HOSPICE OF MARTIN & ST LUCIE INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HOSPICE OF MARTIN & ST LUCIE INC (EIN 59-2171740)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-04
- IRS object ID
- 202102169349301325
- Schema version
- 2019v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-04T12:07:27-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593070669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 S ORANGE AVENUE SUITE 600 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592171740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE OF MARTIN & ST LUCIE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOSP | BusinessNameControlTxt |
| Phone | 7724034500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 SE INDIAN STREET | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34997 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACKIE KENDRICK | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7724034500 | PhoneNum |
| Signature | 2021-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COURTNEY HOGBEN | PreparerPersonNm |
| PTIN | P01619105 | PTIN |
| Phone | 4077405400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREASURE COAST HOSPICE OF MARTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACKIE KENDRICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 SE INDIAN STREET | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,805,793 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TREASUREHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE ACCESS TO COMPASSIONATE, CARING, EXPERT AND PROFESSIONAL HOSPICE AND GRIEF SUPPORT SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 131 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $518,028 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,174,449 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,283,998 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,280 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,767 | CYInvestmentIncomeAmt |
| PY Other Revenue | $226 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $14,176,955 | PYTotalRevenueAmt |
| CY Total Revenue | $16,805,793 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,898,228 | PYOtherExpensesAmt |
| CY Other Expenses | $15,027,736 | CYOtherExpensesAmt |
| PY Total Expenses | $12,898,228 | PYTotalExpensesAmt |
| CY Total Expenses | $15,027,736 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,278,727 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,778,057 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $235,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,738,931 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,409,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,135,454 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,174,580 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $603,477 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOSPICE OF MARTIN & ST. LUCIE, INC. EXISTS TO PROVIDE HOSPICE, GRIEF COUNSELING, EDUCATION AND OTHER SERVICES TO PATIENTS AND FAMILIES DEALING WITH DEATH AND DYING SO THAT THEY MIGHT LIVE AS FULLY AND COMFORTABLY AS POSSIBLE.HOSPICE RECOGNIZES DYING AS A NORMAL PROCESS. HOSPICE EXISTS IN THE HOPE AND BELIEF THAT THROUGH APPROPRIATE CARE AND THE PROMOTION OF A CARING COMMUNITY SENSITIVE TO THEIR NEEDS, PATIENTS AND FAMILIES MAY BE FREE TO ATTAIN A DEGREE OF MENTAL AND SPIRITUAL PREPARATION FOR DEATH THAT IS SATISFACTORY TO THEM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,888,058 | ExpenseAmt |
| Revenue | $16,283,998 | RevenueAmt |
| Desc | HOSPICE CARE IS A SPECIAL WAY OF CARING FOR PATIENT AND FAMILIES LIVING IN MARTIN, ST LUCIE AND OKEECHOBEE COUNTIES WHO ARE DEALING WITH DEATH AND DYING. THIS CARE INCLUDES PHYSICAL CARE AND COUNSELING. HOSPICE IS FOR ALL AGE GROUPS DURING THEIR FINAL STAGES OF LIFE THROUGHOUT THE HUMAN LIFESPAN. THE GOAL OF HOSPICE CARE IS TO TEACH THE CAREGIVERS AND ATTEND TO THE MEDICAL, PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL NEEDS OF THE HOSPICE PATIENT. ADDITIONAL SUPPORTIVE CARE AND COUNSELING IS PROVIDED TO FAMILIES. DURING THE CURRENT YEAR, THERE WERE 66,847 PATIENT DAYS AND 1,439 PATIENTS SERVED BY THE FILING ORGANIZATION. | Desc |
| Total Program Service Expenses | $12,888,058 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 | CARL MARTELLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7724031801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 SE INDIAN STREET | AddressLine1Txt |
| City | STUART | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| ROSE MILAGROS GUILBE MD | |||||||||
| MEDICAL DIRECTOR | 20.00 | 30.00 | Yes (X) | $0 | $265,656 | $19,312 | |||
| KENNETH MURRAY FOURNIE MED CFRE | |||||||||
| VICE PRESIDENT OF PHILANTROPY | 10.00 | 40.00 | Yes (X) | $0 | $236,609 | $29,363 | |||
| JEFFREY WHITE | |||||||||
| CORPORATE SECRETARY & COMPLIANCE OFFICER | 20.00 | 30.00 | $0 | $165,766 | $16,110 | Yes (X) | |||
| GLENN BEVILLE CPA | |||||||||
| CHIEF FINANCIAL OFFICER | 12.00 | 38.00 | $0 | $180,400 | $0 | Yes (X) | |||
| GERALD TURGEON DO | |||||||||
| FORMER MEDICAL DIRECTOR | 0.00 | 0.00 | $0 | $154,655 | $17,574 | Yes (X) | |||
| JACKIE KENDRICK CHPCA | |||||||||
| PRESIDENT/CEO | 15.00 | 35.00 | $0 | $155,253 | $13,077 | Yes (X) | |||
| DEBORAH DAILEY MBA | |||||||||
| FORMER PRESIDENT/CEO | 0.00 | 0.00 | $0 | $155,584 | $4,233 | Yes (X) | |||
| JIMMIE ANNE HAISLEY | |||||||||
| CHAIRWOMAN | 1.00 | 5.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| SCOTT HARRIS HOFFMAN | |||||||||
| VICE CHAIR | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| BRYAN THOMAS BEATY | |||||||||
| SECRETARY | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| RICHARD JAMES BOYLE | |||||||||
| TREASURER | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| EWALD WESLEY BENDER | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM GEORGE CLIFFORD | |||||||||
| BOARD MEMBER (BEG. 01/2020) | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| MELISSA ANNE DEPRIEST | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| STEPHANIE FLICKER | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| BRADLEY ROSS GOULD | |||||||||
| BOARD MEMBER (END 07/2020) | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| GLORETTA HANKINS HALL | |||||||||
| BOARD MEMBER (END 01/2020) | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| FRED PATRICK KENNY | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| RICHARD LEIGH LYNCH | |||||||||
| BOARD MEMBER | 1.00 | 5.00 | $0 | $0 | $0 | Yes (X) | |||
| JOHN ARTHUR MITCHELL | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| FERNANDO PETRY | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| JAY HAL ROBERTS JR | |||||||||
| BOARD MEMBER | 1.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,313,923 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,669 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SOLARIS HEALTHCARE PARKWAY LLC | |||||
| 800 SE CENTRAL PARKWAY | STUART | FL | 34997 | MEDICAL SERVICES | $851,685 |
| CORE MEDICAL GROUP | |||||
| 655 SOUTH WILLOW STREET STE 128 | MANCHESTER | NH | 03103 | MEDICAL SERVICES | $513,440 |
| SALERNO BAY HEALTH AND REHAB CENTER | |||||
| 4801 SE COVE ROAD | STUART | FL | 34997 | MEDICAL SERVICES | $411,223 |
| STUART REHAB & HEALTHCARE | |||||
| 1500 SE PALM BEACH RD | STUART | FL | 34994 | MEDICAL SERVICES | $329,226 |
| QUALIS MANAGEMENT LLC | |||||
| 58 AZIMUTH COURT | ROCKY MOUNT | NC | 27804 | MEDICAL SERVICES | $319,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $49,725 | RelatedOrganizationsAmt |
| Government Grants | $468,303 | GovernmentGrantsAmt |
| Total Contributions | $518,028 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $16,283,998 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,283,998 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,283,998 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,767 | TotalRevenueColumnAmt |
| Exclusion | $3,767 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,805,793 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,283,998 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,161,558 | TotalAmt |
| Program Services | $5,161,558 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,096 | TotalAmt |
| Management And General | $5,096 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,311 | TotalAmt |
| Program Services | $164,311 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,988 | TotalAmt |
| Program Services | $209,988 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INTERFUND EXPENSES | $5,229,391 | $3,094,809 | $2,134,582 |
| SKILLED NURSING FACILIT | $2,977,806 | $2,977,806 | |
| MEDICAL SUPPLIES | $797,326 | $797,326 | |
| EQUIPMENT EXPENSE | $457,669 | $457,669 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,591 | TotalAmt |
| Program Services | $24,591 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,027,736 | TotalAmt |
| Program Services | $12,888,058 | ProgramServicesAmt |
| Management And General | $2,139,678 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,709 | BOYAmt |
| EOY | $3,999,186 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,087 | BOYAmt |
| EOY | $2,690,225 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,180 | BOYAmt |
| EOY | $47,808 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,639 | BOYAmt |
| EOY | $1,112 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,573 | BOYAmt |
| EOY | $600 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,188 | BOYAmt |
| EOY | $6,738,931 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,278 | BOYAmt |
| EOY | $613,268 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $214,953 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,490 | BOYAmt |
| EOY | $5,307,233 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,409,768 | BOYAmt |
| EOY | $6,135,454 | 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 | -$1,174,580 | BOYAmt |
| EOY | $603,477 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,174,580 | BOYAmt |
| EOY | $603,477 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $235,188 | BOYAmt |
| EOY | $6,738,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,778,057 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,108,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $227,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $518,028 | CurrentTaxYearAmt |
| Total | $1,930,074 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,647,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,644,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,767,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,174,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,283,998 | CurrentTaxYearAmt |
| Total | $112,516,988 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,722,495 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,753,193 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,994,899 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,174,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,802,026 | CurrentTaxYearAmt |
| Total | $114,447,062 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $114,447,062 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,767 | CurrentTaxYearAmt |
| Total | $25,585 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,767 | CurrentTaxYearAmt |
| Total | $25,585 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $825,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226 | CurrentTaxYearMinus1YearAmt |
| Total | $825,805 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,557,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,756,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,001,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,176,955 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,805,793 | CurrentTaxYearAmt |
| Total | $115,298,452 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99260 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98570 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00020 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,295,882 | BeginningYearBalanceAmt |
| Contributions | $567,851 | ContributionsAmt |
| Investment Earnings Or Losses | $122,952 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,717,907 | OtherExpendituresAmt |
| Administrative Expenses | $50,658 | AdministrativeExpensesAmt |
| End Year Balance | $15,218,120 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,647,627 | BeginningYearBalanceAmt |
| Contributions | $4,176,258 | ContributionsAmt |
| Investment Earnings Or Losses | $521,120 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $49,123 | AdministrativeExpensesAmt |
| End Year Balance | $16,295,882 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,050,581 | BeginningYearBalanceAmt |
| Contributions | $4,132,928 | ContributionsAmt |
| Investment Earnings Or Losses | $482,117 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $17,999 | AdministrativeExpensesAmt |
| End Year Balance | $11,647,627 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,265,905 | BeginningYearBalanceAmt |
| Contributions | $131,659 | ContributionsAmt |
| Investment Earnings Or Losses | $677,427 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $24,410 | AdministrativeExpensesAmt |
| End Year Balance | $7,050,581 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,498,518 | BeginningYearBalanceAmt |
| Contributions | $271,567 | ContributionsAmt |
| Investment Earnings Or Losses | $513,905 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18,085 | AdministrativeExpensesAmt |
| End Year Balance | $6,265,905 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98450 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01550 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $3,007,233 |
| MEDICARE ADVANCE PAYMENTS | $2,300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,307,233 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS, HELD BY HOSPICE FOUNDATION OF MARTIN AND ST LUCIE, INC., ARE INTENDED TO BE USED TO SUPPORT THE PROGRAMS AND ACTIVITIES OF HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC AND AFFILIATES. |
| PART X, LINE 2: | HOSPICE OF MARTIN & ST. LUCIE, INC. IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC. AND AFFILIATES. THE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING FOOTNOTE: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, THEREFORE, THESE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROSE MILAGROS GUILBE MD | ||||||||||||||
| MEDICAL DIRECTOR | $0 | $264,656 | $0 | $1,000 | $0 | $0 | $0 | $6,160 | $0 | $13,152 | $0 | $284,968 | $0 | $0 |
| KENNETH MURRAY FOURNIE MED CFRE | ||||||||||||||
| VICE PRESIDENT OF PHILANTROPY | $0 | $236,609 | $0 | $0 | $0 | $0 | $0 | $7,390 | $0 | $21,973 | $0 | $265,972 | $0 | $0 |
| JEFFREY WHITE | ||||||||||||||
| CORPORATE SECRETARY & COMPLIANCE OFF | $0 | $165,766 | $0 | $0 | $0 | $0 | $0 | $1,195 | $0 | $14,915 | $0 | $181,876 | $0 | $0 |
| GLENN BEVILLE CPA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $0 | $0 | $0 | $0 | $180,400 | $0 | $0 | $0 | $0 | $0 | $180,400 | $0 | $0 |
| GERALD TURGEON DO | ||||||||||||||
| FORMER MEDICAL DIRECTOR | $0 | $154,655 | $0 | $0 | $0 | $0 | $0 | $4,739 | $0 | $12,835 | $0 | $172,229 | $0 | $0 |
| JACKIE KENDRICK CHPCA | ||||||||||||||
| PRESIDENT/CEO | $0 | $155,253 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $13,077 | $0 | $168,330 | $0 | $0 |
| DEBORAH DAILEY MBA | ||||||||||||||
| FORMER PRESIDENT/CEO | $0 | $130,584 | $0 | $25,000 | $0 | $0 | $0 | $573 | $0 | $3,660 | $0 | $159,817 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE ORGANIZATION'S PRESIDENT AND CEO IS PAID BY HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST (HPSTC), A RELATED ORGANIZATION. THE BOARD IS RESPONSIBLE FOR ENGAGING THIRD PARTY ORGANIZATION TO UNDERTAKE CEO'S COMPENSATION STUDY. WHEN THE CURRENT CEO WAS HIRED, THE RECRUITING CONSULTANT PROVIDED THEIR PROPRIETARY COMPARATIVE COMPENSATION MARKET DATA. HPSTC UTILIZES A COMMITTEE TO REVIEW THE COMPARATIVE MARKET DATA TO DETERMINE CEO'S COMPENSATION. HPSTC LAST UNDERTOOK THIS PROCESS IN FYE 9/30/2019. |
| SCHEDULE J, PART II | HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC. ISSUED A FORM 1099 TO CARDINAL POINT CONSULTING, LLC, AN UNRELATED ORGANIZATION, FOR CFO SERVICES RENDERED TO THE FILING ORGANIZATION AND RELATED 501(C)(3) ORGANIZATIONS BY GLENN BEVILLE. COMPENSATION FOR THIS INDIVIDUAL HAS BEEN REPORTED IN PART II OF SCHEDULE J ACCORDING TO IRS GUIDELINES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE CHAIRMAN, VICE CHAIRMAN, SECRETARY AND TREASURER SERVE ON THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT FOR THE BOARD OF DIRECTORS BETWEEN REGULAR MEETINGS OF THE BOARD. THE COMMITTEE MAKES A FULL REPORT OF ALL BUSINESS TRANSACTED BY THE COMMITTEE TO THE BOARD FOR ITS APPROVAL. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THIS CORPORATION IS HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC., A FLORIDA NOT FOR PROFIT CORPORATION. MEMBERSHIP IN THIS CORPORATION IS NOT TRANSFERABLE OR ASSIGNABLE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE AFFAIRS OF THIS CORPORATION SHALL BE MANAGED BY ITS BOARD OF DIRECTORS, WHICH SHALL POSSESS ALL THE POWERS OF CORPORATE DIRECTORS UNDER THE LAWS OF THE STATE OF FLORIDA. ALL DIRECTORS SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC, WHICH IS THE SOLE MEMBER OF HOSPICE OF MARTIN & ST LUCIE, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC., WHICH IS THE SOLE MEMBER OF HOSPICE OF MARTIN & ST LUCIE, INC., CAN AUTHORIZE ANY OFFICERS OR AGENTS OF HOSPICE OF MARTIN & ST LUCIE, INC., TO ENTER INTO ANY CONTRACT OR EXECUTE AND DELIVER ANY INSTRUMENT IN THE NAME OF AND ON BEHALF OF HOSPICE OF MARTIN & ST LUCIE, INC., AND SUCH AUTHORITY MAY BE GENERAL OR CONFINED TO SPECIFIC INSTANCES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION RETAINS THE EXPERTISE OF AN INDEPENDENT ACCOUNTING FIRM TO ASSIST IN THE PREPARATION AND REVIEW OF ITS IRS FORM 990. THE FORM 990 IS PROVIDED TO THE FULL CORPORATE BOARD WHO THEN VOTES TO APPROVE THE SUBMISSION OF THE FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY EACH BOARD MEMBER IS GIVEN THE CONFLICT OF INTEREST POLICY AND THE CEO EXPLAINS THE POLICY IN DETAIL PRIOR TO BOARD MEMBER SIGNATURE. ALL VENDORS RECEIVE AND MUST SIGN A FORM DISCLOSING ANY RELATED PARTIES INVOLVED PRIOR TO DOING BUSINESS WITH THE ORGANIZATION ANYONE WITH A CONFLICT OF INTEREST IS PROHIBITED FROM VOTING ON MATTERS RELATED TO THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT & CEO IS COMPENSATED BY HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST (HPSTC), A RELATED ORGANIZATION. THEREFORE, THIS QUESTION IS ANSWERED "NO" IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. THE COMPENSATION OF THE CEO IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE HPSTC BOARD, WHICH SHALL INCLUDE THE CHAIRMAN OF THE HPSTC BOARD AND OTHER MEMBERS OF THE HPSTC BOARD AS APPOINTED BY THE HPSTC CHAIRMAN. THE HPSTC CHAIRMAN OF THE BOARD OR HIS DESIGNEE SHALL BE THE CHAIRMAN OF THE COMMITTEE. THE COMPENSATION COMMITTEE'S RESPONSIBILITIES SHALL INCLUDE (A) TO ESTABLISH THE COMPENSATION OF THE PRESIDENT & CEO OF THE CORPORATION; (B) REVIEW THE COMPENSATION OF THE PRESIDENT & CEO OF THE CORPORATION, UTILIZING COMPARABILITY DATA AND ESTABLISH MERIT INCREASES, IF ANY, IN SALARY, INCENTIVE BONUS, ETC.; AND (C) PROVIDE A REPORT OF FINDING TO THE FULL BOARD OF DIRECTORS. THIS PROCESS WAS LAST UNDERTAKEN IN FYE 9/30/2019. ON A ROUTINE BASIS, A NATIONALLY RECOGNIZED EXTERNAL CONSULTANT IS ENGAGED TO CONDUCT A COMPREHENSIVE COMPARABILITY STUDY, AND TO CONFIRM THAT THE CEO COMPENSATION WAS ALIGNED WITH THE PHILOSOPHY OF THE ORGANIZATION AND MARKET STANDARDS. AN EXTERNAL CONSULTANT WHO PROVIDED PROPRIETARY MARKET DATA LAST ENGAGED DURING FYE 9/30/2019. THE ORGANIZATION STRIVES TO PROVIDE BASE SALARY THAT MEETS THE MARKET STANDARD WHEN EMPLOYEES ARE FULLY PROFICIENT AND MEETING EXPECTATIONS. AS SUCH, BASE SALARY FOR OFFICERS AND KEY EMPLOYEES WILL BE TARGETED AT THE 50TH PERCENTILE OF THE COMPETITIVE MARKET. IN ADDITION, THE ORGANIZATION MAY UTILIZE INCENTIVE PAY AS A WAY TO MEET THE STRATEGIC GOALS OF THE ORGANIZATION. THE BASE SALARY PLUS POTENTIAL INCENTIVE PAY FOR AN EXECUTIVE IS TARGETED BETWEEN THE 50TH AND 75TH PERCENTILE. THE ORGANIZATION PROVIDES STANDARD HEALTH, WELFARE, RETIREMENT AND OTHER BENEFITS OR PERQUISITES THAT ARE COMPARABLE TO THOSE PROVIDED BY SIMILAR ORGANIZATIONS. THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT AND CEO USING THE COMPARABILITY REPORT AND THE PROCESS AND DECISIONS ARE DOCUMENTED IN EACH EMPLOYEE'S FILE. THIS PROCESS WAS LAST UNDERTAKEN IN FYE 9/30/2019. ADDITIONALLY, ON A ROUTINE BASIS, HPSTC ENGAGES A NATIONALLY RECOGNIZED EXTERNAL CONSULTANT TO CONDUCT A COMPREHENSIVE COMPARABILITY SURVEY, AND TO ASSURE THAT COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS ALIGNED WITH THE PHILOSOPHY OF THE ORGANIZATION AN EXTERNAL CONSULTANT WAS LAST ENGAGED TO CONDUCT SUCH A SURVEY DURING FYE 9/30/2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE ON SITE IN EITHER THE COMPLIANCE OR CONTROLLER'S OFFICE. UPON REQUEST, COPIES ARE SHOWN, MAILED, FAXED OR EMAILED TO THE INQUIRER. |
| FORM 990, PART VII, SECTION A, COL E & COL F | REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS (COL E) AND OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ORGANIZATIONS (COL F) REFLECT SALARY AND TOTAL COST OF BENEFITS PAID TO FORMER EMPLOYEE DEBORAH DAILEY FOR THE PERIOD 1/1/19-5/31/19 AND CURRENT EMPLOYEE JACKIE KENDRICK FOR THE PERIOD 7/1/19-12/31/19, DURING WHICH THEY SERVED FULL-TIME AS PRESIDENT & CEO. BENEFITS INCLUDE TOTAL OF ALL HEALTHCARE-RELATED COSTS PAID BY BOTH EMPLOYEE AND EMPLOYER. SALARY AND BENEFITS ARE PAID BY THE PARENT COMPANY, HEALTH & PALLIATIVE SERVICES OF THE TREASURE COAST, INC., AND ARE REPORTED ON PART VII, COL D OF ITS FORM 990. |
| FORM 990, PART IX, LINE 11G | SALARIES AND BENEFITS ALLOCATION: PROGRAM SERVICE EXPENSES 4,378,042. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,378,042. PURCHASED MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 783,516. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 783,516. |
| FORM 990, PART XII, LINE 2C: | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC | |||||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | 650047497 | SUPPORT AFFILIATES | FL | 501(C)(3) | LINE 7 | HEALTH AND PALLIATIVE SVCS OF TREASURE COAST | 0 | |
| HOSPICE OF THE TREASURE COAST INC | |||||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | 592199023 | HOSPICE | FL | 501(C)(3) | LINE 10 | HEALTH AND PALLIATIVE SVCS OF TREASURE COAST | 0 | |
| HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC | |||||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | 201683870 | SUPPORT SERVICES | FL | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |