Pathways Annual report FY2011-2012

You can stay abreast of our successes by reading the quarterly Forward Focus available at our centers, public libraries, hi-rise residences and many business locations.

We also invite you to visit our ever-expanding website, www.fiftyforward.org.

Please like us at FiftyForward.com/Facebook.

A N N U A L

R E P O R T

Pathwa y s y FY 2011-12

FiftyForward enriches the lives of adults 50+ by providing pathways to health, well-being and lifelong learning.

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A Publication of

“The only place where success comes before work is in the dictionary.” Vidal Sassoon, Donald Kendall ~ College Grove's 25th

“Firsts” for the Year n

Anniversary

Anniversary Celebration

Viva la Diva Run for Nestled among rolling hills and farms, FiftyForward College Grove has a special Women and Girls place in the heart of the community. From its beginning, the center has been known for n Forward Focus partnership its innovative programs, including digital photography which was popular even before with Mature Lifestyles many considered using digital cameras. This rural center is among five FiftyForward centers accredited by NISC (National Institute of Senior Centers). n Employment Toolbox The “Grove’s” 25th Anniversary was a time of celebration among current members n Social Entrepreneurship and volunteers, as well as others who delight in return visits. Pictured are

FiftyForward College Grove’s directors with

the longest tenure: Gayle Bradley (left) and

Martha Wolfe, flanking longtime supporter

and friend, Frances Greathouse. n

Viva la Diva

Through generous sponsorships,

FiftyForward and the YWCA of Nashville and Middle Tennessee combined forces to initiate, produce and present the first Viva la Diva Run for Women and Girls. Nissan Cool Springs headquarters welcomed more than 1,200 runners/walkers of all ages to their spacious campus on the Saturday preceding Thanksgiving. (Continued on page 2) 1

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(Continued from page 1)

“Firsts” for the Year

Running clothes, tutus, tiaras and boas reflected the spirit of the day. A 10-mile race, a 5-K run, a half marathon (for those who ran both) and a one-mile Fun Run/Walk marked the events of the day.

Fundraising and friend raising finished in first place.

Volunteerism, a Job Search Tool Older adult job seekers, once highly regarded

by employers for their knowledge, experience, wisdom and work ethic, find themselves frequently lacking the confidence to communicate transferable skills (e,g., technical, organizational, analytical, personal) that are critical in the current job market.

Consequently, the Program Resources Council of FiftyForward worked diligently with staff to develop the Employment ToolBox, a pilot project with a curriculum of specific skills to assist these job seekers. What was especially unique about the course was the inclusion of the volunteer experience as a beneficial tool in bolstering a resumé. Of the 13 participants in the six-session weekly series, all “graduated.” Four found work and eight of the 13 continued their volunteer roles at FiftyForward and other area organizations.

FiftyForward:

Social Profit Model and Entrepreneurship Forward Focus Partnership

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Many of FiftyForward’s successes are built on partnerships. When our Forward Focus newspaper transitioned in September to a quarterly magazine format, Mature Lifestyles Magazine welcomed our publication as an insert in their March, June, September and December issues. It has been a win-win for both organizations - Mature Lifestyles distributes the Forward Focus to more locations, and our inclusion has increased their readership.

Nonprofit organizations are not always recognized as businesses, let alone as leaders in business. FiftyForward is quite the opposite.

Every year at least one of our volunteer leaders praises “FiftyForward as the best run nonprofit organization I know.” This year we added a new moniker, Social Entrepreneur. While emphasizing that all our programs benefit the community, some lend themselves to charging competitive fees.

Senior staff participation in a series of social entrepreneurial workshops led us to focus on two revenue generation areas: (1) the Care Team, which provides assessment and consultation services on a sliding fee scale; and (2) marketing our facilities – especially the Patricia Hart Building and FiftyForward Martin – as the Perfect Venues for events. Small conferences, business and community meetings, weddings, receptions, birthdays, showers, anniversaries and reunions have increased our self-generated revenue.

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FiftyForward Programs LIVING AT HOME SERVICES Note: in the programs described below, 200% of poverty for one person is $1,815 or less per month and $2,452 for two people. (Determined by the federal government.)

Adult Day Services

Operating Monday through Friday, of 54 total participants, 42 individuals had incomes below 200% of the poverty rate. The remaining customers were private pay on a sliding scale.

Relatives cared for 26% of the participants. A safe, stimulating environment for their loved ones enabled many of the caregivers to continue working.

The daily fee of $59 provides a hot lunch plus snacks, transportation via two buses, social services and activities that promote mental and physical stamina and maintain optimal functioning levels.

Care Management

This year, 279 homebound senior adults in Davidson County received care

management, in-home support, connection to services and advocacy. Without this service provided by five care managers and two in-home specialists, most seniors would not know about available community resources and therefore go without supports that meet basic needs and promote quality of life.

In Williamson County, 90 homebound, frail adults benefited from care management services.

Care Team

The Care Team provides expert guidance and assistance to older adults and

their loved ones, as they address a wide variety of aging-related challenges.

This past fiscal year, the focus was on building the customer base of our new program – with a total of 23 individuals and their families benefiting.

To acquaint the community with the Care Team, the program manager took advantage of opportunities such as health fairs, church informational seminars and caregiver conferences. She conducted individualized outreach to caregivers, faith communities, hospitals, physicians’ practices and to other service providers – sharing information about the services the Care Team provides for adults age 50 and older, their families and caregivers.

Conservatorship

Appointed by the court, our conservatorship care manager (on call 24 hours) served 22 clients in FY 2011-12. Services included, but were not limited to visitation, monitoring of care, escorted transportation and management of financial and health matters.

Barry Coggins

“In the past 20 years of delivering Meals on Wheels each week, the most important thing to me has been meeting the people and sharing in their lives. You become friends, and both they and I look forward to my next visit. I spend a little time with each one, delivering sustenance for their bodies as well as friendship for their sense of self-worth and well-being.”

[A singer/songwriter, Barry also hosts the annual Barry Coggins Golf Tournament for Meals on Wheels which celebrated its twelfth year. He also participates in the Music for Seniors program. See page 6. ]

Meals on Wheels

A total of 20,029 meals were prepared and delivered on weekdays, weekends and Thanksgiving and Christmas Days.

Of these, 4,201 were for full paying customers ($6.50/meal). The remaining meals were funded by the United Way of Metro Nashville and private donations.

All meals were delivered by volunteers.

On weekdays and weekends, 128 homebound senior adults received meals. On Thanksgiving and Christmas days, 577 meals were delivered to 367 households.

Victory Over Crime The staff assisted 36 senior adults

who were victimized in the past year with one-on-one care management and access to services. Many received help to develop a safety plan to avoid future victimization. Twenty-nine of them had incomes at 200% of poverty or less.

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FiftyForward Centers FiftyForward stands alone in the State of Tennessee in having five of its seven centers accredited by the National Institute of Senior Centers (NISC). These centers are indicated with an asterisk.

FiftyForward Bordeaux

increased its number of hot nutritious meals served weekly from 90 to 104 to eligible members of the Northwest Nashville community.

Health and Fitness gains were made by participants who benefitted from A Matter of Balance classes.

The annual Hats Off to Bordeaux fundraiser was well attended by 300 Greater Nashville community members.

FiftyForward College Grove,*

long recognized as a model rural center, experienced continued success in multiple areas of programming, especially in the visual arts, health and wellness. For example, 80% of those who participated in recreational and socialization activities reported an increase in their sense of well-being and fewer physician visits.

FiftyForward Donelson Station* increased programmatic

offerings by 50% in the areas of health and wellness, core fitness, cardio and strength training and creative arts.

Zumba, Zumba Gold and Zumba Sentao are offered Monday-Saturday, along with Lapidary and Silver Jewelry.

The center operates from 8 a.m. to 7 p.m. five days each week and until noon on Saturday. Club Cardio transformed a space at Donelson Station into a “calorie burning, livedance fitness spot.”

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FiftyForward Knowles*

implemented a variety of programs and classes from 8:30 to 4:30 Monday through Thursday and on occasional evenings. Among the most popular were the SilverSneakers® Fitness Program, yoga, men’s group, knitting and crocheting, scrapbooking, genealogy, a book club and a movie group.

Knowles is recognized as a Creative Arts Center, hosting 100+ fiber arts enthusiasts on the second Saturday of each month.

FiftyForward Madison Station*

turned “sweet 16” this year, and their membership surpassed 800 – a record breaker! The daily average participation in Health/Fitness, Social and Educational activities averaged 175.

The Friday Night Jam and the Dinner Theater continued to attract participants from the community.

Living at Home Services increased the opportunity for approximately 100 homebound older adults in the Madison area to continue living independently.

Operation of this large, active center and center events are supported by 150-200 volunteers.

FiftyForward Martin* has continued to experience a significant, consistent growth in member participation, community involvement and rental of its lodge inspired facility. In a survey of individuals who participated in education and learning opportunities, 88% reported an increase in well-being and improved physical and mental health.

Marilyn Nevens

“When I lost my dear husband, there was a deep void in my life.

Then, when I became involved with the Martin Center, I truly believed it was ‘heaven sent.’ … The programs there gave me the opportunity to feel a purpose in my life again and to form new friendships …With our fundraising project, volunteering, outings and game days, my days are filled. The Martin Center is my home away from home.”

[Marilyn is a member of the Martin Center and the enthusiastic leader of the Card Crusaders, raising funds for a second center van. The primary fundraising project has been the sale of intricate “iris fold” greeting cards.

The Card Crusaders group, through tireless efforts in producing exquisite, handcrafted greeting cards, raised nearly $17,000 toward the purchase of a 26 passenger minibus.

Martin is proud of the expansion of the Children Of Aging Parents program (COAP) that meets at the Brentwood United Methodist Church and The Peoples Church, Franklin. The schedule is a six-week series repeated throughout the year.

FiftyForward J. L. Turner Center

provided increased program offerings during the year in wellness, nutrition, computer and technology applications classes, genealogy, art, SilverSneaker® classes plus intergenerational activities.

In its sixth year of operation, 3,000 older adults were active participants. The Bellevue Family YMCA and FiftyForward J. L. Turner Center is a partnership between The YMCA of Middle Tennessee and FiftyForward.

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FiftyForward Volunteer Programs FiftyForward Foster Grandparent Program*

A total of 86 Foster Grandparents served 991 children at 17 sites including preschools, faith-based institutions and Metro Nashville Davidson County Schools.

Of the Head Start pre-school children we served, 308 showed improvement in academic skills needed to begin kindergarten. Foster Grandparents improved their skills by completing phonics training. Further, 212 K-4th grade students were able to advance to the next grade level due to sufficient improvement in their reading and math skills.

The FGP is funded largely by the Corporation for National and Community Service and the United Way of Metropolitan Nashville.

FiftyForward RSVP/FLIP*

Two FLIP students with their FLIP

RSVP engaged 655 older adult volunteers in more than 58,000 hours of service at FiftyForward centers and local non-profits such as Nashville Adult Literacy Council, Operation Stand Down and the American Red Cross.

At 25 elementary schools, 153 FLIP (Friends Learning in Pairs) volunteers provided weekly one-on-one assistance to 603 K-4 students. Our FLIP tutors helped 83% of their students reach grade benchmark levels in reading and math.

Deloitte continued its FiftyForward Technology Day practice of providing, several times a year, employee volunteers who assist center members in utilizing their digital cameras, cell phones, laptop computers, etc.

tutor/mentors.

RSVP volunteer “at work.”

*Senior Corps-Funded Programs (Federal Grants)

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FiftyForward Arts and Entertainment Programs Larry Keeton Theatre

Broadway World.com rated Chicago one of the best musicals ever performed by a community theater in Nashville.

Miracle on 34th Street was an enormous hit, and Smokey Joe’s Café received sterling reviews. The Keeton Theatre continued its tradition of providing high quality, affordable community theater during the 2011-12 season that ended June 30, 2012.

Music for Seniors

This year’s highlights included:

n Production of its first CD, Songs We All Love, released with a record-breaking attendance of 250 at a luncheon concert featuring live performances of cuts from the album; n Continuing partnerships with area arts’ providers, such as The Nashville Jazz Workshop; helped the free Daytime Concert Series produce a public event each month including three Dixieland Band concerts for Mardi Gras; n Ongoing growth trend, with performance numbers up 8% from last year and participation numbers increasing across the board, with an estimated 1,000+ seniors served monthly by 50+ musicians at 50+ area locations; and n Director Sarah Martin McConnell spoke at the Alzheimer’s Foundation of America Membership Conference in Washington, DC, where she presented Music: A Powerful Path for Transformation, highlighting research and demonstrating through music participation (by conference members) the positive .role interactive music can play in caring for those who have dementia.

FiftyForward Travel

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From its beginning, FiftyForward Travel has been a transforming experience for the participating seniors. Many go from being lonely at home to finding friends and adventure through group trips.

This fiscal year approximately 550 people toured places such as Hawaii, the Grand Canyon, the Holy Land, Atlantic City, Amelia Island, Washington, D.C., the Canadian Rockies and the House on the Rock, in addition to a popular monthly visit to Harrah’s Casino in Metropolis, Illinois.

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FiftyForward Special Occasions

Project Funway, FiftyForward Knowles Crown Affair, Patricia Hart Building

FiftyForward College Grove Director Gayle Bradley received the 2011 Alma Pillow Award for Excellence in Aging from the GNRC (13-county area)

Whistlestop, FiftyForward Madison Station Hats Off to Bordeaux!

FiftyForward Bordeaux FiftyForward’s nominee, Patricia Hart, was an inductee into the prestigious Academy for Women of Achievement.

Martin Masters, FiftyForward Martin Center

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Board Members

FiftyForward Board of Directors

Jim McGregor President

Tracy Rode

Don Greene

President-Elect

Secretary

Patrick Conger Treasurer

Among the accomplishments of board committees this year was the completion and adoption of the Strategic Plan for 2012-16.

Standing Committees: Communications, Development, Finance and

Operations, Human Resources, Leadership, Program Resources, Government Affairs, Strategic Planning. (Officers and Chairs comprise the Executive Committee.)

The Government Affairs Committee presented an appearance by Beth Harwell, Speaker of the House in the Tennessee House of Representative, who is the first woman to serve in that role.

Development had its most successful fundraising year yet. (See page 9 Financial Report) The Human Resources Committee studied employee benefits and successfully recommended an upgrade in employee benefits.

Included was an option for long term care insurance. The committee also implemented a monthly leadership training series titled Leading from the Inside Out for the 16-member Leadership Team, and later for mid-level managers.

The Program Resources Committee developed the Employment ToolBox program for job-seeking older adults. (See page 2.)

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Lifetime Members

Harry Allen Charlie Cardwell Laurel Buntin Patricia Hart Casey Chapman Harriet Foley Patrick Conger Teresa Corlew Gary Crigger Eddie Davidson Carolyn Ermey Richard Exton Lucy Foutch Don Greene David Griswold Dr. Ralf Habermann Trey Harwell Vicki Horne Ashford Hughes Linda Hughes Mary Herbert Kelly Barbara Lyons Mercedes Lytle Tara MacDougall Joyce McDaniel Dr. Michel McDonald Jim McGregor Jan Maddox Scott McKean Edy Nash Cindy Natsch Elizabeth Papel Jana Lisle Parham Casey Pash Emily Plotkin Alexia Poe Laura Purswell Tracy Rode Carolyn Schott Mary Seely Brian Shelton John Taylor Leigh Williams Stephanie Woodard-Majors

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Financial Report* Revenues

Expenses

n Centers & Programs ....................... 22% n Government Grants ........................ 18% n Development ................................... 47% n United Way ..................................... 10% n Other .................................................4%

n Personnel Costs.............................. 52% n Occupancy ...................................... 13% n Supplies ............................................7% n Professional Fees............................ 10% n Specific Assistance ........................... 7% n Depreciation....................................... 6% n Other .................................................5%

Revenues

After a very challenging year in 2010-11, FiftyForward had its most successful fundraising year in history.

This was due largely to a significant matching grant extended by one of FiftyForward’s committed donors.

We are investing time, energy and resources to expand our revenue base.

Following a social profit model, by which income is generated utilizing our skills and expertise, we are well on our way to becoming more self sustaining.

The charts (right) reflect financial activity for the past fiscal year - July 1, 2011 - June 30, 2012

*FiftyForward, Senior Center For the Arts, Inc. and J.B. Knowles Trust Consolidated Financial Statements- Audited June 30, 2012.

100%

Centers & Programs

$1,007,451

22%

Government Grants

836,714

18%

Development 2,170106

47%

United Way

10%

453,835

Other 166,040 Total Revenues

4%

$4,634,146

100%

$2,502,630

52%

Expenses Personnel Costs

Occupancy 650,191 Supplies 331,139

13% 7%

Professional Fees

490,105

10%

Specific Assistance

339,509

7%

Depreciation 299,334

6%

Other 221,615

5%

Total Expenses Excess Revenues (Expenditures) Including depreciation

$4,834,523

100%

- $200,377

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FiftyForward 2012 Endowment Board of Trustees The FiftyForward Endowment began in 1984 as the Senior Citizens Endowment and has grown principally through bequests. Today, the Board manages close to $4.2 million (as of June 30, 2012) of FiftyForward Endowment Funds.

Since its formation, it has been a separately constituted 501(c)3 organization with its own board of directors.

Providing for the operating organization’s current needs while growing to protect FiftyForward’s future are key to the Endowment mission.

The Endowment Board operates with a written distribution policy designed to responsibly support both goals.

The essence of the Endowment is to ensure FiftyForward’s viability to continue a far-reaching, positive impact on the lives of older adults and their families.

Enhancing the lives of aging citizens of Davidson and Williamson counties for generations to come is a shared goal of FiftyForward and FiftyForward Endowment.

To learn more about the FiftyForward Endowment, please visit www.fiftyforward.org.

Mary Herbert Kelly President

Joe Chickey President-Elect

Secretary

Ed Carter Treasurer

Board Members R. Bryan Bell Charlie Cardwell Joe Chickey Charles W. Cook Jr. John W. (Wally) Dant III Ellen Duncan Brenda Gilmore William L. (Bill) Harbison Lillias Johnston Aileen R. Katcher Ron Samuels Joan B. Shayne Robert M. Smith Thor Urness

Honorary Members Seawell Brandau Scott McKean Jana Lisle Parham

Board Emeritus Martin L. Kresge

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Tony Huffman

Aileen Katcher “For

more than two decades (starting long before I was eligible for its services), FiftyForward has enriched my sense of well-being. CEO Janet Jernigan calls me an ‘indentured’ volunteer because of my lengthy involvement. But the truth is, seeing the impact the programs and services of FiftyForward make on the lives of the people it serves is inspirational and life changing.

“In fact, they are stuck with me for at least another twenty years.”

[Aileen’s involvement for the past 23 years has included membership on the board of directors and on the FiftyForward Endowment board. She played a major role in our capital campaign for 2000-02, as her public relations firm, Katcher, Vaughn and Bailey, developed our campaign materials. Morever, Aileen has provided pro bono work and is “on call” for consultation. She and her family often deliver Christmas Day meals for our Meals on Wheels program.]

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FiftyForward Directory General Information and FiftyForward Administration: 743-3400 FiftyForward Centers

Additional Programs

Bordeaux...............................................................248-2272

FiftyForward Travel ...............................................231-1235

College Grove.......................................................368-7278

Forward Focus newspaper....................................743-3430

Donelson Station...................................................883-8375

Larry Keeton Theatre.............................................883-8375

Knowles, Nashville................................................743-3400

Music for Seniors...................................................330-1937

Madison Station.....................................................860-7180

Arts Across FiftyForward.......................................743-3403

Martin Center, Brentwood...........................................376-0102 J. L. Turner Center/BellevueFamily YMCA............ 646-9622

Administration

(a partnership between the YMCA of Middle Tennessee and FiftyForward)

Executive Director.................................................743-3404

Living at Home Services

Associate Executive Director, and Director of Living at Home Services......................743-3419

Adult Day Services................................................463-2266

Finance and Operations Director..........................743-3406

Davidson County Care Management....................743-3421

Development Director............................................743-3434

or 743-3418

Active Aging Centers and Programs Director........ 743-3403

Williamson County Care Management.................. 376-0102

Communications Director...................................... 743-3411

Conservatorship....................................................743-3414 Care Team.............................................................743-3436

Websites

Victory over Crime.................................................743-3417

www.fiftyforward.org

Meals on Wheels...................................................463-2264

www.facebook.com/fiftyforward www.givingmatters.com

Community Volunteer Opportunities

To ask a question, contact us at info@fiftyforward.org.The

Foster Grandparents.............................................743-3420

message will be forwarded to the appropriate staff person

RSVP/FLIP............................................................743-3424

for response.

In addition to community service through RSVP, FiftyForward programs welcoming volunteers include Adult Day Services, Meals on Wheels, Victory over Crime, Larry Keeton Theatre and FiftyForward centers.

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Ways to Support Us V O L U N T E E R S are vital to our success. We are always looking for caring individuals to assist in our programs and centers. Examples of volunteer opportunities include delivering meals on wheels, teaching classes, and serving on board committees or center or program advisory groups. The FiftyForward RSVP program also offers community volunteer opportunities, such as tutoring students in grades K-4 (Friends Learning in Pairs) and welcoming travelers at the airport (the Flying Aces). In all cases, FiftyForward offers training, resources and appreciation.

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FINANCIAL SUPPORT of our programs and services includes grants from the United Way of Metropolitan Nashville, the United Way of Williamson County, Metro Nashville government, Williamson County government, the City of Brentwood, Metro Arts Commission, Tennessee Arts Commission, Victims of Crimes Act, DHS, TDMHDD, GNRCAAA, Corporation for National and Community Service, private foundations, individuals, organizations/ corporations, and FiftyForward special events and campaigns.

Contributions may be by cash/check, transfers of stock or real estate, donation of needed inkind products and services, bequests and other planned giving options such as trusts and life insurance policies. We welcome gifts for our overall operations, or they may be designated for a specific center or program – as well as for the endowments of FiftyForward, our centers and programs/services.

Those who prefer to make donations online may do so conveniently at www.fiftyforward.org. For more information, please contact our development director, Pam Brown, 743-3434.

General Information, FiftyForward Administration 743-3400

174 Rains Avenue Nashville, TN 37203 (615) 743-3400 www.fiftyforward.org

FiftyForward is committed to fair and equitable treatment of all employees, volunteers and beneficiaries of our services.