JHCC Foundation | 2014-2015 Annual Report

Inspiring Innovation Through Research

Jewish Home and Care Center Chai Point Senior Living Sarah Chudnow Community

Annual Report 2014 - 2015

Inspiring Innovation Through Research To all of our friends and supporters, I am proud to announce our continued dedication towards Inspiring Innovation Through Research through an investment in an extraordinary partnership with the UWM Foundation that significantly increases our research capabilities and establishes our first Jewish Home and Care Center Research Professor In Aging, Dr. Christine Kovach. During this past year we have begun to fund some extraordinary research by Dr. Kovach and her team. We hope you become as excited as we are about our discovering new ways of providing the best care and services for our residents and program participants, through this world renowned research right here on our own campuses!

Because of our donors, past and present, we can provide these innovative programs, services, and amenities. But attaining our mission for future generations has been made much more difficult by continued government reduction in Medicare and Medicaid funding. The ongoing federal sequestration and our state’s continued underfunding of nursing facility resident care bode poorly for our prospects of seeing a fair reimbursement anytime soon for the outstanding level of care we are proud to provide. Last year alone, the Jewish Home and Care Center’s shortfall in Medicaid funding for our T/19 and Family Care residents–the difference between the total cost of the care we provide and the Medicaid reimbursement we received–was an astounding $3,968,939. We are committed to facing these challenges by continuing to do what is right, and taking care of our community’s most vulnerable: to fulfilling our promise of honoring our Jewish seniors while continually investing in their best care.

On behalf of our boards of directors, I thank you for your past support and encourage your continued commitment to help us faithfully uphold the fifth commandment, by enthusiastically and compassionately honoring our Mothers and Fathers. Please watch for announcements regarding our strides in the research and innovation that you help make possible as we strive to fulfill Tikkun Olam; as we attempt to heal the world.

With much gratitude,

Michael I. Sattell President and Chief Executive Officer

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Mission Statement: The mission of the Jewish Home and Care Center Foundation is to support the Jewish Home and Care Center, Chai Point Senior Living and the Sarah Chudnow Community in providing our Jewish Community with those services that enable our seniors or infirm to be part of a quality Jewish environment with comfort, meaning, independence and dignity.

Jewish Home and Care Center Foundation Board of Directors Chairman of the Board: Arleen Peltz Eugene Bass Roberta Caraway Daniel Chudnow Nita CorrĂŠ, President Emeritus

William Elliott Joshua L. Gimbel Leonard Goldstein Donald Grande

Rachelle Hart Philip Himmelfarb William Komisar Howard Loeb

Lewis Perlson Richard Rakita Richard Strait David Weber

Jewish Home and Care Center Board of Directors Chairman of the Board: Joshua L. Gimbel Nathan Bernstein Daniel Chudnow Judy Coran Peggi Glaser Rachelle Hart

Robin Irwin Karen Peck Katz Bill Komisar Daniel Lee Judith Margolis

William Mayer Arleen Peltz Richard Rakita Stephen Richman

Mary Anne Selby David Smulyan Leonid Soroka Kenneth Stein

Chai Point Senior Living Board of Directors Chairman of the Board: Howard Loeb Alan Borsuk Suzy Ettinger

Sheldon Gendelman Hal Karas

Rebecca Michels Gary Sobel

Rachel Wagner Stanford Wynn

Sarah Chudnow Community Board of Directors Chairman of the Board: Lynne Bomzer Todd Brachman Daniel Chudnow David Coran

James Deshur Suzy Ettinger Mike Joseph

Michael Russek Fred Safer

David Smulyan Fred Wein

The Global Impact of Research

Dr. Christine Kovach, Director of Research With a grant to the UWM Foundation, Inc., we proudly announce the expansion of Dr. Christine Kovach’s role in our organization as our first Jewish Home and Care Center Research Professor in Aging. Dr. Kovach is a longtime friend, supporter and researcher with the Jewish Home.

She is a professor in the College of Nursing at UW-Milwaukee where her research primarily focuses on alleviating the range of human suffering that comes in the context of Alzheimer’s and other forms of dementia. Dr. Kovach’s 20-year history with the Jewish Home will now be greatly expanded to include up to half her professional time dedicated to research and leadership at our three campuses over the next three years. As Director of Research, Dr. Kovach is currently conducting various research studies at the Jewish Home and Care Center, Chai Point Senior Living and Sarah Chudnow Community whose results will improve the quality of life, human dignity, and healthcare outcomes for our residents, and for older adults worldwide.

Inspiring Innovation through Research: Current Projects • Germ-Eliminating Robot The Jewish Home and Care Center is the first skilled nursing facility (SNF) in the country to employ a Xenex germ-eliminating robot.

The Xenex UV room disinfection robot takes about 5-15 minutes to disinfect high-touch surface areas, as well as areas that are typically unreachable by human hands.

This research project is setting the Jewish Home and Care Center on track to reaching our goal of becoming the most infection-free facility in the state. √

• Using Space-Age Technology The Vibe Tech One™ was originally created for NASA as a countermeasure to bone and muscle loss in astronauts.

Currently being used in the Jewish Home and Care Center’s Therapy Department as well as in the fitness room in Chai Point, the Vibe Tech helps residents regain their strength and independence through whole body vibration and resistance exercises.

• Testing a Mindfulness-Based Intervention (MBI) for People with Dementia Testing a Mindfulness-Based Intervention, including breath and body awareness exercises as well as compassionate connection interactions, is currently in process with residents who have memory problems. The expected benefits to this research include increased engagement in activities, decreased stress and agitation, and improved sleep that will lead to an overall increase in wellbeing and comfort for residents.

“The studies and advancements we’re making with our research are putting the Jewish Home and Care Center on a global stage that is truly unprecedented.”

– Dr. Chris Kovach

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“There’s such a strong emphasis on quality of life and excellence at the Jewish Home and Care Center. It’s so wonderful to be part of an organization where the daily focus is on high quality clinical care, innovation, and setting new national standards for long-term care.”

– Dr. Chris Kovach

• T3 Protocol – Improving Drug Treatments Dr. Kovach’s team found that many drug treatments started in long-term care are not stopped, though they are considered to be ineffective. During the testing process at the Jewish Home and Care Center, a track and trigger treatment protocol, developed by Dr. Kovach, was put into place by nurses. The use of the protocol leads to stopping the ineffective treatments, which means a cost savings. Overall, this test has led to an improvement in the quality of nurse assessments of residents.

• Values and Chaplaincy Survey Currently in process, the values and chaplaincy surveys will be sent to nursing homes across the country that belong to the Association of Jewish Aging Services. These surveys will help to define the best ways to determine Jewish identity and cultural services, ensure maintenance and growth in Jewish consumer demand, and provide meaningful and culturally congruent highquality care. The chaplaincy survey will examine the role of rabbis and lead to improvements in Jewish aging elder care services.

* A Global Impact The research conducted at our entities has been highlighted by Dr. Kovach at local, national, and international presentations, and publications including those at the Medical College of Wisconsin, the University of Bergen’s European Conference on Pain and Dementia, and the Gerontological Society of America’s Annual Conference, among others.

With the expansion of her role, and through this extraordinary partnership with UWM, we are just beginning to dream about the differences we can make in our residents’ and families’ lives, and positively impacting the lives of so many others around the world.

The Year in Review If you looked at the past year under a microscope, you would find it alive with innovation, creativity and expansion throughout our organization. Programs have expanded to meet our communities’ needs; our facilities have been improved considerably to accommodate our residents and participants; and our organizational processes have grown to meet the evolving and complex challenges of the health care industry.

in social activities. Dawn Adler, director of Adult Day Programs, will host the monthly café and continue to grow the program.

The Adult Day Center proudly developed the Lakefront’s first Memory Café in August, in partnership with the Alzheimer’s Association, Pitch’s Express and Miss Katie’s Diner, the Adult Day Center at the Jewish Home and Care Center, Milwaukee County Parks, Milwaukee County Department on Aging, and the Aging Disability and Resource Center. A Memory Café is a place where people with memory loss can spend time together with their caregivers to enjoy conversation, grab a bite to eat, and participate

At Chai Point Senior Living, a much-needed third elevator was designed, built, and brought in under budget. This elevator will serve as a freight and service elevator, freeing up the two lobby elevators for residents and guests.

The ReCharge! program continues to thrive and, due to popular request, is expanding to Mequon, with classes beginning at the Sarah Chudnow Community in October.

Beginning with one class a week, there is still room to expand when the program warrants it.

Sarah Chudnow Community reached a milestone this year: the community held a gala celebration for its 10th anniversary. The Maxwell Street Klezmer Band entertained the 150 guests and residents who gathered to celebrate.

The Community’s post-acute care

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continues to be recognized as fivestar quality of care–the highest rating–by the Centers for Medicare and Medicaid Services (CMS).

The Jewish Home and Care Center likewise continues its outstanding care and is similarly recognized

by CMS as a five-star facility. The Sally and Philip Askotzky Art Gallery was dedicated as a focal point of our Peck Family Hall. The Rubenstein Family Kosher Oasis expanded its hours and offerings to residents, families and community.

And our investment in UVemitting technologies resulted in zero facility-borne incidences of debilitating C. difficile or norovirus infections for the entire year.

All three locations hosted art exhibitions that brought our residents and the community together to experience outstanding displays. Hand in Hand’s outstanding gift of a photographic history of our organization by local artist Tony Spolar is an awesome and inspiring addition to the Rubenstein Pavilion. The entire Prospect Ave. campus hosted Kinneret People, a photographic exhibition by Naftali Oppenheim in July. In addition, the JHCC was host to an art show by the Yeshiva Elementary School, and Chai Point continues their featured beautiful art by residents. Sarah

Chudnow Community’s rotating artist series expanded, including a special exhibit by the Chudnow Museum of Yesteryear. Exhibits rotate every two months, and bring a lively change to the décor of the second floor. We have formed a new and energetic Art Committee that is looking towards expanded opportunities to display outstanding works throughout our communities.

Our operations welcomed many new faces this past year, with three outstanding people joining us to help fulfill our mission and our strategic vision.

Rabbi Steven Adams became our Director of Pastoral Care; Michelle Putz joined as our Chief Operating Officer; and Michael Opitz, Director of Information Technology and Security, oversees these vital components of our organization. We have also continued our progress towards further implementation of our enterprise systems to automate and streamline several business processes, and we have enhanced our employees’ orientation and onboarding programs as well as our campuses’ security protocols and enforcement, all significant and targeted strategic goals.

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* P hoto by Paul Ruffolo Includes cover photo † Photo by Gary Heller †† Photo by Ryan Hainey √ Photo by Marlene Heller

Foundation 2014 -2015 Activities and Net Assets July 1, 2014 through June 30, 2015 Unaudited

Statement of Activities (unaudited)

Year ended June 30, 2015

REVENUE

Net Investment Income $3,490,853 Pledges and Contributions 650,854 Total Revenue $4,141,707

GRANTS & EXPENSES Program Grants $ 4,475,662 Administrative 365,488 Less: Total Expenses $ 4,841,150 $ (699,443)

DECREASE IN NET ASSETS

Statement of Net Assets (unaudited)

June 30, 2015

CHANGE IN of Year NET ASSETS Beginning â€

Increase Balance, (Decrease) End of Year

Unrestricted Board Designated Temporarily Restricted

$ 90,048,482 55,392,979 16,530,178

$(1,743,512) 994,829 49,240

$ 88,304,970 56,387,808 16,579,418

$161,971,639

$ (699,443)

$161,272,196

Donor Designated Funds Total ($16,579,418) Resident Care $530,671 Greatest Needs Funds $6,615,216 Employee Appreciation $195,979 Employee Education $1,388,318

Resident Services $354,991 3.2%

Spiritual Development 2.1% $813,4034.9% 2.6%

Music and 3.4% Art $432,937 34.4% 8.4%

Resident 1.2%Activities 39.8% $559,880 Residential Facilities $5,688,022

Donor Designated Funds

Resident Care Helen Bader Center Fund Hans Schapira Fund Sarah Chudnow “Bikkur Cholim” Award Fund Minnie K. Friedman Rehabilitation Center Fund Resident Services Sanford J. Ettinger Chai Point Library Fund Minow Family Library Fund Beatrice Miller Beauty Shop Fund Spiritual Development Hyman Kastrul Synagogue Fund Sam and Dora Levinsky Shabbat Fund Burton Minow “Oneg Shabbat” Fund Avrum and Anita Chudnow Shabbat Fund Kahn Fund Music and Art Yaker and Sarah Rakita Fund Harry and Celia Perlstein Afternoon of Music Fund Gilbert Meisel Music Fund Frisch Family Music Fund Dr. Myron and Phyllis Shuster Fund Irving and Clarissa Lore Fund RUACH Fund Resident Activities Frances and Ezra Berman Activity Fund Edith Jacobson Ice Cream Social Fund Ida Soref Ice Cream Social Fund

Martin F. Stein Intergenerational Fund Posner Chair for Intergenerational Programming Adult Day Center Herschel Gellerman Memorial Fund William Komisar Fund Residential Facilities Lee and Lilly Lerner Fund Monya’s Garden Fund Esther and Lester Heiny Beautification Fund Celia and Jacob Schnell Fund Education Ruth Coleman Educational Fund Elizabeth Laskin Educational Fund Nita Corré Educational Fund Nina Noemi and Sidney Zelik Widell Fund Education Fund Employee Appreciation Kruglak National Nursing Home Week Fund Stella Plous Caring Award Fund Maurice Surlow Award Fund Greatest Needs Funds Golden Alliance Friends of the Jewish Home and Care Center Dor l’Dor Corridor Fund Chai Point Fund Sarah Chudnow Community Fund Jewish Home and Care Center Fund

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