Lovejoy Hospice Inc

Nonprofit profile at a glance

EIN
930813401
IRS 990 coverage
2010–2017
Forms available
Form 990 2017
Location
Central Point, OR, USA
Phone
5414741193
Rating
58
Verdict
MIXED
Rating confidence
Moderate
Sector
Hospices

Official website

Reported finances

Revenue
$193,897
Expenses
$786,941
Assets
$994,536
Liabilities
$1,465,820

Source: IRS Form 990. Selected filing: tax year 2017. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • KENDELL FERGUSON (Vice President)
  • STEVE WARE (President)

Highest reported compensation

  • DENEEN SILVA (Executive Direc): $180,162 total reported compensation
  • MARGARET CASLER (ADMIN MANAGER): $79,853 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2017. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Care and support of terminally ill patients and their families.

What it reported doing in 2017

The organization's primary exempt purpose is to provide care and support services to terminally ill patients and their families.Core services offered are nursing, Hospice Aides, social services, spiritual support, bereavement counseling, and volunteer services. The organization conducts public education efforts regarding the nature and benefits of hospice service and offers training and informational seminars to caregivers and professional providers of care services. Nurses provide physical assessment and monitoring services, as well as pain and symptom management services. They supervise Hospice Aides who assist with hygiene and grooming. Social workers provide psychosocial assessments and counseling services, and facilitate access to community resources to improve quality of life and assure patient safety. Staff and volunteer chaplains offer spiritual support to patients and families who desire it, and help them connect with community faith groups and clergy if they wish. Professional bereavement counseling is offered and group support programs are conducted for adults, teens and children. Volunteers perform a wide range of services for patients in their homes and in the agency's office. Volunteers provide pet assisted therapy and massage therapy.

Operating model

Revenue model
Earned-program. 96% 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 - The filed numbers largely add up and most voting board members are independent. A relatively small share of total spending goes to programs and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 47
  • Transparency & Controls: 71
  • Accountability: 84
  • Sustainability: 16
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 67.9%; rating input score 68
  • Program expense ratio: 14%; rating input score 14
  • Fundraising efficiency: $9.55 raised per $1 spent on fundraising; rating input score 40; 40th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 8 controls in place; rating input score 62
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -305.9%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 1.26; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 1.47; rating input score 3; 3rd percentile among comparable filings
  • Officer compensation ratio: 33%; rating input score 9; 9th percentile among comparable filings

Growth

  • Program expense growth: -24.1% per year; rating input score 0; 7th percentile among comparable filings
  • Revenue growth: -9.8% per year; rating input score 0; 10th percentile among comparable filings
  • Asset growth: -15% per year; rating input score 0; 7th percentile among comparable filings

Details

  • Where the money goes: 67.9% of revenue deployed · 14% of spending went to programs
  • Governance: 9 of 9 board members independent · 5 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $110K in reported program spending
  • Leadership: top reported pay $180K · 11 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 29 of 29 current checks pass
  • Schedules: 4 filed schedules · includes executive pay
  • Filing history: 8 filing years from 2010 to 2017
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • 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 — Financial Efficiency: Program expense ratio scored 14/100.
  • Moderate — Financial Efficiency: Fundraising efficiency scored 40/100.
  • Review — Accountability: Governance controls: 2 of 7 not reported.
  • High — Sustainability: Operating margin scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • High — Sustainability: Liabilities to assets ratio scored 3/100.
  • High — Sustainability: Officer compensation ratio scored 9/100.