Connecting with Each Other ANNUAL REPORT 2019
Presbyterian Villages of Michigan Presbyterian Villages of Michigan 2020 Board of Directors OFFICERS William L. Ball, Chair W. Paul Rau, Vice Chair for Finance Henry Johnson, Vice Chair for Governance Carolyn Hastings, Vice Chair for Human Resources Johnnie C. Jackson, Vice Chair for Marketing Gwendolyn Parker, M.D., Vice Chair for Quality First James S. Gompers, Vice Chair for Risk Management Gary Ley, Vice Chair for Strategic Planning Roshunda Price, Secretary Brian W. Carnaghi, Treasurer Roger L. Myers, President & CEO Constance Garrett, Assistant Secretary DIRECTORS William L. Ball Roshunda Price Carolyn J. Hastings W. Paul Rau Kenneth L. Hollowell E. Kern Tomlin David A. Imesch Ex-Officio: Johnnie Jackson James S. Gompers Duane Lewis Roger L. Myers Gary Ley Director Emeritus, George B. Millush, Jr. Natalie Brothers Gwendolyn Parker, M.D. Ted Payne
Presbyterian Villages of Michigan Foundation 2020 Board of Directors OFFICERS James S. Gompers, Chair Robert R. Schroeder, Vice Chair Donald A. Lindow, Secretary Brian W. Carnaghi, Treasurer Paul J. Miller, CFRE, President, PVM Foundation DIRECTORS Linda Bomberski Lisa Machesky Brian W. Carnaghi Robert V. Peterson John Denler Robert Schroeder Elmer Dixon John E. Utley James S. Gompers Mark Wallace Paul Hubbard Michelle Williams Henry Johnson Ex-Officio: Thomas E. Kimble William L. Ball Duane Lewis Roger L. Myers Donald A. Lindow
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Presbyterian Villages of Michigan Executive Team Lynn Alexander Senior Vice President and Chief Marketing Officer Brian Carnaghi Senior Vice President of Finance and Business Development (CFO) Shannon East Executive Director, Lakeshore Senior Living Chelsea Eisele Executive Director, Vista Grande Villa Constance Garrett Senior Executive Assistant, PVM Jessica Gross Administrator, The Village of Rosebush Manor Mary Catherine Hannah Executive Director, The Village of Hillside and Perry Farm Village David Miller Vice President/Executive Director, The Village of East Harbor Paul Miller, CFRE President, PVM Foundation Roger Myers President and CEO Katrina Summersett Director of Risk Management and Quality & Corporate Compliance Officer Erica Thrash-Sall Executive Director, McFarlan Villages Michele White Executive Director, The Village of Westland
2019 ANNUAL REPORT
Thank you for taking a few minutes to review this report highlighting the solid advancement of PVM’s Mission in 2019. With everything that has since transpired across Michigan, our nation and the entire world, 2019 seems like it was many years ago. Nevertheless, it is fitting and proper to reflect on just the past year. PVM’s notable achievements in 2019 include: • Progress in achieving the 2019-2021 system-wide strategic directions and initiatives. • Progress made by the Low Income Housing Tax Credit (LIHTC) Task Force, resulting in final Board decisions to acquire full ownership of three LIHTC financed communities; Redford Villa (Redford), Oakland Woods II (Pontiac) and Lake Huron Woods (Fort Gratiot/Port Huron). • Continued planning for phase II development at East Harbor with expanded independent living accommodations and wellness center. • Increased resident occupancies at Westland, East Harbor and many other communities; and reaching 100% occupancy at Lakeshore Senior Living ahead of schedule. • Renewal of management agreements for McFarlan Charitable Corporation (Flint) and Delta Manor (Detroit). • LIHTC financing closed for University Meadows I (Detroit) in partnership with Develop Detroit. • Significant improvement in staff engagement results (participation rate and actual feedback). • Expansion of PACE Southeast Michigan (in partnership with Henry Ford Health System) with new Center opened in Sterling Heights and planning for new Centers in Eastpointe, Pontiac and future locations. • PACE Central Michigan (in partnership with Michigan Masonic Home in Mt. Pleasant) operational start-up and increased enrollments. • Engagement with the senior housing preservation collaborative efforts in Detroit, with increasing national recognition. • Expansion of CareSync Solutions LLC (a collaboration with Homestead Home Care and Advantage Living Centers) services and programs, including assumption of management responsibilities for the Same Address Program (of the AAA 1-B).
• Metro In-Home Solutions LLC (a collaboration with Jewish Family Service, Hartford Development Foundation and Southwest Solutions) completed an additional 20+ homes with major modifications through funding provided by Chemical Bank in conjunction with the Federal Home Loan Bank of Indianapolis. • Strong regulatory compliance performance with numerous state and federal agencies. • Strong advocacy in Lansing and Washington DC. • Planning for the next comprehensive state-wide campaign for the PVM Foundation; along with submission of multiple grant applications, building relationships with new foundations, strengthening relationships with existing foundations, expanding base of individual donors and strengthening overall stewardship • Unmodified (clean) opinions received for the independent financial audits of all entities. • All major system-wide events were effectively planned and executed. • Several presentations by PVM staff members at state and national meetings.
LEADERSHIP MESSAGE
Dear Friends and Stakeholders of PVM,
We invite you to stay in regular contact with PVM through social media, by visiting our website at www.pvm.org and by pursuing many of the other opportunities for you to become engaged with our Mission of service to communities across Michigan. PVM’s BHAG (Big Hairy Audacious Goal) continues to be… To make Michigan the best place to age by 2030. With YOUR continued engagement and support, PVM will persist in its efforts to make this happen. Much of what was done during 2019 represented successful movement toward that goal and positioned PVM well for further progress in 2020, our 75th anniversary year. Sincerely and with deep appreciation,
William L. Ball Chair - PVM Board of Directors
Roger L. Myers PVM President & CEO
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2019 HIGHLIGHTS
Presbyterian Villages of Michigan
“ None is more impoverished than the one who has no gratitude. Gratitude is a currency that we can mint for ourselves, and spend
without fear of bankruptcy.” – Fred De Witt Van Amburgh
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Connecting with Each Other PVM is pleased to provide our 2019 Annual Report. The theme is CONNECTING WITH EACH OTHER. It is well documented that one of the most important aspects of life is being connected with others and having a sense of belonging. Studies have even credited this sense of connection to assisting with the happiness index and longevity. One of PVM’s strengths is connecting with each other in many ways with residents, donors, volunteers, board members and staff. The scope of these connections go far beyond our over 30 communities via home and community based services, wellness, technology, and partnering with local regional, state and national communities/organizations. Providing a road map for the future of aging is foremost in our minds and actions while providing outstanding service excellence in all we do. That following pages include some major accomplishments and initiatives we undertook in 2019.
2019 ANNUAL REPORT
2019 HIGHLIGHTS
– Mission –
3,705
1,704
SENIORS SERVED THROUGH
SENIORS SERVED THROUGH
Housing & Wellness Programming
Home & Community Based Services
Guided by our Christian heritage, we serve seniors of all faiths and create new possibilities for quality living.
– Vision – To transform senior living and services and enhance the communities we serve.
– Core Purpose – Our faith traditions call us to create diverse environments, programs and services where seniors are able to achieve the best possibilities and purposes in life.
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2019 HIGHLIGHTS
Presbyterian Villages of Michigan
University Meadows In partnership with Develop Detroit, renovations began at University Meadows Village in Detroit’s Woodbridge neighborhood. It is a mixed-use, rehabilitation and new construction project which shows promise to be a major component in redeveloping an important neighborhood. Existing residents were vulnerable to displacement if it had been converted into market-rate apartments. In late 2019 work started to upgrade every apartment, replace all major systems, and install solar panels on the roof. The next phase will include mixed-income housing and retail. Future plans also call for enhancing resident services which include an examination room, gardening classes and other wellness and engagement programs.
Mayor Duggan addressing attendees at the grand opening. L to R: Roger Myers, PVM President & CEO; Sonya Mays, President & CEO of Develop Detroit; Mike Witt, Director, Asset Management at MSHDA; Mayor Mike Duggan; Jewel Ware, Wayne County Commissioner, District 2.
The Village of East Harbor
Grand opening ribbon cutting for Marguerite’s Restaurant at The Village of East Harbor.
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Marguerite’s Restaurant grand opening and ribbon cutting honored the legacy of Marguerite Nolan, a former resident who left a very generous bequest upon her passing. She did so in appreciation for the excellent care which she received for many years from the VEH staff. Marguerite was well-loved. No outfit was complete without a hat – and she had several! She was always dressed to the nines, even after she moved into nursing care. A display of some of her fashions and accessories is featured at the entrance of the restaurant. Her generous spirit will live on as residents, family members and friends gather for meals and fellowship. In addition, the newly constructed rehabilitation center created in an opportunity to further enhance services to East Harbor residents as well as expand our reach into the surrounding community. This focus is part of an overall plan for the campus of the future — bringing our vision to reality.
2019 ANNUAL REPORT
2019 HIGHLIGHTS
RIGHT: At the microphone are Roger Myers and Reva Wujcik, founding Redford Board member at The Village of Redford.
The Village of Redford
Doris and Don enjoy all that The Village of St. Martha’s provides being fully engaged in life. They attend all the events offered and give back to the Village and others on a daily basis.
Weinberg Green Houses® at Thome Rivertown Neighborhood A convening of aging services professionals from around the country was co-hosted on the Thome Rivertown campus along with the The Green House Project. This organization is the nationally recognized official body dedicated to “Revolutionizing care to empower lives...The Green House Project partners with senior living providers to create homes for elders that demonstrate more powerful, meaningful and satisfying lives, work and relationships.”
PVM’s founding campus celebrated renovation of its entire first floor at The Villa which included an updated community room. A longstanding vibrant member of the Redford community, the Village represents the past and the future of PVM. The addition of a service coordinator and enhanced services, along with new wellness programs, have also added value to the residents’ experience.
ABOVE: Mayor Bill Wild; Michele White, Executive Director of The Village of Westland; joined by staff and residents at the ribbon cutting for new units on the Westland campus.
The Village of Westland In order to meet the needs of present and prospective residents, The Village of Westland renovated a portion of its campus with additional studio apartments. This was done in response to surveys and requests made by local seniors. A modern look and proximity to a new satellite dining room has made for a very appealing option. The feedback has been very positive. Enhanced services and wellness programs have also contributed to satisfaction of residents. A ribbon cutting ceremony was held with dignitaries in attendance.
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2019 HIGHLIGHTS
Presbyterian Villages of Michigan
PACE Central Michigan
ABOVE, L to R: Mike Logan, CEO, Michigan Masonic Home; State Representative Daire Rendon; State Representative Roger Hauck; James McBryde, President & CEO, Middle Michigan Development Corp. LEFT, from L to R: Bob Brown, Executive Director, Region VII Area Agency on Aging; John Thorhauer, former CEO, United Methodist Retirement Communities; and Roger Myers.
RIGHT: U.S. Senator Gary Peters; Congressman Andy Levin; PACE Southeast Michigan CEO, Mary Naber; and Roger Myers joined by staff and dignitaries at the official ribbon cutting for the new center in Sterling Heights.
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PACE Central Michigan opened its doors to residents across multiple counties in central Michigan. Located in Mt. Pleasant, it is a partnership between Michigan Masonic Home and PVM. It joins an established network of 13 PACE locations throughout Michigan. The grand opening and ribbon cutting ceremony was attended by numerous dignitaries from around the entire state.
PACE Southeast Michigan Continued interest philanthropically and in the aging services arena has brought international attention along with convenings to focus on the future of aging in America. The expanded footprint geographically has allowed PACE Southeast Michigan to provide support and services to many more seniors who reside in Wayne, Oakland and Macomb counties. Many PVM residents utilize these services.
2019 ANNUAL REPORT
2019 HIGHLIGHTS
Village Victory Cup The 14th Annual Village Victory Cup was held in Novi. Supported by an army of volunteers, hundreds of residents converged at the Suburban Collection Showplace to compete in events that challenge body, mind and spirit. Their goal was to win the coveted Village Victory Cup for their community. The valiant winner displays the trophy throughout the entire year until a new victory is claimed. This event inspires participants to commit to fitness and wellness throughout the entire year via a number of events and classes. The Village of Oakland Woods captured the Village Victory Cup in spite of fierce competition! The Village of Oakman Manor seized the Spirit Award!
The Village of Oakland Woods won the 2019 Village Victory Cup.
Resident Spotlight: Helen Our residents spotlight shines on, Helen, a resident of The Village of East Harbor for many years. Helen was very active on the campus. She participated in the Village Victory Cup up until her 101st birthday! Even though she had limited eyesight Helen won medals shooting in the hoops competition. Helen loved theme parties and dressed up for every one of them! You would always find her with her Best Friend Dorothy guiding her to every event. On her tenth birthday she was given a 100th birthday balloon at a local restaurant; and the balloon ended up in the air. The next day it was spotted 2.5 miles in the treetops next to her apartment. We couldn’t believe the miracle. Sadly, Helen passed away recently; but her legacy lives on in all of us for an Aging Well Attitude!
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2019 HIGHLIGHTS
Presbyterian Villages of Michigan
PVM Governance Summit The Alzheimer’s Association hosted the annual PVM Governance Summit and co-presented with experts from the Michigan Assisted Living Association (MALA) on serving individuals with dementia. As a result of this collaboration and other meetings PVM has adopted the “Habilitation Model” of training which is sanctioned by the Alzheimer’s Association for all staff to assure quality and a system-wide approach for this fast growing segment of the population and an increased need for many PVM residents.
Presenter Brenda Roberts of the Michigan Assisted Living Association (MALA), and her husband, Mark, with his service dog, Sophie.
McFarlan Agreement Erica Thrash-Sall, Executive Director for McFarlan and members of the PVM Executive Team witness the signing of a management agreement with McFarlan Homes. Which renewed the agreement of 2016. Over the past several years our organizations have enjoyed a rewarding relationship which has produced continued outstanding results. In 2019 McFarlan Homes received the MCAL Pearl Award (Michigan Center for Assisted Living) for quality.
Diversity and Inclusion
LEFT: Erica Thrash-Sall, Executive director of McFarlan, Roger Myers, PVM President and CEO, surrounded by the PVM team, witnessing the continuing of the management agreement.
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A Diversity and Inclusion Week was held in October throughout the entire PVM system. Every Village and the PVM Home Office all participated. This week of activities and information sharing was hosted by the Diversity & Inclusion Council. The Council provides direction and policy recommendations on how to permeate PVM with a culture of Diversity and Inclusion. This includes mandatory training, education and information as well as selfassessment by every staff member.
2019 ANNUAL REPORT
FINANCE
Overall PVM Aging Services Network FINANCIAL POSITION NET ASSETS
NET ASSETS
$140,284,000
$135,064,000
LIABILITIES
LIABILITIES
$224,120,000
$219,959,000
TOTAL ASSETS
TOTAL ASSETS
$364,405,000
$355,023,000
AS OF 12/31/19
AS OF 12/31/18
OPERATING PERFORMANCE
EXPENSES
REVENUES
$181,016,000
REVENUES
$179,535,000
YEAR END 2019
$146,542,000
EXPENSES
$155,893,000
YEAR END 2018 11
FOUNDATION
Presbyterian Villages of Michigan
Making Life Better for Seniors Presbyterian Villages of Michigan Foundation Dear Caring Donor: At Presbyterian Villages of Michigan, your donations fuel forward progress. From large scale projects like the newly constructed rehab center at The Village of East Harbor to a chair yoga class. You, the caring donor, enable PVM to perform wonderful acts of kindness for older adults and the communities they call home. Without your donation, these things would not have happened… • A bed for a resident who couldn’t afford one • Respite care for an exhausted family member caring for their loved one • A day at the ballpark or zoo for seniors at risk of social isolation • Assistance with medical bills, utilities and other necessities like food and eyeglasses • Transformative programming like the Village Victory Cup – your support gives older adults the gift of play and competition! • A full-time chaplain and chaplaincy programing • Transportation to and from doctor’s appointments, the pharmacy, the grocery store and more • Emergency financial aid to a resident or front line staff member. Because of you the donor, Presbyterian Villages of Michigan can do so much good. Please continue or consider being a donor. You matter more than you know. THANK YOU!
Paul Miller President, Presbyterian Villages of Michigan Foundation PS: To see your donations at work. Visit the PVM Foundation Website at pvmfoundation.org. Very inspiring!
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2019 ANNUAL REPORT
STRATEGIC DIRECTIONS
System-Wide Strategic Directions and Initiatives 2019 – 2021 MISSION FOCUSED
TRANSFORMATIONAL
INVIGORATE RESIDENTIAL SETTINGS
• Assess & implement processes for new developments, agreements, affiliations & acquisitions • Assess the potential for restructuring select low income subsidized HUD funded communities • Plan & implement the restructuring of select mixed income/affordable tax credit funded communities • Investigate models of care to serve individuals not able to pay for assisted living and do not require a nursing home • Expand & renew East Harbor, Westland, Perry Farm, Oakland Woods & McFarlan
HUMAN CENTERED
PURPOSE ORIENTED
ACCELERATE GROWTH OF HOME & COMMUNITY BASED SERVICES (HCBS)
• Support & grow CareSync, Metro In-Home & care management programs • Participate in new collaborations with colleges, universities & vocational education programs • Identify, assess, select & implement new HCBS opportunities • Support & grow Program of All Inclusive Care for the Elderly (PACE)
Establish a technology group that will create, fund & implement system-wide initiatives:
STRENGTHEN SYSTEM THROUGH INVESTMENTS
DELIVER EVER-IMPROVING VALUE
• Achieve employer of choice designation • Improve operational & overall financial performance • Develop volunteer program • Raise more funds through system-wide engagement as part of the PVM Foundation strategic plan • Long-term capital plan that supports strategic plan directions & initiatives
TECHNOLOGY DRIVEN
• Assess, select & implement system-wide dementia care & memory loss philosophy & guiding principles • Constant improvement in resident, program and staff satisfaction results • Improvements in consumer engagement, support & loyalty • Improvements in results focused competencies in sales & marketing • Meet & exceed expectations of management agreement partners • Assess, select & implement transportation philosophy and guiding principles to serve our diverse communities
Living well; Education of residents & caregivers; Standardize and streamline information sharing; Support implementation at Village level
Create, fund & implement a PVM v4.0 technology plan that incorporates all initiatives and ensures deployment of up to date infrastructure
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AWARDS & ACCOLADES
Presbyterian Villages of Michigan
LeadingAge Michigan Awards LeadingAge Michigan was pleased to honor Don House, who recently retired as VP of Finance from PVM, with the Life Member Award at the 2019 Annual Awards Gala on Tuesday, May 21. The Life Member Award is presented to distinguished individuals who have made significant contributions to the field of aging services, creating a lasting and meaningful legacy. The nominee must have worked for a LeadingAge Michigan member and have retired from such employment. Other PVM employees were recognized with LeadingAge Michigan awards, including Carolyn Martin from The Village of East Harbor for Leadership in Action. Josie Villegas and Stefany Conrad, both from The Village of East Harbor, were recognized with Caring Spirit Awards. Each award winner was nominated by their peers and selected by an esteemed group of committee members among many nominations across the state. LEFT: Don House pictured with his wife, Becky; BELOW: Stefany Conrad, Melissa Freiburger, David Miller; Carolyn Martin, and Josie Villegas
PVM Shining Star Awardees PVM’s celebrated it’s 10th Annual Shining Star Award celebration by recognizing staff who have shown exemplary service and have personified all pillars of Service Excellence. The Shining Star Award Winner was Jonathan Hayes (pictured in photo above, left), Wellness coordinator at The Village of Oakland Woods. The other honorees included: DINING SERVICES
IN HOUSE SERVICES
Marilyn Kuebler The Village of Rosebush
Donna Case Lakeshore Senior Living
FIRST IMPRESSIONS
CARING SPIRIT
George Simmons Redford Villa/Cottages
Monique Conley Weinberg GreenHouses
MAINTENANCE SERVICES
LEADERSHIP IN ACTION
Mark Benoit The Village of Warren Glenn
Joe Mastaglio The Village of Perry Farm
ADMINISTRATIVE/TECHNOLOGY
SR. LEADERSHIP
Tyler Ducharme PVM Home Office
Audra Frye PVM Home Office
NURSING
Alisa Greenacre The Village of Rosebush
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2019 ANNUAL REPORT
The Senior Alliance Area Aging on Aging (TSA) of Western Wayne County recognized the leadership and service of PVM at their annual banquet with the Community Partnership Award.
The Association of Fundraising Professionals Paul Miller, President of PVM Foundation, was recognized with the Dr. John S. Lore Award for Outstanding Fundraising Executive by the Association of Fundraising Professionals.
BELOW: Avram Kluger, Chair of National Philanthropy Day; Diane Gulyas, President of the Association of Fundraising Professionals Greater Detroit Chapter; and Paul Miller, President of the PVM Foundation.
AWARDS & ACCOLADES
The Senior Alliance
Crain’s Detroit Crain’s Detroit recognized Lynn Alexander, PVM’s Senior VP and Chief Marketing Officer, as one of it’s Notable Women in Nonprofits, 2019. During 2019, Lynn also received the Innovator Award from the Oakland County Mediation Center and an Alumni Achievement Award from Defiance College.
The MPRO Governors Award of Excellence The Village of East Harbor was recognized with the MPRO Governor’s Award of Excellence. These prestigious awards recognize healthcare providers for their dedication to improving healthcare quality and patient safety in Michigan.
Holleran Highest Honors The Village of Rosebush Manor was honored by Holleran, a nationally known expert in quality improvement, in recognition of the exemplary work in providing the highest levels of engagement for it’s employees in 2019.
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PVM Serves Seniors in Villages and Communities throughout Michigan
Alpena Alpena Pines 989.278.4250 Battle Creek The Village of Mill Creek 269.962.0605 Bay City The Village of Hampton Meadows 989.892.1912 Chesterfield The Village of East Harbor 586.725.6030 Clinton Township The Village of Peace Manor 586.790.4500
Detroit Delta Manor 313.259.5140 Hartford Village 313.270.9700 The Thome Rivertown Neighborhood 313.259.9000 The Village of Bethany Manor 313.894.0430 The Village of Brush Park Manor Paradise Valley 313.832.9922 The Village of Harmony Manor 313.934.4000 The Village of Oakman Manor 313.957.0210 The Village of St. Martha’s 313.582.8088 The Village of University Meadows 313.831.6440 The Village of Woodbridge Manor 313.494.9000
Villages* PACE Southeast Michigan**
Harbor Springs
PACE Central Michigan***
Onaway Alpena
* Some villages and programs are in collaboration with other organizations ** In collaboration with Henry Ford Health System *** In collaboration with Michigan Masonic Home Rosebush
Bay City
Fort Gratiot Township
Flint Holly
Kalamazoo
Battle Creek Jackson
Chesterfield Clinton Township Township Pontiac Warren Redford Westland
Detroit
St. Clair Shores
Dearborn Gibraltar
For more information about a Village near you visit www.pvm.org or call 248.281.2020
Embrace the Possibilities
Flint McFarlan Villages 810.235.3077 Fort Gratiot Township The Village of Lake Huron Woods 810.385.9516 Gibraltar The Village of Gibraltar Manor 734.676.4802 Harbor Springs The Village of Hillside 231.526.7108 Perry Farm Village 231.526.1500
Holly The Village of Holly Woodlands 248.634.0592 Jackson The Village of Spring Meadows 517.788.6679 Vista Grande Villa 517.787.0222 Kalamazoo The Village of Sage Grove 269.567.3300 Onaway Lynn Street Manor 989.733.2661 Pontiac The Village of Oakland Woods 248.334.4379 Redford The Village of Redford 313.541.6000 Rosebush The Village of Rosebush Manor 989.433.0150 St. Clair Shores Lakeshore Senior Living 586.218.6228 Warren The Village of Warren Glenn 586.751.5090 Westland The Village of Our Saviour’s Manor 734.595.4663 The Village of Westland 734.728.5222 COMMUNITY-BASED SERVICES
PACE Southeast Michigan: Serving all of Macomb county, and most of Wayne and Oakland counties 855.445.4554 PACE Central Michigan: 833.532.6981 CareSync Solutions 248.773.4550 Metro In-Home Solutions 313.297.1342 Bay Connect 231.526.7108