2026-08-10T12:46:23+00:00 2025-09-30 440160260 FORVIS MAZARS LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990 2024-10-01 610715227 MCDOWELL HOME HEALTH AGENCY INC MCDO 8592368946 131 DANIEL DRIVE DANVILLE KY 40422 STEVE FRANTZ CFO 8592391000 2026-08-10 true AARON HERSHBERGER P00961884 5136218300 2026-08-06 2024 2025-03-06 01:10:19Z DANIEL MCKAY 217 SOUTH THIRD STREET DANVILLE KY 40422 2662654 false X WWW.EMHEALTH.ORG X 1971 KY TO PROVIDE COMPASSIONATE HOME HEALTHCARE SERVICES TO OUR PATIENTS AND COMMUNITY. 21 19 25 0 0 0 0 0 2435791 2662654 0 0 0 0 2435791 2662654 0 0 0 0 2503828 2543297 0 0 0 1114750 1175737 3618578 3719034 -1182787 -1056380 1946034 1973577 10387689 10533771 -8441655 -8560194 TO PROVIDE HOME HEALTH SERVICES TO THE RESIDENTS OF BOYLE AND SURROUNDING COUNTIES. false false 3110417 0 2662654 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. ON AVERAGE IN 2025 MCDOWELL HOME HEALTH PROVIDED SERVICES TO 248 PATIENTS PER MONTH, WHICH IS AN INCREASE FROM 198 PATIENTS PER MONTH IN 2024. IN TOTAL, MCDOWELL HOME HEALTH SERVED 1450 PATIENTS IN 2025. 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. 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 2025 NURSES COMPLETED AN ESTIMATED 9,918 VISITS, WHICH IS AN INCREASE FROM 9,724 VISITS IN 2024. 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 2025 MCDOWELL HOME HEALTH PERFORMED AN ESTIMATED 8,273 VISITS IN OUR SERVICE AREAS, WHICH IS AN INCREASE FROM 7,689 VISITS IN 2024. 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 2025 THE OCCUPATIONAL THERAPY TEAM PERFORMED AN ESTIMATED 2,141 VISITS, WHICH IS AN INCREASE FROM 2,090 VISITS IN 2024. 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 2025 SPEECH THERAPISTS PERFORMED AN ESTIMATED 467 VISITS, WHICH IS AN INCREASE FROM 138 VISITS IN 2024. 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 2025 MCDOWELL HOME HEALTH PERFORMED AN ESTIMATED 135 VISITS IN OUR SERVICE AREAS, WHICH IS AN INCREASE FROM 129 VISITS IN 2024. 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 2 VISITS WITH PATIENTS IN 2025, COMPARED TO 210 VISITS IN 2024. 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. 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). 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. 3110417 true false 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 false false true false false false false true X 1 0 true 25 true false false false false false false false false false false false false X 21 19 false false false false false false false true true false false false true true true true true true false false false false KY X STEVE FRANTZ 8592392424 217 SOUTH THIRD ST DANVILLE KY 40422 CHRIS WHITWORTH TREASURER 1.0 20.5 X X 0 4350 0 DANIEL MCKAY PRESIDENT & CEO 1.0 59.0 X X 0 915838 62214 DAVID GRIGSON CHAIR 1.0 13.0 X X 0 3300 0 DAVID MONTGOMERY MD MEDICAL STAFF VICE PRESIDENT 1.0 13.0 X X 0 11300 0 ERIC GUERRANT MD VICE CHAIR 1.0 13.0 X X 0 6150 0 JUSTIN LANDE MD BOARD MEMBER 1.0 40.5 X X 0 548249 52812 REBECCA CHATHAM MD MEDICAL STAFF PRESIDENT 0.5 9.0 X X 0 3300 0 SCOTT BOTTOMS PAST CHAIR 1.0 13.0 X X 0 3300 0 TIFFANY YEAST VICE CHAIR 1.0 13.0 X X 0 3300 0 BRIAN LITTLE BOARD MEMBER 0.5 5.0 X 0 0 0 CHRIS DAVIS EM HEALTH CARE FOUNDATION CHAIR 0.5 9.0 X 0 750 0 DAVID MEADE BOARD MEMBER 0.5 5.0 X 0 750 0 JAMES DUNN BOARD MEMBER 0.5 9.5 X 0 5100 0 JEREMY TARTER MD BOARD MEMBER 0.5 5.0 X 0 3300 0 JOETTA WICKLIFFE BOARD MEMBER 0.5 9.5 X 0 5250 0 LINDA TILLMAN BOARD MEMBER 0.5 5.0 X 0 3300 0 MIKE TAYLOR BOARD MEMBER 0.5 5.0 X 0 2550 0 SHAWN MARKHAM BOARD MEMBER 0.5 9.5 X 0 4050 0 SHAY PENDYGRAFT BOARD MEMBER 0.5 9.0 X 0 1950 0 THOMAS HAGER BOARD MEMBER 0.5 5.0 X 0 3300 0 WOODS ADAMS BOARD MEMBER 0.5 5.0 X 0 750 0 AMANDA KINMAN CFO 1.0 59.0 X 0 355157 44105 LIBBY MAYES ASSISTANT VP COMMUNITY ENGAGEMENT 1.0 59.0 X 0 229788 41159 NICHOLAS SPOONMORE VP STRATEGIC INITIATIVES 1.0 59.0 X 0 323513 40886 RICKEY JANSEN VP SYSTEM OPERATIONS 1.0 59.0 X 0 170770 22471 TAMMY ENSSLIN CHIEF LEGAL OFFICER 3.0 59.0 X 0 324412 59913 0 2933777 323560 0 false true false 0 0 0 0 0 0 0 0 0 PATIENT SERVICES 621110 2662654 2662654 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2662654 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2662654 2662654 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2373471 2042684 330787 0 0 0 0 0 0 0 0 0 169826 146158 23668 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 64371 50104 14267 0 519 458 61 0 239360 186310 53050 0 0 0 0 0 0 0 0 0 60525 47111 13414 0 15648 12180 3468 0 0 0 0 0 4341 3379 962 0 0 0 0 0 0 0 0 0 29210 29100 110 0 62719 48819 13900 0 SHARED RESOURCE ALLOCATION 591139 460124 131015 0 REPAIRS & MAINTENANCE 50954 39661 11293 0 PROVIDER TAXES 55503 43202 12301 0 SUPPLIES 1448 1127 321 0 0 0 0 0 3719034 3110417 608617 0 0 0 0 0 0 0 922130 977678 0 0 0 0 0 0 14802 10204 40876 46679 489955 213351 305814 276604 0 0 0 0 662412 662412 0 0 1946034 1973577 15125 4499 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10372564 10529272 10387689 10533771 X -8441655 -8560194 0 0 0 0 0 0 0 0 -8441655 -8560194 1946034 1973577 -1056380 0 0 0 937841 0 X false true true false X 0 20000 20000 0 420082 169313 250769 0 0 0 0 0 49873 44038 5835 0 0 0 0 276604 FEDERAL INCOME TAXES DUE TO RELATED PARTY 10509964 CHECKS IN EXCESS OF BANK BALANCE 19308 10529272 2662654 0 0 0 0 0 2662654 0 0 0 2662654 3719034 0 0 0 0 0 3719034 0 0 0 3719034 false false false false false false true false false DANIEL MCKAY PRESIDENT & CEO 0 675229 0 211094 0 29515 0 27600 0 34614 0 978052 0 0 JUSTIN LANDE MD BOARD MEMBER 0 242032 0 266282 0 39935 0 23000 0 29812 0 601061 0 0 AMANDA KINMAN CFO 0 296924 0 54855 0 3378 0 23011 0 21094 0 399262 0 0 TAMMY ENSSLIN CHIEF LEGAL OFFICER 0 261755 0 47515 0 15142 0 26611 0 33302 0 384325 0 0 NICHOLAS SPOONMORE VP STRATEGIC INITIATIVES 0 265677 0 45760 0 12076 0 23093 0 17793 0 364399 0 0 LIBBY MAYES ASSISTANT VP COMMUNITY ENGAGEMENT 0 181329 0 32622 0 15837 0 18743 0 22416 0 270947 0 0 RICKEY JANSEN VP SYSTEM OPERATIONS 0 165321 0 0 0 5449 0 8390 0 14081 0 193241 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 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. EMHFL INC 217 SOUTH THIRD STREET DANVILLE KY 40422 611388556 CRITICAL ACCESS HOSPITAL KY 501(C)(3) 3 EM HEALTH false EPHRAIM MCDOWELL HEALTH RESOURCE INC 217 SOUTH THIRD STREET DANVILLE KY 40422 311545520 HEALTHCARE KY 501(C)(3) 3 EM HEALTH false EPHRAIM MCDOWELL HEALTH CARE FOUNDATION 217 SOUTH THIRD STREET DANVILLE KY 40422 311229333 FUNDRAISING KY 501(C)(3) TYPE II EM HEALTH false EPHRAIM MCDOWELL HEALTH INC 217 SOUTH THIRD STREET DANVILLE KY 40422 611324736 MANAGEMENT SERVICES KY 501(C)(3) TYPE II NA false EPHRAIM MCDOWELL REGIONAL MEDICAL CENTER 217 SOUTH THIRD STREET DANVILLE KY 40422 610492356 ACUTE HOSPITAL KY 501(C)(3) 3 EM HEALTH false JAMES B HAGGIN MEMORIAL HOSPITAL 464 LINDEN AVE HARRODSBURG KY 40330 610510934 CRITICAL ACCESS HOSPITAL KY 501(C)(3) 3 EM HEALTH false COOPERATIVECARE INC 217 SOUTH THIRD STREET DANVILLE KY 40422 611265715 CONTRACTING HEALTHCARE SERVICES KY EM HEALTH C CORPORATION false false false false false false false false false false false false false false false false false true false true