Rose Mary C. Brooks Place
200 Rose Mary Drive
Winchester KY 40391
Contact Information
Nonprofit Rose Mary C. Brooks Place
Address 200 Rose Mary Drive
Winchester, KY 40391
Phone (859) 745.4904
Fax 859 745.4905
Contact Name Kim Schweitzer
Web and Social Media
Rose Mary Brooks Place
At A Glance
IRS Ruling Year 2001
Other ways to donate, support, or volunteer Brooks Place accepts donations by mailing a check, gifting property or stocks, making in-kind donations, gifting through the Blue Grass Communiuty Foundation, etc. We also need volunteers to help us meet our mission in providing quality care and services to the elderly.
Financial Summary
 
 
Statements
Mission Statement We believe in living life with no boundaries or limitations!  Here, you will enjoy life to the fullest with home cooked meals prepared fresh for you, non-stop activities, and a variety of five-star amenities.  We pride ourselves in having a dedicated and loving staff that is always ready to offer a helping hand with a friendly smile.  We provide Winchester with a fun retirement community, offering both independent and assisted living. 

 
Background Statement In 2000, a group of friends began discussion of the need for such a community in Winchester-Clark County as one of these friends realized in needing  care and services for her mother  that they would need to move outside of our community - a place they'd called home for over 50 years contributing to the community, raising a family, having friends, their church community - leaving all this behind. This group held town hall meetings, hired a marketing study, incorporated, obtained a 501(c)(3) nonprofit status and the real impetus for the project to get going was the donation of the 16 acres by the Brooks family in honor of their mother Rose Mary C. Brooks. The support of the commuinty, Lois Oliver in memory of Ralph Oliver, Keeneland, the Cultons, and many others have made the dream a reality. Brooks Place is a very unique concept in retirement/senior living. It is the goal of the Board of Directors to provide top quality care and services at the lowest possible cost.
Impact Statement 2012 saw the completion of our fifth and final cul-de-sac of cottage homes bring our total to 64 independent living cottages.

Our activity programming has grown and developed into a genuinely meaningful program for our seniors. We offer tailored activities that meet the personal preferences of each resident.

Our dining services program also meets the personal preferences of our residents. There is no set time for meal service. Residents may have their meal anytime from 7a.m. until 6p.m. And, there is no set menu. We offer the Chef's Special of the Day or residents can order off the menu which offers a wide variety to select from.

Activities and Meal service are very important to our residents. Now they have more choices than ever. Offering choice is paramount to the services and care we offer. Fostering independence is our mission.




A major goal and need of Brooks Place is to enlarge our dining area and add an activity center. Brooks Place offers exceptional activity programming that is tailored to the personal preferences of each resident. Unfortunately space is an issue. The addition of an activity center would help ensure that the quality programming we offer could be more efficient and be improved by having a dedicated home for the activities and events that enrich our residents' lives.
Needs Statement Top 3 Most Pressing Needs
1)  Updating, upgrading, replacement of old equipment, and expanding our dining room and kitchen. $200,000
2)  Volunteers/Interns - assisting with many and varied programs ranging from one-on-one residents visits, clerical help, activity programing,
3) An addition of an activity center and office space $500,000
 
CEO/Executive Director Statement Brooks Place as we call it, Winchester Retirement Place, Inc. or Rose Mary C. Brooks Place, is and has been described by many as a gem in our community. The concept of our project is very unique. Through the support of individuals, corporations, grants, and other funding sources, we are able to provide excellent care and services in a beautiful setting that would not otherwise be possible. This allows many who would not be able to afford such senior living to take advantage of all we have to offer. The cost would be twice as much at a comparable for profit senior living community. The Board's passion to make Brooks Place available is exampled in that the Board serves without any personal benefit from Brooks Place. Each one serves as a volunteer and contributes so much to make Brooks Place possible. We offer assisted living apartments and independent living cottage homes. Our staff truly has servant's hearts and tailor the care and services we offer to the individual needs of our residents. There is no cookie-cutter plan of care. Each resident is recognized as an individual. We promote independance. It is the desire of virtually every resident that they will die here not having to go to a nursing home. The care and services we offer is through a social model and not a health care model. We provide the assistance and sometimes a bit of tough love to keep the individual as high functioning for as long as possible.

Beginning in 2000 as a dream, opening our doors in 2004, receiving the Winchester-Clark County Chamber of Commerce's Business of the Year award, staff being recognized as excellent caregivers in our trade organization, and the outstanding reputation we enjoy in our community all attest to the the dedication we have to our mission. And, the most important assett we have is the high marks we receive from our residents and their families for the quality of our staff. We see our mission as so much more than just providing a place to live. It is a place to thrive.

We want to bring a passion to our work in making life all it can be and the best it can be for the seniors we care for. Everyday we make a difference.
Service Categories
Secondary Organization Category Housing, Shelter / Senior Citizens' Housing, Retirement Communities
Tertiary Organization Category Unknown / Unknown
Geographic Areas Served
Areas
Clark County
Kentucky
Clark and surrounding counties, although we do have residents that have moved in from other states, even other countries.
Impact Questions
GoalsHelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact. At Brooks Place, our reason for existing is to help seniors remain as independent for as long as possible. Independence means having and making choices, doing as much for yourself as possible while we provide any assistance that may be needed to help the senior be as successful as possible.
Our goals are that we one, be able to continue the work we do and two, add on to our building to provide a larger dining space, activity center, office space and more apartments so that we can serve more seniors.
Our expected outcomes include seeing seniors be more active and engaged, helping them be more independent, take some of the care burden from the family so that they may enjoy their time with their loved one, and helping the senior to find worth, improving their sense of well-being, and helping them to realize that they can still contribute. As the senior evaluates his/her life, our greatest success is not only making their days better but that they recognize how their life has had meaning. 
StrategiesHelpWhat are the organization's strategies for its stated long-term goals? Our Board of Directors are keen to how important training and education are to our staff. Finding the right people to do this work and who are willing to place the needs of our residents first.
The success we enjoy is in the testimony of our residents, past and present and their families. The reputation we have in our community is a direct reflection of the staff that provide our care and services. On going training and dedication to our mission makes our staff exceptional. This all combines to form the building blocks for our current and future success.
CapabilitiesHelpWhat are the organization’s capabilities for doing this? What resources, capacities, and connections support its progress towards long-term goals? Brooks Place's capabilities for providing the care and services we offer come first from our Board of Directors who take an active role in assuring that we meet our mission, maintain fiscal responsibility, strive to continually never forget the stewardship of the trust  our community, donors, clients and all stakeholders in Brooks Place.
 Our internal strengths lie in our dedicate and loyal staff, the expertise that comes from a board that is made up of up to twenty members who come from all walks of life, all educational levels, a mixture of economic and ethnic experience, a varied professional and work history, and people who expressly care about and want Brooks Place to succeed.
Our external strengths come from the families and loved ones of those we serve, our donors both financially and moral support. Our at-large community support and our good reputation all work together to help Brooks Place provide the care and services we offer.

The resources and tools that will further strengthen our work for the future include of course financial support. We hope to grow our donor list and encourage the many options for donation. We would love to seek a corporate partner who will work with us to grow our mission. And, of course, our staff. Providing them with the training and tools to be successful. 
IndicatorsHelpHow will the organization know if it is making progress? What are the key qualitative and quantitative indicators against which the organization assesses its progress toward its intended impact? How we know if we are making progress? The measure comes from the testimony of our residents, their families and loved ones, and from the positive feedback we receive from our community.
We periodically do anonymous surveys to assure that we are providing the care and services that our clients expect. It is our goal to continually exceed expectations rather than merely meeting expectations.  
ProgressHelpWhat has and hasn’t been accomplished so far? Our most visible obstacle is money. We need to grow our donor list, seek more grants and come up with ways to fund our growing needs in brick and mortar.
Board Chair
Board Chair Mr. Christopher Davis
Company Affiliation Attorney
Board Members
NameAffiliationStatus
Mr. Robert Baldwin Baldwin EngineeringVoting
Ms. Amelia Bayley Traditional Bank OfficerVoting
Mr. Lindrell Blackwell Dept. of Juvenille JusticeVoting
Mr. Henry Branham Clark County JudgeNonVoting
Mr. Ed Burtner Mayor, City of WinchesterExofficio
Mr. David Carter Medical BillingVoting
Mr. Michael Caudill AccountantVoting
Mr. Shannon Cox Educator/City CouncilVoting
Mr. Chris Davis Grant, Rose & PumphreyVoting
Ms. Tracey Goebel Clark County PharmacyVoting
Mr. Bob Jackson RetiredVoting
Ms. Brenda Mastrean RetiredVoting
Mr. Ed Mesta MinisterVoting
Ms. Linda Ormsby Educator/RealtorVoting
Mr. Fred Pace BusinessmanVoting
Ms. Stephanie Roarx Banker
Mr. Keith Roberts BankingVoting
Ms. Zella Rosenthal RealtorVoting
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 17
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 12
Female 6
Unspecified 0
Governance
Board Term Lengths 0
Board Term Limits 0
Board Meeting Attendance % 67%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 33%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation No
Number of Full Board Meetings Annually 12
Standing Committees
Building
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Finance
Human Resources / Personnel
Comments
CEO Comments Our biggest challenge we face is that we've run out of room and how to fund adding on to our building.
Additionally, we'd like to expand our services beyond our bricks and mortar as an opportunity but again funding the programs that would allow us to do so is a challenge. Being able to offer these services needs money to begin and keep the programs going
CEO/Executive Director
Executive Director Mr. Timothy Janes
Term Start July 2014
Email timjanes@brooksplace.org
Staff
Full Time Staff 26
Part Time Staff 2
Volunteers 20
Contractors 0
Retention Rate 80%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 28
Hispanic/Latino 0
Native American/American Indian 0
Other 0
Staff Demographics - Gender
Male 4
Female 24
Unspecified 0
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Comments
CEO Comments Brooks Place is a member of our Trade Associations: KALFA (Kentucky Assisted Living Facilities Association;) ALFA (Assisted Living Facilities of America.)
We are certified by DAIL (Department of Aging and Independent Living) of the state of Kentucky.
Description
1)  Dining Room and kitchen - replacement of worn out equipment, updating/upgrading, expanding
Budget 200,000.00
Category Health Care, General/Other Health Care Equipment & Supplies Provision
Population Served Aging, Elderly, Senior Citizens, Aging, Elderly, Senior Citizens, Aging, Elderly, Senior Citizens
Program Short Term Success
Decrease ER/hospital visits promoting movement and circulation to increase elderly independance.
Program Long term Success
Elderly can benifit from theraputic bathing to enhance physical movement and prevent potential skin breakdown. Allowing elderly to stay in their own home longer.
 
Protect staff from potetial back injury.
Description
We are in need of volunteers with many varied interests they could share with our residents. As well, the University of Kentucky offers internship programs that we'd love to participate in and the cost would be in the range of $50,000 that actually would be applied as a scholarship for the student intern.
Budget 50,000.00
Category None of the above
Population Served General/Unspecified, Elderly and/or Disabled, General/Unspecified
Program Short Term Success
Modernize/upgrade the IT systems used to provide care services to the eldrly.
Program Long term Success
Modernize/upgrade the IT systems used to provide care services to the elderly.
Description
We are in need of a dedicated activity center where we can provide residents a place for crafts, computer training, events, programs, even water exercise as well as we need additional office space.
Budget 500,000.00
Category Food, Agriculture & Nutrition, General/Other Meal Distribution
Population Served Aging, Elderly, Senior Citizens, Elderly and/or Disabled,
Program Long term Success
Provide nutricious meals for elderly residents in a pleasant setting.
Description
We established an endowment beginning with a $25,000 matching grant that we need to maintain to assist residents who out live their financial means so that they may remain at Brooks Place.
Category Education, General/Other Adult Education
Population Served Adults, ,
Program Long term Success
Staff and public will be proficient with life saving skills.
Program Success Monitored By
American Heart Association required documentation for successful compleation of courses.
Examples of Program Success
Students will have a minimum of 85% pass rate on test scores and must demonstrate proficiency.
Description
We need to cover walkways to protect residents from the weather as they move outdoors from building to building.
Budget 20,000.00
Category Health Care, General/Other Health Care, General/Other
Population Served Aging, Elderly, Senior Citizens, Elderly and/or Disabled,
Program Long term Success
Provide transportation in an assistive way to promote independance.
Program Comments
CEO Comments I believe we face two major challenges as we provide care and services to the elderly:
1.  The perception that assisted living is a nursing home or even, "God's waiting room." Nothing could be further from the truth. Brooks Place is a social model and not a health care model. We do not provide medical services. The fact is that more opportunities open up for our residents than they would receive at home or than families can provide.
2. The impression that we are "for the rich" and that our facility is so beautiful that we don't need anything. The fact is that we work very hard in maintaining the lowest possible price for our residents and while a very few are of means, most of our residents live here on just what their monthly income is and we have residents here who are supported by family and some who are supported anomyously by private citizens.
Plans & Policies
Organization has a Fundraising Plan? No
Organization has a Strategic Plan? No
Management Succession Plan? Yes
Organization Policy and Procedures Under Development
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Affiliations
AffiliationYear
Kentucky Nonprofit Network2011
Affiliate/Chapter of National Organization (i.e. Girl Scouts of the USA, American Red Cross, etc.) - Affiliate/Chapter2003
Chamber of Commerce2003
Awards
Awards
Award/RecognitionOrganizationYear
Business of the YearWinchester-Clark County Chamber of Commerce2006
Government Licenses
Is your organization licensed by the Government? Yes
Fiscal Year
Fiscal Year Start Jan 01, 2017
Fiscal Year End Dec 31, 2017
Projected Revenue $1,950,000.00
Projected Expenses $1,900,000.00
Spending Policy N/A
Detailed Financials
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201420132012
Total Revenue$1,889,292$1,888,319$1,858,699
Total Expenses$1,839,603$1,761,739$1,744,051
Revenue Less Expenses$49,689$126,580$114,648
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201420132012
Foundation and
Corporation Contributions
------
Government Contributions$0$0$9,186
Federal------
State------
Local------
Unspecified$0$0$9,186
Individual Contributions$28,733$35,712--
$0$0--
$1,827,503$1,808,838$1,792,306
Investment Income, Net of Losses$3,578$10,465$248
Membership Dues$0$0--
Special Events$16,952$0--
Revenue In-Kind$0$0--
Other$12,526$33,304$56,959
Expense Allocation
Fiscal Year201420132012
Program Expense$1,697,413$1,619,077$1,609,361
Administration Expense$142,190$142,662$134,690
Fundraising Expense$0$0--
Payments to Affiliates------
Total Revenue/Total Expenses1.031.071.07
Program Expense/Total Expenses92%92%92%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201420132012
Total Assets$4,957,413$4,795,826$5,242,156
Current Assets$263,607$275,923$862,170
Long-Term Liabilities$2,392,866$2,281,276$2,868,373
Current Liabilities$5,039$4,731$9,939
Total Net Assets$2,559,508$2,509,819$2,363,844
Capital Campaign
Currently in a Capital Campaign? Yes
Campaign Purpose Major renovations/equipment purchase
State Registration Yes
Address 200 Rose Mary Drive
Winchester, KY 40391
Primary Phone 859 745.4904
CEO/Executive Director Mr. Timothy Janes
Board Chair Mr. Christopher Davis
Board Chair Company Affiliation Attorney