AGRACE HOSPICECARE INCORPORATED: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AGRACE HOSPICECARE INCORPORATED (EIN 39-1319537)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-27
- IRS object ID
- 201111789349301411
- Schema version
- 2010v3.2
- 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 J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-27T16:00:24-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 West Madison Street | AddressLine1 |
| Address Line2 | Suite 700 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606024903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391319537 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICECARE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOSP | NameControl |
| Phone | 6082764660 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E CHERYL PARKWAY | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53711 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN PHILLIPS | Name |
| Title | CEO | Title |
| Date Signed | 2011-06-23 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3128997000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN PHILLIPS | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 EAST CHERYL PARKWAY | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 47407555 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOSPICECAREINC.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | OUR MISSION, "ENHANCING QUALITY OF LIFE AT THE END OF LIFE," LIVES IN THE COMPREHENSIVE CARE WE PROVIDE TO PATIENTS AND FAMILIES FACED WITH LIFE-LIMITING ILLNESS, HELPING THEM TO LIVE AS FULLY AS THEY CAN. IN 2010, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $130,000. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 621 | TotalNbrEmployees |
| Total Nbr Volunteers | 1290 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1266679 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 633803 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 42539018 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 45311566 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -6187 | InvestmentIncomePriorYear |
| Investment Income Current Year | -5573 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1399371 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1432651 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 45198881 | TotalRevenuePriorYear |
| Total Revenue Current Year | 47372447 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 22257 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 37785 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 29217081 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 31715610 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 927274 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13546497 | OtherExpensePriorYear |
| Other Expenses Current Year | 14822509 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 42785835 | TotalExpensesPriorYear |
| Total Expenses Current Year | 46575904 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2413046 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 796543 | RevenuesLessExpensesCY |
| Total Assets BOY | 9260158 | TotalAssetsBOY |
| Total Assets EOY | 11096941 | TotalAssetsEOY |
| Total Liabilities BOY | 3832196 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4854367 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5427962 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6242574 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | HOSPICECARE, INC.'S (HOSPICECARE) MISSION IS TO ENHANCE THE QUALITY OF LIFE AT THE END OF LIFE. HOSPICECARE'S VISION IS TO BUILD A COMMUNITY WHERE EXCEPTIONAL END OF LIFE CARE IS ACCEPTED, EXPECTED AND AVAILABLE TO ALL REGARDLESS OF THEIR AGE, INCOME, RELIGION, ETHNICITY AND/OR CULTURAL BACKGROUND. (CONTINUED IN SCHEDULE O) | MissionDescription |
| Significant Change | false | SignificantChange |
| Expense | 35979060 | Expense |
| Grants | 37785 | Grants |
| Revenue | 45048552 | Revenue |
| Description | CLINICAL PATIENT CARE - HOSPICECARE OFFERS THE MOST COMPREHENSIVE END-OF-LIFE CARE AVAILABLE. PATIENTS AND FAMILIES SERVED BY HOSPICECARE ARE PROVIDED THE EXPERT HELP OF A COMPLETE TEAM OF END-OF-LIFE PROFESSIONALS INCLUDING: NURSES, CERTIFIED NURSING ASSISTANTS, SOCIAL WORKERS, CHAPLAINS, VOLUNTEERS, PHYSICIANS, GRIEF COUNSELORS AND PHARMACISTS. THE HOSPICECARE TEAM ASSESSES THE UNIQUE NEEDS OF EACH PATIENT AND FAMILY. WORKING TOGETHER, HOSPICECARE STAFF, TRAINED VOLUNTEERS, AND THE PATIENT'S PHYSICIAN DELIVER COMPREHENSIVE CARE FOCUSED ON HELPING THE PATIENT AND THE FAMILY LIVE LIFE TO THE FULLEST. IN 2010, THE ORGANIZATION PROVIDED APPROXIMATELY $2,590,000 OF COMMUNITY BENEFIT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1265403 | Expense |
| Grants | 0 | Grants |
| Revenue | 301744 | Revenue |
| Description | HOSPICECARE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM, THE GIFT SHOP, AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2010 MORE THAN 1,100 COMMUNITY MEMBERS VOLUNTEERED OVER 65,000 HOURS (THE EQUIVALENT OF 31 FULL-TIME POSITIONS). BECAUSE OF THIS SUPPORT, HOSPICECARE IS ABLE TO DEFER SOME STAFFING COSTS AND CONTINUE TO PROVIDE A NATIONALLY RECOGNIZED LEVEL OF CARE TO PATIENTS AND FAMILIES. SOME OF THE VOLUNTEER POSITIONS INCLUDE IN-HOME AND RESIDENTIAL PATIENT AND FAMILY VOLUNTEER; GRIEF SERVICES, OFFICE, GIFT SHOP, FLOWER ROOM AND KITCHEN VOLUNTEER; VIGIL PROGRAM; AND HOSPICECARE CAMPUS GREETER. (CONTINUED SCHEDULE O) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 858676 | Expense |
| Grants | 0 | Grants |
| Revenue | 1094 | Revenue |
| Description | GRIEF SERVICES - HOSPICECARE'S GRIEF SERVICES PROGRAM PROVIDES SERVICES TO HOSPICE FAMILY MEMBERS AND COMMUNITY MEMBERS. IN ADDITION TO INDIVIDUAL COUNSELING, 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 LOSS, NOT JUST TO PATIENTS AND FAMILIES SERVED BY HOSPICECARE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 635925 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | COMMUNITY EDUCATION AND OUTREACH - AS THE COMMUNITY'S HOSPICE, 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. HOSPICECARE CONDUCTS EDUCATIONAL PRESENTATIONS, SEMINARS, CONFERENCES, AND INSERVICE PROGRAMS FOR COMMUNITY GROUPS AND HEALTHCARE PROFESSIONALS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 635925 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 38739064 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 109 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 621 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN PHILLIPS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6082764660 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 EAST CHERYL PARKWAY | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53711 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|---|---|---|---|---|
| GALEN HASLER | |||||||
| MEDICAL DIRECTOR | 20 | X | 104899 | 0 | 23121 | ||
| LISA N SHERVEN | |||||||
| DIRECTOR OF ACCESS | 40 | X | 110558 | 0 | 14864 | ||
| JOYCE ZEASMAN | |||||||
| VP FINANCE | 40 | 70716 | 0 | 900 | X | ||
| DAN CHIN | |||||||
| VP PUBLIC AFFAIRS | 40 | 108250 | 0 | 28987 | X | ||
| BRIAN W MURPHY | |||||||
| VP MEDICAL SERVICES | 40 | 116224 | 0 | 4198 | X | ||
| LYNNE MYERS | |||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | ||
| JANE M QUINN | |||||||
| VP QUALITY AND COMPLIANCE | 40 | 120157 | 0 | 21638 | X | ||
| JULIA HOUCK | |||||||
| VP HR AND VOLUNTEER SERVICES | 40 | 123124 | 0 | 22484 | X | ||
| MARCIA M WHITTINGTON | |||||||
| VP FOUNDATION | 5 | 0 | 131355 | 28380 | X | ||
| GERALD LEFERT | |||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | ||
| SUSANNA HERRO | |||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | ||
| JIM BAKKE | |||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | ||
| BRUCE AGNEBERG | |||||||
| CMO | 40 | 231016 | 0 | 29135 | X | ||
| HARVEY TEMKIN | |||||||
| DIRECTOR - PART YEAR | 1 | 0 | 0 | 0 | X | ||
| SUSAN PHILLIPS | |||||||
| CEO | 35 | 340928 | 0 | 71079 | X | ||
| MARION WOZNIAK | |||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | ||
| DAVID KRUGER | |||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | ||
| MARK WINTER | |||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | ||
| JOAN BURKE | |||||||
| CHAIR | 1 | 0 | 0 | 0 | X | X | |
| SHARON CHAMBERLAIN | |||||||
| SECRETARY | 1 | 0 | 0 | 0 | X | X | |
| SARAH BEALLES | |||||||
| CFO | 35 | 229321 | 0 | 8341 | X | ||
| MARY STARMANN-HARRISON | |||||||
| TREASURER | 1 | 0 | 0 | 0 | X | X | |
| GORDON DERZON | |||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | ||
| DAVID CULLEN | |||||||
| VICE CHAIR | 1 | 0 | 0 | 0 | X | X | |
| KATIE WALLER | |||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | ||
| JOANN KOWALSKI | |||||||
| CHIEF CLINICAL OFFICER | 40 | X | 198040 | 0 | 29326 | ||
| JEFF GROSSMAN | |||||||
| DIRECTOR | 1 | 0 | 0 | 0 | X | ||
| NANCY FOX | |||||||
| DIRECTOR - PART YEAR | 1 | 0 | 0 | 0 | X | ||
| GORDON RICE | |||||||
| DIRECTOR - PART YEAR | 1 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1753233 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 131355 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 282453 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UNIVERSITY OF WI HOSPITALCLINIC | |||||
| DRAWER 853 | MILWAUKEE | WI | 532780853 | THERAPIES & IMAGING SVCS | 800275 |
| SUNCOAST SOLUTIONS | |||||
| 19337 US HWY 19 NORTH STE 450 | CLEARWATER | FL | 33764 | TECH SUPPORT FOR SOFTWARE | 283881 |
| CHARTWELL MIDWEST-WISCONSIN | |||||
| PO BOX 78804 | MILWAUKEE | WI | 532780804 | BIOLOGICAL/INFUSION THERAPY | 272745 |
| RYAN BROTHERS | |||||
| 922 SOUTH PARK ST | MADISON | WI | 53715 | AMBULANCE SERVICE | 196907 |
| HOME HEALTH UNITED INC | |||||
| 2802 WALTON COMMONS WEST | MADISON | WI | 53718 | THERAPIES-PHYSICAL | 143952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Federated Campaigns | 270542 | FederatedCampaigns |
| Related Organizations | 304907 | RelatedOrganizations |
| All Other Contributions | 58354 | AllOtherContributions |
| Noncash Contributions | 9760 | NoncashContributions |
| Total Contributions | 633803 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 45049646 | 45049646 | 0 | $0 |
| FOOD SERVICE | 261920 | 261920 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 45311566 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5256 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,256 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1024 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 11853 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | -10829 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -10829 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$10,829 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 38282 | GrossSalesOfInventory |
| Cost Of Goods Sold | 23255 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15027 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $15,027 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| CONTRACTED SERVICES TO AFFILIATES | 1377800 | 0 | 0 | $1,377,800 |
| OTHER REVENUE | 39824 | 39824 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1417624 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47372447 | TotalRevenueColumn |
| Related Or Exempt Function Income | 45351390 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,387,254 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37785 | Total |
| Program Services | 37785 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1620546 | Total |
| Program Services | 376796 | ProgramServices |
| Management And General | 1087918 | ManagementAndGeneral |
| Fundraising | 155832 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25950 | Total |
| Management And General | 25950 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23414520 | Total |
| Program Services | 19515661 | ProgramServices |
| Management And General | 3362881 | ManagementAndGeneral |
| Fundraising | 535978 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1053812 | Total |
| Program Services | 867846 | ProgramServices |
| Management And General | 164044 | ManagementAndGeneral |
| Fundraising | 21922 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3869802 | Total |
| Program Services | 3151302 | ProgramServices |
| Management And General | 627045 | ManagementAndGeneral |
| Fundraising | 91455 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1730980 | Total |
| Program Services | 1381457 | ProgramServices |
| Management And General | 302486 | ManagementAndGeneral |
| Fundraising | 47037 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41027 | Total |
| Management And General | 41027 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103076 | Total |
| Management And General | 103076 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27500 | Total |
| Management And General | 27500 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160 | Total |
| Management And General | 160 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143381 | Total |
| Program Services | 71641 | ProgramServices |
| Management And General | 71740 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303850 | Total |
| Program Services | 6830 | ProgramServices |
| Management And General | 297020 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355436 | Total |
| Program Services | 200288 | ProgramServices |
| Management And General | 150759 | ManagementAndGeneral |
| Fundraising | 4389 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334107 | Total |
| Program Services | 269394 | ProgramServices |
| Management And General | 56004 | ManagementAndGeneral |
| Fundraising | 8709 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1496831 | Total |
| Program Services | 1289364 | ProgramServices |
| Management And General | 181279 | ManagementAndGeneral |
| Fundraising | 26188 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98564 | Total |
| Program Services | 78490 | ProgramServices |
| Management And General | 20073 | ManagementAndGeneral |
| Fundraising | 1 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 196513 | Total |
| Program Services | 103853 | ProgramServices |
| Management And General | 91594 | ManagementAndGeneral |
| Fundraising | 1066 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40303 | Total |
| Program Services | 32681 | ProgramServices |
| Management And General | 6596 | ManagementAndGeneral |
| Fundraising | 1026 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166371 | Total |
| Program Services | 111424 | ProgramServices |
| Management And General | 51920 | ManagementAndGeneral |
| Fundraising | 3027 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ROOM AND BOARD | 3221207 | 3221207 | ||
| MEDICAL SUPPLIES AND EQUIPMENT | 2382281 | 2382281 | ||
| MEDICATIONS AND INFUSION THERAPIES | 2728224 | 2728224 | ||
| PATIENT RELATED COSTS | 1768337 | 1768337 | ||
| EQUIPMENT RENTAL AND MAINTENANCE | 1010494 | 806345 | 176677 | 27472 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404847 | Total |
| Program Services | 337858 | ProgramServices |
| Management And General | 63817 | ManagementAndGeneral |
| Fundraising | 3172 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46575904 | Total |
| Program Services | 38739064 | ProgramServices |
| Management And General | 6909566 | ManagementAndGeneral |
| Fundraising | 927274 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3970460 | BOY |
| EOY | 4970719 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23699 | BOY |
| EOY | 23732 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4169815 | BOY |
| EOY | 4840087 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73683 | BOY |
| EOY | 80978 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 526661 | BOY |
| EOY | 651555 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1202671 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1187732 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57185 | BOY |
| EOY | 14939 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18009 | BOY |
| EOY | 48691 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 420246 | BOY |
| EOY | 466240 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9260158 | BOY |
| EOY | 11096941 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3660042 | BOY |
| EOY | 4675476 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37562 | BOY |
| EOY | 53756 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134592 | BOY |
| EOY | 125135 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3832196 | BOY |
| EOY | 4854367 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5340183 | BOY |
| EOY | 6127345 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87779 | BOY |
| EOY | 115229 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5427962 | BOY |
| EOY | 6242574 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9260158 | BOY |
| EOY | 11096941 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 796543 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 18069 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 360002 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 390807 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 386549 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1266679 | CurrentTaxYearMinus1Year |
| Current Tax Year | 633803 | CurrentTaxYear |
| Total | 3037840 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24302120 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33720125 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38744774 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42539018 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45311566 | CurrentTaxYear |
| Total | 184617603 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24662122 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34110932 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39131323 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43805697 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45945369 | CurrentTaxYear |
| Total | 187655443 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 187655443 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8550 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8720 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5256 | CurrentTaxYear |
| Total | 55092 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8550 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8720 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5256 | CurrentTaxYear |
| Total | 55092 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 833992 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1105032 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1316488 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1421882 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1455906 | CurrentTaxYear |
| Total | 6133300 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25504664 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35232593 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40463748 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45236299 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47406531 | CurrentTaxYear |
| Total | 193843835 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.9681 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.9675 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.0003 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.0003 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | OTHER INCOME, SCHEDULE A, PART III, SECTION A, LINE 12, CONTRACTED SERVICES TO AFFILIATE - 2006=$803,000, 2007=$1,055,000, 2008=$1,234,800, 2009=$1,323,000, 2010=$1,377,800 TOTAL=$5,793,600 GIFT SHOP - 2006=NONE, 2007=$37,277, 2008=$39,792, 2009=$41,375, 2010=$38,282 TOTAL=$156,726 PROPERTY INSURANCE SETTLEMENT - 2006=NONE, 2007=NONE, 2008=$41,896, 2009=NONE, 2010=NONE TOTAL=$41,896 MISCELLANEOUS INCOME - 2006=$30,992, 2007=$12,755, 2008=NONE, 2009=$57,507, 2010=$39,824 TOTAL=$141,078, | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Exmpt Function Expenditures | 0 | TotalExmptFunctionExpenditures |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $27,500 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $1,093 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 28593 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Non Ded Lobby Political Total | 0 | NonDedLobbyPoliticalTotal |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of other lobbying activities | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1i | ReturnReference |
| Explanation | MEMBERSHIP DUES PAID TO NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION ARE ALLOCATED PARTIALLY TO LOBBYING EXPENSES. | Explanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 88605 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | PROVIDE WELCOMING ENVIRONMENT | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 472208 | BeginningOfYearBalance |
| Contributions | 14510 | Contributions |
| Investment Earnings Or Losses | 66356 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3298 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 549776 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 460319 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 11889 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 472208 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 415642 | BeginningOfYearBalance |
| Contributions | 90070 | Contributions |
| Investment Earnings Or Losses | -11128 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 34265 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 460319 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.890 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.110 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3345 | OtherCostOrOtherBasis |
| Depreciation | 2761 | Depreciation |
| Book Value | 584 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1199326 | OtherCostOrOtherBasis |
| Depreciation | 1184971 | Depreciation |
| Book Value | 14355 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 14939 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $5,630 |
| MERU FUNDS | $16,505 |
| SECURITY DEPOSITS | $103,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 125135 | TotalOfAmounts |
| Total Revenue | 47362687 | TotalRevenue |
| Total Expenses | 46812487 | TotalExpenses |
| Excess Or Deficit For Year | 550200 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2513 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 246343 | DonatedServicesAndFacilities |
| Other | $15,557 | OtherAmount |
| Total Adjustments | 264413 | TotalAdjustments |
| Excess Or Deficit Per FS | 814613 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 47650195 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2513 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 246343 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 38812 | OtherRevenues |
| Revenue Not Rptd F990 | 287668 | RevenueNotRptdF990 |
| Revenue Subtotal | 47362527 | RevenueSubtotal |
| Investment Expenses Not Included | 160 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 160 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 47362687 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 46835582 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 23255 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 23255 | ExpensesNotRptdF990 |
| Expenses Subtotal | 46812327 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 160 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 160 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 46812487 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Collections of art - description of collections | Schedule D, Part III, Line 4 | 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 HOSPICECARE HOLDINGS AND OPERATED BY HOSPICECARE INC. THESE WORKS OF ART ARE USED TO PROVIDE A WELCOMING, THERAPEUTIC, HOME LIKE ENVIRONMENT TO HOSPICECARE INC. PATIENTS AND FAMILIES IN FUTHERANCE 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. |
| Intended uses of endowment funds | Schedule D, Part V, Line 4 | HOSPICECARE FOUNDATION, A RELATED TAX-EXEMPT ENTITY, HOLDS ENDOWEMENTS FOR THE PURPOSE OF PROVIDING SUPPORT TO HOSPICECARE, INC. |
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | U.S. GAAP REQUIRES THAT A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. 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, 2010 OR 2009. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB SAHARAN AFRICA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS | TypeOfActivitiesConducted |
| Specific Services Provided | N/A | SpecificServicesProvided |
| Total Expenditures | 37785 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 37785 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | SUB SAHARAN AFRICA | Region |
| Purpose Of Grant | HOSPICE CARE | PurposeOfGrant |
| Amount Of Cash Grant | 37785 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursement |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule F, Part I, Line 2 | ReturnReference |
| Explanation | HOSPICECARE, INC. (HOSPICECARE) 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. 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. IN ADDITION, THIS YEAR MONEY WAS RAISED TO CREATE A MAIZE MILL TO HELP SUPPORT THE HOSPICE OPERATION IN KENYA. THE MERU HOSPICE IN KENYA IS THE ONLY FOREIGN ORGANIZATION THAT RECEIVES GRANTS FROM 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 HOSPICECARE IN SPECIFIC SUPPORT OF THE MERU HOSPICE PARTNERSHIP. HOSPICECARE, INC. 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 HOSPICECARE'S VICE PRESIDENT OF FINANCE. A CONTRACT IS UPDATED ANNUALLY AND SPECIFIES THE USE OF THE GRANT FUNDS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARCIA M WHITTINGTON | |||||||||||||
| 0 | 117591 | 0 | 0 | 0 | 13764 | 0 | 8100 | 0 | 20280 | 0 | 159735 | 0 | 0 |
| BRUCE AGNEBERG | |||||||||||||
| 208305 | 0 | 11000 | 0 | 11711 | 0 | 13860 | 0 | 15275 | 0 | 260151 | 0 | 0 | 0 |
| SUSAN PHILLIPS | |||||||||||||
| 240677 | 0 | 59150 | 0 | 41101 | 0 | 49617 | 0 | 21462 | 0 | 412007 | 0 | 15537 | 0 |
| SARAH BEALLES | |||||||||||||
| 127444 | 0 | 36000 | 0 | 65877 | 0 | 0 | 0 | 8341 | 0 | 237662 | 0 | 0 | 0 |
| JOANN KOWALSKI | |||||||||||||
| 146679 | 0 | 27000 | 0 | 24361 | 0 | 12046 | 0 | 17280 | 0 | 227366 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Severance or change-of-control payment | Schedule J, Part I, Line 4a | SARAH BEALLES, EXECUTIVE VP AND CFO, RECEIVED A SEVERANCE IN THE AMOUNT OF $79,200. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | HOSPICECARE, INC. HAS A 457(F) DEFERRED COMPENSATION AGREEMENT WITH CEO, SUSAN PHILLLIPS. INCLUDED IN PART II, COLUMN (C) OF SCHEDULE J IS $34,917 OF COMPENSATION REPORTED FOR PARTICIPATION IN THIS PLAN. THERE IS AN ADDITIONAL $10,000 ANNUITY PAYMENT THAT SHE IS TO RECEIVE OVER 10 YEARS THAT IS NOT INCLUDED IN THE ABOVE AMOUNT. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON CHAMBERAIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DIRECTOR/SECRETARY | Relationship |
| Amount Of Transaction | 25950 | AmountOfTransaction |
| Description Of Transaction | MARKET RESEARCH FOR BRANDING, CAPITAL CAMPAIGN | DescriptionOfTransaction |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of other program services | Form 990, Part III, Line 4d | COMMUNITY EDUCATION AND OUTREACH - AS THE COMMUNITY'S HOSPICE, 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. HOSPICECARE CONDUCTS EDUCATIONAL PRESENTATIONS, SEMINARS, CONFERENCES, AND INSERVICE PROGRAMS FOR COMMUNITY GROUPS AND HEALTHCARE PROFESSIONALS. |
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | (CONTINUED FROM FORM 990, PART III, LINE 1) HOSPICECARE INC. 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. HOSPICECARE'S MISSION, "ENHANCING QUALITY OF LIFE AT THE END OF LIFE", IS FULFILLED BY THE COMPREHENSIVE 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 2010, THE ORGANIZATION PROVIDED CHARITY CARE OF APPROXIMATELY $130,000. |
| OTHER PROGRAM SERVICES | FORM 990, PART III, LINE 4B | (CONTINUED FROM FORM 990, PART III, LINE 4B) FOOD SERVICE: 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 COMFORT PATIENTS ON THE OUTSIDE AND INSIDE. 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. THE CAFE ALSO SELLS FRESH BAKED GOODS, COFFEE, AND TEA TO PATIENTS AND FAMILIES TO HELP SOOTH THE SOUL. IN ADDITION TO PATIENT AND FAMILY MEALS, HOSPICECARE FOOD SERVICES MAKES THEIR FOOD AVAILABLE FOR PURCHASE BY STAFF, VOLUNTEERS, GUESTS, EDUCATIONAL EVENTS AND GRIEF SUPPORT GROUPS. |
| Significant changes to organizational documents | Form 990, Part VI, Section A, Line 4 | THE BYLAWS WERE AMENDED ON DECEMBER 16, 2010. KEY CHANGES THAT WERE MADE TO THE BYLAWS INCLUDE: · ESTABLISHING TERM LIMITS FOR BOARD MEMBERS. · ALLOWING THE BOARD TO ACT WITHOUT A MEETING IF AT LEAST TWO-THIRDS OF THE DIRECTORS APPROVE THE ACTION TO BE TAKEN (PREVIOUSLY ALL DIRECTORS HAD TO APPROVE THE ACTION). · ALL VICE PRESIDENTS BECAME OFFICERS OF THE ORGANIZATION DURING 2010. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE VP OF FINANCE AND THE CONTROLLER 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 EXECUTIVE LEADERSHIP TEAM ALSO REVIEWED THE FORM AND SCHEDULES FOR CONTENT, PRESENTATION AND REASONABLENESS. THE AUDIT COMMITTEE REVIEWED THE FORM 990 AND RELATED SCHEDULES FOR REASONABLENESS. REPRESENTATIVES FROM THE ACCOUNTING FIRM OF CROWE HORWATH WERE PRESENT AND ASSISTED THE CEO/PRESIDENT, VP OF FINANCE AND CONTROLLER IN LEADING THE REVIEW. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | 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. AN INTERESTED PERSON WITH A CONFLICT WILL EXCUSE HIM/HERSELF FROM ANY DISCUSSION, VOTE OR SIMILAR ACTION AS IT RELATES TO THE CONFLICT DISCLOSED. IF A CONFLICT OF INTEREST IS DISCOVERED THAT WAS NOT DISCLOSED BY THE INTERESTED PERSON, THE ISSUE WOULD BE DIRECTED TO THE EXECUTIVE COMMITTEE FOR RESOLUTION. THE GOVERNANCE COMMITTEE IS CHARGED WITH REGULAR REVIEW OF THE INTERESTED PERSONS PRACTICES AND QUESTIONNAIRES REGARDING CONFLICTS OF INTEREST AND SUGGESTS IMPROVEMENTS AS NEEDED. THE CONFLICT OF INTEREST QUESTIONNAIRES ARE REVIEWED BY THE CONTROLLER AND DIRECTOR OF GOVERNANCE. THE CONTROLLER AND DIRECTOR OF GOVERNANCE DETERMINE WHETHER A POTENTIAL CONFLICT EXISTS BASED ON THE COMPLETED QUESTIONNAIRES SUBMITTED BY EACH INTERESTED PERSON. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | 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 CONSULTANTS. IN JANUARY OF EACH YEAR, THE VICE PRESIDENT OF HUMAN RESOURCES PRESENTS THIS INFORMATION TO THE EXECUTIVE COMMITTEE OF THE BOARD, ALONG WITH A 990 ANALYSIS OF SIMILAR SIZED NON-PROFIT HOSPICES. BASED ON THIS INFORMATION, THE EXECUTIVE COMMITTEE SETS AND APPROVES THE PAY FOR THE CHIEF EXECUTIVE OFFICER FOR THE YEAR AND CONTEMPORANEOUSLY DOCUMENTS THEIR APPROVAL IN WRITING. THIS PROCESS WAS LAST UNDERTAKEN IN JANUARY 2010. |
| Process used to establish compensation of other officers/key employees | Form 990, Part VI, Section B, Line 15b | 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 CONSULTANTS. EXECUTIVE LEADERSHIP PAY IS ADJUSTED BASED ON: 1) YEARS OF EXPERIENCE; 2) MARKET DATA FOR THE POSITION, AND; 3) PERFORMANCE. THE VICE PRESIDENT OF HUMAN RESOURCES PRESENTS THE MARKET DATA INFORMATION TO THE EXECUTIVE COMMITTEE OF THE BOARD. BASED ON THIS INFORMATION, THE EXECUTIVE COMMITTEE OF THE BOARD APPROVES THE PAY STRUCTURE FOR THE EXECUTIVE LEADERSHIP TEAM AND ALL OTHER EMPLOYEES AND DOCUMENTS THEIR APPROVAL IN WRITING. THIS PROCESS WAS LAST UNDERTAKEN IN JANUARY 2010. |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON RECEIPT OF A WRITTEN REQUEST. |
| COMPENSATION OF OTHER OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES | FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B | SUSAN PHILLIPS, CEO, DEVOTES APPROXIMATELY 5 HOURS A WEEK RESPECTIVELY TO HOSPICECARE FOUNDATION, INC. AND HOSPICECARE HOLDINGS, INC., BOTH OF WHICH ARE RELATED TAX-EXEMPT ORGANIZATIONS. SARAH BEALLES, EXECUTIVE VICE PRESIDENT/CFO, DEVOTED APPROXIMATELY 5 HOURS A WEEK RESPECTIVELY TO HOSPICECARE FOUNDATION, INC. AND HOSPICECARE HOLDINGS, INC., BOTH OF WHICH ARE RELATED TAX-EXEMPT ORGANIZATIONS. MARCIA WHITTINGTON, VICE PRESIDENT OF FOUNDATION, DEVOTES APPROXIMATELY 35 HOURS A WEEK TO HOSPICECARE FOUNDATION, INC., A RELATED TAX-EXEMPT ORGANIZATION. |
| Other changes in net assets or fund balances | Form 990, Part XI, Line 5 | NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 2512; CHANGE IN INTEREST IN AFFILIATE - 15557; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICECARE THRIFT STORE LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5395 E CHERYL PARKWAY | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300001703 | EIN |
| Primary Activities | THRIFT STORE | PrimaryActivities |
| Legal Domicile State | WI | LegalDomicileState |
| Total Income | 613118 | TotalIncome |
| EOY Assets | 171099 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICECARE FOUNDATION | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| HOSPICECARE FOUNDATION INC | |||||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | 300001703 | FUNDRAISING | WI | 501(C)(3) | 11 - Type I | NA |
| HOSPICECARE HOLDINGS INC | |||||||||
| 5395 E CHERYL PARKWAY | MADISON | WI | 53711 | 300001715 | PROPERTY HOLDING | WI | 501(C)(3) | 11 - Type I | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HOSPICECARE FOUNDATION INC | ||
| C | 304907 | REIMBURSEMENT OF ACTUAL EXPENDITURES |
| HOSPICECARE HOLDINGS INC | ||
| J | 1814400 | PER INTERCOMPANY AGREEMENT |
| HOSPICECARE HOLDINGS INC | ||
| K | 97200 | ESTIMATE OF TIME AND ACTUAL SALARY |
| HOSPICECARE FOUNDATION | ||
| J | 1281546 | EMPLOYEES DEDICATED TO FOUNDATION |
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