Bristol Home Care and Hospice Agency Inc

Nonprofit profile at a glance

EIN
821663577
IRS 990 coverage
2017–2023
Forms available
Form 990 2023
Location
Bristol, CT, USA
Phone
8605853000
Rating
57
Verdict
MIXED
Rating confidence
Moderate
Sector
Home Health Care

Official website

Reported finances

Revenue
$6,763,164
Expenses
$6,086,991
Assets
$832,681
Liabilities
$1,592,135

Source: IRS Form 990. Selected filing: tax year 2023. Amounts in USD.

Leadership & pay

13 people listed

Executive titles in this filing

  • KURT BARWIS (PRESIDENT & CEO)

Highest reported compensation

  • KURT BARWIS (PRESIDENT & CEO): $687,770 total reported compensation
  • CHRISTINE LAPRISE (DIRECTOR): $283,633 total reported compensation
  • NANCY LAMONICA (DIRECTOR (UNTIL 2/24)): $247,459 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2023. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Bristol home care and hospice is committed to providing the highest quality of care to patients using the current standards of practice, with a focus on education, prevention and supporting a safe home environment. The clinical staff will provide services in accordance with state and federal regulations. Bristol home care and hospice agency follows bristol hospital's organizational values of ceo (communication, empathy, and ownership).

What it reported doing in 2023

Founded on the premise that most patients would prefer to recuperate at home amidst the warmth and support of family, the applicant's home care agency employs skilled nurses, therapists, social workers, aides and other health providers to provide home care to the greater bristol residents. All care is coordinated by skilled nurses with a wide range of expertise, including cardiac care, wound care, palliative care and chronic disease management. The applicant's nursing staff, working with the attending physician and other health care team members, develop a personalized plan of care for each patient, designed to optimize recovery and avoid unnecessary hospitalization. Home care services include:- skilled nursing,- private duty aide services,- palliative care,- occupational therapy,- speech and language pathology services,- medical social services, - nutritional counseling,- certified wound care; and- lifeline emergency call system.the organization's hospice program provides care and support to persons with life-ending illnesses. The applicant primarily provides hospice care in home settings, but also in skilled nursing facilities and, where medically appropriate, in hospitals. Hospice care is provided by an interdisciplinary team of professionals and volunteers working together to care for the patient's physical, psychological, social and spiritual needs. Available services include:- medical care focused on patient comfort,- pain management and symptom control.

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 60
  • Accountability: 44
  • Sustainability: 34
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 68.9%; rating input score 69
  • Program expense ratio: 76.6%; rating input score 77
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 20%; rating input score 20; 6th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 10%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 0.14; rating input score 4; 4th percentile among comparable filings
  • Liabilities to assets ratio: 1.91; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 14.3%; rating input score 18; 18th percentile among comparable filings

Growth

  • Program expense growth: -2.7% per year; rating input score 0; 9th percentile among comparable filings
  • Revenue growth: 21.4% per year; rating input score 100; 89th percentile among comparable filings
  • Asset growth: 2.3% per year; rating input score 100; 22nd percentile among comparable filings

Details

  • Where the money goes: 68.9% of revenue deployed · 76.6% of spending went to programs
  • Governance: 1 of 5 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $4.7M in reported program spending
  • Leadership: top reported pay $688K · 13 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 28 of 28 current checks pass
  • Schedules: 5 filed schedules · includes executive pay
  • Filing history: 7 filing years from 2017 to 2023
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 6 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Accountability: Independent voting board scored 20/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 4/100.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • High — Sustainability: Officer compensation ratio scored 18/100.