2011-06-27T14:00:08-05:00 2010-12-31 CROWE HORWATH LLP 70 West Madison Street Suite 700 Chicago IL 606024903 990 2010-01-01 300001703 HOSPICECARE FOUNDATION INC HOSP 6082764660 5395 E CHERYL PARKWAY MADISON WI 53711 SUSAN PHILLIPS 2011-06-23 true 3128997000 2010 2016-02-24 21:20:13Z SUSAN PHILLIPS 5395 E CHERYL PARKWAY MADISON WI 53711 7169679 false X WWW.HOSPICECAREINC.COM X 2001 WI OUR MISSION, "ENHANCING QUALITY OF LIFE AT THE END OF LIFE," LIVES IN THE CARE PROVIDED TO PATIENTS AND FAMILIES FACING LIFE-LIMITING ILLNESS. FUNDS RAISED ARE USED TO SUPPORT CARE PROVIDED BY HOSPICECARE, INC., A RELATED TAX-EXEMPT ORGANIZATION. 18 18 17 244 0 0 3158176 3534430 0 0 217239 663652 -21240 11106 3354175 4209188 5088384 649779 0 0 0 1281546 0 0 1214329 1502583 315421 6590967 2246746 -3236792 1962442 37226142 40491638 112952 428973 37113190 40062665 X HOSPICECARE FOUNDATION INC.'S MISSION IS "ENHANCING THE QUALITY OF LIFE AT THE END OF LIFE," LIVES IN THE CARE PROVIDED TO PATIENTS AND FAMILIES FACING LIFE-LIMITING ILLNESS. (CONTINUED IN SCHEDULE O) false 344872 344872 0 FACILITY PROJECT AND CAPITAL ACQUISITION SUPPORT: THE CONSTRUCTION OF THE ELLEN & PETER JOHNSON HOSPICECARE RESIDENCE WAS FINANCED THROUGH THE ISSUANCE OF BONDS BY HOSPICECARE HOLDINGS, INC. IN 2010, THE FOUNDATION CONTRIBUTED FUNDS TO HOSPICECARE HOLDINGS, INC. FOR DEBT RETIREMENT AND PAYMENT OF THE REMAINING FINANCING FEES. 113933 113933 0 CHARITY CARE - THE FOUNDATION PROVIDES GRANTS TO HOSPICECARE, INC. TO COVER THE COST OF HOSPICE CARE FOR INDIVIDUALS WHO ARE UNINSURED OR UNDERINSURED TO THE EXTENT THAT THEY DO NOT HAVE THE ABILITY TO PAY FOR HOSPICE CARE PRIVATELY. 71172 71172 0 COMMUNITY GRIEF SERVICES: THE FOUNDATION PROVIDES GRANTS TO HOSPICECARE, INC. TO SUPPORT THE COSTS OF COMMUNITY BEREAVEMENT SUPPORT GROUPS AND COUNSELING SERVICES OFFERED BY HOSPICECARE, INC. TO ANYONE IN THE COMMUNITY FREE OF CHARGE. 66702 66702 544 OTHER PROGRAM SERVICES: THE FOUNDATION PROVIDES GRANTS TO HOSPICECARE INC. TO SUPPORT OTHER PROGRAM SERVICES, INCLUDING: 1) PATIENT ASSISTANCE FUND - GRANTS USED TO ASSIST PATIENTS AND FAMILIES BY IMPROVING QUALITY OF LIFE AND FULFILLING END OF LIFE GOALS. EXAMPLES INCLUDE BUYING A BURIAL DRESS OR PROVIDING A BIRTHDAY CAKE. 2) PALLIATIVE CARE FELLOWSHIP - GRANTS TO COVER 25% OF THE THE STIPEND FOR THE COLLABORATIVE PALLIATIVE CARE FELLOWSHIP PROGRAM, WITH THE GOAL OF TRAINING THE NEXT GENERATION OF PALLIATIVE CARE PHYSICIANS. 3) STAFF LEARNING, SUPPORT AND APPRECIATION - GRANTS TO FUND CONTINUING EDUCATION, STAFF APPRECIATION AND ACADEMIC ROTATIONS. 4) GARDEN AND GROUNDS - GRANTS TO SUPPORT THE ONGOING MANAGEMENT OF THE HOSPICECARE GARDENS AND GROUNDS, WHICH PROVIDE A PEACEFUL, SOOTHING SETTING FOR PATIENTS AND FAMILIES. 5)RESPITE CARE: THE FOUNDATION PROVIDES GRANTS TO HOSPICECARE INC. TO SUPPORT THE COSTS OF INPATIENT RESPITE CARE. RESPITE CARE PROVIDES A MUCH NEEDED BREAK FOR CAREGIVERS AND HELPS TO PREVENT CAREGIVER BREAKDOWN. 53100 53100 0 119802 119802 544 649779 true true false false false false false false true true false false true true true false true false false false false false false true true false true false true false false false false false false false false true false false false true true false false false false true 7 4 true 17 true false false false false false true true false false false false X 18 18 false false true false true true false true true false true true true true true true true true true true false WI X SUSAN PHILLIPS 6082764660 5395 EAST CHERYL PARKWAY MADISON WI 53711 X MARCIA M WHITTINGTON 35 X 131355 0 28380 SUSAN RICHARDSON 1 X 0 0 0 PETER LUNDBERG 1 X 0 0 0 TOM BOLGER 1 X 0 0 0 TOM RAGATZ 1 X 0 0 0 KEN THOMPSON 1 X X 0 0 0 NANCY FOX 1 X 0 0 0 GORDON RICE 1 X 0 0 0 LOU BERNHARDT 1 X 0 0 0 MICHAEL SMITH 1 X 0 0 0 LOTTIE FRANK 1 X X 0 0 0 KATHY CULLEN 1 X 0 0 0 VIRGINIA WYSS 1 X 0 0 0 RICK LANGER 1 X 0 0 0 JACK BOLZ 1 X 0 0 0 STEVE DITULLIO 1 X X 0 0 0 JAMES CRIPE 1 X X 0 0 0 RALPH CAGLE 1 X 0 0 0 GORDON DERZON 1 X 0 0 0 SUSAN PHILLIPS 5 X 0 340928 71079 SARAH BEALLES 5 X 0 229321 8341 131355 570249 107800 1 false true false HOSPICECARE INC 5395 E CHERYL PARKWAY MADISON WI 53711 PURCHASED SERVICES 1280600 1 328890 3205540 646025 3534430 0 0 0 0 0 201139 0 0 201139 0 0 0 0 0 2683992 2221479 462513 0 462513 0 0 462513 38888 328890 109841 -70953 0 -70953 152889 71374 81515 0 0 81515 557797 557797 0 0 0 0 OTHER REVENUE 544 544 0 0 0 0 0 0 544 4209188 544 0 674214 649779 649779 0 0 0 159735 0 159735 0 0 1121811 0 189300 932511 0 0 0 0 4799 0 0 4799 5356 0 5356 0 0 0 20938 0 20938 0 0 18679 0 0 18679 83333 0 6606 76727 1295 0 0 1295 0 117732 0 0 117732 5938 0 0 5938 0 10716 0 0 10716 0 0 703 0 703 0 0 DONATION DEVELOPMENT 37771 0 0 37771 UNCOLLECTIBLE PLEDGES 4583 0 0 4583 DUES, FEES, LICENSES 3578 0 0 3578 0 0 0 0 2246746 649779 382638 1214329 0 1285618 631795 69188 335083 2057468 1842326 11132 16624 51000 99000 14796 18749 14700 4217 11186 10483 7025630 10436519 0 0 26700124 27101059 37226142 40491638 6764 64162 52506 28372 53682 336439 112952 428973 X 36195809 39217985 871455 784244 45926 60436 37113190 40062665 37226142 40491638 X 1962442 987033 X false true true X false X X X false false false HOSPICECARE INC 391319537 9 true true true 304907 1 304907 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 472208 14510 66356 0 3298 0 549776 460319 0 11889 0 0 0 472208 415642 90070 -11128 0 34265 0 460319 0.890 0.110 0.000 false false 0 0 0 0 14700 4217 10483 10483 INTEREST IN NET ASSETS OF AFFILIATE 26956113 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIONS 141665 DUE FROM AFFILIATE 3281 27101059 0 DUE TO AFFILIATES 336439 336439 4209188 2246746 1962442 446273 540760 987033 2949475 5175283 446273 540760 987033 4188250 20938 0 20938 4209188 2225808 0 0 2225808 20938 0 20938 2246746 Intended uses of endowment funds Schedule D, Part V, Line 4 THE PURPOSE OF THE ENDOWMENT FUNDS ARE TO PROVIDE SUPPORT, AS NEEDED, TO HOSPICECARE, INC., A RELATED TAX-EXEMPT ORGANIZATION. 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. PHIL HELMUTH EVENT 108369 95154 13215 0 0 0 29183 0 25288 GALA 105035 91684 13351 0 0 0 20024 2850 5441 4 154374 142052 12322 0 0 1700 7035 0 18320 367778 328890 38888 0 0 1700 56242 2850 49049 109841 -70953 false false 152889 1000 64894 0 5480 true 0.9 152889 1000 64894 0 5480 71374 81515 WI true false false false 0 1 DEBBIE BRADLEY HOSPICECARE INC 5395 E CHERYL PARKWAY MADISON WI 53711 false FINANCE DEPARTMENT EMPLOYEES 0 ACCOUNTING AND RECORDKEEPING X false 0 true HOSPICECARE HOLDINGS INC 5395 E CHERYL PARKWAY MADISON WI 53711 300001715 501 (C) (3) 344872 0 N/A N/A FACILITY PROJECT HOSPICECARE INC 5395 E CHERYL PARKWAY MADISON WI 53711 391319537 501 (C) (3) 304907 0 N/A N/A CHARITY CARE & PROGRAM SUPPORT 2 0 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 ALL GRANT PROPOSALS ARE PRESENTED TO THE BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS APPROVES ALL GRANT AWARDS. HOSPICECARE FOUNDATION INC. IS OPERATED FOR THE EXCLUSIVE BENEFIT AND SUPPORT OF HOSPICECARE INC. AND HOSPICECARE HOLDINGS INC. X X X X X X true true false false false false false false false MARCIA M WHITTINGTON 117591 0 0 0 13764 0 8100 0 20280 0 159735 0 0 0 SUSAN PHILLIPS 0 240677 0 59150 0 41101 0 49617 0 21462 0 412007 0 15537 SARAH BEALLES 0 127444 0 36000 0 65877 0 0 0 8341 0 237662 0 0 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. X 605797 MARKET VALUE X 18 40228 MARKET VALUE 0 false true false Description of other program services Form 990, Part III, Line 4d OTHER PROGRAM SERVICES: THE FOUNDATION PROVIDES GRANTS TO HOSPICECARE INC. TO SUPPORT OTHER PROGRAM SERVICES, INCLUDING: 1) PATIENT ASSISTANCE FUND - GRANTS USED TO ASSIST PATIENTS AND FAMILIES BY IMPROVING QUALITY OF LIFE AND FULFILLING END OF LIFE GOALS. EXAMPLES INCLUDE BUYING A BURIAL DRESS OR PROVIDING A BIRTHDAY CAKE. 2) PALLIATIVE CARE FELLOWSHIP - GRANTS TO COVER 25% OF THE THE STIPEND FOR THE COLLABORATIVE PALLIATIVE CARE FELLOWSHIP PROGRAM, WITH THE GOAL OF TRAINING THE NEXT GENERATION OF PALLIATIVE CARE PHYSICIANS. 3) STAFF LEARNING, SUPPORT AND APPRECIATION - GRANTS TO FUND CONTINUING EDUCATION, STAFF APPRECIATION AND ACADEMIC ROTATIONS. 4) GARDEN AND GROUNDS - GRANTS TO SUPPORT THE ONGOING MANAGEMENT OF THE HOSPICECARE GARDENS AND GROUNDS, WHICH PROVIDE A PEACEFUL, SOOTHING SETTING FOR PATIENTS AND FAMILIES. 5)RESPITE CARE: THE FOUNDATION PROVIDES GRANTS TO HOSPICECARE INC. TO SUPPORT THE COSTS OF INPATIENT RESPITE CARE. RESPITE CARE PROVIDES A MUCH NEEDED BREAK FOR CAREGIVERS AND HELPS TO PREVENT CAREGIVER BREAKDOWN. ORGANIZATION'S MISSION FORM 990, PART III, LINE 1 (CONTINUED FROM FORM 990, PART III, LINE 1) HOSPICECARE FOUNDATION IS OPERATED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF HOSPICECARE, INC., WHICH IS A RELATED 501(C)(3) ORGANIZATION THAT PROVIDES CARE AND SUPPORT TO PATIENTS AND FAMILIES FACING LIFE-LIMITING ILLNESS. THE HOSPICECARE FOUNDATION IS A COMMUNITY OF DONORS WHO SHARE THE VALUE OF A HEALTHY END-OF-LIFE JOURNEY. THE FOUNDATION'S SUPPORT HAS HELPED HOSPICECARE ENHANCE THE QUALITY OF ITS SERVICE AND EXPAND ITS REACH TO ALL THOSE WHO NEED HOSPICECARE'S SERVICES. IN ADDITION TO THE GRANT SUPPORT THAT THE FOUNDATION PROVIDED TO HOSPICECARE INC. AND HOSPICECARE HOLDINGS INC., THE FOUNDATION HAS BEEN WORKING TO BUILD A SIX-MONTH OPERATING RESERVE FUND TO HELP HOSPICECARE INC. WEATHER FINANCIAL CHALLENGES. Significant changes to organizational documents Form 990, Part VI, Section A, Line 4 THE BYLAWS WERE AMENDED ON DECEMBER 16, 2010 BY THE SOLE MEMBER (HOSPICECARE, INC.). KEY CHANGES 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). ·CLARIFYING THAT AN ORGANIZATION THAT IS NOT TAX-EXEMPT CANNOT BE A MEMBER OF FOUNDATION. ·CLARIFYING THAT THE SOLE MEMBER WILL SOLICIT AND GIVE DUE CONSIDERATION TO DIRECTOR NOMINATIONS BY THE FOUNDATION BOARD. ·PROHIBITING THE FOUNDATION BOARD FROM HAVING A MAJORITY OF DIRECTORS WHO ARE ALSO DIRECTORS OF HOSPICECARE INC. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 HOSPICECARE, INC. A RELATED 501(C)(3) ORGANIZATION, IS THE SOLE MEMBER OF HOSPICECARE FOUNDATION, INC. AND HAS THE AUTHORITY TO APPOINT, REMOVE, AND REPLACE ANY DIRECTOR ON FOUNDATION BOARD. HOSPICECARE, INC. ALSO HAS THE SOLE AUTHORITY TO AMEND THE HOSPICECARE FOUNDATION BYLAWS AND ARTICLES OF INCORPORATION. HOSPICECARE, INC. HAS NO OTHER RESPONSIBILITIES OR VOTING RIGHTS WITH RESPECT TO THE OPERATIONS OF HOSPICECARE FOUNDATION. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a PLEASE SEE NARRATIVE FOR PART VI, LINE 6 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 THE ORGANIZATION RELIED ON HOSPICECARE, INC., A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF ITS CEO. BELOW IS THE PROCESS USED BY HOSPICECARE, INC. FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. EACH YEAR THE ORGANIZATION GATHERS MARKET DATA FOR DETERMINING COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THIS INCLUDES BENCHMARKS OF NATIONAL, REGIONAL, AND LOCAL COMPENSATION THAT ARE PROVIDED FROM INDEPENDENT COMPENSATION 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 COMPENSATION REPORTING BY 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 UNDERTAKEN IN JANUARY 2010. 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 THE ORGANIZATION RELIED ON HOSPICECARE, INC., A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF ITS OTHER OFFICERS AND KEY EMPLOYEES. BELOW IS THE PROCESS USED BY HOSPICECARE, INC. FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES. EACH YEAR THE ORGANIZATION GATHERS MARKET DATA FOR COMPENSATION OF THE EXECUTIVE LEADERSHIP TEAM. THIS DATA INCLUDES BENCHMARKS OF NATIONAL, REGIONAL, AND LOCAL COMPENSATION THAT ARE PROVIDED FROM INDEPENDENT COMPENSATION 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. Average hours worked per week for related organization Form 990, Part VII, Section A, Column B MARCIA M WHITTINGTON - VP HOSPICECARE FOUNDATION, INC., DEVOTES APPROXIMATELY 5 HOURS A WEEK TO HOSPICECARE, INC. WHICH IS A RELATED ORGANIZATION TAX-EXEMPT ORGANIZATION. SUSAN PHILLIPS - CEO, DEVOTES APPROXIMATELY 35 HOURS A WEEK TO HOSPICECARE, INC. AND 5 HOURS TO HOSPICECARE HOLDINGS, INC., BOTH OF WHICH ARE RELATED TAX-EXEMPT ORGANIZATIONS SARAH BEALLES - EXECUTIVE VICE PRESIDENT/CFO, DEVOTES APPROXIMATELY 35 HOURS A WEEK TO HOSPICECARE, INC. AND 5 HOURS A WEEK TO HOSPICECARE HOLDINGS, INC., BOTH OF WHICH ARE RELATED TAX-EXEMPT ORGANIZATIONS. Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 446273; CHANGE IN INTEREST IN AFFILIATE - 392810; CHANGE IN VALUE OF ANNUITY AGREEMENT - 147950; HOSPICECARE THRIFT STORE LLC 5395 E CHERYL PARKWAY MADISON WI 53711 300001703 THRIFT STORE WI 613118 171099 NA HOSPICECARE INC 5395 E CHERYL PARKWAY MADISON WI 53711 391319537 HEALTHCARE WI 501(C)(3) 9 NA HOSPICECARE HOLDINGS INC 5395 E CHERYL PARKWAY MADISON WI 53711 300001715 PROPERTY HOLDING WI 501(C)(3) 11 - Type I HCI false true false false false false false false true true true true true true true true false false