McKendree Village Foundation Board Orientation

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McKendree Village Foundation Board Orientation
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McKendree Village

• Tennessees largest continuing care retirement
  community
• Founded in 1963
• Affiliated with Vanderbilt University Medical
  Center
• Maintains a covenant relationship with the
  Tennessee Conference of the United Methodist
  Church
• Licensed by the State of Tennessee
• Accredited by the Joint Commission (JCAHO)
• EAGLE accredited

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McKendree Village Mission Statement
To provide quality retirement living and health
care services for senior adults in a secure,
Christian environment.
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McKendree Village Vision
Our Vision

• To be the first choice for those seeking
  excellence in Christian retirement living, long
  term services and referral information for Middle
  Tennessee senior adults and their families
• To be the employer of choice for those who wish
  to provide quality services for senior adults in
  Middle Tennessee
• To be the primary source for the church community
  in Middle Tennessee in the planning and
  providing of services to meet the needs of senior
  adults
• To be a quality center for the practical training
  of retirement living and senior health care
  professionals in cooperation with educational and
  medical institutions in Middle Tennessee

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McKendree Village Values
Our Values

• Christian compassion
• Honesty and truth
• Mutual respect for all persons
• Quality service at competitive cost
• Preservation of confidentiality and personal
  dignity
• An atmosphere of health and well being, hope and
  joy
• Teamwork, supporting and championing each others
  success
• Effective and efficient business operation
• Practical experience and training for our staff
  and others

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McKendrees Methodist Relationship

• Founded by the Tennessee Conference
• Covenant relationship with the Tennessee
  Conference of the United Methodist Church
• One-third of donations to McKendree Village have
  come from theconference and the Golden Cross
  offering (churches and members)to support
  benevolent care

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McKendrees Vanderbilt Relationship

• ? Affiliated with Vanderbilt University Medical
  Center in 1998
• Representation from Vanderbilt on the McKendree
  Village Inc. Boardand Vanderbilt guarantee of
  McKendree bonds
• Management, health and education benefits to
  McKendree and its residents

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Overview of Corporate Structure
Tennessee United Methodist Church
Vanderbilt University
Village Board of Directors
McKendree Senior Care, Inc
McKendree Management Group, Inc.
McKendree Village Inc.
McKendree HUD Boards (four)
Foundation Board of Directors
McKendree Foundation, Inc.
McKendree Oaks, Inc.
McKendree Arbors, Inc.
McKendree Oaks II, Inc.
McKendree Lambuth, Inc.
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McKendree Village Profile
Independent Living
Cottages40 homes, ranging from 1,100 to 3,000
square feet

• Towers
• Fifteen different floor plans 256 apartments
• Services include
• Dining room
• Chapel
• Indoor swimming pool and wellness facilities
• Medical clinic
• Bank
• Pharmacy
• Beauty shop

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McKendree Village Profile

• Assisted Living
• Manor
• 88 apartments
• Allow residents independence but can add
  additional services
• Memory care center to work with residents with
  memory care needs

• Health Center
• 300-bed facility
• Six levels of care including advanced,
  intermediate, Alzheimers and skilled nursing
  care
• Private and shared accommodations

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McKendree Resident Profile
650 residents Average age - 84
This is a friendly community with many talented,
educated residents that share and enrich our
lives with music, arts, and literature. Everyone
is friendly, having genuine concern for their
neighbors, but are not intrusive. The concerns
that come with property ownership and maintenance
are exchanged for the security of a safe
environment. Louise Short McKendree Village
Resident
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McKendree Village Profile

• 42 acre campus
• 43.7 million physical plant
• 24 million budget
• 350 employees

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HUD Communities

• McKendree Affordable Housing Communities are
  independent living apartment developments for low
  income senior adults. McKendree Village
  currently sponsors developments in 
• Gallatin
• Springfield
• Savannah (two)
• Lewisburg (proposed)

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McKendree Village Ministry
At McKendree Village we have a special ministry
of continuing care that is distinguished by our
strong Christian heritage. We offer our residents
retirement living and health-care services in a
secure, friendly environment. In all that we do,
we keep the ultimate goal of making McKendree
home to our residents in mind. It is a caring
place where they can live and grow and share
their lives with others.
Mary Anna WomeldorfPresident CEOMcKendree
Village, Inc.
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Benevolent Care

• For residents who have exhausted their resources
• 16 of residents receive Benevolent Care
• Total benevolent care provided
• FYE June 30, 2002- 911,109
• ? FYE June 30, 2003- 1,202,262
• ? FYE June 30, 2004- 1,635,669 (estimate)
• FYE June 30, 2005- 2,069,074 (estimate)

• A husband and wife were recipients of benevolent
  care. He said, It is hard for me to know that
  someone else is helping pay my bills, but it does
  relieve so much of my worry. I can be more
  cheerful around my wife. We still enjoy times
  together when she has a good day.
• His daughter has noticed a positive change in
  him since the burden of debt had been eased. She
  said he hates to see Momma in her condition, but
  we are so grateful to McKendree Village and the
  people who give to the Golden Cross fund for
  benevolent care. I dont know what we would have
  done without it!

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Pastoral Care

• Provides life enrichment for McKendree residents,
  including
• Visiting with residents
• Counseling
• Special activities
• Worship services
• Prayer support
• Bible studies
• Singing
• Devotions
• Pastoral Cares future depends on an endowment to
  grow staff through educational partnerships,
  internships and chaplain programs, so as to meet
  the needs of McKendree residents and families.
• McKendree is a member of the Clinical Pastoral
  Care Partnership with Vanderbilt University
  Medical Center, Baptist Hospital and St. Thomas
  Hospital, providing pastoral interns to McKendree
  Village.

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McKendree Village Foundation

• Fundraising arm of McKendree Village
• Partners with donors to provide for
• Benevolent care and ministry needs of residents
• Capital needs of the village
• Needs for generations to come through the
  endowment
• Founded in 1998
• Separate support organization
• Independent board

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McKendree Village Foundation Mission
The McKendree Village Foundation exists to
identify, cultivate, solicit, and recognize
individuals, corporations, and foundations whose
charitable contributions support the operating
budget, capital, and endowment needs of McKendree
Village, Inc., for the benefit of senior adults.
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McKendree Village Foundation Income

• FYE June 30, 2003- 859,314 in donations
• 48 Planned gifts and estates
• 21.7 Tennessee Methodist apportionment
• 14.3 Golden Cross offerings and donations
• 6 Village appeals and Bell Trees of Christmas
• 4 Charitable Gift Annuities

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6
14.3
48
21.7
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Foundation Transferred to Village

• FYE June 30, 2003 - 785,277 total
• 684,778 Benevolent Care
• 19,367 Small capital/special projects
• 81,131 Capital projects

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McKendree Village Foundation Expenses

• 273,504 FYE June 30, 2005 
• Printing/postage            52,000       19.1
• Professional Services    49,000   17.9
• Office Space                 18,300      
  7.7
• Salaries                        108,273     
  39.6
• Other                            51,600       
  18.9

18.9
19.1
17.9
39.6
7.7
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McKendree Village Foundation Staff

• Bill Black
• Executive Director
• Judy Rimer
• Administrative Assistant

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McKendree Village Foundation Funds

• 1,935,804 Benevolent Care Endowment Account
• 1,083,018 Board Designated Account
• 1,083,018 Charitable Gift Annuities Account

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McKendree Village Foundation Development Outline

• Annual Fund
• Golden Cross Campaign
• Methodist Conference support
• Bell Tree
• Capital Projects
• Planned Giving

I love my neighbors and the staff at McKendree.
I felt welcome and at home the first time I set
foot in the door. The sense of community is
strong, and the friendships Ive made make every
day a pleasure. McKendree is special because of
the beautiful surroundings and the Christian
atmosphere. Nan Mintmire McKendree Village
Resident
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Service and Leadership Standards for Board

• Board Meetings
• Participate in at least 50 of quarterly board
  meetings
• Committees
• Serve on at least one committee
• Giving
• Personally invest in the ministry of McKendree
  Village
• Ambassador
• Representatives and goodwill ambassadors
• Counsel in planning and direction
• Provide leadership and counsel in the
  foundations direction
• Fiduciary Duties
• Oversight and accountability for assets and
  operations

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Contact At Any Time
Mary Anna Womeldorf President and CEO McKendree
Village
Bill Black Executive Director McKendree Village
Foundation
Willie McDonald Chair McKendree Village
Foundation