Annual Report 2008

Views Along the Path 2 0 0 8 A N N UA L R E P O RT

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TO U C H S TO N E M E N TA L H E A LT H | 2 0 0 8 A N N UA L R E P O RT

Martha Lantz, LICSW, MBA Executive Director Touchstone Mental Health

Thank you!

Liz Sjaastad Board of Directors Chair – 2008 Touchstone Mental Health

We invite you to enjoy our Views Along the Path as we celebrate our stories and milestone achievements. We are able to highlight these successes because of your efforts, big and small; those expressed from a distance and those close at hand. We look forward to the future journeys we will travel with each of you.

Originally built by Canadian Inuits to serve as guideposts, these beautiful structures range from the discreet to the magnificent. No matter their size or stature, they serve as pathway markers letting travelers know they are headed in the right direction and they are not alone.

Like those we serve, our organization also travels paths of opportunity and growth. As we embark in new and exciting directions as individuals and a collective organization, we have embraced the inukshuk as a guiding image.

At Touchstone Mental Health, we assist people as they define their path of recovery and help guide them as they progress along the way. We hope each individual experiences safe passage as they strive to achieve their goals.

Dear Friends,

Touchstone forged new partnerships with Projects for Pride in Living and The Seward Neighborhood Group to take steps toward creating a new model of holistic services.

FO RGI N G N E W PARTN E RSHI P S

Touchstone expanded its staff leadership development initiatives by launching on-line essential learnings for staff and forming an internal Leaders’ Group.

E X PA N D I N G S TAF F D E VE LO PM E N T

Touchstone served more adults with severe and persistent mental illness then ever before while increasing the percentage of those living in the community with stable housing.

S E RV I N G M OR E T HA N E V E R BE F O RE

Touchstone piloted an Intensive Community Rehabilitation Service program and incorporated its intentional community “true community model” across agency.

A T RAD I TI O N O F I N N OVATI O N

Touchstone Mental Health’s Organizational Milestones

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Based on neuroscientific research and inspired by the organic healing garden planted around the building by Garvin Enterprises; the facility’s interior was remodeled creating healing environments built specifically for the needs of residents.

AN E NV I RO N M E NT F OR HE A LI N G

Touchstone developed and implemented the first token economy into its household skills program where residents learned the basic steps and skills necessary to maintain a household and earn rewards based on their ability.

A F I RST F OR TO UC HS TO N E

Holistic programs and services were expanded to include twice weekly acupuncture programs, weekly relaxation and guided imagery groups, mindful movement classes and a therapeutic art group.

E X PA N D E D PRO GRAMS

Comprehensive assessment and individualized treatment plans addressing mental health, clinical dependency, physical health and independent living skills resulted in an 88 percent client success rate.

O U T STA N D I N G SU CC E S S RATE

84 clients were served at the 14-bed Minneapolis facility reflecting a 22 percent increase in admissions.

I N CR E ASE I N A D M IS S I O N S

Residential Treatment Milestones

“The defined destination can be a life-long journey not to be realized for 30+ years, or as immediate as one more day of sobriety,” said Elena. “It can be as vague as a feeling or as clear as a picture on a wall.”

By developing individualized treatment plans, the staff helps each client determine their desired destination, define their path and provide them with the support they need to take firm steps toward their life goals.

“The time clients spend at Touchstone Residential is very brief — between 75 to 90 days on average. We meet them at a critical point in their life where they can really benefit from having guides for safe passage back into the community,” said Elena. “Our job is to help them secure their footing and provide a foundation, so they can move further down their path.”

Elena, a mental health counselor at Touchstone Residential for four years, assists clients as they define and navigate their path. She achieves this through a holistic approach — mind, body and spirit.

“The greatest joy is in the moments — the steps along the path” shared Elena. “Observing someone emerge from total social isolation for the first time in years and invite their neighbor to play a game of cards can be a major step toward achieving life goals.”

“We meet them at a critical point in their life where they can really benefit from having guides for safe passage back into the community.”

To reach their desired destination, clients need a guide to help them slow down and take things step-by-step. At times, clients become overeager to complete treatment or don’t appreciate the depth of their mental health challenges.

Some clients are simply stuck and lack belief in their ability. They need help to tap into their inner energy so they can move forward along their path and maintain stability in the outside community once they move on from Touchstone Residential.

Articulating their personal goals, maybe for the first time in years, is the first step clients take upon entering Touchstone Residential Treatment.

Defining the Path

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RESIDENTIAL TREATMENT | ASSISTED LIVING | INTENTIONAL COMMUNITIES | COMMUNITY REHABILITATIVE SERVICES & CASE MANAGEMENT | FINANCIALS

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“I am so proud of David and how far he has come,” said Deb, his counselor. “The David I know today is an entirely different man than the one who walked through these doors six years ago. His demeanor has transitioned so nicely. He has such a wonderful sense of humor and a joyous laugh. We are all glad we get to experience the genuine David.”

Today, the unkempt man that walked through the door six years ago is a memory.

David is smiling as he enjoys the views along his path.

“Touchstone touches and forever changes your life,” said David. “It is a home where individuals and staff live peacefully with each other. Everyone makes progress in their own way and they share it with each other.”

“Through the years, I have taken small steps — one, or two at a time…I have become steadier, more interested in my appearance. I have become more insightful and have the ability to be an active part of the Touchstone community,” said David. “I have a part time job and live in a house with room mates. I am sharing experiences with staff, people I live with, people at work and people in the community and find they are friendly and pleasant.”

At Touchstone Assisted Living clients have the opportunity to become a member of a permanent community, one that supports every individual as they navigate their life’s journey. Clients and staff collaborate to create a community of on-going acceptance and encouragement. They grow stronger individually as they support one another collectively.

“Touchstone touches and forever changes your life.”

The once withdrawn David now actively participates in the community’s exercise groups and movie nights. His demeanor has shifted; he laughs and enjoys the company of others.

“I entered Touchstone Assisted Living from a group home in the city at a stressful time in my life,” said David. “Everyone here has been a friend to me. It is nice to see pleasant faces daily.”

A gentleman walked through the front doors of Touchstone Assisted Living with an overgrown beard, unkempt hair and tattered appearance.

He had travelled from the noise and clutter of a busy urban setting searching for a quieter, safer place to tread. He was exhausted and withdrawn, rarely made eye contact and seldom smiled.

A New Path to Tread

Touchstone’s Assisted Living resident participation in employment, education or volunteer work rose from 57 percent in 2007 to 67 percent in 2008 further highlighting the community tenure success rate.

I NCR E AS E I N PARTI C I PAT I O N

Residents and staff set the goal of increasing activity frequency from three times weekly to six times weekly.

The established goal was met, resulting in 75 percent increase in resident activity participation.

I NCR E ASE I N G RO U P AC TI V I T I E S

Touchstone Assisted Living’s 16 members built a strong bond and sense of community during the past year. A major factor in this development was the 100 percent resident retention.

RE S I D E N T RE T E N TI O N

Assisted Living Milestones

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RESIDENTIAL TREATMENT | ASSISTED LIVING | INTENTIONAL COMMUNITIES | COMMUNITY REHABILITATIVE SERVICES & CASE MANAGEMENT | FINANCIALS

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Intentional Communities I and II implemented a non-violent communication model to support effective communication and conflict resolution.

A D D RE S S I N G D I F F ERE N CE S

The Intentional Community staff office moved into Sabathani Community Center to provide increased accessibility for members and the opportunity to be part of a larger social service based community center.

A M OV E F O R T HE B E TTE R

Eighty-eight percent of community members maintained independent living while 95 percent maintained good physical health.

I ND E PE N D E N CE AN D GO O D HE ALT H

The percentage of Intentional Community members’ maintaining stable affordable housing increased from 92 percent in 2007 to 96 percent in 2008.

S TA B LE HO U S I N G F O R M E M B E RS

Intentional Community Milestones

Rachel verbalized her recovery vision as “wanting to get to where I don’t have any doubts about myself; I don’t want to worry about what others think and need them to validate who I am.”

The women developed a fast bond based on similar life experiences including abuse, homelessness, isolation and lack of support. As both women developed a sense of safety within the community, they were able to look forward.

They defined individual goals and generated optimism for the future.

“I met Touchstone Intentional Communities at the most difficult time of my life,” said Denise.

“I felt it was a good reason to hope for a strong foundation.”

“Touchstone Intentional Communities helped me to obtain housing and only then did I experience a period of time when I was not abused by others,” said Rachel.

“My friendship gave me someone to talk to, confide in and cry with.

It helped me understand some things about myself.”

Denise* and Rachel* arrived at Touchstone Intentional Communities two years ago. In that time, both women have absorbed the communities’ values and worked through the natural community building process.

*Names have been changed for client privacy.

Today, Rachel and Denise are active Touchstone Intentional Community members. They, along with all community members, have worked through difficult times and celebrated each individual’s gifts, problems, values and beliefs. They are living in a “true-community.”

“Through the year, I have learned how to make some of my own needs a priority and how to set limits based on my needs,” said Denise.

“My friendship gave me someone to talk to, confide in and cry with sometimes,” said Rachel.

“This relationship helped me to understand some things about myself.”

As each woman took steps toward achieving her defined destination, their relationship with each other evolved. They found themselves at different points with different needs. They redefined their relationship and worked to communicate respectfully and honor the needs and feelings of each other.

Once Rachel and Denise recognized their goals, they worked with their Touchstone advocates and their fellow Intentional Community members to become equipped with the tools and confidence to work steadily toward them.

“I would describe my destination as learning selfsufficiency — how to pay bills, keep a budget, and maintain medical appointments. I hope this will grow into the workplace,” Denise said.

Touchstone Intentional Communities’ create a gathering space where members feel safe, have hope for the future, feel empowered and have relationships built on mutuality and reciprocity. Because the 36 members hold these values, they experience the struggle, change, success and failure associated with “true community.”

The Path to True Community

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RESIDENTIAL TREATMENT | ASSISTED LIVING | INTENTIONAL COMMUNITIES | COMMUNITY REHABILITATIVE SERVICES & CASE MANAGEMENT | FINANCIALS

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Often clients put aside who they are and the activities that give their life heart and meaning — activities the general public takes for granted. They do this in order to focus on the immediate stressors of their illness or life situation. In fact, the mental health system is often crisis and symptom focused and indirectly encourages clients to be the same.

This can result in treatment that creates a treadmill like effect for clients and providers.

The art is to discover how to hold space and address the basic needs and symptoms while emphasizing a perspective that includes healing and quality of life issues.

Kara is one of the fifteen team members who took the new uncharted path. “I try to understand who my clients are underneath their illness or diagnosis,” said Kara. “Just as I am not solely defined by my profession as a Clinician and Holistic Practitioner; my clients need the opportunity to clearly experience who they are outside their defined illness.”

The team grew in understanding and integrated new approaches into their professional roles. As they evolved to meet the new opportunities, they strove to hold true to who they were professionally and personally. This professional evolution, in some ways, mirrored the recovery process of the clients they serve.

“Honoring the whole person provides us with a lens that is strength and health based and is ultimately the anecdote for the difficulty of the journey,” said Kara. “I am extremely glad to bear witness to our clients’ inner work and to support them to express this in the world both practically and creatively — whether the success is realized by coming out of their apartment for the first time in years to enjoy a ride on the light rail; expressing themselves through art; taking a yoga class or going back to college to obtain their degree in interior design.”

Using this model of care, clinicians are able to address much more than basic housing and therapeutic treatment needs. Instead, they can expand their focus to consider what personal dreams and desires their clients have put aside as they worked on more traditional treatment goals.

“Clients need the opportunity to clearly experience who they are outside their defined illness.”

“I feel it is my job to encourage clients to cultivate a path which honors who they are outside of their illness — to build a life that reflects a truer sense of who they are as an individual.” said Kara.

2008 was a transitional year for Touchstone’s Case Management Team.

By accepting the opportunity to pilot an Intensive Community Rehabilitation Services program in Hennepin County, the team members shifted to a new model of care, providing a level of service previously unavailable to adults with serious mental illness.

Travels Along a New Path

Intensive Rehabilitation Services implemented a Women’s Group and Mind Body Skills Group to support symptom management, community transition, community integration and social skill development.

COM IN G TOG ET HER

Intensive Community Rehabilitative Services and Target Case Management expanded service offerings to include twice weekly psychiatric services for their programs’ clients.

EXPA N DED SE RVI CES

Touchstone Mental Health launched a pilot collaboration with the Department of Human Services and Hennepin County to offer Intensive Community Rehabilitative Services and Targeted Case Management services. This new level of case management and community support provides a third option for individuals who need more intensive support than traditional case management but may not qualify for or need the intensity of ACT services.

A SUP P ORT IN G PART N ER S HIP

Intensive Community Rehabilitation Services and Targeted Case Management Milestones

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RESIDENTIAL TREATMENT | ASSISTED LIVING | INTENTIONAL COMMUNITIES | COMMUNITY REHABILITATIVE SERVICES & CASE MANAGEMENT | FINANCIALS

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3,189,463 192,035 50,183 3,431,681

Expenses Program Services Management and Administration Fundraising

Total Expenses

1,595,652 1,921,313

Total Net Assets

Total Liabilities and Net Assets

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1,557,699 37,953

325,661

Total Liabilities

Net Assets Unrestricted Temporarily Restricted

317,578 8,083

1,921,313

Total Assets

Liabilities Current Liabilities Other Liabilities

1,157,786 307,610 311,082 37,953 106,882

Assets Cash and Cash Equivalents Accounts Receivable Property & Equipment (net of depreciation) Investements Other Assets

2008

A S OF DECEM B ER 31, 2008 A ND 2007

STAT EM ENT OF FINA NCIA L POSIT ION

355,031

3,786,712

Total Support & Revenue

Change in Net Assets

2,632,579 792,025 247,255 82,818 17,515 14,520

Support & Revenue Medical Assistance Government Contracts Other Service Revenue Grants Donations & In-Kind Contributions Other Income

2008

STAT EM ENT OF ACT IVIT E S Y EAR S EN DED DECEM B ER 31, 2008 & 2007

Touchstone Financials

1,538,507

1,240,621

1,201,106 39,515

297,886

279,882 18,004

1,538,507

860,753 268,719 306,301 36,915 65,819

2007

259,836

3,259,661

3,093,065 135,190 31,406

3,519,497

2,473,201 604,271 269,547 129,465 26,567 16,446

2007

Residential Treatment 29.7%

Assisted Living 25.4%

Healing Services 0.4%

Targeted Case Management 22.5%

Intentional Communities 9.3%

Fundraising 1.5% Administrative & Management 5.6% Intensive Rehabilitation 5.7%

$3,431,681

Foundation Expenses

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RESIDENTIAL TREATMENT | ASSISTED LIVING | INTENTIONAL COMMUNITIES | COMMUNITY REHABILITATIVE SERVICES & CASE MANAGEMENT | FINANCIALS

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In Memory of Maureen Hicks Rich & Mary Penick

Glade & Lois Lantz

In Memory of Mary J. Wright Claire Wright

In Memory of Scott Sanderson Dick & Rita Sanderson Mark & Mary Sanderson

In Memory of Carl G. Roser Margaret Roser

Your support made this annual report possible.

Joel Carter, M.D., and Michael Schaeffer for permission to use your photo images.

catchfire & Bolger Printing

SPECIAL THANKS

CJ Smith

Hannah Skiba

Glenna Nelsen

Zoe Kelly

Grace Heermen

Edna Granger

VOLUNTEERS

Saints Food Service

Minnesota Twins Baseball Club

TO U C H S TO N E M E N TA L H E A LT H | 2 0 0 8 A N N UA L R E P O RT

Tami Swiggum

Fardowso Mohamud John Neinstadt

Karla Schmitt

Ingrid Bloom Renee Svoboda

Katherine Wurpts Ann Schendel

Diana Schansberg

Esther Folayan

Monica Smith

Kari Baune

10+ Years

Dorene Obi

Angela Adams

Birgit Kelly

Brook Dahl

Japhet Durojaiye

5+ Years

Claire Wright

Kara Vagen

Deborah Gruel

Glen Albert

20+ Years

Lyn Gerdis

Deborah Hesli

Julie Davis

15+ Years

Leslie Connelly

Lynde Greenhouse & Nursery

Recognizing Touchstone’s Staff Benchmark Years of Service

Bill Cochrane

General Mills

Michelle Wincell, LICSW Program Director

Birgit Kelly, LICSW Program Director

Jennifer Baumgartner Development Director

Glen Albert, LICSW Program Director

Lynette Anderson Finance & HR Director

Martha Lantz, LICSW, MBA Executive Director

Senior Leadership Team

Sharon Wilson

Catherine Stine (2009)

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Liz Sjaastad – 2008 Board Chair

Katie Lichty, Esq.

JoAnn Meyer (2009)

Merrie Kaas, PhD

Sharon T. Johnson

Michaela Diercks

Sara Barron-Leer

Chipotle’s Restaurant

Panera Bread

Board of Directors

McQuay International

Corporate

Michelle Wincell

Heidi Van Amburg

John & Liz Sjaastad

Carl & Margaret Roser

Kim Makie

Peggy Matthies Nelsen

Carolyn Lohman

Martha Lantz

Holly Cashin

Marianne Carolan

Bruce & Judy Bernier

Coni Bell

Individual

IN KIND CONTRIBUTIONS

*We apologize for any errors or omissions. Accurate donor lists are important to us.

Please contact us if you are listed incorrectly: 612-767-2161.

Sharon Wilson

MaryAnn Watters

Michael T’kach

Colleen Talbert

John & Liz Sjaastad

Barbara Scoll

Margaret Roser

Joan Raleigh

Katherine Pollock

Carolyn “Meadow” Muska

Kim Makie

Mary Martin

Marshall Lichty & Katie Weiss Lichty

Eric & Brenda Lantz In Memory of Cynthia Riggs Elene Aiken Michael & Kate Gardos Reid Yvonne Jallow Dick & Madeleine Linck Bill & Connie Riggs David Sagula Barb Sobocinski Lisa Johnson Taylor Dan & Carol Williams

MEMORIAL GIFTS

Merrie J. Kaas

Sharon T. Johnson

Marlyn & Lorrie Johnson

In Honor of Tami Swiggum Harley & Devona Swiggum Karla Swiggum

In Honor of Helen Raleigh Lynette Anderson

In Honor of Marshall Lichty & Katie Weiss Katey McCabe Nathan Crowe

In Honor of Kathy Cashin Don & Betty Cashin Tim & Holly Cashin Ken & Mary Sutherland

In Honor of Michelle Wincell Anonymous

Vanessa Heit

Michael & Kate Gardos Reid

Wasil Fiedorow

Denny Draghiciu & Sarah Brew

Michaela Diercks

Casey & Mishele Cunningham

Michael & Leslie Connelly

Bill & Susan Cochrane

Birgit Birkeland

Bruce & Judy Bernier

Scott & Sara Barron-Leer

Glen Albert

In Honor of Patricia Carolan Patrick & Marianne Carolan

In Honor of Daniel Anderson Sharon Anderson

Anonymous (4)

Sandra K. Accola

HONOR & APPRECIATION GIFTS

INDIVIDUAL CONTRIBUTORS

Touchstone Donors

Residential Treatment 2516 East 24th St Minneapolis, MN 55406 Voice: 612-722-1892 Fax: 612-722-1983 residentialinfo@touchstonemh.org Intentional Communities 310 East 38th St, Ste 223 Minneapolis, MN 55409 Voice: 612-767-3881 Fax: 612-870-3772 intentionalinfo@touchstonemh.org Targeted Case Management Services 2829 University Ave SE, Ste 400 Minneapolis, MN 55414 Voice: 612-874-6409 Fax: 612-874-0157 intensiverehabilitationinfo@touchstonemh.org Assisted Living Apartments 7376 Bass Lake Rd New Hope, MN 55428 Voice: 763-536-8134 Fax: 763-536-8893 assistedlivinginfo@touchstonemh.org Intensive Community Rehabilitation Services 2829 University Ave SE, Ste 400 Minneapolis, MN 55414 Voice: 612-874-6409 Fax: 612-874-0157 intensiverehabilitationinfo@touchstonemh.org Touchstone Administrative Offices 2829 University Ave SE, Ste 400 Minneapolis, MN 55414 Voice: 612-874-6409 Fax: 612-874-0157 info@touchstonemh.org