MOUNTAINCARE INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MOUNTAINCARE INC (EIN 56-2005198)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-15
- IRS object ID
- 201122279349301857
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-15T09:22:42-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1 |
| City | Asheville | City |
| State | NC | State |
| ZIP Code | 28806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562005198 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY CAREPARTNERS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 8282742400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5779 | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28813 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY K DIXON | Name |
| Title | CFO | Title |
| Phone | 8282742400 | Phone |
| Date Signed | 2011-08-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Amy Bibby | Name |
| Phone | 8282542254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GREGORY K DIXON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5779 | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28813 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 65795234 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| All Affiliates Included | 1 | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | WWW.CAREPARTNERS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | HELPING PEOPLE LIVE FULLY THROUGH LIFE'S JOURNEY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1146 | TotalNbrEmployees |
| Total Nbr Volunteers | 600 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1502020 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1613837 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 64756593 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 64022872 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 811730 | InvestmentIncomePriorYear |
| Investment Income Current Year | 158525 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 67070343 | TotalRevenuePriorYear |
| Total Revenue Current Year | 65795234 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 29579 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 22445 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 48905057 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 48353914 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17176199 | OtherExpensePriorYear |
| Other Expenses Current Year | 16795014 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 66110835 | TotalExpensesPriorYear |
| Total Expenses Current Year | 65171373 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 959508 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 623861 | RevenuesLessExpensesCY |
| Total Assets BOY | 22948985 | TotalAssetsBOY |
| Total Assets EOY | 22918653 | TotalAssetsEOY |
| Total Liabilities BOY | 9835434 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9181241 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13113551 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13737412 | NetAssetsOrFundBalancesEOY |
| Mission Description | HELPING PEOPLE LIVE FULLY THROUGH LIFE'S JOURNEY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12659949 | Expense |
| Grants | 22445 | Grants |
| Revenue | 22334719 | Revenue |
| Description | DURING THE PAST YEAR, CAREPARTNERS HAS CONTINUED TO ENHANCE THE SERVICES PROVIDED TO OUR PATIENTS ACROSS WESTERN NORTH CAROLINA. CAREPARTNERS HAS EXPANDED ITS PERFORMANCE IMPROVEMENT PROGRAM USING THE "LEAN" APPROACH TO ADD VALUE TO THE SERVICES WE PROVIDE AND BEGAN IMPLEMENTING THE BALDRIGE PERFORMANCE EXCELLENCE PROGRAM. SPECIFIC SERVICE LINE ACCOMPLISHMENTS INCLUDE THE FOLLOWING:OUTPATIENT THERAPY: THE OUTPATIENT THERAPY PROGRAM, INCLUDING OUR THERAPY SERVICES AND ORTHOTICS & PROSTHETICS PROGRAM, SERVED 5,867 PATIENTS IN THE PAST YEAR. PROGRAM DEVELOPMENT CONTINUED WITH THE UPPER EXTREMITY PROGRAM, AMPUTEE POOL PROGRAM, PLEGIOCEPHALY HELMETS, HEADACHE CLINIC, AND BALANCE & VESTIBULAR SERVICES. SEVERAL THERAPISTS ARE EARNING THEIR ORTHOPEDIC CERTIFICATION SPECIALTY, VESTIBULAR CERTIFICATION AND LYMPHEDEMA CERTIFICATION. THREE THERAPISTS HAVE NEARLY COMPLETED THEIR DOCTORATES IN PHYSICAL THERAPY. FOUR OF OUR FIVE THERAPY CLINICS RECEIVED RECOGNITION FROM FOTO FOR EXCEEDING THE NATIONAL BENCHMARK IN "FUNCTIONAL STATUS CHANGE" FOR THREE CONSECUTIVE QUARTERS. OPERATIONAL PERFORMANCE IMPROVEMENT FOCUSED ON THREE AREAS: 1) CARE DELIVERY FOR THE WHEELCHAIR/SEATING CLINIC; 2) REDUCING NO SHOW/CANCELLATION RATES FOR OP THERAPY; AND 3) IMPROVEMENT OF SPACE AND PROCESSES FOR THE O&P LABORATORY SERVICES. HOW WE USE OUR EXCESS REVENUES:WHILE CAREPARTNERS HAS A MINIMAL SURPLUS OF FUNDS MOST YEARS, EVERY DOLLAR IS REINVESTED IN THE ORGANIZATION TO CONTINUALLY IMPROVE THE QUALITY OF OUR SERVICES AND MEET THE COMMUNITY'S NEEDS. DURING THE PAST YEAR, THESE FUNDS HAVE BEEN USED TO PURCHASE A NEW ELECTRONIC MEDICAL RECORD SYSTEM FOR OUR HOME HEALTH, HOSPICE, PALLIATIVE CARE AND PRIVATE DUTY PROGRAMS THAT WILL ENHANCE SERVICES TO OUR PATIENTS. IN ADDITION, NEW INPATIENT AND OUTPATIENT THERAPY EQUIPMENT WAS PURCHASED, ALONG WITH UPGRADES OF OUR FACILITIES. ANY EXCESS FUNDS ARE USED TO ENHANCE EXISTING SERVICES AND EXPAND SERVICES TO SERVE UNMET NEEDS IN THE COMMUNITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14365406 | Expense |
| Revenue | 14365399 | Revenue |
| Description | REHABILITATION HOSPITAL: OUR PATIENT CASELOAD GREW OVER THE YEAR, WITH A TOTAL OF 1,147 ADMISSIONS TO THE REHAB HOSPITAL. PATIENT SATISFACTION CONTINUED TO IMPROVE WITH THE HOSPITAL SCORING IN THE 98TH PERCENTILE OF ALL OTHER INPATIENT REHAB HOSPITALS FOR THE LIKELIHOOD TO RECOMMEND OUR FACILITY TO OTHERS. THE REHAB HOSPITAL ALSO EXPANDED ITS PHYSICIAN STAFF BY EMPLOYING AN EXPERIENCED PHYSIATRIST TO SERVE OUR PATIENTS. NEW MEDICARE REGULATIONS THAT BECAME EFFECTIVE JANUARY 1ST REQUIRED THE HOSPITAL TO ADOPT AND IMPLEMENT NEW PROCESSES AND PROCEDURES FOR ADMISSION OF PATIENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10753646 | Expense |
| Revenue | 10753669 | Revenue |
| Description | HOSPICE: TO PROVIDE A SEAMLESS CONTINUUM OF CARE TO OUR PATIENTS, WE CONTINUED THE INTEGRATION OF OUR HOSPICE, PALLIATIVE CARE, PRIVATE DUTY AND HOME HEALTH SERVICES THIS YEAR. A SIGNIFICANT STEP TO INTEGRATION IS THE MIGRATION TO ONE ELECTRONIC HEALTH INFORMATION RECORD, AND THIS YEAR HOSPICE MOVED TO THE NEW CERNER SOFTWARE. THIS ELECTRONIC SYSTEM SUPPORTS AND COORDINATES CARE AS PATIENTS MOVE BETWEEN LEVELS OF CARE BASED ON THEIR NEED. ADDITIONAL CHANGES WERE MADE TO THE PATIENT SUPPLY CHAIN, AND STAFF NOW USE AN INTERNET ORDERING SYSTEM WITH SUPPLIES DELIVERED DIRECTLY TO PATIENTS' HOMES. THIS PROGRAM ALLOWS FOR MORE NURSING TIME FOR CLINICAL CARE, WHILE SUPPLIES ARE DELIVERED TO PATIENTS AS NEEDED. THE HOSPICE LEADERSHIP STRUCTURE WAS REFRAMED, AND CLINICAL SUPERVISORS AND WORK LEADERS ARE NOW ALIGNED WITH GEOGRAPHIC AREAS AND INTERDISCIPLINARY GROUPS.PALLIATIVE CARE: OUR PALLIATIVE CARE SERVICES EXPANDED IN SEVERAL DELIVERY SITES. WE CONTINUED TO PROVIDE HOSPITAL-BASED CARE AND NURSING HOME CARE, WHILE EXTENDING TO HOMES AND CLINIC SERVICES. WE MOVED OUR PROGRAM TO USE THE CERNER ELECTRONIC MEDICAL RECORD, ANOTHER LINK IN AN EFFORT TO INTEGRATE OUR SERVICES AND PATIENT INFORMATION. OUR MEDICAL STAFF PROVIDED THE BACKBONE FOR A MEDICAL ETHICS WORKSHOP OFFERED AT THE MOUNTAIN AREA HEALTH EDUCATION CENTER. THIS PROGRAM EXPANDS THE AWARENESS OF END OF LIFE GOAL DISCUSSION WITH OUR REGIONAL MEDICAL STAFF. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16361647 | Expense |
| Revenue | 16361630 | Revenue |
| Description | HOME HEALTH: WESTERN NORTH CAROLINA HAS ONE OF THE FASTEST GROWING ELDERLY POPULATIONS IN THE COUNTRY, AND OUR HOME HEALTH PROGRAM CONTINUES TO GROW TO MEET THE DEMAND. DURING THE PAST YEAR, THE PROGRAM SERVED 6,040 PATIENTS WITH AN AVERAGE DAILY CENSUS OF OVER 1,300 PATIENTS. THE PROGRAM WAS RECOGNIZED BY OCS HOMECARE AND DECISIONHEALTH AS ONE OF THE TOP 25% OF HOME HEALTH AGENCIES BASED ON AN ANALYSIS OF QUALITY OUTCOMES, QUALITY IMPROVEMENT AND FINANCIAL PERFORMANCE. THE HOME HEALTH PROGRAM CONTINUES TO ENHANCE THE CHRONIC PATIENT PROGRAM. SEVERAL STAFF RECEIVED CHRONIC CARE CERTIFICATION AND SHARED "HEALTH COACHING" TECHNIQUES WITH OUR PRIMARY PRACTITIONERS. THE ATTENTION TO OUR CHRONIC POPULATION HAS DECREASED OUR RE-HOSPITALIZATION RATE TO 23% AS COMPARED TO THE STATE AND NATIONAL AVERAGE OF 30%. THE HOME HEALTH STAFF TRANSITIONED TO AN INTERNET ORDERING SYSTEM WITH SUPPLIES DELIVERED DIRECTLY TO PATIENTS' HOMES, WHICH IS ANOTHER STEP IN THE INTEGRATION OF OUR HOME HEALTH AND HOSPICE PROCESSES. ADULT DAY: ADULT DAY SERVICES CONTINUED TO BE CERTIFIED TO SERVE 70 PARTICIPANTS PER DAY AND MAINTAINED A FULL CENSUS. DUE TO THE GROWING DEMAND, A DAY RESPITE SERVICE WAS INITIATED TO SERVE A SMALL GROUP OF PARTICIPANTS WHO ARE ABLE TO FUNCTION INDEPENDENTLY AND DO NOT REQUIRE ANY NURSING OVERSIGHT FOR HEALTH CARE NEEDS. ADULT DAY STAFF PARTICIPATED IN AN EXTENSIVE PERSON CENTERED CARE TRAINING, WHICH TOOK THEM TO THE NEXT STEP IN PROVIDING SUCH CARE. TWO ADULT DAY STAFF MEMBERS PRESENTED THE NEW CAFE APPROACH TO DINING AT THE NATIONAL ADULT DAY SERVICES ASSOCIATION CONFERENCE. FOLLOWING THE CONFERENCE, MEMBERS FROM OTHER CENTERS IN NORTH CAROLINA TRAVELED TO TOUR OUR CENTER AND OBSERVE THE TECHNIQUES USED TO IMPLEMENT THE CAFE DINING.PRIVATE DUTY: 223 PATIENTS WERE SERVED BY NURSES, CERTIFIED NURSE ASSISTANTS AND COMPANIONS THIS PAST YEAR THROUGH OUR PRIVATE DUTY PROGRAM. TO MEET PATIENT NEEDS, THE PROGRAM NOW PROVIDES 24/7 ON CALL SCHEDULING AND NURSING SUPERVISION, AND OFFERS AN IN-HOME ASSESSMENT AT NO CHARGE TO PATIENTS. THE PROGRAM IMPLEMENTED A NEW COMPUTER SYSTEM TO RECORD STAFF TIME AND DOCUMENT SERVICES PROVIDED, WHICH REQUIRED THE TRAINING OF ALL STAFF IN THE CERNER AND CAREWATCH SYSTEMS. PRIVATE DUTY ALSO BEGAN TRAINING CNAS TO CARE FOR PATIENTS WHO ARE APPROACHING END OF LIFE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 16361647 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 16361630 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 54140648 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 31 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1146 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY K DIXON CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8282742400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 SWEETEN CREEK ROAD | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28803 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| DENNIS KING EDD | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| CHARLES C CAMPBELL | ||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| ROBBY RUSSELL | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| JEFF GOULD | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| JAMES H ROBISON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| KERRY A FRIEDMAN | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | 0 | 0 | 0 | |||
| HARRY G BURTON MD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DAVID L CAPPIELLO MD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN W CARROLL | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| KELLIE CONDRA MD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| STEVEN COVERT | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CECIL T DURHAM MD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LARRY HARRIS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| PATSY KEEVER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| CHARLES PINE | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOHN M QUIGLEY | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JOEL B ROSENBERG MD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| KATHERINE E VOLATILE MD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| BRUCE GOFORTH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| TRACY BUCHANAN | ||||||||
| PRESIDENT & CEO | 40.00 | X | 215263 | 0 | 88124 | |||
| GARY BOWERS | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | X | 157105 | 0 | 42660 | |||
| DIANN BOLICK | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 140606 | 0 | 56654 | |||
| JOHN LANGLOIS | ||||||||
| MD | 40.00 | 173110 | 0 | 15588 | X | |||
| JEFFREY STILLSON | ||||||||
| MD | 32.00 | 160519 | 0 | 10851 | X | |||
| ANDREW KAMELL | ||||||||
| MD | 40.00 | 145504 | 0 | 12059 | X | |||
| ROBERT KENT BALLARD | ||||||||
| DR. ORTHOTICS & PROSTHETICS | 40.00 | 156975 | 0 | 13084 | X | |||
| PAMELA TIDWELL | ||||||||
| EXECUTIVE DIRECTOR HOME CARE | 40.00 | 123156 | 0 | 44092 | X | |||
| JOHN E LAWRENCE JR MD | ||||||||
| BOARD MEMBER | 1.00 | 0 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1272238 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 283112 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MISSION HOSPITAL - SUPPORT SERV | |||||
| 400 RIDGEFIELD COURT SUITE 100 | ASHEVILLE | NC | 28806 | HEALTHCARE PROFESSIONALS | 353784 |
| STAT NURSING | |||||
| 70 WOODFIN PLACE | ASHEVILLE | NC | 28801 | HEALTHCARE PROFESSIONALS | 239680 |
| BLUE RIDGE REGIONAL HOSPITAL | |||||
| PO DRAWER 9 | SPRUCE PINE | NC | 28777 | HEALTHCARE PROFESSIONALS | 194383 |
| H&M CONSTRUCTORS | |||||
| PO BOX 536767 | ATLANTA | GA | 30353 | CONSTRUCTION | 180442 |
| COMPREHENSIVE REHAB CARE PHYSICIANS | |||||
| 68 SWEETEN CREEK RD | ASHEVILLE | NC | 28803 | PHYSICIANS | 174757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Federated Campaigns | 181955 | FederatedCampaigns |
| Government Grants | 143876 | GovernmentGrants |
| All Other Contributions | 1288006 | AllOtherContributions |
| Total Contributions | 1613837 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| PROGRAM SERVICE FEES | 621110 | 62707474 | 62707474 | |
| OTHER OPERATING INCOME | 621110 | 963019 | 963019 | |
| CAFETERIA & VENDING | 722210 | 207455 | $207,455 | |
| INVESTMENT IN ASH HOSP | 621110 | 144924 | 144924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 64022872 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 150664 | TotalRevenueColumn |
| Exclusion | $150,664 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7861 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7861 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7861 | TotalRevenueColumn |
| Exclusion | $7,861 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65795234 | TotalRevenueColumn |
| Related Or Exempt Function Income | 63815417 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $365,980 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10483 | Total |
| Program Services | 10483 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11962 | Total |
| Program Services | 11962 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 700414 | Total |
| Management And General | 700414 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38798516 | Total |
| Program Services | 32515944 | ProgramServices |
| Management And General | 6282572 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5786645 | Total |
| Program Services | 4760001 | ProgramServices |
| Management And General | 1026644 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3068339 | Total |
| Program Services | 2523966 | ProgramServices |
| Management And General | 544373 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32908 | Total |
| Management And General | 32908 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46893 | Total |
| Management And General | 46893 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4684668 | Total |
| Program Services | 4481029 | ProgramServices |
| Management And General | 203639 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221495 | Total |
| Program Services | 17146 | ProgramServices |
| Management And General | 204349 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5273015 | Total |
| Program Services | 4395186 | ProgramServices |
| Management And General | 877829 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3341794 | Total |
| Program Services | 3038164 | ProgramServices |
| Management And General | 303630 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902199 | Total |
| Program Services | 865694 | ProgramServices |
| Management And General | 36505 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3523 | Total |
| Program Services | 3296 | ProgramServices |
| Management And General | 227 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83748 | Total |
| Management And General | 83748 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1202124 | Total |
| Program Services | 1202124 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 630761 | Total |
| Management And General | 630761 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBT | 294149 | 294149 | |
| MISCELLANEOUS | 77737 | 21504 | 56233 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65171373 | Total |
| Program Services | 54140648 | ProgramServices |
| Management And General | 11030725 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150 | BOY |
| EOY | 1450 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3385706 | BOY |
| EOY | 4065119 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9067330 | BOY |
| EOY | 8986526 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 378426 | BOY |
| EOY | 461507 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363680 | BOY |
| EOY | 507924 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18837938 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12453699 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6386474 | BOY |
| EOY | 6384239 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1836251 | BOY |
| EOY | 1014106 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 876090 | BOY |
| EOY | 1021014 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 653878 | BOY |
| EOY | 476768 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22948985 | BOY |
| EOY | 22918653 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8768112 | BOY |
| EOY | 8246883 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 884000 | BOY |
| EOY | 707204 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183322 | BOY |
| EOY | 227154 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9835434 | BOY |
| EOY | 9181241 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12810802 | BOY |
| EOY | 13428598 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 302749 | BOY |
| EOY | 308814 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13113551 | BOY |
| EOY | 13737412 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22948985 | BOY |
| EOY | 22918653 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 805474 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1053192 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1874859 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1502020 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1613837 | CurrentTaxYear |
| Total | 6849382 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 55116913 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 59771628 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 64206169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 64539011 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63815417 | CurrentTaxYear |
| Total | 307449138 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 188247 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 187311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 221991 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 217582 | CurrentTaxYearMinus1Year |
| Current Tax Year | 207455 | CurrentTaxYear |
| Total | 1022586 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56110634 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 61012131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 66303019 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66258613 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65636709 | CurrentTaxYear |
| Total | 315321106 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 315321106 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1225047 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1163641 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1017466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 811730 | CurrentTaxYearMinus1Year |
| Current Tax Year | 150664 | CurrentTaxYear |
| Total | 4368548 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1225047 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1163641 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1017466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 811730 | CurrentTaxYearMinus1Year |
| Current Tax Year | 150664 | CurrentTaxYear |
| Total | 4368548 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 57335681 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62175772 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67320485 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 67070343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 65787373 | CurrentTaxYear |
| Total | 319689654 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98630 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98170 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01830 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8511158 | OtherCostOrOtherBasis |
| Depreciation | 4687674 | Depreciation |
| Book Value | 3823484 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9636194 | OtherCostOrOtherBasis |
| Depreciation | 7141862 | Depreciation |
| Book Value | 2494332 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 690586 | OtherCostOrOtherBasis |
| Depreciation | 624163 | Depreciation |
| Book Value | 66423 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6384239 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS | Description |
| Amount | $227,154 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 227154 | TotalOfAmounts |
| Total Revenue | 65795234 | TotalRevenue |
| Total Expenses | 65171373 | TotalExpenses |
| Excess Or Deficit For Year | 623861 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 623861 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 66901433 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 1106199 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1106199 | RevenueNotRptdF990 |
| Revenue Subtotal | 65795234 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 65795234 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 66277572 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1106199 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 1106199 | ExpensesNotRptdF990 |
| Expenses Subtotal | 65171373 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 65171373 | TotalExpensesPerForm990 |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent150 | X | Pcent150 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent300 | X | Pcent300 |
| Free Disc Care Medically Indigent | 0 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 248031 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 248031 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00380 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7023512 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 5288360 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1735152 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02670 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 538393 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 538393 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00830 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 7809936 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 5288360 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 2521576 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03880 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 91570 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3163 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 88407 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00140 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2577296 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1714349 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 862947 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01330 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 26275 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 26275 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2695141 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1717512 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 977629 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01510 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 10505077 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 7005872 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3499205 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05390 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 9 | NumberOfActivitiesOrPrograms |
| Persons Served | 2934 | PersonsServed |
| Total Community Building Expense | 11829 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 11829 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 9 | NumberOfActivitiesOrPrograms |
| Persons Served | 2934 | PersonsServed |
| Total Community Building Expense | 11829 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 11829 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $214,912 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 39299139 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 38682559 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 616580 | MedicareSurplusOrShortfall |
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
Form990 Schedule H Part V Form990ScheduleHPartV (7 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | OtherOther |
|---|---|---|---|---|---|
| COMMUNITY CAREPARTNERS INC | |||||
| 68 SWEETEN CREEK RD | ASHEVILLE | NC | 28803 | X | REHAB, OUTPATIENT, HOSPICE |
| CAREPARTNERS OUTPATIENT NORTH CLINIC | |||||
| 204 STONE RIDGE BLVD | ASHEVILLE | NC | 28804 | OUTPATIENT SERVICES | |
| CAREPARTNERS OUTPATIENT SOUTH CLINIC | |||||
| 3 TOWN SQUARE BLVD | ASHEVILLE | NC | 28803 | OUTPATIENT SERVICES | |
| CAREPARTNERS OUTPATIENT EAST CLINIC | |||||
| 2358 US HWY 70 | SWANNANOA | NC | 28778 | OUTPATIENT SERVICES | |
| CAREPARTNERS OUTPATIENT WEST CLINIC | |||||
| 1390 SAND HILL RD SUITE 1 | CANLER | NC | 28715 | OUTPATIENT SERVICES | |
| ORTHOTICS & PROSTHETICS CLININC - ASH | |||||
| 639 BILTMORE AVE | ASHEVILLE | NC | 28801 | ORTHOTICS & PROSTHETICS | |
| ORTHOTICS & PROSTHETICS CLININC - HVL | |||||
| 2 S BROWN CT | HENDERSONVILLE | NC | 28791 | ORTHOTICS & PROSTHETICS | |
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Income Based Criteria | Part I, Line 3c: PATIENTS THAT MEET THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES FEDERAL POVERTY AND THE INDIGENT CARE POLICY GUIDELINES WILL BE APPROVED FOR A DISCOUNT BASED ON A SLIDING SCALE (ATTACHED) RANGING FROM 25% TO 100% OF CHARGES. FEDERAL POVERTY GUIDELINES ARE UPDATED ANNUALLY AND PUBLISHED IN THE FEDERAL REGISTER. | IncomeBasedCriteria |
| Costing Method Used | Part I, Line 7: WORKSHEET 2 OF THE 2009 SCHEDULE H INSTRUCTIONS WAS USED TO DERIVE A COST-TO-CHARGES RATIO THAT THE ORGANIZATION USED TO COMPUTE COMMUNITY BENEFIT EXPENSES AT COST FOR LINES 7(A) AND 7(B). | CostingMethodUsed |
| Subsidized Health Services Expln | Part I, Line 7g: AMOUNTS ON LINE 7(G) INCLUDE EXPENSES AND OFFSETTING REVENUES FOR ADULT DAY SERVICES AND A PALLIATIVE CARE PROGRAM. | SubsidizedHealthServicesExpln |
| Percent Of Total Expense Expln | Part I, Line 7f: THE AMOUNT OF TOTAL EXPENSE ON FORM 990, PART XI, LINE 25 CONTAINS A BAD DEBT EXPENSE OF $294,149 THAT HAS BEEN REMOVED FOR PURPOSES OF CALCULATING LINE 7, COLUMN (F). | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | Part III, Line 4: THERE IS NO FOOTNOTE ADDRESSING BAD DEBT IN THE ORGANIZATION'S FINANCIAL STATEMENTS.THE ANDI METHODOLOGY, WHICH USED A FACILITY-WIDE RATIO OF COST TO CHARGES AS DESCRIBED IN 2010 NCHA COMMUNITY BENEFITS GUIDELINES, IS USED TO DETERMINE THE BAD DEBT EXPENSE. | BadDebtFootnote |
| Debt Collection Policy | Part III, Line 9b: PATIENTS WHO ARE KNOWN TO QUALIFY FOR A SLIDING SCALE DISCOUNT ARE GIVEN A DISCOUNT OF BETWEEN 100% AND 15% BASED ON FINANCIAL NEED. THE NORMAL COLLECTION PROCEDURES ARE FOLLOWED FOR THE REMAINING BALANCE. | DebtCollectionPolicy |
| General Explanation | THERE ARE SOME SERVICES CAREPARTNERS OFFERS THAT ARE PATIENTS RESPONSIBILITY AS SELF-PAY AND NOT ELIGIBLE FOR FINANCIAL ASSISTANCE. THESE SERVICES INCLUDE BUT ARE NOT LIMITED TO: ADULT DAY SERVICES, PRIVATE DUTY NURSING SERVICES, DRIVING EVALUATIONS, LASER THERAPY, CONSTRAINT INDUCED THERAPY, FCE, MASSAGE THERAPY, WELLNESS PROGRAM, AND WALK AIDS. SERVICES EXCLUDED FROM MEDICARE OR MEDICAID BENEFIT COVERAGE WOULD REMAIN THE PATIENTS SELF-PAY RESPONSIBILITY AND WOULD NOT BE ELIGIBLE FOR FINANCIAL ASSISTANCE OR SELF PAY DISCOUNT. HOWEVER, HOSPICE TRANSITIONAL CARE IS ELIGIBLE FOR FINANCIAL ASSISTANCE. HOSPICE TRANSITIONAL CARE IS NOT ELIGIBLE FOR THE SELF-PAY DISCOUNT.INPATIENT REHABILITATION, OUTPATIENT REHABILITATION, AND HOME HEALTH SERVICESPATIENTS THAT HAVE COMPLETED AND SUBMITTED A MEDICAID APPLICATION (MEDICAID PENDING) AND OTHERS WITH NO MEANS OF PAYMENT MUST COMPLETE THE FINANCIAL ASSISTANCE FORM AND PROVIDE REQUESTED SUPPORTING FINANCIAL DOCUMENTATION. PATIENTS MUST BE INFORMED OF THE POSSIBILITY OF SELF-PAY RESPONSIBILITY FOR ALL OR A PORTION OF THE CHARGES FOR SERVICES RENDERED. HOSPICE SERVICESPATIENTS THAT REQUEST FINANCIAL ASSISTANCE MUST COMPLETE THE FINANCIAL ASSISTANCE FORM. IF A PAYMENT PLAN IS REQUESTED, THE PATIENT MUST MAKE ARRANGEMENTS WITH THE FINANCIAL COUNSELOR. MEDICAID APPROVED PATIENTS IN NEED OF TRANSITIONAL CARE IN SOLACE WILL NEED TO MEET WITH FINANCIAL COUNSELOR TO DETERMINE ROOM AND BOARD CHARGE. ANY UNPAID BALANCE WHICH HAD BEEN DETERMINED TO BE THE PATIENTS RESPONSIBILITY WILL BE SUBMITTED TO THE PATIENTS ESTATE. | GeneralExplanation |
| Needs Assessment | Part VI, Line 2: CAREPARTNERS IS UNIQUE IN THAT WE HAVE VERY CLOSE RELATIONSHIPS WITH MISSION HOSPITAL (THE REGIONAL HOSPITAL IN WNC), LONG TERM CARE FACILITIES, REGIONAL HOSPITALS AND PHYSICIAN PRACTICES. WE HAVE STAFF WHO ARE IN CONSTANT COMMUNICATION WITH THESE ORGANIZATIONS TO LEARN ABOUT THE NEEDS OF THEIR PATIENTS. OUR CLINICAL SERVICES COMMITTEE IS COMPRISED OF LOCAL PHYSICIANS AND HEALTHCARE PROVIDERS FROM THROUGHOUT THE WNC REGION. THEY ARE CHARGED WITH IDENTIFYING UNMET HEALTHCARE NEEDS AND CREATING GOALS TO MEET THESE NEEDS. DURING OUR STRATEGIC PLANNING PROCESS, CAREPARTNERS SENIOR LEADERSHIP ANALYZES THE ENVIRONMENT AND SEEKS THE INPUT OF STAKEHOLDERS WITHIN THE ORGANIZATION AND COMMUNITY. INTERVIEWS WITH MORE THAN 50 COMMUNITY AND HEALTHCARE LEADERS WERE CONDUCTED AND THE RESULTS WERE ANALYZED AND WOVEN INTO ACTION. | NeedsAssessment |
| Patient Education Assistance | Part VI, Line 3: WHEN PATIENTS ARE PREPARING FOR DISCHARGE FROM THE ACUTE CARE ORGANIZATION, THE DISCHARGE PLANNER WILL NOTIFY THE LIASIONS IF THE PATIENTS HAVE NO PAYER SOURCE. THE LIASIONS ASSESS THE PATIENTS' ABILITY TO COMMUNICATE AND UNDERSTAND FINANCIAL INFORMATION AND THEY NOTIFY THE FINANCIAL COUNSELOR. SHE WILL WORK WITH THE PATIENT AND/OR THE FAMILY MEMBER TO GATHER THE FINANCIAL INFORMATION AND EDUCATE THEM ON THE ASSISTANCE AVAILABLE, INCLUDING MEDICAID, VOCATIONAL REHABILITATION, PROJECT ACCESS, AND THE CHARITY CARE PROVIDED BY CAREPARTNERS HEALTH SERVICES. ONCE THE FINANCIAL COUNSELOR HAS GATHERED ALL OF THE REQUIRED DOCUMENTS THEY ARE FORWARDED TO MEDICAID OR ANY PROGRAMS FOR WHICH THE PATIENT MAY QUALIFY. ALL OFFICES HAVE SIGNS UP IN BOTH ENGLISH AND SPANISH INFORMING PATIENTS THAT ASSISTANCE IS AVAILABLE. INTERPRETERS ARE PROVIDED WHERE NECESSARY. THERE ARE DEDICATED STAFF AVAILABLE TO ASSIST PATIENTS IN THIS MANNER. CAREPARTNERS FOLLOWS THE MEDICAID GUIDLEINES ON WHAT DOCUMENTS AND INFORMATION WE COLLECT. THE CHARITY ASSISTANCE WILL RANGE FROM 100% FREE CARE TO A 15% DISCOUNT DEPENDING ON THE FINANCIAL NEED. | PatientEducationAssistance |
| Community Information | Part VI, Line 4: CAREPARTNERS HEALTH SERVICES IS THE ONLY POST-ACUTE CONTINUUM IN WNC. MOST OF OUR SERVICES ARE PROVIDED IN BUNCOMBE, HENDERSON AND HAYWOOD COUNTY (WHERE WE HAVE OFFICES) BUT WE ALSO REACH MORE RURAL COMMUNITIES LIKE MITCHELL, YANCEY, TRANSYLVANIA AND MADISON. MEDIAN HOUSEHOLD INCOME FOR BUNCOMBE COUNTY IS $44,099 AS COMPARED TO $38,840 IN MADISON COUNTY. POPULATION GROWTH THAT HAS OCCURRED IN THE WNC REGION IS GENERALLY CONFINED TO THOSE OVER AGE 64. UNLIKE MANY AREAS, THIS GROWTH IS CHARACTERIZED NOT BY A NATURALLY-AGING NATIVE POPULATION BUT BY A TREMENDOUS INFLUX OF NON-NATIVE RETIREES. CAREPARTNERS SERVES A HIGHER PERCENTAGE OF OLDER ADULTS DUE TO THE NATURE OF OUR SERVICES - HOME HEALTH, HOSPICE, REHABILITATION HOSPITAL. WE DO SERVE YOUNGER POPULATIONS BUT AS A WHOLE, OUR TYPICAL PATIENT IS 45 YEARS OR OLDER. OUR LARGEST PAYOR IS MEDICARE. WNC HAS HISTORICALLY HAD A SMALL PERCENTAGE OF AFRICAN- AMERICAN RESIDENTS WHEN COMPARED TO THE STATE OVERALL AND THIS TREND SHOWS NO SIGNS OF CHANGING. HISPANICS, HOWEVER, HAVE QUINTUPLED THEIR PRESENCE IN THE AREA SINCE 1990 AND ARE ON TRACK TO MAINTAIN INCREASES IN THEIR REPRESENTATION OVER THE NEXT TWO DECADES. THE UNEMPLOYMENT RATE IN THE WNC REGION HAS DECREASED OVER THE PAST YEAR. | CommunityInformation |
| Other Information | Part VI, Line 6: CAREPARTNERS HEALTH SERVICES HAS BEEN AN INTEGRAL PART OF THE WNC COMMUNITY SINCE ITS FOUNDING IN 1939. ALTHOUGH OUR TYPE OF CARE HAS CHANGED THROUGH THE YEARS, THE LEVEL OF CARE WE PROVIDE CONTINUES TO STRIVE FOR EXCELLENCE. WE ARE BEDROCK TO THIS COMMUNITY BY PROVIDING MORE THAN JUST GREAT POST-ACUTE SERVICES. WE FOSTER GOOD HEALTH AND NUTRITION BY SPONSORING BOTH MALL WALKER PROGRAMS AT THE LOCAL MALLS. TWICE A YEAR WE HOST AN 8 WEEK COMPREHENSIVE EDUCATIONAL SERIES OPEN TO THE COMMUNITY. TOPICS RANGE FROM AGING IN PLACE TO NUTRITION TO HOW TO CREATE YOUR WILL. WE HOST NUMEROUS SUPPORT GROUPS ON OUR CAMPUS EACH MONTH AND ARE INVOLVED IN COMMUNITY-WIDE HEALTH FAIRS. STAFF PARTICIPATE IN LOCAL AGING CONSORTIUMS AND ARE LEADERS OF AGING ISSUES SUCH AS FALLS PREVENTION AND CHRONIC ILLNESSES. ALL OF OUR COMMUNITY ACTIVITIES FOCUS ON DISEASE PREVENTION AND MANAGEMENT AS WELL AS CONNECTING THE LARGER COMMUNITY TO RESOURCES WITHIN CAREPARTNERS AND ACROSS WNC.ANY SURPLUS OF FUNDS IS RETURNED TO THE COMMUNITY THROUGH IMPROVING THE QUALITY OF PATIENT CARE OR EXPANDING TYPES OF CARE THAT ARE PROVIDED TO REACH MORE PATIENTS. | OtherInformation |
| Reports Filed With States | NC | ReportsFiledWithStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBL & ASSOCIATES MANAGEMENT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 S TUNNEL ROAD | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28805 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 521721160 | EINOfRecipient |
| Amount Of Cash Grant | 5000 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Purpose Of Grant | SPONSORSHIP | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 8 | NumberOfRecipients |
| Amount Of Cash Grant | 11962 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: THE ORGANIZATION REQUIRES THAT POTENTIAL GRANT RECIPIENTS INDICATE HOW THE FUNDS WILL BE USED IN ORDER TO ENSURE THAT THE USE OF THE FUNDS WILL BE USED PROPERLY AND IN ACCORDANCE WITH THE ORGANIZATION'S EXEMPT PURPOSE. THE ORGANIZATION ALSO TOURS THE FACILITIES OF A POTENTIAL RECIPIENT TO GAIN A THOROUGH UNDERSTANDING OF THEIR OPERATIONS. AFTER A GRANT IS AWARDED, THE ORGANIZATION MEETS WITH THE MANAGMENT OF THE RECIPIENT ORGANIZATION TO REVIEW HOW THE FUNDS ARE BEING USED. A REPORT IS GIVEN TO THE BOARD OF DIRECTORS RELATED TO THESE FINDINGS. ON OCCASIONS THE GRANT RECIPIENT WILL ALSO PRESENT THEIR OUTCOMES DIRECTLY TO THE BOARD OF DIRECTORS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRACY BUCHANAN | |||||||||||||
| 169283 | 0 | 27813 | 0 | 18167 | 0 | 71083 | 0 | 17041 | 0 | 303387 | 0 | 0 | 0 |
| GARY BOWERS | |||||||||||||
| 136859 | 0 | 20246 | 0 | 0 | 0 | 36050 | 0 | 6610 | 0 | 199765 | 0 | 0 | 0 |
| DIANN BOLICK | |||||||||||||
| 124599 | 0 | 16007 | 0 | 0 | 0 | 39553 | 0 | 17101 | 0 | 197260 | 0 | 0 | 0 |
| JOHN LANGLOIS | |||||||||||||
| 168699 | 0 | 4411 | 0 | 0 | 0 | 0 | 0 | 15588 | 0 | 188698 | 0 | 0 | 0 |
| JEFFREY STILLSON | |||||||||||||
| 156225 | 0 | 4294 | 0 | 0 | 0 | 0 | 0 | 10851 | 0 | 171370 | 0 | 0 | 0 |
| ANDREW KAMELL | |||||||||||||
| 134999 | 0 | 0 | 0 | 10505 | 0 | 0 | 0 | 12059 | 0 | 157563 | 0 | 0 | 0 |
| ROBERT KENT BALLARD | |||||||||||||
| 110597 | 0 | 42152 | 0 | 4226 | 0 | 0 | 0 | 13084 | 0 | 170059 | 0 | 0 | 0 |
| PAMELA TIDWELL | |||||||||||||
| 106692 | 0 | 14760 | 0 | 1704 | 0 | 28033 | 0 | 16059 | 0 | 167248 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | THE ORGANIZAION PROVIDED TAX GROSS-UPS FOR THE VEHICLE PROVIDED TO THE CEO AND FOR A WELLNESS INCENTIVE BONUS PROVIDED TO THE COO. THESE ITEMS WERE INCLUDED IN THE RECIPIENTS' INCOME. |
| Part I, Line 4b: | TRACY BUCHANAN - 37,800 GARY BOWERS - 35,562 DIANN BOLICK - 19,216 PAMELA TIDWELL - 11,812 |
| Part I, Line 6 | THE ORGANIZATION HAS A PAY FOR PERFORMANCE (PFP) PLAN. GOALS INCLUDED OVERALL PROFIT MARGIN AND OVERALL PERFORMANCE INDEX SCORE. PFP PAYMENTS ARE BASED ON GOALS ESTABLISHED AND APPROVED BY THE BOARD IN ADVANCE OF THE BEGINNING OF EACH YEAR. THE AMOUNT OF THIS POSSIBLE PAYMENT IS CONSIDERED IN THE DETERMINATION OF THE APPROPRIATE COMPENSATION FOR EACH POSITION. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NANCY BOWERS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | WIFE OF GARY BOWERS, COO | Relationship |
| Amount Of Transaction | 48723 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE 990 WAS PRESENTED TO AND REVIEWED BY THE EXECUTIVE COMMITTEE AT THE APRIL MEETING. A DISCUSSION, AND QUESTION & ANSWER PERIOD WAS HELD AFTER WHICH TIME THE COMMITTEE VOTED TO APPROVE THE FORM 990 AS PRESENTED. ALSO, COPIES OF THE 990 WERE GIVEN TO EACH VOTING BOARD MEMBER PRIOR TO FILING THE FORM WITH THE IRS AND WERE GIVEN AN OPPORTUNITY TO ASK QUESTIONS. |
| Form 990, Part VI, Section B, line 12c | A CONFLICT OF INTEREST DISCLOSURE IS SENT TO EACH NEW BOARD AND/OR GOVERNANCE COMMITTEE MEMBER AND TO ALL BOARD MEMBERS ON AN ANNUAL BASIS. THIS INFORMATION IS SUPPLIED BY EACH BOARD AND/OR GOVERNANCE COMMITTEE MEMBER, SIGNED AND DATED, AND RETURNED TO THE PRESIDENT'S OFFICE FOR THE CORPORATION'S PERMANENT FILES. |
| Form 990, Part VI, Section B, line 15 | THE CAREPARTNERS COMPENSATION PROGRAM IS DESIGNED TO ENSURE THAT ALL STAFF ARE PAID EQUITABLY. THE PLAN HAS THREE COMPONENTS: BASE COMPENSATION, PERFORMANCE BONUS (PAY FOR PERFORMANCE), AND ORGANIZATIONAL AWARD. BASE COMPENSATION IS DETERMINED BY THE MARKET VALUE OF THE POSITION WHILE THE PERFORMANCE BONUS (PFP) IS BASED ON ACHIEVEMENT GOALS. THE THIRD COMPONENT, ORGANIZATIONAL AWARD, IS BASED ON CAREPARTNERS' OVERALL FINANCIAL PERFORMANCE. FOR THE OFFICERS, A REBUTTABLE PRESUMPTION OF REASONABLENESS CHECK LIST IS PREPARED AND COMPLETED BASED ON COMPARABILITY DATA AND REVIEWED AND APPROVED BY THE BOARD OR DESIGNEE. FOR COMPARABILITY, DATA FROM THE STATE AND INTERNAL FACTORS ARE CONSIDERED. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. |