STRATEGY STUDIO / PUBLIC DATA EXPLORER

HOSPICE OF THE WESTERN RESERVE FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HOSPICE OF THE WESTERN RESERVE FOUNDATION (EIN 86-3150092)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202503179349304555
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-11-13T10:56:46-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN872525370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line128601 CHAGRIN BLVD SUITE 210AddressLine1Txt
CityWOODMERECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN863150092EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOSPICE OF THE WESTERN RESERVEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHOSPBusinessNameControlTxt
Phone8778295500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117876 ST CLAIR AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY KOVACSPersonNm
Person TitleCFOPersonTitleTxt
Phone8778295500PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID REAPEPreparerPersonNm
PTINP00068117PTIN
Phone2168311200PhoneNum
Preparation2025-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM E FINNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line117876 ST CLAIR AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44110ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,742,378GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2021FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION HAS BEEN FORMED TO HELP ENSURE THE FINANCIAL SUSTAINABILITY OF HOSPICE OF THE WESTERN RESERVE, INC. (HWR) TO BENEFIT HWR AND ITS MISSION.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,842,057PYContributionsGrantsAmt
CY Contributions Grants$15,552,352CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$768CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$111,142CYOtherRevenueAmt
PY Total Revenue$8,842,057PYTotalRevenueAmt
CY Total Revenue$15,664,262CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,960,729CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$502,542CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,258,051CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$960,841CYOtherExpensesAmt
PY Total Expenses$0PYTotalExpensesAmt
CY Total Expenses$6,424,112CYTotalExpensesAmt
PY Revenues Less Expenses$8,842,057PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,240,150CYRevenuesLessExpensesAmt
Total Assets BOY$8,870,390TotalAssetsBOYAmt
Total Assets EOY$18,627,718TotalAssetsEOYAmt
Total Liabilities BOY$28,333TotalLiabilitiesBOYAmt
Total Liabilities EOY$545,511TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,842,057NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,082,207NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE FOUNDATION HAS BEEN FORMED BY HOSPICE OF THE WESTERN RESERVE (HWR) FOR THE PURPOSES OF CONTINUING THE PHILANTHROPIC AND FUNDRAISING ACTIVITIES THAT HAVE TRADITIONALLY BEEN UNDERTAKEN BY HWR. AS A SUPPORTING ORGANIZATION OF HWR, THE FOUNDATION HAS BEEN FORMED FOR THE PURPOSES OF HELPING TO ENSURE THE FINANCIAL SUSTAINABILITY OF HWR THROUGH AMBASSADORSHIP, ADVOCACY, FUNDRAISING, AND TO ESTABLISH AN ENDOWMENT FOR THE BENEFIT OF HWR AND ITS MISSION. THIS WILL ALLOW HWR TO FOCUS ON PROVIDING HOSPICE CARE TO ITS PATIENTS, WHILE THE FOUNDATION WILL FOCUS ON FUNDRAISING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,960,729ExpenseAmt
Grant$4,960,729GrantAmt
DescTHE FOUNDATION HAS BEEN FORMED FOR THE PURPOSES OF TAKING THE LEAD IN FUNDRAISING FOR HWR. IN THIS RESPECT, THE FOUNDATION WILL ASSUME MANY OF THE FUNDRAISING ACTIVITIES CURRENTLY ENGAGED IN BY HWR. THESE ACTIVITIES INCLUDE, WITHOUT LIMITATION: SOLICITING DONATIONS, ENGAGING IN PLANNED GIVING, SOLICITING GOVERNMENT, CHARITIES, AND FOUNDATIONS FOR GRANTS, SOLICITING INSTITUTIONAL SUPPORT FROM BUSINESSES, SPONSORING CHARITY DRIVES, GALAS, DINNERS, DONOR EVENTS, CHARITY AUCTIONS, AND OUTINGS, INCLUDING HWR'S ANNUAL FUNDRAISER, GENERATING MAILINGS, SOCIAL MEDIA AND TELEPHONE OUTREACH.Desc
Total Program Service Expenses$4,960,729TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFF KOVACSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2163832222PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117876 ST CLAIR AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441102602ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WILLIAM E FINN
DIRECTOR1.0050.00Yes (X)Yes (X)$0$596,502$36,451
JEFFREY KOVACS
DIRECTOR & TREASURER1.0050.00Yes (X)Yes (X)$0$291,213$18,550
LAURA RAYBURN
PRESIDENT OF HWR FOUNDATIO40.00Yes (X)Yes (X)$0$213,159$28,740
WILLIAM BOWMAN
CHAIR1.005.00Yes (X)Yes (X)$0$0$0
AL CONNORS
DIRECTOR & SECRETARY1.003.00Yes (X)Yes (X)$0$0$0
KATHY JADALLAH
DIRECTOR1.00Yes (X)$0$0$0
PEGGI MIZEN
DIRECTOR1.00Yes (X)$0$0$0
JOE KOVALCHECK
DIRECTOR1.00Yes (X)$0$0$0
MARY FOTI
DIRECTOR1.00Yes (X)$0$0$0
CHRISTOPHER WAITE
DIRECTOR1.00Yes (X)$0$0$0
CINDY AMES HUFFMAN
DIRECTOR1.00Yes (X)$0$0$0
KATIE DAVIS HOOSENALLY
DIRECTOR1.00Yes (X)$0$0$0
GWEN RIFICI
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,100,874TotReportableCompRltdOrgAmt
Total Other Compensation$83,741TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY COUNSELING SERVICE CO LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1527 MADISON AVENUE 5TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
ServicesFUNDRAISING CAMPAIGN MANAGEMENT FOR NEWServicesDesc
Compensation$326,945CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Federated Campaigns$53,505FederatedCampaignsAmt
Fundraising$235,943FundraisingAmt
All Other Contributions$15,262,904AllOtherContributionsAmt
Noncash Contributions$618,273NoncashContributionsAmt
Total Contributions$15,552,352TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$768TotalRevenueColumnAmt
Exclusion$768ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$189,258FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$235,943ContriRptFundraisingEventAmt
Fundraising Direct Expenses$78,116FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$111,142TotalRevenueColumnAmt
Exclusion$111,142ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,664,262TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$111,910ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,960,729TotalAmt
Program Services$4,960,729ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$470,900TotalAmt
Fundraising$470,900FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,117TotalAmt
Fundraising$2,117FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$29,525TotalAmt
Fundraising$29,525FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$205,332TotalAmt
Management And General$205,332ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$696,907TotalAmt
Fundraising$696,907FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$50,035TotalAmt
Fundraising$50,035FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,207TotalAmt
Fundraising$3,207FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,038TotalAmt
Fundraising$5,038FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$322TotalAmt
Fundraising$322FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,424,112TotalAmt
Program Services$4,960,729ProgramServicesAmt
Management And General$205,332ManagementAndGeneralAmt
Fundraising$1,258,051FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$553,779BOYAmt
EOY$4,531,139EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,759,965BOYAmt
EOY$8,951,690EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,556,646BOYAmt
EOY$5,144,889EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,870,390BOYAmt
EOY$18,627,718EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$33,821EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,333BOYAmt
EOY$511,690EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,333BOYAmt
EOY$545,511EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,678,318BOYAmt
EOY$2,647,515EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,163,739BOYAmt
EOY$15,434,692EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,842,057BOYAmt
EOY$18,082,207EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,870,390BOYAmt
EOY$18,627,718EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$9,240,150ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HOSPICE OF THE WESTERN RESERVE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN341256377EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$4,960,729SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$4,960,729SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescINTERCOMPANY LIABILITYDesc
Amt$511,690Amt
FieldValueIRS element (for citing)
Total Liability$511,690TotalLiabilityAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1WALK TO REMEMBEREvent1Nm
Gross Receipts Event1$380,362GrossReceiptsEvent1Amt
Charitable Contri Event1$235,093CharitableContriEvent1Amt
Gross Revenue Event1$145,269GrossRevenueEvent1Amt
Non Cash Prizes Event1$5,769NonCashPrizesEvent1Amt
Rent Facility Costs Event1$22,112RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,703FoodAndBeverageEvent1Amt
Entertainment Event1$8,930EntertainmentEvent1Amt
Other Direct Expenses Event1$8,882OtherDirectExpensesEvent1Amt
Event2HARVEST JAMBOREEEvent2Nm
Gross Receipts Event2$44,839GrossReceiptsEvent2Amt
Charitable Contri Event2$850CharitableContriEvent2Amt
Gross Revenue Event2$43,989GrossRevenueEvent2Amt
Rent Facility Costs Event2$5,500RentFacilityCostsEvent2Amt
Food And Beverage Event2$4,440FoodAndBeverageEvent2Amt
Entertainment Event2$7,795EntertainmentEvent2Amt
Other Direct Expenses Event2$11,985OtherDirectExpensesEvent2Amt
Gross Receipts Total$425,201GrossReceiptsTotalAmt
Charitable Contributions Tot$235,943CharitableContributionsTotAmt
Gross Revenue Total Events$189,258GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$5,769NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$27,612RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$7,143FoodAndBeverageTotalEventsAmt
Entertainment Total Events$16,725EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$20,867OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$78,116DirectExpenseSummaryEventsAmt
Net Income Summary$111,142NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOSPICE OF THE WESTERN RESERVEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line117876 ST CLAIR AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44110ZIPCd
FieldValueIRS element (for citing)
Recipient EIN863150092RecipientEIN
IRC Section501(C)3IRCSectionDesc
Cash Grant$4,960,729CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedBOOKValuationMethodUsedDesc
Purpose Of GrantPROGRAM ASSISTANCEPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
WILLIAM E FINN
DIRECTOR$0$425,895$0$170,607$0$0$0$12,075$0$24,376$0$632,953$0$0
JEFFREY KOVACS
DIRECTOR & TREASURER$0$264,451$0$26,762$0$0$0$9,610$0$8,940$0$309,763$0$0
LAURA RAYBURN
PRESIDENT OF HWR FOUNDATIO$0$189,594$0$23,565$0$0$0$4,364$0$24,376$0$241,899$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationPARTICIPATE IN, RECEIVE PAYMENT FROM, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. WILLIAM FINN PARTICIPATES IN A NONQUALIFIED RETIREMENT PLAN WITH NO EMPLOYER CONTRIBUTIONS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$618,273NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK QUOTEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 REVIEW PROCESS INITIALLY THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM WHO THEN SENDS IT TO MANAGEMENT FOR THEIR REVIEW AND APPROVAL. MANAGEMENT THEN FORWARDS THE FORM 990 TO THE FINANCE COMMITTEE OF THE BOARD FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FINALIZED. THEN, IT IS MADE AVAILABLE TO THE FULL BOARD FOR THEIR REVIEW, PRIOR TO FILING THE FORM WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CMONITOR AND ENFORCE CONFLICT OF INTEREST POLICY ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO SUBMIT A DISCLOSURE STATEMENT AT THE BEGINNING OF EMPLOYMENT AND ANNUALLY THEREAFTER. IF A MATTER ARISES WHICH A BOARD MEMBER OR EMPLOYEE HAS A CONFLICT OF INTEREST, IT SHALL BE PROMPTLY DISCLOSED TO THE BOARD OR CHIEF EXECUTIVE OFFICER AS APPROPRIATE. STAFF MAY INITIATE DISCLOSURE THROUGH THEIR SUPERVISOR. HOWEVER, THE BOARD MEMBER OR EMPLOYEE SHALL NOT PARTICIPATE IN THE DISCUSSION OR VOTE TO DETERMINE WHETHER A CONFLICT EXISTS UNLESS REQUESTED TO DO SO.
FORM 990, PART VI, SECTION B, LINE 15APROCESS FOR DETERMINING COMPENSATION THE COMPENSATION OF THE CEO IS BASED ON LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. WITH THE HELP OF THE HUMAN RESOURCES TEAM, THE ORGANIZATION ARTICIPATES IN ANNUAL AND SPECIAL COMPENSATION SURVEYS AND THE RESULTING DATA IS SHARED WITH THE BOARD OF DIRECTORS. COMPENSATION INFORMATION IS ALSO OBTAINED FROM FORM 990'S FROM OTHER COMPARABLE NOT-FOR-PROFIT HOSPICES. IN ADDITION, EACH BOARD DIRECTOR IS ASKED TO RESPOND TO A QUESTIONNAIRE EVALUATING THE CEO'S PERFORMANCE COMPARED TO GOALS ESTABLISHED DURING THE PREVIOUS YEAR'S EVALUATION. THE RESULTS OF THE QUESTIONNAIRES ARE TABULATED AND SHARED WITH THE BOARD'S EXECUTIVE COMMITTEE. BASED ON THE THE LABOR MARKET DATA AND ANNUAL PERFORMANCE EVALUATION PROCESS, THE EXECUTIVE COMMITTEE THEN ESTABLISHES THE CEO'S COMPENSATION LEVEL AS WELL AS ANY PERFORMANCE BONUS THAT MAY BE PROVIDED. FOR OTHER KEY OFFICERS, THE PROCESS IS SIMILAR TO THE PROCESS NOTED ABOVE. THE ORGANIZATION OBTAINS LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. THE ORGANIZATION PARTICIPATES IN ROUTINE SPECIAL COMPENSATION SURVEYS AND THE RESULTING DATA IS SHARED WITH THE CEO. IN ADDITION, THE INTERNAL ALIGNMENT OF OUR POSITIONS IS PERIODICALLY REVIEWED. RATES OF PAY ARE REVIEWED AND ESTABLISHED FOR INTERNAL POSITIONS BASED ON EQUITABLE RELATIONSHIPS AND THE DIFFICULTY AND RESPONSIBILITY OF WORK PERFORMED. RECOMMENDATIONS FOR REQUISITE CHANGES ARE DISCUSSED WITH THE CEO. THE OFFICER'S PERFORMANCE IS REVIEWED ON AN ANNUAL BASIS BY THE CEO. BASED ON THE INDIVIDUAL'S ANNUAL PERFORMANCE AND GOALS ACHIEVED, AND THE INTERNAL AND EXTERNAL DATA, THE CEO WILL ESTABLISH THE COMPENSATION LEVEL FOR HIS OFFICERS. THIS PROCESS HELPS US MAINTAIN THE ORGANIZATION'S INTERNAL ALIGNMENT AND EXTERNAL COMPETITIVENESS. THE ABOVE PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AVAILABLE TO PUBLIC THE HOSPICE OF THE WESTERN RESERVE FOUNDATION DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES UPON REQUEST AND INSPECTION AT THE HEADQUARTERS OFFICE. THE HOSPICE OF THE WESTERN RESERVE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC AT THIS TIME.
FORM 990, PART IX, LINE 11GOTHER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 696,907. TOTAL EXPENSES 696,907.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
HOSPICE OF THE WESTERN RESERVE INC
17876 ST CLAIR AVENUECLEVELANDOH44110341256377HOSPICEOH501(C)(3)LINE 10WRCS0
HOSPICE OF MEDINA COUNTY
17876 ST CLAIR AVENUECLEVELANDOH44110341363926HOSPICEOH501(C)(3)LINE 10WRCS0
WESTERN RESERVE CARE SOLUTIONS
17876 ST CLAIR AVENUECLEVELANDOH44110832255711HOLDING COOH501(C)(3)LINE 12B, II0N/A
HOSPICE OF WESTERN RESERVE AT UH LLC
17876 ST CLAIR AVENUECLEVELANDOH44110832806180HOSPICEOH501(C)(3)LINE 100N/A
STEIN HOSPICE
17876 ST CLAIR AVENUECLEVELANDOH44110341411008HOSPICEOH501(C)(3)LINE 7WRCS0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd