THE ELIZABETH HOSPICE FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE ELIZABETH HOSPICE FOUNDATION (EIN 82-0549103)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-16
- IRS object ID
- 201543209349305029
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T10:20:52-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208295356 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDFERN & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 631 3RD ST STE 102 | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920246776 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820549103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELIZABETH HOSPICE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 7607372050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LA TERRAZA BLVD SUITE 130 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920253876 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIPRIAN SKAVINSKI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7607372050 | PhoneNum |
| Signature | 2015-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL REDFERN CPA | PreparerPersonNm |
| PTIN | P00743084 | PTIN |
| Phone | 7606341120 | PhoneNum |
| Preparation | 2015-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANET JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SAME AS C ABOVE | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920253876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,012,331 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ELIZABETHHOSPICE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT, PROMOTE, AND STRENGTHEN THE DELIVERY OF CARE AND SERVICES PROVIDED BY THE ELIZABETH HOSPICE, INC. TO THE TERMINALLY ILL AND THEIR FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,221,836 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,759,422 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $824,831 | PYInvestmentIncomeAmt |
| CY Investment Income | $595,199 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,046,667 | PYTotalRevenueAmt |
| CY Total Revenue | $2,354,621 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $154,198 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $153,593 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $91,836 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,300,233 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,058,707 | PYOtherExpensesAmt |
| CY Other Expenses | $1,739,084 | CYOtherExpensesAmt |
| PY Total Expenses | $1,212,905 | PYTotalExpensesAmt |
| CY Total Expenses | $1,984,513 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,833,762 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $370,108 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,792,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,608,297 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,495,856 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,286,760 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,296,299 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,321,537 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORT, PROMOTE, AND STRENGTHEN THE DELIVERY OF CARE AND SERVICES PROVIDED BY THE ELIZABETH HOSPICE, INC. TO THE TERMINALLY ILL AND THEIR FAMILIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $378,647 | ExpenseAmt |
| Grant | $153,593 | GrantAmt |
| Desc | OBTAIN AND PROVIDE FUNDS AND FUNDING RESOURCES IN SUPPORT OF THE ELIZABETH HOSPICE'S PROGRAMS AND SERVICES. | Desc |
| Total Program Service Expenses | $378,647 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIPRIAN SKAVINSKI | PersonNm |
| Phone | 7607372050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LA TERRAZA BLVD SUITE 130 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920253876 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| THEODORE DAVIS | |||||||
| INVESTMENT C | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG DAWSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL HARTNEY | |||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FAYE HINES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY KLOEHN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| DAN LAFRAMBOISE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA LANGE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| BRUCE MCCARTY | |||||||
| AUDIT CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK RAYMOND | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANET JONES | |||||||
| PRESIDENT | 1.00 | $62,549 | $187,646 | $18,662 | 40.00 | Yes (X) | |
| KIPRIAN SKAVINSKI | |||||||
| TREASURER | 1.00 | $24,491 | $138,784 | $4,691 | 40.00 | Yes (X) | |
| CHERYL FARST | |||||||
| CORPORATE SE | 1.00 | $0 | $68,504 | $7,492 | 40.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $87,040 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $394,934 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,845 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $10,810 | FederatedCampaignsAmt |
| All Other Contributions | $1,748,612 | AllOtherContributionsAmt |
| Noncash Contributions | $6,067 | NoncashContributionsAmt |
| Total Contributions | $1,759,422 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $464,287 | TotalRevenueColumnAmt |
| Exclusion | $464,287 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $788,622 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $657,710 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $130,912 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,912 | TotalRevenueColumnAmt |
| Exclusion | $130,912 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,354,621 | TotalRevenueColumnAmt |
| Exclusion | $595,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,593 | TotalAmt |
| Program Services | $153,593 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,836 | TotalAmt |
| Fundraising | $91,836 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,800 | TotalAmt |
| Fundraising | $488,800 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,484 | TotalAmt |
| Program Services | $33,242 | ProgramServicesAmt |
| Management And General | $33,242 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,579 | TotalAmt |
| Management And General | $80,579 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,757 | TotalAmt |
| Fundraising | $200,757 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,716 | TotalAmt |
| Program Services | $79,516 | ProgramServicesAmt |
| Management And General | $79,516 | ManagementAndGeneralAmt |
| Fundraising | $1,684 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,478 | TotalAmt |
| Program Services | $3,651 | ProgramServicesAmt |
| Management And General | $3,651 | ManagementAndGeneralAmt |
| Fundraising | $23,176 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,855 | TotalAmt |
| Program Services | $22,427 | ProgramServicesAmt |
| Management And General | $22,428 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,945 | TotalAmt |
| Program Services | $51,907 | ProgramServicesAmt |
| Management And General | $51,905 | ManagementAndGeneralAmt |
| Fundraising | $133 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,210 | TotalAmt |
| Program Services | $3,390 | ProgramServicesAmt |
| Management And General | $3,390 | ManagementAndGeneralAmt |
| Fundraising | $6,430 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,693 | TotalAmt |
| Program Services | $30,846 | ProgramServicesAmt |
| Management And General | $30,847 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FUNDRAISING EVENT EXPENSE | $463,448 | $463,448 | ||
| DUES & LICENSES | $23,702 | $23,702 | ||
| RECRUITING & TRAINING | $267 | $267 | ||
| TAX FILING FEES | $150 | $75 | $75 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,984,513 | TotalAmt |
| Program Services | $378,647 | ProgramServicesAmt |
| Management And General | $305,633 | ManagementAndGeneralAmt |
| Fundraising | $1,300,233 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,694 | BOYAmt |
| EOY | $70,890 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,416 | BOYAmt |
| EOY | $292,184 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220 | BOYAmt |
| EOY | $220 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,211 | BOYAmt |
| EOY | $145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,941,147 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $403,075 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,599,765 | BOYAmt |
| EOY | $2,538,072 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,503,164 | BOYAmt |
| EOY | $3,345,443 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,034,685 | BOYAmt |
| EOY | $6,361,343 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,792,155 | BOYAmt |
| EOY | $12,608,297 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,495,856 | BOYAmt |
| EOY | $1,286,760 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,495,856 | BOYAmt |
| EOY | $1,286,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,266,008 | BOYAmt |
| EOY | $8,213,927 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $449,964 | BOYAmt |
| EOY | $527,283 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,580,327 | BOYAmt |
| EOY | $2,580,327 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,296,299 | BOYAmt |
| EOY | $11,321,537 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,792,155 | BOYAmt |
| EOY | $12,608,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $370,108 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$344,870 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,009,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $599,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,727,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,221,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,759,422 | CurrentTaxYearAmt |
| Total | $7,317,420 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,009,507 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $599,571 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,727,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,221,836 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,759,422 | CurrentTaxYearAmt |
| Total | $7,317,420 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,454,457 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,862,963 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,379 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $330,878 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $348,172 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $560,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $464,287 | CurrentTaxYearAmt |
| Total | $1,945,366 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,262,786 | TotalSupportAmt |
| Public Support CY170 | 0.63300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,098,283 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $145,624 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $136,297 | OtherExpendituresAmt |
| End Year Balance | $3,107,610 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,012,265 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $345,388 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $259,370 | OtherExpendituresAmt |
| End Year Balance | $3,098,283 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,765,247 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $332,018 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,000 | OtherExpendituresAmt |
| End Year Balance | $3,012,265 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,810,032 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,004 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,781 | OtherExpendituresAmt |
| End Year Balance | $2,765,247 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,663,424 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $348,655 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $202,047 | OtherExpendituresAmt |
| End Year Balance | $2,810,032 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $879,235 | OtherCostOrOtherBasisAmt |
| Book Value | $879,235 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,044,144 | OtherCostOrOtherBasisAmt |
| Depreciation | $388,075 | DepreciationAmt |
| Book Value | $1,656,069 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,000 | DepreciationAmt |
| Book Value | $2,768 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,538,072 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $6,326,158 | F |
| MONEY MARKET FUNDS | $31,629 | F |
| PREFERRED/FIXED RATE CAP SECS | $3,556 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,361,343 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $35,535,809 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$344,870 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $12,029 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $33,594,608 | OtherRevenueAmt |
| Revenue Not Reported | $33,261,767 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,274,042 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $80,579 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $80,579 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,354,621 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,272,434 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $12,029 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $34,356,471 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $34,368,500 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,903,934 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $80,579 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $80,579 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,984,513 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | REVENUES FROM RELATED ORGANIZATION 34,160,201 EXPENSES NETTED WITH RELATED REVENUE -124,075 ELIMINATING ENTRIES PER CONSOLIDATED GAAP STATEMENTS -441,915 INVESTMENT RETURN FROM RELATED ORGANIZATION 397 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | EXPENSES FROM RELATED ORGANIZATION 34,922,461 ELIMINATING ENTRIES PER CONSOLIDATED GAAP STATEMENTS -441,915 EXPENSES NETTED WITH RELATED REVENUE -124,075 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELIZABETH HOSPICE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LA TERRAZA BLVD SUITE 130 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920253876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 953275679 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $153,593 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANT IS TO RELATED ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|
| JANET JONES | ||||||
| PRESIDENT | $62,549 | $187,646 | $4,665 | $13,997 | $67,214 | $201,643 |
| KIPRIAN SKAVINSKI | ||||||
| TREASURER | $24,491 | $138,784 | $704 | $3,987 | $25,195 | $142,771 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED ITS AUTHORITY TO THE AUDIT COMMITTEE OF THE BOARD TO REVIEW, RECOMMEND, AND APPROVE THE 990 TAX RETURNS PRIOR TO FILING. ONCE THE RETURN HAS BEEN PREPARED, THE CONTROLLER AND CFO REVIEW FOR ACCURACY. ONCE THIS REVIEW HAS BEEN PERFORMED, THE DRAFT RETURN IS PRESENTED TO THE AUDIT COMMITTEE FOR APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS, OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS, OR KEY EMPLOYEES. ALL EMPLOYEES ARE REPORTED AND PAID BY THE ELIZABETH HOSPICE, INC., A RELATED ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS, OR KEY EMPLOYEES. ALL EMPLOYEES ARE REPORTED AND PAID BY THE ELIZABETH HOSPICE, INC., A RELATED ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE FOR VIEWING UPON REQUEST AT 500 LA TERRAZA BLVD, SUITE 130, ESCONDIDO, CA 92025-3876. |
| FORM 990, PART IX, LINE 11G | CONSULTING EXPENSE 0 0 182,007 CONTRACT LABOR 0 0 18,750 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELIZABETH HOSPICE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 LA TERRAZA BLVD SUITE 130 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 920253876 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953275679 | EIN |
| Primary Activities | HOSPICE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 9 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE ELIZABETH HOSPICE INC | ||
| B | $153,593 | FAIR MARKET VALUE |
| THE ELIZABETH HOSPICE INC | ||
| N | $288,322 | FAIR MARKET VALUE |