HOSPICE OF JEFFERSON COUNTY INC

EIN: 161266041 501(c)(3)

WATERTOWN, NY

Total Revenue
$3,731,327
Total Expenses
$3,517,863
Total Assets
$8,943,953
Net Assets
$8,655,444
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
NY
Principal Officer
ANNA PATTERSON
Phone
3157887323
Tax Period
2023-10-01 to 2024-09-30

HOSPICE OF JEFFERSON COUNTY INC, founded in 1986, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2023. Expenses of $3.5M left a modest 6% surplus.

Mission

TO PROVIDE EXPERT, COMPASSIONATE, COMPREHENSIVE CARE AND SERVICES TO INDIVIDUALS AND THEIR LOVED ONES EXPERIENCING LIFE-LIMITING ILLNESS AND LOSS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $520,000
Program Service Revenue $3,205,825
Investment Income $0
Other Revenue $5,502
TOTAL REVENUE $3,731,327

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,615,750
Fundraising Expenses $0
Program Expenses $2,963,836
Other Expenses $902,113
TOTAL EXPENSES $3,517,863

Year-over-Year Comparison

2023 2022 Change
Revenue $3,731,327 $3,560,115 +0.0%
Expenses $3,517,863 $3,391,872 +0.0%
Net Income $213,464 $168,243 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
83
Volunteers
14

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$157,717
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MAUREEN CEAN PRESIDENT 1.00
Officer Director
$0 $0 $0
JULIE SOULE VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
ELIZABETH BUSH TREASURER 1.00
Officer Director
$0 $0 $0
WENDY HINMAN BOARD MEMBER 1.00
Director
$0 $0 $0
LISA MCCARTY THROUGH 042024 BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES MONTGOMERY BOARD MEMBER 1.00
Director
$0 $0 $0
SIDNEY POND III BOARD MEMBER 1.00
Director
$0 $0 $0
PETER WALTON BOARD MEMBER 1.00
Director
$0 $0 $0
JEFFERY WOOD BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH BALDWIN BOARD MEMBER 1.00
Director
$0 $0 $0
JACK RUSH MD BOARD MEMBER 1.00
Director
$0 $0 $0
JUDITH SHEAN BOARD MEMBER 1.00
Director
$0 $0 $0
JAYNE PERRY BOARD MEMBER 1.00
Director
$0 $0 $0
EMILY SPRAGUE BOARD MEMBER 1.00
Director
$0 $0 $0
DIANA WOODHOUSE THROUGH 10-2023 CHIEF EXECUTIVE OFFICER 20.00
Officer
$9,301 $363 $9,664
ANNA PATTERSON BEGINNING 10-2023 CHIEF EXECUTIVE OFFICER 20.00
Officer
$115,000 $8,250 $123,250
MICHELE RICTER THROUGH 02-2024 DIRECTOR OF FINANCE 30.00
Officer
$16,253 $0 $16,253
LAURIE HULBERT BEGINNING 02-2024 DIRECTOR OF FINANCE 10.00
Officer
$8,550 $0 $8,550
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $3,731,327 $3,517,863 $8,943,953 $213,464
2023 $3,560,115 $3,391,872 $8,690,467 $168,243
2022 $2,899,678 $3,089,279 $8,493,726 $-189,601
2021 $3,180,701 $2,682,975 $9,388,960 $497,726
2020 $2,547,374 $2,955,698 $8,681,686 $-408,324
2019 $2,682,304 $2,786,963 $8,796,821 $-104,659
2018 $2,706,859 $2,576,172 $8,430,724 $130,687
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