HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC (EIN 20-1683870)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-02-27
- IRS object ID
- 201910589349301426
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-27T22:00:12-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201683870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Health and Palliative Services of the Treasure Coast Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 7724034500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 SE Indian Street | AddressLine1Txt |
| City | Stuart | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34997 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH DAILEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2019-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Treasure Health | BusinessNameLine1Txt |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH DAILEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 SE Indian Street | AddressLine1Txt |
| City | Stuart | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34997 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,576,621 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://treasurehealth.org/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | To provide administrative support of its subsidiary agencies whose mission is to teach and provide compassionate, caring, expert and professional hospice and grief support services to patients and families at the end of life. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 473 | TotalEmployeeCnt |
| Total Volunteers | 38 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,158,600 | PYContributionsGrantsAmt |
| CY Contributions Grants | $891,198 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,749,306 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,599,305 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,197 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,227 | CYInvestmentIncomeAmt |
| PY Other Revenue | $105,173 | PYOtherRevenueAmt |
| CY Other Revenue | $84,891 | CYOtherRevenueAmt |
| PY Total Revenue | $17,015,276 | PYTotalRevenueAmt |
| CY Total Revenue | $15,576,621 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,291,748 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,917,318 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,683,264 | PYOtherExpensesAmt |
| CY Other Expenses | $3,253,099 | CYOtherExpensesAmt |
| PY Total Expenses | $16,975,012 | PYTotalExpensesAmt |
| CY Total Expenses | $16,170,417 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $40,264 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$593,796 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,384,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,206,462 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,871,479 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,287,240 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $513,018 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$80,778 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To provide administrative support of its wholly owned subsidiary agencies whose mission is to provide hospice, grief counseling, education and other services to patients and families dealing with death and dying so that they might live as fully and comfortably as possible. (Continued on Schedule O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,167,292 | ExpenseAmt |
| Revenue | $14,388,850 | RevenueAmt |
| Desc | The direct hospice core support services fulfill the medical services and admissions requirements into hospice care. Our medical team of physicians provides their expertise in symptom management and comfort care. Physicians are an integral part of the hospice team. The physicians and members of the admissions team educate residents about hospice care and evaluate their medical eligibility to initiate care. Our community outreach requires continuously educating physicians and residents in Martin and St. Lucie counties about how to access hospice services. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,047,843 | ExpenseAmt |
| Revenue | $295,346 | RevenueAmt |
| Desc | TREASURE COAST PALLIATIVE CARE (TCPC) WAS A PROGRAM THAT PROVIDED CONSULTATIVE PALLIATIVE CARE SERVICES TO PATIENTS WITH SERIOUS ILLNESS WHO FAIL TO MEET ELIGIBILITY GUIDELINES FOR HOSPICE OR WHO DO NOT CHOOSE HOSPICE CARE. SERVICES PROVIDED INCLUDE THE EXPERT MANAGEMENT OF PAIN AND OTHER SYMPTOMS, CLARIFICATION OF GOALS OF CARE, ESTABLISHING ADVANCED DIRECTIVES AND DISCUSSING TREATMENT OPTIONS AND THEIR EXPECTED OUTCOMES. PALLIATIVE CARE CONSULTATION SERVICES ARE PROVIDED BY A SPECIALIZED TEAM COMPRISED OF A PHYSICIAN AND ADVANCED NURSE PRACTITIONERS. THESE SERVICES WERE AVAILABLE AT LOCAL SKILLED NURSING FACILITIES, LOCAL ASSISTED LIVING FACILITIES AND AREA HOSPITALS WITH FOLLOW UP VISITS ALSO PROVIDED IN THE HOME . THE PALLIATIVE CARE TEAM PROVIDED 2,390 PALLIATIVE CARE VISITS TO 942 UNIQUE PATIENTS IN MARTIN AND ST. LUCIE COUNTIES. TCPC WAS PHASED OUT AS OF SEPTEMBER 30, 2018. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $699,499 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TREASURE HEALTH GRIEF SUPPORT SERVICES (TCHGS) PROVIDES GRIEF COUNSELING AND SUPPORT TO HOSPICE PATIENTS, THEIR FAMILIES AND ANYONE THAT HAS EXPERIENCED A DEATH IN MARTIN and ST. LUCIE COUNTIES. THE COUNSELING SERVICE STAFF ARE MASTER-LEVEL PREPARED CLINICIANS WHO ARE LICENSED BY THE STATE OF FLORIDA TO PROVIDE COUNSELING. SERVICES ARE PROVIDED TO ADULTS AND CHILDREN IN OUR OFFICES, PATIENT FAMILY HOMES, SCHOOLS AND COMMUNITY AGENCIES. We provided services to 3,688 children and adults whose loved one died in Hospice. Our community grief support programs provided support to 3,200 children and adults through individual, group, family and crisis support. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The mission of the Focus Care Program is to provide disease specific specialized care to hospice eligible patients and extra support to the Treasure Coast Hospice staff. Many patients served by Treasure Coast Hospice have complex needs associated with their disease. Focus Care Staff, made up of a physician and ARNP's, are available to assist with those complex needs thereby assuring that the complex needs can be identified and resolved. As of September 30, 2018 there were no Focus Care visits. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,914,634 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 473 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carl Martello | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7724034500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 SE Indian Street | AddressLine1Txt |
| City | Stuart | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34997 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Scott Alan Roads | ||||||||||
| Chairman | 2.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| William Frederick Moore | ||||||||||
| VICE CHAIR | 2.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Gloretta Hankins Hall | ||||||||||
| Secretary | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Richard James Boyle | ||||||||||
| Treasurer | 2.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Roger Wayne Dunshee | ||||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephanie Flicker | ||||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Bradley Ross Gould | ||||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jimmie Anne Haisley | ||||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Harris Hoffman | ||||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Maxwell Levine MD | ||||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Leigh Lynch | ||||||||||
| Board Member | 1.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| Mark Palazzo | ||||||||||
| Part Year Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Karlette Jan Peck | ||||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Fernando Petry | ||||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Dennis Puskaric | ||||||||||
| Part Year Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Jay Hal Roberts Jr | ||||||||||
| Board Member | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | ||||
| Susan De Cuba MBA | ||||||||||
| Part Year President & CEO | 20.0 | 30.0 | Yes (X) | $360,687 | $0 | $46,224 | ||||
| DEBORAH DAILEY MBA | ||||||||||
| PRESIDENT & CEO - BEGINNING MAY 2018 | 20.0 | 30.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Dunwoody CPA | ||||||||||
| Part-Year CFO | 20.0 | 30.0 | Yes (X) | $22,280 | $0 | $5,203 | ||||
| Leigh L Bergstrom RN | ||||||||||
| Part Year Corporate Secretary & VP of Compliance and Quality | 10.0 | 40.0 | Yes (X) | $122,165 | $0 | $16,768 | ||||
| Gerald Turgeon DO | ||||||||||
| VP of Medical Services | 10.0 | 45.0 | $254,478 | $0 | $31,292 | Yes (X) | ||||
| Roxanne Riley RN | ||||||||||
| Part Year VP of Operations | 10.0 | 40.0 | $174,814 | $0 | $17,315 | Yes (X) | ||||
| Kenneth Murray Fournie Med CFRE FAHP | ||||||||||
| Vice President of Philanthropy | 10.0 | 40.0 | $171,422 | $0 | $28,304 | Yes (X) | ||||
| Robert Anderson DO | ||||||||||
| Physician | 5.0 | 45.0 | $235,081 | $0 | $27,566 | Yes (X) | ||||
| Bernice Burkarth MD | ||||||||||
| Sr. Director of Palliative Services | 50.0 | 0 | $269,341 | $0 | $39,817 | Yes (X) | ||||
| Anson Buttles MD | ||||||||||
| Physician | 5.0 | 45.0 | $164,422 | $0 | $4,904 | Yes (X) | ||||
| John Crouch DO | ||||||||||
| Physician | 5.0 | 45.0 | $234,705 | $0 | $7,503 | Yes (X) | ||||
| Carl Martello BA | ||||||||||
| CONTROLLER | 20.0 | 30.0 | $132,371 | $0 | $15,671 | Yes (X) | ||||
| Carol Jean Ruggles MBA | ||||||||||
| Former CFO | 0.0 | 0.0 | $139,883 | $0 | $23,018 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,281,647 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $263,585 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| HOLLAND & KNIGHT LLP | ||||||
| PO BOX 864084 | ORLANDO | FL | 32886 | LEGAL | $164,688 | |
| CHRISTOPHER C COPELAND TRUST | ||||||
| 824 W INDIANTOWN ROAD | JUPITER | FL | 33458 | LEGAL | $145,000 | SUITE 101 |
| LISA MARIA TARTAGLIA | ||||||
| 377 NW 6TH AVENUE | BOCA RATON | FL | 33432 | MEDICAL SERVICES | $132,430 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $891,198 | RelatedOrganizationsAmt |
| Total Contributions | $891,198 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOSPICE AGENCY SUPPORT | 900099 | $11,260,223 | $11,260,223 |
| CRISIS CARE | 900099 | $1,684,525 | $1,684,525 |
| SUPPORT SERVICES | 900099 | $1,359,211 | $1,359,211 |
| NET PATIENT SERVICE REVENUE | 632000 | $295,346 | $295,346 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,599,305 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,227 | TotalRevenueColumnAmt |
| Exclusion | $1,227 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $84,891 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $84,891 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $84,891 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,576,621 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,684,196 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,227 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,486,455 | TotalAmt |
| Program Services | $1,040,519 | ProgramServicesAmt |
| Management And General | $445,936 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,239,823 | TotalAmt |
| Program Services | $6,467,876 | ProgramServicesAmt |
| Management And General | $2,771,947 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,897 | TotalAmt |
| Program Services | $142,728 | ProgramServicesAmt |
| Management And General | $61,169 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,233,545 | TotalAmt |
| Program Services | $863,482 | ProgramServicesAmt |
| Management And General | $370,063 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,598 | TotalAmt |
| Program Services | $527,519 | ProgramServicesAmt |
| Management And General | $226,079 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,293 | TotalAmt |
| Management And General | $73,293 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,540 | TotalAmt |
| Management And General | $163,540 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,124 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $313,124 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,430 | TotalAmt |
| Program Services | $50,001 | ProgramServicesAmt |
| Management And General | $21,429 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $505,473 | TotalAmt |
| Program Services | $353,831 | ProgramServicesAmt |
| Management And General | $151,642 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,381 | TotalAmt |
| Program Services | $7,967 | ProgramServicesAmt |
| Management And General | $3,414 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,513,140 | TotalAmt |
| Program Services | $1,059,198 | ProgramServicesAmt |
| Management And General | $453,942 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,562 | TotalAmt |
| Program Services | $143,893 | ProgramServicesAmt |
| Management And General | $61,669 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,818 | TotalAmt |
| Program Services | $57,973 | ProgramServicesAmt |
| Management And General | $24,845 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,735 | TotalAmt |
| Management And General | $4,735 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Patient Care | $40,337 | $40,337 | |
| Dues, Subscriptions, Licenses | $227,585 | $159,310 | $68,275 |
| Miscellaneous | $40,681 | $40,681 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,170,417 | TotalAmt |
| Program Services | $10,914,634 | ProgramServicesAmt |
| Management And General | $5,255,783 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,415 | BOYAmt |
| EOY | $51,953 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,583 | BOYAmt |
| EOY | $152,755 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,004 | BOYAmt |
| EOY | $188,254 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,850 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,554 | BOYAmt |
| EOY | $4,054 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,580 | BOYAmt |
| EOY | $1,720 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,965 | BOYAmt |
| EOY | $305,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,596,546 | BOYAmt |
| EOY | $5,502,491 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,384,497 | BOYAmt |
| EOY | $6,206,462 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,837,265 | BOYAmt |
| EOY | $1,616,320 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,214 | BOYAmt |
| EOY | $16,908 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,654,012 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,871,479 | BOYAmt |
| EOY | $6,287,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,018 | BOYAmt |
| EOY | -$80,778 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,018 | BOYAmt |
| EOY | -$80,778 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,384,497 | BOYAmt |
| EOY | $6,206,462 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$593,796 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC | ||||
| 650047497 | 7 | Yes (true) | $0 | $0 |
| THE HOSPICE OF MARTIN AND ST LUCIE INC | ||||
| 592171740 | 9 | Yes (true) | $0 | $10,750,534 |
| HOSPICE OF THE TREASURE COAST INC | ||||
| 592199023 | 9 | Yes (true) | $0 | $509,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $11,260,223 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part IV, Section A, Line 8 Loan to disqualified person | Health and Palliative Services of the Treasure Coast, Inc. extended a loan to Susan de Cuba, the organization's President and CEO, in July 2013. The loan was based on a five-year repayment schedule at terms that included an interest rate based on the "applicable federal rates" as published by the IRS in accordance with IRC Section 1274(d). The terms of the loan were approved in advance by the organization's governing board of directors. Because the terms of the loan were at fair market value at the time the loan was established, the loan does not constitute a section 4958 excess benefit transaction. The balance of this loan was considered fully satisfied as of 4/19/2018, per Susan de Cuba's severance agreement; therefore, the balance of this loan at 9/30/2018 was $0. |
| Schedule A, Part IV, Section C, Line 1 Majority director detail | The board of directors of the following supported organizations - Hospice of the Treasure Coast ("HOTC") and Hospice of Martin and St. Lucie ("HMSL") - are identical to the board of directors of Health and Palliative Services of the Treasure Coast, Inc ("HPSTC"). As a supporting organization, HPSTC is supervised, or controlled in connection with its supported organizations and therefore is designated a Type II supporting organization. HPSTC meets this classification because the board of directors for HOTC and HMSL are identical to the HPSTC board and the management of HPSTC is vested in the same persons that control and manage each of the supported organizations. The corporation is the sole member of each of the supported organizations and thus controls the financial planning for all of the supported organizations, but takes advice from the board of directors of each of the supported organizations concerning the needs of such organizations, as there are members of the governing boards of the supported organizations who also serve as directors on the HPSTC board. Furthermore, the President and CEO and the CFO of HPSTC are also the President and CEO and CFO of the supported organizations. The fact that the management of HPSTC is vested in the same persons that control and manage the supported organizations allows HPSTC and its three supported organizations to function collectively as a health system. HPSTC provides management and administrative support to the supported organizations and palliative care services that further the supported organizations' tax-exempt purpose of providing health care services to the community. The fact that the core leadership team of each of the supported organizations is also HPSTC's core leadership team assures that HPSTC is responsive to the needs and demands of the supported organizations and that HPSTC constitutes an integral part of and maintains a significant involvement in the operations of the supported organizations. |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,746 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,746 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | THE ORGANIZATION IS A MEMBER OF NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION AND FLORIDA HOSPICE & PALLIATIVE CARE ASSOCIATION. A PORTION OF THE DUES PAID TO NHPCO AND FHPCA ARE USED FOR LOBBYING. |
| Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | THE ORGANIZATION IS A MEMBER OF NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION AND FLORIDA HOSPICE & PALLIATIVE CARE ASSOCIATION. A PORTION OF THE DUES PAID TO NHPCO AND FHPCA ARE USED FOR LOBBYING. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,050,581 | BeginningYearBalanceAmt |
| Contributions | $4,132,928 | ContributionsAmt |
| Investment Earnings Or Losses | $482,117 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $17,999 | AdministrativeExpensesAmt |
| End Year Balance | $11,647,627 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,265,905 | BeginningYearBalanceAmt |
| Contributions | $131,659 | ContributionsAmt |
| Investment Earnings Or Losses | $677,427 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $24,410 | AdministrativeExpensesAmt |
| End Year Balance | $7,050,581 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,498,518 | BeginningYearBalanceAmt |
| Contributions | $271,567 | ContributionsAmt |
| Investment Earnings Or Losses | $513,905 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18,085 | AdministrativeExpensesAmt |
| End Year Balance | $6,265,905 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,645,147 | BeginningYearBalanceAmt |
| Contributions | $1,048,935 | ContributionsAmt |
| Investment Earnings Or Losses | -$166,202 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $29,362 | AdministrativeExpensesAmt |
| End Year Balance | $5,498,518 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,229,337 | BeginningYearBalanceAmt |
| Contributions | $162,052 | ContributionsAmt |
| Investment Earnings Or Losses | $291,610 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $37,852 | AdministrativeExpensesAmt |
| End Year Balance | $4,645,147 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.9668 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0202 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.013 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deposits | $133,902 |
| Other Assets | $6,300 |
| Due from affiliates | $5,362,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,502,491 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $4,654,012 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,654,012 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The endowment funds, held by Hospice Foundation of Martin and St. Lucie, Inc., are intended to be used to support the programs and activities of Health and Palliative Services of the Treasure Coast, Inc. and affiliates. |
| 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 501(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 not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely to be 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 Florida 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 September 30, 2018 and 2017. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carol Jean Ruggles MBA | ||||||||||||||
| Former CFO | $100,493 | $0 | $0 | $0 | $39,390 | $0 | $3,352 | $0 | $19,666 | $0 | $162,901 | $0 | $0 | $0 |
| Susan De Cuba MBA | ||||||||||||||
| Part Year President & CEO | $340,429 | $0 | $20,000 | $0 | $258 | $0 | $11,444 | $0 | $34,780 | $0 | $406,911 | $0 | $0 | $0 |
| Gerald Turgeon DO | ||||||||||||||
| VP of Medical Services | $253,716 | $0 | $0 | $0 | $762 | $0 | $7,780 | $0 | $23,512 | $0 | $285,770 | $0 | $0 | $0 |
| Roxanne Riley RN | ||||||||||||||
| Part Year VP of Operations | $144,788 | $0 | $0 | $0 | $30,026 | $0 | $4,520 | $0 | $12,795 | $0 | $192,129 | $0 | $0 | $0 |
| Kenneth Murray Fournie Med CFRE FAHP | ||||||||||||||
| Vice President of Philanthropy | $171,284 | $0 | $0 | $0 | $138 | $0 | $5,226 | $0 | $23,078 | $0 | $199,726 | $0 | $0 | $0 |
| Robert Anderson DO | ||||||||||||||
| Physician | $234,685 | $0 | $0 | $0 | $396 | $0 | $7,321 | $0 | $20,245 | $0 | $262,647 | $0 | $0 | $0 |
| Bernice Burkarth MD | ||||||||||||||
| Sr. Director of Palliative Services | $269,203 | $0 | $0 | $0 | $138 | $0 | $8,601 | $0 | $31,216 | $0 | $309,158 | $0 | $0 | $0 |
| Anson Buttles MD | ||||||||||||||
| Physician | $163,471 | $0 | $0 | $0 | $951 | $0 | $4,904 | $0 | $0 | $0 | $169,326 | $0 | $0 | $0 |
| John Crouch DO | ||||||||||||||
| Physician | $233,469 | $0 | $0 | $0 | $1,236 | $0 | $5,893 | $0 | $1,610 | $0 | $242,208 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 4a Severance or change-of-control payment | The following individuals received severance payments during calendar year 2017 as follows: Carol Ruggles $39,231 Roxanne Riley $29,808 |
| Schedule J, Part I, Line 7 Non-fixed payments | The organization may, at its discretion, utilize incentive pay as a way to meet the strategic goals of the organization. Incentive pay may be made available with consideration for a number of factors and will be based on the fulfillment of established goals that relate to the company objectives as well as overall company performance. Executives' base salary plus any potential incentive pay will be targeted between the 50th and 75th percentile of competitive market compensation data. On a routine basis, a nationally recognized external consultant is engaged to conduct a comprehensive comparability survey, and to assure that this philosophy is being met. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 1 ORGANIZATION'S MISSION | Hospice recognizes dying as a normal process. Hospice exists in the hope and belief that through appropriate care and the promotion of a caring community sensitive to their needs, patients and families may be free to attain a degree of mental and spiritual preparation for death that is satisfactory to them. We provide individual and group grief counseling and bereavement services for both hospice patients and their families as well as non-hospice community residents. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 0 including grants of $)(Revenue $ 0) The mission of the Focus Care Program is to provide disease specific specialized care to hospice eligible patients and extra support to the Treasure Coast Hospice staff. Many patients served by Treasure Coast Hospice have complex needs associated with their disease. Focus Care Staff, made up of a physician and ARNP's, are available to assist with those complex needs thereby assuring that the complex needs can be identified and resolved. As of September 30, 2018 there were no Focus Care visits. |
| Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL | The Compensation of the CEO is determined by the Compensation Committee of the Board, which shall include the Chairman of the Board and other members of the Board as appointed by the Chairman. The Chairman of the Board or his designee shall be the Chairman of the Committee. The Compensation Committee's responsibilities shall include: (a) to establish the compensation of the President & CEO of the corporation (b) review the compensation of the President & CEO of the Corporation, utilizing comparability data and establish merit increases if any in salary, incentive bonus, etc. (c) provide a report of finding to the full Board of Directors. This process was last undertaken in FYE 9/30/2017. Because this process was not undertaken during the current tax year, this question has been answered "no" in accordance with Form 990 instructions. ADDITIONALLY, ON A ROUTINE BASIS, A NATIONALLY RECOGNIZED EXTERNAL CONSULTANT IS ENGAGED TO CONDUCT A COMPREHENSIVE COMPARABILITY STUDY, AND TO CONFIRM THAT THE CEO COMPENSATION WAS ALIGNED WITH THE PHILOSOPHY OF THE ORGANIZATION AND MARKET STANDARDS. AN EXTERNAL CONSULTANT WAS LAST ENGAGED TO CONDUCT SUCH A STUDY DURING FYE 9/30/2016. |
| Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER EMPLOYEES | The organization strives to provide base salary that meets the market standard when employees are fully proficient and meeting expectations. As such, base salary for officers and key employees will be targeted at the 50th percentile of the competitive market. In addition, the organization may utilize incentive pay as a way to meet the strategic goals of the organization. The base salary plus potential incentive pay for an executive is targeted between the 50th and 75th percentile. The organization provides standard health, welfare, retirement and other benefits or perquisites that are comparable to those provided by similar organizations. The compensation of the other officers and key employees is determined by the President and CEO using the comparability report and the process and decisions are documented in each employee's file. This process was last undertaken in FYE 9/30/2017. Because this process was not undertaken during the current tax year, this question has been answered "no" in accordance with Form 990 instructions. ADDITIONALLY, ON A ROUTINE BASIS, HPSTC ENGAGES A NATIONALLY RECOGNIZED EXTERNAL CONSULTANT TO CONDUCT A COMPREHENSIVE COMPARABILITY SURVEY, AND TO ASSURE THAT COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS ALIGNED WITH THE PHILOSOPHY OF THE ORGANIZATION. AN EXTERNAL CONSULTANT WAS LAST ENGAGED TO CONDUCT SUCH A SURVEY DURING FYE 9/30/2016. |
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | The Chairman, Vice Chairman, Secretary and Treasurer serve on the Executive Committee of the Board of Directors. The Executive Committee has the authority to act for the Board of Directors between regular meetings of the Board. The committee makes a full report of all business transacted by the Committee to the Board for its approval. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The organization retains the expertise of an independent accounting firm to assist in the preparation and review of its IRS Form 990. The Form 990 is provided to the full corporate board who then votes to approve the submission of the Form 990 prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Annually each board member is given the conflict of interest policy and the President & CEO explains policy in detail prior to board member signature. All vendors receive and must sign a form disclosing any related parties involved prior to doing business with the organization. Anyone with a conflict of interest is prohibited from voting on matters related to the conflict. |
| Form 990, Part VI, Line 19 Required documents available to the public | All documents are on site in either the Compliance or Controller's office. Upon request, copies are shown, mailed, faxed or emailed to the inquirer. |
| Form 990, Part VII, Section A Col. D & Col. F | Reportable compensation from the organization (Col. D) and Other compensation from the organization and related organizations (Col. F) reflect salary and total cost of benefits paid to Susan de Cuba between 1/1/17 and 12/31/17 during which she served full-time as President & CEO. Benefits include total of all healthcare-related costs paid by both employee and employer. Salary and benefits are paid by the parent company, Health & Palliative Services of the Treasure Coast, Inc. This information is also disclosed as reportable compensation from related organizations on Part VII, Col. E of Form 990 for our related organizations: Hospice of Martin and St. Lucie, Inc.; Hospice of the Treasure Coast, Inc. and Hospice Foundation of Martin and St. Lucie, Inc. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| TREASURE COAST PALLIATIVE CARE LLC | |||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | 263544680 | PALLIATIVE CARE | FL | $642,469 | $722,857 | HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC |
| TREASURE COAST HOSPICE COUNSELING SERVICES LLC | |||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | 271247438 | END-OF-LIFE CARE AND BEREAVEMENT SERVICES | FL | $532,666 | $490,866 | HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE HOSPICE OF MARTIN AND ST LUCIE INC | ||||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | 592171740 | HOSPICE | FL | 501(c)(3) | 10 | HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC | Yes (true) |
| HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC | ||||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | 650047497 | SUPPORT AFFILIATES | FL | 501(c)(3) | 7 | HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC | Yes (true) |
| HOSPICE OF THE TREASURE COAST INC | ||||||||||
| 1201 SE INDIAN STREET | STUART | FL | 34997 | 592199023 | HOSPICE | FL | 501(c)(3) | 10 | HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC | ||
| K | $384,000 | FMV |
| HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC | ||
| C | $891,198 | FMV |
| HOSPICE OF MARTIN AND ST LUCIE INC | ||
| Q | $10,750,534 | FMV |
| HOSPICE OF THE TREASURE COAST INC | ||
| Q | $509,689 | FMV |