HOPEWEST: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOPEWEST (EIN 84-1207388)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-08
- IRS object ID
- 202231899349300808
- Schema version
- 2021v4.2
- 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 D
- Schedule F
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-08T10:15:15-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840795096 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DALBY WENDLAND & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 430 | AddressLine1Txt |
| City | GRAND JUNCTION | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841207388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HopeWest | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 9702412212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3090 North 12th Street Unit B | AddressLine1Txt |
| City | Grand Junction | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cassandra Mitchell | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 9702412212 | PhoneNum |
| Signature | 2022-07-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Cassandra | PersonFirstNm |
| Person Last | Mitchell | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sabrina J Hoyt CPA | PreparerPersonNm |
| PTIN | P00855363 | PTIN |
| Phone | 9702431921 | PhoneNum |
| Preparation | 2022-07-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Cassandra Mitchell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3090 North 12th Street Unit B | AddressLine1Txt |
| City | Grand Junction | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,908,914 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOPEWESTCO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | Profoundly changing how our community experiences serious illness,aging&grief,a family at a time | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 536 | TotalEmployeeCnt |
| Total Volunteers | 841 | TotalVolunteersCnt |
| Total Gross UBI | $49,171 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,007,827 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,205,918 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,287,294 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,021,787 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,778 | PYInvestmentIncomeAmt |
| CY Investment Income | $25,795 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,969,195 | PYOtherRevenueAmt |
| CY Other Revenue | $2,817,121 | CYOtherRevenueAmt |
| PY Total Revenue | $45,285,094 | PYTotalRevenueAmt |
| CY Total Revenue | $50,070,621 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,426,946 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,776,446 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $785,323 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,725,171 | PYOtherExpensesAmt |
| CY Other Expenses | $14,601,555 | CYOtherExpensesAmt |
| PY Total Expenses | $45,152,117 | PYTotalExpensesAmt |
| CY Total Expenses | $48,378,001 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $132,977 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,692,620 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,193,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,051,481 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,265,960 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,431,632 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,927,229 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,619,849 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HopeWest is a community-owned organization dedicated to profoundlychanging how our communities experience aging, illness, and grief onefamily at a time, through creativity, philanthropy, and volunteerism. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,083,622 | ExpenseAmt |
| Revenue | $32,081,161 | RevenueAmt |
| Desc | Hospice is our largest program and expenditure, caring for morethan 450 patients & their families every day from Ourayto Rio Blanco county across more than 10,000 sq. miles through 5program offices. Patients are cared for by an expertinterdisciplinary team including palliative medicine certifiedphysicians and advance practice nurses. More than 800 volunteerssupport our patients. Philanthropy is critical to assure no one isturned away due to lack of insurance or complex social needs. It makeshospice possible in frontier communities that would otherwise not beserved. HopeWest boasts more than 3 x the national required volunteerhours and has been recognized for its top-quality ratings nationally. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,910,762 | ExpenseAmt |
| Revenue | $4,426,680 | RevenueAmt |
| Desc | More than 560 Hospice patients came from other settings to receiveexpert acute hospice care at our 13-bed care center rather thanhospitalization when their symptoms could not be managed at home. TheFerris Care Center provides short-term care in a comfortable, home-likeenvironment for patients and their families in the most difficulttimes. Our approach to care includes comprehensive physical, emotional,social, and spiritual support for the patient and their family. TheCenter is staffed with 8 hours of physician time each day and familiesare supported by a full-time chaplain and family support worker. TheCenter sits on a 4-acre campus with beautiful grounds maintained byvolunteers. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,069,343 | ExpenseAmt |
| Revenue | $513,946 | RevenueAmt |
| Desc | Community Programs, the third largest area relies solely on fundraising to exist. The Center for Hope & Healing serves grieving adults with one on one counseling & support groups. HopeWest Kids provides grief support to children ages 3-19 thru school groups,equine therapy,grief camps, and art therapy (473 children served in 2021); and 3 Palliative Care Programs called Transitions, Living with Cancer and Journeys. These programs provide hospice like care for those who have no insurance coverage for the care needed as they do not have a six-month prognosis or want curative care (455 patients in 2021). The programs, provided free or on a sliding scale, are a safety net for the most vulnerable in our community. The Center for Living Your Best continues to develop wellness programs for aging individuals. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,000,467 | ExpenseAmt |
| Revenue | $2,700,691 | RevenueAmt |
| Desc | Retail Outlets-Businesses providing our communities with a gatheringplace where they get to know us and find support while coping withserious illness and grief. Heirlooms for Hospice, three upscale resaleshops, feature treasures donated by the community. Families of thoseHopeWest has served find comfort knowing the treasures they donate helpsupport HopeWest, and also bring joy to the neighbor who purchasesthem. Many volunteers in the stores find grief support through theirwork. Spoons Bistro and Bakery, (full-service restaurant), and theArtful Cup (coffee house and gift shop), located on our hospice campus,serve patients and families receiving care in the Hospice Care Center.They are places known in the community as wholesome gathering spots forreceiving information and support.Volunteer Services - People with a passion for helping others make ourwork possible. 841 volunteers gave more than 57,548 hours of time in2021, adding a value of 28 full time equivalents (FTEs). Gifts of timeare as unique as those who contribute. Volunteers change our world byholding the hands of patients in need, providing art and music therapyto patients, supporting kids coping with grief, providing spiritualcare, welcoming visitors, beautifying our gardens, creating aone-of-a-kind shopping experience at Heirlooms for Hospice, making ourfundraising events special, baking cakes for patients' specialcelebrations and so much more. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,000,467 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,700,691 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $41,064,194 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 536 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sarah Walsh CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9702412212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3090 North 12th Street Unit B | AddressLine1Txt |
| City | Grand Junction | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81506 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MONIQUE SERRA | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MONIKA TUELL | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NONI BACON | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK FRANCIS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CARTER BAIR | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH COSTELLO | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN PAYNE | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM PEDERSEN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA SEELYE | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| S TODD YOUNG | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH BREMAN | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS THOMAS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LES ZETMEIR | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM SAWYER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE SHIAO | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREL WALTERS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER JOUFLAS | ||||||||
| CHAIR/BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DR DONALD NICOLAY | ||||||||
| VICE-CHAIR/BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARTIE EDWARDS | ||||||||
| SECRETARY/BOARD MEMBER | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHRISTY WHITNEY BORCHARD | ||||||||
| PRESIDENT/CEO/BOARD MEMBER | 75.00 | $477,673 | $0 | $18,736 | Yes (X) | |||
| SARAH WALSH | ||||||||
| CFO/SENIOR VP | 75.00 | $231,684 | $0 | $3,457 | Yes (X) | |||
| GEORGIA ROCK | ||||||||
| EXECUTIVE VP OF CLINICAL S | 75.00 | $265,891 | $0 | $13,826 | Yes (X) | |||
| KATHERINE ELLISSA TILLER MD | ||||||||
| HOSPICE MEDICAL DIRECTOR/S | 50.00 | $235,975 | $0 | $32,733 | Yes (X) | |||
| TERRI WALTER | ||||||||
| CHIEF ADMIN OFFICER/SENIOR | 75.00 | $228,708 | $0 | $11,076 | Yes (X) | |||
| DEBRA HORWITZ | ||||||||
| SENIOR VP, CHIEF DEVELOPMENT OFFICER | 50.00 | $204,912 | $0 | $24,473 | Yes (X) | |||
| DENISE BURNETT MD | ||||||||
| HOSPICE PHYSICIAN | 40.00 | $206,446 | $0 | $19,935 | Yes (X) | |||
| SHERMAN STRAW MD | ||||||||
| HOSPICE PHYSICIAN | 40.00 | $204,021 | $0 | $18,185 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,055,310 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $142,421 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sodexo Inc & Affiliates | |||||
| Attn 360170 500 Ross St 154-0455 | Pittsburgh | PA | 152620001 | Restaurant Management | $1,724,054 |
| Accountable Healthcare Staffing Inc | |||||
| PO Box 732800 | Dallas | TX | 753732800 | Contract Nurses | $222,712 |
| Tabula Rasa Healthcare | |||||
| 228 Strawbridge Dr | Moorestown | NJ | 08057 | Consulting | $172,125 |
| Trusted Healthcare Inc | |||||
| PO Box 7775 | San Francisco | CA | 941207775 | Contract Nurses | $150,396 |
| Core Medical Group | |||||
| 655 South Willow St Suite 128 | Manchester | NH | 03103 | Contract Nurses | $121,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $48,276 | FederatedCampaignsAmt |
| Fundraising | $609,651 | FundraisingAmt |
| All Other Contributions | $9,547,991 | AllOtherContributionsAmt |
| Noncash Contributions | $62,850 | NoncashContributionsAmt |
| Total Contributions | $10,205,918 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Hospice Palliative Car | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $37,021,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,021,787 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,021,787 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,795 | TotalRevenueColumnAmt |
| Exclusion | $25,795 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $266,618 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $609,651 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $199,359 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,259 | TotalRevenueColumnAmt |
| Exclusion | $67,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,355,880 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $638,934 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,716,946 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,667,775 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $49,171 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,916 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $32,916 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,070,621 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,722,478 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $49,171 | UnrelatedBusinessRevenueAmt |
| Exclusion | $93,054 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011,265 | TotalAmt |
| Management And General | $1,011,265 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,159,628 | TotalAmt |
| Program Services | $24,117,071 | ProgramServicesAmt |
| Management And General | $2,505,881 | ManagementAndGeneralAmt |
| Fundraising | $536,676 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,000 | TotalAmt |
| Program Services | $226,103 | ProgramServicesAmt |
| Management And General | $16,246 | ManagementAndGeneralAmt |
| Fundraising | $2,651 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,401,662 | TotalAmt |
| Program Services | $3,114,054 | ProgramServicesAmt |
| Management And General | $253,253 | ManagementAndGeneralAmt |
| Fundraising | $34,355 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,958,891 | TotalAmt |
| Program Services | $1,806,460 | ProgramServicesAmt |
| Management And General | $131,247 | ManagementAndGeneralAmt |
| Fundraising | $21,184 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,672 | TotalAmt |
| Management And General | $88,093 | ManagementAndGeneralAmt |
| Fundraising | $579 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,746 | TotalAmt |
| Program Services | $123,498 | ProgramServicesAmt |
| Management And General | $19,248 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,445 | TotalAmt |
| Management And General | $296,445 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,114,884 | TotalAmt |
| Program Services | $5,011,501 | ProgramServicesAmt |
| Management And General | $103,383 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,341 | TotalAmt |
| Program Services | $78,032 | ProgramServicesAmt |
| Management And General | $39,950 | ManagementAndGeneralAmt |
| Fundraising | $53,359 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,827 | TotalAmt |
| Program Services | $619,956 | ProgramServicesAmt |
| Management And General | $92,871 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,320 | TotalAmt |
| Program Services | $11,387 | ProgramServicesAmt |
| Management And General | $132,933 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,229 | TotalAmt |
| Program Services | $414,635 | ProgramServicesAmt |
| Management And General | $142,981 | ManagementAndGeneralAmt |
| Fundraising | $613 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,345 | TotalAmt |
| Program Services | $13,471 | ProgramServicesAmt |
| Management And General | $32,175 | ManagementAndGeneralAmt |
| Fundraising | $3,699 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,278 | TotalAmt |
| Program Services | $349,791 | ProgramServicesAmt |
| Management And General | $130,487 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,208 | TotalAmt |
| Program Services | $619,789 | ProgramServicesAmt |
| Management And General | $547,419 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,530 | TotalAmt |
| Program Services | $24,673 | ProgramServicesAmt |
| Management And General | $195,857 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical Supplies and Dr | $3,302,899 | $3,302,899 | ||
| Dues and Subscriptions | $676,140 | $281,283 | $373,573 | $21,284 |
| Repairs, Maintenance, a | $496,131 | $314,572 | $181,559 | |
| Miscellaneous | $336,539 | $300,404 | $5,315 | $30,820 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,021 | TotalAmt |
| Program Services | $334,615 | ProgramServicesAmt |
| Management And General | $228,303 | ManagementAndGeneralAmt |
| Fundraising | $80,103 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,378,001 | TotalAmt |
| Program Services | $41,064,194 | ProgramServicesAmt |
| Management And General | $6,528,484 | ManagementAndGeneralAmt |
| Fundraising | $785,323 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,780,869 | BOYAmt |
| EOY | $3,884,290 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,613 | BOYAmt |
| EOY | $938,775 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300,054 | BOYAmt |
| EOY | $763,723 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,670,501 | BOYAmt |
| EOY | $5,986,721 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,776 | BOYAmt |
| EOY | $49,151 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,767 | BOYAmt |
| EOY | $385,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $41,345,487 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,341,386 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,747,201 | BOYAmt |
| EOY | $29,004,101 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,408 | BOYAmt |
| EOY | $1,039,066 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,193,189 | BOYAmt |
| EOY | $42,051,481 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,981,964 | BOYAmt |
| EOY | $5,430,655 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,166 | BOYAmt |
| EOY | $68,100 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,610,622 | BOYAmt |
| EOY | $11,096,595 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,589,208 | BOYAmt |
| EOY | $836,282 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,265,960 | BOYAmt |
| EOY | $17,431,632 | 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 | $15,882,204 | BOYAmt |
| EOY | $17,460,312 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,045,025 | BOYAmt |
| EOY | $7,159,537 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,927,229 | BOYAmt |
| EOY | $24,619,849 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,193,189 | BOYAmt |
| EOY | $42,051,481 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,692,620 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $7,710,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,188,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,031,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,007,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,205,918 | CurrentTaxYearAmt |
| Total | $31,144,519 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,186,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,699,084 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,526,331 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,875,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,677,201 | CurrentTaxYearAmt |
| Total | $190,965,048 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,897,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,887,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,557,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,883,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,883,119 | CurrentTaxYearAmt |
| Total | $222,109,567 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $920,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $189,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,849 | CurrentTaxYearAmt |
| Total | $1,325,052 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $920,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $189,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,434 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,849 | CurrentTaxYearAmt |
| Total | $1,325,052 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $220,784,515 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,795 | CurrentTaxYearAmt |
| Total | $134,772 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,477 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,778 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,795 | CurrentTaxYearAmt |
| Total | $134,772 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,698 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,915 | CurrentTaxYearMinus3YearsAmt |
| Total | $63,613 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,987,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,906,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,600,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,904,176 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,908,914 | CurrentTaxYearAmt |
| Total | $222,307,952 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99310 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99290 | PublicSupportPY509Pct |
| Investment Income CY | 0.00060 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00060 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,225 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $17,450 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,082 | AdministrativeExpensesAmt |
| End Year Balance | $107,593 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,421 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,668 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $864 | AdministrativeExpensesAmt |
| End Year Balance | $91,225 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,615 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,651 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $845 | AdministrativeExpensesAmt |
| End Year Balance | $82,421 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,608 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,125 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $868 | AdministrativeExpensesAmt |
| End Year Balance | $68,615 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $66,199 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,210 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $801 | AdministrativeExpensesAmt |
| End Year Balance | $75,608 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.42200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.57800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,972,402 | OtherCostOrOtherBasisAmt |
| Book Value | $3,972,402 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,603,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,298,350 | DepreciationAmt |
| Book Value | $22,304,675 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,458,571 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,718,738 | DepreciationAmt |
| Book Value | $739,833 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,311,489 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,324,298 | DepreciationAmt |
| Book Value | $1,987,191 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,004,101 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYABLE | $62,910 |
| PROVIDER RELIEF FUNDS REFUNDABLE ADVANCE | $773,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $836,282 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $50,723,131 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $30,121 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $622,389 | OtherRevenueAmt |
| Revenue Not Reported | $652,510 | RevenueNotReportedAmt |
| Revenue Subtotal | $50,070,621 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $50,070,621 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,030,511 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $30,121 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $622,389 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $652,510 | ExpensesNotReportedAmt |
| Expenses Subtotal | $48,378,001 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $48,378,001 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Income derived from the permanent endowment fund is used for operations. |
| Part XI, Line 2d - Other Adjustments: | COST OF GOODS SOLD 622,389. |
| Part XII, Line 2d - Other Adjustments: | COST OF GOODS SOLD 622,389. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Sub-Saharan Africa | RegionTxt |
| Purpose Of Grant | Hospice support of sister hospice.Hospice Support of Sister Hospice | PurposeOfGrantTxt |
| Cash Grant | $6,600 | CashGrantAmt |
| Manner Of Cash Disbursement | check | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | Cash | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III Accounting Method: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOLIDAY FASHION SHOW | Event1Nm |
| Gross Receipts Event1 | $276,641 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $184,316 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $92,325 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $33,913 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $37,326 | OtherDirectExpensesEvent1Amt |
| Event2 | MONTROSE GALA | Event2Nm |
| Gross Receipts Event2 | $144,160 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $83,358 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $60,802 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,547 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $12,667 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $900 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $17,868 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $455,468 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $341,977 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $113,491 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $18,500 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $27,663 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,100 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $41,875 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $876,269 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $609,651 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $266,618 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,047 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $74,243 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $97,069 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $199,359 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $67,259 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTY WHITNEY BORCHARD | ||||||||||||||
| PRESIDENT/CEO/BOARD MEMBER | $341,014 | $0 | $90,935 | $0 | $45,724 | $0 | $1,000 | $0 | $17,736 | $0 | $496,409 | $0 | $0 | $0 |
| SARAH WALSH | ||||||||||||||
| CFO/SENIOR VP | $171,087 | $0 | $50,200 | $0 | $10,397 | $0 | $1,000 | $0 | $2,457 | $0 | $235,141 | $0 | $0 | $0 |
| GEORGIA ROCK | ||||||||||||||
| EXECUTIVE VP OF CLINICAL S | $189,441 | $0 | $50,200 | $0 | $26,250 | $0 | $1,000 | $0 | $12,826 | $0 | $279,717 | $0 | $0 | $0 |
| KATHERINE ELLISSA TILLER MD | ||||||||||||||
| HOSPICE MEDICAL DIRECTOR/S | $222,775 | $0 | $200 | $0 | $13,000 | $0 | $1,000 | $0 | $31,733 | $0 | $268,708 | $0 | $0 | $0 |
| TERRI WALTER | ||||||||||||||
| CHIEF ADMIN OFFICER/SENIOR | $170,191 | $0 | $50,200 | $0 | $8,317 | $0 | $1,000 | $0 | $10,076 | $0 | $239,784 | $0 | $0 | $0 |
| DEBRA HORWITZ | ||||||||||||||
| SENIOR VP, CHIEF DEVELOPMENT OFFICER | $147,020 | $0 | $30,200 | $0 | $27,692 | $0 | $1,000 | $0 | $23,473 | $0 | $229,385 | $0 | $0 | $0 |
| DENISE BURNETT MD | ||||||||||||||
| HOSPICE PHYSICIAN | $206,246 | $0 | $200 | $0 | $0 | $0 | $0 | $0 | $19,935 | $0 | $226,381 | $0 | $0 | $0 |
| SHERMAN STRAW MD | ||||||||||||||
| HOSPICE PHYSICIAN | $203,821 | $0 | $200 | $0 | $0 | $0 | $1,000 | $0 | $17,185 | $0 | $222,206 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Melissa Calkins | |||
| Daughter of CEO | $76,136 | Employee Compensation - Senior Director of Hospice Clinical Quality reporting to Vice President of Clinical Services | 0 |
| Jon Brad Calkins | |||
| Son-in-Law of CEO | $51,077 | Employee Compensation - HCC Security Guard/Prog Info Data Entry reporting to Facilities Director | 0 |
| Ashley Whitney | |||
| Daughter of CEO | $121,131 | Employee Compensation - Vice President of Ferris Care Center reporting to Executive VP of Clinical Services | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $34,730 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Furnishings | 4 | $27,495 | Market Value |
| Yes (X) | Supplies | 2 | $625 | Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The Executive Committee of the Board reviews the 990 before it is submitted. Any questions are satisfied before submittal. |
| Form 990, Part VI, Section B, line 12c | Board members are required to complete a form on an annual basis documenting any conflicts of interest. Officers then review the forms for conflicts of interest. |
| Form 990, Part VI, Section B, line 15 | Wage Surveys are used to determine the appropriate pay grades. An independent human resource organization reviews the pay grades bi-annually. |
| Form 990, Part VI, Section C, line 19 | Governing documents are available to the public by request. Financial statements are made public via the annual report and the State of Colorado website. |
| Form 990, Part IX, line 11g | Other: Program service expenses 5,011,501. Management and general expenses 103,383. Fundraising expenses 0. Total expenses 5,114,884. |
| FORM 990 PART XII, LINE 2C | The process has not changed from the prior year. |