2017-02-14T05:00:21-06:00 2016-09-30 350921680 CROWE HORWATH LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2015-10-01 201683870 Health and Palliative Services of the Treasure Coast Inc HEAL 7724034500 1201 SE Indian Street Stuart FL 34997 Susan de Cuba CEO 2016-12-29 true BRITTNEY KOCAJ P01320603 9542028600 2015 2021-01-29 14:40:06Z Treasure Coast Hospice Susan de Cuba 1201 SE Indian Street Stuart FL 34997 17064360 false X www.tchospice.org X 2004 FL 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. 13 13 241 83 0 0 1148056 906163 15160543 16053473 4723 3819 100666 100905 16413988 17064360 0 0 0 0 12871371 13682900 0 0 0 3549925 3544582 16421296 17227482 -7308 -163122 2697967 2338952 2077253 1873809 620714 465143 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 10853554 15907959 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. 741790 0 TREASURE COAST HOSPICE COUNSELING SERVICES (TCHCS) PROVIDES GRIEF SUPPORT TO HOSPICE PATIENTS, THEIR FAMILIES AND ANYONE THAT HAS EXPERIENCED A DEATH LOSS 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: 1) BEREAVED INDIVIDUALS/FAMILIES OF PATIENTS THAT HAVE RECEIVED HOSPICE CARE; 3,100 INDIVIDUALS RECEIVED STANDARD BEREAVEMENT SERVICES (NEWSLETTERS, PHONE CALLS).(CONTINUED IN SCHEDULE O). 581391 246419 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 ELEVEN LOCAL SKILLED NURSING FACILITIES, FIVE LOCAL ASSISTED LIVING FACILITIES AND FOUR AREA HOSPITALS WITH FOLLOW UP VISITS ALSO PROVIDED IN THE HOME . THE PALLIATIVE CARE TEAM PROVIDED 2,352 PALLIATIVE CARE VISITS TO 815 UNIQUE PATIENTS IN MARTIN AND ST. LUCIE COUNTIES. 12176735 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 37 0 true 241 true false false false false false false false false false false X 13 13 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 2.0 X X 0 0 0 Scott Alan Roads Vice Chair 2.0 2.0 X X 0 0 0 William Frederick Moore Secretary 1.0 2.0 X X 0 0 0 Richard James Boyle Treasurer 2.0 5.0 X X 0 0 0 Jordan Ira Fields Board Member 1.0 5.0 X 0 0 0 Richard Frank Haisley Board Member 1.0 2.0 X 0 0 0 Gloretta Hankins Hall Board Member 1.0 2.0 X 0 0 0 Stephen Maxwell Levine MD 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 Gregory Dallas Lowe Partial Year Board Member 1.0 2.0 X 0 0 0 Fernando Petry Partial Year Board Member 1.0 2.0 X 0 0 0 J Hal Roberts Partial 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 130101 0 12949 Susan De Cuba President & CEO 20.0 30.0 X 391494 0 37787 Carol Jean Ruggles CFO 20.0 30.0 X 171011 0 28379 Roxanne Riley VP of Operations 10.0 40.0 X 160670 0 9917 Gerald Turgeon VP of Medical Services 10.0 40.0 X 249223 0 18481 Dorothy A Allen VP and Chief Philanthropy Officer 10.0 40.0 X 125198 0 2895 Pamela Burchell VP of Education and Culture 50.0 0 X 182394 0 22526 Bernice Burkarth Sr. Director of Palliative Services 50.0 0 X 256322 0 33872 Anson Buttles Physician 50.0 0 X 206021 0 6144 Carl Martello Controller 50.0 0 X 145816 0 12852 2018250 0 185802 11 false true false DR SREENIVAS NARA 1101 NW 122 AVENUE PLANTATION FL 33323 MEDICAL SERVICES 162834 MCKESSON CORPORATION 5995 WINDWARD PARKWAY ALPHARETTA GA 30005 EMR LICENSES AND MAINTENANCE SERVICES 162553 2 3000 709333 93025 100805 906163 HOSPICE AGENCY SUPPORT 900099 12733220 12733220 CRISIS CARE 900099 1829611 1829611 SUPPORT SERVICES 900099 1244223 1244223 NET PATIENT SERVICE REVENUE 632000 246419 246419 0 0 0 0 16053473 3819 3819 0 0 0 0 Other Income 900099 100905 100905 0 0 0 0 100905 17064360 16154378 0 3819 1223168 892913 330255 250 250 10323776 7536356 2787420 157635 115073 42562 1171615 855279 316336 806456 588713 217743 200184 200184 111861 111861 210619 0 210619 0 184906 134981 49925 601409 439029 162380 17177 12539 4638 1505497 1099013 406484 283895 207243 76652 80778 58968 21810 Patient Care 80452 80452 Dues, Subscriptions, Licenses 213940 156176 57764 Miscellaneous 53864 53864 0 0 0 0 17227482 12176735 5050747 0 112170 164888 381401 44156 6130 6832 55035 180729 86498 55283 0 0 16804 3004 2005 329166 323105 0 0 0 0 0 0 1724563 1545150 2697967 2338952 2041498 1840478 35755 33331 0 0 0 2077253 1873809 X 620714 465143 620714 465143 2697967 2338952 X -163122 7551 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 6747371 HOSPICE OF THE TREASURE COAST INC 592199023 9 true 0 5985849 3 0 12733220 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 3425 3425 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, FLORIDA HOSPICE & PALLIATIVE CARE ASSOCIATION AND AMERICAN OSTEOPATHIC ASSOCIATION. A PORTION OF THE DUES PAID TO NHPCO, FHPCA AND AOA 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, FLORIDA HOSPICE & PALLIATIVE CARE ASSOCIATION AND AMERICAN OSTEOPATHIC ASSOCIATION. A PORTION OF THE DUES PAID TO NHPCO, FHPCA AND AOA ARE USED FOR LOBBYING. 5498518 271567 513905 18085 6265905 4645147 1048935 -166202 29362 5498518 4229337 162052 291610 37852 4645147 1672515 2368792 188030 4229337 937042 558868 176605 1672515 0.9413 0.0376 0.0211 false true true Deposits 52310 Other Assets 23132 Due from affiliates 1469708 1545150 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, 2016 and 2015. X X X X X true false false false false false false true false Susan De Cuba President & CEO 331236 0 60000 0 258 0 11935 0 25852 0 429281 0 0 0 Carol Jean Ruggles CFO 156923 0 13950 0 138 0 2527 0 25852 0 199390 0 0 0 Roxanne Riley VP of Operations 146912 0 13500 0 258 0 1482 0 8435 0 170587 0 0 0 Gerald Turgeon VP of Medical Services 229927 0 18900 0 396 0 1683 0 16798 0 267704 0 0 0 Pamela Burchell VP of Education and Culture 166585 0 15413 0 396 0 5644 0 16882 0 204920 0 0 0 Bernice Burkarth Sr. Director of Palliative Services 237332 0 18900 0 90 0 7775 0 26097 0 290194 0 0 0 Anson Buttles Physician 204785 0 0 0 1236 0 6144 0 0 0 212165 0 0 0 Carl Martello Controller 134073 0 11475 0 268 0 4417 0 8435 0 158668 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment Dorothy Allen - $37,214. 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 55283 false true true 55283 Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTION (CONTINUED FROM PART III) OF THOSE WHO RECEIVE HOSPICE CARE SERVICES, 280 PEOPLE RECEIVED INDIVIDUAL, GROUP, OR FAMILY COUNSELING. 2) A COMMUNITY INDIVIDUAL WHOSE LOVED ONE DID NOT DIE UNDER HOSPICE CARE; 276 INDIVIDUALS RECEIVED COUNSELING SERVICES FROM TCHCS. 3) YOUTH SERVICES ARE PROVIDED TO CHILDREN AGES 4-18 WHO HAVE EXPERIENCED THE DEATH OF A LOVED ONE. SERVICES ARE PROVIDED IN LOCAL SCHOOLS, TCH OFFICES AND OFFSITE AT EVENTS SUCH AS CAMP GOOD GRIEF; 242 CHILDREN AND TEENS AND THEIR PARENTS/GUARDIANS WERE SERVED THROUGH OUR YOUTH & FAMILY SERVICES. 4) 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 APPROXIMATELY 2,200 INDIVIDUALS (ADULTS AND CHILDREN) THAT RECEIVED CRISIS COUNSELING. 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 accounting firm provides an overview of the completed 990 at a joint meeting of the TCH Finance Committee, Executive Committee and Foundation Executive Committee. After detailed review, the committee members make recommendations that the forms be presented for approval at the full Corporate Board meeting. 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. 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. 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. 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. Form 990, Part VI, Line 19 Required documents available to the public All documents are on site in either the office of the VP of Compliance or the office of the Controller. 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 - 7551; TREASURE COAST PALLIATIVE CARE LLC 1201 SE INDIAN STREET STUART FL 34997 263544680 PALLIATIVE CARE FL 581391 1010332 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 586217 1697115 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 9 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 9 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 709333 FMV HOSPICE OF MARTIN AND ST LUCIE INC Q 6747371 FMV HOPSICE OF THE TREASURE COAST INC Q 5985849 FMV