2014 ANNUAL REPORT Our Mission in Life is You! MISSION Wesley Manor is a United Methodist affiliated continuing care retirement community committed to older adults through love, benevolence, and service. PURPOSE It is the purpose of Wesley Manor to enhance the quality of life for retired persons and encourage independence within a secure environment which supports the individual’s intellectual, physical, and spiritual needs, to provide opportunities for fellowship and services that will encourage personal fulfillment and happiness; and to make available a variety of social opportunities, programs, and activities that will allow residents to remain in the mainstream of life. VISION Wesley Manor will be a witness for God’s love in Christ by offering living choices to those seeking retirement, living and supportive care for end of life stages. We will do this by hiring, developing, and retaining a highly competent, caring and loving staff and by partnering with likeminded entities, including other United Methodist aging services and organizations, to further economies of scale and to build faith relationships. We will instill a sense of community, safety, security, and self worth in the hearts of our residents. We will accomplish our mission through a commitment to excellence and continual quality improvement, and through the strategic positioning and financial strengthening of all portions of the current continuum of care and services. As a result, we will meet and exceed the lifestyle expectations and health care needs for our resident population. A Year of Change Fiscal Year 2014 definitely was a year of change at Wesley Manor, Inc. For the first time since 2008, Wesley Manor took a flying leap of faith and reinvested in itself. The result was the first major changes in several areas and a progressive step forward. Buoyed by a refinancing of debt near the end of the 2013 fiscal year and a commitment by the Board of Directors to move forward, Wesley Manor set a path for the future. Some of these accomplishments included: REINVESTMENT IN OUR BUILDINGS • Four new gas boilers were purchased and installed • A new chiller was purchased and installed • Two generator fuel tanks were eliminated • Four houses were refurbished • Numerous apartments were renovated • Over $1 million in capital improvements occurred REINVESTMENT IN OUR RESIDENTS • Aging in Place was instituted throughout the entire Manor House • The Board of Directors voted to hold rate increases for a minimum of the next 16 months bringing at least a 28month period without rate increases • The Board of Directors made a commitment to become more visible at resident meetings and Wesley Manor functions REINVESTMENT IN OUR STAFF • Additional nursing and maintenance staff was added • A Director of Business Development was hired to bring sales, marketing, development, wellness and admissions under one department to work together REINVESTMENT IN OUR FUTURE • The Board of Directors helped to shape the future of Wesley Manor by approving an aggressive strategic plan for the next three years that includes growth for census, improved grounds, building improvements, added technology and a commitment to looking outside the box for potential growth and revenue streams • The Board of Directors agreed to lease the Wesley Manor Health Center to Woodlawn Hospital as a part of the Inter-Governmental Transfer/Upper Payment Limits program to add a new revenue stream for Wesley Manor The changes during fiscal year 2014 were a shot to the arm for Wesley Manor. The changes brought on a new sense of enthusiasm and optimism for the future. The changes brought forward a renewed sense of commitment from the staff as well as the Board of Directors. Sincerely, David M. Kinder David M. Kinder President/CEO Thank You to all our Generous Donors! 2013 GIFTS Good Samaritan Fund $ 72,405 Where Needed Fund $ 111,152 Benevolent Endowment $ 16,532 Total Designated Funds $ 200,089 Special Projects Gifts $ Total $ 262,494 62,405 2013 Gifts Special Projects 24% Benevolent Endowment 6% Good Samaritan 28% Where Needed 42% “The secret of life is enjoying the passage of time” James Taylor Special Gifts Administrative Office $ Apple Festival ...........................$ Assisted Living Stockings $ Assisted Living Television $ Banquet Tables $ Bird Seed $ Cat Fund ...................................$ Camera for Wellness Dept. ......$ Chapel Fund .............................$ Chapel Redecoration ................$ Chapel Safety Project ...............$ Christmas Angel Tree...............$ Hallway Decoration...................$ Employee Jean Fund $ General Landscaping Fund $ Golf Classic $ 355 1,664 80 1,000 750 250 50 200 9,733 3,581 5,000 81 2,150 927 1,158 16,705 Grace Divine Law Sixplex Greenhouse Health Center Activities Library Lift Chairs—Ground Floor Memorial Tree Memory Care Unit Personnel Advisory Comm Piano Tuning School Bags for Africa Shower Gurney Singing Saints Therapy Pool Renovation Village Quilters Wellness Fund Wood Shop $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 2,400 743 756 194 7,221 1,078 535 1,411 60 570 1,027 160 1,050 415 75 1,026 MEDAL OF HONOR CLUB ($1,000 and above) Anonymous Rev. & Mrs. F. Kaye Bass Mr. Ronald O. Bean Mr. & Mrs. William J. Beard Rev. Lowell Brown Mr. Donald J. Caruthers Mrs. Dawn Cottingham Mr. Robert Durrstein Mr. Wilfred L. Fox Mrs. Mary Ellen Hammersley Mrs. June Hayes Mrs. Hilda Hinshaw Mr. & Rev. Harold Kinsler Mr. & Mrs. Robert Kirkpatrick Mrs. Jean LaRue Mr. & Mrs. Richard Ledman Mr. David B. Morey Mr. & Mrs. Darrell Morlan Mr. & Mrs. James Morrison Dr. Lawrence Myers Mr. & Mrs. James Osterhoff Mr. & Mrs. Donald J. Pershing Rev. & Mrs. Harry Shewmaker Miss Betty Lou Swentzel Mr. & Mrs. Bruce M. Wadman Mr. & Mrs. Bradley Wickes Mrs. Beverley Wilson Mr. Norman J. Young Churches: United Methodist Foundation of Indiana Businesses: AMS Mechanical Services Clinton County Community Foundation Genda Funeral Homes Grandview Pharmacy Huntington National Bank Malu, LTD Metal Technology of Indiana Montgomery County Community Foundation T.L. Care Corporation The Farmers Bank Wesley Manor General Store Wesley Manor Marketing Department Wesley Manor Share & Care Shoppe PRESIDENT’S CLUB ($ 500 - $999.99) Anonymous Mr. & Mrs. Fred Agnew Ms. Wendy Baldwin Mrs. Marilyn Beard Mrs. Ella Jean Davis Mr. & Mrs. William Dickson Mr. & Mrs. Bruce Dorsey Dr. & Mrs. Lee F. Dupler Mrs. Jain Egelhaaf Mrs. Shirleyann Franks Mr. Charles E. Galpin Mr. & Mrs. Don Hardwick Mr. Leslie C. Kistler Mr. Max E. Lantz Mrs. Doris MacLachlan Rev. & Mrs. Chester Mahan Rev. & Mrs. Larry W. Newberg Mr. & Mrs. Larry R. Price Mr. & Mrs. Gene E. Robbins Mrs. Barbara Walsh Rev. John R. and Phyllis L. Dicken Businesses: Legacy Endowment Fund Friends of Wesley Manor Katz Sapper & Miller Kiwanis Club Wesley Manor Greenhouse CORNERSTONE CLUB ($ 250 - $ 499.99) Mr. & Mrs. Marvin Barnett Mrs. Margaret Bracken Mr. & Mrs. James Brennan Mrs. Catherine Broo Ms. Hortense D. Criswell Rev. Jim Fritz Mr. & Mrs. David Hinshaw Mr. Rolland King Mr. & Mrs. Donald Kinsler Mr. & Mrs. J. Scott Kiphart Mr. & Mrs. Stephen R. Klingenberger Mrs. Hilda Kolb Ms. Iva E. Maines Mr. & Mrs. Steve McIntosh Mr. & Mrs. Jim Need Rev. William Nicoll Mrs. Rita Norris Mr. & Mrs. Ed Ruch Ms. Linda L. Smith Mr. Joseph R. Woods Businesses: BKD, LLP ProLiance Energy, LLC Wesley Manor Auction Wesley Manor Development Office CENTURY CLUB ($ 100 - $ 249.99) Anonymous Mrs. Carol Lee Allen Rev. Paul D. Arnold Mr. & Mrs. Mark A. Bass Mrs. Kym Bausback Dr. & Mrs. Frank Beardsley Mr. & Mrs. Ellsworth Biesecker Mr. & Mrs. Ray Blakely Mrs. Barbara Blessing Ms. Susan Borland Mrs. Martha Brallier Mrs. Janis Brodrick Mrs. Nancy Buffenbarger Mrs. Mary L. Cantwell Mrs. Edwina G. Carlton Mr. & Mrs. Carl Cawood Mr. & Mrs. Myron Chezem Mr. Tom Clark Mr. & Mrs. Roger K. Claudon Mr. & Mrs. Phillip Cooper Mr. & Mrs. Rex Crenshaw Mr. & Mrs. Phil Crum Ms. Wanda Deckard Ms. Nancy Dixon Ms. C. Elaine Drew Mrs. Nelle M. Everitt Mr. & Mrs. Joe A. Faust Mrs. Martha Faust Rev. & Mrs. Jake Fisher Mr. & Mrs. Paul Galbreath Mr. & Mrs. James V. Goar Mr. & Mrs. Richard A. Hancock Mr. & Mrs. John Hardwick Ms. Evelyn I. Harrison Mr. & Mrs. Joseph F. Hilgenhold Mr. & Mrs. Howard Hoehn Mrs. Sharon Hsieh Mr. Harry Jones Mrs. Ruth Jones Mrs. Martha Kelley Century Club cont... Mr. & Mrs. David Kinder Dr. & Mrs. James Klemm Mr. & Mrs. M. Alan Lish Mr. & Mrs. David Little Mrs. Nancy Lukins Mr. & Mrs. Don S. MacLachlan Rev. & Mrs. Ron Mann Mr. & Mrs. Paul E. Manning Mr. & Mrs. John McCormick Mr. & Mrs. Wayne McElfresh Mrs. Pamela K. McKinney Mr. & Mrs. Jerry L. McKinzie Mr. & Mrs. Allen W. Milburn Ms. Phyllis Mitchell Mr. & Mrs. Ralph Mitchell Mrs. Betty J. Moloney Ms. Hilda P. Mundth Mrs. Marcella Nickols Mr. & Mrs. Roy Nunn Rev. & Mrs. David V. Owen Mrs. Ruth Ann Pearson Mrs. Denise Peterson Dr. Samuel H. Power Mrs. Nancy A. Raidy Mrs. Mary Ransopher Mr. & Mrs. Richard Rayles Mr. & Mrs. Mark Reed Mr. & Mrs. Wayne Reed Ms. Rosemary Rodarmel Mr. & Mrs. Ted Russell Mr. & Mrs. James B. Schoonover Mr. & Mrs. William H. Schubert Mr. & Mrs. James Seatter Mrs. Mary E. Seifers Mr. & Mrs. Kay M. Shupe Mr. & Mrs. James D. Siegfried Mr. Mark E. Simmons Mr. Arthur E. Smith Ms. Peggy Smith Mr. & Mrs. Randal M. Smith Ms. Donna Faye Snodgrass Mrs. Alma Squires Mr. & Mrs. Richard Strawn Mr. & Mrs. Selden Trimble Mr. & Mrs. Tim Unger Mr. & Mrs. Richard Vogley Mr. & Mrs. Ron Waddell Mr. & Mrs. Roger Wolfe Mrs. Mary K. Woodruff Mrs. Joan Young Churches: Grace United Methodist Church Portland-Oak Grove United Methodist Church Businesses: Devol & Son Garage, Inc. Edward Jones Co. – Alan Price Faegre Baker Daniels LLP Glover’s Ice Cream, Inc. Indiana Pest Control, Inc. Integrity Communications & Electronics, Inc. Jackson-McCormick Insurance Keystone Construction Learning Network of Clinton County Leming Supply, Inc. Milestone Contractors ThyssenKrupp Elevator Americas “In three words I can sum up everything I have learned about life: it goes on” Robert Frost WESLEY HERITAGE SOCIETY (Planned Gifts) The Wesley Heritage Society gives the Development Department the opportunity to honor those who have indicated they have included Wesley Manor in their estate plans. During 2013, Wesley Manor received $ 120,390 from planned giving agreements. These gifts continue to help Wesley Manor continue our mission of love, benevolence, and service. Carol Lee Allen F. Kaye & Mary Jane Bass Catherine Broo Don & Mildred Caruthers Clinton County Community Foundation Robert Durrstein Shirleyann Franks Mary Ellen Hammersley Hilda Hinshaw Mary E. Jones Robert & Priscilla Kirkpatrick Hilda Kolb Richard & Dorotha Ledman Doris MacLachlan Chester & Marcia Mahan Montgomery County Community Foundation Rev. John R. & Phyllis L. Dicken Legacy Endowment Fund Harry & Janice Shewmaker 2013-14 Board Members Mr. James Siegfried, Chairperson Rev. Paul Arnold, Vice Chairperson Mrs. Marsha Klingenberger, Treasurer Mrs. Rita Betts Rev. Lowell Brown Mr. Myron Chezem Rev. Jake Fisher Rev. Lore Blinn Gibson Mr. David Kinder Ms. Rita McIntosh Mr. Allen Milburn Mr. Peter Moyer Mr. Jim Need Rev. Cynthia Reynolds Mr. David Tate 2013-14 Corporate Officers Mr. David Kinder, CEO/President Mr. Kevin Ward, COO/Senior Vice President Mr. G. Steven Denniston, CFO/VP Finance Mrs. Pamela K. McKinney, Corporate Secretary “Growing old has been the greatest surprise of my life” Rev. Billy Graham Residents by Level of Care - 4/30/14 In d e p e n d e n t Liv in g 52 18 % V illa g e 91 30% He a lth Ce n te r 41 14 % As s is te d Liv in g 63 22% Me m o ry C a re 46 16 % Contact Information: Address Wesley Manor, Inc. 1555 North Main Street Frankfort, Indiana 46041 Phone: 765-659-1811 Email: [email protected] Website: www.wesleymanor.org Facebook: Wesley Manor Retirement Community
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