ST. JOSEPH’S MEDICAL
CLINIC, INC. ANNUAL REPORT
2015 ANNUAL REPORT
TABLE OF CONTENTS
Contents
Executive Summary ______1 Programs and Patient Information ______2 Partners and Donors ______5 Partners and Donors Con’t…. ______6 Partners and Donors Con’t… ______7 Revenue and Expense ______8 Volunteers ______9 Board of Directors & Staff ______10 Contact Information ______10
EXECUTIVE SUMMARY
Executive Summary
PARTNERSHIP HIGHLIGHTS – INCREASING ACCESS TO MEDICAL CARE St. Joseph’s Medical Clinic, Inc. (SJMC) is proud to be a valuable and critical safety net medical provider for uninsured and low-income friends and neighbors who live, work, or attend school in the Waukesha County community. We turned over a new leaf in 2015 and into 2016 in efforts to achieve our goal towards increasing access to primary and specialty medical care under our “Continuity of Care” model. St. Joseph’s Medical Clinic and ProHealth Care partnered to open up a second “satellite” clinic location at the Waukesha Family Practice Center at 210 NW Barstow Street, Waukesha. CONTINUITY OF CARE
ProHealth Care’s affiliate program, Waukesha Family Medicine Residency (WFMR) will incorporate 1st, 2nd, and 3rd year medical residents to act in the capacity of primary care physicians for SJMC patients. In efforts to enhance the ability to track patient health goals, we began migrating our paper charts to an electronic medical record (EMR) system, EPIC, generously donated by ProHealth Care. This will allow us to plug in to the community’s healthcare delivery system, leverage resources, maximize communications, and facilitate a multi-disciplinary healthcare approach. We are grateful for these wonderful partnerships that will place the patient in the driver’s seat and to help develop individualized and realistic health outcomes. THE CORNERSTONES OF OUR SUCCESS The four cornerstones of the “Continuity of Care” model are: . Compassion . Comprehensive . Community . Choice PATIENTS ARE IMPORTANT TO US There is nothing we hold dearer than our neighbors who need help. We embrace our patients with dignity and integrity. We answer prayers. Our healthcare services nurture and support the whole person. We understand health issues and the day-in and day-out challenges patients may face. We are patients’ advocate and ardent supporter. Those we help are productive members of our community who, in turn, contribute so much of themselves to help others. Patients choose a healthier journey for themselves and their families. TOGETHER, WE MAKE AN IMPACT ON THE HEALTH OF OUR COMMUNITY It is only because of you and your generous partnership with St. Joseph’s Medical Clinic that we are able to provide medical care to individuals and families in need. We treasure your support and believe in your stewardship in making our community a healthier and stronger place to live and work. This report highlights all the wonderful work your efforts have made – saving a life and making a collective impact towards a brighter future.
Jessica Osenbru gge Phillip Stroupe, RPh Executive Director Board President
Patients are our story.
Page 1 PROGRAMS AND PATIENT INFORMATION
Programs and Patient Information
HEALTHCARE SERVICES SJMC is a free clinic providing medical care to friends and neighbors who live, work, or attend school in the Waukesha County community. Our services include provider assessments, diagnosis and treatment planning, patient health education, labs and x-rays, medications, and health insurance navigation and enrollment assistance. We offer a once per month podiatry clinic primarily serving diabetic patients and a once per month women’s health clinic.
# of Patients 355 # of Services 2100 # of Total Visits 860 # of walk-in and phone referrals 1,014 # of individuals assisted with health insurance enrollment 59 # of Clinic Exams 460 # of Prescription Medications 774 # of individuals supported with medications by Waukesha 61 patients County grants & # of medications 230 medications #of Lab test provided on-site 369 #of Lab & Diagnostic Test performed by network providers 437 #Podiatry Visits 35 #of Women’s Health Visits 14 # of homeless individuals and families served 30 Top Diagnoses Diabetes, Hypothyroidism, Chronic Pulmonary Obstructive Disorder, High Cholesterol, and High Blood Pressure
HOME LESS MEDICAL CASE OUTREACH AND MANAGEMENT SJMC is a member agency of the Housing Action Coalition/Continuum of Care in Waukesha County. We have on staff a Registered Nurse acting in the capacity of Medical Case Manager to outreach to individuals and families who are homeless or at risk of homelessness. As of January 2016, there were close to 200 individuals homeless and living on the street, an 11% increase from 2015. Our services assist approximately 60+ individuals with medical care, patient health education, medications and referrals to gain housing, transportation, and food. 6% of those we serve are in shelter.
HEALTH LITERACY In 2003, the National Assessment of Adult Literacy found nation-wide that 88% do not have basic health literacy defined as the “…degree to which individuals have the capacity to obtain, process, and understand basic health information and services needed to make appropriate health decisions1”. The figure has not changed very much throughout the years, yet the ability to access and navigate the healthcare delivery system has in some measure become more complicated. SJMC provides patient education in the form of group classes or individualized settings. It is our goal to assist patients with their understanding of the following so they are better equipped to make decisions about their health.
Health Conditions Treatment Plans
How to use medications Health education incl. nutrition, meal planning, & fitness
1 U.S. Department of Health and Human Services. 2000. Healthy People 2010. Washington, DC: U.S. Government Printing Office. Originally developed for Ratzan SC, Parker RM. 2000. Introduction. In National Library of Medicine Current Bibliographies in Medicine: Health Literacy. Selden CR, Zorn M, Ratzan SC, Parker RM, Editors. NLM Pub.
Page 2 PROGRAMS AND PATIENT INFORMATION
HEALTH INSURANCE LITERACY AND ENROLLMENT ASSISTANCE The Kaiser Family Foundation, www.kff.org, issued a report in November 2014 that four in ten nationwide do not understand basic health insurance concepts. SJMC provides assistance to not only our patients, but any community member in Waukesha that has questions about health insurance or needs help with the enrollment or annual reenrollment process.
The Affordable Care Act (ACA) had an objective to help equalize access to health insurance. However, not everyone currently has health insurance or is required to purchase. Affordability remains problematic for community members struggling to make ends meet, and the law allows for exemptions that do not require someone to purchase insurance. ST. JOSEPH’S MEDICAL CLINIC PATIENT DEMOGRAPHICS
Age Race/Ethnicity 1% 3% Caucasian 0-18 6% (Non-Hispanic) 9% 5% 9% 19 - 25 Hispanic 18% 26-35 48% African- 18% 36-45 American 46-55 42% Asian/Pacific 20% 56-64 21% 65+ American Indian
Gender Household Size Ave. Size = 2.16 members
48% Female Live Alone 52% Male 48% 52% Live with Family
Patients are a gift! We were particularly touched by a 52-year old, uninsured female who came into the clinic for the very first time. She lives alone and has an income of approximately $900/month. The patient is unable to afford health care when her seasonal asthma recurs. The clinic helped her with diagnosis and treatment for two episodes requiring medications treatment, and patient education support to quit smoking. She was referred to our volunteer Podiatrist for foot pain and received education on foot care to prevent long term foot problems that can impact mobility and ability to work. Together, we build bridges between patients and health for a brighter tomorrow.
Page 3 PROGRAMS AND PATIENT INFORMATION
PATIENT DEMOGRPAHICS CONTINUED… Before patients may receive healthcare services, we review patient household income and if they have insurance. Generally, we assist patients with household incomes up to 250% of Federal Poverty Level (FPL). For example, in 2016 a family of two may have household income of $40,050 per year or $3,337 per month before taxes. When considering the rising cost of housing, food, transportation, and child care; this is not much left at the end of the month.
The American Community Survey through the U.S. Census Bureau estimated in 2014 that as much as 5.8% of the population of Waukesha County, or over 22,000 have household incomes at or below federal poverty level. Trends increase with the number of children living in poverty. In 2015, the average household income of patients was $16,300 per year or approximately $650 per week.
1% Residence Waukesha Residence 2% Big Bend 1% 2% 1% 1% 1% 1% Brookfield 2% 3% Butler 1% Dousman Hartland 4% 2% Menomonee Falls Mukwanago Muskego New Berlin Oconomowoc Pewaukee 78% Sussex Waukesha Other
Page 4 PARTNERS AND DONORS
You have made a terrific impact! Partners and Donors
$10,000+ Katherine Bayliss, MD & Thomas Mann Jergen Barber, MD & Jean Barber Waukesha County Christine & Steve Bessler Thomas Belson, MD Waukesha County Community Foundation Hon. Michael O Bohren & Mary James and Marguerite Buck John Bolger, MD & Sandra Susan Campbell $5,000+$9,999 James and Deborah Brandes Robert Chambers, DDS, SC National Alliance on Mental Illness Lawrence & Carolyn Bunting Community Health Charities of North Carolina John Nevins Gregory and Linda Burns Complete Family Dentistry Partnership $1,000 - $4,999 Kathy Carpenter Krista D'Amore, MD & Richard ABB Inc Shared Accounting Services Carroll University Christopher Davies, MD & Jennifer Anonymous Donor Community of the Living Spirit Community Thompson, MD Aurora Health Care Witness Fund Kathleen Falk & Peter Bock Mike & Kris Bergmann First Presbyterian Church John & Joanne Fay Margaret Brown G Dental LLC Judith Felsmann RN Catholic Study Club of Waukesha Thomas Gallagher, MD First Bank Financial Centre Century Fence Company Jennifer Grimm First United Methodist Church Thomas and Rachael Cizmas Jennifer & Thomas Hirsch Stacy Gardner John & Mary Cooney Andrew & Paula Holman Golden K Kiwanis Donald and Michele Cronin Inpro Corporation Katie Hamersmeier Elizabeth Davies, MD & Mark Neubauer J.M. Cooney Consulting, LLC David Helling, MD & Bonnie Birk Randall and Anne Fentzlaff Mary Koestler Shannon & Heather Hoeffler Beth Furumo Michelle & Bernard Krauska Paul & Kathleen Hoffman James Gardner, MD & Kathleen La Casa de Esperanza Ideal Club Michael Goldstone & Susan Vetrovsky- William Listwan, MD & Marlene James and Linda Janecke Goldstone Maureen Longeway, MD Henry Janisch Greater Milwaukee Foundation Joan MacGregor Boyd & Julie Janny Molly Guy Robert J. & Heidi Manak Cora Janus Cheryl King Michael Mazzone, MD Toni Jones Modern Woodmen of America Medical Center Pharmacy Kimberly Kershek & Nate Grendahl Prairie Financial Group Wisconsin Centrifugal Charitable Foundation Wendy Kopatich ProHealth Care, Inc MetalTek International Rhonda Macleod Randle Dable Brisk Funeral Home Steven and Cindy Mueller Michael Best & Friedrich LLC Catrena Reid Sharon Lavin Neuman & LJ Cindy Nagel& Dave Miller Sharyn Schmidt Neurological Associates of Waukesha, Ltd John & Jenny Neubauer Walter and Irene Skipper James and Maike O'Rourke Mary Nieman Lorraine, and Christina Slattery Janet Phillips Glenn Nieman Lynn Spangler Bill & Jackie Rehm Sandy & Phil Pearson St Luke's Lutheran Church Rosalie and T Michael Schober Patricia Pfannerstill St. John Vianney Congregation Amy Spangler Ritz Holman CPA's St. Paul's Catholic Church St. John Neumann Parish Richard & Gina Sanchez St. Williams Parish Gerald Stanke Jeanne Scinto, PhD & Frank Phillip Stroupe II, RPh & Patricia United Way of Waukesha County Kirsten Simanonok The Robert Francis Navin Charitable Fund Waukesha County Technical College Steve Southcott Catherine Valentyn PA & Thomas Waukesha Kiwanis Foundation Inc Aracelis Miranda Spindt, PA & Marc Spindt John Ward Waukesha Noon Lions Club Foundation St. James Congregation
Shelley Watters, MD & Geoff Joan Staub $250 - $499 Waukesha Surgical Specialist, SC Waukesha Noon Lioness Club Agilent Technologies Waukesha State Bank $500 -$999 Associated Bank Jacque Wilson Susan Anthony Kathleen Bagin
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PARTNERS AND DONORS CON’T….
Your impact on a Partners and Donors Con’t…. healthier journey!
Thomas Wittmann, MD & Beth Erickson- Susan Hunter, MD & Richard Minkley Ronald and Kathleen Rydberg Wittmann, MD Irene Ingraham Jennifer Scheler Agency Sandra Zeck Elizabeth & Jonathan Ingrisano Ruth Schloemer
$100 - $249 Gerald and Bette Janecke Mike & Barb Schober Ace Redi-Mix Inc Collin Johnson, MD & Kirsten Olson, MD Art and Pat Schuh Michael and April Antonczyk Thomas Johnson, MD & Mary Robert Schwarz, MD & Sally Cindy & Marcus Auerbach William & Sharon Kempf Jennifer Sciuti Elana Bannerman, MD Ann Kennedy Adam & Gretchen Segal Ronald & JudithBauer Patricia Kennedy Joseph and Michelle Shea Jean and Margaret Beaudoin Laura Keuler Mary & Terry Sims Bergmann & Holm Dental Group Richard Kobriger Dale and Gail Siverling Pedro & Mary Lou Betancourth Cheryl Kontich St Joseph's Parish Dhun Bhathena, MD Mary Krajnak St. John's Lutheran Church Women Mark and Gerry Biehl Scott Krug, DVM, MD John Stockinger,DDS Bill Hamilton Agency Inc. David and Lynn Krutz Sunset Bank & Savings Richard and Kathleen Boemer John Lammers, MD & Mary Kay Larry and Jennine Szwalkiewicz Edward Buerger, MD Carol Leonard United Unitarian Universalist Congregation John Buhl, MD Pete Madden, MD & Judith Nimish Vakil Yamileth & Kurt Cappelli Joseph Marino Ricardo & Julie Valadez Ted Carr Nicholas & Sheila Martinez Paul and Evelyn Vrakas CC Services, Inc. Laura Messner Richard Wagner Michael and Carol Cinquegrani Tom White & Family Mia Famiglia/225 So Mark Warhus & Vicki Herman Gary and Helen Coates Joseph & Margaret Miotke Thomas Wilson, MD Beth Connell-Weiand Lonald and Barbara Monfils Jill Winkler Michael Connor, DDS & Jane Richard A. and Barbara J. Natalizio Suey & Patty Wong Paul Cook Nehs Family Vision Center Elizabeth & Dan Wood Michael and Claudia Couillard David Nelson Scott and Rosa Zibell
James Dall, MD & Judith Lisa Nevins $50-$99 Patricia Nieman Chad & Ann Deluka Scott Ashley Mary Lou Erb Lyle and Janet Perrin Sandra Borucki Jennifer B Esh KindrajeanLaura Messner Prunuske Robert F and Karen Calhoun Al and Norma Mae Exner Sr. ReichlTom White Orthodontics & Family Mia Famiglia/225 So Marcel A Cesar, MD & Laura David Faust NancyJoseph & & John Margaret Reinbold Miotke Kari Crawford Gordon Feather JulieLonald & James and Barbara Reuss Monfils Dorothy Cummens Raymond and Rita Feldmeier A.M.Richard Richter, A. and MD Barbara J. Natalizio John and Marianne Deabler First Congregational UCC SarahNehs FamilyRiggsbee Vision Center Jerrold Deutsch, MD & Marlene Joseph and Susan Flood BarbDavid Rosenthal Nelson Thomas Dougherty, MD & Mari Laurie Furness NickLisa NevinsRudich Margaret Fandre Fred & Lourdes Garcia SusanPatricia Ruf Nieman Metty Fredricks Julie Gay & William Domina RonaldLyle and and Janet Kathleen Perrin Rydberg William & Mary Freisleben Patrick Ginn JenniferKindrajean Scheler Prunuske Agency Mario Gonzalez Jo Anne Graham,MD Reichl Orthodontics William Graham Ralph Gross Nancy & John Reinbold Michael Guenther Franklin Grunske Julie & James Reuss Patricia Gunn Charles and Debra Ann Guthrie A.M. Richter, MD Shirley Harrits Sharon Haas Sarah Riggsbee Theresa Held Timothy and Monica Hanley Barb Rosenthal Joseph and Joy Ellen Hemmer Joyce and Gerald Harned, MD Nick Rudich Willow Horning Kelly Hesse Susan Ruf Jean Howland
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PARTNERS AND DONORS CON’T…
Thank You! Partners and Donors Con’t…
Jacqueline Huber Deb Beres Richard and Margaret McHalsky Cynthia Huber Richard and Geraldine Bergmann Betty Monk
Lyle & Alice Husar Bradford Beyer Richard and Kathleen Mrochinski James Jolin, MD & Kathleen Bruce & Nancy Blum Larry Nelson Patricia Knuth Lisa Brockel Karen Oates John and Margaret Kohl Mary Brown Michael and Laraine O'Brien Pauline Kopatich The Brown Insurance Group LLC Margaret Olson Sue & Jim Lacy Doris & Robert Browne Linda Pachucki-Hyde John & Therese Ladwig George F Busch Ferdie Parra Kathy & James Libert Terry Cappozzo Marcia Pirie Darron and Mary Lillian Juana V. Castro-Lopez & Rigoberto Castro John and Helen Pugh Carol Lombardi Children's Hospital of Wisconsin & Affiliates Dennis and Pam Puzach Thomas and Terri Malta Cherie Christoph Albert and Dorothy Quartullo Stanley and Ophelia Mindiola Clear Choice Insurance Ashley & Stephen Quick Thomas and Donna Mitchell Alice Cook Beverly Reinders Moira A Desch Survivor's Trust Under the Katherine Couture Cindie Remshek Charles A. & Moira A. Desch Andrea Dedrick Kasha Riggsbee Joan and Bulmaro Neave Diane Dietscher Robert and Beverly Peacy LivingTrust James and Bethana Norgord Sharon Dodds Felicia Robertson Elizabeth Orozco Mary Ann Dodich Charles & Margaret Rodieck Jessica Osenbrügge Kenneth and Roseann Donahue Barbara Rosenmerkel Lawrence and Lucille Pettey Thomas Doucette James Rusnak Todd & Kathy Pieper Henry Drydyk Elaine M Saber Survivors Trust Patricia and Dennis Pociask Chris Eurich Cynthia Sabol Ralph and Renee Ramirez Susan Fox Shawn Sanicola, DPM Jim & Mary Lee Ratzel Faith Fritz Scott R. Schutze The Red Circle Inn & Bistro June Fryatt Lynne Seftar Paul and Kathleen Rempe Del Garcia Bill Shaffer Wayne and Judy Roller Nathan Grendahl Mary Sheetz Michael and Karen Ruff Emilie Grunfelder Nancy Sherwood Luanne Schipper Sharon Grunfelder Rodney and Diane Smith Richard & Ellen Schleicher Richard Hein, MD & Celeste Kenneth and Dorothy Thiele Robert and Marcella Schultz Svenson Helmar Marjorie Thien Robert and Margaret Schumann Mark Hermanoff JoEllen Thompson Lauri Schwefel Marcella and Harrold Hoeft Debroah Treis Elizabeth Sellars Hope Center, Inc. Wendy Treptow RN Soat-Vergenz VFW Auxiliary 721 Martha Hubert Rodney Vanden Noven Frank and Nina Spexarth Karen Jenkins James and Carol Vanderweldt Judy Van Lear Bret Jenkins Rajiv Varma, MD Waukesha Evening Lions Club William & Jane Jeruc Keelin Watters Waukesha Lady Elk Richard and Judith Kearney Margaret Weidman F.R. Winchell Martin Kern,MD Charles Weithaus, MD & Mary Walter and Mary Ann Woelfle Kerry Knoelke Thomas and Elizabeth West
Under $50 John and Lois Koehler Wilson Mutual Insurance Company Jean Abplanalp Richard & Dawn Kraemer Dora Wood Jesse Alba Jenna Lassa Woven Journey Villeneuve Ann Matias and Mary Lopez Tetsushi Yada Michael & Christine Bachmann Kay Maas Jerry & Carla Zimmerman Amanda Belsha Sylvia Magnan
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REVENUE AND EXPENSE
Revenue and Expense
Income Temporarily Income United United Way 49,238 Restricted Way 9% Contributions 136,888 17% Grants & Foundations 30,242 Other Investment Income -6,311 Revenue In Kind Contributions 252,296 1% Contributions Other Revenue 5,467 24% Temporarily Restricted 93,475 Total Income 561,295 In Kind Contributons 45% Grants & Foundations Investment 5% Income -1%
In kind Contribution In kind Contribution Diagnostic tests 56,571 Facilties Healthcare Services 147,084 10% Medications 24,641 Medication Diagnostic Facilities 24,000 10% tests Total In Kind Contribution 252,296 22%
Healthcare Services 58%
Expenses Expenses Direct Services 578,953 Administrative Fund Raising 43,980 10% Administrative 71,235 Total Expenses 694,168 Fund Raising 6%
Direct Services 84%
Page 8 VOLUNTEERS
Volunteers
In 2015, over 930 volunteer hours were performed by 100+ medical and administrative volunteers including the Board of Directors.
“The smallest act of kindness is worth more than the grandest intention.” ~Oscar Wilde
Mike Anderson Anna Dorn Lindsay Johnson Mariana Nino April Antonzyck Abby Dorn Megan Jourdan Isaias Ortiz Miranda (Aracelis)Spindt Michael Antonczyk Pamela Foss Elizabeth Kadinger Clara Palowek Monica Spindt Denise Babin Christopher Fox Steven Klemish Christine Parent Mary Tellier Andi Bach Thomas Gallagher Michael Kolack Sandy Pearson Olivia Thompson- Bannerman Katie Gesch Dawn Kraemer Maria Ramirez Davies Nicole Barbee David Kruck Adam Rasmussen Linda Geiss Susan Timmons Kathryn Barbieri Aaron Kunz David Rebedew Simon Griesbach Catalina Torres Nash Bell Elizabeth Kugler Ephram Reinbold Jennifer Grimm Wendy Treptow Shelley Beverage Martha Kukowski Julie Reuss Edward Gvora Whitney Vann Dhun Bhathena Malane Kunkel Sara Rigsbee Esther Gvora Catherine Valentyn Kirsten Bishop John Lesniak Anne Saccomando Sharon Hass Keelin Watters Kathleen Brass Kathy Libert Barbara Heighway Shawn Sanicola Catherine Way Mike Brenner Steven Lipscomb Rachel Hershberg Autumn Saunders Thomas Wittmann Janet Bruhn William Listwan Mary Hesse Robert Schwarz Anne Wick Marcel Cesar Rachel Hildebrand Tom Menzer Amy Spangler Barbara Wolf Elizabeth Davies Elizabeth Ingrisano Barb Murphy Lynn Spangler Jerry Deutsch Jack Zoeller
Congratulations to Dr. Dhun Bhathena for being our “Hometown Hero”! Thank You Modern Woodmen Fratnernal Financial Chapter 1945 for your support!
Page 9 2015 BOARD OF DIRECTORS STAFF
2015 Board of Directors Staff Phillip Stroupe RPh, President Chris Fox, MD 2015 Staff UW-Milwaukee Pharmacy Waukesha Surgical Specialists
Jessica Peggy Hon. Michael O. Bohren, Vice Shelley Watters, MD President Osenbru gge Brown, RN Aurora Health Care Executive Clinic Waukesha County Circuit Court Director Manager Jeanne Scinto, PhD, VP CompanyJohn Cooney, MS, Information Treasurer Performance Excellence J.M. Cooney Consulting, LLC ProHealth Care, VP Physician Yamileth Cappelli Judith St. Joseph’s Medical Clinic, Inc. Advisor Felsman, RN Lynn Spangler, BA, Secretary Office Manager 826St. N.Joseph East ’Ave.,s Parish Waukesha, and WI 53186 Nick Martinez Medical Clinic Nurse TelWaukesha 262-544 -County6777 Technical College Martinez Law Office, LLC Elizabeth Wood Rosa Zibell,
FaxJennifer 262-544- Grimm6667 RPh Receptionist RN Ex-Officio www.sjmdc.netWheaton Franciscan Medical Clinic Nurse Kelly Hesse, MSW Elizabeth Davies, MD Waukesha Co. Dept. of Health and Moreland Medical Human Services Mary Sheetz Nancy Jessica Osenbrügge Data Entry Clerk Reinbold, RN Michelle Krauska, MPH Executive Director Medical Case Waukesha Montessori School Manager Peggy Brown, RN
Michael Mazzone, MD Clinic Manager
Waukesha Family Practice
James Gardner, MD PHC, ProHealth Care, VP Physician Advisor
St. Joseph’s Medical Clinic
826 N. East Ave, Waukesha, WI 53186
T: 262-544-6777
F: 262-544-6667
Website: www.sjmdc.net
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