OPRSBuilding on Strengths Positioning for the Future

Transcription

OPRS
Corporate Annual Report
Fiscal Year 2010
Building on Strengths Positioning for the Future
In fiscal year 2010, OPRS achieved its
highest level of operational results ever, as well
as maintained a 93.23% Continuing Care
Retirement Community (CCRC) occupancy
level on 2,972 available units. The first phase
of Breckenridge Village at Grace Woods, a
satellite campus of Breckenridge Village, was
completed, adding 68 Brownstone apartment
homes in two buildings. Also, major renovation
to the Westminster Terrace building at
Westminster-Thurber Community was finished,
and work was continued on the aquatic
therapy pool at Park Vista of Youngstown.
Senior Independence expanded by
serving over 85,800 clients, and more than
doubled its hospice volume. In October 2009,
Senior Independence signed its first two
ipartners, Kendal Northern Ohio and
Westminster Canterbury of Lynchburg, Virginia.
Also, Senior Independence’s iCaregiver
Guide won “Best of Show” in the National
Mature Media Awards. The Central Ohio and
Greater Cleveland Regions were named to the
HomeCare Elite list, which recognizes the top
25% of the nation’s home health agencies.
The OPRS Foundation raised $6.8 million
in total giving, and after a two-year decline,
assets rebounded by more than $2.5 million.
Thanks to donors’ generosity, outcomes from
The Mission, The Vision, The Promise Capital
Campaign continued to be seen, with four
groundbreakings and one dedication
taking place in fiscal year 2010. The Board
of Directors also approved an endowment
campaign for Breckenridge Village to begin
in fiscal year 2011.
Ohio Presbyterian Retirement Services (OPRS)
prides itself on being an organization that consistently aims to enhance the lives
of our residents and clients, making sure we provide them with the best caring
and quality services. This goal has been at the heart of the OPRS mission
since our organization’s inception and has been a driving factor to continue
building on our strengths.
In a year when the market and economy were once again questionable,
OPRS demonstrated its strength in a number of different ways. Our
CCRCs had higher occupancy rates than both the state and national
averages, which drove our growth and development structurally and
programmatically. Also, OPRS prepared for a restructuring of the
company that was effective July 1, 2010. Through this change, Ohio
Presbyterian Retirement Services became the official name of the parent
company with three wholly owned subsidiary companies underneath:
OPRS Communities, Senior Independence and Ohio Presbyterian
Retirement Services Foundation.
David J. Kaasa President/CEO
Through our enhancements, expansions and restructuring, OPRS
is able to offer quality services to more people and better serve older
adults wherever they live. As we continue to build on our strengths
and position ourselves for the future, we look forward to sharing our
journey with you.
Sandra R. Byers Board Chair
Since its founding in 1922, OPRS has
worked hard to live out its mission of providing older adults with
the best in caring and quality services. As a company, OPRS holds
itself, and all those affiliated, accountable for their actions. That’s
why OPRS has made it a priority to continue enhancing its ethics
and compliance efforts, which help to promote education and the
resolution of all compliance issues. The organization also 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 exceptional morals, thus upholding and expanding its high
standards of care for future generations of residents and clients.
Another way in which OPRS is advancing
is through its ardent dedication to social
accountability, the community benefit it
provides above and beyond the services
that are paid for. Through OPRS’ efforts this
past year, $13,569,950 was given back
in total community benefit. The highlights
and stories of OPRS’ social accountability
can be found in a separate report, Doing
the Right Thing, a companion piece to the
OPRS annual report.
2 • 2010 OPRS Annual Report
Have the
courage to say no.
Have the courage
to face the
truth.
Do the right
thing because
These are
it is right.
the magic keys
to living
your life with
integrity.
2010 OPRS Annual Report • 3
Ongoing Operational Improvement
Although fiscal year 2010 was another
difficult year for the economy and the long term
care industry, OPRS generated very positive
operating results from both of its operating
divisions.
Fiscal year 2010 generated a $4,686,000
operational gain. The two operating components
of Midwest Presbyterian Senior Services, the
CCRCs and Senior Independence’s community
based services, combined to achieve the largest
operating margin in OPRS’ recorded history!
OPRS also continued to develop and execute
new projects funded from a 2006 financing, as
well as operate its facilities efficiently during a
recessionary economy and ongoing real estate
decline.
The 11 fully-operating retirement communities
generated a $2,840,000 operating gain on
net revenues of $134.8 million and Senior
Independence generated an operating gain of
$1,846,000 on net revenues of $36.4 million.
We expect to continue to generate positive
operational results during fiscal year 2011.
OPRS Financial Accomplishments
The following significant accomplishments achieved during
fiscal year 2010 contributed to OPRS’ very positive operating results:
• June 2010 brought the completion of the first phase of
Breckenridge Village at Grace Woods, a satellite campus
of Breckenridge Village located in a lovely wooded
setting south of the Grace Episcopal Church. This
phase included 68 Brownstone apartment homes in
two buildings: Woodland Ridge (20 homes) and River’s
Edge (48 homes) along a scenic wooded ravine.
• Finished construction of a dining and activity addition
to The Grove Alzheimer’s unit at Llanfair Retirement
Community.
• Westminster-Thurber Community completed a major
renovation on the first floor of the Westminster Terrace
building, creating a main street setting that includes
a large Bistro Café with dining area, bank, business
office, General Store, dining room and an expanded
meeting room leading to a lovely patio area for residents
of the Westminster Terrace building. In addition to the
first floor renovation, the sixth and seventh floor assisted
living areas were also refurbished and feature a theater,
remodeled dining room and a Wii gaming area.
• Maintained CCRC occupancy levels of 93.23% on
2,972 available units during a prolonged economic
and housing downturn. This, in addition to the strong
operational performance of Senior Independence with
its hospice, home health and other programs, helped
OPRS to have strong financial results.
• Reinvested over $10.1 million generated from operations
into its existing facilities system-wide property and
equipment renovation and replacement.
• Currently expanding The Vineyard on Catawba’s
Chalet assisted living, which will enlarge the activity
areas and add an additional four assisted living suites
to the building.
Capital Expenditures (000s omitted)
$10,193
$8,678
2006
$9,222
2007
2008
$9,417
2009
$10,178
2010
• Working to complete the addition of an aquatic therapy
pool to Park Vista of Youngstown’s rehab and
therapy area in the health care center, funded by
capital campaign donations.
• Currently renovating the first floor of Thurber Tower,
Westminster-Thurber Community’s independent
living building, with a new Resident Life and Arts
Center, funded by capital campaign donations.
• Presently constructing The Veale Wellness and Aquatic
Center, which includes a therapy and lap pool, exercise/
wellness space, massage therapy area, café/meeting
area, locker rooms and a connector to the Breckenridge
Village North Apartments, funded from capital
campaign gifts.
• Began two-year renovation and expansion project
at the Breckenridge Village Fairmount Health Care
Center and Nason Assisted Living Center. This project
includes relocating the rehab therapy area and adding
eight skilled beds and six assisted living apartments.
Capital gifts are helping to fund these vital needs at
Breckenridge Village.
CONSOLIDATED BALANCE SHEETS (000s omitted)
OPRS Financial Performance
(in thousands) Year Ending June 30, 2010
Please refer to the chart to the right, which summarizes the OPRS operating results.
The following are comments specific to each operational component for fiscal year 2010:
Retirement Community Operations – The CCRCs had an actual operating
gain of $2,840,000 which varied favorably from budget by $1,698,000. Although the
CCRC corporate-wide census was below budget by 23.6 units (93.23% occupancy)
as a result of the recessionary economy, the CCRCs were able to offset the majority
of the revenue shortfall as a result of positive expense controls.
Community Based Services Operations – An actual operating gain of
$1,846,000 and a favorable budget variance of $1,311,000 was the best year
in Senior Independence’s history. The favorable budget variances were in the
hospice program statewide and operating expense savings. Please refer to the
Senior Independence section of this issue for more information on community
based services.
Non-Operating Gains (Losses) – In a difficult fundraising year, the OPRS
Foundation achieved $6,815,163 in total giving. In addition, actual investment
portfolio performance, which includes investment income, realized and unrealized
capital gains, varied favorably to budget by $2,713,345. Please refer to the OPRS
Foundation section of this issue for more information on the Foundation and its
fundraising programs.
Assets
Current Assets
Property and Equipment Net
Assets (Use Limited)
Assets (Held by Third-Party Trustees)
Other Assets
Total Assets
20102009
$143,845
$ 94,519
242,069
228,374
11,201
39,668
8,190
7,804
8,599
7,599
$ 413,904
$ 377,964
Liabilities and Net Assets
Current Liabilities
Long-Term Debt
Refundable Entrance Fees
Deferred Entrance Fee Revenues
Other Liabilities
Net Assets
$ 28,246
206,082
2,138
64,514
20,312
92,612
$ 25,893
186,207
2,138
63,915
15,777
84,034
Total Liabilities and Net Assets
$ 413,904
$ 377,964
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
20102009
$ 171,186) $ 162,740) 166,500) 159,075)
4,686)3,665)
1,939)
(3,020)
6,625)645)
5,492)(5,440)
(4,855)
(4,300)
7,262)(9,095)
2,839)5,417)
(1,523)
(1,485)
$ 8,578)
$ (5,163)
Employees
2,824
2,957
3,058
3,013
2010 Revenue Breakdown
3,056
Full-time
Community Based
Services 20%
Part-time
2006
CCRC Occupancy
94.6%
2007
95.8%
2008
94.7%
2009
93.6%
Resident Care
Medicare 10%
Resident Care
Private 57%
Resident Care
Medicaid 10%
2010
Entrance
Fees 3%
93.2%
2010 Expense Breakdown
Community Based
Services 21%
Depreciation 10%
2006
2007
2008
2009
2010
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 Operating
Fiscal Year EndedGain (Loss)
Excess (Deficit) of
Revenues Over Expenses
Nursing 27%
Community Operations
& Administration 9%
Total Assets
June 30, 2010................$4,686*.....................................$7,262)..............$413,904
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
* Net of a write-off of unamortized prepaid bond insurance of $2,404.
Culinary Services 9%
Maintenance
& Utilities 8%
Interest 4%
Corporate
Office 4%
Marketing 2%
Program Services 3%
Laundry and
Housekeeping 3%
Another year of exceptional accomplishments
Senior Independence Continues to Grow
Providing home and community based services to more than 85,000 Ohio older adults.
Ranked Among the Top 25% of Home Health Providers in the
Country – The Central Ohio and Greater Cleveland Regions were included in the
HomeCare Elite, which names the top 25% of home health agencies in the country.
Agencies are named to the HomeCare Elite list based on performance measures in
quality outcomes, quality improvement and financial performance.
Quality Counts – The Greater Cleveland and Akron/Canton Regions’ home
health programs received perfect Ohio Department of Health Surveys. All Senior
Independence home health agencies had a majority of clinical outcomes that were
favorable to the State of Ohio average. We are pleased to affirm that 97% of home
health clients and 100% of hospice family members would recommend
Senior Independence to others.
Best in Show – The Mature Media Awards honor the best in advertising,
marketing and education materials targeted to older adults. This year, the
iCaregiver Guide won the Gold Award and was named the Best of Show at
the 19th annual National Mature Media Awards. The iCaregiver Guide, along
with Senior Independence’s website, www.icaregiver.org, provide information
and resources for seniors and family caregivers.
iPartner Program Launched – In October 2009, Senior Independence
signed its first two iPartners, Kendal Northern Ohio and Westminster Canterbury
of Lynchburg, Virginia. Throughout the year, Senior Independence worked with
leaders at these organizations to prepare for home health Medicare certification.
With Senior Independence’s support, both sites have established electronic medical
records, home health policies and procedures, job descriptions, and home care
services. The iPartner program was launched in 2009 as a way to expand home
and community based services nationally through partnerships with not-for-profit
retirement communities.
Make it Happen® Reaches Seniors Statewide – This year, Senior
Independence’s Make it Happen® program reached clients in all regions across
the state. Make it Happen® is a program that grants special wishes to older adults
receiving Senior Independence services. This year, Make it Happen® events ranged
from meeting the simple desire for a bubble bath or a trip to the beauty shop, to
being able to provide a chance to go fishing or skiing again, to helping someone
attend a grandson’s out of state wedding. Senior Independence staff, donors and
volunteers work together to make it happen and make a difference.
Senior Impact Series – This year Senior Independence launched its first
Senior Impact Series event in Columbus. Led by Executive Director Linda Artis, the
“Successful Aging in Central Ohio” event featured Ohio Department of Aging
Director Barbara Riley and Age Wave associate David Baxter. Following the
speakers, the session attendees participated in guided conversations about what
could enhance successful aging in Central Ohio.
97%
100%
Senior Independence
Operational & Service Performance
512,219
Units of Service
Payor Sources for Units of Service
Local Levy 14%
Passport 20%
Medicare 15%
136,442
55,372
Private 28%
16,144
Hospice
(Days)
Adult Day
Care (Days)
Meals
Medicaid 1%
Home Health
Visits
12,144
12,712
13,214
13,554
W
el
Cl lnes
in s
ics
Transportation
(Trips)
Medicare Hospice 6%
Ce Sen
nt ior
er
s
45,320
8,880
7,939
R
5,309
4,137
85,870 Clients Served Fiscal Year 2010
Ed
uc
at
io
n
Fa
irs
1,358
He
alt
h
1,322
re
gi
ve
r
1,199
i ca
1,180
Co
or Se
di rv
na ic
tio e
n
Fa
ith
In -B
iti as
at ed
ive
s
Ho
m
eH
ea
lth
1,077
Ex Sen
er io
cis r
e
Em
Re erg
sp en
on cy
se
667
Su
Gr ppo
ou rt
ps
606
an Flu
d Sh
Ot o
he t
r
Ad
ul
tD
Ca ay
Ho
re
m
eD
eli
v
M ered
ea
Tr
ls
an
sp
or
ta
tio
n
572
Ho
sp
ice
10
Private Insurance 16%
The OPRS Foundation
ended fiscal year 2010 with strong performance during a time marked by three
principal efforts: restructuring, refocusing and repositioning. These three areas signify our efforts to realign our resources for the best use while holding
firm to our operational principle: Donor Centered, Mission Driven.
• A total of $6.8 million was raised in fiscal year 2010. This is the first
year in recent history that mid-year gift projections held steady through the end of
the year, a key indicator of strength and future potential.
• After a two-year decline, assets rebounded by more than $2.5 million.
• Funding for Senior Independence remains strong, with more than
$856,000 raised in fiscal year 2010. In addition to continued excellence
in grant support, hospice fundraising initiatives are beginning to gain
momentum throughout the state.
• Exciting outcomes from The Mission, The Vision, The Promise Capital Campaign
continued to materialize, as four groundbreakings and one dedication
took place in fiscal year 2010. In total, 10 new buildings were approved as a
result of this campaign, with five already built, four under construction, and one to
break ground in fiscal year 2011.
• The Board of Directors approved an endowment campaign for
Breckenridge Village, to begin in fiscal year 2011. This campaign will
enhance existing funds for Life Care, spiritual life and childcare, and will introduce
new funds supporting wellness facilities and programs; cultural and educational
programs; caregiver needs; innovative enhancements and Senior Independence
Hospice.
• A Stewardship Plan was created to document and guide efforts in the areas
of donor communication and financial stewardship. This plan is based on the
Donor Bill of Rights, and illustrates how the OPRS Foundation supports each of
these rights through specific stewardship activities.
• A new gift vehicle was created to allow donors to use real estate to fund
charitable gift annuities, freeing them of their real estate burdens while
obtaining an income stream for life. Special procedures were developed for
accepting these gifts with numerous safeguards in place to mitigate risk to the
organization.
$13,325
OPRS Foundation
Total Giving Performance
(000s omitted)
$9,113
Cheryl A. Boyer
Chair
OPRS Foundation Board
Thomas G. Hofmann
President
OPRS Foundation
Louise F. Pence
Vice Chair
OPRS Foundation Board
$7,613
2006
$7,410
2007
2008
2009
$6,815
2010
OPRS Foundation
Total Number of Gifts & Donors
Gifts
OPRS Foundation Total Assets
(000s omitted)
Donors
7,461
$61,552
7,091
$57,209
6,977
$52,712
$48,137
3,049
3,037
3,021
2006
2008
$50,708
2009
2007
2008
2009
2010
2010
Investment Portfolio Performance
PRS Foundation Endowment Total O
(000s omitted)
Pledged & Other
$49,334
Annuities
$47,785
$43,159
2006
Invested
Market Gain
Performance
7.84%
-20.27%
20.73%
Calendar Year
2007
2008
2009
Investment
$49,411,063
$37,280,018
$42,289,705
$45,706
$41,007
2007
2008
2009
2010
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
$2,500,000 and above
M. Roger* & Anne M. Clapp+
$1,000,000-$2,499,999
The Norbert A. Lange Trust
Marjorie* & Russell* E. Lyons
Karl* E. & Mary* Prindle
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
Mary E. Liebenauer*
Willard* & Eleanor* Manbeck
The Nason Foundation
The Reinberger Foundation
Anne McKee* & Helen Sharadin*
Margery J. Shields*
Edith H. Smith*
The Veale Foundation
Harold* & Emily* Wolf
$100,000-$499,999
Anonymous (2)
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
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
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 (4)
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
Edward R. Wells
$500,000-$999,999
Catherine Cowan*
Anne Herget*
Hertha E. Reinert*
$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
Helen L. Hayward*
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*
Trustees’ Roundtable Continued
Mount Pleasant
Verla B. McClure
$1,000,000-$2,499,999
Mary H. Kittredge*
William* C. & Janet A. Shannon
$500,000-$999,999
Anonymous (1)
Russell* E. & Ellen* T. Huston
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
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. & Velma* Davis
Annelies R. Dziadzka
John D. Finnegan Foundation
Ralph* B. & Evelyn* M. Folsom
June E. Harris
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
William* B. & Delphine* C.
Telford
Margaret J. Weber*
Helen S. & Charles A. White, Jr.
Philip Shin Ping* & Ida
Djung Wong
Rockynol
$500,000-$999,999
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
Robert Meriwether & Ruth
Ellen Smith
Swan Creek
Charles* J. & Loraine* M. Moore+
$1,000,000-$2,499,999
Jeanne H. Reed
$100,000-$499,999
Jackson* & Evadine* Bryan
Rilma Buckman+
Donald Flickinger*
John* W. & Waneta* Jackson
Marjorie M. Kohler
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
Richard Whitbeck
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
Carolyn D. Mooney
Mary E. Munn
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
$1,000,000-$2,499,999
Central Ohio Area Agency
on Aging (CO)+
$500,000-$999,999
Council on Aging of
Southwestern Ohio (SW)+
Ohio Department of Education
(Statewide)+
Ohio Department of
Transportation (CO, GC, MA, SW)+
United Way of Central Ohio (CO)+
$100,000-$499,999
Area Agency on Aging, II
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)
The Robert Wood Johnson
Foundation (GC)+
Harry C. Moores Foundation (CO)
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
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
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 Jack & June (Jaye) Harris Life Care 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
Living Legacy Society
Recognizing donors who have made a deferred gift or will bequest that supports the work of OPRS communities and Senior Independence.
Breckenridge
Anonymous (4)
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
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
Jane Dessem
Herbert & Ethel Dieckmann
Phyllis H. Evans
Beth Falkner-Brown
William* & Grace* Fountaine
Carol Friedman
Glenda Gamble
Marie & Dale George
Shirley W. Gibson
Geoffrey* & Virginia Goodwin
Mary Kay Graham
Donald & Brenda Grauer
Dennis & Linda Grisez+
Marjean S. Grobe
Shirley Hacker
Ruth Hanawalt
Eleanor L. Hardgrove
Lorraine S. Henery
James & Susan Hickey
Jean Hodgin*
William F. & Eloise V. Hutchinson
Jonathan* & Katherine Ingersoll
Florence E. Jacobson
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
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
Suzanne M. Smith
Marion L. Spence
John & Michele Stevens
Ward & Miriam* Thiel
Mary A. Thomas, MD
Horace & Marjorie Thompson
Pauline M. Thurman*
Margaret Tippit
Helen M. Troha*
Minerva F. Vaughan*
Ethel G. Weiman*
Jane F. Whalen
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
Jan Grim
Walter* & Grace* Nichols
Bill & Ruby Ostermeier
Judi A. Pohlmeyer
Lynn & Irene Rainsberger
Dorothy Love
Anonymous (3)
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
Frances Dragonette
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*
Ralph L. & Mary J. Helman
Hunter Family Fund Trust of the
Troy Foundation
Milton* & Josephine Jahoda
Ray & Louise Koenig
Belinda & Charles Lawson
Henrietta J. Livermore
Myron* & Jeanne Maxson
New members in red
+Members whose qualifying gifts were
designated for both a campus and
Senior Independence, or to multiple
campus locations
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
Herbert* & Antoinette Schlater
Carl L. Schulz
Deborah Sherman-Ring
Florence S. Shine
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
Memorial Fund
Virginia M. Zeller
Lake Vista
Anonymous (1)
Charles & Madeline Bradford
Naudeen B. Burr
Shirley M. Dorman
Norman* & Rachel Downing
James & Debra Hagarty
Eugene & Elinor Holly
Charlotte N. Jones
Lucille B. Lewis
Elizabeth Linville
Betsy H. Parsons
Dorothy A. Philipp
Glen & Betty Sanzenbacher
Stan & Joyce Seagle
Llanfair
Anonymous (5)
Josephine Barker
Mary Lou A. Bellows
E. Lloyd Bohnenkamper*
Marion Brant*
Marcia K. Cahall
Nancy Conroy
James E. & Ann S. Eddy
Judith Fadden
Marjorie A. Gaible
Anne Louise Gatliff
Joseph* M. & Marie A. George
Ruth Hartzell
Mary C. Heidenreich
C. Leroy & Gladys* Heinlein
Mary D. Hock Trust
Gary Huber
Margaret E. Hyer
Kathleen Kiefer
Marilyn J. Kiefer
Alva* & Katherine* Kipp
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
Sara P. Smith
Judy Sweeney
Nancy L. Thomas
Betty Tognozzi
Brian Voegele
Edward R. Wells
Mount Pleasant
Anonymous (3)
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
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
Memorial Fund
Ray & Sue Welty
Abby Whitesell
Elizabeth Wiley*
Lineta H. Wilkins
Ruth Yinger
Mr. & Mrs. Peter Mapes
James R. McAuley*
Mary Jane McClurg*
Foundation
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
Park Vista
Anonymous (3)
Charles* & Virginia Axtmann
Harriet E. Broward
Mildred G. Dyke
Annelies R. Dziadzka
Douglas & Joan Everett
Clarence Goterba*
Elizabeth E. Gurley
James & Debra Hagarty
E. Thomas* & Helen* Harnish
Jack* & Jaye Harris
Mary Harvey
Jane Haynam
Warren D. Jensen
Ruth V. Jones
Thomas D. Kepler
Carl* A. & Ruth* N. Knittel+
Ruth E. Kyle*
Marion C. Lange Memorial Fund
Isaac P. Lewis Memorial Fund
Rockynol
Anonymous (1)
Karen M. Bakita
Frank H. Becker
Leslie Belfance
Thomas W. & Patricia A. Blazey
Martha E. Boyle
Lois W. Brock
Edward* & Maurine* Carr
Deborah K. Collier
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
Diane Walker
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*
Margaret E. Herbert
Alice D. Howell
Frances Jackson
Theodore & Phyllis* Jenkins
Living Legacy Society Continued
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
Vivian Reardon
Jeanne Reed
Betty Reynolds
Martin* R. & Norma E. Ruehle
Margaret Schneider
Mrs. Vicki Sorgenfrei
William B. Tanner*
The Vineyard
on Catawba
Robert J. Bredbeck
Anne Crowe
Clarence Crowe
Lloyd* & Jeanne Kirby
Westminster-Thurber
Anonymous (4)
Lucille M. Anderson
Malcolm & Carmen Ator
Nancy P. Baum
Patricia Caston
Betty Chapin
Beatrice J. Cleveland
James* A. & Katherine D. Cooke
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
Mary C. Klipfel
Ruby I. Koerper
Steven C. & Sarabeth K. LeMoine
Charles Lindabury
Miller S. Makey, Sr.
George & Jeanne Manser
Robert & Shirley Maurath
Bessie A. McLinn
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
CO = Central Ohio
GT =Greater Toledo
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
Fund
William J. Hannum Memorial
Fund
Hunter Family Fund Trust of
The Troy Foundation
Rosemary Ovenden Trusts (2)
Memorial Fund
Memorial Fund
Llanfair
Mary D. Hock Trust
Mount Pleasant
Charitable Trust
Eva Chapman Trust
Memorial Fund
Mary Nell Griffin Charitable Trust
Maitland Trust
Marian Snook Endowment Fund
Memorial Fund
Park Vista
Ruth E. Kyle External Trust
Marion C. Lange Memorial Fund
Isaac P. Lewis
Memorial Fund
McAuley Family Fund
Foundation
Mr. & Mrs. Dale Walton
Memorial Fund
Rockynol
Basil J. & Anne Scafidi Trust
Westminster-Thurber
Miss Jessie Draden
Memorial Fund
Leona Mithoff Fund
Pearl A. Wagner Fund
New trusts in red
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
+ Members whose qualifying gifts
were designated for both a campus
and Senior Independence, or to
multiple campus locations
Breckenridge
VISIONARY
Anne M. Clapp
The Veale Foundation
BENEFACTOR
Norbert A. Lange Trust
LEADER
Kulas Foundation
Jeanne M. Patterson
FOUNDER
Anonymous (1)
Lucy Jo Atkinson
Len & Sally Elliott
The Ingersoll Family Fund of
The Cleveland Foundation
Karl Prindle Charitable Lead Trust
H. Matson Smith
The Anne Starc Family+
Elaine C. Voyer
INVESTOR
William A. & Jean Behnke
The Breckenridge Village
Resident Association
Recognizing cumulative cash or in-kind giving of $1,000 or more during fiscal year 2010.
JMM Architects, Inc.+
The Lincoln Electric Foundation
Kenneth D. & Pauline M.
Rittenhouse
A.J. & Dorothy Thomas
C. Carlisle & Margaret Tippit
Charitable Trust
DIRECTOR
Breckenridge North Care Cards
Karl & Ginny Bruch
James & Susan Hickey
Pauline M. Jernberg
John & Mary Jane Neilson
Jeanne Wegener
Karen L. West
MEMBER
Anonymous (1)
Arthur & Lois Armington Charitable Fund of The Cleveland
Foundation
Winston & Mary Fran Bachmann
John & Elsie Blazek
Dwight H. Bowden
Breckenridge Ridge Care Cards
Breckenridge Village Gift Shoppe/
Crafts
Jack* & Betty Carter
William & Joyce Douglas
Edward & Laurie Feldkamp
Shirley W. Gibson
Donald J. Grauer
John & Ashley Gustafson
Daniel & Eleanor Guy
Lois W. Hann
Richard & Susan Hart
Edward & Sheila Hodina
Bruce & Beth Hutton
Carol & Ernest* Legris
Dorothy M. Lingle
Janet A. Mann
Lisa Mansour
Charles J. & Natalie K. McWilliams
Gilbert & Doris Meister
Karen Meister-Cheng
Linda Mitchell
John P. Murphy Foundation
Raymond & Mary Murphy
Hugh D. & Gretta S. Pallister
Richard Peabody*
Richard J. Reed
Eleanore K. Robinson
James & Anna Rosenberger
Fred C. Rutz Foundation
Donald & Joan Selle
Earl & Nancy Sherwood
Lois Simpson
The South Waite Foundation
Mary A. Thomas
Susan & John Turben Foundation
John & Kathleen Tuttle
Village Construction
Willoughby Rotary Foundation
John & Sylvia Yankey
Cape May
MEMBER
Irvin Brandehoff
Cape May Employees & Staff
James & Sherrill Graham
Katharine B. McMillan
Georgia H. Miller
Fred A. Murphy
Frank & Robin Seaver
Gary & Sandy Wilson
Dorothy Love
LEADER
Ralph L. & Mary J. Helman
FOUNDER
Rosemary Ovenden Charitable
Trust #1 & Trust #2
William J. & Jacqueline M. Snow
INVESTOR
Karl & Judy Bemus
Betty Z. Bennett
Fund of the Troy Foundation
Emerson Climate Technologies,
Inc.+
B. Mark & Carol V. Hess
Josephine M. Jahoda
Inez & Joel Phillips
Richard & Nancy Roeth Family
Robert & Thelma Sargeant
Memorial Fund of The Community
Foundation of Shelby County
Memorial Fund
DIRECTOR
Carol & Walt Bennett
Donald & Evelyn Bensman
Foundation, Inc.
Dorothy Love Auxiliary
George R. Gardner Foundation
The Hinsch Family Fund of
The Troy Foundation
Hunter Family Fund Trust
Frederick C. & Gay E. Smith
Thermoseal, Inc.
MEMBER
Douglas Wilson Allinger+
Amos Press
Frank & Virginia Bazler
John & Jan Beigel
Cheryl & Jim Boyer
Dorothy Love Church Service
Fund
Dorothy Love Crafters
Mark & Lynne Dunham
Mary J. Eilerman
Harry & Bonnie Faulkner
First Presbyterian Church of
Norwalk
First Presbyterian Church of Troy
Fultz Warehouse Carpet
Betty H. Hoewischer
Stephen & Michele Hunter
Lee & Jo Ann Kuhlman
Wilfred A. & Wilma* McCoy
Earle & Mari Jane Mead
Martha & Tom Milligan
Patrick H. & Carol B. Milligan
Monarch Legacy Fund of The
Community Foundation of
Shelby County
Glen & Vanis Phillips
Ann & Ted Roller
Dennis & Donnajean Ruble
Deborah J. Sherman-Ring
Sidney Floors & Interiors, Inc
Wilma G. Sigg
Mary J. Stickley
Tom & Polly Watkins
Dr. Walter Whayne Webb &
Pauline S. Webb Memorial
Fund #1+
Memorial Fund+
Thomas & Judith Westerheide
Anna Zenkovich
Lake Vista
MEMBER
Robert E. & Dorothy M. Bell
Edward F. Better
James & Debra Hagarty+
Eugene & Elinor Holley
Rosemary S. Houser
Daniel H. Moser
Sue A. Motzer
Anne S. Pachos
John & Patricia Robertson
Stan & Joyce Seagle
Mount Pleasant
Leader
Founder
Memorial Fund
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
External Trust
James P. & Viola R. Bruner
Eva Chapman Trust
Charles & Barbara Chappell
Theodore & Margaret Coberly
Sharyn Edelen
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
Donald E. & Donna C. Hoffman Fund
Mary Ann Jacobs
Mike Sandling Contracting
Company, LLC
Mt. Auburn Presbyterian Church
Sheena M. Parton
Glenn & Lana Rogers
Francis & Ruth Rosevear
Charles & Carol Schlegel+
Mark & Phyllis Schoenberger
Elsa A. Shirk
Jane M. Thompson
J. Frederick & Helen B. Vogel Trust
Westwood First Presbyterian
Church
Mount Pleasant
LEADER
Margot Marples
FOUNDER
William B. & V. Nadine Maitland
Llanfair
Trust
LEADER
Marian Snook External Trust
INVESTOR
Edward R. Wells
Barnitz Fund of JP Morgan Chase
FOUNDER
James C. Abbott
Memorial Fund
CY Inc. Over 70 Foundation
DIRECTOR
Margaret E. Hyer
INVESTOR
Middletown
The Bahmann Foundation
Mary Nell Griffin Charitable Trust
Knox Presbyterian Church
James & Mary Jean Kleingers
Paul & Marilyn* Schneeberger
Middletown Community
Barry & Sharlyn Stare
Foundation
DIRECTOR
MEMBER
Covenant First Presbyterian Church James & Joan Akers
Llanfair Crafters
Bruce & Neila Barnes
Gerald H. Stone
Margaret A. Bissell
MEMBER
Robert L. & M. Carolyn Boonstra
Sandra Chetty
Anne Louise Gatliff
External Trust
James P. & Viola R. Bruner
Eva Chapman Trust
Barbara Chappell
Theodore & Margaret Coberly
Vince Hoffman
Ted & Nancy Karchner
Dan & Beth McMullen
Verla B. McClure
Mary Leach McKibben
Morgan Family Donor
Advised Fund
Martha W. Newton
Thomas R. & Julie F. Nunlist
Oxford Presbyterian Church
Bill K Parnell & Dorothy E. Parnell
The Donald L. & J. Raylene Pelfrey
Family Advised Fund
John & Nancy Peterson
Mary Ellen Purkrabek
Teresa Schofield
Total Therapy Solutions LLC
Barbara J. Wohlhueter
Park Vista
VISIONARY
Anne K. Christman Charitable
Foundation
BENEFACTOR
Arnold & Helen Stambaugh
Charitable Foundation
LEADER
First Presbyterian Church
of Warren
FOUNDER
Ward Beecher Foundation
Jane W. Haynam
Roger & Gloria Jones
Mary B. Smith
INVESTOR
The Ruth H. Beecher
Charitable Trust
Ruth E. Kyle*
Foundation
The Edward W. Powers
Charitable Fund
Helen Stambaugh
DIRECTOR
Charles B. Crouse
Park Vista North Residents
Association
MEMBER
Betty J. Einfalt
Barbara Engelhardt
Charlotte C. Gelhaar
Helen I. Harnish*
June E. Harris
Brian & Susan Kolenich
E. Roy McFadden
Park Vista Ecumenical Religious
Life Committee
Marie Peterson
William R. Pogue
Poland Presbyterian Church
Valarie Rizzo
Mary Alice Schaff
Warren P. Williamson, Jr. Fund of
The Youngstown Foundation
Howard A. & Sally A. Seeds
John & Olive Stone
Nancy B. Tod
Rockynol
LEADER
Betty V. & John M. Jacobson
Foundation
FOUNDER
Eugene K. Fouse Charitable
Lead Unitrust
Yvonne K. Roeser
INVESTOR
Trudy Baldwin
President’s Club Continued
Lisle M. Buckingham Endowment
Fund of the Akron Community
Foundation+
Hugh F. & Myrna* D. Porter+
Basil J. & Anne L. Scafidi
Charitable Trust
James T. Taylor, Jr.
DIRECTOR
Marian E. Bauer*
Neva I. Humphreys
Dorothy H. Morgan*
Martha W. Wilson
MEMBER
A.H.I. Renovations, Inc.
Martha E. Boyle
Henry & Nancy Burmeister
Oscar F. & Betty E. Comstock+
The Mary S. & David C. Corbin
Foundation
William & Elizabeth Fesler
Karen W. & William R. Feth
Kara Hanzie
Holly V. Humphreys
Franklin & Bette Jenkins
Daniel J. & Richele O’Connor
Rockynol Auxiliary
Rockynote Cardcrafters
Judy Rogers
C. Eugene & Betty Ann Stalnaker
Roger W. & Mary A. Strassburg+
Arthur V. Tucker, Jr.
Diane Walker
Mary A. Williams
Swan Creek
LEADER
Richard Whitbeck
FOUNDER
Benjamin F. & Martha K. Marsh
INVESTOR
Mary Jo Anderson Fund of the
Toledo Community Foundation
Robert S. Atkinson*
Severn* & Catharine Joyce
George M. Taoka
DIRECTOR
June W. Baker
William A. Cameron
Anne C. Cushnie
Paul Richard & Nancy Dow Day
Fund of the Toledo Community
Foundation
William & Jeanne Dennler
Grace A. Gossens Fund of the
Toledo Community Foundation
Ronald & Diane Hamburger
Theodore G. Jenkins
Robert Limbird
Swan Creek Resident Association
Gifts ‘N More
MEMBER
Dick & Fran Anderson Fund
of the Toledo Community
Foundation
Kimberly T. Danes+
Charles J. & Sharon A. Dendinger
Rebecca A. Goranson
Charles & Paula Hauck
M. Richard Knight
Joanne Kolasinski
Richard & Sheila Krieger
Joanne Malikowski
John Meloy
Joseph* & Phyllis Provenzano
Dr. Louis Ravin
Jeanne H. Reed
Catherine Ruby
Walgreens Drug Store
L. Jack & Carolyn Wells
The Vineyard
on Catawba
MEMBER
Ohio Capital Corporation for
Housing
Westminster-Thurber
LEADER
FOUNDER
Anonymous (1)
Barbara Frautschi
inVentiv Communications
Jim Kelley
Robert E. & Shirley W. Maurath
Leona B. Mithoff Fund of the
Columbus Foundation
Carolyn D. Mooney+
Peter* S. & Jane P. Mykrantz
INVESTOR
Richard & Nancy Buehler
Dorothy J. Miesse
Geraldine G. Price
James D. Roehm
Eleanor Waterloo
DIRECTOR
Velma V. Everhart
Robert & Helen Hoehl
MEMBER
Anonymous (1)
Charles & Ione Arrick
Malcolm & Carmen Ator
Susan Baas
Boulevard Presbyterian Church
of Columbus
The Community Festival
Jesse D. Degraw Trust
Patricia L. Dineen
Helen E. Duffy
First Presbyterian Church of Ashland
Gerald B. Franks*
William & Susan Gillam+
Martha J. Goff
John & Judith Gray
David Guthrie
Robert* & Jean Keitz
Susan S. Kindig
Ruby I. Koerper
Steven C. & Sarabeth K. LeMoine
Urma J. Mains
Charles H. Meng
Mary E. Munn
David & Louise Pence
Herman J. Rehder
Thomas & Lisa Ridgley
Dorothy N. Sears
John & Patricia Strick
Mary Jean Swenson
Thurber Tower Handcrafters
Margaret E. Ward
Westminster-Thurber Community
Chapel Fund
Westminster-Thurber Community
Resident Association
Elizabeth White
H. Art Williams
P. Tennyson & Ann Williams
Worthington Presbyterian
Church
Statewide Campus
Support
FOUNDER
Kenneth & Caryl Kemper+
INVESTOR
Thomas G. & Sandra J. Hofmann+
David & Rayna Kaasa+
MEMBER
Anonymous (1)
Fredrick B. & Susan L. Ball+
Roger & Susan Bloomfield
Eric & Melissa Dardinger+
Candice Hawkins
Terry & Chris McKenzie
Joyce Miller Evans
Dana Ullom-Vucelich+
Connie S. Tostevin
Wells Fargo Insurance Services
of Ohio, LLC
Sue Welty+
Senior Independence
Locations
AC =Akron/Canton
CO = Central Ohio
GT =Greater Toledo
MI = Miami Valley
SW = Southwest Ohio
Statewide
VISIONARY
Central Ohio Area Agency
on Aging+ (CO)
Council on Aging of
Southwestern Ohio (SW)
Franklin County Department of
Job & Family Services (CO)
United Way of Central Ohio+ (CO)
BENEFACTOR
Area Agency on Aging, II (MA)
Conover Trust (SW)
Ohio Department of Education
(CL, SW, AC, TO, CO, MP)
Ohio Department of
Transportation (SW & LV)
LEADER
The Murch Foundation+ (GC)
FOUNDER
Cardinal Health Foundation (CO)
The Harry C. Moores Foundation (CO)
The Lubrizol Foundation+ (GC)
PNC Foundation (CO)
INVESTOR
AT&T (MA)
J. Ford Crandall Memorial
Foundation (MA)
Lehner Family Foundation Trust (AC)
The Sisler McFawn Foundation (AC)
Stouder Memorial Foundation (MI)
United Way of Lake County (GC)
DIRECTOR
Anderson Hills Women’s Club (ASC)
Bennett & Frances Daniels (GC)
Pauline Franks (AC)
David & Nancy King (Statewide)
William C. Leiter (CO)
MEMBER
Anonymous (1) (ASC)
Eileen B. Ayer (ASC)
Mary J. Bryan (MA)
Sandra R. Byers+ (CO)
Carole Dellinger (MA)
Glen & Shirley Gronlund (Statewide)
William Lucas (CO)
The Maynard Family Foundation (AC)
Miller-Valentine-Walsh Fund (MI)
Richard A. & Nancy A. Munafo (SW)
Charles R. Pickle (AC)
Reynolds and Reynolds Associate
Foundation (MI)
The Senior Independence Senior
Center (MA)
Bernhardt & Joan Zeiher (GT)
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.
2010
Leadership
Midwest Presbyterian Senior Services Board of Directors
Front Row: (left to right) Amy J. Roscoe (Assistant Secretary),
Donald L. Malone (Vice Chair), Sandra R. Byers (Chair), William C. Leiter
(Assistant Treasurer)
Middle Row: Suzanne F. Kiewit, Cheryl A. Boyer, Dennis E. Linville,
Charles Schlegel, Mary Harvey, Theodore G. Jenkins, Judith Briggs
Back Row: W. Patrick Winton, Daniel W. Goronzy, John A. Peterson,
M. Richard Knight, Howard J. Moye, Ted W. Karchner, Richard A. Krieger
Ohio Presbyterian Retirement Services Board of Directors
Front Row: (left to right) Amy J. Roscoe (Assistant Secretary),
Donald L. Malone (Vice Chair), Sandra R. Byers (Chair), William C. Leiter
(Assistant Treasurer)
Middle Row: Judith Briggs, Theodore G. Jenkins, Charles Schlegel,
Mary Harvey, Dennis E. Linville, Suzanne F. Kiewit
Back Row: W. Patrick Winton, Ted W. Karchner, Richard A. Krieger,
M. Richard Knight, Howard J. Moye, John A. Peterson, Daniel W. Goronzy
OPRS Foundation Board of Directors
Front Row: (left to right) Richard S. Reesey, Louise F. Pence (Vice Chair),
Cheryl A. Boyer (Chair), William Dennler
Middle Row: Elizabeth Ann Evans, Pauline M. Jernberg, James P. Bruner,
James H. Sisek, John L. Gray, Michelle B. Tognetti, Patricia P. Cash,
David J. Kaasa (OPRS President/CEO)
Back Row: Rev. James W. Graham, Donald E. Hoffman,
Stephen B. Croake, Richard L. Hart, Bruce D. Boyd, Benjamin F. Marsh,
Edward S. Markel
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.
Communities & Service Locations
9
For more information
Breckenridge Village*
Willoughby
440-942-4342
Park Vista
of Youngstown*
Youngstown
330-746-2944
Cape May
Retirement Village
Wilmington
937-382-2995
Rockynol*
Akron
330-867-2150
Dorothy Love
Retirement
Community*
Sidney
937-498-2391
Swan Creek
Retirement Village*
Toledo
419-865-4445
Lake Vista
of Cortland*
Cortland
330-638-2420
The Vineyard
on Catawba
Port Clinton
419-797-3100
Llanfair Retirement
Community*
Cincinnati
513-681-4230
Westminster-Thurber
Community*
Columbus
614-228-8888
Mount Pleasant
Retirement Village*
Monroe
513-539-7391
Ohio Presbyterian Retirement Services, OPRS Communities and the OPRS Foundation
1001 Kingsmill Parkway, Columbus, Ohio 43229 • 614-888-7800 or 800-686-7800 • www.oprs.org • www.oprsfoundation.org
Senior Independence, Provides Home and Community based services in 38 Ohio counties,
12 Adult Day Centers, 6 Senior Centers and 3 iPartners. 800-686-7800 • www.seniorindependence.org
*Accredited by the Commission on Accreditation of Rehabilitation Facilities (CARF) – Continuing Care Accreditation Commission (CCAC) of the American Association of Homes and Services for the Aging (AAHSA).
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