2013-09-09T14:00:05-05:00 2012-12-31 CROWE HORWATH LLP 9600 Brownsboro Road Suite 400 Louisville KY 402411122 990 2012-01-01 610978097 HOSPICE OF THE BLUEGRASS INC HOSP 8592765344 2312 Alexandria Drive Lexington KY 405043229 GRETCHEN BROWN 2013-09-09 true Rachel Spurlock P00520729 5023263996 2012 2016-02-24 21:20:13Z GRETCHEN BROWN 2312 ALEXANDRIA DRIVE LEXINGTON KY 405043229 88002528 false X WWW.HOSPICEBG.ORG X 1978 KY OUR MISSION IS TO PROVIDE CARE TO TERMINALLY ILL PATIENTS, THE BEREAVED, AND THEIR FAMILIES AND TO EDUCATE PROFESSIONALS IN THE PHILOSOPHY OF HOSPICE AND PALLIATIVE CARE IN ORDER TO SUPPLY KNOWLEDGE TO THE COMMUNITY, PATIENTS AND FAMILIES. 18 17 893 800 0 0 2896487 1836386 61662371 60860113 1487837 2879173 10534 235250 66057229 65810922 506164 442322 0 0 37409714 37535477 0 0 649226 28219888 24897434 66135766 62875233 -78537 2935689 83308072 88136282 16755258 15458809 66552814 72677473 X WE ARE A MISSION-DRIVEN ORGANIZATION DEDICATED TO PROVIDING THE HIGHEST INTERDISCIPLINARY PALLIATIVE CARE TO ALL WE SERVE. IN ADDITION TO SUPPORTING PATIENTS AND FAMILIES, WE COLLABORATE WITH PARTNERS AS LEADERS IN PALLIATIVE CARE; PROVIDE OPPORTUNITIES FOR THE COMMUNITY TO SHARE TIME, TALENT AND SUPPORT; SUPPORT STAFF AND VOLUNTEERS IN A CREATIVE CLIMATE WHERE THEY FIND MEANING AND CAN DO THEIR BEST WORK AND ARE A CENTER OF EDUCATION EXCELLENCE. false false 49366343 442322 59079289 HOSPICE OF THE BLUEGRASS, INC. IS AN ORGANIZATION DEVOTED TO CARING FOR THE PHYSICAL, PSYCHOSOCIAL, EMOTIONAL AND SPIRITUAL NEEDS OF TERMINALLY ILL INDIVIDUALS AND THEIR FAMILIES. THE CARE PROVIDED INCLUDES COUNSELING, PALLIATIVE AND SUPPORTIVE CARE. SUPPORT, EDUCATION, AND BEREAVEMENT SERVICES ARE PROVIDED TO THE COMMUNITY AS WELL. HOSPICE PROVIDED 336,658 DAYS OF PATIENT CARE TO 5,106 PATIENTS IN 32 COUNTIES WITHIN KENTUCKY. DANIEL'S CARE, A SPECIAL PEDIATRIC CARE SERVICE, SERVED 67 CHILDREN WITH LIFE-THREATENING ILLNESSES. THE EDUCATION DIVISION OFFERED 336 PRESENTATIONS AND PARTICIPATED IN 30 HEALTH FAIRS REACHING 20,197 PROFESSIONAL AND COMMUNITY MEMBERS. BEREAVEMENT COUNSELORS PROVIDED 13,117 HOURS OF COUNSELING TIME DURING THE YEAR. CHARITY CARE PROVIDED TO PATIENTS APPROXIMATED $466,000. (CONTINUED IN SCHEDULE O) 1451817 0 2005259 EXTRA CARE, A DIVISION OF HOSPICE OF THE BLUEGRASS, PROVIDES SUPPLEMENTAL STAFFING TO HOSPICE OF THE BLUEGRASS OFFICES, IT ALSO PROVIDES HOME CARE ASSISTANCE AND PRIVATE DUTY NURSING CARE TO PRIMARILY NON-AMBULATORY AND/OR ELDERLY INDIVIDUALS. APPROXIMATELY 91,500 HOURS OF CARE WERE PROVIDED BY EXTRA CARE DURING THE YEAR. 50818160 true true false true false false true true true true false false false true true false true false false true false false false true true false true false true true false false false false false false false false false true true true false false false true true true false false true X 220 0 true 893 true false false false false false true true false false false false X 18 17 false false false false false false false true true false false true true true true true true true true false KY X CAROL RUGGLES CFO 8592765344 2312 ALEXANDRIA DRIVE LEXINGTON KY 405043229 X ERIC FRANKL 2.00 X X 0 0 0 GRETCHEN BROWN 39.80 0.20 X X 360110 0 22214 JEN SHAH 2.00 X X 0 0 0 MARK NABITY 2.00 X X 0 0 0 WOODFORD WEBB 2.00 X X 0 0 0 BETSY CLEMONS 1.00 X 0 0 0 BRUCE BROOKS 1.00 X 0 0 0 GEORGE WALLACE 1.00 X 0 0 0 J D MILLER 1.00 X 0 0 0 JACK CUNNINGHAM 1.00 X 0 0 0 JOHN MILWARD 1.00 X 0 0 0 JOHN RASNICK 1.00 X 0 0 0 MARK MILLER 1.00 X 0 0 0 MELBA BJORNSON 1.00 X 0 0 0 RANDY LEMAY 1.00 X 0 0 0 SHANNON ARVIN 1.00 X 0 0 0 SUSAN STEMPEL 1.00 X 0 0 0 TERRI FRYMAN 1.00 X 0 0 0 TONYA JACKSON 1.00 X 0 0 0 CAROL RUGGLES 39.80 0.20 X 138768 0 30112 CROSWELL CHAMBERS 40.00 X 106763 0 6126 DANITA ROSS 40.00 X 116563 0 23909 DEEDE BYRNE 40.00 X 120806 0 22618 EUGENIA SMITHER 40.00 X 103016 0 15392 SUSAN SWINFORD 39.00 1.00 X 111853 0 25387 SUSAN WARE 40.00 X 115190 0 12650 TODD COTE 48.00 12.00 X 209868 52205 32296 CHRISTOPHER LYON 57.50 2.50 X 163843 7076 23509 KIMBERLY BELL 56.90 3.10 X 162832 8896 13055 NANNETTE BERNALES 60.00 X 158106 0 28993 SALLI WHISMAN 57.30 2.70 X 187411 8667 32037 WENDY LATUNIK 57.80 2.20 X 152342 5853 15462 2207471 82697 303760 19 false true false INTEGRITY IT 3080 HARRODSBURG RD STE 104 LEXINGTON KY 405032778 INFORMATION TECHNOLOGY SERVICES 807180 BEX CONSTRUCTION INC 153 PROSPEROUS PL STE 1A LEXINGTON KY 405092182 CONSTRUCTION CONTRACTOR 392588 CRM COMPANIES 270 S LIMESTONE LEXINGTON KY 405082566 FACILITY MANAGEMENT 230712 KENTUCKY MEDICAL SERVICES FOUNDATION INC 2333 ALUMNI PARK PLZ LEXINGTON KY 405174022 PHYSICIAN SERVICES 205029 MCBRAYER MCGINNIS LESLIE & KIRKLAND PLLC 201 E MAIN ST STE 900 LEXINGTON KY 405072003 LEGAL/CONSULTING 118530 7 17889 183714 9392 135050 1490341 53942 1836386 PATIENT SERVICE REVENUE 621610 60810581 60810581 CONTRACT REVENUE 621300 46951 46951 EDUCATIONAL PROGRAM REVENUE 611430 2581 2581 0 0 0 0 0 0 60860113 1738221 1738221 0 0 0 0 0 22994895 184323 22015337 22929 979558 161394 1140952 1140952 144965 183714 145086 -121 -121 19190 8254 10936 10936 0 INSURANCE RECOVERY 900099 214306 214306 MANAGEMENT FEES 900099 6332 6332 DOCUMENT REQUEST FEES 900099 1565 1565 2232 2232 0 0 224435 65810922 61084548 0 2889988 442322 442322 0 0 0 1567208 691963 792209 83036 0 29182927 23970077 4884129 328721 1230511 978926 236044 15541 3448478 2635032 781141 32305 2106353 1689325 388823 28205 0 107981 107981 54165 54165 20566 2566 18000 0 157446 157446 1160449 904163 256286 0 260533 259903 630 1231744 367584 768554 95606 1603509 1280970 301755 20784 0 1610870 1006964 603906 2200188 1700026 500162 0 73233 73233 229841 229841 0 1459837 1184525 257571 17741 280104 280104 MEDICAID ROOM AND BOARD 5846642 5846642 PHARMACY AND CHEMOTHERAPY 3517308 3517308 PATIENT CONTRACT SERVICES 2377360 2377360 MEDICAL SUPPLIES 736202 736202 1969456 1488771 472028 8657 62875233 50818160 11407847 649226 0 32726 47283 7481887 7363177 905069 587590 8227546 8906713 0 0 0 572199 346780 647216 663878 35954082 9644806 26715977 26309276 35353391 39710288 2321039 2518600 0 0 440175 440175 610847 1242522 83308072 88136282 8497050 8243082 353188 267113 4680 0 6897558 5933418 614784 673341 0 0 0 387998 341855 16755258 15458809 X 65154023 71193290 393061 461209 1005730 1022974 66552814 72677473 83308072 88136282 X 2935689 3123134 65836 X false true X true false X 2234659 2898750 1960098 2896487 1836386 11826380 60601476 60967495 63863892 61662371 60860113 307955347 0 0 0 62836135 63866245 65823990 64558858 62696499 319781727 0 0 10049 543145 19164 572358 0 0 0 0 0 0 0 0 10049 543145 19164 572358 319209369 1430274 1239239 1410694 1191994 1659204 6931405 0 1430274 1239239 1410694 1191994 1659204 6931405 0 299620 282052 162894 138664 467607 1350837 64566029 65387536 67397578 65889516 64823310 328063969 0.97300 0.97300 0.02110 0.02130 X OTHER INCOME, SCHEDULE A, PART III, LINE 12, DESCRIPTION - OTHER INCOME, COLUMN A - 299620, COLUMN B - 282052, COLUMN C - 162894, COLUMN D - 138664, COLUMN E - 467607, COLUMN F - 1350837;, RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 20566 20566 false Description of the activities reported on Lines 1a through 1i Schedule C, Part II-B, Line 1 IN 2012, HOSPICE OF THE BLUEGRASS (HOB) PAID $18,000 TO MML&K GOVERNMENT SOLUTIONS, A DIVISION OF MCBRAYER, MCGINNIS, LESLIE & KIRKLAND PLLC TO CONDUCT LOBBYING ACTIVITIES TO ASSIST HOB IN ITS EFFORTS TO IDENTIFY AND SECURE FEDERAL AND STATE FUNDING FOR THE HOSPICE FACILITY LOCATED IN HAZARD, KENTUCKY. ALSO IN 2012, HOB PAID DUES TO THE NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION, KENTUCKY HOME CARE ASSOCIATION AND KENTUCKY MEDICAL ASSOCIATION OF WHICH $2,566 IS RELATED TO LOBBYING ACTIVITIES. 0 51500 X COMMUNITY BEREAVEMENT false false true X 1078184 0 146672 1224856 1046452 7000 24732 1078184 873382 1000 172070 0 0 0 1046452 728814 1000 157071 0 13503 0 873382 987252 62189 -320515 0 0 112 728814 0.07300 0.62500 0.30200 true false 3455360 3455360 24442440 3973397 20469043 611937 392049 219888 7392845 5279360 2113485 51500 51500 26309276 0 ANNUITIES PAYABLE 147404 FAIR VALUE ADJUSTMENT OF INTEREST RATE SWAP 194451 341855 X Collections of art - description of collections Schedule D, Part III, Line 4 HOSPICE OWNS TWO MEMORIAL GARDEN SCULPTURES AND ONE FOYER SCULPTURE DESIGNED TO ENHANCE ITS COMMUNITY BEREAVEMENT PROGRAM. DONORS DESIGNATED SPECIFIC FUNDS FOR THE PURCHASE OF THE GARDEN SCULPTURES AND THE FOYER SCULPTURE WAS DONATED. Explanation of escrow agreement Schedule D, Part IV, Line 2b THE ORGANIZATION HOLDS FUNDS FOR JESSAMINE COUNTY HOSPICE CHARITIES. THESE FUNDS ARE RECORDED AS BOTH AN ASSET AND A LIABILITY ON THE ORGANIZATION'S FINANCIAL STATEMENTS. Intended uses of endowment funds Schedule D, Part V, Line 4 FUNDS RECEIVED FROM ENDOWMENTS ARE USED TO SUPPORT PROGRAM SERVICES. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 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 AND STATE INCOME TAXES. 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. 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 KENTUCKY FOR THE LAST THREE YEARS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED OR RECOGNIZED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2012 AND 2011. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2319000 0 0 2319000 false false true true false false Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL Method used to account for expenditures on organization's financial statements Schedule F, Part I, Line 3 CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL FRANKFORT GALA 74215 38661 35554 9078 11560 600 11379 NORTHERN KENTUCKY GALA 67573 27491 40082 4300 15677 3000 8822 7 186891 117562 69329 19134 24759 16604 20173 328679 183714 144965 0 0 32512 51996 20204 40374 145086 -121 19190 7413 841 true 0.85 19190 7413 0 0 841 8254 10936 KY true false false false 0 1 CAROL RUGGLES 2312 ALEXANDRIA DRIVE LEXINGTON KY 405043229 false KIM LIVESAY 775 KIM LIVESAY IS THE DIRECTOR OF ANNUAL GIVING AND PUBLIC RELATIONS. X false true PALLIATIVE CARE CENTER OF THE BLUEGRASS INC 2407 MEMBERS WAY LEXINGTON KY 405043383 611333301 501(C)(3) 442322 0 N/A N/A FINANCIAL SUPPORT TO RELATED ORGANIZATION 1 0 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 PALLIATIVE CARE CENTER OF THE BLUEGRASS (PCC) IS A RELATED ORGANIZATION IN WHICH HOB PROVIDES SUPPORT FOR OPERATIONS. ON A CONSOLIDATED BASIS, THESE ENTRIES ARE ELIMINATED. HOWEVER, ON A STAND-ALONE BASIS TO PROVIDE TRANSPARENCY IN REPORTING, THE SUPPORT PROVIDED BY HOB IS REPORTED AS GRANT / ASSISTANCE TO PCC. ON PCC'S FORM 990 THIS WILL BE REFLECTED AS A CONTRIBUTION FROM RELATED ORGANIZATIONS. THE SUPPORT PROVIDED IS BASED ON INTERCOMPANY EXPENSES INCURRED BY PCC WHERE PCC DOES NOT HAVE THE CASH FLOW TO REIMBURSE HOB. THE AMOUNT IS DETERMINED ANNUALLY BY THE HOB BOARD OF DIRECTORS AND THE PCC BOARD OF DIRECTORS BASED ON A REQUEST FROM PCC. X true true X X X X false true false false false false false false false SALLI WHISMAN 186772 8637 0 0 639 30 9810 453 20811 963 218032 10083 0 0 WENDY LATUNIK 152186 5847 0 0 156 6 7671 295 7219 277 167232 6425 0 0 KIMBERLY BELL 162661 8887 0 0 171 9 6013 328 6366 348 175211 9572 0 0 NANNETTE BERNALES 157332 0 0 0 774 0 6197 0 22796 0 187099 0 0 0 CAROL RUGGLES 138354 0 0 0 414 0 7398 0 22714 0 168880 0 0 0 TODD COTE 209536 52123 0 0 332 82 10010 2490 15853 3943 235731 58638 0 0 GRETCHEN BROWN 265815 0 0 0 94295 0 12500 0 9714 0 382324 0 0 0 CHRISTOPHER LYON 163670 7069 0 0 173 7 8447 365 14089 608 186379 8049 0 0 Health or social club dues or initiation fees Schedule J, Part I, Line 1a THE ORGANIZATION PAYS CLUB DUES TO SPINDLETOP HALL, OPERATED BY THE UNIVERSITY OF KENTUCKY, WHICH REQUIRES INDIVIDUAL MEMBERSHIP AND DOES NOT PERMIT CORPORATE MEMBERSHIP, THEREFORE THE MEMBERSHIP IS WITH THE CEO; HOWEVER ALL INTERESTED PERSONS MAY UTILIZE THE MEMBERSHIP UPON CEO APPROVAL. DUES ARE MODEST AND THE AGENCY UTILIZES THE FACILITY FOR GROUP MEETINGS AND OCCASIONAL GUEST LUNCHEONS. THE BENEFIT WAS NOT TREATED AS TAXABLE COMPENSATION SPECIFICALLY TO THE INTERESTED PERSON AS THIS PERSON DOES NOT UTILIZE THE MEMBERSHIP FOR PERSONAL USE. Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b GRETCHEN BROWN PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN WHICH SHE IS 100% VESTED. $34,438 WAS DEFERRED UNDER THE PLAN WITH RESPECT TO THE 2012 CALENDAR YEAR. IN ADDITION, THIS PLAN REPORTED $42,989 IN INVESTMENT EARNINGS IN 2012. A CITY OF HAZARD KENTUCKY 616001839 2009-10-29 8750000 SEE SCHEDULE O false false false A 2816582 0 8766651 0 0 0 110802 0 0 8655849 0 0 2011 false false true true A false false false false false false 0.0000 0.0000 0.0000 true false 0.000000 false true A false true true false true true BRANCH BANKING & TRUST CO 5.0 true false false NA 0 true false true A true DESCRIPTION OF PURPOSE OF BOND SCHEDULE K, PART I, COLUMN (F) THE PURPOSE OF THE BOND WAS TO FUND THE CONSTRUCTION OF A FREE-STANDING HOSPICE INPATIENT FACILITY AND AN ADMINISTRATIVE HOSPICE BUILDING IN HAZARD, KENTUCKY. TOTAL PROCEEDS OF ISSUE SCHEDULE K, PART II, LINE 3 BOND ISSUE PRICE - $8,750,000 INVESTMENT EARNINGS - $16,651 TOTAL PROCEEDS OF ISSUE - $8,766,651 ISSUANCE COST FROM PROCEEDS SCHEDULE K, PART II, LINE 7 PROCEEDS USED FOR BOND ISSUANCE COSTS (INCLUDING UNDERWRITERS' DISCOUNT) - $110,802 PAT BYRNE PRINTING INC PAT BYRNE PRINTING, INC. IS OWNED BY PAT BYRNE, THE SPOUSE OF DEEDE BYRNE, CHIEF CLINICAL OFFICER. 123933 PAT BYRNE PRINTING, INC. PRINTS VARIOUS PATIENT AND BUSINESS RELATED FORMS AND LITERATURE FOR HOSPICE OF THE BLUEGRASS. THIS TRANSACTION WAS MADE AT ARM'S LENGTH. false X 1228 REPLACEMENT COST X 7 20456 MARKET VALUE X CEMETERY PLOTS 2 12985 MARKET VALUE X DURABLE MEDICAL EQUIPMENT 113 11370 REPLACEMENT COST X OFFICE SUPPLIES AND EQUIPMENT 7 2890 REPLACEMENT COST X PATIENT AND FAMILY COMFORT ITEMS 60 5013 REPLACEMENT COST 0 false true false Explanations of reporting method for number of contributions Schedule M, Part I SECURITIES - PUBLICLY TRADED: NUMBER OF CONTRIBUTIONS BOOKS AND PUBLICATIONS: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS OTHER: NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 9 NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 4 NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line other=CEMETERY PLOTS NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line other=DURABLE MEDICAL EQUIPMENT NUMBER OF CONTRIBUTIONS PROGRAM SERVICE DESCRIPTION FORM 990, PART III, LINE 4A SIGNIFICANT ACTIVITIES IN 2012 INCLUDED BRINGING ALL PHARMACY SERVICES IN-HOUSE AND PROVIDING TRANSITION SERVICES FROM HOSPITAL TO HOME FOR MEDICARE BENEFICIARIES WHO ARE AT RISK OF READMISSION TO THE HOSPITAL WITHIN 30 DAYS. ALSO, WE HAVE PARTNERED WITH THE UNIVERSITY OF KENTUCKY (UK) TO CREATE A NEW END-OF-LIFE CARE PROGRAM FOR PEDIATRIC PATIENTS AT THE UK HOSPITAL. PLEASE VISIT OUR WEBSITE AT WWW.HOSPICEBG.ORG FOR FURTHER INFORMATION ON SERVICES PROVIDED. EMPLOYEES REPORTED ON FORM W-3 FORM 990, PART V, LINE 2A HOSPICE OF THE BLUEGRASS, INC. (HOB) EIN 61-0978097 IS THE COMMON PAYING AGENT FOR PALLIATIVE CARE CENTER OF THE BLUEGRASS, INC. (PCC), A RELATED ORGANIZATION. THEREFORE, ALL APPLICABLE IRS TAX FILINGS ARE REPORTED BY HOB. THE TOTAL NUMBER OF EMPLOYEES REPORTED ON FORM W-3 AND FILED BY THE COMMON PAYING AGENT, HOB, FOR 2012 WAS 909. FOR PURPOSES OF REPORTING THE NUMBER OF EMPLOYEES ON THE FORM 990, LINE 2A FOR HOB AND PCC, THERE WERE 893 AND 16 REPORTED FOR EACH RESPECTIVE ORGANIZATION. Delegate broad authority to a committee Form 990, Part VI, Section A, Line 1a THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIRMAN OF THE BOARD, THE VICE CHAIRMAN OF THE BOARD, THE IMMEDIATE PAST CHAIRMAN OF THE BOARD, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, THE SECRETARY, AND THE TREASURER. THE ONLY COMMITTEE MEMBER NOT ON THE GOVERNING BODY (THE BOARD) IS THE IMMEDIATE PAST CHAIRMAN OF THE BOARD WHO SERVES ON THE EXECUTIVE COMMITTEE AS AN EX-OFFICIO, NON-VOTING AND NON-FIDUCIARY MEMBER. THE EXECUTIVE COMMITTEE MAY HAVE AND EXERCISE ALL AUTHORITY OF THE BOARD OF DIRECTORS IN DEALING WITH THE DAY-TO-DAY MANAGEMENT OF THE ORGANIZATION TO THE EXTENT PERMITTED BY LAW. THE ACTIONS TAKEN SHALL BE REPORTED TO THE BOARD EITHER BY WRITTEN MINUTES OR REPORT BY THE CHAIRMAN. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b A COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY AND OFFICERS IN ATTENDANCE AT THE AUDIT AND FINANCE COMMITTEE MEETING ON AUGUST 23, 2013 PRIOR TO ITS FILING WITH THE IRS. IN ADDITION, THE ORGANIZATION'S RETURN PREPARER AND MANAGEMENT PRESENTED A FORM 990 SUMMARY REPORT AT THIS MEETING. Conflict of interest policy Form 990, Part VI, Section B, Line 12c ALL ORGANIZATION PERSONNEL, MEMBERS OF THE GOVERNING BODY AND ADVISORY BOARDS ARE COVERED UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN THE EVENT A SITUATION ARISES WHEREBY AN EMPLOYEE HAS A CONFLICT OF INTEREST, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE PRESIDENT/CEO. DISCLOSURE OF A POTENTIAL CONFLICT AND THE PRESIDENT/CEO'S DECISION REGARDING THE ACTIONS WILL BE NOTED IN A FILE KEPT BY THE PRESIDENT/CEO. IN THE EVENT A SITUATION EXISTS WHEREBY A MEMBER OF THE GOVERNING BODY OR ADVISORY COMMITTEE HAS A CONFLICT OF INTEREST, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE GOVERNING BODY. THE GOVERNING BODY WILL THEN RENDER A DECISION OF THAT MEMBER'S ELIGIBILITY TO VOTE ON ANY PARTICULAR ISSUE. DISCLOSURE OF A POTENTIAL CONFLICT AND THE GOVERNING BODY'S DECISION REGARDING THE CONFLICT WILL BE NOTED IN THE MINUTES. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE CEO/PRESIDENT'S COMPENSATION IS ESTABLISHED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE UTILIZES DATA PROVIDED BY INDEPENDENT COMPENSATION CONSULTANT STUDIES TO PROVIDE A BASIS FOR COMPARISON ALONG WITH AN ASSESSMENT OF THE CEO TO ARRIVE AT THE COMPENSATION AMOUNT. THIS PROCESS WAS LAST UNDERTAKEN IN THE 1ST QUARTER OF 2012. THE APPROVAL OF THE CEO/PRESIDENT'S COMPENSATION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b THE ORGANIZATION HAS A COMPENSATION PROGRAM WHICH APPLIES TO ALL PERSONNEL EXCEPT THE PRESIDENT/CEO. THE POLICIES AND PROCEDURES DEFINE THE GENERAL RULES OF OPERATION OF THE COMPENSATION PROGRAM AND THE PRESIDENT/CEO RETAINS THE AUTHORITY TO REVISE THE POLICY AS NEEDED FOR THE EFFECTIVE MANAGEMENT OF THE PROGRAM. THE COMPENSATION PROGRAM WAS INITIALLY DEVELOPED BY A COMPENSATION FIRM, MERCER, INC. IN JANUARY 1997. IT IS REVIEWED AND REVISED AS NEEDED WITH THE MOST RECENT DETAILED REVIEW BEING PERFORMED IN OCTOBER 2010 FOR 2011 COMPENSATION BY HANNA RESOURCE GROUP. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED TO BE DISCLOSED PUBLICLY PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS MAY BE DISCLOSED BASED UPON THE DISCRETION OF THE BOARD. HOURS FOR RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) EMPLOYEES HAVING ONE HOUR OR LESS PER WEEK AS HOURS FOR RELATED ORGANIZATIONS DO NOT HAVE REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS LISTED AS THE VALUE OF THEIR COMPENSATION FOR RELATED ORGANIZATIONS IS IDENTIFIED AS A COMPONENT OF PURCHASED SERVICES AND NOT AS REPORTABLE COMPENSATION. Other changes in net assets or fund balances Form 990 , Part XI, Line 9 CHANGE IN VALUE OF INTEREST RATE SWAP - 65836; Number of contributions or items contributed. Schedule M, part I, column (b), Line other=OFFICE SUPPLIES AND EQUIPMENT NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line other=PATIENT AND FAMILY COMFORT ITEMS NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 9 NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line 4 NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line other=CEMETERY PLOTS NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line other=DURABLE MEDICAL EQUIPMENT NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line other=OFFICE SUPPLIES AND EQUIPMENT NUMBER OF CONTRIBUTIONS Number of contributions or items contributed. Schedule M, part I, column (b), Line other=PATIENT AND FAMILY COMFORT ITEMS NUMBER OF CONTRIBUTIONS PALLIATIVE CARE CENTER OF THE BLUEGRASS 2312 ALEXANDRIA DRIVE LEXINGTON KY 405043229 PATIENT CARE KY 501(C)(3) 9 HOSPICE OF THE BLUEGRASS true HOSPICE OF THE BLUEGRASS FOUNDATION INC 2312 ALEXANDRIA DRIVE LEXINGTON KY 40504 SUPPORT KY 501(C)(3) Type I HOSPICE OF THE BLUEGRASS true HOSPICE MANAGEMENT SERVICES LLC 2312 ALEXANDRIA DRIVE LEXINGTON KY 40504 611377125 INACTIVE KY NA C CORPORATION 1.00000 false PERPETUAL TRUST (1) INVESTMENTS KY TRUST 0 false false true true false false false false false false false false false false true true true true false false PALLIATIVE CARE CENTER OF THE BLUEGRASS INC B 442322 FMV