2025-05-15T10:04:01-05:00 2024-06-30 450250958 Eide Bailly LLP 4585 Coleman St Ste 200 Bismarck ND 58503 990 2023-07-01 264230898 Barrett Hospital Development Corporation BARR 4066833000 600 Highway 91 South Dillon MT 59725 Tina Giem CFO 4066833000 2025-05-14 1 1 Lisa Chaffee CPA P00193453 7012551091 2025-05-05 2023 2025-03-06 01:10:19Z Barrett Hospital & Healthcare Taylor Rose 600 Highway 91 South Dillon MT 59725 44901266 0 X www.barretthospital.org X 2009 MT Provision of healthcare services to all community members throughout life's journey. 5 4 271 30 0 0 118129 482929 42183721 43475132 360571 882991 52482 21440 42714903 44862492 0 0 0 0 20934517 20358748 0 0 0 19969426 23734669 40903943 44093417 1810960 769075 65656408 66099910 27144395 26258036 38512013 39841874 X Barrett Hospital & HealthCare provides compassionate care, healing, and health-improving service to all community members throughout life's journey. 0 0 40120266 43475132 Barrett Hospital & HealthCare is an 18 licensed bed acute care critical access hospital. Our patients are served by an inpatient hospital, 24-hour emergency department and a provider-based clinic. Our ancillary services include diagnostic imaging, laboratory, inpatient and outpatient surgery, physical and occupational therapy, non-surgical pain management, integrated behavioral health, transitional care, chronic care management, cardiac rehab, pharmacy, cardiopulmonary, respiratory therapy and diabetic education.Continued on Schedule OThe hospital provided 1,191 days of acute care services, 113 nursery days, 420 observation days and 753 swing bed days. In addition, the hospital provided 26,221 clinic visits, 28,918 outpatient visits, 4,626 emergency room visits. 40120266 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 89 0 1 271 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 1 0 0 1 0 0 1 0 0 0 1 1 1 1 1 1 0 1 0 X Tina Giem 4065963000 600 Highway 91 South Dillon MT 59725 Patti Mitchell Chair 0.50 0.00 X X 7679 0 0 Nate Finch Vice Chair 0.50 0.00 X X 0 0 0 Susan Briggs Director 0.50 0.00 X 0 0 0 Shane Puyear Director 0.50 0.00 X 0 0 0 Lawrence Morrisroe Director 0.50 0.00 X 0 0 0 Taylor Rose CEO 40.00 2.00 X 0 0 0 Tina Giem CFO 40.00 0.50 X 155810 0 21272 Sandra McIntyre Physician 40.00 0.00 X 368229 0 42542 Gregory Moore Physician 40.00 0.00 X 399402 0 39812 Matthew Maunu Physician 40.00 0.00 X 333726 0 9969 Kelly Smith Physician 40.00 0.00 X 342292 0 11375 Patrick Rasch Physician 40.00 0.00 X 385598 0 44674 1992736 0 169644 27 0 1 0 Forefront Healthcare LLC 22622 Harper Ave Saint Claires Shores MI 48080 Culinary and Environmental 1301714 HealthTech Management Services 5110 Maryland Way Ste 200 Brentwood TN 37027 Management Services 802835 Berkley Life & Health PO Box 639794 Cincinnati OH 45263 Risk Management 487914 Uniti Med LLC PO Box 31001-2434 Pasadena CA 91110 Medical Staffing 359431 Daniel Richards 13929 Buck Hollow Cove Bluffdale UT 84065 Physician 273000 14 364748 40400 77781 6140 482929 Net Patient Service Revenue 621110 42390330 42390330 Mortgage Subsidy 900099 337692 337692 747110 747110 43475132 905343 905343 36462 15022 21440 21440 21440 1400 23752 0 -23752 1400 -22352 -22352 44862492 43475132 0 904431 X 201685 16005 185680 16426979 15740735 686244 577534 547452 30082 2022503 1918437 104066 1130047 1072242 57805 654562 654562 48626 48626 104216 104216 2580 2580 9017595 7878171 1139424 89810 88810 1000 621037 533503 87534 77911 29333 48578 636083 634993 1090 34232 10792 23440 114493 109143 5350 1057501 1049663 7838 2228534 2021768 206766 1061210 951712 109498 Medical Supplies 4625197 4625197 Provision for Bad Debts 1060230 1060230 Repairs and Maintenance 895151 879784 15367 MT Medicaid Bed Tax 476044 384383 91661 929657 567913 361744 44093417 40120266 3973151 0 925 925 13391837 10832137 5484170 7244214 920356 859670 553217 425790 56003037 25967116 30134084 30035921 14974625 16441761 22269 188647 174925 70845 65656408 66099910 2915720 3473505 19466 0 22421623 21374489 1787586 1410042 27144395 26258036 X 38512013 39841874 38512013 39841874 65656408 66099910 769075 560786 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 2580 0 0 0 2580 0 Part II-B, Line 1: The Organization is a member of several organizations that take part in lobbying. A portion of the dues paid to the various organizations is for lobbying costs. These various organizations advocate on behalf of their members by supporting legislation that is in their collective interests. 1796813 1796813 36016267 12979643 23036624 15765829 11977404 3788425 2424128 1010069 1414059 30035921 Estimated Third Party Payor Settlements 637114 Leases 334212 Subscription Liability-IT 438716 1410042 43305548 560786 -2117730 -1556944 44862492 0 44862492 41975687 0 41975687 2117730 2117730 44093417 Part XI, Line 2d - Other Adjustments: Interest expense reported in revenue on financial statements -1,057,500. Provision for bad debt reported in revenue on financial statements -1,060,230. Part XII, Line 4b - Other Adjustments: Interest expense reported in revenue on financial statements 1,057,500. Provision for bad debt reported in revenue on financial statements 1,060,230. 1 1 X 1 X 0 1 1 0 1 1 337000 337000 0.00760 337000 337000 0.00760 31383 30768 615 0.00000 600182 8000 592182 0.01340 11323676 8364419 2959257 0.06710 11955241 8403187 3552054 0.08050 12292241 8403187 3889054 0.08810 2158 2158 0.00000 2157 2157 0.00000 56023 27788 28235 0.00060 60338 27788 32550 0.00060 1 1060230 0 10359579 10402818 -43239 X 1 1 1 1 Barrett Hospital Development Corp 600 MT Hwy 91 S Dillon MT 59725 www.barretthospital.org 13549 X X X X Provider based clinic Barrett Hospital Development Corporation 1 0 0 1 X X X X X X X X X 22 1 0 1 1 X www.barretthospital.org X 1 22 1 www.barretthospital.org 0 1 X 200.000000000000 X X X X X 1 1 X X X 1 X See Part V, Section C X See Part V, Section C X See Part V, Section C X X X X X X 1 X 0 X X X X 1 X 0 0 Barrett Hospital Development Corporation Part V, Section B, Line 5: A steering committee was convened to assist Barrett Hospital & HealthCare and Beaverhead County Health Department in conducting a CHSD. A diverse group of community members representing various organizations and populations within the community (ex. Elderly, young families, uninsured) came together in January 2023. The Steering Committee met twice during the CHSD process; first to discuss health concerns in the community and offer their perspective in designing the survey instrument, and again to review results of the survey and to assist in prioritization of health needs. In February 2023, surveys were mailed out to residents in Beaverhead County. Survey respondents had the ability to complete the survey mailed to them, or via an online survey hosted at Montana State University's Human Ecology Learning and Problem Solving (HELPS) web portal. The survey was based on a design that has been used extensively in the states of Washington, Wyoming, Alaska, Montana and Idaho. The survey was designed to provide each facility with information from local residents regarding:-Demographics of respondents-Hospitals, primary care providers and specialists used, plus reasons for selection-Local healthcare provider usage-Services preferred locally-Perception and satisfaction of local healthcareBarrett Hospital & HealthCare and Beaverhead County Public Health Department provided aggregated lists of outpatient and inpatient encounters and information regarding service area zip codes. Those zip codes with the greatest number of encounters were selected to be included in the survey. A random list of 800 residents was then selected with the assistance of the MSU HELPS Lab. Residence was stratified in the initial sample selection so that each area would be represented in proportion to the overall served population and the proportion of past encounters. Focus groups and 5 key informant interviews were conducted between December 2022 and March 2023 to identify important local healthcare issues, how to improve the health of the community, and gaps in health services. It was intended that this research would help determine the awareness of local programs and services, as well as the level of satisfaction with local services, providers and facilities. Barrett Hospital Development Corporation Part V, Section B, Line 6b: Beaverhead County Public Health Barrett Hospital Development Corporation Part V, Section B, Line 11: The following is a summary of results identified in the most recent CHNA as needs:1. Access to Healthcare Services and Resources2. Chronic Disease Management & Prevention3. Mental and Behavioral Health4. Socioeconomic & Built EnvironmentNeeds identified but not addressed in the most recent CHNA are, lowering cost of health insurance and care and patient difficulty in getting/affording prescriptions or taking medications regularly. The rationale behind not addressing these issues is that lowering the cost of health insurance, as well as prescription medications, is an issue that is beyond the control of the hospital.During the course of the year, Barrett Hospital & HealthCare continued its work on many of the needs addressed in the 2022 CHNA. Barrett Hospital & HealthCare continues to work towards expanding walk-in clinic hours. Additional visits have been made available during regular walk-in clinic hours. Providers are scheduled to work the walk-in every weekday in order to provide access to those needing care. Barrett Hospital added one additional mid-level provider to the clinic to expand access to care. They actively recruited for additional family medicine and internal medicine providers with an additional provider planned to start in fiscal year 2025. Barrett expanded specialty services adding Urology and Orthopedics to our clinic services. Barrett Hospital & Healthcare had key employees serving on locally elected boards to help build awareness of the community health needs.In FY24, Barrett Hospital didn't do anything additional to address the needs of chronic disease management and prevention, mental and behavioral health and socioeconomic and built environment. We continued to provide existing chronic disease management and behavioral health services. We plan to address these needs in more detail in FY25. Part V, Line 16a-16c: Part V, Line 16a, FAP Website:https://www.barretthospital.org/patient-financial-informationPart V, Line 16b, FAP Application Website:https://www.barretthospital.org/patient-financial-informationPart V, Line 16c, FAP Plain Language Summary Website:https://www.barretthospital.org/patient-financial-information Part I, Line 3c: The Organization does not provide discounted care. If a patient qualifies for financial assistance, the full patient balance is written off. Part I, Line 6a: The organization mailed the community benefit report to their Beaverhead County residents as well as portions of Madison and Jefferson county. The community benefit report is also available on the facility website and in public waiting areas throughout the facility. Part I, Line 7: Charity care expense was converted to cost on line 7a based on an overall cost-to-charge ratio addressing all patient segments. Community Health Services on line 7e and Health Professions Education on line 7f were determined using actual costs. Subsidized health services on line 7g was determined using the costing methods to prepare the cost reports. Part I, Ln 7 Col(f): The amount of bad debt expense removed from the denominator is $1,060,230. Part II, Community Building Activities: Barrett Hospital & Healthcare is an active community emergency preparedness advocate and partners with the county Public Health Director and community organizations (e.g. YMCA) on community wellness initiatives. Barrett Hospital & HealthCare maintains over a mile of walking trails on the campus grounds for community member use. Barrett Hospital & HealthCare partners with local volunteer EMS services and law enforcement to provide education and training. Part III, Line 2: Bad debt expense is reported at charges as recorded by the organization. All discounts and payments on a patient's account are accounted for prior to determining bad debt expense. Part III, Line 4: The footnote to the Organization's financial statements can be found on page 17 and 18 of the attached audited financial statements. Part III, Line 8: The facility is designated as a Critical Access Hospital and is reimbursed by Medicare at 101% of Medicare's costs. There was a shortfall for 2023 due to sequestration. Even though Medicare was at a loss, the Hospital provides services to these patients because access to healthcare and individual's health is important to the Hospital. Therefore, the Medicare shortfall is considered a community benefit.Medicare allowable costs were obtained from the 2023 Medicare cost report. The Medicare Cost Report is completed based on the rules and regulations set forth by the Centers for Medicare and Medicaid Services. Part III, Line 9b: Once a patient applies for financial assistance, their accounts are held at Barrett Hospital & HealthCare or at our extended business office until a determination can be made on their eligibility for financial assistance. Accounts are not sent to collections during the period the patient is eligible for assistance. If an application does not contain all necessary documentation, the patient is notified of all missing elements and an extended deadline is set for the patient to provide additional documentation. All applicants for financial assistance are notified in writing upon approval or denial of financial assistance. Part VI, Line 2: Barrett Hospital & HealthCare uses various tools throughout the year to assess additional community health needs including utilization of a Patient/Family Advisory Council, reviewing patient surveys regarding services provided at Barrett Hospital, and participating in community-wide health initiatives. Part VI, Line 3: Barrett Hospital & HealthCare is committed to implementing and applying their billing and collection policy in a consistent manner while making every effort to assist patients with limited means to receive the support necessary for their financial obligations whether the patient is insured or uninsured.Financial Assistance Policy (FAP) information can be found on our website. The FAP is distributed in multiple patient areas of our clinic (exam rooms/front desk) and hospital (public areas/registration desks). Our Financial Assistance Policy is advertised monthly in a local publication and copies have been mailed out to area businesses and churches in our service area to be posted in their buildings. There is written notification regarding our FAP on every bill that is sent to the patient/guarantor. When calling patients to educate them on their benefits, we advise patients that if they have concerns about the estimated patient costs that they can discuss them with our financial counselors. All patients calling in to discuss their bills or setup payment plans are routed through the financial counselors for process consistency and to provide the best resources available to the patient. A financial assistance notification also prints on after visit summaries and discharge instructions that are provided to patients after all visits. Part VI, Line 4: Barrett Hospital & HealthCare serves the majority of Beaverhead County and Western Madison County residents. The primary service area includes 9 zip codes through Beaverhead County and 5 zip codes in Madison County. The size and rural makeup of Barrett Hospital's service area play a significant role in the services Barrett Hospital & HealthCare provides. Beaverhead County is the largest county in the State of Montana and consists of a population of approximately 9,246 with a population density of 1.7 people per square mile. The nearest major hospital is 64.4 miles from Barrett Hospital.The population aged 65+ in Beaverhead County is 20.6% which is higher than the demographics for the State of Montana (17.2%) and national demographics (14.9%) for this population group. The upsurge in population aged 65+ continues to increase the need for senior services including healthcare.Socioeconomic factors also play a role in the health of the population that Barrett Hospital & HealthCare services. Beaverhead County has a higher percentage of the population that falls below the federal poverty levels and higher uninsured rates than National and State of Montana measures. 16.1% of the population of Beaverhead County is considered low income and falls below the federal poverty levels compared to 14.4% for the State of Montana. The median income for Beaverhead County is $43,880, which is lower than the Montana median income of $50,801. Beaverhead County also has an uninsured rate of 18%, as compared to the State of Montana rate of 17% and the national measure at 15.7%. Part VI, Line 5: Barrett Hospital & HealthCare is dedicated to providing high value healthcare and services for our community. All surplus revenues are reinvested into the facility, equipment, or programs at Barrett Hospital & HealthCare. The funds are utilized for quality initiatives to improve patient care, expand our facility, expand available services, and advance training programs. As a not-for-profit health system, Barrett Hospital & HealthCare reinvests profits into the community by helping manage chronic conditions including diabetes, promoting wellness, and providing programs to serve the poor and uninsured. In addition, Barrett Hospital is invested in the education and training of physician residents, medical students and other medical professional students at our site including 21 physician resident/students and PA/NP students and 13 occupational therapy, nursing, EMT, laboratory scientists and diagnostic imaging students. Barrett Hospital & HealthCare offers low cost wellness programs (e.g. weight loss, lab screenings, student-athlete sports physicals) to the community, is an active community emergency preparedness partner, provides trauma prevention education, and partners with the county Public Health Director and community organizations (e.g. YMCA) on community wellness initiatives. Barrett Hospital & HealthCare sponsors the local Cancer Support Community gatherings and maintains over a mile of walking trails on the campus grounds for community member use. Barrett Hospital & HealthCare subsidizes the Home Health and Hospice programs for the community and partners with local volunteer EMS services and law enforcement to provide education and training.Barrett Hospital & HealthCare participates in government sponsored health programs including Medicare, Medicaid, CHIP, Veteran's Affairs, and Tricare. Barrett Hospital & HealthCare relies on community involvement to help keep in touch with the current needs of the community. Barrett Hospital & HealthCare has a 5 member board of trustees. The members of the board are publicly elected residents of Beaverhead County. In addition, Barrett Hospital has a large volunteer program. Approximately 30 volunteers contribute their time and efforts to the hospital. The hospital also relies on community members for various advisory councils including the Patient Advisory Council. Barrett Hospital & HealthCare is the only hospital in Beaverhead County. Medical staff privileges in the hospital are open to all qualified physicians and providers. Barrett Hospital operates an emergency room that is accessible to anyone needing care regardless of their ability to pay. The emergency room has approximately 4,000 visits annually.Additionally, Barrett Hospital and HealthCare operates a walk-in clinic 5 days per week. 0 0 0 0 0 0 0 0 0 Gregory Moore Physician 311190 0 79200 0 9012 0 17745 0 22133 0 439280 0 0 0 Patrick Rasch Physician 196806 0 170298 0 18494 0 12114 0 32627 0 430339 0 0 0 Sandra McIntyre Physician 235352 0 122076 0 10801 0 15634 0 26973 0 410836 0 0 0 Kelly Smith Physician 225000 0 104177 0 13115 0 11375 0 66 0 353733 0 0 0 Matthew Maunu Physician 291065 0 25000 0 17661 0 0 0 10016 0 343742 0 0 0 Tina Giem CFO 155810 0 0 0 0 0 6414 0 14924 0 177148 0 0 0 Part I, Line 3 Taylor Rose, CEO, received compensation from an unrelated management company, HealthTech Management Services. The organization relies on HealthTech Management Services to have a process in place for determining compensation for the CEO. Form 990, Part VI, Section A, line 3 HealthTech Management Services provides general management services including the employment of our CEO, Taylor Rose. Taylor Rose received $291,010 in compensation and benefits in calendar year 2023 Form 990, Part VI, Section A, line 6 The sole member of the organization is the Public Hospital District, Beaverhead County (d/b/a Barrett Hospital and Healthcare) a Montana statutory public hospital district. 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 An electronic copy of the 990 is presented to the Board during their regular board meeting for review and approval. Form 990, Part VI, Section B, line 12c Annually all employees, the CEO, and board members are required to complete a conflict of interest statement. All possible conflicts of interest are reviewed by the Compliance Committee. The Committee determines what, if any, action is necessary for the individual with the potential conflict to take to avoid said conflict. For board members, this would include recusing themselves during discussions/voting on related matters. Form 990, Part VI, Section B, line 15b Taylor Rose, CEO, receives compensation from an unrelated management company, HealthTech Management Services. The organization relies on HealthTech Management Services to have a process in place for determining compensation for our CEO. The Board of Directors approves the management agreement. Barrett Hospital & HealthCare participates in an annual salary survey with the Montana Hospital Association, which reviews all employee salary ranges, including the CFO, with like healthcare organizations throughout the State of Montana. Physician/provider compensation is reviewed for fair market value with legal counsel upon execution or renewal of an employment agreement or contract. The Board of Directors reviews and approves all physician/provider agreements/contracts. The Board of Directors approves all other wages/salaries, including that of the CFO during the annual budget process. 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 11g Purchased Services: Program service expenses 3,344,803. Management and general expenses 1,111,195. Fundraising expenses 0. Total expenses 4,455,998. Professional Fees: Program service expenses 3,513,009. Management and general expenses 28,229. Fundraising expenses 0. Total expenses 3,541,238. Physician Fees: Program service expenses 1,020,359. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,020,359. Public Hospital District for Beaverhead County 600 Highway 91 South Dillon MT 59725 810357909 Healthcare MT N/A 0 Barrett Hospital Foundation Inc 600 Highway 91 South Dillon MT 59725 363597000 Fundraising for Hospital MT 501(c)(3) Line 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 1