Civic Intelligence

Hospice of the Ozarks

EIN 71-0521323 • 501(c)3 • Mountain Home, AR

Profile

The mission of hospice of the ozarks is to improve the quality of life for people in the last phases of an incurable illness and their family members by providing a high level of comprehensive care. Our goal is to provide services directed toward care and comfort rather than cure, to preserve human dignity, and to maintain the patient and family's quality of life by meeting their medical, psychological, social and spiritual needs, allowing them to maintain their optimal level of functioning.

811 Burnett DriveMountain Home, AR 72653

www.hospiceoftheozarks.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.02x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.08x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

17th percentile

-11%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.2%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-19%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$22,591,283

Up $1,115,810 (+5.2%) from 2023

Liabilities

Down

$448,084

Down $86,154 (-16%) from 2023

Net Assets

Up

$22,143,199

Up $1,201,964 (+5.7%) from 2023

Revenue

Down

$5,856,502

Down $1,334,429 (-19%) from 2023

Expenses

Up

$6,502,035

Up $42,947 (+0.7%) from 2023

Net Income

Down

-$645,533

Down $1,377,376 (-188%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $9,939,686Liabilities 2010: $141,275Net Assets 2010: $9,798,4112010Assets 2011: $11,433,201Liabilities 2011: $331,420Net Assets 2011: $11,101,7812011Assets 2012: $11,455,413Liabilities 2012: $263,605Net Assets 2012: $11,191,8082012Assets 2013: $12,664,298Liabilities 2013: $251,169Net Assets 2013: $12,413,1292013Assets 2014: $13,545,196Liabilities 2014: $284,346Net Assets 2014: $13,260,8502014Assets 2015: $12,782,997Liabilities 2015: $266,977Net Assets 2015: $12,516,0202015Assets 2016: $13,993,580Liabilities 2016: $301,743Net Assets 2016: $13,691,8372016Assets 2017: $15,227,205Liabilities 2017: $306,109Net Assets 2017: $14,921,0962017Assets 2018: $14,317,231Liabilities 2018: $287,029Net Assets 2018: $14,030,2022018Assets 2019: $17,232,315Liabilities 2019: $396,081Net Assets 2019: $16,836,2342019Assets 2020: $18,541,980Liabilities 2020: $513,332Net Assets 2020: $18,028,6482020Assets 2021: $20,575,883Liabilities 2021: $360,997Net Assets 2021: $20,214,8862021Assets 2022: $19,022,872Liabilities 2022: $363,842Net Assets 2022: $18,659,0302022Assets 2023: $21,475,473Liabilities 2023: $534,238Net Assets 2023: $20,941,2352023Assets 2024: $22,591,283Liabilities 2024: $448,084Net Assets 2024: $22,143,1992024

Highlighted filing

2024

Assets$22,591,283
Liabilities$448,084
Net Assets$22,143,199

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,912,4402010Expenses 2011: $2,812,8612011Expenses 2012: $3,337,9982012Revenue 2013: $3,718,466Expenses 2013: $3,654,251Net Income 2013: $64,2152013Revenue 2014: $4,916,229Expenses 2014: $3,257,441Net Income 2014: $1,658,7882014Revenue 2015: $3,411,070Expenses 2015: $3,414,368Net Income 2015: -$3,2982015Revenue 2016: $4,457,003Expenses 2016: $3,749,174Net Income 2016: $707,8292016Revenue 2017: $4,000,012Expenses 2017: $3,742,237Net Income 2017: $257,7752017Revenue 2018: $5,316,768Expenses 2018: $3,919,563Net Income 2018: $1,397,2052018Revenue 2019: $5,313,665Expenses 2019: $4,382,246Net Income 2019: $931,4192019Revenue 2020: $5,402,611Expenses 2020: $5,254,654Net Income 2020: $147,9572020Revenue 2021: $6,279,562Expenses 2021: $5,135,098Net Income 2021: $1,144,4642021Revenue 2022: $6,195,898Expenses 2022: $5,473,296Net Income 2022: $722,6022022Revenue 2023: $7,190,931Expenses 2023: $6,459,088Net Income 2023: $731,8432023Revenue 2024: $5,856,502Expenses 2024: $6,502,035Net Income 2024: -$645,5332024

Highlighted filing

2024

Revenue$5,856,502
Expenses$6,502,035
Net Income-$645,533

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.6$0.45$22.1$5.86$6.50$0.65
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.53$20.9$7.19$6.46$0.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.36$18.7$6.20$5.47$0.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$0.36$20.2$6.28$5.14$1.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$0.51$18.0$5.40$5.25$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$0.40$16.8$5.31$4.38$0.93
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.29$14.0$5.32$3.92$1.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$0.31$14.9$4.00$3.74$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.30$13.7$4.46$3.75$0.71
2015Detailed filing. Detailed filing data is available for this year.$12.8$0.27$12.5$3.41$3.41$0.00
2014Detailed filing. Detailed filing data is available for this year.$13.5$0.28$13.3$4.92$3.26$1.66
2013Detailed filing. Detailed filing data is available for this year.$12.7$0.25$12.4$3.72$3.65$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$0.26$11.2$3.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.33$11.1$2.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.94$0.14$9.80$2.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.1
Gross Receipts
$6,695,158
Mission and Program Overview

Mission

The mission of hospice of the ozarks is to improve the quality of life for individuals and their families in the last phases of an incurable illness and in times of grief.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,821,400$16,079,597▲ $2,258,197
Land, Buildings, and Equipment, Net$4,795,296$4,500,991▼ $294,305
Cash and Non-Interest-Bearing Accounts$2,146,880$1,079,955▼ $1,066,925
Accounts Receivable$402,262$389,468▼ $12,794
Savings and Temporary Cash Investments$132,359$350,085▲ $217,726
Investments Program Related$48,594$57,276▲ $8,682
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$21,475,473$22,591,283▲ $1,115,810
Other Assets Total$128,682$133,911▲ $5,229
Liabilities
Other Liabilities$385,120$342,990▼ $42,130
Accounts Payable and Accrued Expenses$149,118$105,094▼ $44,024
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$534,238$448,084▼ $86,154
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,941,235$22,143,199▲ $1,201,964
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$20,941,235$22,143,199▲ $1,201,964
Total Liabilities and Net Assets / Fund Balance$21,475,473$22,591,283▲ $1,115,810

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,615,857$2,214,915$5,830,772
Other Land Buildings$466,061$1,293,776$1,759,837
Equipment$300,866$806,284$1,107,150
Land$118,207-$118,207
Leasehold Improvements$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joe DillardPresident
Shelly HillVice President
Barbara MallettDirector
Elton KirbyDirector
Estella RhoadesDirector
Judy StrotherDirector
Karen Montgomery - SEE STATEMENTDirector
Marilyn WheatDirector
Noel MorrisDirector
Pat BallardDirector
Trieneke SelfDirector
Greg Wood - See StatementExecutive Director
Art StoneSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Mhhnc INCHealth & Rehab1100 Pinetree Lane, Mountain Home, AR 72653$463,236
Richard Schmidt MdMedical Director1343 HAMPSHIRE CIRCLE, Mountain Home, AR 72653$196,500
Onepoint Patient Care LLCPharmacy3006 S Priest Dr, Tempe, AZ 85282$183,970
Good SamaritanNursing Home300 GOOD SAM DR, Mountain Home, AR 72653$127,075
Gassville Therapy & LivingNursing Home203 COTTER RD, Gassville, AR 72635$110,881
Revenue and Support

Revenue Composition

Contributions and Grants
$459,826
Program Service Revenue
$5,050,201
Investment Income
$346,475
Other Revenue
$0
All Other Contributions
$449,153
Change in Net Assets
$-645,533

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,856,502
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,847,497
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$7,703,999
Total Revenue per Form 990
$5,856,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,891,390
Other Expenses$2,610,645
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,825,211$192,185-$3,017,396
Other Employee Benefits$508,586$34,597-$543,183
Depreciation Depletion$328,257$22,330-$350,587
Occupancy$286,021$19,457-$305,478
Fees for Services Other$257,685$17,529$0$275,214
Payroll Taxes$213,766$14,541-$228,307
All Other Expenses$157,605$10,721$0$168,326
Travel$124,644$8,479-$133,123
Office Expenses$89,166$6,066-$95,232
Pension Plan Contributions$86,519$5,885-$92,404
Advertising$67,354$4,582-$71,936
Insurance$44,094$2,999-$47,093
Other Expenses$35,142$2,390-$37,532
Current Officers, Directors, Trustees, and Key Employees-$10,100-$10,100
Total Functional Expenses$6,078,449$423,586$0$6,502,035

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,502,035
Total Expenses per Audited Statements$6,502,035
Total Expenses per Form 990$6,502,035
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal Income Taxes$342,990
Due to Affiliate-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 15A

The organization does not compensate any of its board members for board service.

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

Baxter health has the power to appoint hospice board members. The hospice board recommends board members.

Form 990, Part VI, Line 8B Documentation of meetings held by committees of governing body

The organization does not contemporaneously document each committee meeting of the governing body.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The hospice 990 is reviewed by accountants, directors, and board members prior to filing.

Form 990, Part VI, Line 12C Conflict of interest policy

The governing board of the member organization has a conflict of interest /compensation committee which annually reviews budgeted transactions with interested persons. Other transactions are reviewed on a case by case basis.

Form 990, Part VI, Line 19 Required documents available to the public

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon written request.

Form 990, Part VII, Section A PART VII SECTION A & SCHEDULE J PART II

Compensation information required in form 990, part vii, section a and schedule j, part ii is provided in a table identified as compensation attachment and attached to the tax return document following schedule r. The tables within the return are populated with zero because of the electronic filing requirement, and the correct amounts are included in the attachment.

Filing and Contact Details

Filer

Filer Name
Hospice of The Ozarks
EIN
71-0521323
Phone
8705081771
Address
811 BURNETT DRIVE, MOUNTAIN HOME, AR 72653

Signing Officer

Name
Anthony Reed
Title
Executive Director
Phone
8705081771
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Ar
Voting Board Members
12
Independent Board Members
10
Employees
2,669
Volunteers
18

Preparer

Firm
Forvis Mazars LLP
Address
PO Box 3667, Little Rock, AR 72203-3667
Preparer
Amber Sherrill
Phone
5013721040
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 1A

The amounts reported on lines 1a and 2a are filed by baxter health, a related entity. A portion of the totals are filed on behalf of hospice of the ozarks.

Financial Statement Notes

Schedule D, Part X, Line 2

Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material income tax positions to be recorded or disclosed in the financial statements.

Raw XML AppendixShowing 400 of 800 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0149118
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0105094
IRS990/AccountsReceivableGrp/BOYAmt0402262
IRS990/AccountsReceivableGrp/EOYAmt0389468
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF HOSPICE OF THE OZARKS IS TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS AND THEIR FAMILIES IN THE LAST PHASES OF AN INCURABLE ILLNESS AND IN TIMES OF GRIEF.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04582
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IRS990/AdvertisingGrp/TotalAmt071936
IRS990/AllOtherContributionsAmt0449153
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IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010721
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0157605
IRS990/AllOtherExpensesGrp/TotalAmt0168326
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IRS990/BooksInCareOfDetail/PhoneNum08705081000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0624 HOSPITAL DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MOUNTAIN HOME
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd072653
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/CompensationFromOtherSrcsInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/ContractorCompensationGrp/CompensationAmt0463236
IRS990/ContractorCompensationGrp/CompensationAmt1196500
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Mountain Home
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AR
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IRS990/ContractorCompensationGrp/ServicesDesc2PHARMACY
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IRS990/CreditCounselingInd0false
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IRS990/DepreciationDepletionGrp/TotalAmt0350587
IRS990/Desc0HOSPICE OF THE OZARKS PROVIDED 21,791 PATIENT DAYS OF HOSPICE CARE SERVICE DURING 2024 WITH AN AVERAGE DAILY CENSUS OF 60. THE PURPOSE OF THE HOME CARE PROGRAM IS ORIENTED TOWARD CARING FOR PEOPLE RATHER THAN CURING DISEASE. THE PROGRAM OFFERS THE ALTERNATIVE OF REMAINING AT HOME, BEING FREE OF PAIN, AND BEING ATTENDED BY FAMILY AND FRIENDS. IN ADDITION TO PROVIDING PHYSICAL CARE THE PROGRAM IS DESIGNED TO PROVIDE SOCIAL, SPIRITUAL, AND EMOTIONAL COMFORT TO HELP BOTH THE PATIENT AND FAMILY COPE WITH DYING, DEATH, AND THE TIME THAT FOLLOWS.
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt02669
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IRS990/EngagedInExcessBenefitTransInd0false
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IRS990/Form990PartVIISectionAGrp/PersonNm6Judy Strother
IRS990/Form990PartVIISectionAGrp/PersonNm7Karen Montgomery - SEE STATEMENT
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IRS990/Form990PartVIISectionAGrp/PersonNm12Greg Wood - See Statement
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