Civic Intelligence

Partners in Care

EIN 93-0756143 • 501(c)3 • Bend, OR

Profile

Partners in care's mission is to provide end of life care that honors the dignity and needs of individuals and families and sustains an organization that enriches the lives of patients, families, its teams and its regional communities.

2075 NE Wyatt CTBend, OR 97701

www.partnersbend.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.09x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.11x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

28th percentile

-2.1%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$353,059

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

25th percentile

-1.2%

Faster asset growth than 25% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-0.4%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Down

$32,650,186

Down $407,800 (-1.2%) from 2023

Liabilities

Up

$3,094,597

Up $13,579 (+0.4%) from 2023

Net Assets

Down

$29,555,589

Down $421,379 (-1.4%) from 2023

Revenue

Down

$28,542,307

Down $101,761 (-0.4%) from 2023

Expenses

Up

$29,136,503

Up $1,386,242 (+5.0%) from 2023

Net Income

Down

-$594,196

Down $1,488,003 (-166%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $11,024,918Liabilities 2010: $1,757,080Net Assets 2010: $9,267,8382010Assets 2011: $12,538,553Liabilities 2011: $1,961,824Net Assets 2011: $10,576,7292011Assets 2012: $15,081,627Liabilities 2012: $2,099,625Net Assets 2012: $12,982,0022012Assets 2013: $15,351,565Liabilities 2013: $1,932,093Net Assets 2013: $13,419,4722013Assets 2014: $15,439,639Liabilities 2014: $2,109,475Net Assets 2014: $13,330,1642014Assets 2015: $16,881,315Liabilities 2015: $2,130,696Net Assets 2015: $14,750,6192015Assets 2016: $18,878,572Liabilities 2016: $2,179,536Net Assets 2016: $16,699,0362016Assets 2017: $20,701,324Liabilities 2017: $2,403,819Net Assets 2017: $18,297,5052017Assets 2018: $22,026,607Liabilities 2018: $3,006,700Net Assets 2018: $19,019,9072018Assets 2019: $23,061,693Liabilities 2019: $3,300,087Net Assets 2019: $19,761,6062019Assets 2020: $29,494,707Liabilities 2020: $7,203,190Net Assets 2020: $22,291,5172020Assets 2021: $30,738,137Liabilities 2021: $3,805,325Net Assets 2021: $26,932,8122021Assets 2022: $32,422,212Liabilities 2022: $3,479,895Net Assets 2022: $28,942,3172022Assets 2023: $33,057,986Liabilities 2023: $3,081,018Net Assets 2023: $29,976,9682023Assets 2024: $32,650,186Liabilities 2024: $3,094,597Net Assets 2024: $29,555,5892024

Highlighted filing

2024

Assets$32,650,186
Liabilities$3,094,597
Net Assets$29,555,589

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $9,398,1822010Expenses 2011: $10,024,7972011Expenses 2012: $12,226,9842012Revenue 2013: $15,572,430Expenses 2013: $15,194,321Net Income 2013: $378,1092013Revenue 2014: $15,884,695Expenses 2014: $15,844,349Net Income 2014: $40,3462014Revenue 2015: $18,161,469Expenses 2015: $16,667,706Net Income 2015: $1,493,7632015Revenue 2016: $19,479,593Expenses 2016: $17,543,819Net Income 2016: $1,935,7742016Revenue 2017: $20,097,170Expenses 2017: $18,731,862Net Income 2017: $1,365,3082017Revenue 2018: $21,185,007Expenses 2018: $20,168,935Net Income 2018: $1,016,0722018Revenue 2019: $21,928,750Expenses 2019: $21,310,497Net Income 2019: $618,2532019Revenue 2020: $25,767,577Expenses 2020: $23,058,240Net Income 2020: $2,709,3372020Revenue 2021: $28,818,065Expenses 2021: $23,877,712Net Income 2021: $4,940,3532021Revenue 2022: $28,024,516Expenses 2022: $25,986,663Net Income 2022: $2,037,8532022Revenue 2023: $28,644,068Expenses 2023: $27,750,261Net Income 2023: $893,8072023Revenue 2024: $28,542,307Expenses 2024: $29,136,503Net Income 2024: -$594,1962024

Highlighted filing

2024

Revenue$28,542,307
Expenses$29,136,503
Net Income-$594,196

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.7$3.09$29.6$28.5$29.1$0.59
2023Detailed filing. Detailed filing data is available for this year.$33.1$3.08$30.0$28.6$27.8$0.89
2022Detailed filing. Detailed filing data is available for this year.$32.4$3.48$28.9$28.0$26.0$2.04
2021Detailed filing. Detailed filing data is available for this year.$30.7$3.81$26.9$28.8$23.9$4.94
2020Detailed filing. Detailed filing data is available for this year.$29.5$7.20$22.3$25.8$23.1$2.71
2019Detailed filing. Detailed filing data is available for this year.$23.1$3.30$19.8$21.9$21.3$0.62
2018Detailed filing. Detailed filing data is available for this year.$22.0$3.01$19.0$21.2$20.2$1.02
2017Detailed filing. Detailed filing data is available for this year.$20.7$2.40$18.3$20.1$18.7$1.37
2016Detailed filing. Detailed filing data is available for this year.$18.9$2.18$16.7$19.5$17.5$1.94
2015Detailed filing. Detailed filing data is available for this year.$16.9$2.13$14.8$18.2$16.7$1.49
2014Detailed filing. Detailed filing data is available for this year.$15.4$2.11$13.3$15.9$15.8$0.04
2013Detailed filing. Detailed filing data is available for this year.$15.4$1.93$13.4$15.6$15.2$0.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$2.10$13.0$12.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$1.96$10.6$10.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$1.76$9.27$9.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$30,588,916
Mission and Program Overview

Mission

Partners in care is an integrated and comprehensive end of life services organization servicing the central oregon region with home health care; in-home hospice care; in-patient hospice care in partners in care hospice house; and transitions and palliative care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,849,790$14,452,470▼ $397,320
Savings and Temporary Cash Investments$6,561,927$9,871,525▲ $3,309,598
Accounts Receivable$2,655,639$3,402,990▲ $747,351
Investments in Publicly Traded Securities$2,064,726$3,284,522▲ $1,219,796
Pledges and Grants Receivable$515,327$544,987▲ $29,660
Investments Other Securities$444,085$446,127▲ $2,042
Prepaid Expenses and Deferred Charges$280,585$214,347▼ $66,238
Inventories for Sale or Use$67,966$99,934▲ $31,968
Intangible Assets$67,010$56,372▼ $10,638
Cash and Non-Interest-Bearing Accounts$2,128,821$56,124▼ $2,072,697
Total Assets$33,057,986$32,650,186▼ $407,800
Other Assets Total$3,422,110$220,788▼ $3,201,322
Liabilities
Accounts Payable and Accrued Expenses$3,081,018$3,094,597▲ $13,579
Total Liabilities$3,081,018$3,094,597▲ $13,579
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$29,331,566$29,420,654▲ $89,088
Net Assets With Donor Restrictions$645,402$134,935▼ $510,467
Total Net Assets Fund Balance$29,976,968$29,555,589▼ $421,379
Total Liabilities and Net Assets / Fund Balance$33,057,986$32,650,186▼ $407,800

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,683,063$1,773,955$11,457,018
Leasehold Improvements$3,055,585$441,984$3,497,569
Land$1,208,262-$1,208,262
Equipment$505,560$517,405$1,022,965

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$138,734-▲ $10,786$-3,101$145,686
2023$134,777-▲ $7,619$-2,979$138,734
2022$146,422-▼ $8,160$-2,823$134,777
2021$133,175-▲ $16,602$2,669$146,422
2020$127,874-▲ $8,563$-2,666$133,175
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg HagforsCEOFT$271,752$81,307$353,059
Jennifer BlechmanPalliative CFT$245,564$22,173$267,737
Jennifer BlechmanPalliative Care Coor-$245,564$38,100$267,737
Lisa LewisMedical DireFT$252,028$14,434$266,462
Lisa LewisMedical Director-$252,028$14,434$266,462
Dana RhodeHospice MdFT$234,906$27,969$262,875
Anne RobertiHospice MdFT$222,215$13,776$235,991
Christine PiersonHospice MdFT$176,003$20,659$193,381
Lisa HurleyCOOFT$164,043$12,416$192,644
Jenni Carver-rossCODFT$151,142$19,627$171,311
Nancy GrimesCFO (thru 9/FT$151,104$15,515$166,619
Nancy GrimesCFO (thru 9/24)-$151,104$13,034$166,619
John ClarkCFO (eff. 11FT$9,595$2,146$11,741

Board Members and Trustees

NameTitle
Suzanne LafkyBoard Chair
Charles FraleyBoard Member
Greg Ferenz MdBoard Member
Jennifer ElliotBoard Member
Matthew GuthrieBoard Member
Neil BryantBoard Member
Stephen Kornfeld MdBoard Member
Melissa LandeBoard Secret
Revenue and Support

Revenue Composition

Contributions and Grants
$969,675
Program Service Revenue
$27,021,950
Investment Income
$465,682
Other Revenue
$85,000
All Other Contributions
$969,675
Change in Net Assets
$-594,196

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Clothing and Household Goods-$15,657Fair Market Value
Other Non Cash Contri Table10$7,286Fair Market Value
Food Inventory1$2,226Fair Market Value
Total Noncash Contributions11$25,169-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$22,581,945
Other Expenses$6,554,558
Total Fundraising Expense$195,853
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,574,912$3,284,397$125,999$16,985,308
Other Employee Benefits$2,118,730$591,188$19,666$2,729,584
Payroll Taxes$1,041,893$333,101$9,670$1,384,664
All Other Expenses$812,458$497,661$4,745$1,314,864
Current Officers, Directors, Trustees, and Key Employees-$1,161,835-$1,161,835
Other Expenses$390,334$134,768-$525,102
Depreciation Depletion$375,170$119,944$3,482$498,596
Travel$476,740$20,362$416$497,518
Office Expenses$91,317$257,946$14,106$363,369
Fees for Services Other$28,966$278,045$15,088$322,099
Pension Plan Contributions$256,296$61,879$2,379$320,554
Occupancy$33,581$217,857-$251,438
Insurance$25,612$130,853-$156,465
Fees for Services Accounting-$84,505-$84,505
Advertising$51$60,391$302$60,744
Fees for Services Legal-$58,928-$58,928
Fees for Service Investment Mgmnt Fees-$15,558-$15,558
Total Functional Expenses$21,631,432$7,309,218$195,853$29,136,503
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The organization will distribute form 990 to the board of directors in written form for review prior to a board meeting. At the board meeting the board of directors will review and approve the form 990 before it is filed with the irs.

Form 990, Page 6, Part VI, Line 12C

The board of directors' process for conflict of interest review includes an in the moment ability to call out potential conflicts of interest during the year in addition to an annual review of conflicts of interest as a part of its comprehensive review of all board policies. Each board member is further required to sign a conflict of interest form.

Form 990, Page 6, Part VI, Line 15A

The human resources department conducts ongoing market research and has created a pay scale for each position in the organization. Yearly, each position is evaluated and pay is adjusted within that pay scale range depending upon performance.

Form 990, Page 6, Part VI, Line 15B

The human resources director conducts ongoing market research and has created a pay scale for each position in the organization. Yearly, each position is evaluated and pay is adjusted within that pay scale range depending upon performance.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Partners in Care
EIN
93-0756143
Phone
5413825882
Address
2075 NE WYATT CT, BEND, OR 97701

Signing Officer

Name
John Clark
Title
CFO (eff. 11/2024)
Phone
5413825882
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Clark
Formed
1981
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
268
Volunteers
246

Preparer

Firm
Jones & Roth Pc
Address
300 SW COLUMBIA ST SUITE 201, BEND, OR 97702
Preparer
Brian G Newton
Phone
5413823590
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Partners in care is an integrated and comprehensive end of life services organization servicing the central oregon region with home health care; in-home hospice care; in-patient hospice care in partners in care hospice house; and transitions and palliative care.

Form 990, Page 1, Part I, Line 6

Partners in care volunteers help provide patients and families with compassionate care and comfort during the end-of-life process. They provide support, companionship, and respite for hospice patients and families in their place of residence, whether that be private home, care facilities or our own hospice house. Volunteers also support community members facing a life-limiting illness, helping to connect families with community resources and providing friendly visits. Certified "hospet" volunteers visit with their certified therapy dogs; others provide haircut services, prescription delivery, or errand support. The veteran-to-veteran program aims to pair recruited veteran volunteers and patients and provides a unique opportunity to relate and connect. Volunteers also assist with administrative tasks in the hospice house and for the volunteer, bereavement, outreach, and palliative care departments as needed. Surveys, clerical duties, support groups, housekeeping, floral and soup delivery are just some of the areas they provide support.

Form 990, Page 2, Part III, Line 4A

The organization provided hospice, home health, and palliative care services across the central oregon region. Along with auxiliary programs, these service lines create a continuum of care dedicated to supporting patients and families that are navigating life-limiting illness. The hospice service line provided 89,463 patient days of care in 2024 across home settings and at its in-patient facility. Hospice care is provided by a dedicated team of paid staff and volunteers that are available 24/7, 365 days a year. The organizations home health clinicians served over 1,500 patients that were home bound and in need of skilled nursing and/or therapy. Palliative care services were provided in home and clinic-based settings, serving patients with serious illnesses with symptom management and quality of life support.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The organization's endowments consist of several individual funds established for various purposes for program support.

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