Civic Intelligence

Partners in Care Inc.

990 • Fiscal year 2022 • EIN 93-0756143

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 15, 2023

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

36th percentile

0.11x

Higher debt load relative to assets than 36% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.12x

Higher debt load relative to revenue than 29% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

52nd percentile

7.3%

Higher net margin than 52% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$262,693

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

64th percentile

5.5%

Faster asset growth than 64% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

36th percentile

-2.8%

Faster revenue growth than 36% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Up

$32,422,212

Up $1,684,075 (+5.5%) from 2021

Net Assets

Up

$28,942,317

Up $2,009,505 (+7.5%) from 2021

Liabilities

Down

$3,479,895

Down $325,430 (-8.6%) from 2021

Revenue

Down

$28,024,516

Down $793,549 (-2.8%) from 2021

Expenses

Up

$25,986,663

Up $2,108,951 (+8.8%) from 2021

Net Income

Down

$2,037,853

Down $2,902,500 (-59%) from 2021

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

2022

Assets$32,422,212
Liabilities$3,479,895
Net Assets$28,942,317

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

2022

Revenue$28,024,516
Expenses$25,986,663
Net Income$2,037,853
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 15, 2023
Return Version
2022v5.0
Gross Receipts
$33,895,204
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$12,894,341$15,003,491▲ $2,109,150
Savings and Temporary Cash Investments$9,263,714$7,915,375▼ $1,348,339
Cash and Non-Interest-Bearing Accounts$2,800,386$2,701,129▼ $99,257
Accounts Receivable$2,321,799$2,356,189▲ $34,390
Investments in Publicly Traded Securities$981,641$995,230▲ $13,589
Pledges and Grants Receivable$1,413,362$851,265▼ $562,097
Investments Other Securities$477,450$456,427▼ $21,023
Prepaid Expenses and Deferred Charges$229,025$262,763▲ $33,738
Inventories for Sale or Use$96,527$112,031▲ $15,504
Intangible Assets$69,341$70,920▲ $1,579
Total Assets$30,738,137$32,422,212▲ $1,684,075
Other Assets Total$190,551$1,697,392▲ $1,506,841
Liabilities
Accounts Payable and Accrued Expenses$3,609,789$3,434,672▼ $175,117
Deferred Revenue$195,536$45,223▼ $150,313
Total Liabilities$3,805,325$3,479,895▼ $325,430
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$26,794,571$27,964,773▲ $1,170,202
Net Assets With Donor Restrictions$138,241$977,544▲ $839,303
Total Net Assets Fund Balance$26,932,812$28,942,317▲ $2,009,505
Total Liabilities and Net Assets / Fund Balance$30,738,137$32,422,212▲ $1,684,075

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,253,439$1,347,117$11,600,556
Other Land Buildings$2,819,290-$2,819,290
Land$1,207,930-$1,207,930
Equipment$612,224$548,050$1,160,274
Leasehold Improvements$110,608$134,711$245,319
Other Assets Org$71,778--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$118,978-▲ $12,047$-2,608$127,874
2018$122,996-▼ $883$-2,580$118,978
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa LewisMedical DireFT$244,808$17,885$262,693
Lisa LewisMedical Director-$244,808$17,885$262,693
Jennifer BlechmanPalliative CFT$238,291$21,574$259,865
Jennifer BlechmanPalliative Care Coor-$238,291$21,574$259,865
Anne RobertiHospice MdFT$211,720$16,620$228,340
Deborah AdamsCODFT$177,989$18,728$196,717
Greg HagforsCEOFT$169,185$11,314$180,499
Nancy GrimesCFOFT$167,551$12,181$179,732
Kimberly WashburnHr DirectorFT$154,548$18,193$172,741
Christine PiersonMdFT$154,962$16,978$171,940
Lisa HurleyBusiness DevFT$151,175$18,055$169,230
Lisa HurleyBusiness Development-$151,175$18,055$169,230

Board Members and Trustees

NameTitle
Suzanne LafkyBoard Chair
Dr Greg FerenzBoard Member
Matthew GuthrieBoard Member
Melissa LandeBoard Member
Neil BryantBoard Member
Sandy GardnerBoard Member
Stephen Kornfeld MdBoard Member
Linda StelleBoard Secret
Revenue and Support

Revenue Composition

Contributions and Grants
$2,515,650
Program Service Revenue
$25,449,138
Investment Income
$58,528
Other Revenue
$1,200
All Other Contributions
$1,001,618
Change in Net Assets
$2,037,853
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,932,926
Other Expenses$6,053,737
Total Fundraising Expense$282,905
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,419,780$3,382,891$158,351$14,961,022
Other Employee Benefits$1,697,109$553,591$23,149$2,273,849
All Other Expenses$915,340$343,314$2,594$1,261,248
Payroll Taxes$851,105$294,690$11,554$1,157,349
Current Officers, Directors, Trustees, and Key Employees$262,693$716,179-$978,872
Pension Plan Contributions$427,825$128,068$5,941$561,834
Other Expenses$525,554$136,821$41,075$525,554
Depreciation Depletion$323,994$112,181$4,398$440,573
Travel$410,977$22,794$161$433,932
Office Expenses$12,274$307,581$22,831$342,686
Fees for Services Other-$271,221$12,851$284,072
Occupancy$55,566$183,179-$238,745
Insurance$73,609$76,640-$150,249
Advertising-$142,499-$142,499
Fees for Services Accounting-$102,037-$102,037
Fees for Services Legal-$52,990-$52,990
Total Functional Expenses$18,877,082$6,826,676$282,905$25,986,663
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
Nancy Grimes
Title
CFO
Phone
5413825882
Signed
2023-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Hagfors
Formed
1981
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
252
Volunteers
186

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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IRS990/Form990PartVIISectionAGrp/TitleTxt7MD
IRS990/Form990PartVIISectionAGrp/TitleTxt8BUSINESS DEV
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IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD SECRET
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IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED ADULT AND CHILDREN'S BEREAVEMENT PROGRAMS FOR THE CENTRAL OREGON REGION.
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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