2025-11-01T11:43:44+00:00 2024-09-30 440160260 Forvis Mazars LLP 1222 Demonbreun St Suite 950 Nashville TN 372033357 990 2023-10-01 610715227 MCDOWELL HOME HEALTH AGENCY INC MCDO 8592368946 131 DANIEL DRIVE DANVILLE KY 40422 AMANDA KINMAN CFO 8592391000 2025-11-01 true Jeff Smith P00289876 6154549800 2025-10-30 2023 2025-03-06 01:10:19Z DANIEL MCKAY 217 SOUTH THIRD STREET DANVILLE KY 40422 2435791 false X WWW.EMHEALTH.ORG X 1971 KY TO PROVIDE COMPASSIONATE HOME HEALTHCARE SERVICES TO OUR PATIENTS AND COMMUNITY. 19 17 40 0 0 0 0 2123996 2435791 0 0 2123996 2435791 0 0 2127200 2503828 0 0 780595 1114750 2907795 3618578 -783799 -1182787 1668228 1946034 8927096 10387689 -7258868 -8441655 TO PROVIDE HOME HEALTH SERVICES TO THE RESIDENTS OF BOYLE AND SURROUNDING COUNTIES. false false 3618578 2435791 MCDOWELL HOME HEALTH, THE AREA'S MOST EXPERIENCED AGENCY, PROVIDES QUALITY CONVENIENT HEALTH CARE TO PATIENTS IN THE COMFORT OF THEIR HOME. MCDOWELL HOME HEALTH DELIVERS HOSPITAL QUALITY NURSING, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, AND NURSING AIDE CARE. CLINICAL SERVICES ARE AVAILABLE 24 HOURS A DAY, 7 DAYS PER WEEK. MCDOWELL HOME HEALTH IS A MEDICARE AND MEDICAID CERTIFIED AGENCY THAT PROVIDES SERVICES IN 8 COUNTIES INCLUDING: BOYLE, MERCER, GARRARD, LINCOLN, CASEY, MARION, WASHINGTON AND ANDERSON COUNTIES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 3618578 true false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 1 0 true 40 true false false false false false false false false false false false false X 19 17 false false false false false false false true true false false true true true true true true false false false KY X AMANDA KINMAN 8592392424 217 SOUTH THIRD ST DANVILLE KY 40422 DANIEL MCKAY PRESIDENT & CEO 1.0 59.0 X X 0 846887 62774 DAVID GRIGSON TREASURER 1.0 19.0 X X 0 3300 0 DAVID MONTGOMERY MD MEDICAL STAFF VICE PRESIDENT 1.0 19.0 X X 0 750 0 ERIC GUERRANT MD VICE CHAIR 1.0 19.0 X X 0 7300 0 JULIAN GANDER CHAIR 1.0 19.0 X X 0 3300 0 KAY RICHARDSON EM HEALTH CARE FOUNDATION CHAIR 1.0 19.0 X X 0 4950 0 REBECCA CHATHAM MD MEDICAL STAFF PRESIDENT 1.0 19.0 X X 0 12800 0 TIFFANY YEAST SECRETARY 1.0 19.0 X X 0 3300 0 BRIAN ELLIS MD BOARD MEMBER 0.5 7.0 X 0 468771 46259 CHRIS WHITWORTH BOARD MEMBER 0.5 7.0 X 0 4500 0 ERIC CALDWELL BOARD MEMBER 0.5 7.0 X 0 4350 0 JAMES DUNN BOARD MEMBER 0.5 7.0 X 0 4800 0 JEREMY TARTER MD BOARD MEMBER 0.5 7.0 X 0 3300 0 JOETTA WICKLIFFE BOARD MEMBER 0.5 7.0 X 0 4800 0 LINDA TILLMAN BOARD MEMBER 0.5 7.0 X 0 4050 0 MIKE W TAYLOR BOARD MEMBER 0.5 7.0 X 0 3300 0 SCOTT BOTTOMS BOARD MEMBER 0.5 7.0 X 0 3300 0 SHAWN MARKHAM BOARD MEMBER 0.5 7.0 X 0 0 0 THOMAS HAGER BOARD MEMBER 0.5 7.0 X 0 3300 0 AMANDA KINMAN CFO 1.0 59.0 X 0 342641 44044 LIBBY MAYES ASST. VP COMMUNITY ENGAGEMENT 1.0 59.0 X 0 222726 38298 NICHOLAS SPOONMORE VP STRATEGIC INITIATIVES 1.0 59.0 X 0 259921 31331 TAMMY ENSSLIN CHIEF LEGAL OFFICER 3.0 57.0 X 0 315543 60111 0 2527889 282817 0 false true false 0 0 PATIENT SERVICES 621110 2435791 2435791 0 0 0 0 2435791 0 0 0 0 0 0 0 0 0 2435791 2435791 0 0 2328865 2328865 174963 174963 54803 54803 0 0 815 815 222040 222040 51776 51776 21191 21191 3096 3096 24928 24928 32898 32898 SHARED RESOURCE ALLOCATION 590860 590860 REPAIRS & MAINTENANCE 54630 54630 PROVIDER TAXES 44333 44333 SUPPLIES 13380 13380 0 0 0 0 3618578 3618578 0 0 18962 0 692501 922130 0 0 0 0 12075 14802 40876 489955 184141 282278 305814 0 0 662412 662412 0 0 1668228 1946034 2411 15125 0 0 8924685 10372564 8927096 10387689 X -7258868 -8441655 -7258868 -8441655 1668228 1946034 -1182787 0 X false true X true false X 20000 20000 420082 147105 272977 49873 37036 12837 305814 DUE TO RELATED PARTY 10370615 CHECKS IN EXCESS OF BANK BALANCE 1949 10372564 2435791 0 0 2435791 0 0 2435791 3618578 0 0 3618578 0 0 3618578 Schedule D, Part X, Line 2 INCOME TAXES THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS DID NOT INCLUDE A FOOTNOTE THAT ADDRESSED THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN48 (ASC 740). 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. false false false false false false true false false DANIEL MCKAY PRESIDENT & CEO 0 653236 0 164448 0 29203 0 26400 0 36374 0 909661 0 0 BRIAN ELLIS MD BOARD MEMBER 0 215363 0 182301 0 71107 0 26400 0 19859 0 515030 0 0 TAMMY ENSSLIN CHIEF LEGAL OFFICER 0 254486 0 46130 0 14927 0 25873 0 34238 0 375654 0 0 AMANDA KINMAN CFO 0 288988 0 50423 0 3230 0 22500 0 21544 0 386685 0 0 LIBBY MAYES ASST. VP COMMUNITY ENGAGEMENT 0 176149 0 31670 0 14907 0 15689 0 22609 0 261024 0 0 NICHOLAS SPOONMORE VP STRATEGIC INITIATIVES 0 230665 0 0 0 29256 0 20779 0 10552 0 291252 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation ESTABLISHING CEO COMPENSATION ------------------------------- THE CEO IS COMPENSATED BY EPRHAIM MCDOWELL HEALTH, INC. (EMH), A RELATED ORGANIZATION. EMH USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYEMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization MANAGEMENT INCENTIVE PLAN -------------------------- MCDOWELL HOME HEALTH AGENCY, INC. IS AN AFFILIATE OF EPHRAIM MCDOWELL HEALTH, INC., WHO HAS MANAGEMENT INCENTIVE PLANS FOR CORPORATE OFFICERS, SENIOR VICE-PRESIDENTS, VICE-PRESIDENTS, AND DIRECTORS. ANNUAL PAYOUTS RELATED TO THESE INCENTIVE PLANS HAVE TWO COMPONENTS. 30% OF THE ANNUAL PAYOUT IS BASED ON NET OPERATING INCOME GOALS COMPARED TO BUDGET. THE OTHER 70% IS BASED ON QUALITY MEASURES, PATIENT SATISFACTION GOALS, ASSOCIATE SATISFACTION GOALS, AND SAFETY MEASURES. Form 990, Part III, Line 4a 4A PROGRAM SERVICE ACCOMPLISHMENTS ON AVERAGE IN 2024 MCDOWELL HOME HEALTH PROVIDED SERVICES TO 198 PATIENTS PER MONTH, WHICH IS AN INCREASE FROM 172 PATIENTS PER MONTH IN 2023. IN TOTAL, MCDOWELL HOME HEALTH SERVED 1,272 PATIENTS IN 2024. EPHRAIM MCDOWELL HEALTH ACQUIRED THE HOME HEALTH AGENCY IN MARCH OF 2015 TO ADD TO THE BROAD VARIETY OF HEALTHCARE SERVICES OFFERED BY THE ORGANIZATION. MCDOWELL HOME HEALTH HAS CONTRIBUTED TO EPHRAIM MCDOWELL HEALTH'S LONG STANDING PROGRAMMATIC EFFORTS BY CONTINUING SKILLED SERVICES IN THE HOME ONCE A PATIENT DEPARTS FROM THE HOSPITAL OR CLINIC SETTING. MCDOWELL HOME HEALTH STRIVES TO REDUCE BOTH HOSPITAL EMERGENCY ROOM VISITS AS WELL AS HOSPITAL READMISSIONS FOR HIGH RISK PATIENTS WITH ACUTE AND CHRONIC CONDITIONS. MCDOWELL HOME HEALTH AGENCY GOALS INCLUDE PROMOTING PATIENT AND FAMILY EDUCATION TO SELF-MANAGE THEIR DISEASE PROCESS, IMPROVING EACH PATIENT'S QUALITY OF LIFE AND DECREASING HEALTHCARE COSTS TO PATIENTS AND INPATIENT SETTINGS BY AVOIDING READMISSIONS AND EMERGENCY DEPARTMENT VISITS. SKILLED SERVICES ARE ORGANIZED IN FOUR DIFFERENT DISCIPLINES INCLUDING NURSING, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY. THE AGENCY ALSO OFFERS SOCIAL WORK AND HOME HEALTH NURSING AIDE SERVICES TO COMPLEMENT THE SKILLED DISCIPLINES. EACH OF THESE DISCIPLINES WORK TOGETHER TO TAKE A MULTIDISCIPLINARY APPROACH TO THE CARE OF PATIENTS IN ORDER TO PROVIDE A WELL-ROUNDED TREATMENT PLAN. Form 990, Part III, Line 4a NURSING NURSING CARE IS PROVIDED BY REGISTERED NURSES AND LICENSED PRACTICAL NURSES. NURSING SERVICES AT MCDOWELL HOME HEALTH FOCUS ON DISEASE-SPECIFIC CARE AND TEACHING. NURSES MANAGE AND OVERSEE PATIENTS' MEDICATIONS, INJECTIONS AND IV INFUSIONS. NURSING CARE ALSO ASSISTS PATIENTS WITH FOLEY CATHETERS, OSTOMY CARE AND WOUND MANAGEMENT. IN 2024 NURSES COMPLETED AN ESTIMATED 9,724 VISITS, WHICH IS AN INCREASE FROM 8,723 VISITS IN 2023. Form 990, Part III, Line 4a PHYSICAL THERAPY PHYSICAL THERAPY IS PROVIDED BY PHYSICAL THERAPISTS AND PHYSICAL THERAPY ASSISTANTS. PHYSICAL THERAPY FOCUSES ON GAIT TRAINING, STRENGTH TRAINING, AND INCREASING RANGE OF MOTION, MOBILITY, BALANCE TRAINING, PAIN MANAGEMENT, HOME EXERCISE PROGRAMS, AND SAFE PATIENT TRANSFERS WITH CAREGIVER TRAINING. PHYSICAL THERAPY ALSO FOCUSES ON PATIENTS WITH JOINT REPLACEMENT AND ORTHOTIC EQUIPMENT. IN 2024 MCDOWELL HOME HEALTH PERFORMED AN ESTIMATED 7,689 VISITS IN OUR SERVICE AREAS, WHICH IS AN INCREASE FROM 5,408 VISITS IN 2023. Form 990, Part III, Line 4a OCCUPATIONAL THERAPY OCCUPATIONAL THERAPY FOCUSES ON FUNCTIONAL MOBILITY AND BALANCE, EDUCATION ON SAFE USE OF ADAPTIVE EQUIPMENT, UPPER EXTREMITY JOINT STRENGTH/MOBILITY, ENERGY CONSERVATION TECHNIQUES, COGNITIVE AND PROBLEM SOLVING AWARENESS, HOME MODIFICATION FOR SAFETY, SAFE PATIENT POSITIONING AND PAIN MANAGEMENT. IN 2024 THE OCCUPATIONAL THERAPY TEAM PERFORMED AN ESTIMATED 2,090 VISITS, WHICH IS AN INCREASE FROM 1,617 VISITS IN 2023. Form 990, Part III, Line 4a SPEECH THERAPY SPEECH THERAPISTS IN HOME HEALTH WORK WITH PATIENTS ON COMPREHENSION, READING, WRITING, VOICE/SPEECH PRODUCTION, FUNCTIONAL RESPIRATION, COGNITION, SWALLOWING AND DIET MODIFICATION/FEEDING MODIFICATIONS. IN 2024 SPEECH THERAPISTS PERFORMED AN ESTIMATED 138 VISITS, WHICH IS A DECREASE FROM 210 VISITS IN 2023. Form 990, Part III, Line 4a MEDICAL SOCIAL WORK MEDICAL SOCIAL WORKERS IN HOME HEALTH WORK WITH CLIENTS TO ASSESS THE FULL RANGE OF THEIR NEEDS AND HELP THEM ACCESS THE SERVICES AND RESOURCES TO IMPROVE THEIR QUALITY OF LIFE. FOR THE CALENDAR YEAR 2024, MCDOWELL HOME HEALTH PERFORMED AN ESTIMATED 129 VISITS IN OUR SERVICE AREAS, WHICH IS AN INCREASE FROM 0 VISITS IN 2023. IN 2023, THE AGENCY DID NOT HAVE A MEDICAL SOCIAL WORKER AVAILABLE TO PERFORM VISITS. Form 990, Part III, Line 4a HOME HEALTH AIDES HOME HEALTH AIDES ASSIST PATIENTS WITH PERSONAL CARE SERVICES RELATED TO ACTIVITIES OF DAILY LIVING SUCH AS BATHING AND DRESSING. ALL AIDE SERVICES ARE PERFORMED UNDER THE DIRECTION OF A REGISTERED NURSE OR OCCUPATIONAL THERAPIST. THE HOME AIDES COMPLETED AN ESTIMATED 210 VISITS WITH PATIENTS IN 2024, COMPARED TO 210 VISITS IN 2023. MEMBERS OF THE CLINICAL TEAM AT MCDOWELL HOME HEALTH PARTICIPATE IN YEARLY EDUCATION AND COMPETENCY CHECKS IN ORDER TO MAINTAIN THE SKILL SET REQUIRED FOR EACH DISCIPLINE. IN ADDITION, THE CLINICAL TEAM WORKS CLOSELY WITH WOUND NURSES, CARDIAC NURSES, VASCULAR ACCESS NURSES AND PHYSICIANS WITHIN THE EPHRAIM MCDOWELL HEALTH SYSTEM TO REMAIN UP-TO-DATE ON PATIENT CARE CHANGES AND STRENGTHEN THE CONTINUITY OF CARE WITHIN OUR SYSTEM. IN 2024 MCDOWELL HOME HEALTH MAINTAINED AN ESTIMATED 2.5 OUT OF 5 STARS IN THE AGENCY'S MEDICARE HOME HEALTH COMPARE RATINGS. MCDOWELL HOME HEALTH CONTINUES TO TRACK AND REPORT PATIENT SATISFACTION SCORES AS REQUIRED BY THE HOME HEALTH CONSUMER ASSESSMENT OF HEALTHCARE PROVIDERS AND SYSTEMS (HHCAHPS). THROUGHOUT 2024 THE HHCAHPS SCORE FOR MCDOWELL HOME HEALTH MAINTAINED SCORES ABOVE THE NATIONAL AVERAGE AT AN ESTIMATED 90% OVERALL RATING. ON MEDICARE COMPARE MCDOWELL HOME HEALTH HAS A PATIENT SATISFACTION SCORE OF 4 OUT OF 5 STARS. MCDOWELL HOME HEALTH'S PRIMARY PAYER SOURCE CHANGED TO MEDICARE REPLACEMENT PLANS IN 2024 WITH CLINICIANS PROVIDING HOME HEALTH SERVICES TO AN ESTIMATED 625 OF THESE MEDICARE-ELIGIBLE RECIPIENTS. MCDOWELL HOME HEALTH SERVICED APPROXIMATELY 114 MEDICAID PATIENTS, 381 TRADITIONAL MEDICARE PATIENTS AND AN ESTIMATED 135 PATIENTS WHO HAD A PRIVATE INSURANCE PAYMENT SOURCE ALSO IN 2024. THERE WERE A TOTAL OF 1,272 PATIENTS SERVED BY MCDOWELL HOME HEALTH IN 2024, WHICH IS AN INCREASE FROM 1,020 IN 2023. MCDOWELL HOME HEALTH, IN COLLABORATION WITH A PHYSICIAN, PROVIDES A WIDE VARIETY OF SERVICES TO PATIENTS WHO ARE HOMEBOUND AND/OR HAVE AN ACUTE ILLNESS MAKING IT A TAXING EFFORT FOR THEM TO SEEK CARE OUTSIDE OF THEIR HOME SETTING. Form 990, Part V, Line 2a COMMON PAYMASTER EPHRAIM MCDOWELL REGIONAL MEDICAL CENTER IS THE COMMON PAYMASTER FOR MCDOWELL HOME HEALTH AGENCY, INC. ALL SALARIES AND PAYROLL TAXES ARE REPORTED ON A CONSOLIDATED FORM 941. THE EIN ON THE FORM 941 IS 61-0492356. Form 990, Part VI, Line 15a PROCESS FOR DETERMINING COMPENSATION MCDOWELL HOME HEALTH AGENCY, INC. IS PART OF AN INTEGRATED HEALTHCARE DELIVERY SYSTEM WHOSE PARENT IS EPHRAIM MCDOWELL, INC. COMPENSATION FOR ALL AFFILIATES IS OVERSEEN AND COORDINATED THROUGH EPHRAIM MCDOWELL HEALTH, INC. THE MERCER GROUP, INDEPENDENT CONSULTANTS, CONDUCTED A REVIEW AND PROVIDED MARKET DATA IN 2018 FOR ESTABLISHING REASONABLE COMPENSATION OF OFFICERS AND KEY EMPLOYEES FOR THE SYSTEM. THE ORGANIZATION ALSO UTILIZED COMPENSATION STUDIES. THE COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE OF THE EPHRAIM MCDOWELL HEALTH, INC. BOARD OF DIRECTORS. THE DECISION AND PROCESS IS DOCUMENTED BY THE COMMITTEE. Form 990, Part VI, Line 11b Review of form 990 by governing body COPIES OF THE FORM 990 ARE SUBMITTED TO THE FULL BOARD VIA EMAIL PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, BOARD OF DIRECTORS, SENIOR LEADERSHIP AND MEDICAL STAFF LEADERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. COMPLETION OF THE ANNUAL QUESTIONNAIRE IS COORDINATED BY GENERAL COUNSEL AND EPHRAIM MCDOWELL'S CORPORATE COMPLIANCE OFFICER. THE COMPLETED QUESTIONNAIRE ARE REVIEWED BY THE SENIOR LEADERSHIP AND THE CORPORATE COMPLIANCE OFFICER. THE CHAIRMAN OF THE BOARD OF DIRECTORS IS MADE AWARE OF CONFLICTS WHICH HAVE BEEN DISCLOSED ON ANNUAL STATEMENTS. IF CONFLICTS EXIST, THE CONFLICT IS DISCLOSED AND THE INDIVIDUAL WITH THE CONFLICT DOES NOT PARTICIPATE OR VOTE ON ACTIVITIES WHERE A CONFLICT OF INTEREST IS PRESENT. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Schedule A, Part I, Line 3 MCDOWELL HOME HEALTH IS NOT A LICENSED HOSPITAL FACILITY, THEREFORE NO SCHEDULE H HAS BEEN PREPARED AND AUDITED FINANCIAL STATEMENTS ARE NOT REQUIRED TO BE ATTACHED TO THE FORM 990. 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