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Helping people age with grace for 60 years.

Wesley Woods Senior Living Foundation of Wesley Woods

ANNUAL REPORT

Wesley Woods MissionTo help people age with grace

VisionTo be a leader in senior living housing, services, information, education, and research support

Values•Commitment to service and ministry, based on our faith tradition •Care and compassion •Excellence •Integrity and respect •Health in mind, body and spirit

PhilosophyConsistent with our Judeo-Christian values, we believe: •Aging has a fulfilling purpose in life •Society is strong to the extent that seniors are valued •Faith development is lifelong

Strategic Objectives•Maintain strong affiliate relationships with the United Methodist Church, Emory, and local communities •Focus on our people and commitment to having the best team •Provide retirement communities that are well-managed, well-maintained, and affordable •Pursue innovative approaches to caring for seniors •Leverage our knowledge and expertise to inform the community •Demonstrate our commitment to education and research •Raise awareness through marketing, public relations, and communications •Identify and pursue new and renewed sources of financial support

Wesley Woods Senior Living is accredited through the Educational Assessment Guidelines Leading toward Excellence (EAGLE), an accreditation process of the United Methodist Association Health and Welfare Ministries. The program is a unique approach designed to inspire and recognize excellence in Christian service. When implemented well, it enables organizations to soar like its namesake to new heights of quality and distinction.

Photography by Beate Sass and Proof Images. In honor and in memory of our residents who will always be a part of the Wesley Woods family.

Wesley Woods is affiliated with the North Georgia Conference of the United Methodist Church and Emory Healthcare.

Dear Friends,

SIXTY YEARS AGO, concerned members of the North Georgia United Methodist Conference and Emory University began laying the groundwork for what is known today as Wesley Woods. At that time, poor health and lack of mobility isolated the elderly from the greater community and the field of Geriatrics was in its infancy. The founders of Wesley Woods envisioned a place where older adults could find both care and community, a place where their unique needs would be met.

Today, Wesley Woods remains committed to that ideal. From individualized care in our personal care and skilled nursing communities, to high quality low-income housing for the elderly, Wesley Woods addresses both the needs of the individual and the need to be part of a community.

People often ask how Wesley Woods is different from other senior living communities. The answer is complex, but can be reduced to one essential component: mission. Wesley Woods is a mission-driven organization. Our mission–to help people age with grace– is reflected in our staff, our donors and volunteers, and our long-term vision.

Many of our employees have been with the organization for over 10, 20, and even 30 years. This is evident by our employee retention rate of 89%, well above the industry average of 66%. This is particularly important in our assisted living and skilled nursing communities where knowing each individual residents needs is essential to providing person-centered care. From our dining staff, who deliver quality meals and address the varied dietary restrictions of each resident, to the Activity Coordinators, who ensure that our communities are vibrant and engaging—our employees remain focused on our mission.

Like our employees, our donors and volunteers are committed to the vision of our founders. The elderly are our most vulnerable members of our society and providing housing and healthcare solutions for all income levels is a shared responsibility. We are honored to provide a connection point for community members to join us in finding solutions to these very complex problems of aging and eldercare.

For the past 60 years we have been pioneers in geriatric care and housing. We continue to push boundaries and offer innovative solutions that result in high-quality and affordable elder care, accessible to all those in need.

We thank you for your past support and look forward to working together well into the future.

Sincerely,

Kenneth Weber President and CEO Wesley Woods Senior Living

Tracy L. Crump Excutive Director Foundation of Wesley Woods

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DELORES ALLIGOOD has called Branan Towers home for the past 14 years. She had been living in Pennsylvania when her husband passed away suddenly. A niece in Atlanta persuaded her to head South to be near family. With limited financial resources, Delores was unsure where to turn for help. Branan Towers offered her a safe affordable apartment and a welcoming community to make it feel like home.

TALMAGE TERRACE resident Johnny Fowler at Athens City Hall.

60 years of helping older adults stay active and engagedJOHNNY FOWLER spent most of his working career with the City of Athens and Clarke County as City Clerk Treasurer and on the Tax Assessor Board. He served on the Board of Wesley Woods and also on the Talmage Terrace and Lanier Gardens Advisory Board. He has been a member and lay leader of Chapelwood United Methodist Church for over 50 years. When it came time to retiring he and his wife Betty chose to live at Talmage Terrace because of its central location and deep ties to the Athens community.

“We love the people here. We had old friends and have

made many new friends. We know this is the place

for us to live.”–JOHNNY FOWLER

60 years of providing high-quality affordable senior housing

BRANAN TOWERS resident Dolores Allgood holding a photo that was taken to give to her husband after he was diagnosed with heart disease—so that she would always be with him.

“I am truly grateful for what I have. It is home.”

–DELORES ALLIGOOD

ASBURY HARRIS EPWORTH TOWERS resident Melba Carter is a lifelong member of Friendship Baptist Church in Atlanta.

60 years of serving the spiritual needs of older adultsMELBA CARTER grew up in central Atlanta during a time of great social upheaval. She participated in the civil rights movements during the 1960’s and has witnessed Atlanta’s transformation into an international city. Throughout her lifetime, her faith and Friend-ship Baptist Church has played a central role in her life. She was baptized and married at the church and attended what eventually became Spelman College when it was located in the church basement. At Wesley Woods we recognize and support the spiritual needs of our residents, of all faiths, through Chaplaincy Programming and informal worship gatherings.

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60 years of partnership with Emory UniversityEMORY UNIVERSITY HAS BEEN A KEY PARTNER from the earliest days of Wesley Woods, when the University made available property on Clifton Road to serve as a permanent home for Wesley Woods Towers, Budd Terrace, Wesley Woods Outpatient Health Center and later the Geriatric Hospital.

AS PART OF OUR PARTNERSHIP WITH EMORY, our Heroes, Saints and Legends awards dinner supports the research leadership and long-term care at Emory in the area of Alzheimer’s and Parkinson’s diseases. Many of Atlanta’s most honored and revered citizens have been honored – Rosalyn Carter, Hank Aaron, Ambassador Andrew Young, Sam Massell and many others. This year we honored Reverend Doctor Don Harp, Dr. Linton Hopkins, Ms. Ingrid Saunders Jones and Mrs. Lonnie Ali. Each of these honorees, and those who came before, have built and cared for their communities. We hope that you will celebrate the tremendous achievements and accomplishments of their generation, and also renew your commitment to helping future generations age with grace.

FATHER AND SON COMMUNITY BUILDERS: Emeritus board member Dameron Black III, and current board member Dameron Black IV, at our 2014 Heroes, Saints and Legends event.

“When my father was serving on the Wesley Woods Board, I remember him mentioning how proud he was to help others enjoy security and comfort in their later years. His commitment inspired me to continue the family tradition of support for Wesley Woods.” –DAMERON BLACK IV

60 years of partnership with the North Georgia Conference of the United Methodist Church

REVEREND SHARMA LEWIS supervises over 60 churches as District Superintendent for the Atlanta-Decatur Oxford District of North Georgia Conference of the United Methodist Church. Somehow she also finds time to serve on the Advisory Board of Branan Towers, and as Vice-Chair of the Foundation of Wesley Woods Board of Directors. Sharma serves as a connection point between Wesley Woods and the North Georgia Conference, but also stays involved on a personal level. When Branan Towers celebrated its 40th anniversary, Sharma was there line dancing with the residents, sharing her effusive warmth and spirit with everyone in attendance.

WESLEY WOODS IS GRATEFUL for its long-standing partnership with the North Georgia Conference of the United Methodist Church, and particularly the annual Mother’s Day Offering collected through its churches, which provides for approximately 25% of the charitable care at Wesley Woods communities each year. We are particularly thankful to the churches listed below whose members and pastors have shown extraordinary commitment to our ministry for older adults.

2013 MOTHER’S DAY OFFERING

Top 25 Churches–Per-Capita GivingTop 25 Churches–Overall DonationsAthens First UMCCannon UMCCascade UMCCumming First UMCDecatur First UMCDue West UMCGainesville First UMCGriffin First UMCKennesaw UMCLaGrange First UMCMarietta First UMCMount Zion UMC - AltoNorcross First UMC

Northside UMCOak Grove UMC - DecaturPeachtree City UMCPeachtree Road UMCRoswell UMCSaint James UMC - AtlantaSimpsonwood UMCSmyrna First UMCTrinity-On-The-Hill UMC Tucker First UMCUnion Hill UMC - HiawasseeUniversity Heights UMC

Aldora UMCBlythe UMCCalvary UMC - Shady DaleChattahoochee UMCConcord UMC - DaltonCulverton UMCDevereux UMCEastland Road UMCFullers Chapel UMCGodfrey UMCHickory Flat UMC - LulaHopewell UMC - CummingMount Tabor UMC - Dallas

Mount Zion UMC - AltoMount Zion UMC - LaGrangePine Chapel UMCTallulah Falls UMCTrinity UMC - DurandUnion Hill UMC - HiawasseeUnion Point First UMCUniversity Heights UMCWarm Springs UMCWhite Oak UMCZebulon UMC - SpartaZion Chapel UMC

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“I serve on the Board because I believe in the quality care that Wesley Woods gives to all people. I enjoy working with a passionate and competent Wesley Woods staff, Foundation of Wesley Woods Board of Directors, and Branan Towers Advisory Board.”

–REVEREND SHARMA LEWIS

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60 years of employing highly trained and committed staffWESLEY WOODS’ EMPLOYEES are the key to our success. Through these devoted and caring individuals, residents and their families feel the full support of the Wesley Woods community. For that reason, Wesley Woods is honored to be named a 2013 Press Ganey Guardian of Excellence for Employee Engagement. Press Ganey provides ongoing consulting and advisory services nationwide to healthcare providers in all phases of employee engage-ment and performance improvement. Of the 372 facilities and over 235,000 employees surveyed, only a select number of elite organizations who have reached the 95th percentile for employee engagement qualify for this prestigious award.

Wesley Woods’ employee retention rate of 89% is well above the industry average of 66%. Our employees appreciate the service-oriented culture of Wesley Woods and feel that their contributions matter. As one of them said:

“Teamwork is valued at Wesley Woods. I have a service heart and I am here to serve in any capacity. I feel my work is valued and appreciated.”

60 years of connecting volunteers and donors to the older adults we serveDIANE BRYANT has served on the Branan Towers Advisory Board since it was created over 20 years ago. A licensed social worker by training and an active member of Glenn Memorial United Methodist Church, Diane has always had an interest in volunteering directly with older adults. She and Edwin Brown have been friends since he moved into Branan Towers. When Diane learned that Edwin had spent his career as a chef across the globe, she enlisted him to help the Glenn Memorial Men’s Group cook for their annual Superbowl party at a local homeless shelter. Volunteers like Diane, whose long-term commitment to the ideals on which we are founded, truly embody the definition of grace.

“I feel fortunate to have the opportunity to serve at Branan Towers. I always come away feeling that I have received more than I have given. I am the one that is blessed by the love that is shown to me by the residents there.” –DIANE BRYANT

THE ROOTS OF WESLEY WOODS trace back to 1954 when leaders of the North Georgia Conference of the United Methodist Church and the Emory commu-nity joined together to create a much-need-ed resource for Georgia’s aging citizens. Since those beginnings, Wesley Woods has grown to include residential retirement communities across north Georgia, under the administration of Wesley Woods Senior Living, as well as dedicated geriatric care and multiple specialty care clinics through our partnership with Wesley Woods Center of Emory University.

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60 years of growing to meet the needs of Georgia’s older adults

BLAIRSVILLE

ROSWELL ATHENS

AUGUSTA

ATLANTA

NEWNAN

Wesley Woods Center of Emory Universityn Budd Terrace–Skilled Nursing and Rehabn Hospital and Geriatric Outpatient Clinicsn Wesley Woods Towers–Apartment Living and

Personal Care

Branan Towersn Apartment Livingn HUD Rental Assistance Available

ATLANTA

Asbury Harris Epworth Towersn Apartment Livingn HUD Rental Assistance Available

COMMUNITY BUILDERS: Dr. Candler Budd and Mrs. J.C. Malone break ground at the Wesley Woods Towers.

WESLEY WOODS SERVICES AND COMMUNITIESWESLEY WOODS SENIOR LIVING’S residents benefit from comfortable, safe places to live and services that meet their unique needs. Our retirement communities range from urban high rises to mountain cottages, and several of them have levels of care that allow residents to “transition in place” as their needs change. All of our communities focus on resident wellness, socialization, education, and spiritual fulfillment.

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AUGUSTA

St. John Towersn Apartment Livingn Personal Care (Assisted Living) n HUD Rental Assistance Available

ATHENS

Talmage Terracen Continuing Care Retirement Communityn Personal Care (Assisted Living)

Lanier Gardensn Residential Apartment Livingn HUD Rental Assistance Available

BLAIRSVILLE

Branan Lodge n Apartment Livingn HUD Rental Assistance Available

Wesley Mountain Villagen Private Cottage Retirement Community

ROSWELL

St. George Villagen Continuing Care Retirement Communityn Apartment Livingn Personal Care n Memory Supportn Skilled Nursing

NEWNAN

Wesley Woods of Newnann Continuing Care Retirement Communityn Apartment Livingn Personal Care n Memory Supportn Skilled Nursingn Maintenance-Free Duplex Cottages

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Gifts of $100 and up from September 1, 2012 through August 31, 2013.

$1 million and overJoseph B. Whitehead Foundation

$100,000-$999,999AnonymousDavid, Helen and Marian Woodward FundEstate of Mrs. Jeanette PlasterJ. B. Fuqua FoundationMrs. Lou Brown Jewell

$50,000- $99,999 Anonymous The Community Foundation for Greater AtlantaM. Austin Davis FoundationEstate of Carolyn M. CarpenterThe Scott Hudgens Family FoundationMr. and Mrs. C. Austin StephensHoward C. Warren Charitable Lead Annuity TrustCatherine C. Warren Charitable TrustJesse Parker Williams Foundation

$25,000 -$49,999 Mr. and Mrs. F. Duane AckermanMary Allen Lindsey Branan FoundationThe Coca-Cola CompanyExposition FoundationGeorgia Power FoundationDr. and Mrs. Michael E. JohnsDr. M. Louise McBeeMetro Atlanta AmbulanceMr. James G. PrattisThe Vasser Woolley FoundationMr. and Mrs. Glenn D. WarrenMr. and Mrs. Michael A. WatsonMr. Kenneth R. Weber and Rev. Donn Ann WeberFrances Wood Wilson FoundationMr. and Mrs. Robert Winthrop III

$10,000 -$24,999AnonymousDaniel P. Amos Family FoundationClark and Ruby Baker FoundationMr. and Mrs. W. Daniel BarkerMr. and Mrs. Dennis M. BetzMr. and Mrs. Dameron Black IIIThe Frances Hollis Brain FoundationMr. and Mrs. J. Coleman BuddMs. Mary Jane BurnsEmory L. Cocke Fund of the Atlanta FoundationEllis FoundationEmory HospitalsEmory University Woodruff Health Sciences Center

60 years of individual, corporate and foundation support

Estate of Robert C. HigginsMr. and Mrs. John C. Ethridge, Jr.John and Mary Franklin FoundationGeorgia United Methodist FoundationThe Evelyn & Frank Gordy FoundationHarmon Family Charitable FundMr. and Mrs. William C. HatcherMr. and Mrs. William F. HenaganThe Henagan FoundationJohnson & Johnson Family of Companies Matching GiftsThe Tom and Edwina Johnson Family FoundationMr. and Mrs. Robert Edwin Johnston, Sr.Mrs. Charlotte T. MarshallDrs. Kathleen and Larry MinnixPiedmont Charitable FoundationMilton M. Ratner FoundationMr. and Mrs. Joel F. Reeves, Jr.The Rich FoundationMr. and Mrs. Larry A. TaylorThe Larry and Barbara Taylor Charitable FundUnited Methodist Committee on ReliefMr. Jennings E. WatkinsWedgewood Boutique

$5000-$9,999AnonymousAthens First Bank & TrustAthens Regional Health SystemsMr. Merritt S. BondMr. and Mrs. Howard C. Busbey, Sr.Chastain & Associates InsuranceCLC Foundation, Inc.Cora T. Lewis Memorial TrustDalton Carpet OneMr. and Mrs. George W. Darden IIIMr. and Mrs. R. Alex Davis, Jr.Mr. J. William DouglasGerald H. & Carol F. Driver FoundationThe Price Gilbert, Jr. Charitable FundMrs. Sara M. GodwinLanier Gardens – Talmage Terrace Residents’ AssociationThe Ray M. and Mary Elizabeth Lee FoundationMr. and Mrs. James L. NewlandThe Newland Family FoundationMr. and Mrs. G. Christopher NunnThe Tyler Perry FoundationMr. and Mrs. Glen A. ReedThe Ida A. Ryan Charitable FundMr. and Mrs. John E. SingletonSt. Mary’s Health Care SystemMrs. Kathleen ThomasMr. James K. WarrenDr. William Warren IVMr. and Mrs. Carl E. Williams

$1,000 -$4,999AnonymousA.G. Rhodes Health & RehabDr. and Mrs. J. David AllenMr. and Mrs. Richard J. AndersonMr. and Mrs. William R. Arnall, Jr.Augusta Mortgage CompanyMr. and Mrs. Wayne S. BaileyMr. Allan W. BarberBarrett PropertiesMr. Thomas W. Barron, Jr.Dr. and Mrs. F. Donald BassBlueridge InternationalMr. and Mrs. David Emory Boyd, Sr.Ms. Lauri Ann BrooksJoseph G. and Inez Crawford Burtchaell FoundationMr. Jack CampRev. and Mrs. Samuel O. CandlerMr. Robert H. Carson, Jr.Mr. and Mrs. Thomas H. CarsonMr. and Mrs. Mark B. ChandlerMr. and Mrs. Donald R. ChapmanChevron Humankind Matching Gift ProgramChick-fil-AMr. and Mrs. Charles ClarkMs. Janey Mae CooleyCoweta Community FoundationCox Enterprises, Inc.Coxe, Curry & AssociatesMr. and Mrs. James B. Crew, Jr.Crew Family Charitable FundMr. and Mrs. William H. CrowleyMr. David DabbiereMr. and Mrs. Robert DanielMs. Cari K. DawsonDovetail Equipment Rental CompanyMrs. Catherine Warren DukehartEmory Alzheimer’s Disease Research CenterEmory Parkinson’s Disease & Movement DisorderEpps AviationFirst American Bank and Trust CompanyMr. and Mrs. William C. FowlerMr. and Mrs. John FoxMr. and Mrs. C. Michael FullerMs. Elizabeth S. FussellMr. W. Keith GaddDr. and Mrs. Frederick E. Gilbert, Jr.Mr. and Mrs. Taylor GloverRev. and Mrs. Joseph E. GoldenMrs. Frances G. GoodsonMr. James HalliganMr. and Mrs. Robert G. HillMr. and Mrs. Larry W. HiltonRev. Dr. and Mrs. Coy H. Hinton, Jr.Mr. and Mrs. Paul Hodgson, Jr.Ms. Bendine P. HoechstMr. and Mrs. Harry C. HowardMr. and Mrs. Robert P. Hunter, Jr.Mrs. Janet Bolen Joiner

Mr. and Mrs. Otis F. Jones IIIMr. and Mrs. Otis Welch Jones, Jr.The Junior League of AtlantaMr. and Mrs. Jeremy KilpatrickMr. and Mrs. Jack LaneMrs. Catherine D. LatimoreDr. and Mrs. Arthur E. LesesneDr. and Mrs. A. Jefferson LesesneGay and Erskine Love FoundationThe Henry Luce FoundationLucy and Lois Lampkin FoundationMr. Ellis A. MansourMary and EP Rogers FoundationMr. and Mrs. Joseph A. MathesMs. Linda MauldinMauldin and Jenkins, LLCMr. Richard McCoppinMicrosoft Matching Gifts ProgramMr. and Mrs. William A. Mitchell, Jr.Rev. and Mrs. James T. MoorMs. Louisa MouchetThe National Bank of GeorgiaMr. and Mrs. Keith OelkeJudge Charles A. Pannell, Jr.Panoz Family FoundationMr. and Mrs. Richard C. ParkerMr. Joseph W. Parks IIIMrs. Leigh Singleton ParmerMr. and Mrs. Solon PattersonMr. and Mrs. Hugh Peterson, Jr.Mr. and Mrs. Donald C. PhillipsMr. and Mrs. David PhippsPrintpack IncMs. Elinor Myers ReesMr. and Mrs. Ted RidlehuberMr. and Mrs. Clyde RodbellThe Estate of Ms. Barbara SandersMr. and Mrs. Tom F. SatterfieldMr. Thomas H. SeilerMr. and Mrs. Peter J. SheddRev. Fred G. Shelnutt, Sr.Dr. Stanton J. SingletonMr. B. Franklin SkinnerMr. and Mrs. John B. SpencerMr. Benjamin G. SpiveyMs. Carol StollMr. and Mrs. Carl E. SwearingenDr. and Mrs. J. J. Thomasson, Jr.Mr. and Mrs. Walter H. ThompsonMr. Thomas M. Tillman, Jr.The Tull Charitable FoundationMr. and Mrs. Felker W. Ward, Jr.Wesley Woods Towers Resident’s AssociationRev. Dr. and Mrs. Gary WhetstoneMr. Todd WickliffeMr. and Mrs. Claude Williams, Jr.Mr. Miller WilliamsMr. and Mrs. William G. Witcher, Jr.

$100-$499AnonymousMrs. America AbbottBernard W. Abrams Family FoundationMr. Steve AcheeAd Loy Ho Sunday School ClassThe Honorable Kimberly M. Esmond Adams

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Mrs. Dorothy AddisonMrs. Margaret AlligoodMr. and Mrs. Paul H. Anderson, Jr.Appalachian Home Health CareMr. Walter W. ArnallMr. and Mrs. William Weston ArnallAT&T- United Way Employee Giving CampaignAthens Duplicate Bridge ClubMr. Frank S. BachelderMr. and Mrs. Robert S. Baker, Jr.Mr. and Mrs. Robert Shannon Baker IIIMs. Cearie A. BalkcomBank of America Matching GiftsMr. and Mrs. Louis E. BarnesMr. and Mrs. Donald BarrettDr. and Mrs. Harry H. BarrowMr. and Mrs. G. Michael BassMr. Andrew T. BaymanMr. C. Al BeallDr. Charles BeardMr. Fred R. BellMr. and Mrs. C. Gene BennettMr. and Mrs. H. Edsel BensonMr. Marvin R. BensonMs. Jennifer BishopMs. M. Beth BlackMr. and Mrs. James L. BoyerMs. Evelyn BoyntonMr. and Mrs. Wayman H. BrantonDr. Donald L. Branyon, Jr.Brasstown Professional PharmacyMrs. Grier A. BrayMrs. Christine Darden BrennanMr. and Mrs. Burton L. BridgesMrs. David R. BrownMrs. Ethel B. BrunerMr. and Mrs. Clint BryantDr. Deborah H. Budge and Mr. Arthur N. BudgeMr. and Mrs. Charles B. BurchMr. and Mrs. George R. BurtMr. and Mrs. Richard A. CandlerMr. Michael R. CanovaMs. Susan CarlsonMs. Dianna CarrollMs. Robbie L. CausbyChapelwood Men’s ClubMr. and Mrs. Nickolas P. ChilivisMr. and Mrs. Dennis M. ChorbaDr. Benjamin C. Clark, Jr.Ms. Marjorie C. CollinsMr. and Mrs. Henry T. Collinsworth, Jr.Mr. Gerald E. ConnerMr. and Mrs. Richard Eugene Conway, Sr.Fisher Crum FoundationMr. and Mrs. William CurryMs. Lois DavisMr. and Mrs. Terry DavistonMr. and Mrs. Larry DealMs. Marisha R. DietersMr. and Mrs. Michael A. DirrMr. Gradon DoughtyMr. and Mrs. W. Homer Drake, Jr.Ms. Elizabeth L. EakesMr. and Mrs. Tom EastEast Atlanta Village People Group

Presenting Sponsor of 2013

Heroes, Saints and Legends

Mr. Arthur B. Edge IVMr. and Mrs. J. Joseph EdwardsDr. and Mrs. William R. Edwards, Jr.Mr. David W. EllwangerEmory-Adventist HospitalMr. E. Patrick EppsMr. and Mrs. Roger EstillDr. and Mrs. William B. Fackler, Jr.Mr. and Mrs. Tom Fisher FarmerMr. and Mrs. Claude FeltonMr. and Mrs. Robert L. FincherDrs. Gerald R. and Doris Y. FirthMr. and Mrs. Robert J. FisherMr. and Mrs. John H. FlemingMr. and Mrs. Robert W. FlemingMr. and Mrs. Johnny C. FowlerMs. Kim J. FrielMr. and Mrs. David H. GambrellMs. Grace M. GatliffGE Foundation Matching Gifts ProgramMr. Christopher GloverMs. Sarah Anne Goodman and Mr. James G. FarrellyMrs. Maria Schiffgens and Mr. William S. GoodmanDr. John P. GoodsonMr. B. Howard GrantMs. Susan M. GrantDr. M. Judy GreerMr. Albert GrenierMr. and Mrs. Ben GriffithMr. and Mrs. Lawrence T. Haddock, Jr.Mrs. Thomas H. HambrickMr. and Mrs. Donald K. HansfordMs. Grace L. HansonMr. and Mrs. Joe H. HarlessMrs. Nan B. HarperMr. Don HarrisMr. and Mrs. Joe Frank HarrisMs. Pamela HarrisonMr. and Mrs. David T. HaygoodHealthcare Georgia FoundationMr. and Mrs. Kevin T. HeeneyMr. Thomas M. HeeryMs. Linnie HellingerDr. Kevin T. HendlerRev. and Mrs. Charles Edward HodgesMr. Kenneth HodgesMs. Linda HubbardMr. and Mrs. Henry M. HuckabyMr. and Mrs. James M. HundMs. Elizabeth IrelandMr. and Mrs. Jack T. JacksonMrs. Mary Bess JarrardMr. Kenneth H. JohnsonMrs. Evelyn Reppard JonesBishop and Mrs. L. Bevel Jones IIIMs. Margaret G. JonesMs. Kathryn R. KingKing and Spalding LLPKiwanis Club of Coweta CountyMr. George S. Koch, Jr.Ms. Shawna LangdellDr. Daniel Jin LeeMr. and Mrs. William F. Lee, Jr.Mr. Gordon LeiterLeon’s Floors

Ms. Stephanie LeungMs. Faye A. LipfordMrs. Cullen W. LovvornMs. Renae MaddenMs. Julie MagriDr. and Mrs. Bob Baker Mann, Jr.Mr. and Mrs. Frank A. MarchmanMr. and Mrs. C. Brad MarshMr. and Mrs. Sam MassellMasters Electrical Service of BlairsvilleMr. Kevin M. McCarthyMr. J. Mark McCormickMr. and Mrs. Bryan McCullickRev. J. Sanford McDonaldMcKoon Funeral HomeMrs. Merriwether Barron McLeanMr. and Mrs. David M. McMichaelMetro Listing ServiceMs. Leposava MileusnicMr. and Mrs. Robert W. MillerDr. and Mrs. Eric Stephen MitchellMr. and Mrs. Mitchell A. MitchellMr. George MizeMs. Roshanda MontfordMr. Tommy MorganMs. Maria MorrisMr. and Mrs. Lawrence D. MossMountain Lakes MortgageMs. Louise MulherinMs. Laura Beatrice MyersMr. and Mrs. Henry NewkirkNorth Georgia Conference UMCNorth Georgia Hearing Aid SpecialistsNorth Georgia Senior CareSenator and Mrs. Sam NunnOak Grove United Methodist MenMr. and Mrs. Robert E. Oldham, Jr.Ousley United Methodist WomenMr. Nevelle A. OwensMs. Karen PageMr. and Mrs. Giovanni PalazzoloPark Street UMCMr. H. Pickens ParksMrs. Howard ParksRev. Gary M. ParrishMr. Norman W. PaschallRev. and Mrs. John H. PattonMr. and Mrs. Billy PayneMs. Donna PayneMs. Rhonda PenningtonMr. and Mrs. Lee PiersonMr. Eric PinckneyDr. and Mrs. Alan L. PlummerMs. Beverly B. PoolMr. John L. Pruitt IIIMr. and Mrs. Ted PylesMr. John RamagliaMs. Ryan Elizabeth RappMr. and Mrs. Warren H. RaryRed Hat SocietyMr. Frank S. ReeceMs. Helen L. RiceDr. and Mrs. Homer C. RiceDr. and Mrs. Peter RiceMr. and Mrs. William O. RileyMs. Leo Docia W. RisseDr. and Mrs. Rein Saral

Mrs. Mary P. SaundersMs. Rachel ScottMr. W. Allen SeparkMrs. Harriet A. SessomsRev. Dr. and Mrs. Herchel H. SheetsMr. Lewis ShropshireSizemore SecurityMr. Keith A. SlaytonMr. and Mrs. Wiley SloanDr. and Mrs. Carter Smith, Jr.Mr. William E. SmithRev. and Mrs. Elwood H. Spackman, Jr.Mrs. Betty B. StephensSTG Partners - Merrill LynchMs. Helen B. StilleyMr. Thomas E. StricklandDr. and Mrs. Louis W. SullivanSunTrust Bank, AtlantaDr. Claire Cochran SwannMrs. Sally Camp SwannMr. Walter L. TaylorMr. Clifford R. ThomasDr. and Mrs. J. Boyce ThomasMs. Martha C. ThomasTimothy Class, Peachtree Road UMCToccoa First United Methodist WomenRev. Dr. and Mrs. Edward TomlinsonMr. and Mrs. John P. Turman, Jr.Ms. Pamela TurnbullRev. and Mrs. Albert F. TurnellMr. and Mrs. James E. TurnerMr. and Mrs. Michael J. TurnerDr. and Mrs. James K. Van BurenMr. Cecil L. WalkerMr. and Mrs. Steve C. WallaceWallCo LLCMr. and Mrs. Warren WalterMrs. Elizabeth C. WalthallMrs. Veronica WarrenMr. Thomas O. WearMr. and Mrs. David J. WernerMr. and Mrs. Franklin C. WhiteDr. Martha Anne Wilkins and Dr. Christopher D. RexMs. Marion H. WilliamsMr. and Mrs. Tim WilliamsMr. and Mrs. Harold D. Williford, Jr.Rev. and Mrs. George E. Wilson, Jr.Mr. and Mrs. Jack E. WilsonMs. Joyce S. WilsonMs. Donna S. WoolfMr. Westley WorkmanMrs. Nancy Schofield WorthenMs. Audrey C. WrightMr. E. C. WyattDr. and Mrs. Pat Yancey, Jr.Mr. and Mrs. Sam J. ZamarripaMr. and Mrs. Richard Zechiel

60 years of fiscal strength and responsible stewardship FINANCIAL STRENGTH AND STEWARDSHIP are prominent among Wesley Woods’ core values. The future of senior services will be built on innovation and compassion, but a solid financial foundation will be required to carry out these services and support our mission. Our financial records are audited by an independent accounting firm each year. In addition, the Finance Committees of both the Foundation of Wesley Woods Board and Wesley Woods Senior Living’s Board provide ongoing financial oversight. Copies of our Audit Report, audited financial statements and IRS 990’s are available upon request.

FOUNDATION OF WESLEY WOODSSINCE ITS INCEPTION, WESLEY WOODS has worked tirelessly to secure philanthropic funds for the operations and capital needs of its retirement communities. In place since 1984, The Foundation of Wesley Woods, continues those efforts and also supports specific programs, geriatric health research and charitable care needs for our residents whose assets have been consumed by medical bills or simply by outliving their resources. The Foundation is dedicated to ensuring that all older adults in their care- regardless of their income level, faith, race, nationality, disability or gender- receive the attention and services they need to age with grace.

Charitable Care for ResidentsMore than 1/3 of the older adults living in our residential communities have incomes below the poverty level, and over 75% require financial assistance. Charitable giving allows our residents to stay in their apartments and receive nutritious meals if they have outlived their savings.

Capital Investment in Our CommunitiesFour of our communities are nearing 40 years of age and our aging infrastructure is in constant need of repair and refurbishment. The cost of these upgrades can be staggering. Capital improve-ments at our facilities ensure that our communities are attractive and safe for our residents.

Resident Programs and ServicesHealth and Wellness Programming at our communities provides a wide range of recreational and fitness programming in addition to high-quality preventative healthcare. These programs help our lowest-income older adults live independently for longer, with less frequent visits to the emergency room for chronic illnesses such as diabetes and high blood pressure. In addition, the Foundation also funds Chaplaincy programs to provide pastoral care for all faiths at our communities.

Geriatric Medical ResearchWe are proud to play an important role in Emory University’s ongoing work to find ways to treat, cure, or prevent Alzheimer’s and Parkinson’s diseases. Using proceeds from our Heroes, Saints and Legends event, we are privileged to be working with physicians and scientists who are world leaders in their fields, and we thank you for partnering with us to harness their talents to make these debilitating diseases a thing of the past.

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FOUNDATION OF WESLEY WOODSStatements for the fiscal year ended Aug. 31, 2013

SOURCES OF DONATIONS

FWW expenses

sources of revenueoperating expenses

operatingtevenues by sourceFWW grants

Charitable care

Capital investment

GM research

resident program

other

Individuals

United Methodist churches

Foundations

Corporations & organizations

39%

31%

17%

13%

1%1%

Program services

Administrative

Fundraising campaigns

Salaries & benefits

Depreciation & amortization

Utilities

Services

General & administrative

Interest expense

Supplies

Repairs & maintenance

External grants

Private pay

Government rental assistance

Contributions

Investment Income

Government subsidized programs

Management fees/other

37%

13%11%

11%

9%

7%

7%4%

1%

67%21%

5%4%

3%

44%

11%

38%

6%

FWW grants

Charitable care

Capital investment

GM research

resident program

other

1%

67%24%

9%

64%25%

7%

3%

FWW expenses/expendutures

56%33%

11%

sources of revenue

Individuals


Foundations


69%

22%

6%

3%

Foundations ......................................................... 69%Individuals ............................................................ 22%United Methodist Churches ...................................6%Corporations ............................................................3%

Total 100%

FWW expenses



Charitable care

Capital investment

GM research

resident program

other

Individuals


Foundations


39%

31%

17%

13%

1%1%

Program services

Administrative


Salaries & benefits


Utilities

Services


Interest expense

Supplies


External grants

Private pay


Contributions

Investment Income



37%

13%11%

11%

9%

7%

7%4%

1%

67%21%

5%4%

3%

44%

11%

38%

6%

FWW grants

Charitable care

Capital investment

GM research

resident program

other

1%

67%24%

9%

64%25%

7%

3%


56%33%

11%

sources of revenue

Individuals


Foundations


69%

22%

6%

3%

OUR ENDOWMENT

FWW expenses



Charitable care

Capital investment

GM research

resident program

other

Individuals


Foundations


39%

31%

17%

13%

1%1%

Program services

Administrative


Salaries & benefits


Utilities

Services


Interest expense

Supplies


External grants

Private pay


Contributions

Investment Income



37%

13%11%

11%

9%

7%

7%4%

1%

67%21%

5%4%

3%

44%

11%

38%

6%

FWW grants

Charitable care

Capital investment

GM research

resident program

other

1%

67%24%

9%

64%25%

7%

3%


56%33%

11%

sources of revenue

Individuals


Foundations


69%

22%

6%

3%

FWW expenses



Charitable care

Capital investment

GM research

resident program

other

Individuals


Foundations


39%

31%

17%

13%

1%1%

Program services

Administrative


Salaries & benefits


Utilities

Services


Interest expense

Supplies


External grants

Private pay


Contributions

Investment Income



37%

13%11%

11%

9%

7%

7%4%

1%

67%21%

5%4%

3%

44%

11%

38%

6%

FWW grants

Charitable care

Capital investment

GM research

resident program

other

1%

67%24%

9%

64%25%

7%

3%


56%33%

11%

sources of revenue

Individuals


Foundations


69%

22%

6%

3%

Charitable Care ............................................$719,816 Capital Improvements ................................ $275,956Resident Programs & Services .....................$75,273Geriatric Research ........................................ $32,280Other ...............................................................$14,424 Total $1,117,749

FOUNDATION GRANTS

0

$10

$15

$5

20132009 2010 2011 2012

Dol

lars

in m

illio

ns

15.4 15.817.1 17.6 18.5

WESLEY WOODS SENIOR LIVINGStatements for the fiscal year ended Aug. 31, 2013

CHANGES IN NET ASSETS

Unrestricted-Operating Revenue ................................$23,853,927-Operating Expenses .............................. $23,958,175-Operating Loss .......................................... $(104,248)-Non-operating Activity ..............................$3,376,060

Unrestricted Net Assets ............................$3,271,812

Temporarily Restricted Net Assets ...........$3,176,084

Permanently Restricted Net Assets ............$299,941

Total $6,747,837

OPERATING REVENUES

Private Pay ............................................... $15,436,977

Government Rental Assistance ...............$4,805,625

Contributions ..............................................$1,862,151

Management Fees/Other ............................$858,897

Government Subsidized Programs .............$683,395

Investment Income .......................................$206,882

Total $23,853,927

OPERATING EXPENSES

Salaries & Benefits ....................................$8,541,011

General & Administrative ......................... $2,891,290

Depreciation & Amortization ...................$2,886,820

Utilities .......................................................$2,486,200

Purchases Services ..................................$2,423,090

Interest ...................................................... $1,652,628

Supplies ..................................................... $1,643,194

Repairs & Maintenance ...............................$961,522

Grants (related external orgs) ......................$472,420

Total $23,958,175

Wesley Woods Senior Living Foundation of Wesley Woods

1817 Clifton Road NE, Atlanta, GA 30329404-728-6231

www.wesleywoods.org

Foundation of Wesley Woods Board of Directors

A. Jefferson Lesesne, MD, Chair WellPoint

Rev. Sharma Lewis, Vice Chair North Georgia Conference United Methodist Church

Kimberly M. Esmond Adams Superior Court of Fulton County

Denny Betz BellSouth Corporation, Retired

Dameron Black IV The Ben Franklin Academy

Candler Budd III New York Life

William Curtis Merrill Lynch

Rev. Glenn Ethridge Oak Grove UMC

Susan M. Grant Emory Healthcare

William F. Henagan Henagan Spencer Capital Partners

Lynn Henkel The Coca-Cola Company

Joseph Mathes DeLoitte

Louisa Mouchet Peachtree Road UMC

Christopher Nunn Windham Brannon

Kathleen Thomas Jerusalem House

Todd Wickliffe Colony Specialty

William G. Witcher, Jr. Attorney at Law

Wesley Woods Leadership

Kenneth R. Weber President and CEO Wesley Woods Senior Living and Foundation of Wesley Woods

Tracy L. Crump Executive Director Foundation of Wesley Woods

Terry L. Barcroft Vice President of Operations Wesley Woods Senior Living

W. Keith Gadd CFO Wesley Woods Senior Living

Wesley Woods Senior Living Board of Directors

Glenn D. Warren, Chair Warren Capital Corporation

John C. Ethridge, Jr., Vice Chair Smith, Gambrell & Russell

Ellen A. Bailey Midtown Cardiology Group

Pam Betz BellSouth Corporation, Retired

Merritt S. Bond Bank of America, Retired

Rev. Jane N. Brooks North Georgia Conference United Methodist Church

Susan M. Grant Emory Healthcare

Rev. Coy H. Hinton, Jr. North Georgia Conference United Methodist Church

John H. Lawrence Anchor Partners

A. Jefferson Lesesne, MD WellPoint

Christopher Nunn Windham Brannon

Bishop B. Michael Watson North Georgia Conference United Methodist Church

Helping people age with grace for 60 years. - 0104.nccdn.net0104.nccdn.net/1_5/24f/3c4/0af/WW_2013AR_6wb.pdf · Helping people age with grace for 60 years. ... in Atlanta persuaded

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