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Nonprofiteer
← BLUE RIDGE HOSPICE INC

Form 990 for tax year 2023

Filed by BLUE RIDGE HOSPICE INC.

Totals

Total revenue
$33,011,300
Total expenses
$30,299,414
Contributions and grants received
$9,953,339
Grants paid
$0
Program service revenue
$22,172,196
Investment income
$590,618
Other revenue
$295,147
Total assets, end of year
$21,740,141
Total liabilities, end of year
$6,839,777
Net assets or fund balances, end of year
$14,900,364
Program services expenses (Part IX)
$18,689,409
Management and general expenses
$4,143,018
Fundraising expenses
$7,466,987
Program service expenses (Part III)
$18,689,409

Program services were 61.7% 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

    $39,772

  • 1f · All other contributions, gifts and grants

    $9,913,567

  • 2a · Program service revenue: HOSPICE CARE

    total $21,038,624 · related or exempt $21,038,624

  • 2b · Program service revenue: INPATIET CARE CENTER

    total $1,133,572 · related or exempt $1,133,572

  • 3 · Investment income

    total $449,917 · excluded $449,917

  • 6a · Gross rents

    real property $42,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $42,000

  • 6d · Net rental income or loss

    total $42,000 · excluded $42,000

  • 7a · Gross sales of assets other than inventory

    other assets $406,624

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

    other assets $265,923

  • 7c · Gain or loss

    other assets $140,701

  • 7d · Net gain or loss

    total $140,701 · excluded $140,701

  • 8a · Fundraising events: gross income

    $13,765

  • 8a · Fundraising events: contributions included on line 1c

    $39,772

  • 8b · Fundraising events: direct expenses

    $21,476

  • 8c · Net income from fundraising events

    total -$7,711 · excluded -$7,711

  • 11a · Other revenue: MISCELLANEOUS

    total $260,858 · related or exempt $260,858

  • 11e · Other revenue, total

    $260,858

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $16,969,233 · program services $10,516,559 · management and general $2,358,334 · fundraising $4,094,340

  • 8 · Pension plan contributions

    total $357,408 · program services $216,763 · management and general $53,526 · fundraising $87,119

  • 9 · Other employee benefits

    total $1,795,153 · program services $1,088,734 · management and general $268,846 · fundraising $437,573

  • 10 · Payroll taxes

    total $1,184,647 · program services $718,471 · management and general $177,415 · fundraising $288,761

  • 11b · Fees: legal

    total $107,392 · management and general $107,392

  • 11c · Fees: accounting

    total $34,144 · program services $34,144

  • 11g · Fees: other

    total $802,824 · program services $305,055 · management and general $81,794 · fundraising $415,975

  • 12 · Advertising and promotion

    total $209,459 · program services $890 · management and general $24,986 · fundraising $183,583

  • 13 · Office expenses

    total $566,728 · program services $111,088 · management and general $138,494 · fundraising $317,146

  • 14 · Information technology

    total $680,181 · program services $345,924 · management and general $327,662 · fundraising $6,595

  • 16 · Occupancy

    total $1,782,181 · program services $407,666 · management and general $115,746 · fundraising $1,258,769

  • 17 · Travel

    total $424,879 · program services $407,153 · management and general $7,660 · fundraising $10,066

  • 19 · Conferences, conventions and meetings

    total $136,887 · program services $58,143 · management and general $68,030 · fundraising $10,714

  • 20 · Interest

    total $32,737 · program services $4,669 · management and general $28,068

  • 22 · Depreciation, depletion and amortization

    total $737,027 · program services $461,903 · management and general $180,782 · fundraising $94,342

  • 23 · Insurance

    total $180,511 · program services $48,888 · management and general $76,325 · fundraising $55,298

  • 24a · Other expenses: DRUGS/MEDICAL SUPPLIES/

    total $2,565,691 · program services $2,563,079 · management and general $2,612

  • 24b · Other expenses: OTHER PATIENT CARE COST

    total $923,009 · program services $923,009

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $447,553 · program services $239,395 · management and general $60,355 · fundraising $147,803

  • 24d · Other expenses: ROOM AND BOARD COSTS

    total $233,644 · program services $233,644

  • 24e · All other expenses

    total $128,126 · program services $4,232 · management and general $64,991 · fundraising $58,903

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,570,523 · end of year $2,007,131

  • 2 · Savings and temporary cash investments

    beginning of year $5,924,937 · end of year $4,901,623

  • 3 · Pledges and grants receivable

    beginning of year $200

  • 4 · Accounts receivable

    beginning of year $1,701,210 · end of year $2,251,462

  • 8 · Inventories for sale or use

    end of year $333,967

  • 9 · Prepaid expenses and deferred charges

    beginning of year $681,132 · end of year $320,283

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

    $4,223,314

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

    $2,613,441

  • 10c · Land, buildings and equipment, net

    beginning of year $2,124,044 · end of year $1,609,873

  • 11 · Investments: publicly traded securities

    beginning of year $2,820,296 · end of year $4,261,056

  • 15 · Other assets

    beginning of year $4,994,628 · end of year $6,054,746

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,659,058 · end of year $2,219,947

  • 23 · Secured mortgages and notes payable

    beginning of year $469,817 · end of year $488,716

  • 25 · Other liabilities

    beginning of year $5,000,088 · end of year $4,131,114

  • 27 · Net assets without donor restrictions

    beginning of year $11,497,406 · end of year $13,698,123

  • 28 · Net assets with donor restrictions

    beginning of year $190,601 · end of year $1,202,241

Mission and programs · 2023

Mission

BRIGHTENING LIFE'S JOURNEY WITH QUALITY AND COMPASSIONATE CARE FOR ALL WHOM WE ARE PRIVILEGED TO SERVE.

Activities or mission (Part I)

BRIGHTENING LIFE'S JOURNEY WITH QUALITY AND COMPASSIONATE CARE FOR ALL WHOM WE ARE PRIVILIGED TO SERVE.

  • BLUE RIDGE HOSPICE, INC. BEGAN OPERATIONS IN NOVEMBER 1979, THROUGH THE VISION AND DETERMINATION OF TWO INDIVIDUALS. BLUE RIDGE IS A MEDICARE AND MEDICAID-CERTIFIED NOT-FOR-PROFIT 501(C )(3) ORGANIZATION PROVIDING PHYSICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL CARE FOR THE TERMINALLY ILL AND THEIR FAMILIES. BLUE RIDGE HOSPICE HAS ALSO EARNED THE JOINT COMISSION'S GOLD SEAL OF APPROVAL. AT ITS INCEPTION, BLUE RIDGE SERVED ONLY A FEW PATIENTS EACH DAY IN THE WINCHESTER AREA. NOW THEY SERVE APPROXIMATELY 2,100 PATIENTS A YEAR AND ARE REGARDED AS AN INTEGRAL PART OF THE HEALTH SERVICES SYSTEM IN THE NORTHERN SHENANDOAH VALLEY AND SURROUNDING ARE INCLUDING THE CITY OF WINCHESTER AND SURROUNDING COUNTIES (FREDERICK, CLARKE, WARREN, SHENANDOAH, PAGE, FAUQUIER, AND LOUDOUN) OFFERING A VARIETY OF CARE PROGRAMS, INCLUDING BUT NOT LIMITED TO, MUSIC THERAPY, BEREAVEMENT, AND CHAPLAIN SERVICES. THROUGHOUT THE YEARS AND ITS GROWTH, BLUE RIDGE HOSPICE'S HAS REMAINED CONSTANT. THE HOSPICE STRIVES TO MAKE QUALITY END-OF-LIFE CARE AVAILABLE TO INDIVIDUALS AND FAMILIES FACING SERIOUS ILLNESS AND TO SUPPORT ANYONE IN OUR COMMUNITY AFFECTED BY DEATH, DYING, AND LOSS. SERVICES PROVIDED BY THE HOSPICE ARE UNDER PROFESSIONAL MEDICAL SUPERVISION AND PROVIDED TO ALLOW THE DYING PERSON TO LIVE AS PAIN-FREE AND COMFORTABLE AS POSSIBLE. THESE SERVICES INCLUDE PHYSICIAN CARE, NURSING CARE, SOCIAL WORK, CERTIFIED NURSING ASSISTANTS, SPIRITUAL SUPPORT, BEREAVEMENT COUNSELING, MUSIC THERAPY AND VOLUNTEER ASSISTANCE. NEARLY 170 VOLUNTEERS OFFER GENEROUS CONTRIBUTIONS OF TIME, TALENT, AND COMPASSION TO THE PATIENTS AND THEIR FAMILIES. PATIENTS ARE SERVED REGARDLESS OF THEIR ABLITY TO PAY FOR THE HOSPICE SERVICES AND PROVIDED APPROXIMATELY $72,000 IN CHARITY CARE DURING 2023. THE COSTS OF THIS CARE, AS WELL AS THE COST OF PROVIDING UNREIMBURSED SERVICES, IS SUPPLEMENTED BY THE OPERATION OF BLUE RIDGE HOSPICE'S VARIOUS THIRFT SHOPS. THESE THRIFT SHOPS PROMOTE THE HOSPICE MISSION AND AWARENESS AS WELL AS SUPPORT THE SERVICES PROVIDED TO PATIENTS AND FAMILIES THAT ARE WELL BEYOND MEDICARE AND OTHER INSURANCE REIMBURSEMENT. THE EXPENSES ASSOCIATED WITH THE OPERATION OF THE THRIFT SHOPS ARE INCLUDED IN FUNDRAISING EXPENSES.

    Expenses $18,689,409 · Revenue $22,433,054

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RICHARD KENNEDY

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • JOHN POTTER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • MARSHA BARLEY

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • LYNNE SAYLES

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • HELEN ZEBARTH

    EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER COELLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREELEY MYERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL DELMERICO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL WILKERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AHNNA LISE STEVENS-JENNINGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LEONARD YANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM HOUCK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN PRESCOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLOTTE DILLIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON PARSONS

    CEO/PRESIDENT (EFF 12/2023)

    Total calculated
    $231,991
    From this org
    $217,588
    From related orgs
    $0
    Other
    $14,403
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,076
    Bonus
    $13,512
    Other
    $0
    Deferred
    $3,858
    Nontaxable benefits
    $10,545
    Filer's total
    $231,991

  • CHERYL HAMILTON-FRIED

    CEO/PRESIDENT (JAN-NOV 2023)

    Total calculated
    $330,698
    From this org
    $317,876
    From related orgs
    $0
    Other
    $12,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $283,486
    Bonus
    $34,390
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,822
    Filer's total
    $330,698

  • SCOTT THELEN

    CHIEF FINANCIAL OFFICER (EFF 10/2023)

    Total calculated
    $45,169
    From this org
    $42,571
    From related orgs
    $0
    Other
    $2,598
    Hours/week
    40

  • BRENDAN FLYNN

    CHIEF OF MEDICAL OFFICER

    Total calculated
    $430,729
    From this org
    $385,999
    From related orgs
    $0
    Other
    $44,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $349,543
    Bonus
    $36,456
    Other
    $0
    Deferred
    $22,490
    Nontaxable benefits
    $22,240
    Filer's total
    $430,729

  • ELLEN HICKS

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $193,151
    From this org
    $183,036
    From related orgs
    $0
    Other
    $10,115
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,222
    Bonus
    $15,814
    Other
    $0
    Deferred
    $6,101
    Nontaxable benefits
    $4,014
    Filer's total
    $193,151

  • JULIE LANDRIO

    MEDICAL DIRECTOR

    Total calculated
    $314,613
    From this org
    $260,735
    From related orgs
    $0
    Other
    $53,878
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,581
    Bonus
    $154
    Other
    $0
    Deferred
    $30,000
    Nontaxable benefits
    $23,878
    Filer's total
    $314,613

  • JENNIFER MARTIN

    EXECUTIVE DIRECTOR HOSPICE

    Total calculated
    $196,580
    From this org
    $181,113
    From related orgs
    $0
    Other
    $15,467
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,802
    Bonus
    $15,311
    Other
    $0
    Deferred
    $3,900
    Nontaxable benefits
    $11,567
    Filer's total
    $196,580

  • ANTHONY CROSEN

    VP OF THRIFT OPERATIONS

    Total calculated
    $162,472
    From this org
    $134,450
    From related orgs
    $0
    Other
    $28,022
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,538
    Bonus
    $5,912
    Other
    $0
    Deferred
    $4,170
    Nontaxable benefits
    $23,852
    Filer's total
    $162,472

  • JENNIFER COSTELLO

    VICE PRESIDENT OF FINANCE

    Total calculated
    $146,788
    From this org
    $130,023
    From related orgs
    $0
    Other
    $16,765
    Hours/week
    40

  • MARGARET KELLY

    NURSE PRACTITIONER

    Total calculated
    $140,883
    From this org
    $128,770
    From related orgs
    $0
    Other
    $12,113
    Hours/week
    40

  • CRYSTAL HARRIS

    NURSE PRACTITIONER

    Total calculated
    $143,594
    From this org
    $127,439
    From related orgs
    $0
    Other
    $16,155
    Hours/week
    40

  • JOHN RENDE

    VP INFORMATION TECHNOLOGY

    Total calculated
    $142,315
    From this org
    $122,715
    From related orgs
    $0
    Other
    $19,600
    Hours/week
    40

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 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349310121

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