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ANNUAL REPORT 2015

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Page 1: ANNUAL REPORT 2015 - The Foundation...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

A N N U A L R E P O R T 2 0 1 5

Page 2: ANNUAL REPORT 2015 - The Foundation...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

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.

Page 3: ANNUAL REPORT 2015 - The Foundation...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

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.

Page 4: ANNUAL REPORT 2015 - The Foundation...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

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

(1)

(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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(1)

(1)

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.

Page 5: ANNUAL REPORT 2015 - The Foundation...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

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!

Page 6: ANNUAL REPORT 2015 - The Foundation...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

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.

Page 7: ANNUAL REPORT 2015 - The Foundation...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

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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Page 8: ANNUAL REPORT 2015 - The Foundation...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

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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Page 9: ANNUAL REPORT 2015 - The Foundation...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

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.