2023-11-13T09:04:38-06:00 2022-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2022-01-01 742200596 HOSPICE AUSTIN HOSP 5123424700 4107 SPICEWOOD SPRINGS ROAD 100 AUSTIN TX 78759 DANA JOSLIN EXECUTIVE DIRECTOR 5123424700 2023-11-09 1 DANA JOSLIN 999009999 1 MATTHEW MCKINNEY P01707028 8283222070 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANA JOSLIN 4107 SPICEWOOD SPRINGS ROAD 100 AUSTIN TX 78759 55613285 0 X WWW.HOSPICEAUSTIN.ORG X 1981 TX HOSPICE AUSTIN IS A NON-PROFIT ORGANIZATION THAT EASES THE PHYSICAL, EMOTIONAL AND SPIRITUAL PAIN OF ANY PERSON IN OUR COMMUNITY FACING THE FINAL MONTHS OF A SERIOUS ILLNESS BY PROVIDING EXPERT AND COMPASSIONATE CARE, EDUCATION AND BEREAVEMENT SUPPORT. 16 16 342 183 0 0 4180491 2818492 28094141 27694974 -6083 112147 288112 323879 32556661 30949492 754809 1028119 0 0 19070076 19463413 0 0 550521 12627703 13153064 32452588 33644596 104073 -2695104 19743929 16275077 3468654 2674522 16275275 13600555 HOSPICE AUSTIN IS A NON-PROFIT ORGANIZATION THAT EASES THE PHYSICAL, EMOTIONAL AND SPIRITUAL PAIN OF ANY PERSON IN OUR COMMUNITY FACING THE FINAL MONTHS OF A SERIOUS ILLNESS BY PROVIDING EXPERT AND COMPASSIONATE CARE, EDUCATION AND BEREAVEMENT SUPPORT. 0 0 28922660 1028119 28014958 HOSPICE IS DESIGNED TO PROVIDE CARE AND RESTORE A SENSE OF DIGNITY AND PERSONAL FULFILLMENT TO THE DYING. THE PROGRAM PROVIDES HOME CARE, INPATIENT CARE, AND BEREAVEMENT SUPPORT. 28922660 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 105 0 1 342 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DANA JOSLIN 5123424700 4107 SPICEWOOD SPRINGS ROAD 100 AUSTIN TX 78759 FRANK CEDENO DIRECTOR 0.50 X 0 0 0 CYNTHIA DUGGINS DIRECTOR 0.50 X 0 0 0 JOE GONZALES DIRECTOR 0.50 X 0 0 0 SHELTON GREEN DIRECTOR 0.50 X 0 0 0 DR RICHARD HIMES DIRECTOR 0.50 X 0 0 0 DR KATHRYN HUDSON DIRECTOR 0.50 X 0 0 0 JOCELYN JOHNSON DIRECTOR 0.50 X 0 0 0 SUE PHILLIPS DIRECTOR 0.50 X 0 0 0 TAMI TAYLOR DIRECTOR 0.50 X 0 0 0 JETTA TODARO DIRECTOR 0.50 X 0 0 0 C MICHELLE ROBINSON GREGORY AT LARGE 0.50 X 0 0 0 BRENT ANNEAR PAST CHAIR 0.50 X 0 0 0 RAY MUNGIA SECRETARY 0.50 X X 0 0 0 SYLVIA MAGGIO TREASURER 0.50 X X 0 0 0 OSCAR ROBINSON VICE CHAIR 0.50 X X 0 0 0 ROBERT HOWELL CHAIR 0.50 X X 0 0 0 CHARLOTTE D MCLEOD EXECUTIVE DIRECTOR 39.00 6.00 X 350248 0 7470 JAMES TURNER CHIEF FINANCIAL OFFICER 40.00 X 174666 0 1072 AIMEE S ALEXANDER AFTER HOURS TEAM LEADER 53.00 X 149115 0 8321 BRIAN KING NURSE PRACTITIONER 50.00 50.00 X 134648 0 9000 JO ANN CARDENAS NURSE PRACTITIONER 50.00 X 134184 0 8500 KAREN NORMAN DIRECTOR OF HR 45.00 X 131833 0 7070 CHRISTINE E KREMER NURSE PRACTITIONER 60.00 X 131985 0 8746 1206679 0 50179 7 0 1 0 TRS MANAGED SERVICES 171 NAPLES ST SPRINGDALE AR 72762 CONTRACT STAFFING 934014 QUALIS MANAGEMENT 3801 SUNSET AVE ROCKY MOUNT NC 27804 DME 827369 ASCENSION SETON MEDICAL CENTER 1201 W 38TH ST AUSTIN TX 78705 INPATIENT HOSPITAL 245434 INTELLATRIAGE LLC 8011 BROOKS CHAPEL RD 1687 BRENTWOOD TN 37027 CONTRACT STAFFING 245139 HERITAGE PARK NURSING HOME 275 N GARNET WAY A UPLAND CA 91786 NURSING HOME 238664 11 550000 4710 2263782 3671 2818492 PATIENT SERVICES 621990 26601667 26601667 REIMBURSED PROVIDER SERVICES 621990 1093307 1093307 27694974 110219 110219 24665721 24661319 2474 4402 -2474 1928 1928 OFFICE MANAGEMENT - CTPCA 621990 313908 313908 MISCELLANEOUS INCOME 621990 6076 6076 VENDING MACHINE INCOME 621990 3895 3895 323879 30949492 28014958 0 116042 X 1028119 1028119 533456 533456 15651868 13109998 2192115 349755 2080872 1685491 350414 44967 1197217 969737 201608 25872 8070 8070 67600 67600 3120 3120 86719 2000 84719 27600 22108 3800 1692 32640 29335 3305 709556 583501 101036 25019 659530 631936 27516 78 11542 4339 7128 75 162465 95231 62250 4984 156168 130341 22835 2992 NURSING HOME 2044350 2044350 CONTRACT STAFFING 1844256 1477709 350493 16054 PROVIDER AND NP SERVICE 1447453 1447453 PHARMACY 1316341 1316341 4575654 4344671 151950 79033 33644596 28922660 4171415 550521 2834251 1101942 10218577 9257083 1012754 282689 2352241 2449380 31824 10472 414943 190368 5593801 2913970 2803821 2679831 75518 303312 19743929 16275077 3463944 2674522 4710 0 3468654 2674522 X 14997362 12767885 1277913 832670 16275275 13600555 19743929 16275077 -2695104 20384 0 X X 0 1 X 1 0 X 2273776 3198745 3653276 4180491 2818492 16124780 23719664 27666084 28185191 28094141 27694974 135360054 46286 6616 1009 53911 26039726 30871445 31839476 32274632 30513466 151538745 245985 1014790 957011 1010754 3228540 0 245985 1014790 957011 1010754 3228540 148310205 209866 191985 70401 4627 110219 587098 209866 191985 70401 4627 110219 587098 90636 265616 322316 288112 323879 1290559 26340228 31329046 32232193 32567371 30947564 153416402 0.96670 0.95990 0.00380 0.00430 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MANAGEMENT FEES - 2018 AMOUNT: $ 18,000. 2019 AMOUNT: $ 152,688. 2020 AMOUNT: $ 199,188. 2021 AMOUNT: $ 132,984. 2022 AMOUNT: $ 313,908. OTHER - 2018 AMOUNT: $ 72,636. 2019 AMOUNT: $ 112,928. 2020 AMOUNT: $ 123,128. 2021 AMOUNT: $ 155,128. 2022 AMOUNT: $ 9,971. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6598209 867986 -692648 735579 45461 5992507 5695751 148448 814729 60719 6598209 4975849 154990 614994 50082 5695751 4222486 125023 675500 47160 4975849 4062601 469463 -265724 43854 4222486 1.00000 0 1 1 1520521 1520521 2392300 1591689 800611 62671 40146 22525 1618309 1282135 336174 2679831 30969230 20384 2474 22858 30946372 3120 3120 30949492 33643950 2474 2474 33641476 3120 3120 33644596 PART V, LINE 4: THE EARNINGS AND CORPUS OF THE HOSPICE AUSTIN FUND ARE USED FOR THE MAINTENANCE, SUPPORT, AND OPERATIONS OF HOSPICE AUSTIN PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FIXED ASSET GAIN/LOSS 2,474. PART XII, LINE 2D - OTHER ADJUSTMENTS: FIXED ASSET GAIN/LOSS 2,474. 0 CENTRAL TEXAS PALLIATIVE CARE 4107 SPICEWOOD SPRINGS RD AUSTIN TX 78759 743000910 501(C)(3) 1028119 0 CASH FINANCIAL SUPPORT 1 0 X X X X X X 0 0 0 0 0 1 1 0 0 CHARLOTTE D MCLEOD EXECUTIVE DIRECTOR 335799 0 3881 0 10568 0 0 0 7470 0 357718 0 0 0 JAMES TURNER CHIEF FINANCIAL OFFICER 159049 0 7323 0 8294 0 0 0 1072 0 175738 0 0 0 AIMEE S ALEXANDER AFTER HOURS TEAM LEADER 132667 0 9198 0 7250 0 0 0 8321 0 157436 0 0 0 PART I, LINE 6 THE EXECUTIVE DIRECTOR AND CHIEF OPERATING OFFICER BOTH HAVE CONSOLIDATED CHANGE IN NET ASSETS (NET INCOME) AS ONE OF THEIR BONUS GOALS. THERE ARE MULTIPLE GOALS WITH EACH ASSIGNED A WEIGHTED VALUE IN ARRIVING AT THE OVERALL PERCENT OF GOALS ACHIEVED. ONE OF THE MULTIPLE BONUS GOALS IS MEETING OR EXCEEDING THE CONSOLIDATED CHANGE IN NET ASSETS PRIOR TO INTEREST INCOME AND INVESTMENT RETURNS (NET INCOME PRIOR TO INTEREST INCOME AND INVESTMENT RETURNS) FOR HOSPICE AUSTIN, CENTRAL TEXAS PALLIATIVE CARE ASSOCIATES AND THE HOSPICE AUSTIN FUND, RELATED ENTITIES. 0 1 1 PART I, LINE 32B: HOSPICE AUSTIN USES PUBLIC AUTO AUCTIONS TO PROCESS CAR DONATIONS. THE DONATED CARS ARE AUCTIONED OFF AND HOSPICE AUSTIN RECEIVES THE NET PROCEEDS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY BOTH HOSPICE AUSTIN'S FISCAL MANAGEMENT COMMITTEE AND FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS AND RECUES THEMSELVES FROM VOTING ON ANY MATTERS WITH WHICH THEY HAVE A CONFLICT. ADDITIONALLY, AT EVERY BOARD MEETING, ONE OF THE FIRST AGENDA ITEMS IS INQUIRY ABOUT ANY CONFLICTS OF INTEREST THAT REQUIRE DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: DETERMINING COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL INCLUDES THE COLLECTION OF COMPARABLE DATA (COMPARABLE POSITIONS OF COMPARABLE ORGANIZATIONS OBTAINED FROM PUBLISHED SALARY SURVEY REPORTS AND FORM 990S OF OTHER ORGANIZATIONS). THE DATA IS REVIEWED AND DISCUSSED BY THE PERSONNEL AND COMPENSATION COMMITTEE. ONCE AN APPROPRIATE SALARY IS AGREED UPON, THAT RECOMMENDATION IS DOCUMENTED AND SUBMITTED TO BOTH THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF HOSPICE AUSTIN FOR APPROVAL. AFTER REVIEW AND DISCUSSION, THE COMMITTEES AND BOARD'S DECISIONS ARE DOCUMENTED. NO INDIVIDUAL WITH A CONFLICT OF INTEREST IS INVOLVED IN THE DECISION. LINE 15B: THE PROCESS FOR DETERMINING COMPENSATION AND PAY GRADE FOR ALL OTHER EMPLOYEES INCLUDES THE COLLECTION AND REVIEW OF COMPARABLE DATA (COMPARABLE POSITIONS OF COMPARABLE ORGANIZATIONS OBTAINED FROM PUBLISHED SALARY SURVEY REPORTS). THE DATA IS REVIEWED AND DISCUSSED BY THE PERSONNEL AND COMPENSATION COMMITTEE. AFTER REVIEW AND DISCUSSION, THE COMMITTEE'S RECOMMENDATION IS DOCUMENTED AND SUBMITTED TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF HOSPICE AUSTIN FOR APPROVAL. AFTER REVIEW AND DISCUSSION, THE COMMITTEES AND BOARD'S DECISIONS ARE DOCUMENTED. NO INDIVIDUAL WITH A CONFLICT OF INTEREST IS INVOLVED IN THE DECISION. FORM 990, PART VI, SECTION C, LINE 19 UPON WRITTEN REQUEST, THESE DOCUMENTS WILL BE MADE AVAILABLE FOR PUBLIC INSPECTION. THE RETURN IS ALSO LISTED ON THE GUIDESTAR WEBSITE. FORM 990, PART IX, LINE 24E HOSPITAL INPATIENT CARE : PROGRAM SERVICE EXPENSES 1,191,570. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,191,570. DURABLE MEDICAL EQUIPMENT : PROGRAM SERVICE EXPENSES 839,784. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 839,784. MEDICAL SUPPLIES : PROGRAM SERVICE EXPENSES 697,099. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 697,099. PATIENT CARE EXPENSES : PROGRAM SERVICE EXPENSES 603,219. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 603,219. BUILDING EXPENSE : PROGRAM SERVICE EXPENSES 299,965. MANAGEMENT AND GENERAL EXPENSES 47,146. FUNDRAISING EXPENSES 3,773. TOTAL EXPENSES 350,884. MISCELLANEOUS EXPENSES : PROGRAM SERVICE EXPENSES 245,837. MANAGEMENT AND GENERAL EXPENSES 37,704. FUNDRAISING EXPENSES 56,478. TOTAL EXPENSES 340,019. COMMUNICATION : PROGRAM SERVICE EXPENSES 283,405. MANAGEMENT AND GENERAL EXPENSES 12,909. FUNDRAISING EXPENSES 2,643. TOTAL EXPENSES 298,957. SECURITY : PROGRAM SERVICE EXPENSES 88,021. MANAGEMENT AND GENERAL EXPENSES 2,371. FUNDRAISING EXPENSES 191. TOTAL EXPENSES 90,583. PERSONNEL COSTS : PROGRAM SERVICE EXPENSES 26,163. MANAGEMENT AND GENERAL EXPENSES 44,859. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,022. PRINTING : PROGRAM SERVICE EXPENSES 52,524. MANAGEMENT AND GENERAL EXPENSES 4,252. FUNDRAISING EXPENSES 14,053. TOTAL EXPENSES 70,829. EQUIPMENT RENTAL : PROGRAM SERVICE EXPENSES 13,413. MANAGEMENT AND GENERAL EXPENSES 2,709. FUNDRAISING EXPENSES 355. TOTAL EXPENSES 16,477. IN-KIND GOODS AND SERVICES : PROGRAM SERVICE EXPENSES 3,671. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,671. ADMIN SUPPLIES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,540. TOTAL EXPENSES 1,540. FORM 990, PART XII, LINE 2C,AUDIT OVERSIGHT/SELECTION OF INDEPENDENT ACCT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOSPICE AUSTIN FUND 4107 SPICEWOOD SPRINGS RD 100 AUSTIN TX 78759 742927948 TYPE 1 SUPPORTING ORGANIZATION OF HOSPICE AUSTIN TX 501(C)(3) LINE 12A, I 1 CENTRAL TEXAS PALLIATIVE CARE ASSOCIATION 4107 SPICEWOOD SPRINGS RD 100 AUSTIN TX 78759 743000910 PROVIDES MEDICAL DIRECTOR SERVICES TO HOSPICE AUSTIN TX 501(C)(3) LINE 10 1 0 1 1 1 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 HOSPICE AUSTIN FUND D 18335 CASH CENTRAL TEXAS PALLIATIVE CARE ASSOCIATES B 1028119 CASH CENTRAL TEXAS PALLIATIVE CARE ASSOCIATES L 313908 CASH CENTRAL TEXAS PALLIATIVE CARE ASSOCIATES Q 1093307 CASH CENTRAL TEXAS PALLIATIVE CARE ASSOCIATES M 1529515 CASH HOSPICE AUSTIN FUND C 550000 CASH