AGRACE HOSPICECARE FOUNDATION INCORPORATED: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AGRACE HOSPICECARE FOUNDATION INCORPORATED (EIN 30-0001703)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-28
- IRS object ID
- 201831799349300523
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-28T11:00:36-05:00 | 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 | 300001703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agrace HospiceCare Foundation 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 | $36,465,794 | 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 | 2001 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE AGRACE HOSPICECARE FOUNDATION, INC.'S MISSION IS TO DEVELOP, STEWARD AND DISTRIBUTE CHARITABLE GIFTS FROM THE COMMUNITY TO IMPROVE QUALITY OF LIFE FOR PATIENTS AND (CONTINUED ON SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 345 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,272,936 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,698,812 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $322,963 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,360,054 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,197,334 | PYOtherRevenueAmt |
| CY Other Revenue | $1,378,933 | CYOtherRevenueAmt |
| PY Total Revenue | $9,793,233 | PYTotalRevenueAmt |
| CY Total Revenue | $12,437,799 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,146,148 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,972,805 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,441,610 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,485,189 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $974,988 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $690,227 | PYOtherExpensesAmt |
| CY Other Expenses | $744,415 | CYOtherExpensesAmt |
| PY Total Expenses | $4,277,985 | PYTotalExpensesAmt |
| CY Total Expenses | $4,202,409 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,515,248 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,235,390 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,395,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,658,949 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $337,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $519,707 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $30,057,684 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,139,242 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Agrace HospiceCare Foundation, Inc.'s mission is to develop, steward and distribute charitable gifts from the community to improve quality of life for patients and families throughout serious illness. We work to ensure that every individual and family receives the best possible care and support available, regardless of ability to pay. (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,242,028 | ExpenseAmt |
| Grant | $1,242,028 | GrantAmt |
| Desc | OTHER PROGRAM SERVICES: THE FOUNDATION PROVIDES GRANTS TO AGRACE HOSPICECARE, INC. TO SUPPORT OTHER PROGRAM SERVICES, INCLUDING: RESPITE CARE: PROVIDING END-OF-LIFE CARE FOR A FAMILY MEMBER OR FRIEND CAN LEAVE CAREGIVERS FATIGUED AND STRESSED. TO GIVE THEM A BREAK OF UP TO FIVE DAYS, AGRACE OFFERS RESPITE CARE FOR HOSPICE PATIENTS. COMMUNITY GIFTS SUPPLEMENT INSURANCE REIMBURSEMENTS, WHICH COVER LESS THAN 25 PERCENT OF THE TOTAL COST OF RESPITE CARE. WISH PROGRAM: THE WISH PROGRAM HELPS OUR HOSPICE PATIENTS ACHIEVE THEIR END-OF-LIFE GOALS. A WISH CAN BE SOMETHING A PATIENT COULD NOT ATTAIN DURING HIS/HER LIFE, SOMETHING HE/SHE CANNOT AFFORD OR SIMPLY A FINAL DESIRE. AGRACE HAS GRANTED MORE THAN 120 PATIENT WISHES SINCE 2010. CLINICAL EDUCATION & TRAINING: IT TAKES A SPECIAL COMMITMENT TO WORK WITH PATIENTS WHO ARE SERIOUSLY ILL OR DYING. COMMUNITY DONATIONS ALLOW AGRACE TO FUND STAFF EDUCATIONAL OPPORTUNITIES AND PROFESSIONAL DEVELOPMENT PROGRAMS, WHICH INCREASE STAFF COMPETENCE AND RETENTION. VOLUNTEER TRAINING & APPRECIATION: AGRACE'S VOLUNTEERS SERVE IN A VARIETY OF ROLES, INCLUDING DIRECT SERVICE TO PATIENTS AND FAMILIES. COMMUNITY SUPPORT FUNDS THE COMPREHENSIVE TRAINING NEEDED TO PREPARE VOLUNTEERS FOR THEIR ROLES AND ALSO FUNDS THE RECOGNITION PROGRAMS THAT SUSTAIN THEIR COMMITMENT TO SERVE. IN A TYPICAL YEAR, MORE THAN 80,000 HOURS ARE VOLUNTEERED, SAVING OVER $1.5 MILLION DOLLARS. PALLIATIVE MEDICINE FELLOWSHIP: AGRACE IS COMMITTED TO DEVELOPING TOP-NOTCH PALLIATIVE CARE PROVIDERS IN OUR COMMUNITY. COMMUNITY GIFTS SUPPORT THE HOSPICE AND PALLIATIVE MEDICINE FELLOWSHIP, A PARTNERSHIP WITH THE UW AND VETERANS HOSPITALS; THIS PROGRAM OFFERS PALLIATIVE-CARE ROTATIONS AND CONTINUING EDUCATION OPPORTUNITIES FOR PHYSICIANS IN TRAINING. PATIENT ASSISTANCE FUND: GRANTS USED TO ASSIST PATIENTS AND FAMILIES BY IMPROVING QUALITY OF LIFE AND FULFILLING END OF LIFE GOALS. EXAMPLES INCLUDE BUYING A BURIAL DRESS OR PROVIDING A BIRTHDAY CAKE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $568,809 | ExpenseAmt |
| Grant | $568,809 | GrantAmt |
| Desc | CARE FOR ALL (CHARITY CARE): EACH YEAR, DOZENS OF OUR NEIGHBORS WHO CANNOT AFFORD HOSPICE OR PALLIATIVE CARE RECEIVE SERVICES AT NO COST THROUGH AGRACE'S "CARE FOR ALL" PROGRAM. THOSE WE SERVE INCLUDE SOME OF OUR MOST VULNERABLE COMMUNITY MEMBERS-CHILDREN AND YOUNG ADULTS WITH NO INSURANCE, SENIORS WITHOUT CAREGIVERS, INDIVIDUALS LACKING SAFE HOUSING, AND THOSE WITH SPECIAL NEEDS. IN 2015 A CAMPAIGN BEGAN TO RAISE FUNDS FOR A CARE FOR ALL ENDOWMENT. THE PURPOSE OF THE ENDOWMENT CAMPAIGN IS TO DEVELOP A SUSTAINABLE FUNDING SOURCE FOR THE CARE FOR ALL PROGRAM LONG INTO THE FUTURE. AS THE NEED GROWS AGRACE WANTS TO MAKE SURE THERE ARE FUNDS SET ASIDE TO BE ABLE TO SERVE ANYONE IN THE COMMUNITY WHO NEEDS SUPPORT. FUNDS ARE ALSO USED TO SUPPORT AGRACE'S DIVERSITY PROGRAM WHICH FOCUSES ON DIVERSITY AND INCLUSION FOR ALL. THE WORK OF THIS PROGRAM HELPS AGRACE TO GROW A MORE DIVERSE PATIENT POPULATION, VOLUNTEER SUPPORT TEAM AND EMPLOYEE BASE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $161,968 | ExpenseAmt |
| Grant | $161,968 | GrantAmt |
| Desc | COMMUNITY GRIEF SERVICES: EVERY YEAR, THOUSANDS OF PEOPLE, INCLUDING CHILDREN GET SUPPORT FROM AGRACE'S SPIRITUAL & GRIEF SERVICES TO HELP THEM COPE WITH THE DEATH OF A LOVED ONE. ALTHOUGH GRIEF SUPPORT IS REQUIRED BY STATE AND FEDERAL REGULATIONS, IT IS NOT COVERED BY MEDICARE, MEDICAID OR PRIVATE INSURANCE. COMMUNITY DONATIONS ENABLE US TO OFFER SPECIALIZED GRIEF SUPPORT THAT IS OPEN TO EVERYONE, FREE OF CHARGE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,972,805 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | 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 | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | 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 | Yes (true) | 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 | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 18 | 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | 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 E CHERYL PARKWAY | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 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 |
|---|---|---|---|---|---|---|---|---|
| Steve DiTullio | ||||||||
| Chair | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lou Bernhardt MD | ||||||||
| Past Chair | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Patrick T Ryan | ||||||||
| Vice Chair | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Bill Albright | ||||||||
| Treasurer | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Linn Roth | ||||||||
| Secretary | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Lynne Sexten | ||||||||
| President / CEO | 5.0 | 35.0 | Yes (X) | Yes (X) | $0 | $469,990 | $59,100 | |
| Kathy Cullen | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Jay Everard | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| William Kennedy | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Carol Koby | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Linda Krohn | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Peter Lundberg | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Michael Smith | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Juanita Tracy | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Mike Yaktus | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Dave Beck-Engel | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Gary Gussel | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Dr Willie Larkin | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Rick Langer | ||||||||
| Director - Partial Year | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Maurer | ||||||||
| Chief Financial Officer | 5.0 | 35.0 | Yes (X) | $0 | $259,618 | $24,805 | ||
| Marcia Whittington | ||||||||
| Chief Development Officer | 35.0 | 5.0 | $178,752 | $0 | $23,218 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $178,752 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $729,608 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $107,123 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $269,754 | FundraisingAmt |
| Related Organizations | $5,000,000 | RelatedOrganizationsAmt |
| All Other Contributions | $3,429,058 | AllOtherContributionsAmt |
| Noncash Contributions | $1,726,108 | NoncashContributionsAmt |
| Total Contributions | $8,698,812 | TotalContributionsAmt |
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 | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,248,235 | TotalRevenueColumnAmt |
| Exclusion | $1,248,235 | 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 | $24,932,171 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,820,352 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,111,819 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,111,819 | TotalRevenueColumnAmt |
| Exclusion | $1,111,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $99,470 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $269,754 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $168,290 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$68,820 | TotalRevenueColumnAmt |
| Exclusion | -$68,820 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $85,227 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $39,353 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,874 | TotalRevenueColumnAmt |
| Exclusion | $45,874 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,401,879 | GrossSalesOfInventoryAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,401,879 | TotalRevenueColumnAmt |
| Exclusion | $1,401,879 | ExclusionAmt |
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 | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,437,799 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,738,987 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972,805 | TotalAmt |
| Program Services | $1,972,805 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,971 | TotalAmt |
| Management And General | $86,560 | ManagementAndGeneralAmt |
| Fundraising | $115,411 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,019 | TotalAmt |
| Management And General | $441,869 | ManagementAndGeneralAmt |
| Fundraising | $589,150 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,625 | TotalAmt |
| Management And General | $14,411 | ManagementAndGeneralAmt |
| Fundraising | $19,214 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,230 | TotalAmt |
| Management And General | $58,815 | ManagementAndGeneralAmt |
| Fundraising | $78,415 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,344 | TotalAmt |
| Management And General | $34,862 | ManagementAndGeneralAmt |
| Fundraising | $46,482 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,867 | TotalAmt |
| Management And General | $23,867 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,166 | TotalAmt |
| Management And General | $149,166 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,336 | TotalAmt |
| Fundraising | $18,336 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,607 | TotalAmt |
| Management And General | $19,334 | ManagementAndGeneralAmt |
| Fundraising | $32,273 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,046 | TotalAmt |
| Management And General | $398,046 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,179 | TotalAmt |
| Fundraising | $20,179 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,821 | TotalAmt |
| Management And General | $2,192 | ManagementAndGeneralAmt |
| Fundraising | $7,629 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Bank and credit card fees | $34,749 | $25,494 | $9,255 |
| Donation development | $38,644 | $38,644 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,202,409 | TotalAmt |
| Program Services | $1,972,805 | ProgramServicesAmt |
| Management And General | $1,254,616 | ManagementAndGeneralAmt |
| Fundraising | $974,988 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,592 | BOYAmt |
| EOY | $1,131,311 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,042,523 | BOYAmt |
| EOY | $2,384,115 | 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 |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,489 | BOYAmt |
| EOY | $93,654 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,298,694 | BOYAmt |
| EOY | $35,573,369 | 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 | $1,172,926 | BOYAmt |
| EOY | $1,476,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,395,224 | BOYAmt |
| EOY | $40,658,949 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,426 | BOYAmt |
| EOY | $43,987 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,500 | BOYAmt |
| EOY | $15,120 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,614 | BOYAmt |
| EOY | $460,600 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $337,540 | BOYAmt |
| EOY | $519,707 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,574,769 | BOYAmt |
| EOY | $31,971,189 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,224,205 | BOYAmt |
| EOY | $5,064,047 | 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 | $30,057,684 | BOYAmt |
| EOY | $40,139,242 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,395,224 | BOYAmt |
| EOY | $40,658,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,235,390 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,742,850 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $103,318 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGRACE HOSPICECARE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391319537 | EIN |
| Organization Type | 9 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $1,862,062 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,862,062 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,741,006 | BeginningYearBalanceAmt |
| Contributions | $3,854,409 | ContributionsAmt |
| Investment Earnings Or Losses | $591,679 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,187,094 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,869,969 | BeginningYearBalanceAmt |
| Contributions | $1,584,559 | ContributionsAmt |
| Investment Earnings Or Losses | $286,478 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,741,006 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,685 | BeginningYearBalanceAmt |
| Contributions | $2,684,586 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,396 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $906 | OtherExpendituresAmt |
| End Year Balance | $2,869,969 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $132,279 | BeginningYearBalanceAmt |
| Contributions | $56,166 | ContributionsAmt |
| Investment Earnings Or Losses | $1,136 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,896 | OtherExpendituresAmt |
| End Year Balance | $187,685 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,401 | BeginningYearBalanceAmt |
| Contributions | $42,185 | ContributionsAmt |
| Investment Earnings Or Losses | $3,693 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $132,279 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.5662 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3379 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0959 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to affiliates | Desc |
| Amt | $460,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $460,600 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The purpose of the Endowment Funds are to provide support, as needed, to Agrace HospiceCare, Inc., a related tax-exempt organization. |
| 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Butterfly Gala | Event1Nm |
| Gross Receipts Event1 | $138,771 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $70,906 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,865 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,127 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,881 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $31,791 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Open | Event2Nm |
| Gross Receipts Event2 | $72,713 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $71,388 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,325 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $8,300 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,573 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $1,533 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $157,739 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $127,459 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $30,280 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $14,998 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $15,667 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,000 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $61,020 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $369,223 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $269,753 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $99,470 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $27,425 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $44,121 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $94,344 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $168,290 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$68,820 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $85,227 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $26,798 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $12,555 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.85 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $85,227 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $26,798 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $12,555 | OthDirectExpnssTotalGamingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.0 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.0 | GamingOtherFacilityPct |
| Individual With Books | Jillian Hayward | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| 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) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCE DEPARTMENT EMPLOYEES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | ACCOUNTING AND RECORDKEEPING | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
| Distributed | $0 | DistributedAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule G, Part II FUNDRAISING EVENTS | THE FOUNDATION'S FUNDRAISING EVENT TOTAL IS $246,808 WHICH AGREES WITH AUDITED INFORMATION AND IS THE SUM OF FORM 990, PART VIII, LINES 1C, 8C, AND 9C. |
| Schedule G, Part II, Line 11 FUNDRAISING EVENTS | THE FOUNDATION'S FUNDRAISING EVENT TOTAL ON LINE 11, COLUMN (D) EXCLUDES $269,754 OF CHARITABLE CONTRIBUTIONS WHICH IS REPORTED ON LINE 2, COLUMN (D). FUNDRAISING EVENT TOTAL INCOME, INCLUDING THIS CHARITABLE CONTRIBUTION AMOUNT PRODUCES A POSITIVE NET INCOME OF $302,490. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Agrace Hospicecare Inc | |||||||
| 5395 E Cheryl Pkwy | Fitchburg | WI | 53711 | 391319537 | 501(c)(3) | $1,862,062 | To provide financial support to Agrace Hospicecare, Inc. |
| Agrace Hospicecare Holdings Inc | |||||||
| 5395 E Cheryl Pkwy | Fitchburg | WI | 53711 | 300001715 | 501(c)(3) | $110,743 | To provide capital contribution towards Agrace Hospicecare, Inc. project. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | 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 | All grant proposals are presented to the Board of Directors and the Board of Directors approves all grant awards. Agrace HospiceCare Foundation Inc. is operated for the exclusive benefit and support of Agrace HospiceCare Inc. and Agrace HospiceCare Holdings Inc. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 | $0 | $321,370 | $0 | $129,720 | $0 | $18,900 | $0 | $37,800 | $0 | $21,300 | $0 | $529,090 | $0 | $0 |
| Jennifer Maurer | ||||||||||||||
| Chief Financial Officer | $0 | $199,019 | $0 | $45,729 | $0 | $14,870 | $0 | $13,542 | $0 | $11,263 | $0 | $284,423 | $0 | $0 |
| Marcia Whittington | ||||||||||||||
| Chief Development Officer | $164,211 | $0 | $13,753 | $0 | $788 | $0 | $8,440 | $0 | $14,778 | $0 | $201,970 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | The organization relied on Agrace HospiceCare, Inc. a related tax-exempt organization, to determine the compensation of its top management official. Below is the process used by Agrace HospiceCare, Inc. for determining compensation: 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. Each year, the chief administrative officer presents this information to the executive committee of the board, 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 completed in February 2017. |
| 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 6b Compensation contingent on net earnings of a related organization | The cash bonus under the Plan is determined in part by two factors: company operating margin performance and individual employee performance. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,401,879 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $291,012 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Special Events Revenue | Desc |
| Contribution | 82 | ContributionCnt |
| Noncash Contributions Rpt F990 | $33,217 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Clothing and household goods - Agrace HospiceCare Foundation Inc. is reporting the number of contributions received in 2017. This amount represents a very high number of relatively low-value thrift store items. Securities - Publicly traded - Agrace HospiceCare Foundation Inc. is reporting the number of contributions received in 2017. Other - Special Events Revenue Agrace HospiceCare Foundation Inc. is reporting the number of contributions received in 2017. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 MISSION (CONTINUED) | FAMILIES THROUGHOUT SERIOUS ILLNESS. PRIORITY PROGRAMS INCLUDE FUNDING FOR: HOSPICE AND PALLIATIVE CARE SERVICES FOR ANYONE IN NEED; GRIEF SERVICES FOR COMMUNITY MEMBERS; RESPITE FOR CARE PROVIDERS; HOSPICE WISH PROGRAM; VOLUNTEER TRAINING; HOSPICE AND PALLIATIVE CARE TRAINING AND EDUCATION; AND A HOST OF OTHER PROGRAMS THAT SUPPORT INDIVIDUALS AND FAMILIES IMPACTED BY SERIOUS AND LIFE-LIMITING ILLNESS . ALL FUNDS RAISED SUPPORT AGRACE HOSPICECARE, INC., A RELATED TAX-EXEMPT ORGANIZATION, TO ENSURE THAT EVERY INDIVIDUAL AND FAMILY RECEIVES THE BEST POSSIBLE CARE AND SUPPORT, REGARDLESS OF ABILITY TO PAY. PRIORITY ACTIVITIES FOR THE AGRACE FOUNDATION INCLUDE: CARE FOR ALL, A FUND TO PROVIDE HOSPICE AND PALLIATIVE CARE SERVICES AND ROOM AND BOARD FOR SOME OF OUR MOST VULNERABLE NEIGHBORS - CHILDREN AND YOUNG ADULTS WITH INADEQUATE OR NO INSURANCE, SENIORS WITHOUT CAREGIVERS, INDIVIDUALS WITHOUT SAFE HOUSING, AND PEOPLE WITH SPECIAL NEEDS. THROUGH GIFTS FROM THE COMMUNITY, WE'VE NEVER TURNED AWAY A HOSPICE PATIENT WHO COULDN'T AFFORD CARE. AGRACE PEDIATRIC HOSPICE PROGRAM: IN COLLABORATION WITH THE AMERICAN FAMILY CHILDREN'S HOSPITAL, AGRACE SEEKS TO DEVELOP AN EXPERTISE IN THE DELIVERY OF PEDIATRIC HOSPICE AND PALLIATIVE CARE. AS SUCH, OVER THE COURSE OF THE NEXT SEVERAL YEARS, OUR GOAL IS TO PROVIDE SPECIALTY TRAINING FOR AGRACE RNs THAT INCLUDES BOTH CERTIFICATION PROGRAMS AND JOB SHADOWING AT THE AMERICAN FAMILY CHILDREN'S HOSPITAL. CLINICAL ADVANCEMENT OPPORTUNITIES: CNA's - OUR CERTIFIED NURSING ASSISTANTS (CNAs) SERVE AN INCREDIBLE ROLE HERE AT AGRACE - ASSISTING PATIENTS WITH THE MOST INTIMATE OF DAILY CARES. THE RELATIONSHIPS OUR CNAs DEVELOP WITH PATIENTS AND THEIR FAMILIES IS ONE OF THE STRONGEST. DESPITE THEIR IMPORTANCE THROUGHOUT THE HEALTHCARE INDUSTRY, CNAs ARE AMONG THE LOWEST PAID EMPLOYEES. AS SUCH, FINANCIAL BARRIERS OFTEN PREVENT THOSE IN CNA ROLES FROM PURSUING OPPORTUNITIES FOR CONTINUED EDUCATION AND TRAINING THAT IS NEEDED FOR CAREER DEVELOPMENT. OUR GOAL IS TO REMOVE THESE FINANCIAL BARRIERS AND PROVIDE ADVANCEMENT OPPORTUNITIES (AND FINANCIAL SCHOLARSHIPS) FOR CNAs ON A LEADERSHIP TRACK SO THEY CAN COMPLETE SPECIALTY TRAINING THAT PROMOTES CAREER ADVANCEMENT AND BEST PRACTICES IN HIGH-QUALITY PATIENT CARE. AGRACE GRIEF SUPPORT CENTER: OVER THE LAST YEAR, AGRACE HAS DEVELOPED A PLAN TO CREATE A FREE-STANDING AGRACE GRIEF SUPPORT CENTER. OVER THE LAST YEAR, AGRACE HAS DEVELOPED A PLAN TO CREATE A FREE-STANDING AGRACE GRIEF SUPPORT CENTER. GRIEVING THE DEATH OF A LOVED ONE CAN BE AN ISOLATING EXPERIENCE. AGRACE SEEKS TO BREAK DOWN THE BARRIERS THAT PREVENT PEOPLE IN OUR COMMUNITY FROM RECEIVING THE SUPPORT THEY NEED TO GRIEVE THE LOSS OF THEIR LOVED ONES AND BECOME HEALTHY SURVIVORS. THE DEVELOPMENT OF THE AGRACE GRIEF SUPPORT CENTER WILL TRANSFORM HOW OUR COMMUNITY GRIEVES DEATH. THE CENTER OPENED IN AUGUST OF 2017. DIVERSITY SCHOLARSHIP PROGRAM: 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. THE AGRACE FOUNDATION ALSO FUNDS RESPITE FOR INDIVIDUALS CARING FOR LOVED ONES, GRANTS SPECIAL WISHES TO PATIENTS AND FAMILIES AT END-OF-LIFE, TRAINS VOLUNTEERS, AND INVESTS IN EDUCATION AND OTHER PROGRAMS TO ADVANCE HOSPICE AND PALLIATIVE CARE AND SUPPORT PATIENTS AND FAMILIES IN OUR COMMUNITY. |
| Form 990, Part III, Line 1 MISSION | AGRACE HOSPICECARE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF AGRACE HOSPICECARE, INC., A RELATED 501(C)(3) ORGANIZATION CARING FOR APPROXIMATELY 800 PATIENTS PER DAY. THE AGRACE HOSPICECARE FOUNDATION IS SUPPORTED BY A COMMUNITY OF DONORS WHO SHARE THE VISION OF ACCESS TO A QUALITY END-OF-LIFE JOURNEY FOR EVERYONE. THE FOUNDATION'S SUPPORT HAS HELPED AGRACE HOSPICECARE BUILD INPATIENT AND RESIDENTIAL FACILITIES, ENHANCE THE BREADTH AND QUALITY OF ITS SERVICES, AND EXPAND ITS REACH TO THOSE WHO NEED AGRACE SERVICES THROUGHOUT SOUTH CENTRAL WISCONSIN AND NORTHERN ILLINOIS, REGARDLESS OF ABILITY TO PAY. IN ADDITION TO THE GRANT SUPPORT THAT THE FOUNDATION PROVIDES TO AGRACE HOSPICECARE, INC. AND AGRACE HOSPICECARE HOLDINGS, INC., THE FOUNDATION HAS HELPED BUILD AND MAINTAIN AN OPERATING RESERVE TO ENSURE THAT AGRACE HOSPICECARE, INC. HAS THE ABILITY TO SERVE PATIENTS AND FAMILIES IF FACED WITH FINANCIAL OR REIMBURSEMENT CHALLENGES. |
| Form 990, Part V, Line 1a FORMS W-2 | THE NUMBER OF FORMS W-2 REPORTED BY THE ORGANIZATION WERE SUBMITTED UNDER THE FEIN OF AGRACE HOSPICECARE, INC. WHO SERVES AS A PAYROLL AGENT FOR THE ORGANIZATION. |
| Form 990, Part VI, Line 15a PROCESS USED TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | THE ORGANIZATION RELIED ON AGRACE HOSPICECARE, A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF ITS OTHER OFFICERS AND KEY EMPLOYEES. BELOW IS THE PROCESS USED BY AGRACE HOSPICECARE FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S 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, 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 IS DONE ANNUALLY IN FEBRUARY. |
| Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMP OF OTHER OFFICERS AND KEY EMPLOYEES | THE ORGANIZATION RELIED ON AGRACE HOSPICECARE, A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF ITS OTHER OFFICERS. BELOW IS THE PROCESS USED BY AGRACE HOSPICECARE FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS. 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 OCCURS ANNUALLY IN FEBRUARY. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | Agrace HospiceCare, Inc. a related 501(c)(3) organization, is the sole member of Agrace HospiceCare Foundation, Inc. and has the authority to appoint, remove, and replace any director on Foundation Board. Agrace HospiceCare, Inc. also has the sole authority to amend the Agrace HospiceCare Foundation Bylaws and Articles of Incorporation. Agrace HospiceCare, Inc. has no other responsibilities or voting rights with respect to the operations of Agrace HospiceCare Foundation. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Please see narrative for Part VI, Line 6 |
| 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. Representatives from the accounting firm of Crowe Horwath prepared a detailed summary of the Form 990 that was presented to the board of directors by the 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 Code 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. |
| 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 | Uncollectible Pledges - -2682; Change in Value of Annuity Agreements - 106000; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGRACE HOSPICECARE THRIFT STORE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 ECHERYL PKWY | AddressLine1Txt |
| City | Fitchburg | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300001703 | EIN |
| Primary Activities | THRIFT STORE | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $1,401,879 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | 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 INC | ||||||||||
| 5395 E CHERYL PKWY | Fitchburg | WI | 53711 | 391319537 | HEALTHCARE | WI | 501(c)(3) | 10 | NA | false |
| AGRACE HOSPICECARE HOLDINGS INC | ||||||||||
| 5395 E CHERYL PKWY | Fitchburg | WI | 53711 | 300001715 | PROPERTY HOLDING | WI | 501(c)(3) | Type I | AHCI | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER ANNUITY TRUST (1) | 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) |
|---|---|---|
| Primary Activities | DISTRIBUTION OF CHARITABLE TRUST ASSETS TO BENEFICIARIES | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| 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 | false | 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 | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | 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 |
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