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Nonprofiteer
← HOSPICE OF THE BLUEGRASS INC

Form 990 for tax year 2022

Filed by HOSPICE OF THE BLUEGRASS INC.

Totals

Total revenue
$84,531,432
Total expenses
$88,346,323
Contributions and grants received
$5,479,090
Grants paid
$2,449,943
Program service revenue
$75,690,237
Investment income
$3,362,762
Other revenue
-$657
Total assets, end of year
$118,416,443
Total liabilities, end of year
$24,972,225
Net assets or fund balances, end of year
$93,444,218
Program services expenses (Part IX)
$73,042,202
Management and general expenses
$14,610,195
Fundraising expenses
$693,926
Program service expenses (Part III)
$73,042,202

Program services were 82.7% 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.

  • 1a · Federated campaigns

    $3,607

  • 1c · Fundraising events

    $54,884

  • 1d · Related organizations

    $14,201

  • 1e · Government grants (contributions)

    $3,739,869

  • 1f · All other contributions, gifts and grants

    $1,666,529

  • 1g · Noncash contributions included above

    $69,975

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $73,562,417 · related or exempt $73,562,417

  • 2b · Program service revenue: CONTRACT REVENUE

    total $2,127,820 · related or exempt $2,127,820

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $3,055,370 · excluded $3,055,370

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $5,531,994 · other assets $44,757

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

    securities $5,253,515 · other assets $15,844

  • 7c · Gain or loss

    securities $278,479 · other assets $28,913

  • 7d · Net gain or loss

    total $307,392 · excluded $307,392

  • 8a · Fundraising events: gross income

    $4,636

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

    $54,884

  • 8b · Fundraising events: direct expenses

    $13,350

  • 8c · Net income from fundraising events

    total -$8,714 · excluded -$8,714

  • 11a · Other revenue: MANAGEMENT FEES

    total $5,504 · related or exempt $5,504

  • 11b · Other revenue: MISCELLANEOUS

    total $2,553 · related or exempt $2,553

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $8,057

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,449,943 · program services $2,449,943

  • 5 · Compensation of officers, directors and key employees

    total $3,041,492 · program services $1,331,989 · management and general $1,533,379 · fundraising $176,124

  • 6 · Compensation of disqualified persons

    total $34,425 · program services $28,499 · management and general $5,604 · fundraising $322

  • 7 · Other salaries and wages

    total $44,328,812 · program services $37,694,469 · management and general $6,356,389 · fundraising $277,954

  • 8 · Pension plan contributions

    total $1,381,354 · program services $1,153,875 · management and general $217,297 · fundraising $10,182

  • 9 · Other employee benefits

    total $7,031,319 · program services $6,012,901 · management and general $962,213 · fundraising $56,205

  • 10 · Payroll taxes

    total $3,192,655 · program services $2,630,308 · management and general $531,744 · fundraising $30,603

  • 11b · Fees: legal

    total $286,628 · management and general $286,628

  • 11c · Fees: accounting

    total $85,574 · management and general $85,574

  • 11d · Fees: lobbying

    total $60,568 · management and general $60,568

  • 11f · Fees: investment management

    total $265,411 · management and general $265,411

  • 11g · Fees: other

    total $1,655,134 · program services $1,114,530 · management and general $540,604 · fundraising $0

  • 12 · Advertising and promotion

    total $452,594 · program services $274,871 · management and general $177,723

  • 13 · Office expenses

    total $1,570,068 · program services $886,580 · management and general $594,341 · fundraising $89,147

  • 14 · Information technology

    total $2,213,811 · program services $1,845,103 · management and general $348,694 · fundraising $20,014

  • 16 · Occupancy

    total $1,933,978 · program services $1,281,479 · management and general $652,499

  • 17 · Travel

    total $2,172,725 · program services $1,339,301 · management and general $833,424

  • 19 · Conferences, conventions and meetings

    total $61,145 · program services $50,621 · management and general $9,953 · fundraising $571

  • 20 · Interest

    total $288,739 · management and general $288,739

  • 22 · Depreciation, depletion and amortization

    total $1,542,984 · program services $1,302,606 · management and general $227,954 · fundraising $12,424

  • 23 · Insurance

    total $226,437 · program services $150,040 · management and general $76,397

  • 24a · Other expenses: Patient Contract Services

    total $5,710,164 · program services $5,710,164

  • 24b · Other expenses: Pharmacy and Chemotherapy

    total $3,023,908 · program services $3,023,908

  • 24c · Other expenses: Medical Supplies

    total $1,524,222 · program services $1,524,222

  • 24e · All other expenses

    total $3,812,233 · program services $3,236,793 · management and general $555,060 · fundraising $20,380

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$91,899 · end of year $19,390

  • 2 · Savings and temporary cash investments

    beginning of year $958,370 · end of year $646,650

  • 3 · Pledges and grants receivable

    beginning of year $2,332,008 · end of year $1,245,732

  • 4 · Accounts receivable

    beginning of year $9,196,539 · end of year $9,512,943

  • 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

  • 8 · Inventories for sale or use

    beginning of year $297,584 · end of year $279,172

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,041,506 · end of year $984,732

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

    $55,161,337

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

    $17,033,710

  • 10c · Land, buildings and equipment, net

    beginning of year $38,459,123 · end of year $38,127,627

  • 11 · Investments: publicly traded securities

    beginning of year $61,709,086 · end of year $50,265,946

  • 12 · Investments: other securities

    beginning of year $13,085,469 · end of year $11,896,708

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $440,175 · end of year $440,175

  • 15 · Other assets

    beginning of year $3,681,113 · end of year $4,997,368

  • 17 · Accounts payable and accrued expenses

    beginning of year $12,490,854 · end of year $13,073,365

  • 19 · Deferred revenue

    beginning of year $1,000 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $4,797,317 · end of year $4,221,972

  • 21 · Escrow or custodial account liability

    beginning of year $601,855 · end of year $414,201

  • 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 $4,798,256 · end of year $5,568,667

  • 25 · Other liabilities

    beginning of year $115,990 · end of year $1,694,020

  • 27 · Net assets without donor restrictions

    beginning of year $104,875,127 · end of year $90,354,874

  • 28 · Net assets with donor restrictions

    beginning of year $3,428,675 · end of year $3,089,344

Mission and programs · 2022

Mission

Our mission is dedicated to providing specialized hospice, palliative and interdisciplinary medical care to the seriously ill and their families. As a dedicated leader in hospice and palliative care, we engage in community partnerships, education, counseling and provide opportunities to staff, volunteers and donors to enrich lives through their gifts.

Activities or mission (Part I)

To provide patient-centered medical care to the seriously ill and their families; engage in community partnerships, education and counseling.

  • HOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS HOSPICE CARE, IS AN ORGANIZATION DEVOTED TO CARING FOR THE PHYSICAL, PSYCHOSOCIAL, EMOTIONAL AND SPIRITUAL NEEDS OF TERMINALLY ILL INDIVIDUALS AND THEIR FAMILIES. THE CARE PROVIDED INCLUDES COUNSELING, PALLIATIVE AND SUPPORTIVE CARE. SUPPORT, EDUCATION, AND BEREAVEMENT SERVICES ARE PROVIDED TO THE COMMUNITY AS WELL. BLUEGRASS HOSPICE CARE PROVIDED 373,913 DAYS OF PATIENT CARE TO 6,993 PATIENTS IN 32 COUNTIES WITHIN KENTUCKY. BEREAVEMENT COUNSELORS PROVIDED COUNSELING TO 1,253 INDIVIDUALS DURING THE YEAR. CHARITY CARE PROVIDED TO PATIENTS APPROXIMATED $8,491,000. PLEASE VISIT OUR WEBSITE AT WWW.BGCARENAV.ORG FOR FURTHER INFORMATION ON SERVICES PROVIDED.

    Expenses $69,895,387 · Grants $2,449,943 · Revenue $73,630,313

  • HOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS PACE CARE OPENED IN 2022 AS A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY ENROLLING 15 PARTICIPANTS. BLUEGRASS PACE CARE PROVIDES COORDINATED CARE BY A MULTIDISCIPLINARY HEALTHCARE TEAM PROVIDING MEDICAL CARE AND SUPPORTIVE SERVICES, SUCH AS PREVENTATIVE CARE, THERAPY, NUTRITIONAL CARE, SOCIAL SERVICES, TRANSPORTATION, AND MEDICATION MANAGEMENT.

    Expenses $1,132,120 · Revenue $239,124

  • HOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS HOME HEALTH CARE STARTED OPERATIONS IN 2022 SERVING BOURBON, HARRISON, NICHOLAS, AND SCOTT COUNTIES IN KENTUCKY. BLUEGRASS HOME HEALTH CARE PROVIDES IN HOME CARE SUCH AS SKILLED NURSING, HOME HEALTH AID, SOCIAL SERVICES, AND THERAPIES. ADDITIONAL SERVICES INCLUDE EARLY AND PERIODIC SCREENING, DIAGNOSTIC, AND TREATMENT, WAIVER SERVICES, AND OUTPATIENT MEDICAL SUPPLIES.

    Expenses $1,120,250 · Revenue $960,976

  • HOSPICE OF THE BLUEGRASS, INC. d/b/a BLUEGRASS TRANSITIONAL CARE, PROVIDES TRANSITIONAL CARE TO QUALIFYING PATIENTS TO ASSIST THEM WHEN COMING HOME AFTER A HOSPITAL STAY IN AN EFFORT TO KEEP THEM FROM HAVING TO BE READMITTED SOON AFTER DISCHARGE.

    Expenses $894,445 · Revenue $867,881

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Brennen

    VICE CHAIR BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2 + 0.1 related
  • David Fogg

    SECRETARY BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    2 + 0.1 related
  • Elizabeth Fowler

    PRESIDENT/CEO

    Total calculated
    $570,151
    From this org
    $522,610
    From related orgs
    $0
    Other
    $47,541
    Hours/week
    39.7 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $501,336
    Bonus
    $0
    Other
    $21,274
    Deferred
    $15,250
    Nontaxable benefits
    $32,291
    Filer's total
    $570,151
  • Richard Hopgood

    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 + 0.2 related
  • 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
  • Jenna Canning

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Jennifer Madden

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • John Austin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Laura Feltner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Mark Day

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Rhonda Love

    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
  • Steve Matherly

    BOARD MEMBER (until Feb 2022)

    Total calculated
    $0
    Hours/week
    1
  • Zachary Murray

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Amy Doane

    VP MARKETING

    Total calculated
    $187,668
    From this org
    $155,862
    From related orgs
    $0
    Other
    $31,806
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,682
    Bonus
    $0
    Other
    $180
    Deferred
    $6,000
    Nontaxable benefits
    $25,806
    Filer's total
    $187,668
  • Cassandra Mitchell

    CHIEF OPERATING OFFICER CLINICAL SERVICES (until May 2022)

    Total calculated
    $119,254
    From this org
    $102,675
    From related orgs
    $0
    Other
    $16,579
    Hours/week
    37.5 + 2.5 related
  • Croswell Chambers

    CHIEF OPERATING OFFICER ADMINISTRATIVE SERVICES

    Total calculated
    $222,215
    From this org
    $215,326
    From related orgs
    $0
    Other
    $6,889
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,749
    Bonus
    $0
    Other
    $1,577
    Deferred
    $6,889
    Nontaxable benefits
    $0
    Filer's total
    $222,215
  • Danita Ross

    VP HUMAN RESOURCES

    Total calculated
    $201,327
    From this org
    $182,691
    From related orgs
    $0
    Other
    $18,636
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,749
    Bonus
    $0
    Other
    $3,942
    Deferred
    $9,193
    Nontaxable benefits
    $9,443
    Filer's total
    $201,327
  • David Butts

    DIVERSITY, EQUITY & INCLUSION OFFICER

    Total calculated
    $133,027
    From this org
    $123,583
    From related orgs
    $0
    Other
    $9,444
    Hours/week
    40
  • Eugenia Smither

    VP COMPLIANCE & QUALITY

    Total calculated
    $198,797
    From this org
    $175,481
    From related orgs
    $0
    Other
    $23,316
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,566
    Bonus
    $0
    Other
    $3,915
    Deferred
    $4,566
    Nontaxable benefits
    $18,750
    Filer's total
    $198,797
  • Holly Hodge

    VP FINANCE/CFO

    Total calculated
    $264,823
    From this org
    $241,270
    From related orgs
    $0
    Other
    $23,553
    Hours/week
    39.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $237,018
    Bonus
    $0
    Other
    $4,252
    Deferred
    $12,233
    Nontaxable benefits
    $11,320
    Filer's total
    $264,823
  • Jannette Baker

    CHIEF INFORMATION & SECURITY OFFICER

    Total calculated
    $142,300
    From this org
    $109,755
    From related orgs
    $0
    Other
    $32,545
    Hours/week
    40
  • Kimberly Pennington

    CHIEF BUSINESS OFFICER

    Total calculated
    $193,919
    From this org
    $173,066
    From related orgs
    $0
    Other
    $20,853
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,292
    Bonus
    $0
    Other
    $774
    Deferred
    $1,287
    Nontaxable benefits
    $19,566
    Filer's total
    $193,919
  • Laura Klumb

    VP PHILANTHROPY

    Total calculated
    $184,520
    From this org
    $163,805
    From related orgs
    $0
    Other
    $20,715
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,391
    Bonus
    $0
    Other
    $414
    Deferred
    $8,409
    Nontaxable benefits
    $12,306
    Filer's total
    $184,520
  • Monica Couch

    VP & CHIEF HOSPICE OFFICER (beg March 2022)

    Total calculated
    $191,535
    From this org
    $165,975
    From related orgs
    $0
    Other
    $25,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,182
    Bonus
    $0
    Other
    $2,793
    Deferred
    $7,345
    Nontaxable benefits
    $18,215
    Filer's total
    $191,535
  • Stephanie Greene

    VP & CHO (Until March 2022), COO CLINICAL SERVICES (beg March 2022)

    Total calculated
    $215,584
    From this org
    $205,065
    From related orgs
    $0
    Other
    $10,519
    Hours/week
    37.5 + 2.5 related

    Schedule J breakdown matched by us

    Base
    $204,795
    Bonus
    $0
    Other
    $270
    Deferred
    $10,253
    Nontaxable benefits
    $266
    Filer's total
    $215,584
  • Todd Cote

    CHIEF MEDICAL OFFICER

    Total calculated
    $432,742
    From this org
    $195,094
    From related orgs
    $195,094
    Other
    $42,554
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $194,500 + $194,500 related
    Bonus
    $0
    Other
    $594 + $594 related
    Deferred
    $7,625 + $7,625 related
    Nontaxable benefits
    $13,652 + $13,652 related
    Filer's total
    $216,371 + $216,371 related
  • Natalie Houghton

    HOSPICE & PALLIATIVE PHYSICIAN

    Total calculated
    $281,310
    From this org
    $246,274
    From related orgs
    $0
    Other
    $35,036
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $246,112
    Bonus
    $0
    Other
    $162
    Deferred
    $7,669
    Nontaxable benefits
    $27,367
    Filer's total
    $281,310
  • Paul Junker

    HOSPICE & PALLIATIVE PHYSICIAN

    Total calculated
    $250,492
    From this org
    $228,156
    From related orgs
    $0
    Other
    $22,336
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $226,968
    Bonus
    $0
    Other
    $1,188
    Deferred
    $9,704
    Nontaxable benefits
    $12,632
    Filer's total
    $250,492
  • Salli Whisman

    SENIOR HOSPICE MEDICAL DIRECTOR

    Total calculated
    $364,525
    From this org
    $321,046
    From related orgs
    $0
    Other
    $43,479
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $314,888
    Bonus
    $0
    Other
    $6,158
    Deferred
    $11,183
    Nontaxable benefits
    $32,296
    Filer's total
    $364,525
  • Terri Walling

    HOSPICE & PALLIATIVE PHYSICIAN

    Total calculated
    $245,217
    From this org
    $225,792
    From related orgs
    $1,203
    Other
    $18,222
    Hours/week
    59.7 + 0.3 related

    Schedule J breakdown matched by us

    Base
    $225,523 + $1,202 related
    Bonus
    $0
    Other
    $269 + $1 related
    Deferred
    $8,982 + $48 related
    Nontaxable benefits
    $9,143 + $49 related
    Filer's total
    $243,917 + $1,300 related
  • Wendy Latunik

    HOSPICE & PALLIATIVE PHYSICIAN

    Total calculated
    $259,930
    From this org
    $238,763
    From related orgs
    $2,558
    Other
    $18,609
    Hours/week
    59.4 + 0.6 related

    Schedule J breakdown matched by us

    Base
    $234,937 + $2,517 related
    Bonus
    $0
    Other
    $3,826 + $41 related
    Deferred
    $7,278 + $78 related
    Nontaxable benefits
    $11,134 + $119 related
    Filer's total
    $257,175 + $2,755 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

  • 3 · Independent compensation consultant
  • 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

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 corporations and trusts

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

  • PERPETUAL TRUSTS (4)

    Trust · INVESTMENTS · KY

Provenance

Return type
form_990
Tax year
2022
Filed
30 October 2023
IRS schema version
2022v5.0
Source object
202313039349301056

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