to read our 2013 annual report

ANNUAL REPORT 2013

FRAMING THE FUTURE

2

3 PRESIDENT’S MESSAGE

5 MISSION & VISION

6 COLLABORATIONS & PARTNERSHIPS

7 USING OUR VALUES AS A GUIDE

8 REACHING IN... REACHING OUT...

9 DEMENTIA CARE – CENTERS OF EXCELLENCE

11 IN2L–AN INVESTMENT TO ENRICH, ENHANCE & ENGAGE

13 GREAT MINDS GALA

14 FINANCIAL ACCOMPLISHMENTS

15 GIFTS

22 BOARD OF TRUSTEES

23 THANK YOU

CONTENTS

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When I reflect back over this last year and EMA’s many accomplishments, I would characterize it as a year of continual transformation.

Four years ago we began to look at our organization differently. Instead of through the lens of services that had defined us and who we were as an organization, we shifted our view toward the future. We asked what transformation would need to happen to ensure that we would be an organization that while rooted in our rich history and tradition, would be innovative and reach boldly into the future.

2013 reaffirmed our commitment to our mission and vision and our underlying belief that connecting people through relationships to something they are passionate about and providing opportunities to be part of something bigger, bring true meaning to life.

We have worked with our Board of Trustees, residents, colleagues and community partners this year to “reach in” and enhance services and programs to provide opportunities for those who live with us today and “reach out” into the greater community to build relationships and develop important partnerships. We will continue to develop new program offerings in the areas of community outreach and campus living.

One of EMA’s major areas of focus is our work to “Transform Life’s Journey with Dementia.” We believe care needs to be focused on full engagement not on coping with loss. Copper Ridge Pathways® will offer an individualized path for each person and for those who care for and support them. “Our Centers of Excellence for Alzheimer’s Care” will be community outreach focused and bring important support and services to the community at large.

We have a lot of exciting things happening at EMA and we are honored and blessed with a team of board members, residents, colleagues, volunteers and donors who enable our mission to be fulfilled each day. You may already be among these individuals. If so, we thank you! If not, we invite you to consider the many different opportunities to engage with EMA. There is an important part for you to play.

With Gratitude and Warmest Regards,

Jaclyn Harris President &CEO

MESSAGE FROM THE PRESIDENT

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Dreams are like the paints of a great artist. Your dreams are the paints, the world is your canvas, believing is the brush that converts your dreams into a masterpiece of reality

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People: We believe in the power of relationshipsPassion: We believe in living inspired and inspiring livesPurpose: We believe that together we are betterPermission: We are free to be authentic and courageousPromise-keeping: We are accountable to one another

Mission: We are an organization graced by the passion, talents, and commitment of our people, and together we are creating community.

Vision: To ignite in all people the passion for meaningful living.

CONNECTING PEOPLE, PASSION, PURPOSE.

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For example, one of our colleagues has a passion for creating theater. Seeing all the wonderful talent in our residents and colleagues he first began talking to people and then put out a call to see if there was interest in forming a community theater group. His passion sparked the same in many residents, colleagues, and even members of the greater community. The Sykesville Little Theater Group was born. Its first production was a smash hit with 250 tickets sold.

In its second production, a resident is realizing her life-long dream. Barbara, has always had an interest in drama and loved acting out stories to her children when they were young. Many years ago her high school teacher encouraged her to try-out for a play but she didn’t think she would be selected so she declined and that was that. Well not really…..

After hearing about the newly formed community theater, she decided she would throw caution to the wind and audition. This was her first audition but she studied her lines, practiced and then practiced some more. She didn’t think she would get the part, but when she found out she was selected, she was thrilled! It is truly a dream come true for her. A star is born.

When we are given the opportunity to contribute to a purpose larger than ourselves, powerful impact can be made in the community and, ultimately, in the world.

We are committed to changing the perception of aging. We are blessed to stand together, stepping into the future with faithful hearts and focused minds.

COLLABORATIONS AND PARTNERSHIPS We believe when people connect to one another through relationships and to what they love and what inspires them, meaningful living happens.

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“Through the evolution of our culture at EMA, relationships have been transformed to something that is not only accepted, but encouraged and necessary to achieve the very best outcomes. These relationships, characterized by honesty, transparency, respect, and honor, have resulted in a deeper level of trust of and dedication to each other. Allowing each person–colleague, resident, family members, and other partners–to search their soul to find what is most meaningful, and then to have this encouraged by others has been a beautiful thing to witness and experience. The culture journey that we have been embarking upon over the past several years has been a blessing to me personally–and I know to Copper Ridge community.”

– Marcie Koenig, Executive Director of Copper Ridge

“Our culture work has encouraged us to learn a lot about ourselves, others, and our relationships, in order to build stronger bonds with each other. Each of us brings forth our unique gifts, and together we are able to create a beautiful mosaic, which we could not do alone. Every tie that we have to other people allows us the opportunity to strengthen that bond and find stronger meaning in life.”

– Michelle Turner, Restorative Nursing Assistant

“The Culture Shaping Circle really had a big impact on how I view and perform my job. After 10 years of working in the same job, I had become a little complacent in performing my day-to-day responsibilities. At the meetings I chose to be open to the ideas, values and behaviors presented and it “energized” me. As a direct result I was inspired to start an employee volunteer incentive at the Home Office. We have been active in the EMA communities as well as the outside community.”

– Michele DeFelice, Purchasing Coordinator

As an organization, what we value shapes us and transforms us from the inside out. With our Values as our guide, we have committed focus and energy during 2013 to reaching in, through our Culture Work, and to reaching out, through our Social Accountability Activities.

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REACHING IN... REACHING OUT...Our Vision…“To ignite in all people the passion for meaningful living,” is about kindling, stirring up, and awakening our longings to live the largest, deepest, and most meaningful lives each of us wants to live. It’s about creating an organizational culture in which each person can live their calling, contribute their unique gifts and passions, and contribute to a larger, shared purpose. Through our culture work, we are creating opportunities for each colleague to be inspired to our shared vision, and to understand the sacredness of their work and the work we do together. Knowing that Culture Change happens “one conversation at a time”, we are encouraging and challenging each other to live our Values with intention, as we seek to bring our Vision to life every day, in every moment.

We believe that we are accountable to one another. This is one of the guiding principles that shapes our organizational culture, and our response to the greater community around us. Through our Social Accountability Program, we continually aspire to be a transforming presence and an even more meaningful member of our surrounding communities. With leadership from our Board Social Accountability Task Force and the work of our Social Accountability coordinators and teams in each community, we are reaching out to partner with other community members to meet unmet needs, and to fill the gaps that only we can fill.

Making a Difference in Our CommunityOrganizations supported by EMA and it’s communities:

Alzheimer’s AssociationAmerican Red CrossBetter World Books“Calling All Angels” Coat DriveCarroll County Cold Weather ShelterCarroll County Habitat for HumanityCarroll County Humane SocietyEaston Neighborhood Service CenterFrederick Food BankFrederick Rotary Club Hands of LoveHospice of Frederick CountyHoward County Animal ShelterHoward County Grassroots Crisis Intervention CenterLend a Hand - Breast Cancer AwarenessOneSight One Warm CoatReligious Coalition – Frederick CountySanta for a SeniorThe Shepherd’s Staff, WestminsterSpringfield HospitalSusan G. KomenSupport Our TroopsSykesville Fire DepartmentTalbot County Commission on AgingTalbot Disability CoalitionToys for TotsWesley Freedom Methodist PantryWestminster Humane Society

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We believe dementia care needs to be transformed from a mindset of coping with loss to one of full engagement in life. Building on the core services of the outpatient memory clinics on our Easton and Sykesville campuses we envision a broadening of services that will support a full continuum of resources and program development for those individuals and families dealing with memory impairing illnesses.

Thanks to a gift from the Clark Foundation the transformation of the Samuel and Alexia Bratton Memory Clinic on our campus at William Hill Manor will soon begin. Planning is underway to create the next generation of Alzheimer’s Care that will support both the family and their loved one as they move through this journey.

In Maryland last year, 278,490 caregivers provided more than 317 million hours of care and these numbers are projected to increase exponentially in the coming years.

To frame our future in a life affirming way, we will transform the two clinics to directly address the huge gap that exists between diagnosis and effective care protocols. We envision a wide array of services and support to include wellness and socialization programs, in-home services, care management, respite care and an Adult Day Club. These Centers can serve as a model for other communities across the country.

DEMENTIA CARE – CENTERS OF EXCELLENCE Transforming the lives of people with Alzheimer’s disease:

IN MARYLAND LAST YEAR, 278,480 CAREGIVERS PROVIDED 317 MILLION HOURS OF CARE

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Looking back over the past few years, it’s really exciting to see how the various EMA stakeholders have taken ownership of making a great organization even better. A lot of phenomenal work has been done and there is plenty of hard work ahead, but we are now poised to take EMA in dynamic new directions that support our mission while continuing to provide best-in-class experiences to our residents. Our future could not be brighter.

– Stuart A. Smith III, Chair, EMA Board of Trustees

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How do we as an organization provide opportunities for meaningful and connected living for our Residents and Colleagues? One of the many ways to fulfill our mission is to look at existing technology and how it fits into our strategic plan now and into the future.

One of the seven “pillars’ in the EMA strategic plan involves “Enabling Connections through Technology”. Those connections might involve reawakening a past memory, keeping in touch with loved ones, engaging in meaningful activities that enrich the mind, body and spirit. All of these experiences can be realized on our latest technology investment in iN2L “It’s Never 2 Late”.

It’s Never 2 Late is an adaptive computer system that empowers individuals to connect, engage and enjoy life through the benefits of today’s technology.

The intuitive design allows seniors, regardless of experience, physical or intellectual abilities, to use the computer pleasurably, engagingly, and with minimal frustration.

One EMA Community, William Hill Manor in Easton, received a grant from the Quality Health Foundation to acquire seven (7) iN2L computers to be used in all areas of the Community. Since it’s introduction in July, 2013, William Hill has logged over 4,000 hours of use. Here are some of their stories:

Mr. G. was a jazz drummer all of his life but arthritis and carpal tunnel limited his ability to play. In therapy, he is able to play the drums like he used to without the pain as a result of the music program on iN2L. With the Theraplay, he is even able to play instruments without touching a thing! He is a musician!

When dementia stole the ability of a Resident to hold brushes, mix paint, concentrate on a canvas and most of all to verbalize her emotions and ideas, her pathway for engagement created new possibilities. Through the iN2L technology, she was once again able to use color, shapes, and design as her gifted hands moved on a touch screen. The resident became engaged in painting and renewed a life-long passion for creating art. She is an artist.

These are just two stories demonstrating the impact that an innovative computer system like iN2L can have in the daily lives of the residents living in our Communities. It has and will continue to be a way of life for all EMA Communities as we move forward with the implementation of iN2L company-wide. It is one of many ways that we continue to enrich, enhance and engage to achieve the goal of providing a meaningful living experience for everyone we serve.

iN2L An Investment to Enrich, Enhance and Engage

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iN2L An Investment to Enrich, Enhance and Engage

https://www.youtube.com/watch?v=KdfHHmDKMR8

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Together We are Better!The Annual Proxmire Award fundraising event sprang from a vision of Mrs. Ellen Proxmire to elevate the need for awareness to improve care practices for those living with Alzheimer’s disease and to support the caregiver in their journey.

In 2013 EMA, The Copper Ridge Institute and LeadingAge came together to collaborate on ways to grow the event.

The Proxmire Award Event has emerged with a new name. The Great Minds Gala will be held annually in conjunction with the LeadingAge PEAK Leadership Summit in Washington, DC. The 2014 event was held on March 17th and honored the Glen Campbell family and film director/ producer James Keach and producer Trevor Albert.

“We are delighted to bring Ellen’s passion for supporting caregivers to a national platform through this partnership with EMA” stated Larry Minnix, CEO LeadingAge.

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During 2013, nearly 2,100 people were touched by the EMA vision to ignite in all people the passion for meaningful living. This includes 1,600 people who called one of our communities home. In addition, nearly 500 people in need of a diagnosis and treatment for Alzheimer’s disease visited one of our two memory clinics in Sykesville or Easton to get support and guidance on their journey.

EMA is committed to those who may have limited financial resources. Accordingly, our communities provided more than $5,000,000 in uncompensated care primarily from residents in our Comprehensive Care facilities which are part of the Medical Assistance program. Fellowship grants are also provided for residents meeting certain criteria.

To illustrate our commitment to excellence, EMA invested more than $4.5 million in capital expenditures during 2013. This included physical plant enhancements, unit refurbishments and upgrades, campus repositioning, and equipment.

It is our intention at EMA to be faithful stewards of our financial resources focused on sustaining our legacy.

2013 Financial Accomplishments

Comprehensive Care – $27,943

Independent Living – $27,273

Assisted Living – $17,936

Other Net Resident Revenue – $2,797

Other Revenue – $6,228

Nursing Services and Resident Care – $28,382

Dietary Services – $11,247

General & Admin – $11,170

Plant Operations – $8,884

Depreciation & Amort – $8,812

Interest – $5,767

Other Resident Services – $3,843

Other – $6,545

34%

34%

33%

22%

3%3%8%

13%13%

10%

10%

7%

8%5%

Operating Expenses (in thousands)

Revenue Sources (in thousands)

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It is with sincere gratitude that we recognize our amazing donors. Through their charitable contributions, we are inspired and empowered to carry out our mission.

GIFTS

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The Beasman Society honors individuals who have made a commitment to framing the future of the EMA community in which they live, or the vital work of Copper Ridge Institute, through their will or estate plan. We gratefully acknowledge these forward-thinking donors for their thoughtfulness and generosity.

Anonymous

Mr. and Mrs. Karl Bakke

Miss Barbara C. Bilsborough*

Mr. Melville D. Bowers

Mr. Paul S. Bridge

Mr. Edwin Cronk

Mrs. Elizabeth Dougherty

Mrs. Catherine Formoso

The Reverend Everett W. Francis

Mrs. Elizabeth Henderson*

Mrs. Thelma Higuchi

The Reverend and Mrs. Harry Hoffman

Mr. Henry P. Hornung, Jr.

Mrs. Elizabeth Meirowitz

Mr. and Mrs. James I. Melhorn

Mrs. Katherine Merrick

Mr. and Mrs.* Elwood Neiswender

Drs. Charles & Elizabeth* Tidball

Mrs. Brice Verdier

Mr. Edgar C. Virts, Jr.*

*Members in Memorium

BEASMAN SOCIETY

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General Operations Fund

Mr. Fred Demers

Mr. Stuart A. Smith, III

Dorothy A. Baker Nursing Scholar Fund

Dr. Susan D. Baker

Mr. and Mrs. Arthur Becker

Irl & Ella Beall High School Fund

Mrs. Jennifer Beeker

Mr. Allen R. Brougham

Ms. Margaret David

Ms. Elizabeth Goldsborough

Mr. and Mrs. William Lyon-Vaiden

Ms. Heather McAuliffe

Ms. Katherine Offutt

Mr. David Pawel

Winton C. Smith, Jr., Esq.

Ms. Annette Swank

Ms. Kimberly J. Tompkins

Irl & Ella Beall Nursing Fund

Mrs. Jennifer Beeker

Ms. Margaret David

Ms. Mary C. Henderson


Mr. and Mrs. Tom Kearns

Mr. and Mrs. William Lyon-Vaiden

Ms. Heather McAuliffe

Ms. Katherine Offutt

Mr. David Pawel

Winton C. Smith, Jr., Esq.

Ms. Annette Swank

Ms. Kimberly J. Tompkins

EMA

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Mr. and Mrs. James Acklin

Employee Scholarship Fund

Mr. Edwin Cronk

Chapel/Multi-Purpose Fund


Mr. and Mrs. John W. Neuenschwander

Resident Assistance Fund


Dr. and Mrs. George A. Braun

Ms. Alice Brouillet

Mr. and Mrs. Robert Campisi

Mrs. Marylee Clay

Mr. Willis Drummer

Mrs. Anne Elkins

Mr. Kenneth J. Ericson

The Reverend and Mrs. Everett W. Francis

The Reverend Columba Gilliss

Ms. Nancy R. Grissom

Mr. Henry Hoppler

Ms. Martha A. Jesnak

Mr. and Mrs. David Marsh

Mr. David M. Martin

Mr. and Mrs. Morton Miller

Mrs. Karin Rentschler

Ms. Martha L. Reynolds

Mr. and Mrs. Harry Semmes

Mrs. Peggy Springer

Cdr. and Mrs. Edward Stacy

Drs. Charles and Elizabeth Tidball

Mr. and Mrs. Samuel A. Tucker

Ms. Karel E. Vandyke

Mrs. Brice Verdier

Mrs. Virginia White

Community Enrichment Fund

Dr. and Mrs. Charles Bisselle

The Reverend Mary H. Brown

Ms. Dorothy Facinoli

Mrs. Jeanne S. Hammond

Mr. and Mrs. Kenneth Harris

Mrs. Winifred Hiltner

Mr. Henry Hoppler

Mrs. Elizabeth Kettler

Mr. and Mrs. Michael T. Kitsoulis

Mr. and Mrs. Jayson Luckenbaugh

Mr. David M. Martin

Mr. and Mrs. Frank Pascoe

The Reverend Elaine Prince

Mr. and Mrs. Harry Semmes

Mrs. Susan Sokoloski

Mrs. Beulah Sommer

Mr. Andrew W. Thornton

Mrs. Mary Willard

Mr. Charles E. Wilson

BUCKINGHAM’S CHOICE

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Ms. Sarah Masters


Mr. and Mrs. Leo Kosiorek

Community Enrichment

Sykesville-South Carroll Rotary Club

Mr. Paul S. Bridge

Mr. and Mrs. Bruno Centofanti

Mrs. Florence Deitz

Mr. Donald Fulton

Ms. Kathleen J. Gebhardt

Mr. and Mrs. Chester Gladkowski


Mr. and Mrs. Russell Houseal

Ms. Christina Kotchenreuther

Ms. Melody Krapf

Mr. and Mrs. Walter Kupidlowski


Mr. Robert L. Novak

Ms. Ann Polk

Dr. David L. Somers

COPPER RIDGE THE COPPER RIDGE INSTITUTE


Mr. Roy Allen

Ms. Lauren Bauman

Mr. Jerry Cale

In Style Salon, Inc.

Ms. Nancy Price

Mr. and Mrs. Thomas Robinson

Mr. and Mrs. Donald Shultz

Ms. Ruth A. Speir

Mr. Augustus Williamson

Dementia Care Grand Rounds

Mr. and Mrs. Jeffrey Kimble

Millennium Pharmacy Systems, Inc.

The Edgar and Geraldine Virts Fund

Proxmire Research Fund

Dr. and Mrs. Jason Brandt

Mr. and Mrs. Louis F. Cocker III

Mr. and Mrs. William Couturier

Mr. and Mrs. Harry Fizer

Mrs. Susan Haight


Mrs. Janet Lewis

M & T Bank

Ms. Jan Miller

Dr. Ralph Semmel

Mrs. Ernestine Shryock

Unidine Corporation

Millicent Radlick Nurse Scholar Fund

Mr. Paul S. Bridge

Estates

Estate of Elizabeth Henderson

Estate of Mr. Edgar C. Virts, Jr.

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Fairhaven Religious Music & Enrichment Fund

The Reverend and Mrs. Robert F. Butehorn

Ms. Linda Caviglia

Hettie M. Doten

Miss Carol E. Hackney

Mr. and Mrs. David H. Houseman

Mrs. Justine Irvin

The Reverend Wayne Larson

Mr. Harry R. Mayer

Mr. and Mrs. David R. Porter

Mr. and Mrs. Lewis Porter

Mr. and Mrs. Michael Raines

Dr. C. E. Rybczynski

Charles L. Storrs Endowment Fund

Dr. and Mrs. James R. Sandberg

Mrs. Charles L. Storrs


Ms. Elaine D. Gude


Mrs. Justine Irvin


Mrs. Elizabeth Old

Dr. and Mrs. James R. Sandberg

Mrs. Sandra P. Werner


Mrs. Pauline Beinstein

Mrs. Gale Blizzard

Ms. June Branthover

Mr. Allen R. Brougham

Mr. Lawrence T. Brown

Mrs. Eleanor Cassilly

Mr. and Mrs. Michael Cates

Mrs. Helena Cheyne

Mr. and Mrs. William B. Dulany

Mr. and Mrs. Reid Fauntleroy

Mrs. Dorothy Fulton


Ms. Gail Johnson

Mr. and Mrs. Marion Lake

Mrs. Wanda Mehlman

Mr. Elwood Neiswender

Mr. and Mrs. David Noji

Ms. Suzanne H. O’Hatnick

Mrs. Dorothy Pumphrey

Mr. and Mrs. Robert Silva

Estates

Estate of Barbara C. Bilsborough

FAIRHAVEN

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Mrs. Deborah Aikins

Dr. Allan Anderson

Ms. Leslie Bowie

Mr. and Mrs. Roy Fisher

Patricia Fleegle

Mrs. Marguerite Gardner

Mr. John C. Harding



Mr. and Mrs. Douglas P. McDaniel

Mrs. Virginia Smith

Mr. Rufus Todd

William Hill Manor Employee Scholarship Fund

Mrs. Jane Allen

Ms. Lucy A. Bechill

Ms. Rosemary Callahan

Ms. Paulette Florio

Mr. and Mrs. Kenneth Hannegan

Ms. Lana W. Harding

Mr. and Mrs. John D. Harrison

Mr. John T. Harrison

Mr. and Mrs. James Hawkins

Mr. and Mrs. Eugene Helm

Mrs. Grace Kosanke

Mr. L. E. Marvel

Morgantown Utility Board

Mr. and Mrs. John L. Murphy

Mr. Donald Ofte

Mr. John Scovill

WILLIAM HILL MANOR

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front row left to right

Craig Medlyn

Jackie Harris, President & CEO

Stuart Smith, Chair

Gene Parker

back row left to right

Fred Demers

Bruce Calvert

The Reverend Angela Shepherd

Dixon Harvey

Lorna House

John Boynton

not pictured

George Tulloch

The Reverend Ann Boyd

Ed Waddell

The Rt. Rev. Eugene Sutton

BOARD OF TRUSTEES

THANK YOUWe are now able to accept online donations.

Visit us at https://54974.thankyou4caring.org/

To discuss other philanthropic opportunities contact us at

410 970-2041 or [email protected]

Featured Artwork by Copper Ridge Residents: Chris Lubs, Eleanor Nanson, Judy Bowersox, Clare Shinderman, Helen Franklin, Anonymous

EMA | 576 Johnsville Road, Eldersburg, MD 21784

https://54974.thankyou4caring.org

mailto:[email protected]

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