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Nonprofit · EIN 99-3390141

AGRACE HEALTH INC

Tax-exempt · FITCHBURG, WI 53711

Financials

$773K$1.5M2024
Revenue Expenses · by fiscal year end
Financials of AGRACE HEALTH INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$773,139$1,483,077-$709,938$148,685,605$8,836,512$139,849,093
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$63,433
Program service revenue
$679,172
Investment income
$58
Other revenue
$30,476

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$734,438
Salaries, compensation and benefits (total)
$932,186
Professional fundraising fees
$0
Accounting fees
$25,968
Occupancy
$89,533
Travel
$12,577
Depreciation
$59,982
Program services (functional)
$1,255,141
Management and general (functional)
$227,936

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$148,685,605
Total liabilities, end of year
$8,836,512
Net assets, end of year
$139,849,093
Land, buildings and equipment
$297,540
Publicly traded securities
$903,930
Net assets without donor restrictions
$122,574,474
Net assets with donor restrictions
$17,274,619
Gross receipts
$773,139
Employees
0
Volunteers
4
Year formed
2024
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Lynne SextenPresident / CEO
Trustee or director, Officer
5$0$866,820$57,275
Jennifer MaurerExecutive VP and Chief Financial Officer
Officer
5$0$433,657$29,917
Kari PotterVP, Human Resources
Key employee
5$0$293,371$39,056
Jamie MoenChief Operating Officer
Key employee
5$0$265,149$27,418
Jennifer FlugaurChief Quality Officer
Key employee
5$0$236,637$45,698
Jane WiedenbeckVice Chair
Trustee or director, Officer
1$0$0$0
Kelly RitchieTreasurer
Trustee or director, Officer
1$0$0$0
Ken ThompsonChair
Trustee or director, Officer
1$0$0$0
Matthew RichardsSecretary
Trustee or director, Officer
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 E Cheryl Pkwy, Fitchburg, WI 53711
Signed the 990
Lynne Sexten, President/CEO
Phone
(608) 276-4660
Return prepared by
CROWE LLP

Mission

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.

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $466,443 · revenue $250,010
  • 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.
    Expenses $353,193 · revenue $73,405
  • 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.
    Expenses $267,891 · revenue $241,584
  • 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.
    Expenses $167,614 · revenue $114,173

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
99-3390141
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2025
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P74)
Assets (IRS master file)
$179,423,563
Income (IRS master file)
$89,334,408

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$773,139$1,483,077$148,685,605XML

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 99-3390141).

Questions about AGRACE HEALTH INC

What is the EIN of AGRACE HEALTH INC?
The employer identification number (EIN) of AGRACE HEALTH INC is 99-3390141.
Is AGRACE HEALTH INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to AGRACE HEALTH INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does AGRACE HEALTH 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 AGRACE HEALTH INC 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 HEALTH INC 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 HEALTH INC?
The 990 for the year ended December 31, 2024 names Lynne Sexten.
Who are the officers and directors of AGRACE HEALTH INC?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does AGRACE HEALTH INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $773,139, expenses of $1,483,077 and total assets of $148,685,605 at year end.

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