2022-11-15T14:22:32-06:00 2021-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2021-01-01 341256377 Hospice of The Western Reserve Inc % JEFF KOVACS HOSP 2163832222 17876 St Clair Avenue Cleveland OH 44110 William Finn President & CEO 2163832222 2022-11-15 true William Finn 999009999 Joseph C Sbrocco CPA P00069069 2168311200 3 2021 2022-09-23 18:48:47Z WILLIAM E FINN 17876 ST CLAIR CLEVELAND OH 44110 90918547 false X WWW.HOSPICEWR.ORG X 1978 OH WE PROVIDE PALLIATIVE END OF LIFE CARE, CAREGIVER SUPPORT, AND BEREAVEMENT SERVICES THROUGHOUT NORTHERN OHIO. WE STRIVE TO RELIEVE SUFFERING & ENHANCE COMFORT IN END OF LIFE CARE. 20 20 0 1068 0 6287567 3908034 68543504 72783776 3785907 6108398 675000 1029977 79291978 83830185 0 0 0 0 40099756 39968520 0 0 1183154 32494161 35821335 72593917 75789855 6698061 8040330 116838223 122957619 30943497 29517902 85894726 93439717 HOSPICE OF THE WESTERN RESERVE PROVIDES PALLIATIVE END-OF-LIFE CARE, CAREGIVER SUPPORT, AND BEREAVEMENT SERVICES THROUGHOUT NORTHERN OHIO. IN CELEBRATION OF THE INDIVIDUAL WORTH OF EACH LIFE, WE STRIVE TO RELIEVE SUFFERING, ENHANCE COMFORT, PROMOTE QUALITY LIFE, FOSTER CHOICE IN END-OF-LIFE CARE AND SUPPORT EFFECTIVE GRIEVING. false false 54797200 73720493 HOSPICE CARE SERVICES ARE ABOUT PROVIDING PEOPLE (ADULTS AND CHILDREN) WITH A LIFE-LIMITING ILLNESS, AND THEIR FAMILIES WITH CHOICES AND DIGNITY. CARE IS PROVIDED WHEREVER THE PATIENTS LIVE; IN THEIR HOME, IN A HOSPITAL, ASSISTED LIVING/LONG-TERM CARE FACILITY OR at two HOSPICE HOUSE residential facilities. IN 2021, HOSPICE OF WESTERN RESERVE PROVIDED 313,627 PATIENT DAYS. CARE IS PROVIDED BY A TEAM OF PAID STAFF AND VOLUNTEERS WHO ARE AVAILABLE 24-HOURS A-DAY, SEVEN DAYS A WEEK. ADDITIONALLY, BEREAVEMENT SERVICES ARE PROVIDED FOR FAMILIES FOR MORE THAN A YEAR FOLLOWING THE LOSS OF A LOVED ONE. 54797200 true true false false false false false false false true true false false false true false false true false false true false false false true false false false false true true false false false false false false false false false false true false false false true true true true false false true 70 0 true 0 true false false false false false false true false false false false false X 20 20 false false false false false false false true true false false true true true true true true true false false OH X JEFF KOVACS 2163832222 17876 ST CLAIR CLEVELAND OH 44110 WILLIAM E FINN PRESIDENT & CEO 3.0 42.0 X 0 472593 30485 MARINA LAZBIN Assoc. Medical Director 40.0 3.0 X 0 256983 27594 JEANNETTE SPRENG ASSOCIATE MEDICAL DIRECTOR 40.0 3.0 X 0 224158 24945 KEVIN DIETER ASSOCIATE MEDICAL DIRECTOR 40.0 3.0 X 0 234041 12255 JOHN MASTROJOHN III EXECUTIVE VP/COO 40.0 0.0 X 0 209573 22272 JULIA A BARTEL CHIEF CLINICAL OFFICER 40.0 6.0 X 0 205525 23702 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 40.0 3.0 X 0 224435 3508 JEFFREY KOVACS CHIEF FINANCIAL OFFICER 3.0 42.0 X 0 167703 9969 MICHAEL BAACH VICE CHAIR 2.0 1.0 X X 0 0 0 WILLIAM BOWMAN DIRECTOR 1.0 0.0 X 0 0 0 NEROY CARTER DIRECTOR 1.0 1.0 X 0 0 0 ALFRED CONNORS CHAIR EMERITUS 1.0 1.0 X 0 0 0 RAYMOND CUSHING DIRECTOR 1.0 0.0 X 0 0 0 DAN DEMONICA DIRECTOR 1.0 1.0 X 0 0 0 ELIZABETH DOMHOLDT DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM HERZBERGER CHAIR 2.0 1.0 X X 0 0 0 MICHAEL JACOBSON DIRECTOR 1.0 1.0 X 0 0 0 VIRGINIA MLACK MOONEY DIRECTOR 1.0 1.0 X 0 0 0 LAURA NAVIN SECRETARY 2.0 1.0 X X 0 0 0 FAITH NOBLE DIRECTOR 1.0 0.0 X 0 0 0 K KAY POTETZ DIRECTOR 1.0 1.0 X 0 0 0 MARY OGRINC DIRECTOR 1.0 1.0 X 0 0 0 MARK RIBBINS DIRECTOR 1.0 1.0 X 0 0 0 MARK ROSS TREASURER 2.0 1.0 X X 0 0 0 MICHAEL SANDRIDGE DIRECTOR 1.0 2.0 X 0 0 0 MARK SCHROEDER DIRECTOR 1.0 1.0 X 0 0 0 WILLIAM SPRINGER DIRECTOR 1.0 1.0 X 0 0 0 WILLIAM STIGELMAN DIRECTOR 1.0 1.0 X 0 0 0 0 1995011 154730 0 false true false PARK PLACE TECHNOLOGIES LLC 5910 LANDERBROOK DRIVE SUITE 300 MAYFIELD HEIGHTS OH 44124 IT & STAFFING SVCS 137989 SCHILL GROUNDS MANAGEMENT LLC 5000 MILLS INDUSTRIAL PARKWAY NORTH RIDGEVILLE OH 44039 LANDSCAPING/SNOWPLOW 115621 TRANSIMPACT LLC PO BOX 4758 EMERALD ISLE NC 28594 IT CONSULTING 361038 RON JAMES DBA RJ3 SECURITY CONSUL 1200 SHARONBROOK DR TWINSBURG OH 44087 ON-SITE SECURITY 143775 INVOLTA 1343 BELMONT AVE YOUNGSTOWN OH 44504 DATA CONNECTIONS 102684 6 103335 124324 3680375 99816 3908034 HOSPICE CARE SERVICES 623000 72295875 72295875 COVID RELIEF FUNDS 900099 487901 487901 72783776 1001734 1001734 0 0 0 0 0 12149716 6858101 188951 5291615 -188951 5106664 5106664 134570 124324 41310 93260 93260 0 0 0 0 0 0 RESALE SHOP 900099 577557 577557 MISCELLANEOUS REVENUE 900099 359160 359160 936717 83830185 73720493 6201658 0 0 0 0 0 0 30358589 23880865 5992097 485627 380879 299609 75177 6093 6829627 5372364 1348014 109249 2399425 1887451 473592 38382 9242336 771262 8231170 239904 10298 859 9172 267 0 0 0 0 3378058 845236 2439814 93008 961 81 855 25 1174853 576339 543076 55438 0 0 1181541 873557 236900 71084 213 168 42 3 0 19431 13882 5218 331 523921 387354 136567 0 1768299 1562465 166503 39331 247879 183266 49700 14913 NURSING FACILITIES 10220384 10220384 MEDICAL SUPPLIES 4727908 4727908 PATIENT SERVICES 1194822 1194822 PATIENT SUPPLIES 961640 961640 1168791 1037688 101604 29499 75789855 54797200 19809501 1183154 9822062 8101533 0 0 2885946 2031149 13741240 17434064 0 0 0 0 0 0 0 0 601179 584566 53333375 16477320 37396152 36856055 51518935 57180664 490016 405171 0 0 382693 364417 0 0 116838223 122957619 7832713 7399491 0 0 13005 20910 21761250 20926250 0 0 0 0 0 0 0 0 1336529 1171251 30943497 29517902 X 79189386 87489466 6705340 5950251 85894726 93439717 116838223 122957619 X 8040330 -566474 71135 X false true X true true true X 3409127 3498608 3874225 6287567 3908034 20977561 86237224 84991531 63301954 68543504 72783776 375857989 0 0 0 89646351 88490139 67176179 74831071 76691810 396835550 0 0 0 396835550 1657138 1955493 1478548 924383 1001734 7017296 0 1657138 1955493 1478548 924383 1001734 7017296 93260 93260 1033647 904269 718448 649822 936717 4242903 92337136 91349901 69373175 76405276 78723521 408189009 0.97219 0.97274 0.01719 0.01688 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2558701 125516 294566 37625 6574 2934584 2426114 207119 316407 390939 2558701 1985974 354969 85171 2426114 1739886 367973 -121885 1985974 1304458 118763 316665 1739886 0.57560 0.42440 false false 9303814 9303814 35994759 12773700 23221059 690363 352392 337971 3187374 1407752 1779622 4157065 1943476 2213589 36856055 0 ANNUITY OBLIGATIONS 39827 DEFERRED COMPENSATION OBLIGATI 405171 INTEREST RATE SWAP 263921 INTERCOMPANY PAYABLE 462332 1171251 INTENDED USES OF ENDOWMENT FUNDS DONOR-IMPOSED STIPULATIONS INDICATING THAT THE FUNDS BE MAINTAINED PERMANENTLY BY THE ORGANIZATION AND THAT ALLOW THE INCOME EARNED ON ANY RELATED INVESTMENT TO BE USED FOR GENERAL PURPOSES OR AS DIRECTED BY THE DONOR. Central America and the Caribbean 0 0 Investments 2044941 0 0 0 0 2044941 2044941 false false false true true false WALK TO REMEMBE 258894 124324 134570 8703 12786 1330 2465 16026 0 258894 124324 134570 8703 12786 1330 2465 16026 41310 93260 X X X X false true false false false false false false false WILLIAM E FINN PRESIDENT & CEO 0 372558 0 100035 0 0 0 7732 0 22753 0 503078 0 JULIA A BARTEL CHIEF CLINICAL OFFICER 0 205525 0 0 0 0 0 949 0 22753 0 229227 0 JEFFREY KOVACS CHIEF FINANCIAL OFFICER 0 167703 0 0 0 0 0 2590 0 7379 0 177672 MARINA LAZBIN Assoc. Medical Director 0 256983 0 0 0 0 0 4024 0 23570 0 284577 0 KEVIN DIETER ASSOCIATE MEDICAL DIRECTOR 0 234041 0 0 0 0 0 3641 0 8614 0 246296 0 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 0 224435 0 0 0 0 0 3508 0 0 0 227943 0 JEANNETTE SPRENG ASSOCIATE MEDICAL DIRECTOR 0 224158 0 0 0 0 0 3641 0 21304 0 249103 0 JOHN MASTROJOHN III EXECUTIVE VP/COO 0 209573 0 0 0 0 0 3280 0 18992 0 231845 0 SCHEDULE J, PART I, #4B PARTICIPATE IN, RECEIVE PAYMENT FROM, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WILLIAM FINN PARTICIPATES IN A NONQUALIFIED RETIREMENT PLAN WITH NO EMPLOYER CONTRIBUTIONS. A CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY 341029691 2010-12-30 21565000 RETIRE 1999 BONDS AND CONSTRUCT FA false false false B COUNTY OF MEDINA OHIO 346001851 2016-08-25 5626000 REPAY PREVIOUS LOANS OF HOSPICE OF false false false A 5403750 0 21565000 0 120302 0 397023 0 0 17480849 3566826 0 2012 true false true true B 861000 0 5626000 0 0 0 100313 0 0 0 5525687 0 2012 true false true true A false false false false 0 false false false true B false false false false 0 false false false true A false true true true Huntington 10. false false false 0 false B false true true true Huntington 20. false false false 0 false A B X 11 99816 stock quote false true false PAGE 6, PART VI, SECTION C, #19 DOCUMENTS AVAILABLE TO PUBLIC HOSPICE OF THE WESTERN RESERVE DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES UPON REQUEST and INSPECTION AT THE HEADQUARTERS OFFICE. HOSPICE OF THE WESTERN RESERVE DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC AT THIS TIME. PAGE 6, PART VI, SECTION B, #15A PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION OF THE CEO IS BASED ON LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. WITH THE HELP OF THE HUMAN RESOURCES TEAM, THE ORGANIZATION PARTICIPATES IN ANNUAL AND SPECIAL COMPENSATION SURVEYS AND THE RESULTING DATA IS SHARED WITH THE BOARD OF DIRECTORS. COMPENSATION INFORMATION IS ALSO OBTAINED FROM FORM 990'S FROM OTHER COMPARABLE NOT-FOR-PROFIT HOSPICES. IN ADDITION, EACH BOARD DIRECTOR IS ASKED TO RESPOND TO A QUESTIONNAIRE EVALUATING THE CEO'S PERFORMANCE COMPARED TO GOALS ESTABLISHED DURING THE PREVIOUS YEAR'S EVALUATION. THE RESULTS OF THE QUESTIONNAIRES ARE TABULATED AND SHARED WITH THE BOARD'S EXECUTIVE COMMITTEE. BASED ON THE THE LABOR MARKET DATA AND ANNUAL PERFORMANCE EVALUATION PROCESS, THE EXECUTIVE COMMITTEE THEN ESTABLISHES THE CEO'S COMPENSATION LEVEL AS WELL AS ANY PERFORMANCE BONUS THAT MAY BE PROVIDED. FOR OTHER KEY OFFICERS, THE PROCESS IS SIMILAR TO THE PROCESS NOTED ABOVE. THE ORGANIZATION OBTAINS LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. THE ORGANIZATION PARTICIPATES IN ROUTINE SPECIAL COMPENSATION SURVEYS AND THE RESULTING DATA IS SHARED WITH THE CEO. IN ADDITION, THE INTERNAL ALIGNMENT OF OUR POSITIONS IS PERIODICALLY REVIEWED. RATES OF PAY ARE REVIEWED AND ESTABLISHED FOR INTERNAL POSITIONS BASED ON EQUITABLE RELATIONSHIPS AND THE DIFFICULTY AND RESPONSIBILITY OF WORK PERFORMED. RECOMMENDATIONS FOR REQUISITE CHANGES ARE DISCUSSED WITH THE CEO. THE OFFICER'S PERFORMANCE IS REVIEWED ON AN ANNUAL BASIS BY THE CEO. BASED ON THE INDIVIDUAL'S ANNUAL PERFORMANCE AND GOALS ACHIEVED, AND THE INTERNAL AND EXTERNAL DATA, THE CEO WILL ESTABLISH THE COMPENSATION LEVEL FOR HIS OFFICERS. THIS PROCESS HELPS US MAINTAIN THE ORGANIZATION'S INTERNAL ALIGNMENT AND EXTERNAL COMPETITIVENESS. THE ABOVE PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE. PAGE 6, PART VI, SECTION A, #11B FORM 990 REVIEW PROCESS Initially the Form 990 is prepared by the outside accounting firm who then sends it to management for their review and approval. Management then forwards the Form 990 to the Finance Committee of the Board for their review and approval before it is finalized. Then, it is made available to the full Board for their review, prior to filing the form with the IRS. PAGE 6, PART VI, SECTION B, #12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY All Board members and employees are required to submit a disclosure statement at the beginning of employment and annually thereafter. If a matter arises which a Board member or employee has a conflict of interest, it shall be promptly disclosed to the Board or Chief Executive Officer as appropriate. Staff may initiate disclosure through their supervisor. However, the Board member or employee shall not participate in the discussion or vote to determine whether a conflict exists unless requested to do so. PAGE 12, PART XI, #9 RECONCILIATION OF NET ASSETS CHANGE IN FAIR VALE OF INTEREST RATE SWAP - 63,258 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 7,877 --------- 71,135 WESTERN RESERVE AT HOME SUPPORT LLC 17876 SAINT CLAIR AVE CLEVELAND OH 44110 464329577 ILLNESS MGT OH 0 HWR HOSPICE OF MEDINA COUNTY 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341363926 Hospice OH 501(C)(3) 10 WRCS false Western Reserve Care Solutions 17876 ST CLAIR AVENUE Cleveland OH 44110 832255711 Holding co OH 501(c)(3) 12b na false HOSPICE OF WESTERN RESERVE AT UH LLC 17876 ST CLAIR AVENUE CLEVELAND OH 44110 832806180 HOSPICE OH 501(C)(3) 10 N/A false Hospice of the Western Reserve Foundatio 17876 St Clair Avenue cleveland OH 441102602 863150092 Finl support OH 509(A)(3) HWR false false true false true false false false false false false false true false true true false false false false