2024-11-01T15:42:21-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 121 WEST BRIDGE STREET OWATONNA MN 55060 990 2023-01-01 810425934 PARTNERS IN HOME CARE INC PART 4067288848 2673 PALMER STREET 201 MISSOULA MT 59808 EDDIE VETTER CFO 4067288848 2024-10-30 1 0 JUSTIN HARTERT P02236744 5074467100 2024-10-30 2023 2024-10-15 13:58:12Z CORIN SCHNEIDER 2673 PALMER STREET 201 MISSOULA MT 59808 28763089 0 X WWW.PARTNERSINHOMECARE.ORG X 1984 MT PROVIDE QUALITY, COST-EFFECTIVE HOME AND COMMUNITY HEALTH CARE. 2 0 260 50 0 0 15863 12662 21456621 23353859 53356 142822 286080 91336 21811920 23600679 0 0 0 0 13432761 14428823 0 0 0 9557415 11281306 22990176 25710129 -1178256 -2109450 20692884 19580766 4089206 4082794 16603678 15497972 X PARTNERS IN HOME CARE IS PASSIONATELY COMMITTED TO ASSISTING PATIENTS AND FAMILIES IN ACHIEVING OPTIMAL HEALTH, INDEPENDENCE AND COMFORT THROUGH HIGH QUALITY, COST-EFFECTIVE HOME AND COMMUNITY HEALTH-RELATED SERVICES. 0 0 6166425 0 7407992 HOME HEALTH SERVICES INCLUDE NURSING CARE AND PHYSICAL, SPEECH, AND OCCUPATIONAL THERAPY TO HELP CLIENTS MAKE THE TRANSITION FROM THE HOSPITAL OR NURSING HOME BACK TO THE COMFORT AND FAMILIARITY OF HOME. CLIENTS RECEIVE ASSISTANCE WITH RECOVERY FROM SURGERY AND ILLNESS, EDUCATION TO MANAGE HEALTH PROBLEMS, AND ASSISTANCE WITH COMPLICATED MEDICINE REGIMES AND DAILY ROUTINES. PARTNERS IN HOME CARE PROVIDED 41,033 VISITS TO APPROXIMATELY 2000 PATIENTS WITHIN THE COMMUNITY AND $8,295 IN CHARITY CARE. 5099165 0 6125846 PARTNERS' SOLUTIONS IS A LICENSED HOME INFUSION THERAPY PROVIDER AND ENABLES PEOPLE TO RECEIVE INFUSION THERAPY SAFELY AND EFFECTIVELY AT HOME. VARIOUS THERAPIES ARE OFFERED WITH IN-HOME TRAINING AND NURSING SERVICES PROVIDED. PARTNERS' SOLUTIONS ALSO HAS AN ON SITE PHARMACY AND DELIVERS DRUGS AND SUPPLIES. PARTNERS' SOLUTIONS PROVIDED APPROXIMATELY 49,878 THERAPY DAYS TO PATIENTS. SOLUTIONS HAD $22,552 IN CHARITY CARE DURING THE YEAR. 4846834 0 5822710 HOSPICE IS A CONCEPT OF TOTAL SUPPORT AND CARE FOR PATIENTS WHO HAVE BEEN DIAGNOSED WITH AN ILLNESS THAT WILL RESULT IN A LIFE EXPECTANCY OF SIX MONTHS OR LESS. HOSPICE'S EARLY INTERVENTION HELPS THE PATIENT AND FAMILY LIVE THE REMAINING MONTHS AS COMFORTABLE AND PREPARED FOR THE END OF LIFE AS POSSIBLE. PARTNERS IN HOME CARE PROVIDED 14,489 NURSING, THERAPY, SOCIAL WORKER, AND HOME HEALTH AID VISITS OVER MORE THAN 30,000 PATIENT DAYS IN THE COMMUNITY AND $3,839 IN CHARITY CARE. 3327369 0 3997311 HOME MEDICAL EQUIPMENT PROVIDES OXYGEN AND DURABLE MEDICAL EQUIPMENT TO MISSOULA AND THE SURROUNDING COUNTIES, WHICH ALSO INCLUDES A RESPIRATORY THERAPIST AND REHAB SPECIALIST. HOME MEDICAL EQUIPMENT PROVIDED $11,760 IN CHARITY CARE DURING THE YEAR. HOME AND COMMUNITY BASED SERVICES ENABLE OLDER ADULTS AND DISABLED INDIVIDUALS TO LIVE INDEPENDENTLY, REMAINING PRODUCTIVE, AND MAINTAIN OPTIMUM HEALTHY LIFESTYLES. A PRIMARY GOAL IS TO HELP CLIENTS AVOID PREMATURE PLACEMENT IN NURSING HOMES. CASE MANAGEMENT ALSO HELPS INDIVIDUALS USE COMMUNITY RESOURCES AND VOLUNTEER SERVICES AVAILABLE FOR THEIR COMMUNITIES. ONGOING EVALUATION OF CLIENT PROGRESS AND CARE, PROBLEM SOLVING, AND LONG-TERM CARE EDUCATION IS ALSO INCLUDED. CASE MANAGEMENT PROVIDED SERVICES ON 163,150 MEDICAID PATIENT DAYS, OR 447 PATIENTS PER YEAR AND $0 IN CHARITY CARE. 3327369 0 3997311 19439793 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 260 1 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 0 0 X EDDIE VETTER 4063273665 2673 PALMER ST MISSOULA MT 59808 JANELLE HUSTON BOARD CHAIR 40.00 0.00 X X 0 198239 51149 SANDEE MAHONEY BOARD MEMBER 5.00 40.00 X 0 251065 35407 DIANNE HANSEN FORMER CEO 40.00 X 107849 0 4478 CHRIS HARGIS FINANCE DIRECTOR 40.00 X 126326 0 15983 CORIN SCHNEIDER CEO 40.00 X 201317 0 9474 LARA MACKLIN PHARMACIST 40.00 X 125053 0 27499 GUDREN SCHROEDER PHARMACIST 40.00 X 133060 0 12761 COLLEN LEADBETTER MANAGER OF SOLUTIONS 40.00 X 146893 0 29680 MICHELLE JONES PHARMACIST 40.00 X 130189 0 13676 970687 449304 200107 8 0 1 0 0 12662 12662 PATIENT REVENUE 621610 23353859 23353859 23353859 434622 434622 4849577 21033 5127165 35245 -277588 -14212 -291800 -291800 MISC. INCOME 900099 91336 91336 91336 23600679 23353859 0 234158 465427 465427 12240062 9573830 2666232 410885 306819 104066 301517 258526 42991 1010932 761273 249659 16912 16912 188443 188443 72000 72000 802610 649419 153191 146752 5558 141194 520447 293904 226543 711401 35199 676202 423159 15830 407329 625204 603072 22132 1098 1098 223772 95009 128763 1304481 871453 433028 MEDICAL SUPPLIES 4594600 4592825 1775 MISCELLANEOUS 758134 566025 192109 BAD DEBT 711269 711269 EDUCATION 79432 36200 43232 101592 63582 38010 25710129 19439793 6270336 0 550 550 3134220 777806 3627344 4285829 666687 460745 151499 154229 1640942 1133538 571297 507404 10569091 11668400 1972196 1725803 20692884 19580766 2117010 2344719 1972196 1738075 4089206 4082794 X 16227050 15121344 376628 376628 16603678 15497972 20692884 19580766 -2109450 1003744 0 X 0 1 X 1 0 X 78758 834042 2869264 15863 12662 3810589 18324153 18548341 20518962 21456621 23353859 102201936 18402911 19382383 23388226 21472484 23366521 106012525 0 0 0 106012525 234821 241725 300131 309447 434622 1520746 234821 241725 300131 309447 434622 1520746 67364 63372 286080 91336 508152 18705096 19624108 23751729 22068011 23892479 108041423 0.98120 0.98310 0.01410 0.01230 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME 78824 8359 87183 91539 -12715 78824 90635 904 91539 90617 18 90635 90599 18 90617 0.00000 1.00000 0.00000 0 0 1640942 1133538 507404 507404 RIGHT-OF-USE OPERATING LEASE ASSETS 1682810 RIGHT-OF-USE FINANCE LEASE 42993 1725803 RIGHT-OF-USE OPERATING LEASE LIABILITIES 1738075 1738075 X 24604423 1003744 1003744 23600679 0 23600679 25710129 0 25710129 0 25710129 PART V, LINE 4: ENDOWMENT PRINCIPAL PERMANENTLY RESTRICTED. INCOME FROM THE ENDOWMENT TO BE USED ONLY FOR DIRECT CARE EXPENSES FOR INDIGENT HOSPICE PATIENTS. PART X, LINE 2: THE AGENCY IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(C)(3) OF THE CODE. THE AGENCY HAS ELECTED TO ADOPT GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE AGENCY FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES FOR EVALUATING UNCERTAIN TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAD NO EFFECT ON THE FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 SANDEE MAHONEY BOARD MEMBER 0 251065 0 0 0 0 0 26128 0 9279 0 286472 0 0 JANELLE HUSTON BOARD CHAIR 0 198239 0 0 0 0 0 47500 0 3649 0 249388 0 0 CORIN SCHNEIDER CEO 201317 0 0 0 0 0 0 0 9474 0 210791 0 0 0 COLLEN LEADBETTER MANAGER OF SOLUTIONS 144413 0 2480 0 0 0 11372 0 18308 0 176573 0 0 0 LARA MACKLIN PHARMACIST 124667 0 386 0 0 0 0 0 27499 0 152552 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD IS COMPOSED OF TWO VOTING MEMBERS (REPRESENTING THE PARENT HOSPITALS) AND SEVEN AT-LARGE MEMBERS. WHILE THE AT-LARGE MEMBERS ARE ABLE TO MAKE MOTIONS TO APPROVE INFORMATIONAL ITEMS THAT COME BEFORE THE BOARD, ONLY THE TWO VOTING MEMBERS ARE ABLE TO VOTE ON PROPOSALS THAT HAVE OPERATIONAL SIGNIFICANCE. FORM 990, PART VI, SECTION A, LINE 3 DURING THE FISCAL YEAR, THE ORGANIZATION'S MEDICAL DIRECTOR POSITION WAS PROVIDED THROUGH SERVICE AGREEMENT WITH CARLA DAVIS. CARLA'S 2023 COMPENSATION FROM PARTNERS IN HOME CARE FOR THESE WAS $258,933. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERSHIP COMPOSED OF ONE MEMBER. THE NAME OF THE MEMBER, EQUALLY REPRESENTED BY ST. PATRICK HOSPITAL AND HEALTH SCIENCES CENTER AND COMMUNITY MEDICAL CENTER, IS THE MISSOULA HOSPITAL ALLIANCE, INC. THE RIGHTS OF THE MEMBER SHALL BE EXERCISED BY THE BOARD OF DIRECTORS OF THE MISSOULA HOSPITAL ALLIANCE, INC. FORM 990, PART VI, SECTION A, LINE 7A ST. PATRICK HOSPITAL AND HEALTH SCIENCES CENTER AND COMMUNITY MEDICAL CENTER SHALL EACH HAVE THE RIGHT TO APPOINT ONE (1) DIRECTOR. THESE DIRECTORS SHALL NOT BE LIMITED IN THE NUMBER OF TERMS SERVED. THE BALANCE OF THE DIRECTORS SHALL BE AT-LARGE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE RIGHT TO ELECT AND REMOVE MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBER HAS THE RIGHT OF APPROVAL OF: 1. THE MISSION STATEMENT OF PARTNERS IN HOME CARE (PIHC). 2. THE SELECTION AND REMOVAL OF THE CHIEF EXECUTIVE OFFICER. 3. THE ANNUAL OPERATING AND CAPITAL BUDGET FOR THE CORPORATION. THE BOARD OF DIRECTORS WILL SUBMIT ALL BUDGETS TO THE MEMBER AT THE ANNUAL MEETING. UNTIL APPROVAL BY THE MEMBER, NEITHER THE DIRECTORS NOR OFFICERS OF THE CORPORATION HAVE THE AUTHORITY TO EXPEND MONEY FOR ITEMS CONTAINED IN THE BUDGETS. 4. MAJOR NEW SERVICES APPROVED BY THE BOARD OF DIRECTORS. 5. CHANGES TO THE ARTICLES OF INCORPORATION AND BY-LAWS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM WAS REVIEWED BY THE DIRECTOR OF FINANCE AND CEO. ONCE ANY NEEDED CORRECTIONS WERE MADE, THE DRAFT WAS PROVIDED TO THE BOARD OF DIRECTORS. THE BOARD WILL APPROVE THE DRAFT AT ITS NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C POLICY: ALL STAFF, VOLUNTEERS, AND MEMBERS OF THE BOARD OF DIRECTORS AND PROFESSIONAL ADVISORY COMMITTEE OF THE AGENCY WILL DISCLOSE ANY DUALITY OF INTEREST OR POTENTIAL CONFLICT OF INTEREST. DEFINITION: A CONFLICT OF INTEREST MAY EXIST WHEN AN INDIVIDUAL WILL DERIVE ANY PROFIT OR GAIN DIRECTLY OR INDIRECTLY BY REASON OF HIS/HER ROLE IN THE AGENCY, AND THE OBJECTIVITY OR LOYALTY OF THAT INDIVIDUAL COULD BE QUESTIONED. PROCEDURE - BOARD OF DIRECTORS: 1. IF A MATTER ARISES IN WHICH A MEMBER OF THE BOARD HAS A CONFLICT OF INTEREST, THIS SHALL BE PROMPTLY DISCLOSED BY THE BOARD MEMBER TO THE BOARD OF DIRECTORS. 2. IN MATTERS INVOLVING A CONFLICT OF INTEREST, A BOARD OF DIRECTORS MEMBER MUST DISCLOSE ANY KNOWN SIGNIFICANT REASONS WHY A TRANSACTION MIGHT NOT BE IN THE BEST INTEREST OF THE AGENCY AND A BOARD MEMBER SHALL NOT PARTICIPATE IN DISCUSSION NOR VOTE ON THE RELATED TRANSACTIONS. 3. ALL BOARD MEMBERS OF AGENCY WILL DISCLOSE ANY DUALITY OF INTEREST OR POTENTIAL CONFLICT OF INTEREST. PROCEDURE: STAFF AND VOLUNTEERS: 1. ANY EMPLOYEE, CONTRACTED STAFF MEMBER, OR VOLUNTEER (INCLUDING A NON-EMPLOYEE MEMBER OF THE PROFESSIONAL ADVISORY COMMITTEE) THAT COULD, OR WOULD, DERIVE ANY PROFIT OR GAIN DIRECTLY OR INDIRECTLY BY A RELATIONSHIP WITH ANOTHER AGENCY, MUST MAKE THE CONFLICT KNOWN TO THE SUPERVISOR OR COMPLIANCE OFFICER. IF A STAFF MEMBER HAS TIES TO OR OWNERSHIP IN AN UNRELATED COMPANY, HE/SHE WILL NOTIFY THE SUPERVISOR, SO AS NOT TO BE PLACED IN A COMPROMISING POSITION. FOR EXAMPLE, A STAFF MEMBER WHO IS ALSO AN EMPLOYEE OF A HOSPITAL THAT GIVES REFERRALS TO THE AGENCY OR A STAFF MEMBER WHO HAS OWNERSHIP IN A MEDICAL SUPPLY COMPANY THAT PROVIDES MEDICAL SUPPLIES TO THE AGENCY. THE SUPERVISOR, IN CONJUNCTION WITH THE LEADERS OF THE AGENCY, WILL DETERMINE APPROPRIATE ACTIONS. 2. THE NATURE OF OUTSIDE INTERESTS MAY BE DETERMINED AS OWNERSHIP, ENTERTAINMENT, GIFTS, LOANS, EMPLOYMENT STATUS, OR RELATED STAFF MEMBERS OR VOLUNTEERS. 3. IT IS THE RESPONSIBILITY OF ALL STAFF MEMBERS AND VOLUNTEERS TO INFORM HIS/HER IMMEDIATE SUPERVISOR IF HE/SHE CONCURRENTLY WORKS FOR A COMPETITOR OF THE AGENCY. IT IS THE EMPLOYEE'S RESPONSIBILITY TO NOTIFY HIS/HER SUPERVISOR OF ANY CHANGES IN EMPLOYMENT STATUS. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS COMPARED TO MARKET STUDIES ANNUALLY. COMP WAS REVIEWED AND WENT TO THE BOD FOR REVIEW AND LEVEL-SETTING. ALL OTHER EMPLOYEES' WAGES ARE BASED ON A REGIONAL SALARY MARKET SURVEY AND APPROVED BY THE CEO. THE LAST SURVEY WAS PERFORMED IN 2023 (ONE IS PERFORMED EVERY YEAR). FORM 990, PART VI, SECTION C, LINE 19 PARTNERS IN HOME CARE MAKE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ST PATRICK HOSPITAL AND HEALTH SCIENCES CENTER 500 W BROADWAY MISSOULA MT 59802 810231793 HOSPITAL MT 501(C)(3) 3 N/A 0 COMMUNITY MEDICAL CENTER 2827 FORT MISSOULA ROAD MISSOULA MT 59804 611744940 HOSPITAL MN N/A C 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0