2019-02-27T22:00:12-06:00 2018-09-30 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2017-10-01 201683870 Health and Palliative Services of the Treasure Coast Inc HEAL 7724034500 1201 SE Indian Street Stuart FL 34997 DEBORAH DAILEY CEO 2019-02-27 true Nicole Bencik P00756195 3128997000 2017 2019-02-21 02:37:17Z Treasure Health DEBORAH DAILEY 1201 SE Indian Street Stuart FL 34997 15576621 false X https://treasurehealth.org/ X 2004 FL 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. 14 14 473 38 0 0 1158600 891198 15749306 14599305 2197 1227 105173 84891 17015276 15576621 0 0 13291748 12917318 0 0 3683264 3253099 16975012 16170417 40264 -593796 2384497 6206462 1871479 6287240 513018 -80778 X 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) false false 9167292 14388850 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. 1047843 295346 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. 699499 0 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. 0 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. 10914634 true true false true false false false false false true false false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false true true true true false false true 42 0 true 473 true false false false false false false true false false false X 14 14 false false false false false false false true true false false true true true true true true false false false FL X Carl Martello 7724034500 1201 SE Indian Street Stuart FL 34997 Scott Alan Roads Chairman 2.0 3.0 X X 0 0 0 William Frederick Moore VICE CHAIR 2.0 2.0 X X 0 0 0 Gloretta Hankins Hall Secretary 1.0 2.0 X X 0 0 0 Richard James Boyle Treasurer 2.0 5.0 X X 0 0 0 Roger Wayne Dunshee Board Member 1.0 2.0 X 0 0 0 Stephanie Flicker Board Member 1.0 2.0 X 0 0 0 Bradley Ross Gould Board Member 1.0 2.0 X 0 0 0 Jimmie Anne Haisley Board Member 1.0 2.0 X 0 0 0 Scott Harris Hoffman Board Member 1.0 2.0 X 0 0 0 Stephen Maxwell Levine MD Board Member 1.0 2.0 X 0 0 0 Richard Leigh Lynch Board Member 1.0 5.0 X 0 0 0 Mark Palazzo Part Year Board Member 1.0 2.0 X 0 0 0 Karlette Jan Peck Board Member 1.0 2.0 X 0 0 0 Fernando Petry Board Member 1.0 2.0 X 0 0 0 Dennis Puskaric Part Year Board Member 1.0 2.0 X 0 0 0 Jay Hal Roberts Jr Board Member 1.0 2.0 X 0 0 0 Susan De Cuba MBA Part Year President & CEO 20.0 30.0 X 360687 0 46224 DEBORAH DAILEY MBA PRESIDENT & CEO - BEGINNING MAY 2018 20.0 30.0 X 0 0 0 Robert Dunwoody CPA Part-Year CFO 20.0 30.0 X 22280 0 5203 Leigh L Bergstrom RN Part Year Corporate Secretary & VP of Compliance and Quality 10.0 40.0 X 122165 0 16768 Gerald Turgeon DO VP of Medical Services 10.0 45.0 X 254478 0 31292 Roxanne Riley RN Part Year VP of Operations 10.0 40.0 X 174814 0 17315 Kenneth Murray Fournie Med CFRE FAHP Vice President of Philanthropy 10.0 40.0 X 171422 0 28304 Robert Anderson DO Physician 5.0 45.0 X 235081 0 27566 Bernice Burkarth MD Sr. Director of Palliative Services 50.0 0 X 269341 0 39817 Anson Buttles MD Physician 5.0 45.0 X 164422 0 4904 John Crouch DO Physician 5.0 45.0 X 234705 0 7503 Carl Martello BA CONTROLLER 20.0 30.0 X 132371 0 15671 Carol Jean Ruggles MBA Former CFO 0.0 0.0 X 139883 0 23018 2281647 0 263585 14 true true false HOLLAND & KNIGHT LLP PO BOX 864084 ORLANDO FL 32886 LEGAL 164688 CHRISTOPHER C COPELAND TRUST 824 W INDIANTOWN ROAD SUITE 101 JUPITER FL 33458 LEGAL 145000 LISA MARIA TARTAGLIA 377 NW 6TH AVENUE BOCA RATON FL 33432 MEDICAL SERVICES 132430 3 891198 891198 HOSPICE AGENCY SUPPORT 900099 11260223 11260223 CRISIS CARE 900099 1684525 1684525 SUPPORT SERVICES 900099 1359211 1359211 NET PATIENT SERVICE REVENUE 632000 295346 295346 0 0 0 0 14599305 1227 1227 0 0 0 0 Other Income 900099 84891 84891 0 0 0 0 84891 15576621 14684196 0 1227 1486455 1040519 445936 9239823 6467876 2771947 203897 142728 61169 1233545 863482 370063 753598 527519 226079 73293 73293 163540 163540 313124 0 313124 0 71430 50001 21429 505473 353831 151642 11381 7967 3414 1513140 1059198 453942 205562 143893 61669 82818 57973 24845 4735 4735 Patient Care 40337 40337 Dues, Subscriptions, Licenses 227585 159310 68275 Miscellaneous 40681 40681 0 0 0 0 16170417 10914634 5255783 0 82415 51953 141583 152755 191004 188254 24850 0 0 0 10554 4054 1580 1720 335965 305235 0 0 0 0 0 0 1596546 5502491 2384497 6206462 1837265 1616320 34214 16908 0 0 0 4654012 1871479 6287240 X 513018 -80778 513018 -80778 2384497 6206462 -593796 0 X false true X true false X X 3 HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC 650047497 7 true 0 0 THE HOSPICE OF MARTIN AND ST LUCIE INC 592171740 9 true 0 10750534 HOSPICE OF THE TREASURE COAST INC 592199023 9 true 0 509689 3 0 11260223 true false false false false false false false false false false false false false false false 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. false false false false false false false false true 1746 1746 false 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. 7050581 4132928 482117 17999 11647627 6265905 131659 677427 24410 7050581 5498518 271567 513905 18085 6265905 4645147 1048935 -166202 29362 5498518 4229337 162052 291610 37852 4645147 0.9668 0.0202 0.013 false true true Deposits 133902 Other Assets 6300 Due from affiliates 5362289 5502491 DUE TO AFFILIATES 4654012 4654012 X 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. X X X X true false false false false false false true false Carol Jean Ruggles MBA Former CFO 100493 0 0 0 39390 0 3352 0 19666 0 162901 0 0 0 Susan De Cuba MBA Part Year President & CEO 340429 0 20000 0 258 0 11444 0 34780 0 406911 0 0 0 Gerald Turgeon DO VP of Medical Services 253716 0 0 0 762 0 7780 0 23512 0 285770 0 0 0 Roxanne Riley RN Part Year VP of Operations 144788 0 0 0 30026 0 4520 0 12795 0 192129 0 0 0 Kenneth Murray Fournie Med CFRE FAHP Vice President of Philanthropy 171284 0 0 0 138 0 5226 0 23078 0 199726 0 0 0 Robert Anderson DO Physician 234685 0 0 0 396 0 7321 0 20245 0 262647 0 0 0 Bernice Burkarth MD Sr. Director of Palliative Services 269203 0 0 0 138 0 8601 0 31216 0 309158 0 0 0 Anson Buttles MD Physician 163471 0 0 0 951 0 4904 0 0 0 169326 0 0 0 John Crouch DO Physician 233469 0 0 0 1236 0 5893 0 1610 0 242208 0 0 0 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. 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. TREASURE COAST PALLIATIVE CARE LLC 1201 SE INDIAN STREET STUART FL 34997 263544680 PALLIATIVE CARE FL 642469 722857 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 532666 490866 HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC 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 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 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 true false false true false false false false false false false true false false true true false true false false HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC K 384000 FMV HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC C 891198 FMV HOSPICE OF MARTIN AND ST LUCIE INC Q 10750534 FMV HOSPICE OF THE TREASURE COAST INC Q 509689 FMV