2018-10-11T17:12:11-05:00 2017-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2017-01-01 341256377 Hospice of The Western Reserve Inc % JOHN E HARVAN JR HOSP 2163832222 17876 St Clair Avenue Cleveland OH 44110 WILLIAM FINN Preident & CEO 2163832222 2018-10-11 true Joseph C Sbrocco CPA P00069069 2168311200 2018-10-08 2017 2022-09-23 18:48:47Z WILLIAM E FINN 17876 ST CLAIR CLEVELAND OH 44110 99138948 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. 22 22 1159 2979 0 4508853 3409127 88581010 86237224 807026 2041573 1230789 1141206 95127678 92829130 0 0 0 0 62557015 58433682 0 0 1369892 33748067 33793336 96305082 92227018 -1177404 602112 107838878 108675737 36361788 34283735 71477090 74392002 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 77393559 87270871 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 2017, HOSPICE OF WESTERN RESERVE PROVIDED 421,871 PATIENT DAYS. CARE IS PROVIDED BY A TEAM OF PAID 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. 77393559 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 144 0 true 1159 true false false false false false false false false false false X 22 22 false false false false false false false true true false false true true true true true true true false false OH X JOHN E HARVAN JR 2163832222 17876 ST CLAIR CLEVELAND OH 44110 CYNDEE BURKE DIRECTOR 1.0 0.0 X 0 0 0 JANICE EVA DIRECTOR 1.0 0.0 X 0 0 0 VIRGINIA A MOONEY DIRECTOR 1.0 0.0 X 0 0 0 LAURA NAVIN Secretary 2.0 0.0 X X 0 0 0 MARY L OGRINC DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM SPRINGER DIRECTOR 1.0 0.0 X 0 0 0 RICHARD A BARONE DIRECTOR 1.0 0.0 X 0 0 0 JAMES W ROGERSON DIRECTOR 1.0 0.0 X 0 0 0 Rev Neroy Carter Director 1.0 0.0 X 0 0 0 Alfred F Connors Jr MD Chair 2.0 0.0 X X 0 0 0 VICKY VARLEY VICE CHAIR 2.0 0.0 X X 0 0 0 DAN DeMONICA TREASURER 2.0 0.0 X X 0 0 0 CLARK HARVEY DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL JACOBSON DIRECTOR 1.0 0.0 X 0 0 0 KAY K POTETZ DIRECTOR 1.0 0.0 X 0 0 0 MARK RIBBINS DIRECTOR 1.0 0.0 X 0 0 0 MITZI KERR DIRECTOR 1.0 1.0 X 0 0 0 MARK SCHROEDER DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM STIGELMAN DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL BAACH DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM HERZBERGER DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL SANDRIDGE DIRECTOR 1.0 0.0 X 0 0 0 William Finn President & CEO 40.0 5.0 X 403880 0 18875 John E Harvan Jr Chief Financial Officer 40.0 5.0 X 213461 0 18915 Julia A Bartel Chief Clinical Officer 40.0 5.0 X 191391 0 18501 Dann Ganzhorn Medical Director 40.0 0.0 X 227381 0 19079 FLORIN SUSOIU MEDICAL DIRECTOR 40.0 0.0 X 193499 0 19147 CHARLES V WELLMAN CHIEF MED OFFICER (1/1-4/10) 38.0 2.0 X 258468 0 15011 MARINA LAZBIN MEDICAL DIRECTOR 40.0 0.0 X 202434 0 19027 MICHELE SEYRANIAN CHIEF MARKETING & BD OFFICER 40.0 5.0 X 170253 0 17666 KEVIN DIETER MEDICAL DIRECTOR 40.0 0.0 X 214171 0 8380 FREDERICK HEINEMAN MEDICAL DIRECTOR 40.0 0.0 X 190774 0 16460 MAY AL-ABOUSI CHIEF MED OFFICER (4/10-12/31) 38.0 2.0 X 187846 0 0 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 40.0 0.0 X 210774 0 18723 Clement Hearey VP of Human Resources 40.0 5.0 X 148407 0 18592 ROBERT P PHILLIPS-PLONA DIR-RESIDENTIAL SVCS 40.0 5.0 X 137204 0 7629 PATRICIA A KILFOYLE DIRECTOR-HOMECARE 36.0 4.0 X 149025 0 17752 MARY KAY TYLER VP OF QUALITY 36.0 4.0 X 135963 0 17981 WAYNE GRANT DIRECTOR - HOSPICE INSTITUTE 36.0 4.0 X 133848 0 18216 3368779 0 269954 17 false true false LITTLE AND WELLS INC PO BOX 181277 CLEVELAND HEIGHTS OH 44118 LANDSCAPING 209158 THE ADCOM GROUP INC 1370 W 6TH STREET CLEVELAND OH 44113 MARKETING CONSULTANT 298594 VIZION SOLUTIONS LLC 5700 BRECKSVILLE RD SUITE 301 INDEPENDENCE OH 44131 IT CONSULTANT 284934 INVOLTA 1343 BELMONT AVE YOUNGSTOWN OH 44504 IT SERVICES 189638 STRATUM TECHNOLOGY MANAGEMENT 8410 HIGHWAY 90A SUITE 130 SUGAR LAND TX 77498 IT CONSULTANT 140000 8 258631 50034 3100462 197843 3409127 HOSPICE CARE SERVICES 623000 86186724 86186724 GRIEF COUNSELING 624100 50500 50500 86237224 1657138 1657138 0 0 0 0 0 6642002 6242613 14954 399389 -14954 384435 384435 159810 50034 52251 107559 107559 0 0 0 0 0 0 RESALE SHOP 900099 592909 592909 MISCELLANEOUS REVENUE 900099 440738 440738 1033647 92829130 87270871 2149132 0 0 0 0 3409236 2587106 822130 0 41383214 34560090 6088953 734171 0 9905711 8201121 1541873 162717 3735521 3097936 576358 61227 0 250473 62395 180229 7849 0 0 0 0 3322770 1523246 1699617 99907 617394 160476 436730 20188 2739015 1329966 1291489 117560 0 0 1509848 1157604 261258 90986 52811 43797 8148 866 0 93050 45212 45334 2504 493438 378320 115118 0 1950542 1699420 231455 19667 289980 222328 50177 17475 NURSING FACILITIES 11464169 11464169 MEDICAL SUPPLIES 6074589 6074589 PATIENT SERVICES 2249393 2249393 PATIENT SUPPLIES 1321757 1321757 1364107 1214634 114698 34775 92227018 77393559 13463567 1369892 6046479 8030882 0 0 792638 651573 13175429 11764163 0 0 0 0 0 0 0 0 878035 688148 52603011 12396616 40483649 40206395 45586285 46435156 467708 461901 0 0 408655 437519 0 0 107838878 108675737 10361013 9360455 0 0 19008 20460 24855500 24116500 0 0 0 0 0 0 0 0 1126267 786320 36361788 34283735 X 68202536 70928152 2759652 2830185 514902 633665 71477090 74392002 107838878 108675737 X 602112 4811565 -2498765 X false true X true false X 3482337 12146765 3316401 4508853 3409127 26863483 82003011 81765193 84378374 88581010 86237224 422964812 0 0 0 85485348 93911958 87694775 93089863 89646351 449828295 0 0 0 449828295 761137 1333617 1075740 1155444 1657138 5983076 0 761137 1333617 1075740 1155444 1657138 5983076 0 1515746 778166 949502 1105340 1033647 5382401 87762231 96023741 89720017 95350647 92337136 461193772 0.97536 0.97684 0.01297 0.01112 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1304458 118763 316665 1739886 1223112 81346 1304458 1201736 50000 31501 60125 1223112 1152291 67780 18335 1201736 961148 191143 1152291 0.36420 0.63580 false false 9472902 9472902 34307227 8266834 26040393 94383 14932 79451 3286736 1826959 1459777 5441762 2287890 3153872 40206395 0 ANNUITY OBLIGATIONS 62987 DEFERRED COMPENSATION OBLIGATION 461901 INTEREST RATE SWAP 261432 786320 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 Investments 2198585 2198585 2198585 false false false true true false Walk to Remembe 209844 50034 159810 13509 8581 168 1840 28153 0 209844 50034 159810 13509 8581 168 1840 28153 52251 107559 X X X X false true false false false false false false false William Finn President & CEO 348280 0 55600 0 0 0 1785 0 17090 0 422755 0 0 0 John E Harvan Jr Chief Financial Officer 213461 0 0 2145 16770 232376 0 Dann Ganzhorn Medical Director 227381 0 0 2180 16899 246460 0 Julia A Bartel Chief Clinical Officer 190791 600 0 1989 16512 209892 0 Clement Hearey VP of Human Resources 148407 0 0 1519 17073 166999 0 FLORIN SUSOIU MEDICAL DIRECTOR 192899 600 0 1945 17202 212646 0 CHARLES V WELLMAN CHIEF MED OFFICER (1/1-4/10) 257868 600 0 2592 12419 273479 0 MARINA LAZBIN MEDICAL DIRECTOR 201834 600 0 1954 17073 221461 0 MICHELE SEYRANIAN CHIEF MARKETING & BD OFFICER 170253 0 0 1683 15983 187919 0 KEVIN DIETER MEDICAL DIRECTOR 213571 600 0 2059 6321 222551 0 FREDERICK HEINEMAN MEDICAL DIRECTOR 190174 600 0 1870 14590 207234 0 PATRICIA A KILFOYLE DIRECTOR-HOMECARE 148425 600 0 725 17027 166777 0 MAY AL-ABOUSI CHIEF MED OFFICER (4/10-12/31) 187846 0 0 0 0 187846 0 MARY KAY TYLER VP OF QUALITY 135363 600 0 981 17000 153944 0 WAYNE GRANT DIRECTOR - HOSPICE INSTITUTE 133848 0 0 1189 17027 152064 0 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 210174 600 0 2014 16709 229497 0 SCHEDULE J, PART I, #4B PARTICIPATE IN, RECEIVE PAYMENT FROM, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WILLIAM FINN, JOHN HARVAN, JR, CHARLES WELLMAN, AND CLEMENT HEAREY PARTICIPATE 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 2882500 0 21565000 0 120302 0 397023 0 0 17480849 3566826 0 2012 true false true true B 192000 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 false 0 0 B false true true false 0 0 A B X 16 76795 stock quote X 2 136000 land & house 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 TRANSFER OF NET ASSETS FROM RELATED ORGANIZATION - (2,748,379) CHANGE IN FAIR VALE OF INTEREST RATE SWAP - 233,473 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - ( 16,141) ---------- (2,498,765) WESTERN RESERVE AT HOME SUPPORT LLC 17876 SAINT CLAIR AVE CLEVELAND OH 44110 464329577 ILLNESS MGT OH 9118 0 HWR HOSPICE OF MEDINA COUNTY 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341363926 Hospice OH 501(C)(3) 10 HWR true BRIDGESHOME HEALTH CARE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 311511169 Home Health OH 501(C)(3) 10 HWR true WESTERN RESERVE CARE SOLUTIONS LLC 17876 ST CLAIR AVENUE CLEVELAND OH 44110 463262633 INACTIVE OH HWR C-CORP 0 0 1.00000 true false false false true false false false false false false false false false true true false false false true HOSPICE OF MEDINA COUNTY D 846566 FMV BRIDGESHOME HEALTH CARE S 2748379 BOOK VALUE