2024-02-29T16:41:13-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 1188 PADRE DRIVE STE 101 SALINAS CA 93901 990 2022-07-01 942404634 HOSPICE GIVING FOUNDATION HOSP 8313339023 80 GARDEN COURT 201 MONTEREY CA 93940 SIOBHAN M GREENE PRESIDENT & CEO 8313339023 2024-02-28 1 SIOBHAN GREENE 999009999 1 KIELY HOLCOMB CPA P01430569 8317596300 2024-02-28 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SIOBHAN M GREENE 80 GARDEN COURT 201 MONTEREY CA 93940 3539891 0 X WWW.HOSPICEGIVING.ORG X 1977 CA HOSPICE GIVING FOUNDATION BELIEVES IN LIVING FULLY AND DYING PEACEFULLY. OUR COMMUNITY-BASED SUPPORT PROMOTES PERSONAL CHOICE, PREPAREDNESS, AND THE HIGHEST STANDARDS OF COMPASSIONATE, DIGNIFIED END-OF-LIFE CARE FOR INDIVIDUALS AND THEIR LOVED ONES. 20 20 7 74 0 0 2670207 1246594 0 0 3939283 530907 53217 15498 6662707 1792999 1972675 1388764 0 0 715925 678311 0 0 378267 384695 520208 3073295 2587283 3589412 -794284 27710557 30983073 491710 424868 27218847 30558205 X HOSPICE GIVING FOUNDATION BELIEVES IN LIVING FULLY AND DYING PEACEFULLY. OUR COMMUNITY-BASED SUPPORT PROMOTES PERSONAL CHOICE, PREPAREDNESS, AND THE HIGHEST STANDARDS OF COMPASSIONATE, DIGNIFIED END-OF-LIFE CARE FOR INDIVIDUALS AND THEIR LOVED ONES.HG FOUNDATION IS THE PRIMARY FUNDER OF END-OF-LIFE CARE AND SERVICE IN MONTEREY AND SAN BENITO COUNTIES; AND PROVIDES EXTENSIVE PUBLIC EDUCATION ON PLANNING AND PREPAREDNESS; PROMOTES KNOWLEDGE AND UNDERSTANDING ABOUT END-OF-LIFE CARE OPTIONS, AS WELL AS CONDUCTS PROFESSIONAL CONTINUING EDUCATION. 0 0 1597313 1388764 HOSPICE GIVING FOUNDATION STAYS ABREAST OF CURRENT LOCAL NEEDS AS WELL AS LOOKS AT TRENDS THAT WILL IMPACT FUTURE DEMANDS FOR END-OF-LIFE CARE. IN THIS REPORT YEAR, THIRTEEN AGENCIES RECEIVED GRANT FUNDING TO PROVIDE A SCOPE OF SERVICES IN OUR COMMUNITY. 1597313 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 CA X X SIOBHAN M GREENE CO HOSPICE GIVING FOUNDATION 8313339023 80 GARDEN RD STE 201 MONTEREY CA 93940 SIOBHAN M GREENE PRESIDENT & CEO 40.00 X 186364 0 25286 KIM DIBENEDETTO CHAIRMAN 5.00 X X 0 0 0 RORY COETZEE VICE CHAIR 3.00 X X 0 0 0 JAMES KENDALL SECRETARY 2.00 X X 0 0 0 BEN JONAS TREASURER 3.00 X X 0 0 0 SARAH HILLS PAST CHAIRMAN 2.00 X X 0 0 0 ESMERALDA OWEN OFFICER AT LRG 2.00 X X 0 0 0 ERIC ANDRESEN DIRECTOR 1.50 X 0 0 0 ANNIE BERLIN DIRECTOR 1.50 X 0 0 0 IDA LOPEZ CHAN DIRECTOR (THROUGH DEC 2022) 1.00 X 0 0 0 KIMBLEY CRAIG DIRECTOR 1.00 X 0 0 0 BARBARA COLLINS DIRECTOR 2.00 X 0 0 0 LOUIE DIAZ-INFANTE DIRECTOR 1.00 X 0 0 0 JEAN DUFF DIRECTOR 1.50 X 0 0 0 DAVID GLICKMAN DIRECTOR 2.00 X 0 0 0 DEACON WARREN HOY DIRECTOR 2.00 X 0 0 0 JEFF JONES DIRECTOR 1.50 X 0 0 0 JOE MARTELLO DIRECTOR 1.50 X 0 0 0 CHARLOTTE RADMILOVIC DIRECTOR (THROUGH MAY 2023) 2.00 X 0 0 0 TAMI ROBERTS DIRECTOR 2.00 X 0 0 0 HANNAH ROGGE DIRECTOR 2.00 X 0 0 0 BILL TEBBE DIRECTOR 2.00 X 0 0 0 CHARLES WINSTON DIRECTOR 2.00 X 0 0 0 186364 0 25286 1 0 1 0 0 85126 1161468 11266 1246594 681834 681834 1553000 1703927 -150927 -150927 -150927 34608 85126 31699 2909 2909 23700 11266 12434 12434 OPERATING INCOME 624100 155 155 155 1792999 0 0 546405 1388764 1388764 175257 35051 122680 17526 405506 117156 145616 142734 16524 3043 9922 3559 45072 45072 35952 7509 18345 10098 11451 1557 9894 47289 47289 81291 81291 61382 375 27417 33590 71835 180 4214 67441 11207 1283 8488 1436 33059 4709 28350 59745 27747 18124 13874 24533 3788 13638 7107 5940 5940 DEVELOPMENT AND DONOR R 37846 129 3100 34617 ADMINISTRATION 31643 4881 20911 5851 DIRECT MAIL EXPENSE 28686 1741 26945 PRINTING AND PUBS 6752 650 5154 948 7549 2048 2854 2647 2587283 1597313 611703 378267 215635 60717 299913 639585 1466000 1271393 16368 28343 91569 53487 8746 38082 23824791 24132940 1879104 4812013 27710557 30983073 485723 224277 5987 200591 491710 424868 X 20834428 20967282 6384419 9590923 27218847 30558205 27710557 30983073 X -794284 1393057 2740585 X X 0 1 X 1 0 X 4721755 855222 758075 2670207 1246594 10251853 4721755 855222 758075 2670207 1246594 10251853 2188274 8063579 597531 718531 479570 672968 681834 3150434 9850 9150 52489 15343 86832 728 155 883 13490002 94918 0.59770 0.52290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OPERATING INCOME - 2021 AMOUNT: $ 728. 2022 AMOUNT: $ 155. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21776595 19218 1798475 0 23594288 24724277 18818 -3139499 -172999 21776595 24265947 16500 4386829 3944999 24724277 21799928 2369447 786572 690000 24265947 20443920 942951 1284057 871000 21799928 0.79300 0.15400 0.05300 0 0 91569 53487 38082 38082 ROU ASSET 191861 DEPOSITS 3250 TRUSTS RECEIVABLE 4616902 4812013 TRUST & ANNUITY LIABILITY 5987 LEASE LIABILITY 194604 200591 X 5877049 1393057 2772284 4165341 1711708 81291 81291 1792999 2537691 31699 31699 2505992 81291 81291 2587283 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF EIGHT INDIVIDUAL FUNDS, THREE ESTABLISHED FOR GENERAL OPERATING PURPOSES, ONE FOR THE WESTLAND HOUSE AND THE REMAINING ARE FOR PATIENT CARE, COMMUNITY OUTREACH AND EDUCATION, AND ALZHEIMERS. PART X, LINE 2: AS A TAX-EXEMPT NONPROFIT ORGANIZATION, THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE FRANCHISE TAX UNDER CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701(D) BUT IS SUBJECT TO TAXES ON UNRELATED BUSINESS INCOME WHEN EARNED. MANAGEMENT HAS CONSIDERED THE FOUNDATION'S TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN FEDERAL AND STATE TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE FOUNDATION'S RETURNS ARE SUBJECT TO INCOME TAX EXAMINATIONS BY THE FEDERAL AND STATE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INT. AGREEMENTS 2,740,585. SPECIAL EVENT EXPENSES 31,699. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 31,699. FASHION & COMPASSION EVENT 119734 85126 34608 1882 16446 1770 11601 119734 85126 34608 1882 16446 1770 11601 31699 2909 23700 11266 0 1.00000 23700 11266 11266 12434 CA 1 0 1 0 1.00000 0 SIOBHAN M GREENE 0 RECORDKEEPING X 1 21330 1 JACOB'S HEART 680 WEST BEACH STREET WATSONVILLE CA 95076 680413822 501(C)(3) 110000 0 N/A END OF LIFE CHILDREN'S SUPPORT HOSPICE OF SANTA CRUZ 940 DISC DRIVE SCOTTS VALLEY CA 95066 942497618 501(C)(3) 45000 0 N/A HOSPICE PATIENT CARE NATIVIDAD MEDICAL FOUNDATION PO BOX 4427 SALINAS CA 93912 770194989 501(C)(3) 13000 0 N/A END OF LIFE SPIRITUAL CARE HAZEL HAWKINS HOSPITAL FOUNDATION 911 SUNSET DRIVE HOLLISTER CA 95023 946034863 501(C)(3) 60000 0 N/A PALLIATIVE CARE PROGRAM CENTRAL COAST VISITING NURSES PO BOX 2480 MONTEREY CA 93942 770441676 501(C)(3) 120000 0 N/A PT MONITORING EQUIPMENT COASTAL KIDS HOME CARE 1172 S MAIN STREET NO 125 SALINAS CA 93901 202549984 501(C)(3) 482839 0 N/A CHILDREN'S SUPPORT SERVICES ALZHEIMER'S ASSOCIATION 21 LOWER RAGSDALE DRIVE MONTEREY CA 93940 942897949 501(C)(3) 25000 0 N/A END OF LIFE TRAINING SALINAS VALLEY MEMORIAL HEALTH 450 E ROMIE LANE SALINAS CA 93901 942641137 501(C)(3) 107925 0 N/A PALLIATIVE CARE SUPPORT SERVICES PARTNERSHIP FOR CHILDREN 342 PAJARO ST SUITE B SALINAS CA 93901 020646450 501(C)(3) 125000 0 N/A CHILDREN/FAMILY SUPPORT SERVICES MONTAGE HEALTH PO BOX HH MONTEREY CA 93942 812889645 501(C)(3) 50000 0 N/A BILINGUAL OUTREACH/CLINICAL LIAISON JERRY RUBIN FOUNDATION 5 HARRIS COURT BUILDING T SUITE 201 MONTEREY CA 93940 863477976 501(C)(3) 200000 0 N/A SUPPORT MISSION COMMUNITY FOUNDATION OF MONTEREY COUNTY 2354 GARDEN ROAD MONTEREY CA 93940 941615897 501(C)(3) 50000 0 N/A SUPPORT MISSION 12 0 PART I, LINE 2: INTERIM REPORT BY GRANT RECIPIENT IS DUE 6 MONTHS AFTER THE GRANT AWARD, OUTLINING SPECIFIC OUTCOMES TO DATE OF THE PROJECT FUNDED. FINAL REPORT BY GRANT RECIPIENT IS DUE 12 MONTHS AFTER GRANT AWARD, OUTLINING SPECIFIC OUTCOMES, ISSUES, ACHIEVEMENTS AND EVALUATIONS. X X X 0 0 0 0 0 0 0 0 0 SIOBHAN M GREENE PRESIDENT & CEO 186364 0 0 0 0 0 7875 0 17411 0 211650 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR REVIEWING THE FORM 990 AND ALL SCHEDULES BEFORE IT IS FILED NO LATER THAN ONE MONTH BEFORE THE FILING DEADLINE. A MEETING WILL BE SCHEDULED WITH THE PREPARER OF THE FORM 990 TO DISCUSS ANY QUESTIONS, COMMENTS AND SUGGESTED REVISIONS MADE BY THE AUDIT COMMITTEE. AFTER THE REVIEW, THE FORM 990 AND RELATED SCHEDULES ARE DISTRIBUTED ELECTRONICALLY WITH NOTICE OF RECEIPT REQUESTED TO THE MEMBERS OF THE BOARD OF DIRECTORS WITH A SUMMARY OF ANY IMPORTANT POINTS NOTED BY THE AUDIT COMMITTEE. FOLLOWING A ONE WEEK PERIOD FOR COMMENT, ANY QUESTIONS OR CONCERNS RAISED BY BOARD MEMBERS ARE CONVEYED TO THE AUDIT COMMITTEE AND SUBSEQUENTLY TO THE PREPARER. THE FORM 990 IS FILED WITH THE IRS SERVICE AND THE AUDIT COMMITTEE WILL INCLUDE ANY REPORT IN THE BOARD PACKET FOR THE REGULARLY SCHEDULED MEETING IMMEDIATELY FOLLOWING THE COMPLETION OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ACTS AS THE PERSONNEL COMMITTEE AND IS AUTHORIZED BY THE ENTITY'S BY-LAWS TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN PERSONNEL MATTERS AS DESCRIBED IN THE BY-LAWS. A PRIMARY DUTY IS THE EMPLOYMENT OF, AND DETERMINING COMPENSATION FOR, THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE ANNUALLY EVALUATES THE EMPLOYEE'S PERFORMANCE BASED ON THE POSITION DESCRIPTION AND PERFORMANCE OUTCOMES. WHEN AN EMPLOYMENT CONTRACT IS DUE TO EXPIRE, THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION IN CLOSE SESSION USING DATA OF COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS TO DETERMINE REASONABLE COMPENSATION. NO MEMBER OF THE EXECUTIVE COMMITTEE CAN BE A MEMBER OF THE EMPLOYEE'S FAMILY, IN AN EMPLOYMENT RELATIONSHIP THAT IS SUBJECT TO APPROVAL BY THE EMPLOYEE, RECEIVING COMPENSATION OR PAYMENTS SUBJECT TO THE APPROVAL BY THE EMPLOYEE, HAVE A FINANCIAL INTEREST AFFECTED BY THE EMPLOYMENT OF THE DISQUALIFIED PERSON (EMPLOYEE) OR ANY OTHER POTENTIAL FOR BENEFIT BY APPROVAL OF THE EMPLOYMENT OF THE DISQUALIFIED PERSON. THE DIRECTORS AND OFFICERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED FOR THEIR SERVICES. THE EMPLOYMENT OF OTHER KEY EMPLOYEES IS THE RESPONSIBILITY OF THE PRESIDENT/CEO. COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BY THE REVIEW OF SALARY DATA OF COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ENTITY MAKES AVAILABLE TO THE PUBLIC FOR INSPECTION ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, TAX RETURNS AND ALL PROCEDURES/POLICY DOCUMENTS (INCLUDING CONFLICT OF INTEREST, DOCUMENT RETENTION AND DESTRUCTION, WHISTLE BLOWER, INVESTMENT, EMPLOYEE EXPENSE REIMBURSEMENT AND CREDIT CARD USE, FORM 990 BOARD REVIEW, AUDIT COMMITTEE) FOR INSPECTION AT ITS PHYSICAL LOCATION. ADDITIONALLY, THE ENTITY WILL PROVIDE COPIES UPON REQUEST. THE FORM 990 IS POSTED ON THE ENTITY'S WEBSITE AT: WWW.HOSPICEGIVING.ORG. FORM 990, PART XI, LINE 9: CHANGE IN VALUE SPLIT INTEREST 2,740,585. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.