2012-03-01T15:08:18-06:00 2011-06-30 BKD LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2010-07-01 431124995 WILLOW HEALTH CARE INC WILL 4174693152 PO BOX 309 WILLOW SPRINGS MO 65793 JACK WHITAKER 2012-03-01 true Brian D Todd 4178658701 2010 2016-02-24 21:20:13Z JACK WHITAKER PO BOX 309 WILLOW SPRINGS MO 65793 17313489 false X www.willowhealthcare.com X 1978 MO AS A COMMUNITY ORIENTED HEALTH CARE PROVIDER, WILLOW HEALTH CARE, INC. DEDICATES ITS RESOURCES TO DELIVER QUALITY, COST EFFECTIVE HEALTHCARE. 7 6 706 48 6563 -498 2318 2581 16672949 17047058 241812 -39114 0 259047 16917079 17269572 0 0 0 0 9436964 9961928 0 0 0 6929763 6653345 16366727 16615273 550352 654299 10783374 12072583 7225967 7860877 3557407 4211706 X WILLOW HEALTH CARE, INC. WILL ASSUME A LEADERSHIP ROLE IN PROVIDING A CONTINUUM OF CARE TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY. FOR MORE INFORMATION, SEE SCHEDULE O. false false 11694983 14772300 WILLOW HEALTH CARE, INC. OWNS AND OPERATES 3 SKILLED NURSING FACILITIES IN HOWELL COUNTY, MISSOURI: WILLOW CARE NURSING HOME LOCATED IN WILLOW SPRINGS, MO, MTN. VIEW HEALTHCARE LOCATED IN MTN. VIEW, MO, AND BROOKE HAVEN HEALTHCARE LOCATED IN WEST PLAINS, MO. THESE NURSING HOMES PROVIDED 84,552 DAYS OF CARE IN THE THREE FACILITIES THROUGHOUT FISCAL YEAR ENDING 06/30/11. EACH FACILITY OFFERS LONG TERM CARE SERVICES AND OUTPATIENT THERAPY SERVICES TO THE COMMUNITY. SEE SCHEDULE O FOR MORE INFORMATION ABOUT THIS PROGRAM SERVICE. 527403 769525 WILLOW HEALTH CARE, INC. OWNS AND OPERATES 2 ASSISTED LIVING FACILITIES IN HOWELL COUNTY, MISSOURI: WILLOW WEST APARTMENTS LOCATED IN WILLOW SPRINGS, MO, AND PARK PLACE APARTMENTS LOCATED IN MTN. VIEW, MO. THESE ASSISTED LIVING FACILITIES PROVIDED 13,720 DAYS OF CARE IN THE TWO FACILITIES THROUGHOUT FISCAL YEAR ENDING 06/30/11. SEE SCHEDULE O FOR MORE INFORMATION ABOUT THIS PROGRAM SERVICE. 838573 1040531 WILLOW HEALTH CARE, INC. OWNS AND OPERATES A SKILLED HOME HEALTH AND HOME CARE AGENCY SERVING 7 COUNTIES IN SOUTHWEST MISSOURI. THE AGENCY PROVIDED CARE TO 113 HOME HEALTH CLIENTS AND 110 HOME CARE CLIENTS THROUGHOUT FISCAL YEAR ENDING 06/30/11. SEE SCHEDULE O FOR MORE INFORMATION ABOUT THIS PROGRAM SERVICE. 774693 458139 13835652 true false false true false false false true false true false false true true false true false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false true 28 0 true 706 true true true false false false false false false false false false X 7 6 false false true false true true true true true false false true true true true true true true true false X SHERRY MILLER VP OF FINANCE 4174693152 PO BOX 309 WILLOW SPRINGS MO 65793 REV CHARLES W MILLNER 1.0 X X 0 0 0 JAMES E OGDEN 1.0 X X 0 0 0 JIM JOHNSON 1.0 X 0 0 0 LEON WALKER 1.0 X 0 0 0 DEANNA MCNEW 1.0 X 0 0 0 DENNIS K VONALLMEN 1.0 X X 0 0 0 ELQUIN AUALA 1.0 X X 0 0 0 JACK WHITAKER 40.0 X 76885 0 13823 SHERRY MILLER 40.0 X 80021 0 7830 RITA HAFF 40.0 X 78766 0 7652 235672 0 29305 0 false false false AEGIS THERAPY THERAPY SERVICES 1040634 BKD LLP AUDIT/TAX/CONSULTING 124283 2 2581 2581 PATIENT SERVICE 623990 16582356 16582356 MEALS 722210 12790 12790 BAKERY/SODA SHOPS 722210 62634 62634 CATERING 722320 6563 6563 CABLE TB 900099 14570 14570 368145 368145 17047058 4803 4803 0 0 43917 -43917 -43917 -43917 0 0 0 GAIN ON INVOLUNTARY CONVERSION 259047 259047 259047 17269572 17040495 6563 219933 0 0 0 0 264977 264977 180515 180515 7853040 6710580 1142460 0 991249 780487 210762 672147 514036 158111 0 28875 28875 118408 118408 0 0 0 1490919 1408132 82787 28677 28677 295989 97234 198755 84080 84080 0 666069 509388 156681 193927 131581 62346 0 5122 5122 279322 213616 65706 0 586148 448267 137881 144304 144304 BAD DEBT 128382 128382 LICENSES, DUES & SUBSCRIPTIONS 39115 39115 PROVIDER TAX AND FEES 856144 856144 MEDICAL SUPPLIES & DRUGS 1707864 1707864 16615273 13835652 2779621 0 1063692 368058 1008561 1208335 1678015 1886291 122272 136001 331615 306713 15430383 8088282 6121677 7342101 457542 825084 10783374 12072583 1106978 1134679 3400 3800 23838 21371 6024440 6650499 67311 50528 7225967 7860877 X 3557407 4211706 3557407 4211706 10783374 12072583 654299 X false true false X true true X false false false 100 5038 2900 2318 2581 12937 12840632 14321099 15624285 16660471 17040495 76486982 12840732 14326137 15627185 16662789 17043076 76499919 76499919 59185 50952 15305 8065 4803 138310 59185 50952 15305 8065 4803 138310 12899917 14377089 15642490 16670854 17047879 76638229 0.99820 0.99763 0.00181 0.00237 X false false false false false false true 2116 false true 4812 6928 false DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS SCHEDULE C, PART II-B, LINE 1G MEMBERS OF TOP MANAGEMENT ANNUALLY MEET WITH LOCALLY ELECTED MISSOURI SENATORS AND REPRESENTATIVES TO DISCUSS MATTERS AFFECTING THE ORGANIZATION. OTHER LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1I THE ORGANIZATION PAYS ANNUAL DUES TO AHCA AND MHCA. A PORTION OF THESE DUES IS ATTRIBUTABLE TO LOBBYING EXPENSE. false true 0 204655 204655 0 10879690 5968670 4911020 0 2856931 1928239 928692 0 1489107 191373 1297734 7342101 OTHER RECEIVABLES 396801 CERTIFICATE OF NEED LICENSE 401989 DUE FROM THIRD PARTY PAYERS 26294 825084 0 DUE TO THIRD PARTY PAYERS 50528 50528 17269572 16615273 654299 654299 17269572 17269572 17269572 16615273 16615273 16615273 ESCROW ACCOUNT LIABILITY SCHEDULE D, PART IV, LINE 2 THE CORPORATION IS THE TRUSTEE OF $21,371 AND $23,838, AT JUNE 30, 2011 AND 2010, RESPECTIVELY, IN FUNDS RECEIVED ON BEHALF OF VARIOUS RESIDENTS. THE CORPORATION HAS FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION OF THE BANK ACCOUNT AND THE DISTRIBUTION OF THE FUNDS TO RESIDENTS. UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 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. BRAD MILLER SPOUSE OF SHERRY MILLER 86699 EMPLOYEE COMPENSATION false CONNIE FIKTER HALF-SISTER OF RITA HAFF 77525 EMPLOYEE COMPENSATI0N false JULIE OWENS DAUGHTER OF DEANNA MCNEW 16291 EMPLOYEE COMPENSATION false TOTAL NUMBER OF VOLUNTEERS FORM 990, PART I, LINE 6 TOTAL NUMBER OF VOLUNTEERS INCLUDES NON-COMPENSATED MEMBERS OF THE BOARD OF DIRECTORS AND MEMBERS OF THE COMMUNITY WHO VOLUNTEER THEIR TIME TO SERVE RESIDENTS AND PARTICIPATE IN SPECIAL ACTIVITIES, INCLUDING BINGO, DINNERS, ETC. ORGANIZATION MISSION FORM 990, PART III, LINE 1 WILLOW HEALTH CARE, INC. WILL ASSUME A LEADERSHIP ROLE IN PROVIDING A CONTINUUM OF CARE TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY. OUR CONTINUUM OF CARE WILL BE ADAPTED TO SUCCESSFULLY ANTICIPATE CHANGE IN THE HEALTH NEEDS OF THE COMMUNITY. THE RANGE OF SERVICES WILL ENCOMPASS GENERAL AND SPECIALIZED SERVICES PROVIDING: LONG TERM SKILLED NURSING, POST-ACUTE CARE, REHABILITATION (INPATIENT AND OUTPATIENT), HOUSING, WELLNESS, TRANSPORTATION, NUTRITION, INDEPENDENT LIVING AND ASSISTED LIVING. PROGRAM SERVICE DESCRIPTIONS FORM 990, PART III, LINE 4 OUR SKILLED NURSING FACILITIES ARE ACTIVE IN THE COMMUNITIES THEY OPERATE IN. WE PARTICIPATE IN MANY COMMUNITY EVENTS AND OFFER A CONTINUUM OF CARE TO THE COMMUNITY MEMBERS. OUR FACILITIES OFFER EXTENSIVE THERAPY SERVICES INCLUDING AN ACUTE REHAB UNIT AT ONE FACILITY OFFERED TO OUR INPATIENT RESIDENTS. WE ALSO OFFER A FULL RANGE OF OUT PATIENT THERAPY SERVICES, INCLUDING AQUATIC THERAPY SERVICES AT THE INDOOR THERAPY POOL, AT ONE LOCATION. WE HAVE EXCELLENT DIETARY DEPARTMENTS OFFERING A FULL RANGE OF BAKED GOODS AND A SODA SHOP WITH LUNCH OPTIONS FOR OUR RESIDENTS, STAFF AND VISITORS. TWO OF OUR FACILITIES CURRENTLY OFFER LOCKED SPECIAL CARE UNITS WITH SERVICES GEARED TOWARDS MEETING THE SPECIAL NEEDS OF PATIENTS WITH DEMENTIA. WE HAVE MID LEVEL PRACTITIONERS AVAILABLE IN OUR FACILITIES SEVERAL TIMES A WEEK TO ADDRESS CONCERNS OF FAMILIES AND THE NURSING STAFF WITH OUR RESIDENT NEEDS, AS WELL AS PHYSICIANS VISITS MONTHLY. OUR ASSISTED LIVING FACILITIES OFFER APARTMENTS FOR OUR RESIDENTS OFFERING ALL THE AMENITIES OF HOME. DINING SERVICES ARE AVAILABLE AT ALL THREE MEALS, ACTIVITIES ARE PLANNED ON SITE AND OUT IN THE COMMUNITIES, ASSISTANCE WITH MEDICATIONS, AND SECURITY ARE ALL AVAILABLE. THESE FACILITIES OFFER THE INDEPENDENCE OF YOUR OWN APARTMENT, BUT THE SAFETY OF HAVING STAFF AVAILABLE FOR THE THINGS YOU NEED ON A DAILY BASIS. BEAUTY SHOP SERVICES ARE ALSO AVAILABLE ON SITE FOR THE RESIDENTS. THE HOME HEALTH AGENCY IS ACTIVELY INVOLVED IN THE APPROVED COUNTIES OF SERVICE. THE AGENCY PARTICIPATES IN HEALTH FAIRS HELD IN OUR AREA MEETING THE COMMUNITY, OFFERING FREE BLOOD PRESSURE CHECKS AND INFORMATION REGARDING THE OPTIONS OF CARE THEY HAVE AVAILABLE TO PEOPLE IN THEIR HOMES. OUR NURSES, THERAPISTS AND CARE GIVERS TAKE AN ACTIVE ROLE IN MEETING THE NEEDS OF THEIR CLIENTS IN THEIR HOMES. THE AGENCY WORKS WITH THE CLIENT'S PHYSICIANS AND FAMILY MEMBERS TO OFFER TO THE CLIENT THE BEST CARE OPTIONS POSSIBLE FOR THAT CLIENT'S NEEDS, WHILE ALLOWING THEM TO HAVE THE LUXURY OF REMAINING OR RETURNING TO THEIR HOME AFTER A MEDICAL PROCEDURE. SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED TO ALLOW ANY MEMBER OF THE CORPORATION TO SUBMIT ADDITIONAL NOMINATIONS FOR BOARD MEMBERS BY PROVIDING THE NAME AND ADDRESS OF THE NOMINEE TO THE EXECUTIVE DIRECTOR AT LEAST 60 DAYS PRIOR TO THE NEXT SCHEDULE ANNUAL MEETING OF THE CORPORATION. CORPORATE MEMBERSHIP FORM 990, PART VI, SECTION A, LINES 6 & 7 MEMBERSHIPS QUALIFICATIONS: (1) TO MAKE APPLICATION FOR MEMBERSHIP, (2) TO BE INTERESTED IN THE PROVISION OF HEALTH SERVICES, (3) TO BE A CONTRIBUTOR TO THE FUND DRIVE, (4) TO BE APPROVED BY THE BOARD OF DIRECTORS, (5) TO BE OF LEGAL VOTING AGE. MEMBERSHIP FEES: MEMBERSHIP FEES ARE TO BE DETERMINED BY THE BOARD OF DIRECTORS AT THE BEGINNING OF THE FISCAL YEAR. MEMBERSHIP VOTING RIGHTS: EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. ALL MEMBERS VOTE ON THE BOARD OF DIRECTOR MEMBERS AT THE ANNUAL MEMBERSHIP MEETING. 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, A DRAFT VERSION OF FORM 990 IS FIRST REVIEWED BY THE VP OF FINANCE AND THEN PRESENTED TO THE BOARD OF DIRECTORS FOR FULL REVIEW. CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS ANNUALLY REVIEWED WITH THE BOARD AND EACH BOARD MEMBER MUST SIGN THE POLICY NOTING THEIR UNDERSTANDING AND COMPLIANCE WITH SUCH. ANY CONFLICT OF INTEREST IS BROUGHT OUT AT THAT TIME AND A WRITTEN DISCLOSURE IS SIGNED BY THE BOARD MEMBER INVOLVED, WHICH SPECIFICALLY STATES THE NATURE OF THE CONFLICT AND THAT THEY WILL ABSTAIN FROM VOTING ON ANY MATTER RELATED TO THIS CONFLICT. COMPENSATION REVIEW POLICIES FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, COMPENSATION COMPARISONS ARE OBTAINED THROUGH INDUSTRY PUBLICATIONS AND ANNUALLY THE BOARD IS PRESENTED WITH A COMPARISON OF SALARIES BASED ON THIS DATA FOR ALL KEY POSITIONS, INCLUDING THE ORGANIZATION'S EXECUTIVE MANAGEMENT, OTHER OFFICERS AND KEY EMPLOYEES. INDIVIDUAL COMPENSATION LEVELS ARE REVIEWED AND APPROVED BY THE BOARD AS A PART OF THE ANNUAL BUDGET REVIEW AND APPROVAL. THIS APPROVAL IS DOCUMENTED IN THE MINUTES OF THE BOARD. SALARIES OF ALL ADMINISTRATIVE AND MANAGEMENT EMPLOYEES ARE REVIEWED ANNUALLY BY THE EXECUTIVE STAFF. A COMPARISON OF THESE WAGE LEVELS IS MADE WITH INDUSTRY PUBLICATIONS AND ALL ARE PRESENTED TO THE BOARD OF DIRECTORS AND APPROVED AS A PART OF THE ANNUAL BUDGET PROCESS. DOCUMENT DISCLOSURE FORM 990, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.