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Nonprofiteer
← AGRACE HOSPICECARE INCORPORATED

Form 990 for tax year 2022

Filed by AGRACE HOSPICECARE INCORPORATED.

Totals

Total revenue
$93,932,323
Total expenses
$91,877,393
Contributions and grants received
$3,515,189
Grants paid
$2,800,000
Program service revenue
$87,814,827
Investment income
$36,390
Other revenue
$2,565,917
Total assets, end of year
$120,771,395
Total liabilities, end of year
$10,765,229
Net assets or fund balances, end of year
$110,006,166
Program services expenses (Part IX)
$72,967,872
Management and general expenses
$17,566,647
Fundraising expenses
$1,342,874
Program service expenses (Part III)
$72,967,872

Program services were 79.4% 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

    $60,429

  • 1d · Related organizations

    $3,450,465

  • 1f · All other contributions, gifts and grants

    $4,295

  • 1g · Noncash contributions included above

    $4,295

  • 2a · Program service revenue: Net patient service revenue

    total $82,772,049 · related or exempt $82,772,049

  • 2b · Program service revenue: Food service

    total $725,853 · related or exempt $722,566 · excluded $3,287

  • 2c · Program service revenue: Age at Home revenue

    total $1,658,057 · related or exempt $1,658,057

  • 2d · Program service revenue: Home Medical Equipment revenue

    total $2,259,985 · related or exempt $2,259,985

  • 2e · Program service revenue: Adult Day Center revenue

    total $375,796 · related or exempt $375,796

  • 2f · All other program service revenue

    total $23,087 · related or exempt $23,087 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $43,492 · excluded $43,492

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $584,954

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

    securities $592,056

  • 7c · Gain or loss

    securities -$7,102 · other assets $0

  • 7d · Net gain or loss

    total -$7,102 · excluded -$7,102

  • 11a · Other revenue: Contracted services to affiliates

    total $2,538,862 · excluded $2,538,862

  • 11b · Other revenue: Other revenue

    total $27,055 · related or exempt $27,055

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $2,565,917

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,800,000 · program services $2,800,000

  • 5 · Compensation of officers, directors and key employees

    total $2,807,527 · program services $930,041 · management and general $1,672,767 · fundraising $204,719

  • 6 · Compensation of disqualified persons

    total $228,604 · management and general $228,604

  • 7 · Other salaries and wages

    total $48,194,009 · program services $37,507,349 · management and general $9,751,953 · fundraising $934,707

  • 8 · Pension plan contributions

    total $1,040,248 · program services $805,216 · management and general $214,265 · fundraising $20,767

  • 9 · Other employee benefits

    total $5,547,827 · program services $4,294,361 · management and general $1,142,713 · fundraising $110,753

  • 10 · Payroll taxes

    total $3,602,993 · program services $2,788,939 · management and general $742,126 · fundraising $71,928

  • 11b · Fees: legal

    total $77,268 · management and general $77,268

  • 11c · Fees: accounting

    total $79,041 · management and general $79,041

  • 11g · Fees: other

    total $477,495 · program services $18,202 · management and general $459,293 · fundraising $0

  • 12 · Advertising and promotion

    total $581,516 · program services $91,111 · management and general $490,405

  • 13 · Office expenses

    total $1,201,189 · program services $646,177 · management and general $555,012

  • 14 · Information technology

    total $1,998,087 · program services $1,350,857 · management and general $647,230

  • 16 · Occupancy

    total $3,046,589 · program services $2,251,707 · management and general $794,882

  • 17 · Travel

    total $267,917 · program services $179,710 · management and general $88,207

  • 19 · Conferences, conventions and meetings

    total $282,389 · program services $167,143 · management and general $115,246

  • 22 · Depreciation, depletion and amortization

    total $459,603 · program services $339,688 · management and general $119,915

  • 23 · Insurance

    total $274,115 · program services $202,596 · management and general $71,519

  • 24a · Other expenses: Room and board expense

    total $5,107,290 · program services $5,107,290

  • 24b · Other expenses: Medical supplies and equipment

    total $4,271,475 · program services $4,271,475

  • 24c · Other expenses: Medications and infusion therapies

    total $2,817,889 · program services $2,817,889

  • 24d · Other expenses: Patient related costs

    total $4,662,883 · program services $4,662,883

  • 24e · All other expenses

    total $2,051,439 · program services $1,735,238 · management and general $316,201 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,446,383 · end of year $6,558,146

  • 2 · Savings and temporary cash investments

    beginning of year $501,766 · end of year $503,273

  • 4 · Accounts receivable

    beginning of year $6,422,351 · end of year $7,613,200

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $32,760 · end of year $31,760

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,130,998 · end of year $1,361,802

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

    $880,571

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

    $771,214

  • 10c · Land, buildings and equipment, net

    beginning of year $481,271 · end of year $109,357

  • 11 · Investments: publicly traded securities

    beginning of year $733,484 · end of year $715,529

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $113,810,295 · end of year $103,878,328

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,822,281 · end of year $8,471,061

  • 19 · Deferred revenue

    beginning of year $86,099 · end of year $123,710

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $496,058 · end of year $2,170,458

  • 27 · Net assets without donor restrictions

    beginning of year $103,336,210 · end of year $96,753,980

  • 28 · Net assets with donor restrictions

    beginning of year $16,818,660 · end of year $13,252,186

Mission and programs · 2022

Mission

AGRACE'S MISSION IS Providing personalized care and support, where and when you need it, for life's changing health needs. AGRACE'S VISION IS BUILDING A FUTURE WHERE EVERY PERSON EXPERIENCES extraordinary care and guidance while aging or seriously ill. (CONTINUED IN SCHEDULE O

Activities or mission (Part I)

Our mission, "Providing personalized care and support, where and when you need it, for life's changing health needs," (continued on Schedule O)

  • CLINICAL PATIENT CARE - AGRACE OFFERS THE MOST COMPREHENSIVE END-OF-LIFE CARE AVAILABLE. PATIENTS AND FAMILIES SERVED BY AGRACE ARE PROVIDED THE EXPERT HELP OF A COMPASSIONATE TEAM OF END-OF-LIFE PROFESSIONALS INCLUDING: NURSES, CERTIFIED NURSING ASSISTANTS, SOCIAL WORKERS, SPIRITUAL & GRIEF COUNSELORS, VOLUNTEERS, PHYSICIANS AND PHARMACISTS. THE HOSPICE CARE TEAM ASSESSES THE UNIQUE NEEDS OF EACH PATIENT AND FAMILY. For hospice patients who have dementia or other memory care needs, the Agrace Hospice Memory Care Suites are a homelike, 12 room secure unit that is specially designed to be comforting and safe. The Suites are located in our Madison area campus in Fitchburg. In 2022, 43 patients were served in the Memory Care Suites. WORKING TOGETHER, AGRACE STAFF, TRAINED VOLUNTEERS, AND THE PATIENT'S PHYSICIAN DELIVER COMPREHENSIVE CARE FOCUSED ON HELPING THE PATIENT AND THEIR FAMILY LIVE LIFE TO THE FULLEST. IN 2022, THE ORGANIZATION PROVIDED APPROXIMATELY $4,201,000 OF COMMUNITY BENEFIT.

    Expenses $62,636,962 · Revenue $82,737,425

  • Agrace Age at Home, LLC is a disregarded entity that was established in 2018 to help Dane County seniors live independently as they age. Services are provided in the client's home to support independence: personal care, housekeeping, cooking, errands, companionship, exercise support, medication reminders and much more. Agrace Age at Home serves both hospice and non-hospice clients. In 2022, Age at Home caregivers served 283 clients and provided more than 44,040 hours of in-home care.

    Expenses $2,412,408 · Revenue $1,658,057

  • Agrace HME, LLC is a disregarded entity that was established in 2019 to provide home medical equipment to Agrace hospice patients. With a fleet of delivery vans and a caring crew of DME technicians, Agrace delivers home medical equipment to our hospice patients. Agrace HME has two equipment warehouses, in Waunakee and Milton, where we use state-of-the-art software and systems to ensure medical equipment is delivered to patients quickly and accurately.

    Expenses $2,184,338 · Revenue $2,259,985

  • AGRACE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2022, 642 SPECIALLY TRAINED VOLUNTEERS PROVIDED 64,000 HOURS OF SERVICE. BECAUSE OF THIS SUPPORT, AGRACE IS ABLE TO DEFER SOME STAFFING COSTS AND CONTINUE TO PROVIDE COMPASSIONATE, EXPERT CARE TO PATIENTS AND FAMILIES. SOME OF THE VOLUNTEER POSITIONS INCLUDE IN-HOME AND RESIDENTIAL PATIENT AND FAMILY VOLUNTEER; GRIEF SERVICES, ADMINISTRATIVE OFFICE WORK, FLOWER ROOM AND KITCHEN VOLUNTEER; VIGIL PROGRAM; AND AGRACE hospitality volunteer. FOOD SERVICE: AGRACE EMPLOYS TALENTED CHEFS TO PROVIDE OUR PATIENTS AND FAMILIES COMFORTING MEALS COOKED WITH LOCALLY GROWN, OFTEN ORGANIC FRESH PRODUCE, MEATS AND HERBS. STAFF DIETITIANS WORK WITH THE KITCHEN STAFF TO PREPARE MEALS THAT PROVIDE SUSTENANCE AND COMFORT TO PATIENTS. 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. IN ADDITION TO PATIENT AND FAMILY MEALS, AGRACE FOOD SERVICES MAKES nutritious meals and snacks for clients at the Agrace Adult Day Center. FRESH BAKED GOODS, COFFEE AND TEA AVAILABLE FOR PURCHASE BY STAFF, VOLUNTEERS, GUESTS, EDUCATIONAL EVENT ATTENDEES A at the Doc Rock Cafe at our Madison campus. IN 2022, AGRACE, INC. TRANSFERRED FUNDS TOTALING $2,800,000 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION, INC.

    Expenses $1,878,719 · Grants $2,800,000 · Revenue $722,566

  • COMMUNITY EDUCATION - AS THE COMMUNITY'S Nonprofit HOSPICE, AGRACE IS DEDICATED TO INCREASING AWARENESS AND UNDERSTANDING OF MATTERS RELATED TO serious illness, DEATH, DYING, CARE GIVING, and GRIEF. WITH OUR GUIDANCE, OUR NEIGHBORS ARE BETTER PREPARED TO MAKE DECISIONS ABOUT THE CARE THEY OR THEIR LOVED ONES RECEIVE. To help families of our hospice patients care for them between Agrace's visits, Agrace published a new "Care Tips for Families" web page in 2022. It has dozens of tips that would also be helpful to anyone caring for a person who is seriously ill or has trouble moving around. IN 2022, 211 NURSING AND MEDICAL STUDENTS, RESIDENTS AND FELLOWS, PHARMACY STUDENTS AND STUDENTS FROM OTHER HEALTH CARE PROFESSIONS PARTICIPATED IN ROTATIONS AT AGRACE. SINCE THE INITIATION OF THE AGRACE ROTATION PROGRAM IN 1995, APPROXIMATELY 2,860 STUDENTS, INTERNS, RESIDENTS, FELLOWS AND WORKING HEALTH CARE PROFESSIONALS FROM INSTITUTIONS OF HIGHER LEARNING HAVE COMPLETED AN EDUCATIONAL EXPERIENCE AT AGRACE. AGRACE RECEIVES NO REIMBURSEMENT FOR THESE ROTATIONS WITH THE EXCEPTION OF AN ANNUAL STIPEND FROM THE UW-MADISON SCHOOL OF PHARMACY.

    Expenses $1,643,693 · Revenue $1,250

  • SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2022, AGRACE PROVIDED GRIEF SERVICES TO 513 INDIVIDUALS - BOTH CHILDREN AND ADULTS. The Agrace Grief Support Center in Fitchburg, Wis., hosts grief support groups and one-on-one support. IN ADDITION TO INDIVIDUAL COUNSELING, AGRACE PROVIDES GRIEF SERVICES THROUGH GRIEF SUPPORT GROUPS, HOLIDAY REMEMBRANCE PROGRAMS, AND THE COMMUNITY TRAUMATIC DEATH RESPONSE TEAM. THESE PROGRAMS ARE OFFERED FOR A NOMINAL FEE, AND GRIEF SUPPORT GROUPS ARE OPEN TO ANYONE IN THE COMMUNITY EXPERIENCING GRIEF DUE TO A DEATH, NOT JUST TO PATIENTS AND FAMILIES SERVED BY AGRACE. In 2022, Agrace community grief specialists offered free virtual presentations teaching others how to be more supportive to grieving people. Various sessions were offered, including "Grief 101," which discusses grief, how it shows up in our lives and how to support people who are grieving; "How to Support Grieving Kids," offering ideas for parents and caregivers of grieving children; and "How to Support Grieving Students," for anyone who is working with grieving students/children in a professional setting. BUTTERFLY AND BRICK MEMORIALS ARE AVAILABLE FOR INDIVIDUALS TO MEMORIALIZE OR HONOR THE LIFE OF A LOVED ONE. ALTHOUGH PROVIDING GRIEF SUPPORT IS REQUIRED BY STATE AND FEDERAL REGULATIONS, GRIEF SUPPORT SERVICES ARE NOT COVERED BY INSURANCE, MEDICARE, OR MEDICAID REIMBURSEMENT. AGRACE PROVIDES THESE SERVICES BECAUSE THE ORGANIZATION BELIEVES THEY ARE CRITICAL TO HELPING FAMILIES RETURN TO FUNCTIONAL LIVING AFTER THEIR LOSS.

    Expenses $1,245,376 · Revenue $83,516

  • Agrace Adult Day Center, LLC is a disregarded entity that was established in 2020. In July 2021, Agrace opened its doors to a freestanding Adult Day Center located at 1702 W. Beltline Highway, Madison. The Center is a safe, supportive place for older adults who need companionship and help with daily activities. As clients enroll at the Center, they have a functional assessment to help our staff understand their needs and interests so what they like can be woven into their daily activities. In 2022, the Center provided daytime care to 88 clients.

    Expenses $966,376 · Revenue $375,796

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

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
    $679,654
    From related orgs
    $0
    Other
    $59,298
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $423,650
    Bonus
    $234,124
    Other
    $21,880
    Deferred
    $39,200
    Nontaxable benefits
    $20,098
    Filer's total
    $738,952
  • Amie Goldman

    VP, Innovation - Beginning 9/2022; Director - Until 8/2022

    Total calculated
    $84,711
    From this org
    $84,711
    From related orgs
    $0
    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
    $324,367
    From related orgs
    $0
    Other
    $26,396
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $262,054
    Bonus
    $60,984
    Other
    $1,328
    Deferred
    $15,200
    Nontaxable benefits
    $11,196
    Filer's total
    $350,763
  • Julia Houck

    VP, Human Resources - Until 06/2022

    Total calculated
    $201,881
    From this org
    $180,429
    From related orgs
    $0
    Other
    $21,452
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $105,225
    Bonus
    $70,151
    Other
    $5,053
    Deferred
    $7,299
    Nontaxable benefits
    $14,154
    Filer's total
    $201,881
  • Jennifer Flugaur

    VP, Clinical Excellence

    Total calculated
    $238,635
    From this org
    $196,023
    From related orgs
    $0
    Other
    $42,612
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,715
    Bonus
    $22,667
    Other
    $1,642
    Deferred
    $11,232
    Nontaxable benefits
    $31,380
    Filer's total
    $238,635
  • Jennifer Malak

    VP, Homecare Operations

    Total calculated
    $221,541
    From this org
    $206,127
    From related orgs
    $0
    Other
    $15,414
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,305
    Bonus
    $27,847
    Other
    $2,975
    Deferred
    $10,518
    Nontaxable benefits
    $4,896
    Filer's total
    $221,541
  • Kari Potter

    VP, Human Resources

    Total calculated
    $176,142
    From this org
    $156,327
    From related orgs
    $0
    Other
    $19,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,394
    Bonus
    $0
    Other
    $10,933
    Deferred
    $10,000
    Nontaxable benefits
    $9,815
    Filer's total
    $176,142
  • Marcia Whittington

    Chief Development Officer

    Total calculated
    $358,123
    From this org
    $0
    From related orgs
    $318,274
    Other
    $39,849
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,500 related
    Bonus
    $0 + $60,712 related
    Other
    $0 + $2,062 related
    Deferred
    $0 + $13,801 related
    Nontaxable benefits
    $0 + $26,048 related
    Filer's total
    $0 + $358,123 related
  • Mary Barros

    VP, Support Services

    Total calculated
    $187,053
    From this org
    $180,614
    From related orgs
    $0
    Other
    $6,439
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,993
    Bonus
    $7,825
    Other
    $20,796
    Deferred
    $4,046
    Nontaxable benefits
    $2,393
    Filer's total
    $187,053
  • Noel Nickel

    VP, Innovation

    Total calculated
    $197,198
    From this org
    $176,665
    From related orgs
    $0
    Other
    $20,533
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,122
    Bonus
    $28,875
    Other
    $669
    Deferred
    $4,442
    Nontaxable benefits
    $16,091
    Filer's total
    $197,198
  • Dr Geoffrey Smith

    Hospice/Palliative Physician

    Total calculated
    $295,645
    From this org
    $263,356
    From related orgs
    $0
    Other
    $32,289
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $256,460
    Bonus
    $0
    Other
    $6,897
    Deferred
    $10,549
    Nontaxable benefits
    $21,740
    Filer's total
    $295,645
  • Dr Holly Schaefer

    Hospice/Palliative Physician

    Total calculated
    $224,028
    From this org
    $221,012
    From related orgs
    $0
    Other
    $3,016
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $219,954
    Bonus
    $0
    Other
    $1,058
    Deferred
    $1,302
    Nontaxable benefits
    $1,714
    Filer's total
    $224,028
  • Dr Linda Blust

    Hospice/Palliative Physician

    Total calculated
    $274,680
    From this org
    $246,973
    From related orgs
    $0
    Other
    $27,707
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $244,802
    Bonus
    $0
    Other
    $2,171
    Deferred
    $8,319
    Nontaxable benefits
    $19,388
    Filer's total
    $274,680
  • Dr Patricia Neuman

    VP, Medical Services

    Total calculated
    $330,904
    From this org
    $291,530
    From related orgs
    $0
    Other
    $39,374
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,570
    Bonus
    $0
    Other
    $3,960
    Deferred
    $8,532
    Nontaxable benefits
    $30,842
    Filer's total
    $330,904
  • Dr Susan Ferguson

    Hospice/Palliative Physician

    Total calculated
    $207,780
    From this org
    $200,702
    From related orgs
    $0
    Other
    $7,078
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,872
    Bonus
    $0
    Other
    $830
    Deferred
    $0
    Nontaxable benefits
    $7,078
    Filer's total
    $207,780

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
  • 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 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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • AGRACE PALLIATIVE CARE LLC

    PALLIATIVE CARE SERVICES · WI · income $456,041 · assets $140

    Directly controlled by AGRACE HOSPICECARE INC

  • Age at Home LLC

    Personal care services · WI · income $1,658,057 · assets $575

    Directly controlled by Agrace HospiceCare Inc

  • Agrace HME LLC

    Home Medical Equipment · WI · income $2,259,985 · assets $0

    Directly controlled by Agrace HospiceCare Inc

  • Agrace Adult Day Center LLC

    Adult day center · WI · income $375,796 · assets $2,285

    Directly controlled by Agrace HospiceCare Inc

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2023
IRS schema version
2022v5.0
Source object
202302279349303895

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