Civic Intelligence

Partners in Care Inc.

990 • Fiscal year 2023 • EIN 93-0756143

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

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

34th percentile

0.09x

Higher debt load relative to assets than 34% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

24th percentile

0.11x

Higher debt load relative to revenue than 24% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

48th percentile

3.1%

Higher net margin than 48% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

65th percentile

$327,322

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

35th percentile

2.0%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

2.2%

Faster revenue growth than 43% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$33,057,986

Up $635,774 (+2.0%) from 2022

Net Assets

Up

$29,976,968

Up $1,034,651 (+3.6%) from 2022

Liabilities

Down

$3,081,018

Down $398,877 (-11%) from 2022

Revenue

Up

$28,644,068

Up $619,552 (+2.2%) from 2022

Expenses

Up

$27,750,261

Up $1,763,598 (+6.8%) from 2022

Net Income

Down

$893,807

Down $1,144,046 (-56%) from 2022

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

2023

Assets$33,057,986
Liabilities$3,081,018
Net Assets$29,976,968

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

2023

Revenue$28,644,068
Expenses$27,750,261
Net Income$893,807
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.0
Gross Receipts
$32,560,357
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$15,003,491$14,849,790▼ $153,701
Savings and Temporary Cash Investments$7,915,375$6,561,927▼ $1,353,448
Accounts Receivable$2,356,189$2,655,639▲ $299,450
Cash and Non-Interest-Bearing Accounts$2,701,129$2,128,821▼ $572,308
Investments in Publicly Traded Securities$995,230$2,064,726▲ $1,069,496
Pledges and Grants Receivable$851,265$515,327▼ $335,938
Investments Other Securities$456,427$444,085▼ $12,342
Prepaid Expenses and Deferred Charges$262,763$280,585▲ $17,822
Inventories for Sale or Use$112,031$67,966▼ $44,065
Intangible Assets$70,920$67,010▼ $3,910
Total Assets$32,422,212$33,057,986▲ $635,774
Other Assets Total$1,697,392$3,422,110▲ $1,724,718
Liabilities
Accounts Payable and Accrued Expenses$3,434,672$3,081,018▼ $353,654
Deferred Revenue$45,223--
Total Liabilities$3,479,895$3,081,018▼ $398,877
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,964,773$29,331,566▲ $1,366,793
Net Assets With Donor Restrictions$977,544$645,402▼ $332,142
Total Net Assets Fund Balance$28,942,317$29,976,968▲ $1,034,651
Total Liabilities and Net Assets / Fund Balance$32,422,212$33,057,986▲ $635,774

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,968,251$1,632,305$11,600,556
Leasehold Improvements$3,078,032$158,087$3,236,119
Land$1,208,262-$1,208,262
Equipment$595,245$588,568$1,183,813
Other Assets Org$75,695--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2019$118,978-▲ $12,047$-2,608$127,874
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg HagforsCEOFT$264,700$62,622$327,322
Lisa LewisMedical DireFT$245,608$20,011$265,619
Lisa LewisMedical Director-$245,608$20,011$265,619
Jennifer BlechmanPalliative CFT$239,446$21,074$260,520
Jennifer BlechmanPalliative Care Coor-$239,446$21,074$260,520
Nancy GrimesCFOFT$180,849$18,283$199,132
Lisa HurleyBusiness DevFT$159,465$16,964$176,429
Lisa HurleyBusiness Development-$159,465$16,964$176,429
Jenni Carver-rossCODFT$134,937$17,182$152,119
John GuyerIt DirectorFT$130,196$16,621$146,817
Shannon CampbellHr DirectorFT$128,392$10,504$138,896
Kristi HammondHospice HousFT$116,119$15,923$132,042

Board Members and Trustees

NameTitle
Suzanne LafkyBoard Chair
Charles FraleyBoard Member
Greg Ferenz MdBoard Member
Linda StelleBoard Member
Matthew GuthrieBoard Member
Melissa LandeBoard Member
Neil BryantBoard Member
Stephen Kornfeld MdBoard Member
Sandy GarnerBoard Secret
Revenue and Support

Revenue Composition

Contributions and Grants
$638,810
Program Service Revenue
$27,554,225
Investment Income
$373,033
Other Revenue
$78,000
All Other Contributions
$631,686
Change in Net Assets
$893,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$21,430,021
Other Expenses$6,320,240
Total Fundraising Expense$254,283
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,416,591$3,433,718$173,494$16,023,803
Other Employee Benefits$1,935,838$594,193$26,663$2,556,694
All Other Expenses$969,188$533,623$1,583$1,504,394
Payroll Taxes$951,452$306,480$13,037$1,270,969
Current Officers, Directors, Trustees, and Key Employees$265,619$702,883-$968,502
Pension Plan Contributions$473,091$130,345$6,617$610,053
Other Expenses$417,464$126,046$12,000$555,510
Travel$463,935$23,179$49$487,163
Depreciation Depletion$343,697$110,711$4,709$459,117
Office Expenses$45,965$231,047$16,131$293,143
Occupancy$55,563$197,152-$252,715
Fees for Services Other$30,455$150,343-$180,798
Insurance$26,119$126,269-$152,388
Fees for Services Accounting-$128,386-$128,386
Fees for Services Legal-$117,702-$117,702
Advertising-$99,397-$99,397
Total Functional Expenses$20,484,504$7,011,474$254,283$27,750,261
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
2024-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Hagfors
Formed
1981
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
217
Volunteers
160

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.

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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IRS990/Form990PartVIISectionAGrp/PersonNm17NEIL BRYANT
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt2PALLIATIVE C
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt4BUSINESS DEV
IRS990/Form990PartVIISectionAGrp/TitleTxt5COD
IRS990/Form990PartVIISectionAGrp/TitleTxt6IT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7HR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8HOSPICE HOUS
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD SECRET
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
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IRS990/OtherExpensesGrp/Desc1NURSING ROOM AND BOARD
IRS990/OtherExpensesGrp/Desc2DRUGS & BIOLOGICALS
IRS990/OtherExpensesGrp/Desc3CONTRACT LABOR
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0126046
IRS990/OtherExpensesGrp/ProgramServicesAmt0749457
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IRS990/PrincipalOfficerNm0GREG HAGFORS
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED ADULT AND CHILDREN'S BEREAVEMENT PROGRAMS FOR THE CENTRAL OREGON REGION.
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IRS990/PYTotalRevenueAmt028024516
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01750000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt01750000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 10,700
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02515650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07769142
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02002862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0668016
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0376004
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt082809
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0115121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0219384
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0255333
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt027632225
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025449138
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt020801910
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023336051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020700505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0117919829
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt082809
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0115121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0219384

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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