2011-11-15T14:32:17-06:00 2010-12-31 LARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2010-01-01 592935928 HOSPICE OF THE COMFORTER INC HOSP 4076820808 480 W CENTRAL PARKWAY ALTAMONTE SPRINGS FL 32714 ROBERT G WILSON 4078622643 2011-11-15 1 LORI SIMS 4078021200 2011-11-15 2010 2016-03-07 17:11:31Z ROBERT G WILSON 480 W CENTRAL PARKWAY ALTAMONTE SPRINGS FL 32714 56167588 0 X WWW.HOSPICEOFTHECOMFORTER.ORG X 1990 FL TO PROVIDE COMPASSIONATE & EXPERT CARE TO HOSPICE PATIENTS. 14 12 626 478 0 0 1480041 1724982 45157978 45397275 115831 298216 83310 99591 46837160 47520064 20000 20000 0 0 24462275 27045749 46379 28304 416831 19093497 19279768 43622151 46373821 3215009 1146243 28545462 29855945 13077396 13545096 15468066 16310849 X HOSPICE OF COMFORTER IS COMPASSIONATE PEOPLE PROVIDING COMPASSIONATE AND EXPERT END OF LIFE CARE. HOSPICE IS GUIDED BY THE HIGHEST ETHICAL PRINCIPLES WHILE CARING FOR THE PHYSICAL, EMOTIONAL AND SPIRITUAL NEEDS OF PATIENTS AND THEIR FAMILIES FACING AN INCURABLE ILLNESS. 1 0 35662636 45148771 HOSPICE SERVICES IN ORANGE, SEMINOLE, AND OSCEOLA COUNTIES - IN 2010, HOSPICE OF THE COMFORTER PROVIDED END OF LIFE CARE TO 3,794 ADULTS AND CHILDREN RESIDING IN ORANGE, SEMINOLE OR OSCEOLA COUNTIES EITHER IN THEIR HOMES OR IN THE HOSPICE HOUSE (942 PATIENTS) OR ROBISON RESIDENCE (38 PATIENTS). OUR COMPASSIONATE INTER-DISCIPLINARY CARE TEAMS ARE COMPRISED OF DOCTORS, NURSES, HOME HEALTH CARE AIDES, SOCIAL WORKERS, CHAPLAINS AND VOLUNTEERS WITH A TOTAL STAFF OF 496 (FT, PT, PD) AND 478 ACTIVE VOLUNTEERS. IN ADDITION, EQUIPMENT, MEDICATION AND SUPPORT ARE PROVIDED TO ALL PATIENTS THROUGH HOSPICE INSURANCE BENEFITS; NO ONE IS TURNED AWAY DUE TO AN INABILITY TO PAY FOR SERVICES. $547,737 WAS PROVIDED IN CHARITY CARE DURING 2010. HOSPICE OF THE COMFORTER IS THE LEADER IN INNOVATIVE, COMPASSIONATE AND EXPERT CARE RECOGNIZED THROUGHOUT THE CENTRAL FLORIDA COMMUNITY IN COOPERATION WITH NUMEROUS COMMUNITY PARTNERS WITH 214 EDUCATIONAL COMMUNITY PRESENTATIONS DURING THE YEAR. HOSPICE OF THE COMFORTER WAS RECOGNIZED BY THE AMERICAN HEART ASSOCIATION WITH THE FIT FRIENDLY GOLD LEVEL AWARD AND BY THE ORLANDO SENTINEL WITH THE TOP 100 COMPANIES FOR WORKING FAMILIES AWARD (#14). 259031 248504 ROBISON RESIDENCE - IN 2010, THE COMMUNITY RECEIVED ITS FIRST FREE-STANDING RESIDENTIAL HOSPICE FACILITY SERVING ORANGE, SEMINOLE, AND OSCEOLA COUNTIES. THE GERALD D. ROBISON RESIDENCE OPENED ON JULY 27, 2010 TO MEET THIS TREMENDOUS NEED IN CENTRAL FLORIDA PROVIDING RESIDENTIAL CARE TO HOSPICE PATIENTS WHO HAVE NO CAREGIVER AT HOME OR WHO REQUIRE A MODERATE LEVEL OF CARE THAT IS UNAVAILABLE IN THEIR HOME. THE RENOVATED HOME ON OUR ALTAMONTE SPRINGS CAMPUS HAS SIX PRIVATE ROOMS AND IS STAFFED 24 HOURS A DAY. FAMILIES CAN VISIT RESIDENTS SEVEN DAYS A WEEK AND ARE WELCOME TO VISIT AND STAY IN THIS HOME-LIKE, WOODED, STATE OF THE ART ENVIRONMENT. THANKS TO COMMUNITY DONORS, CORPORATIONS, AND FOUNDATIONS, THIS HOME BECAME A REALITY IN 2010, SERVING 38 PATIENTS IN JUST THE FIRST 5 MONTHS. HOSPICE HOUSE, A 16-BED INPATIENT FACILITY (THE ONLY FREE-STANDING FACILITY IN THE TRI-COUNTY AREA SINCE IT'S CONSTRUCTION IN 2008) SERVED 942 PATIENTS IN 2010; FAMILIES CAN VISIT IN THE CAFE AND FAMILY ROOM OR WITH THEIR LOVED ONES WHO ARE PATIENTS IN INDIVIDUAL SUITES WITH PRIVATE GARDEN ROOMS. THIS IS A SPECIAL PLACE FOR ACUTE PAIN AND SYMPTOM MANAGEMENT THAT CANNOT BE MANAGED AT HOME OR BY CAREGIVERS. THE COMMUNITY NEEDED HOSPICE, AND HOSPICE NEEDED THE COMMUNITY. 390408 0 HORIZONS BEREAVEMENT CENTERS - HOSPICE OF THE COMFORTER CONTINUES TO CARE FOR THE FAMILIES OF OUR PATIENTS AND COMMUNITY RESIDENTS FOR 13 MONTHS AFTER EXPERIENCING A DEATH. BECAUSE OF THIS COMMITMENT, OUR HORIZON'S LOSS PROGRAM FOR ADULTS PROVIDED 2,219 PERSONAL BEREAVEMENT SESSIONS AND 245 GRIEF SUPPORT GROUP SESSIONS TO 645 INDIVIDUALS BY TRAINED GRIEF COUNSELORS. IN ADDITION, WE ARE THE ONLY CONTRACTED AGENCY WITH ORANGE, SEMINOLE AND OSCEOLA COUNTY PUBLIC SCHOOLS TO PROVIDE GRIEF SUPPORT TO CHILDREN IN ELEMENTARY, MIDDLE AND HIGH SCHOOL- IN 2010 WE PROVIDED GRIEF COUNSELING TO 823 STUDENTS DURING THEIR SCHOOL DAY IN 81 SCHOOLS. WE ARE WELL-KNOWN THROUGHOUT CENTRAL FLORIDA AS THE LEADER IN GRIEF SUPPORT WHERE WE NOT ONLY CARE FOR THOSE EXPERIENCING THE LOSS OF A HOSPICE PATIENT WE HAVE SERVED; IN ADDITION, OUR INDIVIDUAL SESSIONS AND GROUPS ARE OPEN TO MEMBERS OF OUR COMMUNITY AT LARGE WHO ARE GRIEVING AND THERE IS NEVER A COST FOR OUR SERVICES, RELYING ON OUR COMMUNITY FOR THIS IMPORTANT PROGRAM. 36312075 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 51 0 626 1 0 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X ROBERT G WILSON 4076820808 480 W CENTRAL PARKWAY ALTAMONTE SPRINGS FL 32714 ROBERT G WILSON 40.00 X X 326961 0 22050 PEGGY A THOMAS 0.30 X 0 0 0 JACK D CADDEN 0.30 X X 0 0 0 CRAIG S PEARLMAN 0.30 X X 0 0 0 BILL L KING 0.30 X 0 0 0 DWAN M MCANDREWS 0.30 X 0 0 0 MITCHELL R MIKKONEN 40.00 X X 110255 0 7313 MARK HILLS 0.30 X 0 0 0 JILL S SCHWARTZ 0.30 X X 0 0 0 JO C SIMONINI 0.30 X X 0 0 0 BONNIE J HANNAH 0.30 X 0 0 0 BERNELL HUNTER 0.30 X 0 0 0 YAMILE M LUNA 0.30 X 0 0 0 ROBERT J WATSON 0.30 X 0 0 0 ERIC MOORE 40.00 X 177111 0 13022 SHERRY BROOKS 40.00 X 149173 0 250 MARIA ROSADO 40.00 X 157353 0 6432 DR RHONDA RINGER 40.00 X 144617 0 0 EDUARDO DIAZ 40.00 X 175563 0 3483 RONALD RYAN 40.00 X 172640 0 1059 1413673 0 53609 8 0 1 0 0 52283 1672699 307800 1724982 HOSPICE SERVICES 623000 45148771 45148771 ROBISON RESIDENCE 623000 248504 248504 45397275 208272 208272 8529324 8439380 89944 89944 89944 307735 52283 208144 99591 99591 47520064 45397275 0 397807 20000 20000 1025822 228028 749102 48692 17092738 14261426 2685486 145826 702558 459735 236833 5990 6845927 5208484 1578568 58875 1378704 1109445 252481 16778 154969 150009 4960 66955 66955 28304 28304 15696 15696 91002 91002 416612 416612 743147 330071 389008 24068 383135 383135 202502 202502 718586 653062 65524 23632 6861 13051 3720 225659 225659 1556958 1556958 537610 300354 232686 4570 NURSING HOME ROOM AND B 6559832 6559832 MISCELLANEOUS 3192884 2970141 147695 75048 MEDICAL COSTS, SUPPLIES 2399268 2399268 CONTRACT LABOR 1143165 1143165 CHARITABLE EXPEDITURES 276955 276955 571201 571201 46373821 36312075 9644915 416831 1151166 -107010 1725144 861252 255808 166123 2297700 627865 234220 634929 573938 635293 23444782 4081489 18845334 19363293 3298987 7257429 163165 416771 28545462 29855945 3469264 4334100 9180000 8735000 428132 475996 13077396 13545096 X 15212258 16144725 255808 166124 15468066 16310849 28545462 29855945 X 1146243 -303460 X X 0 1 1 X 0 X 1568130 1512557 1835307 1480041 1724982 8121017 23802710 28564713 37383851 45157978 45397275 180306527 25370840 30077270 39219158 46638019 47122257 188427544 0 0 0 188427544 549119 397536 111174 115831 298216 1471876 549119 397536 111174 115831 298216 1471876 32485 53645 167720 253850 25952444 30528451 39498052 46753850 47420473 190153270 0.99090 0.99060 0.00770 0.00760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2490450 2490450 16192906 1903906 14289000 7687 7395 292 2412765 1581179 831586 2340974 589009 1751965 19363293 BONDS, SECURITIES, MUTUAL FUNDS 7257429 C 7257429 INTEREST RATE SWAP LIABILITY 475996 475996 47520064 46373821 1146243 -165912 -137548 -303460 842783 47728208 0 47728208 -208144 -208144 47520064 46581965 208144 208144 46373821 0 46373821 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2006 TO 2009 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP CONTRACT -47,864. DECREASE IN TEMPORARY RESTRICTED NET ASSETS -89,684. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES X X X X X X X 1 WEARABLE ARTART BOULEVARD 130 E ALTAMONTE DRIVE ALTAMONTE SPRINGS FL 32791 LIFE.ART.MUSIC - LIVE AUCTION 0 51250 25392 25858 WEARABLE ARTART BOULEVARD 130 E ALTAMONTE DRIVE ALTAMONTE SPRINGS FL 32791 LIFE.ART.MUSIC - SILENT AUCTION 0 27905 2912 24993 79155 28304 50851 FL LIFE, ART, MUSIC 2010 324180 16445 307735 71217 127514 GIFT OF HOPE BREAKFAST 2010 35838 35838 1000 5197 3216 360018 52283 307735 1000 76414 130730 208144 99591 1 UCF FOUNDATION 12424 RESEARCH PARKWAY SUITE 250 ORLANDO FL 32826 592924021 20000 TO FUND A SCHOLARSHIP FOR A UCF MEDICAL STUDENT. 1 X 1 1 X 0 1 0 0 0 0 0 0 0 ROBERT G WILSON 326961 0 0 0 0 0 22050 0 0 0 349011 0 0 0 ERIC MOORE 177111 0 0 0 0 0 13022 0 0 0 190133 0 0 0 MARIA ROSADO 157353 0 0 0 0 0 6432 0 0 0 163785 0 0 0 EDUARDO DIAZ 175563 0 0 0 0 0 3483 0 0 0 179046 0 0 0 RONALD RYAN 172640 0 0 0 0 0 1059 0 0 0 173699 0 0 0 PART I, LINE 1A A PASTORAL HOUSING ALLOWANCE WAS INCLUDED IN THE W-2 FOR ROBERT WILSON. THIS WAS STRICTLY A REPORTING ITEM ON FORM W-2. THIS ALLOWANCE WAS NOT TAXABLE COMPENSATION TO ROBERT WILSON; NO ADDITIONAL COMPENSATION PROVIDED. HOSPICE OF THE COMFORTER INC 592935928 816689AA1 2006-02-28 10980000 TO FUND CONSTRUCTION ON HOSPICE HOUSE, INPATIENT FACILITY 0 0 0 10980000 265018 7579324 2008 0 0 1 1 0 0 0 0 0 0 0 1 1 FIFTH 3RD BANK 10.000000000000 0 0 0 0 0 X 1 19000 OPINION OF EXPERTS X FLOWERS & FLORAL SUPPLIES 1 67248 SELLING PRICE X AUDIO, VISUAL EQUIPMENT 1 12571 SELLING PRICE X MISCELLANEOUS ITEMS 4 34093 SELLING PRICE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): MISCELLANEOUS ITEMS INCLUDE PRINTING OF SPONSOR BROCHURES, 600 JARS OF MOISTURIZING CREAM, OXYGEN DONATION, AND 200 GIFT CARDS AND SNOWFLAKE GIFTS FOR HORIZONS LOSS BEREAVEMENT PROGRAM AND HOSPICE OF THE COMFORTER PATIENTS AND THEIR FAMILIES. NON REPORTING OF REVENUE: PART I, LINE 33: IN-KIND OR NON CASH CONTRIBUTIONS ARE NOT RECORDED AS REVENUE IN THIS ORGANIZATION. HOSPICE OF THE COMFORTER HAS A CORRESPONDING EXPENSE ACCOUNT FOR ALL IN-KIND REVENUE RECORDED. THE END RESULT ON THE INCOME STATEMENT IS $0 BALANCE. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 ADDITION OF A FREE-STANDING RESIDENTIAL HOSPICE FACILITY, THE GERALD D. ROBISON RESIDENCE. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE, THE FINANCE COMMITTEE, AND THEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS WITH CONFLICTS OF INTEREST ARE EXCLUDED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 ALL POSITIONS WERE REVIEWED AND UPDATED IN 2009. FORM 990, PART VI, SECTION C, LINE 19 INDIVIDUALS MAY LOCATE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ON THE ORGANIZATION'S WEBSITE OR THE INFORMATION MAY BE FAXED UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -165,912. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP CONTRACT -47,864. DECREASE IN TEMPORARY RESTRICTED NET ASSETS -89,684. TOTAL TO FORM 990, PART XI, LINE 5: -303,460. FORM 990, PART XI, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. THE COMFORTER HEALTH CARE GROUP INC 480 W CENTRAL PARKWAY ALTAMONTE SPRINGS FL 32714 271857940 HOSPICE SERVICES FL 501(C)(3) TYPE 3 0 HOSPICE OF THE COMFORTER FOUNDATION INC 480 W CENTRAL PARKWAY ALTAMONTE SPRINGS FL 32714 271858033 SUPPORTING ORGANIZATION FL 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RELATED TAX EXEMPT ORGANIZATION SCHEDULE R, PART II THE COMFORTER HEALTH CARE GROUP, INC. RECEIVED NOTIFICATION FOR 501(C)(3) STATUS WITH THE IRS ON DECEMBER 15, 2010. THERE WAS NO ACTIVITY OR ASSETS CONTRIBUTED TO THE COMFORTER HEALTH CARE GROUP, INC. BEFORE THE 2010 YEAR END. HOSPICE OF THE COMFORTER FOUNDATION, INC. APPLIED FOR 501(C)(3) STATUS WITH THE IRS IN FEBRUARY, 2010 AND IS STILL WAITING FOR A RESPONSE. THERE WAS NO ACTIVITY OR ASSETS CONTRIBUTED TO HOSPICE OF THE COMFORTER FOUNDATION, INC. BEFORE THE 2010 YEAR END.