HOSPICE OF THE PIEDMONT INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOSPICE OF THE PIEDMONT INC (EIN 52-1205921)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-23
- IRS object ID
- 202521139349301447
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-23T13:58:51-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 825354495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY GRIFFITH & MAYS - MORGANTOWN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 FORT PIERPONT DR SUITE 202 | AddressLine1Txt |
| City | MORGANTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521205921 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE OF THE PIEDMONT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOSP | BusinessNameControlTxt |
| Phone | 4348176900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 PETER JEFFERSON PARKWAY STE 30 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22911 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY LITTLEFIELD | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4348176900 | PhoneNum |
| Signature | 2025-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J RYAN LINDSAY | PreparerPersonNm |
| PTIN | P01835061 | PTIN |
| Phone | 3042411267 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | NANCY LITTLEFIELD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 PETER JEFFERSON PARKWAY STE 300 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22911 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,238,918 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOPVA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO GUIDE LIFE'S FINAL JOURNEY WITH EXPERTISE AND EMPATHY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 239 | TotalEmployeeCnt |
| Total Volunteers | 190 | TotalVolunteersCnt |
| Total Gross UBI | $38,393 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $37,391 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,964,635 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,596,842 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,411,632 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,301,308 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,354,511 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,378,089 | CYInvestmentIncomeAmt |
| PY Other Revenue | $176,665 | PYOtherRevenueAmt |
| CY Other Revenue | $143,739 | CYOtherRevenueAmt |
| PY Total Revenue | $26,907,443 | PYTotalRevenueAmt |
| CY Total Revenue | $26,419,978 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,210,612 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,233,713 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $761,965 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,518,760 | PYOtherExpensesAmt |
| CY Other Expenses | $8,637,992 | CYOtherExpensesAmt |
| PY Total Expenses | $24,729,372 | PYTotalExpensesAmt |
| CY Total Expenses | $26,871,705 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,178,071 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$451,727 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,873,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,027,323 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,684,996 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,067,121 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,188,871 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,960,202 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO GUIDE LIFE'S FINAL JOURNEY WITH EXPERTISE AND EMPATHY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,867,071 | ExpenseAmt |
| Revenue | $21,301,308 | RevenueAmt |
| Desc | HOSPICE OF THE PIEDMONT IS A COMMUNITY-BASED, NONPROFIT HOSPICE THAT HAS OFFERED EXPERT CARE AND PEACEFUL RESOLUTION TO VIRGINIA FAMILIES FOR OVER 40 YEARS. THE HOSPICE MODEL IS ABOUT MUCH MORE THAN MEDICAL CARE. PATIENTS AND THEIR LOVED ONES FIND SUPPORT FOR BODY, MIND, AND SPIRIT BY WORKING WITH A DEDICATED INTERDISCIPLINARY TEAM. OUR TEAM PROVIDES CARE IN PRIVATE RESIDENCES, NURSING HOMES, ASSISTED LIVING FACILITIES, AND RETIREMENT COMMUNITIES. ADDITIONALLY, WE OPERATE TWO INPATIENT FACILITIES:- THE NEWTON AND WILMA THOMAS HOSPICE HOUSE SERVES AS A HOME-AWAY-FROM-HOME FOR PATIENTS WHO REQUIRE AROUND-THE-CLOCK SUPPORT. THE HOSPICE HOUSE OFFERS THE FULL SPECTRUM OF HOSPICE CARE IN A PEACEFUL, HOMELIKE SETTING. THE COSTS OF ROOM AND BOARD ARE NOT COVERED BY MOST INSURANCE PLANS. DONATIONS TO THE HOSPICE HOUSE HELP ENSURE ACCESS TO THIS SERVICE FOR ALL PATIENTS, REGARDLESS OF INCOME.- THE CENTER FOR ACUTE HOSPICE CARE PROVIDES SHORT-TERM CARE FOR PATIENTS WITH SYMPTOMS THAT ARE BETTER MANAGED IN A HOSPITAL ENVIRONMENT. THE STATE-OF-THE-ART, 10-BED UNIT LOCATED AT NORTHRIDGE MEDICAL PARK COMBINES THE EXPERT, LOVING CARE OF OUR RENOWNED HOSPICE PROGRAM WITH THE ADVANCED AMENITIES OF A HOSPITAL.DURING FISCAL YEAR 2024, HOSPICE OF THE PIEDMONT PROVIDED CARE TO MORE THAN 1,700 PATIENTS ACROSS OUR 12-COUNTY SERVICE AREA. PERFORMING THESE SERVICES WERE INTERDISCIPLINARY TEAMS OF DOCTORS, NURSE PRACTITIONERS, NURSES, HOME HEALTH AIDES, SOCIAL WORKERS, CHAPLAINS, COUNSELORS, ADMINISTRATIVE STAFF, AND TRAINED VOLUNTEERS. DURING THE REPORTING PERIOD, HOSPICE OF THE PIEDMONT HAD APPROXIMATELY 205 EMPLOYEES AND 190 VOLUNTEERS. VOLUNTEERS PROVIDED 5,707 HOURS OF SERVICE IN SUPPORT OF HOSPICE CARE IN OUR COMMUNITY. VOLUNTEERS PLAY AN ESSENTIAL ROLE IN DELIVERING PERSONALIZED, PEACEFUL HOSPICE CARE. OUR VOLUNTEERS WORK CLOSELY WITH OUR NURSES AND STAFF TO PROVIDE PATIENTS WITH THE EXPERIENCE THEY DESERVE THROUGH SERVICES SUCH AS MUSIC THERAPY, MASSAGE & REIKI THERAPY, ART THERAPY, PET THERAPY, GRIEF CLASSES, 11TH-HOUR VIGILS, DEATH DOULAS, THE "WE HONOR VETERANS" PROGRAM, AND ADMINISTRATIVE SUPPORT. LASTLY, VOLUNTEERS SUPPORT CAREGIVERS BY PROVIDING DIRECT SERVICES TO PATIENTS IN NEED BY PREPARING MEALS, RUNNING ERRANDS, AND SPENDING TIME WITH PATIENTS.ADDITIONAL PROGRAMS INCLUDE:- OUR GRIEF AND HEALING PROGRAM OFFERS FREE, ONGOING BEREAVEMENT SUPPORT FOR THE ENTIRE COMMUNITY, WHETHER THEIR LOVED ONE USED OUR HOSPICE SERVICES OR NOT. FROM SUPPORT GROUPS AND COUNSELING TO MEMORIAL SERVICES AND MORE, WE HELP INDIVIDUALS, FAMILIES, AND COMMUNITIES MOVE FORWARD AFTER LOSS. DURING THE REPORTING PERIOD, THE BEREAVEMENT SERVICES TEAM PROVIDED MORE THAN 4,700 COUNSELING SESSIONS.- OUR KIDS' GRIEF AND HEALING PROGRAMS ARE AVAILABLE TO YOUNG PEOPLE (AGES 4 TO 18) THROUGHOUT OUR SERVICE AREA, WHETHER OR NOT A LOVED ONE DIED IN HOSPICE CARE. THE PROGRAMS PROVIDE A VARIETY OF SPECIFICALLY DESIGNED SUPPORT TO YOUNG PEOPLE AS THEY COPE WITH GRIEF. THROUGH CREATIVE EXPRESSION AND GROUP INTERACTION, WE GIVE THEM THE SPACE, SUPPORT, AND TOOLS TO WORK THROUGH THEIR GRIEF. OFFERED AT NO COST TO FAMILIES, THE PROGRAM INCLUDES: -- INDIVIDUAL COUNSELING BY OUR CARING AND PROFESSIONAL BEREAVEMENT SPECIALISTS, -- OUR LONG-RUNNING JOURNEYS BEREAVEMENT CAMPS, -- AND MULTI-WEEK SUPPORT GROUPS AT OUR OFFICES. WE HELP YOUNG PEOPLE FORGE CONNECTIONS WITH OTHERS, UNDERSTAND GRIEF, AND FIND THAT THEY ARE NOT ALONE.- OUR EDUCATION PROGRAMS HELP MEET THE AREA'S GROWING NEED FOR INFORMATION ABOUT END-OF-LIFE CARE. DEATH IS COMPLICATED, AND CARING FOR A DYING PERSON REQUIRES DEEP KNOWLEDGE AND EXPERTISE. AS LEADERS IN THIS FIELD, IT'S OUR DUTY TO EDUCATE THE ENTIRE COMMUNITY, SO WE OFFER FREE TRAINING SESSIONS TO HEALTHCARE PROVIDERS AND OTHERS WHO SEEK TO LEARN.- PALLIATIVE MEDICINE OFFERS AN ADDED LAYER OF TREATMENT TO PATIENTS LIVING WITH AN ADVANCED ILLNESS. THE FOCUS IS ON PROVIDING RELIEF FROM THE STRESS AND SYMPTOMS (INCLUDING PAIN, NAUSEA, FATIGUE, SHORTNESS OF BREATH, AND MORE) OF A SERIOUS ILLNESS WHILE ALSO ATTENDING TO A PATIENT'S AND FAMILY MEMBERS' PHYSICAL, EMOTIONAL, AND SPIRITUAL NEEDS. THIS APPROACH FOCUSES ON IMPROVING THE QUALITY OF LIFE AS THE PERSON UNDERGOES FURTHER CURATIVE TREATMENT. | Desc |
| Total Program Service Expenses | $20,867,071 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 239 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4348176900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 PETER JEFFERSON PARKWAY SUITE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22911 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| FRANCIS ANSA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHY CAMPBELL | |||||||||
| BOARD SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| GABRIEL LAUFER | |||||||||
| BOARD VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| GARY LEE | |||||||||
| BOARD TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CHRIS LITTLE | |||||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| NANCY LITTLEFIELD | |||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $62,452 | $0 | $3,955 | Yes (X) | |||
| BRUCE CLARK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EVELYN FLEMING | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEANNE MCCUSKER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRIS MURRAY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT SYVERUD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PEYTON TAYLOR | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA THOMAS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JUDY TOBIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHERYL RINGER | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $12,692 | $0 | $0 | Yes (X) | ||||
| JENNIFER DOWNS | |||||||||
| CHIEF MARKETING & DEVELOPMENT OFFICE | 40.00 | $161,411 | $0 | $15,516 | Yes (X) | ||||
| ALINA FOMOVSKA | |||||||||
| CHIEF MEDICAL OFFICER | 40.00 | $240,655 | $0 | $30,588 | Yes (X) | ||||
| ANGELA STILTNER | |||||||||
| SENIOR MEDICAL DIRECTOR | 40.00 | $239,247 | $0 | $17,572 | Yes (X) | ||||
| MICHAEL DOBSON | |||||||||
| MEDICAL DIRECTOR | 40.00 | $207,066 | $0 | $16,933 | Yes (X) | ||||
| SIMRAN MANN | |||||||||
| MEDICAL DIRECTOR | 40.00 | $201,139 | $0 | $24,471 | Yes (X) | ||||
| BRIT LEWIS | |||||||||
| CLINICAL SERVICES MANAGER | 40.00 | $152,686 | $0 | $1,021 | Yes (X) | ||||
| RONALD COTTRELL | |||||||||
| FORMER PRESIDENT & CEO | 40.00 | $291,246 | $0 | $34,987 | Yes (X) | ||||
| TIMOTHY SHORT | |||||||||
| FORMER CHIEF MEDICAL OFFICER | 40.00 | $337,114 | $0 | $18,175 | Yes (X) | ||||
| JENNIFER KINCAID | |||||||||
| FORMER CHIEF PEOPLE OFFICER | 40.00 | $134,226 | $0 | $31,516 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,039,934 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $194,734 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEWIS MEDIA PARTNERS LLC | |||||
| 500 LIBBIE AVENUE SUITE 2-C | RICHMOND | VA | 23226 | MULTIMEDIA DESIGN SERVICES | $508,836 |
| CMG CIT ACQUISITION LLC | |||||
| 655 SOUTH WILLOW STREET SUITE 128 | MANCHESTER | NH | 03103 | NURSING AND STAFFING SOLUTIONS | $180,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $150,000 | GovernmentGrantsAmt |
| All Other Contributions | $3,446,842 | AllOtherContributionsAmt |
| Noncash Contributions | $69,766 | NoncashContributionsAmt |
| Total Contributions | $3,596,842 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICES | 623000 | $21,298,733 | $21,298,733 |
| OTHER INCOME | 900099 | $2,575 | $2,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,301,308 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $366,049 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $38,393 | UnrelatedBusinessRevenueAmt |
| Exclusion | $327,656 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,771,809 | SecuritiesAmt |
| Other | $16,467 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,767,599 | SecuritiesAmt |
| Other | $8,637 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,004,210 | SecuritiesAmt |
| Other | $7,830 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,012,040 | TotalRevenueColumnAmt |
| Exclusion | $1,012,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $186,443 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $42,704 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,739 | TotalRevenueColumnAmt |
| Exclusion | $143,739 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,419,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,301,308 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $38,393 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,483,435 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,277,350 | TotalAmt |
| Program Services | $920,466 | ProgramServicesAmt |
| Management And General | $276,178 | ManagementAndGeneralAmt |
| Fundraising | $80,706 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,637,537 | TotalAmt |
| Program Services | $10,469,117 | ProgramServicesAmt |
| Management And General | $2,783,719 | ManagementAndGeneralAmt |
| Fundraising | $384,701 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,749 | TotalAmt |
| Program Services | $200,108 | ProgramServicesAmt |
| Management And General | $39,542 | ManagementAndGeneralAmt |
| Fundraising | $8,099 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,989,403 | TotalAmt |
| Program Services | $1,606,853 | ProgramServicesAmt |
| Management And General | $317,520 | ManagementAndGeneralAmt |
| Fundraising | $65,030 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081,674 | TotalAmt |
| Program Services | $873,675 | ProgramServicesAmt |
| Management And General | $172,641 | ManagementAndGeneralAmt |
| Fundraising | $35,358 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,959 | TotalAmt |
| Program Services | $22,241 | ProgramServicesAmt |
| Management And General | $11,343 | ManagementAndGeneralAmt |
| Fundraising | $1,375 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,350 | TotalAmt |
| Program Services | $28,216 | ProgramServicesAmt |
| Management And General | $14,390 | ManagementAndGeneralAmt |
| Fundraising | $1,744 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,046 | TotalAmt |
| Program Services | $79,409 | ProgramServicesAmt |
| Management And General | $41,595 | ManagementAndGeneralAmt |
| Fundraising | $5,042 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,245,250 | TotalAmt |
| Program Services | $246,137 | ProgramServicesAmt |
| Management And General | $999,113 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,210 | TotalAmt |
| Program Services | $15,468 | ProgramServicesAmt |
| Management And General | $169,742 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,378 | TotalAmt |
| Program Services | $404,980 | ProgramServicesAmt |
| Management And General | $65,843 | ManagementAndGeneralAmt |
| Fundraising | $35,555 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,985 | TotalAmt |
| Program Services | $350,912 | ProgramServicesAmt |
| Management And General | $78,853 | ManagementAndGeneralAmt |
| Fundraising | $11,220 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,045,883 | TotalAmt |
| Program Services | $921,445 | ProgramServicesAmt |
| Management And General | $107,806 | ManagementAndGeneralAmt |
| Fundraising | $16,632 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,799 | TotalAmt |
| Program Services | $646,847 | ProgramServicesAmt |
| Management And General | $21,102 | ManagementAndGeneralAmt |
| Fundraising | $1,850 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,222 | TotalAmt |
| Program Services | $575 | ProgramServicesAmt |
| Management And General | $6,036 | ManagementAndGeneralAmt |
| Fundraising | $10,611 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,417 | TotalAmt |
| Program Services | $167,713 | ProgramServicesAmt |
| Management And General | $18,805 | ManagementAndGeneralAmt |
| Fundraising | $2,899 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,042 | TotalAmt |
| Program Services | $81,286 | ProgramServicesAmt |
| Management And General | $21,449 | ManagementAndGeneralAmt |
| Fundraising | $3,307 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL EQUIPMENT AND S | $1,246,730 | $1,246,730 |
| MEDICATION | $946,352 | $946,352 |
| BAD DEBTS | $574,459 | $574,459 |
| MEDICAL & OTHER HOSPICE | $497,253 | $497,253 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,657 | TotalAmt |
| Program Services | $566,829 | ProgramServicesAmt |
| Management And General | $96,992 | ManagementAndGeneralAmt |
| Fundraising | $97,836 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,871,705 | TotalAmt |
| Program Services | $20,867,071 | ProgramServicesAmt |
| Management And General | $5,242,669 | ManagementAndGeneralAmt |
| Fundraising | $761,965 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,190,680 | BOYAmt |
| EOY | $976,983 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,771,968 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $844,390 | BOYAmt |
| EOY | $250,126 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,751,355 | BOYAmt |
| EOY | $3,106,914 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,605 | BOYAmt |
| EOY | $298,212 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,990,227 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,637,464 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,344,081 | BOYAmt |
| EOY | $2,352,763 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,816,879 | BOYAmt |
| EOY | $16,853,890 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,000 | BOYAmt |
| EOY | $167,396 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,475,877 | BOYAmt |
| EOY | $2,249,071 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,873,867 | BOYAmt |
| EOY | $30,027,323 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,583,401 | BOYAmt |
| EOY | $2,067,562 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,066 | BOYAmt |
| EOY | $6,932 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,094,529 | BOYAmt |
| EOY | $992,627 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,684,996 | BOYAmt |
| EOY | $3,067,121 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,642,240 | BOYAmt |
| EOY | $18,093,108 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,546,631 | BOYAmt |
| EOY | $8,867,094 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,188,871 | BOYAmt |
| EOY | $26,960,202 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,873,867 | BOYAmt |
| EOY | $30,027,323 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$451,727 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $523,007 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,299,949 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,597,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,757,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,231,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,205,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,783,285 | CurrentTaxYearAmt |
| Total | $19,574,826 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,597,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,757,266 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,231,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,205,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,783,285 | CurrentTaxYearAmt |
| Total | $19,574,826 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $19,574,826 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $168,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,252 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $233,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $327,656 | CurrentTaxYearAmt |
| Total | $951,079 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,676 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,393 | CurrentTaxYearAmt |
| Total | $51,283 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,577,188 | TotalSupportAmt |
| Public Support CY170 | 0.95130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,802,587 | BeginningYearBalanceAmt |
| Contributions | $4,801,019 | ContributionsAmt |
| Investment Earnings Or Losses | $1,750,139 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,332,458 | OtherExpendituresAmt |
| End Year Balance | $17,021,287 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,457,570 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,345,017 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $14,802,587 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,805,089 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,347,519 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,457,570 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,003,899 | BeginningYearBalanceAmt |
| Contributions | $431,602 | ContributionsAmt |
| Investment Earnings Or Losses | $3,545,886 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $176,298 | OtherExpendituresAmt |
| End Year Balance | $15,805,089 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,166,327 | BeginningYearBalanceAmt |
| Contributions | $922,562 | ContributionsAmt |
| Investment Earnings Or Losses | $73,452 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $158,442 | OtherExpendituresAmt |
| End Year Balance | $12,003,899 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.62622 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21462 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15916 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $291,226 | OtherCostOrOtherBasisAmt |
| Book Value | $291,226 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,003,940 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,251,548 | DepreciationAmt |
| Book Value | $1,752,392 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $237,867 | OtherCostOrOtherBasisAmt |
| Depreciation | $240,847 | DepreciationAmt |
| Book Value | -$2,980 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $881,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $716,909 | DepreciationAmt |
| Book Value | $164,876 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $575,409 | OtherCostOrOtherBasisAmt |
| Depreciation | $428,160 | DepreciationAmt |
| Book Value | $147,249 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,352,763 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLE | $12,709 |
| EMPLOYEE RETENTION CREDIT RECEIVABLE | $1,268,843 |
| LEASED ASSETS | $967,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,249,071 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OBLIGATION UNDER OPERATING LEASE | Desc |
| Amt | $992,627 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $992,627 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $26,859,643 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $523,007 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $42,704 | OtherRevenueAmt |
| Revenue Not Reported | $565,711 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,293,932 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $126,046 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $126,046 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,419,978 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,088,312 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | $1,299,949 | LossesReportedAmt |
| Other Expenses Included | $42,704 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,342,653 | ExpensesNotReportedAmt |
| Expenses Subtotal | $26,745,659 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $126,046 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $126,046 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,871,705 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE HOSPICE'S ENDOWMENT FUNDS CONSIST OF BOTH DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS. THE GENERAL ENDOWMENT IS FOR THE SUPPORT OF THE GENERAL OPERATIONS OF THE HOSPICE. THE HOSPICE HOUSE ENDOWMENT IS FOR THE SUPPORT OF THE HOSPICE HOUSE. |
| PART X, LINE 2: | THE HOSPICE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE HOSPICE HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FASB AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE HOSPICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS 42,704. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS 42,704. |
| SCHEDULE D, PART XII, LINE 2C: | THE HOSPICE APPLIED FOR EMPLOYEE RETENTION CREDITS (ERC); HOWEVER, THE IRS DISALLOWED THE CLAIM, ASSERTING IT DID NOT MEET THE REQUIRED DECLINE IN GROSS RECEIPTS. THIS AMOUNT REPRESENTS THE DISALLOWED AMOUNT OF THE ERC RECEIVABLE PREVIOUSLY REPORTED. THE HOSPICE HAS APPEALED THE DISALLOWANCE. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | KESWICK 5K RUN AND REMEMBRANCE | Event1Nm |
| Gross Receipts Event1 | $59,977 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $59,977 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,878 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENT | Event2Nm |
| Gross Receipts Event2 | $81,661 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $81,661 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $14,350 | CashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,000 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $14,061 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $44,805 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $44,805 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,415 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $186,443 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $186,443 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $14,350 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,000 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,354 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $42,704 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $143,739 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY SHORT | ||||||||||||||
| FORMER CHIEF MEDICAL OFFICER | $137,114 | $0 | $0 | $0 | $200,000 | $0 | $9,117 | $0 | $9,058 | $0 | $355,289 | $0 | $0 | $0 |
| RONALD COTTRELL | ||||||||||||||
| FORMER PRESIDENT & CEO | $262,079 | $0 | $29,167 | $0 | $0 | $0 | $8,110 | $0 | $26,877 | $0 | $326,233 | $0 | $0 | $0 |
| ALINA FOMOVSKA | ||||||||||||||
| CHIEF MEDICAL OFFICER | $235,655 | $0 | $5,000 | $0 | $0 | $0 | $5,535 | $0 | $25,053 | $0 | $271,243 | $0 | $0 | $0 |
| ANGELA STILTNER | ||||||||||||||
| SENIOR MEDICAL DIRECTOR | $238,247 | $0 | $1,000 | $0 | $0 | $0 | $6,941 | $0 | $10,631 | $0 | $256,819 | $0 | $0 | $0 |
| SIMRAN MANN | ||||||||||||||
| MEDICAL DIRECTOR | $200,139 | $0 | $1,000 | $0 | $0 | $0 | $6,413 | $0 | $18,058 | $0 | $225,610 | $0 | $0 | $0 |
| MICHAEL DOBSON | ||||||||||||||
| MEDICAL DIRECTOR | $206,066 | $0 | $1,000 | $0 | $0 | $0 | $6,305 | $0 | $10,628 | $0 | $223,999 | $0 | $0 | $0 |
| JENNIFER DOWNS | ||||||||||||||
| CHIEF MARKETING & DEVELOPMENT OFFICE | $152,411 | $0 | $9,000 | $0 | $0 | $0 | $4,888 | $0 | $10,628 | $0 | $176,927 | $0 | $0 | $0 |
| JENNIFER KINCAID | ||||||||||||||
| FORMER CHIEF PEOPLE OFFICER | $125,226 | $0 | $9,000 | $0 | $0 | $0 | $4,369 | $0 | $27,147 | $0 | $165,742 | $0 | $0 | $0 |
| BRIT LEWIS | ||||||||||||||
| CLINICAL SERVICES MANAGER | $151,686 | $0 | $1,000 | $0 | $0 | $0 | $0 | $0 | $1,021 | $0 | $153,707 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | DURING THE FISCAL YEAR ENDED JUNE 30, 2019, HOSPICE OF THE PIEDMONT ESTABLISHED A DEFERRED COMPENSATION AGREEMENT FOR ITS FORMER CHIEF EXECUTIVE OFFICER, RONALD J. COTTRELL. THE AGREEMENT WAS CONSIDERED AN INELIGIBLE PLAN UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE. THE PLAN FULLY VESTED ON JANUARY 1, 2024, SUBJECT TO THE CONDITIONS OF THE AGREEMENT, AND WAS FULLY DISTRIBUTED IN JANUARY 2025,IN THE AMOUNT OF $250,411.76 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $69,766 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE FMV QUOTE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE HOSPICE USES BROKERS TO SELL PUBLICLY TRADED SECURITIES CONTRIBUTED DURING THE YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | HOSPICE OF THE PEIDMONT ADOPTED REVISIONS TO THE BYLAWS ON APRIL 17, 2024. WHILE MOST OF THE CHANGES WERE ORDER OF ITEMS AND MINOR VERBAGE CHANGES, THERE WERE A FEW REPORTABLE CHANGES: - PROGRAM OBJECTIVES WERE CHANGED TO AGREE TO THE MISSION STATEMENT. - SCOPE OF SERVICES, WHICH WAS PREVIOUSLY EXTREMELY DETAILED, WAS CHANGED TO "HOSPICE OF PIEDMONT PROVIDES COMPREHENSIVE, COMPASSIONATE PALLIATIVE CARE, END-OF-LIFE CARE, AND BEREAVEMENT SERVICES TO PATIENTS AND THEIR FAMILIES THROUGHOUT THE CENTRAL VIRGINIA REGION". - UNDER ARTICLE II DIRECTORS, NEW SECTIONS WERE ADDED, INCLUDING: * SECTION 2.3 QUALIFICATIONS: QUALIFIED CANDIDATED FOR THE BOARD WILL BE IDENTIFIED BY RELEVANT EXPERIENCE, COMMUNITY COMMITMENT, AND/OR THE NEEDS OF THE HOSPICE. * SECTION 2.7 EXECUTIVE SESSIONS AT MEETINGS: THE BOARD MAY CALL AN EXECUTIVE SESSION IN CONNECTION TO ANY MEETING ADN DETERMINE WHO WILL PARTICIPATE IN THE MEETING ADN DETERMINE WHO WILL BE PRESENT. MINUTES MAY OR MAY NOT BE TAKEN. * SECTION 2.9 NOTICE OF MEETINGS: NOTICE OF MEETINGS OF THE BOARD SHALL BE DELIVERED TO EACH DIRECTOR BY WRITTEN, TELEPHONIC OR ELECTRONIC MEANS. - UNDER ARTICLE V (FORMERLY ARTICLE IV) OFFICERS OF THE BOARD, VARIOUS SECTIONS WERE UPDATED: * SECTION 5.1 OFFICERS WAS UPDATED TO REMOVE THE DIRECTOR OF FINANCE OR CHIEF FINANCE OFFICER FROM THE LIST OF OFFICERS, REMOVE THE ABILITY FOR THE SAME PERSON TO HOLD TWO OR MORE OFFICES, AND MODIFY THE FUNCTION OF THE CEO STATING THEY SHALL FUNCTION AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD AND ALL COMMITTEES OF THE HOSPICE AND SHALL ATTEND ALL MEETINGS, UNLESS EXCUSED. * SECTION 5.5 EXECUTIVE COMMITTEE WAS UPDATED TO INCLUDE THE EXECUTIVE COMMITTEE SHALL HAVE RESPONSIBILITY FOR ANNUALLY REVIEWING THE PERFORMANCE OF THE CEO AS WELL AS THIER COMPENSATION, BENEFITS AND INCENTIVES; WITH THE CHANGES OR ADDITIONS PUT IN WRITING AND VOTED ON BY THE EXECUTIVE COMMITTEE. - ARTICLE IV (FORMERLY ARTICLE V) STANDING COMMITTEES OF THE CORPORATION SECTION 4.1(C) THE DEVELOPMENT COMMITTEE (FORMERLY THE ADVANCEMENT COMMITTEE) WAS UPDATED TO INCLUDE A MORE DETAILED DESCRIPTION OF THE FUNDRAISING GOALS OF THE HOSPICE AND RELATED GOALS TO SUPPORT THE HOSPICE'S MISSION, VISION AND VALUES. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS EMAILED TO THE BOARD'S FINANCE COMMITTEE MEMBERS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. THE FINANCE COMMITTEE REPORTS TO THE FULL BOARD ON THE STATUS OF THE FORM 990'S PREPARATION AND FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES ARE REQUIRED TO SIGN A COMPLIANCE POLICY ANNUALLY. THIS INCLUDES AN ANNUAL REVIEW OF THE COMPLIANCE POLICY, AND SIGNING THE STATEMENT OF UNDERSTANDING OF AND COMPLIANCE WITH HOSPICE OF THE PIEDMONT STANDARDS OF CONDUCT, WHICH SPECIFICALLY INCLUDES A STATEMENT REGARDING CONFLICT OF INTEREST. THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE AT EACH MEETING OF THE BOARD OR SUBCOMMITTEE OF THE BOARD ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD MAKES RECOMMENDATIONS WITH REGARD TO THE CEO'S COMPENSATION BASED ON DISCUSSION WITH HUMAN RESOURCES AND CONSULTANTS SPECIALIZING IN CEO COMPENSATION FOR A HOSPICE OR OTHER HEALTH SERVICES ORGANIZATION. THIS RECOMMENDATION BY THE EXECUTIVE COMMITTEE IS REVIEWED AND APPROVED BY THE BOARD. THE COMPENSATION OF KEY EMPLOYEES IS DETERMINED BY THE CEO IN COLLABORATION WITH THE CHIEF PEOPLE OFFICER AND STUDIES OF LOCAL COMPENSATION FOR COMPARABLE POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 990 AND FORM 1023 ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST SUBJECT TO APPROVAL BY THE CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART XI, LINE 9: | LOSS ON GOVERNMENT OBLIGATION -1,299,949. |
| FORM 990, PART XII, QUESTION 2C | THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS FROM THE PRIOR YEAR. |
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