YOUR 2016 INVESTMENT REPORT NORTHAVEN SENIOR HOUSING BOARD OF TRUSTEES Roger M. Edmark, President Boeing, Retired Theresa Peloso, Vice-President Director, Operations Systems, Premera Blue Cross Eric E. Seeb, Treasurer Senior Program Manager, Recruiting Services, Amazon Karen C. Themelis, Secretary Labor Relations Coordinator, Human Resources, Kaiser Permanente L. Kent Gregory, AIA, Director Principal, TGB Architects Magda S. Hanna, MN, RN, Director Nurse Manager, Harborview Medical Center Jeanne H. Hayden, Director Northaven Resident JoAnn Shoemaker, Director Group Health Cooperative, Retired Sarajane Siegfriedt Housing & Human Services Advocate Colette Wilson Senior Director, Account Management, Optum Yiling J. Wong Food & Travel Writer Board Fellows University of Washington Foster School Mary Dennis Finance Manager, Boeing Justin Meith Portfolio Manager, Wells Fargo Board Members Emeriti George A. DeBon Retired Chairman, Loomis Dorsey E. Harris Community Volunteer Sandi M. Keuss Northaven Administrator, Retired Fred M. Utter Affiliate Faculty, UW School of Aquatic & Fishery Sciences NORTHAVEN FOUNDATION BOARD OF DIRECTORS Jana Helmuth, CPA, Chair Jana Helmuth, CPA Luke Hillier, Treasurer Manager, Grant Thornton, LLP Sarah Fisher, Director Financial Services Professional, New York Life Darlene Storti, Director Executive Director, Northaven Jerrod Vinson, Director VP, Relationship Banker Small Business Banking, Umpqua Bank Board of Trustee Liaison Colette Wilson Senior Director, Account Management, Optum Our Resident Services Coordinators provided 575 resident interventions. Susan Cramer, BSW and Janet Salsbury, MSW serve as case managers and tireless advocates for our residents. They help residents navigate medical and insurance benefits and connect with appropriate community resources; offer crisis intervention and supportive counseling; help residents with civil rights issues; coordinate family support; intervene to address social isolation; and help families to coordinate health care services and identify home management needs for continued independence. In addition, Susan facilitates a monthly book group, recruits educational speakers, leads a bi-monthly Women’s Political Forum and coordinates the annual Northaven Wellness Fair with 35+ vendors. Janet facilitates monthly low-vision and diabetes support groups. She also supports the garden group, organizing excursions, scheduling speakers and coordinating 69 garden barrels for residents. VISIT US ONLINE: northavenseniorliving.org Northaven Assisted Living was home to 52 seniors, and 26 were on Medicaid. Northaven Independent Living was home to 226 low-income seniors. The Medical Teams International Mobile Dental Van provided Northaven residents $13,480 in dental care. NORTHAVEN LEADERSHIP Darlene Storti, Executive Director, Northaven Mary Quarterman, BSN, RN, Director, Northaven Assisted Living Bill Dorn, Director of Philanthropy The Northaven bus took residents on: 166 trips • 5,747 miles Residents participated in 868 activities: socials • speakers • art activities • wellness education • support groups • book clubs • card clubs • Handcrafters • bingo • vespers • Spanish classes • Bible studies • …and so much more! Every month, our dining service uses: 480 lbs. of bananas • 1440 shelled eggs • 30 gallons of vanilla ice cream • 26.25 gallons of liquid eggs • 32 lbs. of sour cream • 135 lbs. of cod • 72 lbs. of coffee • 329 lbs. of ground beef • 60 lbs. of mayo • 60 lbs. of raw sugar • 140 lbs. of bacon 2016 by the numbers 2016 by the numbers 2016 2016 by the numbers by the numbers
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YOUR 2016INVESTMENT REPORT
NORTHAVEN SENIOR HOUSING BOARD OF TRUSTEES
Roger M. Edmark, PresidentBoeing, Retired
Theresa Peloso, Vice-PresidentDirector, Operations Systems,Premera Blue Cross
Eric E. Seeb, TreasurerSenior Program Manager, Recruiting Services, Amazon
Karen C. Themelis, SecretaryLabor Relations Coordinator, Human Resources, Kaiser Permanente
L. Kent Gregory, AIA, DirectorPrincipal, TGB Architects
Magda S. Hanna, MN, RN, Director Nurse Manager, Harborview Medical Center
Jeanne H. Hayden, DirectorNorthaven Resident
JoAnn Shoemaker, DirectorGroup Health Cooperative, Retired
Sarajane Siegfriedt Housing & Human Services Advocate
Susan Cramer, BSW and Janet Salsbury, MSW serve as case managers and tireless advocates for our residents. They help residents navigate medical and insurance benefi ts and connect with appropriate community resources; offer crisis intervention and supportive counseling; help residents with civil rights issues; coordinate family support; intervene to address social isolation; and help families to coordinate health care services and identify home management needs for continued independence.
In addition, Susan facilitates a monthly book group, recruits educational speakers, leads a bi-monthly Women’s Political Forum and coordinates the annual Northaven Wellness Fair with 35+ vendors. Janet facilitates monthly low-vision and diabetes support groups. She also supports the garden group, organizing excursions, scheduling speakers and coordinating 69 garden barrels for residents.
V I S I T U S O N L I N E : n o r t h a v e n s e n i o r l i v i n g . o rg
Northaven Assisted Living was home to 52 seniors,
and 26 were on Medicaid.
Northaven Independent Living was home to 226 low-income seniors.
The Medical Teams International
Mobile Dental Van provided Northaven residents $13,480 in dental care.
N O RT H AV E N L E A D E R S H I P
Darlene Storti, Executive Director, NorthavenMary Quarterman, BSN, RN, Director, Northaven Assisted LivingBill Dorn, Director of Philanthropy
The Northaven bus took residents on: 166 trips • 5,747 miles
Residents participated in 868 activities: socials • speakers • art activities • wellness education • support groups • book clubs •
Gwendolyn SaucedoFred SayerDee SchmidtCaitlin ScottJune SeeleyMaurice SharpRichard ShiraScott ShulmanBruce & Jean SillersBrent & Kathy SlattengrenJudie SmithSteve SorboTodd W & Tara L SpencerRobert & Dav’ne StahleyJulie SteelyEd SternerAndrew & Courtney StortiKatie StortiKim StoutGayle StrothersCarlee Swayne
Mary Tenhoff-BartonStanley & Diane ThomasJames & Barbara TiptonPer H Tonning, MD &
Betty A. TonningTony TruongMike & Sarah TsoukalasPatricia TullyAaron VenarClair & Maxine VoetbergLeslie VorkSusan Webeck &
Harry LittleOlive WhiteWesley WilkinMary Lou WinchellJay WoolfordJohn & Martha WorcesterJane Worden
CO R P O R AT I O N S A N D O R G A N I Z AT I O N S
$5,001–$10,000 Premera Blue Cross
$1,001–$5,000Beacon Development GroupFamily Resource Home CareGroup Health CooperativeJana Helmuth, CPAKawabe Memorial FundLake Union PartnersMercury Pharmacy ServiceTulalip TribesUmpqua BankVIA ArchitectureWalsh Construction
Total Revenue ................................................... $2,227,998
Total Expenses .................................................. $2,448,086Change in Net Defi cit ............................................... -$217,061Net Defi cit at Beginning of Year ............................... -$579,982
Net Defi cit at the End of Year ............................... -$797,043
St a t e m e n t o f Fi n a n c i a l Po s i t i o n
Total Liabilities ................................................. $7,786,104Net Defi cit ................................................................ -$797,043
Total Liabilities and Net Defi cit .......................... $6,989,061
A S S I ST E D L I V I N G
RevenueRental ..................................................................... $1,425,603Grant from Foundation ............................................. $102,230Other ............................................................................$24,405
Total Revenue ................................................... $1,552,238
Total Expenses .................................................. $1,491,229Change in Net Defi cit ...................................................$61,009
Net Defi cit at the End of the Year ......................... -$483,472
St a t e m e n t o f Fi n a n c i a l Po s i t i o n
AssetsCurrent .........................................................................$12,629Restricted Deposits ......................................................$12,034Property and Equipment ........................................ $1,211,571
Total Assets ....................................................... $1,236,234
Total Expenses ....................................................... $82,185
DisbursementsAssisted Living Uncompensated ............................... $112,730Property Development .................................................$15,520Specifi c Projects .............................................................$6,721
Total Disbursements ............................................ $134,971
St a t e m e n t o f Fi n a n c i a l Po s i t i o n
Total Assets .......................................................... $652,203
Total Liabilities .................................................... $450,000Equity Fund Restricted ................................................... $300,000Equity Fund Unrestricted ....................................................$2,700
I N D I V I D UA L
$5,001–$10,000Douglas & Carol BoseckRoger & Kathy EdmarkRetta Rodal
$1,001–$5,000Virginia Todd BlakeLinda ChaseWilliam H. Dorn IV
2016 fi nancial summaries for the year ended december 31, 2016 2016 donorsthere's no place like home
R E S I D E N T- C E N T E R E D CA R E W I N S P R A I S E
I feel compelled to write to you about how much I love and admire the care I see at Northaven Assisted Living. I am constantly impressed by the expertise and excellent patient care by your nursing staff…
Your residents have diffi cult medical and psychosocial issues. However, they thrive with the individual nursing and staff attention at Northaven. The daily structure, personal interactions and social activities at Northaven allow residents to thrive... Your patient-directed approach keeps residents out of the hospital. Your skilled care allows your residents to enjoy the end of their life at the highest level.