ST. PAUL`S

2014
ANNUAL
REPORT
55 years ago we broke ground...
With the addition of the John A. McColl Family Health Care
Center in 1982, St. Paul’s expanded to provide 5-Star skilled
nursing. In 1992 the addition of St. Paul’s Villa allowed for
the inclusion of friends needing help with daily living.
Today, for 55 years after that first idea, St. Paul’s Senior Homes &
Services has served thousands of San Diego families by continuing our mission of establishing services, communities and
programs to meet the growing needs of seniors in our community. Chula Vista will be home to our new St. Paul’s Plaza: A
156-apartment residential community specifically designed to
meet the needs of a new generation of seniors, with family-style
features like an outdoor playground and barbecue area, community kitchens for family events, a pub and large spacious
community areas.
St. Paul’s Senior Homes & Services has made it our mission
to identify the needs of seniors in San Diego and build
services around those needs. After our Child Care Program
was established, a Senior Day Program followed for seniors
with cognitive challenges providing a safe and loving intergenerational program, the first of its kind in California.
It is with great pride that we present St. Paul’s Senior Homes &
Services to San Diego’s new generation of seniors not only with
new and innovative services, but also with a fresh new image and
name. We proudly introduce you to St. Paul’s Senior Services. A
name which encompasses not only our residential communities,
but is also reflective of the innovative services San Diegans ask us
to bring to America’s Finest City.
St. Paul’s Senior Homes & Services started with an idea. To
share a meal with friends from church - St. Paul’s Cathedral
on 5th Avenue in San Diego. With great food, laughter and
joy the idea grew to creating a community, St. Paul’s Manor,
where like-minded friends could reflect, grow and live together.
In 2008, St. Paul’s PACE opened its doors to serve San Diego’s
most frail and low-income seniors. With growing needs in
South County, a second site opened in 2012. Almost 1,000
seniors have benefitted from PACE during this seven-year
period. That’s a thousand seniors who otherwise would have
had to move to skilled nursing facilities. Instead they were able
to live successfully in their homes surrounded by family.
In 2013 we partnered with the San Diego Housing Commission
and Bridge Housing to provide homes for low income seniors
on the cusp of homelessness.
We, the 352 employees of St. Paul’s Senior Services, make a promise
to San Diego. To provide the most loving, kind and compassionate
care to seniors. We commit to quality medical and social care, while
maintaining our commitment to modest pricing.
And we promise to be a trusted resource for those in need of guidance and support. If we can’t help you with St. Paul’s services, don’t
worry - we will find you an alternative resource here in San Diego
who can. That’s our promise to you: Ideal care, even if it isn’t with us.
St. Paul’s Senior Services
San Diego’s leader in Senior Care since 1960
Not Just A Senior Community
Newspaper article
about Manor opening
for the first time
1960
ST. PAUL’S
CORPORATION
FORMED
Breaking ground
Health Center
1963
MANOR
OPENS
1982
HEALTH
CENTER
OPENS
PACE opens
1991
VILLA
PURCHASED
ST. PAUL’S
PACE
OPENS
2008
2012
REASNER CHULA VISTA
2014
PLAZA
GROUNDBREAKING
A Senior Family...
...One Big Family
VILLA
RESIDENTS
JOHN & BETTY
SPAFFORD
SENIOR DAY
THANKSGIVING
CELEBRATION
JACK
&
FRANCES
AT
THE VILLA
BRITTANY LEA
HELPING
ST. PAUL’S PACE
PARTICIPANT
TINA
Cheryl Wilson
Chief Executive Officer
2015 represents 55 years of St. Paul’s dedication to
seniors and families in the San Diego community and
it’s with great pride that we take this opportunity to
reflect not only on the achievements of 2014, but
also the past 54 years.
The Plaza will begin our journey of serving a new
generation of seniors; a generation that will not embrace
retirement, but will wish to continue a vibrant community
life, one where they’re secure, feel at home, can have fun,
and make their own lifestyle choices every day.
The concept for St. Paul’s started in 1953 with seven
years of initial concept, feasibility studies, and fund
acquisition to establish a residential community for
San Diego’s elderly of modest means.
In October 2014, the Board of Trustees voted to change
the name of St. Paul’s Senior Homes & Services to St Paul’s
Senior Services. Although a subtle change, it’s one which
now reflects the many services beyond residential living
that St. Paul’s offers.
The corporation was established in 1960, and the next
55 years from 1960 to 2015 represents years of hard
work and determination to be the most innovative
and exceptional senior program provider in San Diego
County. This work engaged many volunteer leaders,
donors, residents and staff, all local San Diegans who
make the world a better place.
The opening of St. Paul’s Plaza in 2015 is our most
ambitious project yet. In keeping with St. Paul’s reputation for innovation, the Plaza will be a family-friendly
retirement community. It will be a community where
family and friends will feel at home when visiting their
loved ones. With a children’s playground, family dining
rooms where private dinners can be prepared as if in
one’s own home kitchen, to a pub where visitors can
enjoy the weekend ball game, there is something for
everyone to enjoy. This incredible facility will serve
those of modest means with a first-class resort-like
experience.
Recently, the three Boards of Trustees reorganized to be
more proactive and responsive to opportunities and
challenges within our service field. Subsequently, an
internal staff reorganization has occurred, and after ten
years of unchanging management positions, two new
appointments were created and several staff were promoted as a result of their proven commitment to additional
training and internships... These changes will ensure the
continuity of exceptional service to seniors, as well as
continued growth into the future.
As we continue to be a resource for seniors, we also commit
to changing and meeting those needs over time. We can
only do this with your support and commitment to those
seniors who have made our world a better place for future
generations.
Board Chair Bruce Leidenberger with
CEO Cheryl Wilson and Janie Davis.
1953 St. Paul’s Cathedral parishioners study the feasibility
of erecting a retirement home for elderly people of
modest means.
1960 A non-profit corporation is established and Articles
of Incorporation recorded.
1963 First residents welcomed to St. Paul’s Manor, First HUD
building in California.
1966 Groundbreaking for the Tower.
1967 Manor Tower fully occupied.
1978 Plans for a Health Center begin and a fundraising office
is established.
1982 Construction completed on St. Paul’s Health Care Center,
later, in 1996, it is named John A. McColl Family Health Center.
1984 Love Uniting Volunteers (LUV) Auxiliary founded.
1987 Assisted Living Program established at the Manor, the first
in the Nation.
CEO Cheryl Wilson greets staff.
1990
1992
1996
1997
1998
2008
2010
2012
2013
2014
2015
2015
Assisted Living Program expanded to the Manor Tower.
St. Paul’s Villa is acquired and new services established.
St Paul’s Community Care Center is donated.
St. Paul’s Intergenerational Program opens.
Feasibility of a PACE Program introduced.
St. Paul’s PACE opens in Bankers Hill.
St. Paul’s Villa opens a Memory Care Program.
St. Paul’s PACE Chula Vista opens.
Parker Kier homeless housing partnership begins.
Groundbreaking for St. Paul’s Plaza.
Expected opening of St. Paul’s Plaza.
Low-income Housing partnership for Homeless Veterans
opens.
BOARD
OF
DIRECTORS
RICHARD
THORN
ENJOYING LUNCH
WITH HIS MOTHER
BETTIE LU
ST. PAUL’S
PLAZA
GROUNDBREAKING
1/7/14
JOHN A. MCCOLL
FAMILY
HEALTH CENTER
RIBBON CUTTING
CEREMONY
JUNE 2014
St. Paul's Senior Services
Bruce Leidenberger, Chair
Louise Phipps, Vice Chair
Patrick Edd, Treasurer
Cheryl Wilson, Secretary/CEO
Jane Flaherty, Assistant Secretary
Rebecca Bernard
Jackie Carpenter
Janet Cooper
Janie Davis
Larry Hoeksema
William Littlejohn
William McColl
Chris McComic
John Rush
Stan Sokolove
Ex-Officio:
The Very Rev. Penelope M. Bridges
President Elizabeth Carey
Pat Kreder
Medical Directors:
Joanne Stewart, MD
Sandra McColl, MD
St. Paul’s Foundation
Richard Thorn, Chair
Melissa Blackburn-Joniaux, Vice Chair
Jack Lentz, Treasurer
Cheryl Wilson, Secretary/CEO
Brad Benter, Assistant Secretary
Helen Astleford
Dr. Eloise Foster
Charlie King
Bob Morris
Ardo Peltekian
The Rev. Canon Wayne Sanders
Jason Satterly
Steve Treadgold
Ex-Officio:
Joyce Frye
THE 2014
BOARD
TEA
St. Paul’s PACE
Randy Truax, Chair
Jack Anthony, Vice Chair
Cheryl Wilson, Secretary/CEO
Laury Graves, Treasurer
Daryl Ferguson, Assistant Secretary
Babs France
Marcia Gill
Susan Hayes
Laury Graves
Dan Larsen
Mike Matalon
John McColl
Mark McMahon
Hal Sadler
Alan Talbot
Russ Vuich
Pat Ford, Board Emeritus
Medical Directors:
Chris Mlot, MD
Victor Lee, MD
VISION
St. Paul’s Senior Services will be
the most outstanding and
innovative provider in California,
dedicated to serving the physical,
spiritual, and social needs of the
elderly, fostering a culture of
diversity and inclusion consistent
with personal and affordable
choices.
MISSION
St. Paul's is spiritually guided
in its multi-disciplinary approach
within our changing environment.
We provide care which addresses
the varied social, physical, spiritual,
ethnic, economic and cultural
needs of those we serve.
We at St. Paul’s are extremely proud to celebrate 55 years of supporting
the San Diego senior community. Not only have senior needs changed
over the years, so have their tastes, style and advertising awareness.
Having a passion for music, I enjoy talking to our current residents about
the music that influenced them like Elvis, the British Invasion and the
birth of Rock and Roll.
We took this information into consideration when rebranding St. Paul’s
Senior Services. For example, we brightened our color pallet, changed our
name to better reflect our all encompassing programs & services and our
new logo is sophisticated, stylish yet memorable. All of these elements
combined will communicate that St. Paul’s Senior Services is a trusted
resource for senior care.
Throughout 2015 you will see our new image reflected in advertising,
communications and by our staff as we readily embrace service to a new
generation of seniors.
Amanda Gois
Corporate Marketing Director
THE
MARKETING
TEAM
THE
ADMISSIONS
&
ENROLLMENT
TEAMS
MERCEDES
MARGRITZ
& MARTHA
AYALA
TAMMY
LITTLE &
AMANDA
GOIS
Tim Frazier
Chief Operating Officer
In 2014 St. Paul’s Senior Services went through a significant organizational restructuring to
address the growth we’ve experienced and have planned in the coming year. Part of the
reorganization was restructuring our executive oversight of Operations and Administration by
creating a new Chief Administrative Officer and redistributing some departments to the Chief
Operating Officer. The Chief Operating Officer (COO) oversees Residential Services (St. Paul’s
Manor, Villa, McColl Health Center and the Plaza); Community-based Services (St. Paul’s PACE,
Intergenerational Day Centers and the Navigator program); Marketing and Admissions; Support
Services (Facilities and Dining) and Spiritual Care (Chaplains).
St. Paul’s is proud to welcome Tim Frazier to this position. Tim has been with St. Paul’s for
several months, having moved from Seattle, Washington, where he served as COO for Horizon
House, a Continuing-Care Retirement Community. Tim has served as an executive in operations,
finance and administration in the senior services, health care, managed care and technology
industries. In addition to his executive roles, Tim brings with him a rich trove of consulting
experience, all of which equips him to help St. Paul’s position itself for sustained growth while
building on our reputation for excellent care and service. Tim is delighted to have a dedicated and
capable cadre of managers and staff who enthusiastically do the “real” work on-the-ground with
our Residents, Participants, and their families. He’s also excited to be working with a fantastic
team of peers and our CEO, Cheryl Wilson, to help develop strategies and guide St. Paul’s to
achieving its long-term goals. Tim is excited to be with St. Paul’s and looks forward to playing a
key role in its continued success.
Community Benefit: St. Paul’s has a sustaining commitment to service above and beyond necessary day-to-day business activities. This
means giving back to the community, responding to emergent community needs where possible, and supporting these efforts with significant
contributions of staff time and financial resources. These Community Benefit activities are planned, monitored and documented. Some
highlights of St. Paul’s Community Benefit activities for Fiscal Year 2014 were:
•
•
•
•
•
•
•
•
Provided $137,482 of charity scholarships and rental discounts
so that senior Residents facing financial challenges did not have
to move out;
Continued to provide programs and services with costs in excess
of revenue for low-income Residents/Participants or because the
community needs the services;
Subsidies included the following in 2014:
i. Senior Day Program was subsidized $244,810;
ii. St. Paul’s Manor, a HUD independent living community, was
subsidized $240,010;
iii. Costs in excess of Medi-Cal reimbursement at the
McColl Health Center were subsidized $334,104;
The McColl Health Center provided 10,027 clinical rotation
hours for 170 students, Registered Nurses and Certified Nursing
Aides at a cost of $53,945;
Provided advocacy, financial support and basic needs to the
Participants of two PACE sites for the most medically fragile,
low-income seniors as well as the ongoing development of a
new PACE Calexico site totaling $61,217;
Over 2,500 staff advocacy hours at the cost of $135,256.
St. Paul’s supports the education of city, county, state and federal
elected officials on a wide range of senior issues;
500 staff hours at a cost of over $40,000 were spent in community
support and coalition building through participation in groups
such as the Lions Club Board, Meals-on-Wheels, Rotary Club,
Alzheimer’s Association and the Howell Foundation Board;
Sponsored and hosted the 4th Annual Senior Resource Fair at a
cost of $1,650;
•
•
•
•
•
Provided free (or very discounted) use of space at a subsidized cost
of $78,750 for organizations such as Ohr Shalom Synagogue, voter
polling stations, the Health Insurance Counseling & Advocacy
Program (HICAP), Gay San Diego Business Association, the Museum
School, and Toastmasters. Over 1,500 hours of use of space was
given to these various organizations in the community.
Over 1,670 hours of resident activities are made available to the public
such as Dementia Support Groups for Spouses and Adult Children,
classes from San Diego City College, various denominational and
non-denominational services, swing band dances, concerts and plays;
Volunteers joined with staff to provide activities, support and services
to Residents and Participants. St. Paul’s Board and Committee
members volunteered 1,170 hours. Over 2,760 additional volunteer
hours were spent directly with Residents and Participants. Volunteers
enrich Resident lives, and become advocates for senior issues in
the community.
Executive Team staff served on committees for several County
initiatives and State Associations including the State Rate Setting
Committee.
Cheryl Wilson, CEO; Carol Hubbard, Executive Director; and
Amanda Gois, Corporate Marketing Director, hosted the National
PACE Association Convention in San Diego in October, 2014. With the
support of the entire Marketing Department and PACE staff an
estimated 600 hours were contributed.
Total Community Benefit value equals $1,400,224.00
St. Paul’s Manor
Independent Senior Living
Brian McBee,
MHC/Manor Administrator
Over 150 Residents called the Manor home in 2014. It was a
record year for admissions, and occupancy increased from
the previous year. St. Paul’s took several steps to continue
to raise the census, including increased marketing and
advertising, creating multiple model rooms, and updating
some of the outdoor patios. New ideas are being considered
and steps are being taken to ensure the Manor is prepared to
serve the next generation of seniors needs in San Diego.
A variety of activities continue including tai chi, Wii bowling, swimming at the YMCA,
shopping and lunch outings, Fit for Life exercise class, laughter yoga, movies, social
hour, and more. Residents also plan their own group activities such as the Manor Sing
Along, prayer groups, Resident Food Forum, the monthly publication, Manor Matters,
Thrift Shop and many more.
Resident participation and volunteerism enhance the vitality of community life. The
Resident Advisory Council acts as a liaison between Residents and the Administrator. The
Resident Association forms groups to run the “What Not Shop,” host social activities, and
the Host Committee to welcome new Residents. Residents have also volunteered hours
and financial resources toward other causes and organizations, both religious and secular in
the greater community. Volunteerism is a big part of the community experience at this
vibrant community, St. Paul’s Manor.
“I AM SO HAPPY I MOVED
IN. I WAS HESITANT AT FIRST,
BUT I’VE MADE FRIENDS AND
THE STAFF AT ST. PAUL’S ARE
KIND AND HELPFUL. MY
APARTMENT IS BEAUTIFUL
AND I CAN TRULY SAY I MADE
THE RIGHT CHOICE.” - Pearl P.
St. Paul’s McColl Family
Health Center
The McColl Health Center (MHC) took major steps forward in its “culture change process”
with the completion of renovations to the Dining Room, Lobby and Nurses’ Station. A new
bistro in the dining room allows Residents a more interactive dining experience and gives
staff the ability to better serve them. A more spacious and open lobby and nurses’ station
creates a welcoming environment for Residents and visitors, eliminating the clinical feel
that was once prevalent. The community was fully functional during the construction and
through everything still maintained its 5 out of 5 star quality rating from the Centers for
Medicare & Medicaid Services, which is a testament to the many dedicated and caring
staff members.
Another major enhancement to MHC was the implementation of the Health Medx Vision
electronic medical record system. Paper charts became a thing of the past as staff and outside
health professionals were trained to enter Resident information electronically. The new system
allows for a more efficient documentation process and for MHC to better communicate with
hospitals and other healthcare providers.
More than 150 Residents were served in the 59-bed skilled nursing community and census
continued to be extremely high in the fiscal year 2014. Many Residents came for short-term
rehabilitation to maximize their physical and mental capabilities and return to their homes.
While residing at the MHC, Residents participated in a variety of activities, including live music,
religious services and outings off-site to places such as Bates Nut Farm, the Spreckles Theatre
and Balboa Park.
5 - Star Quality
“I FEEL VERY FORTUNATE
TO BE LIVING HERE AT
ST. PAUL’S. EVERYONE IS
SO GOOD TO US.”
- Virginia T.
St. Paul’s Villa
Assisted Living & Memory Care
The Villa’s primary goal is to enable Residents to
achieve their highest level of independence and choice.
With more than 130 Residents, 80 staff members and
over 250 involved families and friends, the Villa is truly
its own joyous community. The Villa provides an
engaging environment and the assistance each Resident
needs to enjoy every day to its fullest.
Megan Thomas,
Villa Administrator
The Villa currently has 134 private apartments. The Memory Care floor is home
to more than 60 Residents. On the top floor, another 63 Residents call the Assisted
Living program home.
This past year, construction was completed on a new dining/activities room in
Memory Care and renovations are set to begin in January to upgrade the main
dining/activities room. Both projects allow Residents a more pleasant dining
experience and open up space for families and friends to share a meal with loved
ones. A renovation of the Villa lobby is also on track to begin in the spring.
2014 also brought added technology to the Villa with the completed implementation
of new nurse call, wander management and fall pendant systems. In June, the Villa
went live with the Health Medx Vision electronic medical record system. The new
system allows for a more efficient documentation process and for better communication
between staff and departments at the Villa. All in all, it has been a busy but exciting
year as we continually improve to serve our Residents better.
“MY HUSBAND RECEIVES
GREAT CARE FROM THE
NURSES AND STAFF HERE
AS THEY ARE VERY LOVING
AND ACCOMMODATING.”
- Carolyn M.
St. Paul’s Plaza
WHAT DID THE SENIORS OF TODAY TELL US THEY WANTED IN RETIREMENT LIVING?
“A real home where my family can visit and spend time.”
“A place where we can continue to celebrate family traditions.”
“I want to be able to relax and watch my grandkids play without having to drive elsewhere.”
“My friends are important to me, I’d like to invite them over to watch the game and enjoy a drink.”
“If I leave my house where will we host our baking parties? I want space for events like that.”
At St. Paul’s we pride ourselves in creating environments older adults tell us they want
to live in, and the Plaza is an example of that. Close to shops, restaurants and medical
offices, the Plaza will be a destination for family entertaining with spacious outdoor areas
including barbecue facilities and children’s playground. The Plaza includes a Pub for
watching the game, a beauty parlor, and large guest rooms for events. Family kitchens
and dining areas allow for gatherings centered around meals and celebrations. The
restaurant, therapy pool, gymnasium and large 150-person banquet room can also be
used by the surrounding community.
The Plaza will open in the summer of 2015. Stay tuned for our grand opening event!
THE PLAZA WAS BASED ON
WHAT SENIORS AND THE
RESIDENTS OF CHULA VISTA
TOLD US THEY WANTED IN A
RETIREMENT COMMUNITY.
OPENING
JUNE
2015
A Premier Retirement Destination
Designed With Care
Designed For Living
Designed For You
Tailored For Today’s Seniors
Sherry Bourbon
Human Resources Manager
Employees are our most valued resource, and collectively they reflect the values of
innovation, compassion and caring that have been integral to St. Paul’s culture for
over 50 years. We are blessed to have a dedicated, well-trained, well-educated staff
that desires to serve and truly care for the well-being of each Resident and
Participant. The 2014 reorganization allowed St. Paul’s to promote several key staff
members to executive positions and bring some fresh, new talent on board as well.
As you turn the pages, you will see some new faces and learn about their vision for
2015 and beyond for St. Paul’s.
It is a very special team of people that serves together to accomplish the mission of
St. Paul’s Senior Services.
The recent growth and expansion of programs and services provided by St. Paul’s has
created many exciting opportunities for our staff. The following data highlights some
of our accomplishments in 2014:
•
•
131 new employees hired
355 staff members are employed by St. Paul’s
Our staff retention continues to reflect the outstanding commitment and dedication of
those who work here and compares favorably to state and national statistics. We reflect
a rich diversity of cultures, education and experience. We are each uniquely gifted and
we unite in a common shared passion, to bring positive, life-enriching experiences to
each member of the St. Paul’s community.
We all truly value the meaningful work we do to serve seniors.
ST. PAUL’S MANOR
ADMINISTRATOR
BRIAN McBEE
WITH
ANETTA TRUETT
TEAM
OVER THE PAST 55 YEARS WE HAVE PROVIDED
HOMES AND CARE TO GENERATIONS OF SAN
DIEGO’S SENIORS. WITH THE CHANGING NEEDS
OF TODAY’S OLDER ADULTS, OUR SERVICES HAVE
EXPANDED TO BRING INNOVATIVE CHOICES IN
ACTIVE RETIREMENT LIVING, PERSONAL CARE,
MEMORY SUPPORT AND MEDICAL OVERSIGHT
TO THOSE SEEKING RESOURCES.
WE LOOK FORWARD TO THE NEXT 55 YEARS AS
SAN DIEGO’S SENIOR CARE LEADER BY
CONTINUING OUR MISSION OF FULFILLING
SENIORS NEEDS.
St. Paul’s Senior Services
Carol Hubbard
Executive Director of Home and Community Services
As St. Paul’s Senior Services prepares for further growth through
leadership reorganization my position has expanded. As the
new Executive Director of Home and Community Services
I will have oversight of PACE, the Intergenerational Day Program,
and future care coordination partnerships with health plans and
other organizations in the community.
Since 2008, St. Paul’s PACE health plan services have
helped frail seniors throughout San Diego who, despite
struggling with chronic medical conditions and social
challenges, are determined to live in their homes
surrounded by friends, family and community. At the end
of 2014, St. Paul’s PACE Downtown Reasner Center and
Chula Vista Center were each serving over 200 participants,
employing over 130 passionate staff members, and working
closely with hundreds of contracted providers in our health
plan network. We are proud of our expertise with
coordinating care to manage the complex and challenging
health and social concerns of our participants. Our outcome
data shows that we have been able to reduce unnecessary
hospitalizations, manage health care costs, and minimize
the need for nursing home services. In the Integration
Satisfaction Measurement for PACE (I-SAT) Survey, our
seniors rated St. Paul’s at a 95% satisfaction level with our
services and they have recognized improvements in their
mental status as identified in the Medicare Health Outcomes
(HOS-M) Survey.
Nationwide, PACE has been a proven model of integrated and
coordinated health and social care for over 42 years. The
coordinated care services that PACE provides are in demand as
the population of seniors continues to increase. We have focused
this past year on identifying how we can expand our services to
other seniors to take advantage of the many specialized services
that PACE and St. Paul’s Senior Services has to offer in the world
of health care reform. We have approached growth from several
different angles.
San Diego County is one of seven counties in California participating
in the Affordable Care Act demonstration projects for the dualeligible population who have Medicare & Medi-Cal insurance.
Working with legislators, state industry associations, and government
offices, we have placed PACE as a viable choice for seniors with
multiple chronic conditions.
St. Paul’s leadership team has been asked to many local, state and
national organizations to educate on the benefits of coordinated
care and PACE. We are well positioned to contribute to the success of
health care reform initiatives in San Diego and beyond. In the coming
year, we plan on partnering with CMC Health Insurance Services to
manage their complex cases and offer some of the services currently
offered only to PACE participants.
This past year, through a partnership with the housing Commission,
11 of our PACE participants have enjoyed access to low-income
housing opportunities (our friends at Jerome’s Furniture provided
furnishing for all 11 units). In addition we will provide housing to
63 homeless seniors in partnership with Bridge Housing. Several
local churches including St. Paul’s Cathedral and companies such
as Jerome’s Furniture have been instrumental in providing
furnishings and furniture for this group of seniors, and we are truly
grateful for the community support.
St. Paul’s PACE
Program of All-inclusive Care for the Elderly
St. Paul’s PACE is committed to encouraging new health care practitioners
to specialize in geriatric services. We have welcomed home care,
occupational therapy, and physical therapy interns to do their training at our
PACE facilities. Recently, we have collaborated with the University of CaliforniaSan Diego to offer a physician geriatric fellowship opportunity at PACE. Next,
we hope to finalize a new partnership with San Diego State University for nurse
practitioner, registered nursing and social work internships. We also partner with
High Tech High to support its internship programs. Junior students participate
in a six week program in either our day center, clinic or marketing departments.
As we grow St. Paul’s PACE to meet the needs of the San Diego community,
we have made plans to maximize our capacity to serve even more seniors. We
are developing viable partnerships with our St. Paul’s Senior Day Program and
other local health and day care facilities for seniors. These are exciting times of
change and opportunity and our Team is fully engaged in order to serve our seniors.
“THE CARE THAT
ST. PAUL’S PACE GIVES
US IS EXCELLENT, THEY
GIVE US A LOT OF LOVE.
MY DOCTOR IS FIRST RATE.”
“ESTOY MUY FELIZ DE
ESTAR CON ST. PAUL’S
PACE, TODOS SON MUY
BUENOS CON NOSOTROS.
ESTOY MUY AGRADECIDA.”
PACE PARTICIPANT
ALICIA WITH A
VOLUNTEER FROM
THE CARRILLO
FAMILY
ST. PAUL’S
INTERGENERATIONAL
PROGRAM
The Childcare and Senior Day programs
continue to weave their daily activities
together resulting in close engagement and
relationships. The child care program is
licensed to serve 85 children and in 2014 we
averaged a census of 80 occupancy. Over
15% of the census is comprised of siblings,
many of whom start as infants and graduate
to kindergarten leaving little brothers and sisters
in the program. Childcare increased the range
of its Intergenerational program with regular
visits to the Manor, Villa, and McColl Health
Center. Children interact with Senior Day
Participants a minimum of three times each
day (flag salute, morning activities, and
afternoon activities/cooking).
The Senior Day program served approximately
50 Participants. The program provides a safe,
social, and engaging environment for seniors
with beginning to moderate stages of memory
loss. Several Participants transitioned into
St. Paul’s residential communities as their health
or memory care needs progressed. The program
also welcomed approximately 20 St. Paul’s PACE
seniors as an Alternative Care Site for their
anticipated growth through the Cal MediConnect
Program. The Senior Day Program is licensed to
serve 60 seniors at any given time.
The Intergenerational Program continues
to be a model for other intergenerational
ideas in the community and several domestic
and international agencies toured to learn
about its innovative model. Furthermore,
St. Paul’s presented the benefits of the
program to training sessions at the Health
and Human Services Agency, County of San
Diego, Aging and Independence Services.
This special program enhances the lives of
both children and seniors, and especially
brings compassion and understanding of
the elderly to each child.
CHILDCARE
CHRISTMAS
PROGRAM
PACITA,
JUANA &
LAURIE
SWERVING
AT
SENIOR DAY
SENIOR DAY
PARTICIPANTS
ROSE & MARJORIE
WITH
BILL McCOLL
Todd Kaprielian
Executive Director - Foundation
When we opened St. Paul's Manor in 1962 we served just 62 seniors.
Today, that number has grown to over 850 persons every day. What
enabled such growth? Vision, determination, a healthy dose of grit,
and philanthropy.
It was a bequest from a parishioner at St. Paul's Church in the late
1950s that gave the land where St. Paul's Manor now stands. Other
gifts over the years led to St. Paul's Villa, the John A. McColl Family
Health Center, and both of our PACE Centers. In each case, visionaries who recognized the changing and growing need in San Diego
for quality senior programs made their voices heard through the
generous act of charity.
2015 marks the 55th anniversary of our founding. As we look to the future, philanthropy continues to
play a critical role in fulfilling the mission of St. Paul's Senior Services and providing the finest in care
for seniors at rates that are as affordable as possible. And much like our benefactors before us, we face
a similar challenge for a new era: Make the charitable investment today, so others will benefit far into
the future.
Our new St. Paul's Plaza is an example. This innovative senior community will offer homes to seniors
seeking an inspiring, secure community designed specifically to meet their needs. Through financing,
St. Paul's can construct St. Paul's Plaza. But it will be through our $2,000,000 campaign over the next
two years that will allow us to afford those items that will create memorable family experiences for
residents and their families.
In this campaign and in the future, St. Paul's Foundation is pleased to have two new staff members to help
us usher in a new era of fundraising. Liam Dunfey, who’s been with St. Paul’s for over five years, has joined
us as our Planned Giving and Major Gifts Manager, a newly-created position to concentrate on building
our legacy giving. Estate gifts ensure St. Paul's future in continuing to serve the next generation of seniors.
Kathryn Courter serves as our Events Specialist. Kathryn brings extensive special events expertise to
St. Paul's making our fundraising events even more successful.
I am pleased to report that we have received nearly $450,000 in gifts and pledges. On behalf of those we
serve, we give our heartfelt gratitude to those donors for their investment in the future. If you haven’t already
contributed to our campaign for St. Paul’s Plaza, I hope you will consider joining me in making a stretch gift
to this important program. And like those who preceded us, you will in turn become a benefactor in the care
of our elderly for the next 55 years.
There are a few items in store for St. Paul's in the near future. St. Paul's received a Community Development
Block Grant award to fund a replacement roof of the McColl Health Center and all of the HVAC units. Both date
back to the original construction in 1982. We also received a grant for a new bus. Due to be purchased in the
Spring 2015, this mid-size vehicle will accommodate 10-15 passengers with capacity for wheelchair passengers.
As projects like these get underway or purchased, you will hear more about them in our newsletter.
LEGACY
GIVING
CORNER
In late 2014, the Foundation added a leadership position to strengthen its major gifts and
planned giving efforts. Liam Dunfey recently rejoined the Foundation and brings with him
a wealth of knowledge in these key fund development areas.
An estate plan represents beliefs, compassion, and legacy. There are several ways to leave a
lasting legacy to St. Paul’s Senior Services. Prospective donors can explore the personal and
financial benefits of leaving a legacy gift, while taking into consideration personal and family
circumstances:
1.
2.
3.
Bequest – designate St. Paul’s as a beneficiary in your will or trust.
Charitable Gift Annuity – a gift that gives YOU an income while helping St. Paul’s!
Life Insurance Policy – list St. Paul’s as a beneficiary on your life insurance policy.
St. Paul’s recognizes legacy donors through the St. Paul’s Heritage Society, a leading group of
community supporters, caring individuals and families who want to ensure there is a future for
every senior that values dignity, independence and choice at all stages of life. These legacy
donors designated a planned gift to St. Paul's, through a will, a living trust, retirement benefits,
life insurance, or a charitable gift annuity. In 2015 and beyond, St. Paul’s hopes to build on
generous legacy giving while preparing to serve the next generation of seniors.
WE OWE
OUR
LONGEVITY
TO THE MANY
ST. PAUL’S
VOLUNTEERS
& DONORS
ACTIVE VOLUNTEERS - 2014
Mark Allan
Allison Andrews Canter &
Elliot Canter
Annex Brands
Jack Anthony
Helen Astleford
Mark Bailey
Mary Ann Barraza
John Batchelder
Ellie Bauschelt
JoAnne Beatty
Jillian Belding
Brad Benter
Rebecca Bernard
Sally Bixler
Paul Black
Melissa Blackburn-Joniaux
Ford Blakely
Dave Blum
Kim Bolivar
Bill Bolstad
Karen Bone
Betty Brayshay
Penelope Bridges
Kathryn Bunch
Kevin Burns
William Burtis
Ann Callahan
Elizabeth Carey
Jack & Jackie Carpenter
Christina Carrillo
Steve Carrillo
Diane Cervantes
Jaimie & Matt Christensen
Paul Christman
Deborah Cole
John Cole
Mike Collins
Janet Cooper
Elizabeth Courter
Suzanne Courter
Joe Craver
Janie Davis
Melissa DelaCalzada
Anne De Meules
Marianne Dilworth
Steve Dobbs
Kim Doudna
Gary Dyak
Patrick Edd
Yolanda Emery
Kimberly Estelle
Natalie Fay
Daryl Ferguson
Jane Flaherty
Pat Ford
Dawn Forsman
Eloise Foster
Barbara France
Annie Francis
Trace Ann Francis
Joyce Frye
Melissa Gallegos
Christina Garvie
Trevor Gibson
Marcia Gill
Amanda Gois & Family
Sue Gordon
Stephen Treadgold
Laury Graves
Philip Greiner
Jean Griffith
Angela Guzman
Joy Hagin
Th
a
Stan Hartman
Susan Hayes
Larry Hoeksema
Michael & Jill Holmes
Vicki Hoppenrath
Jonathan Hunter
Pat Hurley
Gloria James
Ardyce Jarvis
Kim Johnson
Vicki Kelley
Colleen Kelly
Charles & Maureen King
Wende King
Merry Kingsley
Russell Kirbey
Shirley Knox
Pat Kreder
Ramona Lang
Jennifer Lary
Dan Larsen
Celia Lawrence
Bruce Leidenberger
Jack Lentz
Donna Levine
Bill Littlejohn
John Littrell
Nicole Lucido
Marilyn MacNair
Tracy Manecke
Mike Matalon
Rebecca McClain
Bill McColl
John McColl
Chris McComic
Walter McKnight
Mark McMahon
nk
Tim Mehrer
Letecia Meireles
Maria Millan
Breanna Montalbo
Nehd Montalbo
Judy Moore
Morgan Stanley
Bob Morris
Priyanka & Gita Multani
Liz Nemeth
Jean Nettleton
Paul Nestor
Sharri Northcutt
Kelly Pang
Bill Pangelian
Ardo Peltekian
Kristin Phillis
Louise Phipps
Behrouz Rafie
J.R. Raines
Random Acts of Kindness
Linda Redenbaugh
Lyn Riggs
Diane Ritchie-Andrews
Janifer Rizzuto
Michael Ross
Pat Ross
Sheva Roth
John Rush
Hal Sadler
Wayne Sanders
Connie Sanders-Timian
Jason Satterly
Dion Sayles
Kelly Scheufler
Chad Schneider
Cynthia Schneider
Ethan Schneider
Jackson Schneider
SIMNSA Health Plan
Sonia Simons
Stan Sokolove
Jeff Sommers
Bob Spencer
Sara Steinhoffer
Gayle Stephenson
Nicole Suggett
Jake Sutton
Carolyn Sykes
Alan Talbott
Amber TeBockhorst
Joseph Thalken
Marcia Thaxton
Dick Thorn
Thrivent Financial
Jonathan Tibbitts
Stephen Treadgold
Randy Truax
Tony & Clare Truong
Union Bank
Ray Uzeta
Natalie Viani
Ruben Villegas
Russ & Diana Vuich
Joni Walker
Barbara Whiffen
Robin Williams
Greg Wilson
John Witt
Lenora Witt
Todd Witt
James Wright
Maria Ye
Jake Young
Yo
u
ST. PAUL’S IN KIND DONORS - 2014
57 Degrees
Annex Brands, Inc.
Aztecs Shops LTD
Bankers Hill
Business Group
Barley Mash
Barrio Star
Bertrand at Mister A's
Bingham Construction
Busalachi's
C3 Communications, Inc.
CareKinesis, Inc.
Casa Barranca Winery
Christ Episcopal Church
Cohn Restaurant Group
Competitor Group
Cosi Bella Vineyards
Crest Balboa Liquor
CSL Advertising
Cygnet Theatre Company
DA Whitacre Construction, Inc.
Envision Personalized Health
Fashion Week San Diego
Florabella
Harrah's Rincon
Casino & Resort
HCI Systems, Inc.
Hillcrest House Bed & Breakfast
Hilton La Jolla Torrey Pines
Hotel Palomar
K-B Books
Ladeki Restaurant Group
Lamb's Players Theatre
Luna's
Mayer Reprographics
Orfila Vineyards & Winery
Panda's Domestic
Pella Doors
Pinkside
Pinnacle Printing & Graphics
Pizzicato
R.W. Smith & Company
Rancho Bernardo Inn
Riverwalk
San Diego Chargers
Searsucker
Southwest Entrances, Inc.
Suzuki Heritage Center
Temecula Olive Oil Company
The French Gourmet
The Market Place on
Fifth Avenue
The McIntyre Company
Urban Calm Organic Spa
USA Telecommunications
Vons - Mission Hills
W San Diego
Wilson Creek Winery
Rafaela Aguilar
Allison Andrews Canter &
Elliot Canter
Vicki Arnold
Helen Astleford
Barbara Baker
John Batis
Brad and Gigi Benter
John and Jerry Berecochea
Doris Berg
Dave and Irmentraut Blum
Gery and
Mary Gwen Brummitt
Michelle Burrola-Leon
Th
a
Joe Cady
Jenna Carlson
Ransome Carnes
Leticia Casillas
Jaimie & Matt Christensen
Joseph & Marie Coppola
Kathryn Courter
Elizabeth Courter
Sally Cuff
Dr. Jim Cummins
Janie Davis and
Roland Schroeder
Doug and K. Faith DeHart
Richard and Yolanda Emery
Concepcion Flores
Steve Florman
Cole and Trace Ann Francis
Joyce Frye and
Bill Powell
Julie Fuentes
Sonia Gebauer
Ed and Rita Gee
Stephen Goddard
Philip and Lydia Greiner
Colette Hanek
Laura Hein
Linda Hill-Phoenix
Kandee Hunt
Kimberly Johnson
The Rev. Michael and
Dr. Nancy Kaehr
Leta and Rick Keyes
Myrna and Gary Kinter
Karen Kressler
Stan Lawrence
Luis and Maria Lopez
nk
Rozanne Mack
Al Mackersie
Marilyn MacNair
Mike Matalon
Colette Mayhar
Chris and
Susanne McComic
Gail McDougall
Alyssa McNees
Annah McVicker
Johnny Moreno
Geri Musser
Paul Nestor
Benito Niebla
Velma Jo Olson
Antonio Ortega
Kathryn Peterson
Darlene Philipps
Allen and Kay Phillips
Elvia Ramirez
Gloria Rappaport
Bob and
Jennifer Robinson
Rosalee Rogers
Patti Roscoe and
Jim Tiffany
Bill and Patricia Ross
Simonne & Saead Ruff
The Rev. Canon Wayne
and Kathy Sanders
Noriko Sato and
Robert Wong
Jason & Kelli Satterly
Pirkko Schnaars
Scofield Family Trust
Annie Scott
Lisa Simon
Scott Slocum V
Rafael and
Beatrice Slovatizki
Jean Spafford
Susan Sragovicz
Patricia Stadel
Julie Strate
Jennifer and
Brandon Swope
Sharon Turner
Marie Tuthill and
Dennis Bradstreet
Helen Vargas
Christine Vasquez
Russ & Diana Vuich
Laura Walcher
Jacqueline Walker
Patrick Walsh
Kenneth Weber
Eileen Weber
Hans & Stephanie
Wiesenfarth
Rick & Cheryl Wilson
Kay Woodard
Leslie and
Anna Wynston
Maria Ye
Jean Hart
Jane Flaherty
Shirley Knox
Steven Shute
St. Dunstan’s
Episcopal Church
St. Paul’s Cathedral
Bonnie Shwartz
Yo
u
Your help is inspiring, we appreciate all that you do!
ST. PAUL’S DONORS - 2014
Akaloa Resource Foundation
Alliance Healthcare Foundation
Alliant Insurance Services, Inc.
Alpha Mechanical, Inc.
Anderson Howard Electric, Inc.
Ankrom Moisan Architects
Annex Brands, Inc.
Archstone Foundation
Beck Ellman Heald
Bingham Construction
Brady SoCal, Inc.
C3 Communications, Inc.
Cal Com Insulation, Inc.
CareKinesis, Inc.
Christ Episcopal Church
Christ Episcopal Church
Thrift Shop
Christian Wheeler Engineering
Cohn Restaurant Group
Commercial Furnishings, Inc.
Delaney Educational
Enterprises, Inc.
Florence M. Cahill Annuity Trust
Genesis Rehabilitation Services
Give Something Back
J A C Enterprises, Inc.
Ledford Enterprises, Inc.
LightBridge Hospice &
Palliative Care
MADCAPS
Meals-On-Wheels
Greater San Diego
Medline Industries, Inc.
Mobile Nurse San Diego, PC
Morgan Stanley
Olson Construction Company
Qualcomm Matching
Gift Program
San Diego Regional
Chamber of Commerce
San Diego State University
Secure Transportation
Company, Inc.
SENTRE Partners, Inc.
Sharp Health Plan
Shell Trading
SIMNSA Health Plan
Sodexo Senior Living
St. Dunstan's
Episcopal Church
St. Paul's Manor
Residents Association
St. Peter's Episcopal Church
The City of San Diego
The Elizabeth
Hospice Foundation
The Episcopal Diocese
of San Diego
The Scan Foundation
The Society of St. Paul
The Zenith
Insurance Company
Thunder Jones
Contracting Group, Inc.
W.E. O'Neil
Construction Company
WB Powell, Inc.
West Coast Drywall
Woodford Memorial Trust
Eva Aiken
Larry Alge
Andrew Andeck
The Rev. Martha Anderson
Jack and Betsy Anthony
The Rev. Susan Astarita
Helen Astleford
Lisa Baldocchi
Katharine Barnes Fund
Richardo Beltran
Eva Bennett
Th
a
Brad and Gigi Benter
John & Jerry Berecochea
Rebecca Bernard
Mike and Sally Bixler
Kathy Blakeney
Craig Blasingame and
Sue Steven
Ronne and Linden Blue
Dave and Irmentraut Blum
Mitchell and Beth Bojarski
Sherry Bourbon
Brian and Mary Bowden
Clifford & Mary Ann Brady
Alexander Bray
The Very Rev.
Penelope Bridges
Audrey Burnier
Lillian Burt
Ben Calas
Ron Caldwell
Larry Canter
Elizabeth Carey
Jack and
Jacqueline Carpenter
Jeannie Celestino
John and Ellen Chapman
Jaimie and
Matt Christensen
Kacey Christie
Susan Christman
Barbara Cook
Janet Cooper
Captain Lloyd Cooper
Alan and Frances Cornell
Ramona Court
Kathryn Courter
Elizabeth Courter
Dr. Stephen Crawford
Ted and Judy Crippen
Connie Cullen
nk
Dr. Stewart &
Konnie Dadmun
Wesley & Alice Danskin
Ralph Dauphin
Janie Davis and
Roland Schroeder
Betty Dawson
Debbie Day
David and
Debby DeAngelis
Richard DeBolt
Doug and
K. Faith DeHart
Susan Delguidice
Thomas DiFiore
The Revs. Joseph and
Terry Dirbas
Steve and Pilar Dobbs
Pearl Donohue
Liam & Christine Dunfey
Robert & Gail Dunham
Berit & Thomas Durler
Bill Early
Loretta Ebinger
Patrick Edd
Michael Ehrenfeld
Richard and
Yolanda Emery
Daryl Ferguson
Bernard and
Candis Finlay
John Finn
Eugene Fischer
Jane and
Patrick Flaherty
Alice Fleming
Jeffrey Flynn
and Sandra Pettit
Pat Ford
Mary Foster
Barbara France
Paul & Clare Friedman
Sheana Fry
Joyce Frye and
Bill Powell
Stewart Gaddy
Lorraine Gadway
Peter Gallagher and
Eloise Foster
Dinah Garrison
Ed and Rita Gee
Hank George
Toni Georgiades
F. J. Gibson
David & Marcia Gill
Barbara Gilman
Stephen and
Linda Goble
Laury Graves
William and
Rosemary Hagan
Marty Hambright
Edward Hand
Lisa Hanthorn
Pam Harbin
Joseph and
Barbara Harper
Toni Harris
Edward and
Teresa Harrison
Susan Hayes
John and
Kathryn Heaney
Ryan Heine
Cynthia Henderson
Sean and Chris Hilly
Larry and
Karen Hoeksema
Mark and
Maudie Holland
Yo
u
Nancy Holland
Mike and Jill Holmes
Peter Holmes
Chris Holmes
Kathryn Homer
Earle & Sandra Honnen
Dale & Vicki Hoppenrath
James House
Don Howard
Chuck and Jo-an Howe
Carol Hubbard
Geoff Hueter and
Laura Henson
Mary Hunter
Suzi Jackson
Lillian Jarrett
Sue Johnston
Delna Jones
Dr. Clyde & Norma Jones
Richard & Melissa Joniaux
Diane Kaats
The Rev. Michael and
Dr. Nancy Kaehr
Ron Kampling
Todd Kaprielian and
Carol Morris
Maurice Kawashima
Lesslie Keller
James & Elizabeth Kelley III
Katie Kepper
Leta and Rick Keyes
Lucy Killea
Terrence and Lynn Kilman
Gladys King
Charles and Maureen King
Russell and Marion Kirbey
Leroy and Gail Kitsembel
Patricia Kreder
Shawn Ladd
Donald and Kathy Lamar
Paula Landale
Dan and Yvonne Larsen
Luisa Larson
Joan Lay
Paulette Leahy
Toshie Lebhar
Bruce Leidenberger
Jack and Marty Lentz
Gerard and Zhena Linsemeier
Daniel and Mary Little
Bill and Lisa Littlejohn
Wing Chee Lo
Clifford Lonokapu
Shawna Lovdahl
Terry and Annie Love
Jean Lowder
Bliss Mackey
Marilyn MacNair
Pamela Madacey
Debby Mallat
Chris and Tracy Manecke
Mercedes Margritz
Art and Anne Marin
Tanya Markoff
Lou Martinez
Mike Matalon
Peggy Matarese
Harry Matheny
James and Margaret McCarthy
William and Barbara McColl
Bill and Sandra McColl
John and Anastasia McColl
Chris and Susanne McComic
Kristie McCue
Bill and Carol McDade
Bill and Linn McLaurin
Mark and Sherri McMahon
Barbara Menard
Robert and Marianne Mencel
Rick and Jill Mendlen
Vince and Donna Mikschl
Maria Milan
Richard and Catherine Miller
Nancy Milligan
Vera Mizell
Craig Monsell
Judy Moore
Tom and Polly Morelli
Dr. Paul and Mrs. Laurel Morello
Linda Mullen-Winer
Evelyn Musser
Donovan and Anne Myers
Sam Nestor
Kenneth and Leticia Newton
Jack and Lynne Nichols
Martin and Cynthia Offenhauer
James Oliver
D. Osman
Henry and Donna Otten
Sally Parker
Nikhil Parulekar
Ardo and Natalie Peltekian
Jeannette Perez
Dottie Persky
Amadeo Pesce
Joseph and Jean Peterson, Jr.
Louise Phipps
Daniel and Bonnie Platt
William Powell
Mike Rable
Susan Randerson
Lenora Rathbone
Aletha Rautenkranz
Richard and Debbie Reaza
Linda Redenbaugh
Virginia Richardson
Charles and Amanda Rines
Tha
n
Diane Ritchey-Andrews
Edward Robinson
Patti Roscoe & Jim Tiffany
William Ross
Dr. Jean & Frank Rowland
Julia Running
John & Bonnie Rush
Hal and Mary Sadler
Rebecca Sagun
Drs. Charles & Emily Sampson
The Rev. Canon Wayne and
Kathy Sanders
Gerald Sanders and
Rana Sampson
Nancy Sasaki
Jason and Kelli Satterly
Jessica Scott-Treadwell
Debra Shultz
Nancy Shurtleff
Marilyn Slater
Howard and Joanna Smith
Jason and Stellar Snow
Stanley & Angela Sokolove
Sheila Soules
John and Diana Holman
Gaylord and Nylene Stickney
Mike Stone
Kim Stratman
Dr. Richard Sullivan
Penny Sullivan
Alan and Ellen Talbott
Marcia Thaxton
William and Van Thaxton
Yolanda and Floyd Thomas
Edward Thomson
Richard & Debbie Thorn
Bettie Lu Thorn
Jonathan Tibbitts
William & Karen Timberlake
Mary Toomey
Stephen and
Greta Treadgold
Randy Truax
Carol Tuggey
Marie Tuthill and
Dennis Bradstreet
Pamela Uyehara
Raymond Uzeta
Mark Valladolid
Martha Vasquez &
Ed Lopez
Russ and
Diana Vuich
Tara Walsh
Anne Walter
Jim and
Rachel Ware
Margaret Whitehead
Helen Wilfehrt
John Will
Terri Williams
Greg Wilson
Rick and
Cheryl Wilson
Troy and
Marissa Wilson
John and
Lenora Witt
Maurice and
Harriet Wittenberg
Virginia Mack Wofford
Leslie and
Anna Wynston
Steven Yevchak
Jake and
Julie Young
Wendy Zhuang and
Wilson Hom
kY
ou
Your help is inspiring, we appreciate all that you do!
Ed Thomson
Chief Financial Officer
For the fiscal year ended
August, 2014, revenues
totaled $46.5 million, a
21% increase over the
prior year. Most of the
growth continues to
come from our Home &
Community Based
Services (HCBS) division,
with a $7.0 million increase in revenues, primarily
attributable to the continued growth of our PACE
program. HCBS now represents 68% of our total
program revenues, up from 63% last year. One
drawback to the rapid growth in HCBS/PACE is
St. Paul’s increasing dependence on federal
(Medicare) and state (Medi-Cal) funding for
services. Government-sourced revenues, an
increasingly less predictable revenue stream,
made up 69% of our total program revenue for
the year.
The increase in revenues resulted in an increase
in net assets of $3.5 million, a substantial
improvement over last year’s $1.2 million increase.
St. Paul’s ended the year with $28.3 million in net
assets. It is important to note real estate is reflected
on an organization’s statement of financial position
at ‘historical cost less depreciation,’ not fair market
value. As part of a refinancing and development
financing package finalized in December 2013, we
were required to appraise all of our existing
properties. Those appraisals valued our real estate
holdings at $20 million more than reflected in our
reported financials.
St. Paul’s PACE and Villa programs continued to
outperform. PACE generated an increase in net
assets of $2.9 million for the year, and the Villa
added an additional $770,000 to the bottom
line. The McColl Health Center again struggled
to break even despite a very high census.
Factors negatively impacting McColl Health
Center included continued Medicare cuts due
in part to sequestration, low Medi-Cal rates, and
the continuance of an onerous State quality
assurance fee. The Manor struggled the first
half of the year as census fell to a low of 86%.
However, census began to improve in March
and ended the year at 93%. The Community
Care child and senior day care programs
remained small but vital components of the
organization, with the Senior Day Program’s
financial viability hinging on the generosity of
our largest donor.
As previously mentioned, in December
2013 we completed a refinancing and
development financing package. The $50
million deal provided approximately $8.5
million to refinance a portion of our existing
debt at favorable fixed 30-year interest rates.
The remaining $41.5 million financed the
purchase of a 4.5 acre site in Eastlake and
construction funding for a new 156-unit
active residential, assisted living/memory
care facility, St. Paul’s Plaza. We broke ground
on the new facility on January, 2014 and
expect to open for business in mid-2015.
The Plaza will go a long way to bring balance
back to our ‘government-heavy’ revenue
stream, adding $10 million of private revenue.
In conclusion, I recount the words of John
Wesley: “Do you not know that God entrusted
you with that money… to feed the hungry, to
clothe the naked, to help the stranger, the
widow, the fatherless; and, indeed, as far as
it will go, to relieve the wants of all mankind?”
The Boards and Committees, donors and staff
of St. Paul’s take Mr. Wesley’s charge seriously,
and continue working to find new and better
ways to relieve the wants of those we serve.
FINANCIAL
HIGHLIGHTS
NET ASSETS
$ 28,267,000
INCREASE IN
NET ASSETS
$ 3,510,000