pathways annual report fy2011-2012

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FiftyForward enriches the lives of adults 50+ by providing pathways to health, well-being and lifelong learning.

FY 2011-12

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“Firsts” for the Year

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A N N U A L R E P O R T

You can stay abreast of our successes by reading

the quarterly Forward Focus available at our

centers, public libraries, hi-rise residences and

many business locations. We also invite you to visit

our ever-expanding website, www.fiftyforward.org.

Please like us at FiftyForward.com/Facebook.

n College Grove's 25th Anniversary

n Viva la Diva Run for Women and Girls

n Forward Focus partnership with Mature Lifestyles

n Employment Toolbox

n Social Entrepreneurship

“The only place where success comes before work is in The dicTionary.” ~ Vidal Sassoon, Donald Kendall

Anniversary Celebration

Viva la Diva

Nestled among rolling hills and farms, FiftyForward College Grove has a special place in the heart of the community. From its beginning, the center has been known for its innovative programs, including digital photography which was popular even before many considered using digital cameras. This rural center is among five FiftyForward centers accredited by NISC (National Institute of Senior Centers). The “Grove’s” 25th Anniversary was a time of celebration among current members and volunteers, as well as others who delight in return visits. Pictured are FiftyForward College Grove’s directors with the longest tenure: Gayle Bradley (left) and Martha Wolfe, flanking longtime supporter and friend, Frances Greathouse.

Through generous sponsorships, FiftyForward and the YWCA of Nashville and Middle Tennessee combined forces to initiate, produce and present the first Viva la Diva Run for Women and Girls. Nissan Cool Springs headquarters welcomed more than 1,200 runners/walkers of all ages to their spacious campus on the Saturday preceding Thanksgiving. (Continued on page 2)

Pathwa y sy ya FiftyForward Publication

(Continued from page 1)

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Running clothes, tutus, tiaras and boas reflected the spirit of the day. A 10-mile race, a 5-K run, a half marathon (for those who ran both) and a one-mile Fun Run/Walk marked the events of the day. Fundraising and friend raising finished in first place.

“firsTs” for The year

Forward Focus Partnership Many of FiftyForward’s successes are built on partnerships. When our Forward Focus newspaper transitioned in September to a quarterly magazine format, Mature Lifestyles Magazine welcomed our publication as an insert in their March, June, September and December issues. It has been a win-win for both organizations - Mature Lifestyles distributes the Forward Focus to more locations, and our inclusion has increased their readership.

Volunteerism, a Job Search Tool Older adult job seekers, once highly regarded by employers for their knowledge, experience, wisdom and work ethic, find themselves frequently lacking the confidence to communicate transferable skills (e,g., technical, organizational, analytical, personal) that are critical in the current job market. Consequently, the Program Resources Council of FiftyForward worked diligently with staff to develop the Employment ToolBox, a pilot project with a curriculum of specific skills to assist these job seekers. What was especially unique about the course was the inclusion of the volunteer experience as a beneficial tool in bolstering a resumé. Of the 13 participants in the six-session weekly series, all “graduated.” Four found work and eight of the 13 continued their volunteer roles at FiftyForward and other area organizations.

FiftyForward: Social Profit Model and Entrepreneurship

Nonprofit organizations are not always recognized as businesses, let alone as leaders in business. FiftyForward is quite the opposite. Every year at least one of our volunteer leaders praises “FiftyForward as the best run nonprofit organization I know.” This year we added a new moniker, Social Entrepreneur. While emphasizing that all our programs benefit the community, some lend themselves to charging competitive fees. Senior staff participation in a series of social entrepreneurial workshops led us to focus on two revenue generation areas: (1) the Care Team,

which provides assessment and consultation services on a sliding fee scale; and (2) marketing our facilities – especially the Patricia Hart Building and FiftyForward Martin – as the Perfect Venues for events. Small conferences, business and community meetings, weddings, receptions, birthdays, showers, anniversaries and reunions have increased our self-generated revenue.

LIVING AT HOME SERVICES Note: in the programs described below, 200% of poverty for one person is $1,815 or less per month and $2,452 for two people. (Determined by the federal government.) Adult Day Services Operating Monday through Friday, of 54 total participants, 42 individuals had incomes below 200% of the poverty rate. The remaining customers were private pay on a sliding scale. Relatives cared for 26% of the participants. A safe, stimulating environment for their loved ones enabled many of the caregivers to continue working. The daily fee of $59 provides a hot lunch plus snacks, transportation via two buses, social services and activities that promote mental and physical stamina and maintain optimal functioning levels.

Care Management This year, 279 homebound senior adults in Davidson County received care management, in-home support, connection to services and advocacy. Without this service provided by five care managers and two in-home specialists, most seniors would not know about available community resources and therefore go without supports that meet basic needs and promote quality of life. In Williamson County, 90 homebound, frail adults benefited from care management services.

Care Team The Care Team provides expert guidance and assistance to older adults and their loved ones, as they address a wide variety of aging-related challenges. This past fiscal year, the focus was on building the customer base of our new program – with a total of 23 individuals and their families benefiting. To acquaint the community with the Care Team, the program manager took advantage of opportunities such as health fairs, church informational seminars and caregiver conferences. She conducted individualized outreach to caregivers, faith communities, hospitals, physicians’ practices and to other service providers – sharing information about the services the Care Team provides for adults age 50 and older, their families and caregivers.

Conservatorship Appointed by the court, our conservatorship care manager (on call 24 hours)served 22 clients in FY 2011-12. Services included, but were not limited to visitation, monitoring of care, escorted transportation and management of financial and health matters.

fifTyforward Programs

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Barry Coggins “In the past 20 years of delivering Meals on Wheels each week, the most important thing to me has been meeting the people and sharing in their lives. You become friends, and both they and I look forward to my next visit. I spend a little time with each one, delivering sustenance for their bodies as well as friendship for their sense of self-worth and well-being.”

[A singer/songwriter, Barry also hosts the annual Barry Coggins Golf Tournament for Meals on Wheels which celebrated its twelfth year. He also participates in the Music for Seniors program. See page 6. ]

Meals on Wheels A total of 20,029 meals were prepared and delivered on weekdays, weekends and Thanksgiving and Christmas Days. Of these, 4,201 were for full paying customers ($6.50/meal). The remaining meals were funded by the United Way of Metro Nashville and private donations. All meals were delivered by volunteers. On weekdays and weekends, 128 homebound senior adults received meals. On Thanksgiving and Christmas days, 577 meals were delivered to 367 households.

Victory Over Crime The staff assisted 36 senior adults who were victimized in the past year with one-on-one care management and access to services. Many received help to develop a safety plan to avoid future victimization. Twenty-nine of them had incomes at 200% of poverty or less.



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fifTyforward CentersMarilyn Nevens “When I lost my dear husband, there was a deep void in my life. Then, when I became involved with the Martin Center, I truly believed it was ‘heaven sent.’ … The programs there gave me the opportunity to feel a purpose in my life again and to form new friendships …With our fundraising project, volunteering, outings and game days, my days are filled. The Martin Center is my home away from home.”

[Marilyn is a member of the Martin Center and the enthusiastic leader of the Card Crusaders, raising funds for a second center van. The primary fundraising project has been the sale of intricate “iris fold” greeting cards.

FiftyForward Bordeaux increased its number of hot nutritious meals served weekly from 90 to 104 to eligible members of the Northwest Nashville community. Health and Fitness gains were made by participants who benefitted from A Matter of Balance classes. The annual Hats Off to Bordeaux fundraiser was well attended by 300 Greater Nashville community members.

FiftyForward College Grove,* long recognized as a model rural center, experienced continued success in multiple areas of programming, especially in the visual arts, health and wellness. For example, 80% of those who participated in recreational and socialization activities reported an increase in their sense of well-being and fewer physician visits.

FiftyForward Donelson Station* increased programmatic offerings by 50% in the areas of health and wellness, core fitness, cardio and strength training and creative arts. Zumba, Zumba Gold and Zumba Sentao are offered Monday-Saturday, along with Lapidary and Silver Jewelry. The center operates from 8 a.m. to 7 p.m. five days each week and until noon on Saturday. Club Cardio transformed a space at Donelson Station into a “calorie burning, live-dance fitness spot.”

FiftyForward Knowles* implemented a variety of programs and classes from 8:30 to 4:30 Monday through Thursday and on occasional evenings. Among the most popular were the SilverSneakers® Fitness Program, yoga, men’s group, knitting and crocheting, scrapbooking, genealogy, a book club and a movie group. Knowles is recognized as a Creative Arts Center, hosting 100+ fiber arts enthusiasts on the second Saturday of each month.

FiftyForward Madison Station* turned “sweet 16” this year, and their membership surpassed 800 – a record breaker! The daily average participation in Health/Fitness, Social and Educational activities averaged 175. The Friday Night Jam and the Dinner Theater continued to attract participants from the community. Living at Home Services increased the opportunity for approximately 100 homebound older adults in the Madison area to continue living independently. Operation of this large, active center and center events are supported by 150-200 volunteers.

FiftyForward Martin* has continued to experience a significant, consistent growth in member participation, community involvement and rental of its lodge inspired facility. In a survey of individuals who participated in education and learning opportunities, 88% reported an increase in well-being and improved physical and mental health.

FiftyForward stands alone in the State of Tennessee in having five of its seven centers accredited by the National Institute of Senior Centers (NISC). These centers are indicated with an asterisk.

The Card Crusaders group, through tireless efforts in producing exquisite, handcrafted greeting cards, raised nearly $17,000 toward the purchase of a 26 passenger minibus. Martin is proud of the expansion of the Children Of Aging Parents program (COAP) that meets at the Brentwood United Methodist Church and The Peoples Church, Franklin. The schedule is a six-week series repeated throughout the year.

FiftyForward J. L. Turner Center provided increased program offerings during the year in wellness, nutrition, computer and technology applications classes, genealogy, art, SilverSneaker® classes plus intergenerational activities. In its sixth year of operation, 3,000 older adults were active participants. The Bellevue Family YMCA and FiftyForward J. L. Turner Center is a partnership between The YMCA of Middle Tennessee and FiftyForward.

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fifTyforward Volunteer Programs

Two FLIP students with their FLIP tutor/mentors.

Deloitte continued its FiftyForward Technology Day practice of providing,

several times a year, employee volunteers who assist center members in utilizing

their digital cameras, cell phones, laptop computers, etc.

FiftyForward Foster Grandparent Program* A total of 86 Foster Grandparents served 991 children at 17 sites including pre-schools, faith-based institutions and Metro Nashville Davidson County Schools. Of the Head Start pre-school children we served, 308 showed improvement in academic skills needed to begin kindergarten. Foster Grandparents improved their skills by completing phonics training. Further, 212 K-4th grade students were able to advance to the next grade level due to sufficient improvement in their reading and math skills. The FGP is funded largely by the Corporation for National and Community Service and the United Way of Metropolitan Nashville.

FiftyForward RSVP/FLIP* RSVP engaged 655 older adult volunteers in more than 58,000 hours of service at FiftyForward centers and local non-profits such as Nashville Adult Literacy Council, Operation Stand Down and the American Red Cross. At 25 elementary schools, 153 FLIP (Friends Learning in Pairs) volunteers provided weekly one-on-one assistance to 603 K-4 students. Our FLIP tutors helped 83% of their students reach grade benchmark levels in reading and math.

*Senior Corps-Funded Programs (Federal Grants)

RSVP volunteer “at work.”



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Music for Seniors This year’s highlights included: n Production of its first CD, Songs We All Love, released with a record-breaking attendance of 250 at a luncheon concert featuring live performances of cuts from the album; nContinuing partnerships with area arts’ providers, such as The Nashville Jazz Workshop; helped the free Daytime Concert Series produce a public event each month including three Dixieland Band concerts for Mardi Gras;nOngoing growth trend, with performance numbers up 8% from last year and participation numbers increasing across the board, with an estimated 1,000+ seniors served monthly by 50+ musicians at 50+ area locations; and nDirector Sarah Martin McConnell spoke at the Alzheimer’s Foundation of America Membership Conference in Washington, DC, where she presented Music: A Powerful Path for Transformation, highlighting research and demonstrating through music participation (by conference members) the positive role interactive music can play in caring for those who have dementia.

FiftyForward Travel From its beginning, FiftyForward Travel has been a transforming experience for the participating seniors. Many go from being lonely at home to finding friends and adventure through group trips. This fiscal year approximately 550 people toured places such as Hawaii, the Grand Canyon, the Holy Land, Atlantic City, Amelia Island, Washington, D.C., the Canadian Rockies and the House on the Rock, in addition to a popular monthly visit to Harrah’s Casino in Metropolis, Illinois.

fifTyforward Arts and Entertainment ProgramsLarry Keeton Theatre Broadway World.com rated Chicago one of the best musicals ever performed by a community theater in Nashville. Miracle on 34th Street was an enormous hit, and Smokey Joe’s Café received sterling reviews. The Keeton Theatre continued its tradition of providing high quality, affordable community theater during the 2011-12 season that ended June 30, 2012.

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fifTyforward Special Occasions

Hats Off to Bordeaux! FiftyForward Bordeaux

Whistlestop, FiftyForward Madison Station

Project Funway, FiftyForward Knowles

Crown Affair, Patricia Hart Building

Martin Masters, FiftyForward Martin Center

FiftyForward’s nominee, Patricia Hart, was an inductee into the prestigious Academy for Women of Achievement.

FiftyForward College Grove Director Gayle Bradley received the 2011 Alma Pillow Award for Excellence in Aging from the GNRC (13-county area)



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fifTyforward Board of Directors

Patrick CongerTreasurer

Jim McGregorPresident

Tracy RodePresident-Elect

Among the accomplishments of board committees this year was the completion and adoption of the Strategic Plan for 2012-16.

Standing Committees: Communications, Development, Finance and Operations, Human Resources, Leadership, Program Resources, Government Affairs, Strategic Planning. (Officers and Chairs comprise the Executive Committee.)

The Government Affairs Committee presented an appearance by Beth Harwell, Speaker of the House in the Tennessee House of Representative, who is the first woman to serve in that role.

Development had its most successful fundraising year yet. (See page 9 Financial Report)

The Human Resources Committee studied employee benefits and successfully recommended an upgrade in employee benefits. Included was an option for long term care insurance. The committee also implemented a monthly leadership training series titled Leading from the Inside Out for the 16-member Leadership Team, and later for mid-level managers.

The Program Resources Committee developed the Employment ToolBox program for job-seeking older adults. (See page 2.)

Board Members Harry AllenLaurel BuntinCasey ChapmanPatrick CongerTeresa CorlewGary CriggerEddie DavidsonCarolyn ErmeyRichard ExtonLucy FoutchDon GreeneDavid GriswoldDr. Ralf HabermannTrey HarwellVicki HorneAshford HughesLinda HughesMary Herbert KellyBarbara LyonsMercedes LytleTara MacDougall Joyce McDanielDr. Michel McDonaldJim McGregorJan MaddoxScott McKeanEdy NashCindy NatschElizabeth PapelJana Lisle ParhamCasey PashEmily PlotkinAlexia PoeLaura PurswellTracy RodeCarolyn SchottMary SeelyBrian SheltonJohn TaylorLeigh WilliamsStephanie Woodard-Majors

Don GreeneSecretary

LifetimeMembers

Charlie CardwellPatricia HartHarriet Foley

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financial reporT*

After a very challenging year in 2010-11, FiftyForward had its most successful fundraising year in history. This was due largely to a significant matching grant extended by one of FiftyForward’s committed donors.

We are investing time, energy and resources to expand our revenue base. Following a social profit model, by which income is generated utilizing our skills and expertise, we are well on our way to becoming more self sustaining.

The charts (right) reflect financial activity for the past fiscal year - July 1, 2011 - June 30, 2012

*FiftyForward, Senior Center For the Arts, Inc. and J.B. Knowles Trust Consolidated Financial Statements- Audited June 30, 2012.

RevenuesCenters & Programs $1,007,451 22%

Government Grants 836,714 18%

Development 2,170106 47%

United Way 453,835 10%

Other 166,040 4%

Total Revenues $4,634,146 100%

ExpensesPersonnel Costs $2,502,630 52%

Occupancy 650,191 13%

Supplies 331,139 7%

Professional Fees 490,105 10%

Specific Assistance 339,509 7%

Depreciation 299,334 6%

Other 221,615 5%

Total Expenses $4,834,523 100%Excess Revenues (Expenditures) - $200,377Including depreciation

nCenters & Programs ......................22% nGovernment Grants .......................18% nDevelopment ..................................47% nUnited Way ....................................10% nOther ................................................4%

revenues expenses

nPersonnel Costs..............................52% nOccupancy .....................................13%nSupplies ...........................................7% nProfessional Fees ...........................10%nSpecific Assistance ..........................7%n Depreciation ......................................6%nOther ................................................5%

100%



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Ed CarterTreasurer

fifTyforward 2012 Endowment Board of Trustees

Mary Herbert Kelly President

Tony HuffmanSecretary

The FiftyForward Endowment began in 1984 as the Senior Citizens Endowment and has grown principally through bequests. Today, the Board manages close to $4.2 million (as of June 30, 2012) of FiftyForward Endowment Funds. Since its formation, it has been a separately constituted 501(c)3 organization with its own board of directors. Providing for the operating organization’s current needs while growing to protect FiftyForward’s future are key to the Endowment mission. The Endowment Board operates with a written distribution policy designed to responsibly support both goals. The essence of the Endowment is to ensure FiftyForward’s viability to continue a far-reaching, positive impact on the lives of older adults and their families. Enhancing the lives of aging citizens of Davidson and Williamson counties for generations to come is a shared goal of FiftyForward and FiftyForward Endowment. To learn more about the FiftyForward Endowment, please visitwww.fiftyforward.org.

Board Members

R. Bryan Bell Charlie CardwellJoe ChickeyCharles W. Cook Jr.John W. (Wally) Dant IIIEllen DuncanBrenda GilmoreWilliam L. (Bill) HarbisonLillias JohnstonAileen R. KatcherRon SamuelsJoan B. ShayneRobert M. Smith Thor Urness

Honorary Members

Seawell Brandau Scott McKeanJana Lisle Parham

Board Emeritus

Martin L. Kresge

Aileen Katcher “For more than two decades (starting long before I was eligible for its services), FiftyForward has enriched my sense of well-being. CEO Janet Jernigan calls me an ‘indentured’ volunteer because of my lengthy involvement. But the truth is, seeing the impact the programs and services of FiftyForward make on the lives of the people it serves is inspirational and life changing. “In fact, they are stuck with me for at least another twenty years.”

[Aileen’s involvement for the past 23 years has included membership on the board of directors and on the FiftyForward Endowment board. She played a major role in our capital campaign for 2000-02, as her public relations firm, Katcher, Vaughn and Bailey, developed our campaign materials. Morever, Aileen has provided pro bono work and is “on call” for consultation. She and her family often deliver Christmas Day meals for our Meals on Wheels program.]

Joe ChickeyPresident-Elect

Ed CarterTreasurerEd CarterTreasurer

fifTyforward DirectoryGeneral Information and FiftyForward Administration: 743-3400

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FiftyForward CentersBordeaux ..............................................................248-2272College Grove.......................................................368-7278Donelson Station ..................................................883-8375Knowles, Nashville ...............................................743-3400Madison Station ....................................................860-7180Martin Center, Brentwood ..........................................376-0102J. L. Turner Center/BellevueFamily YMCA ...........646-9622(a partnership between the YMCA of Middle Tennessee and FiftyForward)

Living at Home ServicesAdult Day Services ...............................................463-2266Davidson County Care Management ...................743-3421 or 743-3418Williamson County Care Management .................376-0102Conservatorship ...................................................743-3414Care Team ............................................................743-3436Victory over Crime ................................................743-3417Meals on Wheels ..................................................463-2264

Community Volunteer OpportunitiesFoster Grandparents ............................................743-3420RSVP/FLIP ...........................................................743-3424In addition to community service through RSVP, FiftyForward programs welcoming volunteers include Adult Day Services, Meals on Wheels, Victory over Crime, Larry Keeton Theatre and FiftyForward centers.

Additional ProgramsFiftyForward Travel ..............................................231-1235Forward Focus newspaper ...................................743-3430Larry Keeton Theatre ............................................883-8375Music for Seniors ..................................................330-1937Arts Across FiftyForward ......................................743-3403

AdministrationExecutive Director ................................................743-3404Associate Executive Director, and Director of Living at Home Services .....................743-3419Finance and Operations Director..........................743-3406Development Director ...........................................743-3434Active Aging Centers and Programs Director .......743-3403Communications Director ..................................... 743-3411

Websiteswww.fiftyforward.orgwww.facebook.com/fiftyforwardwww.givingmatters.comTo ask a question, contact us at [email protected] message will be forwarded to the appropriate staff person for response.


V O L U N T E E R S are vital to our success. We are always looking for caring individuals to assist in our programs and centers. Examples of volunteer opportunities include delivering meals on wheels, teaching classes, and serving on board committees or center or program advisory groups. The FiftyForward RSVP program also offers community volunteer opportunities, such as tutoring students in grades K-4 (Friends Learning in Pairs) and welcoming travelers at the airport (the Flying Aces). In all cases, FiftyForward offers training, resources and appreciation.

F I N A N C I A L S U P P O R T of our programs and services includes grants from the United Way of Metropolitan Nashville, the United Way of Williamson County, Metro Nashville government, Williamson County government, the City of Brentwood, Metro Arts Commission, Tennessee Arts Commission, Victims of Crimes Act, DHS, TDMHDD, GNRCAAA, Corporation for National and Community Service, private foundations, individuals, organizations/corporations, and FiftyForward special events and campaigns.

Contributions may be by cash/check, transfers of stock or real estate, donation of needed inkind products and services, bequests and other planned giving options such as trusts and life insurance policies. We welcome gifts for our overall operations, or they may be designated for a specific center or program – as well as for the endowments of FiftyForward, our centers and programs/services.

Those who prefer to make donations online may do so conveniently at www.fiftyforward.org. For more information, please contact our development director, Pam Brown, 743-3434.

General Information, FiftyForward Administration 743-3400

Ways to Support Us

174 Rains AvenueNashville, TN 37203(615) 743-3400www.fiftyforward.org

FiftyForward is committed to fair and equitable treatment of all employees, volunteers and beneficiaries of our services.

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pathways annual report fy2011-2012

Documents

fiftyforward centers

n college groves

forward focus newspaper

yearforward focus partnership

year1a n n u

mature lifestyles magazine

current job market

special place