McLaren Northern Michigan Foundation 2017 Annual Report

Everyone has a story...

ANNUAL REPORT 2017

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Everyone has a story.

Here at McLaren Northern Michigan Foundation, we love to hear a good story.

Whether it’s your story or one from a patient you’ve helped, each story reminds us of why we’re here—to help you make an impact in patients’ lives.

Each of you has a story of what inspired you to give, why you value quality health care, or how your parents taught you that giving back is “just the right thing to do.”

Each of our patients has a story too—of how an important procedure saved his or her life, how a nurse managed his or her care perfectly, or how a doctor’s expertise made the difference between living and living life to its fullest.

These stories are worth sharing, because each one tells the greater story of our community: a collective of individuals, families, friends, and neighbors coming together to do what’s best for everyone.

We’re sharing just a few of those stories with you in this report—though there are hundreds more—in the hopes that you will be reminded of how you are impacting people, making a difference, and changing lives for the better.

Thank you for allowing us to be a part of your story.

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Dear Friends, Thank you for making McLaren Northern Michigan Foundation and McLaren Northern Michigan what they are today. Your generosity enabled the Foundation to disburse more than $4.1 million in 2017 to support health care and wellness in communities throughout northern Michigan.

We are grateful to all of you for giving so generously of your time and resources. These pages share only a fraction of the many ways your gifts have made an impact. Your gifts continue to strengthen our health care network, and allow us to continue to serve our patients just as we would our own family members. Thank you!

With sincere gratitude,

Elise F. Hayes Board Chair

Patrick J. Schulte, CFRE Vice President & Chief Development Officer

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WHO WE ARE The McLaren Northern Michigan Foundation is a supporting organization of McLaren Northern Michigan.

Both are 501(c)(3) nonprofit organizations committed to providing quality health care in northern Michigan.

OUR MISSION To receive and administer funds to support the mission of McLaren Northern Michigan and support programs that enhance the well-being of the community.

OUR PROMISE You will have unwavering confidence that your gift will be optimized to provide superior patient care and knowledge that your generosity will impact you, your family, and your community for generations to come.

CONTACT US We would love to meet with you or send you more information about how you can make an impact.

Please contact us at: McLaren Northern Michigan Foundation 360 Connable Ave., Petoskey, MI 49770-2272 (231) 487-3500 mclaren.org/NorthernMichiganFoundation

AREAS WE SUPPORT Boulder Park Terrace McLaren Adult Day Center McLaren Home Care & Hospice - Cheboygan/Otsego Region and the Cheboygan Hospice House -Petoskey/Emmet Region and the Hiland Cottage -Rogers City/Alpena Region McLaren Northern Michigan -Cheboygan Campus -Petoskey Campus

2018 McLAREN NORTHERN MICHIGAN FOUNDATION BOARD OF TRUSTEES Elise F. Hayes, Chair | Robert (Ham) Schirmer, Vice Chair | Matthew J. Frentz, CPA, Treasurer | Miriam Schulingkamp, Secretary Kal Attie, MD | Robbie Buhl | Murray A. Cotter, MD, PhD | Steven C. Cross | Arthur G. Hailand, III | Patrick Leavy Marilyn Kapp Moran | Deborah K. Nachtrab | Julia M. Norcross | James Schroeder, PhD | Darcie Sharapova, MD | Tracy Souder Pamela L. Wyett | David M. Zechman, FACHE, President & CEO, McLaren Northern Michigan Patrick J. Schulte, CFRE, Vice President & Chief Development Officer, McLaren Northern Michigan Foundation

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“Wendy was so kind to all of us when we were probably the most frightened and scared. She was like a ray of sunshine encouraging us.”

—Shelly Sexton, donor (pictured on front cover)

John Sexton and Wendy Szymoniak, CCRN, RN

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A STORY OF

healing

On September 14, 2017, John Sexton suffered a heart attack and was taken to the intensive care unit (ICU) at McLaren Northern Michigan. Because his body was without oxygen for so long, doctors put him in a hypothermic state. During this time, ICU nurse, Wendy Szymoniak, CCRN, RN, showed extraordinary care and concern for John and his family.

“We had so many questions,” said John’s wife Shelly (who works in transport at the hospital), remembering that day. “Wendy was absolutely amazing. She came in early to see him, and she never seemed to get tired of answering our questions.

She was always explaining things, and she kept saying ‘Don’t give up hope!’“ After several days in the hospital, John did recover and was eventually released to go home. Shelly and John wanted to find a way to thank Wendy for the hope and care she had given them during his stay. They decided to make a Guardian Angel donation to McLaren Northern Michigan Foundation in Wendy’s honor.

The Guardian Angel program allows patients and/or their families to recognize McLaren Northern Michigan colleagues for excellent care. Colleagues receive a certificate of recognition and a Guardian Angel pin. The donation supports programs and services that will help future patients.

On Wendy’s Guardian Angel certificate, Shelly wrote: “Through such a difficult time, Wendy was a guiding light for our family in helping us understand all that was going on. Wendy treated my husband with compassion and care. She was a beacon of hope when things looked bleak…We are forever grateful!”

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118

GUARDIAN ANGEL AWARDS

In 2017, more than 50 of you honored your caregivers with 118 Guardian Angel awards. Thank you for expressing your gratitude to those who helped you during a hospital visit or through hospice care. Some of you gave $25, some of you gave $10,000—whatever the amount, the impact you had on staff and future patients was profound.

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A STORY OF

2,647 DONORS

giving

Webb and Jan Martin have a long relationship with McLaren Health Care. Webb was born at the original McLaren Hospital (then called the Flint Women’s Hospital) in Flint, Michigan in 1944. The couple had their two children at McLaren Flint, and Webb has since had two surgeries at McLaren Northern Michigan in Petoskey. They’ve been donors to the McLaren Northern Michigan Foundation since 2004.

Your donations purchase new equipment, provide patients with care they wouldn’t otherwise receive, and enable clinical and non-clinical staff to gain higher education.

Your donations do that and so much more. Thank you to those of you who give year after year and to those of you who gave for the first time in 2017. Your gifts touched hundreds of lives.

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“One reason we give is that we believe in paying it forward,” said Webb. “We pay it forward because we want everyone in our community to have access to great health care, and we pay it back because we’re grateful for the quality health care we have received here.”

Giving and serving have always been important to the Martins. Between the two of them, they have volunteered for more than 30 community organizations spanning the globe from Flint to Detroit to Hawaii to here locally. Webb has served on the boards of multiple community foundations and other organizations, and Jan’s work has centered on women and children.

“Giving back is really a way of life for us,” said Jan. Another reason the Martins choose to give is simply “because we can, and if we can, we should,” said Webb. “We’re not wealthy or particularly affluent, but we feel giving is important, and we’ve found ways to be able to do it. We believe in helping our community to be a better place to live for everyone, which is what philanthropy is all about.”

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Jan and Webb Martin

“We believe in helping our community to be a better place to live for everyone, which is what philanthropy is all about.“ —Webb Martin, donor

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Dalton Miranda, MD

“I hope that donors truly understand that their money is used to create care that is not common or easily replicated in rural areas. The ability to do what we do is based on their funding.� —Dalton Miranda, MD, Cardiology Services

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A STORY OF

$618,000 INVESTED IN CARDIOLOGY SERVICES

Your gifts drive world-class health care with investments in technology, talent, and equipment that have earned our hospital a host of recognitions and awards for clinical excellence, patient safety, and outcomes.

In December 2017, McLaren Northern Michigan was named one of the Top 50 Cardiovascular Hospitals in the U.S. by IBM Watson Health. Thank you for making cardiology services a priority.

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gratitude

Dalton Miranda, MD, went to medical school to become a pediatrician, but halfway through his clinicals, he was fascinated by the heart. He decided to study cardiology, and has dedicated the past 12 years to working in that field.

Dr. Miranda and his wife, Laura, both originally from Brazil, were living in Florida when he was recruited to come to northern Michigan. “We saw it as a great adventure,” he said. “Of course, we visited in June, so it was beautiful.” But the couple came to love the area, even the snow—which Laura had not seen until they moved up north. Now they have four children, and are committed to the area and to the hospital. One thing Dr. Miranda appreciates is the community atmosphere in an environment of excellence.

“We have the best of both worlds,” he said. “We are a small community hospital that has the technology and resources that a large hospital does.

We can provide advanced care that normally is not available in small towns,” he said.

Dr. Miranda runs the heart failure clinic, which saw 502 patients last year.

The program is part of the full spectrum of cardiology services offered at McLaren Northern Michigan, which was named one of the Top 50 Cardiovascular Hospitals in the U.S. in December. Your contributions to cardiology services totaled more than $600,000 in 2017, including major and minor medical equipment that keeps the department state-of-the-art.

“I hope that donors truly understand that their money is used to create care that is not common or easily replicated in rural areas … Other rural hospitals struggle, but we have the ability to provide advanced technology, research, and care. It’s a big thing,” said Dr. Miranda.

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Numbers tell the story Fiscal Year 2017: Oct. 1, 2016-Sept. 30, 2017

In fiscal year 2017, 2,647 donors generously gave contributions totaling $17,272,639 to support programs and building projects.

Investment earnings from our restricted funds and endowments earned $2,639,618.

Expenses totaled $2,499,666, and included $1,120,432 in fundraising and $1,379,234 in management and administrative costs.

Our cost to raise a dollar was $0.14.

Our return on investment was $6.95 for every $1 spent on fundraising and management and administrative costs.

Capital Campaign In 2017, we launched the leadership phase of a Capital Campaign to support the Building the Future of Health Care Project of McLaren Northern Michigan. This transformative project will expand and renovate the Petoskey main campus facilities. Over $13,476,692 was contributed towards the project in cash gifts and pledges by September 30, 2017.

For more information about the campaign and how you can participate, please contact Julie Jarema, Senior Director of Development, at (231) 487-4811.

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Financials REVENUE

Contributions VitalCare Grants* Investment Earnings TOTAL REVENUE

EXPENSES

Fundraising Management & Administrative Grants & Contributions Disbursed (see pie chart below) TOTAL EXPENSES

FY 2016

FY 2017 $17,272,639 $92,967 $2,639,618 $20,005,224

$4,520,476 $62,492 $2,721,544 $7,304,512

$1,120,432 $1,379,234 $4,149,383 $6,649,049

$1,195,904 $687,563 $3,482,623 $5,366,090

Our foundation is viable and strong, with net assets of over $41 million.

NET ASSETS

Unrestricted Funds Restricted Funds (including Capital Campaign Commitments) Permanent Endowment Funds TOTAL NET ASSETS

$12,650,741 $19,826,046 $8,959,654 $41,436,441

$9,353,619 $10,534,851 $8,284,763 $28,173,233

*Contributions were paid directly to the VitalCare Adult Day Center but were raised by the Foundation staff.

For a complete copy of our audited financial statements, please contact our office.

In 2017, we disbursed $4,149,383 to McLaren Northern Michigan and its affiliates.

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$4,149,383

Your gifts supported in programs and services in 2017.

Your gifts impacted thousands of patients last year. Here’s a breakdown of how some of your contributions were utilized in 2017. For a complete list of disbursements and funds, visit our website: mclaren.org/NorthernMichiganFoundation.

Major Medical Equipment: $847,143

Patient Assistance: $186,164

Providing the best patient care is our goal, and to do that, we need the best equipment. Your gifts helped purchase a new digital mammography machine, state-of-the-art cardiology equipment, an ultrasound machine for the Emergency Department, equipment for the new Cath Lab, a portable fetal heart monitor, and more.

When patients can’t afford to get to their treatments, you step in to help. Your gifts provided gas cards, lodging, meal vouchers, prescription refills, medical equipment, and more for over 850 patients.

Minor Medical Equipment: $621,270 Everything “minor” has a “major” impact on patient care.

Your gifts helped purchase supply carts, vital sign machines, patient label makers, cord caddies for monitor cords, fetal heart monitor supplies, shower chairs, exam lights, wheelchairs, and much, much more.

Your gifts allow us to provide comfort and care for patients facing end-of-life. Donations support operating expenses for Hiland Cottage Hospice House, Cheboygan Hospice House, the Adult and Child Bereavement Programs, property maintenance, and general hospice needs for all of McLaren Home Care & Hospice Northern Michigan (formerly VitalCare), which serves northern Michigan and the Eastern Upper Peninsula.

Trauma Center: $311,567

Educational Scholarships: $251,730

McLaren Northern Michigan is in the process of achieving a Level II Trauma Designation to better serve our region in emergencies. Your gifts provided needed funds to develop new systems and procedures to triage, diagnose, and treat patients who come to us with trauma injuries.

We value education and offer scholarships to all of our clinical and non-clinical colleagues for conferences, certifications, and higher education courses. In 2017, your contributions resulted in 229 scholarships given.

Cheboygan Campus: $45,016 The Cheboygan Campus remains an important part of our service to patients. In fiscal year 2017, your gifts helped purchase a telemetry monitoring system for cardiac rehab, surgical eye instruments for the Operating Rooms, patient information boards for surgery, as well as furniture, artwork, curtains, and an infusion pump for the Infusion Center.

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McLaren Home Care & Hospice: $549,376

Oncology: $421,742 Providing care and comfort for those diagnosed with cancer is a priority. Your generosity helped fund Patient Navigators who support patients in understanding their care and treatment plans. Your gifts also underwrote cancer support groups for patients and their families, mammography Bella Blankets for comfort during mammograms, as well as food supplements and recliners for the Walstrom Flint Infusion Center.

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Shannon Clark, CNA, cares for Edna Paquin, a patient at Hiland Cottage Hospice House in Petoskey.

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Thank you to our nurses, doctors, technicians, donors, and friends.

Writing the story for the future...

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Every gift changes someone’s story.

Every gift is important, and every contribution makes a difference for patients throughout the McLaren Northern Michigan health care network. You’ve been a part of changing lives and changing stories, and we are grateful.

If you’d like to make a deeper impact, there are multiple ways to do so: ● Return a gift with a check or credit card information in the envelope provided. ● Realize significant tax advantages by giving appreciated stock or giving through your IRA. ● Establish a tribute to a loved one by creating a designated fund or giving a memorial gift. ● Create a lasting legacy by establishing an endowment fund or by making a gift through your will or estate plan. ● Give online: mclaren.org/NorthernMichiganFoundation/giving All gifts to McLaren Northern Michigan Foundation stay local and support programs and services that benefit our community. Thank you for choosing to change lives.

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360 Connable Ave. Petoskey, MI 49770-2272 (231) 487-3500 mclaren.org/ NorthernMichiganFoundation

Thank you.

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