2008 Annual Report
Real Stories.
Real Changes.
2
3
Bike Pottstown: In a time of higher energy costs and the need
for thrifty living, these yellow bikes seen around Pottstown are a
healthy reminder to be active in your day-to-day activities.
We continue to appreciate the effort of others to use grants
from the Foundation to raise more funds within or outside of
our region.
Since our inception, we have granted more than $9.6 million,
which in turn has leveraged another $5.5 million for non-profits
and the people they serve in the region.
Web-based health information: We continue to invest
in networks that allow individuals to access web-based
information such as the Staywell Health Library, Fun & Fitness
for the Family interactive map, and Mission: Good Nutrition.
Pension Fund: In addition to our responsibilities in
grantmaking, the Foundation is responsible for the pension fund
for employees of Pottstown Memorial Medical Center (PMMC)
through 6/30/03. Many of the pension plan participants
continue to live, work and retire within Pottstown and give back
through volunteer efforts. As of 12/31/07, the pension plan
had assets of $47,728,384 and for 22 years has earned more
than has been given out each year. In addition, the Foundation
added $3.2 million to the pension fund to ensure that pension
fund requirements mandated by the federal government are
met.
The year ahead will give us many challenges. The Foundation’s
board is committed, through well diversified investments and
wise grants, to continue to provide grants to the community in
perpetuity to meet not only the challenges of the year ahead,
but in the future as well.
We close with a thank you to the individual staff and board
members of the non-profits, schools and municipalities in our
region. We have a true partnership. The Foundation may have
resources, but your ideas for new programs and initiatives keep
our region fresh and vital.
Thank you for your ongoing hard work in promoting healthy
living.
Charles F. Palladino David W. Kraybill
Board President Executive Director
Special thanks:
The Foundation would like to extend a special note of thanks to
Doug Yocom for his dedicated service to the Board. It is through
commitment such as his that the Foundation is able to reach
out to the community and motivate residents to adopt healthy
lifestyles.
Motivating Residents to Adopt Healthy Lifestyles
Most cover pages and annual reports highlight numbers and
figures, show charts and graphs. For those of you who enjoy
mathematics and accounting, we have included a graph, but
throughout our annual report we have made a point to share
the stories of individuals who have benefitted from a grant
through the Pottstown Area Health & Wellness Foundation.
It is only by listening to the life experiences of others that
we can understand the need for better health opportunities.
Listening also helps us to more carefully decide when an
individual would take a positive step forward to better health,
as an infant, in kindergarten, in school, through the faith
community or through regular access to health care.
As we close this fiscal year, the Foundation will be listening
again to the opinions, thoughts and needs of individuals
in the Tri-County Area in our second comprehensive needs
assessment. As of July 1, we had put in motion a survey
of 1,400 people. The needs assessment, when completed,
will be available to the public, and will be used to share the
achievements and needs of Pottstown and the surrounding
communities.
Individuals need opportunities to take steps to become
healthier. Whether through education, recreation, or access to
regular health care, the Foundation has increased opportunities
for individuals and families in our region.
Over the past year we distributed more than $3.1 million to the
community. This included:
Grants to schools: The Foundation has committed over
$1 million to public and private schools for after-school
programs for recreation, in-school programs on nutrition,
information on nutrition and activities for families in children’s
backpacks, fresh fruit and vegetables served in schools, and a
successful partnership called PEAK, Pottstown Early Action for
Kindergarten Readiness.
Individual access to recreation: In the past year, the
Foundation has expended over $500,000 to expand access
to recreation. This included funds to complete the new Spray
Park in Pottstown, a new exercise room in the Boyertown
schools, and to provide seed money and matching funds for
municipalities to provide parks for growing populations.
New health center: Part of healthy living is having regular,
consistent check-ups with a family doctor. By the end of 2008,
the Foundation expects Community Health and Dental Care
to be open to the public, providing access for the insured,
underinsured, and those between insurance and regular care.
In its early years, the center will likely need additional funding
from the Foundation until it is solidly established.
4 5
Fiscal Year 2008
(July 1, 2007 – June 30, 2008)
Grants Program furthers our goals.
The cornerstone of the Pottstown Area Health &
Wellness Foundation is its grants program. Every year
the Foundation distributes grants according to its
four long-term goals. During this fiscal year, the
Foundation awarded more than $3 million to schools
and non-profit organizations in the tri-county area.
Following is a list of grant recipients, organized
according to our four goals, with descriptions of how
the recipients are using their grant funds to benefit
Pottstown area residents.
Goal #1: Reduce Behavioral Risks
Baptist Children’s Services
Support “BCS YES – Youth Empowered to Succeed,” a program for
at-risk teen girls focusing on implementing a wellness policy that will
include nutrition education goals and physical activity goals available
during non-school hours.
Boyertown Area School District
Fund Technology-based Assessment in Physical Education (T.A.P.E.)
for BEARS Initiative, a physical fitness program for teens, teachers
and community members. Fund the Healthy Hearts and Minds
program; continue funding for programs such as the Senior High’s
Students Training Eating and Living Totally Healthy (STEALTH)
program and elementary school exercise programs.
Boyertown Area School District – “STEALTH” Program
My name is Lisa. I am a sophomore at Boyertown Sr. High
School and am a member of the “STEALTH” club. Even
though I already enjoy exercising and eating healthy, I
love attending
the after-school
“STEALTH” club
with my friends.
It’s always more
fun exercising with
others and I try
to motivate those
who may need
encouragement
to stick with the
program. We get
to do fun things
like Aerobics and Pilates and we even get to exercise with
senior citizens. They seem to love it. One time a Hip Hop
Dance instructor showed us all how to do Hip Hop dance.
The best thing about STEALTH is that it is open to
all students in the high school and it’s more relaxed than
an organized sport. It’s only as competitive as you want
to make it personally. The healthy snacks are a great part
too. I even had a chance to appear as a guest on the
Foundation’s Mission: Good Nutrition TV show to talk
about STEALTH. How cool is that?
n #1 Reduce Behavioral Risks
n #2 Improve Access to
Medical Services
n #3 Enhance Formal and
Informal Supports
n #4 Improve Physical and
Social Environments
(46)
$1,753,967
(106)
$3,555,306
(33)
$2,557,778
(60)
$1,754,415
Total Grant Dollars Committed
(inception to date)
Approved by Priority – $9,621,466 (Number of Grants – 245)
6
7
Boyertown Area YMCA
Support multi-generational programming by funding a childcare
center play area and fitness program testing.
Brookeside Montessori
Implement the Growing Up Fit wellness program, which is geared to
educating students about nutrition and fitness.
Centro Cultural Latino Unidos, Inc. (CCLU)
Support the Girls Club, “CHICA,” which will provide a strategic
educational plan geared to providing girls and their parents with
information about health risks associated with drugs, alcohol,
premarital sex, STDs and HIV/AIDS.
Child, Home & Community
Initiate adolescent prenatal, parenting and support programs to
empower pregnant teens and their families to make healthier
lifestyle choices.
Children’s House of Northern Chester County
Support the Fitness for Life program, which is designed to reduce
behavioral risks and build healthy habits for children ages 3–6
years old.
Coventry Christian School
Enhance the current nutrition education program and add a physical
activity component for all students.
Daniel Boone Area School District
Continue to expand the coordinated school health program that
builds an alliance between parents, teachers, nutrition personnel,
staff and community partners to teach children and families how to
live a healthy lifestyle.
Developmental Enterprises Corporation,
Pottstown Training Center
Expand Healthy Eating, Healthy Living program at the Pottstown
Center.
Fellowship Farm
Continue healthy options and lifestyle programs in partnership with
YWCA Tri-County Area for individuals, families and communities.
Fellowship Farm – HOPP Program
(Healthy Options for the People of the Pottstown
Region)
My name is
Robert and I am
nine and a half. I
will be in fourth
grade soon. My
Mom and Dad
and my sister
Vickie and I
went to Family
Camp. It was
at Fellowship
Farm in the
summer.
I never saw a llama before. Some other families came
too and we had a very fun time together. We got to swim
in a pool and I learned to climb over a high wall. Vickie is
bigger and she helped me. What I liked most was our family
was all together at the same time. We learned things and
played together a lot. Gardening was my favorite. A very
nice gardener showed us how to make a garden. He taught
us about vegetables that are good for you and that they
taste good, too. We are making a vegetable garden in our
back yard now, and it is organic. I can’t wait to eat our fresh
vegetables. I hope we can go to Family Camp next summer.
Freedom Valley YMCA–Pottstown Branch
Fund Splash Camps through the Y’s Summer Swim Program to
benefit children ages 8-12 from low-income neighborhoods within
their service area.
Holcomb Behavioral Health Systems
Support the Life Skills program, which is an abuse prevention
program for at-risk adults and their children.
Maternal and Child Health Consortium of Chester County
Fund the Healthy Start Prenatal program that benefits low-income
families by providing support, information and linkages for a healthy
pregnancy.
Owen J. Roberts School District
Expand the Fit for Life wellness program, which offers after-school
programs, wellness literacy materials, nutrition programs and
walking programs throughout the school district.
Perkiomen Valley School District
Support the establishment of a fitness center and equipment at the
Middle School East to support comprehensive cardio and strength
programs.
8
9
Phoenixville Area YMCA
Provide movement and exercise classes for challenged children.
Support Youth Training program to encourage physical activity,
nutritional education and peer support.
Pottsgrove School District
Fund the Student Needs Assistance Program (S.N.A.P.) team which
teaches healthy lifestyle choices. Provide funding for the “Five for
Life” program for grades K-8, which will assist in understanding the
value of living an active life and practicing healthy nutritional habits.
Pottstown Area Seniors Center
Enhance the Prime Time Health program to accommodate the
increase in senior memberships.
Pottstown Family Center
Continue Color Me Healthy, an early-intervention nutrition and
physical activity program for Pre-K through first-grade students at
Barth and Rupert elementary schools.
Pottstown Family Center –
“Color Me Healthy” Nutrition Education
My name is Elise. I’m a working mom. I met Jen the Parent
Educator at the Color Me Healthy tent at the Family Fest. We
got talking about our kids. I was worried about Shaun and
Layla. They were chubby
babies but now they’re in
school and they are still
chubby. I don’t want them
getting real large like me
when they grow up. So
me and Jen made a date
and she visited with us.
We talked about how
good home-made food
is much better for kids
than happy meals and it
costs less too. We talked about diet and exercise and how
to match up calories in and calories out. We talked about
getting the right vitamins and minerals and fiber and not too
much salt. Jen helped me figure out all these easy healthy
meals and snacks I can fix for Shaun and Layla, and it’s
working out. Now there’s plenty of good, tasty things for
them in the fridge. When the Color Me Healthy newsletter
comes in the mail we read it together. We go for walks a
few times a week. When my kids grow up they’re going to
look good! Plus I already lost 8 pounds!
Pottstown Public Library
Continue programs that promote a healthy lifestyle by providing
classes in addition to library and community resources. Also
continue to provide Baby Welcome Packets to parents of newborns
at PMMC.
Pottstown School District
Implement the Coordinated Approach to Child Health (C.A.T.C.H.)
club designed to promote physical activity and healthy lifestyle
choices. Continue Safe Schools/Healthy Students program, which
provides information and programs on nutrition, fitness, drugs
and alcohol, mental health and safety. Support the Healthy Snack
Nutrition Education program, which benefits students from low-
income families by providing healthy snacks in addition to nutrition
educational literature.
Pottstown School District –
Healthy Snack Program
My name is Mikahla and I go
to Lincoln Elementary school.
I am in the 4
th
grade. This year
we started to learn about
fruits and vegetables. Our
teacher tells us why these
foods are good for us and that if
we eat them it will help keep us healthy. The best part is
when we get to eat the fruits and veggies. We get to try
new healthy snacks every week. Sometimes when we have
something new, like an avocado, we all have to taste a little
bit. (I didn’t like that one too much.) My favorite was the
cantaloupe.
Spring-Ford Area School District
Continue to support the Healthy Choices 2008-2009 project,
which provides a coordinated program to implement wellness
policies for the entire student body, focusing on lifelong wellness,
nutrition and physical activity.
St. Pius X High School
Provide funding to purchase equipment to improve the Fitness
Center, which will supplement the physical education course for
the students.
The Growing Center, Inc.
Continue support of the Horticultural Therapy program, which
benefits children and adults within the community who are
mentally, emotionally and physically challenged.
Triskeles Foundation
Initiate Food for Thought program to benefit the underserved
within the Spring City community.
10
11
Montgomery County Community College
Fund service learning that will provide capacity building for five
community-based non-profit organizations that provide preventive
health programs.
Montgomery County Foundation, Inc.
Continue support of a web-based resource directory which offers
a database of health and human service agencies and programs to
Montgomery County residents.
Pottstown Cluster of Religious Communities
Continue to fund Capacity Building Initiative.
Project Outreach
Assist in funding the Winter Emergency Fuel Oil Program in the
Spring Ford community.
United Way of Boyertown
Provide match to the Annual Fall 2008 Residential Campaign that
will encourage first-time donors and support Boyertown agencies.
United Way of Southeastern PA (SEPA)
Provide match for the Annual Fall 2008 campaign to encourage
first-time donors and benefit the Greater Pottstown area.
Volunteer Home Care, Diakon Lutheran Social Ministries*
Support volunteer home care team outreach, which provides free
transportation to eligible clients in the Pottstown area.
Goal #4: Improve Physical
and Social Environment
Blessed Teresa of Calcutta Parish
Provide a matching grant for gymnasium building project, which
will provide opportunities for physical activity for members of the
community and students.
Camphill Village Kimberton Hills
Support Aging in Community program, which benefits vulnerable
seniors with developmental disabilities.
Pottstown Area Police Athletic League
Support the organization’s capacity-building efforts to improve
effectiveness and future development and administration of
activities for youth in the Pottstown area.
Pottstown Parks & Recreation
Provide funding for parks, trails and grounds improvements, and
playground improvements to seven small parks in the Pottstown
area.
YMCA of Pottstown
Improve the childcare snack program by providing fruits,
vegetables, whole grains and dairy products, and by incorporating
the Color Me Healthy program.
YWCA Tri-County Area
Continue support of the Healthy Choices after-school program
for middle-school girls in the Pottstown and Pottsgrove school
districts. Expand the Summer Out of School summer camp at
Fellowship Farm, which serves underprivileged and underserved
youth living in Pottstown.
Goal #2: Improve Access to Medical Services
Christian Concern Management and
Development Corporation
Continue to fund van service for Amity Manor residents in
Douglassville.
Creative Health Services
Provide multi-year funding for operational support for the
co-location of primary and behavioral healthcare services.
Montgomery County Community College
Fund Dental Sealant Day to provide dental services to children in
the Pottstown area.
Montgomery County Department of Health*
Support breast cancer education and screening project for
uninsured and underinsured women at PMMC.
Visiting Nurse Association
Fund Montgomery County Personal Navigator Program with
expanded legal-support service for eligible individuals who have
been denied or removed from public health and medical benefits.
Goal #3: Enhance Formal
and Informal Supports
Boyertown Area Creative Housing
Support transitional housing and client support program for
families in the Boyertown area.
Building a Better Boyertown
Support the second year of Boyertown’s Farmers Market, which
allows the market to run every Saturday from June through
November.
Mental Health Association of Southeastern PA
Fund the Chester County Compeer program, which matches
trained volunteers with adult consumers of mental health services
in the Pottstown area.
*Funding supported by PAHWF East Auxiliary
12
13
Pottstown School District
Fund the development of a three-year plan to upgrade grounds
and facilities available to Pottstown School District residents with
the intention to develop a school-community partnership focusing
on maximizing health benefits for students and families.
Salvation Army
Establish a renovation fund for the Lessig-Booth Family Shelter
Kitchen, which provides meals and temporary housing to needy
families in the Pottstown area.
St. Aloysius School
Continue funding the Steps to a Healthier You program, which
focuses on nutrition education and fitness programs. Fund a
nutrition kitchen for kindergarten and pre-school students.
St. Aloysius School –
Food Is Elementary
My name is Helen and I
work in the cafeteria at St.
Al’s. Last year the faculty
decided to incorporate
a new program into the
curriculum called “Food
Is Elementary.” They
said it was important
because it would
educate the students
about the importance of
eating healthy and the
relationships of food choices. I just saw it as “extra work”
on my part. As the year has gone by though, I have come
to realize how important it is to know the benefits of eating
healthy and nutritious foods, and what better place to start
than with our children. The program has had very positive
results and reactions from the students, their parents, faculty
and yes the staff as well. I’ve learned that it’s never too late
to learn.
Women’s Center of Montgomery County
Support the relocation costs for the Pottstown office to the new
Creative Health location on Robinson Street in Pottstown.
Consolidated Statements
of Financial Position
June 30, 2008 and 2007
2008 2007
ASSETS
Cash and
cash equivalents $180,468 $259,998
Accrued interest income 93,860 164,846
Long-term investments 89,547,557 100,991,517
Equipment and
furnishings—net 93,856 128,435
Other assets 9,521 8,973
Total assets $89,853,262 $101,553,769
LIABILITIES
Grants payable $2,165,629 $1,753,196
Accounts payable and
accrued expenses 198,104 247,288
Other liabilities in
connection with the
sale of PMMC assets 6,970,649 7,783,493
Total liabilities $9,334,382 $9,783,977
NET ASSETS
Unrestricted $80,518,880 $91,769,792
Total net assets $80,518,880 $91,769,792
Total liabilities
and net assets $89,853,262 $101,553,769
14
15
Board of Directors and Staff
July 1, 2007 – June 30, 2008
Board of Directors
Edward A. Bardowski*
Director, Client Services
SEI Investments
Robert W. Boyce
Executive Committee Member; Board Treasurer**
Teacher of Physics & Chemistry, Malvern Preparatory School for
Boys; Captain, U.S. Navy (retired)
James R. Bush
Former Business Administrator/Board Secretary
Pottstown School District
Jonathan Corson
Arkema Chemicals
Mary Ann Dailey, PhD, RN
Chairperson, Department of Nursing
Assistant Professor, Kutztown University of Pennsylvania
D. Scott Detar, CPA
Board Treasurer
Partner, Maillie Falconiero & Co. LLP
P. Richard Frantz, A.I.A.
Architect
Arthur L. Green*
Retired union representative
Pennsylvania State Education Association
Phyllis L. Harwood, RN, BS, CSN
Retired nurse, Owen J. Roberts School District
Burlington B. Latshaw, III
Pastor, Emmanuel Lutheran Church
James J. Lennon, CPA
Partner, Maillie Falconiero & Co. LLP
Linda D. Lignelli, RN, BS
Retired nurse, Boyertown Area School District
Milton D. Martyny
Former President and Owner, U.S. Axle, Inc.
Robert H. Moses
Retired Administrative Vice President
National Penn Bank
Reginald Nealy (resigned 10/1/07)
Board Secretary
Retired Professor, West Chester University
Charles F. Palladino
Board President
Director of Human Resources, Sara Lee Corporation
Household and Body Care Division – North America
Kenneth E. Picardi, Esquire
Executive Committee Member; Board Secretary**
Partner, Law Offices of Yergey Daylor Allebach Scheffey Picardi
William S. Taddonio, MS, MD, FAAFP, FACGS
Berks Family Care
Nancy S. Threlfall
President
Threlfall Marketing Group
Sharon L. Weaver
Board Vice President
Management Consultant
Douglas N. Yocom (resigned 4/14/08)
President and CEO
Precision Medical Products, Inc.
Staff
David W. Kraybill
Executive Director
Laura E. DeFlavia, CPA
Controller
Kate D. Moore
Program Officer – School & Community Programs
Laurie M. Betts, MD*
Program Officer – Healthcare Access
Rose Crews
Office Coordinator
Nancy J. Mitchell
Program Assistant
Anne L. Roddy
Administrative Assistant
Kim Mansur*
Administrative Assistant
*New since July 1, 2008
**Effective July 1, 2008
152 E. High St., Suite 500
Pottstown, PA 19464
610-323-2006
Fax: 610-323-0047
www.pottstownfoundation.org
On the cover:
Top Left: St Aloysius Kindergarten Fun-a-Tic T-shirt program.
Top Center: Community Health & Dental Care.
Top Right: Pottstown Spray Park (photo courtesy of The Pottstown Mercury).
Main Photo: Schuylkill River Trail, River Front Park.
• 18074
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