Solving Challenges with Collaboration: Catholic Senior ...catholic-leaders-symposium.com/wp-content/uploads/...Acquired June 2012 Life plan community 138 Independent Living apmts

A d v a n c i ng t h e T r a d i t i o n o f C a t h o l i c S e n i o r L i v i n g

Sponsored by

Solving Challenges with Collaboration: Catholic Senior

Living + Women Religious Congregations

October 27th, 2018 / 1:30 PM


Facilitator:

Nancy HooksVP of State Partnerships

LeadingAge


Presenter:

John BarnumSVP & CFO

Liberty Lutheran


Presenter:

Sr. Sandra Schmidt SBSCouncilor

Sisters of the Blessed Sacrament


Liberty Lutheran7002 Butler Pike

Ambler, PA 19002

Incorporated in Pennsylvania 2001

Parent company and sole member that

provides oversight and management

services to Affiliates

Budgeted revenue $82,500,000

Active employees approximately 1,200

425 Independent Living apartments

18 Independent Living cottages

238 Personal Care beds

217 Skilled Nursing beds

80 Assisted Living apartments

978 Total

1


Paul’s Run9896 Bustleton Ave

Philadelphia, PA 19115

Incorporated in PA 1977

Life plan community

223 Independent Living

apartments



Active employees 399

Artman250 N Bethlehem Pike

Ambler, PA 19002


Life plan community


(includes 19 Memory Care

beds)



Mary J Drexel Home d/b/a The Hearth at Drexel

238 Belmont AvenueBala Cynwyd, PA 19004


Acquired January 2008

80 Assisted Living beds

(including 20 Memory Care

beds)

20 beds Memory Care

Active employees 95

2


Liberty Lutheran Housing & Development Corp d/b/a

The Village at Penn State260 Lions Hill Road

State College, PA 16803


Acquired June 2012

Life plan community

138 Independent Living apmts.


cottages




Liberty Village d/b/a The Manor at York Town

2010 York RoadJamison PA 18929


Acquired October 2017


apartments

Active employees 50

Liberty Community Services d/b/a

Liberty at Home250 N Bethlehem Pike

Ambler, PA 19002


Home Health, Home Care,

and Hospice Services


3


LCFS7002 Butler PikeAmbler PA 19002


Agency that provides services

to senior citizens through the

West Philadelphia Senior

Center and In Home Support

Program

Active employees 23

Lutheran Congregational Services

1923 Hanover AveAllentown, PA 18109


Acquired July 2010

A social ministry

organization providing

education and facilitation of

ministries

Active employees 2

Liberty Lutheran Foundation

250 N Bethlehem Pike Ambler, PA 19002


Responsible for the

implementation and

administration of fund

development and investment

management

Active employees 3

4


July 2016 Sisters of the Society of the Holy Child Jesus

▪ Agreement still active

▪ Initial move-in of approximately 6 sisters to The Hearth at Drexel,

assisted living

▪ Additional move-ins ongoing as needed and available for the future

January 2017 Sisters of the Blessed Sacrament

▪ Agreement still active

▪ Initial move-in of approximately 50 sisters to Paul’s Run, all levels

of care

▪ Additional move-ins ongoing as needed and available for the future

Liberty’s Experience in Collaboration

with Realm Group

5


▪ Preliminary Planning

▪ Internal congregational processing

▪ Tours of a variety of communities

▪ Final selection of community

▪ Consultant Assistance

▪ Oversite of process – Realm Group

▪ Movers

▪ Room design / Furniture assistance

Highlights of the Coordination Process

6


▪ Detailed Agreement

▪ Rates

▪ Services and Community Life

▪ Third party reimbursement (Medicaid process)

▪ Level of care determination / Assessments

▪ Transition of Sisters

▪ Executive Director, Katrina Wise, and Realm direct

day-to-day involvement

▪ Controlling available units

▪ Staff / Prior care givers / Job fair

Highlights of the Coordination Process

6


Presenter:

Mary Alice RyanPresident & CEO

St. Andrews Resources

for Senior System


▪ Faith based NFP – affiliated with Giddings Lovejoy Presbytery, Episcopal Diocese of St. Louis, & the United Church of Christ’s regional Missouri Mid-South Conference

▪ 20+ communities in Mo and IL

▪ Home and Community Based Services

▪ Serves 10,000 seniors and their caregivers a year

St. Andrew’s Resources for

Seniors System


I. The Sarah Community –St. Louis


▪ Franciscan Sisters of Mary convened a meeting of

local religious women congregations, (1) describing a

common need to relocate the care given to their

senior and infirm sisters and (2) to explore the

possibility of working together towards a solution.

▪ Reasons to relocate included (1) an increase number

of Sisters needing a higher level of care, (2) increased

staffing costs, and (3) the sale of property.

▪ 5 leadership representatives from 4 congregations

were present at first meeting.

▪ Listed various needs &

▪ how they might work together in addressing them.

Our Journey began in 1996


▪ The Daughters of Charity of St. Vincent de Paul,

▪ Franciscan Sisters of Mary,

▪ Society of the Sacred Heart,

▪ School Sisters of Notre Dame,

▪ and Sisters of Loretto.

The Sarah Community Founding Members

https://thesarahcommunity.com/about-us/history/franciscan-sisters-of-mary/

https://thesarahcommunity.com/about-us/history/religious-of-the-sacred-heart/

https://thesarahcommunity.com/about-us/history/school-sisters-of-notre-dame/

https://thesarahcommunity.com/about-us/history/sisters-of-loretto/


▪ Established committee structure:

▪ Legal, Research, Facilities, & Financing and

Services

▪ Potential grants were discussed.

▪ Each committee discussed what information

they needed to proceed.

▪ Attorney present -- legal challenges.

▪ Discussion with SSM DePaul Hospital on

facilities and land available.

Year One


▪ Education on the development process

and what it involved

▪ An exercise with the interested members:

▪ what they are envisioning,

▪ what do they want to accomplish,

▪ how they see moving forward,

▪ what are the challenges and opportunities,

▪ what time and money is available,

▪ and how to organize the group.

Year One (continued)


▪ Over the next months

▪ Looked at legal models.

▪ Discussed financing potential/models & financial input from group.

▪ Reviewed state and federal regulations.

▪ Hired actuarial study on potential usage by orders.

▪ Reviewed information from Intercommunity project in Chicago.

▪ Looked at potential sites.

▪ Began timeline.

Year One (continued)


▪ An inter-congregational endeavor.

▪ Open to the laity.

▪ Provide a continuum of care.

▪ Design would promote community life, including a chapel and common open space which would double as space for individual congregational gatherings.

▪ Clarified this was a collaboration of five religious congregations and not connected to the archdiocese; however did meet with the archbishop to communicate what we were doing and why.

Decisions Made


▪ Budgets.

▪ Certificate of Need process.

▪ Market feasibility study.

▪ RFP for architectural firms.

▪ Finalized legal structure.

▪ Continued financing discussions.

▪ Began plan for start up of operations and

marketing.

▪ Finalized architectural plan, interior design,

and construction documents.

Year Two


▪ Received cost estimates for all parts of

project.

▪ Issued tax exempt and taxable bonds.

▪ Began construction and renovation.

▪ Visited with orders to explain project.

▪ Visited with employees of orders to talk about

potential jobs.

▪ Worked closely with representatives of health

system on how they would partner .

▪ Plan for moving in sisters.

Year Two (continued)


Opened in January 1999


▪ Consultant throughout the process.▪ Program design.

▪ Worked with congregations on their planning for informing their members about project, on how to meet the special needs of religious members, and on forming the NFP entity.

▪ Facility Design.

▪ Coordinating all team members (attorneys, architect, contractor, interior designer, etc.).

▪ Operational budgets.

▪ Assisted with planning and execution of financing (Tax Exempt Bonds).

St. Andrew’s Involvement


▪ Retained as Management Company:

▪ Refined operational budgets.

▪ Planned and executed marketing campaign.

including all marketing materials and ads.

▪ Worked with congregations on moves into the

community.

▪ Hired and trained initial staff, including Executive

Director.

▪ Worked with local discharge planners at hospitals.

▪ Set policies and procedures.

St. Andrew’s Involvement (continued)


Anna (SNF) 44 of 110 40%Veronica (ALU) 43 of 98 44%Naomi (ILU) 26 of 112 23%Total 113 of 320 35%

▪ School Sisters of Notre Dame, Franciscan Sisters of Mary, and Daughters of Charity have the largest number of Sisters (in that order).

▪ In addition to those Sisters listed we currently have two Carmelite Sisters and a Sister of the Most Precious Blood.

# of Sisters at The Sarah Community

Today


II. St. Andrew’s at Francis Place


▪ Mr. Bernard Huger of Greensfelder, Hempker and Gale

approached St. Andrew’s with this opportunity.

▪ He had been in contact with the Franciscan Brothers.

▪ Franciscans built and operated Price Memorial nursing

home in the city of Eureka, MO for over 30 years.

▪ Price Memorial was a Five Star Skilled Nursing Home.

▪ Only five brothers left in this Province, all of retirement

age, and they were interested in finding the right

sponsor to assume their mission.

▪ They were willing to give the facility to a not-for-profit

organization that would keep its Catholic heritage.

St. Andrew’s at Francis Place (cont.)


▪ Mr. Huger was also in contact with the

Ursuline Sisters who were looking for a new

location for their sisters who require skilled

nursing home care (SNF).

▪ The Sisters were very interested in the

opportunity but stated from the beginning

that they did not operate or wish to operate

licensed nursing homes.

St. Andrew’s at Francis Place (cont.)


▪ Brothers gave facility to the Ursuline Sisters

and St. Andrews in 2014.

▪ Sisters’ sponsorship met the requirement that

this stay a Catholic affiliated community.

Received canonical approval from the

Archbishop of St. Louis.

▪ Financial:

▪ Ursuline Sisters invested $$.

▪ St. Andrew’s did all development consulting

services as their contribution of ‘sweat equity”.

Details of the Arrangement


▪ Ursuline Sisters and St. Andrews each a Member.

▪ 50-50 sponsorship with certain reserve powers for each. Ones of most interest are:

▪ St. Andrew’s makes decisions on the operation of the facility.

▪ Sisters make all decisions needed to keep it as a Catholic institution.

▪ The board members:

▪ 5-7 members.

▪ St. Andrew’s will always have one more than the Sisters.

Legal: Sponsorship and Board


▪ Price Memorial requested that if the facility is

sold within five years from the turnover

(2014), they will recoup the money from the

sale after repayment of any debt (Ursulines,

St. Andrew’s and any outstanding loans).

▪ The amount will be on a sliding scale basis,

20% declining every year.

▪ Brothers leased their home on campus for $1.

Arrangement with Franciscans



▪ Health Navigator is a full time LPN who supports

the coordination of health services for the 50+

age Sisters of a women’s religious order.

▪ Services provided:

▪ Hands-on care is not provided but coordination

and oversight of care needs.

▪ Conducts assessment to track baseline health

issues and progression.

▪ Conducts in-home safety assessments..

▪ Communicates changes to assigned liaison.

III. Navigator Program


▪ Individualized health care plans.

▪ Educational programs & activities for healthy

lifestyle choices.

▪ Accompanies sisters to physician

appointments. Visits, if in hospital, and acts

as advocate.

▪ Conducts a holistic, systematic, ongoing and

criterion-based evaluation of work being done.

Navigator Program (continued)


Presenter:

David NolanChief Operating Officer

On Lok / PACE


▪ Preventive care

▪ Primary care

▪ Medications

▪ Acute care

▪ Transportation

▪ Meals

▪ Medical Specialists

What is PACE – Comprehensive services

for the frail elderly

▪ Dental

▪ Emergency Care

▪ Behavioral and mental health

▪ Long-term care, including nursing facility when needed


▪ Capitation funding (per member per month):

▪ Combines Medicare, Medicaid and private payments

▪ Program has full financial risk

▪ Alignment of care needs and financial interests

▪ Monitors elders closely – takes action early to restore health, and control cost

What is PACE (cont.)


Who does PACE serve?

▪ Eligibility:

▪ 55 years or older

▪ Resident of PACE

service area

▪ State-certified to need

nursing home level

care

▪ Can live safely in

community at time of

enrollment

39


▪ Seek out and advocate for the poor and

needy especially families

Dominican Sisters of Mission San Jose

▪ To stand in solidarity w/young, poor and

vulnerable

Both seeking solutions to aging population

Sisters of the Holy Family Fremont


▪ Leadership

▪ Collaboration between orders

▪ Change management

▪ Physicians – Transition to On Lok docs

▪ ADHC attendance

▪ 24/hour staffing

▪ Understanding each other’s culture

▪ Bringing larger community onto the campus

Challenges


▪ This experience changed us

▪ Small population required adaptation

▪ Changing populations being served

▪ Behavioral health, substance use

Perspective


Thank you.John BarnumSVP & CFO

Liberty Lutheran

[email protected]

www.libertylutheran.org

Mary Alice RyanPresident & CEO

St. Andrews Resources for Senior System

[email protected]

www.standrews1.com

David NolanChief Operating Officer

On Lok / PACE

[email protected]

www.onlok.org

Sr. Sandra Schmidt SBSCouncilor

Sisters of the Blessed Sacrament

[email protected]

www.katharinedrexel.org

Nancy HooksVP of State Partnerships

LeadingAge

[email protected]

www.leadingage.org

Documents

Solving Challenges with Collaboration: Catholic Senior ...catholic-leaders-symposium.com/wp-content/uploads/...Acquired June 2012 Life plan community 138 Independent Living apmts