Northern Neck-Middlesex Free Health Clinic Inc.

Northern Neck-Middlesex Free Health Clinic Inc. General Information Contact Information Nonprofit Northern Neck-Middlesex Free Health Clinic Inc. Address P.O. Box 1694 Kilmarnock, VA 22482 Phone 804 435-0575 Fax 804 435-9017 Web Site www.nnmfhc.org Facebook facebook.com/ Twitter @ At A Glance Year of Incorporation 1993 Former Names Organization's type of tax exempt status Northern Neck Free Health Clinic, Inc. Public Supported Charity 1

Statements & Search Criteria Mission We embrace health and wellness as the foundation for quality of life, and we dedicate ourselves to providing the highest level of health care to all those who ordinarily lack access to it within our community. Background Since its founding in 1993 through 2015, the NNMFHC which includes a Medical Clinic, on-site Counseling services, an on-site Pharmacy, a six-station Dental Clinic, two Outreach sites, and an auxiliary building for specialty clinics - has: Served 13,500 individuals in a five-county service area Hosted 143,624 patient visits Distributed 485,752 prescriptions Recorded 325,957 volunteer hours Provided $82 million worth of health care In October of 1992, the community gathered to discuss healthcare concerns in the Northern Neck, and the Northern Neck Health Action Group (NNHAG) was formed. By August of 1993, the NNHAG created and incorporated the Northern Neck Free Health Clinic, which began operations on October 7, 1993 in borrowed space at the Lancaster County Health Department. Clinics were held once a week. October, 1996: Phyllis F. Smith donates $100,000 to have a facility that combines administrative and clinical operations. The facility at 115 DMV Drive is now the Phyllis F. Smith Building and used as an auxiliary facility in Kilmarnock. April, 2002: An Outreach Clinic opens in Montross. April, 2003: The Clinic moves into a permanent home on William B. Graham Court in Kilmarnock and is named after Mary A. Graham. Services now are offered five days and two evenings a week out of the Clinic s 10,500-square-foot health-care home. January, 2004: The Dental Clinic opens to a waiting list of 600. The first staff dentist is hired in May, and a partnership with the VCU School of Dentistry allows for students to rotate through the Clinic and work with volunteer dentists. February, 2009: An Outreach Administrative Office opens in Middlesex County. 2010: The Clinic gains accreditation from the Virginia Association of Free Clinics. 2010: On-site mental health counseling begins through a partnership with the Middle Peninsula-Northern Neck Community Services Board. 2011: Weekly Group Diabetic Clinics are begun. Patients meet individually and as a group with medical providers and specialists to cover various aspects of diabetes, from diet and nutrition to HbA1c levels and pharmaceutical counseling. 2013: The Clinic hires a new Medical Director and a full-time staff nurse practitioner; observes its 20th anniversary of serving the community; upgrades its Dental Clinic to digital, and provides more than $8 million worth of health care. 2015: A nurse navigator is hired to help connect patients to community resources. 2016: The Clinic Pharmacy fills its 500,000th prescription. 2

Impact In 2015, the Northern Neck - Middlesex Free Health Clinic: Provided $7,068,763 worth of health care Hosted 9,065 patient visits Recorded 17,017 volunteer hours Through its volunteer structure, turned every $1 in donations into $6 worth of care Hosted 21 students from two colleges Continued strategic planning in conjunction with changes in the health-care environment Goals for the current year are to: Continue upgrading computer systems and networks throughout the Clinic (Medical Clinic, Dental Clinic, Pharmacy, Administration) Purchase software for electronic health records in the Medical Clinic (already done in the Dental Clinic) Expand Dental Clinic hours to serve more Medicaid and low-income Medicare patients in addition to the lowincome uninsured Expand Outreach Clinic hours Encourage a team approach in the Medical Clinic, to better tie in primary care, mental-health counseling and group treatments such as the Diabetic and Musculoskeletal Clinics. Move toward the patient-centered medical home concept. Needs Monetary support Increase the number of grant opportunities for the Clinic Increase the number of individual donors Increase bequests and memorials Expand support from area businesses Expand support of the church community Volunteers Increase number of volunteer providers in Medical and Dental Clinics and Pharmacy Increase the number of volunteers working in all areas: administrative, clerical, filing and data entry work; eligibility screenings; patient reception; patient scheduling Supplies, Miscellaneous Upgrade computers in all departments Purchase software for Electronic Health Records CEO/Executive Director Statement Twenty-three years ago, the Northern Neck Free Health Clinic began as a one-night-per-week operation in borrowed space. Today it delivers more than $7 million worth of health care annually through its Medical Clinic, Dental Clinic, Pharmacy, on-site mental health counseling services, two outreach sites, and an auxiliary facility. Thanks to volunteers and the community's support, every $1 in donations results in $6 worth of health care. 3

Board Chair Statement With so many changes in the health-care field, the Northern Neck - Middlesex Free Health Clinic has been involved in understanding the emerging new realities and determining where we can best serve our community. Many uncertainties are present, yet whatever the future holds we will continue on the path we already are traveling a commitment to being there for the under-served. The Clinic will continue being needed, perhaps more than ever. While the Affordable Care Act (ACA) and Medicaid expansion will help many, others will be left out of this health safety net. There will be health-care holes for different reasons and some that haven t been recognized yet. Individuals may not be able to find a medical provider due to the number of patients overwhelming the medical practices. The poor reimbursement rates of Medicaid to physicians may force physicians to restrict the number of Medicaid patients seen. Patients may find it difficult to get into Medicaid. Insurance exchanges will be too expensive for many. Because dental care is largely not addressed by the ACA, we are also looking at ways to expand Dental Clinic operations. Clinic Board members and staff have been preparing for these changes. They have attended workshops looking at the ACA s effect on the under-served, and joined a collaborative to gain deeper resources to help us understand our community s needs. We are developing strategic plans to get us in the best position to respond to the coming needs. We have also worked to educate our community by hosting programs discussing the ACA and the under-served. We know we will be as essential to the health of the community in the future, as we have been for the last 23 years. We look forward to continue the high standards of our operations as the future unfolds. Areas Of Service Areas Served Areas Richmond County Westmoreland County Northumberland County Middlesex County Lancaster County The Clinic's service area includes four counties in Virginia's Northern Neck and Middlesex County. This wide geographical area has a high number of low-income uninsured residents in need of a health-care home. Many residents who do work hold several part-time, low-paying, and seasonal jobs to make ends meet. Service Categories Community Clinics 4

Programs Programs NNMFHC Medical Clinic Description The Medical Clinic is open 5 days and 2 evenings a week for general and chronic care. Group Diabetic Clinics are held weekly, and Musculoskeletal Clinics monthly. On-site mental health counseling is available. An Outreach Clinic is held every other week in Westmoreland County and an Outreach Office once a week in Middlesex County. Budget $0.00 NNMFHC Dental Clinic Description The Dental Clinic opened in 2004 to a waiting list of over 500. It operates with a staff dentist and in partnership with the VCU School of Dentisty. Final-year dental and hygiene students visit the Clinic in two-week rotations to work with the staff dentist and hygienist and volunteer providers. Budget $0.00 NNMFHC Pharmacy Description The Pharmacy is for the benefit of NNMFHC patients. The Clinic applies to pharmaceutical companies on behalf of each patient to acquire the medicines they need. The Pharmacy also serves other low-income residents who have difficulty affording their medications. Budget $0.00 Mental Health Description A psychiatric nurse practitioner provides counseling services weekly. Budget $0.00 5

Board & Governance Board Chair Board Chair Mr. John O'Shaughnessy Company Affiliation bank vice president Term July 2015 to July 2018 Email joshaughnessy@chesbank.com Board Members Name Affiliation Status Dr. Richard Baylor MD Physician, retired Voting Mrs. Jane Birdsong Public health nurse, retired Voting Ms Bonnie Bryant Homemaker, philanthropist Voting Ms Jo Crockett Social Worker Voting Mr Scott Graham Insurance Voting Mr R Page Henley businessman and attorney, retired Voting Mr. William Lee Community volunteer Voting Mr John May Businessman, retired Voting Ms R Jean Nelson Executive Director Voting Mr. John O'Shaughnessy Community Volunteer Voting Ms. Kathryn K Vose Consultant Voting Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 0 Caucasian 10 Hispanic/Latino 0 Native American/American Indian 0 Board Demographics - Gender Male 6 Female 5 Unspecified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Meeting Attendance % 0 Written Conflict of Interest Policy? Yes 6

Percentage Making Monetary Contributions 100 Percentage Making In-Kind Contributions 0 Number of Full Board Meetings Annually 12 Standing Committees Executive Nominating Strategic Planning / Strategic Direction Finance Personnel 7

Management Executive Director/CEO Executive Director Ms. Jean Nelson Term Start Sept 1993 Email jnelson@nnmfhc.org Staff Full Time Staff 6 Part Time Staff 13 Volunteers 401 Contractors 0 Retention Rate 0 Plans Organization has a Strategic Plan? Under Development 8

Financials Fiscal Year July Fiscal Year 2017 Projected Revenue $1,311,270.00 Projected Expenses $1,305,700.00 Endowment Value 2250004 Spending Policy Percentage Percentage (if selected) 4% s Detailed Financials Revenue and Expenses Total Revenue $2,955,855 $4,072,161 $5,872,969 Total Expenses $3,576,929 $4,270,988 $4,997,338 Revenue Sources Foundation and Corporation -- $112,395 $452,154 Contributions Government Contributions $196,572 $205,912 $0 Federal -- -- -- State -- -- -- Local -- -- -- Unspecified $196,572 $205,912 -- Individual Contributions $678,830 $714,843 $599,556 Indirect Public Support -- -- -- Earned Revenue $143,237 $168,378 $319,210 Investment Income, Net of Losses ($2,830) ($16,380) $398,591 Membership Dues -- -- -- Special Events -- -- -- Revenue In-Kind $1,936,301 $2,874,646 $4,084,411 Other $3,745 $12,367 $19,047 9

Expense Allocation Program Expense $3,428,992 $4,143,165 $4,855,196 Administration Expense $119,429 $92,324 $99,434 Fundraising Expense $28,508 $35,499 $42,708 Payments to Affiliates -- -- -- Total Revenue/Total Expenses 0.83 0.95 1.18 Program Expense/Total Expenses 96% 97% 97% Fundraising Expense/Contributed Revenue 3% 3% 4% Assets and Liabilities Total Assets $4,831,928 $5,190,323 $5,423,263 Current Assets $2,186,740 $3,516,240 $3,686,775 Long-Term Liabilities $32,954 $38,958 $45,249 Current Liabilities $85,930 $71,119 $98,940 Total Net Assets $4,713,044 $5,080,247 $5,279,074 Short Term Solvency Current Ratio: Current Assets/Current Liabilities 25.45 49.44 37.26 Long Term Solvency Long-Term Liabilities/Total Assets 1% 1% 1% 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? Yes Campaign Purpose Our current Capital Campaign is for our transition to EMR (Electronic Medical Records), and all technology improvements that need to be made in order to make this happen. Goal 126000 Dates July 2014 to June 2017 Amount Raised To Date 15000 as of Aug 2015 Capital Campaign Anticipated in Next 5 Years? No State Charitable Solicitaions Permit Permit? Exempt 0 10