2024-05-13T11:48:26-05:00 2023-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990 2022-07-01 311542209 MARYHURST INC MARY 5022714503 1015 DORSEY LANE LOUISVILLE KY 40223 PAULA GARNER CEO 5022451576 2024-05-13 1 PAULA GARNER 999009999 0 SARAH K ANTLE P01391676 5024269660 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAULA GARNER 1015 DORSEY LANE LOUISVILLE KY 40223 19213362 0 X WWW.MARYHURST.ORG X 1990 KY MARYHURST IS A BEHAVIORAL HEALTH SERVICES ORGANIZATION SERVING YOUTH AND THEIR FAMILIES THROUGH A WIDE RANGE OF INNOVATIVE, TRAUMA-INFORMED PROGRAMMING. 25 25 447 285 0 0 5069861 4762460 13284037 13441078 192068 269593 169107 72992 18715073 18546123 34915 21666 0 0 13946386 13530920 0 0 810166 3474186 3750473 17455487 17303059 1259586 1243064 15611085 17997976 2263745 2727031 13347340 15270945 X MARYHURST, INC. IS A NOT-FOR-PROFIT ORGANIZATION THAT HAS DEVELOPED A CONTINUUM OF CARE THAT ALLOWS US TO PROVIDE A WIDE RANGE OF EXPERT CLINICAL, EDUCATIONAL, AND HEALTH AND WELLNESS SERVICES IN ORDER TO APPROPRIATELY AND COST-EFFECTIVELY SERVE CHILDREN DURING VARIOUS STAGES OF THEIR TREATMENT NEEDS. OUR PROGRAMS INCLUDE AN INTENSIVE CAMPUS-BASED RESIDENTIAL TREATMENT PROGRAM, TWO COMMUNITY-BASED THERAPEUTIC GROUP HOMES, COUNSELING SERVICES, AND TREATMENT FOSTER CARE. WE HAVE ALSO ESTABLISHED COLLABORATIVE RELATIONSHIPS WITH A NUMBER OF COMMUNITY PARTNERS, ONE OF WHICH, MB CARE, PROVIDES PSYCHIATRIC RESIDENTIAL TREATMENT SERVICES TO ADOLESCENT GIRLS. 0 1 9083502 21666 10250935 CAMPUS BASED: THE DORSEY LANE FACILITY PROVIDES STRUCTURED GROUP LIVING AND CLINICAL SERVICES FOR UP TO 68 GIRLS AGES 11-18 MOST OF WHOM HAVE BEEN SEVERELY ABUSED OR NEGLECTED. THE GIRLS LIVE IN ONE OF FIVE COTTAGES, ATTEND MARYHURST'S ON-SITE, AWARD-WINNING, ACCREDITED JEFFERSON COUNTY PUBLIC SCHOOL, MARYHURST ACADEMY, AND RECEIVE INTENSIVE THERAPEUTIC TREATMENT IN A HIGHLY STRUCTURED ENVIRONMENT. THE BROOKLAWN CAMPUS FACILITY CONSISTS OF ONE COTTAGE PROVIDING STRUCTURED GROUP LIVING AND PSYCHIATRIC TREATMENT FOR UP TO 9 GIRLS. 5232320 2191890 COMMUNITY BASED: RESIDENTIAL - THIS PROGRAM OFFERS A VARIETY OF TREATMENT SERVICES, FOCUSING ON COMMUNITY INTEGRATION FOR ADOLESCENT GIRLS AGES 12-21 IN A PRE-INDEPENDENT LIVING SETTING. TREASURE HOME, LOCATED IN FERN CREEK, SERVES GIRLS AGES 12-21 WHO HAVE BEEN TRAUMATIZED BY ABUSE AND/OR NEGLECT. THE PROGRAM FOCUSES ON COMMUNITY INTEGRATION WHILE STILL OFFERING AN INTENSIVE STAFF-TO-CLIENT RATIO AND A HIGH DEGREE OF STRUCTURE AND SUPPORT TO HELP GIRLS FUNCTION SUCCESSFULLY IN A COMMUNITY ENVIRONMENT. TRANSITIONAL LIVING AND AFTERCARE SERVICES - THIS PROGRAM PROVIDES SERVICES TO ALL MARYHURST RESIDENTIAL CLIENTS TO PROVIDE SUPPORT AND GUIDANCE WITH THE GOAL THAT EACH CLIENT IS PREPARED WITH AN INDIVIDUALIZED TRANSITION PLAN WHEN THEY ARE DISCHARGED FROM OUR CARE. THE TRANSITION TEAM, MADE UP OF SPECIALIZED STAFF WILL SUPPORT CLIENTS BY PROVIDING LIFE SKILLS AND INDEPENDENT LIVING RESOURCES TO SUPPORT CLIENTS TO RETURN HOME, APPLY AND START COLLEGE OR TRADE SCHOOL, AND INTEGRATE BACK INTO THEIR COMMUNITY. THE AFTERCARE PROGRAM IS BUILT TO PROVIDE ONGOING SUPPORT TO CLIENTS ONCE THEY HAVE BEEN DISCHARGED AND HELP THEM IN A VARIETY OF WAYS WHEN NEEDED. THE PROGRAM SHARES COMMUNITY RESOURCES, PERFORMS CHECK INS AT REGULAR INTERVALS, AND GUIDES CLIENTS JUST BEFORE LEAVING AND FOR UP TO A YEAR AFTERWARDS. COUNSELING SERVICES - LOCATIONS IN PORTLAND (THE ROSE CENTER), SHIVELY AND THE EASTERN JEFFERSON COUNTY (LAMBETH CAMPUS) PROVIDE OUTPATIENT COUNSELING AND IN-HOME SERVICES FOR CLIENTS AND THEIR FAMILIES. THE TREATMENT CLINICS PROVIDE EVIDENCE-BASED ASSESSMENT, CASE MANAGEMENT, INDIVIDUAL, GROUP AND FAMILY COUNSELING, SKILLS TRAINING, FAMILY SUPPORT SERVICES, PEER SUPPORT GROUPS, PARENTING SUPPORT/TRAINING, TRAUMA SERVICES AND SUPPORT, AND PSYCHIATRIC SERVICES. SERVICES ARE TAILORED TO CLIENTS AND THEIR FAMILIES AND A STRENGTH-BASED APPROACH IS UTILIZED THROUGHOUT THE TREATMENT PLANNING PROCESS. 999210 998253 MARYHURST, INC. ENTERED INTO A SERVICE AGREEMENT WITH MB CARE, LLC TO PROVIDE MANAGEMENT SERVICES, INCLUDING ACCOUNTING, INFORMATION TECHNOLOGY, AND OTHER ADMINISTRATIVE SUPPORT. 15315032 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 1 42 0 1 447 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X MARYHURST INC 5022451576 1015 DORSEY LANE LOUISVILLE KY 402232612 MARYA JOHSNON CHAIR 2.00 X X 0 0 0 CHAD CARLTON FIRST VICE CHAIR 2.00 X X 0 0 0 VALLE JONES SECOND VICE CHAIR 2.00 X X 0 0 0 JOI MCATEE SECRETARY 2.00 X X 0 0 0 ELLIOTT ROSENGARTEN ASSISTANT SECRETARY 2.00 X X 0 0 0 STEVE SEDITA ASSISTANT TREASURER 2.00 X X 0 0 0 MADELINE ABRAMSON DIRECTOR 2.00 X 0 0 0 DAVID BURKS DIRECTOR 2.00 X 0 0 0 CHANNING FLAHERTY DIRECTOR 2.00 X 0 0 0 WILLIAM COOPER DIRECTOR 2.00 X 0 0 0 MARILYN GAUSS DIRECTOR 2.00 X 0 0 0 SR CHRISTINE HOCK DIRECTOR 2.00 X 0 0 0 CHERIE JONES DIRECTOR 2.00 X 0 0 0 COLLEEN LYONS DIRECTOR 2.00 X 0 0 0 ANTHONY MATHIS DIRECTOR 2.00 X 0 0 0 BRANDY ARSENAULT DIRECTOR 2.00 X 0 0 0 MICHELLE MUDD DIRECTOR 2.00 X 0 0 0 REGAN NICHOLS DIRECTOR 2.00 X 0 0 0 OZ SHARIFF DIRECTOR 2.00 X 0 0 0 AMANDA STAMPER DIRECTOR 2.00 X 0 0 0 PHIL TARULLO DIRECTOR 2.00 X 0 0 0 RONALD GAFFNEY EMERITUS DIRECTOR 2.00 X 0 0 0 TAMRA KOSHEWA TREASURER 2.00 X X 0 0 0 STEPHANIE DUNCAN DIRECTOR 2.00 X 0 0 0 KATE MILLER DIRECTOR 2.00 X 0 0 0 SUSAN NEAL DIRECTOR 2.00 X 0 0 0 PAULA GARNER CEO 40.00 X 151294 0 26786 ANNE MCARTHUR CFO 40.00 X 99032 0 12202 LISA PURDY COO 40.00 X 104741 0 8598 355067 0 47586 2 0 1 0 LANG COMPANY 540 SOUTH 13TH STREET LOUISVILLE KY 40203 IT SUPPORT 117743 QUALIFACTS 315 DEADERICK SUITE 2300 NASHVILLE TN 37238 ELECTRONIC HEALTH RECORDS 115235 2 10105 299785 2252070 2200500 262153 4762460 TREATMENT & RESIDENTIAL 623990 12442825 12442825 MANAGEMENT FEES 623990 998253 998253 13441078 166217 166217 410642 279766 392153 194879 18489 84887 103376 103376 30915 299785 80207 -49292 -49292 GAIN ON MB CARE INVESTMENT 523000 114255 114255 MISCELLANOUS REVENUE 900099 8029 8029 122284 18546123 13441078 0 342585 21666 21666 294384 126585 135417 32382 10993971 9899029 562876 532066 244108 233546 1393 9169 1167768 1107369 15175 45224 830689 768111 21236 41342 58820 49997 8823 59764 50799 8965 38213 38213 158515 140668 17847 219876 174077 31912 13887 225179 97067 103389 24723 483889 466684 6288 10917 118924 113259 5061 604 33237 31808 432 997 517677 495424 6728 15525 217403 208080 2819 6504 CONTRACT SERVICES 492417 304841 152533 35043 MEALS 373251 373251 OTHER 362126 303464 25918 32744 STAFF RECRUITMENT EXPEN 115093 115093 276089 234214 32836 9039 17303059 15315032 1177861 810166 1843822 2007378 79700 152861 1500896 1570545 5297 14152 99056 172506 12325018 6864552 5555442 5460466 5298041 7733288 675140 553691 886780 15611085 17997976 1530402 1456675 18134 272055 715209 722107 0 276194 2263745 2727031 X 11701279 13590808 1646061 1680137 13347340 15270945 15611085 17997976 X 1243064 648646 31895 X X 0 1 X 1 0 X 2263040 2832290 6707937 5106155 4762460 21671882 2263040 2832290 6707937 5106155 4762460 21671882 345364 21326518 82979 86330 85481 115072 166217 536079 81351 4978 8759 236481 122284 453853 22661814 68940193 0.94110 0.95900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 1243 0 0 1 43900 45143 0 PART II-B, LINE 1: DUES PAID TO VARIOUS ORGANIZATIONS OF WHICH A PORTION IS UTILIZED FOR LOBBYING ACTIVITIES AND PROFESSIONAL FEES PAID TO A CONSULTANT FOR LOBBYING ACTIVITIES. 0 5851732 7500 770082 -3000 6626314 4391066 14100 -1039334 -2485900 5851732 3251110 60082 1032617 -47257 4391066 3196813 35650 129298 -110651 3251110 2971116 23650 220548 18501 3196813 0.76397 0.23603 1 0 695066 695066 8267405 6222095 2045310 3362547 642457 2720090 5460466 OPERATING LEASES 276194 276194 X 19268658 648646 112102 760748 18507910 38213 38213 18546123 17345053 80207 80207 17264846 38213 38213 17303059 PART V, LINE 4: THE ENDOWMENT FUNDS CONSIST OF INVESTMENTS MAINTAINED BY FINANCIAL INSTITUTIONS AND BENEFICIAL INTEREST IN THIRD PARTY TRUSTS HELD BY COMMUNITY FOUNDATIONS FOR USE IN OPERATIONS AS DESIGNATED BY THE BOARD OF DIRECTORS OR DONOR. THE INVESTMENTS HELD IN THIRD PARTY TRUSTS ARE DONOR RESTRICTED FUNDS. MARYHURST BOARD OF DIRECTORS DOES NOT HAVE INPUT OR AUTHORITY OVER THE NATURE AND TYPE OF INVESTMENTS HELD IN THE THIRD PARY TRUSTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE USE OF THE ENDOWMENTS ARE TO SUPPORT THE ORGANIZATION'S MISSION AND SCHOLARSHIP PROGRAM. PART X, LINE 2: MARYHURST, INC. IS EXEMPT FROM FEDERAL, KENTUCKY, AND LOCAL INCOME TAXES AS NOT-FOR-PROFIT ORGANIZATIONS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATIONS TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2023, MARYHURST DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 80,207. CHANGE IN BENEFICIAL INTEREST IN THIRD PARTY TRUST 31,895. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 80,207. JOURNEY OF HOPE LUNCHEON 227375 200210 27165 27165 30563 ONE TIME EVENTS 103325 99575 3750 2618 3750 16111 330700 299785 30915 2618 30915 46674 80207 -49292 1 SCHOLARSHIPS FOR CURRENT RESIDENTS OR ALUMNI OF MARYHURST 13 21666 N/A N/A SCHEDULE I, PART III, LINE 1(A) THE CRITERIA USED FOR THE SCHOLARSHIP PROGRAM ARE: RECIPIENT MUST BE CURRENT RESIDENT OR ALUMNI OF MARYHURST, MUST BE A HIGH SCHOOL GRADUATE, MUST BE ENROLLED IN A POST-HIGH SCHOOL PROGRAM THAT WILL ASSIST THE INDIVIDUAL IN GETTING A JOB AND MUST BE APPROVED BY A COMMITTEE WHICH IS MADE UP OF THE MARYHURST STAFF, A BOARD MEMBER AND OTHER VOLUNTEERS. THE RECIPIENT DOES NOT HAVE TO BE A CURRENT RESIDENT OF THE STATE OF KENTUCKY. X X X 0 0 0 0 0 0 0 0 0 PAULA GARNER CEO 151294 0 0 0 0 0 4700 0 22086 0 178080 0 0 0 CHAD CARLTON BOARD MEMBER OF MARYHURST, INC. AND OWNER OF C2 STRATEGIC COMMUNICATIONS 33400 C2 STRATEGIC COMMUNICAITONS PROVIDES CONSULTATION, SUPPORT, MEDIA RELATIONS, AV PRODUCTION, AND SOCIAL MEDIA MANAGEMENT FOR MARYHURST, INC. 0 X 150414 RETAIL VALUE X 32170 RETAIL VALUE X OFFICE SUPPLIES 0 38253 RETAIL VALUE X TICKETS 0 27974 FACE VALUE X GIFT CARDS 0 13342 FACE VALUE 0 0 0 0 FORM 990, PART III, LINE 3 EFFECTIVE APRIL 1, 2023, MARYHURST BECAME THE SOLE MEMBER OF MB CARE, LLC. FORM 990, PART VI, SECTION A, LINE 2 STEVE SEDITA IS A LIFETIME MEMBER OF THE BOARD OF DIRECTORS, HIS DAUGHTER, CHRISTINE SEDITA IS A STAFF MEMBER. STEVE SEDITA WILL ABSTAIN FROM A VOTE THAT INCLUDES CHRISTINE SEDITA. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 BEFORE IT IS FILED AND THEN REPORTS THE RESULTS TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH MEMBER OF THE BOARD OF DIRECTORS IS REQUIRED TO SIGN A CONFLICT OF INTEREST FORM. IF THE FORM INDICATES A POSSIBLE CONFLICT OF INTEREST, THE INCIDENT IS THOROUGHLY INVESTIGATED. IF THERE IS A PERCEIVED CONFLICT, THE MEMBER WILL NOT BE ABLE TO PARTICIPATE (INCLUDING SERVING ON A COMMITTEE) ON ANY DECISION RELATING TO THE CONFLICT. IF A MAJOR CONFLICT IS NOTED, THE BOARD MEMBER WILL BE ASKED TO RESIGN. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OF MARYHURST, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ANNUALLY UPON REQUEST. FORM 990, PART XI, LINE 9: DECREASE IN BENEFICIAL INTEREST IN THIRD PARTY TRUST 31,895. FORM 990, PART XI, LINE 2C: THE RESPONSIBILITY FOR SELECTING THE INDEPENDENT ACCOUNTANT IS WITH THE AUDIT COMMITTEE. THE AUDIT COMMITTEE RECOMMENDS THE INDEPENDENT ACCOUNTANT TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE APPROVES THE CANDIDATE, AND THE CHAIRMAN OF THE COMMITTEE PRESENTS THEIR SELECTION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE INDEPENDENT ACCOUNTANT. MB CARE LLC 2125 GOLDSMITH LANE LOUISVILLE KY 40218 272563110 STRUCTURED GROUP LIVING AND PSYCHIATRIC TREATMENT KY -124310 837727 MARYHURST INC MB CARE LLC 2125 GOLDSMITH LANE LOUISVILLE KY 40218 272563110 STRUCTURED GROUP LIVING AND PSYCHIATRIC TREATMENT KY N/A RELATED 114255 1 1 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0