2022-08-25T09:01:24-05:00 2021-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2021-01-01 391319537 Agrace HospiceCare Inc AGRA 6082764660 5395 E Cheryl Parkway Fitchburg WI 53711 Lynne Sexten President/CEO 2022-08-25 true Lynne Sexten 999009999 Mallory Fairless P01321579 3128997000 2021 2022-09-23 18:48:47Z Lynne Sexten 5395 E Cheryl Parkway Fitchburg WI 53711 81864956 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) 14 13 1194 715 1693156 0 4749870 2631751 73905454 76422049 70075 76689 2006710 2250250 80732109 81380739 4750000 5800000 0 53769403 54974646 0 1302641 23685490 23081913 82204893 83856559 -1472784 -2475820 112172687 127559308 8517234 7404438 103655453 120154870 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 60109891 71332753 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 2021, 74 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 2021, THE ORGANIZATION PROVIDED APPROXIMATELY $3,566,000 OF COMMUNITY BENEFIT. IN 2021, AGRACE, INC. TRANSFERRED FUNDS TOTALING $5,800,000 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION, INC. 2076161 2107427 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. 1853226 5800000 611645 AGRACE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2021, 690 SPECIALLY TRAINED VOLUNTEERS PROVIDED 51,000 HOURS OF SERVICE, even throughout the ongoing COVID pandemic. 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. 1471898 14673 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 September 2021, Agrace began hosting free, twice-monthly advance care planning workshops to help people learn how to put their health care preferences in writing. Every adult should have advance directives, even healthy people. IN 2021, 148 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 2,650 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. 1124176 14673 SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2021, AGRACE PROVIDED GRIEF SERVICES TO 3,068 INDIVIDUALS - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. During 2021, our grief specialists and counselors provided support via phone and virtual meetings with limited in-person availability due to the ongoing COVID pandemic. Still, 447 adults and children were served through community grief support throughout Agrace's service area. 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. Based on community need, in 2021 Agrace held an LGBTQ+ Spouse/partner loss group, a COVID-loss support group and a Spanish-language grief support group, in addition to many other types of offerings. 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. 986422 710233 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 2021, Age at Home caregivers served 387 clients and provided more than 73,500 hours of in-home care in 2021. 0 0 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 2021, the Center provided daytime care to 53 clients. 3582496 739579 67621774 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 true false false false true true true true false false true 133 0 true 1194 true true true false false false false false false false false false false false X 14 13 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 Ann Sheehy MD Past Chair - Until 9/2021; Chair - Until 4/2021 1.0 1.0 X X 0 0 0 Christopher Queram Chair - Beginning 4/2021; Vice Chair - Until 4/2021 1.0 1.0 X X 0 0 0 Jane Wiedenbeck Treasurer - Beginning 4/2021 1.0 1.0 X X 0 0 0 Jonathan Jaffrey MD Vice Chair - Beginning 4/2021; Treasurer - Until 4/2021 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 644777 0 57184 Amie Goldman Director - Beginning 9/2021 1.0 1.0 X 0 0 0 Dr Pamela Wetzel Director 1.0 1.0 X 0 0 0 Dr Toby Campbell Director - Until 7/2021 1.0 1.0 X 0 0 0 Fredric Ransom Director - Beginning 9/2021 1.0 1.0 X 0 0 0 Kelly Ritchie Director 1.0 1.0 X 0 0 0 Linn Roth Director - Until 11/2021 1.0 2.0 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 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 333701 0 24921 Julia Houck Chief Strategy Officer 35.0 5.0 X 370774 0 45575 Brian Tennant Chief Administrative Officer 40.0 0 X 213157 0 16918 Dr Ruth Thomson Chief Medical Officer 40.0 0 X 263247 0 22139 Jennifer Flugaur VP, Clinical Excellence 40.0 0 X 177044 0 44497 Jennifer Malak VP, Homecare Operations 40.0 0 X 193715 0 29559 Marcia Whittington Chief Development Officer 10.0 30.0 X 0 315467 38875 Dr Geoffrey Smith Hospice/Palliative Physician 40.0 0 X 280445 0 31580 Dr Holly Schaefer Hospice/Palliative Physician 28.0 0 X 195706 0 1820 Dr Patricia Neuman Medical Director 40.0 0 X 229434 0 37278 Linda Blust Hospice/Palliative Physician 40.0 0 X 197997 0 12885 Mindy Shah Senior Hospice/Palliative Physician 40.0 0 X 281041 0 5909 3381039 315467 369141 40 false true false UNIVERSITY OF WI HOSPITALCLINIC 600 HIGHLAND AVE MADISON WI 53792 THERAPIES & IMAGING SERVICES 1079964 PANDATA GROUP LLC 316 W WASHINGTON AVE STE 525 MADISON WI 53703 BUSINESS INTELLIGENCE CONSULTING 179560 ST MARY'S HOSPITAL 700 S PARK ST MADISON WI 53715 THERAPIES & LAB SERVICES 173713 RYAN BROTHERS 922 S PARK ST MADISON WI 53715 AMBULANCE SERVICE 163735 UW Medical Foundation 600 Highland Ave Madison WI 53792 Physician Services 151301 6 52770 1836563 742418 0 42000 2631751 Net patient service revenue 621610 71284915 71284915 Food service 623110 611693 611645 48 Age at Home revenue 621610 2293021 710233 1582788 Home Medical Equipment revenue 532283 2107427 2107427 Adult Day Center revenue 624120 110320 0 110320 14673 14673 0 0 76422049 8808 8808 0 0 552098 484217 67881 0 67881 67881 Contracted services to affiliates 900099 2187739 2187739 Other revenue 900099 62511 62511 0 0 0 0 2250250 81380739 74791404 1693156 2264428 5800000 5800000 2791551 747947 1689262 354342 42921946 33964112 8177834 780000 1150727 910569 219246 20912 5137204 4065067 978781 93356 2973218 2352706 566481 54031 57945 57945 67199 67199 76 76 478456 13263 465193 0 541796 276261 265535 1098498 476093 622405 1770135 1201180 568955 2814212 2152094 662118 172609 127232 45377 182364 128614 53750 589336 450679 138657 236933 181188 55745 Room and board expense 3092624 3092624 Medical supplies and equipment 3781776 3781776 Medications and infusion therapies 2414082 2414082 Patient related costs 3229950 3229950 2553922 2256337 297585 0 83856559 67621774 14932144 1302641 7166731 4446383 409836 501766 6173232 6422351 0 0 25260 32760 1602716 1130998 1783520 1302249 1035283 481271 567371 733484 0 0 95192258 113810295 112172687 127559308 6498895 6822281 60406 86099 0 1957933 496058 8517234 7404438 X 89339847 103336210 14315606 16818660 103655453 120154870 112172687 127559308 X -2475820 4013 181715 18789509 X false true X true true true X 2012195 2370359 2930086 4749870 2631751 14694261 59255105 63839583 69738775 73905454 76422049 343160966 0 0 0 61267300 66209942 72668861 78655324 79053800 357855227 1862062 2264907 2818052 1640177 1836563 10421761 0 0 0 0 0 0 1862062 2264907 2818052 1640177 1836563 10421761 347433466 26000 32229 13468 22018 8808 102523 0 26000 32229 13468 22018 8808 102523 0 1700398 1852710 1949374 2006710 2250250 9759442 62993698 68094881 74631703 80684052 81312858 367717192 0.9448 0.9424 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - CONTRACTED SERVICES, COLUMN A - 1657714.0, COLUMN B - 1804990.0, COLUMN C - 1931644.0, COLUMN D - 1950447.0, COLUMN E - 2187739.0, COLUMN F - 9532534.0; DESCRIPTION - OTHER REVENUE, COLUMN A - 42684.0, COLUMN B - 47720.0, COLUMN C - 17730.0, COLUMN D - 56263.0, COLUMN E - 62511.0, COLUMN F - 226908.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 174 174 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Per IRS definitions, 0.61% of NHPCO provider dues are classified as expenses used for lobbying purposes. 16178243 40857 786307 126297 16879110 15643674 152790 385566 3787 16178243 14475910 1260959 -93195 15643674 9187092 5868849 -580031 14475910 4741006 3854408 591678 9187092 0.6053 0.313 0.0817 false true true 1783520 1302249 481271 481271 Interest in net assets of affiliates 113806918 Due from affiliates Cash surrender value of life insurance 127 Gravesites 3250 Security Deposits Receivable 113810295 Due to affiliates 277220 Security deposits 44000 Insurance Payable 174838 Third Party Settlements 496058 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, 2020 or 2021. true Agrace Hospicecare Foundation Inc 5395 E CHERYL PKWY FITCHBURG WI 53711 300001703 501(c)(3) 5800000 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 $5.8 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 408903 0 214994 0 20880 0 38600 0 18584 0 701961 0 0 0 Julia Houck Chief Strategy Officer 271838 0 87509 0 11428 0 19435 0 26141 0 416350 0 0 0 Jennifer Maurer Chief Financial Officer 255890 0 76543 0 1268 0 14600 0 10321 0 358622 0 0 0 Jennifer Flugaur VP, Clinical Excellence 152233 0 23202 0 1609 0 10646 0 33851 0 221541 0 0 0 Jennifer Malak VP, Homecare Operations 167252 0 26104 0 360 0 10202 0 19356 0 223274 0 0 0 Brian Tennant Chief Administrative Officer 154300 0 56242 0 2614 0 7770 0 9148 0 230075 0 0 0 Dr Ruth Thomson Chief Medical Officer 262238 0 0 0 1009 0 0 0 22139 0 285386 0 0 0 Marcia Whittington Chief Development Officer 0 253688 0 60672 0 1107 0 12804 0 26071 0 354342 0 0 Linda Blust Hospice/Palliative Physician 196369 0 0 0 1627 0 0 0 12885 0 210882 0 0 0 Dr Patricia Neuman Medical Director 226123 0 0 0 3312 0 8050 0 29228 0 266712 0 0 0 Dr Holly Schaefer Hospice/Palliative Physician 194781 0 0 0 925 0 1364 0 456 0 197526 0 0 0 Mindy Shah Senior Hospice/Palliative Physician 280178 0 0 0 862 0 4359 0 1550 0 286949 0 0 0 Dr Geoffrey Smith Hospice/Palliative Physician 276714 0 0 0 3732 0 11347 0 20233 0 312025 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 2021. A contribution in the amount of $27,000 was made to the plan during 2021. Lynne Sexten Officer of the organization 20022 Family member is an employee of the organization false X Floral donations & discounted cell phones 2 42000 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - Floral donations & discounted cell phones Agrace is reporting the number of contributions received in 2021 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 2021: In 2021, Agrace served a total of 4,477 individual patients and clients through its Hospice Care, Supportive Care, Age at Home and Adult Day Center programs. EXPANDING MISSION AND VISION: Agrace announced plans to expand its service area to include Waukesha County. In 2021, Agrace prepared to open a new location at 1227 Corporate Center Drive, Suite 202, in Oconomowoc, Wis. as a home base for staff. Adult Day Center Opens: 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. In 2021, the Center provided daytime care to 53 clients. Agrace offers Free Advance Care Planning: Advance care planning is a process of talking with your family about what health care you would want if you could not speak and putting your preferences in writing. Every adult should have advance directives, even healthy people. Starting in September, Agrace began hosting free advance care planning workshops twice a month. Agrace's specially trained employees meet with anyone in the community either one-on-one or with their family or loved ones. Agrace Updates Mission, Vision, Values: Every few years, Agrace creates a new forward-looking strategic plan. At the same time, we review our mission, vision, and values to make sure they continue to fit our growing organization. These statements must describe our purpose and our people now and also guide our future business decisions, including hiring. Agrace is only as good as our people-and we need to choose staff who will be worthy of trust, respect, and admiration. With the approval of our Board of Directors, Agrace made some updates to our mission, vision, and values: Our mission is what we do: Providing personalized care and support, where and when you need it, for life's changing health needs. Our vision tells where we want to go: Building a future where every person experiences extraordinary care and guidance while aging or seriously ill. Our values must be shared by every person at Agrace. We believe these three values set us apart from many other organizations: Belonging - We respect and honor everyone's worth, building communities where people can be their true selves. Resourcefulness - We are an agile organization full of creative problem solvers. Heart-We bring authentic care and connection to those we serve. Cardiac Program: To offer more support for patients with advanced heart disease, Agrace has collaborated with the American Heart Association on an Advanced Cardiac Care Program. Agrace is one of the first hospices in the country to join this effort. As part of the program, our clinical staff receive specialized training on how to manage the symptoms of advanced heart disease and keep our patients comfortable-wherever they receive care. With Agrace, patients who have heart disease can continue treatments that control their symptoms and improve their quality of life. The Advanced Cardiac Care Program's care guide can help prevent the repeat hospital and emergency room visits that are a huge source of stress for patients and families. 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 2021, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $531,922. 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 $ 1,471,898 including grants of $)(Revenue $ 14,673) 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 September 2021, Agrace began hosting free, twice-monthly advance care planning workshops to help people learn how to put their health care preferences in writing. Every adult should have advance directives, even healthy people. IN 2021, 148 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 2,650 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 $ 1,124,176 including grants of $)(Revenue $ 14,673) SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2021, AGRACE PROVIDED GRIEF SERVICES TO 3,068 INDIVIDUALS - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. During 2021, our grief specialists and counselors provided support via phone and virtual meetings with limited in-person availability due to the ongoing COVID pandemic. Still, 447 adults and children were served through community grief support throughout Agrace's service area. 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. Based on community need, in 2021 Agrace held an LGBTQ+ Spouse/partner loss group, a COVID-loss support group and a Spanish-language grief support group, in addition to many other types of offerings. 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 $ 986,422 including grants of $)(Revenue $ 710,233) 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 2021, Age at Home caregivers served 387 clients and provided more than 73,500 hours of in-home care in 2021. Form 990, Part III, Line 4d Description of other program services (Expenses $ 0 including grants of $)(Revenue $ 0) 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 2021, the Center provided daytime care to 53 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 Ann Sheehy, 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 and key employees (interested persons) are required to annually review the organization's Agrace Standards of Conduct & Non-Retaliation Policy, 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 conflict of concern 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 results of the conflict of interest questionnaire are reviewed by the controller. The controller determines whether a potential conflict exists based on the completed questionnaires submitted by each interested person. The results of that determination are reviewed with the CEO and CFO and approved by governing board and committee. 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 chief administrative officer 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 2021. 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 chief administrative officer 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 2021. 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: 14673, Related or Exempt Function Revenue: 14673, 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 - 18789509; AGRACE PALLIATIVE CARE LLC 5395 E CHERYL PKWY Fitchburg WI 53711 383896153 PALLIATIVE CARE SERVICES WI 347805 825 AGRACE HOSPICECARE INC Age at Home LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 824901018 Personal care services WI 2291482 7546 Agrace HospiceCare Inc Agrace HME LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 841820255 Home Medical Equipment WI 2114986 0 Agrace HospiceCare Inc Agrace Adult Day Center LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 853795733 Adult day center WI 110320 1096 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 5800000 Board approved designation Agrace HospiceCare Foundation C 1836563 Reimbursement for actual expenditures Agrace HospiceCare Foundation E 195818 Per intercompany agreement Agrace HospiceCare Holdings E 81402 Per intercompany agreement Agrace HospiceCare Holdings K 2719122 Per intercompany agreement Agrace HospiceCare Foundation O 2008005 Wages of employees dedicated to Foundation Agrace HospiceCare Holdings O 179733 Estimate of time and actual salary