2024-11-15T13:30:44-06:00 2023-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2023-01-01 832255711 Western Reserve Care Solutions % JEFF KOVACS WEST 2163832222 17876 St Clair Avenue Cleveland OH 44110 Jeffrey Kovacs CFO 2163832222 2024-08-12 true true Joseph Sbrocco CPA P00069069 2168311200 2023 2024-10-15 13:58:12Z William E Finn 17876 St Clair Avenue Cleveland OH 44110 16775215 false X N/A X 2018 OH TO SUPPORT THE MISSION OF ITS SUBSIDIARIES, HOSPICE OF THE WESTERN RESERVE, INC. AND HOSPICE OF MEDINA COUNTY AND ANY FUTURE AFFILIATIONS. 20 20 1100 20 0 0 0 14462373 15946374 93244 703026 205379 125815 14760996 16775215 0 0 0 0 10163861 11639859 0 0 0 3860536 3008633 14024397 14648492 736599 2126723 30374301 6676633 30597451 4773060 -223150 1903573 WESTERN RESERVE CARE SOLUTIONS ("WRCS") IS A NONPROFIT CORPORATION ESTABLISHED UNDER THE STATE LAWS OF OHIO. WRCS IS PART OF A GROUP OF RELATED CHARITABLE ORGANIZATIONS THAT PROVIDE HOSPICE, PALLIATIVE CARE, AND RELATED SERVICES. false false 0 16072189 WESTERN RESERVE CARE SOLUTIONS' ("WRCS") PURPOSE IS TO SUPPORT THE MISSION OF ITS SUBSIDIARES, HOSPICE OF THE WESTERN RESERVE, INC. ("HWR"), HOSPICE OF MEDINA COUNTY ("HMC"), HOSPICE OF THE WESTERN RESERVE AT UH, LLC, AND STEIN HOSPICE AND ANY FUTURE AFFILIATIONS. 0 true false false false false false false false false false false false true false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 30 0 1100 true false false false false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true false false OH X JEFF KOVACS 2163832222 17876 ST CLAIR AVENUE Cleveland OH 44110 WILLIAM E FINN PRESIDENT & CEO 40.0 11.0 X 533292 0 36536 MARINA LAZBIN ASSISTANT MEDICAL DIRECTOR 2.0 40.0 X 350613 0 31935 ROBERT ANCKER CHIEF MEDICAL DIRECTOR 2.0 45.0 X 328668 0 35038 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 2.0 40.0 X 311250 0 4578 LARRY ROBINSON HOSPICE MEDICAL DIRECTOR 2.0 40.0 X 264990 0 35391 JEANNETTE SPRENG ASSOCIATE MEDICAL DIRECTOR 2.0 40.0 X 260051 0 33343 JULIA A BARTEL CHIEF CLINICAL OFFICER 3.0 48.0 X 248230 0 30741 JEFFREY KOVACS CHIEF FINANCIAL OFFICER 40.0 11.0 X 233364 0 13881 WILLIAM BOWMAN VICE CHAIR 1.0 4.0 X X 0 0 0 ALFRED CONNORS DIRECTOR 1.0 3.0 X 0 0 0 RAYMOND CUSHING DIRECTOR 1.0 2.0 X 0 0 0 DAN DEMONICA DIRECTOR 1.0 2.0 X 0 0 0 ELIZABETH DOMHOLDT DIRECTOR 1.0 2.0 X 0 0 0 WILLIAM HERZBERGER CHAIR 1.0 5.0 X X 0 0 0 MICHAEL JACOBSON DIRECTOR 1.0 2.0 X 0 0 0 VIRGINIA MLACK MOONEY DIRECTOR 1.0 2.0 X 0 0 0 LAURA NAVIN SECRETARY 1.0 4.0 X X 0 0 0 FAITH NOBLE DIRECTOR 1.0 2.0 X 0 0 0 K KAY POTETZ DIRECTOR 1.0 2.0 X 0 0 0 MARY OGRINC DIRECTOR 1.0 2.0 X 0 0 0 MARK RIBBINS DIRECTOR 1.0 2.0 X 0 0 0 MARK ROSS TREASURER 1.0 3.0 X X 0 0 0 MICHAEL SANDRIDGE DIRECTOR 1.0 2.0 X 0 0 0 MARK SCHROEDER DIRECTOR 1.0 2.0 X 0 0 0 WILLIAM SPRINGER DIRECTOR 1.0 2.0 X 0 0 0 WILLIAM STIGELMAN DIRECTOR 1.0 2.0 X 0 0 0 LAMONT MACKLEY DIRECTOR 1.0 1.0 X 0 0 0 DIANA STARKS DIRECTOR 1.0 1.0 X 0 0 0 2530458 0 221443 70 false true false FRANTZ WARD LLP 200 PUBLIC SQUARE SUITE 3000 CLEVELAND OH 44114 ATTORNEY FEES 249742 THE COURTNEY COMPANY 53 BELLUS ROAD HINCKLEY OH 44233 CONT/TEMP STAFF 115783 2 0 MANAGEMENT FEES 561000 15946374 15946374 15946374 703026 703026 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 125815 125815 125815 16775215 16072189 703026 0 0 0 0 1096044 1096044 0 8454859 8454859 221268 221268 1156558 1156558 711130 711130 0 235852 235852 0 0 0 0 1087113 1087113 305535 305535 687832 687832 0 0 240602 240602 19905 19905 0 92535 92535 0 0 131720 131720 86652 86652 MAINTENANCE/HSKG 57500 57500 EQUIPMENT MAINTENANCE 33570 33570 AUTO EXPENSES 14707 14707 SECURITY 12233 12233 2877 2877 14648492 0 14648492 0 662028 665071 1500598 1500728 0 0 26825710 2311917 0 0 0 0 0 0 0 0 160232 274660 0 0 0 0 0 0 1225733 1924257 0 0 0 0 30374301 6676633 3680167 4773060 0 0 0 0 0 0 0 0 0 0 0 0 0 0 26917284 0 30597451 4773060 X -223150 1903573 0 0 -223150 1903573 30374301 6676633 X 2126723 X false true X true false X X X 3 HOSPICE OF THE WESTERN RESERVE INC 341256377 10 true 0 0 HOSPICE OF MEDINA COUNTY 341363926 10 true 0 0 STEIN HOSPICE 341664586 7 true 0 0 3 0 0 true false false false false false false false false false false false false false false true JOINT VENTURE-HWR/UNIV. HOSP. 1924257 C 1924257 X X X X false true false false false false false false false WILLIAM E FINN PRESIDENT & CEO 383492 149800 11497 25039 569828 JULIA A BARTEL CHIEF CLINICAL OFFICER 229314 18916 5702 25039 278971 JEFFREY KOVACS CHIEF FINANCIAL OFFICER 215495 17869 5209 8672 247245 MARINA LAZBIN ASSISTANT MEDICAL DIRECTOR 349813 800 5998 25937 382548 ROBERT ANCKER CHIEF MEDICAL DIRECTOR 303848 24820 9101 25937 363706 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 310450 800 4578 315828 JEANNETTE SPRENG ASSOCIATE MEDICAL DIRECTOR 259251 800 7365 25978 293394 LARRY ROBINSON HOSPICE MEDICAL DIRECTOR 258911 6079 6863 28528 300381 SCHEDULE J, PART I, #4B PARTICIPATE IN, RECEIVE PAYMENT FROM, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WILLIAM FINN PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN WITH NO EMPLOYER CONTRIBUTIONS. PAGE 6, PART VI, SECTION A, #11B FORM 990 REVIEW PROCESS Initially the Form 990 is prepared by the outside accounting firm who then sends it to management for their review and approval. Management then forwards the Form 990 to the Finance Committee of the Board for their review and approval before it is finalized. Then, it is made available to the full Board for their review, prior to filing the form with the IRS. PAGE 6, PART VI, SECTION B, #12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY All Board members and employees are required to submit a disclosure statement at the beginning of employment and annually thereafter. If a matter arises which a Board member or employee has a conflict of interest, it shall be promptly disclosed to the Board or Chief Executive Officer as appropriate. Staff may initiate disclosure through their supervisor. However, the Board member or employee shall not participate in the discussion or vote to determine whether a conflict exists unless requested to do so. PAGE 6, PART VI, SECTION B, #15A PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION OF THE CEO IS BASED ON LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. WITH THE HELP OF THE HUMAN RESOURCES TEAM, THE ORGANIZATION PARTICIPATES IN ANNUAL AND SPECIAL COMPENSATION SURVEYS AND THE RESULTING DATA IS SHARED WITH THE BOARD OF DIRECTORS. COMPENSATION INFORMATION IS ALSO OBTAINED FROM FORM 990'S FROM OTHER COMPARABLE NOT-FOR-PROFIT HOSPICES. IN ADDITION, EACH BOARD DIRECTOR IS ASKED TO RESPOND TO A QUESTIONNAIRE EVALUATING THE CEO'S PERFORMANCE COMPARED TO GOALS ESTABLISHED DURING THE PREVIOUS YEAR'S EVALUATION. THE RESULTS OF THE QUESTIONNAIRES ARE TABULATED AND SHARED WITH THE BOARD'S EXECUTIVE COMMITTEE. BASED ON THE THE LABOR MARKET DATA AND ANNUAL PERFORMANCE EVALUATION PROCESS, THE EXECUTIVE COMMITTEE THEN ESTABLISHES THE CEO'S COMPENSATION LEVEL AS WELL AS ANY PERFORMANCE BONUS THAT MAY BE PROVIDED. FOR OTHER KEY OFFICERS, THE PROCESS IS SIMILAR TO THE PROCESS NOTED ABOVE. THE ORGANIZATION OBTAINS LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. THE ORGANIZATION PARTICIPATES IN ROUTINE SPECIAL COMPENSATION SURVEYS AND THE RESULTING DATA IS SHARED WITH THE CEO. IN ADDITION, THE INTERNAL ALIGNMENT OF OUR POSITIONS IS PERIODICALLY REVIEWED. RATES OF PAY ARE REVIEWED AND ESTABLISHED FOR INTERNAL POSITIONS BASED ON EQUITABLE RELATIONSHIPS AND THE DIFFICULTY AND RESPONSIBILITY OF WORK PERFORMED. RECOMMENDATIONS FOR REQUISITE CHANGES ARE DISCUSSED WITH THE CEO. THE OFFICER'S PERFORMANCE IS REVIEWED ON AN ANNUAL BASIS BY THE CEO. BASED ON THE INDIVIDUAL'S ANNUAL PERFORMANCE AND GOALS ACHIEVED, AND THE INTERNAL AND EXTERNAL DATA, THE CEO WILL ESTABLISH THE COMPENSATION LEVEL FOR HIS OFFICERS. THIS PROCESS HELPS US MAINTAIN THE ORGANIZATION'S INTERNAL ALIGNMENT AND EXTERNAL COMPETITIVENESS. THE ABOVE PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE. PAGE 6, PART VI, SECTION C, #19 DOCUMENTS AVAILABLE TO PUBLIC WESTERN RESERVE CARE SOLUTIONS DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES UPON REQUEST and INSPECTION AT THE HEADQUARTERS OFFICE. WESTERN RESERVE CARE SOLUTIONS DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC AT THIS TIME. HOSPICE OF THE WESTERN RESERVE INC 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341256377 HOSPICE OH 501(c)(3) 10 WRCS true HOSPICE OF MEDINA COUNTY 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341363926 HOSPICE OH 501(c)(3) 10 WRCS true HOSPICE OF THE WESTERN RESERVE UH LLC 4510 RICHMOND ROAD WARRENSVILLE HEIGHTS OH 44128 832806180 HOSPICE OH 501(c)(3) 10 NA false Hospice of the Western Reserve Foundatio 17876 St Clair Avenue cleveland OH 44110 863150092 finl support OH 509(A)(3) HWR false STEIN HOSPICE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341411008 HOSPICE OH 501(C)(3) 7 WRCS true false false false true true false false false false false false true false true true true false false Hospice of Medina County D 1028467 FMV Hospice of Medina County E 2498521 FMV HOSPICE OF THE WESTERN RESERVE E 5655755 FMV HOSPICE OF THE WESTERN RESERVE M 11147081 FMV HOSPICE OF THE WESTERN RESERVE O 35566619 Allocated Wages HOSPICE OF THE WESTERN RESERVE D 2520480 FMV