2020-11-10T14:03:26-06:00 2019-12-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2019-01-01 223137812 HOSPICE FOUNDATION OF WNY INC HOSP 7166861900 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 ROSEANN MCANULTY CHIEF OPERATING OFFICER 7166861900 2020-11-09 1 MARY MADONIA P00405803 7168472651 2020-11-02 104.193.28.34 2020-11-09 13:10:31 ES P F975BC4348CC14B89A543B4429A314860F6BBAAE E0B0DB41763FBCE5E2D1E3BDC313E3648A419176 2019 2021-01-29 14:40:06Z CHRISTOPHER KERR MD 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 5970661 0 X WWW.PALLIATIVECARE.ORG/FOUNDATION/ X 1991 NY THE MISSION OF THE HOSPICE FOUNDATION OF WESTERN NEW YORK IS TO SOLICIT, ACCEPT, ADMINISTER AND INVEST CHARITABLE FUNDS ON BEHALF OF HOSPICE & PALLIATIVE CARE BUFFALO, INC. AND ITS AFFILIATES. THESE INCLUDE: HOSPICE BUFFALO, INC., THE PALLIATIVE CARE INSTITUTE, INC., THE MARY & RALPH, C. WILSON, JR. HOSPICE INPATIENT UNIT, THE WILSON SUPPORT CENTER AND ESSENTIAL CARE FOR CHILDREN. HOSPICE & PALLIATIVE CARE BUFFALO, INC. IS A NOT-FOR- PROFIT ORGANIZATION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE SERVICE CODE. HOSPICE BUFFALO IS THE ONLY CERTIFIED HOSPICE PROGRAM IN ERIE COUNTY, NY. 22 21 13 633 1667 -2413 4889132 3384363 0 0 1756442 1531044 555962 631847 7201536 5547254 440868 576339 0 0 1294356 1214680 0 0 786351 508782 642910 2244006 2433929 4957530 3113325 46546569 43205648 106718 85414 46439851 43120234 X THE MISSION OF THE HOSPICE FOUNDATION OF WESTERN NEW YORK IS TO SOLICIT, ACCEPT, ADMINISTER AND INVEST CHARITABLE FUNDS ON BEHALF OF HOSPICE & PALLIATIVE CARE BUFFALO, INC. AND ITS AFFILIATES. THESE INCLUDE: HOSPICE BUFFALO, INC., THE PALLIATIVE CARE INSTITUTE, INC., THE MARY & RALPH, C. WILSON, JR. HOSPICE INPATIENT UNIT, THE WILSON SUPPORT CENTER AND ESSENTIAL CARE FOR CHILDREN. HOSPICE & PALLIATIVE CARE BUFFALO, INC. IS A NOT-FOR- PROFIT ORGANIZATION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE SERVICE CODE. HOSPICE BUFFALO IS THE ONLY CERTIFIED HOSPICE PROGRAM IN ERIE COUNTY, NY. 0 0 1635900 576339 ACCEPTED, ADMINISTERED AND INVESTED ALL CHARITABLE FUNDS ON BEHALF OF HOSPICE & PALLIATIVE CARE BUFFALO, INC., A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3), SUPPORTED THE WORK OF HOSPICE, AND SOLICITED FUNDING FOR FUTURE NEEDS. 1635900 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 20 0 1 13 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X THE ORGANIZATION 7166861900 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 CHRISTOPHER KERR MD TRUSTEE/CMO/CEO 1.00 36.50 X X 0 489258 35502 NORA K MCGUIRE TRUSTEE/CHAIR 1.00 4.00 X X 0 0 0 PAUL DUGGAN TRUSTEE 1.00 4.00 X 0 0 0 VALERIE MCCAULEY TRUSTEE 1.00 0.00 X 0 0 0 W LAWRENCE BUCK TRUSTEE 1.00 0.00 X 0 0 0 KEVIN K GLUC ESQ TRUSTEE/SECRETARY 1.00 0.00 X X 0 0 0 VINCE J MANCUSO TRUSTEE 1.00 4.00 X 0 0 0 CATHARINE E MCGOVERN TRUSTEE 1.00 0.00 X 0 0 0 MARCY J MUNSON TRUSTEE 1.00 0.00 X 0 0 0 MARK NOTARIUS TRUSTEE 1.00 0.00 X 0 0 0 ROBERT J SCHRECK ESQ TRUSTEE 1.00 0.00 X 0 0 0 JOHN A WABICK TRUSTEE 1.00 0.00 X 0 0 0 RYAN M ZEBRO TRUSTEE/VICE CHAIR 1.00 4.00 X X 0 0 0 MARY M WILSON TRUSTEE 1.00 0.00 X 0 0 0 KEN HOUSEKNECHT TRUSTEE 1.00 0.00 X 0 0 0 JENNIFER DOWDELL TRUSTEE 1.00 0.00 X 0 0 0 LINDA MAGGIO TRUSTEE 1.00 0.00 X 0 0 0 THOMAS A MURACA TRUSTEE 1.00 0.00 X 0 0 0 BRENDAN J RICH ESQ TRUSTEE 1.00 0.00 X 0 0 0 DAVID S ZYGAJ TRUSTEE 1.00 0.00 X 0 0 0 TRACEY O'CONNOR MD TRUSTEE 1.00 4.00 X 0 0 0 JANE MOGAVERO TRUSTEE 1.00 0.00 X 0 0 0 MAUREEN M LEHSTEN CHIEF FINANCIAL OFFICER 1.00 36.50 X 0 243785 34057 PATRICK T FLYNN PRESIDENT OF FOUNDATION 29.00 8.50 X 148622 44394 29705 148622 777437 99264 1 0 1 1 0 63651 211000 3109712 133671 3384363 1531044 1667 1529377 1029658 211000 411676 617982 617982 25596 11731 13865 13865 5547254 0 1667 2161224 X 576339 576339 171495 171495 790880 486060 304820 70607 25692 44915 126829 75243 51586 54869 20738 34131 4108 4108 4112 4112 174893 174893 1247 1247 52275 17414 34861 8450 7722 728 8345 2507 5838 3740 3473 267 11411 11411 OTHER DIRECT EXPENSES 191076 150076 41000 ALLOCATED MAIN OFFICE E 67813 67813 POSTAGE AND SHIPPING 39071 1537 37534 PRINTING AND PUBLICATIO 30059 3244 26815 46310 14929 31381 2433929 1635900 11678 786351 5686762 3984548 265725 293375 715552 863510 1599975 1259850 8164 7312 1900 1900 0 0 30372476 36735053 7897915 62000 46546569 43205648 63801 42774 42917 42640 106718 85414 X 37578651 33262663 8861200 9857571 46439851 43120234 46546569 43205648 X 3113325 4135249 -10568191 X X 0 1 X 1 0 X 4551612 2769273 3778674 4889132 3384363 19373054 4551612 2769273 3778674 4889132 3384363 19373054 1339615 18033439 603789 667595 1321408 1799833 1529377 5922002 25295056 4922631 0.71290 0.72900 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH CONTRIBUTION DATE: 12/31/15 AMOUNT: 2000000. DESCRIPTION: CASH CONTRIBUTION DATE: 12/07/17 AMOUNT: 2219000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29365898 741228 4983712 216336 34874502 24534107 5504555 -533860 138904 29365898 19616020 1544483 3474448 100844 24534107 17824147 321683 1575124 104934 19616020 13902358 4226929 -276013 29127 17824147 0.77390 0.15770 0.06840 0 0 1900 1900 0 0 PUBLICLY TRADED SECURITIES 36735053 F 36735053 X 9931017 4135249 423407 4558656 5372361 174893 174893 5547254 2682443 423407 423407 2259036 174893 174893 2433929 PART V, LINE 4: INVESTMENTS FOLLOW THE POLICY OF ACHIEVING GROWTH OF BOTH PRINCIPAL VALUE AND INCOME OVER TIME THAT IS SUFFICIENT TO PRESERVE OR INCREASE THE PURCHASING POWER OF THE ASSETS AGAINST INFLATION. CUMULATIVE EARNINGS HAVE BEEN DESIGNATED BY THE DONOR AND BOARD OF DIRECTORS TO BE USED PRIMARILY FOR SUPPLEMENTING THE COST OF CARE FOR THOSE MEMBERS OF THE COMMUNITY IN FINANCIAL NEED, STAFF ENRICHMENT, MEDICAL SERVICES, EDUCATION AND RESEARCH. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ENTITY THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, NO PROVISION FOR FEDERAL TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. US GAAP PROVIDES GUIDANCE ON THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT FOR INCOME TAX POSITION THAT THE ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION TAKES MANY TAX POSITIONS RELATIVE TO TAX LAWS, INCLUDING THOSE TAKEN IN DETERMINING WHETHER TAX IS DUE, A REFUND IS OWED, A TAX RETURN NEEDS TO BE FILED, OR THE CHARACTERIZATION OF INCOME AS TAXABLE (FOR EXAMPLE, UNRELATED BUSINESS INCOME) OR NONTAXABLE. THE ORGANIZATION HAS NOT RECORDED ANY LIABILITIES RELATING TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE 411,676. GAMING EXPENSES NETTED AGAINST REVENUE 11,731. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE 411,676. GAMING EXPENSES NETTED AGAINST REVENUE 11,731. MEMORIAL WALK 328864 18500 310364 16559 1247 4428 50507 BOUQUET SALE 500375 10000 490375 3565 1815 163888 4 411419 182500 228919 169667 1240658 211000 1029658 20124 3062 4428 384062 411676 617982 25596 11731 1 1.00000 25596 11731 11731 13865 NY 0 NOT REQUIRED BY NEW YORK STATE LAW IF NET GAMING GENERATES LESS THAN $30,000 OF NET PROCEEDS. 0 0 0 1.00000 MAUREEN LEHSTEN 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 0 0 1 HOSPICE & PALLIATIVE CARE BUFFALO INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 223141532 501(C)(3) 332958 PROGRAM EXPENSES PALLIATIVE CARE INSTITUTE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 161593163 501(C)(3) 62589 PROGRAM EXPENSES HOSPICE BUFFALO INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 510202066 501(C)(3) 180792 PROGRAM EXPENSES 3 PART I, LINE 2: GRANTS ARE ONLY MADE TO RELATED ORGANIZATIONS WHO SHARE THE SAME CEO AND CFO, AND ARE SUBJECT TO BOARD APPROVAL. X X X 0 0 0 0 0 0 0 0 0 CHRISTOPHER KERR MD TRUSTEE/CMO/CEO 0 419566 0 61200 0 8492 0 24750 0 10752 0 524760 0 0 MAUREEN M LEHSTEN CHIEF FINANCIAL OFFICER 0 233145 0 5000 0 5640 0 21940 0 12117 0 277842 0 0 PATRICK T FLYNN PRESIDENT OF FOUNDATION 143590 42890 3850 1150 1182 354 13585 4058 9288 2774 171495 51226 0 0 FORM 990, PART VII, SECTION A, LINE 5 REPORTABLE COMPENSATION FROM UNRELATED ORGANIZATION INCLUDED IN BASE COMPENSATION: MAUREEN LEHSTEN (CHIEF FINANCIAL OFFICER) - $52,789 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC. CHRISTOPHER KERR (CHIEF MEDICAL OFFICER/CHIEF EXECUTIVE OFFICER) - $36,733 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC. PATRICK FLYNN (PRESIDENT OF HOSPICE FOUNDATION) - $17,817 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC. X 7 133671 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 HOSPICE & PALLIATIVE CARE BUFFALO, INC. IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE CORPORATE MEMBER ELECTS THE BOARD OF TRUSTEES OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE INTERNAL ACCOUNTING STAFF. THE COMPLETED FORM IS PRESENTED TO THE AUDIT COMMITTEE AND BOARD OF DIRECTORS AND, AFTER A REVIEW HAS TAKEN PLACE, SUCH IS RECOMMENDED FOR SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A COMPREHENSIVE CORPORATE COMPLIANCE PLAN AND SET OF POLICIES. THE BOARD AND ALL EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL INSERVICE REGARDING CORPORATE COMPLIANCE. THE INSERVICE SPECIFICALLY REVIEWS THE POLICIES REGARDING CONFLICTS OF INTEREST, HOW TO DETERMINE IF A CONFLICT OF INTEREST HAS OCCURRED AND ALL INSTANCES IN WHICH COMPLIANCE VIOLATIONS CAN BE REPORTED WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS, COMPENSATION COMMITTEE AND CEO HAVE THE RESPONSIBILITY AND OVERSIGHT OF ALL ELEMENTS OF EXECUTIVE COMPENSATION. AN ANNUAL REVIEW AND APPROVAL IS COMPLETED BY THE COMMITTEE. IN THE REVIEW PROCESS ANNUAL COMPENSATION AND KEY GOALS ARE REVIEWED. THE COMMITTEE ALSO COMPARES COMPENSATION OF KEY EMPLOYEES TO SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 18 AVAILABILITY OF THE ORGANIZATION'S IRS FORM 990 IS DISCLOSED ON THE WEBSITE AND REQUESTS ARE RECEIVED VIA THE WEBSITE, PHONE OR MAIL. THE ORGANIZATION'S IRS FORM 990 IS ALSO AVAILABLE ON THE WEBSITE, GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AVAILABILITY IS DISCLOSED ON THE WEBSITE AND REQUESTS ARE RECEIVED VIA THE WEBSITE PHONE OR MAIL. FORM 990, PART IX, LINE 24E BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 27,883. TOTAL EXPENSES 27,883. SUPPLIES: PROGRAM SERVICE EXPENSES 3,762. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,408. TOTAL EXPENSES 6,170. EQUIPMENT AND RENTAL MAINTENANCE: PROGRAM SERVICE EXPENSES 6,155. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,155. TELEPHONE: PROGRAM SERVICE EXPENSES 5,012. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,090. TOTAL EXPENSES 6,102. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER TO HOSPICE & PALLIATIVE CARE BUFFALO, INC. -10,568,191. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR TO THE PROCESS THAT THE ORGANIZATION HAS IN PLACE FOR THE OVERSIGHT OF THE AUDIT OR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PALLIATIVE CARE INSTITUTE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 161593163 INTERCONNECT COMMUNITY AND UNIVERSITY EFFORTS ACROSS DISCIPLINES NY 501(C)(3) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 0 HOSPICE BUFFALO INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 510202066 PROVIDE EMOTINAL, SPIRITUAL, SOCIAL AND MEDICAL CARE TO PATIENTS NY 501(C)(3) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 0 KRESGE RESIDENCE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 161467560 PROVIDE SKILLED NURSING SERVICES NY 501(C)(3) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 0 LIFE TRANSITIONS CENTER INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 222203585 HELP PEOPLE COPE WITH DEATH REALTED ISSUES NY 501(C)(3) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 0 SAUNDERS PROPERTIES INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 205359753 HOLD PROPERTIES FOR ITS PARENT COMPANY NY 501(C)(2) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 0 HOSPICE & PALLIATIVE CARE BUFFALO INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 223141532 PROVIDE SERVICES THAT ENHANCE COMFORT AND QUALITY OF LIFE FOR PATIENTS NY 501(C)(3) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 0 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 SCHEDULE R, PART V, LINE 1A HOSPICE FOUNDATION HAS TWO OUTSTANDING NOTES RECEIVABLE WITH HOSPICE & PALLIATIVE CARE BUFFALO, INC. (HPCB) (A RELATED ENTITY). IN 2019, HOSPICE FOUNDATION EARNED INTEREST OF $52,109 ON RELATED PARTY NOTES RECEIVABLE.