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Nonprofiteer
← MCDOWELL HOME HEALTH AGENCY INC

Form 990 for tax year 2024

Filed by MCDOWELL HOME HEALTH AGENCY INC.

Totals

Total revenue
$2,662,654
Total expenses
$3,719,034
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,662,654
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,973,577
Total liabilities, end of year
$10,533,771
Net assets or fund balances, end of year
-$8,560,194
Program services expenses (Part IX)
$3,110,417
Management and general expenses
$608,617
Fundraising expenses
$0
Program service expenses (Part III)
$3,110,417

Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: PATIENT SERVICES

    total $2,662,654 · related or exempt $2,662,654 · unrelated business $0 · excluded $0

  • 2b · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2c · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2d · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2e · Program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11b · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11c · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $2,373,471 · program services $2,042,684 · management and general $330,787 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $169,826 · program services $146,158 · management and general $23,668 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $64,371 · program services $50,104 · management and general $14,267 · fundraising $0

  • 12 · Advertising and promotion

    total $519 · program services $458 · management and general $61 · fundraising $0

  • 13 · Office expenses

    total $239,360 · program services $186,310 · management and general $53,050 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $60,525 · program services $47,111 · management and general $13,414 · fundraising $0

  • 17 · Travel

    total $15,648 · program services $12,180 · management and general $3,468 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $4,341 · program services $3,379 · management and general $962 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $29,210 · program services $29,100 · management and general $110 · fundraising $0

  • 23 · Insurance

    total $62,719 · program services $48,819 · management and general $13,900 · fundraising $0

  • 24a · Other expenses: SHARED RESOURCE ALLOCATION

    total $591,139 · program services $460,124 · management and general $131,015 · fundraising $0

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $50,954 · program services $39,661 · management and general $11,293 · fundraising $0

  • 24c · Other expenses: PROVIDER TAXES

    total $55,503 · program services $43,202 · management and general $12,301 · fundraising $0

  • 24d · Other expenses: SUPPLIES

    total $1,448 · program services $1,127 · management and general $321 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $922,130 · end of year $977,678

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $14,802 · end of year $10,204

  • 9 · Prepaid expenses and deferred charges

    beginning of year $40,876 · end of year $46,679

  • 10a · Land, buildings and equipment: cost or other basis

    $489,955

  • 10b · Land, buildings and equipment: accumulated depreciation

    $213,351

  • 10c · Land, buildings and equipment, net

    beginning of year $305,814 · end of year $276,604

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $662,412 · end of year $662,412

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,125 · end of year $4,499

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $10,372,564 · end of year $10,529,272

  • 27 · Net assets without donor restrictions

    beginning of year -$8,441,655 · end of year -$8,560,194

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

TO PROVIDE HOME HEALTH SERVICES TO THE RESIDENTS OF BOYLE AND SURROUNDING COUNTIES.

Activities or mission (Part I)

TO PROVIDE COMPASSIONATE HOME HEALTHCARE SERVICES TO OUR PATIENTS AND COMMUNITY.

  • 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.

    Expenses $3,110,417 · Revenue $2,662,654

As filed on the 2024 return.

Listed in Part VII

  • Chris Whitworth

    TREASURER

    Total calculated
    $4,350
    From this org
    $0
    From related orgs
    $4,350
    Other
    $0
    Hours/week
    1 + 20.5 related

  • Daniel McKay

    PRESIDENT & CEO

    Total calculated
    $978,052
    From this org
    $0
    From related orgs
    $915,838
    Other
    $62,214
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $675,229 related
    Bonus
    $0 + $211,094 related
    Other
    $0 + $29,515 related
    Deferred
    $0 + $27,600 related
    Nontaxable benefits
    $0 + $34,614 related
    Filer's total
    $0 + $978,052 related

  • David Grigson

    CHAIR

    Total calculated
    $3,300
    From this org
    $0
    From related orgs
    $3,300
    Other
    $0
    Hours/week
    1 + 13 related

  • David Montgomery MD

    MEDICAL STAFF VICE PRESIDENT

    Total calculated
    $11,300
    From this org
    $0
    From related orgs
    $11,300
    Other
    $0
    Hours/week
    1 + 13 related

  • Eric Guerrant MD

    VICE CHAIR

    Total calculated
    $6,150
    From this org
    $0
    From related orgs
    $6,150
    Other
    $0
    Hours/week
    1 + 13 related

  • Justin Lande MD

    BOARD MEMBER

    Total calculated
    $601,061
    From this org
    $0
    From related orgs
    $548,249
    Other
    $52,812
    Hours/week
    1 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,032 related
    Bonus
    $0 + $266,282 related
    Other
    $0 + $39,935 related
    Deferred
    $0 + $23,000 related
    Nontaxable benefits
    $0 + $29,812 related
    Filer's total
    $0 + $601,061 related

  • Rebecca Chatham MD

    MEDICAL STAFF PRESIDENT

    Total calculated
    $3,300
    From this org
    $0
    From related orgs
    $3,300
    Other
    $0
    Hours/week
    0.5 + 9 related

  • Scott Bottoms

    PAST CHAIR

    Total calculated
    $3,300
    From this org
    $0
    From related orgs
    $3,300
    Other
    $0
    Hours/week
    1 + 13 related

  • Tiffany Yeast

    VICE CHAIR

    Total calculated
    $3,300
    From this org
    $0
    From related orgs
    $3,300
    Other
    $0
    Hours/week
    1 + 13 related

  • Brian Little

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

  • Chris Davis

    EM HEALTH CARE FOUNDATION CHAIR

    Total calculated
    $750
    From this org
    $0
    From related orgs
    $750
    Other
    $0
    Hours/week
    0.5 + 9 related

  • David Meade

    BOARD MEMBER

    Total calculated
    $750
    From this org
    $0
    From related orgs
    $750
    Other
    $0
    Hours/week
    0.5 + 5 related

  • James Dunn

    BOARD MEMBER

    Total calculated
    $5,100
    From this org
    $0
    From related orgs
    $5,100
    Other
    $0
    Hours/week
    0.5 + 9.5 related

  • Jeremy Tarter MD

    BOARD MEMBER

    Total calculated
    $3,300
    From this org
    $0
    From related orgs
    $3,300
    Other
    $0
    Hours/week
    0.5 + 5 related

  • Joetta Wickliffe

    BOARD MEMBER

    Total calculated
    $5,250
    From this org
    $0
    From related orgs
    $5,250
    Other
    $0
    Hours/week
    0.5 + 9.5 related

  • Linda Tillman

    BOARD MEMBER

    Total calculated
    $3,300
    From this org
    $0
    From related orgs
    $3,300
    Other
    $0
    Hours/week
    0.5 + 5 related

  • Mike Taylor

    BOARD MEMBER

    Total calculated
    $2,550
    From this org
    $0
    From related orgs
    $2,550
    Other
    $0
    Hours/week
    0.5 + 5 related

  • Shawn Markham

    BOARD MEMBER

    Total calculated
    $4,050
    From this org
    $0
    From related orgs
    $4,050
    Other
    $0
    Hours/week
    0.5 + 9.5 related

  • Shay Pendygraft

    BOARD MEMBER

    Total calculated
    $1,950
    From this org
    $0
    From related orgs
    $1,950
    Other
    $0
    Hours/week
    0.5 + 9 related

  • Thomas Hager

    BOARD MEMBER

    Total calculated
    $3,300
    From this org
    $0
    From related orgs
    $3,300
    Other
    $0
    Hours/week
    0.5 + 5 related

  • Woods Adams

    BOARD MEMBER

    Total calculated
    $750
    From this org
    $0
    From related orgs
    $750
    Other
    $0
    Hours/week
    0.5 + 5 related

  • Amanda Kinman

    CFO

    Total calculated
    $399,262
    From this org
    $0
    From related orgs
    $355,157
    Other
    $44,105
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $296,924 related
    Bonus
    $0 + $54,855 related
    Other
    $0 + $3,378 related
    Deferred
    $0 + $23,011 related
    Nontaxable benefits
    $0 + $21,094 related
    Filer's total
    $0 + $399,262 related

  • Libby Mayes

    ASSISTANT VP COMMUNITY ENGAGEMENT

    Total calculated
    $270,947
    From this org
    $0
    From related orgs
    $229,788
    Other
    $41,159
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,329 related
    Bonus
    $0 + $32,622 related
    Other
    $0 + $15,837 related
    Deferred
    $0 + $18,743 related
    Nontaxable benefits
    $0 + $22,416 related
    Filer's total
    $0 + $270,947 related

  • Nicholas Spoonmore

    VP STRATEGIC INITIATIVES

    Total calculated
    $364,399
    From this org
    $0
    From related orgs
    $323,513
    Other
    $40,886
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,677 related
    Bonus
    $0 + $45,760 related
    Other
    $0 + $12,076 related
    Deferred
    $0 + $23,093 related
    Nontaxable benefits
    $0 + $17,793 related
    Filer's total
    $0 + $364,399 related

  • Rickey Jansen

    VP SYSTEM OPERATIONS

    Total calculated
    $193,241
    From this org
    $0
    From related orgs
    $170,770
    Other
    $22,471
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,321 related
    Bonus
    $0
    Other
    $0 + $5,449 related
    Deferred
    $0 + $8,390 related
    Nontaxable benefits
    $0 + $14,081 related
    Filer's total
    $0 + $193,241 related

  • Tammy Ensslin

    CHIEF LEGAL OFFICER

    Total calculated
    $384,325
    From this org
    $0
    From related orgs
    $324,412
    Other
    $59,913
    Hours/week
    3 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,755 related
    Bonus
    $0 + $47,515 related
    Other
    $0 + $15,142 related
    Deferred
    $0 + $26,611 related
    Nontaxable benefits
    $0 + $33,302 related
    Filer's total
    $0 + $384,325 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • COOPERATIVECARE INC

    C CORPORATION · CONTRACTING HEALTHCARE SERVICES · KY

    Directly controlled by EM HEALTH

Provenance

Return type
form_990
Tax year
2024
Filed
10 August 2026
IRS schema version
2024v5.1
Source object
202612229349301451

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