OHIOS HOSPICE FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OHIOS HOSPICE FOUNDATION (EIN 31-1769696)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-09
- IRS object ID
- 201132529349300013
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-09T12:40:18-05:00 | 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 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N MAIN ST STE 800 KETTERING TOWE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45423 | 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 | 311769696 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE OF DAYTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOSP | NameControl |
| Phone | 9372564490 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 WILMINGTON AVE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45420 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JERRY DURST | Name |
| Title | CFO | Title |
| Phone | 9372564490 | Phone |
| Date Signed | 2011-05-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN T DAVIS CPA | Name |
| Phone | 9372260070 | Phone |
| Date Prepared | 2011-05-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENT ANDERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 WILMINGTON AVE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21657163 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.HOSPICEOFDAYTON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE FINANCIAL SUPPORT TO ITS PARENT ORGANIZATION, THE HOSPICE OF DAYTON, INC. (31-0933339) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2488284 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2073942 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 468253 | InvestmentIncomePriorYear |
| Investment Income Current Year | 705111 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 56943 | OtherRevenuePriorYear |
| Other Revenue Current Year | 322615 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3013480 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3101668 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1444606 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1177836 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 814486 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 974570 | OtherExpensePriorYear |
| Other Expenses Current Year | 957393 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2419176 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2135229 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 594304 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 966439 | RevenuesLessExpensesCY |
| Total Assets BOY | 20675265 | TotalAssetsBOY |
| Total Assets EOY | 23814881 | TotalAssetsEOY |
| Total Liabilities BOY | 2556 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 438908 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20672709 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23375973 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE HOSPICE OF DAYTON FOUNDATION IS A SUPPORTIVE FOUNDATION OF THE HOSPICE OF DAYTON, INC. IT PROVIDES COUNSEL AND ASSISTANCE TO THE HOSPICE OF DAYTON, INC., BY HELPING TO IDENTIFY AND ACCESS INDIVIDUAL AND CORPORATE FINANCIAL SUPPORT WITH THE HOSPICE OF DAYTON'S SERVICE AREA; PROVIDING A COMMUNITY PERSPECTIVE ON KEY ISSUES RELEVANT TO PALLIATIVE AND HOSPICE CARE; AIDING IN THE DEVELOPMENT OF A COMPREHENSIVE COMMUNITY OUTREACH EDUCATIONAL PROGRAM; HELPING TO SHAPE KEY MESSAGES ON HOSPICE AND PALLIATIVE CARE; HELPING FORMULATE STRATEGIES TO INCREASE THE NON-EARNED REVENUE; AND MAKING FUNDING/GRANTING DECISIONS RELATIVE TO THE HOSPICE OF DAYTON, INC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1177836 | Expense |
| Grants | 1177836 | Grants |
| Description | SUPPORT OF THE HOSPICE OF DAYTON, INC. (EIN. 31-0933339). GRANTS PAID SUPPORT PATHWAYS OF HOPE, FOCUSED/COMPLIMENTARY CARE, PALLIATIVE CARE, INDIGENT CARE, AS WELL AS SUPPORT OVERALL COMMUNITY BASED MODEL OF CARE. | Description |
| Total Program Service Expense | 1177836 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERRY DURST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9372564490 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 WILMINGTON AVE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 454201891 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SANDRA K PIERCE | ||||||
| TRUSTEE-CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| CAROL LEVITAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DEBORAH DAILEY | ||||||
| PRESIDENT-HOD (JAN-AUG) | 2.00 | X | 0 | 1297543 | 46225 | |
| JUDY JOHNSON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PAMELA MORRIS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DONALD WECKSTEIN | ||||||
| TRUSTEE-SECRETARY/TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| ROBERT BRETHEN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| KENT ANDERSON | ||||||
| PRESIDENT-HOD (AUG-DEC) | 2.00 | X | 0 | 87842 | 0 | |
| WILLIAM THALER | ||||||
| TRUSTEE-VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| BRENDA HUMFLEET | ||||||
| PRESIDENT | 40.00 | X | 0 | 238667 | 22491 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1624052 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 68716 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 137946 | FederatedCampaigns |
| Fundraising Events | 18895 | FundraisingEvents |
| All Other Contributions | 1917101 | AllOtherContributions |
| Total Contributions | 2073942 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 461208 | TotalRevenueColumn |
| Exclusion | $461,208 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18721586 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18477683 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 243903 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 243903 | TotalRevenueColumn |
| Exclusion | $243,903 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 322424 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 18895 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 77812 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 244612 | TotalRevenueColumn |
| Exclusion | $244,612 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESALE SHOP | Description |
| Business Code | 453310 | BusinessCode |
| Total Revenue Column | 78003 | TotalRevenueColumn |
| Exclusion | $78,003 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 78003 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3101668 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,027,726 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1177836 | Total |
| Program Services | 1177836 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25 | Total |
| Management And General | 25 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102233 | Total |
| Management And General | 102233 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28752 | Total |
| Management And General | 12491 | ManagementAndGeneral |
| Fundraising | 16261 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11981 | Total |
| Fundraising | 11981 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26729 | Total |
| Management And General | 26729 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6015 | Total |
| Fundraising | 6015 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ALLOCATED SALARIES, BEN | 528248 | 528248 | |
| PRINTING AND PUBLICATIO | 132614 | 132449 | 165 |
| POSTAGE AND MAILINGS | 61524 | 61524 | |
| FUNDRAISING ACTIVITIES | 13184 | 13184 | |
| EQUIPMENT AND COMPUTER | 12315 | 12315 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33773 | Total |
| Management And General | 1264 | ManagementAndGeneral |
| Fundraising | 32509 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2135229 | Total |
| Program Services | 1177836 | ProgramServices |
| Management And General | 142907 | ManagementAndGeneral |
| Fundraising | 814486 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750 | BOY |
| EOY | 750 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1461041 | BOY |
| EOY | 1829919 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 912538 | BOY |
| EOY | 605127 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13151362 | BOY |
| EOY | 21379085 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5149574 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20675265 | BOY |
| EOY | 23814881 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2556 | BOY |
| EOY | 464 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 438444 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2556 | BOY |
| EOY | 438908 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19239731 | BOY |
| EOY | 21818087 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332978 | BOY |
| EOY | 447886 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1100000 | BOY |
| EOY | 1110000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20672709 | BOY |
| EOY | 23375973 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20675265 | BOY |
| EOY | 23814881 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 966439 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1736825 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPICE OF DAYTON INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310933339 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $1,177,836 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1177836 | SumOfAmounts |
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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14407503 | BeginningOfYearBalance |
| Contributions | 6273655 | Contributions |
| Investment Earnings Or Losses | 2324795 | InvestmentEarningsOrLosses |
| Other Expenditures | 177496 | OtherExpenditures |
| End Of Year Balance | 22828457 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7500120 | BeginningOfYearBalance |
| Contributions | 6015800 | Contributions |
| Investment Earnings Or Losses | 1396370 | InvestmentEarningsOrLosses |
| Other Expenditures | 504787 | OtherExpenditures |
| End Of Year Balance | 14407503 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9640550 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -2140430 | InvestmentEarningsOrLosses |
| End Of Year Balance | 7500120 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.95140 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.04860 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO RELATED ENTITY (THE HOSPICE OF DAYTON, INC. 31-0933339) | Description |
| Amount | $438,444 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 438444 | TotalOfAmounts |
| Total Revenue | 3101668 | TotalRevenue |
| Total Expenses | 2135229 | TotalExpenses |
| Excess Or Deficit For Year | 966439 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1721917 | NetUnrealizedGLOnInvestments |
| Other | $14,908 | OtherAmount |
| Total Adjustments | 1736825 | TotalAdjustments |
| Excess Or Deficit Per FS | 2703264 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4910518 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1721917 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 96446 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 92720 | OtherRevenues |
| Revenue Not Rptd F990 | 1911083 | RevenueNotRptdF990 |
| Revenue Subtotal | 2999435 | RevenueSubtotal |
| Investment Expenses Not Included | 102233 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 102233 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3101668 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2207254 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 96446 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 77812 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 174258 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2032996 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 102233 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 102233 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2135229 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE FINACIAL SUPPORT TO THE FOUNDATION'S PARENT ORGANIZATION, THE HOSPICE OF DAYTON, INC. (31-0933339). IT IS THE FOUNDATION'S OBJECTIVE TO UTILIZE CURRENT FUNDRAISING TO SUPPORT THE HOSPICE OF DAYTON, INC.'S PROGRAMS, TO GROW AND PROVIDE RESERVES FOR UNFORESEEN CIRCUMSTANCES OR TO FUND SIGNIFICANT NEW INITIATIVES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION EVALUATES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS FILED BY THE ORGANIZATION. THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AND THEREFORE NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT ENGAGED IN ANY ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, WHICH WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME OR DISQUALIFY THEM FROM TAX-EXEMPT STATUS. THE ORGANIZATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY TAXING AUTHORITIES. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE FOR YEARS 2007-2010. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENTS 14,908. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSE 77,812. CHANGE IN SPLIT INTEREST AGREEMENTS 14,908. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSE 77,812. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF CLASSIC | NameOfEvent1 |
| Gross Receipts Event1 | 106024 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 6400 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 99624 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 30110 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FASHION SHOW | NameOfEvent2 |
| Gross Receipts Event2 | 109578 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 12495 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 97083 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 29946 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 125717 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 125717 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 17756 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 341319 | GrossReceiptsTotal |
| Charitable Contributions Total | 18895 | CharitableContributionsTotal |
| Gross Revenue Total Events | 322424 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 77812 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 77812 | DirectExpenseSummaryEvents |
| Net Income Summary | 244612 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPICE OF DAYTON INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 WILMINGTON AVE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 310933339 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 1177836 | AmountOfCashGrant |
| Purpose Of Grant | TO FACILIATE THE HOSPICE OF DAYTON, INC. PURPOSE TO PROVIDE HOSPICE CARE TO THE TERMINALLY ILL. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER INFORMATION: | Identifier |
| Return Reference | PART IV: | ReturnReference |
| Explanation | FORM 990, SCHEDULE F, PART I, QUESTION 2; GRANTS ARE ONLY PROVIDED TO THE HOSPICE OF DAYTON, INC. TO SUPPORT PROGRAMS IDENTIFIED AND APPROVED BY THE FOUNDATION'S BOARD OF TRUSTEES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEBORAH DAILEY | |||||||||||||
| 0 | 318246 | 0 | 62447 | 0 | 916850 | 0 | 46225 | 0 | 0 | 0 | 1343768 | 0 | 868000 |
| BRENDA HUMFLEET | |||||||||||||
| 0 | 185042 | 0 | 53625 | 0 | 0 | 0 | 22491 | 0 | 0 | 0 | 261158 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE OF THE HOSPICE OF DAYTON, INC. TRUSTEES ARE DIRECTLY PROVIDED A COPY OF THE FORM 990 BY MANAGEMENT TO REVIEW PRIOR TO FILING. OTHER BOARD MEMBERS OF HOSPICE OF DAYTON, INC. ARE NOTIFIED AND PROVIDED ACCESS TO REVIEW THE FORM 990 PRIOR TO FILING. | |
| THE HOSPICE OF DAYTON, INC. MAINTAINS A CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES ANNUALLY REPORTS ON ANY ACTIVITY THAT COULD GIVE RISE TO POTENTIAL CONFLICTS OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE PRESIDENT/CEO OF THE HOSPICE OF DAYTON, INC. UTILIZES LOCAL MARKET KNOWLEDGE, DATA FROM SIMILAR HOSPICE AND MEDICAL FACILITIES, ANNUAL PERFORMANCE EVALUATIONS AND BENCHMARK DATA TO ESTABLISH COMPENSATION FOR THE PRESIDENT OF THE FOUNDATION. | FORM 990, PART VI, SECTION B, LINE 15A | |
| HOSPICE OF DAYTON FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ITS FINANCIAL STATEMENTS (INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF ITS PARENT, THE HOSPICE OF DAYTON, INC.) AVAILABLE TO THE PUBLIC UPON RECEIPT OF A WRITTEN REQUEST FOR SUCH INFORMATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,721,917. CHANGE IN SPLIT INTEREST AGREEMENTS 14,908. TOTAL TO FORM 990, PART XI, LINE 5: 1,736,825. | FORM 990, PART XI, LINE 5: |
| THE BOARD OF TRUSTEES HAS CHARGED THE FINANCE COMMITTEE OF THE HOSPICE OF DAYTON, INC. WITH OVERSIGHT OF THE INDEPENDENT AUDIT. THIS PROCESS IS CONSISTENET WITH THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C: | |
| ALL COMPENSATION OF FOUNDATION EMPLOYEES IS PAID BY THE HOSPICE OF DAYTON, INC. (31-0933339) AND IS ALLOCATED TO THE FOUNDATION. THE TOTAL ALLOCATED AMOUNT OF $528,248 CONSISTS OF $437,730 OF SALARIES, $64,176 OF OTHER EMPLOYEE BENEFITS AND $26,342 OF PAYROLL TAXES. THE ALLOCATION IS BASED ON ACTUAL COST. | FORM 990, PART IX, LINE 24A: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPICE OF DAYTON INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 WILMINGTON AVENUE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310933339 | EIN |
| Primary Activities | HOSPICE CARE OF TERMINALLY ILL. | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| THE HOSPICE OF DAYTON INC (31-0933339) | ||
| B | 1177836 | CASH VALUE |
| THE HOSPICE OF DAYTON INC (31-0933339) | ||
| K | 402416 | CASH VALUE |
| THE HOSPICE OF DAYTON INC (31-0933339) | ||
| M | 26729 | CASH VALUE |
| THE HOSPICE OF DAYTON INC (31-0933339) | ||
| N | 528248 | CASH VALUE |
Comments