2024-08-15T18:44:55+00:00 2023-09-30 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2022-10-01 610715227 MCDOWELL HOME HEALTH AGENCY INC MCDO 8592368946 131 DANIEL DRIVE DANVILLE KY 40422 AMANDA KINMAN CFO 8592391000 2024-08-16 true 6154549800 2022 2024-08-08 14:25:15Z DANIEL MCKAY 217 SOUTH THIRD STREET DANVILLE KY 40422 2123996 false X WWW.EMHEALTH.ORG X 1971 KY TO PROVIDE COMPASSIONATE HOME HEALTHCARE SERVICES TO OUR PATIENTS AND COMMUNITY. 19 17 38 0 0 0 0 2349608 2123996 0 0 2349608 2123996 0 0 2337486 2127200 0 0 949960 780595 3287446 2907795 -937838 -783799 1504224 1668228 7979290 8927096 -6475066 -7258868 TO PROVIDE HOME HEALTH SERVICES TO THE RESIDENTS OF BOYLE AND SURROUNDING COUNTIES. false false 2907795 2123996 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. 2907795 true 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 true false false false true X 2 0 true 38 true false false false false false false false false false false false false X 19 17 false false false false false false false true true false false true true true true true true false false false KY X AMANDA KINMAN 8592392424 217 SOUTH THIRD ST DANVILLE KY 40422 DANIEL MCKAY PRESIDENT/CEO 1.0 59.0 X X 0 792327 59957 ERIC GUERRANT MD VICE CHAIR 1.0 19.0 X X 0 7450 0 JULIAN GANDER CHAIR 1.0 19.0 X X 0 3450 0 SHEREE GILLIAM SECRETARY 1.0 19.0 X X 0 3450 0 THOMAS HAGER TREASURER 1.0 19.0 X X 0 3600 0 BRIAN ELLIS MD BOARD MEMBER 0.5 7.0 X 0 401294 48907 CHRIS WHITWORTH BOARD MEMBER 0.5 7.0 X 0 1950 0 DAVID GRIGSON BOARD MEMBER 0.5 7.0 X 0 3450 0 DR ANNE TURCEA BOARD MEMBER 0.5 7.0 X 0 25150 0 ERIC CALDWELL BOARD MEMBER 0.5 7.0 X 0 4500 0 JAMES W DUNN BOARD MEMBER 0.5 7.0 X 0 4950 0 JEREMY TARTER MD BOARD MEMBER 0.5 7.0 X 0 7300 0 JOETTA WICKLIFFE BOARD MEMBER 0.5 7.0 X 0 5100 0 KAY RICHARDSON BOARD MEMBER 0.5 7.0 X 0 2400 0 LINDA TILLMAN BOARD MEMBER 0.5 7.0 X 0 2400 0 MIKE W TAYLOR BOARD MEMBER 0.5 7.0 X 0 3450 0 REBECCA CHATHAM MD BOARD MEMBER 0.5 7.0 X 0 11450 0 SCOTT BOTTOMS BOARD MEMBER 0.5 7.0 X 0 3450 0 TIFFANY YEAST BOARD MEMBER 0.5 7.0 X 0 3450 0 AMANDA KINMAN CFO 1.0 59.0 X 0 329991 53238 GARY BUNCH CMO 60.0 X 0 338399 31522 TAMMY ENSSLIN GENERAL COUNSEL 3.0 57.0 X 0 309450 57613 WILLIAM SNAPP III VP & CFO - UNTIL 6/30/21 60.0 X 0 295271 20200 0 2563682 271437 0 true true false 0 0 PATIENT SERVICES 621110 2123996 2123996 0 0 0 0 2123996 0 0 0 0 0 0 0 0 0 2123996 2123996 0 0 1979525 1979525 147675 147675 23372 23372 0 0 1110 1110 153356 153356 49230 49230 22603 22603 3214 3214 23689 23689 43556 43556 SHARED RESOURCE ALLOCATION 396232 396232 PROVIDER TAXES 34950 34950 REPAIRS & MAINTENANCE 20339 20339 SUPPLIES 8944 8944 0 0 0 0 2907795 2907795 0 0 -4980 18962 492728 692501 0 0 0 0 12380 12075 35716 441492 159214 305968 282278 0 0 662412 662412 0 0 1504224 1668228 15156 2411 0 0 7964134 8924685 7979290 8927096 X -6475066 -7258868 -6475066 -7258868 1504224 1668228 X -783799 -3 X false true X true false X 20000 20000 371619 129262 242357 49873 29952 19921 282278 DUE TO RELATED PARTY 8924685 8924685 2123996 0 0 2123996 0 0 2123996 2907795 0 0 2907795 0 0 2907795 Schedule D, Part X, Line 2 INCOME TAXES THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS DID NOT INCLUDE A FOOTNOTE THAT ADDRESSED THE ORGANIZATION'S LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN48 (ASC 740). MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true false false false false false true false false DANIEL MCKAY PRESIDENT/CEO 0 604355 0 172218 0 15754 0 24400 0 35557 0 852284 0 0 BRIAN ELLIS MD BOARD MEMBER 0 195779 0 143794 0 61721 0 24400 0 24507 0 450201 0 0 GARY BUNCH CMO 0 270774 0 27921 0 39704 0 24400 0 7122 0 369921 0 0 TAMMY ENSSLIN GENERAL COUNSEL 0 251856 0 47771 0 9823 0 24400 0 33213 0 367063 0 0 AMANDA KINMAN CFO 0 272139 0 49003 0 8849 0 20500 0 32738 0 383229 0 0 WILLIAM SNAPP III VP & CFO - UNTIL 6/30/21 0 -5847 0 49457 0 251661 0 20200 0 0 0 315471 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 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. Form 990, Part III, Line 4a 4A PROGRAM SERVICE ACCOMPLISHMENTS ON AVERAGE IN 2023 MCDOWELL HOME HEALTH PROVIDED SERVICES TO 172 PATIENTS PER MONTH, WHICH IS A DECREASE FROM 183 PATIENTS PER MONTH IN 2022. IN TOTAL, MCDOWELL HOME HEALTH SERVED 1,020 PATIENTS IN 2023. 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. Form 990, Part III, Line 4a 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 2023 NURSES COMPLETED AN ESTIMATED 8,273 VISITS, WHICH IS A DECREASE FROM 7,844 VISITS IN 2022. Form 990, Part III, Line 4a 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 2023 MCDOWELL HOME HEALTH PERFORMED AN ESTIMATED 5,408 VISITS IN OUR SERVICE AREAS, WHICH IS A DECREASE FROM 5,997 VISITS IN 2022. Form 990, Part III, Line 4a 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 2023 THE OCCUPATIONAL THERAPY TEAM PERFORMED AN ESTIMATED 1,617 VISITS, WHICH IS A DECREASE FROM 2,257 VISITS IN 2022. Form 990, Part III, Line 4a 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 2023 SPEECH THERAPISTS PERFORMED AN ESTIMATED 210 VISITS, WHICH IS AN INCREASE FROM 182 VISITS IN 2022. Form 990, Part III, Line 4a 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 2023, MCDOWELL HOME HEALTH DID NOT HAVE A MEDICAL SOCIAL WORKER EMPLOYED, AND THEREFORE, NO VISITS WERE PERFORMED. Form 990, Part III, Line 4a 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 210 VISITS WITH PATIENTS IN 2023, COMPARED TO 257 VISITS IN 2022. 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. IN 2023 MCDOWELL HOME HEALTH MAINTAINED AN ESTIMATED 2.5 OUT OF 5 STARS IN THE AGENCY'S MEDICARE HOME HEALTH COMPARE RATINGS. 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). THROUGHOUT 2023 THE HHCAHPS SCORE FOR MCDOWELL HOME HEALTH MAINTAINED SCORES ABOVE THE NATIONAL AVERAGE AT AN ESTIMATED 90.5% OVERALL RATING. ON MEDICARE COMPARE MCDOWELL HOME HEALTH HAS A PATIENT SATISFACTION SCORE OF 4 OUT OF 5 STARS. MCDOWELL HOME HEALTH'S PRIMARY PAYER SOURCE CHANGED TO MEDICARE REPLACEMENT PLANS IN 2023 WITH CLINICIANS PROVIDING HOME HEALTH SERVICES TO AN ESTIMATED 461 MEDICARE-ELIGIBLE RECIPIENTS. MCDOWELL HOME HEALTH SERVICED APPROXIMATELY 107 MEDICAID PATIENTS, 339 TRADITIONAL MEDICARE PATIENTS AND AN ESTIMATED 106 PATIENTS WHO HAD A PRIVATE INSURANCE PAYMENT SOURCE ALSO IN 2023. THERE WERE A TOTAL OF 1,020 PATIENTS SERVED BY MCDOWELL HOME HEALTH IN 2023, WHICH IS AN INCREASE FROM 1,013 IN 2022. 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. 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. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Rounding - -3; 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 HOSP 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 MGT SERVICES KY 501(c)(3) Type II NA false EPHRAIM MCDOWELL REGIONAL MEDICAL CENTER 217 SOUTH THIRD STREET DANVILLE KY 40422 610492356 ACUTE HOSP KY 501(c)(3) 3 EM HEALTH false JAMES B HAGGIN MEMORIAL HOSPITAL 464 LINDEN AVE HARRODSBURG KY 40330 610510934 CRITICAL HOSP KY 501(c)(3) 3 EM HEALTH false COOPERATIVECARE INC 217 SOUTH THIRD STREET DANVILLE KY 40422 611265715 CONTRACTING S KY NA C Corporation false false false false false false false false false false false false false false false false false true false true