Foundation to implement recommendations of strategic grantmaking task force

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THE MT. SINAI HEALTH CARE FOUNDATION FOUNDATION NEWS SPRING 2007 Foundation to implement recommendations of strategic grantmaking task force THE FOUNDATION S STRATEGIC GRANTMAKING TASK FORCE, CHAIRED BY BOARD SECRETARY SALLY H. WERTHEIM, PhD, WAS CREATED TO REVIEW MT. SINAI S STRATEGIC GRANTMAKING OBJECTIVES AND ACTIVITIES AND TO RECOMMEND CHANGES THAT WOULD ENHANCE STRATEGIC GRANTMAKING INVESTMENTS. After meeting over several months, the Task Force reaffirmed that the goal of the Foundation s grantmaking is to continue the mission of The Mt. Sinai Medical Center, Cleveland s Jewish-sponsored hospital, now as an institution without walls, improving the health of the community through health philanthropy rather than through direct patient care. Chairs of the Strategic Grantmaking Advisory Committees Sally H. Wertheim Task Force Chair Renee Chelm Jewish Community Beth Wain Brandon Urban Community Keith Libman Health Policy Richard J. Bogomolny Academic Medicine/Bioscience The Task Force also reaffirmed that the Foundation s current areas of focus health of the Jewish community, health of the urban community, academic medicine/bioscience, and health policy are reflective of the Mt. Sinai mission and should remain the areas of grantmaking focus at this time. In addition to responding to grantmaking opportunities, the Task Force recommended that the Foundation undertake and stimulate impactful grantmaking in current areas of focus; examine and monitor local and national health issues, policy, and philanthropy in order to plan for and recommend future impactful grantmaking; and explore best practices from other grantmakers and communities to inform the strategic process. To carry out these strategic objectives, the Task Force recommended that four advisory committees comprised of Directors be established according to the Foundation s grantmaking areas of focus. The advisory committees will work with Foundation staff to give guidance to select foundation grantees, to strengthen the ability of the grantee to meet its mission and achieve its goals and to work with staff to provide grant monitoring and oversight for ongoing major Foundation investments. The following Directors were appointed to chair these advisory committees: Renee Chelm, Health of the Jewish Community; Beth Wain Brandon, Health of the Urban Community; Keith Libman, Health Policy; and, Richard J. Bogomolny, Academic Medicine/Bioscience. In addition, the Task Force recommended an increase in the Presidential Grant amount, providing the Board and staff with additional time to concentrate on larger, strategic initiatives within the Foundation s annual grants program. Increasing the dollar amount of Presidential Grants will also enable the Foundation to be more responsive and timely to requests between Board meetings. The staff will continue to convene and collaborate with other grantmakers regarding community needs, jointly identifying and, when appropriate, bringing forth funding recommendations to the Board for effective interventions such as Senior Transportation and the Health Policy Institute of Ohio. Serving on the Strategic Grantmaking Task Force were Directors Richard Bogomolny, Leslie Dunn, Victor Gelb, Henry Goodman, William Heller, Susan Hurwitz, Marc Krantz, Robert Reitman and Bennett Yanowitz. All of the recommendations of the Task Force were approved by the Board of Directors at its December 2006 meeting.

FOUNDATION NEWS MT. SINAI LEGACY ACHIEVED THROUGH NURSING GRANTS THE MT. SINAI SCHOOL OF NURSING, WHICH OPERATED BETWEEN 1915 AND 1970, WAS AN IMPORTANT PART OF THE MT. SINAI LEGACY AND EDUCATED THOUSANDS OF NURSES WHO SERVED THE COMMUNITY WITH SKILL AND PRIDE. Thanks to this legacy, The Mt. Sinai Health Care Foundation has recognized the importance of nursing professionals in the delivery of health care and has funded a variety of nursing programs focused on academic nursing and patient care. The grants awarded have addressed issues around the nursing shortage and have supported programs that offer educational opportunities to nurses. Grants have also addressed the support professions such as State Tested Nursing Assistants (STNAs), dining assistants and home health aides. Grants have, in addition, supported programs that place nurses within the community setting. The United States is in the midst of a nursing shortage caused by a variety of complex circumstances. Some of the causes of the nursing shortage include rapid population growth, a decline in nurses earnings relative to other career options, low job satisfaction and poor working conditions that contribute to workforce retention problems, and an increasingly diverse population that requires intensive health care services. These issues are occurring at the same time as the majority of nurses are retiring and job opportunities outside of nursing are expanding. Recent studies show that Northeast Ohio will require 4,000 new nurses in the next five years in order to meet patient demands. In addition, data show that the average age of a nurse in Northeast Ohio is 43 with significant respondents indicating plans to leave the field within the next several years. To help address the nursing shortage the Foundation has funded the following programs: NOTRE DAME COLLEGE (2005) To support the start-up and strategic development costs associated with the establishment of a comprehensive Bachelor of Science in Nursing (BSN) program. Phase 1 of this program is focused on admitting graduates of associate and diploma programs (RN) and providing them with an accelerated baccalaureate nursing degree program that will result in a BSN. Phase 2 of the program is the creation of a standard baccalaureate nursing program. CENTRAL SCHOOL OF PRACTICAL NURSING (2004 and 2005) To support a newly-created position of Attrition Reduction Specialist to provide assistance to students in the nursing program to increase the student success rate. CENTER FOR HEALTH AFFAIRS (2006) To help pilot an online clinical placement tool at two Cleveland-area hospitals, MetroHealth Medical Center and The Cleveland Clinic Foundation. Using online placement software developed in Portland, Oregon, the tool will help identify clinical placement opportunities for students in Northeast Ohio schools of nursing that will provide a time-effective and cost-effective way for nursing faculty to match students with appropriate training opportunities. LAKELAND FOUNDATION (2004) To help establish Project Caritas to provide health services to the homeless population of Painesville who attend a hot lunch program at the Painesville Salvation Army facility. In addition to providing health services to a disenfranchised population, each year approximately 70 nursing students from Lakeland Community College will receive training by working at the site under the supervision of nurses and a physician. (continued on page 4) 2

GRANT AWARDS FALL 2006/WINTER 2007 GRANT AWARDS The Board of Directors takes pleasure in announcing its fall 2006 and winter 2007 grants: HEALTH OF THE JEWISH COMMUNITY HEALTH OF THE URBAN COMMUNITY Jewish Community Federation of Cleveland $150,000 for allocations to health and human service agencies. Jewish Family Service Association ( JFSA) $300,000 over three years for its Transformation and Enhancement Initiative to build capacity and infrastructure. ACADEMIC MEDICINE & BIOSCIENCE The Cleveland Clinic Foundation $75,000 for activities of the Mathile and Morton J. Stone Chair and Professorship. The Mt. Sinai Health Care Foundation Up to $120,000 over two years as matching funds for the Robert Wood Johnson Foundation s Partners Investing in Nursing s Future program, for which The Mt. Sinai Health Care Foundation would serve as lead agency, if approved. The project addresses the nursing shortage by training new nursing school and clinical nursing faculty, thereby allowing Northeast Ohio schools of nursing to admit additional students. HEALTH POLICY Health Policy Institute of Ohio $450,000 over three years for core funding to improve the health of Ohioans through informed policy decisions. Hebrew Free Loan Association $32,500 to create a revolving loan fund for individuals to enroll in nurse assistant (STNA) and home health aide training programs of the American Red Cross. LEAP (Linking Employment, Abilities and Potential) $48,081 over two years for the Personal Assistance Cooperative Initiative to address the personal assistance needs of children and aging adults with disabilities. Milestones Organization $125,000 over three years to professionalize its work on behalf of children with autism spectrum disorders and their families. Minority Women with Breast Cancer Uniting $28,540 for its Urban Church-based Breast Cancer Education Program. Neighborhood Family Practice $52,565 to plan for first-ever accreditation by the Joint Commission for Accreditation of Health Care Organizations (JCAHO) North East Ohio Health Services $149,296 over two years to engage benefits specialists to maximize client access to public sector health benefits for which they qualify. The OASIS Institute $69,150 over two years to launch the Cleveland Active Living Every Day program for seniors in the urban community. Recovery Resources $75,000 over two years to expand treatment for co-occurring diseases of mental illness and substance abuse. Senior Transportation Connection of Cuyahoga County $75,000 for Year II start-up funding for new senior transportation coordinating agency. ESTATE GIFTS The Mt. Sinai Health Care Foundation is pleased to acknowledge that the following bequests and distributions were recently received: Dr. Hans J. and Betty Rubin Trust Morton J. and Mathile W. Stone Philanthropic Fund of The Jewish Community Federation 3

THE MT. SINAI NURSING LEGACY (continued from page 2) The shortage of entry level direct care workers continues to be at the heart of providing quality care to seniors and others living at home and in institutional settings. The Foundation has responded by awarding grants to address the need for health care workers in support positions. Some of the grants awarded are: AMERICAN RED CROSS OF GREATER CLEVELAND (2002, 2004) To support the Foundations for Caring Nurse Assistant/Home Health Aide (Nurse Assistant) Training Program that provides training and placement assistance for home health aides and nursing assistants for institutional settings (State Tested Nursing Assistants STNAs). HEBREW FREE LOAN ASSOCIATION (2006) To establish a guaranteed/ revolving loan fund at Hebrew Free Loan Association that would provide loan funding for applicants to the American Red Cross Nurse Assistant Training Program. As each student repays his/her loan, the money becomes available for new loans for new students. An important value-added component offered by Hebrew Free Loan is the training provided to borrowers on credit and money management, budgeting and the establishment of a repayment schedule. CUYAHOGA COMMUNITY COLLEGE (2000) To establish new training programs for entry-level and incumbent health care workers to serve the needs of the acute, sub-acute and long-term health care industries. Programs offered include those for home health aides, health unit coordinators in hospitals, nursing homes and physician offices, patient care aides and medical insurance claims examiners. This grant led to the establishment of the Center for Health Industry Solutions at Tri-C. EL BARRIO (2003) To bring Creando Posibilidades Creating Possibilities in Health Careers to Cleveland s Hispanic community. This Local Initiative Funding Partnership program of the Robert Wood Johnson Foundation is focused on increasing access to health care for individuals in Cleveland s rapidly growing Hispanic community, on creating new avenues of access to health care professions for qualified youth and adults of the Hispanic community, and on bringing a new approach and necessary additional bilingual workforce to Cleveland s critical nursing shortage. Approximately 81% of older adults with physical or mental impairments live in community-based, in-home settings. Among those 85 and older, almost 50% have some type of need for long-term care. Many have functional difficulties that impair their ability to perform self care tasks or limitations imposed by the effects of adult-onset brain disorders. To help address the needs of older adults and also the needs of individuals who lack access to care because of disparities that exist, the Foundation made grants that provided nursing support where it did not exist. The following grants supported nurses within the community setting: JENNINGS CENTER FOR OLDER ADULTS (2002) For the clinical nurse coordinator s position for an adult day center and geriatric medical clinic. This program was designed to help frail and memoryimpaired older adults remain in their homes as long as possible in a safe and supportive manner. These programs offer seniors and family caregivers a single-source solution for managing the complex health care and functional support needs associated with aging. THE UNIVERSITY CIRCLE, INC. (UCI) WELLNESS AND HEALTH ENHANCEMENT PILOT PROJECT AT ABINGTON ARMS (2004) To provide an on-site registered nurse from Jewish Family Service Association s Community Care at Home to meet the needs of those residents who could not afford individual services but would benefit from the interaction with a care provider who could offer minimal health interventions. NEIGHBORHOOD FAMILY PRACTICE (2004, 2006) To provide partial salary and benefits of a newly-created position of chronic care coordinator. This coordinator oversees the implementation of the Chronic Care Model, a collaborative project of community health centers that is managed nationally by the U.S. Bureau of Primary Health Care. Neighborhood Family Practice has restructured care to patients with three identified chronic illnesses depression, diabetes and cardiovascular disease. The new structure represents a change from an episodic approach to treatment of a chronic illness to one of planned care. Comprehensive patient self-management programs are part of the program. THE NEED TO SUPPORT NURSING THROUGH A VARIETY OF APPROACHES HAS BEEN RECOGNIZED BY AND CONTINUES TO BE A FOCUS OF THE MT. SINAI HEALTH CARE FOUNDATION. STRENGTHENING NURSING EDUCATION AND PRACTICE FULFILLS THE MT. SINAI MISSION. 4

COMMEMORATIVE GIFTS & BOARD OF DIRECTORS THE MT. SINAI HEALTH CARE FOUNDATION expresses its sincere appreciation to its friends and supporters for their many generous contributions. In addition to honoring or remembering loved ones, gifts to the various funds help to improve the health status of the Greater Cleveland community through the Foundation s grantmaking program. The following contributions were received between October 1, 2006, and April 30, 2007. SPECIAL GIFTS Dr. Willard A. Bernbaum Memorial Fund Henry and Madeline Bernbaum Robert Gelb Memorial Fund In Memory of Robert Gelb Lewis Miller Philanthropic Fund Lewis Miller Memorial Fund of The Jewish Community Federation of Cleveland The Mt. Sinai Heart Fund Lucia Donner Trust CONTRIBUTIONS Abram B. and Sylvia S. Memorial Cancer Lecture Fund In Memory of Abram and Sylvia Efroymson John and Donna Efroymson The Mt. Sinai Health Care Foundation General Fund In Memory of Esther Pollock Neil Peterman Barbara Sims Seymour Liberman John and Leslie Dunn Dr. William Herman Pediatric Lectureship Fund In Memory of Dr. William Herman Sarah Dick Alan Hubar Memorial Fund Rita S. and Alan M. Hubar Philanthropic Fund of The Jewish Community Federation of Cleveland Klarreich-Friedman Behavioral Medicine Fund In Celebration of Morton & Natalie Epstein In Honor of Sally H. Wertheim, PhD Susan Klarreich Roger S. Landers Research Fund In Honor of Jake Apelbaum Marshall and Marilyn Bedol Edward Kellerman In Memory of Bill Belman Father of Hedy Demsey Chuck Feiner For Recovery of Elaine Apelbaum Harriett Garson Irwin and Ruth Isroff In Memory of Esther Landers Edward and Irene Kellerman Ron and Jane Mack Richard and Florence Perlmuter Edgar & Roslyn Freedman Medical Teaching Fund In Honor of Sol Mix Edgar W. Freedman In Honor of Victor Gelb Richard Osborne and Elizabeth Osborne Grandson of Brad and Linda Demsey Dr. Michael Landers Michael and Dorothea Polster Michael and Jodi Rogoff Allen S. Roth, MD Bennett Yanowitz Chair Victor Gelb William H. Heller Vice-Chairs Marc C. Krantz Treasurer Sally H. Wertheim, PhD Secretary Richard J. Bogomolny Beth W. Brandon Renee Chelm David Goldberg Henry J. Goodman Harley I. Gross Susan Hurwitz Patricia M. Inglis Julian Kassen, MD Marvin Lader Keith Libman Zachary T. Paris Jeffrey L. Ponsky, MD Susan Ratner Norton W. Rose Shelley Roth Susan E. Rubin Alan R. Schonberg Philip S. Sims Judith Weiss Nancy G. Wolf, MD, PhD Timothy F. Wuliger Leslie D. Dunn S. Lee Kohrman Robert S. Reitman Life Directors Morton G. Epstein Director Emeritus FOUNDATION STAFF Mitchell Balk, President Ann Freimuth, Program Officer Shelly Galvin, Program Officer Melanie Gavin, Financial Officer Genese Hewston, Program Assistant Lisa Zwolinski, Administrative Assistant 5

THE MT. SINAI HEALTH CARE FOUNDATION Published for friends of The Mt. Sinai Health Care Foundation The Mt. Sinai Health Care Foundation, Cleveland, Ohio FOUNDATION NEWS SPRING 2007 The Mt. Sinai Health Care Foundation Allen Memorial Medical Library Building 11000 Euclid Avenue Cleveland, Ohio 44106-1714 216-421-5500 Phone 216-421-5633 Fax www.mtsinaifoundation.org ADDRESS SERVICE REQUESTED Non Profit Organization U.S. Postage Paid Cleveland, Ohio Permit No. 2671 FOUNDATION NEWS NEWS IN BRIEF Mt. Sinai Director Sally H. Wertheim, Ph.D., and President Mitchell Balk led a roundtable discussion on measuring the effectiveness of foundation public policy initiatives at the Center for Effective Philanthropy s National Educational Conference on March 9, 2007, in Chicago. JOIN MT. SINAI S LEGACY OF CARING You can become part of Mt. Sinai s living legacy by establishing a named fund, thereby creating a permanent source of income to carry out the Mt. Sinai mission. For more information about how to make The Mt. Sinai Health Care Foundation part of your philanthropic legacy, please contact Mitchell Balk, president of the Foundation at 216-421-5500. SAVE THE DATE THURSDAY, JUNE 14, 2007 5:15 PM 10TH ANNIVERSARY 2007 ANNUAL MEETING SEVERANCE HALL REINBERGER CHAMBER HALL Celebrating Ten Years of Grantmaking 1997 2007 Presentation of the 2007 Maurice Saltzman Award to Jeffrey L. Ponsky, MD Tribute to Outgoing Board Chair Bennett Yanowitz Special Video Presentation How a Foundation Works When It s Really Working 6