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← HOSPICE OF THE BLUEGRASS INC

Form 990 for tax year 2024

Filed by HOSPICE OF THE BLUEGRASS INC.

Totals

Total revenue
$92,653,600
Total expenses
$88,884,725
Contributions and grants received
$2,605,314
Grants paid
$1,791,469
Program service revenue
$83,798,796
Investment income
$6,146,346
Other revenue
$103,144
Total assets, end of year
$126,347,448
Total liabilities, end of year
$29,177,722
Net assets or fund balances, end of year
$97,169,726
Program services expenses (Part IX)
$72,778,436
Management and general expenses
$15,211,181
Fundraising expenses
$895,108
Program service expenses (Part III)
$72,778,436

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $10,534

  • 1c · Fundraising events

    $36,410

  • 1d · Related organizations

    $14,494

  • 1e · Government grants (contributions)

    $526,963

  • 1f · All other contributions, gifts and grants

    $2,016,913

  • 1g · Noncash contributions included above

    $102,486

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $82,499,470 · related or exempt $82,499,470

  • 2b · Program service revenue: CONTRACT REVENUE

    total $1,299,326 · related or exempt $1,299,326

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,912,568 · unrelated business $5,817 · excluded $1,906,751

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $69,845,286 · other assets $132,377

  • 7b · Less cost or other basis and sales expenses

    securities $65,635,012 · other assets $108,873

  • 7c · Gain or loss

    securities $4,210,274 · other assets $23,504

  • 7d · Net gain or loss

    total $4,233,778 · excluded $4,233,778

  • 8a · Fundraising events: gross income

    $16,685

  • 8a · Fundraising events: contributions included on line 1c

    $36,410

  • 8b · Fundraising events: direct expenses

    $26,057

  • 8c · Net income from fundraising events

    total -$9,372 · excluded -$9,372

  • 11a · Other revenue: reimbursement revenue

    total $66,949 · related or exempt $66,949

  • 11b · Other revenue: MISCELLANEOUS

    total $45,567 · related or exempt $45,567

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $112,516

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,791,469 · program services $1,791,469

  • 5 · Compensation of officers, directors and key employees

    total $2,404,823 · program services $843,476 · management and general $1,452,118 · fundraising $109,229

  • 6 · Compensation of disqualified persons

    total $3,601 · program services $2,960 · management and general $600 · fundraising $41

  • 7 · Other salaries and wages

    total $45,949,959 · program services $39,202,105 · management and general $6,295,231 · fundraising $452,623

  • 8 · Pension plan contributions

    total $1,522,208 · program services $959,810 · management and general $547,270 · fundraising $15,128

  • 9 · Other employee benefits

    total $5,795,407 · program services $4,746,198 · management and general $999,389 · fundraising $49,820

  • 10 · Payroll taxes

    total $3,282,338 · program services $2,718,305 · management and general $525,894 · fundraising $38,139

  • 11b · Fees: legal

    total $434,156 · management and general $434,156

  • 11c · Fees: accounting

    total $89,664 · management and general $89,664

  • 11d · Fees: lobbying

    total $12,285 · management and general $12,285

  • 11e · Fees: professional fundraising services

    total $49,646 · fundraising $49,646

  • 11f · Fees: investment management

    total $280,415 · management and general $280,415

  • 11g · Fees: other

    total $1,819,862 · program services $1,260,040 · management and general $559,822 · fundraising $0

  • 12 · Advertising and promotion

    total $456,643 · program services $203,621 · management and general $253,022

  • 13 · Office expenses

    total $1,255,381 · program services $689,601 · management and general $474,975 · fundraising $90,805

  • 14 · Information technology

    total $2,419,184 · program services $2,008,446 · management and general $384,690 · fundraising $26,048

  • 16 · Occupancy

    total $1,956,342 · program services $1,315,860 · management and general $640,482

  • 17 · Travel

    total $1,725,832 · program services $1,342,635 · management and general $383,197

  • 19 · Conferences, conventions and meetings

    total $65,363 · program services $53,741 · management and general $10,885 · fundraising $737

  • 20 · Interest

    total $899,444 · management and general $899,444

  • 22 · Depreciation, depletion and amortization

    total $1,734,451 · program services $1,511,174 · management and general $209,722 · fundraising $13,555

  • 23 · Insurance

    total $725,030 · program services $262,517 · management and general $462,513

  • 24a · Other expenses: Patient Contract Services

    total $6,097,010 · program services $6,097,010

  • 24b · Other expenses: Pharmacy and Chemotherapy

    total $3,628,029 · program services $3,628,029

  • 24c · Other expenses: Medical Supplies

    total $1,149,910 · program services $1,149,910

  • 24e · All other expenses

    total $3,336,273 · program services $2,991,529 · management and general $295,407 · fundraising $49,337

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$535,735 · end of year -$703,691

  • 2 · Savings and temporary cash investments

    beginning of year $2,212,924 · end of year $4,025,772

  • 3 · Pledges and grants receivable

    beginning of year $749,079 · end of year $382,312

  • 4 · Accounts receivable

    beginning of year $9,378,632 · end of year $10,772,824

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $281,069 · end of year $269,340

  • 9 · Prepaid expenses and deferred charges

    beginning of year $876,986 · end of year $1,047,678

  • 10a · Land, buildings and equipment: cost or other basis

    $54,455,425

  • 10b · Land, buildings and equipment: accumulated depreciation

    $17,848,750

  • 10c · Land, buildings and equipment, net

    beginning of year $37,821,649 · end of year $36,606,675

  • 11 · Investments: publicly traded securities

    beginning of year $54,443,866 · end of year $55,653,690

  • 12 · Investments: other securities

    beginning of year $12,225,998 · end of year $13,506,455

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $440,175 · end of year $440,175

  • 15 · Other assets

    beginning of year $6,587,513 · end of year $4,346,218

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,738,654 · end of year $12,987,531

  • 20 · Tax-exempt bond liabilities

    beginning of year $3,643,805 · end of year $3,443,924

  • 21 · Escrow or custodial account liability

    beginning of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $14,882,084 · end of year $11,948,179

  • 25 · Other liabilities

    beginning of year $1,140,754 · end of year $798,088

  • 27 · Net assets without donor restrictions

    beginning of year $89,083,372 · end of year $93,056,785

  • 28 · Net assets with donor restrictions

    beginning of year $3,993,487 · end of year $4,112,941

Mission and programs · 2024

Mission

Our mission is dedicated to providing specialized hospice, palliative and interdisciplinary medical care to the seriously ill and their families. As a dedicated leader in hospice and palliative care, we engage in community partnerships, education, counseling and provide opportunities to staff, volunteers and donors to enrich lives through their gifts.

Activities or mission (Part I)

To provide patient-centered medical care to the seriously ill and their families; engage in community partnerships, education and counseling.

  • HOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS HOSPICE CARE, IS AN ORGANIZATION DEVOTED TO CARING FOR THE PHYSICAL, PSYCHOSOCIAL, EMOTIONAL AND SPIRITUAL NEEDS OF TERMINALLY ILL INDIVIDUALS AND THEIR FAMILIES. THE CARE PROVIDED INCLUDES COUNSELING, PALLIATIVE AND SUPPORTIVE CARE. SUPPORT, EDUCATION, AND BEREAVEMENT SERVICES ARE PROVIDED TO THE COMMUNITY AS WELL. BLUEGRASS HOSPICE CARE PROVIDED 380,860 DAYS OF PATIENT CARE TO APPROXIMATELY 6,200 PATIENTS IN 32 COUNTIES WITHIN KENTUCKY. BEREAVEMENT COUNSELORS PROVIDED COUNSELING TO APPROXIMATELY 1,200 INDIVIDUALS DURING THE YEAR. CHARITY CARE PROVIDED TO PATIENTS APPROXIMATED $325,000. PLEASE VISIT OUR WEBSITE AT WWW.BGCARENAV.ORG FOR FURTHER INFORMATION ON SERVICES PROVIDED.

    Expenses $63,252,731 · Grants $1,791,469 · Revenue $76,325,183

  • HOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS PACE CARE IS A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY SERVING 65 PARTICIPANTS. BLUEGRASS PACE CARE PROVIDES COORDINATED CARE BY A MULTIDISCIPLINARY HEALTHCARE TEAM PROVIDING MEDICAL CARE AND SUPPORTIVE SERVICES, SUCH AS PREVENTATIVE CARE, THERAPY, NUTRITIONAL CARE, SOCIAL SERVICES, TRANSPORTATION, AND MEDICATION MANAGEMENT.

    Expenses $6,528,205 · Revenue $5,121,535

  • HOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS HOME HEALTH CARE SERVES BOURBON, HARRISON, NICHOLAS, AND SCOTT COUNTIES IN KENTUCKY. BLUEGRASS HOME HEALTH CARE PROVIDES IN HOME CARE SUCH AS SKILLED NURSING, HOME HEALTH AID, SOCIAL SERVICES, AND THERAPIES. ADDITIONAL SERVICES INCLUDE EARLY AND PERIODIC SCREENING, DIAGNOSTIC, AND TREATMENT, WAIVER SERVICES, AND OUTPATIENT MEDICAL SUPPLIES.

    Expenses $1,754,335 · Revenue $1,264,256

  • HOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS TRANSITIONAL CARE, PROVIDES TRANSITIONAL CARE TO QUALIFYING PATIENTS TO ASSIST THEM WHEN COMING HOME AFTER A HOSPITAL STAY IN AN EFFORT TO KEEP THEM FROM HAVING TO BE READMITTED SOON AFTER DISCHARGE.

    Expenses $1,243,165 · Revenue $1,200,338

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amanda Henson

    SECRETARY BOARD OF DIRCTORS

    Total calculated
    $0
    Hours/week
    2 + 0.1 related
  • Bo Cofield

    TREASURER BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2
  • Elizabeth Fowler

    PRESIDENT/CEO

    Total calculated
    $613,465
    From this org
    $556,530
    From related orgs
    $0
    Other
    $56,935
    Hours/week
    39.7 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $531,128
    Bonus
    $1,214
    Other
    $24,188
    Deferred
    $17,159
    Nontaxable benefits
    $39,776
    Filer's total
    $613,465
  • Jennifer Madden

    VICE CHAIR BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2 + 0.1 related
  • Mark Day

    CHAIR BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2 + 0.1 related
  • David Brennen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • David Royse

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Giovanni Romero

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Greg Milward

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jeff Koonce

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jennifer Taylor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Joan Tyra

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • John Austin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jonathan Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Lawrence Wetherby

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Lena Bakun

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Mark Meade

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Rhonda Love

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Richard Hopgood

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Robert Rosenstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Ron Ring

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Zachary Murray

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Croswell Chambers

    CHIEF COMPLIANCE & ADMINISTRATIVE OFFICER

    Total calculated
    $283,892
    From this org
    $271,939
    From related orgs
    $0
    Other
    $11,953
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,108
    Bonus
    $2,643
    Other
    $1,188
    Deferred
    $11,953
    Nontaxable benefits
    $0
    Filer's total
    $283,892
  • Danita Ross

    VP HUMAN RESOURCES

    Total calculated
    $224,230
    From this org
    $203,238
    From related orgs
    $0
    Other
    $20,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,309
    Bonus
    $2,643
    Other
    $2,286
    Deferred
    $10,151
    Nontaxable benefits
    $10,841
    Filer's total
    $224,230
  • Daryl Love

    HEALTH EQUITY AND ENGAGEMENT OFFICER (Beginning June 2024))

    Total calculated
    $82,775
    From this org
    $82,182
    From related orgs
    $0
    Other
    $593
    Hours/week
    40
  • David Butts

    DIVERSITY, EQUITY & INCLUSION OFFICER (Through February 2024)

    Total calculated
    $36,156
    From this org
    $33,533
    From related orgs
    $0
    Other
    $2,623
    Hours/week
    40
  • Eugenia Smither

    VP COMPLIANCE & QUALITY

    Total calculated
    $222,173
    From this org
    $193,752
    From related orgs
    $0
    Other
    $28,421
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,873
    Bonus
    $2,643
    Other
    $5,236
    Deferred
    $5,313
    Nontaxable benefits
    $23,108
    Filer's total
    $222,173
  • Holly Hodge

    VP FINANCE/CFO

    Total calculated
    $309,971
    From this org
    $282,165
    From related orgs
    $0
    Other
    $27,806
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $273,939
    Bonus
    $2,643
    Other
    $5,583
    Deferred
    $14,334
    Nontaxable benefits
    $13,472
    Filer's total
    $309,971
  • Jannette Baker

    CHIEF INFORMATION & SECURITY OFFICER

    Total calculated
    $204,829
    From this org
    $169,826
    From related orgs
    $0
    Other
    $35,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,769
    Bonus
    $2,643
    Other
    $414
    Deferred
    $9,065
    Nontaxable benefits
    $25,938
    Filer's total
    $204,829
  • Kimberly Pennington

    CHIEF BUSINESS OFFICER

    Total calculated
    $216,355
    From this org
    $192,029
    From related orgs
    $0
    Other
    $24,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,612
    Bonus
    $2,643
    Other
    $774
    Deferred
    $9,514
    Nontaxable benefits
    $14,812
    Filer's total
    $216,355
  • Laura Klumb

    VP PHILANTHROPY

    Total calculated
    $213,946
    From this org
    $188,988
    From related orgs
    $0
    Other
    $24,958
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,571
    Bonus
    $2,643
    Other
    $774
    Deferred
    $9,744
    Nontaxable benefits
    $15,214
    Filer's total
    $213,946
  • Monica Couch

    VP & CHIEF HOSPICE OFFICER

    Total calculated
    $217,460
    From this org
    $194,070
    From related orgs
    $0
    Other
    $23,390
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,651
    Bonus
    $2,143
    Other
    $3,276
    Deferred
    $9,917
    Nontaxable benefits
    $13,473
    Filer's total
    $217,460
  • Stephanie Greene

    COO CLINICAL SERVICES (Through May 2024)

    Total calculated
    $123,763
    From this org
    $112,351
    From related orgs
    $0
    Other
    $11,412
    Hours/week
    37.5 + 2.5 related
  • Todd Cote

    CHIEF MEDICAL OFFICER

    Total calculated
    $486,680
    From this org
    $219,185
    From related orgs
    $219,185
    Other
    $48,310
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $217,270 + $217,270 related
    Bonus
    $1,321 + $1,321 related
    Other
    $594 + $594 related
    Deferred
    $6,741 + $6,741 related
    Nontaxable benefits
    $17,414 + $17,414 related
    Filer's total
    $243,340 + $243,340 related
  • Denisha Rawlings

    HOSPICE & PALLIATIVE PHYSICIAN

    Total calculated
    $289,270
    From this org
    $252,137
    From related orgs
    $0
    Other
    $37,133
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $251,867
    Bonus
    $0
    Other
    $270
    Deferred
    $9,679
    Nontaxable benefits
    $27,454
    Filer's total
    $289,270
  • James Borders

    PACE MEDICAL DIRECTOR

    Total calculated
    $328,587
    From this org
    $314,293
    From related orgs
    $0
    Other
    $14,294
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $313,057
    Bonus
    $0
    Other
    $1,236
    Deferred
    $3,843
    Nontaxable benefits
    $10,451
    Filer's total
    $328,587
  • Joel Moncivaiz

    HOSPICE & PALLIATIVE PHYSICIAN

    Total calculated
    $299,444
    From this org
    $240,669
    From related orgs
    $16,264
    Other
    $42,511
    Hours/week
    56.2 + 3.8 related

    Schedule J breakdown matched by us

    Base
    $238,528 + $16,119 related
    Bonus
    $0
    Other
    $2,141 + $145 related
    Deferred
    $7,445 + $503 related
    Nontaxable benefits
    $32,375 + $2,188 related
    Filer's total
    $280,489 + $18,955 related
  • Natalie Houghton

    DIRECTOR OF PROVIDER SERVICES

    Total calculated
    $380,303
    From this org
    $334,877
    From related orgs
    $0
    Other
    $45,426
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $334,715
    Bonus
    $0
    Other
    $162
    Deferred
    $10,196
    Nontaxable benefits
    $35,230
    Filer's total
    $380,303
  • Salli Whisman

    SENIOR HOSPICE MEDICAL DIRECTOR

    Total calculated
    $413,576
    From this org
    $366,683
    From related orgs
    $0
    Other
    $46,893
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $365,445
    Bonus
    $0
    Other
    $1,238
    Deferred
    $17,151
    Nontaxable benefits
    $29,742
    Filer's total
    $413,576

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PERPETUAL TRUSTS (4)

    Trust · INVESTMENTS · KY

Provenance

Return type
form_990
Tax year
2024
Filed
3 November 2025
IRS schema version
2024v5.1
Source object
202513079349300131

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