Annual Report 2013 - Watertown Area Cares Clinic

Annual Report 2013
415 S. Eighth Street
Watertown, WI 53094
920.206.7797
WatertownAreaCaresClinic.org
Dear Friends,
2013 Board of Directors
Medical Director - John Basarich, MD (Jan. - Aug.)
- Fred Gremmels, DO (Sep.- Dec.)
Chair - Carol Quest, RN
Vice Chair - Donene Rowe, MD
Secretary - Sandy Torgerson
Treasurer - Tim Beine, CPA
Members Michael Grajewski, MD; Mike Scher;
Rachel Powell; Rita Brafford; Nate Salas
Ex-officio Carol Mertins, Jill Nadeau
Our Mission
We strive toward providing
improved access to healthcare in the
Watertown area, with a focus on
identifying populations that are in need
and the available resources. We will
coordinate the compassion and caring of
the people of our area to create solutions
and build a healthier community.
From Our Director
As I write this letter we are beginning to see the effects of the change in
childless adult Medicaid (0 to 100% FPG), the gap (100 to 138% FPG) and
the Affordable Care Act or ACA (100 to 400% FPG). The gap is being defined as the difference between Wisconsin’s unexpanded Medicaid (0100%) and the subsidies provided for those whose income is over 138%
under the ACA. We believe that many of the patients who fall into this category will remain our patients or become our patients as they file for the
hardship waiver.
At a recent National Association of Free Clinic conference, I learned that
the projected number of uninsured in the US in 2019 will be 30 million. We
are grateful and cherish your support through these uncertain times. Wherever possible, we are trying to assist people in the process of obtaining insurance so that your support will continue to go to those for whom
insurance is unavailable or unaffordable.
In other news, you might be interested to know that we piloted a new innovation in health care this year. We obtained a grant to train two health educators who surveyed each of our patients for alcohol usage, smoking and
depression. They spent the last year educating and referring our patients for help in these areas. UW-Health
Partners-Watertown was so impressed with our results
that they hired one of our volunteer health educators. They are also looking to placing mental health
providers in their clinics as we have done.
Again, thank you all from the bottom of my heart!
My patients thank you also!
Carol
Carol Mertins, DNP, ANP-BC
Executive DIrector
Medication Assistance
One of our most successful programs is the Patient
Assistance Program. Many free clinics use a majority of
their donated funds to pay for medication. While we do
pay for some things - such as diabetes testing equipment most of our patients’ medications are paid for by
pharmaceutical companies.
We use a computer program - called RxAssist - to generate
applications and keep patient records.
We received over $536,900 in free medication
for our patients in 2013!
OVER $2, 267,112 since 2008!!
2013 Ed Opperud
Memorial Volunteer Recognition
Awarded to
Michael Scher &
Geralynn Andrews
Two of the clinics many volunteers were
presented with the Ed Opperud Memorial
Volunteer of the Year award. As always, it
was difficult to select only two people, we
are very fortunate to have so many amazing
volunteers.
The 2013 award was given to Mike Scher for
all his hard work organizing our first - very
successful - golf outing. Geri received her
award for the many hours she has spent
helping patients at the clinic.
Clinic Visits in 2013
3,026
2012 - 2,440, total since 2008 - 11,991
Total clients in 2013
735
62% of clients from Jefferson County
36% of clients from Dodge County
(L to R): Michael Scher, Marianne Opperud,
Geralynn Andrews, Dr. Carol Mertins and
Dr. John Basarich.
Demographics
Age
Under 18
18-24
25-34
35-44
45-64
65 & up
Total
Percent
27
76
144
131
333
24
Total
African Amer.
Asian
Hispanic
Native Amer .
Other
White
Arthritis
Asthma
Cardio Vas.
Dental
Dermatology
Diabetes
Gastrointestinal
Gen. Physical
Gynecology
HEENT
Full
Not in labor force
Part time
Retired
Seasonal
Unemployed
3.67%
10.34%
19.59%
17.82%
45.31%
3.27%
Ethnic Origin
Diagnosis
Employment
17
7
205
11
7
477
Total Percent
39
7
222
49
141
421
138
54
100
148
1.04%
1.09%
5.92%
1.31%
3.76%
11.24%
3.68%
1.44%
2.67%
3.95%
Percent
2.31%
0.95%
27.89%
1.50%
0.95%
64.90%
Total
124
86
141
17
27
331
Poverty Level
100 -149%
150-199%
Greater than 200%
Less than 100%
Other
White
Hypertension
Mental Health
Musculoskeletal
Neurological
Obesity
Pregnancy
Respiratory
Uro-Genital
Percent
16.87
11.70%
19.18%
2.31%
3.67%
45.03%
Total
172
91
7
318
7
477
Percent
23.40%
12.38%
.95%
43.27%
0.95%
64.90%
Services
Total Percent
290
953
565
90
14
5
167
100
7.74%
25.43%
15.08%
2.40%
2.62%
0.13%
4.46%
2.67
COMPREHENSIVE MEDICAL CARE
- Primary, preventive and some specialty
care for adults and children
- Orthopedics - Gynecology - Podiatry
- Care for chronic diseases, including
Diabetes, Asthma and other chronic diseases
- Diagnostic and laboratory services
EDUCATION AND OUTREACH
- Health education, including chronic
disease management and weight loss
MENTAL HEALTH
- Short-term therapy
Statement of Activities Jan. - Dec. 2013
Ordinary Income/Expenses
Income
Donations-Individual
Donations-Businesses
Donations-Churches/Civic Groups
Donations-Foundations
Fund Raisers
Golf Outing
Tour Da Goose - Sponsorship
Tour Da Goose - Fees
Circus
Total · Fund Raisers
Interest Income
Rental Income
Other Misc Revenue
Pass-through Income/Expenses
Pass-through income
Rent Expense
Lab and radiology expenses
T1 line expenses
PAP-medication discounts
Total · Pass-through Income/Expenses
Total Income
Expenses
Advertising and Promotion
Fund Development Expenses
Golf Outing Expenses
Bike Ride
Advertising & Promotion
Apparel
Insurance
Meals & Entertainment
Rental Fees
Total Bike Ride
Online Processing Fees
Total 6010 · Fund Development Expenses
11,297.99
12,100.00
13,744.39
52,000.00
12,845.01
14,055.90
16.38
1,650.00
28,567.29
503.96
600.00
702.00
913,573.76
-28,116.00
-345,872.53
-2,683.61
-536,901.62
0.00
119,515.63
477.30
4,273.37
1,177.50
1,671.07
530.00
2,042.49
420.00
5,841.06
102.90
10,217.33
Bank Service Charges
39.00
Contributions
100.00
Depreciation Expense
10,841.00
Dues and Subscriptions
779.00
Insurance Expense
Insurance Expense-Workers Comp
900.00
Insurance Expense-D&O
2,274.00
Insurance-Professional Liab
2,477.00
Insurance Expense - Other
500.00
Total Insurance Expense
6,151.00
Janitorial Expense
231.52
Medical Records and Supplies
6,143.90
Office Supplies
3,939.42
Postage
243.60
Nurse Practitioner/Exc Dir-Wage
46,910.22
Fund Devolpement Director-Wages 11,371.25
PAP Wages
7,805.30
Payroll Tax Expenses
6,601.92
Accounting Fees
7,100.00
Payroll Processing Fees
570.00
Repairs and Maintenance
163.00
Telephone Expense
1,683.94
Travel Expense
764.30
Vaccines and Medicines
114.00
Miscellaneous Expenses
56.99
Total Expense
122,303.99
Net Loss
-2,788.36
Statement of Financial Position
ASSETS
Current Assets
Checking/Savings
Checking - Town & Country Bank
Money Market - Town & Country
Total Checking/Savings
Other Current Assets
Undeposited Funds
Prepaid Insurance
Prepaid Licenses
Total Other Current Assets
Total Current Assets
Fixed Assets
Furniture and Equipment
Leasehold Improvements
Accumulated Depreciation
Total Fixed Assets
TOTAL ASSETS
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Total Current Liabilities
Total Liabilities
Equity
Unrestricted Net Assets
Net Loss
Total Equity
TOTAL LIABILITIES & EQUITY
(as of Dec. 31, 2013)
6,184.96
110,445.10
116,630.06
21,299.43
3,702.00
574.78
25,576.21
142,206.27
31,667.66
70,000.00
-19,769.00
81,898.66
224,104.93
4,177.66
4,177.66
222,715.63
-2,788.36
219,927.27
224,104.93
What our patients are saying -
“I had no health insurance and no income, and needed
to have blood tests every six months. I was able to see a
DNP (Doctor of Nurse Practice), who ordered the blood
tests that were necessary to get one of my medications.
She also helped me navigate the form to request my
other medication for free. This was a huge help at the
time, as the financial burden on our family would have
been significant. All the people I came into contact with
at the WACC were caring and supportive, and reminded
me that I didn't have to feel guilty about using their services. I felt like I didn't deserve to have free services from
them, as there probably were people who needed the
support more than I did.
I still have a way to go to get back on my feet financially, but I am confident I will get there, and then I will
be able to give back to an organization that has helped
me and thousands of others over the years. Thank you
to the ordinary men and women, and the medical professionals, who volunteer and give their time without
compensation. They are truly angels who live among us.
They take care of those in our community who have
nowhere else to turn for help with their health care
needs.”
Our 2013 Volunteers
Geralynn Andrews
Veronica Barrales
Joyce Bartmann
Dr. John Basarich
Tim Beine
David Block
Dr. Barbara Bock
Jozi Beauchane
Tammie Boese
Rita Brafford
Larry Braunschweig
Mary Braunschweig
Dr. David Byrne
Richard L. Cerney
Frank Chrisinger
Dr. Bruce J. Cochrane
Tracy Daniels
Delores Draves
Lisa Durant
Rebecca Eichstadt
Homero Esquivel
Elizabeth Fritz
Adam Fullmer
Gretchen Geist
Lisa Glad
Dr. Greg Graglia
Dr. Michael Grajewski
Dr. Frederick Gremmels
Colleen Grotelueschen
Chris Groth
Dr. Richard Haight
Bridget Halbersma
Rodrigo Hernandez
Jeanne Higgins
Dr. Richard Holden
Kate Hooper
Brenda Hrobsky
Karen Huelse
Tammy Jones Hawkins
Mike Klinger
Curt Kleppin
Joan Kressin
Jennifer Kum
Sarah Kurtz
Amanda Lawton
Dr. Steven LeGrow
Josie Mack
Christina Manion
Annette Marcks
Jamie Marlewski
Hector Marroquin
Dan Mertins
Susan Mertins
Brad Meyers
Doris Michael
Cynthia Mielke
Amanda Milford
Dr. Amar Miller
Dr. Gerry Miller
Alexis Morrow
Karla Mullen
Sonia Muniz
Brett Murphy
Dee Nielsen
Dr. Van Ly Nguyen
Kay Nicoll
Dr. Kevin L. O'Halloran
Julie Olsen
Bernie Pederson
Rachel Powell
Dr. Dave Quanbeck
Carol Quest
Tim Rhine
Dr. Cheryl Roets
Jack Roets
Dr. Donene Rowe
Nate Salas
Gus Sarmiento
Mike Scher
Sandra Schlicher
Kristin Schultz
Pauline Schultz
Joan Schwegel
Anthony Scola
Kathy Siegel
Kathy Sorenson
Vilma Staude
Danielle Stegal
Dr. Michael Sullivan
Peg Theder
Sue Tietz
Sandra Torgerson
Theresa Toser
Josh Tueting
Zina Turtenwald
Wendy Ullsvik
Connie Wanke
Tori Wepfer
William Whitley
Kathleen Wichman
Andrew Worley
Angela Zastrow
Dawn Zimmerman
Volunteer Hours in 2013:
5,572
Medical Volunteers:
15 providers, 15 nurses and 2 pharmacists
Office Volunteers:
7 data entry clerks, 7 receptionists, 1 transcriptionists
Other volunteers:
1 volunteer - coordinator, 1 office coordinator, 19
screeners and interpreters, 2 volunteer coordinator
assistants, 2 inventory keepers, 2 cleaning people
Our Board of Directors and Fund Raising Team
are also volunteers.
Our Fundraisers
TourDaGoose.com
DoItInTheDarkGolf.com
Our Donors
Organizations
FBO Marianne Opperud
Joseph & Sharon Darcey Foundation
Helen Bader Foundation
Myra M. & Robert L. Vandehey Foundation
Earl & Eugenia Quirk Foundation, Inc.
Watertown Area United Way
Tomorrow's Hope, Inc.
City of Watertown
Menasha Corporation Foundation
on behalf of Tim Schuler
Wisconsin Aviation
Kiwanis Club of Watertown
Women of Good Shepherd Lutheran Church
Watertown Moravian Church
Watertown Rotary Club
Watertown Area United Way
St. Bernards
Watertown Lions Club
Catholic Women's Club
Watertown Area United Way
Giving Ladies of Watertown-GLOW
Ebenezer Moravian Church
Women of Good Shepherd Lutheran Church
Cross Lutheran Church
J&L Tire
C&L Hair Design
Rock River Pizza
Wal-Mart
Jack Safro Ford on behalf of
Bridget Halbersmar
Individuals
Dale & Diane Helgerson
Bud & Sheila Kempen
David Block
Mark Paulek
Victor Adame
Dewayne & Dorothy Roberson
Thomas & Janice McGorey
Tryg Aasen
Jose Onel Pineda Ortuno
Larry & Mary Braunschweig
Emily Stoddard
Kathleen Siegel
Phyllis Weeden
Tom & Sue O’Connor
Richard & Mary Witte
Thomas & Ruth Ann Borbe
Mark Kaminski
Donna Perry in honor of Harriet Perry
Carol Quest
Fred & Cynthia Gremmels
Paul & Donna Brunner
Joan & Steve Schwegel
Event Sponsors
Tour da Goose
Jannsen & Company
Watertown Family Practice
2Rivers Bicycle & Outdoor
Physicians of WRMC
Modern Woodmen of America
Power Test
Destination Donation
Baker-Rullman Mfg. Inc.
Area Dental Clinic
Associated Bank
Mike & Monica Grajewski
Maas Brothers
Oswald-Konz Financial
Scher Financial Northwest Mutual
Facilitated Healing
Do It In The Dark Golf Outing
Physicians of Watertown
Regional Medical Center
J&L Tire
Town & Country Bank
Baker-Rullman Manufacturing, Inc.
Northwestern Mutual- Scher Financial Group
Total Waste Solutions
Budget Print
Mass Brothers
Data Tek
Entrust
Watertown Family Practice
Jannsen & Co.
Hafmeister Funeral Home
Hendricks Electric
Ameriprise Financial- Mike Williams
Riverside Dental- Dr. Groh
LSM Chiropractic
Dodge Concrete
Marquardt Manor
Tahmina Aafreen, MD
What our patients are saying
“I brought my mom in, who had not
seen a doctor in several years. My
mom has worked so hard all her life.
She no longer has insurance because
she is unable to work full time and
not old enough to fully retire. She
has hypertension, is losing her vision
and is an uncontrolled diabetic. You
gave my mother and I peace today. I
cannot say thank you enough.”