2014-09-17T14:27:27-05:00 2013-12-31 HW&CO 23240 Chagrin Blvd Suite 700 Cleveland OH 441225450 990 2013-01-01 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 2014-09-12 true Joseph C Sbrocco CPA 2168311200 2013 2015-11-30 17:44:51Z WILLIAM E FINN 17876 ST CLAIR CLEVELAND OH 44110 93576177 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. 21 21 1052 3000 0 3910402 3482337 90576989 82003011 693930 1944462 1323436 1558219 96504757 88988029 0 0 0 0 58348701 54452714 0 0 1257003 36595249 32748881 94943950 87201595 1560807 1786434 87551848 90043989 34316578 31311339 53235270 58732650 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 71545906 83508422 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 2013, HOSPICE OF WESTERN RESERVE PROVIDED 412,614 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. 71545906 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 false false false false true true false false false true 116 0 true 1052 true false false false false false false false false false false X 21 21 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 X X 0 0 0 JOSEPH CARSON TREASURER 3.0 X X 0 0 0 MARGIT DALEY DIRECTOR 1.0 X 0 0 0 CYNDEE BURKE DIRECTOR 1.0 X 0 0 0 CAROL G MANNING Director 1.0 X 0 0 0 JANICE EVA DIRECTOR 1.0 X 0 0 0 VIRGINIA A MOONEY DIRECTOR 1.0 X 0 0 0 DAVID MORDARSKI DIRECTOR 1.0 X 0 0 0 LAURA NAVIN Secretary 3.0 X X 0 0 0 MARY L OGRINC DIRECTOR 1.0 X 0 0 0 SARAH ROBERTSON DIRECTOR 1.0 X 0 0 0 RICHARD T SPOTZ JR DIRECTOR 1.0 X 0 0 0 WILLIAM SPRINGER DIRECTOR 1.0 X 0 0 0 RICHARD A BARONE DIRECTOR 1.0 X 0 0 0 JAMES W ROGERSON Chair 3.0 X X 0 0 0 Stephen P Kresnye Vice Chair 3.0 X X 0 0 0 H Clark Harvey Jr Director 1.0 X 0 0 0 Paula Ames Redman Director 1.0 X 0 0 0 Rev Neroy Carter Director 1.0 X 0 0 0 Alfred F Connors Jr MD Director 1.0 X 0 0 0 Amelia V Llerena MD Director 1.0 X 0 0 0 Elizabeth Pitorak Director 1.0 X 127191 0 12131 CYNTHIA HUNDOFEAN DIRECTOR 1.0 X 0 0 0 MARY ANN KOCURKO DIRECTOR 1.0 X 0 0 0 JAN MURPHY DIRECTOR 1.0 X 0 0 0 HILARY MASON KING DIRECTOR 1.0 X 0 0 0 William Finn ceo 40.0 X 374440 0 22760 John E Harvan Jr Chief Financial Officer 40.0 X 246339 0 24048 CHARLES V WELLMAN CHIEF MEDICAL OFFICER 40.0 X 261648 0 27125 Dann Ganzhorn Medical Director 40.0 X 214483 0 23713 Jeffrey Spiess Medical Director 40.0 X 187506 0 24431 John Walters Medical Director 40.0 X 181493 0 24907 John Lim Medical Director 40.0 X 168201 0 23838 Julia A Bartel Chief Clinical Officer 40.0 X 159481 0 11972 Shareefah T Sabur chief quality & educational 40.0 X 243696 0 22918 Clement Heary director-human resources 40.0 X 194860 0 21735 Erica Stovsky MEDICAL DIRECTOR 40.0 X 163000 0 9133 Patricia A Kilfoyle director-home care 40.0 X 116141 0 22665 Janice M Scheufler PHARMacist 40.0 X 125818 0 4489 Robert Phillips-Plona director-residential services 40.0 X 128300 0 11257 Michele Seyranian Business Development Officer 40.0 X 140388 0 20410 Alison Masters Chief Development Officer 40.0 X 148408 0 12133 3181393 0 319665 22 false true false DR CARLA BASTER 29 MINNEWAWA TIMBERLAKE OH 44094 CONTRACTOR-PHYSICIAN 136201 1 381027 3101310 1800 3482337 HOSPICE CARE SERVICES 623000 81968901 81968901 GRIEF COUNSELING 624100 34110 34110 82003011 761137 761137 0 0 0 0 0 5692995 4499335 10335 1193660 -10335 1183325 -10335 1193660 120951 78478 42473 0 0 RESALE SHOP 900099 291310 291310 MISCELLANEOUS REVENUE 900099 467177 467177 WORKERS COMPENSATION REBATE 900099 757259 757259 1515746 88988029 83508422 1954797 0 0 0 0 2631725 2631725 0 39148018 31981196 6521598 645224 319883 265011 49932 4940 8406625 6955505 1320895 130225 3946463 3269494 616022 60947 0 334391 334391 0 0 0 0 1955826 1161645 741285 52896 383783 135947 233791 14045 2266176 1256885 931156 78135 0 0 1395086 1097278 251477 46331 44585 36937 6959 689 0 137386 59981 72732 4673 473357 372310 85327 15720 0 1897922 1653631 225615 18676 332186 261274 59880 11032 PATIENT SUPPLIES 887490 881913 2299 3278 MEDICAL SUPPLIES 4182954 4156669 10834 15451 PATIENT SERVICES 1912233 1900217 4953 7063 NURSING FACILITIES 14750071 14657385 38204 54482 1795435 1442628 259611 93196 87201595 71545906 14398686 1257003 4478649 5472059 5555000 4775000 2743700 2263596 9459091 8399528 0 0 0 0 0 0 0 0 628948 1220944 42938781 7447891 36455354 35490890 26278248 30861010 1562122 1184210 0 0 370555 357321 20181 19431 87551848 90043989 10504785 9100019 0 0 0 0 21440000 20921250 0 0 0 0 0 0 0 0 2371793 1290070 34316578 31311339 X 49168920 55108242 3601448 3159506 464902 464902 53235270 58732650 87551848 90043989 X 1786434 2857782 853164 X false true X true false X false false false 8526768 5927849 3336021 3910402 3482337 25183377 82077261 87368989 86180366 90576989 82003011 428206616 0 0 0 90604029 93296838 89516387 94487391 85485348 453389993 0 0 0 453389993 760658 578480 578773 851175 761137 3530223 0 760658 578480 578773 851175 761137 3530223 0 357582 344887 392944 1231851 1505411 3832675 91722269 94220205 90488104 96570417 87751896 460752891 0.98402 0.98636 0.00766 0.00783 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 961148 191143 1152291 829943 131205 961148 852162 -22219 829943 774691 77471 852162 790588 -15897 774691 0.40346 0.59654 false false 8045374 8045374 26553664 4481779 22071885 52518 24890 27628 3354561 1711009 1643552 4932664 1230213 3702451 35490890 0 ANNUITY OBLIGATIONS 73015 DEFERRED COMPENSATION OBLIGATI 616019 INTEREST RATE SWAP 601036 1290070 SCHEDULE D, PART V, #4 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 102113 102113 1290 7956 14978 250 21952 Kite Event 10105 10105 15146 1 8733 8733 15240 1666 120951 120951 1290 7956 14978 15490 38764 78478 42473 X X X false true false false false false false false false CHARLES V WELLMAN CHIEF MEDICAL OFFICER 261248 0 400 0 0 0 8493 0 18632 0 288773 0 0 0 William Finn ceo 290773 0 83667 0 0 0 4128 0 18632 0 397200 0 0 0 John E Harvan Jr Chief Financial Officer 198656 0 0 0 47683 0 5907 0 18141 0 270387 0 0 0 Dann Ganzhorn Medical Director 214483 0 0 0 0 0 5081 0 18632 0 238196 0 0 0 Jeffrey Spiess Medical Director 187106 0 400 0 0 0 6290 0 18141 0 211937 0 0 0 John Walters Medical Director 179290 0 2203 0 0 0 6275 0 18632 0 206400 0 0 0 John Lim Medical Director 167001 0 1200 0 0 0 5697 0 18141 0 192039 0 0 0 Julia A Bartel Chief Clinical Officer 159081 0 400 0 0 0 4434 0 7538 0 171453 0 0 0 Shareefah T Sabur chief quality & educational 181668 0 400 0 61628 0 4286 0 18632 0 266614 0 0 0 Clement Heary director-human resources 132531 0 0 0 62329 0 3103 0 18632 0 216595 0 0 0 Erica Stovsky MEDICAL DIRECTOR 163000 0 0 0 0 0 2385 0 6748 0 172133 0 0 0 Michele Seyranian Business Development Officer 140388 0 0 0 0 0 1778 0 18632 0 160798 0 0 0 Alison Masters Chief Development Officer 148408 0 0 0 0 0 5174 0 6959 0 160541 0 0 0 SCHEDULE J, PART I, #4B Shareefah T. Sabur, Chief Quality & Education Officer - $61,628 Elizabeth Pitorak, Director of Hospice Institute - $105,451 Clement Hearey, Director of Human Resources - $62,329 John E. Harven, Jr., Chief Financial Officer - $47,683 A CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY 341029691 2010-12-30 21565000 RETIRE 1999 BONDS AND CONSTRUCT FA false false false A 643750 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 28900 ANNUAL ORGANIZATION DUES false SCHEDULE L, PART IV 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 $28,900 in 2013. PAGE 6, PART VI, SECTION C, #19 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 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 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 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, #5 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP - $ 859,586 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - $ (6,422) ------------- $ 853,164 WESTERN RESERVE AT HOME SUPPORT LLC 17876 SAINT CLAIR AVE CLEVELAND OH 44110 464329577 ILLNESS MGT OH 0 0 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 false