2023-11-08T15:29:27-06:00 2022-12-31 FORVIS LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2022-01-01 840748577 TRU COMMUNITY CARE % THE ORGANIZATION TRUC 3036045241 2594 TRAILRIDGE DRIVE EAST LAFAYETTE CO 80026 SCOTT GRESSER PRESIDENT AND CEO 3034497740 2023-11-07 true SCOTT GRESSER 999009999 Adam R Smith CPA P00958966 7194714290 2023-11-07 2 2022 2023-04-26 12:10:37Z SCOTT R GRESSER 2594 TRAILRIDGE DRIVE EAST LAFAYETTE CO 80026 75477865 false X WWW.TRUCARE.ORG X 1977 CO TRU COMMUNITY CARE AFFIRMS LIFE AT EVERY STEP OF YOUR JOURNEY WITH ILLNESS AND LOSS. 18 17 427 309 0 3683811 1624426 44684488 50778272 1164749 -245621 388346 729256 49921394 52886333 0 0 0 0 20283597 25530780 0 0 304775 24969554 28446341 45253151 53977121 4668243 -1090788 39055482 38247942 15586011 17389063 23469471 20858879 X WE ARE LEADING A HEALTHCARE TRANSFORMATION BY ENGAGING WITH OUR COMMUNITIES AND OFFERING INNOVATIVE, MEANINGFUL CARE FOR THOSE LIVING WITH ILLNESS AND LOSS. false false 16966601 20883788 HOSPICE CARE:PROVIDES FAMILY-CENTERED, COMPASSIONATE END-OF-LIFE CARE, INCLUDING PAIN MANAGEMENT AND SYMPTOM CONTROL, TO THOSE IN NEED OF PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING. GRIEF COUNSELING:PROVIDES FAMILY GRIEF COUNSELING AND SUPPORT FOR AT LEAST ONE YEAR FOLLOWING DEATH, AND ONGOING BEREAVEMENT SUPPORT GROUPS FOR THE ENTIRE COMMUNITY. 1107312 851626 HOME HEALTH:PROVIDES PALLIATIVE CARE TO HOMEBOUND, TERMINALLY ILL INDIVIDUALS WHO ARE PURSUING CURATIVE, LIFE-PROLONGING TREATMENTS. 28097636 27596900 TRU PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) IS AN INNOVATIVE, FULLY INTEGRATED CARE MODEL THAT ENABLES FRAIL ELDERS 55 YEARS AND OLDER TO LIVE AS INDEPENDENTLY AS POSSIBLE IN THEIR HOME AND COMMUNITY. TRU PACE COORDINATES AND DELIVERS ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG TERM CARE SERVICES SO THAT OLDER INDIVIDUALS WHO ARE OTHERWISE ELIGIBLE FOR NURSING HOME CARE ARE ABLE TO CONTINUE LIVING SAFELY IN THE COMMUNITY. PACE PROGRAMS RECEIVE CAPITATED PAYMENTS THROUGH MEDICARE AND MEDICAID, ASSUMING FULL RISK TO COVER ALL NEEDED MEDICAL, SOCIAL, PHYSICAL, AND EMOTIONAL CARE FOR EVERY PACE PARTICIPANT. TRU PACE HAS A COMPREHENSIVE NETWORK OF CARE PROVIDERS TO ENSURE SEAMLESS AND COST-EFFECTIVE SERVICE DELIVERY FOR THE UNIQUE NEEDS OF EACH FRAIL ELDER AND THEIR FAMILY CAREGIVERS. THE TRU PACE INTERDISCIPLINARY TEAM DELIVERS SERVICES BASED OUT OF THE TRU PACE CENTER IN LAFAYETTE, WHICH INCLUDES A DAY CENTER, REHABILITATION GYM, AND FULL-SERVICE MEDICAL CLINIC. CARE PLANS ARE CUSTOMIZED TO THE UNIQUE NEEDS OF EVERY TRU PACE PARTICIPANT. 459866 109737 GRIEF COUNSELING 2210143 1515368 ASSISTED LIVING 2670009 1625105 48841558 true true false true false false false false false true true false false false false false false true false false false false false false true false false false false true false false false false false false false false true false false false true true true false false false true 287 0 427 true false false false false true true false false false false false false false X 18 17 false false false false false false false true true false false true true true true true true true true false X THE ORGANIZATION 3036045241 2594 TRAILRIDGE DRIVE EAST LAFAYETTE CO 80026 X SCOTT GRESSER PRESIDENT AND CEO 40.0 1.0 X X 337159 0 15826 DAVID WENSEL MD CHIEF MEDICAL OFFICER 40.0 0.0 X 303366 0 23773 MICHAEL MCHALE PRESIDENT & CEO - THRU 4/2022 40.0 1.0 X X 264175 0 7073 MARC GRUSHAN MEDICAL DIRECTOR, PACE 40.0 0.0 X 245638 0 16469 JAMES WOODARD CHIEF OPERATING/NURSING OFFICE 40.0 0.0 X 233420 0 9401 JOHN SHULER PHYSICIAN 40.0 0.0 X 221541 0 4615 SAMANTHA BLACK EXECUTIVE DIRECTOR, PACE 40.0 0.0 X 214166 0 9103 CHAD HARTMANN DIRECTOR OF ACCESS PALLIATIVE 40.0 0.0 X 182943 0 6658 AUDRA ROHN DIRECTOR, FINANCIAL REPORTING 40.0 0.0 X 131346 0 20321 RAEGAN GYORFFY DIRECTOR OF CLINICAL SERVICES 40.0 0.0 X 123280 0 20159 JERRY DURST CFO (BEG 12/22) 40.0 0.0 X 6615 0 0 HILARY WALLACE DIRECTOR 1.0 0.0 X 0 0 0 PORTER STOREY DIRECTOR 1.0 0.0 X 0 0 0 DAVID MARUSIAK PAST CHAIR 1.0 0.0 X 0 0 0 DEBORAH KELLY TREASURER 1.0 1.0 X X 0 0 0 ANDE BERNTHAL VICE CHAIR 1.0 1.0 X X 0 0 0 JILL STRAVOLEMOS DIRECTOR 1.0 0.0 X 0 0 0 MIKE LAMMERS CHAIR 1.0 1.0 X X 0 0 0 KYLE BROWN SECRETARY 1.0 1.0 X X 0 0 0 CLAIRE RILEY DIRECTOR 1.0 0.0 X 0 0 0 DAVID THROWER DIRECTOR 1.0 0.0 X 0 0 0 TIMOTHY JOHNSON DIRECTOR 1.0 0.0 X 0 0 0 TERESA COLE DIRECTOR 1.0 0.0 X 0 0 0 CONSTANCE HOLDEN DIRECTOR 1.0 0.0 X 0 0 0 DR TONY PEARSON DIRECTOR 1.0 0.0 X 0 0 0 CHAD KOHLMEYER DIRECTOR 1.0 0.0 X 0 0 0 JIM TOPPING DIRECTOR 1.0 0.0 X 0 0 0 KITTY DEKIEFFER DIRECTOR 1.0 0.0 X 0 0 0 2263649 0 133398 32 false true false LONGMONT UNITED HOSPITAL 1950 Mountain View Ave LONGMONT CO 80501 HOSPITAL SERVICES 740243 BOULDER COMMUNITY HEALTH PO BOX 731434 DALLAS TX 753731434 HOSPITAL SERVICES 746352 GRISWOLD HOME CARE 9769 West 119th Dr Suite 30 BROOMFIELD CO 80021 In Home Services 1832945 CAREKINESIS INC 228 Strawbridge Dr Suite 100 MOORESTOWN NJ 08057 PHARMACY 2521904 BOULDER CANYON HEALTH AND REHAB 4685 EAST BASELINE ROAD BOULDER CO 80303 ASSISTED LIVING 1078927 38 122127 637309 37725 827265 1079153 1624426 PATIENT SERVICE REVENUE 621610 49263204 49263204 ASSISTED LIVING REVENUE 623312 1515068 1515068 50778272 275647 275647 0 0 0 0 0 21506231 22027499 -521268 -521268 -521268 9113 122127 20001 -10888 -10888 0 0 0 1105247 544032 560996 560996 VENDOR DISCOUNTS 900099 4411 4411 MISCELLANEOUS REVENUE 900099 174737 174737 0 179148 52886333 50957420 0 304487 0 0 0 0 1417462 793229 624233 0 20692611 19368918 1111621 212072 284161 256346 25234 2581 1552577 1351723 187552 13302 1583969 1455003 114359 14607 0 131830 38404 93426 69300 20188 49112 3530 3530 0 37921 37921 4351845 4049467 284334 18044 569732 337737 231995 592467 471150 108357 12960 1474344 1019431 432102 22811 0 694922 435303 259619 387295 375433 11170 692 0 180692 161022 19670 84028 24479 59549 0 795575 643299 152276 429760 355980 73780 PATIENT SUPPLIES & SERVICES 14099338 14099338 VOLUNTEER EXPENSE 9790 9790 DUES & PUBLICATIONS 130783 80715 49185 883 REPAIRS AND MAINTENANCE 3927869 3090597 837272 475320 404006 64491 6823 53977121 48841558 4830788 304775 3393964 683592 49712 2276804 9397 22398 3600265 3565540 0 0 0 0 0 0 67993 92932 235653 650679 18849680 5277659 13550562 13572021 16833194 15039990 61026 42867 0 0 1236667 1096667 17049 1204452 39055482 38247942 7129267 8285373 0 0 0 0 0 0 0 0 0 0 8455791 9103690 0 0 953 0 15586011 17389063 X 23104776 20512343 364695 346536 23469471 20858879 39055482 38247942 X -1090788 -1501645 -18159 X false true X true false X 2085825 1942594 881629 3683811 1624426 10218285 0 0 2085825 1942594 881629 3683811 1624426 10218285 1872167 8346118 221570 355294 283777 412862 275647 1549150 552 19875 5076 5644 31147 0 11798582 178989108 0.70738 0.71525 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true false true 3530 3530 false SCHEDULE C, PART II-B, line 1 DESCRIPTION OF OTHER ACTIVITIES: TRU COMMUNITY CARE MAKES MEMBERSHIP AND OTHER PAYMENTS TO MULTIPLE ORGANIZATIONS, A PORTION OF THESE PAYMENTS ARE ATTRIBUTABLE TO LOBBYING EXPENSES. LINE 1 REPRESENTS THE AMOUNT OF THIS LOBBYING EXPENSE. IN 2022 THE FOLLOWING PAYMENTS WERE MADE: $1,305 - LEADING AGE OF COLORADO $2,225 - NATIONAL PACE ASSOCIATION 9082419 -1428337 18159 7635923 8343796 1854 806264 69495 9082419 7066137 68656 1276931 67928 8343796 6244527 73749 912881 165020 7066137 7243113 124019 -286460 836145 6244527 0.95460 0.03470 0.01070 false false 3258829 3258829 12412429 3052316 9360113 367948 302636 65312 2748629 1902885 845744 61845 19822 42023 13572021 51328608 -1501645 -18159 -1519804 52848412 37921 37921 52886333 53939200 53939200 37921 37921 53977121 SCHEDULE D, PART V, LINE 4 DESCRIBE THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS: TEMPORARILY RESTRICTED NET ASSETS ARE THOSE WHOSE USE BY THE ORGANIZATION HAS BEEN LIMITED BY DONORS TO A SPECIFIC TIME PERIOD OR PURPOSE. PERMANENTLY RESTRICTED NET ASSETS HAVE BEEN RESTRICTED BY DONORS TO BE MAINTAINED BY THE ORGANIZATION IN PERPETUITY. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D REVENUE ON BOOKS, NOT ON RETURN: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -18,159 LUNCHEON 111230 111230 11574 BUTTERFLY RELEA 11213 6224 4989 4818 1 8797 4673 4124 3609 131240 122127 9113 20001 20001 -10888 X X X X X false false false false false false false false false MICHAEL MCHALE PRESIDENT & CEO - THRU 4/2022 94974 147426 21775 4714 2359 271248 SCOTT GRESSER PRESIDENT AND CEO 303683 32258 1218 8352 7474 352985 JAMES WOODARD CHIEF OPERATING/NURSING OFFICE 193641 35132 4647 9401 242821 DAVID WENSEL MD CHIEF MEDICAL OFFICER 252448 50600 318 9939 13834 327139 SAMANTHA BLACK EXECUTIVE DIRECTOR, PACE 183244 27050 3872 1902 7201 223269 CHAD HARTMANN DIRECTOR OF ACCESS PALLIATIVE 147423 35300 220 5434 1224 189601 AUDRA ROHN DIRECTOR, FINANCIAL REPORTING 115314 12443 3589 5136 15185 151667 JOHN SHULER PHYSICIAN 221337 100 104 3391 1224 226156 MARC GRUSHAN MEDICAL DIRECTOR, PACE 245230 100 308 9268 7201 262107 X 75649 FAIR MARKET VALUE X 1003504 FAIR MARKET VALUE false true true SCHEDULE M, PART I, LINE 32B DESCRIBE THIRD PARTIES USED TO SELL NON CASH CONTRIBUTIONS: TRU COMMUNITY CARE USES ONLINE PORTALS SUCH AS EBAY, ETSY AND AMAZON TO SOLICIT AND SELL NON CASH CONTRIBUTIONS TO THE THRIFT STORE. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS FIRST REVIEWED BY THE GOVERNING BODY FINANCE COMMITTEE AND THEN PRESENTED TO THE FULL GOVERNING BODY AT THE BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE CONFLICT OF INTEREST POLICY IS DISCUSSED AND REVIEWED ANNUALLY. ON AN ANNUAL BASIS, ALL BOARD OF DIRECTORS AND KEY EMPLOYEES DISCLOSE CONFLICTS OF INTEREST, IF ANY. THIS DOCUMENTATION REQUIRES SIGNATURE AND IS FILED WITH THE ORGANIZATION ONCE ALL CONFLICTS ARE RESOLVED, IF ANY. IN THE EVENT OF A CONFLICT OF INTEREST, NO CONFLICTING INTEREST TRANSACTION SHALL BE VOID OR VOIDABLE IF: 1) THE MATERIAL FACTS AS TO THE DIRECTOR'S RELATIONSHIP OR INTEREST AND AS TO THE CONFLICTING INTEREST TRANSACTION ARE DISCLOSED OR ARE KNOWN TO THE BOARD MEMBERS ENTITLED TO VOTE THEREON OR TO THE COMMITTEE, AND THE BOARD OR COMMITTEE IN GOOD FAITH AUTHORIZES, APPROVES OR RATIFIES THE CONFLICTING DISINTERESTED DIRECTORS, EVEN THOUGH THE DISINTERESTED DIRECTORS ARE LESS THAN A QUORUM; OR 2) THE CONFLICTING INTEREST TRANSACTION IS FAIR TO THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: THE CEO'S COMPENSATION REVIEW IS PERFORMED BY THE BOARD EXECUTIVE COMMITTEE. COMPENSATION INFORMATION IS GATHERED FROM VARIOUS SOURCES AND MAY INCLUDE HEALTHCARE INDUSTRY INFORMATION, FORM 990S OF SIMILAR SIZED NON-PROFITS, ASSOCIATION SURVEYS (COLORADO ASSOCIATION OF NONPROFITS), SALARY.COM, EMPLOYERS COUNCIL. THE EXECUTIVE COMMITTEE DISCUSSES THE CEO'S COMPENSATION AND SETS IT ACCORDINGLY. THE COMPENSATION SETTING PROCESS AND THE DECISION REACHED ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. FORM 990, PART VI, SECTION B, LINE 15B EXECUTIVE TEAM COMPENSATION IS REVIEWED BY THE CEO AND THE BOARD EXECUTIVE COMMITTEE. COMPENSATION INFORMATION IS GATHERED FROM APPLICABLE SOURCES AND MAY INCLUDE, HEALTHCARE INDUSTRY INFORMATION, FORM 990S OF SIMILAR SIZED NON-PROFITS, ASSOCIATION SURVEYS (COLORADO ASSOCIATION OF NONPROFITS), SALARY.COM, EMPLOYERS COUNCIL. THE BOARD EXECUTIVE COMMITTEE RECOMMENDS COMPENSATION LEVELS AND THE CEO MAKES THE FINAL DECISION. THE COMPENSATION SETTING PROCESS AND THE DECISION REACHED ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -$18,159 TRU REAL ESTATE HOLDINGS LLC 2594 TRAILRIDGE DRIVE EAST LAFAYETTE CO 80026 RENTAL PROPER CO 100471 6541404 TRU COMMUNIT HOSPICE & PALLIATIVE CARE OF NORTHERN CO 2594 TRAILRIDGE DRIVE EAST LAFAYETTE CO 80026 840777089 HOSPICE CO 501(C)(2) NA true false false true false false false false false false false true false true true false true false false Hospice & Palliative Care of N Colorado c 637309 Fair Market