CHAPTERS HEALTH FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHAPTERS HEALTH FOUNDATION INC (EIN 59-3467282)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-03-30
- IRS object ID
- 201230909349300903
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-30T12:53:57-05:00 | 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 | MOORE STEPHENS LOVELACE PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14400 NW 77TH COURT SUITE 306 | AddressLine1 |
| City | MIAMI LAKES | City |
| State | FL | State |
| ZIP Code | 330161507 | 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 | 593467282 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOSPICE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOSP | NameControl |
| Phone | 7278637971 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12107 MAJESTIC BLVD | AddressLine1 |
| City | HUDSON | City |
| State | FL | State |
| ZIP Code | 34667 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS BARB | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 7278637971 | Phone |
| Date Signed | 2012-03-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KURT A ALTER CPA | Name |
| Phone | 3058199555 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HPH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | THOMAS BARB | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12107 MAJESTIC BLVD | AddressLine1 |
| City | HUDSON | City |
| State | FL | State |
| ZIP Code | 34667 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5336171 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HPH-HOSPICE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | THE ORGANIZATION OPERATES TO ADVANCE UNDERSTANDING, PARTICIPATION AND SUPPORT OF THE MISSION AND PROGRAMS OF HERNANDO-PASCO HOSPICE, INC. AND ITS AFFILIATED NON-FOR-PROFIT ORGANIZATIONS, HONORING OUR COMMUNITY'S SACRED TRUST THROUGH SOUND STEWARDSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1802236 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1827884 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 375495 | InvestmentIncomePriorYear |
| Investment Income Current Year | 997929 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 163827 | OtherRevenuePriorYear |
| Other Revenue Current Year | 228741 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2341558 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3054554 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 727528 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 839676 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 351129 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 329939 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 2100 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 341026 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 211601 | OtherExpensePriorYear |
| Other Expenses Current Year | 190062 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1292358 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1359677 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1049200 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1694877 | RevenuesLessExpensesCY |
| Total Assets BOY | 18893635 | TotalAssetsBOY |
| Total Assets EOY | 15670485 | TotalAssetsEOY |
| Total Liabilities BOY | 283770 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 246075 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18609865 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15424410 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ORGANIZATION OPERATES TO ADVANCE UNDERSTANDING, PARTICIPATION AND SUPPORT OF THE MISSION AND PROGRAMS OF HERNANDO-PASCO HOSPICE, INC. AND ITS AFFILIATED NON-FOR-PROFIT ORGANIZATIONS, HONORING OUR COMMUNITY'S SACRED TRUST THROUGH SOUND STEWARDSHIP. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 858000 | Expense |
| Description | THE ORGANIZATION RECEIVES AND INVESTS FUNDS FOR THE BENEFIT OF HERNANDO-PASCO HOSPICE, INC. AND PROVIDES FUNDRAISING SERVICES TO HERNANDO-PASCO HOSPICE, INC. HERNANDO-PASCO HOSPICE, INC. PROVIDES A FULL PROGRAM OF MEDICAL SUPPORT SERVICES TO HERNANDO, PASCO AND CITRUS COUNTIES. | Description |
| Total Program Service Expense | 858000 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 0 | 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 | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KATHERINE MEOTTI | NamePerson |
| Telephone Number | 7278637971 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12107 MAJESTIC BLVD | AddressLine1 |
| City | HUDSON | City |
| State | FL | State |
| ZIP Code | 34667 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CLARENCE PREVATT | |||||||
| CHAIRMAN | 1.50 | X | X | 0 | 0 | 0 | |
| THERESA BROCK | |||||||
| VICE CHAIRMAN | 1.50 | X | X | 0 | 0 | 0 | |
| MIKE MCHUGH | |||||||
| SECRETARY/TREASURER | 1.50 | X | X | 0 | 0 | 0 | |
| GEORGE GERMANN | |||||||
| DIRECTOR | 1.50 | X | 0 | 0 | 0 | ||
| THOMAS BARB | |||||||
| CHIEF EXECUTIVE OFFICER | 45.00 | X | 0 | 240896 | 100704 | ||
| W RICHARD YOUNG | |||||||
| CHIEF FINANCIAL OFFICER | 45.00 | X | 0 | 165949 | 13214 | ||
| NANCY BROWN | |||||||
| SR VP OF CLINICAL SERVICES | 40.00 | 0 | 128691 | 43263 | X | ||
| DIANNE SKILES | |||||||
| PHARMACIST | 40.00 | 0 | 111532 | 14544 | X | ||
| WILLIAM WIGGINS | |||||||
| PHARMACIST | 40.00 | 0 | 125008 | 7671 | X | ||
| THOMAS UEHLINGER | |||||||
| PHARMACIST | 40.00 | 0 | 119329 | 14636 | X | ||
| ROSEMARIE MILKS | |||||||
| REGIONAL MANAGER | 40.00 | 0 | 163524 | 10669 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1054929 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 204701 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1827884 | AllOtherContributions |
| Total Contributions | 1827884 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 558393 | TotalRevenueColumn |
| Exclusion | $558,393 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2092304 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1652768 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 439536 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 439536 | TotalRevenueColumn |
| Exclusion | $439,536 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 134398 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 33910 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 100488 | TotalRevenueColumn |
| Exclusion | $100,488 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 723192 | GrossSalesOfInventory |
| Cost Of Goods Sold | 594939 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 128253 | TotalRevenueColumn |
| Exclusion | $128,253 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3054554 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,226,670 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 839676 | Total |
| Program Services | 839676 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277094 | Total |
| Program Services | 15230 | ProgramServices |
| Management And General | 72197 | ManagementAndGeneral |
| Fundraising | 189667 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 892 | Total |
| Program Services | 45 | ProgramServices |
| Management And General | 232 | ManagementAndGeneral |
| Fundraising | 615 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30418 | Total |
| Program Services | 1521 | ProgramServices |
| Management And General | 7909 | ManagementAndGeneral |
| Fundraising | 20988 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21535 | Total |
| Program Services | 1077 | ProgramServices |
| Management And General | 5599 | ManagementAndGeneral |
| Fundraising | 14859 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61706 | Total |
| Management And General | 61706 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70665 | Total |
| Fundraising | 70665 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25285 | Total |
| Fundraising | 25285 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6370 | Total |
| Fundraising | 6370 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2822 | Total |
| Management And General | 2328 | ManagementAndGeneral |
| Fundraising | 494 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12660 | Total |
| Program Services | 451 | ProgramServices |
| Management And General | 1423 | ManagementAndGeneral |
| Fundraising | 10786 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376 | Total |
| Fundraising | 376 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 526 | Total |
| Fundraising | 526 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9257 | Total |
| Management And General | 9257 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BUILDING - REPAIRS AND | Description |
| Total | 395 | Total |
| Fundraising | 395 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1359677 | Total |
| Program Services | 858000 | ProgramServices |
| Management And General | 160651 | ManagementAndGeneral |
| Fundraising | 341026 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17412 | BOY |
| EOY | 27287 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40150 | BOY |
| EOY | 23000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13162 | BOY |
| EOY | 13162 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13835771 | BOY |
| EOY | 14000676 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4987140 | BOY |
| EOY | 1606360 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18893635 | BOY |
| EOY | 15670485 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54933 | BOY |
| EOY | 29055 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 228837 | BOY |
| EOY | 217020 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 283770 | BOY |
| EOY | 246075 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18609865 | BOY |
| EOY | 15424410 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18609865 | BOY |
| EOY | 15424410 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18893635 | BOY |
| EOY | 15670485 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1694877 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -4880332 | 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 Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERNANDO PASCO HOSPICE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592217929 | EIN |
| Type Of Organization | 501(C)(3) | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $839,676 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 839676 | SumOfAmounts |
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 CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14173831 | BeginningOfYearBalance |
| Contributions | 736083 | Contributions |
| Investment Earnings Or Losses | 222534 | InvestmentEarningsOrLosses |
| Administrative Expenses | 61707 | AdministrativeExpenses |
| End Of Year Balance | 15070741 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12090177 | BeginningOfYearBalance |
| Contributions | 716682 | Contributions |
| Investment Earnings Or Losses | 1429498 | InvestmentEarningsOrLosses |
| Administrative Expenses | 62526 | AdministrativeExpenses |
| End Of Year Balance | 14173831 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11469494 | BeginningOfYearBalance |
| Contributions | 347061 | Contributions |
| Investment Earnings Or Losses | 350404 | InvestmentEarningsOrLosses |
| Administrative Expenses | 76782 | AdministrativeExpenses |
| End Of Year Balance | 12090177 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MONEY MARKET | 737700 | F |
| ANNUITY FUNDS | 360571 | F |
| REAL ESTATE - ENDOWMENT | 614103 | F |
| STOCK/EQUITIES | 4117091 | F |
| BONDS | 8171211 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 14000676 | TotalOfBookValueSecurities |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| LEGACY FUND | 26405 |
| DEPOSITS | 11509 |
| DUE FROM HPH REAL ESTATE, INC. | 352456 |
| DUE FROM HPH REAL ESTATE, INC. | 1010000 |
| DUE FROM HERNANDO PASCO HOSPICE, INC. | -309010 |
| DUE FROM HPH SOUTH, INC. | 515000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1606360 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY OBLIGATIONS | Description |
| Amount | $217,020 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 217020 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| Explanation | THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE FUTURE CASH FLOW FOR OPERATION AND OTHER DESIGNATED UNRESTRICTED PURPOSES USED BY THE BOARD OF DIRECTORS OF HERNANDO PASCO HOSPICE, INC.. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TREE OF LIFE | NameOfEvent1 |
| Gross Receipts Event1 | 134398 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 134398 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 3000 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 30910 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 134398 | GrossReceiptsTotal |
| Gross Revenue Total Events | 134398 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 3000 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 30910 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 33910 | DirectExpenseSummaryEvents |
| Net Income Summary | 100488 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERNANDO PASCO HOSPICE INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12107 MAJESTIC BLVD | AddressLine1 |
| City | HUDSON | City |
| State | FL | State |
| ZIP Code | 34667 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 592217929 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 839676 | AmountOfCashGrant |
| Method Of Valuation | BOOK | MethodOfValuation |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATIONS SOLE PURPOSE IS TO SUPPORT HERNANDO-PASCO HOSPICE, INC, (HPH) A RELATED 501(C)(3) ORGANIZATION. THE MAJORITY OF THE BOARD MEMBERS OF THE ORGANIZATION ARE ALSO BOARD MEMBERS OF HPH AND OVERSEE ALL ALLOCATIONS OF THE GRANT MONEY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS BARB | |||||||||||||
| 0 | 240896 | 0 | 0 | 0 | 0 | 0 | 88843 | 0 | 11861 | 0 | 341600 | 0 | 0 |
| W RICHARD YOUNG | |||||||||||||
| 0 | 165949 | 0 | 0 | 0 | 0 | 0 | 1659 | 0 | 11555 | 0 | 179163 | 0 | 0 |
| NANCY BROWN | |||||||||||||
| 0 | 128691 | 0 | 0 | 0 | 0 | 0 | 42287 | 0 | 976 | 0 | 171954 | 0 | 0 |
| ROSEMARIE MILKS | |||||||||||||
| 0 | 163524 | 0 | 0 | 0 | 0 | 0 | 1635 | 0 | 9034 | 0 | 174193 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS BEFORE BEING FILED. | |
| THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL "INTERESTED PERSONS," WHICH INCLUDES OFFICERS, DIRECTORS, MEMBERS OF ANY COMMITTEE OF THE BOARD, AND MEMBERS OF THE IMMEDIATE FAMILIES OF SUCH INDIVIDUALS. THE DESIGNATED COMPLIANCE OFFICER ROUTINELY REVIEWS THE EXISTING RELATIONSHIPS BETWEEN THE HOSPICE AND ITS "INTERESTED PERSONS", OTHER CARE PROVIDERS, EDUCATIONAL INSTITUTIONS AND PAYERS TO ASSURE THAT ALL RELATIONSHIPS ARE WITHIN THE LAW AND REGULATIONS. IF ANY CONFLICTS OF INTEREST ARE FOUND TO EXIST, THE COMPLIANCE OFFICER IMMEDIATELY REPORTS THE POTENTIAL CONFLICT TO THE CHIEF EXECUTIVE OFFICER. ANY VOTING MEMBER INVOLVED IN A CONFLICT OF INTEREST MUST IMMEDIATELY DISCLOSE IT TO THE CHAIRMAN OF THE BOARD AND IS DISALLOWED FROM VOTING ON ANY MATTERS RELATING TO ANY TRANSACTION WITH AN "INTERESTED PERSON" OR ENTITY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION ENSURES THAT A REASONABLE AND COMPETITIVE PRESIDENT AND CHIEF EXECUTIVE OFFICER COMPENSATION PACKAGE CONSISTENT WITH MARKET-BASED COMPENSATION PRACTICES IS OFFERED. AN INDEPENDENT COMPENSATION AND BENEFITS COMMITTEE IS APPOINTED BY THE BOARD TO REVIEW THE PERFORMANCE OF THE EXECUTIVE OFFICERS, INCLUDING THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. UPON REPORTING TO THE BOARD AT THE SUBSEQUENT BOARD MEETING, THE BOARD THEN APPROVES THE SALARY AND BENEFITS OF THE EXECUTIVE OFFICERS. THE DECISIONS OF THE BOARD REGARDING THE COMPENSATION ARRANGEMENT ARE DOCUMENTED WITHIN THE MEETING MINUTES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -774,691. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -26,537. NET ASSET TRANSFER -4,079,104. TOTAL TO FORM 990, PART XI, LINE 5: -4,880,332. | FORM 990, PART XI, LINE 5: |
| OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT | THE FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDITED FINANCIALS AND FOR INTERVIEWING INDEPENDENT ACCOUNTANTS. THEY MAKE THEIR RECOMMENDATION TO THE FULL BOARD, WHO VOTE TO SELECT THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HERNANDO PASCO HOSPICE INC | ||||||||||
| 12107 MAJESTIC BLVD | HUDSON | FL | 34667 | 592217929 | PROVIDE MEDICAL AND SUPPORT SERVICES TO INDIVIDUALS FACING TERMINAL ILLNESS. | FL | 501(C)(3) | 9 | N/A | 0 |
| HPH REAL ESTATE INC | ||||||||||
| 12107 MAJESTIC BLVD | HUDSON | FL | 34667 | 593467283 | PROVIDE AND MAINTAIN PHYSICAL FACILITIES FOR RELATED 501(C)(3) ORGANIZATIONS | FL | 501(C)(2) | N/A | 0 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HPH SOUTH INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12107 MAJESTIC BLVD | AddressLine1 |
| City | HUDSON | City |
| State | FL | State |
| ZIP Code | 34667 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271436121 | EIN |
| Primary Activity | PROVIDE HOSPICE AND RELATED HEALTH CARE SERVICES | PrimaryActivity |
| Legal Domicile State | FL | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | 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 (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HPH REAL ESTATE INC | ||
| D | 217352 | FAIR MARKET VALUE |
| HERNANDO PASCO HOSPICE INC | ||
| B | 839676 | FAIR MARKET VALUE |
| HERNANDO PASCO HOSPICE INC | ||
| D | 1253367 | FAIR MARKET VALUE |
| HERNANDO PASCO HOSPICE INC | ||
| E | 54107 | FAIR MARKET VALUE |
| HERNANDO PASCO HOSPICE INC | ||
| N | 589617 | FAIR MARKET VALUE |
| HPH REAL ESTATE INC | ||
| D | 850000 | FAIR MARKET VALUE |
| HPH REAL ESTATE INC | ||
| E | 120000 | FAIR MARKET VALUE |
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