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Nonprofiteer
← HOSPICE OF THE BLUEGRASS INC

Form 990 for tax year 2023

Filed by HOSPICE OF THE BLUEGRASS INC.

Totals

Total revenue
$85,647,508
Total expenses
$91,949,329
Contributions and grants received
$3,406,985
Grants paid
$1,671,483
Program services expenses (Part IX)
$76,880,318
Management and general expenses
$14,162,249
Fundraising expenses
$906,762
Program service expenses (Part III)
$76,880,318

Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID BRENNEN

    CHAIR BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • ELIZABETH FOWLER

    PRESIDENT/CEO

    Total calculated
    $721,515
    From this org
    $669,584
    From related orgs
    $0
    Other
    $51,931
    Hours/week
    39.7 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $500,798
    Bonus
    $141,367
    Other
    $27,419
    Deferred
    $15,607
    Nontaxable benefits
    $36,324
    Filer's total
    $721,515

  • JENNIFER MADDEN

    SECRETARY BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • MARK DAY

    VICE CHAIR BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2 + 0.1 related

  • ZACH MOORE

    TREASURER BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2

  • AMANDA HENSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANNE BOLTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BO COFIELD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID ROYSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELLEN MILLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREG MILWARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFF KOONCE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOAN TYRA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN AUSTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN DAVIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAURA FELTNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE WETHERBY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK MEADE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RHONDA LOVE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICHARD HOPGOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT ROSENSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RON RING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVE FRYMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ZACHARY MURRAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMY DOANE

    VP MARKETING (through April 2023)

    Total calculated
    $72,397
    From this org
    $60,463
    From related orgs
    $0
    Other
    $11,934
    Hours/week
    40

  • CROSWELL CHAMBERS

    COO ADMINISTRATIVE SERVICES

    Total calculated
    $304,494
    From this org
    $296,706
    From related orgs
    $0
    Other
    $7,788
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,486
    Bonus
    $52,446
    Other
    $774
    Deferred
    $7,788
    Nontaxable benefits
    $0
    Filer's total
    $304,494

  • DANITA ROSS

    VP HUMAN RESOURCES

    Total calculated
    $256,939
    From this org
    $236,454
    From related orgs
    $0
    Other
    $20,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,617
    Bonus
    $45,649
    Other
    $1,188
    Deferred
    $9,611
    Nontaxable benefits
    $10,874
    Filer's total
    $256,939

  • DAVID BUTTS

    DIVERSITY, EQUITY & INCLUSION OFFICER

    Total calculated
    $159,787
    From this org
    $145,806
    From related orgs
    $0
    Other
    $13,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,894
    Bonus
    $15,498
    Other
    $414
    Deferred
    $3,950
    Nontaxable benefits
    $10,031
    Filer's total
    $159,787

  • EUGENIA SMITHER

    VP COMPLIANCE & QUALITY

    Total calculated
    $255,262
    From this org
    $229,104
    From related orgs
    $0
    Other
    $26,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,081
    Bonus
    $44,737
    Other
    $2,286
    Deferred
    $5,120
    Nontaxable benefits
    $21,038
    Filer's total
    $255,262

  • HOLLY HODGE

    VP FINANCE/CFO

    Total calculated
    $355,528
    From this org
    $329,999
    From related orgs
    $0
    Other
    $25,529
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $249,823
    Bonus
    $75,732
    Other
    $4,444
    Deferred
    $12,923
    Nontaxable benefits
    $12,606
    Filer's total
    $355,528

  • JANNETTE BAKER

    CHIEF INFORMATION & SECURITY OFFICER

    Total calculated
    $193,717
    From this org
    $159,409
    From related orgs
    $0
    Other
    $34,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,871
    Bonus
    $1,124
    Other
    $414
    Deferred
    $6,804
    Nontaxable benefits
    $27,504
    Filer's total
    $193,717

  • KIMBERLY PENNINGTON

    CHIEF BUSINESS OFFICER

    Total calculated
    $229,596
    From this org
    $200,454
    From related orgs
    $0
    Other
    $29,142
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,124
    Bonus
    $22,556
    Other
    $774
    Deferred
    $5,638
    Nontaxable benefits
    $23,504
    Filer's total
    $229,596

  • LAURA KLUMB

    VP PHILANTHROPY

    Total calculated
    $240,004
    From this org
    $209,653
    From related orgs
    $0
    Other
    $30,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,181
    Bonus
    $42,698
    Other
    $774
    Deferred
    $8,775
    Nontaxable benefits
    $21,576
    Filer's total
    $240,004

  • MONICA COUCH

    VP & CHIEF HOSPICE OFFICER

    Total calculated
    $235,665
    From this org
    $214,429
    From related orgs
    $0
    Other
    $21,236
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,376
    Bonus
    $33,639
    Other
    $414
    Deferred
    $9,200
    Nontaxable benefits
    $12,036
    Filer's total
    $235,665

  • STEPHANIE GREENE

    COO CLINICAL SERVICES

    Total calculated
    $287,757
    From this org
    $270,630
    From related orgs
    $0
    Other
    $17,127
    Hours/week
    37.5 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $220,342
    Bonus
    $49,874
    Other
    $414
    Deferred
    $11,077
    Nontaxable benefits
    $6,050
    Filer's total
    $287,757

  • TODD COTE

    CHIEF MEDICAL OFFICER

    Total calculated
    $587,594
    From this org
    $331,809
    From related orgs
    $207,379
    Other
    $48,406
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $206,580 + $206,580 related
    Bonus
    $124,430
    Other
    $799 + $799 related
    Deferred
    $8,250 + $8,250 related
    Nontaxable benefits
    $15,953 + $15,953 related
    Filer's total
    $356,012 + $231,582 related

  • JOEL MONCIVAIZ

    HOSPICE & PALLIATIVE PHYSICIAN

    Total calculated
    $294,580
    From this org
    $226,404
    From related orgs
    $28,154
    Other
    $40,022
    Hours/week
    53.4 + 6.6 related

    Schedule J breakdown matched by us

    Base
    $224,371 + $27,901 related
    Bonus
    $0
    Other
    $2,033 + $253 related
    Deferred
    $6,920 + $860 related
    Nontaxable benefits
    $28,676 + $3,566 related
    Filer's total
    $262,000 + $32,580 related

  • NATALIE HOUGHTON

    HOSPICE & PALLIATIVE PHYSICIAN

    Total calculated
    $306,845
    From this org
    $266,414
    From related orgs
    $0
    Other
    $40,431
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $266,252
    Bonus
    $0
    Other
    $162
    Deferred
    $8,124
    Nontaxable benefits
    $32,307
    Filer's total
    $306,845

  • SALLI WHISMAN

    SENIOR HOSPICE MEDICAL DIRECTOR

    Total calculated
    $369,949
    From this org
    $329,653
    From related orgs
    $0
    Other
    $40,296
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $323,045
    Bonus
    $0
    Other
    $6,608
    Deferred
    $12,460
    Nontaxable benefits
    $27,836
    Filer's total
    $369,949

  • TERRI WALLING

    HOSPICE & PALLIATIVE PHYSICIAN

    Total calculated
    $263,790
    From this org
    $228,739
    From related orgs
    $0
    Other
    $35,051
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $228,469
    Bonus
    $0
    Other
    $270
    Deferred
    $10,251
    Nontaxable benefits
    $24,800
    Filer's total
    $263,790

  • WENDY LATUNIK

    HOSPICE & PALLIATIVE PHYSICIAN

    Total calculated
    $256,052
    From this org
    $236,532
    From related orgs
    $0
    Other
    $19,520
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $232,557
    Bonus
    $0
    Other
    $3,975
    Deferred
    $7,229
    Nontaxable benefits
    $12,291
    Filer's total
    $256,052

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 — 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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 7 Non-fixed payments
The performance of individuals who received bonus payments in calendar year 2023 were measured against sustainability, quality, and safety benchmarks. Individuals who exceeded their benchmarks were awarded a bonus payment in calendar year 2023 based on a percentage of their base salary that varied based on positions.

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
7 October 2024
IRS schema version
2023v5.1
Source object
202402819349301705

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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