The document discusses demographic data showing that the population of women religious is aging rapidly, with 35% over age 75 in 2008 projected to increase to 76% by 2023. This aging will impact services communities can provide and financial sustainability. Most communities are underfunded for retirement needs, and innovative approaches are urged to bridge the gap between current realities and future goals to support aging sisters and ministry work.

2. Economic Challenges: Insight on Issues that Impact Future Viability Robin Eggert, MA and Judy Jewison, OP, PhD

3. Taken alone, data is simply that: data.

4. However… when data is woven together, it tells a compelling story about the changing realities facing women religious.

5. This suitcase holds the most up-to date data available at the time of production, and is displayed in easy-to-use maps, graphics and tables.

6. Demographics Demographic Changes Create an Urgent Need .

7. 35% 2008: Members Over Age 75

8. Fast Forward

9. 76% 2023: Members Over Age 75

10. Members Over Age 60 2007: 82% Over 60 Under 60

11. What does this mean for your community ?

12. Fewer… sister drivers sister companions sister-provided services wage earning sisters

13. What does this mean for your community?

14. Decrease in contributed service by members increase in paid staff =

15. Changing Expectations

16. Competing Emotional Challenges Sisters living in small communities today Sisters who have spent the majority of their lives in large, institutional settings

17. Changing Expectations

18. Are sisters coming to the infirmary… Frailer? Older? In fewer numbers? Are the number of sisters in your infirmary decreasing ? Is your cost of care increasing ?

19. Aging Trends Aging-in-Place Average Length of Stay

20. The American Elder Reality 14% of Americans 85+ live in a skilled nursing facility 86% of Americans 85+ continue to live in a place they call HOME.

21. American Reality Nursing facility residents, beds and occupancy rates have remained constant over the last 5 years… despite an increase in the older population .

22. Summary National Cost of Care National Findings Skilled Nursing Assisted Living National Your Community National Your Community 2008 Average Annual Rate/Person $ 77,380 $ _______ $ 36,372 $______ 2008 Median Annual Rate/Person $ 73,000 $ _______ $ 34,800 $ _______ 2008 High Average Annual Rate/Person $ 210,605 $ _________ $ 56,496 $ _______ 2008 Low Average Annual Rate/Person $ 46,355 $ _________ $ 23,760 $ _______

23. FACT: Most Americans Cannot Afford Private Pay Skilled Nursing.

24. FACT: The Majority of U.S. Nursing Homes have between 100-199 beds.

25. Data demonstrates it is NOT financially efficient to operate a skilled nursing unit for less than 50 residents.

26. Skilled nursing needs to be 50+ beds to be operationally efficient.

27. FACT: 74% of females ages 75-84 will be in skilled care less than one year.

28. Operational Competency Opportunities for Enhancing Quality of Life

29. Is it your Core Competency to run a retirement center?

30. = SENIOR CORE COMPETENCY CHARISM + TRAINING

31. Question: Do you have the “Centers of Excellence” necessary to operate a retirement center?

32. Centers of Excellence 1. Clinical 2. Social Work 3. Dementia 4. Wellness 5. Life Enrichment 1. 2. 1. 2. 1. 2. 1. 3. 3. 4. 2. 1. 3. 4. 5.

34. Financial There is a strong economic incentive for action…

35. Unfunded Retirement Liability Of the 681 religious communities providing data to NRRO, only 54 are adequately funded.

36. Unfunded Retirement Liability Of the 681 religious communities providing data to NRRO, 181 are less than 20% funded.

37. Unfunded Retirement Liability Of the 681 religious communities providing data to NRRO, 258 are less than 40% or less funded to care for their elderly.

38. Imagine the REALM of Possibilities Innovative Approaches

39. Bridging the Gap Your Current Situation Your Dream for the Future

40. In order to Bridge the Gap You need to go through this process

41. For the sake of life . For the sake of mission .

43. 4920 Safari Pass St. Paul, MN 55122 p: 651-452-0101 f: 651-686-4914 [email_address] www.realmgroupinc.com Robin Eggert, MA President So… Are you looking to repack for the future?

44. Sources 1. National Religious Retirement Office (NRRO) 2007 Annual Report. 2. AARP Across the States 2009 3. MetLife Market Survey of Nursing Home and Assisted Living Costs, October 2008 4. Georgetown University Long-Term Care Financing Project, “National Spending for Long-Term Care” fact sheet, February 2007 5. CDC/NCHS, National Nursing Home Survey, Selected Years 6. Centers for Disease Control and Prevention

45. 4920 Safari Pass , St. Paul, MN 55122 p: 651-452-0101 f: 651-686-4914 www.realmgroupinc.com Explore new directions. Move beyond the REALM of Possibilities .