Top Drawer New Members 2020-2021 - Volume I - Caring Communities
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
Top Drawer
New Members 2020–2021
Volume I
Stronger
Together
caring communities
Top Drawer
Dear Members and Valued Partners,
Caring Communities has seen outstanding growth by partnering
with the nation’s leading not-for-profit senior housing and care
organizations.
We are celebrating an important milestone of our 60th Member as we approach our 20th
anniversary, and we are poised to continue our success by strategically expanding our
footprint to more than 40 states.
It is with great pleasure that I share with you the names and profiles of our newest Members.
From Portland and Seattle to Chicago and D.C., our newest Members span the country,
and, collectively, they have hundreds of years of furthering their missions to care and house
our most beloved fellow Americans—our seniors.
Ashur S. Odishoo While our Members are located in different cities and have their own rich and unique
National Director of Sales & Marketing history, it is their common interest in keeping residents safe that brings them together in the
Caring Communities family. I hope you enjoy learning about these organizations and the
aodishoo@caringcomm.org
outstanding staff that serves their residents.
847-549-8225
Thank you to the entire Caring Communities team, Members and valued partners for their
tireless commitment to the success of the company today and for years to come.
Sincerely yours,
Ashur S. Odishoo
Caring Communities Membership Continues to Grow
In this issue, we are highlighting the following new Members:
● Christian Horizons, St. Louis, MO ● Presbyterian Homes, Skokie, IL
Jake Bell, CEO Todd Swortzel, CEO
● Horizon House, Seattle, WA ● Presbyterian Senior Living, Dillsburg, PA
Mike Ostrem, CEO Jim Bernardo, CEO
● Jewish Senior Life, Oak Park, MI ● Willamette View, Portland, OR
Nancy Heinrich, CEO Craig Van Valkenburg, CEO
● National Lutheran Communities &
Services, Rockville, MD
Larry Bradshaw, CEO
2 caring communities • caringcomm.org
The Benefits of Membership
Annual Member, Board &
Committee Meeting
Caring Communities is the leading provider of general,
professional and excess liability insurance, risk management and
education for not-for-profit, mission-based senior housing and
services providers.
For almost 20 years, Caring Communities Members have been working together to
develop the industry’s most advanced risk management frameworks and systems.
Our Members are the industry’s largest group of thought leaders focused on safety
cultures and risk management innovations to address current and future risks in the care
and housing of seniors.
Caring Communities Members enjoy a host of benefits:
Comprehensive general, professional and excess liability protection
Stable cost versus cyclical and unpredictable commercial liability insurance premiums
A Culture of Safety represented in best-in-class risk management and claims programs
Educational programs to help control and reduce the frequency and severity of claims
Member involvement and collaboration with like-minded organizations nationwide
Ownership interest and sharing in the financial results of the organization
Access to specialized property and automobile insurance programs
Caring Communities’ core product—professional, general and excess liability
insurance—was developed to afford broad coverage for maximum protection from
risks specific to continuing care providers. By being selective and nimble, Caring
Communities provides customized insurance protection to meet emerging risks facing
the senior care industry.
Top Drawer • Vol. 42, 2021 3
Top Drawer
As a Member-owned insurance company, Caring Communities offers financial returns
on our Members’ ability to keep claims low and make investments in safety. As owners,
Members receive cash dividends and own all capital and surplus. Caring Communities
has historically returned 31% of Member premiums—over $100 million—in cash
dividends and equity account allocations.
Leading the industry, Caring Communities’ Continuing Care Risk Management System
provides Member organizations with knowledge and best practices to improve their
National Aging Services Risk risk management programs, and thus help reduce the number of losses, the severity of
Management Conference each loss and the average loss cost.
Throughout the year, Member risk
management professionals participate
in on-site, classroom and web-based
training and events. Our flagship
educational event is the annual National
Aging Services Risk Management
Conference, where more than 200 of the
nation’s top risk professionals gather to
learn, share and be on the cutting edge
of emerging risks in the industry.
Looking to the future, Caring
Communities will continue to identify
new Members in organizations that
provide high quality care and service.
By striving together for ever-increasing
levels of excellence in performance
and value, our Members can look
upon their ongoing partnership with
Caring Communities as an increasingly
rewarding and beneficial experience.
4 caring communities • caringcomm.org
new members
Christian Horizons
Christian Horizons has been proactively “All of us are pleased to welcome
meeting the needs of those requiring Christian Horizons,” says Jim
post-acute care services and senior living Caldwell, CEO. “We are proud to
options since 1965. be associated with the high-quality
leading communities which Christian
Christian Horizons consists of 11 not-
Horizons represents. We are especially
for-profit senior living communities,
grateful to Jake Bell for remembering
hospice care, private duty home care
Caring Communities. Our entire team is
and pharmacy services to nearly 2,000
honored to have the opportunity to serve
residents in Indiana, Illinois, Iowa
Christian Horizons and work with Jake
and Missouri. Their vision is to build
and everyone associated.”
Christian communities that promote
independence, wellness and affordable For more information, visit
living for older adults. They do this by christianhorizonsliving.org.
providing superior care and services,
compassionate spiritual support, vibrant
senior living options in comfortable and
attractive surroundings, a continuum
of care through every stage of life,
and partnerships with their greater
communities.
“We are very excited about
the opportunity to join Caring
Communities,” says Jake Bell, President
and CEO at Christian Horizons. “I
had previously worked at a Caring
Communities Member organization,
and realized very quickly once I came
to Christian Horizons that we would
benefit from the resources that Caring
Communities brings to help reduce our
risk and improve the health and safety
for our residents.”
Top Drawer • Vol. 42, 2021 5
Top Drawer
Horizon House
Horizon House, a vibrant retirement committees steering programming
community located in the heart of for entertainment, in-house safety
downtown Seattle, has been serving considerations, gardening, travel
seniors since 1961. planning, technology/IT support and
more, Horizon House is a community
Horizon House is a diverse and
where older adults truly get to create the
collaborative retirement and assisted
life they want. The over 200-person staff
living community serving older adults in
celebrates resident independence while
Seattle, Washington.
recognizing the individual needs of the
The Horizon House community residents.
encourages creativity and individuality
“We welcome Horizon House CEO Mike
and promotes an active and engaged
Ostrem, COO Lauri Warfield-Larson,
culture. Most of all,
CFO Christine Seymour, and everyone
they believe each
associated with the organization,” says
day should be filled
Jim Caldwell, CEO. “We are very proud
with inspiration
to expand our membership in the Great
and purpose, and
Northwest by Horizon House joining
that senior living
the Caring Communities family, and are
should be focused
grateful and excited by the opportunity
on living. That’s
to serve and be a part of furthering their
why people with
mission of passion for changing lives.”
a true zest for life
choose to call this “Horizon House is pleased to be joining
extraordinarily Caring Communities,” says Ostream.
warm and “We are excited to have access to their
welcoming risk management expertise and training
retirement opportunities. We look forward to seeing
community their the positive impact this relationship will
home. have on both our residents and staff.”
With more than For more information, visit
70 resident-led horizonhouse.org.
6 caring communities • caringcomm.org
new members
Jewish Senior Life
Jewish Senior Life offers independent all associated with Jewish Senior Life.
living, assisted living, memory care and We look forward to beginning our new
associated aging services and programs relationship and serving their beautiful
at two campuses in the Detroit, communities and devoted mission of
Michigan, area. delivering quality care and service for R e s ide nc e s • Progra m s • S e r vi ces
their residents.”
For over 110 years, Jewish Senior Life
of Metropolitan Detroit, a constituent “After years in the general insurance
agency of the Jewish Federation market where we received very little risk
of Metropolitan Detroit, has been management support specific to our
dedicated to nurturing a sense of senior housing and care concerns, we
community and enriching the lives of turned to Caring Communities,” says
older adults, while embracing Jewish Heinrich.
values and celebrating life.
“We welcome
Jewish Senior Life communities the opportunity
support aging with dignity and to work in
choice, maximizing independence and partnership
delivering the highest level of care and with the experts
respect. at Caring
Communities to
“We made the connection with
improve our risk
Jewish Senior Life based on their
profile and, most
leadership recognizing the value our
importantly, to
risk management resources will bring
improve health
to their mission,” says Jim Caldwell,
and safety
CEO. “Proactive aging services risk
outcomes for our
management is a principle that we
residents.”
share with all of our Members, and
we are honored that Jewish Senior For more
Life has chosen to partner with us. We information, visit
welcome CEO Nancy Heinrich, Chief jslmi.org.
Financial Officer Jennie Klepinger, and
Top Drawer • Vol. 42, 2021 7
Top Drawer
National Lutheran Communities & Services
National Lutheran Communities & services to older adults aging with choice
Services is a senior housing, care and in their homes.
aging services organization based in
“As an organization, National Lutheran
Rockville, Maryland.
Communities & Services prioritizes
With over 130 years of experience, the health and safety of our residents
National Lutheran Communities & and clients, and Caring Communities’
Services offers a selection of retirement mission directly aligns with that,” says
communities and support services for older Lawrence R. Bradshaw, President and
adults throughout Maryland and Virginia. CEO of National Lutheran Communities &
Services. “It made sense for us to join an
Communities sponsored
organization whose practices support the
by National Lutheran
same risk management and educational
Communities & Services
principles we do.”
include The Village at
Rockville in Rockville, “On behalf of all of us at Caring
Maryland; The Village at Communities, we are thrilled by
Augsburg in Baltimore, National Lutheran Communities &
Maryland; The Village Services joining Caring Communities,”
at Orchard Ridge in says Jim Caldwell, CEO. “We are
Winchester, Virginia; The honored to have the opportunity to
Legacy at North Augusta in serve NLCS and are impressed by its
Staunton, Virginia; and The long tradition of serving seniors and
Village at Providence Point, providing fulfilling community living
coming soon to Annapolis, in their beautiful settings in Maryland
Maryland. and Virginia. We welcome Lawrence
Bradshaw and everyone with NLCS,
NLCS offers in-home
and look forward to beginning a lasting
health services through
relationship benefiting the NLCS
myPotential at Home. NLCS’
organization and its mission.”
grant-making program,
Impact1890, supports other For more information, visit
organizations providing nationallutheran.org.
8 caring communities • caringcomm.org
new members
Presbyterian Homes
Presbyterian Homes creates vibrant and implementing many of the best
communities for older adults that practices for which Caring Communities
inspire wellness, independence, joy and is known. The time and investment made
security—enriching the lives of residents in improving both our risk and safety
and their families. programs will allow Presbyterian Homes
to fulfill our mission objectives and help
Presbyterian Homes was founded in 1904
us achieve our vision for the organization.
and is an independent not-for-profit Life
We look forward to the opportunities to
Plan community provider located in the
collaborate with staff and other members
north and northwest suburbs of Chicago.
of Caring Communities.”
Their four communities offer residents
For more information, visit
access to a full continuum of care and an
presbyterianhomes.org.
extensive service offering. Presbyterian
Homes has earned credit ratings of A- from
both FITCH and Standard & Poor’s and is
CARF accredited throughout the system.
“It is a special pleasure to welcome
Presbyterian Homes, headquartered in
Skokie, Illinois, to Caring Communities—
especially since their communities are so
near to our Libertyville office,” says Jim
Caldwell, CEO. “They have a beautiful
collection of communities, including Lake
Forest Place, which is very familiar to me.
We have known Todd Swortzel, CEO,
over the years and are very grateful for
the opportunity to welcome him and all
associated with Presbyterian Homes.”
“Presbyterian Homes is excited to partner
with Caring Communities,” says Swortzel.
“We look forward to both learning
Top Drawer • Vol. 42, 2021 9
Top Drawer
Presbyterian Senior Living
Presbyterian Senior Living is a Headquartered in Dillsburg,
Pennsylvania-based multisite senior Pennsylvania, Presbyterian Senior Living
living organization providing retirement and its affiliates provide comprehensive
and senior care services for more than services and accommodations to more
90 years. than 6,000 seniors in 30 locations across
the mid-Atlantic region of Pennsylvania,
Presbyterian Senior Living is a not-for-
Maryland, Ohio and Delaware.
profit organization, fulfilling its charitable
purpose and mission by providing high- “We are very excited to welcome
quality retirement choices, healthcare Presbyterian Senior Living to Caring
services and affordable residential living Communities,” says Jim Caldwell, CEO.
options for people 55 and older. “We have admired their organization
and leadership in the industry for many
years. Jim Bernardo, CEO, is a friend
to many of our Members and we look
forward to personally welcoming him
and to the opportunity to work together
with many more associated with
Presbyterian Senior Living.”
“Presbyterian Senior Living decided to
become a member of Caring Communities
for both financial and strategic reasons,”
says Bernardo. “Not only do we
stabilize our insurance costs, but Caring
Communities is an investment in the future
of our organization. The risk management
and best practice benefits we will receive
should ultimately assist in improving the
quality of living for the persons we serve.”
For more information, visit
presbyterianseniorliving.org.
10 caring communities • caringcomm.orgnew members
Willamette View
Willamette View is a not-for-profit “For 65 years Willamette View has
continuing care retirement community been one of Oregon’s premiere life plan
offering independent living, assisted communities with brand recognition
living, residential care, memory care, for wellness, innovation, purposeful
skilled nursing and in-home care individuals and resident/employee
services. connection,” says Van Valkenburg.
“Caring Communities typifies these
Willamette View is located on a bluff
same attributes which lead us to wanting
overlooking the lush and scenic
to be part of an affinity organization
Willamette River, just minutes south of
of like-minded leaders. We look
Portland, Oregon, in a 27-acre park-like
forward to working with many amazing
setting. As the first life plan community
organizations of common interests and
in the Portland metro area, Willamette
to contributing to the success of Caring
View has a long and innovative history of
Communities.” For more information,
setting the standard in Northwest senior
visit willametteview.org.
living. They are an independent, not-for-
profit organization with a solid financial
foundation and a 65-year track record as
a resident-driven community.
“We are thrilled to welcome Willamette
View to Caring Communities,” says Jim
Caldwell, CEO. “We are excited by the
opportunity to serve their community, and
look forward to working with everyone
associated with Willamette View. We
especially appreciate Brian Thompson,
CFO, for taking the time to visit with
us during our Members Meetings,
and Craig Van Valkenburg, CEO, and
Susan Di Piazza, Executive Assistant, for
spending their time with us.”
Top Drawer • Vol. 42, 2021 11Top Drawer
Members of Caring Communities
Caring Communities Members, operating over 400 communities from Hawaii to New England,
represent 25% of the annual LeadingAge Ziegler 200 list of the nation’s largest non-for-profit
senior living systems and single-site operators. By joining Caring Communities, Members
receive more than insurance coverage and risk management—they gain valuable affiliations
with these aging services industry leaders and peers at the senior management level.
We are proud to have these fine organizations in the Caring Communities family.
Frederick, MD Phoenix, AZ Colorado Springs, CO Indianapolis, IN
Ashland, OH Chapel Hill, NC St. Louis, MO Englewood, CO
Chicago, IL Urbana, IL Walnut Creek, CA Concord, MA
12 caring communities • caringcomm.orgmembers
Bloomfield, CT Alameda, CA Redmond, WA Monrovia, CA
Cincinnati, OH Lakeland, FL Boulder, CO Schaumburg, IL
Glendale, CA Annapolis, MD Glendale, AZ La Verne, CA
We ask. We listen. We serve. R e s id e nc e s • P r o g r a m s • S e r v i c e s
Seattle, WA Pleasanton, CA Kalispell, MT Oak Park, MI
Lee’s Summit, MO Honolulu, HI Burr Ridge, IL Green Valley, AZ
SM
Hudson, OH Loveland, OH Des Moines, IA Arlington Heights, IL
mapleknoll
COMMUNITIES
St. Louis, MO Cincinnati, OH Evanston, IL Dunedin, FL
Top Drawer • Vol. 42, 2021 13Top Drawer
Celebration. Innovation. Hope.
Tupelo, MS Tulsa, OK Rockville, MD Madison, WI
Lebanon, OH Medford, OR Lancaster, PA Columbia, SC
Skokie, IL Dillsburg, PA Southfield, MI Tinley Park, IL
Long Beach, CA Exeter, NH Spokane, WA San Francisco, CA
Birmingham, AL Portland, OR New York, NY Newton, NC
Neptune, NJ Chelsea, MI McLean, VA Gladwyne, PA
Flint, MI Orlando, FL Portland, OR
14 caring communities • caringcomm.orgofficers & directors
Officers & Directors
OFFICERS
Pam Claassen, Chair Lisa Hardy, Secretary
Executive Consultant President & CEO
HumanGood | Pleasanton, CA Emerald Communities | Redmond, WA
William DeYoung, Vice Chair Kevin McLeod, Treasurer
Chief Operating Officer President & CEO
Providence Life Services | Tinley Park, IL Carolina Meadows | Chapel Hill, NC
DIRECTORS
Jesse Jantzen Steven Rinkle
President & CEO General Counsel
LifeSpace Communities | West Des Moines, IA Pacific Retirement Services | Medford, OR
Michelle Just Lee Syria
President & CEO President & CEO
Beatitudes Campus | Phoenix, AZ United Church Homes & Services
Newton, NC
John Kotovsky
Chief Mission Officer Jeremy Vickers
Lutheran Senior Services | St. Louis, MO CEO, Medford Leas
Peace Church Representative
Laura Lamb
Medford, NJ
President & CEO
Episcopal Retirement Services Justine Vogel
Cincinnati, OH President & CEO
RiverWoods | Exeter, NH
Mary Leary
CEO Jill Wilson
Mather | Evanston, IL President & CEO
Otterbein SeniorLife | Lebanon, OH
Doug Leidig
President & CEO
Asbury Communities | Frederick, MD
Top Drawer • Vol. 42, 2021 15caring communities
1850 West Winchester Road, Suite 109
Libertyville, IL 60048
800.510.8225
caringcomm.org
Membership with Caring Communities represents a strategic opportunity in
contrast to an annual insurance buying decision. Members are the owners and
policyholders of the company that provides their professional, general and
excess liability insurance protection. Members invest in and own their risks
exclusively with other Senior Housing Community Care and Service Providers,
all known to one another. They have common interests, commitments and
incentives, and thereby are directly rewarded by sharing the profits of the
company, based on performance, the greater share to the best performers.
Members work together in providing the safest environments and practices
for their residents, people under their care and their employees.
To learn more about Membership in Caring Communities, please contact
our sales team at sales@caringcomm.org or 800.510.8225.
2021 EVENTS
Caring Communities Annual Member, Board & Committee Meeting
March 24–26, 2021; Virtual
Spring Education: “Risk Management by Design”
April 28–29, 2021; Virtual
Employee Liability (EPLI) Webinar: “Diversity and Recognizing Implicit Bias”
June 15, 2021; 1:00–2:00 EST
Caring Communities September Member, Board & Committee Meeting
September 22–24, 2021 (tentative); Location TBD
National Aging Services Risk Management Conference (NASRM)
October 6–8, 2021; Chicago, IL (dates and location tentative)You can also read
