2021-09-28T15:26:57-05:00 2020-12-31 454051133 FREED MAXICK CPAS PC 424 MAIN STREET SUITE 800 BUFFALO NY 142023508 990 2020-01-01 223141532 HOSPICE & PALLIATIVE CARE BUFFALO INC HOSP 7166861900 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 ROSEANN MCANULTY CHIEF OPERATING OFFICER 7166861900 2021-09-16 1 ROSEANN MCANULTY 999009999 MARY MADONIA P00405803 7168472651 2021-09-16 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRISTOPHER KERR MD 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 12920446 0 X WWW.HOSPICEBUFFALO.ORG X 1997 NY WE ARE WESTERN NEW YORK'S COMMUNITY BASED HEALTHCARE ORGANIZATION DEDICATED TO THE CARE AND SUPPORT OF INDIVIDUALS WITH A SERIOUS OR END OF LIFE ILLNESS. WE REPRESENT A PASSIONATE AND DIVERSE TEAM OF PROFESSIONALS DEDICATED TO THE HOLISTIC CARE OF HUMAN BEINGS REGARDLESS OF SETTING. WE ARE A LEARNING ORGANIZATION WITH A GOAL OF EDUCATION, COLLABORATION, INNOVATION, AND RESEARCH. 19 18 80 44 0 0 332958 1017337 11726474 11763227 -1480 66609 14742 13025 12072694 12860198 0 0 0 0 9117256 9873191 0 0 0 4122847 4032697 13240103 13905888 -1167409 -1045690 15734377 15740512 7786346 8838171 7948031 6902341 X WE ARE WESTERN NEW YORK'S COMMUNITY BASED HEALTHCARE ORGANIZATION DEDICATED TO THE CARE AND SUPPORT OF INDIVIDUALS WITH A SERIOUS OR END OF LIFE ILLNESS. WE REPRESENT A PASSIONATE AND DIVERSE TEAM OF PROFESSIONALS DEDICATED TO THE HOLISTIC CARE OF HUMAN BEINGS REGARDLESS OF SETTING. WE ARE A LEARNING ORGANIZATION WITH A GOAL OF EDUCATION, COLLABORATION, INNOVATION AND RESEARCH. 0 0 10245933 11776252 OPERATED A WESTERN NEW YORK COMMUNITY BASED HEALTHCARE ORGANIZATION DEDICATED TO THE CARE AND SUPPORT OF INDIVIDUALS WITH A SERIOUS OR END OF LIFE ILLNESS. REPRESENTED A PASSIONATE AND DIVERSE TEAM OF PROFESSIONALS DEDICATED TO THE HOLISTIC CARE OF HUMAN BEINGS REGARDLESS OF SETTING AND WERE A LEARNING ORGANIZATION WITH GOALS OF EDUCATION, COLLABORATION, INNOVATION, AND RESEARCH. 10245933 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 21 0 1 80 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X THE ORGANIZATION 7166861900 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 BRENDAN HARRINGTON TRUSTEE 1.00 3.00 X 0 0 0 CHERYL A KLASS RN TRUSTEE 1.00 3.00 X 0 0 0 CHRISTOPHER KERR MD TRUSTEE/CMO/CEO 31.50 6.00 X X 412651 84519 44160 G RICHARD BRAEN MD TRUSTEE 1.00 3.00 X 0 0 0 HURON O HILL II DDS TRUSTEE 1.00 3.00 X 0 0 0 JOCK MITCHELL EMERITUS TRUSTEE (NON-VOTING) 1.00 3.00 X 0 0 0 JOHN D REINHOLD TRUSTEE 1.00 3.00 X 0 0 0 JOHN L D'ANGELO TRUSTEE 1.00 3.00 X 0 0 0 JOYCE A MARKIEWICZ TRUSTEE 1.00 3.00 X 0 0 0 MICHAEL EDBAUER DO MBA TRUSTEE 1.00 3.00 X 0 0 0 MICHAEL W LAIPPLE EMERITUS TRUSTEE (NON-VOTING) 1.00 3.00 X 0 0 0 NANCY NIELSEN MD PHD TRUSTEE 1.00 3.00 X 0 0 0 NORA K MCGUIRE TRUSTEE/CHAIR 1.00 4.00 X X 0 0 0 PAUL DUGGAN CFP TRUSTEE 1.00 4.00 X 0 0 0 R BUFORD SEARS EMERITUS TRUSTEE (NON-VOTING) 1.00 3.00 X 0 0 0 ROBERT J SCHRECK ESQ TRUSTEE 1.00 3.00 X 0 0 0 RYAN M ZEBRO TRUSTEE/SECRETARY 1.00 4.00 X X 0 0 0 THOMAS J FOELS MD MMM TRUSTEE 1.00 3.00 X 0 0 0 TRACEY O'CONNOR MD TRUSTEE 1.00 3.00 X 0 0 0 VARUN CHANDHOK TRUSTEE 1.00 3.00 X 0 0 0 VICKI FEINE TRUSTEE 1.00 3.00 X 0 0 0 VINCE J MANCUSO TRUSTEE/VICE CHAIR 1.00 4.00 X X 0 0 0 JOSEPH BACH CHIEF INFO OFFICER (TO 7/31/20) 36.50 1.00 X 207433 0 18533 KRISTIE WHITE COMPTROLLER 36.50 1.00 X 143368 0 16498 MAUREEN M LEHSTEN CHIEF FINANCIAL OFFICER (TO 8/10/20) 36.50 1.00 X 239285 0 23049 ROSEANN MCANULTY CHIEF OPERATING OFFICER 36.50 1.00 X 252064 0 23447 ELIZABETH SIDERAKIS VICE PRESIDENT HOSPICE FOUNDATION 11.00 26.50 X 47620 116587 13898 JENNIFER VALENTINE DIRECTOR OF OPERATIONS 37.50 X 138093 0 25938 LYNN RIKER CLINICAL MARKETING DIRECTOR 37.50 X 102195 0 8808 PATRICK T FLYNN PRESIDENT FOUNDATION (TO 4/30/20) 2.50 35.00 X 19502 259098 10693 SUSAN HEROLD HUMAN RESOURCES VP 37.50 X 194426 0 16079 1756637 460204 201103 8 0 1 1 0 81150 936187 1017337 ADMINISTRATIVE SERVICE 561000 8210986 8210986 CONTRACTUAL ADMINISTRATIVE REVENU 561700 2524320 2524320 FACILITY SERVICES 561700 1027921 1027921 11763227 126857 60248 66609 66609 66609 MISCELLANEOUS 561000 13025 13025 13025 12860198 11776252 0 66609 X 1372981 1372981 6428270 6428270 381310 381310 1365313 1365313 325317 325317 19493 19493 68464 68464 605180 605180 193586 193586 592904 592904 239134 239134 78389 78389 15151 15151 38510 38510 876099 876099 226648 226648 OTHER/MISCELLANEOUS 655948 655948 CONTRACTED SERVICES 105738 105738 TELEPHONE 81500 81500 EQUIPMENT RENTAL AND MA 77702 77702 158251 120000 38251 13905888 10245933 3659955 0 548119 924101 620548 387917 355853 457289 25617631 16450415 9447778 9167216 4762079 4803989 15734377 15740512 915970 1632166 6870376 7206005 7786346 8838171 X 7948031 6902341 7948031 6902341 15734377 15740512 -1045690 0 X X 0 1 X 1 0 X 297559 284851 241531 332958 1017337 2174236 11534732 11608022 12678186 11726474 11763227 59310641 4590 4415 8396 14742 13025 45168 11836881 11897288 12928113 12074174 12793589 61530045 0 0 0 61530045 11836881 11897288 12928113 12074174 12793589 61530045 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2085866 2085866 17696579 11315649 6380930 5835186 5134766 700420 9167216 RELATED PARTY RECEIVABLE 4803989 4803989 DUE TO RELATED PARTIES 6299879 MORTGAGES AND NOTES PAYBLE TO RELATED PARTIES 906126 7206005 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ENTITY AS DESCRIBED IN SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE CODE, AND ACCORDINGLY, NO PROVISION FOR FEDERAL TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. U.S. GAAP PROVIDES GUIDANCE ON THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT FOR INCOME TAX POSITIONS THAT THE ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE IN THE ORGANIZATION'S INCOME TAX RETURNS. THE ORGANIZATION TAKES MANY TAX POSITIONS RELATIVE TO TAX LAWS, INCLUDING THOSE TAKEN IN DETERMINING WHETHER TAX IS DUE, A REFUND IS OWED, A TAX RETURN NEEDS TO BE FILED, OR THE CHARACTERIZATION OF INCOME AS TAXABLE (FOR EXAMPLE, UNRELATED BUSINESS INCOME) OR NONTAXABLE. THE ORGANIZATION HAS NOT RECORDED ANY LIABILITIES RELATING TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION FILES ITS RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX IN THE U.S. FEDERAL JURISDICTION AND ITS ANNUAL FILING OF CHARITABLE ORGANIZATION IN NEW YORK STATE. X X X 1 0 0 0 0 0 0 0 0 CHRISTOPHER KERR MD TRUSTEE/CMO/CEO 348303 71339 57322 11741 7026 1439 27100 5550 9553 1957 449304 92026 0 0 PATRICK T FLYNN PRESIDENT FOUNDATION (TO 4/30/20) 4744 63028 28 369 14730 195701 443 5883 306 4061 20251 269042 0 0 ROSEANN MCANULTY CHIEF OPERATING OFFICER 223144 0 25000 0 3920 0 18239 0 5208 0 275511 0 0 0 MAUREEN M LEHSTEN CHIEF FINANCIAL OFFICER (TO 8/10/20) 148503 0 0 0 90782 0 13892 0 9157 0 262334 0 0 0 JOSEPH BACH CHIEF INFO OFFICER (TO 7/31/20) 107738 0 0 0 99695 0 10328 0 8205 0 225966 0 0 0 SUSAN HEROLD HUMAN RESOURCES VP 170174 0 20000 0 4252 0 15416 0 663 0 210505 0 0 0 ELIZABETH SIDERAKIS VICE PRESIDENT HOSPICE FOUNDATION 46084 112828 1450 3550 86 209 4001 9794 30 73 51651 126454 0 0 JENNIFER VALENTINE DIRECTOR OF OPERATIONS 134991 0 3000 0 102 0 12534 0 13404 0 164031 0 0 0 KRISTIE WHITE COMPTROLLER 123167 0 20000 0 201 0 11307 0 5191 0 159866 0 0 0 PART I, LINE 4A JOSEPH BACH (CHIEF INFORMATION OFFICER TO 7/31/20) - $77,699 SEVERANCE PAY. MAUREEN LEHSTEN (CHIEF FINANCIAL OFFICER TO 8/10/20) - $65,090 SEVERANCE PAY. PATRICK FLYNN (PRESIDENT OF FOUNDATION TO 4/30/20) - $194,415 SEVERANCE PAY. FORM 990, PART VII, SECTION A, LINE 5 REPORTABLE COMPENSATION FROM UNRELATED ORGANIZATION INCLUDED IN BASE COMPENSATION: MAUREEN LEHSTEN (CHIEF FINANCIAL OFFICER TO 8/10/20) - $34,103 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC JOSEPH BACH (CHIEF INFORMATION OFFICER TO 7/31/20) - $27,116 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC CHRISTOPHER KERR (CHIEF MEDICAL DIRECTOR/CHIEF EXECUTIVE OFFICER) - $48,721 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC SUSAN HEROLD (DIRECTOR OF HR) - $10,525 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC LYNN RIKER (CLINICAL MARKETING DIRECTOR) - $34,412 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC JENNIFER VALENTINE (DIRECTOR OF OPERATIONS) - $11,481 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC KRISTIE WHITE (COMPTROLLER) - $22,382 WAGES AND BENEFITS FROM SUPPORTIVE MEDICAL PARTNERS, PLLC SUPPORTIVE MEDICAL PARTNERS PLLC OWNERS OF THE PLLC ARE EMPLOYEES OF A RELATED EXEMPT ORGANIZATION. 2524320 ORGANIZATION PROVIDES PRACTICE MANAGEMENT AND BILLING SERVICES TO THE PLLC UNDER A WRITTEN MANAGEMENT AGREEMENT. 0 FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE INTERNAL ACCOUNTING STAFF. THE COMPLETED FORM IS PRESENTED TO THE AUDIT COMMITTEE AND BOARD OF DIRECTORS. AFTER A REVIEW HAS TAKEN PLACE, SUCH IS RECOMMENDED FOR SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A COMPREHENSIVE CORPORATE COMPLIANCE PLAN AND SET OF POLICIES. THE BOARD AND ALL EMPLOYEES ARE REQUIRED TO COMPLETE AN ANNUAL INSERVICE REGARDING CORPORATE COMPLIANCE. THE INSERVICE SPECIFICALLY REVIEWS THE POLICIES REGARDING CONFLICTS OF INTEREST, HOW TO DETERMINE IF A CONFLICT OF INTEREST HAS OCCURRED, AND ALL INSTANCES IN WHICH COMPLIANCE VIOLATIONS CAN BE REPORTED WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS, COMPENSATION COMMITTEE AND CEO HAVE THE RESPONSIBILITY AND OVERSIGHT OF ALL ELEMENTS OF EXECUTIVE COMPENSATION. AN ANNUAL REVIEW AND APPROVAL IS COMPLETED BY THE COMMITTEE. IN THE REVIEW PROCESS, ANNUAL COMPENSATION AND KEY GOALS ARE REVIEWED. THE COMMITTEE ALSO COMPARES COMPENSATION OF KEY EMPLOYEES TO SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 18 AVAILABILITY OF THE ORGANIZATION'S IRS FORM 990 IS DISCLOSED ON THE WEBSITE AND REQUESTS ARE RECEIVED VIA THE WEBSITE, PHONE OR MAIL. THE ORGANIZATION'S IRS FORM 990 IS ALSO AVAILABLE ON THE WEBSITE, GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. AVAILABILITY IS DISCLOSED ON THE WEBSITE AND REQUESTS ARE RECEIVED VIA THE WEBSITE, PHONE,OR MAIL. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 397,865. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 397,865. SECURITY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 207,315. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 207,315. FORM 990, PART IX, LINE 24E SUPPLIES: PROGRAM SERVICE EXPENSES 60,939. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,939. PRINTING AND PUBLICATIONS: PROGRAM SERVICE EXPENSES 46,097. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,097. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 30,065. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,065. DUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,474. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,474. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 12,964. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,964. STAFF RECRUITMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,984. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,984. DIETARY/BISTRO: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,055. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,055. BOOKS AND PERIODICALS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,420. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,420. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,050. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,050. PHOTOGRAPHY EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,402. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,402. PENSION ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -32,199. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -32,199. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR TO THE PROCESS THAT THE ORGANIZATION HAS IN PLACE FOR THE OVERSIGHT OF THE AUDIT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PALLIATIVE CARE INSTITUTE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 161593163 INTERCONNECT COMMUNITY AND UNIVERSITY EFFORTS ACROSS DISCIPLINES NY 501(C)(3) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 1 HOSPICE BUFFALO 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 510202066 PROVIDE EMOTIONAL, SPIRITUAL,SOCIAL AND MEDICARE CARE TO PATIENTS NY 501(C)(3) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 1 HOSPICE FOUNDATION OF WNY 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 223137812 ACCEPTS, ADMINISTERS & INVESTS ALL CHARITABLE FUNDS NY 501(C)(3) LINE 7 HOSPICE & PALLIATIVE CARE BUFFALO INC 1 KRESGE RESIDENCE INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 161467560 PROVIDE SKILLED NURSING SERVICES. NY 501(C)(3) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 1 LIFE TRANSITION CENTER INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 222203558 HELP PEOPLE COPE WITH DEATH RELATED ISSUES NY 501(C)(3) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 1 SAUNDERS PROPERTIES OF WNY INC 225 COMO PARK BLVD CHEEKTOWAGA NY 14227 205359753 HOLD PROPERTIES FOR ITS PARENT COMPANY NY 501(C)(2) LINE 10 HOSPICE & PALLIATIVE CARE BUFFALO INC 1 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 HOSPICE FOUNDATION OF WNY C 81150 CASH TRANSFER HOSPICE FOUNDATION OF WNY E 906126 END OF YEAR LOAN BALANCE HOSPICE BUFFALO Q 7387665 FAIR VALUE OF SERVICES HOSPICE FOUNDATION OF WNY Q 718394 FAIR VALUE OF SERVICES PALLIATIVE CARE INSTITUTE Q 104928 FAIR VALUE OF SERVICES HOSPICE BUFFALO L 926658 FAIR VALUE OF SERVICES