Civic Intelligence

Lumina Hospice and Palliative Care

990 • Fiscal year 2015 • EIN 93-0742686

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 28, 2016

Organization ProfileWWW.BENTONHOSPICE.ORG

View Organization Page

2350 NW Professional DrCorvallis, OR 97330

(541) 757-9616

Siviq Scores

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

Liabilities / Assets

31st percentile

0.06x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

27th percentile

0.07x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

55th percentile

4.1%

Higher net margin than 55% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

55th percentile

$128,906

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

39th percentile

-1.3%

Faster asset growth than 39% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-6.7%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,921,901

Down $64,468 (-1.3%) from 2014

Net Assets

Down

$4,644,808

Down $103,599 (-2.2%) from 2014

Liabilities

Up

$277,093

Up $39,131 (+16%) from 2014

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin55th percentile

Revenue

Down

$4,060,861

Down $291,375 (-6.7%) from 2014

Expenses

Down

$3,894,989

Down $319,560 (-7.6%) from 2014

Net Income

Up

$165,872

Up $28,185 (+20%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,778,758Liabilities 2010: $186,047Net Assets 2010: $4,592,7112010Assets 2011: $4,674,365Liabilities 2011: $187,921Net Assets 2011: $4,486,4442011Assets 2012: $4,719,086Liabilities 2012: $214,920Net Assets 2012: $4,504,1662012Assets 2013: $4,906,834Liabilities 2013: $235,816Net Assets 2013: $4,671,0182013Assets 2014: $4,986,369Liabilities 2014: $237,962Net Assets 2014: $4,748,4072014Assets 2015: $4,921,901Liabilities 2015: $277,093Net Assets 2015: $4,644,8082015Assets 2016: $5,496,912Liabilities 2016: $293,811Net Assets 2016: $5,203,1012016Assets 2017: $5,676,089Liabilities 2017: $319,947Net Assets 2017: $5,356,1422017Assets 2018: $5,292,282Liabilities 2018: $341,464Net Assets 2018: $4,950,8182018Assets 2019: $6,764,212Liabilities 2019: $1,843,310Net Assets 2019: $4,920,9022019Assets 2020: $7,355,638Liabilities 2020: $1,070,890Net Assets 2020: $6,284,7482020Assets 2021: $6,763,686Liabilities 2021: $718,502Net Assets 2021: $6,045,1842021Assets 2022: $5,832,808Liabilities 2022: $523,943Net Assets 2022: $5,308,8652022Assets 2023: $6,365,317Liabilities 2023: $552,504Net Assets 2023: $5,812,8132023Assets 2024: $7,238,420Liabilities 2024: $581,711Net Assets 2024: $6,656,7092024

Highlighted filing

2015

Assets$4,921,901
Liabilities$277,093
Net Assets$4,644,808
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,237,7002010Revenue 2011: $3,584,927Expenses 2011: $3,442,253Net Income 2011: $142,6742011Expenses 2012: $3,737,2802012Revenue 2013: $3,904,861Expenses 2013: $3,944,060Net Income 2013: -$39,1992013Revenue 2014: $4,352,236Expenses 2014: $4,214,549Net Income 2014: $137,6872014Revenue 2015: $4,060,861Expenses 2015: $3,894,989Net Income 2015: $165,8722015Revenue 2016: $5,237,643Expenses 2016: $4,817,265Net Income 2016: $420,3782016Revenue 2017: $5,344,474Expenses 2017: $5,354,367Net Income 2017: -$9,8932017Revenue 2018: $5,561,914Expenses 2018: $5,604,293Net Income 2018: -$42,3792018Revenue 2019: $5,751,224Expenses 2019: $5,824,621Net Income 2019: -$73,3972019Revenue 2020: $7,359,788Expenses 2020: $6,132,332Net Income 2020: $1,227,4562020Revenue 2021: $5,903,950Expenses 2021: $6,140,796Net Income 2021: -$236,8462021Revenue 2022: $4,492,287Expenses 2022: $4,860,777Net Income 2022: -$368,4902022Revenue 2023: $4,796,511Expenses 2023: $4,391,368Net Income 2023: $405,1432023Revenue 2024: $5,941,449Expenses 2024: $5,207,308Net Income 2024: $734,1412024

Highlighted filing

2015

Revenue$4,060,861
Expenses$3,894,989
Net Income$165,872
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 28, 2016
Return Version
2015v2.1
Gross Receipts
$5,555,342
Mission and Program Overview

Mission

Support for the terminally ill

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,623,579$3,397,403▼ $226,176
Land, Buildings, and Equipment, Net$605,949$594,080▼ $11,869
Savings and Temporary Cash Investments$281,847$480,923▲ $199,076
Accounts Receivable$346,136$385,523▲ $39,387
Investments Other Securities$74,032--
Cash and Non-Interest-Bearing Accounts$14,527$20,215▲ $5,688
Total Assets$4,986,369$4,921,901▼ $64,468
Other Assets Total$40,299$43,757▲ $3,458
Liabilities
Accounts Payable and Accrued Expenses$237,962$277,093▲ $39,131
Total Liabilities$237,962$277,093▲ $39,131
Net Assets / Fund Balance
Unrestricted Net Assets$4,741,307$4,634,808▼ $106,499
Temporarily Rstr Net Assets$7,100$10,000▲ $2,900
Total Net Assets Fund Balance$4,748,407$4,644,808▼ $103,599
Total Liabilities and Net Assets / Fund Balance$4,986,369$4,921,901▼ $64,468

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$297,234$165,152$462,386
Equipment$54,803$326,689$381,492
Land$242,043-$242,043
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kelly BeardExecutive DiFT$128,906$128,906

Board Members and Trustees

NameTitle
Marilyn BrasierChair
Cosimo StornioloVice Chair
Audrey Klein-leachBoard Member
Benjamin BarnettBoard Member
David GrubeBoard Member
Heather BrustBoard Member
Joan HayesBoard Member
Roberto LinaresBoard Member
Deb RoseSecretary
Ilene KleinsorgeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$562,170
Program Service Revenue
$3,343,699
Investment Income
$150,427
Other Revenue
$4,565
All Other Contributions
$562,170
Change in Net Assets
$165,872

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 AmountValuation Method
Securities Publicly Traded4$145,311Net Proceeds From Sale
Total Noncash Contributions4$145,311-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,060,861
Revenue Not Reported on Form 990
$-202,855
Total Revenue per Audited Statements
$3,858,006
Total Revenue per Form 990
$4,060,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,764,097
Other Expenses$1,130,892
Total Fundraising Expense$70,788
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,815,598$343,473$38,819$2,197,890
Payroll Taxes$148,549$38,565$3,260$190,374
Other Employee Benefits$130,951$32,411$3,892$167,254
Current Officers, Directors, Trustees, and Key Employees-$122,461$6,445$128,906
Fees for Services Management$100,162$15,600-$115,762
Information Technology$81,494$11,320$955$93,769
Travel$87,678$3,578-$91,256
Pension Plan Contributions$62,169$16,140$1,364$79,673
Office Expenses$37,480$38,788$112$76,380
Other Expenses$48,488$1,512-$48,488
All Other Expenses$33,636$12,918$120$46,674
Fees for Service Investment Mgmnt Fees-$33,198-$33,198
Advertising-$17,276$15,331$32,607
Depreciation Depletion$22,519$6,512$490$29,521
Conferences and Meetings$12,488$12,708-$25,196
Insurance$12,938$6,461-$19,399
Occupancy-$13,349-$13,349
Fees for Services Accounting-$6,270-$6,270
Total Functional Expenses$3,091,661$732,540$70,788$3,894,989

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,894,989
Total Expenses per Audited Statements$3,894,989
Total Expenses per Form 990$3,894,989
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
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
Yes
Other officer compensation reviewed
No
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 form 990 is reviewed by the executive director and the chair of the finance committee of the board prior to its filing.”

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

“Board members and the executive director are required to annually disclose in a signed document a conflict of interest statement. Potential conflicts are brought to the attention of the chair who in turn informs the board.”

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

“The organization looks at salary data from multiple third party salary surveys that provided the best match for the type of role the executive director fills.”

Form 990, Page 6, Part VI, Line 19

“Available upon request from the organization”

Filing and Contact Details

Filer

Filer Name
Benton Hospice Service
EIN
93-0742686
Phone
5417579616
Address
2350 NW PROFESSIONAL DR, CORVALLIS, OR 97330

Signing Officer

Name
Kelly Beard
Title
Executive Director
Phone
5417579616
Signed
2016-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Beard
Formed
1979
Legal Domicile
Or
Voting Board Members
11
Independent Board Members
11
Employees
58
Volunteers
129

Preparer

Firm
Spectrum CPA Group Llp
Address
2358 NW KINGS BLVD PO BOX 905, CORVALLIS, OR 97339
Preparer
Lm Shelly Sorem
Phone
5417524556
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Income taxes the organization qualifies as a tax-exempt organization under the provisions of section 501(c)(3) of the internal revenue code. It has no significant unrelated business income subject to taxation. Consequently, there is no provision for income taxes. The organization recognizes a liability for unrecognized tax benefits when facts and circumstances indicate that an uncertain tax position is more likely than not to be overturned by a taxing authority upon examination. The organization recognizes accrued interest and penalties associated with uncertain tax positions, if any, as part of the income tax provision. There were no unrecognized income tax benefits, nor any interest and penalties associated with unrecognized tax benefits, accrued or expensed as of and for the year ended december 31, 2015. The organization files income tax returns in u.s. Federal and state of oregon jurisdictions. The organization is no longer subject to u.s. Federal or state income tax examinations by tax authorities for years before 2012.”

Raw XML AppendixShowing 400 of 495 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.

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IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSITIONS IS A PROGRAM FOR INDIVIDUALS WHO ARE NOT UNDER HOSPICE CARE BUT ARE DEALING WITH A LIFE-LIMITING ILLNESS. WE OFFER ASSISTANCE WITH COMPANIONSHIP, COMPASSION, AND CONNECTION TO COMMUNITY RESOURCES FOR INDIVIDUALS AND THEIR LOVED ONES. THIS IS A NON-MEDICAL PROGRAM, PROVIDED FREE OF CHARGE, AND IS FUNDED TOTALLY FROM DONATIONS. IN 2014 WE SERVED 144 TRANSITIONS CLIENTS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT HAS NO SIGNIFICANT UNRELATED BUSINESS INCOME SUBJECT TO TAXATION. CONSEQUENTLY, THERE IS NO PROVISION FOR INCOME TAXES. THE ORGANIZATION RECOGNIZES A LIABILITY FOR UNRECOGNIZED TAX BENEFITS WHEN FACTS AND CIRCUMSTANCES INDICATE THAT AN UNCERTAIN TAX POSITION IS MORE LIKELY THAN NOT TO BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF THE INCOME TAX PROVISION. THERE WERE NO UNRECOGNIZED INCOME TAX BENEFITS, NOR ANY INTEREST AND PENALTIES ASSOCIATED WITH UNRECOGNIZED TAX BENEFITS, ACCRUED OR EXPENSED AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2015. THE ORGANIZATION FILES INCOME TAX RETURNS IN U.S. FEDERAL AND STATE OF OREGON JURISDICTIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,921,901
Liabilities
$277,093
Net assets
$4,644,808
Revenue
$4,060,861
Expenses
$3,894,989
Net income
$165,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.24$0.58$6.66$5.94$5.21$0.73
2023Summary only. Only limited summary data is available for this year.$6.37$0.55$5.81$4.80$4.39$0.41
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.83$0.52$5.31$4.49$4.86$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.76$0.72$6.05$5.90$6.14$0.24
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.36$1.07$6.28$7.36$6.13$1.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$1.84$4.92$5.75$5.82$0.07
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.34$4.95$5.56$5.60$0.04
2017Summary only. Only limited summary data is available for this year.$5.68$0.32$5.36$5.34$5.35$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.50$0.29$5.20$5.24$4.82$0.42
2015Detailed filing. Detailed filing data is available for this year.$4.92$0.28$4.64$4.06$3.89$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.99$0.24$4.75$4.35$4.21$0.14
2013Summary only. Only limited summary data is available for this year.$4.91$0.24$4.67$3.90$3.94$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.72$0.21$4.50$3.74
2011Summary only. Only limited summary data is available for this year.$4.67$0.19$4.49$3.58$3.44$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$0.19$4.59$3.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $5M-$10M nonprofits