2025-10-26T16:02:26-04:00 2025-06-30 200221868 BARNES BROCK CORNWELL & PAINTER PLC 908 EDEN WAY N STE 201 CHESAPEAKE VA 233202640 990 2024-07-01 541850915 OLIVET MEDICAL MINISTRY INC OLIV 7578860608 1620 OLD WILLIAMSBURG RD YORKTOWN VA 23690 LINWOOD SHAWN NELSON TREASURER 7578860608 2025-09-02 true false KIMBERLY C PAINTER CPA P00294115 7579615017 2025-10-23 2024 2025-03-06 01:10:19Z LACKEY CLINIC LINWOOD SHAWN NELSON 1620 OLD WILLIAMSBURG ROAD YORKTOWN VA 23690 10700499 false X WWW.LACKEYCLINIC.ORG X 1993 VA LACKEY CLINIC'S MISSION IS TO PROVIDE SKILLED, COMPASSIONATE HEALTH CARE AND COUNSELING TO THE MEDICALLY DISADVANTAGED IN A MANNER THAT HONORS THE NAME OF JESUS CHRIST. 16 16 43 252 0 10117109 10032036 166139 159433 48656 76686 81892 393195 10413796 10661350 0 0 2030191 2102178 0 120479 8532385 8426293 10562576 10528471 -148780 132879 4889418 5031882 1865245 1782710 3024173 3249172 X LACKEY CLINIC'S MISSION IS TO PROVIDE SKILLED, COMPASSIONATE HEALTH CARE AND COUNSELING TO THE MEDICALLY DISADVANTAGED IN A MANNER THAT HONORS THE NAME OF JESUS CHRIST. false false 10134091 10191469 LACKEY CLINIC'S MISSION IS TO PROVIDE SKILLED, COMPASSIONATE HEALTHCARE AND COUNSELING TO MEDICALLY UNDERSERVED ADULTS IN A WAY THAT HONORS THE NAME OF JESUS CHRIST. FOR OVER 30 YEARS, WE HAVE SERVED AS A VITAL SAFETY NET FOR INDIVIDUALS WHO FALL THROUGH THE CRACKS OF THE HEALTHCARE SYSTEM-THOSE WHO ARE INELIGIBLE FOR MEDICAID, CANNOT AFFORD PRIVATE INSURANCE, AND OFTEN DELAY OR FORGO CARE DUE TO COST. OUR MISSION IS ROOTED IN COMPASSION, DIGNITY, AND FAITH, AND WE STRIVE TO REFLECT THE LOVE OF CHRIST IN EVERY INTERACTION WITH OUR PATIENTS. IN THE PAST FISCAL YEAR, WE SERVED 2,698 PATIENTS, DELIVERING CARE VALUED AT NEARLY 20.1 MILLION. (CONTINUED ON SCHEDULE O) 10134091 true true false false false false false false false true true true false false true true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 14 0 43 true false false false false false false false false false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true true false VA X X BOOKKEEPER 7578860608 1620 OLD WILLIAMSBURG RD YORKTOWN VA 23690 NATHAN MORTIER ESQ CHAIR 2.00 X X 0 0 0 JOE HARROW VICE CHAIR 2.00 X X 0 0 0 MARIA BROOKS SECRETARY 2.00 X X 0 0 0 LINWOOD SHAWN NELSON TREASURER 2.00 X X 0 0 0 ROBERT TOPPING DIRECTOR 1.00 X 0 0 0 OLIVER AGUILAR DIRECTOR 1.00 X 0 0 0 PETER STEVE APOSTOLES MD DIRECTOR 1.00 X 0 0 0 JEREMY CONRAD DIRECTOR 1.00 X 0 0 0 RUTH N EGIPCIACO DIRECTOR 1.00 X 0 0 0 REV JAYMORLE INGRAM DIRECTOR 1.00 X 0 0 0 RODNEY JACKSON DIRECTOR 1.00 X 0 0 0 CHERYL LUNDIN DIRECTOR 1.00 X 0 0 0 KEITH PERCIC DIRECTOR 1.00 X 0 0 0 DAVE RUDY DIRECTOR 1.00 X 0 0 0 FRANK KNUETTEL DIRECTOR 1.00 X 0 0 0 BOB MCKENNA DIRECTOR 1.00 X 0 0 0 LARRY TRUMBORE JR CEO 40.00 X 141006 0 0 JILL COTTEL CHIEF MEDICA 32.00 X 135000 0 0 276006 2 false false false 63230 245000 9723806 8019138 10032036 DONATION FOR SERVICES 159433 159433 159433 76686 76686 252462 39149 213313 EMPLOYEE RETENTION CREDIT 178329 178329 PASS THROUGH INCOME 928 928 MISCELLANEOUS INCOME 625 625 179882 10661350 415376 625 141006 119855 14101 7050 1711267 1454577 171126 85564 28926 24587 2893 1446 80470 68399 8047 4024 140509 119433 14051 7025 12500 6250 6250 83291 52953 30338 11517 11517 26641 26641 15999 15999 31788 31788 11799 11799 73365 70430 2201 734 21850 21850 PRESCRIPTIONS FILLED 7849460 7849460 MEDICAL/DENTAL/PHARMACY 157484 157484 DONATED SUPPLIES 37467 37467 DUES AND SUBSCRIPTIONS 28312 28312 64820 36807 13377 14636 10528471 10134091 273901 120479 7129 4738 584424 695006 128924 80909 1951 54173 1262352 1187105 37246 28081 2346763 917646 1470535 1429117 1384839 1537003 12018 15750 4889418 5031882 102893 95605 500000 500000 1262352 1187105 1865245 1782710 X 3012155 3233422 12018 15750 3024173 3249172 4889418 5031882 132879 92120 X false true X true false X 9217265 8734168 9340417 10117109 10032036 47440995 9217265 8734168 9340417 10117109 10032036 47440995 47440995 1308 409 2709 4204 625 9255 47450250 1800810 0.99980 0.99960 X PART II, LINE 10 8,630 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12018 3500 250 -18 15750 12000 58 -40 12018 1.00000 false false 385309 385309 1567240 590652 976588 394214 326994 67220 1429117 MUTUAL FUNDS 1537003 F 1537003 DEFERRED REVENUE - IN KIND 1187105 1187105 X 11135849 92120 382379 474499 10661350 10661350 10910850 382379 382379 10528471 10528471 SCHEDULE D, PAGE 3, PART X LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48 FOOTNOTE: THE ORGANIZATION ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE- LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE ORGANIZATION HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILINGS WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2025. SCHEDULE D, PAGE 4, PART XIII THE ORGANIZATION'S FEDERAL RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) FOR FISCAL YEARS ENDED 2025, 2024, 2023, AND 2022, ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY, FOR THREE YEARS AFTER THEY WERE FILED. VARIOUS EVENTS 252462 252462 39149 252462 252462 39149 39149 213313 X 8 132211 FAIR MARKET VALUE X 1 7886927 FAIR MARKET VALUE false true false FORM 990, PART III (CONTINUTED FROM 990 PAGE 2 PART III LINE 4A) OUR SERVICES INCLUDE MEDICAL, DENTAL, BEHAVIORAL HEALTH, VISION, DIABETIC EDUCATION, SPIRITUAL CARE, AND ACCESS TO FREE OR LOW-COST MEDICATIONS. WE ARE THE ONLY FREE AND CHARITABLE CLINIC SERVING THE VIRGINIA PENINSULA. TO EXPAND ACCESS, WE OFFER FREE VIRTUAL URGENT CARE TO ALL VIRGINIA RESIDENTS, REGARDLESS OF INSURANCE. THIS SERVICE HELPS THOSE FACING BARRIERS LIKE COST, TRANSPORTATION, CHILDCARE, OR WORK CONSTRAINTS-OFFERING A VITAL ALTERNATIVE TO COSTLY EMERGENCY CARE. OVER THE PAST FIVE YEARS, LACKEY CLINIC HAS RESEARCHED, TRIALED, AND VALIDATED OUR HYBRID CARE MODEL DEMONSTRATING ITS EFFECTIVENESS AS AN INEXPENSIVE, SCALABLE, AND REPLICABLE SOLUTION FOR EXPANDING CARE AND IMPROVING HEALTH OUTCOMES. THIS INNOVATIVE MODEL MEETS PATIENTS WHERE THEY ARE-PHYSICALLY, EMOTIONALLY, AND TECHNOLOGICALLY-WHILE ADDRESSING KEY SOCIAL DETERMINANTS OF HEALTH (SDOH). KEY COMPONENTS OF THE MODEL "IN-PERSON CARE: PATIENTS BEGIN WITH AN IN-PERSON VISIT FOR COMPREHENSIVE ASSESSMENT, DIAGNOSTICS, AND MEDICATION INITIATION IF NEEDED. THIS IS ALSO THE TIME WHEN WE BEGIN TO DEVELOP A RELATIONSHIP AND TRUST WITH THE PATIENT, SO THEY ARE MORE LIKELY TO FOLLOW THEIR CARE PLAN. "TELEHEALTH (DOXIMITY): THIS IS USED BETWEEN IN-PERSON APPOINTMENTS TO MONITOR CHRONIC CONDITIONS SUCH AS DIABETES, HYPERTENSION, AND BEHAVIORAL HEALTH NEEDS. THESE SECURE, HIPAA-COMPLIANT VIDEO VISITS ALLOW FOR TIMELY FOLLOW-UP AND MEDICATION MANAGEMENT, REDUCING BARRIERS SUCH AS TRANSPORTATION AND TIME OFF WORK. "DIGITAL CARE (FLORENCE): PATIENTS WITH CHRONIC CONDITIONS, WANTING LIFESTYLE MANAGEMENT OR NEEDING ORAL HEALTH EDUCATION ARE ENROLLED IN FLORENCE (GENERATED HEALTH), OUR DIGITAL CARE PLATFORM, WHICH PROVIDES ROUTINE OUTREACH VIA TEXT TO COLLECT HEALTH METRICS AND DELIVER PERSONALIZED HEALTH TIPS. "FLO" ACTS LIKE A VIRTUAL NURSE TO ENGAGE PATIENTS AND EMPOWER THEM TO HELP MANAGE THEIR OWN HEALTH. "ASYNCHRONOUS VIRTUAL CARE (FABRIC): OUR PROGRAM, LACKEY VIRTUAL CARE (THROUGH FABRIC) IS AVAILABLE TO BOTH EXISTING AND NEW PATIENTS ACROSS VIRGINIA. THIS PLATFORM ENABLES SYMPTOM-BASED TRIAGE AND TREATMENT WITHOUT REQUIRING REAL-TIME INTERACTION-SIGNIFICANTLY REDUCING SCHEDULING BARRIERS AND EXPANDING ACCESS TO CARE FOR INDIVIDUALS FACING TRANSPORTATION, WORK, OR CAREGIVING CONSTRAINTS. "BEHAVIORAL HEALTH (VIRGINIA TELEMENTAL HEALTH INITIATIVE): THIS PROVIDES PATIENTS WITH TELEHEALTH ACCESS TO LICENSED MENTAL HEALTH PROFESSIONALS TO ADDRESS DEPRESSION, ANXIETY, TRAUMA, AND OTHER BEHAVIORAL HEALTH NEEDS. COMPELLING RESULTS IN FY'25 WE PROVIDED CARE THROUGH 5,055 IN-PERSON MEDICAL VISITS, 1,685 TELEHEALTH VISITS, AND 1,682 VIRTUAL CARE VISITS. THE ESTIMATED COST PER VISIT FOR EACH OF THESE TYPES OF VISITS WAS 169.63, 21.20, AND 12.92, RESPECTIVELY. OUR VIRTUAL VISITS INCREASED OUR TOTAL VISITS BY 25% AT A FRACTION OF THE COST (ONLY 3%), AND WE WERE ABLE REACH PEOPLE IN 79 COUNTIES AND INDEPENDENT CITIES ACROSS THE COMMONWEALTH. NEW TRADITIONAL PATIENTS TOTALED 1,507 WHILE NEW VIRTUAL CARE PATIENTS WERE 770, A 51% INCREASE. WITH MANY CLINICS LOSING FUNDING AND STRUGGLING TO KEEP THEIR DOORS OPEN, SOME ARE CONTEMPLATING REDUCING THE DAYS THEY ARE OPEN FOR PATIENT VISITS. LACKEY VIRTUAL CARE CAN HELP THESE CLINICS MAINTAIN THE CARE THEY PROVIDE TO THEIR PATIENTS ON DAYS AND HOURS THEY ARE NOT OPEN. OUR DIGITAL CARE PROGRAM HAD 686 PATIENTS ENROLLED IN FY'25. WE UTILIZED FIVE PROTOCOLS TO ENGAGE PATIENTS, RECEIVING 4,810 READINGS FROM PATIENTS. MORE IMPORTANTLY, WE IMPROVED HEALTH OUTCOMES FOR PATIENTS PARTICIPATING. FOR EXAMPLE, 99 PATIENTS ENROLLED IN THE HYPERTENSION PROTOCOL, AND THE NUMBER OF PATIENTS WITH STAGE 2 HYPERTENSION DECREASED BY 41%, AND THE NUMBER OF PATIENTS IMPROVING TO AN ELEVATED OR NORMAL BP STATE INCREASED BY 127%. OUR TOTAL STAFF HOURS SAVED BY THESE AUTOMATED TEXTS WAS ESTIMATED TO BE 2,005 HOURS. THE COST OF FLORENCE PLATFORM IS 10,000/YEAR, 16% OF THE COST IF WE WERE UTILIZING A REAL PERSON. CONVERTING OUR BEHAVIOR HEALTH PROGRAM FROM IN-PERSON COUNSELING TO THE FREE VIRGINIA TELEMENTAL HEALTH INITIATIVE (VTMHI) REDUCED OUR COST/VISIT FROM 99.43 TO 0 WHILE DOUBLING OUR CAPACITY. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE MEMBERS OF THE GOVERNING BOARD IN ADVANCE TO BEING FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED BY BOARD MEMBERS DURING ORIENTATION, AND THEN ON AN ANNUAL BASIS. KEY EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO BECOME FAMILIAR WITH THE POLICY AND DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A TO DETERMINE CEO AND TOP MANAGEMENT'S SALARIES, THE BOARD (EXECUTIVE COMMITTEE) REVIEWS THE SALARY COMPENSATION STUDIES PERFORMED BY THE VIRGINIA ASSOCIATION OF FREE AND CHARITABLE CLINICS (VAFCC) AND DETERMINES THE ANNUAL SALARY OR INCREASE. FORM 990, PAGE 6, PART VI, LINE 15B EXECUTIVE DIRECTOR AND MEDICAL DIRECTOR GIVE RECOMMENDATIONS TO THE BOARD AND THEY MAKE FINAL DECISIONS ON SALARY OR INCREASES. FORM 990, PAGE 6, PART VI, LINE 19 THE CLINIC'S GOVERNING DOCUMENTS ARE AVAILABLE IN THE ADMINISTRATIVE OFFICE FOR THE PUBLIC'S INSPECTION DURING NORMAL BUSINESS HOURS.