2022-11-09T14:31:38-06:00 2021-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2021-01-01 382532215 Arbor Hospice Inc ARBO 7346625999 2366 Oak Valley Drive Ann Arbor MI 48103 Lee Ann Myers CFO 7346625999 2022-11-09 true Lee Ann Myers 999009999 Jennifer Burke P01342224 3128997000 2021 2022-09-23 18:48:47Z ROBERT CAHILL 2366 Oak Valley Drive Ann Arbor MI 48103 24936376 false X www.arborhospice.org X 1984 MI PROVIDE SERVICES FOR TERMINALLY ILL PATIENTS AND THEIR FAMILIES. 8 5 186 142 0 0 991875 1115585 21211298 22370189 119865 210602 277037 279529 22600075 23975905 0 0 11332039 12640701 0 237433 8256573 8058266 19588612 20698967 3011463 3276938 20193897 20612418 7084030 4178546 13109867 16433872 TO MEET OUR PATIENTS AND FAMILIES WHERE THEY ARE WITH URGENCY, PURPOSE, AND COMPASSIONATE ACCOUNTABILITY SURROUNDING THEM WITH DECADES OF DEDICATED HOSPICE EXPERTISE. false false 14290799 0 20673444 HOSPICE FIELD: CARE RENDERED TO TERMINALLY ILL PATIENTS IN THEIR OWN HOME. 100,557 PATIENT DAYS OF CARE WERE PROVIDED DURING 2021. 2303731 0 1975485 HOSPICE RESIDENCE: 24-HOUR NURSING CARE PROVIDED IN THE ARBOR HOSPICE RESIDENCE, OUR 13-BED LICENSED IN-PATIENT FACILITY FOR PATIENTS WITH TERMINAL ILLNESSES. 3,428 PATIENT DAYS OF CARE WERE PROVIDED DURING 2021. 197495 0 0 GRIEF SUPPORT SERVICES: PROGRAMS OFFERED BY THE AGENCY ON A COMPREHENSIVE BASIS TO THE SURVIVING FAMILY MEMBERS AFTER THE DEATH OF A LOVED ONE. SPECIAL PROGRAMS ARE ALSO OFFERED FOR CHILDREN WHO HAVE SUFFERED THE LOSS OF A LOVED ONE. IN 2021, ARBOR HOSPICE PROVIDED GRIEF SUPPORT SERVICES TO APPROXIMATELY 1,514 CAREGIVERS, FAMILY OR COMMUNITY MEMBERS - OF THIS 88% WERE CONNECTED TO ARBOR HOSPICE WITH THE OTHER 12% COMING FROM ELSEWHERE IN THE COMMUNITY WITH NO TIES TO ARBOR HOSPICE. SERVICES OFFERED TO THE BEREAVED COMMUNITY CONTINUE TO BE ROBUST AND WIDE RANGING. 16792025 true true false true false false false false true true false false false true true false true false false false false false false true false false false false true false false false false false false false false false false false false false true false false false true 35 0 true 186 true false false false false false true true false false false false false false X 8 5 false false false false true true true true false false false true true true true true true false false false MI X Lee Ann Myers 3135785000 2366 Oak Valley Drive Ann Arbor MI 48103 DR Michael Paletta Senior VP/Chief Medical Officer 1.0 40.0 X X 0 441643 24564 John Evangelista Chair 1.0 1.0 X X 0 0 0 Lee Ann Myers Treasurer, Executive VP/Chief Financial Officer 1.0 42.0 X X 0 429794 16259 Richard Laurin Secretary 1.0 0 X X 0 0 0 Robert Cahill President & Chief Executive Officer 1.0 42.0 X X 0 755529 25574 Brad Kilally Trustee 1.0 0 X 0 0 0 Carolina Typaldos Trustee 1.0 0 X 0 0 0 Mary Jo Smith Trustee 1.0 0 X 0 0 0 Marcie Hillary Senior VP/Chief Fundraising Officer 1.0 40.0 X 0 404094 14179 Patrick Miller Executive VP/Chief Operating Officer 1.0 40.0 X 0 448611 28087 Krista M Newman AVP Business Integration 40.0 0 X 191993 0 16876 Michelle Willingham-Tubbs RN Contact Center 40.0 0 X 112756 0 22665 Thomas A O'Neil Medical Director 40.0 0 X 208992 0 25729 513741 2479671 173933 3 false true false EVANGELICAL HOMES OF MICHIGAN 440 W Russell St SALINE MI 48176 NURSING HOME 857300 ENCLARA PHARMACIA INC 1601 Cherry St Ste 1800 PHILADELPHIA PA 19195 PHARMACEUTICAL SERVICES 757418 QUALIS MANAGEMENT LLC 160 Mine Lake Ct Ste 200 Raleigh NC 27615 MEDICAL SUPPLY 636752 METRO MAIN II INC DBA FOUR SEASON NURSI 25440 6 Mile Rd REDFORD MI 48239 NURSING HOME 454205 MCKESSON MEDICAL-SURGICAL 12755 Hwy 55 PLYMOUTH MN 55441 MEDICAL SUPPLY 342793 12 46560 0 49393 0 335425 684207 200 1115585 PROGRAM REVENUE 623000 22370189 22370189 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 22370189 208587 0 208587 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 940554 0 938539 0 2015 0 2015 2015 22721 49393 21932 789 0 789 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS 900099 278740 278740 0 0 0 0 0 0 0 0 0 0 0 0 0 0 278740 23975905 22648929 0 211391 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 10584515 8350293 2067086 167136 249588 197561 48299 3728 1076158 851833 208252 16073 730440 578180 141350 10910 0 0 0 0 20200 0 20200 0 35673 0 35673 0 0 0 0 0 0 0 0 0 0 0 4991676 4825892 150718 15066 102836 0 102836 0 709558 654574 35022 19962 881526 786498 92953 2075 0 0 0 0 324005 111651 212354 0 219196 207066 12130 0 0 0 0 0 33588 16280 16811 497 0 0 0 0 0 0 0 0 344959 0 344959 0 46806 0 46806 0 BAD DEBT 197796 197796 0 0 MEMBERSHIP AND DUES 45016 4309 40113 594 MISCELLANEOUS 105431 10092 93947 1392 0 0 0 0 20698967 16792025 3669509 237433 0 0 0 0 4917866 6081527 3751971 3286329 201101 170721 2241103 2251776 0 0 0 0 0 0 76815 144204 10107501 1666025 8741387 8441476 0 0 263654 236385 0 0 20193897 20612418 2132060 1817790 0 0 9500 0 0 0 0 0 0 4951970 2351256 7084030 4178546 X 10903542 14546749 2206325 1887123 0 0 0 0 0 0 13109867 16433872 20193897 20612418 3276938 47067 0 X false true X true true true X 499503 11883 836356 991875 1115585 3455202 0 0 0 0 499503 11883 836356 991875 1115585 3455202 1125481 2329721 1100 728 28914 48351 183830 262923 0 0 0 0 0 0 33215 283210 278562 277037 302250 1174274 4892399 98713624 0.4762 0.3367 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 33215.0, COLUMN B - 283210.0, COLUMN C - 263124.0, COLUMN D - 277037.0, COLUMN E - 279529.0, COLUMN F - 1136115.0; DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 15438.0, COLUMN D - 0.0, COLUMN E - 22721.0, COLUMN F - 38159.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 43 43 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Through membership dues to the National Hospice and Palliative Care Organization, Arbor Hospice has indirectly participated in lobbying activities. Of the dues paid to NHPCO, 0.61% were assigned to lobbing activity. 822746 747500 75246 822746 0 0 0 0 0 822746 1072746 250000 822746 1072746 123851 123851 1072746 1022746 50000 304876 304876 1072746 0.0 1.0 0.0 false false 440393 440393 7953358 932603 7020755 1342588 456820 885768 371162 276602 94560 8441476 Due to affiliates 2351256 2351256 X Schedule D, Part V, Line 4 Intended uses of endowment funds OPERATIONS OF ARBOR HOSPICE, INC. Prior to December, 2018, the endowment fund was held and administered by Arbor Hospice Foundation, a related tax-exempt organization. In December 2018, the Arbor Hospice Foundation was dissolved and all assets, liabilities, and retained funds were transferred to Arbor Hospice, Inc. Arbor Hospice has adopted investment and spending policies for endowment assets that attempt to provide a perpetual source of support to programs supported by its endowments while seeking to preserve the purchasing power of the endowment assets. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote HOSPICE IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. U.S. GAAP REQUIRES THAT A TAX POSITION IS 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. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. HOSPICE'S FORMS 990 HAVE NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF MICHIGAN FOR THE LAST THREE YEARS. HOSPICE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. HOSPICE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. HOSPICE DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2021 AND 2020. Heroes For Arbor Hospice - Golf Outing 72114 49393 22721 21932 0 0 72114 49393 22721 21932 21932 789 X X X X X false false false false false false false false false Robert Cahill President & Chief Executive Officer 0 544041 0 153390 0 58097 0 10702 0 14871 0 781102 0 0 Lee Ann Myers Treasurer, Executive VP/Chief Financial Officer 0 336487 0 75590 0 17717 0 9173 0 7086 0 446054 0 0 DR Michael Paletta Senior VP/Chief Medical Officer 0 335103 0 79119 0 27422 0 9310 0 15254 0 466207 0 0 Marcie Hillary Senior VP/Chief Fundraising Officer 0 324134 0 68825 0 11135 0 6936 0 7243 0 418273 0 0 Patrick Miller Executive VP/Chief Operating Officer 0 338552 0 79960 0 30099 0 9558 0 18529 0 476698 0 0 Krista M Newman AVP Business Integration 154226 0 27750 0 10017 0 0 0 16876 0 208869 0 0 0 Thomas A O'Neil Medical Director 208434 0 500 0 58 0 8649 0 17080 0 234721 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION'S PRESIDENT & CEO IS PAID BY HOSPICE OF MICHIGAN, INC (HOM), A RELATED TAX-EXEMPT ORGANIZATION. HOM UTILIZES THE FOLLOWING METHODS IN DETERMINING THE PRESIDENT & CEO'S COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION OF OFFICERS The President/CEO and other officers are compensated by Hospice of Michigan, a related party. The Executive Committee of the Board of Trustees meets annually in April subsequent to the acceptance of the audited financial statements to review and approve as appropriate, funds to be allocated for total compensation for the organization's President/CEO, including base salary, bonus, car allowance, and other benefits. The Executive Committee also determines if the President/CEO's contract needs to be updated or renewed at this time. Minutes are taken up until the point where discussion of compensation takes place and a vote/decision is made in regards to compensation. In addition, in 2021 the annual external compensation study was performed to assess executive compensation. The compensation study aims to price positions at market by using local, national, and industry specific survey data. An outside consultant is engaged through American Society of Employers (ASE). Market data was gathered through at least three external surveys and nationally compared 990's of the largest hospices nationally as well as the top Michigan hospitals with revenues of $150 million or less. Form 990, Part VI, Line 6 Classes of members or stockholders The Corporation is organized on a non-stock basis as a nonprofit membership corporation. The sole member is Hospice of Michigan, Inc. ("HOM" or the "Member"). Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Corporation is organized on a non-stock basis as a nonprofit membership corporation. The sole member is Hospice of Michigan, Inc. ("HOM" or the "Member"). Pursuant to Section 3.2 of the Bylaws, approval by the Member shall be required for the election of voting members of the Corporation's Board, including the filling of vacancies. Pursuant to Section 4.5 of the Bylaws, at the Member's sole discretion, HOM may appoint up to two directors from either the HOM executive team or HOM board of directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Reserved Powers: Pursuant to Section 3.2 of the Bylaws, in addition to other rights reserved to the Member by law, approval by the Member shall be required for the following actions: a. The election of voting members of the Corporation's Board, including the filling of vacancies; b. Any amendments to the Corporation's Articles of Incorporation or Bylaws; c. A change in the Corporation's mission statement; d. Adoption or approval of any plan or dissolution of the Corporation; and e. Adoption or approval of any plan of merger, consolidation, or sale of all or substantially all of the assets or property of the Corporation. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body The organization does not have any committees with authority to act on behalf of the governing body. Therefore, this question has been answered "no" in accordance with Form 990 instructions. Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT COPY OF THE 990 IS PRESENTED TO THE MEMBER'S BOARD OF DIRECTORS BEFORE THE RETURNS ARE TRANSMITTED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy PROCEDURE: EMPLOYEES, BOTH PAID AND UNPAID (FROM HERE FORWARD REFERRED TO AS "EMPLOYEE"), AND BOARD MEMBERS, HAVE A FUNDAMENTAL OBLIGATION TO ACT IN THE BEST INTEREST OF PATIENT CARE AND ARBOR HOSPICE. EVERY BOARD MEMBER AND EMPLOYEE IS RESPONSIBLE FOR ACTING CONSISTENT WITH THIS OBLIGATION WHEN ENGAGING IN ACTIVITIES, AND SHOULD NOT LET OTHER PERSONAL AND FINANCIAL INTERESTS INTERFERE WITH THIS OBLIGATION. GENERAL PRACTICE GUIDELINES: (1) ARBOR HOSPICE REQUIRES THAT ALL MEMBERS OF ITS BOARDS OF TRUSTEES AND EMPLOYEES DISCLOSE INTERESTS THAT COULD RESULT IN A CONFLICT. ANNUALLY, ALL BOARD MEMBERS SIGN OFF ON A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY SITUATION WHICH MAY REPRESENT A CONFLICT. THE CORPORATE COMPLIANCE OFFICER (CCO) ALSO HAS ACCESS TO THE BOARD AT LEAST ANNUALLY. THE ORGANIZATION ALSO UTILIZES C-TRAC (CROWE TAX RISK ASSESSMENT AND CONTROL), A TOOL PROVIDED BY OUR TAX ADVISORS, TO SEND CONFLICT OF INTEREST SURVEYS TO ALL VOTING BOARD MEMBERS, EXECUTIVES, AND THE HIGHEST PAID STAFF. (2) ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO SUBMIT A DISCLOSURE STATEMENT, IF THERE IS A CONFLICT OF INTEREST THAT MEETS THE STATED DEFINITION, AT THE BEGINNING OF EMPLOYMENT OR TERM. (3) IF A MATTER ARISES IN WHICH A MEMBER OF THE BOARD OR EMPLOYEE HAS A CONFLICT OF INTEREST, THE INDIVIDUAL SHALL PROMPTLY DISCLOSE IT TO THE CEO, OR IN THE CASE OF THE CEO, THE BOARD CHAIRPERSON. (4) AN INDIVIDUAL WITH A POTENTIAL CONFLICT OF INTEREST SHALL NOT PROCEED TO MAKE ANY DECISION OR TAKE ANY ACTION ON BEHALF OF THE ORGANIZATION WITH THE APPROVAL OF THE BOARD OF TRUSTEES. (5) ARBOR HOSPICE EMPLOYEES ARE PRECLUDED FROM ENGAGING IN ACTIVITIES WITH ANY "VENDOR OR SUPPLIER BUSINESS" (AS THAT TERM IS DEFINED IN THE POLICY) THAT DOES OR SEEKS BUSINESS WITH ARBOR HOSPICE WHICH MAY RESULT IN A PERSONAL BENEFIT TO THE EMPLOYEE AT THE EXPENSE OF ARBOR HOSPICE OR MAY INFLUENCE THE EMPLOYEE'S DECISIONS ON MATTERS INVOLVING ARBOR HOSPICE AND A VENDOR OR SUPPLIER BUSINESS. 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 AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees CONTRACTED RESPITE - Total Expense: 27198, Program Service Expense: 27198, Management and General Expenses: 0, Fundraising Expenses: 0; CONTRACTED ROOM AND BOARD - Total Expense: 3765208, Program Service Expense: 3765208, Management and General Expenses: 0, Fundraising Expenses: 0; INFUSION AND EXTERNAL FEEDING - Total Expense: 50509, Program Service Expense: 50509, Management and General Expenses: 0, Fundraising Expenses: 0; PHARMACY - Total Expense: 753781, Program Service Expense: 753781, Management and General Expenses: 0, Fundraising Expenses: ; OTHER PURCHASED SERVICES - Total Expense: 343290, Program Service Expense: 229196, Management and General Expenses: 99028, Fundraising Expenses: 15066; CONSULTING - Total Expense: 51690, Program Service Expense: 0, Management and General Expenses: 51690, Fundraising Expenses: 0; Hospice of Michigan Inc 2366 OAK VALLEY DRIVE Ann Arbor MI 48103 382255529 HOSPICE CARE MI 501(c)(3) 10 na false SUPPORTIVE CARE SERVICES OF MICHIGAN INC 2366 OAK VALLEY DRIVE Ann Arbor MI 48103 383197374 MANAGEMENT SERVICES MI 501(c)(3) 10 HOSPICE OF MICHIGAN false NORTHSTAR PALLIATIVE CARE INC 2366 OAK VALLEY DRIVE ANN ARBOR MI 48103 822430786 PALLIATIVE CARE MI 501(c)(3) 3 HOSPICE OF MICHIGAN false false false false false false false false false false true false false true true true false true false true