2021-07-16T09:00:55-05:00 2020-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2020-01-01 391319537 Agrace HospiceCare Inc AGRA 6082764660 5395 E Cheryl Parkway Fitchburg WI 53711 Lynne Sexten President/CEO 2021-07-16 true Lynne Sexten 999009999 Mallory Fairless P01321579 3128997000 2020 2022-09-23 18:48:47Z Lynne Sexten 5395 E Cheryl Parkway Fitchburg WI 53711 82107378 false X www.agrace.org X 1978 WI Our mission, "Partnering with patients and families to improve quality of life throughout serious illness," lives in the comprehensive, compassionate care we provide to patients (continued on Schedule O) 15 14 1211 810 1867507 0 2930086 4749870 69738775 73905454 16636 70075 1949374 2006710 74634871 80732109 1750000 4750000 0 49850202 53769403 0 1113742 23049588 23685490 74649790 82204893 -14919 -1472784 99700596 112172687 7131595 8517234 92569001 103655453 X AGRACE HOSPICECARE'S MISSION IS PARTNERING WITH PATIENTS AND FAMILIES TO IMPROVE QUALITY OF LIFE THROUGHOUT SERIOUS ILLNESS. AGRACE HOSPICECARE'S VISION IS BUILDING A FUTURE WHERE EVERY PERSON EXPERIENCES COMPASSIONATE CARE AND RESPECT WHILE AGING, ILL OR DYING. (CONTINUED IN SCHEDULE O) false false 57187169 4750000 68906285 CLINICAL PATIENT CARE - AGRACE HOSPICECARE OFFERS THE MOST COMPREHENSIVE END-OF-LIFE CARE AVAILABLE. PATIENTS AND FAMILIES SERVED BY AGRACE HOSPICECARE 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. WORKING TOGETHER, AGRACE HOSPICECARE 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 2020, THE ORGANIZATION PROVIDED APPROXIMATELY $3,661,000 OF COMMUNITY BENEFIT. IN 2020, AGRACE HOSPICECARE, INC. TRANSFERRED FUNDS TOTALING $4,750,000 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION, INC. 2001501 0 2000558 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. 1808932 0 547198 AGRACE HOSPICECARE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2020, 839 SPECIALLY TRAINED VOLUNTEERS PROVIDED 32,000 HOURS OF SERVICE, even throughout the COVID pandemic. BECAUSE OF THIS SUPPORT, AGRACE HOSPICECARE 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 HOSPICECARE CAMPUS GREETER. FOOD SERVICE: AGRACE HOSPICECARE 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 HOSPICECARE FOOD SERVICES MAKES FRESH BAKED GOODS, COFFEE AND TEA AVAILABLE FOR PURCHASE BY STAFF, VOLUNTEERS, GUESTS, EDUCATIONAL EVENT ATTENDEES AND GRIEF SUPPORT GROUPS. THROUGH OUR SCHOLARS PROGRAM, TO PROVIDE SCHOLARSHIPS TO STUDENTS OF COLOR WHO ARE INTERESTED IN BEGINNING CAREERS IN HEALTH CARE AS EITHER CERTIFIED NURSING ASSISTANTS (CNAS) OR EMERGENCY MEDICAL TECHNICIANS (EMTS). THROUGH BOTH OUR HIGH SCHOOL AND RETURNING ADULT PROGRAMS, AGRACE PROVIDES POST-GRADUATION EMPLOYMENT, MENTORING SUPPORT AND NETWORKING OPPORTUNITIES FOR MINORITY STUDENTS WHO MAY OTHERWISE STRUGGLE WITH POST-GRADUATION EDUCATION AND EMPLOYMENT. 1237848 0 1250 COMMUNITY EDUCATION - AS THE COMMUNITY'S HOSPICE, AGRACE HOSPICECARE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO DEATH, DYING, CARE GIVING, GRIEF AND LOSS. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN A TYPICAL YEAR, MORE THAN 155 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 2,515 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. 1111515 0 13538 SPIRITUAL & GRIEF SERVICES - AGRACE HOSPICECARE'S SPIRITUAL & GRIEF COUNSELING PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2020, AGRACE HOSPICECARE PROVIDED GRIEF SERVICES TO 2,075 INDIVIDUALS - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. During 2020, our grief specialists and counselors provided support via phone and virtual meetings while the Center was closed due to the COVID pandemic. Still, 347 adults and children were served through community grief support throughout Agrace's entire service area. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE HOSPICECARE 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 HOSPICECARE. 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. 746401 0 625381 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 2020, the service was expanded to northern Rock County. Age at Home caregivers served 471 clients and provided more than 85,000 hours of in-home care in 2020. 3095764 640169 64093366 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 false true false false false false true true true true false false true 142 0 true 1211 true true true 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 false false WI X Jennifer Maurer 6082764660 5395 EAST CHERYL PARKWAY Fitchburg WI 53711 Ann Sheehy MD Chair 1.0 1.0 X X 0 0 0 Christopher Queram Vice Chair 1.0 1.0 X X 0 0 0 Jonathan Jaffrey MD Treasurer 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 554977 0 45599 Brian Happ Director - Until 4/2020 1.0 0 X 0 0 0 Dr Pamela Wetzel Director 1.0 1.0 X 0 0 0 Dr Toby Campbell Director 1.0 1.0 X 0 0 0 Jane Wiedenbeck Director 1.0 1.0 X 0 0 0 Kelly Ritchie Director - Beginning 4/2020 1.0 1.0 X 0 0 0 Linn Roth Director 1.0 2.0 X 0 0 0 Lou Bernhardt MD Director 1.0 1.0 X 0 0 0 Matthew Richards Director - Beginning 4/2020 1.0 1.0 X 0 0 0 Michael F Fitzpatrick Director - Until 4/2020 1.0 0 X 0 0 0 Patrick T Ryan Director - until 5/2020 1.0 1.0 X 0 0 0 Steve Bobeck Director - Beginning 4/2020 1.0 1.0 X 0 0 0 Steve DiTullio Director 1.0 2.0 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 295031 0 24487 Julia Houck Chief Strategy Officer 35.0 5.0 X 367140 0 38989 Brian Tennant Chief Information Officer 40.0 0 X 260225 0 22299 Jennifer Malak Assistant VP of Home Care Operations 40.0 0 X 162158 0 37494 Marcia Whittington Chief Development Officer 5.0 35.0 X 0 255174 15559 Mindy Shah Director of Hospice Eligibility, formerly VP of Medical Services 40.0 0 X 315146 0 7485 Dr Eric Marty Director of Palliative Care 40.0 0 X 260191 0 14349 Dr Geoffrey Smith Hospice/Palliative Physician 40.0 0 X 296855 0 18355 Dr Jackie Yaeger Director of Hospice Eligibility 40.0 0 X 161305 0 2683 Dr Patricia Neuman Hospice/Palliative Physician 40.0 0 X 236491 0 35748 Pamela Edwards Chief Clinical Officer 40.0 0 X 151549 0 2007 3061066 255174 265055 43 false true false UNIVERSITY OF WI HOSPITALCLINIC 600 HIGHLAND AVE MADISON WI 53792 THERAPIES & IMAGING SERVICES 1238821 RYAN BROTHERS 922 S PARK ST MADISON WI 53715 AMBULANCE SERVICE 294501 PANDATA GROUP LLC 316 W WASHINGTON AVE STE 525 MADISON WI 53703 BUSINESS INTELLIGENCE CONSULTING 155389 ST MARY'S HOSPITAL 700 S PARK ST MADISON WI 53715 THERAPIES & LAB SERVICES 153122 SVA CONSULTING INC 1221 JOHN Q HAMMONSD DR MADISON WI 53744 SOFTWARE IMPLEMENTATION/CONSULTING 151323 9 110554 1640177 2999139 0 2500 4749870 Net patient service revenue 623990 68851272 68851272 Food service 623990 549972 547198 2774 Age at Home revenue 621610 2490114 625381 1864733 Home Medical Equipment Revenue 532283 2000558 2000558 Community Bereavement Revenue 624190 13538 13538 0 0 0 0 73905454 22018 22018 0 0 1423326 1375269 48057 0 48057 48057 Contracted services to affiliates 900099 1950447 1950447 Other revenue 900099 56263 56263 0 0 0 0 2006710 80732109 72094210 1867507 2020522 4750000 4750000 2580812 725484 1584596 270732 41608618 31570825 9352553 685240 1090048 827081 245015 17952 5143049 3902324 1156026 84699 3346876 2539465 752292 55119 74147 74147 88669 88669 17 17 585837 12459 573378 0 604237 70240 533997 1229857 352055 877802 1643833 1209583 434250 2544607 1872400 672207 219910 190111 29799 186214 137022 49192 562791 414119 148672 193254 142202 51052 Medical supplies and equipment 3991770 3991770 Patient related costs 3493935 3493935 Room and board expense 3121075 3121075 Medications and infusion therapies 2698681 2698681 2446656 2072535 374121 0 82204893 64093366 16997785 1113742 4776558 7166731 402766 409836 7659761 6173232 0 0 25594 25260 775129 1602716 1760508 725225 1561735 1035283 479874 567371 0 0 84019179 95192258 99700596 112172687 6638312 6498895 80273 60406 0 413010 1957933 7131595 8517234 X 80370588 89339847 12198413 14315606 92569001 103655453 99700596 112172687 X -1472784 -6699 186782 12379153 X false true X true true true X 2112147 2012195 2370359 2930086 4749870 14174657 53870336 59255105 63839583 69738775 73905454 320609253 0 0 0 55982483 61267300 66209942 72668861 78655324 334783910 1948805 1862062 2264907 2818052 1640177 10534003 0 0 0 0 0 0 1948805 1862062 2264907 2818052 1640177 10534003 324249907 20140 26000 32229 13468 22018 113855 0 20140 26000 32229 13468 22018 113855 0 1651223 1700398 1852710 1949374 2006710 9160415 57653846 62993698 68094881 74631703 80684052 344058180 0.9424 0.9388 0 0.0006 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - CONTRACTED SERVICES, COLUMN A - 1616680.0, COLUMN B - 1657714.0, COLUMN C - 1804990.0, COLUMN D - 1931644.0, COLUMN E - 1950447.0, COLUMN F - 8961475.0; DESCRIPTION - OTHER REVENUE, COLUMN A - 34543.0, COLUMN B - 42684.0, COLUMN C - 47720.0, COLUMN D - 17730.0, COLUMN E - 56263.0, COLUMN F - 198940.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 712 712 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Per IRS definitions, 2.5% of NHPCO provider dues are classified as expenses used for lobbying purposes. 15643674 152790 385566 3787 16178243 14475910 1260959 -93195 15643674 9187092 5868849 -580031 14475910 4741006 3854408 591678 9187092 2869969 1584559 286478 4741006 0.6315 0.3318 0.0367 false true true 1760508 725225 1035283 1035283 Interest in net assets of affiliates 95017409 Due from affiliates 171472 Insurance Receivable Cash surrender value of life insurance 127 Gravesites 3250 Security Deposit Receivable Artwork 95192258 Due to affiliates Security deposits 72000 Insurance Payable 349010 Third Party Settlements 1536923 1957933 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, 2019 or 2020. true Agrace Hospicecare Foundation Inc 5395 E CHERYL PKWY FITCHBURG WI 53711 300001703 501(c)(3) 4750000 Intended for Agrace Hospicecare Foundation, Inc.'s risk reserve account to be used as a contingency fund for future operations 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. This grant consists of $4.75 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 true false false false Lynne Sexten President / CEO 428066 0 110177 0 16733 0 38400 0 7199 0 600576 0 0 0 Julia Houck Chief Strategy Officer 298671 0 58657 0 9812 0 10960 0 28029 0 406129 0 0 0 Jennifer Maurer Chief Financial Officer 268659 0 25149 0 1223 0 14400 0 10087 0 319518 0 0 0 Mindy Shah Director of Hospice Eligibility, formerly VP of Medical Services 278799 0 35492 0 855 0 7485 0 0 0 322631 0 0 0 Brian Tennant Chief Information Officer 221596 0 30793 0 7835 0 13013 0 9286 0 282524 0 0 0 Marcia Whittington Chief Development Officer 0 213124 0 41909 0 141 0 10768 0 4790 0 270733 0 0 Jennifer Malak Assistant VP of Home Care Operations 156666 0 4473 0 1019 0 6932 0 30563 0 199652 0 0 0 Dr Geoffrey Smith Hospice/Palliative Physician 292937 0 0 0 3918 0 11400 0 6955 0 315210 0 0 0 Dr Eric Marty Director of Palliative Care 259674 0 0 0 516 0 1579 0 12770 0 274540 0 0 0 Dr Patricia Neuman Hospice/Palliative Physician 233228 0 0 0 3263 0 9427 0 26321 0 272239 0 0 0 Dr Jackie Yaeger Director of Hospice Eligibility 160064 0 0 0 1242 0 0 0 2683 0 163988 0 0 0 Pamela Edwards Chief Clinical Officer 150688 0 0 0 861 0 525 0 1482 0 153555 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 2020. A contribution in the amount of $27,000 was made to the plan during 2020. Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization A management bonus plan is determined in part by two factors: company operating margin performance and individual employee performance. Patrick T Ryan On Agrace HospiceCare board of directors and co-owner of Ryan Brothers Ambulance 294501 Ambulance transport for hospice patients false Form 990, Part I, Line 1 BRIEF MISSION AND FAMILIES FACED WITH LIFE-LIMITING ILLNESS, HELPING THEM TO LIVE AS FULLY AS THEY CAN. SIGNIFICANT MISSION-RELATED ACTIVITY TOOK PLACE IN 2020: Living wage for Agrace employees: As a large employer in southern Wisconsin, Agrace is committed to ensuring staff who rely on their employment with Agrace to support themselves and their families are earning livable wages. Investing in the financial security and quality of life of our staff is a natural extension of our mission, vision, and values. To that end, Agrace adopted pay practices in early 2020 to continue to pay every benefit-eligible employee a living wage. Additionally, when some Agrace Certified Nursing Assistants were temporarily called off work due to the pandemic, Agrace continued to pay them based on their normal hours. EXPANDING MISSION AND VISION: IN 2020, Agrace worked to expand our reach into the underserved and rural Prairie du Chien area of Crawford County. Adding to our service area brings local residents better access to high-quality end-of-life and supportive care, a move passionately supported by our staff who hail from and currently live in this area. Virtual Visits keep Agrace alongside patients and clients during pandemic: As COVID-19 prevented Agrace from entering some patients' homes and long-term care facilities, virtual visits using smartphones, iPads or laptop computers, video chats let our staff see our patients-and our patients see their loved ones. Agrace paused in-person grief support groups during the COVID outbreak, we continued to offer one-on-one grief support over the phone as well as virtual grief support groups. Cultural education: Agrace's manager of diversity and inclusion coordinated opportunities for staff and volunteers to learn more about the cultural and end-of-life traditions of the Hmong and Amish communities of southern Wisconsin. Memory Care Suites milestone: Agrace's Hospice Memory Care Suites at the Fitchburg campus marked its first anniversary in December. The Agrace Hospice Memory Care Suites are a homelike, 12-room secure unit that is specially designed to be comforting and safe for hospice patients who have dementia or other memory care needs. A new name for supportive care: When people are seriously ill and need ideas to help them feel and cope better, they don't want to be intimidated by more medical jargon. To help them embrace our palliative care service, Agrace changed the name from PalliaHealth to Agrace Supportive Care. 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, "PARTNERING WITH PATIENTS AND FAMILIES TO IMPROVE QUALITY OF LIFE THROUGHOUT SERIOUS ILLNESS," 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 2020, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $411,322. MOST PATIENTS AND FAMILIES WANT TO RECEIVE CARE AT HOME. MORE THAN 90 PERCENT OF AGRACE HOSPICECARE SERVICES ARE DELIVERED IN PATIENTS' HOMES OR IN HOMELIKE SETTINGS SUCH AS COMMUNITY-BASED RESIDENTIAL FACILITIES, ASSISTED LIVING FACILITIES AND NURSING HOMES. AGRACE HOSPICECARE ALSO MAKES HOSPICE SERVICES AVAILABLE TO PATIENTS IN HOSPITAL SETTINGS. AGRACE HOSPICECARE PROVIDES ALL LEVELS OF CARE TO OUR PATIENTS AND MAINTAINS TWO INPATIENT UNITS FOR ACUTE, RESIDENTIAL AND RESPITE CARE. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,237,848 including grants of $ 0)(Revenue $ 1,250) COMMUNITY EDUCATION - AS THE COMMUNITY'S HOSPICE, AGRACE HOSPICECARE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO DEATH, DYING, CARE GIVING, GRIEF AND LOSS. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN A TYPICAL YEAR, MORE THAN 155 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 2,515 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 $ 1,111,515 including grants of $ 0)(Revenue $ 13,538) SPIRITUAL & GRIEF SERVICES - AGRACE HOSPICECARE'S SPIRITUAL & GRIEF COUNSELING PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2020, AGRACE HOSPICECARE PROVIDED GRIEF SERVICES TO 2,075 INDIVIDUALS - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. During 2020, our grief specialists and counselors provided support via phone and virtual meetings while the Center was closed due to the COVID pandemic. Still, 347 adults and children were served through community grief support throughout Agrace's entire service area. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE HOSPICECARE 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 HOSPICECARE. 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 $ 746,401 including grants of $ 0)(Revenue $ 625,381) 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 2020, the service was expanded to northern Rock County. Age at Home caregivers served 471 clients and provided more than 85,000 hours of in-home care in 2020. Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY 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 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, Toby Campbell & 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 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 Coordinator. The Controller and Governance Coordinator determine whether a potential conflict exists based on the completed questionnaires submitted by each interested person. The results of that determination is reviewed with the CFO and CEO. 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 2020. 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 XI, Line 9 Other changes in net assets or fund balances CHANGE IN INTEREST IN NET ASSETS OF AFFILIATES - 12379153; AGRACE PALLIATIVE CARE LLC 5395 E CHERYL PKWY Fitchburg WI 53711 383896153 PALLIATIVE CARE SERVICES WI 343228 997 AGRACE HOSPICECARE INC Age at Home LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 824901018 Personal care services WI 2485006 12544 Agrace HospiceCare Inc Agrace HME LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 841820255 Home Medical Equipment WI 2041673 0 Agrace HospiceCare Inc Agrace Adult Day Center LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 853795733 Adult day center WI 0 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 true false false false true true true true true true true false false Agrace HospiceCare Holdings O 187847 Estimate of time and actual salary Agrace HospiceCare Holdings G 88605 Net book value Agrace HospiceCare Holdings K 2709306 Per intercompany agreement Agrace HospiceCare Foundation B 4750000 Board approved designation Agrace HospiceCare Foundation C 1640177 Reimbursement for actual expenditures Agrace HospiceCare Foundation O 1762601 Wages of employees dedicated to Foundation Agrace HospiceCare Foundation D 137578 Per intercompany agreement