2024-10-30T07:35:36-05:00 2023-12-31 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2023-01-01 232122735 CHOICES HEALTHCARE CHOI 7172953900 PO BOX 4125 LANCASTER PA 176044125 STEVEN M KNAUB PRESIDENT & CEO 7173912402 2024-10-23 1 0 DOUGLAS L BERMAN CPA P01269555 7178433804 2024-10-23 2023 2024-10-15 13:58:12Z X STEVEN M KNAUB PO BOX 4125 LANCASTER PA 176044125 99957872 0 X WWW.HOSPICECOMMUNITY.ORG X 1980 PA CHOICES HEALTHCARE PROVIDES PERSONALIZED CARE AND COMFORT TO HELP PATIENTS AND FAMILIES LIVE BETTER WITH SERIOUS ILLNESS THROUGH END OF LIFE. 20 20 436 1203 0 0 5432837 5670819 34960363 31949304 1486731 6294743 -25040 -8214 41854891 43906652 0 0 0 0 29646357 30116613 0 0 1084343 10009750 9258193 39656107 39374806 2198784 4531846 66839843 70530909 3742507 3873273 63097336 66657636 TO PROVIDE PERSONALIZED CARE AND COMFORT TO HELP PATIENTS AND FAMILIES LIVE BETTER WITH SERIOUS ILLNESS THROUGH END OF LIFE. 0 0 34458137 31964967 CHOICES HEALTHCARE PROVIDES PERSONALIZED CARE AND COMFORT TO HELP PATIENTS AND FAMILIES LIVE BETTER WITH SERIOUS ILLNESS THROUGH END OF LIFE. DURING THE CURRENT YEAR, CHOICES HEALTHCARE PROVIDED OVER 165,000 PATIENT DAYS OF HOSPICE CARE TO PATIENTS AND THEIR FAMILIES AND SERVED 3,432 PATIENTS DURING THE YEAR, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. FOUR PERCENT OF THE PATIENT DAYS OF HOSPICE CARE WERE CHARITABLE CARE. PROVIDERS COMPLETED ALMOST 3,300 HOSPICE AND PALLIATIVE CARE VISITS TO PATIENTS IN THEIR PRIVATE HOMES, NURSING HOMES, HOSPITALS AND HOSPICE INPATIENT CENTER. THE BEREAVEMENT PROGRAM SUPPORTED 8,450 INDIVIDUALS DURING THE CURRENT YEAR THROUGH 230 SUPPORT GROUPS, ALMOST 3,400 TELEPHONE CALLS, AND 671 INDIVIDUAL VISITS. 34458137 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 109 1 1 436 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 X 20 20 0 0 1 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X STEVEN M KNAUB 7172953900 685 GOOD DRIVE LANCASTER PA 17601 GILBERT SAGER CHAIR 1.00 X X 0 0 0 GEOFFREY W EDDOWES VICE CHAIR 1.00 X X 0 0 0 MICHAEL K CALLAHAN SECRETARY 1.00 X X 0 0 0 KAREN A BIONDOLILLO TREASURER 1.00 X X 0 0 0 DARA BACHMAN BOARD MEMBER 1.00 X 0 0 0 RICHARD BAILEY BOARD MEMBER 1.00 X 0 0 0 GRACE BOND BOARD MEMBER 1.00 X 0 0 0 STEPHANIE CARFLEY BOARD MEMBER 1.00 X 0 0 0 ROBERT L FRYER JR BOARD MEMBER 1.00 X 0 0 0 DAVID GASPERACK MD BOARD MEMBER 1.00 X 0 0 0 LESLIE GORBEY BOARD MEMBER 1.00 X 0 0 0 DENNIS GRIEST BOARD MEMBER 1.00 X 0 0 0 DAVID GROFF BOARD MEMBER 1.00 X 0 0 0 RICHARD HOGENTOGLER BOARD MEMBER 1.00 X 0 0 0 ALBERT KUHNER BOARD MEMBER 1.00 X 0 0 0 LYNN MILLS BOARD MEMBER 1.00 X 0 0 0 ALYSSA MOYER MD BOARD MEMBER 1.00 X 0 0 0 MICHAEL RIPCHINSKI MD BOARD MEMBER 1.00 X 0 0 0 J DAVID SWARTLEY BOARD MEMBER 1.00 X 0 0 0 REV SHAYNA WATSON BOARD MEMBER 1.00 X 0 0 0 STEVEN M KNAUB PRESIDENT/CEO 32.00 X 339942 0 42529 MICHAEL LINK COO 40.00 X 226511 0 30268 KRISTA KAE HAZEN SR VICE PRESIDENT/CFO 40.00 X 260554 0 39377 BONNIE JESS LOPANE VP, CHIEF DEVELOPMENT OFFICER 40.00 X 198167 0 22225 BRENT KEENER VICE PRESIDENT, HR 40.00 X 177898 0 42147 DEBRA VERMETTE VP CMO (BEG. 3/6/23) 40.00 X 225495 0 11616 PAIGE PAYNE VP, PT CARE 40.00 X 178794 0 16612 MARIA HAYES HOSPICE PHYSICIAN 32.00 X 250520 0 44126 KRISTEN MOYER HOSPICE PHYSICIAN 27.00 X 171272 0 15214 LAUREN SMITH HOSPICE PHYSICIAN 22.00 X 175189 0 25462 COLLEN HAZLETT-O'BRIEN HOSPICE PHYSICIAN 40.00 X 201700 0 40122 REBECCA MARTIN DIRECTOR OF FINANCE 40.00 X 158376 0 6800 2564418 0 336498 28 0 1 0 LANCASTER GENERAL HOSPITAL 555 N DUKE ST PO BOX 3555 LANCASTER PA 17604 PROFESSIONAL HEALTHCARE SERVICES 673284 WELLSPAN HEALTH DBA YORK HOSPITAL PO BOX 645983 CINCINNATI OH 452645983 PROFESSIONAL HEALTHCARE SERVICES 543906 EPHRATA COMMUNITY HOSPITAL PO BOX 645983 CINCINNATI OH 452645983 PROFESSIONAL HEALTHCARE SERVICES 215985 PROCURA LLC 1827 WALDEN OFFICE SQUARE SUITE 104 SCHAUMBURG IL 60173 SOFTWARE PROVIDER 188712 CODE 3 LLC PO BOX 831 COLUMBIA PA 175120831 AMBULANCE PROVIDER 163968 8 3444 1084431 4582944 559952 5670819 PATIENT FEES 624100 31949304 31949304 31949304 2065463 2065463 59525232 55294012 1940 4231220 -1940 4229280 4229280 672751 1084431 727204 -54453 -54453 58640 28064 30576 30576 MISCELLANEOUS 624100 15663 15663 15663 43906652 31964967 0 6270866 X 1907278 710709 1066074 130495 21974626 20221848 1181971 570807 694655 601331 79527 13797 3760078 3373859 270607 115612 1779976 1491188 249018 39770 54941 54941 34468 34468 8039 8039 61490 61490 5048041 4998976 46307 2758 101343 21182 80161 376702 279905 88552 8245 474435 413263 50961 10211 693320 543157 129675 20488 571384 545787 19255 6342 88060 79410 6876 1774 779245 575316 176577 27352 323747 309819 11914 2014 MISCELLANEOUS 251713 152042 98782 889 FUNDRAISING EXPENSE 125501 125501 DUES & SUBSCRIPTIONS 104306 30058 68543 5705 PRINTING 95839 55365 39152 1322 65619 46883 17475 1261 39374806 34458137 3832326 1084343 143343 187396 280070 1021560 214136 196321 3646269 2982144 983885 482232 367029 375418 29949889 20637583 9685851 9312306 49501275 53609892 2017985 2363640 66839843 70530909 2443404 2535313 1299103 1337960 3742507 3873273 X 59776760 61894429 3320576 4763207 63097336 66657636 66839843 70530909 X 4531846 -1061793 90247 X X 0 1 X 1 0 X 3719984 4361515 4366301 5432837 5670819 23551456 3719984 4361515 4366301 5432837 5670819 23551456 1172480 22378976 894706 674373 613535 1084322 2065463 5332399 8107 5814 7178 8548 15663 45310 28929165 179200729 0.77360 0.77240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: COMMUNITY EDUCATION - 2019 AMOUNT: $ 8,107. 2020 AMOUNT: $ 5,814. 2021 AMOUNT: $ 7,178. 2022 AMOUNT: $ 8,548. 2023 AMOUNT: $ 15,663. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 8039 8039 0 PART II-B, LINE 1: THE ORGANIZATION HAS RECEIVED NOTICE FROM THE NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION AND NATIONAL PARTNERSHIP FOR HEALTHCARE & HOSPICE INNOVATION ORGANIZATION (NPHI) THAT A PORTION OF THEIR ANNUAL DUES ARE RELATED TO LOBBYING ACTIVITIES. 43668882 1871607 4975788 1229250 28298 49258729 44837641 2313059 -2456159 1001598 24061 43668882 38092557 2618833 5101844 959872 15721 44837641 34618370 1578740 2798655 895799 7409 38092557 29039976 1689938 4748013 813250 46307 34618370 0.91130 0.08870 0.00000 0 0 1724349 1724349 25852179 18568655 7283524 2373361 2068928 304433 9312306 CHARITABLE GIFT ANNUITIES 254850 DEFERRED COMPENSATION 742040 OPERATING LEASE LIABILITY 341070 1337960 X 43431439 -1061793 15183 90247 -956363 44387802 42224 -523374 -481150 43906652 39871139 15183 523374 538557 39332582 42224 42224 39374806 PART X, LINE 2: HOSPICE FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY HOSPICE, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT HOSPICE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, HOSPICE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUSTS 71,515. DISTRIBUTIONS FROM PERPETUAL TRUSTS 32,056. CHANGE IN VALUE OF GIFT ANNUITIES -13,324. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES ON GAMING ACTIVITIES -28,064. DIRECT EXPENSES ON SPECIAL EVENTS -238,694. IN-KIND REVENUE FROM SPECIAL EVENTS -254,676. LOSS ON DISPOSAL OF FIXED ASSETS -1,940. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES ON SPECIAL EVENTS 493,370. DIRECT EXPENSES ON GAMING 28,064. LOSS ON DISPOSAL OF FIXED ASSETS 1,940. LABOR DAY AUCTION 1187591 672273 515318 36010 69728 417597 WINE DINE 362026 265297 96729 2000 24921 98123 1 207565 146860 60705 1040 25488 52298 1757182 1084430 672752 39050 120137 568018 727205 -54453 58640 26595 1469 1 1.00000 58640 26595 1469 28064 30576 PA 1 0 1 0 0.00000 1.00000 STEVEN KNAUB 685 GOOD DRIVE LANCASTER PA 17604 0 BONNIE JESS LOPANE 0 THE ORGANIZATION DOES NOT HAVE A DEDICATED "GAMING MANAGER". BONNIE JESS LOPANE, AS VICE PRESIDENT, CHIEF DEVELOPMENT OFFICER, OVERSEES THE LABOR DAY AUCTION RAFFLE, WHICH CONSTITUTES LESS THAN 1% OF HER DUTIES. X 1 30576 X 1 1 X X X X 0 0 0 0 0 0 0 1 0 STEVEN M KNAUB PRESIDENT/CEO 243866 0 53000 0 43076 0 11550 0 30979 0 382471 0 0 0 KRISTA KAE HAZEN SR VICE PRESIDENT/CFO 193898 0 33000 0 33656 0 9430 0 29947 0 299931 0 0 0 MARIA HAYES HOSPICE PHYSICIAN 201025 0 4096 0 45399 0 7919 0 36207 0 294646 0 0 0 MICHAEL LINK COO 190696 0 25000 0 10815 0 8077 0 22191 0 256779 0 0 0 COLLEN HAZLETT-O'BRIEN HOSPICE PHYSICIAN 200843 0 0 0 857 0 7368 0 32754 0 241822 0 0 0 DEBRA VERMETTE VP CMO (BEG. 3/6/23) 206490 0 0 0 19005 0 0 0 11616 0 237111 0 0 0 BONNIE JESS LOPANE VP, CHIEF DEVELOPMENT OFFICER 145852 0 25500 0 26815 0 7005 0 15220 0 220392 0 0 0 BRENT KEENER VICE PRESIDENT, HR 145832 0 26000 0 6066 0 6557 0 35590 0 220045 0 0 0 LAUREN SMITH HOSPICE PHYSICIAN 141126 0 26247 0 7816 0 6326 0 19136 0 200651 0 0 0 PAIGE PAYNE VP, PT CARE 155535 0 21000 0 2259 0 6333 0 10279 0 195406 0 0 0 KRISTEN MOYER HOSPICE PHYSICIAN 167613 0 2452 0 1207 0 6286 0 8928 0 186486 0 0 0 REBECCA MARTIN DIRECTOR OF FINANCE 148776 0 4408 0 5192 0 5576 0 1224 0 165176 0 0 0 PART I, LINE 1A EMPLOYEES WHO RECEIVED TAXABLE LIFE INSURANCE BENEFITS WERE GIVEN A PAYMENT TO COVER THESE TAXES WHICH WAS TREATED AS TAXABLE COMPENSATION. PART I, LINE 7 BONUSES FOR OFFICERS WERE ESTABLISHED BY THE EXECUTIVE DEVELOPMENT & COMPENSATION COMMITTEE AT THE END OF 2022 AND PAID IN JANUARY 2023 BASED UPON 2022 ORGANIZATIONAL & INDIVIDUAL PERFORMANCE. BONUSES FOR NON-OFFICERS WERE ESTABLISHED BY SENIOR MANAGEMENT BASED ON PERFORMANCE AND APPROVED BY THE EXECUTIVE DEVELOPMENT AND COMPENSATION COMMITTEE. X 323 79206 REAL PROCEEDS - AUCTION X 4 7700 SALE PROCEEDS X 4 70812 NET REAL VAL @ SALE X 1 100 FAIR MARKET VALUE X AUCTION ITEMS 6170 401604 REAL PROCEEDS-AUCTIO X MISCELLANEOUS 2 530 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): WITH THE EXCEPTION OF THE ARTWORK & AUCTION ITEMS, NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF CONTRIBUTIONS, NOT NUMBER OF ITEMS RECEIVED. ARTWORK & AUCTION ITEMS ARE TOTAL AMOUNT OF ITEMS RECEIVED. 990 PART I LINE 6 CHOICES HEALTHCARE HAD AN AGGREGATE OF 1,203 VOLUNTEERS DURING THE YEAR. THESE VOLUNTEERS SERVED IN MANY DIFFERENT ROLES INCLUDING: PATIENT/FAMILY VOLUNTEERS IN HOME HOSPICE, OUR INPATIENT CENTER AND NURSING HOMES; PET THERAPY; MUSIC SUPPORT; BEREAVEMENT SUPPORT; OFFICE SUPPORT; GREETING AND WELCOMING VISITORS; DEVELOPMENT AND FUNDRAISING; COMMUNITY RELATIONS AND EDUCATION; AND GROUNDS MAINTENANCE. FORM 990, PART VI, SECTION A, LINE 4 IN 2023, THE BOARD OF DIRECTORS APPROVED THE FOLLOWING TO BE EFFECTIVE 1/1/24: THE NAME CHANGE FROM HOSPICE & COMMUNITY CARE TO CHOICES HEALTHCARE, REVISION TO BY-LAWS, APPROVAL OF MEMBER SUBSTITUTION AGREEMENT & AFFILIATION WITH HOSPICE OF CENTRAL PENNSYLVANIA. FORM 990, PART VI, SECTION A, LINE 7A WELLSPAN HEALTH SHALL BE PERMITTED TO APPOINT TWO PERSONS OF THEIR CHOOSING TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE BOARD, ACTING ON BEHALF OF THE BOARD, INITIALLY REVIEWED THE FORM 990 AND ASKED ANY QUESTIONS OF MANAGEMENT. A COPY WAS THEN DISTRIBUTED ELECTRONICALLY TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE A NEW CONFLICT OF INTEREST STATEMENT ON A YEARLY BASIS. THE POLICY IS REVIEWED ANNUALLY AT A BOARD MEETING. THE AUDIT COMMITTEE IS RESPONSIBLE FOR MONITORING AND ENFORCING COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE MADE UP OF BOARD MEMBERS MEETS AT LEAST ANNUALLY TO REVIEW AND APPROVE THE SALARIES FOR THE PRESIDENT/CEO, COO AND ALL VICE PRESIDENTS. INDUSTRY BENCHMARKS ARE USED FOR COMPARISON PURPOSES. FORM 990, PART VI, SECTION C, LINE 18 990 AVAILABLE UPON REQUEST TO THE ORGANIZATION'S FISCAL OFFICE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE FISCAL OFFICE OF THE ORGANIZATION. COPIES OF SUCH DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PHARMACY: PROGRAM SERVICE EXPENSES 1,315,766. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,315,766. EQUIPMENT: PROGRAM SERVICE EXPENSES 937,251. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 937,251. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 2,643,867. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,643,867. RETIREMENT PLAN FEES: PROGRAM SERVICE EXPENSES 54,213. MANAGEMENT AND GENERAL EXPENSES 12,972. FUNDRAISING EXPENSES 1,762. TOTAL EXPENSES 68,947. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 47,879. MANAGEMENT AND GENERAL EXPENSES 33,335. FUNDRAISING EXPENSES 996. TOTAL EXPENSES 82,210. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF GIFT ANNUITIES -13,324. CHANGE IN VALUE OF PERPETUAL TRUSTS 71,515. DISTRIBUTIONS FROM PERPETUAL TRUSTS 32,056. SCHEDULE G PART III LINE 11 THE ORGANIZATION OPERATES A RAFFLE AVAILABLE TO THE GENERAL PUBLIC. PALLIATIVE MEDICINE CONSULTANTS 685 GOOD DRIVE LANCASTER PA 17604 261209794 PROVIDES HEALTH CARE TO PERSONS WITH CHRONIC OR ADVANCED ILLNESSES PA 57081 14390 CHOICES HEALTHCARE HOSPICE OF LANCASTER COUNTY 685 GOOD DRIVE LANCASTER PA 17604 383914355 PROVIDE HOSPICE CARE (CURRENTLY INACTIVE) PA 0 0 CHOICES HEALTHCARE