2019 Annual Report...2019 ANNUAL REPORT | 1 2019 ANNUAL REPORT | 2 Mission, Vision, Core Values Mission, Vision, and Core Values Letter From Our Leadership Call to Action Planning

2019 Annual Report

RUTH & ELLA, HERITAGE FAIR VOLUNTEERS

2019 ANNUAL REPORT | 1 2019 ANNUAL REPORT | 2

Mission, Vision, Core Values

Mission, Vision, and Core Values Letter From Our LeadershipCall to ActionPlanning for the FutureAward RecipientExpanding to Serve Older Adults in Milwaukee CountyBoard of DirectorsCommittee Chairs and Staff EngageRelateAdvocateSupportPartnershipsFinancial ReportsDonors HonorariumMemoriam

MissionThe mission of Eras Senior Network is to engage and support seniors, adults with disabilities, and family caregivers in leading meaningful lives.

VisionEras Senior Network is THE nonprofit leader in creating communities where seniors and adults with disabilities are fully embraced through collaborative partnerships, coordination of services, and intergenerational volunteer activities.

Core ValuesRespect & DignityDemonstrate respect for all faith beliefs. Demonstrate respect for the dignity of all clients who are served through our programs.

ConfidentialityMaintain confidentiality of information related to clients, volunteers, employees, and donors.

TransparencyProvide accurate, honest, and timely reporting to all funders and to the community.

Ethics & AccountabilityProvide ethical and accountable leadership of both the Board of Directors and Staff.

Teamwork & CompassionWork hard through teamwork to provide compassionate care and a welcoming environment to all those we serve.

Intergenerational ConnectionsConvening multiple generations in service, advocacy, and engagement.

AdvocacyProviding a voice for seniors to impact system-wide change. Serving seniors through a unified movement for change.

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Table of Contents


Engage with us Volunteer every day, once a week, once a month, or for a season. We have opportunities for individuals, families, youth, and groups.

Relate to our mission Invite us to speak to your congregation, small group, or business.

Advocate for seniors Be aware of frauds and scams that may victimize seniors in your life.

Support our missionJoin our growing monthly giving club! Donors of $10/month or more get FREE admission and a t-shirt to our annual Santa Run/Walk.

Normally, we would take this opportunity to share a story from the past year, but we would be remiss not to address the current events of our world. While 2020 has been a trying time for many, we are inspired by stories of our community members, like Drew Stein, who stepped up to help clients of Eras.

Drew Stein, a medical student in his final year at the Medical College of Wisconsin, was scheduled to travel to India for a rotation in April when the trip was canceled due to COVID-19. With his rotation canceled, Drew looked for ways to get out of the house and discovered volunteer opportunities with Eras Senior Network. Drew began volunteering for Eras in several capacities including grocery shopping for seniors, driving clients to medical appointments, and placing weekly wellness calls.

“It’s been really satisfying to be able to interact with the seniors and help them

in ways that could be potentially scary during this uncertain time,” said Drew.

Not only is Drew helping keep our community’s seniors and adults with disabilities safe during the COVID-19 situation, but he is creating meaningful relationships. Drew volunteered to grocery shop for a particular Eras client on multiple occasions, and would discuss her grocery list with her over the phone. This woman shared that she felt as though Drew has become like a son to her and would like to stay in touch. “A lot of purpose comes from helping people,” said Drew, “and I’m super thankful for the opportunity.”

Eras Senior Network is extremely grateful for Drew and all of the longtime and new volunteers who are helping our community’s seniors and adults with disabilities during this difficult time. If you are in a position to help, we encourage you to volunteer.

Call to ActionA Letter From Our Leadership

Letter from Leadership

Thank you for taking the time to learn about Eras Senior Network, Inc. The following pages detail information about the programs and services provided by our agency during 2019.

2019 – A Year of ChangeThe Eras Board of Directors summarizes 2019 as a year of change. We moved our offices from the Barstow Building in downtown Waukesha to a new, larger space near I-94. The new office includes a 1,000 square foot community room that has been well-utilized for partnership meetings and presentations to seniors.

The year of 2019 also brought an opportunity to expand our mission and programs into neighboring Milwaukee County. Details of this expansion are available on pages 7 and 8.

We’re grateful to you for your support of the vital work done by Eras.

Thank you,

Kathy GaleExecutive Director,Eras Senior Network

Jim HolmesPresident,Board of Directors


Award Recipient

What is Planned Giving?A planned gift is a financial donation that will be distributed in the future to an organization you wish to help sustain. Making this gift is a way for you to ensure Eras Senior Network’s services will continue in the future.

Planned gifts are for people of all income levels. Even a modest amount or percentage of your estate, life insurance, or IRA account, can make an impact on the lives of seniors and adults with disabilities living in Milwaukee and Waukesha counties.

Aster Society

Anyone who informs us of a planned gift to Eras Senior Network is invited to join the Aster Society. Aster Society members will receive an aster pin and special recognition at yearly events. If you would like to join the Aster Society, please contact [email protected] or (262) 522-2404.

There are several impactful ways to establish a lasting gift to Eras Senior Network right now.

• Making an automatic monthly gift online.• Creating a fund through a foundation to support the programs of Eras.• Designating Eras as a beneficiary in your life insurance policy, IRA, or will – even 1% makes a

difference!

Most experts agree that nonprofit organizations should work

towards an endowment that is three times the amount

of its yearly operations budget.

Create a Lasting Legacy

Planning for the Future

The Edmond J. Vaklyes, Jr. Memorial AwardIn Recognition of Those Who Support Seniors, Adults with Disabilities, and their Families

About the AwardAttorney Edmond J. “Ned” Vaklyes, Jr. was a partner with the firm of Walden, Schuster, and Vaklyes, S.C. at the time of his death in 2013. Ned dedicated his career to the needs of seniors, adults with disabilities, and their families, including service on the board of the Retired and Senior Volunteer Program of Waukesha County, Inc., as President of the Board of Interfaith Caregiving Network, Inc., and co-chair of the Advisory Council for Interfaith Senior Programs, Inc. The award was initiated in 2014 to ensure that his legacy is honored and remembered each year, and to recognize a business, individual, or organization that embodies the characteristics that Ned exhibited through his life, providing an excellent level of support to help seniors, adults with disabilities, and their families throughout Waukesha County, Wisconsin.

2019 Recipient - Cathy BellovaryCathy Bellovary, retired Director of the Aging and Disability Resource Center (ADRC) of Waukesha County, was honored for her impact on older adults, adults with disabilities, and family caregivers in our community. A Waukesha native, Cathy developed a passion for helping others at a young age by volunteering with her parents. A graduate of Purdue University,

Cathy worked as a Speech Pathologist and head of Speech and Language for the Racine Unified School District. Cathy made her way back to Waukesha where she led support groups at WCTC and volunteered for 12 years in the health rooms of her children’s schools. Cathy volunteered at the Food Pantry of Waukesha County before taking on the role of Executive Director for 10 years. Through her excellent leadership at the Food Pantry, she was appointed the position of Director of the ADRC of Waukesha County from 2008 to 2014, serving on the cabinets of County Executive Dan Finley and County Executive Dan Vrakas. Cathy has also served in leadership roles on boards of directors for a number of local nonprofits including Friends of the Public Library, United Way of Waukesha County, The Training Center, and Waukesha Service Club.


1,236Total Volunteers

114Served on Seven Advisory Councils

13,588Total Volunteer Hours

2019 Milwaukee County Stats (April through December)

1974Interfaith Older Adult Program's Neighborhood Outreach Program is created to serve Milwaukee County seniors.

1991Interfaith Senior Programs of Waukesha County creates the Faith in Action Program, based after Milwaukee County's Neighborhood Outreach Program design.

2016Milwaukee County and Waukesha County programs partner through the Drive.Give.Serve. campaign to recruit more volunteer drivers to serve seniors.

February 2019Milwaukee County Neighborhood Outreach Program ceases operations.

March 2019Milwaukee County funders reach out to Eras Senior Network to ask for leadership in resuming programs supporting Milwaukee County seniors.

April 2019Eras Senior Network assumes operations of Milwaukee County's Neighborhood Outreach Program:• Serves Milwaukee County

seniors 60+, services include:• Transportation to

medical appointments• Grocery shopping • Seasonal yard clean up• Wellness calls

• Hires 13 Milwaukee County team members

• Reopens 5 Milwaukee County offices

Expanding to Serve Older Adults in Milwaukee County

3,879Clients Received Newsletter

13,008 One Way Rides Given

1,093ClientsServed


Board of Directors Committees & Staff

Committee Chairs

Staff (as of July 1, 2020)

Board OfficersAdvisory CouncilBarry KerwinRev. Bob Ullman

Board GovernanceCarol Motzel

Community DevelopmentPam Paulson

FinanceSteve Dombrock

Planned GivingJoe Vaklyes

Strategic Planning Steering CommitteeCarol MotzelTim Rennicke

DirectorKathy GaleExecutive Director

FinanceSandi Ammerman, CPA Associate Director

Doug Wolak, CPAAccounting Assistant

Fundraising & Community Outreach:Heather UzowuluDevelopment Director

Tom Rowe Outreach Manager Milwaukee County

Becca SnowDevelopment Coordinator

ProgramsProgram Director:Judith AmorsenFaith in ActionCaregiver Connection

Program Managers:Sarah HarveyMobility Management

Dawn HintonRSVP, School District of Menomonee Falls

Corinn MarichRSVP, School District of Waukesha

Program Coordinator:Marisa StrothenkeVolunteer Coordinator

Faith in Action, Milwaukee CountyFaith in Action Managers:Christina FelskiSophia Franklin, MSW

Faith in Action Program Coordinators:Merle DubinSuzanne Endres

Vicki HenningMary RobbinsBetty SmithMarilee WadeFreda Wright

Faith in Action, Waukesha County Faith in Action Program Manager:Shannon Fogle, CSW

Faith in Action Program Coordinators:Theresa BryarSpring KreitlowSandra Pollari

Faith in Action Program Assistants:Nancy Engstrom Allison LeClaire

Website DevelopmentRon Vikmyhr

PresidentJim Holmes, CPAManaging ShareholderVrakas CPAs + Advisors

Vice PresidentGlen Choban(Board President, 2013)Director Strategic PartnershipsCapri Senior Communities

Past PresidentCarol MotzelCommunity Volunteer

SecretaryCindy MurdockAssistant Vice PresidentLoan OperationsCitizens Bank

TreasurerSteve Dombrock, CPARetiredSteve Dombrock & Co. S.C.

Attorney Paul S. CrawfordAssistant State Public DefenderWisconsin State Public Defenders Office

Donna DziewikPresident101 Mobility

Diane Ehn, MSVP of Post-Acute CareFroedtert Health

Angela King, CPAControllerEppstein Uhen Architects

Attorney Mike KruseAttorney-at-LawDeWitt Ross & Stevens S.C. Law Firm

Pam Paulson Business ManagerCoordinated Power Systems, Inc.

Tim Rennicke, CFPWealth AdvisorThrivent Financial

Shay SherfinskiEmployee Benefits ConsultantR&R Insurance Services, Inc.

Michael WahoviakManager, Strategy & OutcomesProHealth Medical Group

Kathy Gale (Ex Officio)Executive DirectorEras Senior Network

Board Directors


Retired & Senior Volunteer ProgramRSVP is part of a national movement of senior volunteer service programs called Senior Corps. Senior volunteers ages 55 and older are placed in community and government agencies to address pressing community needs. RSVP volunteers serve in a variety of settings such as schools, nutrition sites, health facilities, shelters, the Eras Senior Network office, and other nonprofit agencies.

School Programing• Pen Pal Program• Readers Café• Classroom Tutors• History Program• Senior Stories• Intergenerational Heritage Fair

Partnering SchoolsMenomonee Falls

School District:Ben Franklin (ES)North (MS)Riverside (ES)Shady Lane (ES)Valley View (ES)

Pewaukee

School District:Pewaukee Lake (ES)Horizon (ES)

Waukesha

School District:Banting (ES)Bethesda (ES)Hadfield (ES)Hawthorne (ES)Hillcrest (ES)Horning (MS)Les Paul (MS)Lowell (ES)Prairie (ES)South (HS)Summit View (ES)West (HS)Whittier (ES)

"I really cannot tell you how deeply the children and this program affected me." -Bill

Total Volunteers

Volunteer Hours

Students Served

Menomonee Falls 50 2,007 373

Pewaukee 5 162 n/a

Waukesha 81 2,684 624

Tutors & Readers

Fair Dates in 2019 3Activities Per Fair 24Volunteers Per Fair 47

Heritage Fairs

CommunityVolunteers

Placed at Other Nonprofits23Supported Our Clients114

Total Volunteers

Volunteer Hours

Students Served

Menomonee Falls 151 1,405 144

Waukesha 87 959 84

Pen Pals

RSVP Overview

engage. relate. advocate. support.

421 RSVP Volunteers

15,750 Volunteer Hours

14Agencies Served

74Average Vol. Age

"I get a great sense of satisfaction from knowing that I’ve helped a child feel more

confident about his or her reading." -Connie

"Since Eras has come into my life it brought a big uplifting. My favorite is being with the children. It is so much fun to interact." -Darlene



Agency AmbassadorsThe Agency Ambassador program gathers experienced Eras volunteers to serve as representatives of our organization at community events. Not only does the Ambassador program help ensure Eras can be represented in more locations throughout the community, it offers leadership opportunities for our senior volunteers.

Ambassadors represent Eras by:• Recruiting volunteers and sharing our mission at outreach fairs• Presenting about Eras to local senior groups and congregations• Presenting or assisting with our S.T.O.P. Senior Frauds and Scams program• Delivering updated agency materials around the community• Assisting with Eras Special Events

Served at

33events in the community in

2019

24Experienced Volunteers

“Facilitating Stop Frauds and Scams sessions (as an Agency Ambassador) is

very fulfilling. Helping people understand that they have the ability to thwart those

who are trying to steal someone else's money or identity is a great feeling!”

–Pat, Agency Ambassador

Community OutreachEras Stays Connected in the Community Through:

• Participation in Community Outreach Fairs • Presentations to Congregations • Senior living communities • Civic groups • Corporations• Contributing content to 50Plus News Magazine through monthly articles about seniors • Interviews on local radio shows • Hosting a booth at 50PlusFest • Providing area congregations, senior living communities, and other service providers with

Eras resource materials

Staff, volunteers, and Agency Ambassadors take part in outreach efforts to ensure the residents of Waukesha and Milwaukee counties understand how Eras helps seniors and adults with disabilities lead meaningful lives.

141Volunteers Recruited

“The Ambassador program is important enough to our agency’s

mission that we invest time and financial resources in it.”

-Kathy Gale, Executive Director of Eras Senior Network



AdvocacyAdvocacy means to speak up, to plead the case of another, or to fight for a cause. Derived from the Latin word "advocare", which means "coming to the aid of someone", advocacy is an important function of most nonprofit organizations. It describes a wide range of expressions, actions, and activities that seek to influence outcomes directly affecting the lives of the people served by the organization.

Our Areas of Focus in Advocacy:

“Scams are like viruses; they are constantly evolving to become resistant to current remedies, says Kathy Stokes, director of the AARP Fraud Watch Network. During the COVID-19 pandemic, scam artists utilized scare tactics to prey on seniors with virus-related scams.

Isolated seniors, seniors with memory loss, and even active, well-educated seniors are targets for scam artists. To ensure that fewer seniors fall victim to a fraud or scam, Eras launched S.T.O.P. Senior Frauds and Scams in 2016, a presentation providing education and resources to empower seniors and their caregivers to better recognize and avoid scams.

S.T.O.P.STATISTICS 10

Topics1,789Attendees

11Presentations

Awareness of elder abuse

and financial exploitation

Increased support for

unpaid family caregivers

New Resource: The Wisconsin Elder Abuse Hotline Program is a toll-free hotline available for community members and victims to contact for assistance in obtaining needed resources and making referrals to local authorities. Wisconsin Elder Abuse Hotline: 1-833-586-0107

S.T.O.P. is supported by the Wisconsin Consumer AntiFraud Trust, a fund within the Greater Milwaukee Foundation. The initiative involves peer to peer education, with trained senior ambassadors and industry professionals educating seniors and caregivers about frauds and scams, and encouraging them to report new frauds.

COVID-19 Scams: As of May 14, 2020, the Federal Trade Commission (FTC) logged nearly 26,300 fraud

complaints related to the COVID-19 outbreak. That is an incredibly high number considering the virus

didn’t begin to impact the United States until mid-February. Victims have reported losing $33.8 million.

Examples of COVID-19 related scams include selling of fraudulent products like unapproved products

that claim to cure or prevent COVID-19, phony test kits and household cleaners, and surgical masks.

Scam artists also called victims requesting personal information like a Social Security number, claiming

this would ensure they would be sent their stimulus check through the federal CARES Act.

Fair access to

services for healthcare and basic

needs



Rides

Clients Served1,093

ProgramsAssessment Services Transportation

Healthcare Appointments Grocery StoresErrands

Spring and Fall Yard Clean Up Quarterly Newsletters

Individuals Served 37% Live on $24,999 or less annually

100% Are seniors 60 and over


82% Are female

1,093 Total clients served in 2019

Faith in Action, Milwaukee CountyThe Faith in Action program assists seniors and adults with disabilities by organizing volunteers to provide neighborly services. Clients in Milwaukee County are residents age 60 and over. Services are provided at no charge with donations encouraged.

Outdoor Services

Client Services

7,379 Rides to HealthcareAppointments

Rides to GroceryStores & Food Pantries3,753VolunteerDrivers425Total Volunteer Hours11,159

103 Received aThanksgiving Dinner

25Attended a Holiday Party

3,731Received a Holiday Card

Client Special Events

"I'm so happy that the volunteers came to visit with me. There was enough food for 3 days and it was so good.

They stayed and visited and talked with me. I am very appreciative. Thank you

Eras for your thoughtfulness." -Carol, 67, West Allis

"Yard cleanup (volunteers) came to my home on Sunday. They went over and beyond the

line of duty! I'm so pleased. Thank you so very much." -Jan, 83, Oak Creek

“I don’t know what I’d do without you. Thank you all so much for all you do!”

-Ann, 89, Cudahy

176 Clients Received Seasonal Yard Services

753 Volunteers Provided Services

1,588 Total Volunteer Hours

132 New Client Assessments

3,879Clients ReceivedQuarterly Newsletters

13,008 Total Rides



Rides

311Holiday Giving Recipients

$145Value of Each Package

105Total Donors

Clients Served719

37 ClientsReceived Snow Removal

106 Clients Received Seasonal Yard services

31 Clients Received Lawn Mowing

ProgramsAssessment Services Transportation

Healthcare Appointments Grocery StoresErrands

Spring and Fall Yard Clean Up Lawn Mowing Snow Removal Friendly VisitingMinor Home Repairs Help with Forms, Letters & Bills Holiday Giving Program

"Eras is a Godsend, really. If I wouldn't have gotten a ride from my volunteer with Eras I would have had to cancel my appointment." -Audrey, 89, Summit

Individuals Served 57% Live on $24,999 or less annually


20% Are adults with disabilities

78% Are female

719 Total clients served in 2019

Faith in Action, Waukesha CountyThe Faith in Action program assists seniors and adults with disabilities by organizing volunteers to provide neighborly services. Clients in Waukesha County are residents age 60 and over or age 18 and over with a disability. Services are provided at no charge with donations encouraged.

Holiday Giving

Outdoor Services Received by Clients

Assessment Services

3,874 Rides to HealthcareAppointments

Rides to GroceryStores & Food Pantries1,978VolunteerDrivers128Total Volunteer Hours5,634

198 New Client Assessments

Client Reassessments92Volunteer Assessors22Total Volunteer Hours315

"You really run a great service. I so appreciate all you have done to help me. If I didn't have Eras to help me I honestly don't know what I would have done. I can't afford the paid providers they are just so pricey." -Barbra, 79, Oconomowoc


engage. relate. advocate. support.Mobility ManagementTransportation is essential to almost every activity that takes place within a community. The Mobility Management Program works to design and deliver transportation services that start and end with the customer. Eras Mobility Manager helps to inform and connect seniors and adults with disabilities to the mobility options that best suit their needs.

Bus Buddy ProgramThe Bus Buddy Program is a complimentary resource to help first-time riders became familiar and comfortable with riding Waukesha Metro Transit. Over the past year, Eras Mobility Manager worked with client, Sheri and her service dog Twister to independently travel using public transit. Sheri and Twister are now able to travel self-sufficiently to multiple places throughout Waukesha County:

“I’ve always wanted to be independent and control my own life. Eras Bus Buddy Program has given me

that. I am so grateful”.

“Learning to use public transit has allowed me to socialize with others and become an active member of the community. I didn’t have that before”.

Waukesha Schuetze Rec Center

Carroll University

Adaptive Community Approach Program

Eras Mobility Manager• Serves as Secretary of the Wisconsin Association of Mobility Managers (WAMM). • Has received federally funded scholarships from the Wisconsin Rural Transportation

Assistance Program (RTAP) to attend trainings and conferences to further develop skills and learn of new innovative transit practices throughout the country.

• Has participated in and successfully completed Passenger Assistance Techniques (PAT) Train-the-Trainer Certification.

• Has successfully completed Brokering Remote Partnerships Coursework and Partnership Brokers Training in Vancouver, BC.

• Prints and distributes the Find-a-Ride Network Resource Guide. The guide of transportation resources has been used as a model for other organizations throughout the state.

Find-a-Ride NetworkFind-a-Ride Network looks to improve transportation access, provide support, and increase independence of seniors and adults with disabilities. The first phase of the initiative is set to begin in the Greater Menomonee Falls area with focus on access to healthcare.


Advancing a Healthier Wisconsin Endowment Announces $1.95 Million in Awards to Launch Innovative Health Improvement Initiatives Statewide

Building a Healthy Family Caregiver System ($474,360)

Through a $474,360 award to Eras Senior Network, Inc., partners will develop and pilot a coordinated, collaborative system of health care, government and community agencies to support the health and wellbeing of family caregivers caring for chronically ill and aging seniors.

Goals for 2019 - 2022

• Identify the caregiver-care receiver team• Provide help when the team’s needs change• Implement a resource & self-advocacy tool• Train individuals who will provide the support


TheCaregiverConnection.org

This project is funded in whole by the Advancing a Healthier Wisconsin Endowment at the Medical College of Wisconsin.

Advisory Council

ADRC of Washington County, ADRC Waukesha County, Alzheimer’s Association, Ascension Aurora, Capri Senior Communities, ProHealth Care, Eras Senior Network, Family Caregivers, Froedtert Health, Medical College of Wisconsin, UWM School of Social Work

Project Partners

In 2010, the caregiver support ratio was more than 7 potential caregivers for every person in the high-risk years of 80-plus.

In 2030, the ratio is projected to decline sharply to 4 to 1; and it is expected to further fall to less than 3 to 1 in 2050.

Policy Action: Rising demand and shrinking families to provide LTSS call for new solutions to the financing and delivery of LTSS and family support.

Source: D. Redfoot, L. Feinberg, and A. Houser, The Aging of the Baby Boom and the Growing Care Gap: A Look at Future Declines in the Availability of Family Caregivers (Washington, D.C.: AARP Public Policy Institute, August 2013). www.aarp.org/research/ppi


Partnerships

Community PartnershipsEras Senior Network is going strong thanks to partnerships formed with the communities of Waukesha and Milwaukee counties. Community partnerships include financial support and volunteer service received each year from area corporations and civic groups. Understanding that partnerships work both ways, Eras strives to provide value to partners.

Value Provided by Eras:

• Caregiving Support: According to the National Alliance for Caregiving and AARP, approximately 34.2 million Americans (11% US population) have provided unpaid care to an adult age 50 or older in the last 12 months. Eras helps lighten the load of caregivers by providing transportation, friendly visiting, and seasonal yard services at no charge to our clients in need.

• Marketing: Sponsors of fundraising events will be listed on the event's printed materials and web page.

• Volunteer Opportunities: Fun and impactful volunteer opportunities for groups and individuals include seasonal yard clean up and packing gifts for the Holiday Giving Program.

• Education: Eras provides informative presentations to partners about services, volunteer opportunities, and the S.T.O.P. Senior Frauds and Scams program.

CongregationsIn 1991, faith communities came together to put their faith into action by serving their community and forming our Faith in Action Program under the agency name of Interfaith Caregiving Network. The Faith in Action Program contains 5 building blocks to develop a network of caring volunteers who provide neighborly assistance to seniors and adults with disabilities.

Today, Eras still heavily relies on partnerships with congregations throughout Waukesha and Milwaukee counties to support and sustain programs in our community. Congregations support Eras through annual financial contributions, volunteer recruitment, participation in our special projects, and inviting Eras to present to their members during or after service, or to one of their special interest groups.

Congregation Snapshot24 Waukesha County congregations supported Eras in 2019 with an average gift of $840

34 Milwaukee County congregations supported Eras in 2019 with an average gift of $1,248

24 Congregations held a donation drive for the Holiday Giving Program

“We love our partnership with Eras. Through Eras, RiverGlen demonstrates our love of God and others through acts of kindness. Each year we encourage our entire church to go and serve the seniors in our communities with spring and fall yard clean up. This seemingly simple service allows us to help others in a meaningful way. Partnering with Eras allows us to put the words of Jesus into action.” –Pastor John Howard, RiverGlen Christian Church

Caregiving Services

Volunteer

Chronic Illness or Disability

HomeBased

FundingFaith Communities

“St. Alphonsus is proud to partner with Eras Senior Network. Not only do we host their offices on our campus and contribute financially to their efforts, many of our parishioners are active volunteers in the good work they do in our community. Eras helps older adults stay in their homes, and thus, helps preserve the bonds of friendship and neighborhood that are so important.” –Father Aaron J. Esch, St. Alphonsus Parish


Financial Reports 2019 Donors

Revenue$1,613,562 from seven sources

Statement

of Financial

Position

December 31, 2019

2018 2019Assets $1,083,925 $1,073,519

Liabilities $191,965 $81,108Net Assets $891,960 $992,411

Expenses$1,513,111 in three areas

Investment Income$25,065

Special Events (Net)$70,473

Foundations$108,491

In-Kind$74,910

United Way$385,540

Community Contributions$240,248

Government$708,835

Administration$126,821

Fundraising$114,795

Program$1,271,495

Major Agency Sponsors

(Over $24,000)

Capri Senior CommunitiesCorporation for National and

Community ServiceFederal Transportation

Administration Section 5310, Mobility Management

Milwaukee County Department on Aging

R.A. Stevens Family FoundationUnited Way of Greater

Milwaukee & Waukesha County

Waukesha County • Aging and Disability

Resource Center 85.21• Aging and Disability

Resource Center Title 3BWauwatosa Community

Development Block GrantWest Allis Community

Development Block Grant

Waukesha County

Community FoundationBenefactors ($5,000-$9,999)

• Waukesha County Community Foundation

Leaders ($2,500-$4,999)

• The Women and Girls Fund of Waukesha County

Neighbors ($1,000-$2,499)

• Mr. Ed Olson and Mrs. Linda Caldart-Olson Family Fund

Supporters ($500-$999)

• Kerwin Family Fund

Friends ($100-$499)

• Sue and Wally Dinsmoor Fund

• William M. and Michele Holcomb Family Fund

• Bob and Becky Illing Fund• Judy Jester Eras Senior

Transportation Fund

Greater Milwaukee FoundationNeighbors ($1,000-$2,499)

• Anthony and Andrea Bryant Family Fund

• Catherine and Walter Lindsey Foundation

• Oconomowoc Area Foundation

Visionaries

($10,000-$24,000)

Bader PhilanthopiesGrace Presbyterian ChurchMargaret A. Cargill FoundationMedical College of WisconsinProHealth Care

State of Wisconsin Department of Health Services

Waukesha Public School System

Benefactors

($5,000-$9,999)

Forest County Potawatomi Foundation (Major Sponsor for Intergenerational Heritage Fairs)

Froedtert & The Medical College of Wisconsin

Green Bay Packers FoundationJane A Gallant Administrative

TrustBarry & Joanie KerwinJ. Michael & Virginia McBride*Thrivent Financial, Tim Rennicke,

CFP

Leaders

($2,500-$4,999)

Christ King CongregationGE MedicalGreendale Community ChurchHoly Cross Lutheran ChurchLandmark Credit UnionModern Woodmen Fraternal

FinancialNorth Shore Presbyterian

Church

* Aster Society Member


2019 Donors (continued)

Jay & Carolyn ScottSt. Luke's Lutheran ChurchThriving Waukesha County

AllianceVrakas CPAs + Advisors Waukesha Service ClubWilliam Stark Jones Foundation

Neighbors

($1,000-$2,499)

101 Mobility of Waukesha, WI American Print Pack, Inc.Atonement Lutheran ChurchCathy BellovaryJohn & Lynn BinderBruno Independent Living AidsGlen & Angela ChobanCitizens BankDental AssociatesSteve & Laura DombrockDuane & Dorothy Bluemke

FoundationFelss Rotaform, LLCFirst Federal BankGenco Industries, Inc.Gethsemane Evangelical

Lutheran ChurchDavid GlazerGreater Delafield Community

Fund, Inc.Greater Menomonee Falls

FoundationHansen Reynolds LLC

Highlander DermatologyInPro CorporationITN AmericaLaureate GroupPeter & Kay LettenbergerLora RosenbaumColeen MarshallMount Olive Lutheran ChurchMy Choice Family CareNew Berlin Lions ClubNorthwestern Mutual

Foundation+Oak Creek Community United

Methodist ChurchTimothy RennickeAugust & Lynn RevoySaint Alphonsus CongregationRobert SchwartzCarol MotzelSt. Agnes Catholic ParishSt. Anthony's on the LakeSt. Charles Borromeo ParishSt. Luke's Evangelical Lutheran

ChurchSt. Matthews Evangelical

Lutheran ChurchSt. Matthias Catholic ParishSt. Sebastian CongregationSt. Stephen the Martyr Lutheran

ChurchSt. William CongregationThree Pillars Senior Living

Communities

VITAS Community ConnectionWaukesha Rotary ClubWauwatosa Avenue United

Methodist ChurchWauwatosa Presbyterian ChurchWe EnergiesGary Zander

Supporters

($500-$999)

Attorney Joanne Leifheit LLCAurora Health CareKathy BraatenLee & Cathy BriskCarePatrolCesarz, Charapata & Zinnecker

Funeral HomeFrank & Sue DenticeDivine Mercy CongregationEducators Credit UnionByron & Diane EhnFedEx Global DisbursementsFirst Baptist Church of West

AllisFirst Presbyterian ChurchFox River Christian ChurchJim Gardner, MD & Kathy

GardnerCheryl GemignaniGethsemane United Methodist

ChurchBernadette GrubbHales Corners Lutheran Church

Heritage Assisted LivingThomas HlavacekJim & Holly Holmes*James and Kathleen McClure

FundJubilee Christian Family ChurchKathleen Gale & Jim DurnilAngela King^Lake Country LandingLake Country Women's ClubKevin & Kathy LangLiving Hope Presbyterian ChurchWaldheim Park C/O Atty. John

Macy*Kyle & Judy MandryCharles MillerMount Zion Lutheran ChurchCindy MurdockNew Berlin Junior Women's ClubEd Olson & Linda Caldart-OlsonKelly PearseRandle Dable Funeral Home, Inc.Redeemer United Church of

ChristThomas RistowTodd & Kim SeidlShorewest RealtorsMary SkrentnySkygen USAMary SmithSouth Milwaukee Lions ClubSt. John Vianney Catholic ParishSt. Mary Parish

St. Matthew Catholic ChurchSt. Peters Episcopal ChurchSt. Pius X CongregationSWICKtechJim TarantinoThe Law Office of Attorney Jane

L. WalkerThrivent ChoiceTrinity Lutheran ChurchUnited Church of Christ -

BrookfieldWaukesha State BankWeather Tight Corporation

Friends

($100-$499)

Steve & Reggie AllenMary AlmasiAmerican Transmission CompanyAmerican United Taxicab, Inc.Lisa AndrusMelissa ArpsAssociated Bank+AT&T Charitable Giving

CampaignThe Auberge at BrookfieldThe Auberge at Oak VillageMary BaerJerome Bartos^Bay View United Methodist

ChurchBerg ManagementRaymond Bergwin

Steven & Barbara Tewes BerndtMark & Sharon BernickyBeta Sigma Phi Preceptor Alpha

XIBethel-Bethany United Church

of ChristBonnie BoettcherThomas & Toni BohmannRichard & Cindy BongMichael & Gayle BroskowskiAndrea & Anthony BryantElizabeth BuchegerAngeleene ButlerCare WisconsinChrist the Servant Lutheran

ChurchChristian Women Organization

of St. Rafael The Archangel Church

Jack & Margaret ChristiansenChurch of the Immaculate

ConceptionMark ChwalekRosemary ClancyArthur CoffeyShannon ColiasStefanie CorbettCovenant Lutheran ChurchElizabeth & Patrick CraneyPatty DaneckiDonald & Elizabeth DanielsMeghan DavisWilliam & Joan Dehnel

+ Employee Volunteer Service Match Donation * Aster Society Member, + Employee Volunteer Service Match Donation, ^ Monthy Donor


2019 Donors (continued)

Moira DeschDeWitt LLP Law FirmElinora DollakMichael & Shawn DooleyJudy DoughertyMargaret Dunn-Watson & Roger

Watson Donna DziewikMike ErwinRosemarie EtzelEppstein Uhen ArchitectsHarry & Jan FarberDebra FiedlerFirst Congregational Church

United Church of ChristFred FischerBetsy Forrest^Gerald FrangeschCaroline FrantzGE FoundationKathryn Gloede^Gloria Dei Lutheran ChurchVitaliy GorelikTerry & Julie GriffieDavid & Kerry GrossChar & Robert HaackTia HagenChristian HansenShirley HarritsAimee HenryHeritage Senior Living Elm

GroveHeritage Senior Living

Menomonee Falls

Heritage Senior Living WaukeshaHeritage 2, LLCLynn HerrmannJohn HoffmanAndrew & Paula HolmanJudy JesterTracey JonesWilliam & Ruth JonesStephen & Mary KassensCatherine KearnThomas & Joan KellyKensington Care & Rehab

CenterConnie KnappPat KnuthTory KozinskiAngie KreizigerKatie KuhnCharles KuhtzDonna KuhtzRichard & Cathy LabinskiWilliam LamersMarcia LarsonChristine LaVoiJason LawienLayton Avenue Baptist ChurchAnn Leenhouts-ShaneKay LeichtDennis & Kathryn LeverenzLocal Initiatives Support

CorporationMary LodesBeth LoppnowMarty & Jane Loppnow

Chloe LorenzMary MaddenMartin Luther Church Women of

the ELCALionel MartinezDeb McCannJohn & Midge McDermottTom McInernyJudy McMillanThe School District of

Menomonee FallsJamie MesichJerry & Mary Ellen MichaelsonSue MichalskiKristie Minnickel^Patricia MirelesDale MorganDr. Albert MotzelCharlotte MurenDebra MurphyNetwork for GoodNew Berlin Lioness ProjectSuzanne NorthJames & Krista OliaRosalie OlivaTracey OlsonTrish OrmsbyThomas PattersonDuane PaulsonPam PaulsonKaren Ann PohlWalter & Dorothy PowersPrince of Peace Lutheran ChurchSylvia Reed

Jeff & Ellen RendallChristine RetzlafThomas RibbensNancy RichardsonTheresa RiedelVirginia RiesingRitz Holman CPAsJames & Sandra RoadtRobert W. Meddaugh, DDS, SC Frederick RosserLisa RueterMary SabinSalem United Methodist ChurchDennis & Kathleen SampsonSC Johnson Giving, Inc.+T. Michael & Barbara SchoberDian SelbyShay SherfinskiMary Ann SindelarMatthew SneedenLauren SpencerSt. John Neumann ParishSt. John the EvangelistSt. Joseph's Congregation Big

BendSt. Thomas of Canterbury

Episcopal ChurchMichael & Beth StoskopfStowell AssociatesBradley StrakaSussex United Methodist ChurchTerry SutterGary & Jayne Swick

Betty SwinfordTaylor's People's ParkBrookellen TeuberThe Benevity Community Impact

Fund+Linda ThompsonTherese ThomsenRobert & Julie UllmanUnited Way of Metro ChicagoUS BankHeather & Obi Uzowulu^Joe Vaklyes & Molly SanfordDennis & Diane Voit^Michael WahoviakWaukesha Floral & GreenhouseDeanna WelshWhitefish Bay Woman's ClubCarole WildeKaren WilliamsDouglas & Diane WolakMyron WysockiRalph Zick

Wisconsin InterFaith

in Action Network

(WIFIAN) Members

Interfaith Caregivers of Polk County

Causeway Interfaith Volunteer Caregivers

Faith in Action of Ashland County

Faith in Action of Adams County

Faith in Action of Marathon County

Faith in Action Volunteers Monroe County

Faith in Action Washburn County

Interfaith Caregivers of Ozaukee County

Interfaith Caregivers of Washington County

Jackson County Interfaith Volunteer Caregivers

+ Employee Volunteer Service Match Donation, ^ Monthly Donor^ Monthly Donor


In Honor of Cathy Bellovary Barbara Syrjanen

In Honor of Margaret Bobier Teri Kaminski

In Honor of Robert Drichta Robert Drichta

In Honor of Eras Staff and Volunteers

Cathy Bellovary

In Honor of Herb & Delores Geiger

Barbara Geiger

In Honor of Her husband, Donald

Margaret Yakich

In Honor of Alice Schnetter Alice Schnetter

In Honor of Jan, Retired South Shore Regional Volunteer

Dolores McArthur

In Honor of Jill Lawien Jason Lawien

In Honor of Carol Motzel & Bob S. Schwartz

Cathy Bellovary

In Honor of Mary McGoun Lynn Schuster

In Honor of Her husband, Larry

Elaine Hermansen

In Honor of Ed Olson Lisa Rueter

In Honor of Geneva Skrzynecki

Debra Fiedler

In Honor of John Stemberger Nancy Stemberger

In Honor of Tyler G. Tynfield Dorcas Burlingame

2019 Honorarium & Memoriam

In Memory of Gary Buerstatte Cathy Bellovary

In Memory of Margaret & Paul Dobias

Mary Nehrling

In Memory of Joe Dollak Sr. American Prinpak Inc.

In Memory of Marilyn Gale Ellie Dollak Steve Dombrock Eras Board of Directors Patricia Knuth Jean Schultz Nathan & Rebecca Snow

In Memory of Daryll Griesberg Calvin J. Gander Living and Devolution Trust

Jeanne Batchelor Gary and Carol Dwyer Laverne Griesberg Yolanda Johnson Paul and Kathleen Klement Arleen Knauff Donna Matti Carol Moertl

Ralph & Janice Nelson Richard Raupp

In Memory of Ron Kapanke Corrine Kapanke

In Memory of K.A. Klinkowitz Kathryn Klinkowitz

In Memory of Michael Lorenz Gerald Frangesch Cathy Peltier

In Memory of Ramona Miracle James White

In Memory of John Schiraj, Sr. Robert Meddaugh

In Memory of Shirley Schrimpf

Michele Miller

In Memory of Judy Sealy Oak Creek Community United Methodist Church

In Memory of Bonnie Stoskopf Beth Stoskopf Heather Uzowulu

In Memory of Alan Thompson Linda Thompson

In Memory of Her Daughter Doris Foley

Honorarium Memoriam

Eras Senior Network2607 N Grandview Boulevard, Suite 150

Waukesha, WI 53188

(414) 488-6500 • (262) 549-3348Eras.org

MissionThe mission of Eras Senior Network is to engage and support seniors, adults

with disabilities, and family caregivers in leading meaningful lives. Our service area is Milwaukee County and Waukesha County, Wisconsin.

VisionEras Senior Network is THE nonprofit leader in creating communities where seniors and adults with disabilities are fully embraced through collaborative

partnerships, coordination of services, and intergenerational volunteer activities.

Documents

2019 Annual Report...2019 ANNUAL REPORT | 1 2019 ANNUAL REPORT | 2 Mission, Vision, Core Values Mission, Vision, and Core Values Letter From Our Leadership Call to Action Planning