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HERITAGE HOSPICE, INC.

Company Details

Name: HERITAGE HOSPICE, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 04 Jun 1980 (45 years ago)
Organization Date: 04 Jun 1980 (45 years ago)
Last Annual Report: 07 Nov 2024 (4 months ago)
Organization Number: 0147219
Industry: Health Services
Number of Employees: Medium (20-99)
ZIP code: 40422
City: Danville
Primary County: Boyle County
Principal Office: P. O. BOX 1213, DANVILLE, KY 40422
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE HOSPICE, INC. 401K PROFIT SHARING PLAN 2023 310988104 2024-07-25 HERITAGE HOSPICE, INC. 49
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 404231213

Signature of

Role Plan administrator
Date 2024-07-25
Name of individual signing JANELLE (WHEELER) ROGERS
Valid signature Filed with authorized/valid electronic signature
HERITAGE HOSPICE, INC. 401K PROFIT SHARING PLAN 2022 310988104 2023-07-24 HERITAGE HOSPICE, INC. 52
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 404231213

Signature of

Role Plan administrator
Date 2023-07-24
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
HERITAGE HOSPICE, INC. 401K PROFIT SHARING PLAN 2021 310988104 2022-07-21 HERITAGE HOSPICE, INC. 54
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 404231213

Signature of

Role Plan administrator
Date 2022-07-21
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
HERITAGE HOSPICE, INC. 401K PROFIT SHARING PLAN 2020 310988104 2021-07-29 HERITAGE HOSPICE, INC. 53
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 404231213

Signature of

Role Plan administrator
Date 2021-07-27
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
HERITAGE HOSPICE, INC. 401K PROFIT SHARING PLAN 2019 310988104 2020-07-28 HERITAGE HOSPICE, INC. 57
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 404231213

Signature of

Role Plan administrator
Date 2020-07-28
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
HERITAGE HOSPICE, INC. 401K PROFIT SHARING PLAN 2018 310988104 2019-07-25 HERITAGE HOSPICE, INC. 53
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 404231213

Signature of

Role Plan administrator
Date 2019-07-24
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
HERITAGE HOSPICE, INC. 401K PROFIT SHARING PLAN 2017 310988104 2018-07-26 HERITAGE HOSPICE, INC. 54
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 404231213

Signature of

Role Plan administrator
Date 2018-07-26
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
HERITAGE HOSPICE, INC. 401K PROFIT SHARING PLAN 2016 310988104 2017-07-28 HERITAGE HOSPICE, INC. 53
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 404231213

Signature of

Role Plan administrator
Date 2017-07-28
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
HERITAGE HOSPICE, INC. 401K PROFIT SHARING PLAN 2015 310988104 2016-07-22 HERITAGE HOSPICE, INC. 51
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2016-07-22
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
HERITAGE HOSPICE, INC. 401K PROFIT SHARING PLAN 2014 310988104 2015-07-24 HERITAGE HOSPICE, INC. 51
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2015-07-24
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/16/20140716141451P040013922479001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2014-07-16
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/23/20130723151518P040015224130004.pdf
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 40422

Signature of

Role Plan administrator
Date 2013-07-22
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/30/20120730154423P040018660818001.pdf
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 40422

Plan administrator’s name and address

Administrator’s EIN 310988104
Plan administrator’s name HERITAGE HOSPICE, INC.
Plan administrator’s address P.O. BOX 1213, DANVILLE, KY, 40422
Administrator’s telephone number 8592362425

Signature of

Role Plan administrator
Date 2012-07-26
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/21/20110721131952P040014819346004.pdf
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 40422

Plan administrator’s name and address

Administrator’s EIN 310988104
Plan administrator’s name HERITAGE HOSPICE, INC.
Plan administrator’s address P.O. BOX 1213, DANVILLE, KY, 40422
Administrator’s telephone number 8592362425

Signature of

Role Plan administrator
Date 2011-07-21
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/30/20100730081645P040407953857006.pdf
Three-digit plan number (PN) 002
Effective date of plan 2001-04-01
Business code 621610
Sponsor’s telephone number 8592362425
Plan sponsor’s address P.O. BOX 1213, DANVILLE, KY, 40422

Plan administrator’s name and address

Administrator’s EIN 310988104
Plan administrator’s name HERITAGE HOSPICE, INC.
Plan administrator’s address P.O. BOX 1213, DANVILLE, KY, 40422
Administrator’s telephone number 8592362425

Signature of

Role Plan administrator
Date 2010-07-30
Name of individual signing JANELLE WHEELER
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
ROBERT BATEMAN, M.D. Director
LOUISE ROBINSON Director
SHIRLEY FEESE Director
MARY HUGHES BIRDSEYE Director
NANCY CALDWELL Director
Brad Betack Director
Emanuel Gray Director
Chris Davis Director
Shirley Metker Director
Diane Miller Director

Incorporator

Name Role
ROBERT BATEMAN, M.D. Incorporator

Registered Agent

Name Role
JANELLE ROGERS Registered Agent

President

Name Role
Michael Denney President

Treasurer

Name Role
Rebecca Lynn Treasurer

Vice President

Name Role
Donna Powell Vice President

Secretary

Name Role
Patti Chidester Secretary

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Charitable Gaming EXE0000534 Exempt Organization Active - - - - Danville, BOYLE, KY

Former Company Names

Name Action
HOSPICE OF BOYLE COUNTY, INCORPORATED Old Name

Assumed Names

Name Status Expiration Date
HERITAGE PALLIATIVE CARE SERVICES Inactive 2023-07-10

Filings

Name File Date
Annual Report Amendment 2024-11-07
Annual Report Amendment 2024-06-24
Registered Agent name/address change 2024-06-24
Annual Report Amendment 2024-02-29
Annual Report 2024-02-28
Annual Report 2023-03-15
Annual Report 2022-03-09
Annual Report 2021-02-11
Annual Report 2020-03-09
Annual Report 2019-05-31

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
31-0988104 Corporation Unconditional Exemption PO BOX 1213, DANVILLE, KY, 40423-1213 1982-06
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-06
Asset 1,000,000 to 4,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 4151022
Income Amount 7174526
Form 990 Revenue Amount 7116056
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name HERITAGE HOSPICE INC
EIN 31-0988104
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE HOSPICE INC
EIN 31-0988104
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE HOSPICE INC
EIN 31-0988104
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE HOSPICE INC
EIN 31-0988104
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE HOSPICE INC
EIN 31-0988104
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE HOSPICE INC
EIN 31-0988104
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE HOSPICE INC
EIN 31-0988104
Tax Period 201606
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5294497009 2020-04-05 0457 PPP 120 ENTERPRISE DR, DANVILLE, KY, 40422-1870
Loan Status Date 2021-01-21
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 483700
Loan Approval Amount (current) 483700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 26960
Servicing Lender Name The Farmers National Bank of Danville
Servicing Lender Address 304 W Main St, DANVILLE, KY, 40422-1814
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address DANVILLE, BOYLE, KY, 40422-1870
Project Congressional District KY-01
Number of Employees 53
NAICS code 621610
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 26960
Originating Lender Name The Farmers National Bank of Danville
Originating Lender Address DANVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 486400.66
Forgiveness Paid Date 2020-11-03

Sources: Kentucky Secretary of State