Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 6,007,183 | 16,975,126 | 18,940,664 | 27,813,844 | 16,499,539 | 86,236,356 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 6,007,183 | 16,975,126 | 18,940,664 | 27,813,844 | 16,499,539 | 86,236,356 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 0 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 86,236,356 | |||||
Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 6,007,183 | 16,975,126 | 18,940,664 | 27,813,844 | 16,499,539 | 86,236,356 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 464,476 | 900,420 | 527,573 | 307,042 | 663,919 | 2,863,430 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | |||||
| 11 | Total support. Add lines 7 through 10 | 89,099,786 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4A | COMMUNITY SERVICES CONTINUED: 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, H 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). |
| FORM 990, PART III, LINE 4B | PREVENTION AND TREATMENT SERVICES CONTINUED: 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, TASKS 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. |
| FORM 990, PART III, LINE 4C | CCBHO SERVICES CONTINUED: 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. |
| FORM 990, PART III, LINE 4D | OTHER PROGRAM SERVICES: EMPLOYMENT SERVICES - PREFERRED FAMILY HEALTHCARE'S (PFH) EMPLOYMENT SERVICES OFFER AN ARRAY OF DIFFERENT COMMUNITY-BASED SERVICES, WITH THE PRIMARY FOCUS BEING TO FACILITATE THE SUCCESS OF INDIVIDUALS WITH DISABILITIES AS THEY: (A) IDENTIFY A JOB GOAL THROUGH INDIVIDUALIZED CAREER PLANNING, (B) SEARCH, APPLY AND INTERVIEW FOR JOBS MATCHING THEIR IDENTIFIED GOAL, AND (C) SUSTAIN THEIR EMPLOYMENT ONCE HIRED. 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, SECTION A, LINE 2 | FAMILY OR BUSINESS RELATIONSHIP: C.J. DAVIS AND ADAM ANDREASSEN HAVE A BUSINESS RELATIONSHIP. ANDREW SCHWEND IS THE SON OF MICHAEL SCHWEND. |
| FORM 990, PART VI, SECTION A, LINES 6 & 7B | MEMBERS: 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. 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, SECTION B, LINE 11B | REVIEW OF FORM 990: 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. A COPY OF THE FORM 990 WAS DELIVERED TO ALL BOARD MEMBERS FOR REVIEW AND APPROVAL PRIOR TO SIGNING AND FILING. |
| FORM 990, PART VI, SECTION B, 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, SECTION B, LINES 15A & 15B | COMPENSATION REVIEW: BURRELL-PREFERRED, INC., A RELATED ORGANIZATION, HIRED GALLAGHER TO DO A COMPENSATION REVIEW FOR EXECUTIVES IN JULY 2021. THE MISSOURI BEHAVOIORAL HEALTH COUNCIL (MBHC) SPONSORED A CUSTOM COMPENSATION AND BENEFITS SURVEY PERFORMED BY CBIZ IN 2022. THE CEO COMPENSATION WAS APPROVED BY BOTH THE FINANCE COMMITTEE AND THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENT DISCLOSURE: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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