2013-02-06T16:00:26-06:00 2012-09-30 CROWE HORWATH LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 33301 990 2011-10-01 650047497 HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC HOSP 7724034500 1201 SE Indian Street Stuart FL 34997 LOUIS BENSON 2013-02-06 false NICOLE BENCIK P00756195 9542028600 2011 2016-03-07 17:11:31Z LOUIS BENSON 1201 SE Indian Street Stuart FL 34997 2483248 false X WWW.TCHOSPICE.ORG X 1987 FL TO SUPPORT PROGRAMS, SERVICES, ACTIVITIES, INTERESTS AND ORGANIZATIONS OF THE HOSPICE OF MARTIN AND ST. LUCIE, INC., HOSPICE OF THE TREASURE COAST, INC. AND HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC. (EACH A NON-PROFIT CORPORATION) WHICH IS ORGANIZED AND OPERATED TO PROVIDE COMPREHENSIVE HOSPICE CARE SERVICES. 15 15 4 15 0 0 2505465 1389186 0 554339 101107 46019 713092 291465 3319664 2281009 1223354 1217343 0 0 0 0 0 0 398491 2237817 2486822 3461171 3704165 -141507 -1423156 16861875 19913806 251876 356721 16609999 19557085 TO SUPPORT PROGRAMS, SERVICES, ACTIVITIES, INTERESTS AND ORGANIZATIONS OF THE HOSPICE OF MARTIN AND ST. LUCIE, INC., HOSPICE OF THE TREASURE COAST, INC. AND HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC. (EACH A NON-PROFIT CORPORATION) WHICH IS ORGANIZED AND OPERATED TO PROVIDE COMPREHENSIVE HOSPICE CARE SERVICES. false false 3293071 1217343 565529 THE SOLE PURPOSE OF HOSPICE FOUNDATION OF MARTIN & ST. LUCIE COUNTIES (HFMSL) IS TO PROVIDE SUPPORT FOR THE PROGRAMS, SERVICES, ACTIVITIES AND INTERESTS OF THEIR RELATED ORGANIZATIONS. IT SUPPORTS THE MISSION TO HELP PROVIDE COMPASSIONATE, COMPREHENSIVE, HIGH-QUALITY CARE TO OUR PATIENTS AND THOSE WHO SHARE THEIR LIVES WHO ARE IN HOSPICE. IT HELPS FUND PROGRAMS THAT ARE NOT REIMBURSED BY OTHER SOURCES, SUCH AS OUR PALLIATIVE CARE PROGRAMS, CHARITY CARE, BEREAVEMENT PROGRAM AND OTHER UNREIMBURSABLE HOSPICE SERVICES. HFMSL OWNS AND MANAGES ALL REAL ESTATE AND FIXED ASSETS OF THE RELATED ORGANIZATIONS IN ORDER FOR THEM TO CARRY OUT OUR HOSPICE MISSION. HFMSL'S SOLE SOURCE OF FUNDING IS DERIVED FROM CONTRIBUTIONS OF CASH, PROPERTY AND SERVICES BY INDIVIDUALS AND BUSINESSES THROUGHOUT THE COMMUNITY. 3293071 true true false false false false false false true true false false false true true false true false false false false false false true true false true true true false false false false false false false false false false false false false true false false false false true 15 0 true 4 true false false false false false true true false false false false X 15 15 false false false false true true true true true false false true true true true true true true false false FL X Carl Martello 7724034500 1201 SE Indian Street Stuart FL 34997 X BONNEY JOHNSON 3.00 X X 0 0 0 MICHAEL BROWN 3.00 X X 0 0 0 WILLIAM MOORE 4.00 X X 0 0 0 GYTHA VON ALDENBRUCK 2.00 X 0 0 0 JODY BRASKAMP 2.00 X 0 0 0 JOHN DOODY 2.00 X 0 0 0 JOHN WITSELL 2.00 X 0 0 0 LINDA LAVELLE 1.00 X 0 0 0 RICHARD HAISLEY 2.00 X 0 0 0 ROBERT KRAMER 2.00 X 0 0 0 ROY E MAYES 1.00 X 0 0 0 SCOTT HOFFMAN 2.00 X 0 0 0 SYDNEY LIEBMAN 2.00 X 0 0 0 WILLIAM CLIFFORD 2.00 X 0 0 0 WILLIAM LICHTENBERGER 2.00 X 0 0 0 LOUIS BENSON 10.00 X 0 288415 24791 0 288415 24791 0 false true false MCKESSON CORPORATION PO BOX 98347 CHICAGO IL 606938347 CONSULTING AND SOFTWARE 355574 1 5286 72108 1311792 21261 1389186 RENTAL INCOME TO AFFILIATES 531120 554339 554339 0 0 0 0 554339 67551 67551 0 0 0 0 0 19133 60241 15289 85617 3844 -25376 -21532 -21532 348857 72108 101333 247524 247524 32751 0 32751 32751 0 OTHER INCOME 900099 11190 11190 0 0 0 0 11190 2281009 565529 0 326294 1206122 1206122 11221 11221 0 0 0 0 0 0 0 0 0 0 569 569 0 0 7724 7724 61462 61462 476875 476875 129640 129640 19172 19172 0 135663 135663 0 0 21891 21891 4310 4310 0 1084809 1084809 0 ALLOCATION OF OVERHEAD COSTS FROM PARENT 398491 398491 THERAPEUTIC SERVICES 51217 51217 PEDIATRIC PROGRAM 83535 83535 DUES AND SUBSCRIPTIONS 7611 7611 3853 3853 0 0 3704165 3293071 12603 398491 0 76694 1930408 1366639 863429 737281 13008 2558 17982822 6068255 12504291 11914567 798161 5556920 0 0 0 0 675884 335841 16861875 19913806 83927 66731 9913 19259 158036 270731 251876 356721 X 14814564 18140542 1266326 861690 529109 554853 16609999 19557085 16861875 19913806 X -1423156 4370242 X false true true X false X 2798457 1546756 1366578 2505465 1389186 9606442 0 0 2798457 1546756 1366578 2505465 1389186 9606442 967618 8638824 704318 633172 604386 501861 67551 2511288 0 285215 298998 456707 352504 392798 1786222 13903952 0.62130 0.65360 X OTHER INCOME, SCHEDULE A, PART II, LINE 10, DESCRIPTION - OTHER INCOME, COLUMN A - 285215, COLUMN B - 298998, COLUMN C - 456707, COLUMN D - 352504, COLUMN E - 392798, COLUMN F - 1852029;, RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 937042 558868 176605 1672515 726081 255467 -44506 937042 295882 413617 19932 0 3350 0 726081 295882 0 0 0 295882 0.63500 0.36500 0.00000 true false 518335 518335 12304012 2723275 9580737 95478 41753 53725 5064997 3303227 1761770 0 11914567 0 CAPITAL LEASE OBLIGATIONS 185509 DUE TO AFFILIATES 85222 270731 2282423 3705579 -1423156 311685 58557 370242 -1052914 1647693 311685 75855 158476 546016 1101677 1180746 1180746 2282423 2700607 75855 99919 175774 2524833 1180746 1180746 3705579 Intended uses of endowment funds Schedule D, Part V, Line 4 THE ENDOWMENT FUNDS ARE INTENDED TO BE USED TO SUPPORT THE PROGRAMS AND ACTIVITIES OF THE HOSPICE OF THE TREASURE COAST, INC. AND ALL RELATED ORGANIZATIONS. FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 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 AND 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 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 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 STATE OF FLORIDA IN THE LAST THREE YEARS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND/OR PENALITIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT SEPTEMBER 30, 2012 AND 2011. BUTTERFLY LUNCHEON 118866 23341 95525 12542 5036 A NIGHT IN TUSCANY 96855 13680 83175 11951 7786 6 205244 35087 170157 26248 3731 34039 420965 72108 348857 0 0 0 50741 3731 46861 101333 247524 32751 true 1 32751 0 0 0 0 0 32751 FL false A GAMING LICENSE IS NOT REQUIRED IN FLORIDA. false false false 0 1 CARL MARTELLO 1201 SE INDIAN STREET STUART FL 34997 false JENNIFER FERRARI 0 JENNIFER VOLUNTEERS HER TIME AND IS NOT COMPENSATED FOR GAMING ACTIVITIES. true HOSPICE OF THE TREASURE COAST INC 1201 SE INDIAN STREET STUART FL 34997 592199023 501(C)(3) 368167 0 N/A N/A PROGRAM SUPPORT HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC 1201 SE INDIAN STREET STUART FL 34997 201683870 501(C)(3) 442311 0 N/A N/A PROGRAM SUPPORT THE HOSPICE OF MARTIN AND ST LUCIE INC 1201 SE INDIAN STREET STUART FL 34997 592171740 501(C)(3) 395644 0 N/A N/A PROGRAM SUPPORT 3 0 PATIENT ASSISTANCE 67 11221 0 N/A N/A Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 CONTRIBUTIONS ARE MADE TO THE RELATED TAX-EXEMPT ORGANIZATIONS. THEY ARE UNRESTRICTED AND CAN BE USED IN ANY WAY THE ORGANIZATION SEES FIT TO FURTHER ITS TAX EXEMPT PURPOSE. THE ORGANIZATION PROVIDES PATIENT ASSISTANCE TO PATIENTS OF HOSPICE OF THE TREASURE COAST AND HOSPICE OF MARTIN AND ST. LUCIE COUNTY. THE ASSISTANCE IS PAID TO THE VENDOR IN WHICH THE ASSISTANCE IS REQUIRED. FOR EXAMPLE, FOR ASSISTANCE WITH A UTILITY EXPENSE, THE PAYMENT IS MADE DIRECTLY TO THE UTILITY COMPANY IN ORDER TO ENSURE FUNDS ARE USED FOR THEIR INTENDED PURPOSES. false false false false false false false LOUIS BENSON 0 243415 0 45000 0 0 0 8604 0 16186 0 313206 0 0 Arrangement used to establish the top management official's compensation Schedule J, Part I, Line 3 THE ORGANIZATION'S CEO IS PAID BY HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST (HPSTC). HPSTC USES A COMPENSATION COMMITTEE, FORMS 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE IN THE DETERMINATION OF COMPENSATION. Delegate broad authority to a committee Form 990, Part VI, Section A, Line 1a THE CHAIRMAN (WILLIAM MOORE), VICE CHAIR (BONNEY JOHNSON), SECRETARY/TREASURER (MICHAEL BROWN), AND PAST CHAIRMAN (WILLIAM LICHTENBERGER) 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 MEETS OF THE BOARD. THE COMMITTEE MAKES A FULL REPORT OF ALL BUSINESS TRANSACTED BY THE COMMITTEE TO THE BOARD FOR ITS APPROVAL. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 THE MEMBERS OF HOSPICE FOUNDATION OF MARTIN & ST. LUCIE, INC. SHALL BE THOSE PERSONS WHO ARE THEN SERVING AS DIRECTORS OF HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC., D/B/A TREASURE COAST HOSPICE. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERS. AN ANNUAL MEETING OF THE MEMBERS SHALL BE HELD DURING THE FIRST QUARTER OF EACH FISCAL YEAR FOR THE PURPOSE OF ELECTING TRUSTEES AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY COME BEFORE THE MEETING. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a AN ANNUAL MEETING OF THE MEMBERS SHALL BE HELD DURING THE FIRST QUARTER OF EACH FISCAL YEAR FOR THE PURPOSE OF ELECTING TRUSTEES AND FOR THE TRANSACTION OF SUCH OTHER BUSINESS AS MAY COME BEFORE THE MEETING. Decisions requiring approval by members or stockholders Form 990, Part VI, Section A, Line 7b THE BOARD OF TRUSTEES MAY AUTHORIZE ANY OFFICER OR OFFICERS OR AGENT OR AGENT OF HOSPICE FOUNDATION OF MARTIN AND ST. LUCIE, INC., TO ENTER INTO ANY CONTRACT OR EXECUTE AND DELIVER ANY INSTRUMENT IN THE NAME OF AND ON BEHALF OF HOPSICE FOUNDATION OF MARTIN & ST. LUCIE, INC., AND SUCH AUTHORITY MAY BE GENERAL OR CONFINED TO SPECIFIC ISSUES. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE FORM 990 IS PREPARED BY THE TREASURE COAST HOSPICE ACCOUNTING DEPARTMENT WITH THE HELP OF AN INDEPENDENT ACCOUNTING FIRM. MANAGEMENT AND THE INDEPENDENT ACCOUNTING FIRM PRESENTS THE FORM 990 TO THE BOARD TO EXPLAIN THE KEY POINTS. THE BOARD MEMBERS THEN VOTE TO APPROVE THE SUBMISSION OF THE FORM 990. Conflict of interest policy Form 990, Part VI, Section B, Line 12c ANNUALLY EACH BOARD MEMBER IS GIVEN THE CONFLICT OF INTEREST POLICY AND THE CEO EXPLAINS THE 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. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE BOARD'S EXECUTIVE COMMITTEE WHICH INCLUDES THE CHAIRMAN RECEIVES A COMPARABLE STUDY OF ALL HOSPICES IN THE STATE OF FLORIDA. THE STUDY COMPARES SEVERAL KEY ASPECTS OF THE HOSPICES SUCH AS REVENUE, ADMISSIONS, ASSETS AND SALARIES OF TOP MANAGEMENT, (EX. CEO'S, CFO'S, COO'S, CIO'S, ETC.) WHICH ARE DRAWN FROM THE MEDICARE COST REPORTS. AVERAGES ARE PRODUCED WITH LOW, MEAN, MEDIAN AND HIGH AND COMPARISONS ARE MADE TO WHERE THE ORGANIZATION RANKS. THE BOARD'S EXECUTIVE COMMITTEE DECIDES ON THE CEO'S PAY AND BENEFITS AND REVIEWS RECOMMENDATIONS BY THE CEO ON OTHER TOP EXECUTIVES AT THE ORGANZATION. THE PROCESS IS DOCUMENTED IN COMMITTEE MINUTES. THIS PROCESS IS UNDERTAKEN ANNUALLY AND WAS LAST DONE IN 2011. COMPENSATION OF OTHER OFFICERS FORM 990, PART VI, LINE 15B THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES WHO RECEIVE COMPENSATION. THEREFORE THIS QUESTION IS NOT APPLICABLE. PER THE FORM 990 INSTRUCTIONS, IT HAS BEEN MARKED "NO" BECAUSE IT IS NOT APPLICABLE. Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 ALL DOCUMENTS ARE ON SITE EITHER IN THE CEO OFFICE OR IN THE SENIOR DIRECTOR OF ACCOUNTING OFFICE. UPON REQUEST, COPIES ARE SHOWN, MAILED, FAXED OR EMAILED TO THE INQUIRER. Average number of hours devoted per week to related organization Form 990, Part VII, Section A, Column B MICHAEL BROWN:HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC.- 3.0003.000, THE HOSPICE OF MARTIN AND ST. LUCIE, INC.- 1.0001.000, HOSPICE OF THE TREASURE COAST, INC.- 1.000;WILLIAM MOORE:HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC.- 3.0003.000, THE HOSPICE OF MARTIN AND ST. LUCIE, INC.- 1.0001.000, HOSPICE OF THE TREASURE COAST, INC.- 1.000;JOHN DOODY:HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC.- 2.0002.000, THE HOSPICE OF MARTIN AND ST. LUCIE, INC.- 1.0001.000, HOSPICE OF THE TREASURE COAST, INC.- 1.000;LOUIS BENSON:HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC.- 20.00020.000, THE HOSPICE OF MARTIN AND ST. LUCIE, INC.- 10.00010.000, HOSPICE OF THE TREASURE COAST, INC.- 10.000; Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 311685; CHANGE IN BENEFICIAL INTEREST IN SPLIT-INTEREST TRUST - 58557; TRANSFER OF NET ASSETS FROM AFFILIATES - 4000000; 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 false 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 false HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC 1201 SE INDIAN STREET STUART FL 34997 201683870 PALLIATIVE SERVICES FL 501(C)(3) 11 - Type I NA false false true false true true false false false true false false false false true false false false false