HOSPICE FOUNDATION OF JEFFERSON CO… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

ANNA PATTERSON

Phone

3157887323

Tax Period

2023-10-01 to 2024-09-30

HOSPICE FOUNDATION OF JEFFERSON COUNTY INC, founded in 1993, is a small nonprofit in the Human Services sector that reported $790K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 58% operating deficit.

Mission

TO ENSURE THAT HOSPICE SERVICES REMAIN STRONG AND FISCALLY VIABLE TO SERVE AS AN INTEGRAL COMPONENT OF OUR COMMUNITY'S HEALTHCARE DELIVERY SYSTEM.

Program Service Accomplishments

Program 1

Expenses: $815,919

SOLICITING, RECEIVING, AND ACKNOWLEDGING ALL FORMS OF CHARITABLE GIFTS FROM INDIVIDUALS, ORGANIZATIONS AND FOUNDATIONS VIA FUNDRAISING EVENTS AND MAIL SOLICITATIONS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $572,741

Program Service Revenue $0

Investment Income $165,952

Other Revenue $50,890

TOTAL REVENUE $789,583

Expense Breakdown

Grants Paid $520,000

Salaries & Benefits $182,301

Fundraising Expenses $182,301

Program Expenses $815,919

Other Expenses $543,067

TOTAL EXPENSES $1,245,368

Year-over-Year Comparison

	2023	2022	Change
Revenue	$789,583	$1,063,137	-0.3%
Expenses	$1,245,368	$1,291,217	0.0%
Net Income	$-455,785	$-228,080	+1.0%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$157,717

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL AHLGRIM	SECRETARY	1.00	Officer Director	$0	$0	$0
DANA KEEFER	TREASURER	1.00	Officer Director	$0	$0	$0
BRYON PERRY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN ASTAFAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN ASHLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
BUNNY GORMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
PENNY MCCREA	BOARD MEMBER	1.00	Director	$0	$0	$0
STACY SPAZIANI	BOARD MEMBER	1.00	Director	$0	$0	$0
EMILY SPRAGUE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINA STONE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVEN YELLE	BOARD MEMBER	1.00	Director	$0	$0	$0
MAUREEN CEAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID KELLOGG THROUGH 09-2024	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANA WOODHOUSE THROUGH 10-2023	CHIEF EXECUTIVE OFFICER	20.00	Officer	$0	$363	$9,664
ANNA PATTERSON BEGINNING 10-2023	CHIEF EXECUTIVE OFFICER	20.00	Officer	$0	$8,250	$123,250
MICHELE RICTER THROUGH 02-2024	DIRECTOR OF FINANCE	10.00	Officer	$0	$0	$16,253
LAURIE HULBERT BEGINNING 02-2024	DIRECTOR OF FINANCE	10.00	Officer	$0	$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	$789,583	$1,245,368	$8,167,501	$-455,785
2023	$1,063,137	$1,291,217	$9,484,927	$-228,080
2022	$1,132,061	$909,652	$8,511,357	$222,409
2021	$1,039,297	$700,277	$8,857,328	$339,020
2020	$511,076	$682,926	$8,255,978	$-171,850
2019	$1,030,314	$693,643	$8,327,340	$336,671
2018	$716,185	$539,599	$7,868,984	$176,586

HOSPICE FOUNDATION OF JEFFERSON COUNTY INC