IOOF Seniors Homes Annual Report 2021

IOOF Seniors Homes Inc. 2020-2021 ANNUALREPORT

The IOOF Seniors Homes Inc. has been serving the needs of seniors in Ontario for over 100 years. We are committed to caring for seniors through the development of new and innovative concepts in support programs, health care services and housing initiatives. We are a not-for-profit charitable organization currently operating several facilities in Barrie, Ontario. The organization provides a full continuum of care for seniors from independent living to supportive housing, rent- geared-to-income housing and Long-Term Care. TABLE OF CONTENTS 3.............................................. Our Mission, Vision, and Values & Strategic Priorities 4................................................................A Message from our CEO and Board Chair 5....................................................................................................... Board of Directors 6......................................................................................................................Our Team 8.......................................................Odd Fellow & Rebekah Home (Long-Term Care) 10............................................................................................................ Food Services 12.............................................................................................Environmental Services 14....................................................................................... Housing Accommodations 14.................................................................................................................................................Heritage Place 15....................................................................................................................................................... The Manor 15................................................................................................................................................... The Terraces 16................................................................ Revenue Development & Redevelopment 18....................................................................................Community Comes Together 20................................................................... Program Support & Volunteer Services 22...................................................................................................Financial Highlights 2 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21

STRATEGIC PRIORITIES MISSION We are committed to the Caring is our reason for being philosophy of Resident First: A culture of ongoing quality, VISION caring, and improvements to meet the changing needs of our To meet the demands of a changing healthcare Residents. environment and to provide We recognize that “Individually exemplary Resident care by: we are one drop, but together, Caring First we are an ocean.” Inspiring Teamwork Strengthening Connections We recognize that communities Building our Future grow stronger when its citizens Growing Sustainability (Residents, staff, stakeholders) VALUES regularly and persistently do a variety of simple things We are committed to: together that allows them to connect with each other, build Compassion trust, and get involved. Providing compassionate care and comforting support We are committed to partnering with the Ministry to renovate Accountability our facility to provide our Residents with secure, safe, Acting with integrity and transparency and comfortable surroundings. Respect We acknowledge the Upholding Residents’ rights and importance of addressing diversity sustainability for an aging population and for increased Excellence demand for long term care. Providing the highest quality of care and service IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 3

A MESSAGE FROM OUR CEO & BOARD CHAIR When the COVID-19 pandemic was declared in March of This has been a very difficult and challenging year for so 2020, I am not sure that any of us could have predicted many of us! As I wrote my report last year I was thinking, that 16 months later we would still be impacted and “well, this really can’t go on much longer.” It appears I was dealing with this outbreak. It has proven to be perhaps the rather wrong in that hope. We have struggled together greatest challenge that all of us have experienced in our for well over a year in the grips of this pandemic. Let us lifetime. The COVID-19 pandemic has had a devastating hope and trust that we will be able to come back to some impact on seniors living in Ontario’s Long-Term Care semblance of normalcy by the end of this calendar year! Homes as well as the staff who care for them, and our hearts go out to all those who have been affected. To Garry Hopkins, our CEO, and all of our Directors and Managers, I thank you for your leadership in this past year. Since the beginning of the pandemic, it has been the desire You have gone above and beyond and your extra special of the IOOF Seniors Homes Inc. to keep our Residents safe labours have not gone unnoticed. I give you my thanks and cared for. It is also important that the families of our and the thanks from the Board of Directors for everything Residents are confident that their loved ones are being you have done. You have done an outstanding job! I know kept safe and are receiving the care that they deserve. that this has not been an easy year but you have shown We celebrate that up to this point in time, none of our us, once again, why we can say that we have the most Residents have contracted COVID-19. We are only able to amazing people working at the IOOF! accomplish this because of our leadership team and of course, our frontline “Heroes” who dedicate themselves To our staff, you ARE amazing. Never doubt just how daily to the well-being and safety of our Residents. Their amazing you are! You have been the frontline in dealing perseverance during this pandemic demonstrates their with the fallout from this pandemic and you have been compassion for the Residents that they care for. That stretched and challenged. You have met and exceeded is why they leave their homes and families every day to these challenges and I am so grateful for all of you. Thank bravely and proudly care for our Residents. you so much for your best work, your modest pride, your earnest faith and your deepest loyalty. You ARE amazing! There are many exciting things that are happening at the We do have the very best people working in the IOOF! IOOF Seniors Homes. We are excited for the future of our organization, particularly as it relates to our redevelopment To our Residents at all facilities, thank you for doing all and expansion. On November 20th, 2020, the Minister of you have during this pandemic. It has largely been your Long-Term Care announced the approval of a Long-Term efforts, in the places you live, that have kept us well behind Care Development Project for the IOOF Seniors Homes. the curve. I know it has not been easy and that we all are This announcement includes the following: growing somewhat “pandemic weary”. Thank you for all you have done and for the manner in which you have dealt • The redevelopment of 66 existing long-term care beds; with the difficulties that have presented themselves. and To the families of our Residents, I say thank you as well. • The construction of 64 new long-term beds You have faced the difficulties of separation from your loved ones in an effort to help to keep everyone safe and I This project is expected to start in late spring of 2022. thank you. You have done a wonderful job! Hopefully this AGM report captures some of the activities During the time remaining in our isolation and pandemic that have taken place in the last year. It is our intent that steps, we will assure you that we are keeping abreast all we undertake aligns with our mission: “Caring is our of what is happening. We are keeping an eye on our Reason for Being.” resources to continue to ensure the quality of care for our families, Residents, staff and our management team. We My deepest gratitude and appreciation goes out to will continue to provide the most effective services to all of the Board of Directors, the leadership team, the kind our stakeholders. and capable employees, physicians, volunteers, and contractors for their loyalty and dedication to the I extend my heartiest thanks to all of you, and extend my Residents who call the IOOF Seniors Homes Inc. their sincere thanks to our Board of Directors as well. Let’s look home. Your support is truly evident. It is a privilege and forward to the time when we will all greet each other face “sacred trust” to serve our Residents and their families. to face, once again! Chief Executive Officer Chair of the Board of Directors Garry C. Hopkins John Nichols 4 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21

BOARD OF DIRECTORS With appreciation, we thank the following individuals who served on IOOF Seniors Homes Inc. Board of Directors in 2020-2021: John Nichols Garry C. Hopkins George Clarke (Board Chair) (CEO) Charles Pole Elayne Whitfield Jim Edwards Gwen Barron Jim Broadfoot (Vice Board Chair) Gene Dopp June Ritchie Susan vanAmelsvoort (Board Secretary) June Ventresca Bob McMahon IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 5

OUR TEAM MANAGEMENT Garry C. Hopkins Myles Keeble CEO Karen Jones Director of Finance & IT Lindsey Webb Director of Resident Care Pat Jeffrey Assistant Director of Resident Care Consultant - Nursing Management Valerie Bennett Director of Human Resources Ed Urbonavicius Director of Facilities & Environment Shean Wadham Manager of Facilities & Environment Mary MacDougall Director of Housing Accommodations Director of Program Support & Volunteer Services Gaja Damas Director of Food Services Darlene Lee Nurse Managers Danielle Mountford & Shannon Willison Property Manager Elvis Pohl ADMINISTRATIVE STAFF Barb Scott Payroll & Benefits Administrator Laurissa Rossi & Niki Campbell Scheduling Administrator of Resident Care Administrative Assistant of Housing Accommodations Irene Delisle Executive Administrative Assistant Cathie Foley Administrative Assistant Home Kelly Young Resident Accounting Administrator Bonnie Gowanlock Accounting Administrator Stephanie Hopkins Human Resources Assistant Deanna Risi Graphic Designer / Revenue Development Assistant Jillian Sliter 6 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21

EMPLOYEE RECOGNITION Unfortunately, due to the pandemic, we were unable to hold an official Employee Recognition ceremony this year. Directors personally handed each recipient their gift and thanked them for their continued dedication and support to the IOOF. This year the IOOF provided staff with 5 years or more service, with a substantial monetary gift as a token of our appreciation - we could not do this without them. The following employees were recognized for years of service: 5 YEARS 10 YEARS 15 YEARS Amanda Jones Jadine Wolf Nadine Rosik Jacqueline Brigaitis Elliane Correia Deborah Taylor Barbara Mills Linda McClelland Desiree Ryder Patti Cranney Kimberly Colley Unice O’Connor Susan Dwyer Thompson Isabelle McCarthy Kerri Wyldes Eileen Printess Kelly Young Erin Bamford Amanda Marsan Riley Summerton Lisete Da Silva Zahir Poonja Amanda Black Kim Jewer Christine Brown Lauren Plumridge 20 YEARS Lisa Knox Maureen Forbes Esther Awiten Shannon Loyola Tammie Rempel In addition to those above, 29 employees received pins for 3 years of service. FULL TIME PART TIME CASUAL EMPLOYEES EMPLOYEES EMPLOYEES 135 97 115 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 7

ODD FELLOW & REBEKAH HOME (LTC) RESIDENT CARE SERVICES support of his Physician Assistant Michael Holmes. Dr. Poonja makes himself available to speak with The Resident Care department is committed to families to discuss issues or concerns. quality improvement, and is sensitive to the difficult challenges faced by our Residents and their families. The Home is fortunate to have the services of a full time Nurse Practitioner. Sarah Bremner and Julie We are more than a year into this pandemic fight Myers have shared the role this year. The Nurse and our Resident Care team have only shown more Practitioner is able to offer timely access to care resolve. and treatment while performing comprehensive assessments and helping to manage chronic It has been humbling to see the love, sense of duty, disease. Having the Nurse Practitioner on site responsibility, dedication and professionalism our provides support and training to nursing staff, which staff possess. While so many families could not be in turn reduces the need for acute care services with their loved ones, staff have stood in as the social due to fewer Residents needing to be transferred to and emotional support system for our Residents. emergency departments. Our teams stepped up to be all things for so many Residents. The Resident Care department continues to pursue opportunities to serve our Residents more effectively. We have created strong alliances with our external partners in the community to provide improved quality of care. MEDICAL SERVICES Dr. Zahir Poonja began providing services to Residents at the IOOF Home in July 2004. He makes routine rounds on Tuesday mornings along with the STATEMENT OF FINANCIAL ACTIVITIES (LTC) TOTAL REVENUE: $ 17,625,220 $ 12,241,286 Amortization $ 176,679 $ 4,070,637 Donations & Trust Funds $ 116,528 Ministry Funding $ 1,020,090 Resident Rental & Other Income Miscellaneous Revenue TOTAL EXPENSES: $ 17,162,137 $ 12,527,722 Interest on Long Term Debt $ 395,330 $ 604,017 Amortization Expense $ 501,191 Salaries & Benefits $ 2,295,982 Replacement Reserves $ 30,000 Building & Property $ 807,895 Supplies & Other Expenses Corporate Allocations NET REVENUE: $ 463,083 8 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21

NORTH SIMCOE MUSKOKA SPECIALIZED Since the onset of the pandemic, regular town hall GERIATRIC SERVICES OF ONTARIO meetings have been held to provide support to all employees in the Home. These meetings help to keep The Resident Care department utilizes the support staff aware of changes on a continuing basis and of the Behaviour Support Services (BSO) team. A supporting staff with the consistent implementation designated BSO staff is on site at the Home 3 days of IPAC practices. a week and works collaboratively with the nursing team. They work to assess, develop, and implement individualized care plans for Residents. Responsive behaviours can be minimized by understanding the person and adapting the environment or care to better meet the individual’s unmet needs. All persons are treated with respect and accepted as they are. Respect and trust characterize the relationships between staff and Residents. PALLIATIVE CARE TO SUPPORT RESIDENTS AND CONTINUOUS QUALITY IMPROVEMENT (CQI) FAMILIES THROUGH THE JOURNEY TO END OF LIFE CQI is an effective way to improve care for our Residents, and to improve practices for staff. There The goal of end of life care is to improve the quality are always opportunities to optimize, streamline, of living and dying. The Home is committed to develop and test processes. CQI is a continuous supporting a comprehensive interdisciplinary process and an integral part of our work, regardless palliative care approach designed to alleviate of role or position within the organization. What does suffering caused by end of life and to improve the it mean to improve the quality of care? It means quality of life for Residents and their families. It achieving better health outcomes and better Resident encompasses the physical, spiritual, social and experiences. Our Home has built a culture of change psychosocial, cultural, and emotional dimensions around quality improvement. We not only celebrate of the plan of care and will address the physical, our achievements in outcomes, but we also recognize psychological, social, spiritual and practical issues our efforts in ideas and learning from the successes. of both the Resident and family, including providing We strive to reach our goals of providing an support into bereavement. The Home receives environment of care, dedication, integrity, quality ongoing support and resources through the North and safety through a skilled care team and being Simcoe Muskoka Palliative Care Network. a supportive, proactive organization. Specifically, we strive to meet and exceed expectations by ONTARIO TELEHEALTH NETWORK (OTN) continuously improving Resident and client care, programs, services, buildings, learning, and workforce Virtual Care provides access and convenience for experiences. both Residents and families. OTN video conferencing connects Residents and their families with medical IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 9 specialists for on-site assessments, either at the bedside or in a private conference room. EDUCATION AND TEAM BUILDING The Nursing Management Team offers ongoing educational opportunities to our staff. Regular monthly staff meetings are held and provide an opportunity for staff to offer ideas for change and to problem solve together. The intent is to allow staff to feel appreciated and valued as members of our team.

INFECTION PREVENTION AND CONTROL (IPAC) are assessed by the Nursing Team for signs and symptoms of COVID-19 twice daily. Surveillance The goal of Infection Prevention and Control is to testing is being completed for all staff, caregivers and protect Residents, employees, families, visitors, and support workers in compliance with the Directives service providers by promoting awareness within the set out by the Ministry of Health. The roll out of the Home and community regarding the risk of infection, vaccinations to Residents has resulted in 95% of the prevention of the spread of disease, and modes Residents being fully immunized. All new admissions of transmission. to the Home are tracked closely to ensure they are offered their first and second doses as required. The Home faced ongoing challenging situations as the third wave of the pandemic presented. An essential component of IPAC measures is the procurement of PPE (surgical masks, N95 masks, We continued to take a proactive approach in sanitizers, gloves, gowns, etc.). It is the mandated implementing interventions to mitigate the risk, even responsibility of LTC Homes to ensure that there before they became mandated. These measures are adequate supplies of PPE for staff, Residents, have kept COVID-19 out of our Home and to date, no contractors, and visitors. The IOOF Seniors Homes Residents have contracted the virus. Inc., in partnership with several suppliers has maintained a steady supply of PPE. All persons entering the Home are actively screened for signs and symptoms of COVID-19. All Residents FOOD SERVICES In keeping with the Corporate Mission, Vision and • Identified a high use of non-biodegradable Values, the Food Services department strives to disposables. Alternatives investigated and new offer the best service to our Residents and continues biodegradable products have been added to our to seek out areas for improvement. Some of the inventory and order guides. improvements made in 2020 and 2021 include but are not limited to the following: • Identified some concerns with staff time • Identified some concerns with the palatability of efficiencies for some of the additional positions or shift extensions related to COVID-19. Job some of the pureed recipes. The Food Services routines were reviewed and revised to ensure Coordinator completed recipe development on productivity and efficient use of staff resources these products and revised the recipes to reflect within the department. the addition of some flavourings. The changes have been well received by the Residents. • Identified a concern with the Kempenfelt Court Dining Room where Residents would sit in a non- 10 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 dedicated spot making it challenging for all staff to utilize the Dietary Roster by table number thus putting Residents at risk for receiving the wrong diet/texture. The Dining Room roster was revised to list Residents’ names in alphabetical order and not by table number. This has streamlined service, making it more efficient for staff to utilize the tool and has reduced risk to the Residents. COVID-19 AND FOOD SERVICES LONG-TERM CARE HOME Due to the COVID-19 pandemic, it was determined that we needed to separate the main dining room (which usually seats 96 Residents) in an effort to

reduce the risk of outbreak spreading from unit to HERITAGE PLACE unit. The main dining room was split into 3 areas in order to separate the Residents from Allandale The 4th floor dining room remains open during Village, Simcoe Lodge, and Convalescent Care. the pandemic and the Food Services department Dining rooms were set up in the LTC Auditorium, continues to provide meals to our Residents which continues to serve as the dining room area in Heritage Place. In an effort to ensure social for the Residents on Simcoe Lodge. The Main Dining distancing in the dining room, it was decided that room continues to serve as the dining room for the only 28 Residents could attend the dining room for Allandale Village Residents. A mock servery was meals - 2 Residents per table, first come, first served. set up to serve the Convalescent Care clients on the Other Residents ordering meals receive their meals Elston unit until those Residents were transferred out. through the takeout system. We have seen numbers as high as 75 attendees for meal sign ups. Plexiglass With the additional dining rooms, staff job routines barriers were purchased for the dining room in an and shift times were reviewed and revised in order effort to reduce the risk to our Residents. to ensure that the Food Services department was providing optimal service to our Residents during this In December 2020, through funding from a challenging time. United Way Grant, an additional dining area was We continue to have systems in place which allow implemented in an effort to increase the number of Residents to social distance in the dining rooms by Residents attending in-person meals. The Heritage providing additional service areas on Baldwin Lane, Place Auditorium was utilized two nights a week Georgian Way, and Kempenfelt Court. We have set all to provide an additional 25 spots for interested the dining rooms up so that only 2 Residents are at a Residents, with social distancing protocols in place. table, therefore providing additional space between Staff from both the Food Services department and Residents, as recommended. In December, just the Housing department were utilized to provide prior to Christmas, the Ministry sent out a directive service to these Residents. to ensure social distancing in congregate dining settings by providing two sittings at each meal. In We continue to provide this service on Sunday nights consultation with the Nursing Management Team, until the end of June 2021. it was determined that providing two sittings would not be feasible due to the logistics of our Home MAPLEVIEW UNIT areas. We then sought approval from the CEO for the purchase of plexiglass barriers to be placed on each It is hard to believe that we have been serving dining room table in all Home Areas. Approval was the RVH/IOOF unit for over a year now. The Food granted and plexiglass barriers were purchased with Services department is one of the departments stands. Rollout started the week of January 4th and that has been tasked with serving and staffing was completed by January 11th, 2021. this unit. Staff allocated to this unit include Food Service Workers, Production staff, the Food Services Coordinator, the Registered Dietitian, and the Director of Food Services. There can be up to 27 patients at any given time. We serve 3 meals and snacks to these patients and accommodate numerous therapeutic diets. We are currently utilizing a tray ticket system similar to what is used in an acute care setting as opposed to a congregate setting. With the 3rd wave of the pandemic and the Hospitals being overwhelmed with patients suffering from COVID-19, we see great turnover of the patients on this unit. Some of the patients are admitted to be discharged only two days later to another hospital or LTC setting. We have seen as many as 5-7 discharges on a daily basis which then means that we see 5-7 new admissions shortly thereafter. IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 11

The Food Services Coordinator spends on average We continue to implement the following practices in 7 hours a week keeping all of the diets/textures and an effort to reduce the risk to our Residents and our special ordered interventions up-to-date on this ever- Team: changing unit. • All Food Services delivery drivers are to be ADDITIONAL MEASURES REQUIRED IN THE FOOD screened at the front door of the Home prior to SERVICES DEPARTMENT: entering the building with deliveries. Contingency plans were created to ensure that if the • Heightened cleaning of all touch points in Home Food Services department is in the position the dining rooms, serveries and main kitchen of minor or major staffing reductions that Residents continue numerous times a day. will still receive quality nutrition and hydration. These contingency plans are reviewed and revised on a • Regular “huddles” with Food Services staff in regular basis. an effort to communicate changes, updates, or new Directives from the Government. This has Emergency and Essential Menus were created. In the also served as a way to calm any fears and/or event that we experience minor staffing reductions, anxieties that staff have had. the Emergency Menu would be initiated. If we were to experience major staffing reductions, the Essential Food Services staff have taken on all of the above Menu would be initiated. with great flexibility and have proven their genuine dedication and support to our Residents and our team. We have never been more proud of our Food Services department. ENVIRONMENTAL SERVICES The Facilities & Environmental Services department Several older and problematic air conditioning is responsible for all of the daily building systems were replaced at the LTC Home. The maintenance, cleaning and Resident laundry needs. Rooftop units that service the Main Dining Room and the common areas in Allandale, Simcoe, and In 2020, the focus was on increasing and enhancing Elston were replaced with upgraded energy efficient beyond the IPAC procedures required due to the systems. These new systems not only improve the COVID-19 pandemic situation. heating and cooling of the Home, but also provide better recycling and filtering of the air. An example of additional IPAC procedures was the initiation of multiple daily “foggings” of the buildings with an Anolyte disinfectant. Anolyte disinfectant has been approved by Canada Health and is included in the list of recommended products to combat COVID-19. The effectiveness of the Anolyte disinfectant fogging is evident, and the added benefit is that this product is completely natural with no harsh chemicals that require PPE to be used when performing the task. This fogging occurs in all IOOF buildings, both at Brooks Street and Dean Avenue. The IOOF had adopted the fogging and use of Anolyte as a disinfectant prior to the Covid-19 pandemic. We understood the effectiveness in preventing and reducing pre-COVID-19 Outbreaks. 12 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21

Additional wall mounted hallway Air Conditioning New air conditioning units were installed on units were installed on both Allandale and Simcoe Simcoe Lodge & Allandale Village Lodge. All windows facing the east and west had heat- reflecting 3M Film applied to minimize the hot temperatures in the rooms created by the sun. Plexiglass shields (sneeze guards) were installed in all locations where person-to-person administrative and meal activities take place, both in the Home and in Heritage Place. Over 200 shields were installed in reception areas, nursing stations, dining rooms, and staff break rooms. Security cameras were installed in the The halls in Georgian, Baldwin, Allandale, Simcoe, and Brooks Street parking lot area Elston received a fresh coat of paint providing a new and clean look. The rooms and washrooms in Elston were also repainted. In Heritage Place, all of the toilets were replaced with water-efficient, “right height” toilets for our Residents. These new toilets, along with the completion of the bathtub to walk-in shower conversion project, has resulted in increased Resident safety and satisfaction. Two of the existing three Rooftop units at Heritage Place that supply hallway heating in the winter, and fresh air all year, were replaced due to age and poor working condition. Outdoor security cameras were installed to better monitor our parking lots for the safety of our Residents and staff. The Terraces at Heritage Square on Dean Avenue received upgraded hot water boilers, a new generator, as well as upgrades to the roof. IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 13

HOUSING ACCOMMODATIONS The Housing Accommodations department is committed to providing exemplary programs and services to ensure our Residents’ retirement years are most enjoyable. HERITAGE PLACE Heritage Place Supportive Housing is a rental apartment building located at 20 Brooks Street in Barrie. There are 70 one bedroom and 10 two bedroom apartments. Residents at Heritage Place pay for monthly rent and a basic support services package. This package includes a flexible meal plan (with a specified number of meals) and four and a half hours of support services, which includes a combination of housekeeping and laundry services. Assistance with personal care and bathing is determined based on needs identified by an Inter-RAI Community Health Assessment. Medication monitoring and shopping assistance are also available. Packages are customized to meet each individual’s needs and can be enhanced with more services as a Resident “Ages in Place” to maintain their independence. STATEMENT OF FINANCIAL ACTIVITIES (Heritage Place) TOTAL REVENUE: $ 6,624,733 $ 4,786,644 Miscellaneous Revenue $ 109,135 $ 1,681,992 Amortization $ 46,962 Ministry Funding Resident Rental & Other Income TOTAL EXPENSES: $ 6,760,159 $ 1,455,080 Interest on Long Term Debt $ 90,850 $ 383,647 Property Taxes $ 158,493 Salaries & Benefits $ 3,859,090 Amortization Expense $ 369,790 Building & Property $ 407,477 Replacement Reserves $ 35,732 Supplies & Other Expenses Corporate Allocations NET REVENUE: $ (135,426) 14 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21

THE MANOR STATEMENT OF FINANCIAL ACTIVITIES (The Manor) The Odd Fellow and Rebekah Manor located at 10A Brooks Street in Barrie is a three storey rental TOTAL REVENUE: $ 278,006 apartment building for independent low income seniors. There are 18 one bedroom and 2 two Resident Rental & Other Income bedroom apartments. Each apartment has a walk- Miscellaneous Revenue out patio or covered balcony. $ 188,320 $ 89,686 TOTAL EXPENSES: $ 214,807 $ 5,775 $ 72,808 Salaries & Benefits $ 19,032 Buildings & Property $ 81,215 Supplies & Other Expenses $ 35,977 Corporate Allocations Property Taxes $ 63,199 NET REVENUE: STATEMENT OF FINANCIAL ACTIVITIES THE TERRACES (The Terraces) The Terraces at Heritage Square is located at 90, TOTAL REVENUE: $ 2,011,792 $ 1,408,415 92 and 94 Dean Avenue in Barrie. The two buildings $ 603,377 have 161 Life Lease Suites with a central pavilion Resident Rental & Other Income that links the two buildings together. Suites vary Amortization in size from 763 sq. ft. – 1521 sq. ft. with twelve different layouts available. These Suites can be purchased when resale opportunities become available. TOTAL EXPENSES: $ 2,011,792 $ 252,688 $ 336,739 Salaries & Benefits $ 145,294 Buildings & Property $ 241,184 Supplies & Other Expenses $ 401,742 Corporate Allocations $ 562,369 Property Taxes $ 71,776 Amortization Expense Replacement Reserves NET REVENUE: $ 0 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 15

COVID-19 PANDEMIC RESPONSE - HOUSING Auditorium twice a week has been made possible ACCOMMODATIONS through funding received by the United Way. The Director of Housing Accommodations • Communication to Residents, Essential participates in the Corporate Pandemic Planning Caregivers, and Families through memos and Committee to ensure that the IOOF’s Housing Synervoice telephone messaging system. Buildings are following the appropriate Infection Prevention and Control Protocols (IPAC). Ministry • An adequate stock of Personal Protective of Health guidance documents are used as tools to Equipment has been procured for frontline staff establish protocols and procedures specific to each that work in the Housing Accommodations IOOF Housing Building. department. • Enhanced cleaning and disinfecting procedures • Active screening including temperature checks have been implemented in each building. is completed daily on all Residents residing at Including the use of Anolyte Disinfectant Fogging Heritage Place. Guns to disinfect larger areas. • Public Health held on-site COVID-19 vaccination • Signage has been posted throughout each clinics at the Brooks Street campus on March building to educate Residents, Essential Visitors, 11th, 2021. Residents residing at the Odd Fellow and Contractors on IPAC. and Rebekah Manor and Heritage Place received their first dose of the Pfizer-BioNTech Covid-19 • Amenities are closed and recreational programs vaccine, and their second dose on June 1st, 2021. have been reduce to small group programming. • Funding Grants Received $19,820 from the United • The Heritage Place Dining Room seating Way Simcoe Muskoka to fund the opening of a capacity has been reduced in order to ensure second dining location twice a week at Heritage physical distancing. Plexiglass barrier shields Place from December 1st, 2020 – June 30th, 2021. have been installed on the tables to aid with any transmission of the virus while eating. All • $32,000 in one-time funding from the NSMLHIN higher-risk Residents eat in the Dining Room and to expand and enhance social engagement to the others either pick up their meal or have their meal Residents during the pandemic. delivered. A second dining location utilizing the • $67,418 in one-time funding from the NSMLHIN to support capacity and one-time expenditures related to COVID-19. REVENUE DEVELOPMENT & REDEVELOPMENT Our mission statement is a simple one, but a improving the quality of care and quality of life for powerful one: “Caring is our reason for being.” It is seniors and easing hallway health care.” With this in through the compassion, generosity, dedication, and mind, on November 20th, 2020, the Minister of Long- love of our staff, Residents, family members, and Term Care, Dr. Merrilee Fullerton, announced the supporters that we can continue to thrive and grow. approval of a Long-Term Care Development Project for the IOOF Seniors Homes Inc. This announcement Since 1940, the IOOF Seniors Homes Inc. has played includes the following: a key role in delivering senior care to Barrie and the surrounding area. The Home has inspired hope • The redevelopment of 66 existing long-term care and contributed to the health and well-being of our beds and Residents by providing a continuum of amazing care. The IOOF is committed to providing quality care • The construction of 64 new long-term beds and programs to those Residents who call the IOOF home. The awarding of these 64 LTC beds and the redevelopment of the existing 66 beds ensures that The IOOF continues to do strategic planning that will the IOOF will continue to be a vital partner in the ensure that its Residents will have “a 21st century delivery of much needed Long-Term Care services to Long-Term Care sector that is Resident-focused, the citizens of this region and the province for many years to come. 16 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21

This project will incorporate the most current Long- can be placed on the Tree of Life. Your gift of Term Care Design Standards in order to ensure that $250 or $500 or more will be recognized with a the IOOF is equipped to meet the changing care permanent plaque. Your gift of any amount will be demands of our Residents. When the project is acknowledged and we will send you a tax receipt. completed, the Odd Fellow and Rebekah Home will have a total 226 Long-Term Care beds. • Monthly Giving: A monthly giving program is a The project will require the IOOF Seniors Homes Inc. convenient and easy way to show how much you to invest significant funds. Fundraising is vital for care. You choose the amount you wish to donate our continued success. Because of COVID-19 and and you can cancel at any time. We will send you the restrictions imposed by the pandemic, Ontario’s a tax receipt for the total contribution you made in non-profits and charities have seen an abrupt loss the previous year. of revenue and opportunities to do fundraising. As businesses are shuttered, employees furloughed, • Bequest or Gift of Securities: As you contemplate and the world rocked, many of our planned events your future legacy, consider the ongoing and projects have been placed on hold. We need impact you can have on the lives of seniors. the support of our community now more than ever. Remembering the IOOF Seniors Homes Inc. in Long-Term Care is on the forefront of the greatest your will, life insurance policy, through a gift of challenge of our time, COVID-19, and we continue to securities or a charitable gift annuity, provides an need community donations and support. enduring legacy to your commitment to the IOOF In spite of the challenges of COVID-19, there are still and the seniors we care for. Talk with your lawyer opportunities to support as we invest in the future of or financial advisor about the best giving choices our aging population: for you. • Tree of Life: The Commemorative Wall at Despite the restrictions of the pandemic, we were Heritage Place is a beautiful and timeless way able to host our Annual Young at Heart Motorcycle to remember cherished loved ones and mark Ride ‘Online’. With the power of social media, we important milestones. By making a gift in support were able to raise over $12,000 for our “Best Care for of our “Best Care for Seniors” campaign, a Seniors” Campaign. Riders completed 200km over permanent plaque with your personal inscription the course of 8 weeks, and shared their progress through a Facebook group dedicated to the ride. While we definitely missed the energy and excitement of hosting the event in person, we were able to make the best of it. We appreciate our riders and sponsors for their dedication to our seniors. Our social media and public relations has grown significantly, from regular stories in the news about what we are doing, to an average weekly Facebook reach of 20,000 people. We have established the IOOF Seniors Homes Inc. as a highly respected model for Long-Term Care in our city, and our province. Healthcare Heroes on the forefront of this new battle have shown their unwavering strength and resilience every day. Our community has flooded our Home with love and appreciation, gifts and donations, and our staff have proven their place on the frontline as the best of the best. We have quickly pivoted and focused all of our energy on the safety and care of our Residents and staff, and in doing so, have truly led the way forward as an example of best practices. IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 17

In Uncertain Times... 18 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21

Our Community Comes Together IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 19

PROGRAM SUPPORT The Program Support & Volunteer Services and emotional well-being. Our Social Services department has a wide range of expertise which Coordinator continues to provide emotional support includes Physiotherapy, Restorative Care, Recreation to our Residents with routine check-ins; to share & Leisure, Social Services, Spiritual & Religious Care information and comfort those that are struggling and other contracted services such as Hairdressing. during these difficult days. Programs offered meet the physical, spiritual, intellectual, emotional and social needs of the By the fall of 2020, we were able to start small group Residents. Throughout the Covid-19 pandemic, programming with a small staff-to-Resident ratio large group gatherings and social recreational with Resident cohorts by Home area. Such programs activity programs including special events, festive include creative arts, exercise, and church services. celebrations, and live entertainment had to be We were able to have seasonal celebrations and canceled. All outdoor recreational outings were traditions such as a Summer BBQ with clowns and canceled also. a ventriloquist, a physically distanced Halloween parade, Christmas with Santa and Elves visiting at a Our focus had to shift to providing 1:1 programming Christmas Luncheon, and the Easter Bunny making and virtual visits in order for our Residents to his stops door-to-door. Our Hair Salon was reopened maintain social connections along with physical to Home Residents by individual appointments. At the same time, we welcomed back Essential Designated Caregivers who are now permitted to provide essential care and support to their loved ones. We have witnessed a renewed sense of connection for our seniors and participation in the life of the Home and Heritage Place. Our safe physically distanced outdoor visits which began in June of 2020 continued until province wide lock down and/or weather no longer made this a feasible option. Indoor general visitors were permitted for a period of time under The Ministry of Long-Term Care requirements. Within the colour- coded system, and with further lock downs, visitor restrictions remained in effect. 2020 VISITING STATS: VIRTUAL VISITS INDOOR GENERAL VISITS 807 84 OUTDOOR VISITS TOTAL # OF VISITORS = 2,049 769 2020 IOOIFOOSEFNSIEONRISORHSOHMOEMS EINSCI.NACN. NANUANLUARLEPROERPTOR20T2200-210-21

By May, 2021, outdoor visiting options were once We are grateful to our community partners who have again available. This included outside in front of donated technology - such as iPads and Google Nest the building, at our partitioned patio and at our hubs - to facilitate virtual visits and connectivity. Kempenfelt Court dementia care unit courtyard. By Others have donated gardening supplies and June 9th, 2021, Indoor General Visitors and daytime provided a meaningful opportunity for horticulture social absences for Residents were permitted based therapy. on vaccination status. Our Residents’ Council Executive resumed meetings VOLUNTEER SERVICES in September 2020 and have continued to express their gratitude for the care of the staff and the safety provided by the IOOF Homes during the pandemic. Their goal has been to support other Residents during this difficult time. They participate in the Ontario Association of Resident Councils (OARC) information and networking sessions. President Brad Osborne has announced over the PA the Friday Funnies - a series of jokes to lighten the mood and brighten everyone’s day. He concludes with personal words of thanks to the staff for their care and service. Many of the programs and services offered at the Volunteer Week in traditional IOOF Homes’ fashion, Home, Heritage Place, Manor and the Terraces we were able to reach out, connect, and thank our at Heritage Square could not occur without the dedicated volunteers. assistance of our generous Volunteers. Committed, Our regular high school cooperative education qualified, and enthusiastic individuals work together students are still restricted from placement, however, and play an integral part in delivering quality we are grateful for our college and university programs and services for the Residents of the IOOF partnerships as students were able to resume Seniors Homes Inc. their placements. With vaccine rates continuing to increase, we are hopeful we will be able to cautiously Our Volunteers inspire us with their dedication, resume more volunteer-based services in the near passion, and level of engagement. Our network future. of volunteers comprised of community members, Residents, family, staff, students, and board members IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 21 work diligently to build programs, volunteer at events, and share their talents. In keeping with Ministry Directives, we have had to restrict visitors, promote social distancing, and change most of the services that Volunteers provide. We needed to close the Tuck Shop at the Odd Fellow & Rebekah Long-Term Care Home. We are missing our community-based Volunteers, most of whom are healthy seniors, but as such are considered at higher risk and could not continue to volunteer at the Home. We are missing our service groups who would, under normal circumstances, be providing visitation, birthday celebrations, entertainment, and spiritual care. Although we could not celebrate National

Our dedicated groups of Resident and community- VOLUNTEER IMPACT based Volunteers continue their spirit of generosity, acts of kindness, and selflessness. Our Last Minute 215 Store run solely by Volunteers remains open and is an essential service for many of our Residents residing ACTIVE at Heritage Place. Others from our community have VOLUNTEERS offered assistance and willingness to volunteer to grocery shop for our seniors. Terraces and Manor Volunteers are checking in on each other and keeping spirits high. Community, service groups, business partners, and family members have donated and dropped off special treats to say a BIG Thank You to our staff. Students, along with supportive school administration, have written Cards and Pen Pal Letters for our Residents. As a generous act of outreach, our Resident Volunteer Pastoral Care Committee has donated funds to our local Barrie Food Bank. Our Garden Committee Volunteer eagerly planted an oasis for all to enjoy! These difficult times bring out the best in the human spirit - to serve others! FINANCIAL HIGHLIGHTS The Corporation ended the year with a surplus of CAPITAL PROJECTS $1,187,983. Part of the surplus, ($547,247), was transferred to the Home redevelopment fund which The Corporation received approval from Ministry has accumulated $3,780,638 to be used to renovate of Long Term Care to build 64 new long term care the Long-Term Care facilities and to provide better beds and to renovate 66 beds. The Corporation is care to our Residents. working with its architects and the Ministry to sign a development agreement to commence construction. PARTNERSHIPS MINOR PROJECTS f The Corporation has opened 27 transitional The Ministry of Long Term Care and Ontario Health care beds in partnership with the Royal Victoria provided funding of $196,412 to upgrade and replace Regional Health Centre to alleviate pressure for air conditioning units in the facilities to improve air beds on the hospital. quality and the living and working conditions of our Residents and staff. The Corporation installed 3M f The Corporation continues to partner with Ontario tinting film on the windows of the Long Term Care Health and Bayshore Healthcare to provide facility to reduce glare and heat in the Residents’ temporary beds in Barrie and Wasaga Beach. rooms. 22 IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21

SUMMARY FINANCIAL STATEMENTS Consolidated Statement of Financial Position Consolidated Statement of Revenue & Expenses Year ended Dec 31st Year ended Dec 31st 2020 2019 2020 2019 $ $ $ $ Assets Revenue Cash 5,470,016 4,193,479 Ministry of Health & 17,602,959 16,162,349 3,449,771 2,174,729 Long-term Care Accounts Receivable & Prepaid Expenses County of Simcoe/CMHC - 67,429 Restricted Cash 3,543,269 3,219,536 Resident Rental & 8,299,912 7,290,073 & Investments Other Income Property & Equipment 37,237,552 38,473,391 Miscellaneous Revenue 1,803,591 2,454,992 Total Assets 49,700,608 48,061,135 Total Revenue 27,706,462 25,974,843 Liabilities Expenses Accounts Payable 5,849,567 4,613,582 Salaries & Benefits 15,421,571 13,487,923 & Accrued Liabilities 10,124,933 10,812,425 8,376,527 8,803,281 Buildings, Property & Mortgages Payable Supplies Deferred Contributions 23,616,840 23,735,261 Interest Costs 486,454 515,889 Replacement Reserve Funds 835,022 813,604 Property Taxes 596,212 581,669 Net Assets 9,274,246 8,086,263 Amortization Expense 1,462,952 1,741,836 Total Liabilities & Replacement Reserves 174,763 120,898 Net Assets 49,700,608 48,061,135 Total Expenses 26,518,479 25,251,496 Excess (Deficiency) of 723,347 Revenue over Expenses 1,187,983 This information was summarized from the draft audited financial statements for the year ended December 31st, 2020. The complete audited financial statement is available upon request. IOOF SENIORS HOMES INC. ANNUAL REPORT 2020-21 23

IOOF SENIORS HOMES INC. 20 Brooks Street Barrie, ON L4N 7X2 T. (705) - 728 - 2389 www.ioof.com STAY CONNECTED WITH US: Facebook Instagram LinkedIn @ioofseniorshomes