JHCC Foundation | 2013-2014 Annual Report

Generations of Continued Service 2013-2014 Annual Report

Jewish Home and Care Center Foundation

Message from Michael Sattell, President 2

To Our Supporters: Welcome to our second Annual Report. In the following pages we outline many of the wonderful and innovative ways that, with your loving and generous support, we continue to fulfill our mission.

We have been so blessed to have Generations of Continued Service from so many community families.

The thoughts shared by resident-descendents of three such families follow. As you read their comments just imagine the passion and energy that their forefathers and foremothers gave to build our incredible community. And let’s all be thankful for the virtues instilled in their children to continue the outstanding service and care received by so many in need.

Like them, and you, my family has provided Generations of Service to our communities as well.

I recall my grandmother Sattell-Berliant describing visiting often with her friends who resided at the Jewish Home well before she too became a resident.

My mother and father always provided financial support, and encouraged their children to become active in community affairs. As a teenager, through Jewish youth groups, I visited the Jewish Home several times to talk with residents. I was deeply honored when I was asked to serve as Chairman of the Sarah

Chudnow Community in 2007. And today, my wife Lisa, my sister, and sister-in-law are all proudly volunteers and financial supporters as well.

Our outstanding Boards of Directors work tirelessly to ensure the wish that we may all carry on the legacy of service and support our families have demonstrated through their love, compassion, action and commitment to further our outstanding care based on Jewish values. And that we may we all instill these same values in our children and grandchildren, and all generations to come.

With much gratitude,

Michael I. Sattell President and Chief Executive Officer

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 Chairman of the Board: Joshua L. Gimbel

Eugene Bass Roberta Caraway Daniel Chudnow Nita CorrĂŠ, President Emeritus William Elliott Joshua L. Gimbel Leonard Goldstein Donald Grande

Nathan Bernstein Daniel Chudnow Judy Coran Peggi Glaser Mark Goldstein Eileen Graves Rachelle Hart Philip Himmelfarb Robin Irwin Karen Peck Katz Bill Komisar

Rachelle Hart Philip Himmelfarb William Komisar Ronald Miller J. Lewis Perlson Richard Rakita Richard Strait David Weber

CHAI POINT SENIOR LIVING Chairman of the Board: Howard Loeb Arthur Arnstein Alan Borsuk Suzy Ettinger Rosalie Gellman Sheldon Gendelman

Hal Karas Rebecca Michels Gary Sobel Rachel Wagner Stanford Wynn

Daniel Lee Judith Margolis William Mayer Gary Meyer Arleen Peltz Richard Rakita Stephen Richman Seth Robbins David Smulyan Leonid Soroka Kenneth Stein

SARAH CHUDNOW COMMUNITY 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

Mission -- Board of Directors

JEWISH HOME AND CARE CENTER FOUNDATION Chairman of the Board: Arleen Peltz

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Jewish Home and Care Center

Interview with Donna Selig, resident of Jewish Home and Care Center

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Q: Can you share your story on how you and your family have been connected through generations to our organization?

A: My mother, Esther Chaimson, was a volunteer at the Jewish Home when it was on the west side. Her fondness and passion for residents led me to becoming a social worker on October 15, 1979. I was a floor social worker, helping with special cases, and within a year or two became the director of Social Services. Later, when Chai Point Senior Living opened its doors, I was involved with the marketing and admissions. I loved learning about the residents. Each resident had a unique story to share that was my favorite part of being a social worker.

Q: What has surprised you the most about living within our communities?

A: I first moved into Chai Point Senior Living independent living. My health took a turn and I needed to come to the Jewish Home. I came to the Jewish Home prior to the recent renovation. When we moved back, everything had changed. One of the best surprises with the renovation was the dining room and view of the lake.

Q: What is something you enjoy doing at the Jewish Home and Care Center?

A: I have enjoyed building relationships with other residents. I have enjoyed creating friendships with staff; they are so accommodating. I enjoy my room; I have hosted many parties with family and friends. I also love swimming and doing a pool workout.

Q: What do you think future generations should know about our communities?

A: Future generations should know the efforts put into the Jewish Home to keep the environment warm and inviting. At the Jewish Home, we continue with tradition and providing services that are based on Jewish values.

Also, when you walk into the front doors of the Jewish Home, the feeling of being in a nursing home never comes to mind. It has always been like that.

Capital Expenditures $756K

Program Grants $17K

was granted to the Jewish Home through the donor-advised funds that can be found on pages 13-15.

Grants were given for items like intergenerational programs, concerts, and medical equipment.

Debt Guarantee $465K

As of 6/30/14, the Jewish Home holds 15M in debt, including SWAP liability, incurred from the renovation. All debt is guaranteed by the Foundation.

Operations $2.5M

was granted to JHCC to cover the shortfall of revenue incurred from the high percentage of residents receiving government subsidy for their care.

T-19/Family Care $3.3M

is the amount of shortfall from the Jewish Home’s published rates for Medicaid, Family Care, Veterans Association and Medicare. Most of this amount is covered by prudent choices and budget-conscious decisions that pay back the majority of the shortfall.

Funded Depreciation $1.6M

How We Continue Our Legacy

was granted for protection and security of technology centers as well the Xenex machine to kill common skilled nursing home infections and bacteria. Other items include phase two of electronic medical records and grants for specialized medical equipment.

was set aside by the Foundation for future capital needs and replacement of other depreciated assets.

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Chai Point Senior Living

Interview with Shlomo Stillerman, resident of Chai Point Senior Living

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Q: Can you share your story on how you and your family have been connected through generations to our organization?

A: My wife, Nina, and I, and my family, have always been active within the Jewish Home and Care Center.

Nina worked for the Jewish Home when it was on 50th Street. She was the director of the Sheltered Workshop and director of Volunteers. She was able to communicate quite well with the residents because she spoke Yiddish. When she worked at the Sheltered Workshop she helped bridge the gap between the outside and life in the Home and provided paid jobs for residents within the Home. My mother and father were also residents of the Jewish Home and this picture (right) is of her sewing at the Jewish Home and Care Center, providing a service.

Q: What has surprised you most about living at Chai Point Senior Living?

A: In 2010, Nina and I moved into Chai Point. I was most surprised by the helpfulness of the staff. My daughter, who helped us with the move, really saw the sincerity. Gary, in the maintenance department, helped move our furniture and reacted positively to what we needed. With Nina having Alzheimer’s disease and its progression, she has moved to the Jewish Home and

Care Center. With my daughter’s energy and support of the staff at Chai Point and the Jewish Home, Nina is receiving the care she needs.

Q: What do you think future generations should know about our communities?

A: It’s important for our future generations to stay in contact with older generations. It’s a broadening experience for both generations. There is a variety of Jewish opportunities to stay connected and continue connections within our communities.

Q: The Jewish Home was founded in 1906, by eight people who came together to start a Home that would benefit the entire Milwaukee Jewish Community. If you could say anything to those founding eight people what would it be?

A: I would like to thank the founding eight people and congratulate them on their foresight - in seeing the change in life expectancy, need for more services for seniors and the growing population of the Milwaukee Jewish seniors.

Capital Expenditures $331K Operations

Due to the high occupancy of Chai Point, there are no operational dollars needed from the Foundation.

Chai Point is able to pay for all of its operational costs.

Program Grants $8K

was granted to Chai Point through the donor-advised funds that can be found on pages 13-15. Grants were given for items like intergenerational programs, concerts, and other activities that residents are able to enjoy.

Debt Repayment $6.8M

is the remainder of what Chai Point owes for the debt that was incurred from construction of the building 20 years ago and the current construction of a third elevator.

T-19/Family Care $170K

is granted to Chai Point from the Foundation to cover the cost of the residents who receive Family Care to pay for their rent and other expenses.

Funded Depreciation $665K

was set aside by the Foundation for future capital needs and replacement of other depreciated assets.

How We Continue Our Legacy

was granted for apartment improvements including an additional apartment on the third floor. Other items include phase two of electronic medical records, general building upkeep, and grants for specialized medical equipment.

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Sarah Chudnow Community

Interview with residents Genia and Sol Lemel and their daughter, Brenda Wichman

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With no family left, and nothing, other than each other, Genia and Sol Lemel emigrated from Poland to Milwaukee, Wisconsin in 1945. Genia and Sol are Holocaust survivors.

The Sarah Chudnow Community is honored to present this couple whose story will continue to live on from generation to generation. Sitting down with the Lemels and daughter Brenda Wichman we were able to see how the Sarah Chudnow Community has affected their lives.

Q: What is something you enjoy doing at Sarah Chudnow Community?

Lemels: We have made many friends through living here.

Both of us enjoy participating in yoga, exercise classes, and playing rummy cube with friends. In summer, we look forward to the concert series in the evening. We both enjoyed watching a little league baseball team come and practice out at Sarah Chudnow.

Q: Can you share a daughter’s perspective on transitioning to the Community?

BW: Initially my mother had fallen and she went to Sarah Chudnow Community for rehabilitation. I currently live in Mequon, toured the facility, and was very pleased. My parents were no longer able to live on their own and, as much as the transitioning can be difficult, their quality

of life is much better. Managing on their own in a condo would have been extremely challenging for both. At Sarah Chudnow Community, there is staff here to help them 24/7.

Q: What would you like future generations to know about our communities?

BW and Lemels: Future generations should know they are always welcome within the communities and to continue to be involved. And to always remember what has happened in the past and to never forget.

Q: The Jewish Home was founded in 1906, by eight people who came together to start a Home that would benefit the entire Milwaukee Jewish Community. If you could say anything to those founding eight people what would it be?

Lemels: We would say thank you and thank God there is a place for Jewish seniors. If we didn’t have this place, we would have no home and this place is the best.

Capital Expenditures $196K

Program Grants $4K

was granted to Sarah Chudnow through the donor-advised funds that can be found on pages 13-15.

Grants were given for items like intergenerational programs, concerts, and other activities that residents are able to enjoy.

Debt Repayment $8.5M

Operations $2.1M

was advanced for operating and security needs on advancing our mission in the North Shore.

T-19/Family Care $108K

is the amount of shortfall from residents who receive government subsidy to pay for their rent and other expenses. 16% of Sarah Chudnow’s residents rely on Family Care to help pay for their rent and other expenses.

As of 6/30/14, $8.5M is the remainder of what Sarah Chudnow owes directly to the Foundation for the debt that was incurred from the construction of the building eight years ago. The community has another $19.5M in bond debt, including SWAP liability, that is guaranteed by the Foundation.

Funded Depreciation $836K

was set aside by the Foundation for future capital needs and replacement of other depreciated assets.

How We Continue Our Legacy

was granted for apartment and renovations, general building upkeep, as well as phase two of electronic medical records for assisted living residents and the Skilled Nursing Facility of 25 beds.

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Jewish Home and Care Center Foundation 10

Year in Review Throughout the 108 years of our history, our Generations of Continued Service have allowed us to expand our offerings from a simple Home for the Aged to a full continuum of care.

Our legacy continues through the vision, compassion and generosity of our donors. The services we offer: Deepen Roots: • We created connections and educated our families, donors, and outside community members through the use of social media, Jewish Senior Living Newsletter, and our first annual report.

• The Foundation hosted a Generation to Generation Award Lunch honoring the Gene and Ruth Posner Foundation, thanking the family for its support of the past, present and future generations of our communities.

• We welcomed Jonathan Mann, Director of Development; Liza Holle, Donor Stewardship Coordinator; and Julie Shlensky, Posner Chair for Intergenerational Programming, to the Foundation. Along with Beth Draper, Voulunteer Coordinator, all are passionate about enriching the lives of seniors and working in collaboration to be at the forefront of senior care.

Nurture Creativity: • Innovative technologies provide residents with advanced therapies and equipment to ensure the greatest amount of comfort and dignity. We are the first in the USA to install the latest therapy technology, VibeTech One in our Sub Acute Rehab and also the

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first senior living community in the USA to install the Xenex Germ Eliminating Robot to combat infections and viruses common in senior living and health care environments.

We are moving forward on electronic medical records in compliance with state and federal mandated laws. A learning center is now available to enhance employee skills and online learning.

Grow the Future: • The Adult Day Center and ReCharge! program continue to respond to the community. ReCharge! is an interactive brain and body fitness class. Over the past year, ReCharge! has increased attendance and is considering adding additional classes.

• Our organization has created initiatives to enhance education for employees, families and the greater community. Marlo Graceffa, our new Director of Human Resources and Organizational Development, works collaboratively in fulfilling this strategic plan.

• The Foundation welcomes Professor Christine R. Kovach, Director of Research. Dr. Kovach is working to facilitate the identification of research questions and conduct research related to clinical long-term care needs.

Watch for results of her first study!

We continue to build on our history of innovation and our commitment to provide the highest level of care for our residents. Thank you for enabling Generations of Continued Service!

Statement of Activities and Net Assets

Donor Designated Funds

for the year ended June 30, 2014

GRANTS & EXPENSES

Net Investment Income1 Pledges and Contributions Total Revenue

$21,193,984 Program Grants

$3,537,188

$986,996 Administrative

$331,230

Less: Total Expenses

$3,868,418

$22,180,980

INCREASE IN NET ASSETS: $18,312,562 Change in Net Assets

Beginning of Year

Net Increase

Balance End of Year

Unrestricted2

$92,479,764

$8,278,170 $100,757,934

Board Designated3

$47,852,928

$7,540,051

$55,392,979

Temporarily Restricted4

$14,035,837

$2,494,341

$16,530,178

Includes market valuation increases.

Unrestricted: Not subject to donor-imposed stipulations.

3 Board Designated: Net assets subject to donor-imposed stipulations that are overseen by the Foundation Board of Directors. This includes Lillian Garner donation for subsidy of low-income residents.

4 Temporarily Restricted: Subject to donor-imposed stipulations. All funds listed on pages 13-15.

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How We Continue Our Legacy

REVENUE

for the year ended June 30, 2014

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VOlunteer Programs

Generations of Touched Lives Each year, the Jewish Home and Care Center, Chai Point Senior Living, and the Sarah Chudnow Community are extremely grateful for so many dedicated volunteers.

Different generations walk through our doors ready to give a helping hand and create connections with our residents. This year, volunteers ranging from ages 12 to 93 years old have gifted over 12,000 hours of their time to inspire, to listen, and to make a difference in our residents’ lives. The volunteer department is the driving force to helping our communities live out bikkur cholim (visiting the sick). For over 108 years, from one generation to the next, volunteers continue to hold a vital role in touching the lives of residents.

Throughout our communities’ development, Hand in Hand, Partners in Caring continues to sustain and partner in our growth and expansion to the volunteer department. Strong relationships and intergenerational connections were made with local universities and schools including: University of Wisconsin-Milwaukee, Marquette University, Homestead High School, Shorewood Middle School and more. UWM honored our volunteer program with the Community Partner of the Year Award, recognizing our volunteer program as a meaningful partner providing student engagement that inspires and

motivates. The volunteer department also collaborates with bar and bat mitzvah students as they work to complete their mitzvah projects.

This past year, many of our volunteers became like extended family, fulfilling the mitzvot of honoring our mothers and fathers. Volunteers are offered opportunities to visit with residents one-on-one, accompany residents on outings in the community, work in the Hand in Hand-run gift shop, aiding the activities department with birthday parties, ceramics class, concerts, and more.

It was through volunteer efforts that the Home for Aged Jews was founded in 1906 on 727 Galena Street in Milwaukee. Without the vision and dedication of these volunteers, the Jewish Home would never have been able to meet the needs of seniors within the Milwaukee Jewish Community.

Generations of volunteers have touched the lives of residents and molded our communities to where they are now. Our residents and their families, our boards and our staff are extremely thankful.

Giving of myself and my time to causes and organizations that are special to me gives my life more meaning and purpose. ~ Mary Anne Selby, Hand in Hand Board Chair 12

Supporting Generations of Continued Service RESIDENT CARE

Hans Schapira Fund: Helps to pay for miscellaneous medical equipment at the Jewish Home and Care Center.

Sarah Chudnow “Bikkur Cholim” Award Fund: Bikur Cholim, “visiting the sick,” in Hebrew, is a term encompassing a wide range of activities performed by an individual or a group to provide comfort and support to people who are ill, homebound, isolated and/or otherwise in distress.

Minnie K. Friedman Rehabilitation Center Fund: Helps to purchase specific types of equipment that might help residents participating in rehabilitation at the Jewish Home and Care Center.

RESIDENT SERVICES Sanford J. Ettinger Chai Point Library Fund: Set up to purchase books or other equipment to enhance the library.

Minow Family Library Fund: Helps to provide books, video cassettes and audio tapes for the Jewish Home and Care Center residents.

Beatrice Miller Beauty Shop Fund: For Jewish Home and Care Center Residents who cannot afford to get their hair done.

Hyman Kastrul Synagogue Fund: Supports the religious services department to meet the spiritual needs of our residents at all three communities.

Sam and Dora Levinsky Shabbat Fund: Supports special activities of the Synagogue and provides one special Shabbat and Kiddush each year at the Jewish Home and Care Center.

Burton Minow “Oneg Shabbat” Fund: Funds one annual Shabbat after religious services.

Avrum and Anita Chudnow Shabbat Fund: Honors residents at Sarah Chudnow Community one time a year during Shabbat.

Kahn Fund: Supports activities or necessities of the Religious department at the Jewish Home and Care Center.

MUSIC AND ART Yaker and Sara Rakita Fund: Funds a concert on Sukkot for the Jewish Home and Care Center and Chai Point Senior Living. (Combined with the Rakita Fund in 2014.)

Donor Designated Funds

Helen Bader Center Fund: Helps to pay for the Greatest Needs for the original Helen Bader Center.

SPIRITUAL DEVELOPMENT

Harry and Celia Perlstein Afternoon of Music Fund: Pays for Sunday afternoon concerts in the Rubenstein Pavilion on a quarterly basis. The music is enjoyed by residents of the Jewish Home and Care Center, Chai Point and Sarah Chudnow Community.

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Gilbert Meisel Music Fund: Supports an annual summer concert series at the Sarah Chudnow Community.

Donor Designated Funds

Frisch Family Music Fund: Set up to fund an annual concert on Mother’s Day for all residents at the Jewish Home and Care Center and Chai Point.

Dr. Myron and Phyllis Shuster Fund: Provides for annual cultural programming, both Jewish and non-Jewish, to enhance the cultural experience and enjoyment of Chai Point residents.

Irving and Clarissa Lore Fund: Set up as a general fund to be used for Chai Point resident activities.

RUACH Fund: Established by Rubin Sharpe to facilitate a partnership between RUACH, Inc. and the Jewish Home and Care Center, Chai Point, and Sarah Chudnow Community. RUACH’s mission is to enrich and educate the Greater Milwaukee community with music and arts programming in a Jewish context.

RESIDENT ACTIVITIES Frances and Ezra Berman Activity Fund: Funds activities for residents of the Jewish Home and Care Center.

Posner Chair for Intergenerational Programming: Funded by the Gene and Ruth Posner Foundation. The Posner Chair for Intergenerational Programming will work to increase our programming across our three communities and continue uniting the wisdom and experience of our older adults with the energy and enthusiasm of our children.

Adult Day Center: Set up specifically for the Adult Day Center of the Jewish Home and Care Center for activities or other Greatest Needs.

Herschel Gellerman Memorial Fund: Created by Herschel Gellerman’s daughter to support activities at Chai Point Senior Living.

William Komisar Fund: Set up to honor William Komisar for his chairmanship of the Jewish Home and Care Center Board of Directors to be used for resident activities.

RESIDENTIAL FACILITIES

Edith Jacobson Ice Cream Social Fund: Funds an ice cream social for the Helen Bader Center residents once a year.

Ida Soref Ice Cream Social Fund: Provides for a quarterly ice cream social at Chai Point.

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Martin F. Stein Intergenerational Fund: Established to provide a lasting tribute to Marty Stein and his many contributions during his tenure as chairman of the board of the Jewish Home and Care Center. This fund helps support intergenerational programs for residents. This will help bring the wisdom and experience of our older adults together with the energy and enthusiasm of our children.

Lee and Lilly Lerner Fund: Established to help with general facility upgrades at the Jewish Home and Care Center.

Monya’s Garden Fund: Used for beautification of the garden and porch at the Helen Bader Center.

Esther and Lester Heiny Beautification Fund: Set up to be be used for general campus beautification needs at the Jewish Home and Care Center.

Celia and Jacob Schnell Fund: Set up for expansion, renovation and building expenses at the Jewish Home and Care Center.

Maurice Surlow Award Fund: Set up to recognize an outstanding staff member from each campus. Staff is elected by other staff members, residents and families. Winners are given a plaque and a monetary award.

GREATEST NEEDS FUNDS

Ruth Coleman Educational Fund: To be used for education and special training for staff.

Elizabeth Laskin Educational Fund: Supports activities of the community relations department and supports the annual Elizabeth Laskin Lecture.

Golden Alliance: Membership to promote annual unrestricted gifts of $500 and above for the Greatest Needs of all organizations.

Friends of the Jewish Home and Care Center: Membership to promote annual unrestricted gifts of $25 - $100.

Nita Corré Educational Fund: Established to further education of employees at all three communities.

Dor l’Dor Corridor Fund: Generation to Generation tribute wall to remember family and friends. All donations go to the Greatest Needs of the organization.

Education Fund: Funds the education department’s Greatest Needs.

Chai Point Fund: For the Greatest Needs of Chai Point Senior Living.

EMPLOYEE APPRECIATION Kruglak National Nursing Home Week Fund: Honors the efforts of the Skilled Nursing Facility staff once a year during National Nursing Home Week. Lunch is provided by JHCC on a selected day during that week.

Stella Plous Caring Award Fund: Honors Nursing Assistants during National CNA Week. One special CNA who is elected by peers is presented with a plaque and monetary award.

Sarah Chudnow Community Fund: For the Greatest Needs of Sarah Chudnow Community.

Jewish Home and Care Center Fund: For the Greatest Needs of the Jewish Home and Care Center.

Donor Designated Funds

EMPLOYEE EDUCATION

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Non-Profit Organization U.S. Postage PAID Milwaukee, WI Permit No. 3120

1414 N. Prospect Avenue Milwaukee, WI 53202 414.276.2627 | www.jewishseniorliving.org

Generations of Continued Service