2022-08-12T08:03:23-05:00 2021-09-30 410746749 CliftonLarsonAllen LLP 12800 University Drive Suite 210 Fort Myers FL 33907 990 2020-10-01 592128697 HOPE HOSPICE AND COMMUNITY SERVICES INC HOPE 2394824673 9470 HEALTH PARK CIRCLE FORT MYERS FL 33908 Jill Lampley Chief Financial Officer 2022-08-12 true Jill Lampley 999009999 Ann Daly CPA P01041500 2392269900 2015-05-19 2020 2022-09-23 18:48:47Z SAMIRA K BECKWITH 9470 HEALTH PARK CIRCLE FORT MYERS FL 33908 161202490 false X www.hopehcs.org X 1981 FL 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 13 8 1159 753 0 0 10901221 14213000 120049687 128155708 590517 2178215 -46592 94253 131494833 144641176 0 0 69867346 77967565 0 2542198 57125535 63392475 126992881 141360040 4501952 3281136 102170711 103921330 36880710 36651802 65290001 67269528 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. false false 94316154 90118614 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). 36438331 38037094 PLEASE REFER TO SCHEDULE O FOR INFORMATION REGARDING HOPE HOSPICE'S PACE PROGRAM. 130754485 true true false false false false false false false true false false false false true false true false false false false false false false false false false false true false false false false false true false false true false false false false true true true false false true 421 0 true 1159 true false false false false false false false false false false false false X 13 8 true false false false false false false true true false false true true true true true true true true false FL X JILL LAMPLEY CFO 2394824673 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 Bo Turbeville Past Chair 1.0 0.5 X X 0 0 0 Charles Idelson Chair 1.0 0.5 X X 0 0 0 Jerry Nichols Treasurer 1.0 0.5 X X 0 0 0 Samira Beckwith President/CEO 55.0 5.0 X X 555931 0 41332 Sandy Stilwell Youngquist Secretary 1.0 0.5 X X 0 0 0 West McCann Vice Chair 1.0 0.5 X X 0 0 0 Joe Gammons Board Member 1.0 0.5 X 0 0 0 Larry Hart Board Member 1.0 0.5 X 0 0 0 Lori Shaffer Board Member 1.0 0.5 X 0 0 0 Noreen DiPlacido Board Member 1.0 0.5 X 0 0 0 Rev Dr Tim Halverson Board Member 1.0 0.5 X 0 0 0 Tom Giles Board Member 1.0 0.5 X 0 0 0 Trudi Williams Board Member 1.0 0.5 X 0 0 0 Jill Lampley Chief Financial Officer 45.0 5.0 X 270278 0 22081 Amy Objartel Chief Mission Support 40.0 0.0 X 163481 0 31955 Bridget J Montana Chief Operating Officer 40.0 X 247467 0 11041 Charlotte King Chief Human Resources 40.0 X 251589 0 40806 John Rivera Chief Information Officer 40.0 0.0 X 156638 0 29831 Lisbeth Benacquisto Executive Vice President 40.0 0.0 X 155383 0 74 Luis Cortes DO Chief Medical Services 40.0 X 314082 0 46999 Bakthavatsalam Vardhini Hospice Physician 40.0 0.0 X 230856 0 50792 Charles Newton Hospice Physician 40.0 X 251663 0 41250 James Hubert Hospice Physician 40.0 0.0 X 236220 0 32608 Robin Ross PACE Medical Director 40.0 X 249272 0 52166 Sheeja Kanacheril Hospice Physician 40.0 X 236798 0 52081 3319658 0 453016 67 true true false Lee Memorial Health System PO Box 150107 Cape Coral FL 339150107 Health Care Provider 3963280 PAGE REHABILITATION 2310 N AIRPORT ROAD FORT MYERS FL 33907 SKILLED NURSING FACILITY 1644263 JBM Healthcare LLC dba Executive Care 16325 S Tamiami Trail Fort Myers FL 33908 Staffing Services 1470724 SHELL POINT VILLAGE 15000 SHELL POINT BLVD FORT MYERS FL 33908 SKILLED NURSING FACILITY 1211158 Lifecare of Estero 3850 Williams Road Estero FL 33928 Skilled Nursing Facility 1137963 83 10098393 4114607 2041978 14213000 Hospice Patient Services 128155708 128155708 0 0 0 0 128155708 710211 710211 0 0 9224954 8804364 7470982 9090332 1753972 -285968 1468004 1468004 Food Services Income 722210 32446 32446 Miscellaneous Income 900099 61807 61807 0 0 0 0 94253 144641176 128155708 0 2272468 1801606 858844 883036 59726 55504550 51122134 3421801 960615 1130889 1079929 36443 14517 15499018 13804344 1504253 190421 4031502 3666340 295157 70005 182369 168248 14121 63745 58809 4936 181373 167329 14044 9459749 8880699 295687 283363 321355 298731 20371 2253 1887964 1752923 134044 997 54201 50004 4197 5797494 4278133 643175 876186 394259 363731 30528 3132185 2630935 482171 19079 735067 616377 68819 49871 Nursing Home - Room & Board 14771882 14771882 Pharmacy 7598184 7598184 Inpatient 5566706 5566706 Oxygen/DME 2937156 2937156 10308786 10083047 210574 15165 141360040 130754485 8063357 2542198 7604742 20767005 1254775 1643162 6971598 6084247 0 0 0 0 529456 576080 1708476 1630500 78777691 36197052 52404496 42580639 27374622 29513981 0 0 4322546 1125716 102170711 103921330 13917035 16651802 22963675 0 0 0 20000000 0 0 36880710 36651802 X 65110201 66945628 179800 323900 65290001 67269528 102170711 103921330 X 3281136 2871947 -4173556 X false true X true true true X 4781890 9167906 4610074 10901221 14213000 43674091 0 0 4781890 9167906 4610074 10901221 14213000 43674091 0 43674091 522193 590116 821767 709913 710211 3354200 0 0 0 0 0 890783 462488 735213 156552 94253 2339289 49367580 561736967 0.8847 0.8531 X Schedule A, Part II, Line 10 Other Income 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; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9879753 9879753 43728835 23400791 20328044 13522567 7236387 6286180 10389683 5559874 4829809 1256853 1256853 42580639 0 X 143553500 2871947 65215 2937162 140616338 181373 3843465 4024838 144641176 141520200 391360 391360 141128840 181373 49827 231200 141360040 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 X X X X X X false true false false false false false false false Samira Beckwith President/CEO 502336 0 0 0 53595 0 12398 0 28934 0 597263 0 0 0 Jill Lampley Chief Financial Officer 259014 0 0 0 11264 0 12022 0 10059 0 292359 0 0 0 Luis Cortes DO Chief Medical Services 294452 0 0 0 19630 0 12398 0 34601 0 361081 0 0 0 Bridget J Montana Chief Operating Officer 247467 0 0 0 0 0 11041 0 0 0 258508 0 0 0 Lisbeth Benacquisto Executive Vice President 155383 0 0 0 0 0 0 0 74 0 155457 0 0 0 Amy Objartel Chief Mission Support 156558 0 0 0 6923 0 7395 0 24560 0 195436 0 0 0 John Rivera Chief Information Officer 156638 0 0 0 0 0 7187 0 22644 0 186469 0 0 0 Charlotte King Chief Human Resources 251589 0 0 0 0 0 11465 0 29341 0 292395 0 0 0 Charles Newton Hospice Physician 244708 0 0 0 6955 0 10895 0 30355 0 292913 0 0 0 Robin Ross PACE Medical Director 240091 0 0 0 9181 0 11094 0 41072 0 301438 0 0 0 Sheeja Kanacheril Hospice Physician 236798 0 0 0 0 0 10423 0 41658 0 288879 0 0 0 Bakthavatsalam Vardhini Hospice Physician 225087 0 0 0 5769 0 10134 0 40658 0 281648 0 0 0 James Hubert Hospice Physician 232021 0 0 0 4199 0 10297 0 22311 0 268828 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING EMPLOYEES CONTRIBUTED TO A NONQUALIFIED RETIREMENT 457(F) PLAN: SAMIRA BECKWITH 19,500; BRIDGET MONTANA 19,000; JAMES HUBERT 15,345. CHARLES IDELSON BOARD MEMBER OF ORGANIZATION AND EXECUTIVE VICE PRESIDENT, BUSEY BANK, NA 158700 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 51100 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 214200 The Organization purchased office furniture totaling $214,200. false Jerry Nichols Board Member and Representative, Northwestern Mutual 46200 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 6424400 Tabula Rasa, through its subsidiaries, provided various technology enabled products and services for medication risk management and organization performance optimization. false X 2035581 Market value X 2 6397 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of Contributions 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; VISITING NURSES ASSOCIATION OF SW FLORIDA INC 9470 HealthPark Circle Fort Myers FL 33908 596175593 TO PROVIDE HOME AND COMMUNITY BASED HEALTH CARE SERVICES. FL 501(c)(3) 10 HOPE HOSPICE & COMMUNITY SERVICES INC true false false false true false false false false false false false false false true true false false true false Visiting Nurses Association of SW Florida Inc D 565459 Organization's Accounting Records Visiting Nurses Association of SW Florida Inc O 536133 Organization's Accounting Records Visiting Nurses Association of SW Florida Inc R 3793406 Organizations Accounting Records Schedule R, Part V, Line 2(c) Line 3 Amount for Other Transfer of Cash or Property from Related Org. The total amount owed from the Related Organization was forgiven, resulting in Bad Debt to the Organization.