OPRS - Ohio Living€¦ · the magic keys to living your life with integrity. Ongoing Operational Improvement Although fiscal year 2010 was a another difficult year for the economy

OPR

SBuilding on Strengths Positioning for the Future

Corporate Annual Report Fiscal Year 2010

In fiscal year 2010, OPRS achieved its highest level of operational results ever, as well as maintained a 93.23% Continuing Care Retirement Community (CCRC) occupancy level on 2,972 available units. The first phase of Breckenridge Village at Grace Woods, a satellite campus of Breckenridge Village, was completed, adding 68 Brownstone apartment homes in two buildings. Also, major renovation to the Westminster Terrace building at Westminster-Thurber Community was finished, and work was continued on the aquatic therapy pool at Park Vista of Youngstown.

Senior Independence expanded by serving over 85,800 clients, and more than doubled its hospice volume. In October 2009, Senior Independence signed its first two ipartners, Kendal Northern Ohio and Wesminster Canterbury of Lynchburg, Virginia. Also, Senior Independence’s iCaregiver Guide won “Best of Show” in the National Mature Media Awards. The Central Ohio and Greater Cleveland Regions were named to the HomeCare Elite list, which recognizes the top 25% of the nation’s home health agencies.

The OPRS Foundation raised $6.8 million in total giving, and after a two-year decline, assets rebounded by more than $2.5 million. Thanks to donors’ generosity, outcomes from The Mission, The Vision, The Promise Capital Campaign continued to be seen, with four groundbreakings and one dedication taking place in fiscal year 2010. The Board of Directors also approved an endowment campaign for Breckenridge Village to begin in fiscal year 2011.

Ohio Presbyterian Retirement Services (OPRS) prides itself on being an organization that consistently aims to enhance the lives of our residents and clients, making sure we provide them with the best caring and quality services. This goal has been at the heart of the OPRS mission since our organization’s inception and has been a driving factor to continue building on our strengths.

In a year when the market and economy were once again questionable, OPRS demonstrated its strength in a number of different ways. Our CCRCs had higher occupancy rates than both the state and national averages, which drove our growth and development structurally and programmatically. Also, OPRS prepared for a restructuring of the company that was effective July 1, 2010. Through this change, Ohio Presbyterian Retirement Services became the official name of the parent company with three wholly owned subsidiary companies underneath: OPRS Communities, Senior Independence and Ohio Presbyterian Retirement Services Foundation.

Through our enhancements, expansions and restructuring, OPRS is able to offer quality services to more people and better serve older adults wherever they live. As we continue to build on our strengths and position ourselves for the future, we look forward to sharing our journey with you.

Sandra R. Byers Board Chair

David J. Kaasa President/CEO

Since its founding in 1922, OPRS has worked hard to live out its mission of providing older adults with the best in caring and quality services. As a company, OPRS holds itself, and all those affiliated, accountable for their actions. That’s why OPRS has made it a priority to continue enhancing its ethics and compliance efforts, which help to promote education and the resolution of all compliance issues. The organization also maintains a culture of respect where detection and resolution are key behaviors to quality. The core belief is that if OPRS employees behave ethically while openly discussing ethical behaviors and expectations, shared beliefs will soon become shared practices. Through ethics and compliance efforts, OPRS is doing its part to remain a business with exceptional morals, thus upholding and expanding its high standards of care for future generations of residents and clients.

Another way in which OPRS is advancing is through its ardent dedication to social accountability, the community benefit it provides above and beyond the services that are paid for. Through OPRS’ efforts this past year, $13,569,950 was given back in total community benefit. The highlights and stories of OPRS’ social accountability can be found in a separate report, Doing the Right Thing, a companion piece to the OPRS annual report.

2 • 2010 OPRS Annual Report

2010 OPRS Annual Report • 3

Have the courage to say no. Have the courage

to face the truth.

Do the right thing because

it is right.These are the magic keys

to living your life with

integrity.

Ongoing Operational Improvement

Although fiscal year 2010 was a another difficult year for the economy and the long term care industry, OPRS generated very positive operating results from both of its operating divisions.

Fiscal year 2010 generated a $4,686,000 operational gain. The two operating components of Midwest Presbyterian Senior Service, the

CCRCs and Senior Independence’s community based services, combined to achieve the largest operating margin in OPRS’ recorded history! OPRS also continued to develop and execute new projects funded from a 2006 financing, as well as operate its facilities efficiently during a recessionary economy and ongoing real estate decline.

The 11 fully-operating retirement communities generated a $2,840,000 operating gain on net revenues of $134.8 million and Senior Independence generated an operating gain of $1,846,000 on net revenues of $36.4 million. We expect to continue to generate positive operational results during fiscal year 2011.


• June 2010 brought the completionofthefirstphaseof Breckenridge Village at Grace Woods, a satellite campus of Breckenridge Village located in a lovely wooded setting south of the Grace Episcopal Church. This phase included 68 Brownstone apartment homes in two buildings: Woodland Ridge (20 homes) and River’s Edge (48 homes) along a scenic wooded ravine.

• Finished construction of a dining and activity addition to The Grove Alzheimer’s unit at Llanfair Retirement Community.

• Westminster-Thurber Community completed a major renovationonthefirstflooroftheWestminsterTerracebuilding, creating a main street setting that includes a large Bistro Café with dining area, bank, business office,GeneralStore,diningroomandanexpandedmeeting room leading to a lovely patio area for residents of the Westminster Terrace building. In addition to the firstfloorrenovation,thesixthandseventhfloorassistedliving areas were also refurbished and feature a theater, remodeled dining room and a Wii gaming area.

• Maintained CCRC occupancy levels of 93.23% on 2,972 available units during a prolonged economic and housing downturn. This, in addition to the strong operational performance of Senior Independence with its hospice, home health and other programs, helped OPRStohavestrongfinancialresults.

• Reinvested over $10.1 million generated from operations into its existing facilities system-wide property and equipment renovation and replacement.

• Currently expanding of The Vineyard on Catawba’s Chalet assisted living, which will enlarge the activity areas and add an additional four assisted living suites to the building.

OPRS Financial Accomplishments The following significant accomplishments achieved during fiscal year 2010 contributed to OPRS’ very positive operating results:


• Working to complete the addition of an aquatic therapy pool to Park Vista of Youngstown’s rehab and therapy area in the health care center, funded by capital campaign donations.

• Currently renovatingthefirstfloorofThurberTower, Westminster-Thurber Community’s independent living building, with a new Resident Life and Arts Center, funded by capital campaign donations.

• Presently constructing The Veale Wellness and Aquatic Center, which includes a therapy and lap pool, exercise/ wellness space, massage therapy area, café/meeting area, locker rooms and a connector to the Breckenridge Village North Apartments, funded from capital campaign gifts.

• Began two-year renovation and expansion project at the Breckenridge Village Fairmount Health Care Center and Nason Assisted Living Center. This project includes relocating the rehab therapy area and adding eight skilled beds and six assisted living apartments. Capital gifts are helping to fund these vital needs at Breckenridge Village.

$10,178

$8,678$9,222

$10,193

20102006 2007 2008 2009

$9,417

Capital Expenditures (000s omitted)

CONSOLIDATED BALANCE SHEETS (000s omitted) Assets 2010 2009Current Assets $143,845 $ 94,519Property and Equipment Net 242,069 228,374Assets (Use Limited) 11,201 39,668Assets (Held by Third-Party Trustees) 8,190 7,804Other Assets 8,599 7,599Total Assets $ 413,904 $ 377,964

Liabilities and Net AssetsCurrent Liabilities $ 28,246 $ 25,893Long-Term Debt 206,082 186,207Refundable Entrance Fees 2,138 2,138Deferred Entrance Fee Revenues 64,514 63,915Other Liabilities 20,312 15,777Net Assets 92,612 84,034

Total Liabilities and Net Assets $ 413,904 $ 377,964

Retirement Community Operations – The CCRCs had an actual operating gain of $2,840,000 which varied favorably from budget by $1,698,000. Although the CCRC corporate-wide census was below budget by 23.6 units (93.23% occupancy) as a result of the recessionary economy, the CCRCs were able to offset the majority of the revenue shortfall as a result of positive expense controls.

Community Based Services Operations – An actual operating gain of $1,846,000 and a favorable budget variance of $1,311,000 was the best year in Senior Independence’s history. The favorable budget variances were in the hospice program statewide and operating expense savings. Please refer to the Senior Independence section of this issue for more information on community based services.

Non-Operating Gains (Losses)–Inadifficultfundraisingyear,theOPRS Foundation achieved $6,815,163 in total giving. In addition, actual investment portfolio performance, which includes investment income, realized and unrealized capital gains, varied favorably to budget by $2,713,345. Please refer to the OPRS Foundation section of this issue for more information on the Foundation and its fundraising programs.

(in thousands) Year Ending June 30, 2010

Please refer to the chart to the right, which summarizes the OPRS operating results. The following are comments specific to each operational component for fiscal year 2010:

CONSOLIDATED STATEmENTS Of OPERATIONS AND CHANgES IN NET ASSETS 2010 2009 Net Operating Revenue $ 171,186) $ 162,740) Operating Expenses 166,500) 159,075)Gain from Operations 4,686) 3,665)Non-Operating Revenues and Expenses, Net 1,939) (3,020)Excess of revenues and gains over expenses and losses before unrealized gains (losses) on investments and interest rate swaps 6,625) 645)Unrealized gains (losses) on investments 5,492) (5,440)Unrealized change in value of interest rate swaps (4,855) (4,300)(Deficit) excess of revenues and gains over expenses and losses 7,262) (9,095)Temporarily and permanently restricted contributions and income 2,839) 5,417)Assets released from restrictions and other (1,523) (1,485)Increase (Decrease) in Net Assets $ 8,578) $ (5,163)


OPRS Financial Performance

CONSOLIDATED STATEmENTS Of OPERATIONS AND CHANgES IN NET ASSETS 2010 2009 Net Operating Revenue $ 171,186) $ 162,740) Operating Expenses 166,500) 159,075)Gain from Operations 4,686) 3,665)Non-Operating Revenues and Expenses, Net 1,939) (3,020)Excess of revenues and gains over expenses and losses before unrealized gains (losses) on investments and interest rate swaps 6,625) 645)Unrealized gains (losses) on investments 5,492) (5,440)Unrealized change in value of interest rate swaps (4,855) (4,300)(Deficit) excess of revenues and gains over expenses and losses 7,262) (9,095)Temporarily and permanently restricted contributions and income 2,839) 5,417)Assets released from restrictions and other (1,523) (1,485)Increase (Decrease) in Net Assets $ 8,578) $ (5,163)


CCRC Occupancy

Employees 3,0562,824 2,957

20102006 2008 2009

3,058

2007

3,013

93.2%94.6%

95.8%94.7%

93.6%

20102006 2007 2008 2009

OPRS 10-Year History The figures shown below reflect the Net Operating Gain (Loss), Excess (Deficit) of Revenues over Expenses and the Total Assets of OPRS for the last 10 fiscal years.

Net Operating Excess (Deficit) offiscal Year Ended gain (Loss) Revenues Over Expenses Total Assets

June 30, 2010 ...............$4,686* ....................................$7,262) .............$413,904June 30, 2009 .................3,665* .....................................(9,095) ............... 377,964June 30, 2008 .................3,709* ..................................... (4,331) ............... 377,408June 30, 2007 ..................2,132* ................................... 10,237) ............... 375,963June 30, 2006 ......................313* .........................................(653) .............. 361,203 June 30, 2005 ..................... (117) ......................................... (119) ...............298,920June 30, 2004 .....................302* .......................................2,961) ...............282,834June 30, 2003 .................(1,898) ..................................... (3,178) ................276,155June 30, 2002 .................... (792) .....................................(1,644) ................247,548June 30, 2001 .................... (505) ......................................3,468) ...............246,481* Net of a write-off of unamortized prepaid bond insurance of $2,404.

2010 Expense Breakdown

Maintenance & Utilities 8%

Depreciation 10%

Community Operations& Administration 9%

Interest 4%

Nursing 27%

Culinary Services 9%

Marketing 2%

Community BasedServices 21%

Program Services 3%

Laundry andHousekeeping 3%

Corporate O�ce 4%

2010 Revenue Breakdown

Resident CarePrivate 57%

Resident CareMedicare 10%

Resident CareMedicaid 10%

Community BasedServices 20%

EntranceFees 3%

Full-time

Part-time

Another year of exceptional accomplishments

Ranked Among the Top 25% of Home Health Providers in the Country – The Central Ohio and Greater Cleveland Regions were included in the HomeCare Elite, which names the top 25% of the nation’s home health agencies in the country. Agencies are named to the HomeCare Elite list based on performance measures in quality outcomes, quality improvement and financial performance.

Quality Counts – The Greater Cleveland and Akron/Canton Regions’ home health programs received perfect Ohio Department of Health Surveys. All Senior Independence home health agencies had a majority of clinical outcomes that were favorable to the State of Ohio average. We are pleased to affirm that 97% of home health clients and 100% of hospice family members would recommend Senior Independence to others.

Best in Show – The Mature Media Awards honor the best in advertising, marketing and education materials targeted to older adults. This year, the iCaregiver Guide won the Gold Award and was named the Best of Show at the 19th annual National Mature Media Awards. The iCaregiver Guide, along with Senior Independence’s website, www.icaregiver.org, provide information and resources for seniors and family caregivers.

iPartner Program Launched – In October 2009, Senior Independence signed its first two iPartners, Kendal Northern Ohio and Westminster Canterbury of Lynchburg, Virginia. Throughout the year, Senior Independence worked with

leaders at these organizations to prepare for home health Medicare certification. With Senior Independence’s support, both sites have established electronic medical records, home health policies and procedures, job descriptions, and home care services. The iPartner program was launched in 2009 as a way to expand home and community based services nationally through partnerships with not-for-profit retirement communities.

Make it Happen® Reaches Seniors Statewide – This year, Senior Independence’s Make it Happen® program reached clients in all regions across the state. Make it Happen® is a program that grants special wishes to older adults receiving Senior Independence services. This year, Make it Happen® events ranged from meeting the simple desire for a bubble bath or a trip to the beauty shop, to being able to provide a chance to go fishing or skiing again, to helping someone attend a granddaughters out of state wedding. Senior Independence staff, donors and volunteers work together to make it happen and make a difference.

Senior Impact Series – This year Senior Independence launched its first Senior Impact Series event in Columbus. Led by Executive Director Linda Artis, the “Successful Aging in Central Ohio” event featured Ohio Department of Aging Director Barbara Riley and Age Wave associate David Baxter. Following the speakers, the session attendees participated in guided conversations about what could enhance successful aging in Central Ohio.

Senior Independence Continues to GrowProviding home and community based services to more than 85,000 Ohio older adults.

97% 100%


667 1,077606

1,358

4,1375,309

7,9398,880

12,144 12,712

Flu Shot

and Other

Support

Groups

Home Health

Emergency

Response

Faith

-Based

Initiativ

esWelln

ess

Clinics

Senior

CentersSenior

Exerci

se

85,870 Clients Served Fiscal Year 2010

R

Service

Coordination

1,180 1,199 1,322572

Home Delivered

Meals

Adult Day

CareHosp

ice

Senior Independence Operational & Service Performance

13,214 13,554

Transp

ortatio

n

Educatio

n

i caregiver

Health Fa

irs

Private Insurance 16%

Private 28%

Local Levy 14%

Medicare 15%

Passport 20%

Medicare Hospice 6%

Medicaid 1%Home Health Visits

136,442

MealsAdult Day Care (Days)

Transportation (Trips)

55,372

16,14445,320

Hospice (Days)

Units of Service Payor Sources for Units of Service

10

512,219



• Atotalof$6.8 million was raised in fiscal year 2010. This is the first year in recent history that mid-year gift projections held steady through the end of the year, a key indicator of strength and future potential.

• After a two-year decline, assets rebounded by more than $2.5 million.

• Funding for Senior Independence remains strong, with more than $856,000 raised in fiscal year 2010. In addition to continued excellence in grant support, hospice fundraising initiatives are beginning to gain momentum throughout the state.

• Exciting outcomes from The Mission, The Vision, The Promise Capital Campaign continued to materialize, as four groundbreakings and one dedication took place in fiscal year 2010. In total, 10 new buildings were approved as a result of this campaign, with five already built, four under construction, and one to break ground in fiscal year 2011.

• The Board of Directors approved an endowment campaign for Breckenridge Village, to begin in fiscal year 2011. This campaign will enhance existing funds for Life Care, spiritual life and childcare, and will introduce new funds supporting wellness facilities and programs; cultural and educational programs; caregiver needs; innovative enhancements and Senior Independence Hospice.

• A Stewardship Plan was created to document and guide efforts in the areas of donor communication and financial stewardship. This plan is based on the Donor Bill of Rights, and illustrates how the OPRS Foundation supports each of these rights through specific stewardship activities.

• A new gift vehicle was created to allow donors to use real estate to fund charitable gift annuities, freeing them of their real estate burdens while obtaining an income stream for life. Special procedures were developed for accepting these gifts with numerous safeguards in place to mitigate risk to the organization.

The OPRS Foundation endedfiscalyear2010withstrongperformanceduringatimemarkedbythreeprincipal efforts: restructuring, refocusing and repositioning. These three areas signify our efforts to realign our resources for the best use while holding firmtoouroperationalprinciple:DonorCentered,MissionDriven.

Louise F. PenceVice Chair

OPRS Foundation Board

Thomas G. HofmannPresident

OPRS Foundation

Cheryl A. Boyer Chair OPRS Foundation Board

20102009200820072006

OPRS Foundation Total Giving Performance (000s omitted)

2006 2007 2008 2009

$7,613

$13,325

$9,113

$7,410

2010

$6,815


OPRS FoundationTotal Number of Gifts & Donors

Gifts Donors

2008 2009 2010

7,461

3,049

7,091

3,037

6,977

3,021

$43,159

$49,334$47,785

$41,007

OPRS Foundation Endowment Total (000s omitted)

2006 2007 2008 2009 2010

Pledged & Other Annuities Invested Market Gain

$45,706

Investment Portfolio Performance

Calendar Year200720082009

Performance7.84%

-20.27%20.73%

Investment$49,411,063$37,280,018$42,289,705

OPRS Foundation Total Assets (000s omitted)

$52,712

$61,552

$57,209

$48,137$50,708

2006 2007 2008 2009 2010



Breckenridge $2,500,000 and aboveM. Roger* & Anne M. Clapp+$1,000,000-$2,499,999The Norbert A. Lange TrustMarjorie* & Russell* E. LyonsKarl* E. & Mary* PrindleNell Rose Riel*$500,000-$999,999 Anonymous (3) Robert* S. & Mary Ellen* A.

ColquhounJonathan* E. & Katherine M.

IngersollElmer* & Olga* JuhnkeBud & Ruth KetchumMary E. Liebenauer*Willard* & Eleanor* ManbeckThe Nason FoundationThe Reinberger FoundationAnne McKee* & Helen Sharadin*Margery J. Shields* Edith H. Smith* The Veale FoundationHarold* & Emily* Wolf$100,000-$499,999 Anonymous (2)Frances Aberle*The American FoundationAllan* S. & Winifred AustinHamilton* & Sally* BeattyGeorge Bodwell*Virginia Bodwell*Ruth J. Boza

Paul R. Brahaney*Breckenridge Resident AssociationKarl & Ginny BruchRuth E. Bueschlen*Dorothy Saxton Dusa*Marie Flowers*Shirley W. GibsonThe Kresge FoundationHelen M. Lowther* The Lubrizol FoundationMary Boyd MacBane* Marian R. Mahan*Chuck & Jane* MallueThomas* W. & Lillian* MastinAdelaide Mathers*The Murch Foundation+John G. Murray*Jerome T. & Georgeanne* OsborneHugh D. & Gretta S. PallisterHarriet Parsons* Jeanne M. PattersonClifford* J. & Nell Rose* RielPaul* & Lillian SchwesingerDon & Joan Selle The Sherwick FundElizabeth Siena* Corinne Strasmeyer*George* A. & Julia* F. TannerMary A. ThomasC. Carlisle & Margaret Tippit

Charitable TrustHoward VanDen Eyden*Tinkham Veale IIGertrude 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. AmosRuth B. Emmons*Vera D. Ginn* $100,000-$499,999 Anonymous (4) William* T. & Dorothy* R. AmosAmos Press Gertrude O. Anderson*Hazel D. Blankenbuehler*Donn* C. & Isabel* V. BowlusArden* H. & Dorothy L. BurgoonEmerson Climate Technologies/

Copeland Corporation+Clyde* & Rosemond* DeMottFirst Presbyterian Church

of Sidney J. Daniel & Margaret FrancisLeland* & Esther* GiffenClifford P. Harmon*Hartzell-Norris Charitable TrustMr. & Mrs. Ralph L. HelmanMary Isabel Walker Hessler*Irene Jarfas* Mary O. Lecklider* Paul* B. & Marian* S. LongCarolyn M. Marvin*Wilfred A. & Wilma* McCoyJeanne D. MearsPatrick H. & Carol B. Milligan

Recognizing cumulative irrevocable giving of $100,000 or more.Trustees’ RoundtableNew members in red * Deceased members at time of printing+ Members whose qualifying gifts were designated for both a campus and Senior Independence, or to multiple campus locations

Monarch Legacy Fund of The Community Foundation of Shelby County+

Rosemary Ovenden*Ray Patton*Robert* M. & DeLores*

Ginn PetersDorothy Pillion* John & Jeanette SargeantRobert & Thelma SargeantHerbert* H. & Antoinette

SchlaterTom & Sandy ShoemakerThe Stolle Corporation

(Alcoa Building Products)Alene Strouss*Martha E. Thompson*Ron & Hertha ViceCecil* & Ethel* WatkinsJoseph Herman & Ruth A. Yoder

Memorial Fund

Lake Vista$100,000-$499,999 Jane W. Haynam+

Llanfair$1,000,000-$2,499,999Clara L. Curry*John M. Disser*Helen C. Hauck*Roland* M. & Helen* T. HauckThelma Jungkind*Howard* L. & Catherine* K.

LuedekeEdward R. Wells

$500,000-$999,999Catherine Cowan*Anne Herget*Hertha E. Reinert*$100,000-$499,999Anonymous (2) Bahmann FoundationMildred G. Bauer*Guy Bellows* Mary Lou Bellows Robert Bierbaum* Joan Bollenbacher*Mildred Bradford* Marion* & Thurza* BrantCollege Hill Presbyterian ChurchMartha Corbin* CY Inc. Over 70 FoundationJames* L. & Anna* E. DavidsonIda Fischer*Carl* K. & Estelle* GieringerHelen L. Hayward*Mary C. HeidenreichHelen C. Johnson*Mildred W. Kathman*Sarah Kistner*Llanfair Crafters & WoodshopMartha W. Martin*Wilfred S. Martin*Elizabeth McQuiston*Cecilia Randall*Walter A. Randall*Frances E. Raymond*Else L. Schulze*John K. Sherman*John* D. & Mildred* M. WessonIrmgard Zutz*


Mount Pleasant $2,500,000 and aboveVerla B. McClure $1,000,000-$2,499,999Mary H. Kittredge*William* C. & Janet A. Shannon$500,000-$999,999 Anonymous (1) Russell* E. & Ellen* T. HustonWilliam* B. & V. Nadine*

MaitlandWilliam* T. & Oleta* O. MaxwellTheodora Mrusek* Ralph* J. & Dorothy* Stolle+Florence Whitesell*$100,000-$499,999 Eleanor B. Ackerman*Ralph Augspurger*Millicent Bender*Margaret A. BissellJosephine Brandenburg*Eva Chapman TrustDean & Lorene Chenault

Memorial FoundationRay Leslie Fulner* Mary Hankinson* Effa Haynes* George* R. & Lois* HenkleEdward H. Hyde* Lena Kennedy* Edna M. Kinsinger* The Kresge FoundationLucille Loer*Nellie Losh* Margot MarplesMount Pleasant Golf OutingMount Pleasant Life

Care AuctionHelen Paxton*

Jeanne V. & John* PenderyRobert* A. & Nell* QuisnoAlice Reginbogin*Gene & Mary Alice* RobertsDoris Snook*Marian Snook*Dr. John & Marian* V. StewartWilda G. Streifthau*Rosemary R. Vordenberg*Norbert E. Werner*Lloyd* & Abby E. Whitesell

Park Vista $5,000,000 and aboveAnne* K. & Byron* Christman$1,000,000-$2,499,999Harvey* H. & Jane Haynam+Arnold & Helen Stambaugh

Charitable Foundation$500,000-$999,999 Donald D. MacEwan*$100,000-$499,999 Ruth H. Beecher

FoundationThe Ward Beecher FoundationJanyce Bruce*Thelma L. Clark* David* D. & Velma* Davis Annelies R. DziadzkaJohn D. Finnegan FoundationRalph* B. & Evelyn* M. FolsomJune E. HarrisBarbara C. Kerlin* Ruth E. Kyle* Isaac P. Lewis Memorial FundJames & Mary McFarlin

FoundationElizabeth C. Miller*William M. Neckerman, Jr.Pollock Company Foundation

David J. ReesMary Alice SchaffPaul* E. & Mary* G. SmithWalter E. & Carolyn H. Watson

FoundationRalph E. & Helen YingstThe Youngstown Foundation

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* AnsleySue Ann Benedict & Robin WicksThomas W. & Patricia A. BlazeyHelen* & Harold* BollingerCurtis E. Brooks*Wilson 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. JewellKathryn Katzenmeyer*Richard H. Mather*Leonard* W. & Vivian* MooreNancy W. Nesbitt*The M.G. O’Neil FoundationMr.* & Mrs.* Charles ReinherrRobert Meriwether & Ruth

Ellen Smith

Trustees’ Roundtable Continued

William* B. & Delphine* C. Telford

Margaret J. Weber*Helen S. & Charles A. White, Jr.Philip Shin Ping* & Ida

Djung Wong

Swan Creek$2,500,000 and aboveCharles* J. & Loraine* M. Moore+$1,000,000-$2,499,999Jeanne H. Reed $100,000-$499,999 Jackson* & Evadine* BryanRilma Buckman+Donald Flickinger* John* W. & Waneta* JacksonMarjorie M. KohlerGeorge* & Elizabeth* L. KridlerArthur* L. & Gladys* P. LennoxJames* & June Limbird*Eleanor Longbrake Eunice B. Luelf* Elizabeth* K. & John MeloyW. Royse* & Audrey* N. MoranGale A. Race*Martin* & Norma RuehleWilliam E. Sala*Oliver* E. & Olive* S. ToddJames* & Betty* WestRichard Whitbeck

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 (4) Violet H. Bittner* Beatrice J. ClevelandMary DeWees* Sarah DeWees* Patricia L. DineenGlenn* & Lucille* DurflingerHayden* C. & Grace* EdwardsVelma V. Everhart Ruth Fetzer* Barbara Frautschi Sophie E. Kerr* Charles A. LindaburyFairy O. Linn*Robert E. & Shirley W. MaurathThomas Mitchell*Leona Mithoff Fund Carolyn D. MooneyMary E. MunnHelen Murray* Nationwide FoundationMario Pagano* Ruth H. Phillips*Geraldine G. Price The Reinberger FoundationBill & Edith Walter Foundation

Statewide Campus Support$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 Gronlund+Kenneth & Caryl Kemper+Wayne A. Stallman, Jr.*Lois Stephens*


Senior Independence

Locations AC = Akron/Canton ASC = Anderson Senior Center CO = Central Ohio GC = Greater Cleveland GT = Greater Toledo MA = Mahoning Valley MI = Miami Valley SW = Southwest OhioStatewide

$1,000,000-$2,499,999 Central Ohio Area Agency

on Aging (CO)+$500,000-$999,999Council on Aging of

Southwestern Ohio (SW)+Ohio Department of Education

(Statewide)+Ohio Department of

Transportation (CO, GC, MA, SW)+United Way of Central Ohio (CO)+$100,000-$499,999Area Agency on Aging, IIAT&T (Statewide)+The Cleveland Foundation (GC)+The Columbus Foundation (CO)+Columbus Medical Association

Foundation (CO)Conover Trust (SW)Franklin County Department of

Job & Family Services (CO)The Elroy J. & Fynette H. Kulas

Fund of The Cleveland Foundation (GC)

The Robert Wood Johnson Foundation (GC)+

Harry C. Moores Foundation (CO)


Program Level EndowmentsCumulative endowment giving totaling $500,000 and aboveBreckenridge$1,000,000-$2,499,999The Clapp Family Endowment$500,000-$999,999 The Elmer & Olga Juhnke EndowmentThe Bud & Ruth Ketchum 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 & 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 Mary H. Kittredge EndowmentThe 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 cumulativeBreckenridgeAnonymous (3) The Lorne Howe Aikins, M.D. & Velma A.

Aikins, R.N. EndowmentThe Gwenydd Beatty EndowmentThe George B. & Virginia K. Bodwell EndowmentThe Ruth & Oliver Boza EndowmentThe Paul R. Brahaney EndowmentThe Anne M. & M. Roger Clapp EndowmentThe Robert & Mary Ellen Colquhoun EndowmentThe 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 LoveThe Dorothy R. & William T. Amos EndowmentThe Margaret B. & J. Oliver Amos EndowmentThe Gertrude O. Anderson EndowmentThe Betty Z. Bennett 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 Lee & Jo Ann Kuhlman EndowmentThe Howard A. & Carolyn M. Marvin EndowmentThe Wilfred A. & Wilma McCoy EndowmentThe Jeanne D. Mears Endowment The Robert M. & DeLores Ginn Peters Life Care EndowmentThe Rike Family Foundation EndowmentThe Thomas E. & Sandra S. Shoemaker Family EndowmentThe George & Ilene Verdier Family EndowmentThe Ron & Hertha Vice EndowmentThe Cecil & Ethel Watkins Life Care Endowment

GeneralThe Glen H. & Shirley Beito Gronlund Endowment

Lake VistaThe Haynam Family Endowment

LlanfairAnonymous (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 PleasantThe Effa K. Haynes EndowmentThe George Henkle & Lois I. Henkle EndowmentThe Russell E. & Ellen T. Huston EndowmentThe Edward H. Hyde Endowment

Recognizing leadership in endowment giving.Named Endowment Circle


The 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 VistaThe Ruth H. Beecher Foundation EndowmentThe Leon A. Beeghly EndowmentThe David D. & Velma Davis EndowmentThe Luzie A. Dziadzka Memorial EndowmentThe Ralph & Evelyn Folsom Family EndowmentThe Jack & June (Jaye) Harris Life Care EndowmentThe Ralph E. & Helen Yingst Endowment New endowments in red

RockynolAnonymous (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 Robert Meriwether & Ruth Ellen Smith EndowmentThe 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-ThurberThe Joel U. Adams Trust EndowmentThe Velma V. Everhart Endowment The Barbara Frautschi EndowmentThe Ruth Phillips Life Care EndowmentThe Geraldine G. Price EndowmentThe Mabel Sarbaugh/Bea Cleveland Endowment


Recognizing donors who have made a deferred gift or will bequest that supports the work of OPRS communities and Senior Independence.

Living Legacy Society

David & Annette Schell Marjorie Schultz Donald S. & Joan M. SelleHarvey & Jean SlagleMargaret C. SmithSuzanne M. SmithMarion L. SpenceJohn & Michele StevensWard & Miriam* ThielMary A. Thomas, MDHorace & Marjorie ThompsonPauline M. Thurman* Margaret TippitHelen M. Troha* Minerva F. Vaughan*Ethel G. Weiman* Jane F. WhalenKerri L. WhitehouseRobert & Margaret WidmarMiriam L. Wilson* Joseph* & Ethel YassanyIrene M. YeranMr. & Mrs. Robert I. Young

Cape MayDonald* D. & Martha A. BernardRobert A. & Eunice M. BylerWilliam A. & Marjorie J. CareyMary E. CochranElizabeth A. EvansJames & Sherrill GrahamJan GrimWalter* & Grace* NicholsBill & Ruby OstermeierJudi A. PohlmeyerLynn & Irene Rainsberger

Dorothy LoveAnonymous (3)Douglas Wilson AllingerPatricia K. AtwoodJane S. BabbittHelen L. Becker*Mary E. Becker Charitable TrustNancy BeckmanWilliam W. BillingRobert & Sigrid BrackneyMary J. BradleeIrvin & Elma BrownJack* D. & Peggy A. BrownMargaret L. Burns & Catherine M.

TrusterOskar & Charlotte Buschmann

FundPenny & Tom ClarkCharles C. Cuppy Frances Dragonette Timothy & Cynthia FisherArthur B. FortneyPaul & Wilma GahaganElinor Gattshall Marilyn George Emory H. & Gwen E. GroveWilliam J. Hannum

Memorial FundHannah Hardy* Ralph L. & Mary J. HelmanHunter Family Fund Trust of the

Troy FoundationMilton* & Josephine JahodaRay & Louise KoenigBelinda & Charles LawsonHenrietta J. LivermoreMyron* & Jeanne Maxson

Marilyn McCarthyWilfred & Wilma* McCoyJeanne Mears Patrick & Carol MilliganDaniel J. & Richele O’ConnorRosemary Ovenden Trusts (2)Thomas & Marlene* PowersLura Richmond Ann & Ted RollerHerbert* & Antoinette SchlaterCarl L. Schulz Deborah Sherman-RingFlorence S. Shine Tom & Sandy ShoemakerMaxine Spencer Sara E. StanfieldMarie E. Stevens Helen StumpMerlin J. & Elaine E. TangemanEsther M. Tirey Ron & Hertha ViceTom & Polly WatkinsDr. & Mrs. Walter Whayne Webb

Memorial FundMarabelle J. Wiehe Howard & Betty YandaJoseph Herman & Ruth A. Yoder

Memorial FundVirginia M. Zeller

Lake Vista Anonymous (1)Charles & Madeline BradfordNaudeen B. BurrShirley M. DormanNorman* & Rachel DowningJames & Debra HagartyEugene & Elinor Holly

BreckenridgeAnonymous (4)Lucy Jo AtkinsonCharles & Cordelia* BarkleyJames & Diana BattenRobert & Kay BeattyElizabeth H. Bendig*Beverly Besselman Harry L. & Virginia M. BigelowJohn D. & Elsie E. BlazekRuth J. Boza Clayton* H. & Lois* D. BradshawMargaret Bretschneider Princess B. BrittonKeith & Melissa BrumaginRuth E. Bueschlen* Marian Callow Jack* & Betty CarterMary C. Carter Betty C. Coy* Jayne CrawfordJohn Cridland+Frank* E. & Dorothy* K. DavisMargaret E. Davis Jane DessemHerbert & Ethel DieckmannPhyllis H. EvansBeth Falkner-Brown William* & Grace* FountaineCarol FriedmanGlenda GambleMarie & Dale GeorgeShirley W. GibsonGeoffrey* & Virginia GoodwinMary Kay Graham Donald & Brenda GrauerDennis & Linda Grisez+

Marjean S. Grobe Shirley HackerRuth HanawaltEleanor L. HardgroveLorraine S. HeneryJames & Susan HickeyJean Hodgin* William F. & Eloise V. HutchinsonJonathan* & Katherine IngersollFlorence E. JacobsonMorgan & Ruth KetchumClara Kieber*Carol & Ernest* LegrisMargaret Lenke James LewisH. Stephen* & Carol MadsenChuck & Jane* MallueLisa MansourDuane & Eleanor* MayhewKarl* & Marjorie* McEachronElizabeth O. MoshierDolores M. MurrayChrista Oksiloff Hugh D. & Gretta PallisterJeanne M. PattersonWilliam* & Mary* PattersonRalph & Julia* PelegrinAlberta Pfeifer* Linda PribJune PuchyJames* & Barbara RandallTammy L. Raybuck-Gavin &

Patrick GavinRichard J. ReedKenneth* & Eleanore RobinsonGloria J. RogersMiriam Rutz

New members in red * Deceased members at time of printing+Members whose qualifying gifts were designated for both a campus and Senior Independence, or to multiple campus locations


Robert G. & Helen* B. PrickettGene & Mary Alice* RobertsJane B. RobinsonJames B. Roosa William L. & Jeanne SandstonPauline Schmidt Hugo & Marianne SchumacherWilliam* C. & Janet ShannonRobert & Dorothy ShawPatricia SkimmingOlive Ruth Smith Marian Snook Endowment FundRuth C. Stephenson Josephine ThomasMr. & Mrs. H. L. TorstveitKathryn D. WadleighDr. & Mrs. Walter Whayne Webb

Memorial FundRay & Sue WeltyAbby Whitesell Elizabeth Wiley* Lineta H. Wilkins Ruth Yinger

Park VistaAnonymous (3)Charles* & Virginia AxtmannHarriet E. Broward Mildred G. Dyke Annelies R. DziadzkaDouglas & Joan EverettClarence Goterba* Elizabeth E. GurleyJames & Debra HagartyE. Thomas* & Helen* HarnishJack* & Jaye HarrisMary Harvey Jane HaynamWarren D. Jensen Ruth V. Jones Thomas D. KeplerCarl* A. & Ruth* N. Knittel+Ruth E. Kyle* Marion C. Lange Memorial FundIsaac P. Lewis Memorial Fund

Mr. & Mrs. Peter MapesJames R. McAuley* Mary Jane McClurg* James & Mary McFarlin

FoundationWilliam M. Neckerman, Jr.Mary Neff Ellen C. Newman Eugene & June OsborneLawrence* E. & Martha* PogueHoward Probert* Rosa PushkaPaul & Evelyn RichellAlice E. Rowney Mary Alice Schaff Elizabeth Schwartz+ Yvette D. Stanley* Jean G. Steele Virginia A. ThompsonLorene A. Troxell*Mr. & Mrs. Dale Walton

Memorial Fund Ralph E. & Helen Yingst

RockynolAnonymous (1) Karen M. BakitaFrank H. BeckerLeslie BelfanceSue Ann Benedict & Robin WicksThomas W. & Patricia A. BlazeyMartha E. BoyleLois W. Brock Edward* & Maurine* CarrDeborah K. CollierEileen J. Crist Bonnie DohnerHope E. Everhart Mary Fairchild S. Margaret Gallagher FundJessica GoffKara HanzieJocelyn M. Jenkins* William* R. & Betty S. JewellKathryn Katzenmeyer*

Ted & Alice KerskerRobert N. MacCallumDoris A. MacDonald Vincent* & Dorothy* MorganTracey NauerMartha Louise Nelson*Basil J. & Anne Scafidi TrustHelen M. Schultz Hope Grunder Seese*Anna M. Shean+ Freda M. Simpson Robert Meriwether & Ruth

Ellen SmithG. Alan & Louise G. SpauldingDiane WalkerCharles A. & Helen S. White, Jr. Ida D. Wong Anita L. Young

Swan CreekWilliam L. Adler* Elizabeth A. Alley* June W. Baker William W. BarnardDebbie BrisbinMrs. Marjorie BristowKathleen Brule’Rilma Buckman+ Beth J. Burman William Cameron+Humbert & Donna ConnerKimberly T. DanesEdwin & Mary* DurivageRichard* & Nancie EntenmannVerna K. Evanoff Donald G. Flickinger* &

Marilyn L. MillerEmily FrisbeeEdward & Mary GouvierHoward* & Lois L. GrasserArthur Havens* Margaret E. HerbertAlice D. HowellFrances JacksonTheodore & Phyllis* Jenkins

Charlotte N. JonesLucille B. LewisElizabeth LinvilleBetsy H. ParsonsDorothy A. PhilippGlen & Betty Sanzenbacher Stan & Joyce Seagle

LlanfairAnonymous (5) Josephine BarkerMary Lou A. BellowsE. Lloyd Bohnenkamper*Marion Brant*Marcia K. Cahall Nancy ConroyJames E. & Ann S. EddyJudith FaddenMarjorie A. GaibleAnne Louise GatliffJoseph* M. & Marie A. GeorgeRuth HartzellMary C. HeidenreichC. Leroy & Gladys* HeinleinMary D. Hock TrustGary HuberMargaret E. Hyer Kathleen Kiefer Marilyn J. Kiefer Alva* & Katherine* KippJanice LedfordGeorge Lemich Howard & Beryl* McClaryCarmen A. Mockrud Sheena M. PartonJ. M. & Catherine* PollockGlenn & Lana RogersJohn & Betty RoosaFrancis B. & Ruth F. RosevearCarol SaylorSteve SchmitzMark & Phyllis SchoenbergerElse L. Schulze Charitable TrustChester* & Dorothy* ShotwellSara P. Smith

Judy SweeneyNancy L. ThomasBetty TognozziBrian VoegeleEdward R. Wells

Mount Pleasant Anonymous (3) James* & Bertha AndersonRalph Augspurger TrustF. William* & Martha BarnesMargaret A. BissellCharles* G. & Clara K. BoyleMargaret Brackney Josephine Brandenburg

Charitable TrustCharles & Geneva BrebnerLouis* J. & Virginia* T. BrownJames & Viola BrunerNiel & Meredith BuckleyEva Chapman TrustDean & Lorene Chenault

Memorial FundMichael Dannis George* & Mary Jane* DavisJohn K. & Ann Elizabeth DonaldsonWalter B. Evans Kathie S. GannonMary Nell Griffin* David E. GrossCharles & Marian HatteryGeorge* & Lois* HenkleRussell E. & Ellen T. Huston FundLeslie J. & Elsie L. KumpCharles E. & June* LeasureWilliam B. & V. Nadine

Maitland TrustMargot MarplesMargaret L. Matson Mary C. Maurer Beatrice McClellan Verla McClure Barbara A. Mearns* J. James & Carol PearceJeanne V. Pendery


Trusts are enduring. They provide annual income to benefit OPRS and the older adults it serves.

Dorothy LoveMary E. Becker Charitable TrustOskar & Charlotte Buschmann

FundWilliam J. Hannum Memorial

FundHunter Family Fund Trust of

The Troy FoundationRosemary Ovenden Trusts (2)Dr. & Mrs. Walter Whayne Webb

Memorial FundJoseph Herman & Ruth A. Yoder

Memorial Fund

LlanfairMary D. Hock Trust Else L. Schulze Charitable Trust

Mount PleasantJosephine Brandenburg

Charitable TrustEva Chapman Trust Dean & Lorene Chenault

Memorial FundMary Nell Griffin Charitable TrustRussell E. & Ellen T. Huston Fund

William B. & V. Nadine Maitland Trust

Marian Snook Endowment FundDr. & Mrs. Walter Whayne Webb

Memorial Fund

Park VistaRuth E. Kyle External TrustMarion C. Lange Memorial FundIsaac P. Lewis

Memorial FundMcAuley Family FundJames & Mary McFarlin

FoundationMr. & Mrs. Dale Walton

Memorial Fund

RockynolS. Margaret Gallagher FundBasil J. & Anne Scafidi Trust

Westminster-ThurberMiss Jessie Draden

Memorial FundLeona Mithoff Fund John F. Schoedinger FundPearl A. Wagner Fund

New trusts in red

Severn* & Catharine JoyceNeva B. Karl M. Richard KnightMrs. Jean L. Knudel Marjorie Kohler Mr. Parke B. Lamb, Jr.*Sarah C. LaughlinJames* & June* LimbirdEleanor Longbrake Eunice B. Luelf* Benjamin F. & Martha K. MarshJohn O. MeloyDeborah R. Merritt Connie MomsenJean MorganDavid NapieralaErika NedeskiJoseph* & Phyllis ProvenzanoVivian ReardonJeanne Reed Betty ReynoldsMartin* R. & Norma E. RuehleMargaret Schneider Mrs. Vicki SorgenfreiWilliam B. Tanner*

The Vineyard on CatawbaRobert J. Bredbeck Anne Crowe Clarence Crowe Lloyd* & Jeanne Kirby

Westminster-ThurberAnonymous (4) Lucille M. AndersonMalcolm & Carmen AtorNancy P. Baum Patricia CastonBetty Chapin Beatrice J. Cleveland James* A. & Katherine D. CookeNancy S. Cooper Carol Jane Cross

Melissa A. DardingerBruce Davis Aubrey Degraw Jesse D. Degraw Patricia L. DineenMiss Jessie Draden

Memorial FundVelma V. Everhart Mr. & Mrs. Michael FordLillian K. Fornof Barbara A. FrautschiCarson & Helen HaneyEdna G. Harrison* Jennifer L. Hemmerlein+Robert G. & Helen W. HoehlFrank* & Mabel* IrvineDr. Pamela Jones-MortonRobert* & Jean H. KeitzMary C. KlipfelRuby I. Koerper Steven C. & Sarabeth K. LeMoine Charles Lindabury Miller S. Makey, Sr.George & Jeanne ManserRobert & Shirley MaurathBessie A. McLinnPhyllis R. Meadows Robert Merkle Leona Mithoff FundDavid* & Sue MooneyHoward & Doris MoyeMary MunnNancy Munn*Jane & Peter* MykrantzKennard & Roberta NelsonJudi PohlmeyerGeraldine G. Price James D. & Evalyn* P. RoehmJo Schmidt John F. Schoedinger FundWilliam O. SchoedingerRobert & Sandra SimpsonEdward A. Smith

Joan M. St. James James A. Stuckey* Mary Jane TschappatPearl A. Wagner FundGlen & Alice WallaceMargaret E. Ward Audrey S. Warner Eleanor P. WaterlooElizabeth C. White H. Art WilliamsPatricia Wilson Doris P. Wipert Kenneth & Elnora Wood

Statewide Campus SupportFredrick B. & Susan L. Ball Rev. Glen H. & Shirley Beito

GronlundHarold* & Agnes HamiltonThomas & Sandra HofmannDavid & Rayna KaasaKenneth & Caryl KemperBruce Palenske

Senior Independence

Locations AC = Akron/Canton ASC = Anderson Senior Center CO = Central Ohio GC = Greater Cleveland GT = Greater Toledo MA = Mahoning Valley MI = Miami Valley SW = Southwest OhioStatewide

Robert L. Dardinger (CO)Enid M. Green (AC)Anne Johnson & David

Campbell (CO)


External TrustsLiving Legacy Society Continued

Horizon Level Recognizing external trusts that have provided $1,000,000 or more to OPRSBreckenridgeNorbert A. Lange Trust

Park VistaAnne Kilcawley Christman Charitable FoundationArnold D. & Helen R. Stambaugh Charitable Foundation



Visionary ...........$100,000 and upBenefactor .... $50,000 to $99,999Leader ............ $25,000 to $49,999Founder ..........$10,000 to $24,999Investor............... $5,000 to $9,999Director .............$2,500 to $4,999

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

* Deceased members at time of printing+ Members whose qualifying gifts were designated for both a campus and Senior Independence, or to multiple campus locations

BreckenridgeVISIONARYAnne M. ClappThe Veale FoundationBENEFACTORNorbert A. Lange TrustLEADERKulas FoundationJeanne M. PattersonFOUNDERAnonymous (1)Lucy Jo AtkinsonLen & Sally ElliottThe Ingersoll Family Fund of

The Cleveland FoundationKarl Prindle Charitable Lead TrustH. Matson SmithThe Anne Starc Family+Elaine C. VoyerINVESTORWilliam A. & Jean BehnkeThe Breckenridge Village

Resident Association

Recognizing cumulative cash or in-kind giving of $1,000 or more during fiscal year 2010.President’s ClubJMM Architects, Inc.+The Lincoln Electric FoundationKenneth D. & Pauline M.

RittenhouseA.J. & Dorothy ThomasC. Carlisle & Margaret Tippit

Charitable TrustDIRECTORBreckenridge North Care CardsKarl & Ginny BruchJames & Susan HickeyPauline M. JernbergJohn & Mary Jane NeilsonJeanne WegenerKaren L. WestMEMBERAnonymous (1)Arthur & Lois Armington Chari-

table Fund of The Cleveland Foundation

Winston & Mary Fran BachmannJohn & Elsie BlazekDwight H. BowdenBreckenridge Ridge Care CardsBreckenridge Village Gift Shoppe/

CraftsJack* & Betty CarterWilliam & Joyce DouglasEdward & Laurie FeldkampShirley W. GibsonDonald J. GrauerJohn & Ashley GustafsonDaniel & Eleanor GuyLois W. HannRichard & Susan HartEdward & Sheila HodinaBruce & Beth HuttonCarol & Ernest* LegrisDorothy M. LingleJanet A. Mann

Lisa MansourCharles J. & Natalie K. McWilliamsGilbert & Doris MeisterKaren Meister-ChengLinda MitchellJohn P. Murphy FoundationRaymond & Mary MurphyHugh D. & Gretta S. PallisterRichard Peabody*Richard J. ReedEleanore K. RobinsonJames & Anna RosenbergerFred C. Rutz FoundationDonald & Joan SelleEarl & Nancy SherwoodLois SimpsonThe South Waite FoundationMary A. ThomasSusan & John Turben FoundationJohn & Kathleen TuttleVillage ConstructionWilloughby Rotary FoundationJohn & Sylvia Yankey

Cape MayMEMBERIrvin BrandehoffCape May Employees & StaffJames & Sherrill GrahamKatharine B. McMillanGeorgia H. MillerFred A. MurphyFrank & Robin SeaverGary & Sandy Wilson

Dorothy LoveLEADERRalph L. & Mary J. HelmanFOUNDERRosemary Ovenden Charitable

Trust #1 & Trust #2

Tom & Sandy ShoemakerWilliam J. & Jacqueline M. SnowINVESTORKarl & Judy BemusBetty Z. BennettOskar & Charlotte Buschmann

Fund of the Troy FoundationEmerson Climate Technologies,

Inc.+B. Mark & Carol V. HessJosephine M. JahodaInez & Joel PhillipsRichard & Nancy Roeth FamilyRobert & Thelma Sargeant

Memorial Fund of The Community Foundation of Shelby County

Joseph Herman & Ruth A. Yoder Memorial Fund

DIRECTORMary E. Becker Charitable TrustCarol & Walt BennettDonald & Evelyn Bensman

Foundation, Inc.Dorothy Love AuxiliaryGeorge R. Gardner FoundationThe Hinsch Family Fund of

The Troy FoundationHunter Family Fund TrustFrederick C. & Gay E. SmithThermoseal, Inc.MEMBERDouglas Wilson Allinger+Amos PressFrank & Virginia BazlerJohn & Jan BeigelCheryl & Jim BoyerDorothy Love Church Service

FundDorothy Love CraftersMark & Lynne Dunham

Mary J. EilermanHarry & Bonnie FaulknerFirst Presbyterian Church of

NorwalkFirst Presbyterian Church of TroyFultz Warehouse CarpetBetty H. HoewischerStephen & Michele HunterLee & Jo Ann KuhlmanWilfred A. & Wilma* McCoyEarle & Mari Jane MeadMartha & Tom MilliganPatrick H. & Carol B. MilliganMonarch Legacy Fund of The

Community Foundation of Shelby County

Glen & Vanis PhillipsAnn & Ted RollerDennis & Donnajean RubleDeborah J. Sherman-RingSidney Floors & Interiors, IncWilma G. SiggMary J. StickleyTom & Polly WatkinsDr. Walter Whayne Webb &

Pauline S. Webb Memorial Fund #1+

Dr. & Mrs. Walter Whayne Webb Memorial Fund+

Thomas & Judith WesterheideAnna Zenkovich

Lake VistaMEMBERRobert E. & Dorothy M. BellEdward F. BetterJames & Debra Hagarty+Eugene & Elinor HolleyRosemary S. HouserDaniel H. MoserSue A. Motzer


Anne S. PachosJohn & Patricia RobertsonStan & Joyce SeagleMount PleasantLeaderRussell E. & Ellen T. Huston Fund FounderDean & Lorene Chenault

Memorial FundWilliam B. & V. Nadine

Maitland TrustNorma M. NossokoffMarian Snook External TrustInvestorBreitenbach, McCoy-Leffler

Funeral Home, Inc.Faye CareyDirectorNancy CorkJames & Mary Jean KleingersWilliam K. & Judy D. McCormickJohn & Jennifer RidgeMemberAnonymous (1)James & Joan AkersMargaret A. BissellPat BowmanJosephine Brandenburg

External TrustJames P. & Viola R. BrunerEva Chapman TrustCharles & Barbara ChappellTheodore & Margaret CoberlySharyn EdelenFirst Presbyterian Church of

MiddletownFlorence J. HofmannHoward & Shirley HollingsheadMargot Marples+Verla B. McClureMary Leach McKibben

Oxford Presbyterian ChurchBill K. Parnell & Dorothy E. ParnellThe Donald L. & J. Raylene

Pelfrey Family Advised FundJohn & Nancy PetersonWilliam & Lois PhilipsMary Ellen PurkrabekTeresa SchofieldHugo H. & Marianne M. SchumacherDrew K. SelvarWilliam* & Janet ShannonKenneth & Joyce* ShinnRobert C. SimpsonSusan Stamm+Joan Stonitsch Josephine Stonitsch*Dorcas L. WeidnerBarbara J. WohlhueterWomen of Fairmont

Presbyterian Church+Ruth Yinger

LlanfairLEADERElse L. Schulze Charitable TrustEdward R. WellsFOUNDERJames C. AbbottCY Inc. Over 70 FoundationMargaret E. HyerINVESTORThe Bahmann FoundationKnox Presbyterian ChurchPaul & Marilyn* SchneebergerBarry & Sharlyn StareDIRECTORCovenant First Presbyterian ChurchLlanfair CraftersGerald H. StoneMEMBERSandra ChettyAnne Louise Gatliff

Donald E. & Donna C. Hoffman FundMary Ann JacobsMike Sandling Contracting

Company, LLCMt. Auburn Presbyterian ChurchSheena M. PartonGlenn & Lana RogersFrancis & Ruth RosevearCharles & Carol Schlegel+Mark & Phyllis SchoenbergerElsa A. ShirkJane M. ThompsonJ. Frederick & Helen B. Vogel TrustWestwood First Presbyterian

Church

Mount PleasantLEADERRussell E. & Ellen T. Huston FundMargot Marples FOUNDERWilliam B. & V. Nadine Maitland

TrustMarian Snook External TrustINVESTORBarnitz Fund of JP Morgan ChaseDean & Lorene Chenault

Memorial FundDIRECTORFirst Presbyterian Church of

MiddletownMary Nell Griffin Charitable TrustJames & Mary Jean KleingersMiddletown Community

FoundationMEMBERJames & Joan AkersBruce & Neila BarnesMargaret A. BissellRobert L. & M. Carolyn BoonstraJosephine Brandenburg

External Trust

James P. & Viola R. BrunerEva Chapman TrustBarbara ChappellTheodore & Margaret CoberlyVince HoffmanTed & Nancy KarchnerDan & Beth McMullenVerla B. McClureMary Leach McKibbenMorgan Family Donor

Advised FundMartha W. NewtonThomas R. & Julie F. NunlistOxford Presbyterian ChurchBill K Parnell & Dorothy E. ParnellThe Donald L. & J. Raylene Pelfrey

Family Advised FundJohn & Nancy PetersonMary Ellen PurkrabekTeresa SchofieldTotal Therapy Solutions LLCBarbara J. Wohlhueter

Park VistaVISIONARYAnne K. Christman Charitable

FoundationBENEFACTORArnold & Helen Stambaugh

Charitable FoundationLEADERFirst Presbyterian Church

of WarrenFOUNDERWard Beecher FoundationJane W. HaynamRoger & Gloria JonesMary B. SmithINVESTORThe Ruth H. Beecher

Charitable TrustRuth E. Kyle*

James & Mary McFarlin Foundation

William M. Neckerman, Jr.The Edward W. Powers

Charitable FundHelen StambaughDIRECTORCharles B. CrousePark Vista North Residents

AssociationMEMBERBetty J. EinfaltBarbara EngelhardtCharlotte C. GelhaarHelen I. Harnish*June E. HarrisBrian & Susan KolenichE. Roy McFaddenPark Vista Ecumenical Religious

Life CommitteeMarie PetersonWilliam R. PoguePoland Presbyterian ChurchValarie RizzoMary Alice SchaffWarren P. Williamson, Jr. Fund of

The Youngstown FoundationHoward A. & Sally A. SeedsJohn & Olive StoneNancy B. Tod

RockynolLEADERBetty V. & John M. Jacobson

FoundationFOUNDEREugene K. Fouse Charitable

Lead UnitrustYvonne K. RoeserINVESTORTrudy Baldwin

President’s Club Continued

Lisle M. Buckingham Endowment Fund of the Akron Community Foundation+

Hugh F. & Myrna* D. Porter+Basil J. & Anne L. Scafidi

Charitable TrustJames T. Taylor, Jr.DIRECTORMarian E. Bauer*Neva I. HumphreysDorothy H. Morgan*Martha W. WilsonMEMBERA.H.I. Renovations, Inc.Sue Ann Benedict & Robin WicksMartha E. BoyleHenry & Nancy BurmeisterOscar F. & Betty E. Comstock+The Mary S. & David C. Corbin

FoundationWilliam & Elizabeth FeslerKaren W. & William R. FethS. Margaret Gallagher FundKara HanzieHolly V. HumphreysFranklin & Bette JenkinsDaniel J. & Richele O’ConnorRockynol AuxiliaryRockynote CardcraftersJudy RogersC. Eugene & Betty Ann StalnakerRoger W. & Mary A. Strassburg+Arthur V. Tucker, Jr.Diane WalkerMary A. Williams

Swan CreekLEADERRichard Whitbeck FOUNDERBenjamin F. & Martha K. Marsh

INVESTORMary Jo Anderson Fund of the

Toledo Community FoundationRobert S. Atkinson*Severn* & Catharine JoyceGeorge M. TaokaDIRECTORJune W. BakerWilliam A. CameronAnne C. CushniePaul Richard & Nancy Dow Day

Fund of the Toledo Community Foundation

William & Jeanne DennlerGrace A. Gossens Fund of the

Toledo Community FoundationRonald & Diane HamburgerTheodore G. JenkinsRobert LimbirdSwan Creek Resident Association

Gifts ‘N MoreMEMBERDick & Fran Anderson Fund

of the Toledo Community Foundation

Kimberly T. Danes+Charles J. & Sharon A. DendingerRebecca A. GoransonCharles & Paula HauckM. Richard KnightJoanne KolasinskiRichard & Sheila KriegerJoanne MalikowskiJohn MeloyJoseph* & Phyllis ProvenzanoDr. Louis RavinJeanne H. ReedCatherine RubyWalgreens Drug StoreL. Jack & Carolyn Wells

The Vineyard on CatawbaMEMBEROhio Capital Corporation for

Housing

Westminster-ThurberLEADERThe Reinberger FoundationFOUNDERAnonymous (1)Barbara FrautschiinVentiv CommunicationsJim KelleyRobert E. & Shirley W. MaurathLeona B. Mithoff Fund of the

Columbus FoundationCarolyn D. Mooney+Peter* S. & Jane P. MykrantzJohn F. Schoedinger FundINVESTORRichard & Nancy BuehlerDorothy J. MiesseGeraldine G. PriceJames D. RoehmEleanor WaterlooDIRECTORVelma V. EverhartRobert & Helen HoehlMEMBERAnonymous (1)Charles & Ione ArrickMalcolm & Carmen AtorSusan BaasBoulevard Presbyterian Church

of ColumbusThe Community FestivalJesse D. Degraw TrustPatricia L. DineenHelen E. DuffyFirst Presbyterian Church of AshlandGerald B. Franks*

William & Susan Gillam+Martha J. GoffJohn & Judith GrayDavid GuthrieRobert* & Jean KeitzSusan S. KindigRuby I. KoerperSteven C. & Sarabeth K. LeMoineUrma J. MainsCharles H. MengMary E. MunnDavid & Louise PenceHerman J. RehderThomas & Lisa RidgleyDorothy N. SearsJohn & Patricia StrickMary Jean SwensonThurber Tower HandcraftersMargaret E. WardWestminster-Thurber Community

Chapel FundWestminster-Thurber Community

Resident AssociationElizabeth White H. Art WilliamsP. Tennyson & Ann WilliamsWorthington Presbyterian

Church

Statewide Campus SupportFOUNDERKenneth & Caryl Kemper+INVESTORThomas G. & Sandra J. Hofmann+ David & Rayna Kaasa+MEMBERAnonymous (1)Fredrick B. & Susan L. Ball+Roger & Susan BloomfieldEric & Melissa Dardinger+Candice HawkinsTerry & Chris McKenzie

Joyce Miller EvansDana Ullom-Vucelich+Connie S. TostevinWells Fargo Insurance Services

of Ohio, LLCSue Welty+

Senior Independence

Locations AC = Akron/Canton ASC = Anderson Senior Center CO = Central Ohio GC = Greater Cleveland GT = Greater Toledo MA = Mahoning Valley MI = Miami Valley SW = Southwest Ohio Statewide

VISIONARYCentral Ohio Area Agency

on Aging+ (CO)Council on Aging of

Southwestern Ohio (SW)Franklin County Department of

Job & Family Services (CO)United Way of Central Ohio+ (CO)BENEFACTORArea Agency on Aging, II (MA)Conover Trust (SW)Ohio Department of Education

(CL, SW, AC, TO, CO, MP)Ohio Department of

Transportation (SW & LV)LEADERThe Murch Foundation+ (GC)FOUNDERCardinal Health Foundation (CO)The Harry C. Moores Foundation (CO)The Lubrizol Foundation+ (GC)PNC Foundation (CO)


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.

Thank YouINVESTORAT&T (MA)J. Ford Crandall Memorial

Foundation (MA)Lehner Family Foundation Trust (AC)The Sisler McFawn Foundation (AC)Stouder Memorial Foundation (MI)United Way of Lake County (GC)DIRECTORAnderson Hills Women’s Club (ASC)Bennett & Frances Daniels (GC)Pauline Franks (AC)David & Nancy King (Statewide)William C. Leiter (CO)MEMBERAnonymous (1) (ASC)Eileen B. Ayer (ASC)Mary J. Bryan (MA)Sandra R. Byers+ (CO)Carole Dellinger (MA)Glen & Shirley Gronlund (Statewide)William Lucas (CO)The Maynard Family Foundation (AC)Miller-Valentine-Walsh Fund (MI)Richard A. & Nancy A. Munafo (SW)Charles R. Pickle (AC)Reynolds and Reynolds Associate

Foundation (MI)The Senior Independence Senior

Center (MA)Bernhardt & Joan Zeiher (GT)


2010

Lea

der

ship

Ohio Presbyterian Retirement Services Board of DirectorsFront Row: (left to right) Amy J. Roscoe (Assistant Secretary), Donald L. Malone (Vice Chair), Sandra R. Byers (Chair), William C. Leiter (Assistant Treasurer)

Middle Row: Judith Briggs, Theodore G. Jenkins, Charles Schlegel, Mary Harvey, Dennis E. Linville, Suzanne F. Kiewit

Back Row: W. Patrick Winton, Ted W. Karchner, Richard A. Krieger, M. Richard Knight, Howard J. Moye, John A. Peterson, Daniel W. Goronzy

OPRS Foundation Board of DirectorsFront Row: (left to right) Richard S. Reesey, Lousie F. Pence (Vice Chair), Cheryl A. Boyer (Chair), William Dennler

Middle Row: Elizabeth Ann Evans, Pauline M. Jernberg, James P. Bruner, James H. Sisek, John L. Gray, Michelle B. Tognetti, Patricia P. Cash, David J. Kaasa (OPRS President/CEO)

Back Row: Rev. James W. Graham, Donald E. Hoffman, Stephen B. Croake, Richard L. Hart, Bruce D. Boyd, Benjamin F. Marsh, Edward S. Markel

Midwest Presbyterian Senior Services Board of DirectorsFront Row: (left to right) Amy J. Roscoe (Assistant Secretary), Donald L. Malone (Vice Chair), Sandra R. Byers (Chair), William C. Leiter (Assistant Treasurer)

Middle Row: Suzanne F. Kiewit, Cheryl A. Boyer, Dennis E. Linville, Charles Schlegel, Mary Harvey, Theodore G. Jenkins, Judith Briggs

Back Row: W. Patrick Winton, Daniel W. Goronzy, John A. Peterson, M. Richard Knight, Howard J. Moye, Ted W. Karchner, Richard A. Krieger


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.Wealwaysassurefinancialcapabilityto support the services we have chosen to pursue.

in being a good neighbor.Wecooperateinbenefiting 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 assistance programs, admission policies, training programs, or employment practices.

We Believe...

Communities & Service Locations

*Accredited by the Commission on Accreditation of Rehabilitation Facilities (CARF) – Continuing Care Accreditation Commission (CCAC) of the American Association of Homes and Services for the Aging (AAHSA).

Rockynol* Akron 330-867-2150

Llanfair Retirement Community* Cincinnati 513-681-4230

Westminster-Thurber Community* Columbus 614-228-8888

Mount Pleasant Retirement Village* Monroe 513-539-7391

Dorothy Love Retirement Community* Sidney 937-498-2391

Swan Creek Retirement Village* Toledo 419-865-4445

Breckenridge Village* Willoughby 440-942-4342

Cape May Retirement Village Wilmington 937-382-2995

Lake Vista of Cortland* Cortland 330-638-2420

Park Vista of Youngstown* Youngstown 330-746-2944

The Vineyard on Catawba Port Clinton 419-797-3100

9

For more information

Ohio Presbyterian Retirement Services, OPRS Communities and the OPRS Foundation 1001 Kingsmill Parkway, Columbus, Ohio 43229 • 614-888-7800 or 800-686-7800 • www.oprs.org • www.oprsfoundation.org

Senior Independence, Provides Home and Community based services in 38 Ohio counties, 12 Adult Day Centers, 6 Senior Centers and 3 iPartners. 800-686-7800 • www.seniorindependence.org

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OPRS - Ohio Living€¦ · the magic keys to living your life with integrity. Ongoing Operational Improvement Although fiscal year 2010 was a another difficult year for the economy