2016 Kerby Centre annual report

Annual Report 2016 Healthy Aging

Kerby Centre Board of Directors

Zane Novak President

Zane Novak, President Hank Heerema, Past President Richard Parker, Vice President Donna Gee, Treasurer Richard Hehr, Secretary Dixie Bain, Director Gary Ellis, Director Philip Dack, Director Marion Narum, Director Tara Weber, Director

Our Mission To assist older people to live as well as possible for as long as possible as residents in the community.

Our Vision A happy, healthy senior population.

Message From Zane Novak, President of the Kerby Centre Board Kerby Centre celebrates another year of encouraging and supporting older adults as they seek growth, social engagement, and health.

Our community is stronger when we create bridges and shared experiences.

From those joining Spanish language conversation groups, It was an honour to take over as to those taking ukulele, to the Board President in 2016 and help groups who meet for a coffee lead this remarkable organization before their classes, Kerby Centre through its next stage of growth. is a home for new friendships and shared interests. It is a place filled In 2016 the Board of Directors with laughter, learning, and living approved Kerby Centre’s new your best life. three-year strategic plan. The plan creates a guide for how Kerby Centre has grown and Kerby Centre will grow in four key evolved throughout its storied areas – Quality, Sustainability, history. As our community has Accessibility, and Adaptability. grown and embraced change so have we. 2017 we are certain, Each of these four areas form will be an extremely exciting year Kerby Centre’s core mission of for all who are involved with this assisting older adults to live well amazing organization. as residents in the community.

We fully anticipate that growth We take great pride in creating and looking to how we can best this space and atmosphere for serve and fulfill the needs of our Calgarians of all backgrounds to changing adult community will join together in social activities. put Kerby Centre at the forefront

of not only Calgary but the entire Province.

I know that 2017 and beyond will be one of the most exciting periods in Kerby Centre history. The Board and staff are dedicated to the growth, challenges, and changes that lay ahead.

This is a partnership that is built on the strength of many, not just a few. We look to our staff, our members, our volunteers, and our ever-expanding community to achieve success in Kerby Centre continuing to lead the way in supporting our older adult community.

On behalf of the Board of Directors, thank you for being part of Kerby Centre’s community. We look forward to you including us in your plans for an active and healthy lifestyle.

Message From Luanne Whitmarsh, Kerby Centre CEO 2016 was a year of uncertainty for Calgary and Alberta. However, Kerby Centre demonstrated growth in every area. Older adults continued to choose Kerby Centre as their destination to learn, exercise, be creative, participate, laugh, and seek support and safety.

The approximately 25,000 unique older adults who visited in 2016 tell us that we help, we support, we make safety plans, we help them smile and we make a difference in their lives –for this we are grateful to be there… day in and day out!

In May, Kerby Centre began a partnership with Alberta Health Services – Geriatric Mental Health. Ten older adults who are transitioning from acute care back to the community have the opportunity to transition to Kerby’s ‘Pathways’ program.

In Pathways, the older adults are supported to regain their confidence for community living – this has been a very positive partnership and the older adults who choose this support are reporting that their transition is more successful!

We continued to work towards our goal to relocate Kerby Centre this year. We have completed many of the due diligence projects while continuing to evaluate many properties for appropriateness.

We are evaluating a potential property and more information will come out as we come closer to presenting the model to everyone!

At this time I would like to thank all of the contributors to this project – we would not be as far along as we are without you all!

The theme of ‘wellness’ is a significant focus for us all. Kerby Centre is a proud partner in your wellness – physical, mental, social, intellectual, emotional and occupational. We are working every day to provide you the opportunity to move more, eat right, stress less, breathe easy, and live well. Additionally, we are always open to hear from you what programs, services and events you would like us to consider to enhance your life.

Contact me anytime – my door is always open.

Be well, engage, give back, and live your most authentic life!

Kerby Centre’s 65 Staff and 635 volunteers provide exceptional support and services for older adults.

Kerby Centre is respresented on a wide variety of outside committees and boards. Among them are: Age Friendly Calgary Alberta Association of Seniors Centres Alberta Council for Women’s Shelters Alberta Health Services Patient First Strategy Alberta Network of Seniors Related Organizations Alberta Poverty Reduction Community of Practice

Kerby2: East Village continues to engage the nearby older adult community. This photo shows the annual Neighbour Day celebration.

Calgary Domestic Violence Collaborative Calgary Seniors Housing Forum Creative Aging Calgary Dementia Friendly Communities East Village Seniors Service Committee Elder Abuse Response Team Financial Literacy for Older Adults Immigrant Seniors Advisory Committee Older Adult Council of Calgary

Kerby Centre promotes activity and engagment of both mind and body.

As well as physical activities, Kerby Centre also partnered with authors, artists, and others to get older adults sparking their creativity and energy.

Kerby Centre launched “Pathways�, a partnership with Alberta Health Services Geriatric Mental Health to assist older adults in transitioning from acute care back into the community.

Kerby Centre partnered with Makami College to provide free massages for attendees at the Kerby Expo.

The Kerby Expo in October drew over 1,000 attendees who took part in learning, entertainment, and activities.

The Expo is Kerby Centre’s signature event and features 60 tradeshow booths as well as live music and educational presentations.

Kerby Centre frequently connects with media on stories affecting older adults in Alberta and across the country.

In this photo, legendary Calgary reporter/ anchor Daryl Janz chats with Kerby Centre CEO Luanne Whitmarsh between interviews for a spotlight on a Kerby Centre volunteer.

Prime Minister Justin Trudeau took a few minutes out of a morning of meetings at the Centre to meet Kerby Centre staff and board.

Fundraising Events

Kerby Centre was honoured with a visit from Gail Vaz-Oxlade, one of Canada’s most successful and respected financial writers. Over 80 people listened to Gail’s no-nonsense financial advice.

Team Kerby participated in the Scotiabank Calgary Marathon, raising funds to help support our Education and Recreation Department.

In November we enjoyed a very special evening with guest speaker Frank King. A wonderful evening with friends, fabulous food, fun, and entertainment.

Kerby Assembly Statement of Financial Position As of December 31

2016 2015 ASSETS

CURRENT

Cash $ 1,171,759 $ 922,107

Short-term investments 1,924,341 1,891,516

Accounts receivable 72,600 89,992

Inventory 8,865 7,863

Prepaid expenses 39,175 52,527

3,216,740 2,964,005

PROPERTY AND EQUIPMENT 1,558,346 1,501,222

REMAINDER TRUST 225,000 225,000

$ 5,000,086 4,690,227

LIABILITIES AND NET ASSETS

CURRENT

Accounts payable $ 176,200 $ 129,793

Deferred revenue 854,634 829,089

1,030,834 958,882

NET ASSETS

Unrestricted fund 1,432,473 1,074,365

Restricted fund 1,237,698 1,301,359

Invested in

property and equipment 1,299,081 1,355,621

3,969,252 3,731,345

$ 5,000,086 $ 4,690,227

Kerby Assembly Statement of Operations for the years ended December 31

2016 2015 REVENUE Government grants $ 1,899,395 $ 1,633,239 Services 1,854,029 1,589,915 Donations 419,331 829,397 Investment revenue 126,320 134,755

4,299,075 $ 4,187,306

EXPENSES Salaries, wages, and contractors 2,948,143 2,885,553 Services 620,447 622,566 Administration 415,665 421,890 Amortization 76,913 67,832

$ 4,061,168 $ 3,997,841

EXCESS (DEFICIENCY) OF REVENUE OVER EXPENSES $ 237,907 $ 189,465

Corporate ATCO Pipelines Boom Group Inc. Chevron Canada Duke Projects Inc Freehold Royalties Ltd. Jupiter Resources Inc. Servus Credit Union Ltd. Shell Canada Limited Sobeys Inc. Westmount Place White Cap Resources Inc. S2 Architecture

Donations and Funding

Groups Associated Canadian Travellers Calgary Eastport Lions Club Calgary Wildwood Community Association Canadian Pranic Healers Association CN Rail Vets of Southern Alberta Elda Daniels Group Foothills Acoustic Music Institute Fort Calgary Chapter IODE German Ladies Choir of Calgary Hungarian Veterans Association Investors Group Knox United Church Lady Lougheed Chapter IODE Psychology of Aging class at Mount Royal University Samaritan Club of Calgary Sisters of Charity of St. Louis Tsuu T’ina Nation

Foundations Aqueduct Foundation Cenovus Employee Foundation Clearwater Charitable Foundation Maunders McNeil Foundation Inc. Nickle Family Foundation Strategic Charitable Giving Foundation The Belmont Foundation Calgary Foundation Funds: Anonymous Family Legacy Funds Anonymous Fund Archibald and Lavina Knight Fund B Family Fund Calgary Foundation Community Grants Colin and Margaret MacDonald Family Fund Community Fund for Canada’s 150th Donald and Doreen Lougheed Gift Fund Hicks Memorial Funds Jim and Hope Smith Family Fund Like A Rock Fund Maja Foundation Sapphire Foundation Tweedsmuir Student Philanthropy Project Government Funders Alberta Health Services Alberta Human Services Alberta Seniors and Housing Community Facility Enhancement Program Citizenship and Immigration Canada Family and Community Support Services Office of the Public Guardian Service Canada

Estates Estate of Phyllis McNally Estate of Dorothy Spencer Estate of Arthur Gordon Stanway Estate of Tina Van Egmond In-Kind Donors Aero Space Museum of Calgary Alberta Theatre Projects Canwest Productions Inc. Canyon Meadows Theatre Chianti Cafe and Restaurant Dave Paterson Elbow Springs Golf Club Heritage Park John O. Wright Kathleen Ganley Lunch Box Theatre Lush Cosmetics Master Chocolate Phil & Sebastian Priddis Greens Golf and Country CLub RnR Wellness Ruth’s Chris Steak House Spruce It Up Garden Centre Stage West Calgary TELUS Spark Science Centre The Laugh Shop- Blackfoot Hotel The Loose Moose Theatre Company Valerie Calvez Vertigo Theatre Yuk Yuk’s Calgary

Major Donors Anonymous Donor Nollind Van Bryce Don Cook Malcolm P. Cullen Loni Dacosta Paul J. Dyck Jacques G. Hebert Myrna Johnson Orest and Patty Kotelko Roderick A. Long Gerald Millar Graydon Morrison Gary Nissen Brandon Powell Signe Mclntosh Claus Sitzler Joan C. Snyder Luanne Whitmarsh Lillian Wong Kerby Centre would also like to thank the many groups, corporations, and individuals who support our special events through sponsorship, donation of gifts, monetary items, and time commitment.

Photo credits: All photos by Kerby Centre except: Frank Wood: page 5 (lower left), page 6-7, page 10 (all photos); page 12 (right) Photo on page 11 courtesy of the Prime Minister’s Office

Kerby Centre 1133 7 Ave SW Calgary, AB T2P 1B2 (403) 265-0661

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