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2016 Annual Report Older Adults Living Life to the Fullest


What Matters Most Dear Partner in Ministry, We are blessed at Lutheran Senior Services with quality, innovation, and a 158-year history. Our mission of Older Adults Living Life to the Fullest guides us as we deliver excellence in affordable housing, home and community based services, short stay rehabilitation, and senior living communities. It’s what matters most. These pages, along with the enclosed Impact Report, show just a glimpse of our ministry centered around that Christian Mission. It’s a calling fulfilled through our servanthearted employees and community partners. Together, we continue to evolve and innovate to the benefit of those we serve. On behalf of our Board of Directors and all of Lutheran Senior Services, we share what matters most. In Christ,

Rev. John Kotovsky President and CEO

Rev. William Simmons

Board of Directors Chairperson

OLDER ADULTS LIVING LIFE TO THE FULLEST | 1


• 1858

• 1984

Rev. Johann Buenger and the Lutheran Charities Association (LCA) founded the German Lutheran Hospital and Asylum of St. Louis, MO. It later became known as Lutheran Hospital.

LCA sold Lutheran Hospital, then known as Lutheran Medical Center. It formed two organizations under its umbrella: Lutheran Health Care Association (LHCA) and Lutheran Charities Foundation (LCF).

• JANUARY 2016

• 1986

• 1996

LHCA embraced Helping Older Adults Live Life to the Fullest as its mission statement.

The LCA and the Lutheran Altenheim Society merged to form Lutheran Senior Services (LSS). The Lutheran Charities Foundation (now Lutheran Foundation of St. Louis) became a fully independent organization.

158 Years

• JUNE 2016

LSS initiates a state-of-the-art Electronic Health Records System to integrate operational, clinical, and financial information.

Groundbreaking for 79 new Independent Living Apartments occurs at Lenoir Woods Senior Living Community in Columbia, Missouri.

• FEBRUARY 2016 LSS purchases The Cedars of Town & Country, renames it Mason Pointe, and begins a multi-year renovation and expansion.

• JULY 2016 The LSS Living Foundation hosts Tee Off with LSS Benevolent Care Golf Tournament to raise funds for the support of older adults who have outlived their financial means.

• APRIL 2016

• JUNE 2016

Paul Ogier is named Healthcare CFO of the Year by the St. Louis Business Journal.

2 | LUTHERAN SENIOR SERVICES

The LSS family gathers to celebrate LSS Night at the Ballpark.


• 2001

• 2009

LSS began expanding from St. Louis into Central Missouri and Central Illinois.

The current logo was introduced and four strategic imperatives were determined: 1. Quality and Value 2. People 3. Ministry Expansion 4. Stewardship

• 2011

• 2015

The LSS Living Foundation was instituted to help promote the expansion of LSS Benevolent Care and, on a broader scale, to help seniors make the most of everything with which they have been blessed.

LSS now includes 10 Affordable Housing locations, 9 Life Plan Communities with REACH Short Stay Rehabilitation, 1 Assisted Living Community, and multiple Home and Community Based Services.

OF EXCELLENCE • SEPTEMBER 2016 LSS receives both the Visionary Award and the Excellence in Service Award at the Leading Age Missouri conference.

• SEPTEMBER 2016 Lutheran Hillside Village Senior Living Community in Peoria, Illinois, opens a brand new REACH Short Stay Rehabilitation building.

• OCTOBER 2016 LSS receives Signature Healthcare’s Senator Paul Simon Award for clinical quality.

• OCTOBER 2016 Affordable Housing location, Dunn Road Manor, in Florissant, Missouri, breaks ground to expand with 36 new LIHTC apartments.

• DECEMBER 2016 LSS celebrates its 158th year of service excellence.

OLDER ADULTS LIVING LIFE TO THE FULLEST | 3


AFFORDABLE

Housing

Safe Housing for Older Adults

By 2030, one in every five older Americans will need affordable housing. This basic need is one that Lutheran Senior Services is called to provide. Through Affordable Housing, residents on a limited income are able to live independently and safely. They also receive access to social and spiritual services and lifestyle enrichment. Incorporating HUD 202 federal subsidies and Low-Income Housing Tax Credits (LIHTC), Lutheran Senior Services has impacted the lives of thousands. In addition to creating affordable housing, LSS has also invested in programs and partnerships to benefit seniors with restricted means. Valuable community services like Project Wellness, a tele-health kiosk with parish nursing program, allow older adults to take control of their health.

10

757

$13,000

544

Affordable Housing Locations

Average Annual Income of Affordable Housing Residents

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Residents Living Life to the Fullest

Older Adults Served through Project Wellness


“I feel so blessed that I can live in such beautiful surroundings at a rent I can afford. I am fortunate to be a part of this great community. Through my years of living here, the staff has gone above and beyond. It’s wonderful to have people who are full of energy and fun and want to help me live life to the fullest.” — Fay V.

Affordable Housing Resident

OLDER ADULTS LIVING LIFE TO THE FULLEST | 5


LIFE PLAN

Communities

Enjoying Today and Preparing for Tomorrow The Christian Mission of Lutheran Senior Services comes from a verse in the Bible where Jesus says, “I have come that they may have life and have it to the full” (John 10:10). At LSS, the phrase “to the full” means an array of spiritual, intellectual, physical, and social offerings that enhance the well-being of our 7,500+ residents throughout Missouri and Illinois.

6 | LUTHERAN SENIOR SERVICES

Lutheran Senior Services Life Plan Communities offer multiple levels of living. Life is lived with an abundance of amenities and services, with additional care available should the need arise. Here, residents gather together to experience true community with one another.


10

9 Life Plan Communities Featuring Independent Living, Assisted Living, Memory Care Assisted Living, Long Term Care, and REACH Short Stay Rehabilitation 1 Assisted Living Community

648

Dining Staff Serving more than 2.6 million meals annually featuring nutritious and seasonally delicious recipes

3

Innovative Partnerships for resident life enrichment: Masterpiece Living, SAIDO Learning, Music & Memory

18

Chaplains Dedicated to serving older adults, their family members, and employees at LSS

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R E A C H S H O R T S TAY

Bridging the Gap Between Hospital and Home LSS is a leading provider in recovery after a hospital stay. Our interdisciplinary team includes licensed nursing, therapy, nutritional management, social services, and spiritual care. REACH Short Stay Rehabilitation offers comprehensive services, quality outcomes, reduced lengths of stay, and cost savings. In 2016, REACH Short Stay Rehabilitation was recognized by Signature Healthcare™ and awarded the Senator Paul Simon award for quality care and cost-savings performance.

8 | LUTHERAN SENIOR SERVICES

Rehabilita


ation

4,298

REACH Guests served at 9 locations in Missouri and Illinois

$1M+

Innovative Savings with bundled payments through Medicare

116

Attendees at the Post-Acute Care Symposium hosted by LSS

OLDER ADULTS LIVING LIFE TO THE FULLEST | 9


HOME AND COMMUNITY BASED

Services

Supporting Seniors at Home Through Home and Community Based Services, Lutheran Senior Services offers older adults a wide variety of care and supportive services, allowing them the ability to remain as independent as possible in their homes. Private Duty, Home Health, Hospice, and Living Safe Technologies all assist older adults and their families, bringing expertise and care to the homes of more than 1,900 clients. Assisting with housekeeping, personal hygiene, medication administration, therapy, and more ­— Home and Community Based Services provides options, all guided by the Christian Mission of Lutheran Senior Services.

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1,736

Clients Served through Private Duty, Home Health, and Hospice

36

Hospice Volunteers Offering support and respite to family members and Hospice patients

100+

Zip Codes in which Home and Community Based Services currently assists clients

209

Clients Served through Living Safe Technologies

THANK YOU to all our residents and staff members who offered their time to be photographed for this annual report.

OLDER ADULTS LIVING LIFE TO THE FULLEST | 11


2016

Financial

“They will be like a tree planted by the water that sends out its roots by the stream. It does not fear when heat comes; its leaves are always green. It has no worries in a year of drought and never fails to bear fruit.” — Jeremiah 17:8

Our roots at Lutheran Senior Services run deep. Built on a strong foundation of faith and financial stability, we have been providing exceptional quality for 158 years. We are proud of our heritage and continue to strengthen and build upon it with innovation and excellence. As part of a competitive industry, Lutheran Senior Services is not exempt from the constant changes and challenges of senior living and services. Healthcare regulations and an explosive industry have made us quick to adapt this past year. These changes have come with lessons applicable to the future. We continue to face these challenges guided by our Christian Mission.

Paul Ogier CFO

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REPORT

Statement of Changes in Net Assets Operating Revenue (thousands) Resident Service Income $206,309 Amortization of Entrance Fees 4,412 Other 6,500 Benevolent Care (11,275) Interest Income 1,907 Net Assets Released 972 Total Operating Revenue 208,825 Operating Expenses 230,918 Operating Loss $(22,093) Other Income (Expense) Investment Income 6,656 Unrealized Gain (Loss) on Investments 4,895 Contributions 2,892 Other (5,177) Net Revenue Over Expense (12,827) Non-Operating Income 2,330 Increase (Decrease) in Unrestricted Net Assets $(10,497)

Balance Sheet Assets (thousands) Current Assets $29,901 Investments 203,685 Investments Limited as to Use 72,747 Land 71,347 Property Plant and Equipment 424,630 Other 8,230 Total Assets $810,540 Liabilities Current Liabilities $39,624 Long-Term Debt 462,820 Refundable Resident Fees 215,647 Capital Advances from HUD 36,386 Other Liabilities 19,482 Accrued Pension Cost 5,720 Net Assets 30,861 Total Liabilities and Net Assets $810,540


Senior Living Communities ST. LOUIS AREA

Breeze Park* 600 Breeze Park Dr. St. Charles, MO 63304 636.939.5223

Meramec Bluffs* 1 Meramec Bluffs Dr. Ballwin, MO 63021 636.861.0600

Laclede Groves* 723 S. Laclede Station Rd. St. Louis, MO 63119 314.968.5570

Meridian Village* 27 Auerbach Place Glen Carbon, IL 62034 618.288.3700

Mason Pointe* 13190 S. Outer Forty Rd. Chesterfield, MO 63017 314.434.3330

Richmond Terrace 1633 Laclede Station Rd. St. Louis, MO 63117 314.646.8000

CENTRAL MISSOURI

central illinois

Heisinger Bluffs & St. Joseph’s Bluffs* 1002 W. Main St. Jefferson City, MO 65109 573.636.6288

Concordia Village* 4101 W. Iles Ave. Springfield, IL 62711 217.793.9429

Lenoir Woods* 3710 Lenoir St. Columbia, MO 65201 573.876.5800

Lutheran Hillside Village* 6901 N. Galena Rd. Peoria, IL 61614 309.692.4600 *Includes REACH Short Stay Rehabilitation

Affordable Housing Centennial Plaza Apartments 4115 McPherson Ave. St. Louis, MO 63108 314.533.0550 Dunn Road Manor 3399 Dunn Rd. Florissant, MO 63033 314.830.2774 Halls Ferry Manor 8725 Halls Ferry Rd. St. Louis, MO 63147 314.388.1944

Hilltop Manor 11 Hilltop Village Center Dr. Eureka, MO 63025 636.938.3387

Madison Manor 207 N. Madison Ave. Lebanon, MO 65536 417.588.9633

Vernon Heights 550 Harwood Ave. Lebanon, MO 65536 417.532.9733

Hylton Point Apartments 5500 Maple Ave. St. Louis, MO 63112 314.361.4111

Rose Hill House I & II 225 W. Rose Hill Ave. Kirkwood, MO 63122 314.966.0747

Westfield Manor 7245 Westfield Plaza Dr. Belleville, IL 62223 618.233.5506

Hylton Point II Apartments 933 Belt Ave. St. Louis, MO 63112 314.361.1100

The Village at Mackenzie Place 8520 Mackenzie Rd. Affton, MO 63123 314.884.7900

Home and Community Based Services Home Health and Private Duty 314.963.3430

Hospice 314.446.2539

Living Safe Technologies 314.262.8224

Outreach Social Services 314.446.2475

Volunteer Money Management 314.446.2474

Good Neighbor Program 314.446.2471

LSS Living Foundation 314.262.8266

LSS Volunteer and Community Engagement 314.262.8206

LSS Living Foundation

2016 Board of Directors Rev. William Simmons Chairperson Kathleen Mueller Vice Chairperson Lee Bodendieck Secretary

Richard Bagy, Jr.

Harry Mueller

Diane Drollinger

Gary Olson

Karl Dunajcik

William Roth

Jeff Dunn

Rev. Dr. Scott Seidler

John Komlos

Sherri Strand

Dr. F. Matthew Kuhlmann

Scott Hartwig Assistant Secretary

Senior Leadership Team Rev. John Kotovsky President and CEO

Gary Anderson Chief Operating Officer

Paul Ogier Chief Financial Officer

Dale Kreienkamp Vice President of Human Resources

Lisa Norwine Vice President of Advancement

Mark Schoedel Vice President of Construction and Information Technology


Thank you

CHRISTIAN MISSION

1150 Hanley Industrial Ct. St. Louis, MO 63144 314.968.9313 LSSLiving.org

FOR SUPPORTING THE

OF LU T H E R A N SE N IOR SE RV IC E S

LUTHERAN SENIOR SERVICES serves a diverse population, living in diverse situations, experiencing diverse needs. Responding to those needs requires a multitude of hands working in a multitude of specialized fields. It is for this reason that LSS offers an array of interconnecting programs — a complete continuum of services designed to help older adults live life to the fullest whatever their belief tradition, economic level, or need may be. We stand poised for expanding and continuing this legacy of serving for generations to come.


— Larry Neeb, Donor Neeb Family Foundation

IMPACTREPORT

"Lutheran Senior Services is Christian love in action. I'm glad to be a part of that and to provide resources for seniors who are not able to afford them."


Serving

AS CHRIST

The LSS Living Foundation advocates for older adults. Inspired by the Christian Mission of Lutheran Senior Services — Older Adults Living Life to the Fullest — the LSS Living Foundation speaks to the shared concerns of the aging process. Through programs funded by generous donors, positive impact and support are given to those seeking a voice, a sense of well-being, purpose in life, and the need to be included. Offering an open invitation to serve seniors at a vulnerable time in their life, the LSS Living Foundation builds upon the generosity and support from all who understand the challenges associated with aging.

Project Wellness Project Wellness promotes healthy lifestyles at ten LSS Affordable Housing locations and in the surrounding community. Providing the use of a tele-health kiosk for self-monitoring of blood pressure, weight, and blood glucose, Project Wellness also includes the services of a parish nurse. This program was initiated by a generous $384,000 grant from the Lutheran Foundation of St. Louis to help older adults take control of their health.

“The kiosks, along with the parish nurses, have helped people better manage their health, leading to changes in lifestyle and behaviors. We're pleased to have been able to support this important program which has been a blessing to so many.” — Ann Vazquez, President and CEO Lutheran Foundation of St. Louis


WOU L D SE RV E Hospice

Benevolent Care

When care and compassion matter most, hundreds of families have trusted LSS Hospice. For families facing financial difficulties, the Hospice Memorial Fund supports private duty care or assists with the cost of funeral services. The Hospice Memorial Fund also provides services such as Music Therapy, Massage Therapy, and Pet Therapy which is not offered through Medicare but brings significant relief and support to familes.

As healthcare costs soar and people live longer on fixed incomes, what happens when their finances are exhausted? LSS provides more than $11.4 million annually in Benevolent Care to residents who, through no fault of their own, have outlived their resources. Allowing them to continue to receive the resources they need, Benevolent Care has been a blessing to those who were hopeless.

“Not only were the hospice staff and volunteers there for my mom, but they were equally there for me." — Judy Weber, Hospice Family Member

Senior Connections Thousands of older adults live in isolation, never receiving a single visitor. Senior Connections pairs relational volunteers with older adults to improve quality of life through meaningful oneon-one relationships.

“It’s wonderful to hear the news about the growth of the program and to see it flourish under LSS.” — Dick Fahey Catherine Manley Gaylord Foundation OLDER ADULTS LIVING LIFE TO THE FULLEST | 1


Resources

PROVIDED TO ASSIST

Outreach Social Services

Good Neighbor Program

A place to turn for assistance and education, Outreach Social Services empowers older adults to maintain an independent lifestyle.

For many older adults, additional help around the house is all that is needed to maintain independence. The Good Neighbor Program pairs older adults with caregivers at a reduced rate.

300+

Older adults receive assistance with utilities, medical equipment, and incontinence supplies.

1,300+

Older adults receive free educational information through the LSS speakers bureau. 2 | LSS LIVING FOUNDATION

200+

Older adults paired with independent caregivers for assistance with meal preparation; housecleaning; laundry; shopping and errands; companionship; help with bathing, dressing, and hygiene; and help with daily activities.

Aging Answers Elder Care Specialists at Lutheran Senior Services offer assistance in finding answers regarding aging.

900+

Older adults, family members, pastors, and members of the community receive education and assistance through this free LSS service.

314.446.2475

The phone number for Aging Answers where Elder Care Specialists answer questions regarding aging and resources for older adults.


O L D E R A D U LT S Chaplains Full-time chaplains offer pastoral care to older adults through prayer, personal visits, Bible studies, and worship services. Available 24 hours a day, LSS chaplains are specially trained to provide for the emotional and spiritual needs of older adults and their loved ones. In preparation for the next generation of chaplains serving in senior living communities, the LSS Living Foundation also supports Clinical Pastoral Education.

8,500+

LSS residents and their families and 3,000+ LSS staff members served by 18 chaplains.

306

Ministry chaplains have been trained through the LSS Clinical Pastoral Education (CPE) Program.

LeadingCare Scholarship In support of LSS employees, the LSS Living Foundation offers financial scholarships for clinical studies. Investing not only in the care given today, but the care given in the future, the LeadingCare Scholarship fund is dedicated to assisting employees with their educational goals in support of the LSS Christian Mission.

“The LeadingCare Scholarship has allowed me the ability to further my education in nursing, a goal I have been interested in pursuing for many years. I am thankful to work for an organization that offers these amazing programs to their team members and that values ongoing education.” — Rachel Travis, Scholarship Recipient

OLDER ADULTS LIVING LIFE TO THE FULLEST | 3


Thank You for Your Support The LSS Legacy Partners have made the LSS Living Foundation the beneficiary of an estate gift or a charitable gift annuity. The LSS Living Foundation has also established the Abundant Giving Society to recognize the generosity of our annual donors. Abundant Giving Society Recognition Levels Anchors of Hope

$100,000+ over lifetime

Ambassadors

$10,000+ annually

Advocates

$2,500 - $9,999 annually

Allies

$1,000 - $2,499 annually

Associates

$100 - $999 annually

Affiliate

$1 - $99 annually

Please visit LSSLiving.org/Giving to see your name on our Honor Roll of Donors.

Welcome Home The Home Conversion Program offers prospective residents the opportunity to receive a fixed income for life through a Charitable Gift Annuity by gifting their home to the LSS Living Foundation.

“That Lutheran Senior Services offers the Home Conversion opportunity is a God-send. I knew that I was just not up to doing the necessary upgrading and said, “YES” to Home Conversion”. Plus, how wonderful to also benefit Benevolent Care.” — Judith Hoffman, LSS Resident

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Giving

INSPIRES

Planned Gifts Bring Joy to the Donors and Serve the Future Needs of Older Adults “We are so grateful for the many services provided for residents that we have chosen to support the LSS Living Foundation. Not only have we shown our support with a charitable gift annuity, but also have planned a gift from our estate.” — Gus & Mary Gyaki LSS Legacy Partners


COURAGEOUS LIVING Volunteer and Community Engagement Volunteers have the opportunity to dramatically touch the lives of older adults and make a positive impact. The LSS Living Foundation welcomes individuals, churches, and corporations to honor, respect, and serve seniors whose hard work and self-sacrifice have paved the way for the next generation.

“It’s a matter of giving your time and talents. Anything I can do to bring the language of life into their lives brings me such joy. I love volunteering with older adults and building personal relationships with them."

The Need is Great. Our Reach is Wide.

— Lori Schlosser Volunteer

The need is great for many older adults. But the reach of the LSS Living Foundation is wide. I believe that together we will transform the aging process, educating and promoting the needs of those who have already given much of themselves to us.

7,000+ Volunteers

Our Christian Mission would not be possible without volunteers. Creating relationships with older adults, these volunteers give selflessly in a variety of ways that offer personal satisfaction.

75,000+ Hours

Together, the number of volunteers and their time given adds up! It’s a big number that shows the big impact made from serving older adults.

$1.78 Million

While it is very difficult to put a dollar value on volunteer time, LSS volunteers have given far more to our older adults in their love and laughter.

With a large aging population calling for help, there are so many opportunities to make an impact. Through your generous hearts, the LSS Living Foundation offers innovative programs and services so older adults can live life to the fullest! With gratitude,

Lisa K. Norwine Vice President of Advancement


Thank you

F O R I M PA C T I N G T H E L I V E S O F O L D E R A D U LT S

LSS Living Foundation | 314.262.8266 1150 Hanley Industrial Ct. St. Louis, MO 63144 LSSLiving.org/Giving

LSS Volunteer and Community Engagement | 314.262.8206

Lutheran Senior Services 2016 Annual Report  
Lutheran Senior Services 2016 Annual Report  
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