2015-08-13T08:35:28-05:00 2014-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2014-01-01 341256377 Hospice of The Western Reserve Inc % JOHN E HARVAN JR HOSP 2163832222 17876 St Clair Avenue Suite Cleveland OH 44110 John Harvan CFO 2163832222 2015-08-12 true Joseph C Sbrocco CPA P00069069 2168311200 2014 2016-02-25 16:41:14Z WILLIAM E FINN 17876 ST CLAIR CLEVELAND OH 44110 106114168 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. 24 24 1075 3000 0 3482337 12268611 82003011 81765193 1944462 1355853 1558219 839898 88988029 96229555 0 0 0 0 54452714 56115953 0 0 1229081 32748881 30981855 87201595 87097808 1786434 9131747 90043989 99074447 31311339 31485688 58732650 67588759 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 72943019 82541484 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 2014, HOSPICE OF WESTERN RESERVE PROVIDED 418,152 PATIENT DAYS. CARE IS PROVIDED BY A TEAM OF PAID AND NON-PAID STAFF 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. 72943019 true true false false false false false false false true true false false false true false false true false false false 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 false false false true 153 0 true 1075 true false false false false false false false false false false X 24 24 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 PEG MILBOURN VICE CHAIR 3.0 0.0 X X 0 0 0 JOSEPH CARSON TREASURER 3.0 0.0 X X 0 0 0 MARGIT DALEY DIRECTOR 1.0 0.0 X 0 0 0 CYNDEE BURKE DIRECTOR 1.0 0.0 X 0 0 0 CAROL G MANNING 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 DAVID MORDARSKI DIRECTOR 1.0 0.0 X 0 0 0 LAURA NAVIN Secretary 3.0 0.0 X X 0 0 0 MARY L OGRINC DIRECTOR 1.0 0.0 X 0 0 0 SARAH ROBERTSON DIRECTOR 1.0 0.0 X 0 0 0 RICHARD T SPOTZ JR 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 Chair 3.0 0.0 X X 0 0 0 Stephen P Kresnye Vice Chair 3.0 0.0 X X 0 0 0 H Clark Harvey Jr Director 1.0 0.0 X 0 0 0 Paula Ames Redman 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 Director 1.0 0.0 X 0 0 0 Amelia V Llerena MD Director 1.0 0.0 X 0 0 0 ALEX JOHNSON DIRECTOR 1.0 0.0 X 0 0 0 VICKY VARLEY DIRECTOR 1.0 0.0 X 0 0 0 MATTHEW WAYNE DIRECTOR 1.0 0.0 X 0 0 0 William Finn ceo 40.0 0.0 X 347815 0 26170 John E Harvan Jr Chief Financial Officer 40.0 0.0 X 203199 0 22197 CHARLES V WELLMAN CHIEF MEDICAL OFFICER 40.0 0.0 X 308095 0 25636 Dann Ganzhorn Medical Director 40.0 0.0 X 228796 0 22782 Jeffrey Spiess Medical Director 40.0 0.0 X 198242 0 22809 John Walters Medical Director 40.0 0.0 X 182500 0 22969 John Lim Medical Director 40.0 0.0 X 175639 0 22318 Julia A Bartel Chief Clinical Officer 40.0 0.0 X 178206 0 21811 Clement Heary director-human resources 40.0 0.0 X 227108 0 20363 Erica Stovsky MEDICAL DIRECTOR 40.0 0.0 X 171950 0 10475 Robert Phillips-Plona director-residential services 40.0 0.0 X 132267 0 9929 Michele Seyranian Business Development Officer 40.0 0.0 X 152498 0 22168 Alison Masters Chief Development Officer 40.0 0.0 X 152823 0 9547 FLORIN SUSOIU MEDICAL DIRECTOR 40.0 0.0 X 141600 0 16903 BETH MCLAUGHLIN MEDICAL DIRECTOR 40.0 0.0 X 137438 0 7533 2938176 0 283610 26 false true false 0 318801 13055 11936755 8802296 12268611 HOSPICE CARE SERVICES 623000 81712118 81712118 GRIEF COUNSELING 624100 53075 53075 81765193 1239735 1239735 0 0 0 0 0 9925677 9807684 1875 117993 -1875 116118 -1875 117993 136786 13055 75054 61732 61732 0 0 RESALE SHOP 900099 299140 299140 MISCELLANEOUS REVENUE 900099 280680 280680 WORKERS COMPENSATION REBATE 900099 198346 198346 778166 96229555 82541484 1419460 0 0 0 0 2439080 1592228 846852 0 40979816 33606993 6742894 629929 509650 425006 76143 8501 8592153 7459915 1035841 96397 3595254 3033990 508128 53136 0 282770 282715 55 0 0 0 0 2417410 935172 1448156 34082 440600 373 421547 18680 2321548 1412017 782322 127209 0 0 1344433 1093520 151561 99352 47503 22435 25068 0 140671 6377 118530 15764 455043 411652 43391 0 1949712 1686632 241957 21123 335488 290702 40063 4723 PATIENT SUPPLIES 957729 957729 MEDICAL SUPPLIES 4731867 4731867 PATIENT SERVICES 1526427 1526427 NURSING FACILITIES 12214813 12214813 1815841 1535171 160540 120130 87097808 72943019 12925708 1229081 5472059 5902378 4775000 3385000 2263596 1538932 8399528 10294237 0 0 0 0 0 0 0 0 1220944 627775 43585566 8716259 35490890 34869307 30861010 41277833 1184210 811967 0 0 357321 344087 19431 22931 90043989 99074447 9100019 9457021 0 0 0 0 20921250 20385000 0 0 0 0 0 0 0 0 1290070 1643667 31311339 31485688 X 55108242 63725178 3159506 3398679 464902 464902 58732650 67588759 90043989 99074447 X 9131747 910 -276548 X false true X true false X 5927849 3336021 3910402 3482337 12146765 28803374 87368989 86180366 90576989 82003011 81765193 427894548 0 0 0 93296838 89516387 94487391 85485348 93911958 456697922 0 0 0 456697922 578480 578773 851175 761137 1333617 4103182 0 578480 578773 851175 761137 1333617 4103182 0 344887 392944 1255884 1515746 778166 4287627 94220205 90488104 96594450 87762231 96023741 465088731 0.98196 0.98402 0.00882 0.00766 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1152291 67780 18335 1201736 961148 191143 1152291 829943 131205 961148 852162 -22219 829943 774691 77471 852162 0.38686 0.61314 false false 8045374 8045374 26743294 5370421 21372871 49235 31518 17717 3727883 1853387 1874496 5019780 1460931 3558849 34869307 0 ANNUITY OBLIGATIONS 193042 DEFERRED COMPENSATION OBLIGATI 567611 INTEREST RATE SWAP 883014 1643667 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. Walk to Remembe 149841 13055 136786 18335 12783 2303 2530 39103 0 149841 13055 136786 18335 12783 2303 2530 39103 75054 61732 X X X false true false false false false false false false CHARLES V WELLMAN CHIEF MEDICAL OFFICER 257267 0 620 0 50208 0 6442 0 19194 0 333731 0 0 0 William Finn ceo 300000 0 46537 0 1278 0 6976 0 19194 0 373985 0 0 0 John E Harvan Jr Chief Financial Officer 202979 0 220 0 0 0 3500 0 18697 0 225396 0 0 0 Dann Ganzhorn Medical Director 223374 0 5422 0 0 0 3627 0 19155 0 251578 0 0 0 Jeffrey Spiess Medical Director 197622 0 620 0 0 0 4112 0 18697 0 221051 0 0 0 John Walters Medical Director 181880 0 620 0 0 0 3814 0 19155 0 205469 0 0 0 John Lim Medical Director 175419 0 220 0 0 0 3581 0 18737 0 197957 0 0 0 Julia A Bartel Chief Clinical Officer 177586 0 620 0 0 0 2656 0 19155 0 200017 0 0 0 Clement Heary director-human resources 140645 0 220 0 86243 0 1169 0 19194 0 247471 0 0 0 Erica Stovsky MEDICAL DIRECTOR 171330 0 620 0 0 0 3520 0 6955 0 182425 0 0 0 Michele Seyranian Business Development Officer 152278 0 220 0 0 0 2974 0 19194 0 174666 0 0 0 Alison Masters Chief Development Officer 152603 0 220 0 0 0 2396 0 7151 0 162370 0 0 0 FLORIN SUSOIU MEDICAL DIRECTOR 141000 0 600 0 0 0 888 0 16015 0 158503 0 0 0 SCHEDULE J, PART I, #4B PARTICIPATE IN, RECEIVE PAYMENT FROM, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN Clement Hearey, Director of Human Resources - $86,243 Charles Wellman, Chief Medical Officer - $50,208 A CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY 341029691 2010-12-30 21565000 RETIRE 1999 BONDS AND CONSTRUCT FA false false false A 1180000 0 21565000 0 120302 0 397023 0 0 17480849 3566826 0 2012 true false true true A false false false false 0 false false false true A false true true false 0 0 A WILLIAM F FINN CEO 21400 ANNUAL ORGANIZATION DUES false JOHN E HARVAN JR CFO 13500 ANNUAL ORGANIZATION DUES false BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS William Finn serves as the chair of the National Hospice Work Group board of directors. This role is voluntary and he receives no compensation. The National Hospice Work Group is a Not for Profit, 501(c)(3) organization. The organization's mission is to stimulate new ideas, share best practices and emerging models, stay informed of key issues and to build a strong network among hospice leaders who aspire to excellence. Hospice of the Western Reserve is a member of the National Hospice Work Group, and paid dues of $21,400 in 2014. John Harvan serves on the Finance Committee of Midwest Care Alliance. Midwest Care Alliance is a non-profit. The organization's mission is to support the advancement of high quality services provided to patients across the health care continuum. HWR is a member of this organization and paid dues of $13,500 in 2014. X 14 8802296 stock quote X 1 55000 expert opinion 1 false true true SCHEDULE M, PART I, #32A The organization contracted with an independent real estate agent to assist with the sale of real estate donated in 2014. 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 sent 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. The Human Resources Committee shall be available to the Chief Executive Officer for review of conflict situations. PAGE 12, PART XI, #9 RECONCILIATION OF NET ASSETS CHANGE IN FAIR VALUE OF INTEREST RATE SWAP - $ 281,978 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - $ (5,430) ------------- $ (276,548) WESTERN RESERVE AT HOME SUPPORT LLC 17876 SAINT CLAIR AVE CLEVELAND OH 44110 464329577 ILLNESS MGT OH 264290 120104 HOSPICE 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 false false false false false false false false false false false false false false false