OPR

SCorporate Annual Report

Fiscal Year 2008

Preparing for the Future …Breaking New Ground

Preparing for the Future … t Ohio Presbyterian Retirement Services (OPRS),

we are never satisfied with the status quo. We are continually making the greatest efforts to grow, expand and enhance our already excellent services. In this way, OPRS prepares for the future each and every day so that we can continue to serve our residents and clients with the utmost level of caring, quality services while consistently carrying out our mission.

In a year where the markets were questionable and the economy problematic, OPRS showed its strength by successfully weathering the turbulence and forging ahead, breaking new ground both figuratively and literally. Not only was soil turned in numerous groundbreaking ceremonies, but new technology and programs were also implemented to ensure that future generations of OPRS residents and clients receive the same level of excellence in service.

As with any industry, new challenges lie ahead. However, with the solid foundation, unwavering strength of spirit and forward looking affinity that OPRS continues to possess, we are prepared to overcome any new obstacles, consistently breaking new ground and paving the way to continue providing quality care for Ohio’s older adults.

Eric SmithBoard Chair

David KaasaPresident/CEO

A

Preparing for the Future …

Breaking New Ground

AccomplishmentsHere are just a few examples of this year’s key accomplishments:

OPRS achieved its highest level of operational results •ever, as well as maintained a 94.7% Continuing Care Retirement Community (CCRC) occupancy level on more than 2,800 units. A brownstone apartment building was opened on the Mount Pleasant campus, construction continued on one at Breckenridge Village and ground was broken for another brownstone building at a satellite location near Breckenridge Village, totaling an addition of 161 units to OPRS campuses.

Senior Independence expanded• its hospice program to the Akron/Canton, Miami Valley and Southwest Ohio regions and opened its 12th adult day center in Painesville, Ohio. Also, the Central and Southwest Ohio regions were named in the nation’s top 25% of the HomeCare Elite. Senior Independence received the “Excellence in Innovation Award” from AOPHA, the advocate of not-for-profit services for older Ohioians, for its icaregiver.org Web site, and also designed an affiliation program with a pilot program underway.

The OPRS Foundation wrapped up the six-year effort of The •Mission•TheVision•ThePromiseCapitalCampaign, raising more than $55 million in total giving and providing funds for 13 major initiatives. Thanks to the generosity of its donors, OPRS was able to break ground on four major projects – The Mary H. Kittredge Chapel at Mount Pleasant; the Dr. Alfred C. and Marian R. Mahan Cultural Center at Breckenridge Village; the Clara Curry Wellness Center as well as the Margaret Jean Wells Chapel at Llanfair.

1

Over the past 86 years, OPRS has worked hard to live out its mission of providing older adults with the utmost in caring and quality services. Looking ahead to the future, OPRS plans to continue this tradition of excellence. As a company, OPRS holds itself accountable for its actions and the actions of its employees. That’s why OPRS has made it a priority to further enhance its ethics and compliance efforts, which promote prevention, detection and resolution of any misconduct. The core belief is that if OPRS employees behave ethically while openly discussing ethical behaviors and expectations, shared beliefs will soon become shared practices. Through ethics and compliance efforts, OPRS is doing its part to remain a business with superior morals, thus upholding and expanding its high standards of care for future generations of residents and clients.

2

Another way in which OPRS is advancing is through its ardent dedication to social accountability – the community benefit it provides above and beyond the goods and services that are purchased. Through its efforts this past year, OPRS gave back $7,364,860 in total community benefit. The highlights and stories of OPRS’ social accountability can be found in a separate report that is a companion piece to the OPRS Annual Report.

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.

Where Possibility and Opportunity Meet

Social Accountability Report Fiscal Year 2008

A Community Benefit

3

CapitalExpenditures (000s omitted)

0

2000

4000

6000

8000

10000 12000

$10,193

$8,803 $8,612 $8,678

20082004 2005 2006 2007

$9,222

Coming off a very strong operational year in 2007, OPRS “broke new ground” in 2008 by achieving its highest level of operational results in recorded history. OPRS continued to develop and implement new projects funded from a 2006 financing, as well as operate its facilities efficiently during a very turbulent economy triggered by the sub-prime mortgage and ultimate housing market crisis.

Fiscal Year 2008 generated a $3,709,000 operational gain. OPRS’ 11 retirement communities generated a $3,496,000 operating gain on net revenues of $125.1 million, and its community based services division (Senior Independence) generated an operating gain of $213,000 on net revenues of $29.8 million. OPRS expects to continue to generate positive operational results during Fiscal Year 2009 as it begins to implement the remaining capital projects financed from 2006 bond proceeds.

Continued Operational Improvement

4

5

AccomplishmentsThe following significant accomplishments achieved during Fiscal Year 2008 contributed to OPRS’ very positive operating results:

Completed the fill-up to full budgeted occupancy of a 38-bed skilled nursing •unit on the Lake Vista campus.

Opened a 20-unit brownstone apartment building on the Mount Pleasant •campus, which is currently operating at budget.

Opened and filled to full budgeted occupancy, a 20-bed skilled nursing •rehabilitation unit on the Mount Pleasant campus.

Maintained a corporate-wide CCRC occupancy level of 94.7% on 2,833 units •during the housing crisis.

Completed renovation of Westminster-Thurber’s special care nursing area for •development of a 10-room, state of the art, “Pathway Home” where life’s activities revolve around residents. This new area is fully occupied.

Last fiscal year, Senior Independence successfully opened its first hospice •program in Columbus. In Fiscal Year 2008, three additional hospices were started in Akron, Cincinnati and Sidney.

Reinvested $10.2 million of cash generated from operations into property and •equipment renovation and replacement system-wide.

Other significant Fiscal Year 2008 accomplishments included:

Filed a condominium declaration to convert the villas at The Vineyard on •Catawba from an entrance fee to a 55+ condominium community.

Continued construction of a 27-unit brownstone apartment building on the •Breckenridge campus, which opened and began fill-up in late September 2008. Entrance fee deposits have been received on all 27 units.

Finalized a long-term land lease for property near Breckenridge Village and •began site work on development of a 114-unit brownstone satellite location. Two brownstones, totaling 68 units, will be under construction by November 2008.

Completed a Certificate of Need to add 12 skilled nursing beds to the Park Vista •campus. The beds were certified in July 2008 and are currently fully occupied.

Completed the OPRS Foundation’s six-year comprehensive capital campaign •with a total of more than $55 million raised.

Consolidated statements of oPeRations and Changes in net assets 2008 2007 Net Operating Revenue $ 154,873 $ 142,442 Operating Expenses 151,164 140,310Gain from Operations 3,709 2,132Non-Operating Revenues and Expenses, Net 1,735 4,921Excess of revenues and gains over expenses and losses before unrealized gains (losses) on investments and interest rate swaps 5,444 7,053Unrealized gains (losses) on investments (2,604) 3,382Unrealized change in value of interest rate swaps (7,171) (198)(Deficit) excess of revenues and gains over expenses and losses (4,331) 10,237Temporarily and permanently restricted contributions and income 4,491 5,295Assets released from restrictions and other (1,515) (429)Increase (Decrease) in Net Assets $ (1,355) $ 15,103

Consolidated BalanCe sheets Assets 2008 2007Current Assets $ 94,288 $ 93,227Property and Equipment Net 213,783 206,001Assets (Use Limited) 50,839 56,685Assets (Held by Third-Party Trustees) 7,963 8,499Other Assets 10,535 11,551Total Assets $ 377,408 $ 375,963

Liabilities and Net AssetsCurrent Liabilities $ 20,688 $ 21,418Long-Term Debt 190,867 195,162Refundable Entrance Fees 2,138 1,686Deferred Entrance Fee Revenues 63,106 62,623Other Liabilities 11,412 4,522Net Assets 89,197 90,552

Total Liabilities and Net Assets $ 377,408 $ 375,963

(in thousands) YearEndingJune30,2008

6

RetirementCommunityOperations– The $3,496,000 operating gain varied favorably from budget by $1,289,000. The favorable budget variance was attributable to positive occupancy (census) results in skilled nursing and very good expense management throughout the fiscal year.

Hiring and retaining quality staff continued to be a top priority for OPRS with nursing being a major focus. OPRS was able to reduce its reliance on nursing agencies and run below budget on agency usage. Overall employee turnover for Fiscal Year 2007 was 35.15%.

CommunityBasedServicesOperations – The $213,000 operating gain for Senior Independence varied unfavorably from budget by $125,000. The negative budget variance was a result of below target Medicare home health episodes offset by expense savings related to the startup 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) – OPRS Foundation’s unrestricted giving nearly balanced-out with fundraising expenses (for unrestricted, temporarily restricted and permanently restricted net assets) with a $24,000 shortfall.

Total OPRS Foundation income, including temporarily and permanently restricted contributions, was $3,767,000 net of operating and capital fundraising activities.

Investment portfolio performance includes unrealized net gains and losses 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 its relationship with its investment managers. Other non-operating expenses of $1,232,000 were unfavorable to budget by $173,000. Please refer to the OPRS Foundation section of this issue for more information on its fundraising programs.

Please refer to the chart below, which summarizes the OPRS operating results. The following are comments specific to each operational component for Fiscal Year 2008:

Financial Performance

CCRCOccupancy

70

75

80

85

90

95

94.7%94.8% 94.3% 94.6% 95.8%

20082004 2005 2006 2007

Full-Tim

e

Employees

0

500

1000

1500

2000

2500

30003500

2,642 2,6292,824

2,957

20082004 2005 2006 2007

3,058Part-T

ime

OPRS 10-Year History 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, 2008 ............... $3,709 .................................$(4,331) .............$377,408June 30, 2007 ...................2,132 ................................... 10,237 ............... 375,963June 30, 2006 ...................... 313 ....................................... (653) .............. 361,203 June 30, 2005 .................... (117) ........................................(119) ...............298,920June 30, 2004 ......................302 ...................................... 2,961 ...............282,834June 30, 2003 .................(1,898) ..................................... (3,178) ................276,155June 30, 2002 .................... (792) .....................................(1,644) ................247,548June 30, 2001 .................... (505) ......................................3,468 ...............246,481June 30, 2000 .................(1,244) ..........................................190 ................231,819June 30, 1999 ................ (2,409) ..........................................325 ................219,679

2008ExpenseBreakdown

Maintenance 9%

Depreciation 9%

Community Operations& Administration 8%

Interest 4%

Nursing 28%

Dining Services 9%

Marketing 2%

Community BasedServices 20%

Program Services 3%

Laundry andHousekeeping 4%

Corporate O�ce 4%

7

2008RevenueBreakdown

Resident CarePrivate 54%

Resident CareMedicare 12%

Resident CareMedicaid 11%

Community BasedServices 19%

EntranceFees 4%

Senior Independence broke new ground during Fiscal Year 2008 by expanding and enhancing services to older adults. The Senior Independence hospice program expanded to the Akron/ Canton, Miami Valley and Southwest Ohio regions. This growth builds on the Central Ohio hospice program that was successfully implemented in Fiscal Year 2007. Certification for all Senior Independence markets was obtained so that by the end of Fiscal Year 2010, Senior Independence will be operating hospice programs in all seven of its regions.

In March, Senior Independence celebrated the opening of its 12th adult day center, which is located in Painesville, Ohio. Startup funding for this center was provided by The Murch Foundation. In addition, Senior Independence celebrated the 25th anniversary of its first adult day center, which opened in 1983 in Akron’s Westminster Presbyterian Church.

Caring for caregivers was also an emphasis this year. The icaregiver.org Web site was honored by AOPHA with the “Excellence in Innovation Award.” This award recognizes an innovative contribution to aging services through technology, education and unique programming. In September 2007, the Central Ohio Region received support from Cardinal Health and National City for the printing of the icaregiver guide. This guide is a companion piece to the award winning icaregiver.org Web site and provides families with physical documents for recording personal information.

Fiscal Year 2008 posed some major changes and challenges for Senior Independence. Meeting the challenges of new Medicare payment system

8

R

changes was at the top of the list. Due to the strong focus of clinical, medical records, finance and information services staff, this challenge was successfully met.

With new programs, program growth and regulatory challenges throughout the year, Senior Independence’s home health services showed significant improvement in patient outcomes and maintained high client satisfaction. The Central and Southwest Ohio regions were named in the nation’s top 25% of the HomeCare Elite. This distinction is based on quality of care and clinical outcomes for home health clients.

Looking to the future and how Senior Independence will continue to serve more people in more ways took on new meaning this fiscal year. With the Ohio legislature looking for more cost effective avenues to provide services to a growing senior population and Columbus considering the develop-ment of a Program of All-inclusive Care for the Elderly (PACE), Senior Independence began to lay the groundwork toward becoming a PACE provider. The PACE program is unique. It is a comprehensive service package that permits older adults to continue living at home. This is a government-funded program that utilizes Medicare and Medicaid services – most of which Senior Independence is already providing. Initial steps have been taken, which include conducting a feasibility study, visiting with key government officials to discuss community based service options and becoming a member of the National PACE Association.

Growth beyond its current service areas continues to be a major focus for Senior Independence. This fiscal year, considerable research and develop-ment occurred in designing an affiliation program. This program will allow other not-for-profit organizations to replicate the Senior Independence model of home and community based care in their local communities. A pilot is underway and other affiliates are expected to join once this initial pilot is successfully launched.

9

0

2700

5400

8100

10800

13500

310 493 515

2,233 2,5853,713 4,182 4,496 4,636

11,428

19,406

Adult Day

Services

MealsHome

Health

Faith

-Based

Initiativ

esService

Coordination

Transp

ortatio

n

Education

Wellness

Clinics

Health Fa

irs

Senior

Centers

Emergency

Response

59,577ClientsServedFiscalYear2008

R

Flu Vaccines

1,633 1,852 1,972

123

Other

Initiativ

esSupport

GroupsHosp

ice

Senior Independence Financial Performance

0

100000

200000

300000

400000

Passport 26%

Medicare 15%

Local Levy 21%

Private 28%

Private Insurance 9%

Medicaid 1%Home Health

(Hours & Visits)

410,837

MealsAdult Day Services (Days)

Transportation (Trips)

181,539

39,21923,211

Hospice (Days)

8,404

Units of Service Payor Sources for Units of Service

10

11

he end of Fiscal Year 2008 saw the culmination of The Mission • The Vision • The Promise Capital Campaign. Through this six-year effort, OPRS has been breaking new ground – literally. In Fiscal Year 2008, ground was broken on The Mary H. Kittredge Chapel at Mount Pleasant, the Dr. Alfred C. and Marion R. Mahan Cultural Center at Breckenridge, and the Clara Curry Wellness Center and Margaret Jean Wells Chapel, both at Llanfair. The OPRS Foundation thanks all donors for their roles in the successes that benefit each individual OPRS serves.

FinancialPerformance• 9.1 million in total giving• 3-year average of $10 million per year in total giving• 554 President’s Club members

CapitalCampaign• $55 million in total giving for the six-year period of The Mission•TheVision•ThePromiseCapitalCampaign• 13 major initiatives funded, including 10 new buildings, two major facility improvements and one new million-dollar endowment• Nearly 100 naming gifts of $10,000 or more

Board&VolunteerLeadershipThe Fundraising Advisory Committee completed its first full year of work, evaluating the •current and future roles of volunteers in the OPRS Foundation structure, overseeing fund-raising activities and budgets and providing guidance to the Campus Fundraising Council.The Public Relations/Media Council also completed its first full year of work, lending •expertise to new initiatives such as the public service announcement for www.icaregiver.org, television advertising on Ohio News Network and statewide print media.Eight local Philanthropy Committee workshops were held to discuss future committee roles •and responsibilities in the post-campaign environment. The Church Relations Council held its first full council retreat at St. Theresa’s •Retreat Center in Columbus. Council volunteers, OPRS chaplains and OPRS church visitation staff collaborated for discussion, brainstorming, fellowship and worship.

T

Accomplishments

Rev. Timothy F. Jones (left)Chair

OPRS Foundation Board

Thomas G. Hofmann (center)President

OPRS Foundation

Cheryl A. Boyer (right)Vice Chair

OPRS Foundation Board

From a Shared Dream …

New Initiatives

A Life Care Task Force convened to •evaluate the current Life Care funding structure and communications.

The Planned Giving Task Force ended •its work after nearly two years of thorough preparation for the direction of the OPRS Foundation in Fiscal Year 2009 and beyond.

A new communications plan was •developed, including a brand identity for the OPRS Foundation. New publications and donor communication pieces will be rolled out beginning in fall 2008.

The establishment of a Hospice •Fundraising Council was approved, which will begin meeting in Fiscal Year 2009. This council will guide the develop-ment of fundraising programs to benefit Senior Independence Hospice divisions throughout the state.

13

From a Shared Dream …

to a Bright Future2004 2005 2006 2007

$39,890 $41,564 $42,706

$48,891

2008

$47,383

OPRS FoundationTotalGivingPerformance (000s omitted)

OPRS FoundationTotal Assets (000s omitted)

AnnuitiesPledged & Other Invested Market Gain

2004 2005 2006 2007 2008

2004 2005 2006 2007 2008

OPRSFoundationEndowmentTotal (000s omitted)

14

New members in red *Deceased members at time of printing

15

Breckenridge $1,000,000-$2,499,999The Norbert A. Lange TrustMarjorie* & Russell* E. LyonsM. Roger* & Anne M. ClappNell Rose Riel*$500,000-$999,999 Anonymous (3) Robert* S. & Mary Ellen* A.

ColquhounJonathan* E. & Katherine M.

IngersollElmer* & Olga* JuhnkeBud & Ruth KetchumWillard* & Eleanor* ManbeckThe Nason FoundationKarl* E. & Mary* PrindleAnne McKee* & Helen Sharadin*Margery J. Shields* Edith H. Smith* Harold* & Emily* Wolf$100,000-$499,999 Anonymous (1)Frances Aberle*The American FoundationAllan* S. & Winifred AustinHamilton* & Sally* BeattyGeorge Bodwell*Virginia 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* MallueThomas* W. & Lillian* MastinAdelaide Mathers*The Murch FoundationJohn G. MurrayOhio Department of

TransportationJerome T. & Georgeanne* OsborneHarriet Parsons* Jeanne M. PattersonThe Reinberger FoundationClifford* J. & Nell Rose* RielPaul* & Lillian SchwesingerDon & Joan Selle The Sherwick FundElizabeth Siena* Corinne Strasmeyer*George* A. & Julia* F. TannerHoward VanDen Eyden*Tinkham Veale IIThe Veale FoundationGertrude 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* GiffenClifford P. Harmon*Hartzell-Norris Charitable TrustMr. & Mrs. Ralph L. HelmanMary Isabel Walker Hessler*Irene Jarfas* Mary O. Lecklider* Paul* B. & Marian* S. LongCarolyn M. Marvin*Wilfred A. & Wilma* McCoyJeanne D. MearsPatrick H. & Carol B. MilliganMonarch Legacy FundRosemary Ovenden*Ray Patton*Robert* M. & DeLores*

Ginn PetersDorothy Pillion* John & Jeanette Sargeant

Recognizing cumulative irrevocable giving of $100,000 or more.

Trustees’ RoundtableRobert & Thelma SargeantHerbert* H. & Antoinette

SchlaterTom & Sandy ShoemakerThe Stolle Corporation

(Alcoa Building Products)Alene Strouss*Ron & Hertha ViceCecil* & 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 EducationWayne A. Stallman, Jr.*Lois Stephens*

Lake Vista$100,000-$499,999 Jane W. Haynam

Llanfair$1,000,000-$2,499,999Clara L. Curry*John 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*Edward R. Wells$100,000-$499,999Anonymous (2) Bahmann FoundationMildred G. Bauer*Guy Bellows* Mary Lou Bellows Robert Bierbaum* Mildred Bradford* Marion & Thurza* BrantCollege Hill Presbyterian ChurchMartha Corbin* CY Inc. Over 70 FoundationJames* L. & Anna* E. DavidsonIda Fischer*Carl* K. & Estelle* GieringerMary C. HeidenreichHelen C. Johnson*Mildred W. Kathman*Sarah Kistner*Martha W. Martin*Wilfred S. Martin*Elizabeth McQuiston*Ohio Department of

Transportation

New members in red *Deceased members at time of printing

Cecilia Randall*Walter A. Randall*Frances E. Raymond*Else L. Schulze*John K. Sherman*John* D. & Mildred* M. WessonIrmgard 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. HustonMary H. Kittredge*William* B. & V. Nadine*

MaitlandWilliam* T. & Oleta* O. MaxwellTheodora Mrusek* Ralph* J. & Dorothy* StolleFlorence Whitesell*$100,000-$499,999 Eleanor B. Ackerman*Ralph Augspurger*Millicent Bender*Margaret A. BissellJosephine Brandenburg*Eva Chapman TrustDean & Lorene Chenault

Memorial FoundationRay Leslie Fulner* Mary Hankinson* Effa Haynes* George R. & Lois* HenkleEdward H. Hyde* Lena Kennedy* Edna M. Kinsinger*

The Kresge FoundationLucille Loer*Nellie Losh* Margot MarplesMount Pleasant Golf OutingMount Pleasant Life

Care AuctionHelen Paxton* Jeanne V. & John* PenderyRobert* A. & Nell* QuisnoAlice Reginbogin*Gene & Mary Alice RobertsDoris Snook*Marian Snook*Dr. John & Marian V. StewartWilda G. Streifthau*Rosemary R. Vordenberg*Norbert E. Werner*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* Velma 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. Neckerman, Jr.Pollock Company FoundationDavid J. ReesMary Alice SchaffPaul* 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 Foundation

16

Mr.* & Mrs.* Charles ReinherrRobert Meriwether & Ruth Ellen

SmithWilliam* B. & Delphine* C.

TelfordMargaret J. Weber*Helen S. & Charles A. 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 H. Reed $100,000-$499,999 Rilma BuckmanDonald Flickinger* John* W. & Waneta* JacksonGeorge* & Elizabeth* L. KridlerArthur* L. & Gladys* P. LennoxEleanor Longbrake Eunice B. Luelf Elizabeth* K. & John MeloyW. Royse* & Audrey* N. MoranGale 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*

Beatrice J. ClevelandColumbus Medical

Association FoundationMary DeWees* Sarah DeWees* Patricia L. DineenGlenn* & Lucille* DurflingerHayden* C. & Grace* EdwardsVelma V. Everhart Ruth Fetzer* Franklin County Department

of Job & Family ServicesBarbara Frautschi Sophie E. Kerr* Robert E. & Shirley W. MaurathLeona Mithoff Fund Harry C. Moores FoundationHelen Murray* Nationwide FoundationMario Pagano* Ruth H. Phillips*Geraldine G. Price United Way of Central OhioBill & Edith Walter Foundation

Senior Independence Central Ohio Region$100,000-$499,999 The Columbus FoundationCentral Ohio Area Agency

on Aging

Senior Independence Southwest Ohio Region$100,000-$499,999 Conover TrustCouncil on Aging of

Southwestern Ohio

Trustees’ Roundtable Continued

17

ProgramLevelEndowmentsCumulative endowment giving totaling $500,000 and aboveBreckenridge$500,000-$999,999 The Clapp Family EndowmentThe Elmer & Olga Juhnke EndowmentThe Bud & Ruth Ketchum 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

18

Recognizing leadership in endowment giving.

Named Endowment Circle

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

SupportingLevelEndowments $50,000 cash / $100,000 deferred, or $100,000 cumulativeBreckenridgeAnonymous (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 LoveThe Dorothy R. & William T. Amos EndowmentThe Margaret B. & J. Oliver Amos EndowmentThe Gertrude O. Anderson EndowmentThe Betty Z. Bennett EndowmentThe Copeland Corporation EndowmentThe Ruth B. Emmons Life Care EndowmentThe Hartzell-Norris Charitable Trust EndowmentThe John J. & Mary Isabel Walker Hessler EndowmentThe Irene Jarfas Endowment

The Howard A. & Carolyn M. Marvin EndowmentThe Wilfred A. & Wilma McCoy EndowmentThe Jeanne D. Mears Endowment The Robert M. & DeLores Ginn Peters Life Care Endow-

mentThe Rike Family Foundation EndowmentThe Thomas E. & Sandra S. Shoemaker Family EndowmentThe George & Ilene Verdier Family EndowmentThe Ron & Hertha Vice EndowmentThe Cecil & Ethel Watkins Life Care Endowment

GeneralThe Glen H. & Shirley Beito Gronlund Endowment

Lake VistaThe Haynam Family Endowment

LlanfairAnonymous (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 PleasantThe 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 VistaThe Ruth H. Beecher Foundation EndowmentThe Leon A. Beeghly EndowmentThe David D. & Velma Davis Endowment New endowments in red

19

The Luzie A. Dziadzka Memorial EndowmentThe Ralph & Evelyn Folsom Family EndowmentThe Ralph E. & Helen Yingst Endowment

RockynolAnonymous (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 Robert Meriwether & Ruth Ellen Smith EndowmentThe 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-ThurberThe 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

Recognizing donors who have made a deferred gift or will bequest that supports the work of OPRS communities and Senior Independence.

Living Legacy SocietyClifford* J. & Nell Rose* RielKenneth* & Eleanore RobinsonGloria J. RogersMiriam Rutz David & Annette Schell Marjorie Schultz Donald S. & Joan M. SelleJ. Reid* & Leah* SheltonHarvey and Jean SlagleMargaret C. SmithMary C. Soptich John & Michele StevensWard & Miriam* ThielMary A. Thomas, MDHorace & Marjorie ThompsonPauline M. Thurman Margaret TippitHelen M. Troha Minerva F. Vaughan Ethel G. Weiman Kerri L. WhitehouseMiriam L. Wilson Joseph* & Ethel YassanyIrene M. YeranMr. & Mrs. Robert I. Young

Cape MayDonald* D. & Martha A. BernardRobert A. & Eunice M. BylerWilliam A. & Marjorie J. CareyMary E. CochranGlenn Custis*Elizabeth A. EvansJames GrahamWalter* & Grace NicholsBill & Ruby OstermeierJudi A. PohlmeyerLynn & Irene Rainsberger

Dorothy LoveAnonymous (4)Douglas Wilson AllingerHelen L. BeckerNancy BeckmanWilliam 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 Madge G. Haynes* Milton* & Josephine JahodaRay & Louise KoenigBelinda & Charles LawsonHenrietta J. LivermoreDanza E. Mast*Myron & Jeanne MaxsonMarilyn McCarthyWilfred & Wilma* McCoyJeanne Mears Patrick & Carol MilliganDaniel J. & Richele O’ConnorThomas & Marlene PowersLura Richmond Ann & Ted Roller

Dennis & 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 Ron & Hertha ViceMarabelle J. Wiehe Howard & Betty YandaVirginia M. Zeller

GeneralFredrick B. & Susan L. BallJoyce Rutherford-DonnerRev. Glen H. & Shirley Beito

GronlundHarold* & Agnes HamiltonThomas & Sandra HofmannDonald* & Lynda HueyDavid & Rayna KaasaKenneth & Caryl KemperBruce Palenske

Lake Vista Charles & Madeline BradfordNaudeen B. BurrShirley M. DormanEugene & Elinor HollyGlen & Betty Sanzenbacher Stanley & Joyce Seagle

LlanfairAnonymous (5)

BreckenridgeAnonymous (7)Lucy Jo AtkinsonCharles & Cordelia BarkleyJames & Diana BattenRobert & Kay BeattyElizabeth H. BendigBeverly Besselman John D. & Elsie E. BlazekMargaret Jean Bowen* Ruth J. Boza Clayton H. & Lois D. BradshawMargaret Bretschneider Princess B. BrittonKeith & Melissa BrumaginRuth E. Bueschlen Marian Callow Jack & Betty CarterJohn Carter*Mary C. Carter Betty C. Coy Jayne CrawfordJohn CridlandFrank E. & Dorothy K. DavisMargaret E. Davis Herbert & Ethel DieckmannPhyllis H. EvansBeth Falkner-Brown William* & Grace FountaineMarie & Dale GeorgeShirley W. GibsonDale & Pamela GlickerGeoffrey* & Virginia GoodwinMary Kay Graham Donald & Brenda GrauerDennis & Linda GrisezMarjean S. Grobe Shirley Hacker

Debra 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 MansourDuane & Eleanor* MayhewKarl & Marjorie* McEachronElizabeth McIntosh* Elizabeth O. MoshierDolores M. MurrayJohn & 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. Reed

20

Continued on next pageNew members in red

*Deceased members at time of printing

Beatrice W. Atwood* Josephine BarkerRuth M. Bateman* Marsha Emmons BellMary Lou A. BellowsJennifer BlakeE. Lloyd BohnenkamperMarion Brant Marcia K. Cahall Nancy ConroyMargaret F. Cook* James E. & Ann S. EddyJudith FaddenIda 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 KochheiserJanice LedfordGeorge Lemich Howard & Beryl* McClaryCarmen A. Mockrud Jean Nieman* Sheena M. PartonJ. M. & Catherine* PollockPhyllis RennickGlenn & Lana RogersJohn & Betty RoosaFrancis B. & Ruth F. RosevearCarol SaylorSteve SchmitzMark & Phyllis SchoenbergerJohn K. Sherman*Chester* & Dorothy ShotwellMiranda Sitchanoff Sara P. Smith

Judy SweeneyNancy L. ThomasBetty TognozziAlma Vetter* Brian VoegeleEdward R. Wells

Mount Pleasant Anonymous (4) James* & Bertha AndersonRalph Augspurger TrustF. William* & Martha BarnesMargaret A. BissellCharles* G. & Clara K. BoyleMargaret Brackney Charles & Geneva BrebnerLouis* J. & Virginia T. BrownJames & Viola BrunerNiel & Meredith BuckleyMichael Dannis George & Mary Jane DavisVelma Davis*John K. & Ann Elizabeth DonaldsonWalter B. Evans Kathie S. GannonMary Nell Griffin David E. GrossCharles & Marian HatteryGeorge & Lois* HenkleLeslie J. & Elsie L. KumpCharles E. & June* LeasureMargaret 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

21

William L. & Jeanne SandstonPauline Schmidt Hugo & Marianne SchumacherWilliam C. & Janet ShannonRobert & Dorothy ShawOlive Ruth Smith Ruth C. Stephenson Josephine ThomasMr. & Mrs. H. L. TorstveitJean D. Van Scoyoc* Kathryn D. WadleighRay & Sue WeltyAbby Whitesell Elizabeth Wiley Lineta H. Wilkins Ruth Yinger

Park VistaAnonymous (3)Charles* & Virginia AxtmannHarriet E. Broward Janyce Bruce* Thomas & Mary CochranDavid* D. & Velma DavisMildred G. Dyke Annelies R. DziadzkaDouglas & Joan EverettRaymond Fine* 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 William M. Neckerman, Jr.Mary Neff Ellen C. Newman

Dominic A. Nudo* Eugene & June OsborneLawrence* E. & Martha PogueHoward Probert Rosa PushkaPaul & Evelyn RichellAlice E. Rowney Mary Alice Schaff Elizabeth Schwartz Yvette D. Stanley Jean G. Steele Virginia A. ThompsonLorene A. Troxell Ralph E. & Helen Yingst

RockynolAnonymous (1) Frank H. BeckerLawrence J. BeckerPhyllis S. Blaine* Thomas W. & Patricia A. BlazeyMartha E. BoyleLois W. Brock Edward* & Maurine CarrEileen J. Crist John P. Daneman* Hope E. Everhart Mary Fairchild Enid M. GreenJocelyn M. Jenkins William* R. & Betty S. JewellTed & Alice KerskerRobert N. MacCallumDoris A. MacDonald Thomas Montgomery* Vincent* & Dorothy MorganMartha Louise NelsonHelen M. Schultz Hope Grunder SeeseAnna M. Shean Freda M. Simpson Robert Meriwether & Ruth

Ellen Smith

Charles A. & Helen S. White, Jr. Miriam J. Willis* Ida D. Wong Anita L. Young

Swan CreekWilliam L. Adler Elizabeth A. Alley June W. Baker William W. BarnardDebbie BrisbinMrs. Marjorie BristowKathleen Brule’Jackson Bryan* Rilma Buckman Beth J. Burman William CameronHumbert & Donna ConnerKimberly T. DanesEdwin & Mary* DurivageRichard & Nancie EntenmannVerna K. Evanoff Donald G. Flickinger* &

Marilyn L. MillerEdward & Mary GouvierHoward* & Lois L. GrasserArthur Havens Margaret E. HerbertAlice D. HowellFrances JacksonTheodore & Phyllis* JenkinsSevern & Catharine JoyceNeva B. Karl M. Richard KnightMrs. Jean L. Knudel Marjorie Kohler Rev. A. Robert Lamantia*Mr. Parke B. Lamb, Jr.James & June LimbirdEleanor Longbrake Eunice B. Luelf Benjamin F. & Martha K. MarshElizabeth Meloy*

John O. MeloyDeborah R. Merritt Connie MomsenJean MorganDavid NapieralaJoseph & Phyllis ProvenzanoJeanne Reed Martin R. & Norma E. RuehleMargaret Schneider Mrs. Vicki SorgenfreiWilliam B. Tanner

The Vineyard on CatawbaRobert J. Bredbeck Lloyd* & Jeanne KirbyAnne Crowe Clarence Crowe

Westminster-ThurberAnonymous (3) Amy A. Allen*Lucille M. AndersonNancy P. Baum Alice Boyer* Patricia CastonBetty Chapin Beatrice J. Cleveland Nancy S. Cooper Carol Jane Cross Melissa A. DardingerRobert L. DardingerBruce 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. Hoehl

Frank* & Mabel IrvineAnne Johnson & David

CampbellDr. Pamela Jones-MortonRobert & Jean H. KeitzSusan S. KindigRuby I. Koerper Steven & Sarah LeMoine Charles Lindabury Miller S. Makey, Sr.George & Jeanne ManserRobert & Shirley MaurathPhyllis R. Meadows Robert Merkle Marie Miesse*David* & Sue MooneyHoward & Doris MoyeMary MunnNancy MunnJane & Peter MykrantzKennard & Roberta NelsonGeraldine G. Price James D. & Evalyn* P. RoehmJo Schmidt 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 H. Art WilliamsPatricia Wilson Doris P. Wipert Kenneth & Elnora Wood

New members in red *Deceased members at time of printing

22

Living Legacy Society Continued

Trusts are enduring. They provide annual income to benefit OPRS and the older adults it serves.

Breckenridge Norbert A. Lange Trust

Dorothy LoveMary E. Becker Charitable TrustOskar & Charlotte Buschmann

FundWilliam J. Hannum Memorial

FundHunter Family Fund Rosemary Ovenden Trusts (2)Dr. & Mrs. Walter Whayne Webb

Memorial Fund

Joseph Herman & Ruth A. Yoder Memorial Fund

LlanfairMary D. Hock Trust Else L. Schulze Charitable Trust

Mount PleasantJosephine Brandenburg

Charitable TrustEva Chapman Trust Dean & Lorene Chenault

Memorial Fund

Russell E. & Ellen T. Huston FundWilliam B. & V. Nadine

Maitland TrustMarian Snook Endowment FundDr. & Mrs. Walter Whayne Webb

Memorial Fund

Park VistaAnne Kilcawley Christman

Charitable FoundationMarion C. Lange Memorial FundIsaac P. Lewis

Memorial Fund

James & Mary McFarlin Foundation

Arnold D. & Helen R. Stambaugh Charitable Foundation

Mr. & Mrs. Dale Walton Memorial Fund

RockynolS. Margaret Gallagher FundBasil J. & Anne Scafidi TrustThomas B. P. Williams

Testamentary Trust

Westminster-ThurberMiss Jessie Draden

Memorial FundLeona Mithoff Fund John F. Schoedinger FundPearl A. Wagner Fund

New trusts in red

23

External Trusts

24

Recognizing cumulative cash or in-kind giving of $1,000 or more during Fiscal Year 2008.

President’s Club

Visionary .......... $100,000 and upBenefactor ....$50,000 to $99,999Leader.............$25,000 to $49,999Founder .........$10,000 to $24,999Investor ...............$5,000 to $9,999Director ..............$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

BreckenridgeVisionaryAnne M. Clapp Norbert A. Lange Trust The Veale FoundationBenefactorJeanne M. Patterson LeaderThe Louise H. & David S. Ingalls

Foundation, Inc.Katherine M. IngersollKarl Prindle Charitable Lead TrustMary A. Thomas, MDFounderAnonymous (1)Lucy Jo AtkinsonLen & Sally ElliottEleanor L. HardgroveKulas FoundationThe Lincoln Electric Foundation

Chuck & Jane* MallueDuane M. & Eleanor* MayhewJohn P. Murphy FoundationHugh D. & Greta S. PallisterThe South Waite FoundationInvestorBreckenridge Village Residents

AssociationKarl & Ginny BruchJean G. ColemanPaul S. Lavik The Murch Foundation C. Carlisle & Margaret Tippit

Charitable TrustDirectorBreckenridge North Care CardsRalph DessemWilliam & Joyce DouglasMemberAnonymous (1)Lois C. ArmingtonPaul A. BaldwinDora Beltavski*Rev. & Mrs. Harry L. BigelowJohn & Elsie BlazekBreckenridge Ridge Care CardsBreckenridge Village Gift Shoppe/

CraftsMargaret R. BurtonPhyllis H. EvansJames A. & Beth Falkner-BrownEdward & Laurie FeldkampShirley W. GibsonDonald J. GrauerRuth A. HanawaltJames & Susan Hickey

Edward G. & Sheila HodinaElaine HoganMary HouzeWilliam & Eloise HutchinsonJane JonesHoward J. & Lillian R.* KaschykErnest W. & Carol W. LegrisKatherine Leihgeber+Dorothy M. LingleLisa MansourDolores M. MurrayChrista OksiloffMerry Rex-PoeFred C. Rutz FoundationDick & Gail SaboCarol SchabroniDavid & Annette SchellMarjorie E. SchultzBetty H. SchweitzerRoger & Cheri Shumaker+Richard M. & Marjorie A. SpragueSusan & John Turben FoundationKathleen L. TuttleElaine C. VoyerJames V. Walker*Willoughby Rotary FoundationErnest & Helen WilsonMartha Wilder WilsonJohn & Sylvia Yankey

Senior Independence Greater Cleveland RegionBenefactorThe Elroy J. & Fynette H. Kulas

Fund of The Cleveland Foundation

LeaderThe Douglas C. MacDonald &

Marguerite C. MacDonald Fund of The Cleveland Foundation

The Murch Foundation FounderUnited Way of Lake County

InvestorPauline M. JernbergThe Lubrizol FoundationOhio Department of Education

Cape MayDirectorRobert H. & Mary Ann KermanGrace E. NicholsBrad ReynoldsMemberFoster J. BoydIrvin & Hilda* BrandehoffCape May Employees & StaffJames & Sherrill GrahamJan GrimKatharine B. McMillanBill & Beth MitchellFred A. MurphyDaniel J. & Richele O’ConnorFrank & Robin Seaver

Dorothy LoveVisionaryRobert & Thelma SargeantBenefactorJohn & Jeanette SargeantLeaderEmerson Climate

Technologies, Inc.Mr. & Mrs. Ralph L. HelmanFounderOskar & Charlotte Buschmann

Fund of The Troy FoundationMs. M. June KauffmanMrs. Maxine KauffmanKauffman Family Foundation, Inc.Rosemary Ovenden

Charitable TrustTom & Sandy ShoemakerWilliam J. & Jacqueline M. SnowInvestorAlma AllingerCarol & Walt BennettDorothy Love Auxiliary

Mr. & Mrs. Raphael A. EchemannJ. Daniel & Margaret FrancisThomas B. & Elizabeth R.

HerrlingerJoel & Inez PhillipsAntoinette SchlaterThomas & Pauline WatkinsThomas & Judith WesterheideJoseph Herman & Ruth A. YoderDirectorMary E. Becker Charitable TrustKarl & Judy BemusGeorge R. Gardner FoundationThe Hinsch Family Fund of The

Troy FoundationMonarch Legacy Fund of the

Community Foundation of Shelby County

Richard & Nancy Roeth FamilyFrederick C. & Gay E. SmithJoe & Janell WelkerMemberAllinger & Company, Inc.+Amos PressFrank & Virginia BazlerJohn & Jan BeigelBetty Z. BennettBruce & Judi BoydCheryl & Jim BoyerCharles E. & Rise M. CochranDorothy Love Church Service

FundDorothy Love CraftersBonnie DuffMark & Lynne DunhamE. W. FankhuaserHarry & Bonnie Faulkner First Presbyterian Church of

Norwalk through the Maumee Valley Presbytery

First Presbyterian Church of TroyMr. & Mrs. Thomas E. GivenThomas & Carolyn HayStephen T. Hunter

25

Hunter Family Fund TrustElla M. KuckLee & Jo Ann KuhlmanMarket Street Presbyterian

ChurchWilfred A. & Wilma* McCoy The Community Foundation of

Shelby County on behalf of Martha & Tom Milligan

The Community Foundation of Shelby County on behalf of Patrick H. & Carol B. Milligan

Connie & Art MuhlenkampPeoples Federal Savings & LoanGlen & Vanis Phillips Thomas & Marlene PowersAnn & Ted RollerDennis & Donnajean RubleDeborah J. Sherman-RingSidney Floors & Interiors, IncWilma G. SiggNancy B. SmithEsther TireyDr. & Mrs. Walter Whayne Webb

Memorial FundAnna Zenkovich

Senior Independence Miami Valley RegionDirectorThe Paul G. Duke

Foundation, Inc.Everybody’s Workplace SolutionMonarch Legacy Fund of the

Community Foundation of Shelby County

The Louise Sheets Fund of the Community Foundation of Shelby County

Shelby County United WayThe Troy FoundationMemberDonald & Evelyn Bensman

Foundation, Inc.

CVS PharmacyEmerson Climate

Technologies, Inc.Betty H. HoewischerRalph & Clara KeisterMiller-Valentine-Walsh Gifts

CommitteeReynolds & Reynolds Associate

Foundation

Lake VistaInvestorDorothy A. PhilippMemberMary L. CochranThe Fidelity Charitable Gift FundDorothy B. GrayDebra K. HagartyJane W. HaynamEugene & Elinor HolleyMarilyn J. KrampDaniel H. MoserStan & Joyce SeagleRobert Zeman

LlanfairBenefactorCovenant Foundation, Inc.Timothy E. JohnsonElse L. Schulze Charitable TrustEdward R. WellsLeaderEsther Gibson Lawhon FounderJames C. AbbottWanda CottonRichard & Carol FulwilerHelen L. Hayward*Margaret E. HyerJames & Peggy PriceCharles SchlegelInvestorAnonymous (1)The Abbihl-Ahrens Fund of

The Cambridge Charitable Foundation

Lloyd AllenRonald A. BernardC Y Inc. Over 70 FoundationMary C. HeidenreichKnox Presbyterian ChurchLlanfair CraftersMr.* & Mrs. Howard MaillyJ. Frederick & Helen B. Vogel TrustDirectorAnonymous (1)Allan & Dorothy Campbell Fund

of The Greater Cincinnati Foundation

Covenant First Presbyterian Church through the Presbytery of Cincinnati

Eckhoff PlumbingMark & Phyllis SchoenbergerWestwood First Presbyterian

ChurchMemberAnonymous (1)Janice BendingPatti BoehnleinGary BoothAnn & Jim EddyAnne Louise GatliffRuth W. HarrisKaren HartmanMary D. Hock External TrustDonald E. & Donna C. HoffmanBurton E. HolthusGary & Deborah HuberMary Ann JacobsBill & Peggy KehrerCarol I. LyonMadeira-Silverwood Presbyterian

Church through the Presbytery of Cincinnati

Howard C. McClaryOlive McDonaldKenneth W. Morris

Mt. Auburn Presbyterian ChurchMt. Auburn Presbyterian Church

Women’s AssociationRegina C. NiebSheena M. PartonJulie A. RicheyFrancis B. & Ruth RosevearVirgil SeibertElsa A. ShirkAnna SippelJane M. Thompson

Senior Independence Anderson Senior CenterBenefactorCouncil on Aging of

Southwestern OhioInvestorJosephine Schell Russell

Charitable TrustDirectorAnderson Hills Women’s ClubRoger GeiselMemberEileen B. AyerCincinnati Bell Inc. FoundationRaymond NeyerSutton Grove Limited Partnership

Senior Independence Southwest Ohio RegionFounderOhio Department of EducationInvestorCharles & Carol Ann SchlegelMemberKent & Elizabeth KochheiserNancy A. Munafo

Mount PleasantVisionaryMary H. Kittredge*Margot MarplesDoris Snook Trust

Dr. John & Marian V. StewartNorbert E. Werner*BenefactorVerla B. McClure LeaderRussell E. & Ellen T. Huston Fund Barbara J. WohlhueterFounderAnonymous (1)Robert L. & M. Carolyn BoonstraDean & Lorene Chenault

Memorial FundGeneral & Mrs. Theodore S.

CoberlyLucy M. DillonO.V. Ireland & Lois IrelandWilliam B. & V. Nadine

Maitland TrustNorma NossokoffInvestorAnonymous (1)Martha C. BarnesThe Barnitz Fund of

JP Morgan ChaseBreitenbach, McCoy-Leffler

Funeral Home, Inc.Howard & Shirley HollingsheadTed & Nancy KarchnerMiriam G. Knoll Charitable

FoundationOhio Department of EducationJames & Letty RoosaDirectorAnoymous (1)AK Steel FoundationJames P. & Viola BrunerEva Chapman TrustGeorge R. HenkleThe Judy & Bill McCormick Fund

of the Dayton FoundationJohn M. RidgeJean D. Van Scoyoc*Dorcas L. Weidner

26

President’s Club Continued

Harold SteenHoward & Barbara TorstveitDr. & Mrs. Walter Whayne Webb

Memorial FundClarice E. WestoverJoAnn WilsonBernard H. Wright

Park VistaVisionaryAnne K. Christman Charitable

FoundationBenefactorArnold & Helen Stambaugh

Charitable FoundationLeaderJohn D. Finnegan FoundationJane W. HaynamPollock Company FoundationMary Alice SchaffMary B. SmithFounderRuth E. KyleJames & Mary McFarlin

FoundationWilliam M. NeckermanMartha OdleInvestorLouis & Barbara EngelhardtThe Edward W. Powers

Charitable Fund DirectorRyerson DaltonMary HarveyMemberThomas L. & Mary L. CochranEcumenical Religious Life

CommitteeRichard* C. & Charlotte C. GelhaarElizabeth E. GurleyDebra K. HagartyE. Thomas* & Helen I. Harnish

June E. HarrisWarren D. JensenBrian KolenichJames R. McAuleyPark Vista North Residents

AssociationPark Vista Retirement CommunityPoland Presbyterian ChurchThe Scotford FoundationHelen StambaughTod FoundationWarren P. Williamson, Jr. FundWestern Reserve O&P Centre, Inc.James W. Williamson

Senior Independence Mahoning Valley RegionLeaderDistrict XI Area Agency

on Aging, Inc.InvestorRuth H. Beecher FoundationMahoning County

CommissionersThe Youngstown Foundation

RockynolLeaderKaren W. & William R. FethThe M.G. O’Neil FoundationFounderEugene K. Fouse Charitable Lead

UnitrustThe Sisler McFawn FoundationInvestorAnonymous (1)Viva S. AndrusJeanette C. & Henry L. DixonThe children & grandchildren

of Martha L. PittengerBasil J. & Anne L. Scafidi

Charitable Trust

G. A. SpauldingDirectorNeva I. HumphreysPamela KusarCatherine S. MaxwellJ. Terry TaylorThe Welty Family FoundationThomas B. P. Williams

External TrustMemberAnonymous (2)Marion G. AronDaniel BethemMartha E. BoyleHenry F. BurmeisterThe Mary S. & David C. Corbin

FoundationMary C. DeistMary L. Downing*Robert & Beverley FischerS. Margaret Gallagher FundLincoln Financial Group

Foundation Inc.Beverly Jean LinnJames PulkRockynol AuxiliaryRockynote CardcraftersAnna M. SheanRobert Meriwether &

Ruth Ellen SmithC. Eugene & Betty Ann StalnakerArthur V. Tucker

Senior Independence Akron/Canton RegionFounderOhio Department of EducationInvestorAkron Community FoundationMemberLisle M. Buckingham Endowment

Fund of the Akron Community Foundation

MemberJames F. & Jody AkersMargaret A. BissellPat BowmanCharles W. & Barbara K. ChappellCristo HomesSharyn EdelenFirst Presbyterian Church of

MiddletownDianne W. GerberSabra E. HollowayWilliam R. & Sarah E.* HughesJohn D. & Ruthanna JeterJMM Architects, Inc.Allan L. & Judy A. KarchnerWilliam & Ellen KinseyJoyce KlingelMary C. MaurerMary Leach McKibbenRobert Q. MillanEd & Nancy MillerMary B. Mitzel*David T. & Rose E. MorganMartha W. NewtonVirgil* & Josephine OliverNorman A. OsborneOxford Presbyterian ChurchBill K. Parnell & Dorothy E. ParnellDonald L. & J. Raylene Pelfrey

Family Advised Fund of The Middletown Community Foundation

John & Nancy Peterson Donor Fund of The Middletown Community Foundation

William & Lois PhilipsMary Ellen PurkrabekGlenford & Colleen A. RowlettHugo H. & Marianne M.

SchumacherBetty L. SextonWilliam C. & Janet A. ShannonBetty J. Spurling

Ryan Carpet Sales & Service, Inc.

Swan CreekBenefactorElizabeth K.* & John MeloyJeanne H. ReedMr. Richard WhitbeckLeaderAnonymous Fund of the Toledo

Community FoundationJackson* & Evadine* BryanJames & June LimbirdClifton ShinnJoe & Dorothy WolfFounderMrs. Marjorie BristowMarjorie M. KohlerEunice B. LuelfBenjamin F. & Martha K. MarshDr. Ruth P. MorrisInvestorMary Jo Anderson Fund of the

Toledo Community FoundationArthur B. HavensMargaret WamplerThe Witzler FamilyDirectorWilliam A. CameronDunbar Mechanical, Inc.Carol & Joe DunlapMr. & Mrs. Roy FinkTheodore G. JenkinsDr. Louis RavinSwan Creek Resident Association

Gifts ‘N MoreWalgreens CompanyMemberAnonymous (1)Dick & Fran Anderson Fund of the

Toledo Community FoundationSigrid BoieDr. Rilma O. BuckmanKimberly T. Danes

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.

ThankYou!

27

Paul Richard & Nancy Dow Day Fund of the Toledo Community Foundation

Anne CushnieCharles J. & Sharon A. DendingerWilliam & Jeannie DennlerRichard A. & Nancie H.

EntenmannRebecca A. GoransonFrances JacksonCatharine & Severn JoyceM. Richard KnightI. Joanne KolasinskiRichard A. & Sheila A. KriegerJoanne MalikowskiDorothy R. OtisJoseph & Phyllis ProvenzanoWilliam E. SalaDonald H. SaundersDr. Gregor* & Mrs. Elizabeth SidoDoris StifelGeorge M. TaokaMr. & Mrs. Jack WellsDavid Blyth, Jr., Laurie Rudner,

Jeanie Thompson

Senior Independence Greater Toledo RegionFounderOhio Department of EducationDirectorMr. Richard Whitbeck MemberBeth J. Burman

The Vineyard on CatawbaDirectorFrances S. CarstenJoan HudakOhio Capital Corporation

for Housing

Westminster-ThurberBenefactorSusan S. KindigRobert E. & Shirley W. MaurathLeaderAnonymous (1)Patricia L. DineenMrs. Velma V. EverhartThomas GormanJohn F. Schoedinger Fund of

The Columbus FoundationFounderInVentiv Health Inc.Charles JacobyLeona Mithoff FundPeter S. & Jane P. MykrantzGeraldine G. PriceInvestorAnonymous (1)Central Ohio Area Agency

on AgingJames D. RoehmKristen J. SydneyEleanor WaterlooDirectorBroad Street Presbyterian ChurchBeatrice J. ClevelandRobert G. HoehlCurt LevisMrs. Sonia ReberGlen WallaceTennyson WilliamsHelen R. WoodMemberAnonymous (1)Charles & Ione ArrickMalcolm AtorMary Eleanor Bell*Boulevard Presbyterian Church

of ColumbusSandra R. ByersKenneth J. ChapmanJesse D. Degraw Trust

Mary FisherWilliam R. GillamShelly Jude+Ruby I. KoerperSteven C. & Sarah LeMoineCharles A. LindaburyKassim Mahdi+David & Louise PenceHenry & Pauline RueggDorothy N. SearsJane C. & Drew K. Selvar TrustJohn H. StrickMary Jean SwensonIrva TaylorMargaret E. WardWestminster-Thurber Community

Resident AssociationWestminster-Thurber Spiritual

Life CommitteeWestminster-Thurber /Thurber

HandcraftersWestminster-Thurber/Thurber

Towers Workshop CommitteeDavid C. WillFrederick WilliamsWorthington Presbyterian Church

Senior Independence Central Ohio RegionVisionaryFranklin County Department of

Job & Family ServicesUnited Way of Central Ohio BenefactorCentral Ohio Area Agency

on AgingLeaderThe Columbus FoundationFounderNational City Bank InvestorGrange InsuranceOhio Department of Education

DirectorWilliam C. LeiterRichard C. & Sandra* N.

SensenbrennerMemberEmployees of Abbott

LaboratoriesSandra R. ByersC. John & Flo Ann Easton

Family FundWilliam R. GillamWilliam Lucas

General Campus SupportInvestorThomas G. & Sandra J. HofmannDavid J. & Rayna KaasaKenneth A. & Caryl KemperFounderAnonymous (1)DirectorRodney L. & Cheryl S. Crist MemberFrederick B. & Susan L. Ball+Anne P. Johnson & David

Campbell+Timothy F. & Gretchen Ann JonesTerry & Chris McKenzieDana Ullom-Vucelich+Sue Welty+

General Senior Independence SupportDirectorRev. Glen H. & Shirley Beito

GronlundDavid GrauerMemberDavid L. & Nancy K. KingPresbyterian Homes & Services

2008 Leadership

Ohio Presbyterian Retirement Services Board of DirectorsFront Row: (left to right) Frederick C. Smith III (Chair), Sandra R. Byers (Vice Chair), William C. Leiter, Amy J. Roscoe

Middle Row: Robert H. Fisher, Edna D. Pincham, Ted W. Karchner, Dorothy A. Philipp, Judy D. McCormick, Theodore G. Jenkins

BackRow: Richard A. Krieger, Kassim Mahdi, Howard J. Moye, M. Richard Knight, Donald L. Malone, John A. Peterson, Thomas D. York, W. Patrick Winton

(Not pictured: Charles E. Cochran)

Ohio Presbyterian Retirement Services Foundation Board of DirectorsFront Row: (left to right) Donald E. Hoffman, Cheryl A. Boyer (Vice Chair), Timothy F. Jones (Chair), Richard Mack

Middle Row: Richard S. Reesey, Patricia Cash, Nancy Peterson, William R. Gillam, Louise Pence, James H. Sisek, James P. Bruner, David J. Kaasa (OPRS President/CEO)

BackRow: Jean Evans, Stephen B. Croake, William Dennler, Benjamin F. Marsh, C. Eugene Stalnaker, James W. Graham

Midwest Presbyterian Senior Services Board of DirectorsFront Row: (left to right) Amy J. Roscoe, William C. Leiter, Sandra R. Byers (Vice Chair), Frederick C. Smith III (Chair)

Middle Row: Theodore G. Jenkins, Edna D. Pincham, Ted W. Karchner, Timothy F. Jones, Judy D. McCormick, Dorothy A. Philipp, Robert H. Fisher

BackRow:Richard A. Krieger, Kassim Mahdi, Howard J. Moye, John A. Peterson, Donald L. Malone, M. Richard Knight, Thomas D. York, W. Patrick Winton

(Not pictured: Charles E. Cochran)

28

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 provid-ing 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...

29

Locations Services&

* Accredited by the Commission on Accreditation of Rehabilitation Facilities (CARF) – Continuing Care Accreditation Commission (CCAC) of the American Association of Homes & Services for the Aging (AAHSA).

Ohio Presbyterian Retirement Services is the largest and most experienced not-for-profit provider of continuing care retirement communities and services in Ohio.

Llanfair Retirement Community* Cincinnati (513) 681-4230

Mount Pleasant Retirement Village* Monroe (513) 539-7391

Dorothy Love Retirement Community* Sidney (937) 498-2391

Breckenridge Village* Willoughby (440) 942-4342

Cape May Retirement Village Wilmington (937) 382-2995

Lake Vista of Cortland Cortland (330) 638-2420

Rockynol* Akron (330) 867-2150

Westminster-Thurber Community* Columbus (614) 228-8888

Swan Creek Retirement Village* Toledo (419) 865-4445

Park Vista Retirement Community* Youngstown (330) 746-2944

The Vineyard on Catawba Port Clinton (419) 797-3100

1001 Kingsmill Parkway, Columbus, Ohio 43229 (614)888-7800•(800)686-7800•www.oprs.org

9

101

4

78

11

3

26

5