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Nonprofiteer
← HOME BASED SERVICES INITIATIVE LLC

Form 990 for tax year 2022

Filed by HOME BASED SERVICES INITIATIVE LLC.

Totals

Total revenue
$3,835,718
Total expenses
$3,671,955
Contributions and grants received
$4,788
Grants paid
$0
Program service revenue
$3,804,776
Investment income
$26,154
Other revenue
$0
Total assets, end of year
$1,567,492
Total liabilities, end of year
$225,464
Net assets or fund balances, end of year
$1,342,028
Program services expenses (Part IX)
$2,953,963
Management and general expenses
$717,992
Fundraising expenses
$0
Program service expenses (Part III)
$2,953,963

Program services were 80.4% 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.

  • 1e · Government grants (contributions)

    $2,419

  • 1f · All other contributions, gifts and grants

    $2,369

  • 2a · Program service revenue: Home Health Revenue

    total $1,970,436 · related or exempt $1,970,436

  • 2b · Program service revenue: Hospice Revenue

    total $1,834,340 · related or exempt $1,834,340

  • 3 · Investment income

    total $1,190 · excluded $1,190

  • 7a · Gross sales of assets other than inventory

    other assets $24,964

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

    other assets $0

  • 7c · Gain or loss

    other assets $24,964

  • 7d · Net gain or loss

    total $24,964 · excluded $24,964

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,201,627 · program services $2,192,027 · management and general $9,600

  • 8 · Pension plan contributions

    total $25,249 · program services $25,139 · management and general $110

  • 9 · Other employee benefits

    total $140,037 · program services $139,426 · management and general $611

  • 10 · Payroll taxes

    total $165,556 · program services $164,834 · management and general $722

  • 11a · Fees: management

    total $207,264 · management and general $207,264

  • 11c · Fees: accounting

    total $17,172 · management and general $17,172

  • 11g · Fees: other

    total $280,911 · management and general $280,911

  • 12 · Advertising and promotion

    total $25,927 · management and general $25,927

  • 13 · Office expenses

    total $39,572 · management and general $39,572

  • 14 · Information technology

    total $36,569 · program services $36,569

  • 16 · Occupancy

    total $53,160 · management and general $53,160

  • 17 · Travel

    total $62,326 · program services $58,386 · management and general $3,940

  • 19 · Conferences, conventions and meetings

    total $6,211 · management and general $6,211

  • 20 · Interest

    total $3,510 · management and general $3,510

  • 22 · Depreciation, depletion and amortization

    total $43,923 · program services $43,923

  • 23 · Insurance

    total $20,400 · management and general $20,400

  • 24a · Other expenses: Medical Supplies

    total $227,755 · program services $227,755

  • 24b · Other expenses: Program Expenses

    total $34,421 · program services $34,421

  • 24c · Other expenses: Bad Debt Expense

    total $28,800 · program services $28,800

  • 24d · Other expenses: Licenses & Permits

    total $1,682 · management and general $1,682

  • 24e · All other expenses

    total $49,883 · program services $2,683 · management and general $47,200

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,034,578 · end of year $853,040

  • 4 · Accounts receivable

    beginning of year $629,404 · end of year $445,928

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,584 · end of year $4,009

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

    $346,943

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

    $145,137

  • 10c · Land, buildings and equipment, net

    beginning of year $211,971 · end of year $201,806

  • 14 · Intangible assets

    beginning of year $5,000 · end of year $5,000

  • 15 · Other assets

    beginning of year $45,000 · end of year $57,709

  • 17 · Accounts payable and accrued expenses

    beginning of year $430,604 · end of year $126,050

  • 23 · Secured mortgages and notes payable

    beginning of year $122,465 · end of year $99,414

  • 25 · Other liabilities

    beginning of year $168,829 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,205,639 · end of year $1,342,028

Mission and programs · 2022

Mission

Provide living opportunities within nurturing environments of hope, dignity, and love.

Activities or mission (Part I)

A Medicare certified home health and hospice agency serving Yellowstone County MT.

  • St. John's United Home Health and Hospice provides Medicare certified home health and hospice services to seniors in Yellowstone County, Montana. For Home Health, SJU provides multiple services for homebound seniors and makes visits to their home. Services include skilled nursing care, home health aides, medical social services and a variety of rehab disciplines including physical therapy, occupational therapy, and speech therapy. As a relatively new agency, St. John's home health services have been growing steadily in the last few years. In 2022, the St. John's United Home Health team served 568 individuals providing 8,982 to individual visits to their homes, an average of 15.8 visits per client.

    Expenses $1,546,059 · Revenue $1,970,436

  • St. John's United Hospice quickly realized that our patients live a better quality of life and often live longer because of hospice care. We feel the act of transitioning from this life is one to be lived beautifully and as best as possible. In fact, living those last few months, weeks, and days with the best life has to offer is all we could hope for for ourselves and for our loved ones. And that is exactly what St. John's does for our hospice patients. In 2022, St. John's hospice team provided 10,711 days of end-of-life care for 159 individuals through individual visits by registered nurses and home health aides. Social workers work closely with the families and their loved ones, helping them through difficult decisions and navigating healthcare options. SJU Chaplains provide spiritual support and visits to both patients and families. Volunteers, a required component of hospice care, visit patients regularly and are often with patients in their final moments. Our social workers and chaplains continue their good work after the patient is gone, working with family members and friends through the grieving process.

    Expenses $1,407,904 · Revenue $1,834,340

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Trost

    President

    Total calculated
    $218,682
    From this org
    $0
    From related orgs
    $111,340
    Other
    $107,342
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $111,340 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $107,342 related
    Nontaxable benefits
    $0 + $410 related
    Filer's total
    $0 + $219,092 related

  • Jerry Pearsall

    Treasurer

    Total calculated
    $161,705
    From this org
    $0
    From related orgs
    $71,472
    Other
    $90,233
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $71,472 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $85,431 related
    Nontaxable benefits
    $0 + $5,234 related
    Filer's total
    $0 + $162,137 related

  • Karna Rhodes

    Director

    Total calculated
    $0
    Hours/week
    0.3

  • Tyler Amundson

    Director

    Total calculated
    $0
    Hours/week
    0.3

  • Scott Ellner

    Director (Jan - Aug)

    Total calculated
    $0
    Hours/week
    0.3

  • Clint Seger

    Director (Sept - Dec)

    Total calculated
    $0
    Hours/week
    0.3

  • Priscilla Needham

    Director (Sept - Dec)

    Total calculated
    $0
    Hours/week
    0.3

  • Catharine Rivera

    Administrator

    Total calculated
    $119,572
    From this org
    $0
    From related orgs
    $117,227
    Other
    $2,345
    Hours/week
    40

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

None.

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
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
Compensation is paid to the CEO by a related organization. The related organization has a process in place for determining compensation using the methods described in Line 3.

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.

  • St John's Lutheran Ministries Inc

    501(c)(3) · Provision of healthcare services · MT

  • St John's Foundation

    501(c)(3) · To support St. John's Lutheran Ministries, Inc. · MT · controlled entity

    Directly controlled by St John's Lutheran Ministries Inc

  • The Lutheran Center

    501(c)(3) · Provision of healthcare services · MT · controlled entity

    Directly controlled by St John's Lutheran Ministries Inc

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Chapel Court LLP

    Rental Real Estate · MT

Related corporations and trusts

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

  • SJU Holdings LLC

    C · Rental Real Estate · MT

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202313199349313541

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