2015-11-12T19:00:18-06:00 2014-12-31 350921680 CROWE HORWATH LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2014-01-01 203974015 TRUSTBRIDGE INC TRUS 5618485200 5300 East Avenue West Palm Beach FL 33407 PEDRO HERRERA VICE PRESIDENT OF FINANCE 2015-11-12 true Nicole Bencik P00756195 3128997000 2014 2016-04-25 22:37:26Z DAVID C FIELDING 5300 East Avenue West Palm Beach FL 33407 43439570 false X www.TRUSTBRIDGE.COM X 2005 FL The organization is operated exclusively for the purpose of providing management and other support services to the hospice of palm beach county, and other related tax exempt organizations. 10 10 353 10 0 0 114287 5544866 7350582 37794825 11608 20843 993 57990 7477470 43418524 0 0 0 0 4491541 25708685 0 0 0 3164931 19805855 7656472 45514540 -179002 -2096016 164437069 167544199 7248898 19875678 157188171 147668521 TRUSTBRIDGE, INC. IS ORGANIZED & OPERATED EXCLUSIVELY FOR THE PURPOSE OF PROVIDING MANAGEMENT, ADMINISTRATIVE, & OTHER SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS: HOSPICE OF PALM BEACH COUNTY, INC. AND AFFILIATES. false false 45514540 0 37852815 TRUSTBRIDGE, INC. PROVIDES MANAGEMENT, ADMINISTRATIVE, AND OTHER SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS: HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE OF PALM BEACH COUNTY FOUNDATION, INC., HOSPICE BY THE SEA, INC., HOSPICE BY THE SEA FOUNDATION, INC., THE MEDICAL STORE OF PALM BEACH COUNTY, INC., FOCUS CARE HOME HEALTH, INC., AND HARBOR PALLIATIVE CARE SERVICES, INC. 45514540 true true false false false false false false true true false true true true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 85 0 true 353 true false false false false false false false false false false X 10 10 false false true false false false false true true false false true true true true true true true true false FL X PEDRO HERRERA 5618485200 5300 EAST AVENUE West Palm Beach FL 33407 john MARINO CHAIRMAN 1.00 6.00 X X 0 0 0 MARIAN PEARLMAN NEASE VICE CHAIRMAN 1.00 6.00 X X 0 0 0 RANDY LEVITT TREASURER 1.00 6.00 X X 0 0 0 SUSAN DAUB SECRETARY 1.00 6.00 X X 0 0 0 MICHAEL J ARTS DIRECTOR 1.00 5.00 X 0 0 0 STEPHEN HASKINS DIRECTOR 1.00 6.00 X 0 0 0 randy b nobles DIRECTOR 1.00 6.00 X 0 0 0 thomas TRACY DIRECTOR 1.00 6.00 X 0 0 0 BARBARA B LITTEN DIRECTOR 1.00 6.00 X 0 0 0 john V zells DIRECTOR 1.00 6.00 X 0 0 0 DAVID C FIELDING CEO 19.00 36.00 X 390702 0 25466 RANDY S PRANGE EXECUTIVE VICE PRESIDENT & COO 19.00 36.00 X 312997 0 17006 FAUSTINO GONZALEZ CHIEF MEDICAL OFFICER 19.00 25.00 X 405449 0 31725 FRED WATSON VICE PRESIDENT, CHRO 19.00 35.00 X 205952 0 24411 RICHARD F CALCOTE VICE PRESIDENT, CFO 19.00 41.00 X 207118 0 31389 AMY CANNIZZO-BRENNAN VP Quality & Education 19.00 25.00 X 153259 0 19438 PAULA ALDERSON President (partial year) 19.00 36.00 X 161232 201541 18259 Richard Levine Director Medical EducATION 10.00 40.00 X 403178 0 33913 karen Kennedy MEDICAL DIRECTOR 10.00 40.00 X 348704 0 26004 BARRY MISKIN ASSOCIATE MEDICAL DIRECTOR 10.00 40.00 X 322158 0 21189 RICHARD TEITZMAN ASSOCIATE MEDICAL DIRECTOR 10.00 40.00 X 308055 0 19840 JULIE FORMOSO ONOFRIO ASSOCIATE MEDICAL DIRECTOR 10.00 40.00 X 244343 0 14222 3463147 201541 282862 43 false true false HOMECARE HOMEBASE INC 6688 NORTH CENTRAL EXPRESSWAY DALLAS TX 75206 IT CONSULTING 1583052 QUALITY TRANSPORTATION 18 PARK PLACE DEPT 09 PARAMUS NJ 07652 COURIER SERVICES 531847 API Healthcare Corporation 1550 Innovation Way Hartford WI 53027 SOFTWARE 501031 Aramark inc 3901 RAVENSWOOD RD NO 101 DANIE BEACH FL 33312 CAFETERIA FOOD SERVICE 377005 Trillium Construction Inc 1450-B Kinetic Road LAKE PARK FL 33403 CONSTRUCTION 368073 22 5544866 5544866 General Charges to Affiliates 900099 27102990 27102990 Affiliates use of DME 900099 3052037 3052037 Physician Charges to Affiliate 900099 7639798 7639798 0 0 0 0 37794825 0 0 41889 21046 0 20843 20843 20843 Other Income 900099 57990 57990 0 0 0 0 57990 43418524 37852815 0 20843 0 0 2004403 2004403 19647045 19647045 524844 524844 2162878 2162878 1369515 1369515 527536 527536 194900 194900 0 0 2199409 2199409 0 0 1007616 1007616 917914 917914 2536186 2536186 2185391 2185391 427782 427782 986031 986031 34813 34813 3606576 3606576 697954 697954 EQUIPMENT COSTS 1498632 1498632 VEHICLE EXPENSE 319905 319905 DEVELOPMENT COSTS 2476988 2476988 RECRUITING COSTS 188222 188222 0 0 0 0 45514540 45514540 0 0 94471 943276 3847 0 0 279497 553647 324649 376685 4995046 1968257 1001742 3026789 0 154984527 147560893 19104 0 7733079 15079062 164437069 167544199 3820934 9279395 0 1000000 6511867 2427964 4084416 7248898 19875678 X 157188171 147668521 157188171 147668521 164437069 167544199 X -2096016 -7423634 X false true X true false X X X 7 HOSPICE OF PALM BEACH COUNTY FOUNDATION INC 203974070 7 true 0 188831 THE MEDICAL STORE OF PALM BEACH COUNTY INC 202835810 9 false 0 0 HOSPICE OF PALM BEACH COUNTY INC 591825937 9 true 0 20686767 FOCUS CARE HOME HEALTH INC 263595560 9 true 0 0 HARBOR PALLIATIVE CARE SERVICES INC 800674849 9 true 0 565482 HOSPICE BY THE SEA INC 591952942 9 true 0 5768764 HOSPICE BY THE SEA FOUNDATION INC 263273238 7 false 0 0 7 0 false false false false true true false false false false false false false false false false false Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name The following organizations are listed in Trustbridge's bylaws as supported organizations - Hospice of Palm Beach County, Inc., Hospice by the Sea, Inc., Hospice of Palm Beach County Foundation, Inc., Harbor Palliative Care Services, Inc., FocusCare Home Health, Inc. The Medical Store of Palm Beach County, Inc. and Hospice by the Sea Foundation, Inc. are designated by class or purpose as supported organizations due to the following provision in the organization's bylaws: "the corporation may be operated for the benefit of any new or additional organizations described Section 509(a)(1) or 509(a)(2) of the Code, which are closely related in purpose or function to the Supported Entities, each of which shall also be a Supported Entity, as shall be determined by the board of directors of the Corporation." Schedule A, Part IV, Section C, Line 1 Majority director detail The board of directors for each of the following entities - Hospice of Palm Beach County, Inc., Hospice by the Sea, Inc., Hospice by the Sea Foundation, Inc., The Medical Store of Palm Beach County, Inc., FocusCare Home Health, Inc., Harbor Palliative Care Services, Inc. - are identical to the board of directors of Trustbridge, Inc. The individuals who serve in key roles of the previously listed supported organizations are officers of Trustbridge. The key officers of Hospice of Palm Beach County Foundation are appointed by individuals who manage and control the supported organizations. Thus, the management of Trustbridge is vested in the same persons that control and manage each of the supported organizations. This significant management overlap ensures that Trustbridge is responsive to the needs and requirements of each of the supported organizations. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2847208 217978 116443 3181629 2736057 111151 2847208 2510418 225639 2736057 2254125 256293 2510418 2195755 58370 2254125 0.914 0.086 false true true 344418 328956 15462 4359319 1639301 2720018 291309 0 291309 3026789 INVESTMENT IN AFFILIATES 147560893 147560893 deferred compensation plan assets 1661450 Due from affiliates 13417612 15079062 Due to affiliate 4084416 4084416 Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment funds, which are held partly by Hospice of Palm Beach County Foundation, Inc. and partly by Hospice by the Sea, Inc. , are intended to be used to support the programs and activities of Hospice of Palm Beach County, Inc., Hospice by the Sea and all related organizations. X X X X false true false false false false false false false DAVID C FIELDING CEO 377233 0 100 0 13369 0 11703 0 13763 0 416168 0 0 0 RANDY S PRANGE EXECUTIVE VICE PRESIDENT & COO 304463 0 5698 0 2836 0 12601 0 4405 0 330003 0 0 0 FAUSTINO GONZALEZ CHIEF MEDICAL OFFICER 382736 0 100 0 22613 0 16194 0 15531 0 437174 0 0 0 FRED WATSON VICE PRESIDENT, CHRO 183239 0 100 0 22613 0 10649 0 13762 0 230363 0 0 0 RICHARD F CALCOTE VICE PRESIDENT, CFO 193074 0 100 0 13944 0 10792 0 20597 0 238507 0 0 0 AMY CANNIZZO-BRENNAN VP Quality & Education 151317 0 100 0 1842 0 9087 0 10351 0 172697 0 0 0 PAULA ALDERSON President (partial year) 142688 119058 100 60000 18444 22483 5790 8009 4460 0 171482 209550 0 0 Richard Levine Director Medical EducATION 340215 0 100 0 62863 0 13316 0 20597 0 437091 0 0 0 karen Kennedy MEDICAL DIRECTOR 334427 0 1100 0 13177 0 12778 0 13226 0 374708 0 0 0 BARRY MISKIN ASSOCIATE MEDICAL DIRECTOR 314556 0 100 0 7502 0 12534 0 8655 0 343347 0 0 0 RICHARD TEITZMAN ASSOCIATE MEDICAL DIRECTOR 297776 0 100 0 10179 0 11163 0 8677 0 327895 0 0 0 JULIE FORMOSO ONOFRIO ASSOCIATE MEDICAL DIRECTOR 227666 0 5100 0 11577 0 7463 0 6759 0 258565 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The following contributions were made during 2014 to a Section 457(f) plan: Alderson, Paula J. - $4,375 Calcote, Richard F. - $4,375 Cannizzo-Brennan, Amy L.- $4,375 Fielding, David C.- $4,375 Gonzalez, Faustino- $4,375 Kennedy, Karen T.- $4,375 Levene, Richard S.- $4,375 Miskin, Barry M.- $4,375 Prange, Randy S.- $4,375 Teitzman, Richard L.- $4,375 Watson, Fred T.- $4,375 Form 990, Part VI, Line 4 Significant changes to organizational documents Another Not-For-Profit Organization in hospice care, Hospice by the Sea, Inc. and its affiliates, joined TrustBridge, Inc. and its affiliates in 2014. Pursuant to this combination, Hospice by the sea, Inc.'s board of directors and TrustBridge, Inc.'s board of directors adopted a new governance committee charter in February 2014 that welcomed ten members as primary directors under its newly structured board with 5 members from TrustBridge, Inc.'s previous board of directors and 5 members from Hospice by the Sea, Inc.'s previous board of directors. IN FEBRUARY OF 2014, THE BYLAWS WERE AMENDED TO REFLECT THE FOLLOWING CHANGES: -THE NUMBER, COMPOSITION, QUALIFICATION, AUTHORITY AND DUTIES OF THE GOVERNING BODY'S VOTING MEMBERS; -THE NUMBER, COMPOSITION, QUALIFICATION, AUTHORITY AND DUTIES OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES; -THE QUORUM, VOTING RIGHTS, OR VOTING APPROVAL REQUIREMENTS OF THE GOVERNING BODY MEMBERS Form 990, Part VI, Line 11b Review of form 990 by governing body The form 990 is prepared and initially reviewed by the CFO and the tax accounting firm. When a final draft is ready, it is sent to the Audit Committee of the Board of Directors for final review and approval. The Audit Committee then presents the 990 to the full Board of Directors for approval, after which the 990 is filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION SENDS OUT THE CONFLICT OF INTEREST QUESTIONNAIRES TO BOARD MEMBERS AND OFFICERS ANNUALLY. THE RESPONSES TO THE QUESTIONNAIRES ARE MONITORED AND COLLECTED BY THE CFO. SHOULD A CONFLICT EXIST THE PERSON WITH THE CONFLICT WILL ABSTAIN FROM VOTING ON THE ISSUE IN QUESTION Form 990, Part VI, Line 15a Process to establish compensation of top management official The Compensation Committee of the Board of Directors uses a comparative salary survey and an independent compensation consultant for the President & CEO. The compensation committee's recommended compensation is approved by the board of directors. This review last took place in May 2014 and is documented in the board and committee minutes. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE ORGANIZATION'S COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES. THE COMMITTEE USES COMPARABILITY DATA AND AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE COMPENSATION AND THEN THE COMMITTEE'S RECOMMENDATION IS APPROVED BY THE BOARD OF DIRECTORS. THIS REVIEW LAST TOOK PLACE IN May 2014, AND IS DOCUMENTED IN THE BOARD AND COMMITTEE MINUTES. Form 990, Part VI, Line 19 Required documents available to the public FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. Form 990, Part VII, Section A ADDITIONAL INFORMATION REGARDING COMPENSATION David Fielding Mr. Fielding serves as CEO for TrustBridge, Inc., Hospice of Palm Beach County, hospice by the sea, inc., Focus Care Home Health, Inc., Harbor Palliative Care Services, Inc. and The Medical Store, Inc. His time is shared by all entities. Other Compensation is for his employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Dr. Faustino Gonzalez, M.D. Dr. Gonzalez serves as a Chief Medical Officer for TrustBridge, Inc., Hospice of Palm Beach County and Hospice by The Sea, Inc. His time is shared equally by all entities. A portion of his Compensation is from his Physician Fees for Service. Other Compensation is for his employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Fred Watson Mr. Watson serves as CHRO for TrustBridge, Inc, Hospice of Palm Beach County, HOSPICE BY THE SEA, INC., Focus Care Home Health, Inc. AND Harbor Palliative Care Services, Inc. His time is shared equally by all entities. Other Compensation is for his employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Randy Prange Mr. Prange serves as COO for TrustBridge, Inc, Hospice of Palm Beach County, Hospice BY THE SEA, INC., Focus Care Home Health, Inc., Harbor Palliative Care Services, Inc. and The Medical Store, Inc. His time is shared equally by all entities. Other Compensation is for his employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Richard Calcote Mr. Calcote serves as the CFO for TrustBridge, Inc, Hospice of Palm Beach County Foundation, Inc., Hospice of Palm Beach County, Hospice BY THE SEA, INC., HOSPICE BY THE SEA FOUNDATION, INC., Focus Care Home Health, Inc., Harbor Palliative Care Services, Inc. and The Medical Store. His time is shared equally by all entities. Other Compensation is for his employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Amy CANNIZZO-Brennan MRs. Cannizzo-Brennan serves as the VP Quality & Education for TrustBridge, Inc., Hospice of Palm Beach County AND HOSPICE BY THE SEA, INC. Her time is shared equally by all entities. Other Compensation is for her employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Dr. Barry Miskin, M.D. Dr. Miskin provides medical services to TrustBridge, Inc. AND Hospice of Palm Beach County. His time is provided equally to all entities. A portion of his Compensation is from Physician Fees for Service. Other Compensation is for his employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Dr. Karen Kennedy, D.O. Dr. Kennedy provides medical services to TrustBridge, Inc. AND Hospice of Palm Beach County. Her time is shared equally by all entities. A portion of her fees were from Physician Fees for Service. Other Compensation is for her employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. PAULA ALDERSON. Mrs. Alderson serves as a president for TrustBridge, Inc., Hospice of Palm Beach County, Hospice by the Sea, inc., hospice by the sea foundation, inc., Focus Care Home Health, Inc., and Harbor Palliative Care Services, Inc. Her time is shared equally by all entities. Other Compensation is for her employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Dr. Richard Levine, D.O. Dr. Levine is the Director of Medical Education for TrustBridge, Inc., and Hospice of Palm Beach County. His time is shared equally by all entities. A portion of his Compensation is derived from his Physician Fees for Service. Other Compensation is for his employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Dr. Richard Teitzman, D.O. Dr. Teitzman provides medical services to TrustBridge, Inc. and Hospice of Palm Beach County. A portion of his Compensation is derived from his Physician Fees for Service. Other Compensation is for his employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. JULIE FORMOSO ONOFRIO, D.O. DR. FORMOSO ONOFRIO PROVIDES MEDICAL SERVICES TO TRUSTBRIDGE, INC. AND HOSPICE OF PALM BEACH COUNTY. A PORTION OF HER COMPENSATION IS FROM PHYSICIAN FEES FOR SERVICE. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN NET ASSETS OF AFFILIATES - -7423634; THE MEDICAL STORE OF PALM BEACH COUNTY INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 202835810 SUPPLIER FL 501(c)(3 9 TRUSTBRIDGE INC true HOSPICE OF PALM BEACH COUNTY FOUNDATION INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974070 FUNDRAISING FL 501(c)(3 7 TRUSTBRIDGE INC true HOSPICE OF PALM BEACH COUNTY INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 591825937 HOSPICE CARE FL 501(c)(3 9 TRUSTBRIDGE INC true FOCUS CARE HOME HEALTH INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 263595560 HOME HEALTH SERVICES FL 501(c)(3 9 TRUSTBRIDGE INC true HARBOR PALLIATIVE CARE SERVICES INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 800674849 PALLIATIVE SERVICES FL 501(c)(3 9 TRUSTBRIDGE INC true Hospice by the Sea inc 5300 East Avenue West Palm Beach FL 33407 591952942 Hospice Care FL 501(c)(3 9 TrustBridge Inc true Hospice by the Sea Foundation Inc 5300 East Avenue West Palm Beach FL 33407 263273238 To Support Hospice by the Sea, Inc. FUNDRAISING FL 501(c)(3 7 TrustBridge Inc true false false true false false false false false false true false true false true false false true true true HOSPICE OF PALM BEACH COUNTY FOUNDATION INC C 5544866 FMV HOSPICE OF PALM BEACH COUNTY INC L 20686767 FMV HOSPICE BY THE SEA INC L 5768764 FMV HARBOR PALLIATIVE CARE SERVICES INC L 565485 FMV HOSPICE OF PALM BEACH COUNTY INC Q 2865770 FMV HOSPICE BY THE SEA INC Q 217559 FMV HOSPICE OF PALM BEACH COUNTY INC J 2430018 FMV HOSPICE BY THE SEA INC J 1840402 FMV HOSPICE OF PALM BEACH COUNTY FOUNDATION INC L 188831 FMV