BIG BEND HOSPICE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BIG BEND HOSPICE INC (EIN 59-2328806)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-08
- IRS object ID
- 202422219349301642
- 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 C
- Schedule D
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-08T16:13:21+00:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | 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 | 592328806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Big Bend hospice Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIGB | BusinessNameControlTxt |
| Phone | 8508785310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 Mahan Center Boulevard | AddressLine1Txt |
| City | Tallahassee | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | william wertman | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8508785310 | PhoneNum |
| Signature | 2024-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2024-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William Wertman | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 Mahan Center Boulevard | AddressLine1Txt |
| City | Tallahassee | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,467,382 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bigbendhospice.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | Big bend hospice (BBH) inspires hope by positively impacting the way our community experiences illness or grief. BBH provides quality healthcare for the whole person, including their physical, spiritual & emotional needs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 281 | TotalEmployeeCnt |
| Total Volunteers | 270 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,103,165 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,286,310 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,088,682 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,012,411 | CYProgramServiceRevenueAmt |
| PY Investment Income | $206,436 | PYInvestmentIncomeAmt |
| CY Investment Income | $264,396 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,796 | PYOtherRevenueAmt |
| CY Other Revenue | $50,166 | CYOtherRevenueAmt |
| PY Total Revenue | $25,416,079 | PYTotalRevenueAmt |
| CY Total Revenue | $29,613,283 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,873,222 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,084,592 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,361,349 | PYOtherExpensesAmt |
| CY Other Expenses | $8,462,998 | CYOtherExpensesAmt |
| PY Total Expenses | $24,234,571 | PYTotalExpensesAmt |
| CY Total Expenses | $28,547,590 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,181,508 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,065,693 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,796,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,084,525 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,831,629 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,813,991 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,965,034 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,270,534 | NetAssetsOrFundBalancesEOYAmt |
| Mission | For over 35 years, big bend hospice ("BBH "Big Bend") has been inspiring hope by positively impacting the way our community experiences serious illness or grief, one family at a time. BBH Has deep roots throughout our eith-county service area, supporting individuals and their loved ones in the big bend. BBH'S Holistic approach is founded on providing quality healthcare for the whole person, including their physical, spiritual, and emotional needs. BBH considers the patient's entire family as the "unit of care". BBH helps patients and families make choices about end-of-life issues and enables patients and their loved ones to have greater control over these choices. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,856,008 | ExpenseAmt |
| Revenue | $27,062,577 | RevenueAmt |
| Desc | Big bend hospice (big bend) is a not-for-profit community-based health care organization that coordinates care by professionals and volunteers specifically trained to help terminally ill patients and their families in the big bend Florida area. Big bend is here to take the fear out of the unknown and guide patients and their families through the difficulties of dealing with a life limiting illness. We provide each patient with a care team composed of the patient's own physician, a hospice nurse, home hearth aide, family support counselor, music therapist, chaplain, and trained volunteers. We are here to support the patients and their families by providing a holistic approach that includes medical, emotional, social, and spiritual care, maximizing the quality of life when the quantity of life cannot be extended. The house is licensed as a 12-bed inpatient facility to provide hospice care for those patients with a higher level of acuity and who may require round-the-clock (24 hour) skilled nursing care. The organization provides services to its hospice patients and family, as well as to the community at large, for which no reimbursement is received. Such services include hospice care to indigent patients/families, specialized grief and loss counseling to children, teens, and adults, and music therapy as an enhancement to basic hospice care. During FYE 9/30/2023, Big Bend Hospice admitted and served 2,221 patients. BBH's Dozier House served 596 patients and BBH supported 548 patients in skilled nursing facilities and assisted living facilities. Following a terminal diagnosis, patients and families struggling with anticipatory grief are assisted by trained staff. In addition to the anticipatory grief support provided to patients and their loved ones, Big Bend Hospice continues the hospice journey with caregivers and family members after the patient dies through its bereavement program. This includes individual face to face sessions, telephone support, and access to bereavement groups and events. Big Bend Hospice's bereavement program also provides services to the broader Big Bend community through grief groups, camps, and bereavement events. During FYE 9/30/23, the bereavement program provided individual, face-to-face grief support sessions to 619 adults and 184 youth. BBH facilitated 4 six-week Adult Grief Support Groups, a monthly Suicide Loss Support Group (12 sessions), 7 school-based grief support groups (31 sessions), 2 crisis response sessions, 4 holiday bereavement events, monthly Children and Teen Nights, and Teen Woe-Be-Gone. Complimentary therapies provided to patients during FYE 9/30/2023 include 305 hours of animal therapy, 7,988 music therapy visits, and 5,567 spiritual care visits. | Desc |
| Total Program Service Expenses | $19,856,008 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | 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 | false | 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 | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 281 | 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | 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 | Bill Wertman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8508785310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 Mahan Center Boulevard | AddressLine1Txt |
| City | Tallahassee | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Diana Oropallo | ||||||||
| Chair | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Gary Crayton | ||||||||
| Treasuer | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kevin Cleary | ||||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Scott Harrell | ||||||||
| Vice Chair | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Alicia Crew | ||||||||
| Foundation Appointee | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Bennet Napier | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Bruce Gould | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Caludette Harrell | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Darrell White | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Gwynn Virostek | ||||||||
| Foundation Chair | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Janegale Boyd | ||||||||
| Immediate Past Chair | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeannine Silberman | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Judy Greenwald | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Katie Webb | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kenneth Pratt | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Kimberly Moore | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Suma Dondapati | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Tamara Aitken | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Tim Sanders | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| William Smith III | ||||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Bill Wertman | ||||||||
| CEO | 35.0 | 5.0 | Yes (X) | $281,049 | $0 | $23,757 | ||
| Jon Wood | ||||||||
| COO | 35.0 | 5.0 | Yes (X) | $240,211 | $0 | $20,546 | ||
| Fredrick Lutz | ||||||||
| Hospice Physician | 40.0 | $221,002 | $0 | $11,907 | Yes (X) | |||
| Jennifer Lynes | ||||||||
| Hospice Physician | 40.0 | $216,880 | $0 | $22,505 | Yes (X) | |||
| Joel Garr | ||||||||
| CIO | 40.0 | $163,335 | $0 | $20,654 | Yes (X) | |||
| Karl Broussard | ||||||||
| Former CSO | 40.0 | $182,426 | $0 | $13,789 | Yes (X) | |||
| Lucille Saha | ||||||||
| Hospice Physician | 40.0 | $217,247 | $0 | $12,373 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,522,150 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $125,531 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | 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 |
|---|---|---|---|---|---|
| Core Medical Group | |||||
| PO Box 306478 | Nashville | TN | 372306478 | Staffing | $1,057,588 |
| Invaserv LLC DBA Stateserv Network SVC | |||||
| 1201 S Alma School Rd Ste 400 | Mesa | AZ | 852101148 | DME Management Software | $731,984 |
| Seven Hills Health and Rehab Center | |||||
| 3333 Capital Medical Blvd | Tallahassee | FL | 32308 | Room and Board | $622,133 |
| Eden Springs Centers for LTC | |||||
| 4679 Crawfordville Hwy | Crawfordville | FL | 32327 | Room and Board | $554,186 |
| Optum Hospice Pharmacy Services LLC | |||||
| PO Box 847222 | Los Angeles | CA | 900847222 | Prescription Drugs | $448,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,286,310 | RelatedOrganizationsAmt |
| Total Contributions | $2,286,310 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Hospice Service Revenue | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $27,012,411 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,012,411 | 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 | $27,012,411 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,791 | TotalRevenueColumnAmt |
| Exclusion | $231,791 | 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 | $787,051 | SecuritiesAmt |
| Other | $99,653 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $787,513 | SecuritiesAmt |
| Other | $66,586 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$462 | SecuritiesAmt |
| Other | $33,067 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,605 | TotalRevenueColumnAmt |
| Exclusion | $32,605 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other revenue | Desc |
| Business | 623990 | BusinessCd |
| Total Revenue Column | $50,166 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,166 | RelatedOrExemptFuncIncomeAmt |
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 | $50,166 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,613,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,062,577 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $264,396 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,563 | TotalAmt |
| Management And General | $565,563 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,108,977 | TotalAmt |
| Program Services | $11,721,958 | ProgramServicesAmt |
| Management And General | $4,387,019 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,696 | TotalAmt |
| Program Services | $284,207 | ProgramServicesAmt |
| Management And General | $156,489 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,746,848 | TotalAmt |
| Program Services | $1,277,858 | ProgramServicesAmt |
| Management And General | $468,990 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,222,508 | TotalAmt |
| Program Services | $859,822 | ProgramServicesAmt |
| Management And General | $362,686 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,801 | TotalAmt |
| Program Services | $23,966 | ProgramServicesAmt |
| Management And General | $188,835 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,057 | TotalAmt |
| Program Services | $8,881 | ProgramServicesAmt |
| Management And General | $89,176 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,075,787 | TotalAmt |
| Program Services | $816,220 | ProgramServicesAmt |
| Management And General | $259,567 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,937 | TotalAmt |
| Program Services | $6,078 | ProgramServicesAmt |
| Management And General | $56,859 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,268 | TotalAmt |
| Program Services | $294,355 | ProgramServicesAmt |
| Management And General | $317,913 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,622 | TotalAmt |
| Program Services | $188,076 | ProgramServicesAmt |
| Management And General | $244,546 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,008,680 | TotalAmt |
| Program Services | $353,038 | ProgramServicesAmt |
| Management And General | $655,642 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,480 | TotalAmt |
| Program Services | $455,138 | ProgramServicesAmt |
| Management And General | $102,342 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,044 | TotalAmt |
| Program Services | $44,312 | ProgramServicesAmt |
| Management And General | $289,732 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19 | TotalAmt |
| Program Services | $19 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,125 | TotalAmt |
| Program Services | $471,094 | ProgramServicesAmt |
| Management And General | $157,031 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,550 | TotalAmt |
| Program Services | $94,698 | ProgramServicesAmt |
| Management And General | $283,852 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Other Patient Services | $514,128 | $514,128 | |
| Durable Medical Equipment | $909,377 | $909,377 | |
| medical supplies and transport | $1,156,333 | $1,156,333 | |
| Memberships and Dues | $91,540 | $12,112 | $79,428 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,250 | TotalAmt |
| Program Services | $364,338 | ProgramServicesAmt |
| Management And General | $25,912 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,547,590 | TotalAmt |
| Program Services | $19,856,008 | ProgramServicesAmt |
| Management And General | $8,691,582 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,227,503 | BOYAmt |
| EOY | $730,145 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,179,044 | BOYAmt |
| EOY | $3,387,924 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,329 | BOYAmt |
| EOY | $9,988 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,955 | BOYAmt |
| EOY | $313,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,226,566 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,460,090 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,117,148 | BOYAmt |
| EOY | $11,766,476 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,800,470 | BOYAmt |
| EOY | $6,344,793 | 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 | $153,214 | BOYAmt |
| EOY | $4,531,623 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,796,663 | BOYAmt |
| EOY | $27,084,525 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,602,034 | BOYAmt |
| EOY | $4,307,216 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,679,807 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,595 | BOYAmt |
| EOY | $4,826,968 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,831,629 | BOYAmt |
| EOY | $10,813,991 | 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 | $15,965,034 | BOYAmt |
| EOY | $16,270,534 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,965,034 | BOYAmt |
| EOY | $16,270,534 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,796,663 | BOYAmt |
| EOY | $27,084,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,065,693 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,948 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $256,052 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,040,193 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $820,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $948,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,787,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,103,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,286,310 | CurrentTaxYearAmt |
| Total | $8,946,656 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,879,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,121,584 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,818,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,088,682 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,012,411 | CurrentTaxYearAmt |
| Total | $110,920,760 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,700,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,070,198 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,606,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,191,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,298,721 | CurrentTaxYearAmt |
| Total | $119,867,416 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $119,867,416 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $218,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231,791 | CurrentTaxYearAmt |
| Total | $713,159 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $101,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $117,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $218,036 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $231,791 | CurrentTaxYearAmt |
| Total | $713,159 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,558 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,782 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,796 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $50,166 | CurrentTaxYearAmt |
| Total | $125,168 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,830,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,124,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,741,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,427,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,580,678 | CurrentTaxYearAmt |
| Total | $120,705,743 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9931 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9944 | PublicSupportPY509Pct |
| Investment Income CY | 0.01 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 28558.0, COLUMN B - 10866.0, COLUMN C - 17782.0, COLUMN D - 17796.0, COLUMN E - 50166.0, COLUMN F - 125168.0; | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $724 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $724 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | A portion of the amounts paid to NHPCO, NPHI, and FHPCA is used for Lobbying | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,841,799 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $255,639 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,097,438 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,309,911 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$468,112 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,841,799 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,689,978 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $619,933 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,309,911 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,454,716 | BeginningYearBalanceAmt |
| Contributions | $25,970 | ContributionsAmt |
| Investment Earnings Or Losses | $209,292 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,689,978 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,520,880 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $59,880 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $126,044 | OtherExpendituresAmt |
| End Year Balance | $2,454,716 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.4 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $824,335 | OtherCostOrOtherBasisAmt |
| Book Value | $824,335 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,327,674 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,829,776 | DepreciationAmt |
| Book Value | $3,497,898 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $187,069 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,117 | DepreciationAmt |
| Book Value | $98,952 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,091,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,542,197 | DepreciationAmt |
| Book Value | -$450,337 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,795,628 | OtherCostOrOtherBasisAmt |
| Book Value | $7,795,628 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,766,476 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| other assets | |
| due from affiliate | $126,166 |
| Operating ROU Assets | $4,405,457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,531,623 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital Leases Payable | |
| Finance Lease Liability | $245,139 |
| Operating Lease Liability | $4,581,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,826,968 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Big Bend Hospice Foundation Inc Possesses Endowment Funds In the Form of Long-Term Investments Whose Earnings are intended to support the mission of big bend hospice. Big bend hospice foundation has adopted investment and spending polices that attempt to provide a perpetual source of support to programs supported by the endowment while seeking to preserve the purchasing power of the endowment assets. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, the Foundation has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. U.S. GAAP requires that a tax position be recognized as a benefit only if it is more likely than not that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. The Organization's Form 990s have not been subject to examination by the Internal Revenue Service or the state of Florida for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not incur any amounts for interest and penalties at September 30, 2023. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bill Wertman | ||||||||||||||
| CEO | $256,793 | $0 | $24,256 | $0 | $0 | $0 | $13,000 | $0 | $10,757 | $0 | $304,806 | $0 | $0 | $0 |
| Jon Wood | ||||||||||||||
| COO | $219,955 | $0 | $20,256 | $0 | $0 | $0 | $11,135 | $0 | $9,411 | $0 | $260,757 | $0 | $0 | $0 |
| Fredrick Lutz | ||||||||||||||
| Hospice Physician | $220,000 | $0 | $1,002 | $0 | $0 | $0 | $11,000 | $0 | $907 | $0 | $232,909 | $0 | $0 | $0 |
| Lucille Saha | ||||||||||||||
| Hospice Physician | $216,849 | $0 | $398 | $0 | $0 | $0 | $2,962 | $0 | $9,411 | $0 | $229,620 | $0 | $0 | $0 |
| Jennifer Lynes | ||||||||||||||
| Hospice Physician | $215,878 | $0 | $1,002 | $0 | $0 | $0 | $9,672 | $0 | $12,833 | $0 | $239,385 | $0 | $0 | $0 |
| Karl Broussard | ||||||||||||||
| Former CSO | $172,172 | $0 | $10,254 | $0 | $0 | $0 | $0 | $0 | $13,789 | $0 | $196,215 | $0 | $0 | $0 |
| Joel Garr | ||||||||||||||
| CIO | $148,081 | $0 | $15,254 | $0 | $0 | $0 | $7,788 | $0 | $12,866 | $0 | $183,989 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a First-class or charter travel | Bill Wertman, CEO, travels to various conferences during the tax year. The organization provides first class travel to these events. |
| Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses | The organization does not have a specific policy outlining first class travel, however, the CEO's contract outlines information on these expenditures. |
| Schedule J, Part I, Line 7 Non-fixed payments | The bonus of the ceo/administrator is written into an employment contract. The dollar amounts of other bonuses are determined at the discretion of the board with distribution authority given to the ceo. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Basis Hospice Solutions LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Owned by COO, Jon Wood & CIO, Joel Garr | RelationshipDescriptionTxt |
| Transaction | $114,606 | TransactionAmt |
| Transaction | Finance and IT contracting services | TransactionDesc |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The board of directors shall have an executive committee composed of all officers of the board as well as the immediate past chair of the big bend hospice board, and the chair of the Big bend hospice foundation, which shall have and shall exercise the authority of the board in the management of the business of the corporation between meetings of the board. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A copy of the form 990 is provided to each board member prior to filing with the IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | At the time of appointment and at least annually thereafter (or at the time of occurrence), board members and executive staff disclose to the CEO and the board chairperson any business or other employment relationships which represent potential conflicts of interest with Big Bend Hospice. If there is a potential conflict of interest, the CEO and board chairperson review the disclosure and determine if there is an actual conflict of interest. Board members are required to abstain from voting on matters which present a conflict of interest as described above and shall excuse themselves from the meeting during discussion and the voting process. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The Process for determining the compensation of the organization's ceo includes a review by the executive committee of the board of directors. Compensation surveys are used to determine the amount of compensation. The last review took place during FYE 9/30/2023 and was documented in the minutes of the executive session. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The organization's ceo reviews and approves the compensation amounts for all employees. The amount available for salary increases is approved by the CEO and presented as part of the overall budget to the board of directors when the annual budget is reviewed and approved. |
| Form 990, Part VI, Line 19 Required documents available to the public | The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Equity Transfer - -1040193; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Big bend hopice holdings llc | |||||||||
| 1723 Mahan Center Boulevard | Tallahassee | FL | 32308 | 813514684 | Holding Company (inactive) | FL | $0 | $0 | Big Bend Hospice Inc |
| Oak Tree Treasures LLC | |||||||||
| 1723 Mahan Center Boulevard | Tallahassee | FL | 32308 | 813520840 | Thrift Shop (inactive) | FL | $0 | $0 | Big Bend Hospice Inc |
| Canopy Oaks Institute LLC | |||||||||
| 1669 Mahan Center Boulevard | Tallahassee | FL | 32308 | 821735567 | Inactive | FL | $0 | $0 | Big Bend Hospice Inc |
| Capstone Center LLC | |||||||||
| 1669 Mahan Center Boulevard | Tallahassee | FL | 32308 | 822889213 | Caregiver Services For Pre-Hospice Patients | FL | $0 | $0 | Big Bend Hospice Inc |
| Capstone Center For counseling and education llc | |||||||||
| 1669 mahan center boulevard | tallahassee | FL | 32308 | caregiver education (inactive) | FL | $0 | $0 | Big Bend Hospice Inc | |
| Transitions Supportive Care LLC | |||||||||
| 1669 Mahan Center Blvd | Tallahassee | FL | 32308 | 612025083 | Palliative Care | FL | $0 | $0 | Big Bend Hospice Inc |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Big Bend Hospice Foundation Inc | ||||||||||
| 1723 Mahan Center Boulevard | Tallahassee | FL | 32308 | 593258493 | fundraising | FL | 501(c)(3) | 7 | Big Bend Hospice Inc | Yes (true) |
| Canopy Inc | ||||||||||
| 1723 mahan center blvd | tallahassee | FL | 32308 | 593751145 | Inactive | FL | 501(c)(3) | 10 | Big Bend Hospice Inc | Yes (true) |
| 7 Oaks Healthcare Inc | ||||||||||
| 1723 Mahan Center Blvd | Tallahassee | FL | 32308 | 873475393 | Healthcare | FL | 501(c)(3) | 10 | NA | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 7 Oaks Practice Management Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 Mahan Center blvd | AddressLine1Txt |
| City | Tallahassee | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 921716753 | EIN |
| Primary Activities | administrative services | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 7 oaks healthcare inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Big Bend Hospice Foundation Inc | ||
| C | $2,286,310 | FMV |
| Big Bend Hospice Foundation Inc | ||
| B | $784,141 | FMV |
| Big Bend Hospice Foundation Inc | ||
| Q | $568,887 | FMV |