2025-11-12T16:34:05-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 341256377 HOSPICE OF THE WESTERN RESERVE INC HOSP 2163832222 17876 ST CLAIR AVENUE CLEVELAND OH 44110 JEFFREY KOVACS CFO 2163832222 2025-11-11 1 1 DAVID REAPE P00068117 2168311200 2025-11-11 2024 2025-03-06 01:10:19Z WILLIAM E FINN 17876 ST CLAIR AVENUE CLEVELAND OH 44110 112751893 0 X WWW.HOSPICEWR.ORG X 1978 OH WE PROVIDE PALLIATIVE END OF LIFE CARE, CAREGIVER SUPPORT, AND BEREAVEMENT SERVICES THROUGHOUT NORTHERN OHIO. WE STRIVE TO RELIEVE SUFFERING & ENHANCE COMFORT IN END OF LIFE CARE. 22 22 0 1221 0 0 4236346 8990446 80335889 85479189 2364405 4954382 841247 1087195 87777887 100511212 0 0 0 0 45504654 48890004 0 0 1332526 41621516 46673998 87126170 95564002 651717 4947210 117440752 132566991 24709244 32773212 92731508 99793779 X HOSPICE OF THE WESTERN RESERVE PROVIDES PALLIATIVE END-OF-LIFE CARE, CAREGIVER SUPPORT, AND BEREAVEMENT SERVICES THROUGHOUT NORTHERN OHIO. IN CELEBRATION OF THE INDIVIDUAL WORTH OF EACH LIFE, WE STRIVE TO RELIEVE SUFFERING, ENHANCE COMFORT, PROMOTE QUALITY LIFE, FOSTER CHOICE IN END-OF-LIFE CARE AND SUPPORT EFFECTIVE GRIEVING. 0 0 77215952 86566384 HOSPICE CARE SERVICES ARE ABOUT PROVIDING PEOPLE (ADULTS AND CHILDREN) WITH A LIFE-LIMITING ILLNESS, AND THEIR FAMILIES WITH CHOICES AND DIGNITY. CARE IS PROVIDED WHEREVER THE PATIENTS LIVE; IN THEIR HOME, IN A HOSPITAL, ASSISTED LIVING/LONG-TERM CARE FACILITY OR AT TWO HOSPICE HOUSE RESIDENTIAL FACILITIES. IN 2024, HOSPICE OF WESTERN RESERVE PROVIDED 325,815 PATIENT DAYS. CARE IS PROVIDED BY A TEAM OF PAID STAFF AND VOLUNTEERS WHO ARE AVAILABLE 24-HOURS A-DAY, SEVEN DAYS A WEEK. ADDITIONALLY, BEREAVEMENT SERVICES ARE PROVIDED FOR FAMILIES FOR MORE THAN A YEAR FOLLOWING THE LOSS OF A LOVED ONE. 77215952 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 80 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X JEFF KOVACS 2163832222 17876 ST CLAIR CLEVELAND OH 44110 WILLIAM BOWMAN CHAIR 2.00 4.00 X X 0 0 0 MICHAEL SANDRIDGE VICE CHAIR 1.00 2.00 X X 0 0 0 LAURA NAVIN SECRETARY 2.00 3.00 X X 0 0 0 MARK ROSS TREASURER 2.00 2.00 X X 0 0 0 WILLIAM HERZBERGER EX-CHAIR 2.00 3.00 X X 0 0 0 ALFRED CONNORS CHAIR EMERITUS 1.00 3.00 X 0 0 0 RAYMOND CUSHING DIRECTOR 1.00 2.00 X 0 0 0 DAN DEMONICA DIRECTOR 1.00 2.00 X 0 0 0 ELIZABETH DOMHOLDT DIRECTOR 1.00 2.00 X 0 0 0 MICHAEL JACOBSON DIRECTOR 1.00 2.00 X 0 0 0 VIRGINIA MLACK MOONEY DIRECTOR 1.00 2.00 X 0 0 0 FAITH NOBLE DIRECTOR 1.00 2.00 X 0 0 0 K KAY POTETZ DIRECTOR 1.00 2.00 X 0 0 0 MARY OGRINC DIRECTOR 1.00 2.00 X 0 0 0 MARK RIBBINS DIRECTOR 1.00 2.00 X 0 0 0 MARK SCHROEDER DIRECTOR 1.00 2.00 X 0 0 0 WILLIAM SPRINGER DIRECTOR 1.00 2.00 X 0 0 0 WILLIAM STIGELMAN DIRECTOR 1.00 2.00 X 0 0 0 LAMONT MACKLEY DIRECTOR 1.00 1.00 X 0 0 0 DIANA STARKS DIRECTOR 1.00 1.00 X 0 0 0 GARY ISAKOVE DIRECTOR 1.00 1.00 X 0 0 0 KYLE MCKINNEY DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM E FINN PRESIDENT & CEO 3.00 48.00 X 0 596502 36451 JULIA A BARTEL CHIEF CLINICAL OFFICER 40.00 11.00 X 0 259207 30588 JEFFREY KOVACS CHIEF FINANCIAL OFFICER 3.00 48.00 X 0 291213 18550 MARINA LAZBIN ASSISTANT MEDICAL DIRECTOR 40.00 2.00 X 0 317632 32486 ROBERT ANCKER CHIEF MEDICAL DIRECTOR 40.00 7.00 X 0 343082 35461 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 40.00 2.00 X 0 287615 5443 LARRY E ROBINSON HOSPICE MEDICAL DIRECTOR 20.00 22.00 X 0 270815 33330 JEANNETTE SPRENG ASSOCIATE MEDICAL DIRECTOR 40.00 2.00 X 0 248747 32736 0 2614813 225045 0 0 1 0 GREAT LAKES CRUSHING 30831 EUCLID AVE WILLOWICK OH 44092 NEW IPU CONSTRUCTION 1130049 NETRIX LLC 2801 LAKESIDE DR STE 125 BANNOCKBURN IL 60015 IT CONSULTANT 330946 DRUMMOND UNIFORM SERVICE LLC 1718 SIXTH ST SW CANTON OH 44706 IPU LAUNDRY SERVICE 265719 COMMUNITY COUNSELING SERVICE CO LLC 527 MADISON AVENUE NEW YORK NY 10022 FUNDRAISING CAMPAIGN MANAGEMENT FOR NEW 205027 CPI CONSULTING 7680 CHILLICOTHE RD MENTOR OH 44060 CONTRACTED IS SERVICES 166510 10 16796 4960729 4012921 1566723 8990446 HOSPICE CARE SERVICES 623000 85479189 85479189 85479189 2399317 2399317 14795746 12240681 2555065 2555065 2555065 RESALE SHOP 900099 623357 623357 INTERCOMPANY ADJUSTMENT 900099 208972 208972 HQ CAFE SALES 900099 31562 31562 223304 223304 1087195 100511212 86566384 0 4954382 37304719 36583913 152524 568282 921854 904042 3769 14043 7992251 7837824 32677 121750 2671180 2619568 10921 40691 12835524 297810 12291470 246244 101117 2346 96831 1940 3908955 877725 2947765 83465 8614 200 8249 165 1957815 733297 1151014 73504 1289392 1095777 113182 80433 4721 4630 19 72 12328 4913 7198 217 624135 530415 93627 93 1808309 1767490 40819 284621 241882 24984 17755 NURSING FACILITIES 13652354 13652354 0 0 MEDICAL SUPPLIES 5576600 5576600 0 0 PATIENT SERVICES 1520824 1520824 0 0 PATIENT SUPPLIES 1242616 1242616 0 0 1846073 1721726 81294 43053 95564002 77215952 17015524 1332526 10413844 9149425 934345 304158 10315650 16327793 499088 459591 55537373 20050369 32560652 35487004 59140820 67580187 176735 201913 327866 3071752 3056920 117440752 132566991 2975240 3339838 15000 9100 19189250 18528250 2529754 10896024 24709244 32773212 X 88565869 96213346 4165639 3580433 92731508 99793779 117440752 132566991 X 4947210 1322529 792532 X 0 1 X 1 0 X 6287567 3908034 4132626 4236346 8990446 27555019 68543504 72783776 75706553 80335889 85479189 382848911 74831071 76691810 79839179 84572235 94469635 410403930 15750 86108 61435 40000 31000 234293 0 15750 86108 61435 40000 31000 234293 410169637 924383 1001734 1790135 1703588 2399317 7819157 924383 1001734 1790135 1703588 2399317 7819157 93260 31796 76045 201101 649822 936717 902922 765202 1087195 4341858 76405276 78723521 82564032 87117070 97956147 422766046 0.97020 0.97130 0.01850 0.01750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2589713 169686 292607 69429 2982577 2197199 113875 369297 80800 9858 2589713 2934584 98212 -441684 386609 7304 2197199 2558701 125516 294566 37625 6574 2934584 2426114 207119 316407 390939 2558701 0.69440 0.30560 0 0 7669005 7669005 37347622 15385039 21962583 697910 632245 65665 3050418 1892227 1158191 6772418 2140858 4631560 35487004 ANNUITY OBLIGATIONS 84799 DEFERRED COMPENSATION OBLIGATION 201913 INTERCOMPANY PAYABLE 9120486 OPERATING LEASE 1798417 DEFERRED BOND ISSUE COST -309591 10896024 PART V, LINE 4: INTENDED USES OF ENDOWMENT FUNDS DONOR-IMPOSED STIPULATIONS INDICATING THAT THE FUNDS BE MAINTAINED PERMANENTLY BY THE ORGANIZATION AND THAT ALLOW THE INCOME EARNED ON ANY RELATED INVESTMENT TO BE USED FOR GENERAL PURPOSES OR AS DIRECTED BY THE DONOR. 0 1 0 0 0 0 0 0 0 WILLIAM E FINN PRESIDENT & CEO 0 425895 0 170607 0 0 0 12075 0 24376 0 632953 0 0 ROBERT ANCKER CHIEF MEDICAL DIRECTOR 0 312457 0 30625 0 0 0 10211 0 25250 0 378543 0 0 MARINA LAZBIN ASSISTANT MEDICAL DIRECTOR 0 317632 0 0 0 0 0 7236 0 25250 0 350118 0 0 JEFFREY KOVACS CHIEF FINANCIAL OFFICER 0 264451 0 26762 0 0 0 9610 0 8940 0 309763 0 0 LARRY E ROBINSON HOSPICE MEDICAL DIRECTOR 0 270815 0 0 0 0 0 8080 0 25250 0 304145 0 0 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 0 287615 0 0 0 0 0 5443 0 0 0 293058 0 0 JULIA A BARTEL CHIEF CLINICAL OFFICER 0 236109 0 23098 0 0 0 6212 0 24376 0 289795 0 0 JEANNETTE SPRENG ASSOCIATE MEDICAL DIRECTOR 0 248747 0 0 0 0 0 7953 0 24783 0 281483 0 0 PART I, LINE 3 COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE ARE ALL METHODS USED BY THE RELATED ORGANIZATION TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. PART I, LINE 4B WILLIAM FINN PARTICPATED IN A NONQUALIFIED RETIREMENT PLAN WITH NO EMPLOYER CONTRIBUTIONS. A CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY 341029691 2010-12-30 21565000 RETIRE 1999 BONDS AND CONSTRUCT FA 0 0 0 B COUNTY OF MEDINA OHIO 346001851 2016-08-25 5626000 REPAY PREVIOUS LOANS OF HOSPICE OF WESTERN RESERVE 0 0 0 A 7493750 21565000 120302 397023 17480849 3566826 2012 1 0 1 1 B 1419000 5626000 100313 5525687 2012 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 0 1 0 1 1 HUNTINGTON 10.000000000000 0 0 0 0 0 B 0 0 1 0 1 1 HUNTINGTON 20.000000000000 0 0 0 0 0 X 1 1566723 BOOK VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF DONORS. FORM 990, PART VI, SECTION B, LINE 11B FORM 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 12C MONITOR 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 15 PROCESS FOR DETERMINING COMPENSATION PAID BY WESTERN RESERVE CARE SOLUTIONS: 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 PARTICIPATES 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 19 DOCUMENTS AVAILABLE TO PUBLIC HOSPICE OF THE WESTERN RESERVE DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES UPON REQUEST AND INSPECTION AT THE HEADQUARTERS OFFICE. HOSPICE OF THE WESTERN RESERVE DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC AT THIS TIME. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 9,908. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -27,282. ENDOWMENT INVESTMENT LOSS 809,906. WESTERN RESERVE AT HOME SUPPORT LLC 17876 SAINT CLAIR AVE CLEVELAND OH 44110 464329577 ILLNESS MGT OH HOSPICE OF THE WESTERN RESERVE INC HOSPICE OF MEDINA COUNTY 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341363926 HOSPICE OH 501(C)(3) LINE 10 WESTERN RESERVE CARE SOLUTIONS 0 WESTERN RESERVE CARE SOLUTIONS 17876 ST CLAIR AVENUE CLEVELAND OH 44110 832255711 HOLDING CO OH 501(C)(3) LINE 12B, II N/A 0 HOSPICE OF WESTERN RESERVE AT UH LLC 17876 ST CLAIR AVENUE CLEVELAND OH 44110 832806180 HOSPICE OH 501(C)(3) LINE 10 N/A 0 HOSPICE OF THE WESTERN RESERVE FOUNDATION 17876 ST CLAIR AVENUE CLEVELAND OH 44110 863150092 FINL SUPPORT OH 509(A)(3) LINE 12A, I HOSPICE OF THE WESTERN RESERVE INC 1 STEIN HOSPICE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341411008 HOSPICE OH 501(C)(3) LINE 7 WESTERN RESERVE CARE SOLUTIONS 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0