RHF Annual - Retirement Housing Foundation

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which was hosted by Community Congregational UCC, Los Alamitos. Attorney William C. Kelly received RHF’s Friend of the Elderly award and Donald W. King, President of Cathedral Pioneer Church Homes and Vice Chair of the RHF Board of Directors, received the Community Board Member of the Year award. Judy and Morris Leininger, Managers of Donald Jordan, Sr. Manor in Garden Grove, California, received the Manager of the Year award. Tom Mills was honored as Resident of the Year for his outstanding volunteer efforts at Gold Country in Placerville, California. • We challenged our more than 2,450 full and part-time team members to continue the ongoing quest for excellence. Of this number, 87 team members are in our national headquarters office in Long Beach and 11 are in our regional offices around the country. • We welcomed Jean Dremstedt back to the RHF Board of Directors. • Personnel additions this year included Betty Sassano, Corporate Compliance Officer and Director of Risk Management; Jennifer Staley, Payroll Manager; and Conrad Dungca filling the new position of Internal Audit Manager. • We received another social service coordinator award, bringing the total number of communities served by service coordinators to 74. • RHF now includes 149 communities in 24 states, the District of Columbia, Puerto Rico, and the Virgin Islands. • We made the hard decision to close Trinity House and sell the real estate because it could no longer meet current customer expectations. Proceeds from the sale will be used to build a new community in the Sacramento area. • We received new HUD 202 awards for affordable communities in Quartz Hill, California; Loveland, Colorado; and Columbus, Georgia. • In addition to new construction in the calendar year 2004, we reinvested almost ten million dollars to upgrade and improve our existing communities. • We completed a third successful year with Caring Communities Insurance Company (CCIC). This provider-owned company was founded by 20 members of the American Association of Homes and Services for the Aging (AAHSA) to address the liability insurance crisis proactively. Robert Amberg serves on the Board and the Claims Committee. John von Rusten serves on the Finance Committee. I serve on the Board, the Executive Committee, Strategic Planning and Underwriting Committees, as well as Secretary of the Board of Caring Communities Shared Services (CCSS). During the year, we also experienced significant premium reductions in our property and workers compensation insurance program. • We survived the worst hurricane season Florida has ever experienced without any deaths or injuries, for which we are most grateful. There were major inconveniences and some physical damage to our properties. In December, I had the privilege of presenting “galaxy of stars” plaques to staff and residents at The Cloisters in Deland, Bishop’s Glen in Holly Hill, and Courtenay Springs Village in Merritt Island, who demonstrated outstanding performance, dedication, and spirit in the face of these storms. • We launched HANDS (Helping Angels National Donated Support). Sheltered Reality, a nonprofit established in 1997, plays “Music with Meaning” for school children and other groups throughout the nation to educate people about the homeless and to motivate people to do something about it. Many of the persons affected by homelessness are children and young people. In their concerts they will also mention RHF and seek donations of yarn and sewing materials, which are distributed to RHF residents through our social service coordinator program. Residents then have the opportunity to knit or crochet hats, mittens, sweaters, and baby blankets, which will in turn be distributed to children at local homeless shelters and battered women’s shelters. They will also sell HANDS pins, designed by our North Central Regional Manager, Dee Hammer. The program is a dream of our Service Coordinator Manager, Judy Shaw, and has been endorsed by the RHF Board. • We completed the first two-year cycle of resident satisfaction surveys. • We established a five million dollar line of credit to position RHF to take advantage of new opportunities that may come our way. • We established the Jean Moore Warrick Endowment Fund for Resident Benevolence and the Clark Harshfield Affordable Housing Building Fund, both in memory of these two outstanding leaders who have died since our 43rd anniversary. • We established the RHF Team Givers program for staff members whose financial gifts support our mission. • Work continues on the new Integrated Information System Replacement (IISR). At the time of this writing, we have 120 sites plus the corporate office in the Enterprise network, 73 communities are now covered with the new American Computer Software 2 A NEW VISION FOR TOMORROW
ANNUAL REPORT 2004 3 Management Plus system, and we have completed the application delivery of the clinical system, INFOSYS in all but one community. This has been a multi-year, five million dollar project for RHF, and we expect most of it to be completed within the next couple of months. Of course with computers and software, the work is never done as new improvements continue to evolve. • We completed the renovation of Rio Vista Village. • We opened and dedicated Lowell Place in Bakersfield, and we also opened North Capitol at Plymouth in DC, which will be dedicated in early March. • A new employee handbook was distributed. While we did not change the retirement plan for staff, we engaged a new plan provider with reduced plan administration fees, which means more funds remain in employee retirement accounts. • HUD no longer reviews every property every year but during the course of 2004, ten of our properties received “superior” management reviews and 48 received “satisfactory” reviews. We had 12 of our properties inspected under the Real Estate Assessment Center (REAC), and four of them received scores of 90 or higher and five scores of 80 or higher out of a possible 100 points. • We continue to work with the conferences of the UCC, CHHSM, and ecumenically with other churches, as well as cities, counties, states, service clubs, and national organizations listed elsewhere in this publication. Robert Amberg serves on the board of the Council for Health and Human Service Ministries (CHHSM) and chairs the strategic restructuring task force. He also chaired the annual meeting program for the American Corporate Counsel Committee for Nonprofit and Professional Associations. Paula Jameson, our Director of Fund Development, and our former Director of Public Relations, Francine Marlenee, completed CHHSM’s Transformational Leadership Program (TLP). We also work with the American Association of Homes and Services for the Aging (AAHSA) and the California Association of Homes and Services for the Aging (CAHSA), and other state associations. I serve on the board of CAHSA as past-chair and chair the housing committee, and also serve on the house of delegates of AAHSA. We have hosted national meetings of the Stewards of Affordable Housing (SAHF) and the National Affordable Housing Trust (NAHT) and also continue our involvement with the International Association of Homes and Services for the Ageing (IAHSA) and Association of Housing Management Agents (AHMA). Some of the items within our vision for this coming year: • The celebration of our 45th Anniversary. • Dr. John Trnka, who has served as Board Chair for the past six years, will be honored in March with the Faithful Trustee Award by CHHSM. Vice Chair Donald King will succeed Dr. Trnka in the office of Chair, and Dr. Trnka will continue to serve on the Board. Dr. William Rader will be retiring from the Board of RHF after 33 years of service. • We will be celebrating Mayflower Gardens 40th Anniversary. Mayflower was the first RHF facility and was acquired out of bankruptcy. Today it is a thriving community in Quartz Hill, California. We will be dedicating North Capitol at Plymouth and breaking ground for several other new developments around the nation. We will be seeking additional 202 awards, and expect to close escrow to acquire a number of preservation properties in Massachusetts. • We expect to be involved in the property tax exemption challenges as the California Board of Equalization attempts to reinterpret and change long-standing principles of property tax exemption for nonprofits. • We expect to hire a Director of Healthcare Operations. • We expect to complete the transfer of physical assets (TPA) on Pilgrim Tower North and Southpointe Villa. • As always, we know that there will be other opportunities and challenges which are not now on the horizon, and we will continue to address them as they become known. An anonymous writer has written, “A vision without a task is a dream. A task without a vision is drudgery. A vision and a task is the hope of the world.” Thanks to all of those persons in our past and present who dreamed the dreams and shared the vision and, through their time, efforts, financial resources, and hard work gave and continue to give the vision wings. We encourage and sincerely ask you to join in support of this vision which enables so many persons to enjoy a better quality of life than they would otherwise have. Thanks to our entire family of national and local board members, staff, volunteers, donors, vendors, attorneys, financiers, and our residents for sharing and enabling this great vision. Rev. Laverne R. Joseph, D.D. President and Chief Executive Officer
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RHF Annual - Retirement Housing Foundation

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