Civic Intelligence

Hospice Austin

990 • Fiscal year 2013 • EIN 74-2200596

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 08, 2014

4107 Spicewood Springs Road78759

(512) 342-4700

Siviq Scores

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

Liabilities / Assets

35th percentile

0.12x

Higher debt load relative to assets than 35% of similar nonprofits.

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

Liabilities / Revenue

23rd percentile

0.08x

Higher debt load relative to revenue than 23% of similar nonprofits.

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

Net Margin

38th percentile

0.4%

Higher net margin than 38% of similar nonprofits.

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

Top Officer Pay

61st percentile

$199,379

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

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

Asset Growth

38th percentile

0.8%

Faster asset growth than 38% 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

$14,748,943

Up $112,404 (+0.8%) from 2012

Net Assets

Up

$12,990,799

Up $56,775 (+0.4%) from 2012

Liabilities

Up

$1,758,144

Up $55,629 (+3.3%) from 2012

Revenue

$22,047,128

No earlier filing loaded for comparison.

Expenses

Up

$21,962,823

Up $78,916 (+0.4%) from 2012

Net Income

$84,305

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.

$20M$15M$10M$5.0M$0Assets 2010: $12,935,977Liabilities 2010: $1,728,138Net Assets 2010: $11,207,8392010Assets 2011: $14,465,239Liabilities 2011: $1,600,622Net Assets 2011: $12,864,6172011Assets 2012: $14,636,539Liabilities 2012: $1,702,515Net Assets 2012: $12,934,0242012Assets 2013: $14,748,943Liabilities 2013: $1,758,144Net Assets 2013: $12,990,7992013Assets 2014: $14,617,338Liabilities 2014: $1,954,243Net Assets 2014: $12,663,0952014Assets 2015: $13,814,592Liabilities 2015: $1,568,645Net Assets 2015: $12,245,9472015Assets 2016: $13,319,345Liabilities 2016: $1,493,852Net Assets 2016: $11,825,4932016Assets 2017: $15,330,926Liabilities 2017: $1,866,579Net Assets 2017: $13,464,3472017Assets 2018: $16,801,748Liabilities 2018: $2,662,970Net Assets 2018: $14,138,7782018Assets 2019: $18,328,017Liabilities 2019: $2,841,478Net Assets 2019: $15,486,5392019Assets 2020: $19,817,827Liabilities 2020: $3,645,220Net Assets 2020: $16,172,6072020Assets 2021: $19,743,929Liabilities 2021: $3,468,654Net Assets 2021: $16,275,2752021Assets 2022: $16,275,077Liabilities 2022: $2,674,522Net Assets 2022: $13,600,5552022Assets 2023: $16,001,117Liabilities 2023: $2,906,797Net Assets 2023: $13,094,3202023Assets 2024: $18,427,181Liabilities 2024: $3,438,503Net Assets 2024: $14,988,6782024

Highlighted filing

2013

Assets$14,748,943
Liabilities$1,758,144
Net Assets$12,990,799

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $21,948,0712010Expenses 2011: $22,449,2462011Expenses 2012: $21,883,9072012Revenue 2013: $22,047,128Expenses 2013: $21,962,823Net Income 2013: $84,3052013Revenue 2014: $21,510,425Expenses 2014: $21,777,041Net Income 2014: -$266,6162014Revenue 2015: $21,925,290Expenses 2015: $22,356,591Net Income 2015: -$431,3012015Revenue 2016: $21,830,285Expenses 2016: $22,257,112Net Income 2016: -$426,8272016Revenue 2017: $23,670,106Expenses 2017: $21,994,812Net Income 2017: $1,675,2942017Revenue 2018: $26,160,487Expenses 2018: $25,463,802Net Income 2018: $696,6852018Revenue 2019: $31,242,267Expenses 2019: $29,887,847Net Income 2019: $1,354,4202019Revenue 2020: $32,231,887Expenses 2020: $31,538,913Net Income 2020: $692,9742020Revenue 2021: $32,556,661Expenses 2021: $32,452,588Net Income 2021: $104,0732021Revenue 2022: $30,949,492Expenses 2022: $33,644,596Net Income 2022: -$2,695,1042022Revenue 2023: $31,166,824Expenses 2023: $31,636,877Net Income 2023: -$470,0532023Revenue 2024: $34,423,959Expenses 2024: $32,000,431Net Income 2024: $2,423,5282024

Highlighted filing

2013

Revenue$22,047,128
Expenses$21,962,823
Net Income$84,305
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 8, 2014
Return Version
2013v3.1
Gross Receipts
$22,108,730
Mission and Program Overview

Mission

Hospice austin is a non-profit organization that eases the physical, emotional and spiritual pain of any person in our community facing the final months of a serious illness by providing expert and compassionate care, education and bereavement support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$4,147,356-
Savings and Temporary Cash Investments$7,279,132$3,310,196▼ $3,968,936
Cash and Non-Interest-Bearing Accounts$2,251,647$2,527,702▲ $276,055
Land, Buildings, and Equipment, Net$2,277,553$2,143,820▼ $133,733
Accounts Receivable$1,725,037$1,308,945▼ $416,092
Pledges and Grants Receivable$256,150$541,667▲ $285,517
Investments Other Securities$501,567$400,294▼ $101,273
Prepaid Expenses and Deferred Charges$191,551$219,665▲ $28,114
Inventories for Sale or Use$79,946$81,152▲ $1,206
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$14,636,539$14,748,943▲ $112,404
Other Assets Total$73,956$68,146▼ $5,810
Liabilities
Accounts Payable and Accrued Expenses$1,697,757$1,748,872▲ $51,115
Other Liabilities$4,758$9,272▲ $4,514
Total Liabilities$1,702,515$1,758,144▲ $55,629
Net Assets / Fund Balance
Unrestricted Net Assets$12,541,722$12,351,726▼ $189,996
Temporarily Rstr Net Assets$392,302$639,073▲ $246,771
Total Net Assets Fund Balance$12,934,024$12,990,799▲ $56,775
Total Liabilities and Net Assets / Fund Balance$14,636,539$14,748,943▲ $112,404

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,368,809$1,030,146$2,398,955
Leasehold Improvements$298,883$318,714$617,597
Equipment$61,333$334,511$395,844
Land$362,000-$362,000
Other Land Buildings$52,795$277,824$330,619

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$2,624,214$266,019▲ $243,740-$2,943,217
2012$2,328,121$77,872▲ $239,254-$2,624,214
2011$2,325,999$10,205▲ $2,149-$2,328,121
2010$2,059,765$8,778▲ $281,581-$2,325,999
2009$1,789,186$7,177▲ $281,321-$2,059,765
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marjorie MulanaxExecutive DirectorFT$159,467$39,912$199,379
Christine ReisCFOFT$119,970$14,485$134,455
Paige FletcherCOOFT$104,023$13,470$117,493

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Austin State SchoolNursing Home Care-$391,277
Hunter PharmacyPharmacy Mgmt.-$286,204
Daughters of CharityInpatient Care-$277,882
St Davids HealthcareInpatient Care-$205,392
Amerita IncParenteral Svcs.-$184,701
Revenue and Support

Revenue Composition

Contributions and Grants
$2,255,939
Program Service Revenue
$19,646,590
Investment Income
$57,113
Other Revenue
$87,486
All Other Contributions
$2,099,225
Change in Net Assets
$84,305

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table216$55,559Est Values
Cars and Other Vehicles3$1,500Net proceeds
Total Noncash Contributions219$57,059-

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,047,128
Revenue Not Reported on Form 990
$34,072
Total Revenue per Audited Statements
$22,081,200
Total Revenue per Form 990
$22,047,128
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,271,071
Other Expenses$8,229,495
Total Fundraising Expense$563,438
Grants and Similar Amounts Paid$462,257
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,689,770$1,550,331$313,496$10,553,597
Other Employee Benefits$886,205$200,267$32,110$1,118,582
Other Expenses$1,071,955--$1,071,955
Payroll Taxes$628,883$141,532$22,693$793,108
Travel$517,270$29,556$400$547,226
Office Expenses$390,681$50,478$41,903$483,062
Grants to Domestic Orgs$462,257--$462,257
Current Officers, Directors, Trustees, and Key Employees-$404,893-$404,893
Pension Plan Contributions$319,041$70,540$11,310$400,891
Occupancy$230,434$85,787$6,185$322,406
All Other Expenses$181,518$28,099$111,137$320,754
Depreciation Depletion$121,354$57,910$4,188$183,452
Information Technology$138,463$25,619$16,815$180,897
Insurance$116,010$19,349$2,276$137,635
Fees for Services Other-$62,476-$62,476
Advertising$23,826$5,665$925$30,416
Fees for Services Accounting-$23,611-$23,611
Fees for Services Legal-$19,054-$19,054
Total Functional Expenses$18,624,218$2,775,167$563,438$21,962,823

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$22,024,425
Expenses per Audited Statements$21,962,823
Total Expenses per Form 990$21,962,823
Expenses Not Reported on Form 990$61,602
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
74-3000910-501(c)(3)Support$462,257
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$78,326
Fundraising Direct Expenses$61,602
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$159,373$63,158$31,121$32,037
Event 2$56,931$11,158-$11,158
Total Events$228,348$74,316$61,602$12,714
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits$4,758
Intercompany payable$4,514
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 was reviewed by both Hospice Austin's Fiscal Management Committee and full Board of Directors prior to filing the return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Directors and Officers disclose any conflicts of interest on an annual basis and recues themselves from voting on any matters with which they have a conflict. Additonally, at every board meeting, one of the first agenda items is inquiry about any conflicts of interest that require disclosure.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Determining compensation for the top management official includes the collection of comparable data (comparable positions of comparable organizations obtained from published salary survey reports and Form 990s of other organizations). The data is reviewed and discussed by the Personnel and Compensation Committee. Once an appropriate salary is agreed upon, that recomendation is documented and submitted to both the Executive Committee and the full Board of Hospice Austin for approval. After review and discussion, the Committees' and Board's decisions are documented. No individual with a conflict of interest is involved in the decision.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The process for determining compensation and pay grade for all other employees includes the collection and review of comparable data (comparable positions of comparable organizations obtained from published salary survey reports). The data is reviewed and discussed by the Personnel and Compensation Committee. After review and discussion, the Committee's recomendation is documented and submitted to the Executive Committee and the full Board of Hospice Austin for approval. After review and discussion, the Committees' and Board's decisions are documented. No individual with a conflict of interest is involved in the decision.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon written request, these documents will be made available for public inspection. The return is also listed on the Guidestar website.

Filing and Contact Details

Filer

EIN
74-2200596
Phone
5123424700

Signing Officer

Name
Marjorie Mulanax
Title
Executive Director
Signed
2014-08-08
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
TX
Voting Board Members
18
Independent Board Members
18
Employees
340
Volunteers
478

Preparer

Preparer
Bob Dunagan
Phone
5124208997
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

The earnings and corpus of the Hospice Austin Fund are used for the maintenance, support, and operations of Hospice Austin programs.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Special events direct expenses $61602

Part XII, Line 2D: Other expenses and losses per audited F/S

Special events direct expenses $61602

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IRS990/Form990PartVIISectionAGrp/PersonNm0Gary Nelon
IRS990/Form990PartVIISectionAGrp/PersonNm1Helayne O'Keiff
IRS990/Form990PartVIISectionAGrp/PersonNm2Scott Rubel
IRS990/Form990PartVIISectionAGrp/PersonNm3Nannette Overbeck
IRS990/Form990PartVIISectionAGrp/PersonNm4Barbara Budde
IRS990/Form990PartVIISectionAGrp/PersonNm5Robert M Cary
IRS990/Form990PartVIISectionAGrp/PersonNm6Christina Corona
IRS990/Form990PartVIISectionAGrp/PersonNm7Herb Dyer
IRS990/Form990PartVIISectionAGrp/PersonNm8William Eversole
IRS990/Form990PartVIISectionAGrp/PersonNm9William Ferrell
IRS990/Form990PartVIISectionAGrp/PersonNm10Susan Franzen
IRS990/Form990PartVIISectionAGrp/PersonNm11Cathy Howell
IRS990/Form990PartVIISectionAGrp/PersonNm12Dana Joslin
IRS990/Form990PartVIISectionAGrp/PersonNm13Chuck Kreutz JD
IRS990/Form990PartVIISectionAGrp/PersonNm14Edith Lepgold MD
IRS990/Form990PartVIISectionAGrp/PersonNm15Margaret Mendez
IRS990/Form990PartVIISectionAGrp/PersonNm16Jana Pankratz
IRS990/Form990PartVIISectionAGrp/PersonNm17Yvonne Van Dyke
IRS990/Form990PartVIISectionAGrp/PersonNm18John McCarthy
IRS990/Form990PartVIISectionAGrp/PersonNm19Marjorie Mulanax
IRS990/Form990PartVIISectionAGrp/PersonNm20Paige Fletcher
IRS990/Form990PartVIISectionAGrp/PersonNm21Christine Reis
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Honorary
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt20COO
IRS990/Form990PartVIISectionAGrp/TitleTxt21CFO
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IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
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IRS990/FundraisingDirectExpensesAmt061602
IRS990/FundraisingGrossIncomeAmt078326
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IRS990/GrantAmt0462257
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
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IRS990/MissionDesc0Hospice Austin is a non-profit organization that eases the physical, emotional and spiritual pain of any person in our community facing the final months of a serious illness by providing expert and compassionate care, education and bereavement support.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.4$3.44$15.0$34.4$32.0$2.42
2023Summary only. Only limited summary data is available for this year.$16.0$2.91$13.1$31.2$31.6$0.47
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$2.67$13.6$30.9$33.6$2.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$3.47$16.3$32.6$32.5$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$3.65$16.2$32.2$31.5$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$2.84$15.5$31.2$29.9$1.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$2.66$14.1$26.2$25.5$0.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.3$1.87$13.5$23.7$22.0$1.68
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$1.49$11.8$21.8$22.3$0.43
2015Detailed filing. Detailed filing data is available for this year.$13.8$1.57$12.2$21.9$22.4$0.43
2014Detailed filing. Detailed filing data is available for this year.$14.6$1.95$12.7$21.5$21.8$0.27
2013Detailed filing. Detailed filing data is available for this year.$14.7$1.76$13.0$22.0$22.0$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$1.70$12.9$21.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$1.60$12.9$22.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.9$1.73$11.2$21.9