Dignity Independence Self-Worth Good Health

Dignity
Independence
Self-Worth
Good Health
Annual Report
2010
T HE D IFFERENCE M AKER
With a tradition rich in a heritage of service to others and a belief
that the possibilities of our dreams are abundant, the pinecone,
the fruit of the evergreen tree, represents our commitment to be
The Difference Maker.
The evergreen tree stays vibrantly green when the rest of the
world has turned brown. It bears fruit that never dies. From one
pinecone, many new trees are birthed, which in turn, drop their
own pinecones. Over time, the landscape is forever changed.
The pinecone symbolizes the spirit of continuing that vision of
service to others, who will then take up the torch of that
commitment and will themselves be The Difference Maker.
A H OPE AND A F UTURE
In 1949, with the determination of leaving the world a
better place than she found it, Mrs. Bivins
established the Mary E. Bivins Foundation.
The mission of the Mary E. Bivins Foundation at that
time was to build and maintain a home for worthy,
aged and needy persons. The Foundation's mission
also included aiding and assisting worthy religious
undertakings, and worthy charitable organizations
that served the elderly, with priority given to
community-based programs and services.
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Mary E. Bivins
MESSAGE F ROM T HE P RESIDENT
Judy Day, President and CEO
In Richard Carlson’s book “Don’t Sweat the Small Stuff at Work” he asks the
question “Am I making the absolute best of this moment”. At the Bivins Foundation,
our approach towards meaningful moments in 2010 incorporated implementing
solution-oriented strategies into our programs and services. This included a focus
on accountability to a diverse group of stakeholders – our employees who are at
the heart of our service delivery systems, the elders living in our communities and
their families, and the individuals that are impacted by our grant making and
scholarships. Assets were carefully managed in this post recession period and
well-defined operational goals supported our caregiving staff as they provided daily
care with compassion and integrity. We better defined our Bivins Scholar program
to communicate Mary Bivins’ legacy for supporting students seeking to become
ministers of the Christian religion. Realizing non-profit providers were expected to
do more with less; we encouraged and participated in collaborative grant making
opportunities when possible. We reaffirmed that making the absolute best of every
opportunity kept us focused on solutions and making a difference. It also reminded
us that trust and respect from those we serve is earned and must never be taken
for granted.
Judy Day
President and CEO
MARY E. BIVINS FOUNDATION BOARD OF D IRECTORS
Tom Bivins
Dr. Bud Joyner
Alice O’Brien
Miles Childers
Deborah Kohler
Lawrence Pickens
Melvin Fowler
Glenn McMennamy
Maurice Schooler
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WHO WE ARE
Mary Elizabeth Gilbert was born on February 12, 1861 in old Lebanon,
Collin County, Texas. She was educated at Mary Nash College in
Sherman, Texas and later married her childhood sweetheart, Lee Bivins,
on August 18, 1882. Lee and Mary moved their family to the Texas
Panhandle in 1890. With an interest in cattle-raising since he was a boy,
Lee acquired his first Panhandle ranch a few years before the family
moved, calling it the Mulberry Pasture of South Claude. It was there that
the Bivins made their home. By the time the family left Claude and
settled in Amarillo - close to the turn of the century - Lee Bivins was one
of the largest cattle operators in the world, owning over 1,000,000 acres
of land and often running over 60,000 head of cattle at a time.
Lee and Mary became involved in a wide range of civic and
philanthropic activities in Amarillo. Lee Bivins served as a city
commissioner for eight years, and was elected mayor in 1925. He held
that office until his death on January 17, 1929. Mary Bivins was a
dedicated philanthropist, giving to a wide range of public charities and
providing numerous private gifts to needy individuals.
In 1949, with the determination of leaving the world a better place than
she found it, Mrs. Bivins established the Mary E. Bivins Foundation. The
mission of the Mary E. Bivins Foundation at that time was to build and
maintain a home for worthy, aged and needy persons. The Foundation's
mission also included aiding and assisting worthy religious undertakings
and worthy charitable organizations that served the elderly. What began
as a family with a pioneering spirit and a desire to help others grew to
become an organization that is dedicated to making life better for all,
and is now a legacy of giving that will reach into future generations.
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Mary E. Bivins
Lee Bivins
O UR V ISION
The Mary E. Bivins Foundation was founded with
the noble goals of the betterment of humanity,
leaving the earth better than it was found, and
encouraging those who follow to do the same.
It is the Foundation’s vision to improve and enrich
the quality of life in the 26 northernmost counties
of the Texas Panhandle through its ability to
directly provide quality care for the elderly and
their families and to share resources with partners
addressing critical community needs.
H OW W E S ERVE
The Mary E. Bivins Foundation has the primary
purpose of supporting long-term care and certified
Alzheimer’s care, independent housing and
community-based initiatives for the elderly.
In addition to eldercare objectives, the Mary E.
Bivins Foundation also distributes funds for
charitable purposes and awards religious
scholarships to qualified individuals for the
purpose of educating ministers to preach the
Christian religion.
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E LDERCARE H ISTORY A ND O PERATIONS
The Elizabeth Jane Bivins Home for the Aged was built and
dedicated in 1952 to fulfill Mary E. Bivins’ heartfelt desire to care for
her aging friends and other elderly citizens in the community. The
48-bed retirement home was the only one of its kind in the state of
Texas and became the industry standard for quality services and
care. Due to an aging structure and new regulations regarding
licensure, the facility ceased to operate as a nursing home in
December 2006.
In 1969, Bivins Memorial Nursing Home was opened with the
mission to serve residents needing more nursing care than was
provided at the Elizabeth Jane Bivins Home. Located in the
Harrington Regional Medical Center, the original home served sixtyeight residents and was licensed and certified to provide Medicare
and Medicaid services. A 72-bed addition was completed in 1987
and the facility underwent extensive renovations in 2008. Bivins
Village, a 59-unit independent living community for low income
seniors, was constructed in 2001 for the purpose of providing
affordable housing to older adults in the community. Bivins Village
Phase II, a three-story apartment building that encompasses 60 onebedroom/one bathroom units, was completed in December 2006.
The newest addition to the senior care continuum is Childers Place,
a long-term care and certified Alzheimer’s care community that has
been designed around an intimate neighborhood and household
style of living. Features include trend-setting architecture and hightech “Smart Room” systems that proactively monitor residents while
supporting the concept of individualized attention for each elder and
family member we serve.
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Elizabeth Jane Bivins Home for the Aged
Bivins Village
Bivins Village II
C ONTINUED…
The Elizabeth Jane Bivins Culinary Center was completed in July 2006 as
part of the Foundation’s commitment to extend services into the
community. The Culinary Center supports the vision of meeting critical
community needs by providing food in a cost effective manner to
individuals who are served by the various programs supported by the
Bivins foundations. The Elizabeth Jane Bivins Culinary Center is a stateof-the-art production kitchen preparing food using “cook-chill” technology,
as well as serving as a distribution site for meals that can be delivered
throughout the Panhandle region with the potential to produce over 3,500
meals daily.
Elizabeth Jane Bivins Culinary Center
The short-stay rehab/skilled nursing service at Bivins Memorial continues
to provide a much needed service in the region and our long-term care
programs are at the heart of our mission as we serve Medicaid recipients
needing traditional nursing home services. In 2010, approximately 900
unduplicated individuals were served on the Bivins east and west
campuses and over 600,000 meals were prepared in the Culinary Center
to serve elders living in our communities and those receiving services from
other nonprofit agencies.
Bivins Memorial Nursing Home
T imeline
1949
Mary E. Bivins
Foundation
established
1952
1969
1987
Elizabeth Jane Bivins Memorial Bivins Memorial
Bivins Home for
Nursing Home
Nursing Home
the Aged opened
opened
72-bed addition
opened
2001
Bivins Village
opened
2007
Bivins Village II opened
Childers Place opened
Elizabeth Jane Bivins Culinary
Center opened
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O RGANIZATIONAL S TRUCTURE
The Mary E. Bivins Foundation is committed to improving and enriching the
quality of life in the 26 northernmost counties of the Texas Panhandle by
meeting the physical, mental, social and spiritual needs of the people of the
region. In this spirit, the Foundation is dedicated to helping individuals achieve
and maintain Dignity, Independence, Self-Worth and Good Health.
Mary E. Bivins Foundation
Bivins Village
Public Charity 509(a)(1)
Operates Bivins Village,
A 59-unit HUD 202 senior
independent living
apartment complex
Bivins Village II
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Public Charity 509(a)(4)
Operates Bivins Village II,
A 60-unit HUD 202 senior
independent living
apartment complex
Support Organization
Foundation 509 (a)(3)
Makes grants to Lee Bivins
Foundation & Betty Bivins Childers
Foundation to support operations
Owns all assets except those in the
Nursing Homes & Bivins Village
Makes religious & non-religious
grants directly
Betty Bivins Childers Foundation
Public Charity 509(a)(3)
Owns & operates Childers Place
Lee Bivins Foundation
Public Charity 509(a)(2)
Owns & operates Bivins
Memorial Nursing Home
Bivins Memorial
Nursing Home
Elizabeth Jane Bivins
Culinary Center
Childers Place
Public Charity 509(a)(5)
60-bed long-term care & certified
Alzheimer’s care
72-bed long-term care
nursing facility
48-bed rehab facility
Cook/Chill
Production Kitchen
Childers Place
“Smart Room” technology at
Childers Place provides added
safety for all residents
Community kitchen spaces offer
families a chance to cook meals
and enjoy time with loved ones
Serenity Spa (on-site spa) can
provide residents with options
for hair, nail, and massage care
2 0 1 0 G RANT D ISBURSEMENTS
The Mary E. Bivins Foundation distributes funds for charitable
purposes which addresses the specific nonrecurring needs of
qualified nonprofit organizations in the 26 counties of the
Texas Panhandle. Foundation staff received twenty-eight (28)
grant applications during the year and provided additional
information with phone and website inquiries regarding our
grantmaking programs.
The Grants Committee presented the board with
recommendations to fund eighteen (18) grant requests. The
board subsequently approved awards totaling $820,400
during fiscal 2010. In addition, $251,579 was disbursed
during the year to meet the obligations of multi-year
disbursement schedules and prior-year grantees meeting the
terms and conditions of their grant agreements.
Amarillo Habitat For Humanity
$29,600
America Supports You Texas
$180,000
To support the 2010 Women Build Project
To support a Texas Panhandle Honor
Flight to Washington, D.C.
Another Chance House
To assist with kitchen renovations
$15,000
Canyon Senior Citizens Association $12,500
To purchase new heating and air conditioning
units for the senior center in Canyon, TX
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22%
17%
11%
11%
33%
6%
CareNet Pregnancy Center
To assist with the purchase of cribs and layettes
Family Support Services of Amarillo
To assist with facility renovations at the
Family Violence Shelter
Friends of Aeolian Skinner Opus 1024
To provide a matching grant for concert series
$2,000
$18,000
$2,500
Goodwill Industries of Northwest Texas $60,000
To assist with capital renovations to establish a
thrift store in Amarillo, TX
C ONTINUED…
Maverick Boys & Girls Club of Amarillo
$60,000
Mothers Against Methamphetamine
$19,800
Opportunity School, Inc.
$80,000
Panhandle Independent Living Center
$60,000
Panhandle Twenty/20
$25,000
Salvation Army
$70,000
To assist with kitchen and restroom renovations
(Panhandle Plains Chapter)
To assist with program sustainability project
and community education
To provide program support for the
Family Care Program
To provide matching funds for TXDOT grant to
provide training for elderly and disabled clients
to use municipal transit systems
To support the Inspire Amarillo –
State of the Family Initiative
To support basic emergency assistance
and shelter programs
Sharing Hope Ministry, Inc.
To help with renovations to Patsy’s Place
Transitional Living Home for women
$100,000
The Panhandle Independent Living Center,
Amarillo City Transit, and Texas Department of
Transportation have teamed together to help the
elderly and people with disabilities to learn how to
use fixed route buses.
Victory Tree Foundation
$50,000
YMCA of Moore County
$46,000
DBA “The Refuge”
To assist with construction of housing
for addiction recovery clients
To provide for the expansion of the
Moore County YMCA in Cactus, TX
TOTAL GRANTS FOR 2010: $820,400
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2 0 1 0 S CHOLARSHIP R ECIPIENTS
Scholarship Funds are used to assist religious and community based
charitable undertakings to include the education of ministers to preach
the Christian religion. The scholarship policy continues to be refined
with the purpose of honoring the intent of Mrs. Bivins to educate future
preaching ministers. In FY 2010, scholarship awards totaling $146,000
supported twenty-eight (28) students attending eighteen (18) different
institutions with more than 50% of those students studying at the
graduate seminary level. Once approved for scholarship assistance,
these students are recognized as Bivins Scholars, a title denoting
commitment, honor, integrity and respect. Bivins Scholars maintain an
ongoing relationship with the Mary E. Bivins Foundation that allows
communication between Foundation staff and the students after
graduation as they pursue their vocational ministry calling.
Abilene Christian University
Seth Bouchelle - Amarillo
Greg Steele – White Deer
Baylor University
Kevin Burrow - Tulia
Joe Hoyle - Perryton
Chris Pillsbury - Amarillo
Dallas Theological Seminary
Grant Hickman - Canyon
Gordon-Conwell Theological
Seminary
Taylor Davies - Amarillo
Harding University
Eric Suddeath - Amarillo
Houston Baptist University
Cody Pepper - Borger
Liberty University
Anthony Holt - Amarillo
Jason Laird - Borger
Lubbock Christian University
Matt Cordova - Amarillo
Oklahoma Baptist University
Benjamin Moore - Panhandle
Oklahoma Christian University
James Chappell - Canadian
Ozark Christian College
Shane Wyly - Amarillo
Princeton Theological Seminary
Tyson Taylor - Amarillo
Southern Baptist
Theological Seminary
Josh Monroe - Amarillo
Kade Wilcox - Nazareth
Brian Wiseman - Friona
Southwestern Baptist
Theological Seminary
A J Neely - Amarillo
S CHOLARS HI P I NTERVIEW
A DVISORY C OMMITTEE
Reverend Lane Boyd
Polk Street United Methodist Church
Pastor David Brack
Christ Covenant Presbyterian Church
Dr. John Bridwell, Minister Emeritus
First Christian Church
Chaplain Jeff Messer
Bivins Foundation
Pastor Bob Schroeder
Hillside Christian Church
Gene Shelburne
Anna Street Church of Christ
Wayland Baptist University
Erick Kirby - Amarillo
Landon Miller - Amarillo
David Rhoads - Amarillo
West Texas A&M University
William Wood - Amarillo
Westminster Theological Seminary
Jeremy Boothby - Amarillo
Robert Nelson Canode - Amarillo
Jesse Robinson - Canyon
Wheaton College
Brandon Moore - Amarillo
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C onsolidated S tatements O f F inancial P osition
ASSETS
CURRENT ASSETS
Cash & Cash Equivalents
Receivables:
Trade accounts, net allowances
for doubtful accounts of $64,802
and $61,060, respectively
Other receivables
LIABILITIES & NET ASSETS
2010
2009
$ 707,175
$ 468,110
908,268
1,116,569
CURRENT LIABILITIES
Payables:
$ 132,898
131,610
299,591
243,785
349,877
191,311
218,364
314,023
67,881
---
9,686
10,000
226,057
334,213
Custodial account residents’ cash
6,951
11,937
Total Current Liabilities
1,601,341
1,530,203
7,787,200
7,787,200
7,787,200
7,787,200
9,388,541
9,317,403
84,665,690
86,140,211
1,246,898
1,598,845
8,240
7,943
--
--
Pension plan contributions
Grants, current
Accrued expenses:
-50,241
-41,679,790
12,000
41,526,635
Inventories
110,594
100,609
Deferred revenue
Prepaid expenses
310,728
254,105
Tenant & resident security deposits
43,833,712
43,528,269
Note receivable, current portion
Investments
Total Current Assets
PROPERTY & EQUIPMENT
Net of accumulated depreciation
of $14,945,988 & $12,519,512,
respectively
50,969,452
53,038,850
OTHER ASSETS
Payroll
Vacation & sick leave
Self-insurance costs
Other
OTHER LIABILITIES
HUD capital advances
Total Other Liabilities
Total Liabilities
Restricted deposits
347,326
286,266
Other investments
135,933
136,071
NET ASSETS
--
52,000
Unrestricted
22,946
22,946
Unrestricted for HUD projects
Total Other Assets
506,205
497,283
Total Assets
95,309,369
97,064,402
Note receivable long-term portion
Federal excise tax receivable
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2009
$ 117,040
156,020
310,300
Trade accounts
73,990
43,167
Accrued interest
2010
Temporarily restricted
Federal excise tax receivable
Total Net Assets
Total Liabilities & Net Assets
85,920,828
95,309,369
87,746,999
97,064,402
F OUNDATION S TAFF
Judy Day
Susie Akers
Paul Sneed
Linda Inks
Tyler Kendall
Anna Albracht
Merle Voigt
Heather Kendall
President and CEO
Chief Financial Officer
Director of Health Services
Director of Human Resources
Grants Program Officer
Scholarship Program Officer
Controller
Risk Manager/Corporate Compliance Officer
O RGANIZATI ONAL V ALUES
PHILANTHROPY
Honor the philanthropic intent and value of the gift of Lee
and Mary E. Bivins to establish the Foundation, assume
responsibility of implementing the mission, and serve as
stewards of all funds, programs and services
STEWARDSHIP
Provide stewardship of the assets and secure the financial
foundation and financial resources entrusted to the
Foundation for the implementation of the mission and vision
EXCELLENCE
Pursue excellence with the highest quality of knowledge,
research, advocacy, strategic alliances, program delivery
and required resources to ensure a successful future
VALUE OF EMPLOYEES
Recognize and respect each employee, their value to
the organization, and strive to ensure individual
opportunities and open communications
INNOVATION
Value and reward initiative and creativity in all
programs
INTEGRITY
Conduct business according to the highest ethical
principles
COLLABORATION
Recognize that we can expand services only with
strong support and partnerships
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