2024-04-30T13:41:40-05:00 2023-09-30 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-10-01 592171740 HOSPICE OF MARTIN & ST LUCIE INC HOSP 7724034500 1201 SE INDIAN STREET STUART FL 34997 JACKIE KENDRICK CHIEF EXECUTIVE OFFICER 7724034500 2024-04-30 1 JACKIE KENDRICK 999009999 1 HARRY E HARP CPA P00176471 4077405400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TREASURE COAST HOSPICE OF MARTIN JACKIE KENDRICK 1201 SE INDIAN STREET STUART FL 34997 19793365 0 X WWW.TREASUREHEALTH.ORG X 1981 FL PROVIDE ACCESS TO COMPASSIONATE, CARING, EXPERT AND PROFESSIONAL HOSPICE AND GRIEF SUPPORT SERVICES TO PATIENTS AND THEIR FAMILIES AT THE END OF LIFE. 18 18 0 99 0 0 120429 237874 17196290 19540289 3087 15202 0 0 17319806 19793365 0 0 0 0 0 0 0 0 0 16208382 18342332 16208382 18342332 1111424 1451033 5395758 6814935 726535 694679 4669223 6120256 X HOSPICE OF MARTIN & ST. LUCIE, INC. EXISTS TO PROVIDE HOSPICE, GRIEF COUNSELING, EDUCATION AND OTHER SERVICES TO PATIENTS AND FAMILIES DEALING WITH DEATH AND DYING SO THAT THEY MIGHT LIVE AS FULLY AND COMFORTABLY AS POSSIBLE. SEE SCHEDULE O FOR ADDITIONAL INFO. HOSPICE RECOGNIZES DYING AS A NORMAL PROCESS. HOSPICE EXISTS IN THE HOPE AND BELIEF THAT THROUGH APPROPRIATE CARE AND THE PROMOTION OF A CARING COMMUNITY SENSITIVE TO THEIR NEEDS, PATIENTS AND FAMILIES MAY BE FREE TO ATTAIN A DEGREE OF MENTAL AND SPIRITUAL PREPARATION FOR DEATH THAT IS SATISFACTORY TO THEM. 0 0 12290680 19540289 HOSPICE CARE IS A SPECIAL WAY OF CARING FOR PATIENTS AND FAMILIES LIVING IN MARTIN, ST. LUCIE AND OKEECHOBEE COUNTIES WHO ARE DEALING WITH DEATH AND DYING. THIS CARE INCLUDES PHYSICAL CARE AND COUNSELING. HOSPICE IS FOR ALL AGE GROUPS DURING THEIR FINAL STAGES OF LIFE THROUGHOUT THE HUMAN LIFESPAN. THE GOAL OF HOSPICE CARE IS TO TEACH THE CAREGIVERS AND ATTEND TO THE MEDICAL, PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL NEEDS OF THE HOSPICE PATIENT. ADDITIONAL SUPPORTIVE CARE AND COUNSELING ARE PROVIDED TO FAMILIES. DURING THE CURRENT YEAR, THERE WERE 85,903 PATIENT DAYS AND 1,594 PATIENTS SERVED BY THE FILING ORGANIZATION. 12290680 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 31 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X CARL MARTELLO 7724031801 1201 SE INDIAN STREET STUART FL 34997 X SCOTT HARRIS HOFFMAN CHAIRMAN 1.00 5.00 X X 0 0 0 EWALD WESLEY BENDER VICE CHAIRMAN 1.00 3.00 X X 0 0 0 PETER W CULLEY SECRETARY 1.00 3.00 X X 0 0 0 RICHARD PAUL MISHOCK TREASURER 1.00 4.00 X X 0 0 0 PHILLIP YORK BERGER BOARD MEMBER 1.00 3.00 X 0 0 0 WILLIAM GEORGE CLIFFORD BOARD MEMBER 1.00 3.00 X 0 0 0 ANN LOUISE DECKER BOARD MEMBER 1.00 3.00 X 0 0 0 JOHN CONCORAN DOODY BOARD MEMBER 1.00 5.00 X 0 0 0 EILEEN MOORE EMERY BOARD MEMBER 1.00 3.00 X 0 0 0 JOHN ARTHUR FEENAN BOARD MEMBER 1.00 3.00 X 0 0 0 DEIDRE CONRAD FRANK BOARD MEMBER 1.00 3.00 X 0 0 0 JIMMIE ANNE HAISLEY BOARD MEMBER 1.00 3.00 X 0 0 0 MARLENE FRANK-SCHINTO BOARD MEMBER 1.00 3.00 X 0 0 0 PATRICK LAWRENCE SILAS BOARD MEMBER 1.00 3.00 X 0 0 0 LAURA BERINGER BOARD MEMBER 1.00 3.00 X 0 0 0 STEPHANIE FLICKER BOARD MEMBER 1.00 3.00 X 0 0 0 JOHN ARTHUR MITCHELL BOARD MEMBER 1.00 3.00 X 0 0 0 BRYAN THOMAS BEATY BOARD MEMBER 1.00 3.00 X 0 0 0 JACKIE KENDRICK CHPCA PRESIDENT & CEO 15.00 35.00 X 0 355390 43039 GLENN BEVILLE CPA CFO 12.00 38.00 X 0 77150 0 JEFFREY WHITE CORPORATE SECRETARY / CHIEF COMPLIANCE & PRIVACY O 20.00 30.00 X 0 187585 19297 KENNETH MURRAY FOURNIE MED CFRE VICE PRESIDENT OF PHILANTROPY AND OPERATIONS 10.00 40.00 X 0 266680 43544 ROSE MILAGROS GUILBE MD VICE PRESIDENT OF MEDICAL SERVICES 20.00 30.00 X 0 332424 23970 APRIL PRICE RN CHPCA VP OF CLINICAL OPERATIONS 20.00 30.00 X 0 189378 26280 JOHN CROUCH DO PHYSICIAN 20.00 30.00 X 0 266524 12503 YOHANNA DENO MD PHYSICIAN 20.00 30.00 X 0 162498 37 M ANGELLA WILLIAMS MBA VP OF PEOPLE AND BUSINESS DEVELOPMENT 15.00 35.00 X 0 181509 18763 CARL MARTELLO BA CONTROLLER 10.00 40.00 X 0 152126 19003 LEE ANN GIARDINO APRN 0.00 50.00 X 0 140832 5824 0 2312096 212260 0 0 1 1 SOLARIS HEALTHCARE PARKWAY LLC 800 SE CENTRAL PARKWAY STUART FL 34994 MEDICAL SERVICES 1516284 INVASERV LLC STATESERV 1201 S ALMA SCHOOL ROD STE 40 MESA AZ 85210 MEDICAL SERVICES 999528 ORCHID COVE AT STUART 4801 SE COVE ROAD STUART FL 34997 MEDICAL SERVICES 323715 THE TERRACE AT HOBE SOUND 9555 SE FEDERAL HIGHWAY HOBE SOUND FL 33455 MEDICAL SERVICES 316400 MARTIN NURSING & REHABILITATION 6011 SE TOWER DRIVE STUART FL 34997 MEDICAL SERVICES 305187 9 237874 237874 NET PATIENT SERVICE REVENUE 623000 19540289 19540289 19540289 15202 15202 19793365 19540289 0 15202 X 6936721 6936721 182 182 11062 11062 195905 195905 360670 360670 INTERFUND EXPENSES 6051652 6051652 SKILLED NURSING FACILIT 3176957 3176957 MEDICAL SUPPLIES 1014502 1014502 EQUIPMENT EXPENSE 549196 549196 45485 45485 18342332 12290680 6051652 0 2527465 2997603 1756578 1691671 38773 29170 1225 1341 1071717 2095150 5395758 6814935 726535 694679 726535 694679 X 4669223 6120256 4669223 6120256 5395758 6814935 1451033 0 X X 0 1 X 1 0 X 518028 380560 120429 237874 1256891 14174449 16283998 17857137 17196290 19540289 85052163 14174449 16802026 18237697 17316719 19778163 86309054 0 0 0 86309054 2280 3767 4341 3087 15202 28677 2280 3767 4341 3087 15202 28677 226 226 14176955 16805793 18242038 17319806 19793365 86337957 0.99970 0.99980 0.00030 0.00020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15237935 0 1666073 16904008 18155856 54937 -2972858 15237935 15218120 1970013 1302723 335000 18155856 16295882 567851 122952 1717907 50658 15218120 11647627 4176258 521120 49123 16295882 0.98458 0.01542 0.00000 0 1 1 0 DEPOSITS 600 DUE FROM AFFILIATES 2094550 2095150 X PART V, LINE 4: THE ENDOWMENT FUNDS, HELD BY HOSPICE FOUNDATION OF MARTIN AND ST LUCIE, INC., ARE INTENDED TO BE USED TO SUPPORT THE PROGRAMS AND ACTIVITIES OF HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC AND AFFILIATES. PART X, LINE 2: HOSPICE OF MARTIN & ST. LUCIE, INC. IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC. AND AFFILIATES. THE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN THE FOLLOWING FOOTNOTE: THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, THEREFORE, THESE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. 0 0 0 0 0 0 0 0 0 JACKIE KENDRICK CHPCA PRESIDENT & CEO 0 327390 0 28000 0 0 0 11165 0 31874 0 398429 0 0 ROSE MILAGROS GUILBE MD VICE PRESIDENT OF MEDICAL SERVICES 0 322424 0 10000 0 0 0 9931 0 14039 0 356394 0 0 KENNETH MURRAY FOURNIE MED CFRE VICE PRESIDENT OF PHILANTROPY AND OP 0 256680 0 10000 0 0 0 8548 0 34996 0 310224 0 0 JOHN CROUCH DO PHYSICIAN 0 266182 0 342 0 0 0 7856 0 4647 0 279027 0 0 APRIL PRICE RN CHPCA VP OF CLINICAL OPERATIONS 0 179378 0 10000 0 0 0 5728 0 20552 0 215658 0 0 JEFFREY WHITE CORPORATE SECRETARY / CHIEF COMPLIAN 0 177585 0 10000 0 0 0 5740 0 13557 0 206882 0 0 M ANGELLA WILLIAMS MBA VP OF PEOPLE AND BUSINESS DEVELOPMEN 0 171509 0 10000 0 0 0 5558 0 13205 0 200272 0 0 CARL MARTELLO BA CONTROLLER 0 149626 0 2500 0 0 0 4675 0 14328 0 171129 0 0 YOHANNA DENO MD PHYSICIAN 0 162498 0 0 0 0 0 0 0 37 0 162535 0 0 GLENN BEVILLE CPA CFO 0 0 0 0 0 77150 0 0 0 0 0 77150 0 0 PART I, LINE 3 THE PRESIDENT & CEO IS COMPENSATED BY HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST (HPSTC), A RELATED ORGANIZATION. THEREFORE, THIS QUESTION IS ANSWERED "NO" IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. THE COMPENSATION OF THE CEO IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE HPSTC BOARD, WHICH SHALL INCLUDE THE CHAIRMAN OF THE HPSTC BOARD AND OTHER MEMBERS OF THE HPSTC BOARD AS APPOINTED BY THE HPSTC CHAIRMAN. THE HPSTC CHAIRMAN OF THE BOARD OR HIS DESIGNEE SHALL BE THE CHAIRMAN OF THE COMMITTEE. THE COMPENSATION COMMITTEE'S RESPONSIBILITIES SHALL INCLUDE (A) TO ESTABLISH THE COMPENSATION OF THE PRESIDENT & CEO OF THE CORPORATION; (B) REVIEW THE COMPENSATION OF THE PRESIDENT & CEO OF THE CORPORATION, UTILIZING COMPARABILITY DATA AND ESTABLISH MERIT INCREASES, IF ANY, IN SALARY, INCENTIVE BONUS, ETC.; AND (C) PROVIDE A REPORT OF FINDINGS TO THE FULL BOARD OF DIRECTORS; AND (D) APPROVE THE WRITTEN EMPLOYMENT CONTRACT WITH THE CEO AND ANY CONTRACT REVISIONS. THE COMPENSATION COMMITTEE MAY OBTAIN COMPARATIVE COMPENSATION DATA FROM VARIOUS SOURCES, INCLUDING COMPENSATION SURVEYS OR STUDIES, FORM 990 DATA FROM OTHER ORGANIZATIONS, AND INDEPENDENT COMPENSATION CONSULTANTS. SCHEDULE J, PART II HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC. ISSUED A FORM 1099 TO CARDINAL POINT CONSULTING, LLC, AN UNRELATED ORGANIZATION, FOR CFO SERVICES RENDERED TO THE FILING ORGANIZATION AND RELATED 501(C)(3) ORGANIZATIONS BY GLENN BEVILLE. COMPENSATION FOR THIS INDIVIDUAL IS REPORTED IN PART II OF SCHEDULE J ACCORDING TO IRS GUIDELINES. FORM 990, PART VI, SECTION A, LINE 1A THE CHAIRMAN, VICE-CHAIRMAN, SECRETARY, TREASURER AND IMMEDIATE PAST CHAIRMAN SERVE ON THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT FOR THE BOARD OF DIRECTORS BETWEEN REGULAR MEETINGS OF THE BOARD. THE COMMITTEE MAKES A FULL REPORT OF ALL BUSINESS TRANSACTED BY THE COMMITTEE TO THE BOARD FOR ITS APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS CORPORATION IS HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC., A FLORIDA NOT-FOR-PROFIT CORPORATION. MEMBERSHIP IN THIS CORPORATION IS NOT TRANSFERABLE OR ASSIGNABLE. FORM 990, PART VI, SECTION A, LINE 7A THE AFFAIRS OF THIS CORPORATION SHALL BE MANAGED BY ITS BOARD OF DIRECTORS, WHICH SHALL POSSESS ALL THE POWERS OF CORPORATE DIRECTORS UNDER THE LAWS OF THE STATE OF FLORIDA. ALL DIRECTORS SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC, WHICH IS THE SOLE MEMBER OF HOSPICE OF MARTIN & ST LUCIE, INC. FORM 990, PART VI, SECTION A, LINE 7B HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST, INC., WHICH IS THE SOLE MEMBER OF HOSPICE OF MARTIN & ST LUCIE, INC., CAN AUTHORIZE ANY OFFICERS OR AGENTS OF HOSPICE OF MARTIN & ST LUCIE, INC., TO ENTER INTO ANY CONTRACT OR EXECUTE AND DELIVER ANY INSTRUMENT IN THE NAME OF AND ON BEHALF OF HOSPICE OF MARTIN & ST LUCIE, INC., AND SUCH AUTHORITY MAY BE GENERAL OR CONFINED TO SPECIFIC INSTANCES. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION RETAINS THE EXPERTISE OF AN INDEPENDENT ACCOUNTING FIRM TO ASSIST IN THE PREPARATION AND REVIEW OF ITS IRS FORM 990. THE FORM 990 IS PROVIDED TO THE FULL CORPORATE BOARD WHO THEN VOTES TO APPROVE THE SUBMISSION OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EACH BOARD MEMBER IS GIVEN THE CONFLICT OF INTEREST POLICY AND THE CEO EXPLAINS THE POLICY IN DETAIL PRIOR TO THE BOARD MEMBER'S SIGNATURE. ALL VENDORS RECEIVE AND MUST SIGN A FORM DISCLOSING ANY RELATED PARTIES INVOLVED PRIOR TO DOING BUSINESS WITH THE ORGANIZATION ANYONE WITH A CONFLICT OF INTEREST IS PROHIBITED FROM VOTING ON MATTERS RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO IS COMPENSATED BY HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST (HPSTC), A RELATED ORGANIZATION. THEREFORE, THIS QUESTION IS ANSWERED "NO" IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. THE COMPENSATION OF THE CEO IS DETERMINED BY THE COMPENSATION COMMITTEE OF THE HPSTC BOARD, WHICH SHALL INCLUDE THE CHAIRMAN OF THE HPSTC BOARD AND OTHER MEMBERS OF THE HPSTC BOARD AS APPOINTED BY THE HPSTC CHAIRMAN. THE HPSTC CHAIRMAN OF THE BOARD OR HIS DESIGNEE SHALL BE THE CHAIRMAN OF THE COMMITTEE. THE COMPENSATION COMMITTEE'S RESPONSIBILITIES SHALL INCLUDE (A) TO ESTABLISH THE COMPENSATION OF THE PRESIDENT & CEO OF THE CORPORATION; (B) REVIEW THE COMPENSATION OF THE PRESIDENT & CEO OF THE CORPORATION, UTILIZING COMPARABILITY DATA AND ESTABLISH MERIT INCREASES, IF ANY, IN SALARY, INCENTIVE BONUS, ETC.; AND (C) PROVIDE A REPORT OF FINDINGS TO THE FULL BOARD OF DIRECTORS; AND (D) APPROVE THE WRITTEN EMPLOYMENT CONTRACT WITH THE CEO AND ANY CONTRACT REVISIONS. THE COMPENSATION COMMITTEE MAY OBTAIN COMPARATIVE COMPENSATION DATA FROM VARIOUS SOURCES, INCLUDING COMPENSATION SURVEYS OR STUDIES, FORM 990 DATA FROM OTHER ORGANIZATIONS, AND INDEPENDENT COMPENSATION CONSULTANTS. THE ORGANIZATION STRIVES TO PROVIDE A BASE SALARY THAT MEETS THE MARKET STANDARD WHEN EMPLOYEES ARE FULLY PROFICIENT AND MEETING EXPECTATIONS. AS SUCH, BASE SALARY FOR OFFICERS AND KEY EMPLOYEES WILL BE TARGETED AT THE 50TH PERCENTILE OF THE COMPETITIVE MARKET. IN ADDITION, THE ORGANIZATION MAY UTILIZE INCENTIVE PAY AS A WAY TO MEET THE STRATEGIC GOALS OF THE ORGANIZATION. THE BASE SALARY PLUS POTENTIAL INCENTIVE PAY FOR AN EXECUTIVE IS TARGETED BETWEEN THE 50TH AND 75TH PERCENTILE. THE ORGANIZATION PROVIDES STANDARD HEALTH, WELFARE, RETIREMENT, AND OTHER BENEFITS OR PERQUISITES THAT ARE COMPARABLE TO THOSE PROVIDED BY SIMILAR ORGANIZATIONS. THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT AND CEO USING COMPARABILITY DATA AND THE PROCESS AND DECISIONS ARE DOCUMENTED IN EACH EMPLOYEE'S FILE. HPSTC MAY OBTAIN COMPARATIVE COMPENSATION DATA FROM VARIOUS SOURCES, INCLUDING COMPENSATION SURVEYS OR STUDIES, FORM 990 DATA FROM OTHER ORGANIZATIONS, AND INDEPENDENT COMPENSATION CONSULTANTS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE ON-SITE IN EITHER THE COMPLIANCE OR CONTROLLER'S OFFICE. UPON REQUEST, COPIES ARE SHOWN, MAILED, FAXED OR EMAILED TO THE INQUIRER. SCHEDULE O, FORM 990, PART VII, SECTION A, COLUMNS E AND F REPORTABLE COMPENSATION FROM RELATED ORGANIZATIONS (COL. E) AND OTHER COMPENSATION FROM THE ORGANIZATION AND RELATED ORGANIZATIONS (COL. F) REFLECT SALARY AND TOTAL COST OF BENEFITS PAID TO JACKIE KENDRICK FOR THE PERIOD 1/1/22-12/31/22, DURING WHICH SHE SERVED FULL-TIME AS PRESIDENT & CEO. BENEFITS INCLUDE A TOTAL OF ALL HEALTHCARE-RELATED COSTS PAID BY BOTH EMPLOYEE AND EMPLOYER. SALARY AND BENEFITS ARE PAID BY THE PARENT COMPANY, HEALTH & PALLIATIVE SERVICES OF THE TREASURE COAST, INC., AND ARE REPORTED ON PART VII, COL. D OF ITS FORM 990. FORM 990, PART IX, LINE 11G SALARIES AND BENEFITS ALLOCATION: PROGRAM SERVICE EXPENSES 5,880,413. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,880,413. PURCHASED MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 1,056,308. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,056,308. SCHEDULE O, FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. HOSPICE FOUNDATION OF MARTIN AND ST LUCIE INC 1201 SE INDIAN STREET STUART FL 34997 650047497 SUPPORT AFFILIATES FL 501(C)(3) LINE 7 HEALTH AND PALLIATIVE SVCS OF TREASURE COAST 0 HOSPICE OF THE TREASURE COAST INC 1201 SE INDIAN STREET STUART FL 34997 592199023 HOSPICE FL 501(C)(3) LINE 10 HEALTH AND PALLIATIVE SVCS OF TREASURE COAST 0 HEALTH AND PALLIATIVE SERVICES OF THE TREASURE COAST INC 1201 SE INDIAN STREET STUART FL 34997 201683870 SUPPORT SERVICES FL 501(C)(3) LINE 12B, II N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0