2019-08-20T09:30:41-05:00 2018-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2018-01-01 382532215 Arbor Hospice Inc ARBO 7346625999 2366 OAK VALLEY DRIVE ANN ARBOR MI 48103 Lee Ann Myers CFO 2019-08-20 true Jennifer Burke P01342224 3128997000 2018 2020-03-31 21:24:44Z ROBERT CAHILL 2366 OAK VALLEY DRIVE ANN ARBOR MI 48103 17525305 false X www.arborhospice.org X 1984 MI PROVIDE SERVICES FOR TERMINALLY ILL PATIENTS AND THEIR FAMILIES. 10 8 183 148 0 0 499503 11883 16576953 17228509 3634 -124935 33215 283210 17113305 17398667 0 0 11189616 11778501 0 6411 6934667 6908865 18124283 18687366 -1010978 -1288699 17445718 19091580 8846997 11241654 8598721 7849926 X TO GIVE COMFORT, ASSURANCE AND CARE TO FAMILIES AND PATIENTS WHO HAVE LIFE-LIMITING ILLNESSES AND TO EDUCATE AND NURTURE OTHERS IN THIS CARE. false false 13349558 16906004 HOSPICE FIELD: CARE RENDERED TO TERMINALLY ILL PATIENTS IN THEIR OWN HOME. 78,197 PATIENT DAYS OF CARE WERE PROVIDED DURING 2018. 757467 526636 HOSPICE RESIDENCE: 24-HOUR NURSING CARE PROVIDED IN THE ARBOR HOSPICE RESIDENCE, OUR 13-BED LICENSED IN-PATIENT FACILITY FOR PATIENTS WITH TERMINAL ILLNESSES. 3,838 PATIENT DAYS OF CARE WERE PROVIDED DURING 2018. 618806 79079 PALLIATIVE CARE: IN-HOME CONSULTATIVE SERVICE TO RELIEVE PAIN AND OTHER SYMPTOMS DUE TO SERIOUS ILLNESS AND IMPROVE QUALITY OF LIFE. 194950 GRIEF SUPPORT SERVICES: PROGRAMS OFFERED BY THE AGENCY ON A COMPREHENSIVE BASIS TO THE SURVIVING FAMILY MEMBERS AFTER THE DEATH OF A LOVED ONE. SPECIAL PROGRAMS ARE ALSO OFFERED FOR CHILDREN WHO HAVE SUFFERED THE LOSS OF A LOVED ONE. IN 2018, ARBOR HOSPICE PROVIDED GRIEF SUPPORT SERVICES TO APPROXIMATELY 1447 CAREGIVERS, FAMILY OR COMMUNITY MEMBERS - OF THIS 86% WERE CONNECTED TO ARBOR HOSPICE WITH THE OTHER 14% COMING FROM ELSEWHERE IN THE COMMUNITY WITH NO TIES TO ARBOR HOSPICE. SERVICES OFFERED TO THE BEREAVED COMMUNITY CONTINUE TO BE ROBUST AND WIDE RANGING. 194950 14920781 true true false true false false false false true true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 82 0 183 true false false false false false false true false false false false false X 10 8 false false false false true true true true false false false true true true true true true false false false MI X Lee Ann Myers 3135785000 2366 Oak Valley Drive Ann Arbor MI 48103 Robert Cahill President & Chief Executive Officer 1.0 46.0 X X 0 547997 176034 Lee Ann Myers Treasurer, Executive VP/Chief Financial Officer 1.0 46.0 X X 0 304588 87710 Pat Jannausch Chair 1.0 1.0 X X 0 0 0 John Evangelista Secretary 1.0 0 X X 0 0 0 Sharon Cloke Trustee 1.0 0 X 0 0 0 Brad Kilally Trustee 1.0 0 X 0 0 0 Richard Laurin Trustee 1.0 0 X 0 0 0 Khan Nedd MD Trustee 1.0 1.0 X 0 0 0 Mary Jo Smith Trustee 1.0 0 X 0 0 0 Kathy Wade Trustee 1.0 0 X 0 0 0 Patrick Miller Executive VP/Chief Operating Officer 1.0 41.0 X 0 435167 32099 DR Michael Paletta VP/Chief Medical Officer 1.0 41.0 X 0 404652 30832 Marcie Hillary VP/Chief Fundraising Officer 1.0 45.0 X 0 313195 36316 Krista M Newman Sr Dir Bus Integ/Contact Ctr/Int Pall Care 40.0 0 X 124072 0 27305 Patricia M Davis Clinical Director, SE 40.0 0 X 106484 0 5241 230556 2005599 395536 2 false true false METRO MAIN II INC DBA FOUR SEASON NURSI 25440 6 MILE ROAD REDFORD MI 48239 Nursing Home 637843 UNIVERSITY OF MICHIGAN HEALTH SYS 300 N INGALLS ROOM 911A ANN ARBOR MI 48109 Contracted Physicians 555487 GLACIER HILLS CARE & REHABILITATION CENT 1200 EARHART RD ANN ARBOR MI 48105 Nursing Home 254058 WELLBRIDGE OF PINCKNEY LLC 664 S HOWELL ST PINCKNEY MI 48169 Nursing Home 151833 REGENCY AT BLUFF'S PARK 355 HURON BLVD ANN ARBOR MI 48103 Nursing Home 146164 6 11883 11883 PROGRAM REVENUE 623000 17228509 17228509 0 0 0 0 17228509 728 728 0 0 975 0 760 125878 215 -125878 -125663 -125663 MISCELLANEOUS 900099 283210 283210 0 0 0 0 283210 17398667 17511719 0 -124935 X 9937014 7781895 2155119 193538 166890 26648 1065520 916630 148890 582429 501861 80568 24528 24528 4029776 3894822 129852 5102 127951 127873 78 437368 372017 64246 1105 583613 541440 42173 346180 95329 250851 270473 236970 33503 63257 33830 29301 126 91194 91194 429291 429291 36988 36988 BAD DEBT 365588 365588 MEMBERSHIP AND DUES 15052 1524 13528 MISCELLANEOUS 87606 11985 75621 0 0 0 0 18687366 14920781 3760174 6411 906692 4911206 25870 2479904 0 241667 1988007 1739749 0 0 0 127014 244137 9850547 693822 9474655 9156725 0 0 345462 318192 4578018 0 17445718 19091580 1744352 1467827 0 2154980 1762116 0 0 4947665 8011711 8846997 11241654 X 4405816 6163481 3118250 611790 1074655 1074655 8598721 7849926 17445718 19091580 X -1288699 14505 525399 X false true X true false X 107280 1696968 521140 499503 11883 2836774 0 0 107280 1696968 521140 499503 11883 2836774 0 2836774 86 53 260 1100 728 2227 0 0 0 0 0 0 338444 12912 17180 33215 283210 684961 3523962 72641416 0.8050 0.8931 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 338444.0, COLUMN B - 12912.0, COLUMN C - 17180.0, COLUMN D - 33215.0, COLUMN E - 283210.0, COLUMN F - 684961.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 307 307 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Through membership dues to the National Hospice and Palliative Care Organization, Arbor Hospice has indirectly participated in lobbying activities. Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Through membership dues to the National Hospice and Palliative Care Organization, Arbor Hospice has indirectly participated in lobbying activities. 1072746 123851 123851 1072746 1022746 50000 304876 304876 1072746 1136992 75000 331894 521140 1022746 1204445 -49542 17911 1136992 1128935 75000 35675 35165 1204445 0.0 1.0 0.0 false true true 440393 440393 7705184 350419 7354765 1091463 108918 982545 365962 182196 183766 247545 52289 195256 9156725 Due to affiliates 8011711 8011711 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUND IS INTENDED TO SUPPORT THE GENERAL OPERATIONS OF ARBOR HOSPICE, INC. PRIOR TO DECEMBER 2018, THE ENDOWMENT FUND WAS HELD AND ADMINISTERED BY ARBOR HOSPICE FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION. IN DECEMBER 2018, THE ARBOR HOSPICE FOUNDATION WAS DISSOLVED AND ALL ASSETS, LIABILITIES AND RETAINED FUNDS WERE TRANSFERRED TO ARBOR HOSPICE, INC. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote HOSPICE IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(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 NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED 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. HOSPICE'S FORMS 990 HAVE NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF MICHIGAN FOR THE LAST THREE YEARS. HOSPICE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. HOSPICE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. HOSPICE DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2018 AND 2017. false false false false false false false false false Robert Cahill President & Chief Executive Officer 0 495743 0 0 0 52254 0 160434 0 15600 0 724031 0 0 Lee Ann Myers Treasurer, Executive VP/Chief Financial Officer 0 287750 0 0 0 16838 0 78388 0 9322 0 392297 0 0 Patrick Miller Executive VP/Chief Operating Officer 0 301669 0 71428 0 62070 0 10330 0 21769 0 467266 0 0 DR Michael Paletta VP/Chief Medical Officer 0 304898 0 69917 0 29837 0 11000 0 19832 0 435483 0 0 Marcie Hillary VP/Chief Fundraising Officer 0 231757 0 54797 0 26641 0 10456 0 25860 0 349512 0 0 Krista M Newman Sr Dir Bus Integ/Contact Ctr/Int Pall Care 123034 0 0 0 1038 0 0 0 27305 0 151377 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION'S PRESIDENT & CEO IS PAID BY HOSPICE OF MICHIGAN, INC (HOM), A RELATED TAX-EXEMPT ORGANIZATION. HOM UTILIZES THE FOLLOWING METHODS IN DETERMINING THE PRESIDENT & CEO'S COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Form 990, Part I, Line 6 Number of volunteers In 2018, Arbor Hospice maintained 140 volunteers which resulted in approximately 7,335 volunteer hours and a cost savings of $210,303 and approximately 4,521volunteer assignments. 349 patients were visited by volunteers in 2018 with volunteers driving 52,877 unreimbursed miles. 25% of our patients utilize volunteers with 92% of the total volunteer hours directly serving patients at the bedside through companionship service, caregiver relief, bedside death vigils, music or pet visits, My Stories legacy recording, and other professional services (haircuts, massage, etc). The other 8% is split between office or administrative support, other patient care related services, bereavement and community outreach services. We maintain a high engagement with volunteers who in turn better serve those who need our support. Additionally, there were 8 non-paid board members which brought the total volunteers to 148. Form 990, Part III, Line 4d Description of other program services (Expenses $ 194,950 including grants of $) GRIEF SUPPORT SERVICES: PROGRAMS OFFERED BY THE AGENCY ON A COMPREHENSIVE BASIS TO THE SURVIVING FAMILY MEMBERS AFTER THE DEATH OF A LOVED ONE. SPECIAL PROGRAMS ARE ALSO OFFERED FOR CHILDREN WHO HAVE SUFFERED THE LOSS OF A LOVED ONE. IN 2018, ARBOR HOSPICE PROVIDED GRIEF SUPPORT SERVICES TO APPROXIMATELY 1447 CAREGIVERS, FAMILY OR COMMUNITY MEMBERS - OF THIS 86% WERE CONNECTED TO ARBOR HOSPICE WITH THE OTHER 14% COMING FROM ELSEWHERE IN THE COMMUNITY WITH NO TIES TO ARBOR HOSPICE. SERVICES OFFERED TO THE BEREAVED COMMUNITY CONTINUE TO BE ROBUST AND WIDE RANGING. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION OF OFFICERS The President/CEO and other officers are compensated by Hospice of Michigan, a related party. The Executive Committee of the Board of Trustees meets annually in April subsequent to the acceptance of the audited financial statements to review and approve as appropriate, funds to be allocated for total compensation for the organization's President/CEO, including base salary, bonus, car allowance, and other benefits. The Executive Committee also determines if the President/CEO's contract needs to be updated or renewed at this time. Minutes are taken up until the point where discussion of compensation takes place and a vote/decision is made in regards to compensation. The CEO is excused from the meeting at this point while discussion and a decision is made. In addition, in 2018 the annual external compensation study was performed to assess executive compensation. The compensation study aims to price positions at market by using local, national, and industry specific survey data. An outside consultant is engaged through American Society of Employers (ASE). Market data was gathered through at least three external surveys and nationally compared 990's of the largest hospices nationally as well as the top Michigan hospitals with revenues of $150 million or less. Form 990, Part VI, Line 6 Classes of members or stockholders The Corporation is organized on a non-stock basis as a nonprofit membership corporation. The sole member is Hospice of Michigan, Inc. ("HOM" or the "Member"). Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Corporation is organized on a non-stock basis as a nonprofit membership corporation. The sole member is Hospice of Michigan, Inc. ("HOM" or the "Member"). Pursuant to Section 3.2 of the Bylaws, approval by the Member shall be required for the election of voting members of the Corporation's Board, including the filling of vacancies. Pursuant to Section 4.5 of the Bylaws, at the Member's sole discretion, HOM may appoint up to two directors from either the HOM executive team or HOM board of directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Reserved Powers: Pursuant to Section 3.2 of the Bylaws, in addition to other rights reserved to the Member by law, approval by the Member shall be required for the following actions: a. The election of voting members of the Corporation's Board, including the filling of vacancies; b. Any amendments to the Corporation's Articles of Incorporation or Bylaws; c. A change in the Corporation's mission statement; d. Adoption or approval of any plan or dissolution of the Corporation; and e. Adoption or approval of any plan of merger, consolidation, or sale of all or substantially all of the assets or property of the Corporation. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body The organization does not have any committees with authority to act on behalf of the governing body. Therefore, this question has been answered "no" in accordance with Form 990 instructions. Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT COPY OF THE 990 IS PRESENTED TO THE BOARD OF DIRECTORS BEFORE THE RETURNS ARE TRANSMITTED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy PROCEDURE: EMPLOYEES, BOTH PAID AND UNPAID (FROM HERE FORWARD REFERRED TO AS "EMPLOYEE"), AND BOARD MEMBERS, HAVE A FUNDAMENTAL OBLIGATION TO ACT IN THE BEST INTEREST OF PATIENT CARE AND ARBOR HOSPICE. EVERY BOARD MEMBER AND EMPLOYEE IS RESPONSIBLE FOR ACTING CONSISTENT WITH THIS OBLIGATION WHEN ENGAGING IN ACTIVITIES, AND SHOULD NOT LET OTHER PERSONAL AND FINANCIAL INTERESTS INTERFERE WITH THIS OBLIGATION. GENERAL PRACTICE GUIDELINES: (1) ARBOR HOSPICE REQUIRES THAT ALL MEMBERS OF ITS BOARDS OF TRUSTEES AND EMPLOYEES DISCLOSE INTERESTS THAT COULD RESULT IN A CONFLICT. ANNUALLY, ALL BOARD MEMBERS SIGN OFF ON A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY SITUATION WHICH MAY REPRESENT A CONFLICT. THE CORPORATE COMPLIANCE OFFICER (CCO) ALSO HAS ACCESS TO THE BOARD AT LEAST ANNUALLY. THE ORGANIZATION ALSO UTILIZES C-TRAC (CROWE TAX RISK ASSESSMENT AND CONTROL), A TOOL PROVIDED BY OUR TAX ADVISORS, TO SEND CONFLICT OF INTEREST SURVEYS TO ALL VOTING BOARD MEMBERS, EXECUTIVES, AND THE HIGHEST PAID STAFF. (2) ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO SUBMIT A DISCLOSURE STATEMENT, IF THERE IS A CONFLICT OF INTEREST THAT MEETS THE STATED DEFINITION, AT THE BEGINNING OF EMPLOYMENT OR TERM. (3) IF A MATTER ARISES IN WHICH A MEMBER OF THE BOARD OR EMPLOYEE HAS A CONFLICT OF INTEREST, THE INDIVIDUAL SHALL PROMPTLY DISCLOSE IT TO THE CEO, OR IN THE CASE OF THE CEO, THE BOARD CHAIRPERSON. (4) AN INDIVIDUAL WITH A POTENTIAL CONFLICT OF INTEREST SHALL NOT PROCEED TO MAKE ANY DECISION OR TAKE ANY ACTION ON BEHALF OF THE ORGANIZATION WITH THE APPROVAL OF THE BOARD OF TRUSTEES. (5) ARBOR HOSPICE EMPLOYEES ARE PRECLUDED FROM ENGAGING IN ACTIVITIES WITH ANY "VENDOR OR SUPPLIER BUSINESS" (AS THAT TERM IS DEFINED IN THE POLICY) THAT DOES OR SEEKS BUSINESS WITH ARBOR HOSPICE WHICH MAY RESULT IN A PERSONAL BENEFIT TO THE EMPLOYEE AT THE EXPENSE OF ARBOR HOSPICE OR MAY INFLUENCE THE EMPLOYEE'S DECISIONS ON MATTERS INVOLVING ARBOR HOSPICE AND A VENDOR OR SUPPLIER BUSINESS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees CONTRACTED RESPITE - Total Expense: 47946, Program Service Expense: 47946, Management and General Expenses: , Fundraising Expenses: ; CONTRACTED ROOM AND BOARD - Total Expense: 3105099, Program Service Expense: 3105099, Management and General Expenses: , Fundraising Expenses: ; CONTRACTED STAFF - Total Expense: 1602, Program Service Expense: 1057, Management and General Expenses: 545, Fundraising Expenses: ; INFUSION AND EXTERNAL FEEDING - Total Expense: 30667, Program Service Expense: 30667, Management and General Expenses: , Fundraising Expenses: ; PHARMACY - Total Expense: 582890, Program Service Expense: 582890, Management and General Expenses: , Fundraising Expenses: ; CONSULTING - Total Expense: 43340, Program Service Expense: , Management and General Expenses: 43340, Fundraising Expenses: ; OTHER PURCHASED SERVICES - Total Expense: 218232, Program Service Expense: 127163, Management and General Expenses: 85967, Fundraising Expenses: 5102; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN INVESTMENT IN ARBOR FOUNDATION - 525399; THE ARBOR HOSPICE FOUNDATION 2366 OAK VALLEY DR ANN ARBOR MI 48103 320045893 TO SUPPORT ARBOR HOSPICE, INC MI 501(c)(3) 7 na false Hospice of Michigan Inc 2366 OAK VALLEY DRIVE Ann Arbor MI 48103 382255529 HOSPICE CARE MI 501(c)(3) 10 na false SUPPORTIVE CARE SERVICES OF MICHIGAN INC 2366 OAK VALLEY DRIVE Ann Arbor MI 48103 383197374 HOME HEALTH MI 501(c)(3) 10 HOSPICE OF MICHIGAN false NORTHSTAR PALLIATIVE CARE INC 2366 OAK VALLEY DRIVE ANN ARBOR MI 48103 822430786 PALLIATIVE CARE MI 501(c)(3) 3 HOSPICE OF MICHIGAN false false false true false false false false false true true false false true true true false true false true