Center for Excellence in Aging and Geriatric Health

General Information

Contact Information
Nonprofit Center for Excellence in Aging and Geriatric Health
Address 3901 Treyburn Drive

Suite 100
Williamsburg, VA 23185 2891
Phone 757 220-4751
Fax 757 220-4756
Web Site www.excellenceinaging.org
Facebook facebook.com/
Twitter @

At A Glance
Year of Incorporation 2002
Organization's type of tax exempt status Public Supported Charity

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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 2002. 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.

2016 Top accomplishments:

1.Expansion of caregiver support program and corresponding recognition at the state level;
2.Evaluation of telehealth programs to support nursing home residents and vulnerable older adults recently
discharged from the hospital
3.Effective geriatric interdisciplinary team to meet the needs of patients being served in our Geriatric
Assessment Clinic.

2017 Goals:
1.To incorporate care management into the Geriatric Assessment Clinic;
2.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
3.To secure funding to integrate dementia clinical guidelines in primary care sites
Needs
Top 5 Pressing Needs:
1.Test and integrate evidence-based models of care, specifically related to chronic conditions;
2.Secure state and federal funds ($600,000) to implement new programs and support salaries to deliver
programs;
3.Support community's awareness and proactive approach to the large demographic of older adults in our area;
4.Facilitate more education for professionals to better address the needs of persons with dementia and their
caregivers;
5.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

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 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
Patient & Family Support

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Programs

Programs

Health Services Research, Driving Evaluation, Geriatric Assessment Clinic

Description Please visit our website: www.excellenceinaging.org

Budget $250,000.00

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.

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Board & Governance

Board Chair
Board Chair Gordon L. Gentry Jr.
Company Affiliation Towne Bank
Term Jan 2014 to Dec 2018
Email gordon.gentry@townebank.net

Board Members
Name Affiliation Status
Mr. Stephen C. Adams Pomoco Group, Inc. Voting
Kyle R. Allen DO, AGSF VP Clinical Integration & Med. NonVoting
Director of Geriatrics & Lifelong
Health - RHS Lifelong Health &
Aging Related Services
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 Voting
College
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 Voting
Neurology
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

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 Unspecified 0

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

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Management

Executive Director/CEO
Executive Director Gary Richard Jackson
Term Start Jan 2009
Email rjackson@excellenceinaging.org

Senior Staff
Name Title
Christine Jensen Director, Health Services Research
Kim Weitzenhofer 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? Yes
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy Yes

External Assessments and Accreditations

Assessment/Accreditation Year
Joint Commission on Accreditation of Healthcare 2009
Organizations (JCAHO) - Ambulatory Care
Accreditation

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Financials

Fiscal Year
Jan
Fiscal Year 2017
Projected Revenue $850,854.00
Projected Expenses $1,197,396.00
Endowment Value 0
Percentage (if selected) 0%

Form 990s
Form 990
Form 990
Form 990
Form 990
Form 990
Form 990

Detailed Financials
Revenue and Expenses
Fiscal Year 2015 2014 2013
Total Revenue $1,497,618,137 $431,000 $450,000
Total Expenses $1,483,716,056 $811,000 $1,077,000
Revenue Sources
Fiscal Year 2015 2014 2013
Foundation and Corporation -- -- --
Contributions
Government Contributions $2,524,707 $0 $0
Federal -- -- --
State -- -- --
Local -- -- --
Unspecified $2,524,707 -- --
Individual Contributions $901,471 -- $450,000
Indirect Public Support -- -- --
Earned Revenue $1,135,098,703 $431,000 --
Investment Income, Net of Losses $12,679,783 -- --
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other $346,413,473 -- --

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 Expense Allocation
Fiscal Year 2015 2014 2013
Program Expense $1,157,990,043 $748,000 $720,000
Administration Expense $325,646,878 $63,000 $357,000
Fundraising Expense $79,135 -- --
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.01 0.53 0.42
Program Expense/Total Expenses 78% 92% 67%
Fundraising Expense/Contributed 2% -- 0%
Revenue
Assets and Liabilities
Fiscal Year 2015 2014 2013
Total Assets $895,801,617 -- --
Current Assets $578,041,192 -- --
Long-Term Liabilities $19,485,000 -- --
Current Liabilities $336,161,528 -- --
Total Net Assets $540,155,089 -- --
Short Term Solvency
Fiscal Year 2015 2014 2013
Current Ratio: Current Assets/Current 1.72 -- --
Liabilities
Long Term Solvency
Fiscal Year 2015 2014 2013
Long-Term Liabilities/Total Assets 2% -- --
Top Funding Sources
Fiscal Year 2015 2014 2013
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 2012. In 2012, it became a subordinate entity of
Riverside Healthcare Association and is included in their tax exemption. They file a group Form 990 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.

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Created 04.06.2018. Copyright © 2018 The Community Foundation Serving Richmond & Central
Virginia
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