2017-07-07T10:01:02-05:00 2016-12-31 350921680 CROWE HORWATH LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2016-01-01 391319537 Agrace HospiceCare Inc AGRA 6082764660 5395 E Cheryl Parkway Fitchburg WI 53711 Lynne Sexten President/CEO 2017-07-07 true Nicole Bencik P00756195 3128997000 2016 2021-01-29 14:40:06Z X Lynne Sexten 5395 E Cheryl Parkway Fitchburg WI 53711 59127228 false X www.agrace.org X 1978 WI Our mission, "Partnering with patients and families to improve quality of life throughout serious illness," lives in the comprehensive, compassionate care we provide to patients (continued on Schedule O) 17 16 765 810 0 0 1638800 2112147 49702915 53870336 92380 13317 1624797 1651223 53058892 57647023 1415200 5335094 0 34845286 39157304 0 786758 16148312 17293218 52408798 61785616 650094 -4138593 74276870 77971055 4887114 5648478 69389756 72322577 X AGRACE HOSPICECARE'S MISSION IS PARTNERING WITH PATIENTS AND FAMILIES TO IMPROVE QUALITY OF LIFE THROUGHOUT SERIOUS ILLNESS. AGRACE HOSPICECARE'S VISION IS TO LEAD THE EVOLUTION OF HOSPICE AND PALLIATIVE CARE THROUGH INNOVATION, EDUCATION AND ACCESS-ONE PATIENT, ONE FAMILY, ONE COMMUNITY AT A TIME. (CONTINUED IN SCHEDULE O) false false 42404427 0 53265893 CLINICAL PATIENT CARE - AGRACE HOSPICECARE OFFERS THE MOST COMPREHENSIVE END-OF-LIFE CARE AVAILABLE. PATIENTS AND FAMILIES SERVED BY AGRACE HOSPICECARE ARE PROVIDED THE EXPERT HELP OF A COMPASSIONATE TEAM OF END-OF-LIFE PROFESSIONALS INCLUDING: NURSES, CERTIFIED NURSING ASSISTANTS, SOCIAL WORKERS, SPIRITUAL & GRIEF COUNSELORS, VOLUNTEERS, PHYSICIANS AND PHARMACISTS. THE HOSPICE CARE TEAM ASSESSES THE UNIQUE NEEDS OF EACH PATIENT AND FAMILY. WORKING TOGETHER, AGRACE HOSPICECARE STAFF, TRAINED VOLUNTEERS, AND THE PATIENT'S PHYSICIAN DELIVER COMPREHENSIVE CARE FOCUSED ON HELPING THE PATIENT AND THEIR FAMILY LIVE LIFE TO THE FULLEST. IN 2016, THE ORGANIZATION PROVIDED APPROXIMATELY $3,660,000 OF COMMUNITY BENEFIT. 5320094 5320094 0 AGRACE HOSPICECARE PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE ORGANIZATION'S CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. SUCH PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AT THE TIME THEY ENROLL IN THE PROGRAM OR SUBSEQUENT CHANGES TO THEIR FINANCIAL CIRCUMSTANCES. BECAUSE THE ORGANIZATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE. IN 2016, AGRACE HOSPICECARE GRANTED $600,000 TO AGRACE FOUNDATION TOWARDS THE $15 MILLION ENDOWMENT CAMPAIGN THAT WAS STARTED TO PROVIDE ONGOING FINANCIAL SUPPORT TOWARDS THAT MISSION. IN 2016, AGRACE HOSPICECARE TRANSFERRED FUNDS TOTALING $4,720,094 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION. 1631339 0 604443 AGRACE HOSPICECARE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2016, 810 SPECIALLY TRAINED VOLUNTEERS PROVIDED 40,600 HOURS OF SERVICE. BECAUSE OF THIS SUPPORT, AGRACE HOSPICECARE IS ABLE TO DEFER SOME STAFFING COSTS AND CONTINUE TO PROVIDE COMPASSIONATE, EXPERT CARE TO PATIENTS AND FAMILIES. SOME OF THE VOLUNTEER POSITIONS INCLUDE IN-HOME AND RESIDENTIAL PATIENT AND FAMILY VOLUNTEER; GRIEF SERVICES, ADMINISTRATIVE OFFICE WORK, FLOWER ROOM AND KITCHEN VOLUNTEER; VIGIL PROGRAM; AND AGRACE HOSPICECARE CAMPUS GREETER. FOOD SERVICE: AGRACE HOSPICECARE EMPLOYS TALENTED CHEFS TO PROVIDE OUR PATIENTS AND FAMILIES COMFORTING MEALS COOKED WITH LOCALLY GROWN, OFTEN ORGANIC FRESH PRODUCE, MEATS AND HERBS. STAFF DIETICIANS WORK WITH THE KITCHEN STAFF TO PREPARE MEALS THAT PROVIDE SUSTENANCE AND COMFORT TO PATIENTS. SOMETIMES A PATIENT WILL NOT BE ABLE TO DIGEST SOLID FOODS, BUT SMALL MEALS CAN BE PREPARED FOR THEM TO ENJOY THE COMFORTS OF THE SMELLS THAT MEALS PROVIDE. IN ADDITION TO PATIENT AND FAMILY MEALS, AGRACE HOSPICECARE FOOD SERVICES MAKES FRESH BAKED GOODS, COFFEE AND TEA AVAILABLE FOR PURCHASE BY STAFF, VOLUNTEERS, GUESTS, EDUCATIONAL EVENT ATTENDEES AND GRIEF SUPPORT GROUPS. 1057129 0 34543 COMMUNITY EDUCATION - AS THE COMMUNITY'S HOSPICE, AGRACE HOSPICECARE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO DEATH, DYING, CARE GIVING, GRIEF AND LOSS. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN 2016, 156 NURSING STUDENTS, MEDICAL STUDENTS, RESIDENTS AND FELLOWS, 11 PHARMACY STUDENTS AND 16 STUDENTS FROM OTHER HEALTH CARE PROFESSIONS PARTICIPATES IN ROTATIONS AT AGRACE. SINCE THE INITIATION OF THE AGRACE ROTATION PROGRAM IN 1995, APPROXIMATELY 2,045 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. 978375 0 0 SPIRITUAL & GRIEF SERVICES - AGRACE HOSPICECARE'S SPIRITUAL & GRIEF COUNSELING PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2016, AGRACE HOSPICECARE PROVIDED GRIEF SERVICES TO MORE THAN 11,000 INDIVIDUALS, BOTH CHILDREN AND ADULTS. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE HOSPICECARE PROVIDES GRIEF SERVICES THROUGH GRIEF SUPPORT GROUPS, HOLIDAY REMEMBRANCE PROGRAMS, AND THE COMMUNITY TRAUMATIC DEATH RESPONSE TEAM. THESE PROGRAMS ARE OFFERED AT NO CHARGE, AND GRIEF SUPPORT GROUPS ARE OPEN TO ANYONE IN THE COMMUNITY EXPERIENCING GRIEF DUE TO A DEATH, NOT JUST TO PATIENTS AND FAMILIES SERVED BY AGRACE HOSPICECARE. BUTTERFLY AND BRICK MEMORIALS ARE AVAILABLE FOR INDIVIDUALS TO MEMORIALIZE OR HONOR THE LIFE OF A LOVED ONE. ALTHOUGH PROVIDING GRIEF SUPPORT IS REQUIRED BY STATE AND FEDERAL REGULATIONS, GRIEF SUPPORT SERVICES ARE NOT COVERED BY INSURANCE, MEDICARE OR MEDICAID REIMBURSEMENT. AGRACE PROVIDES THESE SERVICES BECAUSE THE ORGANIZATION BELIEVES THEY ARE CRITICAL TO HELPING FAMILIES RETURN TO FUNCTIONAL LIVING AFTER THEIR LOSS. 15000 15000 0 MINORITY CERTIFIED NURSING ASSISTANT (CNA) SCHOLARSHIP - THE MINORITY CNA SCHOLARSHIP PROGRAM IS FOR HIGH SCHOOL SENIORS OF COLOR WHO WANT TO PURSUE A NURSING ASSISTANT CERTIFICATION AT MADISON COLLEGE. THE SCHOLARSHIP FUNDS CNA EDUCATION, TRAINING AND CERTIFICATION, AND PROVIDES THE OPPORTUNITY FOR A CNA JOB WITH AGRACE ONCE THE SCHOLAR'S CERTIFICATION IS COMPLETE. 2050504 15000 34543 51406364 true true false true false false false true false true true false false true true true false true false false false false false false false false false true true true false false false false false false false false false false false false true true true true false false true 114 0 true 765 true false false false false false false false false false false X 17 16 true false false false false false false true true false false true true true true true true true true false WI X Jennifer Maurer 6082764660 5395 EAST CHERYL PARKWAY Fitchburg WI 53711 Michael F Fitzpatrick Chair 1.0 1.0 X X 0 0 0 David Cullen Past Chair 1.0 1.0 X X 0 0 0 Christopher Queram Treasurer 1.0 1.0 X X 0 0 0 Ann Sheehy MD Secretary 1.0 1.0 X X 0 0 0 Lynne Sexten (formerly Myers) President / CEO 30.0 10.0 X X 432828 0 58620 Julia Arata-Fratta Director 1.0 1.0 X 0 0 0 Lou Bernhardt MD Director 1.0 2.0 X 0 0 0 Dr Toby Campbell Director 1.0 1.0 X 0 0 0 Mike Dallman Director 1.0 1.0 X 0 0 0 Brian Happ Director 1.0 1.0 X 0 0 0 Erik Johnson Director 1.0 1.0 X 0 0 0 David Kruger Director 1.0 1.0 X 0 0 0 Everett Mitchell Director 1.0 1.0 X 0 0 0 Ken Thompson Director 1.0 1.0 X 0 0 0 Dr Pamela Wetzel Director 1.0 1.0 X 0 0 0 SHARON CHAMBERLAIN DIRECTOR 1.0 1.0 X 0 0 0 GORDON DERZON DIRECTOR 1.0 1.0 X 0 0 0 LAURA DOUGLASS DIRECTOR- PARTIAL YEAR 1.0 1.0 X 0 0 0 MARION WOZNIAK DIRECTOR- PARTIAL YEAR 1.0 1.0 X 0 0 0 Julia Houck Chief Administrative Officer 35.0 5.0 X 217896 0 48682 Jennifer Maurer Chief Financial Officer 30.0 10.0 X 219895 0 20711 Pamela Edwards Chief Clinical Officer 40.0 X 188613 0 3386 Brian Tennant Chief Information Officer 40.0 X 200266 0 37306 Marcia Whittington Chief Development Officer 5.0 35.0 X 0 173652 23726 Dr Dena Green CMO - PARTIAL YEAR/Physician 40.0 X 239448 0 34984 Dr Bryan Atkinson Hospice Physician 36.0 X 206007 0 29388 Dr Kathy Williams Hospice Physician 40.0 X 157495 0 15525 Traci Raether Director of Clinical Operations, Homecare 40.0 X 155986 0 33407 Dr Karen Berger Hospice Physician 40.0 X 143305 0 18660 Jane Quinn Chief Compliance Officer 40.0 X 142791 0 17642 2304530 173652 342037 12 false true false UW HOSPITAL & CLINICS DRAWER 853 MILWAUKEE WI 53278 THERAPIES & IMAGING SERVICES 1049040 RYAN BROTHERS 922 S PARK ST MADISON WI 53715 AMBULANCE SERVICE 243048 CHARTWELL MIDWEST-WISCONSIN PO BOX 78804 MILWAUKEE WI 53278 INFUSION THERAPIES 200158 RTG MEDICAL 1005 E 23RD ST STE 200 FREMONT NE 68025 NURSE STAFFING SERVICES 127420 CREATIVE HEALTHCARE PO BOX 2295 DEL MAR CA 92014 CONSULTING SERVICE 118355 6 148712 1948805 14630 7290 2112147 Net patient service revenue 623990 53265893 53265893 Food service 623990 604443 604443 0 0 0 0 53870336 20140 20140 0 0 1473381 1480205 -6824 0 -6823 -6823 Contracted services to affiliates 900099 1616680 1616680 Other revenue 900099 34543 34543 0 0 0 0 1651223 57647023 53904879 0 1629997 5320094 5320094 15000 15000 1883858 470780 1231856 181222 30158255 24831386 4836925 489944 783444 645064 125652 12728 4072634 3353283 653188 66163 2259113 1860085 362327 36701 53818 1655 52163 60801 60801 10566 10566 213642 22820 190822 0 606431 19389 587042 337330 183867 153463 827472 658486 168986 1856025 1476988 379037 214650 179699 34951 190543 151630 38913 263252 209491 53761 Room and board expense 2525825 2525825 Medical supplies and equipment 2878890 2878890 Medications and infusion therapies 2234848 2234848 Patient related costs 2514850 2514850 2504275 1852234 652041 0 61785616 51406364 9592494 786758 6262956 5151409 1628412 337000 0 0 6277010 9090795 0 0 0 61049 40185 645586 849242 840592 751987 88605 88605 4217203 259943 0 0 55096049 62153876 74276870 77971055 4536677 5105683 133947 245670 216490 297125 4887114 5648478 X 63930556 65816611 4194162 4247256 1265038 2258710 69389756 72322577 74276870 77971055 X -4138593 52579 267942 6750893 X false true X true false X 938597 2790755 1459110 1638800 2112147 8939409 45440910 48247764 46685751 49702915 53870336 243947676 28261 28261 0 0 46407768 51038519 48144861 51341715 55982483 252915346 534109 592940 1286116 1517005 1948805 5878975 0 0 0 0 0 0 534109 592940 1286116 1517005 1948805 5878975 247036371 2126 7298 49289 84266 20140 163119 0 2126 7298 49289 84266 20140 163119 0 1528098 1266340 1433085 1624797 1651223 7503543 47937992 52312157 49627235 53050778 57653846 260582008 0.9480 0.9704 0.0006 0.0006 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - CONTRACTED SERVICES, COLUMN A - 1468968.0, COLUMN B - 1222308.0, COLUMN C - 1427508.0, COLUMN D - 1592062.0, COLUMN E - 1616680.0, COLUMN F - 7327526.0; DESCRIPTION - OTHER REVENUE, COLUMN A - 59130.0, COLUMN B - 44032.0, COLUMN C - 5577.0, COLUMN D - 32735.0, COLUMN E - 34543.0, COLUMN F - 176017.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 925 925 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Per IRS definitions, 3.76% of NHPCO provider dues are classified as expenses used for lobbying purposes. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Per IRS definitions, 3.76% of NHPCO provider dues are classified as expenses used for lobbying purposes. 0 88605 X X Provide welcoming environment false 2867352 1596797 4464149 182766 2684586 2867352 126600 56166 182766 84453 42147 0 0 0 0 126600 62026 22427 0 0 0 0 84453 0.4933 0.5067 0.0 false true true 1200 1200 0 542226 542226 0 297166 208561 88605 88605 Net interest in affliliates Due from affiliates Cash surrender value of life insurance Gravesites Interest in net assets of affiliates 61571201 Due from affiliates 567674 Cash surrender value of life insurance 9801 Gravesites 5200 62153876 Due to affiliates Security deposits Due to affiliates 297125 297125 X Schedule D, Part III, Line 4 Collections of art - description of collections THE ORGANIZATION'S COLLECTIONS CONSIST PRIMARILY OF WORKS OF ART THAT ARE ON DISPLAY IN PUBLIC SPACES AS WELL AS PATIENT ROOMS AT THE FACILITIES OWNED BY Agrace HOSPICECARE HOLDINGS AND OPERATED BY Agrace HOSPICECARE, INC. THESE WORKS OF ART ARE USED TO PROVIDE A WELCOMING, THERAPEUTIC, HOME LIKE ENVIRONMENT TO Agrace HOSPICECARE, INC. PATIENTS AND FAMILIES IN FURTHERANCE OF THE ORGANIZATION'S MISSION OF ENHANCING THE QUALITY OF LIFE AT THE END OF LIFE. THE ARTWORK REPRESENTS EACH OF THE MANY CULTURES OF THE PEOPLE LIVING IN SOUTH CENTRAL WISCONSIN. THE FAMILIARITY OF THE PIECES HELPS PATIENTS AND THEIR FAMILIES FEEL MORE COMFORTABLE IN OUR HEALTHCARE FACILITY. Schedule D, Part V, Line 4 Intended uses of endowment funds Agrace Hospicecare Foundation, a related tax-exempt entity, holds endowments for the purpose of providing support to Agrace HospiceCare, Inc. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization is exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, the Organization has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50 percent likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. Due to its tax-exempt status, the Organization is not subject to U.S. federal income tax or state income tax. The Organization's Form 990 has not been subject to examination by the Internal Revenue Service or the state of Wisconsin for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at December 31, 2016 or 2015. true Agrace HospiceCare Foundation Inc 5395 E Cheryl Pkwy Fitchburg WI 53711 300001703 501(c)(3) 5320094 $600,000 - Intended for Agrace HospiceCare Foundation, Inc.'s Care for All Endowment Campaign, a fundraising effort to establish an endowment where the earnings will cover the cost of Charity Care services provided by Agrace HospiceCare, Inc. to the community. $4,720,094 - Intercompany cash transfer from Agrace HospiceCare, Inc. to Agrace HospiceCare Foundation, Inc.'s risk reserve investment account. 1 0 NEW MINORITY CNA SCHOLARSHIP PROGRAM 8 15000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. This grant is intended for Agrace HospiceCare Foundation, Inc.'s Care for All Campaign Endowment Funds. Agrace HospiceCare, Inc. receives regular reports on the endowment activities and directly benefits from the earnings of the endowment to cover charity care costs. X X X X false true false false false true false false false Lynne Sexten (formerly Myers) President / CEO 342072 0 89856 0 900 0 37600 0 21020 0 491448 0 0 0 Julia Houck Chief Administrative Officer 191145 0 25030 0 1721 0 21974 0 26708 0 266578 0 0 0 Jennifer Maurer Chief Financial Officer 204753 0 14499 0 643 0 11868 0 8843 0 240606 0 0 0 Pamela Edwards Chief Clinical Officer 187224 0 0 0 1389 0 3000 0 386 0 191999 0 0 0 Brian Tennant Chief Information Officer 168260 0 31198 0 808 0 11280 0 26026 0 237572 0 0 0 Marcia Whittington Chief Development Officer 0 159634 0 13520 0 498 0 8262 0 15464 0 197378 0 0 Dr Dena Green CMO - PARTIAL YEAR/Physician 221125 0 17204 0 1119 0 9796 0 25188 0 274432 0 0 0 Dr Bryan Atkinson Hospice Physician 204982 0 0 0 1025 0 3534 0 25854 0 235395 0 0 0 Dr Kathy Williams Hospice Physician 156755 0 0 0 740 0 0 0 15525 0 173020 0 0 0 Traci Raether Director of Clinical Operations, Homecare 149556 0 5725 0 705 0 6328 0 27079 0 189393 0 0 0 Dr Karen Berger Hospice Physician 141407 0 0 0 1898 0 5831 0 12829 0 161965 0 0 0 Jane Quinn Chief Compliance Officer 137382 0 4198 0 1211 0 5854 0 11788 0 160433 0 0 0 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 2016. A contribution in the amount of $27,000 was made to the plan during 2016. Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization A management bonus plan is determined in part by two factors: company operating margin performance and individual employee performance. Form 990, Part I, Line 1 BRIEF MISSION AND FAMILIES FACED WITH LIFE-LIMITING ILLNESS, HELPING THEM TO LIVE AS FULLY AS THEY CAN. SIGNIFICANT MISSION-RELATED ACTIVITY TOOK PLACE IN 2016: AFFILIATION: In April, Agrace joined a new affiliation with two major health systems in southern Wisconsin, UW Health and UnityPoint Health. The goal of the agreement is to collaborate to more effectively serve patients' needs at the end of life-which clearly aligns with Agrace's mission and vision. The affiliation gives our clinical leaders a chance to work together with UW Health and UnityPoint to help make palliative care and hospice services a more common part of patients' care planning. EXPANDING MISSION AND VISION: IN February 2016, Agrace continued to expand our reach into underserved areas by beginning to provide service in eastern Richland County, Wisconsin, where the latest Medicare data indicate that, on average, only 24 percent of Medicare beneficiaries in Richland County received hospice care in 2013 in the last six months of life, compared with 58 percent in Dane County that same year. After 39 years of providing quality hospice care in Wisconsin, Agrace expanded across the state line in 2016. We opened an office building at 7290 Argus Drive in Rockford, Illinois, and are now serving patients in several counties in northern Illinois. In December, 2016, Agrace completed a successful survey from the Accreditation Commission for Health Care (ACHC) Review Board and achieved Accreditation Status for our new Rockford, Illinois office. Agrace is now licensed to serve Medicare patients in the state of Illinois through 2019. EXPANDING GRIEF SUPPORT In 2016, Agrace received board approval and began planning for a free-standing Grief Support Center in Madison that is slated to open in July, 2017. BEST PLACE TO WORK: Agrace was named a Best Place to Work by Madison Magazine with special commendation for our efforts to increase diversity. Form 990, Part III, Line 1 ORGANIZATION'S MISSION AGRACE HOSPICECARE PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER THE ORGANIZATION'S CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ESTABLISHED RATES. SUCH PATIENTS ARE IDENTIFIED BASED ON FINANCIAL INFORMATION OBTAINED FROM THE PATIENT AT THE TIME THEY ENROLL IN THE PROGRAM OR SUBSEQUENT CHANGES TO THEIR FINANCIAL CIRCUMSTANCES. BECAUSE THE ORGANIZATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE. AGRACE HOSPICECARE'S MISSION, "PARTNERING WITH PATIENTS AND FAMILIES TO IMPROVE QUALITY OF LIFE THROUGHOUT SERIOUS ILLNESS," IS FULFILLED BY THE COMPREHENSIVE, COMPASSIONATE CARE WE PROVIDE TO PATIENTS AND FAMILIES FACED WITH LIFE-LIMITING ILLNESS, HELPING THEM TO LIVE AS FULLY AS THEY CAN UNTIL THE END OF LIFE. IN 2016, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $602,556. MOST PATIENTS AND FAMILIES WANT TO RECEIVE CARE AT HOME. MORE THAN 90 PERCENT OF AGRACE HOSPICECARE SERVICES ARE DELIVERED IN PATIENTS' HOMES OR IN HOMELIKE SETTINGS SUCH AS COMMUNITY-BASED RESIDENTIAL FACILITIES, ASSISTED LIVING FACILITIES AND NURSING HOMES. AGRACE HOSPICECARE ALSO MAKES HOSPICE SERVICES AVAILABLE TO PATIENTS IN HOSPITAL SETTINGS. AGRACE HOSPICECARE PROVIDES ALL LEVELS OF CARE TO OUR PATIENTS AND MAINTAINS TWO INPATIENT UNITS FOR ACUTE AND RESPITE CARE IN ADDITION TO HAVING A RESIDENCE ON THE AGRACE MADISON CAMPUS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,057,129 including grants of $ 0)(Revenue $ 34,543) COMMUNITY EDUCATION - AS THE COMMUNITY'S HOSPICE, AGRACE HOSPICECARE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO DEATH, DYING, CARE GIVING, GRIEF AND LOSS. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN 2016, 156 NURSING STUDENTS, MEDICAL STUDENTS, RESIDENTS AND FELLOWS, 11 PHARMACY STUDENTS AND 16 STUDENTS FROM OTHER HEALTH CARE PROFESSIONS PARTICIPATES IN ROTATIONS AT AGRACE. SINCE THE INITIATION OF THE AGRACE ROTATION PROGRAM IN 1995, APPROXIMATELY 2,045 STUDENTS, INTERNS, RESIDENTS, FELLOWS AND WORKING HEALTH CARE PROFESSIONALS FROM INSTITUTIONS OF HIGHER LEARNING HAVE COMPLETED AN EDUCATIONAL EXPERIENCE AT AGRACE. AGRACE RECEIVES NO REIMBURSEMENT FOR THESE ROTATIONS WITH THE EXCEPTION OF AN ANNUAL STIPEND FROM THE UW-MADISON SCHOOL OF PHARMACY. Form 990, Part III, Line 4d Description of other program services (Expenses $ 978,375 including grants of $ 0)(Revenue $ 0) SPIRITUAL & GRIEF SERVICES - AGRACE HOSPICECARE'S SPIRITUAL & GRIEF COUNSELING PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2016, AGRACE HOSPICECARE PROVIDED GRIEF SERVICES TO MORE THAN 11,000 INDIVIDUALS, BOTH CHILDREN AND ADULTS. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE HOSPICECARE PROVIDES GRIEF SERVICES THROUGH GRIEF SUPPORT GROUPS, HOLIDAY REMEMBRANCE PROGRAMS, AND THE COMMUNITY TRAUMATIC DEATH RESPONSE TEAM. THESE PROGRAMS ARE OFFERED AT NO CHARGE, AND GRIEF SUPPORT GROUPS ARE OPEN TO ANYONE IN THE COMMUNITY EXPERIENCING GRIEF DUE TO A DEATH, NOT JUST TO PATIENTS AND FAMILIES SERVED BY AGRACE HOSPICECARE. BUTTERFLY AND BRICK MEMORIALS ARE AVAILABLE FOR INDIVIDUALS TO MEMORIALIZE OR HONOR THE LIFE OF A LOVED ONE. ALTHOUGH PROVIDING GRIEF SUPPORT IS REQUIRED BY STATE AND FEDERAL REGULATIONS, GRIEF SUPPORT SERVICES ARE NOT COVERED BY INSURANCE, MEDICARE OR MEDICAID REIMBURSEMENT. AGRACE PROVIDES THESE SERVICES BECAUSE THE ORGANIZATION BELIEVES THEY ARE CRITICAL TO HELPING FAMILIES RETURN TO FUNCTIONAL LIVING AFTER THEIR LOSS. Form 990, Part III, Line 4d Description of other program services (Expenses $ 15,000 including grants of $ 15,000)(Revenue $ 0) MINORITY CERTIFIED NURSING ASSISTANT (CNA) SCHOLARSHIP - THE MINORITY CNA SCHOLARSHIP PROGRAM IS FOR HIGH SCHOOL SENIORS OF COLOR WHO WANT TO PURSUE A NURSING ASSISTANT CERTIFICATION AT MADISON COLLEGE. THE SCHOLARSHIP FUNDS CNA EDUCATION, TRAINING AND CERTIFICATION, AND PROVIDES THE OPPORTUNITY FOR A CNA JOB WITH AGRACE ONCE THE SCHOLAR'S CERTIFICATION IS COMPLETE. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Ken Thompson and Erik Johnson - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body The Controller and CFO performed a detailed review of Form 990 and the related schedules prior to filing the return. This included verification of all amounts for accuracy and completeness. The form and schedules were also reviewed for content, presentation and reasonableness. The entire Form 990 is made available to the entire executive leadership team and an entity specific highlights summary is provided. The entire Form 990 is provided to the entire Board of Directors prior to filing and is accompanied by a 990 highlight summary. The audit committee reviewed the Form 990 and related schedules for reasonableness. The Controller prepared a detailed summary of the Form 990 that was presented to the board of directors by 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 Standards of Conduct, including the conflict of interest policy/statement. Interested persons are required to disclose potential or actual conflicts with the organization in writing via the annual questionnaire distributed electronically to each interested person. When a disclosure arises, the person shall promptly make disclosure of the interest to the governing board or committee. After disclosure and discussion the interested person shall leave the governing board or committee meeting while the determination of a conflict of interest is further discussed and voted upon by the remaining disinterested governing board or committee members. Once an actual conflict of interest exists with respect to a particular contract, transaction or arrangement the disinterested members of the board exercise due diligence to determine whether said contract, transaction or arrangement is reasonable. The conflict of interest questionnaires are reviewed by the Controller and Governance Coordinator. The Controller and Governance Coordinator determine whether a potential conflict exists based on the completed questionnaires submitted by each interested person. The results of that determination is reviewed with the CFO and CEO. Form 990, Part VI, Line 15a Process to establish compensation of top management official Each year the organization gathers market data for determining compensation of the chief executive officer. This includes benchmarks of national, regional, and local compensation that are provided from independent compensation surveys. The chief administrative officer presents this information to the executive committee of the board, along with pertinent 990 compensation reporting by similar sized non-profit hospices. Based on this information, the executive committee sets and approves the compensation package for the chief executive officer for the year and contemporaneously documents their approval in writing. THIS PROCESS WAS LAST UNDERTAKEN FEBRUARY 2016. Form 990, Part VI, Line 15b Process to establish compensation of other employees Each year the organization gathers market data for compensation of the executive leadership team. This data includes benchmarks of national, regional, and local compensation that are provided from independent compensation surveys. Executive leadership pay is adjusted based on: 1) years of experience; 2) performance; and 3) market data for the 65th percentile of total compensation for the position. The chief administrative officer presents the market data information to the executive committee of the board. Based on this information, the executive committee of the board approves the compensation package for the executive leadership team and documents their approval in writing. THIS PROCESS WAS LAST UNDERTAKEN FEBRUARY 2016. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents may be made available to the public upon receipt of a written request. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN INTEREST IN NET ASSETS OF AFFILIATES - 6750893; AGRACE PALLIATIVE CARE LLC 5395 E CHERYL PARKWAY Fitchburg WI 53711 383896153 PALLIATIVE CARE SERVICES WI 403089 13731 AGRACE HOSPICECARE INC AGRACE HOSPICECARE FOUNDATION INC 5395 E CHERYL PKWY Fitchburg WI 53711 300001703 FUNDRAISING WI 501(c)(3 11 AHCI true AGRACE HOSPICECARE HOLDINGS INC 5395 E CHERYL PKWY Fitchburg WI 53711 300001715 PROPERTY HOLDING WI 501(c)(3 11 AHCI true false true true true true false false false false false true true false true true true true false false Agrace HospiceCare Foundation B 600000 Board approved designation Agrace HospiceCare Foundation B 4720094 Per cash management policy Agrace HospiceCare Foundation C 1948805 Reimbursement for actual expenditures Agrace HospiceCare Foundation D 289511 Per Intercompany Agreement Agrace HospiceCare Holdings D 278163 Per Intercompany Agreement Agrace HospiceCare Holdings E 213984 Per Intercompany Agreement Agrace HospiceCare Holdings K 2310066 Per Intercompany Agreement Agrace HospiceCare Holdings O 175071 Estimate of time and actual salary Agrace HospiceCare Foundation O 1441610 Wages of employees dedicated to Foundation