HERITAGE HOSPICE INC Charity Report

Public IRS 990 nonprofit record

HERITAGE HOSPICE INC

EIN 31-0988104 · Hospices (P74)

What they do

HERITAGE HOSPICE, INC. PROVIDES CARE and SUPPORT to ENHANCE THE QUALITY of LIFE IN THE FINAL STAGES of LIVING. SERVICES ARE PROVIDED to EMPOWER PATIENTS and FAMILIES to COPE, NOT ONLY WITH PHYSICAL SYMPTOMS, BUT ALSO WITH EMOTIONAL, SOCIAL, and SPIRITUAL CONCERNS THAT ACCOMPANY TERMINAL ILLNESS and ITS AFTERMATH, BEREAVEMENT. SPECIAL EMPHASIS is ON CONTROLLING THE PATIENTS PAIN and DISCOMFORT THROUGH CARE PROVIDED BY AN INTERDISCIPLINARY TEAM of PROFESSIONALS and TRAINED VOLUNTEERS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

86.42%of revenue went to mission work86.2% of expenses · Program services

0.33%of revenue went to fundraising0.3% of expenses

$100.28spent for every $100 of revenueSpending was higher than revenue this year.

13.53%of revenue went to management and office costs13.5% of expenses

$0.58in assets for every $1 spent this yearSome assets cannot be spent right away.

1.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $21,124 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $207,610 for REBECCA CHATHAM (MEDICAL DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,553,759

Mission workProgram services$6,527,79886.42% of revenue86.2% of expenses

ManagementOffice and general costs$1,022,03613.53% of revenue13.5% of expenses

FundraisingAsking for donations$25,0490.33% of revenue0.3% of expenses

Total expenses$7,574,883100.28% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 86.2% mission · 13.5% management · 0.3% fundraisingTotal expenses: 100.28% of revenue

2023Expense mix: 86.4% mission · 13.1% management · 0.4% fundraisingTotal expenses: 105.20% of revenue

2022Expense mix: 86.6% mission · 13.0% management · 0.5% fundraisingTotal expenses: 111.80% of revenue

2021Expense mix: 86.7% mission · 12.8% management · 0.5% fundraisingTotal expenses: 104.01% of revenue

2020Expense mix: 86.1% mission · 13.4% management · 0.5% fundraisingTotal expenses: 91.14% of revenue

2019Expense mix: 87.2% mission · 12.3% management · 0.4% fundraisingTotal expenses: 99.23% of revenue

2018Expense mix: 85.2% mission · 14.3% management · 0.5% fundraisingTotal expenses: 99.03% of revenue

2017Expense mix: 85.6% mission · 13.9% management · 0.5% fundraisingTotal expenses: 102.05% of revenue

Money in and money out

Revenue$7,553,759

Expenses$7,574,883

Annual shortfall $21,124 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$6,527,798 · 86.2% of expenses

Management and office costs$1,022,036 · 13.5% of expenses

Fundraising$25,049 · 0.3% of expenses

See all reported dollar amounts

Revenue$7,553,759

Expenses$7,574,883

Assets$4,400,155

Income$7,617,584

Contributions$78,447

Mission work (program services)$6,527,798

Fundraising$25,049

Management and general$1,022,036

Executive compensation (total)$503,200

Stocks and bonds$259,409

Accounting fees$77,010

Investing fees$20,343

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

REBECCA CHATHAMMEDICAL DIRECTOR · 40 hrs/week $207,610Base $183,730 · Other $23,880

JANELLE ROGERSEXECUTIVE DIRECTOR · 40 hrs/week $195,166Base $169,745 · Other $25,421

CHRISTINA CUMMINSDIRECTOR OF CLINICAL SERVI · 40 hrs/week $129,649Base $105,004 · Other $24,645

ANITA WHITAKERAPRN · 40 hrs/week $107,474Base $100,079 · Other $7,395

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (17)

REBECCA CHATHAMMEDICAL DIRECTOR

JANELLE ROGERSEXECUTIVE DIRECTOR

CHRISTINA CUMMINSDIRECTOR OF CLINICAL SERVI

ANITA WHITAKERAPRN

CHRIS DAVISDIRECTOR

DIANE MILLERDIRECTOR

DONNA POWELLVICE CHAIR

EMANUEL GRAYDIRECTOR

BRAD BETACKDIRECTOR

KIM DUNNDIRECTOR

MICHAEL DENNEYCHAIR

PATTI CHIDESTERSECRETARY

ANGELA RUEHSDIRECTOR

REBECCA LYNNTREASURER

SHELIA PADGETTDIRECTOR

SHIRLEY D METKERDIRECTOR

STEPHEN CLINEDIRECTOR

About this charity

Recognized since: January 1982
Location: PO BOX 1213, DANVILLE, KY 40423
County: Boyle
In care of: MATT BAKER
Primary officer: MATT BAKER, INTERIM EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(859) 236-2425

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: KERBAUGH RODES & BUTLER PLLC
NTEE classification: Hospices (P74)
IRS tax category: Hospices