PALISADESVILLAGE

2015 Annual Report

Aging in Community

Serving the Communitiesof Berkley, Foxhall, Kent,

Palisades, Spring Valleyand Wesley Heights

PALISADES VILLAGE n Annual Report 20152

Dear Friends and Neighbors,

Palisades Village had a successful year in 2015. Operating Income of $178,521 was approximately $10,000 over our budget and Operating Expenses of $156,506 were approximately $12,000 less than budget. On a fully allocated basis we finished 2015 with a $22,015 surplus and we had Cash on Hand of $177,960.

We also had a successful staff transition with Peggy Newman’s retirement as Executive Director and Andrea Saccoccia taking over in June. In addition, Jean Boland left in September as Office Manager and Volunteer Coordinator and was replaced by Jacqui Sjoberg. Jacqui will be leaving this coming June and is being replaced by Erica Leighty Blanton, who has already started taking over some of Jacqui’s hours.

At the Annual Meeting held in December 2014, the members approved the restructuring of dues with the objective of increasing membership so that the dues revenue will equal half of the annual income. Dues in 2015 were $62,200, about 36% of revenues and 40% of operating expenses. The higher dues structure has not negatively affected membership. The loss of a small number of members was consistent with annual attrition rates.

Our third Annual House Tour was a success with a great turnout and total revenue of $33,815. The Progress Report and Annual Report produced contributions of $34,781. Individual Con-tributions, Gifts in Kind and Business Contributions totaled $14,433. Foundation Grants to-taled $11,700 and Board Member Contributions totaled $10,400. Member and Social Events produced $4,4604, which covered 75% of the cost of those events.

Palisades Village conducted our first online survey of Full Members, Associate Members and Volunteers over the summer of 2015 to inform a strategic planning process which we completed in late December. We began offering more social and educational events as a result of the survey findings including informational workshops related to Aging in Place, brain health, estate planning, health care, technology classes and drivers training. Our members had opportuni-ties to attend private tours of museums and gardens, walk along the canal and enjoy concerts. Village members were invited to many social events including a summer BBQ, Oktoberfest, and theme-centered parties. Many of these events were catered by our very own Palisades Pan Handlers, a talented group of volunteer gourmet cooks.

The strategic plan, which involved a six-month effort with all board members, focuses on ma-jor goals to strengthen the Palisades Village community, increase membership, raise funds and enhance the effectiveness of the Board and Staff. In the plan, the Board also committed to creating an endowment to ensure the financial viability of Palisades Village for the long-term.

I want to especially thank all of our volunteers without whom there would be no Palisades Village. We look forward to a year of growth and achievement in 2016. With sincere apprecia-tion for your support,

Philip H. Potter President

FROM OUR PRESIDENT...

Palisades Village is recognized by the IRS as a 501(c)(3) public charity, and contribu-tions are tax deductible. We welcome contributions online at www.palisadesvillage.org or by mail.

~ Sue

The thing I love most

about volunteering is

the people I meet

and hearing about

the lives they’ve lived.

Village members are

so interesting and

so very, very nice.

I’m always surprised

to hear of their many

talents and their

adventures. We end

up talking about so

many things, from

history to current

neighborhood needs.

Yes, its people are

the best part of our

Village!

Photo by Hakan Lonaeus

PALISADES VILLAGE n Annual Report 2015 3

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“Anne, her precious dog and I were in terrific shape traveling in her vehicle, which handled the wintry DC roads magnificently. My medical appointment went so well today. I really appreciate the outstanding assistance and your thoughtful help.” ~ Elizabeth

“Thank you for bringing some joy to my Mom. She enjoys the inde- pendence of going grocery shopping, her one pleasure. Palisades Village has helped bring back my Mom’s quality of life.” ~ Julie

“During Snowzilla, Molly saved the day. If it weren’t for her, I wouldn’t have any food in the house. Molly’s phone calls made me feel so special and not so isolated. Thank you Palisades Village for this act of kindness.” ~ Cari

“Philip was a miracle! It was getting dark and raining! He put up my bathroom storm window and carried a very heavy cactus plant up to my kitchen deck. I am very grateful for his services. He did so much more than I asked for! What a volunteer!” ~ Loretta

“I love having John come over to play chess with me. He’s such an exceptional volunteer! ” ~ Charlie

10 Social events that included

605 community members

17 Informational events with

298 participants

5 Excursions that benefited

38 attendees

2 Clubs – Book Club &

Story Telling with

90 participants

3 Weekly clubs – Yoga, Koffee

Klatsch & Lunch Bunch with 223 attendees

“I wanted to go to a wedding but I was worried that due to health reasons I could not make it through the whole service; The wedding was so very meaningful to me, enabling me to witness the marriage ceremony of my dear friend and visit with friends that I haven’t seen for many years. With-out your (Palisades Village) excellent assistance, I would have missed a truly remarkable wedding! I couldn’t have gone without Ada. Ada was truly remarkable; she was thoughtful, generous and kind.” ~ Liz

“After my wife died, I didn’t think I could live alone. Thanks to you and your wonderful volunteers, I know I can. I can continue to enjoy doing the same things I did before. My friends at Palisades Village visit me, take me to social events and we share a meal together. It’s a great organiza-tion. Thank you! ” ~ Sandy

“I received such exceptional service that was above and beyond my expectations. I couldn’t make it to the doctor’s without Janet’s assistance. She drove me, helped me with my bags and filling out the forms. It made such a huge difference; making the seemingly impossible, possible. Thank you so much. I truly appreciated her help.”~ Mary

PALISADES VILLAGE 2015 - BY THE NUMBERS

Transportation

Friendly Visits &Homeowner Chores

Shopping& Errands

TechnologyAssistance

1092SERVICESDirect Member Services Given

Volunteer Hours (Administrative& Service)

5099 HOURS

99 Full Members

125 Associate Members

111 Volunteers

Membership & Volunteers

Activities in 2015

Volunteer training with Mary Pat O’Brien PhD, RN, (11/12/15)

THIRD ANNUAL HOUSE TOUR - OCTOBER 17, 2015

Palisades Village

held its third

annual house

tour on October 17.

The event was a resounding success

featured eight superb houses. The

blustery weather did not deter over

300 ticket buyers from enjoying a great

variety of architecture, style and design.

The tour featured: a remodeled cen-

ter-hall brick colonial; a Victorian

gable; an updated split-level; a Sears

bungalow; a Japanese-styled tea house;

and, several mid-century moderns.

Our community of real estate firms and

agents, local businesses, volunteers,

and many more dedicated neighbors

all came together to orchestrate a

flawless tour. St. Patrick’s and St. David’s

churches also played key roles as venues

for tickets sales and our reception.

Importantly, Palisades Village raised

a record amount of money to support

our services to our over 220 members.

Palisades Village is especially grateful to

its 2015 house tour chair, Karen Schaar!

PALISADES VILLAGE n Annual Report 20154Photos by John Loggins

PALISADES VILLAGE n Annual Report 2015 5

INCOME Actual 12/31/15

Contributions Individuals and Businesses 14,433 Board Gifts 10,400 Progress Report 26,271 Annual Report 8,510 Subtotal 59,614 Foundation Grants 11,700 Membership 62,200 Special Events 33,815 Member and Social Events 4,604 Miscellaneous Income 107 Andy Mollison Memorial Fund 1,700 Endowment Fund 5,570 Total Income 179,310 Add: Funds Temporarily Restricted from 2014 8,631 Less: Mollison Fund (Board Restricted) (1,700) Endowment Fund (Board Restricted) (5,570) Funds Temporarily Restricted for 2016 (2,150) (9,420) Operating Income as of 12/31/2015 178,521

EXPENSE

Salaries and Benefits 95,957 Facilities and Equipment 13,322 Progress and Annual Reports 11,950 Operations 14,056 Special Events 6,784 Contract Services 3,988 Member Services 6,035 Volunteer Activities 2,620 Travel and Meetings 1,794

Operating Expense as of 12/31/2015 156,506

Net Operating Surplus as of 12/31/2015 $22,015

PALISADES VILLAGE INCOME AND EXPENSE FOR FY 2015

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PALISADES VILLAGE n Annual Report 20156

MAJOR DONORS($1,000 and above)

Anita & Ken AdamsKathleen & Thomas AielloAT&TWalter A. Bloedorn FoundationJanet BullingerLouise Curran & Dan ThomassonSusan Elliott & Pat NicoletteKatharine FarrKay & Tom HorstBetty & Frank LanghammerMasonic & Eastern Star CharitiesChar MollisonThomas & Patricia MollisonEllen & Jim MyerbergPhil Potter & Priscilla PaganoArne & Sara PaulsonLynn Scholz & Richard VervilleElizabeth SchuelerBeatrix Von Hoffman

VILLAGE BENEFACTORS($500 - $999)

Susanne AlbrightTheodore ChaconasFrancis CookNancy DutroMary EvansGeorge & Judith FarrAnne FieldingAmy GilbertGene & Patricia GodleyCarol Lynn & William HalalCecilia HilgertRuth KoczelaMaria & William McKitterickJack & Karen NewmanPalisades-Georgetown Lions ClubBeth & Charles PetersSanto PontiereMary Restifo, MDEd Ryan & Catie Malone John SchappiGerry Slater & Halcy BohenElinor TalmadgeJudith & Alec WatsonEvan Witt & Amy Sabrin

FRIENDS OF THE VILLAGE($300 - $499)

AnonymousLuther & Marsha CarterAndrew & Marie ChiarodoTom DeMuth & Janet MannLeonard DownieJames Fetterhoff & Ellen VaradiMary Ann & Peter FlotoBarbara & John FranklinMaryAnn GriffinAlicia JuarreroLee KelleyMary & Ted KingsleyChris & Mary MahleAnna OrmerodElizabeth RatiganJack & Judith RiggsBen RowlandHenry Ryan & Patricia Malone

St. David’s ParishAnne & Christopher SargentSusan SpauldingArden & Frank StarobaLucille & Richard StreeterSarah TaylorVirginia Wechsler

VILLAGE SUPPORTERS($100 - $299)

Margaret & Thomas AdamsAsuncion Aguila & Manuel PenalverAvyeris & Elly Andonyadis

Carol & Lawrence AtenRobert AveryCharles & Martha BartlettMargaret BartlettTerry BartonMartha & William BatesonLinda BaumannJoan BegMartin BernsteinFrank Bevacqua & Rima AzzamBlake Biles & Laura SessumsJane BlairFederik Von BolhuisNathaniel Breed & Robin WhiteDean Brenner & Robin ShaffertMolly BuckKen Buckley & Babsi BernhardtMarcia Bullard & Tom McNamaraJulia CancioSusan Carhart

Chaconas & Wilson Anna Liu ChamotPolly ChoateF.D. ClarkeVera ConnollyFrances CookStephen & Sara DayClaudia DeColston & Roberto WerebeLawrence & Terri DevoreJob & Ghislaine DittbernerClaudia & Jack DixonRuth DodgsonHeather Dolstra & Roy Goldman

OUR SUPPORTERS DURING 2015

Members enjoy Valentine's lunch with Chairman Phil Potter.

Members enjoy Valentine’s lunch with President Phil Potter. Photo by Hakan Lonaeus

PALISADES VILLAGE n Annual Report 2015 7

Cinnamon Dornsife & Charles BarberLouise & William EatonJohn LeMoyne EllicottEllen EysterRobert V. FlemingBarbara & John FranklinLucy FraserAlma & Harry GatesNatalie GreenleafGian Carlo Guarda & Loretta SchaefferRonald GuttmannAnn Haas Paul Hagen & Christine JahnkeEleanore Raven-Hamilton & Michael HamiltonTamzin Harding & Michael WeaverJessie HarrisGlenna HaynieCynthia HelmsBarbara HerzogIlse & Richard HigginsCarla & Roderick HillsConsuelo HirshonArt & Ginger HowardMary K. HuntingtonFrank & Rosalie IngenitoRichard JewettBarbara KafkaNancy KaplanTraude Knauer & Leon ThomasJack & Julie KoczelaCarl Kravitz & Elizabeth WernerAlan K. KriegelRichard JewettCharles & Mary LanmanBurks B. LaphamPeter Larkin & Barbara PowerEleanor & Roger LewisMargaret LewisJack & Marion LipsonMichael R.T. MahoneyDiana MartinSusan MayHannah MazerMichael MazzuchiElia McComieMary Jo McPhersonJacob Meerman & Joan NelsonJack & Micaela MendelsohnBarbara Metcalf

Judy MetroBeatrice MeyersonEric Michael & Craig KrugerSally MillamGreg MizeJohn E. MontgomeryMary T. MooreD.J. MorrisonBrooke Breckenridge MortonLewis & Nancy MulitzCatherine Olivieri-MossJoe Neale & Marcy OppenheimerScott Otteman & Connie GelbPalisades Community ChurchDr. Sushma PalmerCarol Peasley Kate PerryRalph & Helen PetersbergerW. Russell PickeringMalcolm & Sandy PritzkerBrooks & Rebecca RamseyJudy & Stanley RapoportElizabeth RatiganCharles & Judith Ryan ReuschLori RichardsCary Ridder & Dave Albersworth Anna Tate Riegel & Dr. Anton WellsteinDaniel & Alicia RitchieKay RogersDaphne & Malcolm RossStu RossGenevieve RostadMary RukavinaAndrea & Kenneth SaccocciaJohn & Suki SargentKaren Schaar & Robert J. WhaleRobert & Josefa ScholzMargaret Schroeder Frances J. SeymourCora ShawStuart Shear & Jeffrey ShandlerRobert SicilanoJan SmartJoanna SmithJudith & Russell SmithPamela SmithJohn & Kim SneddenRenee SoudeeKatherine SreedharMarcia & Reuben Sternfeld

John StinerSally StrainLucille & Richard StreeterJohn SturcDr. John & Margaret SymingtonAhmet TokpinaarDavid M. TrebingStefan & Marilyn TuckerFrank & Jacqueline TusaArturo ValenzuelaStephen Waller & Jane WardDavid & Margaret WebbDeborah Weinberger & Charles HoytHarold & Sharon WeinerMary Jane Wilson-BilikStephen WolfCherry Wyman & Phil Mause

VILLAGE DONORS(up to $99)Jan AberMary AzcuenagaDrs. Jean & Charlotte BarbeyPatricia & William BrownLynne & William BrownellAnn CasonJuliet DavisPeter DurantJane FarrellDarrell FearnMaria FerraraMargaret HemingwayCarol HurwitzEllen KolanskyPatricia LathamWolfgang Lindbauer & Susanne ThannerRay LustigAnne MastersJohn & Maryann MontgomeryCheryl PetersonAnne ReeseEileen Dugan RomanoNancy RossCraig SakaiAndree & Dean SmithRodney SmithHulit & Paul TaylorDebra ThomasJohn Wells & Heidi HartmannKaty & Mark Winn-Ritzenberg

OUR SUPPORTERS DURING 2015

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PALISADES VILLAGE n Annual Report 2015

Contact Information

Palisades VillageP.O. Box 40403Washington, DC 20016-0403

(202) 244-3310info@palisadesvillage.orgwww.palisadesvillage.org

Federal Employees! Our CFC# is 42460

Join Us! We offer Full and Associate memberships.

Full Membership entitles you to (1) help from volunteers, (2) help in selecting and arranging for services by providers recog-nized by Palisades Village, (3) Across the Fence e-newsletter, and ( 4 ) participation in our social, educational, fitness, and cultural activities. Annual dues: $600 for individuals, $900 for households

Associate Membership entitles you to all the benefits of regular membership except volunteer services. It’s a way to support Palisades Village if you don’t yet need our many volunteer services. Annual dues: $300, of which $250 is tax deductible

Volunteer. Join our cadre of dedicated volunteers and reap all the rewards of helping your fellow neighbors while giving back to your community. Can you give us four hours a month of your time and talents? If so, call the office today!

HOUSE TOUR SPONSORS & SUPPORTERS

American UniversityBeasley Real EstateBeasley Real Estate - Ross VannBreckenridge Design GroupCase Design/RemodelingCathedral CommonsMary M. Cheh, Ward 3 CouncilmemberColey and Reed - Jamie Coley Coley and Reed - Leigh Reed Compass Real Estate - Brian SmithSally J. Cram, D.D.S.Dalton BrodyDeco Home DesignEvers & Co. Real Estate - Nancy & David HammondFederal Home CompanyNancy L. Feldman, AttorneyFoxhall Podiatry Associates, PCFoxhall Square - Bernstein Management CorporationGrand OaksRobert M. Gurney ArchitectAnn HandHanlon Build - Chryssa WolfeIona HouseIngleside at Rock CreekJohn L. Juenemann PaintingKey Elementary SchoolThe Kreeger MuseumLong & Foster - Scott PolkLupo Verde Cucina & BarMac MarketJohn W. Martin, III, D.D.S. & Thomas Boylan, D.D.S.

McInturff ArchitectsMedstar Orthopaedic InstituteDr. Julian Moiseiwitsch, D.D.S. Parker’s ExxonPalisades Village MarketThe PhoenixHamilton Snowber ArchitectsTTR Sotheby’s - Katherine KranenburgSpring Valley ExxonSt. David’s Episcopal ChurchSt. Patrick’s Episcopal ChurchTAD RelocationTown & Country Movers, Inc.Tenleytown TrashLe Village MarchéVoorthuis OpticiansWC & AN Miller Realtors, a Long & Foster Co. - Mike SandiferWC & AN Miller Realtors, a Long & Foster Co. - Jennie McDonnellWashington Fine Properties - Connie CarterWheat’s LandscapingMark Willcher & Co., Inc.

FARMER’S MARKETB SalonBistroquetBlack SaltDC BoathouseEt Voila!Le Rêve Beauty SalonPro Feed Pet Center7th Hill PizzaSur La Place

OUR SUPPORTERS DURING 2015 (continued)

Phil Potter (Berkley) President

John Stiner (Spring Valley)Vice President

Susan Albright (Wesley Heights)Secretary

Char Mollison (Palisades)Assistant Secretary

Ellen Myerberg (Chevy Chase)Treasurer

Janet Bullinger (Palisades) Ted Chaconas (Palisades)Susan Elliott (Spring Valley)George Farr (Wesley Heights)Carol Lynn Halal (Kent)Margaret Lewis (Palisades)Arne Paulson (Foxhall Village)Elizabeth Schueler (Palisades)Gerry Slater (Kent)Judy Watson (Spring Valley)

Andrea Saccoccia, Executive DirectorJacqui Sjoberg, Office Manager

Our Officers, Board of Directors and Staff

How You Can Help

We are saddened by the loss of Ben Rowland, who served as a board member of Palisades Village from 2010 to 2015. Ben was a gradu-ate of Yale University and the Johns Hopkins School of Advanced International Studies.Ben worked for 15 years on Wall Street, and held leadership roles at both the Inter-Amer-ican Development Bank and the World Bank. An avid watercolorist, he was also a political scholar, world traveler, writer and most of all loving family member and friend. We are grateful for the energy and service he offered to Palisades Village. He will be missed.

Remembering Ben Rowland...

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