Civic Intelligence

Unknown Organization

990 • Fiscal year 2013 • EIN 52-1664426

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

1355 Piccard Drive No 10020850

(301) 921-4400

Siviq Scores

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

Liabilities / Assets

38th percentile

0.15x

Higher debt load relative to assets than 38% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

76th percentile

0.97x

Higher debt load relative to revenue than 76% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

85th percentile

18%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$13,450,408

Up $2,080,708 (+18%) from 2012

Net Assets

Up

$11,469,376

Up $1,050,983 (+10%) from 2012

Liabilities

Up

$1,981,032

Up $1,029,725 (+108%) from 2012

Revenue

$2,048,608

No earlier filing loaded for comparison.

Expenses

Up

$1,473,897

Up $31,952 (+2.2%) from 2012

Net Income

$574,711

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,521,932Liabilities 2011: $44,429Net Assets 2011: $9,477,5032011Assets 2012: $11,369,700Liabilities 2012: $951,307Net Assets 2012: $10,418,3932012Assets 2013: $13,450,408Liabilities 2013: $1,981,032Net Assets 2013: $11,469,3762013

Highlighted filing

2013

Assets$13,450,408
Liabilities$1,981,032
Net Assets$11,469,376

Operations Trend

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

$3.0M$2.0M$1.0M$0Expenses 2011: $1,909,5362011Expenses 2012: $1,441,9452012Revenue 2013: $2,048,608Expenses 2013: $1,473,897Net Income 2013: $574,7112013

Highlighted filing

2013

Revenue$2,048,608
Expenses$1,473,897
Net Income$574,711
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.0
Gross Receipts
$4,367,162
Mission and Program Overview

Mission

To provide financial support and education relating to activities of montgomery hospice, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,391,546$10,191,653▲ $800,107
Savings and Temporary Cash Investments$1,047,706$2,513,413▲ $1,465,707
Pledges and Grants Receivable$514,406$321,397▼ $193,009
Accounts Receivable$25,750$37,217▲ $11,467
Prepaid Expenses and Deferred Charges$13,433$13,839▲ $406
Land, Buildings, and Equipment, Net$4,661$179▼ $4,482
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$11,369,700$13,450,408▲ $2,080,708
Other Assets Total$372,098$372,610▲ $512
Liabilities
Other Liabilities$919,047$1,933,649▲ $1,014,602
Accounts Payable and Accrued Expenses$32,260$47,383▲ $15,123
Total Liabilities$951,307$1,981,032▲ $1,029,725
Net Assets / Fund Balance
Unrestricted Net Assets$5,996,234$6,986,697▲ $990,463
Permanently Rstr Net Assets$3,181,676$3,351,372▲ $169,696
Temporarily Rstr Net Assets$1,240,483$1,131,307▼ $109,176
Total Net Assets Fund Balance$10,418,393$11,469,376▲ $1,050,983
Total Liabilities and Net Assets / Fund Balance$11,369,700$13,450,408▲ $2,080,708

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$179$64,269$64,448
Leasehold Improvements$0$43,006$43,006
Other Land Buildings$0$6,781$6,781

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,877,148$71,994▲ $396,770$125,113$4,220,799
2012$3,695,745$36,095▲ $268,010$122,702$3,877,148
2011$3,147,870$326,203▲ $326,792$105,120$3,695,745
2010$1,216,353$1,931,517--$3,147,870
2009$1,049,576$166,777--$1,216,353
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerry VentVP of PhilanthropyFT$111,847$10,285$122,132

Board Members and Trustees

NameTitle
Barry MeilChairman
Ann MitchellPresident/CEO
Shelia E BolandVice Chair/secretary
James MagnoVice Chairman
Hope JoyceDirector
Joseph DraettaDirector
Marc FeldmanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,738,665
Program Service Revenue
$8,315
Investment Income
$320,459
Other Revenue
$-18,831
All Other Contributions
$1,627,263
Change in Net Assets
$574,711

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded3$55,685
Total Noncash Contributions3$55,685
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$837,156
Total Fundraising Expense$540,660
Salaries, Compensation, and Employee Benefits$418,717
Other Expenses$218,024
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$837,156--$837,156
Other Salaries and Wages--$245,680$245,680
Current Officers, Directors, Trustees, and Key Employees--$123,796$123,796
Office Expenses--$29,399$29,399
Payroll Taxes--$26,164$26,164
Other Employee Benefits--$23,077$23,077
Information Technology--$13,433$13,433
Advertising--$11,529$11,529
Fees for Service Investment Mgmnt Fees--$11,067$11,067
Depreciation Depletion-$4,483-$4,483
Fees for Services Other--$4,040$4,040
Other Expenses-$78$2,058$2,136
Fees for Services Accounting-$1,520-$1,520
Travel--$1,240$1,240
Conferences and Meetings--$1,064$1,064
Total Functional Expenses$837,156$96,081$540,660$1,473,897
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
52-1114719-501(c)(3)General Operations$794,435
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,793
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$47,979-$9,292-
Event 2$38,770-$627-
Total Events$92,749-$19,793$-19,793
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to From Montgomery Hospice$1,433,649
Intercompany Investment Transfer$500,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The members of the board of directors of the foundation will be elected by the montgomery hospice board of directors.

Form 990, Part VI, Section A, Line 7B

Montgomery hospice has the right to authorize secured transactions or other dispositions of foundation assets. In addition, the hospice board shall approve the policies and govern the affairs and property of the foundation. The foundation's board of directors shall have the responsibility and authority to take any and all actions consistent with the actions and directives of the hospice board and bylaws to promote the purpose of the foundation.

Form 990, Part VI, Section B, Line 11

The form 990 is reviewed by the president and members of the finance committee before filing. The chairman gives a summary report to the board. Board members can request a copy of the 990 return.

Form 990, Part VI, Section B, Line 12C

All individuals, upon appointment to the board of directors, any board designated committee, or mh staff or volunteer position, shall be required to examine and sign an individual statement regarding conflict of interest. In the event a conflict of interest or potential conflict arises, the conflict of interest statement must promptly be updated and brought to the attention of the president/ceo and/or chariman of the board. If the matter concerns a staff member or volunteer, the change should be presented to the individual's supervisor. If there is any conflict of interest with staff, they are not allowed to participate in that activity. Board member excuse themseleves from participating in discussions on matters if there is a conflict of interest. They are not allowed to vote on any resolution that is related to a conflict of interest.

Form 990, Part VI, Section B, Line 15

The organization is answering no to this question since the compensation of the president (ceo) is set by the related organization, montgomery hospice. Annual review for president (ceo) is conducted annually by executive committee members. Members may interview president's colleagues concerning their interaction and relationship with the president. Salary must be approved by the executive committee. Other analysis methods are also used such as written employment contract and commpensation survey or study. An annual review is performed by an employee's supervisor which may be the ceo. The review includes the achievements and contributions to the organization. All compensation was reviewed and approved in 2013.

Form 990, Part VI, Section C, Line 19

The organizations governing documents, conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

EIN
52-1664426
Phone
3019214400

Signing Officer

Name
Ann Mitchell
Title
President & CEO
Phone
3019214400
Signed
2014-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Mitchell
Formed
1988
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
0

Preparer

Preparer
Karen Gries
Phone
5712279500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Neither the oversight nor selection process for the finance committee has changed from py.

Financial Statement Notes

PART V, LINE 4:

The foundation's endowment funds are the result of donor-restricted funds for support of several hospice program activities. Contributions from major donors were restricted to the operations, maintenance and patient care at the hospice's inpatient acute care facility. Donors have also contributed to the funding of nursing services provided at the inpatient hospice. The hospice in-home services are being supported to provide medical care services by physicians, nurses, social workers and hospice aides. The endowments also support charity care and the uncompensated services provided to patients and their families through bereavement and pastoral care support.

Raw XML AppendixShowing 400 of 560 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt032260
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt047383
IRS990/AccountsReceivableGrp/BOYAmt025750
IRS990/AccountsReceivableGrp/EOYAmt037217
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SUPPORT AND EDUCATION RELATING TO ACTIVITIES OF MONTGOMERY HOSPICE, INC.
IRS990/AdvertisingGrp/FundraisingAmt011529
IRS990/AdvertisingGrp/TotalAmt011529
IRS990/AllOtherContributionsAmt01627263
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0MONICA ESCALANTE CFO
IRS990/BooksInCareOfDetail/PhoneNum03019214400
IRS990/BooksInCareOfDetail/USAddress/AddressLine101355 PICCARD DRIVE 100
IRS990/BooksInCareOfDetail/USAddress/City0ROCKVILLE
IRS990/BooksInCareOfDetail/USAddress/State0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCode020850
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0100
IRS990/CashNonInterestBearingGrp/EOYAmt0100
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0123796
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0123796
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt01064
IRS990/ConferencesMeetingsGrp/TotalAmt01064
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt092749
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01738665
IRS990/CYGrantsAndSimilarPaidAmt0837156
IRS990/CYInvestmentIncomeAmt0320459
IRS990/CYOtherExpensesAmt0218024
IRS990/CYOtherRevenueAmt0-18831
IRS990/CYProgramServiceRevenueAmt08315
IRS990/CYRevenuesLessExpensesAmt0574711
IRS990/CYSalariesCompEmpBnftPaidAmt0418717
IRS990/CYTotalExpensesAmt01473897
IRS990/CYTotalFundraisingExpenseAmt0540660
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02048608
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04483
IRS990/DepreciationDepletionGrp/TotalAmt04483
IRS990/Desc0PROMOTE HOSPICE CARE:TO SUPPORT MONTGOMERY HOSPICE, INC. WITH FUNDING FOR PATIENT SERVICES AT HOME AND AT CASEY HOUSE, OUR ACUTE CARE FACILITY. TO EDUCATE THE COMMUNITY ABOUT HOSPICE SERVICES THROUGH THE MONTGOMERY HOSPICE CENTER FOR LEARNING. TO SUPPORT MONTGOMERY HOSPICE INC.'S EFFORTS TO PROVIDE COMPASSIONATE, PROFESSIONAL END-OF-LIFE CARE AND BEREAVEMENT SUPPORT TO ALL RESIDENTS OF MONTGOMERY COUNTY, MARYLAND, INCLUDING CHILDREN. TO PROVIDE CARE TO UNINSURED AND UNDER-INSURED COUNTY RESIDENTS THROUGH OUR CHARITY CARE FUND.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0837156
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01520
IRS990/FeesForServicesAccountingGrp/TotalAmt01520
IRS990/FeesForServicesOtherGrp/FundraisingAmt04040
IRS990/FeesForServicesOtherGrp/TotalAmt04040
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt011067
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011067
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt035.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt611.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt616669
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt710285
IRS990/Form990PartVIISectionAGrp/PersonNm0BARRY MEIL
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES MAGNO
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPH DRAETTA
IRS990/Form990PartVIISectionAGrp/PersonNm3MARC FELDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4HOPE JOYCE
IRS990/Form990PartVIISectionAGrp/PersonNm5SHELIA E BOLAND
IRS990/Form990PartVIISectionAGrp/PersonNm6ANN MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm7GERRY VENT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7111847
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6194035
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP OF PHILANTHROPY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt092749
IRS990/FundraisingDirectExpensesAmt019793
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0127498
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt018653
IRS990/GrantAmt0837156
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0837156
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0837156
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02426259
IRS990/GrossReceiptsAmt04367162
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt013433
IRS990/InformationTechnologyGrp/TotalAmt013433
IRS990/InvestmentIncomeGrp/ExclusionAmt0192961
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0192961
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09391546
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010191653
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0114056
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04661
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0179
IRS990/LandBldgEquipCostOrOtherBssAmt0114235
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02298761
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT AND EDUCATION RELATING TO ACTIVITIES OF MONTGOMERY HOSPICE, INC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010418393
IRS990/NetAssetsOrFundBalancesEOYAmt011469376
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0127498
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0127498
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-19793
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-19793
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0476272
IRS990/NoncashContributionsAmt055685
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt029399
IRS990/OfficeExpensesGrp/TotalAmt029399
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0372098
IRS990/OtherAssetsTotalGrp/EOYAmt0372610
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023077
IRS990/OtherEmployeeBenefitsGrp/TotalAmt023077
IRS990/OtherExpensesGrp/Desc0INTERCOMPANY CHARGE
IRS990/OtherExpensesGrp/Desc1OTHER FUNDRAISING EXPEN
IRS990/OtherExpensesGrp/Desc2MISC. EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt048113
IRS990/OtherExpensesGrp/FundraisingAmt12058
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt090000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt178
IRS990/OtherExpensesGrp/TotalAmt090000
IRS990/OtherExpensesGrp/TotalAmt148113
IRS990/OtherExpensesGrp/TotalAmt22136
IRS990/OtherLiabilitiesGrp/BOYAmt0919047
IRS990/OtherLiabilitiesGrp/EOYAmt01933649
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/ExclusionAmt0962
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0962
IRS990/OtherRevenueTotalAmt0962
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0245680
IRS990/OtherSalariesAndWagesGrp/TotalAmt0245680
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt026164
IRS990/PayrollTaxesGrp/TotalAmt026164
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03181676
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03351372
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0514406
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0321397
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013433
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013839
IRS990/PrincipalOfficerNm0ANN MITCHELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621400
IRS990/ProgramServiceRevenueGrp/Desc0PATIENT ASSISTANCE PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08315
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08315
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01753644
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0831702
IRS990/PYInvestmentIncomeAmt0422592
IRS990/PYOtherExpensesAmt0248194
IRS990/PYOtherRevenueAmt013214
IRS990/PYProgramServiceRevenueAmt06242
IRS990/PYRevenuesLessExpensesAmt0753747
IRS990/PYSalariesCompEmpBnftPaidAmt0362049
IRS990/PYTotalExpensesAmt01441945
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02195692
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0574711
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08315
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01047706
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02513413
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521114719
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0794435
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10MONTGOMERY HOSPICEINC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0794435
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.10410
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03877148
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt071994
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04220799
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0396770
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0125113
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03695745
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt036095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03877148
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0268010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0122702
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03147870
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0326203
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03695745
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0326792
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0105120
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01216353
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01931517
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03147870
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01049576
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0166777
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01216353
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0179
IRS990ScheduleD/EquipmentGrp/DepreciationAmt064269
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt064448
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt043006
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt043006
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06781
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06781
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01433649
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1500000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO FROM MONTGOMERY HOSPICE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1INTERCOMPANY INVESTMENT TRANSFER
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.79400
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT FUNDS ARE THE RESULT OF DONOR-RESTRICTED FUNDS FOR SUPPORT OF SEVERAL HOSPICE PROGRAM ACTIVITIES. CONTRIBUTIONS FROM MAJOR DONORS WERE RESTRICTED TO THE OPERATIONS, MAINTENANCE AND PATIENT CARE AT THE HOSPICE'S INPATIENT ACUTE CARE FACILITY. DONORS HAVE ALSO CONTRIBUTED TO THE FUNDING OF NURSING SERVICES PROVIDED AT THE INPATIENT HOSPICE. THE HOSPICE IN-HOME SERVICES ARE BEING SUPPORTED TO PROVIDE MEDICAL CARE SERVICES BY PHYSICIANS, NURSES, SOCIAL WORKERS AND HOSPICE AIDES. THE ENDOWMENTS ALSO SUPPORT CHARITY CARE AND THE UNCOMPENSATED SERVICES PROVIDED TO PATIENTS AND THEIR FAMILIES THROUGH BEREAVEMENT AND PASTORAL CARE SUPPORT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.10190
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0179
IRS990ScheduleD/TotalLiabilityAmt01933649
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt092749
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt047979
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt038770
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt06000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019793
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0300
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03359
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0984
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt018
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04361
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047979
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt038770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt092749
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0TREE OF LIGHTS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0HOSPICE CUP
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-19793
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09919
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09292
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0627
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05213
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05213
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0794435
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10MONTGOMERY HOSPICE INC
IRS990ScheduleI/RecipientTable/RecipientEIN0521114719
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101355 PICCARD DRIVE SUITE 100
IRS990ScheduleI/RecipientTable/USAddress/City0ROCKVILLE
IRS990ScheduleI/RecipientTable/USAddress/State0MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode020850
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0194035
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt05275

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings