2015 Annual Report

Christ Centered - People Focused
2015
Annual Report
Message from the Board President
Board Member Juelle Edwards attends a
LeadingAge event
BOARD OF TRUSTEES
Paul McConnell,
President
William Terry,
Vice President
Mike Martin,
Secretary
Ken Dixon,
Treasurer
Juelle Edwards
Ron Guderian
Chris Keuss
Linda Landerdahl
Curtis Martin
Margaret Shephard
Cathy Tastad
Gordon Trepus
What a great blessing it has been to
serve as your Board President this past
year! We have drawn our theme of
“rebuilding the walls” from the book
of Nehemiah. The greatest challenge in
wall-building is to set the first course
of stones perfectly level. Years ago, I
built a brick patio at my home – and
learned that it is far simpler to say
“keep it level” than to do! More than
once I was tempted to just start stacking stones and bricks, but
I knew the result would be a mess. Once I got the foundation
and first layer right, the rest of the structure went quickly.
As part of his year-end campaign, Mark Milan gave me a rock
with Nehemiah 2:20 painted on it: “The God of heaven will
give us success. We his servants will start rebuilding”. It sits
near my desk reminding me of God’s hand on ours as we
partner with Him in revitalizing our community.
I am so thankful for the many people the Lord has brought
around us for this task. Your Board has put in long hours and
hard labor at the foundational level. The first course of stone
has been planned, surveyed, excavated and set in place. Many
members of this community have pitched in with zeal, taking
on projects such as beautifying the grounds, renewing the
Thrift Shop, and contributing in many ways to our mission.
We have been blessed with outstanding leadership and are
so grateful for Barbara Culley and the team she’s assembled.
While there is much to be done, we celebrate God’s blessing
and goodness in all that has been accomplished.
I am deeply honored to be affiliated with Warm Beach, to
have Board members, staff members and community
members of such faith, vision and industry joining in “this
good work”. Nehemiah 2:17. Together, and with confidence
in Christ’s continued favor, we will see the best days ahead.
Greg Zook
Victor Moses,
Free Methodist Foundation Representative
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Paul McConnell,
President
Warm Beach Senior Community 2015 Annual Report
Message from the Executive Director
When I think back on 2015, the word
that captures the year is “renewal”. We
have realized success on many fronts.
One important area where we have
made great strides is our business
outcomes, posting positive financials
at year-end. We have developed a
strong finance team lead by an
industry expert, our CFO, Bill Brown.
We are also strengthened by the arrival
of our new Controller, Michelle Elijah.
Our Facilities team made many improvements to our grounds
and infrastructure. Our amazing resident volunteers (Facelift
Brigade) have made wonderful improvements in our
landscaping. The grounds are looking beautiful and are the
perfect place for our residents to enjoy the outdoors.
Innovations continued through the year with new resident
programs, such as the monthly community event. Having
attended a few of those, I can tell you they are a great
opportunity to create friendships and connection. From
singing camp songs around the “campfire” with s’mores, to
opening day of Mariners with hotdogs and peanuts, that’s a
snapshot of the community fellowship happening here.
Recently I had a conversation with a resident who shared how
moving into the community created a sense of home for her.
That resonated with me as that’s what our community is all
about.
Looking forward to 2016, the future is bright with hope and
promise, knowing we honor our foundations of faith to serve
those who call Warm Beach Senior Community their home. I
am honored to be part of that legacy.
LEADERSHIP TEAM
Barbara Culley,
Executive Director
Bill Brown,
Chief Financial Officer
Mark Milan,
Director of Advancement
Michelle Elijah,
Controller
Mary Ann McIntosh,
Human Resources Manager
Laura Hofmann,
Director of Clinical Relations
Sheila Bartlett,
Community Relations & Marketing
Barbara Griswold,
Housing & Services Director
Kristy Wilkins,
Director of Food Services
Don Branch,
Facilities Director
Leadership Meeting
Barbara Culley,
Executive Director
Warm Beach Senior Community 2015 Annual Report
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Social Accountability
The core mission of Warm Beach Senior Community is to
enrich and improve the lives of seniors, both on and off our
campus. As a not-for-profit organization, this outside-ourwalls focus is the essence of the concept of community
engagement, or social accountability. Social accountability
is an extension of our mission and provides proof in action
of the not-for-profit difference.
Everett Community College nursing students
receive on site-training
In 2015, WBSC contributed over $1,270,000 worth of time,
labor, charity care and direct services to the greater
community of Stanwood and Snohomish County.
MISSION STATEMENT
By identifying community needs, we provide activities and
programs to meet those needs. A sampling of examples:
Warm Beach Senior Community
provides quality housing and
supportive services in a serene,
natural setting.
 Educational Programs
We demonstrate Christ’s love by:
(1) preserving the dignity of
residents, staff and volunteers,
(2) addressing physical, spiritual,
social and emotional needs,
and
(3) fostering fullness of life and
independence.
Estate Planning Basics
AARP Driving Classes
Health & Wellness Series
 Uncompensated Care (Charity Care)
Medicaid Gap
Low Income Housing
Flu Shot Clinics
 Transportation
Doctors Appointments
Shopping Trips
Loaning Buses to Sister Ministries
 Social Opportunities
Flower Gardening Presentation
Rotary Parade Participation
Community Concerts
 Partnership with Everett Community College for
Nursing Student Clinical Rotation Training
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Warm Beach Senior Community 2015 Annual Report
Volunteerism
“We wanted a community that
At Warm Beach Senior Community, we firmly believe
everyone has a purpose, regardless of age or ability. Our
residents are active seniors who inspire each other and
their community every day.
was warm, caring, supportive
and yes, fun. That is Warm
Beach. Because it is non-profit,
Volunteering is a key in community life, with about 80
percent of the residents sharing their time and talents.
The opportunities are many and include serving fellow
residents in the dining room, answering phones, utilizing
skills by assisting maintenance, cashiering in the Thrift
Store and Manor Mart, gardening in the atrium or
outside landscape, and much more.
The residents themselves drive the activities, programs
and classes that contribute to a spiritual and fulfilling life
here at Warm Beach.
meaningful volunteering is
allowed. Not required, but
available. All kinds of
opportunities abound and as
a result we have felt useful.
This supports healthy and
happy longevity.”
Some examples of resident-led programs include:

Facelift Brigade

Sit Aerobics

Strong Senior Program

Bible Study

Men’s & Women’s Choirs

Ceramics
-Luise V.
Facelift Brigade

Gardening Demonstrations

Scrapbooking

Writers’ Group

Thrift Store
Warm Beach Senior Community 2015 Annual Report
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Year in Review
This has been an exciting year for Warm Beach, with
substantial progress being made across all departments.
We are continually seeking ways to improve our programs,
care and services to better suit the needs of our residents.
The most notable of these accomplishments include:
ACCOUNTING
“To us, this place is a blessing.
We thank the Lord every day

New Controller, Michelle Elijah

Thrift Store accounting and bank account consolidated
for internal controls

Consistently reconciling all balance sheet accounts
for His provision: we thank
Him for the renewal of
ADVANCEMENT

New Director of Advancement, Mark Milan

308 donors contributed over $400,000
care of the staff, and for

Year-end giving campaign, Nehemiah 2:20, raised $62,515
Chaplain Ike’s leadership and

$20,000 grant from Stillaguamish Tribe providing for the
acquisition of a handicap accessible van

$5,265 grant from the Everett Clinic providing for lift chairs
for Nursing
friendships, for the love and
counsel. There is also the
beauty of this place that we
enjoy—the beauty of the
CEDAR COURT (ASSISTED LIVING)
trees and the clean air. We

Cedar Court RN celebrated milestone 20 years employment
see God at work here. Warm

$30,200 raised for Cedar Court renovation; work has already
begun with the installation of new appliances
Beach ministers to your soul.”
COMMUNITY RELATIONS
-Bob and Kitty M.
6

Voted 2015 Best Retirement Community by Stanwood and
Camano Island Chambers of Commerce

Pay-It-Forward Month of July (community calendar with
coordinated benevolent services)

Introduced monthly Health & Wellness Series

Participated in 28 Marketing and community events
Warm Beach Senior Community 2015 Annual Report
Year in Review
2015 FUN FACTS
COMMUNITY RELATIONS (cont.)

Visibility in over 200 advertisements and publications
FACILITIES

New Director of Facilities, Don Branch

Renovation of pool and spa facilities

Replacement and repair of sidewalks throughout campus

Upgraded Beachwood sound system
HEALTH CARE CENTER (SKILLED NURSING)

Formation of new Director of Clinical Relations position
to build relationships with local hospitals and facilitate
transition to Accountable Care Organization (ACO)

Increased outpatient rehabilitation by 24%

Hosted six classes of Everett Community College first
and second quarter nursing students

Achieved 0% readmission rate for Medicare posthospitalization patients

Secured Premera Medicare Advantage contract
HOUSING & SERVICES

Chaplain implemented a Grief Support Group

Barber & Beauty Salon introduced quarterly specials
and additional services

New monthly Community Event Series

New Resident Welcome with welcome baskets
Number of Volunteers
138
Volunteer Hours
15,200
Meals Served
119,600
Pounds of Laundry
600,000
Work Orders
2,900
New Residents
25
Visits to the Website
19,200
Facebook Followers
103
Average Census
Independent
Assisted Living
Nursing
96%
95%
94%
During Pay-It-Forward Month,
WBSC donated:
Food Drive
188 lbs
Pet Food Drive
120 lbs
Coin Drive
$285
HUMAN RESOURCES

Revitalized the Safety Committee

Formation of Employee Advisory Committee including
the implementation of new employee newsletter

Stay at Work Reimbursements over $13,000

HIPAA/Compliance program development
Warm Beach Senior Community 2015 Annual Report
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Thank you to our 308 generous
donors who gifted over $400,000
in 2015. Your annual support
engages you in the work of
ministry and care here at Warm
Beach. Every gift, joined together,
will make a world of good. If you
would like to make a donation to
Warm Beach Senior Community,
please contact:
Annual Giving
At Warm Beach Senior Community, our partners join with
us in giving to several areas of ministry.
The Heritage Fund helps fulfill the vision of providing
affordable housing and care for those of limited means.
This fund makes it possible for us to provide quality housing
and loving care for residents by filling the gap between
Medicaid reimbursements and the actual cost of care and
housing.
Memorial Gifts/Gifts in Honor allow our donors to honor
a family member or friend by making a gift in their name.
Designated Giving allows our donors to give to a specific
appeal, capital project or ministry need. Designated gifts
in 2015 included:
 Facelift Fund
Mark Milan,
Director of
Advancement
This fund is used for the specific purpose of beautification,
maintenance and improvements to the grounds. The work
is done by the resident volunteer Facelift Brigade.
 Cedar Court Remodel
A fund designed solely for the renovations of our Assisted
Living facility, to include flooring, kitchen appliances,
painting and other restoration projects.
[email protected]
ph 360-652-2628
Or go online to give directly at:
www.warmbeach.org/make-a-donation
 Nehemiah 2:20 Appeal
This is our year-end giving campaign. Funds received
through this appeal were placed in the Heritage Fund to
provide for resident care reimbursement gap.
Giving to the General Fund allows us to use undesignated
gifts to fund any area of expense on a “most needed” basis.
These funds may be used for operational or capital needs.
WBSC is a 501(c)(3) non-profit
organization. Your contribution may
be tax deductible.
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Warm Beach Senior Community 2015 Annual Report
Financial Overview
Warm Beach Senior Community
OPERATION REVENUE & EXPENSE
is committed to demonstrating
sound financial stewardship.
Income
Fees
Our management of the talents,
$9,564,072
Contributions
$400,148
Miscellaneous
$138,276
Total Revenues
$10,102,496
spiritual gifts, time and, in
particular, the funds that our
donors, residents and staff
entrust to us is a critical
measurement of our personal
Expense
Program Services
Fundraising
$8,768,205
and corporate commitment. As
$109,243
a non-profit, we take great care
Management &
General
$1,029,548
Total Expenses
$9,906,996
in managing our budget, while
still utilizing those funds to
provide quality housing and
supportive services to seniors.
Bill Brown,
Chief Financial
Officer
[email protected]
YEAR END 2015
ph 360-652-2630
Copies of our Consolidated Financial
Statement are available upon request.
Warm Beach Senior Community 2015 Annual Report
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An Active Community
With its scenic woodlands and inspirational setting, Warm
Beach Senior Community is truly a place set apart. It is a
place of intellectual vitality, spiritual growth and fellowship.
Our residents are a vibrant, engaging group who embrace
their retirement years with enthusiasm.
Men’s Hiking Group
“I have always enjoyed hiking,
so I started inviting others. I
Whether it be a local shopping trip, a tour through Seattle,
or an Alaskan cruise, there is always something happening
at Warm Beach. Below is just a sampling of the events and
outings from 2015:

4-Day Alaskan Cruise

Museum of Flight, Seattle

Museum of History and Industry, Seattle

“Sounds of Christmas” Seattle Pacific University Choral
and Orchestra
developed very meaningful

Seattle Architectural Tour
relationships at Warm Beach.

Seattle Historical District Tour
It is an absolutely wonderful

Lake Union Lighted Boat Parade
group of people.”

Tulip Festival

Port Townsend Ferry Ride and Shopping Tour

Puyallup Fair

Evergreen State Fair

Northwest Trek Wildlife Park

Deception Pass State Park
enjoy the fellowship of just
being with the boys. That’s also
why I joined the men’s singing
group, for the fellowship. I’ve
-Bill R.
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Warm Beach Senior Community 2015 Annual Report
Resident Council
“This place has added a
The Resident Council serves to represent the interests of
the residents to Warm Beach management and the Board
of Trustees. It plays a crucial role in voicing concerns,
requesting improvements, welcoming new residents and
supporting facility efforts to make life at Warm Beach the
best it can be.
There are three Resident Councils at Warm Beach
representing the varying levels of care and housing:
Independent, Assisted Living and Skilled Nursing.
RESIDENT COUNCIL (INDEPENDENT)
Curtis Martin, President

Building, Grounds and Safety Committee

Food Services Committee

Garden Committee

Hospitality Committee

Library Committee

Nominating Committee

Social Committee

Vespers Committee
richness to our lives that is
difficult to explain. Here we
can exchange stories with
other successful businessmen,
teachers, ministers and pastors.
We speak the same language.
It’s the language of the heart.”
-Jim and Ruth Y.
RESIDENT COUNCIL (ASSISTED LIVING)
Thomas Bownes, President

Resident Council President, Curtis Martin,
representing WBSC in Stanwood Rotary Parade
Food Services Committee
RESIDENT COUNCIL (NURSING)
Raymond Wells, President

Food Services Committee
Warm Beach Senior Community 2015 Annual Report
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20420 Marine Drive
Stanwood, WA 98292
360-652-7585
www.warmbeach.org