2015-05-19T15:00:03-05:00 2014-09-30 410746749 CLIFTONLARSONALLEN LLP 6810 INTERNATIONAL CENTER BLVD FORT MYERS FL 33912 990 2013-10-01 592128697 HOPE HOSPICE AND COMMUNITY SERVICES INC HOPE 2394824673 9470 HEALTH PARK CIRCLE FORT MYERS FL 33908 JILL LAMPLEY CHIEF FINANCIAL OFFICER 2015-05-19 true Martin Redovan CPA P01281045 2392269900 2013 2016-02-25 16:41:14Z SAMIRA K BECKWITH 9470 HEALTH PARK CIRCLE FORT MYERS FL 33908 91434230 false X WWW.HOPEHCS.ORG X 1981 FL TO PROVIDE EXCEPTIONAL CARE TO INDIVIDUALS AND LOVED ONES AS THEY FULFILL LIFE'S JOURNEY. 16 11 1001 1050 0 0 2145277 5520207 101548642 82188324 713787 735798 1222765 346408 105630471 88790737 0 0 0 0 57245485 49736046 0 0 1015357 47888582 39967195 105134067 89703241 496404 -912504 100832606 99292402 31356497 29999430 69476109 69292972 X THE VISION OF HOPE IS TO CREATE AN ENVIRONMENT IN WHICH LIFE'S JOURNEY IS CHERISHED. THE MISSION OF HOPE IS TO PROVIDE EXCEPTIONAL CARE AND SUPPORT TO EVERY INDIVIDUAL AND THEIR LOVED ONES AS THEY FULFILL LIFE'S JOURNEY. false false 72076168 67594058 END OF LIFE CARE, COMFORT AND SUPPORT FOR PATIENTS AND THEIR FAMILIES. THE CARE IS PROVIDED IN PATIENT'S HOMES, ASSISTED LIVING FACILITIES, NURSING HOMES, HOSPITALS AND HOPE HOSPICE HOUSES. MEDICAL AND OTHER CARE PROFESSIONALS ARE DEDICATED TO MEETING THE NEEDS OF EACH PERON. THE ORGANIZATION PROVIDES SERVICES TO LEE, HENDRY, AND GLADES, COUNTIES. (DAILY CENSUS 872 PATIENTS FOR FISCAL YEAR 2013-14). 14654432 14594266 PLEASE REFER TO SCHEDULE O FOR INFORMATION REGARDING HOPE HOSPICE'S PACE PROGRAM. 86730600 true true false false false false false false false true false false false false true false true false false false false false false true false false false false true true false false false false false false false true false true true false false false false true true true false false true 316 0 true 1001 true false false false false false true true false false false false X 16 11 true false false false false false false true true false false true true true true true true true true false FL X JILL LAMPLEY CFO 2394824673 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 BO TURBEVILLE VICE CHAIR 1.00 0.50 X X 0 0 0 CHARLES IDELSON TREASURER 1.00 0.50 X X 0 0 0 DICK ACKERT SECRETARY 1.00 0.50 X X 0 0 0 REV DR TIM HALVERSON PAST CHAIR 1.00 0.50 X X 0 0 0 SANDY ROBINSON CHAIR 1.00 0.50 X X 0 0 0 FRED PEZESHKAN BOARD MEMBER 1.00 0.50 X 0 0 0 JERRY NICHOLS BOARD MEMBER 1.00 0.50 X 0 0 0 LARRY HART BOARD MEMBER 1.00 0.50 X 0 0 0 LINDA UHLER BOARD MEMBER 1.00 0.50 X 0 0 0 LUIS INSIGNARES BOARD MEMBER 1.00 0.50 X 0 0 0 MADLYN DORNAUS BOARD MEMBER 1.00 0.50 X 0 0 0 NORENN DIPLACIDO BOARD MEMBER 1.00 0.50 X 0 0 0 RON SMALLEY BOARD MEMBER 1.00 0.50 X 0 0 0 STEVE PERSONETTE BOARD MEMBER 1.00 0.50 X 0 0 0 TOM GILES BOARD MEMBER 1.00 0.50 X 0 0 0 JILL LAMPLEY CHIEF FINANCIAL OFFICER 45.00 5.00 X 236071 0 17824 SAMIRA K BECKWITH PRESIDENT/CEO 55.00 5.00 X 510277 0 22422 CHARLOTTE KING CHIEF HR 40.00 X 226742 0 24950 LUIS CORTES DO CHIEF MEDICAL SERVICES 38.00 2.00 X 194904 0 29050 ROBERT J GRIFFIN COUNSEL 38.00 2.00 X 242764 0 24710 BAKTHAVATSALAM VARDHINI HOSPICE PHYSICIAN 40.00 X 183125 0 32003 CINDY HARRIS PACE MEDICAL DIRECTOR 40.00 X 166821 0 11014 EMILIYA HILL HOSPICE PHYSICIAN 40.00 X 183306 0 22583 FELICIA STONEDALE ASSOC. MEDICAL DIRECTOR 40.00 X 207882 0 11812 MICHELLE ROUGEUX HOSPICE PHYSICIAN 40.00 X 171780 0 22583 GREGORY R SONN HOSPICE PHYSICIAN 40.00 X 171075 0 0 2494747 0 218951 27 true true false SHELL POINT VILLAGE 15000 SHELL POINT BLVD FORT MYERS FL 33908 SKILLED NURSING FACILITY 2146118 PAGE REHABILITATION 2310 N AIRPORT ROAD FORT MYERS FL 33907 SKILLED NURSING FACILITY 1277952 EVANS HEALTHCARE ASSOCIATES LLC 3735 EVANS AVE FORT MYERS FL 33901 SKILLED NURSING FACILITY 1085403 HEALTHPARK CARE CENTER 16131 ROSERUSH COURT FORT MYERS FL 33908 SKILLED NURSING FACILITY 878953 LEHIGH ACRES HEALTH AND REHABILITATION 1550 LEE BOULEVARD LEHIGH ACRES FL 33936 SKILLED NURSING FACILITY 792660 82 104819 123399 5291989 2288238 5520207 HOSPICE PATIENT SERVICES 623990 82188324 82188324 0 0 0 0 0 0 0 0 82188324 306729 306729 0 0 0 0 0 2805862 216601 2374099 219295 431763 -2694 429069 429069 52775 104819 50099 2676 2676 0 0 0 FOOD SERVICES INCOME 722210 129907 129907 MISCELLANEOUS INCOME 900099 213825 213825 0 0 0 0 343732 88790737 82188324 0 1082206 0 0 0 0 1384050 1057910 280963 45177 0 36835167 36320783 416184 98200 0 8846672 8642403 142091 62178 2670157 2616861 36256 17040 0 39594 37269 2325 50449 47486 2963 0 0 0 3302106 2978306 177025 146775 179604 172500 7104 1678012 1557891 117114 3007 0 0 5003291 4359665 209787 433839 0 0 0 175388 175388 0 3013986 2594480 419506 656508 617950 38558 NURSING HOME - ROOM & BOARD 9301514 9301514 PHARMACY 3958648 3958648 INPATIENT 3922032 3922032 OXYGEN/DME 2380098 2380098 6305965 5989416 107408 209141 89703241 86730600 1957284 1015357 0 19268103 12041421 6224389 5994532 38869 19352 1607544 5286340 0 0 0 0 428230 341009 791045 932879 77672493 24173382 53694475 53499111 17100891 18624334 0 0 0 0 1679060 2553424 100832606 99292402 7456497 6999430 23900000 23000000 0 0 0 0 31356497 29999430 X 69296309 69113172 179800 179800 69476109 69292972 100832606 99292402 X -912504 729748 -381 X X false true X true false X 3206181 3218757 4718126 2145277 5520207 18808548 0 0 3206181 3218757 4718126 2145277 5520207 18808548 0 18808548 311558 311070 319732 424810 306729 1673899 2676 2676 0 0 0 1307476 343732 1651208 22136331 566099364 0.84960 0.84630 X Schedule A, Part II, Line 10, Other Income DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0; DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 1307476, COLUMN E - 343732, COLUMN F - 1651208; DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13935801 13935801 43809879 16666735 27143144 8289269 3153514 5135755 11442567 4353133 7089434 194977 194977 53499111 0 0 X 89573300 729700 70 729770 88843530 -52793 -52793 88790737 89756600 53359 53359 89703241 0 0 89703241 Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS ALSO NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX AS UNRELATED BUSINESS INCOME, EXCISE, OR OTHER TAXES. THE TAX RETURNS FOR THE FISCAL YEARS ENDING 2012 TO 2014 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS IN COMPLIANCE WITH THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2d, Other revenues in audited financial statements not in form 990 ROUNDING - 70; Schedule D, Part XI, Line 4b, Other revenues in form 990 not in audited financial statements LOSS ON DISPOSAL OF FIXED ASSETS - -2694; EXPENSES FOR FUNDRAISING EXPENSES - -50099; Schedule D, Part XII, Line 2d, Other expenses in audited financial statements not in form 990 LOSS ON DISPOSAL OF FIXED ASSETS - 2694; EXPENSES FOR FUNDRAISING EVENTS - 50099; ROUNDING - 566; 2014 WINE DINNER 64120 35195 28925 21115 2338 1076 SPRING LUNCHEON 70141 46291 23850 1019 16754 300 7497 1 23333 23333 0 157594 104819 52775 0 1019 37869 2338 300 8573 50099 2676 X X X X X X false true false false false false false false false CHARLOTTE KING CHIEF HR 212426 0 0 0 14316 0 0 0 24950 0 251692 0 0 0 FELICIA STONEDALE ASSOC. MEDICAL DIRECTOR 207882 0 0 0 0 0 0 0 11812 0 219694 0 0 0 EMILIYA HILL HOSPICE PHYSICIAN 181725 0 0 0 1581 0 0 0 22583 0 205889 0 0 0 BAKTHAVATSALAM VARDHINI HOSPICE PHYSICIAN 178952 0 0 0 4173 0 0 0 32003 0 215128 0 0 0 GREGORY R SONN HOSPICE PHYSICIAN 171075 0 0 0 0 0 0 0 0 0 171075 0 0 0 MICHELLE ROUGEUX HOSPICE PHYSICIAN 171780 0 0 0 0 0 0 0 22583 0 194363 0 0 0 JILL LAMPLEY CHIEF FINANCIAL OFFICER 219451 0 0 0 16620 0 0 0 17824 0 253895 0 0 0 ROBERT J GRIFFIN COUNSEL 232107 0 0 0 10657 0 0 0 24710 0 267474 0 0 0 SAMIRA K BECKWITH PRESIDENT/CEO 440664 0 44708 0 24905 0 0 0 22422 0 532699 0 0 0 CINDY HARRIS PACE MEDICAL DIRECTOR 153887 0 0 0 12934 0 0 0 11014 0 177835 0 0 0 LUIS CORTES DO CHIEF MEDICAL SERVICES 190673 0 0 0 4231 0 0 0 29050 0 223954 0 0 0 Schedule J, Part I, Line 4b, Supplemental nonqualified retirement plan THE FOLLOWING EMPLOYEES CONTRIBUTED TO A NONQUALIFIED RETIREMENT 457(F) PLAN: SAMIRA BECKWITH 17,500; ROBERT GRIFFIN 17,500; JILL LAMPLEY 17,500; FELICIA STONEDALE 17,500 A LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591793462 52349ECN8 2008-07-22 27200000 CONSTRUCTION OF HOSPICE HOUSE false false false A 0 0 27200000 0 17200000 0 68000 0 0 9932000 0 0 2010 true false true true A false false false false 0.00000 0.00000 0.00000 true false A false false false true true false false false false A true Sch K, Part IV, Line 2c, ISSUER NAME: LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY: No Rebate Due. THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 2/25/2014. CHARLES IDELSON BOARD MEMBER OF ORGANIZATION AND PRESIDENT, INVESTOR'S SECURITY TRUST 59800 THE ORGANIZATION HAS AN ACCOUNT WITH INVESTOR'S SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $12,940,800. PAYMENTS TOTALING $59,800 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES. false SAMIRA BECKWITH PRESIDENT AND CEO OF ORGANIZATION, BOARD MEMBER OF INVESTOR'S SECURITY TRUST 59800 THE ORGANIZATION HAS AN ACCOUNT WITH INVESTOR'S SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $12,940,800. PAYMENTS TOTALING $59,800 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES. false RICHARD ACKERT BOARD MEMBER OF ORGANIZATION AND BOARD MEMBER OF INVESTOR'S SECURITY TRUST 59800 THE ORGANIZATION HAS AN ACCOUNT WITH INVESTOR'S SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $12,940,800. PAYMENTS TOTALING $59,800 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES. false BO TURBEVILLE BOARD MEMBER OF ORGANIZATION AND CEO OF ACCENT BUSINESS PRODUCTS 61100 ACCENT BUSINESS PRODUCTS PROVIDED OFFICE MACHINES UNDER LEASE AGREEMENTS, TO WHICH PAYMENTS ARE MADE MONTHLY. PAYMENTS MADE DIRECTLY TOTALED $61,100. false SANDY ROBINSON BOARD MEMBER OF ORGANIZATION AND PRESIDENT, NORTHERN TRUST BANK BRANCH 211700 FEES PAID FOR LINE OF CREDIT TOTALED $147,300 AND INVESTMENT MANAGEMENT FEES TOTALING $45,200 IN CONNECTION WITH THE ORGANIZATION'S INVESTMENT ACCOUNTS. ADDITIONAL BANK FEES PAID TO THE TRUST COMPANY TOTALED $19,200. false X 1013238 MARKET VALUE X 1 1275000 MARKET VALUE 0 false true false Schedule M, Part I, Explanations of reporting method for number of contributions REAL ESTATE - COMMERCIAL: THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED Schedule M, part I, column (b), Line 16, Number of contributions or items contributed. THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED Schedule M, part I, column (b), Line 5, Number of contributions or items contributed. , HOPE HOSPICE NARRATIVE - PART 1 HOPE HOSPICE (LATER RENAMED HOPE HOSPICE AND COMMUNITY SERVICES; HEREAFTER REFERRED TO AS "HOPE") WAS INCORPORATED ON SEPTEMBER 11, 1981, AFTER ITS FORMATION BY A GROUP OF LOCAL VOLUNTEERS, AND LICENSED BY THE STATE OF FLORIDA SINCE 1984. HOPE IS A NOT-FOR-PROFIT, 501 (C)(3)-STATUS COMMUNITY-BASED AGENCY. AT ITS INCEPTION, HOPE HOSPICE SERVED ONLY A FEW PATIENTS EACH DAY IN THE IMMEDIATE FORT MYERS, FLORIDA AREA. TODAY HOPE SERVES MORE THAN 2,000 PEOPLE DAILY IN SOUTHWEST FLORIDA WITH A VARIETY OF CARE PROGRAMS. THROUGH THE YEARS, HOPE'S MISSION AND VISION HAVE BEEN CONSTANT. THE VISION OF HOPE IS TO CREATE AN ENVIRONMENT IN WHICH LIFE'S JOURNEY IS CHERISHED. THE MISSION OF HOPE IS TO PROVIDE EXCEPTIONAL CARE AND SUPPORT TO EVERY INDIVIDUAL AND THEIR LOVED ONES AS THEY FULFILL LIFE'S JOURNEY. HOPE'S VISION AND MISSION ARE SUPPORTED BY ITS PILLARS OF EXCELLENCE: SERVICE - PROVIDE EXTRAORDINARY, TIMELY CARE AND SERVICE QUALITY - PROVIDE EXCELLENCE EACH DAY AND DEMONSTRATE CONTINUOUS IMPROVEMENT STEWARDSHIP - CREATE AND MANAGE THE RESOURCES NEEDED FOR OUR CURRENT AND FUTURE SUCCESS PEOPLE - RECRUIT AND RETAIN STAFF WHO ARE ENGAGED, EMPOWERED AND COMMITTED THE ORGANIZATION'S GOALS ARE TO REMOVE ALL BARRIERS TO ACCESS; TO BE GOOD STEWARDS OF ALL RESOURCES; AND TO PROVIDE THE HIGHEST POSSIBLE QUALITY CARE. HOPE'S GOALS AND INITIATIVES ARE FRAMED IN RESPONSE TO STRATEGIC QUESTIONS, INCLUDING: * HOW DO WE IDENTIFY AND CHANGE HABITS THAT DO NOT SUPPORT GOOD CARE? * HOW DO WE USE LESSONS FROM OTHER INDUSTRIES TO IMPROVE OUR CARE AND SERVICES? * HOW DO WE IMPROVE OUR ABILITY TO REDUCE PAIN AND SUFFERING? * HOW DO WE ENSURE WE ARE THE EMPLOYER OF CHOICE? * HOW DO WE CREATE AND SUSTAIN A CULTURE THAT LEADS TO CONTINUOUS IMPROVEMENT? HOPE MAKES MAKE CERTAIN THAT ITS ORGANIZATIONAL CAPABILITIES ENSURE: * NO NEEDLESS PAIN OR SUFFERING EXISTS IN THE COMMUNITIES WE SERVE * NO HELPLESSNESS FELT BY THOSE WE SERVE * NO UNWANTED WAITING FOR THOSE WE SERVE * NO WASTE OF RESOURCES OR INEFFICIENCIES IN PROVIDING OUR SERVICES "HOPE HOSPICE" BECOMES "HOPE HOSPICE AND COMMUNITY SERVICES" IN SUPPORT OF HOPE'S VISION, MISSION AND GOALS, AN OVERARCHING QUESTION WAS, "HOW CAN WE INCREASE OUR CONTINUUM OF CARE AND SERVICES, GIVING MORE PEOPLE ACCESS TO THE COMFORT AND SAFETY THEY NEED?" TRADITIONALLY, THE STARTING POINT IN HOSPICE CARE IS THE PHYSICIAN'S REFERRAL, INDICATING THE PATIENT HAS ONLY SIX MONTHS OR LESS TO LIVE. BEGINNING AT THE END, LITTLE THOUGHT IS GIVEN TO THE PATIENT'S OVERALL SITUATION AND CIRCUMSTANCE. THIS CAN RESULT IN A LESS THAN OPTIMAL CARE EXPERIENCE AND OUTCOME FOR THE PATIENT AND FAMILY. HOPE LOOKS AT THE ENTIRE PATIENT SITUATION AND CIRCUMSTANCES PRIOR TO DEVELOPING A COMPREHENSIVE PLAN OF CARE. IN RECENT YEARS, HOPE HAS RECOGNIZED THAT THE PALLIATIVE CARE SKILLS OF HOSPICE PROFESSIONALS NEED NOT BE LIMITED TO THE CARE OF THE DYING, IN HOSPICE. THESE SAME SKILLS CAN BE APPLIED TO ALLEVIATE PAIN AND SUFFERING FOR THOSE WHO ARE SERIOUSLY ILL YET NOT AT THE END OF LIFE. HOPE HAS INTRODUCED A NUMBER OF NEW CARE PROGRAMS TO MEET THOSE NEEDS. HOPE'S INNOVATION HAS CREATED A NEW DIMENSION IN HEALTH CARE. HOPE HOSPICE AND COMMUNITY SERVICES PROVIDES A CONTINUUM OF PALLIATIVE CARE SERVICES UNLIKE ANY OTHER HEALTH CARE PROGRAM IN THE UNITED STATES. HOPE'S INNOVATION IS BEST DESCRIBED WITH TWO WORDS: PROACTIVE COORDINATION. EACH CARE PROGRAM AND SERVICE HAS ITS OWN SPECIFIC STAFF, DELIVERING PALLIATIVE CARE IN A SPECIFIC SETTING OR PROGRAM. HOPE IS UNIQUELY APPLYING THE PRINCIPLES OF PALLIATIVE CARE (I.E. TO PREVENT AND RELIEVE SUFFERING WHILE FOCUSING ON THE QUALITY OF LIFE FOR THE INDIVIDUAL) ACROSS A LARGER CONTINUUM OF CARE BEYOND END OF LIFE CARE. HOPE'S PALLIATIVE CARE PHILOSOPHY ENCOMPASSES EVERY ASPECT OF THE INDIVIDUAL'S WELL BEING - BODY, MIND AND SPIRIT. AT THE HEART OF THE PHILOSOPHY IS THE COMMITMENT TO MAKE SURE THE SYSTEM IS WORKING TO MEET SPECIFIC PERSONAL NEEDS, NOT IN TRYING TO MAKE A PATIENT FIT INTO A SYSTEM. SERVICES ARE AVAILABLE TO PEOPLE OF ALL AGES, IN ALL PROGRAMS, WHO ARE TOUCHED BY SERIOUS ILLNESS, REGARDLESS OF THEIR ABILITY TO PAY. THE TEAM INCLUDES PHYSICIANS, NURSES, PHARMACISTS, SOCIAL WORKERS, PERSONAL CARE SPECIALISTS, VOLUNTEERS, CHAPLAINS, HOMEMAKERS, BEREAVEMENT COUNSELORS, MASSAGE THERAPISTS, ART THERAPISTS AND MUSIC THERAPISTS AS NEEDED TO CARE FOR THE INDIVIDUAL NEEDS OF EACH PERSON AND FAMILY. HOPE'S PROGRAMS OF CARE BENEFIT ALL DEMOGRAPHICS. HOPE HOSPICE AND COMMUNITY SERVICES SERVES THE RESIDENTS OF LEE, GLADES, HENDRY, CHARLOTTE, DESOTO AND COLLIER COUNTIES IN SOUTHWEST AND MID-FLORIDA, OF WHICH APPROXIMATELY 76 PERCENT ARE WHITE, 15 PERCENT LATINO, 8 PERCENT AFRICAN-AMERICAN AND 1 PERCENT ASIAN. THE AREA INCLUDES URBAN, SUBURBAN AND RURAL COMMUNITIES. HOSPICE CARE IS USUALLY COVERED BY MEDICARE, MEDICAID OR INSURANCE, ALTHOUGH HOPE PROVIDES HOSPICE CARE TO EVERYONE IN NEED REGARDLESS OF AGE, ETHNICITY, TYPE OF ILLNESS, THE ABILITY TO PAY OR ANY OTHER LIFE CIRCUMSTANCES. THIS COMPREHENSIVE, COORDINATED PROGRAM OF CARE IS OFFERED TO THEM BY NO ONE ELSE IN THE ENTIRE AREA. IT IS OF GREAT BENEFIT TO MANY IN THE COMMUNITY WHO ARE PARTICULARLY VULNERABLE IN THESE TIMES OF A DOWN TURNED ECONOMY AND AN UNCERTAIN FUTURE FOR US HEALTH CARE, INCLUDING THOSE WITH NO MEDICAL COVERAGE; NO FINANCIAL RESOURCES WHATSOEVER; THE HOMELESS; VETERANS AND OTHERS. HOPE'S ARRAY OF SERVICES HOPE HOSPICE: END-OF-LIFE CARE FOR PEOPLE OF ALL AGES AND THEIR FAMILIES, PROVIDED REGARDLESS OF THEIR ABILITY TO PAY. HOPE CONNECTIONS: FOR MANY RURAL RESIDENTS OF GLADES AND HENDRY COUNTIES, THE ONLY SOURCE OF WARM MEALS, BALANCED NUTRITION, AND PERSONAL CARE AT HOME. HOPE KIDS CARE: ENABLES CHILDREN WITH POTENTIALLY LIFE-LIMITING CONDITIONS TO BENEFIT FROM PALLIATIVE CARE WITHOUT HOSPICE ENROLLMENT. PAIN AND SYMTOM MANAGEMENT, IN-HOME CARE, COUNSELING AND RESPITE CARE. THE RAINBOW TRAILS BEREAVEMENT CAMP ENABLES GRIEVING CHILDREN TO COPE WITH THE LOSS OF A LOVED ONE. THE CAMP IS PROVIDED AT NO COST TO THE FAMILY. HOPE PACE: THE ALL-INCLUSIVE PROGRAM OF CARE FOR THE ELDERLY. FOR PEOPLE 55 AND OLDER WHO ARE CHRONICALLY ILL OR FRAIL ELDERLY WHO ARE ELIGIBLE FOR NURSING HOME CARE BUT WANT TO REMAIN AT HOME. ALL MEDICAL SERVICES PROVIDED AT HOME AND AT FOUR HOPE PACE CENTERS. HOPE COMFORT CARE: CARE MANAGEMENT AND SUPPORT FOR THOSE WITH SERIOUS ILLNESS. THE HOPE PARKINSON PROGRAM: THE ONLY PROGRAM IN LEE COUNTY FLORIDA PROVIDING RESOURCES, SERVICES AND FAMILY SUPPORT AT NO COST TO THOSE WHO SUFFER FROM THIS DISEASE. HOPE VISITING NURSES: HOME HEALTH CARE, PRIVATE DUTY NURSING AND HOME HEALTH AIDE SERVICES. HOPE HEALING HEARTS: COUNSELING AND SUPPORT FOR THOSE WHO HAVE EXPERIENCED THE LOSS OF A LOVED ONE. THE COMMUNITY HAS ENTHUSIASTICALLY WELCOMED HOPE'S ARRAY OF QUALITY-OF-LIFE, COORDINATED CARE PROGRAMS THAT FOCUS ON MEETING THEIR NEEDS. , HOPE HOSPICE NARRATIVE - PART 2 ENSURING QUALITY CARE IN NOVEMBER 2010, THE DARTMOUTH INSTITUTE FOR HEALTH POLICY AND CLINICAL PRACTICE PUBLISHED A STUDY TITLED "QUALITY OF END-OF-LIFE CANCER CARE FOR MEDICARE BENEFICIARIES." ACCORDING TO THE REPORT, 75.6 PERCENT OF CANCER PATIENTS IN THE FORT MYERS AREA WHO DIED DURING THE PERIOD FROM 2003 TO 2007 USED HOSPICE SERVICES DURING THEIR LAST MONTH OF LIFE - DRAMATICALLY ECLIPSING THE NATIONAL FIGURE OF 55 PERCENT, AND AMONG THE HIGHEST RANKINGS OF ALL HOSPICES. HOPE IS THE ONLY HOSPICE SERVING THE FORT MYERS AREA. ALL OF HOPE'S SERVICES AND PROGRAMS COORDINATE CARE ALONG THE CONTINUUM USING THE PRINCIPLES OF PALLIATIVE CARE. EACH SERVICE IS MEASURED FOR ITS EFFECTIVENESS AND BENEFIT TO PATIENTS AND FAMILIES. OUTCOME MEASUREMENTS ARE IN PLACE THROUGHOUT THE CONTINUUM AS PART OF THE ONGOING QUALITY IMPROVEMENT PLAN. IN ADDITION TO REGULAR, INTENSIVE REVIEW OF ALL ACTIVITIES, HOPE CONDUCTS FREQUENT AND REGULAR PATIENT SURVEYS IN PATIENTS' HOMES, IN NURSING AND ASSISTED LIVING FACILITIES AND IN HOPE HOSPICE HOUSES. THESE PATIENT SURVEYS FOCUS ON: PAIN AND SYMPTOM CONTROL; STAFF SENSITIVITY; WHETHER EXPRESSIVE AND INTEGRATIVE THERAPIES WERE OFFERED; EXTENDED HOURS SERVICES AND SUPPORT; AND WHETHER MEDICAL EQUIPMENT AND SUPPLIES MET NEEDS. OUTCOMES ARE ALSO MEASURED BY THE COMMUNITY HEALTH ACCREDITATION PROGRAM (CHAP), THE NATIONAL LEADER IN IMPROVING THE QUALITY OF CARE IN THE HOME CARE INDUSTRY. ONE OF CHAP'S PRIMARY OBJECTIVES IS TO ENABLE HOSPICES AND OTHER HEALTH CARE ORGANIZATIONS TO DEVELOP AND MAINTAIN STATE-OF-THE ART NATIONAL STANDARDS OF EXCELLENCE. DURING THEIR EXHAUSTIVE REVIEW OF HOPE'S OPERATIONS, CHAP DISCOVERED WHAT MAKES THE ORGANIZATION GREAT. HOPE'S HIGH SCORE WAS "EXTREMELY RARE," THEY SAID, FOR SEVERAL REASONS, INCLUDING: HIGH EMPLOYEE MORALE AND JOB SATISFACTION WHICH CONTRIBUTES TO A POSITIVE WORK ENVIRONMENT; EXPERIENCED MANAGEMENT TEAM AND BOARD OF DIRECTORS WHO ARE COMMITTED TO QUALITY CARE AND STANDARDS OF EXCELLENCE; AND COLLABORATION WITH THE EDUCATIONAL COMMUNITY TO INCREASE STUDENTS' AWARENESS OF PALLIATIVE CARE OPPORTUNITIES. INNOVATION IN HEALTHCARE: MEETING THE CHALLENGES IN 2008, HOPE HOSPICE AND COMMUNITY SERVICES WAS AMONG THE COUNTRY'S FIRST RECIPIENTS OF THE QUALITY IN PALLIATIVE CARE LEADERSHIP AWARD, IN RECOGNITION OF ITS INNOVATIVE PATIENT CARE. THE LEADERSHIP AWARD IS PRESENTED BY THE NATIONAL CONSENSUS PROJECT FOR QUALITY CARE AND THE NATIONAL QUALITY FORUM TO ORGANIZATIONS WORKING TO IMPROVE THE QUALITY OF AMERICAN HEALTH CARE. HOPE WAS ONE OF ONLY NINE HEALTH CARE ORGANIZATIONS IN THE COUNTRY TO BE HONORED IN THE AWARD'S FIRST YEAR. HOPE RECEIVED THE CIRCLE OF LIFE AWARD IN 2004 FOR ITS INNOVATIVE PROGRAM THAT IMPROVES THE CARE OF INDIVIDUALS AT THE END OF LIFE AND ITS STRATEGY TO MAKE SERVICES AVAILABLE TO ANYONE WHO NEEDS HOSPICE CARE, REGARDLESS OF AGE, DIAGNOSIS, OR ABILITY TO PAY. HOPE WAS RECOGNIZED IN 2003 BY THE AMERICAN PHARMACISTS ASSOCIATION FOUNDATION FOR ITS INNOVATIVE AND VISIONARY APPROACH IN DELIVERING A CONSISTENTLY HIGH LEVEL OF CARE TO ITS PATIENTS. THE RECIPIENTS ARE RECOGNIZED FOR PIONEERING INNOVATIVE WAYS TO IMPROVE THE MEDICATION USE PROCESS AND INCREASE COMMUNICATION BETWEEN ALL MEMBERS OF THE HEALTH CARE TEAM. BECAUSE OF THE SIGNIFICANT PUBLIC HEALTH PROBLEM ASSOCIATED WITH THE INAPPROPRIATE USE OF MEDICATIONS, HOPE PIONEERED INNOVATIVE WAYS TO IMPROVE THE MEDICATION USE PROCESS AND INCREASE COMMUNICATION AMONG ALL MEMBERS OF THE HEALTH CARE TEAM. HOPE HOSPICE CREATED, IMPLEMENTED AND MAINTAINS A COLLABORATIVE PRACTICE MEDICATION AND MANAGEMENT SYSTEM TO MANAGE MEDICATION THERAPY. IT INVOLVES PHARMACISTS, HOPE PHYSICIANS AND NURSES, MANY INDEPENDENT REFERRING PHYSICIANS, AND INDEPENDENT CLINICAL PHARMACY AND MEDICATION DISTRIBUTION SYSTEMS LINKED TOGETHER BY WEB-BASED DOCUMENTATION AND COMMUNICATION TOOLS. USING INTEGRATED, STATE-OF-THE-ART TECHNOLOGY THAT ENABLES PROFESSIONALS FROM DIFFERENT DISCIPLINES TO PARTICIPATE IN A PATIENT'S CARE AND MAKE INFORMED DECISIONS BASED ON CURRENT INFORMATION, HOPE IS ABLE TO DELIVER AND UNPARALLELED LEVEL OF QUALITY CARE TO ITS PATIENTS. THE FUTURE OF HOPE AND THE FUTURE OF HEALTHCARE THE UNITED STATES IS BEING CHALLENGED AS NEVER BEFORE TO MAKE THE BEST USE OF OUR RESOURCES IN HEALTHCARE IN ORDER TO BEST MEET THE CHANGING AND INCREASING NEEDS OF THE PEOPLE IN OUR COMMUNITIES. HEALTHCARE PROVIDERS MUST MAKE VERY CAREFUL AND STRATEGIC DECISIONS TO ENSURE THAT FUTURE NEEDS WILL BE MET. HOPE HAS TAKEN A LEADERSHIP ROLE IN RAISING AWARENESS AND SHAPING POLICY ON THE STATE AND NATIONAL LEVELS. HOPE'S PRESIDENT AND CEO, SAMIRA K. BECKWITH WAS APPOINTED BY FLORIDA GOVERNOR JEB BUSH TO HELP THE STATE CONCENTRATE ON PROVIDING MORE SERVICES TO ENHANCE THE QUALITY OF LIFE FOR SENIOR CITIZENS. GOVERNOR RICK SCOTT APPOINTED BECKWITH TO HIS HEALTH AND HUMAN SERVICES TRANSITION TEAM, TO ADDRESS MEDICAID REFORM, HEALTH, HEALTH-CARE ADMINISTRATION, CHILDREN AND FAMILIES, ELDER AFFAIRS, PERSONS WITH DISABILITIES AND VETERANS' AFFAIRS. BECKWITH ADDRESSED THE 2015 NATIONAL SUMMIT ON ADVANCED ILLNESS CARE: DRIVING CHANGE THROUGH LEADERSHIP, EVIDENCE AND ACTION IN WASHINGTON, D.C., SERVING ON A PANEL TITLED, "THE CONTINUUM OF CARE," WHERE SHE SHARED HOPE AS A MODEL FOR PROVIDING EXCEPTIONAL CARE AND SUPPORT TO INDIVIDUALS AND THEIR LOVED ONES AS THEY FULFILL LIFE'S JOURNEY. IN 2014, BECKWITH PARTICIPATED IN A U.S. SENATE SPECIAL COMMITTEE ON AGING PANEL IN WASHINGTON, D.C. THAT FOCUSED ON END-OF-LIFE ISSUES AND HOW THE PRIVATE SECTOR AND GOVERNMENT CAN BE MORE RESPONSIVE TO PATIENTS AND THEIR FAMILIES. HOPE WILL CONTINUE TO APPLY THE PRINCIPLES OF PALLIATIVE CARE ACROSS A LARGER CONTINUUM BEYOND END-OF-LIFE CARE, IN SEARCH OF NEW OPPORTUNITIES TO PROVIDE CARE TO MORE PEOPLE. FORM 990, PART III, LINE 4C, HOPE HOSPICE'S PACE PROGRAM PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES ARE PROVIDED TO THE FRAIL ELDERLY THROUGH HOPE PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY), ENABLING THEM TO CONTINUE TO LIVE INDEPENDENTLY AT HOME. UPON ENROLLMENT, PARTICIPANTS MAY RECEIVE: - PRIMARY MEDICAL AND NURSING CARE - OCCUPATIONAL, PHYSICAL AND SPEECH THERAPY - MEDICATIONS AND MEDICAL EQUIPMENT - LABORATORY AND DIAGNOSTIC SERVICES - ALL NECESSARY PRESCRIPTION DRUGS - SKILLED HOME CARE AND PERSONAL CARE AIDES - HOSPITALIZATION, SKILLED NURSING FACILITY CARE AND END-OF-LIFE CARE -CARE FROM MEDICAL SPECIALISTS IN CARDIOLOGY, NEPHROLOGY, OPHTHALMOLOGY, DERMATOLOGY, ORTHOPEDICS, SURGERY AND PODIATRY - TRANSPORTATION TO MEDICAL APPOINTMENTS CURRENTLY SERVING APPROXIMATELY 260 CLIENTS THE ORIGINAL HOPE PACE PROGRAM IS LOCATED IN FORT MYERS. A CENTER IS NOW OPEN IN PORT CHARLOTTE, LEHIGH ACRES AND NAPLES. INCLUDED IN THE PACE PROGRAM IS AN ADULT DAY HEALTH PROGRAM THAT PROVIDES CLIENTS WITH ASSISTANCE WITH DAILY ACTIVITIES IN A CENTER SETTING. LIGHT EXERCISE SESSIONS HELP THE CLIENTS TO MAINTAIN BODY STRENGTH, PRIMARILY FOR BALANCE AND FALL PREVENTION. THE DAY ALSO INCLUDES REST PERIODS, GAMES, CRAFTS, GARDENING, ART, MUSIC AND PET THERAPY, AND EVEN DANCING IF DESIRED. A WARM LUNCH AND SNACKS ARE SERVED. PHYSICAL AND OCCUPATIONAL THERAPIES ARE AVAILABLE, AND A NURSE IS ALWAYS ON SITE. Form 990, Part VI, Sec A, Line 1a, Delegate broad authority to a committee DURING THE YEAR THE BOARD OF DIRECTORS DELEGATED BROAD AUTHORITY TO ACT ON ITS BEHALF TO AN EXECUTIVE COMMITTEE COMPOSED OF THE CHAIR, VICE CHAIR, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO HANDLE ANY MATTERS REFERRED TO IT BY THE BOARD OF DIRECTORS. IN ADDITION, IT IS AUTHORIZED ALL POWERS OF THE BOARD DURING THE INTERVAL BETWEEN MEETINGS OF THE BOARD, EXCEPT AND EXCLUDING PURCHASE, SALE, LEASE OR ENCUMBERING OF REAL PROPERTY. Form 990, Part VI, Sec A, Line 2, Family/business relationships amongst interested persons CHARLES IDELSON, SAMIRA BECKWITH, RICHARD ACKERT - BUSINESS RELATIONSHIP Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body A COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF DIRECTOR'S ON MAY 19, 2015, PRIOR TO ITS FILING WITH THE IRS. IN ADDITION, THE MANAGEMENT PRESENTED A FORM 990 SUMMARY REPORT AT THIS MEETING. Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy AS ORGANIZATION PERSONNEL, MEMBERS OF THE GOVERNING BODY AND ADVISORY BOARDS ARE COVERED UNDER ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN THE EVENT THAT A SITUATION ARISES WHEREBY AN EMPLOYEE HAS A CONFLICT OF INTEREST, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE PRESIDENT/CEO. DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST AND THE PRESIDENT/CEO'S DECISION REGARDING THE ACTIONS WILL BE NOTED IN A FILE KEPT BY THE PRESIDENT/CEO. IN THE EVENT A SITUATION EXISTS WHEREBY A MEMBER OF THE GOVERNING BODY OR ADVISORY COMMITTEE HAS A CONFLICT OF INTEREST, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE GOVERNING BODY. THE GOVERNING BODY WILL THEN RENDER A DECISION OF THAT MEMBER'S ELIGIBILITY TO VOTE ON ANY PARTICULAR ISSUE. DISCLOSURE OF A POTENTIAL CONFLICT AND THE GOVERNING BODY'S DECISION REGARDING THE CONFLICT WILL BE NOTED IN THE MINUTES Form 990, Part VI, Sec B, Line 15a, Process to establish compensation of top management official THE PRESIDENT/CEO'S COMPENSATION IS ESTABLISHED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE UTILIZES DATA PROVIDED BY INDEPENDENT COMPENSATION CONSULTANT STUDIES TO PROVIDE A BASIS FOR COMPARISON. ADDITIONALLY, AN APPRAISAL OF PERFORMANCE IS ALSO DISCUSSED WITH ALL BOARD MEMBERS. THE APPROVAL OF THE PRESIDENT/CEO'S COMPENSATION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. Form 990, Part VI, Sec B, Line 15b, Process to establish compensation of other employees THE ORGANIZATION HAS A COMPENSATION PROGRAM WHICH APPLIES TO ALL PERSONNEL EXCEPT THE PRESIDENT/CEO. THE POLICIES AND PROCEDURES DEFINE THE GENERAL RULES OF OPERATION OF THE COMPENSATION PROGRAM AND THE PRESIDENT/CEO AND BOARD RETAINS THE AUTHORITY TO REVISE THE POLICY AS NEEDED FOR THE EFFECTIVE MANAGEMENT OF THE PROGRAM. THE COMPENSATION PROGRAM WAS INITIALLY DEVELOPED BY AN INDEPENDENT HUMAN RESOURCE CONSULTANT AND IS REVIEWED AS NEEDED. THE SALARY STRUCTURE IS REVIEWED ANNUALLY. Form 990, Part VI, Sec C, Line 19, Required documents available to the public THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. HOWEVER, THE FEDERAL FORM 990 IS AVAILABLE UPON REQUEST. Form 990 , Part XI, Line 9, Other changes in net assets or fund balances ROUNDING - -381; FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT/AUDITOR SELECTION THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. VISITING NURSES ASSOCIATION OF SW FLORIDA 3653 CENTRAL AVENUE FORT MYERS FL 33901 596175593 TO PROVIDE HOME AND COMMUNITY BASED HEALTH CARE SERVICES. FL 501(C)(3) 9 HOPE HOSPICE & COMMUNITY SERVICES INC true false false false true false false false false false false false false false true true false false false false VISITING NURSES ASSOCIATION OF SW FLORIDA INC O 902564 ORGANIZATION ACCOUNTING RECORDS VISITING NURSES ASSOCIATION OF SW FLORIDA INC D 936414 ORGANIZATION'S ACCOUNTING RECORDS