2024-05-15T09:07:04-05:00 2023-06-30 FORVIS LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2022-07-01 431236557 PREFERRED FAMILY HEALTHCARE INC % JENNIFER GAGNON PREF 6606651962 900 E LAHARPE ST KIRKSVILLE MO 63501 JENNIFER GAGNON CFO 6606651962 2024-05-15 true JENNIFER GAGNON XXX-XX-XXXX Krystal K Creach P01248198 4178658701 3 2022 2023-04-26 12:10:37Z MICHAEL T SCHWEND 900 E LAHARPE ST KIRKSVILLE MO 63501 178051194 false X WWW.PFH.ORG X 1979 MO PREFERRED FAMILY HEALTHCARE, INC. IS A COMMUNITY-BASED HEALTH CARE ORGANIZATION PROVIDING INTEGRATED SERVICES TARGETING THE WHOLE-PERSON. 9 9 4116 9 48100 7607 27813844 16499539 123777106 160124435 244468 742239 251240 -289597 152086658 177076616 30000 92956 0 0 108687973 123574696 0 0 0 39052634 37667040 147770607 161334692 4316051 15741924 120049610 134716572 38870679 37795717 81178931 96920855 X PREFERRED FAMILY HEALTHCARE IS A DYNAMIC AND CARING ORGANIZATION COMMITTED TO PROVIDING INTEGRATED CARE TO ASSIST INDIVIDUALS IN ACHIEVING OVERALL HEALTH AND WELLNESS. false false 52028133 59166824 PREFERRED FAMILY HEALTHCARE'S (PFH) COMMUNITY SERVICES PROGRAM SUPPORTS INDIVIDUALS WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY, AS WELL AS THE COMMUNITY THEY RESIDE IN, BY PROVIDING INDIVIDUALIZED SUPPORTED LIVING SERVICES (ISL) AND COMMUNITY INTEGRATION. AS THE OLDEST AND LARGEST PROVIDER OF ISL SERVICES IN MISSOURI, PFH PROVIDES SUPPORT TO PERSONS IN THEIR OWN HOME AS THEY BUILD AND PRACTICE SKILLS IN THE AREAS OF HEALTH AND SAFETY, HOUSEHOLD SKILLS, SOCIAL SKILLS, COMMUNITY PARTICIPATION, SELF ADVOCACY, LEISURE SKILLS, AND DEVELOPMENT OF PERSONAL INTERESTS. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 38193297 47466934 PREFERRED FAMILY HEALTHCARE (PFH) SPECIALIZES IN THE PREVENTION AND TREATMENT OF SUBSTANCE USE DISORDERS (SUD), PROVIDING SERVICES WHICH INCLUDE RESIDENTIAL AND OUTPATIENT TREATMENT, CREATIVE ARTS, SCHOOL-BASED AND COMMUNITY-BASED PREVENTION AND VIRTUAL COUNSELING SERVICES. PFH OFFERS SERVICES TARGETED TO SPECIFIC CONSUMER NEEDS INCLUDING GENDER-SPECIFIC WOMEN'S SERVICES, TRAUMA AND CO-OCCURRING SERVICES, ALUMNI PROGRAMMING, SUPPORTIVE HOUSING, RELAPSE PREVENTION, AND DRUG COURT SERVICES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 38764399 41415490 PREFERRED FAMILY HEALTHCARE (PFH) OPERATES UNDER THE CERTIFIED COMMUNITY BEHAVIORAL HEALTH ORGANIZATION (CCBHO) MODEL IN MANY COMMUNITIES OFFERING SERVICES TO ADULTS AND CHILDREN. THESE SERVICES ARE PATIENT-CENTERED, TRAUMA-INFORMED AND RECOVERY ORIENTED WITH AN INTEGRATION OF MEDICAL CARE TO SERVE THE WHOLE PERSON. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 11222070 92956 12075187 140207899 true true false true false false false false false false true false false true true false false true false false false false false false false false false true true true true false false false false false false false false true false false false false false true true true true false false true 368 0 4116 true true true false false false false false false false false false false false X 9 9 true false false false true false true true true false false true true true true true true false false true true IL X JENNIFER GAGNON 4177615000 900 E LAHARPE ST KIRKSVILLE MO 63501 MICHAEL SCHWEND PRESIDENT AND CEO - PFH 1.0 43.0 X 0 737965 270117 CJ DAVIS PRESIDENT AND CEO 1.0 43.0 X 0 848536 142186 GARIMA SINGH CHIEF MEDICAL OFFICER 1.0 43.0 X 0 493452 30055 JENNIFER GAGNON CHIEF FINANCIAL OFFICER 1.0 43.0 X 0 433822 86236 DANIEL ULRICH MEDICAL DIRECTOR 40.0 0.0 X 445369 0 42949 THOMAS WEBER CHIEF ADMINISTRATIVE OFFICER 1.0 43.0 X 0 378258 88627 ADAM ANDREASSEN CHIEF OPERATING OFFICER 1.0 43.0 X 0 381153 84905 ANDREW SCHWEND CHIEF STRATEGY OFFICER 1.0 43.0 X 0 299745 79093 KATARZYNA DERLUKIEWICZ PHYSICIAN 40.0 0.0 X 333554 0 41122 JOE SPALDING PHYSICIAN 40.0 0.0 X 309525 0 45849 STACEY HUDSON CHIEF HUMAN RESOURCES OFFICER 1.0 43.0 X 0 267417 73421 HERVEY MADDEN JR PHYSICIAN 40.0 0.0 X 308119 0 25366 ALEENA HILGER DENTIST 40.0 0.0 X 284787 0 42794 MARK CONOVER CHIEF REVENUE OFFICER 40.0 0.0 X 226085 0 40128 MENDIE SCHOELLER CHIEF COMPLIANCE AND ETHICS OF 40.0 0.0 X 188914 0 19989 CORI PUTZ EVP, RECOVERY 40.0 0.0 X 176595 0 19311 ROBERT BERRY CHAIRMAN 2.0 0.1 X X 0 0 0 LISA FAIRLEY VICE CHAIR 2.0 0.1 X X 0 0 0 DONALD CROSBY TREASURER 2.0 0.1 X X 0 0 0 ANTHONY HENDERSON SECRETARY 2.0 0.1 X X 0 0 0 SHARON BROWN DIRECTOR 2.0 0.1 X 0 0 0 JOHN JAY BENSON DIRECTOR 2.0 0.1 X 0 0 0 JIM BERGMAN DIRECTOR 2.0 0.1 X 0 0 0 ELPHANIE SWIFT DIRECTOR 2.0 0.1 X 0 0 0 STANLEY MELTON DIRECTOR 2.0 0.1 X 0 0 0 2272948 3840348 1132148 47 false true false SPARKS CONSTRUCTORS 505 N MAIN KIRKSVILLE MO 63501 CONSTRUCTION 856019 JORDAN VALLEY FAMILY HEALTH FOUNDAT 440 E TAMPA SPRINGFIELD MO 65806 SERVICES PROVIDED 755461 BEHAVIORAL HEALTH NETWORK 2 CAMPBELL PLAZA ENTRY 1 B SAINT LOUIS MO 63139 SUB-CONTRACTOR 638583 OZARK HEALTHCARE 8060 SHELBORNE DRIVE GRANITE BAY CA 95746 PHYSICIAN SERVICES 434794 WASHINGTON UNIVERSITY SCHOOL OF MED PO BOX 505505 SAINT LOUIS MO 63150 SUB-CONTRACTOR 352607 23 15233197 1266342 16499539 NET PATIENT SERVICE REVENUE 623990 159334689 159334689 PHARMACY REVENUE 456110 1258204 1258204 OTHER REVENUE 900099 -468458 -468458 160124435 438454 438454 0 0 225465 225465 0 225465 225465 1278363 974578 303785 303785 303785 0 0 0 0 0 0 0 0 0 GAIN ON INVESTMENT IN EQUITY INVESTEE 900099 84118 48100 36018 LOSS ON GOODWILL IMPAIRMENT 900099 -599180 -599180 -515062 177076616 160124435 48100 404542 87321 87321 5635 5635 0 0 671022 671022 190784 5438 185346 100856849 90791798 10065051 1780960 1520021 260939 12541073 10531567 2009506 7534008 6296170 1237838 834303 834303 690415 690415 236272 236272 38789 38789 0 0 5022766 4122184 900582 154044 126424 27620 1690061 1387033 303028 4170255 3422528 747727 0 5067579 4158962 908617 2188159 1795822 392337 0 217376 178400 38976 585651 90952 494699 0 4064182 3346447 717735 1768976 1451799 317177 DIRECT CLIENT SUPPORT 10665962 10665962 LICENSES, DUES, SUBSCRIPTIONS 272250 223436 48814 161334692 140207899 21126793 0 4467805 613503 29442734 35021885 7017922 6469129 17311385 27167479 0 0 0 0 2275384 625194 252759 79933 870582 1358115 67187132 17945877 50857547 49241255 0 0 5733 89851 40432 43132 5289000 4519761 2218327 9487335 120049610 134716572 11647097 6341739 0 0 653184 4428372 18952372 17811283 0 0 0 0 6872586 4545840 0 0 745440 4668483 38870679 37795717 X 78482347 95549021 2696584 1371834 81178931 96920855 120049610 134716572 15741924 X false true X true true true X 6007183 16975126 18940664 27813844 16499539 86236356 0 0 6007183 16975126 18940664 27813844 16499539 86236356 0 86236356 464476 900420 527573 307042 663919 2863430 0 0 89099786 671533201 0.96786 0.96720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38789 38789 140207899 140246688 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 116568 48262 134425 38789 338044 250000 250000 250000 250000 1000000 1500000 1578956 7005096 8584052 2744411 37092768 9487674 30349505 10839854 4669831 6170023 6563061 2685535 3877526 0 1362986 1102837 260149 49241255 DUE FROM RELATED PARTY 436845 DEPOSITS 368223 OTHER ASSETS 2316 DUE FROM THIRD PARTY 3969266 INTEREST RECEIVABLE 92378 ROU ASSET 4618307 9487335 0 ROU LIABILITIES 4668483 4668483 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true KLIFE 1200 JAMISON ST KIRKSVILLE MO 63501 431755980 501(C)(3) 10000 SUPPORT QUINCY GEMS BASEBALL 1400 N 30TH ST STE 1 QUINCY IL 62301 471708499 6100 SUPPORT 1 1 BLACK MALE TRAUMA SUPPORT 1 5635 SCHEDULE I, PART I, LINE 2 GRANT MONITORING: GRANTS ARE MONITORED PER THE PFH FEDERAL GRANT MANAGEMENT HANDBOOK WHICH OUTLINES ALL PERTINENT REGULATIONS. false true false false false false false false false MICHAEL SCHWEND PRESIDENT AND CEO - PFH 0 499323 0 197839 0 40803 0 222154 0 47963 0 1008082 0 0 THOMAS WEBER CHIEF ADMINISTRATIVE OFFICER 0 347535 0 27525 0 3198 0 59258 0 29369 0 466885 0 0 DANIEL ULRICH MEDICAL DIRECTOR 425167 0 20100 0 102 0 15250 0 27699 0 488318 0 0 0 HERVEY MADDEN JR PHYSICIAN 308017 0 0 0 102 0 15250 0 10116 0 333485 0 0 0 JOE SPALDING PHYSICIAN 308455 0 968 0 102 0 14543 0 31306 0 355374 0 0 0 ALEENA HILGER DENTIST 264685 0 20000 0 102 0 14645 0 28149 0 327581 0 0 0 KATARZYNA DERLUKIEWICZ PHYSICIAN 325902 0 7550 0 102 0 15250 0 25872 0 374676 0 0 0 MARK CONOVER CHIEF REVENUE OFFICER 221282 0 1000 0 3803 0 11814 0 28314 0 266213 0 0 0 STACEY HUDSON CHIEF HUMAN RESOURCES OFFICER 0 244506 0 20850 0 2061 0 46458 0 26963 0 340838 0 0 MENDIE SCHOELLER CHIEF COMPLIANCE AND ETHICS OF 184015 0 0 0 4899 0 9363 0 10626 0 208903 0 0 0 ANDREW SCHWEND CHIEF STRATEGY OFFICER 0 276747 0 22050 0 948 0 52098 0 26995 0 378838 0 0 CORI PUTZ EVP, RECOVERY 173014 0 0 0 3581 0 8800 0 10511 0 195906 0 0 0 CJ DAVIS PRESIDENT AND CEO 0 652684 0 195852 0 0 0 115117 0 27069 0 990722 0 0 GARIMA SINGH CHIEF MEDICAL OFFICER 0 483452 0 10000 0 0 0 22721 0 7334 0 523507 0 0 JENNIFER GAGNON CHIEF FINANCIAL OFFICER 0 372424 0 61398 0 0 0 61466 0 24770 0 520058 0 0 ADAM ANDREASSEN CHIEF OPERATING OFFICER 0 325329 0 55824 0 0 0 56986 0 27919 0 466058 0 0 SCHEDULE J, PART I, LINE 3 CEO COMPENSATION: BURRELL-PREFERRED, INC., A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO: -INDEPENDENT COMPENSATION CONSULTANT -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: BURRELL-PREFERRED INC., A RELATED ORGANIZATION, CONTRIBUTED TO THE FOLLOWING EMPLOYEES' 457(F) PLANS: - MICHAEL SCHWEND $200,000 - C.J. DAVIS $ 92,520 - JENNIFER GAGNON $ 38,600 - THOMAS WEBER $ 36,700 - ADAM ANDREASSEN $ 34,100 - ANDREW SCHWEND $ 29,400 - STACEY HUDSON $ 25,800 A HEALTH AND EDUCATIONAL FACILITIES AUTHORITY OF MO 421178966 2021-01-27 20400000 CONSTRUCTION/REMODEL; PAYOFF BOND false false false A 1163000 0 20400000 9930743 0 9510562 322500 0 0 636195 0 0 2021 true false true true A false true false false 0.00130 0.00130 false false false true A false false true false true false 0 false 0 false true A true JENNIFER WILSON DAUGHTER-MICHAEL SCHWEND 174421 EMPLOYEE WAGES false ELISSA ANDERSON SISTER-STACEY HUDSON 10925 EMPLOYEE WAGES false SCHEDULE L, PART IV, COLUMN B RELATIONSHIP BETWEEN INTERESTED PERSON: 1) JENNIFER WILSON IS DAUGHTER OF MICHAEL SCHWEND, PRESIDENT 2) ELISSA ANDERSON IS SISTER OF STACEY HUDSON, CHIEF HUMAN RESOURCE OFFICER FORM 990, PART III, LINE 4A COMMUNITY SERVICES CONTINUED: PFH ALSO PROVIDES PERSONAL ASSISTANCE FOR NON-RESIDENTIAL INDIVIDUALS, INCLUDING SUPPORT WITH PERSONAL CARE AND INDEPENDENT LIVING SKILLS (BUDGETING, SHOPPING, USING PUBLIC TRANSPORTATION, ETC.) COMMUNITY INTEGRATION FOCUSES ON PROVIDING THE INDIVIDUALIZED SUPPORT NEEDED TO PARTICIPATE IN THE COMMUNITY, TO LEARN COMMUNITY SKILLS, AND ENGAGE IN RECREATIONAL OR EDUCATIONAL ACTIVITIES. PERSONS SERVED THROUGH THE ISL OR COMMUNITY INTEGRATION EFFORTS HIRE AND EVALUATE THEIR SUPPORT STAFF AND THEIR SERVICE PLANS ARE FULLY PERSON-SERVED-DIRECTED. PFH HAS HELPED PIONEER ASSISTIVE TECHNOLOGY FOR USE BY PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH 2GETHERTECH, INC. THIS TECHNOLOGY PROVIDES AN OPPORTUNITY FOR PERSONS TO LIVE INDEPENDENTLY (WITHOUT 24 HOUR STAFF) THROUGH INCONSPICUOUS ELECTRONIC MONITORING TO MAINTAIN SAFETY WHILE PROMOTING EVEN GREATER (MEDICATION) COMPLIANCE. THIS COST EFFECTIVE OPTION HAS BEEN PRAISED BY PAYORS. PFH'S COMMUNITY SERVICES PROGRAM ALSO RECEIVED MEDICAID WAIVER CERTIFICATION FROM THE DEPARTMENT OF MENTAL HEALTH, WITH PFH RECOGNIZED AS A PROVIDER OF INDIVIDUALIZED SUPPORTED LIVING, GROUP HOME, H HOME, AND DAY HABILITATION SERVICES. DAY HABILITATION SERVICES ARE PROVIDED BOTH IN THE COMMUNITY AND AT OUR TWO DAY PROGRAM SITES IN JOPLIN (MISSOURI) AND KANSAS CITY (MISSOURI). FORM 990, PART III, LINE 4B PREVENTION AND TREATMENT SERVICES CONTINUED: THE AGENCY HAS PLAYED A SIGNIFICANT ROLE IN THE DEVELOPMENT OF COMPREHENSIVE SUBSTANCE ABUSE TREATMENT AND RECOVERY (CSTAR) PROGRAMMING IN MISSOURI. SINCE OPENING OUR FIRST ADOLESCENT SUD PROGRAM IN 1991, PFH HAS GROWN TO BECOME THE LARGEST PROVIDER OF ADOLESCENT AND ADULT SUBSTANCE ABUSE TREATMENT IN MISSOURI. THE AGENCY'S COMMITMENT TO DEVELOPING AND EXPANDING SERVICES TO MEET THE NEEDS OF ITS CONSUMERS RESULTED IN ADDING NEW SERVICES TO ADDRESS CO-OCCURRING ISSUES; INCORPORATING MEDICATION ASSISTED TREATMENT (MAT); PROVIDING SERVICES TO ASSIST THOSE EXPERIENCING TRAUMA ISSUES; INTEGRATION OF EMPLOYMENT, EDUCATION AND CHILD WELFARE SERVICES AS PART OF TREATMENT TEAM; AND FOCUSING ON THE SPECIFIC NEEDS OF WOMEN AND THEIR FAMILIES. PFH HAS BEEN A LEADER IN GENDER-SPECIFIC SERVICES, OFFERING TWO SPECIALIZED WOMEN'S RESIDENTIAL PROGRAMS TO SUPPORT THE NEEDS OF THE WOMEN AND THEIR FAMILIES DURING TREATMENT AND RECOVERY. COMPONENTS OF EVIDENCE-BASED APPROACHES, INCLUDING MOTIVATIONAL ENHANCEMENT THERAPY (MET), COGNITIVE-BEHAVIORAL THERAPY (CBT), TRAUMA-FOCUSED COGNITIVE-BEHAVIORAL THERAPY (CF-CBT), STRENGTHS-BASED CLIENT-CENTERED APPROACH, AND MOTIVATIONAL INTERVIEWING (MI), ARE WOVEN INTO SERVICE MODALITIES FOR OPTIMAL TREATMENT EFFECTIVENESS. PFH ALSO PROVIDES COMPREHENSIVE, COMMUNITY-BASED PREVENTION TO PREVENT SUBSTANCE USE AMONG YOUTH. THE GOAL OF THE PFH PREVENTION DEPARTMENT IS TO PREVENT ALCOHOL, TOBACCO AND OTHER DRUG USE AMONG YOUTH AND ADULTS WITHIN OUR SERVICE AREA, TRAIN INDIVIDUALS HOW TO RECOGNIZE SYMPTOMS OF MENTAL HEALTH PROBLEMS, AND ASSIST COMMUNITIES IN DEVELOPING AND MAINTAINING COALITIONS, TASKS FORCES AND TEAMS TO COMBAT SUBSTANCE USE ISSUES THROUGH PREVENTION PRACTICES, PROGRAMS & POLICIES. PFH PLAYS A SUBSTANTIAL ROLE IN THE PREVENTION ARENA WITH A PRESENCE IN OVER 100 SCHOOLS OFFERING UNIVERSAL PREVENTION STRATEGIES AND MORE TARGETED INTERVENTIONS FOR YOUTH AT RISK OF SUBSTANCE MISUSE. PFH HAS BEEN THE RECIPIENT OF MANY AWARDS, INCLUDING THE NATIONAL COUNCIL AWARD OF EXCELLENCE FOR ITS VIRTUAL TREATMENT PROGRAM TO SERVE PEOPLE IN RURAL AREAS OF MISSOURI WHERE TREATMENT ISN'T EASILY ACCESSIBLE. THIS WAS ONE OF THE FIRST PROJECTS OF ITS KIND ACROSS THE NATION AND HAS POSITIVELY IMPACTED THOUSANDS OF LIVES SINCE THE PROGRAM'S INCEPTION IN 2008. FORM 990, PART III, LINE 4C CCBHO SERVICES CONTINUED: THROUGH CLARITY, PFH HAS INCREASED ACCESS TO PRIMARY AND BEHAVIORAL HEALTH CARE AS WELL AS DENTAL CARE FOR THESE UNDERSERVED COMMUNITIES AND THE VULNERABLE POPULATIONS WHO RESIDE IN THESE AREAS. CLARITY HEALTHCARE HAS UNDERTAKEN A VARIETY OF UNIQUE INITIATIVES TO EXPAND SUD TREATMENT AND HEALTHCARE SERVICES, INCLUDING THE PROVISION OF MOBILE DENTAL SERVICES, SCHOOL-BASED TELEHEALTH SERVICES, COMMUNITY HEALTH WORKERS, AND, THROUGH A PARTNERSHIP WITH THE MISSOURI DEPARTMENT OF CORRECTIONS, RE-ENTRY SERVICES TO ASSIST IN MEETING THE EMPLOYMENT AND BEHAVIORAL HEALTHCARE NEEDS OF EX-OFFENDERS. FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES: EMPLOYMENT SERVICES - PREFERRED FAMILY HEALTHCARE'S (PFH) EMPLOYMENT SERVICES OFFER AN ARRAY OF DIFFERENT COMMUNITY-BASED SERVICES, WITH THE PRIMARY FOCUS BEING TO FACILITATE THE SUCCESS OF INDIVIDUALS WITH DISABILITIES AS THEY: (A) IDENTIFY A JOB GOAL THROUGH INDIVIDUALIZED CAREER PLANNING, (B) SEARCH, APPLY AND INTERVIEW FOR JOBS MATCHING THEIR IDENTIFIED GOAL, AND (C) SUSTAIN THEIR EMPLOYMENT ONCE HIRED. PROGRAMS INCLUDE SUPPORTED EMPLOYMENT - ASSISTS INDIVIDUALS WITH DISABILITIES IN PREPARATION FOR EMPLOYMENT; EMPLOYMENT SERVICES PLACEMENT AND RETENTION - ASSISTS INDIVIDUALS TO SECURE AND MAINTAIN EMPLOYMENT; EMPLOYMENT SERVICES PLUS - SPECIALIZED PLACEMENT/RETENTION FOR PERSONS WITH AUTISM, BRAIN INJURY OR WHO ARE DEAF/HARD OF HEARING; INDIVIDUALIZED PLACEMENT AND SUPPORT ("IPS") - EVIDENCE-BASED INTEGRATION OF EMPLOYMENT WITHIN SUBSTANCE USE AND MENTAL HEALTH TREATMENT PROGRAMS; AND SKILLS TRAINING IN FOOD SERVICE. IN ADDITION, EMPLOYMENT SERVICES PROVIDES PRE-VOCATIONAL AND SUPPORTED EMPLOYMENT SERVICES TO CLIENTS WITH DEVELOPMENTAL DISABILITIES THROUGH THE MISSOURI DEPARTMENT OF MENTAL HEALTH. PFH'S EMPLOYMENT SERVICES ASSIST OVER 1,000 INDIVIDUALS EVERY YEAR TO OBTAIN A JOB OF THEIR CHOOSING. PREFERRED FAMILY HEALTHCARE (PFH) OFFERS MENTAL HEALTH TREATMENT PROGRAMS FOR YOUTH AND ADULTS SUFFERING FROM A SERIOUS EMOTIONAL DISTURBANCE OR SERIOUS AND PERSISTENT MENTAL ILLNESS. PFH IS ABLE TO SERVE INDIVIDUALS WHO EXPERIENCE DIFFICULTY ACCESSING SERVICES DUE TO BEING UNINSURED. ADDITIONALLY, PFH OPERATES A VAST NETWORK OF OUTPATIENT CLINICS PROVIDING TREATMENT IN OVER 150 SCHOOLS. PFH HAS BEEN AT THE FOREFRONT OF DESIGNING INTERVENTIONS THAT HAVE PROGRESSIVELY ALLOWED FOR MORE AND MORE CLIENTS TO MAINTAIN INDEPENDENCE AND MENTAL WELLNESS. SUCH INTERVENTIONS INCLUDE HEALTH HOME ENGAGEMENT: PFH PARTICIPATES IN THE HEALTH HOME INITIATIVE IN OKLAHOMA AND MISSOURI PROVIDING CARE COORDINATION TO INDIVIDUALS WHOSE MENTAL ILLNESS AND PHYSICAL HEALTH SYMPTOMS IDENTIFY THE HIGH-RISK. PFH CONTINUES TO IMPLEMENT INNOVATIVE PRACTICES ACROSS OUR FOUR STATE SERVICE AREA. THIS IS EVIDENCED BY NUMEROUS FEDERAL AND FOUNDATION GRANT AWARDS WHICH ALLOW PFH THE ABILITY TO PILOT WHAT HAVE TURNED OUT TO BE HIGHLY SUCCESSFUL INTEGRATED CARE EFFORTS. SUCH INITIATIVES INCLUDE: SPECIALIZED SUD TREATMENT SERVICES FOR PREGNANT AND POSTPARTUM WOMEN, CERTIFIED COMMUNITY-BASED HEALTH CENTER SERVICES, ASSERTIVE COMMUNITY TREATMENT FOR TRANSITIONAL AGED YOUTH, EXPANDED MEDICATION-ASSISTED TREATMENT (MAT), AND NUMEROUS OTHER PROGRAMS WHICH ASSIST IN COORDINATING PRIMARY & BEHAVIORAL HEALTH CARE FOR INDIVIDUAL WITH COMORBIDITIES. YOUTH AND FAMILY - PREFERRED FAMILY HEALTHCARE (PFH) SUPPORTS CHILDREN, YOUTH, AND FAMILIES WITH COMPLEX NEEDS, INCLUDING: CHILDREN AND YOUTH WHO ARE AT RISK OF BEING REMOVED FROM HOME OR WHO HAVE BEEN REMOVED WITH THE GOAL OF REUNIFICATION; CHILDREN AND YOUTH WITH SERIOUS EMOTIONAL, NEUROBIOLOGICAL OR BEHAVIORAL DISTURBANCE, AND THEIR FAMILIES; AND CHILDREN AND YOUTH HAVING PROBLEMS THAT PLACE THE CHILDREN OR YOUTH AT RISK. A VARIETY OF PROGRAMS ARE OFFERED THROUGH MISSOURI TO SUPPORT THESE YOUTH AND THEIR FAMILIES, INCLUDING: CHAFEE FOSTER CARE INDEPENDENCE PROGRAM, AND TRANSITIONAL LIVING SCATTERED SITE. PFH IS ALSO THE PROUD RECIPIENT OF THREE FEDERAL REGIONAL PARTNERSHIP GRANTS (FUNDED BY THE CHILDREN'S BUREAU, ADMINISTRATION FOR CHILDREN, YOUTH & FAMILIES) WHICH ARE AIMED AT IMPACTING CHILD WELFARE AND PARENTAL SUBSTANCE USE CONCURRENTLY. THIS FUNDING HAS ALLOWED PFH TO FORMALIZE THE CREATION OF A MULTIDISCIPLINARY TEAM (CHILD WELFARE, TREATMENT, AND EMPLOYMENT) WHICH GENERATES SIGNIFICANT COST SAVINGS FOR THE STATE OF MISSOURI. DOMESTIC VIOLENCE - PREFERRED FAMILY HEALTHCARE (PFH) HAS PROVIDED DOMESTIC VIOLENCE (DV) VICTIM SERVICES SINCE 1979 AND SEXUAL ASSAULT (SA) VICTIM SERVICES SINCE 2001 IN THE GREATER ST. LOUIS METROPOLITAN REGION. DV & SA SERVICES PROVIDED AT PFH INCLUDE A 24-HOUR CRISIS HOTLINE AND INTERVENTION, EMERGENCY SHELTER, INDIVIDUAL AND GROUP COUNSELING OUTREACH, EMERGENCY RESPONSE TEAMS, AND COMMUNITY EDUCATION. IN ORDER TO PROVIDE EFFECTIVE SERVICES, PFH'S DV ADVOCATES HAVE ESTABLISHED RECIPROCAL RELATIONSHIPS WITH STATE AND LOCAL ORGANIZATIONS INCLUDING MISSOURI DEPARTMENT OF PUBLIC SAFETY, DEPARTMENT OF SOCIAL SERVICES, DEPARTMENT OF HEALTH AND SENIOR SERVICES, LOCAL POLICE DEPARTMENTS, PROSECUTING ATTORNEYS' OFFICES, HOSPITALS, AND COMMUNITY SERVICE AGENCIES. COLLABORATIVE EFFORTS ARE THE CRUX OF THE ORGANIZATION, ENSURING EACH INDIVIDUAL SERVED IS OFFERED THE UTMOST IN CARE AND SUPPORT. THROUGH COLLABORATIONS IN THE COMMUNITY, ADVOCATES ARE ABLE TO PROVIDE WRAPAROUND SERVICES FOR CLIENT NEEDS THAT MAY OTHERWISE GO UNMET. PFH CONTINUOUSLY PROVIDES COMMUNITY EDUCATION AND TRAINING TO PROMOTE AWARENESS ON ISSUES THAT VICTIMS OF DV & SA FACE AND TO TEACH OTHER HELPING PROFESSIONALS HOW TO HANDLE DISCLOSURE OF VICTIMIZATION. FORM 990, PART VI, SECTION A, LINE 2 FAMILY OR BUSINESS RELATIONSHIP: C.J. DAVIS AND ADAM ANDREASSEN HAVE A BUSINESS RELATIONSHIP. ANDREW SCHWEND IS THE SON OF MICHAEL SCHWEND. FORM 990, PART VI, SECTION A, LINES 6 & 7B MEMBERS: THE SOLE MEMBER OF THE CORPORATION IS BURRELL-PREFERRED, INC., A MISSOURI NONPROFIT CORPORATION (THE MEMBER). THE MEMBER IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE MEMBER SHALL HAVE THOSE RESERVED RIGHTS AND POWERS DESCRIBED BELOW: (A) TO REQUEST, BUT NOT REQUIRE, A DIRECTOR (DEFINED HEREIN) BE REMOVED FROM AND BY THE CORPORATION'S BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE, WHENEVER SUCH ACTION MAY BE DEEMED BY THE MEMBER TO BE IN THE BEST INTERESTS OF THE CORPORATION; (B) TO CONSULT WITH THE CORPORATION'S BOARD OF DIRECTORS REGARDING THE NOMINATION, APPOINTMENT OR ELECTION OF ANY NEW DIRECTOR TO THE CORPORATION'S BOARD OF DIRECTORS; (C) TO CONSULT WITH THE CORPORATION'S BOARD OF DIRECTORS REGARDING ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION PRIOR TO SUCH AMENDMENTS BEING APPROVED BY THE CORPORATION'S BOARD OF DIRECTORS; AND (D) TO CONSULT WITH AND ASSIST THE CORPORATION WITH THE DEVELOPMENT OF THE CORPORATION'S ANNUAL BUDGET, FINANCIAL MANAGEMENT POLICIES AND PROCEDURES, HEALTH CARE AND QUALITY POLICIES AND PROCEDURES AND OTHER OPERATIONAL POLICIES OF THE CORPORATION. THE BYLAWS OF THE CORPORATION MAY BE AMENDED OR REPEALED AND NEW BYLAWS MAY BE ADOPTED BY A VOTE OF THE MAJORITY OF THE BOARD OF DIRECTORS AT A MEETING AT WHICH A QUORUM IS PRESENT, SUBJECT FURTHER TO THE CONSULTATION AND APPROVAL RIGHTS OF THE MEMBER REGARDING ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE BYLAWS THAT PURPORT TO, OR DO OR WOULD, AMEND OR MODIFY THE IDENTITY, RESERVED POWERS OR OBLIGATIONS OF THE MEMBER, INCLUDING, BUT NOT LIMITED TO, ANY AMENDMENT OR MODIFICATION OF THE POWERS OF THE MEMBER AS STATED IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. A COPY OF THE FORM 990 WAS DELIVERED TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: DIRECTORS, LEADERSHIP, MEDICAL STAFF, KEY ASSOCIATES, AND CONTRACTED PROVIDERS MUST COMPLETE A CONFLICTS OF INTEREST QUESTIONNAIRE UPON HIRE AND ANNUALLY. DIRECTORS, LEADERSHIP AND KEY ASSOCIATES WHO ARE NOT CONSIDERED MEDICAL STAFF SHALL BE VETTED BY THE OFFICE OF COMPLIANCE AND ETHICS. MEDICAL STAFF SHALL BE VETTED BY THE OFFICE OF LICENSING AND CREDENTIALING. CONTRACTED PROVIDERS AND ASSOCIATES SHALL BE DIRECTED TO THE OFFICE OF HUMAN RESOURCES TO BE VETTED BY THE ASSOCIATE OR CONTRACT PROVIDER'S SUPERVISOR OR CHIEF OPERATIONS OFFICER. IF THE BOARD OR COMMITTEE DETERMINES A DIRECTOR HAS A CONFLICT OF INTEREST, THE DIRECTOR SHALL BE RECUSED FROM RECEIVING ANY BOARD DOCUMENTS OR MATERIALS, OR FROM PARTICIPATING IN ANY BOARD OR COMMITTEE DISCUSSIONS OR OTHER ACTIONS WHICH PERTAIN TO THE SUBJECT MATTER WHICH GAVE RISE TO THE BOARD'S DETERMINATION THAT A CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED SUCH INTERESTS WILL NOT ADVERSELY IMPACT THE BUSINESS INTEREST OF PFH, THE INTERESTS MAY STAND AS DISCLOSED. PFH MAY REQUIRE INTERNAL CONTROLS BE PUT IN PLACE TO ASSURE PFH'S INTERESTS ARE PROTECTED. IF NO INTERNAL CONTROLS CAN SUITABLY PROTECT PFH'S INTERESTS, PFH MAY REQUIRE DIVESTITURE OF INTERESTS IF IT DEEMS THE INTERESTS TO BE IN CONFLICT WITH THE ORGANIZATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINES 15A & 15B COMPENSATION REVIEW: BURRELL-PREFERRED, INC., A RELATED ORGANIZATION, HIRED GALLAGHER TO DO A COMPENSATION REVIEW FOR EXECUTIVES IN JULY 2021. THE MISSOURI BEHAVOIORAL HEALTH COUNCIL (MBHC) SPONSORED A CUSTOM COMPENSATION AND BENEFITS SURVEY PERFORMED BY CBIZ IN 2022. THE CEO COMPENSATION WAS APPROVED BY BOTH THE FINANCE COMMITTEE AND THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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