Annual Report 2017

Connect. Empower. Transform. 2017 Annual Report

Friends, Partners, Donors, Supporters: social connections and meaningful workGreetings and God’s blessings. We at experiences. Our homeless families findSamaritas are proud to share our 2017 permanent shelter sooner and the womenaccomplishments with you. in our Heartline program are staying out of prison and integrating back into society inOur organization has continued to grow larger numbers than ever before.and prosper. We are serving more children, Your support for this work is what keeps usfamilies, seniors, and persons with disabilities motivated and financially able to do the workthan ever before. While we are welcoming that connects people with the services theyfewer New Americans because of federal need, empowers them to become their bestpolicy changes, we continue to provide selves, and transforms their lives, enablingnewly arrived refugees with the support they them to then help others in need. It’s aneed to become productive members of our ripple effect that spreads strength and hopecommunities. to those most vulnerable in our society.Our services are varied and growing, and they Thank you for being the rock that starts thosecontinue to provide improved outcomes. We ripples of transformation. We look forwardhave decreased the length of stays on our to many more years of serving others as anskilled nursing campuses, returning people expression of the love of Christ.sooner to their homes, where they mostwant to be. We now serve more children in In His Grip,their homes than in foster care, and thatmeans stability for the family and for thecommunity. Our persons with disabilitiesare more engaged and active, through Sam Beals, CEO Dale Gerard, Board Chair Board of Directors Directors Randy Asmus, OKEMOS Board Chairman Sarah Prues Hecker, GROSSE POINTE Dale Gerard, BIRMINGHAM Mary Anne Jones, GRAND RAPIDS Michael Kneale, BIRMINGHAM Vice Chairman The Rev. Donald P. Kreiss, Bishop David Morin, SOUTH LYON SOUTHEAST MICHIGAN SYNOD, ELCA Matt Pedersen, BIRMINGHAM Secretary Todd Perkins, DETROIT Michelle Gaggini, RIVERVIEW Mark Stanko, SHELBY TOWNSHIP Brett VanderKamp, HOLLAND Treasurer Dan Carter, GRAND RAPIDS

In 2017, Samaritas served 15,254 peopleacross the state of Michigan. OUR MISSION: Serving people as an expression of the love of Christ.

where we serveSERVING MICHIGAN Creating a CHEBOYGAN Ripple. . What We Do ONAWAY Samaritas connects individuals toWhaCthWild e& DFaomily Services GAYLORD the home, family and community supports that meet their relational, • Adoption ALPENA emotional, physical, and spiritual needs wherever they might fall onChild &• FFoasmterilCyaSreervices the continuum of care. Through • A•doFpamtioilynPreservation permanence, we deliver a sense of love, belonging, health and well-• IFF•SnoaedmsntAIeieniopslrdrsyeieLCsnpPtieedvardnierendeLsngeeivntritvnLaagintvCidiononmg mHuonmitieess TRAVERSE CITY being that empowers those we serve• with a feeling of personal control,• confidence and worthiness to live their fullest life. When those we serveSe•n ioLIr•••niLvdiiIAMevnnpfige-fnheomoCngrodmdoraeyebmlnCHemtaeLraaieulvtnihnndigCtAiaersesssisted CADILLAC reach their full potential, they in turn promote the dignity of others,• MHeommeo&ryCCoamrmeunity SCOTTVILLE GLADWIN creating a ripple effect out into the community that achieves the greatest• A•t HCoommmeunity Centers MONTAGUE Where We Serve transformation for all. Transforming •• THraonmsiteionCaal rHeousing WHITEHALL entire communities one life at a time, MT. PLEASANT BAY CITY Samaritas has been sending ripples of• A•••• ffoAGFHrafrdmfoooauimrlbdpyaleHHebHlooeLmmLeiveeiavilslenitnshgsgShelter NORTH MUSKEGON MIDLAND positive change across Michigan since• Skilled Nursing MUSKEGON 1934.• RNeehwabAimlitearitciaonns SAGINAW • Resettlement GRAND RAPIDS FLINT PORT HURON HOLLANDHome•&ECmopmloymmeunnt ity • C•omScmhouonl IimtypaCctenters • T•ranBeshitaivoionraall HHeoaluthsing• Affordable Living• Family Homeless Shelter LANSING ROCHESTER HILLS• Group Homes ALLEGAN CHARLOTTE BLOOMFIELD HILLS TROY STERLING HEIGHTS BENTON HARBORNew Americans • Resettlement BATTLE CREEK ANN ARBOR DEARBORN DETROIT • Employment KALAMAZOO • School Impact • Behavioral Health JACKSON WESTLAND ADRIAN MONROE

impact In 2017, Samaritas focused on improving our ratings in our skillednursing communities; deepening the depth and breadth of our employeetraining; improving our financial picture by increasing occupancy andmeeting budget targets; and improving our outcomes, such as reducingthe length of stay in foster care, in our rehabilitation centers and in ourshort-term skilled nursing communities.

senior living Our Assisted and Independent Living communities feature vibrant campuses with fine dining and a full schedule of activities. We have Senior Care for long term nursing, Memory Care with safe, secure surroundings for persons with Alzheimer’s and dementia and Rehabilitation Centers for restful recovery after surgery.

Creating a ripple.. Senior Living 2017 Highlights“It’s our job to be an advocate, helper, friend, familymember. Once you come into our center, you’re no longer • 37% reduction in return toa random person, you are not just a resident, you are a hospital rates from our skilledmember of our family.” - Billy McCallum, Administrator at nursing communitiesSamaritas Senior Living of Cadillac • 100% family and resident satisfaction in our Assisted Living and Samaritas Senior Living offers retirement living for Independent Living communities seniors with five communities throughout Michigan. • 1,056 sign ups for lifelong learning program, the Academy through Samaritas Whether you want independent living, assisted Senior Living’s outreach initiative living, skilled nursing, memory support, rehabilitation therapy or home care services, you’ll find a solution to fit your needs. We want to provide the care you need at our senior living communities. Find our communities in Saginaw, Cadillac, Grand Rapids, Traverse City and Bloomfield Hills.

child and familyservicesThe largest private Foster Care and Adoption organization inMichigan, Samaritas also helps more families through reunificationand intervention services to keep children safe at home.Through Samaritas’s Family Preservation programs, we seek toguide parents toward creating a satisfying, nurturing home life forthe entire family, to keep children in their natural setting withtheir biological parents.

Child and Family 2017 Highlights Thousands of Michigan children need temporary homes where they can feel safe,• 96% children had fewer than 2 foster secure and loved. Some are victims of abuse or placements neglect. Some have been abandoned by their birth families. Samaritas has been providing• 72% children adopted within 24 months services for children and families since 1934. (goal of 36%) We are Michigan’s largest private foster care organization, helping more than 800 children• 191 New Foster Homes daily. Our experienced staff are passionate about• 97% of children in the Families First their desire to help foster families create a better life for the children in their care. program did not enter foster care• 88% of children were reunited with family through the Family Reunification program• 415 AdoptionsCreating a ripple..“Up until now my story’s been being bounced around fromplace to place, not really getting a chance to get comfortable.Eventually I learned that if I want to get to where I wantedto be, in needed to do what i need to do.” - Tim, teen livingat Samaritas’ Independent Living Home

home andcommunityOur Home and Community Campus comprises our Family Center whichprovides temporary housing, day care and medical care for homelessfamilies as well as the Wayne County temporary emergency foodassistance program.We own and/or manage multiple Affordable Living Communities, mostwith a service coordinator for high quality residential life, and all withexceptional community service partnerships and collaboration.The Samaritas Community Center in Saginaw provides after schoolathletic and tutoring programs for neighborhood children and meals forfamilies in the community.We provide At Home Services, which include support for Personswith Disabilities, home health, speech, physical and occupationalrehabilitation, and private duty home care, allowing individuals toremain in their own community and at home.For more than 50 years, we have helped women make the transitionfrom prison to society at our Samaritas House in Detroit.We manage 14 group Homes for Persons with Disabilities, located withinMichigan communities across the state.

Creating a ripple..Home and “There are roughly 100 children that rely on the servicesCommunity 2017 this facility provides on a daily basis. Most the kids in theHighlights neighborhood have no where else to go but here. When they’re here they get a meal, they get playtime, they get help with their homework, and then they go home. They look• 84% of children attending forward to coming here.” - Delorese Grant, Head Cook at programs at the Saginaw Saginaw Community Center. Community Center have Samaritas believes that no matter your budget, everyone deserves a beautiful, comforting place to live. For people passing grades on a fixed income, with low or no income, Samaritas offers• 16,862 meals served at Saginaw affordable living in Michigan thanks to our Housing and Urban Development (HUD) subsidized communities. Community Center The Family Center is a partnership of Samaritas and Wayne• 84% of Heartline residents stayed out County, offering emergency shelter for homeless families. Two-parent families, single mothers or fathers with children of prison and pregnant women are welcome.• 71% of families found permanent housing We empower people with disabilities to have a voice in their own care and become involved members of their prior to leaving the Family Center communities. We transform lives through person-centered• 99% of residents with a disability served in care, individualized support and deep, meaningful connections with caregivers. their homes integrated into the community• Samaritas At Home services provided 265,500hours of care

new americans New American Services: we are the largest provider of refugee resettlement services in Michigan and the fourth largest in the country.

Creating a ripple.. New Americans 2017 HighlightsWhile fleeing as refugees from Congo, Flory and Elodie wereseparated from their two children for five years. With help • 100% of ourfrom the American Red Cross and Samaritas, the children refugee children hadwere rescued and resettled in Grand Rapids, MI a few years improved Englishago and have been living happily ever since. skillsRefugees come here seeking protection and a chance to build a new life. • 92% self sufficiencyThey are eager to learn, to work and to become productive contributors rate for Newto society. As they become settled, they build businesses, create jobs, Americans at sixrevitalize neighborhoods, fuel the economy and strengthen the tax base, monthsenriching their communities.As the largest refugee resettlement agency in the state and fourth largestin the nation, Samaritas has resettled thousands of people from dozensof countries in Europe, Asia, Africa, the Middle East and Central andSouth America. Samaritas has been the Michigan affiliate of LutheranImmigration and Refugee Service since the 1950s. In 2002, Samaritasbecame the Michigan affiliate of Episcopal Migration Ministries as well.

financials Consolidated Balance Sheet Cash and Investments $33,943,427 $14,448,904 Accounts Receivable $2,575,524 $9,320,006 Funds Held in Trust $ 48,324,091 Other Assets Fixed Assets (net of depreciation) Total Assets $108,611,952Cash and Investments | Fixed Assets (net of depreciation)Accounts Receivable | Other Assets | Funds Held in Trust Accounts Payable/Accrued Expenses $10,514,599 Funds Held in Trust/Deferred Revenue $2,927,000 Other Liabilities $1,990,084 $47,920,252 Long-Term Debt 63,351,935 Total Liabilities $45,260,017 Fund Balance Total Liabilites and Fund Balance $108,611,952Long-Term Debt | Accounts Payable/Accrued ExpensesFunds Held in Trust/Deferred Revenue | Other Liabilites

financials Income and Expense Summary $102,643,143 $98,513,770 Total Revenue Total Expense $4,129,373 Surplus from Operations ($111,978) Other Income (Expense), net* $4,017,395 Net Income over Expense Organization Revenue by Source Organization Revenue by Source Senior Living SSeenrvioicreLs i|vFinosgteSreCrvairceesService Fees | Grant Revenue Senior Living Services $45,816,168 ProOgthraemr RSFeeovrsevtniecureeCF|eaMreeasnS|aeCgrovmnicterenibtFuaetneiosdnDse| vInetleorpemsteanntdFeGeasins Grant Revenue Foster Care Service Fees $21,524,735 Program Service Fees Grant Revenue $13,631,193 Organization Expense by Service Area Program Service Fees $12,449,560 Contributions1 Interest and Realized and Unrealized Gains Contributions $3,951,729 Other Revenue Interest and Realized and Unrealized Gains $3,061,139 Senior LivinSgeM|nFaionosartgeLermiCvaienrnegtaannddPDreesveerlvoaptmionen|tOFuetreesach Services Other Revenue $1,256,607 Administration | In-Home Services Management and Development Fees $952,012 FPoesrtseornsCwairteh aDnisdabPilriteiesesr|vAadtivoanncement Total Revenue $102,643,143 Affordable HoOusuintgre/aMchanSagemrveicnetsContracts | Rehab Therapy Staffing Organization Expense by Service Area Administration In-Home Services Senior Living $43,405,328 Foster Care and Preservation $24,825,134 Outreach Services $8,665,360 Administration $7,296,748 In-Home Services $6,807,551 Persons with Disabilities $5,290,280 Advancement $1,171,513 Affordable Housing/Management Contracts $567,879 Rehab Therapy Staffing $483,977 Total Expense $98,513,770

Samaritas | 8131 East Jefferson | Detroit, MI 48414 | 313.823.7700 | samaritas.org | info@samaritas.org