Donations may be made to:
Samaritans for Seniors
220 Lexington Industrial Drive
Mansfield, Ohio 44904
Business Plan
for
Samaritans for Seniors
220 Industrial Drive
Lexington, Ohio 44904
Phone: 419-688-1899
E-mail:
Website:
Mission Statement
Our mission is:
Meeting the needs of seniors thru support of our local churches, local funders and by answering the call of our
lord , Jesus Christ
Vision Statement
Our vision is:
That NO senior goes without or goes without Him. Organizational Plan (Current Situation)
Summary of Business
Samaritans for Seniors is a ministry of Lexington Community Ministries, a group of Christian ministries located in Lexington, OH. Samaritans for Seniors will perform various handyman duties and to keep a tentative ear to meet any spiritual need; home repair; home maintenance; address the needs of independence; help with auto repair; help with transportation; always there to listen and be a friend; and with a special place in our hearts for widows & widowers who suffer a great loss. All of these activities are performed out of love with the intention of bringing seniors to the knowledge of Christ. Samaritans for Seniors service area includes but is not limited to the Lexington School District, Clear Fork Local School District, and Fredericktown School District. This service area is loosely termed as southern Richland County and northern Knox County. Samaritans for Seniors target market are seniors. The senior market is further defined as individuals approximately 55 years of age and older residing in the service area described above. The defined service area and age range are guidelines only, we try not to turn anyone away. Operations
Organizational Chart – Board of Directors
SFS board consists of Jeff Robertson [ President / Director] Teresa Robertson [secretary] and Jim Streib [Spiritual Advisor] . This board in turn reports to the Governing boards of Lexington Community Ministries as follows: Pastors / Elders and Council as a advisory boards. All payroll decisions to be made final by Pastors / Elders
Samaritans for Seniors is a ministry of Lexington Community Ministries and therefore fall under their by-laws. Organizational Chart – Samaritans for Seniors Staff, Volunteers, and Partners
A committee consisting of the president of SFS, a secretary, and a spiritual advisor will be in place to run the day-to-day operations of the organization. These individuals are listed below:
Jeff Robertson, President
Teresa Robertson, Secretary
Jim Streib, Spiritual Advisor The primary responsibilities of Samaritans for Seniors volunteers are to perform various handyman duties and to keep a tentative ear to meet spiritual needs, including:
• home repair
• home preventative maintenance
• home modifications
• address the needs of independence
• help with auto repair
• help with transportation
• always there to listen and be a friend
• maintain a special place in our hearts for widows & widowers who suffer a great loss
• pray with clients
Samaritans for Seniors has strategic partners who help fill the needs of seniors in more efficient and effective ways. SFS uses these partners as needed. These partners include but are not limited to:
• New Freedom (transportation) – Gary Jones 419-526-2200
Samaritans for Seniors business entity is maintained at 220 Industrial Drive, Lexington, OH 44904. This location is the home of Lexington Community Ministries. The ministry is currently the physical foundation for Samaritans for Seniors. Business records, tools, and supplies used for performing the majority of tasks will be stored at this location. Samaritans for Seniors will offer additional assistance in the form of referrals to other support programs:
• food pantries
• free meals
• senior centers
• non-profits which provide additional assistance to seniors
• help connect seniors with volunteer opportunities
• transportation
Products and Services
All products and services are performed out of love with the intention of bringing seniors to the knowledge of Christ. The entire process of delivering products and services is immersed in prayers. SFS volunteers are asked to pray with the client before and after providing services. SFS also asks that recipients of the services pray for SFS. Samaritans for Seniors offers:
Home repairs & maintenance such as cleaning gutters, roof repairs, plumbing repairs, electrical repairs, and other related services. Home modifications to enable senior citizens to safely stay in their homes such as creating handicap accessible living quarters, adding wheel chair ramps, installing handicap shower/tub, installing grab bars, and other related assistive devices. Home upkeep including cleaning, dusting, washing windows, painting, laundry services, and related services, to include setting mouse traps. Lawn care such as mowing grass, weeding beds, raking leaves, sidewalk snow and ice removal, and other related services. Minor auto repairs including changing tires, installing air filters, changing oil, and other minor related services. Assist in major auto repairs if funds are available. Research on how to reduce monthly bills. Help research information when seniors don’t know where to seek help. Provide referrals for:
• Assistance with Food
• Senior Centers
• Transportation (can provide transportation when none available)
• Ohio Benefit Bank services
• Rent
• Utilities
Equipment
Samaritans for Seniors will needed assorted tools to perform the tasks identified. The basic tools necessary to conduct work will include: saws, hammers, hand tools, table saw, drills, lawn equipment such as mowers, blowers, trimmers, hedge trimmers, chain saws, etc. These tools will be stored in portable storage trailers at Lexington Community Ministries. Wish List Truck & plow to remove snow and haul equipment to job sight. Est. = $5000 Snow blower- currently borrowing one Est. = $1000 Laptop computer-to keep better records for jobs and materials etc... Est. = $500 Shop vac. Est. = $120 Weed eater Est. = $200 Blade runner table saw Est. = $200 Self propel mower Est. = $550 Multifunction ladder Est. = $155 Snow shovels Est. = $40 Salt spreader Est. = $330 Closed in trailer [ 12-14 ft. ] Est. = $4000 Aluminum Awning for equipment storage Est. = $3000 Projector bulb Est. = $250
Facilities
To store equipment, Samaritans for Seniors will utilize outdoor storage trailers and portable car ports to keep equipment in a safe / secure environment and provide outdoor storage facilities to keep items out of the weather. Samaritans for Seniors will utilize transportable storage trailers that will contain tools and equipment necessary to perform tasks at a clients home. The trailers will be towable – behind a SUV / truck. This will allow SFS to store and transport tools needed to perform most tasks. Services
• Home Repair:
On average, 25% of our time is dedicated to home repair. The work preformed is at the home of the senior. The skill level required determines who will perform the task. The skilled team members / volunteers will assess and perform light duty repairs such as trim, wall dings, steps, switches, outlets, lights, breakers/fuses, etc. Major repairs may include tasks such as roof, drywall, and plumbing. Concrete and asphalt work will be performed by skilled team members according to the required profession. These services are provided at no charge to clients although donations will be accepted from recipient of this service. Funding to support these services are obtained by grant awards and general donations.
• Home Maintenance:
On average, 25% of our time is dedicated to home maintenance. The work performed is at the home of the senior. The skilled team members / volunteers will assess and perform light duty maintenance such as painting, sealers, filters, dryer vents, carpet cleaning, lubricating moving parts, gutters, landscaping, mowing, trimming, cleaning (windows, floors, walls, bathrooms, etc.) to include the help of volunteers and staff. These services are provided at no charge to clients although donations will be accepted from the recipient of this service. Funding to support these services are obtained by grant awards and general donations.
• Home Modifications:
On average, 10% of our time is dedicated to home modifications. The skilled team members / volunteers will assess and perform light duty modifications such as handicap railing, support bars, fans, wheel chair ramps, etc. the include the help of volunteers and staff. Major modifications such as bathrooms, additions, handicap showers, etc. will be performed by skilled team members according to the required profession. Funding to support these services are obtained by grant awards and general donations.
• Chore Services:
On average 25% of time is average amt dedicated to needs of independence. The skilled team members / volunteers will assign and assist. Such as cutting wood, spring/fall cleaning, etc. Funding to support these services are obtained by grant awards and general donations.
• Help with auto repair:
This is less than 10% of our effort. Minor repair and maintenance such as oil changes, tire change, wash / cleaning etc. are performed by team members / volunteers. Major repairs are referred to Phoenix Auto Repair who then helps make it affordable to senior or to us when senior cannot afford. Funding to support these services are obtained by grant awards and general donations.
• Help with transportation:
5% When all other sources are not available such as Area Agency on Ageing, New Freedom (Gary Jones), etc. we have volunteers who use their own transportation to offer a ride to non handicap seniors (Regina Sands, Pam McDanials ) These services are provided at no charge to clients although donations will be accepted from the recipient of this service. Funding to support these services are obtained by grant awards and general donations.
• Always there to listen and be a friend:
At all times no matter what the task everyone is acting as a friend who listens and cares. Funding to support these services are obtained by grant awards and general donations.
• Maintain a special place in our hearts for widows & widowers who suffer a great loss:
At all times we show compassion and love to all clients, by acting as a friend who listens and cares. Funding to support these services are obtained by grant awards and general donations. Management and Personnel
Samaritans for Seniors will be managed by its director. The director and founder of the organization is Jeff Robertson. Jeff Robertson Director - has more than 25 years experience as a tool & die journeymen with a background in concrete as well as handy man type skills with experience in plumbing, remodeling and home modifications. As a homeowner for more than 22 years he went through two complete home-builds which equipped him with a range of skills to tackle many challenges. He married his loving wife Teresa in September 1985. They are proud parents of two children Sarah and Allen, both attended Clear Fork High School. Teresa works in Bellville at First Knox Bank. Jeff grew up in Lexington and attended Lexington High School and has resided in Bellville for most of his adult life. He serves as an Elder at Lexington Community Church. What started as a promise to a father in law, friend and mentor, grew into a passion as well as calling to serve seniors. Jeff now dedicates himself to assist seniors with independence. Streib – Spiritual advisor
Founder and Senior Pastor of Lexington Community Church, Lexington Ohio
WORK EXPERIENCE:
• Senior Pastor – Lexington Community Church – 12 years
• Pastor Jim prior to Ministry held positions with 2 large companies in the Ohio area. Working largely overseas as a specialist creating and organizing corporations, mergers, and acquisitions. He currently still works in the corporate world as V.P. of Marketing with a domestic based company.
• He has served the “Church” for over 35 years as Elder and through Pastoral positions.
• He and his wife have worked with Richland County Children Services as Foster/Adopt parents for 10 years & Served as President of the Richland County Foster/Adopt Association.
• Served as Court Appointed Special Advocate with Richland County Courts.
• Serves as board member of the Richland Faith Based Advocates for “Children At Risk”
• Serves as board member of REJOICE ministries
• Serves as Director of Operation New Start, founded in 2005 to respond to Katrina Victims and fellow brothers and sisters in the Lord. EDUCATION:
• Bailey Technical School, St. Louis, MO: Graduated 1971 with honors B.A. in Technical Design.
• St. Louis Missionary Theological Seminary: 1995, B.A. Theology
COMMUNITY ACTIVITIES:
Pastor Jim has been a leader in the community promoting Adoption Awareness and is one of the original Founders of “Richland County of Ohio Faith Based Advocate’s” the first Foster/Adoption Ministry in our community which has been in operation for 3 years, this group has been the leader in bringing awareness to our community of the need for all children to have a home. Working closely with the Children Services, Courts, and other related agencies. FOUNDER OF Operation New Start:
HONORS:
• Received “P.O.E.” Pastors of Excellence Award 2006
Teresa Robertson secretary – Wife to Jeff has lived in clearfork district most of her life. She works as a teller at First Knox Bank in Bellville. She has served in the area as treasurer of the Clear Fork Marching Band Boosters, on the finance committee of the Lexington Community Church and maintains a heart to serve God. She graduated from Clearfork High School and continues to support area youth, adults and seniors. Market Analysis
Competitive Analysis
Habitat for Humanity See paper
Local churches
St. Paul Lutheran Church (Bellville)
The St. Paul Lutheran Church Youth offer select services to Clear Fork Valley residents, at no charge. The target market is similar to that of Samaritans for Seniors. Paul Lutheran Church Youth may be a potential partner and / or referral source with Samaritans for Seniors. New Life Church (Bellville)
Area Agency on Aging PASSPORT
Richland County Area Agency on Aging (AAA) provides services that appear to be competitive in nature. The services they provide and qualifications are as follows:
Qualifications for Richland County residents:
• Must be 60 years old (or older)
• Must own their own home
• Must be current on payment of property taxes
• Must meet income guidelines (1 person @ $1,126/mo or 2 people @ $1,287/mo)
Funding may be available for these services:
• Home repairs (leaking roofs, etc.)
• Home modifications (wheel chair ramps, bathroom accessibility, etc)
• Transportation (with 72 hour notice)
It appears that there are numerous gaps in the Area Agency on Aging services / qualifiers versus Samaritans for Seniors services / qualifiers:
• Seniors may not meet AAA income guidelines
• Seniors may not own their own home
• Seniors may need transportation sooner than 72 hours
• AAA does not offer home maintenance / cleaning assistance
• Lack of compassion
• No time support (lending an ear) to seniors (especially shut-ins)
• No spiritual connections
• Need someone to trust
Catholic Charities
Catholic Charities' focus is on teaching those that are in need the skills to manage their current financial crisis and to prevent future crises from occurring. They believe that by educating and empowering individuals, they can then more productively mange their lives, their homes and their futures. Family Emergency Guidance Services includes:
• Emergency rent/mortgage assistance
• Housing information and referral resources
• Life and Home Management Educational Workshops
• Lead Education and Awareness Program
Catholic Charities serves the residents of Richland County and Huron County. of Greater Mansfield
Love Inc. is a national charitable organization based in Minnesota. They act as a resource coordinator for numerous ministry teams within local churches. The main concept is for these ministry teams to partner with each other, so they can offer a broader range of services – at no charge to consumers in need - without competing with each other. of Greater Mansfield is a new start-up focusing on the immediate Mansfield area, and is led by Bob Sterken. At this time, Love Inc. does not offer services to southern Richland County or Knox County. may be a potential referral source. If a consumer is based within the Samaritans for Seniors service area and in need, then Love Inc. may refer these people to Samaritans for Seniors. Sales & Marketing
Current sales and marketing is limited to a few activities which consist of:
• A tri-fold brochure – highlighting the general services provided by Samaritans for Seniors.
• Word of mouth – Samaritans for Seniors relies heavily on referrals from clients, partnering organizations, churches, civic organizations, and public officials within the service area.
• Director and Samaritans for Seniors team members will contact potential clients to discuss services offered and review need
• Director and select Samaritans for Seniors team members will create and make presentations to senior centers, civic organizations, and area churches
• Director and select Samaritans for Seniors team members will conduct awareness meetings with mayors of Lexington, Bellville, Butler and Fredericktown, as well as the local ministerial associations within the Samaritans for Seniors service area. Legal Structure
Samaritans for Seniors is a ministry of Lexington Community Ministries, a group of Christian ministries located in Lexington, OH. The Lexington Community Ministries counsel and elders act as the board for SFS. The fiscal year is January 1 thru December 31, and the accounting period is the same (calendar year). The day to day operations of Samaritans for Seniors are managed by Jeff Robertson, founder and director. He is assisted by a secretary and a spiritual advisor. Financial Management
The primary financial matters of Samaritans for Seniors is managed by the advisory committee consisting of the president, secretary, and spiritual advisor. The accounting period for Samaritans for Seniors is January 1 – December 31. The Federal Employer Identification Number (EIN) is 45-1538610. Banking relations are maintained at First Knox National Bank. Checking and savings accounts
Objective 2 Create partners
Strategies
1. Thru district churches who are willing to support the ministries thru volunteers and or thru monetary means.
2 to seek out resources available to seniors Example: Ohio Benefit Bank , Catholic Charities ,New Freedom...ETC. Help with bills, food and transportation. Partners Materials
1. Lowe’s - Registered as a EIN tax exempt [ would like to receive material donations]
2. Chris Laux – donates damaged 50lb bags of salt to SFS as needed. [419-564-8900 ]
Partners Refurals
1. New Freedom- Transportation [ Gary Jones 419- 526-2200 ]
2. Ground Level Solutions – Supply weatherization solutions [insulation , furnace , windows , energy efficient refrigerators , air cond. and light bulbs]
3. Partners Business
1. Lexington Community Ministries – SFS umbrella for 501C-3 and management
2. Genesis B. S. – Helps create future plans and Smart Goals / Business Solutions. [Future plans to include Marketing and Management.]
Partners Financial
1. [Future supporter]Lexington Community Ministries
Partners Volunteers
1. Dusty Griffith-Electrician
2. Steve Delesk – H & H supply heating, cooling and plumbing
3. Don Swanger – Contractor, construction and handy man
4. Regna Sands - Transportation
5. Donna Coey – Transportation
Partners Prayers
1. Lexington Community Church
2. Past Clients
3. Lexington Local School District
103 CLEVER LN
LEXINGTON, OH 44904
(419) 884-2132
District Overview
District State Average
Graduation Rate 90.6% 79.0%
Dropout Rate 0.9% 4.3%
Per Pupil Spending $7,869 $10,660
Students Per Teacher 17.4 16.1
Number of Schools 5 -
Number of Students 2,663 -
Number of (FTE) Teachers 153 -
Source:
http://www.localschooldirectory.com
Clear Fork Valley Local School District
92 HINES AVE
BELLVILLE, OH 44813
(419) 886-3855
District Overview
District State Average
Graduation Rate 91.1% 79.0%
Dropout Rate 1.9% 4.3%
Per Pupil Spending $7,569 $10,660
Students Per Teacher 16.9 16.1
Number of Schools 4 -
Number of Students 1,825 -
Number of (FTE) Teachers 108 -
Source:
http://www.localschooldirectory.com
Fredericktown Local School District
117 COLUMBUS REDERICKTOWN, OH 43019
(740) 694-2956
District Overview
District State Average
Graduation Rate 86.7% 79.0%
Dropout Rate 1.3% 4.3%
Per Pupil Spending $8,020 $10,660
Students Per Teacher 17.3 16.1
Number of Schools 3 -
Number of Students 1,177 -
Number of (FTE) Teachers 68 -
Source:
http://www.localschooldirectory.com
The outlined area in southern Richland County and northern Knox County provide an approximation of the Lexington, Clear Fork, and Fredericktown school districts – representing the Samaritans for Seniors service area.
