2021-11-11T16:03:13-06:00 2021-06-30 350921680 CROWE LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990 2020-07-01 953275679 The Elizabeth Hospice Inc ELIZ 7607372050 500 La Terraza BLVD 130 Escondido CA 920253876 Sarah McSpadden PRESIDENT & CEO 2021-11-11 true Sarah McSpadden 999009999 DIANE BROWN P01578407 4155761100 2020 2022-09-23 18:48:47Z Sarah McSpadden 500 La Terraza BLVD 130 Escondido CA 920253876 53725621 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. 12 11 355 380 0 0 3521733 3358496 36766044 40435175 337327 1987943 523245 331593 41148349 46113207 0 0 27096883 27348779 0 1020423 11010664 11045371 38107547 38394150 3040802 7719057 36554482 45799118 8930225 6470240 27624257 39328878 To enhance the quality of life for those nearing the end of life's journey and for those who grieve. false false 30408125 40736727 For more than 42 years, The Elizabeth Hospice, has been recognized as a pioneer in the hospice movement. We are an experienced and trusted community resource that provides care and support for those facing the challenges brought on by advanced serious illness. 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 110,000 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. 381900 1600 Childrens Grief Support - Our specialized children's bereavement program is the only one of its kind 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. 370687 44670 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. 31160712 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 98 0 true 355 true false false false false false true true false false false false false false false X 12 11 false false true 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 Dan Laframboise Director/Treasurer 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 346420 0 15962 Theodore Davis Director/Corporate Secretary 1.0 X X 0 0 0 Cynthia Robertson Director 1.0 X 0 0 0 Denise Logue Director 1.0 X 0 0 0 Doug Dawson Director 1.0 X 0 0 0 George Olmstead Director 1.0 X 0 0 0 Lori Rappaport Director 1.0 X 0 0 0 Michael McDuffie Director 1.0 X 0 0 0 Michelle Hays Director 1.0 X 0 0 0 Tammy Morita Director 1.0 X 0 0 0 Darlene Rutledge CCO 40.0 X 241523 0 24769 George Delgado CMO 40.0 X 307450 0 26631 Jean Loo-Russo CPO 40.0 X 214973 0 13715 Laury Bliss CSO 40.0 X 241879 0 74781 Deena Nelson Sr Director of Finance 40.0 X 189517 0 4955 Francelina Nichols Director of Sales and Marketing 40.0 X 187436 0 12583 Kathleen Gordinier Director of Bereavement and Volunteers 40.0 X 152882 0 19576 Mary Kate O'Connell Sr Director of HR 40.0 X 187436 0 71963 Phaedra Kunze Director of Palliative Care 40.0 X 147258 0 14712 JANET JONES FORMER CEO 40.0 X 412169 0 25633 2628943 0 305280 0 true true false Medline Industries Inc Dept LA 21558 Pasadena CA 911851558 Medical Supplies 971530 Tenisi Tech 15559 Union Ave Suite 142 Los Catos CA 95032 IT Services 630145 Villa Pomerado Facility PO Box 748698 Los Angeles CA 900748698 Nursing Services 576451 Escondido Medical Investors LP 1980 Felicita Road Escondido CA 92025 Nursing Services 479878 Hospice of Michigan Inc 2366 Oak Valley Dr Ann Arbor MI 48103 Nursing Services 193534 21 72530 2069060 1216906 14883 3358496 Hospice Services 621610 40435175 40435175 0 0 0 0 40435175 303320 303320 0 0 9277364 7592741 1684623 0 1684623 1684623 1200 72530 18812 -17612 -17612 2244 861 1383 1383 Workers compensation dividend 900099 100611 100611 Other Income 900099 247211 247211 0 0 0 0 347822 46113207 40782997 0 1971714 1548889 632088 916801 18771808 15935955 2260891 574962 426220 353255 56278 16687 5173770 4370359 660152 143259 1428092 1168168 216171 43753 422680 10476 411605 599 66777 66777 2057753 1417825 639551 377 356939 213849 124683 18407 318991 153213 145609 20169 708730 512173 155382 41175 1711938 1448287 170249 93402 751996 724418 21871 5707 238084 98065 102422 37597 363489 307509 36148 19832 229390 965 228425 Medications 1151525 1151525 Medical Equipment 1432150 1432150 Medical Supplies 939921 939921 Patient Expense 210918 206421 4497 84090 84090 0 0 38394150 31160712 6213015 1020423 5017991 8313069 5095969 5286444 0 0 0 0 178605 253708 5963543 3034274 2959413 2929269 22774729 28389004 0 0 527775 627624 36554482 45799118 6680650 6456975 2249575 13265 0 0 0 0 8930225 6470240 X 20099597 30079782 7524660 9249096 27624257 39328878 36554482 45799118 7719057 3985564 0 X false true X true false X 2112809 6868930 2691316 3521733 3358496 18553284 31239812 37228846 36954361 36766044 40435175 182624238 0 0 0 33352621 44097776 39645677 40287777 43793671 201177522 24440 28737 5000 5301 33093 96571 0 0 0 0 0 0 24440 28737 5000 5301 33093 96571 201080951 241766 285036 343810 475729 303320 1649661 0 241766 285036 343810 475729 303320 1649661 0 261487 422517 552117 566372 349022 2151515 33855874 44805329 40541604 41329878 44446013 204978698 0.9810 0.9835 0.01 0.0069 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - GROSS INCOME FROM FUNDRAISING, COLUMN A - 11849.0, COLUMN B - 36047.0, COLUMN C - 53572.0, COLUMN D - 40006.0, COLUMN E - 1200.0, COLUMN F - 142674.0; DESCRIPTION - WORKERS COMPENSATION DIVIDEND, COLUMN A - 16861.0, COLUMN B - 66659.0, COLUMN C - 91092.0, COLUMN D - 171200.0, COLUMN E - 100611.0, COLUMN F - 446423.0; DESCRIPTION - OTHER INCOME, COLUMN A - 232777.0, COLUMN B - 319811.0, COLUMN C - 407453.0, COLUMN D - 355166.0, COLUMN E - 247211.0, COLUMN F - 1562418.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18473695 0 5026597 369500 23130792 16049103 2342483 452558 370449 18473695 13977568 1746498 702098 377061 16049103 7583231 5745375 741173 92211 13977568 2971782 4305014 605796 299361 7583231 0.607 0.3039 0.0891 false false 879235 879235 2960588 1431130 1529458 2123720 1603144 520576 2929269 0 X 50098771 3985564 0 3985564 46113207 0 0 46113207 38394150 0 0 38394150 0 0 38394150 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 2015(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, 2021 and 2020. Heart & Soul 73730 72530 1200 4600 4835 5349 4028 0 0 73730 72530 1200 4600 4835 5349 4028 18812 -17612 X X true false false false false false false false false Sarah McSpadden CEO 280489 0 55700 0 10231 0 7358 0 8604 0 362382 0 0 0 George Delgado CMO 277799 0 29651 0 0 0 6665 0 19966 0 334081 0 0 0 Darlene Rutledge CCO 205756 0 20382 0 15385 0 4651 0 20118 0 266292 0 0 0 Laury Bliss CSO 218015 0 23864 0 0 0 6532 0 68249 0 316660 0 0 0 Jean Loo-Russo CPO 172248 0 19212 0 23513 0 5960 0 7755 0 228688 0 0 0 Deena Nelson Sr Director of Finance 155697 0 16909 0 16911 0 4955 0 0 0 194472 0 0 0 Mary Kate O'Connell Sr Director of HR 160017 0 15929 0 11490 0 5646 0 66317 0 259399 0 0 0 Francelina Nichols Director of Sales and Marketing 157983 0 20812 0 8641 0 5035 0 7548 0 200019 0 0 0 Kathleen Gordinier Director of Bereavement and Volunteers 136074 0 2920 0 13888 0 2199 0 17377 0 172458 0 0 0 Phaedra Kunze Director of Palliative Care 133602 0 2807 0 10849 0 4410 0 10302 0 161970 0 0 0 JANET JONES FORMER CEO 0 0 23491 0 388678 0 18812 0 6821 0 437802 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment Janet Jones received $166,695 in severance. Elizabeth Supportive Medical Specialists Entity More than 35% owned by Dr. George Delgado, Key Employee 201150 Physician Services false Elizabeth Supportive Medical Specialists Entity More than 35% owned by Dr. George Delgado, Key Employee 55844 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 CORPORTATION HAS A DESIGNATED EXECUTIVE COMMITTEE AND DELEGATE TO SUCH COMMITTEE ANY OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGMENT 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 4 Significant changes to organizational documents YES. JULY 1, 2020, RESTATED ARTICLES OF INCORPORATION AND BYLAWS. CALIFORNIA HOSPICE NETWORK (ADDED AUGUST 1, 2019) WAS REMOVED AS THE SOLE MEMBER. AS OF JULY 1, 2020, THE CORPORATION SHALL HAVE NO MEMBERS. 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 MANAGMENT 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 OBSTAIN 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 RECOMENDATIONS ARE PRESENTED TO THE FULL BOARD IN A CLOSED SESSION. EVIDENCE OF THE CLOSED SESSION IS DOCUMENTED IN THE BOARD MINUTES. LAST COMPLETED IN 2020. 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 RECOMENDATIONS 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. APRIL 2021, BASED ON SALARY EXPECTATIONS AND INFO DERIVED FROM THE CONSUMER PRICE INDEX (CPI) ALL SALARY RANGES WERE AGED 8%, THOSE FALLING BELOW RANGE WERE BROUGHT TO NEW MINIMUM. Form 990, Part VI, Line 19 Required documents available to the public A STAEMENT 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. CONSOLIDATED AUDITED FIANCIALS, 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.