2014 Annual Report

Transcription

2014 Annual Report

2014 Annual Report
In Our Nature
From the
Our Mission:
To maximize the
well-being of seniors.
Board of
Trustees
Our Ends:
• Enhanced quality of life; well-being;
independence for seniors.
• An open environment for seniors that
promotes a high sense of security and
safety.
• A continuum/network of integrated,
high-quality programs and services for
seniors.
• Serves as a catalyst to meet community
needs for seniors directly and in
collaboration with others.
• Highest standards of service and care
for seniors, while remaining cost effective
and market competitive.
• Meaningful employment in a respectful,
supportive culture that promotes
personal well-being, productivity and
positive relationships with staff, residents,
and the community at large.
Our Not-for-Profit Difference:
• We are governed by a local, volunteer
Board of Trustees.
• We have no shareholders or stockholders.
• We were developed to meet the needs of
Green Valley and the surrounding communities.
• Our excess revenues are used to promote
our mission and stay in the community
for the community.
In Our Nature
As La Posada completes its 27th year of operations, we are able to
reflect on the beauty of the campus, both in its surroundings and in
the positive relationships that create bonds that strengthen our
program and mission.
The experience of La Posada is deeply
impacted by the nature we enjoy around us,
as well as by the nature in which our mission
is expressed and shared by residents,
employees and the community at large.
La Posada’s mission is to enhance the life
experience of all by maximizing the well-being
of those whose lives we touch. The concepts
of “living well” and “aging well” have been
studied and researched by many over the past
decades, and it is clear that the program of La
Posada embraces much of what is needed to
accomplish this goal.
Specifically, it is believed we have the best chance to live and age well if we
continue to have a relationship to nature; positive, meaningful relationships
with others; a sense of purpose and belonging; an opportunity to learn and grow;
intergenerational encounters; healthy food and physical activity.
One of the highlights of 2014 was the finding of the Eller School of Management
study on La Posada’s economic impact for the larger community. We were pleased
to quantify a $52.9 million dollar per year economic impact created by La Posada.
We invite you to review our past year and appreciate with us the unique experience
of La Posada. We thank our residents, employees, donors and the community for
their support and efforts to help us achieve our mission to serve.
Will Bennett
Will Bennett
Board Chair
Lisa Israel
Lisa Israel
CEO
Community outreach:
• 41 community organizations were provided space
• 1,781 pounds of food donated to Food Bank
• $100,000 devoted to Good Neighbor Fund
• $60,000 to GV Fire District
• $100,920 in La Posada scholarships to 77 area youths
• Direct donations to community groups, including:
• Continental School
• U of A College of Nursing
• Community Performance & Arts Center
• Alzheimer’s Association
• United Community Health Center
• Valley Assistance Services
• Green Valley Health Fair
Community leadership hours:
• 2,056 in hours provided by La Posada management
team and Board of Trustees, valued at $128,639.
Casa Community Services:
• 2,434 days of care in Adult Day Services
• 145 children served at Los Niños del Valle
• 7,443 lunches served at the Casa Community Center
• 21,396 individual visits logged at Community Center
events and classes
• 150 counseling sessions at Casa
Volunteers:
In Our Nature
• 23,565 hours residents volunteered on campus
• 31,645 hours residents volunteered off campus
• 148 off-campus volunteers gave 12,648 hours to the
La Posada campus (includes Casa)
• 67,858 total volunteer hours valued at $1,528,000
The Shoppes at La Posada:
• $105,820 supporting activities and courtyard benefit events
Community Connect:
• 2,940 visits by individuals
• 15 groups using the location for meetings
• 92 individuals screened for balance
• 1,101 attendees at health events and group meetings
Environmental:
• 100 tons of paper or cardboard recycled
To Serve
In Our Nature
To Nurture
Our employees are an integral part of life
at La Posada. It is our philosophy that taking
good care of our employees is the right thing
to do. Additionally, we believe if we take good
care of our team, they will be better able to meet the
expectations of our residents and the community. Happy
employees are part of the formula of the La Posada culture.
In 2014, La Posada employees:
• Continued to become U.S. citizens, thanks to resident
mentoring and support;
• Were able to participate in a new diabetic nutritional
counseling program;
• Took advantage of $100,000 in scholarships;
• Became healthier through our specialized Posada Life
wellness program.
La Posada provided meaningful employment to 796
individuals with a payroll of $14,900,063, much of which
is spent in our local community creating a positive
economic impact.
In Our Nature
To Care
R esident life at La Posada in 2014 provided innumerable
opportunities to have memorable experiences and to enhance
well being.
Some of the year’s highlights include:
• Refurbishment of our Observatory and revitalization
of this interest group
• Benefit concert series at La Posada Shoppes
• Moon Flower dedication
• Volunteer appreciation event
• La Vista lobby and library remodel
• Senior FIT program
• Green Valley Women’s Conference - “Pathmakers & Pathbreakers”
• Expanded wellness: brain aerobics
• New residents and new friendships
• Anniversary celebration events
• Hosting the Taste of La Posada for the community
• New staff leaders and program for our cul de sac of care
• Community Connect and Mosaic are featured in the
Journal of Active Aging
Community Benefit Highlights…
• The University of Arizona Eller School Masters Program
students studied La Posada and determined that La Posada
provides a $52.9 million dollar annual economic impact to
the community-at-large.
• The “Dreams Come True” program awarded its first recipient.
• The Shoppes at La Posada hosted its 5th Pancreatic Cancer
Walk, raising over $100,000 over the 5 years.
CAMPUS WIDE SATISFACTION
OVERALL SATISFACTION - ANNUALLY
In Our Nature
In Our Nature
To Innovate
Innovation is one of La Posada’s strengths.
The development of new ideas and programs
is facilitated by our culture of actively
listening to resident and employee suggestions and
a willingness to embrace change in order to step
toward the future.
To Create
Our 2014 Creations:
• Prose and chess gardens
• New La Hacienda enhanced assisted living
• A beautifully painted water tank becomes art
• New website: www.PosadaLife.org
• Vacation exchange program with a Portland, Ore.,
community
• La Posada Shoppes recognized state-wide as a
Best Practice
• Los Niños outdoor classroom is envisioned and
receives funding
• Community Connect and Mosaic continue to serve
the larger communiy with at-home services
• Pavilion refurbishment and expansion
In Our Nature
To Sustain
La Posada’s financial performance
across the years continues in a
positive and encouraging vein.
Financial well-being is essential
for resident security and well-being, and makes
it feasible to pursue more opportunities in the
greater community. The 2014 results are
consistent with recent years. Many years of
good financial health have improved the
company’s ability to handle uncertainty and
to deal with an increasingly regulated and
litigious business climate.
For 2014 changes in FASB accounting rules
required reversing almost $16MM of
amortized refundable entrance fee revenue
back to January, 1997. That adjustment
reduced the change in net assets budget for 2014
by $1.1MM, and moved $16MM from net assets
(retained earnings) to deferred and refundable
entrance fee liability. This adjustment is reflected
in financial report columns for prior years with
the heading “as adjusted” and “restated”. Several projects in 2014 are noteworthy. The
high acuity Assisted Living program in the La
Hacienda building was in operation for its first
full year. The midnight 12/31/2013 transition
saw no residents leave the building. Census
climbed from 25 (of private and semi-private
suites) in December 2013 to 35 (of 39 private
suites) by May 2014. Management expected this
climb in occupancy to take 10 to 12 months.
The expected favorable impact on resident
satisfaction and financial performance were
realized. The $1.4MM renovation and expansion of
the wellness and exercise Pavilion was
completed in late 2014. Significant remodeling of the oldest apartment complex, La Vista,
was mostly completed in 2014, at an expense of
$1.0MM. The routine remodels and renovations
consumed $1.3MM across the campus. Included
in the renovations was the first significant year
handling La Perla apartments, which opened in
2003. The transition from
metal key door locks to
“smart” locks across the
campus completed the
third of the four year
project, slowed a few
months by strikes at
west coast sea ports.
Casa Community Services and Community
Connect by Posada Life continued to mature.
These gave birth to a diverse services program,
Mosaic, that was introduced to the greater
community in 2014. Revenue and expenses for
Mosaic grew slowly, but deliberately. The research
for Mosaic was funded in part by a grant from
Freeport McMoRan. These efforts comprise
a community services initiative committed to
improving service and program coordination for
seniors in the Green Valley area, expanding or
developing services to better fill unmet needs. The new self-insurance program for employee
health benefits and wellness completed a
successful third year. The program involves
several other owners of the captive liability
insurance corporation (founded in 2004).
La Posada hopes to mitigate health care costs
through consumer education, and through
creating a clinic presence on campus. Long
term, this program is aimed at improving
employee wellness which translates into greater
staff and resident satisfaction, and to the
company’s reputation as
an employer of choice. Feasibility analysis for
a proposed second site,
named Nakoma Sky
LLC, in Oro Valley on
the Northwest side
of Tucson, began in
earnest in 2014.
A $5.2MM land
purchase was
completed mid-2014.
A marketing firm was retained as well as an architect.
Also selected were a civil engineering firm, a construction firm, and an interior design/ procurement
firm. The expenses for the feasibility work are mostly
being capitalized with the expectation of recovering
all expenses when the feasibility is proven, and
construction and permanent financing are secured.
Northern Trust Bank agreed to a revolving line of
credit for funding the expenses.
La Posada touches a broad spectrum of age and
income levels as reflected in these statistics for 2014.
Independent living apartments and homes housed
750 people, assisted living housed 146 people (91%
came from campus), outpatient therapies treated 742
patients (77% from outside the campus). In addition
to outpatient therapies, community outreach
included 2,434 person days of adult care, 7,398
senior lunches served, 9,628 days of child care,
150 behavioral health counseling sessions, and 2,940
encounters in Community Connect. La Posada
employed 793 people during
the year, 590 on the last payroll.
The 2014 independent living and assisted living rate
increase was 2.9% . Net assets for operations, excluding
Foundation gains, market gains and insurance
settlements was $2.3MM, or $1.4MM favorable
to budget of which $0.9MM was due to unexpected
realized gains on investments.
La Posada’s investment strategy has been recognized
for its diversification, having 3 significant portfolios with
multiple managers plus alternative holdings. Historical
performance has been and continues to be favorable.
The 2015 increase for independent and assisted living
monthly residential rates is 1.95%. The bank-approved
2015 budget for operating net assets is $0.9MM
compared with 2014’s restated $0.9MM. For 2015
La Posada expects to continue growing services outside
the campus and will use cash from operations to fund
capital projects on the Green Valley campus. Recruitment
and development of more leaders will continue as part
of an on-purpose provision for succession.
All covenants
with Northern
Trust Bank per
the November,
2009, loan
agreements
revised in
October 2014
were met or well
exceeded for the
year. The debt
service coverage
ratio ended the
year at 2.9, well
above the 2014 revised 1.25 covenant.
The days of unrestricted cash on hand
covenant was discontinued, superceded
by a loan pledge covenant of $16MM for
the margin value of holdings at Northern
Trust Bank. These measures were
reasonably close to management
budget projections.
Management remains confident about the health
and expansion of La Posada, all of which are true
to the mission “To maximize the well-being and
care of seniors.” Management and the Board of
Trustees remain committed to doing everything
possible to meet the expectations of its creditors,
to maintain satisfaction of residents, staff, and
the larger community.
Statement of
Financial Position
Assets
(What we own)
CURRENT ASSETS (Items which, in the normal course of events,
may be expected to be available for disbursement within the
next year.):
Cash and Equivalents and Operating Investments
(money market, etc.)
Accounts Receivable (mostly from Medicare and insurance)
Inventories and Current Portion of Investments
Held for Specific Purposes
TOTAL CURRENT ASSETS
Under Donor Agreements
TOTAL LONG-TERM INVESTMENTS
PHYSICAL ASSETS (Land, buildings, equipment and furniture,
at cost, less a portion expenses in operations each year):
ASSETS HELD FOR SALE
TOTAL ASSETS
*For GAAP retroactive adjustment
A statement of how we stand financially as of the close of the year.
(rounded to the nearest $1,000)
2014
2013
(restated)*
$30,508,000
$29,753,000
$2,293,000
$3,013,000
$141,000
$32,942,000
$136,000
$32,902,000
Liabilities (What we owe)
and Fund Balances
(The
excess of Assets over Liabilities)
CURRENT LIABILITIES (Accounts Payable, Accruals
and Reservation Deposits)
$107,000
$109,000
$14,990,000
$14,918,000
$15,097,000
$15,027,000
$78,794,000
$70,000 $50,000
$131,549,000
$126,773,000
2014
2013
(restated)*
$7,078,000
DEFERRED REVENUE FROM RESIDENT ENTRANCE FEES
(A portion is taken into income each year)
$66,544,000
$65,171,000
$112,000
$112,000
LONG-TERM DEBT
$10,183,000
$12,783,000
OTHER LIABILITIES (Deferred gift annuities, etc.)
$10,382,000
$10,232,000
$97,569,000
$95,376,000
$4,629,000
$4,710,000
$29,351,000
$26,690,000
$33,980,000
$31,400,000
$131,549,000
$126,773,000
TOTAL LIABILITIES
FUND BALANCES
Restricted (under donor agreements)
$83,440,000
$10,348,000
REFUNDABLE ENTRANCE FEES IN TRUST
LONG-TERM INVESTMENTS
(Mostly government bonds held for specific purposes):
Under Residential Trust Agreements
December 31, 2013, and 2014
Unrestricted
TOTAL FUND BALANCES
TOTAL LIABILITIES AND FUND BALANCES
*For GAAP retroactive adjustment
Statement of
Activities
Statement of Activities
Statement of Activities and Changes in Net Assets
(Fund Balances) for the Calendar
Years 2014 and 2013
REVENUE AND OTHER SUPPORT:
Posada Life Foundation
Statement of Assets Held for Endowments,
Annuity Liabilities, and Future Grants for the
Calendar Years 2014 and 2013
2014
2013
(restated)*
Fees collected for use of Apartments,
Garden Homes, Assisted Living and
Healthcare and related services
$33,408,000
$32,260,000
Amortized Refundable Entrance Fees
(0)
0
Contributions Received
$1,194,000
$1,448,000
Investment Income, etc.
$2,262,000**
$1,826,000
$36,864,000
$35,534,000
TOTAL
EXPENSES:
Direct costs of providing the uses and
services shown under Revenue
BEGINNING ASSETS HELD FOR:
2014
2013
Endowments
$2,492,000
$2,192,000
Future Grants
$8,437,000
$6,987,000
Annuities
$4,356,000
$3,074,000
$15,285,000
$12,253,000
$1,529,000
$4,224,000
TOTAL
ACTIVITY FOR THE YEAR:
Gifts, Bequests and Investment Income
Grants
(835,000)
(645,000)
Annuities
(550,000)
(547,000)
$144,000
$3,032,000
$33,181,000
$32,179,000
Interest Expense
$560,000
$663,000
NET INCREASE IN ASSETS
Other Expense
$494,000
(556,000)
ENDING ASSETS HELD FOR:
$34,235,000
$32,286,000
Endowments
$2,614,000
$2,492,000
$2,629,000
$3,248,000
Future Grants
$8,172,000
$8,437,000
Annuities
$4,644,000
$4,356,000
$15,430,000
$15,285,000
(2,091,000)
(2,153,000)
$13,339,000
$13,132,000
TOTAL
EXCESS OF REVENUE AND SUPPORT OVER EXPENSES:
OTHER CHANGES IN NET ASSETS (FUND BALANCES):
Market value increase in value of investments
Actuarial annuity obligation adjustment
TOTAL
CHANGE IN NET ASSETS (FUND BALANCES)
(141,000)**
$2,202,000
$92,000
$85,000
(50,000)
$2,287,000
NET ASSETS & LIABILITIES HELD
$2,579,000
$5,535,000
Notes: The assets and related liabilities described above are stated separately under the La Posada Foundation at Park
Centre (registered name) for information only. All of the assets and liabilities are included in the records and financial
statements of La Posada at Park Centre, Inc.
*For GAAP retroactive adjustment. ** Year to year reflects market volatility and reposition.
TOTAL
PRESENT VALUE OF FUTURE ANNUITY PAYMENTS
In Our Nature
La Posada doesn’t believe in growth for growth’s sake.
In 2014, La Posada purchased land in Oro Valley to
develop another retirement community to serve more
seniors in ways we have found to be successful. A second
campus is strategic positioning for strengthening long-term
viability and stability of the La Posada organization. The
La Posada campus has already been strengthened by the
planning activities and research related to Nakoma Sky,
the future campus, as we incorporate new ideas into our
daily operations as they develop.
To Expand & Strengthen
Another way La Posada strengthens is by supporting
the future of the Green Valley/Sahuarita communities
by promoting and being a sponsor of NMSI, the
National Math & Science Initiative of the Sahuarita
School District. We must educate the youth of our
area to create a strong future.
The Pavilion expansion strengthens our wellness
program for both residents and employees. The
significant growth in new classes to reflect new areas
of interest necessitated more space. Additionally, the
Pavilion now is ready to provide a medical clinic to
enhance and strengthen our continuum in the future.
The Home & Community Services initiative to serve
a broader population in the Green Valley area has
now been underway for two years, and continues to
evolve as new needs are identified, for which we then
expand our Mosaic, Community Connect and Casa
outreach services.
In Our Nature
To Support
Is philanthropy in our nature? We often state that we have a culture of philanthropy at
La Posada. It sounds nice but what does it really mean? Culture is the characteristics and
knowledge of a particular group of people. Philanthropy is the desire to promote the
welfare of others, expressed especially by the generous donation of money to good causes.
So, we are saying that our residents, family, clients and friends care for others, remember those
who went before us, and leave a legacy that will enhance the lives of those to come.
How do I know this? Because it’s in our nature . . .
to help our residents who outlive their financial
resources to maintain their lifestyle with respect
and dignity.
Good Neighbor Fund in 2014.............. $92,461
to provide scholarships to 75 employees to
aid them in furthering their career opportunities.
Scholarships.......................................... $100,429
to support a nurturing, learning environment
for pre-K children.
Los Ninos del Valle................................. $10,675
to encourage physical well-being at the
renovated and expanded Pavilion.
Fitness Activities..................................... $27,580
Scholarship Funds Granted
2012
2013
2014
$101,481
$100,917
$100,429
to keep three separate libraries vibrant with
new titles, subscriptions, and puzzles.
Libraries......................................................$4,274
to recognize the importance of the varied
sights, sounds, and fragrances to be found in the
gardens of Central Park. And, to get back to nature
through growing our own vegetables and flowers.
Central Park............................................. $38,584
to support the assisted living and memory
services provided to residents with greater needs.
Assisted Living ..........................................$2,736
to appreciate the arts and the developing
talents of seniors.
Arts/Computers ........................................$4,242
Scholarship Recipients
83
2012
77
75
2013
2014
Total Gifts, Bequests &
Investment Income...$1,492,229
Fund Balance..............$15,412,949
Unrestricted Donations:
Anonymous
John E. Arnoult
Mr. & Mrs. Edward Barber
Octavia Bash
Bash Family Foundation
Mr. & Mrs. Peter Bellisario
Mr. & Mrs. Will Bennett
Paul M. Blessing
Betty R. Brewer
Shirley H. Broberg
Dorris L. Bull
Mr. & Mrs. Milo D. Burnham
Frances E. Calene
Barbara S. Cassin
Minnie R. Cebuhar
Eugene J. Cech & Kay R. Kennard
Chapter DT of the PEO Sisterhood
Community Health Link
Mr. & Mrs. William Condit
Marya H. Giesy-Dalrymple
Col. & Mrs. Robert W. Dalrymple
Lee Kuiken Davis
Franklin R. Dean
Ruth A. Deobler
Roger W. Dewey
Alma Dillon & Family
Gordon W. Early
Arlyne H. Ehli
Jeanne Eiff
Mr. & Mrs. S. Burt Eubank
Dr. & Mrs. Palmer C. Evans
Mr. & Mrs. Francis E. Fennerty
Susan E. Finley
Pat Fisher
Claire Gardner
Dr. & Mrs. Quentin H. Gessner
Elizabeth Resnik Gessner
Mr. & Mrs. Gerald D. Gilmore
Mr. & Mrs. Marvin Girardeau
Virginia B. Golden
Mr. & Mrs. Newell M. Grant
Mr. & Mrs. Edwin H. Grant, Jr.
Mr. & Mrs. John A. Guion
Marjorie W. Hanley
Helen Hanselmann
Mr. & Mrs. Vernon P. Harms
Mr. & Mrs. Dwight C. Harper
Ray Hathaway
Hegardt Foundation
Milton Henrichs
Mr. & Mrs. Jerry L. Higdon
Estate of Irene Homan
Mr. & Mrs. Edward Hook
Vernon L. Hopkinson
Mr. & Mrs. Paul S. Ide
Mr. & Mrs. Gary M. Israel
Mr. & Mrs. Armand M. Johnson
Julia M. Kent
Ingeborg Kiss
Janet A. Krueger
John Lindell
Mr. & Mrs. David E. Link
Col. & Mrs. Hugh M. Matheson
Carole E. Haskins-McPhetres
Elfriede C. Meiller
Max Meza
Mr. & Mrs. Joseph Millstone
Mr. & Mrs. Alfred E. Nemecek
Mary D. North
Northern Trust Bank
Mr. & Mrs. Jerome J. Ochs
Mr. & Mrs. Donald Peterson
Mr. & Mrs. Robert A. Porterfield
Mr. & Mrs. Ralph Ramlow
Laura I. Rasmussen
Alexander Reed
Mr. & Mrs. James F. Reed
Jaclyn Roberts
R. D. “Skip” Roush
Ken Saunders
Mr. & Mrs. Andrew L. Schuyler
Mr. & Mrs. James T. Seaman
Irene Sivek
Ethel M. Skowronski
Mr. & Mrs. Henry C. Slagter
Mr. & Mrs. Peter D. Smith
Leona A. Sonderegger
Mr. & Mrs. F. Warren Starns
Jody Staszesky
Carol L. Swanger
Mr. & Mrs. Russ Symes
Mr. & Mrs. Brad A. Tate
Betty Teeter
Lois Thurman
Ruth R. Tufigno
William C. Tyndall
Dr. & Mrs. David D. Ulmer
Mr. & Mrs. Charles Utoft
Jennifer Vandivort
Mr. & Mrs. Robert Venuti
Mr. & Mrs. John W. Vold
Mr. & Mrs. John Ward
Linda R. Warkomski
Ruth A. Whitaker
Mary Wilson
Dr. & Mrs. Alan C. Winfield
In Honor of:
BOB & MARYA DALRYMPLE
Mary D. North
LISA & GARY ISRAEL FAMILY
Mr. & Mrs. Joseph Millstone
HARRIET WARD & JEAN SAMES
Mr. & Mrs. Edward Hook
Art Program:
Jean Howatt
Leone Mendenhall
Serene Rein
Automobile/ Golf Cart
Donations:
Casa–Adult Day Care Services:
Merilys P. Brown
Country Fair White Elephant
Desert Hills Lutheran Church
Gordon Foundation
Green Valley Community Health
Mr. & Mrs. Barry Haber
Marshall Foundation
Florence Metz Mills
Walter Riggs
Ellen Rigli
Margaret Schloff & Charles Miller
Mr. & Mrs. Calvin Scolpini
Carol L. Shelton
Lois Sostarich
Southern Arizona Foundation
Elizabeth Ackerman
Mr. & Mrs. Gareld I. Gilman
Mr. & Mrs. Allen Moore III
Bark Park:
Betty A. Goff
Jane Jackson
Mr. & Mrs. Dennis D. Lynton
Terry Patton
Bredvold Endowment/
The Pavilion:
Mary Climie
Nancy L. Enzie
Mary J. Gilliam
Winifred J. Harris
Janet L. Landis
Mr. & Mrs. Kenneth D. Patterson
Anne Williams
Butterfly Park:
Mr. & Mrs. Don Wenig
Campus General &
Shuffleboard Funds:
Abbie Anderegg
Robert E. Byrd
Jane Jackson
Mr. & Mrs. J. Dwight Kidnocker
Serene Rein
Adele Venezia
Harvey Walworth
Ruth A. Whitaker
Mr. & Mrs. Joseph F. Wiener
Casa–Behavioral
Health Fund:
St. Francis-in-the-Valley Episcopal Church
Green Valley Community
Health
Casa–Community
Center:
Mr. & Mrs. Bob Barnum
Vincent Barone
CareMore Health Systems
Franklin R. Dean
Mr. & Mrs. Mark N. Dugan
Mary Hagan
Gerald Hughes
La Canoa Lions Club
Jane Lateer & Arthur Dixon
Mr. & Mrs. Robert McDonald
Pueblo Estates Women’s Club
Maxine M. Toth
Casa Community Services:
Ace Hardware
Jeweldine Ashton
Barbara Averill
Bank of the West
Joyce Barker
Mr. & Mrs. David Bemiller
Bill’s Home Service Company
Lois Blacker
Angelia Bokenkamp
Mr. & Mrs. Harry F. Brauer
Warren Breither
Phyllis A. Brockhaus
Merilys P. Brown
Annamarie Buchholtz
Martha L. Buck & John Morris
Michael & Tammy Bunch
Col. Richard B. Bushong
Shirley Cameron
Mr. & Mrs. Bill Campbell
Sylvia Carbajal
June Christensen
City of Tucson ECAP
Fred Collins
Rita F. Connor
Mr. & Mrs. Robert Corless
William Cowen
J. A. Cunnynham
Joan Cuthbert
Desert Hills Lutheran Church
Mr. & Mrs. Bill Durall
Mr. & Mrs. Stephen Eddington
Jeanne Eddington
Mr. & Mrs. Will Ehinger
Empire Charitable Foundation
Margaret E. Everett
Joseph Faust
Helen Fenner
Mr. & Mrs. Michael Finkelstein
Gayle A. Fitzgerald
Ruth Flanders
Cara Marie Forbregd
Forster - TD Ameritrade
Edward Freedman
Freeport-McMoRan Copper
& Gold Foundation
Helen Fuller
Doris Gerganoff
Donald Gibbons
Ian Glennie
Good Shepherd United Church of Christ
Elton Gosse
Greater Green Valley
Community Foundation
Green Valley Lions Club
Donita Gross, Heaton & White Families
Green Valley Community Church Patio Sales
Tony Hankins
Marjorie W. Hanley
Arlene Haughan
Donald Helms
Jean Huisjen
Mr. & Mrs. Paul S. Ide
Rosalind Kephart
Dr. Dawnie Kildoo
Bonnie J. Kleeberg
James Koch
Drs. Eric & Kathryn Kohler
Daryl Lindblom
Mr. & Mrs. James Long
Long Realty Foundation
William Mack
Mr. & Mrs. John MacTaggart
Jean Maldonado
Nancy Massanari
Mr. & Mrs. Bill McCreery
Mr. & Mrs. William McNarie
Barbara Mengebier
Lillian Moraghan
Mr. & Mrs. Othmar Morman
Dr. & Mrs. Willis P. Mundt
Mundt Foundation
Kennneth Murphy
Lois Nottingham
Joan Nugent
Kathleen Parkinson
Suzanne Parsons
Mr. & Mrs. David Perry
Barbara C. Phillips
Mr. & Mrs. James C. Pickard
Mr. & Mrs. Donald Pierce
Ann Pitchford
Raytheon
Alexander Reed
Mr. & Mrs. John Reed
Mr. & Mrs. Dudley L. Reep
Dr. Seymour Reichlin
Serene Rein
Joyce Rembold
Joan Richards & Nicolaus Stifel
Walter Riggs
Mr. & Mrs. James Riley
Mr. & Mrs. James Rorabaugh
Elinor S. Rose
John Rychener
Stephen Schmidt
Mary Schober
Mr. & Mrs. Calvin Scolpini
Mr. & Mrs. William Secord
Mr. & Mrs. Richard M. Sharp
Mary Shields
Rowland Smith
St. Francis in the Valley-ECW
Mr. & Mrs. Ronald Stanard
Doris C. Steffy
Mildred Stephens
Stillwell/Wilding Living Trust
Mr. & Mrs. Frederick Stine
Estate of Frederica Stumpf
Betty Teeter
Mr. & Mrs. James Tenney
Mr. & Mrs. Keith Terrill
Joyce Thompson
E & G Tinto
Title Security Agency
Jan Tompkins
Carolyn Tompkins
Mr. & Mrs. Lowell E. Tompkins
George Treutelar
Patricia Trujillo
Mr. & Mrs. Fred Tschirley
Mary Turner
William C. Tyndall
United Way of Tucson
Valley of the Sun United Way
Valley Presbyterian Church
Valley Presbyterian Women’s Ministries
Eileen Vincent
Mr. & Mrs. Theodore Walden
Richard Warren
Marcia Weary
Mr. & Mrs. Wendell Werner
Ruth A. Whitaker
Clyde Williams
Hildreth Wituszynski
Frances Wooden
Wilma Youngblut
Mr. & Mrs. Vernon L. Zeigner
Casa–Los Niños Del Valle:
Barbara Averill
Joe Bandy
Boxtop for Education
Shirley H. Broberg
Yvonne Carrell
Caterpillar Foundation
Joanna Donahue
Freeport-McMoRan Copper
& Gold Foundation
Gordon Foundation
Mr. & Mrs. Michael Habib
Sara Hunter
L. Joan Kessel
Karla Leon
Mr. & Mrs. R. S. Nelson
Rancher’s Mercantile
Mr. & Mrs. Edwin B. Roberts
Stephen Schmidt
Maxine M. Toth
Valley Fiber Art Guild
Muriel Wagner
Geraldine Williams
Mr. & Mrs. Russell Wooden
Wilma Youngblut
Central Park:
Betty R. Brewer
Marion Carlisle
Kathleen Dodson
Yvonne L. Frash
Marjorie S. Gloyd
Betty A. Goff
Patricia F. Greenig
Mr. & Mrs. Adrian B. Holmes
Marjory Margulies
Mr. & Mrs. Angus J. McDonald
Margaret Preston
Joyce Rembold
Mr. & Mrs. William Southall
Freda Van Houten
Mary Lou Warren
Signe Youngquist
In Honor of:
LA POSADA BOARD MEMBERS
Community Connect:
Kathy-Bell Duncan
Kappa Kappa Gamma Alumnae
Knights of Columbus
Sharon Sterling
Computer Club:
Mr. & Mrs. Douglas J. Adams
Mr. & Mrs. Robert A. Benish
Marion Carlisle
Yvonne L. Frash
Dr. & Mrs. Keith E. Olsan
Mr. & Mrs. James C. Wulliman
Dr. & Mrs. Erwood E. McPhetres
Bonnie Patterson
Joyce Rembold
Jane Rogers
Elinor S. Rose
Mr. & Mrs. Harry S. Russell, Jr.
Vinson R. Simpson & Brenda Hait
Mr. & Mrs. Douglas B. Webster
Jane Rogers
Mr. & Mrs. Warren H. Steurer
Good Neighbor Fund:
In Honor of:
Mr. & Mrs. A. Peter Schultheiss
“Dreams Come True” Fund:
“Good Friends Connection”
In-House TV/Media
Services:
PEGGY SMITH
Yvonne L. Frash
John L. Sandra
Fitness Activities/Equipment:
Mary Climie
Margaret E. Everett
Mr. & Mrs. Eric Gough
Winifred J. Harris
Dr. Leonard M. Heinz
Sonya Larsen
Leone Mendenhall
Capt. & Mrs. Allen H. Balch
Betty A. Goff
Winifred J. Harris
Nancy Lamphere
Hazel P. Lederer
Marjory Margulies
Florence Metz Mills
Mary Joy Riley
Opal N. Atwood
Ruth G. Benson
Fred H. Bigelow
Dr. & Mrs. J. Vickers Brown
Mr. & Mrs. Mark N. Dugan
Margaret E. Everett
Mr. & Mrs. Angelo S. Filigenzi
Mr. & Mrs. Harold Gillespie
Betty A. Goff
Elizabeth Hughes
Mr. & Mrs. Jack M. Israel
Janet A. Krueger
La Posada Singers:
Margaret E. Everett
Mr. & Mrs. Jack Taylor
La Via Memory Care:
Bernice S. Bohman
Cynthia Brady
Mary Jane Clabots
Helen (Punky) Griggs
Lois E. Pittenger
Phyllis Tingstad
Meditation Garden:
Abbie Anderegg
Patricia Basden
Claire Gardner
Eugene Gray
Susan Simmons
Signe Youngquist
In Honor of:
LISA & GARY ISRAEL’S ANNIVERSARY
GARY ISRAEL’S PROMOTION
Intergenerational Fund:
Gordon Foundation
La Hacienda:
Arlyne H. Ehli
Jean Kaelber
Jeanne O’Boyle
Doris C. Steffy
Earl E. Weaver
La Joya:
Martha P. Fankhauser
La Joya Library:
Mary Lou Gilkes
Florence Metz Mills
La Perla Library:
Shirley H. Broberg
Mary Climie
Arlyne H. Ehli
Jo Anne Holmes
Christine Vensel
La Vista Library:
Merilys P. Brown
Anne Carnahan
Mr. & Mrs. Phil Conklin
Nancy L. Enzie
Mr. & Mrs. Gus Hallgren
Mary Lou James
Florence Metz Mills
Marcella Rupp
W. R. Kephart Endowment:
Rosalind Kephart
Gisele M. Klemann
Rev. Harold Nelson
Chaplaincy Fund:
Abbie Anderegg
Marguerite Nelson
Mr. & Mrs. Roger Stoddard
Observatory Fund:
Betty Teeter
Outpatient Therapies:
Leone Mendenhall
Performing Arts Fund:
Esther Grimsley
Mr. & Mrs. George B. Gunderson
Scholarship Fund:
Ruth S. Afifi
Corinne L. Albert
Abbie Anderegg
Louis P. Anderson, Jr.
Mrs. Richard H. Anderson
Mr. & Mrs. Donald N. Anderson
Robert Q. Anderson
Mr. & Mrs. David T. Appleton
Elizabeth Balsbaugh
Octavia Bash
Sheila Bennen
Patricia S. Bickmore
Mable Bigelow
Janet K. Billington
W. M. Bird, Jr.
Mr. & Mrs. Gary J. Bockover
Mr. & Mrs. Bruce Bohor
Mr. & Mrs. James P. Boutwell
Mr. & Mrs. Wendell Bowers
Dr. Walter L. Bown & Margery Hurst
Betty R. Brewer
Lois F. Brown
Merilys P. Brown
Dr. & Mrs. J. Vickers Brown
Mr. & Mrs. Michael A. Burns
Col. Richard B. Bushong
Robert E. Byrd
Mr. & Mrs. M. D. Cameron
Marion Carlisle
Tamara A. Casillas
Eugene J. Cech & Kay R. Kennard
Jimmy J. Chaffins
Elsa Chamberlain
Chapter CI PEO
Susan H. Charlesworth
Mr. & Mrs. John C. Cissel
Mary Climie
Sonia Collins
M. Elaine Conlon
Carmela R. Costello
Mr. & Mrs. Alan E. Cram
Mr. & Mrs. Scott Dahlgren
Mr. & Mrs. James G. Davis
Lee Kuiken Davis
Franklin R. Dean
Ruth A. Deobler
Mr. & Mrs. Lawrence A. Dernbach
Roger W. Dewey
Kathleen Dodson
Joan Domash
Janet R. Douglas
Mr. & Mrs. Donald R. Dreiske
Connie Dudley
Gordon W. Early
James C. Eckels
Mr. & Mrs. Bil Edwards
Arlyne H. Ehli
Nancy L. Enzie
Roger Ermili
Mr. & Mrs. J. David Evanich
Janice L. Evans
Margaret E. Everett
Thurston P. Farmer, Jr.
Mr. & Mrs. Jack L. Fields
Susan E. Finley
Mary Fisher
Pat Fisher
J. Kenneth Fleshman, M.D.
Mr. & Mrs. Milton P. Foster
Joanne I. Franson
Phyllis Fritz
Mr. & Mrs. Donn M. Fuller
Mr. & Mrs. Robert Funari & Family
Mr. & Mrs. Charles A. Gardner
Dr. & Mrs. Quentin H. Gessner
Anne Gillespie
Caryl J. Glen
Virginia B. Golden
Mr. & Mrs. Eric Gough
Mr. & Mrs. John A. Guion
Mr. & Mrs. George B. Gunderson
Jane Hanheide
Marjorie W. Hanley
Helen Hanselmann
Mr. & Mrs. Dwight C. Harper
Mr. & Mrs. Randy D. Harrison
Mr. & Mrs. David H. Haynes
Mr. & Mrs. Richard T. Hejduk
Dr. Lucy S. Hernried & Allyn Knoche
Jo Anne Holmes
Hazel A. Hunter
Mr. & Mrs. Franco Iozzi
Mary Lou James
Mr. & Mrs. Don J. Jenny
Mr. & Mrs. Bruno Johnson
Eva M. Johnson
David V. Jones
Delphine S. Kalis
Cari S. Kelly
Mr. & Mrs. Robert F. Kennedy
Julia M. Kent
Rosalind Kephart
Bonnie J. Kleeberg
Dr. Kathryn D. K. Kohler
Mr. & Mrs. Franklin E. Kreisher
Janet A. Krueger
Elva J. Lane
Nancy H. Langdon
Sonya Larsen
Clara Leo
Mr. & Mrs. Richard A. Lester
Mr. & Mrs. David Link
Marjory Margulies
O. Celeste Martin
Mr. & Mrs. David Mathews
Mr. & Mrs. Pressly H. McCance, Jr.
Mr. & Mrs. William J. McNarie
Carole E. Haskins-McPhetres
Leone Mendenhall
Barbara Mengebier
Craig W. Moore
Bob Moser
Ione M. Mosier
Mr. & Mrs. Alexander L. Neil
Marguerite Nelson
Mr. & Mrs. Alfred E. Nemecek
Mr. & Mrs. Seymour Parker
Bonnie Patterson
Terry Patton
Paul H. Pavlat and Caryl Glen
Diane Peterson
Mr. & Mrs. John Pilger
Lois E. Pittenger
Margaret Preston
Alberta F. Rasmussen
Laura I. Rasmussen
Mr. & Mrs. Dudley L. Reep
Registered Nurses of GV
Robert Reierson
Serene Rein
Mr. & Mrs. Ron Ressler
Carol A. Richardson
Mr. & Mrs. Stan A. Riddle
Mary Joy Riley
Jim Robbins
Mary Alice Robinson
Jane Rogers
Elinor S. Rose
Mr. & Mrs. Harry S. Russell, Jr.
Kathryne Sarns
Mr. & Mrs. William A. Sauder
Grace Schmeiser
Terry Secord
Jane
Selbie
Mr. & Mrs. Richard M. Sharp
Jay W. Shreiner
Dr. & Mrs. Jay Silverman
Ethel M. Skowronski
Marjorie L. Smith
Mr. & Mrs. Peter D. Smith
Klaus Stange
Doris C. Steffy
Lois Stokes
Doris J. Stuart
Carol L. Swanger
Earla S. Swope
Mr. & Mrs. Russ Symes
Phyllis Tingstad
Mr. & Mrs. Lowell E. Tompkins
TOPS AZ 305
Ruth R. Tufigno
William C. Tyndall
Dr. & Mrs. David D. Ulmer
Mr. & Mrs. Hendrik Van Veen
Mr. & Mrs. Robert F. Kennedy
Dorothy Lorentzen
Mr. & Mrs. Angus J. McDonald
Leone Mendenhall
Lillian E. Monson
Mr. & Mrs. John H. Page
Jane Rogers
Elinor S. Rose
Jane Selbie
Dr. & Mrs. Jay Silverman
Earla S. Swope
Christine Vensel
Mr. & Mrs. Robert Venuti
Bernice S. Vertner
Mr. & Mrs. William P. Vosseller
Mr. & Mrs. Theodore Walden
Mr. & Mrs. Richard Waldt
Earl E. Weaver
Greta Lou (Geege) Whitehead
Mr. & Mrs. Van O. Williams
Signe Youngquist
Marilyn L. Zeigner
Esther L. Zimmerman
Morton L. Zimmerman
In Honor of:
Burtis Scholarship Endowment:
Estate of Ann Charlesworth
Fenner Scholarship Endowment:
Helen Fenner
Luce Medical Scholarship
Endowment:
Estate of Martha Sadler
Roberts Scholarship
Endowment:
Tozier Scholarship Endowment:
Bonnie B. Tozier
Van Veen Scholarship
Endowment:
ROS SIROTA
Lee Kuiken Davis
Rosemary Fitzpatrick
Burbank Scholarship
Endowment:
Workshop Fund:
The Shoppes at La Posada:
Bowers Scholarship Endowment: Betty Bettaso
Estate of Ann Charlesworth
Susan E. Finley
L. Joan Kessel
Elizabeth Balsbaugh
Virginia B. Golden
Patricia F. Greenig
Mr. & Mrs. Roland A. Hermann
MEMORIAL GIFTS
In Memory of:
ABBIE ANDEREGG
Merilys P. Brown
Marguerite Nelson
Lois Stokes
JIM & ABBIE ANDEREGG
Judith Anderegg
RUTH ANDERSON
RICHARD BALSBAUGH
MARK BARBER
PAT BELDEN
JOHN BENDER
J. GLEN BENSON
FRED & DOROTHY BIGELOW
Fred H. Bigelow
CHARLES BROOMHALL
Lois Stokes
SALLY BURBANK
Mr. & Mrs. David T. Appleton
Sheila Bennen
Mr. & Mrs. Gary J. Bockover
Mr. & Mrs. James P. Boutwell
Merilys P. Brown
Mr. & Mrs. Michael A. Burns
Mr. & Mrs. M. D. Cameron
Tamara A. Casillas
Mr. & Mrs. Scott Dahlgren
Lee Kuiken Davis
Mr. & Mrs. Lawrence A. Dernbach
Janet R. Douglas
Mr. & Mrs. Donald R. Dreiske
Gordon W. Early
Mr. & Mrs. Bil Edwards
Arlyne H. Ehli
Mr. & Mrs. J. David Evanich
Janice L. Evans
Margaret E. Everett
Mr. & Mrs. Jack L. Fields
Mary Fisher
Mr. & Mrs. Donn M. Fuller
Mr. & Mrs. Robert Funari & Family
Anne Gillespie
Mr. & Mrs. Randy D. Harrison
Mr. & Mrs. David H. Haynes
Cari S. Kelly
Julia M. Kent
Rosalind Kephart
L. Joan Kessel
Dr. Kathryn D. K. Kohler
Mr. & Mrs. Richard A. Lester
Mr. & Mrs. Pressly H. McCance, Jr.
Craig W. Moore
Mr. & Mrs. Alexander L. Neil
Marguerite Nelson
Terry Patton
Mr. & Mrs. John Pilger
Mr. & Mrs. Stan A. Riddle
Jane Rogers
Mr. & Mrs. William A. Sauder
Jay W. Shreiner
Doris C. Steffy
LARRY CHAMBERLAIN
ANN CHARLESWORTH
TOM CLABOTS
DR. RICHARD CORTON
Mr. & Mrs. Harold Gillespie
Christine Vensel
EVERICE CREWS
Minnie R. Cebuhar
DICK DAVIS
Lee Kuiken Davis
DR. BETTY JANE DILLON
Alma Dillon & Family
Vernon L. Hopkinson
RALPH DOUBLER
JEAN ECKELS
WILL EHINGER
Betty R. Brewer
Dr. Lucy Hernried & Allyn Knoche
Elinor S. Rose
Terry Secord
Christine Vensel
HELEN FANKHAUSER
PHYLLIS FRITZ
MARY FURMAN
Arlyne H. Ehli
BYRON (BARNEY) GARDNER
Claire Gardner
VIRGINIA GIFT
ROSEMARY GRANT
Barbara S. Cassin
Eugene Cech & Kay R. Kennard
Edwin H. Grant, Jr.
Mr. & Mrs. Newell M. Grant
Ingeborg Kiss
Mr. & Mrs. David Mathews
Carole E. Haskin-McPhetres
Diane Peterson
Ruth R. Tufigno
SARAH GRAY
Eugene Gray
STUART HUGHES
Elizabeth Hughes
LAYLIN JAMES
Mary Lou James
MARGERY JENSEN
PATRICIA KAUL
Community Health Link
Arlyne H. Ehli
Marjorie W. Hanley
Jean Kaelber
CAROL KOUBA
Florence Metz Mills
Andrew L. Schuyler
Marilyn L. Zeigner
NANCY LANGDON
Paul M. Blessing
Ruth A. Deobler
Arlyne H. Ehli
Joanne I. Franson
Jaclyn Roberts
Carol L. Swanger
Ruth A. Whitaker
MARGARET LARKIN
HERBERT LISLE
JEANNE LINDELL
ROBERT LOVE
DR. HAROLD MARGULIES
Marjory Margulies
JENNIE MARINER
Laura I. Rasmussen
YVONNE MARTINEAU
Nancy Lamphere
Florence Metz Mills
Jane Rogers
EILEEN MCPHETRES
Patricia Basden
CHARLES R. MEILLER
Elfriede C. Meiller
PHILLIP “PHIL” MILLER
DOROTHY MOON
HAROLD NELSON
Marguerite Nelson
MARIAN NYQUIST
WILLARD NYQUIST
Clara Leo
Lois Stokes
BONNIE PATTERSON
PAST BOARD MEMBERS
RON PAYNE
LILA PHILLIPS
STAN PHILLIPS
COL. EDWIN PITTENGER
Lois E. Pittenger
LORALEE POTTINGER
DAVID RAINEY
JEAN REID
Helen Griggs
Marguerite Nelson
Mr. & Mrs. Roger Stoddard
JOHN RILEY
Mr. & Mrs. Peter Bellisario
Frances E. Calene
Mr. & Mrs. F. Warren Starns
Mr. & Mrs. Brad A. Tate
Mr. & Mrs. Charles Utoft
Mr. & Mrs. John W. Vold
Mr. & Mrs. Alan C. Winfield
SUSAN RISKA
GRACE ROE
MARY “POLLY” ROWLEE
PEGGY RUTH
MARTHA SADLER
Jeanne O’Boyle
Lois Stokes
CAROL SANDERS
K. E. SAUNDERS
Ken Saunders
DON SHELTON
Carol L. Shelton
DAVID SIROTA
Lee Kuiken Davis
Florence Metz Mills
Mary Alice Robinson
Lois Stokes
DON STASZESKY
Jody Staszesky
CATHERINE STEVENSON
Florence Metz Mills
DORIS STUART
JOAN STUEHLER
THELMA THORNTON
GRACE TOZIER
KATHERINE TURNER
Dorris L. Bull
MARVIN VAN HOUTEN
Freda Van Houten
DR. LEE VENSEL
Shirley H. Broberg
BETTY VERGINE
JUNE N. WEAVER
Earl E. Weaver
DR. REUBEN WIDMER
WHALLEY WILLIAMS
Anne Williams
If we have inadvertently omitted your
name or have listed you inappropriately,
please accept our sincere apologies and
notify us at (520) 648-7910.
2014 Board of Trustees
Will Bennett, Chair
Simon Davis
Lisa Israel, President & CEO
Jane Lateer
Jerome Ochs
Robert Porterfield
John J. Stephens, M.D.
Kathy Ward
Alan Winfield
Donald G. Shropshire, Trustee Emeritus
Senior Management Team
Lisa Israel, President & CEO
Joni Condit, Sr. VP/Chief Operating Officer
Paul Ide, Sr. VP/Chief Financial Officer/Chief Information Officer
Mark Dugan, VP/Posada Life Foundation
Jim Casanova, VP/Human Resources
Steve Kolnacki, Director of Home and Community Services
Jerry Weygint, Director of Information Technology
Paul Loomans, Director of Marketing & Sales
Management Team
Glenn Bazzano, Director of Security
David Curl, Director of Facilities/Maintenance/Grounds
William McCreery, Director of Casa Community Services
Michael Okurily, Director of Environmental Services
Nicole Raymond, Director of Resident Services
Jana Smith, Associate Director of Assisted Living Services
Judy Squires, Director of Homecare and Case Management
Rodney Timm, Executive Chef, Associate Dining Services Director
Richard Tyler, Director of Dining Services
Kay Warren, Director of Assisted Living Services
Resident Council – 2014
John Guion, President
Ivars Vecbastiks, Vice President
Roger Dewey, Secretary
George Blank, Treasurer
Joanne Burke
Parkie Copeland
Lee Davis
Kit Humphries
Carole Jenny
Joan Kessel
Russ Symes
Mort Zimmerman
All of the photos in this Annual Report, except the photo of
Oro Valley, were taken on the La Posada campus.
350 E. Morningside Rd.
Green Valley, AZ 85614
(520) 648-8131
PosadaLife.org

2014 Annual Report

Transcription

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