Annual Report 2019

2

On behalf of the Board, I am

very pleased to report that Heath

Alliance for Care had a very

successful year. We welcomed

new residents, completed

improvements and held several

fun-filled special events at

both Heath Village and

Canterbury Village.

Most exciting this year was

the progress made on Heath

Village West. Construction has

moved swiftly along on our

new 92,000 square foot Health

Care Center and Rehabilitation

facility. Once complete, it will

provide our residents as well as

seniors throughout the entire

region access to state-of-the-art,

cutting edge skilled nursing care

and rehabilitation services. Its

progressive, patient centered

floor plan will enable staff

to provide personalized and

compassionate care in a home-

like, neighborhood setting.

The Board and I are looking

forward to its grand opening in

the first half of the year.

There is always something to

celebrate at our communities,

and this year was no exception.

More than 300 people attended

the Alice in Wonderland themed

Family Day. The Board enjoyed

celebrating with residents at the

Resident Anniversary Reception

held in December. We also

had fun getting to know the

residents better at the annual

Summer Social.

On behalf of the Board, I would

like to commend the entire

management team and staff

for their commitment to our

residents. Together, they have

been instrumental in helping

Heath Village and Canterbury

Village become the warm and

wonderful communities they

are today.

Finally, as the newly appointed

Board President, I would like to

thank my fellow Board members

for their time and expertise.

It is very rewarding to serve

with such dedicated individuals

who care so deeply for our

residents and the greater

senior population.

I am looking forward to the

coming year and exploring new

ways to maintain and grow our

excellent reputation.

HERBERT KORTEPresident, Board of TrusteesHEATH ALLIANCE FOR CARE, INC.

About the Cover

Heath Village is excited to introduce an updated version of our community’s signature tree as part of a new branding campaign. A tree that is growing and flourishing, yet mature, reflects the type of vibrant and independent retirees who have made Heath Village their home since the very beginning.

MESSAGE FROM

The President

DONALD BARCANLong ValleyPresident/Owner Donbar Industries, Inc., RetiredHAC TRUSTEE

THERESA BORZELLI, ESQ.MendhamSES ESOP Strategies Stevens & Lee, Attorneys at LawHAC VICE PRESIDENT

PATRICK BRADYClintonChief Executive Officer, Heath Alliance for Care, Inc. Executive Director, Heath VillageCV SECRETARY/TREASURERHV TRUSTEE

ROBERT BURNSColumbiaManaging Director Marsh & McLennan CompaniesHAC ASSISTANT SECRETARY

WILLIAM (TIM) CARPENTER, JR. VeronaAIG Claims, Inc.HAC TRUSTEECV CHAIR

SANDERS DAVIS, MDMendhamMedical Rehabilitation, Rehabilitation Institute Morristown Memorial HospitalHAC TRUSTEEHV TRUSTEE

ROBERT GALLAGHERHackettstownPharmacist, RetiredHV TRUSTEE

L. ALLISON GARDE, ESQ.MorristownAttorneyHAC TRUSTEEHV VICE CHAIR

MARY ALICE HORNMendhamEducator, RetiredHAC TRUSTEEHV TRUSTEE

NORRIS HORNMendhamChief Financial Officer ArtegraftHAC ASSISTANT TREASURER

HERBERT KORTE, JR. MendhamSenior Bank Officer, RetiredHAC PRESIDENTHV TRUSTEE

HAROLD S. LAPPIN, MDHackettstownOphthalmologist, RetiredHAC TRUSTEE/IMMEDIATE PAST PRESIDENTHV SECRETARY/TREASURER

CAROL MCKINNEYHackettstownNPO Executive, RetiredHAC SECRETARYHV CHAIR

ARTHUR SHENINGEROxfordElementary School Principal, RetiredHV TRUSTEE

TIMOTHY STEWARTChesterEconomist, RetiredHV TRUSTEE

MARK TOMKINSCaldwellManagement ConsultantTomkins and Associates, LLCHAC TRUSTEECV VICE CHAIR

PAUL TOMKINSEssex FellsFinancial ConsultantHAC TREASURERCV TRUSTEE

PETER R. VAN BRUNTLong ValleyPartner Moderne Partners, LLCHAC TRUSTEEHV TRUSTEE

3

HAC = Heath Alliance for Care, Inc. HV = Heath Village, Inc. CV = Canterbury Village

Seated (L-R): Paul Tomkins, L. Allison Garde, Herbert Korte, Mary Alice Horn, Tim Carpenter Standing (L-R): Robert Burns, Patrick Brady, Timothy Stewart, Robert Gallagher, Donald Barcan, Arthur Sheninger, Harold Lappin, Peter Van Brunt Missing from Photo: Theresa Borzelli, Sanders Davis, Norris Horn, Carol McKinney, and Mark Tomkins

BOARD OF

Trustees

4

Memberships & Affiliations

Leading Age

Leading Age New Jersey

American College of Health Care

Administrators

American Society on Aging

Generations United

International Association of Homes and Services

for the Aging

Hunterdon County Chamber of Commerce

Morris County Chamber of Commerce

Somerset County Business Partnership

Sussex County Chamber of Commerce

The year 2019 marked the 53rd year of Heath Village providing housing and care for our residents. I am pleased to report that the year was a great one that included many improvements and additions to our community.

More specifically, this year we renovated or converted more than 10 apartments. We also finalized plans to update and renovate the Heath House lobby. The project will begin in January of 2020. Planning has also begun this year for the reconstruction of two apartments. We hope to have them completed by the summer of 2020.

The Administration spent much of 2019 finalizing and overseeing the building of Heath Village West, which will include a state-of-the-art Health Care Center and Rehabilitation Facility. We are very excited to report that

the new center will open in spring of 2020. Following its completion, we look forward to moving ahead with our plans for the construction of 140 independent living cottage-style apartments.

This year we held our 31st Annual Friendship Fund Benefit Gala at which we raised more than $80,000. All together in 2019, our fundraising efforts produced nearly $223,000 for the Heath Village Friendship Fund.

We commend and thank the Residents’ Council for their continued energy and suggestions on how to improve life and services at the Village. Since our inception, the Council has played a vital role in making our community a unique one. This year the Council created the Bricks of Love fundraiser for the Friendship Fund. This memorial

walkway is located outside Cherry Blossom Court near the community garden.

Finally, we want to thank the Board of Trustees for their partnership and commitment to providing our residents with a retirement community that fosters a meaningful life with security, dignity and fellowship.

I am looking forward to celebrating the grand opening of Heath Village West with our residents and partners in the coming year, and to exploring what other new opportunities the future holds for our community.

PATRICK E. BRADYChief Executive OfficerHEATH ALLIANCE FOR CARE, INC.

FROM THE DESK OF

The Chief Executive Officer

5

Heath Village Resident Groups& Organizations

Art GroupArts & CraftsBells of HeathBible StudyBingo VolunteersBocce LeagueBook Discussion GroupBridge PlayersDining Services CommitteeExercise Programs (Fitness over Fifty, Balance, Pilates, Chair Yoga, Zumba Gold & Seasonal Water Aerobics)Faith Chapel Hostesses & PianistsFlower TendersFriendly VisitorsFriendship Center Pen Pals and VolunteersFriendship Store VolunteersGenealogy GroupGreat Courses Series: History/Science/ Art/Music/TravelGreetersHeath Village ChoirHeath Village GardenersiPad Club/Technology GroupKnitting & Crocheting GroupLibrary VolunteersMahjongMaintenance and Operations CommitteeMartha’s Friendship CircleMen’s ClubMen’s WorkshopMutual Support GroupNewcomers CommitteeOpera GroupParkinson’s Support GroupPickleballPing Pong GroupPinochle PlayersPoker GroupResidents’ CouncilRosary GroupRummikubScrabble GroupShuffleboard GroupSpecial Events CommitteeStage CrewVespers VolunteersVillage Shoppe VolunteersWalking/Hiking GroupWii Bowling League

Women’s Association

Within a few months of the opening of Heath Village in 1966, the Residents’ Council was formed. Over the course of time, in addition to hosting social gatherings, they helped establish the library, Village Shoppe, community garden and several other amenities and events that make Heath Village what it is today.

The Residents’ Council consists of nine members. The 2019 Executive Board includes Barbara Hall, President; Don Buck, Vice President; Bill Reidenbach, Treasurer and coordinator of the Employee Appreciation Fund; and Marion Cosman, Secretary.

The remaining Council members chair one of five subcommittees: Erna Dietz (Friendly Visitors); Jim Kellerk (Dining); Jack O’Grady (Maintenance and Operations); Susan Sumner (Newcomers), and Special Events (currently open). Also serving on the Council is Frank Reitz, who was appointed by the Executive Director to be the resident liaison to the Board of Trustees. Frank serves as a non-voting member of both the Residents’ Council as well as the Heath Village Board of Trustees. He attends each meeting to help convey important decisions and ideas to both boards. Our meetings are also attended by a member of the Board of Trustees, Patrick Brady, Executive Director and Mary Ellen Bove, Chief Operating Officer.

The Council and the subcommittees meet monthly, except for July and August. Subcommittee meetings are open to the residents, and they are encouraged to attend and share their thoughts.

I wish to thank all those who participate, and encourage residents to consider serving on the Council.

BARBARA HALLResidents’ Council President

Seated (L-R): Erna Dietz, Marion Cosman Standing (L-R): Donald Buck, Jack O’Grady, Jim Kellerk, Susan Sumner, Barbara Hall, Frank Reitz and Bill Reidenbach

MESSAGE FROM THE PRESIDENT

Residents’ Council

6

The Meadows Health Car& Rehabilitation F

QUALITY CARE YOU EXPECT; COMPASSIONA

It is hard to believe that it was only a little oground on our new state-of-the-art Health Care Center & RFacility (HCC). Tremendous progress has been made since then and ware excited to announce that we expect the project to be completed in

the spring of 2020. We look forward to hapartners and vendors join us for a festiv

celebrate this new chapter in Heath Village’

As one can see from these images, the HCC is an expansivsquare foot facility. Consistent with current best practices

designed into small “neighborhoods” of 18 residentspersonalized routines and greater flexibility with residents’ schedules

The facility will also include a new Memory Care unit. In addition,the rehabilitation facility will include the latest technology in ph

occupational and speech therapies

We are confident that this investment will alloprovide the highest quality of healthcare not only for our current and

future residents, but will also significantly improservices for seniors living throughout the region.

7

The Meadows Health Care Center ehabilitation Facility

OMPASSIONATE CARE YOU DESERVE

as only a little over a year ago that we broke ground on our new state-of-the-art Health Care Center & Rehabilitation

remendous progress has been made since then and we e expect the project to be completed in ard to having our residents, community

endors join us for a festive ribbon cutting ceremony to celebrate this new chapter in Heath Village’s story.

As one can see from these images, the HCC is an expansive 92,000 . Consistent with current best practices, the HCC is

designed into small “neighborhoods” of 18 residents, allowing for more personalized routines and greater flexibility with residents’ schedules.

The facility will also include a new Memory Care unit. In addition, the rehabilitation facility will include the latest technology in physical,

occupational and speech therapies.

estment will allow us to continue to vide the highest quality of healthcare not only for our current and

, but will also significantly improve access to these services for seniors living throughout the region.

8

On Monday, November 18, 2019, with the passing

of Dr. Sanders Davis, Heath Village lost a good

friend and we, the Heath Alliance for Care Board

of Trustees, a loyal and valuable member. Sandy,

as he liked to be called, was a big man with an

even bigger heart. He joined the Heath Village and

Heath Alliance for Care Boards in 2001. Even with

his busy medical practice, Sandy was committed to

carrying out his Board and Committee duties. His

ever present big smile and common sense will be

greatly missed.

A gifted and caring doctor, Sandy served as

President of the Heath Alliance for Care Board

from 2009-2011.“Dr. Davis was a thoughtful and

loyal Heath Village Board member. He was a friend and mentor to me. I am very grateful for his years

of service, and his dedication to Heath Village and our residents,” said Heath Alliance for Care

CEO Patrick Brady.

Dr. Davis practiced medicine for 50 years. A pain management specialist, he worked at Morristown Memorial Hospital’s Rehabilitation Institute. He graduated from the University of Texas Southwestern Medical Center in 1965.

Sandy, along with his family, was a very active member of the Church of St. Joseph in Mendham, where he was an Ecumenical Minister.

He is survived by his wife Kathy, two daughters and a granddaughter.

Dr. Sanders Davis1938-2019

9

Canterbury Village, our assisted living facility located in West Orange, completed another successful year. Under the capable guidance of Art Dunsmore, we are pleased to report that Canterbury is 100% occupied.

In response to a significant increase in the number of inquiries received via our website, Canterbury Village redesigned its site to be more user-friendly and interactive. The site now includes a “Live Chat” function allowing visitors to ask questions in real time. This has proven a very effective marketing tool over the past several months.

Canterbury residents love our activities. We have continued with our favorite trips to the beach, restaurants and local points of interest.

Residents especially enjoy the discussion groups we host and musical entertainers who visit regularly. This year, staff has added evening activities which have also been popular and well attended.

We are sure, though, the favorite activity is our new daily pet therapy program. Art’s Golden Retriever puppy, Piper, burst onto the scene this summer. While still in training, Piper is in the facility with Art each day. She strolls along with him on his walks through the building, encouraging pats on the head and greetings from the residents. Piper, without a doubt, has very quickly become the most popular “staff” member!

During the warmer months, residents continue to enjoy eating breakfast and lunch outdoors in the courtyard. It’s a nice change of pace for residents and staff alike.

We commend the staff for another great year at Canterbury Village, and we look forward to continuing our tradition of providing the highest level of care for our residents.

WILLIAM “TIM” CARPENTERChairCANTERBURY VILLAGE

CANTERBURY VILLAGE

10

KATHLEEN BELLOWRehabilitation

BRENDAN CAHILLDining Services

TERI CICHLARRehabilitation

EDITH FRANCISCONursing

LUZ GIRALDOHousekeeping

KAMARA HERNANDEZNursing

EVGENY IVANOVHousekeeping

GAIL JENNINGSNursing

KELLY MCDERMOTTDining Services

MICHELE MULLIGANNursing

ROBERT PIERSONDining Services

JENNIFER RUTTERSocial Services

ATALA SALINASNursing

MARK SAMUELSDining Services

KIMBERLY SCHROEDERNursing

KELLY TODDNursing

5 Years CANTERBURY VILLAGE

RENALDO JIMENEZHousekeeping

FERNANDINA SOLISDining Services

HEATH VILLAGE

EMPLOYEE SERVICE MILESTONES

35 Years

JANICE CIPRIANIHeath Village

Marketing/Housing Services

30 Years

ELLEN WOOLFHeath Village

Dining Services

FANI GONZALESHeath Village Housekeeping

JILL MUTEKHeath Village

Administration

15 Years

NESTOR ROLDANHeath Village

Dining Services

20 Years

NADIANE JEANCanterbury Village

Nursing

DESIREE NEMETHHeath Village

Nursing

BARBARA KNARRHeath Village Maintenance

RICARDO VASQUEZHeath Village Housekeeping

RANDALL RAPOLLAHeath Village

Dining Services

ALEX BELENOHeath Village

Dining Services

VIVIAN BLANDURAHeath Village

Nursing

MARY ELLEN BOVEHeath Village

Administration

10 Years

10 Years

JIMMY FLORESHeath Village

Mayflower

DERVON MILLERCanterbury Village

Nursing

DEBORAH O’BRIENHeath Village

Administration

DAVID CABUSHHeath Village Pastoral Care

CHARLOTTE CARBONELLHeath Village

Nursing

DOREEN DEUTSCHHeath Village Housekeeping

11

Assets

Liabilities & Fund Balance

BALANCE SHEET 2019 2018

Current Assets $14,757,983 $13,222,775

Investments 9,792,396 9,120,734

Property & Equipment (Net) 53,262,109 38,312,179

Other 1,069,261 1,077,124

Total Assets $78,881,749 $61,732,812

Current Liabilities $8,987,287 $5,083,518

Long Term Liabilities 19,967,787 9,348,830

Total Net Assets 49,926,675 47,300,464

Total Liabilities & Net Assets $78,881,749 $61,732,812

Heath Alliance For Care, Inc. Consolidated Balance Sheet for 2019 vs. 2018

FINANCIALS

430 SCHOOLEY’S MOUNTAIN ROAD, HACKETTSTOWN, NJ 07840 TEL: (908) 852-4801 FAX: (908) 852-3748

Website: www.heathvillage.com E-mail: info@heathvillage.com

Facebook: www.facebook.com/heathvillage

*Heath Alliance for Care, Inc. is a not-for-profit corporation organized pursuant to the New Jersey Nonprofit Corporation Act (N.J.S.A. 15A:1-1 et seq.) recognized by the Internal Revenue Service as a tax-exempt charitable organization pursuant to Section 501(c)(3) of the Internal Revenue Code of 1986, as amended.

Philosophy:

Heath Alliance for Care, Inc. is dedicated to providing seniors with a full range of care, services and opportunities in a secure, dignified, spiritually fulfilling and stimulating environment.

Purpose of Corporation:

Heath Alliance for Care, Inc., a not-for-profit New Jersey corporation*, develops, manages and/or provides consulting services to senior care programs, senior housing, and long term care facilities.

The chief focus of Heath Alliance for Care, Inc. is to provide a full range of care and services which includes, but is not limited to, retirement communities, residential health care and nursing home

properties, Alzheimer’s care, social adult day care centers and intergenerational child care.

Mission Statement