HOSPICE OF THE WESTERN RESERVE INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HOSPICE OF THE WESTERN RESERVE INC (EIN 34-1256377)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349304080
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T12:40:45-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HW&CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 Chagrin Blvd Suite 700 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341256377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hospice of The Western Reserve Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN E HARVAN JR | InCareOfNm |
| Business Name Control | HOSP | BusinessNameControlTxt |
| Phone | 2163832222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17876 St Clair Avenue | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HARVAN JR | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2163832222 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph C Sbrocco CPA | PreparerPersonNm |
| PTIN | P00069069 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.171.14.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34122420173175000007 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 00B50CBEBBB9381FE5BF03D16AA7A5FCCB5075A6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 34089975C9E51BE86CA840C95A49BD49D8F931EE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM E FINN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17876 ST CLAIR | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $99,885,987 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOSPICEWR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 1228 | TotalEmployeeCnt |
| Total Volunteers | 3035 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,316,401 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,508,853 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $84,378,374 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $88,581,010 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,156,777 | PYInvestmentIncomeAmt |
| CY Investment Income | $807,026 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,032,699 | PYOtherRevenueAmt |
| CY Other Revenue | $1,230,789 | CYOtherRevenueAmt |
| PY Total Revenue | $89,884,251 | PYTotalRevenueAmt |
| CY Total Revenue | $95,127,678 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $58,274,783 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $62,557,015 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,728,602 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,212,840 | PYOtherExpensesAmt |
| CY Other Expenses | $33,748,067 | CYOtherExpensesAmt |
| PY Total Expenses | $90,487,623 | PYTotalExpensesAmt |
| CY Total Expenses | $96,305,082 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$603,372 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,177,404 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $96,261,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,838,878 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,160,277 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,361,788 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,101,087 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $71,477,090 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $80,258,225 | ExpenseAmt |
| Revenue | $89,686,350 | RevenueAmt |
| Desc | 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 2016, HOSPICE OF WESTERN RESERVE PROVIDED 441,947 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. | Desc |
| Total Program Service Expenses | $80,258,225 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 147 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1228 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN E HARVAN JR | PersonNm |
| Phone | 2163832222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17876 ST CLAIR | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CYNDEE BURKE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANICE EVA | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| VIRGINIA A MOONEY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LAURA NAVIN | |||||||||
| Secretary | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARY L OGRINC | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM SPRINGER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD A BARONE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES W ROGERSON | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Rev Neroy Carter | |||||||||
| Director | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alfred F Connors Jr MD | |||||||||
| Chair | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| VICKY VARLEY | |||||||||
| VICE CHAIR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAN DeMONICA | |||||||||
| TREASURER | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CLARK HARVEY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL JACOBSON | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| KAY K POTETZ | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK RIBBINS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MITZI KERR | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK SCHROEDER | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM STIGELMAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Finn | |||||||||
| ceo | 40.0 | 5.0 | $452,112 | $0 | $22,611 | Yes (X) | |||
| John E Harvan Jr | |||||||||
| Chief Financial Officer | 40.0 | 5.0 | $211,163 | $0 | $20,371 | Yes (X) | |||
| Julia A Bartel | |||||||||
| Chief Clinical Officer | 40.0 | 5.0 | $193,768 | $0 | $20,006 | Yes (X) | |||
| Dann Ganzhorn | |||||||||
| Medical Director | 40.0 | 0.0 | $240,664 | $0 | $19,848 | Yes (X) | |||
| Clement Hearey | |||||||||
| VP of Human Resources | 40.0 | 5.0 | $150,453 | $0 | $19,096 | Yes (X) | |||
| FLORIN SUSOIU | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $189,543 | $0 | $20,253 | Yes (X) | |||
| CHARLES V WELLMAN | |||||||||
| CHIEF MEDICAL OFFICER | 40.0 | 0.0 | $258,628 | $0 | $21,129 | Yes (X) | |||
| KATHLEEN SENGER | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $157,024 | $0 | $9,147 | Yes (X) | |||
| MARINA LAZBIN | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $195,691 | $0 | $20,325 | Yes (X) | |||
| BARBARA MESSINGER-RAPPORT | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $250,600 | $0 | $2,500 | Yes (X) | |||
| KEVIN DIETER | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $196,041 | $0 | $11,398 | Yes (X) | |||
| KENELM MCCORMICK | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $186,163 | $0 | $17,925 | Yes (X) | |||
| FREDERICK HEINEMAN | |||||||||
| MEDICAL DIRECTOR | 40.0 | 0.0 | $185,988 | $0 | $17,445 | Yes (X) | |||
| MICHELE SEYRANIAN | |||||||||
| CHIEF MARKETING & BD OFFICER | 40.0 | 5.0 | $168,300 | $0 | $18,970 | Yes (X) | |||
| ROBERT P PHILLIPS-PLONA | |||||||||
| DIR-RESIDENTIAL SVCS | 40.0 | 5.0 | $130,946 | $0 | $8,773 | Yes (X) | |||
| JANICE SCHEUFLER | |||||||||
| PHARMACIST | 40.0 | 0.0 | $129,462 | $0 | $8,646 | Yes (X) | |||
| GRETCHEN JONES | |||||||||
| CHIEF DEVELOPMENT OFFICER | 40.0 | 0.0 | $155,077 | $0 | $7,121 | Yes (X) | |||
| PATRICIA A KILFOYLE | |||||||||
| DIRECTOR-HOMECARE | 40.0 | 0.0 | $137,482 | $0 | $17,715 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,589,105 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $283,279 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 27 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LITTLE AND WELLS INC | |||||
| PO BOX 181277 | CLEVELAND HEIGHTS | OH | 44118 | LANDSCAPING | $148,920 |
| AMICON CONSTRUCTION | |||||
| 51 MEADOW LANE | NORTHFIELD | OH | 44067 | CONSTRUCTION | $175,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $267,746 | FederatedCampaignsAmt |
| Fundraising | $49,877 | FundraisingAmt |
| All Other Contributions | $4,191,230 | AllOtherContributionsAmt |
| Noncash Contributions | $94,472 | NoncashContributionsAmt |
| Total Contributions | $4,508,853 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOSPICE CARE SERVICES | 623000 | $88,458,145 | $88,458,145 |
| GRIEF COUNSELING | 624100 | $122,865 | $122,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $88,581,010 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,155,444 | TotalRevenueColumnAmt |
| Exclusion | $1,155,444 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,329,844 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,646,024 | SecuritiesAmt |
| Other | $32,238 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$316,180 | SecuritiesAmt |
| Other | -$32,238 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$348,418 | TotalRevenueColumnAmt |
| Exclusion | -$348,418 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $205,496 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $49,877 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $80,047 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,449 | TotalRevenueColumnAmt |
| Exclusion | $125,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESALE SHOP | 900099 | $720,877 | $720,877 |
| MISCELLANEOUS REVENUE | 900099 | $250,780 | $250,780 |
| REBATES & REFUNDS | 900099 | $133,683 | $133,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,105,340 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,127,678 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $89,686,350 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $932,475 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,865,230 | TotalAmt |
| Program Services | $2,989,423 | ProgramServicesAmt |
| Management And General | $875,807 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,331,673 | TotalAmt |
| Program Services | $36,977,804 | ProgramServicesAmt |
| Management And General | $6,428,936 | ManagementAndGeneralAmt |
| Fundraising | $924,933 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,692 | TotalAmt |
| Program Services | $571,050 | ProgramServicesAmt |
| Management And General | $105,179 | ManagementAndGeneralAmt |
| Fundraising | $12,463 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,712,106 | TotalAmt |
| Program Services | $8,458,612 | ProgramServicesAmt |
| Management And General | $1,144,113 | ManagementAndGeneralAmt |
| Fundraising | $109,381 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,959,314 | TotalAmt |
| Program Services | $3,344,618 | ProgramServicesAmt |
| Management And General | $536,177 | ManagementAndGeneralAmt |
| Fundraising | $78,519 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,481 | TotalAmt |
| Program Services | $1,782 | ProgramServicesAmt |
| Management And General | $196,699 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,334,441 | TotalAmt |
| Program Services | $973,322 | ProgramServicesAmt |
| Management And General | $2,253,200 | ManagementAndGeneralAmt |
| Fundraising | $107,919 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,335 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Management And General | $531,684 | ManagementAndGeneralAmt |
| Fundraising | $13,601 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,117,663 | TotalAmt |
| Program Services | $1,675,854 | ProgramServicesAmt |
| Management And General | $1,304,236 | ManagementAndGeneralAmt |
| Fundraising | $137,573 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,562,938 | TotalAmt |
| Program Services | $1,202,427 | ProgramServicesAmt |
| Management And General | $148,082 | ManagementAndGeneralAmt |
| Fundraising | $212,429 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,716 | TotalAmt |
| Program Services | $15,272 | ProgramServicesAmt |
| Management And General | $23,431 | ManagementAndGeneralAmt |
| Fundraising | $13 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,287 | TotalAmt |
| Program Services | $23,447 | ProgramServicesAmt |
| Management And General | $56,009 | ManagementAndGeneralAmt |
| Fundraising | $29,831 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,843 | TotalAmt |
| Program Services | $409,143 | ProgramServicesAmt |
| Management And General | $213,700 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,169,574 | TotalAmt |
| Program Services | $1,877,876 | ProgramServicesAmt |
| Management And General | $265,992 | ManagementAndGeneralAmt |
| Fundraising | $25,706 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,784 | TotalAmt |
| Program Services | $310,480 | ProgramServicesAmt |
| Management And General | $39,155 | ManagementAndGeneralAmt |
| Fundraising | $5,149 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NURSING FACILITIES | $11,118,355 | $11,118,355 | ||
| MEDICAL SUPPLIES | $5,633,605 | $5,633,605 | ||
| PATIENT SERVICES | $1,983,753 | $1,983,753 | ||
| PATIENT SUPPLIES | $1,372,794 | $1,249,676 | $62,758 | $60,360 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,585,498 | TotalAmt |
| Program Services | $1,441,676 | ProgramServicesAmt |
| Management And General | $133,097 | ManagementAndGeneralAmt |
| Fundraising | $10,725 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,305,082 | TotalAmt |
| Program Services | $80,258,225 | ProgramServicesAmt |
| Management And General | $14,318,255 | ManagementAndGeneralAmt |
| Fundraising | $1,728,602 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,565,758 | BOYAmt |
| EOY | $6,046,479 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,477,533 | BOYAmt |
| EOY | $792,638 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,786,468 | BOYAmt |
| EOY | $13,175,429 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,486 | BOYAmt |
| EOY | $878,035 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,708,059 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,224,410 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,986,631 | BOYAmt |
| EOY | $40,483,649 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,890,490 | BOYAmt |
| EOY | $45,586,285 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,145 | BOYAmt |
| EOY | $467,708 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $330,853 | BOYAmt |
| EOY | $408,655 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,261,364 | BOYAmt |
| EOY | $107,838,878 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,798,288 | BOYAmt |
| EOY | $10,361,013 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $19,008 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,833,750 | BOYAmt |
| EOY | $24,855,500 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,528,239 | BOYAmt |
| EOY | $1,126,267 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,160,277 | BOYAmt |
| EOY | $36,361,788 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,279,639 | BOYAmt |
| EOY | $68,202,536 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,306,546 | BOYAmt |
| EOY | $2,759,652 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,902 | BOYAmt |
| EOY | $514,902 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,101,087 | BOYAmt |
| EOY | $71,477,090 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,261,364 | BOYAmt |
| EOY | $107,838,878 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,177,404 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,877,083 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,676,324 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,910,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,482,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,146,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,316,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,508,853 | CurrentTaxYearAmt |
| Total | $27,364,758 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,576,989 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,003,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,765,193 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,378,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,581,010 | CurrentTaxYearAmt |
| Total | $427,304,577 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,487,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,485,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,911,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,694,775 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,089,863 | CurrentTaxYearAmt |
| Total | $454,669,335 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $454,669,335 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $851,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $761,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,333,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,075,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,155,444 | CurrentTaxYearAmt |
| Total | $5,177,113 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $851,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $761,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,333,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,075,740 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,155,444 | CurrentTaxYearAmt |
| Total | $5,177,113 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,255,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,515,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $778,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $949,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,105,340 | CurrentTaxYearAmt |
| Total | $5,604,638 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,594,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $87,762,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $96,023,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,720,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,350,647 | CurrentTaxYearAmt |
| Total | $465,451,086 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97684 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97939 | PublicSupportPY509Pct |
| Investment Income CY | 0.01112 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00999 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,223,112 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $81,346 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,304,458 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,201,736 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $31,501 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,125 | OtherExpendituresAmt |
| End Year Balance | $1,223,112 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,152,291 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $67,780 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,335 | OtherExpendituresAmt |
| End Year Balance | $1,201,736 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $961,148 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $191,143 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,152,291 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $829,943 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $131,205 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $961,148 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.39470 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.60530 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,555,811 | OtherCostOrOtherBasisAmt |
| Book Value | $8,555,811 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,314,286 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,325,878 | DepreciationAmt |
| Book Value | $26,988,408 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,676 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,909 | DepreciationAmt |
| Book Value | $29,767 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,579,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,861,335 | DepreciationAmt |
| Book Value | $1,718,072 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,214,880 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,023,289 | DepreciationAmt |
| Book Value | $3,191,591 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,483,649 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS | $175,394 |
| DEFERRED COMPENSATION OBLIGATI | $455,968 |
| INTEREST RATE SWAP | $494,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,126,267 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | INTENDED USES OF ENDOWMENT FUNDS | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $2,573,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $2,573,000 | SubtotalSpentAmt |
| Total Spent | $2,573,000 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LifeFest-Medina | Event1Nm |
| Gross Receipts Event1 | $103,496 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $23,353 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $80,143 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,268 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $13,638 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,283 | OtherDirectExpensesEvent1Amt |
| Event2 | Walk To Remembe | Event2Nm |
| Gross Receipts Event2 | $151,877 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $26,524 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $125,353 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $11,671 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $11,152 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,762 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $35,273 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $255,373 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $49,877 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $205,496 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $12,939 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,152 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $16,400 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,556 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $80,047 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $125,449 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William Finn | ||||||||||||||
| ceo | $350,234 | $0 | $100,600 | $0 | $1,278 | $0 | $6,165 | $0 | $16,446 | $0 | $474,723 | $0 | $0 | $0 |
| John E Harvan Jr | ||||||||||||||
| Chief Financial Officer | $211,163 | $0 | $0 | $0 | $0 | $0 | $4,156 | $0 | $16,215 | $0 | $231,534 | $0 | $0 | $0 |
| Dann Ganzhorn | ||||||||||||||
| Medical Director | $240,064 | $0 | $600 | $0 | $0 | $0 | $3,504 | $0 | $16,344 | $0 | $260,512 | $0 | $0 | $0 |
| Julia A Bartel | ||||||||||||||
| Chief Clinical Officer | $193,168 | $0 | $600 | $0 | $0 | $0 | $3,879 | $0 | $16,127 | $0 | $213,774 | $0 | $0 | $0 |
| Clement Hearey | ||||||||||||||
| VP of Human Resources | $150,453 | $0 | $0 | $0 | $0 | $0 | $3,487 | $0 | $15,609 | $0 | $169,549 | $0 | $0 | $0 |
| FLORIN SUSOIU | ||||||||||||||
| MEDICAL DIRECTOR | $188,943 | $0 | $600 | $0 | $0 | $0 | $3,678 | $0 | $16,575 | $0 | $209,796 | $0 | $0 | $0 |
| CHARLES V WELLMAN | ||||||||||||||
| CHIEF MEDICAL OFFICER | $258,028 | $0 | $600 | $0 | $0 | $0 | $5,173 | $0 | $15,956 | $0 | $279,757 | $0 | $0 | $0 |
| KATHLEEN SENGER | ||||||||||||||
| MEDICAL DIRECTOR | $157,024 | $0 | $0 | $0 | $0 | $0 | $3,910 | $0 | $5,237 | $0 | $166,171 | $0 | $0 | $0 |
| MARINA LAZBIN | ||||||||||||||
| MEDICAL DIRECTOR | $195,091 | $0 | $600 | $0 | $0 | $0 | $3,750 | $0 | $6,575 | $0 | $206,016 | $0 | $0 | $0 |
| MICHELE SEYRANIAN | ||||||||||||||
| CHIEF MARKETING & BD OFFICER | $168,300 | $0 | $0 | $0 | $0 | $0 | $3,361 | $0 | $15,609 | $0 | $187,270 | $0 | $0 | $0 |
| BARBARA MESSINGER-RAPPORT | ||||||||||||||
| MEDICAL DIRECTOR | $250,000 | $0 | $600 | $0 | $0 | $0 | $2,500 | $0 | $0 | $0 | $253,100 | $0 | $0 | $0 |
| KEVIN DIETER | ||||||||||||||
| MEDICAL DIRECTOR | $195,441 | $0 | $600 | $0 | $0 | $0 | $3,802 | $0 | $7,596 | $0 | $207,439 | $0 | $0 | $0 |
| KENELM MCCORMICK | ||||||||||||||
| MEDICAL DIRECTOR | $185,563 | $0 | $600 | $0 | $0 | $0 | $1,710 | $0 | $16,215 | $0 | $204,088 | $0 | $0 | $0 |
| FREDERICK HEINEMAN | ||||||||||||||
| MEDICAL DIRECTOR | $185,388 | $0 | $600 | $0 | $0 | $0 | $1,850 | $0 | $15,595 | $0 | $203,433 | $0 | $0 | $0 |
| GRETCHEN JONES | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $155,077 | $0 | $0 | $0 | $0 | $0 | $1,502 | $0 | $5,619 | $0 | $162,198 | $0 | $0 | $0 |
| PATRICIA A KILFOYLE | ||||||||||||||
| DIRECTOR-HOMECARE | $136,882 | $0 | $600 | $0 | $0 | $0 | $1,269 | $0 | $16,446 | $0 | $155,197 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, #4B | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY | |||||||
| A | 341029691 | 2010-12-30 | $21,565,000 | RETIRE 1999 BONDS AND CONSTRUCT FA | false | false | false |
| COUNTY OF MEDINA OHIO | |||||||
| B | 346001851 | 2016-08-25 | $5,626,000 | REPAY PREVIOUS LOANS OF HOSPICE OF | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,297,500 | $0 | $21,565,000 | $0 | $120,302 | $0 | $397,023 | $0 | $0 | $17,480,849 | $3,566,826 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $38,000 | $0 | $5,626,000 | $0 | $0 | $0 | $100,313 | $0 | $0 | $0 | $5,525,687 | $0 | 2012 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Business Name Line1GICProviderName/BusinessNameLine1Txt |
|---|---|---|---|---|---|
| 0 | |||||
| A | false | Yes (true) | Yes (true) | false | 0 |
| 0 | |||||
| B | false | Yes (true) | Yes (true) | false | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd |
|---|
| A |
| B |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F FINN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | CEO | RelationshipDescriptionTxt |
| Transaction | $17,500 | TransactionAmt |
| Transaction | ANNUAL ORGANIZATION DUES | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | William Finn serves on the Board of Directors of the National Partnership for Hospice Innovation. This role is voluntary and he receives no compensation. National Partnership for Hospice Innovation is a not for profit, 501 (C)(3) organization. The organizations mission is to influence the future of hospice and advanced illness care through innovation and collaboration. Hospice of the Western Reserve is a member of NPHI and paid dues of $17,500 in 2016. | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $94,472 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | stock quote | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, INSPECTION AT THE HEADQUARTERS OFFICE AND BY PROVIDING FINANCIAL DATA IN ANNUAL REPORTS WHICH ARE AVAILABLE ON HOSPICE OF THE WESTERN RESERVE'S WEBSITE. 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 ANNUAL 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 ANNUAL LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. THE ORGANIZATION PARTICIPATES IN ANNUAL AND 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 - 5,405,296 CHANGE IN FAIR VALE OF INTEREST RATE SWAP - 295,701 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - ( 24,673) ---------- 5,676,324 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN RESERVE AT HOME SUPPORT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17876 SAINT CLAIR AVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464329577 | EIN |
| Primary Activities | ILLNESS MGT | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $679,090 | TotalIncomeAmt |
| End Of Year Assets | $79,662 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HWR | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOSPICE OF MEDINA COUNTY | ||||||||||
| 17876 ST CLAIR AVENUE | CLEVELAND | OH | 44110 | 341363926 | Hospice | OH | 501(C)(3) | 10 | HWR | Yes (true) |
| BRIDGESHOME HEALTH CARE | ||||||||||
| 17876 ST CLAIR AVENUE | CLEVELAND | OH | 44110 | 311511169 | Home Health | OH | 501(C)(3) | 10 | HWR | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN RESERVE CARE SOLUTIONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17876 ST CLAIR AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463262633 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HWR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C-CORP | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOSPICE OF MEDINA COUNTY | ||
| D | $2,867,389 | FMV |
| HOSPICE OF MEDINA COUNTY | ||
| S | $5,405,296 | BOOK VALUE |
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