2026-01-22T10:27:53-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-07-01 953275679 THE ELIZABETH HOSPICE INC ELIZ 7607372050 800 W VALLEY PKWY 100 ESCONDIDO CA 92025 SARAH MCSPADDEN PRESIDENT & CEO 7607372050 2026-01-22 1 1 LISA N RYSSEL CPA P00643670 7149781300 2026-01-09 2024 2025-03-06 01:10:19Z SARAH MCSPADDEN 800 W VALLEY PKWY 100 ESCONDIDO CA 92025 48932372 0 X ELIZABETHHOSPICE.ORG X 1978 CA TO ENHANCE THE QUALITY OF LIFE FOR THOSE NEARING THE END OF LIFE'S JOURNEY AND FOR THOSE WHO GRIEVE THROUGH MEDICAL, EMOTIONAL, AND SPIRITUAL SUPPORT. 10 9 294 477 0 0 2307794 5912727 30273110 29246732 1047738 1795673 281328 100586 33909970 37055718 0 0 0 0 24012843 24771295 0 0 948422 10228672 11126907 34241515 35898202 -331545 1157516 57629373 60930704 14910967 15133118 42718406 45797586 X TO ENHANCE THE QUALITY OF LIFE FOR THOSE NEARING THE END OF LIFE'S JOURNEY AND FOR THOSE WHO GRIEVE. 0 0 20183962 0 29246732 FOR MORE THAN 48 YEARS, THE ELIZABETH HOSPICE, HAS BEEN RECOGNIZED AS A PIONEER IN THE HOSPICE INDUSTRY. WE ARE AN EXPERIENCED COMMUNITY RESOURCE PROVIDING HIGH-QUALITY CARE AND SUPPORT TO PEOPLE FACING THE CHALLENGES BROUGHT ON BY ADVANCED SERIOUS ILLNESSES. OUR SERVICES FOR CHILDREN AND ADULTS INCLUDE HOSPICE CARE FOR THOSE WITH A PROGNOSIS OF SIX MONTHS OR LESS; PALLIATIVE CARE FOR THOSE LIVING WITH A CHRONIC ADVANCED SERIOUS ILLNESS WHO ARE NOT HOSPICE ELIGIBLE; AND, COMPREHENSIVE GRIEF SUPPORT FOR PATIENTS, FAMILY AND THE GENERAL COMMUNITY. SINCE 1978, WE HAVE TOUCHED THE LIVES OF MORE THAN 150,000 PEOPLE IN SAN DIEGO COUNTY AND SOUTHWEST RIVERSIDE COUNTY. THE ELIZABETH HOSPICE IS AN INDEPENDENT, NONPROFIT ORGANIZATION THAT RELIES ON CHARITABLE CONTRIBUTIONS TO ENSURE THAT SERVICES ARE AVAILABLE TO ALL WHO NEED THEM, REGARDLESS OF INSURANCE COVERAGE OR THEIR ABILITY TO PAY. ALL DONATIONS SUPPORT OUR LOCAL PROGRAMS INCLUDING THE GRIEF SUPPORT PROGRAMS OPEN TO ALL IN THE COMMUNITY AND DO NOT REQUIRE A HOSPICE AFFILIATION. 6365449 0 0 CHILDREN'S GRIEF SUPPORT; THIS PROGRAM IS A SPECIALIZED CHILDREN'S BEREAVEMENT PROGRAM. IT IS UNIQUE IN SAN DIEGO COUNTY. OUR TRAINED COUNSELORS AND FACILITATORS ARE A COMMUNITY RESOURCE FOR ALL GRIEVING CHILDREN (3 TO 17 YEARS OLD) AND THEIR CAREGIVERS. THERE IS NO COST TO PARTICIPATE. A HOSPICE AFFILIATION IS NOT REQUIRED. THERE ARE FIVE COMPONENTS TO THE PROGRAM: INDIVIDUAL COUNSELING; PEER GROUPS CONDUCTED AT OUR CHILDREN'S CENTERS; SCHOOL-BASED ON-CAMPUS SUPPORT IN 25 SCHOOL DISTRICTS (8-WEEK STUDENT PEER GROUPS AND TRAINING FOR SCHOOL STAFF ON HOW TO SUPPORT GRIEVING STUDENT); CRISIS CARE TO ORGANIZATIONS AND SCHOOLS WHEN THERE IS A COMMUNITY TRAGEDY; AND, TWO ANNUAL GRIEF CAMPS. 1045319 0 36281 THE ELIZABETH HOSPICE OFFERS COMPREHENSIVE GRIEF COUNSELING FOR ALL AGES. THESE SERVICES ARE OPEN TO ALL IN THE COMMUNITY REGARDLESS OF HOW THEIR LOVED ONE DIED. IT DOES NOT REQUIRE A PATIENT AFFILIATION TO ACCESS SERVICES. INDIVIDUAL COUNSELING AND GROUP SUPPORT ARE AVAILABLEAT OUR FACILITIES IN TEMECULA, MISSION VALLEY, CARLSBAD AND ESCONDIDO. SUPPORT GROUPS INCLUDE GENERAL GRIEF SUPPORT, SPOUSAL LOSS, CHILD LOSS, INFANT LOSS AND PARENT LOSS AS WELL AS A COMPREHENSIVE PROGRAM TO ADDRESS CHILDREN'S GRIEF. 27594730 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 85 0 1 294 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DEENA NELSON 7607963716 800 WEST VALLEY PKWY ESCONDIDO CA 92025 SARAH MCSPADDEN PRESIDENT/ CEO 40.00 X X 329470 0 30416 DOUG DAWSON CHAIRMAN 1.00 X X 0 0 0 ELIZABETH MCCANN TREASURER 1.00 X X 0 0 0 KIPRIAN SKAVINSKI SECRETARY 1.00 X X 0 0 0 MICHAEL MCDUFFIE DIRECTOR 0.50 X 0 0 0 DAVE MASON DIRECTOR 0.50 X 0 0 0 TAMMY MORITA DIRECTOR 0.50 X 0 0 0 GEORGE OLMSTEAD DIRECTOR 0.50 X 0 0 0 GLENN PANZER DIRECTOR 0.50 X 0 0 0 CYNTHIA ROBERTSON DIRECTOR 0.50 X 0 0 0 CHERYL FARST CAO 40.00 X 173314 0 14432 DEENA NELSON CFO 40.00 X 286284 0 15901 PATRICIA PUTZBACH COO 40.00 X 222339 0 17469 MARY KATE O'CONNELL CPO 40.00 X 222254 0 14557 JEAN LOO-RUSSO CPO 40.00 X 190697 0 15039 CHARLES VON GUNTEN CMO 40.00 X 374052 0 5420 PAM MATA RN 40.00 X 192035 0 15685 CAROL BOS SR. DIRECTOR OF CLINICAL SERVICES 40.00 X 189636 0 13436 PAUL MARTINEZ DIRECTOR SALES AND MARKETING 40.00 X 160940 0 29262 ROBIN SHORT DIRECTOR OF ADMISSIONS 40.00 X 156549 0 18542 SHANNON BAGNASCO NURSE PRACTITIONER 40.00 X 154812 0 14204 2652382 0 204363 53 0 1 0 OPTUM HOSPICE PHARMACY SERVICE PO BOX 847222 LOS ANGELES CA 90084 PHARMACY SERVICES 729148 AYA HEALTHCARE PO BOX 123519 DEPT 3519 DALLAS TX 753123519 NURSING SERVICES 405145 BONNIE DAVIS 6783 ALAMO COURT LA MESA CA 91942 PHYSICIAN SERVICES 245547 BOGGELN LAURENCE HENRY MD 45855 CORTE CARMELLO TEMECULA CA 92592 PHYSICIAN SERVICES 227279 POINT LOMA REHABILITATION 3202 DUKE ST SAN DIEGO CA 92110 NURSING SERVICES 155356 10 1046 5911681 20933 5912727 HOSPICE SERVICES 621610 29246732 29246732 29246732 912576 912576 91577 0 91577 91577 91577 12733673 11850576 883097 883097 883097 6274 1046 26078 -19804 -19804 OTHER INCOME 900099 28813 28813 28813 37055718 29275545 0 1867446 1898932 774954 1123978 17434574 14677437 2278223 478914 203087 181472 13445 8170 3774869 3176856 487775 110238 1459833 1190997 231347 37489 254508 25625 219336 9547 98217 98217 142156 142156 3147588 1514961 1530822 101805 164599 8460 78567 77572 259899 169312 80908 9679 807760 708502 78722 20536 1212493 1063500 118167 30826 807833 768117 38449 1267 289295 155937 83863 49495 333409 333409 316220 277362 30818 8040 313437 590 312847 MEDICAL EQUIPMENT (DME) 1040890 1040890 MEDICATION 843500 843500 MEDICAL SUPPLIES 705108 705108 OTHER PATIENT EXPENSES 188788 184124 4664 201207 127026 74001 180 35898202 27594730 7355050 948422 2610670 3754575 600000 0 5741142 5506687 287720 239560 15303241 3375613 12120713 11927628 34560395 37837019 1708733 1665235 57629373 60930704 5951053 6456753 22506 25330 8937408 8651035 14910967 15133118 X 31560064 32673435 11158342 13124151 42718406 45797586 57629373 60930704 1157516 1921664 0 X X 0 1 X 1 0 X 3358496 1776939 3458381 2307794 5912727 16814337 40435175 38006947 30361267 30273110 29068890 168145389 43793671 39783886 33819648 32580904 34981617 184959726 33093 39880 32200 28576 29960 163709 0 33093 39880 32200 28576 29960 163709 184796017 303320 338140 662750 1103645 1004153 3412008 16888 16888 303320 355028 662750 1103645 1004153 3428896 349022 419111 277219 205911 212929 1464192 44446013 40558025 34759617 33890460 36198699 189852814 0.97340 0.97510 0.01810 0.01490 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2020 AMOUNT: $ 1,200. 2021 AMOUNT: $ 26,600. 2022 AMOUNT: $ 18,975. 2023 AMOUNT: $ 56,859. 2024 AMOUNT: $ 6,274. WORKERS COMP - 2020 AMOUNT: $ 100,611. 2021 AMOUNT: $ 124,881. 2022 AMOUNT: $ 1,460. OTHER INCOME - 2020 AMOUNT: $ 247,211. 2021 AMOUNT: $ 267,630. 2022 AMOUNT: $ 256,784. 2023 AMOUNT: $ 149,052. 2024 AMOUNT: $ 206,655. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28215395 2096527 3070473 369922 33012473 22996220 1930934 3658364 370123 28215395 20544012 477500 2348852 374144 22996220 23130792 517432 -2649651 454561 20544012 18473695 5026597 369500 23130792 0.70810 0.21290 0.07900 0 0 5559409 5559409 7732073 1504116 6227957 2011759 1871497 140262 11927628 LEASE LIABILITY 967334 NOTE PAYABLE 7683701 8651035 X 38835226 1921664 1921664 36913562 142156 142156 37055718 35756046 0 35756046 142156 142156 35898202 PART V, LINE 4: THERE ARE SEPARATE ENDOWMENTS THAT ARE ESTABLISHED AND RESTRICTED TO CHARITY CARE, EDUCATION, HOSPICE AND PALLIATIVE CARE AS WELL AS A BOARD DIRECTED FUND. PART X, LINE 2: 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 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 OF BEING ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE ORGANIZATION'S FORM 990 HAS NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF CALIFORNIA 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 AMOUNT ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2025 AND 2024. X X X 0 0 0 0 0 0 0 0 0 CHARLES VON GUNTEN CMO 374052 0 0 0 0 0 4311 0 1109 0 379472 0 0 0 SARAH MCSPADDEN PRESIDENT/ CEO 329470 0 0 0 0 0 10349 0 20067 0 359886 0 0 0 DEENA NELSON CFO 286284 0 0 0 0 0 5234 0 10667 0 302185 0 0 0 PATRICIA PUTZBACH COO 222339 0 0 0 0 0 6802 0 10667 0 239808 0 0 0 MARY KATE O'CONNELL CPO 222254 0 0 0 0 0 6693 0 7864 0 236811 0 0 0 PAM MATA RN 192035 0 0 0 0 0 5143 0 10542 0 207720 0 0 0 JEAN LOO-RUSSO CPO 190697 0 0 0 0 0 5574 0 9465 0 205736 0 0 0 CAROL BOS SR. DIRECTOR OF CLINICAL SERVICES 189636 0 0 0 0 0 5572 0 7864 0 203072 0 0 0 PAUL MARTINEZ DIRECTOR SALES AND MARKETING 160940 0 0 0 0 0 2546 0 26716 0 190202 0 0 0 CHERYL FARST CAO 173314 0 0 0 0 0 3765 0 10667 0 187746 0 0 0 ROBIN SHORT DIRECTOR OF ADMISSIONS 156549 0 0 0 0 0 2002 0 16540 0 175091 0 0 0 SHANNON BAGNASCO NURSE PRACTITIONER 154812 0 0 0 0 0 4707 0 9497 0 169016 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS AS OUTLINED IN THE BYLAWS OF THE CORPORTATION HAS A DESIGNATED EXECUTIVE COMMITTEE AND DELEGATE TO SUCH COMMITTEE ANY OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION WITH SOME EXCEPTIONS AS PROVIDED IN THE ORGANIZATIONS BYLAWS. BY MAJORITY VOTE OF THE DIRECTORS THEN IN OFFICE, THE BOARD MAY AT ANY TIME REVOKE OR MODIFY ANY OR ALL OF THE AUTHORITY SO DELEGATED, INCREASE OR DECREASE BUT NOT BELOW TWO (2) THE NUMBER OF EXECUTIVE COMMITTEE MEMBERS, AND FILL VACANCIES THEREIN FROM THE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 2 DARLENE RUTLEDGE, CHIEF CLINICAL OFFICER AND JEFF PARSONS, HUSBAND AND OWNER OF PARSONS AND ASSOCIATES - HR CONSULTING FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AT THE ELIZABETH HOSPICE WORKS WITH AN OUTSIDE TAX FIRM IN THE PREPARATION AND REVIEW OF THE IRS FORM 990. THE BOARD OF DIRECTORS HAS A DELEGATED AUDIT COMMITTEE WHO REVIEWS A DRAFT OF THE IRS FORM 990 WITH MANAGEMENT AND THE TAX FIRM. ONCE THE AUDIT COMMITTEE HAS APPROVED THE 990 AND PRIOR TO THE TAX FIRM FILING THE 990 THE APPROVED DRAFT IS SENT TO THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE PROVIDED THE CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORMS ANNUALLY. THEY ARE TO REPORT ANY ACTIVITY OR RELATIONSHIP THAT COULD BE SEEN AS A CONFLICT OF INTEREST TO THE BOARD OF DIRECTORS. THE CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED AND TRACKED BY THE SECRETARY AND REPORTED TO THE GOVERNANCE COMMITTEE. ANY ACTUAL OR POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD OF DIRECTORS BY THE GOVERNANCE COMMITTEE AND THE IDENTIFIED INDIVIDUAL IS TO ABSTAIN FROM VOTING ON ANY ISSUES RELATED TO THE POTENTIAL CONFLICT. EMPLOYEES SIGN A CONFLICT OF INTEREST STATEMENT UPON EMPLOYMENT. DISCLOSURE OF A POTENTIAL EMPLOYEE CONFLICT AND THE EXECUTIVE DIRECTOR'S/ADMINISTRATORS DECISION REGARDING THE ACTIONS TAKEN WILL BE MAINTAINED BY THE HUMAN RESOURCES DEPARTMENT IN THE EMPLOYEE FILE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE RECEIVES COMPARABILITY DATA AND COMPENSATION SURVEYS FROM HUMAN RESOURCES FOR THE CEO EVERY TWO TO THREE YEARS. ANNUALLY, THE EXECUTIVE COMMITTEE CONDUCTS A WRITTEN EVALUATION OF THE CEO AND DETERMINES ANY ADJUSTMENTS TO SALARY. THE RECOMMENDATIONS ARE PRESENTED TO THE FULL BOARD IN A CLOSED SESSION. EVIDENCE OF THE CLOSED SESSION IS DOCUMENTED IN THE BOARD MINUTES. LAST COMPLETED IN 2024. THE CEO RECEIVES COMPARABILITY DATA AND COMPENSATION SURVEYS FROM HUMAN RESOURCES FOR OTHER KEY EMPLOYEES AND TOP MANAGEMENT EVERY TWO TO THREE YEARS. ANNUALLY, THE CEO CONDUCTS AN EVALUATION AND MAKES RECOMMENDATIONS TO HR ON SALARY ADJUSTMENTS. BASED ON THE RESULTS, REVIEW OF EACH POSITION AND TAKING INTO ACCOUNT THE LEVEL OF EXPERIENCE FOR EACH INDIVIDUAL ADJUSTMENTS ARE MADE, IF WARRANTED, AND PROVIDED TO THE EMPLOYEE IN WRITING. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 CONSOLIDATED AUDITED FIANCIALS, IRS FORM 990 AND IMPACT REPORT ARE AVAILABLE FOR VIEWING ON OUR WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE FOR VIEWING UPON REQUEST AT 800 WEST VALLEY PKWY, ESCONDIDO, CA 92025 FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.