Annual Report 2017-2018

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Board of Trustees

left to right John Barber - ChairCamilla Mounts - Vice ChairChris BafusJonell BlockBeth BornhoftAndy DeMottKeith GehrMaureen GreenTodd MaddockPatricia NashBen NielsenRobyn ParksGregg SealeyMike SchelstrateBrent StanyerElizabeth Szombathy

Mission Statement:

Rockwood Retirement Communities promote independence, wellness and lifelong vitality by providing housing and services to seniors,with a commitment to excellence.

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left to right James Maxwell, V. P. of Finance

Dan DeBoiseExec. Director of Health and Wellness Services, Rockwood South Hill

Andrew GortonExec. Director of Resident Services, Rockwood South Hill

Lori KlingmanDirector of Human Resources

Marianne McCormackDirector of Development

Rick Milsow, Executive Director,Rockwood Hawthorne

Eowyn Sallis, Director of Marketing

Leadership Team

A Message from Alan Curryer

It is always insightful to reflect on our accomplishments and the many areas in which we have made great progress. It fills me with gratitude when I consider all

the people who have made so much of this happen.

I want to first thank our Board of Trustees for their commitment and service to Rockwood Retirement Communities. Their support for our organization and their accountability to driving our mission are vital to our progress and success. Thank you to the Leadership Team for the countless ways they lead by example, and for their service to our residents and team members. And to our more than 300 team members who serve our more than 650 residents with high standards of professionalism and caring respect each and every day, I thank you all for the ways that you make a difference in our residents’ lives and how you support the mission and vision of our organization.

We have worked on many internal projects this year. We continue to make great strides in our Employer of Choice initiatives by improving our hiring and orientation processes. We made a lot of improvements in the area of technology which you can read about on page 5, and our Nursing Assistant Certified training program on page 6 has been a huge success with filling openings in our Health Centers. The Summit at Rockwood South Hill has received more accolades, and Andrew Gorton, Executive Director of Resident Services, and Michelle Duke, Director of Food Service, presented our unique approach to dining to a packed house at the national LeadingAge conference. There’s a lot more to list, but we already have our sights set on the excitement of what lies ahead.

Alan Curryer, President & CEO

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Employee Spotlight

Lori Klingman joined Rockwood Retirement

Communities in October as our Human Resources Director. Lori brings over 17 years experience in

the healthcare and senior living field. She

has a Masters in Business Administration. Lori is excited to see Rockwood, as an employer of choice, continue to acquire talented individuals. We are enhancing our Employee Health and Wellness program, and we continue to market the SmartDollar® program for financial well-being, while incorporating other benefits and programs that support employees’ mind, body and soul.

Rockwood Hawthorne’s Director of Food Service, Branden Moreau, competed with

other chefs from area retirement communities,

restaurants and caterers in the fundraising event, Cooking for a Cause. This event benefits the Greater Spokane County Meals on Wheels which provides hot meals to disabled and housebound seniors in our area. Branden and his team prepared a sumptuous menu, and their Butternut Squash Bisque with Cranberry Crème Fraiche and Spiced Honey Roasted Pepitas won the Best Appetizer Award!

Lindsey Rijon, RN, joined Rockwood Retirement

Communities in March as Director of Nursing for Rockwood South Hill. Lindsey has worked with

Dan DeBoise, Executive Director of Health and

Wellness Services, to streamline the administration staff resulting in

greater efficiency.Rockwood’s NAC Training Program has

been a huge success to help bring new team members to healthcare areas at both campuses. Also worth a mention - her team had a great survey and we are proud to have received a 5-star rating!

Sarah Kellogg is the Housekeeping Supervisor at Rockwood South Hill. Sarah was nominated by her peers to participate in

LeadingAge Washington’s Leadership Institute. “My biggest

takeaway was how truly important it is to be authentic — not only when leading my team but working with other teams and leaders as well. If I am not the true me all the time, then people will see that and lose trust in me.”

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Up to Speed with Technology

The use of technology is everywhere. In this past year, our Information Technology (IT) systems have taken a huge leap forward throughout our organization. On the surface, we have improved individual computer work stations, upgraded system software, and added high-speed wi-fi throughout our facilities. Behind the scenes, we have installed more than 100 access points, laid miles of cabling, increased to 10 gig network speed, upgraded and expanded servers and switches, and enhanced back-up systems, data storage, and more.

Driving much of this has been our complete conversion to electronic medical records with PointClickCare. This transition has required many hours of team member training and data input, as well as the need to build a reliable system and one that can operate in the event of an outage or emergency.

The Maintenance team uses WorxHub for work orders and maintenance tracking. This mobile app allows the Maintenance team to check work orders, look up information, and update status while in the field. Nursing and Food Service team members are using OnShift, a work scheduling software. This app has helped these larger departments to ensure consistent staffing and effectively fill open shifts, helping to improve overall efficiencies and reduce overtime labor costs.

The Marketing department has moved to a new contact management software called Enquire. This huge undertaking involved many hours of

data transfer and training. We are excited about how this program allows us to automate our marketing campaigns and how it syncs

with Rockwood’s social media and website. Along with all of this software, we have also enhanced

our security systems. This investment includes electronic keypads, camera intercoms and sensors for building access, and an increase in video surveillance.

As you can see, it has been a big year for us in terms of technology. We’re truly up to speed and will continue with technology updates through our strategic planning.

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Manager on Duty (MOD)

Every few years, Rockwood initiates a Resident Satisfaction Survey to provide residents and/or their representatives an opportunity to tell us what we are doing well, and what areas have potential for improvement. One result of the last survey is our Manager On Duty (MOD) program. The feedback we got from the survey helped us to see that we needed to have more management supervision on the weekends.

We implemented this program in January 2018, and have had great success! This program has been a real win-win for residents, visitors, and staff. The MOD is asked to check in with all departments, look into any staffing issues, attend some events, walk or drive the entire campus, have lunch with the residents, conduct tours for marketing guests, and provide support wherever needed. Our management team rotates coverage for the year, and adjusts their weekday schedule to compensate for their weekend hours. For many of our managers, it is their favorite day because they do not have to go to meetings and take care of their daily departmental responsibilities. They actually spend the majority of their time interacting with our residents and staff, getting to know them and helping as needed. You asked, and we listened!

Be on the lookout for a Resident Satisfaction survey coming in early 2019! We look forward to hearing from all of our residents!

NAC Training Program

We started our own Nursing Assistant Certified (NAC) Training program in February 2017, after receiving approval from the Washington State Department of Health. Since then, we have held 5 classes and graduated 52 students. Each class can take up to 10 students with one instructor, although we have added instructors to get as many as 13 students in our class at one time. The class minimum requirement for instruction is 35 hours of theory (class time), 25 hours of lab time (hands-on practice in our classroom), and 62 clinical hours spent at the bedside in our care areas under the watchful eye of our instructor(s) and other Rockwood mentoring staff. The total duration of the class over the 4-week program is at least 122 hours, including graduation. During those 4 weeks, students spend the majority of time at Rockwood South Hill, and we’ve also taken the class to our Hawthorne campus.

Although the class is provided free of charge, it is not easy to enter. Each student is interviewed by hiring managers prior to the class as if they were applying for a job. Although Rockwood does not guarantee employment with the successful completion of the class, Rockwood has been able to offer all students employment at one of our campuses. Through assistance from the Rockwood Residents’ Foundation, we have been able to support this career advancement of Rockwood team members coming from other Rockwood departments. That support comes in the form of a grant which provides financial support for a current Rockwood employee who have to take the four weeks off for the class without forfeiting their regular income from their position.

Marketing never rests on its laurels, and with occupancy so high, it’s a great time to shift our message and talk about the lifestyles we promote. Every day, we learn of a new story, activity or interest that one of our residents enjoys, or we hear about how much they like a class, meal, or program that Rockwood provides. For some, they simply just love living here because of all the great people who also live and work here.

With the launch of a new website in September, one of our goals is to feature more videos on the website. So this fall, we did a series of lifestyle videos that provide potential residents some insight about the type of people who live at Rockwood and some of the things that they enjoy doing.

• We invite you to visit our new website at www.rockwoodretirement.org. To view the new videos, click on Life at Rockwood, and select Resident Spotlight.

• Follow us on Facebook at facebook.com/rockwoodretirement. When we launch new videos, our Facebook followers will be the first to know!

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Marketing Focuses on Residents’ Lifestyles

103102

35

29

20 45

16 24

22 76

24 75

33

26

221

165

Residences

Homes/Duplexes

Independent Living Apartments

Assisted Living Apartments

Skilled Nursing Apartments

427487Residents

Residents

Residents

Residents

Residents

167

141

6265

Total Housing/Occupancy

By Housing Type/Occupancy

* Independent Apartments only

44%

36%

10%9%

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Financial Reporting

Housing & Occupancy

Health &Wellness Services

Plant &OperatingMaintenance

Food Service

Housekeeping & Laundry

Insurance& Taxes

2%

Other

Depreciation

Interest

General &Administrative

Life TenancyRevenue

Other

Independent Living Services Fees

Contributions1%

Healthcare Services

Fiscal Year 2018 Expenses

as of May 31, 2018

Appleway Court* Rockwood Hawthorne Rockwood South Hill

Fiscal Year 2018 Revenues

17%

17%

22%

12%12%

9%

5%

4%

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Summarized Consolidated Operating Statement Information

Spokane United Methodist HomesSummarized Consolidated Balance Sheet Information

Cash and InvestmentsProperty, Plant and EquipmentOther Assets

Total Assets

Current Liabilities Long-term Debt and Other LiabilitiesDeferred Revenue Net Assets

Total Liabilities and Net Assets

($$$ in thousands)

Fees for Services Amortization of Entry FeesInvestment Income Other Total Revenues Operating ExpensesDepreciation Interest

Total Expenses Pension-related changes otherthan net periodic pension cost, extraordinary loss on refinancingand interest rate swap

Change in Unrestricted Net Assets

Spokane United Methodist Homes’ financial statements are audited by Dingus, Zarecor & Associates. Copies of their audit opinion and of the complete audited financial statements are available upon request.

($$$ in thousands)

2014

$ 14,34172,84081,206

$ 168,387

$ 12,863 104,39448,1992,931

$ 168,387

2014

$ 17,4052,3901,1631,440

22,398

17,7003,2461,611

22,557

(159)

225

$ 66

2015

$ 18,77291,58263,067

$ 173,421

$ 12,542 106,33953,1391,401

$ 173,421

2015

$ 18,1882,412

658574

21,832

17,5163,5852,294

23,395

(1,563)

(1,110)

($2,673)

2016

$ 17,739123,99732,735

$ 174,471

$ 18,086 87,98671,287

$ 174,471

2016

$ 19,0322,266

443

21,408

18,3653,7902,007

24,162

(2,754)

(1,697)

($4,451)

2017

$ 19,639124,19519,805

$ 163,639

$ 7,839 80,20382,527

$ 163,639

2017

$ 21,1962,8362,0551,090

27,177

21, 5895,4185,512

32,519

(5,342)

917

($4,425)

2018

$ 22,672121,24717,533

$ 161,452

$ 7,51679,40885,984

$ 161,452

2018

$ 22,6583,0311,8031,027

28,519

22, 6485,6645,699

34,011

(5,492)

663

($4,829)

<2,888>

<333>

<6,930> <11,456>

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Rockwood Residents’ Foundation Mission: The Rockwood Residents’ Foundation assists Rockwood Retirement Communities in carrying out its mission – to provide excellence in service and housing to older adults by promoting independence, wellness and lifelong vitality. To that end, the Foundation seeks, accepts and stewards gifts from residents, friends and staff.

I have had the honor of serving on the Rockwood Resident’s Foundation Board forfive years and as Chair for the past two years. Our talented Board, comprised of

South Hill and Hawthorne residents, is administered by Marianne McCormack, Director of Development.We also have three dedicated committees that report and make recommendations to the Board: the South Hill Advisory Committee, the Hawthorne Advisory Committee, and the Investment Advisory Committee.

The Foundation’s mission is to assist Rockwood Retirement Communities by providing excellence in service and housing to older adults. To that end, the Foundation seeks, accepts, and stewards gifts from residents, friends, and staff. We are committed to fulfilling our promise that no resident will ever be asked to leave Rockwood due to their inability to pay, through no fault of their own.

Combining both campuses, the Foundation received $487,964 in contributions and $403,457 in investment gains. This brought the Foundation’s total assets to $6,286,089.

Here is a list of the Foundation’s accomplishments in fiscal year 2018.• Provided $175,000 in Residents’ Assistance (South Hill)• Provided $9,500 in Residents’ Assistance (Hawthorne)• Provided $44,000 for Wellness & Exercise (South Hill)• Provided $28,000 in funding for the new woodshop (South Hill)• Provided $13,100 in Employee Assistance and scholarships (total between both campuses)• Raised $103,000 through our Holiday Lights fundraising campaign (South Hill)• Raised $11,500 through our Annual Fundraising Luncheon (total between both campuses)• Raised $8,500 through our Stars In Our Lives fundraising campaign (Hawthorne)• Raised $27,500 through gifts in honor or in memory of people (South Hill)

I would also be remiss if I didn’t thank the Corner Store volunteers for their commitment to the Foundation, raising approximately $56,000 for Residents’ Assistance.

The Foundation was formed in 1990 and since then, the Foundation has provided approximately $4 million in total support!

The number of O.W. Young Legacy Society members (“OWYLS”) increased by 8 in fiscal year 2018. Residents who make a commitment to a legacy gift become members of the O.W. Young Legacy Society.

The Foundation wouldn’t be near the success it is today without you. Thank you for your support and generosity.

Mark LesterRockwood Residents’ Foundation Chair

Mark LesterRockwood Residents’ Foundation Chair

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Annual DonorsJune, 2017 – May 31, 2018

Donations of $10,000-$40,000Larry & Lois HaydenElizabeth “BJ” Hulteng*Correen MorrillMike & Tanya RiceShirley Shaw*Chuck & Gwen Yoke

Donations of $5,000-$9,999James CowlesFrank & Gayle FahaHarry FuhsAnna Mae GrahamHarriet Van Wyck

Donations of $1,000-$4,999Wayne AttwoodEd & Ruth BalsdonElaine BarilettiTom & Lori BishopJane BowenJim CalderheadJim & Jana CareyDavid & Sara EnsorStan & Jody FerginLiz FerrierParker & Andrea FieldTed & Diane GunningInge HendronSteve & Bettie HeribsonJim & Judy HughesEd HunekeWilliam & Deborah HyslopThomas HyslopRobert HyslopWalt & Shirley JakubowskiJean JalufkaAlice KennedyPaul & Sue KennedySally KleavelandThe Estate of Louis & Margery LivingstonBill LutzTodd MaddockJames & Mary Ann McClureOlive McCourySue MorrisLarry MorseCarl “Jack” NymanScott PatnodeCarla PeperzakMartin & Margie PhillipsBill & Vern ProutyKay RowleyConnie StaceyKen & Lee SwedbergWally & Lynn VolwilerCharles & Anna Yentzer

Donations of $500-$999Gene & Kay BakerDavid & Gloria BakerJohn & Sindy BarberBob BensonRay BettsBrad BlegenBarbara “Barb” BoninoCharles & Karlyn BoppellJudy BrooksBob & Sandy ComptonDr. Joan CraigAlan & Missy CurryerJames A. DailyJim & Ruth DillonRobert “Lindy” & Patricia “Patty” DupreeDonna FishelKay FreehillRichard “Dick” & Judith “Judy” GammonJim & Dodie GerdingAndy & Deborah GortonJoe GrismerBill & Donna HarsellJohn HarveyMary HeathWilliam & Linda HolsteinJoAnn HubbardMedline IndustriesMike JacksonTrudy JensenLadd Kafflen*Mark & Mary Ann LesterDebbie & William LongJohn & Kathy LuddersTom & Nancy MahonyDorothea MarshallDarlene McManusDewey MuhlemanJames & Marion ParkDr. Robert Parker*Georgene PattenMargaret PattersonRuth PearsonJohn & Janet PetersonFred & Dorothy “Muriel” RadebaughClaude SappingtonBernard SheldonRod & Carole WalkerPaul WapatoTom & Cathy WhiteJoAn White

Donations of $100-$499George & Jan AbramsPatricia AdamsLester AmesAnonymous

LeRoy & Mary AshbyNancy AstonBarbara AugustaRon & Ann BailorEv & Helen BestMargaret BiggsElizabeth BornholtRoger & Patricia BranzJack & Fran BrewerEd BrocklehurstBruce BurnsMary “Liz” BurroughsBetsy CarosellaWarren & Marilyn CarpenterCindy & Jon ChandlerAnita ColeJim & Patty ConatyKenneth “Tom” & Laurie ConnollyMary Jane CorlissRuth CromerJane CunninghamDan DeBoiseAudrey DeBowDorene DeckerSylvia DelMedicoHelen DennisLes* & Donna* DieckmanMichael DimmelDan & Elsa DistelhorstHelen DoniganRita DoranRhea DowMarianne McCormack & Kevin DudleyJohn & Helen DurganGeorge & Doris DyerVelma EastwoodHelen EldenburgEllen FerrisDonna FlanaganHolly FryJohn & Laretta GehrKeith & Betty GehrSusan “Sue” GilmartinGeorge & Lila GirvinDana & Mary Ann GrannellJohn Mendel & Judy GrollmusDon & Edith HaberJudy HamelMark & Marion HammerMolly HannanEllie HedgeHorst “Eb” & Helga HirschDoris HoldawayMinerva HuntVirginia “Jinny” HuntDoug Attwood & Cindy ImbrognoEd & Laura JenkinsHelen Jeremiah

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Michael & Neelima JuneBrenda JurichCharles & Mary Lou KarrHunter & Barbara KeenPatricia KelleyDiane KellyJack & Felicia KendallLinda KettlerGary & Diane KingMary Pat KirkpatrickSara KvaasBetty LeinweberPeg LeslieEdward & Kay LesterMarlys LudkeBetty LukinsNorm & Roz LutherSpike & Molly LynchJim & Amy MaxwellMary Lew MillerAnne MillsRichard “Rick” MilsowBarbara MorseJerry White & Linda MoulderCamilla MountsMartha NackePat & Jerry NashLois NeswickPaul Nolan*Susan NunesAnn “Topper” O’ConnellJanet “Jan” OwensJohn & Diane PackardBill PapeshRobyn ParksBill & Connie PaulsonDon PearsonGuy PerhamHarve Phillips*Shirley PifferChristy PospahalaDean & Betty RatzmanJanet RayHoward & Lois RedmondCarolyn ReedBetty RenfordBetty RhodaMary RichardsonNancy “Nan” RoeLiliane RooseKathryn RossJanet RuehlLinda SimpsonCynthia SmutnyEunice SnyderMilt SnyderChuck SteilenDon SteirJerry & Marilyn StockerBradly StuderDorie Swanson*June SyversonOscar & Lois ThomasonBernadine “Bea” ThompsonLouise Tower

Bill & Marjorie TracyClara Fern Turner*Monica & Kent WalesSandra WalkerLee & Doni WalkerPaul WangJohn WarnAnn WarringtonJim & Lynn WattsDick & Carole WendleBetty WhiteFrances “Fran” WilliamsonNeal WinkleCharlotte YocomCarol Ytreeide

Donations under $100Elma AllenPeggy AltJohnnie AndersonSherri BarnardLisa BarnesTim BarzTracelle BatesAlice BergJeffrey Finer & Stacie BeringBob BeschelJohn BouchardDorothy M. BrownJennifer BuschbacherNancy ButlerWendy CafferkyKim & Bob CederholmBelinda CortezRagna DelongElaine DimmelElaine EmersonChuck EndahlJann EnglishLois “Pat” EricksonJacquie EwellWanda FloodCandace FrasherDebra FrenchBrian & Lucy GipsteinRobert GoldwaterSandy & Dotty GreerKatie HagaraShirley HarmanPat HegerbergWarren & Kathryn HeylmanJohn HuntBeth JarrettBarry & Carol JonesRaymond JudiciSarah KelloggPatrick KennarPatty KileJoanne KingRichard KoernerGerold “Gerry” & Maxine LamersChuck LaurieLeslie MalloyDorothy MarsonetteSue McClelland

Marjorie McDowellBernard & Janice McEldowneyMildred MeserveDavid MielkeMariya MolchanetsJoan Mc MullinEvelyn MurphyBen & JoAnn NielsenDon NortonJean OgsburyMartha PepperBruce & Susan PreuningerTom Johnson & Joanne QuinseyLarry & Tammy ReidMarian Reser-BrownDave & Millie RobertsAshley RohnerEowyn SallisChuck & Paddy ShannonKyle ShawGil & Salinda SheffelsJoanne SlavinCarole SwensenDave ThomasJayme ValleLisa VanMansumThomas WelchPhyllis WesterRuth WilliamsPhyllis WilliamsDale & Beverly Woody

*Deceased

If we have inadvertently left your name off of this list please contact the Director of Development. Thank you.

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OWYLSThe O.W. Young Legacy Society

To become a member of the Rockwood Residents’ Foundation’s O.W. Young Legacy Society, all you need to do is inform the Development Director that the Foundation has been included in your estate planning. By doing so, you allow us to thank you in person, honor you in our annual report publication, invite you to be our guest at special events just for OWYLS, and recognize you at events--all so we can acknowledge you for the legacy you are leaving, knowing that it will be appreciated by many for years to come.

Residents who have included the Rockwood Residents’ Foundation in their estate plans through their wills, bequests, charitable trusts, life insurance policies, beneficiary designations, refundable deposits or other life estate plans are (as of November 1, 2018):

AnonymousNancy AstonBob* and Elaine BarilettiBarbara BoninoJohn & Frances BrewerDorothy M. BrownJim CalderheadLaurie ConnollyDrs. Art* and Joan CraigAlan & Missy CurryerDan & Elsa DistelhorstDavid & Sara EnsorAnne & Bernie* FoxAnne Franke & Michael WestHarry FuhsEd Gayda

Joe GrismerDick & Judy GammonTed & Diane GunningMark & Marion HammerWalt & Shirley JakubowskiMyrtle KaulAnn Marie KingDebbie & Will LongSpike & Molly* LynchTodd MaddockJim & Amy MaxwellMary Lew MillerJim* & Sue MorrisLinda MoulderFrem & Marta NielsenJohn & Janet Peterson

Bill & Vern ProutyCarolyn ReedMike & Tanya RiceJoanne SlavinSam* & Harriet Van WyckWally & Lynn VolwilerMonica & Kent WalesJames “Rod” & Carole Walker

*DeceasedNames in white indicate new members

since FY 2018.

If we have inadvertently leftyour name off this list,

please contact the Director of Development. Thank you.

The Rockwood South Hill Elves put in over 200 hours of work this year to make 75 wooden toys -- trucks, cars and cradles complete with dolls and blankets. The Sassy Stitchers made the blankets for the cradles. These lovingly made toys are given to children through Volunteers of America. The Foundation paid for all the lumber to make these toys.

The Elves pictured left to right are Donna Gumm, Don Oakley, Jim Dillon, Ev Best, and Tom Johnson. Not pictured are Jack Harvey and Anna Roberts.

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CumulativeLifetime Donorsthrough May 31, 2018

Stan* & June* OlsonRoy* & Katherine* SnipesEric* & Elizabeth* TobertJames “Rod” & Carole WalkerChuck & Gwen Yoke

PatronsDonors with lifetime giving between $10,000 & $24,999Lawrence* & Ellen* AndersonWayne AttwoodTom & Lori BishopVirginia L. Brown*Dr. Bob* & Liz BurroughsJim & Jeanne* CalderheadMartha S. Cargill*Joseph* & Irene* CarterDrs. Art* & Joan CraigMargaret Cunningham*Dan & Elsa DistelhorstMarna Etsep*Stan & Jody FerginWilliam & Harriet* FixAnna Mae GrahamDorothy Haenle*Daryl* & Jean* HagieAnna Hearron*Mary Hoesly*Kathleen Irwin*Milard “Bud” Jones*Edwin* & Jean* JordanHannah Joss*Ladd Kafflen*Lasa* & Myrtle KaulArlene Konn*Norman Krey*Chuck* & Peg LeslieBill LutzDorothea MarshallRobert & Claire McDonaldThomas* & Myrene* McFarlandCarol Mitchell*Correen MorrillVona Neiswender*Jane Newton*James & Marion ParkRuth PearsonAlma Pearson*Carla PeperzakC. Sidney * & Yvonne* PiperMike & Tanya RicePaul* & Dorothy* SchaferMonte* & Vickie ScottJean Shields*Donald* & Lillian* SperryDick* & Connie StaceyLorna Stevenson*

Carl* & Helen* TurnerSam* & Harriet Van WyckJerry* & JoAn WhiteMembersDonors with lifetime givingbetween $5,000 & $9,999David* & Carol ArnoldPatricia “Patsy” Bacon*Jane BowenMargaret Clizbe*George* & Barbara* ColeEdgar Craddick*Alan & Missy CurryerAlan DarlingRita DoranGeorge & Doris DyerEdward* & Virginia* EnglishDavid & Sara EnsorLiz FerrierEllen FerrisParker & Andrea FieldHarry FuhsDick & Judy GammonLoren* & Elanor* GothbergElsie Graham*Gordon & Jeane GrayVirginia Harger*John HarveyMary HeathWilliam* & Elsie* HesterStanley HoffmanJonathan Holloway*Jean JalufkaAnne Jensen*Robert & Elizabeth JossBrenda JurichReubin* & Dorothy* KisslerMark & Mary Ann LesterTodd MaddockBarbara Manning*Ed & Betty McWilliamsLarry & Betty* MorseRuth Nicolaus*Carl “Jack” NymanMerrill O’Brien*Robert* & Janet “Jan” OwensJohn & Diane PackardScott PatnodeBill & Vern ProutyCarolyn RingoMargaret Larson Robnett*Helen Hazen RymondWendell * & Jesse* SatreBob* & Helen* ShanewiseBud ShawCaroline Sollid*Phil* & Margie Stanton

*Deceased

Names in orange indicate those who moved up a level

since FY 2018.

If we have inadvertently leftyour name off this list, please

contact the Director of Development.

Thank you.

DevelopersDonors with lifetime givingin excess of $250,000The Estate of Catherine BernhardThe Estate of Merle LePouceThe Estate of Earl & Juanita PetersonWally & Lynn Volwiler

SustainersDonors with lifetime giving between $100,000 & $249,999Glenmar Childers*Eugene* & Romaine* ClouseThe Estate of Neal & Helen FosseenVern Gates*George* & Helen* IngrahamThe Estate of Louis & Margery LivingstonAusey H.* & Betty* RobnettThe Estate of Jim SchaferDr. Elizabeth Welty*The Estate of Margaret S. Williams

SponsorsDonors with lifetime giving between$50,000 & $99,999Frederick Alderson*Avis L. Brown*Robert W. Downing*Leo* & Catherine* DrewieckeMary Flowers*Gus* & Betty* GustafsonLarry & Lois HaydenJim* & Susan MorrisShirley Shaw*Lois Sampson*Everett* & Bernadette* SandburgThe Estate of Alvin & Jane WolffCharles Wooley*

GuardiansDonors with lifetime giving between$25,000 & $49,999Bob* & Elaine BarilettiGrayce Bartlett*Mignonette Bond*Clinton* & Elizabeth* CorlissJames & Wanda* CowlesClara Davis*Frank & Gayle FahaKay M. FreehillMiriam Hatch*Harry* & Inge HendronElizabeth “BJ” Hulteng*Hugh* & Mary* JohnstonAlice Kennedy*Ted* & Barbara Morse

Kathryn Stiley*Douglas & Mary Alice StonerCarol StoverDorie Swanson*Ken & Lee SwedburgRuth Thompson*Norman* & Margaret* WilsonGarred* & Mary* WyldKathleen Zuehlke

Total Lifetime Gift from the Estate of Will and Foxy Lorenz in excess of $792,000.

5M

4M

3M

2M

1M

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Rockwood South HillResidents’ Foundation Funds as of May 31, 2018

Total: $5,833,762

Rockwood Residents’ FoundationAssets as of May 31, 2018

Total: $6,286,089

2018 Highlights of Foundation Supportfor Rockwood Retirement Communities RH = Rockwood HawthorneRSH = Rockwood South Hill

RH Residents’ Benefit ......................................... $ 9,500RH Employee Support ........................................ $ 4,000RH Equipment ..................................................... $ 4,084RSH Resident Financial Support ....................... $ 175,000RSH Exercise for Fitness Support ...................... $ 44,000RSH Equipment ................................................... $ 30,358RSH Community Benefit .................................... $ 475RSH Employee Support ...................................... $ 10,600

Rockwood South Hill Foundation2018 IncomeContributions .......................................................$ 448,773Investment Income .............................................. 383,363Sales Income and other ........................................ 87,944Total Income .........................................................$ 920,080

ExpensesSupport to Rockwood South Hill .........................$ 260,433Corner Store Purchases ...................................... 2,840Administration and other................................... 90,615

Total Distribution for Need & Expenses .......... $ 353,751 Increase in Fund Balance $ 566,329

Fund Balance at 5-31-18 .....................................$ 5,833,762

Rockwood Hawthorne Foundation2018 IncomeContributions .......................................................$ 39,190Investment Income .............................................. 20,095

Total Income ........................................................$ 59,285

ExpensesSupport to Rockwood Hawthorne .................... $ 17,584Administration and other................................... 23,822Total Distribution for Need & Expenses ..........$ 41,406

Increase in Fund Balance .....................$ 17,879

Fund Balance at 5-31-18 .....................................$ 285,201

Rockwood HawthorneResidents’ Foundation Funds as of May 31, 2018

Total: $285,200

Employee Assistance Fund $26,268

Scholarship Fund $6,225

Residents’ Assistance Endowment Fund $240,804

Community Benefit Fund $7,134

Lasa Kaul Staff Development Fund $4,769

150,000 200,000100,00050,000

Investments $5,549,186Trust Contributions Receivable $644,400

Cash Equivalents $92,503Rockwood Residents’ Foundation’s financial statements are audited by Dingus, Zarecor & Associates as part of the consolidated financial statements of Spokane United Methodist Homes. Copies of their audit opinions and the complete audited financial statements are available upon request.

Residents’ Assistance Endowment Fund $3,565,849Wellness and Exercise Endowment Fund

Deferred Gifts $526,817Community Benefit Fund $321,427

Special Purposes $86,590

2,500,0003,000,0001,000,000

1,500,0002,000,000

500,000

$1,333,079

Rockwood South Hill & Corporate Office2903 E. 25th Ave., Spokane, WA 99223509-536-6650

Rockwood Hawthorne101 E. Hawthorne Rd., Spokane, WA 99218509-466-0411

Appleway Court221-225 S. Farr Rd., Spokane Valley, WA 99206509-315-5762

www.rockwoodretirement.org

2903 E. 25th Ave.Spokane, WA 99223-4992

NonProfit OrgUS Postage

PAIDSpokane WAPermit #518