southern ohio medical center Development Foundation Annual Report FISCAL YEAR 2018 2201 25th Street Portsmouth, OH 45662 740-356-2784 www.somc.org/development Index Letter from the President/CEO, Randy Arnett 1 SOMC Development Foundation 2 SOMC Development Foundation Beneficiaries 3 Development Foundation Board Members 3 Legacy Society Members 3 Development Foundation Staff 4 Community Partnership Program 5 SOMC Development Foundation Events 5 Community Champions 6 Community Partners 6 Event Sponsors 7 SOMC Guild Contributions 8 SOMC Employees Making a Difference 9 Friends Community Center 9 Grant Funding Received in 2017 10 Fund Balances 10 Headlines 11 Donor Contributions 14 Dear Friends, As we look forward to another new year, the SOMC Development Foundation celebrates the generosity of friends and community members like you who have helped contribute to another successful year of fundraising and support for southern Ohio and northern Kentucky. The Transcending Lives campaign is near completion. That marks a significant moment in our goal of continuing to provide support and care for Hospice patients and their families. We anticipate ground breaking for the new Hospice addition in the coming spring. Other funds have also done well this year, allowing us to support cancer and heart patients, diabetes sufferers, community projects, and much more. Thanks to the generosity of the Donaldson family, we are proud to have distributed our first scholarship from the Jim and Clara Donaldson Scholarship Fund. The SOMC Development Foundation Annual Report for Fiscal Year 2018 recognizes our donors and highlights our accomplishments during the period of July 1, 2017 through June 30, 2018. Thank you for your compassion and continued involvement in the meaningful work our foundation supports. Sincerely, Randy Arnett President/CEO Southern Ohio Medical Center Grant Bridge, Our mission is to make a difference by identifying the Portsmouth community’s health and wellness needs while bridging the gap between those needs and the cost of the solutions. The SOMC Development Foundation encompasses fundraising efforts for the Hospice Caritas Fund, Cancer Compassion Fund, Breast Cancer Compassion Fund, Employee Relief Fund, Heart & Vascular Fund, Pediatric Fund, Community Health & Wellness Fund, Endowment Fund, Jim and Clara Donaldson Scholarship Fund, Juvenile Diabetes Fund and the Annual Fund which covers the areas of greatest need. These funds generate much needed support and enable SOMC to continually deliver extraordinary care for future generations. We’re here to make a difference in our community. Our goal is to help provide much needed resources that will help sustain the health care needs of our community members. We engage in fundraising efforts to help support initiatives throughout SOMC and our community. This support ranges from the purchase of new equipment and technology to upgrading facilities as well as other community projects that address our community’s health and wellness needs. Support and funds raised by the Development Foundation enable SOMC to respond to challenges and new opportunities as they arise. 2 SOMC Development Foundation Beneficiaries in FY 2018 + Smoking cessation + Cardiovascular + Furniture for the classes for our rehabilitation for heart inpatient Hospice Center community patients + Resurfacing and nets + Breast, colon, lung and + CPR training for local for Mound Park Tennis heart screening program high school students Courts + Hospice Transcending + Sunscreen dispensers for + Juvenile Diabetes Lives Capital Campaign the Earl Thomas Conley informational packets for + Love Your Heart program Park Splash Pad local students + Basic needs for cancer, + Mobile App for local heart & vascular, hospice volunteer EMS units and pediatric patients FY 2018 SOMC Development Foundation Board Members + Diane Applegate + Maureen “Mo” + Nancy Hawk + Dr. Vincent Coburn Scarpinato + Randy Arnett, CEO + George Lawson + Robert R. Dever + Justin Schmidt + Sandy Cable + J. William McKinley + Gary Duzan, Vice + Dr. Marsha Smith + Barb Clayton + Dart Miller Chairman + Amy Clemmons + Dr. Michael Raies + P. David Fowler, Chairman + Sandra Reiser Legacy Society Members Through their wills, estates, trusts and life insurance, these remarkable donors have created last- ing legacies that will serve healthcare in the southern Ohio area for years to come. Even during their lifetime, donors can redirect a portion of their assets and estates to charities and lower their taxes or estate fees. We are grateful for our Legacy Society members and their generous donations that will help the SOMC Development Foundation continue its mission in the long term: + Randy & Glenna Arnett + Linda Donaldson + Anna Jean Slater + Dr. Suzann Bonzo + Samuel M. McKibbin If the future of our community’s health and wellness is of interest to you, please consider becoming a member of our Legacy Society by contacting us and consulting your professional advisor as legacy giving requires professional assistance. 3 FY 2018 SOMC Development Foundation Megan McKenzie, Manager of Community Staff Relations and Development Mary Arnzen, Major Gift & Planned Giving Officer Shaye Coburn, Development & Database Coordinator Hayley Burchett, Donor Relations Coordinator Cathy Mullins, Grant Writer 4 Community Partnership program Our Community Partnership Program was created to help raise awareness through sponsorships of SOMC events that promote our community’s health and wellness needs. Our vision for this program is to establish strong philanthropic partnerships between SOMC and our valued Community Partners. FY 2018 SOMC Development Foundation Events + Hospice Memorial Ride - Hospice Caritas Fund + Summer Soirée - Transcending Lives Capital Campaign + Run for Your Life - Community Health & Wellness Fund + Paint it Pink - Breast Cancer Compassion Fund + Winter Wonderland - Annual Fund + Pamper Your Heart - Heart & Vascular Fund + Hike for Hospice - Hospice Caritas Fund + Golf Tournament - Community Health & Wellness Fund 5 FY 2018 Community Champions SOMC is committed to making a positive difference in the lives of our patients, employees and the communities we serve. This year, the SOMC Development Foundation has partnered with 12 Community Champions who are also committed to helping our community. Our Community Champions are those partners who have generously sponsored every fundraiser throughout our fiscal year. Proceeds from their sponsorship support different funds such as the Hospice Caritas, Cancer Compassion, Heart & Vascular, Community Health & Wellness, the Annual Fund and the current capital campaign, Transcending Lives. Our success would not be possible without the generous support of our caring community. We are very grateful for their partnership and commitment to the health and wellness of not only our hospital but also to the community! FY 2018 Community Partners + Allstate - Portia + Copies Galore - + Infra-Metals, Ohio Spradlin Agency Linda Donaldson + Todd & Jill Preston + Amy L. Heim, DDS LLC + Desco Federal + Nancy Hawk, Real Credit Union + Berndt & Murfin Estate Gallery, Inc. Insurance Agency + Healogics, Inc.; SOMC + National Church / Sherman-Kricker Wound Healing Center Residences Insurance Agency + Hunter - Williams + Scioto Shoe Mart Insurance Agency, Inc. 6 FY 2018 Event Sponsors Summer Soirée Diamond Sponsors Pearl Sponsors + B B & E, Inc. + International + Dr. Jay Hamze + Shawnee State + Berndt & Murfin Brotherhood of + Healogics, Inc. University Insurance Agency Electrical Workers / SOMC Wound + Dr. Marsha Smith / Sherman-Kricker Local Union #575 Healing Center + Dr. Kendall & Insurance Agency + Jim’s Pest Control + Drs. Mike & Kelly Fay Stewart + Ron & Connie Raies, Portsmouth + West End Electric + Bickett Machine & LeMaster Vision Center Co., Inc. Gas Supply, Inc. + Vicki & Tom Noel Ruby Sponsors + Dr. Suzanne Bonzo / + Portsmouth + Randy & Glenna + William McKinley Mark & Keri Kuhn Emergency Arnett + Matt & Jennifer + Century 21 Empire Ambulance + Big Bear Lake Miller Service, Inc. Realty, S.E. + Jeff & Claudia + National Church + Dr. Vincent Scarpinato Burchett + Coca - Cola Residences & Eric Armstrong + Desco Federal + Edward Jones - Jodi + Todd & Jill Preston + Schmidt Family Credit Union High, Asa Jewett, + Ritchie’s Food Restaurant Group + Hometown Chris Mauk & + US Bank Management Corp. Distributor, Inc. Barry Rodbell + Wastren + Hunter - Williams + SOMC CCM + Genesis & Interim Advantage, Inc. Insurance + Mickey & Suzi + Glockner Enterprises + WSAZ Agency, Inc. Warsaw Winter Wonderland Double Platinum Sponsors Gold Sponsors + Dr. Vincent Scarpinato + WAI Construction + Berndt & Murfin Insurance Agency / & Eric Armstrong Group, LLC. Sherman-Kricker Insurance Agency Platinum Sponsors + Hunter - Williams Insurance Agency, Inc. + Allstate - Portia + Jim’s Pest Control Silver Sponsors Spradlin Agency + Dr. Thomas & + Randy & Glenna + Infusion Solutions + B B & E, Inc. Cheryl Khoury Arnett + Dr. Duane & + + Bickett Machine & Rachel Marchyn Century 21 Empire + Vicki & Tom Noel Realty, S.E. Gas Supply, Inc. + Roger W. Davis + Portsmouth + Coca-Cola + Desco Federal Funeral Home Emergency Credit Union + + Edward Jones - Jodi Rutman Burnside Ambulance + Harris Floor Realty Group, LLC High, Asa Jewett, Chris Services, Inc. Covering, Inc. + Scioto Shoe Mart Mauk & Barry Rodbell + + Infra-Metals Co. + Emergency Physicians Schmidt Family Bronze Sponsors Medical Group, PC Restaurant Group + Design Group + National Church + Genesis & Interim + Shawnee