Sancta Marias Windsor House Inc.

Transcription

1 Sancta Marias Windsor House Inc. General Information c/a New Communities Services Inc 11 Cambridge, MA 2139 (617) Website Organization Contact Liz Olson Year of Incorporation 2 1

2 Statements & Search Criteria Mission Statement Windsor House Adult Day Health (ADH) program became the geriatric program of New Communities Services, Inc. (NCS) in 1977, and currently operates two lively cost-effective adult day health centers. It continues with an excellent track record to keep adults where they want to be- in the familiar settings of their homes and communities and is committed to provide eligible residents opportunities to age in the least restrictive place, with services designed to maintain independence and enhance their sense of self-worth. Windsor House ADH also aims to diminish caregiver stress through respite, support groups, and educational materials. Background Statement Windsor House Adult Day Health (ADH) program became the geriatric program of New Communities Services, Inc. (NCS) in 1977, and continues with an excellent track record to keep adults where they want to be- in the familiar settings of their homes and communities. Impact Statement Despite challenges to meet new building and staffing requirements imposed by the Department of Public Health while state funding remained low, Sancta Maria's Windsor House served about 65 clients and their families in the past year. Needs Statement Sancta Maria s Windsor House is partnered with the Sancta Maria Nursing Facility in Cambridge, and serves a frail and poor population with an array of diagnoses, including physical disabilities, mental illnesses, cognitive challenges, and Alzheimer s disease. The cost of a day's program is at least $8, yet sate reimbursement through MassHealth is only a fraction of this cost at $58.68; 85% of clients are on MassHealth. Service Categories Adult Day Care Geographic Areas Served Located in Cambridge but branches out to surrounding area including Watertown, Somerville, Belmont, Arlington and Brighton. Please review online profile for full list of selected areas served. 2

3 Programs Windsor House Adult Day Health Description Windsor House Adult Day Health programs specialize to improve the quality of life for older adults, adults with physical and/or cognitive limitations, and their caregivers with quality day programs including medical, recreational, and social services. Caring, skilled staff tailor activities to meet the unique health and emotional needs and abilities of each individual. Nurses monitor vital signs, administer medications and coordinate with clients' physicians; all staff are critical observers for behavior changes which can be symptoms of a larger medical issue, especially urinary tract infections. Each client is served a continental breakfast, hot lunch and snack, providing nutrition and dietary needs. Partnerships with transportation companies ensure safe rides to and from the facility. Windsor House ADH fosters independence and self-esteem of participants and in turn provides needed respite to caregivers who are also offered a library of information and support groups. Budget 81 Category Population Served Program Short Term Success Program Long term Success Human Services, General/Other Services for Specific Populations Elderly and/or Disabled, Families, By the end of a year, the program will serve over 65 clients and provide respite to their caregivers impacting close to 1 people. The time given to an elder spouse, or an adult child can be greatly appreciated. For example, an adult child may have children who need attention or any caregiver needs time to take care of his or her own health. Most often, an elder will enjoy the day, have a nice lunch out, and meet new people and be happier and ready for a good night's rest at the end of the day. To maintain the quality Adult Day Health program Windsor House has done for over 4 years despite the rising costs and requirements from state agencies for building renovations and client ratios, and continue to make a difference in the lives of participants and their families. At least 9% of participants will be able to remain in their own homes in the community for a longer period of time, avoiding the cost and move to a nursing home or assisted living. Participants levels of self-esteem and independence will flourish and their caregivers will gain from the support and respite. With nurses and trained staff, behavioral changes are more often noted and medical diagnoses caught and dealt with sooner, especially in clients with Alzheimer's dementia. 3

4 Program Success Monitored By Client attendance for the most part confirms client interest (with some exception with inclement weather). Families will often give feedback on what is working or not working, often shared through the social worker or program director. Nurses and staff often noted behavior changes through observation and this can help catch medical needs or note successes. Clients will also share their experiences with staff or ask to come in an extra day because they want to and enjoy the program. Examples of Program Success A positive example of successful service is a story about an 89 year old woman with an Alzheimer s diagnosis who lives with two of her grandsons in Cambridge and attends the Adult Day Health program twice a week. She shared that she likes to socialize and talk about her past occupation as a seamstress with peers. She enjoys the activities which challenge her mind and enhance her memory skills. It was reported that when this woman is not at Sancta Maria s Windsor House, she sits alone in the dark by herself while the family is at work. Time spent at Sancta Maria s Windsor House minimizes the amount of isolation and instead boosts socialization with peers, increases self-esteem, and the overall level of enjoyment rises. Program Comments CEO Comments no comments at this time 4

5 Management CEO/Executive Director Executive Director Term Start Mar 216 Ms. Ashley Thibault CDP Experience Former Acting Assistant Executive Director, and former Program Director Former CEOs Name Term Mrs. Elizabeth Pavoni LSW, CDP - Mar Senior Staff Ms. Alice O McCarter LICSW Title Vice President, New Communities Inc Experience/Biography Ms. McCarter holds a MSW from Boston College School of Social Work, is a Licensed Independent Clinical Social Worker and a Certified Housing Manager. Ms. McCarter is Vice President of the Housing Services Division of New Communities Services, Inc. with a focus on low-income affordable and Tax Credit properties managed by the company. Staff Information Full Time Staff Part Time Staff Volunteers Contractors Staff Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian Hispanic/Latino Native American/American Indian Other Indian Staff Demographics - Gender 5

6 Male Female Unspecified 1 16 Formal Evaluations CEO Formal Evaluation CEO/Executive Formal Evaluation Frequency Senior Management Formal Evaluation Senior Management Formal Evaluation Frequency nmanagement Formal Evaluation n Management Formal Evaluation Frequency N/A Yes Annually Yes Annually Plans & Policies Organization has a Fundraising Plan? Organization has a Strategic Plan? Organization Policy and Procedures ndiscrimination Policy Whistleblower Policy Document Destruction Policy Under Development Under Development Under Development Collaborations Community Cooks and Somerville-Cambridge Elder Services (nutrition), SCM/Door-to-Door transportation, REM Transportation (transportation), Lesley College, Simmons College, Boston University (college interns) 6

7 Board & Governance Board Chair Board Chair Sister Mary Mark Company Affiliation former President Term Dec 1998 to 216 Board Members Name Affiliation Status Sister Mary Mark Mrs. Alice O. McCarter Mrs. Mary Jane ttonson Mr. Roy Publicover Mrs. Pamela Shea Ms. Emily Shea former President (deceased) VP of New Communities Services, Inc Clerk/ Administrator, Sancta Maria's Nursing Facility Director Director Director Board Demographics - Ethnicity African American/Black Asian American/Pacific Islander Caucasian 6 Hispanic/Latino Native American/American Indian Other Board Demographics - Gender Male Female Unspecified 1 5 Board Information Number of Full Board Meetings Annually Board Meeting Attendance % Written Board Selection Criteria? Written Conflict of Interest Policy? Percentage Making Monetary Contributions 3 1% Under Development Under Development 85% 7

8 Constituency Includes Client Representation 8

9 Financials Fiscal Year Fiscal Year Start Oct 1, 216 Fiscal Year End Sept 3, 217 Projected Revenue $825,35. Projected Expenses $87,. Endowment? Credit Line? Yes Reserve Fund? Months Reserve Fund Covers Detailed Financials Revenue and Expenses Fiscal Year Total Revenue $88,494 $68,126 $563,33 Total Expenses $869,728 $638,38 $554,372 Revenue Sources Fiscal Year Foundation and Corporation Contributions Government Contributions $ $ $ Federal State Local Unspecified -- $ $ Individual Contributions $6,9 $8,615 $8,6 Indirect Public Support -- $ $ Earned Revenue $81,594 $671,511 $555,243 Investment Income, Net of Losses -- $ $ Membership Dues -- $ $ Special Events -- $ $ Revenue In-Kind Other -- $ $ 9

10 Expense Allocation Fiscal Year Program Expense $75,574 $544,399 $477,24 Administration Expense $164,154 $93,981 $77,132 Fundraising Expense -- $ $ Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 81% 85% 86% Fundraising Expense/Contributed Revenue % % % Assets and Liabilities Fiscal Year Total Assets $118,92 $126,961 $92,185 Current Assets $97,493 $14,547 $84,49 Long-Term Liabilities $5, $ $ Current Liabilities $93,93 $9,728 $97,698 Total Net Assets ($25,1) $36,233 ($5,513) Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 42% % % Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Capital Campaign Currently in a Capital Campaign? Comments Foundation Staff Comments Financial summary data in the charts and graphs above are per the organization's IRS Form 99s. Contributions from foundations and corporations are listed under individuals when the breakout was not available. Created Copyright 217 The Boston Foundation 1