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Nonprofiteer
← INTEGRIS HOSPICE INC

Form 990 for tax year 2023

Filed by INTEGRIS HOSPICE INC.

Totals

Total revenue
$5,886,572
Total expenses
$5,973,076
Contributions and grants received
$270,185
Grants paid
$0
Program service revenue
$5,401,424
Investment income
$214,963
Other revenue
$0
Total assets, end of year
$11,161,500
Total liabilities, end of year
$505,283
Net assets or fund balances, end of year
$10,656,217
Program services expenses (Part IX)
$5,491,496
Management and general expenses
$481,580
Fundraising expenses
$0
Program service expenses (Part III)
$5,491,496

Program services were 91.9% 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.

  • 1a · Federated campaigns

    $134,451

  • 1d · Related organizations

    $135,734

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $5,401,424 · related or exempt $5,401,424

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $137,483 · excluded $137,483

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $77,480

  • 7c · Gain or loss

    securities $77,480 · other assets $0

  • 7d · Net gain or loss

    total $77,480 · excluded $77,480

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $146,035 · program services $146,035

  • 7 · Other salaries and wages

    total $3,160,650 · program services $3,160,650

  • 8 · Pension plan contributions

    total $68,121 · program services $68,121

  • 9 · Other employee benefits

    total $427,031 · program services $427,031

  • 10 · Payroll taxes

    total $242,248 · program services $242,248

  • 11g · Fees: other

    total $481,725 · program services $145 · management and general $481,580 · fundraising $0

  • 12 · Advertising and promotion

    total $421 · program services $421

  • 13 · Office expenses

    total $592,886 · program services $592,886

  • 16 · Occupancy

    total $180,166 · program services $180,166

  • 17 · Travel

    total $82,523 · program services $82,523

  • 19 · Conferences, conventions and meetings

    total $2,648 · program services $2,648

  • 20 · Interest

    total $81,403 · program services $81,403

  • 22 · Depreciation, depletion and amortization

    total $176,058 · program services $176,058

  • 23 · Insurance

    total $23,544 · program services $23,544

  • 24a · Other expenses: PURCHASE SERVICES

    total $273,798 · program services $273,798

  • 24b · Other expenses: TRUSTEE & MARKETING FEES

    total $1,196 · program services $1,196

  • 24c · Other expenses: DUES & MEMBERSHIPS

    total $24,991 · program services $24,991

  • 24d · Other expenses: LICENSES & PERMITS

    total $7,037 · program services $7,037

  • 24e · All other expenses

    total $595 · program services $595 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,877,527 · end of year $2,494,363

  • 2 · Savings and temporary cash investments

    beginning of year $706,554 · end of year $330,332

  • 4 · Accounts receivable

    beginning of year $1,016,247 · end of year $928,779

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

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

    $4,248,065

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

    $1,856,354

  • 10c · Land, buildings and equipment, net

    beginning of year $2,503,249 · end of year $2,391,711

  • 12 · Investments: other securities

    beginning of year $2,091,753 · end of year $2,091,753

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $3,211,220 · end of year $2,924,562

  • 17 · Accounts payable and accrued expenses

    beginning of year $408,853 · end of year $295,962

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $315,579 · end of year $209,321

  • 27 · Net assets without donor restrictions

    beginning of year $8,590,365 · end of year $8,564,464

  • 28 · Net assets with donor restrictions

    beginning of year $2,091,753 · end of year $2,091,753

Mission and programs · 2023

Mission

ENHANCE THE QUALITY AND DIGNITY OF LIFE FOR TERMINALLY ILL PERSONS AND THEIR FAMILIES.

  • INTEGRIS HOSPICE SERVICES INCLUDE HOSPICE OF OKLAHOMA COUNTY, INC. (HOC) AND INTEGRIS HOSPICE HOUSE, INC., A TWELVE BED INPATIENT HOSPICE FACILITY, PROVIDING A TEAM-ORIENTED APPROACH TO MEDICAL CARE, EXPERT PAIN MANAGEMENT, AND EMOTIONAL, SPIRITUAL, AND BEREAVEMENT SUPPORT EXPRESSLY TAILORED TO THE PATIENT AND FAMILY'S NEEDS AND WISHES. IN FISCAL YEAR 2023, INTEGRIS HOSPICE AND THE INTEGRIS HOSPICE HOUSE SERVED AN ESTIMATE OF 1,370 PATIENTS IN HOSPICE CARE AND SERVED OVER 2,445 INDIVIDUALS PROVIDING BEREAVEMENT CARE AND GRIEF SUPPORT COUNSELING. THE HOSPICE VOLUNTEER PROGRAM PROVIDED AN ESTIMATE OF 1,007.8 HOURS OF SUPPORTIVE CARE DURING THE YEAR. CURRENTLY, THE INTEGRIS HOSPICE PROGRAM REMAINS A PARTNER AGENCY OF THE UNITED WAY OF CENTRAL OKLAHOMA. PROVIDING GRIEF SUPPORT FOR ANYONE IN THE COMMUNTIY AND HOSPICE CARE FOR THOSE WITHOUT FINANCIAL ASSISTANCE. FOUNDED IN 1990 BY PHYSICIANS OF THE OKLAHOMA COUNTY MEDICAL SOCIETY, INTEGRIS HOSPICE, INC. IS CERTIFIED BY MEDICARE, ACCREDITED BY THE JOINT COMMISSION AND LICENSED IN OKLAHOMA. AN INTEGRIS HEALTH PROGRAM SINCE 1996, INTEGRIS HOSPICE IS A MEMBER OF THE OKLAHOMA HOSPICE AND PALLIATIVE CARE ASSOCIATION, AS WELL AS THE NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION. INTEGRIS HOSPICE HOUSE IS ALSO CERTIFIED BY MEDICARE AND ACCREDITED BY THE JOINT COMMISSION. PARTNERING WITH MEDICAL UNIVERSITIES IN THE METROPOLITAN AREA, THE INTEGRIS HOSPICE PROGRAM PROVIDES HOSPICE TRAINING TO STUDENT NURSES AND PHYSICIAN FELLOWSHIP TRAINING.

    Expenses $5,491,496 · Revenue $5,401,424

As filed on the 2023 return.

Listed in Part VII

  • Linda Merkey

    Director & Chairman

    Total calculated
    $0
    Hours/week
    1

  • Timothy Pehrson

    Director & President/CEO

    Total calculated
    $2,666,600
    From this org
    $0
    From related orgs
    $2,426,478
    Other
    $240,122
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,261,559 related
    Bonus
    $0 + $903,360 related
    Other
    $0 + $261,559 related
    Deferred
    $0 + $233,113 related
    Nontaxable benefits
    $0 + $7,009 related
    Filer's total
    $0 + $2,666,600 related

  • Ashley Muckala DO

    Director

    Total calculated
    $228,628
    From this org
    $0
    From related orgs
    $206,838
    Other
    $21,790
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $119,918 related
    Bonus
    $0 + $86,789 related
    Other
    $0 + $131 related
    Deferred
    $0 + $14,131 related
    Nontaxable benefits
    $0 + $7,659 related
    Filer's total
    $0 + $228,628 related

  • Avilla Williams

    Director

    Total calculated
    $607,252
    From this org
    $0
    From related orgs
    $534,345
    Other
    $72,907
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,710 related
    Bonus
    $0 + $94,527 related
    Other
    $0 + $40,108 related
    Deferred
    $0 + $70,943 related
    Nontaxable benefits
    $0 + $1,964 related
    Filer's total
    $0 + $607,252 related

  • Brad Ferguson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lydia Welch

    Director & MGR. Nursing

    Total calculated
    $159,120
    From this org
    $146,035
    From related orgs
    $0
    Other
    $13,085
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $135,123
    Bonus
    $10,308
    Other
    $604
    Deferred
    $8,601
    Nontaxable benefits
    $4,484
    Filer's total
    $159,120

  • Melinda Warren

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Weed

    Treasurer & CFO

    Total calculated
    $875,109
    From this org
    $0
    From related orgs
    $765,566
    Other
    $109,543
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $585,164 related
    Bonus
    $0 + $148,090 related
    Other
    $0 + $32,312 related
    Deferred
    $0 + $102,534 related
    Nontaxable benefits
    $0 + $7,009 related
    Filer's total
    $0 + $875,109 related

  • Christine Bridges

    Physician

    Total calculated
    $169,385
    From this org
    $163,028
    From related orgs
    $0
    Other
    $6,357
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,095
    Bonus
    $5,000
    Other
    $19,933
    Deferred
    $3,117
    Nontaxable benefits
    $3,240
    Filer's total
    $169,385

  • Dlena Swanner

    Nursing Manager

    Total calculated
    $128,974
    From this org
    $123,375
    From related orgs
    $0
    Other
    $5,599
    Hours/week
    40

  • Donna Lee

    Nursing Supervisor

    Total calculated
    $124,001
    From this org
    $112,287
    From related orgs
    $0
    Other
    $11,714
    Hours/week
    40

  • Judy Prater

    Registered Nurse

    Total calculated
    $137,938
    From this org
    $131,095
    From related orgs
    $0
    Other
    $6,843
    Hours/week
    40

  • Leroy Southmayd

    Physician

    Total calculated
    $139,695
    From this org
    $137,632
    From related orgs
    $0
    Other
    $2,063
    Hours/week
    40

  • Douglas Smith

    Former CFO

    Total calculated
    $186,075
    From this org
    $0
    From related orgs
    $173,936
    Other
    $12,139
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $69,508 related
    Bonus
    $0
    Other
    $0 + $104,428 related
    Deferred
    $0 + $11,061 related
    Nontaxable benefits
    $0 + $1,078 related
    Filer's total
    $0 + $186,075 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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
INTEGRIS HOSPICE, INC. (HOSPICE) IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). AS PART OF THIS SYSTEM, HOSPICE RELIES UPON INTEGRIS TO ESTABLISH THE COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS. INTEGRIS UTILIZES A COMPENSATION SURVEY OR STUDY TO ESTABLISH THIS COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS PROVIDES TO CERTAIN EXECUTIVES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PURPOSE OF THE PLAN IS TO SUPPLEMENT THE SPONSOR-PROVIDED RETIREMENT BENEFITS TO BE PAID TO SENIOR EXECUTIVES PURSUANT TO THE DEFINED BENEFIT PENSION PLAN, THE TAX DEFERRED ANNUITY PLAN AND OTHER QUALIFIED OR NON QUALIFIED RETIREMENT PLANS WHICH ARE MAINTAINED BY THE SPONSOR. THE PLAN PROVIDES AN OPPORTUNITY TO EARN SUPPLEMENTAL INCENTIVE INCOME BY PROVIDING ANNUAL CONTRIBUTIONS TO THE ACCOUNT SO LONG AS THE EXECUTIVE REMAINS EMPLOYED BY THE SPONSOR TO RETIREMENT AGE OF 65. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT DURING THE YEAR: MICHAEL WEED: $17,356 TIMOTHY PEHRSON $237,683 AVILLA WILLIAMS: $26,821 DOUGLAS SMITH: $ 103,139
Schedule J, Part I, Line 7 Non-fixed payments
THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS HAS ESTABLISHED A FINANCIAL INCENTIVE PLAN THAT ENCOURAGES THE EXECUTIVE OFFICER'S PARTICIPATION IN THE SIGNIFICANT IMPROVEMENTS OF THE QUALITY AND FINANCIAL OPERATIONS OF THE ORGANIZATION. THE QUALITY COMPONENT IS DEFINED AS IMPROVEMENT IN PATIENT SAFETY, PATIENT SATISFACTION AND REDUCTION OF EMPLOYEE TURNOVER. THE FINANCIAL COMPONENT CONSISTS OF ACHIEVEMENT IN NET OPERATING INCOME THRESHOLD TO BE ACHIEVED TO ACTIVATE THE PLAN. A PREDETERMINED THRESHOLD IS CREATED WITHIN ALL ASPECTS OF THE PLAN BEFORE FINANCIAL ACHIEVEMENT IS PAYABLE. ALL PLANS ARE WRITTEN ACCORDING TO EXECUTIVE LEVEL AND ADOPTED BY INTEGRIS HEALTH BOARD RESOLUTION EACH PLAN YEAR AND PAYABLE AFTER INDEPENDENT AUDIT RESULTS ARE DETERMINED. IN THE SECOND PLAN, CERTAIN EMPLOYED PHYSICIANS ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION PURSUANT TO THEIR WRITTEN EMPLOYMENT AGREEMENTS. ALL INCENTIVE COMPENSATION IS SUBJECT TO A CAP AND DOES NOT EXCEED 50% OF THE PHYSICIAN'S TOTAL COMPENSATION. THERE ARE A VARIETY OF METHODS USED TO CALCULATE INCENTIVE COMPENSATION BASED ON THE PHYSICIAN'S PERSONAL PRODUCTION, RANGING FROM (I) A SPECIFIED PERCENTAGE OF NET INCOME LESS EXPENSES; (II) A SPECIFIED PERCENTAGE OF TOTAL COLLECTIONS LESS EXPENSES; (III) A SPECIFIED PERCENTAGE OF BASE SALARY BASED COMPLIANCE WITH CERTAIN QUALITY, PATIENT SATISFACTION, PRODUCTION AND FINANCIAL INDICATORS; (IV) A SPECIFIED PERCENTAGE OF BASE SALARY BASED ON COMPLIANCE WITH QUALITY, GUIDING VALUES, PATIENT SATISFACTION AND PRODUCTION CRITERIA; (V) A SPECIFIED PERCENTAGE OF FEE-BASED COLLECTIONS AND CAPITATION COLLECTIONS, IF APPLICABLE, IN EXCESS OF QUARTERLY SALARY; (VI) QUARTERLY BONUSES MEASURED BY RVUS THAT EXCEED A SPECIFIED TARGET PER QUARTER; AND (VII) PRO RATA SHARE OF ANNUAL INCENTIVE POOLS BASED UPON PRODUCTION, COMPLIANCE WITH CLINICAL GUIDELINES, QUALITY AND PATIENT SATISFACTION CRITERIA.

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349316083

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