TRUSTBRIDGE INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTBRIDGE INC (EIN 20-3974015)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-13
- IRS object ID
- 202632259349302553
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-13T14:11:13+00:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 E PALMETTO PARK ROAD SUITE 403 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203974015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTBRIDGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 5618485200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 CAPITAL DRIVE | AddressLine1Txt |
| City | LAKEWOOD RANCH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARRAH LOWRY | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 5618485200 | PhoneNum |
| Signature | 2026-08-13 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | APRIL ARNOLD | PreparerPersonNm |
| PTIN | P01559426 | PTIN |
| Phone | 5612991820 | PhoneNum |
| Preparation | 2026-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN FLEECE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 CAPITAL DRIVE | AddressLine1Txt |
| City | LAKEWOOD RANCH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $56,228,500 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRUSTBRIDGE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR THE PURPOSE OF PROVIDING MANAGEMENT AND OTHER SUPPORT SERVICES TO THE HOSPICE OF PALM BEACH COUNTY AND OTHER RELATED TAX-EXEMPT ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 256 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $172,256 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,636 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $89,600 | PYContributionsGrantsAmt |
| CY Contributions Grants | $165,905 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,423,638 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $54,464,431 | CYProgramServiceRevenueAmt |
| PY Investment Income | $344,599 | PYInvestmentIncomeAmt |
| CY Investment Income | $325,085 | CYInvestmentIncomeAmt |
| PY Other Revenue | $466,288 | PYOtherRevenueAmt |
| CY Other Revenue | $1,273,079 | CYOtherRevenueAmt |
| PY Total Revenue | $40,324,125 | PYTotalRevenueAmt |
| CY Total Revenue | $56,228,500 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,596,863 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,358,776 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,801,119 | PYOtherExpensesAmt |
| CY Other Expenses | $24,971,668 | CYOtherExpensesAmt |
| PY Total Expenses | $40,397,982 | PYTotalExpensesAmt |
| CY Total Expenses | $58,330,444 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$73,857 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,101,944 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $221,532,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $283,811,653 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,573,445 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,758,527 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $183,958,890 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $241,053,126 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TRUSTBRIDGE, INC. IS ORGANIZED & OPERATED EXCLUSIVELY FOR THE PURPOSE OF PROVIDING MANAGEMENT, ADMINISTRATIVE, & OTHER SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS: HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE BY THE SEA INC. AND AFFILIATES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $32,516,604 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $54,464,431 | RevenueAmt |
| Desc | TRUSTBRIDGE, INC. PROVIDES MANAGEMENT, ADMINISTRATIVE, AND OTHER SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS: HOSPICE OF PALM BEACH COUNTY, INC., TRUSTBRIDGE FOUNDATION, INC., HOSPICE BY THE SEA, INC., THE MEDICAL STORE OF PALM BEACH COUNTY, INC., FOCUS CARE HOME HEALTH, INC., AND HARBOR PALLIATIVE CARE SERVICES, INC. | Desc |
| Total Program Service Expenses | $32,516,604 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 256 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | false | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAIDA BOUHAMID | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3528737400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 CAPITAL DRIVE | AddressLine1Txt |
| City | LAKEWOOD RANCH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RANDY LEVITT | ||||||||||
| VICE CHAIR | 1.0 | 3.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| THOMAS G BURNS | ||||||||||
| SECRETARY | 1.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM QUINN II | ||||||||||
| CHAIRMAN | 1.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HEATHER SIEGEL MILLER | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| KRISTIN AHR | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARIAN PEARLMAN NEASE | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| MAURICE WOODS | ||||||||||
| DIRECTOR | 1.0 | 3.0 | Yes (X) | $0 | $0 | $0 | ||||
| AMANDA TIPPIN | ||||||||||
| CORPORATE COMPLIANCE/PRIVACY OFFICER | 40.0 | 2.0 | Yes (X) | $226,417 | $0 | $26,449 | ||||
| BIVEK K PATHAK | ||||||||||
| CIO | 40.0 | 0 | Yes (X) | $540,061 | $0 | $70,171 | ||||
| CHARLES E SNIDER | ||||||||||
| CHRO | 40.0 | 3.0 | Yes (X) | $365,674 | $0 | $27,518 | ||||
| CHRISTY HENDRICKS | ||||||||||
| CHIEF LEGAL OFFICER | 1.0 | 56.0 | Yes (X) | $0 | $407,068 | $54,425 | ||||
| JONATHAN FLEECE | ||||||||||
| PRESIDENT/CEO | 1.0 | 54.0 | Yes (X) | $0 | $727,103 | $65,307 | ||||
| KATHERINE L BRAZZALE MD | ||||||||||
| CHIEF MEDICAL OFFICER | 40.0 | 4.0 | Yes (X) | $495,810 | $0 | $27,300 | ||||
| SAIDA BOUHAMID | ||||||||||
| CFO | 1.0 | 56.0 | Yes (X) | $0 | $452,474 | $56,023 | ||||
| TARRAH L LOWRY | ||||||||||
| CHIEF OPERATING OFFICER | 1.0 | 54.0 | Yes (X) | $0 | $616,625 | $54,771 | ||||
| MARIAELENA CARABALLO DO | ||||||||||
| ASSOCIATE MEDICAL DIRECTOR | 40.0 | 0 | $299,244 | $0 | $62,528 | Yes (X) | ||||
| RAHAT ABBAS DO | ||||||||||
| ASSOCIATE MEDICAL DIRECTOR | 40.0 | 0 | $401,570 | $0 | $41,778 | Yes (X) | ||||
| RICHARD L TEITZMAN DO | ||||||||||
| ASSOCIATE MEDICAL DIRECTOR | 40.0 | 0 | $456,743 | $0 | $69,406 | Yes (X) | ||||
| ALYSSA CADWALADER | ||||||||||
| VP CONTINUOUS IMPROVEMENT | 40.0 | 0 | $153,223 | $0 | $18,800 | Yes (X) | ||||
| DARRELL POTEET | ||||||||||
| DIRECTOR OF INFORMATION SECURITY | 40.0 | 0 | $114,161 | $0 | $24,447 | Yes (X) | ||||
| JOAN HARRINGTON | ||||||||||
| DIRECTOR OF REIMBURSEMENTS | 40.0 | 0 | $174,238 | $0 | $22,798 | Yes (X) | ||||
| MALATHI ARUMUGAM | ||||||||||
| DIRECTOR OF BUSINESS APPLICATION | 40.0 | 0 | $168,227 | $0 | $29,300 | Yes (X) | ||||
| MONIKA K ZAMOJSKI | ||||||||||
| SR CLINICAL ADMIS MGR | 40.0 | 0 | $128,606 | $0 | $27,917 | Yes (X) | ||||
| DAVID FIELDING | ||||||||||
| FORMER CEO | 0.0 | 0.0 | $1,247,922 | $0 | $14,184 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,771,896 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,203,270 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $693,122 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 40 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTELLATRIAGE LLC | |||||
| 8011 BROOKS CHAPEL RD 1687 | BRENTWOOD | TN | 37027 | PATIENT CARE SERVICES | $1,901,692 |
| OTD INC | |||||
| 33620 NE 5TH AVE | OAKLAND PARK | FL | 33334 | DELIVERY SERVICES | $1,068,487 |
| CAMBRIDGE SECURITY SERVICES CORPORATION | |||||
| PO BOX 60479 | CHARLOTTE | NC | 28260 | SECURITY SERVICES | $962,555 |
| TRULIACARE LLC | |||||
| 131 RECKLESSTOWN WAY | CHESTERFIELD | NJ | 08515 | IT SERVICES | $717,172 |
| PRINT BASICS INC | |||||
| 1061 SOUTHWEST 30TH AVE | DEERFIELD BEACH | FL | 33442 | PRINTING SERVICES | $443,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $165,905 | RelatedOrganizationsAmt |
| Total Contributions | $165,905 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GENERAL CHARGES TO AFFILIATES | 561000 | $38,526,322 | $38,526,322 |
| PHYSICAN CHARGES TO AFFILIATES | 621110 | $12,068,933 | $12,068,933 |
| AFFILIATES USE OF DME | 900099 | $3,869,176 | $3,869,176 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $54,464,431 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $322,155 | TotalRevenueColumnAmt |
| Exclusion | $322,155 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $2,930 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $2,930 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,930 | TotalRevenueColumnAmt |
| Exclusion | $2,930 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | $864,036 | $0 | $0 | $864,036 |
| CAFETERIA | 722514 | $236,787 | $0 | $0 | $236,787 |
| MANAGEMENT REVENUE | 551100 | $172,256 | $0 | $172,256 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,273,079 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,228,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,464,431 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $172,256 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,425,908 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,680,964 | TotalAmt |
| Program Services | $1,176,675 | ProgramServicesAmt |
| Management And General | $504,289 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,027,496 | TotalAmt |
| Program Services | $15,495,814 | ProgramServicesAmt |
| Management And General | $10,531,682 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,949 | TotalAmt |
| Program Services | $171,949 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,464,747 | TotalAmt |
| Program Services | $1,836,576 | ProgramServicesAmt |
| Management And General | $1,628,171 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,013,620 | TotalAmt |
| Program Services | $1,203,388 | ProgramServicesAmt |
| Management And General | $810,232 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,318 | TotalAmt |
| Program Services | $49,318 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081,201 | TotalAmt |
| Program Services | $122,089 | ProgramServicesAmt |
| Management And General | $959,112 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,496 | TotalAmt |
| Management And General | $233,496 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,109,433 | TotalAmt |
| Program Services | $656,324 | ProgramServicesAmt |
| Management And General | $1,453,109 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,229 | TotalAmt |
| Management And General | $124,229 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133,216 | TotalAmt |
| Program Services | $1,489,627 | ProgramServicesAmt |
| Management And General | $643,589 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,963,591 | TotalAmt |
| Management And General | $4,963,591 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,463,380 | TotalAmt |
| Program Services | $4,712,690 | ProgramServicesAmt |
| Management And General | $1,750,690 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $844,752 | TotalAmt |
| Program Services | $269,158 | ProgramServicesAmt |
| Management And General | $575,594 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,824 | TotalAmt |
| Program Services | $81,035 | ProgramServicesAmt |
| Management And General | $189,789 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,361 | TotalAmt |
| Management And General | $824,361 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,895,460 | TotalAmt |
| Program Services | $2,895,460 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,416,549 | TotalAmt |
| Program Services | $1,416,549 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIETARY | $330,819 | $330,819 | |
| HOUSEKEEPING/LAUNDRY | $273,576 | $273,576 | |
| MEDICAL AND SMALL EQUIPMENT | $220,627 | $190,993 | $29,634 |
| UNIFORMS | $73,210 | $72,862 | $348 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,626 | TotalAmt |
| Program Services | $71,702 | ProgramServicesAmt |
| Management And General | $591,924 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,330,444 | TotalAmt |
| Program Services | $32,516,604 | ProgramServicesAmt |
| Management And General | $25,813,840 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,756,672 | BOYAmt |
| EOY | $4,813,753 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,515 | BOYAmt |
| EOY | $422,960 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $326,237 | BOYAmt |
| EOY | $273,711 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,005,989 | BOYAmt |
| EOY | $1,053,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,044,167 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,438,544 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,884,159 | BOYAmt |
| EOY | $2,605,623 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,450,788 | BOYAmt |
| EOY | $256,896,260 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,944,975 | BOYAmt |
| EOY | $17,746,148 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,532,335 | BOYAmt |
| EOY | $283,811,653 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,807,009 | BOYAmt |
| EOY | $9,710,024 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,124,996 | BOYAmt |
| EOY | $16,197,913 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,641,440 | BOYAmt |
| EOY | $16,850,590 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,573,445 | BOYAmt |
| EOY | $42,758,527 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,968,543 | BOYAmt |
| EOY | $237,828,038 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,990,347 | BOYAmt |
| EOY | $3,225,088 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,958,890 | BOYAmt |
| EOY | $241,053,126 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,532,335 | BOYAmt |
| EOY | $283,811,653 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,101,944 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $59,196,180 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 6 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (6 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| TRUSTBRIDGE FOUNDATION INC | ||||
| 203974070 | 7 | Yes (true) | $0 | $296,562 |
| THE MEDICAL STORE OF PALM BEACH COUNTY INC | ||||
| 202835810 | 9 | false | $0 | $0 |
| HOSPICE OF PALM BEACH COUNTY INC | ||||
| 591825937 | 9 | Yes (true) | $0 | $4,300,952 |
| FOCUS CARE HOME HEALTH INC | ||||
| 263595560 | 9 | Yes (true) | $0 | $0 |
| HARBOR PALLIATIVE CARE SERVICES INC | ||||
| 800674849 | 9 | Yes (true) | $0 | $166,162 |
| HOSPICE BY THE SEA INC | ||||
| 591952942 | 9 | Yes (true) | $0 | $2,609,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 6 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $7,373,421 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | false | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | false | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 1 SUPPORTED ORGS LISTED BY NAME | THE FOLLOWING ORGANIZATIONS ARE LISTED BY NAME IN TRUSTBRIDGE'S ARTICLES OF INCORPORATION AS SUPPORTED ORGANIZATIONS: -HOSPICE OF PALM BEACH COUNTY, INC -HOSPICE BY THE SEA, INC -TRUSTBRIDGE FOUNDATION, INC (F/K/A HOSPICE OF PALM BEACH COUNTY FOUNDATION, INC.) -HARBOR PALLIATIVE CARE SERVICES, INC -FOCUSCARE HOME HEALTH, INC PURSUANT TO TRUSTBRIDGE'S ARTICLES OF INCORPORATION, TRUSTBRIDGE MAY BE OPERATED FOR THE BENEFIT OF ANY NEW OR ADDITIONAL ORGANIZATIONS DESCRIBED IN SECTION 509(A)(1) OR 509 (A)(2) OF THE CODE WHICH ARE CLOSELY RELATED IN PURPORSE OR FUNCTION TO THE ENTITIES LISTED ABOVE, AS SHALL BE DETERMINED BY THE BOARD OF DIRECTORS OF TRUSTBRIDGE. THE MEDICAL STORE OF PALM BEACH COUNTY, INC. IS A SUPPORTED ORGANIZATION OF TRUSTBRIDGE THAT IS DESIGNATED BY CLASS OR PURPORSE IN TRUSTBRIDGE'S ARTICLES OF INCORPORATION BECAUSE IT IS EXEMPT UNDER SECTION 509(A)(2) AND WAS FORMED TO ENHANCE THE QUALITY OF LIFE AND TO PROMOTE EFFICIENT AND QUALITY HEALTH CARE, A PURPOSE THAT HAS BEEN DEEMED TO BE CLOSELY RELATED TO THE PURPOSE OF THE SUPPORTED ORGANIZATIONS LISTED BY NAME IN TRUSTBRIDGE'S ARTICLES OF INCORPORATION. |
| SCHEDULE A, PART IV, SECTION C, LINE 1 MAJORITY DIRECTOR DETAIL | THE FOLLOWING SUPPORTED ORGANIZATIONS SHARE A COMPELTE BOARD OF DIRECTORS WITH TRUSTBRIDGE, INC: -HOSPICE OF PALM BEACH COUNTY, INC -HOPSICE BY THE SEA, INC - HARBOR PALLIATIVE CARE SERVICES, INC -FOCUSCARE HOME HEALTH, INC -THE MEDICAL STORE OF PALM BEACH COUNTY, INC CONTROL OR MANAGEMENT OF TRUSTBRIDGE BY TRUSTBRIDGE FOUNDATION, INC. EXISTS BY VIRTUE OF COMMON MANAGEMENT. SPECIFICALLY, THE SAME INDIVIDUAL SERVES AS CHIEF FINANCIAL OFFICER OF TRUSTBRIDGE FOUDNATION, INC. AND EACH OF THE OTHER SUPPORTED ORGANIZATIONS, AS WELL AS THE CHIEF FINANCIAL OFFICER OF TRUSTBRIDGE (THE SUPPORTING ORGANIZATION). THE FACT THAT THE LEADERSHIP TEAMS OF EACH OF THE SUPPORTED ORGANIZATIONS SHARE A CHIEF FINANCIAL OFFICER WITH TRUSTBRIDGE ASSURES THAT TRUSTBRIDGE IS RESPONSIVE TO THE NEEDS AND DEMANDS OF THE SUPPORTED ORGANIZATIONS AND THAT TRUSTBRIDGE CONSTITUTES AN INTERGRAL PART OF AND MAINTAINS A SIGNIFICANT INVOLVEMENT IN THE OPERATIONS OF THE SUPPORTED ORGANIZATIONS, INCLUDING TRUSTBRIDGE FOUNDATION, INC. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,908,170 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $301,918 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,210,088 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,655,460 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $252,710 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,908,170 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,392,687 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $262,773 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,655,460 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,219,780 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$515,483 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $311,610 | OtherExpendituresAmt |
| End Year Balance | $2,392,687 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,196,762 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $311,610 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $288,592 | OtherExpendituresAmt |
| End Year Balance | $3,219,780 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $195,073 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,052 | DepreciationAmt |
| Book Value | $101,021 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,119,094 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,344,492 | DepreciationAmt |
| Book Value | $1,774,602 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $730,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $730,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,605,623 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN AFFILIATES | Desc |
| Book Value | $256,896,260 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $256,896,260 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $15,008,748 |
| ROU LEASE ASSETS | $2,427,192 |
| DEPOSITS | $17,844 |
| 457B ASSETS | |
| 457F ASSETS | |
| SWAP CONTRACT | $292,364 |
| OTHER RECEIVABLES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,746,148 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAXES | |
| DUE TO AFFILIATES | $14,282,338 |
| ROU LEASE OBLIGATION | $2,568,252 |
| OTHER LIABILITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,850,590 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $56,077,256 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | -$151,244 | OtherRevenueAmt |
| Revenue Not Reported | -$151,244 | RevenueNotReportedAmt |
| Revenue Subtotal | $56,228,500 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $56,228,500 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $58,330,444 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $58,330,444 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $58,330,444 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS | THE ENDOWMENT FUNDS, HELD BY TRUSTBRIDGE FOUNDATION, INC., ARE INTENDED TO BE USED TO SUPPORT THE PROGRAMS AND ACTIVITIES OF HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE BY THE SEA, INC., AND ALL RELATED ORGANIZATIONS. |
| SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE | TRUST BRIDGE IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR EMPATH-STRATUM, INC. (DBA EMPATH HEALTH) AND AFFILIATES: ALL EMPATH HEALTH AND ITS AFFILIATES ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, EMPATH HEALTH AND AFFILIATES ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. EMPATH HEALTH AND ITS AFFILIATES FILES TAX RETURNS IN THE U.S FEDERAL JURISDICTION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID FIELDING | ||||||||||||||
| FORMER CEO | $173,125 | $0 | $456,205 | $0 | $618,592 | $0 | $0 | $0 | $14,184 | $0 | $1,262,106 | $0 | $0 | $0 |
| SAIDA BOUHAMID | ||||||||||||||
| CFO | $0 | $451,442 | $0 | $0 | $0 | $1,032 | $0 | $30,500 | $0 | $25,523 | $0 | $508,497 | $0 | $0 |
| KATHERINE L BRAZZALE MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $348,426 | $0 | $136,612 | $0 | $10,772 | $0 | $27,300 | $0 | $0 | $0 | $523,110 | $0 | $0 | $0 |
| JONATHAN FLEECE | ||||||||||||||
| PRESIDENT/CEO | $0 | $726,071 | $0 | $0 | $0 | $1,032 | $0 | $30,500 | $0 | $34,807 | $0 | $792,410 | $0 | $0 |
| CHRISTY HENDRICKS | ||||||||||||||
| CHIEF LEGAL OFFICER | $0 | $400,118 | $0 | $5,918 | $0 | $1,032 | $0 | $23,718 | $0 | $30,707 | $0 | $461,493 | $0 | $0 |
| TARRAH L LOWRY | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $465,848 | $0 | $138,624 | $0 | $12,153 | $0 | $30,600 | $0 | $24,171 | $0 | $671,396 | $0 | $0 |
| BIVEK K PATHAK | ||||||||||||||
| CIO | $444,727 | $0 | $94,704 | $0 | $630 | $0 | $46,000 | $0 | $24,171 | $0 | $610,232 | $0 | $0 | $0 |
| CHARLES E SNIDER | ||||||||||||||
| CHRO | $277,730 | $0 | $85,532 | $0 | $2,412 | $0 | $11,773 | $0 | $15,745 | $0 | $393,192 | $0 | $0 | $0 |
| AMANDA TIPPIN | ||||||||||||||
| CORPORATE COMPLIANCE/PRIVACY OFFICER | $187,588 | $0 | $38,512 | $0 | $317 | $0 | $6,891 | $0 | $19,558 | $0 | $252,866 | $0 | $0 | $0 |
| RAHAT ABBAS DO | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | $376,714 | $0 | $8,750 | $0 | $16,106 | $0 | $41,778 | $0 | $0 | $0 | $443,348 | $0 | $0 | $0 |
| MARIAELENA CARABALLO DO | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | $289,640 | $0 | $6,250 | $0 | $3,354 | $0 | $41,732 | $0 | $20,796 | $0 | $361,772 | $0 | $0 | $0 |
| RICHARD L TEITZMAN DO | ||||||||||||||
| ASSOCIATE MEDICAL DIRECTOR | $349,752 | $0 | $90,189 | $0 | $16,802 | $0 | $42,500 | $0 | $26,906 | $0 | $526,149 | $0 | $0 | $0 |
| JOAN HARRINGTON | ||||||||||||||
| DIRECTOR OF REIMBURSEMENTS | $173,017 | $0 | $0 | $0 | $1,221 | $0 | $5,236 | $0 | $17,562 | $0 | $197,036 | $0 | $0 | $0 |
| ALYSSA CADWALADER | ||||||||||||||
| VP CONTINUOUS IMPROVEMENT | $152,963 | $0 | $0 | $0 | $260 | $0 | $4,630 | $0 | $14,170 | $0 | $172,023 | $0 | $0 | $0 |
| MALATHI ARUMUGAM | ||||||||||||||
| DIRECTOR OF BUSINESS APPLICATION | $167,781 | $0 | $0 | $0 | $446 | $0 | $5,129 | $0 | $24,171 | $0 | $197,527 | $0 | $0 | $0 |
| MONIKA K ZAMOJSKI | ||||||||||||||
| SR CLINICAL ADMIS MGR | $128,473 | $0 | $0 | $0 | $133 | $0 | $4,189 | $0 | $23,728 | $0 | $156,523 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION | THE COMPENSATION OF THE PRESIDENT/CEO IS DETERMINED BY EMPATH-STRATUM, INC. ("ESI"), A RELATED 501(C)(3) ORGANIZATION. ESI USES THE FOLLOWING TO DETERMINE THEIR COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEYS OR STUDIES - APPROVAL BY THE BOARD OF DIRECTORS/COMPENSATION COMMITTEE |
| SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT | DAVID C. FIELDING RECEIVED SEVERANCE PAYMENTS OF $600,000. |
| SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | THE FOLLOWING INDIVIDUAL (S) PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED THE FOLLOWING AMOUNTS THAT WERE VESTED DURING THE CALENDAR YEAR 2024: FLEECE, JOHNATHAN $0 BRAZZALE, KATHERINE L. $9,806 SNIDER, CHARLES $1,231 LOWRY, TARRAH L $11,187 CARABALLO, MARIAELENA $2,592 TEITZMAN, RICHARD L. $16,742 PATHAK, BIVEK K. $18,624 ABBAS, RAHAT $16,089 FIELDING, DAVID $18,592 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521297506 | BondIssuerEIN |
| Bond Issued | 2017-08-28 | BondIssuedDt |
| Issue Price | $25,000,000 | IssuePriceAmt |
| Purpose | CURRENT & ADVANCED REFUNDING OF PALM BEACH COUNTY, FL VARIABLE RATE DEMAND REVENUE BONDS SERIES 2001 | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $8,750,004 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $25,000,000 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $25,000,000 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (true) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | false | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (true) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | false | EngageBondCounselContractsInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | false | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.0 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.0 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.0 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | false | RebateNotDueYetInd |
| Exception To Rebate | Yes (true) | ExceptionToRebateInd |
| No Rebate Due | false | NoRebateDueInd |
| Variable Rate Issue | Yes (true) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (true) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCH BANKING AND TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 10.0 | TermOfHedgePct |
| Superintegrated Hedge | false | SuperintegratedHedgeInd |
| Hedge Terminated | false | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Term Of GIC | 0 | TermOfGICPct |
| Regulatory Safe Harbor Stsfd | false | RegulatorySafeHarborStsfdInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | false | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, LINE 15 PROCESS TO ESTABLISH COMPENSATION | THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS THE PRESIDENT AND CEO OF EMPATH-STRATUM, INC. (ESI), A RELATED ORGANIZATION. THE CEO'S COMPENSATION IS DETERMINED BY AND PAID FOR BY ESI. THE EXECUTIVE COMMITTEE OF THE ESI BOARD MEETS ANNUALLY TO REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT AND CEO. THE EXECUTIVE COMMITTEE'S REVIEW OF CEO COMPENSATION INCLUDES INFORMATION PROVIDED IN THE MOST RECENT EXTERNAL COMPENSATION REVIEW. THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS IS ALSO DETERMINED BY ESI. THE COMPENSATION OF OTHER OFFICERS IS REVIEWED ON AN ANNUAL BASIS BY THE CEO OF ESI. AFTER REVIEWING OFFICER COMPENSATION, THE CEO'S RECOMMENDATIONS ARE THEN APPROVED BY ESI'S BOARD OF DIRECTORS. THESE REVIEWS ARE DOCUMENTED IN EACH EMPLOYEE'S FILE. THE REVIEW OF OTHER OFFICERS' COMPENSATION INCLUDES INFORMATION PROVIDED IN THE MOST RECENT EXTERNAL COMPENSATION REVIEW. EXTERNAL COMPENSATION REVIEWS ARE PERFORMED ACCORDING TO THE FOLLOWING PROCESS: EVERY 3-5 YEARS HUMAN RESOURCES WILL EMPLOY A WELL-RECOGNIZED, INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE MARKET RANGES FOR THE CEO OF ESI. THE REVIEW WILL INCLUDE A NATIONAL COMPARISON OF SIMILAR JOBS AT SIMILARLY SITUATED COMPANIES IN ORDER TO MAKE CERTAIN THAT THESE KEY EMPLOYEES ARE PAID WITHIN A REASONABLE AND APPROPRIATE RANGE. THE RESULTING RECOMMENDATIONS WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE TO RECOMMEND ANY MARKET-BASED CHANGES OR TO ENSURE THAT THE CURRENT COMPENSATION OF THESE INDIVIDUALS ARE CORRECT. DURING THIS REVIEW, HUMAN RESOURCES WILL ALSO GIVE THE EXECUTIVE COMMITTEE A BROAD OVERVIEW OF THE STRUCTURE OF THE FULL ORGANIZATION'S COMPENSATION SYSTEM, INCLUDING THE PHILOSOPHY AND SYSTEMS SET IN PLACE TO MANAGE IT. |
| FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS | PURSUANT TO THE ORGANIZATION'S GOVERNING DOCUMENTS, THE SOLE VOTING MEMBER OF TRUSTBRIDGE, INC. (TRUSTBRIDGE) SHALL BE EMPATH HOSPICE DIVISION, INC. (EHD), A RELATED TAX-EXEMPT ORGANIZATION. AS THE ORGANIZATION'S SOLE CORPORATE MEMBER, EHD HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. |
| FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY | PURSUANT TO THE ORGANIZATION'S GOVERNING DOCUMENTS, THE SOLE CORPORATE MEMBER, EMPATH HOSPICE DIVISION, INC., HAS THE RIGHT TO ELECT, APPOINT, OR REMOVE ANY DIRECTOR OF TRUSTBRIDGE, INC. WITHOUT CAUSE AT ANY TIME. |
| FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS | THE SOLE CORPORATE MEMBER, EMPATH HOSPICE DIVISION, INC., HAS THE RIGHT TO APPROVE OR RATIFY SIGNIFICANT DECISIONS OF THE ORGANIZATION'S GOVERNING BODY. THE BOARD OF DIRECTORS OF TRUSTBRIDGE, INC. SHALL NOT HAVE THE AUTHORITY TO MAKE SIGNIFICANT DECISIONS WITHOUT THE APPROVAL OF THE EMPATH HOSPICE DIVISION, INC. BOARD. SIGNIFICANT DECISIONS INCLUDE, BUT ARE NOT LIMITED TO: THE RIGHT TO AMEND, REPEAL OR ALTER THEIR GOVERNING DOCUMENTS; SELL, LEASE OR OTHERWISE DISPOSE OF SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS; AND MERGE OR CONSOLIDATE THE ORGANIZATION WITH ANOTHER ORGANIZATION. |
| FORM 990, PART VI, LINE 8B DOCUMENTATION OF MEETINGS HELD BY COMMITTEES OF GOVERNING BODY | PER ARTICLE IV OF THE CORPORATION'S BYLAWS, THERE ARE NO COMMITTEES WITH THE POWER TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY | THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. IT IS ALSO PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW, AND A COPY IS DISTRIBUTED TO EVERY MEMBER OF THE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY | THE ORGANIZATION SENDS OUT THE CONFLICT-OF INTEREST QUESTIONNAIRES TO BOARD MEMBERS AND OFFICERS ANNUALLY. THE RESPONSES TO THE QUESTIONNAIRES ARE MONITORED AND COLLECTED BY THE CFO. SHOULD A CONFLICT EXIST THE PERSON WITH THE CONFLICT WILL ABSTAIN FROM VOTING ON THE ISSUE IN QUESTION. |
| FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC | FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. |
| FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES | CHANGE IN INTEREST RATE SWAP AGREEMENT - -151244; CHANGE IN NET ASSETS OF AFFILIATES - 59347424; TOTAL - 59196180; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EMPATH-STRATUM INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 851356625 | PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES | FL | 501(C)(3) | TYPE I | NA | false |
| EMPATH MEDICAL SERVICES DIVISION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 881869159 | INACTIVE | FL | 501(C)(3) | 7 | EMPATH-STRATUM INC | Yes (true) |
| STRATUM HEALTH SYSTEM INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 472508009 | PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES | FL | 501(C)(3) | TYPE I | EMPATH-STRATUM INC | Yes (true) |
| EMPATH HOME HEALTH DIVISION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 872762760 | HOME HEALTH | FL | 501(C)(3) | 7 | EMPATH-STRATUM INC | Yes (true) |
| HOSPICE OF MARION COUNTY INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 592214796 | PROVIDES END-OF-LIFE CARE AND SERVICES | FL | 501(C)(3) | 10 | EMPATH-STRATUM INC | Yes (true) |
| HOSPICE OF MARION COUNTY FOUNDATION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 922461222 | PHILANTHROPIC SUPPORT TO HOSPICE OF MARION COUNTY | FL | 501(C)(3) | 7 | EMPATH-STRATUM INC | Yes (true) |
| EMPATH HOSPICE DIVISION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 881853133 | PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES | FL | 501(C)(3) | 7 | EMPATH-STRATUM INC | false |
| EMPATH ELDER SERVICES DIVISION INC DBA EMPATH COMPLETE CARE | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 881897020 | INACTIVE | FL | 501(C)(3) | 7 | EMPATH-STRATUM INC | Yes (true) |
| EMPATH COMMUNITY SERVICES DIVISION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 332520797 | INACTIVE | FL | 501(C)(3) | 7 | EMPATH-STRATUM INC | Yes (true) |
| EMPATH HEALTH INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 263605761 | PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES | FL | 501(C)(3) | TYPE II | EMPATH-STRATUM INC | Yes (true) |
| AIDS SERVICE ASSOCIATION OF PINELLAS INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 592852537 | AIDS PREVENTION & EDUCATION | FL | 501(C)(3) | 7 | EMPATH HEALTH INC | Yes (true) |
| THE HOSPICE OF THE FLORIDA SUNCOAST INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 591744006 | HOSPICE | FL | 501(C)(3) | 10 | EMPATH HEALTH INC | Yes (true) |
| THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 592252045 | FUNDRAISING | FL | 501(C)(3) | 7 | EMPATH HEALTH INC | Yes (true) |
| SUNCOAST PACE INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 452980257 | PACE PROGRAM | FL | 501(C)(3) | 10 | EMPATH HEALTH INC | Yes (true) |
| TIDEWELL FOUNDATION INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 850729071 | PHILANTHROPIC SUPPORT TO TIDEWELL HOSPICE | FL | 501(C)(3) | 7 | STRATUM HEALTH SYSTEM INC | Yes (true) |
| TIDEWELL HOSPICE INC | ||||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 591911861 | HOSPICE | FL | 501(C)(3) | 7 | STRATUM HEALTH SYSTEM INC | Yes (true) |
| TRUSTBRIDGE FOUNDATION INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 203974070 | FUNDRAISING | FL | 501(C)(3) | 7 | TRUSTBRIDGE INC | Yes (true) |
| HARBOR PALLIATIVE CARE SERVICE INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 800674849 | PALLIATIVE SERVICES | FL | 501(C)(3) | 10 | TRUSTBRIDGE INC | Yes (true) |
| HOSPICE OF PALM BEACH COUNTY INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 591825937 | HOSPICE | FL | 501(C)(3) | 10 | TRUSTBRIDGE INC | Yes (true) |
| HOSPICE BY THE SEA INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 591952942 | HOSPICE | FL | 501(C)(3) | 10 | TRUSTBRIDGE INC | Yes (true) |
| FOCUSCARE HOME HEALTH INC | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 263595560 | INACTIVE | FL | 501(C)(3) | 10 | TRUSTBRIDGE INC | Yes (true) |
| THE MEDICAL STORE OF PALM BEACH COUNTY | ||||||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | 202835810 | INACTIVE | FL | 501(C)(3) | 10 | TRUSTBRIDGE INC | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| HEAL AT HOME HEALTHCARE LLC | |||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 471364127 | HOME HEALTH CARE | FL | NA | S CORPORATION | Yes (true) |
| HOSPICE SYSTEMS INC | |||||||||
| 6310 CAPITAL DRIVE | LAKEWOOD RANCH | FL | 34202 | 593502780 | JOINT VENTURE IN SPECIAL NEEDS PLAN | FL | NA | C CORPORATION | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | Yes (true) | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| TRUSTBRIDGE FOUNDATION INC | ||
| C | $165,905 | FMV |
| TRUSTBRIDGE FOUNDATION INC | ||
| L | $296,562 | FMV |
| HARBOR PALLIATIVE CARE SERVICES INC | ||
| L | $166,162 | FMV |
| HOSPICE BY THE SEA INC | ||
| L | $2,609,745 | FMV |
| HOSPICE OF PALM BEACH COUNTY INC | ||
| L | $4,300,952 | FMV |
| HOSPICE OF PALM BEACH COUNTY INC | ||
| E | $2,847,951 | FMV |
| HOSPICE BY THE SEA INC | ||
| E | $3,154,971 | FMV |
| TRUSTBRIDGE FOUNDATION | ||
| D | $678,239 | FMV |
| HARBOR PALLIATIVE CARE SERVICES INC | ||
| D | $1,373,031 | FMV |
Comments