2026-07-31T14:13:25-05:00 2025-09-30 990 2024-10-01 222571902 MAINEHEALTH CARE AT HOME MAIN 2072844566 15 INDUSTRIAL PARK DRIVE SACO ME 04072 Richard Olsen VP Finance - Entity Svcs 2076617001 2026-07-21 1 2024 2025-03-06 01:10:19Z PATRICIA APRILE 15 INDUSTRIAL PARK DRIVE SACO ME 04072 30056835 0 X WWW.HOMEHEALTH.ORG X 1972 ME HELPING PEOPLE TO BE AS HEALTHY AND INDEPENDENT AS POSSIBLE AT HOME AND IN THE COMMUNITY. 10 6 0 0 0 0 419667 170843 24319859 27024301 346722 396912 273807 422732 25360055 28014788 0 0 0 0 19379717 21615259 0 0 29675 16757263 19845347 36136980 41460606 -10776925 -13445818 17128309 57573634 6628095 59646256 10500214 -2072622 HELPING PEOPLE TO BE AS HEALTHY AND INDEPENDENT AS POSSIBLE AT HOME AND IN THE COMMUNITY. 0 0 32866103 23821342 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 7,206 ADMISSIONS, 121,009 HOME VISITS AND FREE CARE TOTALING $143,177 DURING THE TAX YEAR. 4528895 3282542 VISITING HOSPICE: THE HOSPICE PROGRAM PROVIDED HEALTHCARE AND COMFORT FOR 234 TERMINALLY ILL PATIENTS WITHIN THE COMMUNITY. 473440 343149 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 189 PATIENTS WERE PROVIDED CARE. 37868438 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 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 10 6 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X JULIE PAQUETTE 2076617001 110 FREE STREET PORTLAND ME 04101 CHAD A BOUCHER TRUSTEE 1.00 0.00 X 0 0 0 KATHRYN COPE COO, SMHC/TRUSTEE 1.00 50.00 X 0 395787 102500 KARY FRANCHETTI SR DIR, MHMG/BOARD CHAIR 1.00 50.00 X X 0 170677 61103 HELEN TROY VP-QUAL SAFETY,MH/BOARD VICE CHAIR 1.00 50.00 X X 0 221411 58767 THOMAS MORRIONE PHYSICIAN, MMP/TRUSTEE 1.00 50.00 X 0 265731 106985 JENNIFER MORTON TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM NORFLEET TRUSTEE 1.00 0.00 X 0 0 0 JANE CONRAD BOARD SECRETARY 1.00 0.00 X X 0 0 0 PEGGY HAYNES FRMR TRUSTEE 1.00 0.00 X 0 0 0 NANCY STURDEVANT TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY T PLANTE BOARD TREASURER 1.00 0.00 X X 0 0 0 PATRICIA APRILE PRESIDENT 50.00 0.00 X 433434 0 50617 ELAINE COLLINS FORMER CFO 1.00 50.00 X 0 210178 42869 RICHARD OLSEN VP FINANCE - ENTITY SERVICES 1.00 50.00 X 0 379168 59179 HEATHER LOMAX SENIOR DIRECTOR-CNO 50.00 0.00 X 183530 0 10719 JASON GERETZ PHYSICAL THERAPIST 50.00 0.00 X 131907 0 7688 NICOLE KENNEY MANAGER - CLINICAL HOME CARE 50.00 0.00 X 142700 0 40256 KRISTINE ROGERS RN - HOME CARE 50.00 0.00 X 133167 0 9578 MONIQUE LONDON RN - HOSPICE 50.00 0.00 X 131940 0 38945 1156678 1642952 589206 38 0 1 0 Cross Country Staffing Inc PO Box 404674 Atlanta GA 303844674 Contract labor 1062488 Simitree Acquisition LLC PO Box 186859 Hamden CT 06518 Consulting 339082 2 33368 137475 170843 Home health care srvc 623000 27024301 27024301 27024301 144655 144655 2294304 2042047 252257 252257 252257 Other revenue 900099 422732 422732 422732 28014788 27447033 0 396912 X 792559 792559 16015605 15280580 730705 4320 663165 629579 33586 2942442 2726907 214691 844 1201488 1096859 104289 340 66448 66448 10249950 9346033 888344 15573 5509 990 94 4425 268352 245059 23293 31800 29040 2760 713596 651656 61940 1225686 1118526 106316 844 4888 4464 424 201975 184444 17531 44574 40705 3869 Integrated services 5720303 5223504 496496 303 Medical supplies 1088645 1088645 Member dues 46049 42052 3997 177572 159395 15151 3026 41460606 37868438 3562493 29675 2622965 1953323 3945454 3701425 30223 45267 8584289 7948974 746398 635315 4705278 5407429 2529185 4874810 2548806 40956065 17128309 57573634 2408019 1608154 33533 33533 4186543 58004569 6628095 59646256 X 7497738 -5403856 3002476 3331234 10500214 -2072622 17128309 57573634 X -13445818 704976 168006 X 0 1 X 1 0 X 3217274 1324606 661506 419667 170843 5793896 32238916 26389442 25074252 24593666 27447033 135743309 35456190 27714048 25735758 25013333 27617876 141537205 0 0 0 141537205 67580 91653 128312 155310 144655 587510 67580 91653 128312 155310 144655 587510 35523770 27805701 25864070 25168643 27762531 142124715 0.99590 0.99630 0.00410 0.00370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3002476 328758 3331234 2446902 585661 30087 3002476 2198693 290898 42689 2446902 2895720 -626894 70000 133 2198693 2288549 149343 492155 34327 2895720 0.00000 0.69260 0.30740 1 1 1 122000 122000 1867047 1639576 227471 532830 445510 87320 6062412 5863888 198524 635315 Common/collective trusts 388771 F Real estate 11717 C Limited partnerships 1078574 F Hedge Funds 1333701 F Benef. & charitable remainder trusts 2062047 F 4874810 Right of use assets 303747 Due from affiliate 40502532 Other receivables 149786 40956065 Current portion long term debt 297448 Due to affiliate 57697275 Lease liability - long term 7309 Other payables 2537 58004569 X Part X, Line 2: FIN 48 FOOTNOTE THE IRS HAS PREVIOUSLY DETERMINED THAT THE SYSTEM AND ITS SUBSIDIARIES (EXCEPT MAINE MEDICAL PARTNERS (MMP) (A SUBSIDIARY OF MAINEHEALTH) ARE ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT. CHANGES IN MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. THE SYSTEM DID NOT RECOGNIZE THE EFFECT OF ANY INCOME TAX POSITIONS IN EITHER 2025 OR 2024. 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 0 0 0 0 0 0 0 1 0 KATHRYN COPE COO, SMHC/TRUSTEE 0 307889 0 85576 0 2322 0 60494 0 42006 0 498287 0 0 PATRICIA APRILE PRESIDENT 302601 0 69465 0 61368 0 17250 0 33367 0 484051 0 0 0 RICHARD OLSEN VP FINANCE - ENTITY SERVICES 0 279390 0 48931 0 50847 0 17250 0 41929 0 438347 0 0 THOMAS MORRIONE PHYSICIAN, MMP/TRUSTEE 0 253743 0 9504 0 2484 0 67077 0 39908 0 372716 0 0 HELEN TROY VP-QUAL SAFETY,MH/BOARD VICE CHAIR 0 158579 0 33323 0 29509 0 18904 0 39863 0 280178 0 0 ELAINE COLLINS FORMER CFO 0 165922 0 27538 0 16718 0 8687 0 34182 0 253047 0 0 KARY FRANCHETTI SR DIR, MHMG/BOARD CHAIR 0 154125 0 15000 0 1552 0 28675 0 32428 0 231780 0 0 HEATHER LOMAX SENIOR DIRECTOR-CNO 150819 0 25482 0 7229 0 9148 0 1571 0 194249 0 0 0 NICOLE KENNEY MANAGER - CLINICAL HOME CARE 139053 0 0 0 3647 0 7558 0 32698 0 182956 0 0 0 MONIQUE LONDON RN - HOSPICE 124696 0 0 0 7244 0 6988 0 31957 0 170885 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, 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 V, Line 2a MAINEHEALTH (EIN 01-0238552), ACTING ON BEHALF OF THE MAINEHEALTH SYSTEM FILED FORM W-3, REPORTING 27,768 EMPLOYEES FOR THE CALENDAR YEAR 2024. Form 990, Part V, Line 1a MAINEHEALTH (EIN 01-0238552), ACTING ON BEHALF OF THE MAINEHEALTH SYSTEM FILED 1,738 FORM 1099S FOR THE CALENDAR YEAR 2024. 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 VP FINANCE - ENTITY SERVICES 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 8,625,019. Management and general expenses 727,682. Fundraising expenses 15,573. Total expenses 9,368,274. Purchased services - medical: Program service expenses 699,142. Management and general expenses 0. Fundraising expenses 0. Total expenses 699,142. Consulting: Program service expenses 0. Management and general expenses 15,000. Fundraising expenses 0. Total expenses 15,000. Purchased services - admin: Program service expenses 0. Management and general expenses 145,662. Fundraising expenses 0. Total expenses 145,662. Interpreter: Program service expenses 21,872. Management and general expenses 0. Fundraising expenses 0. Total expenses 21,872. Form 990, Part XI, line 9: Change in value of BIPT 168,006. Equity transfer from affiliate 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 MaineHealth Maine Ambulatory Care 110 Free Street Portland ME 04101 995016862 Health treatment facility ME 501(c)(3) Line 10 MaineHealth Services 0 MaineHealth New Hampshire Ambulatory Care 110 Free Street Portland ME 04101 995034841 Health treatment facility ME 501(c)(3) Line 10 MaineHealth Services 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0