F I G H T I N G C A N C E R O N E C U P C A K E A T A T I M EGiving back to the community is part of the fabric of life at Jefferson’s Ferry, with residents, staff and management regularly pitching in to support those in need in the larger Three Village community. Raising money through bake sales and other small enterprises is a favorite activity for the residents, who set up a table in the well trafficked community center at Jefferson’s Ferry to sell their wares to residents, staff and visitors.

In recognition of Breast Cancer Awareness Month, a cadre of Jefferson’s Ferry residents and staff held a bake sale to benefit the Fortunato Breast Health Center at John T. Mather Memorial Hospital, which offers no cost or discounted screenings to uninsured or underinsured patients.

Jefferson’s Ferry’s Life Enrichment Program Manager Kathy Fallon and Vice President of Resident Life Linda Kolakowski worked with the residents to put together the bake sale, which raised $ 834.00 from selling stickers, pink ribbons and baked goods.

We might want to add that Jefferson’s Ferry and its’ employees also supported the annual Alzheimers Walk raising over $1000 and employees walked at the Walk for Hope at Mather Hospital.

One Jefferson Ferry DriveSouth Setauket, NY 11720

jeffersonsferry.org (631) 675-5550

Jefferson’s Ferry recently celebrated the one year anniversary of its Certified Nursing Assistant (CNA) internship program with a luncheon acknowledging the success of the program, its leadership, and its graduates. The internship program, which

is a required part of CNA certification, is conducted in partnership with the NorthShore Career Training Institute.

During the lunchtime celebration, awards were given in recognition of program leaders, instructors and 13 members of the Jefferson’s Ferry CNA team who have provided invaluable hands on instruction and support to the over 100 interns that have gone through its program.

An award of appreciation honored Dr. Sylvester Lewis, an epidemiologist and Director of the CNA program at

North Shore Career Training Institute. Anthony Commerford, Vice President of Health Services stated that “We are thrilled with the students’ enthusiasm and energy and grateful for the opportunity to give students valuable experience that helps complete their training.”

Bob CaulfieldPresident and CEO

Dr. Sylvester LewisDirector CNA Program NorthShore

Career Training Institute

Michele Berti Vice President of Human Resources

Anthony CommerfordVice President of Health Services jeffersonsferry.org

One Jefferson Ferry DriveSouth Setauket, NY 11720

NON-PROFIT ORGANIZATION U.S. POSTAGE

PAID CENTEREACH, NY

PERMIT NO. 6

FirstQualit

LeadingAgeTM

j o u r n a lJefferson’s Ferry

SPRING 2018

NEWS AND VIEWS FROM LONG ISLAND’S PREMIER RETIREMENT COMMUNITYwww.jeffersonsferry.org

Now that the spring weather has taken hold, the new, expanded outdoor activity area is in full swing. Gold Club members are welcome to join current Jefferson’s Ferry residents and other Gold Club members on the new croquet court, updated bocce and

shuffleboard courts, or put their short game skills to the challenge or our new putting green.

In addition to access to the outdoor recreation area, Gold Club members can also take fitness classes, enjoy a meal or a snack at our café and take advantage of many other Jefferson’s Ferry programs. Check your email for specific events and programs available to Gold Club Members.

Utilizing Gold Club membership is a great way to meet people, take advantage of some of Jefferson’s Ferry’s most popular programs and amenities and stay active and engaged. The potential benefits of recreation extend far beyond just having fun, so come join us!

Chief Financial Officer Brian Amtmann was recently recognized as one of Long Island’s top financial executives by Long Island Business News. In over 3 years at Jefferson’s Ferry, Brian has pursued aggressive cost cutting strategies that have positively impacted the organization’s bottom line without compromising the high standard of living that residents expect or the compensation packages that help attract and retain top employees.

Congratulations to Brian amtmannNAMED ONE OF LONG ISLAND’S TOP FINANCIAL EXECUTIVES

Visit us online at www.jeffersonsferry.org

As the days grow longer and the outdoors comes into flower, I’d like to share some exciting news with you. Jefferson’s Ferry has been selected to take part in a five year Age Well Study that will look at the effects of life plan community living on residents’ long term health and wellness. We are one of 2,000 life plan communities across the nation whose residents are volunteering to be surveyed over that period of time on their experiences, beliefs and perceptions. Residents were invited to participate in the Age Well survey on a strictly voluntary basis and may withdraw from the study at any time.

As you might well imagine, as CEO of Jefferson’s Ferry, I am a strong proponent of the benefits of the life plan community promise and as an organization, Jefferson’s Ferry takes great pride in providing an active lifestyle for our residents that encompasses the five critical elements of healthy living: Good nutrition, intellectual stimulation, physical health, safety and security, and socialization.

Although residents of Jefferson’s Ferry and other life plan communities are routinely asked about their satisfaction with their life plan lifestyle choice, there has never been a large-scale national study that has captured the larger impact on health and wellness over a long time span.

The study will measure the self-reported health and wellness of resident volunteers through a survey administered every year of the study. This data will be compared to data collected from older adults who do not live in life plan communities. An organizational survey of life plan community management will also be conducted once a year.

Many of our residents have completed the survey this spring and are very pleased to be able to contribute to this important study.

Visit us soon and enjoy the best of the season!Bob

gold CluB memBership Benefits

Gold Club Membership

“Brian’s vigilant cost cutting measures have a huge impact on our budgets without sacrificing the high quality of our programs and

services,” said Bob Caulfield. “With his strong background in the financial management of continuing care and other types of retirement communities, Brian has significantly reduced our expenses for insurance and accounting fees. Also through his efforts, Jefferson’s Ferry earned an upgraded BBB+ bond credit rating with Fitch Ratings which helped in refinancing our corporation’s outstanding bonds to a lower interest rate. He has improved our financial performance in industry financial ratios every year since he started at Jefferson’s Ferry.

Thanks in great part to Brian’s oversight, in the past 3 years, Jefferson’s Ferry residents have experienced their lowest monthly fee increase ever, less than 3%. Adjusted annually, this fee provides the financial resources to fund services and amenities residences enjoy—health services, utilities, household maintenance, dining options, entertainment, and educational and social programs.

fitChratings affirms BBB+ for 2018Jefferson’s Ferry recently had its BBB+ rating affirmed by FitchRatings for the second year in a row. “We are extremely pleased that FitchRatings once again rated us as BBB+,” said Bob Caulfield. “This solid investment grade rating has enabled us to continue to maintain and improve our physical plant and introduce many new services that benefit the entire community.”

In November 2016, Jefferson’s Ferry issued $45-million in bonds through the Town of Brookhaven Local Development Corporation after receiving its first rating of BBB+ by FitchRatings. The bonds allowed Jefferson’s Ferry to reduce its debt load and to embark on improvements throughout the community including resident living and activities spaces, fitness and wellness areas and areas serving older adults living with dementia.

In its latest report, FitchRatings pointed to the continuation of key drivers that sustained the BBB+ rating. Solid occupancy in Independent Living, Assisted Living and Skilled Nursing, improved liquidity levels, improved operational performance and a light debt burden were all cited as significant factors.

BRIAN AMTMANNChief Financial Officer

BOB CAULFIED President/CEO

TAKE ADVANTAGE OF JEFFERSON’S FERRY’S PROGRAMS

Visit us online www.jeffersonsferry.org for our latest events.

“2019: Long Islanders Voted Jefferson’s Ferry – South Setauket Best Retirement Community.” This familiar headline evokes a strong sense of pride for the people who live and work at our community. Why is it the Long Island community continues to vote Jefferson’s Ferry “Best Retirement Community” year after year?

There’s a long list of what we’re doing right and we’re always looking for opportunities to improve. But there’s one constant that runs throughout our community that I believe sets us apart: We never lose sight of why we’re here.

Our mission is to create an exceptional, secure community in which people 62 and better can live, love, grow, thrive, and enjoy their retirement however they choose. I’m excited to share we are embarking on an ambitious expansion plan that will enable residents today – and in the future – to do just that.

A P A R T M E N T S T O S U I T N E A R L Y E V E R Y T A S T E A N D B U D G E TThe residential living expansion includes 75 spacious one, two, and two-bedroom plus den apartment homes with open floor plans. Additional dining options will include a bistro and destination dining.

T H E H E A L T H Y L I V I N G C E N T E RToday we’re armed with data supporting the benefits of living in a life plan community like Jefferson’s Ferry. An Age Well Study reports these residents have greater emotional, social, physical, intellectual, and vocational wellness than seniors living in communities at large. Our new Healthy Living Center will give residents unlimited access to the resources and professionals they need to get and stay healthy and fit.

D E L I V E R I N G Q U A L I T Y C A R EFor residents recovering from an injury or hospital stay, our improved state-of-the-art rehabilitation center will help them get back on their feet. Renovations in the common areas located in assisted living and skilled nursing will allow for better resident integration and sociability, and we’re adding 20 secured memory care rooms.

We welcome you to learn more about the expansion by calling (631) 253-8585 or registering for one of our information events https://www.jeffersonsferry.org/expanding/.

Thank you. - Bob

JOURNALA L E T T E R F R O M T H E P R E S I D E N T

FALL 2019

J E F F E R S O N ’ S F E R R Y R E C O G N I Z E D F O R E X C E L L E N C E A G A I N A N D A G A I N

Jefferson’s Ferry consistently earns top honors for its outstanding services, amenities, community and the overall quality of care. This past year has been no exception, with awards that recognize just about every aspect of life at Jefferson’s Ferry. These accolades include recognition from residents and their families, professional associations, community and business organizations.

“These distinctions are a testament to not only the level of importance we place on providing our residents with the utmost in care, support and amenities, but also to the commitment of our staff and Board to ensure that our overall operation exceeds expectations year after year,” said Jefferson’s Ferry President and CEO Robert E. Caulfield.

Late last year, Jefferson’s Ferry earned a Community Choice Award for 2018 by Holleran, based on the high marks it received during an annual resident survey. Recognized as the gold standard in the senior living industry, the Community Choice Award recognizes Life Plan Communities that exceed national benchmarks for resident engagement and satisfaction. Holleran has the largest benchmark of senior living engagement scores by which campuses can compare performance relative to their peers.

Long Island Business News recently honored Jefferson’s Ferry for Achievement in Health Care in the “Exemplary Performance by a Non-Hospital Facility” category for making a significant impact in health care-related services, resident engagement and satisfaction, its superior customer

service and its sound business acumen. In addition, Jefferson’s Ferry has held the “Best Retirement Community” for 5 year and nominated again for Best of Long Island 2020.

Please vote for us https://bestof.longislandpress.com/voting/#//

I N D I V I D U A L R E C O G N I T I O N SA good measure of Jefferson’s Ferry’s success can be attributed to President and CEO Bob Caulfield, and the financial expertise and stewardship of trustee John Sini, both of whom have recently been recognized for their expertise and commitment to Jefferson’s Ferry and the wider senior services and healthcare communities. Bob Caulfield was recently recognized as an industry leader with a “Who’s Who in Healthcare” profile in Long Island Business News. John Sini was honored as Trustee of the Year by LeadingAge NY. John joined the Board of Trustees over 12 years ago. A CPA with a solid background in not for profit accounting, John is a board leader in financial matters. He is also on the Mather Health Systems and Mather Hospital boards of trustees and heads Jefferson’s Ferry’s audit and finance committee, which oversees the annual audit, budget, asset investment and conflicts of interest policies.

For more information, completeand mail the information below.

Name ____________________________________

Address __________________________________

City ______________________________________

State ______________________ Zip ____________

Phone ____________________________________

Email Address ____________________________

jeffersonsferry.org

JFFALLNEWS19

Why wait? Live your best life now.

We have availability that fits your lifestyle.

jeffersonsferry.org (631) 675-5550

A perfectlife plan.

Follow your dreams. Do what you love.

Jefferson’s Ferry Names Vivian Viloria-Fisher Chair, and two new appointees to its Board of DirectorsJefferson’s Ferry has elected Vivian Viloria-Fisher of Setauket to Chair its Board of Directors. She previously was Vice-Chair of the Board. Two additional community leaders, Debra Engelhardt and Kim Kubasek, were recently appointed to its Board of Directors. Ms. Engelhardt is the Director of the Comsewogue Library in Port Jefferson Station and Ms. Kubasek is an Associate Executive Director at Developmental Disabilities Institute (DDI) in Smithtown.

George Rice, who has served as the Board Chair since 1997, has stepped down from the post but will continue as a Trustee of the board. “George Rice is a founding father of Jefferson’s Ferry, and has more than earned the gratitude of all who live and work here,” said Bob Caulfield. “His vision, commitment and expertise has been invaluable in every stage of our development and in our continuing pursuit of excellence.”

Ms. Viloria-Fisher, a former three-term Suffolk County legislator who was the Deputy Presiding Officer of the 5th Electoral District, joined the Jefferson’s Ferry Board of Directors in 2012 after she left public service. She was named Vice Chair in February 2014 and was recognized as Trustee of the Year by LeadingAge New York in 2017.

K I D S D A Y V I S I T S Z U M B A C L A S S

Devotees of Jefferson’s Ferry’s regular Zumba class welcomed a group of middle school students reporting for Newsday, Long Island’s daily newspaper, to dance with them. Newsday’s Kidsday Editor Pat Mullooly and student reporters from Udall Road Middle School in West Islip stopped by for a spirited workout and post class conversation with residents. The

class was led by Jefferson’s Ferry’s full-time fitness instructor, Lynda Schoettl, who also teaches classes in yoga, aqua aerobics, strength training, mat Pilates, balance and mobility to the residents.

Kim Kubasek

Debra Engelhardt

Vivian Viloria Fisher, Chair