2015annual report

to those in needGIVING HELP, HEALTH AND HOPE

CELEBRATING TWO DECADES...

1 2015annualreport

Board of Directors

Back Row (l-r): Jack Staton, Secretary; Vic Puliafico; Jeff Weidig, MD; Bob Frady,Vice-President; Stuart Oglesby, DDS

Front Row (l-r): Cheryl Lundin, RN; William Griffin, DDS, President; Lee Schmidt; Dick Ferris, Esq; Torie B. Bashay, RN, BSN, MSHRM

Not pictured: David Johnson, Treasurer; Tom Ruch

EXECUTIVE DIRECTOR Message from the

This year is a special one for Lackey Clinic in so many ways. It is first of all our 20th

year of providing free quality health care to low income and uninsured patients

who’ve come to our door seeking help and hope.

This Anniversary is certainly a time for reflection. We’ve included a pictorial timeline

in this report that reminds us of how far Lackey Clinic has come from that little

walk-in clinic of 1995 to the comprehensive healthcare center we are today.

Though 2015 is a year to celebrate (and that we did in fine style with our Gala),

it’s also a year to contemplate and to address the challenges and opportunities

that the future will bring. Our Board and staff are busy developing the long-term

strategies to respond to the changes in the way healthcare will be delivered and

paid for in the coming years.

Lackey is truly a grassroots movement when it comes to the delivery of healthcare.

We are the community’s response to its own healthcare needs. We are neighbors

helping neighbors. For that reason and so many others, it is my joy, privilege, and

passion to serve as Executive Director of Lackey Clinic.

Carol L. Sale, RN, MSN

Executive Director

Our Mission

To provide skilled, compassionate healthcare and

counseling to the medically disadvantaged in a

manner that honors the name of Jesus Christ.

Our Vision

A community with access to loving healthcare,

wellness and hope.

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TEAM OF VOLUNTEERS Our dedicated

Besides marking our 20th Anniversary of giving help, health and hope to

those in need, 2015 was a year of growth and progress in a variety of ways.

Lackey Clinic became the first free and charitable clinic in Virginia to be

recognized as a Patient-Centered Medical Home by the National Committee

for Quality Assurance (NCQA), the nation’s leading proponent for quality

standards in healthcare.

The number of patients served surpassed 1,600 in fiscal year 2015 and total

patient visits increased to more than 12,500. At the same time, our ability to

deliver comprehensive medical, dental, ocular, mental health, spiritual care

and other services continued to expand with additional staff and equipment.

An expanded development effort proved successful in bringing both more

dollars and more donors. Highlights included a $300,000 Anniversary

Challenge Matching Campaign and designation by The Kiwanis Club of

Williamsburg as one of two “Headliner Award” recipients for 2015-2016.

We completed several major communication initiatives, the most notable

being the launching of a completely redesigned, bi-lingual website to better

serve our patients, volunteers and donors.

HIGHLIGHTS Year-in-review

Without our incredible team of more than 400

volunteers, both professional and laypersons,

Lackey Clinic could not provide the quality

and compassionate care we do. In 2015, these

remarkable individuals gave some 23,000 hours

of their time (valued at about $761,000) to

help staff with everything from the front desk

to our 14 specialty services and clinics. They are

truly Lackey’s heart and soul. They make our

Clinic the unique place it is.

VOLUNTEERS92.5% Lackey Clinic has over 400 volunteers with only

30 staff members of which half are part-time

VOLUNTEER HOURS = $761,00023,000

Carol Sale, RN, MSN, Executive Director

Ralph Robertson, MD, Medical Director

Bill Griffin, DDS, Dental Director

Michelle Barnett, Director of Patient Assistance

Terri Barras, Dental Coordinator

Reverend Charles (Chip) Froehlich, Chaplain

Dianne Guse, RPh, Lead Pharmacist

Garvin Maffett, Ed.D., Director of Development

Valerie Marshall, Director of Information Systems

Jim Price, Director of Finance

Grace Rutledge, Assistant Director of Development

Kim Spencer, Director of Volunteers and Operations

Barbara Stewart, Front Office Manager

Jennifer Yates, Cinical Coordinator

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LEADERSHIP TEAMSupport staff and

FINANCIAL UPDATELackey Clinic 2015

Although our mission first and foremost is caring

for the needs of our patients, we strive to be

good financial stewards and use every dollar we

receive wisely and well—especially because nearly

100 percent of our funding comes from foundation

grants, individual donors and corporate partners.

We’re pleased to report that in fiscal year 2015 (July 1, 2014–

June 30, 2015), for every dollar we received from our benefactors we were

able to turn that into $6.00 in quality health care for our patients.

Here are a few facts. With our annual operating budget of $1.9 million this

year, we were able to provide:

l MEDICALCAREANDSERVICESSURPASSED

1,688PATIENTSVALUEDAT$2MILLION

l MORETHAN34,000PRESCRIPTION

MEDICATIONSWITHRETAIL

VALUEOF$6.5MILLION

l MORETHAN12,500PATIENT

VISITSPROVIDINGOVER

$11MILLIONINSERVICES

DIRECTPATIENTCARE$1,162,690

INDIRECTCARE$445,445

ADMINSERVICES$343,504

Grants/Foundations:

$945,765

Donations:$704,385

Business/CivicOrgs:$187,536

Churches:$59,490

PatientDonations:$70,426

TotalRevenue:$1,967,602

Expenses

Revenue

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Memories and MILESTONES

1996The clinic moves from

Rising Sun to Charles

Brown Community Center.

1997Jim receives diagnosis

of bone marrow cancer

in the cervical spine—

the Clinic is closed.

1998Jim and Cooka reopen

the Clinic with Mrs. Lockley.

After 3 months, the first

volunteer nurse starts.

Clinic volunteers meet to

form the first board.

2000Maryann McKee hired

as the first Executive

Director.

Second clinic session

on Monday mornings

is opened by Christina

Swenson, M.D. Clinic now

meets on Monday am and

Thursday pm weekly.

Yorktown Volunteer

Association agrees to

donate $30,000 to

purchase the land for the

new clinic building.

Virginia Association

of Free Clinics (VAFC)

membership approved.

Lackey is approved for

Neighborhood Assistance

Program (NAP) credits by

the state of Virginia.

Property at 1620 Old

Williamsburg Road is

formally purchased.

2003Dedication and Grand

Opening of 3150 sq ft

new Lackey Free Clinic

building takes place.

Clinic opens with two

walk-in clinics and one

chronic-care clinic day

with visits by appointment.

Kay Bradley is hired as

new Executive Director.

Dental Clinic opens with

Josh Lachine, DDS, as

Dental Director.

2005Chronic Care Clinics

expands from one to three

per week.

Don Swope is hired as a

part time Chaplain. No

other free clinic in the state

has a salaried Chaplain.

1999 2001 2002 2004

1995Weekly Thursday night clinic sessions begin at

Rising Sun Baptist Church with volunteers Jim

Shaw MD, Cooka Shaw, and Mrs. Russell Lockley.

2000Clinics at the Charles Brown center are run like a

“MASH” unit, setting up and taking down, tables

and chairs and seeing patients in one exam and

one assesment room.

2002Ground breaking for the Lackey Free Clinic

building takes place, attended by York County

Supervisors.

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2006Parking lot expansion

increases the parking

lot by one-third.

2007Lackey purchases adjacent

property at 1610 Old

Williamsburg Road for

future site.

Robert Bradley, Jr.

becomes the new

Executive Director.

Dr. J. Shaw resigns as

Board-President as

a planned move to

transition the clinic to a

board led organization.

Medical Director becomes

a full-time salaried position.

Lackey Free Clinic is

one of the first three

free clinics in the state

to be accredited by the

Virginia Association of

Free Clinics.

Cattrell Owens, MD, is

hired as the first salaried

Medical Director.

2011Electronic Medical Records

is implemented and used

on first patients.

Dental hygienist is hired.

2012The ground breaking for

the 6,000 sq. ft. building

addition takes place.

Carol Sale, RN, MSN,

becomes the new

Executive Director.

Ralph Robertson, MD,

becomes the new salaried

Medical Director.

2014The first Dental Evening

Clinic takes place.

Echocardiography and

Ultrasound machines

are donated.

Lackey becomes the first

free and charitable clinic

in Virginia to be officially

recognized as a qualified

Patient-Centered Medical

Home by the National

Committee for Quality

Assurance (NCQA).

OCT and digital

retinopathy machines

are donated.

Lackey receives the Kiwanis

Club of Williamsburg

Headliner Award.

2008 2009 2012 2015

2006York County planning division supports zoning

changes for a 1,000 sq. ft. building addition to

the rear of the Clinic. The addition will house

administrative staff.

2013The F. Dewey Gottwald, Sr. 6000 sq. ft. addition is completed—

increased the four exam rooms to 10, added two group rooms

for patient education and five dental operatories.

201520th Anniversary Gala honors the vision, mission

and faith of Jim and Cooka Shaw, while celebrating

the achievements of all those who’ve given of their

time, charity and devotion to help our patients.

www.lackeyclinic.org

757.886.06081620 Old Williamsburg Road

Yorktown, VA 23690

Dedication

For more than 20 years, Dr. Jim Shaw and his

wife Cooka have provided guidance, inspiration

and leadership to everyone connected with

Lackey Clinic. On July 29, 2015, Jim Shaw passed

away after a long and valiant battle with cancer.

His faith, love and wisdom will be missed. In

honor of Jim and Cooka, we dedicate this report.