PO Box 1213
120 Enterprise Drive
Danville KY 40423
Contact Information
Address PO Box 1213
120 Enterprise Drive
Danville, KY 40423
Phone (859) 236-2425
Fax 859 236-6152
Contact Name Matt Baker
At A Glance
IRS Ruling Year 1980
Former Names
Hospice of Boyle County
Other ways to donate, support, or volunteer Heritage Hospice appreciates support through memorial donations, memory brick purchases and welcomes new volunteers to provide respite for caregivers and perform clerical work in the office.
Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Mission Statement
Heritage Hospice, Inc. provides compassionate care for patients and families during the journey through life-limiting illness.
The vision of Heritage Hospice is to be the community leader providing end of life care and education in our service area.
The Mission and Vision of the organization is supported by Core Values encompassing:
C - Compassionate Competent Care
A - Accountability
R - Respect
I - Integrity
N - Nationally Recognized Best Practices
G - Growth through Service
Background Statement
Heritage Hospice began as a volunteer organization by a group of dedicated individuals who wanted to bring quality end of life care to the area. The first patient was admitted in 1979.
Heritage Hospice is a private non-profit organization that is governed by a volunteer board of directors representing the four county service area. The organization is a member of the National Hospice and Palliative Care Organization, the Kentucky Hospice Network, is certified by Medicare and Medicaid and is licensed by the Commonwealth of Kentucky. Heritage Hospice serves currently 95 patients per day.
Heritage Hospice provides care and support for the physical, psychosocial and spiritual needs of the terminally ill and their families. An interdisciplinary group of professionals and trained volunteers are assembled to care for the patient and volunteers.  Members of the interdisciplinary group include but are not limited to the patients physician, hospice medical director, registered nurses, hospice aides, social workers, counselors, chaplains and trained volunteers. Physical therapists, occupational therapists, speech language pathologist and registered dieticians are also available. 
Impact Statement
Heritage Hospice, Inc. has had the privilege to serve more than 500 patients during fiscal year 2011-2012. It is through an increase in awareness activities and a continued commitment to excellence and quality that more people are choosing hospice.
In an effort to prepare for future growth and development, approximately 11 acres of land was purchased with the goal to build an inpatient compassionate care center. The center would be designed with a home like atmosphere for patients needing acute management of pain and symptoms. It would also give an option to those who prefer another option of location in their final moments.
Needs Statement
The primary area of concern for Heritage Hospice is securing adequate resources to support unfunded or partially funded programs and services. As funding from primary pay sources remains challenged with anticipated and actual cuts, it becomes more difficult to provide the programs and services that have been accustomed when receiving hospice care. Those donating to Heritage Hospice are invited to specify where they would like for their gifts to be designated. Options are always available depending on the donors area of interest.
CEO/Executive Director Statement
Heritage Hospice, Inc. has had the privilege of serving patients and families in Boyle, Garrard, Lincoln and Mercer Counties since 1979. More than 5,800 patients and families have been served.
I have had an unique opportunity to see hospice from not only the side of the professional/caregiver but to also have had the experience of receiving the benefits with several close family members and friends.  Hearing the word "hospice" is never easy. No matter who you are or the experience you may have, it is always difficult. Having  hospice care with my father, sister-in-law and three aunts, was as many families have communicated to me, invaluable. The support that is given, the attention to detail, the reassuring word in the middle of night is just amazing. We could have provide the care needed without the support of the hospice team and, thankfully, we did not have to.
I often hear from those we serve, "we could not have done it with you." I have found this to be very humbling from a professional side and very true from a personal side. Hospice is a wonderful gift to our community and to those we serve.
Board Chair Statement Serving as a Board Member and Chair of the Heritage Hospice Board of Directors has been wonderful experience for me. I never realized how much this organization did for the patients, caregivers and families until I attended a Memorial Celebration.  I realized that during the time of need and comfort,  the employees of hospice had actually bonded with these families.  Their love for each other was truly an awakening experience.
Hospice is faced with challenges with the ever changing health care reimbursement system. As we continue to move to the future, it is my goal that we continue to provide quality service and care to those who are faced with a life limiting illness while remaining financially sound.
 We hope to provide inpatient hospice care in the near future. I think this addition to hospice services will provide patients and families in the area with a place, filled with warmth, care and compassion, during a time that is difficult and often uncertain.  It is my goal to have this project begin  and hopefully completed in the next couple of years.
 It is a pleasure to serve at Heritage Hospice and I hope that you will join me in making this goal possible.
Service Categories
Secondary Organization Category Human Services / Hospice
Tertiary Organization Category Mental Health & Crisis Intervention / Counseling
Geographic Areas Served
Boyle County
Lincoln County
Garrard County
Mercer County
Board Chair
Board Chair Mr, Ken Thomas
Company Affiliation Whitaker Bank
Term July 2014 to June 2016
Board Members
Ms. Judy AdamsretiredVoting
Arnie AkersFirst Southern National BankVoting
David ArnoldDavid ArnoldVoting
Vickie BottomsWhitaker Bank area president in MercerVoting
Don CarneyretiredVoting
Michael DennyLancaster Presbyterian Church pastorVoting
Douglas GreenburgattorneyVoting
Traci HatfieldFarmers National BankVoting
Carol LongCarol LongVoting
Dr. David OverstreetPhysicianVoting
Mrs. Donna M. PowellCounty governmentVoting
Paul PurcellGarrard County SchoolsVoting
Debbie SebastianTravel LeadersVoting
Joyce Ann SmileyretiredVoting
Candice SmithUTGVoting
Darren TaulLancaster Veterinary CenterVoting
Angela ToddInsurance agency ownerVoting
Mrs. N. Janelle Wheeler LCSW,ACHP-SWHeritage Hospice, Inc.Voting
Board Demographics - Ethnicity. Add number
Asian American/Pacific Islander 0
Caucasian 14
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 7
Female 7
Unspecified 0
Board Term Lengths 2
Board Term Limits 3
Board Meeting Attendance % 77%
Written Board Selection Criteria? No
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 71%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation No
Number of Full Board Meetings Annually 6
Board Co-Chair
Term July to July
Standing Committees
Advisory Board / Advisory Council
Additional Board Members and Affiliations
Mr. Joe Brownretired
Jennifer CochranFarmers National Bank
Dickie Cooperretired
Ms. Linda Dunnretired
Mr. Tom Ellisretired
Mr. Jamey GayCentre College
Ms. Jessica Spurlin Graham
Ms. Kerry Jones
Mr. Tommy McGirrretired
Gina MeadeFirst Southern National Bank
Ms. Jami Oaks
Ms. Jennifer Reedretired
Tonya SchroederAlexander and Royalty Funeral Home
CEO/Executive Director
Executive Director Mrs. N. Janelle Wheeler LCSW, ACHP-SW
Term Start Mar 1991
Email jwheeler@heritagehospice.com
I began at Heritage Hospice, Inc., March of 1991 serving as Director of Social Services. I was named interim executive director December 1997 and executive director, March 1998.
My professional experience began while completing my MSW from the University of Kentucky in the mid-80's. I began my career working in the field of domestic violence. I later began working as a medical social worker in Lexington. After approximately serving 2  years as a medical social worker in Lexington, I moved to Cincinnati where I served as a medical oncology social worker working with cancer and bone marrow transplantation patients.
I am a licensed clinical social worker and hold the advance certified hospice and palliative care social worker certification.
I presently serve as President of the Kentucky Association of Hospice and Palliative Care and serve as a member of the Kentucky Hospice Network. I am also a member of the National Hospice and Palliative Care Association and the Danville Rotary Club.
Full Time Staff 50
Part Time Staff 7
Volunteers 124
Contractors 2
Retention Rate 97%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 50
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 5
Female 45
Unspecified 0
Former CEOs
Mr. Andy Baker M/Div- Dec 1997
Senior Staff
Title Director of Business Operations
Title Director of Clinical Services
Title Director of Financial and Administrative Services
Title Director of Volunteer Services
Title Medical Director
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Transistions is a pre-hospice program made available to persons who have a limited life expectancy of about one year. Those receiving care may be receiving aggressive curative treatments while receiving psychosocial and volunteer support.
The model of care for Transitions in non medical. Licensed social workers provide counseling, information and resource development for Transitions clients. Additional support is offered to the client by trained volunteers.
Budget 25,000
Program Comments
CEO Comments
Transitions is funded by donations from Heart of Kentucky United Way and donations. Continued support of the program is challenged by current economic conditions of our community. Funding has been decreased annually for the past few years presenting challenges for continuation of the program.
Plans & Policies
Organization has a Fundraising Plan? No
Organization has a Strategic Plan? Under Development
Years Strategic Plan Considers 5
Management Succession Plan? Under Development
Organization Policy and Procedures Under Development
Nondiscrimination Policy Under Development
Whistleblower Policy No
Document Destruction Policy No
External Assessments and Accreditations
Centers for Medicare and Medicaid Services (U.S. Department of Health and Human Services) - Clinical Laboratory Improvement Amendments Accreditation1988
Government Licenses
Is your organization licensed by the Government? Yes
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start July 01, 2017
Fiscal Year End June 30, 2018
Projected Revenue $4,275,000.00
Projected Expenses $4,053,858.00
Endowment Value $160,430.00
Spending Policy N/A
Detailed Financials
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201720162015
Total Revenue$5,566,690$5,025,984$5,456,934
Total Expenses$5,410,785$5,530,963$5,592,926
Revenue Less Expenses$155,905($504,979)($135,992)
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201720162015
Foundation and
Corporation Contributions
Government Contributions$2,080$0$0
Individual Contributions$75,956$66,075$71,527
Investment Income, Net of Losses$10,283$10,405$9,772
Membership Dues--$0--
Special Events$20,683$45,028$54,498
Revenue In-Kind--$0--
Expense Allocation
Fiscal Year201720162015
Program Expense$4,699,155$4,599,044$4,683,324
Administration Expense$687,317$898,270$876,823
Fundraising Expense$24,313$33,649$32,782
Payments to Affiliates------
Total Revenue/Total Expenses1.030.910.98
Program Expense/Total Expenses87%83%84%
Fundraising Expense/Contributed Revenue------
Assets and Liabilities
Fiscal Year201720162015
Total Assets$5,342,465$5,238,809$5,768,838
Current Assets$2,982,275$2,802,556$3,274,175
Long-Term Liabilities--$0--
Current Liabilities--$439,095$473,402
Total Net Assets$4,958,388$4,799,714$5,295,436
Form 990s
2017 2017 990 Part 1
2017 2017 Part 2
2016 Form 990
2015 990 2015
2014 990
2014 990
2013 990
2013 990 2013
2012 990
2011 990
2010 990
2009 990
2008 990
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? No
State Registration Yes
Address PO Box 1213
120 Enterprise Drive
Danville, KY 40423
Primary Phone 859 236-2425
CEO/Executive Director Mrs. N. Janelle Wheeler LCSW, ACHP-SW
Board Chair Mr, Ken Thomas
Board Chair Company Affiliation Whitaker Bank