2021-11-15T09:00:44-06:00 2020-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 317 W FRANKLIN ST ELKHART IN 46516 990 2020-01-01 300433147 THE FOUNDATION FOR THE CENTER FOR HOSPICE AND PALLIATIVE CARE INC FOUN 5742433100 501 COMFORT PL MISHAWAKA IN 46545 MARK MURRAY PRESIDENT & CEO 5742433100 2021-11-12 1 MARK MURRAY 999009999 MARGENE ZINK P01222961 5742642247 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK MURRAY 501 COMFORT PL MISHAWAKA IN 46545 5930767 0 X WWW.FOUNDATIONFORHOSPICE.ORG X 2007 IN THE MISSION OF THE HOSPICE FOUNDATION (FOUNDATION) IS TO RAISE PHILANTHROPIC DOLLARS FOR THE BENEFIT OF THE CENTER FOR HOSPICE CARE (CHC) FOR THE PURPOSE OF SUPPORTING AND PROMOTING THE MISSION, VISION, AND STANDARDS OF CHC. THIS INCLUDES THE PROVISION OF COMPASSIONATE QUALITY CARE FOR PEOPLE WITH INCURABLE LIFE-LIMITING ILLNESSES AND THEIR FAMILIES. ADDITIONALLY, THE FOUNDATION PROVIDES RESOURCES TO OTHER NONPROFIT ENTITIES INVOLVED IN, OR COMMITTED TO, PROVIDING SERVICES WHICH ARE ALIGNED WITH CHC'S VISION AND STANDARDS OF CARE. THE FOUNDATION ALSO PROMOTES AND SUPPORTS EDUCATIONAL PROGRAMS AND PROGRAMS DESIGNED TO PROVIDE ASSISTANCE RELATED TO END-OF-LIFE CARE AND THE NEEDS OF THESE PATIENTS AND THEIR FAMILIES. 6 6 0 50 0 0 3179926 1555845 0 0 863688 1877790 -71465 15078 3972149 3448713 119775 184142 0 0 1294058 1264313 0 0 461661 1616583 1666783 3030416 3115238 941733 333475 57342322 60714202 29125335 29690922 28216987 31023280 X THE MISSION OF THE HOSPICE FOUNDATION (FOUNDATION) IS TO RAISE PHILANTHROPIC DOLLARS FOR THE BENEFIT OF THE CENTER FOR HOSPICE CARE (CHC) FOR THE PURPOSE OF SUPPORTING AND PROMOTING THE MISSION, VISION, AND STANDARDS OF CHC, INCLUDING THE PROVISION OF COMPASSIONATE QUALITY CARE FOR PEOPLE WITH INCURABLE LIFE-LIMITING ILLNESSES AND THEIR FAMILIES. ADDITIONALLY, THE FOUNDATION PROVIDES RESOURCES TO OTHER NONPROFIT ENTITIES INVOLVED IN, OR COMMITTED TO, PROVIDING SERVICES WHICH ARE ALIGNED WITH CHC'S VISION AND STANDARDS OF CARE. THE FOUNDATION ALSO PROMOTES AND SUPPORTS EDUCATIONAL PROGRAMS AND PROGRAMS OF TECHNICAL ASSISTANCE RELATIVE TO END-OF-LIFE CARE AND THE NEEDS TO THESE PATIENTS AND THEIR FAMILIES. 0 0 1716310 184142 THE MISSION OF THE HOSPICE FOUNDATION (FOUNDATION) IS TO RAISE PHILANTHROPIC DOLLARS FOR THE BENEFIT OF THE CENTER FOR HOSPICE CARE (CHC) FOR THE PURPOSE OF SUPPORTING AND PROMOTING THE MISSION, VISION, AND STANDARDS OF CHC. THIS INCLUDES THE PROVISION OF COMPASSIONATE QUALITY CARE FOR PEOPLE WITH INCURABLE LIFE-LIMITING ILLNESSES AND THEIR FAMILIES. ADDITIONALLY, THE FOUNDATION PROVIDES RESOURCES TO OTHER NONPROFIT ENTITIES INVOLVED IN, OR COMMITTED TO, PROVIDING SERVICES WHICH ARE ALIGNED WITH CHC'S VISION AND STANDARDS OF CARE. THE FOUNDATION ALSO PROMOTES AND SUPPORTS EDUCATIONAL PROGRAMS AND THE PROGRAMS DESIGNED TO PROVIDE ASSISTANCE RELATED TO END-OF-LIFE CARE AND THE NEEDS OF THESE PATIENTS AND THEIR FAMILIES. 1716310 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X KARL HOLDERMAN 5742433100 501 COMFORT PL MISHAWAKA IN 46545 AMY KUHAR MAURO PAST CHAIR 0.00 X 0 0 0 JENNIFER EWING DIRECTOR 0.00 X 0 0 0 JENNIFER HOUIN SECRETARY 0.00 X 0 0 0 MARK WOBBE TREASURER 0.00 X 0 0 0 MARY NEWBOLD VICE CHAIR 0.00 X 0 0 0 WENDELL WALSH CHAIR 0.00 X 0 0 0 MARK MURRAY PRESIDENT & CEO 5.00 35.00 X 63237 358344 64800 MICHAEL WARGO VP/COO 32.00 8.00 X 221929 0 5370 KARL HOLDERMAN CFO 5.00 35.00 X 26560 150506 6451 CHRISTOPHER TAELMAN CDO 40.00 X 137006 0 4287 448732 508850 80908 2 0 1 0 0 57295 1498550 1555845 834146 834146 3525698 2482054 1043644 1043644 1043644 0 57295 0 0 MISCELLANEOUS 621610 15078 15078 15078 3448713 1058722 0 834146 10679 10679 173463 173463 299446 143230 144896 11320 775386 400789 231117 143480 11279 5727 3907 1645 104555 54808 32530 17217 73647 37393 25512 10742 29600 29600 9697 9697 32239 32239 31174 10235 17999 2940 134855 128563 6292 152629 74240 50649 27740 54685 27766 18943 7976 75860 38518 26278 11064 873 873 9217 4680 3193 1344 262746 133408 91015 38323 650358 330216 225286 94856 44993 22845 15586 6562 HOSPICE OUTREACH 108693 108693 OTHER FUNDRAISING 47376 47376 DUES 17133 8699 5935 2499 MISCELLANEOUS 4655 2358 1612 685 3115238 1716310 937267 461661 13472 9337 2339288 2720787 1758254 1425416 246345 100683 27461 12482 28005903 3973536 24848023 24032367 27134738 31317319 974741 1095811 57342322 60714202 73243 46748 11987266 11987266 17064826 17656908 29125335 29690922 X 21873872 26390211 6343115 4633069 28216987 31023280 57342322 60714202 X 333475 2340748 11000 121070 X X 0 1 X 1 0 X X X 2 THE CENTER FOR HOSPICE AND PALLIATIVE CARE INC 310952866 10 1 1686167 0 GLOBAL PARTNERS IN CARE 161590512 7 0 409280 0 2 2095447 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 1: THE PURPOSE OF THE CORPORATION SHALL BE TO RAISE PHILANTHROPIC DOLLARS FOR THE BENEFIT OF THE CENTER FOR HOSPICE AND PALLIATIVE CARE, INC., AN INDIANA NONPROFIT CORPORATION, FOR THE PURPOSE OF SUPPORTING AND PROMOTING THE MISSION, VISION, AND STANDARDS OF THIS ORGANIZATION. FURTHER, THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, LITERARY, SCIENTIFIC, AND EDUCATIONAL PURPOSES SET FORTH IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER 501(C)(3) OF SAID CODE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 697088 101305 37038 761355 618643 112347 33902 697088 673504 -34275 20586 618643 589341 111752 27589 673504 587260 29755 27674 589341 1.00000 1 0 2232836 2232836 23066536 3443273 19623263 7355 1870 5485 2699176 528393 2170783 24032367 DUE TO AFFILIATE 17656908 17656908 X PART V, LINE 4: THE ORGANIZATION'S BOARD DESIGNATED ENDOWMENT CONSISTS OF POOLED FUNDS INVESTED AND MANAGED BY FOUR AREA COUNTY COMMUNITY FOUNDATIONS (COMMUNITY FOUNDATION OF ST JOSEPH COUNTY, MARSHALL COUNTY COMMUNITY FOUNDATION, UNITY FOUNDATION OF LA PORTE COUNTY, AND THE COMMUNITY FOUNDATION OF ELKHART COUNTY). THESE FOUNDATIONS HAVE ESTABLISHED A FUND DESIGNATED AS THE "HOSPICE FUND" TO RECEIVE GIFTS FOR THE PURPOSE OF PROVIDING SUPPORT TO THE ORGANIZATION IN ORDER TO FURTHER ITS MISSION AND TAX EXEMPT PURPOSE. THE AMOUNTS CONTRIBUTED BY THE ORGANIZATION ARE RECORDED AS BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATIONS. THE ORGANIZATION EXPECTS TO RECEIVE ONLY THE INCOME EARNED ON THE ASSETS HELD IN PERPETUITY. DISTRIBUTIONS FROM THE FUNDS ARE BASED UPON THE INDIVIDUAL FOUNDATION'S SPENDING POLICY, WHICH CURRENTLY PROVIDES FOR A MAXIMUM SPENDING RATE OF 5% OF THE AVERAGE MARKET VALUE OF THE FUND OVER THE PREVIOUS 12 QUARTERS. PART X, LINE 2: HOSPICE, THE FOUNDATION AND GPIC ARE ALL NOT-FOR-PROFIT ORGANIZATIONS THAT ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE ORGANIZATIONS ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509(A). THE INCOME TAXES TOPIC, FASB ASC 740, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ENTITY TO DISCLOSE THE NATURE OF UNCERTAIN TAX POSITIONS TAKEN, IF ANY, WHEN FILING ITS INCOME TAX RETURN UTILIZING A TWO-STEP PROCESS TO RECOGNIZE AND MEASURE ANY UNCERTAIN TAX POSITIONS TAKEN. THE ENTITY RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. NO TAX BENEFIT WILL BE RECORDED ON TAX POSITIONS NOT MEETING THE MORE LIKELY THAN NOT TEST. INTEREST AND PENALTIES ACCRUED OR INCURRED, IF ANY, AS A RESULT OF APPLYING ASC 740 WILL BE RECORDED TO INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY. BASED ON ITS EVALUATION, ALL THREE ORGANIZATIONS HAVE CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THESE CONSOLIDATED FINANCIAL STATEMENTS. THE EVALUATION WAS PERFORMED FOR ALL FEDERAL AND STATE TAX PERIODS STILL SUBJECT TO EXAMINATION. EACH ORGANIZATION'S 2017 THROUGH 2019 FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS REMAIN SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES. 0 0 0 0 0 0 0 0 0 0 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, GRANTED TO GPIC TO GIVE TO ITS INTERNATIONAL PARTNERS. 173463 WIRE TRANSFER 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 0 PATIENT ASSISTANCE GRANTS 63 10679 COST MISCELLANEOUS X X X X X 0 0 0 0 0 1 1 0 0 MARK MURRAY PRESIDENT & CEO 53630 303903 5707 32341 3900 22100 7755 43946 1965 11134 72957 413424 6963 39458 MICHAEL WARGO VP/COO 212329 0 0 0 9600 0 2400 0 2970 0 227299 0 0 0 KARL HOLDERMAN CFO 23590 133676 0 0 2970 16830 600 3400 368 2083 27528 155989 0 0 PART I, LINE 6 PRESIDENT & CEO RECEIVES DEFERRED COMPENSATION BASED ON OBJECTIVES FROM THE CENTER AND FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. THE ORGANIZATION PROVIDES THE BOARD WITH A FINAL VERSION OF THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS RECEIVE ORIENTATION PRIOR TO JOINING THE BOARD AND ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. THE CFO REVIEWS THE QUESTIONNAIRES FOR ANY POTENTIAL CONFLICTS OF INTEREST. DETERMINATION OF WHETHER CONFLICTS EXISTS ARE BASED ON THE IRS DEFINITION OF A FAMILY OR BUSINESS RELATIONSHIP. ANY INTERESTED PARTY WITH A POTENTIAL CONFLICT OF INTEREST IS RECUSED FROM ALL BOARD DISCUSSION/ACTION REGARDING THE POTENTIAL CONFLICTING SITUATION. SINCE ITS INCEPTION, THE FOUNDATION HAS NOT HAD ANY CONFLICTS OF INTEREST REGARDING ITS BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A TWO SEPARATE HOSPICE CEO COMPENSATION SURVEYS WERE PERFORMED AND COMPLETED IN 2018 BY AON AND MERCER AND REPORTED IN LATE 2018. THE REPORTS WERE DEVELOPED TO PROVIDE THE COMPENSATION COMMITTEE WITH INFORMATION TO ESTABLISH THE CEO'S COMPENSATION CONSISTENT WITH BEST PRACTICE, BOARD COMEPNSATION GOVERNANCE, THE COMPETETIVE MARKET AND APPLICABLE LAWS WITH SETTING POLICY FOR EXECUTIVE COMPENSATION. NO INDIVIDUAL WHO HAD AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT PARTICIPATED IN THE DELIBERATION. THE EXECUTIVE COMMITTEE, ACTING AS THE COMPENSATION COMMITTEE, ADEQUATELY DOCUMENTED THE BASIS FOR ITS COMPENSATION ADJUSTMENT THAT WAS AWARDED IN EARLY 2020 WITHIN ITS MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN GPIC 121,070. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT OVERSEES THE FINANCIAL STATEMENT PREPARATION PROCESS AND THE SELECTION OF EXTERNAL ACCOUNTANTS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. THE CENTER OF HOSPICE & PALLIATIVE CARE INC 111 SUNNYBROOK COURT SOUTH BEND IN 46637 310952866 HOSPICE IN 501 LINE 10 N/A 0 GLOBALS PARTNERS IN CARE 501 COMFORT PLACE MISHAWAKA IN 46545 161590512 HOSPICE IN 501 LINE 7 N/A 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 THE CENTER FOR HOSPICE & PALLIATIVE E 17656908 COST GLOBAL PARTNERS IN CARE B 173463 COST