2021-08-12T12:00:29-05:00 2020-09-30 410746749 CliftonLarsonAllen LLP 12800 University Drive Suite 210 Fort Myers FL 33907 990 2019-10-01 592128697 HOPE HOSPICE AND COMMUNITY SERVICES INC HOPE 2394824673 9470 HEALTH PARK CIRCLE FORT MYERS FL 33908 Jill Lampley Chief Financial Officer 2021-08-12 true Ann Daly CPA P01041500 2392269900 2015-05-19 2019 2022-09-23 18:48:47Z SAMIRA K BECKWITH 9470 HEALTH PARK CIRCLE FORT MYERS FL 33908 135154378 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 1097 800 0 0 4610074 10901221 109270447 120049687 951572 590517 728717 -46592 115560810 131494833 0 0 65825457 69867346 0 2395262 56513503 57125535 122338960 126992881 -6778150 4501952 100478196 102170711 39307168 36880710 61171028 65290001 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 85804697 87671934 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 1,031 PATIENTS FOR FISCAL YEAR 2019-20). 32761573 32377753 PLEASE REFER TO SCHEDULE O FOR INFORMATION REGARDING HOPE HOSPICE'S PACE PROGRAM. 118566270 true true false false false false false false false true false false false false true false true false false false false false false true false false false false true true false false false false false false false true false false true false false false false true true true false false true 454 0 true 1097 true false false false false false true true 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 522876 0 40473 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 254326 0 22033 Bridget J Montana Chief Operating Officer 40.0 X 234078 0 10566 Charlotte King Chief Human Resources 40.0 X 240530 0 41802 Luis Cortes DO Chief Medical Services 40.0 X 304145 0 46019 Ahmed Hassan PACE Physician 40.0 0.0 X 247429 0 25872 Charles Newton Hospice Physician 40.0 X 238739 0 40193 Robin Ross PACE Medical Director 40.0 X 230918 0 52890 Sheeja Kanacheril Hospice Physician 40.0 X 227458 0 44501 Taylor Cordonnier Hospice Physician 40.0 0.0 X 222326 0 10309 2722825 0 334658 49 true true false Quality Environment Inc 2827 Silverleaf Lane Naples FL 34105 Construction 2825400 Lee Memorial Health System PO Box 150107 Cape Coral FL 339150107 Health Care Provider 2335995 PAGE REHABILITATION 2310 N AIRPORT ROAD FORT MYERS FL 33907 SKILLED NURSING FACILITY 1972114 JBM Healthcare LLC dba Executive Care 16325 S Tamiami Trail Fort Myers FL 33908 Staffing Services 1638182 SHELL POINT VILLAGE 15000 SHELL POINT BLVD FORT MYERS FL 33908 SKILLED NURSING FACILITY 1322255 99 431241 5121556 5348424 2670632 10901221 Hospice Patient Services 120049687 120049687 0 0 0 0 120049687 709913 709913 0 0 2271895 958054 2555661 793684 -283766 164370 -119396 -119396 107056 431241 310200 -203144 -203144 Food Services Income 722210 59888 59888 Miscellaneous Income 900099 96664 96664 0 0 0 0 156552 131494833 120049687 0 543925 1716848 823272 837241 56335 51147826 47498917 2765635 883274 1551262 1476838 61211 13213 11669550 10958926 522287 188337 3781860 3449834 266176 65850 12524 11659 865 52250 48642 3608 140943 131210 9733 7572830 7134054 216813 221963 161567 150546 8596 2425 1718227 1597509 118610 2108 54039 50307 3732 5598042 4113409 615092 869541 242020 225307 16713 2903200 2430405 454051 18744 614517 509748 54898 49871 Nursing Home - Room & Board 14105327 14105327 Pharmacy 6437763 6437763 Inpatient 5198767 5198767 Oxygen/DME 3023709 3023709 9289810 9190121 76088 23601 126992881 118566270 6031349 2395262 3537710 7604742 2777275 1254775 9113241 6971598 0 0 0 0 593674 529456 2318770 1708476 86155263 33750767 52364149 52404496 24662895 27374622 0 0 5110482 4322546 100478196 102170711 15359410 13917035 23947758 22963675 0 0 0 0 39307168 36880710 X 60991228 65110201 179800 179800 61171028 65290001 100478196 102170711 X 4501952 1496607 -1879586 X false true X true true true X 3976656 4781890 9167906 4610074 10901221 33437747 0 0 3976656 4781890 9167906 4610074 10901221 33437747 50311 33387436 527066 522193 590116 821767 709913 3171055 0 0 0 0 0 0 283780 890783 462488 735213 156552 2528816 39137618 534526993 0.8531 0.8082 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 - 283780.0, COLUMN B - 890783.0, COLUMN C - 462488.0, COLUMN D - 735213.0, COLUMN E - 156552.0, COLUMN F - 2528816.0; DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18809754 18809754 43629996 21981512 21648484 13277754 6689552 6588202 10082447 5079703 5002744 355312 355312 52404496 0 X 133191500 1496607 -140943 1355664 131835836 -341003 -341003 131494833 129072100 2220231 2220231 126851869 140953 59 141012 126992881 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 Investment Maintenance Fees - -140943 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Fundraising Expenses - -310200 Loss on Disposal of Fixed Assets - -30800 Rounding - -3 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Fundraising Expenses - 310200 Gain on Disposal of Fixed Assets - 30751 Bad Debt - 1879280 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Rounding - 59 2020 Yachts of Hope 199009 139903 59106 24406 8073 7911 13002 50156 2019 SHINE Event 271956 228296 43660 6500 31214 34164 4650 64048 2 67332 63042 4290 13077 3000 49999 538297 431241 107056 30906 52364 45075 17652 164203 310200 -203144 X X X X X X false true false false false false false false false Samira Beckwith President/CEO 494620 0 0 0 28256 0 12311 0 28162 0 563349 0 0 0 Jill Lampley Chief Financial Officer 251069 0 0 0 3257 0 11447 0 10586 0 276359 0 0 0 Charlotte King Chief Human Resources 240530 0 0 0 0 0 11126 0 30676 0 282332 0 0 0 Luis Cortes DO Chief Medical Services 285222 0 0 0 18923 0 12311 0 33708 0 350164 0 0 0 Bridget J Montana Chief Operating Officer 234078 0 0 0 0 0 10566 0 0 0 244644 0 0 0 Sheeja Kanacheril Hospice Physician 227458 0 0 0 0 0 10293 0 34208 0 271959 0 0 0 Charles Newton Hospice Physician 233289 0 0 0 5450 0 10753 0 29440 0 278932 0 0 0 Robin Ross PACE Medical Director 230918 0 0 0 0 0 10724 0 42166 0 283808 0 0 0 Ahmed Hassan PACE Physician 239269 0 0 0 8160 0 11037 0 14835 0 273301 0 0 0 Taylor Cordonnier Hospice Physician 212638 0 0 0 9688 0 0 0 10309 0 232635 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 19,000; BRIDGET MONTANA 19,000; AHMED HASSAN 19,000; JAMES HUBERT 14,240. A Lee County Industrial Development Authority 591793462 000000000 2017-09-07 25000000 To finance the acquisition and construction of various healthcare related Capital projects false false false A 1905659 0 25000000 0 616985 0 226795 0 0 24156220 0 0 2017 true false true true A false false 0.0 0.0 0.0 true false A false false false true true false false false true A true Schedule K, Part V Different Procedures to Undertake Corrective Action Issuer name: Lee County Industrial Development Authority N/A Schedule K, Part IV, Line 2c COLUMN A Issuer name: Lee County Industrial Development Authority The calculation for computing no rebate due was performed on 09/07/2017 CHARLES IDELSON BOARD MEMBER OF ORGANIZATION AND PRESIDENT, INVESTOR'S SECURITY TRUST 107000 THE ORGANIZATION HAS AN ACCOUNT WITH INVESTOR'S SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $19,912,700. PAYMENTS TOTALING $107,000 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES. false SAMIRA BECKWITH PRESIDENT AND CEO OF ORGANIZATION, BOARD MEMBER OF INVESTOR'S SECURITY TRUST 107000 THE ORGANIZATION HAS AN ACCOUNT WITH INVESTOR'S SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $19,912,700. PAYMENTS TOTALING $107,000 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES. false BO TURBEVILLE BOARD MEMBER OF ORGANIZATION AND CEO OF ACCENT BUSINESS PRODUCTS 50300 ACCENT BUSINESS PRODUCTS PROVIDED OFFICE MACHINES UNDER LEASE AGREEMENTS, TO WHICH PAYMENTS ARE MADE MONTHLY. PAYMENTS MADE DIRECTLY TOTALED $50,300. false Joe Gammons Board Member and Principal, Office Furniture & Design Concepts 89100 The Organization purchased office furniture totaling $89,100. false Jerry Nichols Board Member and Representative, Northwestern Mutual 47500 The Organization made payments directly for financial services totaling $47,500 during the year. false Samira Beckwith President / CEO of Organization, and Board Member of Tabula Rasa Healthcare 5322300 Tabula Rasa, through its subsidiaries, provided various technology enabled products and services for medication risk management and organization performance optimization. false X 1621899 Market value X 3 1048733 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 (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY), PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES ARE PROVIDED TO THE FRAIL ELDERLY OF 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 IS CURRENTLY SERVING APPROXIMATELY 500 CLIENTS. INCLUDED IN THE PROGRAM, ARE ADULT DAY CARE SERVICES THAT PROVIDES CLIENTS ASSISTANCE WITH DAILY ACTIVITIES IN A CARE CENTER SETTING. LIGHT EXERCISE SESSIONS HELP PARTICIPANTS MAINTAIN VITAL BODY STRENGTH, SUPPORT BALANCE. AND PREVENT FALLS. ALSO PROVIDED AT HOPE PACE CENTERS ARE GAMES, CRAFTS, GARDENING, ART, MUSIC AND PET THERAPIES. WARM LUNCHES AND SNACKS ARE ALSO SERVED. PHYSICAL AND OCCUPATIONAL THERAPIES ARE AVAILABLE, AND A NURSE IS ALWAYS ON SITE. Hope Hospice Narrative Hope Hospice and Community Services provides comprehensive, coordinated health care and support for individuals living with serious illness and their families throughout Florida's Glades, Hendry, and Lee counties. 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, home health care, and other supportive services, creating a continuum of person-centered care. Today, Hope serves more than 4,000 individuals and their families each day throughout southwest Florida with innovative programs and supportive community services. Hope's comprehensive model of care has garnered the attention of health care agencies, policy makers, and associations around the country. Their continuum of care provides individuals with uninterrupted services, helping to prevent unnecessary suffering, emergency room visits, and hospitalizations. With Hope's support, those in Hope's care, their families, and caregivers find help with the social, emotional, and practical challenges that result from serious illness. Hope's Programs and Services * Hope Hospice helps everyone to live the last phase of their life with dignity and in comfort. * Hope Palliative Care provides help for 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. Counseling services are available to every child in the community and culminate in the beloved Rainbow Trails Bereavement Camp. * 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 individuals 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 individuals with grief issues or emotions related to experiences of change or loss. Professional bereavement counselors provide the tools needed to address difficult feelings and to 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 and helps people and their pets stay together throughout their illness journey. * Hopeful Wishes make life extra special at a unique moment. By granting heartfelt wishes, Hope can do more than provide medications and therapies - the organization can fulfill dreams. * Hope Therapies provide an outlet for relaxation and stress relief. Through art, music, or massage therapies, individuals may gain insight into emotions, establish new pathways for healing, and experience 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 Hope provides. And 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 - -306; Bad Debt - -1879280; 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 false true Visiting Nurses Association of SW Florida Inc D 1165156 Organization's Accounting Records Visiting Nurses Association of SW Florida Inc O 1147946 Organization's Accounting Records Visiting Nurses Association of SW Florida Inc S 1000000 Organization's Accounting Records