Moving Forward with Direction · 2017. 9. 7. · 2 Seabury | An Active Life Community | Seabury | An Active Life Plan Community | Annual Report 2015 Annual Report 2015 Richard C.

annual report 2015

Moving Forward with Direction

Seabury | An Active Life Community | Annual Report 2015Seabury | An Active Life Plan Community | Annual Report 20152 2

Richard C. Heath Executive Vice President & CEO

Dear Friends of Seabury,I’m amazed as I reflect back on 2015. It has been a whirlwind of activity and change but most significantly, it was a year of investment – in campus infrastructure, in community outreach and in the strength of Seabury, both today and for years to come. Our infrastructure investment included:

• PhaseAofourthree-phaserepositioningandexpansionstrategicplanisnearingcompletion.Thisphaseoftheprojectincludedcompleteredesignofthemainentranceandadministrativeoffices,expansionoftheCreativeArtsStudio,refurbishing ofthe4thand5thfloorcommons,anewsalon/spa,anew“pre-function”spaceandanexpandedkitchenandbistro;

• InstallationofemergencygeneratorsthatwillprovidefullpowertoSeaburyintheeventofapoweroutage;• NegotiationofanagreementwithGEtoinstalltwosolararraysatSeabury;• ExpansionoftheNorthGamingAreatoincludeapickleballcourtandexpandedparking.

Our community outreach investment included broadening Seabury’s participation in the local community through:• ParticipationintheChamberofCommerceGrubCrawl;• HostingtheBloomfieldRotary’sWineandBeerFestival;• ProvidingsponsorshipstotheConnecticutHistoricalSocietyandHartfordSymphony;• Repurposinghouseholdappliances,cabinetryandotheritemsthroughHabitatforHumanity’sRestoreinBloomfield;• Donatingindustrialkitchenequipmentandofficeequipmenttoothernot-for-profitsthroughLeadingAgeConnecticut.

SeaburycontinuestomaintainflourishingoccupancyacrosstheLevelsofLiving.Aswelooktowardthefuture,maintaining thislong-termstabilityanddesirablemarketpositionforSeaburyrequiresthethoughtfulplanningbeingdonetoday.Tothisend, we have focused efforts on:

• ExpansionofSeaburyAtHomeintotheNewHavenmarket,whichhasbroughtnewpartnershipstoenhanceservice andprogramofferings;

• ThepurchaseoflandinSimsburyatPowderForestforpossiblefuturedevelopmentasasecondcampus;• RobustpresalesofunitsintheSouthWing,the68-unitapartmentwinginPhaseBofourrepositioningandexpansion,

duetobreakgroundthisspring.Asofthiswriting,42unitswereunderqualifieddeposit.Clearlytheword‘whirlwind’isaproposfor2015.IwouldberemissifIdidnotoffermysincerestappreciationand gratitudetoouramazingresidents,staffandBoardfortheirsupport,patienceandparticipationduringSeabury’s transformation. It is their contribution that is most meaningful.Sincerely,

RichardC.Heath ExecutiveVicePresident&CEO

Seabury continues to maintain flourishing

occupancy across the Levels of Living.”

“

3

I have been privileged and humbled to be

a member of one of the most committed boards that anyone

could imagine.”

“

A. Raymond Madorin President, Board of Directors

Dear Friends of Seabury,

Preparingtowritethis,myfifthandfinalannualreportasthePresidentoftheBoardofDirectors,Icannothelpbutreflect not only on the past year, but on my nine years as a member of the Seabury community. In 2007, the economy wasflourishingandsowasSeabury.AnewbuildingwasdesignedfortheBrown’sGreenhousepropertyandalongcametheGreatRecessionof2008,cancellingthoseplans.July2009broughttheEastWingfire,andinAugust2011ouronlyCEOtothattime,JohnMobley,passedandthenweallsufferedthroughtheOctobersnowstormof2011.Whilenoneofthese events were in any way welcome, they collectively displayed the strength and camaraderie of both the residents and staff. I truly believe that Seabury emerged as a stronger institution from these travails. In February 2012, Seabury brought onboardRickHeath,ourcurrentCEO.Withagraduallyimprovingeconomy,Seaburywasonceagaininapositiontocontinueitstraditionofbeingaforward-lookinginstitution.

Toprepareforthemuchneededimprovementstoourexistingfacilities,Rickputtogetherateamofoutside professionals and current staff that impressed the investor community so much that we were able to obtain financing at a very favorablerateandbringininvestorsthathadneverpreviouslyinvestedinseniorlivingcommunities.Thefirstphaseoftheseimprovementswillbecompletedsoon.ThefinancialsareontrackandtheadministrationandBoardareactivelyplanningonthestartofthenextphases.

TheBoardcontinuestobeconsciousofthefactthatSeaburyisafaith-basedinstitutionwithahistorydatingbackto1876.TheBoardisprimarilydedicatedtoourcurrentresidentsbybeingproperstewardsoftheinstitution’sassetsandfinances.ItfullyintendstoensurethatSeaburywillmaintainitshistoryofgrantingtheresidentsthehighestqualityoflifewhile also positioning itself for future success.

I retired from the board having served my time limit. I have been privileged and humbled to be a member of one of the mostcommittedboardsthatanyonecouldimagine.Itiswell-positionedtocontinuetoprovideexcellentgovernanceledbyitsnewpresident,GaleMattison.Additionally,myheartfeltthankstotheentirestaffofSeabury;theycontinuetoamazeme.Fornearlyeveryoneitisnotjustajob,butapassion.

AttheAnnualMeetingoftheMembersinNovember,werecognizedthemanycontributionsofthosedirectorswhowereleavingtheirpositions:TheRev.PaulBriggswhoresignedwhenhiswife,alsoanordainedpriest,tookacalltoaparishinNewJersey,andPriscillaVietswhoalsoresignedduetoanout-of-statemove.Wewelcomedthreenewboardmembers,Rev.GeorgeRoberts,Rev.Erl“Puck”PurnellandMarnieMueller,Ph.D.Theiradditionwillinsurethe continuedvibrancyandcommitmentofSeabury’sBoardofDirectors.

Respectfully,

A.RaymondMadorin President,BoardofDirectors

Seabury | An Active Life Plan Community | Annual Report 2015

Rev. Canon WilboRne a. austin, bishop’s RepResentative

•Vicar,St.Stephen’sParish,Bloomfield•Member,BloomfieldClergyAssociation•BoardMember,Bloomfield

InterfaithCommunity•Bishop’sRepresentative,Boardof

Directors,ChurchHomeof Hartford,Inc.

thomas e. andeRsen•DirectorofEngineering,BartlettBrainard

Eacott,Incorporated•PastChairman,UniversityofHartford

ConstructionInstitute•USGBCLEEDAccreditedProfessional•BoardofDirectors,ChurchHome

ofHartford,Inc.;Chair,Building&GroundsCommittee

RiChaRd m. bRidbuRg, m.d.•PsychiatristACTT,CommunityHealth

Resources•PastClinicalDirector,InstituteofLiving•PastPresident,CTPsychiatricSociety•PastSpeaker,AmericanPsychiatric

AssociationAssembly•PastMember,BoardofTrustees,APA•SeniorLifeFellow,APA•PastMedicalDirector,CHR

•ExecutiveFinancialOfficer,StateofConnecticut,Retired

•PastChiefFiscalOfficer,ConnecticutDepartmentofCorrection

•PastVestryMember,St.James’sEpiscopalChurch,WestHartford

•PastJr.Warden,St.James’sEpiscopalChurch,WestHartford

•PastMember,BoardofDirectors,UniversityofConnecticutHealthCareFinanceCorp.

•PastViceChairman,BoardofDirectors,ConnecticutLotteryCorporation

•Treasurer,TibetanTerrierClubofAmerica•Veteran,UnitedStatesArmy1968-1971•VicePresident,BoardofDirectors,Church

HomeofHartford,Inc.

gale a. mattison, pResident

•ExecutiveVicePresident/CEOSeabury•LicensedNursingHomeAdministratorFLandOH•PastDirector,ArmedForcesRetirementHome,

Gulfport,MS•PastExecutiveDirector,NorthFloridaRetirement

Village,Gainesville,FL•PastVicePresident,NewBusinessDevelopment,

SearsMethodistRetirementSystem,Abilene,TX•PastPresident/ManagementConsultant,

RickHeath&Associates,LLC

•PastPresident/CEO,GulfCoastVillageRetirementCommunity,CapeCoral,FL

•PastPresident,RotaryClubofCapeCoral,FL•PastmemberofAmericanAssociationofHomes

andServicesfortheAging,HouseofDelegates•Pastmember,AAHSAstateaffiliateboards

inOH,MA,andFL•BoardofDirectors,SeaburyAtHome,Inc.•BoardofDirectors,SeaburyMemoryCareCenter,Inc.•BoardofDirectorsChurchHomeofHartford,Inc.

RiChaRd C. heath, exeCutive viCe pResident

•PrincipalandConsultingActuary, Milliman,Inc.

•Fellow,SocietyofActuaries•Member,AmericanAcademyofActuaries•FacultyMember,AmericanAcademyof

ActuariesLife&HealthQualificationsSeminar

•Facilitator,SocietyofActuariesFellowshipAdmissionsCourseandAssociateshipProfessionalismCourse

•Chairman,InsuranceBoardforDiocese ofConnecticut

•Member,StateofConnecticutContinuing CareAdvisoryCommittee

•FormerVestryMemberandFinanceCommitteeChair,St.James’sEpiscopalChurch,WestHartford

•BoardofDirectors,SeaburyCharitableFoundation

William J. thompson, tReasuReR

•Physician•Director,RheumatologyClinic,

HartfordHospital•AssistantClinicalProfessorofMedicine,

UniversityofConnecticutSchoolofMedicine•PastMajor,U.S.ArmyMedicalCorps.•PastBoardofDirectors,Hartford

HealthcareCorporation•PastPresidentoftheMedicalStaff,

HartfordHospital•PastChief,DivisionofRheumatology,

HartfordHospital

•PastBoardofDirectors,HartfordCounty MedicalAssociation

•PastChairman,PhysicianHealthCommittee,HartfordCountyMedicalAssociation

•PastChairman,HartfordPhysician-HospitalOrganizationadhocCommitteeonMedicareRiskContracting

•PastPresident,HartfordPhysician-HospitalOrganization

•PastPresident,HartfordPhysiciansAssociation

Jonathan a. dixon, m.d., viCe pResident

doRis aRmstRong•VicePresidentofNursing,HartfordHospital,Retired•PastVicePresidentofNursing,JohnsHopkins

Hospital,Baltimore•PastChairmanoftheBoard,HospitalforSpecial

Care,NewBritain•Corporator,HospitalforSpecialCare•PastBoardofDirectors,Seabury

CharitableFoundation•Member,CommissiononAging,Bloomfield•ResidentDirector,BoardofDirectors,Church

HomeofHartford,Inc.•CHHICommitteememberHealthCareServices•CHHICommitteememberGovernance

•PastChairman,MedicalAdvisoryBoardoftheHartfordPhysiciansOrganization

•PastBoardofDirectors,Hartford PhysiciansOrganization

•PastU.S.ArmyEurope,ConsultantinRheumatologyandImmunology

•BoardofDirectors,ChurchHome ofHartford,Inc.;Chair,Health CareServicesCommittee

•BusinessManagerandEngineer,Pratt&Whitney,Retired

•PastPilot,UnitedStatesAirForce•Cemeterian,OldSt.Andrew’sChurch,

Bloomfield•ComputerandWebPage/Media

AdministratorVolunteer,NewEnglandAirMuseum

•PastTreasurer,NewingtonAmateur RadioLeague

•PastTreasurer,BoardofDirectors, SeaburyAtHome,Inc.

•Treasurer,BoardofDirectors,Seabury CharitableFoundation

•BoardofDirectors,ChurchHomeofHartford,Inc.;Chair,NominatingCommittee

RobeRt stanWood, seCRetaRy

•USNavyPsychiatrist,1966-1968•PastAssistantClinicalProfessor,UConn•PastMember,CTMedicalExaminingBoard•BoardofDirectors,ChurchHomeof

Hartford,Inc.

SeAbuRy | 2015 board of directors

bishop ian t. douglas, ChaiRman

•BishopDiocesan,EpiscopalDioceseofConnecticut,Overseeing168+Parishes&AffiliatedOrganizations

•Chair,BoardofDirectors,ChurchHomeofHartford,Inc.

•MemberoftheAnglicanConsultativeCouncilandStandingCommitteeoftheAnglicanCommunion

•FormerAngusDunProfessorofMissionandWorldChristianity,EpiscopalDivinitySchool,Cambridge,MA

4

donna R. galluzzo, ph.d.•President,Corridor•President&CEO,HMSHealthcare

ManagementSolutions,Inc.•PastPresidentandChiefOperating

Officer,ConnecticutVNA,Inc.•BoardofTrustees,ChairandExecutive

Committee,ConnecticutBusiness&IndustryAssociation(CBIA)

•TreasurerandBoardofDirectors,WomenOrganizingWomenPoliticalActionCommittee

•SenatorialInnerCircle,PresidentialTask Force – participation

•BoardofDirectorsandAuditCommittee,ProteinSciencesCorporation

bRadfoRd s. babbitt•EquityPartner,Robinson&ColeLLP•MemberAmericanBarAssociation•Chair,ContentManagementCommittee,

SectionofLitigation,ABA•FederalBarCounciloftheSecondCircuit•RankedinChambersUSA,and

BenchmarkLitigation•ChancellortotheBishopDiocesanofthe

EpiscopalDioceseofConnecticut•PastTournamentChairmanof

theTravelersChampionship•BoardofDirectors,ChurchHomeof

Hartford,Inc.

•Treasurer,BoardofDirectors,ChurchHomeofHartford,Inc.;Chair,Finance&AuditCommittee

•BoardofDirectors,VictimsRightCenterofConnecticut

•Corporator,BristolHospital•Corporator,ConnecticutCommunity

Care,Inc.•PastPresident,BoardofDirectors,

InvestmentCommitteeChair,GoodwinCollegeFoundation

•BoardofTrusteesandExecutiveCommittee,GoodwinCollege, EastHartford

•BoardofDirectors,ChurchHome ofHartford,Inc.

•PastTreasurerandBoardofDirectors,

YoungPresident’sOrganizations (YPO-CT)

•BoardofDirectors,ConnecticutAssociationforHealthCareatHome

•PastPresidentandBoardofDirectors,NationalAssociationofWomenBusinessOwners,CT

•BoardofDirectors,TheKeeneyManufacturingCompany

•PastBoardofTrustees,Independent Day School

•PastVicePresident,BoardofDirectors,SeaburyAtHome,Inc.

•BoardofDirectors,SeaburyAtHome,Inc.

Seabury | An Active Life Plan Community | Annual Report 2015 5

paul W. gloveR, iii•ChairmanandCEO,ISGHoldings,Inc.•VestryMemberandformerTreasurer,St.John’s,WestHartford•PastSr.VicePresident,TravelersCorporation•PastBoardofDirectors,LovelaceRRI•PastMember,CSCPA•BoardofDirectors,SeaburyCharitableFoundation•BoardofDirectors,ChurchHomeofHartford,Inc.

haRold l. Rives, iii•CertifiedProfessionalAccountant•Co-founder,NewEnglandGuildWealthAdvisors•Pastofficer,UnitedStatesNavy•Member,St.John’sEpiscopalChurch,WestHartford•BoardofDirectors,NewBritainMuseumofArt•BoardofDirectors,ConnecticutHealthFoundation•BoardofDirectors,NutmegBigBrothersBigSisters•BoardofDirectors,VOCE,Inc.•BoardofDirectors,ChurchHomeofHartford,Inc.

paul R. bRiggs ii•Rector,St.Mary’sParish,Manchester•ChurchWorldServiceCROPWalkCoordinator•Dean,HartfordDeanery•BoardofDirectors,ManchesterAreaConferenceof

ChurchesCharities•BoardofDirectors,SeaburyAtHome,Inc.•BoardofDirectors,ChurchHomeofHartford,Inc.

pRisCilla b. viets•Corporator,HartfordHospital•PastPresidentandBoardMember,HartfordHospitalAuxiliary•Member,SocietyofDanielWadsworth,WadsworthAtheneumMuseumofArt•Member,Women’sCommitteeoftheWadsworthAtheneumMuseumofArt•PastMember,AdultChristianFormationCommittee,TrinityEpiscopal

Church,Hartford•PastStewardshipChair,TrinityEpiscopalChurch,Hartford•Member,HartfordChorale•BoardofDirectors,SeaburyCharitableFoundation•AssistantSecretary,BoardofDirectors,ChurchHomeofHartford,Inc.

ConstanCe bain•RegionalTeller,BankofBoston,Retired•ParishClerk,ChristChurchCathedral,Hartford•Member,UshersGuild,ChristChurchCathedral,Hartford•Treasurer,SaintBarnabasGuild,HartfordChapter•Secretary,NationalExecutiveBoard,SaintBarnabasGuild•BoardMember,LarrabeeFundAssociation•Corporator,VillageforFamilies&Children•President,SeaburyAuxiliary•BoardofDirectors,ChurchHomeofHartford,Inc.

directors | eLeCted in 2015

directors | RetiRed in 2015

•Attorneyinsolepractice•President,HartfordCountyBar

Association,1989-1990•FormerVestryMemberandSr.Warden,

St.James’s,WestHartford•BoardofTrustees,GoodwinCollege

(ChairofFinanceCommittee, EastHartford)

•Treasurer,FarmingtonExchangeClub

•BoardofDirectors,SeaburyAt Home,Inc.

•BoardofDirectors,SeaburyCharitableFoundation, Inc.

•PastPresident,BoardofDirectors, SeaburyMemoryCareCenter,Inc.

•PastPresident,BoardofDirectors, ChurchHomeofHartford,Inc.

a. Raymond madoRin, diReCtoR emeRitus

John R. WadsWoRth•ITProfessional,CignaCorporation•PastOperationsManagerforPrinttoMail&

AdministrativeServicesBudgetLead, StateofConnecticut

•PastDeck&WeaponsOfficer,USSNashville•Vestrymember,EucharisticMinister,Education

forMinistrygraduate,St.James,WestHartford•BoardofDirectors,ChurchHomeof

Hartford,Inc.,BuildingandgroundsCommittee,FinanceandAuditCommittee

James a. tRail•ITExecutive,TravelersInsuranceCompany,Retired•Colonel,USArmyReserve,Retired•BoardMember,WintonburyLandTrust•PastBoardMemberandChairofInvestment

Committee,ChristianActivitiesCouncil,UCC•PastSeaburyResidentCouncilTreasurer•Chair,Seaburyresidents’Finance&

BudgetCommittee

•Member,Seaburyresidents’Building&GroundsCommittee, TrailsCommitteeandCommunicationsCommittee

•PastChair,Seaburyresidents’TrailsCommittee•ResidentDirector,BoardofDirectors,ChurchHomeofHartford,

Inc.;Chair,InvestmentCommittee,memberBuildingandGroundsCommitteeandHealthServicesCommittee

Rev. geoRge C. RobeRts•Rector,St.JamesParish,Farmington•ClinicalPastoralEducationatGoodwinHouseandBailey’s

Crossing,Alexandria,VA•CompanionsinMission,EpiscopalChurchinConnecticut•MasterofDivinity,VirginiaTheologicalSeminary•AssistantProfessorofTheatre,theUniversityofSouth

Carolina,Columbia;CulverStocktonCollege,Canton•MasterofFineArtsinTheatre,UniversityofMississippi

•EpiscopalPriest•RetiredRectorofOldSt.Andrew’sChurch,Bloomfield•NavalAviator&DistinguishedNavalGraduate•Classroomteacher•FounderOberon,SmallBusinessComputing•DirectorofAnnualGiving&AlumniSecretary,Kent

School•DirectorofDevelopment,BerkeleyDivinitySchool&

Yale Divinity School

Rev. eRl g. (puCk) puRnell

•Author—A Seakayaker’s Trip Planner & Logbook;A Sampler of Poems;Mainely Poems;Through Mark’s Eyes as well as numerous articles and essays

•Builderofkayaks&carverofGreenlandstylepaddles•Sometimepilotofa1941J-3PiperCub

•RetiredSeniorVicePresident,ConnecticutMutualLifeInsuranceCo.

•PastconsultanttotheEpiscopalDioceseofConnecticut for rector search and strategic planning

•PresidentofTrusteesforReceivingDonationsforthe SupportoftheBishop

•Chair,BoardofDirectors,InstituteforCommunity Research,Hartford

•Trustee,ElizabethColtBequest

maRnie W. muelleR, ph.d.

5


SeAbuRy | Year in review

Once again in 2015, Seabury demonstrated its capacity to innovate, stay on the cutting edge of industry direction and enhance life for people who live here now and those who will be here in the coming years.

Workingwithoneeyeonthefuture,TheSeaburyAtHomeBoardofDirectorsandtheSeaburyCharitableFoundationannouncedthedevelopmentofajointLimitedLiabilityCorporation(SeaburyatPowderForest,LLC).ThisLLCwasformedtopurchase15acresoflandat200PowderForestDriveinSimsbury,Connecticut.Eachcorporationwillassumehalfthedebt,whichissimply the transfer of a cash investment to a land investment. It is important to emphasize that this land is for possible future development, which will not beactivelyinvestigateduntilPhasesBandCofSeabury’scurrentexpansion planarecompleted.ThispropertyprovidesSeaburytheopportunityto expanditsmissionintotheFarmingtonValleyandreducetheriskof outside competition in that market.

Seabury’sPhaseAoftherepositioningprojecthasremainedonscheduleandaddedorenhancedcommonspacesforourresidentstoenjoy.WhileourCulinaryDepartmentwastemporarilydisplaced,theyreturnedtotheirspace in December to find the bistro near double in size, with the addition of severalexcitingfeaturesincludingapizzaovenandafiredeckfor made-to-orderdelicacies.

AlsoenhancedwasHearthsideParlor,providinganupdatedsocialspaceformorningcoffeeandpre-dinnerdrinksforourresidents,whocanenjoy themselvesbothintheparlor,aswellasontheexpandedterracethatextends tosurroundtheMainDiningRoom.Additionally,residentswillbenefitfromtheexpanded,multipurpose“CreativeArtsStudio”aswellastherelocatedandrenovatedbank,mailboxes,andthenewsalon/spa.Thesalon/spaoffersafullmassagetherapysuiteandwillsoonofferafull-servicesalonexperience.While“ACutAbove”willremaininserviceforresidents,thenewsalon/spaspace will provide another stylish and convenient space for Seabury residents and memberstoenjoysalonservicesonthegroundlevel.

Lookingahead,PhaseBwillbringtheadditionoftheSouthWing. Withagroundbreakingceremonyandthestarttoconstructionplanned forSpring2016,theSouthWingwillbringwithit68newapartment homes, a satellite fitness center, and a new underground parking garage.

Additionally,thePhaseBexpansionincludesa225-seatchapel/auditoriumforevents and performances.

PhaseCwillincludetheexpansionofourHealthServicesareas,includingthe additionofaprimarycaresuite,anexpandedclinicandrehabarea,aswellasnewone-bedroomandtwo-bedroomassistedlivingapartmentsandskillednursingunits.

ThispastyearhasincludedgrowthbothofSeabury’scampus,aswellasits community.Residentsandstaffhaveseenthechangesgofromblueprintsonapagetonew,functionalspacebeforetheireyes.Thenewmainentrancewillboast a welcoming central lobby and inviting space for incoming visitors.

AmongsomeofthenewmembersofourcommunityareourSeaburyAtHomeNewHavenmembers.TheSeaburyAtHomeNewHavenprogram,launchedin2015,hastakentheservicesofSeaburyAtHometoapopulationin NewHavencountylookingtobenefitfromlifeplanningathome.Informationsessionsbeganinthefallof2015,andhavecarriedinto2016.SeaburyAtHomeisexcitedtoshareitsmissionwithabroaderpopulation,andcontinuesto remain on the leading edge of the industry.

Otherimprovementshavecomeaboutonourcampusaswell.AsofJanuary1,2015,Seaburybecamecompletelysmoke-freeintheinterestofpromotingourvisionofWellnessforLifeonalllevels.Inanothercampus-wideinitiative,Seabury gained full generation for the entire site, meaning that even in the worst ofweatherresidents’livesandstaff’sworkwillnotbeinterruptedbyunexpectedlossofpower.Wehavealsoenjoyedanotheryearwith“BestofHartford”statusforourcommunity—makingourtimeontopofthelistaseven-yearrun.

Indeed,inthebeginningof2015,thesnowandcoldseemedendless.Residentsendured through a rich variety of available programs. Storytellers, plays, musical acts, and the ongoing activities of clubs and committees helped to stave off winter weariness.BetweenFebruary’sMardiGrasluncheonandMarch’sGreatGatsbyDinner Dance, Seabury residents kept festivities going from winter into spring.

ThesummerwasfilledwitheventsundertheBigWhiteTent—from musicalgatheringsandcornholegames,todinnersintheevening—thisbecamethe hub of activity in the warmer months.

EarlySeptemberweatherprovedtobeexcellentcanoeing conditions for a group ofresidentstopaddledowntheFarmingtonriver.Twenty-strongonthewater,

Seabury | An Active Life Plan Community | Annual Report 2015 7 7


continued

these residents were able to meander down the river in late summerweatherviewingtrees,wildlife,andthequietwakeof the river against the sides of their canoe.

On another adventure in October, Seabury residents took an autumntriptoNewHampshiretoexploreNewEngland’scovered bridges. Fall foliage and historical structures spotted thecountrysideandourSeaburyleafpeepersenjoyedtheBerkshireweatherandbucolicscenery,andevenstoppedtotake “selfies” in front of some of the structures.

InNovember,agroupofSeaburymembersandresidentscametogethertorecreate12iconicHollywoodscenes—including classics like TheSoundofMusic,SomeLikeitHot, and Singin’intheRain. Our theatrical talent on campus continues to be a great source of Seabury spirit. Thecalendargotsomuchattention,itevenwounduponWTNH’s“CTStyle”andintheHartfordCourant.Alsothisyear,thefirstfolkdancinggroupwasformedbyresidents.“TogetherWithMusic”folkdanceensemblegottogether in increasing numbers to celebrate this tradition andgetsomeexerciseatthesametime.Inanotherexcitingdevelopment,residentsinitiatedanewGamingCommitteetobeimplementedin2016.Withtheadditionofthe pickleballcourtattheHilltopGamingArea,thisgroup will have plenty of sporting to do in the coming year. Seabury continues to be more active than ever!

Leadership Development and Notable Accomplishments at Seabury

Leadership Academies

AtSeabury,weareproudtobeabletooffermultiple leadership and growth opportunities for staff, particularly throughassociationwithourlocalandnationalLeadingAgeorganizations.Mostnotableisthepast,currentandfutureparticipationofselecthigh-potentialSeaburyemployees

intheLeadershipAcademieswhichareyear-longrigorousdevelopment programs designed to enhance the leadership skillsandcorecompetenciesofnot-for-profitleaderswithinourmembership.Participantsareexposedtoinnovativeorganizations and the people responsible for transforming careandservicedeliveryinourfield.Theyalsogaindiverseperspectives from seasoned leaders and colleagues in the field to foster a deeper understanding of issues facing agingserviceproviders.Theypursuegraduatelearning experiencesandparticipateinanactionlearningprojectwhere they learn through initiating a new, creative program or practice at Seabury. Our organization can thus benefit in many ways by supporting these employees as they grow in their careers. ParticipantsthusfarintheNationalLeadingAgeLarryMinnixLeadershipAcademyaregraduatesPegeenSullivan,VicePresidentofCommunityLife,andHeatherStanton,DirectorofResidentServices.Currently,GwynneDeveau,VicePresidentofHumanResources,isparticipatingatthenationallevel.GraduatesfromtheConnecticutLeadingAgeLeadershipAcademyareChiefStrategyOfficerandVicePresidentofCommunications,ReneeBernasconiandDirectorofRehabilitation,SylviaDiBiasi.Current participantsareTiffanySmith,ActivitiesCoordinatorandClaudiaSmith,AssistantDirectorofNursing.Weareparticularlyproudofthenationalpresentations givenattherecentLeadingAgeAnnualMeetingand ExpoinBostoninNovember2015.PegeenSullivan presentedaspartofapaneladdressing“CreatingInclusiveCommunities”,andHeatherStantonandGwynneDeveaupresented“WellnessAcrosstheContinuum:ATeamApproach”.InadditiontoSeabury’spresenceasan exhibitor,staffwereabletolearnfromtheesteemed keynotespeaker,AtulGawande,M.D.,M.P.H.,authorof BeingMortal:MedicineandWhatMattersintheEnd. Opportunities like this conference allow Seabury Staff to

SeAbuRy | Year in review


Tiffany Smith

Claudia Smith


expandtheirknowledgebase,professionalnetwork,and familiarity of industry best practices to better serve Seabury residents.Residentrepresentativesalsoattendedtolearnandshare their enthusiasm for Seabury in national conversation. BecauseofitsproximitytoHartford,wewereparticularlyhappy to be able to send a large number of staff for the day. Atyetanothernationalvenue,ourownChaplainBobBergnerpresentedattheInternationalCouncilofActiveAgingannualmeetinginNovember,onthesubject ofhisworkwith“SingingintheBrain.”

Professional Designations

Wearealsopleasedtoreportthatourstaffarehardat work adding to their skill set with additional professional education.Mostnotably:

• DirectorofNursing,KathyWarrenandSeniorVicePresidentandChiefStrategyOfficerReneeBernasconihavebothcompletedtheextensivecourseworkandinternshiprequiredtoachievetheLicensedNursingHomeAdministratordesignation.Inaddition, KathyWarrenbecamecertifiedbytheNationalAllianceofWoundCareandOstomyandisnow“WoundCareCertified”–averysignificantcredentialassuringcontinued excellenceincareinourSkilledNursingservices.

• VicePresidentofHumanResources,GwynneDeveau,becamecertifiedasaPHR–ProfessionalinHumanResourceManagement,bytheHumanResourcesCertificationInstitute.Thisisacoveteddesignationinthefield,andrequiresmanymonthsofclassandstudy.

Employee Accomplishments

Seabury is also proud to be able to promote many dedicated staff members to more senior position benefitting both them andourorganization.Amongthe2015promotionsare:

• GwynneDeveau–VicePresidentof HumanResources

• SheriKnowlton–SeniorAccountant

• OmarSantiago–SupervisorofHousekeeping• TinaDuPont–DirectorofMarketingand

Communications• StephenKratzke–AssistantDirectorofSecurity• BethLomasky–DirectorofHealthCareMarketing• Stacy-AnnWalker–AdministratorofSeabury

VisitingNursesaswellasDirectorofCommunityOutreach Services

• NicholeGonzalez–CulinaryDiningRoomManager• MattMcGowan–AssistantDirectorofFitness

andWellnessOurCEO,RichardHeath,waselectedtotheLeadingAgeConnecticutBoardofDirectorswherehewillcontributehissignificantexpertisetowardsmeetingthechallengesofagingservicesprovidersinConnecticut.VicePresidentofEnvironmentalServices,EdOwen,recentlyreceivedadoubleMastersdegree–anM.B.A.andM.S.inGreenBuildingSciencefromSanFranciscoInstitute ofArchitecture.Finally,anexhaustivelistofstaffaccomplishmentswould fill a small book, but there is one in particular that must be highlighted, and that is the software conversion that occurred last year to a new accounts receivable system called MatrixCare.Thissystemisresponsibleforaccuratebillingofourthirdpartypayers,Medicare,MedicaidandInsuranceCompaniesaswellasresidents.Thebulkofthisdetailed andcomplexworkwasdonebySeniorAccountant, SheriKnowlton,andbyBillingandReimbursementSpecialist,LorryPlude.Thefinancialsideofour not-for-profitcorporationisextremelycomplicated, heavilyregulatedbytheGovernment,anddependent onthedelicatemixofprivatepayandgovernment reimbursements.Thediligentworkandsignificant overtimeexpendedovermonthsbythesededicated employees was absolutely crucial to the smooth running of our financial operation and to Seabury’s ongoing success.

9

Lorry Plude

Sheri Knowlton


SeAbuRy | south wing

TheSouthWingisnowcloserthanever.WithagroundbreakingscheduledforMay2016,Seaburyislookingforwardtogettingstartedonthismajorexpansionofitscampus.

SeaburyhaspartneredwithSFCS,aleading,nationallyrecognizedfull-servicearchitectural,engineering,andinteriordesignfirm.They specialize in the senior living, higher education, andcivic/publicmarkets.SFCShassuccessfullyplannedanddesignedover800seniorliving,educational,andhealthcareprojectsthroughouttheUnitedStates.AtSeabury,wehavealreadyseen the impressive design that has been accomplishedinPhaseAofourrepositioning,and are looking forward to the construction of theSouthWingandPhaseCofthisproject.

SinceMarch2015,depositorshavebeen making a commitment to live in the South Wing.Aswemoveinto2016withover60% of the apartments under deposit, present and future Seabury residents can begin to see physical progress happening before their eyes. Importantly, Seabury is continuing its commitmenttoseekingGreenGlobes® certificationforPhasesBandC,aswas achievedinPhaseA.Thisinterestinproviding sustainable and environmentally conscious building design has proven to be an important element of building the ideal space for incoming Seabury residents.

ThosecomingtoliveintheSouthWingwillenjoyhighlevelfinishesandunrivalledviews


68

&

Independent LIvIng ApARtments

72 pARkIng gARAge spAces

2 sAteLLIte FItness AReAs

9 new meetIng Rooms

200,000AppRoxImAteLy

squARe FeetSouth Wing Rendering


fromthehilltopvantagepointtheSouthWingwilloccupy.

Some of the features of these new apartments will include:• Granitecountertops• Floor-to-ceilingwindows• Customchoicesinflooring• Woodcabinetryinmultiplefinishoptions• Stainlesssteelappliances• Walk-inshower• Openfloorplan• Energyefficientwasher/dryer• HunterDouglasblinds• Undergroundparkinggaragespace

In addition to the interior space of the apartments in the South Wing,therewillalsobebenefitsaddedtothecommunity. Additionalcommonspacesformeetingsandclasseshave beenincludedintheplans.Thesatellitefitnesscenterwill provideanadditionalspaceforFitness&Wellnessactivities intheheartofcampus,andtheproximitytothenew Chapel/Auditoriumwillalsobenefitresidentsastheyenjoy a myriad of events.

ConstructiononPhaseCwillrunconcurrentlywiththePhase BworkontheSouthWing.Thispartoftheprojectwillbea significantexpansionandrenovationtoSeabury’sHealthCenter. WithPhaseCcomes12additionalSkilledNursingbedsanda state-of-the-artrehabsuite;renovatedAssistedLivingstudios, one-andtwo-bedroomapartments;arenovatedClinic,and the addition of a full primary care suite will be elements of thisthirdphaseoftherepositioningproject.Theprojectwill becompletedinMayof2018,positioningSeaburyforthe futureasaLifePlanCommunityleader,bothlocally and nationally.

Chapel/Auditorium Rendering

&pARkIng gARAge spAces

sAteLLIte FItness AReAs

new meetIng Rooms

squARe Feet

South Wing Rendering


SeAbuRy | spiritualitY & music

Itwasanotherspiritually-richandfulfillingyearinthe SeaburyChapelandCenterforSpiritualitycommunities.Amongotherhighlights,ourChaplaincyinternship program continued into its fourth year and we were graced by two wonderfully caring and generous chaplains-in-training—TaniaBouteneff,aClinicalPastoralEducationstudentatHartfordHospital,andMelinaDezhbod,aSocialWorkstudentatSt.Joseph’sUniversityanda postulantforordinationintheEpiscopalChurch.We congratulateTaniaforbecomingamemberofthechaplaincystaffatHartfordHospitalandaredelightedthatMelinawillcontinue with us for several more months, ministering to with Seabury residents and staff.CindySenk,ourDirectorofFitnessandWellness,andChaplainRobertBergnerledaverysuccessfulhalf-dayyogaandmeditationretreat.Joinedby19SeaburyresidentsandSeaburyAtHomemembers,thegroupspentaSaturday

morning practicing breathing and walking meditation and avarietyofchair,matandstandingyogaposes.Wereceived tremendously positive feedback from retreat participants and plan to host another retreat soon.Finally, music continues to be an integral part of spiritual ministryatSeabury.Alongwithourregularmusic programming involving residents and staff from all areas oftheSeaburycampus(andbeyond),themarvelous Meadowlarks,achoirofresidents,staff,familyandfriends of Seabury’s memory care campus, had the thrill of making aprofessionalqualityrecording.Saving the most awesome for last, a flash choir of Seabury staffmembersRickHeath,PegeenSullivan,HeatherStanton,TiffanySmith,MattMcGowanandguestsbroughtdownthe house at the closing event of this year’s conference of the InternationalCouncilonActiveAging.


SeAbuRy | at the meadowsAllacrossthecontinuum,Seaburysawgrowthandsuccess in2015.SeaburyMeadowswasnoexception.InJuly,JenniferS.Cavallaro,M.S.,C.D.P.joinedSeaburyMeadowsastheDirectorofOperations&Services.Jenniferbringsmorethan15yearsofexperienceworkingwitholderadultsandisaCertifiedDementiaPractitioner,trainedbytheAlzheimer’sAssociationtofacilitatesupportgroupsforthosecaring for individuals impacted by dementia. In October, she put her skills to work and began a monthly caregiver supportgroupatSeaburyMeadows.Thesupportgroup provides emotional, educational and social support for caregiversofthoselivingwithAlzheimer’sorrelated dementias.DuringNationalFamilyCaregiverMonth,SeaburyMeadowshostedanOpenHouse&InformationSession.Caregiversenjoyedalightsupperduringa

presentation on balancing caregiving responsibilities while practicingself-careatthesametime.Caregiverswerealsogivenatourofthecommunitywhileresidentsenjoyed a music program.ForthefirsttimethisNovember,familymembersofMeadowsresidentscouldenjoyapre-Thanksgiving dessertbrunch.Thesocialwaswellreceivedbybothresidentsandfamilies.Additionally,amonthlyfamilynightisnowinplaceforresidentstoenjoyentertainmentandculinarytreatswith their loved ones. Family night proves an opportunity for residents,familiesandstaffofSeaburyMeadowstoshareingoodmusicandgoodcompany,enjoyingtimetogetherasacommunity.Residents,familiesandstaffofSeaburyMeadowscanshareingoodmusicandgoodcompany,enjoyingtimetogether as a community.


SeAbuRy | fitness & wellness

InFitness&Wellness,therewereseveralexcitingnewdevelopments.TheBalanceLifeTeam/FitnesscollaborationgavewaytotheSeaburyTeamAthleticsandRecreation(S.T.A.R.)ProgramtoencouragemoreFUNinfitness and to offer more opportunities for residents and staff to interact with games,competition,andfitnessactivities.Duringtheprogram,36participantsin four different sports came together for an average of nine participants per event.IndividualswhoenjoyedtheprogramcamefromIndependentLiving,SeaburyAtHome(SAH)andSeaburystaff.StaffandresidentvolunteersalsocametogethertoincludeBrewerandDavisandMeadowsresidentsinthe walkingprogramsbyholdinggardenwalks.Thewalkingprogram accumulatedmorethan2,450miles—enoughtotravelcrosscountry! Poolvolleyball,anotherpopularS.T.A.R.event,playedaweeklygameonFridaysthathascontinuedintothenextseasonofS.T.A.R.Residentsandstaff who played pool volleyball averaged five games of volleyball per hour. Cornholetookthecampusbystorm,andthebeanbagtossingsport continuedtobeanindoorfavoriteinthewintermonths.Residentsenjoyedgames together in every area of campus, and embraced the opportunity for some friendly competition. In table tennis, the season culminated with a tournamentwithDickMartindalebecomingourfirstS.T.A.R.Table Tennischampion.

TheFitnessandWellnessTeam’sworktocollaborateacrosscampusalsoextendedtothemeditationretreatcollaborationwiththeCenterforSpirituality. In addition to all of their work with other departments, fitness classes,andS.T.A.R.,TheFitnessandWellnessCenterhasmaintainedanaverageof42-50personaltrainingclientsperweek,includingIndependentLiving,SAH,AssistedLiving,SkilledNursingandstaff.Groupexerciseclassesareongoing(27perweek)forresidentsandstaff,offeringawidevarietyofoptions for class formats.

TheRunningMamas,aSeaburyfun-runninggroupcontinuestoexpand.ManyoftheMamasranvariousracesthroughouttheyear.TheMamasarenowtrainingfor2016events,includingahalfmarathon!ManyoftheracefeesgotosupportlocalcharitiesinConnecticut.Asalways,FitnessandWellnesscontinuestokeepmovinginto2016!

13

AssetsCash $6,906,774AccountsReceivable $2,763,452InventoryFoodService&HealthCare $28,256PrepaidExpenses&TaxDeposit $635,872TotalCurrentAssets $10,334,354LoansReceivable $1,590,310TrusteeHeldAssets $14,875,779 Endowment-Restricted $375,577 Endowment-Unrestricted 13,700,281 Endowment-CosttoMarketAdjustment (402,210)TotalEndowmentFunds $13,673,648Land $4,429,495Buildings 66,896,311FF&E 6,119,030AccumulatedDepreciation (41,620,225)TotalLand/Buildings/FF&E $35,824,611ConstructioninProgress $8,486,438DeferredCompensationPlan $68,161BeneficialInterestinPerpetualTrusts $1,790,477LongTermAssets $104,957TotalAssets $86,748,735 Liabilities and Fund BalanceCurrentLiabilities: AccountsPayable $3,616,372 AccruedInterestPayable 138,477 EscrowDepositsHeld 1,375,318 OtherCurrentLiabilities 1,372,248TotalCurrentLiabilities $6,502,415FutureServiceObligation $0LiabilityEntryFees: LiabilityEntryFees-50Months $22,665,729 LiabilityEntryFees-67% 16,457,387 LiabilityEntryFees–Plan85 6,192,463 LiabilityEntryFees–Plan95 9,343,056 Amortization-EntryFees (13,807,082)TotalLiabilitiesEntryFees $40,851,553LongTermDebt $34,516,811LiabilityGarageFees $111,024DeferredCompensationPlanPayable $68,161TotalLiabilities $82,049,964FundBalance: RetainedEarnings $6,380,435 CurrentYearEarnings (1,681,664)TotalFundBalance $4,698,771TotalLiabilitiesandFundBalance $86,748,735

Year EndedSeptember 30, 2015

Church Home of Hartford, Incorporated

year ending September 30, 2015 audited

financial statements excluding The

Seabury Charitable Foundation, Inc.,

Seabury At Home Incorporated, and

Seabury At Powder Forest, LLC.

14 Seabury | An Active Life Plan Community | Annual Report 2015

SeAbuRy consolidated balance sheet

15

Revenue: 2014-15ResidentServices $8,718,702EarnedEntryFees 1,803,829 HealthCenter 11,012,381 HealthCare-Meadows 3,965,311 Other Income 2,824,388 Total Revenue $28,324,611 Expenses: 2014-15 GeneralandAdministrative $8,423,698 Housekeeping/Laundry 677,065 RepairsandMaintenance 1,880,385 FoodServices 2,567,704 HealthCare 10,339,105 Depreciation/Amortization 3,197,543 Interest 563,357 Total Expenses $27,648,857

Revenue less Expenses $675,754

Unrealized Market Loss - Investments ($1,753,571)

Change in Interest in Perpetual Trusts ($178,618)

Change in Interest Rate Swap Obligation ($53,152)

Loss on Early Extinguishment of Debt ($372,077)

Change in Net Assets ($1,681,664)

HealthCare-Meadows

14%

EarnedEntry Fees 6%

Resident Services

31%

Other Income

10%

HealthCenter 39%

Depreciation/ Amortization

12%

Generaland Admin.

31%

Housekeeping/ Laundry

2%

Repairsand Maintenance

7%

Food Services 9%

HealthCare 37%

REVENUE 2014-15 EXPENSES 2014-15

Interest 2%

Year EndedSeptember 30, 2015

Church Home of Hartford, Incorporated

year ending September 30, 2015 audited

financial statements excluding The

Seabury Charitable Foundation, Inc.,

Seabury At Home Incorporated,

and Seabury At Powder Forest, LLC.

SeAbuRy revenue & expenses


SeAbuRy | at home

SeaburyAtHomehasgrownimmenselythisyear.Withanexcitingextensionintothe NewHavenarea,theSeaburyAtHome program is now available to south central Connecticutresidents.TheserviceareaextendsintoNewHavenCountyandisdesignedto offer the same caliber of life planning at home toitsmembersastheSeaburyAtHomeprogramthathasbeenoperatinginHartfordcountysince2008.SeaburyAtHomewillsoonhavea physicalsiteinNewHaventoserveasanofficefortheProgramManageraswellasameetingspace for information sessions and member services.SeaburyAtHome’sexistingmembershipisabletocontinuetoenjoythebenefitsoftheprogram as well as access to Seabury’s campus. Thisyear,theSeaburyAtHometeamhostedspecial member socials, welcomed new members, and saw members transition to thecampuscommunity.TheSAHcommunity is growing in population and geography, extendingtheSeabury“wellnessforlife” philosophy further than ever before.

Seabury At Home Fast Facts• SeaburyAtHomeisexpandingitsservice

areaintoNewHavenCountyofferingthesame benefits and services to adults over 50 livinginNewHaven.

• ThefirsttwomembersofSeaburyAtHomeNewHavenjoinedinlateDecember2015.

• SeaburyAtHomecontinuestogrowwithover138membersinHartfordCounty to date.

• 45SAHmembershavemovedtothe campus to date.

• NewHavenexpansionisexpectedto continuetoincreasemembershipin2016.

• TheSeaburyAtHomebookclublaunchedin 2015 and a number of members have signed up to read a variety of books for different tastes.

• SeaburyCareNowhadaverysuccessfulyearin2015with5,733homemaker/ companionvisitstotaling30,547 service hours.

• SeaburyVisitingNurses/SeaburyCareNowincreased community engagement by actively seeking out new partnerships through health and wellness fairs, community clinics and other health promotion activities.


5,733 &homemAkeR/ compAnIon vIsIts

30,547seRvIce houRs

138membeRs

Hartford County to date


SeAbuRy | culinarY

The New Kitchen Space and Working through Transition Forthetransition,theCulinaryDepartmentmovedtoatemporaryfieldkitchenfromAugusttoDecember.Evenwhiletemporarilydisplaced,theCulinarystaffproducedbreakfast,lunchanddinnerfortheSkilledNursingandHealthcareresidents,buffetdinnerfortheMainDiningRoomandmanyassortedgrab-and-gomeals,salads, sandwiches, soups and desserts for the Marketplaceeveryday.

Culinarystillmanagedto“wow”residentsandthe community with a variety of events that were cateredoutofthetemporarykitchen.Theeventstheyprovidedincluded:Mondaynight“DinnerontheTown”featuringlocalrestaurants,aMemorialDayholidaycookoutforresidents,RotaryClubofBloomfield“BeerandWineFest,”FourthofJulyholidaylunch,SeaburyAtHomememberget-togetherdinnerandhorsd’oeuvres;amarketinginformationsessionwithdinner and a resident ice cream social.

ManypiecesofequipmentfromtheMainKitchenweredonatedtoin-statenon-profitfacilities in need of stoves, ovens, refrigerators andmanymoreitems.Theestimatedvalueofthedonatedequipmentwasapproximately$20,000tosupport our commitment to social accountability.

TheCulinaryDepartmentmovedintothenew kitchen on December 5th and promptly catered theGingerbreadBrunchforthefamiliesof

Seabury employees on a happy Saturday in December.OnDecember10th,theAnnualBoardPartyfor300guestsbroughtaflurryofactivitytotheMainDiningRoom.The CulinaryDepartmentcontinuedthetradition of creating impressive presentations and producing beautiful food all while decorating theMainDiningRoom,TopoftheStairsandHearthsideParlorinawhimsicalholidaytheme.

WiththeCulinaryTeamnowintheirnewspace,the Seabury community is looking forward to the epicureancreationsthatwillcometousin2016.

17

&


ThishasbeenayearoftransitionforSeaburyCharitableFoundation as we formed task forces to develop a strategicplanandaspendingpolicy.Thesetaskforcesare hard at work establishing the future direction of the Foundation’s mission and philanthropic efforts.

Staffisintheprocessofrecruitingafull-timeDirectorandafull-timeOperationsSupportpositionfortheFoundation who will turn the strategic plan into reality.

Don’t think the Foundation hasn’t been hard at work though!WefundedtwonewBiodexmachines–oneforuseinRehabandonethatisportableforusebyourFitnessandWellnessteamincommunityoutreacheffortsandhealthfairs.Thesemachinesarevitaltothewellnessassessments we conduct every 12 weeks for residents, and in helping our residents maintain or improve the balance.

ThankstothegenerosityofthefamilyofSeabury residentJoyceWatsonWillsey,SeaburyHealthCenterresidentswillsoonenjoytheastoundingtherapeuticpowerofmusic.Joyce’sfamilyandfriendsdonated$2,500inhermemorytounderwritestartupcostsfor a music therapy program.

TheFoundationalsofundedthepurchaseof10MoveMorLowerBodyTrainersfortheFitnessandWellnessCenter.Focusedonbuildingandretaininglowerbodystrength,flexibilityandagility,thisequipment

will be a wonderful tool in our fall prevention program. TheFitnessstaffwillbeworkingwiththeMoveMorresearchers as well, conducting two studies – one on the impact of the lower body strength training on overall balance, and one on pelvic floor strengthing to improve contintence.

TheFoundationremainsstronginitscommitmenttoprovidingBenevolentSupporttoSeaburyresidentsinneedthroughnofaultoftheirown.ThroughAugustof2015,Seaburyprovided$260,932inBenevolentSupport.Sustaining our charitable status by providing benevolent support is key to fulfilling our mission and important in maintainingSeabury’stax-exemptstatus.

Aswasannouncedthissummer,TheSeaburyCharitableFoundationandSeaburyAtHomejointlyfundedthepurchaseofafifteen-acreparceloflandinPowderForestin Simsbury.

SeAbuRy | charitable foundation

In FY15 Seabury Charitable Foundation provided $260,932 in benevolent support

to the Seabury community.

TheWillseyFamily



Board of Directors

AnnWinship,PresidentWinnieGranger,VicePresident(absentfromphoto)

BarbaraBeeching,SecretaryKennethS.Brock,AssistantSecretary

RobertStanwood,TreasurerPaulGlover,MemberKathyCarle,Member

Bette-JaneHardersen,MemberRichardHeath,Member

A.RaymondMadorin,MemberGaleMattison,Member(absentfromphoto)

WilliamJ.Thompson,Member

TheWillseyFamily

ThankstotherecommendationofresidentJimTrailthat Seabury identify and record past resident’s donations to the building interior and the outdoor campus,theprojectwasundertakenbyFoundationboardmemberKenBrock.Kenisactivelyresearching and interviewing donors or those who knew a donor no longer with us, collecting the stories and creating awrittentribute.Theserichstorieswillbecapturedto share with Seabury residents and guests coming to our community in the future.

Last,weareveryexcitedtoannounceanewfundthatwascreatedwithagenerousdonor-directedgiftfromSeaburyresidentSelmaSquires.TheSeabury

PerformingArts,CultureandEntertainmentFund,orSPACE,willbringnotedlecturers,writers, cultural events and performing artists to Seabury inoursoon-to-bebuiltauditorium.SotheSPACEFundwillenhanceournewSPACE!

JustasSeaburyisgrowing,welookforwardtoayearof vibrant growth for the Foundation so that we may continue to enrich both our Seabury community and the community in which we live.

19

The Seabury Legacy Society is a group of dedicated members who have made all or a portion of their gifts to Seabury through their estate plans (bequest, trust, life insurance, retirement account, or charitable gift annuity).

Much like the decision to join the Seabury community, the decision to make a planned gift is thoughtful one. These members have helped ensure that the Foundation will continue to receive a reliable source of income

to provide for the future needs of the Seabury community.

The Seabury Charitable Foundation Legacy Society “BuildingtheSeaburyLegacytoEnsuretheFuture”

Legacy MembersAnonymous(5)MissRuthAbbott†Mrs.MarthaAustin†StuartandCharlotteBabcockMrs.VirginiaH.BaldwinMr.andMrs.KennethS.BrockTheRightReverendand Mrs.ClarenceColeridgeRev.andMrs.ClarkCoughlinLornaM.Daniells†HansandNadiaDeutsch†Mr.andMrs.Edwardand BeverlyEaton††Mr.andMrs.JosephEdelsonDr.ElihuandMyrnaFishman†

Mr.CharlesFergusonMrs.SallyFosterMrs.FannieGabriel†Mr.andMrs. CharlesHardersenMrs.DorothyHassettMrs.JeanHughes†Mrs.MargaretIgleheartMrs.LouineKingMr.andMrs.SethLeacockMrs.DoraLoutrel†Mrs.TrudyLovellMr.RobertMcComb†Mr.†andMrs.MalcolmMillarMr.WilliamMiller†Mrs.JoanMurray†

Mr.andMrs.EdwinNilson††Mr.andMrs.WilliamOrr††Mr.andMrs.RaymondJ.PayneMr.†andMrs.EdwardPepinGeorgeandLouannPloughMrs.JeannePronskyJack†andBetsyRichJimandSylviaRitterMrs.BernieRobertsonMrs.CelesteSheldon†Mrs.DorothyW.SmithMr.DavidSwickerMr.AlfredTager†Mrs.JuneThomasMr.JamesTrailMissAdrienneVonKummer

Mrs.CarolAnnWeisbrodMr.andMrs.RobertWestMrs.JoanWisterEstateofClaraZeiner†Mrs.CarolyneZieman†

†deceased††coupledeceased

Wehaveattemptedtolistdonors as accurately as possible.Weapologizefor any omissions or errors. PleasecontactFoundation staffat860.243.6026with any corrections or additions.

Since its inception in 1996, the Foundation has

provided $2,798,197 in Benevolent Support to individuals in need.


*=CHHI**=SeaburyCharitableFoundation+=SeaburyatHome++=SeaburyMeadows

Annual Giving - Calendar Year 2015Anonymous(4)Mr.andMrs.ThomasAndersen*Mrs.BillieAlbanMs.DorisArmstrong*Mr.andMrs.BradfordBabbitt*Mr.StuartBabcockMrs.ConstanceBain*Mr.MaynardBartramMrs.BarbaraBeeching**Mr.MalcolmBermanMr.andMrs.DonaldBerry*Mr.andMrs.JohnBloodgoodMrs.IngridBoelhouwerRoseBonielleDr.andMrs.RichardBridburg*AnneandKennethBrockFundof theCapeCodFoundation(Ken**)Mrs.JeanBrodersMr.andMrs.HaroldBuckinghamMs.ElizabethBurkeMrs.MiriamButterworthMrs.KatherineCarle**Mrs.FrancesCarpenterMr.andMrs.IanClarkDr.PatrickCollMr.andMrs.H.BaconCollamoreJulianCoolidgeRev.andMrs.ClarkCoughlinMrs.LucyCreeveyDr.andMrs.H.DavidCrombie*++Mr.andMrs.PeterCruikshankMr.ColinDailyMr.HarryDavidsonDr.andMrs.JonathanDixon*

Mrs.JaneDobleMs.CatherineDondanvilleTheRightReverendandMrs.IanDouglas*Rev.andMrs.JeffreyDugan+Mrs.ConstanceDunhamMrs.BeverlyEatonMr.andMrs.JosephEdelsonTheEpiscopalDioceseofConnecticutMr.andMrs.JamesC.Ervin,Jr.Mrs.EdithFeinMr.CharlesFergusonMr.andMrs.JohnFiskeMrs.JoyFloydMrs.MaryJaneFogertyMrs.SaraFosterMrs.ArleneFriedmanMrs.DonnaGalluzzo,PhD*+Mr.JohnGettierMrs.SarahGivenMr.andMrs.PaulGloverIII***Mrs.WinifredGranger**+++Mrs.FlorenceGriebMr.andMrs.CharlesHardersen (Bette-Jane**)Mrs.andMrs.RichardC.Heath***+++Mr.RobertHeweyand Mrs.CarolSimpsonMr.RichardHinesMr.KeithHookMrs.EmilyJeanHughesMrs.JuneJohnsonMr.andMrs.TheodoreJohnsonMr.JohnKearnsIII+Mr.andMrs.RichardKeeffeMrs.ShirleyKeezingMrs.NancyKlineMrs.UrsulaKorzenikMrs.BillieLevyMrs.MaryLipmanMrs.TrudyLovell

Mr.andMrs.A.RaymondMadorin***+++Dr.andMrs.RichardMartindaleMr.andMrs.GaleMattison***Mr.andMrs.FredMcClaffertyMr.RobertMcCombMr.RennieMcQuilkinMrs.JoyceMerkinMrs.BarbaraMerrillRev.andRev.BarryMillerMrs.MargaretMillerMr.andMrs.PeterMillikenMr.andMrs.J.ThomasMontgomeryMrs.DellaNolteRev.andMrs.BordenPainterTheRaymondJ.andElizabethC.Payne FundofHartfordFoundation forPublicGivingMrs.CatherinePepinRev.andMrs.ErlG.Purnell*Mrs.JuliaGraceRichterMrs.BerniceRobertsonMr.EdwardRuestowMrs.LoisSchmidtDr.andMrs.DavidJ.SchnatzMr.andMrs.DonaldShapiroMrs.SelmaSquiresMr.andMrs.RobertStanwood***Mrs.EleanorSulstonMr.andMrs.RalphSundquistTheWomenofSt.James’s EpiscopalChurchMrs.Betty-LisleSwansonMr.DavidSwickerMr.andMrs.WilliamThompson***Mr.JamesTrail*Dr.andMrs.PriscillaViets***Mr.andMrs.JohnWadsworth*Mr.andMrs.JamesWaltmanRev.andMrs.RichardWatsonMrs.DorothyWeigel-Eisele

Ms.Carol-AnnWeisbrod,CarolAnnMr.andMrs.DavidWinerMr.andMrs.JohnsWinship(Ann**)Mr.andMrs.StephenZwerling

Restricted – Benevolent Support AnonymousMrs.BillieAlbanMr.andMrs.HaroldBuckinghamMrs.KatherineCarleMr.andMrs.IanClarkMrs.CatherineDondanvilleMrs.EdithFeinMrs.MaryJaneFogertyMrs.JuneJohnsonMr.andMrs.TheodoreJohnsonMr.andMrs.RichardKeeffeMrs.JoyceMerkinMrs.JuliaGraceRichterMrs.EleanorSulstenMr.DavidSwickerMrs.DorothyWeigel-Eisele

Restricted – Chaplain’s Discretionary Fund/Center for Spirituality Mr.andMrs.PeterCruikshankMrs.ArleneFriedmanMrs.VirginiaWells

Restricted – Grounds Enhancement Mr.JamesTrailRev.andMrs.RichardWatson

Restricted – Library Mr.andMrs.JamesErvinMrs.NancyKlineRev.JervisZimmerman

Restricted – Resident Activities Ms.JulieBarnettMr.andMrs.IanClarkDr.andMrs.H.DavidCrombieMrs.ArleneFriedmanMrs.BarbaraMerrillMr.EdwardRuestowMr.JohnToomey Restricted - Seabury Performing Arts, Culture and Education Fund Mrs.SelmaSquires,InauguralFundDonorMrs.ShirleyKeezingMrs.UrsulaKorzenikMr.andMrs.DonaldShapiroMr.andMrs.JohnsWinship

Car DonationMrs.JoanMelvinandMrs.ElsaWalberg

TitheRev.andMrs.ClarkCoughlinHonorariums 2015Alexandra and Drew Goldfarb EngagementMalcomBermanKiki EglintonMs.IngridBoelhouwerA. Raymond MadorinDr.andMrs.H.DavidCrombieMr.andMrs.RichardHeathDot NordstromMrs.ArleneFriedmanCarolann PurcellMr.andMrs.RalphSundquistBetty WillisMr.andMrs.StephenLevyAnn WinshipMr.JamesPotter

Fiscal Year Ending September 30, 2015

SeAbuRy | charitable foundation donor lists | 2015 annual giving


Memorial Gifts 2015Torvald BertinusonMrs.CatherinePepinMrs.BerniceRobertsonMr.DavidSwickerDave BradleyMrs.JaneDobleMrs.NancyKlineMrs.CatherinePepinMrs.BerniceRobertsonMr.DavidSwickerNancy BraenderMs.MarionBeausoleilMrs.BerniceRobertsonMr.DavidSwickerRev.JervisZimmermanEdward BunnellMr.JamesTrailDonald ConeMr.&Mrs.MarkAlarieRobert CudworthMr.andMrs.JosephEdelsonMr.DavidSwickerMr.andMrs.WilliamTaylorAnn Davidoff Dr. Frank Davidoff Dorothy DehmCarolynClarkMs.KatherineDaniealczukMrs.SusanGiffhornMr.&MrsStephenHoytMrs.MarjorieJagelerMs.NancyKlineMr.DavidSwickerRev.JervisZimmermanEvelyn ErtmanMrs.JoyceMerkinAlice FergusonMr.CharlesFergusonFannie GabrielMrs.JoyFloydMs.NancyKlineMr.andMrs.J.ThomasMontgomery

Mrs.CatherinePepinMrs.BerniceRobertsonMr.DavidSwickerMr.andMrs.WilliamTaylorMr.JamesTrailMarilyn GagnonMrs.ArleneFriedmanMr.&Mrs.MichaelImperatriceMr.andMrs.BruceLomaskyChris GarrowMr.andMrs.DavidWinerThelma GibbsMs.NancyKlineMr.DavidSwickerPearl HallMrs.FrancesCarpenterMr.andMrs.JosephEdelsonMrs.SaraFosterMrs.CatherinePepinMrs.BerniceRobertsonMrs.LoisSchmidtMr.DavidSwickerMr.JamesTrailCelestine HolmesMrs.CatherinePepinMr.DavidSwickerKeith HookMr.andMrs.KennethBrockMr.andMrs.HaroldBuckinghamMr.andMrs.H.BaconCollamoreMrs.NancyKlineMr.&Mrs.SusanneandAnsgarMantelMrs.CatherinePepinMr.&Mrs.Rein&HelgiPihelMs.JoannePuckettMrs.BerniceRobertsonSkyInvestmentGroupLLCMr.DavidSwickerMr.JamesTrailReginald HoweMrs.SharonHoweEmily Jean HughesMrs.MaryJaneFogerty

Mrs.NancyKlineMrs.CatherinePepinMrs.BerniceRobertsonMr.DavidSwickerJeanne HuncikerMrs.CatherinePepinMr.DavidSwickerReverend Jan JaegerMrs.ConstanceBainKyle JaskotMrs.ArleneFriedmanKenneth JensenMr.JamesTrailRita JepsenMr.DavidSwickerKenneth JohnsonMr.andMrs.JackandCarolynBellMsRoseBonielloMr.andMrs.KennethGrothMr.KeithHookMr.andMrs.JamesKeighleyMr.andMrs.CharlesMcEnteeIIIMrs.KathlynParrickMr.andMrs.FredrickSansomGeorge LipmanMrs.MaryLipmanRobert MackeownMrs.JoyFloydMs.NancyKlineMr.andMrs.J.ThomasMontgomeryMrs.CatherinePepinMrs.BerniceRobertsonMr.DavidSwickerTom McMellonMr.JamesTrailJacob MerkinMrs.JoyceMerkinGotha NordbergMr.JohnSchroederAlyce O’DonnellMrs.CatherinePepinRuth O’NeillMrs.TrudyLovell

Roberta Beach PohlmanMr.JamesTrailMargeen ReynoldsMr.&Mrs.ThomasCulleyHar-BurMiddleSchoolSunshineFundMr.andMrs.NormanKilcomonsMr.&Mrs.JosephLongoMr.andMrs.WilliamReynoldsMargaret SaxMrs.JoyFloydMs.NancyKlineMr.andMrs.J.ThomasMontgomeryMrs.CatherinePepinMr.DavidSwickerMr.JamesTrailMr.WilliamZborayJoan SeredaMr.andMrs.JohnToomeyRobert ShieldsDr.&Mrs.HarryBurchardRev.andMrs.ClarkCoughlinMrs.JaneDobleMrs.JoyFloydMrs.ArleneFriedmanMrs.LillianHilbertMr.KeithHookMs.NancyKlineMrs.CatherinePepinMrs.BerniceRobertsonMr.&Mrs.KenShapiroMr.DavidSwicker Arnold E. SquiresMrs.SelmaSquiresJudith St. GeorgeMs.NancyKlineMr.DavidSwickerEstelle TaylorMr.andMrs.AlexandRoseSluzasAmy UricchioMr.andMrs.JamesWaltmanBarbara VincentMr.andMrs.HenryGrabowskiMr.JohnGrabowski

Ms.SusanHarlanMrs.DebbieKaynorMs.KathleenMartinelliMr.GenePetersonDoris Chenette WaiteMr.JamesTrailVirginia S. WellsMr.DavidSwickerJoyce WillseyAmtechInsuranceBrokersMr.&Mrs.WoodrowBairdMsJulieBarnettMr.&Mrs.RobertCathcartMr.&Mrs.WillilamConradMr.&Mrs.JohnDegrayMs.JoEllenFlattGoldenOpportunitiesJewelersMr.&Mrs.BrendanHalliseyMr.&Mrs.RichardHeimgartnerMr.StuartKesslerMs.NancyKlineMs.JoanKowalskyMr.&Mrs.DennisO’ConnorMr.&Mrs.RobertPellettierPeople’sUnitedBankMr.CecilePerraudMr.&Mrs.KennethRizzioMr.&Mrs.HermanRosenbaumMr.GaryWatsonMs.LeslieAnnWatsonRev.andMrs.RichardWatsonMr.&Mrs.JohnWillseyMr.&Mrs.RobertWillseyMr.&Mrs.ThomasA.WillseyMr.andMrs.DavidWiner Estelle WilsonAnnPetersonMr.&Mrs.CharlieRutzMr.KeithWilsonLeonard YanofskyMr.andMrs.BruceLomasky


SeAbuRy | charitable golf tournament

A Grand day for a Golf tournament!Whatdoyougetwhenyoucombineagreatcausewithgeneroushearts,apicturesquegolfcourseandabalmysummerday?TheansweristhePERFECTrecipe for an amazing charitable golf event!

The12thAnnualSeaburyCharitableGolfTournamentwasheldMonday,August17thatthebeautifulGolfClubofAvon.Afieldof105golfersjoinedourgeneroussponsors(seelisting)inraising awhopping$54,000(net).BobMaxon,the gregariousweathermanfromNBCConnecticut,returned as the day’s emcee, once again donating his time and adding his classy touch to the proceedings.

Thisyear’stournamenthadsomespecialfunandgames,includingtheeverpopularPokerRunandaMysteryMasonJartable.TheGoldenTickettablewaspackedfullofuniqueandexciting packages including a skydiving adventure, a timeshareinAruba,afamilyportraitsessionandticketsforfourtoseetheRockettesChristmasSpecialinNewYorkCity.

ProceedsfromthetournamentwillsupportSeabury’s health care services, assistance programs for seniors in financial need, and community outreach programs.

Thewinninglow-grossfoursome,withascore of61,wasTeamZirolliwhowerehelpedalongbybrothersMarcandSteve.Playingforthefirsttime,TeamZirollipromisestobeaforcetobe

reckonedwithnextyear.JoeBretonand ColinDaileyroundedoutthefoursome.

Tophonorsforlow-netwenttoTeamMilliman,sponsoredbyMilliman,Inc.andSeaburyboardmemberBillThompson.Teammembers JayBrown,DaveLiner,SteveDiCensoand TomWhalenpostedascoreof55.5,taking first place by a single stroke.

ThewinnersofthelongestdrivewereNateWalton(men),andKateSimmons(women). Thewinnersoftheclosest-to-the-pin challengewereNateWalton(men),and KateScarpetta(women).

ThewinnersoftheannualSeaburyResidentPuttingTournamentwereasfollows:1stplace,BobKalinowski;2ndplace, BobBossler;3rdplace,ClarkCoughlin.


Thank you!Seabury wishes to offer their sincere gratitude for the unwavering dedication of all sponsors, donors, and

volunteerswhohelpedmakeSeabury’s12thAnnual CharitableGolfTournamentasuccess.Seabury

wouldespeciallylikerecognizethemajorsponsors who made the tournament possible:

LeAD SPoNSoR

goLD SPoNSoRS

SIlver SponSorS

CoRPoRATe SPoNSoRS

PARTNeR SPoNSoRS

brown & brownWindsor Federal SavingsGreenbrier development

Pullman and Comleybrown and brown of Ct

digital benefit Advisorsunited healthcare

Milliman, inc.Murtha Cullina

Macri & Associates

Kbe Construction, inc. SFCS Architects

bartlett brainard eacott, incblumShapiroinfinity Group

ZieglerMedline

Partner’s Pharmacy Ziegler


Dr.PatrickColl,M.D. Medical Director of Senior Health Professor of Family Medicine, Associate Director of the Center on Aging, UCONN Health Center, Director of the Clinical Program for the Center on Aging, UCONN Health Center

ElizabethAppel,M.D.,Internist

RohiniBecherl,M.D.,Internist

RobertDicks,M.D.,Internist

ThelissaA.Harris,M.D.,Psychiatrist

HerbertJ.KeatingIII,M.D.,Internist

JatupolKositsawat,M.D.,Internist

Yazeed S. Maghaydah, M.D., Internist

MunishShastri,M.D.,Internist

AshangariTigist,Internist

VaralakshmiVenkatachalam,M.D.,FACP, Internist

LavernWright,M.D.,Internist

MISSIon STATemeNT

We are dedicated to providing the highest quality of life to the people we serve through excellence in personalized service.

RobertBergner,Chaplain Director of the Center for Spirituality

RenéeJ.Bernasconi,CMP Chief Strategy Officer, Senior Vice President of Marketing & Communications

JenniferCavallaro Director of Operation and Services at Seabury Meadows

GwynneDeveau,PHR Vice President of Human Resources

SylviaDiBiasi,MSPT Director of Rehabilitation Services

ChristineT.DuPont Director of Marketing & Communications

AnneErickson,LNHA Nursing Home Administrator

Graham Fong Director of Information Technology

KristinaKeenan Director of Housekeeping

RuslanKuzmenko Controller

BethLomasky Director of Health Care Marketing

SeAbuRy | management team medical staff

StevenLong CMT-B,CPR-I,FSI-1 Director of Safety & Security

LoriMaglieri,RN Supervisor of Assisted Living & Seabury Wellness Clinic

EdOwen Vice President of Environmental Services

KarenJ.Sprout Director of HR Strategy & Compensation

HeatherStanton Director of Resident Services

MarjorieA.Sullivan, RN-BC,CASP Chief Operating Officer and Senior Vice President of Health Services

PegeenL.Sullivan Vice President of Community Life

EugeneTheroux Culinary Director and Executive Chef

Stacy-AnnWalker, MBA,MPH Director of Community Outreach Services

KatherineWarren, RN,C-NE,BA Director of Nursing

Steven F. Yanofsky, MBA,CASP Vice President of Finance and Chief Financial Officer

JoyceC.Harmon,APRN Community Nurse Practitioner

23

CindySenk Director of Fitness & Wellness

Thank you!Seabury wishes to offer their sincere gratitude for the unwavering dedication of all sponsors, donors, and

volunteerswhohelpedmakeSeabury’s12thAnnual CharitableGolfTournamentasuccess.Seabury

wouldespeciallylikerecognizethemajorsponsors who made the tournament possible:

ZieglerMedline

Ziegler

200 Seabury Drive Bloomfield, CT 06002 860-286-0243 / 800-340-4709 | www.seaburylife.org

TheBrewerAndDavisCenters •24-HourSkilledNursing&SupportStaff •Resident-CenteredCare •Short-TermRehabilitativeServices •Long-TermCare

•SkilledNursingServices •RehabilitativeServices •HomeHealthAides/CNAs •Homemakers/Companions

•PersonalCare•CareCoordinatedServices •Companionship•MealPreparation •Transportation•AssistiveTechnology

•In-patientServices•Out-patient&HomeCareServices •PhysicalTherapy–IncludingAquaticTherapy • OccupationalTherapy&Speech/LanguagePathology

•BetterFitAcademy•MindVitalityAcademy •BetterBalanceAcademy•BiodexFallRiskAssessments

•LifePlanCommunity•FutureLong-TermCareCovered

atEssentiallyNoAdditionalCost•22ResidenceStyles(apartments,cottagesandvillas)•Fitness&WellnessPrograms•Intellectual,Social&CulturalEvents

andCollege-LevelCourses

•LifePlanninginYourOwnHome•APersonalHealthCoordinator

(availableviaphone24/7)• AccesstoSeabury’sFitnessCenter,

Social,andWellnessPrograms• FutureLong-TermCareCoveredat

EssentiallyNoAdditionalCost

TheViews• Social,Intellectual,FitnessandRecreationalPrograms•AssistancewithPersonalCare•TransportationServices

•MemorySupportAssistedLiving •LicensedNurseonsite24-hoursperday •AssistancewithPersonalCare •RespiteCareAvailable

860-286-0243

860-286-0243

860-286-0243

860-286-0243

860-286-0243

860-243-6091

860-243-6077

860-243-6077

860-286-0243 www.seaburyathome.org

SeAbuRycontinuum of service

Mission StatementWearecommittedtomeetingthe physical, spiritual and emotional needs of the people we serve by providing services, accommodations, and resources thatwillassurethehighestqualityoflife for residents, clients and employees through a philosophyof“Wellness,CompassionandAssistance.”Wearecommittedto enabling people to lead their lives fully with dignity andjoybytheuseofresourcesavailabletous according to the highest level of good stewardship.Weshallmakeeveryefforttofurnish financial assistance when needed to assureuseofourfacilitiesandservices.Weare committed to carrying out our purpose, byfullyacceptingGod’sloveandallthatmeans both for us and all whom we serve.

Moving Forward with Direction · 2017. 9. 7. · 2 Seabury | An Active Life Community | Seabury | An Active Life Plan Community | Annual Report 2015 Annual Report 2015 Richard C.

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