2015-2016 ANNUAL REPORT - Lenbrook...Resident Association President 2015-2016 Resident Council 2015-2016 The Resident Council presides over the following committees which are made

2 0 1 5 - 2 0 1 6 A N N U A L R E P O R T

TABLE OF CONTENTS

Letter from Chairman of the Board, President and CEO.................................................................................1

Letter from Resident Association President.................2

Lenbrook by the Numbers................................................3

Mission Matters....................................................................4

Letter from the Development Committee....................6

Stories of Impact...............................................................7

Giving.....................................................................................9

Legacy Society Members.................................................10

Tribute Gifts / Annual Donors.........................................11

2015-2016 Financial Year in Review.......................................14

Letter from Chairman of the Board and President and CEO

The Lenbrook community is made up of extraordinary people. The people who live and work at Lenbrook impact the vibrancy of the community with their diverse experiences and expertise. The social capital that each contributes creates an unparalleled sense of community. It’s truly an honor to have such a wonderful group of people join the Lenbrook community during their retirement, or choose Lenbrook as a place to build their career.

As an organization, we have 22 initiatives that the Board and management team work toward each day in an effort to fulfill our mission: To enable our residents to enjoy the gifts of independence, good health and personal fulfillment to the fullest extent possible through Lenbrook’s many programs and services.

Listening to residents and associates and reflecting on their feedback is an integral component of our day-to-day work, and it has helped steer us in a strategic direction toward our three most impactful initiatives:

1. The Lenbrook Way: We talked to over 100 residents to find out what they value most at Lenbrook and used this information to guide the development of our resident satisfaction program, “The Lenbrook Way.” We invested time and resources to develop this customized, first-class program that provides our associates with the tools they need to be successful in their daily work. The Lenbrook Way is a term that has been used by our community throughout our 33-year history. Now, we have the service standards that truly define the uniqueness of our culture.

2. Enriching Services: Lenbrook is a special place, and we want to offer our residents a retirement experience that can’t be found anywhere else. We are continuing to develop innovative programs and services that enable us to deliver our mission.

3. Associate Development: Lenbrook aspires to be the type of employer where associates want to develop a long-term career. In an effort to support this desire, we offer our associates career planning assistance, guidance for goal setting, financial assistance for education through the Associate Education Fund and our operating budget; and also help them through difficult personal situations with emergency grants from the Associate Hardship Fund.

The work to lay a strong foundation for these three areas propels us from great to excellent. It’s an exciting time for the Lenbrook community, and we look forward to continuing to walk and grow on this journey together.

Best regards,

Mark Kill Chris KeysorChairman of the Board President and CEO

Lenbrook Board of Directors

2015 – 2016

Mark Kill Chairman of the Board

David H. Williams, Jr.

Vice Chairman

Jerry Warshaw

Secretary

Debbie Bishop, R.N.

John S. Day

Dick Groves

Gene Hayes, III

Glen Jackson

Shari Lotz

Tripp Rawls

Mark Kill Chairman of the Board

Chris KeysorPresident and CEO

–1–

Letter from Resident Association President

My biggest takeaway from the past year is learning how willingly and closely the management team works with the Resident Association. Meeting the needs of 500+ residents with diverse backgrounds, physical abilities, and levels of interest is no small task! The priorities of our 2015-2016 Resident Council included: improve communication, increase participation in resident fitness programs, and ensure healthy, nutritious food is served.

We incorporated a “Did You Know?” theme at quarterly Resident Association meetings, and in the Spotlight newsletter which has resulted in increased resident involvement, and a better understanding of how and why some decisions are made by Management. The Resident Association has also been very supportive of Lenbrook’s new partnership with the National Institute for Fitness & Sport. This partnership has provided top-notch wellness programs for seniors, and participation in Fitness Center activities has blossomed. Finally, a fresh action station in the casual Bistro has been well received by residents. The action station features fresh, made-to-order dishes using healthy, seasonal ingredients.

When you strip away titles and roles and get to know everyone here at Lenbrook as individuals- both associates and residents- it’s no secret that we all want the same thing: To help people live their best life.

Sincerely,

Gracie PhillipsResident Association President 2015-2016

Resident Council 2015-2016The Resident Council presides over the following committees which are made up of over 100 resident volunteers. These committees advise Management, and their contributions play a critical and valuable role in the life of the Lenbrook community.

Building and Grounds Committee: Joe Dietrich, ChairCommunications Committee: Donna “Bear” Cochrane, ChairExcursions Committee: Jim Cochrane, ChairFood Committee: Ruth Smith, ChairFriends of the Arts Committee: Dr. Manning Pattillo, ChairHealth and Wellness Committee: Dr. Stephen Bethea, ChairHousekeeping Committee: Irma Hart, ChairLibrary Committee: Babette Rothschild, ChairNew Resident Hospitality Committee: Joanne Dietrich, ChairNewcomers Parties Committee: Mari Doyal, ChairProgram and Events Committee: Dr. Dick Colvin, ChairReligion Committee: Carleton Guptill, ChairSafety Committee: Luther House, Chair

Gracie PhillipsResident Association

President

Members at Large

Alton AdamsFran BondurantNancy Bedford

Resident Association Executive

Committee 2015 - 2016

Gracie Phillips, President

John Nixon, President-Elect

Joyce Jensen, Vice President

Dr. Dick Colvin, Immediate Past

President

Gerre Moddelmog, Secretary

Dick Stormont, Treasurer

–2–

Letter from Resident Association President

My biggest takeaway from the past year is learning how willingly and closely the management team works with the Resident Association. Meeting the needs of 500+ residents with diverse backgrounds, physical abilities, and levels of interest is no small task! The priorities of our 2015-2016 Resident Council included: improve communication, increase participation in resident fitness programs, and ensure healthy, nutritious food is served.

We incorporated a “Did You Know?” theme at quarterly Resident Association meetings, and in the Spotlight newsletter which has resulted in increased resident involvement, and a better understanding of how and why some decisions are made by Management. The Resident Association has also been very supportive of Lenbrook’s new partnership with the National Institute for Fitness & Sport. This partnership has provided top-notch wellness programs for seniors, and participation in Fitness Center activities has blossomed. Finally, a fresh action station in the casual Bistro has been well received by residents. The action station features fresh, made-to-order dishes using healthy, seasonal ingredients.

When you strip away titles and roles and get to know everyone here at Lenbrook as individuals- both associates and residents- it’s no secret that we all want the same thing: To help people live their best life.

Sincerely,

Gracie PhillipsResident Association President 2015-2016

Resident Council 2015-2016The Resident Council presides over the following committees which are made up of over 100 resident volunteers. These committees advise Management, and their contributions play a critical and valuable role in the life of the Lenbrook community.

Building and Grounds Committee: Joe Dietrich, ChairCommunications Committee: Donna “Bear” Cochrane, ChairExcursions Committee: Jim Cochrane, ChairFood Committee: Ruth Smith, ChairFriends of the Arts Committee: Dr. Manning Pattillo, ChairHealth and Wellness Committee: Dr. Stephen Bethea, ChairHousekeeping Committee: Irma Hart, ChairLibrary Committee: Babette Rothschild, ChairNew Resident Hospitality Committee: Joanne Dietrich, ChairNewcomers Parties Committee: Mari Doyal, ChairProgram and Events Committee: Dr. Dick Colvin, ChairReligion Committee: Carleton Guptill, ChairSafety Committee: Luther House, Chair

Gracie PhillipsResident Association

President

Members at Large

Alton AdamsFran BondurantNancy Bedford

Resident Association Executive

Committee 2015 - 2016

Gracie Phillips, President

John Nixon, President-Elect

Joyce Jensen, Vice President

Dr. Dick Colvin, Immediate Past

President

Gerre Moddelmog, Secretary

Dick Stormont, Treasurer

–2–

Lenbrook by the Numbers:

Number of residents

2012

2013

2014

2015

2016

428

459

494

497

490

Independent Living occupancy rate

2012 2013 2014 2015 2016

75% 80% 88% 96% 96%

–3–

“I am always excited to support Lenbrook as it has the best management team and the best residents in Atlanta. I feel like I am investing in my own future as an Advantage Club member and a member of the Legacy Society, and I plan to live here in the future with many of my friends.”

– John Day, Past Chairman of the Board, Legacy Society member, and Advantage Club member

–4–

Mission Matters

At Lenbrook, there are many initiatives and differentiators that will enable Lenbrook to fully realize our mission…

To enable our residents to enjoy the gifts of independence, good health and personal fulfillment to the fullest extent possible through Lenbrook’s many programs and services.

Lenbrook is Atlanta’s only Life Plan Community to achieve national accreditation by CARF, the Commission on Accreditation of Rehabilitative Facilities, for a total of 20 consecutive years.

Lenbrook provides a comprehensive plan for health services, which is one of the community’s most attractive features to residents and their families. These on-site health services are designed to meet a variety of needs and they are all found under one roof which offers a tremendous peace-of-mind benefit to residents and their families.

• The Clinic is the wellness resource center and provides minor care, health education and support. • Personal Care suites are beautiful, well-appointed and offer supportive services to residents. • The Health Care Center spans three floors and includes Long-Term Care, Memory Care and Rehabilitation Services, each staffed by experienced professionals.

Lenbrook’s Health Care Center is recognized by the Centers for Medicare and Medicaid Services (CMS) as a Five Star Facility for the third year in a row. This designation signifies that Lenbrook greatly exceeds average quality in the areas of health inspection, staffing, and a broad range of quality measures. For 33 years, The Lenbrook Way is a term used endearingly by residents, associates, and other stakeholders to describe what is special about Lenbrook. In 2015, The Lenbrook Way Service Standards and foundational training program were officially rolled out to all associates in order to continue to reinforce and build on the culture of resident service and hospitality. After conducting extensive research with Lenbrook residents and associates, we concluded that outstanding resident satisfaction is dependent on having associates; who are caring, competent, and responsive in a beautiful community with appealing amenities. The Lenbrook Way foundational training provides our engaged, qualified and top-performing associates the tools to provide excellent and consistent service the way Lenbrook residents expect. Another word that is very meaningful is Enrichment, which is described as the programs and services that aren’t offered anywhere else. “Anywhere else” doesn’t necessarily refer to other retirement communities; it refers to the choice to stay in one’s house instead of moving to Lenbrook.

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Mission Matters Continued

The key to Enrichment at Lenbrook is working with the residents to develop programs that are truly excellent, exposing residents to these great experiences, and then communicating the value of these programs to current and future residents. A number of indicators have suggested progress this year including increased participation and improved quality of life, all the way to a reduction of the time one takes to consider Lenbrook, which has decreased by over one year. This tells us that residents value moving to Lenbrook sooner rather than later. We are convinced that residents’ lives will be enriched greatly during that one extra year. Several of the initiatives we have accomplished this year include:

The Elite Programs: Programs which include unique resident experiences through Lenbrook’s many community partnerships. Residents have enjoyed special programs with The Booth Western Museum, The High Museum and Atlanta Symphony Orchestra, to name a few.

NIFS: Lenbrook partnered with the National Institute for Fitness & Sport to: • implement recognized senior fitness best practices for Lenbrook residents; • proactively create programs that will enhance residents’ quality of life using individual progress results and national benchmarks (e.g., fall prevention, balance, engagement score); and • provide the on-site associates access to peer interaction–other experts in the field to bring best practices to Lenbrook. This partnership provides Lenbrook residents with a win-win by providing access to knowledge and research while on-site associates cultivate a sense of community.

Signature Lenbrook Events: Resident Joyce Stephens hosted an exclusive tour of the Georgia State Capitol, which included a special invitation for Lenbrook’s very own Chaplain, Robbye Jarrell to deliver the opening invocation. The annual Fall Colors tour at Lake Rabun hosted by residents Cristina Freeman and Dick Stormont provided yet another exceptional historical, social and culinary experience. Lenbrook has many signature events that demonstrate the resident-driven culture and the impact of social capital within and outside of the community. Finally, beause the “WOW” factor of our facilities is such an important differentiator for Lenbrook,the 20-year capital plan has recently been updated to ensure all mechanical and structural items are maintained in proper working order. It is ourdesire to maintain Lenbrook’s average age of facility as one of the youngest in Atlanta.

Lenbrook Development Committee 2015 - 2016Gene Hayes, Committee Chair, Board MemberGracie Phillips, Resident Association PresidentJohn Nixon, Resident Association President-ElectJoe Hamilton, ResidentBarbara Henkel, Resident*Jane Kummel, ResidentDr. Manning Pattillo, ResidentDebbie Bishop, R.N., Board Member Mark Kill, Board ChairmanTripp Rawls, Board MemberDavid Williams, Board Vice ChairmanChris Keysor, President and CEO, ex officioDan Dornblaser, Vice President, Finance and CFO, ex officioFelecia Sveda, Vice President, Operations – Hospitality Services, ex officio

*deceased

Letter from the Development Committee

As a community, we are collectively impactful when we come together in support of residents and associates in need. We’ve seen this in action at Lenbrook over the past year through the growth of the Legacy Society; and in the ways we’ve changed the lives of associates and residents through scholarships and grants. Our primary focus this year was on the Associate Education Fund, and on recognizing planned gifts of $10,000 or more through membership in the Legacy Society.

A committed group of residents, led by resident Jane Kummel, formalized the scholarship application process and raised money for the Associate Education Fund.The outpouring of support from our residents was astounding, and the Associate Education Committee was honored to award scholarships to three deserving associates in November.

We are pleased to have welcomed seven new members to the Legacy Society this year, and sincerely appreciate their desire to create a lasting legacy at Lenbrook. The generosity of our Legacy Society donors brings great benefit to the Lenbrook community now and well into the future.

Additional stories of impact and generosity can be found on the pages ahead. We sincerely thank all our donors and residents for what they contribute to Lenbrook–in friendship, volunteering, leadership, and in giving. It is an exciting time for Lenbrook, and we are certain the days ahead are promising.

The Development Committee

–6–

Stories of Impact

Associate Hardship Fund

The Associate Hardship Fund provides grants to associates who have experienced extreme hardship, often providing life-changing opportunities. For example, last year an associate had an unfortunate turn of circumstances and suddenly did not have a place to live. The associate’s manager personally helped with immediate housing and transportation needs, and a grant from the Associate Hardship Fund enabled the associate to get an apartment close to public transportation.

“The grant applications that come to the Associate Hardship Committee often describe extremely difficult situations. I am proud to live at a retirement community that provides this type of support to the associates who are an integral part of our daily lives.” – Pat Bloom, Resident and Associate Hardship Committee member

Resident Benevolence Fund

As a not-for-profit community, no resident will be asked to leave Lenbrook solely due to financial hardship resulting from no fault of their own, under the appropriate circumstances. The Resident Benevolence Fund provides funding for such situations, and provides residents with a sense of comfort and security.

Left to Right: Chris Keysor, Pat Bloom, Robbye Jarrell, Judy Ellis, Lynne Hwang, Chuck Jensen, Kesha Zeigler, Dan Dornblaser, Helen French.

–7–

Stories of Impact Continued

Capital Gifts

Capital gifts allow Lenbrook to provide residents with facility upgrades that take us from great to excellent, such as the renovations to the audio/visual systems in the Brookhaven Room and Event Center. The results have been astounding and residents are enjoying state-of-the-art projectors and cameras, an enhanced sound system, professional lighting, direct feed microphones, and more. The 5,000 square foot Event Center has also been outfitted with partitions that allow multiple events to occur simultaneously, and create more intimate spaces for smaller events. “It’s wonderful to have such professional venues right here at Lenbrook.Whether you’re participating in an event live or watching from your apartment, it’s truly an exceptional experience.” – Gerre Moddelmog, Resident

“At a place like Lenbrook, many assume this need may not exist; however, there are typically three or four residents receiving benevolent support at any given time. Today, people are living longer and healthcare costs are rising so the need for financial support at the end of life is growing. We’re always glad to havemore time with our residents, and are honored to help them live out their lives with dignity.” –Dan Dornblaser, V.P., Finance and Chief Financial Officer

Dan Dornblaser V.P., Finance and Chief

Financial Officer

–8–

Left to Right: Beverly Snellings and Gerre Moddelmog, Residents.

Giving

This year Lenbrook received $82,297 and gifts-in-kind from generous donors.We are grateful to those who sought to make an impact by contributing to Lenbrook.

Fund Amount Donated Amount Donated FY 2016 FY 2015

Associate Education Fund $50,771 $1,904

Associate Hardship Fund $10,268 $12,775

Resident Benevolence Fund -0- $3,970

Capital Fund -0- $3,000

Friends of the Arts Fund $20,045 $16,535

Library Fund $1,000 -0-

TOTAL $82,297 $38,184

Fund Amount Spent Amount Spent FY 2016 FY 2015

Associate Education Fund $2,774 -0-

Associate Hardship Fund $9,414 $5785

Resident Benevolence Fund -0- $500

Capital Fund $140,736 $3,500

Friends of the Arts Fund $24,006 $23,275

Library Fund $2,000 -0-

TOTAL $178,930 $33,060

Fund Balance as of June 30, 2016

Associate Education Fund $64,768Associate Hardship Fund $11,377Resident Benevolence Fund $51,537Capital Fund $182,123Friends of the Arts Fund $18,259Library Fund $5,142

–9–

Glen and Claire JacksonChris and Jolie KeysorDr. Bert Kummel and Mrs. Jane KummelPaul and Sara J. Manners**Dr. Manning PattilloStuart Schwarzschild*Richard M. and Lou Stormont

Legacy Society Members

The Lenbrook Legacy Society was created in 2013 to celebrate a special group of donors who have made gifts of $10,000 or more to Lenbrook through their wills and estate plans, which may be accomplished through the refundable portion of the Entrance Fee. Their generosity helps sustain initiatives that benefit the Lenbrook community now and well in to the future.

Charlie and Nancy Bedford Frances CurtissJohn and Ann DayDr. J.T. Ford and Mrs. Mary Helen Ford *Duff Hagerty William* and Betty Hatcher Gene and Pamela Hayes

* deceased ** couple deceased

“Living at Lenbrook has been a very happy time in my life, and I want to provide the same opportunity for people in the future. Including Lenbrook in my estate plans and becoming a member of the Legacy Society was one of the best and most helpful things I could do today.” – Dr. Manning Pattillo, Resident and Legacy Society member

Members of Lenbrook Society Left to Right: Chris Keysor, Dr. Manning Pattillo, Frances Curtiss, Dr.Bert Kummel, Jane Kummel, Lou Stormont, Dick Stormont, Pamela Hayes, Gene Hayes.

For more information about the Legacy Society, please contact: Chris Keysor, President and CEO 404-233-3000

–10–

2015 – 2016 Annual Donors Tribute Gifts

Helen Aderhold

Anonymous

Mary Armstrong

Betty Barge

Kirk and Lani Battleson

Betsey Beach

Charlie and Nancy Bedford

Lavelle and Marie Beene

Sidney Berger

Bill and Marilyn Beringer

Dr. Steven Bethea and

Mrs. Margaret Bethea

Debbie Bishop

Irving and Pat Bloom

Martha Bogle

Dorothy Boice

Fran Bondurant

Bob Bosbyshell

Sandra Bottoms

Floyd and Caroline Breeser

William and Kathryn Bridges

Margaret Ann Bruce

Betty Bull

Sandra Burnaw

Adell Butterworth

Gordon Bynum

George and Katherine Calfo

Eleanor Calhoun

Jean Carson

Shirley Caruso

Carol Catanzaro

Don and Martha Chapman

Liz Cherry

Bernice Clanton

Kevin and Carol Cleveland

James and Donna Cochrane

Dr. Richard Colvin

Richard and Barbara Conway

Barbara Cooper

Gene Cox

Ken Cromer

Emily Crum

Frances Curtiss

Jarrett and Mary Virginia Davis, III

Lewis Davis

Tom and Camille Davis

John and Ann Day

Nadya Denis

Joe and Joanne Dietrich

Dave and Connie Dimling

Dan Dornblaser

Marigene Doyal

Frank Durand

Frazer and Lucretia Durrett

Diana Eason

Louis and Anne Ederington

Judy Ellis

Edward Everett and Inez Morgan

Elizabeth Feely

Jonee Fine

Sybil Fisher

Dr. J.T. Ford and Mrs. Mary Helen

Ford

Christina Freeman

Helen French

Darrol Fry

Laleah Furniss

Sam and Ann Galanti

David Gambrell

Phyllis Gareis

Billy and Gloria Garrett

Steve Garrett

In Honor of Betty HatcherClarence and Kathleen Kemper

In Memory of Billy GarrettSteve GarrettCarol D HansenCarolyn HarrisMildred E. HuffDr. Walter James, Jr. and Mrs. Christina JamesLamar and Jane OglesbyJ. SpecterDennis and Anne StageJohn and Mary Wellford

In Memory of Wilbur Dallas HallChuck and Joyce Jensen

In Memory of Betty HaleyJulianne Hancock

In Memory of Annette MaxeyChuck and Joyce Jensen

In Memory of Bernard ReineckDr. Walter James, Jr. and Mrs. Christina James

–11–*Listed Donors do not include contributions made to the Associate Appreciation Fund.

2015 – 2016 Annual Donors Continued

Peg Gary

Joe Goodwin

Amelia Gordon

Bonnie Graves

William Graves

Emily Grigsby

Richard O. Groves

Duff Hagerty

Joseph and Dorothy Hamilton, Jr.

Julianne Hancock

Carol Hansen

Edwin and Anne Hansen

Grace Harper

Carolyn Harris

Georgia Harris

Mary Margaret Harris

Ed and Irma Hart

Ronald C. Hart

Betty Hatcher

Gene and Pamela Hayes

George and Betty Heery

Charlotte Heinz

Frank and Jennie Helderman

Dr. Vernon Hendrix and

Mrs. Ellen Hendrix

Barbara Henkel

Sam Hollis, Sr.

Cecile Hooks

Luther House

Harry and Tatty Howard

Mildred Huff

Macy’s (matched gift)

T. and Gail Irvin

James and Charlotte Ivey

Glen O. Jackson

W. Scott and Christina James, III

Dr. Walter James, Jr. and

Mrs. Christina James

Alice Jeffries

Chuck and Joyce Jensen

Rita Joel

Sally Johnson

Ruth Jorgensen

Alan and Glenda Kaplan

Clarence and Kathleen Kemper

Chris and Jolie Keysor

Lisa Kiely

Mark Kill

Luella Klein

Dr. Bert Kummel and

Mrs. Jane Kummel

Frances Kuniansky

Harry and Ada Lamon

Gloria Landreth

Marianne Lee

Ronald and Elenore Longo

Molly Lord

Shari Lotz

Ed and Edith Lummus

Dan Mackey

Bert and Trudy Madden

Kay Martens

Jeanne Martin

Thelma Martin

Jim Maxey

Fay McCune

Mike McDaniel

Kathryn McGrew

Joan McIntyre

Duane and Diane Miller

Eugene and Donna Miller

Juliet Miller

–12–

Lenbrook is a 501(c)(3) not-for-profit organization, and offers opportunities for

tax-exempt giving and grant making within the organization.

Millicent MillerJune MindrupRobert MinnearNancy MontgomeryJeannette MoonBettye Jim MorganSarah MostellerBruce and Carole MoulthropWilliam and Frances NagataDr. Weldon Neal, Jr. and Mrs. Jane NealJohn and Lea NixonGodfrey and Mary Ann OakleyLamar and Jane OglesbyLucia O’NeillMary Ann OprischFranca OrefficeCarl and Jean PahlAmber M. ParkerJohn PattilloDr. Manning PattilloCynthia PearsonFredda PeeleMartha PentecostGracie PhillipsBetty PhillipsCatherine PittsCatherine PorterMarlene PucaMeredith PughBill and Lucia PulgramCristina M. RameyDr. Harold Ramos and Mrs. Barbara RamosFrances RamseyLouis M. Rawls, IIIStanley and Esther RawnBen ReineckPatricia RichardsonBabette Rothschild

Harvey and Eve Saunders Patricia SchneiderDr. W. Henry Shuford and Mrs. Nancy ShufordCrawford and Joan SitesCarolyn Smith John and Beverly SnellingsJ. SpecterDennis and Anne StageJames and Adelyn StevensonRichard M. and Lou StormontRobert and Patricia StowellJoann StricklerLinda StuempfigLinda Lou SumlinFelecia SvedaCatherine TalleyCarolyn TaylorHans and Ursula TeeuwJoyce ThorstenGary M. TocklinWilliam and Mary TomlinsonRalph and Nancy ToonElizabeth WallJerry WarshawJohn and June WeitnauerJohn and Mary WellfordPatricia WendlerMyles Smith and Ortrude WhiteJim and Elaine WhitehurstGloria WilkinsonDavid H. Williams, Jr.George and Dorothy WilliamsZelda WilliamsJeane WithornMichael Halpern and Julie WittGay WoeseBarbara WyllyJack and Sophie Zwecker

2015 – 2016 Annual Donors Continued

–13–

2015 – 2016 Financial Year in Review

Lenbrook continues to build reserves to ensure that our community remains healthy and vibrant today and for generations to come. We are proud to report that operational results were ahead of budget for the fiscal year due to healthy occupancy and careful expense management.

During the year we hired BlackRock, the world’s largest investment manager, to increase earnings to help fund ongoing capital expenditures. Recognizing the need to maintain and enhance our beautiful campus, we invested $3.8 million in capital projects (including resident-driven requests) during the year.

Of particular note, due to past donations by residents, the Board of Directors approved the use of the Millennium Fund to support audio, visual, and lighting enhancements throughout the campus. This reinvestment, along with the pursuit of strategic initiatives was made possible primarily through resident donations and our solid operating results.

Statement of Financial Position*

ASSETS FY 2016 FY 2015

Current Assets 50,127,516 44,891,994

Property, Plant, & Equipment,

Net of Depreciation 130,590,956 132,902,770

Other 1,533,435 1 ,825,772

Total Assets $182,251,907 $179,620,536

LIABILITIES AND NET ASSETS

Current Liabilities 4,294,192 4,778,318

Bonds Payable, less current maturity 95,113,011 96,549,517

Refundable Escrowed Deposits 526,976 519,170

Deferred Revenues from Entrance Fees 154,565,926 149,310,789

Total Liabilities 254,500,105 251,157,794

Unrestricted Net Assets (72,801,674) (72,168,184)

Temporarily Restricted Net Assets 553,476 630,926

Total Net Assets (72,248,198) (71,537,258)

Total Liabilities and Net Assets $182,251,907 $179,620,536

–14–

–15–

Statement of Activities and Changes in Net Assets*

FY 2016 FY 2015

Operating Revenues $32,145,128 $30,523,086

Operating Expenses $28,073,818 $27,235,425

Excess of Revenues over Expenses $4,071,310 $3,287,661

Non Operating Revenues (Expenses) ($4,704,800) ($4,946,954)

Increase/Decrease in Unrestricted Net Assets ($633,490) ($1,659,293)

in Temporarily RestrictedNet Assets ($77,450) $13,416

* Condensed Financial Statements audited by independent certified public accountants. Additional information is available from the Chief Financial Officer by request.

Increase/Decrease

Statement of Financial Position*

ASSETS FY 2016 FY 2015

Current Assets 50,127,516 44,891,994

Property, Plant, & Equipment,

Net of Depreciation 130,590,956 132,902,770

Other 1,533,435 1 ,825,772

Total Assets $182,251,907 $179,620,536

LIABILITIES AND NET ASSETS

Current Liabilities 4,294,192 4,778,318

Bonds Payable, less current maturity 95,113,011 96,549,517

Refundable Escrowed Deposits 526,976 519,170

Deferred Revenues from Entrance Fees 154,565,926 149,310,789

Total Liabilities 254,500,105 251,157,794

Unrestricted Net Assets (72,801,674) (72,168,184)

Temporarily Restricted Net Assets 553,476 630,926

Total Net Assets (72,248,198) (71,537,258)

Total Liabilities and Net Assets $182,251,907 $179,620,536

“Lenbrook is a place where residents have the opportunity togrow and develop regardless of age. We can continue to strive to be physically and mentally fit, and, we have the environment here at Lenbrook to do just that. It’s not a place to becomestagnant. We know that when we are asked for support in anyway, it will be a worthwhile endeavor. By helping others, we arehelping ourselves.”– Joyce and Chuck Jensen, Residents

–16–

“We have been so impressed by the variety of activities we and other residents enjoy, that it just made sense to make a gift to Lenbrook. Also, we care deeply about Lenbrook’s associates, and want to help them further their education and advance theircareers. There is something special about taking care of those who take care of us.” __June and John Weitnauer, Residents

3747 Peachtree Road NE, BuckheadAtlanta, Georgia 30319

404-233-3000lenbrook-atlanta.org

Not-for-ProfitLenbrook is the only not-for-profit Life Plan Community in Atlanta to earn national accreditation.

Lenbrook does not discriminate against any person on the basis of race, color, national origin, disability, or age inadmission, treatment, or participation in its programs, services and activities, or in employment. For further

information about this policy, contact: Rebecca Jarrell, Section 504 Coordinator at 404-233-3000.