Center for Excellence in Aging and Geriatric Health

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1 Center for Excellence in Aging and Geriatric Health General Information Contact Information Nonprofit Address Center for Excellence in Aging and Geriatric Health 3901 Treyburn Drive Suite 100 Williamsburg, VA Phone Fax Web Site Facebook facebook.com/ At A Glance Year of Incorporation 2002 Organization's type of tax exempt status Public Supported Charity 1

2 Statements & Search Criteria Mission To integrate interdisciplinary aging research with clinical capabilities to develop innovative programming that can be applied and sustained by Riverside Health System, the community and other providers of aging-related services to improve care and better meet the needs of a growing older adult population. Background We are a 501(c)(3) nonprofit organization created in Our focus is the provision of unique specialty services for older adults and their caregivers. Through our academic partners we conduct health services research to improve the skills of health practitioners and family caregivers who serve older adults. Impact To lead the development of model communities that will promote the well-being and independence of people as they age through translational research and widespread application Top accomplishments:expansion of caregiver support program and corresponding recognition at the state level;evaluation of telehealth programs to support nursing home residents and vulnerable older adults recently discharged from the hospitaleffective geriatric interdisciplinary team to meet the needs of patients being served in our Geriatric Assessment Clinic Goals:To incorporate care management into the Geriatric Assessment Clinic;To expand offerings of our caregiver support programs to new communities in Virginia and to serve our health system colleagues who are engaged in elder care; and To secure funding to integrate dementia clinical guidelines in primary care sites Needs Top 5 Pressing Needs:Test and integrate evidence-based models of care, specifically related to chronic conditions;secure state and federal funds ($600,000) to implement new programs and support salaries to deliver programs;support community's awareness and proactive approach to the large demographic of older adults in our area;facilitate more education for professionals to better address the needs of persons with dementia and their caregivers;develop partnerships with key academic and medical institutions including UVA and VCU. CEO/Executive Director Statement The Center, through its health services and applied research and provision of unique and special services for older adults and their caregivers, works to create a model community for older adults and their caregivers. Areas Of Service Areas Served Areas Metro Richmond Charles City County Gloucester County King and Queen County Richmond, City Henrico County Mathews County New Kent County Hampton Roads Southside Virginia Greater Hampton Roads, Richmond Metro area and Central Virginia Service Categories 2

3 Patient & Family Support 3

4 Programs Programs Health Services Research, Driving Evaluation, Geriatric Assessment Clinic Description Please visit our website: Budget $250, Long term Success We have been in existence for 10 years and provide unique and specialized services for older adults. Recently allianced with a major health care system. 4

5 Board & Governance Board Chair Board Chair Gordon L. Gentry Jr. Company Affiliation Towne Bank Term Jan 2014 to Dec Board Members Name Affiliation Status Mr. Stephen C. Adams Pomoco Group, Inc. Voting Kyle R. Allen DO, AGSF VP Clinical Integration & Med. Director of Geriatrics & Lifelong Health - RHS Lifelong Health & Aging Related Services NonVoting Mr. Walter W. Austin, Jr. CFO Riverside Health System Voting Patricia Barry MD Retired Geriatrician Voting Ms. Deloris H. Becker D.H. Becker & Associates LLC Voting Wade Broughman EVP/COO Riverside Health System Voting John Dever PhD Thomas Nelson Community College Voting Ms. Carolyn S. Felling Retired W&M Voting Mr. Gordon L. Gentry Jr. Towne Bank Voting Ms. Sally Hartman Sr. VP Riverside Health System NonVoting Ms. Vicki M. Hauser Hausers Jewelers Voting Ms. Barbara Haywood Hausers Jewelers Voting Ed Heckler VP Lifelong Health NonVoting Thomas J. Reagan MD Riverside Hampton Roads Neurology Voting Mr. Conway W. Smith Retired Attorney Voting Mr. Kirby H. Smith Tidewater Marine Surveys Voting Board Demographics - Ethnicity African American/Black 0 Asian American/Pacific Islander 0 Caucasian 17 Hispanic/Latino 0 Native American/American Indian 0 Board Demographics - Gender Male 11 Female 6 5

6 Unspecified 0 Governance Board Term Lengths 0 Board Term Limits 0 Board Meeting Attendance % 0 Written Conflict of Interest Policy? Percentage Making Monetary Contributions 75 Percentage Making In-Kind Contributions 0 Number of Full Board Meetings Annually 0 6

7 Management Executive Director/CEO Executive Director Gary Richard Jackson Term Start Jan Senior Staff Name Christine Jensen Kim Weitzenhofer Title Director, Health Services Research Director, Community Relations Staff Full Time Staff 5 Part Time Staff 3 Volunteers 4 Contractors 4 Retention Rate 0 Plans Organization has a Strategic Plan? Management Succession Plan? Organization Policy and Procedures Nondiscrimination Policy Whistleblower Policy Document Destruction Policy Directors and Officers Insurance Policy External Assessments and Accreditations Assessment/Accreditation Joint Commission on Accreditation of Healthcare Organizations (JCAHO) - Ambulatory Care Accreditation Year

8 Financials Fiscal Year Jan Fiscal Year 2017 Projected Revenue $850, Projected Expenses $1,197, Endowment Value 0 Percentage (if selected) 0% s Detailed Financials Revenue and Expenses Total Revenue $1,497,618,137 $431,000 $450,000 Total Expenses $1,483,716,056 $811,000 $1,077,000 Revenue Sources Foundation and Corporation Contributions Government Contributions $2,524,707 $0 $0 Federal State Local Unspecified $2,524, Individual Contributions $901, $450,000 Indirect Public Support Earned Revenue $1,135,098,703 $431, Investment Income, Net of Losses $12,679, Membership Dues Special Events Revenue In-Kind Other $346,413,

9 Expense Allocation Program Expense $1,157,990,043 $748,000 $720,000 Administration Expense $325,646,878 $63,000 $357,000 Fundraising Expense $79, Payments to Affiliates Total Revenue/Total Expenses Program Expense/Total Expenses 78% 92% 67% Fundraising Expense/Contributed Revenue 2% -- 0% Assets and Liabilities Total Assets $895,801, Current Assets $578,041, Long-Term Liabilities $19,485, Current Liabilities $336,161, Total Net Assets $540,155, Short Term Solvency Current Ratio: Current Assets/Current Liabilities Long Term Solvency Long-Term Liabilities/Total Assets 2% 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 The Center was an independent organization before In 2012, it became a subordinate entity of Riverside Healthcare Association and is included in their tax exemption. They file a group with other entities included in the group exemption.the financial analysis for 2012 is from financial statements provided by the organization and representative solely of the Center. 9

10 Created Copyright 2019 The Community Foundation Serving Richmond & Central Virginia 10