A Year of
TRANSITION
2023
ANNUAL
REPORT
“If you must be heard, let it be like a babbling
brook, laughing over the rocks.
If you must be seen, let it be like sunlight,
giving warmth and comfort to all.
If you must be acknowledged, let it be as the
eyes behold the skies in all their glory.
If you must lead, let it be like the wind and
all its unshackled direction…
And above all, if you must: shine!”
– Kerry Hilcoat, in Celtic Daily Prayer
2 | 2023 Annual Report
A Year of Transition
Annual Report 2023
LETTERS FROM NONA, ED, & MARK . . . . . . . . . . . . 4
A YEAR IN TRANSITION . . . . . . . . . . . . . . . . . . . . . . 7
COMMUNITY BENEFIT . . . . . . . . . . . . . . . . . . . . . . . 16
FINANCIALS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
FOUNDATION FINANCIALS . . . . . . . . . . . . . . . . . . 18
MISSION, VISION, & VALUES . . . . . . . . . . . . . . . . . 20
UMC LEADERSHIP . . . . . . . . . . . . . . . . . . . . . . . . . . 21
COMMUNITIES & HOMEWORKS . . . . . . . . Back Cover
Acknowledgments
DESIGN EDITOR WRITERS
Merz Branding Rebecca Roe Cindy Jacques, Rebecca Roe, Asia Saxton, Robbie Voloshin
A Time of Growth and Change:
A Letter from Chair of the UMC Board of Directors,
Nona Ostrove, Esq.
This year’s annual report theme prompts me to reflect on United
Methodist Communities’ challenges and accomplishments of the
past fiscal year, as well as the many transitions our ministry has
undergone during my fifteen years as a board member .
I’ve always been drawn Another point of pride this year was the Board’s
to serving those who willingness to prioritize and tackle discussions of
are among the most diversity, equity, and inclusion . The Courageous
vulnerable – our senior Conversations program we initiated at the Board
citizens . All of us may Retreat in February was inspired by initiatives in
need that care someday, my own church, spearheaded by Betty Brown
and that’s why I hold Joynes, in response to Bishop Schol’s question
this ministry in such high regarding what our churches are doing to end the
regard . My service with sin of racism . Our initial session received a positive
UMC began in 2008, when I joined the Foundation response, and I look forward to continuing the
Board of Trustees . Two years later, I was invited to conversation and continuing to engage with board
be on the Board of Directors, and shortly after that members and teammates on topics like implicit
I was asked to serve on the executive committee, bias and inclusivity .
culminating in my election as Chair of the Board
of Directors in September of 2018 . Our new fiscal I have also experienced a significant transition
year marks the final year of my terms as Chair . in my personal life — after 42 years, I have
retired from my law practice . It’s a tremendous
Throughout my board tenure, UMC has undergone adjustment but, again, with change comes
significant changes and transitions . Whether it opportunity! Retirement allows me to embrace
was the sale of a property, the renovation of a hobbies and volunteerism, including participating
community, the creation of a new program, a in UMC initiatives and attending events I was
transition from one CEO to another, or a shift in unable to while working full time .
leadership at the board level, I’ve always seen
these changes as opportunities for growth To me, abundant life means a fulfilling life, filled
and progress . UMC has been fortunate to have with joy and the opportunity to give to others .
I find that some of our best moments come from
great leaders, and inviting fresh vision and new
that act of giving to and serving others.
perspectives into our organization has been
essential in improving our programs and building With gratitude,
on our momentum . The hiring of a CEO is such a
crucial job for any board, and one of the things
I am most proud of is the decision to bring Mark
Lenhard on as President & CEO . Nona Ostrove
Chair, UMC Board of Directors
4 | 2023 Annual Report
Writing the Next Chapter of Our
Life, Together at United Methodist
Communities: A Message from Chair of the
UMC Foundation Board of Trustees, Rev. Ed Carll
When I reflect on some of the major transitions in my own life, I can
get pretty excited and inspired to continue looking for new things I
haven't noticed before; during other transitions, I have felt completely
immobilized to the point of doing very little, shutting down toward
the very same possibilities and people which might otherwise have
energized me . I much prefer looking toward being inspired, don't you?
I have decided to reach Our Foundation is already responding to
down inside and be as this new calling by moving in new directions:
intentional as possible in pursuing "transformational opportunities" to
getting up and moving enhance our mission and build our financial
forward! It has been stability, looking in new places for donors, and
the best way to seek cultivating philanthropic opportunities with Mark's
inspiration in writing endorsement and one-to-one engagement with
a new chapter in my potential donors!
life, creating different
outcomes than I would otherwise come up with on It's a great time to pick up pen and paper, or
my own and, at my best, walking toward the light laptop or tablet, and write the next chapter of our
of the Spirit which stirs up inside me! life together… It's time to keep moving forward,
inspired and excited, to create different outcomes
I sense that United Methodist Communities has for the sake of the Spirit at work among us!
been experiencing many of these same feelings
these past months, as Mark Lenhard has begun to I challenge you all to begin writing your own new
live out his leadership and discipleship among us chapter . Draft it and begin passing it around to
as President and CEO . We are thinking differently members of the Board and team for proofreading
about our mission and reorganizing our financial and editing, and then let's start sharing our first
position, like so many organizations profoundly chapters out loud with one another . Let's enrich
affected by COVID-19 . We are responding to the unique and transformative ministries God has
Marks's call to look at our mission differently, to placed before us, stirring up each other to good
work together differently, to collaborate creatively works and a richer, more productive mission for
between our different departments, and move and with our residents .
into new working relationships with others, Are you with me?
enriching our Esprit de Corps…feelings of pride,
loyalty, and belonging as we share a common goal
or purpose .
Rev. Edward Holmes Carll, Th.M.
Chair, UMC Foundation Board of Trustees
2023 Annual Report | 5
Observations on Discovery, Growth,
& Learning: A Note from Mark Lenhard,
President & CEO
As I reflect on my first year as President & CEO of United Methodist
Communities, I can't help but feel a deep sense of gratitude for the
journey we've embarked upon together . It's been a year of discovery,
growth, and learning, and I wanted to take a moment to share some
of my thoughts and observations with our wider UMC Family .
From the programs we Looking ahead, we have tremendous
offer to the people we opportunities for growth and further innovation .
serve, from our partners Our residents and their families are a source
to our donors, it's of inspiration. They face significant changes
been incredible to dig in their lives, and we can learn a lot from their
into the diversity and resilience . We must make our services and
expansiveness of our ministry accessible to a broader audience while
ministry . What's even embracing both our heritage and the future . I am
more beautiful is that within this uniformity and grateful for our Board of Directors and Board of
connectedness, I’ve come to understand the inherent Trustees thoughtful introspection, and for Nona
individuality in each of our programs and sites . and Ed’s leadership during this time of change
and exploration .
Building a strong team has been at the forefront of
our efforts . I'm thrilled that our team members are In closing, I want to express my heartfelt thanks to
asking questions about our vision and path forward, all of you for your steadfast commitment during
and I love when residents and teammates pull difficult times . Our residents, families, donors,
me aside to share an idea or show me something volunteers, teammates, and partners have been
they’re working on . It not only shows their interest, the pillars of our growth, and I hope you'll all join
it underscores that communication isn’t merely a us as we carry our mission forward, shaping a
download of information — it’s an exchange . future that honors our past while embracing the
possibilities of tomorrow . Let's stay focused on
Disagreement is welcome, but it should come three key things: who we are, strengthening
with alternative ideas . I've learned that sometimes, our financial foundation, and the future of our
being proven wrong by someone with a great idea programs and services.
is the best outcome . Change is not about forcing
it upon people; it's about timing, resources, and Thank you for an incredible first year, and I look
effective communication. We must find a way forward to the journey ahead .
to say yes, even when it challenges the existing Grace and Peace,
norms . We need to evaluate ideas, identify
low-hanging fruit, and ingrain new behaviors
into our culture . We need to be both a heritage
organization and innovative simultaneously, Mark Lenhard
which is undoubtedly challenging but necessary . President & CEO
6 | 2023 Annual Report
Respite Stays: An Introduction to the
Next Chapter
Peg Kendrick was born in Philadelphia and grew up in the East Falls
neighborhood, where everyone knew their neighbors . After she
married, she and her husband decided to live in the Philadelphia area
and rent seasonally in Ocean City, which she loved . In Peg's words,
"Ocean City has always been my other home," so when she retired,
she and her husband made it their permanent home .
Back in 2014, Peg
visited some friends
in The Shores short-
term rehabilitation
neighborhood and
toured the community .
It prompted her to
think of her future, and
she decided that she
didn't want to live with her children or have them
care for her . She wasn't ready for a senior living
community at the time, but she was planning and In August of 2023, Peg made The Shores her full-
knew she loved The Shores . time home . She knew it was time to move because
she had given up driving and was becoming
In 2018, Teresa Fassel, a teammate at The Shores, increasingly dependent on her daughter Alex,
told Peg’s daughter Vicky about UMC’s respite who is a busy teacher in PA . Alex confided that
program and independent lifestyle . Teresa she was delighted that mom made the decision
believed Peg would flourish there, while also herself and knows her mom is in a safe place . Peg,
keeping her social life with her friends outside having been a nurse, knows that she will have
of The Shores . When Teresa asked another needs in the future and is confident in The Shores’
resident, Peg Heller, if she would show her respite ability to meet those needs .
apartment, she found out Peg Heller and Peg
Kendrick were good friends! Peg is looking forward to diving into year-round
community life, especially the group exercise
In January 2019, Peg Kendrick moved into the opportunities . She is very social and loves to go to
respite apartment in which her friend Peg Heller the beach and hang out with friends . Her advice
had stayed . She loved the apartment and the to those considering a senior living community
location! When her respite stay ended, Peg told
Teresa that The Shores "is the right place" when is to make the decision for their future while it’s
still theirs to make . "I know what I am doing, and
she's ready . In June 2019, Peg returned for another it is what I want to do," she said . “I have a positive
respite stay and decided than an annual winter feeling that the next chapter of my life will be as
respite was exactly what she needed . “Peg was rich as the previous one, and I will be taken care of
future planning,” Teresa explained .
at The Shores .”
2023 Annual Report | 7
Transitioning to Senior Housing,
Transforming Quality of Life:
A Resident Spotlight by Asia Saxton, Social Services
Coordinator UMC at Bishop Taylor
A new tenant named Richard Freeman recently moved to UMC at
Bishop Taylor . Before he moved in, he lived on William Street in East
Orange . His former landlord, Ms . Whiting, bought the house he lived
in 3 years ago and, over time, noticed that Mr . Freeman had a hard
time going up and down the stairs to his third-floor apartment . She
would bring him food to avoid any chance of him falling down the
stairs because he had difficulty walking .
Ms . Whiting knew it HomeWorks checked his blood pressure and
was unsafe for Mr . vitals, and the Social Service Coordinator set up
Freeman to be on an at-home visit by a licensed Advanced Practice
the third floor alone Nurse to come and assess Mr . Freeman . Because
and decided that he his balance is unsteady, Bishop Taylor gave him a
needed to be in the walker until he could get a new one of his own .
environment a senior
living residence could The building security and residents make Mr .
provide . She took Freeman coffee every morning, and the Social
Mr . Freeman around Service Coordinator heats him up a breakfast
to fill out several and lunch meal . He sits in the community room,
applications for watches TV, and converses with the other
senior housing . When residents . Many of the residents have come to
Richard Freeman she came to get an the aid of Mr . Freeman by preparing meals for
application for Bishop Taylor, our team advised his dinner or going out to the store for him . One
her that there was a short waiting list for studio resident, Ms . Kathleen Dallas, made him home-
apartments . Fortunately, not long after filling cooked beef stew, which he enjoyed very much .
out the application, Mr . Freeman came up on the Mr . Freeman's former landlord came by to visit
waiting list, and there was an available apartment him and was so pleased to see how everyone
for him . at Bishop Taylor banded together to help Mr .
Freeman improve his quality of life . She gave
Mr . Freeman only had a few belongings to bring
when he moved into the apartment . He had no the whole team a big hug and thanked everyone
food or appliances, so one of his fellow residents again for how the Bishop Taylor teammates and
donated a microwave, and the Social Service residents have formed a support system for her
former tenant . As for Mr . Freeman, he says every
Coordinator gave him "Moms Meals," which the
day that he is so thankful to be living at UMC at
Bishop Taylor team keeps in the refrigerator for
Bishop Taylor .
those needing a meal . The Wellness Nurse from
8 | 2023 Annual Report
What’s in a Name? UMC’s Transition
from Human Resources to People
and Culture
This past summer, the senior leadership of United Methodist
Communities made the decision to rename its human resources (HR)
function’ People and Culture .’ It’s really more than a name change…
it’s a focus on the impact of the teammate experience .
While HR has always town hall meetings to stay attuned and relevant
been a necessary part to cultivate a strong, connected workforce .
of UMC’s history, it has Clearly, one of our greatest needs is improving
not been widely viewed communication throughout our organization and
as a deeply integrated efforts are already underway to achieve this .
strategic function
of our operations .
A transactional,
disconnected HR
department risks
Dave Glenn
being out of touch .
Conversely, focusing on people and culture leads
to understanding the work and expectations that
shape our teammate culture . Providing strategic
and consultive guidance to leadership and engaging
our teams to positively impact our organization is
essential for us to achieve future success .
This shift in thinking is to gain insight and build
partnerships and bridges throughout UMC to
support team members and leaders; proactively From left to right: Dave Glenn, Bob Peterson, Dave Rayha
looking for opportunities to make an impact
rather than just reacting to requests . Having a culture that engages, supports, and
values teammates is essential in today’s workforce
This involves welcoming and gathering input, environment . As we look to recruit new team
building an employee value proposition that members, many will choose one opportunity over
attracts and retains talent, reinforcing our cultural another based solely on workplace culture . UMC’s
values from when people are onboarded, and strategy intends to elevate our culture, invest in
showing they are valued throughout their careers our people, and create a working environment
at UMC . We will fine-tune the successful tools we so good that our team will not only thrive in their
already have in place, introduce new programs, work life, but love and value their jobs for reasons
and use the data we collect from surveys and
far beyond their paychecks .
2023 Annual Report | 9
Navigating Transitions and
Achieving Personal Growth
Anita Horn's journey with United Methodist Communities began in
June 2017, but her connection with UMC at Bristol Glen, our CCRC in
Sussex County, goes back even further .
In less than a year, Anita's skills and dedication
helped her advance to the role of homecare
coordinator . From March of 2018 through the
COVID-19 pandemic, she embraced her new
responsibilities with unwavering flexibility and
Anita's interest in caregiving stemmed from a determination, ensuring that critical homecare
profound experience when her late husband was services continued for those in need . But Anita
diagnosed with cancer . Recalling those difficult didn't stop there – she also pursued additional
days, she said, "It was just overwhelming, the education during those years, taking classes
amount of support I had from the aides and the to become an EMT, a 911 dispatcher, and earning
nurses . After his passing, I knew that once I got a Bachelor's Degree in Social Science from
in a better place, I needed to do something to Ramapo College .
give back ." Inspired by the compassionate care At the start of 2022, Anita embarked on another
her husband received from his hospice team in transition within UMC, returning to HomeWorks
his final days, Anita wanted to provide the same as the Northern Administrator . "There's more
level of support and comfort to others in their responsibility, for sure, to monitor all the staff and
moments of need .
ensure everything is running as smoothly as it
For over ten years, Anita served as a hospice aide can," Anita shared .
through Karen Ann Quinlan Hospice, often caring
for residents at UMC at Bristol Glen . Her intimate
knowledge of the people and the building served “I want to make sure
her well when a friend notified her of a job everyone — clients and
opportunity with HomeWorks, UMC's homecare
division . caregivers — are in a good
place at the end of the day.”
Intrigued by the opportunity to officially combine
her hospice work with the community she had
come to love, Anita joined the HomeWorks team HomeWorks provides care and companionship
as a home health aide, marking her first transition for seniors in the comfort of their own homes.
within the UMC family . "My parents, especially my Perhaps less known is how HomeWorks
mom, raised me to always help seniors," Anita teammates also help older adults become
reflected . "She took me along grocery shopping more comfortable with accepting professional
for older people, cleaning their homes, whatever assistance, transitioning from home to a senior
they needed help with . Joining the HomeWorks living community, or easing the adjustment as
team was a combination of what my mom residents move to higher levels of care.
instilled in me and my need to give back from my
husband's passing ."
10 | 2023 Annual Report
"Think about it," Anita explained .
"Your son or daughter invites
a stranger into your home,
and now this person you
don't know is trying to bathe
you . That's a lot!" Starting
the homecare journey with a
HomeWorks companion feels
less intrusive and breaks the
ice a bit . A companion can
provide socialization, help
clean up around the house,
and make a meal . "They build
a rapport, and the two of you
form a relationship, and then
you start to think, 'I'm okay with
this, I might even look forward
to this visit .' As the client's
needs increase and they do
need assistance with bathing
or dressing, they're far more
Anita’s graduation ceremony was canceled due to COVID-19. She was so touched when
her teammates decorated her office, making sure her achievement was still celebrated! comfortable accepting the help ."
When it comes to serving clients inside Bristol Glen, Anita sees HomeWorks as a resource for both
new and longtime residents . Bristol Glen and HomeWorks have an arrangement where companions are
available to assist residents in their first few weeks at the community as part of the acclimation process .
The companions can help new residents unpack, decorate, run errands, or accompany them around the
building to help them get the lay of the land . "It helps break the ice of moving into a large community
and deal with the anxiety and stress that can arise once the resident's family goes home," Anita said .
Describing how HomeWorks acts as a bridge between styles of living for established residents, Anita
shared, "Some residents come to Bristol Glen anticipating transitioning from Independent to Assisted
Living to Long-Term Care, but appreciate that we can help them safely extend those phases by
incorporating a companion or an aide ." Some residents can even remain in their Independent Living
apartments for the duration of their time at Bristol Glen, opting to receive support from HomeWorks
aides and nurses or a live-in caregiver .
All Bristol Glen residents, regardless of whether they are also HomeWorks clients, can benefit from
Anita's compassion and expertise by attending monthly "mini-discussions" that she hosts in the
community's Town Hall . So far, she has covered topics like senior nutrition, ways to prevent and detect
strokes, and navigating the tiers of homecare . Next on the schedule is a presentation on tips for residents
to protect themselves from fraud and spam calls . Though the discussions are very informal, comprising
a brief presentation and an open Q&A, the consistency allows residents to become familiar with Anita
and HomeWorks . In time, if a situation arises or a resident is interested in receiving extra help, they feel
comfortable approaching Anita and sharing their personal situation .
"Within UMC's mission of providing abundant life for seniors, I see HomeWorks' main goal as keeping
people safe and comfortable in whatever setting they choose ."
2023 Annual Report | 11
UMC University: Investing in the
future – and each other!
In another example of seizing opportunities and creating change, we
launched UMC University — our grass roots model for investing in
and training the next generation of leaders .
The program was born out of UMC’s Retention
and Recruitment Taskforce, which was created to
address staff shortages and develop career paths
for our teammates .
UMC created a curriculum focusing on leadership
skills (communication, diversity, boundaries,
interpersonal relationships, and critical thinking)
and topical training areas (HR, finance, customer
service, life safety, compliance and risk
management, and strategic planning) .
UMC University officially launched in March 2023
and is organized into quarterly, full day in-person
sessions . The University targets middle managers
and frontline supervisors from all locations and
departments, from teammates just starting out to
more seasoned leaders and potential leaders . The
first class will “graduate” in December 2023 .
12 | 2023 Annual Report
2023 Annual Report | 13
EAGLE Accreditation
In the EAGLE Accreditation Commission’s
2023 report, United Methodist Communities
was congratulated for maintaining accreditation
for another year and recognized for our
dedication to our faith-based mission .
The Commissioner noted, “In addition to completing a successful
CEO transition in the past year, United Methodist Communities
is commended for its creative approach to wellness by offering
educational sessions to promote healthy habits for mind and body.
Efforts to relaunch UMC University have been successful.
The curriculum outlines a well-developed, innovative program
that is sure to impact employee engagement and retention.”
The UMC Home Office has a new address!
United Methodist Communities is deeply committed
to being good stewards of the resources afforded
to us help us all carry out our mission . We are
always looking for ways to minimize costs so more
of those resources can be directed to our core
functions . The United Methodist Communities Home
Office building at 3311 State Route 33 in Neptune
was constructed in 1970, and, as an older building,
would continue to require costly upkeep and repairs .
During summer 2023, the UMC
Home Office relocated to the
United Methodists of Greater New
Jersey Conference – Mission & Resource Center in Neptune Township .
Our new address is United Methodist Communities, 205 Jumping Brook Rd, Neptune, NJ 07753 .
All mail for the UMC Home Office and UMC Foundation can be directed to this new mailing address .
14 | 2023 Annual Report
Your Dollars Make a Difference
THE GIFT OF CARE CIRCLE provides support when our residents, through no fault of their own, have
exhausted their financial resources . Through the generosity of family members, teammates, and individual
friends of UMC, along with churches, strategic business partners, and local community groups, UMC’s
most vulnerable residents are able to remain in the communities they call home .
TAPESTRIES MEMORY CARE FUND supports UMC’s specialized programming to enhance quality of
life for residents and clients living with Alzheimer’s disease or other forms of dementia . Tapestries’
philosophy is centered around respecting and embracing the individual’s situation and life experience .
Contributions to the Tapestries Fund aid in providing music, fitness, socialization, and technology
programming to complement residents’ daily routines .
THE SENIOR WELLNESS FUND assists UMC in our quest to give older adults living both inside and
beyond our walls access to expert resources, lifelong learning, socialization, and wellness programs .
Contributions to the Senior Wellness Fund currently support UMC’s Senior Spaces .
All donors now have the option to support two funds that benefit UMC teammates: the UMC FOUNDATION’S
ASSOCIATE COMPASSION FUND and ASSOCIATE ENRICHMENT FUND . The Associate Compassion
Fund funds assist members of the UMC team who are struggling with unforeseen financial emergencies,
while the Associate Enrichment Fund has been launched to provide scholarships, training, and
professional development opportunities .
Donors always have the option to leave their gift “undesignated” or “unrestricted .” This means the funds
will be applied to the current AREA OF GREATEST NEED .
Donations may also be restricted for use at a particular United Methodist Communities location . If
you are interested in restricting your gift in this way, we encourage you to contact a member of the
Foundation team to discuss how your areas of interest can be matched to your UMC community’s
current needs .
Note A roster of the friends, associates, churches, businesses, and
regarding organizations who contributed $250+ over the fiscal year can be
donor lists found at UMCommunities .org/foundation/our-donors .
We are so grateful for your continued support and value your
partnership in creating abundant life for New Jersey’s seniors . If a
story in this publication has inspired you to make a contribution,
you can do so by visiting UMCommunities .org/foundation/donate .
2023 Annual Report | 15
Community Benefit FY23
Compassionately serving in community so that all are free to choose
Abundant Life .
Community Benefit or Social Accountability is a way for non-profit organizations to demonstrate their
commitment to the greater good by providing services, access and benefit to those in their neighboring
communities .
Community benefit and connecting with the local community is accomplished in many ways and on many
fronts across the state . UMC hosts hundreds of interns, offers its campuses to the public, works with
universities and special schools, and expresses appreciation to local agencies, first responders, and more .
CHANGEMAKERS COHESION CONNECTION
SOCIAL FABRIC COLLABORATION
HomeWorks presented a Wellness PineRidge of Montclair and Bishop Taylor
Education event for Veteran’s at Carlton R. presented a 6-week Wellness class,
Rouh Veteran’s Center. ADAPT, for older adults.
Deborah Banta–Wiersman, Recruiter/Marketing Coordinator;
Manuel Nunez, CFO of SpectraCare Foundation; Terra Tilden,
Director, HomeWorks
16 | 2023 Annual Report
Harmony in Motion, uses our campuses Thor Labs finds a spot at Bristol Glen
as practice space. to perform community service.
Liberty Mutual Covenant Place invites Collingswood shows
collaborates with Older Adults to a annual appreciation to
Collingswood to perform walking group. first responders.
community service.
TOTAL Community Benefit Value for 2023:
$11,303,090
UMC’s Gift of Care: $3,132,000
The annual cost to support UMC residents who are unable to continue to pay for their care .
Medicaid Shortfall Support: $7,327,000
The difference between the cost to care for Medicaid residents and the amount provided by Medicaid .
Payments to towns in lieu of taxes: $485,000
Even though UMC is a tax-exempt organization, recognizing the support received by each
municipality, a PILOT amount is paid to offset such costs .
Value of staff time, talent and use of campuses: $359,090
Community benefit activities provided by teammates at UMC campuses .
2023 Annual Report | 17
Financials July 1, 2022 through June 30, 2023
Fiscal Year 2023
REVENUES AND OTHER SUPPORT
HEALTH CARE $29,446,572 36.3%
ASSISTED LIVING $34,220,407 42.2%
MEMORY CARE $10,386,645 12.8%
INDEPENDENT $3,623,017 4.5%
HOME CARE $1,984,729 2.4%
OTHER $1,477,318 1.8%
Total revenue and other support
$81,138,688
Foundation Financials
REALIZED BEQUEST & TRUST INCOME $ 516,200.79
AREA OF GREATEST NEED (UNRESTRICTED) $ 234,307.80
GIFT OF CARE CIRCLE $ 61,329.33
COMMUNITY (& OTHER) RESTRICTIONS $ 49,615.00
ASSOCIATE COMPASSION FUND $ 7,808.55
SENIOR WELLNESS FUND $ 6,516.00
TAPESTRIES MEMORY CARE FUND $ 6,433.12
18 | 2023 Annual Report
OPERATING EXPENSES
DIRECT CARE COSTS $38,896,475 41.7%
DINING SERVICES $10,150,059 10.9%
BUILDING SERVICES $12,383,682 13.3%
ADMINISTRATIVE SERVICES $22,511,846 24.1%
INTEREST EXPENSE $2,370,913 2.5%
DEPRECIATION $7,024,543 7.5%
AND AMORTIZATION
Total operating expenses
$93,337,518
2023 Annual Report | 19
United Methodist Communities
FOLLOWING IN THE FOOTSTEPS OF CHRIST
OUR MISSION
Compassionately serving in community so that all
are free to choose abundant life
OUR VISION
Growing through creativity, innovation and gracious hospitality
OUR VALUES
Compassion
Demonstrating love in our daily interactions
Respect
Seeing and valuing sacred worth
Stewardship
Faithfully managing the resources entrusted to us
Service
Finding joy in caring
20 | 2023 Annual Report
UMC Leadership
UMC LEADERSHIP BOARD OF FOUNDATION
DIRECTORS BOARD OF TRUSTEES
Mark Lenhard
President & CEO Nona Ostrove Rev. Edward Carll
Chair Chair
Robert Peterson
Vice President of Rosa Williams Joseph Zigler
Finance & CFO Vice Chair Vice Chair
Travis Gleinig Joseph Zigler Mark Lenhard
Vice President of Treasurer Secretary/Treasurer
Innovation & CIO
Karen Barch Virginia Tesch
David Glenn Betty Brown Joynes Assistant Secretary
Senior Vice President Karen Barch
for People & Culture Rev. Edward Carll
Tracy Bartlett
Cynthia Jacques Kathy Devine
Senior Vice President Douglas Fullman
for Programs & Services Douglas Fullman
Cora Park
Rev. Jana Purkis-Brash
David Rayha
Vice President of Operations Rev. Brian Roberts
Roberta Voloshin Rodney Ross
Vice President of
Marketing & Communications Bishop John Schol
Gavin Stobie
Marlene Baldinger
Corporate Director of Rev. William Williams, III
Compliance & Risk Management
Julie Ellis
Corporate Controller
Pamela Garofolo
Corporate Director of
Tapestries Initiatives
DaLinda Love
Corporate Director
of Clinical Services
Jacqueline Miller
Corporate Director
of Sales & Marketing
2023 Annual Report | 21
COMMUNITIES
BISHOP TAYLOR
East Orange, NJ | 973-676-9057
UMCommunities .org/BishopTaylor
BRISTOL GLEN 205 Jumping Brook Rd
Newton, NJ | 973-300-5788 Neptune, NJ 07753
BristolGlen .UMCommunities .org
COLLINGSWOOD Telephone: 732-922-9800
Collingswood, NJ | 856-854-4331 Fax: 732-922-9375
Collingswood .UMCommunities .org Toll-Free: 800-352-6521
Website: UMCommunities .org
COVENANT PLACE Email: info@UMCommunities .org
Plainfield, NJ | 908-791-9430
UMCommunities .org/CovenantPlace To make a secure online donation, please
visit UMCommunities .org/foundation/donate
PINERIDGE OF MONTCLAIR
Montclair, NJ | 973-746-0003
UMCommunities .org/PineRidge-of-Montclair
PITMAN
Pitman, NJ | 856-589-7800 CONNECT WITH US
Pitman .UMCommunities .org
THE SHORES
Ocean City, NJ | 609-399-8505
TheShores .UMCommunities .org FACEBOOK PINTEREST INSTAGRAM TWITTER LINKEDIN
WESLEY BY THE BAY
Ocean City, NJ | 609-399-6701 Subscribe to our YouTube Channel at
UMCommunities .org/WesleybytheBay www .youtube .com/UnitedMethodistCommunities
THE WESLEYAN
Red Bank, NJ | 732-936-0760
UMCommunities .org/TheWesleyan
HOMEWORKS
APR 2023-APR 2024
USA
NORTHERN NJ | 856-300-2424
SOUTHERN NJ | 973-940-6300
UMCHomeWorks .org
United Methodist Communities is in relationship
with the Greater New Jersey Conference of
the United Methodist Church.