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H E RO E S

inSidEThe healing power of philanthropy . . . . . . . . . 4 You give our smallest patients the best start . . 5

Why your giving matters . . . . . . . . . . . . 6 Fairview Foundation 2013 Financials . . . . . . 8

Ebenezer Foundation 2013 Financials . . . . . .12 You create summer memories for Ebenezer residents . . . .15

f A publication for and about supporters of Fairview and Ebenezer

Summer 2014

fairview.org/giving

2013 Report

With your giving, you change lives, save lives and improve the health of our communities.

g i v i n gon

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Fa i rv i e w F o u n dat i o n

Board of directorsJames Halverson, Chair

Mark Van Note, Vice Chair

Amy Drury, Secretary

David Royal, Treasurer

Stephen Battista, MD, FACC

Tom Brust

Peter DeMaris

Lou Gomez

Dick Howard

Nancy Kolb

Susan Lacek

Lois Lenarz, MD

Jeanne Mork

Claire Peper

Kristine Rauenhorst

Peter Schulte

Lowell Stortz

Bernard Wagnild, Emeritus Board Chair

James Walline

Fa i rv i e w F o u n dat i o n m i s s i o n To build philanthropic partnerships to further Fairview Health Services’ mission of improving the health of the communities we serve.

Dick Howard, right, and Mark Thomas, center, stopped by Ebenezer Ridges to participate in the MacPhail Center for Music – Music for Life program. This intergenerational offering, made possible by generous individuals like you, invites seniors and children together to learn about music, to sing and to play instruments.

Pictured on cover: To help young patients through their health journey, the emergency and surgery departments at Fairview Northland Medical Center give children teddy bears for a litte extra comfort. Thanks to the support of donors like you, more than 4,300 children took “scrubby bears” home in 2013.

Fa i rv i e w F o u n dat i o n v i s i o n Maximize the power of philanthropy to help Fairview become the best health care system for America.

“Thank you for being our heroes. Your support makes all the difference for the people we serve.”

—Dick Howard and Mark Thomas

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a m E S S ag E F R O m

dick Howard and mark thomasDear friends:

Thank you for being the heroes who make our work possible.

With this, our special “annual report” issue of HEROES, we hope to give you a glimpse into the many ways that you change lives, save lives and improve health through your generosity.

Thanks to you, we are able to offer every patient and every resident who comes through our doors world-class care. With your help, we are launching expansion projects designed to increase our capacity and investing in the latest technology to meet the growing needs of our communities. We are finding new ways to keep people healthier from the start and we are helping seniors live joyful, meaningful and connected lives.

In these ways—and in so many more—your generosity directly translates into better care for our patients, families and communities—whether they come to us for an organ transplant, a sore throat or senior living.

Fairview and Ebenezer would not be the organizations they are today without your support, and as we look to the future, we know bold advances are possible with your continued partnership. Thank you.

In gratitude,

Richard J. Howard Mark Thomas President President Fairview Foundation Ebenezer

P.S. a special note from dick HowardThis will be my last message to you as president of Fairview Foundation. While I celebrate 35 wonderful years with Fairview, the time has come for me to explore new life adventures. I’m leaving you in good hands. Mia Hoagberg, Fairview Foundation Vice President of Donor Development and Operations, will serve as interim president for Fairview Foundation throughout the recruitment process for a permanent leader. I know you will enjoy getting to know Mia, and I thank you for the trust you’ve placed in me over the past several years.

E B E n E z E R

Board of directorsMaggie Collins, Chair

Shary Mulhere, Secretary

Stephan Grygar, Treasurer

Kent Eklund

Dick Howard

Pastor Christopher P. Nelson

Deborah Paone

Jeanne Ripley

John Selstad

Mark Thomas

E B E n E z E R m i S S i O n To help older adults and others make their lives more independent, healthful, meaningful and secure.

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“I will never forget answering the phone and hearing that my children were in a terrible accident,” says Lesa Hess.

In July 2013, Lesa bid her children farewell as they pulled out of their Burnsville driveway for a road trip to Texas to visit their grandparents. A fun sibling adventure took a disastrous turn when the Ziebols’ car crossed the centerline and was hit by a semi-truck.

The crash killed 19-year-old Taylor Ziebol, the car’s driver, and left 17-year-old Shannon Ziebol and 15-year-old Adam Ziebol in critical condition.

Lesa, her husband James and her brother-in-law, Duane, left for Dodge City, Kansas with just the clothes on their back. They were intent on just one thing—getting to Shannon and Adam.

an outpouring of supportWhen they arrived in Dodge City, they were overwhelmed by an outpouring of support from the hospital and the community. “When we got off the plane we were still in shock—we didn’t know what to do first—but we were so well taken care of,” recalls Duane.

The family was met at the airport with a free rental car. The hospital arranged a nearby hotel room. The nursing staff washed their clothes and brought in hot meals on a regular rotation. Each act of kindness

allowed the Ziebols to focus on the most important task—caring for Shannon and Adam.

Helping others in needAfter the Ziebol family returned to Minnesota, they began to look for ways to honor Taylor’s memory, celebrate Shannon and Adam’s strength and courage, and

support other families in need close to home.

“We knew that we wanted to be able to help other families reeling from a recent catastrophe with their basic needs, including food, shelter and transportation,” says Duane. Duane and his wife Candis, along with Lesa and James, approached Fairview Ridges Hospital to establish a philan-thropic fund to do just that. Within just a few short months, the Ziebol Family Hospital Crisis Fund was created within Fairview Foundation.

Along the way, they discovered that while they made their generous gift to help others, the act of giving also helped the Ziebol family a bit as well. They found a sense of hope and healing through their gift.

“It really helps you process the grief when you can do something to keep your loved one’s memory alive and living in your heart,” says Candis.

f To support the Ziebol Family Hospital Crisis Fund and other important initiatives, visit fairview.org/giving

the healing power of philanthropy When tragedy struck, the Ziebol family found hope through helping others

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Candis Fancher, left, Lesa Hess, center, and Duane Fancher, right, holding a picture taken of the Ziebol children shortly before they left on their trip.

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Brent and Amelia Gazlay are no strangers to the Fairview Ridges Neonatal Intensive Care Unit (NICU).

Both of their children spent time on the unit, two years apart. Fortunately for the Gazlay family, donors like you are investing in the NICU to help our smallest patients get the best possible start.

Amelia went into premature labor with their first child and delivered daughter Isabelle at 31 weeks. She weighed just three pounds.

Brent recalls not knowing what the NICU was at the time. “We had an amazing care team who really showed us the ropes,” says Brent. After 47 days, Isabelle was ready to go home.

“With our second daughter, McKenzie, we made it to 30 weeks,” says Amelia. While their story was similar the second time around, the facility was not.

Big improvements for little patientsThanks to your generosity, in the time since their last visit, the NICU has made considerable upgrades. “We’re more committed than ever to creating a healing environment for our babies and families,” says Juanita Royle, interim assistant nurse manager. A recent renovation created lighter, brighter rooms and more spaces for families to spend time together.

“We expanded our family lounge and added rooms where parents can stay with their infant for a night or two before heading home,” says Juanita. “We’re really grateful to our Fairview donors for making these improvements possible—you really are helping families begin their lives together on the best possible note.”

improved labor and delivery technologyThe hospital also has invested in improved labor and delivery technology. In the past year, for example, “panda warmers” have replaced traditional warming beds in many delivery rooms. Unlike a traditional

warming bed, a panda warmer includes built-in respiratory support, weight scales and more.

“By replacing several pieces of equipment with one more advanced tool, we reduce the medical equipment necessary in our rooms and can respond more efficiently to a baby in distress,” says Juanita.

For the Gazlays, these improvements

mean just one thing—happier, healthier infants. Says Amelia: “We’re so excited to bring McKenzie home. We’ll look back on this a year from now, with two happy, squirrely daughters running around at home.”

f To learn more about Fairview Ridges Hospital improvements, visit fairview.org/expansion

You give our smallest patients the best startNICU upgrades help our tiniest babies get off on the right foot

Isabelle Gazlay, left, met her little sister, McKenzie, right, for the first time in the newly expanded NICU lounge while parents, Brent and Amelia Gazlay looked on.

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P l a n n E d g i v i n g : 2 013Thank you to the 17 donors who made a planned gift to Fairview Foundation or Ebenezer Foundation in 2013, becoming members of our Next Generation Circle.

f Learn more about planned giving at fairview.org/legacy

Expanding to meet community health care needsIt was an exciting year for Fairview as we broke ground on two expansion projects to meet the growing needs of our communities.

On July 9, 2013, Fairview Ridges Hospital broke ground on a major campus expansion. Designed to improve access to specialty care services for Minnesota River Valley residents, the expansion will feature a state-of-the-art specialty care center. The center will provide cancer care, heart care, orthopedic and spine care, sports medicine, same day surgery, an imaging center and more.

This project also includes many improvements to Fairview Ridges Hospital, including a remodel of the orthopedic and spine and the pediatric units, a new observation and outpatient unit and

an expanded laboratory. The completion of this project later this year will ensure Fairview Ridges Hospital is able to continue to provide world-class care to the southern metropolitan area.

At Fairview Southdale Hospital, the new Carl N. Platou Emergency Center also broke ground in fall 2013. The new center will more than quadruple the square footage of the current emergency department and improve access to emergency care.

Using an innovative care model, the new space will better address chronic health care needs and create a healing environment dedicated to meeting the physical, emotional and spiritual needs of patients and families. “We’re not simply expanding our physical space—we are building a national model of excellence in emergency care,” says Bradley Beard, president, Fairview south region.

why your giving matters2013: Year in review

Fairview Southdale Hospital leaders and donors broke ground on the Carl N. Platou Emergency Center in September 2013

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wells Fargo: Fairview’s partner in care and innovation

S P O t l i g H t O n O u R c H a m P i O n SOur Champions of Care program, launched in 2011, continues to grow in popularity. To date, patients and their families have made gifts in honor of more than 633 exceptional caregivers, staff and volunteers.

Congratulations to H. l. Saylor, md, a surgeon at Fairview Southdale Hospital, for his fourth Champions of Care award from patients who made a donation in honor of the excellent care he provides. He is shown here with patient and donor Susan Thompson.

f Honor your Champion of Care at fairview.org/champion

celebrating 25 years of employee givingIn 2013, Fairview celebrated its 25th year of employee giving. Each year, thousands of employees come together with gifts big and small to help the people and communities we serve. Last year alone, Fairview employees donated more than $1.2 million. Donations support the nonprofit work of Fairview, Ebenezer and United Way.

“We are fortunate to have incredibly generous employees here at Fairview,” says Mia Hoagberg, interim president, Fairview Foundation.

“Philanthropy is part of our culture here, and these donations mean we will be able to provide crucial programs and services not covered by insurance to our patients and advance capital improvements that will better serve our communities far into the future.”

Since the Fairview employee giving campaign began in 1988, employees have given more than $15 million.

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Payroll and PTO deductions (deducted in the next pay period)❏ Give per‑pay‑period_$4 _$10 _$20 _$39_$385 _Other $ _____________

❏ Give a one‑time payroll deduction of $ ________________❏ Donate ______________________ hours of PTO/PPL/vacation.

Please direct my gift to:❏ Fairview Greatest Need ❏ Ebenezer Greatest Need❏ Youth Grief Services❏ I wish to designate my gift to the following fund(s):Fund _______________________________ Fund _______________________________

Name __________________________Employee # _____________________Home address ___________________City, State, Zip ___________________Phone # ________________________Email ___________________________How to give To give to Fairview or Ebenezer, complete the section below. To give to United Way and to confirm your gift, see reverse.

Direct gift options❏ Enclosed is my check for $ _____ (payable to Fairview or Ebenezer Foundation)❏ Donate by credit card in the amount of $ ___________________VISA _MasterCard _Discover _American Express _____________________________ Credit card number/exp. date

_____________________________ Cardholder signature

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Fill out both sides of this card and return to Fairview and Ebenezer foundations through interoffice mail or by mail to: 2344 Energy Park Drive, St. Paul, MN 55108

Take part in our Employee Giving Campaign

2013E M P L O Y E E G I V I N G CA MPAIGN

SEPTEMBER 3 T H R O U G H OCTOBER 18

be a

HE

RO

Yes! I want to be a

H E RO

GIVING LEVELS f CARL N. PLATOU SOCIETY $385 per pay period or $10,000+ f PARTNERS CIRCLE $39 per pay period or $1,000‑$9,999 f CORNERSTONE $20 per pay period or $500‑$999 f BUILDER

$10 per pay period or $250‑$499 f GROUNDBREAKER $4 per pay period or $100‑$249 f GIFT OF TIME 8+ hours of PTOFAIRVIEW AND EBENEZER GIVING OPTIONS

be a

H E RO

FOR FUND OPTIONS, VISIT: intranet.fairview.org/campaignfunds

Celebrating 25 YEARS OF GIVING!

Fairview employees donated more than $1 million in 2013.

In 2013, Fairview continued its long-standing philan-thropic partnership with Wells Fargo. Our work together this past year was the result of a generous five-year pledge, totaling $500,000, made by Wells Fargo in 2011. Their gift supported the work of four different funds and benefitted programs and patients across the system.

Wells Fargo funded an Adopt-A-Room at University of Minnesota Children’s Hospital, creating a family-centered patient room at the children’s hospital.

They also provided support for the Carl N. Platou Emergency Center at Fairview Southdale Hospital and for behavioral health services, helping patients through some of life’s most difficult challenges. Finally, Wells Fargo established a permanent endowment fund for Fairview Home Care & Hospice patients, ensuring that all of our patients can live their final days with dignity and respect.

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Fa i Rv i E w F O u n dat i O n

You make a difference2013: Your donations in action

Thanks to your generosity, Fairview Foundation distributed more than $6.6 million in 2013. Because of you, we were able to:

• Support the best care imaginable

• Advance medical breakthroughs and meet capital needs

• Care for the health of our communities

• Educate and sustain health care providers

$3,852,883 capital needs, medical breakthroughs and caring environments

• New furnishings for birthing centers

• Cancer center renovations

• Carl N. Platou Emergency Center at Fairview Southdale Hospital

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$2,067,034Patient care and services • Life-saving prescription medications for patients in need

• Rent, utility and general living expenses for patients in crisis

• Wellness programming, including yoga classes for teens struggling with behavioral health challenges, exercise classes

for patients with diabetes, and more

• Hospice and palliative care therapies for patients nearing the end of life

• Stuffed animals (“scrubby bears”) to comfort children waking up from surgery

• Books for our “Reach Out and Read” program to encourage early literacy

• Pregnancy and newborn loss support groups to help grieving families cope

• iPad applications, books and games to help pediatric patients pass the time while staying in the hospital

• And much, much more

$486,854Educate and support health care providers

$216,993care for the health of our communities

• Staff training in areas such as heart health, breastfeeding, stroke, chemotherapy and much more

• Pain medicine fellowship training program

• Scholarships: More than 40 awarded• Support for Fairview

employees to take medical mission trips to 10 countries

• Parish nursing program support

• Friends Make a Difference mentoring program

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Fa i Rv i E w F O u n dat i O n

Financial healthBalance SheetFor Periods Ended 12/31/2013 & 12/31/2012 12/31/2013 12/31/2012 CHANGE

a S S E t S

CURRENT ASSETS:

Cash and cash equivalents $2,156,166 $624,236 $1,531,930

Contributions receivable 3,995,220 4,128,299 (133,079)

Total current assets 6,151,386 4,752,535 1,398,851

Investments 12,329,780 12,268,829 60,952

Land held for development 9,700 9,700 —

Equipment, net of depreciation 6,248 7,186 (938)

total assets $18,497,114 $17,038,250 $1,458,865

l i a B i l i t i E S a n d n E t a S S E t S

CURRENT L IABI L IT IES:

Accounts payable and accrued liabilities 168,996 162,551 6,445

Due to Fairview Health Services 1,702,645 280,178 1,422,468

Total current liabilities 1,871,641 442,729 1,428,913

Other liabilities – annuities payable 7,112 17,645 (10,532)

Total liabilities 1,878,753 460,374 1,418,380

NET ASSETS:

Unrestricted – designated 532,562 230,152 302,410

Unrestricted – undesignated 1,049,715 932,463 117,252

Temporarily restricted 13,660,498 14,060,210 (399,712)

Permanently restricted 1,375,587 1,355,052 20,535

Total net assets 16,618,362 16,577,877 40,485

total liabilities and net assets $18,497,115 $17,038,250 $1,458,865

Because of rounding, some numbers add up differently.

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i n c O m E

Contributions $5,299,478

Fairview contribution 2,671,963

Investment income and gains on investments (net)

1,454,066

total income $9,425,507

E x P E n S E S a n d l O S S E S

Program services grants awarded (restricted)

$6,636,059

SUPPORT ExPENSES:

Fundraising 2,038,247

General and administrative 634,490

Depreciation 943

Corporate allocation 75,283

Total support expenses

total expenses $9,385,022

Fa i Rv i E w F O u n dat i O n

2013: Income and Expenses

Balances as of Dec. 31, 2012

$16,577,876

Fa i Rv i E w F O u n dat i O n2009–2013 donations in millions

Corporate 30% Foundation 13%

$40,485

Change in Net Assets

Individuals 49%

Fa i Rv i E w F O u n dat i O n2013 donations by source

2013

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$4.21$2.03 $4.24

20122009 20112010

Balances as of Dec. 31, 2013

$16,618,361

Government 2%

Organization 6%

PLANNED GIFTS $1.15

$6.36 $6.05

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E B E n E z E R S O c i E t Y F O u n dat i O n

2013: distribution of fundsFrom keeping caregivers on the leading edge of senior care to innovative programming in areas such as music therapy, writing classes, horticulture therapy, walking clubs, photography and painting classes, your generosity helped seniors live life to the fullest in 2013.

$15,754

$181,074

clinical pastoral education

caregiver education and training

Resident needs and programming

lifelong learning

w H Y i g i v E

a gift made in memory can create a legacy of givingWhen Dennis Fernkes’ wife Janet was diagnosed with terminal pancreatic cancer, it took them both by surprise. As they rushed to make arrangements, they thoughtfully made plans not only for Janet’s care, but also for a generous gift to Fairview Hospice.

“My wife wanted to leave some money for some of her favorite charities,” explains Dennis. “We included Fairview Hospice in our plans since we knew we would need their care.”

Fairview Hospice allowed Janet to be cared for in the comfort of her home. “She was very much at peace,” says Dennis.

In gratitude for her care and in her memory, Dennis established the Dennis and Janet Fernkes Endowment which, when funded by the provision in his estate plan, will help support Fairview’s hospice program in perpetuity.

“We gave to help people who are not financially capable of having hospice so they can have the same care that we had,” says Dennis.

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Dennis Fernkes and his late wife Janet in one of their favorite pictures together.

$92,665

$50,305

$22,350

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12/31/2013 12/31/2012 CHANGE

a S S E t S

CURRENT ASSETS:

Cash and cash equivalents $93,400 $37,813 $55,587

Other current assets 45,826 35,296 10,530

Contributions receivable 118,380 78,380 40,000

Total current assets 257,606 151,488 106,118

Investments 4,063,830 3,479,034 584,796

Assets with limited use 1,792,232 1,533,432 258,800

Land, buildings, equipment 2,086 2,682 (596)

total assets $6,115,753 $5,166,636 $949,117

l i a B i l i t i E S a n d n E t a S S E t S

CURRENT ASSETS:

Accounts payable 1,022,280 906,697 115,583

Accrued liabilities 8,816 5,493 3,323

Total current liabilities 1,031,096 912,189 118,907NET ASSETS:

Unrestricted net assets 3,737,442 2,952,085 785,357

Restricted net assets 1,347,216 1,302,362 44,854

Total net assets 5,084,657 4,254,447 830,211

total liabilities and net assets $6,115,753 $5,166,636 $949,117

E B E n E z E R S O c i E t Y F O u n dat i O n

Financial health Balance SheetFor Periods Ended 12/31/2013 & 12/31/2012

Because of rounding, some numbers add up differently.

Corporations/Organizations/Foundations 3%

Individuals 17%

E B E n E z E R F O u n dat i O n2013 donations by source

Government 80%

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E x P E n S E S

Salaries and benefits $175,927

Insurance and rent 4,496

Depreciation 596

Corporate allocation 31,866

Other expenses 15,686

Grants awarded 181,074

total expenses $409,645

Change in Net Assets

E B E n E z E R S O c i E t Y F O u n dat i O n

2013: Income and Expenses

$890,683

i n c O m E

CONTRIBUTIONS:

Cash and pledges $395,604PLANNED GIFTS:

Revocable 50,002

Irrevocable 10,470

Total planned gifts 60,472

Total contributions 456,076

Investment Income 844,252

total income $1,300,328

Balances as of Dec. 31, 2012

$4,254,447

Balances as of Dec. 31, 2013

$5,145,130

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Whether it was the perfect camp cookout, a great boat ride, or a whopper of a fish tale, many of us have fond memories of summer getaways. Unfortunately, as we age, enjoying the great outdoors can be increasingly difficult. But not for one group of lucky Ebenezer residents.

Each summer, with the support of donors like you, we help residents create new memories, regardless of where they are on life’s journey. In late August of each year, residents and staff depart for a three-day vacation at Camp Friendship in Annandale, Minn.

Care center staff first began exploring the possibility of a camp outing after hearing many residents reminisce about cabins, camping and other outdoor fun. Now, a trip that began with just 16 participants in 2012 has grown into an annual adventure for up to 80 attendees.

an accessible camp optionTaking advantage of the site’s fully wheelchair accessible campgrounds and the nearly one-to-one camper to staff ratio, guests savor some of Minnesota’s best summer activities.

“Because the campground is accessible for anyone and everyone, we are really able to meet residents at whatever their ability level is and create a great experience for them, regardless of any limitations they might have,” says Brittany Peterson, Ebenezer Arbors at Ridges housing manager.

From pontoon boating and fishing to campfire sing-alongs and cookouts, there is truly something for everyone.

a once-in-a-lifetime experienceIn some cases, camp even offers the opportunity to cross an item off a bucket list. Such was the case for

You create summer memories for Ebenezer residentsThanks to your support, our residents are proving that you are never too old for summer camp

Ebenezer resident, June Soash, caught the first fish of summer camp and celebrated her success with a fish kiss!

resident Edna Thompson. When staff learned that Edna had never ridden a jet ski but was interested in doing so, they arranged for one to be available at camp. Seated securely between two staffers, Edna enjoyed her first ride. “I don’t swim, so I was a little nervous, but I didn’t fall off and it sure was fun!” she recalls.

Your gifts make the differenceThis annual trip is made possible thanks to the generosity of donors like you. Thanks to your support, Ebenezer Society Foundation staff anticipates many more summers of camp fun—including expanded options for family trips. Explains Brittany: “In the future, we would like to invite families to attend as well so that they, too, can make new memories with their loved ones.”

f To support innovative senior programming, visit fairviewebenezer.org/giving

© 2014 Fairview Health Services.

Fairview and Ebenezer Society Foundations • 2344 Energy Park Drive • St. Paul, MN 55108612-672-7777 • fairview.org/giving

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Fa i Rv i E w at a g l a n c E• 21,000+ employees

• 2,300 aligned physicians

• 6 hospitals/ medical centers

• 2,530 licensed beds

• 40+ primary care clinics

• 55+ specialty clinics

• 53 senior housing locations

• 30+ retail pharmacies

Your giving impacted everyone we serveThanks to your generosity, Fairview and Ebenezer helped many in 2013.

charity care provided

• 5.87 million outpatient encounters

• 1.54 million clinic visits

• 72,291 inpatient admissions

• 74,905 surgeries

• 9,229 births

• 167,837 emergency department visits

• 9,808 behavioral inpatients served

• 285 blood and marrow transplants

• 319 organ transplants

• 5,000 seniors served through Ebenezer

* As defined by Catholic Health Association/VHA guidelines

total value of our community contributions

“I want to thank you and to remind you that your generosity matters to me and thousands of people like me.”

—Peter Vogt, Fairview patient

$26.82 million $524.4 million

community benefit

$292.7 million*

Heroes is published by Fairview and Ebenezer foundations. We will not sell, trade, rent or share your name, email or mailing address with any third parties. You may request at any time that we remove your name from our mailing list by calling 612-672-7777.