2024-11-12T08:27:51-06:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2023-01-01 141824200 Hudson Valley Hospice Foundation Inc HUDS 8454732273 374 Violet Avenue Poughkeepsie NY 12601 Stephanie Wilson VP Finance/CFO 8454732273 2024-11-10 1 1 Melissa Magoon CPA P01712842 6036697337 2024-11-10 2023 2024-10-15 13:58:12Z Hudson Valley Hospice Foundation Michael S Kaminski 374 Violet Avenue Poughkeepsie NY 12601 1464405 0 X https://www.hvhospice.org/foundation/ X 2000 NY To solicit, invest, and allocate charitable gifts and grants and perform research and community education on behalf on of Hudson Valley Hospice, Inc. 17 16 0 16 0 0 830181 1340731 0 0 69737 101762 -59025 -67465 840893 1375028 473124 1257953 0 0 255689 0 6600 0 230658 155684 369452 891097 1627405 -50204 -252377 2827549 2617620 73865 45409 2753684 2572211 To solicit, invest, and allocate charitable gifts and grants and perform research and community education on behalf on of Hudson Valley Hospice, Inc. 0 0 1257953 1257953 Hudson Valley Hospice Foundation Inc. is organized as a not for profit corporation whose main function is to solicit, invest, and allocate charitable gifts and grants and perform research and community education on behalf on of Hudson Valley Hospice, Inc. 1257953 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 12 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X Stephanie Wilson 8454732273 374 Violet Avenue Poughkeepsie NY 12601 Michael S Kaminski President/CEO 4.00 36.00 X X 0 348308 31354 Mark Malone Chair 1.00 1.00 X X 0 0 0 Heather Cimorelli Vice Chair 1.00 0.00 X X 0 0 0 Joseph Dalvechia Treasurer 1.00 0.00 X X 0 0 0 Sally Murphy Secretary 1.00 0.00 X X 0 0 0 Colleen Sinon Greco Member 1.00 0.00 X 0 0 0 Helen Rinaudo Member/Chairperson Of Hudson Valley Hospice, Inc. 1.00 1.00 X 0 0 0 Jeffrey Feldman Esq Member/Immediate Past Chair 1.00 1.00 X X 0 0 0 Joe Grosse Member 1.00 0.00 X 0 0 0 Kathryn Collins Member 1.00 0.00 X 0 0 0 Kim Kenyon Member 1.00 0.00 X 0 0 0 Loren Rosenthal MD Member 1.00 0.00 X 0 0 0 Margaret Qatani Member 1.00 0.00 X 0 0 0 Mark Trocino Member 1.00 0.00 X 0 0 0 Michelle Barone-Lapore Member 1.00 0.00 X 0 0 0 Nancy Brownell Member 1.00 0.00 X 0 0 0 Vincent Miller Member 1.00 0.00 X 0 0 0 William J Mulvey VP of Finance/CFO 4.00 36.00 X 0 161749 0 Lisa Wilson Executive Director 1.00 39.00 X 0 129143 9125 0 639200 40479 0 0 1 0 Hudson Valley Hospice Inc 374 Violet Avenue Poughkeepsie NY 12601 Management Fees 251814 1 101228 1239503 107433 1340731 71476 71476 30286 0 30286 30286 30286 21912 101228 89377 -67465 -67465 1375028 0 0 34297 1257953 1257953 213430 35987 177443 9258 9258 18239 18239 18299 18299 37902 37902 141 141 3491 3491 Special events 53215 53215 Miscellaneous Expenses 11822 11822 Equipment purchases 3655 3655 1627405 1257953 138794 230658 X 900847 372158 374257 329948 364230 253859 833 19769 24595 20567 11212 9355 9355 1095575 1587506 63516 35111 0 4255 2827549 2617620 7359 8658 66506 36751 73865 45409 X 1007395 2508599 1746289 63612 2753684 2572211 2827549 2617620 -252377 70904 0 X 0 1 X 1 0 X 763890 581816 1698740 830181 1340731 5215358 763890 581816 1698740 830181 1340731 5215358 714090 4501268 27153 35264 68000 70191 71476 272084 5487442 0.82030 0.76370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20567 11212 9355 9355 Operating Lease Obligation 36751 36751 X Part X, Line 2: The Organization consists of public charities under Section 501(c)(3) of the Internal Revenue Code (IRC). As public charities, the Organization is exempt from state and federal income taxes on income earned in accordance with its tax-exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Organization's tax positions and concluded that there is no unrelated business income or uncertain tax positions that require adjustment to the consolidated financial statements. Gala 73365 63010 10355 1090 50610 5382 Golf 49775 38218 11557 7793 22919 1583 123140 101228 21912 8883 73529 6965 89377 -67465 1 Hudson Valley Hospice Inc 374 Violet Avenue Poughkeepsie NY 12601 141638619 501 (C)(3) 1257953 0 N/A N/A Support the mission of Hudson Valley Hospice, Inc. 1 0 Part I, Line 2: Grants are to the parent organization of the Foundation and are guided by the policies of the Hudson Valley Hospice Inc. 0 0 0 0 0 0 0 0 0 Michael S Kaminski President/CEO 0 347308 0 1000 0 0 0 6600 0 24754 0 379662 0 0 William J Mulvey VP of Finance/CFO 0 160749 0 1000 0 0 0 0 0 0 0 161749 0 0 X 1 106689 Stock Market X Auction Items - Gala 5 455 Comparable Sales X Auction Items - Golf 2 255 Comparable Sales X Miscellaneous Item 1 34 Comparable Sales 0 0 0 0 Form 990, Part VI, Section A, line 6 Hudson Valley Hospice, Inc. d/b/a Hudson Valley Hospice is the sole member of Hudson Valley Hospice Foundation, Inc. d/b/a Hudson Valley Hospice Foundation. Form 990, Part VI, Section A, line 7a As the sole member of Hudson Valley Hospice Foundation, Inc., Hudson Valley Hospice, Inc. elects the members of the board of trustees at the annual meeting. Form 990, Part VI, Section B, line 11b A copy of Form 990 is provided to the organization's governing body prior to filing for their review and comments. Form 990, Part VI, Section B, line 12c Each board member, board officer, member of a committee, and key person the "interested persons" annually signs a statement which affirms that such person has complied with the conflict-of-interest policy. "Key Person" means any person, other than a Director, Trustee or Officer, whether or not an employee of the corporation, who (a) has responsibilities, or exercises powers or influence over the corporation as a whole similar to the responsibilities, powers or influence of the Trustees, Directors and Officers; (b) manages the corporation, or a segment of the corporation that represents a substantial portion of the activities, assets, income or expenses of the corporation; or (c) alone or with others controls or determines a substantial portion of the corporation's capital expenditures or operating budget. For purposes of this policy, key person shall include the following employees: President/Chief Executive Officer, Chief Financial Officer, and Vice Presidents. The Corporate Compliance Committee shall review the completed conflict of interest disclosure statement of all interested persons at the time of their submission and provide the board with copies of the disclosure statements of interested person that note exceptions or otherwise provide information concerning relationships, interest, or arrangements of the interest person. Disclosures can be made through the annual conflict of interest disclosure statement required under Article VI and at any time when a conflict otherwise arises. After disclosure of a potential conflict of interest and all material facts, and after any discussion with the interest person to clarify or obtain additional information relevant to the financial interest, he or she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee member shall decide if a conflict of interest exists. If the board or committee has reasonable cause to believe that an interested person has failed to disclose an actual or possible conflict of interest, it shall inform the interested person of the basis for such belief and afford the interested person an opportunity to explain the alleged failure to disclose. If, after hearing the response of the interested person and making such further investigation as may be warranted in the circumstances, the board or committee determines that the interested person has in fact failed to disclose an actual or possible conflict of interest, it shall take such action as it considers appropriate, including disciplinary and corrective action if warranted. Form 990, Part VI, Section B, line 15 Line 15a: Compensation of the top management official is determined by Hudson Valley Hospice, Inc., a related organization. Hudson Valley Hospice, Inc. evaluates management staff using a performance based rating system and compensation plan commensurate with internal and external references. Hudson Valley Hospice, Inc. also utilizes the Hospice Salary and Benefits report published by Hospital and Healthcare Compensation Service, MVI and Labor IQ. The last compensation review occurred in January 2023 for the CEO. Line 15b: Compensation of other officers is determined by Hudson Valley Hospice. Inc., a related organization. Hudson Valley Hospice, Inc. evaluates management staffing using a performance based rating system and compensation plan commensurate with internal and external references noted above. The last compensation review for executive group occurred in April 2023. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy, and financial statements are available to the public upon request. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: Hudson Valley Hospice Foundation, Inc. 374 Violet Avenue Poughkeepsie, NY 12601 EIN 14-1824200 Hudson Valley Hospice Foundation, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Hudson Valley Hospice Inc 374 Violet Avenue Poughkeepsie NY 12601 141638619 Hospice services NY 501(c)(3) Line 10 N/A 0 Hudson Valley Medical Health Choices PC 374 Violet Avenue Poughkeepsie NY 12601 843934431 Palliative care NY 501(c)(3) Line 12c, III-FI N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0