Home-Based Services Initiative LLC FY2022 filing

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A Medicare certified home health and hospice agency serving Yellowstone County MT.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $488K a year · 12% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$225K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 5 voting members
Looks good: 3 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.8M
-8% vs prior year
Spent
$3.7M
To programs
80%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$3.8M
FY2022▼ -8%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.7M
FY2021$4.2M
FY2022$3.8M
FY2023$4.4M
FY2024$4.6M
Expenses
$3.7M
FY2022▲ +13%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.1M
FY2021$3.2M
FY2022$3.7M
FY2023$4.0M
FY2024$4.3M
Net assets
$1.3M
FY2022▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.2M
FY2022$1.3M
FY2023$1.1M
FY2024$1.3M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $3.0M Management & general 20% · $718K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director (jan - Aug)
$0Pt VII · Sec A
Director (sept - Dec)
$0Pt VII · Sec A
Director (sept - Dec)
$0Pt VII · Sec A
Administrator
$0Pt VII · Sec A
See Home-Based Services Initiative LLC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides Medicare-certified home health and hospice care in Yellowstone County, MT.

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Provided by the organization

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2 programs · $3.0M · in their own filed words · FY2022
01

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.

$1.5Mprogram expense
02

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.

$1.4Mprogram expense

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$3.8M
Ln 12
Fees for servicesLn 2g$3.8M
Investment incomeLn 3$26K
Gifts and grantsLn 1h$5K
Money outPt IX
$3.7M
Ln 25
Programscol B$3.0M
Managementcol C$718K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$853K
Total assetsLn 16$1.6M
LiabilitiesLn 26$225K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5K
Government grantsLn 1e$2K
Fees for servicesLn 2g$3.8M
Investment incomeLn 3$26K
Gains on assetsLn 7$25K
Total revenueLn 12$3.8M
Assets in detailPt X, end of year
SavingsLn 2$853K
Cash and savings togetherLn 1–2$853K
Land, buildings, equipmentLn 10c$202K
Other assetsLn 15$58K
Total assetsLn 16$1.6M
LiabilitiesLn 26$225K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 616
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$1.0M$853K
Land, buildings, equipmentLn 10c$212K$202K
Total assetsLn 16$1.9M$1.6M
LiabilitiesLn 26$722K$225K
Net assetsLn 32$1.2M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$2.2M$2.2M$10K
Pension plan contributionsLn 8$25K$25K$110
Other employee benefitsLn 9$140K$139K$611
Payroll taxesLn 10$166K$165K$722
Management feesLn 11a$207K$207K
Accounting feesLn 11c$17K$17K
Other fees for servicesLn 11g$281K$281K
Advertising and promotionLn 12$26K$26K
Office expensesLn 13$40K$40K
Information technologyLn 14$37K$37K
OccupancyLn 16$53K$53K
TravelLn 17$62K$58K$4K
Conferences, conventions and meetingsLn 19$6K$6K
InterestLn 20$4K$4K
Depreciation, depletion and amortizationLn 22$44K$44K
InsuranceLn 23$20K$20K
Other expenses (24a–d)Ln 24$293K$291K$2K
All other expensesLn 24e$50K$3K$47K
Total functional expensesLn 25$3.7M$3.0M$718K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 13, 2025 $4.6M$4.3M$268K$1.3M 990 PDF
FY2023Filed with the IRS Nov 15, 2024 $4.4M$4.0M$463K$1.1M 990 PDF
FY2022 ViewingFiled with the IRS Nov 15, 2023 $3.8M$3.7M$164K$1.3M 990 PDF
FY2021Filed with the IRS Nov 14, 2022 $4.2M$3.2M$912K$1.2M 990 PDF
FY2020Filed with the IRS Nov 12, 2021 $3.7M$3.1M$632K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $3,835,718 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $306,982$4,788
I-9 Program service revenuePrior year $3,840,594$3,804,776
I-10 Investment incomePrior year $3,716$26,154
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $4,151,292$3,835,718
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,132,635$2,532,469
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,106,199$1,139,486
I-18 Total expensesPrior year $3,238,834$3,671,955
I-19 Revenue less expensesPrior year $912,458$163,763
Part VI · Governance 3 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $3,835,718 across 7 lines filed
VIII-1e Government grants$2,419
VIII-1f All other contributions, gifts and grants$2,369
VIII-1h Total contributions, gifts and grants$4,788
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,804,776$3,804,776
VIII-3 Investment incomeExcluded from tax $1,190$1,190
VIII-7 Net gain or loss on sales of assetsExcluded from tax $24,964$24,964
VIII-12 Total revenueRelated to mission $3,804,776 · Unrelated business $0 · Excluded from tax $26,154$3,835,718
Part IX · Statement of functional expenses $3,671,955 across 18 lines filed
IX-7 Other salaries and wagesPrograms $2,192,027 · Management $9,600$2,201,627
IX-8 Pension plan contributionsPrograms $25,139 · Management $110$25,249
IX-9 Other employee benefitsPrograms $139,426 · Management $611$140,037
IX-10 Payroll taxesPrograms $164,834 · Management $722$165,556
IX-11a Management feesManagement $207,264$207,264
IX-11c Accounting feesManagement $17,172$17,172
IX-11g Other fees for servicesManagement $280,911$280,911
IX-12 Advertising and promotionManagement $25,927$25,927
IX-13 Office expensesManagement $39,572$39,572
IX-14 Information technologyPrograms $36,569$36,569
IX-16 OccupancyManagement $53,160$53,160
IX-17 TravelPrograms $58,386 · Management $3,940$62,326
IX-19 Conferences, conventions and meetingsManagement $6,211$6,211
IX-20 InterestManagement $3,510$3,510
IX-22 Depreciation, depletion and amortizationPrograms $43,923$43,923
IX-23 InsuranceManagement $20,400$20,400
IX-24 Other expenses (24a–d)Programs $290,976 · Management $1,682$292,658
IX-24e All other expensesPrograms $2,683 · Management $47,200$49,883
IX-25 Total functional expensesPrograms $2,953,963 · Management $717,992 · Fundraising $0$3,671,955
Part X · Balance sheet $1,567,492 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,034,578$853,040
X-4 Accounts receivableStart of year $629,404$445,928
X-9 Prepaid expenses and deferred chargesStart of year $1,584$4,009
X-10c Land, buildings and equipment, netStart of year $211,971$201,806
X-14 Intangible assetsStart of year $5,000$5,000
X-15 Other assetsStart of year $45,000$57,709
X-16 Total assetsStart of year $1,927,537$1,567,492
X-17 Accounts payable and accrued expensesStart of year $430,604$126,050
X-25 Other liabilitiesStart of year $168,829$0
X-26 Total liabilitiesStart of year $721,898$225,464
X-27 Net assets without donor restrictionsStart of year $1,205,639$1,342,028
X-32 Total net assets or fund balancesStart of year $1,205,639$1,342,028
X-33 Total liabilities and net assetsStart of year $1,927,537$1,567,492
Part XI · Reconciliation of net assets $1,342,028 net assets at year end
XI-1 Total revenue$3,835,718
XI-2 Total expenses$3,671,955
XI-3 Revenue less expenses$163,763
XI-4 Net assets at start of year$1,205,639
XI-9 Other changes in net assets−$27,374
XI-10 Net assets at end of year$1,342,028

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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