Mission Preservation Through Change

Transcription

1 Mission Preservation Through Change Sponsored by

2 Facilitator: Nancy Hooks Vice President of Member Services, LeadingAge

3 Presenters: Kimberly Townsend President & CEO, Loretto Susan McDonough, FACHE Vice President, Strategy & System Development, Covenant Health Systems

4 PRESENTER Kimberly Townsend P A G E 4

5 Realignment to Achieve Financial Success P A G E 5

6 Loretto s Mission Loretto, rooted in a rich heritage of faith and service, works to honor and empower Elders and those who care for them to live with purpose, wholeness and dignity. P A G E 6

7 Loretto s Vision Statement Loretto will transform the face of eldercare in Central New York. P A G E 7

8 Who we are Since its beginning in 1926, Loretto has become: The leading long-term healthcare provider to more than 7,000 individuals and their families; A provider of a continuum of care of independent, enriched and ALP housing options, medical day care, PACE, rehabilitation, and skilled nursing, among others through 19 specialized care programs at 21 locations; P A G E 8

9 Who we are An innovator and developer of services which meet emerging community needs: PACE CNY, The Cottages, Complex Care Skilled Nursing, and Palliative Care; An essential safety net provider. In 2014, 80% of nursing home admissions were Medicaid eligible; The employer of choice for more than 2,400 dedicated employees and compassionate caregivers; and The provider of services generating annual revenues in excess of $150 million. P A G E 9

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11 Sources of Loretto Funding P A G E 11

12 The Loretto Care Network Enriched Housing and Assisted Living Other ministries (AISS, Foundatio n) Skilled Nursing Care/Reh abilitation/ Complex Care Home and Communi ty Based Care (PACE and AMD) P A G E 12

13 Where we were, and where we are today Days Cash On Hand Days Revenue in AR Current Ratio Debt Service Coverage Ratio Income (Loss) from Operations $(6,593,407) $4,392,509 P A G E 13

14 How we got there Complex Care Program Auburn Senior Services Cottages Open SJHHC/Loretto Affiliation Agreement DSRIP Expand Hospital Collaborations Standard Protocols & Quality Initiatives 2016 ALP Expansion Palliative & End of Life Care Extended SNF Admissions Specialty Care Open new PACE Day Center P A G E 14

15 The Future of Loretto Transforming Elder Care Our Pillars Person-centered Relationship-based Home-like environment Meaningful Life Continuum of care Advocacy for elders Employer of choice Provider of choice P A G E 15

16 Key Strategies Revitalization of Assets Operational Excellence Quality Revenue Growth Employee Development P A G E 16

17 Creating Home in Skilled Nursing/STR P A G E 17

18 Small Homes Care Model * Managed by Loretto P A G E 18

19 Housing with PACE Services PACE ONE Sally Coyne Center Malta House Malta Manor Community PACE TWO Catherine McAuliffe Center O Brien Road Heritage Bernardine Community P A G E 19

20 Every life matters immensely. Every well lived and completed life, helps in healing the world. - Rabbi Zalman Schachter-Shalomi P A G E 20

21 PRESENTER Susan McDonough P A G E 21

22 Maintaining Mission During Transitions

23 Covenant Health, Inc. Catholic, Not-for-Profit Health and Elder Care System Formed by Grey Nuns 1983; PJPP New England and PA-based, 30 Institutions Hospitals, Long Term Care, Assisted Living and Community Based Services Comprised of Sponsored/Member, Managed and Affiliated Facilities P A G E 23

24 Nashua, NH: St. Joseph Hospital Sponsored/ Member Burlington, VT: Fanny Allen Lawrence, MA: Mary Immaculate Managed Waltham, MA: Maristhill Affiliated Cambridge, MA: Youville House Worcester, MA: St. Mary Health Care Center Lewiston, ME: St. Mary s Health System Brockton, MA: St. Joseph Manor Biddeford, ME: St. Andre Health Care Elmhurst, PA: St. Mary s Villa Lexington, MA: Youville Place Bangor, ME: St. Joseph Healthcare 2 Cumberland, RI: Mount St. Rita Portland, ME: St. Joseph Rehabilitation and Residence Salem, NH: Salemhaven Weston, MA: Campion Health Center Haverhill, MA: Penacook Place Bangor, ME: Bangor Nursing & Rehabilitation Center Cambridge, MA: Sancta Maria Framingham, MA: Bethany 10 Worcester, MA: Notre Dame LTC Worcester, MA: Notre Dame du Lac Fall River, MA: Fall River Jewish Home Wellesley, MA: Elizabeth Mission Seton Preservation Through Change Wellesley, MA: Marillac November Residences 1 st, 2015 / 9:00 AM Boston, MA: Regina Cleri Manchester, NH: Holy Cross Health Center Covenant Health January,

25 Congregations and Dioceses Daughters of Mary of the Immaculate Conception New Britain, CT Missionary Sisters of the Society of Mary Waltham, MA New England Province of The Society of Jesus (Jesuits) Watertown, MA Poor Sisters of Jesus Crucified and the Sorrowful Mother Brockton, MA Sisters of Charity Halifax Halifax, Nova Scotia Sisters of Charity of Montreal, Grey Nuns Lexington, MA Sisters of Holy Cross Manchester, NH Sisters of Charity of St. Hyacinthe St. Hyacinthe, Quebec, Canada Religious Hospitallers of St. Joseph Colchester, VT Roman Catholic Archdiocese of Boston Boston, MA Roman Catholic Diocese of Portland Portland, ME Servants of the Immaculate Heart of Mary Good Shepherd Sisters of Quebec Saco, ME Sisters of Mercy Northeast Community Cumberland, RI Sisters of Notre Dame de Namur Ipswich, MA Sisters of St. Felix of Cantalice, Felician Sisters of North America Beaver Falls, PA Sisters of St. Joseph of Boston Brighton, MA P A G E 25

26 Maintaining Mission During Transitions Preserving Mission is more than keeping the crosses on the wall; it s a complicated, wellconsidered approach that comes from a great deal of advance work P A G E 26

27 Maintaining Mission During Transitions Ability to maintain Mission depends heavily on what type of transition Transfer of Sponsorship Shared membership Management Loose affiliation And with whom? Catholic NFP (other than Catholic) For Profit P A G E 27

28 Maintaining Mission During Transitions Leverage by current sponsor may depend on: When you start the process How strong the organization is Quality Strength of existing management Financial performance Debt Condition of physical plant Sponsor acumen/resources P A G E 28

29 Maintaining Mission During Transitions And the goals of the transition by existing sponsors Fund the retirement for the Sisters (Brothers, Clergy) Maintain existing resource of care for Sisters, etc. Protecting Catholic identity and continuity of ministry Protecting Sacred Cows Protecting existing staff Keeping things the way they are Getting professional help to support your efforts P A G E 29

30 Maintaining Mission During Transitions And how much control you want to have after transition We want everything the same just an experienced manager We want everything the same just access to services We want to protect the care for our Sisters and our Mission but we don t want to be responsible for this operation any more We are out of here and have made other arrangements for our Sisters P A G E 30

31 Maintaining Mission During Transitions Important to be able to have those questions answered before approaching anyone else Many resources such as Covenant and other large systems who are interested in Transfers of Sponsorship NFP/For Profit management companies exist; some are Catholic, others faith-based, most are For Profit Lots of For Profit companies interested in good assets P A G E 31

32 Maintaining Mission During Transitions Preserving Mission and Catholic Identity Know what your existing baseline is and what you are hoping to preserve We have formal Mission education and formalized programs at every level; e.g., Heritage & Horizon, Ministry Stepping Stones, Foundations We currently engage in Mission assessments We have regular celebrations and talk about our Mission We rely on the Sisters to be an example and to train our people/staff The Sisters take care of that Existing engagement of laity in Mission P A G E 32

33 Maintaining Mission During Transitions Be specific about expectations and what type of presence will Sisters continue to have Covenant uses a check list and discernment questions when approached by congregations about a potential Transfer of Sponsorship We want to know: What is Mission and how is it expressed? What continuing role do Sisters hope to have; e.g., seats on Board, continuing to work in Mission/spiritual care P A G E 33

34 Maintaining Mission During Transitions Does the facility currently care for Sisters and will that continue? Any special cases? What are Feast Days and other special days for the facility now? Continued staff in Mission/spiritual care? Is there a Chapel? How often is Mass said? What type of connections to local Catholic organizations? Are there any special artifacts/statues, etc., that need to be preserved or are leaving? Any particular celebrations, special foods, etc. that are important to the culture of the facility? P A G E 34

35 Maintaining Mission During Transitions Availability of sacraments and rituals for other faith traditions? Sister only spaces? And then Covenant promised in agreements to keep these traditions where possible Might have to be less specific than having daily Mass If entering into a sale with a For Profit company, should develop a similar list of expectations P A G E 35

36 Maintaining Mission During Transitions Some For Profit companies will agree to some of these things as part of the transaction, but do not expect it to be perfect Management companies work for Sponsors and should carry out your expectations Continued presence and identity can be an asset; Mission, values, spiritual care can be a differentiating factor good for Marketing P A G E 36

37 Maintaining Mission During Transitions Not everyone has to be Catholic to get the Catholic Mission Formal education programs on Mission and Catholic identity and Social Justice are a cornerstone to make certain everyone understands Education on the ERDs, how and why we treat people the way we do Interactions, salaries, benefits, etc. Commitment to quality and service Understanding the roots of the Mission and values; telling stories about heritage St. Marguerite and Burned Hospital helped provide comfort to MI during flood P A G E 37

38 Maintaining Mission During Transitions Preserving sacred space; e.g., no bingo in Chapel Having visible signs of Catholic Identity while still being a welcoming place for other than Catholics Maintaining/developing connections to local Catholic community If Sisters are still in building, giving them a continuing role in Mission, greeters, education programs of other residents and staff Continued community service P A G E 38

39 Maintaining Mission During Transitions What can get in the way? Waiting until last minute or poor leverage Not being clear about expectations Having unrealistic expectations Assuming that an informal approach will continue to work Dropping membership in LeadingAge/CHA Assuming that only Religious/Catholics will be only ones who can do this Board Members who want to protect Sisters Not engaging management and staff in understanding why this is so important P A G E 39

40 Questions and Answers P A G E 40

41 Thank you. Kimberly Townsend President & CEO Loretto Nancy Hooks Vice President of Member Services, LeadingAge Susan McDonough, FACHE Vice President, Strategy & System Development Covenant Health Systems