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McKendree Village Foundation Board Orientation

McKendree Village Foundation Board Orientation. McKendree Village. Tennessee’s largest continuing care retirement community Founded in 1963 Affiliated with Vanderbilt University Medical Center Maintains a covenant relationship with the Tennessee Conference of the United Methodist Church

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McKendree Village Foundation Board Orientation

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  1. McKendree Village Foundation Board Orientation

  2. McKendree Village • Tennessee’s largest continuing care retirement community • Founded in 1963 • Affiliated with Vanderbilt University Medical Center • Maintains a covenant relationship with the Tennessee Conference of the United Methodist Church • Licensed by the State of Tennessee • Accredited by the Joint Commission (JCAHO) • EAGLE accredited

  3. McKendree Village Mission Statement To provide quality retirement living and health care services for senior adults in a secure, Christian environment.

  4. McKendree Village Vision Our Vision … • To be the first choice for those seeking excellence in Christian retirement living, long term services and referral information for Middle Tennessee senior adults and their families • To be the employer of choice for those who wish to provide quality services for senior adults in Middle Tennessee • To be the primary source for the church community in Middle Tennessee in the planning and providing of services to meet the needs of senior adults • To be a quality center for the practical training of retirement living and senior health care professionals in cooperation with educational and medical institutions in Middle Tennessee

  5. McKendree Village Values Our Values … • Christian compassion • Honesty and truth • Mutual respect for all persons • Quality service at competitive cost • Preservation of confidentiality and personal dignity • An atmosphere of health and well being, hope and joy • Teamwork, supporting and championing each other’s success • Effective and efficient business operation • Practical experience and training for our staff and others

  6. McKendree’s Methodist Relationship • Founded by the Tennessee Conference • Covenant relationship with the Tennessee Conference of the United Methodist Church • One-third of donations to McKendree Village have come from theconference and the Golden Cross offering (churches and members)to support benevolent care

  7. McKendree’s Vanderbilt Relationship  Affiliated with Vanderbilt University Medical Center in 1998 • Representation from Vanderbilt on the McKendree Village Inc. Boardand Vanderbilt guarantee of McKendree bonds • Management, health and education benefits to McKendree and its residents

  8. Overview of Corporate Structure Tennessee United Methodist Church Vanderbilt University Village Board of Directors McKendree Senior Care, Inc McKendree Village Inc. McKendree HUD Boards (four) McKendree Management Group, Inc. Foundation Board of Directors McKendree Foundation, Inc. McKendree Arbors, Inc. McKendree Oaks, Inc. McKendree Lambuth, Inc. McKendree Oaks II, Inc.

  9. McKendree Village Profile Independent Living Cottages40 homes, ranging from 1,100 to 3,000 square feet Towers • Fifteen different floor plans – 256 apartments • Services include: • Dining room • Chapel • Indoor swimming pool and wellness facilities • Medical clinic • Bank • Pharmacy • Beauty shop

  10. McKendree Village Profile Assisted Living Manor • 88 apartments • Allow residents independence but can add additional services • Memory care center to work with residents with memory care needs Health Center • 300-bed facility • Six levels of care including advanced, intermediate, Alzheimer’s and skilled nursing care • Private and shared accommodations

  11. McKendree Resident Profile • 650 residents • Average age - 84 “This is a friendly community with many talented, educated residents that share and enrich our lives with music, arts, and literature. Everyone is friendly, having genuine concern for their neighbors, but are not intrusive. The concerns that come with property ownership and maintenance are exchanged for the security of a safe environment.” Louise Short McKendree Village Resident

  12. McKendree Village Profile • 42 acre campus • $43.7 million physical plant • $24 million budget • 350 employees

  13. HUD Communities McKendree Affordable Housing Communities are independent living apartment developments for low income senior adults. McKendree Village currently sponsors developments in:  • Gallatin • Springfield • Savannah (two) • Lewisburg (proposed)

  14. McKendree Village Ministry At McKendree Village we have a special ministry of continuing care that is distinguished by our strong Christian heritage. We offer our residents retirement living and health-care services in a secure, friendly environment. In all that we do, we keep the ultimate goal of making McKendree home to our residents in mind. It is a caring place where they can live and grow and share their lives with others. Mary Anna WomeldorfPresident & CEOMcKendree Village, Inc.

  15. Benevolent Care • For residents who have exhausted their resources • 16% of residents receive Benevolent Care • Total benevolent care provided • FYE June 30, 2002- $911,109  FYE June 30, 2003- $1,202,262  FYE June 30, 2004- $1,635,669 (estimate) • FYE June 30, 2005- $2,069,074 (estimate) A husband and wife were recipients of benevolent care. He said, “It is hard for me to know that someone else is helping pay my bills, but it does relieve so much of my worry. I can be more cheerful around my wife. We still enjoy times together when she has a good day.” His daughter has noticed a positive change in him since the burden of debt had been eased. She said “he hates to see Momma in her condition, but we are so grateful to McKendree Village and the people who give to the Golden Cross fund for benevolent care. I don’t know what we would have done without it!”

  16. Pastoral Care • Provides life enrichment for McKendree residents, including: • Visiting with residents • Counseling • Special activities • Worship services • Prayer support • Bible studies • Singing • Devotions • Pastoral Care’s future depends on an endowment to grow staff through educational partnerships, internships and chaplain programs, so as to meet the needs of McKendree residents and families. • McKendree is a member of the Clinical Pastoral Care Partnership with Vanderbilt University Medical Center, Baptist Hospital and St. Thomas Hospital, providing pastoral interns to McKendree Village.

  17. McKendree Village Foundation • Fundraising arm of McKendree Village • Partners with donors to provide for • Benevolent care and ministry needs of residents • Capital needs of the village • Needs for generations to come through the endowment • Founded in 1998 • Separate support organization • Independent board

  18. McKendree Village Foundation Mission The McKendree Village Foundation exists to identify, cultivate, solicit, and recognize individuals, corporations, and foundations whose charitable contributions support the operating budget, capital, and endowment needs of McKendree Village, Inc., for the benefit of senior adults.

  19. McKendree Village Foundation Income FYE June 30, 2003- $859,314 in donations • 48% Planned gifts and estates • 21.7% Tennessee Methodist apportionment • 14.3% Golden Cross offerings and donations • 6% Village appeals and Bell Trees of Christmas • 4% Charitable Gift Annuities 4% 6% 14.3% 48% 21.7%

  20. Foundation Transferred to Village FYE June 30, 2003 - $785,277 total • $684,778 Benevolent Care • $19,367 Small capital/special projects • $81,131 Capital projects

  21. McKendree Village Foundation Expenses $273,504 FYE June 30, 2005  • Printing/postage            $52,000       19.1% • Professional Services    $49,000   17.9% • Office Space                 $18,300       7.7% • Salaries                        $108,273      39.6% • Other                            $51,600        18.9% 18.9% 19.1% 17.9% 39.6% 7.7%

  22. McKendree Village Foundation Staff Bill Black Executive Director Judy Rimer Administrative Assistant

  23. McKendree Village Foundation Funds • $1,935,804 Benevolent Care Endowment Account • $1,083,018 Board Designated Account • $1,083,018 Charitable Gift Annuities Account

  24. McKendree Village Foundation Development Outline • Annual Fund • Golden Cross Campaign • Methodist Conference support • Bell Tree • Capital Projects • Planned Giving “I love my neighbors and the staff at McKendree. I felt welcome and at home the first time I set foot in the door. The sense of community is strong, and the friendships I’ve made make every day a pleasure. McKendree is special because of the beautiful surroundings and the Christian atmosphere.” Nan Mintmire McKendree Village Resident

  25. Service and Leadership Standards for Board • Board Meetings • Participate in at least 50% of quarterly board meetings • Committees • Serve on at least one committee • Giving • Personally invest in the ministry of McKendree Village • Ambassador • Representatives and goodwill ambassadors • Counsel in planning and direction • Provide leadership and counsel in the foundation’s direction • Fiduciary Duties • Oversight and accountability for assets and operations

  26. Contact At Any Time Mary Anna Womeldorf President and CEO McKendree Village Bill Black Executive Director McKendree Village Foundation Willie McDonald Chair McKendree Village Foundation

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