2023-08-15T21:01:07+00:00 2022-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2022-01-01 391319537 Agrace HospiceCare Inc AGRA 6082764660 5395 E Cheryl Parkway Fitchburg WI 53711 Lynne Sexten President/CEO 2023-08-15 true Lynne Sexten 999009999 Mallory Fairless P01321579 3128997000 2022 2023-04-26 12:10:37Z Lynne Sexten 5395 E Cheryl Parkway Fitchburg WI 53711 94524379 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) 12 11 1096 685 0 0 2631751 3515189 76422049 87814827 76689 36390 2250250 2565917 81380739 93932323 5800000 2800000 0 54974646 61421208 0 1342874 23081913 27656185 83856559 91877393 -2475820 2054930 127559308 120771395 7404438 10765229 120154870 110006166 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 62636962 0 82737425 CLINICAL PATIENT CARE - AGRACE OFFERS THE MOST COMPREHENSIVE END-OF-LIFE 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 2022, 43 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. IN 2022, THE ORGANIZATION PROVIDED APPROXIMATELY $4,201,000 OF COMMUNITY BENEFIT. 2412408 0 1658057 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 2022, Age at Home caregivers served 283 clients and provided more than 44,040 hours of in-home care. 2184338 0 2259985 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. 1878719 2800000 722566 AGRACE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2022, 642 SPECIALLY TRAINED VOLUNTEERS PROVIDED 64,000 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 A at the Doc Rock Cafe at our Madison campus. IN 2022, AGRACE, INC. TRANSFERRED FUNDS TOTALING $2,800,000 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION, INC. 1643693 0 1250 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. To help families of our hospice patients care for them between Agrace's visits, Agrace published a new "Care Tips for Families" web page in 2022. It has dozens of tips that would also be helpful to anyone caring for a person who is seriously ill or has trouble moving around. IN 2022, 211 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 2,860 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. 1245376 0 83516 SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2022, AGRACE PROVIDED GRIEF SERVICES TO 513 INDIVIDUALS - 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 2022, Agrace community grief specialists offered free virtual presentations teaching others how to be more supportive to grieving people. Various sessions were offered, including "Grief 101," which discusses grief, how it shows up in our lives and how to support people who are grieving; "How to Support Grieving Kids," offering ideas for parents and caregivers of grieving children; and "How to Support Grieving Students," for anyone who is working with grieving students/children in a professional setting. 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. 966376 0 375796 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 2022, the Center provided daytime care to 88 clients. 5734164 2800000 1183128 72967872 true true false false 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 181 0 true 1096 true false false false false false false false false false false false false X 12 11 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 Chair 1.0 1.0 X X 0 0 0 Jane Wiedenbeck Treasurer 1.0 1.0 X X 0 0 0 Jonathan Jaffery MD Vice Chair 1.0 1.0 X X 0 0 0 Ken Thompson Secretary 1.0 1.0 X X 0 0 0 Lynne Sexten President / CEO 30.0 10.0 X X 679654 0 59298 Amie Goldman VP, Innovation - Beginning 9/2022; Director - Until 8/2022 1.0 1.0 X 84711 0 0 Dr Pamela Wetzel Director 1.0 1.0 X 0 0 0 Fredric Ransom Director 1.0 1.0 X 0 0 0 Kelly Ritchie Director 1.0 1.0 X 0 0 0 Lou Bernhardt MD Director 1.0 2.0 X 0 0 0 Matthew Richards Director 1.0 1.0 X 0 0 0 Steve Bobeck Director - Until 10/2022 1.0 1.0 X 0 0 0 Steve DiTullio Director 1.0 1.0 X 0 0 0 Tim Size Director 1.0 1.0 X 0 0 0 Jennifer Maurer Chief Financial Officer 30.0 10.0 X 324367 0 26396 Julia Houck VP, Human Resources - Until 06/2022 35.0 5.0 X 180429 0 21452 Jennifer Flugaur VP, Clinical Excellence 40.0 0 X 196023 0 42612 Jennifer Malak VP, Homecare Operations 40.0 0 X 206127 0 15414 Kari Potter VP, Human Resources 40.0 0 X 156327 0 19815 Marcia Whittington Chief Development Officer 10.0 30.0 X 0 318274 39849 Mary Barros VP, Support Services 40.0 0 X 180614 0 6439 Noel Nickel VP, Innovation 40.0 0 X 176665 0 20533 Dr Geoffrey Smith Hospice/Palliative Physician 36.0 0 X 263356 0 32289 Dr Holly Schaefer Hospice/Palliative Physician 32.0 0 X 221012 0 3016 Dr Linda Blust Hospice/Palliative Physician 40.0 0 X 246973 0 27707 Dr Patricia Neuman VP, Medical Services 40.0 0 X 291530 0 39374 Dr Susan Ferguson Hospice/Palliative Physician 40.0 0 X 200702 0 7078 3408491 318274 361270 53 false true false UNIVERSITY OF WI HOSPITALCLINIC 600 HIGHLAND AVE MADISON WI 53792 THERAPIES & IMAGING SERVICES 827059 ST MARY'S HOSPITAL 700 S PARK ST MADISON WI 53715 THERAPIES & LAB SERVICES 219602 UW Medical Foundation 600 Highland Ave Madison WI 53792 Physician Services 202197 Midwest Medical Transport Company LLC 4020 S 147TH STREET OMAHA NE 68137 AMBULANCE SERVICE 173356 Maxim Healthcare Services Holdings LLC 5100 Eastpark Blvd Ste 100 MADISON WI 53718 Nurse staffing services 142832 9 60429 3450465 4295 4295 3515189 Net patient service revenue 621610 82772049 82772049 Food service 623110 725853 722566 3287 Age at Home revenue 621610 1658057 1658057 Home Medical Equipment revenue 532283 2259985 2259985 Adult Day Center revenue 624120 375796 375796 23087 23087 0 0 87814827 43492 43492 0 0 584954 592056 -7102 0 -7102 -7102 Contracted services to affiliates 900099 2538862 2538862 Other revenue 900099 27055 27055 0 0 0 0 2565917 93932323 87838595 0 2578539 2800000 2800000 2807527 930041 1672767 204719 228604 228604 48194009 37507349 9751953 934707 1040248 805216 214265 20767 5547827 4294361 1142713 110753 3602993 2788939 742126 71928 77268 77268 79041 79041 477495 18202 459293 0 581516 91111 490405 1201189 646177 555012 1998087 1350857 647230 3046589 2251707 794882 267917 179710 88207 282389 167143 115246 459603 339688 119915 274115 202596 71519 Room and board expense 5107290 5107290 Medical supplies and equipment 4271475 4271475 Medications and infusion therapies 2817889 2817889 Patient related costs 4662883 4662883 2051439 1735238 316201 0 91877393 72967872 17566647 1342874 4446383 6558146 501766 503273 6422351 7613200 0 0 32760 31760 1130998 1361802 880571 771214 481271 109357 733484 715529 0 0 113810295 103878328 127559308 120771395 6822281 8471061 86099 123710 0 496058 2170458 7404438 10765229 X 103336210 96753980 16818660 13252186 120154870 110006166 127559308 120771395 X 2054930 -149552 141451 0 -12195533 X false true X true false X 2370359 2930086 4749870 2631751 3515189 16197255 63839583 69738775 73905454 76422049 87814827 371720688 0 0 0 66209942 72668861 78655324 79053800 91330016 387917943 2264907 2818052 1640177 1836563 3450465 12010164 0 0 0 0 0 0 2264907 2818052 1640177 1836563 3450465 12010164 375907779 32229 13468 22018 8808 43492 120015 0 32229 13468 22018 8808 43492 120015 0 1852710 1949374 2006710 2250250 2565917 10624961 68094881 74631703 80684052 81312858 93939425 398662919 0.9429 0.9448 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - CONTRACTED SERVICES, COLUMN A - 1804990.0, COLUMN B - 1931644.0, COLUMN C - 1950447.0, COLUMN D - 2187739.0, COLUMN E - 2538862.0, COLUMN F - 10413682.0; DESCRIPTION - OTHER REVENUE, COLUMN A - 47720.0, COLUMN B - 17730.0, COLUMN C - 56263.0, COLUMN D - 62511.0, COLUMN E - 27055.0, COLUMN F - 211279.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16879110 40615 -1358268 0 15561457 16178243 40857 786307 126297 16879110 15643674 152790 385566 3787 16178243 14475910 1260959 -93195 15643674 9187092 5868849 -580031 14475910 0.6566 0.342 0.0014 false true true 880571 771214 109357 109357 Interest in net assets of affiliates 101611387 Due from affiliates 511641 Cash surrender value of life insurance Gravesites 3249 Right of Use - Operating Lease 1752051 103878328 Due to affiliates Security deposits 88000 Insurance Payable 25258 Third Party Settlements 250000 Lease Liability - Operating Lease 1807200 2170458 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 exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state 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, 2021 or 2022. true Agrace HospiceCare Foundation Inc 5395 E Cheryl Pkwy Fitchburg WI 53711 300001703 501(c)(3) 2800000 Intended for Agrace Hospicecare Foundation, Inc.'s risk 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. This grant consists of $2.8 million to Agrace Foundation to increase our Risk Reserve account. Agrace HospiceCare Inc. receives regular reports on the Risk Reserve activities and the investment earnings on the Risk Reserve. Agrace Inc. directly benefits from the earnings of the Risk Reserve and is used as a contingency fund for Agrace Inc. X X X X X false true false false false false false false false Lynne Sexten President / CEO 423650 0 234124 0 21880 0 39200 0 20098 0 738952 0 0 0 Julia Houck VP, Human Resources - Until 06/2022 105225 0 70151 0 5053 0 7299 0 14154 0 201881 0 0 0 Jennifer Maurer Chief Financial Officer 262054 0 60984 0 1328 0 15200 0 11196 0 350763 0 0 0 Mary Barros VP, Support Services 151993 0 7825 0 20796 0 4046 0 2393 0 187053 0 0 0 Jennifer Flugaur VP, Clinical Excellence 171715 0 22667 0 1642 0 11232 0 31380 0 238635 0 0 0 Jennifer Malak VP, Homecare Operations 175305 0 27847 0 2975 0 10518 0 4896 0 221541 0 0 0 Noel Nickel VP, Innovation 147122 0 28875 0 669 0 4442 0 16091 0 197198 0 0 0 Kari Potter VP, Human Resources 145394 0 0 0 10933 0 10000 0 9815 0 176142 0 0 0 Marcia Whittington Chief Development Officer 0 255500 0 60712 0 2062 0 13801 0 26048 0 358123 0 0 Dr Linda Blust Hospice/Palliative Physician 244802 0 0 0 2171 0 8319 0 19388 0 274680 0 0 0 Dr Susan Ferguson Hospice/Palliative Physician 199872 0 0 0 830 0 0 0 7078 0 207780 0 0 0 Dr Patricia Neuman VP, Medical Services 287570 0 0 0 3960 0 8532 0 30842 0 330904 0 0 0 Dr Holly Schaefer Hospice/Palliative Physician 219954 0 0 0 1058 0 1302 0 1714 0 224028 0 0 0 Dr Geoffrey Smith Hospice/Palliative Physician 256460 0 0 0 6897 0 10549 0 21740 0 295645 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Lynne Sexten participated in a 457(f) plan. No distributions were made from the plan during 2022. A contribution in the amount of $27,000 was made to the plan during 2022. Lynne Sexten Officer of the organization 67019 Family member is an employee of the organization false Jennifer Flugaur Key employee of the organization 161585 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 2022: In 2022, 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. SAGECare Platinum Certification Improves Care for LGBT Elders: LGBT elders who use Agrace's services can feel confident knowing Agrace earned SAGECare Platinum Certification in 2022. At least 80 percent of our staff completed SAGE's cultural competence training about the needs of the LGBT community and the health care disparities they face. Agrace pursued this training because we are committed to equity-and to learning how to make each older patient and client feel comfortable while in our care. Giving Agrace a Voice in National Hospice Policy: Agrace president and CEO Lynne Sexten joined the board of directors of the National Hospice and Palliative Care Organization (NHPCO) in January. As one of the largest nonprofit hospices in the country, Agrace needs to have a seat at the table to advocate for the rural, isolated and underserved patients and families who need our care. Lynne will serve on the board for three years, advocating to ensure quality, compassionate hospice care remains available to everyone. Agrace Announces Plans to Become Carbon Neutral by 2025 After years of planning, Agrace launched an initiative to become carbon neutral by 2025. We've planned a series of actions that will help us care for the environment of southern Wisconsin, just as we care for its people. Climate change caused by carbon emissions creates risks to human health. Agrace is choosing to reduce our "carbon footprint" over the next three years through actions such as installing solar panels, purchasing locally generated power from renewable sources, buying energy-efficient equipment, and allowing staff to work remotely when it's practical. Learn more at Agrace.org/Green. Landmark Investment in its Workforce: In November, Agrace announced an initiative to reinvest in those who work hard every day to provide personalized care and support, where and when it's needed, for those living in southern Wisconsin. As one of the area's largest employers, the Madison-based nonprofit health care organization employs a workforce of nearly 900 individuals who care for more than 1,700 Wisconsin residents each day. Most of the agency's personal care, supportive care and hospice care services are provided in people's homes. Agrace's workforce investment includes three main components: * A new $17 per hour minimum pay rate for all employees * A medical coverage premium break for lower wage earners * A year-end gratitude bonus Grand Opening Celebration for Adult Day Center Takes Place: After opening its doors in Summer 2021, Agrace was able to hold a ribbon-cutting event and officially welcome the public to visit the Adult Day Center. The freestanding center offers a balance of activities and companionship for seniors and older adults, weekdays 7:30 a.m. to 5 p.m. from its location in Madison. 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 2022, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $414,900. MOST PATIENTS AND FAMILIES WANT TO RECEIVE CARE AT HOME. Most OF 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 $ 1,878,719 including grants of $ 2,800,000)(Revenue $ 722,566) AGRACE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2022, 642 SPECIALLY TRAINED VOLUNTEERS PROVIDED 64,000 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 A at the Doc Rock Cafe at our Madison campus. IN 2022, AGRACE, INC. TRANSFERRED FUNDS TOTALING $2,800,000 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION, INC. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,643,693 including grants of $ 0)(Revenue $ 1,250) 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. To help families of our hospice patients care for them between Agrace's visits, Agrace published a new "Care Tips for Families" web page in 2022. It has dozens of tips that would also be helpful to anyone caring for a person who is seriously ill or has trouble moving around. IN 2022, 211 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 2,860 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 $ 1,245,376 including grants of $ 0)(Revenue $ 83,516) SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2022, AGRACE PROVIDED GRIEF SERVICES TO 513 INDIVIDUALS - 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 2022, Agrace community grief specialists offered free virtual presentations teaching others how to be more supportive to grieving people. Various sessions were offered, including "Grief 101," which discusses grief, how it shows up in our lives and how to support people who are grieving; "How to Support Grieving Kids," offering ideas for parents and caregivers of grieving children; and "How to Support Grieving Students," for anyone who is working with grieving students/children in a professional setting. 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 $ 966,376 including grants of $ 0)(Revenue $ 375,796) 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 2022, the Center provided daytime care to 88 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 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 2022. 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 2022. 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: 23087, Related or Exempt Function Revenue: 23087, 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 - -12195533; AGRACE PALLIATIVE CARE LLC 5395 E CHERYL PKWY Fitchburg WI 53711 383896153 PALLIATIVE CARE SERVICES WI 456041 140 AGRACE HOSPICECARE INC Age at Home LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 824901018 Personal care services WI 1658057 575 Agrace HospiceCare Inc Agrace HME LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 841820255 Home Medical Equipment WI 2259985 0 Agrace HospiceCare Inc Agrace Adult Day Center LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 853795733 Adult day center WI 375796 2285 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 2800000 Board approved designation Agrace HospiceCare Foundation C 3450465 Reimbursement for actual expenditures Agrace HospiceCare Foundation D 474232 Per intercompany agreement Agrace HospiceCare Holdings K 2929890 Per intercompany agreement Agrace HospiceCare Foundation O 2392314 Wages of employees dedicated to Foundation Agrace HospiceCare Holdings O 195146 Estimate of time and actual salary