomas Hugo & Marianne Schumacher Elizabeth Schwartz*+ Kathleen Brule’ Anne Crowe Betty Tognozzi William* C. & Janet Shannon Jean G. Steele Rilma Buckman+ Clarence Crowe Brian Voegele Robert & Dorothy Shaw Virginia A. Thompson Beth J. Burman Lucile Daubner Edward R. Wells Patricia Skimming Mr. & Mrs. Dale Walton William Cameron+ Lloyd* & Jeanne Kirby Mount Pleasant Olive Ruth Smith Memorial Fund Humbert & Donna Conner Marian Snook Endowment Fund Westminster-Thurber Anonymous (3) Ralph E. & Helen Yingst Kimberly T. Danes Anonymous (4) James* & Bertha Anderson Ruth C. Stephenson Edwin* & Mary* Durivage Josephine Thomas Rockynol Lucille M. Anderson Ralph Augspurger Trust Anonymous (1) Richard* & Nancie Entenmann Malcolm & Carmen Ator F. William* & Martha Barnes Mr. & Mrs. H. L. Torstveit Verna K. Evanoff Kathryn D. Wadleigh Karen M. Bakita Nancy P. Baum Margaret A. Bissell Frank H. Becker* Donald G. Flickinger* & Gail E. Becher Charles* G. & Clara* K. Boyle Dr. & Mrs. Walter Whayne Webb Marilyn L. Miller Memorial Fund Leslie Belfance Patricia Caston Margaret Brackney* Sue Ann Benedict & Robin Wicks Emily Frisbee Betty Chapin Josephine Brandenburg Ray & Sue Welty Edward* & Mary Gouvier Abby Whitesell Thomas W. & Patricia A. Blazey Beatrice J. Cleveland Charitable Trust Martha E. Boyle Howard* & Lois L. Grasser 2011 OPRS Annual Report • 25 Living Legacy Society Continued James* A. & Katherine D. Cooke Mary Jane Tschappat Nancy S. Cooper Pearl A. Wagner Fund Carol Jane Cross Glen & Alice Wallace Melissa A. Dardinger Margaret E. Ward Bruce Davis Audrey S. Warner ExternalTrusts are enduring. They provide Trusts annual income Aubrey Degraw Eleanor P. Waterloo* to benefit OPRS and the older adults it serves. Jesse D. Degraw Elizabeth C. White Patricia L. Dineen H. Art Williams Miss Jessie Draden Patricia Wilson Horizon Level Memorial Fund Doris P. Wipert Recognizing external trusts that have provided $1,000,000 or more to OPRS Velma V. Everhart Kenneth & Elnora Wood Mr. & Mrs. Michael Ford Breckenridge Statewide Campus Norbert A. Lange Trust Lillian K. Fornof* Support Barbara A. Frautschi Fredrick B. & Susan L. Ball Park Vista Carson & Helen Haney Rev. Glen H. & Shirley Beito Anne Kilcawley Christman Charitable Foundation Jennifer L. Hemmerlein+ Gronlund Arnold D. & Helen R. Stambaugh Charitable Foundation Robert G. & Helen W. Hoehl Harold* & Agnes Hamilton Dr. Pamela Jones-Morton Thomas & Sandra Hofmann Robert* & Jean H. Keitz David & Rayna Kaasa Recognizing external trusts that have provided up to $999,999 to OPRS Mary C. Klipfel Kenneth & Caryl Kemper Ruby I. Koerper Bruce Palenske Dorothy Love Park Vista Charles Lindabury Mary E. Becker Charitable Trust Ruth E. Kyle External Trust Miller S. Makey, Sr. Oskar & Charlotte Buschmann Fund Marion C. Lange Memorial Fund George & Jeanne Manser William J. Hannum Memorial Fund Isaac P. Lewis Memorial Fund Robert & Shirley Maurath Hunter Family Fund Trust of The Troy Foundation McAuley Family Fund Bessie A. McLinn* Rosemary Ovenden Trusts (2) James & Mary McFarlin Foundation Phyllis R. Meadows Senior Independence Dr. & Mrs. Walter Whayne Webb Memorial Fund Mr. & Mrs. Dale Walton Memorial Fund Robert Merkle Locations Joseph Herman & Ruth A. Yoder Memorial Fund Leona Mithoff Fund Rockynol AC = Akron/Canton Llanfair David* & Sue* Mooney S. Margaret Gallagher Fund ASC = Anderson Senior Center Mary D. Hock Trust Howard & Doris Moye Basil J. & Anne Scafidi Trust CO = Central Ohio Else L. Schulze Charitable Trust Mary Munn* GC = Greater Cleveland Westminster-Thurber Jane & Peter* Mykrantz GT = Greater Toledo Mount Pleasant Miss Jessie Draden Memorial Fund Kennard & Roberta Nelson MA = Mahoning Valley Josephine Brandenburg Charitable Trust Leona Mithoff Fund Judi Pohlmeyer MI = Miami Valley Eva Chapman Trust John F. Schoedinger Fund Geraldine G. Price* SW = Southwest Ohio Dean & Lorene Chenault Memorial Fund Pearl A. Wagner Fund Statewide Mary Nell Griffin Charitable Trust James D. & Evalyn* P. Roehm Jo Schmidt Russell E. & Ellen T. Huston Fund Robert L. Dardinger (CO) William B. & V. Nadine Maitland Trust John F. Schoedinger Fund Enid M. Green (AC) William O. Schoedinger Marian Snook Endowment Fund Anne Johnson & David Dr. & Mrs. Walter Whayne Webb Edward A. Smith Campbell (CO) Joan M. St. James Memorial Fund 26 • 2011 OPRS Annual Report 2011 OPRS Annual Report • 27 Recognizing cumulative cash or in-kind giving of $1,000 or more during fiscal year 2011. * Deceased members at time of printing. +Members whose qualifying gifts were designated for both OPRS Communities President’s Club and Senior Independence, or to multiple locations. Breckenridge Arthur & Lois Armington Cape May First Presbyterian Church of Troy Daniel Weimert $100,000 AND ABOVE Charitable Fund of $2,500-$4,999 George R. Gardner Foundation Anna Zenkovich* Anne M. Clapp The Cleveland Foundation Irvin Brandehoff The Hinsch Family Fund of The Lake Vista Linda N. Blaha Troy Foundation Len & Sally Elliott Muriel S. Hiatt $2,500-$4,999 Nelson & Gertrude Bleisch Hunter Family Fund Trust $50,000-$99,999 H. Cooper & Dorothy Snyder Eugene & Elinor Holley Breckenridge Bingo Group Tom & Sandy Shoemaker Anonymous (1) $1,000-$2,499 Dorothy A. Philipp Breckenridge Ridge Care Cards Norbert A. Lange Trust Cleo M. Bales $1,000-$2,499 Breckenridge Village Gift $1,000-$2,499 H. Matson Smith Cape May Employees & Staff Douglas Wilson Allinger+ Shoppe/Crafts Robert E. & Dorothy M. Bell Cape May Retirement Village Amos Press $25,000-$49,999 Lawrence & Corine Brown Gomer & Jean Davis Residents Association Frank & Virginia Bazler Jeanne M. Patterson William & Joyce Douglas James & Debra Hagarty+ Cape May Women’s Club John & Jan Beigel $10,000-$24,999 Paul & Patricia Ellis Lucille B. Lewis James & Sherrill Graham Cheryl & Jim Boyer Ruth J. Boza Edward & Laurie Feldkamp Lisa Morgan Robert* H. & Mary Ann Kerman Dorothy Love Auxiliary The Ingersoll Family Fund of Donald J. Grauer Stan & Joyce Seagle Katharine B. McMillan Dorothy Love Church Service The Cleveland Foundation Daniel & Eleanor Guy Carolyn Sparhawk Frank & Robin Seaver Fund Karl Prindle Charitable Lead Trust Ruth A. Hanawalt Dorothy Love Crafters Llanfair Dorothy Love $5,000-$9,999 Lois W. Hann Dorothy Love Force $100,000 AND ABOVE Breckenridge Village Resident Edward & Sheila* Hodina $100,000 AND ABOVE Bonnie Duff Else L. Schulze Charitable Trust Association Ruth D. Howard Ralph L. & Mary Jo* Helman First Presbyterian Church of $50,000-$99,999 Bruce & Beth Hutton Joan M. Dudash $50,000-$99,999 Norwalk Edward R. Wells Carol Legris In His Steps Foundation John & Jeanette Sargeant Thomas & Carolyn Hay $5,000-$9,999 The Lincoln Electric Foundation Dorothy M. Lingle Ralph & Clara Keister $10,000-$24,999 The Abbihl-Ahrens Charitable The Murch Foundation Richard Lowery Lee & Jo Ann Kuhlman Rosemary Ovenden Charitable Fund of The Cambridge John & Mary Jane Neilson Linda Mitchell Wilfred A. & Wilma* McCoy Trust #1 & #2 Charitable Foundation C. Carlisle & Margaret Tippit Doug Mocny Earle & Mari Jane Mead Antoinette Schlater Lloyd Allen Charitable Trust Raymond & Mary Murphy Martha & Tom Milligan $5,000-$9,999 CY Inc. Over 70 Foundation $2,500-$4,999 Hugh D. & Gretta S. Pallister Patrick H. & Carol B. Milligan+ Susanne R. Pfaff Alma Allinger $2,500-$4,999 Breckenridge North Care Cards Oskar & Charlotte Buschmann Monarch Legacy Fund of The Lisa Courtney James & Anna Rosenberger Community Foundation of Covenant First Presbyterian Fred C. Rutz Foundation Fund of the Troy Foundation Church James & Susan Hickey Josephine M. Jahoda Shelby County Pauline M. Jernberg Dick & Gail Sabo Glen & Vanis Phillips Mary C. Heidenreich Christine Sherwin Inez* & Joel Phillips Knox Presbyterian Church Ms. Sara Schoppenhorst & Kent R. Smith Melissa Reed Ms. Betty Hum* Earl & Nancy Sherwood Ann & Ted Roller Llanfair Crafters Roger & Cheri Shumaker+ Stacy Snow Howard* & Margaret Mailly Mark & Diana Stodola Travis Snow John & Cynthia Scheu Mary A. Thomas The South Waite Foundation Deborah J. Sherman-Ring Susan Pollock Karen Steg Joseph Herman & Ruth A. Yoder Barry & Sharlyn Stare $1,000-$2,499 Frederick C. & Gay E. Smith Susan & John Turben Foundation Memorial Fund J. Frederick & Helen B. Vogel Trust Anonymous (2) Tom & Polly Watkins Elaine C. Voyer Robert & Judith Zimmerman Lois C. Armington Doctor Walter Whayne Webb $1,000-$2,499 Ernest & Helen Wilson $2,500-$4,999 & Pauline S. Webb Memorial Sandra Chetty John & Sylvia Yankey Mary E. Becker Charitable Trust Fund+ Judith Fadden 28 • 2011 OPRS Annual Report 2011 OPRS Annual Report • 29 President’s Club Continued Anne Louise Gatliff James P. & Viola R. Bruner Betty J. Einfalt Donald N. Nichols Joanne Malikowski Mary D. Hock External Trust Charles & Barbara Chappell Louis & Barbara Engelhardt Ola M. Shoemaker Catherine Ruby Donald E. & Donna C. Hoffman Theodore* & Margaret Coberly+ Charlotte C. Gelhaar C. Eugene & Betty Ann Stalnaker Lawrence & Terry Schmakel Fund JMM Architects, Inc.+ June E. Harris J. William & Elaine Taggart Swan Creek Resident Association Margaret E. Hyer Jeffrey & Constance Kirchmer Warren D. Jensen Diane Walker L. Jack & Carolyn Wells Mary Ann Jacobs+ Jack Klumpe Brian Kolenich Mary A. Williams The Vineyard Sheena M. Parton Dan & Beth McMullen McAuley Family Fund Swan Creek on Catawba Glenn & Lana Rogers Verla B. McClure William M. Neckerman, Jr. $10,000-$24,999 $10,000-$24,999 Francis* & Ruth Rosevear Mary Leach McKibben John Olenik Marjorie Bristow Robert J. Bredbeck Charles & Carol Schlegel+ Morgan Family Foundation Marie Peterson Catharine Joyce Paul Schneeberger Mount Pleasant Crafters Richard J. Robart $2,500-$4,999 Benjamin F. & Martha K. Marsh Jane M. Thompson Mount Pleasant Residents Howard A. & Sally A. Seeds Jeanne M. Black Ruth P. Morris* Westwood First Presbyterian Association Ann Slanco Peter & Bonnita Carsten+ Richard Whitbeck Church Martha W. Newton Nancy B. Tod $1,000-$2,499 Mark Yutzy Anonymous (1) Mount Pleasant Bill K. & Dorothy E. Parnell The Youngstown Foundation Teresa Schofield $5,000-$9,999 Susan Hodgson $10,000-$24,999 Rockynol Barbara J. Wohlhueter Jeanne H. Reed Ohio Capital Corporation for Russell E. & Ellen T. Huston Fund $50,000-$99,999 Betty Reynolds Housing Park Vista William B. & V. Nadine Karen W. & William R. Feth Doris Stifel Jean A. Radloff Maitland Trust $100,000 AND ABOVE $10,000-$24,999 George M. Taoka Frances Spofford Lyman C. Peck Anne K. Christman Charitable Eugene K. Fouse Charitable $2,500-$4,999 Westminster-Thurber Marian Snook External Trust Foundation Lead Unitrust Anonymous (1) $100,000 AND ABOVE $5,000-$9,999 $50,000-$99,999 Anna M. Shean Anne C. Brewer Central Ohio Area Agency on Dean & Lorene Chenault David J. Rees G. Alan & Louise G. Spaulding William A. Cameron Aging+ Memorial Fund Helen Stambaugh* $5,000-$9,999 The Dennler Family Fund of The Margot Marples Arnold & Helen Stambaugh Anonymous (1) Toledo Community Foundation $25,000-$49,999 $2,500-$4,999 Charitable Foundation Carol Barden Grace A. Gossens Fund of The The Reinberger Foundation Barnitz Fund of JP Morgan Chase $25,000-$49,999 Basil J. & Anne L. Scafidi Toledo Community Foundation $10,000-$24,999 Eva Chapman Trust John D. Finnegan Foundation Charitable Trust John* & Margaret Grigsby Barbara Frautschi Mary Nell Griffin Charitable Trust $10,000-$24,999 $2,500-$4,999 Jeanne Reed Foundation Robert E. & Shirley W. Maurath Jennifer Johnston Ward Beecher Foundation Marian E. Bauer* Barbara R. Sears Charles H. Meng Leona B. Mithoff Fund of Middletown Community $5,000-$9,999 Chester P. Lowry Swan Creek Resident Association The Columbus Foundation Foundation The Ruth H. Beecher Charitable Rockynol Auxiliary Gifts ‘N More Geraldine G. Price* Linda Peters Trust $1,000-$2,499 $1,000-$2,499 Professional Designs, Inc. Kenneth & Joyce* Shinn James & Mary McFarlin Leslie Belfance Dick & Fran Anderson Fund of John F. Schoedinger Fund Dorcas L. Weidner Charitable Foundation Lisle M. Buckingham Endowment The Toledo Community Robert W. & Margaret* D. White $1,000-$2,499 The Yvette D. Stanley Family Trust Fund of The Akron Community Foundation $5,000-$9,999 AK Steel Corporation $2,500-$4,999 Foundation Kimberly T. Danes+ Anonymous (1) George & Phyllis Begley Charles B. Crouse Henry & Nancy Burmeister Dunbar Mechanical Inc. Bruner Corporation Woodrow Bell, II Eleanor Flad The Mary S. & David C. Corbin Rebecca A. Goranson Richard & Nancy Buehler Leo & Mary Bertram Park Vista North Residents Foundation Charles & Paula Hauck James D. Roehm Margaret A. Bissell Association S. Margaret Gallagher Fund Theodore G. Jenkins Josephine Brandenburg M. Richard Knight Eleanor Waterloo* $1,000-$2,499 Kara Hanzie External Trust I. Joanne Kolasinski $2,500-$4,999 Bonnie M. Ball Neva I. Humphreys+ 30 • 2011 OPRS Annual Report Lois J. Kingsbury Richard & Sheila Krieger+ Robert & Helen Hoehl Curt & Katharine* Levis Senior Independence The Community Foundation of Carolyn D. Mooney* Locations Shelby County (MI) $1,000-$2,499 AC = Akron/Canton Children’s Medical Center, Inc. Nancy P. Baum ASC = Anderson Senior Center (SW) CO = Central Ohio Boulevard Presbyterian Church of C. John & Flo Ann Easton Family GC = Greater Cleveland Fund of The Columbus Columbus GT = Greater Toledo Foundation (CO) Broad Street Presbyterian Church MA = Mahoning Valley Susan P. Bullock MI = Miami Valley Brian & Sheila Flannery (AC) Beatrice J. Cleveland SW = Southwest Ohio William A. Giovanello (CO) Patricia L. Dineen Statewide Rev. Glen H. & Shirley Beito Louise B. Guthman $100,000 AND ABOVE Gronlund (Statewide) John & Judith Gray Council on Aging of Richard & Susan Hart (GC) Brenda Hammersley Southwestern Ohio (SW) Robert & Sally Hodgson (CO) Ruby I. Koerper Betty H. Hoewischer (MI) $50,000-$99,999 David & Nancy King (Statewide) Joyce A. Merryman United Way of Central Ohio (CO) Tom & Diane Moore Greg & Susan Ledford (CO) Ohio Department of Education Miller-Valentine-Walsh Fund (MI) David & Louise Pence (AC, CO, GC, SW, TO)+ Thomas & Lisa Ridgley Reynolds & Reynolds Associate Dorothy N. Sears $25,000-$49,999 Foundation (MI) John & Patricia Strick Area Agency on Aging, II (MA) Carmen Tranchito (GC) Mary Jean Swenson Franklin County Dept. of Walter E. & Carolyn H. Watson Barbara Vogel Job & Family Services (CO) Foundation (MA) Margaret E. Ward Western Reserve Area Agency Faith Williams (CO) Westminster-Thurber Community on Aging (GC) The WorkflowOne Employee Resident Association $10,000-$24,999 Foundation (MI) DMH-Dayton Fund of The Statewide Campus Support Dayton Foundation (MI) The Harry C. Moores $5,000-$9,999 Foundation (CO) Thomas G. & Sandra J. Hofmann+ David & Rayna Kaasa+ $5,000-$9,999 Kenneth & Caryl Kemper+ The Aultman Foundation (AC) William C. Leiter (CO) Th ank $2,500-$4,999 The Sisler McFawn Ziegler Capital Markets you Foundation (AC) $1,000-$2,499 United Way of Lake County (GC) We gratefully acknowledge our donors for their support and Fredrick B. & Susan L. Ball+ $2,500-$4,999 generosity. Every effort has been Roger & Susan Bloomfield The Della B. Gardner Charitable Eric & Melissa Dardinger+ Trust (SW) made to accurately recognize Candice Hawkins+ Norman L. Hoblit (MI) our donors. If any errors have Terry & Chris McKenzie+ Toledo Rotary Foundation (TO) occurred, please accept our Joyce Miller Evans The Troy Foundation (MI) sincere apology and contact Daniel J. & Richele O’Connor+ Sue Welty (Statewide)+ the Foundation office with any Connie S. Tostevin corrections at 614-888-7800 Dana Ullom-Vucelich+ $1,000-$2,499 Employees of Abbott or 800-686-7800. Laboratories (CO) 2011 OPRS Annual Report • 31 Ohio Presbyterian Retirement Services Board of Directors Front Row: W. Patrick Winton (Assistant Secretary), Donald L. Malone (Vice Chair), William C. Leiter (Assistant Treasurer), Sandra R. Byers (Chair) Middle Row: Judith Briggs, Amy J. Roscoe, Charles Schlegel, Louise F. Pence, Mary Harvey, Theodore G. Jenkins, Suzanne F. Kiewit Back Row: Frederick C. Smith, Daniel W. Goronzy, John A. Peterson, Howard J. Moye, M. Richard Knight, Ted W. Karchner, Kass Mahdi 2011 OPRS Communities Board of Directors Front Row: Sandra R. Byers (Chair), William C. Leiter (Assistant Treasurer), Donald L. Malone (Vice Chair), W. Patrick Winton (Assistant Secretary) Middle Row: Suzanne F. Kiewit, Theodore G. Jenkins, Frederick C. Smith, Mary Harvey, Charles Schlegel, Judith Briggs, David J. Kaasa (OPRS President/CEO) Back Row: Daniel W. Goronzy, M. Richard Knight, Howard J. Moye, Ted W. Karchner

in inclusiveness. We are open to residents, our reputation for high quality and caring clients, staff, and volunteers without service is our most valuable asset. We strive to discrimination of any kind. make excellence the mark in all that we do. We Believe in a high ethical standard. Not only do we hold that dedicated staff and volunteers are the key to ourselves to the letter but also to the spirit of the providing high quality and caring service. The chief law in all tasks and relationships. responsibility of management is to help them succeed

32 • 2011 OPRS Annual Report in their efforts. OPRS Foundation Board of Directors Front Row: Richard S. Reesey, Louise F. Pence (Chair), William Dennler Middle Row: Pauline M. Jernberg, Anne C. Cushnie, Cheryl A. Boyer, James H. Sisek, Allan L. Karchner, Michelle B. Tognetti, Elizabeth Ann Evans, David J. Kaasa (OPRS President/CEO) Back Row: Stanley R. Seagle, Edward S. Markel, John L. Gray, Stephen B. Croake, Richard L. Hart, Bruce Boyd, Rev. G. David Hawley Not pictured: David Woodburn Boards Senior Independence Board of Directors Front Row: Amy J. Roscoe (Vice Chair), Kass Mahdi (Assistant Treasurer), John A. Peterson (Chair), Rodney J. Harrison (Assistant Secretary) Middle Row: Faith M. Williams, Daniel R. Lane, Lori A. Brohm, Barbara E. Riley, David J. Kaasa (OPRS President/CEO), Linda Pape It is the policy of OPRS that no person, based on the grounds of race, color, creed, Back Row: Louise R. Seipel, Deborah D. Sampsel, Amy T. Shore, religion, national origin, age, sex, or handicap, be denied the benefits of or be subjected Gordon A. Kendall, Richard A. Krieger to discrimination under any of our programs, activities, financial assistance programs, admission policies, training programs, or employment practices. Not pictured: Christopher D. Jenkins

in respect for all whom we serve. We guard in the necessity of innovation. We encourage in financial stability. We always assure financial privacy, dignity, independence, and safety to the everyone in the organization to take initiative, capability to support the services we have chosen best of our ability. be creative, and constantly improve. to pursue. in responsiveness to those whom we serve and that effective communication among ourselves, in being a good neighbor. We cooperate in who serve with us. We provide opportunity for our constituencies, and the public is essential benefiting community welfare wherever we serve. them to voice their concerns and make suggestions. to success. We work continually to upgrade our communications. 9

1001 Kingsmill Parkway, Columbus, Ohio 43229 • 614-888-7800 • 800-686-7800 OPRS is the largest and most experienced not-for-profit provider of continuing care retirement communities and services in Ohio. A faith-based organization with headquarters in Columbus, Ohio, OPRS serves more than 95,000 people in 38 Ohio counties annually through its wholly owned subsidiaries: • Ohio Presbyterian Retirement Services (www.oprs.org) SCAN CODE WITH • OPRS Communities (www.oprscommunities.org) SMARTPHONE • Senior Independence (www.seniorindependence.org) • OPRS Foundation (www.oprsfoundation.org) OPRS Communities & Service Locations 1 Breckenridge Village* 5 Llanfair Retirement 9 Swan Creek Willoughby Community* Retirement Village* 440-942-4342 Cincinnati Toledo 513-681-4230 419-865-4445 2 Cape May 6 Mount Pleasant 10 The Vineyard on Catawba Retirement Village Retirement Village* Port Clinton Wilmington Monroe 419-797-3100 937-382-2995 513-539-7391 3 Dorothy Love 7 Park Vista of Youngstown* 11 Westminster-Thurber Retirement Community* Youngstown Community* Sidney 330-746-2944 Columbus 937-498-2391 614-228-8888

4 Lake Vista of Cortland* 8 Rockynol* *Accredited by the Commission on Follow Us Cortland Akron Accreditation of Rehabilitation Facilities (CARF) – Continuing Care Accreditation 330-638-2420 330-867-2150 Commission (CCAC) of LeadingAge.