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PH O E B E
ANNUAL REPORT OF GIFTS 2012–2013
ANNUAL REPORT OF GIFTS 2012-2013
“I am impressed by the overall caring and positive attitude towards
the residents. If I were in the area, and needed a retirement community,
I would choose Phoebe Ministries.”
Phoebe Richland Health Care Center family member
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A M F o P B C
essAge roM ur resident And oArd hAir
• Phoebe Allentown completed the first stage
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of our repositioning effort by renovating the AI
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East Annex in the Health Care Center and the C
second level of The Terrace. D
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• Phoebe Richland received the Environmental O
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Stewardship Award from Waste Management D
of Eastern PA for measures we took to N
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reduce waste, increase recycling, and educate T
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employees. E
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Phoebe’s legacy of care continues to grow as well. R
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Thank you for your gifts to Phoebe Ministries This year we launched the Phoebe Center for R
over the past fiscal year! Excellence in Dementia Care, which has already U
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created six signature initiatives to standardize M
With your support, we have made great strides in best practices across Phoebe campuses and O
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establishing Phoebe as the leader in senior care crafted a strategic plan to guide development of F
in eastern Pennsylvania. In fact, more donors the Center. At the same time, we were selected as GE
gave to Phoebe last year than any year since the sole recipient of The Alzheimer’s Foundation A
S
2008—a 20 percent increase. We also benefited S
of America (AFA) 2013 Brodsky Innovation E
from a 23 percent rise in total dollars from M
Grant, awarded to an innovative program or
individuals, businesses, churches, foundations and A
service that improves the lives of individuals with
organizations. We would like to take a moment
Alzheimer’s disease.
to share a few highlights from the past year and
to update you on what your gifts have helped us As our services have expanded, we have also
accomplish. strengthened our pastoral care program. We
recently added a part-time chaplain to work
We are proud to report that we provided
directly with the Phoebe Center for Excellence
approximately $11.5 million in charitable care to
in Dementia Care, expanded our outreach to
residents who otherwise would not have been able
the ecumenical and interfaith communities,
to afford the care they needed. This is the highest
and included our chaplains in the Phoebe Berks
level of charitable care provided in our history,
wellness program to provide spiritual assessment
and we were able to achieve this level because of
and holistic health support.
the generosity of people like you.
Phoebe also received two Distinguished Service
Some 2013 campus highlights include:
Awards from LeadingAge PA, the Pennsylvania
• Phoebe Wyncote was listed as one of state association for non-profit senior services
America’s best nursing homes by U.S. providers. MaryKay McMahon, Executive
News and World Report and received Director of Phoebe Berks, was chosen as Leader
the highest available 5-star rating from of the Year, and Phoebe Wyncote was awarded
the Centers for Medicare & Medicaid the Innovation of the Year for its Change to
Services for the second year in a row. Care Program. We are proud that Phoebe has
now received both the Leader of the Year and RG
• Phoebe Berks initiated a comprehensive O
Innovation of the Year awards twice in the last E.
wellness program to allow independent B
three years. E
living residents to stay in their homes O
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longer and also launched a cross-campus We look forward to continuing this great P
communication plan to better connect momentum with your help. Thank you again for all .W
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with our residents. that you do for Phoebe Ministries and our residents. W
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Y g W
our iFts At ork
Contributions to Phoebe Ministries are essential recipient of the 2013 Brodsky Innovation Grant,
to fulfilling our mission and enhancing the quality which will be used to create a comprehensive
of life for those we serve. Donors and volunteers rehabilitation program that engages individuals
support the exceptional care and programming with dementia in occupational, physical and
for our residents and enrich education for those speech therapies appropriate to their cognitive
who serve our aging population. abilities, interests and needs.
During the past year charitable gifts have Gifts not only assist Phoebe in serving the physical
supported many special initiatives throughout the needs of our residents with dementia, but also
Phoebe community. their spiritual needs. Pastoral care contributions
have enabled the creation of a dedicated dementia
Unrestricted gifts provide Phoebe with the ability chaplain position whose program takes a
to use donations where they will have the greatest Montessori-based approach to worship that tells
impact on the lives of our residents. These funds stories of faith in simple, multi-sensory ways. For
are utilized across Phoebe’s services for a wide example, instead of just talking about Joseph and
variety of uses such as to purchase specialized his coat of many colors, Chaplain Elizabeth Buss
equipment, fund holiday and celebratory carefully wraps residents in a multi-colored prayer
luncheons or support charitable care. shawl to engage them in the story.
As charitable care needs at Phoebe continue Phoebe’s caring employees always provide
to grow, gifts are critical to our commitment exceptional care, and this year they also
to meeting this challenge. Phoebe’s ability to demonstrated their commitment to Phoebe’s
provide this support means that residents without mission through an employee giving campaign
adequate personal funds do not have to worry called “Charity Begins at Phoebe.” Staff
about how to pay for their care, but can focus on contributed over $75,000 back to Phoebe, and
enjoying their later years. During the past year three times as many employees made gifts than
we provided $11.5 million in charitable care for the previous year.
residents, the highest level in our history.
Volunteers contributed more than 49,000 hours
Phoebe’s devotion to caring for seniors is also of their time and talent to Phoebe last year.
evident in our dedication to innovation. One According to the Independent Sector, the value of
example is a new program and associated research one hour of an average Pennsylvanian’s volunteer
made possible by a grant from the Alzheimer’s time in 2012 was $21.25. Volunteers contributed
Foundation of America. Phoebe was the sole the equivalent of $1,041,483.75 to our residents.
Uncompensated Care Summary 2013
Skilled Nursing $10,133,647
Personal Care $936,667
Affordable Housing $405,733
Pharmacy/Other $4,553
Total $11,480,599
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Contributions & Trust Income
Total: $1,809,446
Individuals 25%
Businesses 19%
K
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Estates 29% W
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Trusts 13% A
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Churches 7% O
Y
Foundations 5% Organizations 2%
Operating Revenues
$110,526,000
Skilled Nursing 67%
Other 1%
Contributions 1%
Investment Earnings 2%
Personal Care 7%
Independent Living 13% Pharmacy 9%
Operating Expenses
$107,467,000
Employee Wages and Benefits 57%
Contracted Services 15%
Resident Supplies 8%
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Depreciation and Amortization 7% BE.
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Other Expenses 7% H
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Interest 3% W
Utilities 2% Insurance 1% W
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e n F
ndoWMents And AMed unds
The following endowments are actively PHOEBE MINISTRIES
supporting Phoebe and its communities:
The Joyzelle Clark Fund
The William J. and Jacqueline Davies Fund
Charitable Care Endowment
The Edward J. and Inez Donley Staff
Charitable Care Endowment at Phoebe Home
Skills Investment Fund
Pastoral Care Endowment for Phoebe Berks
The George and Cora Hausman Fund
Pastoral Care Endowment Fund
The Rev. Dr. Paul P. and Mildred K. Haas Fund
Phoebe Berks Health Care Center Endowment
The Sara K. Miller Perpetual Memorial Fund
Phoebe Endowment Fund for
The Jami and Mitchell G. Possinger
Staff Skills Investment
Pastoral Care Fund
Phoebe Wyncote Bridgefund
The Martha R. Seibert Fund
Phoebe Wyncote Endowment Fund
The Scott R. and Mary O. Stevenson Family Fund
Phoebe-Devitt Homes General Endowment Fund
The St. Pauls (Reading) Memorial
Endowment Fund
The following named funds are actively
PHOEBE WYNCOTE
supporting Phoebe and its communities:
The Mary Carn Buchanan and
PHOEBE ALLENTOWN William Buchanan, Jr. Fund
The Dorothy Cooper Wyncote Endowment
The Mary Carn Buchanan and
The Rev. Dr. Earlin and Rev. Anna Deppen Lutz
William Buchanan, Jr. Fund
Family Endowment
The Joseph E. and Marjorie S. Correll Fund
The Winfield H. and Margaret W. Rosenberry Fund
The Alban and Kathryn Eckhard Funds
The Harvey and Elsa Farr Fund
The Earl W. and Margaret S. Fegely Fund
The following funds are planned
The Groff Fund
by donors for support of Phoebe
The William H. Hacker Fund
in the future:
The Norwood N. and Doris M. Kern Fund
The Dr. Ralph F. and Edith Iffland Merkle Fund
PHOEBE ALLENTOWN
The Miller Family Fund
The Robert W. and Judith I. Miller Fund The Groff Community Life Endowment Fund
The Roberta L. Miner Fund The Groff Circle of Life Endowment Fund
The N. Richard and Elizabeth J. Radman Fund The Groff Pastoral Care Endowment Fund
The David and Nancy Renshaw Fund The Paul K. and Madlyn A. Haines Fund
The Rose E. Shafer Trust Fund
The J.O. Steeley Family Fund PHOEBE BERKS
The William J. and Jacqueline Davies
PHOEBE BERKS Charitable Care Fund
The Rev. Joseph H. and Virginia C. Miller Fund
The William T. and Amelia G. Davies
The Irvin I. and Ruth B. Oswald Fund
Charitable Care Fund
The Rev. Dr. R. Howard and Doris Paine Trust Fund
The Howard S. and Pauline L. Katzeman Fund
The Walter L. Miller Building Fund
The Rider Family Endowment for Pastoral Care PHOEBE MINISTRIES
The Gladys Wadsworth Fund The Anna Kuba Staff Education Fund
Please note: Phoebe Home is now called Phoebe
Allentown Health Care Center
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“The main thing I can say is the nursing staff is excellent in
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treating my father and in communicating with me in R
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any situation. The aides are very friendly, and they will B
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come to talk to us if they see anything.” H
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Phoebe Wyncote family member
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P C C
hoeBe enturY irCle
The Phoebe Century Circle pays tribute
to leadership donors who encourage and Mr. & Mrs. John J. Remaley
sustain our daily work with annual gifts Senior Citizen Group - Bakers, Confectioners,
of $1,000 and more. Tobacco Workers Unit
Union UCC (Neffs)
VISIONARIES ($25,000 +)
BUILDERS ($2,500 - $4,999)
Anonymous
Alzheimer’s Foundation of America Anonymous
The Century Fund Bachman Roofing, Building & Remodeling, Inc.
Cura Hospitality, Inc. Mr. Robert G. Bertolette & Rev. Dr. Sue Bertolette
Faith UCC (Allentown) + Mr. & Mrs. David K. Bilheimer
Mr. & Mrs. Glenn Bonney
LEADERS ($10,000 - $24,999) Mr. & Mrs. Wendell L. Byler
Campbell, Rappold & Yurasits, LLP
Anonymous
Citizens Bank
ARAMARK
Corporate Environments, Inc.
Arbor Insurance Group, Inc.
Dr. & Mrs. Peter E. Fisher
Ms. Janet Bailey
Mr. John A. Frack
Dolan Construction, Inc.
General HealthCare Resources, Inc.
L. R. Webber Associates, Inc.
Mr. Brian P. Gregory
Morefield Communications, Inc.
Health Network Laboratories
Mr. & Mrs. Ronald L. Rider
Kraemer Schurman Advertising & Design
Mrs. Virginia O. Schlechter
LarsonAllen LLP
Stevens & Lee
Latsha Davis & McKenna P.C.
Toshiba Business Solutions
Ms. Sandra A. Massetti
Harry C. Trexler Trust
McKonly & Asbury, LLP
Mr. & Mrs. Joseph M. McMahon
FOUNDERS ($5,000 - $9,999)
MobilexUSA
Anonymous
The Erwin J. and Gertrude K. Neusch Fund of the
Mrs. Lois J. Bastian
Lehigh Valley Community Foundation
Ms. Martha C. Dodge
New Tripoli Bank
Ebenezer UCC (Laurelton) +
Norris McLaughlin & Marcus, P.A.
Mrs. Sally Eisenhauer
Orion Development Advisors, LLC
Atty. & Mrs. Edward A. Fedok
ParenteBeard, LLC
Mr. Michael L. Fichera & Mrs. Lisa B. Fichera
Mr. David Pier & Mrs. Michell Staska-Pier
Mr. John M. Gardner III &
Mr. Mitchell Possinger & Rev. Jami Possinger
Mrs. Sylvia Betz Gardner
Renaissance Consulting Group, Inc.
Mr. & Mrs. James R. Garraway, Sr.
Mrs. Margaret Rice
Highmark Blue Shield
Schneider Downs & Company, Inc.
The Charles H. Hoch Foundation
Seidel Family Fund of the Berks County
Mr. & Mrs. Richard G. Lang
Community Foundation
Mr. William G. Lutz
Specialty Claims Services, Inc.
MFP Strategies
St. John’s Reformed Church of Sinking Spring
National Penn Investors Trust Company
St. John’s UCC (Slatington)
The Neffs National Bank
St. Paul’s UCC (Fleetwood)
New Castle Lawn & Landscape
Mr. & Mrs. Scott R. Stevenson
Ms. Betty Mae Pasternak
Tustin Mechanical Service
Mrs. Adele S. Reider
Utilitech, Inc.
Warfel Construction Company
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MEMBERS ($1,000 - $2,499) Heartland Settlement Company PPL
Heintzelman Funeral Home Inc. Radio Maintenance, Inc.
Anonymous
Hollenbach Construction, Inc. Ran Flooring Distributors
Mr. & Mrs. Frederick E.
Hope UCC (Allentown) Mr. & Mrs. Antonio Roman, Jr.
Bartholomew
Huffs Union Church (Alburtis) Mr. & Mrs. Stephen D. Richart
Bayada Home Healthcare
Mr. & Mrs. Robert S. Johnson Mr. Andrew J. Rossi & Mrs.
Mrs. Helen Benner
Kistler O’Brien Fire Protection Revena M. Rossi
Mr. Larry C. Benner E
Mr. & Mrs. Robert Bennett Kiwanis Foundation of Mr. & Mrs. David A. Rung CL
Mr. & Mrs. Joseph P. Berghold Allentown, Inc. Mr. & Mrs. Kenneth D. Sallade CIR
Dr. & Mrs. Frederick Blumer Mr. William A. Koch Ms. Agnes O. Scherer Y
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Rev. Dr. & Rev. Scott Rev. Ronald R. Krick Mr. & Mrs. David E. Seifert U
Brooks-Cope Ms. Barbara B. Krumboldt Select Medical Rehabilitation NT
Dr. & Mrs. Carl A. Lam Services, Inc. E
Mr. & Mrs. Larry C. Brubaker C
Mr. & Mrs. Mark Leffler Rev. Dorothy E. Shelly E
Dr. Kelly O’Shea Carney & B
Lehigh Valley Health Network Dr. Deborah A. Sieger, RN, LSW E
Mr. Gary A. Carney O
Liberty Property Trust Mr. & Mrs. Robert C. Simonson H
Christ Church UCC (Norristown)
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LifeStar Response Corp. Mr. & Mrs. Willard Snyder
Church of the Good Shepherd
Ms. Janet K. Little St. John’s UCC (Allentown)
UCC (Boyertown)
Rev. Anna Deppen Lutz St. John’s UCC (Emmaus)
Mr. John F. Collins, Jr.
The Liz Egner Group/ St. John’s UCC (Howertown)
Conrad Siegel Actuaries
RE|MAX of Reading St. John’s UCC (Nazareth)
Contour Data Solutions, LLC
Marion Prochazka Charitable St. John’s UCC (Richlandtown)
Crestwood Associates, LLC
Remainder Trust St. Thomas UCC (Bernville)
Dr. Claire R. Delabar
Mr. & Mrs. Adam Marles Sterner Insurance
DesignPoint, Inc.
Ms. Helen Marshall Mr. & Mrs. Gerald E. Strauss
Mr. Arlan P. Dohrenburg
Atty. & Mrs. Alan McFall Rev. Dr. & Mrs. Albert E. Teske
Mr. & Mrs. William Donlan
Mrs. Lois B. Miller Mr. Gordon Thompson*
Mrs. Darlene Dorman
Ms. Alice Anne Miller Mrs. Alyce W. Tokus
Ebenezer UCC (New Tripoli)
Mr. & Mrs. Robert W. Miller Trago Mechanical, Inc.
Emmanuel UCC (Dorrance)
Mr. & Mrs. Robert L. Moore Trinity UCC (Great Swamp)
ESG Systems
Ms. Joan Miller Moran Mr. Richard L. Walton
Mr. & Mrs. Charles L. Fehr
Mr. & Mrs. James R. Moser Mr. & Mrs. Dave Wanamaker
First UCC (Easton)
Mr.* & Mrs. Robert Nagle Weaver Roofing & Exteriors
First UCC (Quakertown)
Mrs. Ruth B. Oswald Ms. Kathy Weiss
Fitzpatrick Lentz & Bubba
PATHS-Physician and Tactical Ms. Kathryn E. Yen
G. R. Klinefelter
Healthcare Services, LLC Ms. Carol A. Ziegler
Underwriters, Inc.
Ms. Theresa Petrisky Mr. & Mrs. George H. Ziegler
Georgia-Pacific Professional
Dr. & Mrs. Raymond A. Phillips
Mr. & Mrs. James F. Gregory
Pleasantville UCC (Chalfont)
Ms. Cheryl R. Grubb
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*Deceased +Church closed
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t & e
rusts stAtes
S TRUSTS
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A Mabel A. Adams
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S John A. Beard
E
& Raymond K. & Helen I. Berk
S Lottie I. Brobst
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S Rev. Dr. George A. Ehrgood &
U
R Sue Griffith Ehrgood
T
John Z. & Anna R. Harner
T. Clayton Kantz
Nelson W. & Effie R. Krauss
Mary C. Laubach
Adam S. Lenhart
Norton L. Lichtenwalner
Franklin H. Markley
Marian E. Markley
Lorraine M. Miller
Norman H. Moyer
Thomas B. Musser
Mary Eaches Samson
Jacob Schnader
Warren S. Scholl
Edward O. Steely
Katie M. Ulrich
Nellie M. Ulshafer
Harry R. Woodmansee
Ruth E. Zoll
ESTATES
Mandon J. Boyer
Marie Burtner
Joseph E. Correll, Jr.
Pearl Eschbach
Earl W. Fegely
Michael Hnat
Hazel M. Kramer
Martha A. Mack
Larry B. Parsons
Violetta B. Rinn
Bertha Irene Sassaman
Julia-Ellen Smickle
Ethan L. Trexler
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Description:and included our chaplains in the Phoebe Berks wellness program to . Phoebe-
Devitt Homes General Endowment Fund Ms. Alexandria Hull. Ms. Vicki