Serving with Compassion 2014 ACCOMPLISHMENTS REPORT T mhpi.net | CREATING HOUSING... SUPPORTING LIVES 1 EXCERPTS OF LETTERS TO THE EDITOR BY SHELDON D. BYCOFF, PRESIDENT AND CEO “[W]e’d like to talk about the stigma of having a mental illness, correct some misconceptions, and address the personal impact of stigmatizing people with mental illness.” Newton Tab, May 14, 2014 “In Massachusetts alone, there were 68,285 deaths, hospitalizations, or emergency department visits in 2010 involving brain injuries.” Chelsea Record, March 21, 2014 Lisa Casman MSG (Masters of Science in Gerontology) Assistant Program Director, Senior Living on Bellingham Hill Judith Clervil Lead Certified Nursing Assistant Guerlyne YoYo Certified Nursing Assistant “As a non-profit that specializes in providing home-based, long-term care services to frail elders, we’d like to... shed some light on the dangers of a fall and how to prevent one.” Spencer New Leader, September 30, 2013 Sheila Tylus LICSW (Licensed Social Worker) Vice-President and Administrator, Serviced-Enriched Housing Edele Pierrevil Certified Nursing Assistant WELCOMING LETTER FROM THE PRESIDENT AND CEO Dear Friends, Our organization is known for many things. We’re known as one of the first charitable nonprofits in the nation to offer affordable, clean, and safe housing to people who had been discharged from state institutions for the mentally ill. We have created these residences (fifteen, to date) by building from the ground up or by restoring and repurposing houses, former schools, and other structures. We’re also known for our longevity; we’ve been providing housing, among other things, to the needy for almost 40 years, often preventing homelessness, or ending it on a case-by-case basis. Since 1999, we’ve also provided Home Care to the same populations—people with very little income, but substantial mental and/or physical challenges. They need help with the basic tasks of daily life—dressing, bathing, remembering to take their medications, etc. We offer these services to individuals who live in the residences we own and manage as well as to people living in the Greater Boston, Spencer, MA, and Cape Cod communities. In a nutshell, MHPI is known for assessing the needs of people with very low income, and those with significant physical and/or mental challenges, in order to offer the services that they need at very low (or no) cost to them. We continue that mission today. As you may remember from last year’s Accomplishments Report, we are in the process of becoming a nationally-accredited, Medicare-certified skilled nursing provider. We have embarked on this path because we have seen the increasing medical needs of the populations we have historically served and of the baby boom generation. We are proud of the breadth and quality of the services we offer people. This fiscal year, three of our residences underwent regularly scheduled Real Estate Assessment Center (REAC) inspections by the U.S. Department of Hous- ing and Urban Development (HUD). REAC inspections help ensure that housing available to the public through HUD is “safe, decent and affordable.” The facilities inspected this year received scores of 89, 97, and 98—considered so high that the residences need not be inspected again for three years. Similarly, our home care division is thriving, having delivered 52,426 units of “personal and supportive services” this year — a six percent increase over last year’s number. And it’s no wonder. All of our Nursing Assistants and Home Health Aides are certified and skillfully perform their duties. They also complete — at a minimum — the compulsory twelve hours of continuing training each year. While their responsibilities vary — some provide personal care such as bathing and dressing, others are companions, and still others are homemakers — they all bring professionalism and dedication to each individual client. This code of conduct is particularly impressive when one considers that many of our clients have cognitive and/or physical limitations. Most clients are at least in their 60’s and some are over 90 years old. Personnel Note: This year, we said farewell to Sheila Tylus, LICSW, Vice-President and Administrator of Service-Enriched Housing, who dedicated herself to providing home care to individuals with very low income for over eight years at MHPI. We will miss Sheila and we thank her for her myriad contributions. We also warmly welcome Alice L. Rose, MS, RN, ANP-BC, LNHA, who now holds this position. Alice has extensive experience in post-acute care and the assessment of people in need of long-term home care. We encourage you to review our list of Accomplishment Highlights, found on page 4. We continue to meet one need after another and look forward to making an even greater contribution to people’s lives in the coming year. Sincerely, Sheldon D. Bycoff 3 HIGHLIGHTS Accomplishment Highlights Fiscal Year 2014 Provided 52,426 units of personal care and supportive services to people living in the Greater Boston area, in Spencer, MA, and on Cape Cod. This figure represents an increase of six percent compared to last year’s performance. Three of our fifteen residences had their scheduled inspections by HUD’s Real Estate Assessment Center, garnering such high scores that they need not be re-inspected for three years. Provided safe, affordable housing for 269 people of low income, most of whom face substantial cognitive and/or physical challenges. On November 1st, 2013, MHPI was selected by Lahey Health Behavioral Services to be the Management Agent for its Health & Education Services House, an affordable housing residence in Salem that serves tenants with behavioral health needs. Consequently, in addition to the fifteen properties cited above that MHPI owns and operates, we now serve as 4 MHPI, Inc. | ACCOMPLISHMENTS REPORT management agent and administrator for a total of five properties developed by other organizations to provide homes for people with few resources but significant physical and/or emotional issues. Increased press coverage of President Sheldon Bycoff ’s articles on issues related to acquired brain injuries, aging, and mental health. We’re also very proud of the diversity of our staff. It breaks down by race as follows: 50% of our work force are AfricanAmerican; 34.7% are Caucasian; 13.3% are Hispanic or Latino; and 2% are Asian. We relish this diversity. It reflects the ethnic and racial composition of those we serve, adds richness to our work lives, and conveys the different skill sets that we can offer our tenants and clients. Began the process to upgrade and renovate many of our older buildings to convert them to state-of-the-art facilities, thereby further enhancing the services we offer the populations that reside within them. SENIOR LIVING Resident Profile Ben Hankins, age 90, is often on the go. And why not? “I’m still enjoying life,” he says. Ben goes to every single social and cultural event held at Senior Living on Bellingham Hill – from a drumming performance and tutorial, to the big Thanksgiving Feast, to a crafts-making seminar during the holidays. He noted, “I also play cards a lot, with my best friend Edna. And I also go to the [non-denominational] Faith Group on Wednesdays.” Ben shares a rich history with his residence. First, the building used to be Chelsea Memorial Hospital. “Four of my kids were born here,” he says with satisfaction. And once the structure was turned into a residence for independent senior living, “my wife and I were two of the first people to move in here” – a month after it opened, in June of 2000. Born and raised in Georgia, Ben made his way to Chelsea, Massachusetts via the Navy. He was drafted right out of high school and, after basic training, was stationed at the Chelsea Naval Hospital. He worked as a steward’s mate in the kitchen there, serving the wounded who’d returned from World War II. From cooking, he moved on to various skilled labor jobs. He initially made decorative wood boxes, worked with metals, and then built houses. He also worked as a truck driver for fifteen years, well into his 70’s. “I like to work,” he said. “If I could still work, I’d be working.” Ben was walking until three years ago, “but with this spinal stenosis, my back just gave out one day. I was never sick in my life. Now it’s just mobility.” Still, Ben shows no signs of slowing down. Ben Hankins and his friend Kim Radek Besides attending the events at Bellingham Hill, he listens to music (especially Aretha Franklin and B.B. King), hangs out with his friends in the residence, and visits with his family. “I speak to my grandkids and kids every day. If I miss a day, my oldest daughter calls and says, ‘What’s wrong?’” Ben has five kids, nine grandchildren, and four great-grandchildren and they visit him frequently. Ben has a lot of good things to say about Senior Living on Bellingham Hill. “I like the view and I like the people here a lot.” He complimented the staff extensively. “Lonnie [the Resident Services Coordinator] is the best. She’s a wonderful person and she’s always helping everybody. She doesn’t turn down little things or big things. She goes out of her way.” He also said that Susan, the occupancy specialist for Bellingham Hill “is excellent. Does a wonderful job. Comes around checking on things. If something is wrong with my apartment, I tell Susan...and they are right on it. The crew we’ve got here is good.” Lisa Casman, MSG (Masters of Science in Gerontology) Assistant Program Director, Senior Living on Bellingham Hill mhpi.net | CREATING HOUSING... SUPPORTING LIVES 5 PROPERTY MANAGEMENT SERVICES Becoming a Tenant We take great pride in the properties we manage. All fifteen of the MHPI-owned affordable housing complexes are kept clean and safe through the coordinated efforts of our Property Management Services team, which administers all facets of each project’s subsidy contract in accordance with the U.S. Department of Housing and Urban Development (HUD) Handbook §4350.3 MHPI’s occupancy specialists market the properties in accordance with each project’s Affirmative Fair Housing Marketing Plan and Tenant Selection Plan to qualifying individuals who meet the specific guidelines of HUD, which is the primary funding agency for the residences. Prospective tenants complete a comprehensive application package, which includes verifications of citizenship, income, credit history, prior renting history, and criminal background checks through various federal and state agencies. MHPI does all this validation to ensure that our housing is managed in accordance with the HUD-issued Regulatory Agreement for each project. When all the requirements of the application process are met, the applicant is added to the waiting list for the project to which s/he has applied. When the applicant reaches the top of the waiting list, MHPI validates the individual’s monthly rent contribution, collects the necessary deposits, and executes a lease with the new tenant. As with any tenant lease, this document sets forth the rules and conditions under which tenancy will be maintained. David E. Byrd Facilities Operations Manager 6 MHPI, Inc. | ACCOMPLISHMENTS REPORT And each year, per HUD requirements, every tenant re-certifies their pertinent financial information. Once a tenant moves into his/her apartment, s/he can be assured that all aspects of their building will be regularly maintained by the Property Management Field Operations staff. All members of our staff are highly qualified, experienced, and responsive. Among other responsibilities, they perform preventative maintenance to mechanical systems, ensure that common areas are clean and safe, and address individual tenant requests. When an issue arises, the field staff work with the occupancy team to identify and evaluate relevant facts in order to make a decision that is in the best interests of all the building’s tenants. UPGRADING OUR HOUSING EnvironmentallyCompliant Renovation Begins in April MHPI is delighted to announce that we have finalized the financing for the substantial renovations of six of our buildings! These residences are located in the Mission Hill section of Boston, the Dorchester neighborhood, and throughout the Jamaica Plain neighborhood. Like our homes, these sites experience wear and tear over time and need updating. We want residents to feel comfortable and enjoy living in their homes. When finished, this construction will make our facilities more accessible to people with mobility issues, increase effective use of living spaces, improve energy efficiency, and spruce up the overall appearance of these homes. Under the new refinancing plan, we plan to: Upgrade all of the kitchens — with new cabinets, countertops, and flooring; Renovate the bathrooms, with all ADAapproved fixtures; Install new flooring and carpeting; Equip three sites with energy-efficient windows; Replace the roofs on three buildings; and Install central air conditioning at one site. The six sites undergoing this metamorphosis will be combined into one legal entity and referred to as “MHPI-IV Supported Housing.” In addition to funding all the work at the six residences, the refinancing will give MHPI the opportunity to replenish our reserve escrow fund — to support future capital improvement projects at these locations. Construction is scheduled to start in April 2015 and will be completed over twelve months. Paul J. Lemieux, B.B.A. (Bachelors in Business Administration) in Accounting Senior Vice-President of Operations mhpi.net | CREATING HOUSING... SUPPORTING LIVES 7 CONSULTING MHPI as Management Agent for Other Property Owners In addition to operating its own HUD projects, MHPI serves as management agent of affordable housing properties owned by other organizations. For example, HUD has certified MHPI as Management Agent for three residences owned by Work, Inc. in Boston, Milton, and Quincy. (Work, Inc. provides supportive services that people with developmental and physical disabilities need in order to achieve their career goals. The organization also helps these people find appropriate housing.) MHPI serves institutional customers with the same competence and compassion with which we serve our tenants and clients. We use the HUD Management Agent Handbook § 4381.5 to ensure that the project complies with the terms specified in its Regulatory Agreement and Subsidy Contract. MHPI’s duties and responsibilities encompass the following areas: 1. Select and admit tenants, compute tenant rents and assistance payments, re-certify tenants, maintain tenant files, and carry out other subsidy contract administration responsibilities in accordance with HUD Handbook § 4350.3. 2. Ensure that all expenses of the project are reasonable and necessary. Obtain contracts, materials, supplies and services on terms most advantageous to the project. 3. Support responses to HUD’s management review reports, physical inspection reports, and written inquiries regarding the project’s annual financial statements as Jane Karoway COS (Certified Occupancy Specialist) Occupancy Manager 8 MHPI, Inc. | ACCOMPLISHMENTS REPORT “I have had a very long relationship with MHPI managing our HUD properties here in Massachusetts. I consider the MHPI team to be the most knowledgeable there is with HUD properties and the expertise MHPI brings to the process for us is key. The length of the relationship we have had with them speaks for itself. Just this year we built a new 5-bedroom total handicap-accessible home in Milton, MA. MHPI helped us strategically get our new Milton HUD property completed on budget and on time. Their knowledge in dealing with HUD and on many of the difficult and technical accounting issues was invaluable. I highly recommend MHPI if you are considering building a HUD or CEDAC property.” Dave Anderson, Senior VP, Chief Financial Officer, Work, Inc. requested by the owner. (Note: Like other organizations for whom we consult, Work, Inc.’s independent auditors depend on MHPI to maintain accurate and complete tenant records as part of their preparation and submission of Work, Inc.’s year-end financial results to HUD.) 4. Develop budgets for each housing complex and submit them to HUD for approval in accordance with guidelines outlined in HUD Handbook § 4350.1. 5. Conduct market analyses of rents charged in similar properties to ensure that the contact rent approved by HUD is in line with similar housing projects. 6. Apprise the owner of new federal, state, and/or local changes in code requirements to ensure that the buildings stay in compliance with building standards. SERVICE-ENRICHED HOUSING Assistance in Your Own Home Our Service-Enriched Housing department, including our largest division — home-based, long-term care — continues to grow. We are serving more and more clients and adding more personnel to our team, including nurses, social workers, certified nurse assistants, and certified home health aides. Led by Alice L. Rose, who has a wealth of experience in health care administration, Service-Enriched Housing offers to people living in their own homes the same personal care and supportive services previously available only to clients living in one of MHPI’s senior residences. Our goal is to provide assistance, attention, guidance and support in order to promote clients’ well-being and enable them to remain living independently for as long as possible. As always, the care is customized to accommodate each client’s needs, and our program is accredited by the Home Care Alliance of Massachusetts. Our certified nursing assistants and home health aides have extensive experience serving the elderly and people who have cognitive challenges, developmental delays, acquired brain injuries, mental illness and/or physical impairments. Our staff has developed this expertise though education, training and experience in caring for clients referred to us by the Massachusetts Department of Mental Health, the Department of Developmental Services, the University of Massachusetts Medical School, and the Massachusetts Rehabilitation Commission. Client Richard Mossey (left) with certified home health aide Leonel Jean The process: One of our social workers or registered nurses works with each client and his/her doctor to develop a Care Plan that meets the individual’s needs. Afterwards, a certified nurse assistant or certified home health aide visits with each client according to the Care Plan, providing services such as help with getting dressed, grooming, laundry and light housekeeping, as well as monitoring each client’s health. At MHPI, we carefully and closely attend to clients’ needs in order to prevent a rest home or nursing home placement. We provide the opportunity for clients to live in a dignified and meaningful way as the aging process unfolds. Beth A. Talha, RN (left) with client Ken Bennett Alice L. Rose, BSN (Bachelor of Science in Nursing), MS (Masters of Science in Nursing), Certificate in Management Development for Health Care Professionals, Certified Adult Nurse Practitioner, Licensed Nursing Home Administrator Vice-President and Administrator, Service-Enriched Housing mhpi.net | CREATING HOUSING... SUPPORTING LIVES 9 Activities in Senior Housing Noble & Greenough students treated the residents of Senior Living on Bellingham Hill to flute and violin performances! Afternoon Crafts: Two residents learn the art of jewelry-making. Friends gather after the Holiday Party and Performance at Senior Living at Prouty, in Spencer, MA. MHPI in Your Community Hellen Merrill, RN (pictured), and Lisa Casman, MSG, who work regularly with clients with brain injuries (ABIs), presented a well-attended seminar on ABIs and associated home care to the Massachusetts Association of Public Health Nurses. 10 MHPI, Inc. | ACCOMPLISHMENTS REPORT Beth A. Talha, one of our Registered Flu clinic at Senior Living on Bellingham Hill in Chelsea, Nurses, conducting a free blood pressure screening in Cambridge. for tenants and staff. FINANCIALS Financial Data for Fiscal Year 2014 for MHPI and its Affiliates Actual Expenses For MHPI, Inc. and its Affiliates Revenues by Source: $5,906,669 Rental Revenues Home Care Revenues Administrative and Other Client Support Services 10% 38% 53.5% 36.1% 52% 9.7% 0.2% Other Management Consulting Fees Property Management 0.5% Tenant Services MHPI, Inc. and All Affiliates Balance Sheet as of June 30, 2014 Assets Cash and Accounts Receivable Prepaid Expenses and Deposits Investments Restricted Deposits Property and Equipment, at cost Total Assets 2014 2013 665,317 140,688 24,911 721,523 23,472,622 25,025,061 614,215 300,592 67,057 691,951 23,461,297 25,135,112 Liabilities Accounts Payable Accrued Expenses Capital Advances (HUD) Mortgage and Notes Payable Total Liabilities 532,850 269,130 12,989,200 8,937,102 22,728,282 692,290 249,974 12,989,200 9,068,335 22,999,799 Net Assets Unrestricted Net Assets Restricted Net Assets Total Liabilities and Net Assets 501,464 1,795,315 25,025,061 718,506 1,416,807 25,135,112 Prepared by Whittemore & Salvucci, P.C. mhpi.net | CREATING HOUSING... SUPPORTING LIVES 11 Board of Directors MHPI Senior Management Jeanne M. McHallam, Chair Sheldon D. Bycoff President and CEO Joyce Gair, Treasurer Paul J. Lemieux Senior Vice-President of Operations Joseph J. Spadea, Clerk Newton Levee Director, Legal and Compliance Vincent Cloutier, Member Robert S. Manasse, Member Mary Hagarty Vice-President and Administrator Home Healthcare Alice L. Rose Vice-President and Administrator Service-Enriched Housing How to Reach Us (L-R): Joyce Gair, Joseph J. Spadea, and Jeanne M. McHallam By Phone (617) 789-4500 By Fax (617) 789-5750 By Mail Our website 70 Bridge Street, Suite 201 Newton, MA 02458 www.mhpi.net On Facebook www.facebook.com/mhpi.inc On Twitter Robert S. Manasse www.twitter.com/mhpiinc Vincent Cloutier To be considered for our HUD-subsidized housing, you must be either age 62 or older and/or have a qualifying disability. In addition, you must meet HUD’s income standards for subsidized housing. For more information, please call Jane Karoway at (617) 431-4924 or send an email to JKaroway@ mhpi.net. Thank you. 12 MHPI, Inc. | ACCOMPLISHMENTS REPORT
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