2 0 1 6 A N N U A L R E P O R T

The Missionof Homeward Bound

Providing Innovative & Life-Enriching Services to Children, Adolescents and Adults with Disabilities

Many of the successes I report in this letter illustrate how Homeward Bound manages, finances, and works with its partners in many ways to achieve its mission. These are all important activities and we are grateful for the help we receive in achieving them. What is most important about these activities however, is how their outcomes contribute to the accomplishment of Homeward Bound’s mission.

Homeward Bound has long recognized the importance of a “real home” for individuals to live in. The organization certainly works hard at the basics of

operating homes: creating a home that fits into the neighborhood, that is well-maintained, and that keeps people safe and comfortable. We have found ways to invest our own resources in our homes and to partner with others to meet these objectives, but there is more to it than that.

A “real home” means a home that matches the needs and preferences of the individuals who live there, just as we look for homes that match our family’s needs and preferences. A “real home” is easy to live in, so we ensure that our homes are such that direct contact staff can move about and get their work done easily. A “real home” looks the way we want it to look, so individuals have lots of choice about decorations and colors and layout. Finally, a “real home” is about letting individuals grow in capacity, just as we manage our homes to match our growing families.

You will read later about some specific examples of how we do this. Sometimes, by creating such a “real home” we find out about capacities that our individuals have about which we never knew!

Homeward Bound was again supported by its partners as generously as any year. For the second year in a row, we had the best financial results from our golf tournament ever. Over $100,000 was raised that contributed to our capital budget, not including the major project at our Bluebird home, which was valued at over $225,000 in product donations and in-kind services! Thank you BATC Foundation, BATC members, and Vujovich Design Build!

Homeward Bound made progress in diversifying its services by partnering with Hennepin County, the state, and families in need.

Homeward Bound took over services for three individuals previously served by state operated community services, and opened a new home for these individuals with medical needs. In addition, we grew HBI’s new Individual Housing Options program for individuals who wish to live in their own homes to 18 persons by the end of the year.

Even in the face of an unprecedented labor shortage, the state unwisely and dramatically lessened it’s fiscal commitment toindividuals with disabilities. It did not authorize any COLA for disability services. Despite the state’s fiscal imprudence, Homeward Bound managed a $0.25 wage increase for DSP staff and even more in some targeted instances for other direct contact staff.

Homeward Bound’s human resources department hired over 150 staff persons in 2016 despite the labor shortage. HBI’s managers maintained a turnover rate of only 24%, a figure which is the envy of the industry.

Homeward Bound continued to makeover its budget and operations in response to the state’s complete redesign of disability services in licensing, operations, protection and rate-setting. Its finances remain in excellent shape. Finally, we were able to contribute significant funds towards an employee education program as well.

None of these accomplishments were achieved alone. They were born of the art of securing and strengthening partnerships with the members of our Corporate and Foundation Boards of Directors, family members, friends, employees, and donor community partners. Over the years, the many individuals we serve at Homeward Bound have benefitted from the gracious generosity of our partners who donate scarce resources. This generosity has allowed Homeward Bound to meet the challenges of 2016. On their behalf, I say thank you for all that you have done and for your continued support!

Don Priebe, CEO

In 2016 the BATC Foundation and Vujovich Design Build graciously took Bluebird House under their wing to design and build a new family room addition, bedroom, bathroom, laundry room, storage area and new deck. With the help of The BATC Foundation and 36 BATC member organizations, Vujovich Design Build coordinated a renovation of our Homeward Bound Bluebird House with a donation value of over $225,000 making this dream project became a reality and helping to make this house a home! This generous donation given through hard work and hundreds of hours of time, not only expanded and changed the physical space, it also profoundly affected the lives of the individuals living in the home and for some it gave them wings. Shortly after the space was finished, Randy, one of the young men who call Bluebird home, began to propel his wheelchair around the house on his own. Homeward Bound staff never knew Randy could do this, because previously there was not enough space for Randy to move about on his own. This home renovation has brought a new lightness to the home, a bright, expansive space now large enough for the individuals, staff and families to breath, stretch, move freely and smile as they take it all in.

FINISHED RENOVATION OF THE BLUEBIRD HOUSE

PERRI GRAHAM-RAFF, EXECUTIVE DIRECTOR OF THE BATC FOUNDATION AND BATC FOUNDATION BOARD MEMBERS

The BATC Foundation was founded in 1995 as the charitable arm of the Builders Association of the Twin Cities.  Working in partnership with other community organizations, they strive to revitalize communities and create safe, quality, affordable housing.  They accomplish this by working with their Build Partners, BATC members and other supporters who donate materials, labor and expertise to help those in need. 

Vujovich Design Build has been building and remodeling unique Twin-cities homes for over forty years. Specializing in historical restoration, whole house remodels, custom new homes, as well as unique kitchens, baths, and additions, the Vujovich team has built a reputation for creating award winning projects showcasing innovation and craftsmanship, all along the way giving back to the community and organizations like Homeward Bound.

FINISHED RENOVATION OF THE BLUEBIRD HOUSE

BATC FOUNDATION AND HOMEWARD BOUND BOARD MEMBERS PATRICK (SWEDE) CARLANDER, VUJOVICH DESIGN BUILD

EULL WOODWORKS

Eull Woodworks has been designing and handcrafting stunning residential cabinetry for discriminating homeowners and trade professionals for over 20 years. They are a family owned and operated business made up of a team of individuals who share a true passion for fine woodworking.Eull donated its time andtalents to design, build and install all of the hallway medical supply cabinets, the sink cabinet in the laundry room and the linen cabinet in the new bathroom.

ROD SCHELLERAND

SHAWN SCHUELLER

JZ ELECTRIC

JZ Electric provides professional electrical services for homes and businesses in the Twin Cities. They work on existing homes, new construction and remodeling projects, as well as installation, service and maintenance for commercial electrical systems. The owners, Nick and Drew, believe it’s important to contribute to the community by supporting local and national organizations. JZ Electric was kind enough to donate their expertise for all of the electrical services needed to make our Homeward Bound Bluebird renovation and addition project a reality.

FOREMAN RYAN NICOLAY

Daniel, Matthew, Randy and Scott would like to send a big THANK YOU to the BATC Foundation,

Vujovich Design Build and the 36 BATC member organizations who partnered with Homeward Bound

in making Bluebird House a HOME! Thank you!

For the Year Ended December 31, 2016

How we Used Our Resources:

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Resource provided by program:

Developmental Disability 40%

Intermediate Care Facility 36%

Community Alternative Care 22%

Individualized Housing Options 2%

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Donations

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Financial HealthSTESSA TEN & SEITILIBAILSTESSA

811,932,3stessA tnerruC 838,452,1seitilibaiL tnerruC 234,95esu ot sa detimiL 977,17seitilibaiL rehtO 651,938,5tnempiuqE dna ytreporP 630,722,3tbeD mreT-gnoL 243,884,1stessa rehtO 593,270,6stessA teN

840,626,01stessA latoT Total Liabilities & Net Assets 10,626,048

Total Gross Contributions

15,057,083

14,966,173 Total Agency Revenue

Total Expenses

522,631

Due to printing space limitations, cash gifts of $100 and up and in-kind gifts of $500 and up are listed.

$10,000+ Century LinkGeritom Medical, Inc.The Richard M. Schulze Family FoundationThe Patch Foundation

$5,000-$9,999The Abbott FamilyDelta Dental of MinnesotaMicrosoftWells FargoXcel Energy

$2,500-$4,999Christensen GroupCummings Mobility Conversions & SupplyLeonette M & Fred T Lanners FoundationLuther Automotive GroupTerry and Christine Severns-WilliamsShakopee Mdewakanton Sioux CommunitySpell Capital Partners, LLCTensho and Martha TakemoriTwin City Area Chapter CFMAUS BankWillis Towers WatsonWright Hennepin Electric Trust

$1,000-$2,499 Jeffrey and Beth AmannFrank and Kathy AndersonBell Bank MortgageThe Bieber Family FoundationBoyer Building Corp.Paul ChermakLeon and Jeanette DudaThe Hanover Insurance GroupCharlie and Jacie HurdPatrick HurleyThomas and Vicki HurwitzRobert and Irene JohnsonLarry and Lori KatzKing SolutionsKlein BankKnights of Columbus Brooklyn Center #6772Knights of Columbus Chanhassen #10031Knights of Columbus Osseo #9139Kopp Family FoundationBarbara Kozmik

Kraus Anderson CompaniesMcKesson Medical-SurgicalOsseo LionsPeterson Real Estate Group, Inc.Plastics InternationalDon PriebeJW and CW SampsonRonald and Stephanie TrescoTim TrimbleWells Fargo Twin Cities Business BankingWest Metro Fire/Rescue District

$500-$999AnonymousBenefit Plans Administrative Services, LLCMark Bot and Laurel KinseyBremer BankLisa and Greg BreonLarry ChevalierCliftonLarsonAllen LLPDiversified Credit UnionFraser-Morris ElectricGNP CompanyDonald JohnsonCheri and Thomas KampKnights of Columbus Maple Grove #13359Knights of Columbus Redwood Falls #3863John LawrenceLittler MendelsonMetro SalesMichael & Brittany Reger Family FoundationMike & Linda Fiterman Family FoundationJennifer and Todd MillerNew Hope LionsNorth Central States Regional Council of CarpentersRice Real Estate CompanyWayne and Ann RiceKevin and Jennifer RymanowskiJohn and Beth SchlauderaffUntied HeartlandVoya FinancialDan and Mary Ystesund

$100-$499Abbott LandscapingCarol AbelsonAllina Health System/MedicaAmeriprise FinancialRichard and Doris AmesAlyssa AndersonPaul AndersonRichard and Janis AndersonDavid and Nung AshlockFaye AtwoodLinda BergherrMary BotAmanda BreonBrooklyn Park Lady Lions ClubMarie and Phillip CampTina CayeJames and Sally ColburnAl ColemanFrank and Sandra CommersJohn and Effie DenoJames and Anne DonaghyDan EtzelJoan FellerRichard and Beverly FellerJoseph FinleyTom and Kathy GardnerMarie GoblirschAgnes GreinerWolfgang GreinerMary Halbrooks and Ann HendersonDennis and Carol HeathGail and Gerald HoffmannHoliday StationstoresKassie HouleRosa HromatkaInterDyn BMIKelli JohnsonKai SalonGail KatzKGB Financial Group Inc.Knights of Columbus Crystal #3656Knights of Columbus Golden Valley #13506Knights of Columbus Rogers #11941Linda KrachLanak DesignGlen LarsonRon and Leslie LingscheitDave and Susan LivingstonMary Jo LuziusBeverly MacLennanHeather MahoneyThomas and Vicky MahoneyDavid MarquisPatrick and Kathy McCarthy

Earl and Shirley MellemaGene MerriamLori MerriamMichael MerriamKathy MetcalfAnn Minnick and Wayne NealisBob MorganJan MoserMarko and Robann MrkonichTom NahlPeggy NealeAndrea NelsonDean and Esther NelsonRaymond and Aili NelsonNorthwest Suburban Chapter of BNIOlsen Fire ProtectionKay PalmerLeon and Cathy PaulyRebecca PerraMary Jane PetersenPro Power ElectricPromo Sports Par 3 ChallengeRGA Reinsurance Co.Bob and Patty RobinsonKathy RockRobert and Margaret RoethkeJulie RohrRichard SableMark Satz and Gail Bender SatzSharon Sayles-Belton and Steve BeltonScates Real EstateJim SchaeferRoger and Diane SchmittKeith and Marnie SeleenRyan SherwoodEunice SkeieMary SmithDarilyn SpearsStandard Heating & Air ConditioningDavid and Sharon StendalRobert and Ruth StoneThe Western MotelAllen ThomasArlene and John ThomasRobin ThompsonJill TiesVFW Post 494Scott VonderharrJeremy WarringJay WeideShawn WeideLisa WeltonKaren and Brad WiersumGeorge and Mary WilsonMalissa WingeJenny-Lyn YoonBill Youngs

In-kind Gifts

$200,000+BATC Foundation

$15,000-$19,999 Microsoft Cloud Services

$5,000-$9,999Panera Bread

$2,500-$4,999Minnesota ZooPlehal Blacktopping

$1,000-2,499Cold Stone CreameryCommercial Furniture ServicesD. Brian’s Kitchen and CateringMartin GreinerKraus Anderson CompaniesStephen LanakMinnesota State FairJohn Sugimura

$500-$999Delta VacationsDrew’s ConcessionsFitness TogetherFrito Lay – Midwest RegionHillyardHopkins Noontime LionsLexus of WayzataMinnesota Valley Country ClubJarrod PetersonSaint Paul CollegeThe Park TavernWalt Disney World, Co.

Homeward Bound would like toacknowledge memorial gifts given in 2016

In memory of Ann AmesRichard and Doris Ames

In memory of Gloria AmesRichard and Doris Ames

In memory of Roger AndersonDon and Judy Uutala

In memory of Daniel BotLinda BergherrMary BotJennifer and Todd Miller

In memory of James ClemenCarol Abelson

In memory of Robert DenoJohn and Effie Deno

In memory of Jerome DudaLeon and Jeanette DudaTim DudaBeverly HallRosa HromatkaSusan Packulak

In memory of Becky LarsonCarol AbelsonAnonymousJoanne BergJames BergquistDonald CarstensenJames and Sally ColburnGeraldine FlemingDorothy GilkCarson and Cean HerronJohn and Barb KaminskiCasey and Nancy KuhlmanGlen LarsonWayne and Carolyn LarsonEdwin and Jane LindborgRobert and Sandra MariottiPatrick and Kathy McCarthyAnn Minnick and Wayne NealisDean and Esther NelsonAgnes RolfeWilliam and Sharon SheaGwen SodomaTimothy and Lee SolieDenis and Mary StedmanLaurna StrandRobert TesarekKathleen VanoniJohn Zerull

In memory of Julie LundMary Vannucci

In memory of Gary MacLennanCarol Abelson

In memory of Scott MellemaEarl and Shirley Mellema

In memory of Kimberly MetcalfKathy Metcalf

In memory of Harvey SchleifPauline Anderson

In memory of Eric SmithJim Bergeson

In memory of Valerie TakemoriTensho and Martha Takemori

In memory of Darlene WaultersJoseph Finley

Homeward Bound would like to acknowledge gifts given in honor, celebration or recovery of in 2016

In honor of Ricky AmesRichard and Doris Ames

In honor of David AndersonAshley Wald

In honor of Wesley Burdick Kristine Morin

In honor of Taylor GanderGay and Steve Eyerman

In honor of Scott GardnerBob and Patty Robinson

In celebration of Tom and Kathy Gardner’s 50th Wedding AnniversaryTom and Kathy GardnerDave and Susan LivingstonCharles and Kathryn Robb

In honor of DJ Hartley and Jeffrey BusitzkyMary Smith

In honor of Sherri Peterson*Arlene and John Thomas

In honor of Justin SchneebergFloyd and Marjorie SchneebergKen and Maggie Schneeberg

In honor of Amy and Jennifer WiersumCharlie and Jacie Hurd

In honor of Brittany WilliamsCindy and Rolf Olson

Gifts to the David Katz Memorial FundIn memory of Perry Cohn’s sister, PaulaLarry and Lori Katz

In memory of Eugene BrownLarry Katz

In memory of Gary FlakneLarry KatzKatz & Manka, LTD

In celebration of Melissa Franssen’s College GraduationLarry and Lori Katz

In memory of Richard GoffLarry and Lori Katz

In memory of David KatzLarry and Lori KatzGail KatzJean Schow

In memory of Andrea KryzerLarry and Lori Katz

In celebration of Dan Larson and Kathryn Farni’s MarriageLarry and Lori Katz

In memory of Nancy LoveLarry and Lori Katz

In memory of Ruby Mozis GillettLarry and Lori Katz

In memory of Marianne MurphyLarry Katz

In memory of James PatrinLarry and Lori Katz

In memory of Ron RosenbaumLarry and Lori Katz

In memory of Irving SimsLarry and Lori Katz

In recovery of Jenny VanceLarry and Lori Katz

In memory of Laurin VanceLarry and Lori Katz

In memory of Phyllis WelterLarry and Lori Katz

*recently deceased

2016 Homeward Bound, Inc.Board of Directors

Board ChairDavid HofstadWells Fargo

Board Vice ChairKevin RymanowskiBenedictine Health Systems

TreasurerPatrick HurleyRGA Reinsurance, Co.

SecretaryJeff AmannWelcov Healthcare

DirectorsPaul ChermakLiquid Ray, LLC

Thomas GardnerMerrill Lynch, Retired

Wolfgang GreinerGreiner Construction, Retired

Jan MoserFraser, Inc.

Andrea NelsonSpell Capital

Jim SchaeferGold Star Financial

Ryan SherwoodInvestment Centers of America

Terry Severns-WilliamsAdvance Auto Parts, Retired

Mary YstesundAFL-CIO, MRLF, Retired

2016 Homeward Bound Foundation Board of Directors

Board ChairPat ClineXcel Energy

Board Vice ChairDan Etzelcobb, strecker dunphy & zimmermann

Board Secretary/TreasurerJim BergesonBI Worldwide

DirectorsRichard MorrisFraser Morris Electric

Peggy S. NealeHealth Partners

Jill TiesUS Bank

Homeward Bound, Inc.Senior Management

CEO/PresidentDon Priebe

Director of Property and FinanceDonald Frink, CPA

Director of Human ResourcesDeb Voigt

Director of DevelopmentLori Merriam

Director of Program and OperationsKalina Spielbauer

Director of NursingTina Caye

Homeward Bound, Inc.Long Term Staff as of 12/31/2016

More than 40 yearsBeth Pedersen October 1976Suzanne Teska November 1975

More than 35 yearsJan Gunderson March 1977Vicki Benson June 1980Robert Ahonen August 1980Nadyne Elder September 1980

More than 30 yearsKevin Smith March 1984Debra Voigt March 1985

More than 25 yearsColeen Vaughn January 1988Mary Carlson August 1989Louise Burger May 1990Kristi Nordland June 1990Joseph Johnson March 1991Kathleen Livingston March 1991

More than 20 yearsScott Noland June 1992Lori Merriam January 1993Kathlien Frye July 1993Christopher Dunleavy September 1993Ramona Jorgenson January 1994Bonnie Roskop January 1994 Mark Robertson January 1994Joe Dalmeida April 1994Gerri Dukart-Gbor February 1996

More than 15 yearsDonna Henneman January 1997Samuel Ozangar February 1997Nicole Lester March 1997Jennifer Adamson May 1997Martha Duclos June 1997Shawanda Williams August 1997Heidi Shoop November 1997Mary Oliver December 1997Leona Nebo January 1998Joseph Blamo March 1998Otterlee Collins March 1998Hannah Dalmeida May 1998Aaron Briggs July 1999MaryAnn Larmie November 1999Musu Massey March 2000Rosaline Wilson April 2000Louisa Nimene July 2000

Elizabeth Trombley October 2000Sarah Kendema April 2001Donald Priebe May 2001James David August 2001Gertrude Flomo October 2001

More than 10 yearsCecelia Saylee February 2002Kebeh Tarr July 2002Tabitha Ejimadu July 2002Elizabeth Bartee September 2002Julia Faraone September 2002Charles Johnston December 2002Yarvo Butler January 2003Jessica Case February 2003Doreen Butler December 2003Denise Sandland December 2003Judy Anderson March 2004Brianna Chartrand August 2004Laura McDonald April 2004John Elmore May 2004Cathy Tucker June 2004Josiah Wesseh September 2004Caroline Passah May 2005Kaila Peel June 2005Edwin Duokie June 2005Delsa Cintron-Piazza October 2005Mamasu Komara October 2005Toni Walton April 2006Jane Freindshuh May 2006

We apologize for any names that were misspelled. Please contact the Development Office at 763-746-4822 or donations@hbimn.org so we can make the correction.

If you no longer wish to receive this mailing, please contact the Development Office at 763-746-4822 or donations@hbimn.org.

12805 Highway 55, Suite 400Plymouth, MN 55441

www.hbimn.org(763) 525-3186

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The Missionof Homeward Bound

Providing Innovative & Life-Enriching Services to Children, Adolescents and Adults with Disabilities