Civic Intelligence

St Anthony'S Hospice Inc

990 • Fiscal year 2017 • EIN 31-1010566

Jan 01, 2017 to Dec 31, 2017 • Filed on May 31, 2018

2410 S Green StreetHenderson, KY 42419-0351

(270) 826-2326

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.09x

Higher debt load relative to assets than 39% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.11x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

58th percentile

5.4%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

66th percentile

9.4%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

7.6%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$5,852,108

Up $502,619 (+9.4%) from 2016

Net Assets

Up

$5,351,378

Up $494,964 (+10%) from 2016

Liabilities

Up

$500,730

Up $7,655 (+1.6%) from 2016

Revenue

Up

$4,743,129

Up $333,584 (+7.6%) from 2016

Expenses

Up

$4,486,834

Up $175,800 (+4.1%) from 2016

Net Income

Up

$256,295

Up $157,784 (+160%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2012: $3,757,329Liabilities 2012: $398,685Net Assets 2012: $3,358,6442012Assets 2013: $4,903,659Liabilities 2013: $533,348Net Assets 2013: $4,370,3112013Assets 2014: $5,373,249Liabilities 2014: $553,664Net Assets 2014: $4,819,5852014Assets 2015: $5,097,354Liabilities 2015: $454,795Net Assets 2015: $4,642,5592015Assets 2016: $5,349,489Liabilities 2016: $493,075Net Assets 2016: $4,856,4142016Assets 2017: $5,852,108Liabilities 2017: $500,730Net Assets 2017: $5,351,3782017Assets 2018: $5,587,960Liabilities 2018: $306,904Net Assets 2018: $5,281,0562018Assets 2019: $6,321,657Liabilities 2019: $333,754Net Assets 2019: $5,987,9032019Assets 2020: $8,196,112Liabilities 2020: $728,837Net Assets 2020: $7,467,2752020Assets 2021: $9,061,626Liabilities 2021: $694,640Net Assets 2021: $8,366,9862021Assets 2022: $7,385,768Liabilities 2022: $710,008Net Assets 2022: $6,675,7602022Assets 2023: $7,794,465Liabilities 2023: $721,140Net Assets 2023: $7,073,3252023Assets 2024: $8,283,194Liabilities 2024: $828,233Net Assets 2024: $7,454,9612024

Highlighted filing

2017

Assets$5,852,108
Liabilities$500,730
Net Assets$5,351,378

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2012: $5,375,3872012Revenue 2013: $5,317,666Expenses 2013: $4,386,233Net Income 2013: $931,4332013Revenue 2014: $4,947,501Expenses 2014: $4,581,720Net Income 2014: $365,7812014Revenue 2015: $4,371,859Expenses 2015: $4,381,578Net Income 2015: -$9,7192015Revenue 2016: $4,409,545Expenses 2016: $4,311,034Net Income 2016: $98,5112016Revenue 2017: $4,743,129Expenses 2017: $4,486,834Net Income 2017: $256,2952017Revenue 2018: $5,065,406Expenses 2018: $4,850,904Net Income 2018: $214,5022018Revenue 2019: $5,293,685Expenses 2019: $5,041,708Net Income 2019: $251,9772019Revenue 2020: $6,182,467Expenses 2020: $5,131,199Net Income 2020: $1,051,2682020Revenue 2021: $6,162,430Expenses 2021: $5,552,899Net Income 2021: $609,5312021Revenue 2022: $5,100,921Expenses 2022: $5,736,144Net Income 2022: -$635,2232022Revenue 2023: $6,072,938Expenses 2023: $6,041,086Net Income 2023: $31,8522023Revenue 2024: $6,196,966Expenses 2024: $6,176,481Net Income 2024: $20,4852024

Highlighted filing

2017

Revenue$4,743,129
Expenses$4,486,834
Net Income$256,295
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 31, 2018
Return Version
2017v2.3
Gross Receipts
$4,746,854
Mission and Program Overview

Mission

St. Anthony's hospice, in partnership with the community, seeks to maximize the quality and dignity of life for individuals facing life-limiting illnesses. Through a holistic approach, our professional team is honored to guide and empower patients, families and caregivers during life's most sacred journey. St. Anthony's hospice provides extensive nursing and home-care aide services in a patient's home, nursing home or the lucy smith king care center when a community member is facing a life-limiting illness. In addition to nursing care, patients receive spiritual and emotional care through our social work and chaplaincy services. We also offer bereavement care to families of a loved one who passed away, whether or not the deceased was under st. Anthony's hospice care. The st. Anthony's hospice mission is to provide superior quality hospice care to patients and families regardless of their ability to pay. Donation, memorial gifts and fundraising dollars stay in our community in order to

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,213,537$2,703,934▲ $490,397
Savings and Temporary Cash Investments$1,661,267$1,672,999▲ $11,732
Land, Buildings, and Equipment, Net$810,660$858,085▲ $47,425
Accounts Receivable$612,089$566,614▼ $45,475
Inventories for Sale or Use$51,936$50,476▼ $1,460
Total Assets$5,349,489$5,852,108▲ $502,619
Liabilities
Accounts Payable and Accrued Expenses$493,075$500,730▲ $7,655
Total Liabilities$493,075$500,730▲ $7,655
Net Assets / Fund Balance
Unrestricted Net Assets$4,856,414$5,351,378▲ $494,964
Total Net Assets Fund Balance$4,856,414$5,351,378▲ $494,964
Total Liabilities and Net Assets / Fund Balance$5,349,489$5,852,108▲ $502,619

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$139,808$567,662$707,470
Buildings$274,737$311,385$586,122
Leasehold Improvements$371,959$156,698$528,657
Land$71,581-$71,581
Other Securities$22,227--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Martin McelroyPresident
Ann CraftonDirector
Belinda WrightDirector
Chuck StinnettDirector
Frank TulipanaDirector
Jack HoganDirector
John HendersonDirector
Julie GabhartDirector
Mary WryeDirector
Scott Watkins MdDirector
Stephanie JenkinsDirector
Tim HobbsDirector
Walter McgeeDirector
Ken JonesSecretary
Jerry ManningTreasurer
Kt WilliamsVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$278,814
Program Service Revenue
$4,312,349
Investment Income
$79,011
Other Revenue
$72,955
All Other Contributions
$278,814
Change in Net Assets
$256,295

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,743,129
Revenue Not Reported on Form 990
$242,394
Total Revenue per Audited Statements
$4,985,523
Total Revenue per Form 990
$4,743,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,143,784
Other Expenses$1,343,050
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,162,663$495,057-$2,657,720
All Other Expenses$342,346$62,360-$404,706
Other Employee Benefits$273,427$5,410-$278,837
Payroll Taxes$207,227--$207,227
Occupancy$105,660$2,750-$108,410
Other Expenses$101,039$39,750-$101,039
Depreciation Depletion$82,421--$82,421
Insurance$60,447--$60,447
Fees for Services Other$17,743$14,270-$32,013
Office Expenses$17,822$8,492-$26,314
Advertising$1,267$13,844-$15,111
Conferences and Meetings$4,249$858-$5,107
Total Functional Expenses$3,844,043$642,791$0$4,486,834

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,490,559
Expenses per Audited Statements$4,486,834
Total Expenses per Form 990$4,486,834
Expenses Not Reported on Form 990$3,725
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,145
Fundraising Direct Expenses$3,725
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Lskcc Fundraisi$28,500$28,500$3,725$24,775
Annual Giving$11,645$11,645-$11,645
Total Events$40,145$40,145$3,725$36,420
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The board of directors shall select a qualified individual to review the form 990 prior to filing the individual will report any comment and/or concerns to the board of directors. A copy of the organization's final form 990 (including required schedules), as ultimately filed with the irs, was provided to each voting member of the organization's governing body and officers in attendance at the meeting prior to its filing for board approval.

Form 990, Page 6, Part VI, Line 12C

Upon employment and at the beginning of board service, and annually thereafter, all officers, directors, trustees, and key employees must read the conflict of interest policy and sign a conflict of interest form.

Form 990, Page 6, Part VI, Line 15A

The executive committee of the board of directors has a process by which they annually review the ceo's compensation and benefit package. The ceo uses a compensation philosophy based on salary ranges derived from market comparable studies to set the other key employees' salaries.

Form 990, Page 6, Part VI, Line 15B

Martin mcelroy, president kt williams, vice president jerry manning, treasurer ken jones, secretary frank tulipana, past president

Form 990, Page 6, Part VI, Line 19

Governing documents, financial statements, conflict of interest policy are available upon request. Requests should be made to the executive director.

Filing and Contact Details

Filer

Filer Name
ST ANTHONY'S HOSPICE INC
EIN
31-1010566
Phone
2708262326
Address
2410 S GREEN STREET, HENDERSON, KY 42419-0351

Signing Officer

Name
Martin Mcelroy
Title
President
Phone
2708262326
Signed
2018-05-31

Organization Details

Principal Officer
Martin Mcelroy
Formed
1981
Legal Domicile
Ky
Voting Board Members
16
Independent Board Members
16
Employees
102
Volunteers
72

Preparer

Firm
Alexander Thompson Arnold Pllc
Address
300 FIRST STREET, HENDERSON, KY 42420
Preparer
Malcolm E Neel Iii
Phone
2708271577
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

St. Anthony's hospice, in partnership with the community, seeks to maximize the quality and dignity of life for individuals facing life-limiting illnesses. Through a holistic approach, our professional team is honored to guide and empower patients, families and caregivers during life's most sacred journey. St. Anthony's hospice provides extensive nursing and home-care aide services in a patient's home, nursing home or the lucy smith king care center when a community member is facing a life-limiting illness. In addition to nursing care, patients receive spiritual and emotional care through our social work and chaplaincy services. We also offer bereavement care to families of a loved one who passed away, whether or not the deceased was under st. Anthony's hospice care. The st. Anthony's hospice mission is to provide superior quality hospice care to patients and families regardless of their ability to pay. Donation, memorial gifts and fundraising dollars stay in our community in order to help us provide this excellent care. The patient's benefit goes above the medicare regulation by providing medical supplies such as diapers, wipes, boost, gloves, chucks, etc. As a not-for-profit hospice we have a much lower rn, cna, social worker case mix, enabling the organization to care for our patients and families in the best way possible. We offer community and individual grief counseling. Counseling is not limited to bereaved hospice families, but is open to the entire community for any grief issue. The st. Anthony's hospicie board of directors sets aside money from the operating budget to provide needs for families such as non- related prescriptions that would add comfort, food, utilizes vehicle fuel, shelter and housing, laundry, dme not covered by hospice, clothing, gifts and money toward funeral expenses.

Form 990, Page 2, Part III, Line 2

PALLIATIVE CARE

Form 990, Part XI, Line 9

Fundraising expenses 3,725 fundraising expenses -3,725

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses 3,725

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses 3,725

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