Totals
- Total revenue
- $1,252,270
- Total expenses
- $618,009
- Contributions and grants received
- $734,157
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $547,315
- Other revenue
- -$29,202
- Total assets, end of year
- $5,993,320
- Total liabilities, end of year
- $813
- Net assets or fund balances, end of year
- $5,992,507
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $47,511
- Fundraising expenses
- $570,498
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1c · Fundraising events
$533,243
-
1f · All other contributions, gifts and grants
$200,914
-
1g · Noncash contributions included above
$63,171
-
3 · Investment income
total $184,987 · excluded $184,987
-
7a · Gross sales of assets other than inventory
securities $24,665,721
-
7b · Less cost or other basis and sales expenses
securities $24,303,393
-
7c · Gain or loss
securities $362,328
-
7d · Net gain or loss
total $362,328 · related or exempt $362,328
-
8a · Fundraising events: gross income
$133,829
-
8a · Fundraising events: contributions included on line 1c
$533,243
-
8b · Fundraising events: direct expenses
$163,031
-
8c · Net income from fundraising events
total -$29,202 · excluded -$29,202
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $728 · management and general $728
-
11f · Fees: investment management
total $45,461 · management and general $45,461
-
13 · Office expenses
total $18 · fundraising $18
-
19 · Conferences, conventions and meetings
total $572 · management and general $572
-
23 · Insurance
total $339 · management and general $339
-
24a · Other expenses: DONATIONS TO RELATED OR
total $550,000 · fundraising $550,000
-
24b · Other expenses: OTHER ADMINISTRATIVE EX
total $13,478 · management and general $411 · fundraising $13,067
-
24c · Other expenses: POSTAGE AND SHIPPING
total $7,413 · fundraising $7,413
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $157,581 · end of year $133,187
-
2 · Savings and temporary cash investments
beginning of year $176,406 · end of year $426,751
-
4 · Accounts receivable
beginning of year $15,178 · end of year $79,162
-
11 · Investments: publicly traded securities
beginning of year $6,253,092 · end of year $5,354,220
-
17 · Accounts payable and accrued expenses
beginning of year $4,048 · end of year $813
-
27 · Net assets without donor restrictions
beginning of year $6,598,209 · end of year $5,992,507
Mission and programs · 2022
Mission
THE FUND IS A TYPE 1 SUPPORTING ORGANIZATION OF HOSPICE AUSTIN. ASSETS OF THE FUND ARE USED FOR MAINTENANCE, SUPPORT, AND OPERATIONS OF HOSPICE AUSTIN PROGRAMS.
-
THE FUND INVESTS CONTRIBUTIONS AND USES THOSE INVESTMENTS TO SUPPORT HOSPICE AUSTIN, A SECTION 501(C)(3) ORGANIZATION.THERE WERE NO 2021 DISTRIBUTIONS TO HOSPICE AUSTIN.
As filed on the 2022 return.
Listed in Part VII
-
ROBIN BANISTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DINAH BARKSDALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
STEVE BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
BRITTANY CHEVERERE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DR JOHN FAUGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
LAURENS FISH III
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
JENNY HASSIBI
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
ED HEALY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JOCELYN JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
SCOTT NEUENDORF
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
VAL NEWBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
OSCAR ROBINSON
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
GENE ANNE SANDBACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
LESLIE TIMMERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
CHARLOTTE D MCLEOD
PRESIDENT
- Total calculated
- $357,718
- From this org
- $0
- From related orgs
- $350,248
- Other
- $7,470
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $335,799 related
- Bonus
- $0 + $3,881 related
- Other
- $0 + $10,568 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $7,470 related
- Filer's total
- $0 + $357,718 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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 6
- HOSPICE AUSTIN FUND'S PRESIDENT IS ALSO THE EXECUTIVE DIRECTOR OF HOSPICE AUSTIN AND HAS CONSOLIDATED CHANGE IN NET ASSETS (NET INCOME) AS ONE OF HER BONUS GOALS. THERE ARE MULTIPLE GOALS WITH EACH ASSIGNED A WEIGHTED VALUE IN ARRIVING AT THE OVERALL PERCENT OF GOALS ACHIEVED. ONE OF THE MULTIPLE BONUS GOALS IS MEETING OR EXCEEDING THE CONSOLIDATED CHANGE IN NET ASSETS PRIOR TO INTEREST INCOME AND INVESTMENT RETURNS (NET INCOME PRIOR TO INTEREST INCOME AND INVESTMENT RETURNS) FOR HOSPICE AUSTIN, CENTRAL TEXAS PALLIATIVE CARE ASSOCIATES AND THE HOSPICE AUSTIN FUND, RELATED ENTITIES.
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
No itemized grants to organizations 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.
-
501(C)(3) · PROVIDES CARE TO TERMINALLY ILL PATIENTS · TX
-
CENTRAL TEXAS PALLIATIVE CARE ASSOCIATION
501(C)(3) · PROVIDES MEDICAL DIRECTOR SERVICES TO HOSPICE AUSTIN · TX
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 17 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343179349302554
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