THE UNITED METHODIST RETIREMENT HOMES, INC. 2015 ANNUAL REPORT
How
Tech-Savvy
Are We?
page 19
Visions
of the
Future
page 4
Aging
with Spirit
& Humor
page 16
Our Guiding
Principles
The Mission of The United Methodist Retirement Homes, Inc., a faith
based, non-profit continuing care organization, is to provide quality care
and services for an inclusive and diverse population of senior adults.
The Vision of The United Methodist Retirement Homes, Inc., is to be
the provider of choice for retirement and continuing care services in
North Carolina.
The Values of The United Methodist Retirement Homes, Inc., are:
• Human Dignity
• Ethical Practices
• Financial Integrity
• Benevolent Care
• Workforce Excellence
• Continuous Quality Improvement
• Governance Accountability
• Public Disclosure & Accountability
• Community Involvement & Collaboration
• Education
Croasdaile Village
Heritage Hall resident,
Nancy Smith, with
resident services
associate, Freida
Rugumamu. Heritage
Hall residents live
independently but
receive help with some
daily routines as needed.
On the front cover: Cypress Glen residents Patsie Cooke and Jerry Hopfengardner.
CONTENT
Guiding Principles
Inside Front Cover
How Tech-Savvy
Are We?
page 19
Chairman’s Welcome
page 3
Visions of the Future
page 4
page 13
Good Governance
page 5
The Year in Review
page 9
Year-End Financials
page 14
page 16
Photography
Beverley S. Pierpoint
John Ellis
Donor Thanks
page 33
Music: Good for the
Mind, Body & Soul
page 38
page 38
Editors
George Deaton
Cheryl Miller
Campus Reports
page 26
Being Socially
Accountable
page 30
Aging with Spirit
and Humor
page 16
Creative Director and Editor
Beverley S. Pierpoint
Foundation Briefs
page 21
Editors
Contributors
Jonathan Erickson
Stacy Dobson
Howard DeWitt
Laurie Stallings
Wade Rozier
George Deaton
Cheryl Miller
Mother’s Day Offering
Inside Back Cover
UMRH Corporate Office
Corporate Communications
2600 Croasdaile Farm Pkwy.
Suite A-500
Durham, NC 27705
© 2016 UMRH, Inc.
All rights reserved.
Cypress Glen resident, Ann Whitehurst,
gets instructions from personal trainer,
Dionne Evans, at the Cypress Glen Wellness Center.
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REVIEW 2015
“Thank you for bringing your
passion, intellect, insight,
experience and resources
to the table.”
A
s your chairman, I am always excited to introduce to you the UMRH annual
report. It is a record of the achievements of the organization in fiscal 2015, which
ended September 30th, and the vision we have for the future.
Over the last few weeks, I have thought much about what I could say to my fellow board
members for their service on this board. I know that, for these volunteers, it was another
responsibility that they added to the many things they have in their life: their career,
their family, their church, other volunteer opportunities, and their social life. I appreciate
that they were willing to serve and I hope they realize that I always value their time and
their input.
Thank you for taking my calls, for listening to me and for working together to
brainstorm solutions. Thank you for taking the time to govern our organization
appropriately and for bringing your passion, intellect, insight, experience and
resources to the table.
2015 was a year to begin putting our future plans in place and to begin the process
of growing again. You might ask, “Why do we need to grow? We are doing just
fine.” Research, trends and demographics tell us that if we want to remain a viable
organization we cannot be stagnant. We have to take notice of who is waiting at the
door, and our list is long. We must listen to the needs and wants of our future residents.
If we do not meet their expectations, they will go elsewhere. In addition, we must pay
attention to the government and prepare for the changing face of healthcare. This is an
ongoing learning experience we cannot ignore. Through all of this, we must continue
to remain financially strong and ethically sound. We must show that we are living the
UMRH mission and vision.
Without the expert guidance of our Corporate Executive Director Jonathan Erickson, Life
Care Services, our management company, and the leadership of the campus executive
directors and corporate office staff, we would be challenged to understand the complex
field of continuing care and certainly unable to stand strong as an organization. But,
we do have all of this expertise and it is my privilege to share this with you through the
2015 annual report. Thank you for the opportunity to serve.
Sincerely,
Don Metzger, Chairman
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3
Visions of the Future
With the anticipated growth of the senior population in the
next few years, the United Methodist Retirement Homes, Inc.,
has strategically planned and prepared to meet these challenges.
A
s we prepare for the future of The United
Methodist Retirement Homes, Inc. through
our strategic and master plan, we pay
close attention to studies and reports that
give us data as to what the consumer of the future
will be like. In 2008, Brecht Associates, Inc. conducted
a series of interviews with industry professionals,
architects, planners, and consultants on gerontology,
ancillary services and marketing, targeting senior
housing and services. The result was published as The
Shape of the CCRC of the Future. In 2012, Life Care
Services (LCS) produced a white paper that analyzed
The CCRC Consumer of the Future. Both studies
predict that seniors of the future are now looking for:
1. Increasing integration of technology, both
personal and business.
1. Access to a continuum of care that allows
residents to age in place, from independent living
through skilled nursing.
7. Extending home healthcare services.
2. Quality services and amenities that promote
wellness and healthy living.
3. A maintenance-free lifestyle.
Other factors that the LCS study addressed are the
need for:
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2. Containing the cost of healthcare with additional
flexibility.
3. Offering a greater variety of programs and
services.
4. Developing collaborative relationships that
enhance independence.
5. Increasing the type and style of independent
living opportunities to provide diverse access and
socialization.
6. Marketing to a younger audience to allow entry
before one must bypass independent living.
The LCS report also offered suggestions for adjusting
one’s programs and services to meet the changing
market, adapting traditional building designs to
new consumer preferences and expanding services
to form relationships with seniors living outside the
community.
J. D. Adams retires from the Board
of Trustees. Chairman Metzger (left)
and Mr. Erickson (right).
Good Governance
T
Through good governance, the board of trustees of
UMRH help sustain the long term success of
the organization and the residents it serves.
he members of the UMRH Board of
Trustees are volunteers who serve without
compensation. They meet quarterly to
conduct the business of the corporation.
The top two responsibilities of the Board of Trustees
are financial oversight and strategic planning.
SELECTION
Upon selection as a member of the Board, one
participates in an intensive orientation program
designed to familiarize him/her with their fiduciary
responsibilities and introduce each to the key players
of the organization. First and foremost, a member
is reminded of their role as a leader of a missiondriven organization whose sole purpose is to create a
quality, resident-centered environment for seniors to
live.
STRATEGIC PLANNING
Strategic planning for the successful and perpetual
existence of the communities of UMRH is ongoing.
For UMRH to grow and meet the needs of future
generations, the board has to conduct research,
track trends, receive reports, analyze data, and make
decisions in the best interest of the organization. At
no time can a board member vote on any issue where
he/she has a personal interest. Conflicts are reported
to the board for inclusion in the meeting minutes. All
board members sign a conflict of interest statement
annually.
POLICIES
Policies affecting the management of UMRH are
periodically reviewed to ensure compliance and
relevance. Representative of policies included for
review are financial and investment policies, certain
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THE UMRH BOARD OF TRUSTEES OFFICERS
Chair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Mr. Don Metzger
Secretary. . . . . . . . . . . . . . . . . . . . . . Mrs. Nancy Smith Marks
First Vice Chair. . . . . . . . . . . . . . . . . . . . . Mr. Gary Whaley
Recording Secretary. . . . . . . . . . . . Mrs. Colleena Clark
Second Vice Chair. . . . . . . . . . . . . . . . . . Mr. J. D. Adams
Medical, Health & Ethics Chair. . . Ms. Debby Meyer
Elected Trustees: Mr. John Link, Dr. Paul Cunningham, Ms. Debby Meyer, Mr. John Grissom, Mr. Tom Steele, Mr. Robby Lowry,
Mr. Artie Rogers, Mr. Greg Wallace, Dr. Deborah Montague, Ms. Kathryn Bradley, Mr. Bruce Jobe; Ex-Officio Trustees: Rev.
Carol Goehring, District Superintendent, Corridor District; Mr. Steve Taylor, Executive Director, Connectional Ministries; Rev.
Kenneth Locklear, District Superintendent, Gateway District; Rev. Linda Taylor, District Superintendent, Sound District; Bishop
Hope Ward; Ms. Sandy Scarlett, Croasdaile Village Local Committee President; Dr. Vernon Van Bruggen, Croasdaile Village
Residents’ Council President; Ms. Barbara Andrews, Wesley Pines Local Committee President; Mr. James Ebert, Wesley Pines
Residents’ Council President, Dr. Carolyn Hampton, Cypress Glen Residents’ Council President.
resident agreements, policies on gift acceptance,
and management agreements. Social accountability
reports are also reviewed annually.
Investment reports are reviewed by an outside
organization to ensure accurate and unbiased
oversight. UMRH uses Oppenheimer & Co., Inc.
terms and may be elected for a second term. The
nominating committee presents a list of possible
candidates to the board for consideration. The
nominating committee is a standing committee and,
as such, they have candidates representing a variety
APPROVALS
The board is required to approve any request
for benevolence funds. No names or personal
information are revealed, so board members do not
know the identity of who is applying. When voting
on these admissions, members must ask themselves:
How important is this admission? How does this
approval impact the budget? And does it put the
corporation at risk? See the community sections for
benevolence figures.
TERM LIMITS
Board members are eligible to serve four-year
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The Corporate Executive Director
and Executive Directors
Wade Rozier (left)
Wesley Pines
Executive Director
Howard DeWitt (right)
Croasdaile Village
Executive Director
Jonathan Erickson
UMRH Corporate
Executive Director
Laurie Stallings
Cypress Glen
Executive Director
of professions and experience ready to be considered.
There are two categories of board membership:
elected members and ex-officio members. In 2015,
a decision was made to reduce the number of board
members. This gives UMRH a membership of 16
elected members and 12 ex-officio members. The
ex-officio members include resident, local committee
and Conference leadership.
BOARDPAQ
UMRH uses a “paper
free” agenda for
board meetings.
Materials on the
agenda are placed
on-line using
Boardpaq. Materials
Colleena Clark, Board Recording
Secretary, using Boardpaq.
remain on-line so
board meeting material can be accessed when
needed. The site is secure with a sign in procedure.
This streamlined approach
keeps meeting times in
check and offers a pleasant
meeting experience for all.
TRAINING
Board members receive ongoing training on issues
related to aging, healthcare, government regulations
and any new issues or trends in the industry.
This training is normally conducted during board
meetings, often using the resources of Life Care
Services. In 2016, LCS will host board members from
all over the country for a Senior Living Summit in
Minneapolis, Minnesota.
The United Methodist Retirement Homes, Inc. is
managed by Life Care Services.
Life Care Services™, an LCS
Company established in 1971
and based in Des Moines,
Iowa, is the nation’s leading manager of senior living
communities. Life Care Services currently provides
operations, marketing and sales management services
for not-for-profit and for-profit continuing care
retirement communities, serving nearly 33,000 residents.
Mr. Brett Logan is the Sr. Vice President/Senior Director
of Operations Management. Mr. Logan is based in the
LCS Charlotte, NC office.
Educational Assessment Guidelines
Leading Toward Excellence
The United Methodist Retirement Homes, Inc. is
accredited by the United Methodist Association
EAGLE organization. Educational
Assessment Guidelines Leading
toward Excellence (EAGLE) is the only
faith-based accrediting body in the
world, and they focus on ministry
with older adults and children. Their
goal is to recognize organizations that voluntarily go
beyond the minimum requirements of licensure to
improve operational processes and outcomes. In short,
EAGLE challenges organizations not just to compete
in a challenging human services environment, but
to soar above the competition while living their faith
values! EAGLE is ecumenical and applicable to ALL
denominations.
THE BOARD OF INSTITUTIONS
The Board of Institutions of the North Carolina
Annual Conference of the United Methodist Church
is a group of affiliated institutions which were
previously a part of the Conference. These Institutions
are related by faith and receive funding from the
Conference in varying degrees. Each year our Chief
Financial Officer, Mr. Stacy Dobson, and Jonathan
Erickson, Corporate Executive Director, make a
presentation to this board on the financial health of
our corporation.
NEW TRUSTEES
In 2015, UMRH welcomed new
trustees Dr. Deborah Montague,
Dr. Vernon Van Bruggen and Mrs.
Sandy Scarlett. Dr. Montaque is a
pharmacist from Chapel Hill, North
Carolina; Dr. Van Bruggen is the
John Link
current president of the Croasdaile
New Trustee
Village Residents’ Association
and Mrs. Scarlett is a UNC development officer from
Burlington, North Carolina. At
the end of the year Mrs. Kathryn
Bradley and Mr. John Link joined
the board. Mrs. Bradley is a Duke
law professor from Durham, North
Carolina. Mr. Link is the former
County Manager for Orange
County. He lives in Durham, NC.
Kathryn Bradley
New Trustee
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7
Local Committees
The Cypress Glen Local Committee
Residents’ Associations
The Residents’ Associations
serve as the primary means of
transferring information between
administration and residents.
It is through these associations
that residents’ concerns and
suggestions are made known.
The President of each campus
Bill Sherman
association serves as an ex-officio President, Cypress Glen
Residents’ Council
member of the UMRH Board of
Trustees. Dr. Vernon Van Bruggen is President of the
Croasdaile Village Residents’ Association; Rev. Bill
Sherman is President of the Cypress Glen Residents’
Council; and Dr. Jim Ebert is President of the Wesley
Pines Residents’ Association. Thank you, Presidents,
for your service.
North Carolina Continuing
Care Residents Association
The Wesley Pines Local Committee
The Local Committees comprise representatives
from churches, businesses, and organizations of
the greater communities in which the retirement
community resides. Members receive updates on
the campuses and carry that information back to the
greater community. They often assist the executive
director and marketing director when events are held
on campus. Members are volunteers who are chosen
for their expertise and interest. Artie Rogers is chair of
the Cypress Glen Local Committee; Barbara Andrews
is chair of the Wesley Pines Local Committee; and
Sandy Scarlett is chair of the Croasdaile Village Local
Committee. The chair of each committee serves as an
ex-officio member of the UMRH Board of Trustees.
UMRH thanks these individuals for their valuable
service.
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REVIEW 2015
Residents in the
communities of UMRH
have representation on the
North Carolina Continuing
Care Residents Association (NCCCRA). The NCCCRA
is a state–wide volunteer non-profit organization of
residents living in CCRC communities. The NCCCRA
communicates with residents at the regional,
state and national levels to exemplify excellence
in preserving, promoting and ensuring optimal
quality of life throughout the continuum of care
for the diverse population of North Carolina CCRC
community residents.
NCCCRA is an advocate for strong laws, regulations
and general practices for the protection and wellbeing of CCRC retirement community residents.
(Left to right): Sandy Scarlett, Croasdaile Village Local Committee
Chair; Dr. Jim Ebert, Chair of the Wesley Pines Residents’
Association; Dr. Vernon Van Bruggen, Chair of the Croasdaile
Village Residents’ Association
2015 YEAR IN
M
uch of fiscal year
2015 was spent
on strategic
planning in order
to attract the consumer of the
future. Unlike the retirees of
the past, this new generation
of residents has expectations
that far exceed what was
Jonathan Erickson
considered the norm 10 years
UMRH Corporate
ago. Because of this, we are
Executive
Director
planning a large expansion of
the Croasdaile Village campus and renovations and
additions to Cypress Glen and Wesley Pines.
Strategic planning is a systematic
process of evaluation, discussion
and collaboration that helps owners
or boards and executive directors
manage the future of their senior
living community.
with residents on each campus, regarding the state
of UMRH and the major parts of the plan that are
expected to occur.
Parts of the Plan:
1. Board Development and Training
2. Financial Stability
3. Endowment Enhancement
4. Capital Asset Management
5. Staff Recruitment, Development, and Retention
6. Strategic Planning and Monitoring
7. Continuation of Wesley Pines Repositioning
8. Croasdaile Independent Living Expansion
9. Croasdaile Assisted Living Expansion
10. Croasdaile Wellness Center Addition
11. Croasdaile Healthcare Renovations
12. Information Technology Advances
UMRH Master Plan
13. Electronic Medical Records
In a Master Plan we have to ask three main questions:
14. Croasdaile Auditorium Expansion
n What makes sense?
n Which project comes first?
n How will we pay for it?
Throughout the year, group meetings were held
15. Wesley Pines Assisted Living Expansion
16. Wesley Pines Skilled Nursing Activity & Therapy
Space Improvements
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9
The North Carolina Annual Conference
of the United Methodist Church
Community Portal Expected to Enhance
Communication
In 2015, UMRH continued its covenant relationship
with the North Carolina Conference of the United
Methodist Church. This covenant relationship is
reviewed every four years and will come up for review
in 2017. This relationship defines our partnership and
the expectations of each party.
Croasdaile Village will soon roll out a new resident
“portal” system through the Odyssey/CareMerge
system. CareMerge is a leading developer of
communications systems, and has partnered with
Life Care Services to provide portal systems in LCS
communities. The system is a closed network that will:
The Covenant states:
• Allow residents, families, friends, and employees
to interact one with the other.
1. UMRH agrees to affirm the Social Principles
of the United Methodist Church
2. UMRH serve United Methodists in the N.C.
Conference and others who desire to live within
a Christian retirement community
3.
UMRH extends support services beyond
its campuses to ensure to the aging the respect
and dignity that is their right as senior members
of the human community
The North Carolina Annual Conference agrees to:
1. Continue to provide benevolent support to
UMRH through channels such as the Mother’s
Day Offering observance
2. Permit UMRH to make reference to the
relationship
3. Cooperate with UMRH in furthering the
promotion and interpretation of the UMRH
mission and program
4.
Elect, through the Board of Institutions,
40% of the trustees to the UMRH Board
and otherwise support the objectives of
that corporation as set forth in its charter
Frogman and GlynnDevins Team Up
with Campuses to Upgrade Websites
and Collaterals
In 2015, Croasdaile Village, Cypress Glen, and Wesley
Pines joined forces with Frogman Interactive, a fully
integrated company, that works on the cutting edge
of technology. Croasdaile Village and Cypress Glen
worked with GlynnDevins, an innovative design
firm specializing in marketing to senior living
communities, to create a crisp, new look for the
communities. The communities have been working
with these two companies to further define their
brand and reach new audiences.
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• Enable the community to share information with
residents, families, friends, and employees.
• Allow residents to access community calendars,
menus, directories, and various community
information.
• Provide connections through interest groups,
discussion groups, and online bulletin boards.
• Provide an alternate mode of communication and
accessibility through electronic on-line devices.
Fall Golf Tournament Raises Record
Amount for Benevolent Care
The 2015 Fall Golf Tournament for benevolent care
held Monday, October 19, 2015, raised a record
$17,495 to support residents in our communities
who can no longer fully pay their way. In addition to
the $17,495 raised, sponsor and donor gifts made it
possible to cover all tournament expenses. BB&T and
Ziegler Investment Banking were our joint corporate
sponsors. Kudos to Cheryl Miller, our development
and donor records specialist, for coordinating the
event.
Communities Received High Scores
from the N.C. Department of Health
and Human Services
Cypress Glen in Greenville, N.C. and Wesley Pines
in Lumberton, N.C. both received deficiency-free
surveys from the North Carolina Department of
Health and Human Services Division of Health Service
Regulation. Routine inspections take place every nine
to 15 months in nursing homes that receive payment
through Medicare and Medicaid. The inspection is
always unannounced. Croasdaile Village had five
minor deficiencies. The campus submitted a plan of
correction in one week and was in full compliance
soon thereafter.
plan for what the next stage of life has to offer. We
feel the ‘Life Plan Community’ name encompasses
that very well.”
CCRC Becomes “Life Plan Community”
Over the last three years, research has been
coordinated by LeadingAge and other industry
organizations, including Life Care Services, using
4,100 surveys and 34 focus groups of future residents,
current residents and industry related personnel
concerning the CCRC nomenclature. Eighty-five
percent of those surveyed said they have not
bonded to the CCRC designation and believe CCRC
does not convey the opportunities that retirement
communities have to offer, but rather emphasizes
the care side of healthcare. Using this new phrase
gives future prospects a clearer picture of how the
communities will benefit them; hence, their new life
plan. In 2016, the UMRH communities will begin
using the new terminology.
The United Methodist Retirement Homes, Inc. is
proud to be part of a nationwide initiative to rename
“Continuing Care Retirement Communities” as “Life
Plan Communities.” This initiative is designed to help
communicate to the public that communities like
Croasdaile Village, Cypress Glen and Wesley Pines are
about so much more than care. We are about life and
living life to its fullest.
“It became clear that the name CCRC no longer did
an adequate job of creating the best perception
among tomorrow’s older adults,” said LeadingAge
President and CEO Larry Minnix. “At the core of the
decision to move to a community is having the right
Campus Growth
In the 2014 Annual Report, we laid out our plan for the expansion of the Croasdaile Village campus.
The map, shown above, illustrates the areas to be expanded. Even though we have assigned an alpha
character to each phase it does not mean this is the order in which they will be developed. Resident
committees play an integral part in the planning of the expansion of the Croasdaile Village campus.
We welcome and appreciate their suggestions and concerns.
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11
Becoming a Resident
What One Needs To Know
WHO TO CONTACT
Croasdaile Village
Carol Roycroft, Marketing Director
2600 Croasdaile Farm Pkwy.
Durham, NC 27705
(919) 384-2477
[email protected]
www.croasdailevillage.com
Cypress Glen
Elizabeth Jenkins, Marketing Director
100 Hickory St.
Greenville, NC 27858
(252) 830-7067
[email protected]
www.cypressglen.org
Wesley Pines
Croasdaile Village resident Jane Hoover takes a lot of unique
and interesting photos, always upgrading her skills.
UMRH has three continuing care retirement communities:
Croasdaile Village in Durham, Cypress Glen in Greenville,
and Wesley Pines in Lumberton. Continuing care retirement
communities (CCRCs) are residential alternatives for adults that
offer, under one agreement, an independent living residence
(an apartment or cottage), residential amenities and access to
a continuum of long term care services as residents’ health and
social needs change over time.
Amy Hammond, Marketing Director
1000 Wesley Pines Rd.
Lumberton, NC 28358
(910) 738-9691
[email protected]
www.wesleypines.org
Wesley Ridge
Patsy Hayes, Manager
990 Wesley Pines Rd.
Lumberton, NC 28358
(910) 618-0361
www.umrh.org/wesleyridge.htm
At UMRH, the entrance age is 62 years and must meet both the financial and health criteria established by
the community. These criteria can vary from community to community but prospective residents must meet
the community’s health standards, must have sufficient financial resources available to cover the entrance and
monthly fees, and any additional living expenses. Prospective residents, age 65 and over, need to be enrolled
in Medicare Part A and Part B and must enroll in and maintain a Medicare Supplemental Insurance policy.
Personal property insurance is strongly recommended, but not required. All of this information is included in
the community’s residency agreement. For a small deposit, you can reserve your place on the community’s wait
list and receive invitations to special events throughout the year. Croasdaile Village, Cypress Glen and Wesley
Pines admit people directly into assisted living. Croasdaile Village and Wesley Pines also directly admit people to
healthcare. The communities of UMRH practice fair housing.
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How the Wait List Works
The communities of UMRH maintain wait lists based on the type of residence desired. When people are not
ready to move immediately, they put their name on a waiting list. Some people need to sell their home before
they are able to move, so by securing a spot on a community wait list, they are able to wait for their home to
sell while moving up on the wait list.
At UMRH, a deposit is required to be on a wait list. This is either $1,000 per person or per couple, depending
on the community. This deposit is refundable if one changes their mind. All of this is spelled out in the future
residency agreement.
Future Residents Enjoy Community Life Ahead of Time
If you are a senior adult on a waiting list for one of the UMRH communities, you are already experiencing what
campus life is like. You have been invited to monthly or quarterly events designed just for you and you are
receiving a monthly newsletter to keep you abreast of what is happening at your community. In addition, you
are receiving invitations to use some of the facilities at the community, such as the wellness center at Cypress
Glen.
Being knowledgeable about the community in which you will live leads to a happier adjustment period when
you move. LeadingAge has compiled a Consumer Guide to help seniors make informed decisions as to whether
the community chosen is really right for them, before one moves in. This can be accessed online at www.
naccrau.com.
PET THERAPY
The goal of pet therapy is to improve the resident’s
social, emotional, or cognitive effectiveness. Pet
therapy draws on the bond between animals and
humans in order to enhance residents’ quality
of life. Pet
Allison Terzian, Cypress Glen Life Enrichment Director
with Helen Bonner and the bunny, Mr. Glen.
therapy provides residents with opportunities to have
close physical contact with the animals’ warm bodies,
feeling their heartbeats, and caressing soft skins and
coats. Pets provide a sense of meaning and belonging to
these residents and offer something to look forward to
during the day.
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13
Report from the CFO
“UMRH remains financially strong and
is positioned well to support growth.”
Mr. Don McNeil of Dixon, Hughes, Goodman presented the audit report for UMRH for
the fiscal year ending September 30, 2015, to the UMRH Board of Trustees. He reported
that there were no adjusting entries, no material weaknesses and that it was a clean
audit. A copy of the completed audit is on file and available for viewing upon request.
Stacy Dobson
UMRH Chief
Financial Officer
Sources of Cash: Net Operating Income (NOI), Attrition Income, Investment Income,
Borrowed Funds, Donations.
Uses of Cash: Debt Service, Community Enhancements, Increasing Reserves,
Benevolences, Capital Improvements.
Covenants: “Covenants” are agreements UMRH has with its lenders. The covenants require that UMRH has a
minimum number of days cash on hand and a 1.2 times debt service ratio coverage. UMRH’s covenants require
that they have a 35% cash to debt ratio.
2015 Financial Achievements
This is a “Capital Structure”
ratio that focuses on the
balance sheet and provides
insight into long-term
solvency. This ratio reflects the
organization’s ability to fund
annual debt service with cash
revenues and net entrance
fees.
14
This is a “Capital Structure”
ratio that focuses on the
balance sheet and provides
insight into the long-term
solvency. This ratio measures
the organization’s position with
available cash and securities to
the long-term debt.
This is a “Liquidity” ratio
that focuses on cash and
investments and provides
insight into meeting shortterm (one year) cash needs of
ongoing operations. The ratio
measures the number of days
of operating expense covered
by cash and cash equivalents.
* Commission on Accreditation of Rehabilitation Facilities/Continuing Care Accreditation Commission
REVIEW 2015
The United Methodist Retirement Homes, Inc.,
Its Affiliate, and Subsidiary
Consolidated Balance Sheets
As of September 30, 2015
ASSETS
Current assets:
Cash
Contributions receivable, current portion
Investments
Assets limited as to use, current portion
Accounts receivable, net of allowance
for uncollectible accounts of approximately
$381,000 and $171,000 in 2015
Other receivables
Inventories
Prepaid expenses and other current assets
Total current assets
For the Year Ended September 30, 2015
$2,021,208
1,500
53,269,634
2,196,750
3,342,800
1,422,981
142,993
860,863
63,258,729
Non-current assets:
21,325,789
Assets limited as to use, net of current position
Investments - restricted
4,095,160
Asset held for resale
31,512
Property and equipment, net
130,665,182
Trusts receivable
181,270
Contributions receivable, net of current portion
3,685
Deferred costs, net
3,282,622
Total non-current assets
159,585,220
Total assets
222,843,949
LIABILITIES AND NET ASSETS
Current liabilities:
Annuity payable, current portion
Bonds payable, current portion
Accounts payable
Accrued salaries and related expenses
Accrued interest payable
Total current liabilities
The United Methodist Retirement Homes, Inc.,
Its Affiliate, and Subsidiary
Consolidated Statements of Operations
and Changes in Net Assets
93,783
3,600,000
1,996,022
1,732,954
1,805,676
9,228,436
Long-term liabilities:
Annuity payable, less current portion
Bonds payable, less current portion
Liability to other foundations
Liability for refundable advance fees
Deferred revenue from non-refundable
advance fees
Due to related parties
Funds held for others
Interest rate swap agreement
Total long-term liabilities
Total liabilities
49,460,553
56,355
76,523
806,899
160,615,034
169,843,469
NET ASSETS
Unrestricted
Temporarily restricted
Permanently restricted
Total net assets
Total liabilities and net assets
47,400,991
2,211,100
3,388,389
53,000,480
222,843,949
468,139
97,586,162
3,619
12,156,784
UNRESTRICTED REVENUES, GAINS AND OTHER SUPPORT
Net resident and patient service revenue
$51,526,161
Amortization of advance fees
7,523,083
Net assets released from restrictions
466,833
Other
50,357
Interest and dividend income
1,957,442
Total revenues, gains and other support
61,523,876
EXPENSES
Nursing services
14,059,053
Dietary and food services
7,881,525
Administration
8,155,853
Plant operations, maintenance and security
5,531,020
Laundry and housekeeping
2,722,236
Resident services - activities
2,061,318
Home care
2,515,931
Interest
4,849,790
Depreciation and amortization
8,353,562
Bad debt expense
451,864
Total expenses
56,582,152
Operating income
4,941,724
NON-OPERATING GAINS (LOSSES)
Net investment income
(1,421,065)
Loss on disposal of property and equipment
(461,571)
Contributions
39,139
Change in fair value of interest rate swap agreement
(628,275)
Other
6,640
Net non-operating (losses) gains
(2,465,132)
Excess of revenues, gains and other
support over expenses
2,476,592
Net assets released from restrictions for
purchase of property and equipment
159,011
Change in unrestricted net assets
2,635,603
CHANGE IN TEMPORARILY RESTRICTED NET ASSETS
Contributions
654,599
Interest and dividend income
112,410
Investment income
(203,887)
Change in split interest agreement
(23,838)
Change in value of pledges
(142,945)
Net assets released from restrictions
(625,844)
(214,545)
Change in temporarily restricted net assets
CHANGE IN PERMANENTLY RESTRICTED NET ASSETS
Contributions
66,845
Change in split interest agreement
(54,980)
Change in permanently restricted net assets
11,865
Change in net assets
2,432,923
50,567,557
Net assets, beginning of year
Net assets, end of year
53,000,480
REVIEW 2015
15
“Just when we
know all the
answers, no
one asks us
the questions.”
by Ruth Amb
rosius
Aging with Spirit and Humor
I
have reached the age when I have a carload
of anecdotes and a warehouse full of advise
and information that I am willing to share with
anyone at the drop of a hat, but there is only
one topic I feel qualified to expound upon; that is
aging.
Students of aging now subdivide old age into the
“young old” (65-75), the “middle old” (76-85) and
the “old, old” (86 to 95 and beyond). Whatever we
have been named, eighty is not the new sixty. Eighty
is eighty. It is two decades older than sixty, it is closer
to ninety than sixty, and it is exactly halfway between
one hundred and sixty. NO eighty is eighty.
It was only a few years ago that I faced the fact I was
no longer middle aged. I did not know anyone who
was 160 years old. Ergo, I must be elderly.
No matter what I eat or do not eat, everything seems
to jump on my bones and lie there.
Movie stars I knew as heroes and heroines are either
in Forest Lawn Cemetery or playing roles as motel
16
REVIEW 2015
clerks or parents to much younger and newer heroes
and heroines.
There are times when the 6:00 news feels like the
11:00 news.
The newest fashion trends are clothes I wore 30 years
ago and are now being called …’revivals’.
I am becoming extremely sensitive. If I tell friends
I wanted them to tell me the truth no matter how
frank, I am always hurt when they do.
On the other hand, if I meet an old chum I haven’t
seen in ages and am told I haven’t changed a bit, I
know she needs to see an ophthalmologist or have
her mouth washed out with soap.
Often, when I eat a hot dog slathered with pickle
relish, mustard, chili, sauerkraut, coleslaw, cheese, and
onions, I feel I am being counter-attacked and think I
might have to give up the onions.
The prolific author “anonymous” wrote:
Old age is not for sissies.
A true assessment.
Robert Browning concluded:
Grow old along with me.
The best is yet to be.
Now that requires serious thought.
It was Eda Leshan, educator, family counselor, author
of more than 20 books, who wrote in a book titled
“Oh to be 50 Again...On Being Too Old for a Mid-Life
Crisis.” A far more realistic view of growing old she
says:
“The simple fact is that we are indeed in
the last part of our life.
“There is really nothing too great about
getting old: No matter how well preserved
we may be; No matter how healthy and
active; No matter if we are fulfilling our
dreams and are happier than we have ever
been before.”
Leshan continues with the thought that as we age
we have to become like lobsters, and explains that
lobsters periodically shed their shells in order to grow
larger ones to accommodate the changes in their
lives. At this shedding time, they become vulnerable
to other predators of the sea, but if they are able to
grow, they must chance the shedding and risk the
vulnerability.
Well, as we age, we certainly could use some changes
to buoy us up. We have a lot of worries we should
not have, but we do.
We worry about our adult children, their marriage,
their jobs, and their lives. We think our adult children
should live the same lives we did at their age.
Personally, I would like to have lived the way they
are living: fabulous vacations, hot tubs, waterbeds,
someone to do the shirts and the lawn.
We worry about our grandchildren: are they getting
well-balanced meals, reading the right books, and
seeing too much violence on TV? We worry about
what happened to children, and will they be able to
just say “no.”
Of course they will be able to do… everything... be
faster than a speeding bullet, leap tall buildings in
a single bound, be stronger and bigger than their
parents and grandparents, and know more in the 3rd
grade about the world in which they live than we did
when we finished high school.
We worry a lot about aging, weight, sagging
kneecaps, losing hair, and upper arms that wiggle
when we waggle. In our culture, bulges and wrinkles
are taken as an example of personal naughtiness. In
European and Oriental cultures, old age bodies are
commonplace. In America, to grow old or get fat is
to be assigned to the social trash heap. I say “Bah
Humbug.” Doesn’t everyone grow older...daily? If not,
would we like the alternative?
The world is our oyster. We no longer have to go
through the annual ritual of spring cleaning; we no
longer have to lock a door for privacy or play another
game of Candy Land if we do not want to. When we
are exhausted, we can be exhausted and take a nap...
guilt free. We can be angry, impatient, or even silent
if we choose.
I don’t know how many of you watched or remember
a TV children’s program called Kukla, Fran, and Ollie.
Kukla was a little Russian puppet, Ollie was a onetoothed dragon puppet, and Fran was a delightful
human. I never missed it, and I was no kid at the
time. Ollie was several-hundred-years-old, and his
philosophy of life was that dragons never kept track
of time. They had no concept of time. They thought
rather of growing: not growing older, just growing...
wiser, kinder, and braver.
When Ralph and I made the choice to move to a
retirement community, we seized an opportunity to
enjoy and participate in all the activities a retirement
community offers. We have been given the chance to
make new friends, to have three meals prepared for
us, with dessert as well. We do not have to leave the
community for our entertainment, and if our choice
takes us off campus, we have a bus... no driving, and
no finding a parking space.
If we thought retirement communities were meant
for people in rocking chairs, we need to have another
look. We are able to make this time of our lives more
pleasurable than we thought possible. Mae West
once said:
We have only one life to live
and if we do it right,
one is enough.
REVIEW 2015
17
v EXTRAORDINARY IMPRESSIONS v
ANNA HOLLOMAN
Assistant to the Executive Director of
Cypress Glen and Director of Communications
As assistant to Laurie Stallings (Cypress Glen Executive Director) and
Director of Communications, Anna has many responsibilities and takes all
of them very seriously! The first impression that one makes when entering
or calling the community is one of Anna’s responsibilities. She supervises
the “Front Desk Staff” who are the heartbeat of the community. It is at the
front desk that residents learn about events of the day, what is for dinner
and more seriously, what steps should be taken in the event of a pending
disaster such as a hurricane. Under Anna’s supervision, all of these types
of communications and much more is shared. Anna is responsible for the
wide array of information sources including Bits
& Pieces, a weekly publication, CGTV, telephone
and email directories, the resident handbook,
meeting minutes, and an automated emergency
call system. Anna is also the point person for the
community’s Wi-Fi network, the community’s
computer systems, the telephone system and the
liaison to the local cable TV provider. In short, if it
involves communication, Anna is the one with the
answers, and if she doesn’t have the answer, she
will find it. In fact, Anna enjoys a hunt, which for
her, ultimately relates to resident satisfaction. In
the most recent resident satisfaction survey, Anna
scored 97% overall resident satisfaction and her
Anna on a golf cart traveling the campus
staff scored 99% for front desk services!
“I am continually excited to tell the Cypress Glen story,”
said Anna. “It is a story that creates itself every day, and
there is always a special moment that makes me say ‘I am
so privileged to work here, and proud to be a part of this
community.’”
Anna’s first job was at Cypress Glen in the dining department
while she was a student at ECU. After graduation, she worked
for The American Lung Association. During her time at the
Lung Association, she stayed in contact with the community
often using its catering services for fund raising events.
When Anna learned that Laurie was looking for an assistant
and Communications Director, she applied and was excited
Anna Holloman and Laurie Stallings
at the chance to return to Cypress Glen. Anna has worked
in her present capacity since 2003. Over the years, she has earned a reputation among her peers and with
the residents as one who is always anxious to help and please. Anna is a fine example of the Extraordinary
Impressions that all of UMRH strives to make every day!
18
REVIEW 2015
A
s a growing number of senior citizens
discover the advantages of digital
communications, email and social media
are quickly becoming their dominant
method of exchanging information. Independent
living seniors at Croasdaile Village are tapping into
technology more than ever, and most say it is an
important part of their daily lives, and the most
efficient way to engage and inform. According to the
Pew Internet and American Life Project, 87% of senior
citizens use email and search engines, while the
Nielsen Company found that checking email was the
primary online activity for 88.6% of seniors.
Social networks are also acquiring more senior users
with each passing year. A Croasdaile Village study
demonstrated that all surveyed residents in their 60s,
70s, and 80s had a personal Facebook page. Those
who did not, had friends or children on Facebook.
Seniors learn much about their families’ lives and
Croasdaile Village resident Barbara Strohbehn uses her
notebook while waiting for an appointment at the clinic.
Her PET button is on her arm for security/medical assistance.
REVIEW 2015
19
interests through this
medium. The rise in social
networking among senior
citizens signals an increase
in frequent email use.
engage thus enhancing
the quality of their life.
Cypress Glen conducted
their own tech-savvy
survey using a slightly
different method, but
Of all the seniors polled
Their results are much
(150 residents ages 64 to
like the Croasdaile Village
96), all but three seniors
survey. Of the 51 residents
used email. Of those with
surveyed, some people
email, all checked their
answered as a couple
email at least once a day,
and some as individuals.
with the majority checking
Eleven of the 51 residents
their email at least five times
had never used or are no
a day. Shopping topped the
The
IN2L
(It’s
Never
Too
Late)
computer
system
longer use a computer,
most used reason for surfing
residents use at the Croasdaile Village Pavilion
leaving 39 residents
the net, but banking came
Healthcare Center to stay in contact with family
engaged in technology.
in second with medical and
and friends.
Like Croasdaile Village, the
government sites vying for
primary use of technology was for email. In the social
third.
media arena, 16 residents had Facebook pages and
The Croasdaile Village health center uses the IN2L
one had a Linked in or Twitter account. 18 of the 51
(It’s Never Too Late) computer system to connect
residents surveyed had interest in forming a tech club
seniors with their family and friends. This educational
to learn new skills and to further enhance the use of
program opens up many new educational and
technology on their campus.
informational avenues for seniors who need assisted
See charts below.
help. IN2L empowers individuals to connect and
20
REVIEW 2015
Seniors say smart phones
keep them connected.
FOUNDATION Briefs
George Deaton
Director of Development and Vice President of the UMRH Foundation
A TRIBUTE TO THE LATE GEORGE W. NEWTON
(February 22, 1920 - April 17, 2015)
The late George Newton was a strong advocate of The United Methodist Retirement
Homes through his persistent exploring of ways to make the organization stronger,
not only through his financial support, but also through his valued guidance and
friendship with residents, staff and board members. He was instrumental in helping
to put the new Croasdaile Village project in the late 1990s on a sound financial
footing.
George had a love of woodworking. He was especially committed to making gifts
of wood – crosses to put on key rings, lamps, beverage coasters, and numerous
furniture designs. Amazingly, he developed methods and tools to allow him to
George W. Newton
continue with his beloved hobby even after his sight began to fail him. As his son Walter exclaimed, “And
he still has all his fingers!” Because he wanted to support residents who have an interest in woodworking,
George made significant gifts of funds and equipment in honor of the residents who founded the Croasdaile
Village woodworking workshop.
If you have been in William Preston Few Interfaith Chapel at Croasdaile Village, you have experienced being
in a space that George and his family named for the founding president of Duke University because he was
so grateful for the training that he received in Duke University laboratories. His training at Duke and his
propensity and genius for invention, along with being an astute businessman, are what allowed him to found
Newton Instrument Company in 1949 and to grow it into a great success story.
George and his family named one of the new living rooms in the Croasdaile Village Pavilion Healthcare
Center in memory of his first wife, Mary. George’s leadership contributions to the Durham community are
life-long and have had an immeasurable impact on its residents. We sorely miss George and are honored to
have known him and to have had him for a friend.
gifts, tribute gifts in honor or memory of someone,
gifts for employee scholarships, gifts for special
initiatives for benevolences such as Mother’s Day
Offering and the annual golf tournament, and gifts
for special projects, among others.
George Deaton
Director of
Development and
Vice President
Beverley Pierpoint
Director of Corporate
Communications and
Annual Giving
Cheryl Miller
Development
Specialist and Donor
Records Coordinator
OVERVIEW
The UMRH Foundation is blessed by donors of
gifts small and large for helping current and future
residents to have a better quality of life. All gifts
are important to enhancing the lives of residents –
planned gifts, major gifts, estate gifts, endowment
REVIEW 2015
21
Gifts designated for the UMRH Foundation are
for the benefit of all three communities – Wesley
Pines in Lumberton, Cypress Glen in Greenville,
NC and Croasdaile Village in Durham, NC. Some
of these gifts are unrestricted, which means the
donor wants the gift to be used where needed
most, as approved by Trustees. Other of these gifts
are designated for a particular purpose, such as a
capital project, a scholarship fund, a garden fund, a
library fund or a benevolence fund or endowment.
The UMRH Foundation, UMRH and the three
communities are grateful to all donors of gifts small
and large who have enhanced the quality of life at
our retirement communities through their giving.
In fiscal 2015, donors blessed the UMRH
Foundation and affiliates with gift commitments
totaling $1,069,123. Of this amount, the North
Carolina Conference of the United Methodist
Church donated $85,564 for benevolences.
Churches of the North Carolina Conference gave
$48,819 through the Mother’s Day Offering for
benevolences at the three communities. The chart
on page 21 shows categories of gifts and associated
percentages of the total.
TESTAMENTARY GIFTS
Many donors make generous testamentary gifts.
The late Mr. C. Holden Ballou funded a charitable
remainder annuity trust many years ago. He
received a substantial
tax deduction the year
The late C. Holden
he funded the trust, and
Ballou left a
received fixed payments
charitable trust
since then until his
remainder of
death this year. His trust
nearly $197,000
remainder of $196,953
to establish a
established the UMRH
Croasdaile Village
Foundation C. Holden
Benevolent Care
Ballou Benevolent Care
Endowment
Endowment. Earnings
bearing his name.
and appreciation of the
endowment will fund
benevolences for resident care at all three UMRH
Communities: Wesley Pines, Cypress Glen and
Croasdaile Village.
The late Cypress Glen resident Verna Elizabeth
Berryhill left a bequest of more than $5,000 for
the Cypress Glen Unrestricted Fund. The late
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REVIEW 2015
Rev. Johnie L. Joyce, who was a Croasdaile Village
resident, funded an endowment for the Croasdaile
Village Unrestricted Fund at the United
Methodist Foundation (UMF) of the North Carolina
Conference. The initial gift from that endowment
was $7,378. The UMF will make future distributions
to UMRH annually.
Another generous donor, the late M. O.
Stephenson, established the M. O. Stephenson
Memorial Endowment at the UMF for the benefit
of the UMRH Benevolent Care Annual Fund.
The first distribution was $105,242 and is shared
with all three communities in proportion to their
benevolence expenses. Successive distributions
will be made annually to UMRH and to the other
beneficiaries of Mr. Stephenson’s endowment.
The late Mrs. Marion L. McMorris made a gift of
$5,561 to the Croasdaile Village Benevolent Care
Endowment through the remainder of her UMRH
Foundation charitable gift annuity.
United Methodist Retirement Homes is blessed by
all of these donors who chose to make a difference
in the lives of residents at our communities through
their planning of generous testamentary gifts.
CHARITABLE GIFT ANNUITIES
Ms. Angelika Langen contributed a deferred
charitable gift annuity (CGA), meaning that her
annuity account will grow until payments begin in
a future year. She designated the remainder for the
Croasdaile Village Benevolent Care Endowment.
The payouts for deferred CGAs must begin at least
one year from the date the annuity is funded. She
received a generous tax deduction for 2015 and a
portion of future payments will be tax free. Mrs.
Sandra Brooks funded two additional immediate
payout CGAs in fiscal 2015 for which payments
begin according to an immediate payout schedule
without a deferral period. She received a significant
tax deduction for the years (2014 and 2015) in
which she funded the annuities. Her payments
contain generous tax-free components. The
remainder amounts of her CGAs are designated for
the Cypress Glen Wellness Center.
UNRESTRICTED GIFTS
One of the most flexible ways for donors to support
UMRH and The UMRH Foundation is through
unrestricted gifts. Donors of major unrestricted gifts
were the Rev. and Mrs. Leland M. Heath, Jr. for
the Cypress Glen Unrestricted Fund and Mr. and
Mrs. James Lore and an anonymous donor for
the Croasdaile Village Unrestricted Fund. Mrs.
Marjorie Hawkins donated a car; she designated
the funds from sale of the car for the Croasdaile
Village Unrestricted Fund.
BENEVOLENCE GIFTS
Donors of major gifts for the Cypress Glen
Benevolent Care Annual Fund were Cypress Glen
Spiritual Life, The Golden Circle Club, Mr. and
Mrs. Richard A. Cooper, Rev. and Mrs. Leland
M. Heath, Jr. and Mrs. Josephine G. Twilley.
These donors made major gifts to the Croasdaile
Village Benevolent Care Annual Fund: Mrs. Vi
Gooch, Croasdaile Village Residents’ Association,
Bendon Family Foundation, Mrs. Dorothy
C. Bevan, Mrs. Mary J. Brown, Ms. Virginia
Campen, Mrs. Helen F. Conner, Mrs. Julia B.
Gooch, Mrs. Barbara B. Strohbehn and Ms.
Debra C. Wallace. An anonymous donor made a
major gift for the Wesley Pines Benevolent Care
Annual Fund.
Benevolent Care Endowments (BCEs) provide
benevolence funds through appreciation and
earnings of endowment investments. UMRH Trustee
Mr. J. D. Adams made a major gift to the UMRH
Foundation Benevolent Care Endowment for
the benefit of all three communities. Mr. and
Mrs. Edward F. Conner and Dr. and Mrs. Robert
T. Osborn made major gifts for the Croasdaile
Village BCE.
These were the major Mother’s Day Offering
donors for this benevolence fundraiser: Brown’s
Chapel UMC, Croasdaile Village Religious Life,
Cypress Glen Spiritual Life, Edenton Street UMC,
First UMC Cary, Glendale Heights UMC, First
UMC Rocky Mount, North Raleigh UMC, Queen
Street United Methodist Church, St. James UMC,
and Wake Forest UMC.
Major donors to the golf tournament fundraiser
for benevolences were the two sponsors, BB&T
and Ziegler Investment Banking.
Campbell Ear, Nose & Throat, P.A. made a major
gift to the Wesley Pines Local Committee’s
fundraiser for benevolences.
Jack Fassett and daughter Joy with Fassett scholars for 2015.
SPECIAL PROJECTS
Donors help to make life better at all three
communities by helping to fund special capital and
non-capital projects. Among these are scholarship
programs for employees who are continuing their
post-secondary education. The funding and naming
of garden spaces is another popular way to give.
Gifts for several special projects are described in
this section.
Cypress Glen Wellness Center
Through September 30, 2015, donors to the
Cypress Glen Wellness Center have committed
$2,498,796. The two-year
“Look Good – Feel Good”
Through September
campaign was completed
30, 2015, donors
in July of 2014, although
to the Cypress Glen
Campaign Manager,
Wellness Center
George Deaton, continues
have committed
to be in contact with
$2,498,796.
prospective donors of
major gifts who requested
to be contacted at a specific future time. These
donors made significant gifts for the Wellness
Center in fiscal 2015: Bill and Faye Stallings Family
Foundation, Jefferson’s, Mr. and Mrs. Clarence
D. Bunn, Mrs. Suzanne Early, Mr. William E.
Evans, The Eddie and Jo Allison Smith Family
Foundation, and Mrs. Josephine G. Twilley.
Cypress Glen Memory Care Cottage Renovations
Mrs. Phoebe Moore Dail made a significant gift
for the Cypress Glen Memory Care Cottage
renovation project.
REVIEW 2015
23
Cypress Glen residents make good use of the indoor pool at
the Wellness Center.
Mr. Joe Rees working in the Croasdaile Village Homestead
Garden.
Memorial Park Bench
Ms. Chicita F. Culberson made a major gift in
memory of Mrs. Sarah James to replace a park
bench on the path near Aldersgate Court on the
Croasdaile Village campus.
Employee Scholarship Awards
Upgraded Audio Visual Systems at Croasdaile
Village
In 2013, UMRH Trustees approved a UMRH
Foundation $175,000 mini-campaign for upgraded
audio-visual systems at Croasdaile Village. As
of September 30, 2015, donors had committed
$131,057 for the project. Included in this amount is
a significant gift of Dr. Hugh Robinson in memory
of Mrs. Lyn Robinson for the Few Chapel portion
of the system. He is a Croasdaile Village resident.
As of this writing, work has begun to complete the
upgrades, which will also support a new auditorium
planned for the upcoming Croasdaile Village
expansion. A verbal commitment was received in
September for most of the remaining funds needed
to complete the project.
New Croasdaile Village Pavilion Dining Rooms
The expansion and modernization of the two
Pavilion Healthcare Center Dining Rooms –
one on the first floor and one on the second – is
scheduled to begin in late 2015 or early 2016.
Naming opportunities are available at $125,000 per
dining room.
Homestead Garden
Major Mary S. Craft made a major gift for the
Croasdaile Village Homestead Garden in honor of
Mr. Joe Rees.
24
REVIEW 2015
Croasdaile Village
On June 25, six Croasdaile Village Dining Services
employees each received a $1,000 John D. Fassett
Scholarship. Since 2004, 129 Fassett scholarships
have been awarded valued at $129,000. Beginning in
the summer of 2016, the award amount will increase
to $1,500 per scholarship. Dr. Fassett wanted to
increase the amount to account for inflation since
scholarships were first awarded in 2004. Dr. Fassett
made an additional gift of $50,000 in September for
the John D. Fassett Scholarship Endowment.
Ms. Chicita F. Culberson, Ms. Veronica D. Eustice,
Mrs. Ann T. Pope, and Dr. Hugh Robinson made
major gifts to the Fassett Scholarship Annual Fund.
These donors help ensure that every qualifying
applicant is awarded a Fassett scholarship.
Five Croasdaile Village employees received $600
Kathleen Knott Scholarships in Healthcare
Education on August 11. Since the inaugural
year of 2004, 53 Knott Scholarship recipients have
been awarded scholarships totaling $30,825.
The late Dr. Garland Knott, a Croasdaile Village
resident, contributes $1800 every year to fund three
scholarships. He funded these annual gifts through
a charitable gift annuity (CGA), giving him excellent
tax advantages and payout rate. The CGA remainder
will be used to establish the Kathleen Knott
Scholarships in Healthcare Education Endowment
so that these scholarships will continue to be
awarded far into the future.
The second year of awards of the Edward C. and
Betty M. Matthews Employee Scholarships were
presented in December, 2014. There were three
WAYS TO GIVE
CASH
WILLS
REAL
ESTATE
ESTATES
CGA*
* CGA: Charitable Gift Annuity
STOCKS
IN
KIND
PLEDGES
CRT*
CRT: Charitable Remainder Trust
recipients of $1,000 scholarships – two full-time
employees and one part-time. Full-time student
employees receive priority. Four scholarships of
$1,000 each were awarded in 2013, our inaugural
year. Two additional $1,000 scholarships were
awarded in December 2015. Mrs. Betty Matthews
and her daughter, Ms. Kathleen Matthews,
donated funds for these two awards. The 2015
scholarship awards totaled $9,000. Matthews
Scholarships are open to employees enrolled in any
curriculum approved by the Scholarship Committee.
Mrs. Matthews and her late husband have made
provisions through a charitable remainder trust
to fund the Edward C. and Betty M. Matthews
Employee Scholarship Endowment.
Cypress Glen
Two Cypress Glen Staff to Staff Scholarships were
awarded in August in the amount of $750 each.
Patrick Hunt was the recipient. These scholarships are
funded by gifts from Cypress Glen management,
senior staff and residents. The Cypress Glen
Residents’ Council made a major gift in support of
these scholarships. Since the first awards were made
in 2010, a total of 10 scholarships have been granted
valued at $6,250.
Additional awards of the Cypress Glen Vera and Chip
Pennington Employee Scholarships are planned
for December 2015. Mr. Pennington funded the
Vera and Chip Pennington Employee Scholarship
Endowment through a charitable gift annuity
remainder. Wesley Hoag was the recipient. Thirty
$500 and $750 awards amounting to $16,750 have
been made from inception in 2008 through 2014.
The family of the late Margaret Mansfield established
the Margaret Mansfield Employee Healthcare
Scholarships at Cypress Glen. Ms. Kathleen Dewey
made an additional major gift to this fund in fiscal
2015. One scholarship award of $750 was made in
December 2014 and a $1,000 award was awarded in
December 2015. Tesha Underwood was the recipient.
FOUNDATION ETHICS
AND DONOR PROTECTION
The Foundation and its volunteer and staff
representatives always consider the interests of
the donors as the first priority in planning gifts.
Information learned by any representative of
the Foundation about a donor or the donor’s
assets or philanthropic intentions is held in
strict confidence. It is neither the province of
the Foundation nor its volunteers or staff to give
legal, accounting, tax, or other advice which is
usually reserved to the donor’s counsel while
acting on the donor’s behalf.
DONOR BILL OF RIGHTS
I.
To be informed of the organization's
mission, of the way the organization
intends to use donated resources, and of
its capacity to use donations effectively
for their intended purposes.
II. To be informed of the identity of those
serving on the organization's governing
board and to expect the board to exercise
prudent judgment in its stewardship
responsibilities.
III. To have access to the organization's most
recent financial statements.
IV. To be assured their gifts will be used for
the purposes for which they were given.
V. To receive appropriate acknowledgment
and recognition.
VI. To be assured that information about their
donation is handled with respect and with
confidentiality to the extent provided by
law.
VII. To expect that all relationships with
individuals representing organizations of
interest to the donor will be professional
in nature.
VIII. To be informed whether those seeking
donations are volunteers, employees of
the organization or hired solicitors.
IX. To have the opportunity for their names
to be deleted from mailing lists that an
organization may intend to share.*
X. To feel free to ask questions when making
a donation and to receive prompt, truthful
and forthright answers.
*UMRH and UMRH Foundation do not share mailing lists.
REVIEW 2015
25
Croasdaile Village
C
Howard DeWitt
Executive Director
roasdaile Village is a continuing care
retirement community located in Durham,
North Carolina. The community is owned by
The United Methodist Retirement Homes,
Inc. (UMRH) and managed jointly by UMRH and Life
Care Services, a national leader in senior housing
and retirement services. The community is related
by faith to the North Carolina Conference of the
United Methodist Church but accepts seniors of all
denominations and spiritual beliefs.
auditorium, a new dining venue, and additions to the
common areas.
Croasdaile Village has 346 independent living
cottages and apartments, 56 independent living
with personal service apartments, 30 assisted living
apartments, and 110 healthcare (skilled nursing) beds.
COMMUNITY BENEFIT
An expansion of the campus is expected to begin,
pending board approval, in 2016/early 2017.
The project will include additional cottages, new
residential living ‘villas,’ additional assisted living
apartments, an aquatics and Wellness center, a new
BENEVOLENCE PROVIDED
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REVIEW 2015
Croasdaile Village is within 10 minutes of Duke
Medical Center, Duke University, and NC Central
University. The campus is within 20 minutes of the
Research Triangle Park, RDU International Airport,
the University of North Carolina at Chapel Hill,
major shopping, and entertainment and recreational
venues.
$49,314
This figure represents the services provided to the
greater community by Croasdaile Village.
$2,371,009
Croasdaile Village provides benevolence assistance to
residents who, through no fault of their own, can no
longer meet their financial obligations.
Cypress Glen
C
ypress Glen is a continuing care retirement
community located in Greenville, North
Carolina. The community is owned by The
United Methodist Retirement Homes, Inc.
(UMRH) and managed jointly by UMRH and Life
Care Services, a national leader in senior housing
and retirement services. The community is related
by faith to the North Carolina Conference of the
United Methodist Church but accepts seniors of all
denominations and spiritual beliefs.
Cypress Glen has 198 independent living cottages
and apartments, 30 assisted living apartments and 30
healthcare (skilled nursing) beds. The community also
has a 12-resident memory care cottage specializing
in dementia-related illnesses. Cypress Glen opened its
new wellness center in 2014.
Laurie Stallings
Executive Director
The community is within minutes of East Carolina
University and Vidant Medical Center, a major
medical and research center. Residents of Cypress
Glen enjoy access to shopping centers, concerts,
museums, art galleries, sports events and the arts.
Day trips to points of interest across the state are
planned monthly.
COMMUNITY BENEFIT
$715,589
This figure represents the services provided to the
greater community by Cypress Glen.
BENEVOLENCE PROVIDED
$362,937
Cypress Glen provides benevolence assistance to
residents who, through no fault of their own, can no
longer fully cover their expenses.
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27
Wesley Pines
W
esley Pines is a continuing care
retirement community located in
Lumberton, North Carolina. The
community is owned by The United
Methodist Retirement Homes, Inc. (UMRH) and
managed jointly by UMRH and Life Care Services,
a national leader in senior housing and retirement
services. The community is related by faith to the
North Carolina Conference of the United Methodist
Church but accepts seniors of all denominations and
spiritual beliefs.
Wade Rozier
Executive Director
College is close by with only a five minute drive.
Wesley Pines residents make many day trips to events
in the area and have annual outings such as their Fish
Fry event at Lake Waccamaw.
With just one hour from the coast, four hours to
the mountains, and one and a half hours to Raleigh,
residents of Wesley Pines can easily make day trips to
these areas.
COMMUNITY BENEFIT
Wesley Pines has 22 independent living apartments
and cottages, 36 assisted living accommodations and
62 skilled nursing beds. The community builds new
independent living villas as needed.
$25,636
This figure represents the services provided to the
greater community by Wesley Pines.
Southeastern Regional Medical Center, whose cardiac
care center is an affiliate of Duke University, is located
only five minutes away. UNC Pembroke is a twenty
minute drive and Robeson Community Community
$1,158,450
Wesley Pines provides benevolence assistance to
residents who, through no fault of their own, can no
longer fully pay their way.
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REVIEW 2015
BENEVOLENCE PROVIDED
Wesley Ridge
W
esley Ridge is a 24-unit one-and
two-bedroom apartment community
located adjacent to the Wesley Pines
campus in Lumberton, North Carolina.
Wesley Ridge is a division of UMRH Affordable
Housing.
The community has six, one-story buildings
constructed of wood frame, vinyl siding, and brick
veneer. Each building contains four apartments: Three
one bedroom units of approximately 625 square feet
and one two-bedroom unit of approximately 840
square feet.
Wesley Ridge is open to senior adults age 62 and
older and to persons 18 years of age and older with
disabilities. To become a resident, persons must
Patsy Hayes
Manager
Patsy Hayes, Site Manager and
Drew Leonard, PPM Regional Manager.
earn no more than 60% of the median income in
Robeson County, North Carolina. This translates
into approximately $19,000 for a single person and
$23,000 for a couple.
Residents of Wesley Ridge have access to Medicaid
beds at Wesley Pines should the need arise.
The community is managed by Partnership Property
Management (PPM), of Greensboro, N.C. and
Florence, S.C. The community has an advisory
Board which meets annually. Mrs. Patsy Hayes is the
manager of the community and Mr. Drew Leonard is
the regional manager.
Admission is on a first-come, first-served basis.
Applicants must pass a security check, a drug test and
a credit check.
REVIEW 2015
29
Wesley Pines Hosting the 2015
Robeson County Alzheimer’s Walk
Social accountability activities are community outreach services
that demonstrate an organizations charitable mission.
S
ocial accountability is a measure of an
organization’s commitment to its mission, its
stakeholders and the greater community and
demonstrates fulfillment of the requirements
and expectations of “tax-exempt organizations.” This
term is also used synonymously with “community
benefit” and “community engagement” among
others.
Guidance
Holleran, a national research firm, located in
Lancaster, PA, in 2010, partnered with LeadingAge,
an association of not-for-profit organizations, located
in Washington, D.C., to gather information about the
Social Accountability practices of not-for-profit (NFP)
continuing care retirement communities (CCRCs).
Lyon Software, an expert in the field of community
benefit and tax-exempt organizations, provided
additional guidance regarding Internal Revenue
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REVIEW 2015
Service (IRS) requirements and tracking social
accountability activities.
Using the guidelines established from these entities,
Croasdaile Village, Cypress Glen and Wesley Pines
developed their unique plans and methods of
tracking the community benefits they provide.
CROASDAILE VILLAGE
Croasdaile Village has strong community ties with
Duke University Health Systems, Duke University
Divinity School, the Duke Institute For Learning (DILR),
and the Durham Technical Community College.
In addition, Croasdaile works closely with several
local schools and private academies. The residents
and employees take pride in their involvement in
local charities, such as the Alzheimer’s Association,
Meals on Wheels, and the Durham Rescue Mission.
Croasdaile Village is respected for its contributions to
As a tax-exempt organization, the UMRH communities must
produce an annual report documenting the community benefits
it provides. Portions of the reports are presented below.
CYPRESS GLEN
Croasdaile Village residents worked with the team to create
a 2016 calendar featuring residents. Proceeds from the sale
benefited the Croasdaile Village Benevolent Care Annual
Fund.
the community at large and for its quality of services
to seniors beyond the boundaries of the campus.
Education and Service Contributions:
Duke University Medical School
Duke University Geriatric Education Department
Duke University ABSN (BS program)
Duke Divinity School
Interns from Duke and the VA Hospital
Chaplain’s Program for the Homeless
Chaplain’s Inclusiveness Program
Chaplain’s Methodist Federation for Social Action
Chaplain’s United Methodist Bishop’s Dialogue
Chaplain’s speaking at Duke Divinity School
Donated Space:
Parkinson’s Support Group
Durham District Retired Pastors Group
Duke Chapel Congregations
Local Musicians and Music Associations
Christian Women’s Club
Duke Institute for Learning
Sapphire Music and Improvisation Group
Carolina Harmony Chorus
Christian Middle School Basketball Team
Cypress Glen commits to providing “benevolence”
or charitable support to residents in all levels of
care. The Residency Agreement states that residents
who exhaust their funds will be permitted to remain
at the community at a reduced fee as long as the
community can continue to operate on a sound
financial basis for the benefit of all residents. Cypress
Glen funds benevolent care with contributions made
to The United Methodist Retirement Homes from
the North Carolina Annual Conference of the United
Methodist Church, the Cypress Glen endowment,
special fund campaigns, and from operations. Cypress
Glen does not receive Medicaid reimbursement.
Cypress Glen Retirement Community has strong
community ties with East Carolina University,
including the Brody School of Medicine, Pitt
Community College, Vidant Hospital, The University
Health System, Creative Living Center, (an adult day
health program), Council on Aging, Eastern area
AHEC, Pitt County Board of Elections, Food Bank of
Eastern North Carolina, Pitt County Schools and St.
Peter’s Catholic School, John Paul II Catholic High
School, Cub Scout Pack 826, Greenville-Pitt County
Chamber of Commerce, Alzheimer’s North Carolina,
as well as many other local groups and organizations.
Cypress Glen is respected for its contributions to the
community-at-large and for its quality of services to
seniors beyond the boundaries of the campus.
Education and Support:
Tours and informational sessions for med students
Alzheimer’s Partnership Luncheons
Chaplain served as a group leader for UM ministry
Pitt Community College Advisory Board
ECU Brody School of Medicine geriatric students
Nursing Home Administrator training
Internship from DeVry University
Nursing students, Pitt County Community College
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31
ECU Lifelong Learning Program
High school student training in healthcare
Recycling program
Volunteering at John Paul II High School
Volunteering at St. Peter’s Catholic School
Advisory Board of Brody School of Medicine
Advisory Board at ECU Health Care Management
“Cookies for Santa” for Food Bank of NC
Bingo for Bucks for Alzheimer’s of NC
BBQ dinner sale for Alzheimer’s of NC
Senior Health and Fitness Day
Clinical rotations, Pitt County Community College
Tours and education, ECU occupational therapy
students
Donated Space:
Parkinson’s Support Group
Alzheimer’s Partnership Luncheon
ECU Brody School of Medicine students
Presbyterian Women’s Group
Gideon’s Meeting
Community Pop Singers
UMW Circles
Daughters of the American Revolution
Sons of the Confederacy
Greenville Service League
Religious Society of Friends
2015 voting precinct
Tar River area neighborhood
Golden Kiwanis Ladies Group
Eastern NC Activities Professionals
Life Long Learning
Quarterly ECU Club
WESLEY PINES
The primary community benefit provided at Wesley
Pines is in the form of unreimbursed costs related
to the provision of health care to Medicaid patients
within the Wesley Pines health center. Wesley Pines
has 60 skilled nursing Medicaid certified beds and
five assisted living Medicaid residents. This population
includes patients admitted to the health center directly
from the geographic service area and CCRC residents
who meet Medicaid eligibility criteria. Additionally, the
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REVIEW 2015
community provides benevolence discounts to those
in independent living and assisted living that have
reached certain asset spend-down levels.
Wesley Pines has strong community ties with
Robeson Community College, Lumberton Area
Chamber of Commerce, Lumberton High School,
Southeastern Regional Medical Center, and many
other local groups and organizations. Wesley Pines
is respected for its contributions to the community
at large and for its quality of services to seniors
beyond the boundaries of the campus. Wesley Pines,
a 38-year-old community, has many relationships and
sponsors and numerous programs to help support
the community at large.
Education and Service:
Host for 2015 Alzheimer’s Walk
Lumberton Chamber of Commerce Ambassadors
Lumberton Rotary Club
Teaching site of geriatric education
Liberty Hospice Annual Memorial Service
Robeson County Community College
Donated Space:
Chestnut Street UMC
Girls Scouts of America
Community Bridge and Garden Clubs
Second Time Around Band
Resident family/community social
Community Watch Group Meeting
Liberty Hospice Support Group
Lumbee Study Club
Wesleyn Circle Group
First Presbyterian Women’s Club
Kirk Fellowship Group
End of Life Coalition
Lumberton Junior Service League
Memorial Services
Alzheimer’s Walk committee meeting
End-of-Life Conference
Lumbe River Caregivers Conference
DONORS
Individual Donors
for Fiscal Year 2015
Mrs. Hattie Blue-Yarborough
Ms. Deborah Chapman
Mr. and Mrs. J. Mike Board
Ms. Virginia D. Chase
Ms. Norma W. Aaron
Mr. and Mrs. Donald B. Boldt
Mrs. Estelle O. Christensen
Mr. Angelo Abbate
Mr. and Mrs. Henry Boll
Ms. Betty S. Church
Mr. and Mrs. Jimmie B. Adams
Mr. and Mrs. James O. Bond
Mr. William L. Church
Mr. and Mrs. Julius D. Adams
Mr. and Mrs. Leonard G. Boswell
Dr. and Mrs. James R. Clapp
Mrs. Frances W. Akins
Mr. and Mrs. A. Watts Bragg
Mrs. Anne Clark
Aldersgate/Davisson West
Neighborhood
Mrs. Blanche B. Bragg
Mr. and Mrs. Clyde D. Clark
Ms. Katherine G. Brannon
Mrs. Colleena Clark
Mr. Mayo Allen
Mr. Joe Bray
Mrs. Elizabeth K. Clark
Mr. and Mrs. Michael A. Allen
Mrs. Betty Briner
Ms. Rosemary Clark
Mr. and Mrs. John W. Andrews
Mr. and Mrs. W. E. Brinson
Mr. and Mrs. Danny M. Clayton
Ms. Karen L. Anghelescu
Ms. Brenda R. Britt
Dr. and Mrs. Ed Clement
Mr. and Mrs. Charles E. Atkinson
Mrs. Grace Britt
Rev. John C. Clunie
Mr. and Mrs. Arthur H. Axberg, Jr.
Mrs. Jean B. Broadbelt
Ms. Leona S. Cobb
Mrs. Sara M. Bahner
Mr. and Mrs. Gene A. Brooks, Sr.
Mr. Nathaniel W. Coffin
Mrs. Rebecca Bair
Mrs. Sandra Brooks
Dr. and Mrs. Vincent J. Colombo
Mr. and Mrs. Lynn Baird
Ms. Danielle Brown
Mr. and Mrs. Edward F. Conner
Mr. C. Holden Ballou
Mr. and Mrs. Kirby B. Brown
Mrs. Helen F. Conner
Ms. Gertie Ballou
Mrs. Mary J. Brown
Mrs. Eva W. Cooper
Mr. and Mrs. John P. Barker
Mr. and Mrs. Clarence D. Bunn
Mr. and Mrs. Richard A. Cooper
Mr. Leon C. Barnes
Ms. Lucretia Burbage
Mr. Marise A. Covington
Mr. and Mrs. Marvin L. Barnes
Ms. Gerti O. Burtyk
Mr. W. D. Cox, Jr.
Mrs. Emma Bass
Mr. and Mrs. Jaquith Butler
Major Mary S. Craft
Mr. Donald W. Baxter, Jr.
Mrs. Martha M. Bynum
Mrs. Anna E. S. Craig
Mrs. Martha M. Beauchamp
Mr. and Mrs. Douglas L. Byrd
Mr. and Mrs. R. David Crook
Mr. and Mrs. B. V. Belk, Jr.
Ms. Virginia Campen
Ms. Chicita F. Culberson
Mr. and Mrs. Rodney M. Bell
Mr. and Mrs. Tim Canning
Mr. and Mrs. M. B. Cunningham
Mr. and Mrs. Timothy Bell
Ms. Janice M. Cardoza
Mrs. Phoebe M. Dail
Mrs. Dorothy C. Bevan
Mr. J. Phil Carlton
Mr. George M. Davis
Mrs. Marion F. Biggs
Mr. Ray Carlton
Mr. and Mrs. Landis H. Davis
Mr. Franklin L. Bird
Dr. and Mrs. Jack Carroll
Ms. Mescal Davis
Mr. and Mrs. John D. Black
Ms. Alice Castillo
Mr. Charles F. Dawson
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33
Ms. Doris J. Dawson
Ms. Jo Ann Falls
Dr. and Mrs. Richard C. Grambow
Mr. Grady Dawson, Jr.
Dr. and Mrs. John D. Fassett
Ms. Marie H. Grauerholz
Ms. Mary H. Dawson
Ms. Janice H. Faulkner
Mr. H. Edwin Gray, CPA
Mr. and Mrs. William H. Dawson, Jr.
Mrs. Loisjean Fenoglio
Ms. Rebecca R. Greene
Mr. and Mrs. George A. Deaton
Mr. and Mrs. John S. Fenton
Mr. and Mrs. John Grissom
Rev. and Mrs. Laurence F. DeCarolis
Mr. and Mrs. Ralph L. Fleming
Mr. and Mrs. Richard W. Grove
Mr. and Mrs. William G. Decoligny
Ms. Maxine Flowers
Mrs. Nina M. Guice
Mr. and Mrs. Harris E. Deloach, Jr.
Mr. and Mrs. Vernon S. Flowers
Dr. and Mrs. Caulie Gunnells
Mrs. Merial R. DePasquale
Mrs. Rosalie Fonda
Mr. and Mrs. Eugene W. Hackney
Mrs. Barbara R. Descisciolo
Mr. and Mrs. Bernie Freeman
Mr. and Mrs. Ellis F. Hall, III
Mrs. Marvel B. DeVanne
Mr. and Mrs. B. G. French, Jr.
Mrs. Grace S. Hallock
Ms. Kathleen Dewey
Mrs. Mary D. Furth
Ms. Amy L. Hammond
Mr. Peter J. DiFalco
Mr. Richard K. Gage
Mr. and Mrs. J. Samuel Hammond
Mrs. Jean B. Dixon
Mrs. Jessie S. Gaither
Ms. Jean B. Hampson
Mr. G. D. Dodson, Jr.
Mr. Scott D. Gallimore
Dr. Carolyn H. Hampton
Ms. Julie Dodson
Mr. and Mrs. Jerry L. Gambill
Mr. and Mrs. W. Lee Harriss
Ms. Catherine L. Dowd
Ms. Muriel Gamin
Mrs. Mary R. Harvey
Mr. and Mrs. Don Duff
Mrs. Julie G. Garmel
Mrs. Marjorie Hawkins
Mr. and Mrs. W. Russell Duke, Jr.
Mr. and Mrs. Nicholas C. Garner
Mr. and Mrs. V. W. Haymes
Ms. Ann S. Earley
Ms. Penny H. Gaskins
Rev. and Mrs. Leland M. Heath, Jr.
Mrs. Suzanne Early
Mr. Charles H. Gatchel
Dr. and Mrs. Frederic J. Hebert
Dr. and Mrs. James B. Ebert
Mrs. Evelyn A. Gatchel
Mrs. Audrey Heiser
Mr. and Mrs. James J. Edmundson
Mr. Louis Gaylord, Jr.
Mr. and Mrs. Charles B. Henderson
Mr. and Mrs. Robert S. Ehle
Mrs. Mary D. Gaylord
Ms. Kristin Herzog
Mr. Charles R. Eilber
Mr. and Mrs. Mont D. Gaylord
Mrs. Constance R. Hicks
Mrs. Lena Elkins
Rev. and Mrs. Brian G. Gentle
Mr. Fred M. Hight, III
Mr. John B. Ellis
Ms. Martha H. George
Mrs. Elsie M. Hill
Mrs. Katherine Emerson
Mrs. Doris W. Gervais
Ms. Tammy Hill
Mr. and Mrs. Jonathan M. Engram
Mrs. Frances T. Gibson
Mrs. Frankie L. Hinchen
Mr. and Mrs. Howland I. Enokida
Ms. Betty Jo Godbey
Mr. and Mrs. Arnold G. Holden
Ms. Veronica D. Eustice
Mrs. Julia B. Gooch
Miss Charity L. Holland
Dr. and Mrs. Richard Evans, Jr.
Mrs. Vi Gooch
Mrs. Oma L. Holland
Mr. William E. Evans
Mr. and Mrs. Edward A. Goodwin
Mrs. Anna W. Holloman
Mrs. Sarah Everette
Mrs. Ruth T. Gotwals
Mr. and Mrs. Keith D. Holmes, Jr.
Mr. and Mrs. Joe Exum
Mr. Terry Govoreau
Mrs. Louise W. Hood
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Dr. and Mrs. Jerrold D. Hopfengardner
Mr. and Mrs. Gus P. Kolias
Ms. Sara V. Mayhew
Mrs. Betty Lou Howard
Ms. Doria A. Koob
Mrs. Ann E. Maynard
Ms. Frances G. Howell
Mr. and Mrs. Norman H. Krause
Mr. Gordon McBride
Mr. and Mrs. Everett J. Hughes
Dr. and Mrs. Jesse M. Lamm
Mrs. Margaret McCarthy
Mr. and Mrs. Merlin V. Hummel
Ms. Angelika Langen
Mr. Curtis M. McCaskill
Ms. Glada Humphreys
Mrs. Agnes E. Langston
Ms. Lisa McCauley
Ms. Jean B. Husack
Mr. and Mrs. Cyril C. Larsen
Mr. and Mrs. A. J. McClure
Mr. and Mrs. Alan Inions
Ms. Beulah M. Latta
Mrs. Almarie McCrery
Mr. and Mrs. Charles T. Inman
Mr. and Mrs. George Lautares
Ms. Julia B. McCune
Ms. Mary P. Jackson
Ms. Jean Lazarides
Mrs. Nancy W. McIntosh
Mrs. Sarah M. James
Ms. Betty D. Lee
Mrs. Thelma H. McIntyre
Mrs. Jo Anne Jeffries
Mr. Henry Neal Lee, Jr.
Mrs. Clyde McKee
Mr. and Mrs. Bruce F. Jobe
Mr. and Mrs. Stan Leggett
Dr. Wendell H. McKenzie
Mrs. Louise G. J. Johanson
Mr. Kevin Lemaire
Ms. Barbara McKenzie-Tervo
Dr. and Mrs. Sheridan W. Johns, III
Mr. and Mrs. Harold D. Lerner
Mr. and Mrs. John B. McKinnon
Mrs. Anne B. Johnson
Mr. and Mrs. Harold E. Lerner
Mr. James D. McLeod
Mr. and Mrs. Bob Johnson
Dr. Howard T. Lewis
Ms. Neill McLeod
Mr. and Mrs. Charles B. Johnson
Mr. Roy Lightner
Mrs. Marion L. McMorris
Mrs. June T. Johnson
Ms. Donna K. Littlejohn
Mr. and Mrs. Dennis McNames
Ms. Margaret G. Johnson
Mr. and Mrs. Herman M. Livingston
Ms. Elizabeth U. Meldau
Dr. and Mrs. Billy E. Jones
Mr. and Mrs. James Lore
Mr. and Mrs. George Merryman
Mrs. Joan M. Jones
Ms. Miriam Lyder
Mr. Don Metzger
Ms. Julie M. Jones
Mr. George Macbain, IV
Mrs. Edna C. Mewborn
Dr. William S. Joyner
Mrs. Shirley J. Mallard
Mrs. Cheryl P. Miller
Ms. Pearl G. Kalevas
Mr. and Mrs. Richard Mann
Mr. and Mrs. David Miller
Mr. C. Michael Kearsey
Mr. and Mrs. Christopher J. Mansfield
Ms. Sue E. Miller
Mr. and Mrs. Robert Kellar
Mr. and Mrs. Gregory R. Mansfield
Mrs. Mary D. Mills
Mr. Kerry L. Kelley
Mrs. Renee N. March
Mr. Cecil S. Mizelle
Ms. Sarah H. Kemm
Ms. Cecilia A. Marguglio
Mrs. Ruth O. Mollison
Ms. Melinda V. Killenberg
Ms. Nancy S. Marks
Mrs. Jean W. Moore
Ms. Carol B. Kirby
Mrs. Mary Z. Martin
Ms. Judith L. Moore
Mr. Ronald K. Kissel
Mr. and Mrs. Robert M. Marx
Mrs. Wanda H. Moore
Mrs. Janet S. Kistler
Dr. and Mrs. Carle W. Mason, Jr.
Ms. Lucy M. Mac Morris
Mr. and Mrs. Bryant Kittrell
Mrs. Betty Matthews
Mr. and Mrs. James H. Mullen, III
Rev. Garland Knott
Mrs. Kathleen G. Matthews
Mr. Michael S. Mumford
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Ms. Lindsey M. Myers
Dr. and Mrs. Louis D. Quin
Mr. and Mrs. Alexander Silbiger
Mr. and Mrs. R. Lee Neale
Ms. Elizabeth Ray
Mr. and Mrs. Frank M. Skillman
Mrs. Evelyn A. M. Neelon
Mrs. Doris K. Reed
Mr. and Mrs. David B. Smart
Mr. Steven W. Nelson
Mr. Joe C. Rees
Ms. Augusta G. Smith
Mrs. Evelyn S. Nicholson
Mrs. Margaret B. Richardson
Mr. and Mrs. Charles J. Smith
Mrs. Lucy A. Nicolaysen
Mr. and Mrs. Leroy Rising
Mr. Fred G. Smith
Mr. and Mrs. Samuel R. Noble, Jr.
Mr. and Mrs. Karsten A. Rist
Mrs. Janet W. Smith
Mr. and Mrs. Randolph L. Norment
Mrs. Harriet A. Roberts
Mrs. Jean R. Smith
Mrs. Carrie G. Oakley
Dr. and Mrs. Hugh Robinson
Mr. and Dr. Jerry R. Smith
Mr. and Mrs. Wayne D. Odom
Mr. and Mrs. Richard A. Robinson
Mrs. Mary L. Smith
Mr. and Mrs. H. L. Ormond, Jr.
Ms. Leah Rodriguez
Mr. Thomas W. Smythe
Dr. and Mrs. Robert T. Osborn
Mr. James A. Rogers
Mrs. Martha Snider
Mrs. Delores C. Otis
Mr. and Mrs. John J. Rogers
Mr. and Mrs. Phil Snyder
Mr. and Mrs. Jimmy Owens
Mr. and Mrs. Ben C. Rouse
Mr. and Mrs. James E. Sorauf
Dr. George M. Paddison
Mrs. Carol Roycroft
Ms. Rita Sorensen
Mr. and Mrs. Mack B. Parker
Mr. and Mrs. Wade Rozier
Mrs. Betty S. Speir
Mr. and Mrs. Mickey Parrott
Mr. and Mrs. Jerald L. Runyon
Mr. and Mrs. Horace Stacy, Jr.
Ms. Marilyn J. Partin
Mrs. Guerry B. Russell
Ms. Susan F. Stafford
Mr. and Mrs. G. Starling Pelletier
Mr. and Mrs. Jim Sakell
Mrs. Laurie H. Stallings
Mr. and Mrs. David C. Pendleton
Mr. Louis L. Sasser, Jr.
Mrs. Betty Lou S. Stark
Mr. and Mrs. William H. Perkins, Jr.
Mr. Frank W. Saunders
Ms. Carolyn Stephens
Ms. Toni M. Perrone
Mrs. Ruth Saunders
Ms. Debbie L. Stephenson
Mr. and Mrs. Pete Perry
Mr. Timothy W. Sawinska
Mrs. Mary Ellen Stone
Mr. and Mrs. William L. Pickard
Mrs. Elaine Scagnelli
Mrs. Peggie V. Stox
Ms. Agnes J. Pieper
Mrs. Camille G. Scales
Dr. and Mrs. Boyd R. Strain
Mrs. Beverley S. Pierpoint
Mrs. Virginia Scales
Mrs. Barbara B. Strohbehn
Ms. Polly D. Piland
Ms. Polly Schiller
Dr. and Mrs. David W. Stroup
Mr. and Mrs. Ed Pollock
Mr. and Mrs. Richard Schulke
Ms. Anne E. Suggs
Mrs. Ann T. Pope
Mrs. Linda K. Scott
Mr. and Mrs. Jackson D. Sutherland
Mrs. Miriam Porterfield
Mr. and Mrs. Jerry L. Seals
Mr. Robert J. Sutton
Mr. Earl D. Powell
Mr. and Mrs. Hubert H. Sharpe
Mrs. Susanna Swoboda
Ms. Mary H. Powell
Mrs. Sophie S. Shiffman
Ms. Rachel M. Talbott
Mrs. Barbara W. Pray
Mr. and Mrs. Herman E. Shoaf
Ms. Doris B. Taylor
Mr. and Mrs. Marvin R. Pridgen
Mrs. Carol M. Siddall
Mrs. Mamie Jo Tedder
Mrs. Starr Prince
Mr. John E. Sigsby, Jr.
The Eddie and Jo Allison Smith
Family Foundation
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REVIEW 2015
Mr. and Mrs. Don Thomas
Mr. Samuel P. White, Sr.
Bethany UMC, Conway
Mr. and Mrs. Joseph R. Thompson
Mr. Samuel P. White, Jr.
Bethel UMC - Imagine, Bethel
Mr. and Mrs. Charles R. Tolley
Mrs. Sara L. White
Mr. and Mrs. Virgil M. Torbert
Mrs. Sarah B. White
Bill and Faye Stallings Family
Foundation, Greenville
Mr. and Mrs. W. L. Townsend, Jr.
Mrs. Carolyn L. Whitener
Ms. Virginia B. Truslow
Mrs. Nita Wilkinson
Mr. and Mrs. William G. Tubbs
Mr. and Mrs. Erwin T. Williams, Jr.
Mrs. Ramona R. Tucker
Mr. and Mrs. Don Williamson
Mr. and Mrs. Harvey W. Turnage, Jr.
Dr. and Mrs. Orval S. Wintermute
Mrs. Josephine G. Twilley
Mr. and Mrs. David H. Womack
Ms. Jaqueline O. Utz
Mr. and Mrs. William W. Wooddell
Mr. and Mrs. Vernon B. Van Bruggen
Dr. Harriet H. Wooten
Mr. George C. Varner
Mr. Richard K. Worsley
Ms. Carol J. Voss
Dr. and Mrs. Don Wright
Mr. and Mrs. Hunter Wagstaff
Mr. and Mrs. Harold E. Yert
Ms. Betsy Wall
Ms. Carol C. Young
Ms. Debra C. Wallace
Mr. and Mrs. Carl Younger
Rev. and Mrs. Robert L. Wallace
Mr. and Mrs. Robert T. Zulick
Mrs. Sara H. Ward
Mrs. Faye W. Warren
Organization Donors
for Fiscal Year 2015
Ms. Debby P. Warrick
A Clean Look, Inc., Fuquay-Varina
Mrs. Elizabeth E. Warwick
Adams & Longino Advertising, Inc.,
Greenville
Mr. and Mrs. Donald C. Warner
Mr. and Mrs. Bucky Waters
Brasfield & Gorrie LLC, Raleigh
Brickman Group, Durham
Broad Creek UMC, Newport
Brown’s Chapel UMC, Pittsboro
C.C. Dickson Co., Durham
Cable Concepts, Raleigh
Calvary Memorial UMC, Snow Hill
Camp UMC, Shallotte
Campbell Ear, Nose & Throat, P.A.,
Lumberton
Campbell’s Creek UMC, Aurora
Capital District, NCCUMC
Carrington Contracting, Inc., Durham
Cedar Cliff UMC, Graham
Cedar Grove UMC, Cedar Grove
Chatham Book Club, Greenville
Cherry Point UMC, Havelock
Chocowinity UMW, Chocowinity
Christ UMC, Chapel Hill
Clarks-Bethel UMC, Rodanthe
Mrs. Hilman T. Watkins
Affordable Blinds & Shutters,
Mebane
Colliers International/LCK of
Columbia, SC
Mrs. Mary W. Watson
Anderson UMC, Edenton
Corridor District, NCCUMC
Mr. and Mrs. Lawrence A. Watts, Jr.
Apex UMC, Apex
CPS, Raleigh
Ms. Bobbie Weeks
Banks UMC, Franklinton
Creedmoor UMC, Creedmoor
Mr. and Mrs. Donald S. Weil
Banks UMW, Franklinton
Croasdaile Village Religious Life
Mr. and Mrs. R. S. West
BB&T, Raleigh
Dr. and Mrs. Claude H. Westfall
BCBS of NC
Croasdaile Village Residents’
Association
Mrs. Jean P. Weynand
Bendon Family Foundation
Mr. and Mrs. Gary M. Whaley
Benefit Controls of the Carolinas,
Inc., Charlotte
Mr. and Mrs. Francis M. Whang
Mrs. Mary P. White
Benson Memorial UMC, Raleigh
Cypress Glen Gift Shop Volunteers
Cypress Glen Residents’ Council
Cypress Glen Spirtual Life
Darlenes Keepsakes, LLC, Winterville
REVIEW 2015
37
Devon Park UMC, Wilmington
Fairmont UMC, Raleigh
First UMW, Wilson
Duke University Store, Durham
Ferguson Enterprises, Durham
Durham Bulls Baseball Club, Inc.
First Cary UMC, Cary
Frank L. Blum Construction Co.,
Winston-Salem
Durham Coca-Cola
First UMC, Henderson
Edenton Street UMC, Raleigh
First UMC, Wilson
Edenton UMW, Edenton
First UMC, Laurinburg
Elevation Methodist Church, Benson
First UMC, Graham
Emory & Emory Electrical
Contractors, Inc., Creedmoor
First UMC, Rocky Mount
Costco, Durham
Englewood UMC, Rocky Mount
Epworth UMC, Durham
Estate of Verna Elizabeth Berryhill
Fair Haven UMC, Rodanthe
First UMC, Washington
First UMC, Hamlet
First UMC, Havelock
First UMC, Sneads Ferry
First UMC, Troy
First UMC, Roanoke Rapids
Front Street UMC, Burlington
Fuquay-Varina UMC, Fuquay-Varina
Furniture Fair, Inc., Jacksonville
Glendale Heights UMC, Durham
GlynnDevins, Overland Park, KS
Halifax UMC, Halifax
Hay Street UMC, Fayetteville
Heritage District, NCCUMC
Hertford UMC, Hertford
Hewlett-Packard
Highland UMC, Raleigh
Good for the Mind, Body & Soul
The benefits of
music on the
mind and body have
been recognized since the days
of the great Greek philosophers.
According to Plato, music “gives
soul to the universe, wings to the
mind, flight to the imagination, a
charm to sadness, gaiety, and life
to everything.”
Today, researchers and scientists
continue to explore how music
affects emotions, intelligence and
physical well-being. Croasdaile
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REVIEW 2015
Village, Cypress Glen, and Wesley
Pines are using music to improve
and enrich the lives of community
residents.
Music and Healing
Music therapy is used to boost
individuals’ physical and mental
well-being. Music may be used to
elevate a resident’s moods, offset
depression, promote movement for
physical rehabilitation, counteract
fatigue, and relax muscle tension.
Each of us has our own emotional
responses to music. Every person
responds to music differently.
Music can enhance spatial
intelligence or the ability
to perceive the visual world
accurately.
Music and Well-Being
Many researchers believe that
music has the power to strengthen
the mind, heal the body, and
unlock creativity. Other studies
have illustrated that music can
Hillandale Golf Course, Durham
Laurinburg UMW, Laurinburg
Meroney UMC, Bear Creek
Hollands UMC, Raleigh
Layden Memorial UMC, Raleigh
Moore & Van Allen, PLLC
Inland Seafood
LCS Development, Des Moines, IA
Jackson Family Donor Advised
Fund of the Waccamaw Comm.
Foundation, Murrells Inlet, SC
Life Care Services, Charlotte
Mount Pleasant UMC, Roanoke
Rapids
Jamesville UMC, Jamesville
Jarvis Memorial UMC, Greenville
Jefferson’s, Greenville
John Wesley UMC, Fayetteville
Johnie L. Joyce UMF Endowment
Kitty Hawk UMC, Kitty Hawk
Lake Waccamaw UMC, Lake
Waccamaw
Laurel Hill UMC, Laurel Hill
Littleton UMC, Littleton
LuxeMark Company, Raleigh
Lyons-Magnus, Fresno, CA
M. O. Stephenson Memorial UMF
Endowment
Mount Zion UMC, Garner
Mt. Zion UMW, Elm City
Mt. Pleasant UMC, Pittsboro
Mt. Sylvan UMC, Durham
Mt. Sylvan UMW, Durham
Macedonia UMC, Cary
Mt. Zion UMC, Hurdle Mills
Maysville UMC, Maysville
Mutual of America, New York, NY
McBride UMC, Eure
Nashville UMC, Nashville
McMannen UMM, Durham
NCCUMW, Capital District
McMannen UMW, Durham
New Directions Sunday School Class
Chestnut St. UMC, Lumberton
Medical Claims RX, Inc., Chapel Hill
influence heart rate, respiration,
blood pressure, pain perception,
and physical health and well-being.
The beat goes on as UMRH
residents play and listen their way
to good health.
Left: Lex Silbiger, of the Croasdaile Village Rusty Pipes, plays the bass; Top Right:
Croasdaile Chorale performs for future residents; Bottom Right: Cypress Glen
residents enjoy a Murder Mystery Dinner Theater.
REVIEW 2015
39
New Hope UMC, Roanoke Rapids
New Hope UMC, Hertford
New Hope UMC, Goldsboro
Newland UMC, Elizabeth City
NC Zoo, Asheboro
North Raleigh UMC, Raleigh
North Raleigh UMM, Raleigh
Oppenheimer, Winston-Salem
Orange UMC, Chapel Hill
Our State Magazine, Greensboro
Oxford UMC, Oxford
Page & Smith, P.A., CPA’s, Kinston
Pamlico UMC, New Bern
Parkwood UMC, Durham
Partnership Property Management,
Greensboro
Phillips Chapel UMC, Graham
Pickett-Sprouse Real Estate, Inc.,
Durham
Pilmoor Memorial UMC, Currituck
Piney Grove UMC, Siler City
Pleasant Green UMC, Durham
Pleasant Grove UMC, Raleigh
Prospect UMC, Maxton
Providence UMC, Henderson
Queen Street UMC, Kinston
Raeford First UMC, Raeford
Redbud Garden Club, Durham
Riverside UMC, New Bern
Robersonville UMC, Robersonville
Rock Creek UMC, Graham
Royal Cup Coffee
Salem UMC, Greenville
Salem UMC, Goldsboro
Sandy Grove UMC, Lumber Bridge
Seaside UMC, Sunset Beach
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REVIEW 2015
SERVPRO of South Durham &
Orange County
Seven Oaks Doors & Hardware, Inc.,
Oakboro
Severn UMC, Conway
SFCS, Inc., Charlotte
Sharon UMC, Poplar Branch
Shiloh UMC, Louisburg
Shocco UMC, Henderson
Sia Group, Inc., Jacksonville
Siloam UMC, Jamesville
Smith UMC, Roanoke Rapids
Soule UMC, Manns Harbor
Sound District, NCCUMC
Southland Farms, Belhaven
Spellman Brady & Company, St.
Louis, MD
Spring Hill UMC, Lillington
St. James UMC, Greenville
St. Joseph UMC, Pikeville
St. Paul UMC, Rocky Mount
St. Paul’s UMC, Carolina Beach
Steel Fab of Virginia
Sunrise UMC, Holly Springs
Swisher, Charlotte
SYSCO
Tabernacle UMC, Pikeville
Tabor UMC, Littleton
Temperance Hall UMC, Pinetops
The Golden Circle Club, Belhaven
Trane, Durham
Trinity UMC, New Bern
Trinity UMC, Jacksonville
Trinity UMC, Belhaven
Trinity UMC, Fairmont
Turner Asphalt, Inc., Raleigh
United Methodist Foundation, Raleigh
UMW First UMC, Roanoke Rapids
University UMC, Chapel Hill
University UMW, Durham
Uwharrie UMC, Candor
Vass UMC, Vass
Verona UMC, Jacksonville
Victory UMC, Fayetteville
Vision Financial FCU, Durham
Wake Forest UMC, Wake Forest
Wanchese Bethany UMC, Wanchese
Wares Chapel UMC, Washington
Warren-Hay Mechanical Contractors,
Inc., Hillsborough
Wellesley Village Church Staff,
Framingham, MA
Wells Fargo Bank, N.A.
Wesley Chapel UMC, Kenansville
Wesley Memorial UMC, Farmville
Wesley Memorial UMC, Columbia
Wesley Memorial UMW, Wilmington
Wesley’s Chapel UMC, Elizabethtown
West Nash UMW, Wilson
Westminster UMC, Kinston
Westover UMC, Raleigh
Wharton Trinity UMC, Washington
Whiteville UMC, Whiteville
Whiteville UMW, Whiteville
Womble Carlyle Sandridge & Rice,
Winston-Salem
Wrightsville UMC, Wrightsville Beach
Zebulon UMC, Zebulon
Ziegler Investment Banking, Glen
Allen, VA
Mother’s Day
Offering 2015
The Mother’s Day Offering is
designated as a “Special Sunday
Offering” by the North Carolina
Conference of the United
Methodist Church. This offering
provides support to our residents
who have out-lived their resources
and through no fault of their
own can no longer fully pay their
way. UMRH thanks the many
church supporters and volunteers
throughout the N.C. Conference of the United Methodist Church who supported the 2015 offering.
In 2015, we raised $50,666 for the Benevolent Care Annual Fund. This is 10.5% increase over the
2014 offering amount.
CHURCHES GIVING OVER $500
in Order of Giving
Edenton Street. . . . . . . . . . . . . . . . . . . . . Capital
North Raleigh. . . . . . . . . . . . . . . . . . . . . Capital
Brown’s Chapel. . . . . . . . . . . . . . . . . . . . Fairway
First Wilson. . . . . . . . . . . . . . . . . . . . . . . Capital
Glendale Heights . . . . . . . . . . . . . . . . . . Corridor
First Rocky Mount. . . . . . . . . . . . . . . . . . Heritage
Queen Street. . . . . . . . . . . . . . . . . . . . . . Sound
Wake Forest. . . . . . . . . . . . . . . . . . . . . . . Heritage
St. James . . . . . . . . . . . . . . . . . . . . . . . . . Sound
Trinity Fairmont. . . . . . . . . . . . . . . . . . . . Gateway
Bethel. . . . . . . . . . . . . . . . . . . . . . . . . . . . Capital
Cary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Capital
Highland . . . . . . . . . . . . . . . . . . . . . . . . . Capital
Epworth Durham. . . . . . . . . . . . . . . . . . .Corridor
Apex. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Capital
Jarvis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sound
Pamlico. . . . . . . . . . . . . . . . . . . . . . . . . . . Sound
Pleasant Hill. . . . . . . . . . . . . . . . . . . . . . . Fairway
First Henderson. . . . . . . . . . . . . . . . . . . . Heritage
DISTRICT RANKING
Capital . . . . . . . . . . . . . . . . . . . . . $12,670
Sound. . . . . . . . . . . . . . . . . . . . . . . $6,763
Heritage. . . . . . . . . . . . . . . . . . . . . $4,925
Fairway. . . . . . . . . . . . . . . . . . . . . . $4,295
Corridor. . . . . . . . . . . . . . . . . . . . . $3,883
Beacon. . . . . . . . . . . . . . . . . . . . . . $2,915
Gateway. . . . . . . . . . . . . . . . . . . . . $2,125
Harbor . . . . . . . . . . . . . . . . . . . . . . $1,526
Other . . . . . . . . . . . . . . . . . . . . . . . . . $200
TOTAL CHURCHES. . . . . . . . . . $39,302
Croasdaile Village. . . . . . . . . . . . . $6,495
Cypress Glen. . . . . . . . . . . . . . . . . $4,869
Total Districts. . . . . . . . . . . . . . $39,102
Total Other. . . . . . . . . . . . . . . . . . . $200
Total MDO . . . . . . . . . . . . . . . . $50,666
Thank you to the campus groups.
Croasdaile Village residents
Charles and Jackie Atkinson and dog Doogie
The United Methodist Retirement Homes, Inc.
UMRH is a group of three continuing care retirement communities and one affordable
housing community located in eastern and central North Carolina. As a non-profit
organization, we understand the importance of social accountability and strive to make
our communities socially and financially responsible to our residents, families, staff,
greater community, and government.
We are related by faith to the North Carolina Conference of the United Methodist
Church and managed by Life Care Services, the national leader in senior housing and
development. The communities of UMRH will not discriminate on the basis of race,
color, religion, sex, disability, or national origin.
Beverley S. Pierpoint, Editor
UMRH Corporate Office Corporate Communications
2600 Croasdaile Farm Parkway • Suite A-500 • Durham, NC 27705
The United Methodist Retirement Homes Foundation, Inc. EIN # 56-1870172
The United Methodist Retirement Homes, Inc. EIN # 56-0634527
(919) 384-3005 • www.umrh.org • www.umrhgift.org