2025-08-15T13:44:55+00:00 2024-09-30 440160260 Forvis Mazars LLP 120 E Palmetto Park Road Suite 403 Boca Raton FL 33432 990 2023-10-01 922461222 Hospice of Marion County Foundation Inc HOSP 3522915143 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 JONATHAN FLEECE PRESIDENT/CEO 3522915143 2025-08-15 true true April Arnold P01559426 5612991820 2025-08-15 2023 2025-03-06 01:10:19Z JONATHAN FLEECE 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 7051929 false 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. 6 6 34 500 0 0 1724649 3434789 0 154537 1461564 182 245 1879368 4896598 234611 0 811911 0 439362 615692 945983 615692 1992505 1263676 2904093 13493949 17726724 126458 1281555 13367491 16445169 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. false false 1417979 234611 245 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. 1417979 true true false false false false false false false true true false false true true true true false false true false false false false false false true false true false false false false false false false false true false false false false true true true false false true X 0 0 34 true false false false false false false false false false false false false X 6 6 false false false false false true true true true false false true true true true true true true false false FL X SAIDA BOUHAMID 3522915143 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 CYNTHIA MOODY EXECUTIVE DIRECTOR 1.0 0 X X 0 0 0 JEFFREY SAUEY CHAIRMAN 1.0 1.0 X X 0 0 0 ADRIANNE RIVIERE SUPPORT COORDINATOR 1.0 0 X 0 0 0 CHESTER WEBER DIRECTOR 1.0 0 X 0 0 0 ED HALL DIRECTOR 1.0 0 X 0 0 0 JAMES CHICKLO MD DIRECTOR 1.0 1.0 X 0 0 0 CHRISTY HENDRICKS EMPATH CHIEF LEGAL OFFICER 1.0 49.0 X 0 380853 38110 JONATHAN FLEECE EMPATH CEO/PRESIDENT 1.0 49.0 X 0 827833 48894 SAIDA BOUHAMID EMPATH CHIEF FINANCIAL OFFICER 1.0 49.0 X 0 447125 38556 0 1655811 125560 0 false true false 0 17500 3417289 2155331 3434789 0 0 0 0 0 352789 352789 0 0 1108775 0 1108775 0 1108775 1108775 2155576 2155331 245 245 0 0 0 0 0 4896598 245 0 1461564 234611 234611 644150 507208 136942 14051 11405 2646 104165 82887 21278 49545 38101 11444 109524 109524 25500 25500 82811 28894 0 53917 34316 34316 62006 47997 14009 373544 367230 140 6174 8059 8059 3382 3382 MISCELLANEOUS 167839 61078 106761 EVENTS AND SUPPORT 75242 75242 FOOD 3588 698 2890 MEDICAL AND SMALL EQUIPMENT 172 172 0 0 0 0 1992505 1417979 135164 439362 285 2812980 503645 120275 1370 3400 0 0 0 0 36773 9368 40584 3382 0 37202 6150512 7737737 6395942 5838483 0 909067 663634 13493949 17726724 11498 142906 114960 27450 0 0 0 1111199 126458 1281555 X 13367491 16177499 267670 13367491 16445169 13493949 17726724 X 2904093 127754 45831 X X false true X true false X 1724649 3434789 5159438 0 0 0 0 0 1724649 3434789 5159438 88807 5070631 47438 352789 400227 0 0 0 0 0 0 0 5559665 3018819 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40584 3382 37202 37202 Alternative Investments 5838483 F 5838483 DUE TO AFFILIATES 484664 RIGHT-OF-USE LEASE OBLIGATIONS 626535 1111199 X 5070183 127754 45831 173585 4896598 0 0 4896598 1992505 0 0 1992505 0 0 1992505 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote 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. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN CHARITABLE REMAINDER TRUSTS RECIEVABLE - 45831 Central America and the Caribbean 0 0 Investments 4209516 0 0 0 0 0 0 4209516 0 4209516 true false true true false false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual true HOSPICE OF MARION COUNTY INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 592214796 501(c)(3) 234611 TO SUPPORT THE PROGRAMS AND MISSION OF THE HOSPICE OF MARION COUNTY 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE HOSPICE OF MARION COUNTY FOUNDATION, INC. DIRECTS AND MONITORS THE AMOUNT OF FUNDING AND GRANTS DISTRIBUTED TO THE AFFILIATED ORGANIZATIONS THROUGH COMMON MANAGEMENT OF THE ORGANIZATIONS. false true false false false false false false false SAIDA BOUHAMID EMPATH CHIEF FINANCIAL OFFICER 0 447125 0 0 0 0 0 14725 0 23831 0 485681 0 0 JONATHAN FLEECE EMPATH CEO/PRESIDENT 0 624933 0 0 0 202900 0 15000 0 33894 0 876727 0 0 CHRISTY HENDRICKS EMPATH CHIEF LEGAL OFFICER 0 376908 0 3945 0 0 0 9267 0 28843 0 418963 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE COMPENSATION OF THE PRESIDENT/CEO AND THE EXECUTIVE DIRECTOR IS DETERMINED BY EMPATH-STRATUM, INC. ("ESI"), A RELATED 501(C)(3) ORGANIZATION. ESI USES THE FOLLOWING TO DETERMINE THEIR COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEYS OR STUDIES - APPROVAL BY THE BOARD OF DIRECTORS/COMPENSATION COMMITTEE Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INDIVDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED THE FOLLOWING AMOUNTS THAT WERE VESTED DURING CALENDAR YEAR 2023. JONATHAN FLEECE $190,900 X 2155331 Market value 0 false false false Form 990, Part V, Line 2a FORM W-2 REPORTING FORMS W-2 ARE ISSUED ON THE ORGANIZATION'S BEHALF BY EMPATH PAYROLL SERVICES, LLC (EIN: 30-1156190) A DISREGARDED ENTITY OF EMPATH HEALTH, INC., A RELATED ORGANIZATION. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS THE PRESIDENT AND CEO OF EMPATH-STRATUM, INC. (ESI), A RELATED ORGANIZATION. THE CEO'S COMPENSATION IS DETERMINED BY AND PAID FOR BY ESI. THE EXECUTIVE COMMITTEE OF THE ESI BOARD MEETS ANNUALLY TO REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT AND CEO. THE EXECUTIVE COMMITTEE'S REVIEW OF CEO COMPENSATION INCLUDES INFORMATION PROVIDED IN THE MOST RECENT EXTERNAL COMPENSATION REVIEW. THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS IS ALSO DETERMINED BY ESI. THE COMPENSATION OF OTHER OFFICERS IS REVIEWED ON AN ANNUAL BASIS BY THE CEO OF ESI. AFTER REVIEWING OFFICER COMPENSATION, THE CEO'S RECOMMENDATIONS ARE THEN APPROVED BY ESI'S BOARD OF DIRECTORS. THESE REVIEWS ARE DOCUMENTED IN EACH EMPLOYEE'S FILE. THE REVIEW OF OTHER OFFICERS' COMPENSATION INCLUDES INFORMATION PROVIDED IN THE MOST RECENT EXTERNAL COMPENSATION REVIEW. EXTERNAL COMPENSATION REVIEWS ARE PERFORMED ACCORDING TO THE FOLLOWING PROCESS: EVERY 3-5 YEARS HUMAN RESOURCES WILL EMPLOY A WELL-RECOGNIZED, INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE MARKET RANGES FOR THE CEO OF ESI. THE REVIEW WILL INCLUDE A NATIONAL COMPARISON OF SIMILAR JOBS AT SIMILARLY SITUATED COMPANIES IN ORDER TO MAKE CERTAIN THAT THESE KEY EMPLOYEES ARE PAID WITHIN A REASONABLE AND APPROPRIATE RANGE. THE RESULTING RECOMMENDATIONS WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE TO RECOMMEND ANY MARKET-BASED CHANGES OR TO ENSURE THAT THE CURRENT COMPENSATION OF THESE INDIVIDUALS ARE CORRECT. DURING THIS REVIEW, HUMAN RESOURCES WILL ALSO GIVE THE EXECUTIVE COMMITTEE A BROAD OVERVIEW OF THE STRUCTURE OF THE FULL ORGANIZATION'S COMPENSATION SYSTEM, INCLUDING THE PHILOSOPHY AND SYSTEMS SET IN PLACE TO MANAGE IT. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body PURSUANT TO THE ORGANIZATION'S GOVERNING DOCUMENTS, THE ORGANIZATION S VOTING MEMBERS SHALL BE DETERMINED BY THE BOARD OF DIRECTORS OF THE HOSPICE OF MARION, INC. (HMC), A RELATED TAX-EXEMPT ORGANIZATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE BOARD OF DIRECTORS OF THE HOSPICE OF MARION COUNTY (HMC) HAS THE RIGHT TO APPROVE OR RATIFY SIGNIFICANT DECISIONS OF THE ORGANIZATION'S GOVERNING BODY. THE BOARD OF DIRECTORS OF THE HOSPICE OF MARION COUNTY FOUNDATION, INC. SHALL NOT HAVE THE AUTHORITY TO MAKE SIGNIFICANT DECISIONS WITHOUT THE APPROVAL OF THE HMC BOARD. SIGNIFICANT DECISIONS INCLUDE, BUT ARE NOT LIMITED TO: THE RIGHT TO AMEND, REPEAL OR ALTER THEIR GOVERNING DOCUMENTS; AND REMOVE ANY DIRECTOR OF THE FOUNDATION, AT ANY TIME, WITH SUCH REMOVAL BEING EFFECTIVE IMMEDIATELY UPON THE DETERMINED DATE. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. IT IS ALSO PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW, AND A COPY IS DISTRIBUTED TO EVERY MEMBER OF THE GOVERNING BODY PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy 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, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN CHARITABLE REMAINDER TRUST RECEIVABLE - 45831; Form 990, Part XII, Line 2c Change of oversight process or selection process 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. EMPATH-STRATUM INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 851356625 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(c)(3) Type I NA false EMPATH MEDICAL SERVICES DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 881869159 INACTIVE FL 501(c)(3) 7 EMPATH-STRATUM INC true STRATUM HEALTH SYSTEM INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 472508009 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(c)(3) Type I EMPATH-STRATUM INC true EMPATH HOME HEALTH DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 872762760 HOME HEALTH FL 501(c)(3) 7 EMPATH-STRATUM INC true HOSPICE OF MARION COUNTY INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 592214796 PROVIDES END-OF-LIFE CARE AND SERVICES FL 501(c)(3) 10 EMPATH-STRATUM INC false EMPATH HOSPICE DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 881853133 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(c)(3) 7 EMPATH-STRATUM INC true EMPATH ELDER SERVICES DIVISION INC DBA EMPATH COMPLETE CARE 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 881897020 INACTIVE FL 501(c)(3) 7 EMPATH-STRATUM INC true EMPATH COMMUNITY SERVICES DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 332520797 INACTIVE FL 501(c)(3) 7 EMPATH-STRATUM INC true EMPATH HEALTH INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 263605761 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(c)(3) Type II EMPATH-STRATUM INC true AIDS SERVICE ASSOCIATION OF PINELLAS INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 592852537 AIDS PREVENTION & EDUCATION FL 501(c)(3) 7 EMPATH HEALTH INC true THE HOSPICE OF THE FLORIDA SUNCOAST INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 591744006 HOSPICE FL 501(c)(3) 10 EMPATH HEALTH INC true THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 592252045 FUNDRAISING FL 501(c)(3) 7 EMPATH HEALTH INC true SUNCOAST PACE INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 452980257 PACE PROGRAM FL 501(c)(3) 10 EMPATH HEALTH INC true TIDEWELL FOUNDATION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 850729071 PHILANTHROPIC SUPPORT TO TIDEWELL HOSPICE FL 501(c)(3) 7 STRATUM HEALTH SYSTEM INC true TIDEWELL HOSPICE INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 591911861 HOSPICE FL 501(c)(3) 7 STRATUM HEALTH SYSTEM INC true TRUSTBRIDGE INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974015 HOLDING COMPANY FL 501(c)(3) Type II EMPATH HOSPICE DIVISION INC true TRUSTBRIDGE FOUNDATION INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974070 FUNDRAISING FL 501(c)(3) 7 TRUSTBRIDGE INC true HARBOR PALLIATIVE CARE SERVICE INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 800674849 PALLIATIVE SERVICES FL 501(c)(3) 10 TRUSTBRIDGE INC true HOSPICE OF PALM BEACH COUNTY INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 591825937 HOSPICE FL 501(c)(3) 10 TRUSTBRIDGE INC true HOSPICE BY THE SEA INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 591952942 HOSPICE FL 501(c)(3) 10 TRUSTBRIDGE INC true FOCUSCARE HOME HEALTH INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 263595560 INACTIVE FL 501(c)(3) 10 TRUSTBRIDGE INC true THE MEDICAL STORE OF PALM BEACH COUNTY 5300 EAST AVENUE WEST PALM BEACH FL 33407 202835810 INACTIVE FL 501(c)(3) 10 TRUSTBRIDGE INC true HEAL AT HOME HEALTHCARE LLC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 471364127 HOME HEALTH CARE FL NA S Corporation true HOSPICE SYSTEMS INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 593502780 JOINT VENTURE IN SPECIAL NEEDS PLAN FL NA C Corporation true false true false false false false false false false false false false false false true true false false true