2018-01-31T18:00:32-06:00 2017-09-30 350921680 CROWE HORWATH LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2016-10-01 201683870 Health and Palliative Services of the Treasure Coast Inc HEAL 7724034500 1201 SE Indian Street Stuart FL 34997 Susan de Cuba CEO 2018-01-20 true BRITTNEY KOCAJ P01320603 9542028600 2016 2021-01-29 14:40:06Z Treasure Health Susan de Cuba 1201 SE Indian Street Stuart FL 34997 17015276 false X https://treasurehealth.org/ X 2004 FL To provide administrative support of its subsidiary agencies whose mission is to partner with patients, families and the community to enable well-being through extraordinary care, specialized services and life-enhancing education. 15 15 496 197 0 0 906163 1158600 16053473 15749306 3819 2197 100905 105173 17064360 17015276 0 0 0 13682900 13291748 0 0 3544582 3683264 17227482 16975012 -163122 40264 2338952 2384497 1873809 1871479 465143 513018 To provide administrative support of its wholly owned subsidiary agencies whose mission is to enable well-being through patient and family driven care, professional support services and life-enhancing education. (continued in schedule O) false false 10504540 15532568 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. 715179 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 BREAK DOWN OUR SERVICES TO: 1) BEREAVED INDIVIDUALS/FAMILIES OF PATIENTS THAT HAVE RECEIVED HOSPICE CARE; 2896 INDIVIDUALS RECEIVED STANDARD BEREAVEMENT SERVICES (NEWSLETTERS, PHONE CALLS). WE PROVIDED SUPPORT TO 504 ADULTS AND CHILDREN WHOSE LOVED ONE DIED ON HOSPICE CARE THROUGH INDIVIDUAL, GROUP, OR FAMILY COUNSELING. 2) A COMMUNITY INDIVIDUAL WHOSE LOVED ONE DID NOT DIE UNDER HOSPICE CARE; WE PROVIDED COUNSELING TO 539 ADULTS AND CHILDREN. 3) CRISIS RESPONSE AND EDUCATION IS PROVIDED THROUGHOUT OUR SERVICE AREA. WE PROVIDE SERVICES WHEN THERE HAS BEEN A TRAGEDY OR A CRISIS IN OUR COMMUNITY. THERE WERE 2026 INDIVIDUALS (ADULTS AND CHILDREN) THAT RECEIVED CRISIS COUNSELING. 699326 321911 TREASURE COAST PALLIATIVE CARE (TCPC) IS A PROGRAM WHICH PROVIDES 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 ARE CURRENTLY AVAILABLE AT TWELVE LOCAL SKILLED NURSING FACILITIES, SEVEN LOCAL ASSISTED LIVING FACILITIES AND FOUR AREA HOSPITALS WITH FOLLOW UP VISITS ALSO PROVIDED IN THE HOME . THE PALLIATIVE CARE TEAM PROVIDED 4,247 PALLIATIVE CARE VISITS TO 1,332 UNIQUE PATIENTS IN MARTIN AND ST. LUCIE COUNTIES. 11919045 true true false true false false false false false true false false false true false true false true false false false false false false false false false false false true false false false true false false false false false false false false true true true true false false true 38 0 true 496 true false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false FL X Carl Martello 7724034500 1201 SE Indian Street Stuart FL 34997 Richard Leigh Lynch Chairman 3.0 3.0 X X 0 0 0 Scott Alan Roads 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 Jordan Ira Fields Board Member 1.0 5.0 X 0 0 0 Stephanie Flicker Board Member 1.0 2.0 X 0 0 0 Bradley Ross Gould Part-Year Board Member 1.0 2.0 X 0 0 0 Richard Frank Haisley Board Member 1.0 2.0 X 0 0 0 Stephen Maxwell Levine MD Board Member 1.0 2.0 X 0 0 0 William Frederick Moore Board Member 1.0 2.0 X 0 0 0 Mark Palazzo 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 Jay Hal Roberts Jr Board Member 1.0 2.0 X 0 0 0 GREGORY DALLAS LOWE PART-YEAR BOARD MEMBER 1.0 2.0 X 0 0 0 Leigh L Bergstrom Corporate Secretary & VP of Compliance and Quality 10.0 40.0 X 131056 0 13445 Susan De Cuba President & CEO 20.0 30.0 X 379754 0 40310 Robert Dunwoody Part-Year CFO 20.0 30.0 X 0 0 0 Carol Jean Ruggles Part-Year CFO 20.0 30.0 X 176521 0 34666 Roxanne Riley VP of Operations 10.0 40.0 X 163386 0 14470 Gerald Turgeon VP of Medical Services 10.0 40.0 X 261152 0 26521 Robert Anderson Physician 5.0 45.0 X 238482 0 26257 Pamela Burchell Part-Year VP of Education and Culture 50.0 0 X 162490 0 24099 Bernice Burkarth Sr. Director of Palliative Services 50.0 0 X 272793 0 37752 Anson Buttles Physician 5.0 45.0 X 209269 0 6242 John Crouch Physician 5.0 45.0 X 192525 0 0 2187428 0 223762 12 false true false GENERAL HEALTHCARE RESOURCES 2250 HICKORY ROAD PLYMOUTH MEETING PA 19462 Staffing Agency 189701 HOLLAND & KNIGHT LLP PO BOX 864084 ORLANDO FL 32886 Legal 107916 DR SREENIVAS NARA 1101 NW 122 AVENUE PLANTATION FL 33323 MEDICAL SERVICES 102558 3 1158600 1158600 HOSPICE AGENCY SUPPORT 900099 12313034 12313034 CRISIS CARE 900099 1730415 1730415 SUPPORT SERVICES 900099 1383950 1383950 NET PATIENT SERVICE REVENUE 632000 321907 321907 0 0 0 0 15749306 2197 2197 0 0 0 0 Other Income 900099 105173 105173 0 0 0 0 105173 17015276 15854479 0 2197 1316968 974556 342412 835 835 9849416 7288568 2560848 214011 158368 55643 1137949 842082 295867 772569 571701 200868 404798 404798 136405 136405 300633 0 300633 0 75187 55638 19549 561911 415814 146097 7232 5352 1880 1511849 1118768 393081 270646 200278 70368 83832 62036 21796 6644 6644 Patient Care 87799 87799 Dues, Subscriptions, Licenses 186602 138085 48517 Miscellaneous 49726 49726 0 0 0 0 16975012 11919045 5055967 0 164888 82415 44156 141583 6832 180729 191004 55283 24850 0 0 16804 10554 2005 1580 323105 335965 0 0 0 0 0 0 1545150 1596546 2338952 2384497 1840478 1837265 33331 34214 0 0 0 0 1873809 1871479 X 465143 513018 465143 513018 2338952 2384497 X 40264 7611 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 12313034 HOSPICE OF THE TREASURE COAST INC 592199023 9 true 0 0 3 0 12313034 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 is based on a five-year repayment schedule at terms that include 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 are at fair market value at the time the loan was established, the loan does not constitute a section 4958 excess benefit transaction. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1695 1695 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. 6265905 131659 677427 24410 7050581 5498518 271567 513905 18085 6265905 4645147 1048935 -166202 29362 5498518 4229337 162052 291610 37852 4645147 1672515 2368792 188030 4229337 0.9461 0.0334 0.0205 false true true Deposits 89219 Other Assets 35346 Due from affiliates 1471981 1596546 0 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. Due to its tax-exempt status, the Organization is not subject to U.S. federal income tax or state income tax. 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, 2017 and 2016. X X X X false false false false false false false true false Susan De Cuba President & CEO 339506 0 40000 0 248 0 12005 0 28305 0 420064 0 0 0 Carol Jean Ruggles Part-Year CFO 163300 0 12953 0 268 0 5864 0 28802 0 211187 0 0 0 Roxanne Riley VP of Operations 150950 0 12168 0 268 0 5085 0 9385 0 177856 0 0 0 Gerald Turgeon VP of Medical Services 241992 0 18369 0 791 0 7839 0 18682 0 287673 0 0 0 Robert Anderson Physician 238101 0 0 0 381 0 7416 0 18841 0 264739 0 0 0 Pamela Burchell Part-Year VP of Education and Culture 150005 0 12089 0 396 0 5333 0 18766 0 186589 0 0 0 Bernice Burkarth Sr. Director of Palliative Services 256165 0 16485 0 143 0 8705 0 29047 0 310545 0 0 0 Anson Buttles Physician 208080 0 0 0 1189 0 6242 0 0 0 215511 0 0 0 John Crouch Physician 191479 0 0 0 1046 0 0 0 0 0 192525 0 0 0 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. SUSAN R DE CUBA PRESIDENT AND CEO PERSONAL X 150000 24850 false true true 24850 Form 990, Part III, Line 1 ORGANIZATION'S MISSION (CONTINUED FROM PART III) Our vision is we are building communities that allow people to drive their own destinies for the highest quality of life in every health circumstance. THE COMPANY ALSO PROVIDES PALLIATIVE CARE, (TO NON-HOSPICE PATIENTS), AND WORKS IN PARTNERSHIP WITH LOCAL HOSPITALS TO ESTABLISH A REGIONAL PALLIATIVE CARE PROGRAM TO SERVE ALL CITIZENS THROUGHOUT THE TREASURE COAST. IN ADDITION, 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 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 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 at least annually, utilizing comparability data and establish merit increases if any in salary, incentive bonus, etc. (c) provide an annual report of finding to the full Board of Directors. This process was last undertaken in FYE 9/30/2017. 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. On a routine basis, a nationally recognized external consultant is engaged 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 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 XI, Line 9 Other changes in net assets or fund balances CHANGE IN CASH SURRENDER VALUE - 7611; TREASURE COAST PALLIATIVE CARE LLC 1201 SE INDIAN STREET STUART FL 34997 263544680 PALLIATIVE CARE FL 799782 1070148 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 662606 1321742 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 1158600 FMV HOSPICE OF MARTIN AND ST LUCIE INC Q 12313034 FMV