Accelerating Ahead - Ohio Presbyterian Retirement Services

OPRS
Corporate Annual Report
Fiscal Year 2009
Driven by Dedication
Accelerating Ahead . . .
Accomplishments
In Fiscal Year 2009, OPRS continued to have a high level
of operational results and maintained 93.63% Continuing Care
Retirement Community (CCRC) occupancy level on more than 2900 units.
Eight OPRS retirement communities received reaccreditation from the
Commission on Accreditation of Rehabilitation Facilities (CARF) and the
Continuing Care Accreditation Commission (CCAC).
Senior Independence continued expansion by serving over 75,000 clients, more
than doubling hospice volume and expanding hospice to all seven sites. Senior
Independence achieved a $1.5 million positive bottom line and nearly $1 million of
positive cash flow from operations. An additional adult day center (The Edenview
Center located in Eden Park near Cincinnati) was added to make a total of 13 adult day
centers operating throughout Ohio.
The OPRS Foundation raised $7.4 million in total giving, a positive affirmation about the
importance of our mission and the commitment of donors during a challenging economy. Thanks
to the generosity of donors, the construction was completed of The Mary H. Kittredge Chapel at Mount
Pleasant, The Margaret Jean Wells Chapel and The Clara L. Curry Wellness Center at Llanfair, The Suites
of Dorothy Love addition and The Mahan Cultural Arts Center at Breckenridge. All of these projects
were funded by the recent Mission • Vision • Promise Capital Campaign.
At Ohio Presbyterian Retirement Services (OPRS),
we are driven by our dedication to the older adults we serve. With our mission as our compass,
we remain steadfast in our determination to continually enhance the lives of our residents and clients,
providing them with the utmost level of caring, quality services.
As our nation remains justifiably concerned about the uncertain economic climate, we are committed
to being as effective and efficient as possible, helping to assure that our quality, our stewardship and
our mission are sustained. While you join us in reflecting on a successful fiscal year, you’ll see that
several new buildings have been dedicated and more beneficial programs have been added, serving as
visible emblems of our strength.
Building upon our strong foundation and abundant history,
we are accelerating ahead, taking steps to ensure current
and future generations of older adults that OPRS will be
here for them – no matter what.
David J. Kaasa
President/CEO
Frederick C. Smith III
Board Chair
1
For Almost Nine Decades
2
OPRS has
worked hard to live out its mission of providing older adults with the best caring and quality
services. Looking ahead to the future, OPRS plans to continue this tradition of excellence.
As a company, OPRS holds itself, and all those affiliated, accountable for their actions.
That’s why OPRS has made it a priority to further enhance its ethics and compliance efforts,
helping to promote education throughout the system. Additionally, the organization maintains a
culture of respect where detection and resolution are key behaviors to quality. The core belief
is that if OPRS employees behave ethically while openly discussing ethical behaviors and
expectations, shared beliefs will soon become shared practices. Through ethics and compliance
efforts, OPRS is doing its part to remain a business with superior morals, thus upholding and
expanding its high standards of care for future generations of residents and clients.
Another way OPRS continues to accelerate ahead is through its steadfast dedication to social accountability – the community benefit it provides
above and beyond the goods and services that are purchased. This past year, OPRS gave back $7,228,229 in total community benefit.
The highlights and stories of OPRS’ social accountability can be found in a separate publication, which is a companion piece to this report.
3
4
Financial strength
and clear vision
build excellence.
Ongoing Operational Improvement
Capital Expenditures (000s omitted)
$10,193
$8,612
2005
$8,678
2006
$9,222
2007
2008
$9,417
2009
Although Fiscal Year 2009 was a very challenging
year for the economy and our long-term care
industry, OPRS generated very positive operating
results from both of its operating divisions. OPRS
achieved its “second highest level of operational
results” in recorded history. OPRS continued to
develop and implement new projects funded from
a 2006 financing, as well as operate its facilities
efficiently during a very turbulent economy that was
triggered by the sub-prime mortgage and continuing
housing market crisis.
Fiscal Year 2009 generated a $3,665,000 operational
gain. The two operating components of MPSS’s
operations, the CCRC’s and the community based
services division (Senior Independence) combined
to achieve the second largest operating margin
(2008 being the largest) in OPRS’ recorded history!
Our 11 fully-operating retirement communities
generated a $2,139,000 operating gain on net
revenues of $128.7 million and Senior Independence
generated an operating gain of $1,526,000 on net
revenues of $34.1 million. We expect to continue to
generate positive operational results during Fiscal
Year 2010 as we face reductions in Medicaid
reimbursement due to the state of Ohio’s funding
shortfalls, and an increase in our letter of credit fees
as we renew our 2006A variable rate demand bonds.
5
Financial Accomplishments
The following significant accomplishments achieved during Fiscal Year 2009 contributed to OPRS’ very positive operating results:
•Completion of The Suites of Dorothy Love
addition, funded from capital campaign gifts.
•Completion of The Mary H. Kittredge Chapel
at Mount Pleasant, funded from capital
campaign gifts.
•Opened and filled a 27-unit brownstone building
at Breckenridge Village, which is currently
operating at budgeted occupancy.
•Maintained CCRC occupancy level of 93.63% on
2,903 available units during the housing crisis.
•Completed construction of The Mahan Cultural
Arts Center on the Breckenridge Village campus,
funded from capital campaign gifts.
•Successfully opened Senior Independence’s
remaining five hospice programs, now operational
in all seven sites.
•Reinvested $9.4 million of cash generated from
operations into property and equipment,
renovation and replacement system-wide.
•Currently constructing Phase I of Breckenridge
Village at Grace Woods, which contains 68 units
(a 20-unit and a 48-unit brownstone apartment
building). These two buildings are planned to open
in the summer of 2010.
•Recently completed construction of The Margaret
Jean Wells Chapel and The Clara L. Curry Wellness
Center on the Llanfair Retirement Community
campus, funded from capital campaign gifts.
Financial Performance
(in thousands) Year Ending June 30, 2009
Please refer to the chart below, which summarizes the OPRS operating results. The following are comments specific to each operational component for Fiscal Year 2009:
Retirement Community Operations – The CCRCs’
operating gain of $2,139,000 (which included a one-time
write-off of $2,404,000 of unamortized prepaid bond
insurance which no longer had value in the market)
varied unfavorably from budget by $125,000. The
unfavorable budget variance in occupancy, as a result of
the slumping economy, was nearly offset by insurance
savings and positive controls in other areas throughout
the system.
6
Community Based Services Operations – The
$1,526,000 operating gain and a favorable budget
variance of $1,092,000 was the “best year ever” in
Senior Independence’s relatively short history. The
favorable budget variances were in the hospice program
statewide, the Miami Valley Region operating turnaround and insurance expense savings. Please refer to
the Senior Independence section of this issue for more
information on community based services.
CONSOLIDATED BALANCE SHEETS
Assets
Current Assets
Property and Equipment Net
Assets (Use Limited)
Assets (Held by Third-Party Trustees)
Other Assets
Total Assets
2009
$ 94,519
228,374
39,668
7,804
7,599
$ 377,964
2008
$ 94,288
213,783
50,839
7,963
10,535
$ 377,408
Liabilities and Net Assets
Current Liabilities
Long-Term Debt
Refundable Entrance Fees
Deferred Entrance Fee Revenues
Other Liabilities
Net Assets
$ 25,893
186,207
2,138
63,915
15,777
84,034
$ 20,688
190,867
2,138
63,106
11,412
89,197
Total Liabilities and Net Assets
$ 377,964
$ 377,408
Non-Operating Gains (Losses) – During a difficult
fundraising year, the OPRS Foundation achieved over
$7,400,000 in total giving. The investment portfolio
performance, which includes investment income offset
by realized capital losses, varied unfavorable to budget
by $2,591,000. Please refer to the OPRS Foundation
section of this issue for more information on the
Foundation and its fundraising programs.
Consolidated Statements of OPERATIONS
and Changes in Net Assets
Net Operating Revenue
Operating Expenses
Gain from Operations
Non-Operating Revenues and Expenses, Net
Excess of revenues and gains over expenses
and losses before unrealized gains (losses)
on investments and interest rate swaps
Unrealized gains (losses) on investments
Unrealized change in value of interest rate swaps
(Deficit) excess of revenues and gains
over expenses and losses
Temporarily and permanently restricted
contributions and income
Assets released from restrictions and other
Increase (Decrease) in Net Assets
2009
$ 162,740
159,075
3,665
(3,020)
2008 $ 154,873 151,164
3,709
1,735
645
(5,440)
(4,300)
5,444
(2,604)
(7,171)
(9,095)
(4,331)
5,417
(1,485)
$ (5,163)
4,491
(1,515)
$ (1,355)
Employees
2009 Revenue Breakdown
2,629
2,824
2,957
3,058
3,013
2007
2008
2009
Full-Time
Community Based
Services 20%
Resident Care
Private 54%
Resident Care
Medicaid 11%
Entrance
Fees 4%
Part-Time
Resident Care
Medicare 11%
2005
2006
CCRC Occupancy
94.3%
94.6%
95.8%
94.7%
93.6%
7
2009 Expense Breakdown
Community Based
Services 20%
Depreciation 11%
2005
2006
2007
2008
2009
Dining Services 9%
Nursing 28%
Community Operations
& Administration 8%
OPRS 10-Year History The figures shown below reflect the Net Operating Gain (Loss),
Excess (Deficit) of Revenues over Expenses and the Total Assets of OPRS for the last 10 fiscal years.
Net OperatingExcess (Deficit) of
Fiscal Year EndedGain (Loss) Revenues Over ExpensesTotal Assets
Maintenance 8%
Interest 4%
Corporate
Office 4%
Marketing 2%
Program Services 3%
Laundry and
Housekeeping 3%
June 30, 2009................$3,665*..................................$(9,095) .............$377,964
June 30, 2008..................3,709*.....................................(4,331) ............... 377,408
June 30, 2007...................2,132*...................................10,237 ............... 375,963
June 30, 2006.......................313*........................................(653) .............. 361,203
June 30, 2005...................... (117).........................................(119) ...............298,920
June 30, 2004......................302*....................................... 2,961 ...............282,834
June 30, 2003..................(1,898)...................................... (3,178).................276,155
June 30, 2002..................... (792)......................................(1,644).................247,548
June 30, 2001..................... (505).......................................3,468 ...............246,481
June 30, 2000..................(1,244)...........................................190 ................231,819
* Net of a write-off of unamortized prepaid bond insurance of $2,404.
8
Dedicated to serving
older adults in the
place they call home.
This year marked many accomplishments
and milestones for
Senior Independence. Home health, adult day services and hospice served more clients than ever before. Additionally, Senior Independence provided a
continuum of home and community based services to over 75,000 Ohio seniors in Fiscal Year 2009.
Hospice Expansion Complete – The expansion
of hospice services, which began two years ago,
was completed in the fourth quarter with all seven
regions now providing hospice services, doubling the
number of clients receiving end-of-life care.
Regions Rank Among the Top 25% of Home
Health Providers in the Country – The Central
Ohio, Mahoning Valley and Southwest Regions
were among the top 25% of the nation’s home health
agencies, and were included in the HomeCare
Elite. This annual review is ranked by an analysis of
performance measures in quality outcomes, quality
improvement and financial performance.
Regions Receive Perfect Surveys – The Toledo
and Miami Valley Regions received perfect Ohio
Department of Health Surveys. This marks the
third perfect survey for Toledo and the second for
Miami Valley.
Advance Planning Study and Community
Education – The Greater Cleveland Region received
two grants this year to support their education
initiative for advance planning, which included a study
measuring the use and understanding of advance
directives and hospice. Results of this study helped
direct education efforts for older adults living within
retirement communities and the larger community.
As a result of the study, education focused on initiating
conversations with family regarding health care
decisions. More than 700 people attended one of
these programs and received a copy of the
Ohio advance directive forms, a booklet called
“Conversations that Light the Way” and a copy of the
“Courageous Conversations” presentation, which is
also available on www. icaregiver.org. Senior
Independence now has more than 90 trained
advance planning facilitators throughout Ohio.
Adult Day Centers Expand Again – A total of
13 Senior Independence adult day centers are now
operating throughout Ohio. Management of
The Edenview Center, located in Eden Park near
Cincinnati, was completed in September 2008.
Additionally, the Painesville Center, which opened
Fiscal Year 2008, is operating five days a week and
received Veterans Administration and PASSPORT
approval, paving the way for additional clients
to be served.
In July 2009, the Franklin adult day center at the
Conover Center celebrated 10 years of service and
was awarded Business of the Year by the Franklin
Area Chamber of Commerce for its commitment
to helping seniors and the families who care for
them.
R
iPartner Program Launched – This year, Senior
Independence asked 20 CCRCs who were considering
home and community based service expansion if
they were interested in partnership opportunities
that could jump-start their program. A majority of
respondents expressed a strong desire for a
collaborative effort with Senior Independence and
their own organization. This positive response
accelerated the launch of the iPartner program.
Currently, four candidate organizations are in the
process of becoming iPartners.
The iPartner program components include start-up
implementation services, ongoing management
and back office support and brand licensing. This
program serves as a successful business model for
other not-for-profit providers who choose to serve
older adults in the place they call home. It also brings
new geographic growth to Senior Independence,
expanding services throughout the United States.
This year, the Make it Happen® program
was officially trademarked – This program
enhances clients’ and families’ lives by attending to
non-medical needs thereby helping to improve
their quality of life, while mobilizing and empowering
volunteers as well.
9
Senior Independence Financial Performance
510,762
Units of Service
Payor Sources for Units of Service
Local Levy 14%
Passport 22%
Medicare 13%
145,023
Private Insurance 13%
10
54,415
21,992
23,296
Hospice
(Days)
Transportation
(Trips)
Private 34%
Adult Day
Care (Days)
Meals
Medicare Hospice 3%
Home Health
Visits
Medicaid 1%
14,245
13,062
11,087
8,431
R
6,298
75,009 Clients Served Fiscal Year 2009
i ca
Ce Sen
nt ior
er
s
2,319
Ed
uc
at
io
n
1,891
Fa
irs
1,835
He
alt
h
1,465
re
gi
ve
r
1,428
4,571
liv
er
e d Ho
M me
ea
ls
Em
e
Re rg
sp en
on cy
se
Co
or Se
di rv
na ic
tio e
n
Flu
Va
cc
in
es
Tr
an
sp
or
ta
tio
n
Ho
m
eH
ea
lth
Fa
it
In h-B
iti as
at ed
ive
s
W
el
Cl lnes
in s
ics
De
930
585
1,378
Ex Sen
er io
cis r
e
622
In O
iti th
at e
ive r
s
Ho
sp
ice
294
Ad
ul
tD
Ca ay
re
Su
G r pp o
ou rt
ps
4,568
11
The OPRS Foundation
and its Board of Directors have been working diligently throughout Fiscal Year 2009 to transition fundraising
efforts from capital campaign work to an ongoing focus on major and planned gifts. We’ve fine-tuned several aspects of our operation to remain successful during
these challenging times. With a focus on our core strengths, a “back to basics” attitude and a clear direction, we’re moving into a new era of donor collaboration.
Accomplishments
• A total of $7.4 million was raised in Fiscal
• Senior Independence fundraising grew
• Diligence in investment oversight continues to
• Under the direction of the PR/Media Council,
Year 2009. While this total was below our expectations, it remains a positive affirmation of the
importance of our mission and the commitment of
our donors, even during a challenging economy.
12
pay off, with annuity and endowment funds
regularly performing better than market
indices. Quarterly investment summary reviews,
along with detailed reports from investment
managers, provide the information needed to
make timely and ongoing adjustments.
• Safeguards were initiated for the endowment
fund including lowering the endowmentspending policy from 5% to 4.5%. While
this means that OPRS communities receive a
slightly lesser amount from their endowments
each year, the change makes a large impact
on protecting the endowment principal from
market downturns.
33% over that of Fiscal Year 2008, to reach
a total of $1.084 million. In addition, formalized
hospice fundraising programs were initiated with
guidance from the Hospice Fundraising Council.
an online Newsroom was launched on
www.oprs.org for journalists and other media
professionals. The Newsroom includes press
releases, story ideas, OPRS facts, logos for
download and more.
•The first statewide Spiritual Life Summit
was held, planned by the Church Relations
Council. This Summit brought together chaplains,
representatives of the campus Spiritual Life
Committees, members of the Church
Relations Council and staff.
Cheryl A. Boyer
Chair
OPRS Foundation Board
Thomas G. Hofmann
President
OPRS Foundation
•The Campus Fundraising Council guided efforts
to initiate a Foundation Ambassador
volunteer structure, to begin in Fiscal Year
2010. This change resulted from the Council’s
feedback that there was a need to take a
more individualized approach to
volunteer service.
OPRS Foundation
Total Giving
Performance
(000s omitted)
PRS Foundation
O
Total Assets
(000s omitted)
$13,325
$48,137
$9,113
$8,589
$7,613
$7,410
2005
2006
2007
2008
Annuities
$49,334
Invested
Market Gain
$47,785
$43,159
2007
2008
2009
Investment Portfolio Performance
(000s omitted)
Pledged & Other
2006
2009
OPRS Foundation Endowment Total $42,004
$57,209
$52,712
$50,087
2005
$61,552
$41,007
Calendar Year
2006
2007
2008
Performance
8.94%
7.84%
-20.27%
Investment
$44,287,278
$49,411,063
$37,280,018
PRS Foundation
O
Total Number of Gifts & Donors
Gifts
Donors
7,731
2005
2006
2007
2008
7,461
7,091
2009
3,241
2007
3,049
2008
3,037
2009
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14
Trustees’ Roundtable
Recognizing cumulative irrevocable giving of $100,000 or more.
New members in red
* Deceased members at time of printing
+ Members whose qualifying gifts were designated for both a campus and Senior Independence, or to multiple campus locations
Breckenridge
$1,000,000-$2,499,999
The Norbert A. Lange Trust
Marjorie* & Russell* E. Lyons
M. Roger* & Anne M. Clapp+
Nell Rose Riel*
$500,000-$999,999
Anonymous (3)
Robert* S. & Mary Ellen* A.
Colquhoun
Jonathan* E. & Katherine M.
Ingersoll
Elmer* & Olga* Juhnke
Bud & Ruth Ketchum
Willard* & Eleanor* Manbeck
The Nason Foundation
Karl* E. & Mary* Prindle
The Reinberger Foundation
Anne McKee* & Helen Sharadin*
Margery J. Shields*
Edith H. Smith*
Harold* & Emily* Wolf
$100,000-$499,999
Anonymous (1)
Frances Aberle*
The American Foundation
Allan* S. & Winifred Austin
Hamilton* & Sally* Beatty
George Bodwell*
Virginia Bodwell*
Ruth J. Boza
Paul R. Brahaney*
Breckenridge Resident Association
Karl & Ginny Bruch
Ruth E. Bueschlen*
Dorothy Saxton Dusa*
Marie Flowers*
Shirley W. Gibson
The Kresge Foundation
Mary E. Liebenauer*
Helen M. Lowther*
The Lubrizol Foundation
Mary Boyd MacBane*
Marian R. Mahan*
Chuck & Jane* Mallue
Thomas* W. & Lillian* Mastin
Adelaide Mathers*
The Murch Foundation+
John G. Murray*
Jerome T. & Georgeanne* Osborne
Hugh D. & Gretta S. Pallister
Harriet Parsons*
Jeanne M. Patterson
Clifford* J. & Nell Rose* Riel
Paul* & Lillian Schwesinger
Don & Joan Selle
The Sherwick Fund
Elizabeth Siena*
Corinne Strasmeyer*
George* A. & Julia* F. Tanner
Mary A. Thomas
C. Carlisle & Margaret Tippit
Charitable Trust
Howard VanDen Eyden*
Tinkham Veale II
The Veale Foundation
Gertrude L. Vrana*
Cape May
$100,000-$499,999
Galen* & Elizabeth* Hoggatt
Dorothy Love
$1,000,000-$2,499,999
Harold* W. & Mary Louise* Shaw
$500,000-$999,999
J. Oliver* & Margaret* B. Amos
Ruth B. Emmons*
Vera D. Ginn*
$100,000-$499,999
Anonymous (5)
William* T. & Dorothy* R. Amos
Amos Press
Gertrude O. Anderson*
Hazel D. Blankenbuehler*
Donn* C. & Isabel* V. Bowlus
Arden* H. & Dorothy L. Burgoon
Emerson Climate Technologies/
Copeland Corporation+
Clyde* & Rosemond* DeMott
First Presbyterian Church
of Sidney
J. Daniel & Margaret Francis
Leland* & Esther* Giffen
Clifford P. Harmon*
Hartzell-Norris Charitable Trust
Mr. & Mrs. Ralph L. Helman
Mary Isabel Walker Hessler*
Irene Jarfas*
Mary O. Lecklider*
Paul* B. & Marian* S. Long
Carolyn M. Marvin*
Wilfred A. & Wilma* McCoy
Jeanne D. Mears
Patrick H. & Carol B. Milligan
Monarch Legacy Fund of
The Community Foundation
of Shelby County+
Rosemary Ovenden*
Ray Patton*
Robert* M. & DeLores*
Ginn Peters
Dorothy Pillion*
John & Jeanette Sargeant
Robert & Thelma Sargeant
Herbert* H. & Antoinette
Schlater
Tom & Sandy Shoemaker
The Stolle Corporation
(Alcoa Building Products)
Alene Strouss*
Martha E. Thompson*
Ron & Hertha Vice
Cecil* & Ethel* Watkins
Joseph Herman & Ruth A. Yoder
Memorial Fund
Lake Vista
$100,000-$499,999
Jane W. Haynam+
Llanfair
$1,000,000-$2,499,999
Clara L. Curry*
John M. Disser*
Helen C. Hauck*
Roland* M. & Helen* T. Hauck
Thelma Jungkind*
Howard* L. & Catherine* K.
Luedeke
$500,000-$999,999
Anonymous (1)
Catherine Cowan*
Anne Herget*
Hertha E. Reinert*
Edward R. Wells
$100,000-$499,999
Anonymous (2)
Bahmann Foundation
Mildred G. Bauer*
Guy Bellows*
Mary Lou Bellows
Robert Bierbaum*
Joan Bollenbacher*
Mildred Bradford*
Marion & Thurza* Brant
College Hill Presbyterian Church
Martha Corbin*
CY Inc. Over 70 Foundation
James* L. & Anna* E. Davidson
Ida Fischer*
Carl* K. & Estelle* Gieringer
Mary C. Heidenreich
Helen C. Johnson*
Mildred W. Kathman*
Sarah Kistner*
Llanfair Crafters & Woodshop
Martha W. Martin*
Wilfred S. Martin*
Elizabeth McQuiston*
Cecilia Randall*
Walter A. Randall*
Frances E. Raymond*
Else L. Schulze*
John K. Sherman*
John* D. & Mildred* M. Wesson
Irmgard Zutz*
15
Trustees’ Roundtable Continued
Mount Pleasant
$2,500,000 and above
16
Verla B. McClure
$1,000,000-$2,499,999
William* C. & Janet A. Shannon
$500,000-$999,999
Anonymous (2)
Russell* E. & Ellen* T. Huston
Mary H. Kittredge*
William* B. & V. Nadine*
Maitland
William* T. & Oleta* O. Maxwell
Theodora Mrusek*
Ralph* J. & Dorothy* Stolle+
Florence Whitesell*
$100,000-$499,999
Eleanor B. Ackerman*
Ralph Augspurger*
Millicent Bender*
Margaret A. Bissell
Josephine Brandenburg*
Eva Chapman Trust
Dean & Lorene Chenault
Memorial Foundation
Ray Leslie Fulner*
Mary Hankinson*
Effa Haynes*
George* R. & Lois* Henkle
Edward H. Hyde*
Lena Kennedy*
Edna M. Kinsinger*
The Kresge Foundation
Lucille Loer*
Nellie Losh*
Margot Marples
Mount Pleasant Golf Outing
Mount Pleasant Life
Care Auction
Helen Paxton*
Jeanne V. & John* Pendery
Robert* A. & Nell* Quisno
Alice Reginbogin*
Gene & Mary Alice Roberts
Doris Snook*
Marian Snook*
Dr. John & Marian* V. Stewart
Wilda G. Streifthau*
Rosemary R. Vordenberg*
Norbert E. Werner*
Lloyd* & Abby E. Whitesell
Park Vista
$2,500,000 and above
Anne* K. & Byron* Christman
$1,000,000-$2,499,999
Harvey* H. & Jane Haynam+
Arnold & Helen Stambaugh
Charitable Foundation
$500,000-$999,999
Donald D. MacEwan*
$100,000-$499,999
Ruth H. Beecher
Foundation
The Ward Beecher Foundation
Janyce Bruce*
Thelma L. Clark*
David D. Davis*
Velma Davis*
Annelies R. Dziadzka
John D. Finnegan Foundation
Ralph* B. & Evelyn* M. Folsom
Barbara C. Kerlin*
Ruth E. Kyle
Isaac P. Lewis Memorial Fund
James & Mary McFarlin
Foundation
Elizabeth C. Miller*
William M. Neckerman, Jr.
Pollock Company Foundation
David J. Rees
Mary Alice Schaff
Paul* E. & Mary* G. Smith
Walter E. & Carolyn H. Watson
Foundation
Ralph E. & Helen Yingst
The Youngstown Foundation
Rockynol
Robert Meriwether & Ruth
Ellen Smith
William* B. & Delphine* C.
Telford
Margaret J. Weber*
Helen S. & Charles A. White, Jr.
Philip Shin Ping* & Ida
Djung Wong
$500,000-$999,999
Swan Creek
John W. Frasche*
The GAR Foundation
John Lampasone*
Jerome Taylor*
Helen E. Turner*
Thomas B.P. Williams*
Marion B. Wilson*
$100,000-$499,999
Maxine* & Ben* Ansley
Sue Ann Benedict & Robin Wicks
Thomas W. & Patricia A. Blazey
Helen* & Harold* Bollinger
Curtis E. Brooks*
Wilson Bruggert*
Edward* & Maurine* Carr
Maxene* D. & Russell* D. Darrah
Franklin Dickinson*
Mary E. & Richard* W. Fairchild
Eunice Barnes Foore*
Eugene K. Fouse*
Lucille* & Robert* Harris
Lois D. Henschen*
Jocelyn Jenkins
Betty S. & William* R. Jewell
Kathryn Katzenmeyer
Richard H. Mather*
Leonard* W. & Vivian* Moore
Nancy W. Nesbitt*
The M.G. O’Neil Foundation
Mr.* & Mrs.* Charles Reinherr
$2,500,000 and above
Charles* J. & Loraine* M. Moore+
$1,000,000-$2,499,999
Jeanne H. Reed
$100,000-$499,999
Rilma Buckman+
Jackson* & Evadine* Bryan
Donald Flickinger*
John* W. & Waneta* Jackson
George* & Elizabeth* L. Kridler
Arthur* L. & Gladys* P. Lennox
James* & June Limbird
Eleanor Longbrake
Eunice B. Luelf*
Elizabeth* K. & John Meloy
W. Royse* & Audrey* N. Moran
Gale A. Race*
Martin* & Norma Ruehle
William E. Sala*
Oliver* E. & Olive* S. Todd
James* & Betty* West
The Vineyard
on Catawba
$100,000-$499,999
Anonymous (1)
Westminster-Thurber
$1,000,000-$2,499,999
John* F. & Juliet* Schoedinger
$100,000-$499,999
Anonymous (4)
Violet H. Bittner*
Beatrice J. Cleveland
Mary DeWees*
Sarah DeWees*
Patricia L. Dineen
Glenn* & Lucille* Durflinger
Hayden* C. & Grace* Edwards
Velma V. Everhart
Ruth Fetzer*
Barbara Frautschi
Sophie E. Kerr*
Charles A. Lindabury
Fairy O. Linn*
Robert E. & Shirley W. Maurath
Thomas Mitchell*
Leona Mithoff Fund
Helen Murray*
Nationwide Foundation
Mario Pagano*
Ruth H. Phillips*
Geraldine G. Price
Bill & Edith Walter Foundation
Statewide Campus
Support
$1,000,000-$2,499,999
Countess Brown*
$500,000-$999,999
Marian R. Easton*
Mildred Lenk*
$100,000-$499,999
Rev. Glen H. & Shirley
Beito Gronlund+
Kenneth & Caryl Kemper+
Wayne A. Stallman, Jr.*
Lois Stephens*
Senior Independence
Locations
AC = Akron/Canton
ASC= Anderson Senior Center
CO = Central Ohio
GC = Greater Cleveland
GT =Greater Toledo
MA = Mahoning Valley
MI = Miami Valley
SW = Southwest Ohio
Statewide
$500,000-$999,999
Central Ohio Area Agency
on Aging (CO)+
Council on Aging of
Southwestern Ohio (SW)+
Ohio Department of
Transportation (CO, GC, MA, SW)+
$100,000-$499,999
AT&T (Statewide)+
The Cleveland Foundation (GC)+
The Columbus Foundation (CO)+
Columbus Medical Association
Foundation (CO)
Conover Trust (SW)
Franklin County Department of
Job & Family Services (CO)
The Elroy J. & Fynette H. Kulas
Fund of The Cleveland
Foundation (GC)
Ohio Department of Education
(Statewide)+
The Robert Wood Johnson
Foundation (GC)+
Harry C. Moores Foundation (CO)
United Way of Central Ohio (CO)+
17
Named Endowment Circle
Recognizing leadership in endowment giving.
Program Level Endowments
Rockynol
Breckenridge
The John W. Frasche Endowment
The Jerome Taylor Endowment
The Helen E. Turner Endowment
Cumulative endowment
giving totaling $500,000 and above
$1,000,000-$2,499,999
The Clapp Family Endowment
$500,000-$999,999
The Elmer & Olga Juhnke Endowment
The Bud & Ruth Ketchum Endowment
The Marjorie Noble Lyons Endowment
The Edith H. Smith Endowment
The Anne M. McKee/Helen Sharadin Endowment
Dorothy Love
$500,000-$999,999
The C.H. Ginn & Vera D. Ginn Endowments
for Life Care & Spiritual Life
18 The Mary Louise & Harold W. Shaw Endowment
Llanfair
$1,000,000-$2,499,999
The Catherine K. Luedeke Memorial Endowment
$500,000-$999,999
Anonymous (1)
The Anne Herget Endowment
Mount Pleasant
$1,000,000-$2,499,999
The Mary H. Kittredge Endowment
The William C. & Janet A. Shannon Endowment
$500,000-$999,999
The Hampshire Buckley Endowment
The V. Nadine & William B. Maitland Endowment
The William T. & Oleta O. Maxwell Endowment
Park Vista
$2,500,000 and above
The Anne Kilcawley Christman Endowment
$1,000,000-$2,499,999
The Haynam Family Endowment
$500,000-$999,999
Swan Creek
$500,000-$999,999
The Loraine M. & Charles J. Moore Endowment
Westminster-Thurber
$500,000-$999,999
The John F. & Juliet S. Schoedinger Endowment
Supporting Level Endowments
$50,000 cash / $100,000 deferred,
or $100,000 cumulative
Breckenridge
Anonymous (3)
The Lorne Howe Aikins, M.D. & Velma A.
Aikins, R.N. Endowment
The Gwenydd Beatty Endowment
The George B. & Virginia K. Bodwell Endowment
The Ruth & Oliver Boza Endowment
The Paul R. Brahaney Endowment
The Anne M. & M. Roger Clapp Endowment
The Robert & Mary Ellen Colquhoun Endowment
The Raymond & Mary Haserodt Memorial Endowment
The Kay & Jack Ingersoll Endowment
The Laura Liebenauer Endowment
The Rodney Daniel & Mary Boyd MacBane
Memorial Endowment
The John Markwart Endowment
The Karl & Mary Prindle Endowment
The Paul & Lillian Schwesinger Endowment
The Hazel V. & Margery J. Shields Endowment
The Joseph F. & E. Alice Smole Endowment
The George & Julia Tanner Endowment
The Emily M. Wolf Endowment
Dorothy Love
The Dorothy R. & William T. Amos Endowment
The Margaret B. & J. Oliver Amos Endowment
The Gertrude O. Anderson Endowment
The Betty Z. Bennett Endowment
The Copeland Corporation Endowment
The Ruth B. Emmons Life Care Endowment
The Hartzell-Norris Charitable Trust Endowment
The John J. & Mary Isabel Walker Hessler Endowment
The Irene Jarfas Endowment
The Lee & Jo Ann Kuhlman Endowment
The Howard A. & Carolyn M. Marvin Endowment
The Wilfred A. & Wilma McCoy Endowment
The Jeanne D. Mears Endowment
The Robert M. & DeLores Ginn Peters Life Care Endowment
The Rike Family Foundation Endowment
The Thomas E. & Sandra S. Shoemaker Family Endowment
The George & Ilene Verdier Family Endowment
The Ron & Hertha Vice Endowment
The Cecil & Ethel Watkins Life Care Endowment
Gener al
The Glen H. & Shirley Beito Gronlund Endowment
Lake Vista
The Haynam Family Endowment
Llanfair
Anonymous (2)
The Mr. & Mrs. Robert Bierbaum Endowment
The Marion & Thurza Brant Endowment
The Mr. & Mrs. William E. Hutchinson Endowment
The Helen C. Johnson Endowment
The Amor E. & Sarah K. Kistner Life Care Endowment
The Glenn Rogers Endowment
The Margaret Jean & Edward Wells Endowment
Mount Pleasant
The Effa K. Haynes Endowment
The George Henkle & Lois I. Henkle Endowment
The Russell E. & Ellen T. Huston Endowment
The Edward H. Hyde Endowment
The Margaret Evans Kirby Memorial Endowment
The Clem & Verla McClure Memorial Endowment
The John A. Pendery & Jeanne V. Pendery Endowment
The Robert & Nell Quisno Endowment
The Doris L. Snook Endowment
The Marian Snook Endowment
The Rosemary Vordenberg Endowment
The Donald Wade Memorial Endowment
The Florence Whitesell Endowment
The Whitesell Family Endowment
Park Vista
The Ruth H. Beecher Foundation Endowment
The Leon A. Beeghly Endowment
The David D. & Velma Davis Endowment
The Luzie A. Dziadzka Memorial Endowment
The Ralph & Evelyn Folsom Family Endowment
The Ralph E. & Helen Yingst Endowment
Rockynol
Anonymous (1)
The Curtis Brooks Endowment
The Edward L. & Maurine M. Carr Endowment
The Ennice Chopard Endowment
The Maxene D. Darrah Endowment
The Richard W. & Mary E. Fairchild Endowment
The Eugene Fouse Endowment
The GAR Foundation Endowment
The Handyside Brothers Memorial Endowment
The Forest E. & Helen P. Hoot Endowment
The Jocelyn M. Jenkins Endowment
The Betty S. & William R. Jewell Family Endowment
The Leonard W. & Vivian B. Moore Endowment
The Keith & Nancy Nesbitt Family Endowment
The Robert Meriwether & Ruth Ellen Smith Endowment
The Virginia Spurling Endowment
The William & Delphine Telford Endowment
The Margaret Julia Weber Memorial Endowment
Swan Creek
The Donald G. Flickinger Endowment
The John & Waneta Jackson Endowment
The Elizabeth L. & George G. Kridler Endowment
The Dr. Arthur L. & Mrs. Gladys P. Lennox Endowment
The Eunice Luelf Endowment
The Gale A. Race Endowment
The Jeanne Reed Endowment
The Oliver E. & Olive S. Todd Endowment
Westminster-Thurber
The Joel U. Adams Trust Endowment
The Velma V. Everhart Endowment
The Barbara Frautschi Endowment
The Ruth Phillips Life Care Endowment
The Geraldine G. Price Endowment
The Mabel Sarbaugh/Bea Cleveland Endowment
New endowments in red
19
Living Legacy Society
Recognizing donors who have made a deferred gift or will bequest that supports the work of OPRS communities and Senior Independence.
New members in red
* Deceased members at time of printing
+Members whose qualifying gifts were designated for both a campus and Senior Independence, or to multiple campus locations
Breckenridge
Anonymous (6)
Lucy Jo Atkinson
Charles & Cordelia* Barkley
James & Diana Batten
Robert & Kay Beatty
Elizabeth H. Bendig*
Beverly Besselman
Harry L. & Virginia M. Bigelow
John D. & Elsie E. Blazek
Ruth J. Boza
Clayton* H. & Lois* D. Bradshaw
Margaret Bretschneider
20 Princess B. Britton
Keith & Melissa Brumagin
Ruth E. Bueschlen*
Marian Callow
Jack* & Betty Carter
Mary C. Carter
Betty C. Coy
Jayne Crawford
John Cridland+
Frank* E. & Dorothy* K. Davis
Margaret E. Davis
Herbert & Ethel Dieckmann
Phyllis H. Evans
Beth Falkner-Brown
William* & Grace Fountaine
Marie & Dale George
Shirley W. Gibson
Geoffrey* & Virginia Goodwin
Mary Kay Graham
Donald & Brenda Grauer
Dennis & Linda Grisez+
Marjean S. Grobe
Shirley Hacker
Debra K. Hagarty
Ruth Hanawalt
Lorraine S. Henery
James & Susan Hickey
Jean Hodgin
William F. & Eloise V. Hutchinson
Jonathan* & Katherine Ingersoll
Florence E. Jacobson
Gary G. & Maita L. Jarkewicz
Morgan & Ruth Ketchum
Clara Kieber*
Carol & Ernest* Legris
Margaret Lenke
James Lewis
H. Stephen* & Carol Madsen
Chuck & Jane* Mallue
Lisa Mansour
Duane & Eleanor* Mayhew
Karl & Marjorie* McEachron
Elizabeth O. Moshier
Dolores M. Murray
John* & Kathryn Murray
Christa Oksiloff
Hugh D. & Gretta Pallister
Jeanne M. Patterson
William* & Mary Patterson
Ralph & Julia* Pelegrin
Alberta Pfeifer*
Linda Prib
June Puchy
James & Barbara Randall
Tammy L. Raybuck-Gavin &
Patrick Gavin
Richard J. Reed
Kenneth* & Eleanore Robinson
Gloria J. Rogers
Miriam Rutz
David & Annette Schell
Marjorie Schultz
Donald S. & Joan M. Selle
Harvey & Jean Slagle
Margaret C. Smith
Mary C. Soptich
John & Michele Stevens
Ward & Miriam* Thiel
Mary A. Thomas, MD
Horace & Marjorie Thompson
Pauline M. Thurman
Margaret Tippit
Helen M. Troha*
Minerva F. Vaughan*
Elaine C. Voyer
Ethel G. Weiman*
Kerri L. Whitehouse
Robert & Margaret Widmar
Miriam L. Wilson
Joseph* & Ethel Yassany
Irene M. Yeran
Mr. & Mrs. Robert I. Young
Cape May
Donald* D. & Martha A. Bernard
Robert A. & Eunice M. Byler
William A. & Marjorie J. Carey
Mary E. Cochran
Elizabeth A. Evans
James & Sherrill Graham
Walter* & Grace Nichols
Bill & Ruby Ostermeier
Judi A. Pohlmeyer
Lynn & Irene Rainsberger
Dorothy Love
Anonymous (4)
Douglas Wilson Allinger
Patricia K. Atwood
Jane S. Babbitt
Helen L. Becker*
Mary E. Becker Charitable Trust
Nancy Beckman
William W. Billing
Robert & Sigrid Brackney
Mary J. Bradlee
Irvin & Elma Brown
Jack* D. & Peggy A. Brown
Margaret L. Burns & Catherine M.
Truster
Oskar & Charlotte Buschmann
Fund
Penny & Tom Clark
Charles C. Cuppy
Larry W. & Hazel A. Donahue
Frances Dragonette
Eugene* & Nila Elsass
Timothy & Cynthia Fisher
Arthur B. Fortney
Paul & Wilma Gahagan
Elinor Gattshall
Marilyn George
Emory H. & Gwen E. Grove
William J. Hannum
Memorial Fund
Hannah Hardy*
Hunter Family Fund Trust of the
Troy Foundation
Milton* & Josephine Jahoda
Ray & Louise Koenig
Belinda & Charles Lawson
Henrietta J. Livermore
Myron & Jeanne Maxson
Marilyn McCarthy
Wilfred & Wilma* McCoy
Jeanne Mears
Patrick & Carol Milligan
Daniel J. & Richele O’Connor
Rosemary Ovenden Trusts (2)
Thomas & Marlene* Powers
Lura Richmond
Ann & Ted Roller
Dennis & Donnajean Ruble
Herbert* & Antoinette Schlater
Carl L. Schulz
Deborah Sherman-Ring
Florence S. Shine
Tom & Sandy Shoemaker
Maxine Spencer
Sara E. Stanfield
Marie E. Stevens
Helen Stump
Merlin J. & Elaine E. Tangeman
Esther M. Tirey
Ron & Hertha Vice
Tom & Polly Watkins
Dr. & Mrs. Walter Whayne Webb
Memorial Fund
Marabelle J. Wiehe
Howard & Betty Yanda
Joseph Herman & Ruth A. Yoder
Memorial Fund
Virginia M. Zeller
Lake Vista
Charles & Madeline Bradford
Naudeen B. Burr
Shirley M. Dorman
Norman & Rachel Downing
Eugene & Elinor Holly
Glen & Betty Sanzenbacher
Stan & Joyce Seagle
Llanfair
Anonymous (4)
Josephine Barker
Marsha Emmons Bell
Mary Lou A. Bellows
Jennifer Blake
E. Lloyd Bohnenkamper*
Marion Brant
Marcia K. Cahall
Nancy Conroy
James E. & Ann S. Eddy
Judith Fadden
Anne Louise Gatliff
Ruth Hartzell
Mary C. Heidenreich
C. Leroy & Gladys* Heinlein
Mary D. Hock Trust
Gary Huber
Vernice M. Huneke
Margaret E. Hyer
Kathleen Kiefer
Marilyn J. Kiefer
Alva* & Katherine* Kipp
Elizabeth Kochheiser
Janice Ledford
George Lemich
Howard & Beryl* McClary
Carmen A. Mockrud
Sheena M. Parton
J. M. & Catherine* Pollock
Glenn & Lana Rogers
John & Betty Roosa
Francis B. & Ruth F. Rosevear
Carol Saylor
Steve Schmitz
Mark & Phyllis Schoenberger
Else L. Schulze Charitable Trust
Chester* & Dorothy* Shotwell
Miranda Sitchanoff
Sara P. Smith
Judy Sweeney
Nancy L. Thomas
Betty Tognozzi
Brian Voegele
Edward R. Wells
Mount Pleasant
Anonymous (4)
James* & Bertha Anderson
Ralph Augspurger Trust
F. William* & Martha Barnes
Margaret A. Bissell
Charles* G. & Clara K. Boyle
Margaret Brackney
Josephine Brandenburg
Charitable Trust
Charles & Geneva Brebner
Louis* J. & Virginia* T. Brown
James & Viola Bruner
Niel & Meredith Buckley
Eva Chapman Trust
Dean & Lorene Chenault
Memorial Fund
Michael Dannis
George* & Mary Jane* Davis
John K. & Ann Elizabeth Donaldson
Walter B. Evans
Kathie S. Gannon
Mary Nell Griffin*
David E. Gross
Charles & Marian Hattery
George* & Lois* Henkle
Russell E. & Ellen T. Huston Fund
Leslie J. & Elsie L. Kump
Charles E. & June* Leasure
William B. & V. Nadine
Maitland Trust
Margot Marples
Margaret L. Matson
Mary C. Maurer
Beatrice McClellan
Verla McClure
Barbara A. Mearns*
J. James & Carol Pearce
Jeanne V. Pendery
Robert G. & Helen* B. Prickett
Gene & Mary Alice Roberts
Jane B. Robinson
James B. Roosa
William L. & Jeanne Sandston
Pauline Schmidt
Hugo & Marianne Schumacher
William* C. & Janet Shannon
Robert & Dorothy Shaw
Patricia Skimming
Olive Ruth Smith
Marian Snook Endowment Fund
Ruth C. Stephenson
Josephine Thomas
Mr. & Mrs. H. L. Torstveit
Kathryn D. Wadleigh
Dr. & Mrs. Walter Whayne Webb
Memorial Fund
Ray & Sue Welty
Abby Whitesell
Elizabeth Wiley
Lineta H. Wilkins
Ruth Yinger
Park Vista
Anonymous (3)
Charles* & Virginia Axtmann
Harriet E. Broward
David* D. & Velma Davis
Mildred G. Dyke
Annelies R. Dziadzka
Douglas & Joan Everett
Clarence Goterba*
E. Thomas* & Helen Harnish
Jack* & Jaye Harris
Mary Harvey
Jane Haynam
Ruth V. Jones
Thomas D. Kepler
Carl* A. & Ruth* N. Knittel+
Ruth E. Kyle
Marion C. Lange Memorial Fund
Isaac P. Lewis Memorial Fund
Mr. & Mrs. Peter Mapes
James R. McAuley
Mary Jane McClurg
James & Mary McFarlin
Foundation
William M. Neckerman, Jr.
Mary Neff
Ellen C. Newman
Eugene & June Osborne
Lawrence* E. & Martha Pogue
Howard Probert*
Rosa Pushka
Paul & Evelyn Richell
Alice E. Rowney
Mary Alice Schaff
Elizabeth Schwartz+
Yvette D. Stanley
Jean G. Steele
Virginia A. Thompson
Lorene A. Troxell
Mr. & Mrs. Dale Walton
Memorial Fund
Ralph E. & Helen Yingst
Rockynol
Anonymous (1)
Frank H. Becker
Leslie Belfance
Sue Ann Benedict & Robin Wicks
Thomas W. & Patricia A. Blazey
Martha E. Boyle
Lois W. Brock
Edward* & Maurine* Carr
Eileen J. Crist
Bonnie Dohner
Hope E. Everhart
Mary Fairchild
S. Margaret Gallagher Fund
Jessica Goff
Kara Hanzie
Jocelyn M. Jenkins
William* R. & Betty S. Jewell
Kathryn Katzenmeyer
Ted & Alice Kersker
Robert N. MacCallum
Doris A. MacDonald
Vincent* & Dorothy Morgan
Tracey Nauer
Martha Louise Nelson*
Basil J. & Anne Scafidi Trust
Helen M. Schultz
Hope Grunder Seese*
Anna M. Shean+
Freda M. Simpson
Robert Meriwether & Ruth
Ellen Smith
G. Alan & Louise G. Spaulding
Charles A. & Helen S. White, Jr.
Ida D. Wong
Anita L. Young
Swan Creek
William L. Adler*
Elizabeth A. Alley
June W. Baker
William W. Barnard
Debbie Brisbin
Mrs. Marjorie Bristow
Kathleen Brule’
Rilma Buckman+
Beth J. Burman
William Cameron+
Humbert & Donna Conner
Kimberly T. Danes
Edwin & Mary* Durivage
Richard* & Nancie Entenmann
Verna K. Evanoff
Donald G. Flickinger* &
Marilyn L. Miller
Emily Frisbee
Edward & Mary Gouvier
Howard* & Lois L. Grasser
Arthur Havens*
21
Living Legacy Society Continued
22
Margaret E. Herbert
Alice D. Howell
Frances Jackson
Theodore & Phyllis* Jenkins
Severn* & Catharine Joyce
Neva B. Karl
M. Richard Knight
Mrs. Jean L. Knudel
Marjorie Kohler
Mr. Parke B. Lamb, Jr.*
Sarah C. Laughlin
James* & June Limbird
Eleanor Longbrake
Eunice B. Luelf*
Benjamin F. & Martha K. Marsh
John O. Meloy
Deborah R. Merritt
Connie Momsen
Jean Morgan
David Napierala
Erika Nedeski
Joseph* & Phyllis Provenzano
Jeanne Reed
Betty Reynolds
Martin* R. & Norma E. Ruehle
Margaret Schneider
Mrs. Vicki Sorgenfrei
William B. Tanner*
The Vineyard
on Catawba
Robert J. Bredbeck
Lloyd* & Jeanne Kirby
Anne Crowe
Clarence Crowe
Westminster-Thurber
Anonymous (3)
Lucille M. Anderson
Malcolm & Carmen Ator
Nancy P. Baum
Patricia Caston
Betty Chapin
Beatrice J. Cleveland
Nancy S. Cooper
Carol Jane Cross
Melissa A. Dardinger
Bruce Davis
Aubrey Degraw
Jesse D. Degraw
Patricia L. Dineen
Miss Jessie Draden
Memorial Fund
Velma V. Everhart
Mr. & Mrs. Michael Ford
Lillian K. Fornof
Barbara A. Frautschi
Carson & Helen Haney
Edna G. Harrison
Jennifer L. Hemmerlein+
Robert G. & Helen W. Hoehl
Frank* & Mabel* Irvine
Dr. Pamela Jones-Morton
Robert & Jean H. Keitz
Ruby I. Koerper
Steven & Sarah LeMoine
Charles Lindabury
Miller S. Makey, Sr.
George & Jeanne Manser
Robert & Shirley Maurath
Phyllis R. Meadows
Robert Merkle
Leona Mithoff Fund
David* & Sue Mooney
Howard & Doris Moye
Mary Munn
Nancy Munn*
Jane & Peter* Mykrantz
Kennard & Roberta Nelson
Judi Pohlmeyer
Geraldine G. Price
James D. & Evalyn* P. Roehm
Jo Schmidt
John F. Schoedinger Fund
William O. Schoedinger
Robert & Sandra Simpson
Edward A. Smith
Joan M. St. James
James A. Stuckey
Mary Jane Tschappat
Pearl A. Wagner Fund
Glen & Alice Wallace
Margaret E. Ward
Audrey S. Warner
Eleanor P. Waterloo
Elizabeth C. White
H. Art Williams
Patricia Wilson
Doris P. Wipert
Kenneth & Elnora Wood
Statewide Campus
Support
Fredrick B. & Susan L. Ball
Rev. Glen H. & Shirley Beito
Gronlund
Harold* & Agnes Hamilton
Thomas & Sandra Hofmann
David & Rayna Kaasa
Kenneth & Caryl Kemper
Bruce Palenske
Senior Independence
Locations
AC = Akron/Canton
ASC= Anderson Senior Center
CO = Central Ohio
GC = Greater Cleveland
GT =Greater Toledo
MA = Mahoning Valley
MI = Miami Valley
SW = Southwest Ohio
Statewide
Robert L. Dardinger (CO)
Enid M. Green (AC)
Anne Johnson & David
Campbell (CO)
External Trusts
Trusts are enduring. They provide annual income to benefit OPRS
and the older adults it serves.
Horizon Level Recognizing external trusts
that have provided $1,000,000 or more to OPRS
Breckenridge
Norbert A. Lange Trust
Park Vista
Anne Kilcawley Christman Charitable Foundation
Arnold D. & Helen R. Stambaugh Charitable Foundation
Dorothy Love
Mary E. Becker Charitable Trust
Oskar & Charlotte Buschmann
Fund
William J. Hannum Memorial
Fund
Hunter Family Fund Trust of
The Troy Foundation
Rosemary Ovenden Trusts (2)
Dr. & Mrs. Walter Whayne Webb
Memorial Fund
Joseph Herman & Ruth A. Yoder
Memorial Fund
Llanfair
Mary D. Hock Trust
Else L. Schulze Charitable Trust
Mount Pleasant
Josephine Brandenburg
Charitable Trust
Eva Chapman Trust
Dean & Lorene Chenault
Memorial Fund
Russell E. & Ellen T. Huston Fund
William B. & V. Nadine
Maitland Trust
Marian Snook Endowment Fund
Dr. & Mrs. Walter Whayne Webb
Memorial Fund
Park Vista
Marion C. Lange Memorial Fund
Isaac P. Lewis
Memorial Fund
James & Mary McFarlin
Foundation
Mr. & Mrs. Dale Walton
Memorial Fund
Rockynol
S. Margaret Gallagher Fund
Basil J. & Anne Scafidi Trust
Westminster-Thurber
Miss Jessie Draden
Memorial Fund
Leona Mithoff Fund
John F. Schoedinger Fund
Pearl A. Wagner Fund
New trusts in red
23
President’s Club
Visionary ...........$100,000 and up
Benefactor..... $50,000 to $99,999
Leader............. $25,000 to $49,999
Founder...........$10,000 to $24,999
Investor............... $5,000 to $9,999
Director ..............$2,500 to $4,999
Member............... $1,000 to $2,499
* Deceased members at time of printing
+ Members whose qualifying gifts
were designated for both a campus
and Senior Independence, or to
multiple campus locations
24
Breckenridge
Visionary
Anne M. Clapp
Benefactor
Norbert A. Lange Trust
Jerome T. Osborne
Leader
Anonymous (1)
William A. & Jean Behnke
Donald F. & Shirley T. Hastings
Fund
Jeanne M. Patterson
Karl Prindle Charitable Lead Trust
Mary A. Thomas
Founder
Lucy Jo Atkinson
Len & Sally Elliott
Susan & John Turben Foundation
Investor
Carol & Ernest* Legris
Ruple Paving & Concrete
Recognizing cumulative cash or in-kind giving of $1,000 or more during Fiscal Year 2009.
C. Carlisle & Margaret Tippit
Charitable Trust
Anna L. Tucker
Director
Anonymous (1)
Breckenridge North Care Cards
Jack* & Betty Carter
Katherine M. Ingersoll
Member
Anonymous (1)
Arthur & Lois Armington
Charitable Fund of
The Cleveland Foundation
Ted Beltavski
Jerome & Shirley Blau
John & Elsie Blazek
Breckenridge Ridge Care Cards
Breckenridge Village Gift
Shoppe/Crafts
Jeanne L. Buckholz
Jean G. Coleman
William & Joyce Douglas
Lorraine Fende (Fende for State
Representative)
Shirley W. Gibson
Donald J. Grauer
Daniel & Eleanor Guy
Ruth A. Hanawalt
Lois W. Hann
James & Susan Hickey
Edward & Sheila Hodina
Bruce & Beth Hutton
Katherine Leihgeber+
Dorothy M. Lingle
Chuck & Jane* Mallue
Janet A. Mann
Lisa Mansour+
Duane M. Mayhew
The McWilliams/Piraino Family
Foundation of the Ayco
Charitable Foundation
David & Susan Mills
John P. Murphy Foundation
Dolores M. Murray
Richard Peabody
Richard J. Reed+
Merry & Gregory Poe
Kenneth D. & Pauline M.
Rittenhouse+
Eleanore K. Robinson
James & Anna Rosenberger
Fred C. Rutz Foundation
Dick & Gail Sabo
David & Annette Schell
Sara Schoppenhorst & Betty Hum
Betty H. Schweitzer
Donald & Joan Selle
Roger & Cheri Shumaker+
The South Waite Foundation
AJ & Dorothy Thomas
John & Kathleen Tuttle
Elaine C. Voyer
Willoughby Rotary Foundation
Ernest & Helen Wilson
John & Sylvia Yankey
Frederick & Jacqueline Yocum
Cape May
Leader
Irvin Brandehoff
Member
Geraldine M. Bausch
Sarah Boehle
Foster J. Boyd
Cape May Employees & Staff
Cape May Retirement Village
Residents Association
James & Sherrill Graham
Katharine B. McMillan
Fred A. Murphy
Darleen Myers
Grace E. Nichols
Frank & Robin Seaver
Thelma L. Settlemyre*
Dorothy Love
Benefactor
Lee & Jo Ann Kuhlman
Founder
Raphael A. & Barbara B.
Echemann
Thomas B. & Elizabeth K.
Herrlinger
Rosemary Ovenden
Charitable Trust
Tom & Sandy Shoemaker
Investor
Alma Allinger
Oskar & Charlotte Buschmann
Fund of the Troy Foundation
Emerson Climate
Technologies, Inc.+
Inez & Joel Phillips
Thomas & Marlene* Powers
Robert & Thelma Sargeant
William J. & Jacqueline M. Snow
Esther Tirey
Thomas & Judith Westerheide
Joseph Herman & Ruth A. Yoder
Memorial Fund
Director
Mary E. Becker Charitable Trust
Karl & Judy Bemus
Carol & Walt Bennett
Dorothy Love Auxiliary
Nolan Fisher
The George R. Gardner
Foundation, Inc.
Scott J. Hinsch, Sr.
Hunter Family Fund Trust of
The Troy Foundation
M. June Kauffman
Richard & Nancy Roeth Family
Frederick C. & Gay E. Smith
Member
Allinger & Company, Inc.
Amos Press
Frank & Virginia Bazler
John & Jan Beigel
Betty Z. Bennett
William W. Billing
Bruce & Judi Boyd
Cheryl & Jim Boyer
Elma & Irvin Brown
Charles E. & Rise M. Cochran
Dorothy Love Church
Service Fund
Dorothy Love Crafters
Bonnie Duff
Mark & Lynne Dunham
Harry & Bonnie Faulkner
First Presbyterian Church
of Norwalk
First Presbyterian Church of Troy
Fultz Warehouse Carpets
Thomas & Carolyn Hay
Ralph L. & Mary J. Helman
Stephen & Michele Hunter
Josephine M. Jahoda
Maxine Kauffman*
Kauffman Family Foundation, Inc.
Ella M. Kuck
Wilfred A. & Wilma* McCoy
Earle & Mari Jane Mead
Martha & Tom Milligan
Monarch Legacy Fund of
The Community Foundation
of Shelby County
Peoples Federal Savings & Loan
Glen & Vanis Phillips
Harold W. Roeth & Luella M. Roeth
Ann & Ted Roller+
Dennis & Donnajean Ruble
Deborah J. Sherman-Ring
David & Julie Shuffelton
Sidney Floors & Interiors, Inc.
Wilma G. Sigg
Thermoseal, Inc.
Tom & Polly Watkins
Dr. & Mrs. Walter Whayne Webb
Memorial Fund+
Lake Vista
Founder
Jane W. Haynam+
Investor
George (Leo) & Irene Winger
Director
Stan & Joyce Seagle
Member
Anonymous (1)
Barbara Frasco
James & Debra Hagarty+
Eugene & Elinor Holley
Kelvin & Marilyn Kramp
Lake Vista Residents Association
Daniel H. Moser
Dorothy A. Philipp
Llanfair
Benefactor
James C. Abbott
Else L. Schulze Charitable Trust
Founder
Joseph* M. & Marie A. George
Esther Gibson Lawhon*
Edward R. Wells
Investor
The Abbihl-Ahrens Fund of The
Cambridge Charitable Foundation
Covenant First Presbyterian
Church
CY Inc. Over 70 Foundation
Annette Liebing
Llanfair Crafters & Woodshop
Director
Anonymous (1)
Mary Lou Bellows
Ruth E. Fox
Mary C. Heidenreich
Knox Presbyterian Church
Madeira-Silverwood Presbyterian
Church
Virgil Seibert
J. Frederick & Helen B. Vogel Trust
Member
Anonymous (1)
Josephine Barker
Anne Louise Gatliff
Donald E. & Donna C.
Hoffman Fund
Burton & Florence Holthus
Margaret E. Hyer
Mary Ann Jacobs
Thelma M. Lindner
C. Raymond & Mary Lu Mauer
Olive McDonald
Bruce B. & Rosemary Moorhead
Mt. Auburn Presbyterian Church
Women’s Association
Pleasant Ridge Presbyterian
Church
Francis & Ruth Rosevear
Charles & Carol Schlegel+
Mark & Phyllis Schoenberger
Elsa A. Shirk
Jane M. Thompson
Monica Woodruff
Mount Pleasant
Leader
Russell E. & Ellen T. Huston Fund
Founder
Dean & Lorene Chenault
Memorial Fund
William B. & V. Nadine
Maitland Trust
Norma M. Nossokoff
Marian Snook External Trust
Investor
Breitenbach, McCoy-Leffler
Funeral Home, Inc.
Faye Carey
Director
Nancy Cork
James & Mary Jean Kleingers
William K. & Judy D. McCormick
John & Jennifer Ridge
Member
Anonymous (1)
James & Joan Akers
Margaret A. Bissell
Pat Bowman
Josephine Brandenburg
External Trust
James P. & Viola R. Bruner
Eva Chapman Trust
Charles & Barbara Chappell
Theodore & Margaret Coberly
Sharyn Edelen
First Presbyterian Church of
Middletown
Florence J. Hofmann
Howard & Shirley Hollingshead
Margot Marples+
Verla B. McClure
Mary Leach McKibben
Oxford Presbyterian Church
Bill K. Parnell & Dorothy E. Parnell
The Donald L. & J. Raylene
Pelfrey Family Advised Fund
John & Nancy Peterson
William & Lois Philips
Mary Ellen Purkrabek
Teresa Schofield
Hugo H. & Marianne M.
Schumacher
Drew K. Selvar
William* & Janet Shannon
Kenneth & Joyce* Shinn
Robert C. Simpson
Susan Stamm+
Joan Stonitsch
Josephine Stonitsch*
Dorcas L. Weidner
Barbara J. Wohlhueter
Women of Fairmont
Presbyterian Church+
Ruth Yinger
Park Vista
Visionary
Anne K. Christman Charitable
Foundation
Benefactor
David J. Rees
The Schmutz Family
Helen Stambaugh
Arnold D. & Helen R. Stambaugh
Charitable Foundation
Leader
John D. Finnegan Foundation
Mary Alice Schaff
The Youngstown Foundation
Founder
Charlotte C. Gelhaar
Ruth E. Kyle
James & Mary McFarlin
Foundation
Investor
William M. Neckerman, Jr.
Mary Neff
The Edward W. Powers
Charitable Fund
Yvette D. Stanley
Member
Karen Anobile
Virginia Axtmann
Charles B. Crouse
Elizabeth E. Gurley
Helen I. Harnish
June E. Harris+
Mary Harvey
Warren D. Jensen
Roger & Gloria Jones
Knick Knackery
Brian & Susan Kolenich
John Olenik
Park Vista North
Residents Association
Marie Peterson
Poland Presbyterian Church
Howard A. & Sally A. Seeds
Mary B. Smith
Nancy B. Tod
Tod Foundation
James W. Williamson
Warren P. Williamson Jr. Fund of
The Youngstown Foundation
J. Brann & Judith Young
Rockynol
Founder
Eugene K. Fouse Charitable
Lead Unitrust
Investor
The M.G. O’Neil Foundation
Basil J. & Anne L. Scafidi
Charitable Trust
J. Terry Taylor*
Director
The Mary S. & David C.
Corbin Foundation
25
President’s Club Continued
Karen W. & William R. Feth
Catherine S. Maxwell
Martha W. Wilson
Member
Anonymous (1)
Thomas O. Brooker
Lisle M. Buckingham
Endowment Fund of the
Akron Community Foundation
Henry & Nancy Burmeister
Ruth Fort
S. Margaret Gallagher Fund
Neva I. Humphreys
James A. Kehrle
Rockynol Auxiliary
Rockynote Cardcrafters
Anna M. Shean
C. Eugene & Betty Ann Stalnaker
Arthur V. Tucker, Jr.
Diane Walker
26 Swan Creek
Founder
Anonymous (1)
Marjorie Bristow
Roy & Marie Fink
Viva P. Gallaher
James* & June Limbird
Benjamin F. & Martha K. Marsh
Elizabeth* K. & John Meloy
Replogle Family Foundation
Investor
Mike & Carol Anderson
Alice Kells
Philip & Judy Kuebbeler+
Joseph* & Phyllis Provenzano
Doris Stifel
Director
Anonymous (1)
June W. Baker
William A. Cameron
Anne C. Cushnie
William & Jeanne Dennler
Dunbar Mechanical Inc.
Rebecca A. Goranson
Charles & Paula Hauck
Theodore G. Jenkins
Bob & Ruth Strohbeck
Swan Creek Resident Association
Gifts ‘N More
Walgreens Drug Store
Richard Whitbeck
Member
Dick & Fran Anderson Fund of
the Toledo Community
Foundation
Kimberly T. Danes+
Charles J. & Sharon A. Dendinger
Denise Getzinger
Edward & Mary Gouvier
John & Margaret Grigsby
John & Sarah Howard
M. Richard Knight
I. Joanne Kolasinski
Richard & Sheila Krieger
Alice Krzyzaniak
Joanne Malikowski
Jeanne H. Reed
William E. Sala*
Donald Saunders
Fern I. Schultz
Elizabeth Sido
Swan Creek Resident Association
George M. Taoka
L. Jack & Carolyn Wells
The Vineyard
on Catawba
Member
Kenneth Mohler
Westminster-Thurber
Benefactor
Dorothy J. Miesse
Leader
Anonymous (1)
The Reinberger Foundation
John F. Schoedinger Fund
Founder
Bruner Corporation
Velma V. Everhart
Barbara Frautschi
InVentiv Health Inc.
Charles H. Meng
Leona B. Mithoff Fund of
The Columbus Foundation
Peter* S. & Jane P. Mykrantz
Geraldine G. Price
Investor
Barbara B. Bootes
Richard & Nancy Buehler
Thomas F. Gorman*
James D. Roehm
Eleanor Waterloo
Director
Anonymous (1)
Robert & Helen Hoehl
Carolyn D. Mooney+
The William P. Tracy Fund of
The Columbus Foundation
Glen D. & Alice M. Wallace
Westminster-Thurber Community
Resident Association
Helen R. Wood
Member
Anonymous (1)
Charles & Ione Arrick
Malcolm & Carmen Ator
Boulevard Presbyterian
Church of Columbus
Sandra R. Byers
Don & Ann Casto
Beatrice J. Cleveland
Patricia L. Dineen
William & Susan Gillam+
Susan S. Kindig
Nicky Knepp
Ruby I. Koerper
Steven C. & Sarabeth K. LeMoine
Charles A. Lindabury
Robert E. & Shirley W. Maurath
Mary E. Munn
David & Louise Pence
Herman J. Rehder
Thomas & Lisa Ridgley
Dorothy N. Sears
Robert & Sandra Simpson+
Carol E. Smith
John & Patricia Strick
James A. Stuckey
Mary Jean Swenson
Margaret E. Ward
David J. & Barbara A. Weltner
Thurber Tower Handcrafters
Elizabeth White
Robert W. & Margaret D. White
David C. Will
H. Art Williams
Worthington Presbyterian Church
Westminster-Thurber
Community Chapel Fund
Statewide Campus
Support
Investor
Thomas G. & Sandra J. Hofmann+
David & Rayna Kaasa+
Kenneth & Caryl Kemper+
Director
Rodney L. & Cheryl S. Crist
Member
Fredrick B. & Susan L. Ball+
Roger & Susan Bloomfield
Eric & Melissa Dardinger+
Anne P. Johnson & David
Campbell+
Terry & Chris McKenzie
Daniel J. & Richele O’Connor+
Connie Tostevin
Dana Ullom-Vucelich+
Sue Welty+
Senior Independence
Locations
AC = Akron/Canton
ASC= Anderson Senior Center
CO = Central Ohio
GC = Greater Cleveland
GT =Greater Toledo
MA = Mahoning Valley
MI = Miami Valley
SW = Southwest Ohio
Statewide
Visionary
Central Ohio Area Agency
on Aging (CO)+
Council on Aging of
Southwestern Ohio (SW)
Ohio Department of
Transportation (CO, GC, SW)
United Way of Central Ohio (CO)+
Benefactor
Conover Trust (SW)
Franklin County Department of
Job & Family Services (CO)
Ohio Department of Education
(Statewide)
Leader
Area Agency on Aging, II (MA)
The Elroy J. & Fynette H. Kulas
Fund of The Cleveland
Foundation (GC)
Harry C. Moores Foundation (CO)
The Murch Foundation (GC)+
Founder
Douglas C. MacDonald &
Marguerite C. MacDonald
Fund of The Cleveland
Foundation (GC)
National City Bank, now a
part of PNC (CO)
Western Reserve Area Agency
on Aging (GC)
The Youngstown Foundation (MA)+
Investor
AT&T (MA)
The Ruth H. Beecher Charitable
Trust (MA)
Teresa Hazucha (CO)
Lehner Family Foundation Trust (AC)
Mahoning County
Commissioners (MA)
The Sisler McFawn
Foundation (AC)
United Way of Lake County (GC)
Walter E. & Carolyn H. Watson
Foundation (MA)
Director
Anderson Hills Women’s Club (ASC)
David & Nancy King (Statewide)+
Howard C. McClary (SW)
Shields, Blice & Company (AC)
The Spaulding Foundation (SW)
Member
Anonymous (1) (ASC)
Cincinnati Poker Club (ASC)
Della B. Gardner Charitable Trust (SW)
Rev. Glen H. & Shirley Beito
Gronlund (Statewide)
Betty H. Hoewischer (MI)
Mary Houze (GC)+
Kent & Elizabeth Kochheiser (SW)+
William C. Leiter (CO)
William Lucas (CO)
Mildred S. Mentzer Trust (CO)
Patricia A. Meyer (GC)+
Miller-Valentine-Walsh Fund (MI)
Richard A. & Nancy A. Munafo (SW)
Reynolds & Reynolds Associate
Foundation (MI)
Richard C. Sensenbrenner (CO)
Stark Community Foundation (AC)
United Way of New York City (CO)
Wells Fargo Insurance Services
of Ohio, LLC (CO)
Our mission
is to provide
older adults
with caring and quality services
toward the enhancement of
physical, mental
and spiritual well-being
consistent with
the Christian Gospel.
27
Thank You
We gratefully acknowledge our donors for their support and generosity. Every effort has been
made to accurately recognize our donors. If any errors have occurred, please accept our sincere
apology and contact the Foundation office with any corrections at 614-888-7800 or 800-686-7800.
2009 Leadership
28
Midwest Presbyterian Senior
Services Board of Directors
Ohio Presbyterian Retirement
Services Board of Directors
OPRS Foundation Board
of Directors
Front Row: (left to right) Frederick C. Smith III
(Chair), Sandra R. Byers (Vice Chair),
Donald L. Malone (Assistant Treasurer),
Amy J. Roscoe (Assistant Secretary)
Front Row: (left to right) Amy J. Roscoe (Assistant
Secretary), Donald L. Malone (Assistant Treasurer),
Sandra R. Byers (Vice Chair), Frederick C. Smith III
(Chair)
Front Row: (left to right) Richard S. Reesey,
Cheryl A. Boyer (Chair), Jean E. Evans (Vice Chair),
William Dennler
Middle Row: Theodore G. Jenkins, Robert H.
Fischer, Judy D. McCormick, Edna D. Pincham,
Cheryl A. Boyer, Richard A. Krieger, Mary Harvey,
Charles Schlegel
Middle Row: Judy D. McCormick, Theodore G.
Jenkins, Robert H. Fischer, Edna D. Pincham,
Richard A. Krieger, Mary Harvey, Charles Schlegel
Back Row: Kassim Mahdi, Daniel W. Goronzy,
W. Patrick Winton, M. Richard Knight,
Howard J. Moye, John A. Peterson,
Ted W. Karchner, Charles E. Cochran
Back Row: Kassim Mahdi, Daniel W. Goronzy,
John A. Peterson, M. Richard Knight,
Howard J. Moye, W. Patrick Winton, Ted W. Karchner,
Charles E. Cochran
Middle Row: Rev. James Graham, Elizabeth
Ann Evans, Pauline M. Jernberg, James P. Bruner,
Louise Pence, Michelle B. Tognetti, Patricia Cash,
David J. Kaasa (OPRS President/CEO)
Back Row: William R. Gillam, Edward S. Markel,
Richard W. Mack, Stephen B. Croake, Benjamin F.
Marsh, Donald E. Hoffman
(Not pictured: Stanley R. Seagle and James H. Sisek)
We Believe...
in inclusiveness. We are open to residents, clients, staff,
and volunteers without discrimination of any kind.
in a high ethical standard. Not only do we hold
ourselves to the letter but also to the spirit of the law in all
tasks and relationships.
our reputation for high quality and caring service is our
most valuable asset. We strive to make excellence the mark in
all that we do.
that dedicated staff and volunteers are the key to providing
high quality and caring service. The chief responsibility of
management is to help them succeed in their efforts.
in respect for all whom we serve. We guard privacy, dignity,
independence, and safety to the best of our ability.
in responsiveness to those whom we serve and who serve
with us. We provide opportunity for them to voice their
concerns and make suggestions.
in the necessity of innovation. We encourage everyone
in the organization to take initiative, be creative, and
constantly improve.
that effective communication among ourselves, our
constituencies, and the public is essential to success. We work
continually to upgrade our communications.
in financial stability. We always assure financial capability
to support the services we have chosen to pursue.
in being a good neighbor. We cooperate in benefiting
community welfare wherever we serve.
It is the policy of OPRS that no person, based on the grounds of race, color, creed,
religion, national origin, age, sex, or handicap, be denied the benefits of or be subjected
to discrimination under any of our programs, activities, financial assistance programs,
admission policies, training programs, or employment practices.
29
Locations and Services
Ohio Presbyterian Retirement Services is the largest and most experienced
not-for-profit provider of continuing care retirement communities and
services in Ohio.
9
1
2
Cape May
Retirement Village
Wilmington
(937) 382-2995
3
Dorothy Love
Retirement
Community*
Sidney
(937) 498-2391
4
1001 Kingsmill Parkway, Columbus, Ohio 43229
(614) 888-7800 • (800) 686-7800 • www.oprs.org
Breckenridge Village*
Willoughby
(440) 942-4342
Lake Vista of Cortland
Cortland
(330) 638-2420
5
Llanfair Retirement
Community*
Cincinnati
(513) 681-4230
6
Mount Pleasant
Retirement Village*
Monroe
(513) 539-7391
7
8
9
Park Vista Retirement
Community*
Youngstown
(330) 746-2944
Rockynol*
Akron
(330) 867-2150
Swan Creek
Retirement Village*
Toledo
(419) 865-4445
10
The Vineyard
on Catawba
Port Clinton
(419) 797-3100
11
Westminster-Thurber
Community*
Columbus
(614) 228-8888
A division of OPRS, Senior
Independence provides Home and
Community Based Services in
42 Ohio counties, (800) 686-7800
* Accredited by the Commission on Accreditation of Rehabilitation Facilities (CARF) – Continuing Care
Accreditation Commission (CCAC) of the American Association of Homes & Services for the Aging (AAHSA).