IOOF Seniors Homes Annual Report 2020

IOOF Seniors Homes Inc. 2019-2020 ANNUAL REPORT

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................................................................... A Thank You to Our Healthcare Heroes 16....................................................................................... Housing Accommodations 16.................................................................................................................................. Heritage Place 17.........................................................................................................................................The Manor 17..................................................................................................................................... The Terraces 18...............................................................................................Revenue Development 20................................................................... Program Support & Volunteer Services 22...................................................................................................Financial Highlights 2 IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020

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 2019-2020 3

A MESSAGE FROM OUR CEO & BOARD CHAIR An “Annual Report” is a document that outlines/ This has been a very interesting year! Who would have summarizes the activities of your organization over the thought, as we left the last AGM, that we would be facing past year and hopefully, by reviewing the past, it provides a pandemic and that our staff and resources would be an outlook for the future. This report is intended to capture stretched in such a difficult manner. some of the activities that have taken place in the last year. It is our intent that all we undertake to do aligns with To Garry Hopkins, our CEO, and all of our Managers, I thank our mission: “Caring is our Reason for Being.” you for your leadership in this past year. You have gone above and beyond and your extra special labours have not This past year has been different to say the least. The last gone unnoticed. I give you my thanks and the thanks from six months of 2019, the Corporation dealt with activities the Board of Directors for everything you have done. You that were considered the norm. None of us anticipated have done an outstanding job! or expected the challenge that would arrive with the New Year in 2020. What started in Wuhan, China–the To our Staff, you are amazing. Never doubt just how Novel Coronavirus, which would later be referred to as amazing you are! You have been the front line in dealing COVID-19–would soon become a worldwide pandemic with the fallout from this pandemic and you have been with no regard for boundaries or nationalities. This would stretched and challenged. You have met and exceeded prove to be perhaps the greatest challenge that all of us these challenges and I am so grateful for each and every have experienced in our lifetime. It still continues to be a one of you. Thank you so much for your best work, your challenge. modest pride, your earnest faith and your deepest loyalty. You ARE amazing! This challenge and its awful devastation has had a terrible impact on the most vulnerable in our society, seniors, To our Residents at all facilities, thank you for doing all you those to whom the IOOF provides compassionate care. have during this pandemic. It has largely been your efforts, As the CEO, I am grateful that our leadership team has in the places you live, that have kept us well behind the implemented IPAC measures that are intended to protect curve. Thank you for all you have done and for the manner our Residents and staff. Of course none of these measures in which you have dealt with the difficulties that have would be successful without the tremendous efforts of presented. our frontline staff who put into practice what has been implemented. To the families of our Residents I say thank you as well. You have faced the difficulties of separation from your This Annual Report references the efforts of our staff loved ones in an effort to help keep everyone safe and I under the caption “Health Care Heroes.” When the rest of thank you. You have done a wonderful job! the world followed instructions to turn inward and close their doors, our heroes daily left their homes and families During the time remaining in our isolation and pandemic to bravely and proudly care for our Residents. They are steps we will assure you that we are keeping abreast of truly the embodiment of our mission, “Caring is our reason what is happening, keeping an eye on our resources to for being.” continue to ensure the quality of care for our Families, Residents, Staff and our Management Team. We will The families of our Residents and our community in continue to provide the most effective services to all of our general have been a tremendous support during this most stakeholders. difficult time. Their support and acts of kindness have been nothing short of amazing. I extend my heartiest thanks to all of you and to each of you individually, and extend my sincere thanks to our Board My deepest gratitude and appreciation goes out to the of Directors as well. Let’s look forward to the time that we Board of Directors, the leadership team, the kind and will all, again, greet each other face to face! capable employees, volunteers, and physicians for their loyalty and dedication to the Residents who call the IOOF Chair of the Board of Directors Seniors Homes Inc. their home. That John Nichols support has been truly evident during this pandemic crisis. It is a 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 2019-2020

BOARD OF DIRECTORS With appreciation, we thank the following individuals who served on IOOF Seniors Homes Inc. Board of Directors in 2019-2020: John Nichols Garry C. Hopkins George Clarke (Board Chair) (CEO) Terry Switzer Charles Pole Jim Edwards Gwen Barron Elayne Whitfield (Vice Board Chair) Jim Broadfoot June Ritchie Gene Dopp Susan vanAmelsvoort (Board Secretary) June Ventresca Bob McMahon IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020 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 Director of Human Resources - Director of Facilities & Environment Mary MacDougall Manager of Facilities & Environment Director of Housing Accommodations Gaja Damas Director of Program Support & Volunteer Services Darlene Lee Director of Food Services Danielle Mountford & Lindsay Webb Nurse Managers Property Manager Elvis Pohl Manager of Revenue Development Micheline Robichaud ADMINISTRATIVE STAFF Barb Guerra Laurissa Rossi & Niki Campbell Payroll & Benefits Administrator Scheduling Administrator of Resident Care Irene Delisle Administrative Assistant of Housing Accommodations Cathie Foley Executive Administrative Assistant Kelly Young Administrative Assistant Home Bonnie Gowanlock Resident Accounting Administrator Stephanie Hopkins Accounting Administrator Deanna Risi Human Resources Assistant Jillian Sliter Graphic Designer / Revenue Development Assistant 6 IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020

EMPLOYEE RECOGNITION Unfortunately, due to the pandemic, we were unable to hold an official 5 YEARS Employee Recognition ceremony this year. Directors personally handed each recipient their gift and thanked them for their continued dedication and Sue Feeney support to the IOOF. This year the IOOF provided staff with 5 years or more Zenie Javier service, with a substantial monetary gift as a token of our appreciation - we Brittany O’Sullivan could not do this without them. The following employees were recognized for Shayna Inch years of service: Karen McGregor Miligu Sawuti-Kiss Since the onset of the COVID-19 pandemic, the IOOF has recruited 36 new Brenda Lotakoun staff in both permanent and temporary positions. The temporary Care Heather Moses Support Assistant is a new role that was developed to assist with the provision of activities of daily living, dining services, housekeeping services, 10 YEARS comfort and companionship. There are 16 new employees in this role and they have been invaluable in providing comfort and support to our Residents Pam Stewart and staff. Katie Joseph FULL TIME PART TIME CASUAL Deb Dunn EMPLOYEES EMPLOYEES EMPLOYEES Jed Reid Daniella Frew 134 96 98 Maegan Beian Peggy Sauve 15 YEARS Gaja Damas Laurissa Rossi Kathey Nicholls Deb Macpherson Tracey Carr 20 YEARS Diane Rawn Karen Guilbeault Pam Greig 25 YEARS Irene Delisle Erja Forget Donna Bush 35 YEARS Kim Moxey Denise Shuttleworth In addition to those above, 18 employees received pins for 3 years of service. IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020 7

ODD FELLOW & REBEKAH HOME (LTC) RESIDENT CARE SERVICES frailty, to reflect on attitudes towards frail seniors with dementia, and link reflections to the workplace. The Resident Care Department is committed to quality improvement, and is sensitive to the difficult PALLIATIVE CARE TO SUPPORT RESIDENTS challenges faced by our Residents and their families. AND FAMILIES THROUGH THE JOURNEY TO We continually pursue opportunities to serve our END OF LIFE Residents more effectively. The Resident Care Department aligns with our external partners in The goal of end of life care is to improve the quality the community to provide improved quality of care of living and dying. The Home is committed to for our Residents. Some of the on-site services we support a comprehensive interdisciplinary palliative provide include: dental, eye, and hearing clinics as care approach designed to alleviate suffering caused well as on-site assessments by a certified geriatrician by end of life and improve the quality of life for consultant. Residents and their families. It encompasses the physical, spiritual, social and psychosocial, cultural NORTH SIMCOE MUSKOKA SPECIALIZED and emotional dimensions of the plan of care and will GERIATRIC SERVICES OF ONTARIO The Resident Care Department utilizes the support of the Behaviour Support Services (BSO) 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. This year the team hosted a simulated virtual dementia tour for staff. This event enabled the staff to have an enhanced understanding of the experience of dementia and STATEMENT OF FINANCIAL ACTIVITIES (LTC) TOTAL REVENUE: $ 15,028,870 $ 10,354,298 Amortization $ 121,696 $ 4,107,107 Donations & Trust Funds $ 271,916 Ministry Funding $ 173,853 Resident Rental & Other Income Miscellaneous Revenue TOTAL EXPENSES: $ 14,995,883 $ 10,770,602 Property Taxes $ 414,101 $ 542,356 Amortization Expense $ 804,454 Salaries & Benefits $ 1,783,977 Replacement Reserves $ 75,166 Building & Property $ 605,227 Supplies & Other Expenses NET REVENUE: $ 32,987 Corporate Allocations 8 IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020

address the physical, psychological, social, spiritual environment of care, dedication, integrity, quality and practical issues of both the Resident and family, and safety through a skilled care team and being including providing support into bereavement. The a supportive, proactive organization. Specifically, Home receives ongoing support and resources we strive to meet and exceed expectations by through the North Simcoe Muskoka Palliative Care continuously improving Resident and client care, Network. programs, services, buildings, learning, and workforce experiences. ONTARIO TELEHEALTH NETWORK (OTN) INFECTION PREVENTION AND CONTROL (IPAC) Virtual Care provides access and convenience for both Residents and families. OTN video conferencing The goal of Infection Prevention and Control is to connects Residents and their families with medical protect Residents, employees, families, visitors and specialists for on-site assessments, either at the service providers by promoting awareness within the bedside or in a private conference room. Home and community regarding the risk of infection, the prevention of the spread of disease, and modes EDUCATION AND TEAM BUILDING of transmission. The IPAC Team coordinates Infection Control The Nursing Management Team offers ongoing education such as hand hygiene, personal protective educational opportunities to our staff. Regular equipment (PPE), proper donning and doffing of PPE, monthly staff meetings are held and provide an as well as immunization for staff, Residents, visitors, opportunity for staff to offer ideas for change and to volunteers, and service providers. problem solve together. The intent is to allow staff to This year we have been faced with one of our most feel appreciated and valued as members of our team. challenging situations as the COVID-19 Pandemic evolved at a rapid pace. The Pandemic planning CONTINUOUS QUALITY IMPROVEMENT (CQI) committee began meeting weekly to plan and implement changes to the Pandemic Outbreak plan. CQI is an effective way to improve care for our The Home has been proactive in implementing Residents, and to improve practices for staff. There interventions to mitigate the risk, even before they are always opportunities to optimize, streamline, became mandated. develop and test processes. CQI is a continuous Weekly Education and support to all employees in the process and an integral part of our work, regardless Home has kept us all engaged and vigilant in keeping of role or position within the organization. What does this virus out of our Home. it mean to improve the quality of care? It means The Home has a good history of managing outbreaks achieving better health outcomes and better Resident and we will draw on our past successes to do it even experiences. Our Home has built a culture of change better. around quality improvement. We not only celebrate our achievements in outcomes, but we also recognize our efforts in ideas and learning from the successes. We strive to reach our goals of providing an IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020 9

FOOD SERVICES In keeping with the Corporate Mission, Vision and With the COVID-19 pandemic it was determined that Values, the Food Services department strives to even though the Outbreak was over in the Home, we offer the best service to our Residents and continues would continue to separate the dining rooms. seeking out areas for improvement. Some of the improvements made in 2019 and 2020 include but COVID-19 has placed an even greater strain on the are not limited to the following: Food Services department than any outbreak. Not only are we servicing the aforementioned additional The creation of a Full Time Floater Cook Position. areas but also in an effort to provide physical This has provided greater consistency with food distancing in the dining rooms, additional tables are quality and better service to our Residents in all of being utilized, which means that only 2 Residents are our dining room areas. seated at a table. This means that instead of serving/ cleaning and setting up in 6 areas we are now doing The Home’s policy and procedure related to fluid so in 10. monitoring and hydration were reviewed and revised in an effort to better capture those Residents at risk for dehydration. This was completed in collaboration with the Nursing Department. All Food Service Worker positions were shadowed and timeline studies were completed. Results were analyzed and with the input of the Food Services Team, changes to job routines were made. This has provided greater consistency and service to our Residents in the main dining room. COVID-19 AND FOOD SERVICES HERITAGE PLACE LONG TERM CARE HOME The 4th floor dining room has remained open during the pandemic and Food Services has continued to Outbreak was declared in the Home in late January. provide meals to our Residents in Heritage Place. When the Home goes into an outbreak the main In an effort to ensure social distancing in the dining dining room, which seats 96 Residents, is split into room, it was decided that only 28 Residents could 3 areas in order to separate the Residents from attend the dining room for meals - 2 Residents Allandale Village, Simcoe Lodge and Convalescent per table, first come, first served. Other Residents Care, thus reducing the risk of the outbreak spreading ordering meals would receive their meals through the from unit to unit. takeout system. We have seen numbers as high as 75 attendees for meal sign ups. MAPLEVIEW UNIT On April 2nd, 2020 the IOOF started utilizing the Mapleview Unit to provide space to RVH for ALC beds in order to have space in the hospital for COVID-19 patients. Food Services is one of the departments tasked with serving this unit. There can be up to 27 10 IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020

patients at any given time. We have worked closely ADDITIONAL MEASURES REQUIRED IN THE with the Interim Manager and Nurse Practitioner FOOD SERVICES DEPARTMENT: of this unit. Food Services provides staff to this unit, including the Food Services Coordinator and • Contingency plans were created to ensure that if Registered Dietitian. We serve 3 meals and 3 snacks the Home Food Services to these patients and accommodate numerous department is in the therapeutic diets. We are currently utilizing a tray position of minor or major ticket system similar to what is used in an acute care staffing reductions that setting as opposed to a congregate setting. Residents will still receive quality nutrition and Food Services staff has taken all of the above hydration. with great flexibility and have proven their genuine dedication and support to our Residents and our • Emergency and Essential team. The Food Services department has never been Menus were created. In the event that we more proud of our staff. experience minor staffing reductions, the Emergency menu would be initiated. If we were to experience major staffing reductions, the Essential Menu would be initiated. March 10 - All Food Services delivery drivers had to be screened at the front door of the Home prior to entering the building with the deliveries. March 20 - Heightened cleaning of all touch points in the dining rooms, serveries and main kitchen was initiated, over and above the daily cleaning schedules. March 27 - All Food Services delivery drivers were no longer permitted to enter the Home , groceries and supplies changed to a “tail-gate” system, meaning that they were dropped off in a central location. A temporary receiver position was created and hired by the Enivronmental Services Department to assist with this new system. April 2 - Started weekly “huddles” with Food Services staff in an effort to communicate changes, updates, or new Directives from the Government. This also served as a way to calm any fears and/or anxieties that staff were having due to the daily changes occurring. IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020 11

ELSTON UNIT AT ODD FELLOW & REBEKAH HOME The 20 bed Convalescent Care Unit provides of Physio equipment is Pulsating Magnetic Field rehabilitative and restorative services for a short Therapy (PMT) which is used to promote safe and term stay of 7 days and up to a maximum of 90 days efficient recovery. PMT and magnetic biostimulation per calendar year. Convalescent Care Residents are more modern and sophisticated versions of receive intense physiotherapy and restorative care a treatment that has a long history -the use of services daily. Physiotherapy is provided by a full magnetic fields. time Registered Physiotherapist and Physiotherapy Support Personnel. During regional team meetings attended by representatives of all Convalescent Care providers, The Elston Unit features a custom therapy room it was clear that the Elston Unit Convalescent Care furnished with the program at the Home has seen great success. It latest in rehabilitation provides consistent physiotherapy opportunities to equipment. Innovative its Residents twice daily. The innovative equipment equipment includes in a designated physiotherapy room, location of all a tablet to record clients on one unit, and dedicated interdisciplinary Resident progress and staff are keys to its success. playback to show them their progress. This A Convalescent Care Satisfaction Survey is delivered is especially helpful prior to discharge with results being tracked with when teaching gait and favourable comments on quality staff, care, and rehabilitation training service. techniques. Another innovative piece ENVIRONMENTAL SERVICES In addition to the daily tasks performed by the During the summer we completed much needed Facilities Environmental Services department which landscaping upgrades. Several large and potentially includes the building maintenance, cleaning and damaging trees were either thinned or removed. Old Resident laundry needs, we are proud to report on tree stumps and shrubs were removed. Gardens several important and impactful projects that were were cleaned and manicured. The beautiful wooded completed in 2019. walkway behind Heritage Place was refreshed with new stone. Flower and shrub beds on the campus The small southern parking lot and several large received new wood shaving coverings. sections of the road throughout the campus were repaved. Parking and entering the “Old South” and LTC building to and from the southern parking lot is now on a smooth and safe surface which replaced a badly damaged parking lot. Besides the parking spaces, this lot is now being used by patient transport vehicles. The partial road repaving in front of both the Long Term Care Home and Heritage Place will help prevent the further rapid deterioration of our vehicular traffic routes, and of the vehicles travelling over these surfaces. 12 IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020

In order to better direct emergency response services Most recently, the outdoor patio outside of the to the Manor, new signage on the building and on Georgian Way wing was converted to a Safe Visiting the front driveway entrance was installed. This has space for Residents and loved ones. Plexiglass helped reduce the response time to our Residents partitions and tents were installed, so that friends when emergency services are called for. and family can continue to visit their loved ones while maintaining social distancing. A new flagpole was installed in the front of Heritage Place. This same pole converts to a beautifully lit Christmas tree. Keeping with this theme, our Christmas season lighting is becoming more grandiose every year and 2019 was no exception. The department is very proud of the festive light show we can present to our Residents, staff and families. All changes and upgrades resulted in a better experience for all at the IOOF. THANK YOU TO OUR COMMUNITY PARTNERS During the COVID-19 pandemic, the IOOF has received much support from our community, and we cannot thank our supporters enough for their generosity. We have received donations of Personal Protective Equipment, including face masks and hand sanitizer, as well as food donations for staff, including breakfast and lunch deliveries from local restaurants! We’d like to thank the following businesses and individuals for their support: • Bayfield Canadian Tire • Canadian Tire Canada • Allandale Home Hardware • Cravings Fine Foods • Tim Hortons • Lions Clubs of Barrie • Downtown Barrie Business Association • Starbucks Park Place • Best Buy Barrie • Freshii • Pita Pit • Homemade Masks for Hometown Heroes • Enercare • NDP Party IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020 13

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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 at Heritage Place. The remaining seven will be apartment building located at 20 Brooks Street completed in the near future. in Barrie. There are 70 one bedroom and 10 two bedroom apartments with support services for Both Heritage Place and The Manor celebrated their 25th and 35th year anniversaries seniors that require assistance with the activities of in 2019 (respectively). Pictured (from left to right) are John Nichols (Board Chair), daily living. Manor Resident Wendy Forsythe, Garry C. Hopkins (CEO), Mayor of Barrie Jeff Lehman, and HP Resident Council President, Carol Rowe. 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 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 STATEMENT OF FINANCIAL ACTIVITIES (Heritage Place) TOTAL REVENUE: $ 7,433,894 $ 5,593,621 Miscellaneous Revenue $ 133,394 $ 1,686,895 Amortization $ 19,984 Ministry Funding Resident Rental & Other Income TOTAL EXPENSES: $ 7,401,666 $ 1,355,792 Interest on Long Term Debt $ 100,089 $ 295,232 Property Taxes $ 149,072 Salaries & Benefits $ 4,798,525 Amortization Expense $ 361,969 Building & Property $ 305,255 Replacement Reserves $ 35,732 Supplies & Other Expenses Corporate Allocations NET REVENUE: $ 32,228 16 IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020

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: $ 278,478 $ 187,799 apartment building for independent low income $ 90,679 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. Unique in its design, the Manor offers a home- like environment where Residents build lasting friendships, and are proud of their caring community. Manor Residents are welcome to enjoy all of the integrated programs and outings offered at Heritage Place if they desire. TOTAL EXPENSES: $ 213,464 $ 6,060 $ 83,720 Salaries & Benefits $ 19,006 Buildings & Property $ 60,840 Supplies & Other Expenses $ 33,838 Corporate Allocations $ 10,000 Property Taxes Replacement Reserves $ 65,014 NET REVENUE: STATEMENT OF FINANCIAL ACTIVITIES THE TERRACES (The Terraces) The Terraces at Heritage Square is located at 90, 92 TOTAL REVENUE: $ 2,197,579 $ 1,611,583 and 94 Dean Ave in Barrie. The two buildings have $ 585,996 161 Life Lease Suites with a central pavilion that Resident Rental & Other Income links the two buildings together. Suites vary in size Amortization from 763 sq. ft. – 1521 sq. ft. with twelve different layouts available. These suites can be purchased when resale opportunities become available. TOTAL EXPENSES: $ 2,140,316 $ 229,365 $ 665,554 Salaries & Benefits $ 121,526 Buildings & Property $ 180,675 Supplies & Other Expenses $ 397,386 Corporate Allocations $ 545,810 Property Taxes Amortization Expense NET REVENUE: $ 57,263 Residents of The Terraces enjoying an afternoon of tea and scones at our very first ‘High Tea’ fundraising event. IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020 17

REVENUE DEVELOPMENT Our mission statement is a simple one, but a powerful one: “Caring is our reason for being.” It is through the compassion, generosity, dedication, and love of our staff, Residents, family members, and supporters that we can continue to thrive and grow and provide quality care. Mr. & Mrs. Claus made an appearance at our first Merry Magical Evening fundraising event! Over the last year, we have seen new and exciting Our reputation has grown, our support has done the projects in the Revenue Development department. We same, and we ended the 2019 fiscal year having hosted a High Tea for our Residents at The Terraces exceeded our aggressive revenue in July, and a Christmas tree raffle and vendor show, development goal of $250,000. which took place at Heritage Place in November, However, we know the year ahead is 2019. Our Young at Heart Ride continues to grow, fraught with challenges. and we saw some exciting changes take place this past year. We moved it from a summer event to early As businesses are shuttered, fall, and changed our route, which brought in new employees furloughed, and the world ridership who enjoyed the fall colours for our perfect rocked, many of our planned events and day. projects have been placed on hold. Yet Our social media and public relations has grown we need the support of our community significantly, from regular stories in the news about now more than ever. Long Term Care what we are doing, to an average weekly Facebook is on the forefront of the greatest reach of 20,000 people. We have established the challenge of our time, COVID-19, IOOF Seniors Homes Inc. as a highly respected and we continue to need community model for long term care in our city, and our province. donations and support. It has not been lost on us that the IOOF Seniors Homes was established in 1940 in Barrie, during one of the other greatest trials of the last century, World War 2. It was a time of rations, austerity, and fear. It was also a time of great bravery, strength, and human resilience. While young men Group shot of our 2019 Young at Heart riders and volunteers! 18 IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020

went to war, the women joined the factories, kept community has flooded our home with love and the home going, and raised the children. Everyone appreciation, gifts and donations, and our staff has stood together in a united front in a remarkable proven their place on the frontline as the best of the show of what we are capable of as a nation and as a best. We have quickly pivoted and focused all our community. energies on the safety and care of our Residents and staff, and in doing so, have truly led the way forward This past summer, Herb & June Ritchie donated all proceeds of June’s homemade as an example of best practices. jams sales to our Redevelopment Fund. In the last year, we have strengthened our foundation, We have seen those same brave actions come into grown our revenue development projects, and play again during this time. Healthcare Heroes on established our reputation as a leader in care, and the forefront of this new battle have shown their we will build on that base for years to come. Already unwavering strength and resilience every day. Our plans are being made on how we can adapt and change some of our future events to abide by social distancing guidelines, and how to continue to grow and build on our momentum and reputation. The year ahead may see modifications to planned revenue development programs, more online growth, online lotteries, raffles, and fundraisers, and new innovative ways to increase donors. We will weather the storm, and we will emerge stronger than ever, ready to grow for years to come. IOOF - RVH PARTNERSHIP In 2018, the Corporation renovated the upper floor of the south wing, Mapleview. This wing had not been occupied since 2009 when the north wing opened and Residents were transferred. The renovations, while not extensive, were required to bring the space up to current standards. One of the reasons for the renovations was to allow flexibility in terms of beds available. It also provided the opportunity to apply for temporary long term care licenses with the Ministry. Yet, the onset of COVID-19, meant that there was a far greater urgency to reduce occupancy levels in hospitals. As such, the Corporation has partnered with Royal Victoria Regional Health Services to open the Mapleview wing as a transitional care unit. Mapleview has helped alleviate pressure on acute care beds; it has given the IOOF the opportunity to collaborate again with RVH and provide much needed beds to the community. IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020 19

PROGRAM SUPPORT The Program Support & Volunteer Services We have also witnessed heartwarming window and Department has a wide range of expertise which balcony visits including a wedding visit. With the includes Physiotherapy, Restorative Care, Recreation warmer weather we have proceeded to safe outdoor & Leisure, Social Services, Spiritual & Religious Care visits socially distanced. and other contracted services such as Hairdressing. Our Social Services Programs offered meet the physical, spiritual, Coordinator provides intellectual, emotional and social needs of the emotional support Residents. Recreational activity programs include to our Residents but are not limited to socials, teas, and weekly music with routine check in programs, afternoon pubs, trivia, current events, and phone calls to share special events, festive celebrations, BBQs, art therapy, information and to live entertainment, intergenerational programs and comfort those that are community outings. struggling during these difficult days. Thanks to the Corporation’s para-transit wheelchair accessible bus, Recreation Facilitators who are Our community also qualified drivers facilitate numerous outings partners organized a throughout the year. For Heritage Place and the Car Easter Parade and Manor significant increase in demand for shopping Cheering Parade. outings as Residents stop driving. In support and gratitude to our dedicated staff, our HOME OUTINGS: 48 Residents started a poster campaign so that our staff would know how much they are valued and HP OUTINGS: 123 appreciated and posted these works of art filled with heart and soul on the inside and outside windows for With COVID-19 visitor restrictions beginning in March staff to see as they come into work. 2020 and the cancellation of group programming and outings, virtual visits and 1:1 programming have become our new normal. Not forever, but for now. We have witnessed a renewed sense of connection for our seniors who have been isolated from the outside world for their vital protection. Our Residents’ Council President, Brad Osborne, announces over the PA the Friday Funnies, a series of knock, knock & clean 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. 20 IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020

VOLUNTEER SERVICES Many of the programs and services offered at the service for many of our Residents residing at Home, Heritage Place, Manor and the Terraces Heritage Place. at Heritage Square could not occur without the assistance of our generous volunteers. Committed, At the Odd Fellow & Rebekah Home we are missing qualified and enthusiastic individuals work together our community based volunteers, most of whom and play an integral part in delivering quality are healthy seniors, but as such are considered at programming and services for the Residents of the higher risk and could not continue to volunteer. We IOOF Seniors Homes Inc. are missing our family member volunteers, many of whom volunteer countless hours to not only support their loved ones but also their Resident neighbours and friends. We are missing our high school, college and university students whose programs were necessarily cut short. We are missing our service groups who would, under normal circumstances, be providing visitation, birthday celebrations, entertainment and spiritual care. Yet we know these are not normal circumstances, and as a result we could not celebrate National Volunteer Week in traditional IOOF Homes’ fashion. Our volunteers inspire us with their dedication, Others from our community have offered assistance passion and level of engagement. Our network of and willingness to Volunteer to grocery shop and run volunteers comprised of community members, essential errands for our seniors. Community and Residents, family, staff, students and board work Service groups have raised funds in support of our diligently to build programs, volunteer at events and Staff and have dropped off special treats to say a share their talents. BIG Thank You. As a generous act of outreach, our In keeping with Ministry Directives, we have had Resident Volunteer Pastoral Care Committee has to restrict visitors, promote social distancing and donated funds to our local Barrie Food Bank. Our change most of the services that volunteers provide. Garden Committee Volunteer eagerly planted an We needed to close the Tuck Shop at the Odd oasis for all to enjoy! Fellow & Rebekah Long Term Care Home. Thanks to our dedicated group of Resident volunteers, our These difficult times bring out the best in the human Last Minute Store remains open and is an essential spirit - to serve others! VOLUNTEER IMPACT IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020 21 21,036 VOLUNTEER HOURS 269 ACTIVE VOLUNTEERS

FINANCIAL HIGHLIGHTS The Corporation ended the year with a surplus of $723,347. Part of the surplus was transferred to the Home redevelopment fund which has accumulated $3,233,391 to be used to renovate the long-term care facilities and to provide better care to our Residents. PARTNERSHIPS CAPITAL PROJECTS f The Corporation has partnered with the Royal The Corporation has submitted an application to the Victoria Regional Health Centre to open a 27 bed Ministry of Long Term Care to build 64 new long term transitional care unit in its Mapleview wing. care beds and to renovate 66 beds. The Corporation is waiting for approval to commence this phased f The Corporation continues to partner with the project. Preliminary discussions have been held with North Simcoe Muskoka LHIN and Bayshore the architect regarding design. Healthcare to provide temporary beds in Barrie and Wasaga Beach. 22 IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020

SUMMARY FINANCIAL STATEMENTS Consolidated Statement of Financial Position Consolidated Statement of Revenue & Expenses Year ended Dec 31st Year ended Dec 31st 2019 2018 2019 2018 $ $ $ $ Assets Revenue Cash 4,193,479 2,727,503 Ministry of Health & 16,162,349 11,574,511 2,174,729 665,525 Long-term Care Accounts Receivable & Prepaid Expenses County of Simcoe/CMHC 67,429 36,093 Restricted Cash 3,219,536 3,421,990 Resident Rental & 7,290,073 7,278,330 & Investments Other Income Property & Equipment 38,473,391 39,610,357 Miscellaneous Revenue 2,454,992 1,777,598 Total Assets 48,061,135 46,425,375 Total Revenue 25,974,843 20,666,532 Liabilities Expenses Accounts Payable 4,613,582 2,572,712 Salaries & Benefits 13,487,923 12,853,262 & Accrued Liabilities 10,812,425 11,472,016 8,803,281 4,172,216 Buildings, Property & Mortgages Payable Supplies Deferred Contributions 23,735,261 23,953,603 Interest Costs 515,889 541,985 Replacement Reserve Funds 813,604 1,064,128 Property Taxes 581,669 570,409 Net Assets 8,086,263 7,362,916 Amortization Expense 1,741,836 1,565,172 Total Liabilities & Replacement Reserves 120,898 164,722 Net Assets 48,061,135 46,425,375 Total Expenses 25,251,496 19,867,766 Excess (Deficiency) of 723,347 798,766 Revenue over Expenses This information was summarized from the draft audited financial statements for the year ended December 31st, 2019. The complete audited financial statement is available upon request. IOOF SENIORS HOMES INC. ANNUAL REPORT 2019-2020 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