AGRACE HOSPICECARE INCORPORATED: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AGRACE HOSPICECARE INCORPORATED (EIN 39-1319537)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-28
- IRS object ID
- 201801799349300025
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-28T11:00:08-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391319537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agrace HospiceCare Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGRA | BusinessNameControlTxt |
| Phone | 6082764660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E Cheryl Parkway | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynne Sexten | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Signature | 2018-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lynne Sexten | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E Cheryl Parkway | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,623,409 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.agrace.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | 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) | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 788 | TotalEmployeeCnt |
| Total Volunteers | 923 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,112,147 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,012,195 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,870,336 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $59,255,105 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,317 | PYInvestmentIncomeAmt |
| CY Investment Income | $65,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,651,223 | PYOtherRevenueAmt |
| CY Other Revenue | $1,700,398 | CYOtherRevenueAmt |
| PY Total Revenue | $57,647,023 | PYTotalRevenueAmt |
| CY Total Revenue | $63,033,581 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,335,094 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,000,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,157,304 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $41,952,649 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $848,672 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,293,218 | PYOtherExpensesAmt |
| CY Other Expenses | $19,145,711 | CYOtherExpensesAmt |
| PY Total Expenses | $61,785,616 | PYTotalExpensesAmt |
| CY Total Expenses | $65,098,360 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,138,593 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,064,779 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $77,971,055 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,599,090 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,648,478 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,026,566 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $72,322,577 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,572,524 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AGRACE HOSPICECARE'S MISSION IS PARTNERING WITH PATIENTS AND FAMILIES TO IMPROVE QUALITY OF LIFE THROUGHOUT SERIOUS ILLNESS. AGRACE HOSPICECARE'S VISION IS TO LEAD THE EVOLUTION OF HOSPICE AND PALLIATIVE CARE THROUGH INNOVATION, EDUCATION AND ACCESS-ONE PATIENT, ONE FAMILY, ONE COMMUNITY AT A TIME. (CONTINUED IN SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $46,890,031 | ExpenseAmt |
| Revenue | $58,663,162 | RevenueAmt |
| Desc | 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 2017, THE ORGANIZATION PROVIDED APPROXIMATELY $3,915,000 OF COMMUNITY BENEFIT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,000,000 | ExpenseAmt |
| Grant | $4,000,000 | GrantAmt |
| Desc | 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. IN 2017, AGRACE HOSPICECARE GRANTED $2,000,000 TO AGRACE FOUNDATION TOWARDS THE $15 MILLION ENDOWMENT CAMPAIGN THAT WAS STARTED TO PROVIDE ONGOING FINANCIAL SUPPORT TOWARDS THAT MISSION. IN 2017, AGRACE HOSPICECARE TRANSFERRED FUNDS TOTALING $2,000,000 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,615,710 | ExpenseAmt |
| Revenue | $591,943 | RevenueAmt |
| Desc | AGRACE HOSPICECARE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2017, 923 SPECIALLY TRAINED VOLUNTEERS PROVIDED 37,785 HOURS OF SERVICE. 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 DIETICIANS 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, AGRACE WORKS TOGETHER WITH MADISON COLLEGE, RYAN BROTHERS AMBULANCE, CATHOLIC CHARITIES, URBAN LEAGUE OF GREATER MADISON AND THE BOYS AND GIRLS CLUB 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,138,560 | $3,219 | 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 2017, MORE THAN 100 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 2,145 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. |
| $1,018,673 | $39,465 | SPIRITUAL & GRIEF SERVICES - AGRACE HOSPICECARE'S SPIRITUAL & GRIEF COUNSELING PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2017, AGRACE HOSPICECARE PROVIDED GRIEF SERVICES TO 3,037 INDIVIDUALS - BOTH CHILDREN AND ADULTS. IN AUGUST 2017, AGRACE OPENED THE NEW, FREESTANDING AGRACE GRIEF SUPPORT CENTER IN FITCHBURG, WI TO HOST GRIEF SUPPORT GROUPS AND ONE-ON-ONE SUPPORT. 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,157,233 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $42,684 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $54,662,974 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 788 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer Maurer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082764660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 EAST CHERYL PARKWAY | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Michael F Fitzpatrick | |||||||||
| Chair | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ann Sheehy MD | |||||||||
| Vice Chair | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Ken Thompson | |||||||||
| Treasurer | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Christopher Queram | |||||||||
| Secretary | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lynne Sexten | |||||||||
| President / CEO | 30.0 | 10.0 | Yes (X) | Yes (X) | $469,990 | $0 | $59,100 | ||
| Julia Arata-Fratta | |||||||||
| Director - Partial Year | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Lou Bernhardt MD | |||||||||
| Director | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Toby Campbell | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sharon Chamberlain | |||||||||
| Director - Partial Year | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David Cullen | |||||||||
| Director - Partial Year | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Mike Dallman | |||||||||
| Director - Partial Year | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Gordon Derzon | |||||||||
| Director - Partial Year | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Steve DiTullio | |||||||||
| Director | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Brian Happ | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jonathan Jaffrey MD | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Erik Johnson | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David Kruger | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Everett Mitchell | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dr Pamela Wetzel | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jane Wiedenbeck | |||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Julia Houck | |||||||||
| Chief Administrative Officer | 35.0 | 5.0 | Yes (X) | $261,322 | $0 | $39,573 | |||
| Jennifer Maurer | |||||||||
| Chief Financial Officer | 30.0 | 10.0 | Yes (X) | $259,618 | $0 | $24,805 | |||
| Pamela Edwards | |||||||||
| Chief Clinical Officer | 40.0 | 0.0 | $233,740 | $0 | $26,823 | Yes (X) | |||
| Brian Tennant | |||||||||
| Chief Information Officer | 40.0 | 0.0 | $208,341 | $0 | $36,361 | Yes (X) | |||
| Marcia Whittington | |||||||||
| Chief Development Officer | 5.0 | 35.0 | $0 | $178,752 | $23,218 | Yes (X) | |||
| Jane Quinn | |||||||||
| Chief Compliance Officer | 40.0 | 0.0 | $152,028 | $0 | $14,742 | Yes (X) | |||
| Traci Raether | |||||||||
| Director of Clinical Operations, Homecare | 40.0 | 0.0 | $165,281 | $0 | $32,207 | Yes (X) | |||
| Dr Kathy Williams | |||||||||
| Hospice Physician | 40.0 | 0.0 | $160,189 | $0 | $16,508 | Yes (X) | |||
| Dr Mindy Shah | |||||||||
| Hospice Physician | 40.0 | 0.0 | $195,407 | $0 | $8,669 | Yes (X) | |||
| Dr Dena Green | |||||||||
| Sr. Medical Director | 40.0 | 0.0 | $124,791 | $0 | $16,652 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,230,707 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $178,752 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $298,658 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 22 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UW HOSPITAL & CLINICS | |||||
| 600 HIGHLAND AVE | MADISON | WI | 53792 | THERAPIES & IMAGING SERVICES | $1,136,192 |
| RYAN BROTHERS | |||||
| 922 S PARK ST | MADISON | WI | 53715 | AMBULANCE SERVICE | $230,130 |
| UW MEDICAL FOUNDATION | |||||
| 600 HIGHLAND AVE | MADISON | WI | 53792 | PHYSICIAN SERVICES | $175,931 |
| CHARTWELL MIDWEST-WISCONSIN | |||||
| PO BOX 78804 | MILWAUKEE | WI | 53278 | INFUSION THERAPIES | $150,217 |
| ST MARY'S HOSPITAL | |||||
| 700 S PARK ST | MADISON | WI | 53715 | THERAPIES & LAB SERVICES | $138,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $131,788 | FederatedCampaignsAmt |
| Related Organizations | $1,862,062 | RelatedOrganizationsAmt |
| All Other Contributions | $18,345 | AllOtherContributionsAmt |
| Noncash Contributions | $3,464 | NoncashContributionsAmt |
| Total Contributions | $2,012,195 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net patient service revenue | 623990 | $58,663,162 | $58,663,162 |
| Food service | 623990 | $591,943 | $591,943 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $59,255,105 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,000 | TotalRevenueColumnAmt |
| Exclusion | $26,000 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $629,712 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $589,828 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,884 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,883 | TotalRevenueColumnAmt |
| Exclusion | $39,883 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Contracted services to affiliates | 900099 | $1,657,714 | $1,657,714 | |
| Other revenue | 900099 | $42,684 | $42,684 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,700,398 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,033,581 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,297,789 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,723,597 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,000,000 | TotalAmt |
| Program Services | $4,000,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,813,203 | TotalAmt |
| Program Services | $369,091 | ProgramServicesAmt |
| Management And General | $1,250,582 | ManagementAndGeneralAmt |
| Fundraising | $193,530 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,582,816 | TotalAmt |
| Program Services | $27,132,620 | ProgramServicesAmt |
| Management And General | $4,918,391 | ManagementAndGeneralAmt |
| Fundraising | $531,805 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,007,511 | TotalAmt |
| Program Services | $838,983 | ProgramServicesAmt |
| Management And General | $152,084 | ManagementAndGeneralAmt |
| Fundraising | $16,444 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,111,770 | TotalAmt |
| Program Services | $3,423,985 | ProgramServicesAmt |
| Management And General | $620,674 | ManagementAndGeneralAmt |
| Fundraising | $67,111 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,437,349 | TotalAmt |
| Program Services | $2,029,648 | ProgramServicesAmt |
| Management And General | $367,919 | ManagementAndGeneralAmt |
| Fundraising | $39,782 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,763 | TotalAmt |
| Program Services | $7,631 | ProgramServicesAmt |
| Management And General | $77,132 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,604 | TotalAmt |
| Management And General | $44,604 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,134 | TotalAmt |
| Program Services | $38,509 | ProgramServicesAmt |
| Management And General | $172,625 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,433 | TotalAmt |
| Program Services | $26,487 | ProgramServicesAmt |
| Management And General | $537,946 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $428,032 | TotalAmt |
| Program Services | $302,213 | ProgramServicesAmt |
| Management And General | $125,819 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $909,080 | TotalAmt |
| Program Services | $732,296 | ProgramServicesAmt |
| Management And General | $176,784 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,883 | TotalAmt |
| Program Services | $1,607,754 | ProgramServicesAmt |
| Management And General | $388,129 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,487 | TotalAmt |
| Program Services | $195,535 | ProgramServicesAmt |
| Management And General | $29,952 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,525 | TotalAmt |
| Program Services | $188,918 | ProgramServicesAmt |
| Management And General | $45,607 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,181 | TotalAmt |
| Program Services | $206,363 | ProgramServicesAmt |
| Management And General | $49,818 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Room and board expense | $3,244,097 | $3,244,097 |
| Medical supplies and equipment | $3,124,216 | $3,124,216 |
| Medications and infusion therapies | $2,688,980 | $2,688,980 |
| Patient related costs | $2,860,711 | $2,860,711 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,273,585 | TotalAmt |
| Program Services | $1,644,937 | ProgramServicesAmt |
| Management And General | $628,648 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,098,360 | TotalAmt |
| Program Services | $54,662,974 | ProgramServicesAmt |
| Management And General | $9,586,714 | ManagementAndGeneralAmt |
| Fundraising | $848,672 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,151,409 | BOYAmt |
| EOY | $5,318,925 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,000 | BOYAmt |
| EOY | $375,850 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,090,795 | BOYAmt |
| EOY | $8,259,630 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,185 | BOYAmt |
| EOY | $44,894 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $849,242 | BOYAmt |
| EOY | $940,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $836,699 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $748,094 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,605 | BOYAmt |
| EOY | $88,605 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,943 | BOYAmt |
| EOY | $414,707 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,153,876 | BOYAmt |
| EOY | $71,155,714 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,971,055 | BOYAmt |
| EOY | $86,599,090 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,105,683 | BOYAmt |
| EOY | $6,223,625 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,670 | BOYAmt |
| EOY | $323,875 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,125 | BOYAmt |
| EOY | $479,066 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,648,478 | BOYAmt |
| EOY | $7,026,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,816,611 | BOYAmt |
| EOY | $71,382,361 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,247,256 | BOYAmt |
| EOY | $5,086,157 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,258,710 | BOYAmt |
| EOY | $3,104,006 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,322,577 | BOYAmt |
| EOY | $79,572,524 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,971,055 | BOYAmt |
| EOY | $86,599,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,064,779 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$948 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $231,474 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $9,084,200 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,790,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,459,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,638,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,112,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,012,195 | CurrentTaxYearAmt |
| Total | $10,013,007 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,247,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,685,751 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,702,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,870,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,255,105 | CurrentTaxYearAmt |
| Total | $257,761,871 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,038,519 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,144,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,341,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,982,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,267,300 | CurrentTaxYearAmt |
| Total | $267,774,878 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $592,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,286,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,517,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,948,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,862,062 | CurrentTaxYearAmt |
| Total | $7,206,928 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $592,940 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,286,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,517,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,948,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,862,062 | CurrentTaxYearAmt |
| Total | $7,206,928 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $260,567,950 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,000 | CurrentTaxYearAmt |
| Total | $186,993 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,289 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,000 | CurrentTaxYearAmt |
| Total | $186,993 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,266,340 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,433,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,624,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,651,223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,700,398 | CurrentTaxYearAmt |
| Total | $7,675,843 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,312,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,627,235 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,050,778 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,653,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,993,698 | CurrentTaxYearAmt |
| Total | $275,637,714 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9453 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9480 | PublicSupportPY509Pct |
| Investment Income CY | 0.0007 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0006 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - CONTRACTED SERVICES, COLUMN A - 1222308.0, COLUMN B - 1427508.0, COLUMN C - 1592062.0, COLUMN D - 1616680.0, COLUMN E - 1657714.0, COLUMN F - 7516272.0; DESCRIPTION - OTHER REVENUE, COLUMN A - 44032.0, COLUMN B - 5577.0, COLUMN C - 32735.0, COLUMN D - 34543.0, COLUMN E - 42684.0, COLUMN F - 159571.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $959 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $959 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | Per IRS definitions, 3.83% of NHPCO provider dues are classified as expenses used for lobbying purposes. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | Per IRS definitions, 3.83% of NHPCO provider dues are classified as expenses used for lobbying purposes. |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $88,605 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Provide welcoming environment | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,451,911 | BeginningYearBalanceAmt |
| Contributions | $3,854,409 | ContributionsAmt |
| End Year Balance | $8,306,320 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,867,352 | BeginningYearBalanceAmt |
| Contributions | $1,584,559 | ContributionsAmt |
| End Year Balance | $4,451,911 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,766 | BeginningYearBalanceAmt |
| Contributions | $2,684,586 | ContributionsAmt |
| End Year Balance | $2,867,352 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,600 | BeginningYearBalanceAmt |
| Contributions | $56,166 | ContributionsAmt |
| End Year Balance | $182,766 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,453 | BeginningYearBalanceAmt |
| Contributions | $42,147 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $126,600 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.6263 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3737 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,200 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $538,333 | OtherCostOrOtherBasisAmt |
| Depreciation | $538,333 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $297,166 | OtherCostOrOtherBasisAmt |
| Depreciation | $208,561 | DepreciationAmt |
| Book Value | $88,605 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,605 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Interest in net assets of affiliates | $70,655,401 |
| Due from affiliates | $491,652 |
| Cash surrender value of life insurance | $3,461 |
| Grave-sites | $5,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $71,155,714 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to affiliates | Desc |
| Amt | $479,066 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $479,066 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE ORGANIZATION'S COLLECTIONS CONSIST PRIMARILY OF WORKS OF ART THAT ARE ON DISPLAY IN PUBLIC SPACES AS WELL AS PATIENT ROOMS AT THE FACILITIES OWNED BY Agrace HOSPICECARE HOLDINGS AND OPERATED BY Agrace HOSPICECARE, INC. THESE WORKS OF ART ARE USED TO PROVIDE A WELCOMING, THERAPEUTIC, HOME LIKE ENVIRONMENT TO Agrace HOSPICECARE, INC. PATIENTS AND FAMILIES IN FURTHERANCE OF THE ORGANIZATION'S MISSION OF ENHANCING THE QUALITY OF LIFE AT THE END OF LIFE. THE ARTWORK REPRESENTS EACH OF THE MANY CULTURES OF THE PEOPLE LIVING IN SOUTH CENTRAL WISCONSIN. THE FAMILIARITY OF THE PIECES HELPS PATIENTS AND THEIR FAMILIES FEEL MORE COMFORTABLE IN OUR HEALTHCARE FACILITY. |
| 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 percent likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. Due to its tax-exempt status, the Organization is not subject to U.S. federal income tax or state income tax. The Organization's Form 990 has 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, 2017 or 2016. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agrace HospiceCare Foundation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E Cheryl Pkwy | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 300001703 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $4,000,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | $2,000,000 - Intended for Agrace HospiceCare Foundation, Inc.'s Care for All Endowment Campaign, a fundraising effort to establish an endowment where the earnings will cover the cost of charity care services provided by Agrace HospiceCare Inc. to the community. $2,000,000 - Intercompany cash transfer from Agrace HospiceCare Inc. to Agrace HospiceCare Foundation, Inc.'s risk reserve investment account. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | This grant consists of $2 million to Agrace Foundation to support our Care for All Endowment and $2 million to increase our Risk Reserve account. Agrace HospiceCare Inc. receives regular reports on the Endowment activities and the investment earnings on both the Endowment and the Risk Reserve. Agrace Inc. directly benefits from the earnings of the Endowment to cover charity care and the Risk Reserve is used as a contingency fund for Agrace Inc. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lynne Sexten | ||||||||||||||
| President / CEO | $321,370 | $0 | $129,720 | $0 | $18,900 | $0 | $37,800 | $0 | $21,300 | $0 | $529,090 | $0 | $0 | $0 |
| Julia Houck | ||||||||||||||
| Chief Administrative Officer | $206,241 | $0 | $47,861 | $0 | $7,220 | $0 | $13,736 | $0 | $25,837 | $0 | $300,895 | $0 | $0 | $0 |
| Jennifer Maurer | ||||||||||||||
| Chief Financial Officer | $199,019 | $0 | $45,729 | $0 | $14,870 | $0 | $13,542 | $0 | $11,263 | $0 | $284,423 | $0 | $0 | $0 |
| Pamela Edwards | ||||||||||||||
| Chief Clinical Officer | $194,018 | $0 | $30,503 | $0 | $9,219 | $0 | $9,995 | $0 | $16,828 | $0 | $260,563 | $0 | $0 | $0 |
| Brian Tennant | ||||||||||||||
| Chief Information Officer | $166,623 | $0 | $36,336 | $0 | $5,382 | $0 | $11,624 | $0 | $24,737 | $0 | $244,702 | $0 | $0 | $0 |
| Marcia Whittington | ||||||||||||||
| Chief Development Officer | $0 | $164,211 | $0 | $13,753 | $0 | $788 | $0 | $8,440 | $0 | $14,778 | $0 | $201,970 | $0 | $0 |
| Jane Quinn | ||||||||||||||
| Chief Compliance Officer | $142,845 | $0 | $7,257 | $0 | $1,926 | $0 | $6,167 | $0 | $8,575 | $0 | $166,770 | $0 | $0 | $0 |
| Traci Raether | ||||||||||||||
| Director of Clinical Operations, Homecare | $155,479 | $0 | $8,379 | $0 | $1,423 | $0 | $6,902 | $0 | $25,305 | $0 | $197,488 | $0 | $0 | $0 |
| Dr Kathy Williams | ||||||||||||||
| Hospice Physician | $159,427 | $0 | $0 | $0 | $762 | $0 | $6,537 | $0 | $9,971 | $0 | $176,697 | $0 | $0 | $0 |
| Dr Mindy Shah | ||||||||||||||
| Hospice Physician | $195,004 | $0 | $0 | $0 | $403 | $0 | $7,800 | $0 | $869 | $0 | $204,076 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Lynne Sexten (Myers)participated in a 457(f) plan. No distributions were made from the plan during 2017. A contribution in the amount of $27,000 was made to the plan during 2017. |
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2017: PEDIATRIC PROGRAM: As the number of children receiving hospice rises, more Agrace nurses are pursing advanced training in pediatric palliative and hospice care. Agrace also began efforts to partner more closely with the American Family Children's Hospital (AFCH)'s Pediatric Palliative Care team. The Agrace/AFCH partnership has helped our young patents' many caregivers communicate better with one another-and coordinate care more effectively EXPANDING MISSION AND VISION: IN 2017, Agrace continued to expand our reach into underserved areas by serving patients in several counties in northern Illinois. There is opportunity for greater hospice utilization in northern Illinois, and our beautiful, homelike Janesville inpatient unit is only a 40-minute drive from Rockford, which has no similar facility. EXPANDING GRIEF SUPPORT: For 40 years, Agrace has brought compassionate care to people facing life-limiting illnesses. We care for their families, too. We understand how loss affects life. And we believe everyone deserves to have support after a death so they can find hope and healing. That's why in 2017, Agrace opened a free-standing Grief Support Center at 2906 Marketplace Drive in Fitchburg. Anyone is welcome to come to the Agrace Grief Support Center for guidance and support after loss. We serve both adults and children, so many of our spaces are designed to help kids feel comfortable. BEST PLACE TO WORK: Agrace was named a Best Place to Work by Madison Magazine for a second year in a row. |
| 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 2017, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $568,809. 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 AND RESPITE CARE IN ADDITION TO HAVING A RESIDENCE ON THE AGRACE MADISON CAMPUS. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 1,138,560 including grants of $)(Revenue $ 3,219) 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 2017, MORE THAN 100 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 2,145 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 $ 1,018,673 including grants of $)(Revenue $ 39,465) SPIRITUAL & GRIEF SERVICES - AGRACE HOSPICECARE'S SPIRITUAL & GRIEF COUNSELING PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2017, AGRACE HOSPICECARE PROVIDED GRIEF SERVICES TO 3,037 INDIVIDUALS - BOTH CHILDREN AND ADULTS. IN AUGUST 2017, AGRACE OPENED THE NEW, FREESTANDING AGRACE GRIEF SUPPORT CENTER IN FITCHBURG, WI TO HOST GRIEF SUPPORT GROUPS AND ONE-ON-ONE SUPPORT. 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 VI, Line 2 Family/business relationships amongst interested persons | Ken Thompson and Erik Johnson - 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 2017. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | Each 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 2017. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. 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 - 9084200; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGRACE PALLIATIVE CARE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E CHERYL PKWY | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383896153 | EIN |
| Primary Activities | PALLIATIVE CARE SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $604,543 | TotalIncomeAmt |
| End Of Year Assets | $826 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGRACE HOSPICECARE INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE FOUNDATION INC | ||||||||||
| 5395 E CHERYL PKWY | Fitchburg | WI | 53711 | 300001703 | FUNDRAISING | WI | 501(c)(3) | Type I | AHCI | Yes (true) |
| AGRACE HOSPICECARE HOLDINGS INC | ||||||||||
| 5395 E CHERYL PKWY | Fitchburg | WI | 53711 | 300001715 | PROPERTY HOLDING | WI | 501(c)(3) | Type I | AHCI | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Agrace HospiceCare Foundation | ||
| B | $2,000,000 | Board approved designation |
| Agrace HospiceCare Foundation | ||
| B | $2,000,000 | Per cash management policy |
| Agrace HospiceCare Foundation | ||
| C | $1,837,867 | Reimbursement for actual expenditures |
| Agrace HospiceCare Foundation | ||
| D | $458,025 | Per Intercompany Agreement |
| Agrace HospiceCare Holdings | ||
| E | $200,633 | Per Intercompany Agreement |
| Agrace HospiceCare Holdings | ||
| K | $2,380,412 | Per Intercompany Agreement |
| Agrace HospiceCare Holdings | ||
| O | $172,525 | Estimate of time and actual salary |
| Agrace HospiceCare Foundation | ||
| O | $1,485,189 | Wages of employees dedicated to Foundation |
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