HOSPICE OF SANTA CRUZ COUNTY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HOSPICE OF SANTA CRUZ COUNTY (EIN 94-2497618)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202631359349306158
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T10:50:16-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941239084PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATHERTON & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4339AddressLine1Txt
CityMODESTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP953524339ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN942497618EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOSPICE OF SANTA CRUZ COUNTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOSPBusinessNameControlTxt
Phone8314303000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1940 DISC DRIVEAddressLine1Txt
CitySCOTTS VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95066ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADAM SHOREPersonNm
Person TitleCFOPersonTitleTxt
Phone8314303000PhoneNum
Signature2026-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACQUELYN HOWELLPreparerPersonNm
PTINP01327223PTIN
Phone2095774800PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerADAM SHOREPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1940 DISC DRIVEAddressLine1Txt
CitySCOTTS VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95066ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$26,346,117GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHOSPICESANTACRUZ.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionHOSPICE SERVICE, PALLIATIVE CARE SERVICES, AND GRIEF SUPPORT FOR PATIENTS AND THEIR FAMILIES.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee169TotalEmployeeCnt
Total Volunteers129TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,066,794PYContributionsGrantsAmt
CY Contributions Grants$3,619,925CYContributionsGrantsAmt
PY Program Service Revenue$21,422,689PYProgramServiceRevenueAmt
CY Program Service Revenue$22,292,152CYProgramServiceRevenueAmt
PY Investment Income$11,523PYInvestmentIncomeAmt
CY Investment Income$434,040CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$23,501,006PYTotalRevenueAmt
CY Total Revenue$26,346,117CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$14,865,081PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$16,268,916CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$577,355CYTotalFundraisingExpenseAmt
PY Other Expenses$9,505,492PYOtherExpensesAmt
CY Other Expenses$9,613,067CYOtherExpensesAmt
PY Total Expenses$24,370,573PYTotalExpensesAmt
CY Total Expenses$25,881,983CYTotalExpensesAmt
PY Revenues Less Expenses-$869,567PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$464,134CYRevenuesLessExpensesAmt
Total Assets BOY$9,985,403TotalAssetsBOYAmt
Total Assets EOY$10,815,522TotalAssetsEOYAmt
Total Liabilities BOY$2,095,259TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,066,828TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,890,144NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,748,694NetAssetsOrFundBalancesEOYAmt
MissionHOSPICE SERVICE, PALLIATIVE CARE SERVICES, AND GRIEF SUPPORT FOR PATIENTS AND THEIR FAMILIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$16,765,656ExpenseAmt
Grant$0GrantAmt
Revenue$22,292,152RevenueAmt
Desc1086 PATIENTS AND FAMILIES RECEIVED 70,927 DAYS OF EXPERT END-OF-LIFE CARE FROM HOSPICE TEAMS OF MEDICAL DIRECTORS, NURSES, SOCIAL WORKERS, CHAPLAINS, HOSPICE AIDES, AND VOLUNTEERS. ADDITIONALLY, 772 INDIVIDUAL GRIEF SUPPORT SESSIONS AND 75 GROUP GRIEF SUPPORT SESSIONS WERE PROVIDED TO HOSPICE FAMILIES AND GRIEVING COMMUNITY MEMBERS OF ALL AGES.Desc
Total Program Service Expenses$16,765,656TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document65IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee169EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonADAM SHOREPersonNm
Phone8314303000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1940 DISC DRIVEAddressLine1Txt
CitySCOTTS VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95066ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
CHRIS MAFFIA
PRESIDENT5.00Yes (X)Yes (X)$0$0$0
SIGOLENE A ORTEGA
SECRETARY1.00Yes (X)Yes (X)$0$0$0
DENA LOIJOS
DIRECTOR1.00Yes (X)$0$0$0
SHARON TAPPER MD
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL ALLARD
DIRECTOR1.00Yes (X)$0$0$0
DAISY NUNEZ
DIRECTOR1.00Yes (X)$0$0$0
DEAN AUSTIN
DIRECTOR1.00Yes (X)$0$0$0
SUSAN MACMILLAN
DIRECTOR1.00Yes (X)$0$0$0
OWEN BROWN
VICE PRESIDENT & TREASURER5.00Yes (X)Yes (X)$0$0$0
JAMES WILLIAM MCGOWAN
DIRECTOR1.00Yes (X)$0$0$0
BONNIE LANGE
DIRECTOR1.00Yes (X)$0$0$0
KATIE GABRIEL-COX
PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
CATHY CONWAY
CHIEF EXECUTIVE OFFICER40.00Yes (X)$320,975$0$20,184
ADAM SHORE
CHIEF FINANCIAL OFFICER40.00Yes (X)$225,473$0$20,094
KARL SEGNITZ
CHIEF MEDICAL OFFICER40.00$281,367$0$19,342Yes (X)
LAYLA POWELL
CHIEF CLINICAL OFFICER40.00$218,166$0$5,335Yes (X)
KAREN TANASESCU
SENIOR DIRECTOR OF OPERATI40.00$189,437$0$20,477Yes (X)
DIANE SYRCLE
CHIEF MISSION OFFICER40.00$196,378$0$19,251Yes (X)
SARAH PAEZ
DIRECTOR OF NURSING40.00$184,002$0$15,528Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,615,798TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$120,211TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K47IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonBONNY MASTERSPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1634 SAN JUAN AVENUEAddressLine1Txt
CitySANTA CRUZCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95065ZIPCd
FieldValueIRS element (for citing)
ServicesPHYSICIANServicesDesc
Compensation$194,972CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Government Grants$1,847,138GovernmentGrantsAmt
All Other Contributions$1,772,787AllOtherContributionsAmt
Total Contributions$3,619,925TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescHOSPICE SERVICESDesc
Business621610BusinessCd
Total Revenue Column$22,292,152TotalRevenueColumnAmt
Related Or Exempt Func Income$22,292,152RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$22,292,152TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$434,040TotalRevenueColumnAmt
Exclusion$434,040ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,346,117TotalRevenueColumnAmt
Related Or Exempt Func Income$22,292,152RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$434,040ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$621,240TotalAmt
Management And General$621,240ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,780,792TotalAmt
Program Services$8,329,817ProgramServicesAmt
Management And General$4,093,888ManagementAndGeneralAmt
Fundraising$357,087FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,565,179TotalAmt
Program Services$1,020,798ProgramServicesAmt
Management And General$505,684ManagementAndGeneralAmt
Fundraising$38,697FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,301,705TotalAmt
Program Services$844,942ProgramServicesAmt
Management And General$425,256ManagementAndGeneralAmt
Fundraising$31,507FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$267,068TotalAmt
Management And General$267,068ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$121,267TotalAmt
Management And General$121,267ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$42,067TotalAmt
Management And General$42,067ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,507,880TotalAmt
Program Services$2,026,837ProgramServicesAmt
Management And General$476,086ManagementAndGeneralAmt
Fundraising$4,957FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$119,823TotalAmt
Program Services$80ProgramServicesAmt
Management And General$114,560ManagementAndGeneralAmt
Fundraising$5,183FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$196,766TotalAmt
Program Services$646ProgramServicesAmt
Management And General$159,207ManagementAndGeneralAmt
Fundraising$36,913FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$258,852TotalAmt
Program Services$7,793ProgramServicesAmt
Management And General$251,059ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$314,843TotalAmt
Program Services$276,550ProgramServicesAmt
Management And General$33,617ManagementAndGeneralAmt
Fundraising$4,676FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$104,394TotalAmt
Program Services$33,273ProgramServicesAmt
Management And General$27,060ManagementAndGeneralAmt
Fundraising$44,061FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$24,432TotalAmt
Management And General$9,733ManagementAndGeneralAmt
Fundraising$14,699FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$186,137TotalAmt
Management And General$186,137ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$179,115TotalAmt
Management And General$179,115ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PATIENT RELATED$2,110,237$2,110,237
ROOM & BOARD$1,366,621$1,366,621
BAD DEBT$695,434$695,434
COMPUTER SUPPORT$635,452$602,924$32,528

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$482,679TotalAmt
Program Services$52,628ProgramServicesAmt
Management And General$423,004ManagementAndGeneralAmt
Fundraising$7,047FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,881,983TotalAmt
Program Services$16,765,656ProgramServicesAmt
Management And General$8,538,972ManagementAndGeneralAmt
Fundraising$577,355FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,225,390BOYAmt
EOY$199,799EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$54,881BOYAmt
EOY$1,888,555EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,075,865BOYAmt
EOY$1,885,014EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$328,310BOYAmt
EOY$412,779EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,228,303LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,372,919LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,041,520BOYAmt
EOY$1,855,384EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,716,082BOYAmt
EOY$4,068,431EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$543,355BOYAmt
EOY$505,560EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,985,403BOYAmt
EOY$10,815,522EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,586,102BOYAmt
EOY$1,501,577EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$131,569BOYAmt
EOY$97,415EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$377,588BOYAmt
EOY$467,836EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,095,259BOYAmt
EOY$2,066,828EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,164,419BOYAmt
EOY$7,937,499EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$725,725BOYAmt
EOY$811,195EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,890,144BOYAmt
EOY$8,748,694EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,985,403BOYAmt
EOY$10,815,522EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$464,134ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$394,416NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,825,299CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,268,698CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,985,146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,066,794CurrentTaxYearMinus1YearAmt
Current Tax Year$3,619,925CurrentTaxYearAmt
Total$13,765,862TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,825,299CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,268,698CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,985,146CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,066,794CurrentTaxYearMinus1YearAmt
Current Tax Year$3,619,925CurrentTaxYearAmt
Total$13,765,862TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$428,330SubstantialContributorsTotAmt
Public Support Total170$13,337,532PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,248CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,576CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,691CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,523CurrentTaxYearMinus1YearAmt
Current Tax Year$434,040CurrentTaxYearAmt
Total$512,078TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,771CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$60,582CurrentTaxYearMinus3YearsAmt
Total$69,353TotalAmt
FieldValueIRS element (for citing)
Total Support$14,347,293TotalSupportAmt
Gross Receipts Rltd Activities$99,322,121GrossReceiptsRltdActivitiesAmt
Public Support CY1700.92960PublicSupportCY170Pct
Public Support PY1700.93570PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$669,155BeginningYearBalanceAmt
Investment Earnings Or Losses$70,876InvestmentEarningsOrLossesAmt
Administrative Expenses$10,406AdministrativeExpensesAmt
End Year Balance$729,625EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$619,327BeginningYearBalanceAmt
Investment Earnings Or Losses$59,333InvestmentEarningsOrLossesAmt
Administrative Expenses$9,505AdministrativeExpensesAmt
End Year Balance$669,155EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$698,070BeginningYearBalanceAmt
Investment Earnings Or Losses-$69,932InvestmentEarningsOrLossesAmt
Administrative Expenses$8,811AdministrativeExpensesAmt
End Year Balance$619,327EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$635,181BeginningYearBalanceAmt
Investment Earnings Or Losses$62,889InvestmentEarningsOrLossesAmt
End Year Balance$698,070EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$511,407BeginningYearBalanceAmt
Investment Earnings Or Losses$133,480InvestmentEarningsOrLossesAmt
Administrative Expenses$9,706AdministrativeExpensesAmt
End Year Balance$635,181EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.40100BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59900PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$565,980OtherCostOrOtherBasisAmt
Book Value$565,980BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,658,158OtherCostOrOtherBasisAmt
Depreciation$1,518,330DepreciationAmt
Book Value$1,139,828BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$541,874OtherCostOrOtherBasisAmt
Depreciation$432,075DepreciationAmt
Book Value$109,799BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$370,583OtherCostOrOtherBasisAmt
Depreciation$370,501DepreciationAmt
Book Value$82BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,091,708OtherCostOrOtherBasisAmt
Depreciation$1,052,013DepreciationAmt
Book Value$39,695BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,855,384TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ENDOWED AGENCY FUND HELD AT COMMUNITY FOUNDATION OF SCC$729,625F
NON ENDOWED AGENCY FUND HELD AT COMMUNITY FOUNDATION OF SCC$3,338,806F
FieldValueIRS element (for citing)
Total Book Value Securities$4,068,431TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
SELF-INSURANCE LIABILITY$227,181
OPERATING LEASE LIABILITIES$48,346
DEFERRED COMPENSATION LIABILITY$192,309
FieldValueIRS element (for citing)
Total Liability$467,836TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$26,740,533TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$394,416NetUnrealizedGainsInvstAmt
Revenue Not Reported$394,416RevenueNotReportedAmt
Revenue Subtotal$26,346,117RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$26,346,117TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$25,881,983TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$25,881,983ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,881,983TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ORGANIZATION'S ENDOWMENT FUNDS CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO SUPPORT THE ORGANIZATION'S PROGRAMS. THE ORGANIZATION HAS A POLICY OF CLASSIFYING INVESTMENT INCOME ON THE ENDOWMENT FUNDS AS TEMPORARILY RESTRICTED UNTIL SUCH TIME AS SPECIFICALLY BUDGETED FOR SPENDING AND APPROVED BY THE BOARD.
PART X, LINE 2:MANAGEMENT HAS EVALUATED HOSPICE'S TAX POSITIONS AND CONCLUDED THAT THE HOSPICE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. HOSPICE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR TAX YEARS ENDING JUNE 30, 2021 AND PRIOR.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
CATHY CONWAY
CHIEF EXECUTIVE OFFICER$320,975$0$0$0$0$0$4,575$0$15,609$0$341,159$0$0$0
KARL SEGNITZ
CHIEF MEDICAL OFFICER$281,367$0$0$0$0$0$4,048$0$15,294$0$300,709$0$0$0
ADAM SHORE
CHIEF FINANCIAL OFFICER$225,473$0$0$0$0$0$4,800$0$15,294$0$245,567$0$0$0
LAYLA POWELL
CHIEF CLINICAL OFFICER$218,166$0$0$0$0$0$4,575$0$760$0$223,501$0$0$0
DIANE SYRCLE
CHIEF MISSION OFFICER$196,378$0$0$0$0$0$4,560$0$14,691$0$215,629$0$0$0
KAREN TANASESCU
SENIOR DIRECTOR OF OPERATI$189,437$0$0$0$0$0$5,399$0$15,078$0$209,914$0$0$0
SARAH PAEZ
DIRECTOR OF NURSING$184,002$0$0$0$0$0$837$0$14,691$0$199,530$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4AS OF DECEMBER 2024, THE ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED.
FORM 990, PART VI, SECTION A, LINE 6UNTIL DECEMBER 2024, THE SOLE MEMBER IS CALIFORNIA HOSPICE NETWORK, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7AUNTIL DECEMBER 2024, THE ORGANIZATION'S SOLE MEMBER IS CALIFORNIA HOSPICE NETWORK. THE ORGANIZATION ELECTS DIRECTORS, WHO ARE APPROVED BY THE MEMBER.
FORM 990, PART VI, SECTION A, LINE 7BUNTIL DECEMBER 2024, THE ORGANIZATION'S BYLAWS INCLUDE CERTAIN POWERS RESERVED BY MEMBER, WHICH INCLUDE APPOINTMENT OF THE ORGANIZATION'S DIRECTORS AND CEO, APPROVAL OF THE ANNUAL OPERATING BUDGET, AND ANY ACTION TO MERGE, DISSOLVE OR SELL SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE CFO AND CEO REVIEW THE FORM 990 WHEN COMPLETED BY THE CPA FIRM. A COPY OF THE FORM 990 IS FURNISHED TO THE BOARD OF DIRECTORS BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT HSCC'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION. OFFICERS AND DIRECTORS REVIEW AND SIGN AN ANNUAL STATEMENT INDICATING UNDERSTANDING AND ADHERENCE TO THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15MARKET DATA ON SALARIES FOR CEO AND CFO POSITIONS IN THE HEALTHCARE AND HOSPICE FIELD IS COMPILED AND REVIEWED BY THE HR DIRECTOR. A REPORT CONSIDERING MARKET AND GEOGRAPHIC FACTORS WAS PRESENTED TO THE ORGANIZATION'S COMPENSATION COMMITTEE, WHICH REVIEWS AND RECOMMENDS ANY SALARY ADJUSTMENT TO THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS REVIEW AND VOTE ON PROPOSED SALARY CHANGES.
FORM 990, PART VI, SECTION C, LINE 19ALL GOVERNING DOCUMENTS, POLICIES, AND ANNUAL FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ANNUAL FINANCIAL RESULTS ARE PUBLISHED IN THE ORGANIZATION'S ANNUAL REPORT.
FORM 990, PART IX, LINE 24EDUES, LICENSES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 4,606. MANAGEMENT AND GENERAL EXPENSES 180,927. FUNDRAISING EXPENSES 4,301. TOTAL EXPENSES 189,834. TELEPHONE: PROGRAM SERVICE EXPENSES 43,493. MANAGEMENT AND GENERAL EXPENSES 125,684. FUNDRAISING EXPENSES 1,028. TOTAL EXPENSES 170,205. EQUPMENT LEASE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 74,330. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,330. EMPLOYEE TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 4,529. MANAGEMENT AND GENERAL EXPENSES 24,117. FUNDRAISING EXPENSES 1,718. TOTAL EXPENSES 30,364. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,946. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,946.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA HOSPICE NETWORKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1940 DISC DRIVEAddressLine1Txt
CitySCOTTS VALLEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95066ZIPCd
FieldValueIRS element (for citing)
EIN834716484EIN
Primary ActivitiesTO PROVIDE HOSPICE SUPPORT, ADMIN, PROGRAMMATIC AND OTHER SUPPORTPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status509(A)(3)PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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