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Nonprofiteer
← AGRACE HOSPICECARE INCORPORATED

Form 990 for tax year 2024

Filed by AGRACE HOSPICECARE INCORPORATED.

Totals

Total revenue
$116,677,915
Total expenses
$117,911,656
Contributions and grants received
$4,135,140
Grants paid
$5,700,000
Program service revenue
$108,311,704
Investment income
$167,542
Other revenue
$4,063,529
Total assets, end of year
$16,569,816
Total liabilities, end of year
$9,065,965
Net assets or fund balances, end of year
$7,503,851
Program services expenses (Part IX)
$99,659,712
Management and general expenses
$16,525,539
Fundraising expenses
$1,726,405
Program service expenses (Part III)
$99,659,712

Program services were 84.5% 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

    $45,827

  • 1d · Related organizations

    $4,089,313

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

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

    total $103,273,562 · related or exempt $103,273,562

  • 2b · Program service revenue: Food service

    total $913,682 · related or exempt $912,617 · excluded $1,065

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

    total $1,136,098 · related or exempt $1,136,098

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

    total $2,394,417 · related or exempt $2,394,417

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

    total $570,803 · related or exempt $570,803

  • 2f · All other program service revenue

    total $23,142 · related or exempt $23,142 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $199,453 · excluded $199,453

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $848,494

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

    securities $880,405

  • 7c · Gain or loss

    securities -$31,911 · other assets $0

  • 7d · Net gain or loss

    total -$31,911 · excluded -$31,911

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: Contracted services to affiliates

    total $4,011,018 · excluded $4,011,018

  • 11b · Other revenue: Other revenue

    total $52,511 · related or exempt $52,511

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $4,063,529

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,700,000 · program services $5,700,000

  • 5 · Compensation of officers, directors and key employees

    total $4,184,779 · program services $902,821 · management and general $3,249,494 · fundraising $32,464

  • 6 · Compensation of disqualified persons

    total $251,538 · management and general $251,538

  • 7 · Other salaries and wages

    total $56,492,803 · program services $47,731,027 · management and general $7,439,108 · fundraising $1,322,668

  • 8 · Pension plan contributions

    total $1,449,484 · program services $1,219,247 · management and general $196,451 · fundraising $33,786

  • 9 · Other employee benefits

    total $10,115,815 · program services $8,509,011 · management and general $1,371,012 · fundraising $235,792

  • 10 · Payroll taxes

    total $4,362,860 · program services $3,669,860 · management and general $591,305 · fundraising $101,695

  • 11b · Fees: legal

    total $272,280 · management and general $272,280

  • 11c · Fees: accounting

    total $47,961 · management and general $47,961

  • 11f · Fees: investment management

    total $4 · management and general $4

  • 11g · Fees: other

    total $585,852 · program services $49,676 · management and general $536,176 · fundraising $0

  • 12 · Advertising and promotion

    total $586,763 · program services $128,057 · management and general $458,706

  • 13 · Office expenses

    total $994,951 · program services $685,861 · management and general $309,090

  • 14 · Information technology

    total $2,239,410 · program services $1,538,767 · management and general $700,643

  • 16 · Occupancy

    total $2,941,295 · program services $2,339,386 · management and general $601,909

  • 17 · Travel

    total $250,316 · program services $196,910 · management and general $53,406

  • 19 · Conferences, conventions and meetings

    total $239,862 · program services $130,858 · management and general $109,004

  • 20 · Interest

    total $44,741 · program services $35,585 · management and general $9,156

  • 22 · Depreciation, depletion and amortization

    total $330,009 · program services $262,475 · management and general $67,534

  • 23 · Insurance

    total $313,373 · program services $249,244 · management and general $64,129

  • 24a · Other expenses: Room and board expense

    total $10,930,119 · program services $10,930,119

  • 24b · Other expenses: Medical supplies and equipment

    total $4,794,968 · program services $4,794,968

  • 24c · Other expenses: Medications and infusion therapies

    total $3,485,657 · program services $3,485,657

  • 24d · Other expenses: Patient related costs

    total $5,912,294 · program services $5,912,294

  • 24e · All other expenses

    total $1,384,522 · program services $1,187,889 · management and general $196,633 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,583,248 · end of year $4,783,715

  • 2 · Savings and temporary cash investments

    beginning of year $518,245 · end of year $542,789

  • 4 · Accounts receivable

    beginning of year $8,872,565 · end of year $9,512,519

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $31,760 · end of year $27,460

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,021,149 · end of year $191,858

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $318,264 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $827,679 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $120,272,740 · end of year $1,511,475

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,143,751 · end of year $3,943,404

  • 19 · Deferred revenue

    beginning of year $292,790 · end of year $118,519

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,473,000 · end of year $5,004,042

  • 27 · Net assets without donor restrictions

    beginning of year $110,574,345 · end of year $7,503,851

  • 28 · Net assets with donor restrictions

    beginning of year $15,961,764 · end of year $0

Mission and programs · 2024

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 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 2024, 82 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. Agrace also provides palliative care services for people who have a serious illness but are not receiving hospice care. IN 2024, THE ORGANIZATION PROVIDED APPROXIMATELY $7,202,000 OF COMMUNITY BENEFIT.

    Expenses $82,759,088 · Revenue $103,321,257

  • AGRACE'S OTHER PROGRAMS INCLUDE THE VOLUNTEER SERVICES PROGRAM, THE FOOD SERVICE PROGRAM AND GRANTS TO SUPPORT RELATED ORGANIZATIONS. IN 2024, 630 SPECIALLY TRAINED VOLUNTEERS PROVIDED 69,158 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 are AVAILABLE FOR PURCHASE BY STAFF, VOLUNTEERS and GUESTS at the Doc Rock Cafe at our Madison campus. IN 2024, AGRACE, INC. TRANSFERRED FUNDS TOTALING $5,700,000 TO THE RISK RESERVE ACCOUNT HELD BY AGRACE HOSPICECARE FOUNDATION, INC.

    Expenses $7,547,185 · Grants $5,700,000 · Revenue $912,617

  • 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. In November 2024, Agrace Health, Inc. became the member of Agrace HME.

    Expenses $2,642,861 · Revenue $2,394,417

  • 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. IN 2024, 180 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 3,283 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 $2,251,392 · Revenue $4,816

  • 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 2024, Age at Home caregivers served 154 clients and provided more than 23,870 hours of in-home care. In November 2024, Agrace Health, Inc. became the member of Age at Home.

    Expenses $1,723,583 · Revenue $1,136,098

  • SPIRITUAL & GRIEF SERVICES - AGRACE'S GRIEF support PROGRAM PROVIDES SERVICES TO PATIENTS, FAMILY MEMBERS AND COMMUNITY MEMBERS. IN 2024, AGRACE PROVIDED GRIEF SERVICES TO 3,870 community members - 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 2024, Agrace's Community Grief Team also provided 21 educational presentations to 357 people. Audiences included university students, faith leaders, alcohol/drug treatment participants, senior center attendees, area therapists, community organizations and community members. 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 $1,591,980 · Revenue $23,142

  • 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 2024, the Center provided daytime care to 120 clients. In November 2024, Agrace Health, Inc. became the member of Agrace Adult Day Center.

    Expenses $1,143,623 · Revenue $570,803

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Christopher Queram

    Past Chair - Until 4/2024

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jane Wiedenbeck

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Kelly Ritchie

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Ken Thompson

    Chair

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Lynne Sexten

    President & CEO

    Total calculated
    $924,095
    From this org
    $866,820
    From related orgs
    $0
    Other
    $57,275
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

    Base
    $500,168
    Bonus
    $277,383
    Other
    $89,269
    Deferred
    $40,800
    Nontaxable benefits
    $16,475
    Filer's total
    $924,095
  • Matthew Richards

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Carey Gehl

    Director - Until 11/2024

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Dr Pamela Wetzel

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Gabe Doyle

    Director - Beginning 4/2024

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jonathan Jaffrey MD

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lisa Olson

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lou Bernhardt MD

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Mary Bonte Spath

    Director

    Total calculated
    $0
    Hours/week
    1 + 2 related
  • Steve DiTullio

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Susan Collins

    Director - Until 10/2024

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Tim Size

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jennifer Maurer

    Executive VP and Chief Financial Officer

    Total calculated
    $463,574
    From this org
    $433,657
    From related orgs
    $0
    Other
    $29,917
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

    Base
    $323,922
    Bonus
    $105,355
    Other
    $4,380
    Deferred
    $16,800
    Nontaxable benefits
    $13,117
    Filer's total
    $463,574
  • Amie Goldman

    Chief Growth Officer

    Total calculated
    $270,946
    From this org
    $251,509
    From related orgs
    $0
    Other
    $19,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,675
    Bonus
    $91,191
    Other
    $23,643
    Deferred
    $10,111
    Nontaxable benefits
    $9,326
    Filer's total
    $270,946
  • Jamie Moen

    Chief Operating Officer

    Total calculated
    $292,567
    From this org
    $265,149
    From related orgs
    $0
    Other
    $27,418
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $264,387
    Bonus
    $0
    Other
    $762
    Deferred
    $0
    Nontaxable benefits
    $27,418
    Filer's total
    $292,567
  • Jennifer Flugaur

    Chief Quality Officer

    Total calculated
    $282,335
    From this org
    $236,637
    From related orgs
    $0
    Other
    $45,698
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $212,118
    Bonus
    $19,780
    Other
    $4,739
    Deferred
    $11,479
    Nontaxable benefits
    $34,219
    Filer's total
    $282,335
  • Jennifer Malak

    VP of Customer Access

    Total calculated
    $206,871
    From this org
    $195,036
    From related orgs
    $0
    Other
    $11,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,722
    Bonus
    $48,909
    Other
    $4,405
    Deferred
    $9,709
    Nontaxable benefits
    $2,126
    Filer's total
    $206,871
  • Kari Potter

    VP, Human Resources

    Total calculated
    $332,427
    From this org
    $293,371
    From related orgs
    $0
    Other
    $39,056
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $227,672
    Bonus
    $41,922
    Other
    $23,777
    Deferred
    $17,872
    Nontaxable benefits
    $21,184
    Filer's total
    $332,427
  • Dr Geoffrey Smith

    Hospice/Palliative Physician

    Total calculated
    $325,968
    From this org
    $289,798
    From related orgs
    $0
    Other
    $36,170
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $282,241
    Bonus
    $0
    Other
    $7,557
    Deferred
    $11,642
    Nontaxable benefits
    $24,528
    Filer's total
    $325,968
  • Dr Holly Schaefer

    Hospice/Palliative Physician

    Total calculated
    $264,919
    From this org
    $232,033
    From related orgs
    $0
    Other
    $32,886
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $230,846
    Bonus
    $0
    Other
    $1,187
    Deferred
    $1,426
    Nontaxable benefits
    $31,460
    Filer's total
    $264,919
  • Dr Marilyn Sincaban

    Hospice Eligibility Physician

    Total calculated
    $300,707
    From this org
    $265,726
    From related orgs
    $0
    Other
    $34,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $262,033
    Bonus
    $0
    Other
    $3,693
    Deferred
    $6,000
    Nontaxable benefits
    $28,981
    Filer's total
    $300,707
  • Dr Patricia Neuman

    Hospice/Palliative Physician

    Total calculated
    $296,003
    From this org
    $265,119
    From related orgs
    $0
    Other
    $30,884
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $262,569
    Bonus
    $0
    Other
    $2,550
    Deferred
    $7,835
    Nontaxable benefits
    $23,049
    Filer's total
    $296,003
  • Hilary Bingol

    VP, Medical Services

    Total calculated
    $224,367
    From this org
    $214,024
    From related orgs
    $0
    Other
    $10,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,069
    Bonus
    $0
    Other
    $955
    Deferred
    $0
    Nontaxable benefits
    $10,343
    Filer's total
    $224,367

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. A distribution of $63,690 was made from the plan during 2024. A contribution in the amount of $27,000 was made to the plan during 2024.

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 $532,602 · assets $0

    Directly controlled by Agrace Health Inc

  • Age at Home LLC

    Personal care services · WI · income $1,136,098 · assets $0

    Directly controlled by Agrace Health Inc

  • Agrace HME LLC

    Home Medical Equipment · WI · income $2,394,417 · assets $0

    Directly controlled by Agrace Health Inc

  • Agrace Adult Day Center LLC

    Adult day center · WI · income $570,803 · assets $0

    Directly controlled by Agrace Health Inc

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.

1 distribution to a recipient named as a person, $134,457,642. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2024
Filed
1 November 2025
IRS schema version
2024v5.1
Source object
202543059349300314

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