2016-02-05T19:00:50-06:00 2015-09-30 350921680 CROWE HORWATH LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 33301 990 2014-10-01 201683870 Health and Palliative Services of the Treasure Coast Inc HEAL 7724034500 1201 SE Indian Street Stuart FL 34997 Susan de Cuba CEO 2016-02-01 true BRITTNEY KOCAJ P01320603 9542028600 2014 2016-08-17 19:52:53Z Treasure Coast Hospice Susan de Cuba 1201 SE Indian Street Stuart FL 34997 16413988 false X www.tchospice.org X 2004 FL To provide administrative support of its wholly owned subsidiary agencies whose mission is to provide compassionate, comprehensive, high-quality care to our patients and those who share their lives. 12 12 230 119 0 0 1022079 1148056 16827785 15160543 5515 4723 102085 100666 17957464 16413988 0 0 0 0 13987342 12871371 0 0 0 3976698 3549925 17964040 16421296 -6576 -7308 3055205 2697967 3334491 2977253 -279286 -279286 To provide administrative support of its wholly owned subsidiary agencies whose mission is to provide compassionate, comprehensive, high-quality care to our patients and those who share their lives. Our vision is to be the premier community-based Hospice provider in Florida. (CONTINUED IN SCHEDULE O). false false 10280417 15064555 THE DIRECT HOSPICE CORE SUPPORT SERVICES FULFILL THE MEDICAL SERVICES AND ADMISSIONS REQUIREMENTS INTO HOSPICE CARE. OUR MEDICAL TEAM OF PHYSICIANS PROVIDES THEIR EXPERTISE IN SYMPTOM MANAGEMENT AND COMFORT CARE. PHYSICIANS ARE AN INTEGRAL PART OF THE HOSPICE TEAM. THE PHYSICIANS AND MEMBERS OF THE ADMISSIONS TEAM EDUCATE RESIDENTS ABOUT HOSPICE CARE AND EVALUATE THEIR MEDICAL ELIGIBILITY TO INITIATE CARE. OUR COMMUNITY OUTREACH REQUIRES CONTINUOUSLY EDUCATING PHYSICIANS AND RESIDENTS IN MARTIN, ST. LUCIE AND OKEECHOBEE COUNTIES ABOUT HOW TO ACCESS HOSPICE SERVICES. 751063 38711 TREASURE COAST HOSPICE COUNSELING SERVICES (TCHCS) PROVIDES GRIEF SUPPORT TO HOSPICE PATIENTS, THEIR FAMILIES AND ANYONE THAT HAS EXPERIENCED A DEATH LOSS IN MARTIN and ST. LUCIE counties. THE COUNSELING SERVICE STAFF ARE MASTER-LEVEL PREPARED CLINICIANS WHO ARE LICENSED BY THE STATE OF FLORIDA TO PROVIDE COUNSELING. SERVICES ARE PROVIDED TO: 1) BEREAVED INDIVIDUALS/FAMILIES OF PATIENTS THAT HAVE RECEIVED HOSPICE CARE; 2950 INDIVIDUALS RECEIVED STANDARD BEREAVEMENT SERVICES (NEWSLETTERS, PHONE CALLS).(CONTINUED IN SCHEDULE O). 513457 157943 TREASURE COAST PALLIATIVE CARE (TCPC) IS A PROGRAM WHICH PROVIDES CONSULTATIVE PALLIATIVE CARE SERVICES TO PATIENTS WITH SERIOUS ILLNESS WHO FAIL TO MEET ELIGIBILITY GUIDELINES FOR HOSPICE OR WHO DO NOT CHOOSE HOSPICE CARE. SERVICES PROVIDED INCLUDE THE EXPERT MANAGEMENT OF PAIN AND OTHER SYMPTOMS, CLARIFICATION OF GOALS OF CARE, ESTABLISHING ADVANCED DIRECTIVES, AND DISCUSSING TREATMENT OPTIONS AND THEIR EXPECTED OUTCOMES. PALLIATIVE CARE CONSULTATION SERVICES ARE PROVIDED BY A SPECIALIZED TEAM COMPRISED OF A PHYSICIAN AND ADVANCED NURSE PRACTITIONERS. THESE SERVICES ARE CURRENTLY AVAILABLE AT SEVEN LOCAL SKILLED NURSING FACILITIES, FIVE LOCAL ASSISTED LIVING FACILITIES AND FOUR AREA HOSPITALS WITH FOLLOW UP VISITS ALSO PROVIDED IN THE HOME . THE PALLIATIVE CARE TEAM PROVIDED 837 PALLIATIVE CARE VISITS TO 330 UNIQUE PATIENTS IN MARTIN AND ST. LUCIE COUNTIES. 11544937 true true false true false false false false true false false false true true true false true false false false false false false false false false false false true false false false true false false false false false false false false true true true true false false true 41 0 true 230 true false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false FL X Carl Martello 7724034500 1201 SE Indian Street Stuart FL 34997 Andrew Joseph Passeri Chairman 3.00 3.00 X X 0 0 0 Karlette Jan Peck Vice Chair 2.00 2.00 X X 0 0 0 Jordan Ira Fields Secretary 3.00 2.00 X X 0 0 0 Richard James Boyle Treasurer 2.00 5.00 X X 0 0 0 Richard F Haisley Partial Year Board Member 1.00 4.00 X 0 0 0 Gloretta Hankins Hall Board Member 1.00 2.00 X 0 0 0 Gayle Bauer Harrell Board Member 1.00 2.00 X 0 0 0 Robert Chandler Johnson Partial Year Board Member 1.00 2.00 X 0 0 0 Stephen Maxwell Levine MD Board Member 1.00 2.00 X 0 0 0 Richard Leigh Lynch Board Member 1.00 2.00 X 0 0 0 Mark Palazzo Partial Year Board Member 1.00 2.00 X 0 0 0 Scott Alan Roads Board Member 1.00 2.00 X 0 0 0 James Avery Pierson Past Chairman 2.00 5.00 X 0 0 0 Leigh L Bergstrom Corporate Secretary & VP of Compliance and Quality 10.00 40.00 X 128366 0 12601 Susan De Cuba President & CEO 20.00 30.00 X 330835 0 33969 Carol Jean Ruggles Partial Year CFO 20.00 30.00 X 68313 0 7979 Dorothy A Allen VP and Chief Philanthropy Officer 10.00 0 X 175243 0 4883 Pamela Burchell VP of Organizational Effectiveness 25.00 0 X 181961 0 21434 Bernice Burkarth Sr. Director of Palliative Services 25.00 0 X 332780 0 34014 Anson Buttles Physician 50.00 0 X 209337 0 6760 Carl Martello Controller 50.00 0 X 146913 0 12443 1573748 0 134083 9 false true false MCKESSON CORPORATION 5995 WINDWARD PARKWAY ALPHARETTA GA 30005 EMR LICENSES AND MAINTENANCE SERVICES 179872 HOLLAND & KNIGHT LLP 11050 LAKE UNDERHILL ROAD ORLANDO FL 32886 LEGAL SERVICES 135183 2 7000 943540 92750 104766 1148056 HOSPICE AGENCY SUPPORT 900099 13295439 13295439 Crisis Care 900099 1768136 1768136 NET PATIENT SERVICE REVENUE 632000 96968 96968 0 0 0 0 15160543 4723 4723 0 0 0 0 Other Income 900099 100666 100666 0 0 0 0 100666 16413988 15261209 0 4723 533827 389694 144133 5600 5600 10093290 7368102 2725188 262882 191904 70978 1201001 876731 324270 774771 565583 209188 205473 205473 98952 98952 260180 0 260180 0 72894 53213 19681 665161 485568 179593 32243 23537 8706 1536460 1121616 414844 268862 196269 72593 82801 60445 22356 Patient Care 101285 101285 Dues, Subscriptions, Licenses 152041 110990 41051 Miscellaneous 73573 73573 0 0 0 0 16421296 11544937 4876359 0 88908 112170 1404263 381401 6974 6130 45577 55035 116187 86498 0 0 460 3004 281804 329166 0 0 0 0 0 0 1111032 1724563 3055205 2697967 2404188 2041498 30303 35755 0 900000 900000 3334491 2977253 X -279286 -279286 -279286 -279286 3055205 2697967 X -7308 7308 X false true X true false X X 3 HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC 650047497 7 true 0 522196 THE HOSPICE OF MARTIN AND ST LUCIE INC 592171740 9 true 0 6475449 HOSPICE OF THE TREASURE COAST INC 592199023 9 true 0 6297794 3 0 13295439 true false false false false false false false false false false false false false false false Schedule A, Part IV, Section A, Line 8 Loan to disqualified person Health and Palliative Services of the Treasure Coast, Inc. extended a loan to Susan de Cuba, the organization's President and CEO, in July 2013. The loan is based on a five-year repayment schedule at terms that include an interest rate based on the "applicable federal rates" as published by the IRS in accordance with IRC Section 1274(d). The terms of the loan were approved in advance by the organization's governing board of directors. Because the terms of the loan are at fair market value at the time the loan was established, the loan does not constitute a section 4958 excess benefit transaction. Schedule A, Part IV, Section C, Line 1 Majority director detail The board of directors of the following supported organizations - Hospice of the Treasure Coast ("HOTC") and Hospice of Martin and St. Lucie ("HMSL") - are identical to the board of directors of Health and Palliative Services of the Treasure Coast, Inc ("HPSTC"). As a supporting organization, HPSTC is supervised, or controlled in connection with its supported organizations and therefore is designated a Type II supporting organization. HPSTC meets this classification because the board of directors for HOTC and HMSL are identical to the HPSTC board and the management of HPSTC is vested in the same persons that control and manage each of the supported organizations. The corporation is the sole member of each of the supported organizations and thus controls the financial planning for all of the supported organizations, but takes advice from the board of directors of each of the supported organizations concerning the needs of such organizations, as there are members of the governing boards of the supported organizations who also serve as directors on the HPSTC board. Furthermore, the President and CEO and the CFO of HPSTC are also the President and CEO and CFO of the supported organizations. The fact that the management of HPSTC is vested in the same persons that control and manage the supported organizations allows HPSTC and its three supported organizations to function collectively as a health system. HPSTC provides management and administrative support to the supported organizations and palliative care services that further the supported organizations' tax-exempt purpose of providing health care services to the community. The fact that the core leadership team of each of the supported organizations is also HPSTC's core leadership team assures that HPSTC is responsive to the needs and demands of the supported organizations and that HPSTC constitutes an integral part of and maintains a significant involvement in the operations of the supported organizations. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 2256 2256 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE ORGANIZATION IS A MEMBER OF NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION AND FLORIDA HOSPICE & PALLIATIVE CARE ASSOCIATION. A PORTION OF THE DUES PAID TO NHPCO AND FHPCA ARE USED FOR LOBBYING. 4645147 1048935 -166202 29362 5498518 4229337 162052 291610 37852 4645147 1672515 2368792 188030 4229337 937042 558868 176605 1672515 726081 255467 -44506 937042 0.9357 0.0429 0.0214 false true true Deposits 35849 Other Assets 14671 Due from affiliates 1674043 1724563 Due to Affiliates 900000 900000 X Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment funds, held by Hospice Foundation of Martin and St. Lucie, Inc., are intended to be used to support the programs and activities of Health and Palliative Services of the Treasure Coast, Inc. and affiliates. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER 501(C)(3) OF THE US INTERNAL REVENUE CODE AND CORRESPONDING STATE LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. US 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 TO BE 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 SUBJECT TO US 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 FLORIDA 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 SEPTEMBER 30, 2015 AND 2014. X X X X X false false false false false false false true false Susan De Cuba President & CEO 280577 0 50000 0 258 0 10020 0 23949 0 364804 0 0 0 Dorothy A Allen VP and Chief Philanthropy Officer 158671 0 15810 0 762 0 3597 0 1286 0 180126 0 0 0 Pamela Burchell VP of Organizational Effectiveness 164775 0 16790 0 396 0 5564 0 15870 0 203395 0 0 0 Bernice Burkarth Sr. Director of Palliative Services 314330 0 18360 0 90 0 9988 0 24026 0 366794 0 0 0 Anson Buttles Physician 208842 0 0 0 495 0 6265 0 495 0 216097 0 0 0 Carl Martello Controller 134145 0 12500 0 268 0 4439 0 8004 0 159356 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments The organization will utilize incentive pay as a way to meet the strategic goals of the organization. Incentive pay will be available to most executives with consideration for a number of factors and will be based on the fulfillment of individual goals that relate to the company objectives as well as overall company performance. Executives' base salary plus incentive pay will be targeted between the 50th and 75th percentile of competitive market data. In 2015 a nationally recognized external consultant was engaged to conduct a comprehensive comparability survey, and to assure that this philosophy is being met. SUSAN R DE CUBA PRESIDENT AND CEO PERSONAL X 150000 86498 false true true 86498 Form 990, Part III, Line 4b PROGRAM SERVICE DESCRIPTION (CONTINUED FROM PART III) OF THOSE WHO RECEIVE HOSPICE CARE SERVICES, 381 people RECEIVED INDIVIDUAL, GROUP, OR FAMILY COUNSELING. 2) A COMMUNITY INDIVIDUAL WHOSE LOVED ONE DID NOT DIE UNDER HOSPICE CARE; 240 INDIVIDUALS RECEIVED COUNSELING SERVICES FROM TCHCS. 3) YOUTH SERVICES ARE PROVIDED TO CHILDREN AGES 4-18 WHO HAVE EXPERIENCED THE DEATH OF A LOVED ONE. SERVICES ARE PROVIDED IN LOCAL SCHOOLS, TCH OFFICES AND OFFSITE AT EVENTS SUCH AS CAMP GOOD GRIEF; 197 CHILDREN AND TEENS and their parent/guardians WERE SERVED THROUGH OUR YOUTH & Family SERVICES. 4) CRISIS RESPONSE AND education IS PROVIDED THROUGHOUT OUR SERVICE AREA. WE PROVIDE SERVICES WHEN THERE HAS BEEN A TRAGEDY OR A CRISIS IN OUR COMMUNITY. THERE WERE APPROXIMATELY 2310 INDIVIDUALS (ADULTS AND CHILDREN) THAT RECEIVED CRISIS COUNSELING. Form 990, Part III, Line 1 ORGANIZATION'S MISSION (CONTINUED FROM PART III) THE COMPANY ALSO PROVIDES PALLIATIVE CARE, (TO NON-HOSPICE PATIENTS), AND WORKS IN PARTNERSHIP WITH LOCAL HOSPITALS TO ESTABLISH A REGIONAL PALLIATIVE CARE PROGRAM TO SERVE ALL CITIZENS THROUGHOUT THE TREASURE COAST. IN ADDITION, WE PROVIDE INDIVIDUAL AND GROUP GRIEF COUNSELING AND BEREAVEMENT SERVICES FOR BOTH HOSPICE PATIENTS AND THEIR FAMILIES AS WELL AS NON-HOSPICE COMMUNITY RESIDENTS. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Chairman, Vice Chairman, Secretary, Treasurer and Past Chairman serve on the Executive Committee of the Board of Directors. The Executive Committee has the authority to act for the Board of Directors between regular meetings of the Board. The committee makes a full report of all business transacted by the Committee to the Board for its approval. Form 990, Part VI, Line 11b Review of form 990 by governing body The organization retains the expertise of an independent accounting firm to assist in the preparation and review of its IRS form 990. The accounting firm provides an overview of the completed 990 at a joint meeting of the TCH Finance Committee, Executive Committee and Foundation Executive Committee. After detailed review, the committee members make recommendations that the forms be presented for approval at the full Corporate Board meeting. The Form 990 is provided to the full Corporate Board who then votes to approve the submission of the Form 990 prior to filing. Form 990, Part VI, Line 12c Conflict of interest policy Annually each board member is given the conflict of interest policy and the President & CEO explains policy in detail prior to board member signature. All vendors receive and must sign a form disclosing any related parties involved prior to doing business with the organization. Anyone with a conflict of interest is prohibited from voting on matters related to the conflict. Form 990, Part VI, Line 15a Process to establish compensation of top management official In 2015 a nationally recognized external consultant was engaged to conduct a comprehensive comparability study, and to confirm that the CEO compensation was aligned with the philosophy of the organization and market standards. The Compensation of the CEO is determined by the Compensation Committee of the Board, which shall include the Chairman of the Board and other members of the Board as appointed by the Chairman. The Chairman of the Board or his designee shall be the Chairman of the Committee. The Compensation Committee's responsibilities shall include: (a) to establish the compensation of the President & CEO of the corporation (b) review the compensation of the President & CEO of the Corporation at least annually, utilizing comparability data and establish merit increases if any in salary, incentive bonus, etc. (c) provide an annual report of finding to the full Board of Directors. Form 990, Part VI, Line 15b Process to establish compensation of other employees The organization strives to provide base salary that meets the market standard when employees are fully proficient and meeting expectations. As such, base salary for officers and key employees will be targeted at the 50th percentile of the competitive market. In addition the organization will utilize incentive pay as a way to meet the strategic goals of the organization. The base salary plus incentive pay for executives is targeted between the 50th and 75th percentile. In 2015, a nationally recognized external consultant was engaged to conduct a comprehensive comparable salary survey, and to assure that this philosophy is being met. The organization provides standard health, welfare, retirement and other benefits or perquisites that are comparable to those provided by similar organizations. The compensation of the other officers and key employees is determined by the President and CEO using the comparability report and the process and decisions are documented in each employees' file. Form 990, Part VI, Line 19 Required documents available to the public All documents are on site in either the office of the VP of Compliance or the office of the Controller. Upon request, copies are shown, mailed, faxed or emailed to the inquirer. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN CASH SURRENDER VALUE - 7308; TREASURE COAST PALLIATIVE CARE LLC 1201 SE INDIAN STREET STUART FL 34997 263544680 PALLIATIVE CARE FL 513454 582238 HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC TREASURE COAST HOSPICE COUNSELING SERVICES LLC 1201 SE INDIAN STREET STUART FL 34997 271247438 END-OF-LIFE CARE AND BEREAVEMENT SERVICES FL 751063 1328561 HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC THE HOSPICE OF MARTIN AND ST LUCIE INC 1201 SE INDIAN STREET STUART FL 34997 592171740 HOSPICE FL 501(c)(3 9 HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC true HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC 1201 SE INDIAN STREET STUART FL 34997 650047497 SUPPORT AFFILIATES FL 501(c)(3 7 HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC true HOSPICE OF THE TREASURE COAST INC 1201 SE INDIAN STREET STUART FL 34997 592199023 HOSPICE FL 501(c)(3 9 HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC true false false true false false false false false false false true false false false true false true false false HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC Q 522196 FMV HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC K 384000 FMV HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC C 943540 FMV HOSPICE OF MARTIN AND ST LUCIE INC Q 6475449 FMV HOSPICE OF THE TREASURE COAST INC Q 6297794 FMV