AGRACE HOSPICECARE FOUNDATION INCORPORATED: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AGRACE HOSPICECARE FOUNDATION INCORPORATED (EIN 30-0001703)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-01
- IRS object ID
- 202533059349300413
- Schema version
- 2024v5.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-01T11:38:31+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mallory Fairless | PreparerPersonNm |
| PTIN | P01321579 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Preparation | 2025-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $35,758,329 | 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 (CONTINUED ON SCHEDULE O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 337 | TotalVolunteersCnt |
| Total Gross UBI | -$3,251 | TotalGrossUBIAmt |
| PY Contributions Grants | $9,661,289 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,435,218 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,726,476 | PYInvestmentIncomeAmt |
| CY Investment Income | $659,490 | CYInvestmentIncomeAmt |
| PY Other Revenue | $412,724 | PYOtherRevenueAmt |
| CY Other Revenue | $580,586 | CYOtherRevenueAmt |
| PY Total Revenue | $16,800,489 | PYTotalRevenueAmt |
| CY Total Revenue | $10,675,294 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,331,204 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,152,746 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,134,037 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,464,349 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $598,409 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $354,871 | PYOtherExpensesAmt |
| CY Other Expenses | $516,780 | CYOtherExpensesAmt |
| PY Total Expenses | $4,820,112 | PYTotalExpensesAmt |
| CY Total Expenses | $6,133,875 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,980,377 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,541,419 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,928,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,812,453 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,492,439 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,072,467 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $92,436,192 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,739,986 | 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. (CONTINUED ON SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,092,936 | ExpenseAmt |
| Grant | $3,092,936 | GrantAmt |
| Desc | Dementia Support Programs: Agrace offers several programs that teach and guide people who are living with dementia and their families. These programs include Dementia Care Consultations, our "Learning to Live with Dementia" education series, and daytime care for seniors with memory loss/dementia. Community support is vital to sustain these programs and keep fees low, so more families can learn how to navigate dementia with compassion and confidence. Clinical Advancement: Agrace supports the professional growth and development of our staff through several types of advancement opportunities. These include earning credentials and certifications for their roles and completing specialized training programs that can help them provide the best possible care to our patients and clients. With the support of generous community donors, we can also offer scholarships, mentorship, and a variety of unique learning experiences that enrich our staff's professional abilities. Patient Wish and Essential Needs Fund: This fund helps Agrace bring comfort, joy, and dignity to hospice patients by fulfilling meaningful wishes. Their wish may be to achieve a lifelong dream, a final desire, or something a patient could not afford but will improve their quality of life. Since 2010, Agrace has granted more than 225 wishes for our hospice patients. The fund also supports essential needs like gas cards, groceries, and communication devices for families. Additionally, it covers the costs for the Agrace staff to prepare and deliver holiday meals for our in-home patients and their families. This gift makes celebrating easier for families facing very challenging times. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $655,489 | ExpenseAmt |
| Grant | $655,489 | GrantAmt |
| Desc | CARE FOR ALL (CHARITY CARE): EACH YEAR, DOZENS OF OUR NEIGHBORS WHO CANNOT AFFORD HOSPICE, PALLIATIVE CARE, Age at Home, or the Adult DAy Center RECEIVE SERVICES AT NO COST THROUGH AGRACE'S "CARE FOR ALL" PROGRAM, funded by the Care for All endowment. Through the Care for All Program, WE SERVE 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. While Medicare, Medicaid, and private health insurance cover the cost of basic hospice services for most patients, an increasing number of people in southern Wisconsin do not have enough insurance coverage for hospice when they need it. Since 2015, Agrace's Care for All program has funded care for over 600 patients, 102 of them were served in 2024 alone. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $404,321 | ExpenseAmt |
| Grant | $404,321 | 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. THE FOUNDATION ALSO SUPPORTS Agrace's free-standing GRIEF SUPPORT CENTER which HAS ALLOWED US TO EXPAND OUR PROGRAM AND SERVE MANY MORE PEOPLE. In 2024, Agrace's Community Grief Program supported 170 students in 46 schools. More than 350 individuals found support through one-on-one counseling sessions, workshops, or support groups. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,152,746 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | 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 | Yes (true) | 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 | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 38 | 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 | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | 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 | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| 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 |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| 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 (19 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 |
|---|---|---|---|---|---|---|---|
| Lynne Sexten | |||||||
| President / CEO | 5.0 | 35.0 | Yes (X) | Yes (X) | $0 | $866,820 | $57,275 |
| Mary Bonte Spath | |||||||
| Chair | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sheila Boothby Stevens | |||||||
| Secretary & Treasurer | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Terry Murawski | |||||||
| Vice Chair | 1.0 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Bernard McCracken | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Bill Schendt | |||||||
| Director - Until 12/2024 | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Carol Koby | |||||||
| Director - Until 3/2024 | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Casey FitzRandolph | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Derrick Smith | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Dr Willie Larkin | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Gary Gussel | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Judith Martinez | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Kathy Pline | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Mark Pent | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Scott Truehl | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Susan Schmitz | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Tanika Apaloo | |||||||
| Director | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Travis Hamele | |||||||
| Director - Beginning 4/2024 | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Maurer | |||||||
| Executive VP and Chief Financial Officer | 5.0 | 35.0 | Yes (X) | $0 | $433,657 | $29,917 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,300,477 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $87,192 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agrace HospiceCare Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
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) |
|---|---|---|
| Services | Administrative services | ServicesDesc |
| Compensation | $624,096 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $261,518 | FundraisingAmt |
| Related Organizations | $5,950,000 | RelatedOrganizationsAmt |
| All Other Contributions | $3,223,700 | AllOtherContributionsAmt |
| Noncash Contributions | $106,145 | NoncashContributionsAmt |
| Total Contributions | $9,435,218 | 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 | $145,200 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,251 | UnrelatedBusinessRevenueAmt |
| Exclusion | $148,451 | 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 | $23,355,699 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,841,409 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $514,290 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $514,290 | TotalRevenueColumnAmt |
| Exclusion | $514,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $177,392 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $261,518 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $90,372 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,020 | TotalRevenueColumnAmt |
| Exclusion | $87,020 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $2,817 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,778 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39 | TotalRevenueColumnAmt |
| Exclusion | $39 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,642,003 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,148,476 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $493,527 | TotalRevenueColumnAmt |
| Exclusion | $493,527 | 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 | $10,675,294 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,251 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,243,327 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,152,746 | TotalAmt |
| Program Services | $4,152,746 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153,711 | TotalAmt |
| Management And General | $725,766 | ManagementAndGeneralAmt |
| Fundraising | $427,945 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,164 | TotalAmt |
| Management And General | $18,975 | ManagementAndGeneralAmt |
| Fundraising | $11,189 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,350 | TotalAmt |
| Management And General | $124,147 | ManagementAndGeneralAmt |
| Fundraising | $73,203 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,124 | TotalAmt |
| Management And General | $52,291 | ManagementAndGeneralAmt |
| Fundraising | $30,833 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,649 | TotalAmt |
| Management And General | $24,649 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,426 | TotalAmt |
| Management And General | $252,426 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,686 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $61,833 | ManagementAndGeneralAmt |
| Fundraising | $12,853 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,884 | TotalAmt |
| Management And General | $69,549 | ManagementAndGeneralAmt |
| Fundraising | $10,335 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,736 | TotalAmt |
| Management And General | $20,365 | ManagementAndGeneralAmt |
| Fundraising | $10,371 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,721 | TotalAmt |
| Management And General | $23,721 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,593 | TotalAmt |
| Management And General | $3,246 | ManagementAndGeneralAmt |
| Fundraising | $5,347 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,322 | TotalAmt |
| Management And General | $5,752 | ManagementAndGeneralAmt |
| Fundraising | $570 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Donation development | Desc |
| Total | $15,763 | TotalAmt |
| Fundraising | $15,763 | FundraisingAmt |
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 | $6,133,875 | TotalAmt |
| Program Services | $4,152,746 | ProgramServicesAmt |
| Management And General | $1,382,720 | ManagementAndGeneralAmt |
| Fundraising | $598,409 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,105 | BOYAmt |
| EOY | $931,236 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,389,528 | BOYAmt |
| EOY | $3,027,982 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,636 | BOYAmt |
| EOY | $86,214 | 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 | $82,383,052 | BOYAmt |
| EOY | $97,032,837 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,494,714 | BOYAmt |
| EOY | $7,035,063 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,987,596 | BOYAmt |
| EOY | $2,699,121 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,928,631 | BOYAmt |
| EOY | $110,812,453 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,707 | BOYAmt |
| EOY | $100,361 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,500 | BOYAmt |
| EOY | $13,500 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,405,232 | BOYAmt |
| EOY | $2,958,606 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,492,439 | BOYAmt |
| EOY | $3,072,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,474,428 | BOYAmt |
| EOY | $90,465,367 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,961,764 | BOYAmt |
| EOY | $17,274,619 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,436,192 | BOYAmt |
| EOY | $107,739,986 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,928,631 | BOYAmt |
| EOY | $110,812,453 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,541,419 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,735,657 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $20,000 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $6,718 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| 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 |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| AGRACE HOSPICECARE INC | ||||
| 391319537 | 9 | false | $4,089,313 | $0 |
| Agrace Health Inc | ||||
| 993390141 | 9 | Yes (true) | $63,433 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $4,152,746 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | 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 | Yes (true) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (true) | SupportedOrgClassDesignatedInd |
| Substitution Beyond Org Cntl | false | SubstitutionBeyondOrgCntlInd |
| 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 |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name | In November 2024, Agrace Health, Inc. (EIN 99-3390141) became the sole member of Agrace HospiceCare Foundation, Inc., substituting Agrace HospiceCare, Inc. (EIN 39-1319537) as the supported organization. Due to this substitution, Agrace HospiceCare, Inc. is no longer LISTED BY NAME IN THE ORGANIZATION'S GOVERNING DOCUMENTS |
| Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org. | In 2024, Agrace Health, Inc. (EIN 99-3390141) became the sole member of Agrace HospiceCare Foundation, Inc., substituting Agrace HospiceCare, Inc. (EIN 39-1319537) as the supported organization. This substitution was made pursuant to the amended bylaws of AGRACE HOSPICECARE FOUNDATION, INC. In 2024, Agrace Health, Inc. was established to isolate non-tax operational liabilities, in furtherance of its charitable mission. Concurrently, Agrace Health, Inc. was named the sole member of Agrace HospiceCare, Inc., replacing the prior membership structure. The bylaws of both AGRACE HOSPICECARE FOUNDATION, INC and Agrace HospiceCare, Inc. were amended to reflect these organizational changes, which were implemented in accordance with the organizations' governance procedures. |
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 | $15,998,133 | BeginningYearBalanceAmt |
| Contributions | $32,022 | ContributionsAmt |
| Investment Earnings Or Losses | $757,329 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $8,700 | AdministrativeExpensesAmt |
| End Year Balance | $16,778,784 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,561,457 | BeginningYearBalanceAmt |
| Contributions | $56,027 | ContributionsAmt |
| Investment Earnings Or Losses | $438,654 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $58,005 | AdministrativeExpensesAmt |
| End Year Balance | $15,998,133 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,879,110 | BeginningYearBalanceAmt |
| Contributions | $40,615 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,358,268 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $15,561,457 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,178,243 | BeginningYearBalanceAmt |
| Contributions | $40,857 | ContributionsAmt |
| Investment Earnings Or Losses | $786,307 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $126,297 | AdministrativeExpensesAmt |
| End Year Balance | $16,879,110 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,643,674 | BeginningYearBalanceAmt |
| Contributions | $152,790 | ContributionsAmt |
| Investment Earnings Or Losses | $385,566 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,787 | AdministrativeExpensesAmt |
| End Year Balance | $16,178,243 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.609 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3185 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0725 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Securities | $7,035,063 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,035,063 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Due to affiliates | |
| Lease Liability - Operating Lease | |
| Due to affiliates | |
| Lease Liability - Operating Lease | |
| Due to affiliates | $409,356 |
| Lease Liability - Operating Lease | $2,488,899 |
| Lease Liability - Finance Lease | $60,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,958,606 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
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 Health, Inc. and Agrace HospiceCare, Inc., related tax-exempt organizations. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Foundation 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 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. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $7,035,063 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $7,035,063 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $7,035,063 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | A Round with Agrace (Golf) | Event1Nm |
| Gross Receipts Event1 | $188,977 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $107,698 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $81,279 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,764 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $16,190 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $21,040 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Open | Event2Nm |
| Gross Receipts Event2 | $77,389 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $70,751 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $6,638 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $8,360 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $9,600 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $6,009 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $172,544 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $83,069 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $89,475 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $489 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $965 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $350 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,605 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $438,910 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $261,518 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $177,392 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,613 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,755 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $350 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $43,654 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $90,372 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $87,020 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part II, Line 11 FUNDRAISING EVENTS | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S FUNDRAISING EVENT TOTAL ON LINE 11, COLUMN (D) EXCLUDES $261,518 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 $348,538. | ExplanationTxt |
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 PARKWAY | Fitchburg | WI | 53711 | 391319537 | 501(C)(3) | $4,089,313 | To provide financial support to Agrace Hospicecare, Inc. |
| Agrace Health Inc | |||||||
| 5395 E Cheryl Pkwy | Fitchburg | WI | 53711 | 993390141 | 501(c)(3) | $63,433 | TO PROVIDE FINANCIAL SUPPORT TO AGRACE HEALTH, INC. |
| 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 HEALTH, INC., AGRACE HOSPICECARE, INC., AND AGRACE HOSPICECARE HOLDINGS, INC. THE CLOSE OPERATIONAL RELATIONSHIP THE FILING ORGANIZATION MAINTAINS WITH AGRACE HEALTH INC., AGRACE HOSPICECARE, INC. AND AGRACE HOSPICECARE HOLDINGS, INC. ALLOWS AGRACE HOSPICECARE FOUNDATION, INC. TO MONITOR AND ENSURE GRANT FUNDS ARE USED FOR THEIR INTENDED PURPOSES. | 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 | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 | $500,168 | $0 | $277,383 | $0 | $89,269 | $0 | $40,800 | $0 | $16,475 | $0 | $924,095 | $0 | $63,690 |
| Jennifer Maurer | ||||||||||||||
| Executive VP and Chief Financial Officer | $0 | $323,922 | $0 | $105,355 | $0 | $4,380 | $0 | $16,800 | $0 | $13,117 | $0 | $463,574 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 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, 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 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 OCCURS ANNUALLY IN FEBRUARY. |
| 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $81,516 | 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 | Misc. Auction and Raffle Items | Desc |
| Contribution | 56 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,629 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | 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 | Securities - Publicly traded - Agrace HospiceCare Foundation Inc. is reporting the number of contributions received in 2024 Other - Misc. Auction and Raffle Items Agrace HospiceCare Foundation Inc. is reporting the number of contributions received in 2024. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 MISSION (CONTINUED) | TO IMPROVE QUALITY OF LIFE FOR PATIENTS AND 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 HEALTH, INC. AND AGRACE HOSPICECARE, INC., RELATED TAX-EXEMPT ORGANIZATIONS, 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, PALLIATIVE CARE, Age at Home, Adult day AND hospice 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. CLINICAL ADVANCEMENT OPPORTUNITIES: CNA's - OUR CERTIFIED NURSING ASSISTANTS (CNAs) SERVE AN INCREDIBLE ROLE AT AGRACE - ASSISTING PATIENTS WITH THE MOST INTIMATE OF DAILY CARES. THE RELATIONSHIPS OUR CNAs DEVELOP WITH PATIENTS AND THEIR FAMILIES ARE 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: 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 AGRACE FOUNDATION ALSO FUNDS RESPITE FOR INDIVIDUALS CARING FOR LOVED ONES, GRANTS SPECIAL WISHES TO PATIENTS AND FAMILIES AT END-OF-LIFE, supports start-up initiatives, AND INVESTS IN EDUCATION AND OTHER PROGRAMS TO ADVANCE HOSPICE AND PALLIATIVE CARE AND SUPPORT PATIENTS AND FAMILIES IN OUR COMMUNITY. Care for All Dollars Can Help More Agrace Patients and Clients: A very welcome expansion was approved for Agrace's Care for All charitable care program. In addition to assisting patients who need hospice care or supportive (palliative) care, this program can now help clients pay for the Agrace Adult Day Center and Agrace Age at Home. Care for All is a donor-supported program that helps Agrace patients and clients pay for their care if they can show financial need and have no other options. |
| Form 990, Part III, Line 1 MISSION | Donations to Agrace ensure that every individual and family receives the best possible care and support available, regardless of ability to pay. AGRACE HOSPICECARE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF AGRACE HEALTH, INC. AND AGRACE HOSPICECARE, INC., RELATED 501(C)(3) ORGANIZATIONS CARING FOR APPROXIMATELY 1,200 hospice PATIENTS PER DAY. In 2024, Agrace served a total of 5,567 individual patients and clients through its Hospice Care, Supportive Care, Age at Home and Adult Day Center programs. 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 SOUTHERN WISCONSIN, 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 2a 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 THEGANIZATION'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 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 OCCURS 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. 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 occurs biennially in February. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | Agrace Health, Inc. became the sole member of Agrace Hospicecare Foundation, Inc. effective November 1, 2024. Prior to this, Agrace Hospicecare, Inc. was the sole member. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | Agrace Health, 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 Health, Inc. also has the sole authority to amend the Agrace HospiceCare Foundation Bylaws and Articles of Incorporation. Agrace Health, 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 | Pursuant to the bylaws of the organization, Agrace Health, Inc., the sole member of the organization, has the authority to, at any time, appoint and re-appoint Directors of the Corporation, fill vacancies on the board of directors, and remove any director of the corporation, with or without cause. |
| Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body | The committees do not have the authority to act on behalf of the board. Committee meetings are documented contemporaneously. |
| 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 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, 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 19 Required documents available to the public | These documents may be made available to the public upon receipt of a written request. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Change in Value of Annuity Agreements - 2841; Change in allowance of doubtful accounts - 3877; Total - 6718; |
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 | $2,729,360 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AHCF | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 | 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 |
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 |
| Controlled Organization | false | ControlledOrganizationInd |
| 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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