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Nonprofiteer
← MCDOWELL HOME HEALTH AGENCY INC

Form 990 for tax year 2022

Filed by MCDOWELL HOME HEALTH AGENCY INC.

Totals

Total revenue
$2,123,996
Total expenses
$2,907,795
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,123,996
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,668,228
Total liabilities, end of year
$8,927,096
Net assets or fund balances, end of year
-$7,258,868
Program services expenses (Part IX)
$2,907,795
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,907,795

Program services were 100.0% 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.

  • 2a · Program service revenue: PATIENT SERVICES

    total $2,123,996 · related or exempt $2,123,996

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $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.

  • 7 · Other salaries and wages

    total $1,979,525 · program services $1,979,525

  • 10 · Payroll taxes

    total $147,675 · program services $147,675

  • 11g · Fees: other

    total $23,372 · program services $23,372 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $1,110 · program services $1,110

  • 13 · Office expenses

    total $153,356 · program services $153,356

  • 16 · Occupancy

    total $49,230 · program services $49,230

  • 17 · Travel

    total $22,603 · program services $22,603

  • 19 · Conferences, conventions and meetings

    total $3,214 · program services $3,214

  • 22 · Depreciation, depletion and amortization

    total $23,689 · program services $23,689

  • 23 · Insurance

    total $43,556 · program services $43,556

  • 24a · Other expenses: SHARED RESOURCE ALLOCATION

    total $396,232 · program services $396,232

  • 24b · Other expenses: PROVIDER TAXES

    total $34,950 · program services $34,950

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $20,339 · program services $20,339

  • 24d · Other expenses: SUPPLIES

    total $8,944 · program services $8,944

  • 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 -$4,980 · end of year $18,962

  • 4 · Accounts receivable

    beginning of year $492,728 · end of year $692,501

  • 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

  • 8 · Inventories for sale or use

    beginning of year $12,380 · end of year $12,075

  • 9 · Prepaid expenses and deferred charges

    beginning of year $35,716

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

    $441,492

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

    $159,214

  • 10c · Land, buildings and equipment, net

    beginning of year $305,968 · end of year $282,278

  • 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 $15,156 · end of year $2,411

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $7,964,134 · end of year $8,924,685

  • 27 · Net assets without donor restrictions

    beginning of year -$6,475,066 · end of year -$7,258,868

Mission and programs · 2022

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. SEE SCHEDULE O FOR ADDITIONAL INFORMATION.

    Expenses $2,907,795 · Revenue $2,123,996

As filed on the 2022 return.

Listed in Part VII

  • Daniel McKay

    PRESIDENT/CEO

    Total calculated
    $852,284
    From this org
    $0
    From related orgs
    $792,327
    Other
    $59,957
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $604,355 related
    Bonus
    $0 + $172,218 related
    Other
    $0 + $15,754 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $35,557 related
    Filer's total
    $0 + $852,284 related

  • Eric Guerrant MD

    VICE CHAIR

    Total calculated
    $7,450
    From this org
    $0
    From related orgs
    $7,450
    Other
    $0
    Hours/week
    1 + 19 related

  • Julian Gander

    CHAIR

    Total calculated
    $3,450
    From this org
    $0
    From related orgs
    $3,450
    Other
    $0
    Hours/week
    1 + 19 related

  • Sheree Gilliam

    SECRETARY

    Total calculated
    $3,450
    From this org
    $0
    From related orgs
    $3,450
    Other
    $0
    Hours/week
    1 + 19 related

  • Thomas Hager

    TREASURER

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    1 + 19 related

  • Brian Ellis MD

    BOARD MEMBER

    Total calculated
    $450,201
    From this org
    $0
    From related orgs
    $401,294
    Other
    $48,907
    Hours/week
    0.5 + 7 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,779 related
    Bonus
    $0 + $143,794 related
    Other
    $0 + $61,721 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $24,507 related
    Filer's total
    $0 + $450,201 related

  • Chris Whitworth

    BOARD MEMBER

    Total calculated
    $1,950
    From this org
    $0
    From related orgs
    $1,950
    Other
    $0
    Hours/week
    0.5 + 7 related

  • David Grigson

    BOARD MEMBER

    Total calculated
    $3,450
    From this org
    $0
    From related orgs
    $3,450
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Dr Anne Turcea

    BOARD MEMBER

    Total calculated
    $25,150
    From this org
    $0
    From related orgs
    $25,150
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Eric Caldwell

    BOARD MEMBER

    Total calculated
    $4,500
    From this org
    $0
    From related orgs
    $4,500
    Other
    $0
    Hours/week
    0.5 + 7 related

  • James W Dunn

    BOARD MEMBER

    Total calculated
    $4,950
    From this org
    $0
    From related orgs
    $4,950
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Jeremy Tarter MD

    BOARD MEMBER

    Total calculated
    $7,300
    From this org
    $0
    From related orgs
    $7,300
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Joetta Wickliffe

    BOARD MEMBER

    Total calculated
    $5,100
    From this org
    $0
    From related orgs
    $5,100
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Kay Richardson

    BOARD MEMBER

    Total calculated
    $2,400
    From this org
    $0
    From related orgs
    $2,400
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Linda Tillman

    BOARD MEMBER

    Total calculated
    $2,400
    From this org
    $0
    From related orgs
    $2,400
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Mike W Taylor

    BOARD MEMBER

    Total calculated
    $3,450
    From this org
    $0
    From related orgs
    $3,450
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Rebecca Chatham MD

    BOARD MEMBER

    Total calculated
    $11,450
    From this org
    $0
    From related orgs
    $11,450
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Scott Bottoms

    BOARD MEMBER

    Total calculated
    $3,450
    From this org
    $0
    From related orgs
    $3,450
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Tiffany Yeast

    BOARD MEMBER

    Total calculated
    $3,450
    From this org
    $0
    From related orgs
    $3,450
    Other
    $0
    Hours/week
    0.5 + 7 related

  • Amanda Kinman

    CFO

    Total calculated
    $383,229
    From this org
    $0
    From related orgs
    $329,991
    Other
    $53,238
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,139 related
    Bonus
    $0 + $49,003 related
    Other
    $0 + $8,849 related
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $32,738 related
    Filer's total
    $0 + $383,229 related

  • Gary Bunch

    CMO

    Total calculated
    $369,921
    From this org
    $0
    From related orgs
    $338,399
    Other
    $31,522

    Schedule J breakdown matched by us

    Base
    $0 + $270,774 related
    Bonus
    $0 + $27,921 related
    Other
    $0 + $39,704 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $7,122 related
    Filer's total
    $0 + $369,921 related

  • Tammy Ensslin

    GENERAL COUNSEL

    Total calculated
    $367,063
    From this org
    $0
    From related orgs
    $309,450
    Other
    $57,613
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,856 related
    Bonus
    $0 + $47,771 related
    Other
    $0 + $9,823 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $33,213 related
    Filer's total
    $0 + $367,063 related

  • William Snapp III

    VP & CFO - UNTIL 6/30/21

    Total calculated
    $315,471
    From this org
    $0
    From related orgs
    $295,271
    Other
    $20,200

    Schedule J breakdown matched by us

    Base
    $0 + -$5,847 related
    Bonus
    $0 + $49,457 related
    Other
    $0 + $251,661 related
    Deferred
    $0 + $20,200 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $315,471 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

  • 4a · Severance or change-of-control payment
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 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 4a Severance or change-of-control payment
SEVERANCE PAYMENTS WILLIAM SNAPP LEFT EPHRAIM MCDOWELL IN JULY 2021. HIS SEVERANCE OF $241,786 WAS REPORTED IN HIS W-2.
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 S · KY

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
16 August 2024
IRS schema version
2022v5.0
Source object
202402289349304160

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