2018-11-09T15:42:29-06:00 2017-12-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2017-01-01 223137812 HOSPICE FOUNDATION OF WNY INC HOSP 7166861900 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 MAUREEN M LEHSTEN CHIEF FINANCIAL OFFICER 7166861900 2018-11-01 1 MARY MADONIA P00405803 7168472651 2018-11-01 104.193.28.34 2018-11-01 14:18:20 ED P 3639CF49961AA7AC4D4A95678DAD84C02FE96FEB BD9DBF3B709D6FCB55C207649C162E0C5C5ABA33 2017 2019-02-21 02:37:17Z CHRISTOPHER KERR MD 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 9209478 0 X WWW.PALLIATIVECARE.ORG/FOUNDATION/ X 1991 NY THE MISSION OF THE HOSPICE FOUNDATION OF WESTERN NEW YORK IS TO SOLICIT, ACCEPT, ADMINISTER AND INVEST CHARITABLE FUNDS ON BEHALF OF THE CENTER FOR HOSPICE & PALLIATIVE CARE, INC. (CHPC) AND ITS AFFILIATES. THESE INCLUDE: HOSPICE BUFFALO, INC., THE PALLIATIVE CARE INSTITUTE, INC., THE MARY & RALPH, C. WILSON, JR. HOSPICE INPATIENT UNIT, THE WILSON SUPPORT CENTER AND ESSENTIAL CARE FOR CHILDREN. CHPC IS A NOT-FOR- PROFIT ORGANIZATION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE SERVICE CODE. HOSPICE BUFFALO IS THE ONLY CERTIFIED HOSPICE PROGRAM IN ERIE COUNTY, NY. 19 18 14 753 0 0 2769273 5997674 0 0 1108138 2204518 582382 618129 4459793 8820321 517644 530894 0 0 1292820 1239963 0 0 923730 492994 499613 2303458 2270470 2156335 6549851 36878870 45187297 102700 107838 36776170 45079459 X THE MISSION OF THE HOSPICE FOUNDATION OF WESTERN NEW YORK IS TO SOLICIT, ACCEPT, ADMINISTER AND INVEST CHARITABLE FUNDS ON BEHALF OF THE CENTER FOR HOSPICE & PALLIATIVE CARE, INC. (CHPC) AND ITS AFFILIATES. THESE INCLUDE: HOSPICE BUFFALO, INC., THE PALLIATIVE CARE INSTITUTE, INC., THE MARY & RALPH, C. WILSON, JR. HOSPICE INPATIENT UNIT, THE WILSON SUPPORT CENTER AND ESSENTIAL CARE FOR CHILDREN. CHPC IS A NOT-FOR- PROFIT ORGANIZATION UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE SERVICE CODE. HOSPICE BUFFALO IS THE ONLY CERTIFIED HOSPICE PROGRAM IN ERIE COUNTY, NY. 0 0 1333897 530894 ACCEPTED, ADMINISTERED AND INVESTED ALL CHARITABLE FUNDS ON BEHALF OF THE CENTER FOR HOSPICE AND PALLIATIVE CARE INC., A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3), SUPPORTED THE WORK OF HOSPICE, AND SOLICITED FUNDING FOR FUTURE NEEDS. 1333897 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 15 0 14 1 0 0 0 0 0 1 1 0 0 0 0 X 19 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X MAUREEN LEHSTEN 7166861900 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 CHRISTOPHER KERR MD CMO/CEO 1.00 36.50 X X 0 411864 37502 EJ BUTLER JR TRUSTEE 1.00 X 0 0 0 PAUL DUGGAN VICE CHAIR 1.00 X X 0 0 0 VALERIE MCCAULEY CHAIR 1.00 X X 0 0 0 W LAWRENCE BUCK TRUSTEE 1.00 X 0 0 0 KEVIN K GLUC ESQ SECRETARY 1.00 X X 0 0 0 VINCE J MANCUSO TRUSTEE 1.00 X 0 0 0 CATHARINE E MCGOVERN TRUSTEE 1.00 X 0 0 0 MARCY J MUNSON TRUSTEE 1.00 X 0 0 0 MARK NOTARIUS TRUSTEE 1.00 X 0 0 0 ROBERT J SCHRECK ESQ TRUSTEE 1.00 X 0 0 0 JOHN A WABICK TRUSTEE 1.00 X 0 0 0 RYAN M ZEBRO TRUSTEE 1.00 X 0 0 0 MARY M WILSON TRUSTEE 1.00 X 0 0 0 KEN HOUSEKNECHT TRUSTEE 1.00 X 0 0 0 JENNIFER DOWDELL TRUSTEE 1.00 X 0 0 0 LINDA MAGGIO TRUSTEE 1.00 X 0 0 0 THOMAS A MURACA TRUSTEE 1.00 X 0 0 0 BRENDAN J RICH ESQ TRUSTEE 1.00 X 0 0 0 MAUREEN M LEHSTEN CHIEF FINANCIAL OFFICER 1.00 36.50 X 0 239707 32957 PATRICK T FLYNN PRESIDENT OF FOUNDATION 29.25 8.25 X 150018 42312 29775 PATRICIA AHERN FORMER CEO 1.00 36.50 X 0 229236 8037 150018 923119 108271 1 1 1 1 0 60350 233100 5704224 67872 5997674 1321408 1321408 883110 0 883110 883110 883110 979383 233100 374177 605206 605206 27903 14980 12923 12923 8820321 0 0 2822647 X 530894 530894 173242 173242 796891 400977 395914 75532 21747 53785 132397 68043 64354 61901 18421 43480 5866 4778 1088 4598 4598 109453 109453 1680 1680 51340 15284 36056 5325 4936 389 12472 3205 9267 6758 6224 534 12309 12309 OTHER DIRECT EXPENSES 109240 53900 55340 ALLOCATED MAIN OFFICE E 71125 71125 PRINTING AND PUBLICATIO 34520 3856 30664 POSTAGE AND SHIPPING 32104 1823 30281 42823 14633 28190 2270470 1333897 12843 923730 4002532 3980480 243427 114604 756060 3672704 2666556 1927064 12028 8633 1900 1900 0 0 20662938 26684980 8535329 8798832 36878870 45187297 60658 74889 42042 32949 102700 107838 X 29606241 37078472 2936290 3767348 4233639 4233639 36776170 45079459 36878870 45187297 6549851 1753438 0 X X 0 1 X 1 0 X 3697196 2824844 4551612 2769273 3778674 17621599 3697196 2824844 4551612 2769273 3778674 17621599 942945 16678654 841036 598893 603789 667595 1321408 4032721 21654320 4586673 0.77020 0.81270 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: CASH CONTRIBUTION DATE: 12/31/13 AMOUNT: 2750000. DESCRIPTION: CASH CONTRIBUTION DATE: 12/31/14 AMOUNT: 1129508. DESCRIPTION: CASH CONTRIBUTION DATE: 12/31/15 AMOUNT: 2000000. DESCRIPTION: CASH CONTRIBUTION DATE: 12/07/17 AMOUNT: 2219000. 19616020 1544483 3474448 100844 24534107 17824147 321683 1575124 104934 19616020 13902358 4226929 -276013 29127 17824147 13099949 71564 802636 71791 13902358 12846942 385420 2039734 -2172147 13099949 0.73840 0.17250 0.08910 0 0 1900 1900 0 0 PUBLICLY TRADED SECURITIES 26684980 F 26684980 DUE FROM RELATED PARTIES - CENTER FOR HOSPICE AND PALLATIVE CARE 8736832 ASSETS HELD FOR SALE 62000 8798832 X 10853463 1753438 389157 2142595 8710868 109453 109453 8820321 2550174 389157 389157 2161017 109453 109453 2270470 PART V, LINE 4: INVESTMENTS FOLLOW THE POLICY OF ACHIEVING GROWTH OF BOTH PRINCIPAL VALUE AND INCOME OVER TIME THAT IS SUFFICIENT TO PRESERVE OR INCREASE THE PURCHASING POWER OF THE ASSETS AGAINST INFLATION. CUMULATIVE EARNINGS HAVE BEEN DESIGNATED BY THE DONOR AND BOARD OF DIRECTORS TO BE USED PRIMARILY FOR SUPPLEMENTING THE COST OF CARE FOR THOSE MEMBERS OF THE COMMUNITY IN FINANCIAL NEED, STAFF ENRICHMENT, MEDICAL SERVICES, EDUCATION AND RESEARCH. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ENTITY THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, NO PROVISION FOR FEDERAL TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. US GAAP PROVIDES GUIDANCE ON THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT FOR INCOME TAX POSITION THAT THE ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION TAKES MANY TAX POSITIONS RELATIVE TO TAX LAWS, INCLUDING THOSE TAKEN IN DETERMINING WHETHER TAX IS DUE, A REFUND IS OWED, A TAX RETURN NEEDS TO BE FILED, OR THE CHARACTERIZATION OF INCOME AS TAXABLE (FOR EXAMPLE, UNRELATED BUSINESS INCOME) OR NONTAXABLE. THE ORGANIZATION HAS NOT RECORDED ANY LIABILITIES RELATING TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE 374,177. GAMING EXPENSES NETTED AGAINST REVENUE 14,980. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST REVENUE 374,177. GAMING EXPENSES NETTED AGAINST REVENUE 14,980. MEMORIAL WALK 296906 12600 284306 14798 610 3980 33767 BOUQUET SALE 406605 10000 396605 1533 2327 139076 4 508972 210500 298472 178086 1212483 233100 979383 16331 2937 3980 350929 374177 605206 27903 14980 1 1.00000 27903 14980 14980 12923 NY 0 NOT REQUIRED BY NEW YORK STATE LAW IF NET GAMING GENERATES LESS THAN $30,000 OF NET PROCEEDS. 0 0 0 1.00000 MAUREEN LEHSTEN 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 0 0 1 THE CENTER FOR HOSPICE & PALLIATIVE CARE 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 223141532 501(C)(3) 284851 PROGRAM EXPENSES PALLIATIVE CARE INSTITUTE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 161593163 501(C)(3) 96216 PROGRAM EXPENSES HOSPICE BUFFALO INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 510202066 501(C)(3) 149827 PROGRAM EXPENSES 3 PART I, LINE 2: GRANTS ARE ONLY MADE TO RELATED ORGANIZATIONS WHO SHARE THE SAME CEO AND CFO, AND ARE SUBJECT TO BOARD APPROVAL. X X X 1 0 0 0 0 0 0 0 0 CHRISTOPHER KERR MD CMO/CEO 0 403501 0 0 0 8363 0 26492 0 11010 0 449366 0 0 MAUREEN M LEHSTEN CHIEF FINANCIAL OFFICER 0 229918 0 5000 0 4789 0 20727 0 12230 0 272664 0 0 PATRICK T FLYNN PRESIDENT OF FOUNDATION 142675 40241 3900 1100 3443 971 13730 3873 9494 2678 173242 48863 0 0 PATRICIA AHERN FORMER CEO 0 75365 0 0 0 153871 0 6542 0 1495 0 237273 0 0 PART I, LINE 4A PATRICIA AHERN (FORMER PRESIDENT/CEO) - $153,658 SEVERANCE PAY. FORM 990, PART VII, SECTION A, LINE 5 REPORTABLE COMPENSATION FROM UNRELATED ORGANIZATION INCLUDED IN BASE COMPENSATION: MAUREEN LEHSTEN (CHIEF FINANCIAL OFFICER) - $51,806 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC. CHRISTOPHER KERR (CHIEF MEDICAL OFFICER/CHIEF EXECUTIVE OFFICER) - $35,949 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC. PATRICK FLYNN (PRESIDENT OF HOSPICE FOUNDATION) - $17,768 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC. X 12 67872 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 THE CENTER FOR HOSPICE AND PALLIATIVE CARE, INC. IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE CORPORATE MEMBER ELECTS THE BOARD OF TRUSTEES OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE COMPLETED FORM IS PRESENTED TO THE AUDIT COMMITTEE AND BOARD OF DIRECTORS AND, AFTER A REVIEW HAS TAKEN PLACE, SUCH IS RECOMMENDED FOR SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A COMPREHENSIVE CORPORATE COMPLIANCE PLAN AND SET OF POLICIES. THE BOARD AND ALL EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL INSERVICE REGARDING CORPORATE COMPLIANCE. THE INSERVICE SPECIFICALLY REVIEWS THE POLICIES REGARDING CONFLICTS OF INTEREST, HOW TO DETERMINE IF A CONFLICT OF INTEREST HAS OCCURRED AND ALL INSTANCES IN WHICH COMPLIANCE VIOLATIONS CAN BE REPORTED WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS, COMPENSATION COMMITTEE AND CEO HAVE THE RESPONSIBILITY AND OVERSIGHT OF ALL ELEMENTS OF EXECUTIVE COMPENSATION. AN ANNUAL REVIEW AND APPROVAL IS COMPLETED BY THE COMMITTEE. IN THE REVIEW PROCESS ANNUAL COMPENSATION AND KEY GOALS ARE REVIEWED. THE COMMITTEE ALSO COMPARES COMPENSATION OF KEY EMPLOYEES TO SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 18 AVAILABILITY OF THE ORGANIZATIONS IRS FORM 990 IS DISCLOSED ON THE WEBSITE AND REQUESTS ARE RECEIVED VIA THE WEBSITE, PHONE OR MAIL. THE ORGANIZATION'S IRS FORM 990 IS ALSO AVAILABLE ON THE WEBSITE, GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AVAILABILITY IS DISCLOSED ON THE WEBSITE AND REQUESTS ARE RECEIVED VIA THE WEBSITE PHONE OR MAIL. FORM 990, PART IX, LINE 24E BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 24,697. TOTAL EXPENSES 24,697. EQUIPMENT AND RENTAL MAINTENANCE: PROGRAM SERVICE EXPENSES 6,384. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,384. SUPPLIES: PROGRAM SERVICE EXPENSES 3,413. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,530. TOTAL EXPENSES 5,943. TELEPHONE: PROGRAM SERVICE EXPENSES 4,836. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 963. TOTAL EXPENSES 5,799. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR TO THE PROCESS THAT THE ORGANIZATION HAS IN PLACE FOR THE OVERSIGHT OF THE AUDIT OR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PALLIATIVE CARE INSTITUTE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 161593163 INTERCONNECT COMMUNITY AND UNIVERSITY EFFORTS ACROSS DISCIPLINES NY 501(C)(3) LINE 10 CENTER FOR HOSPICE AND PALLIATIVE CARE INC 0 HOSPICE BUFFALO INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 510202066 PROVIDE EMOTINAL, SPIRITUAL, SOCIAL AND MEDICAL CARE TO PATIENTS NY 501(C)(3) LINE 10 CENTER FOR HOSPICE AND PALLIATIVE CARE INC 0 KRESGE RESIDENCE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 161467560 PROVIDE SKILLED NURSING SERVICES NY 501(C)(3) LINE 10 CENTER FOR HOSPICE AND PALLIATIVE CARE INC 0 LIFE TRANSITIONS CENTER INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 222203585 HELP PEOPLE COPE WITH DEATH REALTED ISSUES NY 501(C)(3) LINE 10 CENTER FOR HOSPICE AND PALLIATIVE CARE INC 0 SAUNDERS PROPERTIES INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 205359753 HOLD PROPERTIES FOR ITS PARENT COMPANY NY 501(C)(2) LINE 10 CENTER FOR HOSPICE AND PALLIATIVE CARE INC 0 THE CENTER FOR HOSPICE AND PALLIATIVE CARE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 223141532 PROVIDE SERVICES THAT ENHANCE COMFORT AND QUALITY OF LIFE FOR PATIENTS NY 501(C)(3) LINE 10 CENTER FOR HOSPICE AND PALLIATIVE CARE INC 0 GILDA'S CLUB INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 161575630 PROVIDE A MEETING PLACE FOR PEOPLE WITH CANCER AND THEIR FAMILIES NY 501(C)(3) LINE 10 CENTER FOR HOSPICE AND PALLIATIVE CARE INC 0 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0