Summer 2016 - Episcopal Senior Communities

Summer 2016
www.jtm-esc.org
Webster House Health Center:
Robert J. Prevaux and a Legacy of Caring
Webster House Health Center (WHHC) in Palo Alto is known for
its exemplary care as well as its dedicated and compassionate staff.
Recently, the excellent services provided by WHHC were recognized
and honored through a gift from the estate of a Palo Alto resident who
was a patient in the Health Center.
My sister and I came back to the Health Center after
my brother passed and when we got off the elevator,
people just hugged us and cried with us . . .
Robert J. Prevaux (center) was part of a loving family that chose Webster
House for his care.
The aides were compassionate, the people that cooked the food,
the transportation people – everyone was fantastic.”
Robert J. Prevaux was the only boy in a tight-knit family of girls. Nearly
two years ago, Robert was diagnosed with cancer and eventually
needed care. His sisters worked together to review local skilled nursing
facilities. A nurse at Stanford recommended WHHC. She explained that
the nurses at WHHC cheerfully take care of many patients and that “you
can just feel it when you walk through the door that the staff believes in
caring for people – including the people who make the coffee.”
Upon Robert’s death, Nancy and his other sisters wanted to honor
the WHHC staff and to ensure that they are able to continue helping
other patients like Robert. They chose to designate a gift from
Robert’s estate to support training at the Health Center.
“My sister and I came back to the Health Center after my brother
passed and when we got off the elevator, people just hugged us
and cried with us,” remembers Nancy. “It was very special.” As
is Webster House Health Center.
Robert spent many months at WHHC, going back and forth to the
hospital and the intensive care unit. His sisters were delighted with
the level of care he received at WHHC. “The people there, the care
they gave our brother was incredible,” says Nancy Savat, one of
Robert’s sisters. “From the administration to the nurses.
For more information about making an estate gift through the
ESC Foundation to support an ESC community or program, please
contact Katharine Miller at 925.956.7414 or [email protected].
Donor Spotlight: Lois Louvau Finds Community
of Friends at Canterbury Woods
Lois Louvau, a native Californian who has long been familiar
with the Pacific Grove area, lived in the Bay Area for most of her
life. She moved to Carmel with her husband 30 years ago and
they worked together in their accounting business.
Lois’ husband passed away 18 years ago and, over time, her
close-knit Carmel neighborhood started to disappear. “People
were moving and passing away,” she says. “I wanted more
communication with people — to be more sociable. I missed my
community.” Lois chose to move to Canterbury Woods to ensure
that she would always be surrounded by a supportive community
of friends. “Within six months of moving into Canterbury Woods,
I had about 75 new friends – it’s been such a joyful time for me!”
Lois Louvau has supported her
Lois has been especially appreciative of the mentoring program
community with a Charitable Gift
Annuity.
at Canterbury Woods — as soon as she moved in, she was
assigned a mentor who introduced her to her neighbors and the services at the community.
An active participant in the Canterbury Woods community, Lois learned about the Episcopal
Senior Communities Foundation and decided to make a gift to benefit Canterbury Woods.
She chose to use part of the proceeds from the sale of her home to establish a Charitable Gift
Annuity. The gift annuity allows her to make a meaningful gift while, at the same time, increasing
her income with regular fixed payments for life.
Lois said she appreciates the way that residents help improve their communities and support
those who outlive their resources through gifts to the Foundation. “My Charitable Gift Annuity
is a good way to help ensure that my neighbors and friends at Canterbury Woods can enjoy
their lives and their community.”
1
A Charitable Gift Annuity (CGA)
is a gift that benefits both you and
your community. A CGA is a way
for you to make a tax deductible
charitable gift to the ESC Foundation
and create fixed income for your
lifetime. Because the payment rate
is fixed based on your age, your
income will never change and a
portion of your payment could be
tax free. (As an example, the rate
for someone aged 81 is 7%.)
A Charitable Gift Annuity offers
other financial benefits, including
the opportunity to bypass capital
gains tax on appreciated assets
such as property or stocks. You
can choose to have your gift used
where it is most needed or for
a specific purpose, such as a
particular community or program.
For more information on how a
Charitable Gift Annuity might benefit
you, contact Katharine Miller, Senior
Director of Giving, at 925.956.7414
or [email protected].
Novato Independent Elders Program –
A Jewel for Marin County Seniors and Volunteers
Episcopal Senior Communities is committed to enriching the lives of all Bay Area seniors, both those living in retirement communities and
those who choose to age in place. Seniors in Marin County are particularly fortunate to have access to ESC’s Novato Independent Elders
Program (NIEP), housed in the Margaret Todd Senior Center.
Each year, NIEP reaches thousands of seniors and volunteers with life-changing programs providing vital services:
•
•
IEP Workshop Series, with topics
N
of interest to seniors.
•
enior Produce Market, an
S
opportunity for volunteers and seniors
to socialize and shop for nutritious,
fresh produce at cost.
•
Both seniors and volunteers thrive when participating
in NIEP's programs.
•
Home Delivered Grocery Program,
for homebound and socially-isolated
seniors.
•
argaret Todd Cafe, nutritious meals,
M
served by dedicated volunteers.
•
ard Maintenance Program, local
Y
volunteers helping low-income,
isolated and/or disabled seniors.
ostal Carrier Alert Program,
P
a community response system
to identify if a senior is in need
of assistance, in partnership with
the Novato Post Office and Police
Department.
ulticultural Outreach Program,
M
providing services to Marin seniors
whose first language is not English.
NIEP programs have been especially effective
thanks to a cadre of dedicated volunteers of
all ages, many of whom have made lasting
connections with the seniors participating in
the various programs. One NIEP volunteer,
Robert Feist, is deeply appreciative of the
special bond he’s formed with a senior on
whose yard he has worked over the last
several years. (Please see his letter of thanks
below.) These relationships help alleviate
social-isolation for Marin seniors and enable
volunteers to appreciate the wisdom and life
experience of senior citizens.
Beth Livoti, the volunteer coordinator for
NIEP’s Home Delivered Grocery Program
for over 14 years, enjoys seeing the
companionship volunteers share with local
seniors. As a result of her dedicated work
with NIEP, Beth was recently appointed
by the City of Novato to serve on the
Commission on Aging.
NIEP’s exceptional work in the community
was recently recognized through an Older
Americans Act Title IIIB Supportive Services
Program grant award.
“We’re so pleased to be able to offer these
services to Marin County’s seniors,” says
Carol Ann Moore, Director of NIEP. “This
work is important and we are so appreciative
that it was recognized through this grant.”
For information about supporting NIEP
or ESC’s other programs, contact
Katharine Miller of the ESC Foundation
at 925.956.7414 or [email protected].
NIEP Volunteer Letter of Thanks
Hello Debby,
This marked the sixth year I have helped Anna Maria - how time flies!
I mention this because with those long term clients like Anna Maria, one
develops a special bond that makes me want to push that "extra mile" on
their behalf.
Yesterday was one of those days! Anna Maria had a couple of special
yardwork requests in addition to my regular routine in her yard. I made
the choice to stay unusually late - I just didn't want to leave without her
yard being in good shape.
Anna Maria was her customary gracious self! Our team took a midworkday break. Anna Maria brought out homemade biscotti and then
cold watermelon. The young ones' faces lit up like floodlights!
Around 8 p.m., Anna Maria fretted because it was so late. I let her
know I wanted to stay late. That it would make me happy to finish with
the job done.
Lastly, I wanted to thank both you, Debby, and Carol Ann [NIEP staff]
for stopping by!!! Thanks for showing this support of me and what I'm
doing to help our seniors.
— Robert
2
New Beginnings at
Spring Lake Village
ESC’s communities foster life-long
connections between residents. This
is especially true for Bill McLea and
Dale Walsh who both moved to Spring
Lake Village almost two years ago.
They fast became friends and a new
romance blossomed soon after. Seven
months into their relationship, Bill and
Dale decided it was time to become
engaged. This past spring, just one
month after their engagement, the two
took the romantic step of eloping to
Incline Village in Lake Tahoe.
Year in Review
2015/ 2016
ESC’s Robust Outlook:
Healthy Financials/Strong Communities
ESC’s fiscal year ended on a high note on March 31st , 2016
with a financially stable performance and the expansion of its
mission of service to older adults. ESC’s new Chief Operating
Officer, Ron Schaefer, assumed his role on February 1st and
has quickly come up to speed. The Continuing Care Retirement
Communities (CCRCs), now referred to in the field of aging
services as “Life Plan Communities,” performed well in occupancy,
operations and net revenue. The organization added the El
Sombroso Oaks community in Los Gatos and completed the
West Grove expansion at Spring Lake Village.
Bay Area. The award-winning Senior Center Without Walls
program is expanding to serve other areas of the country
as well. The Senior Produce Markets established two new
markets, for a total of 22 markets. Senior Resources@Home
continues to provide fee-based home help services in Marin,
Sonoma and San Francisco counties. (ESC’s upcoming Social
Accountability Report will provide further information about
these and other Senior Resources programs.)
The ESC Foundation, which helps generate funds in support
of the organization’s outreach programs and community
projects, surpassed its fundraising goals in fiscal year 2015-16.
The Foundation benefits from the continued generosity of
residents, business partners and community friends, particularly
evident in a record-breaking Celtic Cup Golf Tournament.
For the seventh consecutive year, ESC was named by the
San Francisco Business Journal and Silicon Valley Business
Journal as one of the Bay Area’s “Best Places to Work.” This
year, ESC once again competed in the largest companies
category and placed 11th , ranking along with such noted
firms as Hyatt Hotels, Workday, Intuit and Salesforce.
ESC’s plan to affiliate with Northern California Presbyterian
Homes and Services (NCPHS) is still in process and we hope
to have a resolution by the end of 2016. ESC has moved ahead
in collaboration with NCPHS on several projects including the
new Walnut Creek community, Viamonte, by way of a joint
venture between Senior Resources of the West (SRW) and
NCPHS. (Read more on page 6.) In addition ESC is working
with NCPHS on a new grant-funded program called Home Match
San Francisco, matching homeowners and home-seekers in
exchange for reduced rent or services.
ESC this past year welcomed a new Senior Director of
Affordable Housing, Karim Sultan, who oversees all operations
for the six affordable senior housing communities. The Resident
Service Coordinators program in the affordable communities
continues to grow. ESC has contracts with several other
communities to provide Service Coordinators who help
seniors connect with resources to help them maintain their
independence and quality of life.
ESC’s Senior Resources division this past year continued
to provide life-changing services to seniors throughout the
A Year of Change and Growth
The recently completed 2015-16 fiscal year brought changes and a vision for the future as well as achievement of strategic goals.
I am pleased to report on our solid financial conditions and share with you the fiscal impact of key events.
• ESC purchased Webster House from Senior Resources
of the West (SRW) for a fair market value of $34.2 million
(comprising bond debt of $8.7 million, resident contracts
liability of $14 million, and cash of $11.5 million).
• With the completion of the Spring Lake Village Master Plan,
the fiscal year end results include a full year of operations
of the West Grove expansion.
• Senior Resources of the West paid back the $10 million
promissory note held by ESC.
• ESC purchased El Sombroso Oaks in Los Gatos for $14
million in the form of an $11.2 million promissory note and
$2.8 million in cash.
You will find further information on some of these highlights
along with ESC’s consolidated financial statements in the next
pages. Audited financial statements are available upon request
or on our website at www.jtm-esc.org. We look forward to
maintaining ESC’s solid financial foundation as we continue to
navigate change and maintain our strong tradition of nurturing
healthy communities and providing exceptional service to
seniors.
• ESC’s defined benefit plan liability grew by $2.7 million;
much of this is the result of adding the 189 Webster House
employees who are now part of the ESC family and will
benefit from the plan.
• As many of you may have experienced, the fluctuating financial
markets had a significant impact on investment portfolios.
ESC experienced unrealized losses of over $6 million in
its portfolio at the end of the fiscal year.
With best wishes,
• Overall, ESC’s unrestricted net assets went from $86 million
to $66 million, which is the result of unrealized losses in our
investment portfolio of $6 million, the increase in the defined
benefit plan liability of $2.7 million, and the cash component
of purchasing Webster House of $11.5 million.
Diana Jamison
Chief Financial Officer
3
Year in Review
2015/2016
The Year in Review
The 2015-16 fiscal year brought new opportunities for expansion and vision to ESC!
Webster House and Senior
Resources of the West (SRW)
• Webster House is a Continuing Care
Retirement Community located in Palo Alto.
The community consists of 37 independent
living accommodations and a 145-bed
skilled nursing health center that also
serves the public.
• SRW (formerly JTM) purchased Webster
House in September 2011 and, as originally
planned, the community was sold to ESC as
soon as it was stabilized operationally and
fully occupied.
El Sombroso Oaks – New Neighbors
Home Match San Francisco
• El Sombroso Oaks is now part of the
Los Gatos Meadows community.
• As the Bay Area cost of living continues to
rise, particularly for housing, many seniors
have found themselves forced to choose
between purchasing basic necessities
and paying housing costs.
• Built in the 1970s and formerly owned
by the Presbyterian Pension Fund.
• ESC purchased the community in 2015.
• Consisting of 22 duplex and triplex
accommodations with one- and twobedroom plus den apartments.
• Los Gatos Meadows residents welcomed
their new neighbors at a meet and greet
last spring.
• The program concept was piloted through
ESC’s Senior Resources division in
Marin County where more than 50 senior
homeowners have been matched with
older-adult home-seekers in exchange
for reduced rent or services.
Financials At A Glance
Consolidated Statements of Financial Position at March 31, 2016 and 2015
ASSETS
FYE 2016
LIABILITIES AND NET ASSETS
FYE 2015
Total current assets
Accounts payable & accrued payroll
Current portion of long-term debt
Other liabilities
$114,393,330 $127,441,706
5,539,057
10,848,064
5,484,757
6,929,618
3,298,668
134,079,119
2,431,443
142,287,524
Total current liabilities
Long–term debt
Repayable entrance fees
Refundable entrance fees
Deferred revenue from entrance fees
Other liabilities
ASSETS WHOSE USE IS LIMITED:
Assets held by bond indenture trustee
Less portion available to satisfy
current debt service
30,705,710
41,519,053
(5,539,057)
(5,484,757)
Total liabilities
Noncurrent portion
25,166,653
36,034,296
NET ASSETS:
Investments held in trust
Restricted investments
Other
3,327,614
3,976,016
155,000
32,625,283
2,069,632
5,113,408
—
43,217,336
Total asset whose use is limited
Long-term pledges receivable, net
of current portion
Property and equipment, net
Deferred charges and other assets
SRW note receivable
Total assets
FYE 2015
CURRENT LIABILITIES:
CURRENT ASSETS:
Cash and marketable securities
Assets held by bond indenture trustee
for current debt service
Accounts receivable
Prepaid expenses, deposits and
other assets
FYE 2016
Unrestricted
Restricted
Total net assets
Total liabilities and net assets
$11,069,212
2,879,000
6,546,677
$11,485,958
3,115,000
6,101,506
20,494,889
20,702,464
166,427,233
5,360,576
85,013,808
140,737,346
18,739,461
436,773,313
171,181,079
5,360,576
86,361,147
130,199,234
16,111,878
429,916,378
57,079,252
9,378,211
66,457,463
77,459,766
8,615,453
86,075,219
$503,230,776 $515,991,597
722,159
735,173
328,466,402 312,590,149
7,337,813
7,161,415
—
10,000,000
$503,230,776 $515,991,597
Total Expenses, Year Ended March 31, 2016
Employee Costs
Depreciation
Supplies
Interest Expense
Ancillary Services
Utilities
Professional Fees
Maintenance & Repairs
Other
Marketing & Advertising
Taxes & Insurance
The full audited financial statement
is available upon request or on the
website at www.jtm-esc.org.
4
$135,360,765
$63,260,997
21,588,568
10,213,051
8,248,968
7,124,404
6,158,636
5,776,152
5,092,846
4,675,673
1,817,653
1,403,817
46.7%
15.9%
7.5%
6.1%
5.3%
4.5%
4.3%
3.8%
3.5%
1.3%
1.0%
Year in Review
2015/2016
• The Mayor’s Office of Housing and Community Development in
San Francisco awarded ESC and Northern California Presbyterian
Homes & Services (NCPHS) an implementation grant of $230,000
to partner in launching this life-changing program in San Francisco.
ESC and NCPHS are working closely on the project with Supervisor
Katy Tang.
• In addition to telephone conferencing, SCWW is using Zoom
video conferencing as well as providing online classes, expanding
the ways in which seniors connect with each other.
• Courses are now also offered in Spanish and will soon be offered
in Mandarin Chinese.
• Home Match San Francisco launched on August 10, 2016.
Senior Center
Without Walls
Spring Lake Village Plans for the East Grove
• This past year,
Amber Carroll joined
Senior Center
Without Walls
(SCWW) as the
new Director. She
was invited to
present the program to Aging in Arizona's Aging Summit.
• Spring Lake Village will build 24 additional accommodations
on a parcel of land just east of the core campus.
• The new East Grove amenities are slated to include a pool
and a dining venue.
• The site is currently undergoing an EIR (Environmental Impact
Report) and construction is not expected to begin until that
study and local approvals are in place.
• In addition to California, SCWW has participants in 15 states
including New York, Georgia and Arizona.
• A dog park, to be located between the core campus and the
East Grove, is in the planning stages.
Episcopal Senior Communities, Consolidated Statements of Activities and Changes in Net Assets,
Years Ended March 31, 2016 and 2015
CHANGES IN UNRESTRICTED NET ASSETS
Revenues and Gains:
Resident fees
Amortization of deferred revenue
from entrance fees
Nursing center
Outside and other medical fees
Other
Total revenues and gains
Expenses:
Nursing expenses
Outside and other medical expenses
Dining service
Housekeeping & maintenance
Utilities
Selling, general and administrative
Depreciation and amortization
Loss on disposal of assets
Interest
Other
Total expenses
LOSS BEFORE INVESTMENT INCOME AND
UNREALIZED GAINS ON INVESTMENTS
FYE 2016
FYE 2016
FYE 2015
$63,710,100
$61,182,533
20,485,612
44,340,587
777,385
3,164,542
132,478,226
17,078,384
42,186,738
900,573
2,880,403
124,228,631
31,773,788
5,189,732
20,531,736
15,212,113
6,038,875
21,410,603
21,588,568
—
8,248,968
5,366,382
30,375,137
5,008,244
19,385,652
13,897,099
5,959,807
20,369,535
17,596,404
3,957,747
5,042,371
6,699,236
135,360,765
128,291,232
(2,882,539)
(4,062,601)
INVESTMENT INCOME
Investment income
Realized (losses) gains on investments
Net unrealized (losses) gains on
investments
Loss on extinguishment of debt
Change in pension benefit obligation
(DECREASE) IN UNRESTRICTED
NET ASSETS BEFORE
CONSIDERATION PAID FOR
AFFILIATED ENTITY ACQUISITION
CONSIDERATION PAID FOR
AFFILIATED ENTITY ACQUISITION
DECREASE IN UNRESTRICTED
NET ASSETS
3,783,081
(14,487)
4,519,871
474,231
(6,299,541)
(137,445)
(3,341,029)
704,167
(141,770)
(2,475,071)
(8,891,960)
(981,173)
(11,488,554)
(20,380,514)
CHANGES IN RESTRICTED NET ASSETS
Contributions
2,668,556
Investment income and realized
124,534
gains on investments
Net unrealized gains (losses)
(210,400)
on investments
Changes in split interest
(255,571)
gift agreements
Net assets released from restrictions
(1,564,361)
for assistance and operations
INCREASE IN RESTRICTED
NET ASSETS
DECREASE IN NET ASSETS
NET ASSETS, beginning of year
NET ASSETS, end of year
Consolidated Revenues, Year Ended March 31, 2016
Resident Fees
Amortization of Deferred Revenue from Entrance Fees
Nursing Center
Outside & Other Medical Fees
Other
5
—
(981,173)
1,761,309
481,188
(332,923)
(141,497)
(1,574,039)
762,758
(19,617,756)
194,038
(787,135)
86,075,219
$66,457,463
86,862,354
$86,075,219
$132,478,226
$63,710,100
20,485,612
44,340,587
777,385
3,164,542
FYE 2015
48.1%
15.5%
33.5%
0.6%
2.4%
Viamonte – Walnut Creek’s Most Dynamic New Community
Walnut Creek, home to one of the highest concentrations of residents over 65 in the Bay Area, has been
without a full-service Continuing Care Retirement Community (CCRC). But soon that will change!
Planning is well underway on Viamonte, Walnut Creek’s new, dynamic senior community. A collaboration between Senior Resources
of the West (SRW) and Northern California Presbyterian Homes and Services (NCPHS), Viamonte will include 174 architecturally
distinctive residences plus healthcare space, consisting of assisted living and memory care. The community will feature amenities to
meet all the needs of senior residents, including dining venues, gardens, a wellness program, spa and fitness facilities, a swimming
pool and more. Viamonte will be located within The Orchards, a retail and dining center minutes from downtown Walnut Creek.
Initial interest is high for living in this planned community, which is slated for completion in 2019. Over 800 senior households have
already expressed an interest in this new community, which began taking reservations this summer. A preview center with a full model
apartment is on target to open in September 2016.
“We’re pleased to offer the choice of Viamonte to the Contra Costa County
senior community,” says Dee Ann Campbell, ESC Sr. Vice President of
Organizational Advancement. “Walnut Creek has a strong and vital senior
population that we believe will find Viamonte a perfect location and a lovely,
unique and dynamic senior community.”
For more information about Viamonte, please visit viamonteliving.org.
For CCRC Life-Care Residents Who Outlive their Resources
Chefs from Spring Lake Village,
St. Paul’s Towers and San Francisco
Spring L ake Village
Jamie Owen
Barbara Riley
Joan Rorick
Beth Vergin
Patricia & Raleigh Wilson
Towers will offer a five-course small
plates luncheon, paired with
exceptional Sonoma County wines.
Enjoy entertainment, a wine pull,
San Fr ancisco Towers
an exciting raffle--and vote for
Margaret Handelman
Patricia Lusse
the most innovative dish!
For more information, please contact Karen Huff
at [email protected] or 925.956.7448.
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St. Paul’s Towers
Jewelle & Jim Gibbs
Bonnie Killip
B oard, Staff & Partners
Diane Schoenrock ESCF Board
Joanne Sheehy ESCF Board
Mary Abeyta Morrison
Gina Armanini Morrison
Sharon York Spring Lake Village
ESC Foundation Staff Team
Paying It Forward – A Legacy of Giving for ElderWISE
Wally Herr appreciated the connections that ESC’s ElderWISE program gave him so he chose to give
back in a way that will make a lasting difference.
Wally Herr was well loved by those who knew him –
his neighbors, friends and family. A social worker for
over 40 years, he lived to help others. Wally lost his
beloved wife to cancer in 2008 and shortly thereafter
he began to lose his eyesight. He knew he needed
more support. He connected with ESC’s ElderWISE
program and for five years shared time, books,
memories, walks and smiles with a friendly visitor.
Wally was grateful to ESC and ElderWISE for helping
to enrich his life and he wanted to make sure that
others could benefit just as he did. Before Wally
passed away last year, he remembered ElderWISE
in his will, providing a generous gift in support of
the program. “He was one of the warmest people I
know,” says Vanessa Sacks, Director of ElderWISE.
“He had a good heart and he wanted to continue
giving. We’re so grateful for his generosity.”
ElderWISE ensures that seniors who might otherwise
remain isolated have the companionship they need to maintain
vibrant and happy lives. Wally was an avid reader with failing
eyesight and his friendly visitor would regularly read aloud to him.
He especially loved articles about nature and being outdoors.
For information about making a legacy gift in your will that ensures
a lasting impact, contact Katharine Miller at 925.956.7414 or
[email protected].
Sold-Out Event Raises Record
Funds for Seniors in Need
Thanks to the tremendous support of ESC’s business partners, residents,
staff and community friends, the ESC Foundation’s 5th annual Celtic Cup
raised a record-breaking $222,000! The funds will support seniors in need through ESC's Senior Resources
services and Affordable Senior Housing Communities.
The 2016 Celtic Cup was held at the Orinda Country Club. The sold-out event took place on a perfectly sunny and cool day in late May.
A record number of 136 golfers played the historic course. The day was capped by a reception and sumptuous dinner, with a lively auction
featuring one-of-a-kind sporting events, dinners and special trips as well as a “Fund-a-Need” to directly support services.
“We are so grateful to everyone who participates in and supports this
event,” says Tracy Powell, Vice President of Senior Resources (which
provides ESC's home and community-based services). “Thanks to the
generous Celtic Cup supporters, we’re able to continue providing lowincome Bay Area seniors with emergency funds for medical expenses,
housing and food.”
“This was my first Celtic Cup and I want to thank everyone who
participated,” adds Karim Sultan, Senior Director of Affordable Housing.
“This year, these funds will support important roofing and fencing repair
needed at the Lytton Gardens affordable senior housing community.”
Mark your calendars for Spring 2017 and plan to attend the 6th annual
Celtic Cup to support seniors in need!
7
Summer 2016
2185 N. California Blvd., Suite 575
Walnut Creek, CA 94596
Inside this Issue:
Webster House Health Center: Robert J.
Prevaux and a Legacy of Caring . . . . . . . . 1
• The Year in Review . . . . . . . . . . . . . . . 4-5
• Financials at a Glance . . . . . . . . . . . . 4-5
Donor Spotlight: Lois Louvau . . . . . . . . . . 1
Viamonte — Walnut Creek's Most Dynamic
New Community . . . . . . . . . . . . . . . . . . . . . 6
Novato Independent Elders Program –
A Jewel for Marin County Seniors and
Volunteers . . . . . . . . . . . . . . . . . . . . . . . . . . 2
A Tasteful Affair: Benefiting the Circle of
Friends Fund . . . . . . . . . . . . . . . . . . . . . . . . 6
Paying It Forward — A Legacy of Giving for
ElderWISE . . . . . . . . . . . . . . . . . . . . . . . . . . 7
New Beginnings at Spring Lake Village . . 2
ESC Year in Review . . . . . . . . . . . . . . . . . 3-5
Celtic Cup 2016: Sold-Out Event Raises
Record Funds for Seniors in Need . . . . . . 7
• ESC's Robust Outlook: Healthy
Financials/Strong Communities . . . . . 3
Warriors player, Festus Ezeli, visits
St. Paul’s Towers . . . . . . . . . . . . . . . . . . . . . 8
• A Year of Change and Growth . . . . . . 3
A Warrior´s Visit to SPT
Providing life-changing
support for seniors
Canterbury Woods
St. Paul’s Towers
Los Gatos Meadows
Spring Lake Village
San Francisco Towers
Webster House
Senior Resources
of the West
Senior Resources @ Home
Affordable Housing
Communities
ESC Foundation: A Tradition
of Community, Compassion
and Generosity.
If you have a suggestion for the
Community Matters newsletter, please
contact the editor, Dafna Kapshud, ESCF
Development and Communications
Manager, at [email protected]
or 925.956.7393.
Episcopal Senior Communities
wants to keep in touch with you!
We invite you to visit the ESC
Facebook page – and “Like” us so we
can keep you in the know. Each of ESC’s
communities also has a Facebook page
that you can “Like” for regular updates.
So go ahead and join the conversation and
post on Facebook. We’d love to hear from you!
8
Senior Produce Markets
Senior Center Without Walls
ElderWISE
925.956.7400
•
www.jtm-esc.org
© 2016 Episcopal Senior Communities
After a spectacular season, Golden State Warriors player Festus Ezeli stopped by
St. Paul’s Towers and hung out with residents.
Presidio Gate Apartments
Oak Center Towers
Jennings Court
Lytton Arbor
Lytton Commons
Lytton Courtyard
Thank You
to our Generous ESCF Supporters
April 1, 2015 to March 31, 2016
Heritage Society
Deferred Gifts
$100,000 & above
Sumiko Potts
Alfred Richmond
Curt & JoAnn Smith
Up to $99,999
Anonymous
Eva M. Bunce
Charles & Mimi Hanzel
Lois Louvau
Josephine M. Markovich
Honor Roll
Current Gifts
$1,000,000 & above
Estate of Dorothy Larzelere
$50,000 & $999,999
Estate of Wallace J. Herr
$25,000 & $49,999
Estate of Patricia Wetmore Berg
Enrico & Jane Bernasconi
Ethelmay Breen*
Cahill Contractors, Inc.
Marin Community Redevelopment
Agency
Marin County, Board of Supervisors
John & Heather Mozart
Edmund Sheffield*
The Episcopal Church in the
Diocese of California
EHF Darby Betts Fund
Marin Community Foundation
Nelson T. Lewis Construction Co., Inc.
Oyster Development Corp.
PharMerica
The Resident Council of Spring
Lake Village
SCAN Health Plan
Lawrence Sweska*
T.C. Castle Construction, Inc.
Ziegler Investment Banking
$5,000 – $9,999
Anonymous
Rachael Balyeat*
Estate of Helen Boyle
Filice
Flanary/Hollebeck 1988 Trust
Edwin Fong*
Green Oak Consulting Group
Hanson Bridgett LLP
Marin County, Aging & Adult Services
Ashley Mozart
Heather Mozart
John Forrest Mozart
Justin Mozart
New Life Management
Harland* & Norma* Oates
ONR, Inc.
Randall Morris
Resin Global
Bill & Connie Ring
Jan Shrem & Maria Manetti Shrem
Silicon Valley Community Foundation
St. Paul’s Episcopal Church
Nancy S. Sweetland
Heinz & Beth Vergin
$1,000 – $4,999
Acacia Capital Corporation
Alternative Business Solutions
Anonymous
Associated Internal Medicine
Medical Group, Inc.
Richard & Maureen Bergson
Kenneth & Gail Berry
$10,000 – $24,999
Jane R. Brady
Dee Ann & David Campbell
Josh Bucy
Capital Group Private Client Services Alys Cameron
City Building Inc.
Caremerge
Community Foundation Sonoma County Gordon & Jeanne Case
Charles Chapman
Melvin & Hella Cheitlin
John & Betty Colwell
Construction Management Inspection
Thomas & Evon Cooper
Cornerstone Affiliates
Nancy Cox
Harold Crane
David & Judith Creek
Lorna & Valerie Creveling
Phil Damaschino
Stephen Daniels
Denco Incoporated
Carol DeVincenzi
Sheila Einhorn
Toni & Ralph Eslick
ExxonMobil
Elvir Fay
Pat Fellowes
Deborah Finley
John & Antonia Flitner
Melvin Flyer & Joan* Casserly
Art & Laura Ford
Joan C. Fraser
Barbara Fry
Doug & Peggy Fuerstenau
Kevin J. Gerber
Margaret Handelman
Rena Harel
Robert & Alla Hayden
HD Supply Healthcare Solutions
Kristin A. Hermanson
Linda Hibbs & David Johnson
Michael & Patricia Hickey
Henry & Show-Ling Ho
Myra Howe
IES Communications
J.P. Morgan
Diana & John Jamison
Marilyn & Jack Kennedy
Dale Koepp
Kronick, Miskovitz, Tiedemann
& Girard
LeadingAge California
Richard & Dorothy Lind
Lindquist LLP
Alan & Jeff Lipe
Lillian Lou
Claude Lowen
Martha McAllister
Robert & Mary McBride
Medline Industries
Nathan & Xiomara Merlin
Katharine & Roy Miller
Van & Carolyn Moller
Howard & Cathy Moreland
Morrison Community Living
Mueller Prost
James & Ruth Murad
John Norall
Perkins Eastman Architects, P.C.
William & Ellen Peters
PharMerica
Philip Henry Architecture
Pini Hardware Inc.
Razoo Foundation
Eldon Rich
Tom & Susan Ridley
Rotary Club of Menlo Park Foundation
Sally Love Saunders Poetry &
Arts Foundation
Theodore & Adrienne Savetnick
Delia Schmedding
Joanne Sheehy
Jack & Janet Shnider
Jerol & Norma Sonosky
Spring Lake Village Store
John Steinmetz & Barbara Riley
Valerie Talmage
Tegile
The Press Democrat
The Principal Financial Group
Sally & Bill Waterman
Wells Fargo
Woodruff-Sawyer & Co.
Sharon & Jim York
Ziegler
up to $999
Mary Abeyta
ABHOW/Seniority Inc.
Bobbi Acree
Norma Ahern
Joe & Donna Aita
Ursula Alano
Gilda A. Alfieri
Ruth Allen
AmazonSmile
Dorothy L. Anderson
Phyllis Anderson
Boulos Andounia
Rochelle Anixter
Anonymous
Leah Archer
Sallie Arens
Sara B. Arnold
Lucy L. Ascalon
Christine Avalos
Eveline Avila
Carol Babcock
Irene Bachelder
Helen Baikie
Marjorie Estella Bailey
Richard C. Ball
Melinda Ballenger
BAM Labs
Bill & Lois Bambrick
Bettye Barbera
Cynthia Baron
Clara Barrera
Dimitri & Marianne Barton
George & Laurie Batchelder
Bay Cities Pyrotector
Donn & Patricia Bearden
Jack & Grace Beigle
Barbara F. Bentley
David & Gerri Berg
Ted & Marjorie Berlincourt
Inge Berliner
Polly Bernson
Elaine Wiswall Betts
Rosalee Biasatti
Donna Bickford
Toni Blackstock
Carolyn Bolton
Freeman & Donna Born
Sharon Boschen
Joan Bossart
Joyce L. Bowen
John Bowles
Todd & Lisa Bradrick
Norma Brambilla
Mary Brant
Chelsea Braun
Maria Brodit
Marina Brodskaya &
William Guttentag
Rodgers & Nancy Broomhead
Sallie Marie Brun
Dean Brungart*
Sherri Brungart
Rose Bucchianeri
Sylvia Buckfire
Eva M. Bunce
Anne Burns-Johnson
Raymundo Caballero
Gail & Bob Cafferata
Jyl Campana
Evan T. Campbell
Stephanie Canady
Marilyn Cannizzaro
Cards for Causes
Ann Marie & Clement Carinalli
Bonita Carole
Richard & Darlene Carroll
Keith Carson
Alan & Julia Casamajor
Jonathan F. Casey
Teru Chang
Denise Chapleau
Maria Aguilera Chavez
Kathie Cheatham
Chef’s Choice
Rong Jiu Chen & Rui Ying Wu
Juliana Cheng
Eunice Childs
May How Lim Chin
Yee Yin & Meiping Szeto Chin
Sara Choi
Young Chu
Richard* & Ruth* Claassen
David & Cindy Claeys
Libby Clark
Ellen P. Clarkson
David Clemes
Sally & Cullen Coates
Lisa Coats
Leona Odessa Coles
Ofelia T. Colmenar
Stan Colvin*
Mary Anna Colwell
Community Thrift Store
Dolores Conklin
Brian Conner
Carolyn Corbelli
Francoise M. Costa
John Cranshaw
Pamela Cranston
Lee Crawford
Michelle Cregut
Jennifer Cubillo
Pat Cummings
Anne I. Curran
Evan & Jill Custer
Francine Cutillo
Bev Cutler
D&M27 Enterprises, Inc.
Shirley Dalla Villa
Robert Dallachie
Chris & Jill Dana
Daniel Hackett Painting Co.
Laura T. Darling
Walter Davis
Jimmie Dawson
Polly Day
Alex Dees
Delta Dental
Fe DeMange
Nancy Denton
Roger & Annette DePauw
George DeTuncq & Susan Rouder
Stephen J. Deutsch
Ryann Rex Dichoso
Ralph Jay Diez
Nancy N. Dill
Michael & Debbie Dimery
Butch & Brenda Dippel
Dekyi Dolkar
Rita Dougherty
DSKCIS LLC
Katherine Du Bois
Duncan & Shirley Matteson
Peter & Jeanette Dunckel
Gloria Dunn
Nancy Duranteau
Boyd Kimball Dyer
Grant & Shannon Edelstone
Robert & Susan Edmondson
Frewoini Egziabher
Sarah Ehret
Delia Ehrlich
Ann Eliaser
Helen C. Elliott
Charlotte H. Ellis
Gene Ellis
Russ & Sandra Ellis
Joan Elstob
Shirley Ely
Asgaredech Endebilihatu
Hays Englehart
Terry & Stephen Englehart
Ofelia Enriquez
Marcelita Espiritu
Peter & Happy Esty
Nancy K. Evans
Nicola Fagan
Patrick D. Farris
Monica Faulconer
Robert D. Feist
Nancy Fernandez
Roland Fernandez
Mel & Gail Figoni
Victor & Stella Filler
Elaine Susoff Finn
Margaret Fletcher
Maria Flores
Marsha Fogarty
Wendy Follen
Teri Follett
Richard & Patricia Ford
Vince Forte
Angelica Forti-Lewis
Gabrielle Frakes
Michael & Sharon Franchetti
Joyce Friedman
Nancy Frost
Patricia Gannon
Jean & Alexander Gansa
Ligaya Garcia
Marilyn Garcia & Philip Pasmanick
Theo Z. Garman
Judy Garner
David & Priscilla Garrett
Chris & Cathy Gatley
Francis Geddes
Fran Genender
Madeline Giachetto
Mary Giachetto
Roger & Mary Di Giaimo
Patrice Giansante
David & Betty Gibson
Lois Gilbert
Robert & Patricia Giorni
Jinky Gloriana
Carol Glover
Beverly Goggio
Good Samaritan Episcopal Church
Betty Goodnick
Pat & Helen Gookin
Catherine Gordon
Paul Gordon
Julia Gorham
Isabel Y. Gray
Betty Greenway
Theodore Greer
Meredith Grey
Alan C. Grove
Pete & Sue Guerra
Richard Gugelmann
Dorothy Gullixson
Judith Haley
Juanda Halper
Jeffrey Hamler
Patricia Hansen
Dorothy Hanson
Jamie L. Hardman
Amanda & Mark Harmeling
Jack & Deyea Harper
Frances B. Harris
Marion Hawley
Terrence & Cynthia Hayes
John & Islay Hedger
Virginia Helleskov
Frank Helmonds
Ginni Henri
Aroon & Lalita Herlekar
Carmen Hernandez de Esquivias
Julie Hernandez
William & Jane Hewes
Richard Hick
Anita Hill Levitz
Alan Hill
Helga Hirschmann
HKIT Architects
Doris A. Hobin
Les & Eleanor Holve
Elizabeth Hook
Ruth Hosty
Duncan Howard
Joan Howell
Edward & Sarnia Hoyt
Karen & David Huff
Hutton Family Foundation
Dee Ann Hyatt
Christopher & Stephanie Ichien
Joan Inman
Alexander & Florence Irvine
Donald & Pat Irving
Miyoko Ishizuka
Carrie Iversen
Lesley Jackson
Jerome & Marilyn Jacobson
Haepyng Jea
Allan D. Jergesen
Elizabeth W. Jewell
Alma Johnson
Barnard & Betty Johnson
Tammy Johnson
Adrienne Jonas
Mac & Mary Jordan
Nilda Judilla
Kaiser Permanente
Gary Kane
Dafna Kapshud
Sylvia & Frank Karl
Courtney Karlin
Estate of Mizue Kato
Kiranjit Kaur
Edward Keane
Ken Keeney
Kim Keesee
Marlys M. Kehm
Karen & John Kemp
Weston Kendall
Evelyn Kern
Yvonne Keser
Margaret Kessler
Shirley H. Kezer
Bonnie M. Killip
Susanne Kimball*
Donald & Mary Jean Klein
KMS System Inc.
John A. Knowles, Jr.
Adriana Koch
Freeke Kohl
Adrienne Kohler
John Koselak
Barbara Kramer
Alice La Follette
Pierre & Patricia LaBerge
Regina Lamb
Joyce Lampert
Edward & Miriam Landesman
Howard & Lynne Landesman
Mia Lang
Joan G. Larson
Pat Larson
Paul & Jeanne Leavy
Doris Lee
Joan Lenzner
Jean Levin
Wen Li
Melvin & Bettie Lichtman
Mary Linde
John & Frances Linker
Ronald & Betty Louis
Elaine Lowenthal
Hester Lu
Carolyn Lui
Anna H. Luke
Pauline Lumeng
Patricia Lundgren
Mike & Patricia Lusse
Dorothea Lyman
Marcia MacArthur
Rosemary & Stephen MacLeod
Stacey Maffei
Mylene Mangilog
Michael & Beverlee Manley
Barbara Marcus
Treva Jo Marcus
Mark S. Murphy, D.D.S., Inc.
Emma Marquez
Merrie Ann Marshall
Roy & Maxine Massey
Robert & Evangelina Mayfield
Molly & John Mazzella
Skip McCowan
Gary McDole
Oren McEwen & Michael Gerber
Josie & Bill McGann
Sheila McGuire
McKesson Healthcare
Bill McLea
Dennis McLean
TM & Judith McNeill
Robert & Helga Medearis
Stanley & Patricia Meeken
ML Melville
David Michener & Dorothy Berndt
Carolyn Miller
Milliman, Inc.
Steve & Kathi Minden
Fernanda Miranda
Melody & Adam Mitchell
Leslie G. Moldow
Margarita A. Molina-Hinkley
Mary Patricia Monteleone
Diane Moore
Richard J. Moore
Marisela Mora
Reina Mora
Ann Morales
Nancy Morrison
Anne K. Morshead
Roy & Susan Moses
Mueller Prost
Evelyn Mullen
Marsha Murphy
Sara Elizabeth Murphy
Mary Ann Newman
Diana Nichols
Andrew & Catherine Nickerson
John De St. Nicolas
Kenneth Niles
Kazumi Nishio
Tony Nith
Brenyale Norman
Northern California Presbyterian
Homes & Services
Novato Senior Citizen’s Club
Debby Nowlin
Joseph Nueva
Bob & Margery* Ober
Helen OHanlon
Charlotte R. Oldaker
Charles Olson & Yoko Watanabe
Irma Opely
Hayley Ortega
Dan Overholt
Robert & Jamie Owen
Burton & Theresa Pacioretty
John Di Palermo
Barbara Pampanin
Jim Paraizo
Sergio Parangan
William & Janet Parente
Renee Pasternack
Wilcox & Sandra Patterson
Margaret Patton
Robert Gray Patton
Cheryl Paull
Thomas Peeks
Adele Pickar
Abigail-Liza Pierro
Peter Pompei & Jana Powell
Trevanion H. Pope
Gerry & Barbara Porter
Sumiko Potts
Tracy Powell
Laurence & Beverly Pratt
Ernie Pricco
Vera Price
Carolyn Pride
Michael & Nancy Prost
Delia P. Quianzon
Bruce Raabe
Michael Raffee
Leola W. Ragghianti
Irene Ramar
Leticia V. Recosana
Norma Jean Regan
Len & Virginia Richardson
Jacquie Robb
Frank & Susan Rockwood
Christian Rodas
Sue & John Roderick
Marciana Roldan
Stu Roos
Joan Rorick
Bernadette Rosales
Doris Rothschild
Sharon M. Russell
David Safer
Esteban Sahade
Gary & Edy Salenger
Teri Samples
Stuart Sampson
Don & Marilyn Sanders
Gwendolyn Sandstrom
Thomas Saunders
Helen Sause
Ted & Lynn Scapeccia
Larry & Linda Scheer
Margaret Schirle
Diane Schoenrock
Jamie Schone
Abby Shaffer
Joy S. Shaffer
Deborah Yee-Shing Sham
Ruth Marie Shanor
Martha Shaughnessy
Margaret Shedd
Wade & Virginia Sherwood
James R. Shields
Norine Shima
Liam Shipston
Allen Singer*
Joan Singer
Marian Singer
Erin Siverson
Sanford Skaggs
Shirley Skeen
David & Karna Slifer
Bernard & Josephine Smith
Clare Smith
Fredrika Smith
Katherine Smith
Warren Smith
Jerry & Barbara Smyth
Glenn Soby
Grace Caddies Spence
Ruth Spencer
Joseph & Jacqueline Spinozzi
Betty Jean Stallings
Eugenie Stanton
Stax Inc.
Martha Steen
Ellen Steinberg-Eliot
Jennifer Sternshein
Frances Stevens
Heloise Stewart
Mary E. Stewart
Ann Stone
Marilyn Strand
Thomas W. Streeter
Ken Strong
Barbara J. Styles
Megan Sullivan-Goold
William & Shirley Swasey
Timothy & Claudine Sweeters
Elizabeth Sweetow &
Joseph Michels
Elizabeth Tachikawa
Emebet Tadesse
Alex Hans Takaoka
Peggy Takeyama
Miriam Tani
Mary Ann Tapit
Peter C. Tardos
Ralph Tavarez
Joan McLellan Tayler
Janet Tempel
Donna Tendler
Eden Tesfalidet
Jim & Joan Tewksbury
Joan Thatcher*
Joseph Thiermann
Marinelle Thompson
Marjorie A. Thompson
Joyce L. Ting
William & Alison Tobin
Tony’s Supreme Flooring
John & Frances Tornquist
Dorothy Trehearne
Trinity Cathedral
Marie E. Utzig
Gerrie Vastine
Evelyn Ventura
Lynn & Marilyn Verhey
Ginny Vetter
Ma Paz Villarosa
Vivian Vinella
Dorothy B. Wagner
Fran Wagstaff
Frederick & Alice Walker
Dorothy Walters
John & Sandra Wang
Marie Wardell
Doug & Shirley Wayman
Allan Wear
Barbara Webb
Raymond L. Weisberg
Nelson & Jane Weller
James & Mary Ann Wellhouse
William & Katherine Wells
Elizabeth Weston
Shari Whitaker
Jack Whiteford
Al & Dorothy Whitman
Carolyn Williams
Raleigh & Patricia Wilson
Susan Wolin Brown
Maylene Wong
Alison Wood
Ann Wright
Jensen & Alice Young
Connie Yuen
Irving & Esther Zabin
Diane Zaia
Michelle Zimmerman
Neal Zimmerman
Michelle Zumalt
April 1, 2015 to March 31, 2016
Memorials Gifts
in Memory of:
Canterbury Woods
Eleanor Fagan
Linda Stanley
Henry Strecker
Barney Wynne
Los Gatos Meadows
Elizabeth Neumann
Chalmers William Hastings
St. Paul’s Towers
Helen Christensen
Laura Keenan
Frances Makower
Isabel Mather
Philip Schild
Beverly Solo
Alice Weller
George Weller
Lytton Gardens
James Slater
Friends of ESC
Musa Vojtkevicz Butler
Barbara Dessy
Nancy Morgan
Michelle Safer
Robert Watson
Tributes–Gifts
in Honor of:
Linda Hibbs
Rita T. Lou
Jan Orr
In-Kind:
Many thanks to our In-Kind Donors
whose names will be listed
in the December issue of
Community Matters.
San Francisco Towers
Joan Casserly
Frank Hamilton
Gloria Hendricks
Betty Shurtleff
Earlene Taylor
Spring Lake Village
Ruth Claassen
Norma Dallachie
Don Lamp
Charlene Norall
Lois Wolin
We have made every effort to be
accurate and comprehensive in this
list of donors. If we have made an
error or omission, please accept
our sincere apologies and contact
Karen Huff at 925.956.7448 with any
changes, suggestions or questions.
*Deceased