McKendree Village Foundation Board Orientation

McKendree Village

• Tennessee’s largest continuing care retirement community

• Founded in 1963

• Affiliated with Vanderbilt University Medical Center

• Maintains a covenant relationship with the Tennessee Conference of the

United Methodist Church

• Licensed by the State of Tennessee

• Accredited by the Joint Commission

(JCAHO)

• EAGLE accredited

McKendree Village Mission Statement

To provide quality retirement living and health care services for senior adults

in a secure, Christian environment.

McKendree Village Vision

• To be the first choice for those seeking excellence in Christian retirement living, long term services and referral information for Middle Tennessee

senior adults and their families

• To be the employer of choice for those who wish to provide quality services

for senior adults in Middle Tennessee

• To be the primary source for the church community in Middle Tennessee

in the planning and providing of services to meet the needs of senior adults

• To be a quality center for the practical training of retirement living and senior health care professionals in cooperation with educational and medical

institutions in Middle Tennessee

Our Vision …

McKendree Village Values

• Christian compassion

• Honesty and truth

Mutual respect for all persons

Quality service at competitive cost

Preservation of confidentiality and personal dignity

An atmosphere of health and well being, hope and joy

Teamwork, supporting and championing each other’s success

Effective and efficient business operation

Practical experience and training for our staff and others

Our Values …

McKendree’s Methodist Relationship

• Founded by the Tennessee Conference

• Covenant relationship with the Tennessee Conference of the

United Methodist Church

• One-third of donations to McKendree Village have come from the

conference and the Golden Cross offering (churches and members)

to support benevolent care

McKendree’s Vanderbilt Relationship

Affiliated with Vanderbilt University Medical Center in 1998

Representation from Vanderbilt on the McKendree Village Inc. Board

and Vanderbilt guarantee of McKendree bonds

• Management, health and education benefits to McKendree and its residents

Overview of Corporate Structure

VanderbiltUniversity

Village Board of Directors

McKendreeSenior Care, Inc

McKendreeManagement Group, Inc.

McKendreeVillage

Inc.

TennesseeUnited Methodist

Church

Foundation Board of Directors

McKendreeHUD Boards

(four)

McKendreeOaks,Inc.

McKendreeOaks II,

Inc.

McKendreeArbors,

Inc.

McKendreeLambuth,

Inc.

McKendreeFoundation,

Inc.

McKendree Village Profile

Independent Living

Cottages40 homes, ranging from 1,100 to 3,000 square feet

Towers

• Fifteen different floor plans – 256 apartments

• Services include:

– Dining room

– Chapel

– Indoor swimming pool and wellness facilities

– Medical clinic

– Bank

– Pharmacy

– Beauty shop

Assisted Living

Manor

• 88 apartments

• Allow residents independence but can add

additional services

• Memory care center to work with residents with

memory care needs

Health Center

• 300-bed facility

• Six levels of care including advanced, intermediate,

Alzheimer’s and skilled nursing care

• Private and shared accommodations

McKendree Village Profile

McKendree Resident Profile

“This is a friendly community with many talented, educated residents that share and enrich our lives with music, arts, and literature. Everyone is friendly, having genuine concern for their neighbors, but are not intrusive. The concerns that come with property ownership and maintenance are exchanged for the security of a safe environment.”

Louise ShortMcKendree Village Resident

McKendree Village Profile

• 42 acre campus

• $43.7 million physical plant

• $24 million budget

• 350 employees

McKendree Affordable Housing Communities are independent living apartment developments for low income senior adults. McKendree Village currently sponsors developments in: 

• Gallatin

• Springfield

• Savannah (two)

• Lewisburg (proposed)

HUD Communities

McKendree Village Ministry

At McKendree Village we have a special ministry of continuing care that is distinguished by our strong Christian heritage. We offer our

residents retirement living and health-care services in a secure, friendly environment. In all that we do, we keep the ultimate goal of

making McKendree home to our residents in mind. It is a caring place where they can live and grow and share their lives with others.

Mary Anna Womeldorf

President & CEO

McKendree Village, Inc.

A husband and wife were recipients of benevolent care. He said, “It is hard for me to know that someone else is helping pay my bills, but it does relieve so much of my worry. I can be more cheerful around my wife. We still enjoy times together

when she has a good day.”

His daughter has noticed a positive change in him since the burden of debt had been eased. She said “he hates to see Momma in her condition, but we are so grateful to McKendree Village and the people who give to the Golden Cross fund for

benevolent care. I don’t know what we would have done without it!”

Benevolent Care

For residents who have exhausted their resources

16% of residents receive Benevolent Care

Total benevolent care provided

FYE June 30, 2002- $911,109

FYE June 30, 2003- $1,202,262

FYE June 30, 2004- $1,635,669 (estimate)

FYE June 30, 2005- $2,069,074 (estimate)

Pastoral Care

• Provides life enrichment for McKendree residents, including:

– Visiting with residents

– Counseling

– Special activities

– Worship services

– Prayer support

– Bible studies

– Singing

– Devotions

• Pastoral Care’s future depends on an endowment to grow staff through educational partnerships,

internships and chaplain programs, so as to meet the needs of McKendree residents and families.

• McKendree is a member of the Clinical Pastoral Care Partnership with

Vanderbilt University Medical Center, Baptist Hospital and St. Thomas Hospital, providing pastoral

interns to McKendree Village.

McKendree Village Foundation

• Fundraising arm of McKendree Village

• Partners with donors to provide for

– Benevolent care and ministry needs of residents

– Capital needs of the village

– Needs for generations to come through the endowment

• Founded in 1998

• Separate support organization

• Independent board

McKendree Village Foundation Mission

The McKendree Village Foundation exists to identify, cultivate, solicit, and recognize

individuals, corporations, and foundations whose charitable contributions support the

operating budget, capital, and endowment needs of McKendree Village, Inc.,

for the benefit of senior adults.

McKendree Village Foundation Income

48%

21.7%

6%4%

14.3%

FYE June 30, 2003- $859,314 in donations

• 48% Planned gifts and estates

• 21.7% Tennessee Methodist apportionment

• 14.3% Golden Cross offerings and donations

• 6% Village appeals and Bell Trees of Christmas

• 4% Charitable Gift Annuities

Foundation Transferred to Village

FYE June 30, 2003 - $785,277 total

• $684,778 Benevolent Care

• $19,367 Small capital/special projects

• $81,131 Capital projects

17.9%

39.6%

18.9%

7.7%

19.1%

McKendree Village Foundation Expenses

$273,504 FYE June 30, 2005 

• Printing/postage            $52,000       19.1%

• Professional Services    $49,000   17.9%

• Office Space                 $18,300       7.7%

• Salaries                        $108,273      39.6%

• Other                            $51,600        18.9%

McKendree Village Foundation Staff

McKendree Village Foundation Funds

• $1,935,804 Benevolent Care Endowment Account

• $1,083,018 Board Designated Account

• $1,083,018 Charitable Gift Annuities Account

McKendree Village Foundation Development Outline

• Annual Fund

– Golden Cross Campaign

– Methodist Conference support

– Bell Tree

• Capital Projects

• Planned Giving

“I love my neighbors and the staff at

McKendree. I felt welcome and at

home the first time I set foot in the

door. The sense of community is

strong, and the friendships I’ve

made make every day a pleasure.

McKendree is special because of the

beautiful surroundings and the

Christian atmosphere.”

Nan Mintmire

McKendree Village Resident

Service and Leadership Standards for Board

• Board Meetings

– Participate in at least 50% of quarterly board meetings

• Committees

– Serve on at least one committee

• Giving

– Personally invest in the ministry of McKendree Village

• Ambassador

– Representatives and goodwill ambassadors

• Counsel in planning and direction

– Provide leadership and counsel in the foundation’s direction

• Fiduciary Duties

– Oversight and accountability for assets and operations

Contact At Any Time

Mary Anna Womeldorf

President and CEO

McKendree Village

Bill Black

Executive Director

McKendree Village Foundation

Willie McDonald

Chair

McKendree Village Foundation