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

2012–2013 Living Every Moment TM

in Palliative and Hospice Care

Message from the President & CEO

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The past year has been a pivotal time for the healthcare industry in our country. With the implementation of the Affordable Care Act, hospices have seen unprecedented amounts of change in how business is done, including the creation of the Hospice Quality Reporting Program, adjustments to the reimbursement rate formula, and penalties on hospitals who readmit patients with certain chronic conditions within 30 days. While the launch of the health insurance exchanges has caught the attention of the media, the Affordable Care Act’s effects have rippled through all aspects of healthcare, including palliative and hospice care. What does all this change mean for our community? It means that in order to fulfill our mission to affirm dignity and hope for those facing serious illness, we must elevate palliative and hospice care within the overall continuum of care. To do that, we must raise awareness and continue to educate our community about the value of our palliative and hospice services and programs.

Palliative and hospice care are proven models to provide expert care and support while also managing costs of care most efficiently during a serious illness and at end of life. Palliative care is appropriate at any stage of a serious illness, and can be provided together with curative and life prolonging treatment to relieve the symptoms, pain and stress of a serious illness—whatever the diagnosis. Additionally, patients and family caregivers can receive emotional and practical support as they navigate their way through the decision process. Once the decision is made to forgo curative treatment, hospice care becomes an invaluable option, and integral part of the continuum of care. This is the time for a radical shift in the way we think about the future of our healthcare system. Rather than palliative and hospice care being considered options when “nothing more can be done,” these specialized areas of care and support must be

better integrated throughout the care continuum—to enhance the overall quality of care and patient experience while adapting to the changing landscape of healthcare.

Our accomplishments this past year reflect this new reality. The Palliative Care Center Silicon Valley opened its doors last July, giving patients with advanced illness access to outpatient services that relieve pain and symptoms and provide emotional and practical support—allowing them to spend more meaningful time at home. Through our new Community Life program, we are reaching community members long before they are coping with the crisis of serious illness to educate them on advance care planning, life transitions, and much more.

In this annual report, we recognize and thank our generous partners, friends, families, and donors who make our compassionate caring possible. Now more than ever, we need your continued support to assure that our community-based, non-profit hospice and palliative care survives the turbulent seas of healthcare change. If your circumstances allow, please consider making a gift to Hospice of the Valley to enable us provide care across the continuum for generations to come.

Sally AdelusHospice of the Valley President and CEO

Warmest Regards,

Board of DirectorsChairmanEuan Thomson, PhD

Chairman-ElectJeff Strawn

Corporate SecretaryRajeev Singh

Art AdamsZoe AlamedaGeorge Block, MDLinda Golino, RN, BASylvia KatzmanLinda Kramer, JD, MBA, RNHarris MeyersSutton RoleyTerry RutledgeCara Sansonia, JDChuck ToeniskoetterJames Yates, JD

Ex OfficioPresident & CEOSally Adelus

Executive VP Finance/CFOJim Ptak

Leadership TeamExecutive VP Medical Services/CMONeal Slatkin, MD

Executive VP Development& CommunicationsKathy Phelan

Executive VP Business Development & Strategy Kieran Shah

VP Patient Services Ruth Matthews, RN, MSN

VP Social Services & Counseling Brad Leary, LCSW, CT

Professional Advisory BoardChairmanEuan Thomson, PhD

Brian AdamsLarry BlitzGay CrawfordElizabeth DarrowKathleen Fahey, RN, CNS, ACHPNJeff L. FischerJames Hallenbeck, MDJerina Kapoor, MDGeorge Labban, MDDale G. Larson, PhDJohn Massey, MDJennifer RamirezJames Ramoni, MSW, LCSWPaula Reed, BSN, RN, OCNSandy Chen Stokes, RN, MSNKaren StoreyErnest Thomas, Jr, MDRandall Willoughby, Esq.

1,125patients received hospice care, a 13% increase from the previous fiscal year

+13%

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Celebrating 35 years of service to our community, Hospice of the Valley is a nonprofit organization that exists to support patients and their families during one of life’s most challenging—yet most meaningful—times. Hospice of the Valley provides serious illness and end-of-life care programs and services, including palliative and hospice care, grief counseling for adults, children and families, and emotional support, education and practical assistance.

We affirm dignity and hope for those facing serious illness by providing comfort through compassionate palliative, hospice and grief care. We strengthen our community through advocacy, education, research and volunteerism.

Our Mission

About Hospice of the Valley

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Hospice of the Valley provided everything we needed for care at home—the bed, the oxygen equipment, and more. Most important of all, they provided wonderful, caring people to help us every step of the way.” ~ Maria

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Palliative Care Center Silicon Valley – The first independent, community-based, licensed outpatient center of its kind in California, the Palliative Care Center Silicon Valley provides a place to turn for patients and families living with serious illness. A division of Hospice of the Valley, the Center offers expert medical care and emotional and spiritual support, including care coordination, to relieve the symptoms, pain, and stress of any serious illness. In addition, the Center offers the Transitions program as a community service, utilizing specially-trained volunteers to provide assistance to patients and families.

Center for Grief & Loss – The Center offers support to anyone in the community who has experienced the loss of a loved one or a significant life transition such as divorce, job loss, retirement, or relocation. Individual counseling and loss-specific support groups are facilitated by professionally trained therapists or supervised marriage and family therapist trainees/interns. Our services for children and adolescents include individual counseling, support groups for children ages 4 to 18, and a unique expressive arts program, offering young people the opportunity to creatively explore feelings and emotions in a safe and comfortable space.

Community Life – Hospice of the Valley’s Community Life program provides education and outreach on end-of-life care, life transitions, advance care planning, estate and financial planning, and more. The Community Life program relies on the generous support of our community to provide this educational service.

Volunteers – Caring and extensively-trained volunteers provide patients, caregivers, and family members emotional and practical assistance. Other volunteers perform community outreach, office support, fundraising, and more. Our volunteers are special individuals for whom we are most grateful.

Hospice – Whether it is spending time with loved ones, fulfilling dreams, or simply remaining comfortable at home for as long as possible, Hospice of the Valley’s team of physicians, nurses, social workers, spiritual counselors, hospice aides, and grief counselors guide patients and their families to meet their end-of-life goals. Services are covered by Medicare, Medi-Cal, and most private insurance plans, and equitable access to care is available for patients and families regardless of their ability to pay.

Our Programs & Services

visits were made to patients and families by Hospice staff36,868

16,822 Nursing 13,508 Personal Care

4,928 Social Work1,241 Spiritual Care

369 Physician

18,184 hours donated by our volunteers

0 patients turned away due to inability to pay

$400,000 invested in programs and services that are not covered by insurance, such as the Transitions and Community Life programs

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Statement of Financial Position

Total Net Assets$3,284,500

AssetsCash ....................................................................$945,895Investments.....................................................$1,505,808Accounts Receivable .....................................$1,193,734Contributions Receivable ....................................$1,899 Property and Equipment ................................$857,255Prepaid Expenses and Other Assets ..............$209,364Total Assets .....................................................$4,713,955

LiabilitiesAccounts Payable ............................................$232,325Accrued Expenses .........................................$1,138,878Capital Lease Obligations ................................$58,252Total Liabilities ................................................$1,429,455

Net AssetsUnrestricted ....................................................$3,213,611Temporarily Restricted .......................................$11,036Permanently Restricted* ....................................$59,853*Jerome and Lillian Limburg & George and Frances Striley Endowment

Total Net Assets .............................................$3,284,500

As of June 30, 2013

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$50,000 and aboveC.J. Berry FoundationSobrato Family Foundation

$10,000-$49,999Intero FoundationKirkorian Family FoundationThe Sharks Foundation

$5,000-$9,999California HealthCare FoundationComerica Charitable FoundationDavid and Lucile Packard Foundation Matching Grant ProgramFarrington Historical FoundationKieve FoundationMountain View Kiwanis FoundationWells Fargo Foundation

$2,500-$4,999eBay FoundationPalo Alto Medical FoundationThe Richard and Emily Levin FoundationSilicon Valley Community FoundationSmall World FoundationSVB Foundation

$1,000-$2,499C.M. Capital FoundationThe GE FoundationHeffernan Group FoundationHospice Education InstituteJ. Philip & Jennifer Dinapoli FoundationThe Leach Family Foundation

Anonymous (3)Art and Denise AdamsSally and John AdelusK. Alameda-DurhamLibby ArmstrongDonna BlankValerie and Tom BurnieceJim and Anne CashmanGay and Roy CrawfordNatalie ElefantNicholas and Dina FerentinosMary Jo and Dick GarrettRussell GerritsPhyllis Gove and Steven CasadRoberta and Kevin HayashiDiane KalliamRobert and Patricia KellyDarcie Kiyan and Alexander ElsoradyDon and Marian LimburgJennifer McMillan

Virgil and Sue MidkiffJeannette MihalakMary June Moore-RichardsCarol PetersonSutton RoleyCarlene SchmidtAnnie SuedaJohn VelcampChris and Kim Worrall

Foundations and Grant ContributorsHospice of the Valley gratefully thanks its 2012-2013 foundation and grant contributors.

Legacy SocietyHospice of the Valley would like to recognize and thank those individuals who have made a lasting commitment to providing compassionate care for families in Santa Clara County by including charitable gifts in their will, trust, or other estate plan.

If you would like to join the Legacy Society and ensure that our caring continues for many years to come, please contact Kathy Phelan, executive vice president of development and communications, at 1.408.559.5600.

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Community Support

2,862 donors generously gave over

in contributions to Hospice of the Valley$1.1 million

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$10,000 and aboveAnonymousBerliner CohenColombo Charitable TrustDignity Providers Hitachi Data SystemsService League of Hospice of the ValleyTodd SlyngstadStella B. Gross Charitable TrustUnited Way Silicon ValleyWestern Athletic Clubs, LLC

$5,000-$9,999Robert and Jeanne BettencourtDarling-Fischer Chapel of the HillsHeritage Bank of CommerceIBM Corporation Employee Services CenterYun KimMarleen L. KirkorianSusan and Charles LeiterMary June Moore-RichardsO’Connor HospitalPetrinovich, Pugh & Company, LLPDonald RobinsonRotary Club of San JoseKatherine and Felix SchudaSchwab Charitable FundSilicon Valley CaresEuan and Allison ThomsonJeanne Wun

$2,500-$4,999Anonymous (2)Air SystemsApple Matching GiftsBryce and Darla BeckAnn BegunRichard and Gerrie BoucherMichele BrownMatt and Chelsea ByomThomas CarstensCBIZ Benefits and Insurance Services Inc.Fran, Russell, Yvette and Kathryn ChamplinChase VPJon and Jodie CraseJudy CrawfordFidelity Charitable Gift FundBob and Marilyn GaribaldiGlobal ImpactGood Samaritan HospitalRoberta and Kevin HayashiHFS ConsultantsIBM Matching Grants ProgramBob and Coleen IssacsJon R. Crase Construction, Inc.JustGive.OrgBob and Anita KelezCharles and Susan LeiterMorton and Marilyn LeiterLocal Independent Charities of AmericaLockheed Martin Corporation PhilanthropyJon and Emily McClellandMD-MartHarris and Sharon MeyersMission City Community Fund of Silicon ValleyMorgan Stanley Smith Barney

Lois NakamuraRon and Betty PieracciRiva RubnitzSamaritan Medical CenterRajeev and Kathy SinghJeffrey and Elizabeth StrawnKathy SulgitToeniskoetter Development, Inc.Jeffrey A. Vanden BeukelRob and Georgia WallingerCarolyn WhittingtonJohn WunderlingYourCause, LLC

$1,000-$2,499Anonymous (4)Art and Denise AdamsAgilent Technologies Employee Giving CampaignAlmaden Valley Athletic ClubSheri AquilinaArcadia Homes, Inc.Barry and Jo ArikoRick and LaNae AvraCharles BarndtKathy Maag BentaiebStan & Jan BerlinerRoy and Dorothy BillingsGeorge T. Block, MD and Mariam M. WahabRaymond and Dorli BrandtBrannon’s Rentals and Sales, Inc.Jessica BurroughsLaurie CantleyJim and Anne CashmanNadine CavallaroCurtis & Jody Chang

Charles F. Gagliasso Trucking, Inc.Ann ChristiansenCoalition for Compassionate Care of CaliforniaMr. and Mrs. Howard CohenDr. John and Mrs. Betty ColwellJason ColyarCommunity Health CharitiesTeri and Michael CunniffDio Dandoy and Theo OlsonPaul L. Davies, Jr.Patrick DeneviTracy Di Vita-BaasRuth DohnDavid and Denise DulinMr. & Mrs. W. J. EmersonCathy and Wes EmisonENS Technology LLCAndrew EschenfelderTony FaiBarry and Toby FernaldPatricia FragugliaLinda GaglianiGretl, Bruce, Sam and KathiRichard and Mary Jo GarrettGartner, Inc.Melanie GeorgeVictor and Mariana GiacaloneMs. Linda M. Golino, RN, BAGoogle Gift Matching ProgramOscar and Patricia A. GotelliPeter and Heidi GradyMary Ann GrilliColleen Dunn Hall & Stephen HallJohn HarringtonMarilyn HaslerRobert and Donna HayesThe Headache Doctor of CampbellCarl Heintze

Kathy HemingwayJohn and Edna HermanHans HerrndorfHome Care Assistance, LLCHope HospiceHospice of Santa Cruz CountyBenjamin HunterI On Design, Inc.Italian Men’s ClubLindsey JellinekMegan Anne JellinekJohn and Dolores KentSimon and Phyllis KleinmanMelinda KottermanKramer Radin, LLPGeorge Labban, MD and Ghazal LabbanJohn LaingLeland LowDavid MaggettiMorgan L. Magid, MD and Kathleen MagidCarol MartiMarilyn MersereauLinda MollJohn MooreMichele Mork-Ovson and Ray BakerGeorge MullerMusic by Bonnie & Co.Jim and Nancy NeippNeptune Society of Central CaliforniaMichael NoonanPeet’s Coffee and TeaRoxanne PetruncolaPG&E Corporation Campaign for the CommunityPP891, LLCJames Ptak

Individual and Corporate Donors

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Robert and Julie RinehartJohn and Charlene RobertsMichael and Emma RockRoco’s Gardening & Arroyo Vista Landscape, Inc.Charlotte RogersRon and Judie RogersSutton and Anne RoleyRon Witherspoon Inc.Louis and Joanne RosendinRotary Club of San Jose NorthRoto-Rooter PlumbersDan and Deborah RubnitzAllen and Cynthia RubyTerry and Nina RutledgeSacred Heart SchoolHéctor Sánchez-Flores and Lucila Ramos-SánchezPaul and Didi SchreiberSol SelimJoAnn R. ShankJeng-Ren Shaw and Siok Huang TaySilicon Valley BankGene and Vilma SinclairErnest and Dorothy SingletonNeal Slatkin, MD and Michelle RhinerKarl StahlLawrence and Carmen StoneSweeney, Mason, Wilson & BosomworthThird Day InteriorsDan TobinCharles and Linda ToeniskoetterRobert TorczynerGary and Sharon VerghoWells Fargo BankWells Fargo Community Support Campaign

Sue Wells and Deena LeviWestmed Ambulance Service DBA KMA Emergency Services Inc.Chris and Kim WorrallJames and Jeanette Yates

$250-$999Anonymous (19)A Foundation of Philanthropic FundsAAA San Jose OakridgeAbbott Laboratories Employee Giving CampaignCarol and Dale AchabalSally and John AdelusJean AhernZoe AlamedaAll West Environmental, Inc.Robert Allario FamilyAlmaden Valley Women’s ClubSteve and Mary AlmassyAmerica’s CharitiesJames AndersenLori and Larry AndersenPaul and Elizabeth ArchambeaultArchway-Clayton InsuranceArmorBlue, Inc.Marcia and Craig AshAsian Network HospiceAT&T United Way Employee Giving CampaignLori BakerGlee Balvanz Bank of America United Way CampaignMark BarberBarry Swenson Builder

Lillian BattenBayonet and Black Horse Golf ClubRichard BeardDr. Bronson & Shirley BerghornJacqueline BermanLeslie BinderBiondo FamilyMary BraleyBrenner Financial Group Inc.Bridgeman/Mancha RoofingDave and Avis BrownSheila & David BrownVivian BrownBarbara Burge and FamilyValerie and Tom BurnieceDennis and Lavon BuschRichard and Tara ButtonCampo di BocceDan Caputo, Jr.Denise CarmodyJames and Norma CarneyDebra and Jim CasalegnoRichard CastilloCemetery Property Resales, Inc.Kristi ChallgrenColin ChapmanChevron Humankind CorporationPeggy ChristensenThe Honorable Kansen ChuWilliam and Elizabeth CilkerCity of San JoseEugenia ColinRobert and Dianne ColyarCurt and Faustine ComstockSandi & Richard ConniffRobert and Pamela ConroyMaureen CoxGay and Roy Crawford

I’m in awe of this program. I can’t believe that all these people are devoting that much time to one person.” ~ John

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WWII Veteran

Alfio and Gerry CremaRick CrockerCathy and Christopher CrockettLeslie CrockettCupertino West Valley Welcome ClubArthur and Gerri DandurandMrs. Helen DanielsKenneth DansieEdward and Jill DavisLeo and Norma De AragonAndrew and Rachel DeneviMelvin Di SalvoPat and Bob DiamondCharlotte DicksonLynette and Dick DinapoliJudy DotsonThomas and Pauline DuffyMichael and Juanita DugglebyMelissa and Charlie EldredgeNatalie ElefantTerri Ellis and Ryan FeathersVictoria EmmonsVince and Patrice EvansEric and Sharon Ann EwenEwing-Foley Inc.Cheryl EwyExis QCI Inc.Kathleen and Paul FaheyKent FerrinArmeda FischerJeff and Peggy FischerMartin & Barbara FishmanCharles T. FisselFlare Enterprises, Inc.Mary FlorsheimFoothill CollegeBrad ForcierMike ForneyLinnea Foss & Family

Russ FosterHarvey & Connie FoxPeter and Jane FranusichDonovan FunstonVance GarlandSusan Genkin and Ronald MandelStephen and Laurel GilbertRobert GilliganBarbara GoldenVern and Mary GrannemanJim GrayMichael and Hue GreenJoel and Michelle GreenbergAnne GreeneTimothy GreeneDiane M. GrossoRussell GroveThe Hall FamilyShirley HallPatricia HanfordElizabeth HarrisKenneth and Beverly HaughtonHawgs Seafood Bar, Inc.Dawna Hawksworth and Marilyn KupchoDave and Noelle HendersonJohn and Holly HenryEstate of Ruby HigginsMary HilandJerry Hiura, DDS and Lucia ChaJohn HobsonSteve and Melinda HoffmanJoyce HollemanDon and Robyn HomeWilliam HopkinsSteve HusseyIBM Retiree Charitable CampaignIntel Volunteer Grant ProgramHoberg Family

J.R. ConstructionJamie Jacobs-MayJoe Escobar DiamondsStephen and Irene JohnsonSean and Dorothy JolleyKaiser Permanente Community Giving CampaignYumiko KanoPhyllis KarstenSylvia and Jim KatzmanMargaret KeenanKeppel ConstructionMarilyn KerrAlan and Carolyn KingRobert and Dorothy KingMr. and Mrs. John KirtlandJohn KnorrRobert and Cherie E. KrausMatthew KunkelElaine La BeauPaul and Cynthia LafranboiseHoward Lamcke and Susan BernardiniCharles LarkeJohn LawsRobin Laws & Brian YickBradford LearyDesiree LehrbaumJim and Susan LewisJoan LisowskiArthur LittlefieldLongitude CapitalRichard and Marie LoreLos Gatos United Methodist ChurchGeorge LottiCarol LuckhardtBarry and Jenny LudwigCraig and Kathleen LundLytro Inc.

Celia and Joe MaglioneBetty MagowanMAP Royalty, Inc.Vicci MarcotteMarine Coast Financial, LLCMarketShare Partners, LLCDr. & Mrs. David MathisFred MatsudaDiane McDonaldJames and Jean McKinnon and FamilyLinda MercadoMerck Partnership for GivingVictor MeyerhoffMichi’s CateringMicrosoft Giving CampaignGary MitchellHelmut and Ursula MoessnerMoore Buick-Pontiac-GMC TruckRichard and Julia M. MossLucie MuellerRichard Alan MullisPamela NatesJamie NhekFrank and Patricia NicholsBarbara NoggleMike and Holly O’BrienCharles OhmanEd and Julie OliverJohn and Joann O’LoughlinCharlie OlsonDeborah O’MearaJeannee OwMargaret PalmaPalo Alto NetworksNick Pang and Connie DuParadigm WineryGerhard and Carol ParkerRobert and Celia ParlascaParry Cellars

Pasatiempo Golf CourseKevin & Carole PayneFrank PearceAnne PeckPEO Sisterhood Chapter CAWilliam PerraultDan and Arlene PerusinaJoyce and Nathan PhillipsPier 39John and Debbie PinkstonPlantronicsLeslie PlecqueMarc PoratPortola Hotel & SpaPam Priest NaeveChris Ray Virginia ReSteve Rea and Tina M. Lafranboise-ReaSilvia RealesRidge VineyardsArthur and Evalynne RinskyKeith and Janine RochaRod Nutz Car ClubRonnie and Cher RogersAmari Romero-Thomas and Mark ThomasRuth and Lawrence RossWilfred and Marianna SamsonSan Jose MarriottSan Juan Oaks Golf ClubAlexander Sanks and Paige SchoknechtSan Mateo County Dept. of Child SupportSantana Grill Partners LPSavannah Chanelle VineyardsJack SchapanskyJohn and Lisa SchirmerChris and Beth Schmidt

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Individual and Corporate Donors, continued

David Scott Estate of Mafalda B. ScottNick and Sheridan SebastianiHeather SextonAngela ShimkoSidecar Cocktail PartiesJerry SilvaMr. Andrzej SobczykSony Electronics IncCarol Jean SpaldingSpringer Collision CenterLarry & Diane St. DenisJohn & Nancy StalloneThe Stanley Group Inc.Bonnie and Lee Stone, M.D.

Cathy StonieNancy and Edward StrongStuart Rental Co.The Summit LeagueSynopsys Employee Philanthropic ProgramsPatricia SzukalskiRobert and Nancy TalbottAmy TeramotoMark and Nancy ThomasPete and Mimi ThomasIrene ThompsonTiffany & Co.Truist/United WayCaitlin Turner

Merrill TurnerThe Turriff FamilyJan TurriffMartin UcovichUnion Church of CupertinoUnity Spiritual Center of San JoseMary ValderramaBetty Van ArsdaleJames and Leslys VedderNoel and Barbara VillanuevaMargarita VizcayaJohn WalkeAndre and Jenn WalkerBruce and Joan Wallace

Ernest A. Wallerstein and Peggy MathiesonRoger WatsonE. John and Jo E. WellerRoger and Mary WellsMr. and Mrs. Geoffrey WestMatthew and Ann WhiteKyra WhittenPhyllis WienerVictoria WildBrenda WilliamsJack and Kay WilliamsRod and Eileen WilliamsRonald WilliamsWayne E. Williams, CLU, MSFS

Kurt and Arlyn WilsonBruce and Susan WorsterJames and Diane WotusDavid WylieXactly CorporationXL ConstructionBenjamin YaleElinor YokoiCecily and Fernando ZazuetaJohn and Nina Zoria

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Thank you for your generosity – Hospice of the Valley would like to express its gratitude for the generous support of our donors whose gifts over $250 were received from July 1, 2012 through June 30, 2013. Every effort has been made to assure the accuracy of donor names. If a name has been misspelled, omitted, or listed improperly, please accept our deepest apologies and contact the development department at 1.408.559.5600 so that we may correct our records.

In my grief counselor, I felt like I had this friend that walked with me, who would tell me that what I’m feeling is normal and ok.” ~ Jessica

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1.408.559.5600 • hospicevalley.org

Hospice of the Valley4850 Union AvenueSan Jose, CA 95124-5156

NONPROFIT ORGUS POSTAGE

PAIDSAN JOSE, CA

PERMIT NO. 5031

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

2012–2013 Living Every Moment TM

©2014 Hospice of the Valley. All rights reserved. 501(c)(3) non-profit corporation. Tax ID 94-2803411.