promoting access.improving health. · 2019-08-20 · opinions together to address tough...
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ANNUAL REPORT 2009
Promoting Access. Improving Health.
The mission of the Maine Health Access Foundation is to
promote affordable and timely access to comprehensive, quality
health care, and improve the health of every Maine resident.
As the state’s largest health care foundation, the Maine Health
Access Foundation (MeHAF) supports strategic solutions to
address Maine’s health care needs, particularly for people who
are uninsured and medically underserved.
T H E M I S S I O N
Maine Health Access Foundation
T A B L E O F C O N T E N T S
2 | Maine Health Access Foundation
4 New Tools, Technologies & Community Partners
6 Advancing Health Reform
8 Promoting Patient & Family-Centered Care
10 Strengthening Maine’s Safety Net
12 2009 Grants & Contracts
17 Statement of Financial Position
18 Board of Trustees / Community Advisory Committee
2009 Annual Report | 3
M E S S A G E F R O M T H E B O A R D C H A I R & P R E S I D E N T
In the last year we’ve heard how the collapse of Wall Street has caused jobloss and economic insecurity on Main Street. Many Maine nonprofits arebeing pushed to the brink as they face more demand for services while
funding has been curtailed or eliminated.
Philanthropy was not immune to this turmoil. Endowments, which fuelphilanthropic grantmaking and operations, fell significantly, prompting somefoundations to cease new grantmaking or trim existing programs. AlthoughMeHAF’s endowment declined, our Board affirmed that we would meet ourgrantmaking commitments, continue support for key programs, and evenoffer new funding.
The realities of this new economy have prompted us to think deeply andcreatively about how to advance our work to meet the needs of Maine people.Philanthropy does not have sufficient resources to replace shrinking publicsupport, nor can it underwrite core operations over the long-term. But there areother ways foundations can strengthen nonprofits in these challenging times.
Grantmaking is our most well-known function, yet there are other tools wecan tap to foster change. In 2009, we participated in the new “ViabilityProgram” for nonprofits, marking a new approach for MeHAF aimed atstrengthening health sector agencies.
We fielded the new Fund for the Future – employing efficient socialnetworking tools to assist community-based health solutions.
As a trusted partner, MeHAF has brought dedicated people with diverseopinions together to address tough issues.We’ve commissioned research andconducted evaluations so leaders know what works and what doesn’t.This isvital for more informed advocacy, public policy, and program improvements.
MeHAF has also been nimble enough to help leverage unexpected newopportunities. In 2009, we helped Maine leaders secure new healthinformation technology funding provided in the federal “stimulus bill.”
As the state’s largest nonprofit health foundation, Maine people expectMeHAF to keep pushing forward to promote access and improve health.We’re prepared to reach deeper into that philanthropic toolbox to go beyondgrantmaking to help our nonprofit partners meet the challenges ahead.
Cheryl L. Rust
Wendy J.Wolf
Cheryl L. RustCHAIR, BOARD OF TRUSTEES
Wendy J. Wolf, MD, MPHPRESIDENT & CEO
New Tools,Technologies & Community Partners
Building Stronger NonprofitsWorking in collaboration with the Maine CommunityFoundation, Maine Association of Nonprofits, Institute for Civic Leadership, United Ways, and Common GoodVentures, MeHAF supported a new approach to build thecapacity of our nonprofit partners through a ViabilityProgram.Working in a specific sector, a small group ofnonprofits was offered the opportunity to participate in a two-day clinic that connected them with experts inbusiness, finance, communications, board governance and nonprofit management.After conducting an internalassessment of their organization, experts and their sectorcolleagues shared strategies, helped participants developaction plans aimed at strengthening their organizations,and were offered follow-up technical assistance to beginimplementing these plans. In 2009, MeHAF sponsoredseven long-term care organizations for our first ViabilityProgram. Initial feedback from the program was positive,and the foundation will be repeating this program in 2010.
Looking to the Future Funders are constantly challenged to balance theimperative of addressing current issues with the need tolook out over the long term.As the prospect of nationalhealth reform loomed, the MeHAF Board asked how wecan learn more from our nonprofit partners about thenext iteration of issues that would be front and center ifuniversal coverage became reality.This challenge sparked
the development of MeHAF’snew pilot program called Fund for the Future. Based on feedbackfrom Maine people, we know thatpreserving and improving health is highly dependent on havingsupport and resources in thecommunities where Maine peoplelive, work and play. In 2009,MeHAF offered the first
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In the current economy our nonprofit
partners are struggling to align tight
budgets with increased demand. There
are many ways to respond to tough
times, but just working harder won’t
suffice. Philanthropy does not have the
fiscal resources to fill the gaps
nonprofits face, but we can work in
partnership to tap new tools and
technologies, and think creatively about
alternative, more efficient strategies to
meet our core missions and margins.
competitive Fund for theFuture grant opportunity.Drawing on informationderived from communityneeds assessments, the Fundfor the Future was designedto help community leadersdefine and advance strategiesto improve the health of theirneighbors and colleagues.The RFP drew a diverseportfolio of projects from around the state. People wereencouraged to weigh-in on Facebook with commentsabout the proposed projects, and this process strengthenedthe final applications.The three 2009 grantees willpromote healthy food and healthy weight in theirrespective communities.The second pilot round will beissued in early 2010.
Embracing New TechnologiesMeHAF is always seeking new ways to engage morepeople in our work, and widen the circle of ourcolleagues and partners. In 2009, MeHAF developed aFacebook page to spread the word about its new pilotFund for the Future program, and prompt conversationsabout what helps communities be healthy. Using socialmedia to publicize the program and initiate thesedialogues, MeHAF actively solicited ideas fromcommunity leaders and sought feedback from “fans” onvarious project ideas. Questions about the fundingopportunity were addressed through two live chatsessions that drew in a higher number of potentialapplicants than the typical face-to-face bidders’conference.These inclusive outreach strategies linkedMeHAF to new organizations and individuals who shareour commitment to health and health care, and placedMeHAF at the forefront in using Web 2.0 tools forgrantmaking.The foundation’s use of Facebook wasfeatured in a 2009 Robert Wood Johnson Foundationblog post called “What We Give: Doing PhilanthropyDifferently in a Web 2.0 World.”
Streamlining Our ProcessesIn 2009, MeHAF examined our internal processes tosee how we could streamline grantmaking andreporting for our nonprofit partners, while maintainingimportant relationships and contacts.We upgraded ourgrants management software systems, trained staff andimplemented new procedures for on-line grantmakingand timely on-line grant review.To cut down on travelcosts, we offered more webinar trainings and on-linetechnical assistance.These changes will improve theconsistency, efficiency, and standard documentation ofour grantmaking processes, and decrease paperwork,reporting requirements and administrative burdens onour grantees. MeHAF tested its first on-line grantapplication with our new Fund for the Future, and inDecember 2009, the foundation converted itsDiscretionary Grants program to an on-line application.
2009 Annual Report | 5
Advancing comprehensive health reform is a
national undertaking, but the new federal
legislation will have varying impacts on
states depending on their economy,
population demographics, existing health care
systems and previous efforts to push state-
level health reform. MeHAF sees national
reform as a key strategy to achieve our
mission. In 2009, the foundation seized the
opportunity, in a nonpartisan way, to share
with policymakers how Maine’s experiences
with state-based reform and our grantees’
practical approaches to improve care could
inform and deepen the national debate.
Tapping Maine’s ExperienceMaine’s efforts to advance health reform must becomplementary to national reform to achieve universalaccess to care. In 2009, MeHAF reached out toMaine’s Congressional delegation, spoke with localleaders and business groups, and published editorials inan effort to inform and deepen the debate on nationalhealth reform in a way that advanced our vision, valuesand experience.As a nonpartisan foundation, MeHAFis in a unique position to share policy lessons learnedfrom Maine’s health reform efforts, the work ofgrantees in the field, and knowledge generated fromfoundation-funded policy research. MeHAF’s policywork was featured at a Congressional briefing thatfocused on the role health philanthropy can play inpromoting public policy, supporting implementationand ensuring public engagement and education.
Improving Quality, Lowering CostsConcern over rapidly escalating costs has spurredbipartisan interest in national health reform. In Maine,leaders from all sectors know that rising costs threatencoverage.A diverse group of MeHAF granteescomprised of business coalitions, advocacy groups,policy organizations and others are working onachievable strategies to “bend the cost curve” so accesscan be preserved.Their projects include developingnew payment reform models; building tools for qualityand cost transparency so people can make informeddecisions about care; educating providers so that
prescribing practices are driven byobjective science rather than marketing;and evaluating peer support programs asan effective, lower cost way to improvecare. Maine’s Congressional delegationwas keenly interested in these strategies torein in costs.As policy makers continue todebate national reform, the strategiesadvanced by our grantees are practicalsteps we can take now to make Maine’shealth care system more responsive,effective, patient-centered and affordable.
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Advancing Health Reform
Practical Advice from Maine People About ReformOne of MeHAF’s most important roles is to ensure thatthe experiences of Maine people inform policy changesand reform efforts. In 2009, the Department of Healthand Human Services and seven grantees joined MeHAFto identify ways to strengthen the understanding, impact
and value of MaineCare for its members.The groupresearched local and national best practices, and gatheredinput from Maine people on improvement strategiesusing surveys and focus groups. Nearly 1,000 people,including those served by public and private programsand the uninsured, shaped the final recommendations inImproving the Health of Maine People: Getting Down toBasics. The report presents practical and policy-drivenstrategies that people felt were essential for improvinghealth, such as extending office hours, offering same dayappointments, and providing help to understandprevention, treatments and medications. People alsopointed out that ensuring good health means reachingbeyond clinic or hospital walls to communities. It’s a clearreminder that for health reform to succeed, people needhelp and support in their communities to achieve betterhealth, rather than just coverage for treatment of disease.
Building Informed LeadersState-based and national healthreforms are complicated processesthat require our best thinking.The foundation sponsors an arrayof learning opportunities forpeople drawn from all sectorsacross Maine to ensure thatleaders have the fundamentalknowledge and skills required tomeet the challenges of reforming
Maine’s health care system.Working with the MaineDevelopment Foundation, MeHAF sponsors a biennialPolicy Leaders Academy conference on health care forthe new legislature. Foundation funding also helpedLeadership Maine expand its experiential curriculum soleaders have an understanding of how health careimpacts Maine’s economy.Annually, the legislativeleadership is invited to select a bipartisan group oflegislators to attend the annual National Academy forState Health Policy meeting with MeHAF support.Thefoundation also provides scholarship underwriting to theHanley Health Leadership Development program as wellas Leadership Maine so leaders from nonprofits servingMaine’s uninsured and underserved can participate inthese important programs.
2009 Annual Report | 7
The foundation continually seeks opportuni-
ties to make the health care system work
better for those it serves. This focus lies at
the heart of our work to promote patient and
family-centered care. Many providers see
the office practice or hospital as the center
of care. Yet Maine people are clear that
community resources are key elements of
what it takes to preserve and improve
health. In 2009, MeHAF expanded its work
to promote care integration to ensure that
community support is a core component of
patient and family-centered care.
Promoting Patient & Family-Centered Care
Expanding Care Integration Across Maine Promoting patient and family-centered care is a long-term strategy. In 2009, the foundation awarded $1.4million to the final cadre of six new grantees to advancethe integration of mental and behavioral health withprimary health care services.The insights and practicaladvice of 43 integration grantees and their 150 partnerorganizations are guiding our collective efforts toreshape the structure, payment and culture of day-to-daypractice, so patients receive more timely, seamless andcoordinated care from physicians, nurses, psychologists,social workers and other health professionals. Movingforward, this initiative will more fully integratecommunity resources by reaching beyond the officesetting.A new grant to the Maine Department ofHealth and Human Services, Center for Disease Controland Prevention will promote public messages aboutways to improve mental health, publicize communityresources, and build local support for Maine people sothey can get help in their communities.
Learning TogetherHealth care organizations and foundations across thenation are deeply engaged in promoting coordinated,seamless, patient and family-centered care. Quarterly,MeHAF invites local and national experts and leaders in
the field to learning sessions with our 43integration grantees and their collaborativepartners.This has improved grantees’ day-to-day practice, offered new perspectives andstrategies to overcome barriers to integratedcare and spurred greater synergy andcoordination of their work.The learningsessions raise awareness of other Maine-basedinitiatives and studies, such as the Patient-Centered Medical Home pilot and theEmergency Department Utilization study,where support for integrated care can bestrengthened and expanded. MeHAF alsoparticipates in New England and national
affinity groups of foundations focused on integrated careand improving mental health.
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Improving Policy and Aligning Incentives Doctors, nurses, mental and behavioral health specialistsand other providers across Maine are working hard tooffer more patient and family-centered care in theirpractices.Yet sustaining this approach requires overcomingan array of system-level barriers. MeHAF has convened astatewide Integration Initiative Policy Committeecomprised of visionary health care leaders and consumeradvocates who are guiding our efforts to advance policy.Drawing on information from policy experts across thecountry, recommendations from the commissioned MaineBarriers to Integration Study, as well as the on-the-groundexperiences of the Integration Initiative grantees, thisgroup is identifying specific regulatory, licensure,reimbursement and other changes that must occur tosupport and sustain integrated care moving forward.Tohelp align incentives and reimbursement practice,MeHAF sponsored an integration reimbursement trainingmeeting attended by 71 participants to highlight currentpayment strategies that support care integration.
Listening to Our CommunitiesIn May 2009, the foundation’s Community AdvisoryCommittee partnered with Grantmakers in Health toco-sponsor a National Meeting on CommunityEngagement.This meeting, which was held in Portland,Maine, raised important issues on how foundationsengage, listen to and meet the needs of variouscommunities. Over the course of the two-day meeting,participants shared strategies on how funders andnonprofits can actively seek input from new andemerging constituencies to deepen their work.As part ofthe conference, Grantmakers in Health conducted asurvey of health foundations from across the nation todetermine how they seek formal and informal communityinput. Following the conference, Grantmakers in Health
published a View from the Fieldauthored by MeHAF staff thatsummarized the meeting’s keyfindings and messages.Thispublication has been cited byseveral national philanthropies,including a new Council onFoundation guide: 10 Ways forIndependent Foundations to ConsiderDiversity and Inclusive Practices.
2009 Annual Report | 9
The economic downturn has strained health
care safety net organizations as they strug-
gle to provide care for more people who are
uninsured and underserved. In 2009, the
American Recovery and Reinvestment Act
infused new funding into community health
centers, but many other vital safety net
providers were untouched by this infusion of
new dollars. In response, MeHAF focused its
safety net grantmaking on key organiza-
tions that did not receive stimulus funds to
help boost their capacity to meet the needs
of low-income people and the uninsured.
Strengthening Maine’s Safety Net
Expanding Access to Oral Health A new emergency department (ED) analysis found theleading cause of preventable ED visits for Maine adultsages 15 to 44 was seeking relief from untreated dentalpain and disease. Good oral health is critical to overallhealth, yet many people face significant barriers gettingcare. Maine’s oral health safety net provides affordable,high quality care, yet these providers often face fiscal andworkforce recruitment challenges as they strive to meetdemand. In 2009, MeHAF provided funding to eightoral health safety net providers to expand operatories,purchase state-of-the-art equipment, and install newclinical software.These grants help meet short-termchallenges, but MeHAF is also focused on longer-termsolutions.As part of our sustained commitment toimprove oral health, the University of New England wasawarded a planning grant to develop a comprehensivestrategy for recruitment and outplacement training thatwill be vital components of building Maine’s dentalworkforce through the new College of Dental Medicine.
Small Rural Hospitals Strengthen MedicationSafety PracticesAbout 40% of Maine’s hospitals are small “critical access”hospitals (CAHs) that serve rural communities. Since2008, fourteen CAHs have joined forces with theQuality Forum, Maine Office of Rural Health andPrimary Care, and MeHAF to strengthen medicationsafety and management.Working with USM Muskie
School of Public Service faculty, the CAHsparticipate in facilitated learning sessions tolearn from national best practices and eachother, and get technical assistance to advancemedication safety in their institutions. Projectsfocus on improving communication aboutmedications; using personal health folders sopatients have up-to-date medication lists; andusing new technology like bar code scanning,electronic medication dispensing machines andcomputer systems for reconciling medications.
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The CAHs work garnered the 2009 President’s Awardfor Excellence from the New England Rural HealthRoundtable, and was featured in a poster presentationand session at the Institute for Healthcare ImprovementAnnual National Forum on Quality Improvement inHealthcare.
Accessing and Managing Medications toImprove HealthHelping Maine’s increasing number of uninsured orunderinsured access free or low-cost medication is vitalin treating illness and preserving health. For three years,MeHAF has partnered with 10 organizations to providefree or low-cost medications and improve the ability ofpatients and providers to manage medications.Throughthe work of these grantees over 4,000 new patientsaccessed more than $12 million in free and low-costmedicines through pharmaceutical patient assistanceprograms. Patients also received assistance applying forother important public programs for which they wereeligible.At the start of these projects, more than 40% ofthe people receiving assistance reported being in fair orpoor health, but with better access and management ofmedications nearly half these patients reported improvedhealth with fewer doctor visits, less need to visit theemergency rooms, and fewer hospitalizations.
Charting the Health Needs of People in Maine’sTribal NationsVery little data exists on the current health status andquality of care for enrolled members of the state’s fourfederally recognized tribes in five tribal communities:The Aroostook Band of Micmac Indians,The HoultonBand of Maliseet Indians,The Passamaquoddy TribeIndian Township,The Passamaquoddy Tribe PleasantPoint, and The Penobscot Indian Nation.Tribal healthdirectors have been working together to plan andimplement a comprehensive community healthassessment.A new MeHAF grant will help support theassessment that will gather aggregate and tribal specifichealth information from all five Maine Tribalcommunities.Tribal health directors will use thisinformation to guide program planning, development,implementation and evaluation.
2009 Annual Report | 11
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ORGANIZATION PROJECT TITLE 2009 AMOUNT TOTAL AWARD
Cost ContainmentNEW PROJECTS
Consumers for Affordable Health Building Consumer Confidence in and Understanding of Health $60,000.00 $120,000.00Care Foundation Cost and Quality Reforms in Maine
Maine Center for Economic Policy Constraining Cost and Sustaining Access: Policy Prescriptions $60,000.00 $120,000.00
Maine Equal Justice Partners Continuity of Coverage for MaineCare Members: Policies to Improve $59,925.00 $118,018.00Care and Achieve Cost Savings
Maine Health Management Coalition Developing a Value-Based Payment Model: Creating Incentives for $60,000.00 $120,000.00Foundation Coordinating Patient-Centered Care
Maine Primary Care Association Cost Containment through Creation of a Risk Based MCO $60,000.00 $120,000.00
Medical Care Development, Division Promoting Strategic Cost Containment Policies to Preserve and $60,000.00 $120,000.00of Health Improvement Expand Access - Incorporating Oral Health into ROI Studies: Building
a Resource and Methodology
NAMI-Maine Peer and Family Support Project $59,920.00 $119,840.00
Prescription Policy Choices The Initiative to Promote Evidence-Based Prescribing Policies as a $59,998.00 $119,997.00Cost Containment Strategy to Preserve and Expand Health Care Access
TOTAL COST CONTAINMENT GRANTS AND CONTRACTS (8) $479,843.00 $957,855.00
Policy & Leadership DevelopmentNEW PROJECTS
Blue Cross and Blue Shield of 2010 Health Coverage Fellowship $17,000.00 $17,000.00Massachusetts Foundation, Inc.
Center for Health Policy Development 22nd Annual NASHP Conference - All Aboard! Destination: Health Reform $13,334.00 $13,334.00
Daniel Hanley Center for Health Health Leadership Scholarship Program $20,000.00 $52,000.00Leadership, Health Leadership Development Partnership
Maine Development Foundation Raising Statewide Awareness of Health Care as an Economic Driver for $24,950.00 $123,949.00Leadership Maine Participants, including Alumni
TOTAL POLICY & LEADERSHIP GRANTS AND CONTRACTS (4) $75,284.00 $206,283.00
Public Education/Consensus BuildingNEW PROJECTS
Community Concepts, Inc., Family MaineCare Western Maine $20,000.00 $20,000.00Services Dept.
Co-Occurring Collaborative Serving ME Collaborative Strategies to Strengthen the Understanding, Impact, and $19,171.00 $19,171.00Value of MaineCare for its Members
Maine Equal Justice Partners Collaborative Strategies to Strengthen the Understanding, Impact, and $19,280.00 $19,280.00Value of MaineCare for its Members
Maine Primary Care Association Navigating Improvement from the Front Lines $20,000.00 $20,000.00
Medical Care Development, Maine The Strategic Value of School-Based Health Centers in Strengthening $16,347.00 $16,347.00Assembly on School-Based Health Care MaineCare for its Members
NAMI-Maine Collaborative Strategies to Strengthen the Understanding, Impact, and $16,675.00 $16,675.00Value of MaineCare for its Members
Pivot Point, Inc. Facilitation of Collaborative Strategies to Strengthen the Understanding, $22,856.00 $28,000.00Impact, and Value of MaineCare for its Members
Sacopee Valley Health Center Strengthening MaineCare for its Members $20,000.00 $20,000.00
Anita Teague Ruff, MPH Focus Groups $698.00 $698.00
USM/Edmund S. Muskie School of Focus Groups $2,160.00 $2,160.00Public Service, Institute for Public Sector Innovation
TOTAL PUBLIC EDUCATION/CONSENSUS BUILDING GRANTS AND CONTRACTS (10) $157,187.00 $162,331.00
Advancing Health ReformGrants &Contracts
2009 Annual Report | 13
ORGANIZATION PROJECT TITLE 2009 AMOUNT TOTAL AWARD
Other Health Reform GrantsNEW PROJECTS
University of New England Planning and Preparation for a College of Dental Medicine in Maine $82,444.00 $82,444.00
USM/Edmund S. Muskie School of Emergency Department Use Study - Phase II $60,000.00 $60,000.00Public Service, Cutler Institute for Health & Social Policy
TOTAL OTHER HEALTH REFORM GRANTS AND CONTRACTS (2) $142,444.00 $142,444.00
TOTAL GRANTS AND CONTRACTS: ADVANCING HEALTH REFORM (24) $854,758.00
Advancing Health ReformGrants &Contracts
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ORGANIZATION PROJECT TITLE 2009 AMOUNT TOTAL AWARD
Integration InitiativeNEW PROJECTS
Eastern Maine Medical Center, Center Integrating Behavioral Healthcare and Primary Care Services for $80,000 $220,770for Family Medicine Substance Abuse Affected Families
HealthReach Community Health Centers HealthReach Integrated Behavioral Health Initiative $80,000 $230,000
Mercy Hospital P-CCM Integrated Clinical Services $80,000 $230,000
Quality Counts Behavioral Health Integration Metrics System $76,787 $229,955
Maine DHHS, Maine Center for Systems Transformation Grant/Integration of Mental Health into $79,999 $229,999Disease Control and Prevention Public Health Systems
Tri-County Mental Health Services TCMHS Integrated Health in the Bridgton Region $80,000 $230,000
Barbara Shaw, JD “Overview of Medical and Behavioral Health Ethics in the Integrated $885 $885Setting” Presentation
Emily Hill & Associates, Inc. “Integration Reimbursement Strategies Training” Presentation $2,146 $2,146
Holly Korda Consultant Services to Support MeHAF Program Evaluation $842 $3,600
Javitch Associates Speaker for MeHAF Integration Initiative grantee learning collaborative $1,847 $1,847meeting
Jeff Matranga, Ph.D., ABPP “Evidence-based Mental and Behavioral Health Care for Adults” $400 $400Presentation
John Snow, Inc. (JSI) Evaluation of Integration Initiative $160,000 $197,455
Mary Talen, Ph.D. Presentation on “Mental and Behavioral Health Care in the Primary $1,493 $1,493Care Setting”
Public Health Consulting, LLC Support for MeHAF's Patient-Centered Care Integration Initiative $36,080 $36,080Grantee Learning Community
Scheirer Consulting Evaluation Planning and Support for MeHAF's Integration Initiative - 2009 $21,772 $24,600
CONTINUING PROJECTS
Acadia Hospital Integration of Primary Care and Addiction Specialist Treatment $148,940 $325,000
Amistad , Inc. Peer Patient Navigator Project $114,713 $324,577
Aroostook Mental Health Services, Inc. Behavioral and Physical Health Integration $125,000 $325,000
Community Counseling Center School-based Health Center Care Coordination Project $105,208 $317,110
Community Dental Western Maine Health Access and Integration Initiative $22,050 $325,000
DFD Russell Medical Center Mental Health Access at the Center of Health Project: Matching $77,798 $286,926Community Needs with Access and Advancing Patient Centered Care in our Communities through Integration
Hitchcock Foundation Integrated Care for Veterans: Community and VA Partnerships $110,637 $324,958
Maine Children's Alliance Data for Decision Making: Developing a System for Annual Reporting $59,992 $179,955of Mental Health Data for Maine's Children
Maine Migrant Health Program Integration Planning Project $13,782 $73,332
Maine-Dartmouth Family Medicine Transitioning Families $84,082 $232,777Residency
Northeast Health Foundation, Mid-Coast Mental Health Center Integrated Care Project $100,000 $325,000Mid-Coast Mental Health Center
Penobscot Community Health Center The Capehart Community Clinic Project $100,000 $325,000
Sacopee Valley Health Center Integrated Primary Care $98,477 $324,999
Spring Harbor Hospital Improving Patient Care Through Mental Health/Primary Care Integration $127,227 $324,697
St. Mary's Health System Great Falls Integrated Care Initiative $109,913 $325,000
University of New England Population-Specific, Patient-Centered Care for Low-Income People with $108,135 $214,816Multimorbidities
York County Community Action Seeking High Level Wellness: Providing an Integrated Model of Clinical $134,000 $324,000Corporation Practice that Responds to the Needs of Vulnerable Populations
Scheirer Consulting Evaluation of MeHAF's 2007A Integration Initiative $5,200 $35,854
TOTAL INTEGRATION INITIATIVE GRANTS AND CONTRACTS (33) $2,347,405 $6,553,231
TOTAL GRANTS AND CONTRACTS: PROMOTING PATIENT & FAMILY-CENTERED CARE (33) $2,347,405
Promoting Patient & Family-Centered CareGrants &Contracts
2009 Annual Report | 15
ORGANIZATION PROJECT TITLE 2009 AMOUNT TOTAL AWARD
Medication Assistance & ManagementCONTINUING PROJECTS
USM/Edmund S. Muskie School of Evaluation of MeHAF's “Promoting Medication Assistance: $77,517.00 $374,086.00Public Service, Cutler Institute for Strengthening and Expanding Maine's Safety Net” InitiativeHealth & Social Policy
USM/Edmund S. Muskie School of Critical Access Hospital Medication Safety Technical Assistance $25,000.00 $142,584.00Public Service, Cutler Institute for & Promoting Medication Assistance Technical AssistanceHealth & Social Policy
TOTAL MEDICATION ASSISTANCE & MANAGEMENT GRANTS AND CONTRACTS (2) $102,517.00 $516,670.00
Oral HealthNEW PROJECTS
Community Dental Biddeford Dental Health Center $50,000.00 $50,000.00
Downeast Health Services, Inc. Integrating Oral Health Services and Expanding Portable Capacity $19,950.00 $19,950.00
Kennebec Valley Dental Coalition, Inc. Phase 2 Expansion: Completion of Two Operatories through the $39,620.00 $39,620.00d/b/a Community Dental Center Purchase and Installation of Necessary Equipment
Penobscot Indian Nation/Penobscot Expanding On-Site Dental Services $31,340.00 $31,340.00Nation Health Department
Pleasant Point Passamaquoddy Panoramic X-ray $15,000.00 $15,000.00
St. Andrews Hospital & Healthcare Center Lincoln County CarePartners Plus Dental Community Partnership $20,205.00 $20,205.00
Waldo Community Action Partners Waldo County Dental Program $4,694.00 $4,694.00
Washington County Children's Program WCCP Welcomes Dentrix Guru $39,725.00 $39,725.00
CONTINUING PROJECTS
Dala Consulting Oral Health Consultant $38,045.00 $38,045.00
DentaQuest Foundation Oral Health Funders Policy Group $7,300.00 $7,300.00
TOTAL ORAL HEALTH GRANTS AND CONTRACTS (10) $265,879.00 $265,879.00
Other Safety Net GrantsNEW PROJECTS
Maine Community Foundation, Inc. Nonprofit Assistance Collaborative Planning $2,500.00 $2,500.00
Maine Community Foundation, Inc., Maine Nonprofit Viability Program $28,450.00 $28,450.00Nonprofit Sector Viability Collaboration
Penobscot Indian Nation/Penobscot Maine Tribal Community Health Assessment $150,000.00 $150,000.00Nation Health Department
TOTAL OTHER SAFETY NET GRANTS AND CONTRACTS (3) $180,950.00 $180,950.00
TOTAL GRANTS AND CONTRACTS: STRENGTHENING MAINE’S SAFETY NET (15) $549,346.00
Strengthening Maine’s Safety NetGrants &Contracts
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Other Funding
ORGANIZATION PROJECT TITLE 2009 AMOUNT TOTAL AWARD
Fund for the FutureAOS 93 AOS#93 FARMS Equals Healthy Kids $24,559.00 $49,473.00
Child and Family Opportunities, Inc., Good Food: Community Based Support for Healthy Eating $25,000.00 $50,000.00Healthy Peninsula
Rangeley Lakes Heritage Trust Inc., EcoVenture Partnership to Address Childhood Obesity in the $25,000.00 $50,000.00EcoVenture Rangeley Region
TOTAL FUND FOR THE FUTURE (3) $74,559.00 $149,473.00
Discretionary GrantsAcadia Hospital Regional Prodrome Conference $2,000.00 $2,000.00
Aroostook County Action Program, Inc. Aroostook Partnership Extravaganza Youth Summit $1,000.00 $1,000.00Healthy Aroostook
Division of Public Health, HHS Dept., Sex Ed for Multicultural Parents $3,500.00 $3,500.00City of Portland
Division of Public Health, HHS Dept., Improving Physical Activities Among Portland Latinos Through $1,765.00 $1,765.00City of Portland - Health Promotion/ Soccer & Health Promotion: The 6th Annual Latino Soccer ChampionshipMinority Health Program (MHP)
HealthInfoNet Health Information Technology Strategic Plan for Maine $10,000.00 $10,000.00
HealthReach Network, HealthReach Maine Hospice Education Day $2,350.00 $2,350.00HomeCare and Hospice
Kennebec Valley Dental Center Dental Chair Purchase $10,000.00 $10,000.00
Maine Boys to Men Annual Boys to Men Conference: Standing Up for Substance Abuse $1,500.00 $1,500.00Prevention and Wellness Promotion
Maine Center for Public Health Incorporating Environmental Public Health Practice into Maine Existing $9,333.00 $9,333.00Public Health Frameworks: Phase 1
Maine Center on Deafness ASL Health Fair (ASL=American Sign Language) $1,500.00 $1,500.00
Maine Public Health Association Preparedness Messaging Campaign $9,780.00 $9,780.00
MaineGeneral Medical Center, Drug Overdose DVD - Proper Prescription Drug Use $6,324.00 $6,324.00Prevention Center
Mobius, Inc. Identifying Health Goals in Maine Developmental Services $9,837.00 $9,837.00
USM/Edmund S. Muskie School of Safety Net Program Evaluation: Comparing CarePartners to MaineCare $9,784.00 $9,784.00Public Service, Cutler Institute for Health & Social Policy
Welcoming Light, Inc. New England Regional Minority Health Conference $5,000.00 $5,000.00
TOTAL DISCRETIONARY GIFTS (15) $83,673.00 $83,673.00
Charitable GiftsAlzheimer's Disease & Related Disorders Charitable Gift for Board Service $1,200.00 $1,200.00Association, Inc - Maine Chapter
Aroostook Mental Health Services, Inc. Charitable Gift for Board Service $1,600.00 $1,600.00
Aroostook Mental Health Services, Inc., Wesley R. Davidson Endowment Fund $8,000.00 $8,000.00Wesley R. Davidson Endowment Fund
Association of Small Foundations General Support/Membership $1,500.00 $1,500.00
Family Violence Project Charitable Gift for Board Service $800.00 $800.00
Hearing Loss Association of America, Charitable Gift for Committee Service $800.00 $800.00Rochester Chapter
Maine Initiatives Watering Can Awards Night 2009 $5,000.00 $5,000.00
Natural Resources Council, Inc. Charitable Gift for Board Service $800.00 $800.00
St. Mary's Health System, St. Marguerite Charitable Gift for Board Service $1,600.00 $1,600.00D'Youville Fund for the Needy
TOTAL CHARITABLE GIFTS (9) $21,300.00 $21,300.00
TOTAL GRANTS, CONTRACTS AND GIFTS (99) $3,931,041.00
Grants &Contracts
2009 Annual Report | 17
Statement of Financial Position
Unaudited 2009 Audited 2008
AssetsGeneral fund cash and cash equivalents $87,663 $138,526
General fund investments, fair value 102,987,521 88,713,163
Program-related investments 750,000 750,000
Prepaid income taxes 100,000 114,000
Prepaid expenses and deposits 25,492 14,045
Deferred tax asset — 265,000
Property and equipment - net 35,994 50,323
Total Assets $103,986,670 $90,045,057
Liabilities and Net AssetsLIABILITIES
Grants payable $4,248,564 $5,441,227
Accounts payable and accrued liabilities 58,641 70,579
Deferred tax liability 225,000 —
Total Liabilities 4,532,205 5,511,806
NET ASSETS
Unreserved Fund Balance 99,454,465 84,533,251
Total Net Assets 99,454,465 84,533,251
Total Liabilities & Net Assets $103,986,670 $90,045,057
Statement of Activities and Changes in Net Assets
Support and RevenuesNet realized and unrealized (losses) gains on investments $18,384,149 $(40,074,004)
Investment income, net of fees 778,300 2,742,895
Contribution 12,500 5,994,039
Other income 562 35,330
Total Support & Revenue 19,175,511 (31,301,740)
ExpensesGrants and program expenses, net of refunds of unspent amounts 2,745,260 6,093,209
Administrative expenses 985,656 894,163
Depreciation 19,381 20,189
Excise tax expense (benefit) 504,000 (449,558)
Total Expenses 4,254,297 6,558,003
Change in net assets 14,921,214 (37,859,743)
MeHAF Net Assets, January 1 84,533,251 122,392,994
MeHAF Net Assets, December 31 99,454,465 84,533,251
Consultants
GENERAL COUNSEL
Elizabeth M. Sellers, Esq.Bernstein Shur
TAX ACCOUNTANT
Drew Cheney, CPABaker Newman & Noyes, LLC
ACCOUNTANT
Margo BelandMaine Development Foundation
AUDITORS
Linda Roberts, CPA, PrincipalSarah Belliveau, CPABerry Dunn McNeil & Parker
INVESTMENT ADVISORS
Greg JohnsonMichael SoaresPrime, Buchholz & Associates, Inc.
Note: The Board of Trusteesengaged the firm Berry DunnMcNeil & Parker of Portland,Maine to perform the annual audit.To obtain a copy of the 2008 auditreport, contact the MeHAF office.
18 | Maine Health Access Foundation
Board of TrusteesSince its inception, MeHAF has been guidedby a highly experienced state-wide Boardthat represents the professional, philosophicaland demographic diversity of Maine. In addi-tion, the foundation’s by-laws specify that atleast three Board members represent “theinterests of the medically uninsured andunderserved.” The Board is comprised ofdistinguished leaders with recognized expert-ise in health policy and advocacy, the clinicaldelivery of health care, public health, busi-ness, finance, and philanthropy. Two of thefifteen Board members are founding Trusteeswho have guided MeHAF since theirappointment by the Attorney General in2001. Over half of the Board have previouslyserved on the foundation’s CommunityAdvisory Committee. In 2009, MeHAF wel-comed Sara Gagné-Holmes, Frank McGintyand Constance Sandstrom to the Board.
Cheryl Lee Rust, ChairWISCASSET
Jeff Wahlstrom, Vice ChairBANGOR
Ken Hews, FHFMA, FACHE, Treasurer BOWERBANK
Diana Scully, MSW, SecretaryHALLOWELL
Laurie Eddy, MSN, FNP, NP-C* HAMPDEN
Sara Gagné-Holmes, Esq. AUGUSTA
Maroulla Gleaton, MD PALERMO
Richard MarstonST. AGATHA
Francis (Frank) McGinty CUMBERLAND
Lisa Miller, MPH*SOMERVILLE
Wayne Myers, MDWALDOBORO
Karen O’Rourke, MPHFREEPORT
Neil RoldeYORK
Constance Sandstrom, MPAPRESQUE ISLE
Lee Webb UNION
* Founding Board Member
The foundation’s work is also informed bytwenty individuals who serve on MeHAF’sstate-wide Community Advisory Committee.Members represent many sectors and geo-graphic areas across Maine, and they provideguidance and professional expertise to thefoundation’s operations. MeHAF’s by-lawsstipulate that two-thirds of the CAC mem-bership be reserved for individuals who rep-resent the interests of the medically under-served and uninsured populations within thestate. At least one-third of the members musthave established expertise in health care withrespect to access for medically underservedand uninsured persons. In 2009, the CACwelcomed four new members: JohnEdwards, Carter Friend, Margaret Pinkham,and Shawn Yardley.
Community Advisory CommitteeLisa Sockabasin, BSN, Chair HALLOWELL
Carrie Horne, Vice-ChairAPPLETON
Kolawole Bankole, MD, MSPORTLAND
Julia Bell NORTH YARMOUTH
Edmund Cervone HALLOWELL
John Edwards, PhD* MACHIAS
Carter Friend, JD* PORTLAND
Ruth Frydman, MDCUMBERLAND
Sophia GliddenPALERMO
Megan Hannan BATH
Lisa Kavanaugh WINTHROP
Evelyn Kieltyka, MSN, FNPWINTHROP
L. Berell Kornreich, PhD PENOBSCOT
Victoria Kuhn, MBA FALMOUTH
Simonne MalineSOUTH PORTLAND
Robin Mayo, MPH, RNMILO
Edward Miller HALLOWELL
Peggy Pinkham* EAST BOOTHBAY
David White BAR HARBOR
C. Shawn Yardley*BANGOR
* New members elected in 2009
www.mehaf.org
150 Capitol Street, Suite 4
Augusta, Maine 04330
207.620.8266
www.mehaf.org