AGRACE HOSPICECARE INCORPORATED: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AGRACE HOSPICECARE INCORPORATED (EIN 39-1319537)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-27
- IRS object ID
- 201512089349300221
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-27T11:01:01-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391319537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agrace HospiceCare Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGRA | BusinessNameControlTxt |
| Phone | 6082764660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E Cheryl Parkway | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynne Myers | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Signature | 2015-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lynne Myers | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E Cheryl Parkway | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,514,414 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.agrace.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | Our mission, "Partnering with patients and families to improve quality of life throughout serious illness," lives in the comprehensive, compassionate care we provide to patients (continued on Schedule O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 678 | TotalEmployeeCnt |
| Total Volunteers | 936 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,790,755 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,459,110 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $48,247,764 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,685,751 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,669 | PYInvestmentIncomeAmt |
| CY Investment Income | $53,676 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,266,340 | PYOtherRevenueAmt |
| CY Other Revenue | $1,433,085 | CYOtherRevenueAmt |
| PY Total Revenue | $52,313,528 | PYTotalRevenueAmt |
| CY Total Revenue | $49,631,622 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,037,286 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $44,501 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,208,142 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,254,862 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $696,229 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,933,275 | PYOtherExpensesAmt |
| CY Other Expenses | $15,851,078 | CYOtherExpensesAmt |
| PY Total Expenses | $49,178,703 | PYTotalExpensesAmt |
| CY Total Expenses | $48,150,441 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,134,825 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,481,181 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,715,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,535,672 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,355,385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,796,080 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,359,880 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,739,592 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Agrace HospiceCare's mission is Partnering with patients and families to improve quality of life throughout serious illness. Agrace HospiceCare's vision is to lead the evolution of hospice and palliative care through innovation, education and access-one patient, one family, one community at a time. (continued in Schedule O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $34,522,240 | ExpenseAmt |
| Grant | $29,101 | GrantAmt |
| Revenue | $46,074,409 | RevenueAmt |
| Desc | CLINICAL PATIENT CARE - AGRACE HOSPICECARE OFFERS THE MOST COMPREHENSIVE END-OF-LIFE CARE AVAILABLE. PATIENTS AND FAMILIES SERVED BY AGRACE HOSPICECARE ARE PROVIDED THE EXPERT HELP OF A COMPASSIONATE TEAM OF END-OF-LIFE PROFESSIONALS INCLUDING: NURSES, CERTIFIED NURSING ASSISTANTS, SOCIAL WORKERS, HOSPICE 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 2014, THE ORGANIZATION PROVIDED APPROXIMATELY $2,980,000 OF COMMUNITY BENEFIT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,497,727 | ExpenseAmt |
| Revenue | $611,342 | RevenueAmt |
| Desc | AGRACE HOSPICECARE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2014, 936 VOLUNTEERS PROVIDED 72,943 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, 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $946,516 | ExpenseAmt |
| Desc | GRIEF SERVICES - AGRACE HOSPICECARE'S HOSPICE COUNSELING PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE HOSPICECARE PROVIDES GRIEF SERVICES THROUGH GRIEF SUPPORT GROUPS, HOLIDAY REMEMBRANCE PROGRAMS, MEMORIAL QUILT DEDICATION CEREMONIES 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. IN 2014, AGRACE PROVIDED GRIEF SERVICES TO APPROXIMATELY 17,345 INDIVIDUALS, BOTH CHILDREN AND ADULTS. 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $744,687 | ExpenseAmt |
| Revenue | $5,577 | RevenueAmt |
| Desc | COMMUNITY EDUCATION - AS THE COMMUNITY'S HOSPICE, AGRACE HOSPICECARE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO DEATH, DYING, CAREGIVING, GRIEF AND LOSS. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. IN 2014, 120 NURSING STUDENTS, MEDICAL STUDENTS, RESIDENTS AND FELLOWS PARTICIPATES IN ROTATIONS AT AGRACE. SINCE THE INITIATION OF THE AGRACE ROTATION PROGRAM IN 1995, APPROXIMATELY 1,873 STUDENTS, INTERNS, RESIDENTS, FELLOWS AND WORKING HEALTHCARE PROFESSIONALS FROM INSTITUTIONS OF HIGHER LEARNING HAVE COMPLETED AN EDUCATIONAL EXPERIENCE AT AGRACE. AGRACE RECEIVES NO REIMBURSEMENT FOR THESE ROTATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $744,687 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,577 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $37,711,170 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 678 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jennifer Maurer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082764660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 EAST CHERYL PARKWAY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LYNNE MYERS | |||||||||
| PRESIDENT/CEO | 30.00 | 10.00 | Yes (X) | Yes (X) | $375,945 | $0 | $56,661 | ||
| DAVID CULLEN | |||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOAN BURKE | |||||||||
| CHAIR - PART YEAR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRIAN HAPP | |||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL FITZPATRICK | |||||||||
| SECRETARY/TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHARON CHAMBERLAIN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GORDON DERZON | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA DOUGLASS | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF GROSSMAN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL JOHNSON | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID KRUGER | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EVERETT MITCHELL | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER QUERAM | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN SHEEHY | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN THOMPSON | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARION WOZNIAK | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN SPRINGMAN | |||||||||
| DIRECTOR - PART YEAR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIA HOUCK | |||||||||
| CAO | 35.00 | 5.00 | Yes (X) | $208,535 | $0 | $36,181 | |||
| JENNIFER MAURER | |||||||||
| CFO | 35.00 | 5.00 | Yes (X) | $186,501 | $0 | $10,684 | |||
| MARCIA WHITTINGTON | |||||||||
| CDO | 5.00 | 35.00 | Yes (X) | $0 | $56,831 | $8,159 | |||
| DENISE GLOEDE | |||||||||
| CCO | 40.00 | 0 | $161,055 | $0 | $10,903 | Yes (X) | |||
| DENA GREEN | |||||||||
| CMO | 40.00 | 0 | $217,558 | $0 | $34,628 | Yes (X) | |||
| MICHAEL OSTROV | |||||||||
| CMO - PART YEAR | 40.00 | 0 | $224,725 | $0 | $1,040 | Yes (X) | |||
| BRIAN TENNANT | |||||||||
| CIO | 40.00 | 0 | $178,692 | $0 | $33,059 | Yes (X) | |||
| BRUCE AGNEBERG | |||||||||
| HOSPICE PHYSICIAN | 20.00 | 0 | $194,959 | $0 | $17,866 | Yes (X) | |||
| KIM KINSLEY | |||||||||
| HOSPICE PHYSICIAN | 40.00 | 0 | $372,197 | $0 | $12,948 | Yes (X) | |||
| JANE QUINN | |||||||||
| CCO | 40.00 | 0 | $138,792 | $0 | $23,009 | Yes (X) | |||
| DAVID KOEHLER | |||||||||
| VP FOUNDATION - PART YEAR | 40.00 | $0 | $115,787 | $518 | Yes (X) | ||||
| KATHY WILLIAMS | |||||||||
| HOSPICE PHYSICIAN - PART YEAR | 40.00 | 0 | $145,680 | $0 | $12,890 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,404,639 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $172,618 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $258,546 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF WI HOSPITALCLINIC | |||||
| DRAWER 853 | MILWAUKEE | WI | 532780853 | THERAPIES & IMAGING SVCS | $1,006,534 |
| US CELLULAR | |||||
| DEPT 0203 | PALATINE | IL | 600550203 | MOBILE PHONE SERVICE | $373,617 |
| RYAN BROTHERS | |||||
| 922 SOUTH PARK ST | MADISON | WI | 53715 | AMBULANCE SERVICE | $260,042 |
| ST MARY'S HOSPITAL | |||||
| 700 S PARK ST | MADISON | WI | 53714 | LAB SERVICES | $203,229 |
| SUNCOAST SOLUTIONS | |||||
| 19337 US HWY 19 | CLEARWATER | FL | 33764 | EHR SOFTWARE PROVIDER | $180,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $154,420 | FederatedCampaignsAmt |
| Related Organizations | $1,286,116 | RelatedOrganizationsAmt |
| All Other Contributions | $18,574 | AllOtherContributionsAmt |
| Total Contributions | $1,459,110 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Net patient service revenue | 623990 | $46,074,409 | $46,074,409 |
| Food service | 623990 | $611,342 | $611,342 |
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 | $46,685,751 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,289 | TotalRevenueColumnAmt |
| Exclusion | $49,289 | 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 | $1,887,179 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,882,792 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,387 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,387 | TotalRevenueColumnAmt |
| Exclusion | $4,387 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| Contracted services to affiliates | 900099 | $1,427,508 | $1,427,508 | |
| Other revenue | 900099 | $5,577 | $5,577 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,433,085 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,631,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,691,328 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,481,184 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,400 | TotalAmt |
| Program Services | $15,400 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,101 | TotalAmt |
| Program Services | $29,101 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,736,168 | TotalAmt |
| Management And General | $1,736,168 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,698,213 | TotalAmt |
| Program Services | $19,685,822 | ProgramServicesAmt |
| Management And General | $4,448,946 | ManagementAndGeneralAmt |
| Fundraising | $563,445 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,089 | TotalAmt |
| Program Services | $491,853 | ProgramServicesAmt |
| Management And General | $111,158 | ManagementAndGeneralAmt |
| Fundraising | $14,078 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,345,168 | TotalAmt |
| Program Services | $2,666,281 | ProgramServicesAmt |
| Management And General | $602,573 | ManagementAndGeneralAmt |
| Fundraising | $76,314 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,858,224 | TotalAmt |
| Program Services | $1,481,106 | ProgramServicesAmt |
| Management And General | $334,726 | ManagementAndGeneralAmt |
| Fundraising | $42,392 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,945 | TotalAmt |
| Management And General | $32,945 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,507 | TotalAmt |
| Management And General | $79,507 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115 | TotalAmt |
| Management And General | $1,115 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,139 | TotalAmt |
| Management And General | $6,139 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,465 | TotalAmt |
| Program Services | $15,043 | ProgramServicesAmt |
| Management And General | $278,422 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,553 | TotalAmt |
| Program Services | $17,257 | ProgramServicesAmt |
| Management And General | $574,296 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,781 | TotalAmt |
| Program Services | $176,798 | ProgramServicesAmt |
| Management And General | $156,983 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $627,560 | TotalAmt |
| Program Services | $473,275 | ProgramServicesAmt |
| Management And General | $154,285 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,750,110 | TotalAmt |
| Program Services | $1,319,849 | ProgramServicesAmt |
| Management And General | $430,261 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,189 | TotalAmt |
| Program Services | $135,886 | ProgramServicesAmt |
| Management And General | $36,303 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,067 | TotalAmt |
| Program Services | $181,801 | ProgramServicesAmt |
| Management And General | $59,266 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,330 | TotalAmt |
| Program Services | $1,003 | ProgramServicesAmt |
| Management And General | $327 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,015 | TotalAmt |
| Program Services | $171,204 | ProgramServicesAmt |
| Management And General | $55,811 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Room and board expense | $2,313,290 | $2,313,290 |
| Medical supplies and equipment | $2,441,458 | $2,441,458 |
| Medications and infusion therapies | $2,407,253 | $2,407,253 |
| Patient related costs | $2,512,192 | $2,512,192 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,819,109 | TotalAmt |
| Program Services | $1,175,298 | ProgramServicesAmt |
| Management And General | $643,811 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,150,441 | TotalAmt |
| Program Services | $37,711,170 | ProgramServicesAmt |
| Management And General | $9,743,042 | ManagementAndGeneralAmt |
| Fundraising | $696,229 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,251,217 | BOYAmt |
| EOY | $3,636,441 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,296,000 | BOYAmt |
| EOY | $4,296,432 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,677 | BOYAmt |
| EOY | $677,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,176,881 | BOYAmt |
| EOY | $4,474,040 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,652 | BOYAmt |
| EOY | $60,080 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,975 | BOYAmt |
| EOY | $851,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,085,412 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $996,807 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,186 | BOYAmt |
| EOY | $88,605 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,098 | BOYAmt |
| EOY | $4,109,090 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,689,579 | BOYAmt |
| EOY | $53,341,821 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,715,265 | BOYAmt |
| EOY | $71,535,672 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,460,450 | BOYAmt |
| EOY | $3,784,336 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,716 | BOYAmt |
| EOY | $71,138 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,816,219 | BOYAmt |
| EOY | $940,606 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,355,385 | BOYAmt |
| EOY | $4,796,080 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,125,142 | BOYAmt |
| EOY | $61,453,458 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,108,138 | BOYAmt |
| EOY | $5,103,368 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,600 | BOYAmt |
| EOY | $182,766 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,359,880 | BOYAmt |
| EOY | $66,739,592 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,715,265 | BOYAmt |
| EOY | $71,535,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,481,181 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$19,637 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $190,169 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $2,727,999 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $633,803 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,088,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $938,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,790,755 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,459,110 | CurrentTaxYearAmt |
| Total | $6,910,595 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,311,566 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,132,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,440,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,247,764 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,685,751 | CurrentTaxYearAmt |
| Total | $230,818,037 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,261 | CurrentTaxYearMinus2YearsAmt |
| Total | $102,855 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,983,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,256,688 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,407,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,038,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,144,861 | CurrentTaxYearAmt |
| Total | $237,831,487 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $237,831,487 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,289 | CurrentTaxYearAmt |
| Total | $66,576 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,289 | CurrentTaxYearAmt |
| Total | $66,576 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,417,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,419,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,528,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,266,340 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,433,085 | CurrentTaxYearAmt |
| Total | $7,064,373 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,406,531 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,678,521 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,937,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,312,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,627,235 | CurrentTaxYearAmt |
| Total | $244,962,436 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9709 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9707 | PublicSupportPY509Pct |
| Investment Income CY | 0.0003 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0001 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - CONTRACTED SERVICES, COLUMN A - 1377800.0, COLUMN B - 1392400.0, COLUMN C - 1468968.0, COLUMN D - 1222308.0, COLUMN E - 1427508.0, COLUMN F - 6888984.0; DESCRIPTION - OTHER REVENUE, COLUMN A - 39824.0, COLUMN B - 26826.0, COLUMN C - 59130.0, COLUMN D - 44032.0, COLUMN E - 5577.0, COLUMN F - 175389.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,328 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,328 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | Provide Welcoming Environment | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,600 | BeginningYearBalanceAmt |
| Contributions | $56,166 | ContributionsAmt |
| End Year Balance | $182,766 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,453 | BeginningYearBalanceAmt |
| Contributions | $42,147 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $126,600 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $62,026 | BeginningYearBalanceAmt |
| Contributions | $22,427 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $84,453 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $549,776 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $487,750 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $62,026 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $472,208 | BeginningYearBalanceAmt |
| Contributions | $14,510 | ContributionsAmt |
| Investment Earnings Or Losses | $66,356 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,298 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $549,776 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,200 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $783,223 | OtherCostOrOtherBasisAmt |
| Depreciation | $783,223 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $212,384 | DepreciationAmt |
| Book Value | $88,605 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,605 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Net interest in affiliates | $53,025,088 |
| Due from affiliate | $288,612 |
| Cash Surrender Value of Life Insurance | $22,921 |
| Gravesites | $5,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $53,341,821 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Due to affiliate | $896,606 |
| Security Deposits | $44,000 |
| Meru Agency Funds |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $940,606 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE ORGANIZATION'S COLLECTIONS CONSIST PRIMARILY OF WORKS OF ART THAT ARE ON DISPLAY IN PUBLIC SPACES AS WELL AS PATIENT ROOMS AT THE FACILITIES OWNED BY Agrace HOSPICECARE HOLDINGS AND OPERATED BY Agrace HOSPICECARE, INC. THESE WORKS OF ART ARE USED TO PROVIDE A WELCOMING, THERAPEUTIC, HOME LIKE ENVIRONMENT TO Agrace HOSPICECARE, INC. PATIENTS AND FAMILIES IN FURTHERANCE OF THE ORGANIZATION'S MISSION OF ENHANCING THE QUALITY OF LIFE AT THE END OF LIFE. THE ARTWORK REPRESENTS EACH OF THE MANY CULTURES OF THE PEOPLE LIVING IN SOUTH CENTRAL WISCONSIN. THE FAMILIARITY OF THE PIECES HELPS PATIENTS AND THEIR FAMILIES FEEL MORE COMFORTABLE IN OUR HEALTHCARE FACILITY. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Agrace Hospicecare Foundation, a related tax-exempt entity, holds endowments for the purpose of providing support to Agrace HospiceCare, Inc. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Organization is exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, the Organization has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50 percent likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. Due to its tax-exempt status, the Organization is not subject to U.S. federal income tax or state income tax. The Organization's Form 990 has not been subject to examination by the Internal Revenue Service or the state of Wisconsin for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at December 31, 2014 or 2013. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Sub-Saharan Africa | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Grantmaking | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $29,101 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,101 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $29,101 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Sub-Saharan Africa | RegionTxt |
| Purpose Of Grant | SUPPORT EXPENSES | PurposeOfGrantTxt |
| Cash Grant | $29,101 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | Agrace HospiceCare, Inc. and the Meru Hospice in Meru, Kenya, have created a unique and important alliance. By sharing knowledge and resources, the two organizations work together to alleviate suffering of those with aids and other terminal illnesses in Sub-Saharan Africa. Both are dedicated to enhancing their awareness and understanding about caring for dying patients and their families. Agrace Hospicecare Staff, volunteers and community members are committed to raising dollars to help pay for Meru Hospice staff salaries, health insurance and training. Also, money for medical supplies, vehicle expense, office rent, utilities and demonstration kitchen garden. The Meru Hospice in Kenya is the only foreign organization that receives grants from Agrace HospiceCare. All grant proposals are presented to the Board of Directors, and the Board of Directors approves all grant awards. The grants to the Meru Hospice are funded from donations that were given directly to Agrace HospiceCare in specific support of the Meru Hospice Partnership. Agrace Hospicecare has a Meru Partnership Committee that monitors the activity of the Meru Hospice. The Meru Partnership Committee requires the Meru Hospice to submit semi-annual financial statements, annual budgets, annual statistical reports, and an annual narrative of accomplishments. These statements are reviewed by the Meru Partnership Committee and Agrace Hospicecare's CFO. A contract is updated annually and specifies the use of the Grant Funds. |
| Schedule F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS | Agrace HospiceCare, Inc. and the Meru Hospice in Meru, Kenya, have created a unique and important alliance. By sharing knowledge and resources, the two organizations work together to alleviate suffering of those with aids and other terminal illnesses in Sub-Saharan Africa. Both are dedicated to enhancing their awareness and understanding about caring for dying patients and their families. Agrace Hospicecare Staff, volunteers and community members are committed to raising dollars to help pay for Meru Hospice staff salaries, health insurance and training. Also, money for medical supplies, vehicle expense, office rent, utilities and demonstration kitchen garden. The Meru Hospice in Kenya is the only foreign organization that receives grants from Agrace HospiceCare. All grant proposals are presented to the Board of Directors, and the Board of Directors approves all grant awards. The grants to the Meru Hospice are funded from donations that were given directly to Agrace HospiceCare in specific support of the Meru Hospice Partnership. Agrace Hospicecare has a Meru Partnership Committee that monitors the activity of the Meru Hospice. The Meru Partnership Committee requires the Meru Hospice to submit semi-annual financial statements, annual budgets, annual statistical reports, and an annual narrative of accomplishments. These statements are reviewed by the Meru Partnership Committee and Agrace Hospicecare's CFO. A contract is updated annually and specifies the use of the Grant Funds. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Agrace HospiceCare Foundation Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E Cheryl Pkwy | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 300001703 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $15,400 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | this grant is intended for Agrace HospiceCare Foundation, Inc.'s Care for All Campaign, which is a fundraising effort to establish an endowment, where the earnings will cover costs of charity care services provided by Agrace HospiceCare, Inc. to the community. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 Description Of Procedure 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. |
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 MYERS | ||||||||||||||
| PRESIDENT/CEO | $275,657 | $0 | $84,438 | $0 | $15,850 | $0 | $45,160 | $0 | $11,501 | $0 | $432,606 | $0 | $0 | $0 |
| JULIA HOUCK | ||||||||||||||
| CAO | $169,882 | $0 | $31,817 | $0 | $6,836 | $0 | $11,595 | $0 | $24,586 | $0 | $244,716 | $0 | $0 | $0 |
| JENNIFER MAURER | ||||||||||||||
| CFO | $174,272 | $0 | $10,000 | $0 | $2,229 | $0 | $3,000 | $0 | $7,684 | $0 | $197,185 | $0 | $0 | $0 |
| DENISE GLOEDE | ||||||||||||||
| CCO | $136,542 | $0 | $17,593 | $0 | $6,920 | $0 | $9,425 | $0 | $1,478 | $0 | $171,958 | $0 | $0 | $0 |
| DENA GREEN | ||||||||||||||
| CMO | $216,846 | $0 | $0 | $0 | $712 | $0 | $11,912 | $0 | $22,716 | $0 | $252,186 | $0 | $0 | $0 |
| MICHAEL OSTROV | ||||||||||||||
| CMO - PART YEAR | $95,360 | $0 | $10,465 | $0 | $118,900 | $0 | $0 | $0 | $1,040 | $0 | $225,765 | $0 | $0 | $0 |
| BRIAN TENNANT | ||||||||||||||
| CIO | $150,971 | $0 | $22,672 | $0 | $5,049 | $0 | $8,556 | $0 | $24,503 | $0 | $211,751 | $0 | $0 | $0 |
| BRUCE AGNEBERG | ||||||||||||||
| HOSPICE PHYSICIAN | $156,586 | $0 | $35,347 | $0 | $3,026 | $0 | $7,799 | $0 | $10,067 | $0 | $212,825 | $0 | $0 | $0 |
| KIM KINSLEY | ||||||||||||||
| HOSPICE PHYSICIAN | $132,533 | $0 | $0 | $0 | $239,664 | $0 | $0 | $0 | $12,948 | $0 | $385,145 | $0 | $0 | $0 |
| JANE QUINN | ||||||||||||||
| CCO | $128,879 | $0 | $8,819 | $0 | $1,094 | $0 | $5,749 | $0 | $17,260 | $0 | $161,801 | $0 | $0 | $0 |
| KATHY WILLIAMS | ||||||||||||||
| HOSPICE PHYSICIAN - PART YEAR | $145,291 | $0 | $0 | $0 | $389 | $0 | $5,923 | $0 | $6,967 | $0 | $158,570 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Severance payments made during 2014 were: $97,308 for Michael Ostrov $28,010 for Julie Slattery |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | Lynne Myers participated in a 457(f) plan. No distributions were made from the plan during 2014. |
| Schedule J, Part I, Line 6a Compensation contigent on net earnings of the organization | The cash bonus under the Plan is determined in part by two factors: company operating margin performance and individual employee performance. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 1 BRIEF MISSION | AND FAMILIES FACED WITH LIFE-LIMITING ILLNESS, HELPING THEM TO LIVE AS FULLY AS THEY CAN. IN 2014 THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $419,619. SIGNIFICANT MISSION-RELATED ACTIVITY TOOK PLACE IN 2014: NEW AGRACE CENTER FOR HOSPICE & PALLIATIVE CARE IN JANESVILLE: TO EXPAND THE HOSPICE AND PALLIATIVE CARE SERVICES AGRACE PROVIDES IN AND AROUND ROCK COUNTY, AGRACE BUILT A SPECIALIZED FACILITY IN JANESVILLE WHICH WILL HOUSE STAFF THAT PROVIDE IN-HOME CARE FOR PATIENTS AND FAMILIES, AND INCLUDE SPACE FOR VOLUNTEER TRAINING, GRIEF SUPPORT GROUPS AND EDUCATIONAL EVENTS. MOST IMPORTANTLY, THE NEW BUILDING ALSO PROVIDES SHORT-TERM, ACUTE INPATIENT HOSPICE CARE. CONSTRUCTION OF THE 21,000-SQUARE-FOOT, 12-BED INPATIENT FACILITY WAS COMPLETED AND OPENED TO THE PUBLIC FOR SERVICE ON JULY 1, 2014. |
| 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 2014, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $419,619. 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 AN INPATIENT UNIT FOR ACUTE AND RESPITE CARE IN ADDITION TO HAVING A RESIDENCE ON THE AGRACE CAMPUS. |
| CoreFormPartIII_PartIIILine4d Description of other program services | (Expenses $ 1,497,727 including grants of $)(Revenue $ 611,342) AGRACE HOSPICECARE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2014, 936 VOLUNTEERS PROVIDED 72,943 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, 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. |
| Form 990, Part VI, Line 1b NON-INDEPENDENT MEMBERS | LYNNE MYERS AND DAVID CULLEN ARE THE NON-INDEPENDENT BOARD MEMBERS. MS. MYERS IS NOT INDEPENDENT BY VIRTUE OF HER EMPLOYMENT AND MR. CULLEN IS A MORE THAN 35% OWNER, BY ATTRIBUTION, OF THE CONSTRUCTION COMPANY THAT COMPLETED THE CONSTRUCTION OF THE NEW JANESVILLE FACILITY IN JULY 2014. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive Committee shall have power to transact all regular business of the Corporation during the interim between meetings of the Board of Directors, except the power to: (a) elect officers of the Corporation; or (b) fill vacancies in the Board of Directors or in the Executive Committee; or (c) amend or repeal any provision of these By-Laws, or (d) adopt programs which would involve continuing activity or support by the Corporation for more than one (1) fiscal year. The Executive Committee shall be responsible for the annual evaluations of the president. In no event shall the Executive Committee be authorized to dissolve the Corporation. No person who is not a member of the board of directors may serve on the Executive Committee. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | David Cullen and Marion Wozniak - 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. Representatives from the accounting firm of Crowe Horwath prepared a detailed summary of the Form 990 that was presented to the board of directors by the Management. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Directors, officers and key employees (interested persons) are required to annually review the organization's Code of Conduct, including the conflict of interest policy/statement. Interested persons are required to disclose potential or actual conflicts with the organization in writing via the annual questionnaire distributed electronically to each interested person. When a disclosure arises, the person shall promptly make disclosure of the interest to the governing board or committee. After disclosure and discussion the interested person shall leave the governing board or committee meeting while the determination of a conflict of interest is further discussed and voted upon by the remaining disinterested governing board or committee members. Once an actual conflict of interest exists with respect to a particular contract, transaction or arrangement the disinterested members of the board exercise due diligence to determine whether said contract, transaction or arrangement is reasonable. The conflict of interest questionnaires are reviewed by the Controller and governance coordinator. The controller and governance coordinator determine whether a potential conflict exists based on the completed questionnaires submitted by each interested person. |
| Form 990, Part VI, Line 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. In February of each year, 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 completed in February 2014 and was last undertaken in February 2015. |
| 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 completed in February 2014 and was last undertaken in February 2015. |
| 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 AFFILIATE - 2727999; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE THRIFT STORE LLC | |||||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | 300001703 | THRIFT STORE | WI | $984,284 | $60,084 | AGRACE HOSPICECARE FOUNDATION |
| AGRACE PALLIATIVE CARE LLC | |||||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | 383896153 | PALLIATIVE CARE SERVICES | WI | $241,590 | $19,678 | AGRACE HOSPICECARE INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AGRACE HOSPICECARE FOUNDATION INC | ||||||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | 300001703 | FUNDRAISING | WI | 501(c)(3 | Type I | AHCI | Yes (true) |
| AGRACE HOSPICECARE HOLDINGS INC | ||||||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | 300001715 | PROPERTY HOLDING | WI | 501(c)(3 | Type I | AHCI | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Agrace HospiceCare Foundation Inc | ||
| C | $1,286,116 | Reimbursement of Actual Expenditures |
| Agrace HospiceCare Holdings Inc | ||
| K | $1,876,356 | Per Inter-Company Agreement |
| Agrace HospiceCare Foundation Inc | ||
| O | $1,314,944 | Wages of employees dedicated to Foundation |
| Agrace HospiceCare Holdings Inc | ||
| O | $112,564 | Estimate of time and actual salary |
| Agrace HospiceCare Foundation Inc | ||
| D | $268,546 | Per Inter-Company Agreement |
| Agrace HospiceCare Foundation Inc | ||
| E | $735,927 | Per Inter-Company Agreement |
| Agrace HospiceCare Holdings Inc | ||
| E | $160,679 | Per Inter-Company Agreement |
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