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Advancing a Healthier Wisconsin ANNUAL REPORT 2016 FOR THE PERIOD JULY 1, 2015 - JUNE 30, 2016

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Page 1: Advancing a Healthier Wisconsin · 2018-08-16 · Community Health (Consortium), we are pleased to share with you the 2015-2016 Advancing a Healthier Wisconsin (AHW) Endowment Annual

Advancing a Healthier WisconsinANNUAL REPORT 2016

FOR THE PERIOD JULY 1, 2015 - JUNE 30, 2016

Page 2: Advancing a Healthier Wisconsin · 2018-08-16 · Community Health (Consortium), we are pleased to share with you the 2015-2016 Advancing a Healthier Wisconsin (AHW) Endowment Annual

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MESSAGE FROM LEADERSHIPCONTENTS

CONNECT

MESSAGE FROM LEADERSHIP

4 / AHW COMPONENTS

5 / CROSS-CUTTING

6 / HWPP OVERVIEW

8 / REP OVERVIEW

10 / FUNDED PROJECTS HWPP

16 / FUNDED PROJECTS REP

18 / LEADERSHIP & TEAM

20 / FUND MANAGEMENT

REFLECTING ON A YEAR OF CHANGE AND CHANGEMAKING

On behalf of the Medical College of Wisconsin (MCW) and the MCW Consortium on Public and Community Health (Consortium), we are pleased to share with you the 2015-2016 Advancing a Healthier Wisconsin (AHW) Endowment Annual Report.

A year ago, we updated you on our shift from grantmaker to changemaker, highlighting the ways in which we would catalyze positive change in the health of Wisconsin communities. The months since have been marked by tremendous growth and learning.

We began by exploring new ways of doing our work – by being transformational, not transactional. Our Program Officers applied a changemaking lens to our work, emphasizing the building of partnerships, and helping to ensure success. Rather than just distribute funds to grant recipients, AHW asks “how?” as often as “what?” when evaluating funding opportunities with potential to advance health. New team members began the work of laying a fresh strategic foundation, inviting the ethos of changemaking to permeate all layers of our Endowment and our culture.

As one might expect from shifting to a changemaking approach, we have also shifted our storytelling strategy, a change that is reflected in the content and structure of this Annual Report. Alongside the funding and governance updates, you will find a narrative that walks you through the strategic approach to our work. These pathways are illustrated by program success highlights.

Inside, you will find strategic updates and overviews of our investments including:

• A statewide coalition to improve behavioral and mental health in Wisconsin through creation of a learning community and results-based methodology.

• A new “cross-cutting” initiative that brings together community, research, and education expertise to reduce disparities in breast and lung cancer in Wisconsin.

• An enhanced competitive research program that cultivates collaborations between basic, clinical and population health scientists to speed discoveries that can fight disease and improve health.

• A dynamic speaker series that brings together the best minds in health and science with the public to share knowledge and increase understanding of research and how it shapes our lives.

• An innovative competitive community health program that invests in policy, systems and environmental change best positioned to improve the health of Wisconsin communities.

We are excited by the momentum and progress at AHW, and look forward to every next step toward a healthier Wisconsin.

2 0 1 6 A N N U A L R E P O R T

EXECUTIVE SUMMARY

AN UPDATE ON AHW'S CHANGEMAKER STRATEGY

A HW launched its third Five-Year Plan (Plan) titled "moving from Grantmaker to Changemaker" in January 2014. During this reporting period, AHW made progress on

implementing the bold strategies outlined in the Plan, and setting the stage for ambitious and innovative years ahead.

The Five-Year Plan set forth strategies to take the Endowment from a transactional, grantmaking focus toward a changemaking approach. The Plan included large, strategic initiatives, investments in policy, systems and environment (PSE) change, capacity-building efforts, and cross-cutting ideas to unite the strengths of community health, research and education to improve health. AHW took significant steps to move the Endowment forward across all areas of the Plan:

2015-2016 Investments

• The Healthier Wisconsin Partnership Program (HWPP) took a strategic idea from concept to reality by releasing an RFP to engage communities around the state in a coalition-led initiative to address behavioral and mental health needs in Wisconsin. Applications came in from 23 communities, all of them prepared to begin the funded Learning Year as scheduled on July 1, 2016.

• HWPP launched a series of information sessions designed to bring community groups to a stage of readiness for changemaking work. These educational offerings covered topics ranging from collaborative grantseeking, evaluation basics and sustainability to effective storytelling strategies.

• HWPP funded 9 PSE projects in the fiscal year and, for the first time, brought funded cohorts together to share successes and learnings.

• AHW's Research and Education Program (REP) launched its first Conversations with Scientists series at MCW. The speaker series brings medical and science stories to the general public in an engaging and educational format.

• On May 16th, the REP team held its first Learning Community, bringing together more than 20 investigators from basic science and clinical disciplines to share their research and learn strategies for communicating research to the public.

The emerging themes are clear; AHW took long strides toward a changemaking approach to our work, promoting and designing collaborations, partnerships and learning sessions. Real change cannot be generated in a vacuum; it requires authentic relationships that build and strengthen over time in support of a mutual goal.

AHW is a changemaker, propelling the best work and ideas for a healthier Wisconsin.

Cheryl A. Maurana, PhD, Senior Associate Dean and Director of the

Advancing a Healthier Wisconsin Endowment, Vice President for Academic

Outreach and Professor, Population Health, MCW School of Medicine

Paula Lucey, RN, MSN, Chair, MCW Consortium on Public and

Community Health,Clinical Instructor,

College of Nursing, UW-Milwaukee, Consultant, Lamplight Consulting

“We are energized by the direction of our Endowment strategy and we’re confident

that these investments will lead to transformative accomplishments by our community partners.”

-- Joseph E. Kerschner, MD, Dean of the School of Medicine and Executive Vice President of MCW and an MCW Consortium member.

During this reporting period, AHW awarded $9.8 million to 20 new initiatives aligned with our changemaking approach.

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Changemaker: One who desires change in the world and, by gathering knowledge and resources, makes that change happen.

HOW AHW COMPONENTS HAVE EVOLVED TO

ADVANCE HEALTH THROUGH CHANGEMAKING

4 A D V A N C I N G A H E A L T H I E R W I S C O N S I N

When AHW launched its current Five-Year Plan (Plan), the idea of a Cross-Cutting initiative was born. The Consortium worked with the Research and Education

Advisory Committee (REAC) to develop the Cross-Cutting framework, priorities, and funding commitment. What, they asked, if we found a way to cut across community knowledge and education innovations and leverage those discrete areas of expertise in the place where they intersect?

A Cross-Cutting approach would:

• Invest in initiatives that integrate research, education, population and community health.

• Convene the Consortium and REAC on a joint project.

• Serve as a defining feature of a changemaking portfolio.

• Invest more deeply; up to $20 million over 8 years.

• Cultivate leadership in community, health, and research.

• Achieve statewide impact.

• Demonstrate measurable advances in health.

The Consortium and REAC agreed that the Cross-Cutting initiative should seek to affect a policy or system change that results in health improvement, and that measurable health outcomes should result from interventions. The group agreed that health disparities and root causes would be addressed through the approach, and a joint subcommittee would be convened to recommend focus areas. Leadership agreed upon an early 2016 launch.

In the spring of 2016, a community-academic "Study Team" began a six-month initial planning process. AHW introduced to the team a new Senior Program Officer for the Cross-Cutting initiative, Tobi Cawthra, MPH. The Study Team developed an action plan to refine the priorities, population, scope and process for the AHW Cross-Cutting initiative.

As the fiscal year came to a close, the Study Team had begun to gather data and storytelling around disparities in cancer, analyzing gaps and moving toward a research focus. The Study Team agreed upon a 2017 launch of a high-level strategic action plan.

The MCW Consortium worked with REAC to develop the

Cross-Cutting framework, priorities, and the funding commitment.

AHW CROSS-CUT TING

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AHW – HEALTHIER WISCONSIN PARTNERSHIP PROGRAM

A STRATEGIC APPROACH TO IMPROVED BEHAVIORAL HEALTH

The changemaking approach of the current Five-Year Plan is well illustrated by this component of the AHW portfolio. The HWPP Strategic component contains three key elements:

• Identification of a specific, critical health need that has an overall bearing on the health of Wisconsin communities,

• a larger investment, an expanded timeline and an organized network of coalitions tasked with finding their best solutions or approaches to the selected health issue, and

• a three-phase approach that begins with a funded learning year, moves into a five-year implementation phase, and culminates in a two-year sustainability/dissemination phase.

The Wisconsin Department of Health Services reports that thousands of Wisconsin residents are impacted by mental health disorders each year. Mental health disorders affect approximately one in four adults and up to 20 percent of children living in the U.S. annually. Through this focus area, HWPP will catalyze the sharing of knowledge, the creation of partnerships, and the development of initiatives that promote education, enhance prevention, and increase the prevalence of postive behavioral health. The primary outcome of the initiative is improved behavioral health of Wisconsin communities. In addition, AHW is interested in improving the behavioral health prevention and health care resources that encompass the broad areas of mental and behavioral health, and to identify ways to reduce the physical health challenges faced by individuals with behavioral health disorders.

The Strategic component reached these milestones during the fiscal year reflected in this Annual Report:

• Maintained contact with more than 200 community members who engaged in a public input process to help shape the program.

• Presented the RFP to more than 100 individuals across Wisconsin, including Eau Claire, Green Bay, Madison, Milwaukee, and Wausau.

• Regularly met with applicants to cultivate ideas and refine approaches.

• Convened and brokered partnerships with like-minded applicants to encourage collaboration, not duplication or competition.

• Successfully received and reviewed 23 applications with Consortium.

• Selected 10 community coalitions for funding via competitive review.

• Selected MCW faculty and staff to serve as MCW Partner Team.

• Worked with funded community coalitions to launch innovative learning community with timely project start date of July 1, 2016.

The HWPP Capacity Building component helps AHW partners get ready for changemaking. Program offerings focus on skill-building,

dissemination and resource development opportunities that enhance communities' potential to effect positive health change.

The component offers non-grantmaking and grantmaking investments in three focus areas:

• Partnership development and project planning

• Funded Project Support and Peer Learning

• Dissemination and Sustainability

In Fiscal Year 2015-16, the Capacity Building component activities included:

• Informant interviews with 35 stakeholders.• Launch of the Capacity Building framework

with statewide audiences through five information/learning sessions.

• Announcement of Change Incubator and Community-to-Community Mentoring funding opportunities.

• Expansion of Technical Assistance Providers (TAPs) to Responsive funded projects.

• Up to $20 million investment• Targeting mental and behavioral health • Forming 10 statewide coalitions• Three-phase initiative: • 1 year of learning/planning ~$200,000*• 5 years of implementation ~$1,000,000*• 2 years of sustainability, dissemination ~$300,000*

• $4-5M dedicated to MCW behavioral health partner team

BUILDING CAPACITY IN COMMUNITIES

AHW – HEALTHIER WISCONSIN PARTNERSHIP PROGRAM

ADVANCING HEALTH BY SUPPORTING POLICY, SYSTEMS AND ENVIRONMENTAL CHANGEThe HWPP Responsive component of the AHW portfolio

supports efforts to create strong, healthy neighborhoods and communities. Working with Wisconsin organizations,

local leaders and citizens, the Responsive team looks for projects that lead to policies, systems and/or environments to effect sustainable, meaningful change that improves health.

Efforts to change unhealthy behaviors that lead to illness and injury are thwarted when policies, systems and environments are unsupportive of those healthful changes. The approach aims at population-level health improvement rather than the individual.

Potential funded partners are guided through the definition of what constitutes Policy, Systems and Environmental (PSE) change and are expected to have a clear PSE change strategy goal.

• 9 new funded projects in fiscal year• Combined $2.5M investment• Engaging 57 community partners• 7 MCW academic partners

Launched Learning Opportunities aligned with community-identified needs through:

• Forming and maintaining multi-sector, community-based collaborations

• Collaborative Grantseeking: Accumulating Previous “Wins” and Avoiding Painful “Losses”

• Evaluation Basics and Two Key Tools for Partnership & Community Readiness Measurement

• Crafting Compelling Stories from your Programs’ Evaluation Data

• Building Sustainability into your Grant Project

• Effective Communication Strategies to Support Social and Behavior Change

• Spring Learning Series – Engage, Set, Track, Report: Planning a Community Health Program Evaluation from Start to Finish

• Summer Learning Series – Communication Tool Kit for Change Leaders

• Learning Series attracted 191 attendees

Through Requests for Applications released twice a year, investments in responsive initiatives address various determinants of health:

• Making prescription drug labels understandable to all

• Improving trauma-informed care practices

• Closing the treatment gap for children in need of vision care

• Improving the maternal/child health system

• Aligning developmental screening and data between primary health care providers and child care providers

• Systematic identification and treatment of sexually exploited youth

• Ensuring physical education resources are on par with academic subjects in Milwaukee Public Schools

• Formation of a food hub, connecting farmers to food pantries in need of fresh food donations

• Creating systematic school-based CPR training for 7th-12th grade students

* PER COMMUNIT Y

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AHW – RESEARCH AND EDUCATION PROGRAM

ADVANCING HEALTH THROUGH RESEARCH AND EDUCATION PRIORITIES

T he AHW REP Strategic funding investments improve health through advances in the basic, clinical, population health and translational sciences that focus on Wisconsin’s leading causes of death and disease. In addition, funds to support innovative education initiatives

that span the continuum from pipeline programs through continuing education programs encourage, strengthen and enhance the health workforce to meet the healthcare needs of Wisconsin communities. Here is where the strengths of translational research, education innovations and community engagement are leveraged. Examples are:

Optimizing Functional Outcomes of Stroke Survivors through Translational Research, led by Diane W. Braza, MD. Dr. Braza's proposal takes a population health approach to stroke outcomes. Published statistics highlight health care disparities based on race and physical ability. Dr. Braza's proposal includes population-based health initiatives to monitor physical activity in stroke survivors, engage communities through education of stroke support group members, optimize the delivery of rehabilitation techniques through innovation, and reduce disparities in care and outcomes in stroke survivors in Southeastern Wisconsin.

Graduate Medical Education Development in Central and Northern Wisconsin, led by Lisa Dodson, MD. Dr. Dodson's initiative will develop a strategic plan for overcoming barriers to creating and sustaining graduate medical education (GME) expansion in Central and Northern Wisconsin, ultimately leading to improved access to physicians for Wisconsin residents.

MCW Community Engagement Core Implementation Inititative, led by Syed Ahmed, MD, MPH, DrPH, FAAFP. The Community Engagement Core's planning process identified the need at MCW for a centralized academic resource to enhance MCW's expertise and knowledge in community-engaged research. Dr. Ahmed's initiative will establish an accessible, organized selection of experts and training services to address complex, multi-dimensional community health needs.

Awards supported by AHW REP Strategic funds focus on one or more of the following research and/or education priority areas:

T he Research and Education Program includes a Capacity Building component that aims to strengthen dissemination to improve public engagement in

health and science, understanding that informed community members are better able to advocate for their health, and to share accurate science and health information with others.

Conversations with Scientists is a speaker series launched in this fiscal year at MCW. Held over a series of weekday evenings, this program introduces members of the public to faculty speakers via engaging presentations on a given health or science topic. The series is free of charge.

The first series was held in the spring of 2016, in partnership with the MCW Cancer Center and the regional branch of Susan B. Komen. MCW faculty from the Cancer Center spoke in general terms about cancer, and also explored the role of genetics and social determinants of health in determining cancer risk and survivorship. Speakers also discussed cancer screenings as well as

BUILDING CAPACITY TO IMPROVE HEALTH THROUGH CONVERSATIONS WITH SCIENTISTS

AHW – RESEARCH AND EDUCATION PROGRAM

PROMOTING GOOD IDEAS BY CONNECTING CLINICAL AND BASIC SCIENCE RESEARCHERS

The Endowment has an extraordinary opportunity to approach Wisconsin’s toughest public health challenges through wide-angled solutions, knowing we can do more by working together than apart.

The REP Responsive component aims to increase interdisciplinary research, including an emphasis on clinical and basic science research team development working to test and sustain promising new ideas aligned with research areas in MCW’s strategic plan: cancer, concussion and traumatic brain injury, cardiovascular, diabetes and obesity, inflammation and immunology, neurodegeneration and nervous system aging, personalized medicine, population health, and regenerative medicine. Funded projects in this cycle include, but are not limited to:

• An intitiative to use a novel detection method to develop new, non-antibiotic treatments that limit damage and accelerate recovery from deep infections;

• Research to identify new approaches to regulate inflammation and cardiovascular disease through increased understanding of the role of odorant receptors which are predicted to help blood vessels dilate;

• A project that will test therapies that alter the normal cells surrounding a tumor in pancreatic cancer so that tumor-killing immune cells can reach the tumor and be activated to kill the cancer cells.

In 2016, the REP Responsive component held its first Learning Community, bringing together more than 20 investigators from basic science and clinical disciplines to share their research and engage in a learning opportunity. The objectives of this effort were to promote interdisciplinary learning and sharing of successes, challenges, and lessons learned, as well as provide investigators with tools that will support them in their research. Of the 26 investigators in attendance, 20 completed an evaluation survey, with the following results:

Did you learn about research that you were not aware of prior to today's meeting?

YES 95% NO 5%

Do you feel more informed about the work of your colleagues?

YES 95% NO 5%

Did you identify a colleague whose work you are interested in learning more about?

YES 85% NO 15%

Did you identify a colleague with whom you may be interested in working in the future?

YES 75% NO 15%

Did you learn something that will help you disseminate your research?

YES 90% NO 10%

research and innovations in cancer care.AHW gathered survey feedback from event attendees,

which informed planning for the fall 2016 series on the topic of infectious disease.

Survey highlights:

• More than 120 people registered for one or more sessions of the inaugural Conversations with Scientists event,

• Nine speakers presented, including MCW leadership, MCW basic scientists and clinicians,

• 99% of audience members agreed that the experience made them want to learn more about the topic and discuss it with others, and

• 98% of audience members agreed that the series made them more likely to make better-informed choices about their health.

Research Priority Areas: • Cancer • Cardiovascular Disease • Concussion and Traumatic Brain

Injury • Diabetes and Obesity • Genetics and Personalized Medicine • Inflammation and Immunology • Neurodegeneration and Nervous

System Aging• Population Health • Regenerative Medicine

Education Priority Areas:• Public Health Leadership & Policy • Interprofessional Education &

Collaboration • New Learning Technologies • Programs Integrating Medicine &

Public Health • Pipeline programs/diversity • Regional medical education • Workforce Development

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Through the Healthier Wisconsin Partnership Program (HWPP), the AHW Endowment invests in community-MCW academic partnerships to improve health. HWPP awards provide a competitive, unique and transformative opportunity for community organizations and MCW academicians to work in partnership to share expertise and address Wisconsin's greatest health needs.

During this reporting period, HWPP awarded $5.8 million to 20 awards through its Responsive and Strategic Components.

The review process for HWPP funding is a highly-competitive process that includes a detailed, multi-level qualitative and quantitative assessment. Under a three-stage merit review process, applicants submit a brief proposal and, if successful, deliver a pitch presentation that enables the partnership to interact with the reviewers. Successful applicants are invited to submit a full proposal to be reviewed by the MCW Consortium and staff to assess alignment of proposals with the AHW Five-Year Plan and

FUNDED PROJECTS JULY 1, 2015 - JUNE 30, 2016

NEW HWPP INITIATIVES / RESPONSIVE

Project Name & Award Project Aim Project PartnersAdopting Patient-Centered Prescription Medication Labels in Wisconsin

$255,6001/1/2016 - 12/31/2017

Aims to reduce medication errors, improve medication adherence, and improve patient satis fac tion through the adoption of uniform, patient-centered medication labels within the Wisconsin pharmac y system.

Wisconsin Health Literac yHayat Pharmac yHometown Pharmac yPharmac y Society of WisconsinUW Patient and Community Engagement CenterUW HealthUW School of Pharmac y

Fostering Futures: Transforming Child Welfare Policies/Practices through Trauma-Informed Principles

$326,6191/1/2016 - 6/30/2018

Improves child and family health and well-being through integration of trauma-informed principles into Wisconsin’s child welfare policies and prac tices in order to mitigate the shor t- and long-term social, emotional and health ef fec ts of childhood toxic s tress.

SET Ministr y, Inc.Casey Family ProgramsChildren's Hospital and Health SystemFostering Hope FoundationWisconsin's Depar tment of Children and FamiliesWisconsin's First Lady Tonet te WalkerWisconsin's Of fice of Children's Mental Health

Healthy Eyes, Healthy Futures: Children's Vision Health Collaborative

$202,2271/1/2016 - 12/31/2017

Improves vision health for Wisconsin’s children through an integrated system of screening, referral, and education across schools and community, in collaboration with vision and primar y care providers.

Prevent Blindness WisconsinChildren's Hospital and Health SystemMilwaukee Public SchoolsHerslof Optical

Maternal/Child Mental Health: Identify-ing and Addressing Root Causes of Behavioral Concerns in Children

$191,0441/1/2016 - 12/31/2017

Improves mental health diagnosis and care of mothers and children by creating screening processes for child behavioral and maternal post-par tum depression screening, resulting in early detec tion and improved access to care.

Brown County United WayBellin Health SystemBeyond Health Collaborative Steering Commit teeBrown County Community Information System Leadership TeamAchieve Brown CountyThe Community Par tnership for Children

FUNDED PROJECTS JULY 1, 2015 - JUNE 30, 2016

NEW HWPP INITIATIVES / RESPONSIVEProject Name & Award Project Aim Project PartnersParent Education and Support Network

$300,0001/1/2016 - 12/31/2017

Embeds developmental screening as a standard prac tice among primar y health care and child care providers by facilitating improvements in training, ef ficienc y, parental engagement, and cross-sec tor data sharing.

United Way of Greater Milwaukee & Waukesha CountyAurora Health CareChildren's Hospital and Health SystemCity of Milwaukee Health Depar tmentHead Star t (Acelero Learning, Guadalupe, Milwaukee Public Schools, Next Door)Help Me GrowMilwaukee County Bir th to 3Milwaukee School of EngineeringSET Ministr y, Inc.University of Wisconsin-MilwaukeeMilwaukee Succeeds

Proactive Outreach for the Health of Sexually Exploited Youth (POHSEY)

$238,7961/1/2016 - 12/31/2017

Transforms the medical response and care deliver y for sexually exploited youth by developing trainings, protocols and tools to educate healthcare providers and improve medical prac tices for identif ying and treating sexually exploited youth.

Wraparound MilwaukeeRethink ResourcesChildren's Hospital of Wisconsin/Child Advocac y and Protec tion Ser vices

Policy and Systems Change to Impact Health in MPS and Boys and Girls Clubs of Greater Milwaukee

$250,9121/1/2016 - 12/31/2017

Creates the polic y, s truc tural and systems change needed to identif y and provide additional physical education (PE) suppor t to students who require it , resulting in increased fitness and creating an orientation to lifetime fitness.

Boys & Girls Clubs of Greater MilwaukeeMarquet te UniversityMilwaukee Public SchoolsMilwaukee Teachers' Education Association

Eastern Wisconsin Food Banks Serving as Community-Wide Food Hubs to Increase Healthy Offerings

$251,1347/1/2016 - 6/30/2018

Creates systems change by aligning fragmented food systems through a food hub distribution model that will provide diverse healthy food options to under-ser ved populations.

Feeding America Eastern Wisconsin (FAEW)Live54218Oshkosh Area Community Pantr ySLO Farmers Co-opWinnebago County Health Depar tment

Preparing the Community to Improve the Odds of Cardiac Arrest Survival

$491,2697/1/2016 - 6/30/2018

Increases sudden cardiac arrest sur vival in Wisconsin by creating the infrastruc ture for schools to provide high-quality CPR training to ever y student, creating a generational shif t where all Wisconsin citizens are prepared and ready to ac t.

Cooperative Educational Services Agency #7 (CESA 7)American Hear t Association (AHA)Marshfield ClinicNor thern Highland Area Health Education CenterOf fice of Rural HealthProfessional Firefighters of WisconsinProjec t ADAM WisconsinWisconsin EMS AssociationWisconsin Fire Chiefs AssociationWisconsin Professional Police Association

KEY ELEMENTS OF REVIEW PROCESSStaff Technical Review and Supplanting Review

Merit Review

MCW Consortium Review and Approval

MCW Board of Trustees Review and Approval

q

q

q q

criteria outlined in each specific funding opportunity. All funded projects are also reviewed to ensure compliance with AHW's non-supplanting policy.

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FUNDED PROJECTS JULY 1, 2015 - JUNE 30, 2016

NEW HWPP INITIATIVES / STRATEGIC

Project Name, Award & AimMCW Partner Team: CAIR

$428,3087/1/2016 - 6/30/2017

Provides consultation for program development and evaluation on an individual level, and forges broader systems-level change to reduce fragmentation and result in durable, integrated, and sustained improvement in the state’s behavioral health.

Building a Behavioral Health System to Reduce the Impact of Adverse Childhood Experiences

$200,0007/1/2016 - 6/30/2017

Promotes healthy lifestyles and addresses substance abuse issues through a coalition of the seven largest cities and villages in the western half of Marathon County. The County’s goal is to be the healthiest, safest and most prosperous in the state.

Greater Green Bay Mental Health Connection

$195,1367/1/2016 - 6/30/2017

Addresses the root causes of pover ty in the greater Green Bay area, including Green Bay and Brown Counties, through collaborations between non-profits, government and for-profit entities, and three community-wide collec tive impac t initiatives: Achieve Brown County, Community Par tnership for Children, and the Child Abuse and Neglec t Task force.

Project Partners Project Partners Project Partners

Michelle Broaddus, PhDJulia Dickson-Gomez, PhDCarol Galletly, JD, PhDJef frey A. Kelly, PhDJon Lehrmann, MDKaren Opgenor th, MSDavid Peterson, MBA, FACMPEKatherine Quinn, PhD

Marathon County Health Depar tmentAspirus Wausau HospitalBridge Community Health ClinicHealthy Marathon CountyMarshfield ClinicMinistr y Saint Clare’s HospitalUnited Way of Marathon CountyWestern Marathon County Coalition

American Foundation of Counseling Ser vices, Inc.Bellin Health Psychiatric CenterBrown County Depar tment of Human Ser vicesBrown County United WayCatholic Charities of Green Bay Family Ser vices of Nor theast WisconsinGreater Green Bay Community FoundationHoward - Suamico School Distric tHospital Sisters Health SystemPrevea Health

FUNDED PROJECTS JULY 1, 2015 - JUNE 30, 2016

NEW HWPP INITIATIVES / STRATEGICProject Name, Award & AimHealthier Community Action Team (HCAT) Behavioral Health Project

$200,0007/1/2016 - 6/30/2017

Responds to Lac du Flambeau school-based needs for mental health ser vices, addressing community's high rate of behavioral health issues related to alcohol/drug abuse and historical and current trauma.

Improving Children's Mental Health Through School and Community Partnerships

$130,2107/1/2016 - 6/30/2017

Improves health and wellness of s tudents in Racine Unified School Distric t through The Racine Collaborative for Children's Mental Health.

Milwaukee School, Home, and Community Collaboration to Improve Youth Mental Health (MSHCC)

$199,1927/1/2016 - 6/30/2017

Working through access points such as schools, primar y care and community organizations, helps children and families struggling with pover ty, discrimination and other barriers gain access to inter ventions and treatment of behavioral health.

Project Partners Project Partners Project PartnersLac du Flambeau Public SchoolCommunity Health Depar tmentGreat Lakes Inter - Tribal Council, Inc.Lac du Flambeau Tribal Cour tLac du Flambeau Tribal Education Depar tmentLac du Flambeau Tribal Human Ser vices Dept.Lac du Flambeau Tribal Planning Depar tmentLac du Flambeau Tribal University of Wisconsin Cooperative Extension ProgramLac du Flambeau Tribal Youth Wellness Cour tMarshfield Clinic Center for Community OutreachPeter Christensen Health CenterWisconsin Native American Tobacco NetworkTribal Nations Coordinator, Early Childhood Ser vices, Race to the Top Early Childhood Challenge

Racine County Human Ser vicesChildren's Hospital of Wisconsin Community Ser vicesChildren's Ser vice Society of Wisconsin d/b/a Children's Hospital of Wisconsin Community Ser vicesJohnson Foundation at WingspreadNational Alliance on Mental Illness (NAMI) Racine CountyProfessional Ser vices GroupRacine Community FoundationRacine Unified School Distric tUnited Way of Racine CountyWheaton Franciscan Healthcare

Mental Health America of WisconsinAurora Family ServiceChildren's Hospital of WisconsinMilwaukee Chapter of The LinksMilwaukee County Behavioral Health DivisionMilwaukee Health Care Par tnershipMilwaukee Public SchoolsMilwaukee Muslim Women's CoalitionMount Mar y UniversityNational Alliance on Mental Illness - Greater MilwaukeeRogers InHealth and WISESchool Community Par tnership for Mental HealthUnited Way of Greater Milwaukee & Waukesha County

A Mental Health System for All in La Crosse

$196,9207/1/2016 - 6/30/2017

Collaborates across the resource-rich La Crosse County to create a mental health system for the county's 118,000 people.

Mobilizing Sustainable Behavioral Health Change in Winnebago, Outagamie, and Calumet Counties

$175,6577/1/2016 - 6/30/2017

Aims to bring sustainable behavioral health improvements to Winnebago, Outagamie and Calumet Counties in the Fox Valley.

Upstream Improvement: Enhancing Behavioral Health in Northern Wisconsin

$162,7547/1/2016 - 6/30/2017

Addresses isolation and lack of behavioral health ser vices experienced by residents of low-income rural areas with low population density.

Project PartnersNor thlakes Community ClinicAshland County Health and Human Ser vicesBayfield County Health Depar tmentEssentia Health - Ashland ClinicHayward Area Memorial HospitalMemorial Medical CenterNor thland College Center for Rural CommunitiesSawyer County Health and Human Ser vicesWashburn County Public Health Depar tment

Project Partners Project PartnersLa Crosse Medical Health Science Consor tiumCampaign to Change Direc tionGundersen Health SystemLa Crosse County Human Ser vicesMental Health Coalition of Greater La Crosse AreaSchool Distric t of La CrosseViterbo University

Winnebago County Health Depar tmentAf finity/Ministr y Health CareCatalpa HealthHousing Par tnership of the Fox CitiesNor theast Wisconsin Mental Health Connec tionThedaCare

Through HWPP's Strategic component, the Endowment committed up to $20 million to generate statewide, community-based advances in behavioral health. The eight-year project represents a philosophical shift for the Endowment, and a newly formed strategic focus on improving population health through the creation and support of local coalitions.

Funding was awarded to 10 Community Coalitions across 26 counties involving more than 120 partner organizations. During this reporting period, an initial $2.3 million investment allowed the 10 coalitions one year to plan and learn together before they enter a five-year implementation phase, beginning July 1, 2017. The final two years of the project will be devoted to ensuring that program successes are sustainable beyond the life of the award, and that they can be replicated in other communities.

The Endowment invited communities across the state to submit proposals. The RFP was released in October 2015 with applications due by

February 1, 2016. The selected 10 communities work with multi-sector partners, an MCW Partner Team consisting of faculty and staff, and with each other, to share best practices, review strategies and build the capacity of each community to serve the behavioral health needs of residents. During the program’s first year, the community groups worked as part of a funded Learning Community. The Endowment staff deliberately earmarked funds for this structured learning and planning phase so that they could reduce professional isolation and replace it with robust collaboration, and so that the members of each community could share and spread insights and expertise with their cohorts.

The ultimate outcome of this project will be a statewide improvement in behavioral health, outcomes that roll up into the desired outcome of the larger strategic plan of the Endowment, which is the improved overall health of Wisconsin residents.

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1 4 A D V A N C I N G A H E A L T H I E R W I S C O N S I N W W W . M C W . E D U / A H W 1 5

FUNDED PROJECTS JULY 1, 2015 - JUNE 30, 2016

NEW HWPP INITIATIVES / STRATEGIC

FUNDED PROJECTS JULY 1, 2015 - JUNE 30, 2016

REP projects that concluded during the reporting period of July 1, 2015 through June 30, 2016:Research Awards(8)• Advancing Community-Academic Par tnerships for Translational Research: Scientific Citizens and Citizen Scientists • Advancing New Discoveries in Translational Research Through the Collaborative and Pilot Studies Program

• Anesthetic-Induced Neuroapoptosis: Is Anesthesia Bad for the Newborn Brain?• Community Engagement Core Planning Initiative• Personalized Medicine Program• Program in Genomics and Ethics

Education Awards(2)• Community Medical Education Program Planning• Healthy Wisconsin Leadership Institute

COMPLETED PROJECTSHWPP projects that concluded during the reporting period of July 1, 2015 through June 30, 2016:Development Awards (8)• Scaling Up Milwaukee Urban Agriculture and Nutrition Through a Community/Science Institute • A Collaborative Response to Reduce Binge Drinking in Rural Wisconsin Communities• Improving Home Visitor Response to Post-Par tum Depression

• Healthier Obstetrical Outcomes Through Enrichment Activities and Community Engagement • Proactive Outreach for the Health of Sexually Exploited Youth• Community Information System: Linking Data to Improve Health• Teleophthalmology to Improve Eye Health Among Latinos (TIEHL): UCC/MCW/ Marquette Collaboration

• Networked for Action: Eau Claire County Health Data Web-Portal for Community ChangeImpact Award (1)• Developing a School Health Services Assessment Tool and Related Resources Rescinded (1)Advocating for Model Policies That Support Teen Pregnancy Prevention Activities in Milwaukee was rescinded.

Project Name, Award & AimMental Health Matters: A Strategic Investment for Children, Youth, and Families in Our Community

$199,945 7/1/2016 - 6/30/2017

Addresses the Chippewa and Eau Claire Counties' perennial s truggles with access to care and issues with isolation and lack of transpor tation.

A Southwestern Wisconsin Behavioral Health Partnership

$200,0007/1/2016 - 6/30/2017

Ser ves rural areas within Grant, Green, Iowa, Lafayet te and Richland Counties, with a par ticular focus on improved behavioral health ser vices for low income persons and families that lack insurance and/or the capacity for private payment.

Project Partners Project Partners

Eau Claire City - County Health Depar tmentChippewa County Public Health Depar tmentChippewa County Depar tment of Human Ser vicesChippewa Falls Area Unified School Distric tChippewa Falls Police Depar tmentChippewa Health Improvement Par tnershipEau Claire Area School Distric t Eau Claire County Depar tment of Human Ser vicesEau Claire Healthy CommunitiesEau Claire Police Depar tmentHSHS Sacred Hear t HospitalHSHS St. Joseph's HospitalJoining our Neighbors Advancing Hope (JONAH)Marshfield Clinic, Mayo Health SystemSecurity Health PlanUnited Way of the Greater Chippewa ValleyWestern Region Division of Public Health

Southwestern WI Community Ac tion ProgramBetter BrodheadCESA 3Community Connec tions Free Clinic, Inc.Green County Health Depar tmentGreen County Human Ser vices Depar tmentGrant County Health Depar tmentGrant Regional Health CenterGrant County Depar tment of Social Ser vicesGundersen Boscobel Area Hospital and ClinicsIowa County GovernmentIowa County Health Depar tmentIowa County Sherif f ’s Of ficeLafayet te County Health Depar tmentLafayet te County Human Ser vicesMemorial Hospital of Lafayet te CountyMonroe ClinicRichland Hospital, Inc.Richland County Health and Human ServicesRural Wisconsin Health CooperativeSouthwest HealthSouthwestern WI Regional Planning CommissionSuicide Prevention Coalition of Iowa CountyUniversity of Wisconsin - Madison School of NursingUniversity of Wisconsin - Population Health InstituteUniversity of Wisconsin Extensions - Iowa , Green, Richland, Grant and Lafayette CountiesUpland Hills Health

To learn more about AHW-funded projects, visit our website at www.mcw.edu/AHW

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FUNDED PROJECTS JULY 1, 2015 - JUNE 30, 2016

NEW REP INITIATIVESProject Name & Award Project Aim Principal InvestigatorTreatment of PDAC With Combined Immunotherapy, Nox Inhibition, and Altered Chemokine Signaling

$200,0001/1/2016 - 12/31/2017

Will test therapies that alter the normal cells surrounding a tumor (the tumor microenvironment) in pancreatic duc tal adenocarcinoma (PDAC) so that tumor-killing immune cells can reach the tumor and be ac tivated to kill the cancer cells.

Byron Johnson, PhD Professor, Pediatrics and Microbiology and Molecular Genetics Co-Investigator: Michael Dwinell, PhD, Professor, Microbiology and Molecular Genetics; Direc tor of the Bobbie Nick Voss Laborator y; Leader of the Tumor Progression and Metastasis Program

Vascular Odorant Receptors-Regulation and Function

$199,1371/1/2016 - 12/31/2017

Will identif y new approaches to regulate inflammation and cardiovascular disease through increased understanding of the role of odorant receptors (ORs), which are predic ted to help blood vessels dilate and improve blood f low in inflammation and blood vessel health.

William B. Campbell, PhD, Chair & Professor, Pharmacology and ToxicologyCo-Investigator: David D. Gutterman, MD, Nor thwestern Mutual Professor of Cardiology and Senior Direc tor of the Cardiovascular Center

Roles of Subcutaneous Adipose Tissue and Adiponectin on the Pathogenicity of Visceral Adipose Tissue

$200,0001/1/2016 - 12/31/2017

Researchers are learning how peripheral adipose tissue (SAT, or subcutaneous fat) protec ts against metabolic diseases compared to visceral adipose tissue (VAT, or central/abdominal fat) in healthy obese persons, resulting in lower rates of metabolic diseases, such as diabetes.

Srividya Kidambi, MD, MSAssociate Professor of Medicine—EndocrinologyCo-Investigators: Daisy Sahoo, PhD, Associate Professor of Medicine and Vice Chair for Research; Jon Gould, MD, Chief, Professor, Surger y; Pengyuan Liu, PhD, Associate Professor, Physiology; Leah Solberg Woods, PhD, Associate Professor, Pediatrics

Microbial Approaches for the Treatment of Multi-Drug Resistant Enterococcus

$200,0001/1/2016 - 12/31/2017

Researchers aim to prevent infec tions and reduce the spread of multi-drug resistant enterococci (MDRE), by preventing MDRE from colonizing and spreading from the gut.

Nita H. Salzman, MD, PhD, Professor, Pediatrics and Microbiology and Molecular GeneticsCo-Investigators: Christopher Kristich, PhD, Associate Professor, Microbiology and Molecular Genetics; Michele Battle, PhD, Associate Professor, Cell Biology, Neurobiology and Anatomy

Gaseous Intoxication by Bacterial Infection: A Mechanism for Abscess Formation

$200,0001/1/2016 - 12/31/2017

Using a novel detec tion method, as well as an advanced animal model, researchers plan to develop new, non-antibiotic treatments that limit damage and accelerate recover y from deep infec tions.

Rodney Willoughby, MD, Professor, Pediatrics and Program Direc tor for Antibiotic Stewardship at Children’s Hospital WisconsinCo-Investigators: Brian Smith, PhD, Assistant Professor, Biochemistr y; Christopher Kristich, PhD, Associate Professor, Microbiology and Molecular Genetics

Note: A $199,569 investment from the AHW REP Responsive Component was initially awarded to Michael Widlansky, MD, MPH for his research study titled Control of Diabetic Vascular Endothelial Func tion by Mitochondrial Fission Proteins. However, the AHW award was rescinded due to Dr. Widlansky successfully competing for extramural funding for related work to his proposed study. In such instances, AHW funding is rescinded and returned to the endowment to suppor t future projec ts.

FUNDED PROJECTS JULY 1, 2015 - JUNE 30, 2016

NEW REP INITIATIVES/RESPONSIVE

Project Name & Award Project Aim Principal InvestigatorMCW Community Engagement Core

$2,399,42010/1/2015 - 9/30/2019

The Community Engagement Core will establish an accessible, organized selec tion of exper ts and training ser vices to address complex, multi-dimensional community health needs

Syed Ahmed, MD, MPH, DrPH, FAAFPSenior Associate Dean for Community Engagement, Direc tor of the Clinical and Translational Science Institute’s Community Engagement Program

Graduate Medical Education Development in Central and Northern Wisconsin

$369,0607/1/2016 - 12/31/2017

To develop a strategic plan for overcoming barriers to creating and sustaining graduate medical education (GME) expansion in Central and Nor thern Wisconsin.

Lisa Dodson, MD, Campus Dean, MCW-Central Wisconsin

Optimizing Functional Outcomes of Stroke Survivors Through Translational Research

$1,003,67312/1/2015 - 11/30/2020

To improve func tional outcomes for s troke sur vivors by creating the Stroke Research Center of SoutheasternWisconsin that will advance translational research in the region.

Diane W. Braza, MD, Chair and Professor, Depar tment of Physical Medicine and Rehabilitation

Through the Research and Education Program (REP), the AHW Endowment invests in new scientific discovery and innovative education programs. Since 2004, the AHW Endowment has awarded more than $143.1 million to research and education initiatives addressing leading causes of death and disability in Wisconsin. During this reporting period, the REP awarded $5.0 million to nine awards through its Responsive and Strategic components.

The REP uses a multi-stage application process including submissions of a letter of intent and full proposal. With the Strategic proposals, the review process begins with the Research and Education Advis ory Committee's (REAC) review of letter of intent applications for merit and alignment with the AHW Five-Year Plan. Successful letters of intent are invited to the second stage that includes submission of a full proposal to the REP Office with a detailed project narrative, budget, budget narrative and implementation plan. These proposals are screened by staff to determine that all eligibility, content and submission requirements are fulfilled.

With the Responsive proposals, a merit review panel evaluates the

letters of intent and full proposals for scientific merit. Top-ranked proposals are advanced to the REAC for review. All full proposals are reviewed for supplanting through the MCW Controller's Office. The REAC reviews and provides funding recommendations on all proposals before they advance to the MCW Consortium for review and comment. The MCW Board of Trustees makes the final funding determinations.

REVIEW PROCESSStaff Technical Review and Supplanting Review

AHW Research and Education Advisory Committee Review

MCW Consortium Review and Comment

MCW Board of Trustees Review and Approval

q

q

q q

NEW REP INITIATIVES / STRATEGIC

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Paula A. Lucey, RN, MSN (Chair)Clinical Instructor, College of NursingUniversity of Wisconsin-MilwaukeeConsultant, Lamplighter Consulting Bevan K. Baker, FACHE

Commissioner of HealthCity of Milwaukee Health Department

Genyne L. Edwards, JDPartner, P3 Development Group LLC

Joseph E. Kerschner, MDDean of the Medical School and Executive Vice President MCW

John R. Raymond, Sr., MDPresident and CEOMCW

Christopher P. Kops, CPA, MBAChief Operating Officer, Senior Vice President for Finance and Administration, MCW

Elizabeth Giese, RN, MSPHWestern Regional Office Director, Division of Public Health, Eau Claire City/County Health Department

Joy R. Tapper, MPAExecutive Director, Milwaukee Health Care Partnership

Cheryl A. Maurana, PhDSenior Associate Dean and Director of the Advancing a Healthier Wisconsin Endowment, Vice President for Academic Outreach, MCW, Professor, Population Health, MCW School of Medicine

Joseph E. Kerschner, MD (chair)Dean of the Medical School and Executive Vice President MCW

Cecilia J. Hillard, PhD Associate Dean for ResearchProfessor of Pharmacology and Toxicology, MCW Director of the Neuroscience Research Center

Ann Nattinger, MD, MPHSenior Associate Dean for Research, Director of the Center for Patient Care and Outcomes Research,Professor and Chief of General Internal Medicine, MCW

William J. Hueston, MDSenior Associate Dean for Academic Affairs Professor of Family and Community Medicine, MCW

Cheryl A. Maurana, PhDSenior Associate Dean and Director of the Advancing a Healthier Wisconsin EndowmentVice President for Academic Outreach, MCW, Professor, Population Health, MCW School of Medicine

Christopher P. Kops, CPA, MBA*Chief Operating Officer Senior Vice President for Finance and Administration, MCW

Marjorie Spencer, MBA*Chief Financial Officer, MCW

1 8 A D V A N C I N G A H E A L T H I E R W I S C O N S I N W W W . M C W . E D U / A H W 1 9

AHW – OUR LEADERSHIP AND OUR TEAM

The MCW Consortium formed in 2002 as a non-stock, non-profit corporation whose purpose is to fulfill the obligations of the Public and Community Health Oversight and Advisory Committee as described in the March 2000 Insurance Commissioner's Order. The MCW Consortium meets on a regular basis and conducts itself in accordance with its bylaws and Wisconsin Open Meetings and Public Records Laws. The MCW Consortium provides oversight for the 35 percent of the funding dedicated for the Healthier Wisconsin Partnership Program and advises on the 65 percent of funding dedicated for Research and Education initiatives.

REACMCW CONSORTIUM ON PUBLIC AND COMMUNITY HEALTHThe MCW Consortium provided input and supported the creation of the Research and Education Advisory Committee (REAC). The REAC provides oversight for the AHW Research and Education Program. In that capacity, the REAC makes recommendations regarding the Research and Education Program's funding initiatives, application criteria, processes, and program administration policies. The REAC is led by the Dean of the School of Medicine and Executive Vice President of MCW.

AHW – OUR LEADERSHIP AND OUR TEAM

Cheryl A. Maurana, PhDSenior Associate Dean and Director of the Advancing a Healthier Wisconsin Endowment, Vice President for Academic Outreach, MCW, Professor, Population Health, MCW School of Medicine

Kate BeadleAdministrative Associate

Tobi Cawthra, MPHSenior Program Officer, Cross-Cutting Component

Jean MorelandDirector of Administration

Liz Setterfield Senior Communications Consultant

Laura Pinsoneault, PhDSenior Evaluator

Alicia WittenProgram Director, Program Development and Dissemination

Christina Ellis Program Director

Maureen BusalacchiProgram Officer, Responsive Component

Shari Hagedorn Program Coordinator

Tim Meister, MAProgram Officer, Strategic Component

Tracy Wilson, MPHProgram Officer, Capacity Building Component

HWPP TEAM

Erin Fabian, JDProgram Director

Kristen Gardner-Volle, MNMProgram Officer, Responsive Component

Autum Kowalczyk, MBA Program Officer, Strategic Component

Mark McNally, PhDFaculty Advisor for REP and Associate Professor of Microbiology and Molecular Genetics

REP TEAM

AHW TEAM

In January, 2011, MCW placed the AHW Endowment in the Office of the President during a time of leadership transition in the School of Medicine. With the completion of the second programmatic audit conducted by the Legislative Audit Bureau, an opportunity arose to reflect on AHW's many accomplishments and how best to position the Endowment within MCW's organizational structure for the future. After discussion with the Consortium and the MCW Board of Trustees, effective January 1, 2016, the AHW Endowment will sit within the School of Medicine. This date coincides with the completion of the Legislative Audit Bureau's second programmatic audit of the AHW Endowment, classified as a good audit, the beginning of the third year of the 2014-2018 AHW Five-Year Plan, and strong leadership from the Dean of the School of Medicine.

* Marjorie Spencer, Chief Financial Officer, completed her service to the REAC in June 2016 due to her departure from MCW. Christopher P. Kops, Senior Vice President for Finance and Administration and Chief Operating Officer became a voting member of the REAC in April 2016.

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AHW – FUND MANAGEMENT

INVESTMENT SUMMARY

The Advancing a Healthier Wisconsin funds are invested with MCW Endowment Funds using a diversified asset allocation strategy that includes money market funds held by external investment

managers, marketable debt and equity securities, bond and equity mutual funds, commingled bond and equity funds, other equity securities, and accrued interest and dividends thereon, and are reported at fair value. The investment goal for the Advancing a Healthier Wisconsin funds, as approved by the MCW Board of Trustees, is to preserve the purchasing power of its investment, while providing a level of investment return and liquidity that funds its purposes within a reasonable and prudent level of risk. MCW has a long-term investment objective for the endowment assets to earn on average a real (inflation adjusted) annual rate of return and to provide a return for appropriation of not less than the total annual spendable income rate under the endowment fund spending policy.

All Endowment Funds, including the Advancing a Healthier Wisconsin funds, are invested in a unitized pool. Pooling of funds allows an individual participating fund to benefit from diversification and economies of scale in the investment process. Income is also unitized and allocated based on relative value on the first of the month. Realized capital gains are reinvested in the pool. The separate identity of each fund participating in

the Endowment Fund pool is fully preserved, and each fund's share in the income and gains and losses of the pool is assured.

The Advancing a Healthier Wisconsin funds are segregated within the Endowment Fund. With respect to the 35% allocation of the funds for the Healthier Wisconsin Partnership Program and the 65% allocation of the funds for the Research and Education Program, separate accounts for the endowed funds and the spendable income funds available for current and future program distribution are maintained.

Distributions are based on the MCW Endowment Fund Spending Policy. Investment earnings that are not distributed are temporarily restricted under the terms of the Grant Agreement.

FINANCIAL STATEMENTSA financial audit of The Medical College of Wisconsin, Inc. Advancing a

Healthier Wisconsin Program was conducted by an external audit firm for the fiscal years ending June 30, 2016 and 2015. The following pages reflect the financial position for the fiscal years ended June 30, 2016 and 2015 and the activities and changes in net assets for the fiscal year ended June 30, 2016.

ADVANCING A HEALTHIER WISCONSIN STATEMENTS OF FINANCIAL POSITION

AS OF JUNE 30, 2016 AND 2015 (in thousands)

2016 2015

Assets:

Investments, at fair value:

Spendable income funds $ 56,406 $ 60,016

Endowed funds 347,355 375,559

Total investments, at fair value 403,761 435,575

Total assets $ 403,761 $ 435,575

Liabilities and net assets:

Liabilities

Due to The Medical College of Wisconsin, Inc. $ 98 $ 299

Total liabilities 98 299

Net Assets

Temporarily Restricted $ 114,974 $ 146,587

Permanently Restricted 288,689 288,689

Total net assets 403,663 435,276

Total liabilities and net assets $ 403,761 $ 435,575

AHW – FUND MANAGEMENT

OPEN MEETINGS AND PUBLIC RECORD LAWS STATEMENTThe MCW Consortium conducts its operations and processes in accordance with the State of Wisconsin’s Open Meetings and Public Records

laws. Meetings of the MCW Consortium are open to the public, in accordance with the law. Agendas, minutes and documents approved by the MCW Consortium are posted online at http:// www.mcw.edu/Advancing- Healthier-WI-Endowment.htm.

DIVERSITY STATEMENTThe AHW Endowment and the MCW Consortium are subject to, comply with and affirm the Equal Employment Opportunity and Affirmative

Action policy of the Medical College of Wisconsin, Inc. The MCW Consortium is committed to optimizing the talents of people of different backgrounds, experiences and perspectives as a means of improving the health of the residents of Wisconsin. The AHW Endowment will continue to be equally accessible to all qualified persons without regard to their race, religion, color, age, disability, sex, national origin, sexual orientation, marital status, membership in the military reserves, creed, ancestry and arrest or conviction record. This policy represents the AHW Endowment and MCW’s commitment to nondiscriminatory practices and affirms its value for fair treatment of all qualified applicants and employees.

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AHW – FUND MANAGEMENT

ADVANCING A HEALTHIER WISCONSIN STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS

FOR THE FISCAL YEAR ENDED JUNE 30, 2016 (in thousands)

HWPP* REP** TOTAL

Changes in unrestricted net assets:

Expenditures:

Faculty salaries $ 396 $ 3,985 $ 4,381

Staff salaries 602 3,596 4,198

Fringe benefits 242 1,790 2,032

Services, supplies, and other 247 3,512 3,759

Payments to community partners 2,342 - 2,342

Total expenditures 3,829 12,883 16,712

Net assets released from restrictions

Change in unrestricted net assets

(3,829) (12,883) (16,712)

- - -

Unrestricted net assets, beginning of year $ - $ - $ -

Unrestricted net assets, end of year $ - $ - $ -

The MCW Consortium on Public and Community Health authorized the following changes in outstanding commitments for the Advancing a Healthier Wisconsin program (in thousands). These outstanding commitments will be funded on a reimbursement basis and recognized as expenditures after the amounts have been expended by MCW and the community partners.

AHW – FUND MANAGEMENT

Changes in temporarily restricted net assets:

Investment income $ 1,743 $ 3,279 $ 5,022

Realized gains on investments 4,568 8,579 13,147

Unrealized losses on investments (11,453) (21,617) (33,070)

Net assets released from restrictions (3,829) (12,883) (16,712)

Change in temporarily restricted net assets (8,971) (22,642) (31,613)

Temporarily restricted net assets, beginning of year $ 49,149 $ 97,438 $ 146,587

Temporarily restricted net assets, end of year $ 40,178 $ 74,796 $ 114,974

Changes in permanently restricted net assets:

Change in permanently restricted net assets $ - $ - $ -

Permanently restricted net assets, beginning of year $ 101,001 $ 187,688 $ 288,689

Permanently restricted net assets, end of year $ 101,001 $ 187,688 $ 288,689

* Healthier Wisconsin Partnership Program ** Research and Education Program

Grants Awarded1 Grant Expenditures2 Amount Lapsed

Amount Remaining to be Spent

COMMITMENTS:

Grants Awarded from Inception to June 30, 2015:

Healthier Wisconsin Partnership Program $ 48,751 $ 41,761 $ 2,749 $ 4,241

Research and Education Program $ 137,305 $ 90,502 $ 11,199 $ 35,604

SUBTOTAL $ 186,056 $ 132,263 $ 13,948 $ 39,845

COMMITMENTS:

Grants Awarded from July 1, 2015 to June 30, 2016:

Healthier Wisconsin Partnership Program $ 5,816 $ 143 $ - $ 5,673

Research and Education Program $ 5,771 $ 431 $ - $ 5,340

SUBTOTAL $ 11,587 $ 574 $ - $ 11,013

Outstanding commitments, June 30, 2016 $ 197,643 $ 132,837 $ 13,948 $ 50,858

1 Reflects grants awarded, net of grant reductions made due to the economic recession that began in December 2007.2 Reflects life-to-date expenditures related to grants awarded.

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BY MAIL: AHW Endowment Medical College of Wisconsin 8701 Watertown Plank Road Milwaukee, WI 53226

ONLINE: www.mcw.edu/AHW

BY PHONE: (414) 955-8075

IN PERSON: AHW Endowment Medical College of Wisconsin Medical Education Building, Suite M3500 Milwaukee, WI 53226

CONTACT US / ADVANCING A HEALTHIER WISCONSIN ENDOWMENT