Download IVNA Health Services

IVNA Health Services
General Information
Contact Information
Nonprofit
IVNA Health Services
Address
5008 Monument Avenue, #102
Richmond, VA 23230
Phone
804 355-7100
Fax
804 353-6799
Web Site
www.IVNA.org
Facebook
facebook.com/IVNARichmond
Twitter
@
At A Glance
Year of Incorporation
1989
Former Names
Instructive Visiting Nurse Association
Organization's type of tax exempt status
Public Supported Charity
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Statements & Search Criteria
Mission
IVNA promotes patient health and independence by providing home health care, case management and
advocaacy for patients in need in the Greater Richmond and Tri-Cities area and wellness services and
educational programs for the community.
Background
IVNA was established in 1900 when a small group of nurses from Old Dominion Hospital (now VCU Medical
Center) grew concerned about the lack of access to health care for those not allowed in the traditional hospital
setting due to their race or income. These nurses began visiting Richmond’s poor and sick after their hospital
shifts, organizing themselves as the Nurses’ Settlement. In 1902 the group was chartered as the Instructive
Visiting Nurse Association. IVNA is the first not-for-profit home health care agency in Central Virginia.
Impact
IVNA insures …
the highest quality of home care delivered to more persons in need at a lower cost
guaranteeing conscientious stewardship of the community’s charitable dollars.
IVNA improves the lives of its charity and community care patients by helping them become healthier, more
independent and care plan adherent as well as delaying and/or preventing emergent care and stays in care
institutions. As the area’s safety net or free clinic for home care, these goals are accomplished through the
provision of skilled, intermittent care. Services are provided free of charge to eligible un- and under-insured and
include: skilled nursing, physical therapy, occupational therapy, speech therapy, medical social work, medical
alert monitoring and wellness services including adult immunizations. The agency is Medicare certified and
Medicaid approved.
Home Health Care saves money. It enables frail and vulnerable patients to avoid hospitals and other care
facilities saving Medicare and Medicaid millions of dollars each year. In analyzing data from the Bureau of
Labor Statistics Producer Price Index, The National Association of Home Care (2010) states one day in a
hospital costs $5,765 and a day in a skilled nursing facility costs $544. While the market average of a home
care visit is $162, IVNA’s care visit costs $90. The cost effectiveness is obvious.
Additionally, numerous studies show patients who receive home care services live longer, have fewer
complications and co-infections and recover more quickly. Home health care patients are also much less likely
to require emergent care even after their health has returned.
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Needs
IVNA is the area's Free Clinic of Home Care, its safety net provider. For-profit agencies take limited if any free
patients because 100% of their care is non-reimbursable.
In 2014, IVNA provided initial visits to 598 patients in the greater Richmond and Tri-Cities communities. This
represented a 21.5% increase from 2013 in the number of patients receiving home health care. We anticipate a
similar growth this year and in the coming years. IVNA is the area's Free Clinic of Home Care, its safety net
provider. For-profit agencies take limited, if any, free patients because 100% of their care is non-reimbursable.
While the recent Affordable Care Act has provided insurance to some previously uninsured families in Virginia,
many are still unable to afford insurance because there was not an increase in funding for Medicaid in Virginia.
The most recent and comprehensive data on the uninsured in Virginia can be found in the 'Profile of Virginia's
Uninsured' released by the Urban Institute and the VA Health Care Foundation in April 2013. (www.VHCF.org)
Local rates of the uninsured include,
LOCALITY
NON-ELDERLY ADULTS
CHILDREN (0-18)
Richmond City
19%
6%
Petersburg City
17%
6%
Henrico County
15%
7%
Chesterfield County
13%
6%
Hanover County
10%
5%
Powhatan
14%
8%
For all areas, the uninsured rate for persons aged 65 and older is 1% or less. In general,
• The Virginia uninsured rate is 14.3%. (An increase of 1% since 2011)
• 68.6% of the uninsured in VA live in families with a gross income at or below 200% of the Federal Poverty
Level (FPL).
• 41.8% live below the FPL.
• 62.7% of uninsured children live in families with income at or below 200% of the FPL
• 71% of the uninsured in Virginia are part of working families
IVNA is unique in extending support services such as social work, Lifeline and RiteDose Medication Packaging
to its free care patients. Our RiteDose program has no parallel in the community. Neither insurances nor
entitlements such as Medicare or Medicaid cover RiteDose Packaging as a reimbursable service. IVNA Lifeline
units are provided free of charge to our clients. Ours is the only area agency providing this service for
uninsured clients on any sort of large scale.
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CEO/Executive Director Statement
The importance of IVNA to the community is best stated by its outcomes….
Improving the Quality of Life:
“IVNA is a godsend, without them I don’t know where I would be.”…Mrs. M., age 67, a diabetic, blind and in a
wheelchair but still living in her home thanks to the med-box program
• 49% of our clients saw an improvement in the management of oral medications.
• 90% of patients realized improvement in the status of their surgical wounds.
• 68% of patients achieved improvement in their speech and language abilities.
Improving Independence for Seniors:
“IVNA helped me get the medications I needed when I could not afford them. They also gave me a button
(Health Watch) that I can push if I need help.” - Mary, a widow
• 64% of our clients saw an improvement in cognitive functioning.
• 78% of our clients saw an improvement in light meal preparation.
• 68% of our clients saw an improvement in mental clarity.
Reducing Emergency Room Visits:
“…..Because of IVNA, we do not have to go to the emergency room to get care. They are our guardian
angels.” - Linda, a single mother of two very sick young children, who receives weekly IVNA nursing visits
• 73% of our clients did not require emergent care during their service period.
Protecting the Community’s Health:
“I am grateful for your staff and nurse for the kindness and thoughtfulness last fall when I came for my flu
shot. It was my first experience of ever having a service from your organization.” – Mrs. B.
• In 2012, we delivered over 13,000 flu shots to persons in cooperation with over 280 businesses and
numerous non-profits such as Meals on Wheels and Homeward.
Delivering Quality, Compassionate Home Care:
“My family and I were well pleased with the services I received.” – Mr. E.
-93% of our clients responded that they would use IVNA again.
** NOTE** All percentages listed above exceed the federally risk adjusted benchmarks.
Saving Money:
60 days of home care averages $720
vs. One night in a hospital at $5,765
vs. 60 days in a nursing home at $32,640
The cost effectiveness is unmistakable.
Areas Of Service
Areas Served
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Areas
Metro Richmond
Tri-cities Region
Richmond, City
Ashland
Chester
Chesterfield County
Colonial Heights, City
Dinwiddie County
Ettrick
Goochland County
Hanover County
Henrico County
Hopewell, City
Matoaka
Petersburg, City
Powhatan County
Prince George County
Service area includes but is not limited to the following zip codes:
23030, 23059, 23060, 23063, 23069, 23075, 23102, 23103, 23111, 23112, 23113, 23114, 23116, 23120,
23124, 23129, 23139, 23140, 23141, 23146, 23150, 23192, 23219, 23220, 23221, 23222, 23223, 23224,
23225, 23226, 23227, 23228, 23229, 23230, 23231, 23233, 23234, 23235, 23236, 23237, 23238, 23240,
23294, 23803, 23805, 23831, 23832, 23834, 23836, 23838, 23842, 23860, 23875.
Service Categories
Home Health Care
Health Support
Public Health
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Programs
Programs
Charity Home Health Care
Description
IVNA provides the following Charity Home Care services to un- and
under-insured persons throughout the Greater Richmond area:
o Home Based Skilled Care, including skilled nursing care; physical,
rehab, speech and occupational therapies; infusion services and social
work services to home-bound persons in need. These services are
provided by IVNA staff and other accredited subcontractors.
o MedBoxes,a service which fills a patient medication dispensing box on
a regular basis enabling him or her to manage his or her own medication
adherence and remain safely at home. This service is provided by IVNA
staff, volunteers and contracted pharmacies.
o IVNA Lifeline, a personal emergency response alarm which enables a
home bound patient to contact emergency services at the push of a button
which is worn as a bracelet or pendant.
Budget
$0.00
Long term Success
IVNA will improve the lives of its charity and community care patients by
helping them become healthier, more independent and care plan adherent
as well as delaying and/or preventing emergent care and stays in care
institutions. In so doing, IVNA will provide care in a more cost effective
manner both for the patient and for the health system at large.
Short Term Success
Outcome Objective 1: Patients will show improvement in overall health
condition.
Measurable indicators:
>Improvement in Dyspnea (shortness of breath): Risk adjusted base
target: 60%
>Improvement in status of surgical wounds: 72%
Outcome Objective 2: Patients will live with as great a degree of
independence as possible.
Measurable indicators:
>Improvement in transferring: 43%
>Improvement in light meal preparation: 46%
Outcome Objective 3: Patients will be able to medically manage for
themselves.
Measurable indicators:
>Improvement in management of oral medications: 37%
Systemic Outcome Objective 1: Patients will be satisfied with their overall
experience with IVNA.
Measurable indicators:
>Rating overall experience as “good” on a scale of poor, average or
good: 95%
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Immunizations and Wellness
Description
Wellness immunizations include Influenza (FLU), Shingles, Pneumonia,
Hepatitus B, Meningitis, B12 injections, and Tetnus.
Wellness screenings include Blood Pressure, TB skin test, Glucose,
Cholesterol, and Pulse Oximetry.
COME TO US…..CARE Clinic
The CARE (Consultation, Assessment, Resources, Education) Clinic is
our outpatient facility, located on Monument Avenue. Staffed with RNs
and LPNs the CARE Clinic provides wellness and health education
services. The CARE Clinic is open to the community Monday – Friday
from 9:00am to 5:00pm. Nurses are available for consultation in health
management, education or assistance.
WE WILL COME TO YOU!.....Wellness Clinics
IVNA promotes wellness in the workplace and community by providing a
variety of services at your site. Choose from the services offered or let us
help you and we will bring wellness to you.
Schedule a Wellness Clinic
Let IVNA come to you. If you would like to arrange a Wellness Clinic for
your company or group, please contact Kathy Terrell, RN at 804-2546626.
Budget
$0.00
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Board & Governance
Board Chair
Board Chair
Mr. Rodney K. Adams Esq
Company Affiliation
LeClairRyan
Term
Jan 2013 to July 2016
Email
[email protected]
Board Members
Name
Affiliation
Status
Rodney Adams Esq.
LeClair Ryan
Voting
Rosann Bocciarelli Esq.
Community Volunteer
Voting
Ms. Maureen J. Denlea
Maureen Massey & Company, LLC Voting
Mr. A. Lynn Ivey III
Principal, AERY Consulting
Voting
Robert B. Jones Esq.
The Alliance Group
Voting
Dr. Dianne Reynolds Cane MD
Commonwealth of Virginia
Voting
Elsie Rose CPA
Yount Hyde & Barbour
Voting
Sue Schutt
St. Catherine's School
Voting
Bill Sparrow
Retired
Voting
Jeffrey Wilt
The Monument Group
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
5
Female
6
Unspecified
0
Governance
Board Term Lengths
3
Board Term Limits
2
Board Meeting Attendance %
86
Written Board Selection Criteria?
Yes
Written Conflict of Interest Policy?
Yes
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Percentage Making Monetary Contributions
100
Percentage Making In-Kind Contributions
100
Number of Full Board Meetings Annually
6
Standing Committees
Audit
Executive
Finance
Additional Board Members
Name
Affiliation
Charlotte P. Edney RN
Retired Nurse
Mr. Wally Stettinius
Cadmus Communications, Retired
Louise Vaughn-Willis RN
St Phillips Hospital, Retired
Comments
The following planning initiatives support IVNA’s goals of
1) advancing the mission, 2) protecting the core mission services, 3) maintaining financial stability, 4) ensuring
long-term viability of the agency, and 5) striving to ensure the highest quality of home care delivered to more
persons in need at a lower cost guaranteeing conscientious stewardship of the community’s charitable dollars.
Patient Services
• To quantify the level of community need for and to evaluate gaps in charitable home health care services and
expand service offerings as resources allow.
• To explore and forge strategic relationships with community entities which further the mission of IVNA as well
as expand upon IVNA’s core mission services.
• To continue to monitor patient outcomes and program performance through active and involved evaluation and
monitoring activities. (Ongoing)
• To complete and implement the patient services database system.
• To expand community wellness, education and outreach activities as human and financial resources allow.
Governance
• To expand Board of Trustees membership according to a matrix of skills, talents and resources needed to fully
achieve the activities and goals of the Board.
• To develop and implement an Invitation for Bids (IFB) for services of an accounting firm to perform the
agency’s annual audit and complete the necessary IRS reporting forms.
• To actively promote IVNA in the community, meeting with area stake holders, fundraising, and strategizing.
• To revise agency bylaws to reflect the current structure and processes of the agency, including evaluating
agency structure for possible consolidation.
• To expand the Board’s committee structure to include non-Board members in an effort to accomplish the plans
and efforts of the agency.
• To meet no less than bi-monthly to monitor the programmatic and financial progress of the agency, monitor
and plan its fundraising activities and address other matters as necessary.
• To annually review and amend as necessary the agency’s Planning Initiatives.
• To initiate a new strategic planning initiative in 2016.
Revenue
• To establish a 2013-2014 Fund Development Plan, which shall be led by the Board of Trustees and staffed by
the President and will include means to grow a reserve fund and establish a planned giving program.
• To monitor federal health reform efforts and Commonwealth of Virginia related activities to assess and
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respond to their impact on vulnerable populations particularly in relation to IVNA services and mission.
• To explore opportunities for and implement resource sharing with other organizations including back office
services.
• To secure insurance reimbursement contracts (Anthem, COVAcare, etc.) for wellness/flu immunizations
enabling the agency to compete for additional contracts such as the state.
Expenses
• To examine and edit as necessary the personnel policies and benefits structures of the agency including but
not limited to the retirement and leave benefit policies.
• To freeze all salaries and wages no longer than absolutely necessary.
• To continue to evaluate all expenses for ways to reduce costs.
Resources
• To plan for the future of the IVNA Foundation.
• To explore ways to maximize the value of the building including evaluating ownership of the building in relation
to the current economic and real estate environment.
• To expand volunteer resources for the agency.
Other
• To develop and implement as financially feasible a PR/Marketing plan with the goal of expanding IVNA name
recognition and which focuses primarily on print, electronic and social media venues.
• To explore available options with community financial institutions for mortgage, treasury and credit services.
• To create a more welcoming physical atmosphere in the public spaces of the clinic.
• To secure capital funding enabling replacement of the building’s increasingly costly T-12 lighting system.
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Management
Executive Director/CEO
Executive Director
Ms. Sue C. Speese MHA
Term Start
Jan 2015
Email
[email protected]
Experience
Sue has served as the Chief Operating Officer of IVNA since 2005, providing oversight and case management
for IVNA's Charity Home Health Care program. Sue has a Master's in Health Administration since 1982. Sue
has over 35 years in non-profit management. Prior to coming to IVNA, Sue served as the Executive Director for
Richmond's High Blood Pressure Center and the Virginia Health Council.
Former CEOs
Name
Term
Mr. Jim Beckner
Feb 2009 - Jan 0
Charlene Peters
Apr 1998 - Nov 2006
Senior Staff
Name
Title
Lynn Feria RN
Wellness Manager
Staff
Full Time Staff
2
Part Time Staff
2
Volunteers
20
Contractors
23
Retention Rate
66
Plans
Organization has a Fundraising Plan?
Under Development
Organization has a Strategic Plan?
Yes
Years Strategic Plan Considers
4
Date Strategic Plan Adopted
June 2013
Management Succession Plan?
Yes
Organization Policy and Procedures
Yes
Nondiscrimination Policy
Yes
Whistleblower Policy
Yes
Document Destruction Policy
Yes
Directors and Officers Insurance Policy
Yes
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Collaborations
Collaboration is a hallmark of IVNA’s business conduct.
IVNA is the only home health care agency partnering with free clinics, community health centers and ACCESS
NOW, Richmond Academy of Medicine’s referral service connecting eligible free clinic patients to hospital,
specialist and surgery services for free care. **Flu shots to Meals on Wheels’ homebound clients. **Each of the
local health systems in caring for their un- and under-insured Home Care patients. **Current contract Care
Partners include Sheltering Arms Home Healthcare, Advance Care, Hanover Home Health, KidzKare, Sentara
Home Health, Jewish Family Services, Virginia Healthcare Services and Heaven Sent Home Health Services of
Petersburg. **Home Solutions Infusion Company for home based infusion care including medication, supplies
and skilled nursing care. **Family Lifeline for free Phillips Lifeline units to those in its patient base who
qualify. **Fitzgerald’s Lafayette Pharmacy for ongoing wellness activities and medbox support for elderly
patients. **A number of other United Way agencies and other businesses to provide health screening services
such as TB screenings and Hepatitis immunizations. **More than 200 area agencies, businesses, religious
entities, nursing homes, senior living communities, etc. to provide on site immunization clinics.
External Assessments and Accreditations
Assessment/Accreditation
Year
Centers for Medicare and Medicaid Services (U.S.
Department of Health and Human Services) Medicare Certification
2011
Awards
Awards
Award/Recognition
Organization
Year
2010 Home Care Elite Agency
OCS HomeCare
2011
Outstanding Home Care Agency,
Highest Ranking Non-Profit in
Central VA
Advisor Med
2011
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Financials
Fiscal Year
Jan
Fiscal Year
2015
Projected Revenue
$1,264,209.00
Projected Expenses
$1,264,209.00
Endowment Value
0
Spending Policy
N/A
Percentage (if selected)
0%
Form 990s
Form 990
Form 990
Form 990
Form 990
Form 990
Form 990
Form 990
Detailed Financials
Revenue and Expenses
Fiscal Year
Total Revenue
Total Expenses
Revenue Sources
Fiscal Year
Foundation and Corporation
Contributions
Government Contributions
Federal
State
Local
Unspecified
Individual Contributions
Indirect Public Support
Earned Revenue
Investment Income, Net of Losses
Membership Dues
Special Events
Revenue In-Kind
Other
2014
$932,207
$1,065,539
2013
$1,653,543
$1,408,022
2012
$1,544,502
$1,251,284
2014
$149,600
2013
--
2012
--
$0
----$78,231
$180,000
$518,777
----$5,599
$0
----$392,597
$180,000
$420,072
$277,356
---$383,518
$0
----$406,820
$202,620
$336,111
$260,878
---$338,073
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Expense Allocation
Fiscal Year
Program Expense
Administration Expense
Fundraising Expense
Payments to Affiliates
Total Revenue/Total Expenses
Program Expense/Total Expenses
Fundraising Expense/Contributed
Revenue
Assets and Liabilities
Fiscal Year
Total Assets
Current Assets
Long-Term Liabilities
Current Liabilities
Total Net Assets
Short Term Solvency
Fiscal Year
Current Ratio: Current Assets/Current
Liabilities
Long Term Solvency
Fiscal Year
Long-Term Liabilities/Total Assets
Top Funding Sources
Fiscal Year
Top Funding Source & Dollar Amount
Second Highest Funding Source & Dollar
Amount
Third Highest Funding Source & Dollar
Amount
2014
$1,014,193
$41,312
$10,034
-0.87
95%
2%
2013
$1,136,784
$261,653
$9,585
-1.17
81%
2%
2012
$1,005,971
$235,776
$9,537
-1.23
80%
2%
2014
$198,930
$194,270
-$292,104
($93,174)
2013
$6,152,947
$446,333
$1,331,289
$354,336
$4,467,322
2012
$5,969,217
$404,864
$1,383,437
$363,979
$4,221,801
2014
0.67
2013
1.26
2012
1.11
2014
0%
2013
22%
2012
23%
2014
---
2013
---
2012
---
--
--
--
Capital Campaign
Currently in a Capital Campaign?
No
Goal
0
Capital Campaign Anticipated in Next 5 Years?
No
State Charitable Solicitaions Permit
Permit?
Yes Nov 2014
Registration
Yes Nov 2013
Comments
Organization Comments
If you are examining IVNA’s financial information on this page, you are probably wondering how IVNA is
structured.
Instructive Visiting Nurse Association (IVNA) is actually made up of three separate legal corporations, each with
its own 501c3 tax exempt status and tax ID number. This structure was created several years ago when
changes in Medicare and Medicaid necessitated dividing IVNA’s different services into separate legal
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entities. These entities are IVNA (administration), IVNA Health Services (community wellness and flu
immunization program) and IVNA Foundation (fundraising).
Today, IVNA functions as one organization with different programs and common budgeting. The audit reflects
this as it combines the entities into one audit report. However, IRS 990s cannot be combined so each of the
legal entities must submit its own separate Form 990.
Only the IVNA Health Services 990 is listed on this page. In our commitment to total transparency, 990s for all
the entities are attached as additional documents. The total agency fundraising expense is 1.19%.
Foundation Comments
• Audit represents IVNA and its subsidiaries, which includes IVNA Home Health Care, IVNA Health Services
and the IVNA Foundation
• Form 990 represents IVNA Health Services
• Financial information provided by audit
Created 10.26.2016.
Copyright © 2016 The Community Foundation Serving Richmond & Central
Virginia
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