HOSPICE FOUNDATION OF JEFFERSON COUNTY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HOSPICE FOUNDATION OF JEFFERSON COUNTY INC (EIN 16-1541636)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-03-11
- IRS object ID
- 201330709349300338
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-11T17:58:20-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161131146 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 SOLAR STREET | AddressLine1 |
| City | SYRACUSE | City |
| State | NY | State |
| ZIP Code | 13204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161541636 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE FOUNDATION OF JEFFERSON COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOSP | NameControl |
| Phone | 3157887323 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WASHINGTON STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | NY | State |
| ZIP Code | 13601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DIANA WOODHOUSE | Name |
| Title | CEO | Title |
| Phone | 3157887323 | Phone |
| Date Signed | 2013-03-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BETTINA LIPPHARDT | Name |
| PTIN | P00956232 | PTIN |
| Phone | 3152147575 | Phone |
| Date Prepared | 2013-03-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DIANA WOODHOUSE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WASHINGTON STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | NY | State |
| ZIP Code | 13601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 748549 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JEFFHOSPICE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO ENSURE THE HOSPICE SERVICES REMAIN STRONG AND FISCALLY VIABLE TO SERVE AS AN INTEGRAL COMPONENT OF OUR COMMUNITY'S HEALTHCARE DELIVERY SYSTEM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 55 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3613265 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 498485 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 88052 | InvestmentIncomePriorYear |
| Investment Income Current Year | 61661 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 83147 | OtherRevenuePriorYear |
| Other Revenue Current Year | 37698 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3784464 | TotalRevenuePriorYear |
| Total Revenue Current Year | 597844 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 28333 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 58133 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 25978 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 17575 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 197176 | OtherExpensePriorYear |
| Other Expenses Current Year | 352601 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 283642 | TotalExpensesPriorYear |
| Total Expenses Current Year | 378579 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3500822 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 219265 | RevenuesLessExpensesCY |
| Total Assets BOY | 6404633 | TotalAssetsBOY |
| Total Assets EOY | 6789153 | TotalAssetsEOY |
| Total Liabilities BOY | 27310 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10641 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6377323 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6778512 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENSURE THAT HOSPICE SERVICES REMAIN STRONG AND FISCALLY VIABLE TO SERVE AS AN INTEGRAL COMPONENT OF OUR COMMUNITY'S HEALTHCARE DELIVERY SYSTEM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1682 | Expense |
| Description | SOLICITING, RECEIVING, AND ACKNOWLEDGING ALL FORMS OF CHARITABLE GIFTS FROM INDIVIDUALS, ORGANIZATIONS AND FOUNDATIONS VIA FUNDRAISING EVENTS AND MAIL SOLICITATIONS. | Description |
| Total Program Service Expense | 1682 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE WARNER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3157887323 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WASHINGTON STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | NY | State |
| ZIP Code | 13601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ROBERT WARDWELL | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| EDWARD LASHOMB | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ERIC DELAGARZA | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MAUREEN O'DONNELL | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| MARY ANNE HANLEY | ||||||
| HOSPICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ROXANNE BURNS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| HOLLY BUSH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN DEANS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOANNE LAVARNWAY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MAUREEN LUNDY-WAY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BARBARA MADDOCKS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DELTRA WILLIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LINDA SHARLOW | ||||||
| FOUNDATION DIRECTOR (THRU 1/12) | 40.00 | X | 0 | 19036 | 3471 | |
| STEPHEN LYMAN | ||||||
| CHIEF EXECUTIVE OFFICER (THRU 5/12) | 40.00 | X | 0 | 65000 | 2402 | |
| SUSAN WARNER | ||||||
| FINANCE DIRECTOR | 40.00 | X | 0 | 69069 | 9522 | |
| DIANA WOODHOUSE | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 153105 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 15395 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 22450 | FundraisingEvents |
| Government Grants | 200606 | GovernmentGrants |
| All Other Contributions | 275429 | AllOtherContributions |
| Noncash Contributions | 30000 | NoncashContributions |
| Total Contributions | 498485 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28875 | TotalRevenueColumn |
| Exclusion | $28,875 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 174479 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 141693 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 32786 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32786 | TotalRevenueColumn |
| Exclusion | $32,786 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 46110 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 22450 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 9012 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37098 | TotalRevenueColumn |
| Exclusion | $37,098 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 600 | TotalRevenueColumn |
| Related Or Exempt Function Income | 600 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 600 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 597844 | TotalRevenueColumn |
| Related Or Exempt Function Income | 600 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $98,759 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25978 | Total |
| Management And General | 25978 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69995 | Total |
| Management And General | 69995 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5175 | Total |
| Management And General | 5175 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14012 | Total |
| Management And General | 14012 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6267 | Total |
| Fundraising | 6267 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18477 | Total |
| Program Services | 1682 | ProgramServices |
| Management And General | 16795 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23887 | Total |
| Management And General | 23887 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2571 | Total |
| Management And General | 2571 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104940 | Total |
| Management And General | 104940 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4091 | Total |
| Management And General | 4091 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| IMPAIRMENT LOSS | 88181 | 88181 | |
| FUNDRAISING | 11308 | 11308 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3697 | Total |
| Management And General | 3697 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 378579 | Total |
| Program Services | 1682 | ProgramServices |
| Management And General | 359322 | ManagementAndGeneral |
| Fundraising | 17575 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1021231 | BOY |
| EOY | 415787 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267558 | BOY |
| EOY | 204937 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600552 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4004 | BOY |
| EOY | 292 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4392376 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 105970 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3459131 | BOY |
| EOY | 4286406 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1052157 | BOY |
| EOY | 1681731 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 50000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 150000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6404633 | BOY |
| EOY | 6789153 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27310 | BOY |
| EOY | 10641 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27310 | BOY |
| EOY | 10641 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5244142 | BOY |
| EOY | 6591674 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1133181 | BOY |
| EOY | 186838 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6377323 | BOY |
| EOY | 6778512 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6404633 | BOY |
| EOY | 6789153 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 219265 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 181924 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 408286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 406893 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 523007 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3547555 | CurrentTaxYearMinus1Year |
| Current Tax Year | 498485 | CurrentTaxYear |
| Total | 5384226 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 408286 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 406893 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 523007 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3547555 | CurrentTaxYearMinus1Year |
| Current Tax Year | 498485 | CurrentTaxYear |
| Total | 5384226 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 5384226 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78127 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 65841 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68552 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62464 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28875 | CurrentTaxYear |
| Total | 303859 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15805 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 606 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 592 | CurrentTaxYearMinus1Year |
| Current Tax Year | 600 | CurrentTaxYear |
| Total | 17603 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 5705688 | TotalSupport |
| Public Support Pertcentage170 | 0.94370 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93130 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 39500 | OtherCostOrOtherBasis |
| Book Value | 39500 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4203329 | OtherCostOrOtherBasis |
| Depreciation | 84067 | Depreciation |
| Book Value | 4119262 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 144547 | OtherCostOrOtherBasis |
| Depreciation | 21402 | Depreciation |
| Book Value | 123145 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5000 | OtherCostOrOtherBasis |
| Depreciation | 501 | Depreciation |
| Book Value | 4499 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4286406 | TotalOfBookValueLandBuildings |
| Total Revenue | 597844 | TotalRevenue |
| Total Expenses | 378579 | TotalExpenses |
| Excess Or Deficit For Year | 219265 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 181924 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 181924 | TotalAdjustments |
| Excess Or Deficit Per FS | 401189 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 788780 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 181924 | NetUnrealizedGainsInvestments |
| Other Revenues | 9012 | OtherRevenues |
| Revenue Not Rptd F990 | 190936 | RevenueNotRptdF990 |
| Revenue Subtotal | 597844 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 597844 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 387591 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 9012 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 9012 | ExpensesNotRptdF990 |
| Expenses Subtotal | 378579 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 378579 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION, EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). THE ORGANIZATION ALSO HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ENTITY THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A) OF THE CODE. FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF SEPTEMBER 30, 2012, THE ORGANIZATION DOES NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION FILES AN INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. THE ORGANIZATIONS ARE GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSE 9,012. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS 9,012. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 38451 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 5700 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 32751 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 4348 | OtherDirectExpensesEvent1 |
| Name Of Event2 | REGATTA | NameOfEvent2 |
| Gross Receipts Event2 | 30109 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 16750 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 13359 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 269 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 502 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 3893 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 68560 | GrossReceiptsTotal |
| Charitable Contributions Total | 22450 | CharitableContributionsTotal |
| Gross Revenue Total Events | 46110 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 269 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 502 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 8241 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 9012 | DirectExpenseSummaryEvents |
| Net Income Summary | 37098 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | ADVERTISING | Description |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 30000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | SOLE CORPORATE MEMBER, HOSPICE OF JEFFERSON COUNTY, INC. ELECTS BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | JEFFERSON COUNTY HOSPICE HAS THE EXCLUSIVE POWER AND AUTHORITY TO AMEND, REPEAL, OR ADOPT BY-LAWS OF THE FOUNDATION. IN ADDITION THE JEFFERSON COUNTY HOSPICE HAS ALL RIGHTS AND POWERS RELATED TO ELECTION OF FOUNDATION DIRECTORS, AMENDING THE CERTIFICATE OF INCORPORATION OF THE FOUNDATION, APPROVE ANY MERGER OR CONSOLIDATION OF THE FOUNDATION, APPROVE THE DISSOLUTION OF THE FOUNDATION, AND APPROVE THE SALE OR ENCUMBRANCE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION PROVIDES DRAFT COPIES OF THE IRS FORM 990 TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO COMPLETION AND FILING WITH THE INTERNAL REVENUE SERVICE AT THEIR REGULARLY SCHEDULED MEETINGS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY. THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT REVIEW AND FOLLOW UP ON DISCLOSURES OF CONFLICTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE EXECUTIVE DIRECTOR. ALL OTHER EMPLOYEES ARE EVALUATED ANNUALLY BY MANAGEMENT. AN ANNUAL SURVEY OF LOCAL HEALTHCARE AGENCIES AND CENTRAL NEW YORK HOSPICES IS PERFORMED FOR PAY SCALES AT ALL STAFFING LEVELS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | A HIGH LEVEL FINANCIAL PICTURE IS PROVIDED IN THE ANNUAL REPORT, WHICH IS AVAILABLE TO THE PUBLIC. OTHER FINANCIAL DATA AND POLICY INFORMATION IS AVAILABLE UPON REQUEST AND ON A NEED TO KNOW BASIS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 181,924. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS SELECTS AND MEETS WITH THE INDEPENDENT AUDITORS TO DISCUSS THE RESULTS OF THE AUDIT. | SELECTION AND OVERSIGHT OF INDEPENDENT AUDITORS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE OF JEFFERSON COUNTY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 WASHINGTON STREET | AddressLine1 |
| City | WATERTOWN | City |
| State | NY | State |
| ZIP Code | 13601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161266041 | EIN |
| Primary Activities | HOSPICE CARE | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 9 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE OF JEFFERSON COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE OF JEFFERSON COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionType |
| Amount Involved | 93973 | AmountInvolved |
| Method Of Amt Determination | COST INCURRED | MethodOfAmtDetermination |
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