2025-11-01T11:37:53+00:00 2024-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2024-01-01 391319537 Agrace HospiceCare Inc AGRA 6082764660 5395 E Cheryl Parkway Fitchburg WI 53711 Lynne Sexten President/CEO 2025-11-01 true Mallory Fairless P01321579 3128997000 2025-11-01 2024 2025-03-06 01:10:19Z Lynne Sexten 5395 E Cheryl Parkway Fitchburg WI 53711 117558320 false X www.agrace.org X 1978 WI Our mission, "Providing personalized care and support, where and when you need it, for life's changing health needs," (continued on Schedule O) X 13 12 1147 643 0 3396808 4135140 100540021 108311704 143990 167542 3434957 4063529 107515776 116677915 6050000 5700000 0 69423008 76857279 0 1726405 32071076 35354377 107544084 117911656 -28308 -1233741 139445650 16569816 12909541 9065965 126536109 7503851 X AGRACE'S MISSION IS Providing personalized care and support, where and when you need it, for life's changing health needs. AGRACE'S VISION IS BUILDING A FUTURE WHERE EVERY PERSON EXPERIENCES extraordinary care and guidance while aging or seriously ill. (CONTINUED IN SCHEDULE O) false false 82759088 103321257 CLINICAL PATIENT CARE - AGRACE OFFERS THE MOST COMPREHENSIVE CARE AVAILABLE. PATIENTS AND FAMILIES SERVED BY AGRACE ARE PROVIDED THE EXPERT HELP OF A COMPASSIONATE TEAM OF END-OF-LIFE PROFESSIONALS INCLUDING: NURSES, CERTIFIED NURSING ASSISTANTS, SOCIAL WORKERS, SPIRITUAL & GRIEF COUNSELORS, VOLUNTEERS, PHYSICIANS AND PHARMACISTS. THE HOSPICE CARE TEAM ASSESSES THE UNIQUE NEEDS OF EACH PATIENT AND FAMILY. For hospice patients who have dementia or other memory care needs, the Agrace Hospice Memory Care Suites are a homelike, 12 room secure unit that is specially designed to be comforting and safe. The Suites are located in our Madison area campus in Fitchburg. In 2024, 82 patients were served in the Memory Care Suites. WORKING TOGETHER, AGRACE STAFF, TRAINED VOLUNTEERS, AND THE PATIENT'S PHYSICIAN DELIVER COMPREHENSIVE CARE FOCUSED ON HELPING THE PATIENT AND THEIR FAMILY LIVE LIFE TO THE FULLEST. Agrace also provides palliative care services for people who have a serious illness but are not receiving hospice care. IN 2024, THE ORGANIZATION PROVIDED APPROXIMATELY $7,202,000 OF COMMUNITY BENEFIT. 7547185 5700000 912617 AGRACE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2024, 630 SPECIALLY TRAINED VOLUNTEERS PROVIDED 69,158 HOURS OF SERVICE. BECAUSE OF THIS SUPPORT, AGRACE IS ABLE TO DEFER SOME STAFFING COSTS AND CONTINUE TO PROVIDE COMPASSIONATE, EXPERT CARE TO PATIENTS AND FAMILIES. SOME OF THE VOLUNTEER POSITIONS INCLUDE IN-HOME AND RESIDENTIAL PATIENT AND FAMILY VOLUNTEER; GRIEF SERVICES, ADMINISTRATIVE OFFICE WORK, FLOWER ROOM AND KITCHEN VOLUNTEER; VIGIL PROGRAM; AND AGRACE hospitality volunteer. FOOD SERVICE: AGRACE EMPLOYS TALENTED CHEFS TO PROVIDE OUR PATIENTS AND FAMILIES COMFORTING MEALS COOKED WITH LOCALLY GROWN, OFTEN ORGANIC FRESH PRODUCE, MEATS AND HERBS. STAFF DIETITIANS WORK WITH THE KITCHEN STAFF TO PREPARE MEALS THAT PROVIDE SUSTENANCE AND COMFORT TO PATIENTS. SOMETIMES A PATIENT WILL NOT BE ABLE TO DIGEST SOLID FOODS, BUT SMALL MEALS CAN BE PREPARED FOR THEM TO ENJOY THE COMFORTS OF THE SMELLS THAT MEALS PROVIDE. IN ADDITION TO PATIENT AND FAMILY MEALS, AGRACE FOOD SERVICES MAKES nutritious meals and snacks for clients at the Agrace Adult Day Center. FRESH BAKED GOODS, COFFEE AND TEA are AVAILABLE FOR PURCHASE BY STAFF, VOLUNTEERS and GUESTS at the Doc Rock Cafe at our Madison campus. IN 2024, AGRACE, INC. TRANSFERRED FUNDS TOTALING $5,700,000 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION, INC. 2642861 2394417 Agrace HME, LLC is a disregarded entity that was established in 2019 to provide home medical equipment to Agrace hospice patients. With a fleet of delivery vans and a caring crew of DME technicians, Agrace delivers home medical equipment to our hospice patients. Agrace HME has two equipment warehouses, in Waunakee and Milton, where we use state-of-the-art software and systems to ensure medical equipment is delivered to patients quickly and accurately. In November 2024, Agrace Health, Inc. became the member of Agrace HME. 2251392 4816 COMMUNITY Education - AS THE Community's Nonprofit HOSPICE, AGRACE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO serious illness, DEATH, DYING, CARE GIVING, and GRIEF. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN 2024, 180 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 3,283 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. 1723583 1136098 Agrace Age at Home, LLC is a disregarded entity that was established in 2018 to help Dane County seniors live independently as they age. Services are provided in the client's home to support independence: personal care, housekeeping, cooking, errands, companionship, exercise support, medication reminders and much more. Agrace Age at Home serves both hospice and non-hospice clients. In 2024, Age at Home caregivers served 154 clients and provided more than 23,870 hours of in-home care. In November 2024, Agrace Health, Inc. became the member of Age at Home. 1591980 23142 SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2024, AGRACE PROVIDED GRIEF SERVICES TO 3,870 community members - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE PROVIDES GRIEF SERVICES THROUGH GRIEF SUPPORT GROUPS, HOLIDAY REMEMBRANCE PROGRAMS, AND THE COMMUNITY TRAUMATIC DEATH RESPONSE TEAM. THESE PROGRAMS ARE OFFERED FOR A NOMINAL FEE, AND GRIEF SUPPORT GROUPS ARE OPEN TO ANYONE IN THE COMMUNITY EXPERIENCING GRIEF DUE TO A DEATH, NOT JUST TO PATIENTS AND FAMILIES SERVED BY AGRACE. In 2024, Agrace's Community Grief Team also provided 21 educational presentations to 357 people. Audiences included university students, faith leaders, alcohol/drug treatment participants, senior center attendees, area therapists, community organizations and community members. 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. 1143623 570803 Agrace Adult Day Center, LLC is a disregarded entity that was established in 2020. In July 2021, Agrace opened its doors to a freestanding Adult Day Center located at 1702 W. Beltline Highway, Madison. The Center is a safe, supportive place for older adults who need companionship and help with daily activities. As clients enroll at the Center, they have a functional assessment to help our staff understand their needs and interests so what they like can be woven into their daily activities. In 2024, the Center provided daytime care to 120 clients. In November 2024, Agrace Health, Inc. became the member of Agrace Adult Day Center. 6710578 1734859 99659712 true true false false false false false false false true false false false true true true false true false false false false false false false false false true false true false false false false false false false false true false false false false true true true true true false false true 144 0 true 1147 true false false false false false false false false false false false false X 13 12 false false true false false false false true true false false false true true true true true true true true false false WI X Jennifer Maurer 6082764660 5395 EAST CHERYL PARKWAY Fitchburg WI 53711 Christopher Queram Past Chair - Until 4/2024 1.0 1.0 X X 0 0 0 Jane Wiedenbeck Vice Chair 1.0 2.0 X X 0 0 0 Kelly Ritchie Treasurer 1.0 2.0 X X 0 0 0 Ken Thompson Chair 1.0 2.0 X X 0 0 0 Lynne Sexten President & CEO 25.0 15.0 X X 866820 0 57275 Matthew Richards Secretary 1.0 2.0 X X 0 0 0 Carey Gehl Director - Until 11/2024 1.0 1.0 X 0 0 0 Dr Pamela Wetzel Director 1.0 1.0 X 0 0 0 Gabe Doyle Director - Beginning 4/2024 1.0 1.0 X 0 0 0 Jonathan Jaffrey MD Director 1.0 1.0 X 0 0 0 Lisa Olson Director 1.0 1.0 X 0 0 0 Lou Bernhardt MD Director 1.0 1.0 X 0 0 0 Mary Bonte Spath Director 1.0 2.0 X 0 0 0 Steve DiTullio Director 1.0 1.0 X 0 0 0 Susan Collins Director - Until 10/2024 1.0 1.0 X 0 0 0 Tim Size Director 1.0 1.0 X 0 0 0 Jennifer Maurer Executive VP and Chief Financial Officer 25.0 15.0 X 433657 0 29917 Amie Goldman Chief Growth Officer 40.0 0 X 251509 0 19437 Jamie Moen Chief Operating Officer 35.0 5.0 X 265149 0 27418 Jennifer Flugaur Chief Quality Officer 35.0 5.0 X 236637 0 45698 Jennifer Malak VP of Customer Access 40.0 0 X 195036 0 11835 Kari Potter VP, Human Resources 35.0 5.0 X 293371 0 39056 Dr Geoffrey Smith Hospice/Palliative Physician 36.0 0 X 289798 0 36170 Dr Holly Schaefer Hospice/Palliative Physician 32.0 0 X 232033 0 32886 Dr Marilyn Sincaban Hospice Eligibility Physician 40.0 0 X 265726 0 34981 Dr Patricia Neuman Hospice/Palliative Physician 32.0 0 X 265119 0 30884 Hilary Bingol VP, Medical Services 40.0 0 X 214024 0 10343 3808879 0 375900 79 false true false Amergis Healthcare Staffing Inc 7223 Lee Deforest Drive Columbia MD 21046 Nurse staffing services 860529 UNIVERSITY OF WI HOSPITALCLINIC 600 HIGHLAND AVE MADISON WI 53792 THERAPIES & IMAGING SERVICES 701284 ST MARY'S HOSPITAL 700 S PARK ST MADISON WI 53715 THERAPIES & LAB SERVICES 429302 Core Medical Group 655 South Willow Street Suite 128 Manchester NH 03103 Nurse Staffing Services 422099 UW Medical Foundation 600 Highland Ave Madison WI 53792 Physician Services 265755 13 45827 4089313 0 0 4135140 Net patient service revenue 621610 103273562 103273562 Food service 623110 913682 912617 1065 Age at Home revenue 621610 1136098 1136098 Home Medical Equipment revenue 532283 2394417 2394417 Adult Day Center revenue 624120 570803 570803 23142 23142 0 0 108311704 199453 199453 0 0 848494 880405 -31911 0 -31911 -31911 0 Contracted services to affiliates 900099 4011018 4011018 Other revenue 900099 52511 52511 0 0 0 0 4063529 116677915 108363150 0 4179625 5700000 5700000 4184779 902821 3249494 32464 251538 251538 56492803 47731027 7439108 1322668 1449484 1219247 196451 33786 10115815 8509011 1371012 235792 4362860 3669860 591305 101695 272280 272280 47961 47961 4 4 585852 49676 536176 0 586763 128057 458706 994951 685861 309090 2239410 1538767 700643 2941295 2339386 601909 250316 196910 53406 239862 130858 109004 44741 35585 9156 330009 262475 67534 313373 249244 64129 Room and board expense 10930119 10930119 Medical supplies and equipment 4794968 4794968 Medications and infusion therapies 3485657 3485657 Patient related costs 5912294 5912294 1384522 1187889 196633 0 117911656 99659712 16525539 1726405 6583248 4783715 518245 542789 8872565 9512519 0 0 0 0 31760 27460 2021149 191858 0 0 318264 0 827679 0 0 0 120272740 1511475 139445650 16569816 10143751 3943404 292790 118519 0 0 2473000 5004042 12909541 9065965 X 110574345 7503851 15961764 0 126536109 7503851 139445650 16569816 X -1233741 49909 113437 0 -117961863 X false true true false X 4749870 2631751 3515189 3396808 4135140 18428758 73905454 76422049 87814827 100540021 108311704 446994055 0 0 0 78655324 79053800 91330016 103936829 112446844 465422813 1640177 1836563 3450465 3331204 4089313 14347722 0 0 0 0 0 0 1640177 1836563 3450465 3331204 4089313 14347722 451075091 22018 8808 43492 171650 199453 445421 0 22018 8808 43492 171650 199453 445421 0 2006710 2250250 2565917 3434957 4063529 14321363 80684052 81312858 93939425 107543436 116709826 480189597 0.93937 0.9417 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - CONTRACTED SERVICES, COLUMN A - 1950447.0, COLUMN B - 2187739.0, COLUMN C - 2538862.0, COLUMN D - 2542704.0, COLUMN E - 4011018.0, COLUMN F - 13230770.0; DESCRIPTION - OTHER REVENUE, COLUMN A - 56263.0, COLUMN B - 62511.0, COLUMN C - 27055.0, COLUMN D - 92253.0, COLUMN E - 52511.0, COLUMN F - 290593.0; DESCRIPTION - LIFE INSURANCE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 800000.0, COLUMN E - 0.0, COLUMN F - 800000.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15998133 32022 757329 8700 16778784 15561457 56027 438654 58005 15998133 16879110 40615 -1358268 0 15561457 16178243 40857 786307 126297 16879110 15643674 152790 385566 3787 16178243 0.609 0.3185 0.0725 false true true Interest in net assets of affiliates Due from affiliates Gravesites Right of Use - Operating Lease Due from affiliates 561335 Gravesites 1950 Right of Use - Operating Lease 948190 1511475 Federal Income Taxes Due to affiliates Security deposits Insurance Payable Third Party Settlements Lease Liability - Operating Lease Due to affiliates Security deposits Insurance Payable Third Party Settlements Lease Liability - Operating Lease Due to affiliates 3583179 Security deposits 68000 Insurance Payable 153058 Third Party Settlements 218771 Lease Liability - Operating Lease 981034 5004042 X 0 0 0 0 0 0 0 0 0 0 0 0 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. and Agrace Health, Inc. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The organization is included in the consolidated audited financial statements of Agrace Health, Inc., a related organization. Agrace Health, Inc.'s Fin 48 (ASC740) Footnote for the year ended December 31, 2024 reads as follows: The Organization is exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, the Organization has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Organization's Forms 990 have not been subject to examination by the Internal Revenue Service or the state of Wisconsin for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at December 31, 2024 and 2023. true Agrace Hospicecare Foundation Inc 5395 East Cheryl Parkway Fitchburg WI 53711 300001703 501 (c) (3) 5700000 Intended for Agrace Hospicecare Foundation, Inc.'s reserve account to be used as a contingency for future operations. 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE GRANT OF $5.7 MILLION WAS MADE TO AGRACE FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION AND SUPPORTING ORGANIZATION OF AGRACE HOSPICECARE INC, TO INCREASE THE RISK RESERVE ACCOUNT. OVERSIGHT OF THE USE OF THE GRANT FUNDS IS MONITORED BY THE AGRACE INVESTMENT COMMITTEE THROUGH REGULAR REPORTS ON THE RESERVE ACTIVIES AND THE INVESTMENT EARNINGS. AGRACE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF AGRACE HOSPICECARE INC; THEREFORE, AGRACE HOSPICECARE INC DIRECTLY BENEFITS FROM THE EARNINGS OF THE RISK RESERVE. X X X X X false true false false false false false false false Lynne Sexten President & CEO 500168 0 277383 0 89269 0 40800 0 16475 0 924095 0 63690 0 Jennifer Maurer Executive VP and Chief Financial Officer 323922 0 105355 0 4380 0 16800 0 13117 0 463574 0 0 0 Jennifer Flugaur Chief Quality Officer 212118 0 19780 0 4739 0 11479 0 34219 0 282335 0 0 0 Amie Goldman Chief Growth Officer 136675 0 91191 0 23643 0 10111 0 9326 0 270946 0 0 0 Jennifer Malak VP of Customer Access 141722 0 48909 0 4405 0 9709 0 2126 0 206871 0 0 0 Jamie Moen Chief Operating Officer 264387 0 0 0 762 0 0 0 27418 0 292567 0 0 0 Kari Potter VP, Human Resources 227672 0 41922 0 23777 0 17872 0 21184 0 332427 0 0 0 Hilary Bingol VP, Medical Services 213069 0 0 0 955 0 0 0 10343 0 224367 0 0 0 Dr Patricia Neuman Hospice/Palliative Physician 262569 0 0 0 2550 0 7835 0 23049 0 296003 0 0 0 Dr Holly Schaefer Hospice/Palliative Physician 230846 0 0 0 1187 0 1426 0 31460 0 264919 0 0 0 Dr Marilyn Sincaban Hospice Eligibility Physician 262033 0 0 0 3693 0 6000 0 28981 0 300707 0 0 0 Dr Geoffrey Smith Hospice/Palliative Physician 282241 0 0 0 7557 0 11642 0 24528 0 325968 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Lynne Sexten participated in a 457(f) plan. A distribution of $63,690 was made from the plan during 2024. A contribution in the amount of $27,000 was made to the plan during 2024. Lynne Sexten Officer of the organization 69396 Family member is an employee of the organization false Jennifer Flugaur Key employee of the organization 182142 Family member is an employee of the organization false Net assets in affiliates 2024-11-01 134457642 Book value 993390141 Agrace Health Inc 5395 E Cheryl Pkwy Fitchburg WI 53711 501(c)(3) Schedule N, Part II, Line 2a Interested person is a director or trustee of transferee org. LYNNE SEXTEN, PRESIDENT & CEO, KEN THOMPSON, CHAIR, JANE WIEDENBECK, VICE CHAIR, KELLY RITCHIE, TREASURER, AND MATTHEW RICHARDS, SECRETARY, ARE OFFICERS AND DIRECTORS FOR AGRACE HOSPICECARE INC. AND AGRACE HEALTH, INC. JENNIFER MAURER, EVP & CFO, IS AN OFFICER FOR AGRACE HOSPICECARE INC. AND AGRACE HEALTH, INC Schedule N, Part II, Line 2b Interested person is an employee of ind. contractor of transferee org. All Agrace Hospicecare, Inc. employees are employed by Agrace Health, Inc. as of 2025, including Lynne Sexten, President & CEO, and Jennifer Maurer, EVP & CFO. Form 990, Part I, Line 1 BRIEF MISSION lives in the comprehensive, compassionate care we provide to patients and families while aging or seriously ill. SIGNIFICANT MISSION-RELATED ACTIVITY TOOK PLACE IN 2024: In 2024, Agrace served a total of 5,567 individual patients and clients through its Hospice Care, Palliative Care, Age at Home and Adult Day Center programs. Agrace Earns No. 5 Large Employer Award:Agrace was named the #1 Top Workplace among large companies in Madison by the Wisconsin State Journal. Winners of the Top Workplaces list are chosen solely on feedback from an employee survey. Agrace introduces Dementia Support Services As more and more people are now caregiving for a loved one who has memory loss, Agrace introduced Dementia Support Services that can provide guidance long before a person is eligible for hospice care. The "Learning to Live with Dementia" education series helps people (and their families) who are living with early- to mid-stage Alzheimer's disease or other dementias and need answers about the illness, how to access care and planning for future care decisions. During an Agrace Care Consultation, Agrace's dementia support specialist meets with individuals in person or virtually to offer personalized information and guidance. Agrace Establishes Operations in Milwaukee County In late 2024, Agrace opened a new office in Wauwatosa, Wis. from which it would establish hospice care operations serving all of Milwaukee Countying beginning in January, 2025. With this expansion, Agrace is able to serve people living throughout southern Wisconsin all the way from the Mississippi River to Lake Michigan. Agrace Implements New, High-quality Spanish Translation of Agrace.org Having health information in your preferred language is vital, but most instant translation apps are not reliable enough for medical content. After months of research and testing, Agrace began using a high-quality website translation tool that allows users to instantly switch between English and espanol on Agrace.org by clicking in the upper right corner. Agrace Recognized as Recipient of Crystal Vision Award In celebration of Eye Donation Month, Agrace was recognized by the Lions Eye Bank of Wisconsin as a recipient of the 2024 Crystal Vision Award. In 2023, Agrace made a total of 27 donor referrals, helping recipients in Wisconsin, the United States, and worldwide-including individuals in Egypt and Morocco. This award is presented annually to hospices, hospitals and other community partners who demonstrate outstanding commitment and dedication to furthering the mission of giving the gift of sight, through organ and tissue donation. Agrace Named Partner of Solace Friends Inc. Agrace is proud to be one of four hospice providers supporting Solace Home, a newly opened adult family home in Madison for individuals with terminal illnesses who are unhoused or facing housing insecurity. This four-bedroom facility, created by Solace Friends, ensures compassionate end-of-life care for those in need. Agrace remains committed to expanding access to hospice care, regardless of financial or housing circumstances. Form 990, Part III, Line 1 ORGANIZATION'S MISSION AGRACE HOSPICECARE PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE ORGANIZATION'S CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. SUCH PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AT THE TIME THEY ENROLL IN THE PROGRAM OR SUBSEQUENT CHANGES TO THEIR FINANCIAL CIRCUMSTANCES. BECAUSE THE ORGANIZATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE. AGRACE HOSPICECARE'S MISSION, "Providing personalized care and support, where and when you need it, for life's changing health needs ," IS FULFILLED BY THE COMPREHENSIVE, COMPASSIONATE CARE WE PROVIDE TO PATIENTS AND FAMILIES FACED WITH LIFE-LIMITING ILLNESS, HELPING THEM TO LIVE AS FULLY AS THEY CAN UNTIL THE END OF LIFE. IN 2024, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $653,836. MOST PATIENTS AND FAMILIES WANT TO RECEIVE CARE AT HOME. Most AGRACE SERVICES ARE DELIVERED IN PATIENTS' HOMES OR IN HOMELIKE SETTINGS SUCH AS COMMUNITY-BASED RESIDENTIAL FACILITIES, ASSISTED LIVING FACILITIES AND NURSING HOMES. AGRACE ALSO MAKES HOSPICE SERVICES AVAILABLE TO PATIENTS IN HOSPITAL SETTINGS. AGRACE PROVIDES ALL LEVELS OF CARE TO OUR PATIENTS AND MAINTAINS an INPATIENT UNIT FOR ACUTE, RESIDENTIAL AND RESPITE CARE, as well as hospice memory care. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 2,251,392 including grants of $)(Revenue $ 4,816) COMMUNITY Education - AS THE Community's Nonprofit HOSPICE, AGRACE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO serious illness, DEATH, DYING, CARE GIVING, and GRIEF. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN 2024, 180 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 3,283 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 4a-4c Description of program services (Expenses $ 1,723,583 including grants of $)(Revenue $ 1,136,098) Agrace Age at Home, LLC is a disregarded entity that was established in 2018 to help Dane County seniors live independently as they age. Services are provided in the client's home to support independence: personal care, housekeeping, cooking, errands, companionship, exercise support, medication reminders and much more. Agrace Age at Home serves both hospice and non-hospice clients. In 2024, Age at Home caregivers served 154 clients and provided more than 23,870 hours of in-home care. In November 2024, Agrace Health, Inc. became the member of Age at Home. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 1,591,980 including grants of $)(Revenue $ 23,142) SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2024, AGRACE PROVIDED GRIEF SERVICES TO 3,870 community members - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE PROVIDES GRIEF SERVICES THROUGH GRIEF SUPPORT GROUPS, HOLIDAY REMEMBRANCE PROGRAMS, AND THE COMMUNITY TRAUMATIC DEATH RESPONSE TEAM. THESE PROGRAMS ARE OFFERED FOR A NOMINAL FEE, AND GRIEF SUPPORT GROUPS ARE OPEN TO ANYONE IN THE COMMUNITY EXPERIENCING GRIEF DUE TO A DEATH, NOT JUST TO PATIENTS AND FAMILIES SERVED BY AGRACE. In 2024, Agrace's Community Grief Team also provided 21 educational presentations to 357 people. Audiences included university students, faith leaders, alcohol/drug treatment participants, senior center attendees, area therapists, community organizations and community members. BUTTERFLY AND BRICK MEMORIALS ARE AVAILABLE FOR INDIVIDUALS TO MEMORIALIZE OR HONOR THE LIFE OF A LOVED ONE. ALTHOUGH PROVIDING GRIEF SUPPORT IS REQUIRED BY STATE AND FEDERAL REGULATIONS, GRIEF SUPPORT SERVICES ARE NOT COVERED BY INSURANCE, MEDICARE, OR MEDICAID REIMBURSEMENT. AGRACE PROVIDES THESE SERVICES BECAUSE THE ORGANIZATION BELIEVES THEY ARE CRITICAL TO HELPING FAMILIES RETURN TO FUNCTIONAL LIVING AFTER THEIR LOSS. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 1,143,623 including grants of $)(Revenue $ 570,803) Agrace Adult Day Center, LLC is a disregarded entity that was established in 2020. In July 2021, Agrace opened its doors to a freestanding Adult Day Center located at 1702 W. Beltline Highway, Madison. The Center is a safe, supportive place for older adults who need companionship and help with daily activities. As clients enroll at the Center, they have a functional assessment to help our staff understand their needs and interests so what they like can be woven into their daily activities. In 2024, the Center provided daytime care to 120 clients. In November 2024, Agrace Health, Inc. became the member of Agrace Adult Day Center. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee is composed of 5 members of the board. The committee has the authority to review and establish the CEO contract, executive level compensation and supplemental retirement plans, assess board and officer composition, recruitment and performance, and update board policies and procedures. Form 990, Part VI, Line 4 Significant changes to organizational documents Agrace Health, Inc. became the sole member of Agrace Hospicecare, Inc. effective November 1, 2024. 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, community committee members, 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 Manager. The Controller and Governance Manager determine whether a potential conflict exists based on the completed questionnaires submitted by each interested person. The result of that determination is reviewed with the CFO and CEO and approved by the Agrace Board. 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 VP, Human Resources 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 2024. Form 990, Part VI, Line 15b Process to establish compensation of other employees Every other year the organization gathers market data for compensation of the executive leadership team. This data includes benchmarks of national, regional, and local compensation that are provided from independent compensation surveys. Executive leadership pay is adjusted based on: 1) years of experience; 2) performance; and 3) market data for the 65th percentile of total compensation for the position. The VP, Human Resources 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 2023. Form 990, Part VI, Line 19 Required documents available to the public These documents may be made available to the public upon receipt of a written request. Form 990, Part VIII, Line 2f Other Program Service Revenue Community Bereavement Revenue - Total Revenue: 23142, Related or Exempt Function Revenue: 23142, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN INTEREST IN NET ASSETS OF AFFILIATES - -XXX-XX-XXXX; Total - -XXX-XX-XXXX; AGRACE PALLIATIVE CARE LLC 5395 E CHERYL PKWY Fitchburg WI 53711 383896153 PALLIATIVE CARE SERVICES WI 532602 0 Agrace Health Inc Age at Home LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 824901018 Personal care services WI 1136098 0 Agrace Health Inc Agrace HME LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 841820255 Home Medical Equipment WI 2394417 0 Agrace Health Inc Agrace Adult Day Center LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 853795733 Adult day center WI 570803 0 Agrace Health Inc AGRACE HOSPICECARE FOUNDATION INC 5395 E CHERYL PKWY Fitchburg WI 53711 300001703 FUNDRAISING WI 501(c)(3) Type I Agrace Health Inc false AGRACE HOSPICECARE HOLDINGS INC 5395 E CHERYL PKWY Fitchburg WI 53711 300001715 PROPERTY HOLDING WI 501(c)(3) Type I Agrace Health Inc false AGRACE HEALTH INC 5395 E CHERYL PARKWAY Fitchburg WI 53711 993390141 HEALTHCARE WI 501(c)(3) 10 NA false false true true true true false false false false false true true true true true true true true false Agrace HospiceCare Foundation B 5700000 Board approved designation Agrace HospiceCare Foundation C 4089313 Reimbursement for actual expenditures Agrace HospiceCare Foundation D 394033 Per intercompany agreement Agrace HospiceCare Holdings K 2218115 Per intercompany agreement Agrace HospiceCare Foundation O 2801289 Wages of employees dedicated to Foundation Agrace HospiceCare Holdings O 213865 Estimate of time and actual salary Agrace Hospicecare Holdings D 167302 Per intercompany agreement