South Richmond Adult Day Care Center, Inc.

South Richmond Adult Day Care Center, Inc. General Information Contact Information Nonprofit South Richmond Adult Day Care Center, Inc. Address 1500 Hull Street Richmond, VA 23224 Phone 804 231-9306 Fax 804 231-5177 Facebook facebook.com/ Twitter @ At A Glance Year of Incorporation 1975 Former Names Organization's type of tax exempt status South Richmond Senior Center Public Supported Charity 1

Statements & Search Criteria Mission To enhance the health and quality of life of older adults and adults with disabilities by providing a structured, supportive, supervised, enriching and peer-interactive environment which can support wellness and promote socialization and emotional well-being. Background In 1975, well before the community at large was thinking about the needs of a growing elderly population, two visionary pastors- the Reverend Dr. Dwight Jones of First Baptist Church, South Richmond, and the Reverend Don Raby Edwards of St. Stephen's Episcopal Church, saw the need for a program where the well elderly and recently retired individuals could come together daily for companionship and socialization. They founded the South Richmond Senior Center to meet this need. Over time, the Center evolved to meet the needs of the participants and community, becoming today's licensed, Medicaid-certified South Richmond Adult Day Health Care Center. In 41 years of continuous operation, SRADCC has observed a steady increase in the level of care that participants need at the time they begin services. Based on this trend and national statistics, we expect that an even larger percentage of our participants will enter services with significant ambulatory difficulties and laterstage cognitive and physical illness and disabilities. With the anticipated Age Wave and resulting increase in the number of individuals who will require some type of care as they age, the need for community-based services such as adult day health care will continue to grow. Adult day services play an important role in meeting the care needs of today s population and may hold the answer to the pressing question, How can we meet our future care needs in a fiscally efficient and ethically responsible manner? SRADCC is a key component in spearheading the Greater Richmond Age Wave Plan to ensure that our region is prepared and able to respond to this population's health and wellness needs. Impact Accomplishments: Maintained a podiatry clinic in partnership with Earnest Foot and Ankle, PLC, which is providing foot care to 10 participants, helping identify potentially debilitating conditions, reducing the potential for falls, and avoiding complications associated with diabetes and other conditions. Hired a clinical nurse manager who expands on-site health assessments, expedites Medicaid applications, and troubleshoots barriers to Medicaid enrollment. Made significant facility upgrades and repairs, including new plumbing, new heating and air conditioning, magnetic locks for bathroom stalls and upgraded commodes and sinks. The improvements increased participants comfort and safety and increased efficiency. Established a relationship with the Hull Street Library to provide activities to participants. Established a relationship with Blackwell Elementary School to provide inter-generational activities. In FY 2014-2015, the Center served 29 participants, enabling them to remain living in their homes and communities, where they want to be, preventing 8,191 days of institutional care at an estimated savings of over $1.4 million to caregivers and the community. Goals: Continue to increase caregiver and staff knowledge about healthy eating, diabetes prevention, screening, and care, which will help stabilize blood sugar levels and increase adherence to prescribed therapeutic interventions. Provide additional information and experiential learning activities for caregivers on stress reduction. Establish an art therapy program. The Center will host residents of a local assisted living facility, who will participate along with Center participants. Caregivers and staff of both locations will receive training. The Center is also working to establish a massage therapy program. 2

Needs The community's need for Adult Day Health Care Services is growing rapidly. Within the next 20 years, adults over age 60 will outnumber school-aged children for the first time in history. This dramatic demographic shift, known as the Ave Wave, brings with it significant changes. Adult day services are a critical component of our community's Age Wave readiness. The Center serves vulnerable older adults, the vast majority of whom are low-income, African American women ages 58-94. All experience significant impairment in one or more activities of daily living and have a high prevalence of multiple, chronic conditions including dementia, diabetes, heart disease, hypertension, and psychiatric diagnoses. Their family caregivers need respite to work, maintain other life roles, and reduce caregiver stress and burnout. To meet these needs, the Center seeks: 1. Participant scholarships to offset the gap between participants' ability to pay and the cost of services, an average gap of $600 a month per participant; 2. Ongoing funding for salary and benefits ($60,000) for a full-time clinical nurse manager who provides ongoing, on-site health services; 3. Volunteers for center-based activities, caregiver support group meeting speakers, office assistance, board and committee positions, fundraising, etc. CEO/Executive Director Statement The provision of Adult Day Health Services continues to be rewarding, fulfilling, effective yet challenging. The services provided are vital, necessary and make a significant difference in the lives of participants. Caregivers validate the benefit, and effect these services have on their loved ones, and are willing to share their feelings and gratitude regarding the positive impact of Adult Day Health Care on the participant and the family. We continue to expand the vision for South Richmond Adult Day Care Center to include additional health services to meet the needs of a changing older population with complex medical challenges. Although it is a challenge, we are confident our participants will benefit from these services. As the population ages, we must be ready to meet their needs and ensure these individuals can remain in the community with their families and caregivers, and receive community based services which are beneficial and cost effective. Areas Of Service Areas Served Areas Metro Richmond Richmond, City Chesterfield County Henrico County We serve participants from the City of Richmond and surrounding counties, including Chesterfield, Prince Edward and Henrico. Service Categories Senior Centers/Services Health Support 3

Programs Programs Adult Day Health Care Center Description South Richmond Adult Day Care Center (SRADCC) is a communitybased, structured, supervised program serving older adults who are cognitively and physically impaired and can no longer remain at home alone. SRADCC offers care and services to reduce isolation and promote mobility, wellness and socialization. Participants benefit from regular health assessments and monitoring, music, arts and crafts, exercise, games, discussion groups, special celebrations, mid-day meals and nutritious snacks to improve functioning, memory, and strength. Students come from two elementary schools and two preschools for intergenerational activities. Caregivers receive support, education, links to services, and respite enabling them to provide quality care and work or maintain other life roles with less stress and guilt. SRADCC also helps to ensure that the community has health supports, services, information and referral, and education that provide for the changing needs of the population as it ages. Budget $303,400.00 Strategy Long term Success Short Term Success Yes Our participants experience reductions in unnecessary hospitalization and/or institutionalization. A minimum of 80% of participants will remain living in their homes and communities as healthy, well, and independent as possible despite being eligible for nursing home placement. A day of care at SRADCC costs an average of $50, compared to an average of $198 for a semi-private room in a nursing home, a level of care for which all participants qualify. As a result of SRADCC services, in the last fiscal year, 8,191 days of institutionalization were prevented, at a savings of $1,439,589. Also, 94% of caregivers report that SRADCC services enable them to work and maintain other important life roles. 4

Board & Governance Board Chair Board Chair Rufus Fleming Company Affiliation City of Richmond Department of Justice Services Term Feb 2017 to Mar 2021 Email rufus.fleming@richmondgov.com Board Members Name Affiliation Status Cora Billings RSM Community Volunteer Voting Mr. Rufus Flemming Retired Voting Deborah Perkins MS, APRN, BC, GNP Ms. Karla Peters Mr. Milton Vice Westminster Canterbury Caregiver and Richmond Police Department Marketing & PR Richmond Mid-Atlantic Properties, LLC Voting Voting Voting Mr. Pete Washington PNGJ Enterprises Voting Board Demographics - Ethnicity African American/Black 5 Asian American/Pacific Islander 0 Caucasian 1 Hispanic/Latino 0 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 3 Female 3 Unspecified 0 Governance Board Term Lengths 0 Board Term Limits 3 Board Meeting Attendance % 100 Written Board Selection Criteria? Written Conflict of Interest Policy? Under Development Yes Percentage Making Monetary Contributions 100 5

Percentage Making In-Kind Contributions 0 Number of Full Board Meetings Annually 12 Risk Management Provisions Accident and Injury Coverage Directors and Officers Policy General Property Coverage 6

Management Executive Director/CEO Executive Director Term Start Apr 2017 Email Valerie Watson MPA SRADCC1@verizon.net Experience Ms. Valerie Watson is the Executive Director of South Richmond Adult Day Center. Prior to her position at the center she was the Director of Wellness at Lucy Corr Village in Chesterfield, Virginia. Ms. Watson holds a Master's degree in Public Administration, a Bachelor's degree in Therapeutic Recreation along with a Master of Certificate in Project Management. She has over 17 years of healthcare experience with a significant focus on Alzheimer/dementia research, therapeutic recreational program and implementation, and best practices on how to serve this unique population and their families. Staff Full Time Staff 5 Part Time Staff 0 Volunteers 8 Contractors 0 Retention Rate 100 Plans Organization has a Fundraising Plan? Organization has a Strategic Plan? Management Succession Plan? Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Directors and Officers Insurance Policy Under Development Under Development No Under Development Yes No Yes Yes Collaborations SRADCC partners with Dr. Mark Erdman of Earnest Foot and Ankle, 10 participants receive affordable, on-site foot care, preventing foot problems that can lead to knee, hip, and lower back pain that undermine mobility and can even result in falls and amputation. Many older adults are not able to monitor and care for their own feet and professional care can be cost-prohibitive. Medicare and Medicaid do not cover routine foot care. IVNA provides on-site vaccinations to participants, staff, and community members. Imani Mews apartments residents participate in education opportunities at SRADCC. SRADCC is a field placement site for students from Bon Secour College of Nursing, Virginia Union University School of Social Work, Virginia Commonwealth University's Occupational Therapy and Social Work programs, and St. Catherine's University Occupational Therapy Assistant program. Students receive valuable community-based geriatric care experience, leading some to pursue careers in gerontology, a field with rapidly growing demand. 7

Affiliations Affiliation Year Central Virginia Foodbank Partner Agency 2009 Community Foundations of Virginia 2004 United Way of Greater Richmond & Petersburg Partnership Agency 1996 Awards Awards Award/Recognition Organization Year HOUSE JOINT RESOLUTION NO. 712 Commending the South Richmond Adult Day Care Center Virginia House of Delegates and Virginia Senate 2011 8

Financials Fiscal Year July Fiscal Year 2018 Projected Revenue $303,400.00 Projected Expenses $303,400.00 Endowment Value 0 Percentage (if selected) 0% s -EZ Detailed Financials Revenue and Expenses Total Revenue $346,328 $270,527 $261,843 Total Expenses $277,910 $290,639 $254,940 Revenue Sources Foundation and Corporation $184,250 $109,994 $121,875 Contributions Government Contributions $13,088 $12,291 $0 Federal $13,088 $12,291 -- State -- -- -- Local -- -- -- Unspecified -- -- -- Individual Contributions $12,000 $23,795 $50,338 Indirect Public Support $38,115 $13,622 -- Earned Revenue $98,821 $110,314 $88,461 Investment Income, Net of Losses -- -- $1,169 Membership Dues -- -- -- Special Events -- -- -- Revenue In-Kind -- -- -- Other $54 $511 -- 9

Expense Allocation Program Expense $218,545 $235,109 $208,679 Administration Expense $48,557 $48,968 $41,329 Fundraising Expense $10,808 $6,562 $4,932 Payments to Affiliates -- -- -- Total Revenue/Total Expenses 1.25 0.93 1.03 Program Expense/Total Expenses 79% 81% 82% Fundraising Expense/Contributed Revenue 4% 4% 3% Assets and Liabilities Total Assets $183,828 $116,577 $129,943 Current Assets $146,838 $70,498 $82,015 Long-Term Liabilities $0 $0 -- Current Liabilities $17,040 $18,207 $11,461 Total Net Assets $166,788 $98,370 $118,482 Short Term Solvency Current Ratio: Current Assets/Current Liabilities 8.62 3.87 7.16 Long Term Solvency Long-Term Liabilities/Total Assets 0% 0% 0% Top Funding Sources Top Funding Source & Dollar Amount -- -- -- Second Highest Funding Source & Dollar -- -- -- Amount Third Highest Funding Source & Dollar Amount -- -- -- Capital Campaign Currently in a Capital Campaign? No Goal 0 State Charitable Solicitaions Permit Permit? Exempt 0 Comments Foundation Comments Financial information provided from audited financial statements. Audited financial statements prepared by D. Allen Perkins, CPA, PLC. IRS 990s prepared by Overbey & Woo, LLC. Revenue from "Individuals" also includes support from churches. 10