2025-02-25T11:34:34-06:00 2023-09-30 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-10-01 922461222 HOSPICE OF MARION COUNTY FOUNDATION INC HOSP 3522915143 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 KATHRYN BEECHER CHIEF FINANCIAL OFFICER 3522915143 2025-02-25 1 1 HARRY E HARP CPA P00176471 4077405400 2022 2025-03-06 01:10:19Z X X X KATHRYN BEECHER 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 2742429 0 X HOSPICEOFMARION.ORG/DONATE/ X 2022 FL TO SUPPORT HOSPICE OF MARION COUNTY, INC. WHICH PROVIDES CHARITABLE HOSPICE CARE, GRIEF AND BEREAVEMENT SERVICES AT NO CHARGE FOR ANYONE IN MARION COUNTY, DEMENTIA EDUCATION AND SUPPORT, VETERAN PROGRAMMING AND MORE. 7 7 0 525 0 0 1724649 0 154537 182 1879368 0 0 0 0 94416 615692 615692 1263676 13493949 126458 13367491 THE ORGANIZATION'S MISSION IS TO SUPPORT HOSPICE OF MARION COUNTY, INC. WHICH PROVIDES CHARITABLE HOSPICE CARE, GRIEF AND BEREAVEMENT SERVICES AT NO CHARGE FOR ANYONE IN MARION COUNTY, DEMENTIA EDUCATION AND SUPPORT, VETERAN PROGRAMMING AND MORE. 0 0 467496 HOSPICE OF MARION COUNTY FOUNDATION PROVIDES FUNDING IN SUPPORT OF THE DAILY OPERATIONS OF HOSPICE OF MARION COUNTY, INC. A 501(C)(3) ORGANIZATION WHICH PROVIDES CHARITABLE HOSPICE CARE, GRIEF AND BEREAVEMENT SERVICES AT NO CHARGE FOR ANYONE IN MARION COUNTY, DEMENTIA EDUCATION AND SUPPORT, VETERAN PROGRAMMING AND MORE. 467496 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X KATHRYN BEECHER 3522915143 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 JONATHAN FLEECE EMPATH CEO/PRESIDENT 1.00 48.00 X 0 624034 60277 SAIDA BOUHAMID EMPATH CHIEF FINANCIAL OFFICER 1.00 48.00 X 0 452197 50184 CHRISTY HENDRICKS EMPATH CHIEF LEGAL OFFICER 1.00 45.00 X 0 175078 16558 CYNTHIA MOODY EXECUTIVE DIRECTOR 1.00 X X 0 0 0 JEFFREY SAUEY CHAIRMAN 1.00 1.00 X X 0 0 0 ADRIANNE RIVIERE SUPPORT COORDINATOR 1.00 X 0 0 0 CONNIE BROWN DIRECTOR 1.00 1.00 X 0 0 0 JAMES CHICKLO MD DIRECTOR 1.00 1.00 X 0 0 0 ED HALL DIRECTOR 1.00 X 0 0 0 CHESTER WEBER DIRECTOR 1.00 X 0 0 0 0 1251309 127019 0 0 1 0 0 270 296003 1428376 863061 1724649 47438 47438 107099 0 107099 107099 107099 0 270 0 0 863243 863061 182 182 1879368 182 0 154537 X 150977 104074 46903 6877 6877 325579 247843 77736 2902 655 2247 14377 10914 3463 53548 51461 2087 MISCELLANEOUS 47014 40096 6918 FUNDRAISING GRANT EXPEN 12036 12036 FOOD 2101 136 1965 MEDICAL AND SMALL EQUIP 281 281 615692 467496 53780 94416 285 1370 36773 12546454 0 909067 0 13493949 11498 114960 0 126458 X 13367491 0 13367491 0 13493949 X 1263676 19210 12084605 X X 0 1 X 1 0 X X 1 HOSPICE OF MARION COUNTY 592214796 10 1 296003 151000 1 296003 151000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CASH AND MONEY MARKET FUNDS 2431766 F DOMESTIC EQUITIES 3239542 F MUTAL FUNDS 479204 F ALTERNATIVE INVESTMENTS 6395942 F 12546454 DUE FROM HOSPICE OF MARION COUNTY 909067 909067 X 13976306 19210 12084605 12103815 1872491 6877 6877 1879368 608815 0 608815 6877 6877 615692 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED HOSPICE OF MARION COUNTY FOUNDATION AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, THEREFORE, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSET TRANSFER 12,084,605. X 0 0 0 0 0 0 0 0 0 JONATHAN FLEECE EMPATH CEO/PRESIDENT 0 549965 0 50000 0 24069 0 27000 0 33277 0 684311 0 0 SAIDA BOUHAMID EMPATH CHIEF FINANCIAL OFFICER 0 396809 0 32522 0 22866 0 27000 0 23184 0 502381 0 0 CHRISTY HENDRICKS EMPATH CHIEF LEGAL OFFICER 0 149092 0 5626 0 20360 0 5917 0 10641 0 191636 0 0 PART I, LINE 7 THE BONUSES OF ALL EMPLOYEES, OTHER THAN THE CEO, WERE AWARDED AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE BONUS OF THE CEO IS WRITTEN INTO HIS EMPLOYMENT CONTRACT AND IS AWARDED ANNUALLY BASED UPON THE ACHIEVEMENT OF CERTAIN ORGANIZATIONAL AND PERSONAL METRICS. X 863061 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. THEN A COPY IS PROVIDED TO EVERY MEMBER OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT OFFICERS, DIRECTORS AND KEY EMPLOYEES DISCLOSE CONFLICTS OF INTEREST ANNUALLY. THE DISCLOSURES ARE MADE VIA CONFLICT OF INTEREST QUESTIONNAIRES WHICH ARE REVIEWED BY THE EXECUTIVE ASSISTANT TO THE CEO. ANY DISCLOSURES ARE BROUGHT TO THE ATTENTION OF THE CEO WHO THEN ENSURES THAT ANYONE WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST REFRAINS FROM DISCUSSIONS OR VOTING ON ISSUES RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER IS REVIEWED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION ANNUALLY USING COMPARABILITY DATA TO ENSURE COMPENSATION IS REASONABLE. A RECOMMENDATION IS THEN MADE TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. THE PROCESS IS DOCUMENTED IN BOTH THE BOARD AND EXECUTIVE COMMITTEE MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 20,000. TOTAL EXPENSES 20,000. SALARIES AND BENEFITS ALLOCATION: PROGRAM SERVICE EXPENSES 247,843. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 57,736. TOTAL EXPENSES 305,579. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER 12,084,605. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. AMENDED FORM 990 THIS RETURN IS BEING AMENDED TO FILE AS A FISCAL YEAR ENDING SEPTEMBER 30, 2023 RATHER THAN A CALENDAR YEAR END AS ORGINALLY FILED. STRATUM HEALTH SYSTEM INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 472508009 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(C)(3) LINE 12A, I EMPATH-STRATUM INC 0 THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 592252045 FUNDRAISING FL 501(C)(3) LINE 7 EMPATH HEALTH INC 0 TIDEWELL HOSPICE INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 591911861 PROVIDE HOSPICE CARE FL 501(C)(3) LINE 7 STRATUM HEALTH SYSTEM INC 0 EMPATH HEALTH INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 263605761 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(C)(3) LINE 12B, II EMPATH-STRATUM INC 0 THE HOSPICE OF THE FLORIDA SUNCOAST INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 591744006 HOSPICE FL 501(C)(3) LINE 10 EMPATH HEALTH INC 0 THE HOSPICE INSTITUTE OF THE FLORIDA SUNCOAST INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 593176721 INACTIVE FL 501(C)(3) LINE 7 EMPATH HEALTH INC 0 SUNCOAST PACE INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 452980257 PACE PROGRAM FL 501(C)(3) LINE 10 EMPATH HEALTH INC 0 TIDEWELL FOUNDATION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 850729071 PROVIDE FUNDS TO SUPPORT THE MISSION AND PROGRAMS OF TIDEWELL HOSPICE FL 501(C)(3) LINE 7 STRATUM HEALTH SYSTEM INC 0 AIDS SERVICE ASSOCIATION OF PINELLAS INC DBA EMPATH PARTNERS IN CARE (EPIC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 592862537 AIDS PREVENTION FL 501(C)(3) LINE 7 EMPATH HEALTH INC 0 EMPATH-STRATUM INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 851356625 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(C)(3) LINE 12A, I 0 EMPATH HOSPICE DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 881853133 INACTIVE FL 501(C)(3) LINE 7 EMPATH-STRATUM INC 0 EMPATH HOME HEALTH DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 872762760 HOSPICE FL 501(C)(3) LINE 7 EMPATH-STRATUM INC 0 EMPATH ELDER SERVICES DIVISION INC DBA EMPATH COMPLETE CARE 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 999999999 INACTIVE - APPLIED FOR FL 501(C)(3) LINE 7 EMPATH-STRATUM INC 0 EMPATH COMMUNITY SERVICES DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 999999999 INACTIVE - APPLIED FOR FL 501(C)(3) LINE 7 EMPATH-STRATUM INC 0 EMPATH MEDICAL SERVICES DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 999999999 INACTIVE - APPLIED FOR FL 501(C)(3) LINE 7 EMPATH-STRATUM INC 0 HOSPICE OF MARION COUNTY INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 592214796 PROVIDES END-OF-LIFE CARE AND SERVICES FL 501(C)(3) LINE 10 EMPATH-STRATUM INC 0 HEAL AT HOME HEALTHCARE LLC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 471364127 IN HOME HEALTH CARE FL N/A 0 0 HOSPICE SYSTEMS INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 593502780 INACTIVE FL N/A 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1