Social Accountability Report – 2012

The Long View
Community Benefits and Social Accountability Report
Fiscal Year October 1, 2011 to September 30, 2012
Charitable ministry is at the heart of everything
ABHOW does. In 1997 the company formally adopted
a program of social accountability, the goal of which
is to touch as many lives as possible by putting the
company’s tax-exempt dollars to work.
Table of Contents
Executive Summary 4
The 2012 Report
6
Appendices33
Table 1: Charitable Ministry Benefits to ABHOW Residents by Community in 2012
Table 2: Number of Recorded Community Benefits Provided by Continuing Care Retirement
Community in 2012
Table 3: Number of Recorded Community Benefits Provided by Affordable Housing
Retirement Community in 2012
Table 4: Recorded Value of Community Benefits Provided by ABHOW in 2012
Table 5: Total Charitable Contributions in 2012
Table 6: Pure Charity Contributions in 2012
Table 7: Community Benefits Provided and Received in 2007, 2008, 2009, 2010, 2011 and 2012
Chart 1: Charitable Benefits to Residents and Team Members in 2012
Chart 2: Charitable Benefits to the Broader Community in 2012
Chart 3: Pure Charity Contributions in 2012
Chart 4: Total Tax Benefits Received and Total Pure Charity Benefits Provided in 2012
Executive Summary
Every ABHOW campus is described as a community. This is
no accident. The word community is used to convey the sense
of connection among residents, team members, families
and friends.
That feeling goes beyond individual campuses and extends to the neighbors, organizations and
cities that surround ABHOW communities. Contributing and helping others are essential aspects
of the ABHOW mission, and the organization gladly upholds this responsibility. ABHOW’s benevolence, for example, helps ensure that residents of the continuing care retirement communities can
remain in their homes if they outlive their resources. Donations to the ABHOW Foundation provide residents of affordable housing communities with services and amenities that are not covered
by state and federal funding. Individual and group donations help improve the lives of those within
the ABHOW communities every day, whether it is by providing educational opportunities for team
members or cultural experiences for residents.
But social accountability is not just a corporate endeavor, maintained within the ABHOW
walls. Team members and residents of ABHOW communities connect with their surrounding
neighbors every day. They share useful information and resources about aging. They grow and deliver organic fruits and vegetables to those in need. They tutor elementary school students and craft
warm scarves for those without homes. All of this activity points to one reality: ABHOW has a big
view of its mission — a long view.
In 1997 ABHOW formally adopted a program of social accountability with a purpose of touching
as many lives as possible by putting the company’s tax-exempt dollars to work. An essential part of the
program is to make ABHOW’s charitable activities transparent. Annually, ABHOW leaders detail their
charitable care and community service programs. The company measures the dollar value of its charitable activities to demonstrate that it gives far more in community benefits and benevolence than it
receives in tax benefits.
In 2012 ABHOW’s tax benefits came to about $8.1 million, while the company provided more
than $18 million in community benefits. Among those community benefits, ABHOW provided
$13 million in “pure charity,” which ABHOW defines as direct contributions to residents and team
members for care and services and direct contributions to others. Activities considered pure charity
are captured in the following categories:
Contractual allowances: ABHOW participates in the Medicaid program, which does not fully
reimburse the company for the cost of services provided to residents. So ABHOW covers the
difference. Such allowances totaled $4.9 million in 2012.
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2012 ABHOW Social Accountability Report
Subsidized allowances: ABHOW supports private pay residents by offering discounts from full
contractual rates. These discounts include such items as permanent level of care transfer discounts,
below-market discounts on certain apartments, SurePay program participation credits, Health
Center free-day credits, and basic medical credits for doctor and hospital Medicare deductibles.
These allowances totaled $3.9 million in 2012.
Benevolent care: ABHOW provides benevolent support when residents outlive their resources.
In 2012 the company distributed $1.6 million to the CCRCs.
Free services to residents: ABHOW makes direct contributions to residents in the form of
free services, such as health screenings, transportation and food. These contributions totaled
$1.1 million in 2012.
Educational assistance for team members: Each year ABHOW supports team members with
grants for tuition, fees and books. Such assistance totaled $30,718 in 2012.
Grants to retirement communities: Through the ABHOW Foundation, grants are awarded annually to ABHOW communities to enhance the quality of resident life. The Foundation awarded
$76,147 in grants in 2012.
Volunteer hours: Team members and residents contribute hundreds of hours to other nonprofit
organizations every year. Volunteer hours were valued at $635,000 in 2012.
Direct contributions to other nonprofits: ABHOW communities donate cash, food, goods and
services to other charitable organizations. These contributions totaled $936,000 in 2012.
In addition to this pure charity, ABHOW provided other significant benefits to residents. Each
year the company makes adjustments to Medicare and third-party managed care contracts when
these government and insurance entities do not fully reimburse ABHOW for the published price of
services provided to residents. In 2012 Medicare adjustments totaled $4.5 million.
These charitable activities reflect ABHOW’s belief that while providing exceptional options for
senior housing and health care is the goal, more can always be done. ABHOW’s mission compels its
people to look beyond the company’s campuses to address the needs of neighbors. Indeed, ABHOW
sees the company existing for and being responsible to the communities it serves. That long view of
social accountability guides the organization as it strives to effect changes within society that lead
toward a fuller life for everyone.
The Long View
5
2012 ABHOW Social Accountability Report
The following detail describes and estimates the value of all
charitable contributions given in 2012 by ABHOW, its continuing
care retirement communities and its affordable housing retirement communities.
Services and Activities Occurring for the Benefit of Residents
Resident Discounts from Fully Established Contractual Rates
• Resident subsidies by ABHOW (continuing care resident contracts and other discounts) during
fiscal year 2012 were $3,909,130. Included are non-contract allowances, administrative discounts, permanent transfers to different levels of care credit, below-market discounts, health
center free days credit, life care contract discounts and medical insurance subsidies. The breakdown by community is:
-- Grand Lake Gardens: $7,598
-- Judson Park: $140,439
-- Piedmont Gardens: $124,162
-- The Terraces at Los Altos: $312,604
-- Plymouth Village: $74,208
-- Rosewood: $226,013
-- The Terraces at San Joaquin Gardens: $502,315
-- The Terraces of Los Gatos: $366,109
-- The Terraces of Phoenix: $679,022
-- Valle Verde: $272,404
-- Las Ventanas: $1,204,256
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2012 ABHOW Social Accountability Report
Direct Benevolence to Residents
• Direct benevolence to continuing care residents by ABHOW during fiscal year 2012 was
$1,618,948. The breakdown by community is:
-- Judson Park: $82,572
-- Piedmont Gardens: $127,312
-- Plymouth Village: $222,128
-- Rosewood: $57,177
-- The Terraces at San Joaquin Gardens: $496,438
-- The Terraces of Los Gatos: $45,322
-- The Terraces of Phoenix: $321,958
-- Valle Verde: $265,572
-- Las Ventanas: $470
Payment for Items Not Reimbursed by Medicaid Contracts
• Adjustments of $4,868,341 were made to ABHOW residents during fiscal year 2012 representing Medicaid contracts that did not pay the full amount for their care. The breakdown of these
adjustments to residents is listed below by community:
-- Judson Park: $1,693,498
-- Piedmont Gardens: $923,038
-- The Terraces at Los Altos: $159,820
-- Plymouth Village: $137,615
-- Rosewood: $1,042,857
-- The Terraces at San Joaquin Gardens: $434,899
-- The Terraces of Los Gatos: $109,546
-- Valle Verde: $367,068
The Long View
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Subsidized Allowances to Residents – Adjustments to Medicare Services
Adjustments made by ABHOW for Medicare services to residents were $4,517,903. The adjustment
amounts were not counted in the report as pure charitable benefits.
Charitable Contributions to ABHOW Residents and Team Members
• During 2012, the ABHOW Foundation awarded grants and made contributions as follows:
-- To Allen Temple Arms I & II for a 60-inch LCD TV in the community room: $2,937
-- To Allen Temple Gardens for digital keyboards and accessories: $2,126
-- To Allen Temple Manor for furniture in common areas and the community room:
$6,562
-- To E.E. Cleveland Manor for furniture in common areas: $5,300
-- To San Rafael Rotary Manor for new office furnishings: $4,994
-- To Tahoe Senior Plaza for a treadmill: $1,934
-- To Arbor Vista for a 60-inch LCD TV in the community room: $2,175
-- To Broadmoor Plaza for a recumbent bike: $1,680
-- To E.E. Cleveland Manor for a treadmill and a recumbent bike: $3,901
-- To Lomita Manor for two computers: $1,980
-- To Pacific Meadows for ballet barres and hallway decorations: $4,606
-- To Parnow Friendship Manor for patio furniture and community garden equipment:
$6,573
-- To Vineyard Village for a 60-inch LCD TV in the community room: $2,175
-- To Fern Lodge for a TV console and furniture for the great room and lobby area:
$14,926
-- To Harbor View Manor for an elliptical trainer, a recumbent bike, two computers,
an Optoma projector, a projector pull-down screen, a 22-inch LCD TV and a 55-inch
LCD TV: $5,583
-- To Hillcrest Gardens for a 60-inch LCD TV in the community room: $1,740
-- To San Rafael Rotary Manor for three computers: $3,000
-- To Valley Vista for a Ping-Pong table: $949
-- To Pacific Meadows for three computers: $3,000
• ABHOW has temporarily advanced an aggregate of $4.9 million for working capital, pre-finance
costs and other support for its 31 affordable housing communities that are owned, managed or under
development. These advances are non-interest bearing, benefiting the projects by $296,000.
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2012 ABHOW Social Accountability Report
• ABHOW made grants in 2012 to 17 team members from its educational assistance fund in support of team members’ higher education development goals: $30,718
• ABHOW provided 1,251 free flu vaccines through 28 flu shot clinics to team members: $43,105
Research and Educational Activities with Other Organizations
• Judson Park hosted students from Highline Community College and Renton Technical College
in the certified nursing assistant program: $14,124
• La Sierra University service learning project conducted field/lab study at Mount Rubidoux
Manor for students to have interaction with residents: $11,900
• Piedmont Gardens was a training site for Vitas Hospice volunteers: $348
• Piedmont Gardens, in partnership with the University of California, Berkeley and San
Francisco, provided medical students Empathy 101 training: $11,698
• Piedmont Gardens provided geriatric training to students of the joint medical program of the
University of California, Berkeley and San Francisco: $1,090
• Nursing students from Bakersfield Adult School and Santa Barbara Business College Vocational
Nursing were administered and trained by team members of Rosewood: $50,000
• The Terraces at Los Altos provided opportunities for gerontology student interns to engage with
residents through teaching, conversation, and special programs supervised by the lifestyle program director: $654
• The Terraces of Phoenix hosted Arizona State University student nursing Well Elders program
that allows the student nurses the opportunity to develop self-awareness by critically reflecting
on the “therapeutic” nurse-client relationship: $8,000
• The Terraces at San Joaquin Gardens, in cooperation with California State University, Fresno
Department of Social Work, trained student interns to learn the social work skills needed in a
continuing care retirement community: $1,046
• San Joaquin Junior College and California State University, Fresno sent nursing students to The
Village at The Terraces at San Joaquin Gardens for their clinical training: $523
• Valle Verde hosted registered nurse and licensed vocational nurse training programs for students
from Santa Barbara City College School of Nursing: $50,000
Other Community Benefits to ABHOW Residents and Team members
• Allen Temple Arms provided church services on an ongoing basis: $5,000
• Allen Temple Arms residents received free individual counseling on Medicare and Medi-Cal
programs: $65
• Residents of Allen Temple Gardens enjoyed various types of exercise equipment for free: $44
The Long View
9
Experiencing Music
The tender tones of a classical guitar medley brought back
memories to Eva Ban of her late father.
“He touches my soul whenever I hear a guitar,” says Ban, an
American-born pianist and ballet dancer raised in Hungary whose
father played the guitar. “I was brought near tears.”
A resident of The Grove at Piedmont Gardens in Oakland, Calif.,
Ban attended a guitar-making class at the community in July 2012.
The program was part of a series provided to Grove residents
(including Floria Browning, above) through the Margaret Ferguson
Fund for Extraordinary Experiences.
The Grove is home for residents affected by memory loss, and
the programs supported by the fund emphasize creative activities
that stimulate as many senses as possible. The fund was established in honor of the late Margaret Ferguson, a former Piedmont
Gardens resident. Her son, David, is president and CEO of ABHOW.
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2012 ABHOW Social Accountability Report
• Allen Temple Gardens provided updated books, free access to computer and Internet in the
library to the residents: $32,249
• Allen Temple Gardens partnered with local Walgreens to sponsor a community-wide blood
pressure screening: $44
• Team members of Allen Temple Gardens transformed a storage room into a community lounge
with air conditioning for the residents. Here they enjoy music, board games, puzzles, reading
materials and socialization among neighbors: $218
• Allen Temple Gardens residents received two bags of nutritious groceries monthly through the
Alameda County Mercy Brown Bag program: $65
• Computer classes were held every Wednesday at Allen Temple Gardens for residents who desire
to gain technological and computer skills: $1,307
• Coffee hour was held every Tuesday at Allen Temple Gardens to build social skills among residents: $2,266
• All residents at Allen Temple Gardens were able to enjoy free cable television in the community
room, back lobby and the exercise room: $10,569
• Food was picked up from Allen Temple Church by the administrator once a month and
brought to Allen Temple Manor. Free pantry space was provided for the commodity program:
$507
• Arbor Vista provided free food delivery to the residents every Wednesday: $1,044
• Celebration of birthdays for the residents were held every other month at Arbor Vista: $1,000
• Arbor Vista offered a coffee social twice a week, providing socializing opportunities to the residents: $523
• Free Black Oak Casino trip was organized by the Arbor Vista administrator for the residents at
Arbor Vista, Vineyard Village and Hillcrest Gardens: $702
• Bridge was held every Sunday at Arbor Vista to encourage socialization among the residents: $109
• Residents and their friends at Bellflower Friendship Manor enjoyed free trips to Getty Villa
Museum, Knott’s Berry Farm Chicken House Dinner and Ghost Train near Griffith Park: $1,436
• Bellflower Friendship Manor hosted various holiday parties and special events such as a pool
tournament, chili cook-off, and art exhibit for the residents and friends: $2,984
• The Mercy Brown Bag program was offered to Broadmoor Plaza residents living on fixed
incomes to help ensure they get the nutrition they need: $65
• Broadmoor Plaza residents received free blood pressure screening and other medical information sponsored by Walgreens: $44
• Team members at E.E. Cleveland Manor prepared an appreciation party for the resident
volunteers in the community: $309
The Long View
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• E.E. Cleveland Manor provided free storage of commodities for residents and the community
Brown Bag program: $392
• The service coordinator at E.E. Cleveland Manor connected residents with local agency to receive daily hot meals: $131
• Free Spanish classes were offered to the residents at E.E. Cleveland Manor: $131
• E.E. Cleveland Manor partnered with Center for Elders to hold a community presentation
with a nutritionist and a nurse to provide information on PACE programs available to the
residents: $65
• E.E. Cleveland Manor provided grocery bags to low-income individuals monthly through
Commodity Program and Mercy Brown Bag Program: $1,307
• Grand Lake Gardens residents volunteered for programs and projects that emerged from the
Resident Council: $37,871
• Grand Lake Gardens residents contributed their volunteer hours to serve the residents, family
members and team members for the common good: $33,404
• Residents were transported to the local food bank by Harbor View Manor’s bus driver to pick up
food monthly: $454
• Every Thursday Harbor View Manor’s bus driver transported residents to a shopping site such
as Target, Fred Meyers grocery store, Kmart, Value Village, Trader Joe’s, etc. allowing residents
without transportation to get to the grocery stores and retail stores to purchase necessities: $779
• Hillcrest Gardens partnered with the local fire department to provide evacuation planning and
emergency preparedness to the residents: $311
• Interfaith Housing hosted free special dinner parties for the residents: $1,280
• Judson Park team members participated in an eight-week program focusing on improving
lifestyle choices, exercising more, eating healthy diets and encouraging their team members to
make positive changes: $872
• Lunch, refreshments and meeting room were provided by Judson Terrace Homes to California
Polytechnic State University, San Luis Obispo students for assisting residents with gardening and
cleaning annually on National Make a Difference Day: $461
• Judson Terrace Lodge team members provided and served annual luncheon to honor resident
volunteers in the community: $468
• Free Internet and cable TV services were offered to Judson Terrace Lodge residents in the
Library and the Sun Room: $486
• Shuffleboard, pool and Ping-Pong games were held regularly at Judson Terrace Homes to encourage residents’ competitive nature and socialization skills: $847
• Estate planning seminar was held at Judson Terrace Homes for the residents: $500
• Judson Terrace Lodge hosted weekly Ping-Pong games every Tuesday evening for one hour in the
Sun Room: $3,000
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2012 ABHOW Social Accountability Report
• Coffee Clutch was held at Judson Terrace Lodge once a week in the dining room to encourage
interaction and socialization among the residents: $520
• All residents of Judson Terrace Lodge were invited to weekly writing classes enhancing creativity
and writing skills: $4,678
• Blood pressure clinics were held twice a year at Kelly Ridge: $174
• Writing workshop for “Filipino Town USA - Stories & Maps” was held at Manila Terrace for the
residents: $22
• Manila Terrace offered a free Christmas lantern class to the residents by providing free materials
and instructions on making traditional Filipino lanterns. All finished products were showcased
during the Christmas Lantern Parade: $218
• Flu shot clinics were offered to Mount Rubidoux Manor residents twice a year: $109
• Residents of Mount Rubidoux Manor were provided free blood pressure screening every
month: $528
• Oak Knolls Haven arranged Brown Bag program participation for the residents: $44
• Commodity foods, dairy and produce purchased from the Monterey Food Bank were made
available to residents at Pacific Meadows: $3,198
• “Time to Talk” group meetings facilitated by a volunteer psychologist were offered by Pacific
Meadow to its residents, providing opportunities to voice their problems and help new residents
meet other seniors in the community: $1,452
• Pacific Meadows offered disaster preparation informational seminar for residents to prepare for
fire, earthquake, tsunami and flood: $349
• Shuttle services were provided weekly to Parnow Friendship House’s residents for free: $7,920
• A team member at Parnow Friendship House acted as the caller for the bimonthly bingo game at
the community: $1,046
• A discussion group “Let’s Talk” led by a resident met every Thursday at Parnow Friendship
House: $22
• Parnow Friendship House held community meeting discussing issues concerning the residents:
$352
• Parnow Friendship House residents enjoyed monthly Cinema Hilarium with comedy movies
and food prepared by the team members: $1,067
• Chess club with resident mentor was held at Parnow Friendship House: $132
• A team member of Parnow Friendship House led semimonthly brain games that included problem-solvers, crossword puzzles, etc.: $1,046
• Parnow Friendship House offered its residents weekly food distribution program sponsored by
the county and accompanied by a nutritional cooking class: $261
• Parnow Friendship House hosted “Parnow’s Got Talent” for the residents every month: $396
The Long View
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• Free Wi-Fi access was provided in the community room and the lounge at Parnow Friendship
House to all residents: $660
• Twice a year Pleasanton Gardens’ residents learned how to take care of their front gardens
through Garden Club’s meetings: $165
• Free English classes were provided to residents at Pleasanton Gardens every Saturday and
Sunday throughout the year: $3,476
• A group of residents at Pleasanton Gardens held dance classes for all residents to enjoy every
Sunday: $3,120
• Rosewood foundation supported the residents by raising benevolence funds: $523
• A team member of Rosewood participated in Rosewood Resident Council meeting supporting
the members of The Residences: $44
• Rosewood held a flu vaccine clinic onsite offering convenience to the residents: $146
• Rosewood residents maintained a mini mart to serve the other residents with everyday
items: $87
• Salishan Gardens held movie nights and game nights coordinated by a resident volunteer every
week: $392
• Basic computer classes were offered to Salishan Gardens residents twice a month to enhance
their computer knowledge: $218
• Salishan Gardens held free blood pressure checks quarterly in the community room for the
residents: $218
• Free cable and Internet services were provided to Salishan Gardens residents in the computer lab
and community room: $1,004
• Free cable TV service from Comcast were offered to all apartments at San Rafael Rotary Manor:
$47,600
• Twice a week a volunteer from San Rafael Rotary Manor brought donations from Whole Foods
Market to the community room for the residents: $2,179
• San Rafael Rotary Manor hosted various holiday parties and celebrations for all residents in the
community: $3,911
• San Rafael Rotary Manor held free Chair Yoga classes twice a week: $2,000
• Emergency preparedness presentation sponsored by Angela Del Ponte was offered to the residents at San Rafael Rotary Manor: $44
• Residents of San Rafael Rotary Manor volunteered in the nutrition class, poetry and spirituality
group and library, and assisted with decorations in the community room for the parties and
events: $5,821
• Residents of San Rafael Rotary Manor had free access to two computers with internet access in
the lobby and the community room: $1,760
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2012 ABHOW Social Accountability Report
• San Rafael Rotary Manor residents met once a month for Coffee Klatch with socializing, healthy
snacks and coffee: $254
• A variety of entertainments such as Monthly Laughathon, Wings of Song with lunch and Tucker
Sing-Along were held at San Rafael Rotary Manor for the residents: $425
• San Rafael Rotary Manor offered its residents entertainment with pizza dinner twice a year for
free: $448
• San Rafael Rotary Manor held an estate planning seminar with Marin Legal Aid to instruct residents on the specifics of holographic wills and answer estate planning questions: $144
• Buddhist Study Group hosted by two residents at San Rafael Rotary Manor met every Sunday:
$2,179
• Weekly line dancing classes were offered at San Rafael Rotary Manor to residents with or without walkers: $44
• A resident of San Rafael Rotary Manor led a memoir writing group open to all residents and
memoir reading sessions in the community center: $2,890
• San Rafael Rotary Manor held free presentations on heart-healthy habits and how to read food
labels: $88
• San Rafael Rotary Manor organized and sponsored monthly celebrations for all residents whose
birthdays fall within that month: $2,736
• Residents of San Rafael Rotary Manor contributed and shared movies in the community room
every Saturday evening: $1,133
• San Rafael Rotary Manor hosted a special birthday party to celebrate residents’ 100th birthday
with pizza and cake: $300
• San Rafael Rotary Manor residents participated video exercise classes three times a week in the
community room: $545
• San Rafael Rotary Manor partnered with nursing students from the Dominican School of
Nursing several times a year to check blood pressure and blood sugar for the residents and to
give a health presentation: $153
• Monthly county nurse visits were coordinated by San Rafael Rotary Manor team member to
provide the residents with blood pressure reading and other health care support: $900
• Free Internet access with Wi-Fi was provided to the residents in Family Room and Community
room at San Rafael Rotary Manor: $8,353
• San Rafael Rotary Manor provided residents with equipment and instructions to play Wii bowling game twice a week: $608
• San Rafael Rotary Manor hosted annual barbecue sponsored by The Rotary Club of San Rafael
for all residents: $1,542
• One-on-one computer tutoring and group lessons were offered at San Rafael Rotary Manor by
the service coordinator: $4,358
The Long View
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• Communion Services were held at San Rafael Rotary Manor the first Friday of every month for
the residents: $65
• Gardening plots were reserved for Shepherd’s Garden residents for recreational and food producing gardening purposes: $500
• Free cable TV on LED flat-screen television in community room was available to all residents at
Shepherd’s Garden: $360
• Tahoe Senior Plaza partnered with Maxim Health Systems to administer flu shots for the season: $365
• Tahoe Senior Plaza hosted Father’s Day lunch, Mother’s Day tea, holiday parties and birthday
parties at its lobby for its residents, board members, family and friends: $4,087
• Tahoe Senior Plaza residents were provided van transportation to grocery stores, Carson City
and various field trips throughout the year: $3,248
• The Terraces at Los Altos provided chaplain support and facilities for memorial services to resident families: $1,000
• Flu Vaccine Clinic was set up at The Terraces of Los Gatos to serve the resident seniors in the
community: $418
• The Residences members at The Terraces of Los Gatos volunteered their time helping residents
at The Lodge and The Village with their activities and events: $7,844
• Therapy department at The Terraces of Los Gatos gave helpful monthly in-services to residents
and team members to assist them in their everyday lives and wellbeing: $523
• The Terraces of Phoenix partnered with Phoenix Art Museum gave monthly presentations in the
Gathering Place featuring various artists from around the world providing social interaction and
educational opportunity to residents: $2,340
• The administrator of Three Rivers Village hosted monthly birthday parties for the residents:
$2,616
• Three Rivers Village provided free Internet in the Library Computer Lab to residents, family and
guests: $72
• A team member from Three Rivers Village volunteered to call bingo games for the residents
twice a week throughout the year: $3,972
• Resident volunteers at Valle Verde provided free tax preparation services for residents and team
members: $5,416
• Valle Verde residents volunteered at The Lodge, The Village, The Grove and for various on campus programs and committees: $290,873
• Knitting classes were held on Wednesday every week at Valley Vista, helping residents with
fine-tuning of motors skills and socialization: $1,056
• Valley Vista provided transportation free of charge to residents every Tuesday to serve
residents who are unable to drive and encourage residents’ independence and socialization:
$7,916
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2012 ABHOW Social Accountability Report
Forming Leaders
When Anzo Dock’s supervisor suggested he enroll in ABHOW’s
inaugural class on leadership, his first reaction was, “Who, me?”
Although Dock, an occupancy specialist at the time at Allen Temple
Arms in Oakland, Calif., was accomplished in his job, he had never envisioned himself as a leader. His supervisor recognized it, however. Once
Dock began attending the yearlong leadership program, he started
seeing more possibilities in his own future.
Leadership ABHOW is one way the company helps form leaders, for the
benefit of ABHOW as well as the wider senior living profession. ABHOW
also supports team members with grants for tuition, books and fees.
Now an administrator at Allen Temple Gardens in Oakland, Dock says
Leadership ABHOW provided him with the management and technical
skills he needed to advance within the company, and much more. “I
went in with self-doubt, not thinking I was really ready to move forward
in my career,” Dock says. “The program gave me the confidence to
apply for a management position.”
The Long View
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• Casino trip to Black Oak was offered to residents of Vineyard Village: $109
• Vineyard Village management team hosted an Appreciation Dinner for all residents for its 4th
year celebration: $310
• Individuals served on boards and corporate membership for ABHOW in 2012 as follows:
-- ABHOW Board of Directors volunteered 1,440 hours: $31,378
-- ABHOW Corporate Members volunteered 600 hours: $13,074
-- Cornerstone Affiliates (ABHOW’s parent organization) Board of Directors volunteered 360 hours: $7,844
-- The ABHOW Foundation board members volunteered 256 hours: $5,578
-- Local continuing care retirement community board members volunteered 8,250
hours: $179,768
-- Local affordable housing retirement community board members volunteered 900
hours: $19,611
Charitable Ministry Benefits Provided for the Broader Community
Community Health and Supportive Services
• Allen Temple Arms I hosted various town hall meetings opened to the residents and the broader community in the form of seminars, screenings and forums to support seniors’ health care
needs: $1,462
• Arbor Vista offered free low impact exercise class every Tuesdays and Thursday: $10,902
• Weekly bingo game and biweekly Bunco game were held at Arbor Vista’s community room,
providing socialization for the residents and the outside community: $2,783
• Various health seminars on medical, dental and vision needs of senior adults were held at
Bellflower Friendship Manor: $2,723
• A health and wellness fair was hosted by Broadmoor Plaza for residents, neighbors and sister
communities: $1,238
• Free blood pressure screening, exercise classes and other health related seminars were offered at
Hillcrest Gardens to residents and neighboring communities: $1,997
• Kelly Ridge offered “Set and Be Fit” classes to improve health and well-being of seniors living in
the broader community and help them gain strength and flexibility: $4,601
• Kelly Ridge hosted an information session on completing advanced directive for health care: $244
• Kelly Ridge residents and other seniors of the broader community benefited from blood pressure, podiatry, vision, and diabetes and dermatology screenings: $1,336
• Video exercise classes were held at Manila Terrace three times a week for residents and seniors in
the greater community: $44
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2012 ABHOW Social Accountability Report
• The administrator and the maintenance technician of Manila Terrace picked up food supply
from Los Angeles Regional Food Bank once a month and distributed it every second Saturday of
each month: $4,318
• Pacific Meadows partnered with Community Hospital of Monterey Peninsula to advise residents
and community members on advanced health care directive: $200
• Pacific Meadows held weekly exercise classes consisting of modified Pilates and stretching to
improve fitness, posture and balance: $607
• Pacific Meadows held seated and walking meditation classes for stress relief and improved wellbeing: $872
• The Arthritis Foundation’s Tai Chi exercise program was offered at Pacific Meadows for seniors
with arthritis and other mobility impairments: $375
• Rosewood held weekly balance classes open to residents as well as outside seniors: $8,000
• Water balance classes were offered twice a week to residents and non-residents during the summer in the Rosewood pool: $10,000
• Strength and fitness classes were offered three times a week at Rosewood to residents and others
in the greater community: $15,000
• Rosewood held Tai Chi and Yoga classes twice a week, providing residents and other seniors in
the community with a safe way to stay in shape: $10,000
• Tai Chi classes were offered weekly at Salishan Gardens: $131
• Advanced Health Care Directive seminar was offered to the resident and the broader community at San Rafael Rotary Manor: $22
• One of San Rafael Rotary Manor’s residents, a psychologist, hosted Healthy Aging classes every
month: $3,268
• Better Breathing classes were offered by Tahoe Senior Plaza open to the residents and the South
Lake Tahoe community: $88
• The Terraces at Los Altos hosted biannual community health forums presented by local physicians on such topics as skin problems, sleep and other informational topics benefiting residents,
neighbors and the community: $2,000
• A team member of The Terraces at San Joaquin Gardens co-presented at an educational seminar for dementia-related caregiver’s forum at California State University, Fresno Alzheimer’s
Association: $265
• The Terraces of Los Gatos provided space and a pastor for Sunday vesper services for residents
and non-residents: $2,266
• Family members and friends of The Terraces of Los Gatos residents who were dealing with loss,
illness or an ailing spouse met and talked about their issues in several on-campus groups facilitated by professionals: $2,557
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19
• Valley Vista hosted fall prevention seminars, blood pressure screenings, memory screens and
other various health fairs benefiting the resident and the broader community: $2,508
• Slow movement exercise classes were offered by Valley Vista every Saturday: $1,658
• Food was brought to Valley Vista from the Contra Costa Food Bank twice a month serving approximately 65 extremely low-income households in the community: $3,600
Use of the Retirement Community
• Every first Sunday of each month religious organizations used Allen Temple Gardens for church
service and communion open to the residents and the outside community: $1,044
• Room was made available for community population at Bellflower Friendship Manor for weekly
painting class: $2,578
• Grand Lake Gardens was a polling place for elections throughout the year: $4,568
• A nonprofit housing association used Hillcrest Gardens’ community room for its quarterly
meetings: $436
• San Luis Coastal Adult School used Judson Terrace Homes’ facility for free for classes for seniors: $27,000
• Other nonprofit organizations utilized Judson Park’s space for meetings, classes and other
events: $8,606
• Manila Terrace made its community room available for Los Angeles Builder Lions Club monthly
meetings: $2,444
• Los Angeles Police Department used Manila Terrace for a neighborhood meeting: $200
• Community room at Manila Terrace was a polling site for elections: $2,363
• Oak Knolls Haven provided free meeting space to coin collectors and stamp collectors : $2,200
• The Jewish Community Center used Parnow Friendship House’s community room for free for
monthly bridge game: $5,000
• Local synagogue Rodef Shalom came for choir practice in Parnow Friendship House’s community room on the last Wednesday of every month: $5,000
• Every month EBAC activity coordinators used Piedmont Gardens’ meeting space for free: $4,635
• Piedmont Gardens donated its site for a business school event: $1,436
• Piedmont Gardens was an official polling site for elections: $300
• Ombudsmen used meeting room donated by Piedmont Gardens to conduct its training: $100
• Piedmont Gardens offered free use of its parking lot to neighbors for National Night Out: $100
• Piedmont Gardens was a Fiduciary Group Training Site: $636
• Piedmont Gardens provided rehearsal room for the community groups : $1,800
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2012 ABHOW Social Accountability Report
• Piedmont Gardens donated space for meetings of Oakland community groups, such as
Overeaters Anonymous, Debtors Anonymous and Business Debtors Anonymous: $25,000
• Plymouth Village provided space and hospitality services for various church activities: $1,536
• AA meetings were held at Rosewood activity building twice a week: $1,800
• A Bakersfield Adult School art class was held weekly in the Rosewood activity building: $6,000
• Rosewood offered free space to Rosewood Rockers to learn difference dances: $500
• Rosewood was a polling site for Rosewood residents and surrounding communities: $1,000
• The Fresno Fire Department used the steep, high roof of the Fellowship Hall at The Terraces at
San Joaquin Gardens to train 20 firefighters: $2,022
• San Rafael Rotary Manor provided six free raised beds to the residents to grow food or flowers
for their enjoyment: $3,268
• San Rafael Rotary Manor community room was used as a polling station during election periods: $6,063
• The Local Congregation and two others used the rear parking lot at San Rafael Rotary Manor
for overflow parking during worship services on Saturdays and Sundays as well as for meetings
during the week: $261
• Local piano school teacher held recitals four times a year at Tahoe Senior Plaza’s lobby for residents
and parents of the students: $3,374
• South Lake Tahoe ukulele group practiced weekly at Tahoe Senior Plaza’s patio or the activity
room: $4,266
• Free space was provided by Tahoe Senior Plaza to residents and other older adults of South Lake
Tahoe for their AA meeting every Monday: $3,000
• The Terraces at Los Altos provided free space for different local events and for classes offered by
Foothill Community College: $5,000
• Schools, police department, fire department, churches and other nonprofit organizations received meeting room space throughout the year at The Terraces of Los Gatos: $8,498
• Terraces of Los Gatos donated space for a flea market sale for the residents and the greater south
bay community: $5,469
• Various community common areas and meeting space were donated by The Terraces of Phoenix
to community groups for their meetings, functions and services: $18,066
• Valle Verde provided a building for Visiting Nurse and Hospice Care in support of end-of-life
care for the Santa Barbara community: $50,507
• Valle Verde was a host site for ongoing meetings for local area American Baptist churches: $3,731
• Valle Verde provided classroom space for the Santa Barbara City College continuing education
and Vistas Lifelong Learning program, targeting seniors and adult learners in Santa Barbara:
$9,674
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Helping Her Community
Ida Brown is a vibrant woman with a hearty laugh and a big heart.
Her life is about helping others.
As the social services coordinator for Mount Rubidoux Manor in
Riverside, Calif., she helps residents take advantage of Riverside
County’s Low-Income Home Energy Assistance Program as well as
the county’s weatherization department.
She also organizes an annual cookie drive to benefit the local fire
department, works with the nearby Dales Senior Center and does
outreach for the community food program.
Paulette Mason, a Mount Rubidoux Manor resident, appreciates
Brown’s devotion. “Ida does everything, from fixing telephone
problems to replacing furniture,” says Mason. “She goes way
beyond what her job entails.”
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2012 ABHOW Social Accountability Report
Community Building and Leadership Activities
• ABHOW made donations to LeadingAge, a nonprofit organization: $10,000
• ABHOW gave miscellaneous donations to Bjornson Scholarship, Positively Power Woman
Award and Action Broadcasting: $1,445
• University of North Texas received gifts from ABHOW: $2,500
• During 2012, the local retirement communities’ executive directors and administrators and executives and team members of the home office donated 1,474 hours of volunteer services to local,
state and national aging services organizations: $32,118
• The ABHOW Foundation donated to Senior Helpline Services to sponsor tax planning seminar
for seniors: $3,000
• HOPE Reclaimed received contributions from the ABHOW Foundation for establishment of an
office in Los Angeles’ Skid Row area: $10,000
• Fern Lodge made cash contribution to Southern California Wheelchair Veterans Association:
$46,000
• Judson Park residents attended an educational session with Aging Services of Washington followed by an advocacy session with their state decision-makers: $424
• Judson Park partnered with the city of Des Moines, Wash., to sponsor stage entertainers for the
summer event “Celebrate Des Moines Caribbean Style”: $661
• Plymouth Village residents participated in support meetings, budget building, fundraising, and
community awareness building of local Step by Step program: $480
• Plymouth Village sponsored residents and team members as well as provided meeting space and
survivor brunches to support American Cancer Society’s annual Relay for Life event: $2,578
• Rosewood team members attended monthly meetings for the American Lung Association in
Kern County to support their effort to raise awareness of air quality in the county: $392
• Rosewood made donations to Love in the Name of Christ, Bakersfield Rescue Mission,
Bakersfield Homeless Shelter, International Christian Ministries, Alzheimer’s Association of
Kern County, Kern County Elder Life Foundation and many other Bakersfield nonprofit organizations: $21,600
• Rosewood contributed to the Alzheimer’s Association of Kern County for its Annual Golf
Tournament: $500
• Rosewood made contribution to Rosewood Chamber of Commerce: $800
• Ten team members and eight residents of The Terraces at San Joaquin Gardens participated in
the Alzheimer’s Foundation Walk/Run: $2,532
• Several Terraces of Los Gatos team members were volunteers of state and national organizations
that help advocate, assist and support seniors in the state and national level: $4,707
• Valle Verde provided free meeting space and lunches for Aging Services of California-Los Padres
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regional meetings and committee. Team members and resident leaders participated in meetings, committees and public policy review: $7,301
• Valle Verde team members conducted a month of fundraisers for the annual Walk to End
Alzheimer’s event held by the Alzheimer’s Association of Santa Barbara: $11,941
Community Benefit Operations Activities
• ABHOW dedicated management team members to coordinate the company’s community benefit operations, to undertake a benefit analysis of ABHOW’s social accountability program, and to
speak around the country on the topic of social accountability: $15,000
Other Benefits to the Broader Community
• Volunteer Services to Community Organizations by Residents and Team Members of ABHOW
and Its Retirement Communities:
-- A team member at Allen Temple Arms volunteered for the brown bag program picking up food every second and fourth Friday of the month: $2,179
-- Residents of Grand Lake Gardens volunteered in local nonprofit organizations, local
schools, local churches and community groups working on projects for the common: $55,325
-- Judson Park team members volunteered at various organizations and local groups,
such as Des Moines Rotary, Shorewood Elementary Parent Teacher Association,
West Seattle Association of Pee-Wee Baseball, Northwest Chapter of the National
Gerontological Nursing Association, American Baptist Homes and Caring
Ministries, and UNLV College of Hotel Administration Alumni Chapter: $10,702
-- Two team members of Judson Terrace Homes organized and coordinated with resident volunteers to pick up and deliver food to residents at the community twice a
month: $4,140
-- Every week a Judson Terrace Homes team member volunteered four hours for the
needle exchange program in the community: $4,358
-- Judson Terrace Lodge team members and residents volunteered to pick up and distribute bags of groceries to other seniors: $5,715
-- Kelly Ridge team members and residents volunteered for the Clean Tahoe program
to improve the environment of the Lake Tahoe basin: $3,596
-- Residents of Las Ventanas donated their hours to Assistance League of Las Vegas to
implement programs and services that enrich the lives of children in need: $19,839
-- Las Ventanas residents made baby afghans, children’s sweaters, baby hats and headbands for needy families: $8,783
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2012 ABHOW Social Accountability Report
-- Residents and team members of Las Ventanas provided volunteering services to Boys
and Girls Club of Las Vegas, Cat Rescue, International Church of Las Vegas, Las
Vegas Soccer Coach, Michael Jordan Golf Tournament, Opportunity Village, Poppy
Foundation, Roger Bryan Elementary School, ROTC Liaison and UNLV Alumni
Association: $25,390
-- Las Ventanas residents made chemo caps and donated them to cancer patients undergoing chemotherapy: $24,274
-- A team member of Parnow Friendship House picked up and delivered brown
bag food donations from the Marin County Food Bank to the seniors in the
community: $414
-- Sixteen members of the Leadership Team (department heads and managers) of
Piedmont Gardens spent a morning volunteering at the Alameda County Food Bank
and packed 10,000 lbs. of oranges for distribution to people in need: $1,395
-- Piedmont Gardens Saturday Senior Center resident volunteers contributed 1,000
hours throughout the year creating hats, scarves, dolls, pillows, and other items for
donation to local hospitals and shelters: $21,790
-- Team members at Pleasanton Gardens donated their time to prepare a barbecue for
the residents, community members of police department and fire department for the
national night out event: $874
-- Plymouth Village residents participated at the Food Kitchen assisting in serving and
distributing of food for homeless of Redlands: $2,088
-- Plymouth Village residents provided volunteering services at Curiosity Shop to
support ongoing charitable work within the broader community in the form of donations to tutoring centers, church groups, and benevolence funds: $52,119
-- Residents of Plymouth Village donated their time to Redlands Meals on Wheels
program through interviewing new program participants, participation as board
member, picking up meals at local senior center and delivering them to shut-ins
throughout the wider Redlands community: $5,408
-- A resident of Plymouth Village volunteered as recording secretary for the board of
directors for Redlands Sister Cities Association, helping create awareness within the
larger community and making travel and education possible for the community:
$153
-- Plymouth Village residents participated in investment committee and fundraising
events to support the San Bernardino City Library Foundation: $195
-- The Village People, a group of Plymouth Village residents and team member volunteers, worked with children at local elementary schools, providing support in
reading, music and tutoring: $1,768
-- Rosewood team members and residents volunteered numerous hours at Bakersfield
Chamber of Commerce meetings: $392
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-- Rosewood team members volunteered for the Rosewood Board of Advisors, a local
official service to benefit residents in better quality of life and care through the support of the executive director: $436
-- Residents of Rosewood knitted, crocheted or sewed blankets for needy babies in the
greater Bakersfield area: $3,268
-- Rosewood residents donated their hours at Rosie’s Closet, a thrift store in the activity
building that supports the Rosewood Foundation with its proceeds: $327
-- Team members of The Terraces at San Joaquin Gardens participated in local outreach programs through the Fresno Airport Rotary, Clovis Chamber of Commerce,
Fresno Chamber, Senior Living Network, The Aging Network, Coalition for
Compassionate Care, Thanksgiving and Christmas Dinners, Rata Prom for severely
handicapped high school students and their families: $2,062
-- Once every quarter residents and team members at The Terraces at San Joaquin
Gardens volunteered at food bank, bagging and sorting vegetables, beans, rice, fruit,
and canned and boxed goods: $1,307
-- Four team members of The Terraces at San Joaquin Gardens contributed to the local
churches their volunteer services, including prayer ministry, committee work, business management and spiritual education: $20,918
-- Residents at San Rafael Rotary Manor donated their time to coach bridge, work in
the library and local thrift store, tutor children, prepare meals for local homeless
shelter, and help at Marin Medical Reserve Corp and Kaiser: $18,333
-- Residents and team members at The Terraces of Los Gatos participated in the community’s elementary school volunteer exchange and English as a second language
classes for immigrant team members: $3,059
-- Notions N’ Needs, a convenience store run by resident volunteers at The Terraces of
Los Gatos, sold consumer snacks, drinks and other novelty items to the residents and
others in the broader community: $44,887
-- Residents at The Terraces of Los Gatos led Resident Council Committees, helping improve the lives of residents, team members and visitors in the community:
$26,824
-- The Terraces of Los Gatos residents and team members sorted out food for the
homeless and hungry at Second Harvest Food Bank: $1,351
-- Team members served on The Terraces of Los Gatos Board of Advisors, benefiting
residents through the support of the executive director: $5,230
-- Schoolchildren of incarcerated parents received one-on-one tutoring from The
Terraces of Phoenix resident volunteers: $11,763
-- The Terraces of Phoenix resident volunteers served in various venues to provide
ongoing amenities to residents, family members, team members and the community
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2012 ABHOW Social Accountability Report
at large: $113,823
-- Residents at Three Rivers Village donated their time weekly to the Richland Senior
Center, school library, and donated crocheted items to Veterans of Foreign Wars and
Neonatal Unit at the local hospital: $69,293
-- Nearly 100 Valle Verde residents volunteered at La Tienda Thrift Shop funding
various programs with the store proceeds benefiting Santa Barbara community:
$122,728
-- Valle Verde residents volunteered for numerous Santa Barbara community organizations, such as hospitals and health agencies, AARP tax preparation services,
museums, libraries, historical societies, galleries, shelter services, Recording for the
Blind and Dyslexic and religious organizations: $99,214
• Subsidized Community Housing or Meals:
-- Valle Verde prepared healthy meals at a discounted rate for members of the Santa
Barbara community who cannot get out of their homes: $19,827
• Other Services to Community Organizations by Residents and Team Members of ABHOW and
Its Retirement Communities:
-- Allen Temple Gardens hosted holiday parties and an annual barbecue for residents
and the outside community to bridge the gap within the communities and build and
preserve friendly, working partnerships: $5,436
-- The local fire department and American Red Cross sponsored a mock fire drill and
earthquake preparedness at Allen Temple Gardens. Booklets and safety packets were
distributed to residents and the outside community: $87
-- Bible study was offered every Thursday at Allen Temple Gardens and opened to residents and the outside community: $2,566
-- Bingo game was held every other Friday at Arbor Vista for the residents and other
members in the broader community: $783
-- Every Tuesday and Thursday residents and neighbors enjoyed Bunco game at Arbor
Vista: $2,000
-- Bellflower Friendship Manor offered Bible study and Sunday School meeting place to
the residents and seniors in the greater community: $1,075
-- Quilting classes offered at Bellflower Friendship Manor provided learning and
enjoyable environment for new quilters as well as experienced quilters to work
together: $1,358
-- Team members and residents at Casa de La Vista donated baked cookies to paramedics and firefighters: $200
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-- Every Thursday community members attended Bible study at E.E. Cleveland
Manor: $2,310
-- Grand Lake Gardens provided meeting space and discounted lunch for Baptists
Lunching Together, a group of local Baptist leaders including pastors, team members, church members and the residents: $500
-- Hillcrest Gardens team members and residents participated in backpack drive for
low-income neighborhood kids: $318
-- Judson Park donated food items to the Des Moines, Wash., Food Bank, providing
assistance to individuals living in Des Moines, Seattle and the West Hill of Kent
neighborhood: $1,045
-- Judson Park made donation to Highline Medical Center Foundation: $2,000
-- National Autism Society received cash donation from Judson Park: $100
-- Fitness classes were offered at Judson Park to all seniors in the greater community:
$3,399
-- Judson Terrace Lodge offered weekly Bible study for 10 months to the residents and
other seniors in the neighboring community: $12,000
-- Judson Terrace Lodge hosted weekly bingo game for the residents and the guests:
$7,500
-- Kelly Ridge team members and residents prepared backpacks for local schools to give
to children below poverty level: $1,911
-- Knitted hats and blankets for newborns were donated by Kelly Ridge to the newborn
nursery at Barton Memorial Hospital: $2,064
-- Kelly Ridge residents spent thousands of hours making quilts for the troops:
$136,894
-- Team member and residents at Kelly Ridge hosted bingo game three times a week
encouraging socialization among the residents and the community: $1,520
-- Bible study and prayer services were held every Tuesday evening for Mount
Rubidoux Manor residents and their guests: $1,584
-- Piedmont Gardens made food drive donation of 493 pounds of food and cash to the
Alameda County Community Food Bank: $1,271
-- Six deluxe walkers, seven standard walkers, one deluxe wheelchair, and two standard
wheelchairs were donated by Piedmont Gardens to International Disability Center
Wheels of the World for distribution to citizens in need: $1,854
-- Piedmont Gardens residents created and donated 100 bookmarks for the Oakland
Public Libraries: $2,179
-- Residents of Piedmont Gardens collected and donated magazines to Seafarers
Mission providing sailors with reading material on current issues: $300
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2012 ABHOW Social Accountability Report
Creating with Neighbors
Residents of Bellflower Oak Street Manor and Bellflower
Friendship Manor are tapping into their inner artist, thanks to
their own volunteer spirit.
Every Monday, Tuesday, and Wednesday, residents and their
neighbors in Bellflower, Calif., get together for the common goal
of creating art. From quilting to painting, participants
embrace the opportunity to express themselves.
When city funding was cut, residents stepped forward as
volunteer instructors to keep the program going. It’s been a
rewarding outcome for all involved.
“It gives them a chance to develop some new skills and
to create some beauty,” says Bellf lower Administrator
David Gregory.
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-- Once a month Pleasanton Garden residents handmade blankets for kids in shelters
and foster families: $484
-- Plymouth Village residents collected in excess of 7,000 stamps, 150 box tops, and
5,000 pop tops for the local schools: $1,133
-- A Plymouth Village resident, a well-known artist, created a 20-foot backdrop for the
Redlands Breakfast Club and also created three commissioned watercolor paintings
to support fundraising efforts: $3,568
-- The Grove at Plymouth Village donated an upright piano to Redlands Salvation
Army: $1,000
-- Empty medical pill containers were collected, cleaned and shipped by Plymouth
Village residents to Haitian missions for distribution to hospitals in need. Residents
also donated eyeglasses to Haiti Missionary Aviation Services: $4,858
-- The Sweet Tomatoes, a group of musicians comprised of Plymouth Village residents
and community seniors, played two to three times monthly at nursing homes and
community centers: $1,307
-- Plymouth Village prepared and provided spaghetti-and-meatball dinners for local
homeless children: $365
-- Walk in the Word Bible Study was held at Rosewood for both residents and non-residents: $1,133
-- Rosewood hosted Chaplains Luncheons for local ministers to get together and
discuss current issues in Kern County: $344
-- Seniors from all over Kern County competed, socialized, and joined with other
family members at the Senior Games hosted by Rosewood: $9,101
-- The Rosewood Drama Club, a group of residents from Rosewood, put together small
acts or plays for numerous events on and off campus: $218
-- Rosewood residents volunteered their time to various programs and services, such
as chess and bridge classes, trash pickup, senior games, resident council, and other
services for the community: $124,203
-- Residents and team members at Rosewood collected and donated toys for the Toys
for Tots program at the annual Flip the Switch program in December: $500
-- Sunday Fellowship and Friday Bible study offered by religious organizations were
held at Salishan Gardens open to residents and outside community: $610
-- Salishan Gardens partnered with Tacoma Narrows Federal Credit Union provided
financial service and education classes to seniors in the greater community: $218
-- Twice a year Tahoe Parents Nursery School students performed for their parents and
the residents at Tahoe Senior Plaza: $822
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2012 ABHOW Social Accountability Report
-- Eight residents of The Terraces at San Joaquin Gardens sewed, knitted, and crocheted items for needy individuals and groups throughout the greater Fresno
community: $57,426
-- The Terraces at San Joaquin Gardens donated three hospital beds to the Disabled
American Veterans Thrift Store, making quality hospital beds available to the general public with proceeds for a variety of programs for disabled veterans in the greater
Fresno area: $2,422
-- The Terraces at San Joaquin Gardens donated gifts and cash to Evangel Home,
Evangelicals for Social Action, Mora Home, Fresno Rescue Mission, Hope Now for
Youth, and Marjaree Mason Center, providing resources and funds for emergency
housing, parenting, job readiness training, medical care, and rehab for needy individuals, homeless women and their children in the greater Fresno area: $11,804
-- The Terraces at San Joaquin Gardens hosted the annual Super Bowl of Caring
fundraiser to support institutions who feed the hungry persons in the Central Valley
counties: $654
-- Residents of The Terraces at San Joaquin Gardens donated collection of stone for
lapidary activities and accompanying equipment (stone cutter) to Fresno Gem and
Mineral Society: $522
-- Team members and residents of The Terraces at San Joaquin Gardens volunteered
and sponsored Fashion Show fundraiser to support the Caregivers Resource Center:
$847
-- Eight used walkers and four used wheelchairs were donated by The Terraces at San
Joaquin Gardens to Joni and Friends Wheels for the World to be refurbished and
distributed to disabled individuals in Romania: $1,522
-- The Terraces at San Joaquin Gardens sold Kids Day newspapers to residents and
team members to raise money for the Children’s Hospital of Central California:
$680
-- Residents and team members of The Terraces at San Joaquin Gardens contributed
funds and goods (grooming, small clothing, toys, educational supplies, etc.) to fill
196 shoe boxes for Operation Christmas Child to be distributed worldwide to underprivileged children: $6,164
-- Valley Center for the Blind received a talking microwave oven from The Terraces at
San Joaquin Gardens: $150
-- The Terraces at San Joaquin Gardens provided goody bags to Center for Peace
Keeping benefiting female inmates of Chowchilla: $294
-- San Rafael Rotary Manor hosted bingo every Thursday in the community room,
providing socialization for the residents and the community: $7,649
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-- The Terraces at Los Altos donated miscellaneous emergency food supplies of canned
and bottled food and turkeys for the holidays to Second Harvest Food Bank: $500
-- The Terraces of Los Gatos hosted the Old Fogies Follies Show in which residents performed skits, danced and sang for the greater South Bay community: $2,353
-- The Terraces of Los Gatos provided referral and outreach services to non-residents
needing assistance with placement to other communities for all levels of living:
$14,000
-- Residents and team members of The Terraces of Los Gatos collected toys and food to
give to low-income and disaster-affected families: $5,256
-- The Terraces of Phoenix resident volunteers purchased, wrapped and delivered 50
holiday items to children whose families suffered from incarceration, substance
abuse or neglect: $1,436
-- Residents of The Terraces of Phoenix participated in Tumbleweeds Organization
Sandwiches for Teens program and made peanut butter and jelly sandwiches weekly
for homeless teens: $12,864
-- The Terraces of Phoenix Foundation established and oversaw fundraising opportunities for the purpose of assisting those less fortunate with food, clothing, shelter,
medical and financial support: $14,945
-- A resident of Three Rivers Village volunteered to teach other residents, family and
friends crochet once a week: $3,090
-- Quarterly meetings were held at Three Rivers Village for residents, family and guests
on how to prepare for disaster: $1,166
-- Residents of Valle Verde created hundreds of handcrafted toys and knit goods for
needy families in the Santa Barbara community: $42,332
-- Bible study was offered at Valley Vista to residents and individuals in the wider
community: $1,701
-- Bingo was held every Friday at Valley Vista, encouraging socialization among
residents and the outside community: $5,811
-- Valley Vista hosted community barbecue and holiday parties open to residents and
others in the community: $3,542
-- Basic and advanced English as a second language classes were offered by Valley Vista
twice a week to anyone in the greater community: $23,402
-- Valley Vista held dance classes every Saturday night for residents and the outside
community: $5,522
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2012 ABHOW Social Accountability Report
Appendices
The following Tables and Charts further illustrate ABHOW’s charitable ministry – the company’s
leadership in charitable giving and benevolence to the community of residents and team members
and the broader community in which each resides.
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33
34
2012 ABHOW Social Accountability Report
Table 1
Charitable Ministry Benefits to ABHOW Residents:
Subsidized Allowances, ABHOW Direct Benevolence,
and Third-Party Adjustments to Residents Fiscal Year in 2012
Resident
Discounts from
Fully
Established
Contractual Rates*
ABHOW Direct
Benevolence to
Residents**
Medicaid
Contractual
Adjustments***
Grand Lake
Gardens
$7,598
$0
$0
Judson Park
$140,439
$82,572
$1,693,498
$1,916,509
Piedmont Gardens
$124,162
$127,312
$923,038
$1,174,512
The Terraces at Los
Altos
$312,604
$0
$159,820
$472,425
Plymouth Village
$74,208
$222,128
$137,615
$433,950
Rosewood
$226,013
$57,177
$1,042,857
$1,326,046
The Terraces at San
Joaquin Gardens
$502,315
$496,438
$434,899
$1,433,652
The Terraces of
Los Gatos
$366,109
$45,322
$109,546
$520,976
The Terraces of
Phoenix
$679,022
$321,958
$0
Valle Verde
$272,404
$265,572
$367,068
Las Ventanas
$1,204,256
$470
$0
$1,204,726
Total
$3,909,130
$1,618,948
$4,868,341
$10,396,419
Total
$7,598
$1,000,980
$905,044
* Column 1 represents miscellaneous discounts provided to private paying residents and includes such items as permanent level
of care transfer discounts, SurePay program participation credits, Health Center free day credits, basic medical credits for
doctor and hospital Medicare deductibles and other miscellaneous administrative discounts.
** Column 2 represents benevolent discounts given to residents whose means are insufficient to cover the entire monthly fee
and charges for other services.
*** Column 3 represents contractually obligated discounts to Medicaid (MediCal) insurers who do not pay the full amount of
our published prices (according to the terms of our agreement with them). Adjustments of $4,517,903 for Medicare are not
included.
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35
Table 2
Number of Recorded Community Benefits by
Continuing Care Retirement Community in 2012
13
Valle Verde
8
Terraces of Phoenix
16
Terraces of Los Gatos
Terraces at Los Altos
5
24
San Joaquin Gardens
28
Rosewood
15
Plymouth Village
17
Piedmont Gardens
15
Las Ventanas
16
Judson Park
Grand Lake Gardens
5
Number of Benefits Recorded
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2012 ABHOW Social Accountability Report
Table 3
Number of Recorded Community Benefits by
Affordable Housing Retirement Community in 2012
8
Vineyard Village
Valley Vista
11
Three Rivers Village
11
12
Tahoe Senior Plaza
13
Shepherd’s Garden
32
San Rafael Rotary Manor
9
Salishan Gardens
6
Pleasanton Gardens
13
Parnow Friendship House
9
Pacific Meadows
6
Oak Knolls Haven
4
Mout Rubidoux Manor
8
Manila Terrace
9
Kelly Ridge
Judson Terrace Lodge
7
Judson Terrace Homes
7
Interfaith Housing
1
4
Hillcrest Gardens
5
Harbor View Manor
Fern Lodge
1
12
E.E. Cleveland Manor
Casa de la Vista
6
Broadmoor Plaza
6
Bellflower Friendship Manor
7
Arbor Vista
Allen Temple Manor IV
13
2
Allen Temple Gardens
Allen Temple Arms
14
4
Number of Benefits Recorded
The Long View
37
Table 4
Recorded Value of Community Benefits
Provided by ABHOW in 2012
$590
Other Community Benefits
Community Benefit Operations
$15
$796
Volunteer Services to Community
Community-Building & Leadership
Use of Retirement Community
Community Health/Support Services
$149
$229
$92
$1,309
Other Resident Benefits
$4,868
Medicaid
$4,518
Medicare
$1,619
Direct Benevolence
$3,909
Resident Discounts
Research and Education
$149
Recorded Value of Community Benefits (Thousands)
38
2012 ABHOW Social Accountability Report
Table 5
Total Charitable Contributions in 2012
Charitable Contributions to ABHOW Residents:
Resident Discounts from Fully Established Contractual Rates
$ 3,909,000
Direct Benevolence to CCRC Residents
$1,619,000
Medicare
$4,518,000
Medicaid Adjustments $4,868,000
Research and Education with Other Organizations $ 149,000
Other Community Benefits to Residents & Team Members
$1,309,000
Charitable Contributions Benefiting the Broader Community:
Community Health & Supportive Services
$
92,000
Use of the Retirement Community to Other Organizations
$ 229,000
Community Building and Leadership
$ 149,000
Community Benefit Operations Activities
$
Volunteer Services to the Broader Community
$ 796,000
Other Services to the Broader Community
$ 590,000
15,000
Total of All Charitable Contributions
$18,244,000
Total Pure Charity
$13,199,000
Total Tax and Interest Benefits Received in 2012
$8,107,000
The Long View
39
Table 6
Pure Charity Contributions in 2012
$635
Volunteer Services to the Community
$937
Direct Contributions to the Community
Educational Assistance to Team Members
Grants to Retirement Communities
Other Benefits to Residents
$31
$76
$1,124
$4,868
Medicaid Adjustments
$1,619
Direct Benevolence to Residents
$3,909
Resident Discounts
Contributions (Thousands)
40
2012 ABHOW Social Accountability Report
Table 7
Community Benefits Provided and Received
Comparative Data
Thousands $20,000
$18,000
$16,000
$14,000
$12,000
$10,000
$8,000
$6,000
$4,000
$2,000
$
Community Benefits
Provided
2007
2008
Pure Charity Benefits
Provided
2009
2010
2011
Tax and Interest
Benefits Received
2012
The Long View
41
Chart 1
Charitable Benefits to Residents
and Team Members in 2012
Direct Benevolence
to Residents, 14%
Other Charitable Benefits to Residents
and Team Members, 11%
Resident Discounts, 33%
Medicaid Adjustments, 41%
Research and Education
Benefits to Residents and
Team Members, 1%
Chart 2
Charitable Benefits to the Broader Community in 2012
Community Benefit Operations
Activities, 1%
Volunteer Service, 42%
Other Benefits to the
Community at Large, 32%
42
2012 ABHOW Social Accountability Report
Community Building & Leadership, 8%
Community Health &
Supportive Services, 5%
Use of Retirement
Community, 12%
Chart 3
Pure Charity Contributions in 2012
Grants to Retirement
Communities, 1%
Other Benefits to ABHOW
Residents, 8%
Direct Contributions to
the Community, 7%
Medicaid Adjustments, 37%
Volunteer Services to the
Community, 5%
Direct Benevolence to
Residents, 12%
Resident Discounts, 30%
Chart 4
Total Tax and Interest Benefits Received and
Total Pure Charity Benefits Provided in 2012
Total Tax Benefits
Received, $8.1 Million
Total Pure Charity Benefits
Provided, $13.2 Million
The Long View
43
American Baptist Homes of the West
American Baptist Homes Foundation
of the West
Cornerstone Affiliates
6120 Stoneridge Mall Road, Suite 300
Pleasanton, CA 94588
(800) 222-2469
www. abhow.com