HOSPICE ALLIANCE FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HOSPICE ALLIANCE FOUNDATION INC (EIN 39-1822945)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-15
- IRS object ID
- 201442589349301259
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-15T15:13:10-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391648207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA & ORENDORFF LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 76TH ST STE 200 | AddressLine1 |
| City | KENOSHA | City |
| State | WI | State |
| ZIP Code | 531424018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391822945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE ALLIANCE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOSP | BusinessNameControlTxt |
| Phone | 2626524400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10220 PRAIRIE RIDGE BLVD | AddressLine1 |
| City | PLEASANT PRAIRIE | City |
| State | WI | State |
| ZIP Code | 53158 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS TENUTA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2626524400 | PhoneNum |
| Signature | 2014-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON WRIGHT | PreparerPersonNm |
| PTIN | P00644306 | PTIN |
| Phone | 2626577716 | PhoneNum |
| Preparation | 2014-07-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS TENUTA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10220 PRAIRIE RIDGE BLVD | AddressLine1 |
| City | PLEASANT PRAIRIE | City |
| State | WI | State |
| ZIP Code | 53158 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,578,644 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOSPICEALLIANCE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | HOSPICE ALLIANCE FOUNDATION, INC. WAS ORGANIZED IN SOLE SUPPORT OF HOSPICE ALLIANCE, INC. (A NON-PROFIT ORGANIZATION THAT PROVIDES HOSPICE SERVICES TO THE TERMINALLY ILL AND SUPPORT FOR THEIR FAMILIES). HOSPICE ALLIANCE FOUNDATION IS RESPONSIBLE FOR THE FUNDRAISING ACTIVITIES ON BEHALF OF HOSPICE ALLIANCE, INC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,255,974 | PYContributionsGrantsAmt |
| CY Contributions Grants | $280,072 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69,872 | PYInvestmentIncomeAmt |
| CY Investment Income | $204,220 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,343 | PYOtherRevenueAmt |
| CY Other Revenue | -$36,835 | CYOtherRevenueAmt |
| PY Total Revenue | $2,337,189 | PYTotalRevenueAmt |
| CY Total Revenue | $447,457 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $42,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,740 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $18,834 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $128,939 | PYOtherExpensesAmt |
| CY Other Expenses | $122,389 | CYOtherExpensesAmt |
| PY Total Expenses | $171,339 | PYTotalExpensesAmt |
| CY Total Expenses | $135,129 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,165,850 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $312,328 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,188,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,753,058 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $669,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $666,110 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,518,714 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,086,948 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOSPICE ALLIANCE FOUNDATION, INC. WAS ORGANIZED IN SOLE SUPPORT OF HOSPICE ALLIANCE, INC. (A NON-PROFIT ORGANIZATION THAT PROVIDES HOSPICE SERVICES TO THE TERMINALLY ILL AND SUPPORT FOR THEIR FAMILIES). HOSPICE ALLIANCE FOUNDATION IS RESPONSIBLE FOR THE FUNDRAISING ACTIVITIES ON BEHALF OF HOSPICE ALLIANCE, INC. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $88,518 | ExpenseAmt |
| Grant | $12,740 | GrantAmt |
| Desc | ALL REVENUES AND EXPENSES ARE RELATED TO THE PURPOSE OF RAISING MONEY FOR HOSPICE ALLIANCE, INC. THE FOUNDATION WILL BE ABLE TO GRANT MONEY TO HOSPICE ALLIANCE, INC. AS NEEDED DUE TO CHANGES IN ITS BUSINESS ENVIRONMENT. | Desc |
| Total Program Service Expenses | $88,518 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE HAAS | PersonNm |
| Phone | 2626524400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10220 PRAIRIE RIDGE BLVD | AddressLine1 |
| City | PLEASANT PRAIRIE | City |
| State | WI | State |
| ZIP Code | 53158 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ROBERT SCHNEIDER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MULLANE MD | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS MATTIOLI | ||||||
| SEC/TREAS | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARY KARNES | ||||||
| VICE PRESIDE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SANDRA RIESE RN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS TENUTA | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID BERMAN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEN IAQUINTA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL HEYDEN CPA | ||||||
| ASST SEC/TRE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GENE OLSON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $280,072 | AllOtherContributionsAmt |
| Total Contributions | $280,072 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,813 | TotalRevenueColumnAmt |
| Exclusion | $149,813 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $99,996 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $178,728 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$78,732 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$78,732 | TotalRevenueColumnAmt |
| Exclusion | -$78,732 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $954,724 | SecuritiesAmt |
| Other | $34,618 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $934,935 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,789 | SecuritiesAmt |
| Other | $34,618 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,407 | TotalRevenueColumnAmt |
| Exclusion | $54,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $52,607 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $17,524 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,083 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| BRICK MEMORIAL | $5,050 | $5,050 |
| MISCELLANEOUS | $1,764 | $1,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,814 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $447,457 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,814 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $125,488 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,740 | TotalAmt |
| Program Services | $12,740 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,287 | TotalAmt |
| Program Services | $53,287 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,524 | TotalAmt |
| Program Services | $1,524 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,943 | TotalAmt |
| Program Services | $15,943 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,885 | TotalAmt |
| Program Services | $4,885 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $20,997 | $20,997 | |
| INDIRECT FUNDRAISING | $18,834 | $18,834 | |
| OUTSIDE SERVICES | $5,871 | $5,871 | |
| BANK SERVICE CHARGES | $909 | $909 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139 | TotalAmt |
| Program Services | $139 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,129 | TotalAmt |
| Program Services | $88,518 | ProgramServicesAmt |
| Management And General | $27,777 | ManagementAndGeneralAmt |
| Fundraising | $18,834 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,214 | BOYAmt |
| EOY | $586,371 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,606,207 | BOYAmt |
| EOY | $3,372,645 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,399 | BOYAmt |
| EOY | $8,186 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763 | BOYAmt |
| EOY | $2,342 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,355,497 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $919,082 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,975,218 | BOYAmt |
| EOY | $4,436,415 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,922,810 | BOYAmt |
| EOY | $4,347,099 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,188,611 | BOYAmt |
| EOY | $12,753,058 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,252 | BOYAmt |
| EOY | $17,623 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,645 | BOYAmt |
| EOY | $648,487 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,897 | BOYAmt |
| EOY | $666,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,399,446 | BOYAmt |
| EOY | $11,930,614 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,268 | BOYAmt |
| EOY | $156,334 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,518,714 | BOYAmt |
| EOY | $12,086,948 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,188,611 | BOYAmt |
| EOY | $12,753,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $312,328 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $255,906 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE ALLIANCE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391403883 | EIN |
| Organization Type | 9 | OrganizationTypeDesc |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (true) | SupportedOrgNotifiedInd |
| US Organized | Yes (true) | USOrganizedInd |
| Support | $12,740 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $12,740 | SupportSumAmt |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,135,751 | OtherCostOrOtherBasisAmt |
| Book Value | $1,135,751 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,082,801 | OtherCostOrOtherBasisAmt |
| Depreciation | $833,473 | DepreciationAmt |
| Book Value | $3,249,328 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,618 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,743 | DepreciationAmt |
| Book Value | $19,875 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,866 | DepreciationAmt |
| Book Value | $31,461 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,436,415 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $447,457 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $447,457 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $447,457 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $135,129 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $135,129 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $135,129 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION QUALIFIES AS A TAX-EXEMPT NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATUTES OF WISCONSIN LAW. THE FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ONLY ON NET UNRELATED BUSINESS INCOME UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION CURRENTLY HAS NO OBLIGATION FOR UNRELATED BUSINESS INCOME TAX. ACCORDINGLY, NO PROVISIONS FOR FEDERAL OR STATE INCOME TAXES ARE REQUIRED. THE FOUNDATION'S FEDERAL AND STATE TAX RETURNS ARE POTENTIALLY OPEN FOR EXAMINATION FOR THE PAST THREE YEARS. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GENERAL FUNDRAI | NameOfEvent1Amt |
| Gross Receipts Event1 | $52,607 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $52,607 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $17,524 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $52,607 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $52,607 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $17,524 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $17,524 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $35,083 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE ALLIANCE INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10220 PRAIRIE RIDGE BLVD | AddressLine1 |
| City | PLEASANT PRAIRIE | City |
| State | WI | State |
| ZIP Code | 53158 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 391403883 | RecipientEIN |
| IRC Section | 501 | IRCSectionDesc |
| Cash Grant | $12,740 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | SPONSORSHIP | PurposeOfGrantTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|
| THOMAS TENUTA | ||
| PRESIDENT | INVESTMENT FEES | false |
| ROBERT SCHNEIDER | ||
| MEMBER | KCF INVESTMENT | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | THOMAS TENUTA IS AN EMPLOYEE OF RW BAIRD; HOSPICE ALLIANCE FOUNDATION, INC. HAS INVESTMENTS THROUGH BAIRD WITH FEES BASED ON A PERCENT OF INVESTMENT. MR. TENUTA DOES IS NOT COMPENSATED BASED OFF OF THE ORGANIZATION'S INVESTMENT FEES. ROBERT SCHNEIDER IS THE EXECUTIVE DIRECTOR OF KENOSHA COMMUNITY FOUNDATION WHERE HOSPICE ALLIANCE FOUNDATION, INC. HAS MONEY HELD FOR CHARITABLE GIFT ANNUITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | HOSPICE ALLIANCE FOUNDATION, INC. WAS ORGANIZED IN SOLE SUPPORT OF HOSPICE ALLIANCE, INC. (A NON-PROFIT ORGANIZATION THAT PROVIDES HOSPICE SERVICES TO THE TERMINALLY ILL AND SUPPORT FOR THEIR FAMILIES). HOSPICE ALLIANCE FOUNDATION IS RESPONSIBLE FOR THE FUNDRAISING ACTIVITIES ON BEHALF OF HOSPICE ALLIANCE, INC. |
| FORM 990, PAGE 1, PART I, LINE 6 | THERE ARE NO VOLUNTEERS FOR FOUNDATION, BUT VOLUNTEERS ARE PART OF HOSPICE ALLIANCE, INC. (OPERATIONS). |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE DIRECTOR OF FINANCE REVIEWS THE 990 IN DETAIL AND THEN PRESENTS IT TO THE FINANCE COMMITTEE FOR REVIEW AND SIGNATURE. A COPY OF THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | PRIOR TO ELECTION, POTENTIAL BOARD MEMBERS MUST DOCUMENT ANY CONFLICTS OF INTEREST. BOARD MEMBERS MUST REAFFIRM ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION WILL FURNISH AUDITED FINANCIAL STATEMENTS UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES-OPS 44,160 0 0 CONTRACTED OFFICE EXPENSE 7,938 0 0 0 0 0 BRICK MEMORIAL SUPPLIES 1,189 0 0 0 0 0 GENERAL FUNDRAISING GEN FUNDRAISING EXPENSE 17,524 0 0 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE ALLIANCE INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10220 PRAIRIE RIDGE BLVD | AddressLine1 |
| City | PLEASANT PRAIRIE | City |
| State | WI | State |
| ZIP Code | 53158 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391403883 | EIN |
| Primary Activities | HOSPICE | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE ALLIANCE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | J | TransactionTypeTxt |
| Involved | $99,996 | InvolvedAmt |
| Method Of Amount Determination | RENTAL CONTRACT | MethodOfAmountDeterminationTxt |