2024-07-01T16:13:15-04:00 2023-12-31 382088116 BRICKLEY DELONG PC PO BOX 999 MUSKEGON MI 494430999 990 2023-01-01 382414012 HOSPICE OF LENAWEE HOSP 5172632323 1903 WOLF CREEK HIGHWAY ADRIAN MI 49221 TRAVIS HAVENS PRESIDENT AND CEO 0051726323 2024-05-15 true TRAVIS HAVENS 999009999 false ERIC P VANDOP CPA P01868437 2317265800 2024-05-15 2023 2023-04-26 12:10:37Z TRAVIS HAVENS 1903 WOLF CREEK HIGHWAY ADRIAN MI 49221 12103112 false X WWW.HOSPICEOFLENAWEE.ORG X 1981 MI HOSPICE OF LENAWEE PROVIDES COMPASSIONATE PATIENT AND FAMILY CENTERED CARE TO THE PEOPLE OF OUR COMMUNITY DURING AND AFTER THE LAST SEASON OF LIFE. 23 22 117 114 0 853853 692374 8059764 8110433 180029 449592 60165 66667 9153811 9319066 0 0 6280094 6041796 0 174083 3243635 3400385 9523729 9442181 -369918 -123115 10034709 10208211 861047 886596 9173662 9321615 X HOSPICE OF LENAWEE PROVIDES COMPASSIONATE PATIENT AND FAMILY CENTERED CARE TO THE PEOPLE OF OUR COMMUNITY DURING AND AFTER THE LAST SEASON OF LIFE. false false 5261527 5671297 DIRECT CARE - HOME CARE A SPECIALIZED, INTERDISCIPLINARY TEAM TAILORS A PLAN OF CARE FOR EACH PATIENT AND FAMILY/CAREGIVER WITH A TERMINAL DIAGNOSIS. THE PLAN CONSIDERS PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS. INCLUDED IN THE INTERDISCIPLINARY TEAM ARE REGISTERED NURSES, LICENSED PRACTICAL NURSES, SOCIAL WORKERS, CERTIFIED NURSING ASSISTANTS, SPIRITUAL CARE STAFF AND VOLUNTEERS. THE HOME CARE INTERDISCIPLINARY TEAM SERVES PATIENTS IN WHATEVER SETTING THEY CALL "HOME". 476 PATIENTS WERE PROVIDED SUPPORT SERVICE AND MEDICAL SUPPLIES. 1690387 2439136 DIRECT CARE - HOSPICE HOME: IN JULY 2012 HOSPICE OF LENAWEE OPENED AN 8-BED IN-PATIENT UNIT WHICH SERVES PATIENTS AT ALL LEVELS OF CARE (ROUTINE, GIP, RESPITE AND CONTINUOUS). THE UNIT IS STAFFED WITH A SPECIALIZED, INTERDISCIPLINARY TEAM THAT TAILORS A PLAN OF CARE FOR EACH PATIENT. THE PLAN CONSIDERS PHYSICAL, EMOTIONAL, SOCIAL AND SPIRITUAL NEEDS. INCLUDED IN THE INTERDISCIPLINARY TEAM ARE REGISTERED NURSES, LICENSED PRACTICAL NURSES, SOCIAL WORKERS, CERTIFIED NURSING ASSISTANTS, SPIRITUAL CARE STAFF AND VOLUNTEERS. 131 PATIENTS WERE PROVIDED SUPPORT SERVICE AND MEDICAL SUPPLIES. 543508 SOCIAL WORK AND SPIRITUAL CARE: SOCIAL WORKERS AND SPIRITUAL CARE STAFF ARE AN INTEGRAL PART OF THE SPECIALIZED, INTERDISCIPLINARY TEAM THAT PREPARES A PLAN OF CARE FOR EACH PATIENT. THEY PROVIDE COUNSELING AND SPIRITUAL SUPPORT FOR HOME CARE AND HOSPICE HOME PATIENTS AND FAMILIES. 580 PATIENTS WERE SERVED, INCLUSIVE OF THE FIRST TWO PROGRAMS. 409842 BEREAVEMENT: BEREAVEMENT STAFF ARE MEMBERS OF THE SPECIALIZED, INTERDISCIPLINARY TEAM WHO FOLLOW PATIENT FAMILIES/CAREGIVERS FOR THIRTEEN MONTHS AFTER THE DEATH OF A PATIENT. COMMUNITY BEREAVEMENT SERVES ANYONE IN OUR COMMUNITY WHO HAS EXPERIENCED A LOSS, EVEN THOUGH THE PATIENT WAS NOT SERVED BY HOSPICE OF LENAWEE. 438 PATIENTS WERE SERVED. VOLUNTEERS PROGRAM: VOLUNTEERS ARE MEMBERS OF THE SPECIALIZED, INTERDISCIPLINARY TEAM AND ARE REQUIRED TO COMPLETE TWENTY-FOUR HOURS OF TRAINING PRIOR TO BEING ASSIGNED DUTIES. THE ORGANIZATION'S VOLUNTEER PROGRAM PROVIDES OPPORTUNITIES FOR MEMBERS OF OUR COMMUNITY TO ASSIST WITH DIRECT PATIENT CARE FOR HOME CARE AND HOSPICE HOME PATIENTS AND FAMILIES AS WELL AS INDIRECT (ADMINISTRATIVE) SUPPORT. 409842 7905264 true true false true false false false true false true true false false false false true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 19 0 true 117 true false false false false false false false false false false false false X 23 22 false false false false false false false true true false false true true true true true true true false false MI X THE ORGANIZATION 5172632323 1903 WOLF CREEK HIGHWAY ADRIAN MI 49221 JUSTIN VOORHEES MEDICAL DIRE 40.00 X 190754 0 27204 TRAVIS HAVENS PRESIDENT AN 40.00 X 145171 0 25837 AMY BERGMAN CHAIR 0.50 X X 0 0 0 WILLIAM TODD CARVER VICE CHAIR 0.50 X X 0 0 0 CHRIS CLARKE TREASURER 0.50 X X 0 0 0 JULIE GOLL SECRETARY 0.50 X X 0 0 0 BOB VOGEL PAST CHAIR 0.50 X X 0 0 0 HOLLEIGH BAKER DIRECTOR 0.50 X 0 0 0 JOHN BARNHART DIRECTOR 0.50 X 0 0 0 MARIA CARRICO DIRECTOR 0.50 X 0 0 0 MARGARET COYNE DIRECTOR 0.50 X 0 0 0 JEFF DANLEY DIRECTOR 0.50 X 0 0 0 PATT HAYES DIRECTOR 0.50 X 0 0 0 JEANETTE HENAGAN DIRECTOR 0.50 X 0 0 0 MARY MYERS BOHN DIRECTOR 0.50 X 0 0 0 DANE NELSON DIRECTOR 0.50 X 0 0 0 BRIAN NOFZINGER DIRECTOR 0.50 X 0 0 0 DANIEL PENA DIRECTOR 0.50 X 0 0 0 JOANN NEGRETE SPADE DIRECTOR 0.50 X 0 0 0 MATTHEW SWARTZLANDER DIRECTOR 0.50 X 0 0 0 CATHY THIELAN DIRECTOR 0.50 X 0 0 0 MEGGAN WANKE-HAMMOND DIRECTOR 0.50 X 0 0 0 BRYAN WARD DIRECTOR 0.50 X 0 0 0 SALLY WHELAN EMERITUS DIR 0.50 X 0 0 0 335925 53041 2 false true false 678 22770 668926 36143 692374 MEDICARE 5956027 5956027 MEDICAID 1665661 1665661 COMMERCIAL INSURANCE 330620 330620 SELF PAY 158125 158125 8110433 112574 112574 3085219 2745497 2704 339722 -2704 337018 337018 81182 35845 45337 45337 OTHER 21330 21330 21330 9319066 8468781 157911 388966 337664 51302 4438193 3687237 646545 104411 105195 84680 18984 1531 739670 592828 135305 11537 369772 306564 55175 8033 2281 2281 20575 20575 124 124 21543 21543 24751 24751 41206 6744 34462 119044 71563 45983 1498 89329 89329 163719 144346 19373 153050 150458 1976 616 32797 17616 10547 4634 24508 24508 256967 169342 87625 62258 49842 12416 PATIENT CARE 2234381 2234381 MISCELLANEOUS 77231 23741 16168 37322 PROVIDER RELIEF FUND 40070 21597 15940 2533 SUPPLIES 30807 1586 27922 1299 5744 5075 669 9442181 7905264 1362834 174083 75812 7530 8171 108510 151098 656789 741202 63289 72916 65624 60564 6471594 2490766 4221727 3980828 4835428 5193432 10034709 10208211 861047 886596 861047 886596 X 6164295 5878726 3009367 3442889 9173662 9321615 10034709 10208211 X -123115 271068 X false true X true false X 613078 1082983 1693256 853853 692374 4935544 613078 1082983 1693256 853853 692374 4935544 4935544 83127 75276 72166 96828 112574 439971 142751 58086 62367 45908 44337 353449 2064 14257 16321 5745285 41692057 0.85910 0.83890 X PART II, LINE 10 MISCELLANOUS 16,321 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 124 124 false SCHEDULE C, PART II-B, LINE 1 WE PARTICIPATED IN A COLLABORATIVE OF 9 OTHER HOSPICES WITH HOSPICE RESIDENCE BEDS DUALLY LICENSED WITH THE STATE OF MICHIGAN, TO DISCUSS WITH ELECTED LEGISLATIVE OFFICIALS AND STATE STAFFERS (MOSTLY DEPARTMENT OF COMMUNITY HEALTH (DCH)) TO INTRODUCE LEGISLATION TO RESTORE FUNDING FOR THESE LICENSED SPECIAL NEEDS LONG TERM CARE BEDS. THIS FUNDING WAS DISCONTINUED ON SEPT. 30, 2013 AS A RESULT OF A DCH POLICY DIRECTIVE. THE BUDGET WAS REINSTATED BUT IS AN ANNUAL ALLOTMENT AND EACH YEAR WE MUST MEET WITH LEGISLATORS TO INCLUDE THESE FUNDS IN THE BUDGET. WE ALSO INCUR AN ALLOCATION OF LOBBYING EXPENSES FROM OUR NATIONAL AND STATE HOSPICE ASSOCIATIONS - NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION AND HOSPICE AND PALLIATIVE CARE ASSOCIATION OF MICHIGAN. X false 4913273 8382 731284 372770 21543 5258626 6067205 36014 -848324 318747 22875 4913273 5329740 127930 778655 143716 25404 6067205 4706602 88347 654798 99114 20893 5329740 3746531 356044 766461 143699 18735 4706602 0.41350 0.42580 0.16070 true false 277037 277037 5098564 1537670 3560894 1095993 953096 142897 3980828 X 9604436 271068 35845 306913 9297523 21543 21543 9319066 9456483 35845 35845 9420638 21543 21543 9442181 SCHEDULE D, PAGE 2, PART III, LINE 4 THE ORGANIZATION HAS RECEIVED VARIOUS DONATED WORKS OF ART. THE COLLECTION IS DISPLAYED IN SEVERAL LOCATIONS PRIMARILY IN THE HOSPICE HOME AND HAS BEEN PRESERVED AND CARED FOR AND ACTIVITIES VERIFYING ITS EXISTENCE AND ASSESSING ITS CONDITION ARE PERFORMED CONTINUOUSLY. COLLECTED ITEMS ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THE FAIR MARKET VALUE OF THE COLLECTIONS AT THE DATE OF THE GIFTS HAS NOT BEEN DETERMINED. IT IS THE POLICY OF THE ORGANIZATION NOT TO RECORD CONTRIBUTIONS OF WORKS OF ART AS REVENUES BECAUSE THE ITEMS ARE HELD FOR PUBLIC EXHIBITION RATHER THAN FINANCIAL GAIN. SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION IS THE BENEFICIARY OF TWO ENDOWMENTS. THE WHELAN ENDOWMENT WAS CREATED TO SUPPORT DIRECT PATIENT CARE AND THE LEONARD ENDOWMENT WAS CREATED FOR THE MAINTENANCE, REPAIR, AND RENOVATION OF THE ORGANIZATION'S OFFICES AND IN-PATIENT FACILITY. THE ORGANIZATION ALSO HAS CREATED THREE FUNDS THROUGH WHICH IT CONTINUES TO SOLICIT PERPETUALLY RESTRICTED DONATIONS: THE HOSPICE HEART ENDOWMENT WHICH IS DESIGNED TO COVER PAYMENTS FOR UNDERINSURED OR UNINSURED PATIENT SERVICES; THE KATHY GOETZ BEREAVEMENT ENDOWMENT WHICH IS DESIGNED TO ASSIST IN COVERING THE COST OF COMMUNITY BEREAVEMENT SERVICES PROVIDED TO THE LENAWEE COMMUNITY; AND A BOARD DESIGNATED ENDOWMENT FOR INITIATIVES AND OPERATING NEEDS SUPPORTING THE ORGANIZATIONS MISSION. FINALLY, THE ORGANIZATION HAS ALSO CREATED A BOARD DESIGNATED ENDOWMENT FOR THE PURPOSE OF SUPPORTING THE ORGANIZATION'S MISSION BY PROVIDING SUPPORT FOR ORGANIZATION INITIATIVES OR FOR OPERATING NEEDS THAT MAY ARISE FROM TIME TO TIME. OTHER PERPETUALLY RESTRICTED CONTRIBUTIONS ARE INVESTED ALONG WITH THE BOARD DESIGNATED ENDOWMENT. THE ORGANIZATION'S ENDOWMENT FUNDS ARE SUBJECT TO THE MICHIGAN UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) WHICH REQUIRES THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT, AS OF THE GIFT DATE OF THE DONOR- RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE ORGANIZATION CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT LESS UNDERWATER AMOUNTS, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION WAS ADDED TO THE FUND. IN ADDITION, MICHIGAN UPMIFA RESTRICTS INVESTMENT INCOME EARNED BY ENDOWMENT FUNDS UNTIL APPROPRIATED FOR EXPENDITURE AND, AS SUCH, INVESTMENT INCOME RELATED TO ENDOWMENT FUNDS IS ALSO CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS. IN ACCORDANCE WITH UPMIFA, THE ORGANIZATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR- RESTRICTED ENDOWMENT FUNDS: THE DURATION AND PRESERVATION OF THE VARIOUS FUNDS, THE PURPOSES OF THE DONOR-RESTRICTED ENDOWMENT FUNDS, GENERAL ECONOMIC CONDITIONS, THE POSSIBLE EFFECT OF INFLATION AND DEFLATION, THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS, OTHER RESOURCES OF THE ORGANIZATION, AND THE ORGANIZATIONS INVESTMENT POLICIES. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE OR FOUR YEARS. SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EXPENSES 35,845 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES 35,845 LIGHTS OF LOVE 81182 81182 8320 81182 81182 8320 8320 72862 false false false false false false false false false JUSTIN VOORHEES MEDICAL DIRECTOR 190754 5895 21309 217958 TRAVIS HAVENS PRESIDENT AND CEO 145171 4528 21309 171008 X AUCTION ITEMS 135 36143 SALE PRICE OF COMP. ITEMS false false false FORM 990, PAGE 2, PART III, LINE 4D BEREAVEMENT: BEREAVEMENT STAFF ARE MEMBERS OF THE SPECIALIZED, INTERDISCIPLINARY TEAM WHO FOLLOW PATIENT FAMILIES/CAREGIVERS FOR THIRTEEN MONTHS AFTER THE DEATH OF A PATIENT. COMMUNITY BEREAVEMENT SERVES ANYONE IN OUR COMMUNITY WHO HAS EXPERIENCED A LOSS, EVEN THOUGH THE PATIENT WAS NOT SERVED BY HOSPICE OF LENAWEE. 438 PATIENTS WERE SERVED. VOLUNTEERS PROGRAM: VOLUNTEERS ARE MEMBERS OF THE SPECIALIZED, INTERDISCIPLINARY TEAM AND ARE REQUIRED TO COMPLETE TWENTY-FOUR HOURS OF TRAINING PRIOR TO BEING ASSIGNED DUTIES. THE ORGANIZATION'S VOLUNTEER PROGRAM PROVIDES OPPORTUNITIES FOR MEMBERS OF OUR COMMUNITY TO ASSIST WITH DIRECT PATIENT CARE FOR HOME CARE AND HOSPICE HOME PATIENTS AND FAMILIES AS WELL AS INDIRECT (ADMINISTRATIVE) SUPPORT. FORM 990, PAGE 6, PART VI, LINE 11B THE IRS FORM 990 IS REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE AND THE ENTIRE GOVERNING BODY IS PROVIDED A COPY PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE UPDATED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS REVIEWS ANNUALLY THE COMPENSATION OF THE PRESIDENT/CEO AND DETERMINES CHANGES, IF ANY ARE NECESSARY. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CONTACT INFORMATION IS PROVIDED ON THE ORGANIZATION'S WEBSITE. ADDITIONALLY, THE ARTICLES OF NONPROFIT INCORPORATION AND ANNUAL REPORTS ARE AVAILABLE FROM MICHIGAN DEPT OF ENERGY, LABOR & ECONOMIC GROWTH AT WWW.DLEG.STATE.MI.US/BCS_CORP. FORM 990, PART XI, LINE 9 DIRECT FUNDRAISING EXPENSES 35,845 DIRECT FUNDRAISING EXPENSES -35,845