2024-09-04T11:04:35+00:00 2023-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2023-01-01 391319537 Agrace HospiceCare Inc AGRA 6082764660 5395 E Cheryl Parkway Fitchburg WI 53711 Lynne Sexten President/CEO 2024-09-04 true Mallory Fairless P01321579 3128997000 2024-09-04 2023 2024-08-08 14:25:15Z Lynne Sexten 5395 E Cheryl Parkway Fitchburg WI 53711 108027807 false X www.agrace.org X 1978 WI Our mission, "Providing personalized care and support, where and when you need it, for life's changing health needs," (continued on Schedule O) 15 14 1113 573 0 0 3515189 3396808 87814827 100540021 36390 143990 2565917 3434957 93932323 107515776 2800000 6050000 0 61421208 69423008 0 1467810 27656185 32071076 91877393 107544084 2054930 -28308 120771395 139445650 10765229 12909541 110006166 126536109 X AGRACE'S MISSION IS Providing personalized care and support, where and when you need it, for life's changing health needs. AGRACE'S VISION IS BUILDING A FUTURE WHERE EVERY PERSON EXPERIENCES extraordinary care and guidance while aging or seriously ill. (CONTINUED IN SCHEDULE O) false false 73528226 0 95493174 CLINICAL PATIENT CARE - AGRACE OFFERS THE MOST COMPREHENSIVE CARE AVAILABLE. PATIENTS AND FAMILIES SERVED BY AGRACE ARE PROVIDED THE EXPERT HELP OF A COMPASSIONATE TEAM OF END-OF-LIFE PROFESSIONALS INCLUDING: NURSES, CERTIFIED NURSING ASSISTANTS, SOCIAL WORKERS, SPIRITUAL & GRIEF COUNSELORS, VOLUNTEERS, PHYSICIANS AND PHARMACISTS. THE HOSPICE CARE TEAM ASSESSES THE UNIQUE NEEDS OF EACH PATIENT AND FAMILY. For hospice patients who have dementia or other memory care needs, the Agrace Hospice Memory Care Suites are a homelike, 12 room secure unit that is specially designed to be comforting and safe. The Suites are located in our Madison area campus in Fitchburg. In 2023, 57 patients were served in the Memory Care Suites. WORKING TOGETHER, AGRACE STAFF, TRAINED VOLUNTEERS, AND THE PATIENT'S PHYSICIAN DELIVER COMPREHENSIVE CARE FOCUSED ON HELPING THE PATIENT AND THEIR FAMILY LIVE LIFE TO THE FULLEST. Agrace also provides Supportive Care, a palliative care services for people who have a serious illness but are not receiving hospice care. IN 2023, THE ORGANIZATION PROVIDED APPROXIMATELY $6,634,000 OF COMMUNITY BENEFIT. 7648331 6050000 919209 AGRACE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2023, 749 SPECIALLY TRAINED VOLUNTEERS PROVIDED 63,750 HOURS OF SERVICE. BECAUSE OF THIS SUPPORT, AGRACE IS ABLE TO DEFER SOME STAFFING COSTS AND CONTINUE TO PROVIDE COMPASSIONATE, EXPERT CARE TO PATIENTS AND FAMILIES. SOME OF THE VOLUNTEER POSITIONS INCLUDE IN-HOME AND RESIDENTIAL PATIENT AND FAMILY VOLUNTEER; GRIEF SERVICES, ADMINISTRATIVE OFFICE WORK, FLOWER ROOM AND KITCHEN VOLUNTEER; VIGIL PROGRAM; AND AGRACE hospitality volunteer. FOOD SERVICE: AGRACE EMPLOYS TALENTED CHEFS TO PROVIDE OUR PATIENTS AND FAMILIES COMFORTING MEALS COOKED WITH LOCALLY GROWN, OFTEN ORGANIC FRESH PRODUCE, MEATS AND HERBS. STAFF DIETITIANS WORK WITH THE KITCHEN STAFF TO PREPARE MEALS THAT PROVIDE SUSTENANCE AND COMFORT TO PATIENTS. SOMETIMES A PATIENT WILL NOT BE ABLE TO DIGEST SOLID FOODS, BUT SMALL MEALS CAN BE PREPARED FOR THEM TO ENJOY THE COMFORTS OF THE SMELLS THAT MEALS PROVIDE. IN ADDITION TO PATIENT AND FAMILY MEALS, AGRACE FOOD SERVICES MAKES nutritious meals and snacks for clients at the Agrace Adult Day Center. FRESH BAKED GOODS, COFFEE AND TEA AVAILABLE FOR PURCHASE BY STAFF, VOLUNTEERS, GUESTS, EDUCATIONAL EVENT ATTENDEES at the Doc Rock Cafe at our Madison campus. IN 2023, AGRACE, INC. TRANSFERRED FUNDS TOTALING $6,050,000 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION, INC. 2214680 0 2212970 Agrace HME, LLC is a disregarded entity that was established in 2019 to provide home medical equipment to Agrace hospice patients. With a fleet of delivery vans and a caring crew of DME technicians, Agrace delivers home medical equipment to our hospice patients. Agrace HME has two equipment warehouses, in Waunakee and Milton, where we use state-of-the-art software and systems to ensure medical equipment is delivered to patients quickly and accurately. 1990499 0 1495196 Agrace Age at Home, LLC is a disregarded entity that was established in 2018 to help Dane County seniors live independently as they age. Services are provided in the client's home to support independence: personal care, housekeeping, cooking, errands, companionship, exercise support, medication reminders and much more. Agrace Age at Home serves both hospice and non-hospice clients. In 2023, Age at Home caregivers served 208 clients and provided more than 35,411 hours of in-home care. 1821669 0 0 COMMUNITY Education - AS THE Community's Nonprofit HOSPICE, AGRACE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO serious illness, DEATH, DYING, CARE GIVING, and GRIEF. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN 2023, 243 NURSING AND MEDICAL STUDENTS, RESIDENTS AND FELLOWS, PHARMACY STUDENTS AND STUDENTS FROM OTHER HEALTH CARE PROFESSIONS PARTICIPATED IN ROTATIONS AT AGRACE. SINCE THE INITIATION OF THE AGRACE ROTATION PROGRAM IN 1995, APPROXIMATELY 3,103 STUDENTS, INTERNS, RESIDENTS, FELLOWS AND WORKING HEALTH CARE PROFESSIONALS FROM INSTITUTIONS OF HIGHER LEARNING HAVE COMPLETED AN EDUCATIONAL EXPERIENCE AT AGRACE. AGRACE RECEIVES NO REIMBURSEMENT FOR THESE ROTATIONS WITH THE EXCEPTION OF AN ANNUAL STIPEND FROM THE UW-MADISON SCHOOL OF PHARMACY. 1417462 0 18000 SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2023, AGRACE PROVIDED GRIEF SERVICES TO 498 community members - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE PROVIDES GRIEF SERVICES THROUGH GRIEF SUPPORT GROUPS, HOLIDAY REMEMBRANCE PROGRAMS, AND THE COMMUNITY TRAUMATIC DEATH RESPONSE TEAM. THESE PROGRAMS ARE OFFERED FOR A NOMINAL FEE, AND GRIEF SUPPORT GROUPS ARE OPEN TO ANYONE IN THE COMMUNITY EXPERIENCING GRIEF DUE TO A DEATH, NOT JUST TO PATIENTS AND FAMILIES SERVED BY AGRACE. In 2023, Agrace's Community Grief Team also provided 30 educational presentations to 353 people. Audiences included university students, faith leaders, alcohol/drug treatment participants, senior center attendees, area therapists, community organizations and community members. BUTTERFLY AND BRICK MEMORIALS ARE AVAILABLE FOR INDIVIDUALS TO MEMORIALIZE OR HONOR THE LIFE OF A LOVED ONE. ALTHOUGH PROVIDING GRIEF SUPPORT IS REQUIRED BY STATE AND FEDERAL REGULATIONS, GRIEF SUPPORT SERVICES ARE NOT COVERED BY INSURANCE, MEDICARE, OR MEDICAID REIMBURSEMENT. AGRACE PROVIDES THESE SERVICES BECAUSE THE ORGANIZATION BELIEVES THEY ARE CRITICAL TO HELPING FAMILIES RETURN TO FUNCTIONAL LIVING AFTER THEIR LOSS. 1091934 0 492904 Agrace Adult Day Center, LLC is a disregarded entity that was established in 2020. In July 2021, Agrace opened its doors to a freestanding Adult Day Center located at 1702 W. Beltline Highway, Madison. The Center is a safe, supportive place for older adults who need companionship and help with daily activities. As clients enroll at the Center, they have a functional assessment to help our staff understand their needs and interests so what they like can be woven into their daily activities. In 2023, the Center provided daytime care to 115 clients. 6321564 2006100 89712801 true true false true false false false false true true false false true true true false true false false false false false false false false false true false true false false false false false false true false false false false false true true true true false false true 150 0 true 1113 true false false false false false false false false false false false false X 15 14 true false false false false false false true true false false true true true true true true true true false WI X Jennifer Maurer 6082764660 5395 EAST CHERYL PARKWAY Fitchburg WI 53711 Christopher Queram Past Chair - Beginning 4/2023; Chair - Until 3/2023 1.0 1.0 X X 0 0 0 Jane Wiedenbeck Vice Chair - Beginning 4/2023; Treasurer - Until 3/2023 1.0 1.0 X X 0 0 0 Jonathan Jaffrey MD Vice Chair - Until 3/2023 / Director 1.0 1.0 X X 0 0 0 Kelly Ritchie Treasurer - Beginning 4/2023 1.0 1.0 X X 0 0 0 Ken Thompson Chair - Beginning 4/2023; Secretary - Until 3/2023 1.0 1.0 X X 0 0 0 Lynne Sexten President & CEO 30.0 10.0 X X 781840 0 54538 Matthew Richards Secretary - Beginning 4/2023 1.0 1.0 X X 0 0 0 Carey Gehl Director - Beginning 4/2023 1.0 1.0 X 0 0 0 Dr Pamela Wetzel Director 1.0 1.0 X 0 0 0 Fredric Ransom Director - Until 4/2023 1.0 1.0 X 0 0 0 Lisa Olson Director - Beginning 4/2023 1.0 1.0 X 0 0 0 Lou Bernhardt MD Director 1.0 2.0 X 0 0 0 Mary Bonte Spath Director 1.0 2.0 X 0 0 0 Steve DiTullio Director 1.0 1.0 X 0 0 0 Susan Collins Director - Beginning 4/2023 1.0 1.0 X 0 0 0 Tim Size Director 1.0 1.0 X 0 0 0 Jennifer Maurer Executive VP and Chief Financial Officer 30.0 10.0 X 381402 0 40671 Amie Goldman Chief Growth Officer 40.0 0 X 309207 0 32270 Jennifer Flugaur Chief Quality Officer 40.0 0 X 233193 0 46146 Jennifer Malak VP, Customer Access 40.0 0 X 227577 0 23906 Kari Potter VP, Human Resources 40.0 0 X 261736 0 35197 Mary Barros VP, Senior Services 40.0 0 X 191693 0 14530 Dr Geoffrey Smith Hospice/Palliative Physician 36.0 0 X 262573 0 33703 Dr Holly Schaefer Hospice/Palliative Physician 32.0 0 X 229653 0 2780 Dr Linda Blust Hospice/Palliative Physician 40.0 0 X 240991 0 29656 Dr Marilyn Sincaban Hospice Eligibility Physician 40.0 0 X 241103 0 32789 Dr Patricia Neuman VP, Medical Services 40.0 0 X 334192 0 33027 3695158 0 379214 58 false true false UNIVERSITY OF WI HOSPITALCLINIC 600 HIGHLAND AVE MADISON WI 53792 THERAPIES & IMAGING SERVICES 544024 Amergis Healthcare Staffing Inc 7223 Lee Deforest Drive Columbia MD 21046 Nurse staffing services 381626 ST MARY'S HOSPITAL 700 S PARK ST MADISON WI 53715 THERAPIES & LAB SERVICES 300250 UW Medical Foundation 600 Highland Ave Madison WI 53792 Physician Services 218291 Midwest Medical Transport Company LLC 4020 S 147TH STREET OMAHA NE 68137 AMBULANCE SERVICE 159887 13 65604 3331204 0 0 3396808 Net patient service revenue 621610 95400921 95400921 Food service 623110 920030 919209 821 Age at Home revenue 621610 1495196 1495196 Home Medical Equipment revenue 532283 2212970 2212970 Adult Day Center revenue 624120 492904 492904 18000 18000 0 0 100540021 171650 171650 0 0 484371 512031 -27660 0 -27660 -27660 Contracted services to affiliates 900099 2542704 2542704 Other revenue 900099 92253 92253 Life Insurance 900099 800000 800000 0 0 0 0 3434957 107515776 100631453 0 3487515 6050000 6050000 2701850 786833 1888901 26116 234583 234583 53410852 43888170 8362799 1159883 1342684 1096775 214850 31059 7774364 6361256 1246125 166983 3958675 3240178 634728 83769 173742 173742 63091 63091 24 24 669387 13423 655964 0 529104 156743 372361 1156327 778347 377980 2364537 1546001 818536 3220395 2532153 688242 225561 132732 92829 290734 156915 133819 117007 92001 25006 295369 232245 63124 Room and board expense 7838276 7838276 Medical supplies and equipment 4530862 4530862 Medications and infusion therapies 3459795 3459795 Patient related costs 5265207 5265207 1871658 1554889 316769 0 107544084 89712801 16363473 1467810 6558146 6583248 503273 518245 7613200 8872565 0 0 0 0 31760 31760 1361802 2021149 1152384 834120 109357 318264 715529 827679 0 0 103878328 120272740 120771395 139445650 8471061 10143751 123710 292790 0 0 2170458 2473000 10765229 12909541 X 96753980 110574345 13252186 15961764 110006166 126536109 120771395 139445650 X -28308 133452 74323 16350476 X false true X true false X 2930086 4749870 2631751 3515189 3396808 17223704 69738775 73905454 76422049 87814827 100540021 408421126 0 0 0 72668861 78655324 79053800 91330016 103936829 425644830 2818052 1640177 1836563 3450465 3331204 13076461 0 0 0 0 0 0 2818052 1640177 1836563 3450465 3331204 13076461 412568369 13468 22018 8808 43492 171650 259436 0 13468 22018 8808 43492 171650 259436 0 1949374 2006710 2250250 2565917 3434957 12207208 74631703 80684052 81312858 93939425 107543436 438111474 0.9417 0.9429 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - CONTRACTED SERVICES, COLUMN A - 1931644.0, COLUMN B - 1950447.0, COLUMN C - 2187739.0, COLUMN D - 2538862.0, COLUMN E - 2542704.0, COLUMN F - 11151396.0; DESCRIPTION - OTHER REVENUE, COLUMN A - 17730.0, COLUMN B - 56263.0, COLUMN C - 62511.0, COLUMN D - 27055.0, COLUMN E - 92253.0, COLUMN F - 255812.0; DESCRIPTION - LIFE INSURANCE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 800000.0, COLUMN F - 800000.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 706 706 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Per IRS definitions, 2.18% of NHPCO provider dues are classified as expenses used for lobbying purposes. 15561457 56027 438654 58005 15998133 16879110 40615 -1358268 0 15561457 16178243 40857 786307 126297 16879110 15643674 152790 385566 3787 16178243 14475910 1260959 -93195 15643674 0.6387 0.3326 0.0287 false true true 1152384 834120 318264 318264 Interest in net assets of affiliates Due from affiliates Gravesites Right of Use - Operating Lease Interest in net assets of affiliates 117961863 Due from affiliates 606515 Gravesites 1950 Right of Use - Operating Lease 1702412 120272740 Due to affiliates Security deposits Insurance Payable Third Party Settlements Lease Liability - Operating Lease Due to affiliates Security deposits 88000 Insurance Payable 421211 Third Party Settlements 218771 Lease Liability - Operating Lease 1745018 2473000 X Schedule D, Part V, Line 4 Intended uses of endowment funds Agrace Hospicecare Foundation, a related tax-exempt entity, holds endowments for the purpose of providing support to Agrace HospiceCare, Inc. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The organization is included in the consolidated audited financial statements of Agrace HospiceCare, Inc., a related organization. Agrace HospiceCare Inc.'s Fin 48 (ASC740) Footnote for the year ended December 31, 2023 reads as follows: The Organization is exempt from income taxes on income from related activities under Section 501(c (3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made income taxes. Additionally, the Organization has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Organization's Forms 990 have not been subject to examination by the Internal Revenue Service or the state of Wisconsin for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at December 31, 2023 and 2022. true Agrace Hospicecare Foundation Inc 5395 E Cheryl Pkwy Fitchburg WI 53711 300001703 501 (c) (3) 6050000 Intended for Agrace Hospicecare Foundation, Inc.'s reserve account to be used as a contingency for future operations. 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE GRANT OF $6.05 MILLION WAS MADE TO AGRACE FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION AND SUPPORTING ORGANIZATION OF AGRACE HOSPICECARE INC, TO INCREASE THE RISK RESERVE ACCOUNT. OVERSIGHT OF THE USE OF THE GRANT FUNDS IS MONITORED BY THE AGRACE INVESTMENT COMMITTEE THROUGH REGULAR REPORTS ON THE RESERVE ACTIVIES AND THE INVESTMENT EARNINGS. AGRACE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF AGRACE HOSPICECARE INC; THEREFORE, AGRACE HOSPICECARE INC DIRECTLY BENEFITS FROM THE EARNINGS OF THE RISK RESERVE. X X X X X false true false false false false false false false Lynne Sexten President & CEO 418287 0 266908 0 96645 0 40200 0 14338 0 836378 0 42950 0 Jennifer Maurer Executive VP and Chief Financial Officer 290497 0 84390 0 6515 0 18200 0 22471 0 422072 0 0 0 Mary Barros VP, Senior Services 155522 0 13302 0 22869 0 12381 0 2149 0 206223 0 0 0 Jennifer Flugaur Chief Quality Officer 185636 0 47143 0 414 0 13321 0 32825 0 279339 0 0 0 Amie Goldman Chief Growth Officer 248086 0 37250 0 23870 0 13468 0 18802 0 341477 0 0 0 Jennifer Malak VP, Customer Access 187101 0 32528 0 7948 0 14221 0 9685 0 251483 0 0 0 Kari Potter VP, Human Resources 213691 0 24351 0 23694 0 16092 0 19105 0 296933 0 0 0 Dr Linda Blust Hospice/Palliative Physician 239146 0 0 0 1845 0 9538 0 20118 0 270647 0 0 0 Dr Patricia Neuman VP, Medical Services 298129 0 31800 0 4263 0 9397 0 23630 0 367219 0 0 0 Dr Holly Schaefer Hospice/Palliative Physician 228529 0 0 0 1125 0 1341 0 1439 0 232434 0 0 0 Dr Marilyn Sincaban Hospice Eligibility Physician 237549 0 0 0 3554 0 0 0 32789 0 273892 0 0 0 Dr Geoffrey Smith Hospice/Palliative Physician 255378 0 0 0 7195 0 10544 0 23159 0 296275 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Lynne Sexten participated in a 457(f) plan. A distribution of $42,950 was made from the plan during 2023. A contribution in the amount of $27,000 was made to the plan during 2023. Lynne Sexten Officer of the organization 62743 Family member is an employee of the organization false Jennifer Flugaur Key employee of the organization 171840 Family member is an employee of the organization false Form 990, Part I, Line 1 BRIEF MISSION lives in the comprehensive, compassionate care we provide to patients and families while aging or seriously ill. SIGNIFICANT MISSION-RELATED ACTIVITY TOOK PLACE IN 2023: In 2023, Agrace served a total of 5,390 individual patients and clients through its Hospice Care, Supportive Care, Age at Home and Adult Day Center programs. Agrace Earns No. 1 Large Employer Award: In February, Agrace earned a 2023 Top Workplaces USA award, issued by Energage. Agrace was named #79 of the top 100 companies in the country among those with an employee base of 500 to 999 workers. Energage results are calculated by comparing the survey's research-based statements, including 15 Culture Drivers that are proven to predict high performance, against industry benchmarks. In March, Agrace was also named the #1 Top Workplace among large companies in Madison by the Wisconsin State Journal. Winners of the Top Workplaces list are chosen solely on feedback from an employee survey. Agrace Earns Palliative/Hospice Heart Failure Certification from the American Heart Association: In November, Agrace earned Palliative/Hospice Heart Failure certification from the American Heart Association, the world's leading nonprofit organization focused on heart and brain health for all. The honor recognizes that Agrace's hospice and supportive care patients who have heart failure are receiving high-quality care, and that our clinicians are following current standards aligned with American Heart Association guidelines. We are one of six organizations nationwide to receive this certification, and the only one in Wisconsin. Care for All Dollars Can Help More Agrace Patients and Clients: A very welcome expansion was approved for Agrace's Care for All charitable care program. In addition to assisting patients who need hospice care or supportive (palliative) care, this program can now help clients pay for the Agrace Adult Day Center and Agrace Age at Home. Care for All is a donor-supported program that helps Agrace patients and clients pay for their care if they can show financial need and have no other options. Dodgeville Office Expands: With more than a decade of experience caring for people in southwest Wisconsin who are in the final months of life, Agrace celebrated the expansion of its Dodgeville office location in May. This office is the home base for staff serving hospice patients in Grant, Iowa Lafayette, Crawford and Richland counties. Agrace Celebrates 45 Years: Agrace has been caring for communities in southern Wisconsin since 1978. In 45 years as a nonprofit health care organization, Agrace has grown and evolved beyond our hospice roots: We help people with life-limiting illnesses feel and cope better, provide in-home support to people who want to stay independent at home as they age, and provide resources like the Adult Day Center to support caregivers and seniors who are living with memory loss or dementia. Form 990, Part III, Line 1 ORGANIZATION'S MISSION AGRACE HOSPICECARE PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE ORGANIZATION'S CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. SUCH PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AT THE TIME THEY ENROLL IN THE PROGRAM OR SUBSEQUENT CHANGES TO THEIR FINANCIAL CIRCUMSTANCES. BECAUSE THE ORGANIZATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE. AGRACE HOSPICECARE'S MISSION, "Providing personalized care and support, where and when you need it, for life's changing health needs ," IS FULFILLED BY THE COMPREHENSIVE, COMPASSIONATE CARE WE PROVIDE TO PATIENTS AND FAMILIES FACED WITH LIFE-LIMITING ILLNESS, HELPING THEM TO LIVE AS FULLY AS THEY CAN UNTIL THE END OF LIFE. IN 2023, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $555,942. MOST PATIENTS AND FAMILIES WANT TO RECEIVE CARE AT HOME. Most F AGRACE SERVICES ARE DELIVERED IN PATIENTS' HOMES OR IN HOMELIKE SETTINGS SUCH AS COMMUNITY-BASED RESIDENTIAL FACILITIES, ASSISTED LIVING FACILITIES AND NURSING HOMES. AGRACE ALSO MAKES HOSPICE SERVICES AVAILABLE TO PATIENTS IN HOSPITAL SETTINGS. AGRACE PROVIDES ALL LEVELS OF CARE TO OUR PATIENTS AND MAINTAINS TWO INPATIENT UNITS FOR ACUTE, RESIDENTIAL AND RESPITE CARE, as well as hospice memory care. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,990,499 including grants of $ 0)(Revenue $ 1,495,196) Agrace Age at Home, LLC is a disregarded entity that was established in 2018 to help Dane County seniors live independently as they age. Services are provided in the client's home to support independence: personal care, housekeeping, cooking, errands, companionship, exercise support, medication reminders and much more. Agrace Age at Home serves both hospice and non-hospice clients. In 2023, Age at Home caregivers served 208 clients and provided more than 35,411 hours of in-home care. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,821,669 including grants of $ 0)(Revenue $ 0) COMMUNITY Education - AS THE Community's Nonprofit HOSPICE, AGRACE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO serious illness, DEATH, DYING, CARE GIVING, and GRIEF. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN 2023, 243 NURSING AND MEDICAL STUDENTS, RESIDENTS AND FELLOWS, PHARMACY STUDENTS AND STUDENTS FROM OTHER HEALTH CARE PROFESSIONS PARTICIPATED IN ROTATIONS AT AGRACE. SINCE THE INITIATION OF THE AGRACE ROTATION PROGRAM IN 1995, APPROXIMATELY 3,103 STUDENTS, INTERNS, RESIDENTS, FELLOWS AND WORKING HEALTH CARE PROFESSIONALS FROM INSTITUTIONS OF HIGHER LEARNING HAVE COMPLETED AN EDUCATIONAL EXPERIENCE AT AGRACE. AGRACE RECEIVES NO REIMBURSEMENT FOR THESE ROTATIONS WITH THE EXCEPTION OF AN ANNUAL STIPEND FROM THE UW-MADISON SCHOOL OF PHARMACY. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,417,462 including grants of $ 0)(Revenue $ 18,000) SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2023, AGRACE PROVIDED GRIEF SERVICES TO 498 community members - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE PROVIDES GRIEF SERVICES THROUGH GRIEF SUPPORT GROUPS, HOLIDAY REMEMBRANCE PROGRAMS, AND THE COMMUNITY TRAUMATIC DEATH RESPONSE TEAM. THESE PROGRAMS ARE OFFERED FOR A NOMINAL FEE, AND GRIEF SUPPORT GROUPS ARE OPEN TO ANYONE IN THE COMMUNITY EXPERIENCING GRIEF DUE TO A DEATH, NOT JUST TO PATIENTS AND FAMILIES SERVED BY AGRACE. In 2023, Agrace's Community Grief Team also provided 30 educational presentations to 353 people. Audiences included university students, faith leaders, alcohol/drug treatment participants, senior center attendees, area therapists, community organizations and community members. BUTTERFLY AND BRICK MEMORIALS ARE AVAILABLE FOR INDIVIDUALS TO MEMORIALIZE OR HONOR THE LIFE OF A LOVED ONE. ALTHOUGH PROVIDING GRIEF SUPPORT IS REQUIRED BY STATE AND FEDERAL REGULATIONS, GRIEF SUPPORT SERVICES ARE NOT COVERED BY INSURANCE, MEDICARE, OR MEDICAID REIMBURSEMENT. AGRACE PROVIDES THESE SERVICES BECAUSE THE ORGANIZATION BELIEVES THEY ARE CRITICAL TO HELPING FAMILIES RETURN TO FUNCTIONAL LIVING AFTER THEIR LOSS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,091,934 including grants of $ 0)(Revenue $ 492,904) Agrace Adult Day Center, LLC is a disregarded entity that was established in 2020. In July 2021, Agrace opened its doors to a freestanding Adult Day Center located at 1702 W. Beltline Highway, Madison. The Center is a safe, supportive place for older adults who need companionship and help with daily activities. As clients enroll at the Center, they have a functional assessment to help our staff understand their needs and interests so what they like can be woven into their daily activities. In 2023, the Center provided daytime care to 115 clients. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee is composed of 5 members of the board. The committee has the authority to review and establish the CEO contract, executive level compensation and supplemental retirement plans, assess board and officer composition, recruitment and performance, and update board policies and procedures. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Carey Gehl, Frederic Ransom & Jonathan Jaffery - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body The Controller and CFO performed a detailed review of Form 990 and the related schedules prior to filing the return. This included verification of all amounts for accuracy and completeness. The form and schedules were also reviewed for content, presentation and reasonableness. The entire Form 990 is made available to the entire executive leadership team and an entity specific highlights summary is provided. The entire Form 990 is provided to the entire Board of Directors prior to filing and is accompanied by a 990 highlight summary. The audit committee reviewed the Form 990 and related schedules for reasonableness. The Controller prepared a detailed summary of the Form 990 that was presented to the board of directors by Management. Form 990, Part VI, Line 12c Conflict of interest policy Directors, officers, community committee members, and key employees (interested persons) are required to annually review the organization's Standards of Conduct, including the conflict-of-interest policy/statement. Interested persons are required to disclose potential or actual conflicts with the organization in writing via the annual questionnaire distributed electronically to each interested person. When a disclosure arises, the person shall promptly make disclosure of the interest to the governing board or committee. After disclosure and discussion, the interested person shall leave the governing board or committee meeting while the determination of a conflict of interest is further discussed and voted upon by the remaining disinterested governing board or committee members. Once an actual conflict of interest exists with respect to a particular contract, transaction, or arrangement the disinterested members of the board exercise due diligence to determine whether said contract, transaction or arrangement is reasonable. The conflict-of-interest questionnaires are reviewed by the Controller and Governance Manager. The Controller and Governance Manager determine whether a potential conflict exists based on the completed questionnaires submitted by each interested person. The result of that determination is reviewed with the CFO and CEO and approved by the Agrace Board. Form 990, Part VI, Line 15a Process to establish compensation of top management official Each year the organization gathers market data for determining compensation of the chief executive officer. This includes benchmarks of national, regional, and local compensation that are provided from independent compensation surveys. The VP, Human Resources presents this information to the executive committee of the board, along with pertinent 990 compensation reporting by similar sized non-profit hospices. Based on this information, the executive committee sets and approves the compensation package for the chief executive officer for the year and contemporaneously documents their approval in writing. THIS PROCESS WAS LAST UNDERTAKEN FEBRUARY 2023. Form 990, Part VI, Line 15b Process to establish compensation of other employees Every other year the organization gathers market data for compensation of the executive leadership team. This data includes benchmarks of national, regional, and local compensation that are provided from independent compensation surveys. Executive leadership pay is adjusted based on: 1) years of experience; 2) performance; and 3) market data for the 65th percentile of total compensation for the position. The VP, Human Resources presents the market data information to the executive committee of the board. Based on this information, the executive committee of the board approves the compensation package for the executive leadership team and documents their approval in writing. THIS PROCESS WAS LAST UNDERTAKEN FEBRUARY 2023. Form 990, Part VI, Line 19 Required documents available to the public These documents may be made available to the public upon receipt of a written request. Form 990, Part VIII, Line 2f Other Program Service Revenue Community Bereavement Revenue - Total Revenue: 18000, Related or Exempt Function Revenue: 18000, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN INTEREST IN NET ASSETS OF AFFILIATES - 16350476; AGRACE PALLIATIVE CARE LLC 5395 E CHERYL PKWY Fitchburg WI 53711 383896153 PALLIATIVE CARE SERVICES WI 465740 0 AGRACE HOSPICECARE INC Age at Home LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 824901018 Personal care services WI 1495196 0 Agrace HospiceCare Inc Agrace HME LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 841820255 Home Medical Equipment WI 2212970 0 Agrace HospiceCare Inc Agrace Adult Day Center LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 853795733 Adult day center WI 492904 0 Agrace HospiceCare Inc AGRACE HOSPICECARE FOUNDATION INC 5395 E CHERYL PKWY Fitchburg WI 53711 300001703 FUNDRAISING WI 501(c)(3) Type I AHCI true AGRACE HOSPICECARE HOLDINGS INC 5395 E CHERYL PKWY Fitchburg WI 53711 300001715 PROPERTY HOLDING WI 501(c)(3) Type I AHCI true false true true true true false false false false false true true true true true true true false false Agrace HospiceCare Foundation B 6050000 Board approved designation Agrace HospiceCare Foundation C 3331204 Reimbursement for actual expenditures Agrace HospiceCare Foundation D 575828 Per intercompany agreement Agrace HospiceCare Holdings K 2805013 Per intercompany agreement Agrace HospiceCare Foundation O 2350954 Wages of employees dedicated to Foundation Agrace HospiceCare Holdings O 191751 Estimate of time and actual salary