2024-11-15T13:30:47-06:00 2023-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2023-01-01 455209647 Home-Based Services Initiative LLC HOME 4066555600 2429 Mission Way Billings MT 59107 Jerry Pearsall CFO 4066555600 2024-11-14 1 1 Mayumi Stella P00970938 6122536500 2024-11-14 2023 2024-10-15 13:58:12Z St John's United Home Health and Hospice David Trost 2429 Mission Way Billings MT 59107 4428227 0 X www.sjlm.org/home-health-care/ X Limited Liability Company 2012 MT A Medicare certified home health and hospice agency serving Yellowstone County MT. 6 4 0 32 0 0 4788 15720 3804776 4378345 26154 4873 0 29289 3835718 4428227 0 0 0 0 2532469 2676613 0 0 0 1139486 1289109 3671955 3965722 163763 462505 1567492 1361172 225464 234241 1342028 1126931 X Provide living opportunities within nurturing environments of hope, dignity, and love. 0 0 1696555 1991590 St. John's United Home Health and Hospice provides Medicare certified home health and hospice services to seniors in Yellowstone County, Montana. For Home Health, SJU provides multiple services for homebound seniors and makes visits to their home. Services include skilled nursing care, home health aides, medical social services and a variety of rehab disciplines including physical therapy, occupational therapy, and speech therapy. As a relatively new agency, St. John's home health services have been growing steadily in the last few years. In 2023, the St. John's United Home Health team served 525 individuals providing 9,082 to individual visits to their homes, an average of 17.3 visits per client. 1502887 2416044 St. John's United Hospice quickly realized that our patients live a better quality of life and often live longer because of hospice care. We feel the act of transitioning from this life is one to be lived beautifully and as best as possible. In fact, living those last few months, weeks, and days with the best life has to offer is all we could hope for - for ourselves and for our loved ones. And that is exactly what St. John's does for our hospice patients. (Continued on Schedule O)In 2023, St. John's hospice team provided 14,266 days of end-of-life care for 155 individuals through individual visits by registered nurses and home health aides. Social workers work closely with the families and their loved ones, helping them through difficult decisions and navigating healthcare options. SJU Chaplains provide spiritual support and visits to both patients and families. Volunteers, a required component of hospice care, visit patients regularly and are often with patients in their final moments. Our social workers and chaplains continue their good work after the patient is gone, working with family members and friends through the grieving process. 3199442 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 1 0 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X X Jerry Pearsall 4066555600 2429 Mission Way Billings MT 59107 David Trost President 1.00 39.00 X X 0 104784 126743 Jerry Pearsall Treasurer 2.00 38.00 X X 0 74752 111570 Karna Rhodes Director 0.30 0.00 X 0 0 0 Tyler Amundson Director 0.30 0.00 X 0 0 0 Chad Miller Director (May - Dec) 0.30 0.00 X 0 0 0 Craig Lambrecht Director (Sept - Dec) 0.30 0.00 X 0 0 0 Clint Seger Director (Jan - Aug) 0.30 0.00 X 0 0 0 Catharine Rivera Administrator 40.00 0.00 X 0 119191 2384 0 298727 240697 0 0 1 0 Senior Options 3181 Shore Dr Virginia Beach VA 23451 Billing/Advisory Fees 287465 St John's Lutheran Ministries Inc 3940 Rimrock Rd Billings MT 59102 Management Services 240545 2 15720 15720 Hospice Revenue 623000 2399989 2399989 Home Health Revenue 621610 1978356 1978356 4378345 4873 4873 Other Income 900099 29289 29289 29289 4428227 4407634 0 4873 X 2314019 2304419 9600 27522 27408 114 161898 161226 672 173174 172456 718 240545 240545 15043 15043 325495 325495 24286 24286 46189 46189 37971 37971 54720 54720 75445 62507 12938 6432 6432 1457 1457 33572 33572 20680 20680 Medical Supplies 323480 323480 Program Expenses 73126 73126 Licenses & Permits 759 759 9909 3277 6632 3965722 3199442 766280 0 853040 564696 445928 559104 4009 7046 337277 156951 201806 180326 5000 5000 57709 45000 1567492 1361172 126050 128966 99414 54605 0 50670 225464 234241 X 1342028 1126931 1342028 1126931 1567492 1361172 X 462505 -677602 X 0 1 X 1 0 X 269301 306982 4788 15720 596791 3462962 3840594 3804776 4407634 15515966 3732263 4147576 3809564 4423354 16112757 0 0 0 16112757 3366 3716 1190 4873 13145 3366 3716 1190 4873 13145 3735629 4151292 3810754 4428227 16125902 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 337277 156951 180326 180326 Due to Affiliates 50670 50670 X 4428227 0 4428227 0 4428227 3965722 0 3965722 0 3965722 Part X, Line 2: HBSI believes they have appropriate support for any tax positions taken affecting their annual filing requirements, and as such, do not have any uncertain tax positions that are material to the financial statements. HBSI would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. 0 0 0 0 0 0 0 0 0 David Trost President 0 104784 0 0 0 0 0 126743 0 443 0 231970 0 0 Jerry Pearsall Treasurer 0 74752 0 0 0 0 0 106870 0 5168 0 186790 0 0 Part I, Line 3 Compensation is paid to the CEO by a related organization. The related organization has a process in place for determining compensation using the methods described in Line 3. Form 990, Part VI, Section A, line 2 David Trost and Jerry Pearsall are officers of St. John's Lutheran Ministries, Inc. and have a business relationship. Form 990, Part VI, Section A, line 6 There are three members/owners of HBSI St. John's Lutheran Ministries (66.5%), Billings Clinic (28.5%), and Big Sky Senior Services (5%). Of the six voting board members, St. John's has three, Billings Clinic has two, and Big Sky Senior Services has one. Form 990, Part VI, Section A, line 8b There are no committees with the authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b A draft of the Form 990 will be sent via email to the board to review and an electronic vote will be taken via email to approve the 990 for submission. Form 990, Part VI, Section B, line 12c In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the governing board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. An interested person may make a presentation at the governing board or committee meeting, but after the presentation, he/she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement involving the possible conflict of interest. The chairperson of the governing board or committee shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the governing board or committee shall determine whether the Organization can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the governing board or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Organization's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, it shall make its decision as to whether to enter into the transaction or arrangement. If the governing board or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member the opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action. Form 990, Part VI, Section B, line 15 The officers are compensated by St John's Lutheran Ministries for services provided to Home-Based Services Initiative. St John's Lutheran Ministries has a process in place to determine the individuals' compensation. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available upon request. Form 990 Part IX Line 7 and Part V Line 2: Home-Based Services Initiative, LLC does not employ any employees, but instead purchases services from St. John's Lutheran Ministries, a related organization, which is reported as compensation services on Part IX. Form 990, Part XI, line 9: Distributions to noncontrolling interest -677,602. St John's Lutheran Ministries Inc 2429 Mission Way Billings MT 59102 810288768 Provision of healthcare services MT 501(c)(3) Line 10 N/A 0 St John's Foundation 2429 Mission Way Billings MT 59102 810459472 To support St. John's Lutheran Ministries, Inc. MT 501(c)(3) Line 12a, I St John's Lutheran Ministries Inc 1 The Lutheran Center PO Box 825 Billings MT 59103 810406790 Provision of healthcare services MT 501(c)(3) Line 10 St John's Lutheran Ministries Inc 1 Chapel Court LLP 2101 Overland Ave Billings MT 59102 832764084 Rental Real Estate MT N/A 1 0 SJU Holdings LLC 3940 Rimrock Road Billings MT 59102 364918078 Rental Real Estate MT N/A C 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0