2021-11-04T15:23:38-05:00 2020-12-31 BKD LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2020-01-01 840748577 TRU COMMUNITY CARE % THE ORGANIZATION TRUC 3036045241 2594 TRAILRIDGE DRIVE EAST LAFAYETTE CO 80026 MICHAEL MCHALE PRESIDENT AND CEO 3034497740 2021-11-04 true MICHAEL MCHALE 999009999 Adam R Smith CPA P00958966 7194714290 2 2020 2022-09-23 18:48:47Z MICHAEL MCHALE 2594 TRAILRIDGE DRIVE EAST LAFAYETTE CO 80026 45517780 false X WWW.TRUCARE.ORG X 1977 CO TRU COMMUNITY CARE AFFIRMS LIFE AT EVERY STEP OF YOUR JOURNEY WITH ILLNESS AND LOSS. 18 17 285 351 0 0 1942594 881629 25537180 34170211 372193 655109 333217 119330 28185184 35826279 0 0 0 0 13999982 17248560 0 0 276881 12689212 16292862 26689194 33541422 1495990 2284857 22166712 39678847 6555419 20780391 15611293 18898456 X WE ARE LEADING A HEALTHCARE TRANSFORMATION BY ENGAGING WITH OUR COMMUNITIES AND OFFERING INNOVATIVE, MEANINGFUL CARE FOR THOSE LIVING WITH ILLNESS AND LOSS. true false 12785863 14926652 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. 730067 536579 HOME HEALTH: PROVIDES PALLIATIVE CARE TO HOMEBOUND, TERMINALLY ILL INDIVIDUALS WHO ARE PURSUING CURATIVE, LIFE-PROLONGING TREATMENTS. 16613356 18403096 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. 557454 349664 ASSISTED LIVING MEMORY CARE 557454 349664 30686740 true true false true false false false false false true true false false false true 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 206 0 285 true false false false false true true false false false false false false false X 18 17 false false true false false false false true true false false true true true true true true true false false X THE ORGANIZATION 3036045241 2594 TRAILRIDGE DRIVE EAST LAFAYETTE CO 80026 Michael McHale President & CEO 40.0 0.0 X X 332240 0 38082 John Massone MD FORMER HOSPICE MEDICAL DIRECTO 40.0 0.0 X 220971 0 16502 Shirley Huang MD MEDICAL DIRECTOR-PACE 40.0 0.0 X 226649 0 10208 PAUL WEDEL MD FORMER PHYSICIAN 40.0 0.0 X 198834 0 13920 Scott Gresser VP / CFO 40.0 0.0 X 197868 0 8415 Tara Snow PHYSICIAN 32.0 0.0 X 173276 0 6564 James Woodard Chief Nursing Officer / COO 40.0 0.0 X 168840 0 8683 Samantha Black Executive Director, PACE 40.0 0.0 X 173366 0 3624 Chad Hartmann DIRECTOR OF ACCESS & PALLIATIV 40.0 0.0 X 149477 0 4485 HILLARY WALLACE DIRECTOR 1.0 1.0 X 0 0 0 Porter Storey DIRECTOR 1.0 1.0 X 0 0 0 DAVID MARUSIAK VICE CHAIR 1.0 1.0 X X 0 0 0 Deborah Kelly DIRECTOR 1.0 1.0 X 0 0 0 Richard Lawrence DIRECTOR 1.0 1.0 X 0 0 0 Ande Bernthal SECRETARY 1.0 1.0 X X 0 0 0 Jill Stravolemos DIRECTOR 1.0 1.0 X 0 0 0 Mike Lammers TREASURER 1.0 1.0 X X 0 0 0 Martha Evans Chair (July-December) 1.0 1.0 X X 0 0 0 Kyle Brown DIRECTOR 1.0 1.0 X 0 0 0 James Williams Chair (January-June) 1.0 1.0 X X 0 0 0 Claire Riley DIRECTOR 1.0 1.0 X 0 0 0 David Thrower DIRECTOR 1.0 1.0 X 0 0 0 Erik Hanson DIRECTOR 1.0 1.0 X 0 0 0 Paul Hinchey DIRECTOR 1.0 1.0 X 0 0 0 Timothy Johnson DIRECTOR 1.0 1.0 X 0 0 0 Erin Ward DIRECTOR 1.0 1.0 X 0 0 0 1841521 0 110483 24 false true false MANOR CARE HEALTH SERVICES DEPT L-2653 COLUMBUS OH 43260 NURSING FACILITY 992325 LONGMONT UNITED HOSPITAL 1950 Mountain View Ave LONGMONT CO 80501 PATIENT SERVICES 617411 BOULDER COMMUNITY HEALTH PO BOX 9019 BOULDER CO 803019019 PATIENT SERVICES 692892 Griswold Home Care 9769 West 119th Dr Suite 30 BROOMFIELD CO 80021 In Home Services 563675 THE PEAKS CARE CENTER 1440 COFFMAN ST LONGMONT CO 805012726 NURSING FACILITY 574495 27 18454 79930 177073 606172 549262 881629 PATIENT SERVICE REVENUE 621610 33819759 33819759 Assisted Living Revenue 623312 350452 350452 34170211 283777 0 283777 0 0 0 0 0 0 0 0 9592559 9221227 371332 371332 0 371332 14790 79930 9714 5076 0 5076 0 0 0 0 529034 460560 68474 0 68474 VENDOR DISCOUNTS 900099 4602 4602 MISCELLANEOUS REVENUE 900099 41178 41178 45780 35826279 34215991 0 728659 0 0 0 0 931118 354513 576605 0 13854713 12898864 759980 195869 229859 221628 4315 3916 1145229 986142 142068 17019 1087641 948749 124644 14248 0 45492 27816 17676 61728 19780 41948 0 0 47714 47714 651091 650419 672 179578 124376 55202 581743 456377 100991 24375 849392 584721 245899 18772 0 396279 321184 75095 174725 171528 3110 87 0 27328 26221 1058 49 136516 136516 0 475008 323054 151954 337311 282943 54368 PATIENT SUPPLIES & SERVICES 11994990 11994990 VOLUNTEER EXPENSE 186196 186196 DUES & PUBLICATIONS 126895 89748 36565 582 PROV FOR UNCOLLECTIBLE ACCT 1269 1269 19607 16222 1421 1964 33541422 30686740 2577801 276881 1885972 3885468 288981 0 3900 48560 3003291 2976209 0 0 0 0 0 0 66000 52009 286913 240646 17906820 4001183 7438001 13905637 9140782 17132411 52872 61240 0 0 0 1376667 0 0 22166712 39678847 4346902 9362405 0 0 0 0 0 0 0 0 0 0 2180398 8714512 0 0 28119 2703474 6555419 20780391 X 15239437 18489310 371856 409146 15611293 18898456 22166712 39678847 X 2284857 993938 8368 X false true X true false X 3505335 1822883 2085825 1942594 881629 10238266 0 0 3505335 1822883 2085825 1942594 881629 10238266 3232914 7005352 205048 207438 221570 355294 283777 1273127 552 19875 5076 25503 0 11536896 107532822 0.60721 0.68334 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 0 false false 0 false 7066137 68656 1276931 67928 8343796 6244527 73749 912881 165020 7066137 7243113 124019 -286460 836145 6244527 6480292 299256 791086 327521 7243113 5519572 1818761 270926 1128967 6480292 0.95100 0.03170 0.01730 false false 7207082 7207082 8352746 1784224 6568522 314954 225118 89836 1988339 1977803 10536 43699 14038 29661 13905637 0 DUE TO RELATED ORGANIZATION 153474 PPP Loan 2550000 2703474 36780871 993938 8368 1002306 35778565 47714 47714 35826279 33493708 33493708 47714 47714 33541422 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 8,386 Luncheon 78940 78940 4985 Butterflies 8330 990 7340 4161 0 87270 79930 7340 9146 9146 -1806 X X X X X false false false false false false false false false Michael McHale President & CEO 266829 65000 0 411 0 30417 0 7665 0 370322 0 Scott Gresser VP / CFO 178826 17874 1168 7191 1224 206283 James Woodard Chief Nursing Officer / COO 152710 15862 0 268 0 0 0 8683 0 177523 0 Samantha Black Executive Director, PACE 157361 15862 0 143 0 732 0 2892 0 176990 0 Shirley Huang MD MEDICAL DIRECTOR-PACE 224589 2000 60 8984 1224 236857 PAUL WEDEL MD FORMER PHYSICIAN 182812 16022 7958 5962 212754 John Massone MD FORMER HOSPICE MEDICAL DIRECTO 204223 16748 9166 7336 237473 Tara Snow PHYSICIAN 169833 3300 143 5340 1224 0 179840 0 Chad Hartmann DIRECTOR OF ACCESS & PALLIATIV 124313 25000 164 3261 1224 153962 X 27463 FAIR MARKET VALUE X 521799 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 EBAY TO SOLICIT AND SELL NON CASH CONTRIBUTIONS TO THE THRIFT STORE. FORM 990, PART III, LINE 2 NEW SIGNIFICANT PROGRAM SERVICES: IN OCTOBER 2020, TRU ACQUIRED AN 18 BED ASSISTED LIVING MEMORY CARE FACILITY FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS: TRU COMMUNITY CARE AMENDED ITS ARTICLES OF INCORPORATION AND BYLAWS TO INCLUDE OPERATING ASSISTED LIVING FACILITIES FOR THE ELDERLY, INCLUDING THE MEMORY-IMPAIRED, AS PART OF ITS TAX-EXEMPT PURPOSE AND OBJECTIVES. 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 INTEREST TRANSACTION BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE 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 REVIEW IS PERFORMED BY THE BOARD CHAIR. COMPENSATION INFORMATION IS GATHERED FROM VARIOUS SOURCES, I.E., HEALTHCARE/HOSPICE INDUSTRY INFORMATION, FORM 990'S OF SIMILAR SIZED NON-PROFITS, ASSOCIATION SURVEYS (COLORADO ASSOCIATION OF NONPROFITS AND/OR EMPLOYERS COUNCIL). THE BOARD EXECUTIVE COMMITTEE DISCUSSES THE CEO'S REVIEW AND SETS COMPENSATION ACCORDINGLY. 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 8,386 TRU REAL ESTATE HOLDINGS LLC 2594 TRAILRIDGE DRIVE EAST LAFAYETTE CO 80026 RENTAL PROPER CO 7952 6475000 TRU COMMUNIT HOSPICE & PALLIATIVE CARE OF NORTHERN CO 2726 W 11TH STREET RD GREELEY CO 80634 840777089 HOSPICE CO 501(C)(2) NA true false false false false true false false false false false false true false true true false true false false HOSPICE & PALLIATIVE CARE OF N COLORADO E 153474 FAIR MARKET SCHEDULE R, PART V, LINE 1E LOAN PAYABLE TO RELATED ORGANIZATION: TRU COMMUNITY CARE HAS A $153,474 LOAN PAYABLE TO HOSPICE AND PALLIATIVE CARE OF NORTHERN COLORADO.