AGRACE HOSPICECARE INCORPORATED: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AGRACE HOSPICECARE INCORPORATED (EIN 39-1319537)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-04
- IRS object ID
- 202412489349301311
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-04T11:04:35+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391319537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agrace HospiceCare Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGRA | BusinessNameControlTxt |
| Phone | 6082764660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E Cheryl Parkway | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynne Sexten | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Signature | 2024-09-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mallory Fairless | PreparerPersonNm |
| PTIN | P01321579 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2024-09-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lynne Sexten | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E Cheryl Parkway | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $108,027,807 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.agrace.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | Our mission, "Providing personalized care and support, where and when you need it, for life's changing health needs," (continued on Schedule O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1113 | TotalEmployeeCnt |
| Total Volunteers | 573 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,515,189 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,396,808 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $87,814,827 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $100,540,021 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,390 | PYInvestmentIncomeAmt |
| CY Investment Income | $143,990 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,565,917 | PYOtherRevenueAmt |
| CY Other Revenue | $3,434,957 | CYOtherRevenueAmt |
| PY Total Revenue | $93,932,323 | PYTotalRevenueAmt |
| CY Total Revenue | $107,515,776 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,800,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,050,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,421,208 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $69,423,008 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,467,810 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,656,185 | PYOtherExpensesAmt |
| CY Other Expenses | $32,071,076 | CYOtherExpensesAmt |
| PY Total Expenses | $91,877,393 | PYTotalExpensesAmt |
| CY Total Expenses | $107,544,084 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,054,930 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$28,308 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $120,771,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,445,650 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,765,229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,909,541 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,006,166 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $126,536,109 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AGRACE'S MISSION IS Providing personalized care and support, where and when you need it, for life's changing health needs. AGRACE'S VISION IS BUILDING A FUTURE WHERE EVERY PERSON EXPERIENCES extraordinary care and guidance while aging or seriously ill. (CONTINUED IN SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $73,528,226 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $95,493,174 | RevenueAmt |
| Desc | CLINICAL PATIENT CARE - AGRACE OFFERS THE MOST COMPREHENSIVE CARE AVAILABLE. PATIENTS AND FAMILIES SERVED BY AGRACE ARE PROVIDED THE EXPERT HELP OF A COMPASSIONATE TEAM OF END-OF-LIFE PROFESSIONALS INCLUDING: NURSES, CERTIFIED NURSING ASSISTANTS, SOCIAL WORKERS, SPIRITUAL & GRIEF COUNSELORS, VOLUNTEERS, PHYSICIANS AND PHARMACISTS. THE HOSPICE CARE TEAM ASSESSES THE UNIQUE NEEDS OF EACH PATIENT AND FAMILY. For hospice patients who have dementia or other memory care needs, the Agrace Hospice Memory Care Suites are a homelike, 12 room secure unit that is specially designed to be comforting and safe. The Suites are located in our Madison area campus in Fitchburg. In 2023, 57 patients were served in the Memory Care Suites. WORKING TOGETHER, AGRACE STAFF, TRAINED VOLUNTEERS, AND THE PATIENT'S PHYSICIAN DELIVER COMPREHENSIVE CARE FOCUSED ON HELPING THE PATIENT AND THEIR FAMILY LIVE LIFE TO THE FULLEST. Agrace also provides Supportive Care, a palliative care services for people who have a serious illness but are not receiving hospice care. IN 2023, THE ORGANIZATION PROVIDED APPROXIMATELY $6,634,000 OF COMMUNITY BENEFIT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,648,331 | ExpenseAmt |
| Grant | $6,050,000 | GrantAmt |
| Revenue | $919,209 | RevenueAmt |
| Desc | AGRACE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2023, 749 SPECIALLY TRAINED VOLUNTEERS PROVIDED 63,750 HOURS OF SERVICE. BECAUSE OF THIS SUPPORT, AGRACE IS ABLE TO DEFER SOME STAFFING COSTS AND CONTINUE TO PROVIDE COMPASSIONATE, EXPERT CARE TO PATIENTS AND FAMILIES. SOME OF THE VOLUNTEER POSITIONS INCLUDE IN-HOME AND RESIDENTIAL PATIENT AND FAMILY VOLUNTEER; GRIEF SERVICES, ADMINISTRATIVE OFFICE WORK, FLOWER ROOM AND KITCHEN VOLUNTEER; VIGIL PROGRAM; AND AGRACE hospitality volunteer. FOOD SERVICE: AGRACE EMPLOYS TALENTED CHEFS TO PROVIDE OUR PATIENTS AND FAMILIES COMFORTING MEALS COOKED WITH LOCALLY GROWN, OFTEN ORGANIC FRESH PRODUCE, MEATS AND HERBS. STAFF DIETITIANS WORK WITH THE KITCHEN STAFF TO PREPARE MEALS THAT PROVIDE SUSTENANCE AND COMFORT TO PATIENTS. SOMETIMES A PATIENT WILL NOT BE ABLE TO DIGEST SOLID FOODS, BUT SMALL MEALS CAN BE PREPARED FOR THEM TO ENJOY THE COMFORTS OF THE SMELLS THAT MEALS PROVIDE. IN ADDITION TO PATIENT AND FAMILY MEALS, AGRACE FOOD SERVICES MAKES nutritious meals and snacks for clients at the Agrace Adult Day Center. FRESH BAKED GOODS, COFFEE AND TEA AVAILABLE FOR PURCHASE BY STAFF, VOLUNTEERS, GUESTS, EDUCATIONAL EVENT ATTENDEES at the Doc Rock Cafe at our Madison campus. IN 2023, AGRACE, INC. TRANSFERRED FUNDS TOTALING $6,050,000 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION, INC. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,214,680 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,212,970 | RevenueAmt |
| Desc | Agrace HME, LLC is a disregarded entity that was established in 2019 to provide home medical equipment to Agrace hospice patients. With a fleet of delivery vans and a caring crew of DME technicians, Agrace delivers home medical equipment to our hospice patients. Agrace HME has two equipment warehouses, in Waunakee and Milton, where we use state-of-the-art software and systems to ensure medical equipment is delivered to patients quickly and accurately. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,990,499 | $0 | $1,495,196 | Agrace Age at Home, LLC is a disregarded entity that was established in 2018 to help Dane County seniors live independently as they age. Services are provided in the client's home to support independence: personal care, housekeeping, cooking, errands, companionship, exercise support, medication reminders and much more. Agrace Age at Home serves both hospice and non-hospice clients. In 2023, Age at Home caregivers served 208 clients and provided more than 35,411 hours of in-home care. |
| $1,821,669 | $0 | $0 | COMMUNITY Education - AS THE Community's Nonprofit HOSPICE, AGRACE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO serious illness, DEATH, DYING, CARE GIVING, and GRIEF. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN 2023, 243 NURSING AND MEDICAL STUDENTS, RESIDENTS AND FELLOWS, PHARMACY STUDENTS AND STUDENTS FROM OTHER HEALTH CARE PROFESSIONS PARTICIPATED IN ROTATIONS AT AGRACE. SINCE THE INITIATION OF THE AGRACE ROTATION PROGRAM IN 1995, APPROXIMATELY 3,103 STUDENTS, INTERNS, RESIDENTS, FELLOWS AND WORKING HEALTH CARE PROFESSIONALS FROM INSTITUTIONS OF HIGHER LEARNING HAVE COMPLETED AN EDUCATIONAL EXPERIENCE AT AGRACE. AGRACE RECEIVES NO REIMBURSEMENT FOR THESE ROTATIONS WITH THE EXCEPTION OF AN ANNUAL STIPEND FROM THE UW-MADISON SCHOOL OF PHARMACY. |
| $1,417,462 | $0 | $18,000 | SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2023, AGRACE PROVIDED GRIEF SERVICES TO 498 community members - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE PROVIDES GRIEF SERVICES THROUGH GRIEF SUPPORT GROUPS, HOLIDAY REMEMBRANCE PROGRAMS, AND THE COMMUNITY TRAUMATIC DEATH RESPONSE TEAM. THESE PROGRAMS ARE OFFERED FOR A NOMINAL FEE, AND GRIEF SUPPORT GROUPS ARE OPEN TO ANYONE IN THE COMMUNITY EXPERIENCING GRIEF DUE TO A DEATH, NOT JUST TO PATIENTS AND FAMILIES SERVED BY AGRACE. In 2023, Agrace's Community Grief Team also provided 30 educational presentations to 353 people. Audiences included university students, faith leaders, alcohol/drug treatment participants, senior center attendees, area therapists, community organizations and community members. BUTTERFLY AND BRICK MEMORIALS ARE AVAILABLE FOR INDIVIDUALS TO MEMORIALIZE OR HONOR THE LIFE OF A LOVED ONE. ALTHOUGH PROVIDING GRIEF SUPPORT IS REQUIRED BY STATE AND FEDERAL REGULATIONS, GRIEF SUPPORT SERVICES ARE NOT COVERED BY INSURANCE, MEDICARE, OR MEDICAID REIMBURSEMENT. AGRACE PROVIDES THESE SERVICES BECAUSE THE ORGANIZATION BELIEVES THEY ARE CRITICAL TO HELPING FAMILIES RETURN TO FUNCTIONAL LIVING AFTER THEIR LOSS. |
| $1,091,934 | $0 | $492,904 | Agrace Adult Day Center, LLC is a disregarded entity that was established in 2020. In July 2021, Agrace opened its doors to a freestanding Adult Day Center located at 1702 W. Beltline Highway, Madison. The Center is a safe, supportive place for older adults who need companionship and help with daily activities. As clients enroll at the Center, they have a functional assessment to help our staff understand their needs and interests so what they like can be woven into their daily activities. In 2023, the Center provided daytime care to 115 clients. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,321,564 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,006,100 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $89,712,801 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 150 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1113 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer Maurer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082764660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 EAST CHERYL PARKWAY | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Christopher Queram | |||||||||
| Past Chair - Beginning 4/2023; Chair - Until 3/2023 | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jane Wiedenbeck | |||||||||
| Vice Chair - Beginning 4/2023; Treasurer - Until 3/2023 | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jonathan Jaffrey MD | |||||||||
| Vice Chair - Until 3/2023 / Director | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kelly Ritchie | |||||||||
| Treasurer - Beginning 4/2023 | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ken Thompson | |||||||||
| Chair - Beginning 4/2023; Secretary - Until 3/2023 | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lynne Sexten | |||||||||
| President & CEO | 30.0 | 10.0 | Yes (X) | Yes (X) | $781,840 | $0 | $54,538 | ||
| Matthew Richards | |||||||||
| Secretary - Beginning 4/2023 | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Carey Gehl | |||||||||
| Director - Beginning 4/2023 | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Pamela Wetzel | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Fredric Ransom | |||||||||
| Director - Until 4/2023 | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Lisa Olson | |||||||||
| Director - Beginning 4/2023 | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Lou Bernhardt MD | |||||||||
| Director | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Mary Bonte Spath | |||||||||
| Director | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Steve DiTullio | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Collins | |||||||||
| Director - Beginning 4/2023 | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Tim Size | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer Maurer | |||||||||
| Executive VP and Chief Financial Officer | 30.0 | 10.0 | Yes (X) | $381,402 | $0 | $40,671 | |||
| Amie Goldman | |||||||||
| Chief Growth Officer | 40.0 | 0 | $309,207 | $0 | $32,270 | Yes (X) | |||
| Jennifer Flugaur | |||||||||
| Chief Quality Officer | 40.0 | 0 | $233,193 | $0 | $46,146 | Yes (X) | |||
| Jennifer Malak | |||||||||
| VP, Customer Access | 40.0 | 0 | $227,577 | $0 | $23,906 | Yes (X) | |||
| Kari Potter | |||||||||
| VP, Human Resources | 40.0 | 0 | $261,736 | $0 | $35,197 | Yes (X) | |||
| Mary Barros | |||||||||
| VP, Senior Services | 40.0 | 0 | $191,693 | $0 | $14,530 | Yes (X) | |||
| Dr Geoffrey Smith | |||||||||
| Hospice/Palliative Physician | 36.0 | 0 | $262,573 | $0 | $33,703 | Yes (X) | |||
| Dr Holly Schaefer | |||||||||
| Hospice/Palliative Physician | 32.0 | 0 | $229,653 | $0 | $2,780 | Yes (X) | |||
| Dr Linda Blust | |||||||||
| Hospice/Palliative Physician | 40.0 | 0 | $240,991 | $0 | $29,656 | Yes (X) | |||
| Dr Marilyn Sincaban | |||||||||
| Hospice Eligibility Physician | 40.0 | 0 | $241,103 | $0 | $32,789 | Yes (X) | |||
| Dr Patricia Neuman | |||||||||
| VP, Medical Services | 40.0 | 0 | $334,192 | $0 | $33,027 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,695,158 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $379,214 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 58 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF WI HOSPITALCLINIC | |||||
| 600 HIGHLAND AVE | MADISON | WI | 53792 | THERAPIES & IMAGING SERVICES | $544,024 |
| Amergis Healthcare Staffing Inc | |||||
| 7223 Lee Deforest Drive | Columbia | MD | 21046 | Nurse staffing services | $381,626 |
| ST MARY'S HOSPITAL | |||||
| 700 S PARK ST | MADISON | WI | 53715 | THERAPIES & LAB SERVICES | $300,250 |
| UW Medical Foundation | |||||
| 600 Highland Ave | Madison | WI | 53792 | Physician Services | $218,291 |
| Midwest Medical Transport Company LLC | |||||
| 4020 S 147TH STREET | OMAHA | NE | 68137 | AMBULANCE SERVICE | $159,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $65,604 | FederatedCampaignsAmt |
| Related Organizations | $3,331,204 | RelatedOrganizationsAmt |
| All Other Contributions | $0 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $3,396,808 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Net patient service revenue | 621610 | $95,400,921 | $95,400,921 | |
| Food service | 623110 | $920,030 | $919,209 | $821 |
| Age at Home revenue | 621610 | $1,495,196 | $1,495,196 | |
| Home Medical Equipment revenue | 532283 | $2,212,970 | $2,212,970 | |
| Adult Day Center revenue | 624120 | $492,904 | $492,904 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $100,540,021 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $171,650 | TotalRevenueColumnAmt |
| Exclusion | $171,650 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $484,371 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $512,031 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$27,660 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$27,660 | TotalRevenueColumnAmt |
| Exclusion | -$27,660 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Contracted services to affiliates | 900099 | $2,542,704 | $2,542,704 | |
| Other revenue | 900099 | $92,253 | $92,253 | |
| Life Insurance | 900099 | $800,000 | $800,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,434,957 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $107,515,776 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $100,631,453 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,487,515 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,050,000 | TotalAmt |
| Program Services | $6,050,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,701,850 | TotalAmt |
| Program Services | $786,833 | ProgramServicesAmt |
| Management And General | $1,888,901 | ManagementAndGeneralAmt |
| Fundraising | $26,116 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,583 | TotalAmt |
| Management And General | $234,583 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,410,852 | TotalAmt |
| Program Services | $43,888,170 | ProgramServicesAmt |
| Management And General | $8,362,799 | ManagementAndGeneralAmt |
| Fundraising | $1,159,883 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,342,684 | TotalAmt |
| Program Services | $1,096,775 | ProgramServicesAmt |
| Management And General | $214,850 | ManagementAndGeneralAmt |
| Fundraising | $31,059 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,774,364 | TotalAmt |
| Program Services | $6,361,256 | ProgramServicesAmt |
| Management And General | $1,246,125 | ManagementAndGeneralAmt |
| Fundraising | $166,983 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,958,675 | TotalAmt |
| Program Services | $3,240,178 | ProgramServicesAmt |
| Management And General | $634,728 | ManagementAndGeneralAmt |
| Fundraising | $83,769 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,742 | TotalAmt |
| Management And General | $173,742 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,091 | TotalAmt |
| Management And General | $63,091 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24 | TotalAmt |
| Management And General | $24 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,387 | TotalAmt |
| Program Services | $13,423 | ProgramServicesAmt |
| Management And General | $655,964 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,104 | TotalAmt |
| Program Services | $156,743 | ProgramServicesAmt |
| Management And General | $372,361 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,327 | TotalAmt |
| Program Services | $778,347 | ProgramServicesAmt |
| Management And General | $377,980 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,364,537 | TotalAmt |
| Program Services | $1,546,001 | ProgramServicesAmt |
| Management And General | $818,536 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,220,395 | TotalAmt |
| Program Services | $2,532,153 | ProgramServicesAmt |
| Management And General | $688,242 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,561 | TotalAmt |
| Program Services | $132,732 | ProgramServicesAmt |
| Management And General | $92,829 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,734 | TotalAmt |
| Program Services | $156,915 | ProgramServicesAmt |
| Management And General | $133,819 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,007 | TotalAmt |
| Program Services | $92,001 | ProgramServicesAmt |
| Management And General | $25,006 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,369 | TotalAmt |
| Program Services | $232,245 | ProgramServicesAmt |
| Management And General | $63,124 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Room and board expense | $7,838,276 | $7,838,276 |
| Medical supplies and equipment | $4,530,862 | $4,530,862 |
| Medications and infusion therapies | $3,459,795 | $3,459,795 |
| Patient related costs | $5,265,207 | $5,265,207 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,871,658 | TotalAmt |
| Program Services | $1,554,889 | ProgramServicesAmt |
| Management And General | $316,769 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,544,084 | TotalAmt |
| Program Services | $89,712,801 | ProgramServicesAmt |
| Management And General | $16,363,473 | ManagementAndGeneralAmt |
| Fundraising | $1,467,810 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,558,146 | BOYAmt |
| EOY | $6,583,248 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $503,273 | BOYAmt |
| EOY | $518,245 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,613,200 | BOYAmt |
| EOY | $8,872,565 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,760 | BOYAmt |
| EOY | $31,760 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,361,802 | BOYAmt |
| EOY | $2,021,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,152,384 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $834,120 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,357 | BOYAmt |
| EOY | $318,264 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,529 | BOYAmt |
| EOY | $827,679 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,878,328 | BOYAmt |
| EOY | $120,272,740 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,771,395 | BOYAmt |
| EOY | $139,445,650 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,471,061 | BOYAmt |
| EOY | $10,143,751 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,710 | BOYAmt |
| EOY | $292,790 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,458 | BOYAmt |
| EOY | $2,473,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,765,229 | BOYAmt |
| EOY | $12,909,541 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,753,980 | BOYAmt |
| EOY | $110,574,345 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,252,186 | BOYAmt |
| EOY | $15,961,764 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,006,166 | BOYAmt |
| EOY | $126,536,109 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,771,395 | BOYAmt |
| EOY | $139,445,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$28,308 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $133,452 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $74,323 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $16,350,476 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,930,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,749,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,631,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,515,189 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,396,808 | CurrentTaxYearAmt |
| Total | $17,223,704 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $69,738,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,905,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,422,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,814,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,540,021 | CurrentTaxYearAmt |
| Total | $408,421,126 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,668,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,655,324 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,053,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,330,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,936,829 | CurrentTaxYearAmt |
| Total | $425,644,830 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,818,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,640,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,836,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,450,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,331,204 | CurrentTaxYearAmt |
| Total | $13,076,461 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,818,052 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,640,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,836,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,450,465 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,331,204 | CurrentTaxYearAmt |
| Total | $13,076,461 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $412,568,369 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $171,650 | CurrentTaxYearAmt |
| Total | $259,436 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $171,650 | CurrentTaxYearAmt |
| Total | $259,436 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,949,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,006,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,250,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,565,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,434,957 | CurrentTaxYearAmt |
| Total | $12,207,208 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,631,703 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,684,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,312,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,939,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,543,436 | CurrentTaxYearAmt |
| Total | $438,111,474 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9417 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9429 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - CONTRACTED SERVICES, COLUMN A - 1931644.0, COLUMN B - 1950447.0, COLUMN C - 2187739.0, COLUMN D - 2538862.0, COLUMN E - 2542704.0, COLUMN F - 11151396.0; DESCRIPTION - OTHER REVENUE, COLUMN A - 17730.0, COLUMN B - 56263.0, COLUMN C - 62511.0, COLUMN D - 27055.0, COLUMN E - 92253.0, COLUMN F - 255812.0; DESCRIPTION - LIFE INSURANCE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 800000.0, COLUMN F - 800000.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $706 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $706 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | Per IRS definitions, 2.18% of NHPCO provider dues are classified as expenses used for lobbying purposes. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,561,457 | BeginningYearBalanceAmt |
| Contributions | $56,027 | ContributionsAmt |
| Investment Earnings Or Losses | $438,654 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $58,005 | AdministrativeExpensesAmt |
| End Year Balance | $15,998,133 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,879,110 | BeginningYearBalanceAmt |
| Contributions | $40,615 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,358,268 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $15,561,457 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,178,243 | BeginningYearBalanceAmt |
| Contributions | $40,857 | ContributionsAmt |
| Investment Earnings Or Losses | $786,307 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $126,297 | AdministrativeExpensesAmt |
| End Year Balance | $16,879,110 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,643,674 | BeginningYearBalanceAmt |
| Contributions | $152,790 | ContributionsAmt |
| Investment Earnings Or Losses | $385,566 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,787 | AdministrativeExpensesAmt |
| End Year Balance | $16,178,243 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,475,910 | BeginningYearBalanceAmt |
| Contributions | $1,260,959 | ContributionsAmt |
| Investment Earnings Or Losses | -$93,195 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $15,643,674 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.6387 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3326 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0287 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,152,384 | OtherCostOrOtherBasisAmt |
| Depreciation | $834,120 | DepreciationAmt |
| Book Value | $318,264 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $318,264 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Interest in net assets of affiliates | |
| Due from affiliates | |
| Gravesites | |
| Right of Use - Operating Lease | |
| Interest in net assets of affiliates | $117,961,863 |
| Due from affiliates | $606,515 |
| Gravesites | $1,950 |
| Right of Use - Operating Lease | $1,702,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $120,272,740 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to affiliates | |
| Security deposits | |
| Insurance Payable | |
| Third Party Settlements | |
| Lease Liability - Operating Lease | |
| Due to affiliates | |
| Security deposits | $88,000 |
| Insurance Payable | $421,211 |
| Third Party Settlements | $218,771 |
| Lease Liability - Operating Lease | $1,745,018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,473,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Agrace Hospicecare Foundation, a related tax-exempt entity, holds endowments for the purpose of providing support to Agrace HospiceCare, Inc. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The organization is included in the consolidated audited financial statements of Agrace HospiceCare, Inc., a related organization. Agrace HospiceCare Inc.'s Fin 48 (ASC740) Footnote for the year ended December 31, 2023 reads as follows: The Organization is exempt from income taxes on income from related activities under Section 501(c (3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made income taxes. Additionally, the Organization has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Organization's Forms 990 have not been subject to examination by the Internal Revenue Service or the state of Wisconsin for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at December 31, 2023 and 2022. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agrace Hospicecare Foundation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E Cheryl Pkwy | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 300001703 | RecipientEIN |
| IRC Section | 501 (c) (3) | IRCSectionDesc |
| Cash Grant | $6,050,000 | CashGrantAmt |
| Purpose Of Grant | Intended for Agrace Hospicecare Foundation, Inc.'s reserve account to be used as a contingency for future operations. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | THE GRANT OF $6.05 MILLION WAS MADE TO AGRACE FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION AND SUPPORTING ORGANIZATION OF AGRACE HOSPICECARE INC, TO INCREASE THE RISK RESERVE ACCOUNT. OVERSIGHT OF THE USE OF THE GRANT FUNDS IS MONITORED BY THE AGRACE INVESTMENT COMMITTEE THROUGH REGULAR REPORTS ON THE RESERVE ACTIVIES AND THE INVESTMENT EARNINGS. AGRACE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF AGRACE HOSPICECARE INC; THEREFORE, AGRACE HOSPICECARE INC DIRECTLY BENEFITS FROM THE EARNINGS OF THE RISK RESERVE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lynne Sexten | ||||||||||||||
| President & CEO | $418,287 | $0 | $266,908 | $0 | $96,645 | $0 | $40,200 | $0 | $14,338 | $0 | $836,378 | $0 | $42,950 | $0 |
| Jennifer Maurer | ||||||||||||||
| Executive VP and Chief Financial Officer | $290,497 | $0 | $84,390 | $0 | $6,515 | $0 | $18,200 | $0 | $22,471 | $0 | $422,072 | $0 | $0 | $0 |
| Mary Barros | ||||||||||||||
| VP, Senior Services | $155,522 | $0 | $13,302 | $0 | $22,869 | $0 | $12,381 | $0 | $2,149 | $0 | $206,223 | $0 | $0 | $0 |
| Jennifer Flugaur | ||||||||||||||
| Chief Quality Officer | $185,636 | $0 | $47,143 | $0 | $414 | $0 | $13,321 | $0 | $32,825 | $0 | $279,339 | $0 | $0 | $0 |
| Amie Goldman | ||||||||||||||
| Chief Growth Officer | $248,086 | $0 | $37,250 | $0 | $23,870 | $0 | $13,468 | $0 | $18,802 | $0 | $341,477 | $0 | $0 | $0 |
| Jennifer Malak | ||||||||||||||
| VP, Customer Access | $187,101 | $0 | $32,528 | $0 | $7,948 | $0 | $14,221 | $0 | $9,685 | $0 | $251,483 | $0 | $0 | $0 |
| Kari Potter | ||||||||||||||
| VP, Human Resources | $213,691 | $0 | $24,351 | $0 | $23,694 | $0 | $16,092 | $0 | $19,105 | $0 | $296,933 | $0 | $0 | $0 |
| Dr Linda Blust | ||||||||||||||
| Hospice/Palliative Physician | $239,146 | $0 | $0 | $0 | $1,845 | $0 | $9,538 | $0 | $20,118 | $0 | $270,647 | $0 | $0 | $0 |
| Dr Patricia Neuman | ||||||||||||||
| VP, Medical Services | $298,129 | $0 | $31,800 | $0 | $4,263 | $0 | $9,397 | $0 | $23,630 | $0 | $367,219 | $0 | $0 | $0 |
| Dr Holly Schaefer | ||||||||||||||
| Hospice/Palliative Physician | $228,529 | $0 | $0 | $0 | $1,125 | $0 | $1,341 | $0 | $1,439 | $0 | $232,434 | $0 | $0 | $0 |
| Dr Marilyn Sincaban | ||||||||||||||
| Hospice Eligibility Physician | $237,549 | $0 | $0 | $0 | $3,554 | $0 | $0 | $0 | $32,789 | $0 | $273,892 | $0 | $0 | $0 |
| Dr Geoffrey Smith | ||||||||||||||
| Hospice/Palliative Physician | $255,378 | $0 | $0 | $0 | $7,195 | $0 | $10,544 | $0 | $23,159 | $0 | $296,275 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | FormAndLineReferenceDesc |
| Explanation | Lynne Sexten participated in a 457(f) plan. A distribution of $42,950 was made from the plan during 2023. A contribution in the amount of $27,000 was made to the plan during 2023. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Lynne Sexten | |||
| Officer of the organization | $62,743 | Family member is an employee of the organization | false |
| Jennifer Flugaur | |||
| Key employee of the organization | $171,840 | Family member is an employee of the organization | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 BRIEF MISSION | lives in the comprehensive, compassionate care we provide to patients and families while aging or seriously ill. SIGNIFICANT MISSION-RELATED ACTIVITY TOOK PLACE IN 2023: In 2023, Agrace served a total of 5,390 individual patients and clients through its Hospice Care, Supportive Care, Age at Home and Adult Day Center programs. Agrace Earns No. 1 Large Employer Award: In February, Agrace earned a 2023 Top Workplaces USA award, issued by Energage. Agrace was named #79 of the top 100 companies in the country among those with an employee base of 500 to 999 workers. Energage results are calculated by comparing the survey's research-based statements, including 15 Culture Drivers that are proven to predict high performance, against industry benchmarks. In March, Agrace was also named the #1 Top Workplace among large companies in Madison by the Wisconsin State Journal. Winners of the Top Workplaces list are chosen solely on feedback from an employee survey. Agrace Earns Palliative/Hospice Heart Failure Certification from the American Heart Association: In November, Agrace earned Palliative/Hospice Heart Failure certification from the American Heart Association, the world's leading nonprofit organization focused on heart and brain health for all. The honor recognizes that Agrace's hospice and supportive care patients who have heart failure are receiving high-quality care, and that our clinicians are following current standards aligned with American Heart Association guidelines. We are one of six organizations nationwide to receive this certification, and the only one in Wisconsin. Care for All Dollars Can Help More Agrace Patients and Clients: A very welcome expansion was approved for Agrace's Care for All charitable care program. In addition to assisting patients who need hospice care or supportive (palliative) care, this program can now help clients pay for the Agrace Adult Day Center and Agrace Age at Home. Care for All is a donor-supported program that helps Agrace patients and clients pay for their care if they can show financial need and have no other options. Dodgeville Office Expands: With more than a decade of experience caring for people in southwest Wisconsin who are in the final months of life, Agrace celebrated the expansion of its Dodgeville office location in May. This office is the home base for staff serving hospice patients in Grant, Iowa Lafayette, Crawford and Richland counties. Agrace Celebrates 45 Years: Agrace has been caring for communities in southern Wisconsin since 1978. In 45 years as a nonprofit health care organization, Agrace has grown and evolved beyond our hospice roots: We help people with life-limiting illnesses feel and cope better, provide in-home support to people who want to stay independent at home as they age, and provide resources like the Adult Day Center to support caregivers and seniors who are living with memory loss or dementia. |
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | AGRACE HOSPICECARE PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE ORGANIZATION'S CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. SUCH PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AT THE TIME THEY ENROLL IN THE PROGRAM OR SUBSEQUENT CHANGES TO THEIR FINANCIAL CIRCUMSTANCES. BECAUSE THE ORGANIZATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE. AGRACE HOSPICECARE'S MISSION, "Providing personalized care and support, where and when you need it, for life's changing health needs ," IS FULFILLED BY THE COMPREHENSIVE, COMPASSIONATE CARE WE PROVIDE TO PATIENTS AND FAMILIES FACED WITH LIFE-LIMITING ILLNESS, HELPING THEM TO LIVE AS FULLY AS THEY CAN UNTIL THE END OF LIFE. IN 2023, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $555,942. MOST PATIENTS AND FAMILIES WANT TO RECEIVE CARE AT HOME. Most F AGRACE SERVICES ARE DELIVERED IN PATIENTS' HOMES OR IN HOMELIKE SETTINGS SUCH AS COMMUNITY-BASED RESIDENTIAL FACILITIES, ASSISTED LIVING FACILITIES AND NURSING HOMES. AGRACE ALSO MAKES HOSPICE SERVICES AVAILABLE TO PATIENTS IN HOSPITAL SETTINGS. AGRACE PROVIDES ALL LEVELS OF CARE TO OUR PATIENTS AND MAINTAINS TWO INPATIENT UNITS FOR ACUTE, RESIDENTIAL AND RESPITE CARE, as well as hospice memory care. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 1,990,499 including grants of $ 0)(Revenue $ 1,495,196) Agrace Age at Home, LLC is a disregarded entity that was established in 2018 to help Dane County seniors live independently as they age. Services are provided in the client's home to support independence: personal care, housekeeping, cooking, errands, companionship, exercise support, medication reminders and much more. Agrace Age at Home serves both hospice and non-hospice clients. In 2023, Age at Home caregivers served 208 clients and provided more than 35,411 hours of in-home care. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 1,821,669 including grants of $ 0)(Revenue $ 0) COMMUNITY Education - AS THE Community's Nonprofit HOSPICE, AGRACE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO serious illness, DEATH, DYING, CARE GIVING, and GRIEF. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN 2023, 243 NURSING AND MEDICAL STUDENTS, RESIDENTS AND FELLOWS, PHARMACY STUDENTS AND STUDENTS FROM OTHER HEALTH CARE PROFESSIONS PARTICIPATED IN ROTATIONS AT AGRACE. SINCE THE INITIATION OF THE AGRACE ROTATION PROGRAM IN 1995, APPROXIMATELY 3,103 STUDENTS, INTERNS, RESIDENTS, FELLOWS AND WORKING HEALTH CARE PROFESSIONALS FROM INSTITUTIONS OF HIGHER LEARNING HAVE COMPLETED AN EDUCATIONAL EXPERIENCE AT AGRACE. AGRACE RECEIVES NO REIMBURSEMENT FOR THESE ROTATIONS WITH THE EXCEPTION OF AN ANNUAL STIPEND FROM THE UW-MADISON SCHOOL OF PHARMACY. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 1,417,462 including grants of $ 0)(Revenue $ 18,000) SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2023, AGRACE PROVIDED GRIEF SERVICES TO 498 community members - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE PROVIDES GRIEF SERVICES THROUGH GRIEF SUPPORT GROUPS, HOLIDAY REMEMBRANCE PROGRAMS, AND THE COMMUNITY TRAUMATIC DEATH RESPONSE TEAM. THESE PROGRAMS ARE OFFERED FOR A NOMINAL FEE, AND GRIEF SUPPORT GROUPS ARE OPEN TO ANYONE IN THE COMMUNITY EXPERIENCING GRIEF DUE TO A DEATH, NOT JUST TO PATIENTS AND FAMILIES SERVED BY AGRACE. In 2023, Agrace's Community Grief Team also provided 30 educational presentations to 353 people. Audiences included university students, faith leaders, alcohol/drug treatment participants, senior center attendees, area therapists, community organizations and community members. BUTTERFLY AND BRICK MEMORIALS ARE AVAILABLE FOR INDIVIDUALS TO MEMORIALIZE OR HONOR THE LIFE OF A LOVED ONE. ALTHOUGH PROVIDING GRIEF SUPPORT IS REQUIRED BY STATE AND FEDERAL REGULATIONS, GRIEF SUPPORT SERVICES ARE NOT COVERED BY INSURANCE, MEDICARE, OR MEDICAID REIMBURSEMENT. AGRACE PROVIDES THESE SERVICES BECAUSE THE ORGANIZATION BELIEVES THEY ARE CRITICAL TO HELPING FAMILIES RETURN TO FUNCTIONAL LIVING AFTER THEIR LOSS. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 1,091,934 including grants of $ 0)(Revenue $ 492,904) Agrace Adult Day Center, LLC is a disregarded entity that was established in 2020. In July 2021, Agrace opened its doors to a freestanding Adult Day Center located at 1702 W. Beltline Highway, Madison. The Center is a safe, supportive place for older adults who need companionship and help with daily activities. As clients enroll at the Center, they have a functional assessment to help our staff understand their needs and interests so what they like can be woven into their daily activities. In 2023, the Center provided daytime care to 115 clients. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive Committee is composed of 5 members of the board. The committee has the authority to review and establish the CEO contract, executive level compensation and supplemental retirement plans, assess board and officer composition, recruitment and performance, and update board policies and procedures. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | Carey Gehl, Frederic Ransom & Jonathan Jaffery - Business relationship |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Controller and CFO performed a detailed review of Form 990 and the related schedules prior to filing the return. This included verification of all amounts for accuracy and completeness. The form and schedules were also reviewed for content, presentation and reasonableness. The entire Form 990 is made available to the entire executive leadership team and an entity specific highlights summary is provided. The entire Form 990 is provided to the entire Board of Directors prior to filing and is accompanied by a 990 highlight summary. The audit committee reviewed the Form 990 and related schedules for reasonableness. The Controller prepared a detailed summary of the Form 990 that was presented to the board of directors by Management. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Directors, officers, community committee members, and key employees (interested persons) are required to annually review the organization's Standards of Conduct, including the conflict-of-interest policy/statement. Interested persons are required to disclose potential or actual conflicts with the organization in writing via the annual questionnaire distributed electronically to each interested person. When a disclosure arises, the person shall promptly make disclosure of the interest to the governing board or committee. After disclosure and discussion, the interested person shall leave the governing board or committee meeting while the determination of a conflict of interest is further discussed and voted upon by the remaining disinterested governing board or committee members. Once an actual conflict of interest exists with respect to a particular contract, transaction, or arrangement the disinterested members of the board exercise due diligence to determine whether said contract, transaction or arrangement is reasonable. The conflict-of-interest questionnaires are reviewed by the Controller and Governance Manager. The Controller and Governance Manager determine whether a potential conflict exists based on the completed questionnaires submitted by each interested person. The result of that determination is reviewed with the CFO and CEO and approved by the Agrace Board. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Each year the organization gathers market data for determining compensation of the chief executive officer. This includes benchmarks of national, regional, and local compensation that are provided from independent compensation surveys. The VP, Human Resources presents this information to the executive committee of the board, along with pertinent 990 compensation reporting by similar sized non-profit hospices. Based on this information, the executive committee sets and approves the compensation package for the chief executive officer for the year and contemporaneously documents their approval in writing. THIS PROCESS WAS LAST UNDERTAKEN FEBRUARY 2023. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Every other year the organization gathers market data for compensation of the executive leadership team. This data includes benchmarks of national, regional, and local compensation that are provided from independent compensation surveys. Executive leadership pay is adjusted based on: 1) years of experience; 2) performance; and 3) market data for the 65th percentile of total compensation for the position. The VP, Human Resources presents the market data information to the executive committee of the board. Based on this information, the executive committee of the board approves the compensation package for the executive leadership team and documents their approval in writing. THIS PROCESS WAS LAST UNDERTAKEN FEBRUARY 2023. |
| Form 990, Part VI, Line 19 Required documents available to the public | These documents may be made available to the public upon receipt of a written request. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | Community Bereavement Revenue - Total Revenue: 18000, Related or Exempt Function Revenue: 18000, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN INTEREST IN NET ASSETS OF AFFILIATES - 16350476; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| AGRACE PALLIATIVE CARE LLC | |||||||||
| 5395 E CHERYL PKWY | Fitchburg | WI | 53711 | 383896153 | PALLIATIVE CARE SERVICES | WI | $465,740 | $0 | AGRACE HOSPICECARE INC |
| Age at Home LLC | |||||||||
| 5395 E Cheryl Pkwy | Fitchburg | WI | 53711 | 824901018 | Personal care services | WI | $1,495,196 | $0 | Agrace HospiceCare Inc |
| Agrace HME LLC | |||||||||
| 5395 E Cheryl Pkwy | Fitchburg | WI | 53711 | 841820255 | Home Medical Equipment | WI | $2,212,970 | $0 | Agrace HospiceCare Inc |
| Agrace Adult Day Center LLC | |||||||||
| 5395 E Cheryl Pkwy | Fitchburg | WI | 53711 | 853795733 | Adult day center | WI | $492,904 | $0 | Agrace HospiceCare Inc |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE FOUNDATION INC | ||||||||||
| 5395 E CHERYL PKWY | Fitchburg | WI | 53711 | 300001703 | FUNDRAISING | WI | 501(c)(3) | Type I | AHCI | Yes (true) |
| AGRACE HOSPICECARE HOLDINGS INC | ||||||||||
| 5395 E CHERYL PKWY | Fitchburg | WI | 53711 | 300001715 | PROPERTY HOLDING | WI | 501(c)(3) | Type I | AHCI | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Agrace HospiceCare Foundation | ||
| B | $6,050,000 | Board approved designation |
| Agrace HospiceCare Foundation | ||
| C | $3,331,204 | Reimbursement for actual expenditures |
| Agrace HospiceCare Foundation | ||
| D | $575,828 | Per intercompany agreement |
| Agrace HospiceCare Holdings | ||
| K | $2,805,013 | Per intercompany agreement |
| Agrace HospiceCare Foundation | ||
| O | $2,350,954 | Wages of employees dedicated to Foundation |
| Agrace HospiceCare Holdings | ||
| O | $191,751 | Estimate of time and actual salary |