2020-11-10T14:00:40-06:00 2020-06-30 350921680 CROWE LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990 2019-07-01 953275679 The Elizabeth Hospice Inc ELIZ 7607372050 500 La Terraza BLVD 130 Escondido CA 920253876 Deena Nelson c 2020-11-10 true DIANE BROWN P01578407 4155761100 2019 2021-01-29 14:40:06Z Sarah McSpadden 500 La Terraza BLVD 130 Escondido CA 920253876 49337143 false X www.elizabethhospice.org X 1978 CA TO ENHANCE THE QUALITY OF LIFE FOR THOSE NEARING THE END OF LIFE'S JOURNEY AND FOR THOSE WHO GRIEVE THROUGH RESPONSIVE MEDICAL, EMOTIONAL, AND SPIRITUAL SUPPORT. 14 13 375 491 0 0 2871652 3521733 36954361 36766044 612609 337327 458436 523245 40897058 41148349 0 0 0 0 29494281 27096883 0 0 886380 10786404 11010664 40280685 38107547 616373 3040802 29196430 36554482 4940227 8930225 24256203 27624257 To enhance the quality of life for those nearing the end of life's journey and for those who grieve. false false 29628282 37251184 The Elizabeth Hospice is a pioneer in the hospice movement. We are an experienced and trusted community resource that provides care and support for those facing the challenges brought on by advanced serious illness. Our services for both children and adults include hospice care for those with a prognosis of six months or less; palliative care for those living with a chronic advanced serious illness who are not hospice eligible; and, comprehensive grief support for patients, family as well as the general community. Since 1978, we have touched the lives of more than 100,000 people in San Diego County and Southwest Riverside County.The Elizabeth Hospice is an independent, nonprofit organization that relies on charitable contributions to ensurethat these services are available to all who need them, regardless of insurance coverage or their ability to pay. All donations support our local programs as well as programs that are open to the community. 500845 2878 Childrens Grief Support - Our specialized children's bereavement program is the only one of its kind in San Diego County. It is open to all grieving children (3 to 17 years old) and their caregivers. There is no cost to participate. A patient affiiation is not required. There are four components to the program: individual counseling; peer groups conducted at our Children's Centers; school-based on-campus support in 20 school districts (8-week student peer groups and training for school staff on how to support grieving student); and, two annual grief camps. Our counseling professionals work with children 3 to 17 years old as well as providing support for their caregivers. 332723 38348 The Elizabeth Hospice offers comprehensive grief counseling for all ages. These services are open to all in the community regardless of how their loved one died. It does not require a patient affiliation to access services. Individual counseling and group support are available at our facilities in Temecula, Mission Valley, Carlsbad and Escondido. Support groups include general grief support, spousal loss, child loss, infant loss and parent loss as well as a comprehensive program to address children's grief. 30461850 true true false false false false false false true true false false false false true true false false false false false false false true false false false false true false false false false false false false true true false false false false true false false false true 84 0 true 375 true false false false false false true true false false false false false false false X 14 13 false false true false false false false true true false false true true true true true true true true false CA X X Deena Nelson 7607372050 500 La Terraza Blvd Ste 130 Escondido CA 92025 Dan Laframboise Director/Treasurer 1.0 X X 0 0 0 Debra Lange Director/Corporate Secretary 1.0 X X 0 0 0 Janet Jones President/CEO 25.0 15.0 X X 396493 0 23407 Brian Walsh Director 1.0 X 0 0 0 Cynthia Robertson Director 1.0 X 0 0 0 Doug Dawson Director 1.0 X 0 0 0 Edward Croft Director 1.0 X 0 0 0 Fred Nasseri Director 1.0 X 0 0 0 George Olmstead Director 1.0 X 0 0 0 Lori Rappaport Director 1.0 X 0 0 0 mark neu Director 1.0 X 0 0 0 Michelle Hays Director 1.0 2.0 X 0 0 0 Robert Hemker Director 1.0 2.0 X 0 0 0 Theodore Davis Director 1.0 X 0 0 0 Sarah McSpadden COO/President 40.0 X 246131 0 9304 Darlene Rutledge CCO 40.0 X 176572 0 23372 George Delgado MD CMO/Associate Medical Dir 40.0 X 270587 0 27581 Jean Loo-Russo CPO 40.0 X 164963 0 13188 Deena Nelson Sr Director of Finance 40.0 X 141842 0 11923 Guyanne Shood Lead Nurse Practitioner 40.0 X 140068 0 19120 Jackie Copeland Director of Education 40.0 X 146213 0 16821 Mary Kate O'Connell Sr Director of HR 40.0 X 143797 0 11169 Veronica Giron-Stone Team Manager 40.0 X 146184 0 10615 1972850 0 166500 38 false true false Medline Industries Inc Dept LA 21558 Pasadena CA 911851558 Medical Supplies 661282 Villa Pomerado Facility PO Box 748698 Los Angeles CA 900748698 Nursing Services 586884 Covenant Care La Jolla LLC 2552 Torrey Pines Rd La Jolla CA 92037 Nursing Services 221927 Encinitas Nursing & Rehab 900 Santa Fe Drive Encinitas CA 92024 Nursing Services 211045 Vista Medical Investors LTD 304 N Melrose Dr vista CA 92803 Nursing Services 168605 13 92551 170797 3258385 32488 3521733 Hospice Services 621610 36766044 36766044 0 0 0 0 36766044 475729 475729 0 0 8007265 8145667 -138402 0 -138402 -138402 36231 92551 42971 -6740 -6740 3775 156 3619 3619 Workers compensation dividend 900099 171200 171200 Other Income 900099 355166 355166 0 0 0 0 526366 41148349 37292410 0 334206 1439618 587496 852122 20412138 17110756 2804402 496980 464897 387205 63635 14057 3293715 2907416 334223 52076 1486515 1282913 169198 34404 115552 4657 110895 58370 58370 2635391 1379583 1255808 0 145456 58195 82268 4993 234777 151643 68723 14411 629792 460309 132912 36571 1694188 1430912 170994 92282 831529 738441 92003 1085 365439 180960 104892 79587 138042 138042 332895 281626 33106 18163 288649 925 287724 Medications 1022913 1022913 Medical Equipment 1382395 1382395 Medical Supplies 847360 847360 Patient Expense 152180 144779 7401 135736 101366 0 34370 38107547 30461850 6759317 886380 0 598372 5017991 4567210 5095969 0 0 0 0 443709 178605 5787469 2828056 3223111 2959413 20252936 22774729 0 0 111092 527775 29196430 36554482 4940227 8930225 0 0 0 0 4940227 8930225 X 16609659 20099597 7646544 7524660 24256203 27624257 29196430 36554482 3040802 327252 0 X false true X true false X 83386 2112809 6868930 2691316 3521733 15278174 34257212 31239812 37228846 36954361 36766044 176446275 0 0 0 34340598 33352621 44097776 39645677 40287777 191724449 0 24440 28737 5000 5301 63478 0 0 0 0 0 0 0 24440 28737 5000 5301 63478 191660971 1281 241766 285036 343810 475729 1347622 0 1281 241766 285036 343810 475729 1347622 0 0 261487 422517 552117 566372 1802493 34341879 33855874 44805329 40541604 41329878 194874564 0.9835 0.9866 0.0069 0.0046 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - GROSS INCOME FROM FUNDRAISING, COLUMN A - , COLUMN B - 11849.0, COLUMN C - 36047.0, COLUMN D - 53572.0, COLUMN E - 40006.0, COLUMN F - 141474.0; DESCRIPTION - WORKERS COMPENSATION DIVIDEND, COLUMN A - , COLUMN B - 16861.0, COLUMN C - 66659.0, COLUMN D - 91092.0, COLUMN E - 171200.0, COLUMN F - 345812.0; DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - 232777.0, COLUMN C - 319811.0, COLUMN D - 407453.0, COLUMN E - 355166.0, COLUMN F - 1315207.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16049103 2342483 452558 370449 18473695 13977568 1746498 702098 377061 16049103 7583231 5745375 741173 92211 13977568 2971782 4305014 605796 299361 7583231 3107610 -7170 128658 2971782 0.6 0.3804 0.0196 false false 879235 879235 2933434 1287486 1645948 1974800 1540570 434230 2959413 0 X 41303189 327252 0 327252 40975937 138042 34370 172412 41148349 37935135 0 0 37935135 138042 34370 172412 38107547 Schedule D, Part V, Line 4 Intended uses of endowment funds The Elizabeth Hospice endowments support our mission as a community focused provider. These include: "Charity Care" that ensures that all who are eligible have access to hospice care regardless of their financial ability to pay; "Staff Education" that ensures the community receives quality care; "Hospice and Palliative Care" that ensures innovation; and, a "Board Directed" endowment that ensures the longevity of the organization. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization is exempt from income taxes on income from related activities under Section 2015(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than no" that the tax position would be sustained in a tax examination, with a tax examination being resumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The Organization's Form 990 has not been subject to examination by the Internal Revenue Service or the state of California for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at June 30, 2020 and 2019. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements FUNDRAISING EXPENSES - 34370 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements FUNDRAISING EXPENSES - 34370 GOLF TOURNAMENT 128782 92551 36231 5799 7355 190 29627 0 0 128782 92551 36231 5799 7355 190 29627 42971 -6740 X X false false false false false false false false false Janet Jones President/CEO 356062 0 0 0 40431 0 8395 0 15012 0 419900 0 0 0 Sarah McSpadden COO/President 246131 0 0 0 0 0 7168 0 2136 0 255435 0 0 0 George Delgado MD CMO/Associate Medical Dir 270587 0 0 0 0 0 6395 0 21186 0 298168 0 0 0 Darlene Rutledge CCO 176572 0 0 0 0 0 2740 0 20632 0 199944 0 0 0 Jean Loo-Russo CPO 157489 0 0 0 7474 0 5039 0 8149 0 178151 0 0 0 Jackie Copeland Director of Education 146213 0 0 0 0 0 4358 0 12463 0 163034 0 0 0 Veronica Giron-Stone Team Manager 131459 0 0 0 14725 0 3020 0 7595 0 156799 0 0 0 Mary Kate O'Connell Sr Director of HR 142981 0 0 0 816 0 3545 0 7624 0 154966 0 0 0 Deena Nelson Sr Director of Finance 133201 0 0 0 8641 0 4151 0 7772 0 153765 0 0 0 Guyanne Shood Lead Nurse Practitioner 133590 0 0 0 6478 0 4148 0 14972 0 159188 0 0 0 Elizabeth Supportive Medical Specialists Entity more than 35% owned by Dr. Delgado, Key Employee 1272206 Physician Services false Elizabeth Supportive Medical Specialists Entity more than 35% owned by Dr. Delgado, Key Employee 70288 Administrative Services false X 10404 Selling cost X 4 1352 Market value X Gift Cards 72 20732 Selling cost 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions The amounts in this column represent the number of items contributed. The Elizabeth Hospice uses a non-profit organization, CARS INC, as a third party to assist with vehicle donations. The donor contacts CARS INC to arrange a time for pick up, tow, auction and assist with title transfers from donor to CARS INC. Once the vehicle is sold and proceeds are received, CARS INC prepares a thank you letter sent to the donor on behalf of The Elizabeth Hospice. If the vehicle sells for more than $500 a 1098-C is completed by CARS INC and the appropriate copies are mailed with the thank you letter to the donor. Schedule M, Part I Explanations of reporting method for number of contributions Clothing and household goods - number of items contributed Other - Gift Cards number of items contributed Drugs and medical supplies - number of items contributed Form 990, Part VI, Line 1a Delegate broad authority to a committee THE BOARD OF DIRECTORS AS OUTLINED IN THE BYLAWS OF THE CORPORTATION HAS A DESIGNATED EXECUTIVE COMMITTEE AND DELEGATE TO SUCH COMMITTEE ANY OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION WITH SOME EXCEPTIONS AS PROVIDED IN THE ORGANIZATIONS BYLAWS. BY MAJORITY VOTE OF THE DIRECTORS THEN IN OFFICE, THE BOARD MAY AT ANY TIME REVOKE OR MODIFY ANY OR ALL OF THE AUTHORITY SO DELEGATED, INCREASE OR DECREASE BUT NOT BELOW TWO (2) THE NUMBER OF EXECUTIVE COMMITTEE MEMBERS, AND FILL VACANCIES THEREIN FROM THE MEMBERS OF THE BOARD. Form 990, Part VI, Line 4 Significant changes to organizational documents YES. ARTICLES OF INCORPORATION AND BYLAWS WERE RESTATED IN ENTIRETY EFFECTIVE AUGUST 1, 2020. CORPORATION ADDED ONE MEMBER (CALIFORNIA HOSPICE NETWORK) AS DEFINED IN SECTION 5056 OF THE CALIFORNIA CORPORATIONS CODE. THE MEMBER CALIFORNIA HOSPICE NETWORK, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION, AND SHALL HAVE ALL THE RIGHTS OF A MEMBER OF A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION PROVIDED IN THE PUBLIC BENEFIT CORPORATION LAW AND THE BYLAWS. THE MEMBER SHALL NOT BY VIRTUE OF ITS MEMBERSHIP HAVE ANY RIGHT IN OR TITLE TO ANY OF THE PROPERTIES, MONIES OR ASSETS OF THE CORPORATION. Form 990, Part VI, Line 11b Review of form 990 by governing body MANAGEMENT AT THE ELIZABETH HOSPICE WORKS WITH AN OUTSIDE TAX FIRM IN THE PREPARATION AND REVIEW OF THE IRS FORM 990. THE BOARD OF DIRECTORS HAS DELEGATED ITS AUTHORITY TO THE AUDIT COMMITTEE WHO REVIEWS A DRAFT OF THE IRS FORM 990 WITH MANAGMENT AND THE TAX FIRM. ONCE THE AUDIT COMMITTEE HAS APPROVED THE 990 AND PRIOR TO THE TAX FIRM FILING THE 990 THE APPROVED 990 IS SENT TO THE BOARD OF DIRECTORS FOR REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy BOARD MEMBERS AND OFFICERS ARE PROVIDED THE CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORMS ANNUALLY. THEY ARE TO REPORT ANY ACTIVITY OR RELATIONSHIP THAT COULD BE SEEN AS A CONFLICT OF INTEREST TO THE BOARD OF DIRECTORS. THE CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED AND TRACKED BY THE SECRETARY AND REPORTED TO THE GOVERNANCE COMMITTEE. ANY ACTUAL OR POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD OF DIRECTORS BY THE GOVERNANCE COMMITTEE AND THE IDENTIFIED INDIVIDUAL IS TO ABSTAIN FROM VOTING ON ANY ISSUES RELATED TO THE POTENTIAL CONFLICT. EMPLOYEES SIGN A CONFLICT OF INTEREST UPON EMPLOYMENT. DISCLOSURE OF A POTENTIAL EMPLOYEE CONFLICT AND THE EXECUTIVE DIRECTOR'S/ADMINISTRATORS DECISION REGARDING THE ACTIONS TAKEN WILL BE MAINTAINED BY THE HUMAN RESOURCES DEPARTMENT IN THE EMPLOYEE FILE. Form 990, Part VI, Line 15a Process to establish compensation of top management official ANNUALLY, THE EXECUTIVE COMMITTEE CONDUCTS A WRITTEN EVALUATION OF THE CEO USING COMPARABILITY DATA AND DETERMINES ANY ADJUSTMENTS TO SALARY. THE RECOMMENDATIONS ARE PRESENTED TO THE FULL BOARD AND DOCUMENTED IN THE BOARD MINUTES. EVERY TWO TO THREE YEARS, THE EXECUTIVE COMMITTEE COMPLETED A MERIT REVIEW OF THE CEO'S COMPENSATION USING COMPARABILITY DATA AND COMPENSATION SURVEYS FROM HUMAN RESOURCES. Form 990, Part VI, Line 15b Process to establish compensation of other employees ANNUALLY, THE CEO CONDUCTS A WRITTEN EVALUATION USING COMPARABILITY DATA AND MAKES RECOMMENDATIONS TO HUMAN RESOURCES ON SALARY ADJUSTMENTS. BASED ON THE RESULTS, REVIEW OF EACH POSITION AND TAKING INTO ACCOUNT THE LEVEL OF EXPERIENCE FOR EACH INDIVIDUAL ADJUSTMENTS ARE MADE IF WARRANTED AND PROVIDED TO THE EMPLOYEE IN WRITING. EVERY TWO TO THREE YEARS, THE CEO COMPLETES A MERIT REVIEW USING COMPARABILITY DATA AND COMPENSATION SURVEYS FROM HUMAN RESOURCES FOR OTHER KEY EMPLOYEES AND TOP MANAGEMENT OFFICIALS. Form 990, Part VI, Line 19 Required documents available to the public DOCUMENTS ARE AVAILABLE FOR VIEWING ON OUR WEBSITE OR UPON REQUEST AT 500 LA TERRAZA BLVD, SUITE 130, ESCONDIDO, CA 92025-3876. California Hospice Network 940 DISC DR SCOTTS VALLEY CA 95066 834716484 Hospice support CA 501(c)(3) 10 NA false