McLaren Northern Michigan Foundation 2015 Annual Report by Mitchell Graphics

2015 ANNUAL REPORT October 1, 2014 - September 30, 2015

YOUR

passion for giving has positively impacted the health of our community.

THANK YOU for making healthcare a priority! Thanks to you, patient care was elevated to a new level in 2015. The gifts you shared contributed to a year of abundant generosity, enabling the McLaren Northern Michigan Foundation to enhance essential programs, services, technology and bedside care for our patients, as well as continuing education for staff. So many of our achievements would not have been possible without your generous spirit of giving. This Annual Report is a celebration of your philanthropy and the ways in which your gifts to the Foundation have helped improve the lives of those whom we are privileged to serve. As we look to the future, we are grateful to be guided by a dedicated Board of Trustees including our new Chair, Elise F. Hayes. Together, the Foundation Board and Staff are committed to ensuring that your contribution will be optimized to provide superior patient care. You have our promise that your support will make a difference for you, your family and your community for generations to come. Thank you for entrusting us with your gifts. The impact you made in 2015 reached far beyond your gift. With your ongoing support, we can continue to be here for every person who relies on McLaren Northern Michigan for their medical needs. Sincerely,

Moon Seagren Vice President and Chief Development Officer McLaren Northern Michigan Foundation

Ham Schirmer Board Chair McLaren Northern Michigan Foundation

McLaren Northern Michigan Foundation would like to thank Ham Schirmer for his incredible years of service, leadership and dedication as our Board Chair. His extraordinary generosity with his time, wisdom and genuine interest in the health of our community has helped us stay focused on our mission and guiding principle. We are delighted that he has agreed to remain on our Board as a Trustee, and we look forward to continuing to work with him in the years to come.

- Moon Seagren

2015 Financial Overview Donations of every size are always welcomed and appreciated. In 2015, 3,192 donors gave a total of $5,448,444 to the McLaren Northern Michigan Foundation.

REVENUE

Contributions . . . . . . . . . . . . . . . . . . . . . . $ 5,448,444 Investment Earnings . . . . . . . . . . . . . . . . $ (512,785) Total Revenue . . . . . . . . . . . . . . . . . . . . $ 4,935,659

EXPENSES

Fundraising . . . . . . . . . . . . . . . . . . . . . . . $ 683,903 Management & Administrative . . . . . . $ 644,169 Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 157,096 Total Expenses . . . . . . . . . . . . . . . . . . . . $ 1,485,168

TOTAL NET REVENUE

NET REVENUE . . . . . . . . . . . . . . . . . . . . $ 3,450,491

NET ASSETS

Unrestricted Funds . . . . . . . . . . . . . . . . . $ 7,326,934 Restricted Funds . . . . . . . . . . . . . . . . . . . $ 10,928,887 Permanent Endowment Funds . . . . . . . $ 8,041,482 TOTAL NET ASSETS . . . . . . . . . . . . . . . $ 26,297,303 3

Fiscal Year - 2015 Highlights FUNDING PRIORITIES

RAISED

MNM Petoskey Campus

Boulder Park Terrace MNM Cheboygan Campus VitalCare

$ 4,863,237 $ 1,715,136 $ 3,148,101 $ 16,958 $ 47,139 $ 521,110

TOTAL FUNDS RAISED

$ 5,448,444

Unrestricted Fund (Area of Greatest Need)

Programmatic/Equipment/Various Restricted Funds

This report is reflective of gifts received from October 1, 2014 - September 30, 2015, which is generated from our audited financial statements. Gifts received after October 1, 2015 are not included.

The total funds raised includes all revenue generated by corporate and foundation giving, grants, major giving, planned giving, annual giving and special events.

YOU HAVE OUR PROMISE

As a McLaren Northern Michigan Foundation donor, 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.

Donations result in access to better healthcare for Northern Michigan patients Since the Fully Digital Imaging System for Fluoroscopy and Radiology went live in early December, 2014, 1,529 patients have benefited from the new equipment funded by a Foundation donor. Thanks to the equipment’s versatility and ease of use, we are close to doubling the number of procedures performed annually in Room 4. “Staff continue to share that the new equipment in Room 4 is not only improving patient care, but also helping them perform exams with less physical strain.” Tamara Firman, Supervisor Diagnostic Imaging (Shown on cover image with members of the Imaging Staff)

“The Cheboygan Transport Van has been much appreciated by cancer patients relying on transportation back and forth to treatments. One patient in particular was struggling not only with the financial burden of transportation, but also with the added stress of having his wife drive – something she typically does not do. The relief of having the van is evident on both of their faces. They are so grateful. I often hear them telling other patients about the program.” Andrea Cherry, Social Worker

“The leg press has now become the most popular piece of resistance equipment that we have. It is one of the first ones we use when progressing people from phase II cardiac rehab into a phase III program. Research has shown that heart failure patients do much better when leg strength is improved so we have added it to our heart failure exercise protocols.” Karen Doherty RN-BC, Clinical Supervisor Cardiovascular and Pulmonary Rehabilitation

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.

Your Donations At Work Thanks to you, the McLaren Northern Michigan Foundation disbursed $3,707,267 in Fiscal Year 2015. Level II Trauma Designation McLaren Northern Michigan is working hard toward achieving Level II Trauma Designation and gifts are already impacting lives. With trauma protocols in place and an engaged staff ready to respond to the next â&#x20AC;&#x153;Code Trauma,â&#x20AC;? patients are benefiting from a measurable decrease in time from the moment of arrival at the Emergency Department to diagnosis and treatment of trauma injuries.

2015 DISBURSEMENT BREAKDOWN Programmatic . . . . . . . . . . . . . . . . . . . . . . $ 1,256,457 Major Equipment . . . . . . . . . . . . . . . . . . . $ 1,401,353 Gift in Kind (GIK) . . . . . . . . . . . . . . . . . . . $ 328,434 Patient/Colleague Assistance . . . . . . . $ 215,708 Educational Scholarships . . . . . . . . . . . . $ 200,573 Facilities/IT . . . . . . . . . . . . . . . . . . . . . . . . $ 175,878 Minor Equipment . . . . . . . . . . . . . . . . . . . $ 128,864 TOTAL 2015 DISBURSEMENT

$3,707,267

The majority of these funds were raised in 2014 and disbursed in 2015.

Disbursement Highlights

Because of YOUR generosity, patients, their loved ones, colleagues, medical staff and our community members were impacted in nearly 135,000 ways in 2015. PROGRAMMATIC: CAPITAL EQUIPMENT EDUCATIONAL SCHOLARSHIPS:

Trauma Designation Patient Navigator Program for Cancer Patients Brain & Injury Support Group Community Health Education: Cancer Education and Survivorship Classes Wellness & Nutrition Classes Health Screenings FitKids 360 Program VitalCare Hospice Programs: Bereavement Programs for Adults and Children Hospice of Little Traverse Bay Hospice of the Straits Hospice of the Sunrise Shore Toys, Books and Fun Buckets for Pediatrics

PATIENT/EMPLOYEE ASSISTANCE:

Adult Patient Assistance Fund Adult Day Center Respite Care Fund Kathleen Jontz Breast Health Fund Colleague CARE Fund Cheboygan Campus Patient Assistance Fund Pediatric Patient Assistance Fund Moran Iron Works Fund Kalahar & Tost Family Pediatric Patient Assistance Fund Cardiac/Pulmonary Rehab Assistance Fund

(MAJOR/MINOR):

Two Heart Bypass Machines Digirad Nuclear Camera High Definition Camera for Heart Program EMS Radio Recorder, Portable Ventilator (for the Cheboygan Emergency Department) Stereotactic Breast Biopsy Table Specialized Operating Room Table Fluoroscopy Table for Imaging Oncology Transportation Van Intravenous Pumps for Gaylord Infusion Center Rapid IV Infusors Blanket Warmers Heart Pillows for Heart Surgery Patients Communication Boards Ipads for Diabetes Patient Education Exam Table for Oncology Office Wound Care Camera Patient Recliners Aqua Therapy Step System

Colleague Continuing Education Fund DeVet Munsterman Fund Joan Jensen Haupricht Endowment Fund Griffin Sleep Center Fund Healthcare Nursing Scholarship Heart Services Colleague Education Fund Meengs Heart Failure Fund Reberg Scholarship Fund S.T. Kutcipal Endowment Fund Ann and Tom Stallkamp Education Fund Baiardi Family Foundation Fund Laboratory Education & Equipment Fund Radiation Oncology Education Fund Schirmer Family Fund Volunteer Services Endowment Fund

FACILITIES/IT:

Boulder Park Terrace Renovations Cancer Center Renovations Gazebo for Cheboygan Hospice House Trauma Registry Software Flooring for ED Registration Area

Due to space limitations, we are unable to list all of the areas where your support has made a difference. If you supported a program or project not highlighted, please know that your gift made an impact in the lives of patients seeking care at McLaren Northern Michigan.

2016 FUNDING PRIORITIES 2016 Fundraising Goal - $3,078,208

360 Connable Ave., Petoskey (231) 487-3500 nmh-foundation.org

McLaren Northern Michigan McLaren Northern Michigan Petoskey Campus* . . . . . . . . . . . . . . . . . . . . . .$ 2,778,208 Cheboygan Campus* . . . . . . . . . . . . . . . . . .$ 25,000 Area of Greatest Need (Unrestricted) . . . .$ 1,547,000 VitalCare Programs* . . . . . . . . . . . . . . . . . .$275,000 Hospice of the Straits. . . . . . . . . . . . . . . . . $ 50,000 Cardiovascular Services . . . . . . . . . . . . . . . . .$ 50,000 Unrestricted Fund & Cheboygan Hospice House Oncology Services . . . . . . . . . . . . . . . . . . . . . .$ 250,000 Hospice of Little Traverse Bay . . . . . . . . . $ 100,000 Programmatic Unrestricted Fund & Hiland Cottage and Garden Patient Assistance . . . . . . . . . . . . . . . . . . . . . .$ 100,000 Colleague Scholarship/Continuing Ed . . . .$ 100,000 Hospice of the Sunrise Shore . . . . . . . . . . $ 15,000 Adult Day Center . . . . . . . . . . . . . . . . . . . . $ 50,000 Trauma Center - Level II Designation . . . . .$ 60,000 Unrestricted Fund & Caregiver Respite Assistance Community Health Education. . . . . . . . . . . .$ 10,000 Telehealth Program. . . . . . . . . . . . . . . . . . . $ 15,000 Research. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 25,000 Kathleen Jontz Breast Health Fund . . . . . . .$ 110,000 Bereavement Programs . . . . . . . . . . . . . . . $ 40,000 Adult, Children & Infant Loss Palliative Care . . . . . . . . . . . . . . . . . . . . . . . . . .$ 75,000 Volunteer Programs . . . . . . . . . . . . . . . . . . $ 5,000 Various Restricted Funds . . . . . . . . . . . . . . . . . .$ 451,208 * Donations made to the McLaren Northern Michigan Foundation remain in Northern Michigan. As always, contributions are used only as speciﬁed by our donors. A gift given to a speciﬁc location, program or project will only be used for that purpose.