2025-11-13T08:09:52+00:00 2024-12-31 440160260 Forvis Mazars LLP 255 South Orange Avenue Suite 600 Orlando FL 32801 990 2024-01-01 592490893 NORTH CENTRAL FLORIDA HOSPICE INC NORT 8007271889 SANTAFE HEALTHCAREINC PO BOX 749 GAINESVILLE FL 326270749 STEVEN M ZIEGLER PRESIDENT AND CHIEF LEGAL OFFICER 8007271889 2025-11-13 true true Peter Gubler P00190185 4077405400 2025-11-07 2024 2025-03-06 01:10:19Z HAVEN HOSPICE STEVEN M ZIEGLER SANTAFE HEALTHCAREINC PO BOX 749 GAINESVILLE FL 326270749 101081080 false X WWW.BEYOURHAVEN.ORG X 1982 FL HONORING LIFE BY PROVIDING COMFORT, CARE AND COMPASSION TO THOSE WE SERVE. X 5 0 660 534 0 4624869 3200286 48921016 36898089 382006 57317896 281096 964202 54208987 98380473 0 0 38350149 28923133 0 143022 16079866 13139049 54430015 42062182 -221028 56318291 56707896 112553652 13174826 2100961 43533070 110452691 X THE MISSION OF NORTH CENTRAL FLORIDA HOSPICE, INC. (HAVEN HOSPICE) IS TO HONOR LIFE BY PROVIDING COMFORT, CARE AND COMPASSION TO THOSE WE SERVE. NORTH CENTRAL FLORIDA HOSPICE, INC. (HAVEN HOSPICE) HELPS PATIENTS BE AS COMFORTABLE AS POSSIBLE AND PROVIDES THEIR CAREGIVERS WITH NEEDED RESOURCES AND ASSISTANCE. HAVEN HOSPICE PROVIDES THE MOST CURRENT THERAPIES AND METHODS TO MAXIMIZE COMFORT AND CARE TO PATIENTS INCLUDING ACCESS TO PROFESSIONAL STAFF AROUND THE CLOCK. HAVEN HOSPICE PROVIDES CLINICAL EDUCATION ABOUT END-OF-LIFE AND PALLIATIVE CARE, GRIEF SUPPORT TO CHILDREN AND FAMILIES AND BEREAVEMENT PROGRAMS FOR BOTH GROUPS AND INDIVIDUALS IN ITS SERVICE AREA. false false 13534682 0 25380180 HAVEN HOSPICE OFFERS COMPASSIONATE HOSPICE CARE AND SUPPORT TO INDIVIDUALS WITH LIFE-LIMITING ILLNESS AND THEIR FAMILIES, WHICH ADDRESS THE PHYSICAL, PSYCHOSOCIAL, EMOTIONAL AND SPIRITUAL NEEDS ASSOCIATED WITH ADVANCED ILLNESS WHILE RESPECTING EACH INDIVIDUAL'S GOALS, BELIEFS AND WISHES. HAVEN HOSPICE'S TEAM OF MEDICAL PROVIDERS AND STAFF EXPERTLY MANAGE PAIN AND SYMPTOMS AT HOME OR IN A VARIETY OF SETTINGS INCLUDING HOSPITALS, NURSING HOMES OR ASSISTED LIVING FACILITIES. HAVEN HOSPICE PROVIDED SERVICES TO 2,526 HOSPICE PATIENTS INCLUDING 234,476 DAYS OF SERVICE. EXPENSES INCLUDE $438,913 OF UNREIMBURSED CARE. 9505665 0 10266844 HAVEN HOSPICE OFFERS HOSPICE CARE CENTERS IN GAINESVILLE, PALATKA, LAKE CITY AND ORANGE PARK, FLORIDA, WHEN THERE IS A NEED FOR SHORT-TERM INPATIENT CARE. IN THESE WELCOMING AND HOME-LIKE SETTINGS, HAVEN HOSPICE PHYSICIANS, ADVANCED REGISTERED NURSE PRACTITIONERS AND OTHER CLINICIANS PROVIDE AROUND-THE-CLOCK CARE TO PATIENTS NEEDING INTENSE PAIN AND SYMPTOM MANAGEMENT AS WELL AS PROVIDE EDUCATION AND SUPPORT TO FAMILIES AND LOVED ONES. FAMILY MEMBERS ARE WELCOME 24 HOURS A DAY AND ARE ENCOURAGED TO STAY. HAVEN HOSPICE ALSO WELCOMES VISITS FROM CHILDREN AND FAMILY PETS. THE CARE CENTERS OFFER OVERNIGHT RESPITE CARE TO PROVIDE A BREAK TO PRIMARY CAREGIVERS FOR UP TO FIVE DAYS. EACH CARE CENTER OFFERS THE LOCAL COMMUNITY A PLACE TO HOLD MEETINGS AND EDUCATIONAL EVENTS. HAVEN HOSPICE PROVIDED SERVICES TO 943 PATIENTS IN INPATIENT CARE CENTERS, FOR A TOTAL OF 10,706 DAYS OF SERVICE. EXPENSES INCLUDE $720,355 OF UNREIMBURSED CARE. 275843 0 0 HAVEN HOSPICE PROVIDES BEREAVEMENT SERVICES TO FAMILY MEMBERS OF PATIENTS WHO HAVE DIED IN OUR CARE AND TO THE COMMUNITIES IN WHICH WE SERVE. WORKPLACE COUNSELING AND SUPPORT: HAVEN HOSPICE PROVIDES COUNSELING AND SUPPORT TO AREA BUSINESSES WHOSE STAFF ARE DEALING WITH GRIEF, LOSS, LIFE-LIMITING ILLNESS, OR SERVING AS CAREGIVERS. HAVEN HOSPICE IS A RESOURCE FOR COUNSELING SERVICES AND EDUCATIONAL PROGRAMS. HELPING EMPLOYEES WITH FAMILY CONCERNS HAS PROVEN TO LOWER UNSCHEDULED ABSENCES, REDUCE THE NUMBER OF BENEFIT CLAIMS AND INCREASE PRODUCTIVITY. HAVEN HOSPICE OFFERS SEVERAL COUNSELING AND SUPPORT PROGRAMS AND SERVICES AT COMMUNITY WORKSITES AS FOLLOWS: COPING WITH GRIEF AND LOSS IN THE WORKPLACE; WORKING CAREGIVERS: BALANCING TWO FULL-TIME JOBS; LIFE PLANNING: DOCUMENTS YOU SHOULDN'T LIVE WITHOUT; AND PREVENTING COMPASSION FATIGUE IN THE CAREGIVING PROFESSION. CAMP SAFE HAVEN: CAMP SAFE HAVEN PROVIDES CHILDREN, TEENS AND FAMILIES WITH FUN AND THERAPEUTIC ACTIVITIES TO HELP THEM WORK THROUGH THEIR FEELINGS OF GRIEF. THE CAMP IS SUPPORTED BY HAVEN HOSPICE'S STAFF OF PROFESSIONALS AND VOLUNTEERS HEALING HEARTS GRIEF SUPPORT: HAVEN HOSPICE'S HEALING HEARTS GRIEF SUPPORT PROGRAM OFFERS INDIVIDUAL, FAMILY AND GROUP COUNSELING TO ANYONE COPING WITH LOSS, REGARDLESS OF HOW THE LOSS OCCURRED. COUNSELING AND EDUCATION: HAVEN HOSPICE OFFERS SHORT-TERM INDIVIDUAL, FAMILY AND GROUP BEREAVEMENT COUNSELING WITH SPECIALLY TRAINED HAVEN HOSPICE PROFESSIONALS FOR ANYONE IN THE COMMUNITY WHO HAS EXPERIENCED A LOSS. MEMORIAL SERVICES: HAVEN HOSPICE HOSTS LOVE AND REMEMBRANCE (MEMORIAL) SERVICES IN SPRING AND FALL TO HONOR THE LIVES OF FAMILY, FRIENDS AND LOVED ONES. THE BEREAVEMENT DEPARTMENT CONDUCTED 48 COMMUNITY EDUCATION EVENTS. IN ADDITION, 10,931 SUPPORT MAILERS WERE DISTRIBUTED, 9,699 BEREAVEMENT SUPPORT PHONE CALLS WERE PLACED AND 234 COUNSELING SESSIONS WERE PROVIDED FOR EITHER GROUP, INDIVIDUAL, OR FAMILY GRIEF SUPPORT. IN ADDITION, MEMORIAL SERVICES AND TEEN/KID GRIEF CAMPS WERE PROVIDED IN 2024. 3928086 0 1251065 PALLIATIVE CARE CONSULTATIONS: HAVEN HOSPICE'S PALLIATIVE CARE CONSULTATIONS ARE PROVIDED BY A TEAM OF PHYSICIANS AND NURSE PRACTITIONERS. THE PROGRAM INCLUDES A PALLIATIVE CARE MEDICAL EXAMINATION TO ADDRESS PAIN AND SYMPTOMS AS WELL AS DISCUSSIONS WITH INDIVIDUALS AND THEIR HEALTHCARE PROVIDERS ABOUT TREATMENT GOALS, OPTIONS AND RECOMMENDATIONS. TRANSITIONS: HAVEN HOSPICE'S TRANSITIONS PROGRAM OFFERS EMOTIONALLY SUPPORTIVE PHONE CALLS, VOLUNTEER COMPANIONS AND REFERRALS TO COMMUNITY SERVICES FOR INDIVIDUALS AND FAMILIES WHO ARE DEALING WITH ADVANCED ILLNESS AND WHO ARE NEEDING ADDITIONAL SUPPORT ADVANCE CARE PLANNING (ACP): THE MISSION OF ADVANCE CARE PLANNING IS TO HAVE AS MANY PEOPLE OVER THE AGE OF 18 AND ESPECIALLY THOSE WITH ADVANCED ILLNESS EXPERIENCE AN ADVANCE CARE PLANNING SESSION. THE GOAL IS TO HAVE THE CONVERSATION WITH LOVED ONES AND/OR A HEALTH CARE SURROGATE SO THAT THE INDIVIDUAL'S CURRENT AND FUTURE HEALTHCARE GOALS, WISHES AND VALUES ARE DOCUMENTED AND SHARED. IN ORDER TO HONOR WISHES, OTHERS HAVE TO BE INFORMED. 3928086 1251065 27244276 true true false false false false false false false true true false false false 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 true false false true true true true false true false true 153 0 true 660 true false false false false false false false false false false X 5 0 false false false false false true true true true false false false true true true true true true true true false false X RANDY L STUART CFO 3522625320 4300 NW 90TH BLVD GAINESVILLE FL 32606 BENJAMIN I DOERR JR TREASURER 1.0 5.0 X X 0 61339 0 GLENDA E HOOD CHAIR 1.0 5.0 X X 0 74039 0 JACKSON N SASSER PHD VICE CHAIR 1.0 5.0 X X 0 61339 0 LAWRENCE G SCHREIBER Former President & CEO/Director 1.0 44.0 X X 0 6619112 30816 KEVIN R MADDRON DIRECTOR 1.0 5.0 X 0 56539 0 STEVEN ZIEGLER PRESDIENT & CLO 1.0 44.0 X 0 1752513 47836 ELLEN L TALOS DIRECTOR OF MEDICAL OPERATIONS 40.0 0 X 353504 0 12126 MICHAEL H GROOVER CHIEF MEDICAL OFFICER 40.0 1.0 X 0 315220 15086 TIFFANY T MASSEY EXECUTIVE MEDICAL DIRECTOR 40.0 0 X 257177 0 8170 CLAUDIA BEUREUSE REGISTERED NURSE 40.0 0 X 138478 0 5465 JACQUELINE S HART DIRECTOR OF CLINICAL OPERATIONS 40.0 1.0 X 158298 1326 5280 KAREN L LAAUWE ASSOCIATE MEDICAL DIRECTOR 40.0 0 X 147305 0 17429 KRISTEN NENEZIAN CONTROLLER 40.0 0 X 131599 0 9748 SHAYNA E RICH ASSOCIATE MEDICAL DIRECTOR 40.0 0 X 290056 0 23377 1476417 8941427 175333 13 false true false ARBOR TEMPORARY SERVICES LLC PO BOX 354526 PALM COAST FL 32135 STAFFING SERVICES 653461 NETSMART TECHNOLOGIES INC PO BOX 354526 PHILADELPHIA PA 191713519 IT SERVICES 486951 WRIGHT EXPRESS FINANCIAL SERVICES 33548 TREASURY CTR CHICAGO IL 606943500 FINANCIAL SERVICES 324351 SHANDS TEACHING HOSPITAL & CLINICS INC POX 16051 LWISTON ME FL 042439534 NURSING HOME SERVICES 253622 FACILITIES MAINTENANCE OF NORTH CENTRAL PO BOX 124 HOLLISTER FL 321470124 MAINTENANCE SERVICES 190124 11 3200286 2699708 3200286 MEDICARE REVENUE 623990 33545275 33545275 MEDICAID REVENUE 623990 1840748 1840748 NET PATIENT SERVICE REVENUE 623990 1512066 1512066 0 0 0 0 36898089 1000099 1000099 883062 0 883062 0 883062 883062 0 56318696 899 0 -899 56318696 56317797 56317797 0 2699708 2699708 0 0 ADMINISTRATIVE INCOME 900099 81140 81140 0 0 0 0 81140 98380473 36898089 0 58282098 610681 610681 24107887 16606163 7474859 26865 1236407 402834 832753 820 1352236 1037799 310861 3576 1615922 1272364 342241 1317 17259 17259 487949 487949 128899 128899 4135210 3309384 818601 7225 64337 62323 2014 570451 167211 393208 10032 753949 7318 746631 2017222 941616 1075452 154 883273 735968 138538 8767 23589 2031 21558 194181 163853 30328 1422104 1101132 320972 1022299 272738 749561 MEDICAL SUPPLIES 505937 472836 33101 DUES AND SUBSCRIPTIONS 401667 32024 347400 22243 OTHER EXPENSES 271671 5726 265945 COMMUNITY SUPPORT 136901 447 76445 60009 102151 102151 0 0 42062182 27244276 14674884 143022 2838812 2994155 234114 7117996 145156 5183392 195780 0 0 0 0 15275000 1057431 780746 50670932 21167403 31210049 29503529 5934750 48457410 0 4065087 4571224 6039105 3657812 56707896 112553652 5776244 1352833 5169128 0 0 2229454 748128 13174826 2100961 X 41800006 109601415 1733064 851276 43533070 110452691 56707896 112553652 X 56318291 11865796 -1264466 X X false true true false X 5524298 4841982 4579737 4624869 3200286 22771172 40616247 36746501 43987850 48921016 36898089 207169703 0 0 0 46140545 41588483 48567587 53545885 40098375 229940875 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 229940875 376363 268478 322183 537302 1883161 3387487 0 376363 268478 322183 537302 1883161 3387487 0 166451 534608 132693 126590 81140 1041482 46683359 42391569 49022463 54209777 42062676 234369844 0.98110 0.98299 0.01 0.01 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - ADMINISTRATIVE INCOME, COLUMN A - 190724.0, COLUMN B - 185388.0, COLUMN C - 132693.0, COLUMN D - 126590.0, COLUMN E - 81140.0, COLUMN F - 716535.0; DESCRIPTION - SPECIAL EVENT INCOME, NET, COLUMN A - -24273.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - -24273.0; DESCRIPTION - CHANGE IN INTEREST IN FOUNDATION, COLUMN A - , COLUMN B - 349220.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 349220.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3991921 503375 4495296 3241678 750243 3991921 4008913 -767235 3241678 3609768 399145 4008913 3175778 433990 3609768 1.0 0.0 0.0 false false 4847628 4847628 38401961 14812064 23589897 2414190 1705351 708839 5007153 4649988 357165 29503529 Federal Income Taxes LEASE LIABILITIES CHARITABLE REMAINDER UNITRUST 632000 DUE TO AFFILIATES 23000 GIFT ANNUITIES 93128 748128 X 108980188 11865796 -1266081 10599715 98380473 0 0 98380473 42060567 -1615 -1615 42062182 0 0 42062182 Schedule D, Part V, Line 4 Intended uses of endowment funds THE HAVEN HOSPICE ENDOWMENT IS A SEPARATE ACCOUNT OF FUNDS THAT ARE HELD TO PROVIDE CURRENT AND FUTURE INCOME TO HAVEN HOSPICE IN ORDER TO OFFSET THE BURDEN OF UNCOMPENSATED CARE PROVIDED BY HAVEN HOSPICE. THE OBJECTIVE OF THE ENDOWMENT IS TO PROVIDE TIMELY FINANCIAL ASSISTANCE WHEN NEEDED AND LONG-TERM STABILITY TO HAVEN HOSPICE. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote HAVEN 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. HAVEN IS SUBJECT TO TAXES ON INCOME UNRELATED TO ITS TAX-EXEMPT PURPOSE AS IT MAY BECOME APPLICABLE. AS OF DECEMBER 31, 2024, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES AND HAVEN HAD NO UNCERTAIN TAX POSITIONS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN VALUE OF GIFT ANNUITIES - -87734 TRASFER OF FOUNDATION ASSETS - -1212334 CHANGE IN VALUE OF CHARITABLE REMAINDER UNITRUST - 77750 EXPENSES RECLASSED OUT OF REVENUE - -1615 CHANGE IN VALUE OF INTEREST RATE SWAP - -42148 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 EXPENSES RECLASSED OUT OF REVENUE - -1615 true true false false false false false false false LAWRENCE G SCHREIBER Former President & CEO/Director 0 518262 0 0 0 6100850 0 13800 0 17016 0 6649928 0 0 STEVEN ZIEGLER PRESDIENT & CLO 0 425856 0 0 0 1326657 0 13800 0 34036 0 1800349 0 0 MICHAEL H GROOVER CHIEF MEDICAL OFFICER 0 310360 0 0 0 4860 0 3605 0 11481 0 330306 0 0 ELLEN L TALOS DIRECTOR OF MEDICAL OPERATIONS 353504 0 0 0 0 0 12118 0 8 0 365630 0 0 0 TIFFANY T MASSEY EXECUTIVE MEDICAL DIRECTOR 257177 0 0 0 0 0 7474 0 696 0 265347 0 0 0 JACQUELINE S HART DIRECTOR OF CLINICAL OPERATIONS 147251 1326 10610 0 437 0 4281 0 999 0 163578 1326 0 0 SHAYNA E RICH ASSOCIATE MEDICAL DIRECTOR 290056 0 0 0 0 0 10868 0 12509 0 313433 0 0 0 KAREN L LAAUWE ASSOCIATE MEDICAL DIRECTOR 147305 0 0 0 0 0 4852 0 12577 0 164734 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE CHIEF EXECUTIVE OFFICER (CEO) OF NORTH CENTRAL FLORIDA HOSPICE, INC. (HAVEN HOSPICE) BY SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE FIRM. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE CEO'S FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING. Schedule J, Part I, Line 4a Severance or change-of-control payment LISTED PERSONS WHO ARE EMPLOYEES OF HAVEN HOSPICE ARE NOT COVERED BY A SEVERANCE POLICY; SEVERANCE IS HANDLED ON A CASE-BY-CASE BASIS. EMPLOYEES OF RELATED ORGANIZATIONS ARE COVERED UNDER A SEVERANCE POLICY WHICH INCLUDES MONTHLY PAYMENTS UP TO A MAXIMUM OF 12 - 36 MONTHS UNDER QUALIFYING CIRCUMSTANCES AND DEPENDING ON POSITION. THE FOLLOWING PERSONS RECEIVED SEVERANCE OR CHANGE-OF-CONTROL PAYMENTS DURING THE 2024 CALENDAR YEAR: LAWRENCE SCHREIBER - $6,100,560 STEVEN ZIEGLER - $1,326,177 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan LISTED PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE YEAR: LAWRENCE G SCHREIBER, PHILIP G BOWLING, STEVEN M ZIEGLER AND PAULINE E TAYLOR ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. THEY PARTICIPATE IN TWO NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS SPONSORED BY SANTAFE HEALTHCARE, INC. FOR A CERTAIN GROUP OF EXECUTIVES. ONE PLAN RESTORES RETIREMENT BENEFITS EQUIVALENT TO QUALIFIED 401(K) BENEFITS ON INCOME EARNED IN EXCESS OF THE INTERNAL REVENUE SERVICE CODE SECTION 401(A)(17) RECOGNIZABLE PAY LIMITS (A DEFINED CONTRIBUTION RESTORATION PLAN). VESTING FOR THIS PLAN IS ACHIEVED AT AGE 55 AND 10 YEARS OF SERVICE OR AT AGE 65 AND 5 YEARS OF SERVICE. THE SECOND SUPPLEMENTAL DEFINED CONTRIBUTION PLAN PROVIDES ADDITIONAL RETIREMENT INCOME BASED ON A PERCENTAGE OF BASE SALARY AND VESTS AT THREE AND FIVE YEARS OF SERVICE. Schedule J, Part II CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT FOR PROFIT ORGANIZATIONS. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY SANTAFE HEALTHCARE, INC. AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATES BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES. X 2699708 Market value 0 false true false INVENTORY, PERSONAL PROPERTY, SOFTWARE, DESPOSIT ACCOUNTS, INTELLECTUAL PROPERTY & ASSUMED CONTRACTS 2024-08-31 60000000 FMV 992961045 Abode Hospice of Florida LLC 805 N WHITTINGTON PARWAY SUITE 400 LOUISVILLE KY 40222 501(C)(3) Schedule N, Part II EFFECTIVE 11:59 P.M. ON AUGUST 31, 2024, NORTH CENTRAL FLORIDA HOSPICE, INC. SOLD SUBSTANTIALLY ALL OF ITS ASSETS (EXCLUDING ITS OWNED REAL ESTATE) AND ALL OF ITS HOSPICE, PALLIATIVE AND END OF LIFE CARE OPERATIONS TO ABODE HOSPICE OF FLORIDA, LLC. Form 990, Part III, Line 4d Description of other program services (Expenses $ 3,928,086 including grants of $ 0)(Revenue $ 1,251,065) PALLIATIVE CARE CONSULTATIONS: HAVEN HOSPICE'S PALLIATIVE CARE CONSULTATIONS ARE PROVIDED BY A TEAM OF PHYSICIANS AND NURSE PRACTITIONERS. THE PROGRAM INCLUDES A PALLIATIVE CARE MEDICAL EXAMINATION TO ADDRESS PAIN AND SYMPTOMS AS WELL AS DISCUSSIONS WITH INDIVIDUALS AND THEIR HEALTHCARE PROVIDERS ABOUT TREATMENT GOALS, OPTIONS AND RECOMMENDATIONS. TRANSITIONS: HAVEN HOSPICE'S TRANSITIONS PROGRAM OFFERS EMOTIONALLY SUPPORTIVE PHONE CALLS, VOLUNTEER COMPANIONS AND REFERRALS TO COMMUNITY SERVICES FOR INDIVIDUALS AND FAMILIES WHO ARE DEALING WITH ADVANCED ILLNESS AND WHO ARE NEEDING ADDITIONAL SUPPORT ADVANCE CARE PLANNING (ACP): THE MISSION OF ADVANCE CARE PLANNING IS TO HAVE AS MANY PEOPLE OVER THE AGE OF 18 AND ESPECIALLY THOSE WITH ADVANCED ILLNESS EXPERIENCE AN ADVANCE CARE PLANNING SESSION. THE GOAL IS TO HAVE THE CONVERSATION WITH LOVED ONES AND/OR A HEALTH CARE SURROGATE SO THAT THE INDIVIDUAL'S CURRENT AND FUTURE HEALTHCARE GOALS, WISHES AND VALUES ARE DOCUMENTED AND SHARED. IN ORDER TO HONOR WISHES, OTHERS HAVE TO BE INFORMED. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION THE PROCESS FOR DETERMINING COMPENSATION FOR THE NON-DIRECTOR OFFICERS, PRESIDENT, CHIEF MEDICAL OFFICER, AND DIRECTORS OF HAVEN HOSPICE IS AS FOLLOWS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD-PARTY COMPENSATION AND BENEFITS FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE AFOREMENTIONED OFFICERS' TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG-TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISONS TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. AFTER COMPLETION OF ITS REVIEW, THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF TOTAL DIRECT COMPENSATION AND EXECUTIVE BENEFITS. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS REGULARLY RETAINS AN INDEPENDENT THIRD PARTY CONSULTANT TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE BOARD OF DIRECTORS' (INCLUDING OFFICER POSITIONS) COMPENSATION. THE COMPETITIVENESS ANALYSIS INCLUDES COMPARISONS TO BOTH NOT-FOR-PROFIT AND PUBLIC COMPANY (EXCLUDING EQUITY COMPONENT) DATA FOR COMPANIES WITHIN THE SAME OR SIMILAR INDUSTRY. ANY COMPENSATION CHANGES ARE APPROVED BY THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS BASED ON THE MARKET COMPETITIVENESS STUDY. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body HAVEN HOSPICE'S ARTICLES OF INCORPORATION AND BYLAWS STATE THAT THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS SHALL CONSTITUTE THE ORGANIZATION'S BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS CONSTITUTES THE ORGANIZATION'S BOARD OF DIRECTORS, WHICH MAKES ALL GOVERNANCE DECISIONS OF THE ORGANIZATION. THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS HAS THE POWER AND AUTHORITY TO ESTABLISH COMMITTEES, TO ELECT AND REMOVE OFFICERS, TO APPROVE AMENDMENTS OF THE ORGANIZATION'S GOVERNING DOCUMENTS, AND TO MODIFY, AMEND, RESCIND, OR REPEAL ANY ACTION TAKEN BY THE ORGANIZATION'S BOARD OF DIRECTORS. Form 990, Part VI, Line 11b Review of form 990 by governing body A COPY OF THE ORGANIZATION'S FORM 990, AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH CURRENT MEMBER OF THE BOARD OF DIRECTORS BEFORE SUBMISSION TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy HAVEN HOSPICE HAS A PROCEDURE FOR MONITORING AND ENFORCING COMPLIANCE WITH ITS CORPORATE CONFLICT OF INTEREST POLICY (POLICY). EACH COVERED PERSON SHALL RECEIVE A COPY OF THE POLICY FOR REVIEW AND SUBMIT AN AFFIRMATION WHICH IS ATTACHED TO THE CODE OF ETHICAL BUSINESS CONDUCT. ADDITIONALLY, EACH COVERED PERSON ENGAGED IN MAKING OR INFLUENCING DECISIONS ON BEHALF OF SANTAFE HEALTHCARE, INC. OR ITS AFFILIATES SHALL COMPLETE A QUESTIONNAIRE CONCERNING CONFLICTS OF INTEREST ANNUALLY. THE PROCEDURE DETAILS THAT THE CORPORATE SECRETARY HAS RESPONSIBILITY FOR DELIVERY OF THE POLICY TO DIRECTORS AND OFFICERS AND RECEIPT OF THEIR AFFIRMATIONS AND QUESTIONNAIRES. THE HUMAN RESOURCES DEPARTMENT SHALL OBTAIN THE AFFIRMATION AND QUESTIONNAIRE FROM EVERY NEW EMPLOYEE AT ORIENTATION. THE HUMAN RESOURCES DEPARTMENT SHALL ALSO OBTAIN THE AFFIRMATION FROM ALL EMPLOYEES AND THE CONFLICT OF INTEREST QUESTIONNAIRE FROM APPLICABLE EMPLOYEES ANNUALLY. MEMBERS OF CORPORATE ADVISORY BOARDS SUBMIT THE AFFIRMATION AND QUESTIONNAIRE TO THE CHIEF COMPLIANCE OFFICER. ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY INTERNAL STAFF TO ENSURE RECORDS ARE COMPLETE. AS PART OF THE CORPORATE CONTRACT REVIEW PROCESS, CONSIDERATION IS GIVEN TO ANY POTENTIAL CONFLICTS OF INTEREST INVOLVING OPERATIONAL OR FINANCIAL TRANSACTIONS. ALL EMPLOYEES ARE EXPECTED TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS. INITIAL REVIEW OF EMPLOYEE QUESTIONNAIRES WILL BE PERFORMED BY THE HUMAN RESOURCES DEPARTMENT AND AFFILIATE COMPLIANCE OFFICER, WITH REVIEW OF ANY DISCLOSURES BY THE CHIEF COMPLIANCE OFFICER WHO WILL EVALUATE, MAKE NECESSARY INQUIRIES, AND INVESTIGATE ALTERNATIVES. BOARD MEMBERS SHALL DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS TO THE CHAIRPERSON OF THE SANTAFE HEALTHCARE, INC. BOARD, AND THE CHAIRPERSON OR CHIEF COMPLIANCE OFFICER SHALL EVALUATE CONFLICT DISCLOSURES AND, IF APPROPRIATE, INVESTIGATE ALTERNATIVES AND REPORT TO DISINTERESTED BOARD MEMBERS FOR RESOLUTION. THE MINUTES OF THE BOARD OR ANY COMMITTEE MEETING AT WHICH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST IS DISCLOSED OR DISCUSSED SHALL REFLECT THE NAME OF THE INTERESTED PARTY, THE NATURE OF THE CONFLICT, THE DELIBERATIONS AND THE RESOLUTION OF THE CONFLICT. IF IT IS DETERMINED THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE CHIEF COMPLIANCE OFFICER OR THE CHAIRPERSON SHALL TAKE APPROPRIATE ACTION, WHICH MAY INCLUDE REMOVAL FROM OFFICE OR TERMINATION OF EMPLOYMENT. Form 990, Part VI, Line 19 Required documents available to the public HAVEN HOSPICE'S PROCEDURE FOR MAKING VARIOUS DOCUMENTS AVAILABLE TO THE PUBLIC IS AS FOLLOWS: THE ARTICLES OF INCORPORATION CAN BE ACCESSED DIRECTLY THROUGH THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS WEBSITE AT WWW.SUNBIZ.ORG. THE CONFLICT OF INTEREST POLICY CAN BE OBTAINED DIRECTLY FROM THE ORGANIZATION UPON WRITTEN REQUEST. HAVEN HOSPICE DID NOT OTHERWISE MAKE ITS GOVERNING DOCUMENTS, INCLUDING BYLAWS, AVAILABLE TO THE PUBLIC. IN ADDITION, DURING THE TAX YEAR, HAVEN HOSPICE DID NOT MAKE ITS AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN FAIR VALUE OF CHARITABLE REMAINDER UNITRUST (CRUT) - 77750; CHANGE IN NET UNREALIZED GAINS/LOSSES ON INTEREST RATE SWAP - -42148; CHANGE IN VALUE OF GIFT ANNUITIES - -87734; TRANSFER OF FOUNDATION ASSETS - -1212334; Total - -1264466; Form 990, Part XII, Line 2c Change of oversight process or selection process AUDIT OVERSIGHT PROCESS: THE COMPANY'S AUDIT COMMITTEE HAS NOT CHANGED ITS PROCESS FOR SELECTION OF THE INDEPENDENT ACCOUNTANT OR ITS PROCESS FOR MANAGING THE AUDIT. FORM 990, PART VII, SECTION A, LINE 1A CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT FOR PROFIT ORGANIZATIONS. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY SANTAFE HEALTHCARE, INC. AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATES BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES. HAVEN MEDICAL GROUP LLC PO BOX 749 GAINESVILLE FL 326270749 452557237 MEDICAL PRACTICE MEDICAL PRACTICE CARE FL 1972273 67091 NORTH CENTRAL FLORIDA HOSPICE INC HAVEN HOSPICE PROPERTIES LLC PO BOX 749 GAINESVILLE FL 326270749 850917632 REAL ESTATE HOLDING COMPANY FL 0 0 NORTH CENTRAL FLORIDA HOSPICE INC HAVEN PALLIATIVE CARE LLC PO BOX 749 GAINESVILLE FL 326270749 851116047 PALLIATIVE CARE FL 0 0 NORTH CENTRAL FLORIDA HOSPICE INC SANTAFE HEALTHCARE INC PO BOX 749 GAINESVILLE FL 326270749 592317607 MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES FL 501(c)(3) Type II NA false NORTH FLORIDA RETIREMENT VILLAGE INC PO BOX 749 GAINESVILLE FL 326270749 591912330 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false SANTAFE SENIOR LIVING INC PO BOX 749 GAINESVILLE FL 326270749 203700526 MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES FL 501(c)(3) Type II SANTAFE HEALTHCARE INC false BVG ACQUISITION INC PO BOX 749 GAINESVILLE FL 326270749 203701186 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false EAST RIDGE RETIREMENT VILLAGE INC PO BOX 749 GAINESVILLE FL 326270749 590903331 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false SANTAFE SENIOR LIVING FOUNDATION INC PO BOX 749 GAINESVILLE FL 326270749 264464727 CHARITABLE & EDUCATIONAL PURPOSES FL 501(c)(3) 7 SANTAFE HEALTHCARE INC false HFK CARE CORPORATION PO BOX 749 GAINESVILLE FL 326270749 592386289 HOSPICE CARE & HOME HEALTH CARE FL 501(c)(3) 7 SANTAFE HEALTHCARE INC false SF HOLDING CORP INC PO BOX 749 GAINESVILLE FL 326270749 592903901 HOLDING COMPANY FL NA C Corporation false CHARITABLE REMAINDER UNITRUST CHARITABLE REMAINDER UNITRUST GA NA Trust false false false true false false false false false false false false true true false true true false false false