2025-08-14T07:34:50-05:00 2024-09-30 990 2023-10-01 222571902 MAINEHEALTH CARE AT HOME MAIN 2072844566 15 INDUSTRIAL PARK DRIVE SACO ME 04072 Elaine Collins CFO 2072844566 2025-07-02 1 2023 2025-03-06 01:10:19Z PATRICIA APRILE 15 INDUSTRIAL PARK DRIVE SACO ME 04072 28097120 0 X WWW.HOMEHEALTH.ORG X 1972 ME HELPING PEOPLE TO BE AS HEALTHY AND INDEPENDENT AS POSSIBLE AT HOME AND IN THE COMMUNITY. 12 8 0 0 0 0 661506 419667 24905893 24319859 385450 346722 168359 273807 26121208 25360055 0 0 0 0 22084741 19379717 0 0 184379 11063719 16757263 33148460 36136980 -7027252 -10776925 14792252 17128309 4862603 6628095 9929649 10500214 X HELPING PEOPLE TO BE AS HEALTHY AND INDEPENDENT AS POSSIBLE AT HOME AND IN THE COMMUNITY. 0 1 26593697 20085008 HOMECARE: TO PROVIDE AND ASSURE EQUAL AND TIMELY ACCESS TO A COMPREHENSIVE ARRAY OF CLIENT-DIRECTED QUALITY HOME HEALTH CARE. THESE SERVICES INCLUDE VISITS FROM REGISTERED NURSES, REHABILITATIVE THERAPISTS, SOCIAL WORKERS, HOME HEALTH AIDES AND REGISTERED NUTRITIONISTS. THESE SERVICES INCLUDED 6,273 ADMISSIONS, 104,204 HOME VISITS AND FREE CARE TOTALING $105,754 DURING THE TAX YEAR. 4377053 3305789 VISITING HOSPICE: THE HOSPICE PROGRAM PROVIDED HEALTHCARE AND COMFORT FOR 231 TERMINALLY ILL PATIENTS WITHIN THE COMMUNITY. 1846108 1394281 RESIDENTAL HOSPICE - SUSSMAN HOUSE: THE SUSSMAN HOUSE IS A 7 BED HOSPICE FACILITY. THIS HOUSE ENHANCES THE VISITING HOSPICE PROGRAM BY GIVING PATIENTS A PLACE TO GO FOR GENERAL INPATIENT CARE WHICH IS PART OF OUR CONTINUUM OF CARE. THE SUSSMAN HOUSE ALSO OFFERS A PLACE FOR PATIENTS TO GO FOR RESPITE CARE. DURING THE TAX YEAR, A TOTAL OF 301 PATIENTS WERE PROVIDED CARE. 32816858 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ELAINE COLLINS 2072844566 15 INDUSTRIAL PARK DRIVE SACO ME 04072 WILLIAM NORFLEET TRUSTEE 1.00 0.00 X 0 0 0 THOMAS MORRIONE PHYSICIAN, MMP/TRUSTEE 1.00 50.00 X 0 247186 99568 KATHRYN COPE COO, SMHC/TRUSTEE 1.00 50.00 X 0 343120 95626 HELEN TROY VP-QUAL SAFETY,MH/BOARD VICE CHAIR 1.00 50.00 X X 0 211950 54797 KARY FRANCHETTI SR DIR, MHMG/BOARD CHAIR 1.00 50.00 X X 0 168268 57756 PEGGY HAYNES TRUSTEE 1.00 0.00 X 0 0 0 CHAD A BOUCHER TRUSTEE 1.00 0.00 X 0 0 0 NANCY STURDEVANT TRUSTEE 1.00 0.00 X 0 0 0 BARBARA GRILLO TRUSTEE 1.00 0.00 X 0 0 0 JENNIFER MORTON TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY T PLANTE BOARD TREASURER 1.00 0.00 X X 0 0 0 JANE CONRAD BOARD SECRETARY 1.00 0.00 X X 0 0 0 PATRICIA APRILE PRESIDENT 50.00 0.00 X 430375 0 48297 ELAINE COLLINS CHIEF FINANCIAL OFFICER 1.00 50.00 X 0 202554 41014 HEATHER LOMAX VICE PRESIDENT-CNO 50.00 0.00 X 177958 0 10588 JASON GERETZ PHYSICAL THERAPIST 50.00 0.00 X 127983 0 7540 JENNIFER MORIN DIRECTOR-NURSING SERVICES 50.00 0.00 X 128361 0 37258 MICHAEL BOUTIN RN - HOME CARE 50.00 0.00 X 125027 0 39258 MARY THERESE CULLY-ONOSHKO FORMER HOSPICE RN 50.00 0.00 X 122629 0 21224 RANDEE REYNOLDS FORMER PRESIDENT 50.00 0.00 X 204221 0 2684 1316554 1173078 515610 24 1 1 0 Cross Country Staffing Inc PO Box 404674 Atlanta GA 303844674 Contract labor 3395180 Simitree Acquisition LLC PO Box 186859 Hamden CT 06518 Consulting 313355 2 123723 295944 419667 Home health care srvc 623000 24319859 24319859 24319859 155310 155310 2928477 2737065 191412 191412 191412 Other revenue 900099 273807 273807 273807 25360055 24785078 0 155310 X 724467 724467 14399343 13648171 674335 76837 623928 590957 32971 2547715 2350452 184025 13238 1084264 982556 96174 5534 3445 3445 67426 67426 7633 7633 7987600 7243392 680256 63952 4379 462 45 3872 265265 230863 22471 11931 20492 18674 1818 779046 709945 69101 816187 738880 71918 5389 20617 17005 1655 1957 184542 168173 16369 44908 40925 3983 Integrated services 5345046 4869786 473993 1267 Medical supplies 1169259 1169259 Member dues 38079 34542 3362 175 3339 2816 296 227 36136980 32816858 3135743 184379 723596 2622965 112854 4472849 3945454 32859 30223 8493400 7747002 893724 746398 3290911 4705278 2688106 2529185 2577353 2548806 14792252 17128309 2625523 2408019 47076 33533 2190004 4186543 4862603 6628095 X 7482747 7497738 2446902 3002476 9929649 10500214 14792252 17128309 X -10776925 961680 10385810 X 0 1 X 1 0 X 2042108 3217274 1324606 661506 419667 7665161 28627786 32238916 26389442 25074252 24593666 136924062 30669894 35456190 27714048 25735758 25013333 144589223 0 0 0 144589223 88732 67580 91653 128312 155310 531587 88732 67580 91653 128312 155310 531587 30758626 35523770 27805701 25864070 25168643 145120810 0.99630 0.99710 0.00370 0.00290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2446902 585661 30087 3002476 2198693 290898 42689 2446902 2895720 -626894 70000 133 2198693 2288549 149343 492155 34327 2895720 1914346 3375 394846 24018 2288549 0.00000 0.71000 0.29000 1 1 1 122000 122000 1842969 1599544 243425 535381 419782 115599 5993050 5727676 265374 746398 Hedge and other 2529185 F 2529185 Beneficial interest in perpetual trust 1894054 Right of use assets 654752 2548806 Due to affiliate - current 3523386 Due to affiliate - long term 660622 Other liabilities 2535 4186543 X 36707545 961680 10385810 11347490 25360055 0 25360055 36136980 0 36136980 0 36136980 Part X, Line 2: FIN 48 FOOTNOTE THE ASSOCIATION IS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). AS A PUBLIC CHARITY, THE ASSOCIATION IS EXEMPT FROM STATE AND FEDERAL INCOME TAXES ON INCOME EARNED IN ACCORDANCE WITH ITS TAX-EXEMPT PURPOSE. UNRELATED BUSINESS INCOME IS SUBJECT TO STATE AND FEDERAL INCOME TAX. MANAGEMENT HAS EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAS NO UNRELATED BUSINESS INCOME OR UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. Part XI, Line 2d - Other Adjustments: Change in value of beneficial int 385,810. Equity transfer from affiliate 10,000,000. PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS THE INCOME FROM THE ENDOWMENT FUND IS USED TO PROVIDE CHARITY AND UNCOMPENSATED CARE TO THE RESIDENTS SERVED BY THE ORGANIZATION. X 0 1 1 1 0 0 0 0 0 1 0 PATRICIA APRILE PRESIDENT 302008 0 66615 0 61752 0 16500 0 31797 0 478672 0 0 0 KATHRYN COPE COO, SMHC/TRUSTEE 0 285784 0 54998 0 2338 0 55877 0 39749 0 438746 0 0 THOMAS MORRIONE PHYSICIAN, MMP/TRUSTEE 0 237459 0 0 0 9727 0 61085 0 38483 0 346754 0 0 HELEN TROY VP-QUAL SAFETY,MH/BOARD VICE CHAIR 0 156897 0 27977 0 27076 0 17981 0 36816 0 266747 0 0 ELAINE COLLINS CHIEF FINANCIAL OFFICER 0 162264 0 22529 0 17761 0 7599 0 33415 0 243568 0 0 KARY FRANCHETTI SR DIR, MHMG/BOARD CHAIR 0 149454 0 18000 0 814 0 27231 0 30525 0 226024 0 0 RANDEE REYNOLDS FORMER PRESIDENT 5183 0 0 0 199038 0 1847 0 837 0 206905 0 0 0 HEATHER LOMAX VICE PRESIDENT-CNO 152657 0 19861 0 5440 0 8874 0 1714 0 188546 0 0 0 JENNIFER MORIN DIRECTOR-NURSING SERVICES 127820 0 0 0 541 0 6236 0 31022 0 165619 0 0 0 MICHAEL BOUTIN RN - HOME CARE 108320 0 16037 0 670 0 6661 0 32597 0 164285 0 0 0 Part I, Line 1a THE PRESIDENT RECEIVED AN AUTO ALLOWANCE THAT WAS TREATED AS TAXABLE INCOME AND INCLUDED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN B(iii). Part I, Line 1b THE AUTO ALLOWANCE HAS HISTORICALLY BEEN PROVIDED TO THE MAINEHEALTH CARE AT HOME PRESIDENT AND IS PART OF THEIR OFFER LETTER. THIS IS REVIEWED AS PART OF AN ANNUAL INDEPENDENT COMPENSATION BENCHMARK ANALYSIS PERFORMED BY AN OUTSIDE FIRM, SULLIVAN COTTER. THE COMPENSATION DECISIONS FOR THIS EMPLOYEE ARE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. Part I, Lines 4a-b Line 4a - RANDEE REYNOLDS, FORMER PRESIDENT, RECEIVED SEVERANCE PAYMENTS TOTALING $140,000 DURING CALENDAR YEAR 2023 FROM MAINEHEALTH CARE AT HOME. Line 4b - MID COAST GERIATRIC SERVICES CORPORATION HAS A DEFERRED COMPENSATION ARRANGEMENT UNDER A NON-QUALIFIED DEFINED CONTRIBUTION PLAN TO PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS TO CERTAIN EMPLOYEES. RANDEE REYNOLDS, WHO IS A FORMER OFFICER OF THE ORGANIZATION, PARTICIPATED IN THIS PLAN AND RECEIVED $11,653 FROM MAINEHEALTH. THIS INDIVIDUAL'S NON-QUALIFIED PLAN CONTRIBUTIONS ARE INCLUDED IN THE FIGURES REPORTED ON SCHEDULE J, PART II, COLUMN (B)(iii). Part I, Line 7 MAINEHEALTH ESTABLISHED A PERFORMANCE INCENTIVE PLAN (THE PLAN) TO ENCOURAGE AND REWARD PLAN PARTICIPANTS FOR ACHIEVING DEFINED PERFORMANCE GOALS THAT ARE SUPPORTIVE OF MAINEHEALTH'S MISSION, STRATEGIC INITIATIVES, AND OPERATING OBJECTIVES. THE PLAN IS ADMINISTERED BY THE MAINEHEALTH COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. Form 990, Part III, line 3 DURING THE TAX YEAR, THE PCH GRANT PROGRAM WAS CEASED. UNDER THIS PROGRAM, NEWBORNS AND MOTHERS GOT A HEALTHY START WITH HOME NURSING VISITS OFFERED AT NO CHARGE THROUGH A HEALTH PROMOTION GRANT FROM THE DIVISION OF FAMILY HEALTH OF THE STATE OF MAINE DEPARTMENT OF HEALTH AND HUMAN SERVICES. Form 990, Part V, Line 2a MAINEHEALTH (EIN 01-0238552), ACTING ON BEHALF OF THE MAINEHEALTH SYSTEM FILED FORM W-3, REPORTING 26,951 EMPLOYEES FOR THE CALENDAR YEAR 2023. Form 990, Part V, Line 1a MAINEHEALTH (EIN 01-0238552), ACTING ON BEHALF OF THE MAINEHEALTH SYSTEM FILED 1,391 FORM 1099S FOR THE CALENDAR YEAR 2023. Form 990, Part VI, Section A, line 6 MAINEHEALTH SERVICES (EIN# 01-0431680) IS THE ORGANIZATION'S SOLE MEMBER. Form 990, Part VI, Section A, line 7a THE MEMBER ELECTS THE BOARD MEMBERS ANNUALLY. OFFICERS OF THE CORPORATION ARE ELECTED OR APPOINTED BY THE BOARD. Form 990, Part VI, Section A, line 7b THE MEMBER ELECTS THE BOARD OF DIRECTORS. THE MEMBER ALSO WOULD HAVE SOLE AUTHORITY TO APPROVE OF ANY SALE OR DISPOSITION OF CORPORATE ASSETS GREATER THAN $100,000, TO APPROVE OF ANY CORPORATE MERGER, ACQUISITION, DISSOLUTION OR LIQUIDATION, OR ANY OTHER ACTIONS REQUIRED OF MEMBERS BY LAW. THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR THE GOVERNANCE AND MANAGEMENT OF THE CORPORATION. Form 990, Part VI, Section B, line 11b A DETAILED REVIEW OF THE 990 WAS PERFORMED BY THE EXECUTIVE COMMITTEE AND PROVIDED TO THE BOARD OF DIRECTORS. THE CHIEF FINANCIAL OFFICER ALSO PERFORMS A DETAILED REVIEW OF THE ENTIRE FORM 990 BEFORE SIGNING AND PRIOR TO FILING. Form 990, Part VI, Section B, line 12c MAINEHEALTH'S AUDIT & COMPLIANCE SERVICES SENDS CONFLICT OF INTEREST (COI) DISCLOSURE FORM REQUESTS TO OVER 3,000 CARE TEAM MEMBERS (INCLUDING ALL BOARD MEMBERS, OFFICERS, AND OTHER SENIOR LEADERS) EACH YEAR. AUDIT & COMPLIANCE SERVICES COLLECTS THE DISCLOSURE FORMS AND REVIEWS EACH SUBMISSION FOR POSSIBLE REPORTED CONFLICTS TO DETERMINE IF A MANAGEMENT MITIGATION PLAN IS REQUIRED. THE RESULTS OF THE ANNUAL COI PROCESS ARE REPORTED TO THE MAINEHEALTH EXECUTIVE COMPLIANCE COMMITTEE, THE AUDIT COMMITTEE, LOCAL HEALTH SYSTEM PRESIDENTS, AND THE BOARD OF TRUSTEES CHAIRPERSONS. Form 990, Part VI, Section B, line 15 COMPENSATION PROCESS FOR PRESIDENTS (LINE 15a) MAINEHEALTH, A RELATED ORGANIZATION USES AN OUTSIDE FIRM, SULLIVAN COTTER, TO PERFORM AN INDEPENDENT BENCHMARK ANALYSIS ANNUALLY FOR THE PRESIDENT OF MAINEHEALTH CARE AT HOME. THE FIRM MEETS WITH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF MAINEHEALTH TO REVIEW THE EXECUTIVE COMPENSATION REPORT. THE EXECUTIVE COMMITTEE THEN DELIBERATES ON MAINEHEALTH'S WRITTEN SALARY AND INCENTIVE PLAN PHILOSOPHY BEFORE MAKING A FINAL DECISION. ALL MEETING DECISIONS ARE CAPTURED IN MINUTES WITH APPROPRIATE APPROVALS AT ALL LEVELS. COMPENSATION PROCESS FOR OFFICERS (LINE 15b) COMPENSATION FOR OFFICERS OF MAINEHEALTH CARE AT HOME IS PART OF THE INDEPENDENT BENCHMARK ANALYSIS PERFORMED ANNUALLY BY SULLIVAN COTTER. ALL COMPENSATION DECISIONS ARE REVIEWED AND APPROVED BY THE MAINEHEALTH CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND CHIEF PEOPLE OFFICER. Form 990, Part VI, Section C, line 19 DOCUMENTS THAT ARE REQUIRED TO BE OPEN FOR PUBLIC INSPECTION ARE MADE AVAILABLE UPON REQUEST. Form 990, Part IX, line 11g Contract labor: Program service expenses 5,892,542. Management and general expenses 573,542. Fundraising expenses 63,952. Total expenses 6,530,036. Purchased services - medical: Program service expenses 988,415. Management and general expenses 0. Fundraising expenses 0. Total expenses 988,415. Contract services: Program service expenses 223,345. Management and general expenses 21,739. Fundraising expenses 0. Total expenses 245,084. Temporary personnel: Program service expenses 130,355. Management and general expenses 12,688. Fundraising expenses 0. Total expenses 143,043. Purchased services - admin: Program service expenses 0. Management and general expenses 71,437. Fundraising expenses 0. Total expenses 71,437. Interpreter: Program service expenses 8,735. Management and general expenses 850. Fundraising expenses 0. Total expenses 9,585. Form 990, Part XI, line 9: Change in value of BIPT 385,810. Equity transfer from affiliate 10,000,000. MaineHealth 22 Bramhall Street Portland ME 04102 010238552 Hospital ME 501(c)(3) Line 3 MaineHealth Services 0 NorDx 301A US Route One Scarborough ME 04074 010511356 Lab ME 501(c)(3) Line 10 MaineHealth Services 0 The Memorial Hospital at North Conway NH 3073 White Mountain Highway North Conway NH 03860 020222156 Hospital NH 501(c)(3) Line 3 MaineHealth Services 0 MaineHealth Services 110 Free Street Portland ME 04101 010431680 Healthcare ME 501(c)(3) Line 12c, III-FI N/A 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0