2025-05-13T11:05:56+00:00 2024-06-30 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2023-07-01 431236557 PREFERRED FAMILY HEALTHCARE INC PREF 6606651962 900 E LAHARPE ST KIRKSVILLE MO 63501 MICHAEL SCHWEND OFFICER 6606651962 2025-05-13 true true Krystal Creach P01248198 4178658701 2025-05-13 2023 2025-03-06 01:10:19Z MICHAEL T SCHWEND 900 E LAHARPE ST KIRKSVILLE MO 63501 179212002 false X WWW.PFH.ORG X 1979 MO PREFERRED FAMILY HEALTHCARE, INC. IS A COMMUNITY-BASED HEALTH CARE ORGANIZATION PROVIDING INTEGRATED SERVICES TARGETING THE WHOLE-PERSON. 9 9 4208 30 826235 668749 16499539 19094553 160124435 157085549 742239 474781 -289597 856935 177076616 177511818 92956 5000 0 0 123574696 128968916 0 0 0 37667040 36460488 161334692 165434404 15741924 12077414 134716572 141538779 37795717 36980857 96920855 104557922 X PREFERRED FAMILY HEALTHCARE IS A DYNAMIC AND CARING ORGANIZATION COMMITTED TO PROVIDING INTEGRATED CARE TO ASSIST INDIVIDUALS IN ACHIEVING OVERALL HEALTH AND WELLNESS. false true 52268028 0 59997212 PFH ALSO PROVIDES PERSONAL ASSISTANCE FOR NON-RESIDENTIAL INDIVIDUALS, INCLUDING SUPPORT WITH PERSONAL CARE AND INDEPENDENT LIVING SKILLS (BUDGETING, SHOPPING, USING PUBLIC TRANSPORTATION, ETC.) COMMUNITY INTEGRATION FOCUSES ON PROVIDING THE INDIVIDUALIZED SUPPORT NEEDED TO PARTICIPATE IN THE COMMUNITY, TO LEARN COMMUNITY SKILLS, AND ENGAGE IN RECREATIONAL OR EDUCATIONAL ACTIVITIES. PERSONS SERVED THROUGH THE ISL OR COMMUNITY INTEGRATION EFFORTS HIRE AND EVALUATE THEIR SUPPORT STAFF AND THEIR SERVICE PLANS ARE FULLY PERSON-SERVED-DIRECTED. PFH HAS HELPED PIONEER ASSISTIVE TECHNOLOGY FOR USE BY PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGH 2GETHERTECH, INC. THIS TECHNOLOGY PROVIDES AN OPPORTUNITY FOR PERSONS TO LIVE INDEPENDENTLY (WITHOUT 24 HOUR STAFF) THROUGH INCONSPICUOUS ELECTRONIC MONITORING TO MAINTAIN SAFETY WHILE PROMOTING EVEN GREATER (MEDICATION) COMPLIANCE. THIS COST-EFFECTIVE OPTION HAS BEEN PRAISED BY PAYORS. PFH'S COMMUNITY SERVICES PROGRAM ALSO RECEIVED MEDICAID WAIVER CERTIFICATION FROM THE DEPARTMENT OF MENTAL HEALTH, WITH PFH RECOGNIZED AS A PROVIDER OF INDIVIDUALIZED SUPPORTED LIVING, GROUP HOME, AT HOME, AND DAY HABILITATION SERVICES. DAY HABILITATION SERVICES ARE PROVIDED BOTH IN THE COMMUNITY AND AT OUR TWO-DAY PROGRAM SITES IN JOPLIN (MISSOURI) AND KANSAS CITY (MISSOURI). 41935238 0 55914516 PREFERRED FAMILY HEALTHCARE (PFH) SPECIALIZES IN THE PREVENTION AND TREATMENT OF SUBSTANCE USE DISORDERS (SUD), PROVIDING SERVICES WHICH INCLUDE RESIDENTIAL AND OUTPATIENT TREATMENT, CREATIVE ARTS, SCHOOL-BASED AND COMMUNITY-BASED PREVENTION AND VIRTUAL COUNSELING SERVICES. PFH OFFERS SERVICES TARGETED TO SPECIFIC CONSUMER NEEDS INCLUDING GENDER-SPECIFIC WOMEN'S SERVICES, TRAUMA AND CO-OCCURRING SERVICES, ALUMNI PROGRAMMING, SUPPORTIVE HOUSING, RELAPSE PREVENTION, AND DRUG COURT SERVICES. THE AGENCY HAS PLAYED A SIGNIFICANT ROLE IN THE DEVELOPMENT OF COMPREHENSIVE SUBSTANCE ABUSE TREATMENT AND RECOVERY (CSTAR) PROGRAMMING IN MISSOURI. SINCE OPENING OUR FIRST ADOLESCENT SUD PROGRAM IN 1991, PFH HAS GROWN TO BECOME THE LARGEST PROVIDER OF ADOLESCENT AND ADULT SUBSTANCE ABUSE TREATMENT IN MISSOURI. THE AGENCY'S COMMITMENT TO DEVELOPING AND EXPANDING SERVICES TO MEET THE NEEDS OF ITS CONSUMERS RESULTED IN ADDING NEW SERVICES TO ADDRESS CO-OCCURRING ISSUES; INCORPORATING MEDICATION ASSISTED TREATMENT (MAT); PROVIDING SERVICES TO ASSIST THOSE EXPERIENCING TRAUMA ISSUES; INTEGRATION OF EMPLOYMENT, EDUCATION AND CHILD WELFARE SERVICES AS PART OF TREATMENT TEAM; AND FOCUSING ON THE SPECIFIC NEEDS OF WOMEN AND THEIR FAMILIES. PFH HAS BEEN A LEADER IN GENDER-SPECIFIC SERVICES, OFFERING TWO SPECIALIZED WOMEN'S RESIDENTIAL PROGRAMS TO SUPPORT THE NEEDS OF THE WOMEN AND THEIR FAMILIES DURING TREATMENT AND RECOVERY. COMPONENTS OF EVIDENCE-BASED APPROACHES, INCLUDING MOTIVATIONAL ENHANCEMENT THERAPY (MET), COGNITIVE-BEHAVIORAL THERAPY (CBT), TRAUMA-FOCUSED COGNITIVE-BEHAVIORAL THERAPY (CF-CBT), STRENGTHS-BASED CLIENT-CENTERED APPROACH, AND MOTIVATIONAL INTERVIEWING (MI), ARE WOVEN INTO SERVICE MODALITIES FOR OPTIMAL TREATMENT EFFECTIVENESS. PFH ALSO PROVIDES COMPREHENSIVE, COMMUNITY-BASED PREVENTION TO PREVENT SUBSTANCE USE AMONG YOUTH. THE GOAL OF THE PFH PREVENTION DEPARTMENT IS TO PREVENT ALCOHOL, TOBACCO AND OTHER DRUG USE AMONG YOUTH AND ADULTS WITHIN OUR SERVICE AREA, TRAIN INDIVIDUALS HOW TO RECOGNIZE SYMPTOMS OF MENTAL HEALTH PROBLEMS, AND ASSIST COMMUNITIES IN DEVELOPING AND MAINTAINING COALITIONS, TASK FORCES AND TEAMS TO COMBAT SUBSTANCE USE ISSUES THROUGH PREVENTION PRACTICES, PROGRAMS & POLICIES. PFH PLAYS A SUBSTANTIAL ROLE IN THE PREVENTION ARENA WITH A PRESENCE IN OVER 100 SCHOOLS OFFERING UNIVERSAL PREVENTION STRATEGIES AND MORE TARGETED INTERVENTIONS FOR YOUTH AT RISK OF SUBSTANCE MISUSE. PFH HAS BEEN THE RECIPIENT OF MANY AWARDS, INCLUDING THE NATIONAL COUNCIL AWARD OF EXCELLENCE FOR ITS VIRTUAL TREATMENT PROGRAM TO SERVE PEOPLE IN RURAL AREAS OF MISSOURI WHERE TREATMENT ISN'T EASILY ACCESSIBLE. THIS WAS ONE OF THE FIRST PROJECTS OF ITS KIND ACROSS THE NATION AND HAS POSITIVELY IMPACTED THOUSANDS OF LIVES SINCE THE PROGRAM'S INCEPTION IN 2008. 40402447 0 36602739 PREFERRED FAMILY HEALTHCARE (PFH) OPERATES UNDER THE CERTIFIED COMMUNITY BEHAVIORAL HEALTH ORGANIZATION (CCBHO) MODEL IN MANY COMMUNITIES OFFERING SERVICES TO ADULTS AND CHILDREN. THESE THROUGH CLARITY, PFH HAS INCREASED ACCESS TO PRIMARY AND BEHAVIORAL HEALTH CARE AS WELL AS DENTAL CARE FOR THESE UNDERSERVED COMMUNITIES AND THE VULNERABLE POPULATIONS WHO RESIDE IN THESE AREAS. CLARITY HEALTHCARE HAS UNDERTAKEN A VARIETY OF UNIQUE INITIATIVES TO EXPAND SUD TREATMENT AND HEALTHCARE SERVICES, INCLUDING THE PROVISION OF MOBILE DENTAL SERVICES, SCHOOL-BASED TELEHEALTH SERVICES, COMMUNITY HEALTH WORKERS, AND, THROUGH A PARTNERSHIP WITH THE MISSOURI DEPARTMENT OF CORRECTIONS, RE-ENTRY SERVICES TO ASSIST IN MEETING THE EMPLOYMENT AND BEHAVIORAL HEALTHCARE NEEDS OF EX-OFFENDERS. SERVICES ARE PATIENT-CENTERED, TRAUMA-INFORMED AND RECOVERY ORIENTED WITH AN INTEGRATION OF MEDICAL CARE TO SERVE THE WHOLE PERSON. 4493612 5000 4571082 PROGRAMS INCLUDE SUPPORTED EMPLOYMENT - ASSISTS INDIVIDUALS WITH DISABILITIES IN PREPARATION FOR EMPLOYMENT; EMPLOYMENT SERVICES PLACEMENT AND RETENTION - ASSISTS INDIVIDUALS TO SECURE AND MAINTAIN EMPLOYMENT; EMPLOYMENT SERVICES PLUS - SPECIALIZED PLACEMENT/RETENTION FOR PERSONS WITH AUTISM, BRAIN INJURY OR WHO ARE DEAF/HARD OF HEARING; INDIVIDUALIZED PLACEMENT AND SUPPORT ("IPS") - EVIDENCE-BASED INTEGRATION OF EMPLOYMENT WITHIN SUBSTANCE USE AND MENTAL HEALTH TREATMENT PROGRAMS; AND SKILLS TRAINING IN FOOD SERVICE. IN ADDITION, EMPLOYMENT SERVICES PROVIDES PRE-VOCATIONAL AND SUPPORTED EMPLOYMENT SERVICES TO CLIENTS WITH DEVELOPMENTAL DISABILITIES THROUGH THE MISSOURI DEPARTMENT OF MENTAL HEALTH. PFH'S EMPLOYMENT SERVICES ASSIST OVER 1,000 INDIVIDUALS EVERY YEAR TO OBTAIN A JOB OF THEIR CHOOSING. PREFERRED FAMILY HEALTHCARE (PFH) OFFERS MENTAL HEALTH TREATMENT PROGRAMS FOR YOUTH AND ADULTS SUFFERING FROM A SERIOUS EMOTIONAL DISTURBANCE OR SERIOUS AND PERSISTENT MENTAL ILLNESS. PFH IS ABLE TO SERVE INDIVIDUALS WHO EXPERIENCE DIFFICULTY ACCESSING SERVICES DUE TO BEING UNINSURED. ADDITIONALLY, PFH OPERATES A VAST NETWORK OF OUTPATIENT CLINICS PROVIDING TREATMENT IN OVER 150 SCHOOLS. PFH HAS BEEN AT THE FOREFRONT OF DESIGNING INTERVENTIONS THAT HAVE PROGRESSIVELY ALLOWED FOR MORE AND MORE CLIENTS TO MAINTAIN INDEPENDENCE AND MENTAL WELLNESS. SUCH INTERVENTIONS INCLUDE HEALTH HOME ENGAGEMENT: PFH PARTICIPATES IN THE HEALTH HOME INITIATIVE IN OKLAHOMA AND MISSOURI PROVIDING CARE COORDINATION TO INDIVIDUALS WHOSE MENTAL ILLNESS AND PHYSICAL HEALTH SYMPTOMS IDENTIFY THE HIGH-RISK. PFH CONTINUES TO IMPLEMENT INNOVATIVE PRACTICES ACROSS OUR FOUR STATE SERVICE AREA. THIS IS EVIDENCED BY NUMEROUS FEDERAL AND FOUNDATION GRANT AWARDS WHICH ALLOW PFH THE ABILITY TO PILOT WHAT HAVE TURNED OUT TO BE HIGHLY SUCCESSFUL INTEGRATED CARE EFFORTS. SUCH INITIATIVES INCLUDE: SPECIALIZED SUD TREATMENT SERVICES FOR PREGNANT AND POSTPARTUM WOMEN, CERTIFIED COMMUNITY-BASED HEALTH CENTER SERVICES, ASSERTIVE COMMUNITY TREATMENT FOR TRANSITIONAL AGED YOUTH, EXPANDED MEDICATION-ASSISTED TREATMENT (MAT), AND NUMEROUS OTHER PROGRAMS WHICH ASSIST IN COORDINATING PRIMARY & BEHAVIORAL HEALTH CARE FOR INDIVIDUAL WITH COMORBIDITIES. YOUTH AND FAMILY - PREFERRED FAMILY HEALTHCARE (PFH) SUPPORTS CHILDREN, YOUTH, AND FAMILIES WITH COMPLEX NEEDS, INCLUDING: CHILDREN AND YOUTH WHO ARE AT RISK OF BEING REMOVED FROM HOME OR WHO HAVE BEEN REMOVED WITH THE GOAL OF REUNIFICATION; CHILDREN AND YOUTH WITH SERIOUS EMOTIONAL, NEUROBIOLOGICAL OR BEHAVIORAL DISTURBANCE, AND THEIR FAMILIES; AND CHILDREN AND YOUTH HAVING PROBLEMS THAT PLACE THE CHILDREN OR YOUTH AT RISK. A VARIETY OF PROGRAMS ARE OFFERED THROUGH MISSOURI TO SUPPORT THESE YOUTH AND THEIR FAMILIES, INCLUDING: CHAFEE FOSTER CARE INDEPENDENCE PROGRAM, AND TRANSITIONAL LIVING SCATTERED SITE. PFH IS ALSO THE PROUD RECIPIENT OF THREE FEDERAL REGIONAL PARTNERSHIP GRANTS (FUNDED BY THE CHILDREN'S BUREAU, ADMINISTRATION FOR CHILDREN, YOUTH & FAMILIES) WHICH ARE AIMED AT IMPACTING CHILD WELFARE AND PARENTAL SUBSTANCE USE CONCURRENTLY. THIS FUNDING HAS ALLOWED PFH TO FORMALIZE THE CREATION OF A MULTIDISCIPLINARY TEAM (CHILD WELFARE, TREATMENT, AND EMPLOYMENT) WHICH GENERATES SIGNIFICANT COST SAVINGS FOR THE STATE OF MISSOURI. DOMESTIC VIOLENCE - PREFERRED FAMILY HEALTHCARE (PFH) HAS PROVIDED DOMESTIC VIOLENCE (DV) VICTIM SERVICES SINCE 1979 AND SEXUAL ASSAULT (SA) VICTIM SERVICES SINCE 2001 IN THE GREATER ST. LOUIS METROPOLITAN REGION. DV & SA SERVICES PROVIDED AT PFH INCLUDE A 24-HOUR CRISIS HOTLINE AND INTERVENTION, EMERGENCY SHELTER, INDIVIDUAL AND GROUP COUNSELING OUTREACH, EMERGENCY RESPONSE TEAMS, AND COMMUNITY EDUCATION. IN ORDER TO PROVIDE EFFECTIVE SERVICES, PFH'S DV ADVOCATES HAVE ESTABLISHED RECIPROCAL RELATIONSHIPS WITH STATE AND LOCAL ORGANIZATIONS INCLUDING MISSOURI DEPARTMENT OF PUBLIC SAFETY, DEPARTMENT OF SOCIAL SERVICES, DEPARTMENT OF HEALTH AND SENIOR SERVICES, LOCAL POLICE DEPARTMENTS, PROSECUTING ATTORNEYS' OFFICES, HOSPITALS, AND COMMUNITY SERVICE AGENCIES. COLLABORATIVE EFFORTS ARE THE CRUX OF THE ORGANIZATION, ENSURING EACH INDIVIDUAL SERVED IS OFFERED THE UTMOST IN CARE AND SUPPORT. THROUGH COLLABORATIONS IN THE COMMUNITY, ADVOCATES ARE ABLE TO PROVIDE WRAPAROUND SERVICES FOR CLIENT NEEDS THAT MAY OTHERWISE GO UNMET. PFH CONTINUOUSLY PROVIDES COMMUNITY EDUCATION AND TRAINING TO PROMOTE AWARENESS ON ISSUES THAT VICTIMS OF DV & SA FACE AND TO TEACH OTHER HELPING PROFESSIONALS HOW TO HANDLE DISCLOSURE OF VICTIMIZATION. 4493612 5000 4571082 139099325 true true false true false false false false false true false false true true false false true false false false false false false false false false false false true true false false false false false false false false true false false false false false true true true true false false true 303 0 true 4208 true true true false false false false false false false false false false false X 9 9 true false false false true false true true true false false true true true true true true false false true true IL X JENNIFER GAGNON 4177615000 2885 W BATTLEFIELD SPRINGFIELD MO 65807 ANTHONY HENDERSON SECRETARY 1.0 4.0 X X 0 0 0 DONALD CROSBY TREASURER 1.0 3.0 X X 0 0 0 LISA FAIRLEY VICE CHAIR 1.0 3.0 X X 0 0 0 ROBERT BERRY CHAIRMAN 1.0 4.0 X X 0 0 0 ELPHANIE SWIFT DIRECTOR 1.0 4.0 X 0 0 0 JIM BERGMAN DIRECTOR 1.0 3.0 X 0 0 0 JOHN JAY BENSON DIRECTOR 1.0 3.0 X 0 0 0 SHARON BROWN DIRECTOR 1.0 3.0 X 0 0 0 STANLEY MELTON DIRECTOR 1.0 3.0 X 0 0 0 ADAM ANDREASSEN CHIEF OPERATING OFFICER END 11/23 1.0 52.0 X 0 338470 74033 ANDREW SCHWEND CHIEF STRATEGY OFFICER 1.0 52.0 X 0 328720 107165 CJ DAVIS PRESIDENT AND CEO 1.0 52.0 X 0 893047 260425 GARIMA SINGH CHIEF MEDICAL OFFICER 1.0 52.0 X 0 504448 26914 JENNIFER GAGNON CHIEF FINANCIAL OFFICER 1.0 52.0 X 0 439519 128739 MICHAEL SCHWEND PRESIDENT AND CEO - PFH 1.0 52.0 X 0 828703 447765 STACEY HUDSON CHIEF HUMAN RESOURCES OFFICER 1.0 52.0 X 0 296488 101254 THOMAS WEBER CHIEF ADMINISTRATIVE OFFICER 1.0 52.0 X 0 417258 124173 CORI PUTZ EVP, RECOVERY 40.0 0 X 207405 0 22931 MARK CONOVER CHIEF REVENUE OFFICER 40.0 0 X 269419 0 46769 MENDIE SCHOELLER CHIEF COMPLIANCE AND ETHICS 40.0 0 X 215250 0 17640 ALEENA HILGER DENTIST 40.0 0 X 316081 0 48676 DANIEL ULRICH MEDICAL DIRECTOR 40.0 0 X 459712 0 48970 HERVEY MADDEN JR PHYSICIAN 40.0 0 X 313615 0 27793 JOE SPALDING PHYSICIAN 40.0 0 X 598867 0 50758 KATARZYNA DERLUKIEWICZ PHYSICIAN 40.0 0 X 341915 0 44129 2722264 4046653 1578134 71 false true false Gourmet Soul LLC 1620 Delmar Blvd St Louis MO 63103 Catering Services 382289 Elite Medical Staffing Group LLC Advance Partners PO Box 31001-2427 Pasadena CA 911102427 Contract Personnel 334152 Berkowitz Oliver LLP 2600 Grand Blvd Suite 1200 Kansas City MO 64108 Legal Services 276497 Douglas Ventures LLC dba Corvus of St Louis LLC 16A Worthington Access Drive Maryland Heights MO 63043 Building Cleaning 202051 Hall Render Killian Heath & Lyman PC PO Box 714570 Cincinnati OH 452714570 Legal Services 201270 10 17952420 1142133 19094553 NET PATIENT SERVICE REVENUE 623990 151853673 151853673 PHARMACY REVENUE 456110 763358 763358 OTHER REVENUE 900099 2919068 2919068 RENTAL REVENUE 623000 1549450 1549450 0 0 0 0 157085549 1844375 1844375 30700 30700 0 30700 30700 330590 1700184 0 -1369594 -1369594 -1369594 GAIN ON INVESTMENT IN EQUITY INVESTEE 900099 826235 826235 0 0 0 0 826235 177511818 157085549 826235 505481 5000 5000 779414 779414 254366 254366 100828224 87405174 13423050 1990051 1704253 285798 17669594 14916959 2752635 7447267 6268431 1178836 665378 665378 180387 180387 21250 21250 4842726 3531921 1310805 0 242895 167866 75029 1897423 1309772 587651 2276550 1573333 703217 5621139 3928645 1692494 2058427 1422587 635840 444887 307463 137424 520622 145986 374636 3949571 2996751 952820 498488 344507 153981 MEDICAL SUPPLIES & DRUGS 6725965 6725965 OTHER PROGRAM EXPENSES 3617424 3617424 FOOD SUPPLIES 2346788 2346788 RECRUITING AND RETENTION 410187 283482 126705 140381 97018 43363 0 165434404 139099325 26335079 0 613503 8952896 35021885 40096799 6469129 2824186 27167479 12744817 0 0 0 625194 885787 79933 511011 1358115 1234428 68027684 18670231 49241255 49357453 89851 1693555 43132 4519761 4108989 9487335 19128858 134716572 141538779 6341739 14218280 4428372 0 17811283 16894000 0 4545840 2826754 4668483 3041823 37795717 36980857 X 95549021 101057225 1371834 3500697 96920855 104557922 134716572 141538779 X 12077414 -4440347 X false true X true true true X 16975126 18940664 27813844 16499539 19094553 99323726 0 0 16975126 18940664 27813844 16499539 19094553 99323726 0 99323726 900420 527573 307042 663919 1875075 4274029 -86503 -152662 3228 9563 726961 500587 0 0 0 0 0 0 104098342 684718984 0.9541 0.9679 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 42795 42795 139092703 139135498 1000000 0 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 48262 134425 38789 42795 264271 250000 250000 250000 250000 1000000 1500000 0 0 1421019 6969880 8390899 1505673 38555202 10667787 29393088 7018895 3123178 3895717 7419593 4615104 2804489 5137422 264162 4873260 49357453 DEFERRED COMPENSATION PLAN ASSETS 57848 ROU ASSETS 1979153 DEPOSITS 369623 OTHER ASSETS 92525 DUE FROM RELATED PARTY 10340166 DUE FROM THIRD PARTY PAYOR 6289543 19128858 DUE TO RELATED PARTY 863592 ROU LIABILITIES 2120433 DEFERRED COMPENSATION 57798 3041823 Schedule D, Part X, Line 2 UNCERTAIN TAX POSITIONS MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. false true false false false false false false false CJ DAVIS PRESIDENT AND CEO 0 702324 0 187700 0 3023 0 231540 0 28885 0 1153472 0 0 JENNIFER GAGNON CHIEF FINANCIAL OFFICER 0 389209 0 47478 0 2832 0 99057 0 29682 0 568258 0 0 MICHAEL SCHWEND PRESIDENT AND CEO - PFH 0 539577 0 282276 0 6850 0 416500 0 31265 0 1276468 0 0 GARIMA SINGH CHIEF MEDICAL OFFICER 0 493908 0 10000 0 540 0 16500 0 10414 0 531362 0 0 THOMAS WEBER CHIEF ADMINISTRATIVE OFFICER 0 369484 0 45141 0 2633 0 97610 0 26563 0 541431 0 0 ANDREW SCHWEND CHIEF STRATEGY OFFICER 0 291586 0 36162 0 972 0 80280 0 26885 0 435885 0 0 STACEY HUDSON CHIEF HUMAN RESOURCES OFFICER 0 261433 0 31734 0 3321 0 73239 0 28015 0 397742 0 0 ADAM ANDREASSEN CHIEF OPERATING OFFICER END 11/23 0 292577 0 41943 0 3950 0 50600 0 23433 0 412503 0 0 MARK CONOVER CHIEF REVENUE OFFICER 241742 0 23527 0 4150 0 13805 0 32964 0 316188 0 0 0 MENDIE SCHOELLER CHIEF COMPLIANCE AND ETHICS 190861 0 18725 0 5664 0 10598 0 7042 0 232890 0 0 0 CORI PUTZ EVP, RECOVERY 191937 0 14350 0 1118 0 10300 0 12631 0 230336 0 0 0 DANIEL ULRICH MEDICAL DIRECTOR 449712 0 10000 0 0 0 16500 0 32470 0 508682 0 0 0 KATARZYNA DERLUKIEWICZ PHYSICIAN 341915 0 0 0 0 0 16500 0 27629 0 386044 0 0 0 JOE SPALDING PHYSICIAN 598867 0 0 0 0 0 16500 0 34258 0 649625 0 0 0 ALEENA HILGER DENTIST 281760 0 34321 0 0 0 16312 0 32364 0 364757 0 0 0 HERVEY MADDEN JR PHYSICIAN 313615 0 0 0 0 0 15849 0 11944 0 341408 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation BURRELL-PREFERRED, INC., A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE PRESIDENT AND CEO, C.J. DAVIS: -INDEPENDENT COMPENSATION CONSULTANT -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INDIVIDUALS RECEIVED ANNUAL CONTRIBUTIONS TO THEIR 457(F) PLAN FROM BURRELL-PREFERRED INC., A RELATED ORGANIZATION: - MICHAEL SCHWEND $200,000 - C.J. DAVIS $107,520 - JENNIFER GAGNON $45,290 - THOMAS WEBER $44,410 - ADAM ANDREASSEN $34,100 - ANDREW SCHWEND $34,380 - STACEY HUDSON $32,300 THE AMOUNT REPORTED ON SCHEDULE J, PART II, COLUMN (C) INCLUDED THE 2024 CONTRIBUTIONS DUE TO THE TIMING OF CONTRIBUTIONS. A Health and Educational Facilities Authority of MO 421178966 2021-01-27 20400000 Construction/Remodel; payoff old bond false false false A 3506000 0 20400000 9930743 0 9510562 322500 0 0 636195 0 0 2021 true false true true A false true false false 0.0013 0.0013 false false true A false false true false true false false false true A true ELISSA ANDERSON SISTER-STACEY HUDSON 45620 EMPLOYEE WAGES false JENNIFER WILSON DAUGHTER - MICHAEL SCHWEND 208746 EMPLOYEE WAGES false Schedule L, Part IV, Column (b) RELATIONSHIP BETWEEN INTERESTED PERSON 1) ELISSA ANDERSON IS SISTER OF STACEY HUDSON, CHIEF HUMAN RESOURCE OFFICER 2) JENNIFER WILSON IS DAUGHTER OF MICHAEL SCHWEND, PRESIDENT Form 990, Part III, Line 3 Significant changes in program services PREFERRED FAMILY HEALTHCARE ENDED TWO SERVICE LINES ON JANUARY 1, 2024: INTEGRATED CARE/INDIVIDUALIZED SUPPORTED LIVING AND EMPLOYMENT SERVICES. Form 990, Part III, Line 4d Description of other program services (Expenses $ 4,493,612 including grants of $ 5,000)(Revenue $ 4,571,082) PROGRAMS INCLUDE SUPPORTED EMPLOYMENT - ASSISTS INDIVIDUALS WITH DISABILITIES IN PREPARATION FOR EMPLOYMENT; EMPLOYMENT SERVICES PLACEMENT AND RETENTION - ASSISTS INDIVIDUALS TO SECURE AND MAINTAIN EMPLOYMENT; EMPLOYMENT SERVICES PLUS - SPECIALIZED PLACEMENT/RETENTION FOR PERSONS WITH AUTISM, BRAIN INJURY OR WHO ARE DEAF/HARD OF HEARING; INDIVIDUALIZED PLACEMENT AND SUPPORT ("IPS") - EVIDENCE-BASED INTEGRATION OF EMPLOYMENT WITHIN SUBSTANCE USE AND MENTAL HEALTH TREATMENT PROGRAMS; AND SKILLS TRAINING IN FOOD SERVICE. IN ADDITION, EMPLOYMENT SERVICES PROVIDES PRE-VOCATIONAL AND SUPPORTED EMPLOYMENT SERVICES TO CLIENTS WITH DEVELOPMENTAL DISABILITIES THROUGH THE MISSOURI DEPARTMENT OF MENTAL HEALTH. PFH'S EMPLOYMENT SERVICES ASSIST OVER 1,000 INDIVIDUALS EVERY YEAR TO OBTAIN A JOB OF THEIR CHOOSING. PREFERRED FAMILY HEALTHCARE (PFH) OFFERS MENTAL HEALTH TREATMENT PROGRAMS FOR YOUTH AND ADULTS SUFFERING FROM A SERIOUS EMOTIONAL DISTURBANCE OR SERIOUS AND PERSISTENT MENTAL ILLNESS. PFH IS ABLE TO SERVE INDIVIDUALS WHO EXPERIENCE DIFFICULTY ACCESSING SERVICES DUE TO BEING UNINSURED. ADDITIONALLY, PFH OPERATES A VAST NETWORK OF OUTPATIENT CLINICS PROVIDING TREATMENT IN OVER 150 SCHOOLS. PFH HAS BEEN AT THE FOREFRONT OF DESIGNING INTERVENTIONS THAT HAVE PROGRESSIVELY ALLOWED FOR MORE AND MORE CLIENTS TO MAINTAIN INDEPENDENCE AND MENTAL WELLNESS. SUCH INTERVENTIONS INCLUDE HEALTH HOME ENGAGEMENT: PFH PARTICIPATES IN THE HEALTH HOME INITIATIVE IN OKLAHOMA AND MISSOURI PROVIDING CARE COORDINATION TO INDIVIDUALS WHOSE MENTAL ILLNESS AND PHYSICAL HEALTH SYMPTOMS IDENTIFY THE HIGH-RISK. PFH CONTINUES TO IMPLEMENT INNOVATIVE PRACTICES ACROSS OUR FOUR STATE SERVICE AREA. THIS IS EVIDENCED BY NUMEROUS FEDERAL AND FOUNDATION GRANT AWARDS WHICH ALLOW PFH THE ABILITY TO PILOT WHAT HAVE TURNED OUT TO BE HIGHLY SUCCESSFUL INTEGRATED CARE EFFORTS. SUCH INITIATIVES INCLUDE: SPECIALIZED SUD TREATMENT SERVICES FOR PREGNANT AND POSTPARTUM WOMEN, CERTIFIED COMMUNITY-BASED HEALTH CENTER SERVICES, ASSERTIVE COMMUNITY TREATMENT FOR TRANSITIONAL AGED YOUTH, EXPANDED MEDICATION-ASSISTED TREATMENT (MAT), AND NUMEROUS OTHER PROGRAMS WHICH ASSIST IN COORDINATING PRIMARY & BEHAVIORAL HEALTH CARE FOR INDIVIDUAL WITH COMORBIDITIES. YOUTH AND FAMILY - PREFERRED FAMILY HEALTHCARE (PFH) SUPPORTS CHILDREN, YOUTH, AND FAMILIES WITH COMPLEX NEEDS, INCLUDING: CHILDREN AND YOUTH WHO ARE AT RISK OF BEING REMOVED FROM HOME OR WHO HAVE BEEN REMOVED WITH THE GOAL OF REUNIFICATION; CHILDREN AND YOUTH WITH SERIOUS EMOTIONAL, NEUROBIOLOGICAL OR BEHAVIORAL DISTURBANCE, AND THEIR FAMILIES; AND CHILDREN AND YOUTH HAVING PROBLEMS THAT PLACE THE CHILDREN OR YOUTH AT RISK. A VARIETY OF PROGRAMS ARE OFFERED THROUGH MISSOURI TO SUPPORT THESE YOUTH AND THEIR FAMILIES, INCLUDING: CHAFEE FOSTER CARE INDEPENDENCE PROGRAM, AND TRANSITIONAL LIVING SCATTERED SITE. PFH IS ALSO THE PROUD RECIPIENT OF THREE FEDERAL REGIONAL PARTNERSHIP GRANTS (FUNDED BY THE CHILDREN'S BUREAU, ADMINISTRATION FOR CHILDREN, YOUTH & FAMILIES) WHICH ARE AIMED AT IMPACTING CHILD WELFARE AND PARENTAL SUBSTANCE USE CONCURRENTLY. THIS FUNDING HAS ALLOWED PFH TO FORMALIZE THE CREATION OF A MULTIDISCIPLINARY TEAM (CHILD WELFARE, TREATMENT, AND EMPLOYMENT) WHICH GENERATES SIGNIFICANT COST SAVINGS FOR THE STATE OF MISSOURI. DOMESTIC VIOLENCE - PREFERRED FAMILY HEALTHCARE (PFH) HAS PROVIDED DOMESTIC VIOLENCE (DV) VICTIM SERVICES SINCE 1979 AND SEXUAL ASSAULT (SA) VICTIM SERVICES SINCE 2001 IN THE GREATER ST. LOUIS METROPOLITAN REGION. DV & SA SERVICES PROVIDED AT PFH INCLUDE A 24-HOUR CRISIS HOTLINE AND INTERVENTION, EMERGENCY SHELTER, INDIVIDUAL AND GROUP COUNSELING OUTREACH, EMERGENCY RESPONSE TEAMS, AND COMMUNITY EDUCATION. IN ORDER TO PROVIDE EFFECTIVE SERVICES, PFH'S DV ADVOCATES HAVE ESTABLISHED RECIPROCAL RELATIONSHIPS WITH STATE AND LOCAL ORGANIZATIONS INCLUDING MISSOURI DEPARTMENT OF PUBLIC SAFETY, DEPARTMENT OF SOCIAL SERVICES, DEPARTMENT OF HEALTH AND SENIOR SERVICES, LOCAL POLICE DEPARTMENTS, PROSECUTING ATTORNEYS' OFFICES, HOSPITALS, AND COMMUNITY SERVICE AGENCIES. COLLABORATIVE EFFORTS ARE THE CRUX OF THE ORGANIZATION, ENSURING EACH INDIVIDUAL SERVED IS OFFERED THE UTMOST IN CARE AND SUPPORT. THROUGH COLLABORATIONS IN THE COMMUNITY, ADVOCATES ARE ABLE TO PROVIDE WRAPAROUND SERVICES FOR CLIENT NEEDS THAT MAY OTHERWISE GO UNMET. PFH CONTINUOUSLY PROVIDES COMMUNITY EDUCATION AND TRAINING TO PROMOTE AWARENESS ON ISSUES THAT VICTIMS OF DV & SA FACE AND TO TEACH OTHER HELPING PROFESSIONALS HOW TO HANDLE DISCLOSURE OF VICTIMIZATION. Form 990, Part VI, Line 15 COMPENSATION REVIEW THE ORGANIZATION HIRED GALLAGHER TO DO A COMPENSATION REVIEW FOR EXECUTIVES IN OCTOBER 2023 AND MAY 2024. THE MISSOURI BEHAVIORAL HEALTH COUNCIL (MBHC)SPONSORED A CUSTOM COMPENSATION AND BENEFITS SURVEY PERFORMED BY CBIZ IN 2024. THE CEO COMPENSATION WAS APPROVED BY BOTH THE FINANCE COMMITTEE AND THE BOARD. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons C.J. DAVIS AND ADAM ANDREASSEN - Business relationship, ANDREW SCHWEND AND MICHAEL SCHWEND - Family relationship Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE CORPORATION IS BURRELL-PREFERRED, INC., A MISSOURI NONPROFIT CORPORATION (THE MEMBER). THE MEMBER IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE MEMBER SHALL HAVE THOSE RESERVED RIGHTS AND POWERS DESCRIBED BELOW: (A) TO REQUEST, BUT NOT REQUIRE, A DIRECTOR (DEFINED HEREIN) BE REMOVED FROM AND BY THE CORPORATION'S BOARD OF DIRECTORS, WITH OR WITHOUT CAUSE, WHENEVER SUCH ACTION MAY BE DEEMED BY THE MEMBER TO BE IN THE BEST INTERESTS OF THE CORPORATION; (B) TO CONSULT WITH THE CORPORATION'S BOARD OF DIRECTORS REGARDING THE NOMINATION, APPOINTMENT OR ELECTION OF ANY NEW DIRECTOR TO THE CORPORATION'S BOARD OF DIRECTORS; (C) TO CONSULT WITH THE CORPORATION'S BOARD OF DIRECTORS REGARDING ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION AND BYLAWS OF THE CORPORATION PRIOR TO SUCH AMENDMENTS BEING APPROVED BY THE CORPORATION'S BOARD OF DIRECTORS; AND (D) TO CONSULT WITH AND ASSIST THE CORPORATION WITH THE DEVELOPMENT OF THE CORPORATION'S ANNUAL BUDGET, FINANCIAL MANAGEMENT POLICIES AND PROCEDURES, HEALTH CARE AND QUALITY POLICIES AND PROCEDURES AND OTHER OPERATIONAL POLICIES OF THE CORPORATION. THE BYLAWS OF THE CORPORATION MAY BE AMENDED OR REPEALED AND NEW BYLAWS MAY BE ADOPTED BY A VOTE OF THE MAJORITY OF THE BOARD OF DIRECTORS AT A MEETING AT WHICH A QUORUM IS PRESENT, SUBJECT FURTHER TO THE CONSULTATION AND APPROVAL RIGHTS OF THE MEMBER REGARDING ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE BYLAWS THAT PURPORT TO, OR DO OR WOULD, AMEND OR MODIFY THE IDENTITY, RESERVED POWERS OR OBLIGATIONS OF THE MEMBER, INCLUDING, BUT NOT LIMITED TO, ANY AMENDMENT OR MODIFICATION OF THE POWERS OF THE MEMBER AS STATED IN THE BYLAWS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON THE AUDITED FINANCIAL STATEMENTS AND INFORMATION PROVIDED BY THE ACCOUNTING DEPARTMENT OF THE ORGANIZATION. PRIOR TO FILING, A TENTATIVE DRAFT OF THE 990 IS REVIEWED BY THE SYSTEM DIRECTOR OF FINANCE, THE VICE PRESIDENT OF FINANCE, THE EXECUTIVE VICE PRESIDENT OF FINANCE, THE CHIEF FINANCIAL OFFICER, AND THE PRESIDENT/CEO BEFORE BEING PROVIDED TO THE BOARD OF DIRECTORS. THE 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. Form 990, Part VI, Line 12c Conflict of interest policy DIRECTORS, LEADERSHIP, MEDICAL STAFF, KEY ASSOCIATES, AND CONTRACTED PROVIDERS MUST COMPLETE A CONFLICTS OF INTEREST QUESTIONNAIRE UPON HIRE AND ANNUALLY. DIRECTORS, LEADERSHIP AND KEY ASSOCIATES WHO ARE NOT CONSIDERED MEDICAL STAFF SHALL BE VETTED BY THE OFFICE OF COMPLIANCE AND ETHICS. MEDICAL STAFF SHALL BE VETTED BY THE OFFICE OF LICENSING AND CREDENTIALING. CONTRACTED PROVIDERS AND ASSOCIATES SHALL BE DIRECTED TO THE OFFICE OF HUMAN RESOURCES TO BE VETTED BY THE ASSOCIATE OR CONTRACT PROVIDER'S SUPERVISOR OR CHIEF OPERATIONS OFFICER. IF THE BOARD OR COMMITTEE DETERMINES A DIRECTOR HAS A CONFLICT OF INTEREST, THE DIRECTOR SHALL BE RECUSED FROM RECEIVING ANY BOARD DOCUMENTS OR MATERIALS, OR FROM PARTICIPATING IN ANY BOARD OR COMMITTEE DISCUSSIONS OR OTHER ACTIONS WHICH PERTAIN TO THE SUBJECT MATTER WHICH GAVE RISE TO THE BOARD'S DETERMINATION THAT A CONFLICT OF INTEREST EXISTS. IF IT IS DETERMINED SUCH INTERESTS WILL NOT ADVERSELY IMPACT THE BUSINESS INTEREST OF PFH, THE INTERESTS MAY STAND AS DISCLOSED. PFH MAY REQUIRE INTERNAL CONTROLS BE PUT IN PLACE TO ASSURE PFH'S INTERESTS ARE PROTECTED. IF NO INTERNAL CONTROLS CAN SUITABLY PROTECT PFH'S INTERESTS, PFH MAY REQUIRE DIVESTITURE OF INTERESTS IF IT DEEMS THE INTERESTS TO BE IN CONFLICT WITH THE ORGANIZATION'S BEST INTEREST. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, FINANCIALS ARE MADE AVAILABLE AT EACH BOARD MEETING. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO AFFILIATES - -4440347; PFH TRANSPORT LLC 900 E LAHARPE ST KIRKSVILLE MO 635014530 INACTIVE MO 0 0 PREFERRED FAMILY HEALTHCARE BURRELL HOUSING OPTIONS CORPORATION 2885 W BATTLEFIELD SPRINGFIELD MO 65807 830404999 HUD HOUSING MO 501(c)(3) Type I BURRELL INC false BURRELL HOUSING OF SPRINGFIELD 2885 W BATTLEFIELD SPRINGFIELD MO 65807 270592500 HUD HOUSING MO 501(c)(3) 7 BURRELL INC false BURRELL FOUNDATION 2885 W BATTLEFIELD SPRINGFIELD MO 65807 431467704 SUPPORT MO 501(c)(3) Type II BURRELL INC false INDEPENDENT RESIDENTIAL SERVICES 2885 W BATTLEFIELD SPRINGFIELD MO 65807 431372115 HOUSING MO 501(c)(3) 10 BURRELL INC false BURRELL-PREFERRED INC 2885 W BATTLEFIELD SPRINGFIELD MO 65807 872756443 SUPPORT MO 501(c)(3) Type III-FI NA false COMPREHENSIVE MENTAL HEALTH SERVICES FDN 2885 W BATTLEFIELD SPRINGFIELD MO 65807 431642592 SUPPORT MO 501(c)(3) 7 BURRELL INC false YOUTH BRIDGE INC 2885 W BATTLEFIELD SPRINGFIELD MO 65807 710387126 COUNSELING AR 501(c)(3) 7 BURRELL INC false GOOD SHEPHERD MANOR HOUSING CORPORATION 900 E LAHARPE ST KIRKSVILLE MO 63501 431536704 HUD HOUSING MO 501(c)(3) Type I PFH INC true GOOD SHEPHERD VILLAGE HOUSING CORPORATION 900 E LAHARPE ST KIRKSVILLE MO 63501 141987692 HUD HOUSING MO 501(c)(3) Type I PFH INC true BURRELL INC 2885 W BATTLEFIELD SPRINGFIELD MO 65807 431081715 COUNSELING MO 501(c)(3) 7 NA false SOUTHEAST MISSOURI BEHAVIORAL HEALTH INC 5536 HIGHWAY 32 PO BOX DRAWER 459 FARMINGTON MO 63640 430956146 COUNSELING MO 501(c)(3) 7 BURRELL-PREFERRED INC false ADULT & CHILD HEALTH INC 8320 MADISON AVE Indianapolis IN 46227 351534713 HEALTHCARE IN 501(c)(3) 3 BURRELL-PREFERRED INC false SUPPORTED LIVING AND EMPLOYMENT SERVICES INC 2885 W BATTLEFIELD SPRINGFIELD MO 65807 933516474 SUPPORTED LIVING MO 501(c)(3) 7 BURRELL-PREFERRED INC false CALLYN HEIGHTS APARTMENTS LP 900 E LAHARPE ST KIRKSVILLE MO 635014520 364752772 LOW INCOME HOUSING MO CALLYN HEIGHTS LLC Related -18 503364 false 0 true 0.0001 CHLOE PLACE APARTMENTS LP 900 E LAHARPE ST KIRKSVILLE MO 635014520 472660591 LOW INCOME HOUSING MO CHLOE PLACE LLC Related -18 913265 false 0 true 0.0001 EDENTON RIDGE APARTMENTS LP 2885 W BATTLEFIELD ST SPRINGFIELD MO 658073952 364727964 HOUSING MO BURRELL INC Related JAMES PLACE MANAGEMENT LLC 5051 S NATIONAL AVE SUITE 4-100 SPRINGFIELD MO 65810 465180353 HOUSING MO BURRELL INC Related CALLYN HEIGHTS APARTMENTS LLC 900 E LAHARPE ST KIRKSVILLE MO 635014520 453736330 HOUSING MO PREFERRED FAMILY HEALTHCARE C Corporation 0 99872 1 true CHLOE PLACE APARTMENTS LLC 900 E LAHARPE ST KIRKSVILLE MO 635014520 463340704 HOUSING MO PREFERRED FAMILY HEALTHCARE C Corporation 0 170106 1 true 2GETHERTECH INC 2885 W BATTLEFIELD SPRINGFIELD MO 658073952 461641402 ASSISTIVE TECH MO PREFERRED FAMILY HEALTHCARE S Corporation 688438 906356 0.8332 true ADULT & CHILD RESIDENTIAL PROPERTIES LLC 2885 W BATTLEFIELD SPRINGFIELD MO 65807 475591352 RESIDENTIAL RENTAL PROPERTY IN ADULT & CHILD HEALTH INC C Corporation false true false false true false false false false true true false true true false true true true true true CALLYN HEIGHTS APARTMENTS LP S 80000 FMV 2GETHERTECH INC L 62400 FMV 2GETHERTECH INC O 768624 FMV 2GETHERTECH INC A 20400 FMV CHLOE PLACE APARTMENTS LP A 10882 FMV CALLYN HEIGHTS APARTMENTS LP A 15896 FMV CALLYN HEIGHTS APARTMENTS LP D 380000 FMV CHLOE PLACE APARTMENTS LP D 505787 FMV