2017-11-13T12:40:45-06:00 2016-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2016-01-01 341256377 Hospice of The Western Reserve Inc % JOHN E HARVAN JR HOSP 2163832222 17876 St Clair Avenue Cleveland OH 44110 JOHN HARVAN JR CFO 2163832222 2017-11-10 true Joseph C Sbrocco CPA P00069069 2168311200 2017-11-10 68.171.14.4 34122420173175000007 2017-11-13 P 00B50CBEBBB9381FE5BF03D16AA7A5FCCB5075A6 34089975C9E51BE86CA840C95A49BD49D8F931EE 2016 2017-02-10 21:41:12Z WILLIAM E FINN 17876 ST CLAIR CLEVELAND OH 44110 99885987 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. 19 19 1228 3035 0 3316401 4508853 84378374 88581010 1156777 807026 1032699 1230789 89884251 95127678 0 0 0 0 58274783 62557015 0 0 1728602 32212840 33748067 90487623 96305082 -603372 -1177404 96261364 107838878 31160277 36361788 65101087 71477090 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 80258225 89686350 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. 80258225 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 true false true true false false false true true true true false false true 147 0 true 1228 true false false false false false false false false false false X 19 19 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 0.0 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 William Finn ceo 40.0 5.0 X 452112 0 22611 John E Harvan Jr Chief Financial Officer 40.0 5.0 X 211163 0 20371 Julia A Bartel Chief Clinical Officer 40.0 5.0 X 193768 0 20006 Dann Ganzhorn Medical Director 40.0 0.0 X 240664 0 19848 Clement Hearey VP of Human Resources 40.0 5.0 X 150453 0 19096 FLORIN SUSOIU MEDICAL DIRECTOR 40.0 0.0 X 189543 0 20253 CHARLES V WELLMAN CHIEF MEDICAL OFFICER 40.0 0.0 X 258628 0 21129 KATHLEEN SENGER MEDICAL DIRECTOR 40.0 0.0 X 157024 0 9147 MARINA LAZBIN MEDICAL DIRECTOR 40.0 0.0 X 195691 0 20325 BARBARA MESSINGER-RAPPORT MEDICAL DIRECTOR 40.0 0.0 X 250600 0 2500 KEVIN DIETER MEDICAL DIRECTOR 40.0 0.0 X 196041 0 11398 KENELM MCCORMICK MEDICAL DIRECTOR 40.0 0.0 X 186163 0 17925 FREDERICK HEINEMAN MEDICAL DIRECTOR 40.0 0.0 X 185988 0 17445 MICHELE SEYRANIAN CHIEF MARKETING & BD OFFICER 40.0 5.0 X 168300 0 18970 ROBERT P PHILLIPS-PLONA DIR-RESIDENTIAL SVCS 40.0 5.0 X 130946 0 8773 JANICE SCHEUFLER PHARMACIST 40.0 0.0 X 129462 0 8646 GRETCHEN JONES CHIEF DEVELOPMENT OFFICER 40.0 0.0 X 155077 0 7121 PATRICIA A KILFOYLE DIRECTOR-HOMECARE 40.0 0.0 X 137482 0 17715 3589105 0 283279 27 false true false LITTLE AND WELLS INC PO BOX 181277 CLEVELAND HEIGHTS OH 44118 LANDSCAPING 148920 AMICON CONSTRUCTION 51 MEADOW LANE NORTHFIELD OH 44067 CONSTRUCTION 175104 2 267746 49877 4191230 94472 4508853 HOSPICE CARE SERVICES 623000 88458145 88458145 GRIEF COUNSELING 624100 122865 122865 88581010 1155444 1155444 0 0 0 0 0 4329844 4646024 32238 -316180 -32238 -348418 -348418 205496 49877 80047 125449 125449 0 0 0 0 0 0 RESALE SHOP 900099 720877 720877 MISCELLANEOUS REVENUE 900099 250780 250780 REBATES & REFUNDS 900099 133683 133683 1105340 95127678 89686350 932475 0 0 0 0 3865230 2989423 875807 0 44331673 36977804 6428936 924933 688692 571050 105179 12463 9712106 8458612 1144113 109381 3959314 3344618 536177 78519 0 198481 1782 196699 0 0 0 0 3334441 973322 2253200 107919 545335 50 531684 13601 3117663 1675854 1304236 137573 0 0 1562938 1202427 148082 212429 38716 15272 23431 13 0 109287 23447 56009 29831 622843 409143 213700 0 2169574 1877876 265992 25706 354784 310480 39155 5149 NURSING FACILITIES 11118355 11118355 MEDICAL SUPPLIES 5633605 5633605 PATIENT SERVICES 1983753 1983753 PATIENT SUPPLIES 1372794 1249676 62758 60360 1585498 1441676 133097 10725 96305082 80258225 14318255 1728602 8565758 6046479 0 0 1477533 792638 9786468 13175429 0 0 0 0 0 0 0 0 785486 878035 51708059 11224410 33986631 40483649 40890490 45586285 438145 467708 0 0 330853 408655 0 0 96261364 107838878 9798288 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40483649 0 ANNUITY OBLIGATIONS 175394 DEFERRED COMPENSATION OBLIGATI 455968 INTEREST RATE SWAP 494905 1126267 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 0 0 Investments 2573000 0 0 0 0 2573000 2573000 false false false true true false LifeFest-Medina 103496 23353 80143 1268 13638 4283 Walk To Remembe 151877 26524 125353 11671 11152 2762 35273 0 255373 49877 205496 12939 11152 16400 39556 80047 125449 X X X X false true false false false false false false false William Finn ceo 350234 0 100600 0 1278 0 6165 0 16446 0 474723 0 0 0 John E Harvan Jr Chief Financial Officer 211163 0 0 0 0 0 4156 0 16215 0 231534 0 0 0 Dann Ganzhorn Medical Director 240064 0 600 0 0 0 3504 0 16344 0 260512 0 0 0 Julia A Bartel Chief Clinical Officer 193168 0 600 0 0 0 3879 0 16127 0 213774 0 0 0 Clement Hearey VP of Human Resources 150453 0 0 0 0 0 3487 0 15609 0 169549 0 0 0 FLORIN SUSOIU MEDICAL DIRECTOR 188943 0 600 0 0 0 3678 0 16575 0 209796 0 0 0 CHARLES V WELLMAN CHIEF MEDICAL OFFICER 258028 0 600 0 0 0 5173 0 15956 0 279757 0 0 0 KATHLEEN SENGER MEDICAL DIRECTOR 157024 0 0 0 0 0 3910 0 5237 0 166171 0 0 0 MARINA LAZBIN MEDICAL DIRECTOR 195091 0 600 0 0 0 3750 0 6575 0 206016 0 0 0 MICHELE SEYRANIAN CHIEF MARKETING & BD OFFICER 168300 0 0 0 0 0 3361 0 15609 0 187270 0 0 0 BARBARA MESSINGER-RAPPORT MEDICAL DIRECTOR 250000 0 600 0 0 0 2500 0 0 0 253100 0 0 0 KEVIN DIETER MEDICAL DIRECTOR 195441 0 600 0 0 0 3802 0 7596 0 207439 0 0 0 KENELM MCCORMICK MEDICAL DIRECTOR 185563 0 600 0 0 0 1710 0 16215 0 204088 0 0 0 FREDERICK HEINEMAN MEDICAL DIRECTOR 185388 0 600 0 0 0 1850 0 15595 0 203433 0 0 0 GRETCHEN JONES CHIEF DEVELOPMENT OFFICER 155077 0 0 0 0 0 1502 0 5619 0 162198 0 0 0 PATRICIA A KILFOYLE DIRECTOR-HOMECARE 136882 0 600 0 0 0 1269 0 16446 0 155197 0 0 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 2297500 0 21565000 0 120302 0 397023 0 0 17480849 3566826 0 2012 true false true true B 38000 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 WILLIAM F FINN CEO 17500 ANNUAL ORGANIZATION DUES false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS 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. X 6 94472 stock quote 1 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, 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 WESTERN RESERVE AT HOME SUPPORT LLC 17876 SAINT CLAIR AVE CLEVELAND OH 44110 464329577 ILLNESS MGT OH 679090 79662 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 false false false false true HOSPICE OF MEDINA COUNTY D 2867389 FMV HOSPICE OF MEDINA COUNTY S 5405296 BOOK VALUE