Corporate Annual Report - Ohio Living · 2016-10-18 · 49%, compared to the average nationwide nursing employee turnover of 63%, and the average Ohio ... Financial Strength Fiscal

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Through Caring and Quality Services

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.

As an organization, Ohio Presbyterian Retirement Services (OPRS) not only does things right – through genuine caring and quality services – but for the right reasons. We are proud of our reputation for excellence, and we are committed to meeting the challenges of our mission in the years to come. Through our service to older adults, OPRS brings together tradition, in the form of our mission, and innovation, in our embrace of technology and expansion.

OPRS has combined tradition with innovation during Fiscal Year 2006 through: Enhancement of rehabilitation nursing, with a new emphasis on actively transitioning residents from

focused healthcare to assisted living, returning them to the highest possible level of autonomy in their lives and work. A dedicated area of 18 private rooms opened in Fiscal Year 2006 at Westminster-Thurber Community.

icaregiver.org, a new service of Senior Independence. This non-commercial Web site provides current information on caregiving issues and topics, easy to print guides, worksheets and educational materials to assist families in successful planning, and direct links to government and other age-related Web sites.

Plans for new facilities and programs. The Brownstones, planned for the Mount Pleasant and Breckenridge campuses, illustrate a concept that we believe represents the future of retirement living. The Brownstone plan makes efficient use of space and property while offering modern and comfortable design features. Other areas of expansion include the conversion of existing assisted living units to skilled nursing units at Lake Vista and Breckenridge, and the implementation of OPRS’ first hospice program through Central Ohio Senior Independence.

Great challenges lie ahead in the future of care for older adults. OPRS plans to meet those challenges with creativity and openness toward technology, coupled with an unwavering commitment to our mission. In other words, OPRS will continue to do things right, and for the right reasons.

Lives...

Charles SchlegelOPRS Board Chair

David KaasaOPRS President/CEO

Lives...

2 2006 Corporate Annual Report

What makes OPRS communities and services different from other providers? As a mission-driven organization, OPRS consistently exceeds the needs and expectations of the markets we serve. We are dedicated to living our mission and keeping the promises we make to those for whom we provide care. OPRS is committed to inclusiveness, a high ethical standard, respect and responsiveness, all of which establishes OPRS as an integral part of the larger community.

Since 1922, we have adhered to the promise that no OPRS residents will be asked to leave because they run out of funds, through no fault of their own, to pay for their housing or care. The Life Care Commitment is the program that helps us to continue to keep this promise.

Another important way OPRS extends its culture of caring into the community is through the Spiritual Life program. Full-time Chaplains are employed at each of our eight continuing care retirement communities. Each campus has an active Spiritual Life Committee made up of residents and guided by the Chaplain. The Chaplains bring an ecumenical perspective to spiritual program-ming. All faiths are welcome at OPRS.

One of our goals is to involve as many local churches on our campuses as possible. To offer residents worship

opportunities from a wide range of denominations, guest pastors are often invited to lead campus services.

A rich spiritual life provides our residents with a sense of peace, belonging and fulfillment. Also, there is growing scientific evidence that indicates a direct correlation between spiritual and physical health.

OPRS also employs a Church Relations staff whose activities are overseen and guided by an advisory council comprised of volunteers and staff throughout the state. Through the Church Relations program, we maintain and build relationships with churches surrounding our communities and Senior

Independence locations. We provide assistance, education and resources to older congregation members and their families.

Our nursing staff is highly qualified and dedicated to a holistic and personalized form of care. The Nurse Aide training program ensures that our employees are

well trained and many aides are recruited directly from this program. Advancement opportunities help keep performance standards high. Evidence of our quality nursing care are in the numbers: the average OPRS nursing employee turnover is 49%, compared to the average nationwide nursing employee turnover of 63%, and the average Ohio nursing employee turnover of 71%. Our nursing staff is dedicated to what they do, and this is re- flected in the high quality of care provided to residents and clients. In addition, the OPRS health care staff provide an average of 3.62 hours of direct care per resident per day. This exceeds the Ohio minimum for direct care staffing – 2.75 hours per resident per day – by nearly a full hour.

OPRS is committed to caring for the whole individual, including his or her physical, spiritual and emotional needs. Because of this emphasis on people over profits, OPRS is able to provide higher quality care to its residents and clients, as well as benefit com-munity welfare wherever we serve.

Caring and Quality Services

2006 Corporate Annual Report 3

“it’s not just dollars ...it’s sense”

Lives...4 2006 Corporate Annual Report

Seized the opportunity to take ad-vantage of the continuing favorable interest rate environment to borrow $60 million for new revenue produc-ing projects including: Brownstone apartment buildings on the Mount Pleasant and Breckenridge campus-es, identification of a satellite site for the Breckenridge campus, conver-sion of existing assisted living units to skilled nursing units on the Lake Vista and Breckenridge campuses and routine capital expenditures at OPRS’ retirement communities throughout Ohio.

Refinanced $29 million, the 1996 and 2001 bond issues, in order to continue to reduce cost of capital.

Purchased 18 additional skilled nursing beds and opened a Medi-care skilled rehabilitation unit on the Westminster-Thurber campus.

Began construction, utilizing funding from 2005 bond proceeds, of a new 53 bed assisted living facility on the Mount Pleasant campus which will be completed mid-November 2006.

Acquired Elder Choices of Central Ohio as a part of Senior Independence’s long-term growth plan, which helped increase net revenues by over 15%.

Began implementation of OPRS’ first hospice program as a joint effort of Senior Independence and Westminster-Thurber Community.

Fiscal Year 2006 was a year in which OPRS took major steps to lay the groundwork to generate strong operational results well into the future. The significant accomplishments shown at left initiated this direction.

Other accomplishments included:

Maintained an overall CCRC occupancy level of 94.6% on 2,786 units, even though twenty-six of Lake Vista’s assisted living units were decommissioned in order to facilitate the construction of a new skilled nursing unit.

Reinvested $8.7 million of cash generated from operations into property and equipment renovation and replacement system-wide.

Increased MPSS total net assets (equity) by $2.8 million as a result of positive operational results, OPRS Founda-tion total giving and investment portfolio performance.

Fiscal Year 2006 generated a $313,000 gain operationally. Our eleven fully operating retirement communities generated a $573,000 operating gain on net revenues of $109.7 million and Community Based Services (Senior Independence) generated an operating loss of $260,000 on net revenues of $22.7 million. We expect to continue to generate positive operational results during Fiscal Year 2007 as we begin to implement the projects financed from 2005 and 2006 bond proceeds.

Please refer to the chart on the next page summarizing our operating results. Following are comments specific to each operational component for Fiscal Year 2006:

Retirement Community Operations – The $573,000 operating gain varied unfavorably from budget by $452,000. The negative budget variance was primarily attributable

to management’s decision, in mid-year, to decommission 26 Lake Vista assisted living beds and convert them to skilled nursing. Other areas of concern during Fiscal Year 2006 included the unanticipated rise in natural gas prices and the elimination of the 10% roll-back on commercial real estate taxes. All of these areas were appropriately addressed in the Fiscal Year 2007 budget and are not expected to be an issue.

Hiring and retaining quality staff continues to be a top prior-ity for OPRS with nursing being a major focus in the coming year. Overall employee turnover increased during Fiscal Year 2006 to 38.6% (from 36.6% in 2005).

Community Based Services Operations – The $260,000 operating loss for Senior Independence varied unfavorably from budget by $312,000. The negative budget variance was a result of Medicare home health episodes falling below bud-get throughout Fiscal Year 2006. Please refer to the Senior Independence section of this issue for more information on Community Based Services.

Non-Operating Gains (Losses) – OPRS Foundation fundraising expenses (for unrestricted, temporarily restricted and permanently restricted net assets) exceeded unrestricted contributions received by $700,000. Total Foundation income, including temporarily and permanently restricted contributions, was $2,641,000 net of operating and capital fundraising activities.

Investment portfolio performance including realized net gains on sale of investments was favorable to budget by $3,364,000. Other non-operating expenses of $420,000 were unfavorable to budget by $146,000. Please refer to the OPRS Foundation section of this issue for more information on the Foundation and its fundraising programs.

Financial Strength

Fiscal Year 2006 Accomplishments


Financial Performance

Consolidated Statements of Revenues and Expenses (000s omitted)

2006 2005

Net Operating Revenue $ 132,371 $ 123,245

Operating Expenses 132,058 123,362

Net Operating Income (Loss) 313 (117)

Non-Operating Revenues and Expenses, Net 3,048 611

Excess of Revenues Over Expenses $ 3,361 $ 494

Consolidated Balance Sheets (000s omitted)

2006 2005

Assets

Current Assets $ 79,535 $ 77,545

Property and Equipment Net 194,255 185,172

Assets (Use Limited) 68,449 20,911

Assets (Held by Third-Party Trustees) 7,797 7,593

Other Assets 11,167 7,699

Total Assets $ 361,203 $ 298,920

Liabilities and Net Assets

Current Liabilities $ 20,482 $ 19,473

Long-Term Debt 198,753 142,250

Refundable Entrance Fees 1,844 1,970

Deferred Entrance Fee Revenues 59,789 56,807

Other Liabilities 4,886 5,750

Total Net Assets 75,449 72,670

Total Liabilities and Net Assets $ 361,203 $ 298,920

Operating Gain (Loss)11 Fully Operational Retirement Communities ........................................................$ 573,000Community Based Services ................................................................................................(260,000)Net Operating Gain ...................................................................................$ 313,000

Non-Operating Gains (Losses)Foundation Net Unrestricted Income ....................................................................... $ (700,000)Investment Income and Realized Gains on Investments .......................................4,168,000Other Non-Operating Expenses ........................................................................................(420,000)Excess of Revenues Over Expenses ........................................................ $ 3,361,000

Other Changes in Net AssetsTemporarily and Permanently Restricted Contributions and Income ................................................................... $ 3,778,000

Unrealized Losses on Investments and Interest Rate Swaps ............................. (1,229,000)Assets Released from Restrictions and Other ..............................................................(346,000)Loss on Early Extinguishment of Debt ........................................................................ (2,785,000)Increase in Total Net Assets for Fiscal Year 2006 .................................................................................. $ 2,779,000

The figures shown below reflect the Excess (Deficit) of Revenues over Expenses and the Total Assets of OPRS for the last 10 fiscal years. (000s omitted) Excess (Deficit) ofFiscal Year Ended Revenues Over Expenses Total Assets

June 30, 2006 ...........................................................................$ 3,361 ...................................$ 361,203

June 30, 2005 ................................................................................. 494 ...................................... 298,920

June 30, 2004 ..............................................................................1,935 ...................................... 282,834

June 30, 2003 .............................................................................(3,454) ...................................... 276,155

June 30, 2002 ..................................................................................178 ...................................... 247,548

June 30, 2001 ..............................................................................4,394 ...................................... 246,481

June 30, 2000 ..............................................................................2,045 ...................................... 231,819

June 30, 1999 ................................................................................ (556) ...................................... 219,679

June 30, 1998 ..............................................................................4,045 ...................................... 215,923

June 30, 1997 ..............................................................................4,056 ...................................... 203,930

OPRS 10-Year History

Consolidated Statements of Revenues and Expenses and Balance Sheets for the Fiscal Years Ending June 30, 2006 and 2005.

Year Ending June 30, 2006


2006 Revenue Percentage

2006 Expense Percentage

$7,444

$6,571

$8,803 $8,612

2002 2003 2004 2005 2006

$8,678

Capital Expenditures (000s omitted)

95.0% 94.6% 94.8% 94.3% 94.6%

2002 2003 2004 2005 2006

CCRC Occupancy

2,548 2,579 2,642 2,6292,824

2002 2003 2004 2005 2006

Full-Time

Part-Time

Employees


Resident CarePrivate 55%

Resident CareMedicare 11%

Resident CareMedicaid 12%

Community BasedServices 17%

EntranceFees 5%

Maintenance 9%

Depreciation 9%

Community Operations& Administration 9%

Interest 5%

Nursing 27%

Dining Services 10%

Marketing 2%

Community BasedServices 17%

Program Services 4%

Laundry andHousekeeping 4%

Corporate Office 4%

“We make a living by what we

get, but we make a life

by what we give.”

–Winston Churchill

Lives...8 2006 Corporate Annual Report

R

Continuing to care for seniors who choose to live life where they want with the assistance they need, Senior Independence extended its mission this year by reaching more seniors in more ways.

Senior Centers and Wellness Clinics provide the needed health education and prevention to enhance the lives of those seniors who remain active in the community. Senior Independence serves 18,000 older adults through our Senior Centers and Wellness Clinics. Wellness Clinics are set up in locations where seniors have easy access: senior centers, shopping malls, apartment buildings and restaurants.

This year, Senior Independence acquired Elder Choices, a homecare agency in Central Ohio. This acquisition allowed Senior Independence to integrate 60 additional employees and 600 additional clients. Several of Elder Choices’ board members have joined Central Ohio’s Senior Independence Professional Advisory Committee (PAC) and the Community Based Services Committee of the OPRS Board of Directors.

Senior Independence received additional funding for five new resident service coordinators, allowing us to serve 20 properties throughout Ohio. These service coordinators assist their area communities with finding needed resources designed to keep residents independent and in their own

homes. Some services may include financial assistance, health care services, and assistance with chores, transportation and more.

Increasingly, people are taking on the role of caregiver for older family members. Nationally, family caregivers provide 80% of care to older adults. This trend is likely to continue as healthcare costs and life spans increase. To address the growing unmet need for support and infor-mation among informal caregivers and their families in Ohio and throughout the nation, Senior Independence created www.icaregiver.org, with no advertising or promotional gimmicks. This Web site went live on the Internet in January of 2006 and has already received over 86,000 visitors. Visitors are able to download forms and guides, link to other age-related Web sites, print educational information on numerous aging topics and ask questions regarding caregiving issues they may be dealing with.

This year we also recognized that many of our clients and their families are in need of services that would give them comfort and compassion during the last phases of their life. To address this need we began the initial process of develop-ing a Senior Independence Hospice program by applying for licensure and certification.

Senior Independence continually enhances the lives of many people in many different ways through the $1 million in donations and grants raised by the OPRS Foundation this year. This financial support, in part, allowed Senior Independence to invest in advanced technology. This technology is used to enhance the lives of seniors who need daily or weekly monitoring in a cost-effec-tive way, resulting in more long-term healthy living. By using technology throughout the community, our health care professionals can connect with more people than ever before. These clients remain in the comfort of their own homes or apartments and still get the health monitoring they need. Today, we can remotely check blood pressure, fluid levels, weight and blood sugar more often, ensur-ing that the client receives medical attention earlier to help prevent unnecessary hospitalizations and physician visits. Personal emergency response systems that allow some-one to notify emergency person-nel by the push of a button from anywhere inside the home or from the yard, enable seniors to remain independent and confident in their own homes or apartments. Currently, Senior Independence is providing this service to over 1,000 seniors throughout Ohio.

Grants = Technology Senior Independence


Lives...


Payor Sources for Units of ServiceUnits of Service

511 1,000 1,070 1,6232,558

4,143 4,679 4,8585,636

7,530

15,800

Adult Day

Service

sM

eals

Service

Coordin

ation

Faith

-Base

d

Nursing

Educatio

n

Transp

ortatio

nHom

e

Health

Welln

ess

Clinics

Health Fa

irs

Senior

Centers

Emerg

ency

Response

Clients Served Fiscal Year 2006

Senior Independence Performance

R


Passport 39%

Private 22%

Local Levy 19%

Medicare 16%

Private Insurance 3%

Medicaid 1%

Home Health (Hours & Visits)

337,893

MealsAdult Day Services (Days)

Transportation (Trips)

171,781

36,53125,790

Lives...

“When you learn, teach.

When youget, give.”

–MayaAngelou


OPRS Foundation Fiscal Year 2006 Accomplishments

This year, the OPRS Foundation celebrates its 20th Anniversary. Altruistic people like you have built strength into OPRS since it was founded in 1922. Generations of individuals have embraced the mission of our organization and helped us enhance the lives of our residents and clients through their generosity. And since the OPRS Foundation was established in 1986, donors like you have given over $140 million in support of the OPRS mission. We’re proud to report how your generosity has made a world of difference for all those we serve.

Gifts to Senior Independence surpassed $1 Million, the highest total in the program’s history, and more than double the total raised last fiscal year.

Cape May dedicated the Hoggatt Pavilion, given generously by Galen and Elizabeth Hoggatt. This was the first major capital gift at Cape May.

Campaign total approached $34 Million as leadership phases for Breckenridge, Dorothy Love and Mount Pleasant made steady gains.

Dorothy Love held the first public kickoff of The Mission, The Vision, The Promise Campaign, and dedicated the new C.H. Ginn Family Entryway.

Campaign leadership phases are preparing to launch at Llanfair, Park Vista, Swan Creek and Westminster-Thurber.

The “Planning For Life” guidebook was developed for use by fundraisers and philanthropy committee members. It assists individuals in planning their estates, and includes sections for recording personal and financial information, spiritual planning, location of important documents, and offers information about charitable giving strategies.

Philanthropy Committee workshops were held at 10 loca-tions throughout the state, with over 70 volunteers participat-ing and over 350 in attendance at the Foundation luncheons.

A third board committee was established called the Fundraising Advisory Committee, which will oversee all fundraising activities and budgets, and will be chaired by the Board Vice Chair.

OPRS corporate communications is now administered by the OPRS Foundation communications department. This team now leads all statewide communications including publications, Web sites and media relations.

Charitable Giving


Kristen Sydney Chair, OPRS Foundation Board

Rev. Timothy Jones Vice-Chair, OPRS Foundation Board

Thomas G. Hofmann President, OPRS Foundation

*1996 2006

Trustees’ Roundtable$100,000+ Cumulative Giving ..............................116 .....................253

Named Endowment CircleProgram Level$500,000+ Cumulative Giving ...................................9 ....................... 21

Supporting Level$50,000 Cash / $100,000 Deferred ...................... 50 ....................... 95

*1996 is Year of Creation

Foundation Support (Number of Members)

$42,021

2000 2001 2002 2003 2004 2005 2006

$41,474 $40,196$42,448

$47,833$50,087

$52,712Total Assets (000s omitted)

Foundation Financial Performance


For the year-ending June 30, 2006

$6,316

$7,634$7,894

$9,563

$7,613

2000 2001 2002 2003 2004 2005 2006

$9,714

$8,589

Total Giving Performance (000s omitted)

Calendar Total Portfolio Total PortfolioYear Performance Investment

2003 15.42% $32,279,801

2004 7.5% $38,116,893

2005 7.6% $41,119,737

Investment Portfolio Performance

Cape May

$8,708

$7,065$6,826

$5,459$5,341

$4,897

$2,680

$1,271

$308$128$17$6

The Vineyard

on Catawba Lake Vista

General

FundWestm

inster-

ThurberSwan Creek

Dorothy

Love Park Vista

RockynolMount

PleasantLlanfair

Breckenridge

Village

AnnuitiesPledged & Other Invested

2002 2003 2004 2005 2006

AnnuitiesPledged & Other Invested Market Gain

$31,660

$35,733*

$39,890** $41,564*** $42,706****

Endowment by Campus

Committed for Senior Independence * = $338,134 / ** = $436,517 / *** = $440,364 / **** = $452,873

Endowment Totals (000s omitted)


Trustees’ Roundtable


Breckenridge

$1,000,000-$2,499,999The Norbert A. Lange TrustMarjorie* & Russell* E. LyonsM. Roger* & Anne M. Clapp

$500,000-$999,999 Anonymous (2) Robert S. & Mary Ellen A.

ColquhounJonathan* E. & Katherine M.

IngersollElmer* & Olga* JuhnkeWillard* & Eleanor* ManbeckThe Nason FoundationKarl* E. & Mary* PrindleAnne McKee* & Helen

Sharadin*Edith H. Smith* Harold* & Emily* Wolf

$100,000-$499,999 Frances Aberle*The American

FoundationAllan* S. & Winifred

AustinHamilton* & Sally BeattyGeorge Bodwell*Ruth J. BozaPaul R. Brahaney*Breckenridge Resident

AssociationRuth E. Bueschlen

The Cleveland FoundationDorothy Saxton Dusa*The Kresge FoundationMary E. Liebenauer*Helen M. Lowther* The Lubrizol FoundationMary Boyd MacBane* Mr. and Mrs. Charles J. MallueThomas* W. & Lillian* MastinAdelaide MathersThe Murch FoundationOhio Department of

TransportationJerome T. & Georgeanne*

OsborneHarriet Parsons* The Reinberger FoundationPaul* & Lillian SchwesingerDon & Joan Selle Margery J. Shields Elizabeth Siena* Corinne Strasmeyer*George A. & Julia* F. TannerHoward VanDen Eyden*Gertrude L. Vrana*

Cape May

$100,000-$499,999 Galen & Elizabeth* Hoggatt

Dorothy Love

$1,000,000-$2,499,999Harold* W. & Mary Louise*

Shaw

$500,000-$999,999 J. Oliver* & Margaret* B. AmosVera D. Ginn*

$100,000-$499,999 Anonymous (5) William* T. & Dorothy* R. AmosAmos Press Gertrude O. Anderson*Hazel D. Blankenbueler*Donn* C. & Isabel* V. BowlusArden* H. & Dorothy L. BurgoonEmerson Climate Technologies/

Copeland CorporationClyde* & Rosemond* DeMottRuth B. Emmons*First Presbyterian Church

of Sidney Leland* & Esther* GiffenClifford P. HarmonHartzell-Norris Charitable TrustMary Isabel Walker Hessler*Irene Jarfas* Mary O. Lecklider* Paul* B. & Marian* S. LongCarolyn M. Marvin*Wilfred & Wilma* McCoyPatrick & Carol MilliganMonarch Legacy FundRosemary Ovenden*Ray Patton*Robert* M. & DeLores*

Ginn PetersDorothy Pillion*

Robert & Thelma SargeantHerbert* H. & Antoinette

SchlaterTom & Sandy ShoemakerThe Stolle Corporation

(Alcoa Building Products)Alene Strouss*Cecil* & Ethel* WatkinsJoseph Herman & Ruth A.

Yoder Memorial Fund

General

$1,000,000-$2,499,999Countess Brown*

$500,000-$999,999 Marian R. Easton*Mildred Lenk*

$100,000-$499,999 Rev. Glen H. & Shirley

Beito GronlundThe Robert Wood Johnson

FoundationKenneth & Caryl KemperOhio Department

of EducationLois Stephens*

Lake Vista

$100,000-$499,999 Jane W. Haynam

Llanfair

$1,000,000-$2,499,999Helen C. Hauck*

Roland* M. & Helen* T. HauckThelma Jungkind*Howard* L. & Catherine* K.

Luedeke

$500,000-$999,999Anonymous (1) Catherine Cowan*Anne Herget*Hertha E. Reinert*Ed Wells

$100,000-$499,999Anonymous (2) Bahmann FoundationGuy Bellows* Mary Lou Bellows Robert Bierbaum* Mildred Bradford* Marion T. & Thurza* BrantCollege Hill Presbyterian

ChurchMartha Corbin* C.Y. Inc. Over 70 FoundationJames* L. & Anna* E. DavidsonJohn M. Disser*Ida FischerCarl* K. & Estelle* GieringerMary C. HeidenreichHelen C. Johnson*Mildred W. Kathman*Sarah Kistner*Martha W. Martin*Wilfred S. Martin*Elizabeth McQuiston*

Celebrating a Lifetime of Caring Recognizing cumulative irrevocable giving of $100,000 or more.

New members in red *Deceased members at time of printing


Cecilia Randall*Walter A. Randall*Frances E. Raymond*Else L. Schulze*John K. ShermanJohn* D. & Mildred* M. WessonIrmgard Zutz*

Mount Pleasant

$2,500,000 and aboveVerla B. McClure

$1,000,000-$2,499,999William C. & Janet A. Shannon

$500,000-$999,999 Anonymous (2) Russell* E. & Ellen* T. HustonWilliam* B. & V. Nadine*

MaitlandWilliam* T. & Oleta* O. Maxwell

Theodora Mrusek* Ralph* J. & Dorothy* StolleFlorence Whitesell*

$100,000-$499,999 Eleanor B. Ackerman*Ralph Augspurger*Margaret A. BissellMillicent Bender*Eva Chapman TrustDean & Lorene Chenault

Memorial Foundation

Council on Aging of Southwestern Ohio

Ray Leslie Fulner* Mary Hankinson* Effa Haynes* George R. & Lois* HenkleEdward H. Hyde* Lena Kennedy*

Edna M. Kinsinger* The Kresge FoundationNellie Losh* Mount Pleasant Golf OutingMount Pleasant Life

Care AuctionHelen Paxton* Jeanne V. & John* PenderyRobert* A. & Nell* QuisnoAlice Reginbogin*Doris Snook*Marian SnookRosemary R. VordenbergLloyd* & Abby E. Whitesell

Park Vista

$2,500,000 and aboveAnne* K. & Byron* Christman

$1,000,000-$2,499,999Harvey* H. & Jane Haynam

$500,000-$999,999 Donald D. MacEwan*Arnold & Helen Stambaugh

Charitable Foundation

$100,000-$499,999 Ruth H. Beecher

FoundationThe Ward Beecher FoundationThelma L. Clark* David D. Davis* Annelies R. DziadzkaJohn D. Finnegan FoundationRalph B. & Evelyn* M. FolsomBarbara C. Kerlin* Ruth E. Kyle Isaac P. Lewis Memorial FundJames & Mary McFarlin

FoundationElizabeth C. Miller*William M. NeckermanPaul* E. & Mary* G. Smith

Rockynol

$500,000-$999,999 John W. Frasche*The GAR FoundationJohn Lampasone*Jerome Taylor*Helen E. Turner*Thomas B.P. Williams*Marion B. Wilson*

$100,000-$499,999 Maxine* & Ben* AnsleyHelen* & Harold* BollingerCurtis E. BrooksWilson Bruggert* Edward & Maurine CarrMaxene* D. & Russell* D.

DarrahFranklin Dickinson*Mary E. & Richard* W. FairchildEunice Barnes Foore*Eugene K. Fouse* Lucille* & Robert* HarrisLois D. Henschen* Jocelyn Jenkins Betty S. & William* R. JewellRichard H. Mather*Leonard* W. & Vivian* MooreNancy W. Nesbitt*The M.G. O’Neil FoundationMr.* & Mrs.* Charles ReinherrWilliam* B. & Delphine* C.

TelfordMargaret J. Weber*

Swan Creek

$2,500,000 and aboveCharles* J. & Loraine* M.

Moore

$1,000,000-$2,499,999Jeanne Reed

$100,000-$499,999 Rilma Buckman

Donald Flickinger* John* W. & Waneta JacksonGeorge* & Elizabeth L. KridlerArthur* L. & Gladys P. LennoxEleanor Longbrake Eunice B. Luelf W. Royse* & Audrey* N. MoranGale A. Race*Martin & Norma RuehleOliver* E. & Olive* S. ToddJames* & Betty* West

The Vineyard on Catawba

$100,000-$499,999 Anonymous (1)

Westminster-Thurber

$1,000,000-$2,499,999John F. & Juliet* Schoedinger

$100,000-$499,999 Anonymous (3) Violet H. Bittner Central Ohio Area Agency

on AgingBeatrice J. ClevelandColumbus Medical

Association FoundationMary DeWees* Sarah DeWees* Glenn* & Lucille* DurflingerHayden* C. & Grace* EdwardsVelma V. Everhart Ruth Fetzer* Barbara Frautschi Sophie E. Kerr* Leona Mithoff Fund Helen Murray* Nationwide FoundationMario Pagano* Geraldine G. Price Bill & Edith Walter Foundation

Recognizing Leadership in Endowment Giving

Named Endowment Circle


Breckenridge

$500,000-$999,999 The Clapp Family EndowmentThe Elmer & Olga Juhnke EndowmentThe Marjorie Noble Lyons EndowmentThe Edith H. Smith EndowmentThe Anne M. McKee/Helen Sharadin Endowment

Dorothy Love

$500,000-$999,999 The C.H. Ginn & Vera D. Ginn Endowments for

Life Care and Spiritual LifeThe Mary Louise & Harold W. Shaw Endowment

Llanfair

$1,000,000-$2,499,999The Catherine K. Luedeke Memorial Endowment

$500,000-$999,999 Anonymous (1) The Anne Herget Endowment

Mount Pleasant

$1,000,000-$2,499,999The William C. & Janet A. Shannon Endowment

$500,000-$999,999 The Hampshire Buckley EndowmentThe V. Nadine & William B. Maitland EndowmentThe William T. & Oleta O. Maxwell Endowment

Park Vista

$2,500,000 and aboveThe Anne Kilcawley Christman Endowment

$1,000,000-$2,499,999The Haynam Family Endowment

Rockynol

$500,000-$999,999 The John W. Frasche EndowmentThe Jerome Taylor EndowmentThe Helen E. Turner Endowment

Swan Creek

$500,000-$999,999 The Loraine M. & Charles J. Moore Endowment

Westminster-Thurber

$500,000-$999,999 The John F. & Juliet S. Schoedinger Endowment

Supporting Level Endowments $50,000 cash / $100,000 deferred, or $100,000 cumulative

Breckenridge

Anonymous (3) The Lorne Howe Aikins, M.D. & Velma A. Aikins, R.N.

EndowmentThe Gwenydd Beatty EndowmentThe George B. & Virginia K. BodwellThe Ruth & Oliver Boza EndowmentThe Paul R. Brahaney EndowmentThe Anne M. & M. Roger Clapp EndowmentThe Robert & Mary Ellen Colquhoun Endowment

The Raymond & Mary Haserodt Memorial EndowmentThe Kay & Jack Ingersoll EndowmentThe Laura Liebenauer EndowmentThe Rodney Daniel & Mary Boyd MacBane Memorial

EndowmentThe John Markwart EndowmentThe Karl & Mary Prindle EndowmentThe Paul & Lillian Schwesinger EndowmentThe Hazel V. & Margery J. Shields EndowmentThe Joseph F. & E. Alice Smole EndowmentThe George & Julia Tanner EndowmentThe Emily M. Wolf Endowment

Dorothy Love

The Dorothy R. & William T. Amos EndowmentThe Margaret B. & J. Oliver Amos EndowmentThe Gertrude O. Anderson EndowmentThe Copeland Corporation EndowmentThe Ruth B. Emmons Life Care EndowmentThe Hartzell-Norris Charitable Trust EndowmentThe John J. & Mary Isabel Walker Hessler EndowmentThe Irene Jarfas EndowmentThe Howard A. & Carolyn M. Marvin EndowmentThe Wilfred A. & Wilma McCoy EndowmentThe Robert M. & DeLores Ginn Peters

Life Care EndowmentThe Rike Family Foundation EndowmentThe Thomas E. & Sandra S. Shoemaker

Family EndowmentThe George & Ilene Verdier Family EndowmentThe Cecil & Ethel Watkins Life Care Endowment

Program Level Endowments Cumulative endowment

giving totaling $500,000 and above

General

The Glen H. & Shirley Beito Gronlund Endowment

Lake Vista

The Haynam Family Endowment

Llanfair

Anonymous (2) The Mr. & Mrs. Robert Bierbaum EndowmentThe Marion & Thurza Brant EndowmentThe Mr. & Mrs. William E. Hutchinson EndowmentThe Helen C. Johnson EndowmentThe Amor E. & Sarah K. Kistner Life Care EndowmentThe Glenn Rogers EndowmentThe Margaret Jean & Edward Wells Endowment

Mount Pleasant

The Effa K. Haynes EndowmentThe George Henkle & Lois I. Henkle EndowmentThe Russell E. & Ellen T. Huston EndowmentThe Edward H. Hyde EndowmentThe Margaret Evans Kirby Memorial EndowmentThe Clem & Verla McClure Memorial EndowmentThe John A. Pendery & Jeanne V. Pendery

EndowmentThe Robert & Nell Quisno EndowmentThe Doris L. Snook EndowmentThe Marian Snook EndowmentThe Rosemary Vordenberg EndowmentThe Donald Wade Memorial EndowmentThe Florence Whitesell EndowmentThe Whitesell Family Endowment

Park Vista

The Ruth H. Beecher Foundation EndowmentThe Leon A. Beeghly EndowmentThe David D. & Velma Davis EndowmentThe Luzie A. Dziadzka Memorial EndowmentThe Ralph & Evelyn Folsom Family Endowment

Rockynol

Anonymous (1)The Curtis Brooks EndowmentThe Edward L. & Maurine M. Carr EndowmentThe Ennice Chopard EndowmentThe Maxene D. Darrah EndowmentThe Richard W. & Mary E. Fairchild Endowment The Eugene Fouse EndowmentThe GAR Foundation EndowmentThe Handyside Brothers Memorial EndowmentThe Forest E. & Helen P. Hoot EndowmentThe Jocelyn M. Jenkins EndowmentThe Betty S. & William R. Jewell Family EndowmentThe Leonard W. & Vivian B. Moore EndowmentThe Keith & Nancy Nesbitt Family Endowment The Virginia Spurling EndowmentThe William & Delphine Telford EndowmentThe Margaret Julia Weber Memorial Endowment

Swan Creek

The Donald G. Flickinger EndowmentThe John & Waneta Jackson EndowmentThe Elizabeth L. & George G. Kridler EndowmentThe Dr. Arthur L. & Mrs. Gladys P. Lennox EndowmentThe Eunice Luelf EndowmentThe Gale A. Race EndowmentThe Jeanne Reed EndowmentThe Oliver E. & Olive S. Todd Endowment

Westminster-Thurber

The Barbara Frautschi EndowmentThe Ruth Phillips Life Care EndowmentThe Geraldine G. Price EndowmentThe Mabel Sarbaugh/Bea Cleveland Endowment


New endowments in red

Living Legacy SocietyRecognizing donors who have made a deferred gift or will bequest that supports the work

of OPRS communities and Senior Independence.


Breckenridge

Anonymous (7)Frances Baillie Charles & Cordelia BarkleyJames & Diana BattenRobert & Kay BeattySally Beatty Elizabeth H. BendigBeverly Besselman Margaret M. Bittner*John D. & Elsie E. BlazekGeorge* & Virginia* BodwellMargaret J. Bowen Ruth J. Boza Clayton H. & Lois D. BradshawPhilip & Alice BraistedMargaret Bretschneider Princess B. BrittonKeith & Melissa BrumaginRuth E. Bueschlen Marian Callow Constance C. Canney*Mary C. Carter Robert & Mary Ellen

ColquhounBetty C. Coy Jayne CrawfordFrank E. & Dorothy K. DavisMargaret E. Davis Herbert & Ethel DieckmannJames* & Isabelle* DunlapPhyllis H. Evans

Louis* & Gladys EwaldBeth Falkner-Brown William* & Grace FountaineMarie & Dale GeorgeDale & Pamela GlickerGeoffrey* & Virginia GoodwinMary Kay Graham Donald & Brenda GrauerDennis & Linda GrisezMarjean S. Grobe Shirley HackerDebra K. HagartyRuth HanawaltEleanor L. HardgroveNelle Heiligenthal Lorraine S. HeneryS. Lois Hepler* Janet Hetman Michael & Anita HeysJames & Susan HickeyJean Hodgin William F. & Eloise V. HutchinsonJonathan* & Katherine IngersollMarabeth & Scott IzzoFlorence E. JacobsonGary G. & Maita L. JarkewiczCharlene & Robert KenneallyMorgan & Ruth KetchumClara KieberMargaret Lenke James LewisH. Stephen* & Carol Madsen

Charles & Jane MallueLisa MansourAdelaide Mathers Duane & Eleanor MayhewKarl & Marjorie* McEachronElizabeth McIntosh Elizabeth W. Miller*John & Kathryn MurrayChrista Oksiloff Hugh D. & Gretta PallisterJeanne M. PattersonWilliam* & Mary PattersonRalph & Julia* PelegrinAlberta Pfeifer Linda PribJune PuchyJames & Barbara RandallTammy L. Raybuck-Gavin and

Patrick GavinRichard J. ReedKenneth & Eleanore RobinsonGloria J. RogersMiriam Rutz David Schell Marjorie Schultz Jane E. Scott Donald S. & Joan M. SelleJ. Reid & Leah* SheltonMargery J. Shields Margaret C. SmithMary C. Soptich Janine Stanchfield

John & Michele StevensGeorge Tanner Ward & Miriam ThielHorace & Marjorie ThompsonPauline M. Thurman Helen M. Troha Minerva F. Vaughan Ethel G. Weiman Kerri L. WhitehouseMiriam L. Wilson Mary M. Winters Joseph* & Ethel Yassany

Cape May

Donald* D. & Martha A. BernardRobert A. & Eunice M. BylerWilliam A. & Marjorie J. CareyGlenn CustisElizabeth A. EvansWalter & Grace NicholsJudi A. Pohlmeyer

Dorothy Love

Anonymous (4)Douglas Wilson AllingerHelen L. BeckerWilliam W. BillingRobert & Sigrid BrackneyMary J. BradleeIrvin & Elma BrownJack* D. & Peggy A. BrownMargaret L. Burns & Catherine

M. Truster

Geneva Cotterman* Charles C. Cuppy Frances Dragonette Eugene & Nila ElsassTimothy & Cynthia FisherPaul & Wilma GahaganElinor Gattshall Marilyn George Vera D. Ginn* Emory H. & Gwen E. GroveHannah Hardy Clifford P. Harmon Madge G. Haynes Mabel L. Hill Richard E. Hunter* Milton & Josephine JahodaIrene Jarfas* Ray & Louise KoenigIra LindseyHenrietta J. LivermoreDanza E. MastErma Mast Myron & Jeanne MaxsonWilfred & Wilma* McCoyJeanne Mears Patrick & Carol MilliganDaniel J. & Richele O’ConnorConstance B. Penty* Thomas & Marlene PowersLura Richmond Dennis & Donnajean RubleHerbert* & Antoinette Schlater

Continued on next pageNew members in red

*Deceased members at time of printing


Carl L. Schulz Mary Louise Shaw* Deborah Sherman-RingFlorence S. Shine Tom & Sandy ShoemakerMaxine Spencer Sara E. StanfieldMarie E. Stevens Helen StumpMerlin J. & Elaine E. TangemanMartha E. Thompson Esther M. Tirey Marabelle J. Wiehe Howard & Betty YandaVirginia M. Zeller

General

Fredrick B. & Susan L. BallJoyce Rutherford DonnerRev. Glen H. & Shirley Beito

GronlundHarold* & Agnes HamiltonThomas & Sandra HofmannDonald* & Lynda HueyDavid & Rayna KaasaKenneth & Caryl Kemper

Lake Vista

Charles & Madeline BradfordStanley & Joyce Seagle

Llanfair

Anonymous (3) Beatrice W. Atwood Josephine BarkerRuth M. Bateman Mary Lou A. BellowsRobert Bierbaum* E. Lloyd BohnenkamperMarion Brant Marcia K. Cahall Margaret F. Cook

Clara L. Curry James E. & Ann S. EddyIda Fischer Barbara J. Gordon Ruth HartzellHelen L. Hayward Mary C. HeidenreichC. Leroy & Gladys* HeinleinVernice M. Huneke Margaret E. Hyer Kathleen Kiefer Marilyn J. Kiefer Alva* & Katherine KippGeorge Lemich Howard & Beryl* McClaryCarmen A. Mockrud Jean Nieman Sheena M. PartonJ. M. & Catherine* PollockVerna Rahe* Edna B. Reis Glenn & Lana RogersJohn & Betty RoosaFrancis B. & Ruth F. RosevearJohn K. Sherman Chester & Dorothy ShotwellRowena Stare*Hilda J. Stegman* Alma Vetter Helen B. Vogel* Jean H. Warner Ed Wells

Mount Pleasant

Anonymous (4) Robert* & Betty* Akers

Courtyards and other beautification initiatives are often made possible through memorial gifts.

Living Legacy Society Continued


Jane Haynam Laura C. Hazel* Jennie R. Ingram* Ruth V. Jones Carl A. & Ruth N. KnittelRuth E. Kyle Mr. & Mrs. Peter MapesJames R. McAuley Mary Jane McClurg Jane E. McCrory William M. Neckerman, Jr.Mary Neff Ellen C. Newman Dominic A. Nudo Eugene & June OsborneAlice M. Payton* Lawrence* E. & Martha PogueCatherine W. PowersHoward Probert Rosa PushkaPaul & Evelyn RichellAlice E. Rowney Mary Alice Schaff Elizabeth Schwartz Yvette D. Stanley Jean G. Steele Virginia A. ThompsonLorene A. Troxell Ralph E. & Helen Yingst

Rockynol

Anonymous (1) Lawrence J. BeckerPhyllis S. Blaine Thomas W. & Patricia A. BlazeyHarold* & Helen* BollingerMartha E. BoyleLois W. Brock Curtis E. Brooks

Jane B. RobinsonJames B. Roosa William L. & Jeanne SandstonPauline Schmidt Hugo & Marianne SchumacherWilliam C. & Janet ShannonRobert & Dorothy ShawOlive Ruth Smith Marian Snook Lois H. Snyder Ruth C. Stephenson Mr. & Mrs. H. L. TorstveitJean D. Van Scoyoc Rosemary R. VordenbergKathryn D. WadleighRay & Sue WeltyAbby Whitesell Elizabeth Wiley Lineta H. Wilkins Ruth Yinger

Park Vista

Anonymous (3)Charles* & Virginia AxtmannHarriet E. Broward Janyce Bruce Thomas & Mary CochranDavid* D. & Velma DavisMildred G. Dyke Annelies R. DziadzkaDouglas & Joan EverettRaymond Fine Ralph & Evelyn* FolsomElsie H. Fox Esther C. Gee Clarence Goterba E. Thomas & Helen HarnishJack* & Jaye HarrisMary Harvey

James* & Bertha AndersonRalph Augspurger TrustJoseph* & Laura* AyerHerbert* & Charlotte BahlF. William* & Martha BarnesS. Alvin & Mary Eleanor BellMargaret A. BissellHarriet Blessing Charles* G. & Clara K. BoyleMargaret Brackney Josephine BrandenburgCharles & Geneva BrebnerLouis* J. & Virginia T. BrownJames & Viola BrunerNiel & Meredith BuckleyMary Louise Charles*Michael Dannis George & Mary Jane DavisJohn K. & Ann Elizabeth

DonaldsonWalter B. Evans Kathie S. GannonMary Nell Griffin Charles & Marian HatteryGeorge & Lois* HenkleLeslie J. & Elsie L. KumpCharles E. & June* LeasureJennie E. Martin Margaret L. Matson Mary C. Maurer Beatrice McClellan Verla McClure Kenneth* & Gladys* McGrathBarbara A. Mearns J. James & Carol PearceJeanne V. Pendery Robert G. & Helen* B. Prickett

Edward & Maurine CarrEileen J. Crist John P. Daneman Janie H. Davis Hope E. Everhart Mary Fairchild

Enid M. GreenElbert E. Gruber* Jocelyn M. Jenkins William* R. & Betty S. JewellTed & Alice KerskerRobert N. MacCallumDoris A. MacDonald Adele P. Manson

Thomas Montgomery Vincent* & Dorothy MorganMartha Louise NelsonHelen M. Schultz Hope Grunder SeeseAnna M. Shean

Freda M. Simpson Robert Meriwether & Ruth

Ellen SmithJoseph C. Weller Edith G. Werner* Miriam J. Willis Ida D. Wong

External Trusts

Trusts are enduring. They provide annual income to benefit OPRS and the older adults we serve.

Breckenridge

Norbert A. Lange Trust

Dorothy Love

Mary E. Becker Charitable TrustOskar & Charlotte Buschmann

FundWilliam J. Hannum Memorial

FundHunter Family Fund Rosemary Ovenden Trusts (2)Dr. & Mrs. Walter Whayne

Webb Memorial FundJoseph Herman & Ruth A.

Yoder Memorial Fund

General

Joel U. Adams Trust

Llanfair

Mary D. Hock Trust Else L. Schulze Charitable Trust

Mount Pleasant

Reynold G. Anschutz TrustEva Chapman Trust Dean & Lorene Chenault

Memorial Fund Russell E. & Ellen T. Huston

Fund

William B. & V. Nadine Maitland Trust

Dr. & Mrs. Walter Whayne Webb Memorial Fund

Park Vista

Anne Kilcawley Christman Charitable Foundation

Marion C. Lange Memorial Fund

Isaac P. Lewis Memorial Fund

James & Mary McFarlin Foundation

Arnold D. & Helen R. Stambaugh Charitable Foundation

Mr. & Mrs. Dale Walton Memorial Fund

Rockynol

S. Margaret Gallagher FundBasil J. & Anne Scafidi TrustThomas B. P. Williams

Testamentary Trust

Westminster-Thurber

Miss Jessie Draden Memorial Fund

Leona Mithoff Fund Pearl A. Wagner Fund


Swan Creek

William L. Adler Elizabeth A. Alley June W. Baker Howard* W. & Mildred G.

BoggsJackson Bryan Rilma Buckman Beth J. Burman William CameronEdwin & Mary* DurivageRichard & Nancie EntenmannVerna K. Evanoff Donald G. Flickinger* &

Marilyn L. MillerHoward* & Lois L. GrasserDorothy K. Gregg* Arthur Havens Margaret E. HerbertBelle Ann Hilewick Alice D. HowellOlive R. Jackman* Waneta Jackson Theodore & Phyllis* JenkinsSevern & Catharine JoyceNeva B. Karl M. Richard Knight Marjorie Kohler Gladys LennoxJames & June LimbirdEleanor Longbrake Eunice B. Luelf Elsie R. MariettaElizabeth MeloyJohn O. MeloyDeborah R. Merritt James* & Virginia* PerryJoseph & Phyllis ProvenzanoJeanne Reed Virginia L. Robb Eugene Robedeau, Sr.Dorothea RoshongMartin R. & Norma E. Ruehle

Margaret Schneider Jack* & Barbara* SearsCarl & Ruth Sisco William B. Tanner


Robert J. Bredbeck Lloyd & Jeanne KirbyAnne Crowe Clarence Crowe

Westminster-Thurber

Anonymous (2) Amy A. AllenLucille M. AndersonJohn* & Dorothy* BaileyNancy P. Baum Violet H. Bittner Alice Boyer Betty Chapin Beatrice J. Cleveland Nancy S. Cooper Carol Jane Cross Robert L. DardingerRobert* & Esther DarrowBruce Davis Aubrey Degraw Jesse D. Degraw Velma V. Everhart Mr. & Mrs. Michael FordLillian K. Fornof Barbara A. FrautschiCarson & Helen HaneyEdna G. Harrison Jennifer L. HemmerleinRobert G. & Helen W. HoehlFrank* & Mabel IrvineAnne Johnson & David

CampbellVirginia K. Jones* Dr. Pamela Jones-MortonRobert & Jean H. KeitzRuby I. Koerper Evadene Kunze*

Steven & Sarah LeMoine Charles Lindabury Fairy O. Linn Miller S. Makey, Sr.George & Jeanne ManserRobert & Shirley MaurathCarl H. McFadden Phyllis R. Meadows Robert Merkle Charles R. Milone* David* & Sue MooneyHoward & Doris MoyeMary MunnNancy MunnPeter MykrantzKennard & Roberta NelsonGeraldine G. Price James D. & Evalyn P. RoehmJo Schmidt John F. SchoedingerRobert & Sandra SimpsonEdward A. Smith Joan M. St. James James A. Stuckey June Todd* Mary Jane TschappatMartha C. Walke Glen & Alice WallaceMargaret E. Ward Audrey S. Warner Eleanor P. WaterlooFrances Wharton*Elizabeth C. White H. Art WilliamsPatricia Wilson Doris P. Wipert Kenneth & Elnora Wood

New members in red *Deceased members at time of printing

President’s ClubRecognizing cumulative cash or in-kind giving of $1,000 or more during Fiscal Year 2006.


Visionary .......... $100,000 and up

Benefactor ....$50,000 to $99,999

Leader.............$25,000 to $49,999

Founder .........$10,000 to $24,999

Investor ...............$5,000 to $9,999

Director ..............$2,500 to $4,999

Member ..............$1,000 to $2,499

* Deceased members as of printing

+ Members whose qualifying gifts

were designated for both a campus

and Senior Independence

Breckenridge

VisionaryAnne M. ClappShirley GibsonKatherine M. Ingersoll+

BenefactorNorbert A. Lange Trust

LeaderEdward B. Dunlap, Jr.

FounderVirginia Bodwell*Maud D. BrayBreckenridge Resident

Association Robert & Mary Ellen

ColquhounPeter & Alice Hitchcock The Lubrizol FoundationSusan & John Turben Foundation

Tinkham Veale IIThe Veale FoundationThe Robert Wood Johnson

FoundationRobert & Virginia Young

InvestorThe Lincoln Electric

FoundationThe Murch FoundationJeanne M. PattersonKatherine S. PikeRuple Paving & ConcreteMargery J. ShieldsC. Carlisle & Margaret Tippit

Charitable Trust

DirectorBreckenridge Village

North Care CardsPaul L. & Marian H. CarllWilliam & Joyce DouglasJohn G. & Kathryn W. Murray+Lois SimpsonElaine C. Voyer

MemberAnonymous (4)Richard ArmitageElizabeth H. BendigHarry L. & Virginia M. BigelowJohn H. BlazekBreckenridge Village

–Gift Shoppe/Crafts –Miscellaneous –Ridge Care Cards

Donald G. BrownJames A. & Beth F. BrownCarol ChesterJean G. ColemanRuth W. DeMuth*Leonard & Sally ElliottEdward J. & Laurie FeldkampMark A. & Susan W. FrohmanVirginia H. GoodwinKathryn Gonser EloffJames R. & Susan P. HickeyAnne T. HilbertEdward & Sheila HodinaMary HouzeJeffrey R. HuntsbergerBertram T. KennedyPaul S. LavikMr. and Mrs. Charles J. MallueDavid R. MorganChrista OksiloffRichard J. Reed +Fred C. Rutz FoundationMelvin & Jeannette SchaeferDavid & Annette Schell +Betty H. SchweitzerRoger & Cheri Shumaker +The South Waite FoundationLeonard R. StoneMary A. ThomasWilloughby Rotary FoundationJohn & Sylvia YankeyFrederick & Jacqueline Yocum

Senior Independence Greater Cleveland

LeaderThe Murch FoundationOhio Department of

Transportation

FounderThe Higley FundUnited Way of Lake County

InvestorRobert & Mary Ellen

ColquhounOhio Department of Education

MemberMargaret J. BowenWilliam & Joyce DouglasWestern Reserve Area Agency

on AgingMary M. Winters

Cape May

DirectorJames RhonemusEupha Shanly

MemberDonald* D. & Martha A. BernardIrvin & Hilda BrandehoffWilliam & Marjorie CareyElizabeth A. EvansKatharine B. McMillanForrest L. MoranFred MurphyWalter & Grace NicholsBrad Reynolds

Dorothy Love

BenefactorRalph & Mary Jo HelmanAntoinette Schlater

LeaderEmerson Climate Technologies/

Copeland Corp.Mark & Dorothy KnoopRobert C. & Thelma B. Sargeant

FounderJohn & Janice BeigelWalt & Carol BennettEvelyn BensmanJ. D. & Margaret FrancisRosemary Ovenden

Charitable Trust

InvestorRichard A. & Sarah S. AmosOskar and Charlotte

Buschmann FundRaphael A. & Barbara B.

EchemannThomas B. & Elizabeth K.

HerrlingerB. Mark & Carol V. HessLee & Jo Ann KuhlmanWilliam J. & Jacqueline M.

SnowThomas & Pauline WatkinsThomas & Judith WesterheideJoseph H. & Ruth A. Yoder

DirectorAnonymous (1)


Mary E Becker Charitable TrustDorothy Love AuxiliaryDorothy Love Church

Service FundFrances V. DragonetteECK Refrigeration, Inc.Scott J. Hinsch, Sr.

Minster BankMonarch Legacy FundDaniel J. & Richele O’ConnorShelby Preferred InvestmentsTom & Sandy Shoemaker

MemberAnonymous (1)Douglas Wilson AllingerAmos PressFrank & Virginia BazlerKarl & Judy Bemus Betty Z. Bennett

Bruce & Judi BoydJames & Cheryl BoyerIrvin & Elma BrownCharles & Kay CaudyCharles E. & Rise M. Cochran

Dorothy Love CraftersMark R. & Lynne M. Dunham Harry N. & Bonnie FaulknerFirst Presbyterian Church

of TroyGeorge R. Gardner FoundationThomas & Marvalene GivenThomas & Carolyn HayMaxine KauffmanM. June KauffmanKauffman Family

Foundation, Inc.Ella M. KuckScott & Cynthia LandonWilfred & Wilma* McCoyPatrick H. & Carol B. MilliganPeoples Federal

Savings & LoanGlen & Vanis PhillipsThomas & Marlene PowersDennis & Donnajean RubleJane L. RussellDeborah J. Sherman-RingWilma G. SiggFrederick C. & Gay E. SmithPatricia Ann TwissHenry WalterDr. and Mrs. Walter Whayne

Webb Memorial Fund

Senior Independence Miami Valley

FounderThe Dayton Foundation

MemberEmerson Climate Technologies/

Copeland Corp.Miller-Valentine-Walsh Gifts

CommitteeMonarch Legacy FundReynolds & Reynolds Associate

FoundationSam’s Club Foundation

Lake Vista

InvestorDorothy A. Philipp

DirectorLake Vista Residents

AssociationGlen & Betty Sanzenbacher

MemberMarcena Q. DilleyJane W. HaynamStanley & Joyce Seagle

Llanfair

LeaderElse L. Schulze Charitable TrustEdward R. Wells

FounderMary Lou BellowsCY Inc. Over 70 FoundationCharles & Carol Schlegel

InvestorLlanfair Crafters

DirectorLynwood L. Battle, Jr.Covenant First Presbyterian

ChurchRichard & Helen HaberstrohMary D. Hock External TrustMargaret E. HyerKnox Presbyterian Church

MemberAnonymous (1)Melvin BendingClara L. CurryBurton & Florence HolthusMary Ann JacobsMadeira-Silverwood

Presbyterian ChurchMt. Auburn Presbyterian

ChurchSheena M. PartonJohn & Jean PlattnerPleasant Ridge Presbyterian

Church

Glenn & Lana RogersFrancis B. & Ruth F. RosevearRobert W. SatterfieldPaul & Marilyn SchneebergerMary Louise SchrothElsa A. ShirkJane M. ThompsonWestwood First Presbyterian

Church

Senior Independence Southwest Region

BenefactorOhio Department

of Transportation

LeaderThe Conover Trust

FounderOhio Department

of Education

InvestorFay V. HonchellMiddletown Community

FoundationCharles & Carol SchlegelThe Helen Steiner Rice Fund

of The Greater Cincinnati Foundation

MemberThe Foundation of the

Cincinnati Academy of Medicine

Nancy A. Munafo

Mount Pleasant

BenefactorAnonymous (1)Mount Pleasant Auction

LeaderReynold G. Anschutz TrustRobert & Mary Jo CropperRussell E. and Ellen T.

Huston FundMarian Snook

President’s Club Continued


Raymond & Dorothy SloanBetty J. SpurlingLorraine A. StewardJosephine F. ThomasJean D. Van ScoyocRichard WaxweilerRay & Sue WeltyDr. and Mrs. Walter Whayne

Webb Memorial Fund

Park Vista

VisionaryAnne K. Christman Charitable

Foundation

BenefactorArnold & Helen Stambaugh

Charitable Foundation

LeaderJane W. Haynam

FounderRuth E. KyleJames & Mary McFarlin

FoundationWilliam M. Neckerman, Jr.

InvestorJohn F. & Loretta A. Hynes

FoundationRuth H. Beecher FoundationPollock Personal FoundationLouise E. Slawecki

DirectorMary HarveyDavid J. Rees, Jr.Mrs. John F. TylerEdith M. Wilms

MemberThomas L. & Mary L. CochranDouglas & Joan EverettClarence R. Goterba

E. Thomas & Helen I. HarnishJaye HarrisLaura C. Hazel*Alan HutchisonAnthony & Mary LaricciaJames R. McAuleyJohn M. Newman, Sr.Park Vista South Residents’

AssociationMrs. Charles B. SchaffThe Scotford FoundationHoward A. & Sally A. SeedsDorse SeipleMr. and Mrs. Dale Walton

Memorial FundCarolyn A. WermanWarren P. Williamson Jr. Fund

Senior Independence Mahoning Valley

FounderThe Community Foundation

of Mahoning ValleyJane W. HaynamAT & T (formerly SBC)Youngstown Foundation

MemberChris CutlerProut Boiler Heating & Welding

Rockynol

BenefactorRobert O. and AnnaMae Orr

Family Foundation

FounderRuth & Bill* BondEugene K. Fouse Charitable

Lead UnitrustRoger T. & Judith A. ReadThomas A. TormeyThomas B. P. Williams

External Trust

InvestorCurtis E. BrooksThe Jean Thomas Lambert

FoundationThe M.G. O’Neil FoundationBasil J. and Anne L. Scafidi

Charitable TrustRex SeanorWomen’s Endowment Fund

of the Akron Community Foundation

DirectorAkron Home

Improvement, Inc.William R. & Karen W. FethThe Maynard Family

Foundation

MemberAnonymous (1)Ruth L. Binns*Martha E. BoyleLisle M. Buckingham

Endowment Trust of the Akron Community Foundation

Henry F. & Nancy R. BurmeisterThomas L. & Mary L. CochranOscar & Betty ComstockThe Mary S. & David C. Corbin

FoundationR. Douglas & Linda F. CowanMary L. DowningGeorge FrankinoS. Margaret Gallagher FundThe Hershberger FamilyNeva I. HumphreysMollie HutchinsonJames & Eva MillerMiller’s Medical & Home Care

EquipmentOMNOVA Solutions

Foundation

FounderBenjamin & Jean BellDean & Lorene Chenault

Memorial FundMiriam G. Knoll Charitable

FoundationRichard & Jeanette Wardrop

InvestorDavid & Jean Akers Robert H. Akers*James P. & Viola R. BrunerNiel A. & Meredith W.

BuckleyGeorge R. HenkleVirgil L. MainesWilliam B. and V. Nadine

Maitland TrustMount Pleasant Golf OutingOhio Department

of EducationJames B. & Letty J. RoosaWilliam L. & Jeanne R.

Sandston

DirectorEva Chapman TrustGuerney H. ColeDeceuninckBarbara R. DeGarmoJoseph W. & Louise W. HeidlerTed & Nancy KarchnerA. Craig & Florence KennedyMount Pleasant Spring

ExtravaganzaJohn M. & Jennifer M. RidgeBetty L. SextonDorcas J. Weidner+Robert & Dorothy Wieneke

MemberAnonymous (1)

AK Steel CorporationJames & Joan AkersBertha M. AndersonL. Bruce & Neila M. BarnesBeltone Hearing Care &

Audiology CenterMargaret A. BissellPatrice A. BowmanWilliam J. & Gladys M.

CrawfordMichael DannisAnna Dion*Joy DysartC. Stanley GockelVirginia L. Goebel-FisherJames Gorman Insurance, Inc.Charles E. & Marian D. HatterySabra HollowayJohn & Ruthanna JeterAllan L. & Judy A. KarchnerLeslie J. & Elsie L. KumpVirginia C. KuntzMistler Family FoundationBrad MortensonDick M. & Charlotte NisbetNorma M. NossokoffOxford Presbyterian ChurchBill K. & Dorothy E. ParnellDonald & Raylene PelfreyWilliam & Lois PhilipsThomas W. & Wanda J. PiersonJoe & Jean PonderPremier Health PartnersMary Ellen PurkrabekDonald W. Richter*Thomas P. Robertson*Sawyer RealtorsHugo H. & Marianne M.

SchumacherWilliam C. & Janet A. Shannon

We gratefully

acknowledge our

donors for their

support and generosity.

Every effort has been

made to accurately

recognize our donors.

If any errors have

occurred, please accept

our sincere apology

and contact the

Foundation office

with any corrections

at 614 888-7800

or 800 686-7800.

ThankYou!


John T. & Patricia L. PalmerRockynol AuxiliaryRockynote CardcraftersHope A. SeeseAnna M. SheanC. Eugene & Betty Ann StalnakerJames & Emily* Taylor

Senior Independence Akron/Canton

FounderOhio Department of Education

InvestorThe Sisler McFawn Foundation

MemberEnid M. GreenNorbert J. Lewandowski

Swan Creek

LeaderAnonymous (1)

FounderMarjorie BristowWilbur C. JacobsNational City Bank

DirectorSwan Creek Resident

Association–Gifts & More

MemberGerald & Kimberly Danes+Charles J. & Sharon A.

DendingerWilliam & Jeannie DennlerBrian Hazel-BahrsTheodore G. JenkinsRichard & Sheila KriegerJames & June LimbirdBenjamin & Martha MarshMr. & Mrs.* William SalaDonald H. & Dolores M.

SaundersCharles & Margaret SearsSwan Creek Resident

Association

Senior Independence Greater Toledo

FounderOhio Department of Education

DirectorRobert D. Lightner

The Vineyard

InvestorOhio Capital Corporation

for Housing

MemberDebra K. HagartyBenhart & Virginia HyvarinenKenneth MohlerHarry Stensen Memorial Fund

Westminster-Thurber

FounderAnonymous (1)Central Ohio Area Agency

on AgingKatherine D. CookeinChord Communications Inc.Charles A. LindaburyLeona Mithoff FundJohn F. Schoedinger

InvestorBroad Street Presbyterian

ChurchThomas Gorman

DirectorAnonymous (1)Aubrey Degraw TrustVelma V. EverhartWilliam & Susan GillamRobert G. & Helen W. HoehlMarc SmithVirginia R. WalterBetty White

MemberAnonymous (2)Acordia

G. A. BallBoulevard Presbyterian

Church of ColumbusBeatrice J. ClevelandJesse D. Degraw TrustPatricia L. DineenJean KleinpasteRuby I. KoerperSteven & Sarah LeMoineKassim A. & Lois M. Mahdi+Robert E. & Shirley W. MaurathCharles H. MengPeter S. & Jane P. MykrantzDavid & Louise PenceJane P. RiddleSandra M. SimpsonMary Jean SwensonKristen J. SydneyMargaret E. WardWestminster-Thurber

–Handcrafters –Spiritual Life Committee –Thurber Towers Resident Association

David C. WillFrederick WilliamsDoris P. Wipert

Senior Independence Central Ohio

VisionaryCentral Ohio Area Agency on

Aging

BenefactorUnited Way of Central Ohio

LeaderThe Columbus FoundationFranklin County Office on

AgingThe Harry C. Moores Foundation

FounderCardinal Health, Inc.City of Bexley

Ohio Department of Education

DirectorAthena Institute for Women’s

Wellness, Inc.William C. LeiterElizabeth Shedd Mykrantz

Family Fund

MemberAnonymous (1)Del Charlene Simmons

General Campus Support

FounderKenneth & Caryl Kemper

InvestorThomas & Sandra HofmannDavid & Rayna Kaasa

DirectorRodney L. Crist

MemberThe Joel U. Adams TrustFredrick B. & Susan L. Ball+Michael & Barbara

DistelhorstConnie S. DullinAnne Johnson & David

Campbell+Chris McKenzieJoyce Miller EvansJoyce Rutherford-Donner

General Senior Independence Support

DirectorTimothy & Gretchen Ann

Jones

MemberRev. Glen H. & Shirley Beito

GronlundDavid & Nancy KingRay & Sue Welty

2006 Leadership

Ohio Presbyterian Retirement Services Board of Directors

Front Row: (left to right) Donald H. Saunders, Frederick C. Smith III (Vice Chair),

Mary Ann Jacobs, Charles Schlegel (Chair)

Middle Row: Kay E. Caudy, Amy J. Roscoe, Thomas D. York, Judy D. McCormick,

Theodore G. Jenkins, Dorothy A. Philipp, Edna D. Pincham

Back Row: Kassim Mahdi, Ted W. Karchner, Howard J. Moye, Sandra R. Byers,

Burton E. Holthus, John A. Peterson, William C. Leiter, Richard A. Krieger

Ohio Presbyterian Retirement Services Foundation Board of Directors

Front Row: (left to right) Richard Mack, Kristen J. Sydney (Chair),

Rev. Timothy F. Jones (Vice Chair), James B. Roosa

Middle Row: David J. Kaasa (OPRS President/CEO), Nancy Peterson,

James P. Bruner, Maria Quinn, James H. Sisek, Cornelia L. Brand, Ned Gold

Back Row: Cheryl Boyer, Rev. G. David Hawley, Benjamin F. Marsh,

Donald E. Hoffman, C. Eugene Stalnaker, Jean Evans

Not Pictured: William R. Gillam

Midwest Presbyterian Senior Services Board of Directors

Front Row: (left to right) Charles Schlegel (Chair), Frederick C. Smith III (Vice

Chair), Mary Ann Jacobs, Donald H. Saunders

Middle Row: Kay E. Caudy, Sandra R. Byers, Amy J. Roscoe, Kristen J. Sydney,

Judy D. McCormick, Theodore G. Jenkins, Dorothy A. Philipp, Edna D. Pincham

Back Row: Ted W. Karchner, Kassim Mahdi, Richard A. Krieger, Burton E. Holthus,

Howard J. Moye, John A. Peterson, William C. Leiter, Thomas D. York


in inclusiveness. We are open to residents, clients, staff, and volunteers without discrimination of any kind.

in a high ethical standard. Not only do we hold ourselves to the letter but also to the spirit of the law in all tasks and relationships.

our reputation for high quality and caring service is our most valuable asset. We strive to make excellence the mark in all that we do.

that dedicated staff and volunteers are the key to providing high quality and caring service. The chief responsibility of management is to help them succeed in their efforts.

in respect for all whom we serve. We guard privacy, dignity, independence, and safety to the best of our ability.

in responsiveness to those whom we serve and who serve with us. We provide opportunity for them to voice their concerns and make suggestions.

in the necessity of innovation. We encourage everyone in the organization to take initiative, be creative, and constantly improve.

that effective communication among ourselves, our constituencies, and the public is essential to success. We work continually to upgrade our communications.

in financial stability. We always assure financial capability to support the services we have chosen to pursue.

in being a good neighbor. We cooperate in benefiting community welfare wherever we serve.

It is the policy of OPRS that no person, based on the grounds of race, color, creed, religion, national origin, age, sex, or handicap, be denied the benefits of or be subjected to discrimination under any of our programs, activities, financial assis-tance programs, admission policies, training programs, or employment practices.

We Believe...

1001 Kingsmill Parkway, Columbus, Ohio 43229 • 614 888-7800 • 800 686-7800 • [email protected] • www.oprs.org

Communities &Service Locations

Senior Independence – Home and Community Based Services in 36 Ohio counties, 800 686-7800.

9

Breckenridge Village

Cape May Retirement

Village

Lake Vista of Cortland

Mount Pleasant Retirement

Village

Llanfair Retirement Community

Dorothy Love Retirement Community


RockynolRetirement

Community

Park Vista Retirement Community

Swan Creek Retirement Village

Westminster- Thurber Community

Documents

Corporate Annual Report - Ohio Living · 2016-10-18 · 49%, compared to the average nationwide nursing employee turnover of 63%, and the average Ohio ... Financial Strength Fiscal