PVM Annual Report 2023

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GREETINGS FRIENDS AND SUPPORTERS OF PVM!

Welcome to the 2023 Annual Report for Presbyterian Villages of Michigan (PVM). We appreciate you taking a few minutes to review these highlights from our non-profit, faith-based and community focused senior living and aging services organization.

At the forefront of all that was achieved in the past year were our Mission, Vision, and Core Purpose…

Our Mission. Guided by our Christian heritage, we serve all seniors creating new possibilities for quality living.

Our Vision. We will continue to transform senior living and services, enhancing the communities we serve.

Our Core Purpose. We create diverse environments, programs and services where seniors are able to achieve their best possibilities and purposes in life.

These important statements, along with our beliefs and values, guide and inspire our daily actions.

In the pages that follow you will see great examples of how our daily actions are having significant positive impacts across Michigan. Positive impacts for older persons, positive impacts for families and neighbors and positive impacts for numerous communities.

These positive impacts extend from Detroit to Flint, from Holly to Harbor Springs, from Redford to Rosebush, from Pontiac to Port Huron, from Bay City to Battle Creek, from Westland to Warren, from Jackson to Onaway, and MANY other wonderful communities.

These positive impacts are in the form of senior living communities, as well as with home and community based services. All that we have accomplished is made possible with our countless dedicated stakeholders. Stakeholders, including you!

Finally, in our valued partnerships with these stakeholders, PVM is widely recognized for leadership and advocacy that are making a meaningful difference by enhancing the quality of life for thousands of individuals.

Thank you!

With sincere appreciation and gratitude,

P.S. In 2025, we will be celebrating PVM’s 80th anniversary of our leadership, advocacy, and positive impacts. Please join us in the many upcoming special events that are being planned.

Rev.

Dear Generous, Thoughtful, and Caring Donor:

THANK YOU…THANK YOU…THANK YOU!!!

Because of your thoughtful donation to the PVM Foundation, an older adult is better off today and into the future. Your donation made the following possible:

• PVM’s Resident Emergency Help Fund helped over 90 older adults with low and fixed incomes weather medical emergencies and financial hardship;

• Resident Activities for older adults with low incomes: from trips to the Tigers Game to health/wellness classes, and much more;

• Your donations provided the funding to construct private telehealth suites in many PVM Villages. Now a doctor’s visit is only a click away;

• A brand new dining and gathering lounge at The Village of Westland. All because of your donation;

• Your donations to PVM’s Campaign for the Ages has raised $13.5M. These funds will help bring affordable healthcare and housing options to 1,200 older adults in Flint, Westland, Port Huron, and Pontiac;

• Beautiful music now fills The Village of East Harbor’s campus. Your donation paid for a state-of-the-art outdoor sound system;

Without you choosing to donate to the PVM Foundation, these things could not happen…THANK YOU for making that choice.

Your gift makes a difference each day. On behalf of the older adults you have helped, thank you so much!

Please continue your generous support. It is doing wonderful things!

Thank you for caring,

James S. Gompers,

Board Chair, Presbyterian Villages of MI Foundation

Paul Miller, CFRE

Presbyterian Villages of MI Foundation

Paul Miller PVM Foundation President
James S. Gompers PVM Foundation Board Chair
The Village of St. Martha’s at the Village Victory Cup

KEY HIGHLIGHTS

Facilities Advancement

9 In partnership with the McFarlan Charitable Corporation, closed on financing and began construction on the renovation of 268 apartments at McFarlan Villages in Flint while bringing increased affordability for many residents through HUD and Flint Housing Commission subsidies. The project will also bring supportive services through collaboration and a food program to the campus.

9 Closed on financing and began construction on the Westland PACE Center. In partnership with PACE Southeast Michigan, the almost $11M project will provide health and wellness services to approximately 250 low-income seniors annually. The new Center will be on the campus of PVM’s existing Village of Westland and will provide services to its residents, as well as the surrounding community.

9 In partnership with the Port Huron Housing Commission, PVM began construction of 90 units (45 apartments and 45 cottages) at The Village of Lake Huron Woods in Fort Gratiot Township.

9 In partnership with Wallick Communities, closed on financing of Dr. Violet T. Lewis Village to create 105 new apartments of affordable housing in Detroit.

The Village of Lake Huron Woods of Fort Gratiot/ Port Huron’s brand new Apartments
McFarlan Villages of Flint is completely remodeling 2 existing buildings

Sales and Marketing

Occupancy is a key factor for any senior living organization; PVM averaged 91.3% system-wide occupancy in 2023. PVM strives to provide positive impacts not just for our residents but also for the greater community. We share our expertise on aging through informational resources and programs. This includes workshops on elder care, navigating senior living options, and support groups. PVM recognizes that a strong community benefits everyone, and our outreach programs are a testament to that philosophy.

CELEBRATIONS

• Celebrated Perry Farm Village’s 20th anniversary.

• Opening of The Birches at Perry Farm Village providing 20 assisted living studios which will serve both Perry Farm Village and the greater Harbor Springs area.

• Lake Huron Woods Village groundbreaking event that will provide 45 affordable apartments and 45 new cottage homes to Fort Gratiot Township.

Human Resource

9 Recruitment of 224 new employees throughout 2023, during a challenging labor force climate.

9 Obtained consistent feedback from data on WeCare Connect related to employee experience over their first 6 months of employment to address employee retention.

9 Successful retreat for executive leadership.

9 Increase in staff appreciation at The Village of Westland by managers and staff through service excellence cards. This resulted in a noticeable increase in morale.

9 Increased use of expedited hiring process, where applicable, to offer immediate contingent hiring.

9 Increased wages for select positions to enhance our competitive approach and positively impact recruitment and retention.

PVM President and CEO Roger Meyers and Residents at the PACE Westland Groundbreaking

9 Successful Luncheon to Say Thanks with over 122 Shining Stars across PVM, and Top 10 Shining Stars.

9 Implemented new training topics, updated training materials, and increased online training for staff of The Village of Westland, to include cultural competence, working with individuals with physical disabilities, annual waiver program, and critical topics to strengthen employee knowledge and skills.

9 Increased new hire orientation sessions.

9 Continued opportunity for employees and leaders to access the Diversity, Equity, Inclusion and Justice (DEIJ) resources on the PVM Intranet.

9 Consistent Service Excellence sessions to engage employees with understanding their responsibility to the core values: Listening, Relationships, Accountability, and Respect.

Perry Farm Village of Harbor Springs Anniversary Party

Technology

9 Project Management and Financial Oversight

• Successfully managed all Facility Advancement (FA) projects, including major initiatives at Court St. 700 & 800, and Lake Huron Woods.

9 Infrastructure Upgrades and Innovation

• Replaced 80% of firewalls and switches within the PVM system, improving baseline wireless and network performance to 150 MB or better.

• Collaborated with technology leaders to integrate Artificial Intelligence (AI) and other innovations for future technology projections.

9 Cybersecurity Enhancements

• Upgraded cybersecurity tools and policies for enhanced protection.

• Implemented new tools and procedures, including tightened password policies, strict data access controls, and increased awareness campaigns on cyber fraud.

9 Cost Reduction Initiatives

• Reduced mobile cell usage costs by 20% annually.

• Achieved 5% annual cost reduction in direct technology purchases through suppliers.

• Reduced dependence on outsourcing by 20% annually through in-house troubleshooting and replacement of cameras

Risk Management

9 Regional Presentations: PVM Risk Management presented best practices in claim prevention to a regional group of senior housing risk managers, empowering them to identify and mitigate exposures at their facilities.

9 Insurance Renewal Success: Secured a property insurance renewal with a cost increase below the national average (20% vs. 30-50%) aimed at ensuring proactive maintenance and claim prevention.

• Transitioned five sites from primary digital telephone carrier (T1) phone systems to self-hosted Asterisk Internet Protocol system, reducing annual village phone charges by 20%.

9

Community Engagement and Professional Development

• Conducted on-site visits to PVM communities, educating residents on cyber safety and innovation.

• Actively participated in the Community Information Online Consortium, leveraging 40 years of technology experience.

9 Strategic Planning and Future Initiatives

• Focused on building Wi-Fi 6 communication platforms to improve the performance of Wi-Fi networks.

9 Superior Risk Management: Received a significant policyholder dividend due to overall outstanding performance relative to peers at Caring Communities Insurance Company.

9 Collaboration in the Senior Living and Aging Services Field: PVM actively participated in a national work group challenging memory care norms and a state work group dedicated to improving the adult foster care model. This demonstrates PVM’s commitment to continuous improvement and collaboration.

Accessible Technology at the PVM Villages

Housing

9

U.S. Department of Housing & Urban Development (HUD) approved Service Coordinator Supportive Service Plans in several Project Rental Assistance Contract (PRAC 202) financed budgets to expand services that address some of the highest unmet needs, namely chronic conditions such as diabetes and hypertension. Services provided include weekly exercise classes, addressing cardiovascular health, strength, balance, and flexibility. It will also include healthy eating classes, grief support groups, education, and other activities that will enhance the quality of life of the seniors in our Villages.

9 Renewed partnership and increased Village participation from three to seven Villages with Wayne County Senior Companion Program, sponsored by Methodist Children’s Home Society Family of Services (MCHSFS) allowing residents to volunteer, at their respective Villages, by engaging in resident activities and receiving a stipend. The program provides part-time, work-based training opportunities for older workers in local community service agencies and assists program participants in obtaining unsubsidized employment.

Finance

2023 was a challenging year financially for the PVM system. The senior living and long-term care industry was disproportionately impacted by the COVID-19 pandemic through a combination of devastating impacts on frail residents, changes in market response to senior living and long-term care service offerings, significant operating cost increases, and increased regulatory requirements. A substantial impact on PVM was inflationary costs, primarily from market compensation increases in retaining and recruiting employees.

PVM’s 2023 system-wide revenues were $87M, without including PACE Programs. Revenues for PACE Programs were $176M for PACE Southeast Michigan and $21Mfor PACE Central Michigan.

9

PVM received management agreement approval from Michigan State Housing Development Authority (MSHDA) to manage operations for Alpena Pines.

9 The Village of Holly Woodlands received a Superior rating on the Management Occupancy Review (MOR). The highest rating HUD provides on file compliance audits.

9 The Village of Woodbridge Manor honored Paul Bridgewater, former President and CEO of the Detroit Area Agency on Aging (D.A.A.A.), by dedicating the front lobby in his name.

9 Lynn Street Manor received $140,000 from the U.S. Department of Health and Human Services to develop an onsite Telehealth suite for residents.

The PVM Board of Directors established a Task Force on Financial Sustainability and Strategic Growth to undertake a comprehensive systemwide financial assessment. The Task Force charge includes balancing financial, mission, social, and other outcomes that fit with the current strategic direction of PVM while balancing future growth against that assessment.

PVM’s system revenue grew to $87M, with significant grant revenue recognized in 2023 of over $7M towards the Campaign for Ages projects. PACE Southeast Michigan and PACE Central Michigan experienced solid revenue growth during 2023 of 15% and 33% respectively.

Exercise Class at The Village of East Harbor

Village of Westland

9 The cottages (Ivy and Rose) were remodeled and brought up to date to give a fresh look and feel to the interior. The internal spaces were redesigned and repurposed to make sure they were functioning well for the residents and the staff.

9 Introduced Tovertafel Tables to residents in memory care and assisted living apartments in The Village of Westland. This device enables residents living with dementia to be more social and interactive by utilizing technology to engage with other residents and their families.

Village of Rosebush Manor

9 After missing a few years, Rosebush Manor brought back our annual Community Band Fest outdoors, with lunch and entertainment. Residents, family members, board members, and community members were invited and joined us for a fun afternoon.

9 State Representative Jerry Neyer came for a visit and tour of Rosebush Manor.

9 PVM Foundation’s 2023 Friends & Family fundraiser raised $5,800 for the residents of Rosebush Manor.

Village of East Harbor

9 The East Harbor Nursing Center continued to maintain its five-star status from Medicare for all of 2023 amidst the changes in quality that make it tough to receive 5-star status.

9 Received approval to bill for outpatient therapy services provided at the Wellness Center. This opened up a lot more opportunities for serving not only our East Harbor residents but also seniors from around the area.

9 Successful annual state nursing survey. The assisted living and memory care areas are licensed (HFA) by the state as well. The HFA had their annual survey and received zero citations.

9 New flooring was installed in the main dining, lobby, and main hallway enhancing the visual appeal of the entrance of The Village of Westland.

9 600E dining room was relocated and expanded to host more residents as well as be a community and entertainment space for residents and visitors.

9 One efficiency apartment was completed as a mock space to utilize as a model. As part of the renovation plans, the entire 600E hallway will consist of these efficiencies once the upcoming renovations of the campus start.

9 Rosebush Manor partnered with Central Michigan District Health Department (CMDHD) for our annual Vaccine Clinic. Residents, family, and board members were able to participate in this clinic.

9 Rosebush Manor was a recipient of a grant from the Mt. Pleasant Area Community Foundation, for our outdoor pavilion.

9 Rosebush Manor also received a federal grant for a telemedicine suite inside our facility. This grant is being used to build a telemedicine suite for residents and community members to use for appointments in-house via technology.

9 Collaborating with the local township supervisor to obtain three or four acres of the 28 acres of land next door to the East Harbor property for bike riding, walking, and nature trail.

9 We received several Pinnacle Awards for 2023 as best in class. We also consistently received high marks from the Pinnacle Resident satisfaction surveys and remained a top performer in their national database.

The Village of East Harbor Resident Outings
The Village of Rosebush Manor Pavillion Construction
The Village of Rosebush Manor Band Fest
New Flooring in the Dining Room at The Village of Westland
The Village of East Harbor Resident Activities
New dining and gathering space at the Village of Westland

Our Partnerships in PACE

During 2023 our partnerships with Programs of All-Inclusive Care for the Elderly (PACE) continued to expand geographically and serve more participants, as follows:

PACE Southeast Michigan: Our partnership with Henry Ford Health (HFH), opened its eighth Center in Clinton Township (Macomb County) and received approval to develop a ninth Center in Westland (Wayne County) on The Village of Westland campus. Construction began in 2023 and will be completed during 2024 with the Center opening in the fall. PACE Southeast Michigan is now serving almost 2,000 participants living in Wayne, Oakland and Macomb counties. In the coming few years, it is anticipated that we will be serving well over 3,000 individuals. For more information on PACE Southeast Michigan, please visit www.pacesemi.org.

Our centers:

• Clinton Township Center

• Dearborn Center

• Detroit Centers (Thome and Greydale)

• Eastpointe Center

• Pontiac Center

• Southfield Center

• Sterling Heights Center

• Westland Center

PACE Central Michigan: our partnership with the Michigan Masonic Home (MMH), received approval to increase the number of participants at the Mt. Pleasant Center (Isabella County), as well as to develop a second Center in the Houghton Lake area.

Westland PACE Center Construction

Construction of the new Center is expected to begin in 2024. PACE Central Michigan is serving about 250 participants living across several counties in mid-Michigan and will be growing to serve over 400 individuals. For more information on PACE Central Michigan, please visit www.pacecmi.com

PACE Northeast Michigan: Our partnership with the Northeast Michigan Community Service Agency (NEMCSA) received final approval from the State of Michigan to develop this new program that will serve Michigan’s northeastern region. PVM also received a special $5M appropriation from the State. The joint venture between PVM and NEMCSA has been established, with Jeff Meden selected as the Executive Director. The Alpena (Alpena County) PACE Center will be constructed during 2024, and participants will begin to be served by early 2025. Initially, this program will serve 150 participants.

Through its widely recognized unique interdisciplinary model of comprehensive and integrated healthcare, PACE enables frail older persons to live with greater independence and at higher quality of life in their homes and apartments, to largely avoid (in most cases) the necessity of living in institutional settings. For more information on PACE, please visit the PACE Association of Michigan at www.pacemichigan.com and the National PACE Association at www.npaonline.org

PVM SYSTEM-WIDE GOVERNANCE

The PVM system is blessed with over 200 volunteer leaders who exercise important governance responsibilities with the individual senior communities Boards, with system-wide committees, with our PACE partnerships, the PVM Foundation Board, and the PVM Board of Directors

During 2023, the following individuals joined the PVM Board of Directors:

Carolyn Hastings

Dr. Thomas Jankowski

John Lovegren

Amy Rinkle

Yvette Aline Meko Tchonang

Mark Boyle and Marcia Nunn also joined the PVM Foundation Board in 2023.

Rev. Dr. Louis J. Prues began his service as the Chair of the Board of Directors on January 1, 2023, and he will continue in that capacity through December 31, 2025.

The following individuals concluded their long and distinguished service on the PVM Board of Directors at the end of 2023:

Henry Johnson Duane Lewis Ted Payne

Thank you for your service to PVM!

A listing of the 2024 members of the PVM Board of Directors and the PVM Foundation Board of Directors is included below. All system-wide Board Members are listed on the PVM website, in other community publications and are often included with photos publicly posted at the respective communities.

Presbyterian Villages of Michigan 2024 BOARD OF DIRECTORS

Rev. Dr. Louis Prues, DMin, PhD

Board Chair

Kenneth Hollowell

Board Vice Chair & Finance Committee Chair

David Imesch

Facilities Advancement Committee Chair

Johnnie Jackson

Strategic Planning Committee Chair

Dr. Thomas Jankowski, PhD

Governance Committee Chair

Martha Nield

Operations Committee Chair, Board Secretary

Roshunda Price, JD, CPA

Audit Committee Chair

David Frauenheim

Audit Vice Chair & Facilities Advancement

Committee Vice Chair

Carolyn Hastings

Strategic Planning Committee Vice Chair

Gary Ley

PVM Board Representative to the PVM Foundation Board

John Lovegren

Finance Committee Vice Chair

Amy Rinkel

Operations Committee Vice Chair

Nathan Sheffer

Governance Committee Vice Chair

Presbyterian Villages of Michigan Foundation 2024 BOARD OF DIRECTORS

James S. Gompers, Board Chair

Robert R. Schroeder, Vice Chair

Bruce Blalock, Treasurer

Linda Bomberski, Secretary

Paul J. Miller, President

Mark Boyle

Nathan Conway

John Denler

Paul Hubbard

Henry Johnson

Thomas E. Kimble

Duane M. Lewis

Marcia Nunn

Bruce Blalock

Board Treasurer

Katrina Summersett, BSN, JD

Board Assistant Secretary

Dr. Gwendolyn Graddy, MD

Dr. Lynda Jeffries, PhD

Dr. Aaron Lundgaard

Yvette Aline Meko Tchonang

Charles Tommasulo

Dr. Geneva Williams, EdD

Ex-Officio

James S. Gompers

Roger L. Myers

Robert Peterson

Debra Romalia

John E. Utley

Michelle Williams

Ex-Officio

Rev. Dr. Louis Prues

Roger L. Myers

Presbyterian Villages of Michigan Executive Team

Barbara Bear

Executive Director of Perry Farm Village

Bruce Blalock

Senior Vice President of Finance and Obligated Group Operations

Kesha Daniels

Vice President of Housing

Kamel Elkadri

Vice President of Dining Services

Audra Frye

Director of Sales and Marketing

Jessica Gross, RN.

Administrator Village of Rosebush Manor

Kahlia Harper

Executive Director of McFarlan Villages

LaDonna Holley

Senior Vice President HR & Chief Diversity, Equity, Inclusion and Social Justice Officer

Mark Kronner

Chief Technology Officer

Paul Miller, CFRE

President of PVM Foundation

Roger L. Myers

President & CEO

Katrina Summersett, BSN, JD

Director of Risk Management & Quality, and Corporate Compliance Officer

Ian Wiesner

Senior Vice President of Facilities Advancement

Please Note: Individuals with interest in being considered for service on a PVM affiliated governing Board should contact the Board Chair of the specific community or program, or the community’s administrator/executive director, or the Chair of the PVM system-wide Governance Committee (Dr. Thomas Jankowski), or Chair of the PVM Board (Rev. Dr. Louis Prues) or Chair of the PVM Foundation Board (Jim Gompers) or Paul Miller (President of the Foundation) or Roger Myers (PVM’s President & CEO).

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 Township

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

Dr. Violet T. Lewis Village (313) 270-9150

OPENING 2025

Flint

McFarlan Villages

810.235.3077

Fort Gratiot Township

The Village of Lake Huron Woods 810.385.9516

Harbor Springs

Perry Farm Village 231.526.1500

The Village of Hillside 231.526.7108

Holly

The Village of Holly Woodlands

248.634.0592

Jackson

The Village of Spring Meadows 517.788.6679

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

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

For more information about a Village near you, visit www.pvm.org or call 248.281.2020.

Diversity and Inclusion is the Heart of Our Business!

Non-Discrimination Policy

COMMUNITY-BASED SERVICES

PACE Southeast Michigan

Serving all of Macomb county, and most of Wayne and Oakland counties

855.445.4554

PACE Central Michigan Serves 51 zip codes, which include all of Isabella, Clare, Gladwin and Roscommon counties, as well as most of Gratiot County, approximately half of Montcalm and Midland counties, and smaller portions of Mecosta, Osceola, Bay, Arenac, Ogemaw, Crawford and Missawkee counties.

833.532.6981

PACE Southeast Michigan2 PACE Central Michigan3 Villages1

1 Some villages and programs are in collaboration with other organizations

2 In collaboration with Henry Ford Health System

3 In collaboration with Michigan Masonic Home

4 In collaboration with the Northeast Michigan Community Service Agency, coming in 2024/2025 PACE Northeast Michigan4

Embrace the Possibilities

25200 Telegraph Rd Suite 400 Southfield, Michigan 48033-7496 (248) 281-2020 | pvm.org

Presbyterian Villages of Michigan complies with applicable Federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, and protected veteran status.

Harbor Springs
Alpena
Rosebush
Bay City
Flint
St. Clair Shores
Fort Gratiot Township
Holly
Kalamazoo
Battle Creek Jackson Westland
Redford
Pontiac Warren Detroit
Dearborn Clinton Township
Chesterfield Township
Onaway

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