IOOF Seniors Homes Annual Report 2019

IOOF Seniors Homes Inc.

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) 14.................................................................................Memory Care Project in Kempenfelt Court 16....................................................................... Program Support & Housing Accommodations 17................................................................................................................................Heritage Place 18......................................................................................................................................The Manor 19...................................................................................................................................The Terraces 20.................................................................................................................Revenue Development 21......................................................................................................................... Volunteer Services 22.......................................................................................................................Financial Highlights 2 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

STRATEGIC PRIORITIES MISSION We are committed to the Caring is our reason for being philosophy of Resident First: A culture of ongoing quality, caring, VISION and improvements to meet the changing needs of our Residents. To meet the demands of a changing healthcare environment We recognize that “Individually we are one drop, but together, we are and to provide exemplary Resident care by: an ocean.” Caring First We recognize that communities Inspiring Teamwork grow stronger when its citizens Strengthening Connections (Residents, staff, stakeholders) Building our Future regularly and persistently do a Growing Sustainability variety of simple things together that allows them to connect with VALUES each other, build trust, and get WE are committed to: involved. Compassion We are committed to partnering with the Ministry to renovate our Providing compassionate care and facility to provide our Residents comforting support with secure, safe, and comfortable Accountability surroundings. Acting with integrity and transparency We acknowledge the importance of addressing sustainability for Respect an aging population and for increased demand for long term Upholding Residents’ rights and diversity care. Excellence Providing the highest quality of care and service IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019 3

A MESSAGE FROM OUR CEO & BOARD CHAIR This annual report is intended to capture some It is hard to believe that another year has already of the activities that have taken place in the gone by! The time has indeed flown by since our last year. It is our intent that all we undertake last Annual General Meeting. aligns with our mission - “Caring is our Reason for Being.” We work diligently to provide an I would like to start out by thanking our CEO, environment that is safe and enhances the level Garry Hopkins, and all of our staff, for the of care that we provide to all of our Residents. excellent work they do in ensuring that the IOOF The results of our Resident and family satisfaction Seniors Homes Inc. continues to operate so surveys are very positive and consistent with successfully. previous years, indicating their satisfaction with the IOOF Seniors Homes Inc. I also wish to thank the many volunteers who give of their time and energy to help make the IOOF This past year there have been ongoing the exemplary organization that it is. All of you discussions with the NSM LHIN and the Royal serve to make the IOOF the fantastic place that it Victoria Regional Health Centre on how we can is. best partner in order to provide quality health care to seniors in Barrie and the surrounding This past year there has been an emphasis on the area. As we make plans for future redevelopment, strategic priority of Caring First – and this priority our mission must always be at the forefront. With can be clearly illustrated by a look at our renewed the significant changes that are being proposed Kempenfelt Community. It is our desire to provide to the structure of health care in Ontario, the IOOF “a culture of ongoing quality, caring, respect and Seniors Homes is committed to partnering with improvements to meet the changing needs of our other health care providers in planning for these Residents.” changes. I would also like to quickly thank all of those This has been an exciting year at the IOOF who have taken the time to submit completed Seniors Homes Inc. This Annual Report references Satisfaction Surveys. Your input helps us to many of our successes. You will note that the manage priorities for the corporation with our report highlights a very exciting venture that was view to “Caring First”. Thank you! undertaken to improve the delivery of dementia care. The Kempenfelt Court Resident Home Area As a Board we very much strive to ensure that was transformed into a neighborhood so that we are providing the most effective services and our Residents with dementia may live life in an support to our Residents. To enriched, interactive environment. each of you individually and to all of you as a team, I extend My deepest gratitude and appreciation goes out the hearty thanks of the Board to the Board of Directors, the leadership team, of Directors and my personal our kind and capable employees, volunteers, and thanks. physicians for their loyalty and dedication to the Residents who call the IOOF Chair of the Board of Directors Seniors Homes their home. It John Nichols is my privilege and “sacred trust” to serve our Residents and their families with you. Chief Executive Officer Garry C. Hopkins 4 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

BOARD OF DIRECTORS With appreciation, we thank the following individuals who served on IOOF Seniors Homes Inc. Board of Directors in 2018-2019: John Nichols Gwen Barron Charlie Pole (President) Susan VanAmelsvoort Mike McKean Jim Broadfoot Jim Edwards June Ventresca Gene Dopp (Vice President) Duncan McMillan June Ritchie George Clarke (Board Secretary) Terry Switzer Garry C. Hopkins (CEO) We must remember that one determined person can make a significant difference, and that a small group of determined people can change the course of history.” - Sonia Johnson IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019 5

OUR TEAM Garry C. Hopkins Myles Keeble MANAGEMENT Patricia Jeffrey CEO Ashley Frenette Director of Finance & IT Valerie Bennett Director of Resident Care Ed Urbonavicius Assistant Director of Resident Care Rick St. Germain Director of Human Resources Mary MacDougall Director of Facilities & Environment Manager of Facilities & Environment Gaja Damas Director of Housing Accommodations Darlene Lee Director of Program Support & Volunteer Services Danielle Mountford & Lindsay Webb Director of Food Services Nurse Managers Elvis Pohl Property Manager Micheline Robichaud Manager of Revenue Development Barb Guerra ADMINISTRATIVE STAFF Laurissa Rossi & Niki Campbell Payroll & Benefits Administrator Irene Delisle Scheduling Administrator of Resident Care Cathie Foley Administrative Assistant of Housing Kelly Young & Accommodations Bonnie Gowanlock Executive Administrative Assistant Stephanie Hopkins Administrative Assistant Home Deanna Risi Resident Accounting Administrator Jillian Sliter Accounting Administrator Human Resources Assistant CASUAL Graphic Designer / Revenue Development Assistant EMPLOYEES FULL TIME PART TIME 49 EMPLOYEES EMPLOYEES 128 96 6 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

EMPLOYEE RECOGNITION The annual Employee Recognition ceremony was held on Thursday, September 27th, 2018. Our amazing staff make the IOOF an amazing place for all. We could not do this without them. The following employees were recognized for years of service: 5 YEARS Natasha Ali-Gobin Karen Andrews Elizabeth Aucoin Andrea Barney Kristin Brough Cara Chimienti Amy Gauthier Dyana Goessl Charlene Hughes Barbara Nicolle Nancy Small Rebecca St. Jules Tanya-Lynn Terrace Gayle Woods Chunwei Zhang 10 YEARS Launa Cave Ashley Hadley Gail Kennedy Celeste Levy 15 YEARS Lorna Aucoin Nola Degale Jean Gurnick Kathryn Jensen Denise Lilly Mary MacDougall 20 YEARS Denise Dobson Gaylene Goodchild Cathleen Lyons Kathy Sanson Rhianna Soule Shirley Timbers In addition to those above, 19 employees received pins for 3 years of service. IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019 7

ODD FELLOW & REBEKAH HOME (LTC) RESIDENT CARE SERVICES rapid access to health records of our Residents so that our medical services and nursing are in a better The Resident Care Department is committed to position to provide the best possible care. quality improvement, and is sensitive to the difficult challenges faced by our Residents and their EDUCATION AND TEAM BUILDING families. We continually pursue opportunities to serve our Residents more effectively. The Resident The Nursing Management Team offers ongoing Care Department aligns with our external partners educational opportunities to our staff. Regular in community to provide improved quality of care monthly staff meetings are held and provide an for our Residents. Some of the on-site services we opportunity for staff to offer ideas for change and provide include: dental, eye, and hearing clinics. problem solve together. The intent is to allow staff to feel appreciated and valued as a member of the NORTH SIMCOE MUSKOKA SPECIALIZED team. GERIATRIC SERVICES OF ONTARIO The Resident Care Department utilizes the support of the Behaviour Support Services team. The team attends the Home routinely 3 times a week and works collaboratively with the nursing team to assess, develop, and implement individualized care plans for Residents displaying complex responsive behaviours. CONNECTINGONTARIO IS AT THE IOOF SENIORS HOMES LTC e-Connect is a secure web-based tool that allows physicians, nurse practitioners, Registered Dietitians and Nursing Management timely access to personal health information. This province-wide information sharing initiative was launched at the IOOF Seniors Homes in the Summer of 2018. It is meant to link systems allowing clinicians to have STATEMENT OF FINANCIAL ACTIVITIES (LTC) TOTAL REVENUE: $ 14,385,350 Ministry Funding $ 10,114,552 Miscellaneous Revenue $ 109,871 Resident rental and other income $ 4,029,564 Amortization $ 131,363 TOTAL EXPENSES: $ 14,510,268 Salaries & Benefits $ 10,337,482 Corporate Allocations $ 747,438 Buildings & Property $ 500,662 Amortization Expense Supplies & Other expenses $ 2,519,888 $ 278,339 Replacement Reserves $ 126,459 NET REVENUE: ($ 124,918) 8 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

QUALITY MATTERS What does it mean to improve the quality of care? It means achieving better health outcomes and better Resident experiences. Our Home has built a culture of change around quality improvement. We not only celebrate our achievements in outcomes, but we also recognize our efforts in ideas and learning from the successes. SAFETY FIRST: FALLS PREVENTION Falls prevention remained one of our quality improvement initiatives in 2018. We noted that a more simplified approach is required for documenting the scenario of a fall. By doing this, we might prevent a fall or avoid a serious injury. Early detection of the cause is key for fall prevention. SKIN AND WOUND CHAMPIONS FALLS IN THE SPOTLIGHT: RESIDENT EXPERIENCE The clinical teams continued to work together in 2018 on developing the Skin and Wound Program. A female Resident was admitted to our Home Skin and Wound Champions were successfully after having severe falls in the community resulting introduced on each Home area to promote evidence in frequent visits to the emergency department based practices in skin and wound healing. The placing her at high risk for falls when she moved in. Skin and Wound champions have received training Her goal was to have no injuries from falling. After through Medline University and act as a resource for collaborating with the Falls Prevention Team, we front line staff, Residents, and Families. were able to drill down the root cause of her falls and trial different interventions. She went from an In the Winter of 2018, we were delighted to have our average of 6 falls a week from bed to no falls since Nurse Practitioner join our medical services with 22 implementing a new falls prevention mattress. Not years of experience in wound healing and therapy. only did we meet her goal of having no injuries from a fall, we have been successful at eliminating falls all A WOUND CARE SUCCESS STORY together! Wound prevention and management can be BED RAILS CAMPAIGN challenging, particularly when the Residents are An awareness campaign was launched in 2018 to living with complicating factors that may increase reduce the risk of entrapment using bed rails. Bed the risk of new wounds or prolong the healing of Rail Risk is outlined in our Falls Prevention Program. existing wounds. A male Resident came to our Home A Bed Rail Risk Assessment was implemented to in Winter 2018 with two pressure wounds that were capture if a Resident qualifies to use bed rails as a acquired before admission. A number of factors personal assisted device for activities of daily living affected his body’s ability to heal, such as diabetes, (ADLs). The results of the initiative indicated that obesity, and immobility, causing his wound to 40 percent of bed rails were not required. What become chronic. After implementing the BPG Wound happens now? In the cases where Residents do not Management protocol, both pressure ulcer wounds require bed rails as a personal assistive device, there were healed within 4 weeks of admission! is a consultation with them and their families to identify the best-and-safest way to introduce a ‘rail free’ sleeping environment. IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019 9

FOOD SERVICES DEPARTMENT In keeping with the Corporate Mission, Vision and Values, the Food Services department strives to offer the best service to the Residents and continues seeking out areas for improvement. Food Services management and front line staff attend monthly meetings to focus on quality improvement initiatives. Some of the improvements made in 2018 include but are not limited to the following: ffThe Admission Diet Order Form was created and implemented. This is a collaborative approach between Nursing and Food Services. ffThe master schedule revision created a full time position. This has provided greater consistency and better service to our Residents in the main dining room. ffA Dietary Transfer form was created and is completed upon receiving email with transfer change. This form is provided to the new unit so that they have all diet information available prior to the first meal. This reduces the risk to our Residents who might otherwise receive an incorrect diet order, texture and/or fluid consistency. ffIn the future, the Home is looking into acquiring A “Point of Service” menu program. This will facilitate prompt orders for the Residents. DID YOU KNOW? We use approximately 22 On an average day, we brew kilograms or 48 pounds of approximately 57 pots of coffee The Food Services department margarine every week, which or does approximately equals about 1144 kilograms every year or 2496 pounds a year. 35-40 LOADS OF DISHES PER DAY We use, on average, 570 CUPS PER DAY That’s an outstanding 12,775- 28 LOAVES OF BREAD which means in a year we are 14,600 loads every year! producing 20,805 pots or 208,050 PER DAY cups of coffee! making our annual bread consumption over 10,000 loaves a year. 10 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

ENVIRONMENTAL SERVICES In 2018, several capital improvements to the Brooks Street campus were completed. The first project was to replace the lights in Heritage Place, the Manor, VON, the North Wing of the Home, and the top floor of Old South (renamed Mapleview) with LED lighting systems. The lower and upper parking lots in this project were included in this project. As a result of this lighting project, several goals were achieved: MOHLTC lighting standards for LTC have been exceeded; a reduction in electricity consumption; the maintenance orders for burnt out bulbs have been substantially reduced; and the lighting effects are uniform throughout the campus. The next large project was the renovation of the Mapleview Resident Home Area (RHA) in the upper floor of the South Wing of the campus. This part of the building had been unused for a decade. The renovations included replacing: existing floors, all faulty windows, baseboard heaters, and repainting the entire RHA. The HVAC system was upgraded to include air conditioning. The dining room was rebuilt to include new cupboards and appliances. New furnishings were purchased for the Resident rooms. A new Nurse Call System was also installed. With the completion of the Mapleview project, the Home was able to complete the removal and replacement of the floors in Kempenfelt Court (KC). The Mapleview RHA was used as transitional housing for the KC Residents during the removal and replacement. With the completion of the flooring, the Residents were returned. In the future, Mapleview RHA will be used as transitional housing for the Residents of the South Wing during its redevelopment. IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019 11

AQUARIUM PROJECT in the main lobby of the Home. The 80-gallon aquarium houses a variety of fresh water fish chosen After 2 years of fundraising efforts and through the for their movement, size and contrasting colours. generosity of our Residents’ Council, Family Council Many of our Residents and family members have and individual donors, the IOOF Seniors Homes was enjoyed watching the fish frolic while having a chat proud to unveil its new aquarium which is located and enjoying a cup of coffee from our tuck shop. KEMPENFELT COURT CELEBRATION Most recently we had a wedding come to our newly renovated Kempenfelt Court dementia care unit. The beautiful landscapes and murals provided a perfect backdrop for a grandfather to bestow blessings on his granddaughter and her groom. It was an emotional and very touching moment to witness. There was not a dry eye in the house. The Social Services Coordinator continues to complete Social Services Life Profile Assessments on admission. In keeping with our Strategic Plan and our QIP quality initiative to get to know our Residents better, she is completing a condensed “5 things to know about me” for the staff to assist them in providing more person-centered dementia care on Kempenfelt Court. 12 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

ELSTON UNIT AT ODD FELLOW & REBEKAH HOME The 20 bed Convalescent Care Unit provides The Elston Unit features a custom therapy room rehabilitative and restorative services for a short furnished with the latest in rehabilitation equipment. term stay of 7 days and up to a maximum of Innovative equipment includes a tablet to record 90 days per calendar year. Convalescent Care Resident progress and playback to show them their Residents receive intense physiotherapy and progress. This is especially helpful when teaching restorative care services daily. gait and rehabilitation training techniques. Another innovative piece of Physio equipment is Pulsating Physiotherapy is provided by a full time Registered Magnetic Field Therapy (PMT) which is used to Physiotherapist and Physiotherapy Support promote safe and efficient recovery. PMT and Personnel. magnetic biostimulation are more modern and sophisticated versions of a treatment that has a long history -the use of magnetic fields. During regional team meetings attended by representatives of all Convalescent Care providers, it was clear that the Elston Unit Convalescent Care program at the Home has seen great success. It provides consistent physiotherapy opportunities to its Residents twice daily. The innovative equipment in a designated physiotherapy room, location of all clients on one unit and dedicated interdisciplinary staff are keys to its success. A Convalescent Care Satisfaction Survey is delivered prior to discharge with results being tracked with favourable comments on quality staff, care, and service. MEET WAYNE: A CONVALESCENT CARE CLIENT Wayne has stayed with us several times for “tune ups” over the last few years. Wayne began his journey on the Elston Unit from hospital after fighting for his life. He came to us debilitated and unable to propel a wheelchair very far. Wayne walked out of convalescent care after 90 days with the use of double canes. Wayne is now living at home with his partner. “I have stayed in the Elston Unit at the IOOF near three or four times now, each time I return it’s like coming home. All the staff are welcoming and professional from the physical therapist to the people who clean the room, they’re always ready to assist you in any way you require. For me, this has really helped with all the extras.” IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019 13

Memory Care PROJECT IOOF MEMORY CARE UNIT The IOOF Seniors Homes recognized the need to improve the delivery of Dementia care. The Kempenfelt Court Resident Home Area was transformed into a neighbourhood so that our Residents with Dementia can live in an enriched, interactive environment. This Home area emphasizes the use of butterflies, which represent change, hope and transformation. We are showing families, friends, and our care teams that there is a different way of reaching your loved one by bridging into the reality of Dementia and embracing them for who the Residents are now. New memories are being created in our Kempenfelt Court neighbourhood. With Dementia, the eye has a reduced depth perception. High contrast needs to be used to draw attention to an item or entrance, and low contrast is needed to make exit doors disappear into the background for the Residents’ safety. By using colour to create this contrast, we were able to create a more pleasant and productive atmosphere. We have divided the West Wing and North Wing into city meets country, creating a pleasant transition. As a result, Residents are able to find their whereabouts more easily. For example, if they are walking and approach the change from the blue city skies to the green country fields, it will catch their eye: they may stop, maybe hold on to the hand rail, look around and change their direction. This one single change may prevent a Resident from falling or getting lost. The murals were created based on real concepts from the City of Barrie such as Kempenfelt Bay, the Spirit Catcher, the old Allandale Train Station, and the old Imperial Cinema. Each Resident door is unique. We created bright themed doors to help Residents identify their home and hopefully provide a redirection for the other Residents. The bright colour scheme can be stimulating and calming. We believe that this was the approach to take for our Kempenfelt Court Neighbourhood. 14 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

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PROGRAM SUPPORT The Program Support & Volunteer Services Programs offered meet the physical, spiritual, Department has a wide range of expertise which intellectual, emotional and social needs of the includes Physiotherapy, Restorative Care, Recreation Residents. A variety of recreational programs are & Leisure, Social Services, Spiritual & Religious Care offered to the Residents on a daily basis. These and Hairdressing. programs included, but are not limited to: socials, teas, weekly music programs, afternoon pubs, trivia, current events, festive celebrations, BBQs, art therapy, live entertainment, intergenerational programs and community outings. Thanks to the Corporation’s para-transit wheelchair accessible bus, Recreation Facilitators, who are also qualified drivers, facilitate numerous outings throughout the year. Home Outings: 48 Heritage Place Outings: 123 HOUSING ACCOMMODATIONS In keeping with the Corporate Mission Statement Caring is Our Reason for Being... The Housing Accommodations Department is committed to great customer service to ensure our Residents’ retirement years are most enjoyable. People are the heart of the community that thrive in each building. The vibrancy of the almost 300 people who call the IOOF Housing Buildings their home enjoy active social lives, pursue hobbies, explore new interests and friendships, and engage in a wide range of activities while residing in a peace of mind environment. The Housing Accommodations Department is committed to the Aging in Place philosophy by challenging ageism—the negative attitudes, stereotypes and misconceptions that can prevent older people from living their lives to the fullest. This is done by offering exemplary programs and services and measuring quality through the Housing Resident Satisfaction Survey on an annual basis. 16 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

HERITAGE PLACE “I love it here at Heritage Place! I wouldn’t live anywhere else. The apartments are the right Heritage Place Supportive Housing is also a rental size and everything is accessible. The tub-walk apartment building located at 20 Brooks Street in shower conversion in the bathroom has in Barrie. There are 70 one bedroom and 10 two improved my quality of life by giving me my bedroom apartments with support services for independence. Support is available when I need seniors that require assistance with the activities of it.” daily living. Carol Rowe Residents at Heritage Place pay for monthly Housing Resident Association Representative 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 comprise of 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. “ The Corporation has completed seventy three out of the eighty tub to walk-in shower conversions at Heritage Place. The remaining seven will be completed in the near future as funding becomes available. STATEMENT OF FINANCIAL ACTIVITIES (Heritage Place) TOTAL REVENUE: $ 3,081,347 Donations and Trust Funds $ 4,330 Resident Rental & Other Income $ 1,679,916 Amortization $ 19,234 1,262,582 Miscellaneous Revenue $ 115,285 Ministry Funding $ TOTAL EXPENSES: $ 3,140,038 Salaries & Benefits $ 1,252,425 Interest on Long-Term Debt $ 109,083 Buildings & Property $ 328,935 Property Taxes $ 141,399 Supplies & Other Expenses $ 513,300 $ 354,166 Amortization Expense $ 38,263 Corporate Allocations $ 402,467 Replacement Reserves NET REVENUE: ($ 58,691) IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019 17

THE MANOR Unique in its’ design, the Manor offers a home-like environment, Residents build lasting friendships The Odd Fellow and Rebekah Manor located at and are proud of their caring community. Manor 10A Brooks Street in Barrie is a three storey rental Residents are welcome to enjoy all of the integrated apartment building for independent seniors. programs and outings offered at Heritage Place if There are 18 one bedroom and 2 two bedroom they desire. apartments. “I love living at the Manor because they give me things to do! I like to have things to do with my time; I help with small jobs like painting, and maintain the snow blowers. It’s perfect here, quiet and peaceful!” Jim Payne Housing Resident Association Representative STATEMENT OF FINANCIAL ACTIVITIES (Manor) TOTAL REVENUE: $ 244,725 Resident Rental & Other Income $ 186,754 Miscellaneous Revenue $ 57,971 TOTAL EXPENSES: $ 238,545 Salaries & Benefits $ 6,150 Corporate Allocations $ 71,869 Buildings & Property $ 74,474 Property Taxes Supplies & Other Expenses $ 15,589 $ 31,798 Amortization Expense $ 38,665 NET REVENUE: $ 6,180 18 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

THE TERRACES The Terraces at Heritage Square is located at 90, 92 The Corporation replaced the carpet and repainted and 94 Dean Ave in Barrie. The two buildings have all of the corridors at 90 Dean Ave early in 2019. 161 Life Lease Suites with a central pavilion that links There are plans to install a generator in the near the two buildings together. Suites vary in size from future that will operate one elevator in each building, 763 sq. ft. – 1521 sq. ft. These Suites can be purchased along with some emergency backup lighting in the when resale opportunities become available. event of a power failure. “I love it! It’s the best place in town to live as far as I’m concerned. I can’t imagine living anywhere else.” Barbara Miscampbell Terraces Resident Liaison Committee Representative - 90 Dean Ave “The best move I’ve ever made in my life. I feel safe and secure. The Residents are very friendly. The crew here are Awesome! You can have as much social life or as little as you like.” Carol Ann Lawrie Terraces Resident Liaison Committee Representative - 94 Dean Ave STATEMENT OF FINANCIAL ACTIVITIES (Terraces) TOTAL REVENUE: $ 1,934,403 Resident Rental & Other Income $ 1,348,407 Amortization $ 585,996 TOTAL EXPENSES: $ 1,932,910 Salaries & Benefits $ 242,197 Corporate Allocations $ 215,606 Buildings & Property $ 427,776 Property Taxes Supplies & Other Expenses $ 104,310 $ 397,211 Amortization Expense $ 545,810 NET REVENUE: $ 1,493 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019 19

REVENUE DEVELOPMENT As we look back on the history of the IOOF Seniors Our 14th Annual Young at Heart Ride takes place on Homes Inc., a theme emerges - one of caring, September 21st, 2019. Join us as a rider as we travel compassion, community, and generosity. With the the beautiful new route through The Blue Mountains generous support that the IOOF Seniors Homes and back. We are in need of new riders, new receives from special events, corporate sponsors, corporate sponsors/partners, gifts for raffle and day individual donors and the Odd Fellows and Rebekah of event volunteers. Lodges, we have long been able to focus on improving Resident life, through innovative and care There is so much still to do, and it can be done. It can based projects. be done with your support and by working together. It is by building on our storied past, that we can look forward to a brighter future. 2018 Annual Young at Heart Ride Supporting Seniors With this in mind, the focus now is on reconnecting with those outside our walls. Every life has a story to tell, every Resident has knowledge and wisdom they can pass on and each and every person is connected through the common core elements of humanity like love, hope, loss, family, and struggle. We have started to share these Resident stories, through our Facebook pages, to great success. Our Dementia Care Unit, as highlighted in previous pages, has received wide spread recognition in our community. We partnered with a local media company, Five Points Media, who donated their time and resources to document our construction project and put it into videos for us. We held a ribbon cutting ceremony, and tours, so the public could see how much every person at the IOOF Seniors Homes cares about our Residents. Now we ask for your help. We cannot do this without you. You have an opportunity to be an Ambassador for us, to help spread the word of the work we are doing, share our successes, reach out to others and ask for their help. 20 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

VOLUNTEER SERVICES VOLUNTEER IMPACT Many of the programs and services offered at the 22,412 Home, Heritage Place, The Manor, and the Terraces at Heritage Square could not occur without the VOLUNTEER HOURS assistance of our generous Volunteers. Committed, qualified and enthusiastic individuals work together and play an integral part in delivering quality programming and services for the Residents of the IOOF Seniors Homes Inc. The theme of our National Volunteer Week in April was Every Moment Makes a Difference. Making a difference does not always mean standing out in the crowd, as many of our Volunteers are humble, kind and dedicated to volunteering and serving others in every moment and interaction. They are adults committed to their community, high school teenagers, students, members of a service group and retired individuals. They are our very own Residents who create a vibrant community to live in and staff that want to give beyond the paycheck. They contribute 40 hours of community service and give 400+ hrs to successfully run a tuck shop and last minute store that provides an invaluable service with a smile. They shine a light of brightness, hope, comfort and peace when a Resident or family member needs support. It is in each and every moment that our Volunteers make a difference when they read to a Resident who cannot see, when they assist with a meal ensuring a Resident’s dignity and respect and when they hold a Resident’s hand when they are ill or dying. Our Volunteers sweat and toil in the gardens and together create an oasis for everyone to enjoy, take a breath of fresh air and relax. We are grateful that our devoted group of approximately 270 active Volunteer members assist with additional programs and services such as providing entertainment and helping at special events, Resident outings, fundraising events and many other unique programs. 268 21 ACTIVE VOLUNTEERS IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

FINANCIAL HIGHLIGHTS ffThe Corporation ended the year with a surplus of $798,766. Any surplus is used to improve the facilities and to provide better care to our Residents. CAPITAL PROJECTS ffThe Corporation budgeted $585,000 and commenced renovations of its empty wing. The project was completed on time and on budget. The renovation provides the Corporation with the flexibility of having 27 transitional beds. ffThe Corporation completed a $300,000 electrical LED lighting retrofit in partnership with Alectra Utilities. The intent is to reduce electricity costs throughout the facility. ffThe Corporation has also replaced the flooring in Kempenfelt Court at a cost of $320,000 to improve the well-being of our Residents. PARTNERSHIPS ffThe Corporation has partnered with the County of Simcoe to continue to provide rent geared to income housing at the Manor. The Corporation has also partnered with the North Simcoe Muskoka LHIN and Bayshore Healthcare to provide temporary beds in Barrie and Wasaga Beach. 22 IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019

SUMMARY FINANCIAL STATEMENTS Consolidated Statement of Financial Position Consolidated Statement of Revenue & Expenses Year ended Dec 31st Year ended Dec 31st 2018 2017 2018 2017 $ $ $ $ Assets Revenue Cash 2,727,503 2,632,308 Ministry of Health & 11,574,511 11,096,683 665,525 342,785 Long-term Care 36,093 38,416 Accounts Receivable & Prepaid Expenses County of Simcoe/CMHC Restricted Cash 3,421,990 3,217,735 Resident Rental & 7,278,330 6,991,664 & Investments Other Income Property & Equipment 39,610,357 40,428,385 Miscellaneous Revenue 1,777,598 1,732,106 Total Assets 46,425,375 46,621,213 Total Revenue 20,666,532 19,858,869 Liabilities Expenses Accounts Payable 2,572,712 2,529,587 Salaries & Benefits 12,853,262 12,367,760 & Accrued Liabilities 11,472,016 12,105,204 4,172,216 3,944,674 Buildings, Property & Mortgages Payable Supplies Deferred Contributions 23,953,603 24,396,623 Interest Costs 541,985 567,406 Replacement Reserve Funds 1,064,128 1,025,649 Property Taxes 570,409 559,769 Net Assets 7,362,916 6,564,150 Amortization Expense 1,565,172 1,623,188 Total Liabilities & Replacement Reserves 164,722 75,545 Net Assets 46,425,375 46,621,213 Total Expenses 19,867,766 19,138,342 Excess (Deficiency) of 720,527 Revenue over Expenses 798,766 This information was summarized from the draft audited financial statements for the year ended December 31st, 2018. The complete audited financial statement is available upon request. IOOF SENIORS HOMES INC. ANNUAL REPORT 2018-2019 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