Totals
- Total revenue
- $52,886,333
- Total expenses
- $53,977,121
- Contributions and grants received
- $1,624,426
- Grants paid
- $0
- Program service revenue
- $50,778,272
- Investment income
- -$245,621
- Other revenue
- $729,256
- Total assets, end of year
- $38,247,942
- Total liabilities, end of year
- $17,389,063
- Net assets or fund balances, end of year
- $20,858,879
- Program services expenses (Part IX)
- $48,841,558
- Management and general expenses
- $4,830,788
- Fundraising expenses
- $304,775
- Program service expenses (Part III)
- $48,841,558
Program services were 90.5% 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.
-
1c · Fundraising events
$122,127
-
1d · Related organizations
$637,309
-
1e · Government grants (contributions)
$37,725
-
1f · All other contributions, gifts and grants
$827,265
-
1g · Noncash contributions included above
$1,079,153
-
2a · Program service revenue: PATIENT SERVICE REVENUE
total $49,263,204 · related or exempt $49,263,204
-
2b · Program service revenue: ASSISTED LIVING REVENUE
total $1,515,068 · related or exempt $1,515,068
-
3 · Investment income
total $275,647 · excluded $275,647
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $21,506,231
-
7b · Less cost or other basis and sales expenses
securities $22,027,499
-
7c · Gain or loss
securities -$521,268
-
7d · Net gain or loss
total -$521,268 · excluded -$521,268
-
8a · Fundraising events: gross income
$9,113
-
8a · Fundraising events: contributions included on line 1c
$122,127
-
8b · Fundraising events: direct expenses
$20,001
-
8c · Net income from fundraising events
total -$10,888 · excluded -$10,888
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$1,105,247
-
10b · Cost of goods sold
$544,032
-
10c · Net income from sales of inventory
total $560,996 · excluded $560,996
-
11a · Other revenue: VENDOR DISCOUNTS
total $4,411 · related or exempt $4,411
-
11b · Other revenue: MISCELLANEOUS REVENUE
total $174,737 · related or exempt $174,737 · unrelated business $0
-
11e · Other revenue, total
$179,148
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $1,417,462 · program services $793,229 · management and general $624,233
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $20,692,611 · program services $19,368,918 · management and general $1,111,621 · fundraising $212,072
-
8 · Pension plan contributions
total $284,161 · program services $256,346 · management and general $25,234 · fundraising $2,581
-
9 · Other employee benefits
total $1,552,577 · program services $1,351,723 · management and general $187,552 · fundraising $13,302
-
10 · Payroll taxes
total $1,583,969 · program services $1,455,003 · management and general $114,359 · fundraising $14,607
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $131,830 · program services $38,404 · management and general $93,426
-
11c · Fees: accounting
total $69,300 · program services $20,188 · management and general $49,112
-
11d · Fees: lobbying
total $3,530 · management and general $3,530
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $37,921 · management and general $37,921
-
11g · Fees: other
total $4,351,845 · program services $4,049,467 · management and general $284,334 · fundraising $18,044
-
12 · Advertising and promotion
total $569,732 · program services $337,737 · management and general $231,995
-
13 · Office expenses
total $592,467 · program services $471,150 · management and general $108,357 · fundraising $12,960
-
14 · Information technology
total $1,474,344 · program services $1,019,431 · management and general $432,102 · fundraising $22,811
-
15 · Royalties
total $0
-
16 · Occupancy
total $694,922 · program services $435,303 · management and general $259,619
-
17 · Travel
total $387,295 · program services $375,433 · management and general $11,170 · fundraising $692
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $180,692 · program services $161,022 · management and general $19,670
-
20 · Interest
total $84,028 · program services $24,479 · management and general $59,549
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $795,575 · program services $643,299 · management and general $152,276
-
23 · Insurance
total $429,760 · program services $355,980 · management and general $73,780
-
24a · Other expenses: PATIENT SUPPLIES & SERVICES
total $14,099,338 · program services $14,099,338
-
24b · Other expenses: VOLUNTEER EXPENSE
total $9,790 · program services $9,790
-
24c · Other expenses: DUES & PUBLICATIONS
total $130,783 · program services $80,715 · management and general $49,185 · fundraising $883
-
24d · Other expenses: REPAIRS AND MAINTENANCE
total $3,927,869 · program services $3,090,597 · management and general $837,272
-
24e · All other expenses
total $475,320 · program services $404,006 · management and general $64,491 · fundraising $6,823
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,393,964 · end of year $683,592
-
2 · Savings and temporary cash investments
beginning of year $49,712 · end of year $2,276,804
-
3 · Pledges and grants receivable
beginning of year $9,397 · end of year $22,398
-
4 · Accounts receivable
beginning of year $3,600,265 · end of year $3,565,540
-
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
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $67,993 · end of year $92,932
-
9 · Prepaid expenses and deferred charges
beginning of year $235,653 · end of year $650,679
-
10a · Land, buildings and equipment: cost or other basis
$18,849,680
-
10b · Land, buildings and equipment: accumulated depreciation
$5,277,659
-
10c · Land, buildings and equipment, net
beginning of year $13,550,562 · end of year $13,572,021
-
11 · Investments: publicly traded securities
beginning of year $16,833,194 · end of year $15,039,990
-
12 · Investments: other securities
beginning of year $61,026 · end of year $42,867
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $1,236,667 · end of year $1,096,667
-
15 · Other assets
beginning of year $17,049 · end of year $1,204,452
-
17 · Accounts payable and accrued expenses
beginning of year $7,129,267 · end of year $8,285,373
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $8,455,791 · end of year $9,103,690
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $953 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $23,104,776 · end of year $20,512,343
-
28 · Net assets with donor restrictions
beginning of year $364,695 · end of year $346,536
Mission and programs · 2022
Mission
WE ARE LEADING A HEALTHCARE TRANSFORMATION BY ENGAGING WITH OUR COMMUNITIES AND OFFERING INNOVATIVE, MEANINGFUL CARE FOR THOSE LIVING WITH ILLNESS AND LOSS.
Activities or mission (Part I)
TRU COMMUNITY CARE AFFIRMS LIFE AT EVERY STEP OF YOUR JOURNEY WITH ILLNESS AND LOSS.
-
HOSPICE CARE:PROVIDES FAMILY-CENTERED, COMPASSIONATE END-OF-LIFE CARE, INCLUDING PAIN MANAGEMENT AND SYMPTOM CONTROL, TO THOSE IN NEED OF PHYSICAL, EMOTIONAL, AND SPIRITUAL WELL-BEING. GRIEF COUNSELING:PROVIDES FAMILY GRIEF COUNSELING AND SUPPORT FOR AT LEAST ONE YEAR FOLLOWING DEATH, AND ONGOING BEREAVEMENT SUPPORT GROUPS FOR THE ENTIRE COMMUNITY.
Expenses $16,966,601 · Revenue $20,883,788
-
HOME HEALTH:PROVIDES PALLIATIVE CARE TO HOMEBOUND, TERMINALLY ILL INDIVIDUALS WHO ARE PURSUING CURATIVE, LIFE-PROLONGING TREATMENTS.
Expenses $1,107,312 · Revenue $851,626
-
TRU PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) IS AN INNOVATIVE, FULLY INTEGRATED CARE MODEL THAT ENABLES FRAIL ELDERS 55 YEARS AND OLDER TO LIVE AS INDEPENDENTLY AS POSSIBLE IN THEIR HOME AND COMMUNITY. TRU PACE COORDINATES AND DELIVERS ALL NEEDED PREVENTIVE, PRIMARY, ACUTE AND LONG TERM CARE SERVICES SO THAT OLDER INDIVIDUALS WHO ARE OTHERWISE ELIGIBLE FOR NURSING HOME CARE ARE ABLE TO CONTINUE LIVING SAFELY IN THE COMMUNITY. PACE PROGRAMS RECEIVE CAPITATED PAYMENTS THROUGH MEDICARE AND MEDICAID, ASSUMING FULL RISK TO COVER ALL NEEDED MEDICAL, SOCIAL, PHYSICAL, AND EMOTIONAL CARE FOR EVERY PACE PARTICIPANT. TRU PACE HAS A COMPREHENSIVE NETWORK OF CARE PROVIDERS TO ENSURE SEAMLESS AND COST-EFFECTIVE SERVICE DELIVERY FOR THE UNIQUE NEEDS OF EACH FRAIL ELDER AND THEIR FAMILY CAREGIVERS. THE TRU PACE INTERDISCIPLINARY TEAM DELIVERS SERVICES BASED OUT OF THE TRU PACE CENTER IN LAFAYETTE, WHICH INCLUDES A DAY CENTER, REHABILITATION GYM, AND FULL-SERVICE MEDICAL CLINIC. CARE PLANS ARE CUSTOMIZED TO THE UNIQUE NEEDS OF EVERY TRU PACE PARTICIPANT.
Expenses $28,097,636 · Revenue $27,596,900
-
GRIEF COUNSELING
Expenses $459,866 · Revenue $109,737
-
ASSISTED LIVING
Expenses $2,210,143 · Revenue $1,515,368
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Scott GresserSCOTT GRESSER
PRESIDENT AND CEO
- Total calculated
- $352,985
- From this org
- $337,159
- From related orgs
- $0
- Other
- $15,826
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $303,683
- Bonus
- $32,258
- Other
- $1,218
- Deferred
- $8,352
- Nontaxable benefits
- $7,474
- Filer's total
- $352,985
-
David Wensel MDDAVID WENSEL MD
CHIEF MEDICAL OFFICER
- Total calculated
- $327,139
- From this org
- $303,366
- From related orgs
- $0
- Other
- $23,773
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $252,448
- Bonus
- $50,600
- Other
- $318
- Deferred
- $9,939
- Nontaxable benefits
- $13,834
- Filer's total
- $327,139
-
Michael McHaleMICHAEL MCHALE
PRESIDENT & CEO - THRU 4/2022
- Total calculated
- $271,248
- From this org
- $264,175
- From related orgs
- $0
- Other
- $7,073
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $94,974
- Bonus
- $147,426
- Other
- $21,775
- Deferred
- $4,714
- Nontaxable benefits
- $2,359
- Filer's total
- $271,248
-
Marc GrushanMARC GRUSHAN
MEDICAL DIRECTOR, PACE
- Total calculated
- $262,107
- From this org
- $245,638
- From related orgs
- $0
- Other
- $16,469
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $245,230
- Bonus
- $100
- Other
- $308
- Deferred
- $9,268
- Nontaxable benefits
- $7,201
- Filer's total
- $262,107
-
James WoodardJAMES WOODARD
CHIEF OPERATING/NURSING OFFICE
- Total calculated
- $242,821
- From this org
- $233,420
- From related orgs
- $0
- Other
- $9,401
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,641
- Bonus
- $35,132
- Other
- $4,647
- Deferred
- not reported
- Nontaxable benefits
- $9,401
- Filer's total
- $242,821
-
John ShulerJOHN SHULER
PHYSICIAN
- Total calculated
- $226,156
- From this org
- $221,541
- From related orgs
- $0
- Other
- $4,615
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $221,337
- Bonus
- $100
- Other
- $104
- Deferred
- $3,391
- Nontaxable benefits
- $1,224
- Filer's total
- $226,156
-
Samantha BlackSAMANTHA BLACK
EXECUTIVE DIRECTOR, PACE
- Total calculated
- $223,269
- From this org
- $214,166
- From related orgs
- $0
- Other
- $9,103
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,244
- Bonus
- $27,050
- Other
- $3,872
- Deferred
- $1,902
- Nontaxable benefits
- $7,201
- Filer's total
- $223,269
-
Chad HartmannCHAD HARTMANN
DIRECTOR OF ACCESS PALLIATIVE
- Total calculated
- $189,601
- From this org
- $182,943
- From related orgs
- $0
- Other
- $6,658
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,423
- Bonus
- $35,300
- Other
- $220
- Deferred
- $5,434
- Nontaxable benefits
- $1,224
- Filer's total
- $189,601
-
Audra RohnAUDRA ROHN
DIRECTOR, FINANCIAL REPORTING
- Total calculated
- $151,667
- From this org
- $131,346
- From related orgs
- $0
- Other
- $20,321
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $115,314
- Bonus
- $12,443
- Other
- $3,589
- Deferred
- $5,136
- Nontaxable benefits
- $15,185
- Filer's total
- $151,667
-
Raegan GyorffyRAEGAN GYORFFY
DIRECTOR OF CLINICAL SERVICES
- Total calculated
- $143,439
- From this org
- $123,280
- From related orgs
- $0
- Other
- $20,159
- Hours/week
- 40
-
Jerry DurstJERRY DURST
CFO (BEG 12/22)
- Total calculated
- $6,615
- From this org
- $6,615
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Hilary WallaceHILARY WALLACE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Porter StoreyPORTER STOREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David MarusiakDAVID MARUSIAK
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Deborah KellyDEBORAH KELLY
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ande BernthalANDE BERNTHAL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jill StravolemosJILL STRAVOLEMOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mike LammersMIKE LAMMERS
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kyle BrownKYLE BROWN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Claire RileyCLAIRE RILEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David ThrowerDAVID THROWER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Timothy JohnsonTIMOTHY JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Teresa ColeTERESA COLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Constance HoldenCONSTANCE HOLDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Tony PearsonDR TONY PEARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chad KohlmeyerCHAD KOHLMEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim ToppingJIM TOPPING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kitty DekiefferKITTY DEKIEFFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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 · 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.
-
HOSPICE & PALLIATIVE CARE OF NORTHERN CO
501(C)(2) · HOSPICE · CO · controlled entity
Directly controlled by NA
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.
-
TRU REAL ESTATE HOLDINGS LLC
RENTAL PROPER · CO · income $100,471 · assets $6,541,404
Directly controlled by TRU COMMUNIT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313129349304416
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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