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Nonprofiteer
← CALVERT HOSPICE INC

Form 990 for tax year 2023

Filed by CALVERT HOSPICE INC.

What the amendment changed

Compared with the return it replaced , filed 14 June 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total assets, end of year
$7,385,196 changed to $0
Total liabilities, end of year
$713,781 changed to $0
Net assets or fund balances, end of year
$6,671,415 changed to $0

Totals

Total revenue
$3,860,987
Total expenses
$2,408,128
Contributions and grants received
$115,198
Grants paid
$0
Program service revenue
$3,676,939
Investment income
$65,745
Other revenue
$3,105
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$1,563,537
Management and general expenses
$842,028
Fundraising expenses
$2,563
Program service expenses (Part III)
$1,563,537

Program services were 64.9% 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.

  • 1f · All other contributions, gifts and grants

    $115,198

  • 1g · Noncash contributions included above

    $115,198

  • 2a · Program service revenue: MEDICAL FEES/REIMBURSE

    total $3,676,164 · related or exempt $3,676,164

  • 2b · Program service revenue: PROGRAM FEES

    total $775 · related or exempt $775

  • 3 · Investment income

    total $65,745 · excluded $65,745

  • 11a · Other revenue: MISCELLANEOUS

    total $3,105 · related or exempt $3,105

  • 11e · Other revenue, total

    $3,105

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,118,114 · program services $698,257 · management and general $419,857

  • 9 · Other employee benefits

    total $71,588 · program services $71,588

  • 10 · Payroll taxes

    total $61,479 · program services $58,320 · management and general $596 · fundraising $2,563

  • 11f · Fees: investment management

    total $11,030 · management and general $11,030

  • 11g · Fees: other

    total $172,851 · program services $160,591 · management and general $12,260

  • 12 · Advertising and promotion

    total $509 · management and general $509

  • 13 · Office expenses

    total $172,114 · management and general $172,114

  • 16 · Occupancy

    total $75,141 · program services $7,267 · management and general $67,874

  • 17 · Travel

    total $37,739 · program services $37,505 · management and general $234

  • 20 · Interest

    total $48 · management and general $48

  • 22 · Depreciation, depletion and amortization

    total $132,692 · program services $33,320 · management and general $99,372

  • 24a · Other expenses: PATIENT COSTS

    total $329,079 · program services $329,079

  • 24b · Other expenses: NURSING HOME SERVICES

    total $92,420 · program services $92,420

  • 24c · Other expenses: BAD DEBTS

    total $75,190 · program services $75,190

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $41,415 · management and general $41,415

  • 24e · All other expenses

    total $16,719 · management and general $16,719

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $599,874 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $1,291,373 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $3,622 · end of year $0

  • 4 · Accounts receivable

    beginning of year $787,178 · end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,112 · end of year $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $2,025,595 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,393,452 · end of year $0

  • 12 · Investments: other securities

    beginning of year $28,474 · end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $14,100 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $225,925

  • 25 · Other liabilities

    beginning of year $943,673 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $4,623,451 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $371,731 · end of year $0

Mission and programs · 2023

Mission

TO IMPROVE THE QUALITY OF LIFE FOR THOSE IN OUR COMMUNITIES EXPERIENCING ADVANCED ILLNESS OR BEREAVEMENT THROUGH HOSPICE AND OTHER PALLATIVE CARE, COMPASSIONATE SUPPORT AND EDUCATION.

Activities or mission (Part I)

TO IMPROVE THE QUALITY OF LIFE FOR THOSE IN OUR COMMUNITIES EXPERIENCING ADVANCED ILLNESS OR BEREAVEMENT THROUGH HOSPICE AND OTHER SERVICES, COMPASSIONATE SUPPORT AND EDUCATION.

  • CLINICAL SERVICES - PROVIDES MEDICAL CARE TO TERMINALLY ILL PATIENTS.

    Expenses $1,563,537 · Revenue $3,680,044

As filed on the 2023 return.

Listed in Part VII

  • BRIAN GIBBONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • NANCY SMIT

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MICHAEL DESTEFANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOYCE R PHILIP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JAMES WILBURN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CHARLES BAGLEY IV

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOANN DECESARIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • THERESA HUSSMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • SUE HUFF

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DAVID HUNT

    QUALITY DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • NOEL CERVINO

    FINANCE DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MICHAEL BRADY

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $286,333
    From this org
    $0
    From related orgs
    $268,823
    Other
    $17,510
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,823 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,485 related
    Nontaxable benefits
    $0 + $10,025 related
    Filer's total
    $0 + $286,333 related

  • PATRICIA LEHMANN

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • ALBERT ZANGER

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • TIM MCDONOUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • CRAIG MUCKLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JOHN BELCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • SHELLEY GROSS-WADE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • GREG KERNAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • DAVID WENG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JAMES HUMPHREY

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • REV DR JAMES KIRK

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MARTHA O'HERLIHY

    DIRECTOR EMERITUS

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • RICHARD WILDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • JASON CHERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • MARNY FETZER

    CHIEF MEDICAL OFFICER

    Total calculated
    $162,441
    From this org
    $0
    From related orgs
    $156,512
    Other
    $5,929
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,512 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,929 related
    Filer's total
    $0 + $162,441 related

  • SHAUNA CHABOT

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $238,600
    From this org
    $0
    From related orgs
    $231,456
    Other
    $7,144
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $231,456 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,944 related
    Nontaxable benefits
    $0 + $200 related
    Filer's total
    $0 + $238,600 related

  • GERALD HILL

    CHIEF FINANCIAL OFFICER

    Total calculated
    $231,757
    From this org
    $0
    From related orgs
    $216,199
    Other
    $15,558
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,199 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,513 related
    Nontaxable benefits
    $0 + $9,045 related
    Filer's total
    $0 + $231,757 related

  • REBECCA MILLER

    CHIEF OPERATING OFFICER

    Total calculated
    $270,924
    From this org
    $0
    From related orgs
    $254,991
    Other
    $15,933
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,991 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,808 related
    Nontaxable benefits
    $0 + $8,125 related
    Filer's total
    $0 + $270,924 related

  • LISA GRIFFEE

    VP OF QUALITY

    Total calculated
    $169,385
    From this org
    $0
    From related orgs
    $155,623
    Other
    $13,762
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,623 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,717 related
    Nontaxable benefits
    $0 + $9,045 related
    Filer's total
    $0 + $169,385 related

  • BRIAN BERGER

    VP OF CONTINUUM OF CARE

    Total calculated
    $164,034
    From this org
    $0
    From related orgs
    $152,507
    Other
    $11,527
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,507 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,778 related
    Nontaxable benefits
    $0 + $6,749 related
    Filer's total
    $0 + $164,034 related

  • GAYLE WHITMER

    PHYSICIAN

    Total calculated
    $265,977
    From this org
    $0
    From related orgs
    $259,462
    Other
    $6,515
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,462 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,315 related
    Nontaxable benefits
    $0 + $200 related
    Filer's total
    $0 + $265,977 related

  • SUSIE KIM

    PHYSICIAN

    Total calculated
    $252,346
    From this org
    $0
    From related orgs
    $236,188
    Other
    $16,158
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,188 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,113 related
    Nontaxable benefits
    $0 + $9,045 related
    Filer's total
    $0 + $252,346 related

  • RACHEL SHERMAN

    DIRECTOR OF NURSEING

    Total calculated
    $170,494
    From this org
    $0
    From related orgs
    $148,570
    Other
    $21,924
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,570 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,862 related
    Nontaxable benefits
    $0 + $17,062 related
    Filer's total
    $0 + $170,494 related

  • KRISTIN WILLIAMS

    VP OF HOSPICE OPERATIONS

    Total calculated
    $159,126
    From this org
    $0
    From related orgs
    $147,540
    Other
    $11,586
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $147,540 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $1,561 related
    Nontaxable benefits
    $0 + $10,025 related
    Filer's total
    $0 + $159,126 related

  • JASMINE CREW

    DIRECTOR OF CLINICAL INTEGRATION

    Total calculated
    $150,336
    From this org
    $0
    From related orgs
    $146,409
    Other
    $3,927
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,409 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,727 related
    Nontaxable benefits
    $0 + $200 related
    Filer's total
    $0 + $150,336 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

None.

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

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.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
19 August 2025
IRS schema version
2023v6.0
Source object
202512939349301331

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