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ANNUAL REPORT 2016 ...a year of vitality and growth

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Page 1: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

ANNUAL REPORT 2016

...a year of vitality and growth

Page 2: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

ON THE COVER: Sharon Towers’ landscape bursts with color as trees, shrubs and flowers start to bloom in the Spring.

Welcome from the President & CEO

and Board Chair 3

The Sharon Towers Community 4

Leaving A Bequest 8

Financial Report 11

Residents’ Assistance Fund 12

Magnolia Villas 15

Recognizing Gifts 16

Contents

Page 3: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

Fun socks add even more excitement to yoga class!

Page 4: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

Our Mission

We enrich the lives of those we serve by providing a nurturing environment that fosters joy, purpose, and well-being.

Kelly Stranburg, Director of Vitality and Well-being, encourages residents, like Marcia Morton, Wardie

Martin and Bill Keenan, to reach their fitness goals.

Page 5: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

Board of Directors

Defloris M BaldwinAlbert S BlankenshipDouglas K BradleyPaul H (Woody) Efird, IIIMary T HammondRoberta L HarperRobert A JonesCharles W Keith, Jr Virginia L KellyKatherine L Lambert, ChairRhonda R McClainNed B McConnellNancy B NorelliCookie F ParnellDonald L PressonRandal L RippleAlison M SummervilleRobert M TeagueR Christopher ThomasJudith C WalkerCarol S Young

ANNUAL REPORT 1

Board of Advisors

Gloria H AndersonCalvin B Baird, Jr Sadler H BarnhardtRichard A Bigger, Jr Douglas W BoothEmily D BoothJames L CalderLillian M ChapmanMildred D CoxJohn T CrawfordPaul W “Ned” DavisRichard S FelknerMichael W FischerWilliam H Fox, Jr Kenneth S GarfieldB Kelly GravesJeanne HammonsLinda K HawfieldRobert C Hord, Jr Ernest B Hunter, Jr William E Keenan

Margaret A MartinM William McCollum, Jr Pender R McElroyJanet M MorganDon E OlmsteadG Dan Page, Jr Kathryn C RabyClyda S RentKatherine K RichardsW Allen Rogers, IIWilliam H Smith, IIIWilliam J SpearsFrances J ThompsonK Martin Waters, Jr Agnes B WeisigerC Rex WeltonW Murray WhisnantBetsy S WhiteW Allen Winget

Page 6: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

2 SHARON TOWERS

Resident and volunteer, Donna Wise and Director of Vitality and Well-being, Kelly Stranburg, receive the

2016 Averill C. Harkey Award of Excellence.

Page 7: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

Dear Friends,

It is our pleasure to present to you the 2016 Sharon Towers’ Annual Report We hope you enjoy reading about the progress our community has made during this past year

After many months of construction, Magnolia Villa I was completed at year end with our first residents moving into their new home in early January 2017 The response from our new residents and visitors on this new style of apartment living has been very positive Construction of our second Magnolia Villa began in May and is expected to be completed by the first quarter of 2018

We have been delighted to see an increase in the number of individuals from the greater community requesting Sharon Towers for their short-term Medicare stay needs We are proud to report that Sharon Towers’ skilled rehabilitation unit continued to maintain its 5 star rating (the top rating) with the Centers for Medicare/Medicaid Services in 2016

Our strategic plan calls for Sharon Towers to provide the best in dementia care programming for its residents We are pleased to report that Sharon Towers achieved its goal of becoming Comfort Matters accredited in October The Comfort Matters program is a resident centered program for dementia residents with the comfort of residents, families, and team members as its main objective To achieve accreditation, our team had to provide a calm environment while working to identify resident behaviors that indicated pain, or some type of discomfort All team members are empowered to develop and share approaches to address that discomfort Residents personal routines are honored, dementia friendly foods are provided, and the entire team learned and demonstrated the many competencies necessary to provide the most individualized care for our residents with dementia

Our mission to provide care and services to individuals who cannot afford to move into Sharon Towers or who have outlived their financial resources continues Sharon Towers provided $888,252 in financial assistance in 2016 This amount is in addition to the $10 1 million dollars in monthly service fee assistance Sharon Towers has provided since its inception We are proud of this history and greatly

appreciate the generosity of our donors who have made this commitment to those less fortunate possible

Thank you all for your continued interest and support of our community

Anne O Moffat Katherine L LambertPresident & CEO 2016 Board of Directors, Chair

ANNUAL REPORT 3

Page 8: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

4 SHARON TOWERS

ALZHEIMER’S ASSOCIATION

As part of our initiative to be a leader in memory support and

memory care, Sharon Towers collaborates with the Western

Carolina Chapter of the Alzheimer’s Association Sharon

Towers hosts a monthly Alzheimer’s and Related Diseases

Support Group for family and friends of those who have, or

are beginning to suffer from, dementia The group is open to

residents, families, team members, friends and members of the

greater community

The Sharon Towers Community

Seeking opportunities to serve each other and the greater

community is a value held high by the residents and

team members at Sharon Towers. Throughout 2016, we

partnered with several local non-profit organizations to

provide goods, services and meeting spaces.

Sharon Towers, the lead sponsor of the 2016 Charlotte Walk to

End Alzheimer’s, had 181 residents, team members, friends and

family members join the Sharon Tower’s Team at the Walk We not

only had the largest team of walkers but we were also the highest

fundraiser for the Charlotte Walk, collecting $33,990 for the cause!

In appreciation for our support of the Walk, Sharon Towers was

awarded the coveted Senior Cup

AVONDALE PRESBYTERIAN CHURCH

BAG MEAL MINISTRY

Each Thursday afternoon residents and team members converge

to make bag meals for the homeless Volunteers from Avondale

Presbyterian Church later deliver the meals throughout the

community In 2016, the “sandwich makers” assembled 3,000

meals

CHARLOTTE RESCUE MISSION

In December, Sharon Towers donated 40 turkeys to the Charlotte

Rescue Mission to feed the homeless at their annual Community

Christmas Meal

CLASSROOM CENTRAL

Classroom Central helps students in impoverished schools (within

Mecklenburg and six surrounding counties) by providing teachers

with backpacks, school supplies and other materials needed for

them to foster academic success in their students To assist in this

effort, Sharon Towers’ Health Care and Assisted Living residents

volunteered their time assembling pencil pouches filled with Carmen Murphy, Community Outreach Coordinator and Anna Moller greet walkers at the Sharon Towers’ sponsorship tent during the 2016 Charlotte Walk to end Alzheimers.

Page 9: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

ANNUAL REPORT 5

school supplies In 2016, 244 pencil pouches were donated to

Classroom Central Residents also clipped and collected “Boxtops

for Education” to provide extra cash for teachers to purchase school

supplies through Classroom Central The Knitter’s Unite group,

who meets monthly to share patterns, knit and crochet, provided

over 775 hand-made hats and scarves for students served by

Classroom Central

COUPONS FOR SERVICEMEN

Health Care and Assisted Living residents volunteer their time

clipping coupons as part of the Coupons for Servicemen project

Each month residents clip coupons which are sorted and mailed to

military bases for service members and their families to use, even if

they are expired!

CRISIS ASSISTANCE MINISTRY

Sharon Towers began in 2008 providing 150 bag lunches, every

other week, to Crisis Assistance Ministry for those receiving

assistance at their agency during lunch time Health Care and

Assisted living residents create inspirational greeting cards to be

delivered with the lunches Sharon Towers provided 3,750 lunches

in 2016

MECKLENBURG COUNTY SENIOR CENTER HEALTH

RISK ASSESSMENT TESTING OUTREACH

In alignment with Sharon Towers’ long term strategic goal of

creating a culture of vitality and well-being, Sharon Towers

partnered with UNCC’s Kinesiology Department and the

Mecklenburg County Parks and Recreation Senior Centers to create

a Health Risk Assessment program to serve older adults at the

Senior Centers in Mecklenburg County With funding from Sharon

Towers, the project aims to identify health risk factors in participants

at the Senior Centers and provide participants immediate feedback

and education UNCC graduate assistants develop and implement

physical activity programs at each Senior Center to help seniors

improve their overall health The graduate assistants also track

participants health improvements and assess overall impact of the

health risk testing, physical activity intervention and the effectiveness

of early intervention protocol

MEETING SPACES

Sharon Towers is proud to offer meeting spaces for church circles,

community organizations and other outside groups to meet Over

30 community organizations utilized areas of our beautiful facility

throughout the year

Graduate assistants from UNCC’s Kinesiology Department (with funding from Sharon Towers) conduct health risk assessments on older adults at one of six Charlotte Senior Center sites.

Page 10: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

6 SHARON TOWERS

SHARON TOWERS SHARES

A sub-committee of Sharon Towers’ Residents’ Council created the

Sharon Towers Shares initiative The service projects are a way for

residents and team members to join forces in giving back to our

greater community The Shares initiative focused on four projects:

Alzheimer’s Association Basket Raffle

Residents, team members and individual departments at

Sharon Towers created 27 themed baskets to be raffled

Individuals purchased raffle tickets for chances to win one or

more of the baskets Over $5,500 was raised to support the

Alzheimer’s Association

A Child’s Place

Sharon Towers donated over 700 articles of clothing to be given

to homeless children at Christmas

Loaves & Fishes

Residents and team members collected monetary donations

and 472 pounds of food to help Loaves & Fishes provide

nutritious groceries to individuals and families in Charlotte-

Mecklenburg who find themselves in a short-term crisis

Second Harvest Food Bank of the Metrolina

Residents hosted a cereal drive to help stock the pantry of

the Second Harvest Food Bank in order for them to provide

breakfast to children who typically do not get breakfast when

school is out during the summer months Residents and team

members donated 152 pounds of cereal

THE TREASURE CHEST

The Treasure Chest, Sharon Towers’ resale shop, is filled with true

treasures Items donated to Sharon Towers, that cannot be used,

are sold at bargain prices Managed by a group of highly dedicated

resident volunteers, the Treasure Chest generates revenue that is

used to provide supplies and equipment that enrich the lives of

residents living in Health Care and Assisted Living In addition to

the proceeds from items in the shop, the proceeds from the Treasure

Chest Fashion Show and Auction helped increase the amount

earned by the Treasure Chest to over $12,250 in 2016

The proceeds from our gift basket raffle benefit the Alzheirmer’s Association, one of Sharon Towers’ community partners.

Resident Jackie Ardis and Director of Environmental Services, Brad Aschenbrenner strut their stuff at the Treasure Chest Fashion Show and Auction, benefiting Sharon Towers’ Health Care Center.

Page 11: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

Under the guidance of the Sharon Towers’ Interiors Committee, updated furniture and décor bring a new look to the East Tower.

Page 12: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

8 SHARON TOWERS

Leaving a Bequest to Sharon Towers

THERE ARE A NUMBER OF WAYS IN WHICH SHARON TOWERS CAN BE HELPED THROUGH A BEQUEST

FOR EXAMPLE:

You can give a specific amount of money or an item such as stock, property, jewelry or other items of value

You can donate a percentage of your estate

After providing for family and friends, you may also decide to leave the residual of your estate to Sharon Towers

Sharing our faith and material blessings allows us to provide needed

financial support to residents who have outlived their resources

The Sharon Towers Residents’ Assistance Program gives hope

to residents when life circumstances have changed and financial

resources are depleted Sharing your blessings with others closest to

home provides a legacy worthy of deep consideration

FOR MORE INFORMATION

Please contact Kimberly Flack, Director of Development at

(704) 553-3817 or kflack@sharontowers org

For many people, leaving a bequest is a chance to give more than they could imagine during their lifetime, and

to express deeply-held values in a lasting way. Making a will is a wonderful opportunity to give something back.

Your will is, after all, not only a financial document but a way of ensuring that the values you live by, live on.

Page 13: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

ANNUAL GIVING REPORT 9

James Alexander*Margaret Allison*Peggie Austin*Dorothy and Jack Baker*Mildred Baker*Grace Batten*Caroline Baughman*Mildred Beard*Mildred Beaty*Thomas Belk*Linda and David BennettHazel Bigger*Viola Billue*Cleo Blackwelder*Emily and Doug BoothMarinell BostianDorothy Bradley*Cassie BroadwayAnita Stewart Brown*Grace and Bill* BurtonNancy Godfrey Cates*J Boyce Choate*Marie and Herman Clanton*Anna CouncilmanElizabeth Crockett*Jane and Ray* CunninghamRose DanielLoran Danielson*Claire* and Don DartnallAmy and Gene Davis*Katharine Dietler*Margaret Douglas*Mary and Kennedy Dwight*Pauline Berry Dysart*

Carrie Ferguson*Joe Franzle*Mary Moore Frick*Bill Gammage*Eudora Garrison*Sammy and Bob* GatewoodPeter Gilchrist*Nina Godfrey*Anne and Alec GloverTatra and Edward Glover*Carolyn Good*Katherine* and Price GwynnWillie Choate Hampton*Romola Davis Hardy*Kathleen Foard Harkey*Jeanette and Paul* HelmsMary and Jack Henderson*Jackson Gordon Henderson*Peaches and John* HicksHelen Hines*Margaret and Emory* HolroydDot and Jim HowellEthel Coffey Hoyle*Dorothy Hutchison*Rusty Jenkins*Belle Johnston*Ray and Betty* KillianVivia King*Dorothy Knox*Nellie and Andy* LesnickE H Little*Sara Little*Albert and Lillian* LylesRachel Mason*

Marie McCandless*Lucy and Bill McClelland*Frances McEachern*Scottie McEwen*Marilyn McGarity*Marceline McIntire*Max McKinnon*Virginia and Bob McMullen*Bill MeanorDerek MelumMargaret Miller*Mary Alice Miller*Sue and Marvin Miller*Ella Ann Mills*Anne and Chris MoffatMichaelle Moon*Anne and Lee MorrisJean Muller*Betty MullissSuter Neale*Betty Newson*Nancy NickelsAda and John OfferdahlSusan and Ben Pearce*Alida Pfaehler*Evelyn and Robert* PharrPolly and Harry Pickett*Heleah Porter*Miriam Reid*Angela and John RigsbeeEarle Roberts*Rosa Robinson*John Roddey*Frances and John Roseboro*

Eloise and Tom* RushforthSam and Eleanor Rutland*Geoffrey and John SchottRachael Sharpe*Virginia and Carl Short*Anne Smith*Hazelene Sparks*Virginia Stacy*Robert Stilwell*Hila and David Stratton*Carrie Belle Strayhorn*Dorothea and Conger Stroupe*Elizabeth Tate*Katherine Thomas*Jim Trembath*Julia and Charles Trice*Mary UttingMargaret Vander Veer*Nancy and Mason Wallace*Walter Wallace, Jr *Margaret Washburn*Sue Wayne*Rachel West*Virginia Whisnant*Elizabeth Will*Sarah Wilson*Lucy Witherspoon*Jane and Dan Wolfe*Lois and Marc YandleJane Yarbrough*

* denotes deceased

STROUPE LEGACY CIRCLE

The following individuals have made, or made known, their intentions of insuring the future of Sharon Towers through a planned gift such as

a charitable bequest, gift annuity, insurance gift or charitable trust

Page 14: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

10 SHARON TOWERS

EXPENDITURES

REVENUE SOURCESIndependent Living 35%

Health Care / Medicare 30%

Entrance Fees Amortized 15%

Assisted Living 8%

Other Operating Income 7%

Investment Income 3%

Contributions 2%

Salaries & Payroll Taxes 43%

Depreciation 11%

Food & Dietary 7%

Housekeeping &Maintenance 7%

Employee Benefits 7%

Medical Supplies & Services 6%

Utilities & Communications 5%

Charity Care/ 5% Community Benefits

Other 4 5%

Interest Expense 2%

Insurance 1 5%

Capital Expenses 1%Financials are unaudited

Page 15: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

ANNUAL REPORT 11

Financial Report 2016

STATEMENT OF FINANCIAL POSITIONASSETS

Cash & Cash Equivalents $1,640,000Investments 16,419,000Accounts Receivable 1,022,000Prepaid Expenses & Other 193,000Property & Equipment (Net) 50,920,000

TOTAL ASSETS . . . . . . . . . . . . . . . . . . . .$70,194,000

LIABILITIES Accounts Payable $741,000Accrued Payables 1,211,000Refundable Entry Fees 4,861,000Deferred Income 12,677,000Bonds & Notes Payable 14,059,000Interest Rate Swap Contract 276,000

TOTAL LIABILITIES . . . . . . . . . . . . . . .$33,825,000

NET ASSETS Unrestricted 33,092,000Temporarily Restricted 324,000Permanently Restricted 2,953,000

TOTAL NET ASSETS . . . . . . . . . . . . . . .$36,369,000

TOTAL LIABILITIES & NET ASSETS . . . . . . . . . . . . . . . . . .$70,194,000

STATEMENT OF ACTIVITIESUNRESTRICTED REVENUE

Independent Living $7,939,000 Assisted Living 1,902,000 Health Care 6,971,000Other Operating Income 1,524,000Entrance Fees Amortized 3,380,000 Contributions 509,000 Investment Income 649,000

TOTAL UNRESTRICTED REVENUE . . . . . . . . . . . . . . . . . . . . . .$22,874,000

EXPENDITURES Salaries & Payroll Taxes 9,203,634 Employee Benefits 1,545,474Depreciation 2,355,000 Food & Dietary Service 1,490,000 Housekeeping & Maintenance 1,575,000 Utilities & Communications 1,014,000 Charity Care & Community Benefits 1,033,000 Interest Expense 407,000 Insurance 327,000 Medical Supplies & Services 1,279,000 Capital Expenses 186,000 Professional, Supplies & Other 980,892

TOTAL UNRESTRICTED EXPENSES . . . . . . . . . . . . . . . . . . . . .$21,396,000

CHANGE IN UNRESTRICTED ASSETS . . . . . . . . . . . . . . . . . . . . . . . . .$1,478,000Restricted Contributions 257,000

Restricted Investment Income 57,000

TOTAL CHANGE IN NET ASSETS . . . . .$1,792,000

Page 16: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

For the past 47 years, Sharon Towers has been guided by a mission that promotes a nurturing environment that fosters joy,

purpose and well-being in those who live, work or visit here Our early leaders, laying the groundwork for this environment,

adopted a caring and loving mindset that continues today They emphasized the importance of investing in others and taking

care of those in the community; especially those with financial need The Residents’ Assistance Program is one way we continue

to promote this mindset and carry out our mission

Gifts made annually to Sharon Towers and the Residents’ Assistance Fund allow us to provide financial support to those in need

Residents and prospective residents receive support in the way of waived Entrance Fees or, most commonly, monthly service fee

assistance Since Sharon Towers opened, one hundred forty-two residents have received $11 1 million in monthly assistance

In addition, $5 7 million in entrance fees have been waived for two hundred twenty-two individuals In 2016, twenty-one

individuals received assistance totaling $888,252 These recipients, who remain anonymous, are friends and neighbors who,

thanks to your generosity, have the security of knowing that they are well cared for

Sharon Towers is fortunate to have the support of churches, foundations and individuals, like you, who support us with your

in-kind or monetary gifts for projects, programs and services at Sharon Towers, including the Residents’ Assistance Program

These gifts each year ensure that we can continue to meet the needs of our residents and our community In 2016, we received

$1,256,573, with $256,622 designated to the Residents’

Assistance Program

We thank you, our donors, for helping us to continue our

mission and invest in the lives of those in our community

Sharon Towers’ history and success is thanks to you and

your involvement We are blessed by your continued

support, friendship and compassion

12 SHARON TOWERS

Residents’ Assistance Fund

Page 17: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

ANNUAL GIVING REPORT 6Residents Virginia Lawing and Mildred Rizk enjoy a cup of cider and fellowship at the annual Angel Tree ceremony, which benefits the Residents’

Assistance Fund.

Page 18: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

14 SHARON TOWERS

Page 19: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

The Magnolia Villa, Sharon Towers’ newest Independent living accommodation, offers residents a luxurious new home with a carefree lifestyle.

The holidays are filled with excitement and anticipation as we wait to open presents

wrapped so neatly under the Christmas tree At Sharon Towers, 2016 was filled with a

similar excitement and anticipation as Board members, team members, family members and

residents awaited the completion of our first Magnolia Villa By the end of 2016, boxes were

packed, moving trucks were idling and Villa residents were ready to make Sharon Towers

their permanent home On January 4, 2017, the first of twenty-five new Villa residents

moved in

As residents began to move into Magnolia Villa I, excitement was building next door with

bulldozers ready to start construction on Magnolia Villa II The Villas are an extension of

Sharon Towers’ strategic plan to provide services, programming and living accommodations

that serve our residents and the older population of Charlotte The Villas are the first of

many expansions, outlined in Sharon Towers Master Campus Plan, planned for the future

The Villas are comprised of eighteen independent living apartments on three floors Homes

range from 1,365 to 1,940 square feet with convenient and secure under-building parking

Residents enjoy open floor plans with spacious rooms, luxury finishes, plenty of storage and

even shuttle service

Villa II is selling fast, with over a third of the apartments reserved by the end of 2016

At this rate, we anticipate all eighteen apartments will be spoken for soon Contact the

Marketing Department at 704-556-3231 for more information about the Villas or residency

at Sharon Towers

Magnolia Villas

ANNUAL REPORT 15

Page 20: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

16 SHARON TOWERS

FOUNDERS($5,000 and above)

AnonymousAlwinell FoundationWillima H Barnhardt Endowment FundMrs Orpha R BaxterMr and Mrs Douglas W BoothDrs James and Jane CrostwaiteEstate of Walter Ray CunninghamMrs Jeannette P HelmsMr and Mrs Robert E Mason, IIIEstate of Virginia McMullenEstate of Ida H ParnellEstate of J W RosebroSharon Towers Residents’ CouncilMr and Mrs C Brent Trexler, Jr Estate of Charles A TriceMr and Mrs Marcus E Yandle

LEADERS($2,500-4,999)

Dr and Mrs Mark B ArdisMr and Mrs Albert S Blankenship, Jr Mrs Jean BoggsMrs Becky BoulwareDr and Mrs Donald V ChambleeMr Thomas HarrisMr and Mrs James S HowellMr William E KeenanMr and Mrs M William McCollum, Jr Mrs Jean S MullerDr and Mrs Henry H Nicholson, Jr Mr and Mrs William C ParishMr and Mrs W Kent Walker

Recognizing Gifts to Sharon Towers

CHAIRMANS($1,000-2,499)

Mr and Mrs Vernon T Anderson, Jr Mrs Bobbye W AshmoreMrs Mamie-Clara BakerMr Charles A Barkley, Jr Mr and Mrs Sadler H BarnhardtThe Katherine and Thomas M Belk FoundationMr and Mrs Richard A Bigger, Jr Mr Ralph W and Dr Marinell BostianMr and Mrs Michael J BrownMrs Grace H BurtonMr and Mrs John C CarverMr Bernard B Clark and Mrs Mimi BurkeMrs Barbara D CooperMrs Jane Crook CunninghamMr Rufus M DaltonMr and Mrs Ned DavisMr and Mrs Rick DimmetteMr and Mrs Robert T Dooley, Jr Mr and Mrs H Malloy Evans, Jr Mr and Mrs Michael W FischerMr and Mrs Joseph P Fountain, Jr Mr Joseph E FranzleMr and Mrs John Cameron GoodmanMr and Mrs B Kelly GravesMr Price H Gwynn, IIIMs Marsha Miller HannaThe Harkey Foundation, Inc Mr and Mrs Ben HawfieldMr and Mrs Robert C Hord, Jr Mr and Mrs Robert A JonesMr Charles William Keith, Jr

Mrs Imogene KinneyMs Katherine L LambertMrs Virginia M LewisMr and Mrs Chris E MoffatMr and Mrs E Fitzgerald Parnell, IIIMr and Mrs B Gale PendergraphMr William V PorterMrs Kathryn C PreyerClya and George RentMr and Mrs John F RigsbeeMr and Mrs Randy RippleDr and Mrs William D SummervilleMr and Mrs Marvin S WardMr and Mrs Hannibal G Warren, Jr Mr K Martin Waters, Jr Wells Fargo Insurance ServicesMr and Mrs W Allen WingetMrs Carol S Young

Bob and Anne McDade are two of the 325 residents who call Sharon Towers home.

Page 21: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

ANNUAL REPORT 17

Topper Amerson, Director of Facilities and resident Iris Kimble hang angel ornaments on the Angel Tree.

5100 SOCIETY($500-999)Mr and Mrs Paul A AndersonMr and Mrs Calvin B Baird, Jr Baird Foundation, Inc Mr and Mrs Thomas M Barnhardt, IIIMs J Helen BrackettMr and Mrs Douglas K BradleyMr and Mrs Ralph E BriceMr J Gentry CaudillMrs Anna B CouncilmanMr Robert Donald Dartnall, Sr Mrs Ruth H DrumMr Joseph P Fountain, IIIMs Muffin D GrantMs Mary T HammondMr and Mrs George R HodgesMr and Mrs John C KilpatrickMiss Iris N KimbleMrs Charles L KirbyMrs Janet R LeeMrs Nellie C LesnickMs Virginia G LewisDr Albert M Lyles

Mr Bob McCaugheltyMr and Mrs James Martin, Jr Mrs Sara F McKeeMs Katherine K RichardsMs Nora Tucker RockecharlieMrs Eloise W RushforthMr and Mrs William T StanfordMr Phillip SummaMrs Marjorie W TateMr and Mrs Robert M TeagueMr and Mrs Larry David ThamesMr R Christopher ThomasMrs Letitia Evans ThompsonDr Thornton W TuckerMr and Mrs Edward T WeisigerMr and Mrs Jere W WitherspoonMr and Mrs Thomas H Woollen

Page 22: ANNUAL REPORT 2016 - Sharon Towers€¦ · ANNUAL REPORT 1 Board of Advisors. Gloria H Anderson Calvin B Baird, Jr Sadler H Barnhardt Richard A Bigger, Jr Douglas W Booth Emily D

18 SHARON TOWERS

Recognizing Gifts to Sharon Towers

FRIENDS($1-499)

Ms Jan AhernMs Florence AikenMs Frances P AlexanderMr and Mrs Lindon O AlexanderMrs Sallie AlexanderMr and Mrs Topper AmersonMs Nancy H AmosMs Patricia P Anderson and Ms Pamela P ReidMr and Mrs R Bird Anderson, Jr Mr Roland Bird AndersonMr William L Anderson, Jr AnonymousMr and Mrs James Appleby, Jr Mrs Ann L ArmstrongMs Patricia Turi ArnoldMrs Elizabeth H AstinMr and Mrs J Murrey AtkinsMr and Mrs Billy AustinMr and Mrs Frank B Aycock, IIIMr and Mrs William Darrell AyersMr and Mrs Morris B BagwellMr Chuck BakerMr and Mrs Kerry L Baker

Dr Defloris M BaldwinMrs Dorothy L BallBallabox Co , Inc Ms Alice J BallengerMr John M BarryMrs Mary BarryMrs Susan BattleMr John F Baxter

Mr and Mrs C R BeddingfieldMs Brandon BensleyMrs Patricia W BentonMrs Dee Bessey and Mr Tom YoppBlacka Jessup & Henderson, LLPMr Richard H BlackwellMr and Mrs Ben BlankenshipMs Ann C BlinnMr and Mrs Jerry BlueMr and Mrs Arnold BoggsMr and Mrs Alan A BowenMrs Mary Manning BoyerMs Doris Anne BradleyMr and Mrs David Allen BrantleyMr and Mrs Larry BriggsMr and Mrs John Broadway, Jr Mrs Mary K BroadwayMrs Virginia M BrookshireMr and Mrs J Kent BrothertonMs Mary Collins BrothertonMr and Mrs John W Brown, Jr Ms Susan G BrownMr and Mrs George Stephen BuckDr and Mrs Charles A BushMs Mary F ButlerMrs Sadie W Byerly

Ms Barbara Freil CaineMr and Mrs Everett CameronMrs Sybil H CampbellMrs Nancy A CarpenterDr and Mrs Joseph E CarruthMr and Mrs Henry M Carter, Jr Miss Katherine CarterMr and Mrs Jerry Castelloe

Mrs Helen D CatheyMr and Mrs James G CatledgeMs Lynn CenterMrs Louise P ChambersMr and Mrs Phillip C ChapmanCharlotte Miniature SocietyMrs Jane ClappMs Ann R ClarkMr and Mrs Julian J Clark, Jr Mr and Mrs William A ColeyMr and Mrs Robert F ColwellMr and Mrs Samuel L Combs, IIIMr and Mrs Kevin J ConnellMr and Mrs Walter A Cooper, Jr Mrs Ann M CopelandMs G Patricia CoxMr William J Craemer and Mr Guy H HugginsMr Robert D CroskeryMs Mary Frances CrowellMrs Patricia T CrutchfieldMiss Betty G CunninghamMr and Mrs Ralph CunninghamMr W R Cuthbertson, Jr Mr and Mrs Eugene O DanielsMr and Mrs George Davis

Ms Jean B DavisMrs JoAnne E DavisMrs Sara H DavisMr and Mrs Clifford M Deal, Jr Mr and Mrs Glen DeligdischDeSignia Inc Mr and Mrs E Charles DickersonMr and Mrs Stuart J Dickerson

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Ms Kit DorrierMr and Mrs Kerry D DraegerMr and Mrs Fred DulaMs Dee Ferrell EakerMs Mary Lane EarlyMr and Mrs T Arthur EdgertonMs Mary G EdwardsMrs Lynn EfirdMr and Mrs Paul H Efird, IIIMr and Mrs J C B EhringhausMrs Elgerine S ElliottMrs Billie Sledge ErwinMrs Demerice W ErwinMr and Mrs R A FairclothMs Carolyn S FakadejMr and Mrs Simpson Z FantMr Douglas M FarisMs Helen D FarisMrs W Susanne FaustMr and Mrs Thomas K FehringMr and Mrs James FlackMr and Mrs Scott FligelMrs Mildred FolkMr and Mrs Charles ForbesMr Cody FountainMr and Mrs William H Fox, Jr

Freeman White, Inc Mr Richard A Freund and Mr Thomas WeaklandMr and Mrs Leston T FunderburkMr Charles L GaitherMrs Theresa D GastonMrs Margaret B GatewoodGeorgiaTrends

Mrs Closs J GilmerMrs Julia M GlennMrs Dorothy B GodwinMr Robert G GoodmanMrs Nancy P GoolsbyMr Everett E Gourley, Jr Mrs Jean H GraeberMr and Mrs Eugene B Graham, IIIMr Frank B GraperJudge Marvin K GrayMs Martha E GriffinMs Susan F GroveMr and Mrs Preston GuitonMr and Mrs Charles HammondMr and Mrs Michael B HammonsMr and Mrs W Frank HardageMrs Anne D HarkeyMrs Kathleen Foard HarkeyMr Alan E HarmMr and Mrs Michael HarperMr Cecil W Harrison Jr Harrisonburg Partners in MinistryMr and Mrs Herbert L HarrissMr and Mrs William T HartMrs Wilma S HauserMr and Mrs Charles U HayesMr and Mrs Rick HaysMr and Mrs William B HeeneyMr and Mrs Barry N HickmanDr and Mrs Jack B HobsonMr and Mrs William P HobsonMr Thomas M HollandMrs Margaret G HolroydMr and Mrs James Hovis

ANNUAL REPORT 19Ray Weidler and pet Max take a photo break during their daily walk around campus.

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20 SHARON TOWERS

Mr and Mrs Charles E HughesMr and Mrs Ernest B Hunter, Jr Mr and Mrs H Bryan Ives, IIIMr and Mrs David A JenkinsMr John E Jenkins, Jr Mr and Mrs Willis C Jenkins, IIIMr and Mrs Ralph L JenkinsonMs Emily H JohnsonMr and Mrs Robert B JohnsonMr and Mrs G Miller JordanMs Mary B KeithMs Mary Ellen KennedyDr David and Dr Lisa KernsMrs Sally L KernsMs Danielle O KiddDr and Mrs Joseph H Killian, Jr Mr and Mrs Ray A Killian, Jr Mr Ray A Killian, Sr Mrs Berma Jean KincaidMrs Betty G KirbyMrs Carolyn W KitchenMr and Mrs W James KitchensMr and Mrs Jeffrey L KornegayMrs Edgar G KornegayMrs Susan P Kornegay

Mrs Elizabeth W KuesterMs Janice S LadleyMs Betty Lynn Gilbert LambertMs Virginia Baughman LawingMr Bennett F LawsonMr and Mrs J Mark LeggettMrs Betty Bell Liles

Recognizing Gifts to Sharon Towers

Mr George K LivingstonMr and Mrs John W LongMrs MaryGene LongeneckerMr and Mrs W F Lowry, Jr Mr and Mrs Donald E LuekertMr David MacaulayMr A Burton Mackey, Jr Mr and Mrs Dan B MackeyMr and Mrs John C MacNeill, Jr Ms Jane Carol MaddoxMr and Mrs Robert A MajeskiMr and Mrs William T Manson, IIIMr and Mrs David L March, Jr Ms Anne T MartinMrs Helen M MartinMr Palmer MayMr and Mrs Kermit L MayberryMr and Mrs David L MayfieldMr and Mrs Edward B McConnellMrs Elizabeth D McCoyMrs Frances M McCoyMs Cynthia McCulloughMr and Mrs William R McDadeMs Frances A McDowellMrs Kathryn A McEntire

Mrs Marion McGahaMr and Mrs John K McGillMrs Melessia M McGinnisMr and Mrs John Woods McKayMr and Mrs J B MeanorMrs Pauline L MickleMs Elizabeth T Miller

Mrs Louise C MillerMr and Mrs Dave MitchellMr and Mrs Kent D MitchellMs Anna K MoellerMr and Mrs Jeffrey G MokrisMrs Sue C MontagueMrs Doris E MooreElizabeth Coulter MooreMr and Mrs James L Moore, Jr Mr and Mrs J Lee MorrisMrs Susan B MorrisMr and Mrs James H MortonDr and Mrs Brent MullisMiss Lillian B NealMr and Mrs Humbert S NelliMiss Nancy NickelsMrs Nancy B NorelliMr and Mrs Robert M O’BrienMr and Mrs John E OfferdahlMs Sally Ann O’HarrowMr and Mrs Ralph OlivaMrs Lynda C OpdykeMr and Mrs John PackardMr and Mrs G Dan Page, Jr Mrs Betty Long Patterson

Mrs Margaret PeakeMiss Louise PickensMrs Margaret B PierceMrs Jackie PlottMr and Mrs Joe D PoolMs Melanie PowerPoyner Spruill

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ANNUAL REPORT 21

Mr and Mrs Donald L PressonMr Norris W Preyer, Jr and Dr Lucy W PreyerMr and Mrs Reggie RamseyMr and Mrs William R RandallMrs Margaret A RansonMr and Mrs Richard RansonMr and Mrs Calvin L ReidMr and Mrs Andrew W ReynoldsDr R Kent Rhodes and Dr Marsha J RhodesMs Anna Vee RiceMs Elizabeth RichMr and Mrs Stephen D RichMrs Barbara Crow RiversMs Mildred RizkThe Reverend Earle D RobertsMrs Linda C RobertsMrs Sally G RollinsMrs Lucille P RossMrs Beverley N RotertMr and Mrs Thomas J RushMrs Cynthia SalviaMs Elizabeth Jean SchaeferMrs Rebecca S Schenck

Mr and Mrs Wade N SeymourMr and Mrs Lee SheafferMr and Mrs Thomas N ShepherdMr Richard A ShirleyMrs Dorothy S ShoafMr and Mrs Raleigh A ShoemakerDr and Mrs Charles Simonton, III

Mr and Mrs George A SloanMr and Mrs David P SmithMr and Mrs Gerald K SmithMs Pauline T SmithMr and Mrs R Clayton SmithThe Reverend Catherine C SnyderSouth Hill Condominium Owners Association IncSouthpark Lions ClubMs Joann S SpeasMr and Mrs Thomas E StanleyMr and Mrs Terry S StartsmanMr and Mrs Robert M StiegelMr and Mrs D Scott StitcherMr and Mrs W C StokesMrs Connie T StoutMs Kelly A StranburgMrs Jane Y StraughnMr and Mrs Thomas S StukesMrs Jan D SullivanMs Betty J SwanquistMr and Mrs Richard Vance TarrMr and Mrs Gerald A TeeleMs Ann D ThomasMr and Mrs Carl M ThomassonMr and Mrs Andrew C ThomassonMr George M Hunter and Mrs Catherine ThompsonMr and Mrs William A ThompsonMs Lindsay K TiceMs Ann J TimberlakeReverend Dr and Mrs John Y Todd, III

Floor yoga is just one of the many exercise classes offered each week at Sharon Towers.

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Recognizing Gifts to Sharon Towers

22 SHARON TOWERS

Mr James H TrexlerMr and Mrs Paul H TrotterMr and Mrs William H Trotter, Jr Mr and Mrs John L UsiltonMs Mary Emogene UttingMr and Mrs Van VagianosMrs Tanja VossenMs Evelyn C WalkerDr Nancy Watson WalkerMr and Mrs William H Walker, Jr Mrs Frances B WanskerMr and Mrs Simon V Ward, IIIMr and Mrs R Freman WardellMr and Mrs Dean WarrenMr and Mrs Willis WeathingtonMr and Mrs H Raymond Weeks, Jr Ms M Carol WeeksMr Raymond R WeidlerMrs Jean B WhiteMrs Marietta C WhiteMr and Mrs Stokes White, Jr Mrs Meda WhitescarverMr and Mrs Terrence H WiseMr and Mrs Christopher A WithrowMrs Elizabeth C WoodMr and Mrs Robert Wood, Jr Dr and Mrs H Linton WrayMr and Mrs Jim WrenMr and Mrs David L Yellow RobeDr and Mrs Edwin S Young, Jr Mr and Mrs Philip H Young

GIFTS IN-KINDMr and Mrs Topper AmersonMs Ellen C ArcherDr and Mrs Raymond A BaroneMrs Susan BattleMr and Mrs C Robert BeairdMrs Mildred M BeardMrs Patricia W BentonMs Ann C BlinnMr and Mrs Douglas W BoothMr Ralph W and Dr Marinell BostianMrs Dorothy W BroadnaxMrs Sybil H CampbellMrs Lib CathcartMrs Anna B CouncilmanMr and Mrs Robert D CulbertsonMrs Jane Crook CunninghamMrs Eugene L Daniel, Jr Mrs Ann M ElliotMrs Elgerine S ElliottMr and Mrs R A FairclothMrs W Susanne FaustMrs Ellen L FosterMr and Mrs John FreemanMrs Theresa D GastonMrs Margaret B GatewoodMrs Nancy P GoolsbyMr and Mrs Hunter GourleyMs Holley GreeneMr and Mrs Richard A HaakeMr and Mrs Skeet Harris

Mr Thomas HarrisMs Hendrika H HatleyMr Gary HelmsMrs Patricia G HerndonMr and Mrs Walter N HobbsMrs Margaret G HolroydMr and Mrs James S HowellMr and Mrs Ernest B Hunter, Jr Dr and Mrs Robert IwaokaMs Janie Gay JonesMr Ray A Killian, Sr Mr and Mrs David LaFaveMr James C LeathersMr and Mrs J Mark LeggettMs Jane Carol MaddoxMs Carol MaddoxMs Cynthia McCulloughMr and Mrs John Woods McKayMrs Nancy Simonton McLainDr David S MeltonMr Darwin MichaelisMr and Mrs James L Moore, Jr Elizabeth Coulter MooreMrs Lisa Lee MorganMr and Mrs David A NeelMr and Mrs Erskine NeelMr James H NorthcuttMr and Mrs John E OfferdahlMr and Mrs Mike PaceMr and Mrs John PackardMr and Mrs E Fitzgerald Parnell, IIIMrs Betty Long Patterson

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ANNUAL REPORT 23

Mrs Susan PattersonMr James C Pearce, IIMrs Linda RipepiMr Earle D Roberts, Jr Ms Nora Tucker RockecharlieMrs Eloise W RushforthMr and Mrs William J SpearsMs Jean SummervilleMr and Mrs Robert J WanskerMr Craig M WardlawMrs Elizabeth J WeingartMr Andrew WestMr and Mrs Owen H WhitfieldMr and Mrs Christopher A WithrowMrs Keela Young

CHURCHAlbemarle Road Presyberian Church Circle 4Covenant Presbyterian ChurchCovenant Presbyterian Church Lydia CircleFirst Presbyterian Church of AlbemarleGilwood Presbyterian ChurchMyers Park Presbyterian ChurchPaw Creek PresbyterianSharon Presbyerian Church Circle 7

Barbara Cooper takes the helm of the Island Belle sternwheeler as she and other residents head for Blennerhassett Island, during a trip to West Virginia.

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5100 Sharon RoadCharlotte, North Carolina 28210

www.sharontowers.org

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PAIDCHARLOTTE, NC

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