2017-10-31T18:00:23-05:00 2017-06-30 350921680 CROWE HORWATH LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990 2016-07-01 953275679 The Elizabeth Hospice Inc ELIZ 7607372050 500 La Terraza BLVD 130 Escondido CA 920253876 Kiprian Skavinski CFO 2017-10-05 true NICOLE BENCIK P00756195 4155761100 2016 2021-01-29 14:40:06Z Janet Jones 500 La Terraza BLVD 130 Escondido CA 920253876 39358017 false X www.elizabethhospice.org X 1985 CA TO ENHANCE THE QUALITY OF LIFE FOR THOSE NEARING THE END OF LIFE'S JOURNEY AND FOR THOSE WHO GRIEVE THROUGH RESPONSIVE MEDICAL, EMOTIONAL, AND SPIRITUAL SUPPORT. 17 16 362 427 0 0 83386 2112809 34257212 31239812 1281 283474 0 282545 34341879 33918640 0 0 0 0 25361488 23527413 0 0 630631 9363670 8998987 34725158 32526400 -383279 1392240 8260891 21568989 3500904 3428397 4759987 18140592 TO ENHANCE THE QUALITY OF LIFE FOR THOSE NEARING THE END OF LIFE'S JOURNEY AND FOR THOSE WHO GRIEVE THROUGH RESPONSIVE MEDICAL, EMOTIONAL, AND SPIRITUAL SUPPORT. false false 25137737 31063004 Founded in 1978, The Elizabeth Hospice is a pioneer in the hospice movement and regarded as the most experienced and largest nonprofit hospice program in the region, with services provided throughout San Diego County and South Riverside County (Inland Empire). This past fiscal year, The Elizabeth Hospice provided its comprehensive programs and services to 2,527 people impacted by advanced illness, griefand loss. The Elizabeth Hospice is an independent, nonprofit organization that relies on charitable contributions to ensurethat our services are available to all who need them, regardless of insurance coverage or their ability to pay. All donations support our local programs and services that are open to the entire community. 648837 153460 Palliative care focuses on pain management and relief from symptoms and stress for people who are living with a chronic or seriousillness and are not yet hospice eligible.Our uniquely qualified staff of palliative care professionals works in conjunction with the referring physician to create a plan of care that addresses healthcare goals and provides guidance through illness care choices. The focus of palliative care is improving the quality of life for patients, and supporting their family members. 358009 23348 The Center for Compassionate Care at The Elizabeth Hospice offers comprehensive bereavement support for all ages. Our grief support services are available to all in the community and does not require a patient affiliation. Individual counseling and group support are available to adults and children, regardless of the type of loss experienced. Last year, more than 5,760 people received grief support from us. Our specialized children's bereavement program is unique inSan Diego County, with services offered at our various facilities, as well as on-campus in local school districts, where our counseling professionals also train staff to support children experiencing grief. 26144583 true true false false false false false false false true true false false false true true false true false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 109 0 true 362 true false false false false false false false false false false false false false false X 17 16 false false true false false false false true true false false true true true true true true true true false CA X X Kiprian Skavinski 7607372050 500 La Terraza Blvd Ste 130 Escondido CA 92025 Janet Jones CEO/President 40.0 X X 294792 0 20295 Michelle Hays Director/Treasurer 1.0 X X 0 0 0 Debra Lange Director/Corporate Secretary 1.0 X X 0 0 0 Robert Hemker Director/Chairman 1.0 X 0 0 0 Edward Croft Director 0.5 X 0 0 0 Gary Kloehn Director 1.0 X 0 0 0 Mark Neu Director 0.5 X 0 0 0 Nancy Mccoy Director 0.5 X 0 0 0 Laurette Mcguire PhD Director 0.5 X 0 0 0 Lori Rappaport Director 0.5 X 0 0 0 Chris Weissman Director 0.5 X 0 0 0 Irma Cota Director 0.5 X 0 0 0 Denise Boren PhD Director 0.5 X 0 0 0 Guy Anastasia Director 0.5 X 0 0 0 Doug Dawson Director 0.5 X 0 0 0 Theodore Davis Director 0.5 X 0 0 0 Dan Laframboise Director 0.5 X 0 0 0 Michelle Sullivan Director (partial year) 1.0 X 0 0 0 Kiprian Skavinski CFO 40.0 X 161626 0 6400 Andrea Goodwin COO (thru 11/2016) 40.0 X 188612 0 5469 DR Glenn Panzer Chief Medical Officer (thru 3/2017) 40.0 X 286441 0 14983 Phaedra Kunze Director of Business Development 40.0 X 142066 0 15401 Robert Burgett Director of IT 40.0 X 140080 0 21499 Jackie Copeland Nurse Practitioner Supervisor 40.0 X 138821 0 15133 Liz Sampair Director of clinical services 40.0 X 138669 0 20065 Veronica Giron-Stone Team Manager 40.0 X 126644 0 10212 Jeffrey White former CCO 0.0 X 132305 0 1959 Patricia Shader former Director of Clinical Services 0.0 X 145324 0 5407 1895380 0 136823 15 true true false Villa Rancho Bernardo 15720 Bernardo Center Dr san diego CA 921275861 nursing service 297587 George Delgado MD Inc 28345 Tricia Place Escondido CA 92026 medical service 253926 Negin Salimi DO Inc 5260 Fiore Terrace Apt I201 San Diego CA 92122 medical service 201410 Bhalla-Regev Sandhya MD 13754 Boquita Drive del mar CA 92014 medical service 173310 Covenant Care La Jolla LLC (dba La Jolla Nursing & Rehab) 2552 Torrey Pines Rd san diego CA 92037 nursing service 124627 14 105655 2007154 36192 2112809 Hospice Services 621610 30975151 30975151 Other 900099 264661 264661 0 0 0 0 31239812 170085 170085 71681 71681 0 71681 71681 5502143 5388754 113389 0 113389 113389 11849 105655 50623 -38774 -38774 Workers compensation dividend 900099 16861 16861 Other Income 900099 232777 232777 0 0 0 0 249638 33918640 31239812 0 566019 881078 359560 521518 18147985 15006792 2787949 353244 143063 116309 23695 3059 2997922 2515110 452547 30265 1357365 1116346 214655 26364 107390 34741 42676 29973 40885 40885 1555483 1419192 134091 2200 111753 500 103703 7550 253996 161791 77137 15068 524217 23510 486018 14689 1859325 1560069 280700 18556 839127 679975 157004 2148 257252 50338 82777 124137 45155 45155 334712 281158 50207 3347 185122 8783 176339 Medications 952845 952845 Medical Equipment 900987 900987 Medical Supplies 614383 614383 Patient Expense 245772 245772 170583 96422 74130 31 32526400 26144583 5751186 630631 248513 149874 2540653 3297916 681490 0 3618500 3522167 0 0 0 152685 325117 5779521 2461350 945801 3318171 10862615 0 0 73249 93129 8260891 21568989 3494827 3422320 6077 6077 3500904 3428397 X 4759987 15081751 478514 2580327 4759987 18140592 8260891 21568989 X 1392240 656427 11331938 X false true X true false X 124995 154198 153593 83386 2112809 2628981 34345758 33504334 34006608 34257212 31239812 167353724 0 0 0 34470753 33658532 34160201 34340598 33352621 169982705 0 0 0 0 24440 24440 0 0 0 0 0 0 0 0 0 0 24440 24440 169958265 740 0 379 1281 241766 244166 0 740 0 379 1281 241766 244166 0 0 0 0 0 261487 261487 34471493 33658532 34160580 34341879 33855874 170488358 0.9969 1.0000 0.0014 0.0000 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - GROSS INCOME FROM FUNDRAISING, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 11849.0, COLUMN F - 11849.0; DESCRIPTION - WORKERS COMPENSATION DIVIDEND, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 16861.0, COLUMN F - 16861.0; DESCRIPTION - OTHER INCOME, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 232777.0, COLUMN F - 232777.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2971782 4305014 605796 299361 7583231 3107610 -7170 128658 2971782 3098283 145624 136297 3107610 3012265 345388 259370 3098283 2765247 332018 85000 3012265 0.6149 0.3403 0.0448 false false 879235 879235 2989829 1031101 1958728 1371486 1189888 181598 538971 240361 298610 3318171 Security Deposit Held 6077 6077 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization is exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. Due to its tax-exempt status, the Organization is not generally subject to U.S. federal income tax or state income tax. The Organization's Form 990 has not been subject to examination by the Internal Revenue Service or the state of California for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at June 30, 2017 and 2016. GOLF TOURNAMENT 117504 105655 11849 14309 10884 500 24930 0 0 117504 105655 11849 14309 10884 500 24930 50623 -38774 X X false false false false false false false false false Janet Jones CEO/President 275878 0 2792 0 16122 0 7416 0 12879 0 315087 0 0 0 Kiprian Skavinski CFO 156625 0 1672 0 3329 0 4603 0 1797 0 168026 0 0 0 Andrea Goodwin COO (thru 11/2016) 140474 0 1768 0 46370 0 4246 0 1223 0 194081 0 0 0 DR Glenn Panzer Chief Medical Officer (thru 3/2017) 283568 0 2873 0 0 0 7984 0 6999 0 301424 0 0 0 Phaedra Kunze Director of Business Development 127921 0 1310 0 12835 0 4061 0 11340 0 157467 0 0 0 Robert Burgett Director of IT 130756 0 1378 0 7946 0 4160 0 17339 0 161579 0 0 0 Jackie Copeland Nurse Practitioner Supervisor 122670 0 1257 0 14894 0 3819 0 11314 0 153954 0 0 0 Liz Sampair Director of clinical services 130569 0 1378 0 6722 0 2802 0 17263 0 158734 0 0 0 Jeffrey White former CCO 132305 0 0 0 0 0 462 0 1497 0 134264 0 0 0 Patricia Shader former Director of Clinical Services 145324 0 0 0 0 0 1218 0 4189 0 150731 0 0 0 X 10579 Selling cost X 18 550 Selling cost X gift cards 25 25063 Selling cost 0 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions The Elizabeth Hospice uses a non-profit organization, CARS INC, as a third party to assist with vehicle donations. The donor contacts CARS INC to arrange a time for pick up, tow, auction and assist with title transfers from donor to CARS INC. Once the vehicle is sold and proceeds are received, CARS INC prepares a thank you letter sent to the donor on behalf of The Elizabeth Hospice. If the vehicle sells for more than $500, a 1098-C is completed by CARS INC, and the appropriate copies are mailed with the thank you letter to the donor. Schedule M, Part I Explanations of reporting method for number of contributions Clothing and household goods - number of items contributed Collectibles - number of items contributed Other - gift cards number of items contributed Form 990, Part VI, Line 1a Delegate broad authority to a committee THE BOARD OF DIRECTORS AS OUTLINED IN THE BYLAWS OF THE CORPORTATION HAS A DESIGNATED EXECUTIVE COMMITTEE AND DELEGATE TO SUCH COMMITTEE ANY OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION WITH SOME EXCEPTIONS AS PROVIDED IN THE ORGANIZATIONS BYLAWS. BY MAJORITY VOTE OF THE DIRECTORS THEN IN OFFICE, THE BOARD MAY AT ANY TIME REVOKE OR MODIFY ANY OR ALL OF THE AUTHORITY SO DELEGATED, INCREASE OR DECREASE BUT NOT BELOW TWO (2) THE NUMBER OF COMMITTEE MEMBERS, AND FILL VACANCIES THEREIN FROM THE MEMBERS OF THE BOARD. Form 990, Part VI, Line 4 Significant changes to organizational documents The organization changed the number of the governing body's voting members from a max of 15 to a max of 20. The organization added the CFO as an Officer of the Board. The organization added a super-majority vote requirement to modify, amend, or rescind the policies approved by the board relating to the establishment, operation, maintenance, funding, and termination of the Board-Directed Endowment Fund. Form 990, Part VI, Line 11b Review of form 990 by governing body MANAGEMENT AT THE ELIZABETH HOSPICE WORKS WITH AN OUTSIDE TAX FIRM IN THE PREPARATION AND REVIEW OF THE IRS FORM 990. THE BOARD OF DIRECTORS HAS DELEGATED ITS AUTHORITY TO THE AUDIT COMMITTEE WHO REVIEWS A DRAFT OF THE IRS FORM 990 WITH MANAGeMENT AND THE TAX FIRM. ONCE THE AUDIT COMMITTEE HAS APPROVED THE 990 AND PRIOR TO THE TAX FIRM FILING THE 990 WITH THE IRS, THE APPROVED DRAFT IS SENT TO THE BOARD OF DIRECTORS FOR REVIEW. THE TAX FIRM ALSO PRESENTS THE APPROVED 990 AT A REGULARLY SCHEDULED BOARD MEETING. Form 990, Part VI, Line 12c Conflict of interest policy BOARD MEMBERS, OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE PROVIDED THE CONFLICT OF INTEREST STATEMENT AND DISCLOSURE FORMS ANNUALLY. THEY ARE TO REPORT ANY ACTIVITY OR RELATIONSHIP THAT COULD BE SEEN AS A CONFLICT OF INTEREST TO THE BOARD OF DIRECTORS. THE CONFLICT OF INTEREST DISCLOSURES ARE REVIEWED AND TRACKED BY THE SECRETARY AND REPORTED TO THE GOVERNANCE COMMITTEE. ANY ACTUAL OR POTENTIAL CONFLICTS ARE REPORTED TO THE BOARD OF DIRECTORS BY THE GOVERNANCE COMMITTEE AND THE IDENTIFIED INDIVIDUAL IS TO OBSTAIN FROM VOTING ON ANY ISSUES RELATED TO THE POTENTIAL CONFLICT. Form 990, Part VI, Line 15a Process to establish compensation of top management official ANNUALLY, THE EXECUTIVE COMMITTEE CONDUCTS A WRITTEN EVALUATION OF THE CEO USING COMPARABILITY DATA AND DETERMINES ANY ADJUSTMENTS TO SALARY. THE RECOMMENDATIONS ARE PRESENTED TO THE FULL BOARD AND DOCUMENTED IN THE BOARD MINUTES. EVERY TWO TO THREE YEARS, THE EXECUTIVE COMMITTEE COMPLETED A MERIT REVIEW OF THE CEO'S COMPENSATION USING COMPARABILITY DATA AND COMPENSATION SURVEYS FROM HUMAN RESOURCES. Form 990, Part VI, Line 15b Process to establish compensation of other employees ANNUALLY, THE CEO CONDUCTS A WRITTEN EVALUATION USING COMPARABILITY DATA AND MAKES RECOMMENDATIONS TO HUMAN RESOUCES ON SALARY ADJUSTMENTS. BASED ON THE RESULTS, REVIEW OF EACH POSITION AND TAKING INTO ACCOUNT THE LEVEL OF EXPERIENCE FOR EACH INDIVIDUAL ADJUSTMENTS ARE MADE IF WARRANTED AND PROVIDED TO THE EMPLOYEE IN WRITING. EVERY TWO TO THREE YEARS, THE CEO COMPLETES A MERIT REVIEW USING COMPARABILITY DATA AND COMPENSATION SURVEYS FROM HUMAN RESOURCES FOR OTHER KEY EMPLOYEES AND TOP MANAGEMENT OFFICIALS. Form 990, Part VI, Line 19 Required documents available to the public DOCUMENTS ARE AVAILABLE FOR VIEWING UPON REQUEST AT 500 LA TERRAZA BLVD, SUITE 130, ESCONDIDO, CA 92025-3876. Form 990, Part XI, Line 9 Other changes in net assets or fund balances transfer of foundation assets - 11331938;