2024-11-14T12:12:53+00:00 2023-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-01-01 800674849 HARBOR PALLIATIVE CARE SERVICES INC HARB 5612732240 5300 EAST AVENUE WEST PALM BEACH FL 33407 TARRAH LOWRY coo 5612732240 2024-11-14 true Brittney Kocaj P01320603 9542028600 2024-11-14 2023 2024-10-15 13:58:12Z TARRAH LOWRY 5300 EAST AVENUE WEST PALM BEACH FL 33407 473472 false X www.TRUSTBRIDGE.COM X 2010 FL HPCS PROVIDES SPECIALIZED MEDICAL CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESSES. THE ORGANIZATION'S GOAL IS TO RELIEVE SUFFERING & PROVIDE THE BEST POSSIBLE QUALITY OF LIFE FOR PATIENTS & THEIR FAMILIES. 7 7 0 8 0 0 0 299971 469377 0 4878 4095 304849 473472 0 0 0 0 0 1289365 1240335 1289365 1240335 -984516 -766863 215705 258538 8241043 9050739 -8025338 -8792201 HARBOR PALLIATIVE CARE SERVICES, INC. (HPCS) PROVIDES SPECIALIZED MEDICAL CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESSES. HPCS PROVIDES RELIEF FROM THE SYMPTOMS, PAIN AND STRESS OF SERIOUS ILLNESS AT ANY STAGE. THE ORGANIZATION'S GOAL IS TO RELIEVE SUFFERING AND PROVIDE THE BEST POSSIBLE QUALITY OF LIFE FOR PATIENTS AND THEIR FAMILIES. false false 1240335 473472 HPCS PROVIDES PALLIATIVE CARE AND OTHER MEDICAL SERVICES TO ALLEVIATE PAIN AND DISCOMFORT AND IMPROVE QUALITY OF LIFE FOR INDIVIDUALS. THIS STAND-ALONE SERVICE PROVIDES THE PUBLIC WITH PALLIATIVE CARE FROM MEDICAL PROFESSIONALS WHO DRAW ON SKILL-SETS FROM THEIR ASSOCIATION WITH HOSPICE OF PALM BEACH COUNTY, INC. AND HOSPICE BY THE SEA, INC. THIS SERVICE IS PROVIDED IN LOCAL HOSPITALS AND SUPPLEMENTS SKILLS THAT OTHER CARE GIVERS AND MEDICAL SPECIALISTS ARE PROVIDING TO CHRONICALLY ILL PATIENTS. 1240335 true false false false false false false false false false false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 7 7 false false false false true true true true false false false true true true true true true false false false FL X Mark R Huntley 5618485200 5300 EAST AVENUE West Palm Beach FL 33407 John Mullen Treasurer (THRU AUG 2023) 1.0 3.0 X X 0 0 0 Randy Levitt Vice Chair 1.0 3.0 X X 0 0 0 Thomas G Burns Secretary 1.0 3.0 X X 0 0 0 William Quinn II Chairman 1.0 3.0 X X 0 0 0 Heather Siegel Miller Director 1.0 3.0 X 0 0 0 KRISTIN AHR DIRECTOR 1.0 3.0 X 0 0 0 Marian Pearlman Nease Director 1.0 3.0 X 0 0 0 Maurice Woods Director 1.0 3.0 X 0 0 0 Charles e Snider CHRO 10.0 30.0 X 0 281083 24887 David C Fielding CEO 5.0 44.0 X 0 815651 50217 Katherine L Brazzale MD Chief Medical Officer 10.0 30.0 X 0 352880 35362 Mark R Huntley CFO 5.0 35.0 X 0 450862 38087 Tarrah L Lowry Chief Operating Officer 10.0 30.0 X 0 488447 36893 Valerie Valiante Vice President Palliative Care 40.0 0.0 X 0 154586 27459 Faustino Gonzalez MD FORMER OFFICER 0.0 40.0 X 0 295250 23805 Pedro A Herrera Former Officer 0.0 40.0 X 0 249960 12975 0 3088719 249685 0 true true false 0 0 PATIENT SERVICES 621210 469377 469377 0 0 0 0 469377 0 0 0 0 Other Income 900099 4095 4095 0 0 0 0 4095 473472 473472 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1240335 1240335 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1240335 1240335 0 0 215705 258538 0 0 0 0 0 0 0 0 0 0 0 0 215705 258538 0 0 8241043 9050739 8241043 9050739 X -8025338 -8792201 -8025338 -8792201 215705 258538 -766863 0 X false true X true false X 8976 8976 194822 302001 320844 299971 469377 1587015 0 0 0 194822 310977 320844 299971 469377 1595991 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1595991 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4878 4095 8973 194822 310977 320844 304849 473472 1604964 0.9944 0.9965 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 4878.0, COLUMN E - 4095.0, COLUMN F - 8973.0; DUE TO AFFILIATES 9050739 9050739 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote TrustBridge and the affiliate organizations are 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 of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The applicable Forms 990 have 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 December 31, 2023 and 2022. false true false false false false false false false Faustino Gonzalez MD FORMER OFFICER 0 209001 0 50989 0 35260 0 13896 0 9909 0 319055 0 16923 Pedro A Herrera Former Officer 0 136847 0 54986 0 58127 0 12491 0 484 0 262935 0 17222 David C Fielding CEO 0 454979 0 278847 0 81825 0 15525 0 34692 0 865868 0 5085 Tarrah L Lowry Chief Operating Officer 0 339290 0 116750 0 32407 0 14331 0 22562 0 525340 0 0 Mark R Huntley CFO 0 288358 0 104212 0 58292 0 15525 0 22562 0 488949 0 16295 Katherine L Brazzale MD Chief Medical Officer 0 279197 0 39877 0 33806 0 13150 0 22212 0 388242 0 2055 Charles e Snider CHRO 0 246203 0 24351 0 10529 0 2675 0 22212 0 305970 0 0 Valerie Valiante Vice President Palliative Care 0 131921 0 19101 0 3564 0 4897 0 22562 0 182045 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION RELIED ON TRUSTBRIDGE, INC. (A RELATED TAX-EXEMPT ORGANIZATION) WHICH USED A COMPENSATION COMMITTEE, COMPARABILITY DATA, AN INDEPENDENT COMPENSATION CONSULTANT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION OF ITS CEO. THIS REVIEW LAST TOOK PLACE IN April of 2023 AND WAS DOCUMENTED IN THE BOARD MINUTES. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING CONTRIBUTIONS WERE MADE DURING 2023 TO A SECTION 457(F) PLAN: Fielding, David C. - $5,625 Huntley, Mark R. - $5,625 GONZALEZ, FAUSTINO - $4,928 Brazzale, Katherine L. - $3,250 Herrera, Pedro A. - $5,625 Snider, Charles E. - $650 Lowry, Tarrah L. - $4,431 THE FOLLOWING DISTRIBUTIONS WERE PAID DURING 2023: FIELDING, DAVID C. - $5,085 HUNTLEY, MARK R. - $16,295 GONZALEZ, FAUSTINO - $16,923 BRAZZALE, KATHERINE L. - $2,055 HERRERA, PEDRO A. - $17,222 Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE ORGANIZATION RELIED ON TRUSTBRIDGE, INC., A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF THE PRESIDENT. TRUSTBRIDGE, INC. USES A COMPENSATION COMMITTEE, COMPARABILITY DATA, AN INDEPENDENT COMPENSATION CONSULTANT, AND APPROVAL BY THE BOARD TO DETERMINE COMPENSATION. THIS REVIEW LAST TOOK PLACE IN April OF 2023 AND IS DOCUMENTED IN THE BOARD AND COMMITTEE MINUTES. BECAUSE COMPENSATION IS DETERMINED BY A RELATED ENTITY , THIS QUESTION IS ANSWERED "NO" IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. Form 990, Part VI, Line 15b COMPENSATION PAID TO OTHER OFFICERS The compensation of ALL OTHER OFFICERS is determined by THE CEO OF TRUSTBRIDGE, inc., a related organization. THE CEO USES COMPARABILITY DATA and AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE COMPENSATION. THE DECISIONS ARE DOCUMENTED IN EACH EMPLOYEE'S FILE. Form 990, Part VI, Line 6 Classes of members or stockholders The sole member of Harbor Palliative Care Services, Inc. shall be TrustBridge, Inc. (sole member), a related tax-exempt organization. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body AT THE ANNUAL MEETING, THE SOLE MEMBER SHALL ELECT MEMBERS OF THE BOARD OF DIRECTORS AND TRANSACT SUCH OTHER BUSINESS AS MAY PROPERLY BE BROUGHT BEFORE THE MEETING. THE DIRECTORS SHALL BE ELECTED TO SERVE A THREE (3) YEAR TERM, OR UNTIL SUCH DIRECTOR SUBMITS HIS OR HER WRITTEN RESIGNATION TO THE CHAIRPERSON OF THE CORPORATION. ANY DIRECTOR MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY THE SOLE MEMBER AT THE MEETING OF THE SOLE MEMBER, OR BY THE AFFIRMATIVE VOTE OF TWO THIRDS (2/3) OF THE DIRECTORS THEN IN OFFICE. THE SOLE MEMBER SHALL NOT HAVE ANY FORM OF EQUITY OR OWNERSHIP INTEREST IN THE ORGANIZATION OR ANY RIGHT, TITLE OR INTEREST IN ITS ASSETS AT ANY TIME DURING THE COURSE OF ITS ACTIVE OPERATION. ALL RIGHTS OF THE PERSON OR ENTITY DESIGNATED AS SOLE MEMBER SHALL CEASE ON THE TERMINATION OF THE SOLE MEMBERSHIP. ONLY THE SOLE MEMBER SHALL BE ENTITLED TO SHARE IN THE DISTRIBUTION OF CORPORATE ASSETS UPON ANY DISSOLUTION OF THE ORGANIZATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SOLE MEMBER HAS THE RIGHT TO APPROVE DECISIONS OF THE BOARD. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body Per article IV of the corporation's bylaws, there are no committees with the power to act on behalf of the governing body. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED AND INITIALLY REVIEWED BY THE CFO AND THE TAX ACCOUNTING FIRM. WHEN A FINAL DRAFT IS READY, IT IS SENT TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL. THE AUDIT COMMITTEE THEN PRESENTS THE 990 TO THE FULL BOARD OF DIRECTORS FOR APPROVAL, AFTER WHICH THE 990 IS FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy The organization sends out the conflict-of-interest questionnaires to board members and officers annually. The responses to the questionnaires are monitored and collected by the CFO. Should a conflict exist the person with the conflict will abstain from voting on the issue in question. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. Form 990, Part VII, Section A ADDITIONAL INFORMATION REGARDING COMPENSATION DAVID FIELDING MR. FIELDING SERVES AS CEO FOR TRUSTBRIDGE, INC., HOSPICE OF PALM BEACH COUNTY, HOSPICE BY THE SEA, INC., FOCUS CARE HOME HEALTH, INC., HARBOR PALLIATIVE CARE SERVICES, INC. AND THE MEDICAL STORE, INC. HIS TIME IS SHARED BY ALL ENTITIES. OTHER COMPENSATION IS FOR HIS EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. MARK R. HUNTLEY MR. HUNTLEY SERVES AS THE CFO FOR TRUSTBRIDGE, INC, TRUSTBRIDGE FOUNDATION, INC., HOSPICE OF PALM BEACH COUNTY, HOSPICE BY THE SEA, INC., FOCUS CARE HOME HEALTH, INC., HARBOR PALLIATIVE CARE SERVICES, INC. AND THE MEDICAL STORE. HIS TIME IS SHARED EQUALLY BY ALL ENTITIES. OTHER COMPENSATION IS FOR HIS EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. TARRAH LOWRY MS. LOWRY SERVES AS CHIEF OPERATING OFFICER FOR TRUSTBRIDGE, INC., HOSPICE OF PALM BEACH COUNTY, HOSPICE BY THE SEA, INC., FOCUS CARE HOME HEALTH, INC., HARBOR PALLIATIVE CARE SERVICES, INC. AND THE MEDICAL STORE, INC. HER TIME IS SHARED BY ALL ENTITIES. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. Charles Snider Mr. Snider serves as the Chief Human Resource Office for Trustbridge inc., HARBOR PALLIATIVE CARE SERVICES, INC., Hospice By The Sea, Inc., and HOSPICE OF PALM BEACH COUNTY. his TIME IS SHARED BY ALL ENTITIES. OTHER COMPENSATION IS FOR His EMPLOYEE HEALTH BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. Katherine Brazzale, MD Dr. Brazzale serves as the Chief Medical Officer for Trustbridge inc., HARBOR PALLIATIVE CARE SERVICES, INC., Hospice By The Sea, Inc., and HOSPICE OF PALM BEACH COUNTY. Her TIME IS SHARED BY ALL ENTITIES. A PORTION OF Her COMPENSATION IS FROM PHYSICIAN FEES FOR SERVICE. OTHER COMPENSATION IS FOR Her EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. VALERIE Valiante MS. Valiante SERVES AS Director of Palliative Care for HARBOR PALLIATIVE CARE SERVICES, INC. and Senior DIRECTOR OF DEVELOPMENT FOR TRUSTBRIDGE FOUNDATION, INC. Her TIME IS SHARED BY both ENTITIES. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. Form 990, Part IX, Line 11g Other Fees SHARED SERVICES - Total Expense: 1240335, Program Service Expense: 1240335, Management and General Expenses: , Fundraising Expenses: ; TRUSTBRIDGE INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974015 MANAGEMENT FL 501(c)(3) Type II NA false THE MEDICAL STORE OF PALM BEACH COUNTY INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 202835810 INACTIVE FL 501(c)(3) 10 TRUSTBRIDGE INC false TRUSTBRIDGE FOUNDATION INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974070 FUNDRAISING FL 501(c)(3) 7 TRUSTBRIDGE INC false HOSPICE OF PALM BEACH COUNTY INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 591825937 HOSPICE CARE FL 501(c)(3) 10 TRUSTBRIDGE INC false FOCUS CARE HOME HEALTH INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 263595560 INACTIVE FL 501(c)(3) 10 TRUSTBRIDGE INC false Hospice by the Sea inc 5300 East Avenue West Palm Beach FL 33407 591952942 Hospice Care FL 501(c)(3) 10 TrustBridge Inc false false false false false true false false false false false false false true true true false false true