HOPE HOSPICE AND COMMUNITY SERVICES INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOPE HOSPICE AND COMMUNITY SERVICES INC (EIN 59-2128697)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-05-14
- IRS object ID
- 202431359349312938
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T18:16:01+00:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Las Olas Blvd Suite 1100 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333014230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592128697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPE HOSPICE AND COMMUNITY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOPE | BusinessNameControlTxt |
| Phone | 8138718111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12470 Telecom Drive Suite 301 | AddressLine1Txt |
| City | Temple Terrace | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33637 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew Molosky | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Todd | PersonFirstNm |
| Person Last | Webb | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brittney Kocaj | PreparerPersonNm |
| PTIN | P01320603 | PTIN |
| Phone | 9542028600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew Molosky | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12470 Telecom Drive Suite 301 | AddressLine1Txt |
| City | Temple Terrace | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33637 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $156,696,915 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | chaptershealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | Provides hospice and palliative care services that relieve the suffering of persons residing in its communities affected by life-limiting illnesses and end-of-life issues so all may live as fully as possible. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1118 | TotalEmployeeCnt |
| Total Volunteers | 640 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,223,401 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,548,199 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $129,051,631 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $124,161,880 | CYProgramServiceRevenueAmt |
| PY Investment Income | $649,149 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,399,115 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$44,794 | PYOtherRevenueAmt |
| CY Other Revenue | $373,912 | CYOtherRevenueAmt |
| PY Total Revenue | $137,879,387 | PYTotalRevenueAmt |
| CY Total Revenue | $134,483,106 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $77,497,609 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $70,234,780 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,025,311 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,484,737 | PYOtherExpensesAmt |
| CY Other Expenses | $67,869,527 | CYOtherExpensesAmt |
| PY Total Expenses | $145,982,346 | PYTotalExpensesAmt |
| CY Total Expenses | $138,104,307 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,102,959 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,621,201 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $87,257,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,388,210 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $33,913,355 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,730,557 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $53,344,518 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,657,653 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Hope Hospice and Community Services, Inc. ("Hope") provides hospice services that relieve the suffering of persons residing in its communities affected by life-limiting illnesses and end-of-life issues so all may live as fully and comfortably as possible. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $82,202,878 | ExpenseAmt |
| Revenue | $73,828,307 | RevenueAmt |
| Desc | THE ORGANIZATION PROVIDES A FULL RANGE OF MEDICAL AND SUPPORTIVE SERVICES TO INDIVIDUALS AND THEIR FAMILIES FACING A CRISIS OF TERMINAL ILLNESS. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO CUSTOMIZED TREATMENT PROGRAMS, COMFORT AND PAIN MANAGEMENT, REGULARLY SCHEDULED VISITS FROM NURSES WHO SPECIALIZE IN THE RECOGNITION AND TREATMENT OF PAIN, 24/7 ON CALL SERVICES, COUNSELING FOR FAMILY MEMBERS, CHILDREN'S BEREAVEMENT PROGRAM. CARE SERVICES ARE PROVIDED AT HOME, IN ASSISTED LIVING AND NURSING HOME ENVIRONMENTS, OR IN HOSPICE CARE CENTERS. IN FY23, Hope SERVED 5,783 PATIENTS IN ITS COMMUNITIES AND MAINTAINS 83.6% MARKET SHARE IN THE COUNTIES IT SERVES. THE COMPANY HAS 640 TRAINED VOLUNTEERS WHOSE DONATED TIME IS VALUED AT $733,589. HOPE PROVIDED $480,000 IN CHARITY CARE IN FY23. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $44,581,881 | ExpenseAmt |
| Revenue | $50,333,573 | RevenueAmt |
| Desc | PLEASE REFER TO SCHEDULE O FOR INFORMATION REGARDING HOPE HOSPICE'S PACE PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $126,784,759 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 288 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1118 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Todd Webb | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8138718111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12470 Telecom Drive Suite 301 | AddressLine1Txt |
| City | Temple Terrace | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33637 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Andrew Molosky | |||||||||
| President/Chief Executive Officer (Starting 3/1/2023) | 2.0 | 52.0 | Yes (X) | Yes (X) | $0 | $1,502,847 | $734,556 | ||
| Bo Turbeville | |||||||||
| Past Chair | 2.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Charles Idelson | |||||||||
| Chair | 2.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CHARLES O LEE | |||||||||
| CHIEF ADMINSTRATIVE OFFICER (STARTING 3/1/2023) | 2.0 | 52.0 | Yes (X) | Yes (X) | $0 | $723,863 | $121,094 | ||
| Jerry F Nichols | |||||||||
| Treasurer (through 9/2023) | 2.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Samira Beckwith | |||||||||
| PRESIDENT/CEO | 55.0 | 5.0 | Yes (X) | Yes (X) | $619,105 | $0 | $43,285 | ||
| Sandy Stilwell Youngquist | |||||||||
| Secretary | 2.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TODD A WEBB | |||||||||
| CHIEF FINANCIAL OFFICER (STARTING 3/1/2023) | 2.0 | 53.0 | Yes (X) | Yes (X) | $0 | $452,733 | $112,408 | ||
| West McCann | |||||||||
| Vice Chair | 2.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joe Gammons | |||||||||
| Director (through 9/2023) | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Lori Shaffer | |||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Tim Halverson | |||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Tom Giles | |||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Trudi Williams | |||||||||
| Director | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Adam Stanfield | |||||||||
| VICE PRESIDENT-FOUNDATION (STARTING 3/1/2023) | 2.0 | 42.0 | Yes (X) | $0 | $253,254 | $29,097 | |||
| Jill Lampley | |||||||||
| CHIEF FINANCIAL OFFICER | 45.0 | 5.0 | Yes (X) | $289,355 | $0 | $23,176 | |||
| Nicole Romence | |||||||||
| CHIEF PEOPLE OFFICER (STARTING 3/1/2023) | 2.0 | 52.0 | Yes (X) | $0 | $325,861 | $148,471 | |||
| Paola Delp | |||||||||
| CHIEF BUSINESS DEVELOPMENT OFFICER (STARTING 3/1/2023) | 2.0 | 52.0 | Yes (X) | $0 | $701,038 | $260,652 | |||
| RHONDA G WHITE | |||||||||
| CHIEF OPERATING OFFICER (STARTING 3/1/2023) | 2.0 | 54.0 | Yes (X) | $0 | $468,191 | $117,104 | |||
| Sheri Anne Strobel Amateau | |||||||||
| Chief Information Officer (STARTING 3/1/2023) | 2.0 | 52.0 | Yes (X) | $0 | $319,720 | $136,205 | |||
| Tara Friedman | |||||||||
| CHIEF MEDICAL OFFICER (STARTING 3/1/2023) | 2.0 | 52.0 | Yes (X) | $0 | $168,961 | $5,699 | |||
| Valerie Zolman | |||||||||
| CHIEF COMPLIANCE OFFICER (STARTING 3/1/2023) | 2.0 | 52.0 | Yes (X) | $0 | $288,032 | $71,227 | |||
| AMY OBJARTEL | |||||||||
| CHIEF MISSION SUPPORT | 40.0 | 0 | $189,315 | $0 | $33,913 | Yes (X) | |||
| Bridget Montana | |||||||||
| Chief Operating Officer | 40.0 | 0 | $268,261 | $0 | $12,042 | Yes (X) | |||
| Charlotte King | |||||||||
| CHIEF HUMAN RESOURCES | 40.0 | 0 | $281,989 | $0 | $43,018 | Yes (X) | |||
| DENISE ANDERSON | |||||||||
| CHIEF COMPLIANCE OFFICER | 40.0 | 0 | $221,910 | $0 | $26,278 | Yes (X) | |||
| JOHN RIVERA | |||||||||
| CHIEF INFORMATION OFFICER | 40.0 | 0 | $182,346 | $0 | $33,599 | Yes (X) | |||
| LIZBETH BENACQUISTO | |||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 0 | $157,489 | $0 | $16,310 | Yes (X) | |||
| LUIS CORTES SANTIAGO | |||||||||
| CHIEF MEDICAL SERVICES | 40.0 | 0 | $320,412 | $0 | $49,460 | Yes (X) | |||
| ROXANNE RILEY | |||||||||
| VP OF ORGANIZATIONAL EXCELLENCE | 40.0 | 5.0 | $196,114 | $0 | $24,112 | Yes (X) | |||
| Ahmed Hassan | |||||||||
| HOSPICE PHYSICIAN | 40.0 | 0 | $284,917 | $0 | $12,299 | Yes (X) | |||
| Bakthavatsalam VARDHINI | |||||||||
| HOSPICE PHYSICIAN | 40.0 | 0 | $276,154 | $0 | $45,517 | Yes (X) | |||
| ROBIN ROSS | |||||||||
| PACE MEDICAL DIRECTOR | 40.0 | 0 | $257,712 | $0 | $54,549 | Yes (X) | |||
| Sheeja Kanacheril | |||||||||
| HOSPICE PHYSICIAN | 40.0 | 0 | $259,308 | $0 | $56,806 | Yes (X) | |||
| Susan Krieger | |||||||||
| Hospice Physician | 40.0 | 0 | $272,625 | $0 | $42,130 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,077,012 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,204,499 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,253,007 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 75 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Lee Memorial Health System | |||||
| PO Box 150107 | Cape Coral | FL | 339150107 | Health Care Provider | $5,758,339 |
| NetSmart Technologies | |||||
| PO Box 713519 | Philadelphia | PA | 19171 | Medical Record / AR Collections | $1,615,343 |
| Lehigh Acres Health & Rehabilitation | |||||
| 1550 Lee Blvd | Lehigh Acres | FL | 33936 | Skilled Nursing Facility | $1,187,050 |
| Comfort Keepers | |||||
| 12480 Brantley Commons Ct | Fort Myers | FL | 33907 | Home HealthCare Services | $1,105,306 |
| JBM Healthcare LLC dba Executive Care | |||||
| 16325 S Tamiami Trail | Fort Myers | FL | 33908 | Staffing Services | $987,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 74 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $43,783 | FundraisingAmt |
| Government Grants | $358,792 | GovernmentGrantsAmt |
| All Other Contributions | $5,145,624 | AllOtherContributionsAmt |
| Noncash Contributions | $2,355,806 | NoncashContributionsAmt |
| Total Contributions | $5,548,199 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Hospice Patient Services | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $124,161,880 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,161,880 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $124,161,880 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $865,250 | TotalRevenueColumnAmt |
| Exclusion | $865,250 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,921,188 | SecuritiesAmt |
| Other | $2,813,167 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,861,234 | SecuritiesAmt |
| Other | $5,339,256 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,059,954 | SecuritiesAmt |
| Other | -$2,526,089 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,533,865 | TotalRevenueColumnAmt |
| Exclusion | $3,533,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $43,783 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $13,319 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181 | TotalRevenueColumnAmt |
| Exclusion | $181 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Food Services Income | 722210 | $13,688 | $13,688 |
| Miscellaneous Income | 900099 | $360,043 | $360,043 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $373,731 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,483,106 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $124,161,880 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,773,027 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,671,988 | TotalAmt |
| Program Services | $3,309,127 | ProgramServicesAmt |
| Management And General | $288,667 | ManagementAndGeneralAmt |
| Fundraising | $74,194 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,800 | TotalAmt |
| Program Services | $114,270 | ProgramServicesAmt |
| Management And General | $9,968 | ManagementAndGeneralAmt |
| Fundraising | $2,562 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,415,088 | TotalAmt |
| Program Services | $46,334,328 | ProgramServicesAmt |
| Management And General | $4,041,902 | ManagementAndGeneralAmt |
| Fundraising | $1,038,858 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $864,631 | TotalAmt |
| Program Services | $808,634 | ProgramServicesAmt |
| Management And General | $34,240 | ManagementAndGeneralAmt |
| Fundraising | $21,757 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,342,424 | TotalAmt |
| Program Services | $9,951,771 | ProgramServicesAmt |
| Management And General | $202,997 | ManagementAndGeneralAmt |
| Fundraising | $187,656 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,813,849 | TotalAmt |
| Program Services | $3,448,789 | ProgramServicesAmt |
| Management And General | $291,486 | ManagementAndGeneralAmt |
| Fundraising | $73,574 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,746 | TotalAmt |
| Program Services | $321,860 | ProgramServicesAmt |
| Management And General | $26,886 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,355 | TotalAmt |
| Program Services | $76,929 | ProgramServicesAmt |
| Management And General | $6,426 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,705 | TotalAmt |
| Program Services | $155,699 | ProgramServicesAmt |
| Management And General | $13,006 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,162,520 | TotalAmt |
| Program Services | $11,274,247 | ProgramServicesAmt |
| Management And General | $566,780 | ManagementAndGeneralAmt |
| Fundraising | $321,493 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,837 | TotalAmt |
| Program Services | $208,804 | ProgramServicesAmt |
| Management And General | $10,456 | ManagementAndGeneralAmt |
| Fundraising | $4,577 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,408,440 | TotalAmt |
| Program Services | $1,283,633 | ProgramServicesAmt |
| Management And General | $123,802 | ManagementAndGeneralAmt |
| Fundraising | $1,005 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,634 | TotalAmt |
| Program Services | $41,193 | ProgramServicesAmt |
| Management And General | $3,441 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,046,573 | TotalAmt |
| Program Services | $5,022,018 | ProgramServicesAmt |
| Management And General | $829,099 | ManagementAndGeneralAmt |
| Fundraising | $1,195,456 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $738,494 | TotalAmt |
| Program Services | $681,561 | ProgramServicesAmt |
| Management And General | $56,933 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,672,795 | TotalAmt |
| Program Services | $2,226,937 | ProgramServicesAmt |
| Management And General | $424,972 | ManagementAndGeneralAmt |
| Fundraising | $20,886 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $758,847 | TotalAmt |
| Program Services | $619,142 | ProgramServicesAmt |
| Management And General | $68,805 | ManagementAndGeneralAmt |
| Fundraising | $70,900 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Nursing Home - Room & Board | $11,697,849 | $11,697,849 |
| Pharmacy | $10,374,989 | $10,374,989 |
| Inpatient | $5,405,261 | $5,405,261 |
| Oxygen/DME | $2,721,838 | $2,721,838 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,012,644 | TotalAmt |
| Program Services | $10,705,880 | ProgramServicesAmt |
| Management And General | $1,294,371 | ManagementAndGeneralAmt |
| Fundraising | $12,393 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,104,307 | TotalAmt |
| Program Services | $126,784,759 | ProgramServicesAmt |
| Management And General | $8,294,237 | ManagementAndGeneralAmt |
| Fundraising | $3,025,311 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,346,592 | BOYAmt |
| EOY | $10,583,363 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,368 | BOYAmt |
| EOY | $489,114 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,850,134 | BOYAmt |
| EOY | $7,033,054 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,149 | BOYAmt |
| EOY | $468,892 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,236,952 | BOYAmt |
| EOY | $1,145,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,458,522 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $37,906,217 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,820,557 | BOYAmt |
| EOY | $32,552,305 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,883,914 | BOYAmt |
| EOY | $6,837,779 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,155,207 | BOYAmt |
| EOY | $5,278,115 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,257,873 | BOYAmt |
| EOY | $64,388,210 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,913,355 | BOYAmt |
| EOY | $13,698,578 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,000,000 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,031,979 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,913,355 | BOYAmt |
| EOY | $16,730,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,078,118 | BOYAmt |
| EOY | $47,429,306 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,400 | BOYAmt |
| EOY | $228,347 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,344,518 | BOYAmt |
| EOY | $47,657,653 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,257,873 | BOYAmt |
| EOY | $64,388,210 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,621,201 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,527,197 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $461,533 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,610,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,901,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,213,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,223,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,548,199 | CurrentTaxYearAmt |
| Total | $43,495,895 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,610,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,901,221 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,213,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,223,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,548,199 | CurrentTaxYearAmt |
| Total | $43,495,895 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,495,895 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $821,767 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $709,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $710,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $973,372 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $865,250 | CurrentTaxYearAmt |
| Total | $4,080,513 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $891,744 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $263,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,253 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $285,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $387,262 | CurrentTaxYearAmt |
| Total | $1,922,651 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,499,059 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $610,689,353 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8787 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8971 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - 735213.0, COLUMN B - 156552.0, COLUMN C - 94253.0, COLUMN D - 148824.0, COLUMN E - 373762.0, COLUMN F - 1508604.0; DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 156531.0, COLUMN B - 107056.0, COLUMN C - 0.0, COLUMN D - 136960.0, COLUMN E - 13500.0, COLUMN F - 414047.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,661,314 | OtherCostOrOtherBasisAmt |
| Book Value | $3,661,314 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,723,692 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,816,872 | DepreciationAmt |
| Book Value | $18,906,820 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,499,627 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,229,758 | DepreciationAmt |
| Book Value | $6,269,869 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,561,881 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,859,587 | DepreciationAmt |
| Book Value | $3,702,294 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,008 | OtherCostOrOtherBasisAmt |
| Book Value | $12,008 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,552,305 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Right of Use Assets - Net | $4,122,908 |
| Deposits | $1,155,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,278,115 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lease Liability | Desc |
| Amt | $3,031,979 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,031,979 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $132,034,900 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,527,197 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $38,000 | OtherRevenueAmt |
| Revenue Not Reported | -$2,489,197 | RevenueNotReportedAmt |
| Revenue Subtotal | $134,524,097 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $168,705 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$209,696 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$40,991 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $134,483,106 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $138,145,400 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $209,798 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $209,798 | ExpensesNotReportedAmt |
| Expenses Subtotal | $137,935,602 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $168,705 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $168,705 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $138,104,307 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Organization is a nonprofit corporation as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal and state income taxes. The Organization's income tax returns are subject to review and examination by federal and state authorities. The Organization is not aware of any activities that would jeopardize its tax-exempt status. The Organization is also not aware of any activities that are subject to tax as unrelated business income, excise, or other taxes. The Organization is in compliance with the income tax standard regarding the recognition and measurement of uncertain tax positions. This guidance clarifies the accounting for uncertainty in income taxes recognized in an Organization's financial statements. The implementation of this standard had no impact on the Organization's financial statements. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Net Assets Released from Restrictions - 38000 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Fundraising Expenses - -13319 Loss on Disposal of Fixed Assets - -196377 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Loss on Disposal of Fixed Assets - 196377 Fundraising Expenses - 13319 Rounding - 102 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Spring Luncheon | Event1Nm |
| Gross Receipts Event1 | $57,283 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $43,783 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,500 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $11,639 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,680 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $57,283 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $43,783 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $13,500 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $11,639 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,680 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,319 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $181 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (25 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Samira Beckwith | ||||||||||||||
| PRESIDENT/CEO | $499,571 | $0 | $56,928 | $0 | $62,606 | $0 | $13,146 | $0 | $30,139 | $0 | $662,390 | $0 | $0 | $0 |
| Andrew Molosky | ||||||||||||||
| President/Chief Executive Officer (Starting 3/1/2023) | $0 | $717,850 | $0 | $250,132 | $0 | $534,866 | $0 | $688,375 | $0 | $46,181 | $0 | $2,237,403 | $0 | $250,000 |
| CHARLES O LEE | ||||||||||||||
| CHIEF ADMINSTRATIVE OFFICER (STARTING 3/1/2023) | $0 | $523,726 | $0 | $193,480 | $0 | $6,657 | $0 | $72,101 | $0 | $48,993 | $0 | $844,957 | $0 | $0 |
| TODD A WEBB | ||||||||||||||
| CHIEF FINANCIAL OFFICER (STARTING 3/1/2023) | $0 | $330,606 | $0 | $115,692 | $0 | $6,435 | $0 | $68,253 | $0 | $44,154 | $0 | $565,141 | $0 | $0 |
| Sheri Anne Strobel Amateau | ||||||||||||||
| Chief Information Officer (STARTING 3/1/2023) | $0 | $270,844 | $0 | $40,000 | $0 | $8,875 | $0 | $132,253 | $0 | $3,952 | $0 | $455,925 | $0 | $40,000 |
| Jill Lampley | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $281,268 | $0 | $0 | $0 | $8,087 | $0 | $12,471 | $0 | $10,705 | $0 | $312,531 | $0 | $0 | $0 |
| RHONDA G WHITE | ||||||||||||||
| CHIEF OPERATING OFFICER (STARTING 3/1/2023) | $0 | $335,777 | $0 | $126,098 | $0 | $6,315 | $0 | $99,261 | $0 | $17,843 | $0 | $585,295 | $0 | $0 |
| Paola Delp | ||||||||||||||
| CHIEF BUSINESS DEVELOPMENT OFFICER (STARTING 3/1/2023) | $0 | $397,823 | $0 | $98,000 | $0 | $205,215 | $0 | $243,991 | $0 | $16,661 | $0 | $961,689 | $0 | $98,000 |
| Tara Friedman | ||||||||||||||
| CHIEF MEDICAL OFFICER (STARTING 3/1/2023) | $0 | $136,396 | $0 | $30,000 | $0 | $2,565 | $0 | $904 | $0 | $4,795 | $0 | $174,660 | $0 | $0 |
| Nicole Romence | ||||||||||||||
| CHIEF PEOPLE OFFICER (STARTING 3/1/2023) | $0 | $305,000 | $0 | $10,000 | $0 | $10,861 | $0 | $145,995 | $0 | $2,476 | $0 | $474,332 | $0 | $0 |
| Valerie Zolman | ||||||||||||||
| CHIEF COMPLIANCE OFFICER (STARTING 3/1/2023) | $0 | $216,169 | $0 | $71,863 | $0 | $0 | $0 | $38,524 | $0 | $32,703 | $0 | $359,259 | $0 | $0 |
| Adam Stanfield | ||||||||||||||
| VICE PRESIDENT-FOUNDATION (STARTING 3/1/2023) | $0 | $200,304 | $0 | $34,070 | $0 | $18,880 | $0 | $27,428 | $0 | $1,668 | $0 | $282,351 | $0 | $0 |
| Charlotte King | ||||||||||||||
| CHIEF HUMAN RESOURCES | $272,513 | $0 | $9,476 | $0 | $0 | $0 | $12,395 | $0 | $30,623 | $0 | $325,007 | $0 | $0 | $0 |
| Bridget Montana | ||||||||||||||
| Chief Operating Officer | $268,261 | $0 | $0 | $0 | $0 | $0 | $11,582 | $0 | $460 | $0 | $280,303 | $0 | $0 | $0 |
| DENISE ANDERSON | ||||||||||||||
| CHIEF COMPLIANCE OFFICER | $221,910 | $0 | $0 | $0 | $0 | $0 | $9,737 | $0 | $16,541 | $0 | $248,188 | $0 | $0 | $0 |
| ROXANNE RILEY | ||||||||||||||
| VP OF ORGANIZATIONAL EXCELLENCE | $196,114 | $0 | $0 | $0 | $0 | $0 | $8,657 | $0 | $15,455 | $0 | $220,226 | $0 | $0 | $0 |
| AMY OBJARTEL | ||||||||||||||
| CHIEF MISSION SUPPORT | $189,315 | $0 | $0 | $0 | $0 | $0 | $8,312 | $0 | $25,601 | $0 | $223,228 | $0 | $0 | $0 |
| JOHN RIVERA | ||||||||||||||
| CHIEF INFORMATION OFFICER | $182,346 | $0 | $0 | $0 | $0 | $0 | $7,998 | $0 | $25,601 | $0 | $215,945 | $0 | $0 | $0 |
| LIZBETH BENACQUISTO | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $145,703 | $0 | $0 | $0 | $11,786 | $0 | $0 | $0 | $16,310 | $0 | $173,799 | $0 | $0 | $0 |
| LUIS CORTES SANTIAGO | ||||||||||||||
| CHIEF MEDICAL SERVICES | $319,666 | $0 | $0 | $0 | $746 | $0 | $13,146 | $0 | $36,314 | $0 | $369,872 | $0 | $0 | $0 |
| Ahmed Hassan | ||||||||||||||
| HOSPICE PHYSICIAN | $271,534 | $0 | $0 | $0 | $13,383 | $0 | $12,199 | $0 | $100 | $0 | $297,216 | $0 | $0 | $0 |
| Bakthavatsalam VARDHINI | ||||||||||||||
| HOSPICE PHYSICIAN | $268,886 | $0 | $0 | $0 | $7,268 | $0 | $11,819 | $0 | $33,698 | $0 | $321,671 | $0 | $0 | $0 |
| Susan Krieger | ||||||||||||||
| Hospice Physician | $256,799 | $0 | $0 | $0 | $15,826 | $0 | $11,891 | $0 | $30,239 | $0 | $314,755 | $0 | $0 | $0 |
| Sheeja Kanacheril | ||||||||||||||
| HOSPICE PHYSICIAN | $259,308 | $0 | $0 | $0 | $0 | $0 | $11,583 | $0 | $45,223 | $0 | $316,114 | $0 | $0 | $0 |
| ROBIN ROSS | ||||||||||||||
| PACE MEDICAL DIRECTOR | $257,712 | $0 | $0 | $0 | $0 | $0 | $11,604 | $0 | $42,945 | $0 | $312,261 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | PRIOR TO THE AFFILIATION WITH CHAPTERS HEALTH SYSTEM, INC., THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER WAS PAID BY THE ORGANIZATION. THE FOLLOWING WERE USED TO DETERMINE HER COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD, AND FORM 990 OF OTHER ORGANIZATIONS. AFTER THE AFFILIATION WITH CHAPTERS HEALTH SYSTEM, INC., THE PRESIDENT & CEO IS PAID BY CHAPTERS HEALTH SYSTEM, INC. (A RELATED ORGANIZATION). CHAPTERS HEALTH SYSTEM USED THE FOLLOWING TO DETERMINE HIS COMPENSATION: A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, FORMS 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE HIS COMPENSATION. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | The organization HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN WHICH SOME OF THE INTERESTED PERSONS PARTICIPATE. No payments were made into the SERP plan during the year. CHS HAS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN WHICH SOME OF THE INTERESTED PERSONS PARTICIPATE. DURING THE YEAR, THE FOLLOWING PAYMENTS WERE MADE BY CHS INTO THE SERP PLANS OF THE PARTICIPANTS: A.MOLOSKY $315,306 P.DELP $104,287 S.STROBEL $46,897 N.ROMENCE $47,250 |
| Schedule J, Part I, Line 7 Non-fixed payments | THE DETERMINATION OF BONUS AND INCENTIVE COMPENSATION AMOUNTS REPORTED ON SCHEDULE J PART II COLUMN B(II) INCLUDE AN OBJECTIVE COMPONENT AND A DISCRETIONARY COMPONENT. BONUSES ARE AWARDED BASED ON PREDETERMINED INDIVIDUAL AND CORPORATE GOALS, AND AT THE DISCRETION OF THE INDIVIDUAL'S IMMEDIATE SUPERVISOR. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| BO TURBEVILLE | |||
| BOARD MEMBER OF ORGANIZATION AND CEO OF ACCENT BUSINESS PRODUCTS | $40,300 | ACCENT BUSINESS PRODUCTS PROVIDED OFFICE MACHINES UNDER LEASE AGREEMENTS, TO WHICH PAYMENTS ARE MADE MONTHLY. PAYMENTS MADE DIRECTLY TOTALED $40,300. | false |
| Joe Gammons | |||
| Board Member and Principal, Office Furniture & Design Concepts | $86,500 | The Organization purchased office furniture totaling $86,500. | false |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,350,749 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,057 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of Contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4b HOPE HOSPICE'S PACE PROGRAM | Through Hope PACE (A Program of All-Inclusive Care for the Elderly), aging adults can receive preventive, primary, acute, and long-term care services in Florida's Charlotte, Collier, and Lee counties. The innovative program helps seniors to continue living independently in the place they call home. Upon enrollment, participants may receive: * Primary medical and nursing care * Occupational, physical, and speech therapy * Medications and medical equipment * Laboratory and diagnostic services * All necessary prescription drugs * Skilled home care and personal care aides * Hospitalization, skilled nursing facility care, and end-of-life care * Care from medical specialists in cardiology, nephrology, ophthalmology, dermatology, orthopedics, surgery, and podiatry * Transportation to medical appointments Hope PACE currently serves approximately 500 participants who benefit from assistance with daily activities and socialization at Hope PACE Centers. Light exercise sessions help participants maintain vital body strength, improve balance, and help prevent falls. Games, crafts, gardening, and creative projects keep participants active and involved. |
| Form 990, Part III, Line 4a Hope Hospice Narrative | Hope Hospice and Community Services, Inc. provides comprehensive, coordinated health care and support for people living with serious illness and their families in Southwest Florida. Hope began providing volunteer-based hospice services in 1979 and was licensed by the state of Florida in 1984. In the following decades, Hope expanded its mission to include palliative care, pediatric care, and other supportive services, creating a continuum of person-centered care. Today, Hope serves more than 3,000 people with a variety of innovative programs and supportive community services. This comprehensive model of care has garnered the attention of health care agencies, policy makers, and associations around the country. Their continuum of care offers uninterrupted services, helping to prevent unnecessary suffering, emergency room visits, and hospitalizations. With Hope's support, families receive the help they need for the social, emotional, and practical challenges that result from serious illness. Hope's Programs and Services * Hope Hospice provides dignity, comfort, and compassion in life's closing chapter. * Hope Palliative Care helps those with serious illness as they navigate the complexities of care and treatment. Support is available from the time of diagnosis through the entire course of illness. * Hope Kids Care offers comforting care for children with complex medical conditions and their families. Grief counseling services, including Rainbow Trails Camp, are also available to every child in the community. * Hope PACE, a Program of All-Inclusive Care for the Elderly, includes medical and dental care, therapies, personal care, medications, medical supplies, and essential transportation. With Hope's help, participants can live safely in their own homes. * Hope Connections provides practical support to the seniors of Hendry and Glades counties through home-delivered meals, social centers, transportation, housekeeping, and personal care. * Hope Parkinson Program coordinates events, classes, and social opportunities for people with Parkinson's disease and their care partners. Hope helps people experience the best possible quality of life while coping with the effects of this chronic illness. * Hope Healing Hearts supports people coping with grief or emotions related to experiences of change or loss. Professional bereavement counselors provide the necessary tools to address difficult feelings and continue along the path of healing. * Hope VALOR honors veterans for their service to our country with a personalized recognition ceremony. By recognizing the unique needs of America's veterans, Hope can guide them toward a more peaceful ending. * Hope Pet Program allows furry friends to provide unconditional love, companionship, and comfort, helping people and their pets stay together throughout their journey. * Hopeful Wishes make life extra special at a unique moment. By granting heartfelt wishes, Hope can do more than provide medications and therapies - they also fulfill dreams. * Hope Therapies provide a creative outlet for relaxation and stress relief. Through art, music, or massage therapies, people may gain insight into emotions, establish new pathways for healing, and find peace of mind. The generosity of the local community helps Hope to continue expanding essential programs and services. With this important financial support, the organization is able to close the gap between the level of care covered by insurance and the exceptional, comprehensive care that the community deserves. With the continued support of generous friends, Hope can provide comforting, compassionate care to every person in need. |
| Form 990, Part VI, Line 15a PROCESS FOR DETERMINING COMPENSATION | PRIOR TO THE AFFILIATION WITH CHAPTERS HEALTH SYSTEM, INC., PRESIDENT/CEO COMPENSATION WAS ESTABLISHED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE UTILIZED DATA PROVIDED BY INDEPENDENT COMPENSATION CONSULTANT STUDIES TO PROVIDE A BASIS FOR COMPARISON. ADDITIONALLY, AN APPRAISAL OF PERFORMANCE WAS ALSO DISCUSSED WITH ALL BOARD MEMBERS. THE APPROVAL OF THE PRESIDENT/CEO'S COMPENSATION WAS DOCUMENTED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. AFTER THE AFFILIATION WITH CHAPTERS HEALTH SYSTEM, INC., THE PRESIDENT/CEO OF THE ORGANIZATION IS PAID BY CHAPTERS HEALTH SYSTEM, INC. THE FORM 990 INSTRUCTIONS INDICATE WHEN THE CEO IS NOT PAID BY THE FILING ORGANIZATION, THE QUESTION SHOULD BE ANSWERED "NO". CHAPTERS HEALTH SYSTEM, INC. ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IN ESTABLISHING A COMPENSATION CHARTER THAT DETAILS THE ORGANIZATION'S PROCEDURES FOR SETTING COMPENSATION OF THE PRESIDENT/CEO AND ALL OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE COMPENSATION CHARTER ESTABLISHED THE COMPENSATION COMMITTEE, THE INDEPENDENT BODY RESPONSIBLE FOR ESTABLISHING THE COMPENSATION OF THE PRESIDENT/CEO. THE COMPENSATION COMMITTEE RELIES ON A RECENT COMPENSATION STUDY PERFORMED BY AN INDEPENDENT COMPENSATION CONSULTANT, WHICH IS DONE ON AN ANNUAL BASIS, THAT PROVIDES COMPENSATION DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE ORGANIZATIONS TO SUPPORT ITS DECISION-MAKING PROCESS AND REPORTS ITS ACTIVITIES TO THE BOARD OF DIRECTORS AT THE NEXT REGULARLY SCHEDULED MEETING. THE COMPENSATION COMMITTEE ADEQUATELY DOCUMENTS ITS COMPENSATION DETERMINATIONS IN THE MEETING MINUTES ON A TIMELY BASIS. THIS PROCESS TOOK PLACE DURING THE YEAR. |
| Form 990, Part VI, Line 15b PROCESS FOR DETERMINING COMPENSATION | PRIOR TO THE AFFILIATION WITH CHAPTERS HEALTH SYSTEM, INC., THE ORGANIZATION HAD A COMPENSATION PROGRAM WHICH APPLIED TO ALL PERSONNEL EXCEPT THE PRESIDENT/CEO. THE POLICIES AND PROCEDURES DEFINED THE GENERAL RULES OF OPERATION OF THE COMPENSATION PROGRAM AND THE PRESIDENT/CEO AND BOARD RETAINED THE AUTHORITY TO REVISE THE POLICY AS NEEDED FOR THE EFFECTIVE MANAGEMENT OF THE PROGRAM. THE COMPENSATION PROGRAM WAS INITIALLY DEVELOPED BY AN INDEPENDENT HUMAN RESOURCE CONSULTANT AND IS REVIEWED AS NEEDED. THE SALARY STRUCTURE WAS REVIEWED ANNUALLY. AFTER THE AFFILIATION WITH CHAPTERS HEALTH SYSTEM, INC., THE COMPENSATION OF ALL OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT/CEO. THE PRESIDENT/CEO USES COMPARABILITY DATA AND AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE COMPENSATION. THE DECISIONS ARE DOCUMENTED IN EACH EMPLOYEE'S FILE. THIS PROCESS TOOK PLACE DURING THE YEAR. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Executive committee, made up of The President and CEO, COO, CFO, Chief Medical Officer, the Vice Chairperson of the Board and the Secretary, shall carry out the work of the Board of Directors between meetings and make recommendations to the Board of Directors for its action. The Executive Committee shall have all the authority of the Board of Directors except as may be limited by Florida Law and subject to the approval of the Sole Member. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | Effective March 1, 2023, the articles of incorporation were amended to reflect the affiliation agreement between Hope Hospice and Community Services, Inc. and Chapters Health System, Inc. The amended articles of incorporation name Chapters Health System, Inc. as the sole member of the corporation. The sole member shall have and exercise such reserved rights and powers related to the corporation as set forth in the bylaws. In addition, the amended articles state that the bylaws may be amended, altered, added to or rescinded only with the approval of the sole member. Likewise, the bylaws were amended as of March 1, 2023, naming Chapters Health System, Inc. as the sole member of the corporation. In addition, the amended bylaws lay out the following: - The number, composition, qualifications, authority, and duties of the governing body's voting members; - The number, composition, qualifications, authority, and duties of the organization's officers; - The role of the sole member in governance; - The provisions to amend the bylaws; - The quorum and voting rights requirements of the governing body members; and - The policies or procedures contained within the bylaws regarding compensation, conflicts of interest, and document retention. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | The organization has a Sole Member, Chapters Health System, Inc., that both elects the members of the governing body of Hope Hospice and Community Services, Inc. and also approves certain significant decisions made by the governing body of Hope Hospice and Community Services, Inc. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The organization's Sole Member, Chapters Health System, Inc., nominates and elects the elected members of the organization's Board of Directors and may appoint replacement directors at any time when a vacancy occurs. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | Without the written approval of the organization's Sole Member, Chapters Health System, Inc., the organization's governing body is not permitted to: (A) Sell, lease, or dispose of assets, merge, combine or otherwise or reorganize with any other entity, convert its corporate structure to another form or enter into any management services agreement; (B) Enter into any loan facility, borrow any funds or pledge or hypothecate any or all of its assets as security for any borrowing; (C) Change the character or nature of the organization's business to something other than the operation of a hospice; (D) Remove or appoint the President and CEO; (E) Execute any deed, mortgage, note or bond; (F) Adopt or amend the annual operating and/or capital budgets proposed by the President and CEO and the management of the organization; (G) Make any contribution or distribution of assets or property to any person; (H) Amend the Articles of Incorporation of the Corporation; (I) Dissolve, liquidate or otherwise cease to exist as a Florida Not-for-Profit Corporation which is exempt from taxation under Section 501(c)(3) of the Internal Revenue Code; (J) Form, DISSOLVE, LIQUIDATE, SELL, MERGE OR OTHERWISE TRANSFER OWNERSHIP OR CONTROL OF any subsidiary corporation; or (K) Acquire, enjoy, utilize, and dispose of patents, copyrights, and trademarks and any licenses and other rights or interests thereunder or therein. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A Copy of the Organization's Final Form 990 (Including required schedules), as ultimately filed with the IRS, was provided to each voting member of the Board of Directors prior to its filing with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Annually, each officer, director and key employee signs an acknowledgement and disclosure form attesting that they have read the Conflict of Interest Policy and agreeing to comply fully with its terms and conditions during their services with Chapters Health System, Inc. (CHS) and Affiliates. They further agree that if, at any time subsequent to the submission of the disclosure form, they become aware of any actual or potential conflict of interest or the information previously submitted becomes inaccurate or incomplete, they will promptly notify the CHS Board of Directors, the President and CEO of Chapters Health System, Inc., and the Hope Hospice and Community Services, Inc. board of directors. DETERMINATION OF AND REMEDIES FOR CONFLICTS OF INTEREST 1. Disclosure. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts to the Directors (and members of committees) considering the proposed transaction or arrangement. The disclosure shall be made as soon as practicable following the realization by the interested person that an actual or possible conflict of interest exists. Ordinarily, disclosures by interested persons should be to the Chairperson of the Board. When an actual or possible conflict of interest becomes apparent in the course of a Board meeting (or committee meeting), the interested person shall immediately disclose his or her financial interest and related material facts to the presiding Director or officer at such meeting. 2. Determining Whether a Conflict of Interest Exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the interested person shall leave the Board (or committee) meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board (or committee) members shall decide if a conflict of interest exists. 3. Procedures for Addressing the Conflict of Interest. (a) An interested person who has a conflict of interest may make a presentation at the Board (or committee) meeting, but after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that result in the conflict of interest. The interested person who has a conflict of interest will not be counted as present for determining a majority with respect to the vote on the transaction or arrangement that results in the conflict of interest. (b) The Chairperson of the Board (or committee) shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. (c) After exercising due diligence, the Board (or Committee) shall determine whether CHS and Affiliates can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or business entity that would not give rise to a conflict of interest. (d)If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the Board (or committee) shall determine by a majority vote of the disinterested Directors (or committee members) whether the transaction or arrangement is in the best interest of CHS and Affiliates and for its own benefit and whether the transaction is fair and reasonable to CHS and Affiliates and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. Violations of the Conflicts of Interest Policy (a) If the Board (or committee) has reasonable cause to believe that an interested person has failed to disclose actual or possible conflicts of interest, it shall inform the interested person of the basis for such belief and afford the interested person an opportunity to explain the alleged failure to disclose. (b) If, after hearing the response of the interested person and making such further investigation as may be warranted under the circumstances, the Board (or committee) determines that the interested person has in fact failed to disclose an actual or possible conflict of interest, it shall take such action as it determines to be appropriate, including corrective and disciplinary action. RECORD OF PROCEEDINGS The minutes of the Board (and each committee) shall contain: 1. The name of each person who disclosed or otherwise was found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, any action taken to determine whether a conflict of interest was present, and the Board's (or committee's) decision as to whether a conflict of interest in fact existed. 2. The names of the persons who were present for discussions and votes relating to the transaction or arrangement, the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection therewith. PERIODIC REVIEWS To ensure that CHS and Affiliates operate in a manner consistent with their charitable purposes and that it does not engage in activities that could jeopardize their status as organizations exempt from federal income tax, periodic reviews shall be conducted. CHS and Affiliates may, but need not, use an outside advisor to conduct a periodic review. The periodic review shall include, at a minimum, the following subjects: 1. Whether compensation arrangements and benefits are reasonable and are the results of arm's-length bargaining. 2. Whether agreements to provide health care and agreements with other health care providers, employees and third party payers further the charitable purposes of CHS and Affiliates and do not result in private inurement or impermissible private benefit. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization's articles of incorporation are filed with and viewable by the public at the official website of the Florida Department of State, Division of Corporations. The organization's Bylaws and conflict of interest policy are not made available to the public. Unaudited financial statements of the organization are filed and viewable by the public at the official website of the State of Florida, Division of Consumer Services. In addition, the organization reports its financial performance each year in its Annual Report, copies of which are available to the public upon request. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Equity Transfer - 461533; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| VISITING NURSES ASSOCIATION OF SW FLORIDA INC | ||||||||||
| 12470 TELECOM DRIVE SUITE 301 | Temple Terrace | FL | 33637 | 596175593 | TO PROVIDE HOME AND COMMUNITY BASED HEALTH CARE SERVICES. | FL | 501(c)(3) | 10 | HOPE HOSPICE & COMMUNITY SERVICES INC | Yes (true) |
| LIFEPATH HOSPICE INC | ||||||||||
| 12470 TELECOM DRIVE SUITE 301 | TEMPLE TERRACE | FL | 33637 | 205276870 | HOSPICE CARE | FL | 501(c)(3) | 10 | CHAPTERS HEALTH SYSTEM INC | false |
| GOOD SHEPHERD HOSPICE INC | ||||||||||
| 12470 TELECOM DRIVE SUITE 301 | TEMPLE TERRACE | FL | 33637 | 205276923 | HOSPICE CARE | FL | 501(c)(3) | 10 | CHAPTERS HEALTH SYSTEM INC | false |
| CHAPTERS HEALTH HOME CONNECT INC | ||||||||||
| 12470 TELECOM DRIVE SUITE 301 | TEMPLE TERRACE | FL | 33637 | 275158323 | LONG-TERM CARE | FL | 501(c)(3) | 10 | CHAPTERS HEALTH SYSTEM INC | false |
| CHAPTERS HEALTH FOUNDATION INC | ||||||||||
| 12470 TELECOM DRIVE SUITE 301 | TEMPLE TERRACE | FL | 33637 | 593467282 | FOUNDATION | FL | 501(c)(3) | 7 | CHAPTERS HEALTH SYSTEM INC | false |
| HERNANDO PASCO HOSPICE INC | ||||||||||
| 12470 TELECOM DRIVE SUITE 301 | TEMPLE TERRACE | FL | 33637 | 592217929 | HOSPICE CARE | FL | 501(c)(3) | 10 | CHAPTERS HEALTH SYSTEM INC | false |
| HOSPICE OF OKEECHOBEE INC | ||||||||||
| 12470 TELECOM DRIVE SUITE 301 | TEMPLE TERRACE | FL | 33637 | 592831397 | HOSPICE CARE | FL | 501(c)(3) | 7 | CHAPTERS HEALTH SYSTEM INC | false |
| CORNERSTONE HOSPICE AND PALLIATIVE CARE INC | ||||||||||
| 12470 TELECOM DRIVE SUITE 301 | TEMPLE TERRACE | FL | 33637 | 592330114 | HOSPICE CARE | FL | 501(c)(3) | 10 | CHAPTERS HEALTH SYSTEM INC | false |
| CORNERSTONE HEALTH SERVICES INC | ||||||||||
| 12470 TELECOM DRIVE SUITE 301 | TEMPLE TERRACE | FL | 33637 | 611798762 | PALLIATIVE CARE | FL | 501(c)(3) | 10 | CHAPTERS HEALTH SYSTEM INC | false |
| CHAPTERS HEALTH SYSTEM INC | ||||||||||
| 12470 TELECOM DRIVE SUITE 301 | Temple Terrace | FL | 33637 | 592264957 | PARENT | FL | 501(c)(3) | Type II | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|---|
| Allcare Medical of Florida LLC | |||||||||
| 3500 King Street | Suite 4 | Tampa | FL | 32926 | 463626920 | Medical Services | FL | NA | N/A |
| Assurity DCE | |||||||||
| 3535 LITTLE ROAD | TRINITY | FL | 34655 | 850951162 | Medical Services | FL | NA | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHAPTERS CARENU INC | ||||||||||
| 12470 TELECOM DRIVE | SUITE 301 | TEMPLE TERRACE | FL | 33637 | 850850926 | POPULATION HEALTH | FL | NA | C Corporation | false |
| SECUR INC | ||||||||||
| 4200 WEST CYPRESS STREET | SUITE 690 | TAMPA | FL | 33607 | 881837830 | POPULATION HEALTH | FL | NA | C Corporation | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Visiting Nurses Association of SW Florida Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $461,533 | InvolvedAmt |
| Method Of Amount Determination | Organization's Accounting Records | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 1s 461500 | FormAndLineReferenceDesc |
| Explanation | The Related Organization has ceased operations, the amount reflects Equity Transfered to the parent Organization | ExplanationTxt |