annual report 2015 - the foundation...share the magic of umh, a daylong event filled with magic,...
TRANSCRIPT
A N N U A L R E P O R T 2 0 1 5
LETTER FROM THE CHAIR OF DIRECTORS, CHAIR OF TRUSTEES AND PRESIDENT
Our full-service communities continue to transition from a medical model in healthcare to household models, creating environments where residents can live fulfilling, meaningful and self-directed lives. The Shores at Wesley Manor has developed three neighborhoods of approximately 20 residents each. These establish a person-centered model of caring for
residents, giving them greater control over their daily routines. We invested almost two years bringing key stakeholders together to learn about and create the model. Conceptual plans of similar scope are in the works for Collingswood, followed by Bristol Glen and then Pitman.
As planned and in harmony with Service Expansion, The Shores at Wesley Manor opened six hospice- dedicated apartments in April 2015. Located in a
private assisted living neighborhood, each one-bedroom apartment has been custom designed for individuals facing terminal illness that no longer responds to curative treatment. The expertise of the multi-disciplinary hospice team includes advanced, traditional and alternative therapies; 24-hour nursing oversight; medication management; certified caregivers; emotional and spiritual support; personal services; and palliative care for symptom management and pain control. Welcoming gathering spaces for families and friends complement a nurturing atmosphere.
We refreshed our mission, vision and values statements and celebrated Commissioning Services for our executive directors and housing administrators. This focus on our Wesleyan Christian values segued into Missioning Services for all associates at each community. They honored associates and their call by God to a ministry of caregiving and affirmed the important impact associates make using their unique gifts and embracing our core values of compassion, respect, stewardship and service. Additionally, Spiritual Care Teams and local Mission Teams have been formed to develop creative ideas for celebrating the Homes’ mission
and values in the future.
United Methodist Homes concluded fiscal year 2015 with an overall increase in net assets. We completed a refinancing of debt in October
2014 which reduced the amount of interest expense that UMHNJ must pay on our outstanding debt and this resulted in a large decrease in
interest expense in 2015. Therefore, through this positive stewardship, we are realizing savings and able to retain more of our cash for other
ministry purposes. This promotes goals under the Strategic Plan’s mandate to Strengthen the Financial Position of the Ministry.
Through the analysis of hospital discharge documentation, all of the full-service communities have created a specialty clinical niche within their respective healthcare centers. Bristol Glen offers a pulmonary specialty while The Shores focuses on cardiac rehabilitation. This initiative has effectively aligned us with several hospitals for stronger referrals and consistency of clinical care as people move from hospital to home.
As accountable care organizations and bundled payments have surfaced as key strategies of the federal government to control the cost and quality of healthcare, our ability to reduce hospital readmission rates and track key clinical performance metrics have proved invaluable. This is critically important for our future and will distinguish UMHNJ in the marketplace. We continue conversations with several accountable care organizations and major insurance companies.
To advance the Strategic Plan’s mandate to Strengthen the Organizational Human Capital, considerable time has been devoted to developing foundational human resources policies and best associate relations practices, including the Fair Treatment Process. Consistent with those outcomes, we issued an Associate Resource Guide. The recruitment, hiring and on-boarding of new talent now aligns with the organizational values. Also, within human resources and aligned with Integrating the UMHNJ Mission into the Fabric
of the Ministry, we are assimilating our values into the organizational job descriptions and reinventing the performance evaluation process. In order to make decisions consistent with our organizational values, we are creating a Wesleyan decision-making model.
Share the Magic of UMH, a daylong event filled with magic, music, information and inspiration, occurred in May 2015. The day held some very serious purposes: bringing together associates who work in eleven unique locations; affirming and acknowledging organization-wide, local site, and individual accomplishments; giving a status report on the Homes; viewing videos featuring the compassionate relationships
between associates and residents; and inspiring and motivating staff. Four associates received awards as determined by nominations through an interdisciplinary Awards Committee.
United Methodist Homes of New Jersey is united by our commitment to a noble mission and common purpose. Collectively, we have moved our mission and agenda forward with your help. We do this work for the love of people and for the ways in which our efforts improve the human condition. We do it for our love of Newton, East Orange, Montclair, Neptune, Plainfield, Red Bank, Ocean Grove, Ocean City, Collingswood, and Pitman. And we do it for the love of residents who have entrusted their housing and care needs to us for over 108 years.
While much work remains toward the Strategic Plan’s initiatives, we will continue to embrace omnipresent change and grow. We thank you for your many demonstrations of love, energy, passion, support, and faithfulness, especially to the Fellowship Fund, the cornerstone of our charitable mission. God bless you and the role you play facilitating United Methodist Homes’ abundant life.
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Since the United Methodist Homes of New Jersey (UMHNJ) board of
directors approved the Strategic Plan 2013 - 2017, we have done much and published this progress in the last
two annual reports. The theme for our fiscal year 2015 annual report, Share the Magic of UMH, continues
to chart that journey.
Lawrence D. CarlsonPresident & CEOUnited Methodist Homes
Frank KardashianChairBoard of Trustees United Methodist Homes Foundation
Virginia Samuel CetukChairBoard of Directors United Methodist Homes
With Alliance Rehab, Bristol Glen and The Shores at Wesley Manor implemented SeniorFITness, a venture which supports a longstanding priority — improving resident function, quality-of-life and indepen-dence. Led by professional exercise physiologists, the multidisciplinary program, designed to be both fun and functional for older adults, improves strength, balance, mobility and mental well-being through a wide assortment of activities. As residents age, improving balance is one of the keys to preventing falls.
A significant step toward the Strategic Plan’s expansion of Home and Community Based Services occurred in June 2015 with the launching of The Arms Café at Wesleyan Arms. They have partnered with Home Helpers of Monmouth County and the Visiting Nurse Association of Central Jersey to promote living and learning for the area’s older adults. PineRidge of Montclair’s resource hub and meeting place, Senior Space, successfully continues to offer weekly social interaction, physical exercise and lifelong learning at the Montclair Public Library.
As both hubs engage into and with their local communities, the varied calendars include: chair yoga or Zumba®, art, technology, reading and book club discussions, meeting new friends, walking groups, finding information, enjoying the company of others, and more. Resource coordinators offer information about elder care to individuals and their families. This allows access to important resources to successfully age in place at home: meals, home care, tele-health, and chore, social and transportation connections.
Gloves and pen await associate signatures during a Missioning Service at Covenant Manor.
PineRidge of Montclair associates Tamika Jackson-White, social services coordinator, and India Santos, housing administrator, receive the Excellence in Community Service Award for the Senior Space-Montclair Library initiative from LeadingAge New Jersey.
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Lavonia Beerfield, CEO of Angel’s Touch Mobile Phlebotomy Service, at
The Arms Café Grand Opening.
This year, with senior resource hubs operating in Montclair and Red Bank, the number of lives impacted outside of our walls greatly increased. Wesleyan Arms’ Arms Café, opened in June, has experienced a steady increase in traffic, particularly from adult children who escort mom or dad there each Wednesday. The Senior Space in Montclair not only has a dedicated following, but also the demand to add another day! The hubs have provided a platform for service provision and have forged relationships with nearby businesses and services for seniors. We anticipate that by the end of this year Francis Asbury Manor, Covenant Manor and Bishop Taylor Manor will have resource hubs, further broadening our reach and the opportunities to share an abundant life with the surrounding neighborhoods.
The number of school programs, service learning and sheltered learning environments requesting placement on our campuses has multiplied. These onsite experiences offer real life learning to augment classroom education. Some programs, such as ‘welfare to work’ or ‘project self- sufficiency’ go further to help participants develop marketable skills that bolster chances for success in the workplace.
Francis Asbury Manor became a pilot site for special needs students to gain experience in the business community. They learn self-sufficiency skills and develop the tools to transition to adult life and become successful employees. Seven students have participated in the Francis Asbury
Manor program. Three graduated from the program: one is employed as a pre-school aide, another at a senior community nearby and the third graduate works at Monmouth University.
The Homes supports communities by sharing resources, expertise and providing benefits that exceed any gains resulting from its tax exempt status. Supporting the greater community is viewed through the lens of our mission: compassionately serving in community so that all are free to choose abundant life. We continually look for ways to broaden our reach and our support of the community.
Community benefit goes hand-in-hand with the missions, visions and values of nonprofit organizations. Ultimately, when the time and energy expended toward the good of
neighborhoods realizes positive outcomes, all share in the triumph.
One component of the United Methodist Homes’
strategic plan, is to further integrate and support
the many New Jersey neighborhoods that
surround our communities. The establishment
of senior resource hubs, focused on providing a
specialized place for older adults to convene, take
a class, access resources and generally mingle and
have fun, has been a principal goal this year.
COMMUNITY BENEFIT
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For the fourth consecutive summer, students from the AIM High Science and Technology Program at Rowan University immersed themselves in community life activities with Pitman Manor residents. COST OF CARE
Medicaid Subsidy $7,451,000UMHNJ participates in the Medicaid program, which does not fully reimburse the organization for the cost of services provided to the residents.
Charitable Care $6,080,000UMHNJ also allows residents in independent and assisted living, who have outlived their resources and can no longer pay for full cost of care, to remain in their UMHNJ communities.
Total cost of care provided without payment: $13,531,000
VALUE OF SUPPORT TO OUR LOCAL NEIGHBORHOODS Pilot Agreements
As a nonprofit organization UMHNJ communities elected to enter into PILOT (Payment in Lieu of Taxes) contracts with their individual municipalities. This good faith effort is meant to offset the use of municipal services even though nonprofits are not required to do so.
Community Based Clinical Services, Internships and Workforce Development
College internships, job training opportunities, school projects and research.
Social and Environmental
Events, social affairs, recycling, education, senior information, impact on the environment, senior resource hubs and education.
Cash Donations and In-Kind Contributions
Direct donations of equipment, supplies, food and contributions that provide support to the community such as First Responders.
Use of Community Spaces
Community blood drives, meetings, supports groups, voting, etc.
Health Education and Resources
Free flu shots, health fairs, pharmacy reviews, speakers and screenings.
Associate Volunteerism in the Community
UMHNJ associates volunteer in the greater community for special projects during work hours.
Total: $1,285,954
GRAND TOTAL of Community Benefit:
$14,816,954
$191,207
$201,490
$241,201
$279,901
$390,256
$165,200
$13,900
Wesleyan Arms launches the grand opening of The Arms Café offering a senior resource hub to the area’s older adults. Guests visited tables manned by Zumba® Fitness, Visiting Physician/Geriatric House Call Specialists, JBJ Soul Kitchen, We Care Adult Care, Red Bank YMCA, Atlas Advisory Group, A Time to Kiln, and others.
Home Office associates volunteer at the FoodBank of Monmouth and Ocean Counties: President & CEO, Larry Carlson; Accounts Payable Associate, Melissa Mieloch; Accountant, Barbara Sharp; Development Administrative Assistant, Rebecca Roe; and Director of Strategic Partnerships, Gary Engelstad.
Non-Financial Statistics:
July 2014 to June 2015
Average residences occupied 1,222 Independent Living 369 Assisted Living 615 Nursing 238Residents receiving charitable care 184Communities 10Staff 1,028Volunteer hours 77,389Volunteer value $1,213,212
Liabilities and Net Assets
Current liabilities: Current portion of long term debt $4,371,386 4,434,429 Accounts payable, accrued liabilities and other current liabilities 9,529,820 8,378,165
Total current liabilities 13,901,206 12,812,594
Deferred revenue and refundable entrance fees 21,085,457 22,822,298 Accrued pension obligation 2,271,181 1,657,760 Long term debt 77,152,971 84,859,481 Other liabilities 3,402,527 3,622,378 Total liabilities 117,813,342 125,774,511 Net assets Unrestricted 44,538,288 43,382,833 Temporarily and permanently restricted 9,045,208 9,931,621 Total net assets 53,583,496 53,314,454 Total liabilities and net assets $171,396,838 179,088,965
(1) Decrease in balance in 2015 due in large part to the refinancing of debt.
Statements of Operations and Changes in Net Assets
Years ended June 30, 2015 & 2014
2015 2014
Net service revenue $74,601,029 73,464,986 Other revenues, primarily contributions 1,521,510 1,059,794 Total revenues and other support 76,122,539 74,524,780 Operating expenses: Residential, assisted living and healthcare operations 49,511,298 47,709,756 Administrative 16,410,217 14,782,903 Depreciation and amortization 5,449,758 5,188,154 Interest 3,369,765 4,210,860 Total operating expenses 74,741,038 71,891,673 Operating income 1,381,501 2,633,107 Other income, including realized gains 3,171,952 2,660,310 Other changes in net assets (2) (4,284,411) 3,993,125 Change in net assets $269,042 9,286,542
Balance Sheets
June 30, 2015 & 2014 Assets 2015 2014
Current assets: Cash and investments $40,815,654 42,263,481 Assets limited as to use 2,233,052 2,745,244 Accounts receivable 7,157,838 6,234,357 Other current assets 1,764,819 2,325,167 Total current assets 51,971,363 53,568,249 Assets limited as to use 29,505,125 34,765,338 Property, plant and equipment 88,886,988 89,786,750 Other assets 1,033,362 968,628 Total assets $171,396,838 179,088,965
F I N A N C I A L S
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(1) Includes loss on refinancing of debt of $916,440 in 2015. This refinancing will save UMHNJ $8 million in interest expense over the next 15 years. (2) Includes net unrealized (losses) gains and pension related (expenses) income.
Francis Asbury Manor resident, Nan Tralka, and Susan DeGeorge, RN, director of residential life, take a walk on the Ocean Grove beach.
Tulips in bloom at Collingswood Manor.
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A pair of nearly identical dogs dressed in fall sweaters pose at Collingswood Manor’s annual Doggone Pupkin Parade.
Wesleyan Arms hosted an Intergenerational Parade of Hats. Second grade students from the Red Bank Charter School made Renaissance Period hats with assistance from residents.
President’s CirCle - $5,000 or more
Miss Dorothy H. Beaman †Mr. & Mrs. Lawrence BelhMr. & Mrs. Lawrence CarlsonCollingswood Manor Resident CouncilMrs. Emily J. DelcampMr. David A. DoughertyThe Graham CompanyHawks & CompanyMr. Theodore JordanMiss Elizabeth A. Keat Mr. & Mrs. John MeagherThe Merz GroupOcean Grove Service AuxiliaryMr. Samuel & Rev. Margaret PrestonPrudential Foundation Matching Gifts ProgramMr. Leland W. Schubert & Ms. Jane Rehmke The Shores at Wesley Manor Resident CouncilSix Flags Great Adventure
Integral to United Methodist Homes’ ministry, is upholding its
communities throughout New Jersey.
The Fellowship Fund reflects our
values of compassion, respect,
stewardship and service. It ensures
our ability to compassionately serve
in community so that all are free to
choose abundant life and thrive by
embracing an active lifestyle. Like a
financial safety net, it sustains our
communities’ charitable mission.
BenefaCtor - $2,500 to $4,999
Rev. Patria Agustin-SmithBristol Glen AssociatesBristol Glen AuxiliaryBristol Glen Resident CouncilRev. & Mrs. Edward CarllCollingswood Manor ResidentsJackson OutletsMonmouth MallPitman Manor AssociatesPitman Manor EventsRotary Club of Ocean City-Upper TownshipDr. Judith & Mr. Robert SamesSella Foundation TrustMs. Elenore M. Thompson
amBassador - $1,000 to $2,499
Dr. James C. BattenMr. Ralph BowmanBristol Glen EventsLaw Offices of Sanford Brown, LLCMr. & Mrs. Paul D. Burrowes, IVRev. & Mrs. John CallananMr. James ClancyRev. Sharon D. ClappAlex Clark’s Investigative ServicesChatham UMC: United Methodist WomenCollingswood Manor AssociatesMrs. Dolores M. DaucherRev. John & Mrs. Ethel DealMr. & Mrs. Leonard A. DeiningerEmbury UMC Women’s Steering Committee: United Methodist WomenMrs. Ann R. EnglishMs. Kathy FelmeyThe Fox FoundationMr. Paul GilbertMr. David GlennMs. Marlene Graham & Mary Ann McCannMs. Beth GrantMs. Gail HarmerMs. Barbara L. HarrisMs. Rita L. Havens
K. Edward Jacobi, Esq. & Katharine E. McClearyMr. & Mrs. Robert JacquesMr. Frank KardashianRev. Dr. Richard & Mrs. Dalene LeaverMr. & Mrs. Curtis LippincottMr. & Mrs. James K. LloydMr. Anthony & Rev. Elizabeth MallozziMr. & Mrs. William McGinnisMr. Steve & Dr. Carol McKinleyMr. & Mrs. Robert MuirMs. Shirley A. MurphyNewton Medical Center/Atlantic HealthRev. Dr. Joseph Palma & Mrs. Lorna ManahanMs. Jane E. PiersonPNC HealthcareMrs. Jane G. PresserMr. & Mrs. Jeffrey QuinnJoseph & Gina SarnoBishop John ScholMr. & Mrs. Herbert L. SchulerMs. Beverly S. SchultzMrs. Rose M. SeeseMr. Carl F. ShannonDr. & Mrs. Carl E. ScheetzJimmie ShulerMr. & Mrs. Frank L. Signorelli
F E L L O W S H I P F U N D
Paul and Jane Heppard, Pitman Manor residents, ride bicycles, play ball and use hand weights to stay fit.
Juan Necioup, a Covenant Manor resident, loves to play his guitar.
The Shores at Wesley Manor Chapel FundThe Shores at Wesley Manor ResidentsSt. Peter’s UMC: United Methodist Women Rev. Harvey E. VanSciverDr. Carolyn W. WatsonMr. Robert M. WechtMr. & Mrs. Stephen WescottMr. & Mrs. Richard D. WilsonMr. & Mrs. Philip WinkieMs. Nancy WittMr. William ZeltmanMr. Eric A. Zillmer
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Kent Cummins leads associates as they learn to juggle scarves at Share the Magic of UMH.
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Lori Catalano, administrative assistant; Mary Carroll, sales manager; MaryAnn Maikisch, associate resources director; and Paula Burroughs, administrator; put on their best ‘50s garb for Bristol Glen’s 1950s-themed associate barbeque. An authentic 1950s menu, complete with egg cream, hamburgers, hot dogs, and shish-kabob made for a memorable throwback celebration!
Mr. Frank Kirby & Ms. Claudia Kirby
Mr. & Mrs. Dean Livingston
Miss M. Lynne Lochel
Mauricetown UMC: Ladies Loyalty Circle
Ms. Lois Meyers
Mr. Joseph Nardi, III
New Jersey Natural Gas
Ms. Nona L. Ostrove
Mrs. Rosalie D. O’Rourke
Pitman Manor Auxiliary
Princeton: United Methodist Women
Rev. Bruce & Mrs. Kathleen Quigley
Mrs. Nancy Gilbert Rhodes
Mr. Lyle Shannon
Mrs. Barbara Sharp
Mrs. Joyce Slaight
Mr. & Mrs. Alden T. Smith, Jr.
Ms. Margaret J. Smith
Mr. & Mrs. Fred Steelman
Sunoco, Inc.
The Shores at Wesley Manor Events
Mr. Charles L. Tice
Mrs. Darlene Thurber
Mr. & Mrs. George Ulrich
Mr. & Mrs. Glenn Ulrich
Mrs. Adrienne A. Vacanti
Rev. Dr. & Mrs. H. Alden Welch
West Grove UMC: United Methodist Women
Patron - $250 to $499
Mr. & Mrs. Theodore J. Aanensen
Mr. & Mrs. Porter T. Adcock, Jr.
Mrs. Sandy Aromando
At Home Medical
Audubon UMC: United Methodist Women
Mr. Michael Ayrer
Ms. Elizabeth Baggett
Mr. & Mrs. Richard C. Bailey
Mr. & Mrs. Raymond T. Barry
Mr. & Mrs. Howard Bates
Mr. & Mrs. Kenneth G. Bechtold, Sr.
Belvidere UMC: United Methodist Women
Bethesda UMC: United Methodist Women
Mr. John Bicking
Mr. & Mrs. John W. Bishop
Ms. Pendryl Blake
Mr. Edward E. Blakeslee
Ms. Christina R. Bontya
Mr. & Mrs. David G. Bostic
Bradley Car Care
Ms. Carla Branyan
Mrs. Betty Brown
Caldwell UMC: United Methodist Women
Mr. John T. Carney
Mr. & Mrs. Raymond J. Carrato
Cavanaugh’s Termite & Pest Services
innkeePer - $500 to $999
Mr. & Mrs. Mitchell Adamek
Mr. Robert L. Adams
Mrs. Elizabeth Andersen
Anonymous
Mr. Ronald Appleby
Mr. Carl Bagell
Bishop Janes: United Methodist Women
Rev. Robert L. Boettner
Ms. Dorothy E. Bolger
Mr. John A. Boswell
Mr. & Mrs. Paul Burrowes, III
Mr. & Mrs. John Bunty
Central UMC: United Methodist Women
Dr. Norman & Rev. Dr. Virginia Cetuk
Claudia’s Fashions
Clothes for Kids’ Sake, Inc.
Mr. & Mrs. Louis L. Chodoff
Mr. & Mrs. Chester H. Clark
Collingswood Manor
Corbett Exterminating Corporation
Covenant Manor Associates
Ms. Patricia M. Doughty
Mr. & Mrs. Emmons G. Elzey, Jr.
Epworth UMC: United Methodist Women
Ms. Claire Evans
Mr. & Mrs. William J. Felmey, Jr.
Fidelity Brokerage Services, LLC
Mr. & Mrs. John R. Fitzgerald
Ms. Deborah Follansbee
Francis Asbury Manor Resident Council
Mr. & Mrs. Daniel A. Frank
Mr. & Mrs. Otto Freier
Rev. & Mrs. Robert L. Frost
Mr. & Mrs. Robert I. Gaydosh
Mr. R. J. Gerken
Mrs. Ida Hauchwitz
Ms. Gerri P. Howey
Rev. Virginia Hubbard
Mr. & Mrs. Michael Ibrahim
Iliff-Ruggiero Funeral Home
Rev. Glenn & Rev. Bettie Chaplin
Mrs. Joann Cioeta
Ms. Judith De Santis
Mr. & Mrs. Charles D. Dougherty, Jr.
Mr. Cornell M. Dowlin, Jr.
Eastern Propane
Mr. Thomas Errickson
First UMC of Island Heights: United Methodist Women
Mr. & Mrs. John W. Fox
Ms. Theresa Frie
Ms. Bernice C. Gangaware
Ms. Pamela Garofolo
Mr. Halsey D. Genung
Dr. & Mrs. Homer J. Gerken
Ms. Sharon A. Harrington
Rev. Richard & Rev. Gina Hendrickson
Ms. Debra Henson
Holiday Inn Express
Horizon Foundation Matching Gifts Program
Mr. George Hults
Mrs. Olga D. Hults
Jersey Shore Gospel Music Fellowship
Mr. Richard C. Johnston
Kearny Federal Savings Bank
Ms. Judith A. Kelly
Mr. & Mrs. Frederick E. Kutteroff
Mrs. Kathleen Lally
Mr. & Mrs. William Loehning
Ms. Rebecca Lowe
Jim Mahon’s Moving & Trucking, Inc.
Mr. & Mrs. Howard L. Mason
Mr. Michael Merchant
Mrs. Pam L. Mezis
Midland Park UMC : United Methodist Women
Ms. Beatrice Miller
Mr. & Mrs. Ray Miller
Mrs. Mary Moloney
Mr. & Mrs. Sean Mooney
Ms. Naomi Morrison
Cherie Murray
Mr. & Mrs. Richard E. Nathan
Ms. Linda L. Nauha
Dr. Donna J. Nilson
New Jersey Manufacturers Insurance
New Jersey Manufacturers Insurance Company Employees
Newfield UMC: United Methodist Women
Newmans Heating and Air Conditioning
Mr. John Parsekian
Mrs. Naomi A. Pasquine
Perona Farms
Prudential Financial
Karen Ann Quinlan Hospice
Mr. & Mrs. Steve Rausch
Rev. & Mrs. William S. Reasner
Rev. & Mrs. George C. Reid
Mr. & Mrs. George R. Reimlinger
Ridgewood UMC: United Methodist Women
Mr. & Mrs. William A. Rittmayer
Mr. & Mrs. George H. Schildge
School of International Programs
Ms. Janice K. Schumann
Senior Helpers
Mrs. Adrianne Sinski
Smith-McCracken & Wood Funeral Homes
Mr. & Mrs. Paul R. Starn
Ms. Alice Stern
St. Paul’s UMC: United Methodist Women
Sturdy Savings Bank
Subaru of America Foundation
N. Constance Swieczwski
Mr. & Mrs. Wayne Szalma
T & T Coast Auto
Mr. & Mrs. Gerald W. Tamburro, Jr.
Mr. Steven Tilden
Mrs. Linda Tingley
Mr. Herbert Tobias
Ms. E. J. Valas
Mr. Thomas H. VanKirk
Visions Federal Credit Union
Mrs. Roberta Voloshin
Ms. Mary L. Wagner
Mr. & Mrs. Dale M. Watson
Rev. & Mrs. Barry W. Wehrle
Mrs. Marjorie B. Winnicki
† Deceased
F E L L O W S H I P F U N D c o n t i n u e d
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Tanya Sweet-Preston, Bishop Taylor Manor, housing administrator, holds an award received from the East Orange Fire Fighter League known as FLAME (Firefighter, League, Advocating, Minority, Equality). She and her staff collaborated with the Firefighter League on several community programs including a book bag drive, charity auction, food drive and assistance to displaced families.
The 21st annual Walk for All Ages occurred amid beautiful weather and allowed participants to view the Ocean Grove beach along the walking route.
The Wesleyan Society
named in honor of John Wesley, is
comprised of generous donors who
have included the Homes in their estate
plans. They support the Homes through
charitable gift annuities, bequest
intentions in their wills, trusts or other
deferred gifts, thereby upholding the
Foundation’s mission. Wesleyan
Society members fulfill their
philanthropic goals by providing much
needed, future financial support to
the Homes’ communities.
ESTATES & TRUSTS RECEIVED FISCAL YEAR 2015
Mr. Robert N. Anderson
Ms. Marguerite H. Arentzen
Mr. & Mrs. William Atkinson
Mrs. E. Ruth Auerswald
Mr. Robert Barrar †
Dr. James C. Batten
Mr. & Mrs. David N. Beckwermert
Ms. Diane G. Belverio
Mr. Rodney R. Bialko
Mrs. Norma Black
Mr. & Mrs. Vaughn L. Bonham
Mr. Norman B. Buckman
Mr. Paul Burrowes, III
Ms. Bertha L. Chatterton †
Rev. Sharon D. Clapp
Mrs. Myrtle B. Coxon
Mrs. Alice J. Crockford
Rev. Dr. & Mrs. Robert W. Crowther
Ms. Elizabeth E. Cummings
Mrs. Yvonne P. Dahl
Mr. Stanley Davis
Mrs. Emily J. Delcamp
Mr. Cornell M. Dowlin, Jr.
Mrs. Mary A. Drakely
Rev. Dr. & Mrs. Robert J. Duncan
Mrs. Ann R. English
Rev. Beverly Errickson
Mrs. Ruth B. Fiedler
Mr. Lawrence F. Finkle
Mrs. Elizabeth L. Fischer †
Mr. Kevin Fisher
Rev. Wilbert L. Frazer
Rev. & Mrs. Robert L. Frost
Mr. Douglas B. Fuller
Mr. & Mrs.† James Gale
Mrs. Ruth E. Gandek
Mr. Andrew H. Garrett
Mrs. Ruth V. Gaskill
Mrs. Ruth F. Gibbs
Mrs. June T. Gibson
Mrs. E. Cecilla Gilbert
Miss Ruth E. Grauert
Mr. Edward J. Groskinsky †
Miss Frances Gunderman
Mrs. Helen W. Hamilton
Mr. & Mrs. James Hanna
Mrs. Elizabeth B. Henderson
Rev. Richard Herritt †
Mrs. Doris C. Hewett
Mr. Richard H. Hoffman
Ms. Kathleen M. Howell
Mr. & Mrs. Herbert Hughes
Mr. Howard R. Huntley
Mrs. Jane A. Ingerson
K. Edward Jacobi, Esq.
& Katharine E. McCleary
Mr. & Mrs. Carlton I. Jessup
Ms. Dorothy E. Johnston
Mr. Frank Kardashian
Miss Elizabeth A. Keat
Mrs. Adelaide S. Knapp
Mr. Arthur R. Koenig
Mrs. Margaret T. Kovach †
Mr. John H. Marshall †
Mr. & Mrs. James L. Mason
Mrs. Anna Murray McHale †
Mr. Kent Mountford
Mrs. Helen L. Muniz †
Miss Nancy A. Noe †
Mrs. Rosalie D. O’Rourke
Mrs. Carol H. Pitts †
Mrs. Evelyn Powell
Mrs. Jane Gullett Presser
Mrs. Edith E. Propert †
Mr. & Mrs. William J. Propert
Mrs. Elsie G. Rambo
Mrs. Dorothy K. Raver
Mrs. Nancy Gilbert Rhodes
Ms. Lillian M. Richards
Miss Marjorie E. Ring
Ms. June P. Rounds
Dr. Robert S. & Dr. Helen R.† Russell
Dr. Judith & Mr. Robert Sames
Mrs. Virginia L. Scheetz
Ms. Staci L. Scheetz, Esq.
& Mr. Robert K. Uyehara, Jr., Esq.
Mrs. Mary H. Schips
Mr. Herbert J. Schoellkopf, Jr.
Miss Christine Schullian
Mrs. Norma V. Scott
Ms. Karen L. Sharp
Mr. & Mrs. E. Benjamin Shimp
Rev. Dr. & Mrs. M. Russell Shivers
Rev. Dr. Robert D.† & Dr. Megan D.† Simpson
Mr. & Mrs.† Edgar A. Smith
Mrs. Alvina L. Smits
Mrs. Amy D. Spears
Mrs. Audrey Homan Sperling
Mrs. Bette Szonyi
Miss Catherine A. Thomson
Mr. Charles L. Tice
Mrs. Ethel Tolen
Mrs. Mildred D. Townsend
Mrs. Evelyn Trudell †
Mrs. Joan K. Van Alstyne
Rev. Harvey E. VanSciver
Miss Olive P. Waddell
Mrs. Lina Walter
Rev. & Mrs. Barry W. Wehrle
Rev. Dr. & Mrs. H. Alden Welch
Mrs. Sylvia Whelan
Mr.† & Mrs. Paul O. Whitfield
Ms. Erma Wilson
Mrs. Mildred V. Wilver
Ms. Melissa Wolf
Ms. Mary A. Wolfram
Mrs. Angela Woods
Mrs. Mary E. Woolley
Mrs. Ethel J. Zagaja
† Deceased
Dorothy Beaman
Ernest Braidwood
John & Edith Downs
Lee Griscom
Edward Harris
Howard Huston
Elizabeth S. Keat
Mildred McComb
Harriet Meissner
Doris Murphy
Grace Myskajtys
George Reisse
Mildred Robbins
Charles Wagner
I. Trumball Wood
Flora Yates
W E S L E Y A N S O C I E T Y
Ernestine Thomas (right). Pitman Manor centenarian, enjoys time with her son, Edward Williams (left), and daughter-in-law, Christine (center).
A group of Bristol Glen associates practice balloon balancing at Share the Magic of UMH.
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Bishop Taylor Manor
33 North Walnut Street East Orange, NJ 07017www.umh-nj.org/bishop-taylor-manor 973-676-9057
BrisTol Glen
200 Bristol Glen Drive Newton, NJ 07860www.bristolglen.org 973-300-5788
CollinGswood Manor
460 Haddon Avenue Collingswood, NJ 08108www.collingswoodmanor.org 856-854-4331
CovenanT Manor
623 East Front Street Plainfield, NJ 07060www.umh-nj.org/covenant-manor 908-791-9430
FranCis asBury Manor
70 Stockton Avenue Ocean Grove, NJ 07756www.francisasburymanor.org 732-774-1316
pineridGe oF MonTClair
60 Glenridge Avenue Montclair, NJ 07042www.umh-nj.org/pineridge-montclair 973-746-0003
piTMan Manor
535 North Oak Avenue Pitman, NJ 08071www.pitmanmanor.org 856-589-7800
The shores aT wesley Manor
2201 Bay Avenue Ocean City, NJ 08226www.theshoresretirement.org 609-399-8505
wesley By The Bay
2401 Bay Avenue, Suite 2 Ocean City, NJ 08226www.umh-nj.org/wesley-by-the-bay 609-399-6701
wesleyan arMs
9 Wall Street Red Bank, NJ 07701www.umh-nj.org/wesleyan-arms 732-936-0760
John R. Schol, Resident Bishop Greater New Jersey Annual Conference
Virginia Samuel Cetuk, Chair
John W. Bishop, Treasurer
Paula BlackmanRichard CarlsonJudy Colorado Mandy Dana, Secretary
Gina Henrickson, District Superintendent
Lawrence E. Johnson, IIIFrank KardashianIlyoung Will KimDean LivingstonLorna Manahan-PalmaMarti Milne, Auxiliary Representative
Nona Ostrove, Vice Chair
Patria Agustin-SmithArthur Spell, Jr.Faith ThonnerieuxStephen WescottRosa Williams
direCTors eMeriTi
Robert L. BoettnerDavid E. DutcherBarbara L. HarrisCarl H. KearnsMorris L. SmithCharles L. TiceH. Alden Welch
FoundaTion TrusTees
Frank Kardashian, Chair
Edward H. Carll Lawrence D. Carlson, Treasurer/Secretary
Ann R. English, Assistant Secretary
Richard MilneNona OstroveSamuel B. PrestonLeland Schubert
sTeerinG Group
Lawrence D. Carlson, President & CEO
Elizabeth P. Andersen, Corporate Director of Compliance & Risk Management
John D. Callanan, Corporate Director of Mission & Pastoral Care
David G. Glenn, Vice President of Human Resources Cynthia Jacques, Vice President Housing & Community Initiatives
Patty Koepplinger, Executive Assistant
DaLinda Love, Corporate Director of Clinical Services
Carol B. McKinley, Vice President of Operations
Steve Rausch, Corporate Director of Information Technology
Roberta K. Voloshin, Corporate Director of Marketing & Sales
Richard D. Wilson, Vice President of Finance
BOARD OF DIRECTORS
Francis Asbury Manor’s Chapel boasts colorful and inspirational stained glass panels.
The Shores’ resident Jane Doren loves her beautifully-decorated apartment.
An inner courtyard at Pitman Manor yields space for quiet reflection and seasonal botanical delights.
Front entry to Bridges at the Shores, a hospice neighborhood.
An elegant tea awaits guests in Bristol Glen’s Lissa Dining Room.
COMMUNITIES
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Our Mission
Compassionately serving in community so that all are free to choose abundant life
Our Vision
Growing through creativity, innovation and gracious hospitality
Our Values
Compassion
Demonstrating love in our daily interactionsRespect
Seeing and valuing sacred worthStewardship
Faithfully managing the resources entrusted to usService
Finding joy in caring
3311 State Route 33Neptune, New Jersey 07753
Telephone: 732-922-9800 Toll-Free: 800-352-6521 Fax: 732-922-9375 Website: www.umh-nj.orgEmail: [email protected]
To make a secure online donation, please visit: www.umhfoundation.org/donate
Design and Printing: Regina PrintingEditor: Janet M. CarratoAssistant Editor: Roberta VoloshinWriters: Janet M. Carrato, Cynthia D. Jacques
Photographers: Michael J. Booth, Kelly Ann Brennan, Kevin Daly, Dennis Degnan, Angel Gantt, Kathy Lewis, The Merz Group, Pam Mezis, Joel Miller Video Studio MC, Mary Patichio, Marc Rosenthal, Mary Kate Somers, Amanda Wolfe, Pat Zackman
All photo subjects are listed in order from left to right throughout this report, unless indicated.
The United Methodist Homes of New Jersey is affiliated in ministry with the Greater New Jersey Annual Conference of the United Methodist Church.
ON THE COVER (clockwise from top)
Jessica Scerbo, compensation coordinator; Cindy Jacques, vice president housing and community initiatives; Kristine Russo, talent development manager; and Deborah Maturro, administrative assistant; at Share the Magic of UMH.
Gertrude Kehleay, Wesleyan Arms’ housing administrator, and Helen Vetter, 9 Wall Street Corporation board member, celebrate The Arms Café Grand Opening.
Resident Alice Kistner and Ryan Champion, move-in coordinator, blow bubbles on the second floor terrace at The Shores.
Betty Duus and Grace Hill paint at Pitman Manor.
Wesley by the Bay resident, Florence Ennis, stops and chats with Lisa Galati, representative of Visiting Angels, during an outdoor health fair.
A large banner bearing the message, Swarm to the Magic of the BG Worker Bees, broadcasts the arrival of Bristol Glen associates at Share the Magic of UMH.