Civic Intelligence

Partners in Care Inc.

990 • Fiscal year 2021 • EIN 93-0756143

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 26, 2022

2075 NE Wyatt CTBend, OR 97701

(541) 382-5882

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.12x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.13x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

60th percentile

17%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$291,793

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

33rd percentile

4.2%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

49th percentile

12%

Faster revenue growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Assets

Up

$30,738,137

Up $1,243,430 (+4.2%) from 2020

Net Assets

Up

$26,932,812

Up $4,641,295 (+21%) from 2020

Liabilities

Down

$3,805,325

Down $3,397,865 (-47%) from 2020

Revenue

Up

$28,818,065

Up $3,050,488 (+12%) from 2020

Expenses

Up

$23,877,712

Up $819,472 (+3.6%) from 2020

Net Income

Up

$4,940,353

Up $2,231,016 (+82%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2021

Assets$30,738,137
Liabilities$3,805,325
Net Assets$26,932,812

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$28,818,065
Expenses$23,877,712
Net Income$4,940,353
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 26, 2022
Return Version
2021v4.0
Gross Receipts
$37,447,606
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$6,999,478$12,894,341▲ $5,894,863
Savings and Temporary Cash Investments$15,054,131$9,263,714▼ $5,790,417
Cash and Non-Interest-Bearing Accounts$2,329,921$2,800,386▲ $470,465
Accounts Receivable$2,073,098$2,321,799▲ $248,701
Pledges and Grants Receivable-$1,413,362-
Investments in Publicly Traded Securities$1,948,664$981,641▼ $967,023
Investments Other Securities$477,072$477,450▲ $378
Prepaid Expenses and Deferred Charges$233,378$229,025▼ $4,353
Inventories for Sale or Use$79,862$96,527▲ $16,665
Intangible Assets$72,344$69,341▼ $3,003
Total Assets$29,494,707$30,738,137▲ $1,243,430
Other Assets Total$226,759$190,551▼ $36,208
Liabilities
Accounts Payable and Accrued Expenses$3,629,500$3,609,789▼ $19,711
Unsecured Notes Loans Payable$2,791,490--
Other Liabilities$559,378--
Deferred Revenue$222,822$195,536▼ $27,286
Total Liabilities$7,203,190$3,805,325▼ $3,397,865
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,165,951$26,794,571▲ $4,628,620
Net Assets With Donor Restrictions$125,566$138,241▲ $12,675
Total Net Assets Fund Balance$22,291,517$26,932,812▲ $4,641,295
Total Liabilities and Net Assets / Fund Balance$29,494,707$30,738,137▲ $1,243,430

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,143,965-$10,143,965
Buildings$1,143,886$1,112,014$2,255,900
Land$1,207,930-$1,207,930
Equipment$256,210$600,622$856,832
Leasehold Improvements$142,350$154,194$296,544

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$133,175-▲ $16,602$2,669$146,422
2020$127,874-▲ $8,563$-2,666$133,175
2019$118,978-▲ $12,047$-2,608$127,874
2018$122,996-▼ $883$-2,580$118,978
2017$116,775-▲ $9,000$-2,588$122,996
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric AlexanderCEOFT$280,445$11,348$291,793
Lisa LewisMedical DireFT$231,682$18,715$250,397
Lisa LewisMedical Director-$231,200$19,197$250,397
Jennifer BlechmanPalliative CFT$227,148$20,182$247,330
Jennifer BlechmanPalliative Care Phys-$226,666$20,664$247,330
Anne RobertiHospice MdFT$201,667$17,410$219,077
Deborah AdamsCODFT$163,000$28,117$191,117
Christine PiersonMdFT$165,059$16,294$181,353
Randi SchuylerCFOFT$166,813$7,832$174,645
Kerry GoffCIOFT$158,154$17,436$164,475
Lisa HurleyBus Dev DireFT$135,482$16,515$151,997
Lisa HurleyBus Dev Director-$135,000$5,882$151,997
Kimberly WashburnHr DirectorFT$136,962$11,529$148,491

Board Members and Trustees

NameTitle
Suzanne LafkyBoard Chair
Melissa LandeBoard Member
Neil BryantBoard Member
Sandy GarnerBoard Member
Stephen Kornfeld MdBoard Member
Stephen MannBoard Member
Linda StelleBoard Secret

Highest Paid Contractors

ContractorServicesLocationCompensation
Weston Computing ServicesIt Support2214 NE DIVISION STE 201, Bend, OR 97703$146,715
Husch BlackwellLegalPO BOX 790379, St Louis, MO 63179$130,153
-Patient Care118 NW OUTLOOK DRIVE, Bend, OR 97703$117,425
Revenue and Support

Revenue Composition

Contributions and Grants
$7,769,142
Program Service Revenue
$20,800,810
Investment Income
$247,013
Other Revenue
$1,100
All Other Contributions
$4,891,649
Change in Net Assets
$4,940,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$18,103,787
Other Expenses$5,773,925
Total Fundraising Expense$458,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,170,025$3,200,838$139,099$13,509,962
Other Employee Benefits$1,418,982$533,136$19,086$1,971,204
All Other Expenses$968,614$193,805$4,595$1,167,014
Current Officers, Directors, Trustees, and Key Employees$249,197$822,028-$1,071,225
Payroll Taxes$755,529$289,167$10,103$1,054,799
Pension Plan Contributions$373,601$117,876$5,120$496,597
Other Expenses$454,871$157,881$245,000$454,871
Travel$390,146$21,343$80$411,569
Fees for Services Other$1,539$354,861$15,618$372,018
Office Expenses$9,910$264,307$18,214$292,431
Depreciation Depletion$149,160$57,089$1,995$208,244
Occupancy$24,564$165,422-$189,986
Advertising-$171,352-$171,352
Fees for Services Legal-$165,124-$165,124
Insurance$58,988$23,139-$82,127
Fees for Services Accounting-$61,005-$61,005
Total Functional Expenses$16,820,429$6,598,373$458,910$23,877,712
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
Greg Hagfors
Title
CEO
Phone
5413825882
Signed
2022-10-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eric Alexander
Formed
1981
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
240
Volunteers
127

Preparer

Firm
Jones & Roth Pc
Address
300 SW COLUMBIA 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.

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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt02150000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 9,500
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07769142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02002862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0668016

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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