2020-08-17T12:06:43-05:00 2019-09-30 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990 2018-10-01 061003712 THE JOHN D THOMPSON INSTITUTE FOR EDUCATION TRAINING AND RESEARCH JOHN 2033157500 100 DOUBLE BEACH ROAD BRANFORD CT 064054003 JOSEPH MOONEY CHIEF FINANCIAL OFFICER 2033157500 2020-08-13 1 MARY-EVELYN ANTONETTI P00431862 6178075000 2020-08-13 47.19.127.190 2020-08-13 11:18:19 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5646463611682D9FF634D53B57C349B9DAC2909E 2018 2020-09-23 17:36:50Z JOSEPH MOONEY 100 DOUBLE BEACH ROAD BRANFORD CT 064054003 720891 0 X WWW.HOSPICE.COM X 1978 CT AN AMERICAN CENTER FOR HOSPICE EDUCATION, TRAINING AND RESEARCH (SEE SCHEDULE O) 14 13 0 0 0 0 17180 6731 2240 0 0 -114728 -305935 -298778 -286515 -406775 0 0 0 0 0 0 0 0 0 11701 4542 11701 4542 -298216 -411317 18334822 17213645 13209402 12499542 5125420 4714103 X THE HOSPICE INSTITUTE FOR EDUCATION, TRAINING AND RESEARCH, INC., GAVE ITS FIRST CONFERENCE IN 1979 TO SERVE AS AN AMERICAN CENTER FOR HOSPICE EDUCATION, TRAINING AND RESEARCH. (SEE SCHEDULE O) 0 0 THE JOHN D THOMPSON INSTITUTE OF EDUCATION, TRAINING AND RESEARCH, INC. (JDT), A RELATED ENTITY OF THE CONNECTICUT HOSPICE, INC. (CTH) CONTINUED ITS MISSION OF EDUCATION, TRAINING AND RESEARCH FOR THE MEDICAL PROFESSION AND THE GENERAL PUBLIC ABOUT THE "HOSPICE PHILOSOPHY AND PALLIATIVE CARE. THE INSTITUTE IS ACCREDITED TO PROVIDE CONTINUING MEDICAL EDUCATION CATEGORY I CREDITS THROUGH ITS ACCREDITING BODY, THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION; CONTINUING EDUCATION UNITS APPROVED BY THE CONNECTICUT NURSES' ASSOCIATION OR THE CONNECTICUT LEAGUE FOR NURSING; AND, CONTINUING EDUCATION CREDITS APPROVED BY THE NATIONAL ASSOCIATION OF SOCIAL WORKERS/CONNECTICUT CHAPTER. 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 1 0 CT X JOSEPH MOONEY 2033157556 100 DOUBLE BEACH ROAD BRANFORD CT 06405 SUZANNE LAGARDE MD PRESIDENT (FROM 12/2018) 0.25 0.75 X X 0 0 0 HARWOOD COMSTOCK TREASURER (FROM 03/2019) 0.25 0.75 X X 0 0 0 GEORGER WALDRON SECRETARY 0.25 0.75 X X 0 0 0 EDWIN V SELDEN DIRECTOR (FROM 01/2019) 0.25 0.75 X 0 0 0 ANDREW ALDEN DIRECTOR (FROM 03/2019) 0.25 0.75 X 0 0 0 PATRICIA BAKER DIRECTOR (FROM 03/2019) 0.25 0.75 X 0 0 0 DONNA GALLUZZO DIRECTOR (FROM 03/2019) 0.25 0.75 X 0 0 0 RANDOLPH B REINHOLD DIRECTOR (FROM 01/2019) 0.25 0.75 X 0 0 0 THOMAS R CANDRICK JR DIRECTOR (FROM 02/2019) 0.25 0.75 X 0 0 0 ARLENE SAYERS DIRECTOR 0.25 0.75 X 0 0 0 JOHN STACK DIRECTOR (TO 06/2019) 0.25 0.75 X 0 0 0 ROBERT GILL DIRECTOR (TO 06/2019) 0.25 0.75 X 0 0 0 MICHAEL MASSARO DIRECTOR (TO 06/2019) 0.25 0.75 X 0 0 0 ANTHONY DAROS HONORARY DIRECTOR 0.10 0.10 X 0 0 0 EUGENE MICHAEL HONORARY DIRECTOR 0.10 0.10 X 0 0 0 THEODORE ZANKER MD HONORARY DIRECTOR 0.10 0.10 X 0 0 0 ROSEMARY JOHNSON-HURZELER CEO (2018) 5.00 40.00 X 0 206250 33530 THOMAS P MCGOVERN CFO (2018) 5.00 40.00 X 0 119118 18127 RONNY J KNIGHT PRESIDENT/CEO (2018) 2.00 40.00 X 0 127620 18468 BARBARA PEARCE CEO (2019) 5.00 40.00 X 0 0 0 JOSEPH MOONEY CFO (2019) 5.00 40.00 X 0 0 0 0 452988 70125 0 1 1 0 0 6731 6731 284160 582938 -298778 -298778 -298778 430000 544728 -114728 -114728 -114728 -406775 0 0 -413506 4542 4542 4542 0 4542 0 3046 5235 250000 250000 27907868 10949458 18081776 16958410 18334822 17213645 13209402 12499542 13209402 12499542 X 4875420 4464103 250000 250000 0 0 5125420 4714103 18334822 17213645 -411317 0 X X 0 1 X 0 0 X 45815 41057 14741 17180 6731 125524 5017385 4005058 4750000 2240 0 13774683 5063200 4046115 4764741 19420 6731 13900207 0 0 0 13900207 284160 284160 284160 284160 284160 1420800 284160 284160 284160 284160 284160 1420800 5347360 4330275 5048901 303580 290891 15321007 0.90730 0.92850 0.09270 0.07150 X 5892917 5892917 21467584 10402091 11065493 547367 547367 0 16958410 DUE TO CONNECTICUT HOSPICE 12499542 12499542 X PART X, LINE 2: BELOW IS AN EXCERPT FROM FOOTNOTE 2 OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR THE CONNECTICUT HOSPICE, INC., AND THE CONNECTICUT HOSPICE INSTITUTE (A/K/A THE JOHN D. THOMPSON HOSPICE INSTITUTE FOR EDUCATION, TRAINING, AND RESEARCH, INC.) HOSPICE AND INSTITUTE ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2019 AND 2018, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. 0 0 0 0 0 0 0 0 0 ROSEMARY JOHNSON-HURZELER CEO (2018) 0 206250 0 0 0 0 0 24880 0 8650 0 239780 0 0 THOMAS P MCGOVERN CFO (2018) 0 119118 0 0 0 0 0 10378 0 7749 0 137245 0 0 RONNY J KNIGHT PRESIDENT/CEO (2018) 0 127620 0 0 0 0 0 12702 0 5766 0 146088 0 0 PART I, LINE 3 THE CEO/EXECUTIVE DIRECTOR IS PAID BY A RELATED ORGANIZATION, THE CONNECTICUT HOSPICE, INC. WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE; FORM 990 OF OTHER ORGANIZATIONS; WRITTEN EMPLOYMENT CONTRACT; COMPENSATION SURVEY OR STUDY; AND, APPORVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990 PART 1 LINE 1: THE JOHN D THOMPSON INSTITUTE OF EDUCATION, TRAINING AND RESEARCH, INC. (JDT), A RELATED ENTITY OF THE CONNECTICUT HOSPICE, INC. (CTH) CONTINUED ITS MISSION OF EDUCATION, TRAINING AND RESEARCH FOR THE MEDICAL PROFESSION AND THE GENERAL PUBLIC ABOUT THE "HOSPICE PHILOSOPHY AND PALLIATIVE CARE. THE INSTITUTE IS ACCREDITED TO PROVIDE CONTINUING MEDICAL EDUCATION CATEGORY I CREDITS THROUGH ITS ACCREDITING BODY, THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION; CONTINUING EDUCATION UNITS APPROVED BY THE CONNECTICUT NURSES' ASSOCIATION OR THE CONNECTICUT LEAGUE FOR NURSING; AND, CONTINUING EDUCATION CREDITS APPROVED BY THE NATIONAL ASSOCIATION OF SOCIAL WORKERS/CONNECTICUT CHAPTER. FORM 990 PART III LINE 1: THE NATIONALLY ACCREDITED HOSPICE INSTITUTE IS THE VEHICLE FOR SHARING THE HOSPICE PHILOSOPHY, EXPERIENCE AND SKILLS WITH PHYSICIANS, NURSES, SOCIAL WORKERS, PASTORS, PHARMACISTS, ARTS AND VOLUNTEER DIRECTORS, ADMINISTRATORS, THE LAY COMMUNITY AND ALL THOSE WHO DESIRE TO IMPROVE THE QUALITY OF CARE GIVEN IN THEIR OWN SETTINGS TO PATIENTS AND FAMILIES EXPERIENCING A PROGRESSIVE AND IRREVERSIBLE ILLNESS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY SENIOR MANAGEMENT PRIOR TO FILING. A COMPLETE COPY OF FORM 990 AS FILED WAS PROVIDED TO THE BOARD AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS THE ANNUAL ELIGIBILITY TEST OF ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15B THE JOHN D. THOMPSON INSTITUTE FOR EDUCATION, TRAINING AND RESEARCH ("JDT") DOES NOT HAVE ANY EMPLOYEES. ALL EMPLOYEES ARE PAID BY A RELATED ORGANIZATION THE CONNECTICUT HOSPICE, INC. ("HOSPICE") WHICH USES THE FOLLOWING PROCEDURE TO DETERMINE COMPENSATION. A COMMITTEE OF TWO OR MORE DIRECTORS OF THE BOARD MEETS PERIODICALLY TO REVIEW THE PERFORMANCE AND COMPATIBILITY DATA OF SIMILARLY SIZED HOSPITALS IN THE STATE OF CONNECTICUT. THEY DELIBERATE AND A FINAL DECISION IS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990 PART XII LINE 2C: THE ORGANIZATION HIRED NEW CEO AND CFO IN FEBRUARY OF 2019. IN ADDITION, THE ORGANIZATION ENGAGED A NEW INDEPENDENT ACCOUNTING FIRM IN MAY OF 2019 TO AUDIT THE FINANCIAL STATEMENTS. THE CONNECTICUT HOSPICE INC 100 DOUBLE BEACH ROAD BRANFORD CT 06405 060878822 HOSPITAL & HOSPICE CARE CT 501(C)(3) LINE 3 N/A 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0