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PH O E B E
ANNUAL REPORT OF GIFTS 2013–2014
ANNUAL REPORT OF GIFTS 2013-2014
“I am well satisfied with my apartment and the care and attention given,
especially if something needs to be tended to. The entertainment is excellent
with plenty of variety. I feel free to approach management and have always
found them available, willing to listen and do what can be done.”
Independent Living Resident, The Terrace at Phoebe Allentown
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A M F o P
essAge roM ur resident
Friends of Phoebe, • Phoebe Wyncote received a 5-star rating from
T
the Centers for Medicare & Medicaid Services N
E
We are so thankful for an for the third year in a row and was listed as D
abundance of blessings one of America’s Best Nursing Homes by ESI
during the past fiscal U.S. News and World Report. It was also the PR
year. With the support of first continuing care retirement community R
U
our donors, volunteers, in Montgomery County to achieve the AFA’s O
friends, and employees we Excellence in Care status. M
continue to expand our O
• Phoebe Allentown won the 2013 Reader’s R
services and serve more F
Choice award from The Morning Call in E
people throughout eastern G
the Personal Care Home category. In the A
Pennsylvania while S
maintaining the highest summer we completed construction on a new S
E
donor-funded patio at The Terrace at Phoebe M
levels of care.
Allentown, which provides residents with A
Phoebe continues to be the regional leader in a dedicated outdoor space. We also made
dementia care. This year, Phoebe became the only renovations to Phoebe Apartments, enhancing
organization in the country recognized with the the lobby and front offices to allow for a more
Alzheimer’s Foundation of America’s Excellence comfortable experience for residents and
in Care status for every one of its memory support families when meeting with Phoebe staff.
neighborhoods. The Phoebe Center for Excellence Significant renovations to the Trexler Wing of
in Dementia Care continues to work to create a the Health Care Center continue as well.
well-coordinated network of innovative services, • At Phoebe Berks, donations fully funded the
programs and support for Phoebe residents, acquisition of an ADA-compliant wheelchair-
caregivers, family members and the community. accessible bus to allow residents with mobility
issues to travel off the campus. Phoebe Berks
Last year, we launched a new model of
also won a People’s Choice Award from Berks
rehabilitation services for individuals with
County Living for Top Retirement Community.
neurocognitive impairments called Neurocognitive
Engagement Therapy (NET). This unique As we’ve expanded and improved our health care
model incorporates an interdisciplinary team communities, we’ve also strengthened our pastoral
of therapists, social workers, psychologists and care services. We recently hired a Dementia Care
community life staff to provide the best therapy Chaplain who helped create a new program called Spirit
experience for individuals with dementia. Alive for our dementia residents. The program is based
on Montessori practices and combines multisensory
Additional 2013-2014 highlights:
experiences with music, prayer and life reminiscences.
• At Phoebe Richland, we broke ground on a
Phoebe Ministries was also named the Best Large
dramatic addition to our campus: a personal
Workplace in the Lehigh Valley by The Morning
care facility featuring 72 studio and one-
Call. As a further testament to our employees’
bedroom apartments (18 allocated to memory
Phoebe pride, the 2014 Employee Giving
support) and four semi-private rooms. The
Campaign raised more than $75,000 for Phoebe
project, which will be completed next summer,
will afford Upper Bucks County seniors access residents, with one facility—Phoebe Wyncote—
achieving 100% employee participation. G
to innovative care close to home. Phoebe R
O
Richland also recently received the highest Thank you for being part of this successful, BE.
available 5-star rating from the Centers for E
rewarding year. O
Medicare & Medicaid Services and was listed as H
Best regards, P
one of America’s Best Nursing Homes by U.S. .W
News and World Report. W
W
Scott R. Stevenson, President and CEO
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Y g W
our iFts At ork
Charitable gifts to Phoebe Ministries make we were able to meet the ongoing challenges of
it possible to fulfill our mission and enhance reduced Medicare reimbursements by providing
the lives of the older adults we serve. We are more than $12 million in charitable care to
so grateful for the many donors who make residents who would not have been able to afford
contributions that support the care we provide. the care they needed. We were able to provide
Unrestricted gifts offer Phoebe the ability to this unprecedented amount of charitable care
use donations where they will have the greatest because of the generosity of our donors.
impact on the lives of our residents. These gifts
may be used to fund charitable care needs, Independent living residents at Phoebe
support resident entertainment, or pay for costs Allentown and Phoebe Berks are continuing to
related to Phoebe’s resident pets. learn with Dakim, a computer-based, game-like
program that incorporates brain fitness into
Offering charitable care to residents without their daily routines. Brain fitness is a cognitive
personal means remains at the very heart of exercise program designed to improve cognitive
Phoebe’s mission. During the past year, ability and memory. Through the support of
donations for Dakim, Phoebe is able to offer this
According to the Independent Sector, program to our residents at no cost.
the value of one hour of volunteer time
The time and talents offered by Phoebe’s
in Pennsylvania was worth an average of dedicated volunteers are as essential as our
donors’ financial contributions. Volunteers are
$21.94 in 2013, which means that our
critical to providing residents with meaningful
volunteers contributed the equivalent of
quality of life. In fiscal year 2013-14, 827
$1,200,930 to our residents. volunteers provided 54,737 hours of service to
residents living at our communities.
P C C
hoebe hAritAble Are
2014 2013
Skilled Nursing $ 10,743,392 $ 10,133,647
Personal Care $ 1,113,875 $ 936,667
Affordable Housing $ 443,287 $ 405,733
Pharmacy/Other $ 153,457 $ 4,553
Total $ 12,454,011 $ 11,480,599
Increase in 2014 $ 973,412
$15,000,000
$12,000,000
$9,000,000
$6,000,000
$3,000,000
2008 2009 2010 2011 2012 2013 2014
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Contributions & Trust Income
Total: $2,325,280
Individuals 18%
Estates 45% K
Businesses 12% R
O
W
T
A
Trusts 8% S
T
F
GI
R
Churches 4% U
O
Y
Foundations 11%
Organizations 2%
Operating Revenues
$116,575,000
Skilled Nursing 64%
Other 1%
Contributions 2%
Investment Earnings 3%
Personal Care 7%
Independent Living 12% Pharmacy 11%
Operating Expenses
$113,730,000
Employee Wages and Benefits 57%
Contracted Services 14%
Resident Supplies 9%
G
R
O
Depreciation and Amortization 7% BE.
E
O
Other Expenses 8% H
P
.W
Interest 2% W
Utilities 2% Insurance 1% W
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2013-2014 g l v
overnAnCe And eAdershiP olunteers
PHOEBE-DEVITT HOMES GOVERNING BOARD: FURNACE CREEK MANOR BOARD OF
TRUSTEES:
Martha C. Dodge, Chairperson
The Rev. Daniel T. Moser II, Vice Chairperson Donald K. Long, Chairperson
The Rev. Dr. Hilary J. Barrett Elizabeth Fiorini, Esquire, Vice Chairperson
Robert Bertolette William Maurer, Secretary
Dr. Peter E. Fisher Cheryl Bowers
William C. Hacker Priscilla A. Graeff
Alan B. McFall, Esquire Janet Miller, Resident Association President
The Rev. Alan C. Miller Thomas Schmoyer
Robert Miller, Treasurer Kathy Schweizer
Brian R. Ott, Esquire Scott R. Stevenson, President/CEO & CFO
Mitchell G. Possinger Susanne Zerbe
Ronald L. Rider
Donald A. Seibert, Secretary BERKS COUNTY STRATEGIC
Dr. Deborah A. Sieger ADVISORY COUNCIL:
Scott R. Stevenson, President/CEO & CFO
Brian R. Ott, Esquire, Chairperson and
Charles Williams
Governing Board Liaison
Ronald L. Bashore
PHOEBE APARTMENTS BOARD OF TRUSTEES: Tammy Gore
William Koch
Martha C. Dodge, Chairperson
The Rev. Stephen Ohnsman
The Rev. Daniel T. Moser II, Vice Chairperson
Lee C. Olsen
The Rev. Dr. Hilary J. Barrett
Ronald L. Rider
Donna A. Bollinger, Assistant Secretary
Dr. George L. Rubright
William C. Hacker
Mary Walker, Resident Council President
The Rev. Alan C. Miller
Carolyn Williams
Robert Miller, Treasurer
Mitchell Possinger
BUCKS COUNTY STRATEGIC
Donald A. Seibert, Secretary
ADVISORY COUNCIL:
Scott R. Stevenson, President/CEO & CFO,
Assistant Treasurer The Rev. Daniel T. Moser II, Chairperson and
Charles Williams Governing Board Liaison
Larry C. Benner
DEVITT HOUSE BOARD OF TRUSTEES: Tricia Bernecker
John Fosbenner
Donald R. Snyder, Chairperson
Ray B. Hausman
The Rev. Sally Dries
The Rev. Ronald Krick
Carolyn Herman
Wendy Raifsnider
The Rev. Joseph H. Lingenfelter, Secretary
Dr. Jon H. Schwartz
Gary Nottis
Philip W. Steeley
The Rev. Ricky Phillips
Julie Rockey, Treasurer
Larry L. Snook
Scott R. Stevenson, President/CEO & CFO
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AUDIT AND FINANCE COMMITTEE:
Robert Miller, Chairperson
Martha C. Dodge, Ex-Officio
S
William C. Hacker R
E
James D. King E
T
William Koch, Jr. N
U
Marie K. McConnell, Esquire L
O
Donald Seibert V
P
Philip W. Steeley HI
David D. Vassilaros, Esquire S
R
E
D
CHURCH RELATIONS COMMITTEE: A
E
LEHIGH VALLEY STRATEGIC The Rev. Dr. Hilary J. Barrett, Chairperson D L
ADVISORY COUNCIL: Martha C. Dodge, Ex-Officio N
A
Dr. Peter E. Fisher, Liaison to the Governing Board The Rev. Dr. Becky J. Beckwith E
C
Sylvia Betz Gardner The Rev. Dr. Susan Bertolette N
A
Richard Daugherty The Rev. Dr. Deborah Rahn Clemens N
William Frederick Narda Druckenmiller ER
Pamela A. Miles Stanley C. Harwick OV
Bonita Miller William Hassler G
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Joan Miller Moran The Rev. Daniel T. Moser II 1
0
Barbara Ann Moyer, Phoebe Home Auxiliary The Rev. Jami Possinger 2
-
President The Rev. Elmer Reinhold, Jr. 13
0
Mike Ondra 2
EXECUTIVE COMPENSATION COMMITTEE:
Deborah Scarpino
Robert Seibert Martha C. Dodge, Chairperson
The Rev. Dr. David Charles Smith The Rev. Daniel T. Moser II, Vice Chairperson
Dr. Joseph Vincent Alan McFall, Esquire, Former Chairman of the
Craig Walls Board
Ray Ziegler, Phoebe Terrace Resident Council Robert Miller, Treasurer
President Donald A. Seibert, Secretary
PHIL-MONT STRATEGIC ADVISORY COUNCIL: INSTITUTIONAL ADVANCEMENT
COMMITTEE:
Robert Bertolette, Chairperson and Governing
Board Liaison Ronald Rider, Chairperson
Rev. Dr. Hilary J. Barrett Martha C. Dodge, Ex-Officio
Tom Binckley Larry C. Benner
Mary Bryant The Rev. Dr. David H. DeRemer
Pamela Fenstemacher Martin Karess, Esquire
Robert C. Gerhard John Lawton
The Rev. Narie L. Grayson Mitchell Possinger
John Lawton James A. Ritter, Esquire
The Rev. Beth Lyon Richard W. Stephan
G
Charlotte Meng Craig J. Walls R
O
Geraldine Woodroffe Donna Wright E.
B
Jackie Yurko E
O
NOMINATING COMMITTEE: H
P
Mitchell Possinger, Chairperson .W
W
Martha C. Dodge, Ex-Officio W
The Rev. Daniel T. Moser II
Brian Ott, Esquire
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C b 2014
oMMunitY eneFit
Phoebe —
Teaching Facilities for
Tomorrow’s Leaders
PHOEBE SERVICES PHARMACY
Phoebe Services Pharmacy is a teaching
facility and rotation site for Doctor of Pharmacy
Candidates. During 2013-14, the Pharmacy
partnered with Presbyterian College School of
Pharmacy in Clinton, South Carolina to be a long
NURSING:
term care elective site for Doctor of Pharmacy
students in their final year of training. Phoebe also Phoebe Ministries provides a complete range
hosts students from Wilkes University and the of care for seniors, from independent living to
University of Pittsburgh on an ongoing basis. hospice care. As such, it is an ideal place for
nursing training. This past year, nursing students
PASTORAL CARE: from the following institutions trained at Phoebe:
Phoebe Ministries’ Pastoral Care program plays a • Alvernia University –
RN nursing program training site
major part in our benefit to the community. This
past year, 11 students participated in the Clinical • Cedar Crest College –
Pastoral Education Program from the following Gerontology certificate programs
seminaries: • DeSales University –
BSN nursing program training site
• Lancaster Theological Seminary
• Lutheran Theological Seminary at Gettysburg • Lehigh Carbon Community College –
• Lutheran Theological Seminary at Philadelphia LPN nursing program training site
• Moravian Theological Seminary • Penn State Lehigh Valley –
Pastoral Care at Phoebe is comprised of four LPN nursing program training site
full-time chaplains who are board certified by the • Penn State Berks –
Association of Professional Chaplains, as well as LPN nursing program training site
three part-time chaplains. Many chaplains and
• Reading Area Community College –
community clergy volunteer their pastoral care
RN, LPN and CAN program training site
efforts by preaching at worship services, leading
Bible studies, assisting residents during Mass
and Eucharistic Ministry for Catholic residents and PHOEBE REHAB SERVICES:
Shabbat services for Jewish residents. Volunteers Phoebe serves as a rehabilitation teaching facility
are able to guide residents during worship, for students from the following institutions:
Bible study, and other religious programming.
• Alvernia University
Some volunteers also serve as abiders who
• Bloomsburg University
stay at a resident’s bedside during his or her
• Chatham University
final moments. Other volunteers are Spirit Alive
• DeSales University
storytellers on our memory support units.
• East Stroudsburg University
• Elizabethtown College
SOCIAL SERVICES:
• Harcum College
Phoebe hosts Bachelor’s and Master’s Degree • Lebanon Valley College
level social work interns yearly from the following: • Lehigh Carbon Community College
• Muhlenberg College
• Cedar Crest College
• Nova Southeastern University
• Kutztown University
• Penn State University
• Marywood University
• Thomas Jefferson University
• West Chester University
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PHYSICIAN RESIDENCIES: PHOEBE INSTITUTE ON AGING
As a leader in senior care, Phoebe contributes to The Phoebe Institute on Aging Advisory Board and
the following residency programs: its education committee have guided Phoebe on a
path that creates opportunities for aging-services
• Lehigh University Doctoral
professionals, family caregivers and students to
Psychology Program
learn more about the seniors who are important in
• Reading Hospital and Medical
their lives.
Center Residency Program 4
1
• Sacred Heart Hospital Geriatric This year, free conferences were offered in 0
2
Residency Program October and March. These conferences educated T
over 600 professionals and community members. FI
• St. Joseph’s Medical Center E
The first featured a healthy aging theme with a N
Residency Program E
keynote by Keith Ochwat, producer of the film B
Age of Champions, which followed the stories Y
T
PHOEBE AS AN EMPLOYER: of seniors competing in the National Senior NI
Phoebe Ministries employed 1,254 individuals Olympics. The spring conference was held at MU
in 2013, 322 of whom were new hires. Human Allentown’s Temple Beth El for a second year and M
Resources staff attends job fairs and advertises explored the topic of caregiving from a multi-faith O
C
open positions to the following colleges and perspective. A keynote was given by Eric J. Hall,
universities: founder and former president of the Alzheimer’s
Foundation of America and current president of
• Alvernia University
Healthcare Chaplaincy Network, Inc.
• Arcadia University
• Bloomsburg University
EDUCATIONAL PARTNERSHIPS:
• Cedar Crest College
• DeSales University Alvernia University
• Lehigh Carbon Community College Arcadia University
• Lehigh University Berks Technical Institute
• Moravian College Bloomsburg University
• Muhlenberg College Cedar Crest College
• Penn State University Chatham University
• Reading Area Community College DeSales University
• Temple University East Stroudsburg University
Elizabethtown College
HELPING THOSE IN THE COMMUNITY TO Harcum College
STAY INDEPENDENT: Indiana University of Pennsylvania
Lafayette University
Phoebe At Home Services is a certified care
Lancaster Theological Seminary
management program dedicated to exploring
Lebanon Valley College
new ways to provide care to older persons living
Lehigh Carbon Community College
at home. In-home services are based on the
Lehigh University
individual’s needs, interests, and values. Since the
Lincoln Technical Institute
launch of Phoebe At Home Services, the certified
Lower Macungie Middle School
care management program has helped over 500
Lutheran Seminary at Gettysburg
clients in the community stay independent longer.
Lutheran Seminary of Philadelphia
To better meet the needs of our community
Lutheran Theological Seminary
residents as well as keep services affordable,
Marywood University
Phoebe At Home Services introduced the option
Medline University
of incremental home care services.
Moravian College
Aside from offering in-home care, Phoebe At Moravian Theological Seminary
Home Services provides dementia education Muhlenberg College
feodru bcoatthio cnaarl epgriovgerrasm asn dh apvroef seesrsvioenda tlso.: These NNeovidai gS Eouletmheeansttaerryn SUcnhiovoelrsity G
• Educate 115 health care professionals PPearnknla Sntda tHei gUhn Sivcehrosiotyl E.OR
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• Provide 60 dementia education sessions Penn State University Lehigh Valley E
taught in the homes of caregivers Presbyterian College School of Pharmacy HO
• Inform hundreds of church officials Princeton Theological Seminary P
.W
Additionally, Phoebe At Home Services facilitates Quakertown School District W
Raub Middle School W
monthly support groups for individuals with early Ritter School WA School District
stage memory loss and their families.
7
C b 2014
oMMunitY eneFit
(CONTINUED)
Salisbury High School Keystone Mountain Blue Grass Band
South Mountain Middle School Kraft Foods
Temple Beth El Susan Kuntz, piano teacher, and her students
Temple University LeadingAge Education Committee and Award
Thomas Jefferson University Selection Committee
Virginia Commonwealth University LeadingAge PA
Wayne State University Lehigh Valley Aging in Place
William Allen High School Lehigh Valley Health Network
Lehigh Valley Health Network Community Forum
BUSINESS/ORGANIZATION/ Lehigh Valley Health Network Learning
NONPROFIT PARTNERS: Collaborative
Lehigh Valley Health Network Telehealth Services
Adelphia Seafood
Lehigh Valley United Way – Alliance on Aging
Aladdin TempRite
Liberty Mutual Insurance
Allentown Garden Club
Moravian Hall Square
Alton Park Lions
National Nutrition
Alvernia Book Club
Northampton County Area Agency on Aging
Alzheimer’s Association
Advisory Council
Alzheimer’s Foundation of America
Olympus
American Legion
Party Plus
Beacons of Joy
Penn State Barbershop Quartet
Bedways Farmer’s Market
Penn State Rehabilitation and Human Services
Boy Scouts of America, Wyomissing
Advisory Council
Bucks County Senior Center
Pennsylvania Behavioral Health and Aging
Alzheimer’s Association of Philadelphia
Coalition
Cedar Crest College-Internship Program
Pennsylvania Psychological Association
Conrad Weiser Students Decision Group
Phoebe Floral
Council for Health and Human Services Ministries
Phoebe Pals Club of Hain’s Church
(CHHSM)
Pizza Hut
Cura Hospitality
Pocono Produce
Dementia Network of the Lehigh Valley
Quakertown Alive
Designs by Maria Anastasia
Ripple Mennonite Community
Devotions Group
Rolling Thunder of Lehigh Valley
Ecolab
Ross Labs Juven
Fairgrounds Bakery at Allentown Fairgrounds
SADD Club of Saucon Valley High School
Farmers Market
Salvation Army Band
Flowers Bakery
Sara Lee
Girl Scouts of Eastern Pennsylvania Troops #2391,
Schneider Valley Farms
#8515; #6105; #2802; #2813; #2760
Senior Solutions
Gold Star Mothers of Lehigh Valley
Singer Equipment
Green Terrace Mennonite Church Hall Singers
Smith & Nephew
Hain’s Church Sunday School PAL and Bingo
SPIN, Bethlehem, PA
Group
St. John’s Lutheran Carolers
Hershey’s Ice Cream
St. Luke’s Hospital University Health Network
Hobart
St. Luke’s Hospital Partnership
Hootenannies
Success Rehabilitation, Inc.
Imperial Beverage
Sunshine and Stars Day Care
Jewish Community Center
The Cathedral of Saint Catharine of Siena
Jewish Family Service of the Lehigh Valley
The Children’s Home of Reading
John Rivers Memorial VFW Post 11322
The Children’s Home of Reading Day Camp
K&D Factory Repair
Program
Kendal Outreach LLC Pennsylvania Restraint
The Erwin J. and Gertrude K. Neusch Fund -
Reduction Initiative
Lehigh Valley Community Foundation
Kensol
The Lord Singers
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Description:Brian R. Ott, Esquire, Chairperson and. Governing Board Liaison Daniel T.
Moser II. Brian Ott, Esquire .. Ms. Shelley Brown Nigito. Mr. & Mrs. Richard H.