2025-11-01T11:31:26+00:00 2024-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2024-06-05 993390141 Agrace Health Inc AGRA 6082764660 5395 E Cheryl Pkwy Fitchburg WI 53711 Lynne Sexten President/CEO 2025-11-01 true true Mallory Fairless P01321579 3128997000 2025-11-01 2024 2025-03-06 01:10:19Z X Lynne Sexten 5395 E Cheryl Pkwy Fitchburg WI 53711 773139 false X www.agrace.org X 2024 WI Our mission, "Promoting quality life at the end of life, including the management of health care related services, by supporting and caring for the seriously ill and aging." (continued on schedule O) 5 4 0 4 0 0 63433 0 679172 0 58 0 30476 0 773139 0 0 0 0 932186 0 0 0 0 550891 0 1483077 0 -709938 0 148685605 0 8836512 0 139849093 X AGRACE Health's mission is Promoting quality life at the end of life, including the management of health care related services, by supporting and caring for the seriously ill and aging. false false 466443 250010 Agrace HME, LLC is a disregarded entity that was established 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 LLC. Prior to November, Agrace Hospicecare, Inc. was the member. 353193 73405 Agrace Palliative Care, LLC is a disregarded entity that was established to provide in-home, specialized medical consultations for people who are living with any serious, life-altering illness. The service aims to improve the patient's quality of life by finding ways to better manage symptoms and stress related to the illness. Palliative care can be beneficial at any point in the disease including while curative treatment continues. Agrace Palliative Care providers work with the patient and their family to explore the challenges the patient and their doctors/health care providers have identified. These issues may be physical or psychosocial. Following a detailed consultation, Agrace generates recommendations for relieving the burden of illness for the patient and their providers to consider and implement. The service also assists the patient with planning for future health care goals through education, referrals to resources and matching treatment options with the patient's goals. In 2024, Agrace provided 1,790 Palliative Care visits. In November 2024, Agrace Health, Inc. became the member of Agrace Palliative Care LLC. Prior to November, Agrace Hospicecare, Inc. was the member. 267891 241584 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 LLC. Prior to November, Agrace Hospicecare, Inc. was the member. 167614 114173 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 LLC. Prior to November, Agrace Hospicecare, Inc. was the member. 167614 114173 1255141 true true false false false false false false false true true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false true true true true false false true 0 0 0 false false false false false false false false false false false false X 5 4 false false false false false false false true true false false false true true true true true true false false false false WI X Jennifer Maurer 6082764660 5395 E CHERYL PARKWAY Fitchburg WI 53711 Jane Wiedenbeck Vice Chair 1.0 2.0 X X 0 0 0 Kelly Ritchie Treasurer 1.0 2.0 X X 0 0 0 Ken Thompson Chair 1.0 2.0 X X 0 0 0 Lynne Sexten President / CEO 5.0 35.0 X X 0 866820 57275 Matthew Richards Secretary 1.0 2.0 X X 0 0 0 Jennifer Maurer Executive VP and Chief Financial Officer 5.0 35.0 X 0 433657 29917 Jamie Moen Chief Operating Officer 5.0 35.0 X 0 265149 27418 Jennifer Flugaur Chief Quality Officer 5.0 35.0 X 0 236637 45698 Kari Potter VP, Human Resources 5.0 35.0 X 0 293371 39056 0 2095634 199364 0 false true false 0 63433 0 0 63433 Net patient service revenue 621610 73405 73405 Age at Home revenue 621610 241584 241584 Home Medical Equipment revenue 532283 250010 250010 Adult Day Center revenue 624120 114173 114173 0 0 0 0 679172 58 58 0 0 0 0 0 0 0 Contracted services to affiliates 900099 30476 30476 0 0 0 0 30476 773139 679172 0 30534 734438 632616 101822 19202 16540 2662 125630 108213 17417 52916 45580 7336 25968 25968 0 0 0 0 41614 26249 15365 56846 17412 39434 12757 12337 420 89533 89533 12577 900 11677 4297 4229 68 7695 7695 59982 59982 6882 3258 3624 Medical supplies and equipment 703 703 Patient related costs 191224 191224 40813 38670 2143 0 1483077 1255141 227936 0 122897 0 103936 0 0 1997306 1256417 958877 297540 903930 0 0 0 145259996 0 148685605 7733670 6112 0 0 1096730 0 8836512 X 122574474 17274619 0 139849093 0 148685605 X -709938 140559031 X false true true false X 63433 63433 679172 679172 0 0 0 0 0 0 0 742605 742605 0 0 0 0 63433 63433 0 0 0 0 0 0 0 0 0 0 63433 63433 679172 58 58 0 0 0 0 0 58 58 0 0 0 0 0 30476 30476 0 0 0 0 773139 773139 X 0 0 0 0 Schedule A, Part III, Line 12 Other Income DESCRIPTION - CONTRACTED SERVICES, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 30476.0, COLUMN F - 30476.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 16030155 757329 8700 16778784 0 0 0 0 0 0 0 0.609 0.3185 0.0725 false true true 1256417 958877 297540 297540 Interest in net assets of affiliates 140559030 Due from affiliates 3619726 Right of Use - Operating Lease 407153 Right of Use - Finance Lease 674087 145259996 Federal Income Taxes Lease Liability - Operating Lease 412723 Lease Liability - Finance Lease 684007 1096730 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds Agrace Hospicecare Foundation, a related tax-exempt entity, holds endowments for the purpose of providing support to Agrace Hospicecare, Inc. and Agrace Health, Inc. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The organization is included in the consolidated audited financial statements of Agrace Health, Inc., a related organization. Agrace Health, Inc.'s Fin 48 (ASC740) Footnote for the year ended December 31, 2024 reads as follows: The Organization is exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, the Organization has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Organization's Forms 990 have not been subject to examination by the Internal Revenue Service or the state of Wisconsin for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at December 31, 2024 and 2023. false true false false false false false false false Lynne Sexten President / CEO 0 500168 0 277383 0 89269 0 40800 0 16475 0 924095 0 63690 Jennifer Maurer Executive VP and Chief Financial Officer 0 323922 0 105355 0 4380 0 16800 0 13117 0 463574 0 0 Jennifer Flugaur Chief Quality Officer 0 212118 0 19780 0 4739 0 11479 0 34219 0 282335 0 0 Jamie Moen Chief Operating Officer 0 264387 0 0 0 762 0 0 0 27418 0 292567 0 0 Kari Potter VP, Human Resources 0 227672 0 41922 0 23777 0 17872 0 21184 0 332427 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION RELIED ON AGRACE HOSPICECARE, A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF ITS OTHER OFFICERS AND KEY EMPLOYEES. BELOW IS THE PROCESS USED BY AGRACE HOSPICECARE FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. EACH YEAR THE ORGANIZATION GATHERS MARKET DATA FOR DETERMINING COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THIS INCLUDES BENCHMARKS OF NATIONAL, REGIONAL, AND LOCAL COMPENSATION THAT ARE PROVIDED FROM INDEPENDENT COMPENSATION SURVEYS. THE VP, HUMAN RESOURCES PRESENTS THIS INFORMATION TO THE EXECUTIVE COMMITTEE OF THE BOARD, ALONG WITH PERTINENT 990 COMPENSATION REPORTING BY SIMILAR SIZED NON-PROFIT HOSPICES BASED ON THIS INFORMATION, THE EXECUTIVE COMMITTEE SETS AND APPROVES THE COMPENSATION PACKAGE FOR THE CHIEF EXECUTIVE OFFICER FOR THE YEAR AND CONTEMPORANEOUSLY DOCUMENTS THEIR APPROVAL IN WRITING. THIS PROCESS OCCURS ANNUALLY IN FEBRUARY. 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. Form 990, Part I, Line 1 Brief Mission Agrace Health Inc. was created in 2024 and is now the sole member of all Agrace entities, including Agrace Hospicecare Inc, Agrace Hospicecare Foundation Inc. and Agrace Hospicecare Holdings Inc. It is also the sole member of our service line LLCs: Agrace Palliative Care LLC, Agrace HME, LLC, Age at Home LLC, Agrace Adult Day Center LLC and Agrace Milwaukee LLC. SIGNIFICANT MISSION-RELATED ACTIVITY TOOK PLACE IN 2024: In 2024, Agrace served a total of 5,567 individual patients and clients through its Hospice Care, Palliative Care, Age at Home and Adult Day Center programs. Agrace introduces Dementia Support Services As more and more people are now caregiving for a loved one who has memory loss, Agrace introduced Dementia Support Services that can provide guidance long before a person is eligible for hospice care. The "Learning to Live with Dementia" education series helps people (and their families) who are living with early- to mid-stage Alzheimer's disease or other dementias and need answers about the illness, how to access care and plan for future care decisions. During an Agrace Care Consultation, Agrace's dementia support specialist meets with individuals in person or virtually to offer personalized information and guidance. Agrace Establishes Operations in Milwaukee County In late 2024, Agrace opened a new office in Wauwatosa, Wis. from which it would establish hospice care operations serving all of Milwaukee County beginning in January, 2025. With this expansion, Agrace is able to serve people living throughout southern Wisconsin all the way from the Mississippi River to Lake Michigan. Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 167,614 including grants of $)(Revenue $ 114,173) 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 LLC. Prior to November, Agrace Hospicecare, Inc. was the member. Form 990, Part VI, Line 15a PROCESS USED TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE ORGANIZATION RELIED ON AGRACE HOSPICECARE, A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF ITS OTHER OFFICERS AND KEY EMPLOYEES. BELOW IS THE PROCESS USED BY AGRACE HOSPICECARE FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL. EACH YEAR THE ORGANIZATION GATHERS MARKET DATA FOR DETERMINING COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THIS INCLUDES BENCHMARKS OF NATIONAL, REGIONAL, AND LOCAL COMPENSATION THAT ARE PROVIDED FROM INDEPENDENT COMPENSATION SURVEYS. THE VP, HUMAN RESOURCES PRESENTS THIS INFORMATION TO THE EXECUTIVE COMMITTEE OF THE BOARD, ALONG WITH PERTINENT 990 COMPENSATION REPORTING BY SIMILAR SIZED NON-PROFIT HOSPICES BASED ON THIS INFORMATION, THE EXECUTIVE COMMITTEE SETS AND APPROVES THE COMPENSATION PACKAGE FOR THE CHIEF EXECUTIVE OFFICER FOR THE YEAR AND CONTEMPORANEOUSLY DOCUMENTS THEIR APPROVAL IN WRITING. THIS PROCESS OCCURS ANNUALLY IN FEBRUARY. Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMP OF OTHER OFFICERS AND KEY EMPLOYEES THE ORGANIZATION RELIED ON AGRACE HOSPICECARE, A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF ITS OTHER OFFICERS. BELOW IS THE PROCESS USED BY AGRACE HOSPICECARE FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS. Every other year the organization gathers market data for compensation of the executive leadership team. This data includes benchmarks of national, regional, and local compensation that are provided from independent compensation surveys. Executive leadership pay is adjusted based on: 1) years of experience; 2) performance; and 3) market data for the 65th percentile of total compensation for the position. The VP, Human Resources presents the market data information to the executive committee of the board. Based on this information, the executive committee of the board approves the compensation package for the executive leadership team and documents their approval in writing. This process occurs biennially in February. Form 990, Part VI, Line 11b Review of form 990 by governing body The Controller and CFO performed a detailed review of Form 990 and the related schedules prior to filing the return. This included verification of all amounts for accuracy and completeness. The form and schedules were also reviewed for content, presentation and reasonableness. The entire Form 990 is made available to the entire executive leadership team and an entity specific highlights summary is provided. The entire Form 990 is provided to the entire Board of Directors prior to filing and is accompanied by a 990 highlight summary. The audit committee reviewed the Form 990 and related schedules for reasonableness. The Controller prepared a detailed summary of the Form 990 that was presented to the board of directors by Management. Form 990, Part VI, Line 12c Conflict of interest policy Directors, officers, community committee members, and key employees (interested persons) are required to annually review the organization's Standards of Conduct, including the conflict-of-interest policy/statement. Interested persons are required to disclose potential or actual conflicts with the organization in writing via the annual questionnaire distributed electronically to each interested person. When a disclosure arises, the person shall promptly make disclosure of the interest to the governing board or committee. After disclosure and discussion, the interested person shall leave the governing board or committee meeting while the determination of a conflict of interest is further discussed and voted upon by the remaining disinterested governing board or committee members. Once an actual conflict of interest exists with respect to a particular contract, transaction, or arrangement the disinterested members of the board exercise due diligence to determine whether said contract, transaction or arrangement is reasonable. The conflict-of-interest questionnaires are reviewed by the Controller and Governance Manager. The Controller and Governance Manager determine whether a potential conflict exists based on the completed questionnaires submitted by each interested person. The result of that determination is reviewed with the CFO and CEO and approved by the Agrace Board. Form 990, Part VI, Line 19 Required documents available to the public These documents may be made available to the public upon receipt of a written request. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN INTEREST IN NET ASSETS OF AFFILIATES - XXX-XX-XXXX; Total - XXX-XX-XXXX; AGRACE PALLIATIVE CARE LLC 5395 E CHERYL PKWY Fitchburg WI 53711 383896153 PALLIATIVE CARE SERVICES WI 73405 0 Agrace Health Inc Age at Home LLC 5395 E CHERYL PARKWAY Fitchburg WI 53711 824901018 Personal Care Services WI 241585 0 Agrace Health Inc Agrace HME LLC 5395 E CHERYL PARKWAY Fitchburg WI 53711 841820255 Home Medical Equipment WI 250010 0 Arace Health Inc Agrace Adult Day Center LLC 5395 E Cheryl Pkwy Fitchburg WI 53711 853795733 Adult day center WI 114173 0 Agrace Health Inc AGRACE HOSPICECARE FOUNDATION INC 300001703 FUNDRAISING WI 501(c)(3) Type I Agrace Health Inc true AGRACE HOSPICECARE HOLDINGS INC 5395 E CHERYL PARKWAY Fitchburg WI 53711 300001715 PROPERTY HOLDING WI 501(c)(3) Type I Agrace Health Inc true AGRACE HOSPICECARE INC 391319537 HEALTHCARE WI 501(c)(3) 10 Agrace Health Inc true false false true true true false false false false false true true true true true true true false true Agrace Hospicecare Inc O 901710 Estimate of time and actual salary Agrace Hospicecare Inc N 63678 Reimbursement for actual expenditures Agrace Hospicecare Inc D 3583179 Per intercompany agreement Agrace Hospicecare Inc S 134457642 Book value of net assets in affiliates Agrace Hospicecare Foundation Inc C 63433 Reimbursment for actual expenditures