Corporate Annual Report Fiscal Year 2007E
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Our mission is to provide older adults
with caring and quality services toward the enhancement of
physical, mental
and spiritual well-being
consistent with the Christian Gospel.
Charles Schlegel
OPRS Board ChairDavid Kaasa
OPRS President/CEO
Embracing excellence … it’s something we do every day at Ohio Presbyterian Retirement Services (OPRS). Embracing excellence means maintaining our high standards of care and service at the same time that we expand and seek new ways to enhance our existing services.
This dedication to excellence means we routinely set high expectations and often exceed those of our clients, our residents, our volunteers and donors. By all accounts, this year was one of our most successful ever in terms of growth, economic health and performance.
Our residents and clients are at the heart of our operation. Meeting and exceeding their expectations to provide them with an enjoyable place to call home is of the utmost importance to us. Offering them care that meets their individual needs is a priority to our staff across the state. From our skilled nursing and rehabilitation staff, to our dining and administrative staff, each of us considers the key to our success to be the satisfaction of our residents. The happiness of the residents’ families is important to us as well. We want them to know that their loved one is cared for and cherished by our committed employees.
Senior Independence is a crucial part of our dedicated staff. They took excellence to a whole new level this past fiscal year by achieving the largest ever operating gain for their division. They also made a long-time vision a reality by successfully opening their first hospice program in Central Ohio, allowing more people the opportunity to experience excellent end-of-life care.
We could not reach heightened levels of excellence without the generosity and com-mitment of our treasured donors. Thanks to them, the OPRS Foundation enjoyed a record-breaking year, respectfully accepting $13.3 million in total giving. We gratefully embrace all those who share in and support our vision for the future. With such support, we’re confident in our promise to continue to exceed expectations for years to come.
Embracing Excellence...
Exceeding Expectations
2 2007 Corporate Annual Report
The May 2006 $60 million financing provided funds necessary to develop projects that would allow OPRS to generate strong operational results well into the future. Fiscal Year 2007 began the development and implementation of these projects and the following significant accomplishments have been attained:
Completed the conversion of 26 assisted living units
to 38 skilled nursing beds on the Lake Vista campus
which now provides a full continuum of services
to its residents. The new skilled unit is currently
operating at full budgeted occupancy.
Constructed a 20-unit Brownstone apartment
building on the Mount Pleasant campus which opened
in August 2007 and is currently in fill-up mode with
15 units sold and 13 units occupied.
Initiated construction of a 27-unit Brownstone
apartment building on the Breckenridge campus with
completion expected in the summer of 2008. Entrance
fee deposits have currently been received on all 27 units.
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Completed construction of a new 53 bed assisted living
facility on the Mount Pleasant campus which opened in
November 2006 and is now operating at full budgeted
occupancy.
Completed the development of a 20-bed skilled
nursing rehabilitation unit on the Mount Pleasant
campus in the former assisted living vacated space.
The new rehab unit opened in July 2007 and is
currently approaching full budgeted occupancy.
Negotiated a long-term lease for property near
Breckenridge Village to be utilized to develop a
114-unit Brownstone complex which will serve as a
satellite location to the main campus. The project is
in the predevelopment stage with construction of the
first of four Brownstone apartment buildings to begin in
the summer of 2008.
Successfully opened Senior Independence’s first hospice
program in Columbus and initiated a second hospice
program in Cincinnati.
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Other Fiscal 2007 accomplishments included:
Achieved the second largest operating gain in OPRS’
history which included the largest ever operating gain
for the Senior Independence division.
Maintained a corporate-wide CCRC occupancy level of
95.8% on 2,837 units, even though twenty-six of Lake
Vista’s assisted living units were out of service in order to
facilitate the construction of new skilled nursing beds.
Reinvested $9.2 million of cash generated from
operations into property and equipment renovation
and replacement system-wide.
Increased MPSS total net assets (equity) by $15.1 million
as a result of positive operational results, OPRS Foundation
total giving and investment portfolio performance.
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Exceeding Financial Expectations
2007 Corporate Annual Report 3
Fiscal Year 2007 generated a $2,132,000 gain operationally. Our 11 fully operating retirement communities generated a $1,425,000 operating gain on net revenues of $115.1 million and Community Based Services (Senior Independence) generated an operating gain of $707,000 on net revenues of $27.3 million. We expect to continue to generate positive operational results during Fiscal Year 2008 as we begin to implement the above noted projects financed from 2005 and 2006 bond proceeds.
Please refer to the chart on the next page which summarizes our operating results. Following are comments specific to each operational component for Fiscal Year 2007:
Retirement Community Operations – The $1,425,000 operating gain varied favorably from budget by $1,144,000. The favorable budget variance was attributable to positive occupancy (census) results
throughout the fiscal year, very good expense management and interest expense savings as a result of the 2006 bond financing.
Hiring and retaining quality staff continues to be a top priority for OPRS with nursing being a major focus in the coming year. Overall employee turnover decreased during Fiscal Year 2007 to 33.8% (from 38.6% in 2006).
Community Based Services Operations – The $707,000 operating gain for Senior Independence varied favorably from budget by $652,000. The positive budget variance was a result of above target Medicare home health episodic reimbursement and expense savings related to the start-up of the hospice programs. Please refer to the Senior Independence section of this issue for more information on Community Based Services.
Non-Operating Gains (Losses) – The OPRS Foundation unrestricted giving was very strong in Fiscal Year 2007 and exceeded fundraising expenses (for unrestricted, temporarily restricted and permanently restricted net assets) by $2,419,000. Total Foundation income, including temporarily and permanently restricted contributions, was $7,039,000 net of operating and capital fundraising activities.
Investment portfolio performance includes unrealized net gains and losses in Fiscal Year 2007 (with Fiscal Year 2006 restated as well) due to a change in the classification of the investment portfolio to trading from other-than-trading. OPRS believes that this change more accurately reflects our relationship with our investment managers. Other non-operating expenses of $395,000 were unfavorable to budget by $77,000. Please refer to the OPRS Foundation section of this issue for more information on the Foundation and its fundraising programs.
“Success is the maximum utilization of the ability that you have.”
Financial Performance
*Restated to include unrealized gains and losses on investments.
Consolidated Statements of Revenues and Expenses
2007 2006
Net Operating Revenue $ 142,442 $ 132,371
Operating Expenses 140,310 132,058
Net Operating Income (Loss) 2,132 313
Non-Operating Revenues and Expenses, Net 8,105 (966)
Excess of Revenues Over Expenses $ 10,237 $ (653)
Consolidated Balance Sheets 2007 2006
Assets
Current Assets $ 93,227 $ 79,535
Property and Equipment Net 206,001 194,255
Assets (Use Limited) 56,685 68,449
Assets (Held by Third-Party Trustees) 8,499 7,797
Other Assets 11,551 11,167
Total Assets $ 375,963 $ 361,203
Liabilities and Net Assets
Current Liabilities $ 21,418 $ 20,482
Long-Term Debt 195,162 198,753
Refundable Entrance Fees 1,686 1,844
Deferred Entrance Fee Revenues 62,623 59,789
Other Liabilities 4,522 4,886
Total Net Assets 90,552 75,449
Total Liabilities and Net Assets $ 375,963 $ 361,203
Operating Gain11 Fully Operational Retirement Communities .................................................................$1,425Community Based Services ............................................................................................................ 707Net Operating Gain ..........................................................................................$2,132
Non-Operating Gains (Losses)Foundation Net Unrestricted Income ................................................................................ $ 2,419Income from Investments ............................................................................................................6,279Other Non-Operating Expenses .................................................................................................(593)Excess of Revenues Over Expenses ............................................................. $10,237
Other Changes in Net AssetsTemporarily and Permanently Restricted Contributions and Income ............................................................................... $5,267
Assets Released from Restrictions and Other ....................................................................... (401)Increase in Total Net Assets for Fiscal Year 2007 ........................................................................................$15,103
The figures shown below reflect the Net Operating Gain (Loss), Excess (Deficit) of Revenues over Expenses and the Total Assets of OPRS for the last 10 fiscal years. Net Operating Excess (Deficit) ofFiscal Year Ended Gain (Loss) Revenues Over Expenses* Total Assets
June 30, 2007 ...........................$2,132 ................................................$10,237 .....................$375,963
June 30, 2006 .................................313 .......................................................(653) ....................$ 361,203
June 30, 2005 ............................... (117) ...................................................... (119) .......................298,920
June 30, 2004 ................................ 302 .....................................................2,961 .......................282,834
June 30, 2003 ............................(1,898) ....................................................(3,178) ........................276,155
June 30, 2002 ...............................(792) ................................................... (1,644) ....................... 247,548
June 30, 2001 ...............................(505) .................................................... 3,468 .......................246,481
June 30, 2000 ............................(1,244) ........................................................190 ....................... 231,819
June 30, 1999 ........................... (2,409) ........................................................325 ....................... 219,679
June 30, 1998 ........................... (1,308) .....................................................5,100 ....................... 215,923
OPRS 10-Year History
Consolidated Statements of Revenues and Expenses and Balance Sheets for the Fiscal Years Ending June 30, 2007 and 2006.
(in thousands) Year Ending June 30, 2007
4 2007 Corporate Annual Report
2007 Revenue Percentage
2007 Expense Percentage
$9,222
$6,571
$8,803 $8,612
20072003 2004 2005 2006
$8,678
Capital Expenditures (000s omitted)
95.8%94.6% 94.8% 94.3% 94.6%
20072003 2004 2005 2006
CCRC Occupancy
2,957
2,579 2,642 2,6292,824
20072003 2004 2005 2006
Full-Tim
ePart-T
ime
Employees
2007 Corporate Annual Report 5
Resident CarePrivate 53%
Resident CareMedicare 12%
Resident CareMedicaid 11%
Community BasedServices 19%
EntranceFees 5%
Maintenance 9%
Depreciation 9%
Community Operations& Administration 9%
Interest 5%
Nursing 27%
Dining Services 9%
Marketing 2%
Community BasedServices 19%
Program Services 3%
Laundry andHousekeeping 4%
Corporate Office 4%
6 2007 Corporate Annual Report
R
Exceeding Expectations through
Senior Independence
Senior Independence’s fiscal year exceeded expectations in its home health, hospice and community-based services. In just one year Senior Independence served more than 56,000 Ohio seniors – 8,000 more than the previous fiscal year. Interest continues to grow in developing innovative programs and services that serve more seniors in more ways throughout Ohio and the nation. Senior Independence worked closely with local communities to develop and expand specific programs to meet their local seniors’ needs.
Senior Independence Hospice in Central Ohio
Hospice services are the fulfillment of our mission to care for older adults when they need us the most. These services have allowed Senior Independence to continue to care for our clients and their families during end-of-life care.
In December 2006, Senior Independence Central Ohio Region received a deficiency-free survey and certification to begin accepting Hospice patients. With the initial investment for start-up, this hospice has become financially successful within the first six months. We will add hospice services to the Southwest, Miami Valley and Akron regions next fiscal year.
Because many people are unaware that their hospice benefit can be accessed for such chronic conditions as Alzheimer’s Disease, congestive heart failure, COPD and failure to thrive, one of the major objectives for hospice is educating the public on the needs of older adults when it comes to end-of-life care. Therefore, Senior Independence has been working with the Ohio Hospice and Palliative Care Organization in training our executive directors, health care
administrators, marketing directors, hospice team members and our home care coordinators in a nationally recognized program called – “Respecting Choices®”. This program assists in educating older adults and their families on how to begin conversa-tions regarding end-of-life care.
Senior Center Expansion in the Southwest and Miami Valley
This year Senior Independence of the Southwest Region was approached by the Anderson Township Trustees to assist them in managing their senior center. Senior Independence began talking with the trustee group and came to a mutually beneficial
2007 Corporate Annual Report 7
agreement that gave Anderson Senior Center contin-uation of the current services they were providing, as well as growth in other needed programs. The result has been a successful partnership and expansion in many of the services that Senior Independence offers like personal emergency response systems and home-delivered meals.
This year Miami Valley teamed up with a local developer to provide wellness services within rural communities throughout Shelby County. This local developer, who builds senior-friendly homes, volun-teered community space within walking distance of his housing development so that Senior Independence could provide weekly wellness clinics and arthritis exercise classes for local seniors. With the success of these two programs, Senior Independence and the local developer have approached other rural town councils with the concept of providing their own senior-friendly neighborhoods and wellness services.
Adult Day Services Expands
Working with communities in determining what needs they have and how to meet them is one of many services that Senior Indpendence’s Executive Directors provide. Greater Cleveland’s Senior Independence worked with an advisory group established through the local city of Orange to look at and determine the needs of their city’s aging population. The study concluded that older adults with dementia and physical decline had an immediate need. An adult day center was recommended.
Senior Independence of Greater Cleveland received a grant from The Murch Foundation to expand adult day services throughout the greater Cleveland area. And so, a partnership was formed with the city of Orange, which provided the space for an adult day center that would be managed and staffed by Senior Independence. Within months of opening its doors, the adult day center of Orange is looking for a larger space to meet the growing demand.
Last year icaregiver had a total of 70,655 hits to the Web site, this fiscal year we saw the total number of hits jump to 467, 421. This was not by accident. Senior Independence spent much of this past year promot-ing the icaregiver website to long-term care providers, churches and professionals throughout the state.
The icaregiver website has become a resource for many who work with older adults and their families. As these care professionals seek out information and guidance to assist these families who are dealing with caregiving issues. This year AT&T awarded Senior Independence $25,000 towards the support of the icaregiver website.
“While we are in 38 of Ohio’s 88 counties, those counties
are home to over 75% of Ohio’s older adults.”
8 2007 Corporate Annual Report
Payor Sources for Units of Service
Senior Independence Performance
2007 Corporate Annual Report 92007 C p t A
92 141 507
2,8013,620
4,306 4,345 4,553 4,835
6,779
19,382
Adult Day
Service
sM
eals
Service
Coordin
ation
Faith
-Base
d
Initi
atives
Educatio
n
Transp
ortatio
n
Home
Health
Welln
ess
Clinics
Health Fa
irs
Senior
Centers
Emerg
ency
Response
56,195 Clients Served Fiscal Year 2007
R
Flu V
accin
es
1,327 1,715 1,761
31
Other
Initi
atives
Support
Groups
Hospice
Passport 33%
Medicare 16%
Local Levy 15%
Private 27%
Private Insurance 8%
Medicaid 1%Home Health (Hours & Visits)
385,921
MealsAdult Day Services (Days)
Transportation (Trips)
156,845
36,71035,204
Hospice (Days)
1,272
Units of Service
10 2007 Corporate Annual Report
Exceeding Expectations
through Social Accountability
What does it mean to live up to our nonprofit mission? At OPRS, it means we must continually exceed the expectations of not only our residents, but those of the general population as well. We could easily keep all of our valuable resources behind closed doors, and not share them with the public, but then we wouldn’t fully be living out our mission to help others. We’re proud of the fact that we’re known as a caring organization within the communities we serve, and that’s why we’ve chosen to be held socially account-able, following the goals and standards set fourth by The American Association of Homes and Services for the Aging (AAHSA.) There are numerous examples of how our community benefits, but here are just some of the highlights from Fiscal Year 2007:
Improve Quality of Life for Seniors and OthersGenerations growing together: Our commitment to helping others doesn’t stop with the older population.
Two OPRS communities are places where children can grow and learn. Two of our campuses have on-site child care facilities. The Mount Pleasant Children’s Village has been in operation for the past 19 years, and the Clapp Children’s Center at Breckenridge Village opened its doors in 1998. While the employees at those communities are encouraged to take advantage of this offering for their children, the centers are open to children in the surround-ing communities as well. Children, six weeks to 10 years old, take part in a number of intergenerational activities. For example, depending on their age, some of the boys and girls from Mount Pleasant Children’s Village visit with assisted living residents at Mount Pleasant on a weekly basis to enjoy exercise and art activities. The children also enjoy taking part in seasonal activities such as trick-or-treating at cam-pus buildings. The residents are very aware of the children’s presence on campus and they enjoy seeing
them out and about, learning and playing! Some residents have chosen to volunteer at the centers and have even donated toys when needed. The childcare centers’ commitment doesn’t end with the young ones they nurture – they’ve been known to invite commu-nity groups, such as churches to use their facilities for various functions.
Improve Health or Well Being of Older Adults and Others in the CommunityPromoting statewide wellness: During fiscal year 2007, Senior Independence served 4,553 people through their wellness clinics! Out of concern for the well being of the public, Senior Independence ensures that a variety of health prevention education and screening services are offered through its clinics. Conducted by a LPN or RN, the clinics are located anywhere from senior centers to restaurants and churches. Some of the services offered at the wellness
2007 Corporate Annual Report 11
clinics include blood pressure checks and cholesterol screens. The staff also does equipment checks where they partner with a durable medical equipment company to make sure that devices such as walkers, wheelchairs and canes are functioning correctly. In addition to wellness clinics, Senior Independence serves thousands of others through flu shot clinics and health fairs. Many times, just having a nursing professional available to older adults through these events gives them reassurance and someone to discuss what is going on in their lives. Senior Independence will even assist them in contacting their physician if something unusual is detected.
A guiding presence: Senior Independence partici-pates in an initiative called The Resident Services Coordinator Program, which is designed to increase elderly citizens’ ability to age in place in their senior housing apartment. The key component of this program is the placement of a Resident Services Coordinator on-site in federally assisted senior housing buildings. Senior Independence assists managers of Housing and Urban Development (HUD) buildings in doing the initial resident needs assessment,
submitting the grant and then hiring and managing the resident service coordinator once the grant is awarded. Thanks to funding through the HUD service coordination grant, Senior Independence currently has a total of 29 coordinators throughout the state! The presence of these coordinators is invaluable to their respective HUD communities, as they help residents seek out services such as transportation and wellness clinics.
Support is just a click away: More times than not, aging adults turn to their loved ones to help them maintain their quality of life and emotional and physical health. Being a caregiver to an older family member can be challenging. Even the thought of one day having to take on that role can be overwhelming. That’s why Senior Independence developed www.icaregiver.org, which provides current informa-tion on caregiving issues and topics. Users will find easy-to-print guides, worksheets and educational materials at their fingertips. Direct links to government and other age-related sites can also be found. Public service announcements to raise awareness about www.icaregiver.org can be seen on network television
in Central Ohio. In 2008, the PSAs will begin to run in other areas of the state as well.
Improve Awareness of Accessibility of Needed Services to Older Adults in the CommunityRespecting choices: No one likes to think about death, but it is a part of life. Senior Independence recognizes that some people in the community may need help coming to terms with that fact, and the arrangements that need to be made for end-of-life care. That’s why, starting with its own staff, Senior Independence has been administering training in a nationally recognized program called “Respect-ing Choices®.” The program educates participants on making health care choices before a crisis occurs and how to effectively communicate those choices to family members and loved ones. Many times when a health crisis occurs, family members are left to make major health care decisions for their loved ones. If they are not aware of the persons’ wishes it can be an agonizing and stressful time. The training, which includes two booklets to guide participants, is a significant opportunity to bring attention to the issues surrounding older adults. Senior Independence
12 2007 Corporate Annual Report
is currently awaiting CEU approval so classes and other professional training can be offered to social workers and nurses, as well as the general public.
A beautiful partnership: Rockynol Retirement Community is committed to cultivating natural beauty on its campus – and sharing it with others. With numerous gardens and courtyards gracing its grounds, Rockynol was happy to take advantage of the opportunity to share the ambience with Our Lady of Elms, a Catholic school and convent located right next door. An unwelcoming metal fence once separated the two parcels of land – but with the help of many generous donors, the fence was removed and a charming flagstone path was laid to connect the two entities. Donors, Rockynol and the school are also working together to create green spaces along its border that are both distinct and united, which is a unique beautification project that benefits both communities.
Help Contain the Costs of Care and ServicesA promise never broken: Thanks to generous donor support, OPRS has the unique opportunity to offer the benefits of the Life Care Commitment to our residents. Since 1922, we’ve adhered to the promise that no OPRS resident will be asked to leave because they run out of funds, through no fault of their own, to pay for their housing or care. Our residents know that once they make our community their home, it is their home for life.
New waiver brings new hope: Dorothy Love’s assisted living facility has become one of the first in Ohio to be certified as a PASSPORT service provider. This certification allows Dorothy Love to reach out to older adults whose financial situation makes it challenging to afford assisting living housing and services. Launched in July 2006, this Medicaid Waiver Program links older adults who qualify and need long-term care to the most appropriate services to meet their needs.
Reach out to the Poor, Minorities, Persons with Disabilities and Other Underserved Persons
Building hope for the future: After David Woodburn, local Rockynol Board member and Chairman for Summit County Habitat for Humanity, spoke to the leadership group at Rockynol about his involvement with the organization, the staff wanted to get involved. Within the week groups began to form and the work got underway. Julie Graham, at Rockynol, says it’s great to know that they are doing something for the community and as a side benefit, it’s been a great team builder. “We don’t always get to work side by side with other departments and we’ve enjoyed getting to know one another better. This has been such a great experience for all involved.”
Fighting cancer . . . one step at a time: After a survey sent to staff members came back suggesting more involvement with community activities, the Akron Senior Independence office staff took action.
2007 Corporate Annual Report 13
Several staff members organized pledges and par-ticipated in the Hope Walk sponsored by Stewart’s Caring Place, which provides a caring environment of healing and support for individuals and families touched by cancer. It is a resource of non-medical cancer support services to the community. One of the staff members who participated in the Hope Walk, which was held in May 2007, was Joanne Johnston. Joanne is a breast cancer survivor. The staff had fun and felt very rewarded participating in such a worthwhile community event.
Every penny counts: For several years, many Breckenridge Village employees and residents have donated two cents per meal to the Hungry of Lake County offering. Every dollar donated buys three meals for someone in need. Lake County Harvest for Hunger program leaders report that almost 50% of their food recipients are children. Low-income seniors, the disabled and others living on incomes 40% below the U.S. poverty line are also served through the program.
Demonstrating Leadership and Community CitizenshipWelcoming the governor: The Mahoning County Senior Center opened its doors to a very special speaker this past April. Ohio Governor Ted Strickland was on hand to promote his new proposal – the Homestead Act. Community members listened as Governor Strickland described the Homestead exemption as a valuable tool to help older Ohioans reduce their tax liability. Senior Independence Executive Director Karen Ambrose said, “We were honored to give Governor Strickland a forum for this important issue.”
Supporting lifesaving donations: The Toledo Rotary Club works collaboratively with Life Connection of Ohio to provide ongoing educational programs about organ and tissue donation. The program presentations are offered to civic and service organizations to raise public awareness of organ and tissue donation. Rotary members volunteer their
time to complete the training program with Life Connection and make themselves available to pres-ent the program to organizations. Ann Heringhaus, Executive Director of Senior Independence in Toledo, is an active member of Toledo Rotary and has com-pleted the training. She is now on the Toledo Rotary Speakers Bureau and available to make presentations when requested.
“Give, and it shall begiven to you.
For whatever measure you deal out to others, it will be
dealt to you in return.”
Energy + Enthusiasm = Excellence
Fiscal year 2007 was truly a year of “firsts” for the OPRS Foundation. Never before have we seen so much energy and enthusiasm from our friends like you. And never before have we achieved such excellence to benefit those we serve!
Our residents and clients have you to thank for these historic achievements, which are bringing enrichment to their lives today, and will for years to come.
Key Accomplishments for Fiscal Year 2007:
Historic Financial PerformanceThe OPRS Foundation reached its highest performance levels in its history, including:
$13.3 million in total giving
$61.5 million in total assets
$48.9 million in total endowment
542 President’s Club members
Capital Campaign The Mission, The Vision, The Promise Capital Campaign
total surpassed $46 million toward its statewide goal of
$50 million.
Two new projects were launched, including a Spiritual
Life Endowment initiative at Dorothy Love, and a Chapel
Concourse at Rockynol.
Board & Volunteer LeadershipThe establishment of a PR/Media Council was approved,
which will begin meeting in fiscal year 2008. This council
will guide statewide public relations and media efforts
for OPRS, OPRS Foundation and Senior Independence.
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Church Relations hosted two Spiritual Life Gatherings
at Breckenridge and Dorothy Love. Current and pro-
spective Spiritual Life Committee members from each
campus attended these events to learn from each other
and enjoy fellowship.
Collaborative Philanthropy Committee Workshops were
held in two regional locations.
New InitiativesNew Web sites were launched for OPRS
(www.oprs.org) and the OPRS Foundation
(www.oprsfoundation.org).
John F. Schoedinger, one of our most generous friends,
was recognized with the Outstanding Philanthropist
Award from the Association of Fundraising Professionals,
Central Ohio Chapter.
The Horizon Level was added to the donor recognition
program, recognizing external trusts whose gifts have
reached $1 million.
A Statewide Case Task Force was convened to evaluate
the potential of attracting donors based on our
statewide impact, rather than local connections.
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Rev. Timothy Jones
Chair OPRS Foundation Board
Thomas G. Hofmann
President OPRS Foundation
Cheryl A. Boyer
Vice Chair OPRS Foundation Board
14 2007 Corporate Annual Report
$7,894
$9,563$8,589
$7,613
$13,325OPRS FoundationTotal Giving Performance(000s omitted)
2003 2004 2005 2006 2007
$7,894
$9,563$8,589
$7,613
$13,325Total Giving Performance(000s omitted)
20032003 20042004 20052005 20062006 20072007
OPRS Foundation
Total Assets (000s omitted)
OPRS Foundation
Total Assets (000s omitted) $61,552
2003 2004 2005 2006 2007
$52,712$50,087$47,833$42,488
OPRS Foundation Endowment Total (000s omitted)
2003 2004 2005 2006 2007
$35,733
$39,890 $41,564 $42,706
$48,891
2007 Corporate Annual Report 15
Trustees’
Roundtable
16 2007 Corporate Annual Report
Breckenridge
$1,000,000-$2,499,999The Norbert A. Lange TrustMarjorie* & Russell* E. LyonsM. Roger* & Anne M. Clapp
$500,000-$999,999 Anonymous (3) Robert* S. & Mary Ellen* A.
ColquhounJonathan* E. & Katherine M.
IngersollElmer* & Olga* JuhnkeWillard* & Eleanor* ManbeckThe Nason FoundationKarl* E. & Mary* PrindleAnne McKee* & Helen Sharadin*Edith H. Smith* Harold* & Emily* Wolf
$100,000-$499,999 Anonymous (1)Frances Aberle*The American FoundationAllan* S. & Winifred AustinHamilton* & Sally* BeattyGeorge Bodwell*Ruth J. BozaPaul R. Brahaney*Breckenridge Resident AssociationKarl & Ginny BruchRuth E. BueschlenThe Cleveland FoundationDorothy Saxton Dusa*Marie Flowers*Shirley W. GibsonThe Kresge FoundationMary E. Liebenauer*Helen M. Lowther* The Lubrizol FoundationMary Boyd MacBane* Marian R. Mahan*Chuck & Jane* J. MallueThomas* W. & Lillian* MastinAdelaide Mathers*The Murch Foundation
John G. MurrayOhio Department of
TransportationJerome T. & Georgeanne* OsborneHarriet Parsons* Jeanne PattersonThe Reinberger FoundationClifford* J. & Nell Rose RielPaul* & Lillian SchwesingerDon & Joan Selle The Sherwick FundMargery J. Shields* Elizabeth Siena* Corinne Strasmeyer*George* A. & Julia* F. TannerHoward VanDen Eyden*Tinkham Veale IIGertrude L. Vrana*
Cape May
$100,000-$499,999 Galen & Elizabeth* Hoggatt
Dorothy Love
$1,000,000-$2,499,999Harold* W. & Mary Louise* Shaw
$500,000-$999,999 J. Oliver* & Margaret* B. AmosRuth B. Emmons*Vera D. Ginn*
$100,000-$499,999 Anonymous (5) William* T. & Dorothy* R. AmosAmos Press Gertrude O. Anderson*Hazel D. Blankenbuehler*Donn* C. & Isabel* V. BowlusArden* H. & Dorothy L. BurgoonEmerson Climate Technologies/
Copeland CorporationClyde* & Rosemond* DeMottFirst Presbyterian Church
of Sidney J. Daniel & Margaret FrancisLeland* & Esther* Giffen
Clifford P. Harmon*Hartzell-Norris Charitable TrustMary Isabel Walker Hessler*Irene Jarfas* Mary O. Lecklider* Paul* B. & Marian* S. LongCarolyn M. Marvin*Wilfred & Wilma* McCoyPatrick & Carol MilliganMonarch Legacy FundRosemary Ovenden*Ray Patton*Robert* M. & DeLores*
Ginn PetersDorothy Pillion* Robert & Thelma SargeantHerbert* H. & Antoinette SchlaterTom & Sandy ShoemakerThe Stolle Corporation
(Alcoa Building Products)Alene Strouss*Cecil* & Ethel* WatkinsJoseph Herman & Ruth A. Yoder
Memorial Fund
General
$1,000,000-$2,499,999Countess Brown*
$500,000-$999,999 Marian R. Easton*Mildred Lenk*
$100,000-$499,999 AT&TRev. Glen H. & Shirley
Beito GronlundThe Robert Wood Johnson
FoundationKenneth & Caryl KemperOhio Department of EducationLois Stephens*
Lake Vista
$100,000-$499,999 Jane W. Haynam
Recognizing cumulative irrevocable giving of $100,000 or more.
New members in red *Deceased members at time of printing
2007 Corporate Annual Report 17
Llanfair
$1,000,000-$2,499,999John M. Disser*Helen C. Hauck*Roland* M. & Helen* T. HauckThelma Jungkind*Howard* L. & Catherine* K.
Luedeke
$500,000-$999,999Anonymous (1) Catherine Cowan*Anne Herget*Hertha E. Reinert*Ed Wells
$100,000-$499,999Anonymous (2) Bahmann FoundationGuy Bellows* Mary Lou Bellows Robert Bierbaum* Mildred Bradford* Marion T. & Thurza* BrantCollege Hill Presbyterian ChurchMartha Corbin* C.Y. Inc. Over 70 FoundationJames* L. & Anna* E. DavidsonIda FischerCarl* K. & Estelle* GieringerMary C. HeidenreichHelen C. Johnson*Mildred W. Kathman*Sarah Kistner*Martha W. Martin*Wilfred S. Martin*Elizabeth McQuiston*Ohio Department of
TransportationCecilia Randall*Walter A. Randall*Frances E. Raymond*Else L. Schulze*John K. ShermanJohn* D. & Mildred* M. Wesson
Irmgard Zutz*
Mount Pleasant
$2,500,000 and aboveVerla B. McClure
$1,000,000-$2,499,999William C. & Janet A. Shannon
$500,000-$999,999 Anonymous (2) Russell* E. & Ellen* T. HustonWilliam* B. & V. Nadine*
MaitlandWilliam* T. & Oleta* O. MaxwellTheodora Mrusek*
Ralph* J. & Dorothy* Stolle
Florence Whitesell*
$100,000-$499,999 Eleanor B. Ackerman*Ralph Augspurger*
Millicent Bender*Margaret A. Bissell
Josephine Brandenburg*Eva Chapman Trust
Dean & Lorene Chenault
Memorial Foundation
Council on Aging of
Southwestern Ohio
Ray Leslie Fulner*
Mary Hankinson*
Effa Haynes*
George R. & Lois* Henkle
Edward H. Hyde*
Lena Kennedy*
Edna M. Kinsinger*
The Kresge Foundation
Nellie Losh* Mount Pleasant Golf OutingMount Pleasant Life
Care AuctionHelen Paxton* Jeanne V. & John* Pendery
Robert* A. & Nell* Quisno
Alice Reginbogin*
Gene & Mary Alice Roberts
Doris Snook*
Marian Snook*
Rosemary R. Vordenberg*
Lloyd* & Abby E. Whitesell
Park Vista
$2,500,000 and aboveAnne* K. & Byron* Christman
$1,000,000-$2,499,999Harvey* H. & Jane HaynamArnold & Helen Stambaugh
Charitable Foundation
$500,000-$999,999 Donald D. MacEwan*
$100,000-$499,999 Ruth H. Beecher
FoundationThe Ward Beecher FoundationThelma L. Clark* David D. Davis* Annelies R. DziadzkaJohn D. Finnegan FoundationRalph* B. & Evelyn* M. FolsomBarbara C. Kerlin* Ruth E. Kyle Isaac P. Lewis Memorial FundJames & Mary McFarlin
FoundationElizabeth C. Miller*William M. NeckermanDavid J. ReesPaul* E. & Mary* G. SmithRalph E. & Helen YingstThe Youngstown Foundation
Rockynol
$500,000-$999,999 John W. Frasche*The GAR FoundationJohn Lampasone*Jerome Taylor*
Helen E. Turner*Thomas B.P. Williams*Marion B. Wilson*
$100,000-$499,999 Maxine* & Ben* AnsleyHelen* & Harold* BollingerCurtis E. Brooks*Wilson Bruggert* Edward* & Maurine CarrMaxene* D. & Russell* D. DarrahFranklin Dickinson*Mary E. & Richard* W. FairchildEunice Barnes Foore*Eugene K. Fouse* Lucille* & Robert* HarrisLois D. Henschen* Jocelyn Jenkins Betty S. & William* R. JewellRichard H. Mather*Leonard* W. & Vivian* MooreNancy W. Nesbitt*The M.G. O’Neil FoundationMr.* & Mrs.* Charles ReinherrWilliam* B. & Delphine* C. TelfordMargaret J. Weber*Charles A. & Helen S. White, Jr.Philip Shin Ping* & Ida
Djung Wong
Swan Creek
$2,500,000 and aboveCharles* J. & Loraine* M. Moore
$1,000,000-$2,499,999Jeanne Reed
$100,000-$499,999 Rilma BuckmanDonald Flickinger* John* W. & Waneta* JacksonGeorge* & Elizabeth L. KridlerArthur* L. & Gladys* P. LennoxEleanor Longbrake Eunice B. Luelf W. Royse* & Audrey* N. Moran
Gale A. Race*Martin & Norma RuehleWilliam E. SalaOliver* E. & Olive* S. ToddJames* & Betty* West
The Vineyard
on Catawba
$100,000-$499,999 Anonymous (1)
Westminster-Thurber
$1,000,000-$2,499,999John* F. & Juliet* Schoedinger
$100,000-$499,999 Anonymous (3) Violet H. Bittner* Central Ohio Area Agency
on AgingBeatrice J. ClevelandColumbus Medical
Association FoundationMary DeWees* Sarah DeWees* Glenn* & Lucille* DurflingerHayden* C. & Grace* EdwardsVelma V. Everhart Ruth Fetzer* Franklin County Department
of Job & Family ServicesBarbara Frautschi Sophie E. Kerr* Leona Mithoff Fund Harry C. Moores FoundationHelen Murray* Nationwide FoundationMario Pagano* Ruth H. Phillips*Geraldine G. Price United Way of Central OhioBill & Edith Walter Foundation
Recognizing Leadership in Endowment Giving.
18 2007 Corporate Annual Report
Named Endowment
Circle Breckenridge
$500,000-$999,999 The Clapp Family EndowmentThe Elmer & Olga Juhnke EndowmentThe Marjorie Noble Lyons EndowmentThe Edith H. Smith EndowmentThe Anne M. McKee/Helen Sharadin Endowment
Dorothy Love
$500,000-$999,999 The C.H. Ginn & Vera D. Ginn Endowments for
Life Care and Spiritual LifeThe Mary Louise & Harold W. Shaw Endowment
Llanfair
$1,000,000-$2,499,999The Catherine K. Luedeke Memorial Endowment
$500,000-$999,999 Anonymous (1) The Anne Herget Endowment
Mount Pleasant
$1,000,000-$2,499,999The William C. & Janet A. Shannon Endowment
$500,000-$999,999 The Hampshire Buckley EndowmentThe V. Nadine & William B. Maitland EndowmentThe William T. & Oleta O. Maxwell Endowment
Park Vista
$2,500,000 and aboveThe Anne Kilcawley Christman Endowment
$1,000,000-$2,499,999The Haynam Family Endowment
Rockynol
$500,000-$999,999 The John W. Frasche EndowmentThe Jerome Taylor EndowmentThe Helen E. Turner Endowment
Program Level EndowmentsCumulative endowment giving totaling $500,000 and above
Swan Creek
$500,000-$999,999 The Loraine M. & Charles J. Moore Endowment
Westminster-Thurber
$500,000-$999,999 The John F. & Juliet S. Schoedinger Endowment
Supporting Level Endowments $50,000 cash / $100,000 deferred, or $100,000 cumulative
Breckenridge
Anonymous (3) The Lorne Howe Aikins, M.D. & Velma A.
Aikins, R.N. EndowmentThe Gwenydd Beatty EndowmentThe George B. & Virginia K. BodwellThe Ruth & Oliver Boza EndowmentThe Paul R. Brahaney EndowmentThe Anne M. & M. Roger Clapp EndowmentThe Robert & Mary Ellen Colquhoun EndowmentThe Raymond & Mary Haserodt Memorial EndowmentThe Kay & Jack Ingersoll EndowmentThe Laura Liebenauer EndowmentThe Rodney Daniel & Mary Boyd MacBane Memorial
EndowmentThe John Markwart EndowmentThe Karl & Mary Prindle EndowmentThe Paul & Lillian Schwesinger EndowmentThe Hazel V. & Margery J. Shields EndowmentThe Joseph F. & E. Alice Smole EndowmentThe George & Julia Tanner EndowmentThe Emily M. Wolf Endowment
Dorothy Love
The Dorothy R. & William T. Amos EndowmentThe Margaret B. & J. Oliver Amos EndowmentThe Gertrude O. Anderson EndowmentThe Copeland Corporation EndowmentThe Ruth B. Emmons Life Care EndowmentThe Hartzell-Norris Charitable Trust EndowmentThe John J. & Mary Isabel Walker Hessler EndowmentThe Irene Jarfas EndowmentThe Howard A. & Carolyn M. Marvin Endowment
The Wilfred A. & Wilma McCoy EndowmentThe Robert M. & DeLores Ginn Peters
Life Care EndowmentThe Rike Family Foundation EndowmentThe Thomas E. & Sandra S. Shoemaker
Family EndowmentThe George & Ilene Verdier Family EndowmentThe Cecil & Ethel Watkins Life Care Endowment
General
The Glen H. & Shirley Beito Gronlund Endowment
Lake Vista
The Haynam Family Endowment
Llanfair
Anonymous (2) The Mr. & Mrs. Robert Bierbaum EndowmentThe Marion & Thurza Brant EndowmentThe Mr. & Mrs. William E. Hutchinson EndowmentThe Helen C. Johnson EndowmentThe Amor E. & Sarah K. Kistner Life Care EndowmentThe Glenn Rogers EndowmentThe Margaret Jean & Edward Wells Endowment
Mount Pleasant
The Effa K. Haynes EndowmentThe George Henkle & Lois I. Henkle EndowmentThe Russell E. & Ellen T. Huston EndowmentThe Edward H. Hyde EndowmentThe Margaret Evans Kirby Memorial EndowmentThe Clem & Verla McClure Memorial EndowmentThe John A. Pendery & Jeanne V. Pendery
EndowmentThe Robert & Nell Quisno EndowmentThe Doris L. Snook EndowmentThe Marian Snook EndowmentThe Rosemary Vordenberg EndowmentThe Donald Wade Memorial EndowmentThe Florence Whitesell EndowmentThe Whitesell Family Endowment
Park Vista
The Ruth H. Beecher Foundation EndowmentThe Leon A. Beeghly EndowmentThe David D. & Velma Davis EndowmentThe Luzie A. Dziadzka Memorial Endowment
The Ralph & Evelyn Folsom Family EndowmentThe Ralph E. & Helen Yingst Endowment
Rockynol
Anonymous (1)The Curtis Brooks EndowmentThe Edward L. & Maurine M. Carr EndowmentThe Ennice Chopard EndowmentThe Maxene D. Darrah EndowmentThe Richard W. & Mary E. Fairchild Endowment The Eugene Fouse EndowmentThe GAR Foundation EndowmentThe Handyside Brothers Memorial EndowmentThe Forest E. & Helen P. Hoot EndowmentThe Jocelyn M. Jenkins EndowmentThe Betty S. & William R. Jewell Family EndowmentThe Leonard W. & Vivian B. Moore EndowmentThe Keith & Nancy Nesbitt Family Endowment The Virginia Spurling EndowmentThe William & Delphine Telford EndowmentThe Margaret Julia Weber Memorial Endowment
Swan Creek
The Donald G. Flickinger EndowmentThe John & Waneta Jackson EndowmentThe Elizabeth L. & George G. Kridler EndowmentThe Dr. Arthur L. & Mrs. Gladys P. Lennox EndowmentThe Eunice Luelf EndowmentThe Gale A. Race EndowmentThe Jeanne Reed EndowmentThe Oliver E. & Olive S. Todd Endowment
Westminster-Thurber
The Joel U. Adams Trust EndowmentThe Velma V. Everhart Endowment The Barbara Frautschi EndowmentThe Ruth Phillips Life Care EndowmentThe Geraldine G. Price EndowmentThe Mabel Sarbaugh/Bea Cleveland Endowment
2007 Corporate Annual Report 19
New endowments in red
Recognizing donors who have made a deferred gift or will bequest that supports the work of OPRS communities and Senior Independence.
20 2007 Corporate Annual Report
Living Legacy
Society
Breckenridge
Anonymous (7)Lucy Jo AtkinsonFrances Baillie* Charles & Cordelia BarkleyJames & Diana BattenRobert & Kay BeattySally Beatty* Elizabeth H. BendigBeverly Besselman John D. & Elsie E. BlazekMargaret J. Bowen Ruth J. Boza Clayton H. & Lois D. BradshawMargaret Bretschneider Princess B. BrittonKeith & Melissa BrumaginRuth E. Bueschlen Marian Callow Jack & Betty CarterMary C. Carter Robert* & Mary* Ellen ColquhounBetty C. Coy Jayne CrawfordFrank E. & Dorothy K. DavisMargaret E. Davis Herbert & Ethel DieckmannPhyllis H. EvansLouis* & Gladys* EwaldBeth Falkner-Brown William* & Grace FountaineMarie & Dale GeorgeShirley W. GibsonDale & Pamela GlickerGeoffrey* & Virginia GoodwinMary Kay Graham Donald & Brenda GrauerDennis & Linda GrisezMarjean S. Grobe Shirley HackerDebra K. HagartyRuth HanawaltEleanor L. HardgroveNelle Heiligenthal
Lorraine S. HeneryJanet Hetman James & Susan HickeyJean Hodgin William F. & Eloise V. HutchinsonJonathan* & Katherine IngersollFlorence E. JacobsonGary G. & Maita L. JarkewiczCharlene & Robert KenneallyMorgan & Ruth KetchumClara KieberMargaret Lenke James LewisH. Stephen* & Carol MadsenChuck & Jane* MallueLisa MansourAdelaide Mathers* Duane & Eleanor* MayhewKarl & Marjorie* McEachronElizabeth McIntosh John & Kathryn MurrayChrista Oksiloff Hugh D. & Gretta PallisterJeanne M. PattersonWilliam* & Mary PattersonRalph & Julia* PelegrinAlberta Pfeifer Linda PribJune PuchyJames & Barbara RandallTammy L. Raybuck-Gavin and
Patrick GavinRichard J. ReedClifford* J. & Nell Rose RielKenneth & Eleanore RobinsonGloria J. RogersMiriam Rutz David Schell Marjorie Schultz Jane Eleanor Scott* Donald S. & Joan M. SelleJ. Reid & Leah* SheltonMargery J. Shields* Margaret C. Smith
Continued on next pageNew members in red
*Deceased members at time of printing
2007 Corporate Annual Report 21
Mary C. Soptich John & Michele StevensGeorge Tanner* Ward & Miriam ThielMary A. Thomas, MDHorace & Marjorie ThompsonPauline M. Thurman Helen M. Troha Minerva F. Vaughan Ethel G. Weiman Kerri L. WhitehouseMiriam L. Wilson Mary M. Winters* Joseph* & Ethel Yassany
Cape May
Donald* D. & Martha A. BernardRobert A. & Eunice M. BylerWilliam A. & Marjorie J. CareyGlenn CustisElizabeth A. EvansWalter* & Grace NicholsJudi A. PohlmeyerLynn & Irene Rainsberger
Dorothy Love
Anonymous (4)Douglas Wilson AllingerHelen L. BeckerNancy BeckmanHelen Billing*William W. BillingRobert & Sigrid BrackneyMary J. BradleeIrvin & Elma BrownJack* D. & Peggy A. BrownMargaret L. Burns & Catherine M.
TrusterPenny & Tom ClarkCharles C. Cuppy Larry W. & Hazel A. DonahueFrances Dragonette Eugene* & Nila ElsassTimothy & Cynthia FisherPaul & Wilma GahaganElinor Gattshall
Marilyn George Emory H. & Gwen E. GroveHannah Hardy Clifford P. Harmon* Madge G. Haynes Mabel L. Hill* Milton* & Josephine JahodaRay & Louise KoenigIra Lindsey*Henrietta J. LivermoreDanza E. MastErma Mast* Myron & Jeanne MaxsonWilfred & Wilma* McCoyJeanne Mears Patrick & Carol MilliganDaniel J. & Richele O’ConnorThomas & Marlene PowersLura Richmond Ann & Ted RollerDennis & Donnajean RubleHerbert* & Antoinette SchlaterCarl L. Schulz Deborah Sherman-RingFlorence S. Shine Tom & Sandy ShoemakerMaxine Spencer Sara E. StanfieldMarie E. Stevens Helen StumpMerlin J. & Elaine E. TangemanMartha E. Thompson Esther M. Tirey Marabelle J. Wiehe Howard & Betty YandaVirginia M. Zeller
General
Fredrick B. & Susan L. BallJoyce Rutherford-DonnerRev. Glen H. & Shirley Beito
GronlundHarold* & Agnes HamiltonThomas & Sandra HofmannDonald* & Lynda Huey
David & Rayna KaasaKenneth & Caryl Kemper
Lake Vista
Charles & Madeline BradfordShirley M. DormanGlen & Betty Sanzenbacher Stanley & Joyce Seagle
Llanfair
Anonymous (4) Beatrice W. Atwood Josephine BarkerRuth M. Bateman Mary Lou A. BellowsJennifer BlakeE. Lloyd BohnenkamperMarion Brant Marcia K. Cahall Nancy ConroyMargaret F. Cook Clara L. Curry* James E. & Ann S. EddyMarsha Emmons BellIda Fischer Anne Louise GatliffBarbara J. Gordon Ruth HartzellHelen L. Hayward Mary C. HeidenreichC. Leroy & Gladys* HeinleinGary HuberVernice M. Huneke Margaret E. Hyer Kathleen Kiefer Marilyn J. Kiefer Alva* & Katherine KippElizabeth KochheiserGeorge Lemich Howard & Beryl* McClaryCarmen A. Mockrud Jean Nieman Sheena M. PartonJ. M. & Catherine* PollockEdna B. Reis*
Phyllis RennickGlenn & Lana RogersJohn & Betty RoosaFrancis B. & Ruth F. RosevearCarol SaylorSteve SchmitzJohn K. ShermanChester & Dorothy ShotwellMiranda Sitchanoff Sara P. SmithOlive Stanley*Judy SweeneyNancy L. ThomasBetty TognozziAlma Vetter Jean H. Warner* Ed Wells
Mount Pleasant
Anonymous (4) James* & Bertha AndersonRalph Augspurger TrustHerbert* & Charlotte* Bahl
F. William* & Martha Barnes
S. Alvin* & Mary Eleanor* Bell
Margaret A. Bissell
Harriet Blessing*
Charles* G. & Clara K. Boyle
Margaret Brackney
Josephine Brandenburg*
Charles & Geneva Brebner
Louis* J. & Virginia T. Brown
James & Viola Bruner
Niel & Meredith Buckley
Michael Dannis
George & Mary Jane Davis
John K. & Ann Elizabeth
Donaldson
Walter B. Evans
Kathie S. Gannon
Mary Nell Griffin
David E. Gross
Charles & Marian Hattery
George & Lois* Henkle
Leslie J. & Elsie L. Kump
Charles E. & June* Leasure
Jeannie E. Martin*
Margaret L. Matson
Mary C. Maurer
Beatrice McClellan
Verla McClure Barbara A. Mearns J. James & Carol PearceJeanne V. Pendery Judi PohlmeyerRobert G. & Helen* B. PrickettGene & Mary Alice RobertsJane B. RobinsonJames B. Roosa William L. & Jeanne SandstonPauline Schmidt Hugo & Marianne SchumacherWilliam C. & Janet ShannonRobert & Dorothy ShawOlive Ruth Smith Marian Snook* Lois H. Snyder* Ruth C. Stephenson Josephine ThomasMr. & Mrs. H. L. TorstveitJean D. Van Scoyoc Rosemary R. Vordenberg*Kathryn D. WadleighRay & Sue WeltyAbby Whitesell Elizabeth Wiley Lineta H. Wilkins Ruth Yinger
Living Legacy Society Continued
22 2007 Corporate Annual Report
Park Vista
Anonymous (3)Charles* & Virginia AxtmannHarriet E. Broward Janyce Bruce Thomas & Mary CochranDavid* D. & Velma DavisMildred G. Dyke Annelies R. DziadzkaDouglas & Joan EverettRaymond Fine Ralph* & Evelyn* FolsomElsie H. Fox* Esther C. Gee Clarence Goterba E. Thomas & Helen HarnishJack* & Jaye HarrisMary Harvey Jane Haynam Ruth V. Jones Carl A. & Ruth* N. KnittelRuth E. Kyle Mr. & Mrs. Peter MapesJames R. McAuley Mary Jane McClurg Jane E. McCrory* William M. Neckerman, Jr.Mary Neff Ellen C. Newman Dominic A. Nudo Eugene & June OsborneLawrence* E. & Martha PogueCatherine W. PowersHoward Probert Rosa PushkaPaul & Evelyn RichellAlice E. Rowney Mary Alice Schaff Elizabeth Schwartz Yvette D. Stanley Jean G. Steele Virginia A. Thompson
Lorene A. Troxell Ralph E. & Helen Yingst
Rockynol
Anonymous (1) Lawrence J. BeckerPhyllis S. Blaine Thomas W. & Patricia A. BlazeyMartha E. BoyleLois W. Brock Curtis E. Brooks* Edward* & Maurine CarrEileen J. Crist John P. Daneman Janie H. Davis* Hope E. Everhart Mary Fairchild Enid M. GreenJocelyn M. Jenkins William* R. & Betty S. JewellTed & Alice KerskerRobert N. MacCallumDoris A. MacDonald Adele P. Manson* Thomas Montgomery Vincent* & Dorothy MorganMartha Louise NelsonHelen M. Schultz Hope Grunder SeeseAnna M. Shean Freda M. Simpson Robert Meriwether & Ruth
Ellen SmithJoseph C. Weller*Charles A. & Helen S. White, Jr. Miriam J. Willis Ida D. Wong Anita L. Young
Swan Creek
William L. Adler Elizabeth A. Alley June W. Baker
William W. BarnardHoward* W. & Mildred* G. BoggsMrs. Marjorie BristowJackson Bryan Rilma Buckman Beth J. Burman William CameronKimberly T. DanesEdwin & Mary* DurivageRichard & Nancie EntenmannVerna K. Evanoff Donald G. Flickinger* &
Marilyn L. MillerHoward* & Lois L. GrasserArthur Havens Margaret E. HerbertBelle Ann Hilewick* Alice D. HowellFrances JacksonWaneta Jackson* Theodore & Phyllis* JenkinsSevern & Catharine JoyceNeva B. Karl M. Richard KnightMrs. Jean L. Knudel Marjorie Kohler Rev. A. Robert LamantiaMr. Parke B. Lamb, Jr.Gladys Lennox*James & June LimbirdEleanor Longbrake Eunice B. Luelf Elsie R. Marietta*Benjamin F. & Martha K. MarshElizabeth MeloyJohn O. MeloyDeborah R. Merritt Wendy Price KiserJoseph & Phyllis ProvenzanoJeanne Reed Virginia L. Robb* Dorothea Roshong*
Martin R. & Norma E. RuehleMargaret Schneider William B. Tanner
The Vineyard
on Catawba
Robert J. Bredbeck Lloyd* & Jeanne KirbyAnne Crowe Clarence Crowe
Westminster-Thurber
Anonymous (3) Amy A. AllenLucille M. AndersonNancy P. Baum Violet H. Bittner* Alice Boyer Patricia CastonBetty Chapin Beatrice J. Cleveland Nancy S. Cooper Carol Jane Cross Melissa A. DardingerRobert L. DardingerRobert* & Esther* DarrowBruce Davis Aubrey Degraw Jesse D. Degraw Patricia L. DineenVelma V. Everhart Mr. & Mrs. Michael FordLillian K. Fornof Barbara A. FrautschiCarson & Helen HaneyEdna G. Harrison Jennifer L. HemmerleinRobert G. & Helen W. HoehlFrank* & Mabel IrvineAnne Johnson & David
CampbellDr. Pamela Jones-MortonRobert & Jean H. Keitz
Ruby I. Koerper Steven & Sarah LeMoine Charles Lindabury Fairy O. Linn* Miller S. Makey, Sr.George & Jeanne ManserRobert & Shirley MaurathCarl H. McFadden* Phyllis R. Meadows Robert Merkle Marie MiesseDavid* & Sue MooneyHoward & Doris MoyeMary MunnNancy MunnJane & Peter MykrantzKennard & Roberta NelsonGeraldine G. Price James D. & Evalyn* P. RoehmJo Schmidt John F. Schoedinger*William O. SchoedingerRobert & Sandra SimpsonEdward A. Smith Joan M. St. James James A. Stuckey Mary Jane TschappatMartha C. Walke Glen & Alice WallaceMargaret E. Ward Audrey S. Warner Eleanor P. WaterlooElizabeth C. White Grace Williams*H. Art WilliamsPatricia Wilson Doris P. Wipert Kenneth & Elnora Wood
New members in red *Deceased members at time of printing
External TrustsTrusts are enduring. They provide annual income to benefit OPRS and the older adults we serve.
Breckenridge
Norbert A. Lange Trust
Dorothy Love
Mary E. Becker Charitable TrustOskar & Charlotte Buschmann
FundWilliam J. Hannum Memorial
FundHunter Family Fund Rosemary Ovenden Trusts (2)Dr. & Mrs. Walter Whayne Webb
Memorial FundJoseph Herman & Ruth A. Yoder
Memorial Fund
General
Joel U. Adams Trust
Llanfair
Mary D. Hock Trust Else L. Schulze Charitable Trust
Mount Pleasant
Eva Chapman Trust Dean & Lorene Chenault
Memorial FundRussell E. & Ellen T. Huston FundWilliam B. & V. Nadine
Maitland Trust
Dr. & Mrs. Walter Whayne Webb Memorial Fund
Park Vista
Anne Kilcawley Christman Charitable Foundation
Marion C. Lange Memorial FundIsaac P. Lewis
Memorial FundJames & Mary McFarlin
FoundationArnold D. & Helen R.
Stambaugh Charitable Foundation
Mr. & Mrs. Dale Walton Memorial Fund
Rockynol
S. Margaret Gallagher FundBasil J. & Anne Scafidi TrustThomas B. P. Williams
Testamentary Trust
Westminster-Thurber
Miss Jessie Draden Memorial Fund
Leona Mithoff Fund Pearl A. Wagner Fund
2007 Corporate Annual Report 23
“It’s not what you’ve got, it ’s what you give that makes a difference.”
Recognizing cumulative cash or in-kind giving of $1,000 or more during Fiscal Year 2007.
24 2007 Corporate Annual Report
President’s
Club
Visionary .......... $100,000 and up
Benefactor ....$50,000 to $99,999
Leader.............$25,000 to $49,999
Founder .........$10,000 to $24,999
Investor ...............$5,000 to $9,999
Director ..............$2,500 to $4,999
Member ..............$1,000 to $2,499
* Deceased members as of printing
+ Members whose qualifying gifts
were designated for both a campus
and Senior Independence
Breckenridge
VisionaryMarian R. Mahan* Jeanne M. Patterson Karl E. Prindle Charitable
Remainder TrustThe Sherwick Fund Tinkham Veale II
BenefactorKarl & Ginny Bruch Bob* & Mary Ellen* Colquhoun Katherine M. Ingersoll Norbert A. Lange Trust
LeaderEdward B. Dunlap Mary A. Thomas, MD The Veale Foundation
FounderCarolyn W. Bercaw John C. & Suzanne C. Burkholder Donald F. & Shirley Hastings Bud & Ruth Ketchum The Lubrizol Foundation Karl Prindle Charitable
Lead Trust John F. & Susan H. Turben Susan & John Turben
Foundation
InvestorFrances G. Baillie* Breckenridge Village Residents
Association Margaret A. Bretschneider Anne M. Clapp Len & Sally Elliott Virginia H. Goodwin Eleanor L. Hardgrove The Lincoln Electric Foundation The Murch FoundationDr. & Mrs. Alexander Spence Andrew J. & Dorothy M. Thomas C. Carlisle & Margaret Tippit
Charitable Trust
DirectorBreckenridge North Care Cards Breckenridge Village Gift
Shoppe/Crafts William P. & Joyce Douglas John & Ashley Gustafson Mohawk Industries, Inc. John & Kathryn Murray J. Reid Shelton Elaine C. Voyer Miriam L. Wilson MemberAnonymous (4)Arthur* P. & Lois C. Armington Karen Asmus Charles R. & Cordelia B. Barkley Mr. & Mrs. William A. Behnke Rev. & Mrs. Harry L. Bigelow Linda N. Blaha John & Elsie Blazek Clayton & Lois Bradshaw Breckenridge Ridge Care Cards Ruth B. Brower Jean G. Coleman Mary E. Daniels Kathryn G. Eloff Phyllis H. Evans James A. & Beth Falkner-Brown Edward J. & Laurie Feldkamp
Harriet T. Frick Mark A. & Susan W. Frohman Shirley W. Gibson Sonia Golden E.C. Goodwin Donald J. Grauer Patricia J. Gusdane Ruth A. Hanawalt Patricia C. Hawkey James & Susan Hickey Edward G. & Sheila Hodina Mary Houze Jeffrey R. & Sally A. Huntsberger Bruce A. Hutton Gary G. & Maita L. Jarkewicz + Ernest W. & Carol W. Legris Katherine Leihgeber + Dorothy M. Lingle Elizabeth F. Lovsin Chuck & Jane* Mallue Donald & Carole Malone Janet A. Mann Lisa Mansour Elizabeth McIntosh George & Margaret Milbourn Harvey R. & Rheada Morgan Florence Moss Richard J. Reed +Merry Rex-Poe Kenneth D. & Pauline M.
Rittenhouse Fred C. Rutz Foundation Melvin & Jeannette Schaefer Dick & Ruth Schaeffer David L. & Annette Schell +Betty H. Schweitzer Donald S. & Joan M. Selle Mary W. Shafer Sheraton Furniture Margery J. Shields* Roger L. & Cheri Shumaker +Gordon & Georgina Smith Margaret C. SmithThe South Waite Foundation
2007 Corporate Annual Report 25
Richard M. & Marjorie A. Sprague John Sweeney Donna & John Van Oosten Village Construction James V. Walker Willoughby Rotary Club John & Sylvia Yankey Max* G. & Irene M. Yeran
Senior Independence
Greater Cleveland
Region
LeaderThe Murch FoundationOhio Department of
Transportation
FounderOhio Department of EducationUnited Way of Lake County
InvestorPauline M. Jernberg Katherine S. Pike
Member Western Reserve Area Agency
on Aging
Cape May
MemberIrvin & Hilda Brandehoff Cape May Women’s Club William A. & Marjorie J. Carey James W. & Sherrill G. Graham G. David Hawley Katharine B. McMillan Fred Murphy Walter* & Grace Nichols Larry Redfern Brad Reynolds
Dorothy Love
BenefactorRalph & Mary Jo Helman
LeaderEmerson Climate
Technologies, Inc.
Robert C. & Thelma B. Sargeant
FounderEvelyn Bensman J. Daniel & Margaret Francis B. Mark & Carol V. Hess Dr. Ching and Agnes Li Rosemary Ovenden
Charitable TrustTom & Sandy Shoemaker William J. & Jacqueline M. Snow
InvestorCarol & Walt Bennett Dorothy Love Auxiliary Thomas B. & Elizabeth K.
HerrlingerJoel & Inez PhillipsJohn & Annette* Samuelson Antoinette Schlater Thomas L. & Pauline Watkins Thomas C. & Judith A. Westerheide Joseph H. & Ruth A. Yoder
DirectorKarl & Judy Bemus Oskar and Charlotte
Buschmann Fund Dorothy Love Church Service
Fund Thomas V. Francis George R. Gardner Foundation Scott J. Hinsch Minster Bank Monarch Legacy FundRichard L. Roeth Frederick C. & Gay E. Smith Robert L. & Frances J. Zielsdorf
MemberAnonymous (1)Alma Allinger Amos Press Frank E. & Virginia Bazler Mary E. Becker Charitable Trust John O. & Janice Beigel Betty Z. Bennett Bruce & Judi Boyd
James & Cheryl Boyer Charles & Kay Caudy Dorothy Love Crafters Bonnie J. Duff Mark R. & Lynne M. Dunham Harry N. & Bonnie Faulkner First Presbyterian Church of Troy Thomas E. & Marvalene GivenThomas & Carolyn Hay Ella M. Kuck Lee & Jo Ann Kuhlman Wilfred & Wilma* McCoy Martha B. & Tom Milligan Patrick H. & Carol B. Milligan Barbara & Marvin Monnin Connie & Art Muhlenkamp Peoples Federal Savings & Loan Glen & Vanis Phillips Thomas E. & Marlene Powers Ann & Ted Roller Dennis & Donnajean Ruble Deborah J. Sherman-Ring Sidney Floors & Interiors, Inc Wilma G. Sigg Esther Tirey Patricia A. TwissDr. & Mrs. Walter Whayne Webb
Memorial FundCynthia Withey Anna Zenkovich
Senior Independence
Miami Valley Region
DirectorShelby County United Way Stouder Memorial Foundation The Troy Foundation
MemberDouglas Wilson Allinger Emerson Climate Technologies, Inc.Ralph F. & Clara Keister Ira O. Lindsey Miller-Valentine-Walsh
Gifts Committee
Monarch Legacy Fund The WorkflowOne Employee
Foundation
Lake Vista
InvestorDorothy A. Philipp
MemberJames & Debra Hagarty Daniel H. Moser Stanley & Joyce Seagle
Llanfair
VisionaryEdward R. Wells Marion & Thurza* Brant
BenefactorCharlotte & Charles Fullgraf
LeaderElse L. Schulze Charitable Trust John & Dottie* Sherman
FounderAnonymous (1)Ann & Jim EddyAnnette LiebingCharles & Carol Ann Schlegel
InvestorAnonymous (1)CY Inc. Over 70 FoundationKnox Presbyterian Church
DirectorAnonymous (1) Covenant First Presbyterian
ChurchE. Lloyd Bohnenkamper Llanfair Crafters Madeira-Silverwood
Presbyterian Church Dwight Moorhead
MemberLloyd Allen Mary Lou Bellows Melvin Bending* Beth Carlson*
Mary D. Hock External Trust Donald E. & Donna C. Hoffman Burton E. & Florence Holthus Margaret E. Hyer Mary Ann Jacobs Mr. and Mrs. Howard Mailly Mt. Auburn Presbyterian Church
Women’s Association Sheena M. Parton John W. & Jean Plattner Allen H. & Martha W. Quimby Francis B. & Ruth F. Rosevear Cecil Schmidt Paul & Marilyn Schneeberger Mary Louise Schroth* Elsa A. Shirk Jane M. Thompson Westwood First Presbyterian
Church
Senior Independence
Southwest Region
FounderButler County Department of
DevelopmentOhio Department of Education
InvestorCharles & Carol Ann Schlegel
DirectorAnderson Hills Woman’s Club
MemberAnonymous (1)Cincinnati Poker Club Health Foundation of Greater
Cincinnati Kent & Elizabeth P. Kochheiser Nancy A. Munafo
Mount Pleasant
VisionaryMary Kittredge
BenefactorVerla B. McClure
President’s Club Continued
26 2007 Corporate Annual Report
William C. & Janet A. Shannon Robert J. & Dorothy Shaw Everett W. Sherron David G. Siegfried Betty J. Spurling Betty Steele Arleen Steen Kathryn D. WadleighDr. & Mrs. Walter Whayne Webb
Memorial Fund
Park Vista
VisionaryAnne K. Christman Charitable
Foundation
BenefactorDavid J. Rees Arnold & Helen Stambaugh
Charitable Foundation
LeaderThe Community Foundation
of Mahoning Valley Mary Alice Schaff Helen Stambaugh
FounderJane W. Haynam Ruth E. Kyle James & Mary McFarlin
Foundation Jeanne D. Tyler Walter E. & Carolyn H. Watson
Foundation The Youngstown Foundation
InvestorThomas D. Kepler William M. Neckerman James W. & Angela* B. Williamson
DirectorC. Clark Hammitt Mary Harvey William R. & Rita Pintaric John H. & Olive M. Stone
MemberVirginia Axtmann Thomas L. & Mary L. Cochran Carolyn DeFrance Betty J. Einfalt E. Thomas & Helen I. Harnish June E. Harris John M. Newman*Park Vista South Residents
Association Poland Presbyterian Church The Scotford Foundation Howard A. & Sally A. Seeds Louise E. Slawecki Tod Foundation Randy & Kyoko Wean Warren P. Williamson, Jr. Fund
Senior Independence
Mahoning Valley
Region
InvestorAT&T Ruth H. Beecher Foundation
DirectorJ. Ford Crandall Memorial
Foundation
MemberAnthony & Mary Lariccia
Rockynol
FounderEugene K. Fouse Charitable
Lead UnitrustThomas B. P. Williams
External Trust
InvestorKaren & Bill Feth The M.G. O’Neil Foundation Basil J. and Anne L. Scafidi
Charitable Trust Rex Seanor The Wilson H. Taylor Family
Charitable Fund
DirectorA.H.I. Renovations, Inc. Mary E. Williams*
MemberAnonymous (1) Martha E. Boyle Lois W. Brock Lisle M. Buckingham
Endowment Fund Henry F. & Nancy R. Burmeister The Mary S. & David C. Corbin
Foundation Mary L. Downing S. Margaret Gallagher Fund The Hershberger Family Neva I. Humphreys Kline’s Concrete James H. & Eva M. Miller George and Joan Myers Russell T. & Sue D. Peterson The Plastic Lumber
Company, Inc. In Memory of Dorothy Neff
Pollock Rockynol Auxiliary Rockynote Cardcrafters Anna M. SheanC. Eugene & Betty Ann
Stalnaker J. Terry Taylor R. G. Thomas Landscape &
Design, Inc. Michelle B. Tognetti Arthur V. Tucker Libby Vogelsgang Patricia Wagle Steven D. Wise
Senior Independence
Akron/Canton
Region
FounderLehner Family Foundation TrustOhio Department of Education
LeaderBaker Concrete Construction, Inc. Robert & Mary Jo Cropper Russell E. and Ellen T. Huston
Fund Norbert E. Werner
FounderDean & Lorene Chenault
Memorial Fund General & Mrs. Theodore S.
Coberly Grass Pro’s Lawncare &
LandscapingJoseph W. & Louise W. HeidlerMargot Marples David T. & Rose E. Morgan Bruce L. Peters Teresa Schofield Marian Snook*
InvestorThe Barnitz Fund of
JP Morgan Chase Charles E. & Marian D. Hattery Doris L. HayHoward K. & Shirley L.
HollingsheadRobert S. & Lyla M. Liljestrand William B. & V. Nadine
Maitland TrustOhio Department of Education
DirectorPat Bowman Eva Chapman TrustRobert H. & Edith Guinter Ted & Nancy Karchner James B. & Mary Jean Kleingers Melvin & Patricia* Lakness William K. & Judy D. McCormick William & Lois G. Philips Gene & Mary Alice Roberts Dorcas L. WeidnerRobert & Dorothy Wieneke
MemberAnonymous (1)James F. & Jean Akers Bartlett Picture Framing Benjamin A. & Wilma Jean Bell Woodrow W. & Ruth Bell Margaret A. Bissell Lyman C. BrennemanJames P. & Viola BrunerCharles W. & Barbara K. ChappellRoland P. & Ella Ely First Presbyterian Church of
Middletown C. Stanley Gockel Richard P. & Jacquelin D. Hale Joseph W. & Louise W. Heidler Florence J. Hofmann Sabra E. Holloway William R. & Sarah E. Hughes Carla S. Jendrek Allan L. & Judy A. Karchner Virginia C. Kuntz Diane McKeon Mary Leach McKibben Nancy B. & Edward R. Miller George R. & Helen L. Morgan Mount Pleasant Handcrafters Stephen & Judith Ohliger Reginald D. & Barbara L. Olson Oxford Presbyterian Church Bill K. & Dorothy E. Parnell Lyman C. Peck Donald L. & Raylene Pelfrey John A. & Nancy H. Peterson Joe & Jean Ponder Mary Ellen Purkrabek Yvonne Revoir* Jane B. Robinson James B. & Letty J. Roosa M. Richard & Wilberta J. Schorr Hugo H. & Marianne M.
Schumacher William H. & Dorothy W. Shaffer
We gratefully
acknowledge our
donors for their
support and generosity.
Every effort has been
made to accurately
recognize our donors.
If any errors have
occurred, please accept
our sincere apology
and contact the
Foundation office
with any corrections
at 614 888-7800
or 800 686-7800.
Thank
You!
2007 Corporate Annual Report 27
Swan Creek
VisionaryWilliam E. Sala
LeaderElizabeth L. MeloyJohn O. Meloy
FounderJane M. Meinert Walgreens Company
InvestorP. Richard DayKay* & Ted* HarbaughJames & Jana MilliganJeanne Reed Foundation
DirectorJune W. Baker Mrs. Marjorie BristowWilliam A. CameronTheodore G. Jenkins Swan Creek Resident
Association Gifts & More
MemberMr. Edwin Basilius Gerald & Patricia Beagle Jackson D. BryanGerald & Kimberly Danes +Charles J. & Sharon A.
Dendinger William & Jeannie Dennler Clarence Ehrhardt Alfred F. & Betty H. Foster Catharine & Severn JoyceM. Richard Knight Richard A. & Sheila A. Krieger James & June Limbird Benjamin F. & Martha K. Marsh Thomas E. Moxley Dolores & Bill* Proctor Louis C. & Sophie* Ravin Martin R. & Norma E. Ruehle Donald H. & Dolores* M. Saunders Barbara R. SearsSwan Creek Resident
Association
George M. Taoka Joe & Dorothy Wolf
Senior Independence
Toledo Region
FounderOhio Department of Education
The Vineyard
InvestorLloyd* P. & Jeanne R. Kirby
DirectorFrances S. Carsten
Westminster-Thurber
VisionaryJohn F. Schoedinger*
BenefactorAnonymous (1)Patricia L. Dineen The Joel U. Adams Trust
LeaderJeanne & George Manser
FounderAnonymous (1)Central Ohio Area Agency
on AgingBarbara Frautschi Thomas Gorman InVentiv Health Inc. Robert & Jean Keitz Leona Mithoff Fund Professional Designs, Inc.
InvestorAnonymous (1) James & Jana MilliganNationwide Foundation
DirectorJesse D. Degraw Trust Robert G. & Helen W. HoehlSue Mooney
MemberCharles & Ione Arrick Donald* E. & Barbara B. Bootes
Boulevard Presbyterian Church of Columbus
Beatrice J. Cleveland Aubrey Degraw Trust Tom Evascu Gerald B. Franks William R. & Susan Gillam Susan Kindig Ruby I. Koerper Nelson & Tillie Lancione Steven C. & Sarah LeMoine Kassim & Lois Mahdi +Robert E. & Shirley W. Maurath Charles H. Meng Mary Lou Miller Peter S. & Jane Mykrantz David N. & Louise F. Pence Susan Rollings Henry & Pauline Ruegg Drew K. Selvar Sandra M. Simpson Mary Jean Swenson Kristen J. Sydney Margaret E. Ward Westminster-Thurber
Community -Resident Association
-Spiritual Life Committee -Thurber Handcrafters Elizabeth White David C. WillH. Art & Grace* Williams Frederick Williams Worthington Presbyterian Church
Senior Independence
Central Ohio Region
VisionaryFranklin County Department of
Job & Family ServicesUnited Way of Central Ohio
BenefactorCentral Ohio Area Agency
on Aging
LeaderThe Harry C. Moores Foundation
FounderCardinal Health, Inc. National City Bank
InvestorWilliam C. Leiter
DirectorJo Edda HabekerSue MooneyUnited Way of Tri-State, Inc.
General Campus
Support
InvestorThomas G. & Sandra J. Hofmann David J. & Rayna Kaasa Kenneth A. & Caryl A. Kemper
DirectorRodney L. & Cheryl S. Crist Michael & Barbara Distelhorst Timothy F. & Gretchen Ann Jones Daniel J. & Richele O’Connor
MemberAnonymous (1)Fredrick B. & Susan L. Ball +Rev. Glen H. & Shirley Beito
GronlundAnne P. Johnson & David
Campbell + Terry & Chris McKenzie Joyce Miller Evans Joyce Rutherford-DonnerDana Ullom-Vucelich Sue Welty
General Senior
Independence Support
LeaderAT&T
MemberDavid L. & Nancy K. King
2007 Leadership
Ohio Presbyterian Retirement Services Board of Directors
Front Row: (left to right) Donald H. Saunders, Frederick C. Smith III (Vice Chair), Mary Ann Jacobs, Charles Schlegel (Chair)
Middle Row: Kay E. Caudy, Dorothy A. Philipp, Burton E. Holthus, Ted W. Karchner, Thomas D. York, Edna D. Pincham,
Judy D. McCormick, Amy J. Roscoe
Back Row: Sandra R. Byers, Kassim Mahdi, John A. Peterson, Donald L. Malone, Howard J. Moye, Richard A. Krieger, William C. Leiter
Ohio Presbyterian Retirement Services Foundation Board of Directors
Front Row: (left to right) Richard Mack, Rev. Timothy F. Jones – Chair, Cheryl A. Boyer – Vice Chair, Donald E. Hoffman.
Middle Row: James P. Bruner, Louise Pence, Cornelia L. Brand, Richard S. Reesey, Maria Quinn, James H. Sisek, Nancy Peterson, David J. Kaasa – OPRS President/CEO.
Back Row: Jean Evans, Stephen B. Croake, Benjamin F. Marsh, William Dennler, C. Eugene Stalnaker, William R. Gillam.
Midwest Presbyterian Senior Services Board of Directors
Front Row: (left to right) Donald H. Saunders, Charles Schlegel (Chair), Mary Ann Jacobs, Frederick C. Smith, III (Vice Chair)
Middle Row: Amy J. Roscoe, Judy D. McCormick, Timothy F. Jones, Donald L. Malone, Burton E. Holthus, Thomas D. York, Edna D. Pincham, Dorothy A. Philipp, Kay E. Caudy
Back Row: Sandra R. Byers, Kassim Mahdi, Ted W. Karchner, John A. Peterson, Howard J. Moye, Richard A. Krieger, William C. Leiter
28 2007 Corporate Annual Report
in inclusiveness. We are open to residents, clients, staff, and volunteers without discrimination of any kind.
in a high ethical standard. Not only do we hold ourselves to the letter but also to the spirit of the law in all tasks and relationships.
our reputation for high quality and caring service is our most valuable asset. We strive to make excellence the mark in all that we do.
that dedicated staff and volunteers are the key to providing high quality and caring service. The chief responsibility of management is to help them succeed in their efforts.
in respect for all whom we serve. We guard privacy, dignity, independence, and safety to the best of our ability.
in responsiveness to those whom we serve and who serve with us. We provide opportunity for them to voice their concerns and make suggestions.
in the necessity of innovation. We encourage everyone in the organization to take initiative, be creative, and constantly improve.
that effective communication among ourselves, our constituencies, and the public is essential to success. We work continually to upgrade our communications.
in financial stability. We always assure financial capability to support the services we have chosen to pursue.
in being a good neighbor. We cooperate in benefiting community welfare wherever we serve.
It is the policy of OPRS that no person, based on the grounds of race, color, creed,
religion, national origin, age, sex, or handicap, be denied the benefits of or be subjected
to discrimination under any of our programs, activities, financial assistance programs,
admission policies, training programs, or employment practices.
We Believe . . .
1001 Kingsmill Parkway, Columbus, Ohio 43229 • 614 888-7800 • 800 686-7800 • [email protected] • www.oprs.org
Communities & Service Locations
Senior Independence – Home and Community Based Services in 38 Ohio counties, 800 686-7800.
Breckenridge Village
Cape May Retirement
Village
Lake Vista of Cortland
Mount Pleasant Retirement
Village
Llanfair Retirement Community
Dorothy Love Retirement Community
The Vineyard on Catawba
RockynolRetirement
Community
Park Vista Retirement Community
Swan Creek Retirement Village
Westminster- Thurber Community
9