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HomeMy WebLinkAbout08-21-19 Prospera Revolving Loan Fund Committee MinutesBOZEMAN REVOLVING LOAN FUND COMMITTEE COMMITTEE MEETING MINUTES August 21, 2019 2:00 PM Prospera Business Network Committee Members Present: Chris Mehl, Erin Gallinger, Scott Nicholson Prospera Staff Present: Alex Evans, Paul Reichert Presenters: Chris Leonard Meeting called to order at 2:00 PM Loan Executive Session: Business: Eating Disorder Center of Montana (EDCMT) Presentation from client: 18 months ago, EDCMT was at capacity in their current facility at 14 S. Willson and were turning people away. That led them to eventually acquiring the Voss House and renovating it for more capacity. Chris then elaborated on the history of eating disorders and the role that EDCMT plays in treating clients. They currently have three levels of care – Partial Hospitalization Program (PHP), Intensive Outpatient Program (IOP), and the Outpatient Program. Initially, they only provided PHP and IOP services. Recently they began performing outpatient care due to increased capacity instead of referring them out to other providers. The purchase of Voss House allowed them to expand current operations provides a place for patients outside of Bozeman to stay and make it easier for them to receive treatment. This is currently the only eating disorder center in MT. In 2019, half the patients in the PHP and IOP recovered all at once leaving a significant revenue shortfall. The staff believed it would be temporary but has extended longer than anyone thought. They are still optimistic because in the past they have seen services pick back up in the fall when students come back to school. In the months that have followed the sudden decline in patients the EDCMT has taken several steps to adjust to these changes. They reorganized staff and cut expenses wherever they could. They have also increased marketing and visited many health providers around the state. Further, a licensure program for eating disorder center was approved by the state of Montana in May of 2018. This enables the EDCMT to be in-network with insurance providers. What is the reimbursement model? EDCMT is recognized by all major insurance agencies. Before licensing they had to negotiate. Currently, they are in network with Allegiance and Cigna and are working with other insurance providers. Was the change in census tied to rate changes? No, change in census was not related to rate changes. Rates have remained the same, but it is challenging to work with many insurers. EDCMT needs to have around 5 and 4 of PHP and IOP, respectively to operate in the black. Minimum staff can support 8 and 8. If there is additional demand in IOP can start evening program which would increase IOP to a maximum of 16. Staff can be moved around to meet demand. Most of the part-time staff serve those in need of outpatient services. The first quarter of 2019 had a very strong census and led to increase in staff to meet demand. Things turned very quickly in May of 2019 when four patients recovered and left treatment. That led them to put more emphasis on building up the outpatient base. The focus had always been on PHP and IOP. How long is a patient with EDCMT? Typically, patients are there for long periods of time. It unpredictable since each patient has different needs. They are usually there for months at a time. There is typically a turnover of one to two patients a month. What are the EDCMT’s exit strategies? They are not tied into a long-term lease in the building at 14 S. Willson and can leave at any time. They can also sell Voss House if needed, but this would be a last resort. They can also sell the business to a large regional eating disorder center. The building is very marketable because it is zoned R4. They had a change of use designation that was approved to operate there. The building is also ADA compliant. How quickly do you collect receivables? Very few accounts are collected with 30 days. Approximately 60% are collected within 60 days with the remaining 40% collected after that. Have you made any changes to billing and collections? Yes, this department has been restructured, putting more responsibility on their best collector and consolidating operations. Cash flow is very volatile. Now they are billing daily to speed up the inflow of money any way they can. They can still improve on calling on past due insurance filings and plan to moving forward. They explored taking Medicaid patients but found that it would not be profitable. Purpose: Provide funding of $150,000 for working capital. Loan Committee Action: The majority of conversation revolved around the collateral to cover the loan. In the end, the committee agreed that there was enough collateral to cover all Prospera loans if census did not increase and the Eating Disorder Center was forced to liquidate their assets. This was based off money already injected into the building and the current and proposed debt. The initial cost was $750,000 and $490,000 of debt and equity were spent on renovations for a total of $1,240,000 while the total debt outstanding on the property would total $951,523. The committee recommended a change in the proposed terms to a 12-month interest only period. This will better address the short term need without prolonging the business if it cannot operate profitably. Conditions of loan: 1. Quarterly Requirements: Quarterly profit & loss and balance sheet statements with year to date balances, due within 15 days of the quarter end. 2. Annual Requirements: Due 120 days from fiscal year end. a. Year-end profit and loss statement and business balance sheet b. Personal Income Tax Returns c. Personal financial statement 3. Key person life insurance on the life of Jeni Gochin in the amount of $150,000 each. Motion: Chris made a motion to approve the $150,000 loan with revised conditions of a 12-month interest only term. Scott seconded the motion. Vote: 2 Yes 0 No 1 Abstain Due to the abstention of one member, the proposal will be sent to the two absent committee members for a vote to determine final approval. (Brit Fontenot voted to approve the motion via email – motion was approved on 8/22/2019 with 3 votes for the motion.) Loan Portfolio Summary and Loan Loss Reserve: Prospera proposed adjusting the loan loss reserve based on past conditions of withholding the entire amount of the Helio loan and 6% of the current balance of the remaining loans. The total loan loss reserve would be $146,478.06. Motion: Aaron moved to approve the loan loss reserve as proposed. Scott seconded the motion. The motion was approved. Vote: 3 Yes 0 No 0 Abstain Loan Portfolio Summary – Three Happy Cats, LLC paid off their loan on August 5, 2019. Helio Collective has been making payments as agreed based on the new change in terms agreement from June 2018. Under those terms the note balloons in December of 2019. Oh Nelly, LLC filed for bankruptcy, but they have reaffirmed their debt with Prospera and are making payments as agreed. Bozeman Fiber’s debt will balloon in June of 2020. The status of this note is uncertain. They are currently trying to work with a consortium of local banks to extend their current financing. The other two loans are performing and being paid as agreed. Adjourned: 3:30 PM