HOPE HOSPICE AND COMMUNITY SERVICES INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HOPE HOSPICE AND COMMUNITY SERVICES INC (EIN 59-2128697)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-12
- IRS object ID
- 202242249349300114
- Schema version
- 2020v4.0
- 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 J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-12T08:03:23-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CliftonLarsonAllen LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 University Drive Suite 210 | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | 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 | 2394824673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9470 HEALTH PARK CIRCLE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jill Lampley | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Signature | 2022-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jill | PersonFirstNm |
| Person Last | Lampley | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ann Daly CPA | PreparerPersonNm |
| PTIN | P01041500 | PTIN |
| Phone | 2392269900 | PhoneNum |
| Preparation | 2015-05-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMIRA K BECKWITH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9470 HEALTH PARK CIRCLE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $161,202,490 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hopehcs.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | To improve the quality of life for every person experiencing serious illness by providing exceptional, comforting care and choices that give hope and meaning to every moment | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 1159 | TotalEmployeeCnt |
| Total Volunteers | 753 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,901,221 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,213,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $120,049,687 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $128,155,708 | CYProgramServiceRevenueAmt |
| PY Investment Income | $590,517 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,178,215 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$46,592 | PYOtherRevenueAmt |
| CY Other Revenue | $94,253 | CYOtherRevenueAmt |
| PY Total Revenue | $131,494,833 | PYTotalRevenueAmt |
| CY Total Revenue | $144,641,176 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $69,867,346 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $77,967,565 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,542,198 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,125,535 | PYOtherExpensesAmt |
| CY Other Expenses | $63,392,475 | CYOtherExpensesAmt |
| PY Total Expenses | $126,992,881 | PYTotalExpensesAmt |
| CY Total Expenses | $141,360,040 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,501,952 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,281,136 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $102,170,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,921,330 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $36,880,710 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,651,802 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,290,001 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,269,528 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The vision of Hope is to transform the experiences of illness, aging, and dying into opportunities to live well. The Mission of Hope is to improve the quality of life for every person experiencing serious illness by providing exceptional, comforting care and choices that give hope and meaning to every moment. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $94,316,154 | ExpenseAmt |
| Revenue | $90,118,614 | RevenueAmt |
| Desc | END OF LIFE CARE, COMFORT AND SUPPORT FOR PATIENTS AND THEIR FAMILIES. THE CARE IS PROVIDED IN PATIENT'S HOMES, ASSISTED LIVING FACILITIES, NURSING HOMES, HOSPITALS AND HOPE HOSPICE HOUSES. MEDICAL AND OTHER CARE PROFESSIONALS ARE DEDICATED TO MEETING THE NEEDS OF EACH PERSON. THE ORGANIZATION PROVIDES SERVICES TO LEE, HENDRY, AND GLADES, COUNTIES. (AVERAGE DAILY CENSUS OF 1,094 PATIENTS FOR FISCAL YEAR 2020-21). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $36,438,331 | ExpenseAmt |
| Revenue | $38,037,094 | 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 | $130,754,485 | 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 | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | 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 | 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 | 421 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1159 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | JILL LAMPLEY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2394824673 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9470 HEALTHPARK CIRCLE | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 |
|---|---|---|---|---|---|---|---|---|---|
| Bo Turbeville | |||||||||
| Past Chair | 1.0 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Charles Idelson | |||||||||
| Chair | 1.0 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jerry Nichols | |||||||||
| Treasurer | 1.0 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Samira Beckwith | |||||||||
| President/CEO | 55.0 | 5.0 | Yes (X) | Yes (X) | $555,931 | $0 | $41,332 | ||
| Sandy Stilwell Youngquist | |||||||||
| Secretary | 1.0 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| West McCann | |||||||||
| Vice Chair | 1.0 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joe Gammons | |||||||||
| Board Member | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Larry Hart | |||||||||
| Board Member | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Lori Shaffer | |||||||||
| Board Member | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Noreen DiPlacido | |||||||||
| Board Member | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Rev Dr Tim Halverson | |||||||||
| Board Member | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Tom Giles | |||||||||
| Board Member | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Trudi Williams | |||||||||
| Board Member | 1.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |||
| Jill Lampley | |||||||||
| Chief Financial Officer | 45.0 | 5.0 | Yes (X) | $270,278 | $0 | $22,081 | |||
| Amy Objartel | |||||||||
| Chief Mission Support | 40.0 | 0.0 | $163,481 | $0 | $31,955 | Yes (X) | |||
| Bridget J Montana | |||||||||
| Chief Operating Officer | 40.0 | $247,467 | $0 | $11,041 | Yes (X) | ||||
| Charlotte King | |||||||||
| Chief Human Resources | 40.0 | $251,589 | $0 | $40,806 | Yes (X) | ||||
| John Rivera | |||||||||
| Chief Information Officer | 40.0 | 0.0 | $156,638 | $0 | $29,831 | Yes (X) | |||
| Lisbeth Benacquisto | |||||||||
| Executive Vice President | 40.0 | 0.0 | $155,383 | $0 | $74 | Yes (X) | |||
| Luis Cortes DO | |||||||||
| Chief Medical Services | 40.0 | $314,082 | $0 | $46,999 | Yes (X) | ||||
| Bakthavatsalam Vardhini | |||||||||
| Hospice Physician | 40.0 | 0.0 | $230,856 | $0 | $50,792 | Yes (X) | |||
| Charles Newton | |||||||||
| Hospice Physician | 40.0 | $251,663 | $0 | $41,250 | Yes (X) | ||||
| James Hubert | |||||||||
| Hospice Physician | 40.0 | 0.0 | $236,220 | $0 | $32,608 | Yes (X) | |||
| Robin Ross | |||||||||
| PACE Medical Director | 40.0 | $249,272 | $0 | $52,166 | Yes (X) | ||||
| Sheeja Kanacheril | |||||||||
| Hospice Physician | 40.0 | $236,798 | $0 | $52,081 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,319,658 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $453,016 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 67 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 | $3,963,280 |
| PAGE REHABILITATION | |||||
| 2310 N AIRPORT ROAD | FORT MYERS | FL | 33907 | SKILLED NURSING FACILITY | $1,644,263 |
| JBM Healthcare LLC dba Executive Care | |||||
| 16325 S Tamiami Trail | Fort Myers | FL | 33908 | Staffing Services | $1,470,724 |
| SHELL POINT VILLAGE | |||||
| 15000 SHELL POINT BLVD | FORT MYERS | FL | 33908 | SKILLED NURSING FACILITY | $1,211,158 |
| Lifecare of Estero | |||||
| 3850 Williams Road | Estero | FL | 33928 | Skilled Nursing Facility | $1,137,963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 83 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $10,098,393 | GovernmentGrantsAmt |
| All Other Contributions | $4,114,607 | AllOtherContributionsAmt |
| Noncash Contributions | $2,041,978 | NoncashContributionsAmt |
| Total Contributions | $14,213,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Hospice Patient Services | Desc |
| Total Revenue Column | $128,155,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,155,708 | 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 | $128,155,708 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $710,211 | TotalRevenueColumnAmt |
| Exclusion | $710,211 | 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 | $9,224,954 | SecuritiesAmt |
| Other | $8,804,364 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,470,982 | SecuritiesAmt |
| Other | $9,090,332 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,753,972 | SecuritiesAmt |
| Other | -$285,968 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,468,004 | TotalRevenueColumnAmt |
| Exclusion | $1,468,004 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Food Services Income | 722210 | $32,446 | $32,446 |
| Miscellaneous Income | 900099 | $61,807 | $61,807 |
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 | $94,253 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,641,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,155,708 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,272,468 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,801,606 | TotalAmt |
| Program Services | $858,844 | ProgramServicesAmt |
| Management And General | $883,036 | ManagementAndGeneralAmt |
| Fundraising | $59,726 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,504,550 | TotalAmt |
| Program Services | $51,122,134 | ProgramServicesAmt |
| Management And General | $3,421,801 | ManagementAndGeneralAmt |
| Fundraising | $960,615 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,130,889 | TotalAmt |
| Program Services | $1,079,929 | ProgramServicesAmt |
| Management And General | $36,443 | ManagementAndGeneralAmt |
| Fundraising | $14,517 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,499,018 | TotalAmt |
| Program Services | $13,804,344 | ProgramServicesAmt |
| Management And General | $1,504,253 | ManagementAndGeneralAmt |
| Fundraising | $190,421 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,031,502 | TotalAmt |
| Program Services | $3,666,340 | ProgramServicesAmt |
| Management And General | $295,157 | ManagementAndGeneralAmt |
| Fundraising | $70,005 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,369 | TotalAmt |
| Program Services | $168,248 | ProgramServicesAmt |
| Management And General | $14,121 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,745 | TotalAmt |
| Program Services | $58,809 | ProgramServicesAmt |
| Management And General | $4,936 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,373 | TotalAmt |
| Program Services | $167,329 | ProgramServicesAmt |
| Management And General | $14,044 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,459,749 | TotalAmt |
| Program Services | $8,880,699 | ProgramServicesAmt |
| Management And General | $295,687 | ManagementAndGeneralAmt |
| Fundraising | $283,363 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,355 | TotalAmt |
| Program Services | $298,731 | ProgramServicesAmt |
| Management And General | $20,371 | ManagementAndGeneralAmt |
| Fundraising | $2,253 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,887,964 | TotalAmt |
| Program Services | $1,752,923 | ProgramServicesAmt |
| Management And General | $134,044 | ManagementAndGeneralAmt |
| Fundraising | $997 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,201 | TotalAmt |
| Program Services | $50,004 | ProgramServicesAmt |
| Management And General | $4,197 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,797,494 | TotalAmt |
| Program Services | $4,278,133 | ProgramServicesAmt |
| Management And General | $643,175 | ManagementAndGeneralAmt |
| Fundraising | $876,186 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,259 | TotalAmt |
| Program Services | $363,731 | ProgramServicesAmt |
| Management And General | $30,528 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,132,185 | TotalAmt |
| Program Services | $2,630,935 | ProgramServicesAmt |
| Management And General | $482,171 | ManagementAndGeneralAmt |
| Fundraising | $19,079 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735,067 | TotalAmt |
| Program Services | $616,377 | ProgramServicesAmt |
| Management And General | $68,819 | ManagementAndGeneralAmt |
| Fundraising | $49,871 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Nursing Home - Room & Board | $14,771,882 | $14,771,882 |
| Pharmacy | $7,598,184 | $7,598,184 |
| Inpatient | $5,566,706 | $5,566,706 |
| Oxygen/DME | $2,937,156 | $2,937,156 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,308,786 | TotalAmt |
| Program Services | $10,083,047 | ProgramServicesAmt |
| Management And General | $210,574 | ManagementAndGeneralAmt |
| Fundraising | $15,165 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,360,040 | TotalAmt |
| Program Services | $130,754,485 | ProgramServicesAmt |
| Management And General | $8,063,357 | ManagementAndGeneralAmt |
| Fundraising | $2,542,198 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,604,742 | BOYAmt |
| EOY | $20,767,005 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,775 | BOYAmt |
| EOY | $1,643,162 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,971,598 | BOYAmt |
| EOY | $6,084,247 | 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 | $529,456 | BOYAmt |
| EOY | $576,080 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,708,476 | BOYAmt |
| EOY | $1,630,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,777,691 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,197,052 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,404,496 | BOYAmt |
| EOY | $42,580,639 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,374,622 | BOYAmt |
| EOY | $29,513,981 | 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 | $4,322,546 | BOYAmt |
| EOY | $1,125,716 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,170,711 | BOYAmt |
| EOY | $103,921,330 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,917,035 | BOYAmt |
| EOY | $16,651,802 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,963,675 | BOYAmt |
| EOY | $0 | 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) |
|---|---|---|
| EOY | $20,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,880,710 | BOYAmt |
| EOY | $36,651,802 | 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 | $65,110,201 | BOYAmt |
| EOY | $66,945,628 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,800 | BOYAmt |
| EOY | $323,900 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,290,001 | BOYAmt |
| EOY | $67,269,528 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,170,711 | BOYAmt |
| EOY | $103,921,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,281,136 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,871,947 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$4,173,556 | 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 | $4,781,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,167,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,610,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,901,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,213,000 | CurrentTaxYearAmt |
| Total | $43,674,091 | 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 | $4,781,890 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,167,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,610,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,901,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,213,000 | CurrentTaxYearAmt |
| Total | $43,674,091 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,674,091 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $522,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $590,116 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $821,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $709,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $710,211 | CurrentTaxYearAmt |
| Total | $3,354,200 | 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 |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $890,783 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $462,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $735,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,253 | CurrentTaxYearAmt |
| Total | $2,339,289 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $49,367,580 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $561,736,967 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.8847 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8531 | 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 - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0; DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - 890783.0, COLUMN B - 462488.0, COLUMN C - 735213.0, COLUMN D - 156552.0, COLUMN E - 94253.0, COLUMN F - 2339289.0; DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 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 | $9,879,753 | OtherCostOrOtherBasisAmt |
| Book Value | $9,879,753 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,728,835 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,400,791 | DepreciationAmt |
| Book Value | $20,328,044 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,522,567 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,236,387 | DepreciationAmt |
| Book Value | $6,286,180 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,389,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,559,874 | DepreciationAmt |
| Book Value | $4,829,809 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,256,853 | OtherCostOrOtherBasisAmt |
| Book Value | $1,256,853 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,580,639 | TotalBookValueLandBuildingsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $143,553,500 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,871,947 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $65,215 | OtherRevenueAmt |
| Revenue Not Reported | $2,937,162 | RevenueNotReportedAmt |
| Revenue Subtotal | $140,616,338 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $181,373 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,843,465 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,024,838 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $144,641,176 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $141,520,200 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $391,360 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $391,360 | ExpensesNotReportedAmt |
| Expenses Subtotal | $141,128,840 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $181,373 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $49,827 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $231,200 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $141,360,040 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 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 - 53800 Loss on Disposal of Fixed Assets - 11415 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | Rounding - 65 Related Party Forgiveness Expense - 3793400 Estimated Settlements - 50000 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Loss on Disposal of Fixed Assets - 11415 Bad Debt - 379945 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | Estimated Settlements - 50000 Rounding - -173 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 | $502,336 | $0 | $0 | $0 | $53,595 | $0 | $12,398 | $0 | $28,934 | $0 | $597,263 | $0 | $0 | $0 |
| Jill Lampley | ||||||||||||||
| Chief Financial Officer | $259,014 | $0 | $0 | $0 | $11,264 | $0 | $12,022 | $0 | $10,059 | $0 | $292,359 | $0 | $0 | $0 |
| Luis Cortes DO | ||||||||||||||
| Chief Medical Services | $294,452 | $0 | $0 | $0 | $19,630 | $0 | $12,398 | $0 | $34,601 | $0 | $361,081 | $0 | $0 | $0 |
| Bridget J Montana | ||||||||||||||
| Chief Operating Officer | $247,467 | $0 | $0 | $0 | $0 | $0 | $11,041 | $0 | $0 | $0 | $258,508 | $0 | $0 | $0 |
| Lisbeth Benacquisto | ||||||||||||||
| Executive Vice President | $155,383 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $74 | $0 | $155,457 | $0 | $0 | $0 |
| Amy Objartel | ||||||||||||||
| Chief Mission Support | $156,558 | $0 | $0 | $0 | $6,923 | $0 | $7,395 | $0 | $24,560 | $0 | $195,436 | $0 | $0 | $0 |
| John Rivera | ||||||||||||||
| Chief Information Officer | $156,638 | $0 | $0 | $0 | $0 | $0 | $7,187 | $0 | $22,644 | $0 | $186,469 | $0 | $0 | $0 |
| Charlotte King | ||||||||||||||
| Chief Human Resources | $251,589 | $0 | $0 | $0 | $0 | $0 | $11,465 | $0 | $29,341 | $0 | $292,395 | $0 | $0 | $0 |
| Charles Newton | ||||||||||||||
| Hospice Physician | $244,708 | $0 | $0 | $0 | $6,955 | $0 | $10,895 | $0 | $30,355 | $0 | $292,913 | $0 | $0 | $0 |
| Robin Ross | ||||||||||||||
| PACE Medical Director | $240,091 | $0 | $0 | $0 | $9,181 | $0 | $11,094 | $0 | $41,072 | $0 | $301,438 | $0 | $0 | $0 |
| Sheeja Kanacheril | ||||||||||||||
| Hospice Physician | $236,798 | $0 | $0 | $0 | $0 | $0 | $10,423 | $0 | $41,658 | $0 | $288,879 | $0 | $0 | $0 |
| Bakthavatsalam Vardhini | ||||||||||||||
| Hospice Physician | $225,087 | $0 | $0 | $0 | $5,769 | $0 | $10,134 | $0 | $40,658 | $0 | $281,648 | $0 | $0 | $0 |
| James Hubert | ||||||||||||||
| Hospice Physician | $232,021 | $0 | $0 | $0 | $4,199 | $0 | $10,297 | $0 | $22,311 | $0 | $268,828 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING EMPLOYEES CONTRIBUTED TO A NONQUALIFIED RETIREMENT 457(F) PLAN: SAMIRA BECKWITH 19,500; BRIDGET MONTANA 19,000; JAMES HUBERT 15,345. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (5 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHARLES IDELSON | |||
| BOARD MEMBER OF ORGANIZATION AND EXECUTIVE VICE PRESIDENT, BUSEY BANK, NA | $158,700 | THE ORGANIZATION HAS AN ACCOUNT WITH BUSEY BANK, NA THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $41,220,100. PAYMENTS TOTALING $158,700 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES. | false |
| BO TURBEVILLE | |||
| BOARD MEMBER OF ORGANIZATION AND CEO OF ACCENT BUSINESS PRODUCTS | $51,100 | ACCENT BUSINESS PRODUCTS PROVIDED OFFICE MACHINES UNDER LEASE AGREEMENTS, TO WHICH PAYMENTS ARE MADE MONTHLY. PAYMENTS MADE DIRECTLY TOTALED $51,100. | false |
| Joe Gammons | |||
| Board Member and Principal, Office Furniture & Design Concepts | $214,200 | The Organization purchased office furniture totaling $214,200. | false |
| Jerry Nichols | |||
| Board Member and Representative, Northwestern Mutual | $46,200 | The Organization made payments directly for financial services totaling $46,200 during the year. | false |
| Samira Beckwith | |||
| President / CEO of Organization, and Board Member of Tabula Rasa Healthcare | $6,424,400 | Tabula Rasa, through its subsidiaries, provided various technology enabled products and services for medication risk management and organization performance optimization. | 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 | $2,035,581 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,397 | 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 (10 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. |
| 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 1a Delegate broad authority to a committee | During the year the Board of Directors delegated broad authority to act on its behalf to an Executive Committee composed of the Chair, Vice Chair, Secretary, and Treasurer. The Executive Committee is authorized to handle any matters referred to it by the Board of Directors. In addition, it is authorized all powers of the Board during the interval between meetings of the Board, except and excluding purchase, sale, lease or encumbering of real property. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | CHARLES IDELSON, SAMIRA BECKWITH - Business relationship |
| 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 | AS ORGANIZATION PERSONNEL, MEMBERS OF THE GOVERNING BODY AND ADVISORY BOARDS ARE COVERED UNDER ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN THE EVENT THAT A SITUATION ARISES WHEREBY AN EMPLOYEE HAS A CONFLICT OF INTEREST, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE PRESIDENT/CEO. DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST AND THE PRESIDENT/CEO'S DECISION REGARDING THE ACTIONS WILL BE NOTED IN A FILE KEPT BY THE PRESIDENT/CEO. IN THE EVENT A SITUATION EXISTS WHEREBY A MEMBER OF THE GOVERNING BODY OR ADVISORY COMMITTEE HAS A CONFLICT OF INTEREST, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE GOVERNING BODY. THE GOVERNING BODY WILL THEN RENDER A DECISION OF THAT MEMBER'S ELIGIBILITY TO VOTE ON ANY PARTICULAR ISSUE. DISCLOSURE OF A POTENTIAL CONFLICT AND THE GOVERNING BODY'S DECISION REGARDING THE CONFLICT WILL BE NOTED IN THE MINUTES. A CONFLICT OF INTEREST STATEMENT IS SIGNED ANNUALLY BY EACH BOARD MEMBER AND IS COLLECTED AND KEPT ON FILE BY THE EXECUTIVE ASSISTANT. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The President/CEO's Compensation is established and approved annually by the Executive Committee of the Board of Directors. The Committee utilizes data provided by independent compensation consultant studies to provide a basis for comparison. Additionally, an appraisal of performance is also discussed with all Board members. The Approval of the President/CEO's compensation is documented in the Executive Committee meeting minutes. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The Organization has a compensation program which applies to all personnel except the President/CEO. The policies and procedures define the general rules of operation of the compensation program and the President/CEO and Board retains 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 is reviewed annually. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. HOWEVER, THE FEDERAL FORM 990 IS AVAILABLE UPON REQUEST. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Rounding - -205; Bad Debt - -4173351; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISITING NURSES ASSOCIATION OF SW FLORIDA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9470 HealthPark Circle | AddressLine1Txt |
| City | Fort Myers | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596175593 | EIN |
| Primary Activities | TO PROVIDE HOME AND COMMUNITY BASED HEALTH CARE SERVICES. | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPE HOSPICE & COMMUNITY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| 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 | Yes (true) | 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 | false | 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 | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Visiting Nurses Association of SW Florida Inc | ||
| D | $565,459 | Organization's Accounting Records |
| Visiting Nurses Association of SW Florida Inc | ||
| O | $536,133 | Organization's Accounting Records |
| Visiting Nurses Association of SW Florida Inc | ||
| R | $3,793,406 | Organizations Accounting Records |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part V, Line 2(c) Line 3 Amount for Other Transfer of Cash or Property from Related Org. | FormAndLineReferenceDesc |
| Explanation | The total amount owed from the Related Organization was forgiven, resulting in Bad Debt to the Organization. | ExplanationTxt |