Nonprofit · EIN 31-0988104
HERITAGE HOSPICE INC
Tax-exempt · DANVILLE, KY 40422
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,553,759 | $7,574,883 | -$21,124 | $4,400,155 | $868,446 | $3,531,709 |
| June 30, 2024 | 990 | $7,116,056 | $7,485,950 | -$369,894 | $4,151,022 | $605,360 | $3,545,662 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $78,447
- Program service revenue
- $7,416,134
- Investment income
- $29,184
- Net gain from sales of assets
- $9,468
- Net income from fundraising events
- $29,994
- Other revenue
- $29,994
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $3,516,060
- Salaries, compensation and benefits (total)
- $4,295,327
- Professional fundraising fees
- $0
- Accounting fees
- $77,010
- Occupancy
- $88,458
- Travel
- $138,369
- Depreciation
- $69,328
- Program services (functional)
- $6,527,798
- Management and general (functional)
- $1,022,036
- Fundraising (functional)
- $25,049
Balance sheet and other
- Total assets, start of year
- $4,151,022
- Total assets, end of year
- $4,400,155
- Total liabilities, end of year
- $868,446
- Net assets, end of year
- $3,531,709
- Land, buildings and equipment
- $1,713,996
- Publicly traded securities
- $259,409
- Net assets without donor restrictions
- $3,515,639
- Net assets with donor restrictions
- $16,070
- Gross receipts
- $7,617,584
- Employees
- 77
- Volunteers
- 58
- Year formed
- 1988
- State of legal domicile
- KY
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REBECCA CHATHAM | MEDICAL DIRECTOR Key employee | 40 | $183,730 | $23,880 |
| JANELLE ROGERS | EXECUTIVE DIRECTOR Officer | 40 | $169,745 | $25,421 |
| CHRISTINA CUMMINS | DIRECTOR OF CLINICAL SERVI Highest-paid employee | 40 | $105,004 | $24,645 |
| ANITA WHITAKER | APRN Highest-paid employee | 40 | $100,079 | $7,395 |
| MICHAEL DENNEY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DONNA POWELL | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| REBECCA LYNN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| PATTI CHIDESTER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BRAD BETACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM DUNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMANUEL GRAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHIRLEY D METKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANE MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELA RUEHS | DIRECTOR Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN CLINE | DIRECTOR Trustee or director | 1 | $0 |
| SHELIA PADGETT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REBECCA CHATHAM | MEDICAL DIRECTOR Key employee | 40 | $201,345 | $22,695 |
| JANELLE ROGERS | EXECUTIVE DIRECTOR Officer | 40 | $173,959 | $21,312 |
| CHRISTINA CUMMINS | DIRECTOR OF CLINICAL SERVICES Highest-paid employee | 40 | $103,365 | $15,665 |
| DELANNA CLARK | APRN PALLATIVE CARE Highest-paid employee | 40 | $101,528 | $8,122 |
| MICHAEL DENNEY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DONNA POWELL | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| REBECCA HARDIN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| BETH WESLEY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| BRAD BETACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATTI CHIDESTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EMANUEL GRAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHIRLEY D METKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANE MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELA RUEHS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN CLINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHELIA PADGETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 120 ENTERPRISE DR, DANVILLE, KY 40422-1870
- Principal officer (990 for 2024)
- MATT BAKER, PO BOX 1213, DANVILLE, KY 40423
- Signed the 990
- MATT BAKER, INTERIM EXECUTIVE DIRECTOR
- Phone
- (859) 236-2425
- Website
- HERITAGEHOSPICE.COM
- Return prepared by
- KERBAUGH RODES & BUTLER PLLC
Mission
HERITAGE HOSPICE, INC. PROVIDES CARE AND SUPPORT TO ENHANCE THE QUALITY OF LIFE IN THE FINAL STAGES OF LIVING. SERVICES ARE PROVIDED TO EMPOWER PATIENTS AND FAMILIES TO COPE, NOT ONLY WITH PHYSICAL SYMPTOMS, BUT ALSO WITH EMOTIONAL, SOCIAL, AND SPIRITUAL CONCERNS THAT ACCOMPANY TERMINAL ILLNESS AND ITS AFTERMATH, BEREAVEMENT. SPECIAL EMPHASIS IS ON CONTROLLING THE PATIENT'S PAIN AND DISCOMFORT THROUGH CARE PROVIDED BY AN INTERDISCIPLINARY TEAM OF PROFESSIONALS AND TRAINED VOLUNTEERS.
Program accomplishments
- HERITAGE HOSPICE IS A NONPROFIT HEALTH CARE ORGANIZATION SERVING TERMINALLY ILL PATIENTS IN BOYLE, GARRARD, LINCOLN, AND MERCER COUNTIES OF KENTUCKY. THE MISSION OF HERITAGE HOSPICE INC. IS TO ENHANCE LIFE BY EMPOWERING PATIENTS AND FAMILIES TO BETTER COPE WITH PHYSICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL STAGES OF LIFE. THIS CARE IS PROVIDED BY AN INTERDISCIPLINARY TEAM OF PROFESSIONALS AND TRAINED VOLUNTEERS. DURING FISCAL YEAR 2025, HERITAGE HOSPICE, INC. SERVED 621 PATIENTS.Expenses $6,527,798 · revenue $7,416,134
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0988104
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,400,155
- Income (IRS master file)
- $7,617,584
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,553,759 | $7,574,883 | $4,400,155 | XML |
| 990 | June 2024 | $7,116,056 | $7,485,950 | $4,151,022 | XML |
| 990 | June 2023 | $6,636,504 | $7,419,911 | $4,487,644 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 31-0988104).
Questions about HERITAGE HOSPICE INC
- What is the EIN of HERITAGE HOSPICE INC?
- The employer identification number (EIN) of HERITAGE HOSPICE INC is 31-0988104.
- Is HERITAGE HOSPICE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to HERITAGE HOSPICE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE HOSPICE INC 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 HERITAGE HOSPICE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE HOSPICE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HERITAGE HOSPICE INC?
- The 990 for the year ended June 30, 2025 names MATT BAKER.
- Who are the officers and directors of HERITAGE HOSPICE INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 4 received compensation from the organization, the highest $183,730 (REBECCA CHATHAM, MEDICAL DIRECTOR).
- How much revenue does HERITAGE HOSPICE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,553,759, expenses of $7,574,883 and total assets of $4,400,155 at year end.
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