2025-08-15T09:48:09-05:00 2024-09-30 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2023-10-01 454391049 HOPEHEALTH HOPE 4014154200 1085 NORTH MAIN STREET PROVIDENCE RI 02904 DIANA FRANCHITTO PRESIDENT & CEO 4014154200 2025-08-14 1 1 MARY-EVELYN ANTONETTI P00431862 2126976900 2025-08-14 2023 2025-03-06 01:10:19Z DIANA FRANCHITTO 1085 NORTH MAIN STREET PROVIDENCE RI 02904 13684938 0 X WWW.HOPEHEALTHCO.ORG X 2011 RI TO SUPPORT ITS EXEMPT AFFILIATES. 22 22 170 27 0 0 0 0 0 13684938 0 0 1313834 0 1313834 13684938 0 0 0 0 0 12739614 0 0 638545 0 1035881 0 13775495 1313834 -90557 3720819 18665409 2406985 17442132 1313834 1223277 OUR PURPOSE IS TO OFFER OUR SKILLS AND HEARTS TO HELP PATIENTS AND FAMILIES LIVE EACH DAY WITH HOPE AND DIGNITY. 0 0 4548815 13684938 TO ASSIST ITS RELATED AFFILIATES WITH ORGANIZATIONAL AND MANAGEMENT ACTIVITIES. 4548815 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 8 0 1 170 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X NICHOLAS CHAMPAGNE 4014154564 1085 NORTH MAIN STREET PROVIDENCE RI 02904 KENNETH ARNOLD DIRECTOR 0.12 0.35 X 0 0 0 GEORGE BABCOCK DIRECTOR 0.06 0.17 X 0 0 0 CARIE BAILEY DIRECTOR 0.12 0.35 X 0 0 0 JEFFREY BRADLEY DIRECTOR 0.14 0.43 X 0 0 0 JANET COOPER NELSON REV DIRECTOR 0.12 0.35 X 0 0 0 DEBORAH CORNWALL DIRECTOR 0.14 0.43 X 0 0 0 BARBARA COTTAM DIRECTOR (LEFT 12/2023) 0.03 0.09 X 0 0 0 KWAME DAPAAH-AFRIYIE DIRECTOR 0.09 0.26 X 0 0 0 SUSAN DESANTO-MADEYA DIRECTOR 0.14 0.43 X 0 0 0 MICHAEL DISANDRO DIRECTOR 0.14 0.43 X 0 0 0 RUTH FAIN DIRECTOR 0.14 0.43 X 0 0 0 PETER KARCZMAR MD DIRECTOR 0.09 0.26 X 0 0 0 KEITH KELLY CHAIR 0.09 0.26 X X 0 0 0 AUDREY KYDD DIRECTOR 0.14 0.43 X 0 0 0 MAYER LEVITT DIRECTOR 0.12 0.35 X 0 0 0 CHRISTOPHER MARSELLA DIRECTOR 0.09 0.26 X 0 0 0 THERESA MOORE DIRECTOR 0.12 0.35 X 0 0 0 VINCENT MOR DIRECTOR 0.14 0.43 X 0 0 0 MICHAEL MURPHY DIRECTOR (LEFT 12/2023) 0.06 0.17 X 0 0 0 MARCIA NEIBURG DIRECTOR (START 12/2023) 0.12 0.35 X 0 0 0 ARTHUR ROBBINS DIRECTOR (LEFT 2/2024) 0.09 0.26 X 0 0 0 FRED SCHIFFMAN MD DIRECTOR (LEFT12/2023) 0.06 0.17 X 0 0 0 STEPHEN SOSCIA TREASURER 0.12 0.35 X X 0 0 0 PAUL STAJDUHAR DIRECTOR 0.14 0.43 X 0 0 0 MARK TRACY SECRETARY 0.14 0.43 X X 0 0 0 MARK YOUNG DIRECTOR 0.12 0.35 X 0 0 0 DIANA FRANCHITTO PRESIDENT & CEO 0.00 33.92 X 488735 0 30174 ADOZINDA F KANE CFO (LEFT 6/2024) 0.00 26.39 X 310390 0 35047 EDWARD MARTIN CHIEF MEDICAL OFFICER 0.00 30.01 X 458115 0 28550 JENNIFER M RITZAU VICE PRESIDENT, MEDICAL STAFF 35.00 0.00 X 329465 0 33743 JULIE CONWAY CHIEF CLINICAL OFFICER 40.00 0.00 X 222335 0 17113 JENNIFER LEPRE CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 266706 0 28862 DIANA ZAPATA CHIEF GROWTH & MARKETING OFFICER 40.00 0.00 X 239031 0 33828 GARY M CROTEAU CHIEF INFORMATION OFFICER-CSO 40.00 0.00 X 215622 0 28304 2530399 0 235621 29 0 1 0 NETSMART TECHNOLOGIES INC PO BOX 713519 PHILADELPHIA PA 19171 COMPUTER LICENSES AND SUPPORTS 186790 1 MANAGEMENT FEE REVENUE 900099 13684938 13684938 13684938 13684938 13684938 0 0 10278959 3500205 6269546 509208 207707 143318 61876 2513 1582482 252959 1215145 114378 670466 462621 199732 8113 47639 47639 224642 20211 204181 250 32981 32981 2156 1290 866 179742 179742 193309 66350 125847 1112 34267 6150 27371 746 41318 2449 37108 1761 36984 1267 35717 12548 12548 RECRUITMENT EXP 110042 110042 INTERCOMPANY WRITEOFF 90557 90557 DUES & SUBSCRIPTIONS 25863 25578 285 EVENT EXPENSES 2287 44 2074 169 1546 1394 142 10 13775495 4548815 8588135 638545 778065 202769 0 0 235269 68769 8555 2852 8555 5703 2698930 18388168 3720819 18665409 157923 1617095 2249062 15825037 2406985 17442132 X 1313834 1215574 0 7703 1313834 1223277 3720819 18665409 -90557 0 X X 0 1 X 1 0 X X 3 HOPEHEALTH HOSPICE & PALLIATIVE CARE 510192422 10 1 0 11489006 HOPEHEALTH VISITING NURSE 050259111 10 1 0 0 HOPEHEALTH COMMUNITY VNA INC 042475924 10 1 0 2195932 3 0 13684938 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 8555 2852 5703 5703 DUE FROM RELATED PARTY 17602436 ESTIMATED AMOUNTS DUE FROM INSURANCE COMPANY 144429 ASSETS HELD FOR SALE 641303 18388168 DUE TO RELATED PARTY 15680608 ESTIMATED WORKERS' COMPENSATION CLAIMS 144429 15825037 X PART X, LINE 2: BELOW IS AN EXCERPT FROM FOOTNOTE 1 OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR HOPEHEALTH. HOPEHEALTH'S ENTITIES HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2024 AND 2023, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. X X X X X 0 0 0 0 0 0 0 1 0 DIANA FRANCHITTO PRESIDENT & CEO 447273 0 0 0 41462 0 4900 0 25274 0 518909 0 0 0 EDWARD MARTIN CHIEF MEDICAL OFFICER 399470 0 17400 0 41245 0 4900 0 23650 0 486665 0 0 0 JENNIFER M RITZAU VICE PRESIDENT, MEDICAL STAFF 295315 0 21850 0 12300 0 4900 0 28843 0 363208 0 0 0 ADOZINDA F KANE CFO (LEFT 6/2024) 283441 0 15000 0 11949 0 4900 0 30147 0 345437 0 0 0 JENNIFER LEPRE CHIEF HUMAN RESOURCES OFFICER 251016 0 15000 0 690 0 4900 0 23962 0 295568 0 0 0 DIANA ZAPATA CHIEF GROWTH & MARKETING OFFICER 217693 0 15000 0 6338 0 4004 0 29824 0 272859 0 0 0 GARY M CROTEAU CHIEF INFORMATION OFFICER-CSO 199332 0 15000 0 1290 0 4419 0 23885 0 243926 0 0 0 JULIE CONWAY CHIEF CLINICAL OFFICER 204404 0 15000 0 2931 0 4327 0 12786 0 239448 0 0 0 PART I, LINE 7 AFTER A REVIEW OF PERFORMANCE METRICS, INDIVIDUALS ARE AWARDED BONUS AMOUNTS WITHIN GIVEN PARAMETERS. THE BONUS AMOUNTS ARE REVIEWED AS PART OF AN INDIVIDUALS' FULL COMPENSATION PACKAGE TO MAKE SURE IT IS REASONABLE. BONUS AMOUNTS FOR MANAGERS AND DIRECTORS ARE APPROVED BY THE PRESIDENT & CEO. OTHER BONUS AMOUNTS ARE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 BOARD OF DIRECTOR MEMBERS KEITH KELLY AND BARBARA COTTAM ARE BOTH EMPLOYED BY RBS CITIZENS FINANCIAL GROUP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE ORGANIZATION'S AUDIT COMMITTEE PRIOR TO SUBMISSION. EACH MEMBER OF THE BOARD IS PROVIDED A COPY OF THE FORM 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C AT OR PRIOR TO CONSIDERATION BY THE BOARD OR A COMMITTEE OF A MATTER, TRANSACTION OR ARRANGEMENT AS TO WHICH ANY DIRECTOR, OFFICER, MEMBER, EMPLOYEE OR VOLUNTEER HAS A POTENTIAL CONFLICT OF INTEREST, THE INDIVIDUAL HAVING SUCH CONFLICT SHALL DISCLOSE THE SAME TO THE BOARD/ COMMITTEE, COMPLIANCE OFFICER IF EMPLOYEE OR VOLUNTEER AS THE CASE MAY BE. IF IT IS DETERMINED THAT AN ACTUAL CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH SUCH CONFLICT SHALL NOT BE PRESENT DURING DISCUSSION OR VOTING ON SUCH MATTER AS RELATES TO THE CONFLICT. APPROVAL OF ANY TRANSACTION OR ARRANGEMENT THAT INVOLVES A CONFLICT SHALL INVOLVE A CONSENSUS OF THOSE REMAINING THAT THE TRANSACTION IS IN THE INTERESTS OF THE ORGANIZATION AND FOR ITS BENEFIT, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND THAT THE ORGANIZATION COULD NOT OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORT. THE BOARD OR COMMITTEE MAY, IF DEEMED APPROPRIATE, APPOINT A NON-INTERESTED COMMITTEE OR INDIVIDUAL TO INVESTIGATE ALTERNATIVES TO SUCH TRANSACTION OR ARRANGEMENT. THE BOARD SHALL, IN THE CASE OF VIOLATION OF THIS POLICY BY ANY INDIVIDUAL TAKE SUCH DISCIPLINARY OR OTHER CORRECTIVE ACTION AS IS NECESSARY TO PROTECT THE INTERESTS OF ORGANIZATION. THE MINUTES OF THE BOARD AND COMMITTEE MEETINGS SHALL RECORD DISCLOSURES AND OTHER PROCEEDINGS DESCRIBED ABOVE, INCLUDING THE NAMES OF ALL PERSONS PRESENT AND PARTICIPATING THEREIN AND ALL DETERMINATION, MADE PURSUANT TO SUCH PROCEDURES. ANNUALLY ALL CONFLICT OF INTEREST DISCLOSURE STATEMENTS WILL BE REVIEWED AT A MINIMUM, BY THE PRESIDENT/CHIEF EXECUTIVE OFFICE AND CHAIRMAN OF THE BOARD TO ENSURE THAT SUCH CONFLICTS ARE REASONABLE AND CONSISTENT WITH GENERAL KNOWLEDGE AND UNDERSTAND. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS THE FOLLOWING POLICY TO DETERMINE COMPENSATION: THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS SALARIES FOR THE CEO AND OTHER KEY MEMBERS OF SENIOR LEADERSHIP. THE PROCESS INCLUDES PERIODIC PROCUREMENT OF COMPARABILITY DATA FROM EXTERNAL INDEPENDENT SOURCES INCLUDING THE REVIEW OF FORM 990 OF OTHER ORGANIZATIONS. THE BOARD OF DIRECTORS REVIEW AND APPROVE THE SALARY OF THE CEO AND ANNUALLY APPROVES THE BUDGET WHICH INCLUDES SALARIES FOR THE OTHER MEMBERS OF THE SENIOR MANAGEMENT TEAM. SULLIVANCOTTER WAS RETAINED BY THE COMPENSATION COMMITTEE (COMMITTEE) OF THE BOARD OF DIRECTORS (BOARD) OF HOPEHEALTH TO CONDUCT A COMPETITIVE ASSESSMENT OF THE TOTAL COMPENSATION PROGRAM FOR ITS TOP LEADERSHIP POSITIONS. THE MARKET DATA ARE COMPILED FROM RELIABLE AND INDEPENDENT SURVEYS. THE DATA WERE DRAWN FROM NATIONAL PUBLISHED COMPENSATION SURVEYS AND REGIONAL IRS FORM 990 DATA (IF AVAILABLE). THE OFFICERS ARE PAID DIRECTLY BY HOPEHEALTH INC. HOWEVER, THOSE EXPENSES WILL SUBSEQUENTLY BE ALLOCATED OUT TO THE RELATED OPERATING ENTITIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS FOR PUBLIC INSPECTION UPON REQUEST AT ITS ADMINISTRATIVE OFFICES IN PROVIDENCE, RHODE ISLAND. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH THE RESPONSIBILITY FOR THE SELECTION OF THE ORGANIZATION'S INDEPENDENT AUDITORS, AND FOR THE OVERSIGHT OF ITS FINANCIAL STATEMENTS. HOPEHEALTH COMMUNITY VNA INC 10 EMORY STREET ATTLEBORO MA 02703 042475924 PROVIDE HOME CARE MA 501(C)(3) LINE 10 HOPEHEALTH 1 HOPEHEALTH VISITING NURSE 6 BLACKSTONE PLACE LINCOLN RI 02865 050259111 PROVIDE HOME CARE RI 501(C)(3) LINE 10 HOPEHEALTH 1 HOPEHEALTH HOSPICE & PALLIATIVE CARE 1085 NORTH MAIN STREET PROVIDENCE RI 02904 510192422 PROVIDE HOSPICE CARE AND PALLIATIVE CARE RI 501(C)(3) LINE 10 HOPEHEALTH 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 HOPEHEALTH COMMUNITY VISITING NURSE AGENCY INC K 93420 COST HOPEHEALTH HOSPICE & PALLIATIVE CARE L 11489006 COST HOPEHEALTH COMMUNITY VISITING NURSE AGENCY INC L 2195932 COST HOPEHEALTH HOSPICE & PALLIATIVE CARE R 1504824 COST HOPEHEALTH COMMUNITY VISITING NURSE AGENCY INC S 2155002 COST