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Nonprofiteer
← THE HOSPICE FOUNDATION

Form 990 for tax year 2023

Filed by THE HOSPICE FOUNDATION.

Totals

Total revenue
$1,526,501
Total expenses
$1,111,312
Contributions and grants received
$261,209
Grants paid
$984,107
Program service revenue
$0
Investment income
$1,265,292
Other revenue
$0
Total assets, end of year
$31,261,499
Total liabilities, end of year
$23,535,368
Net assets or fund balances, end of year
$7,726,131
Program services expenses (Part IX)
$984,107
Management and general expenses
$127,205
Fundraising expenses
$0
Program service expenses (Part III)
$984,107

Program services were 88.6% 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

    $261,209

  • 3 · Investment income

    total $825,596 · excluded $825,596

  • 7a · Gross sales of assets other than inventory

    securities $7,933,970

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

    securities $7,494,274

  • 7c · Gain or loss

    securities $439,696

  • 7d · Net gain or loss

    total $439,696 · excluded $439,696

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $984,107 · program services $984,107

  • 11f · Fees: investment management

    total $127,205 · management and general $127,205

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $144,967 · end of year $89,574

  • 2 · Savings and temporary cash investments

    beginning of year $312,845 · end of year $211,761

  • 11 · Investments: publicly traded securities

    beginning of year $27,203,258 · end of year $30,960,164

  • 17 · Accounts payable and accrued expenses

    beginning of year $23,226,487 · end of year $23,535,368

  • 27 · Net assets without donor restrictions

    beginning of year $3,411,108 · end of year $6,702,656

  • 28 · Net assets with donor restrictions

    beginning of year $1,023,475 · end of year $1,023,475

Mission and programs · 2023

Mission

THE MISSION OF THE HOSPICE FOUNDATION IS TO SUPPORT HOSPICE & PALLIATIVE CARECENTER THROUGH SOUND INVESTMENT, STRONG FUNDRAISING EFFORTS, AND COMPREHENSIVE STEWARDSHIP OF DONORS.

Activities or mission (Part I)

THE FOUNDATION OPERATES IN SUPPORT OF HOSPICE & PALLIATIVE CARECENTER ("THE CENTER") BY SERVING AS A SUPPORTING ORGANIZATION TO SOLICIT FUNDS AND INVEST FUNDS AND PROVIDE FUNDING FOR AND ON BEHALF OF HOSPICE & PALLIATIVE CARECENTER.

  • THE HOSPICE FOUNDATION MANAGES THE INVESTMENTS OF HOSPICE & PALLIATIVE CARECENTER AND PROVIDES FINANCIAL SUPPORT TO THAT ORGANIZATION.

    Expenses $984,107 · Grants $984,107

As filed on the 2023 return.

Listed in Part VII

  • Lottie Kay

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Elizabeth Madden

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bruce Brown

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Bryan Thompson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Peter Juran

    CHAIR GOVERNING

    Total calculated
    $0
    Hours/week
    1

  • Mike Gwyn

    VICE CHAIR GOVERNING

    Total calculated
    $0
    Hours/week
    1

  • Ashley Kohlrus

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Colleen Friedman

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Jimmy Strickland

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • Amy Smith

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brad Zabel

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carla Rumph

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Chris Munnelly

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Christie Williams

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Danny Freeman

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Twine

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Hal Rollins

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Keisha Redd

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michelle Kennedy

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Susan Pfefferkorn

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Will Goodson

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Linda Darden

    CEO (EX-OFFICIO)

    Total calculated
    $291,164
    From this org
    $0
    From related orgs
    $266,783
    Other
    $24,381
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $266,783 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,644 related
    Nontaxable benefits
    $0 + $13,737 related
    Filer's total
    $0 + $291,164 related

  • Dave Shelton

    ASSISTANT TREASURER

    Total calculated
    $201,288
    From this org
    $0
    From related orgs
    $178,279
    Other
    $23,009
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,779 related
    Bonus
    $0 + $4,500 related
    Other
    $0
    Deferred
    $0 + $8,622 related
    Nontaxable benefits
    $0 + $14,387 related
    Filer's total
    $0 + $201,288 related

  • Beth Forrester

    EXECUTIVE DIRECTOR

    Total calculated
    $135,215
    From this org
    $0
    From related orgs
    $115,239
    Other
    $19,976
    Hours/week
    39 + 1 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
18 October 2024
IRS schema version
2023v5.1
Source object
202432979349300913

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