VISITING NURSES ASSOCIATION OF SOUTHWEST FLORIDA INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: VISITING NURSES ASSOCIATION OF SOUTHWEST FLORIDA INC (EIN 59-6175593)
Tax period: 2015-10-01 to 2016-09-30
Filed: 2017-06-30
IRS object ID: 201711819349300216
Schema version: 2015v3.0
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 D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-06-30T11:00:32-05:00	ReturnTs
Tax Period End	2016-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CliftonLarsonAllen LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6810 International Center Blvd	AddressLine1Txt
City	Fort Myers	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33912	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	596175593	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Visiting Nurses Association of SW Florida Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	VISI	BusinessNameControlTxt
Phone	2393374848	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9470 HealthPark Circle	AddressLine1Txt
City	Fort Myers	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33908	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Jill Lampley	PersonNm
Person Title	CFO	PersonTitleTxt
Signature	2017-06-30	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Martin Redovan CPA	PreparerPersonNm
PTIN	P01281045	PTIN
Phone	2392269900	PhoneNum
Preparation	2016-05-24	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Samira Beckwith	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9470 HealthPark Circle	AddressLine1Txt
City	Fort Myers	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33908	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,538,798	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.visitingnurseswfl.com	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1966	FormationYr
Legal Domicile State	FL	LegalDomicileStateCd
Activity Or Mission	To improve the quality of life for every person we serve by providing compassionate care, and extraordinary service.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	12	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$361	PYContributionsGrantsAmt
CY Contributions Grants	$3,228	CYContributionsGrantsAmt
PY Program Service Revenue	$920,678	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,031,251	CYProgramServiceRevenueAmt
PY Investment Income	$1,218	PYInvestmentIncomeAmt
CY Investment Income	$1,805	CYInvestmentIncomeAmt
PY Other Revenue	$12,864	PYOtherRevenueAmt
CY Other Revenue	$463,686	CYOtherRevenueAmt
PY Total Revenue	$935,121	PYTotalRevenueAmt
CY Total Revenue	$1,499,970	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$621,679	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,050,189	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$528,758	PYOtherExpensesAmt
CY Other Expenses	$901,684	CYOtherExpensesAmt
PY Total Expenses	$1,150,437	PYTotalExpensesAmt
CY Total Expenses	$1,951,873	CYTotalExpensesAmt
PY Revenues Less Expenses	-$215,316	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$451,903	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,525,433	TotalAssetsBOYAmt
Total Assets EOY	$2,112,389	TotalAssetsEOYAmt
Total Liabilities BOY	$1,735,433	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,774,292	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	-$210,000	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$661,903	NetAssetsOrFundBalancesEOYAmt
Mission	To improve the quality of life for every person we serve by providing compassionate care, and extraordinary service.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,802,750	ExpenseAmt
Revenue	$1,031,251	RevenueAmt
Desc	For more than 40 years, Visiting Nurses of Southwest Florida (VNA) has provided exceptional home health and private duty nursing care. Volunteers established the Organization in 1966 in cooperation with the Lee County Public Health Department. VNA is Medicare-certified under Florida License #HHN 21277096 and serves Charlotte, Collier, DeSoto, Hendry, Lee, and Sarasota counties. Additionally, the Organization is accredited by the Community Health Accreditation Program (CHAP), the national leader in improving the quality of care in the home care industry. Care is provided in private residences or any place a person calls home. Services include skilled nursing care and home health aides as well as medication management, caregiver education, disease management, wound care, personal care, and physical, occupational, and speech therapies. As a not-for-profit, the Organization's primary focus is the health and wellbeing of its participants.	Desc
Total Program Service Expenses	$1,802,750	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	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	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	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	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	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	false	TaxExemptBondsInd
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	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	4	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
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
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	6	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	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
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Jill Lampley	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2393374848	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9470 HealthPark Circle	AddressLine1Txt
City	Fort Myers	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33908	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
Bo Turbeville
Chair	0.5	1.0	Yes (X)	Yes (X)	$0	$0	$0
Sandy Robinson
Vice Chair	0.5	1.0	Yes (X)	Yes (X)	$0	$0	$0
Richard Ackert
Secretary	0.5	1.0	Yes (X)	Yes (X)	$0	$0	$0
Charles Idelson
Treasurer	0.5	1.0	Yes (X)	Yes (X)	$0	$0	$0
Rev Dr Tim Halverson
Past Chair	0.5	1.0	Yes (X)	Yes (X)	$0	$0	$0
Samira Beckwith
President / CEO	5.0	55.0	Yes (X)	Yes (X)	$0	$477,518	$37,622
Noreen DiPlacido
Board Member	0.5	1.0	Yes (X)		$0	$0	$0
Madlyn Dornaus
Board Member	0.5	1.0	Yes (X)		$0	$0	$0
Tom Giles
Board Member	0.5	1.0	Yes (X)		$0	$0	$0
Larry Hart
Board Member	0.5	1.0	Yes (X)		$0	$0	$0
Jerry Nichols
Board Member	0.5	1.0	Yes (X)		$0	$0	$0
Luis Insignares
Board Member	0.5	1.0	Yes (X)		$0	$0	$0
Fred Pezeshkan
Board Member	0.5	1.0	Yes (X)		$0	$0	$0
Jill Lampley
CFO	5.0	45.0		Yes (X)	$0	$237,203	$26,429

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$714,721	TotReportableCompRltdOrgAmt
Total Other Compensation	$64,051	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	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
Gulf Coast Village Home Health
1333 Santa Barbara Blvd	Cape Coral	FL	33991	Home Health Staff Services	$223,248
Florida Rehability Inc
3981 Wellington Parkway	Palm Harbor	FL	34684	Home Health Services	$108,440

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$3,228	AllOtherContributionsAmt
Total Contributions	$3,228	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Patient Service Revenue	623990	$1,013,246	$1,013,246
Immunization Revenue	623990	$18,005	$18,005

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,031,251	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,533	TotalRevenueColumnAmt
Exclusion	$1,533	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$39,100	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$38,828	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$272	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$272	TotalRevenueColumnAmt
Exclusion	$272	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Other Income	Desc
Business	900099	BusinessCd
Total Revenue Column	$463,686	TotalRevenueColumnAmt
Exclusion	$463,686	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$463,686	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,499,970	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,031,251	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$465,491	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$888,345	TotalAmt
Program Services	$782,872	ProgramServicesAmt
Management And General	$105,473	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$108,463	TotalAmt
Program Services	$78,383	ProgramServicesAmt
Management And General	$30,080	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$53,381	TotalAmt
Program Services	$41,517	ProgramServicesAmt
Management And General	$11,864	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$4,426	TotalAmt
Program Services	$4,294	ProgramServicesAmt
Management And General	$132	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$520,967	TotalAmt
Program Services	$520,967	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,902	TotalAmt
Program Services	$18,891	ProgramServicesAmt
Management And General	$11	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
Bad Debt	$226,659	$226,659
Replacement Pool	$41,418	$41,418
Recruiting	$25,500	$25,500
Medical Supplies	$20,778	$20,778

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$43,034	TotalAmt
Program Services	$41,471	ProgramServicesAmt
Management And General	$1,563	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,951,873	TotalAmt
Program Services	$1,802,750	ProgramServicesAmt
Management And General	$149,123	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$298,306	BOYAmt
EOY	$925,781	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,019,022	BOYAmt
EOY	$1,020,045	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$140,024	BOYAmt
EOY	$156,021	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$18,764	BOYAmt
EOY	$2,031	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$10,489	BOYAmt
EOY	$8,511	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$38,828	BOYAmt
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

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	$1,525,433	BOYAmt
EOY	$2,112,389	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$56,664	BOYAmt
EOY	$43,045	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$4,743	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,674,026	BOYAmt
EOY	$2,731,247	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,735,433	BOYAmt
EOY	$2,774,292	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	-$210,000	BOYAmt
EOY	-$661,903	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	-$210,000	BOYAmt
EOY	-$661,903	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,525,433	BOYAmt
EOY	$2,112,389	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$451,903	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (true)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
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	$2,387	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$108	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$361	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,228	CurrentTaxYearAmt
Total	$6,084	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,836,241	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,082,975	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$184,211	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$920,678	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,031,251	CurrentTaxYearAmt
Total	$5,055,356	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	$1,838,628	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,083,083	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$184,211	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$921,039	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,034,479	CurrentTaxYearAmt
Total	$5,061,440	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$5,061,440	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,470	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$595	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$77	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,218	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,533	CurrentTaxYearAmt
Total	$4,893	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	$1,470	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$595	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$77	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,218	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,533	CurrentTaxYearAmt
Total	$4,893	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	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$875	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,864	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,480	CurrentTaxYearAmt
Total	$19,219	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,840,098	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,084,553	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$184,288	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$935,121	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,041,492	CurrentTaxYearAmt
Total	$5,085,552	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.9953	PublicSupportCY509Pct
Public Support PY509	0.9968	PublicSupportPY509Pct
Investment Income CY	0.0010	InvestmentIncomeCYPct
Investment Income PY	0.0007	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule A, Part II, Line 17a Fiscal Years Identified Because of Short Year

Public Support is measured using a 5-year computation period that includes the current and four prior tax years (including short years). The Organization changed its tax year in 2014 to September 30th, resulting in a short year period. The chart below clarifies the information presented in Schedule A, Part III: Column (a) - Fiscal year ending 6/30/2013 Column (b) - Fiscal year ending 6/30/2014 Column (c) - 3 month period ending 9/30/2014 Column (d) - Fiscal year ending 9/30/2015 Column (e) - Fiscal year ending 9/30/2016

Schedule A, Part III, Line 12 Other Income

DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - , COLUMN B - 875.0, COLUMN C - 0.0, COLUMN D - 12864.0, COLUMN E - 5480.0, COLUMN F - 19219.0;

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Intercompany Payable	Desc
Amt	$2,731,247	Amt

Field	Value	IRS element (for citing)
Total Liability	$2,731,247	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,499,706	TotalRevEtcAuditedFinclStmtAmt
Other Revenue	$8	OtherRevenueAmt
Revenue Not Reported	$8	RevenueNotReportedAmt
Revenue Subtotal	$1,499,698	RevenueSubtotalAmt
Other Revenues Not Included	$272	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$272	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$1,499,970	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,951,900	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$27	OtherExpensesIncludedAmt
Expenses Not Reported	$27	ExpensesNotReportedAmt
Expenses Subtotal	$1,951,873	ExpensesSubtotalAmt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,951,873	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	The Organization is a nonprofit corporation as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal and state income taxes. The Organization's income tax returns are subject to review and examination by federal and state authorities. The Organization is not aware of any activities that would jeopardize its tax-exempt status. The Organization is also not aware of any activities that are subject to tax as unrelated business income, excise, or other taxes. The Organization is in compliance with the income tax standard regarding the recognition and measurement of uncertain tax positions. This guidance clarifies the accounting for uncertainty in income taxes recognized in an Organization's financial statements. The implementation of this standard had no impact on the Organization's financial statements.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	Rounding - 8
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements	Realized Gains on Investments - 272
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	Rounding - 27

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	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 (2 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
Samira Beckwith
President / CEO	$0	$405,075	$0	$46,854	$0	$25,589	$0	$11,766	$0	$25,856	$0	$515,140	$0	$0
Jill Lampley
CFO	$0	$237,203	$0	$0	$0	$0	$0	$10,536	$0	$15,893	$0	$263,632	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation	FormAndLineReferenceDesc
Explanation	The Organization relies on the related Organization, Hope Hospice to establish the Compensation of the top Management Official. Hope Hospice uses all of the methods listed in Question #3.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part V, Line 2a Number of Employees Reported on Form W-3	The Salaries, Benefits and Taxes reported on Page 10, Part IX, Lines 5 through 10 are paid by the Related Entity, Hope Hospice and Community Services, Inc.
Form 990, Part VI, Line 1a Delegate broad authority to a committee	During the tax year, the Board of Directors delegated broad authority to act on its behalf to an Executive Committee composed of the Chair, Vice Chair, Secretary, and Treasurer. The Executive Committee is authorized to handle any matters referred to it by the Board of Directors. In addition, it is authorized all powers of the Board during the interval between meetings of the Board, except and excluding purchase, sale, lease or encumbering of real property.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	CHARLES IDELSON, SAMIRA BECKWITH, RICHARD ACKERT - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body	A copy of the Organization's final Form 990 (including required schedules), as ultimately filed with the IRS, was provided to each voting member of the Board of Director's on June 27, 2017, prior to its filing with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policy	All Board members and employees are provided a copy of the Conflict of Interest Policy. Employees are required to sign a "Conflict of Interest Disclosure Statement" at the time of hire and to update the information if changes occur. Board Members sign a "Conflict of Interest Disclosure Statement" annually and when changes occur. Records of disclosure statements are maintained by the CEO. During Board Meetings, voting Members are required to disclose whether they have a Conflict of Interest on the issue at hand. If a conflict is identified, the Member is excluded from voting on the issue.
Form 990, Part VI, Line 19 Required documents available to the public	All requests for documents must be approved by the President / CEO or Treasurer prior to release. The information will be prepared and clearly marked "Audited" or "Un-Audited", as appropriate. The purpose and the intended use of the requested material and the source of the request should be made clear.
Form 990, Part IX, Line 11g Other Fees	Consulting Services - Total Expense: 46086, Program Service Expense: 46086, Management and General Expenses: , Fundraising Expenses: ; Occupational Therapy - Total Expense: 110340, Program Service Expense: 110340, Management and General Expenses: , Fundraising Expenses: ; Physical Therapy - Total Expense: 342033, Program Service Expense: 342033, Management and General Expenses: , Fundraising Expenses: ; Speech Therapy - Total Expense: 22508, Program Service Expense: 22508, Management and General Expenses: , Fundraising Expenses: ;
Form 990, Part XII, Line 2a ORGANIZATION'S FINANCIAL STATEMENTS	THE ORGANIZATIONS FINANCIAL STATEMENTS WERE COMPILED BY AN INDEPENDENT AUDITOR AS A PART OF THE PREPARATION OF THE MEDICARE COST REPORT FOR THE FISCAL YEAR 10/1/2015 THROUGH 9/30/2016.
Form 990, Part XII, Line 2b ORGANIZATION'S FINANCIAL STATEMENTS	THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDING 9/30/2016 WERE INCLUDED AS A PART OF THE CONSOLIDATED FINANCIAL STATEMENTS OF THE RELATED PARTY, HOPE HOSPICE OF SOUTHWEST FLORIDA, INC., AND WERE AUDITED BY AN INDEPENDENT AUDITING FIRM.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	HOPE HOSPICE & COMMUNITY SERVICES INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	9470 HEALTHPARK CIRCLE	AddressLine1Txt
City	FORT MYERS	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33908	ZIPCd

Field	Value	IRS element (for citing)
EIN	592128697	EIN
Primary Activities	TO PROVIDE EXCEPTIONAL CARE TO INDIVIDUALS AND LOVED ONES AS THEY FULFILL LIFE'S JOURNEY	PrimaryActivitiesTxt
Legal Domicile State	FL	LegalDomicileStateCd
Exempt Code Section	501(c)(3	ExemptCodeSectionTxt
Public Charity Status	7	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	HOPE HOSPICE & COMMUNITY SERVICES INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	false	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	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
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	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	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	false	TransferFromOtherOrgInd