Nonprofit · EIN 30-0001715
AGRACE HOSPICECARE HOLDINGS INCORPORATED
Tax-exempt · FITCHBURG, WI 53711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,864,255 | $3,074,733 | -$210,478 | $26,170,447 | $855,254 | $25,315,193 |
| December 31, 2023 | 990 | $2,847,825 | $2,835,632 | $12,193 | $26,097,369 | $571,698 | $25,525,671 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,400
- Program service revenue
- $2,868,514
- Investment income
- -$6,659
- Net gain from sales of assets
- -$34,719
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $250,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $45,728
- Depreciation
- $2,499,460
- Program services (functional)
- $2,296,006
- Management and general (functional)
- $778,727
Balance sheet and other
- Total assets, start of year
- $26,097,369
- Total assets, end of year
- $26,170,447
- Total liabilities, end of year
- $855,254
- Net assets, end of year
- $25,315,193
- Land, buildings and equipment
- $23,487,428
- Net assets without donor restrictions
- $25,315,193
- Gross receipts
- $3,360,645
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2001
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lynne Sexten | President / CEO Trustee or director, Officer | 5 | $0 | $866,820 | $57,275 |
| Jennifer Maurer | Executive VP and Chief Financial Officer Officer | 5 | $0 | $433,657 | $29,917 |
| Christopher Queram | Past Chair - Until 4/2024 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jane Wiedenbeck | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kelly Ritchie | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ken Thompson | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Matthew Richards | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Carey Gehl | Director - Until 11/2024 Trustee or director | 1 | $0 | $0 | $0 |
| Dr Pamela Wetzel | Director Trustee or director | 1 | $0 | $0 | $0 |
| Gabe Doyle | Director - Beginning 4/2024 Trustee or director | 1 | $0 | $0 | $0 |
| Jonathan Jaffrey MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lisa Olson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Lou Bernhardt MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mary Bonte Spath | Director Trustee or director | 1 | $0 | $0 | $0 |
| Steve DiTullio | Director Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Collins | Director - Until 10/2024 Trustee or director | 1 | $0 |
| Tim Size | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lynne Sexten | President / CEO Trustee or director, Officer | 5 | $0 | $781,840 | $54,538 |
| Jennifer Maurer | Executive VP and Chief Financial Officer Officer | 5 | $0 | $381,402 | $40,671 |
| Christopher Queram | Past Chair - Beginning 4/2023; Chair - Until 3/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jane Wiedenbeck | Vice Chair - Beginning 4/2023; Treasurer - Until 3/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jonathan Jaffrey MD | Vice Chair - Until 3/2023 / Director Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kelly Ritchie | Treasurer - Beginning 4/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ken Thompson | Chair - Beginning 4/2023; Secretary - Until 3/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Matthew Richards | Secretary - Beginning 4/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Carey Gehl | Director - Beginning 4/2023 Trustee or director | 1 | $0 | $0 | $0 |
| Dr Pamela Wetzel | Director Trustee or director | 1 | $0 | $0 | $0 |
| Fredric Ransom | Director - Until 4/2023 Trustee or director | 1 | $0 | $0 | $0 |
| Lisa Olson | Director - Beginning 4/2023 Trustee or director | 1 | $0 | $0 | $0 |
| Lou Bernhardt MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mary Bonte Spath | Director Trustee or director | 1 | $0 | $0 | $0 |
| Steve DiTullio | Director Trustee or director | 1 | $0 | $0 | $0 |
| Susan Collins | Director - Beginning 4/2023 Trustee or director | 1 | $0 | $0 | $0 |
| Tim Size | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5395 E CHERYL PKWY, FITCHBURG, WI 53711-5395
- Principal officer (990 for 2024)
- Lynne Sexten, 5395 East Cheryl Parkway, Fitchburg, WI 53711
- Signed the 990
- Lynne Sexten, President/CEO
- Phone
- (608) 276-4660
- Website
- www.agrace.org
- Return prepared by
- CROWE LLP
Mission
Holdings' mission is " Providing personalized care and support, where and when you need it, for life's changing health needs." Holdings is operated exclusively for the support and benefit of Agrace Health, Inc., a related tax-exempt organization. In carrying out its mission, Agrace Holdings invests in, receives, holds, uses and disposes of all property, real or personal, as may be necessary or desirable to support the operations of Agrace Health, Inc. and, because the buildings were funded entirely by gifts from the community, Agrace Holdings has a responsibility to keep them in their original state for the use of patients and families in perpetuity.
Program accomplishments
- PROVISION OF CAPITAL ASSETS: AGRACE HOLDINGS SUPPORTS AGRACE HEALTH AND ITS AFFILIATES BY PROVIDING THE STRATEGIC AND OPERATIONAL CAPITAL ASSETS NECESSARY FOR AGRACE TO BEST SERVE PATIENTS AND THEIR FAMILIES NOW AND INTO THE FUTURE. THE LARGEST CAPITAL ASSETS OF AGRACE HOLDINGS ARE THE BUILDINGS. THE ELLEN & PETER JOHNSON HOSPICECARE RESIDENCE, THE DON & MARILYN ANDERSON HOSPICECARE CENTER, AND AGRACE CENTER FOR HOSPICE & PALLIATIVE CARE JANESVILLE CAMPUS WERE GENEROUS GIFTS FUNDED ENTIRELY BY THE COMMUNITY. AGRACE HOLDINGS HAS A RESPONSIBILITY TO KEEP THESE BUILDINGS IN THEIR ORIGINAL STATE FOR THE USE OF PATIENTS AND FAMILIES IN PERPETUITY. MAJOR CAPITAL PROJECTS IN 2024 INCLUDED COMPUTER EQUIPMENT, AND BUILDING IMPROVEMENTS RELATED TO IMPROVING SAFETY, IMPROVING QUALITY OF CARE, REDUCING RISK AND AIDING IN RECOVERY OF CRITICAL SYSTEMS. Several holdings activities took place in 2024 related to Agrace's Carbon Neutral initiative. Retrocommissioning activities were completed, more efficient lighting was installed, and the Madison solar installation was completed.Expenses $2,296,006 · grants $250,000 · revenue $2,868,514
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0001715
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P74)
- Assets (IRS master file)
- $31,703,158
- Income (IRS master file)
- $4,674,562
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,864,255 | $3,074,733 | $26,170,447 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $2,847,825 | $2,835,632 | $26,097,369 | XML |
| 990 | December 2022 | $2,737,964 | $3,707,599 | $26,123,509 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0001715).
Questions about AGRACE HOSPICECARE HOLDINGS INCORPORATED
- What is the EIN of AGRACE HOSPICECARE HOLDINGS INCORPORATED?
- The employer identification number (EIN) of AGRACE HOSPICECARE HOLDINGS INCORPORATED is 30-0001715.
- Is AGRACE HOSPICECARE HOLDINGS INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to AGRACE HOSPICECARE HOLDINGS INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does AGRACE HOSPICECARE HOLDINGS INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AGRACE HOSPICECARE HOLDINGS INCORPORATED due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AGRACE HOSPICECARE HOLDINGS INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AGRACE HOSPICECARE HOLDINGS INCORPORATED?
- The 990 for the year ended December 31, 2024 names Lynne Sexten.
- Who are the officers and directors of AGRACE HOSPICECARE HOLDINGS INCORPORATED?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does AGRACE HOSPICECARE HOLDINGS INCORPORATED have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,864,255, expenses of $3,074,733 and total assets of $26,170,447 at year end.
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