2020-11-12T13:45:04-06:00 2019-12-31 351307701 KRUGGEL LAWTON & COMPANY LLC 317 W FRANKLIN ST ELKHART IN 46516 990 2019-01-01 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 2020-10-27 1 MARGENE ZINK P01222961 5742642247 2020-10-26 199.58.74.130 2020-10-27 14:08:59 ED P 9762094311112B17F07E8522B3A25D6B3FC1555B 5824EC65DA0A9223BFB28944593A31557FB39942 2019 2021-01-29 14:40:06Z MARK MURRAY 501 COMFORT PL MISHAWAKA IN 46545 4120274 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 NON-PROFIT 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 1667069 3179926 0 0 1368893 863688 -34923 -71465 3001039 3972149 120954 119775 0 0 1222747 1294058 0 0 529298 1327535 1616583 2671236 3030416 329803 941733 44578403 57342322 20684022 29125335 23894381 28216987 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 1642148 119775 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 NON-PROFIT 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. 1642148 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 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 MARK MURRAY PRESIDENT & CEO 5.00 35.00 X 62410 353656 46374 MICHAEL WARGO VP/COO 32.00 8.00 X 204454 0 5186 KARL HOLDERMAN CFO 5.00 35.00 X 25166 142609 6350 CHRISTOPHER TAELMAN CDO 40.00 X 130246 0 4110 AMY KUHAR MAURO PAST CHAIR 0.00 X 0 0 0 WENDELL WALSH IMMEDIATE PAST CHAIR 0.00 X 0 0 0 CAROL WALKER VICE CHAIR 0.00 X 0 0 0 JENNIFER HOUIN SECRETARY 0.00 X 0 0 0 TRICIA LUCK TREASURER 0.00 X 0 0 0 JENNIFER EWING VICE CHAIR 0.00 X 0 0 0 MARY NEWBOLD CHAIR 0.00 X 0 0 0 422276 496265 62020 2 0 1 0 0 412294 2767632 3179926 872169 872169 30879 30989 8371 -110 -8371 -8481 -8481 33400 412294 108765 -75365 -75365 MISCELLANEOUS 621610 3900 3900 3900 3972149 -4581 0 796804 83738 83738 18817 18817 17220 17220 288617 123064 139377 26176 760316 377042 221940 161334 10820 5165 3712 1943 158661 76376 52934 29351 75644 36111 25949 13584 25600 25600 8513 8513 30879 30879 22500 11040 7307 4153 105759 105759 156246 71263 51209 33774 51289 24484 17594 9211 58880 28108 20198 10574 1323 1323 35202 16804 12076 6322 291591 139200 100027 52364 428541 204577 147006 76958 37969 18125 13025 6819 HOSPICE OUTREACH 276199 276199 OTHER FUNDRAISING 68046 68046 DUES 13415 6404 4602 2409 MISCELLANEOUS 3787 1808 1299 680 844 844 3030416 1642148 858970 529298 25184 13472 2271798 2339288 1352986 1758254 133401 246345 45101 27461 28233392 3385369 16642607 24848023 23035430 27134738 1071896 974741 44578403 57342322 1369470 73243 2975230 11987266 16339322 17064826 20684022 29125335 X 18352396 21873872 5541985 6343115 23894381 28216987 44578403 57342322 X 941733 3262959 117914 X X 0 1 X 1 0 X X X 2 THE CENTER FOR HOSPICE AND PALLIATIVE CARE INC 310952866 10 1 1648117 0 GLOBAL PARTNERS IN CARE 161590512 7 0 483698 0 2 2131815 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 618643 112347 33902 697088 673504 -34275 20586 618643 589341 111752 27589 673504 587260 29755 27674 589341 624656 -3105 34291 587260 1.00000 1 0 2232836 2232836 15655979 2992145 12663834 7355 1502 5853 10337222 391722 9945500 24848023 DUE TO AFFILIATE 17064826 17064826 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 ORGANIZATION IS NOT A PRIVATE FOUNDATION 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 ORGANIZATION'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ORGANIZATION 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 ORGANIZATION 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 2016 THROUGH 2018 FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS REMAIN SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITIES. PART XI, LINE 2D - REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER CHANGE IN BENEFICIAL INTEREST IN GPIC $51,969 INTEREST INCOME $78,445 INNVESTMENT EXPENSE $30,879 PART XII, LINE 2D - EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SPECIAL EVENTS EXPENSE $109,608 INVESTMENT EXPENSE -$ 30,879 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 PARTNER, PALLIATIVE CARE ASSOICATION OF UGANDA. 17220 WIRE TRANSFER 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: ANNUAL DINNER 402739 377339 25400 15407 34429 1050 17372 BIKE MICHIANA AND WALK FOR HOSPICE 30885 22885 8000 225 5650 196 21003 433624 400224 33400 15632 40079 1246 38375 95332 -61932 0 GLOBAL PARTNERS IN CARE 501 COMFORT PLACE MISHAWAKA IN 46545 161590512 501C3 128857 FMV HOSPICE CARE 1 PATIENT ASSISTANCE GRANTS 80 18817 COST MISCELLANEOUS X X X X X 0 0 0 0 0 0 0 0 0 MARK MURRAY PRESIDENT & CEO 51772 293373 6963 39458 3675 20825 5115 28985 1841 10433 69366 393074 7237 41013 MICHAEL WARGO VP/COO 194854 0 0 0 9600 0 2400 0 2786 0 209640 0 0 0 KARL HOLDERMAN CFO 22286 126289 0 0 2880 16320 600 3400 353 1997 26119 148006 0 0 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. DETERMINATIONS OF WHETHER A CONFLICT EXISTS ARE BASED ON THE IRS DEFINITION OF A FAMILY OR BUSINESS RELATIONSHIP. ANY INTEREST 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 THE HOSPICE CEO COMPENSATION SURVEY WAS CONDUCTED BY EFFECTIVE PAY PRACTICES AND ARTHUR WARREN ASSOCIATES AND RESULTS WERE REPORTED IN JANUARY OF 2016. THE REPORT WAS DEVELOPED TO PROVIDE THE COMPENSATION COMMITTEE WITH INFORMATION TO ESTABLISH THE CEO'S COMPENSATION CONSISTENT WITH BEST PRACTICE, BOARD COMPENSATION GOVERNANCE, THE COMPETITIVE 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 ADEQUATELY DOCUMENTED THE BASIS FOR ITS COMPENSATION ADJUSTMENT THAT WAS AWARDED TO THE CEO WITHIN ITS MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN GPIC 130,414. BAD DEBT EXPENSE -12,500. LINE 2C EXPLANATION THE ORGANIZATION HAS A COMMITTEE THAT OVERSEES THE FINANCIAL STATEMENT PREPARATION PROCESS AND THE SELECTION OF EXTERNAL ACCOUNTANTS. THIS PROCESS HAS NOT CHNAGED 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 17064826 COST GLOBAL PARTNERS IN CARE B 128857 COST