2022-11-10T15:34:43-06:00 2022-06-30 350921680 CROWE LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990 2021-07-01 953275679 The Elizabeth Hospice Inc ELIZ 7607372050 500 La Terraza BLVD 130 Escondido CA 920253876 Sarah McSpadden PRESIDENT & CEO 7607372050 2022-11-10 true Sarah McSpadden 999009999 DIANE KIRMACI P01578407 4155761100 2021 2022-09-23 18:48:47Z Sarah McSpadden 500 La Terraza BLVD 130 Escondido CA 920253876 52871036 false X elizabethhospice.org X 1978 CA TO ENHANCE THE QUALITY OF LIFE FOR THOSE NEARING THE END OF LIFE'S JOURNEY AND FOR THOSE WHO GRIEVE THROUGH RESPONSIVE MEDICAL, EMOTIONAL, AND SPIRITUAL SUPPORT. 14 13 213 213 16888 0 3358496 1829901 40435175 38006947 1987943 933009 331593 383888 46113207 41153745 0 0 27348779 27097214 0 1051101 11045371 10992368 38394150 38089582 7719057 3064163 45799118 44445077 6470240 6140463 39328878 38304614 To enhance the quality of life for those nearing the end of life's journey and for those who grieve. false false 29590294 38334845 For more than 44 years, The Elizabeth Hospice, has been recognized as a pioneer in the hospice movement. We are an experienced and trusted community resource that provides high-quality care and support for those facing the challenges brought on by advanced serious illnesses. Our services for both children and adults include hospice care for those with a prognosis of six months or less; palliative care for those living with a chronic advanced serious illness who are not hospice eligible; and, comprehensive grief support for patients, family and the general community. Since 1978, we have touched the lives of more than 115,000 people in San Diego County and Southwest Riverside County. The Elizabeth Hospice is an independent, nonprofit organization that relies on charitable contributions to ensurethat services are available to all who need them, regardless of insurance coverage or their ability to pay. All donations support our local programs including the grief support programs which are open to all in the community and do not require a hospice affiliation. 294215 Children's Grief Support; This program is a specialized children's bereavement program. It is unique in San Diego County. Our trained counselors and facilitators are a community resource for all grieving children (3 to 17 years old) and their caregivers There is no cost to participate. A hospice affiliation is not required. There are five components to the program: individual counseling; peer groups conducted at our Children's Centers; school-based on-campus support in 20 school districts (8-week student peer groups and training for school staff on how to support grieving student); crisis care to organizations and schools when there is a community tragedy; and, two annual grief camps. 260722 47725 The Elizabeth Hospice offers comprehensive grief counseling for all ages. These services are open to all in the community regardless of how their loved one died. It does not require a patient affiliation to access services. Individual counseling and group support are available at our facilities in Temecula, Mission Valley, Carlsbad and Escondido. Support groups include general grief support, spousal loss, child loss, infant loss and parent loss as well as a comprehensive program to address children's grief. 30145231 true true false false false false false false true true false false false false true true false false false false false false false true false false false false true false false false false false false false true false false false false false false false false false true 104 0 true 213 true true true false false false false true true false false false false false false X 14 13 false false false false false false false true true false false true true true true true true true true false CA X X Deena Nelson 7607372050 500 La Terraza Blvd Ste 130 Escondido CA 92025 Cynthia Robertson Director/Secretary 1.0 X X 0 0 0 Mark Neu Director/Chairman 1.0 X X 0 0 0 Sarah McSpadden CEO 40.0 X X 353877 0 24751 Theodore Davis Director/Treasurer 1.0 X X 0 0 0 Chancellor Txomes Director (beginning 1/1/22) 1.0 X 0 0 0 Dan Laframboise Director/Chair-elect 1.0 X 0 0 0 Doug Dawson Director 1.0 X 0 0 0 Elizabeth McCann Director (Beginning 7/1/21) 1.0 X 0 0 0 George Olmstead Director 1.0 X 0 0 0 Glenn Panzer Director 1.0 X 0 0 0 Kiprian Skavinski Director (Beginning 7/1/21) 1.0 X 0 0 0 Michael McDuffie Director 1.0 X 0 0 0 Molly Schulze Director (beginning 1/1/22) 1.0 X 0 0 0 Tammy Morita Director 1.0 X 0 0 0 Cheryl Farst CAO 40.0 X 140178 0 13856 Darlene Rutledge CCO 40.0 X 255969 0 27501 Deena Nelson CFO 40.0 X 218432 0 15794 George Delgado CMO 40.0 X 312108 0 23908 Jean Loo-Russo CPO 40.0 X 212760 0 13439 Laury Bliss CSO 40.0 X 253546 0 13584 Mary Kate O'Connell CPO 40.0 X 237142 0 15711 Carol Bos Director 40.0 X 158476 0 10466 Francelina Nichols Director of Sales and Marketing 40.0 X 171565 0 12729 Jessica Jackson Director of Quality and Compliance 40.0 X 169608 0 11073 Kathleen Gordinier Director of Bereavement and Volunteers 40.0 X 156436 0 20638 Phaedra Kunze Director of Palliative Care 40.0 X 169910 0 14612 2810007 0 218062 116 false true false Medline Industries Inc Dept LA 21558 Pasadena CA 911851558 Medical Supplies 872434 Tenisi Tech 15559 Union Ave Suite 142 Los Gatos CA 95032 IT Services 710919 Escondido Medical Investors LP 1980 Felicita Road Escondido CA 92025 Nursing Services 611039 Hospice of Michigan Inc 2366 Oak Valley Dr Ann Arbor MI 48103 Nursing Services 289828 Boggeln Laurence Henry MD 45855 Corte Carmello Temecula CA 92592 Physician Services 273731 22 69225 1760676 1829901 Hospice Services 621610 38006947 38006947 0 0 0 0 38006947 338140 338140 0 0 12275767 11680898 594869 0 594869 594869 26600 69225 35962 -9362 -9362 1170 431 739 739 Workers compensation dividend 900099 124881 124881 Other Income 900099 267630 250742 16888 0 0 0 0 392511 41153745 38382570 16888 924386 1905200 777496 1127704 17918806 15356510 1999451 562845 363016 311927 35269 15820 5395687 4557891 686913 150883 1514505 1261170 210333 43002 80907 55426 25481 95552 95552 2140437 546353 1594060 24 338115 222104 96449 19562 402664 271284 116898 14482 683946 479394 155188 49364 1805623 1561253 203642 40728 857620 809524 47747 349 306894 59608 134383 112903 441729 381946 49819 9964 285162 746 284416 Medications 1035484 1035484 Medical Equipment 1318541 1318541 Medical Supplies 919244 919244 Patient Expense 168956 163262 5694 111494 111494 0 0 38089582 30145231 6893250 1051101 8313069 7260537 5286444 5018602 0 0 0 0 253708 212615 6049574 3332153 2929269 2717421 28389004 28608979 0 0 627624 626923 45799118 44445077 6456975 6120483 13265 19980 0 0 0 0 6470240 6140463 30079782 30325291 9249096 7979323 39328878 38304614 45799118 44445077 3064163 -4088427 0 X false true X true false X 6868930 2691316 3521733 3358496 1776939 18217414 37228846 36954361 36766044 40435175 38006947 189391373 0 0 0 44097776 39645677 40287777 43793671 39783886 207608787 28737 5000 5301 33093 39880 112011 0 0 0 0 0 0 28737 5000 5301 33093 39880 112011 207496776 285036 343810 475729 303320 338140 1746035 16888 16888 285036 343810 475729 303320 355028 1762923 0 422517 552117 566372 349022 419111 2309139 44805329 40541604 41329878 44446013 40558025 211680849 0.9802 0.9810 0.01 0.01 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - GROSS INCOME FROM FUNDRAISING, COLUMN A - 36047.0, COLUMN B - 53572.0, COLUMN C - 40006.0, COLUMN D - 1200.0, COLUMN E - 26600.0, COLUMN F - 157425.0; DESCRIPTION - WORKERS COMPENSATION DIVIDEND, COLUMN A - 66659.0, COLUMN B - 91092.0, COLUMN C - 171200.0, COLUMN D - 100611.0, COLUMN E - 124881.0, COLUMN F - 554443.0; DESCRIPTION - OTHER INCOME, COLUMN A - 319811.0, COLUMN B - 407453.0, COLUMN C - 355166.0, COLUMN D - 247211.0, COLUMN E - 267630.0, COLUMN F - 1597271.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23130792 517432 -2649651 454561 20544012 18473695 0 5026597 369500 23130792 16049103 2342483 452558 370449 18473695 13977568 1746498 702098 377061 16049103 7583231 5745375 741173 92211 13977568 0.6291 0.3421 0.0288 false false 879235 879235 2902014 1436472 1465542 2268325 1895681 372644 2717421 0 X 36984222 -4088427 0 -4088427 41072649 81096 81096 41153745 38008486 0 0 38008486 81096 81096 38089582 Schedule D, Part V, Line 4 Intended uses of endowment funds The Elizabeth Hospice endowments support our mission as a community focused provider. These include: "Charity Care" that ensures that all who are eligible have access to hospice care regardless of their financial ability to pay; "Staff Education" that ensures the community receives quality care; "Hospice and Palliative Care" that ensures innovation; and, a "Board Directed" endowment that ensures the longevity of the organization. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization 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 no" that the tax position would be sustained in a tax examination, with a tax examination being resumed 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. The Organization's Form 990 has not been subject to examination by the Internal Revenue Service or the state of California for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at June 30, 2022 and 2021. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Special Events Expense - 81096 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Special Events Expense - 81096 Golf Tournament 42048 30215 11833 7243 576 300 6941 Motown Downtown 53777 39010 14767 1505 2602 1800 14995 0 95825 69225 26600 8748 3178 2100 21936 35962 -9362 X X false false false false false false false false false Sarah McSpadden CEO 304086 0 49791 0 0 0 7206 0 17545 0 378628 0 0 0 Darlene Rutledge CCO 221422 0 34547 0 0 0 7228 0 20273 0 283470 0 0 0 George Delgado CMO 223739 0 36194 0 52175 0 6549 0 17359 0 336016 0 0 0 Laury Bliss CSO 222423 0 31123 0 0 0 5316 0 8268 0 267130 0 0 0 Mary Kate O'Connell CPO 190554 0 29557 0 17031 0 5781 0 9930 0 252853 0 0 0 Deena Nelson CFO 190322 0 28110 0 0 0 5831 0 9963 0 234226 0 0 0 Jean Loo-Russo CPO 181262 0 24481 0 7017 0 5657 0 7782 0 226199 0 0 0 Cheryl Farst CAO 117964 0 17594 0 4620 0 3974 0 9882 0 154034 0 0 0 Francelina Nichols Director of Sales and Marketing 146615 0 24950 0 0 0 4999 0 7730 0 184294 0 0 0 Phaedra Kunze Director of Palliative Care 143673 0 14481 0 11756 0 4001 0 10611 0 184522 0 0 0 Jessica Jackson Director of Quality and Compliance 140232 0 15479 0 13897 0 4667 0 6406 0 180681 0 0 0 Kathleen Gordinier Director of Bereavement and Volunteers 141316 0 15120 0 0 0 2696 0 17942 0 177074 0 0 0 Carol Bos Director 143670 0 14806 0 0 0 3978 0 6488 0 168942 0 0 0 Elizabeth Supportive Medical Specialists Entity More than 35% owned by Dr. George Delgado, Key Employee 110425 Physician Services false Elizabeth Supportive Medical Specialists Entity More than 35% owned by Dr. George Delgado, Key Employee 106526 Administrative Services false Form 990, Part VI, Line 1a Delegate broad authority to a committee THE BOARD OF DIRECTORS AS OUTLINED IN THE BYLAWS OF THE CORPORATION HAS A DESIGNATED EXECUTIVE COMMITTEE AND DELEGATE TO SUCH COMMITTEE ANY OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION WITH SOME EXCEPTIONS AS PROVIDED IN THE ORGANIZATIONS BYLAWS. BY MAJORITY VOTE OF THE DIRECTORS THEN IN OFFICE, THE BOARD MAY AT ANY TIME REVOKE OR MODIFY ANY OR ALL OF THE AUTHORITY SO DELEGATED, INCREASE OR DECREASE BUT NOT BELOW TWO (2) THE NUMBER OF EXECUTIVE COMMITTEE MEMBERS, AND FILL VACANCIES THEREIN FROM THE MEMBERS OF THE BOARD. Form 990, Part VI, Line 11b Review of form 990 by governing body MANAGEMENT AT THE ELIZABETH HOSPICE WORKS WITH AN OUTSIDE TAX FIRM IN THE PREPARATION AND REVIEW OF THE IRS FORM 990. THE BOARD OF DIRECTORS HAS DELEGATED ITS AUTHORITY TO THE AUDIT COMMITTEE WHO REVIEWS A DRAFT OF THE IRS FORM 990 WITH MANAGEMENT AND THE TAX FIRM. ONCE THE AUDIT COMMITTEE HAS APPROVED THE 990 AND PRIOR TO THE TAX FIRM FILING THE 990 THE APPROVED DRAFT IS SENT TO THE BOARD OF DIRECTORS FOR REVIEW. THE TAX FIRM ALSO PRESENTS THE APPROVED 990 AT A REGULARLY SCHEDULED BOARD MEETING. Form 990, Part VI, Line 12c Conflict of interest policy BOARD MEMBERS AND OFFICERS ARE PROVIDED THE CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORMS ANNUALLY. THEY ARE TO REPORT ANY ACTIVITY OR RELATIONSHIP THAT COULD BE SEEN AS A CONFLICT OF INTEREST TO THE BOARD OF DIRECTORS. THE CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED AND TRACKED BY THE SECRETARY AND REPORTED TO THE GOVERNANCE COMMITTEE. ANY ACTUAL OR POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD OF DIRECTORS BY THE GOVERNANCE COMMITTEE AND THE IDENTIFIED INDIVIDUAL IS TO ABSTAIN FROM VOTING ON ANY ISSUES RELATED TO THE POTENTIAL CONFLICT. EMPLOYEES SIGN A CONFLICT OF INTEREST UPON EMPLOYMENT. DISCLOSURE OF A POTENTIAL EMPLOYEE CONFLICT AND THE EXECUTIVE DIRECTOR'S/ADMINISTRATORS DECISION REGARDING THE ACTIONS TAKEN WILL BE MAINTAINED BY THE HUMAN RESOURCES DEPARTMENT IN THE EMPLOYEE FILE. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMMITTEE RECEIVES COMPARABILITY DATA AND COMPENSATION SURVEYS FROM HUMAN RESOURCES FOR THE CEO EVERY TWO TO THREE YEARS. ANNUALLY, THE EXECUTIVE COMMITTEE CONDUCTS A WRITTEN EVALUATION OF THE CEO AND DETERMINES ANY ADJUSTMENTS TO SALARY. THE RECOMMENDATIONS ARE PRESENTED TO THE FULL BOARD IN A CLOSED SESSION. EVIDENCE OF THE CLOSED SESSION IS DOCUMENTED IN THE BOARD MINUTES. LAST COMPLETED IN 2021. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE CEO RECEIVES COMPARABILITY DATA AND COMPENSATION SURVEYS FROM HUMAN RESOURCES FOR OTHER KEY EMPLOYEES AND TOP MANAGEMENT EVERY TWO TO THREE YEARS. ANNUALLY, THE CEO CONDUCTS AN EVALUATION AND MAKES RECOMMENDATIONS TO HR ON SALARY ADJUSTMENTS. BASED ON THE RESULTS, REVIEW OF EACH POSITION AND TAKING INTO ACCOUNT THE LEVEL OF EXPERIENCE FOR EACH INDIVIDUAL ADJUSTMENTS ARE MADE, IF WARRANTED, AND PROVIDED TO THE EMPLOYEE IN WRITING. Form 990, Part VI, Line 19 Required documents available to the public A STATEMENT OF INFORMATION IS FILED WITH AND IS AVAILABLE TO THE PUBLIC AT THE OFFICIAL WEBSITE OF THE CALIFORNIA SECRETARY OF STATE. THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE ORGANIZATION IS REQUIRED TO FILE ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS WITH ITS MEDICARE COST REPORT. THIS INFORMATION IS SUBJECT TO A PUBLIC RECORDS REQUEST. DIRECT REQUESTS FOR THE DOCUMENTS ARE PROVIDED UPON REQUEST. AUDITED FINANCIALS, IRS FORM 990 AND IMPACT REPORT ARE AVAILABLE FOR VIEWING ON OUR WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE FOR VIEWING UPON REQUEST AT 500 LA TERRAZA BLVD, SUITE 130, ESCONDIDO, CA 92025-3876.