2016 ANNUAL REPORT
Foundation Trustees acknowledge the donors who provided more than $11 million for hospital programs and care initiatives during the life of Community Medical Center Foundation. They vote to retain the assets and nonprofit status of the Foundation, now renamed as Foundation for Community Health with a new, broader mission of providing philanthropic support for the advancement of healthy lives in western Montana.
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icher legacies and new partnerships with our donors, volunteers and greater community defined our first full fiscal year as Foundation for Community Health ending June 30, 2016.
2015
2016
2015 Community Medical Center is sold and becomes a for-profit hospital, no longer a direct beneficiary for charitable gifts. Sales assets are held for the establishment of a conversion foundation.
2014
2001 Foundation donors create the Steven Robinson Memorial Endowment and Be Sun Smart initiative to promote awareness and prevention of skin cancer and melanoma.
1988 Community Medical Center Foundation is established as a nonprofit organization to seek donations and engage volunteers in support of medical excellence at Community Medical Center and healthcare education. Operations grow to include CMC Volunteer Services and Gift Shop.
Foundation marks 26 years of providing healthcare scholarships, the 25th anniversary of Safe Kids Missoula Coalition, and 15 years of Be Sun Smart outreach. Grants and giftsin-kind also benefit patient care and comfort initiatives.
Foundation Trustees vote to become the lead agency of Safe Kids Missoula Coalition, a group of safety experts and volunteers dedicated to protecting children from preventable injury.
1990 Foundation establishes a healthcare scholarship program which includes support for high school seniors from Missoula County who are interested in pursuing a career in healthcare.
R.H. “Ty” Robinson, our founding Chairman, celebrated both his 100th birthday and more than 60 years of working to strengthen the health of our community. Long-time relationships with Ann Gavin and Russell, Grace and Danny Brooks revealed a new depth of generosity with gifts from their estates. These rich relationships help to add strength and vitality to our mission, now and well into the future. The same can be said for our initiatives – leading Safe Kids Missoula Coalition and reaching more than 7,000 people throughout the year, expanding the value of our Healthcare Scholarships for high school seniors pursuing health-related college education, educating students about skin cancer prevention through Be Sun Smart, and a Health Grants launch creating new partnerships throughout western Montana. Each relies upon the engagement and support of people beyond our staff and Board of Trustees to make it relevant for advancing healthy lives in western Montana. And relevant they are, for changing lives and behaviors, in encouraging health education and service, and meeting the intent of the donors who support us. Thank you for your engagement and support as part of the new legacy of Foundation for Community Health. We appreciate the strength you have added to the year now behind us, and to our ongoing work. We face exciting challenges and a bright future of service to a greater community, and we look forward to you being a part of it all!
Susan J. Muralt | Board Chair
Dorcie Dvarishkis | Executive Director
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Safe Kids Missoula Coalition Marking 25 Years
Protecting Western Montana Children from Preventable Injury
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onie Hutchison remembers a phone call 25 years ago with friend and colleague, Mary Cheryl, who had read an article about the National Safe Kids Campaign. The article focused on changing a culture around unintentional injury – the leading cause of death for children. The first Safe Kids Coalition in Montana was born shortly thereafter, with the City of Missoula, the Missoula City-County Health Department and Community Medical Center serving as lead agencies ahead of Foundation for Community Health taking the reins in 2014. Lonie served as Coordinator for nearly two decades, remains a Coalition member, and recognizes the diligence of the Foundation in bringing together community advocates, stakeholders and partners around childhood injury prevention.
2016 Safe Kids Highlights: • More than 7,000 children and adults reached with safety education • More than 2,000 hours invested in child safety initiatives • 335 child passenger seats checked for proper installation and use • 176 helmets provided to protect children’s heads • 150 gun locks given to families to store guns securely • More than 70 medication safety educational materials and 29 medication locking devices distributed to children and adults • A beneficiary of the 2015 Community Cup Hockey Benefit, hosted in partnership with Dr. Tim and Tonda Richards, Glacier Ice Rink and Safe Kids Missoula Sports Safety Clinic providers
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www.fchwmt.org/safe-kidsmissoula-coalition
The important thing to remember about preventable injuries is they are preventable. When a child dies or is seriously injured, the lives of families and entire communities are changed forever. With education, awareness and planning, these tragedies can be avoided. Safe Kids Missoula Coalition serves families in western Montana and beyond through community outreach, child passenger seat checks, educational sessions, fundraising, advocacy, and media awareness focused on preventing injury and death to children resulting from motor vehicle crashes, concussions, child gun access, poisoning and similar harms.
Be Sun Smart
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he power of health education was again made clear for Dr. Kristin Anderson, this time during a Be Sun Smart session on melanoma and skin cancer prevention with a group of elementary students. Along with accompanying adults, students repeated what they were learning about Slip! Slop! Slap! and Wrap and the ABCDE’s of melanoma. With awareness of the intensity of exposure to ultra-violet rays when hiking or skiing, and the permanent damaging effects of tanning bed use, these students became Be Sun Smart leaders, strengthening their voices to talk to their families, friends and children they might babysit or mentor.
Be Sun Smart has been core to the Foundation’s work for more than 15 years, since Steven Robinson’s death to melanoma in 2000 at the age of 35. Supporters of this effort take comfort knowing they are investing in a program with a solid foundation, and one that continues to build on multiple levels of prevention.
Changing behavior to save lives and money is what draws Dr. Anderson to this prevention and public health work. Whether teaching, writing articles or having a one-to-one conversation, initiatives like Be Sun Smart offer ways to share her expertise as a family practice physician. Her dreams include expanding Be Sun Smart outreach, programming, and partnerships with organizations serving our community’s most vulnerable, across an even broader economic spectrum.
• Outreach to schools, Special Olympics, and the general public through partnerships with Steven’s mother, Betty Robinson, Dr. Kristin Anderson, the Big Sky High School HOSA Chapter, Safe Kids Missoula Coalition, and Missoula media outlets
2016 Be Sun Smart Highlights: • Supported by the Steven Robinson Memorial Endowment
• More than 1,800 Be Sun Smart education cards distributed
www.fchwmt.org/be-sun-smartskin-cancer-awareness
Lonie dreams of a Safe Kids Missoula with continued leadership from the Foundation, sustained participation of Coalition members, and expanded donor gifts and community partnerships. “Children and families need access to injury prevention education, safety skills training and safety gear such as car seats, bike helmets and smoke alarms, so that no family ever loses a child to preventable injury. Every child deserves to be safe!”
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Healthcare Scholarships
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“I can’t thank you enough for the scholarship. I hope to utilize my
or Dr. Vince and Sue Meng’s family, healthcare and education roots run deep. Sue is a pharmacist at Community Medical Center and Vince located his dental practice on the Community campus in 1985. Not long after the formation of our Foundation for Community Health’s predecessor organization, Community Medical Center Foundation, the Mengs became donors and partners to give back to young students in our community and Sue’s co-workers who desired to advance their career education. What stands out in their 27-year history of Foundation support is their encouragement of future healthcare providers through our Healthcare Scholarship program. Healthcare is a life they, and their three sons have chosen: Graham, now a prosthodontist with Meng Dentistry; Gharett, an emergency medicine resident in Phoenix; and Jace, a student in the Physician’s Assistant program at the University of Washington. All three received a Foundation Healthcare Scholarship as seniors graduating from Sentinel High School. The Mengs have seen how scholarships help defray first-year college costs and defer loans for future studies. The scholarships also encourage students, knowing the Foundation and our donors believe in their future contributions to medicine. This program fulfills a unique niche in western Montana, a special place in the lives of the Mengs, and among all who have experienced its benefits. The Mengs envision a future for the Foundation’s scholarships with larger awards and stronger relationships with recipients potentially outside of Missoula County. With an aging population and demand for quality healthcare on the rise, they see these scholarships helping to meet an important need throughout western Montana, while encouraging students to pursue an everchanging and stimulating career in healthcare.
degree to help people . . . All of this is possible thanks to you so I cannot express how grateful I am.” - Tanner Condit, scholarship honoring Ty Robinson “Centennial Man”
$1,000
2016 Healthcare Scholarship Highlights: • Six premier $2,500 and seven $1,000 scholarships totaling $22,000 were awarded • Students represented six high schools and are attending 12 different colleges and universities across the country • Award ceremony speaker was Dr. Nerissa Koehn, one of the Foundation’s first three scholarship recipients and currently a family practice physician in Missoula and faculty member of the Family Medical Residency of Western Montana • Over 26 years, 590 scholarships have been supported by more than 130 current gift and endowment donors, providing $397,000 in scholarship awards
www.fchwmt.org/scholarships
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2016 Healthcare Scholarship Recipients
Premier $2,500
Ellen Bonner Big Sky High School Mike & Melissa Woods
Jacob Benson Loyola Sacred Heart High School Meng Dentistry and Vince & Sue Meng
Jeremy Heng Hellgate High School Missoula Pediatric Dentistry
Peter Byrne Hellgate High School Patricia & Chuck Douglas Memorial Endowment
Paige Holmes Seeley-Swan High School Larry & Kristin Stayner Family
Tanner Condit Loyola Sacred Heart High School Honoring Ty Robinson “Centennial Man”
Allison Monahan Hellgate High School Missoula Bone & Joint
Quincy Preston Big Sky High School Garrick & Sandra Simmons
Ryan Murphy Loyola Sacred Heart High School Kevin & Margaret Winter Endowment
Mary Anne Reimann-Moody Sentinel High School Dr, John & Nora Evert Endowment
Kennedy Salonen Hellgate High School Rocky Mountain Surgical Solutions and Dr. Tim & Tonda Richards
Marlee Sandry Big Sky High School Dr. Rebecca & Carl Anderson, Dr. Jeff & Diane LaPorte, Muralt Family, and Western Montana Clinic
Abigail Teagle Frenchtown High School Missoula Pediatric Dentistry
Special thanks to all of our generous donors and the 2016 Scholarship Review Panel: Char Gatlin (Chair) · Kym Black Andrew George · Ramona Holt Ron Hooper · Sarj Patel
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R.H. “Ty” Robinson
Gratitude
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Legacy Club
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e celebrate the following donors who supported the mission of Foundation for Community Health with their gifts received July 1, 2015 through June 30, 2016:
INDIVIDUALS Anonymous Dr. Rebecca & Carl Anderson Logan Bennett Dennis & Debra Bezdicek Carol Biddlecome John & Sue Bloomquist Cheryl Bramsen Estate of Russell & Grace Brooks Estate of Danny Brooks Anna Brotzman Charlie & Sue Brown Donna Brummett Sidney & Judy Bulletts Veronica Burkett Drs. Timothy Caramore & Elizabeth Paddock Dr. Charles & Alison Charman Stacie Clawson Mike Combo David & Jacqueline Dayton Brenda De Grazio & Dr. Douglas Allington Penni Dugan Mark & Dorcie Dvarishkis Tod & Dannette Fadness Susan Falsey & Charles Leonard Owen & Cindy Forbes Rose Fraley Donna Friauf Damien & Rachel Funk Russell & Mary Garrett Charles Gatlin & Ariana Del Negro Estate of Ann Gavin Andrew George Dr. Larry & Dee Dee Gianchetta Dr. Jon & Sigri Gildea Lilly Graves Laurie Grogan Mykie Hammond Thomas Harding & Kira Huck Joyce Hayden Courtney Hendricson Jeremy Hinson Dr. Rick & Jocelyn Hoaglin Bill & Ramona Holt Barb Hopwood
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Mike & Sheila Houck Jennifer & David Hubbel Richard & Patricia Hynson Dr. Kristin Janczewski Dr. James & Sonia Jarrett Ann Johnson Drs. Nerissa Koehn & John Miller Dr. Jeffrey & Diane LaPorte Katie Lester Tom & Dani McLaughlin Paula McNeill Dr. Vince & Sue Meng Christy Meyers Dennis Minemyer James & Heidi Morris Susan Muralt Dr. Gary & Chris Muskett Casey Newberry Roger Pfenninger Paula Pier Pat Prendergast Dr. Timothy Provow Tammy Randall Renee Rea Todd & Sara Rennison Dr. Timothy & Tonda Richards Dee Robinson Leanna Ross Steffanie Rowe Brian & Jo May Salonen Teri Sammon Daniel & Shirley Schneiter Tara Sheldon Drs. Garrick & Sandra Simmons Dr. Paul Smith Dr. Larry & Kristin Stayner Gary Stel Maggie Stephen Sharon Talbot Larry & Linda Thompson Nancy Thompson & Dale Woolhiser Mario & Yvonne Torres Kiel Unruh Brett Weber Cierra Wedlake William & Roxane Weikel
Frank Wetherbee Col. Claude & Barbara White Dr. Herman & Eugenia Williams Dr. Michael & Melissa Woods Dr. Scott & Janna Wyman Cammi Yarnell Debi Zohner ORGANIZATIONS Anonymous A Carousel for Missoula alphagraphics Anderson ZurMuehlen Beaudette Consulting Engineers Caffé Dolce Carmike 12 Children’s Museum Missoula Church of Jesus Christ of Latter Day Saints City Brew Coca-Cola Bottling Company High Country Community Medical Center Dairy Queen Dennis & Phyllis Washington Foundation Draught Works Brewery Eco Phone Farr Side Sign Free Cycles Grizzly Peak Hockeywolf Horizon Credit Union MCT Community Theatre Meng Dentistry PC Missoula Maulers Missoula VW Club Missoula Pediatric Dentistry Missoula Bone & Joint Monida Health Care Network Montana Distillery Mountain View Family Medicine & OB Muscular Dystrophy Association, Inc. Northern Rockies Orthopaedics Northwest Farm Credit Services-Missoula NorthWestern Energy GT&S OnXmaps Montana Mapping & GPS LLC OS2 Office Solutions & Services
Paradise Falls Park Side Credit Union Quilts 4 Kids Republic Services of Montana Rocky Mountain Surgical Solutions Rocky Mountain Moving & Storage, Inc. Safe Kids Worldwide Schulte Law Firm, P.C. Southgate Mall Associates spectrUM Discovery Area Starbucks Target The Depot Restaurant TrailWest Bank Veterans Leadership Assistance Walmart Hwy 93 South Walmart Mullan Road Western Montana Clinic Westside Lanes Wingate Worden’s Market & Deli
egacy Club membership is awarded to donors who have included the Foundation in their will, trust or beneficiary documents, made a gift of securities, or made a planned gift such as a charitable gift annuity. The Legacy Club is named in honor of our Chairman Emeritus and Club charter member, Ty Robinson. The following donors have given us permission to recognize their legacy of Foundation giving through June 2016: Anonymous Mary M. Bell* Danny Brooks* Russell* & Grace* Brooks Reanette Cook* Betty Cron* Ida Croskrey* Frank & Rae Lynn D’Angelo Craig & Peggy Daue Gerald H. Doty* Chuck Douglas* Mark & Dorcie Dvarishkis John A. Evert* & Nora Staael Evert* Dr. Paul & Cyd Ferguson William* & Rosemary* Gallagher Ann Gavin* Dr. Richard Hammen Bill & Ramona Holt Pauline Imel* Mark* & Marjorie* Jennings Dr. Stephen Kemple Dr. Vince & Susan Meng Dennis Minemyer Susan Muralt The Mytty Family Dave & Suzanne Peterson Michele Robinson R.H. “Ty” Robinson Daniel & Shirley Schneiter Dr. Robert* & Ann* Spierling Nancy D. Thompson & Dale R. Woolhiser Dr. Lennard Wilson & Karen Erickson Kevin & Margaret Winter Yvette Wirth* Steve & Marti Wolfinger Keith D. Wright* * Denotes donors who have passed on, as of November 15, 2016
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FY 2015-2016
Financial Highlights $1,213,423
Contributions
$38,257
Gifts In Kind
2016
$1,259,651
TOTAL INCOME
-$60,789 Investments
$4,650
Change In Value Of Annunites
2016
$302,348 TOTAL DISB.
$208,796
Foundation-Led Initiatives & Operations
$22,500
Scholarships
$71,052
$39,584
Cash & In Kind Disbursements
Gain on Termination of Annuity
$24,526
Other Revenue
$141,215
Gifts In Kind
$102,622
2015
$262,646
TOTAL INCOME
Investments
$80,325
Contributions
$58,828
$289,880
2015
$602,135 TOTAL DISB.
Gift Shop
Hospital Programs & Facilities
$23,500
Scholarships
$288,755
Foundation, Gift Shop & Programs
-$24,378
Change In Value Of Annunites
-$95,966
Loss on Pledge Receivable
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BALANCE SHEET COMPARISON
2016
2015
Cash & Cash Equivalents
$378,607
$337,652
Current Pledges Receivable
$0
$ 6,701
Total Current Assets
$378,607
$344,353
Investments
$5,023,203
$4,283,251
Office Equipment
$0
$387
Other Assets
$157,707
$150,700
TOTAL ASSETS
$5,559,517
$ 4,778,691
Accounts Payable / Accrued Expenses
$33,594
$145,878
Accrued Liabilities
$1,255
$0
Annuities Payable
$67,875
$133,323
Total Liabilities
$102,724
$ 279,201
Unrestricted
$399,304
$236,078
Board Designated
$404,913
$404,913
Temporarily Restricted
$708,293
$784,381
Permanently Restricted
$3,944,283
$3,074,118
Total Net Assets
$5,456,793
$4,499,490
TOTAL LIABILITIES & NET ASSETS
$5,559,517
$4,778,691
FOUNDATION-HELD ENDOWMENTS**
$3,944,283
$3,074,118
**Foundation donors have also established the Foundation for Community Health Endowment at Montana Community Foundation, www.mtcf.org/Giving/Our-Funds. Information provided is a summary from the June 30, 2015 & 2016 statements reviewed by Wipfli LLP. For additional financial information, please contact the Foundation at
[email protected].
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Foundation Leadership Officers & Trustees Susan J. Muralt, Chair Tom McLaughlin, Vice Chair Mike Combo, Secretary & Treasurer Charles Gatlin Andrew George Larry Gianchetta Ramona Holt Holli Rozinka Steve Wilder R.H. “Ty” Robinson, Chair Emeritus
Staff Dorcie Dvarishkis, Executive Director Kira Huck, Operations & Programs Manager, Safe Kids Missoula Coalition Co-Coordinator Dannette Fadness, Safe Kids Missoula Coalition Co-Coordinator
Special Acknowledgments: Thank you to all of those interviewed, and to those who provided photography throughout the report. This report was designed and printed with the assistance of Studio Verde Creative, Joanna Yardley and AlphaGraphics.
Providing philanthropic support for the advancement of healthy lives in western Montana
2831 Fort Missoula Road, Suite 103 Missoula, MT 59804 (406) 926-2522
[email protected] www.fchwmt.org EIN 36-3627205
