STRATEGY STUDIO / PUBLIC DATA EXPLORER

HOSPICE OF THE BLUEGRASS INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HOSPICE OF THE BLUEGRASS INC (EIN 61-0978097)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-03
IRS object ID
202513079349300131
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-03T08:18:04+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14801 Olympia Park Plaza Suite 4000AddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP402412098ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN610978097EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hospice of the Bluegrass IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOSPBusinessNameControlTxt
Phone8592765344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 Harrodsburg RdAddressLine1Txt
CityLexingtonCityNm
State AbbreviationKYStateAbbreviationCd
ZIP405043617ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonElizabeth D FowlerPersonNm
Person TitleCEOPersonTitleTxt
Phone8592765344PhoneNum
Signature2025-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRachel SpurlockPreparerPersonNm
PTINP00520729PTIN
Phone5023263996PhoneNum
Preparation2025-11-03PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Bluegrass Care NavigatorsBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Elizabeth D FowlerBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 Harrodsburg RdAddressLine1Txt
CityLexingtonCityNm
State AbbreviationKYStateAbbreviationCd
ZIP405043617ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$158,423,542GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.bgcarenav.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateKYLegalDomicileStateCd
Activity Or MissionTo provide patient-centered medical care to the seriously ill and their families; engage in community partnerships, education and counseling.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee910TotalEmployeeCnt
Total Volunteers305TotalVolunteersCnt
Total Gross UBI$5,817TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,406,985PYContributionsGrantsAmt
CY Contributions Grants$2,605,314CYContributionsGrantsAmt
PY Program Service Revenue$80,490,266PYProgramServiceRevenueAmt
CY Program Service Revenue$83,798,796CYProgramServiceRevenueAmt
PY Investment Income$1,727,500PYInvestmentIncomeAmt
CY Investment Income$6,146,346CYInvestmentIncomeAmt
PY Other Revenue$22,757PYOtherRevenueAmt
CY Other Revenue$103,144CYOtherRevenueAmt
PY Total Revenue$85,647,508PYTotalRevenueAmt
CY Total Revenue$92,653,600CYTotalRevenueAmt
PY Grants And Similar Paid$1,671,483PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,791,469CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$60,749,709PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$58,958,336CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$49,646CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$895,108CYTotalFundraisingExpenseAmt
PY Other Expenses$29,528,137PYOtherExpensesAmt
CY Other Expenses$28,085,274CYOtherExpensesAmt
PY Total Expenses$91,949,329PYTotalExpensesAmt
CY Total Expenses$88,884,725CYTotalExpensesAmt
PY Revenues Less Expenses-$6,301,821PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,768,875CYRevenuesLessExpensesAmt
Total Assets BOY$124,482,156TotalAssetsBOYAmt
Total Assets EOY$126,347,448TotalAssetsEOYAmt
Total Liabilities BOY$31,405,297TotalLiabilitiesBOYAmt
Total Liabilities EOY$29,177,722TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$93,076,859NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$97,169,726NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOur mission is dedicated to providing specialized hospice, palliative and interdisciplinary medical care to the seriously ill and their families. As a dedicated leader in hospice and palliative care, we engage in community partnerships, education, counseling and provide opportunities to staff, volunteers and donors to enrich lives through their gifts.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$63,252,731ExpenseAmt
Grant$1,791,469GrantAmt
Revenue$76,325,183RevenueAmt
DescHOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS HOSPICE CARE, IS AN ORGANIZATION DEVOTED TO CARING FOR THE PHYSICAL, PSYCHOSOCIAL, EMOTIONAL AND SPIRITUAL NEEDS OF TERMINALLY ILL INDIVIDUALS AND THEIR FAMILIES. THE CARE PROVIDED INCLUDES COUNSELING, PALLIATIVE AND SUPPORTIVE CARE. SUPPORT, EDUCATION, AND BEREAVEMENT SERVICES ARE PROVIDED TO THE COMMUNITY AS WELL. BLUEGRASS HOSPICE CARE PROVIDED 380,860 DAYS OF PATIENT CARE TO APPROXIMATELY 6,200 PATIENTS IN 32 COUNTIES WITHIN KENTUCKY. BEREAVEMENT COUNSELORS PROVIDED COUNSELING TO APPROXIMATELY 1,200 INDIVIDUALS DURING THE YEAR. CHARITY CARE PROVIDED TO PATIENTS APPROXIMATED $325,000. PLEASE VISIT OUR WEBSITE AT WWW.BGCARENAV.ORG FOR FURTHER INFORMATION ON SERVICES PROVIDED.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$6,528,205ExpenseAmt
Revenue$5,121,535RevenueAmt
DescHOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS PACE CARE IS A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY SERVING 65 PARTICIPANTS. BLUEGRASS PACE CARE PROVIDES COORDINATED CARE BY A MULTIDISCIPLINARY HEALTHCARE TEAM PROVIDING MEDICAL CARE AND SUPPORTIVE SERVICES, SUCH AS PREVENTATIVE CARE, THERAPY, NUTRITIONAL CARE, SOCIAL SERVICES, TRANSPORTATION, AND MEDICATION MANAGEMENT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,754,335ExpenseAmt
Revenue$1,264,256RevenueAmt
DescHOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS HOME HEALTH CARE SERVES BOURBON, HARRISON, NICHOLAS, AND SCOTT COUNTIES IN KENTUCKY. BLUEGRASS HOME HEALTH CARE PROVIDES IN HOME CARE SUCH AS SKILLED NURSING, HOME HEALTH AID, SOCIAL SERVICES, AND THERAPIES. ADDITIONAL SERVICES INCLUDE EARLY AND PERIODIC SCREENING, DIAGNOSTIC, AND TREATMENT, WAIVER SERVICES, AND OUTPATIENT MEDICAL SUPPLIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,243,165ExpenseAmt
Revenue$1,200,338RevenueAmt
DescHOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS TRANSITIONAL CARE, PROVIDES TRANSITIONAL CARE TO QUALIFYING PATIENTS TO ASSIST THEM WHEN COMING HOME AFTER A HOSPITAL STAY IN AN EFFORT TO KEEP THEM FROM HAVING TO BE READMITTED SOON AFTER DISCHARGE.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,243,165TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$1,200,338TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$72,778,436TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document277IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee910EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Holly S Hodge VP FinanceCFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8592765344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 Harrodsburg RdAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP405043617ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
AMANDA HENSON
SECRETARY BOARD OF DIRCTORS2.00.1Yes (X)Yes (X)$0$0$0
BO COFIELD
TREASURER BOARD OF DIRECTORS2.0Yes (X)Yes (X)$0$0$0
ELIZABETH FOWLER
PRESIDENT/CEO39.70.3Yes (X)Yes (X)$556,530$0$56,935
JENNIFER MADDEN
VICE CHAIR BOARD OF DIRECTORS2.00.1Yes (X)Yes (X)$0$0$0
MARK DAY
CHAIR BOARD OF DIRECTORS2.00.1Yes (X)Yes (X)$0$0$0
DAVID BRENNEN
BOARD MEMBER1.0Yes (X)$0$0$0
DAVID ROYSE
BOARD MEMBER1.0Yes (X)$0$0$0
GIOVANNI ROMERO
BOARD MEMBER1.0Yes (X)$0$0$0
GREG MILWARD
BOARD MEMBER1.0Yes (X)$0$0$0
JEFF KOONCE
BOARD MEMBER1.0Yes (X)$0$0$0
JENNIFER TAYLOR
BOARD MEMBER1.0Yes (X)$0$0$0
JOAN TYRA
BOARD MEMBER1.0Yes (X)$0$0$0
JOHN AUSTIN
BOARD MEMBER1.0Yes (X)$0$0$0
JONATHAN DAVIS
BOARD MEMBER1.0Yes (X)$0$0$0
LAWRENCE WETHERBY
BOARD MEMBER1.0Yes (X)$0$0$0
LENA BAKUN
BOARD MEMBER1.0Yes (X)$0$0$0
MARK MEADE
BOARD MEMBER1.0Yes (X)$0$0$0
RHONDA LOVE
BOARD MEMBER1.0Yes (X)$0$0$0
RICHARD HOPGOOD
BOARD MEMBER1.0Yes (X)$0$0$0
ROBERT ROSENSTEIN
BOARD MEMBER1.0Yes (X)$0$0$0
RON RING
BOARD MEMBER1.0Yes (X)$0$0$0
ZACHARY MURRAY
BOARD MEMBER1.0Yes (X)$0$0$0
CROSWELL CHAMBERS
CHIEF COMPLIANCE & ADMINISTRATIVE OFFICER40.0Yes (X)$271,939$0$11,953
DANITA ROSS
VP HUMAN RESOURCES40.0Yes (X)$203,238$0$20,992
DARYL LOVE
HEALTH EQUITY AND ENGAGEMENT OFFICER (Beginning June 2024))40.0Yes (X)$82,182$0$593
DAVID BUTTS
DIVERSITY, EQUITY & INCLUSION OFFICER (Through February 2024)40.0Yes (X)$33,533$0$2,623
EUGENIA SMITHER
VP COMPLIANCE & QUALITY40.0Yes (X)$193,752$0$28,421
HOLLY HODGE
VP FINANCE/CFO39.50.5Yes (X)$282,165$0$27,806
JANNETTE BAKER
CHIEF INFORMATION & SECURITY OFFICER40.0Yes (X)$169,826$0$35,003
KIMBERLY PENNINGTON
CHIEF BUSINESS OFFICER40.0Yes (X)$192,029$0$24,326
LAURA KLUMB
VP PHILANTHROPY40.0Yes (X)$188,988$0$24,958
MONICA COUCH
VP & CHIEF HOSPICE OFFICER40.0Yes (X)$194,070$0$23,390
STEPHANIE GREENE
COO CLINICAL SERVICES (Through May 2024)37.52.5Yes (X)$112,351$0$11,412
TODD COTE
CHIEF MEDICAL OFFICER30.030.0Yes (X)$219,185$219,185$48,310
DENISHA RAWLINGS
HOSPICE & PALLIATIVE PHYSICIAN60.0$252,137$0$37,133Yes (X)
JAMES BORDERS
PACE MEDICAL DIRECTOR60.0$314,293$0$14,294Yes (X)
JOEL MONCIVAIZ
HOSPICE & PALLIATIVE PHYSICIAN56.23.8$240,669$16,264$42,511Yes (X)
NATALIE HOUGHTON
DIRECTOR OF PROVIDER SERVICES60.0$334,877$0$45,426Yes (X)
SALLI WHISMAN
SENIOR HOSPICE MEDICAL DIRECTOR60.0$366,683$0$46,893Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,208,447TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$235,449TotReportableCompRltdOrgAmt
Total Other Compensation$502,979TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K91IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
THE AME GROUP
6001 EAST OLD HWY 50VINCENNESID47591INFORMATION TECHNOLOGY SERVICES$879,995
NETSMART TECHNOLOGIES
11100 NALL AVENUEOVERLAND PARKKS66211ELECTRONIC MEDICAL RECORD SERVICES$473,274
MCBRAYER
201 E MAIN STLEXINGTONKY40507LEGAL SERVICES$264,804STE 900
SEI
1 FREEDOM VALLEY DROAKSPA19456INVESTMENT SERVICES$264,015
INDEED INC
PO BOX 660367DALLASTX752660367EMPLOYMENT ADVERTISING SERVICES$235,218
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K10CntrctRcvdGreaterThan100KCnt
Federated Campaigns$10,534FederatedCampaignsAmt
Fundraising$36,410FundraisingAmt
Related Organizations$14,494RelatedOrganizationsAmt
Government Grants$526,963GovernmentGrantsAmt
All Other Contributions$2,016,913AllOtherContributionsAmt
Noncash Contributions$102,486NoncashContributionsAmt
Total Contributions$2,605,314TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICE REVENUE621610$82,499,470$82,499,470
CONTRACT REVENUE621330$1,299,326$1,299,326

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$83,798,796TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,912,568TotalRevenueColumnAmt
Unrelated Business Revenue$5,817UnrelatedBusinessRevenueAmt
Exclusion$1,906,751ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$69,845,286SecuritiesAmt
Other$132,377OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$65,635,012SecuritiesAmt
Other$108,873OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,210,274SecuritiesAmt
Other$23,504OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,233,778TotalRevenueColumnAmt
Exclusion$4,233,778ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$16,685FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$36,410ContriRptFundraisingEventAmt
Fundraising Direct Expenses$26,057FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$9,372TotalRevenueColumnAmt
Exclusion-$9,372ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
reimbursement revenue900099$66,949$66,949
MISCELLANEOUS900099$45,567$45,567

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$112,516OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$92,653,600TotalRevenueColumnAmt
Related Or Exempt Func Income$83,911,312RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$5,817UnrelatedBusinessRevenueAmt
Exclusion$6,131,157ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,791,469TotalAmt
Program Services$1,791,469ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,404,823TotalAmt
Program Services$843,476ProgramServicesAmt
Management And General$1,452,118ManagementAndGeneralAmt
Fundraising$109,229FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$3,601TotalAmt
Program Services$2,960ProgramServicesAmt
Management And General$600ManagementAndGeneralAmt
Fundraising$41FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$45,949,959TotalAmt
Program Services$39,202,105ProgramServicesAmt
Management And General$6,295,231ManagementAndGeneralAmt
Fundraising$452,623FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,522,208TotalAmt
Program Services$959,810ProgramServicesAmt
Management And General$547,270ManagementAndGeneralAmt
Fundraising$15,128FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,795,407TotalAmt
Program Services$4,746,198ProgramServicesAmt
Management And General$999,389ManagementAndGeneralAmt
Fundraising$49,820FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$3,282,338TotalAmt
Program Services$2,718,305ProgramServicesAmt
Management And General$525,894ManagementAndGeneralAmt
Fundraising$38,139FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$434,156TotalAmt
Management And General$434,156ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$89,664TotalAmt
Management And General$89,664ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$12,285TotalAmt
Management And General$12,285ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$49,646TotalAmt
Fundraising$49,646FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$280,415TotalAmt
Management And General$280,415ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,819,862TotalAmt
Program Services$1,260,040ProgramServicesAmt
Management And General$559,822ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$456,643TotalAmt
Program Services$203,621ProgramServicesAmt
Management And General$253,022ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,255,381TotalAmt
Program Services$689,601ProgramServicesAmt
Management And General$474,975ManagementAndGeneralAmt
Fundraising$90,805FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,419,184TotalAmt
Program Services$2,008,446ProgramServicesAmt
Management And General$384,690ManagementAndGeneralAmt
Fundraising$26,048FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,956,342TotalAmt
Program Services$1,315,860ProgramServicesAmt
Management And General$640,482ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,725,832TotalAmt
Program Services$1,342,635ProgramServicesAmt
Management And General$383,197ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$65,363TotalAmt
Program Services$53,741ProgramServicesAmt
Management And General$10,885ManagementAndGeneralAmt
Fundraising$737FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$899,444TotalAmt
Management And General$899,444ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,734,451TotalAmt
Program Services$1,511,174ProgramServicesAmt
Management And General$209,722ManagementAndGeneralAmt
Fundraising$13,555FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$725,030TotalAmt
Program Services$262,517ProgramServicesAmt
Management And General$462,513ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
Patient Contract Services$6,097,010$6,097,010
Pharmacy and Chemotherapy$3,628,029$3,628,029
Medical Supplies$1,149,910$1,149,910

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,336,273TotalAmt
Program Services$2,991,529ProgramServicesAmt
Management And General$295,407ManagementAndGeneralAmt
Fundraising$49,337FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$88,884,725TotalAmt
Program Services$72,778,436ProgramServicesAmt
Management And General$15,211,181ManagementAndGeneralAmt
Fundraising$895,108FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$535,735BOYAmt
EOY-$703,691EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,212,924BOYAmt
EOY$4,025,772EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$749,079BOYAmt
EOY$382,312EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,378,632BOYAmt
EOY$10,772,824EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$281,069BOYAmt
EOY$269,340EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$876,986BOYAmt
EOY$1,047,678EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$54,455,425LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,848,750LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$37,821,649BOYAmt
EOY$36,606,675EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$54,443,866BOYAmt
EOY$55,653,690EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,225,998BOYAmt
EOY$13,506,455EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$440,175BOYAmt
EOY$440,175EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,587,513BOYAmt
EOY$4,346,218EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$124,482,156BOYAmt
EOY$126,347,448EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,738,654BOYAmt
EOY$12,987,531EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,643,805BOYAmt
EOY$3,443,924EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$14,882,084BOYAmt
EOY$11,948,179EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,140,754BOYAmt
EOY$798,088EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$31,405,297BOYAmt
EOY$29,177,722EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$89,083,372BOYAmt
EOY$93,056,785EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,993,487BOYAmt
EOY$4,112,941EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$93,076,859BOYAmt
EOY$97,169,726EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$124,482,156BOYAmt
EOY$126,347,448EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,768,875ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$341,482NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$17,490OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,589,668CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,415,978CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,479,090CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,406,985CurrentTaxYearMinus1YearAmt
Current Tax Year$2,605,314CurrentTaxYearAmt
Total$21,497,035TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,596,621CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$67,800,973CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,690,237CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$80,490,266CurrentTaxYearMinus1YearAmt
Current Tax Year$83,798,796CurrentTaxYearAmt
Total$375,376,893TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,186,289CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$74,216,951CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,169,327CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,897,251CurrentTaxYearMinus1YearAmt
Current Tax Year$86,404,110CurrentTaxYearAmt
Total$396,873,928TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,070CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,895CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,821CurrentTaxYearMinus1YearAmt
Current Tax Year$138,794CurrentTaxYearAmt
Total$295,851TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,667,664CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,566,472CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$6,234,136TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,070CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,710,559CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,600,743CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,821CurrentTaxYearMinus1YearAmt
Current Tax Year$138,794CurrentTaxYearAmt
Total$6,529,987TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$390,343,941PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,313,169CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,624,845CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,055,370CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,517,462CurrentTaxYearMinus1YearAmt
Current Tax Year$1,912,568CurrentTaxYearAmt
Total$17,423,414TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,014CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$452CurrentTaxYearAmt
Total$3,466TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,313,169CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,627,859CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,055,370CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,517,462CurrentTaxYearMinus1YearAmt
Current Tax Year$1,913,020CurrentTaxYearAmt
Total$17,426,880TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,181CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$42,242CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,693CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,997CurrentTaxYearMinus1YearAmt
Current Tax Year$129,201CurrentTaxYearAmt
Total$233,314TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,508,639CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,887,052CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,237,390CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,454,710CurrentTaxYearMinus1YearAmt
Current Tax Year$88,446,331CurrentTaxYearAmt
Total$414,534,122TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.94164PublicSupportCY509Pct
Public Support PY5090.93685PublicSupportPY509Pct
Investment Income CY0.04InvestmentIncomeCYPct
Investment Income PY0.05InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part III, Line 12 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - OTHER INCOME, COLUMN A - 9181.0, COLUMN B - 42242.0, COLUMN C - 12693.0, COLUMN D - 39997.0, COLUMN E - 129201.0, COLUMN F - 233314.0;ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$12,285OtherActivitiesAmt
Total Lobbying Expenditures$12,285TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationIN 2024, HOSPICE OF THE BLUEGRASS PAID DUES TO THE HOSPICE AND PALLIATIVE NURSES ASSOCIATION, KENTUCKY SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS, SOCIETY FOR HUMAN RESOURCE MANAGEMENT, NATIONAL ASSOCIATION OF SOCIAL WORKERS, KENTUCKY HOME CARE ASSOCIATION, THE KENTUCKY CHAMBER, NATIONAL HOSPICE AND PALLIATIVE CARE ORGNAIZATION, NATIONAL PACE ASSOCIATION, AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION, AND AMERICAN ASSOCIATION FOR RESPIRATORY CARE, OF WHICH $12,285 IS RELATED TO LOBBYING ACTIVITIES.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$358,456AssetsIncludedAmt

Collection Used Other Purposes CollectionUsedOtherPurposesGrp

FieldValueIRS element (for citing)
Collection Used Other PurposesYes (X)CollectionUsedOtherPurposesInd
Other PurposesCOMMUNITY BEREAVEMENTOtherPurposesDesc
FieldValueIRS element (for citing)
Solicited Assets SalefalseSolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,699,858BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$269,986InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,969,844EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,392,433BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$307,425InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,699,858EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,679,394BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses-$286,961InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,392,433EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,327,884BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$351,510InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,679,394EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,078,468BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$249,416InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$2,327,884EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.069BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.258PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.673TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,362,957OtherCostOrOtherBasisAmt
Book Value$7,362,957BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$40,598,239OtherCostOrOtherBasisAmt
Depreciation$13,826,258DepreciationAmt
Book Value$26,771,981BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$181,052OtherCostOrOtherBasisAmt
Depreciation$119,497DepreciationAmt
Book Value$61,555BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,954,721OtherCostOrOtherBasisAmt
Depreciation$3,902,995DepreciationAmt
Book Value$2,051,726BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$358,456OtherCostOrOtherBasisAmt
Book Value$358,456BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$36,606,675TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
Private Capital Funds$509,997F
Core Property Fund$2,927,397F
Energy Debt Fund$119,489F
Special Situations Fund$6,782,281F
Structured Credit Fund$3,167,291F
FieldValueIRS element (for citing)
Total Book Value Securities$13,506,455TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Federal Income Taxes
Annuities payable$118,665
Fair value adjustment of interest rate swap
Lease Liabilities$679,423
FieldValueIRS element (for citing)
Total Liability$798,088TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$0RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$0TotalRevenuePerForm990Amt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$0ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$0TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collectionsHOSPICE OF THE BLUEGRASS, INC. OWNS THREE SCULPTURES AND ONE ORIGINAL WATERCOLOR DESIGNED TO ENHANCE ITS COMMUNITY BEREAVEMENT PROGRAM. DONORS DESIGNATED SPECIFIC FUNDS FOR THE PURCHASE OF TWO SCULPTURES. ONE SCULPTURE AND THE ORIGINAL WATERCOLOR WERE DONATED.
Schedule D, Part V, Line 4 Intended uses of endowment fundsFUNDS RECEIVED FROM ENDOWMENTS ARE USED TO SUPPORT PROGRAM SERVICES.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe 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 for federal and state income taxes. 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 Form 990 has not been subject to examination by the Internal Revenue Service or the Commonwealth of Kentucky for the last three years. The Organization does not expect the total of unrecognized tax benefits to significantly change in the next 12 months. The Organization did not have any amounts accrued or recognized for interest and penalties at December 31, 2024 and 2023.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Region Total Expenditures$6,782,000RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$6,782,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$6,782,000TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-AccrualExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1TAYLOR BELL CONSULTINGBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1239 N MILL STAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
ActivityCONSULTING SERVICESActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$0GrossReceiptsAmt
Retained By Contractor$49,646RetainedByContractorAmt
Net To Organization-$49,646NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$0TotalGrossReceiptsAmt
Total Retained By Contractors$49,646TotalRetainedByContractorsAmt
Total Net To Organization-$49,646TotalNetToOrganizationAmt
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWYLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1HAZARD BASHEvent1Nm
Gross Receipts Event1$53,095GrossReceiptsEvent1Amt
Charitable Contri Event1$36,410CharitableContriEvent1Amt
Gross Revenue Event1$16,685GrossRevenueEvent1Amt
Rent Facility Costs Event1$10,500RentFacilityCostsEvent1Amt
Food And Beverage Event1$8,195FoodAndBeverageEvent1Amt
Entertainment Event1$4,000EntertainmentEvent1Amt
Other Direct Expenses Event1$3,362OtherDirectExpensesEvent1Amt
Gross Revenue Event2$0GrossRevenueEvent2Amt
Gross Revenue Other Events$0GrossRevenueOtherEventsAmt
Gross Receipts Total$53,095GrossReceiptsTotalAmt
Charitable Contributions Tot$36,410CharitableContributionsTotAmt
Gross Revenue Total Events$16,685GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$10,500RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$8,195FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,000EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$3,362OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$26,057DirectExpenseSummaryEventsAmt
Net Income Summary-$9,372NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PALLIATIVE CARE CENTER OF THE BLUEGRASS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 HARRODSBURG RDAddressLine1Txt
CityLexingtonCityNm
State AbbreviationKYStateAbbreviationCd
ZIP405043617ZIPCd
FieldValueIRS element (for citing)
Recipient EIN611333301RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,791,469CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
Purpose Of GrantFINANCIAL SUPPORT TO RELATED ORGANIZATIONPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationPALLIATIVE CARE CENTER OF THE BLUEGRASS, INC. IS A RELATED ORGANIZATION IN WHICH HOSPICE OF THE BLUEGRASS, INC. PROVIDES SUPPORT FOR OPERATIONS. ON A CONSOLIDATED BASIS, THESE ENTRIES ARE ELIMINATED. HOWEVER, ON A STAND-ALONE BASIS TO PROVIDE TRANSPARENCY IN REPORTING, THE SUPPORT PROVIDED BY HOSPICE OF THE BLUEGRASS, INC. IS REPORTED AS GRANT / ASSISTANCE TO THE PALLIATIVE CARE CENTER OF THE BLUEGRASS, INC. ON THE PALLIATIVE CARE CENTER OF THE BLUEGRASS FORM 990 THIS WILL BE REFLECTED AS A CONTRIBUTION FROM RELATED ORGANIZATIONS. THE SUPPORT PROVIDED IS BASED ON INTERCOMPANY EXPENSES INCURRED BY THE PALLIATIVE CARE CENTER OF THE BLUEGRASS WHERE THE PALLIATIVE CARE CENTER DOES NOT HAVE THE CASH FLOW TO REIMBURSE HOSPICE OF THE BLUEGRASS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ELIZABETH FOWLER
PRESIDENT/CEO$531,128$0$1,214$0$24,188$0$17,159$0$39,776$0$613,465$0$0$0
TODD COTE
CHIEF MEDICAL OFFICER$217,270$217,270$1,321$1,321$594$594$6,741$6,741$17,414$17,414$243,340$243,340$0$0
HOLLY HODGE
VP FINANCE/CFO$273,939$0$2,643$0$5,583$0$14,334$0$13,472$0$309,971$0$0$0
CROSWELL CHAMBERS
CHIEF COMPLIANCE & ADMINISTRATIVE OFFICER$268,108$0$2,643$0$1,188$0$11,953$0$0$0$283,892$0$0$0
DANITA ROSS
VP HUMAN RESOURCES$198,309$0$2,643$0$2,286$0$10,151$0$10,841$0$224,230$0$0$0
EUGENIA SMITHER
VP COMPLIANCE & QUALITY$185,873$0$2,643$0$5,236$0$5,313$0$23,108$0$222,173$0$0$0
LAURA KLUMB
VP PHILANTHROPY$185,571$0$2,643$0$774$0$9,744$0$15,214$0$213,946$0$0$0
KIMBERLY PENNINGTON
CHIEF BUSINESS OFFICER$188,612$0$2,643$0$774$0$9,514$0$14,812$0$216,355$0$0$0
MONICA COUCH
VP & CHIEF HOSPICE OFFICER$188,651$0$2,143$0$3,276$0$9,917$0$13,473$0$217,460$0$0$0
JANNETTE BAKER
CHIEF INFORMATION & SECURITY OFFICER$166,769$0$2,643$0$414$0$9,065$0$25,938$0$204,829$0$0$0
SALLI WHISMAN
SENIOR HOSPICE MEDICAL DIRECTOR$365,445$0$0$0$1,238$0$17,151$0$29,742$0$413,576$0$0$0
NATALIE HOUGHTON
DIRECTOR OF PROVIDER SERVICES$334,715$0$0$0$162$0$10,196$0$35,230$0$380,303$0$0$0
JAMES BORDERS
PACE MEDICAL DIRECTOR$313,057$0$0$0$1,236$0$3,843$0$10,451$0$328,587$0$0$0
JOEL MONCIVAIZ
HOSPICE & PALLIATIVE PHYSICIAN$238,528$16,119$0$0$2,141$145$7,445$503$32,375$2,188$280,489$18,955$0$0
DENISHA RAWLINGS
HOSPICE & PALLIATIVE PHYSICIAN$251,867$0$0$0$270$0$9,679$0$27,454$0$289,270$0$0$0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1KENTUCKY BOND DEVELOPMENT CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN472650498BondIssuerEIN
Bond Issued2020-11-13BondIssuedDt
Issue Price$4,000,000IssuePriceAmt
PurposeSee Part VIPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$528,844RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$4,000,000TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$0IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$0CapitalExpendituresAmt
Other Spent Proceeds$4,000,000OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2020SubstantialCompletionYr
Refunding Tax Exempt BondsfalseRefundingTaxExemptBondsInd
Refunding Taxable BondsYes (true)RefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Engage Bond Counsel ContractsfalseEngageBondCounselContractsInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Engage Bond Counsel ResearchfalseEngageBondCounselResearchInd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropPct
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecYes (true)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1Truist BankBusinessNameLine1Txt
FieldValueIRS element (for citing)
Term Of Hedge10.0TermOfHedgePct
Superintegrated HedgefalseSuperintegratedHedgeInd
Hedge TerminatedfalseHedgeTerminatedInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Term Of GIC0TermOfGICPct
Regulatory Safe Harbor StsfdfalseRegulatorySafeHarborStsfdInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule K, Part I, Column (f) Bond Issue B - Description of Purpose of BondFormAndLineReferenceDesc
ExplanationTo currently refund a taxable obligation, the proceeds of which were used to fund the construction of the administrative and clinical offices in Lexington, Kentucky.ExplanationTxt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$97NoncashContributionsRptF990Amt
Method Of Determining RevenuesReplacement costMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$2,736NoncashContributionsRptF990Amt
Method Of Determining RevenuesReplacement costMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Contribution3ContributionCnt
Noncash Contributions Rpt F990$26,767NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Contribution140ContributionCnt
Noncash Contributions Rpt F990$27,309NoncashContributionsRptF990Amt
Method Of Determining RevenuesReplacement costMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MEDICAL EQUIPMENT3$1,020Replacement cost
Yes (X)OFFICE SUPPLIES AND EQUIPMENT6$822Replacement cost
Yes (X)PATIENT AND FAMILY COMFORT ITEMS92$16,122Replacement cost
Yes (X)Plants3$997Market value
Yes (X)EVENT TICKETS, GIFT CARDS, AND TRIPS13$4,252Replacement cost
Yes (X)Cremation Services1$1,803Replacement cost
Yes (X)radio air time3$12,060Replacement cost
Yes (X)Venue rental1$8,501Replacement cost
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule M, Part I Explanations of reporting method for number of contributionsFormAndLineReferenceDesc
ExplanationOther - MEDICAL EQUIPMENT Number of contributions Other - OFFICE SUPPLIES AND EQUIPMENT Number of contributions Other - PATIENT AND FAMILY COMFORT ITEMS Number of contributions Securities - Publicly traded - Number of contributions Books and publications - Number of contributions Other - Plants NUMBER OF CONTRIBUTIONS Food inventory - NUMBER OF CONTRIBUTIONS Clothing and household goods - NUMBER OF CONTRIBUTIONS Other - EVENT TICKETS, GIFT CARDS, AND TRIPS NUMBER OF CONTRIBUTIONS Other - Cremation Services NUMBER OF CONTRIBUTIONS Other - radio air time NUMBER OF CONTRIBUTIONS Other - Venue rental NUMBER OF CONTRIBUTIONSExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4a-4c Description of program services(Expenses $ 1,243,165 including grants of $)(Revenue $ 1,200,338) HOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS TRANSITIONAL CARE, PROVIDES TRANSITIONAL CARE TO QUALIFYING PATIENTS TO ASSIST THEM WHEN COMING HOME AFTER A HOSPITAL STAY IN AN EFFORT TO KEEP THEM FROM HAVING TO BE READMITTED SOON AFTER DISCHARGE.
Form 990, Part V, Line 2a Employees Reported on Form W-3Hospice of the Bluegrass, Inc. EIN 61-0978097, is the common paying agent for Palliative Care Center of the Bluegrass, Inc., a related organization, therefore, all applicable IRS tax filings are reported by Hospice of the Bluegrass. The total number of employees reported on Form W-3 and filed by the common paying agent, Hospice of the Bluegrass, Inc. for 2024 was 910. For purposes of reporting the number of employees on the Form 990, Line 2a for Hospice of the Bluegrass and Palliative Care Center of the Bluegrass, there were 891 and 19 reported for each respective organization.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe Executive Committee consists of the Chairman of the Board, The Vice Chairman of the Board, the immediate past Chairman of the Board, the President and Chief Executive Officer, the Secretary, and the Treasurer. The only Committee member not on the governing body (the Board) is the immediate past Chairman of the Board who serves on the Executive Committee as an ex-officio, non-voting and non-fiduciary member. The Executive Committee may have and exercise all authority of the Board of Directors in dealing with the day-to-day management of the organization to the extent permitted by law. The actions taken shall be reported to the Board either by written minutes or report by the Chairman.
Form 990, Part VI, Line 4 Significant changes to organizational documentsSubsequent to the filing of the organization's 2023 Form 990, the organization's bylaws were amended to establish Everent Health, Inc., a Kentucky nonprofit corporation, as the organization's sole member.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyA copy of the organization's final form 990 (including required schedules), as ultimately filed with the IRS, was provided to each voting member of the organization's governing body. Additionally, a complete copy of the final form 990 was provided to all officers in attendance at the audit and finance committee meeting on September 23, 2025 and was reviewed prior to its filing with the IRS. In addition, the organization's return preparer and management presented a Form 990 summary report at this meeting.
Form 990, Part VI, Line 12c Conflict of interest policyAll organization personnel, members of the governing body and advisory boards are covered under the organization's Conflict of Interest policy. In the event a situation arises whereby an employee has a conflict of interest, he/she is obligated to report that potential to the President/CEO. Disclosure of a potential conflict and the President/CEO's decision regarding the actions will be noted in a file kept by the President/CEO. In the event a situation exists whereby a member of the governing body or advisory committee has a conflict of interest, he/she is obligated to report that potential to the governing body. The governing body will then render a decision of that member's eligibility to vote on any particular issue. Disclosure of a potential conflict and the governing body's decision regarding the conflict will be noted in the minutes.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialTHE CEO/PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE & ADMINISTRATIVE OFFICER, AND CHIEF STRATEGY OFFICERS' COMPENSATION WAS ESTABLISHED AND APPROVED BY THE EVERENT HEALTH, INC. COMPENSATION COMMITTEE APPOINTED BY THE EVERENT HEALTH, INC. BOARD OF DIRECTORS AND WILL BE REVIEWED ANNUALLY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE UTILIZES DATA PROVIDED BY INDEPENDENT COMPENSATION CONSULTANT STUDIES TO PROVIDE A BASIS FOR COMPARISON ALONG WITH AN ASSESSMENT OF THE EXECUTIVES EXPERIENCE TO ARRIVE AT THE COMPENSATION AMOUNT FOR THE NEWLY CREATED POSITIONS. THIS PROCESS WAS LAST UNDERTAKEN IN THE 3RD QUARTER OF 2024. THE APPROVAL OF THE EXECUTIVE'S COMPENSATION IS DOCUMENTED IN CORRESPONDENCE FROM THE CHRO ON BEHALF OF THE CHAIR OF THE BOARD OF DIRECTORS AND LOCATED IN THE EXECUTIVE'S EMPLOYEE FILE
Form 990, Part VI, Line 15b Process to establish compensation of other employeesTHE ORGANIZATION HAS A COMPENSATION PROGRAM WHICH APPLIES TO ALL PERSONNEL EXCEPT THE CEO/PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE & ADMINISTRATIVE OFFICER, AND CHIEF STRATEGY OFFICER. THE POLICIES AND PROCEDURES DEFINE THE GENERAL RULES OF OPERATION OF THE COMPENSATION PROGRAM. THE COMPENSATION PROGRAM WAS INITIALLY DEVELOPED BY THE COMPENSATION FIRM, MERCER, INC. AND HAS HAD REVISIONS AND UPDATES BY HANNA RESOURCE GROUP. THE CEO HAS THE RESPONSIBILITY FOR IMPLEMENTING THE PLAN. IN 2024, COMPENSATION WAS APPROVED BY THE BOARD OF DIRECTORS BASED ON RECENT COMPARABILITY STUDIES.
Form 990, Part VI, Line 19 Required documents available to the publicFinancial statements, governing documents, and conflict of interest policies are not required to be disclosed publicly pursuant to Internal Revenue Code (IRC) Section 6104. These documents may be disclosed based upon the discretion of the board.
Form 990, Part VII, Section A, Line 1a, Column (B) Hours for Related OrganizationsEmployees having 2.5 hours or less per week as hours for related organizations do not have reportable compensation from related organizations listed as the value of their compensation for related organizations is identified as a component of purchased services and not as reportable compensation.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesCHANGE IN VALUE OF INTEREST RATE SWAP - -11390; PLEDGE WRITE OFF - -6100; Total - -17490;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndAddress Line2USAddress/AddressLine2Txt
PALLIATIVE CARE CENTER OF THE BLUEGRASS INC
1733 HARRODSBURG RDLEXINGTONKY405043617611333301PATIENT CAREKY501(c)(3)10Hospice of the Bluegrass DBA Bluegrass Care NavigatorsYes (true)
HOSPICE OF THE BLUEGRASS FOUNDATION INC
1733 HARRODSBURG RDLEXINGTONKY405043617611317442SUPPORTKY501(c)(3)Type IHospice of the Bluegrass DBA Bluegrass Care NavigatorsYes (true)
EVERENT HEALTH INC
643 TETON TRAILFRANKFORTKY40601993953810SUPPORTKY501(c)(3)Type INAfalseSTE 200

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PERPETUAL TRUSTS (4)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 HARRODSBURG RDAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP405043617ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesINVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateKYLegalDomicileStateCd
Entity TypeTrustEntityTypeTxt
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PALLIATIVE CARE CENTER OF THE BLUEGRASS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$1,791,469InvolvedAmt
Method Of Amount DeterminationBASED ON ACTUAL EXPENSESMethodOfAmountDeterminationTxt