HOPE HOSPICE AND COMMUNITY SERVICES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HOPE HOSPICE AND COMMUNITY SERVICES INC (EIN 59-2128697)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-06-26
- IRS object ID
- 201211789349300536
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-06-26T13:58:21-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6810 INTERNATIONAL CENTER BLVD | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33912 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592128697 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOPE HOSPICE AND COMMUNITY SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOPE | NameControl |
| Phone | 2394824673 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9470 HEALTH PARK CIRCLE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33908 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JILL LAMPLEY | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2394824673 | Phone |
| Date Signed | 2012-06-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARTIN REDOVAN CPA | Name |
| Phone | 2392269900 | Phone |
| Date Prepared | 2012-06-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SAMIRA K BECKWITH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9470 HEALTH PARK CIRCLE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33908 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 146615370 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HOPEHCS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE EXCEPTIONAL CARE TO INDIVIDUALS AND LOVED ONES AS THEY FULFILL LIFE'S JOURNEY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1308 | TotalNbrEmployees |
| Total Nbr Volunteers | 1034 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3206181 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3218757 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 132023145 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 130309776 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 209111 | InvestmentIncomePriorYear |
| Investment Income Current Year | 273001 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1240566 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1253242 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 136679003 | TotalRevenuePriorYear |
| Total Revenue Current Year | 135054776 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | 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 | 62804730 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 67331634 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 827019 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 62961206 | OtherExpensePriorYear |
| Other Expenses Current Year | 65362974 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 125765936 | TotalExpensesPriorYear |
| Total Expenses Current Year | 132694608 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10913067 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2360168 | RevenuesLessExpensesCY |
| Total Assets BOY | 97454024 | TotalAssetsBOY |
| Total Assets EOY | 99568126 | TotalAssetsEOY |
| Total Liabilities BOY | 37568734 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 37565411 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 59885290 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62002715 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE VISION OF HOPE IS TO CREATE AN ENVIRONMENT IN WHICH LIFE'S JOURNEY IS CHERISHED.THE MISSION OF HOPE IS TO PROVIDE EXCEPTIONAL CARE AND SUPPORT TO EVERY INDIVIDUAL AND THEIR LOVED ONES AS THEY FULFILL LIFE'S JOURNEY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 111053963 | Expense |
| Revenue | 119302673 | Revenue |
| Description | END OF LIFE CARE, COMFORT AND SUPPORT FOR PATIENTS AND THEIR FAMILIES. THE CARE IS PROVIDED IN PATIENT'S HOMES, ASSISTED LIVING FACILITIES, NURSING HOMES, HOSPITALS AND HOPE HOSPICE HOUSES. MEDICAL AND OTHER CARE PROFESSIONALS ARE DEDICATED TO MEETING THE NEEDS OF EACH PERON. THE ORGANIZATION PROVIDES SERVICES TO LEE, HENDRY, GLADES, HIGHLANDS, HARDEE, AND POLK COUNTIES. (DAILY CENSUS 1,800 PATIENTS) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5016859 | Expense |
| Revenue | 4780835 | Revenue |
| Description | PLEASE REFER TO SCHEDULE O FOR INFORMATION REGARDING HOPE HOSPICE'S LTCD PROGRAM. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6528745 | Expense |
| Revenue | 6226268 | Revenue |
| Description | PLEASE REFER TO SCHEDULE O FOR INFORMATION REGARDING HOPE HOSPICE'S PACE PROGRAM. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 122599567 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | 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 | 246 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1308 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 1 | FundsToPayPremiums |
| Premiums Paid | 1 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL LAMPLEY CHIEF FINANCIAL OFFICER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2394824673 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9470 HEALTHPARK CIRCLE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33908 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| REV DR TIM HALVERSON | ||||||||
| CHAIR | X | X | 0 | 0 | 0 | |||
| SANDY ROBINSON | ||||||||
| VICE CHAIR | X | X | 0 | 0 | 0 | |||
| CHARLES IDELSON | ||||||||
| BOARD MEMBER | X | X | 0 | 0 | 0 | |||
| BO TURBEVILLE | ||||||||
| TREASURER | X | X | 0 | 0 | 0 | |||
| DICK ACKERT | ||||||||
| PAST CHAIR | X | X | 0 | 0 | 0 | |||
| DAVID P BROWNE | ||||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||||
| FRED PEZESHKAN | ||||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||||
| TOM GILES | ||||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||||
| RON SMALLEY | ||||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||||
| AMY GRAVINA | ||||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||||
| LINDA UHLER | ||||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||||
| LARRY HART | ||||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||||
| LYNN KIRBY | ||||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||||
| SAMIRA K BECKWITH | ||||||||
| PRESIDENT/CEO | X | 460468 | 0 | 34859 | 60.00 | |||
| JILL LAMPLEY | ||||||||
| CHIEF FINANCIAL OFFICER | X | 194054 | 0 | 27086 | 50.00 | |||
| MARY B STEGMAN | ||||||||
| CHIEF MEDICAL SERVICES | 220767 | 0 | 21886 | 40.00 | X | |||
| GREGORY R SONN | ||||||||
| HOSPICE MEDICAL DIRECTOR | 202271 | 0 | 40021 | 40.00 | X | |||
| ROBERT J GRIFFIN | ||||||||
| CHIEF LEGAL COUNSEL | 188847 | 0 | 40294 | 40.00 | X | |||
| CHARLOTTE KING | ||||||||
| CHIEF HR | 171987 | 0 | 30716 | 40.00 | X | |||
| CHRISTINE NIELSON | ||||||||
| HOSPICE PHYSICIAN | 197851 | 0 | 25850 | 40.00 | X | |||
| CHARLES FRIEDRICH | ||||||||
| HOSPICE PHYSICIAN | 181777 | 0 | 26983 | 40.00 | X | |||
| BAKTHAVATSALAM VARDHINI | ||||||||
| HOSPICE PHYSICIAN | 148210 | 0 | 40101 | 40.00 | X | |||
| PETER LALLONE | ||||||||
| PHARMACY MANAGER | 149282 | 0 | 24036 | 40.00 | X | |||
| OMAR PEREZ | ||||||||
| HOSPICE PHYSICIAN | 148009 | 0 | 6623 | 40.00 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2263523 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 318455 | TotalOtherCompensation |
| Number Individuals GT100 K | 29 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SOUTHEAST HOSPICE EQUIPMENT | |||||
| 1620 ALACA PLACE | TUSCALOOSA | AL | 35401 | DURABLE MEDICAL EQUIPMENT | 4305340 |
| MCKESSON | |||||
| P O BOX 409521 | ATLANTA | GA | 30384 | PHARMACEUTICALS | 3434751 |
| MEDLINE INDUSTRIES | |||||
| DEPT CH 1400 | PALATINE | IL | 60055 | MEDICAL SUPPLIES | 1773770 |
| PAGE REHABILITATION | |||||
| 2310 N AIRPORT RD | FORT MYERS | FL | 33907 | SKILLED NURSING FACILITY | 1757841 |
| SHELL POINT VILLAGE | |||||
| 15000 SHELL POINT BLVD | FT MYERS | FL | 33908 | SKILLED NURSING FACILITY | 1697336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 100 | NumberOfContractorsGT100K |
| Fundraising Events | 320296 | FundraisingEvents |
| Government Grants | 144709 | GovernmentGrants |
| All Other Contributions | 2753752 | AllOtherContributions |
| Total Contributions | 3218757 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HOSPICE PATIENT SERVIC | Description |
| Business Code | 623990 | BusinessCode |
| Total Revenue Column | 130309776 | TotalRevenueColumn |
| Related Or Exempt Function Income | 130309776 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 130309776 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 311070 | TotalRevenueColumn |
| Exclusion | $311,070 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11225100 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11263169 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -38069 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -38069 | TotalRevenueColumn |
| Exclusion | -$38,069 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 108580 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 320296 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 297425 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -188845 | TotalRevenueColumn |
| Exclusion | -$188,845 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| HOSPICE THRIFT STORE | 453310 | 909953 | $909,953 |
| MISCELLANEOUS INCOME | 900099 | 398070 | $398,070 |
| FOOD SERVICES INCOME | 722210 | 134064 | $134,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1442087 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 135054776 | TotalRevenueColumn |
| Related Or Exempt Function Income | 130309776 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,526,243 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1807797 | Total |
| Program Services | 1253068 | ProgramServices |
| Management And General | 498202 | ManagementAndGeneral |
| Fundraising | 56527 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49707917 | Total |
| Program Services | 47328758 | ProgramServices |
| Management And General | 2122069 | ManagementAndGeneral |
| Fundraising | 257090 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1171258 | Total |
| Program Services | 897709 | ProgramServices |
| Management And General | 262478 | ManagementAndGeneral |
| Fundraising | 11071 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11187167 | Total |
| Program Services | 9442754 | ProgramServices |
| Management And General | 1716765 | ManagementAndGeneral |
| Fundraising | 27648 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3457495 | Total |
| Program Services | 3277190 | ProgramServices |
| Management And General | 161681 | ManagementAndGeneral |
| Fundraising | 18624 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31755 | Total |
| Program Services | 24292 | ProgramServices |
| Management And General | 7463 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54320 | Total |
| Program Services | 41555 | ProgramServices |
| Management And General | 12765 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3379034 | Total |
| Program Services | 2847892 | ProgramServices |
| Management And General | 473701 | ManagementAndGeneral |
| Fundraising | 57441 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430038 | Total |
| Program Services | 328979 | ProgramServices |
| Management And General | 101059 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2673299 | Total |
| Program Services | 2383612 | ProgramServices |
| Management And General | 282324 | ManagementAndGeneral |
| Fundraising | 7363 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4873613 | Total |
| Program Services | 3987246 | ProgramServices |
| Management And General | 552891 | ManagementAndGeneral |
| Fundraising | 333476 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178603 | Total |
| Program Services | 178603 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2963453 | Total |
| Program Services | 254433 | ProgramServices |
| Management And General | 2709020 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707236 | Total |
| Program Services | 541036 | ProgramServices |
| Management And General | 159159 | ManagementAndGeneral |
| Fundraising | 7041 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| NURSING HOME - ROOM & B | 21640019 | 21640019 |
| PHARMACY | 6147901 | 6147901 |
| INPATIENT FEES | 5074951 | 5074951 |
| OXYGEN/DME | 4344310 | 4344310 |
| RADIATION/CHEMO | 4242202 | 4242202 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8622240 | Total |
| Program Services | 8363057 | ProgramServices |
| Management And General | 208445 | ManagementAndGeneral |
| Fundraising | 50738 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 132694608 | Total |
| Program Services | 122599567 | ProgramServices |
| Management And General | 9268022 | ManagementAndGeneral |
| Fundraising | 827019 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5340688 | BOY |
| EOY | 7355895 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14910760 | BOY |
| EOY | 1149361 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285294 | BOY |
| EOY | 194937 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8688474 | BOY |
| EOY | 6984940 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 717245 | BOY |
| EOY | 459838 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 680385 | BOY |
| EOY | 653082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 75567351 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 19208690 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48934662 | BOY |
| EOY | 56358661 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16750555 | BOY |
| EOY | 25195172 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1145961 | BOY |
| EOY | 1216240 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97454024 | BOY |
| EOY | 99568126 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10561346 | BOY |
| EOY | 10247182 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 937639 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26400000 | BOY |
| EOY | 25600000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 607388 | BOY |
| EOY | 780590 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37568734 | BOY |
| EOY | 37565411 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59173190 | BOY |
| EOY | 61310815 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 712100 | BOY |
| EOY | 691900 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59885290 | BOY |
| EOY | 62002715 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97454024 | BOY |
| EOY | 99568126 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2360168 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -242743 | 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 Separate | X | FinancialStatementSeparate |
| 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 | 5128702 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2508491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3431247 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3206181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3218757 | CurrentTaxYear |
| Total | 17493378 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5128702 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2508491 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3431247 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3206181 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3218757 | CurrentTaxYear |
| Total | 17493378 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 17493378 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 544306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 433429 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 311877 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 311558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 311070 | CurrentTaxYear |
| Total | 1912240 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 19405618 | TotalSupport |
| Gross Receipts From Admissions Etc | 547351525 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.90150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89050 | 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
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58767 | BeginningOfYearBalance |
| Other Expenditures | 58767 | OtherExpenditures |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 57696 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1071 | InvestmentEarningsOrLosses |
| End Of Year Balance | 58767 | EndOfYearBalance |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12634481 | OtherCostOrOtherBasis |
| Book Value | 12634481 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42839591 | OtherCostOrOtherBasis |
| Depreciation | 13075717 | Depreciation |
| Book Value | 29763874 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5420758 | OtherCostOrOtherBasis |
| Depreciation | 1654551 | Depreciation |
| Book Value | 3766207 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13577466 | OtherCostOrOtherBasis |
| Depreciation | 4144183 | Depreciation |
| Book Value | 9433283 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1095055 | OtherCostOrOtherBasis |
| Depreciation | 334239 | Depreciation |
| Book Value | 760816 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 56358661 | TotalOfBookValueLandBuildings |
| Total Revenue | 135054776 | TotalRevenue |
| Total Expenses | 132694608 | TotalExpenses |
| Excess Or Deficit For Year | 2360168 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -242743 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -242743 | TotalAdjustments |
| Excess Or Deficit Per FS | 2117425 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 135109500 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -242743 | NetUnrealizedGainsInvestments |
| Other Revenues | 297467 | OtherRevenues |
| Revenue Not Rptd F990 | 54724 | RevenueNotRptdF990 |
| Revenue Subtotal | 135054776 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 135054776 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 132992000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 297425 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 297425 | ExpensesNotRptdF990 |
| Expenses Subtotal | 132694575 | ExpensesSubtotal |
| Other Expenses Not Included | 33 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 33 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 132694608 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FOR SPECIAL FUNDRAISING EVENTS 297,425. ROUNDING 42. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FOR SPECIAL FUNDRAISING EVENTS 297,425. |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 33. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HEARTS OF HOPE GALA | NameOfEvent1 |
| Gross Receipts Event1 | 295814 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 213289 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 82525 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 64325 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 31683 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 91696 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CELEBRATION OF WOMEN LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 86261 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 77386 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 8875 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 8875 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 8000 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 75725 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 46801 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 29621 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 17180 | GrossRevenueOtherEvents |
| Food And Beverage Other Events | 9729 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 7392 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 428876 | GrossReceiptsTotal |
| Charitable Contributions Total | 320296 | CharitableContributionsTotal |
| Gross Revenue Total Events | 108580 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 82929 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 39683 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 174813 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 297425 | DirectExpenseSummaryEvents |
| Net Income Summary | -188845 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAMIRA K BECKWITH | |||||||||||||
| 324708 | 0 | 89035 | 0 | 46725 | 0 | 12988 | 0 | 21871 | 0 | 495327 | 0 | 0 | 0 |
| JILL LAMPLEY | |||||||||||||
| 186939 | 0 | 0 | 0 | 7115 | 0 | 10388 | 0 | 16698 | 0 | 221140 | 0 | 0 | 0 |
| MARY B STEGMAN | |||||||||||||
| 220767 | 0 | 0 | 0 | 0 | 0 | 11703 | 0 | 10183 | 0 | 242653 | 0 | 0 | 0 |
| GREGORY R SONN | |||||||||||||
| 202271 | 0 | 0 | 0 | 0 | 0 | 11037 | 0 | 28984 | 0 | 242292 | 0 | 0 | 0 |
| ROBERT J GRIFFIN | |||||||||||||
| 188847 | 0 | 0 | 0 | 0 | 0 | 10316 | 0 | 29978 | 0 | 229141 | 0 | 0 | 0 |
| CHARLOTTE KING | |||||||||||||
| 171987 | 0 | 0 | 0 | 0 | 0 | 9291 | 0 | 21425 | 0 | 202703 | 0 | 0 | 0 |
| CHRISTINE NIELSON | |||||||||||||
| 197851 | 0 | 0 | 0 | 0 | 0 | 10514 | 0 | 15336 | 0 | 223701 | 0 | 0 | 0 |
| CHARLES FRIEDRICH | |||||||||||||
| 181777 | 0 | 0 | 0 | 0 | 0 | 9762 | 0 | 17221 | 0 | 208760 | 0 | 0 | 0 |
| BAKTHAVATSALAM VARDHINI | |||||||||||||
| 148210 | 0 | 0 | 0 | 0 | 0 | 6894 | 0 | 33207 | 0 | 188311 | 0 | 0 | 0 |
| PETER LALLONE | |||||||||||||
| 144326 | 0 | 0 | 0 | 4956 | 0 | 6788 | 0 | 17248 | 0 | 173318 | 0 | 0 | 0 |
| OMAR PEREZ | |||||||||||||
| 140760 | 0 | 0 | 0 | 7249 | 0 | 6623 | 0 | 0 | 0 | 154632 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | THE FOLLOWING EMPLOYEES CONTRIBUTED TO A NONQUALIFIED RETIREMENT 457(F) PLAN: SAMIRA BECKWITH 16,500; ROBERT GRIFFIN 16,500; JILL LAMPLEY 16,500; CHRISTINE NIELSON 16,500; AND OMAR PEREZ 6,500. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 591793462 | IssuerEIN |
| CUSIP Number | 52349ECN8 | CUSIPNumber |
| Date Issued | 2008-07-22 | DateIssued |
| Issue Price | 27200000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION OF HOSPICE HOUSE INPATIENT FACILITY | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 27200000 | TotalProceeds |
| Capitalized Interest | 17200000 | CapitalizedInterest |
| Issuance Costs From Proceeds | 68000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 9932000 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (8 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| CHARLES IDELSON | |||
| BOARD MEMBER OF ORGANIZATION AND PRESIDENT, INVESTOR'S SECURITY TRUST | 45800 | THE ORGANIZATION HAS AN ACCOUNT WITH INVESTORS SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $9,442,300. PAYMENTS TOTALING $45,800 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES. | 0 |
| SAMIRA BECKWITH | |||
| PRESIDENT AND CEO OF ORGANIZATION, BOARD MEMBER OF INVESTOR'S SECURITY TRUS | 45800 | THE ORGANIZATION HAS AN ACCOUNT WITH INVESTORS SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $9,442,300. PAYMENTS TOTALING $45,800 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES. | 0 |
| RICHARD ACKERT | |||
| BOARD MEMBER OF ORGANIZATION AND BOARD MEMBER OF INVESTOR'S SECURITY TRUST | 45800 | THE ORGANIZATION HAS AN ACCOUNT WITH INVESTORS SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $9,442,300. PAYMENTS TOTALING $45,800 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES. | 0 |
| LYNN KIRBY | |||
| BOARD MEMBER OF ORGANIZATION AND BOARD MEMBER OF INVESTOR'S SECURITY TRUST | 45800 | THE ORGANIZATION HAS AN ACCOUNT WITH INVESTORS SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $9,442,300. PAYMENTS TOTALING $45,800 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES. | 0 |
| BO TUBERVILLE | |||
| BOARD MEMBER OF ORGANIZATION AND CEO OF ACCENT BUSINESS PRODUCTS | 84800 | ACCENT BUSINESS PRODUCTS PROVIDED OFFICE MACHINES UNDER LEASE AGREEMENTS, TO WHICH PAYMENTS ARE MADE MONTHLY. PAYMENTS MADE DIRECTLY TOTALED $84,800. | 0 |
| AMY GRAVINA | |||
| BOARD MEMBER OF ORGANIZATION AND PARTNER, GRAVINA, SMITH & MATTE | 48500 | GRAVINA, SMITH & MATTE IS A MARKETING AND PUBLIC RELATIONS FIRM THAT PERFORM SERVICES FOR THE ORGANIZATION. PAYMENTS TOTALED $48,500. | 0 |
| TOM GILES | |||
| BOARD MEMBER OF ORGANIZATION AND PRESIDENT AVALON ENGINEERING, INC. | 21100 | ENGINEERING SERVICES FOR MISCELLANEOUS PROJECTS. PAYMENTS TOTALED $21,100. | 0 |
| SANDY ROBINSON | |||
| BOARD MEMBER OF ORGANIZATION AND PRESIDENT NORTHERN TRUST BANK BRANCH | 153300 | FEES PAID FOR LOC TOTALED 130,000 AND INVESTMENT MANAGEMENT FEES TOTALING 23,000 IN CONNECTION WITH HOPE'S INVESTMENT ACCOUNTS. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990, PART I, LINE 1: | HOPE HOSPICE (LATER RENAMED HOPE HOSPICE AND COMMUNITY SERVICES; HEREAFTER REFERRED TO AS "HOPE") WAS INCORPORATED ON SEPTEMBER 11, 1981, AFTER ITS FORMATION BY A GROUP OF LOCAL VOLUNTEERS, AND LICENSED BY THE STATE OF FLORIDA SINCE 1984. HOPE IS A NOT-FOR-PROFIT, 501 (C)(3)-STATUS COMMUNITY-BASED AGENCY. AT ITS INCEPTION, HOPE HOSPICE SERVED ONLY A FEW PATIENTS EACH DAY IN THE IMMEDIATE FORT MYERS, FLORIDA AREA. TODAY HOPE SERVES MORE THAN 2,200 PEOPLE DAILY, IN A NINE-COUNTY, 10,000 SQUARE MILE AREA IN SOUTHWEST AND MID-FLORIDA. THROUGH THE YEARS, HOPE'S MISSION AND VISION HAVE BEEN CONSTANT. THE VISION OF HOPE IS TO CREATE AN ENVIRONMENT IN WHICH LIFE'S JOURNEY IS CHERISHED. THE MISSION OF HOPE IS TO PROVIDE EXCEPTIONAL CARE AND SUPPORT TO EVERY INDIVIDUAL AND THEIR LOVED ONES AS THEY FULFILL LIFE'S JOURNEY. HOPE'S VISION AND MISSION ARE SUPPORTED BY ITS PILLARS OF EXCELLENCE: SERVICE - PROVIDE EXTRAORDINARY, TIMELY CARE AND SERVICE QUALITY - PROVIDE EXCELLENCE EACH DAY AND DEMONSTRATE CONTINUOUS IMPROVEMENT STEWARDSHIP - CREATE AND MANAGE THE RESOURCES NEEDED FOR OUR CURRENT AND FUTURE SUCCESS PEOPLE - RECRUIT AND RETAIN STAFF WHO ARE ENGAGED, EMPOWERED AND COMMITTED THE ORGANIZATION'S GOALS ARE TO REMOVE ALL BARRIERS TO ACCESS; TO BE GOOD STEWARDS OF ALL RESOURCES; AND TO PROVIDE THE HIGHEST POSSIBLE QUALITY CARE. HOPE'S GOALS AND INITIATIVES ARE FRAMED IN RESPONSE TO STRATEGIC QUESTIONS, INCLUDING: - HOW DO WE IDENTIFY AND CHANGE HABITS THAT DO NOT SUPPORT GOOD CARE? - HOW DO WE USE LESSONS FROM OTHER INDUSTRIES TO IMPROVE OUR CARE AND SERVICES? - HOW DO WE IMPROVE OUR ABILITY TO REDUCE PAIN AND SUFFERING? - HOW DO WE ENSURE WE ARE THE EMPLOYER OF CHOICE? - HOW DO WE CREATE AND SUSTAIN A CULTURE THAT LEADS TO CONTINUOUS IMPROVEMENT? HOPE MAKES MAKE CERTAIN THAT ITS ORGANIZATIONAL CAPABILITIES ENSURE: - NO NEEDLESS PAIN OR SUFFERING EXISTS IN THE COMMUNITIES WE SERVE - NO HELPLESSNESS FELT BY THOSE WE SERVE - NO UNWANTED WAITING FOR THOSE WE SERVE - NO WASTE OF RESOURCES OR INEFFICIENCIES IN PROVIDING OUR SERVICES "HOPE HOSPICE" BECOMES "HOPE HOSPICE AND COMMUNITY SERVICES" IN SUPPORT OF HOPE'S VISION, MISSION AND GOALS, AN OVERARCHING QUESTION WAS, "HOW CAN WE INCREASE OUR CONTINUUM OF CARE AND SERVICES, GIVING MORE PEOPLE ACCESS TO THE COMFORT AND SAFETY THEY NEED?" TRADITIONALLY, THE STARTING POINT IN HOSPICE CARE IS THE PHYSICIAN'S REFERRAL, INDICATING THE PATIENT HAS ONLY SIX MONTHS OR LESS TO LIVE. BEGINNING AT THE END, LITTLE THOUGHT IS GIVEN TO THE PATIENT'S OVERALL SITUATION AND CIRCUMSTANCE. THIS CAN RESULT IN A LESS THAN OPTIMAL CARE EXPERIENCE AND OUTCOME FOR THE PATIENT AND FAMILY. HOPE LOOKS AT THE ENTIRE PATIENT SITUATION AND CIRCUMSTANCES PRIOR TO DEVELOPING A COMPREHENSIVE PLAN OF CARE. IN RECENT YEARS, HOPE HAS RECOGNIZED THAT THE PALLIATIVE CARE SKILLS OF HOSPICE PROFESSIONALS NEED NOT BE LIMITED TO THE CARE OF THE DYING, IN HOSPICE. THESE SAME SKILLS CAN BE APPLIED TO ALLEVIATE PAIN AND SUFFERING FOR THOSE WHO ARE SERIOUSLY ILL YET NOT AT THE END OF LIFE. HOPE HAS INTRODUCED A NUMBER OF NEW CARE PROGRAMS TO MEET THOSE NEEDS. HOPE'S INNOVATION HAS CREATED A NEW DIMENSION IN HEALTH CARE. HOPE HOSPICE AND COMMUNITY SERVICES PROVIDES A CONTINUUM OF PALLIATIVE CARE SERVICES UNLIKE ANY OTHER HEALTH CARE PROGRAM IN THE UNITED STATES. HOPE'S INNOVATION IS BEST DESCRIBED WITH TWO WORDS: PROACTIVE COORDINATION. EACH CARE PROGRAM AND SERVICE HAS ITS OWN SPECIFIC STAFF, DELIVERING PALLIATIVE CARE IN A SPECIFIC SETTING OR PROGRAM. HOPE IS UNIQUELY APPLYING THE PRINCIPLES OF PALLIATIVE CARE (I.E. TO PREVENT AND RELIEVE SUFFERING WHILE FOCUSING ON THE QUALITY OF LIFE FOR THE INDIVIDUAL) ACROSS A LARGER CONTINUUM OF CARE BEYOND END OF LIFE CARE. HOPE'S PALLIATIVE CARE PHILOSOPHY ENCOMPASSES EVERY ASPECT OF THE INDIVIDUAL'S WELL BEING - BODY, MIND AND SPIRIT. AT THE HEART OF THE PHILOSOPHY IS THE COMMITMENT TO MAKE SURE THE SYSTEM IS WORKING TO MEET SPECIFIC PERSONAL NEEDS, NOT IN TRYING TO MAKE A PATIENT FIT INTO A SYSTEM. SERVICES ARE AVAILABLE TO PEOPLE OF ALL AGES, IN ALL PROGRAMS, WHO ARE TOUCHED BY SERIOUS ILLNESS, REGARDLESS OF THEIR ABILITY TO PAY. THE TEAM INCLUDES PHYSICIANS, NURSES, PHARMACISTS, SOCIAL WORKERS, PERSONAL CARE SPECIALISTS, VOLUNTEERS, CHAPLAINS, HOMEMAKERS, BEREAVEMENT COUNSELORS, MASSAGE THERAPISTS, ART THERAPISTS AND MUSIC THERAPISTS AS NEEDED TO CARE FOR THE INDIVIDUAL NEEDS OF EACH PERSON AND FAMILY. HOPE'S PROGRAMS OF CARE BENEFIT ALL DEMOGRAPHICS. HOPE HOSPICE AND COMMUNITY SERVICES SERVES THE RESIDENTS OF LEE, GLADES, HENDRY, HIGHLANDS, HARDEE, POLK, CHARLOTTE, DESOTO AND COLLIER COUNTIES IN SOUTHWEST AND MID-FLORIDA, WITH A TOTAL POPULATION OF 1.8 MILLION, OF WHICH APPROXIMATELY 76 PERCENT ARE WHITE, 15 PERCENT LATINO, 8 PERCENT AFRICAN-AMERICAN AND 1 PERCENT ASIAN. THE AREA INCLUDES URBAN, SUBURBAN AND RURAL COMMUNITIES. HOSPICE AND OTHER SERVICES ARE PROVIDED TO EVERYONE IN NEED IN LEE, GLADES, HENDRY, HIGHLANDS, HARDEE AND POLK COUNTIES. HOSPICE CARE IS USUALLY COVERED BY MEDICARE, MEDICAID OR INSURANCE, ALTHOUGH HOPE PROVIDES HOSPICE CARE TO EVERYONE IN NEED REGARDLESS OF AGE, ETHNICITY, TYPE OF ILLNESS, THE ABILITY TO PAY OR ANY OTHER LIFE CIRCUMSTANCES. THIS COMPREHENSIVE, COORDINATED PROGRAM OF CARE IS OFFERED TO THEM BY NO ONE ELSE IN THE ENTIRE AREA. IT IS OF GREAT BENEFIT TO MANY IN THE COMMUNITY WHO ARE PARTICULARLY VULNERABLE IN THESE TIMES OF A DOWN TURNED ECONOMY AND AN UNCERTAIN FUTURE FOR US HEALTH CARE, INCLUDING THOSE WITH NO MEDICAL COVERAGE; NO FINANCIAL RESOURCES WHATSOEVER; THE HOMELESS; VETERANS AND OTHERS. ENSURING QUALITY CARE IN NOVEMBER 2010, THE DARTMOUTH INSTITUTE FOR HEALTH POLICY AND CLINICAL PRACTICE PUBLISHED A STUDY TITLED "QUALITY OF END-OF-LIFE CANCER CARE FOR MEDICARE BENEFICIARIES." ACCORDING TO THE REPORT, 75.6 PERCENT OF CANCER PATIENTS IN THE FORT MYERS AREA WHO DIED DURING THE PERIOD FROM 2003 TO 2007 USED HOSPICE SERVICES DURING THEIR LAST MONTH OF LIFE - DRAMATICALLY ECLIPSING THE NATIONAL FIGURE OF 55 PERCENT, AND AMONG THE HIGHEST RANKINGS OF ALL HOSPICES. HOPE IS THE ONLY HOSPICE SERVING THE FORT MYERS AREA. HOPE WAS THE FIRST TO RECEIVE THE EXCELLERX INSTITUTE EXCELLENCE IN PHARMACOTHERAPY OUTCOMES AWARD, IN 2005. THE PURPOSE OF THE AWARD IS TO HONOR OUTSTANDING ACHIEVEMENTS BY HOSPICE ORGANIZATIONS DEDICATED TO SUPERIOR CARE AND PROMOTION OF BEST PRACTICES. ALL OF HOPE'S SERVICES AND PROGRAMS COORDINATE CARE ALONG THE CONTINUUM USING THE PRINCIPLES OF PALLIATIVE CARE. EACH SERVICE IS MEASURED FOR ITS EFFECTIVENESS AND BENEFIT TO PATIENTS AND FAMILIES. OUTCOME MEASUREMENTS ARE IN PLACE THROUGHOUT THE CONTINUUM AS PART OF THE ONGOING QUALITY IMPROVEMENT PLAN. IN ADDITION TO REGULAR, INTENSIVE REVIEW OF ALL ACTIVITIES, HOPE CONDUCTS FREQUENT AND REGULAR PATIENT SURVEYS IN PATIENTS' HOMES, IN NURSING AND ASSISTED LIVING FACILITIES AND IN HOPE HOSPICE HOUSES. THESE PATIENT SURVEYS FOCUS ON: PAIN AND SYMPTOM CONTROL; STAFF SENSITIVITY; WHETHER EXPRESSIVE AND INTEGRATIVE THERAPIES WERE OFFERED; EXTENDED HOURS SERVICES AND SUPPORT; AND WHETHER MEDICAL EQUIPMENT AND SUPPLIES MET NEEDS. OUTCOMES ARE ALSO MEASURED BY THE COMMUNITY HEALTH ACCREDITATION PROGRAM (CHAP), THE NATIONAL LEADER IN IMPROVING THE QUALITY OF CARE IN THE HOME CARE INDUSTRY. ONE OF CHAP'S PRIMARY OBJECTIVES IS TO ENABLE HOSPICES AND OTHER HEALTH CARE ORGANIZATIONS TO DEVELOP AND MAINTAIN STATE-OF-THE ART NATIONAL STANDARDS OF EXCELLENCE. DURING THEIR EXHAUSTIVE REVIEW OF HOPE'S OPERATIONS, CHAP DISCOVERED WHAT MAKES THE ORGANIZATION GREAT. HOPE'S HIGH SCORE WAS "EXTREMELY RARE," THEY SAID, FOR SEVERAL REASONS, INCLUDING: HIGH EMPLOYEE MORALE AND JOB SATISFACTION WHICH CONTRIBUTES TO A POSITIVE WORK ENVIRONMENT; EXPERIENCED MANAGEMENT TEAM AND BOARD OF DIRECTORS WHO ARE COMMITTED TO QUALITY CARE AND STANDARDS OF EXCELLENCE; AND COLLABORATION WITH THE EDUCATIONAL COMMUNITY TO INCREASE STUDENTS' AWARENESS OF PALLIATIVE CARE OPPORTUNITIES. |
| ORGANIZATION MISSION STATEMENT | FORM 990, PART III, LINE 1 | INNOVATION IN HEALTHCARE: MEETING THE CHALLENGES IN 2008, HOPE HOSPICE AND COMMUNITY SERVICES WAS AMONG THE COUNTRY'S FIRST RECIPIENTS OF THE QUALITY IN PALLIATIVE CARE LEADERSHIP AWARD, IN RECOGNITION OF ITS INNOVATIVE PATIENT CARE. THE LEADERSHIP AWARD IS PRESENTED BY THE NATIONAL CONSENSUS PROJECT FOR QUALITY CARE AND THE NATIONAL QUALITY FORUM TO ORGANIZATIONS WORKING TO IMPROVE THE QUALITY OF AMERICAN HEALTH CARE. HOPE WAS ONE OF ONLY NINE HEALTH CARE ORGANIZATIONS IN THE COUNTRY TO BE HONORED IN THE AWARD'S FIRST YEAR. HOPE RECEIVED THE CIRCLE OF LIFE AWARD IN 2004 FOR ITS INNOVATIVE PROGRAM THAT IMPROVES THE CARE OF INDIVIDUALS AT THE END OF LIFE AND ITS STRATEGY TO MAKE SERVICES AVAILABLE TO ANYONE WHO NEEDS HOSPICE CARE, REGARDLESS OF AGE, DIAGNOSIS, OR ABILITY TO PAY. HOPE WAS RECOGNIZED IN 2003 BY THE AMERICAN PHARMACISTS ASSOCIATION FOUNDATION FOR ITS INNOVATIVE AND VISIONARY APPROACH IN DELIVERING A CONSISTENTLY HIGH LEVEL OF CARE TO ITS PATIENTS. THE RECIPIENTS ARE RECOGNIZED FOR PIONEERING INNOVATIVE WAYS TO IMPROVE THE MEDICATION USE PROCESS AND INCREASE COMMUNICATION BETWEEN ALL MEMBERS OF THE HEALTH CARE TEAM. BECAUSE OF THE SIGNIFICANT PUBLIC HEALTH PROBLEM ASSOCIATED WITH THE INAPPROPRIATE USE OF MEDICATIONS, HOPE PIONEERED INNOVATIVE WAYS TO IMPROVE THE MEDICATION USE PROCESS AND INCREASE COMMUNICATION AMONG ALL MEMBERS OF THE HEALTH CARE TEAM. HOPE HOSPICE CREATED, IMPLEMENTED AND MAINTAINS A COLLABORATIVE PRACTICE MEDICATION AND MANAGEMENT SYSTEM TO MANAGE MEDICATION THERAPY. IT INVOLVES PHARMACISTS, HOPE PHYSICIANS AND NURSES, MANY INDEPENDENT REFERRING PHYSICIANS, AND INDEPENDENT CLINICAL PHARMACY AND MEDICATION DISTRIBUTION SYSTEMS LINKED TOGETHER BY WEB-BASED DOCUMENTATION AND COMMUNICATION TOOLS. USING INTEGRATED, STATE-OF-THE-ART TECHNOLOGY THAT ENABLES PROFESSIONALS FROM DIFFERENT DISCIPLINES TO PARTICIPATE IN A PATIENT'S CARE AND MAKE INFORMED DECISIONS BASED ON CURRENT INFORMATION, HOPE IS ABLE TO DELIVER AND UNPARALLELED LEVEL OF QUALITY CARE TO ITS PATIENTS. UNLIKE MOST OTHER HOSPICE AND PALLIATIVE CARE ORGANIZATIONS, HOPE HAS OVERCOME A CRITICAL OBSTACLE TO PATIENT COMFORT AND CARE. WHILE CHEMOTHERAPY CAN BE CURATIVE, IT CAN ALSO BE A PALLIATIVE TREATMENT FOR PAIN MANAGEMENT, EVEN THOUGH THE ILLNESS MAY BE INCURABLE. HOWEVER, MEDICARE, THE SOURCE OF COVERAGE FOR MOST HOSPICE PATIENTS DOES NOT COVER THE COSTS OF CHEMOTHERAPY FOR HOSPICE PATIENTS. AS A RESULT, MOST HOSPICES WILL NOT ACCEPT A PATIENT IN THOSE CIRCUMSTANCES. THE INDIVIDUAL IS FORCED TO CHOOSE WHETHER TO REMAIN ON CHEMOTHERAPY WITH MINIMAL MEDICAL SUPPORT, OR ENTER HOSPICE WITHOUT CHEMOTHERAPY. HOPE HOSPICE AND COMMUNITY SERVICES HAS A COMMITMENT TO ACCEPT ALL PATIENTS IN NEED OF CARE, INCLUDING THOSE WHO NEED SERVICES FOR WHICH THERE IS NO MEDICAL COVERAGE. HOPE DOES NOT FORCE DECISIONS AND COVERS THE COSTS OF ANY NECESSARY TREATMENTS. TO THE BENEFIT OF MANY, HOPE LOOKS AT THE PROGNOSIS AS WELL AS THE NEEDS WHEN DETERMINING ELIGIBILITY, HELPING TO EASE THE TRANSITION FROM CURATIVE CARE TO PALLIATIVE CARE. IF OTHER HOSPICES WERE TO MAKE THIS PARADIGM SHIFT, THE LEVEL OF QUALITY HOSPICE CARE AS WELL AS THE OVERALL QUALITY OF HEALTH CARE WOULD IMPROVE. THE FUTURE OF HOPE AND THE FUTURE OF HEALTHCARE THE UNITED STATES IS BEING CHALLENGED AS NEVER BEFORE TO MAKE THE BEST USE OF OUR RESOURCES IN HEALTHCARE IN ORDER TO BEST MEET THE CHANGING AND INCREASING NEEDS OF THE PEOPLE IN OUR COMMUNITIES. HEALTHCARE PROVIDERS MUST MAKE VERY CAREFUL AND STRATEGIC DECISIONS TO ENSURE THAT FUTURE NEEDS WILL BE MET. HOPE HAS TAKEN A LEADERSHIP ROLE IN RAISING AWARENESS AND SHAPING POLICY ON THE STATE AND NATIONAL LEVELS. HOPE'S PRESIDENT AND CEO, SAMIRA K. BECKWITH WAS APPOINTED BY FLORIDA GOVERNOR JEB BUSH TO HELP THE STATE CONCENTRATE ON PROVIDING MORE SERVICES TO ENHANCE THE QUALITY OF LIFE FOR SENIOR CITIZENS. GOVERNOR-ELECT RICK SCOTT RECENTLY APPOINTED BECKWITH TO HIS HEALTH AND HUMAN SERVICES TRANSITION TEAM, TO ADDRESS MEDICAID REFORM, HEALTH, HEALTH-CARE ADMINISTRATION, CHILDREN AND FAMILIES, ELDER AFFAIRS, PERSONS WITH DISABILITIES AND VETERANS' AFFAIRS. SHE HAS TESTIFIED BEFORE CONGRESS ON THE NEED FOR BETTER LEGISLATION TO PROVIDE FOR END-OF-LIFE COMFORT AND CARE. HOPE WILL CONTINUE TO APPLY THE PRINCIPLES OF PALLIATIVE CARE ACROSS A LARGER CONTINUUM BEYOND END-OF-LIFE CARE, IN SEARCH OF NEW OPPORTUNITIES TO PROVIDE CARE TO MORE PEOPLE. |
| PROGRAM SERVICE STATEMENT | FORM 990, PART III, LINE 4B: HOPE HOSPICE'S LTCD PROGRAM | HOPE'S NURSING HOME DIVERSION PROGRAM, HOPE CHOICES, PROVIDES SERVICES TO THOSE WHO ARE FRAIL AND IN NEED OF SUPPORT IN THEIR DAILY LIVES. SERVICES PROVIDED INCLUDE: - DAILY LIVING ASSISTANCE - RESPITE FOR THE FAMILY CAREGIVER - MEDICAL SUPPLIES - MEALS DELIVERED TO THE HOME - COMPANIONSHIP CURRENTLY SERVING APPROXIMATELY 180 OLDER ADULTS THE HOPE CONNECTIONS PROGRAM PROVIDES SERVICES TO ADULTS AGE 60 AND OVER, ENABLING THEM TO RECEIVE HELP IN THEIR DAILY LIVES. SERVICES INCLUDE: - MEALS DELIVERED TO THE HOME - CONGREGATE MEALS - PERSONAL CARE - HOMEMAKER SERVICES - TRANSPORTATION - MEDICAL EQUIPMENT - COUNSELING - EMERGENCY RESPONSE SYSTEMS CURRENTLY SERVING APPROXIMATELY 200 CLIENTS |
| PROGRAM SERVICE STATEMENT | FORM 990, PART III, LINE 4C: HOPE HOSPICE'S PACE PROGRAM | PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES ARE PROVIDED TO THE FRAIL ELDERLY THROUGH HOPE PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY), ENABLING THEM TO CONTINUE TO LIVE INDEPENDENTLY AT HOME. UPON ENROLLMENT, PARTICIPANTS MAY RECEIVE: - PRIMARY MEDICAL AND NURSING CARE - OCCUPATIONAL, PHYSICAL AND SPEECH THERAPY - MEDICATIONS AND MEDICAL EQUIPMENT - LABORATORY AND DIAGNOSTIC SERVICES - ALL NECESSARY PRESCRIPTION DRUGS - SKILLED HOME CARE AND PERSONAL CARE AIDES - HOSPITALIZATION, SKILLED NURSING FACILITY CARE AND END-OF-LIFE CARE - CARE FROM MEDICAL SPECIALISTS IN CARDIOLOGY, NEPHROLOGY, OPHTHALMOLOGY, DERMATOLOGY, ORTHOPEDICS, SURGERY AND PODIATRY - TRANSPORTATION TO MEDICAL APPOINTMENTS CURRENTLY SERVING APPROXIMATELY 175 CLIENTS THE ORIGINAL HOPE PACE PROGRAM IS LOCATED IN FORT MYERS. A CENTER IS NOW OPEN IN PORT CHARLOTTE; AND LEHIGH ACRES; AND A CENTER WILL OPEN IN NAPLES IN 2012. INCLUDED IN THE PACE PROGRAM IS AN ADULT DAY HEALTH PROGRAM THAT PROVIDES CLIENTS WITH ASSISTANCE WITH DAILY ACTIVITIES IN A CENTER SETTING. LIGHT EXERCISE SESSIONS HELP THE CLIENTS TO MAINTAIN BODY STRENGTH, PRIMARILY FOR BALANCE AND FALL PREVENTION. THE DAY ALSO INCLUDES REST PERIODS, GAMES, CRAFTS, GARDENING, ART, MUSIC AND PET THERAPY, AND EVEN DANCING IF DESIRED. A WARM LUNCH AND SNACKS ARE SERVED. PHYSICAL AND OCCUPATIONAL THERAPIES ARE AVAILABLE, AND A NURSE IS ALWAYS ON SITE. |
| FORM 990, PART VI, SECTION A, LINE 1 | DURING THE YEAR THE BOARD OF DIRECTORS DELEGATED BROAD AUTHORITY TO ACT ON ITS BEHALF TO AN EXECUTIVE COMMITTEE COMPOSED OF THE CHAIR, VICE CHAIR, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO HANDLE ANY MATTERS REFERRED TO IT BY THE BOARD OF DIRECTORS. IN ADDITION, IS AUTHORIZED ALL POWERS OF THE BOARD DURING THE INTERVAL BETWEEN MEETINGS OF THE BOARD, EXCEPT AND EXCLUDING PURCHASE, SALE, LEASE OR ENCUMBERING OF REAL PROPERTY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S FINANCE COMMITTEE AND BOARD MEETING ON 6/26/2012 PRIOR TO ITS FILING WITH THE IRS. IN ADDITION, THE MANAGEMENT PRESENTED A FORM 990 SUMMARY REPORT AT THIS MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AS ORGANIZATION PERSONNEL, MEMBERS OF THE GOVERNING BODY AND ADVISORY BOARDS ARE COVERED UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN THE EVENT THAT A SITUATION ARISES WHEREBY AN EMPLOYEE HAS A CONFLICT OF INTEREST, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE PRESIDENT/CEO. DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST AND THE PRESIDENT/CEO'S DECISION REGARDING THE ACTIONS WILL BE NOTED IN A FILE KEPT BY THE PRESIDENT/CEO. IN THE EVENT A SITUATION EXISTS WHEREBY A MEMBER OF THE GOVERNING BODY OR ADVISORY COMMITTEE HAS A CONFLICT OF INTEREST, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE GOVERNING BODY. THE GOVERNING BODY WILL THEN RENDER A DECISION OF THAT MEMBER'S ELIGIBILITY TO VOTE ON ANY PARTICULAR ISSUE. DISCLOSURE OF A POTENTIAL CONFLICT AND THE GOVERNING BODY'S DECISION REGARDING THE CONFLICT WILL BE NOTED IN THE MINUTES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT/CEO'S COMPENSATION IS ESTABLISHED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE UTILIZES DATA PROVIDED BY INDEPENDENT COMPENSATION CONSULTANT STUDIES TO PROVIDE A BASIS FOR COMPARISON. ADDITIONALLY AN APPRAISAL OF PERFORMANCE IS ALSO DISCUSSED WITH ALL BOARD MEMBERS. THE APPROVAL OF THE PRESIDENT/CEOS COMPENSATION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. THE ORGANIZATION HAS A COMPENSATION PROGRAM WHICH APPLIES TO ALL PERSONNEL EXCEPT THE PRESIDENT/CEO. THE POLICIES AND PROCEDURES DEFINE THE GENERAL RULES OF OPERATION OF THE COMPENSATION PROGRAM AND THE PRESIDENT/CEO AND BOARD RETAINS THE AUTHORITY TO REVISE THE POLICY AS NEEDED FOR THE EFFECTIVE MANAGEMENT OF THE PROGRAM. THE COMPENSATION PROGRAM WAS INITIALLY DEVELOPED BY AN INDEPENDENT HUMAN RESOURCE CONSULTANT AND IS REVIEWED AS NEEDED. THE SALARY STRUCTURE IS REVIEWED ANNUALLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. HOWEVER, THE FEDERAL FORM 990 IS AVAILABLE UPON REQUEST. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -242,743. |
| FORM 990, PART XI, LINE 2C: | THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |