Form 990 for tax year 2022
Filed by AGRACE HOSPICECARE HOLDINGS INCORPORATED.
Totals
- Total revenue
- $2,737,964
- Total expenses
- $3,707,599
- Contributions and grants received
- $2,600
- Grants paid
- $1,000,000
- Program service revenue
- $2,778,464
- Investment income
- -$43,100
- Other revenue
- $0
- Total assets, end of year
- $26,123,509
- Total liabilities, end of year
- $610,031
- Net assets or fund balances, end of year
- $25,513,478
- Program services expenses (Part IX)
- $2,845,577
- Management and general expenses
- $862,022
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,845,577
Program services were 76.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Christopher Queram
Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jane Wiedenbeck
Treasurer
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jonathan Jaffery MD
Vice Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ken Thompson
Secretary
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lynne Sexten
President / CEO
- Total calculated
- $738,952
- From this org
- $0
- From related orgs
- $679,654
- Other
- $59,298
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $423,650 related
- Bonus
- $0 + $234,124 related
- Other
- $0 + $21,880 related
- Deferred
- $0 + $39,200 related
- Nontaxable benefits
- $0 + $20,098 related
- Filer's total
- $0 + $738,952 related
-
Amie Goldman
Director - Until 8/2022
- Total calculated
- $84,711
- From this org
- $0
- From related orgs
- $84,711
- Other
- $0
- Hours/week
- 1 + 1 related
-
Dr Pamela Wetzel
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Fredric Ransom
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kelly Ritchie
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lou Bernhardt MD
Director
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Matthew Richards
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Steve Bobeck
Director - Until 10/2022
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Steve DiTullio
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tim Size
Director
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jennifer Maurer
Chief Financial Officer
- Total calculated
- $350,763
- From this org
- $0
- From related orgs
- $324,367
- Other
- $26,396
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $262,054 related
- Bonus
- $0 + $60,984 related
- Other
- $0 + $1,328 related
- Deferred
- $0 + $15,200 related
- Nontaxable benefits
- $0 + $11,196 related
- Filer's total
- $0 + $350,763 related
-
Julia Houck
VP, Human Resources - Until 06/2022
- Total calculated
- $201,881
- From this org
- $0
- From related orgs
- $180,429
- Other
- $21,452
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $0 + $105,225 related
- Bonus
- $0 + $70,151 related
- Other
- $0 + $5,053 related
- Deferred
- $0 + $7,299 related
- Nontaxable benefits
- $0 + $14,154 related
- Filer's total
- $0 + $201,881 related
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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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
The filer's explanations (Part III)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- THE ORGANIZATION RELIED ON AGRACE HOSPICECARE, A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF ITS OTHER OFFICERS AND KEY EMPLOYEES. BELOW IS THE PROCESS USED BY AGRACE HOSPICECARE 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 SURVEYS. THE VP, HUMAN RESOURCES PRESENTS THIS INFORMATION TO THE EXECUTIVE COMMITTEE OF THE BOARD, ALONG WITH PERTINENT 990 COMPENSATION REPORTING BY SIMILAR SIZED NON-PROFIT HOSPICES BASED ON THIS INFORMATION, THE EXECUTIVE COMMITTEE SETS AND APPROVES THE COMPENSATION PACKAGE FOR THE CHIEF EXECUTIVE OFFICER FOR THE YEAR AND CONTEMPORANEOUSLY DOCUMENTS THEIR APPROVAL IN WRITING. THIS PROCESS OCCURS ANNUALLY IN FEBRUARY.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- Lynne Sexten participated in a 457(f) plan. No distributions were made from the plan during 2022. A contribution in the amount of $27,000 was made to the plan during 2022.
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
-
Agrace Hospicecare Foundation Inc
$1,000,000
Intended for Agrace Hospicecare Foundation, Inc.'s risk reserve account to be used as a contingency for future operations.
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.
-
501(c)(3) · HEALTHCARE · WI
Directly controlled by NA
-
AGRACE HOSPICECARE FOUNDATION INC
501(c)(3) · FUNDRAISING · WI
Directly controlled by AHCI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342279349303344
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