2023-09-26T07:28:52-05:00 2022-12-31 232108173 RKL LLP PO BOX 8408 LANCASTER PA 176048408 990 2022-01-01 232122735 HOSPICE & COMMUNITY CARE HOSP 7172953900 PO BOX 4125 LANCASTER PA 176044125 STEVEN M KNAUB PRESIDENT & CEO 7173912402 2023-09-25 1 STEVEN KNAUB 999009999 0 MOLLY L RAMOS CPA P00399762 7173945666 2023-09-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEVEN M KNAUB PO BOX 4125 LANCASTER PA 176044125 94627440 0 X WWW.HOSPICECOMMUNITY.ORG X 1980 PA HOSPICE & COMMUNITY CARE PROVIDES PERSONALIZED CARE AND COMFORT TO HELP PATIENTS AND FAMILIES LIVE BETTER WITH SERIOUS ILLNESS THROUGH END OF LIFE. 20 20 452 941 0 0 4366301 5432837 38765953 34960363 1124677 1486731 -13417 -25040 44243514 41854891 0 0 0 0 31578657 29646357 0 0 1052810 10002891 10009750 41581548 39656107 2661966 2198784 68034775 66839843 3529828 3742507 64504947 63097336 X TO PROVIDE PERSONALIZED CARE AND COMFORT TO HELP PATIENTS AND FAMILIES LIVE BETTER WITH SERIOUS ILLNESS THROUGH END OF LIFE. 0 0 34852364 34968911 HOSPICE & COMMUNITY CARE PROVIDES PERSONALIZED CARE AND COMFORT TO HELP PATIENTS AND FAMILIES LIVE BETTER WITH SERIOUS ILLNESS THROUGH END OF LIFE. DURING THE CURRENT YEAR, HOSPICE & COMMUNITY CARE PROVIDED OVER 181,000 PATIENT DAYS OF HOSPICE CARE TO PATIENTS AND THEIR FAMILIES AND SERVED 3,687 PATIENTS DURING THE YEAR, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. OVER FOUR PERCENT OF THE PATIENT DAYS OF HOSPICE CARE WERE CHARITABLE CARE. OVER 27,000 DAYS OF INTERDISCIPLINARY SUPPORTIVE CARE WERE PROVIDED TO 235 PATIENTS AND THEIR FAMILIES, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. PHYSICIANS COMPLETED OVER 7,000 HOSPICE AND PALLIATIVE CARE VISITS TO PATIENTS IN THEIR PRIVATE HOMES, NURSING HOMES, HOSPITALS AND HOSPICE INPATIENT CENTER. THE BEREAVEMENT PROGRAM SUPPORTED 8,747 INDIVIDUALS DURING THE CURRENT YEAR THROUGH 236 SUPPORT GROUPS, ALMOST 35,000 PIECES OF MAIL, OVER 3,100 TELEPHONE CALLS, AND 790 INDIVIDUAL VISITS. 34852364 1 1 0 0 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 1 113 1 1 452 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 20 20 0 0 0 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 JAMES STUCCIO 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 MICHAEL K CALLAHAN 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 (BEG. 1/22) 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 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 40.00 X 389311 0 39850 MICHAEL LINK VICE PRESIDENT, CAO 40.00 X 177695 0 29643 KRISTA KAE HAZEN SR VICE PRESIDENT/CFO 40.00 X 244214 0 35886 BONNIE JESS LOPANE VP, CHIEF DEVELOPMENT OFFICER 40.00 X 188392 0 18775 BRENT KEENER VICE PRESIDENT, HR 40.00 X 171134 0 36059 TIMOTHY IHRIG VP CMO UNTIL 1/25/22 40.00 X 138203 0 4826 PAIGE PAYNE VP, PT CARE 40.00 X 147136 0 6661 MARIA HAYES HOSPICE PHYSICIAN 40.00 X 265560 0 41544 KRISTEN MOYER HOSPICE PHYSICIAN 40.00 X 227217 0 32675 LAUREN SMITH HOSPICE PHYSICIAN 32.00 X 232062 0 40214 D THAIS MAGILL HOSPICE PHYSICIAN 36.00 X 236755 0 31343 COLLEN HAZLETT-O'BRIEN HOSPICE PHYSICIAN 40.00 X 233020 0 40841 2650699 0 358317 29 0 1 0 LANCASTER GENERAL HOSPITAL 555 N DUKE ST PO BOX 3555 LANCASTER PA 17604 PROFESSIONAL HEALTHCARE SERVICES 955574 WELLSPAN HEALTH DBA YORK HOSPITAL PO BOX 645983 CINCINNATI OH 452645983 PROFESSIONAL HEALTHCARE SERVICES 656219 CODE 3 LLC PO BOX 831 COLUMBIA PA 175120831 AMBULANCE PROVIDER 225661 EPHRATA COMMUNITY HOSPITAL PO BOX 645983 CINCINNATI OH 452645983 PROFESSIONAL HEALTHCARE SERVICES 209429 CORE MEDICAL GROUP 655 SOUTH WILLOW STREET SUITE 128 MANCHESTER NH 03103 CONTRACTED NURSING 174773 8 2694 880336 4549807 450117 5432837 PATIENT FEES 624100 34506370 34506370 OTHER SERVICE REVENUES 624100 453993 453993 34960363 1084322 1084322 52518937 52113961 2567 404976 -2567 402409 402409 560938 880336 629779 -68841 -68841 61495 26242 35253 35253 MISCELLANEOUS 624100 8548 8548 8548 41854891 34968911 0 1453143 X 1658444 416607 1115390 126447 22046099 20366057 1131349 548693 690112 602416 74832 12864 3513256 3011194 390059 112003 1738446 1451764 250243 36439 15410 15410 27000 27000 66455 66455 5877795 5847609 27690 2496 85885 9126 76759 394802 307122 79186 8494 470082 413562 46005 10515 665182 528990 117090 19102 640039 617131 16597 6311 78449 73257 4493 699 834653 627994 178949 27710 321453 307972 11787 1694 FUNDRAISING EXPENSE 131685 131685 MISCELLANEOUS 130795 113596 16199 1000 PRINTING 107651 60264 46561 826 DUES & SUBSCRIPTIONS 102161 51107 45354 5700 60253 46596 13525 132 39656107 34852364 3750933 1052810 700 143343 4102847 280070 2783 214136 3910828 3646269 454730 983885 404283 367029 29563671 19877820 10415218 9685851 47230717 49501275 1512669 2017985 68034775 66839843 2409514 2443404 1120314 1299103 3529828 3742507 X 61462997 59776760 3041950 3320576 64504947 63097336 68034775 66839843 X 2198784 -3736498 130103 X X 0 1 X 1 0 X 3467912 3719984 4361515 4366301 5432837 21348549 3467912 3719984 4361515 4366301 5432837 21348549 1708146 19640403 767865 894706 674373 613535 1084322 4034801 13442 8107 5814 7178 8548 43089 25426439 178176598 0.77240 0.80070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: COMMUNITY EDUCATION - 2018 AMOUNT: $ 13,442. 2019 AMOUNT: $ 8,107. 2020 AMOUNT: $ 5,814. 2021 AMOUNT: $ 7,178. 2022 AMOUNT: $ 8,548. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44837641 2313059 -2456159 1001598 24061 43668882 38092557 2618833 5101844 959872 15721 44837641 34618370 1578740 2798655 895799 7409 38092557 29039976 1689938 4748013 813250 46307 34618370 30305486 1652122 -1149823 1718777 49032 29039976 0.93770 0.06230 0.00000 0 0 1724349 1724349 25535977 17978910 7557067 2303345 1898910 404435 9685851 CHARITABLE GIFT ANNUITIES 243254 DEFERRED COMPENSATION 572455 OPERATING LEASE LIABILITY 483394 1299103 X 38685595 -3736498 12391 130103 -3594004 42279599 36904 -461612 -424708 41854891 40093206 12391 461612 474003 39619203 36904 36904 39656107 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 2019. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PERPETUAL TRUSTS -161,728. DISTRIBUTIONS FROM PERPETUAL TRUSTS 32,608. CHANGE IN VALUE OF GIFT ANNUITIES 259,223. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES ON GAMING ACTIVITIES -26,242. DIRECT EXPENSES ON SPECIAL EVENTS -216,163. IN-KIND REVENUE FROM SPECIAL EVENTS -216,640. LOSS ON DISPOSAL OF FIXED ASSETS -2,567. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES ON SPECIAL EVENTS 432,803. DIRECT EXPENSES ON GAMING 26,242. LOSS ON DISPOSAL OF FIXED ASSETS 2,567. LABOR DAY AUCTION 1027104 593156 433948 33201 67999 369654 WINE DINE 239823 163971 75852 2500 20171 72031 1 174347 123209 51138 3140 11759 49324 1441274 880336 560938 38841 99929 491009 629779 -68841 61495 24877 1365 1 1.00000 61495 24877 1365 26242 35253 PA 1 0 1 0 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 35253 X 1 1 X X X X 1 0 0 0 0 0 0 1 0 STEVEN M KNAUB PRESIDENT/CEO 299200 0 50000 0 40111 0 10675 0 29175 0 429161 0 0 0 MARIA HAYES HOSPICE PHYSICIAN 223706 0 4895 0 36959 0 8672 0 32872 0 307104 0 0 0 KRISTA KAE HAZEN SR VICE PRESIDENT/CFO 185529 0 31500 0 27185 0 8837 0 27049 0 280100 0 0 0 COLLEN HAZLETT-O'BRIEN HOSPICE PHYSICIAN 225693 0 4731 0 2596 0 8481 0 32360 0 273861 0 0 0 LAUREN SMITH HOSPICE PHYSICIAN 227746 0 0 0 4316 0 8452 0 31762 0 272276 0 0 0 D THAIS MAGILL HOSPICE PHYSICIAN 228504 0 4354 0 3897 0 6805 0 24538 0 268098 0 0 0 KRISTEN MOYER HOSPICE PHYSICIAN 197074 0 4683 0 25460 0 8336 0 24339 0 259892 0 0 0 MICHAEL LINK VICE PRESIDENT, CAO 149786 0 21000 0 6909 0 6416 0 23227 0 207338 0 0 0 BRENT KEENER VICE PRESIDENT, HR 140700 0 22500 0 7934 0 6221 0 29838 0 207193 0 0 0 BONNIE JESS LOPANE VP, CHIEF DEVELOPMENT OFFICER 140110 0 22500 0 25782 0 4893 0 13882 0 207167 0 0 0 PAIGE PAYNE VP, PT CARE 137560 0 7500 0 2076 0 5161 0 1500 0 153797 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 4A TIMOTHY IHRIG, VP CMO UNTIL 1/25/22, RECEIVED A SEVERANCE PAYMENT OF $100,000 DURING THE CURRENT YEAR. PART I, LINE 7 BONUSES FOR OFFICERS WERE ESTABLISHED BY THE EXECUTIVE DEVELOPMENT & COMPENSATION COMMITTEE AT THE END OF 2021 AND PAID IN JANUARY 2022 BASED UPON 2021 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 218 55057 REAL PROCEEDS - AUCTION X 3 9100 SALE PROCEEDS X 2 34430 NET REAL VAL @ SALE X 4 577 FAIR MARKET VALUE X AUCTION ITEMS 5671 349458 REAL PROCEEDS-AUCTIO X MISCELLANEOUS 6 1495 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 HOSPICE & COMMUNITY CARE HAD AN AGGREGATE OF 941 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 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 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 1,408,945. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,408,945. EQUIPMENT: PROGRAM SERVICE EXPENSES 1,019,361. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,019,361. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 3,311,137. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,311,137. RETIREMENT PLAN FEES: PROGRAM SERVICE EXPENSES 51,577. MANAGEMENT AND GENERAL EXPENSES 9,944. FUNDRAISING EXPENSES 1,519. TOTAL EXPENSES 63,040. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 56,589. MANAGEMENT AND GENERAL EXPENSES 17,746. FUNDRAISING EXPENSES 977. TOTAL EXPENSES 75,312. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF GIFT ANNUITIES 259,223. CHANGE IN VALUE OF PERPETUAL TRUSTS -161,728. DISTRIBUTIONS FROM PERPETUAL TRUSTS 32,608. 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 760001 15123 HOSPICE & COMMUNITY CARE HOSPICE OF LANCASTER COUNTY 685 GOOD DRIVE LANCASTER PA 17604 383914355 PROVIDE HOSPICE CARE (CURRENTLY INACTIVE) PA 0 0 HOSPICE & COMMUNITY CARE