2025-08-15T13:50:11+00:00 2024-09-30 440160260 FORVIS MAZARS LLP 120 E Palmetto Park Road Suite 403 Boca Raton FL 33432 990 2024-01-01 591825937 Hospice of Palm Beach County Inc HOSP 5618485200 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 TARRAH LOWRY CHIEF OPERATING OFFICER 5618485200 2025-08-15 true true April Arnold P01559426 5612991820 2025-08-15 2024 2025-03-06 01:10:19Z X JONATHAN FLEECE 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 70353211 false X WWW.TRUSTBRIDGE.COM X 1978 FL THE ORGANIZATION'S MISSION IS TO PROVIDE FAMILIES WITH ACCESS TO COMPASSIONATE, EXPERT, AND PROFESSIONAL HEALTHCARE SERVICES IN THEIR TIME OF NEED, THROUGHOUT THEIR LIFESPAN. 7 7 0 165 0 2571744 2411020 90935848 67914679 181551 -32480 58263 27512 93747406 70320731 0 0 52804690 42849449 0 0 33871296 26300908 86675986 69150357 7071420 1170374 35225744 29686605 29044795 22335282 6180949 7351323 THE MISSION OF HOSPICE OF PALM BEACH COUNTY, INC. (HPBC) IS TO PROVIDE FAMILIES WITH ACCESS TO COMPASSIONATE, EXPERT AND PROFESSIONAL HEALTHCARE SERVICES IN THEIR TIME OF NEED, THROUGHOUT THEIR LIFESPAN. HPBC PROVIDES A COORDINATED, COMPREHENSIVE PROGRAM INCLUDING PHYSICAL, PSYCHOSOCIAL, SPIRITUAL, MUSIC, AND BEREAVEMENT SUPPORT TO TERMINALLY ILL PATIENTS AND THEIR FAMILIES IN PALM BEACH COUNTY, FLORIDA. false false 51784647 0 67914679 HOSPICE OF PALM BEACH COUNTY, INC. (HPBC) OFFERS MANY PROGRAMS AND SERVICES DESIGNED TO MEET END OF LIFE CARE NEEDS OF OUR COMMUNITY. INDIVIDUALS' NEEDS INVOLVE PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL CARE, AS WELL AS INTERPERSONAL RELATIONSHIPS WITH FAMILY AND CLOSE FRIENDS. HOSPICES CARE FOR THE PATIENT AND FAMILY AS A UNIT, AND THUS EMPLOY THE SKILLS AND EXPERTISE OF MANY DISCIPLINES. DURING THE NINE MONTH PERIOD ENDED SEPTEMBER 30,2024 HPBC ADMITTED AND SERVED 6,596 PATIENTS. HPBC PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE HPBC DOES NOT EXPECT PAYMENT, CHARGES ARE NOT INCLUDED IN THE NET PATIENT SERVICE REVENUES. THE COST OF CHARITY CARE PROVIDED DURING 2024 AMOUNTED TO $950,140. 51784647 true true false false false false false false false true true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true true true false false true 0 0 0 false false false false false false false false false false false false X 7 7 false false false false true true true true false false false false true true true true true true false false false false FL X SAIDA BOUHAMID 3528737400 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 RANDY LEVITT VICE CHAIR 1.0 3.0 X X 0 0 0 THOMAS G BURNS SECRETARY 1.0 5.0 X X 0 0 0 WILLIAM QUINN II CHAIRMAN 1.0 5.0 X X 0 0 0 HEATHER SIEGEL MILLER DIRECTOR 1.0 3.0 X 0 0 0 KRISTIN AHR DIRECTOR 1.0 3.0 X 0 0 0 MARIAN PEARLMAN NEASE DIRECTOR 1.0 3.0 X 0 0 0 MAURICE WOODS DIRECTOR 1.0 3.0 X 0 0 0 AMANDA TIPPIN CORPORATE COMPLIANCE/PRIVACY OFFICER 10.0 30.0 X 0 0 0 CHARLES E SNIDER CHRO 10.0 20.0 X 0 0 0 Christy Hendricks CHIEF LEGAL OFFICER 1.0 49.0 X 0 0 0 DAVID C FIELDING FORMER CEO 20.0 29.0 X 0 0 0 ELAINE I WILLIAMS VP CLINICAL OPERATIONS 40.0 5.0 X 0 0 0 JONATHAN FLEECE PRESIDENT/CEO 1.0 49.0 X 0 0 0 KATHERINE L BRAZZALE MD CHIEF MEDICAL OFFICER 10.0 31.0 X 0 0 0 MARK R HUNTLEY FORMER CFO 10.0 30.0 X 0 0 0 Saida Bouhamid CFO 1.0 49.0 X 0 0 0 TARRAH L LOWRY CHIEF OPERATING OFFICER 10.0 32.0 X 0 0 0 0 0 0 0 false false false 0 2411020 2411020 NET PATIENT SERVICE REVENUE 621610 67914679 67914679 0 0 0 0 67914679 0 0 32480 0 -32480 -32480 -32480 0 OTHER INCOME 900099 27512 27512 0 0 0 0 27512 70320731 67914679 0 -4968 34368476 24066383 10302093 0 793203 555437 237766 0 5299675 3711075 1588600 0 2388095 1672254 715841 0 3238650 0 3238650 0 6523575 5895700 627875 0 193099 129088 64011 0 9203851 9172299 31552 0 24406 16309 8097 0 17775 11555 6220 0 268894 0 268894 0 1191077 964328 226749 0 MEDICAL SUPPLIES 4049166 4049166 MEDICATIONS 1200729 1200729 0 0 Miscellaneous 260938 253941 6997 0 Housekeeping and Laundry 69182 69182 59566 17201 42365 0 69150357 51784647 17365710 0 200 199 8317321 5128461 0 0 0 0 643201 670738 339258 30625 52735929 38004063 13979358 14731866 0 0 11946406 9124716 35225744 29686605 5163724 5814535 0 0 0 0 23881071 16520747 29044795 22335282 X 6180949 7351323 0 6180949 7351323 35225744 29686605 1170374 0 X true X false X false X 4039191 4447054 4776520 2571744 2411020 18245529 83504724 84174557 72108431 90935848 67914679 398638239 0 0 0 87543915 88621611 76884951 93507592 70325699 416883768 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 416883768 0 0 0 0 0 0 0 0 0 26607 79657 41897 58263 27512 233936 87570522 88701268 76926848 93565855 70353211 417117704 0.99944 0.99952 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 26607.0, COLUMN B - 79657.0, COLUMN C - 41897.0, COLUMN D - 58263.0, COLUMN E - 27512.0, COLUMN F - 233936.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2655460 147720 2803180 2392687 262773 2655460 3219780 -515483 311610 2392687 3196762 311610 288592 3219780 3044059 288592 135889 3196762 0.0 1.0 0.0 false true true 1000734 1000734 26047775 15075436 10972339 4010389 3912325 98064 19761907 18842058 919849 1915124 174244 1740880 14731866 RIGHT OF USE ASSETS 8784869 REIMBURSEMENTS RECEIVABLE 164568 Deposits 175279 9124716 Federal Income Taxes DUE TO AFFILIATE 8303705 LEASE LIABILITY 8217042 16520747 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS, HELD BY TRUSTBRIDGE FOUNDATION, INC., ARE INTENDED TO BE USED TO SUPPORT THE PROGRAMS AND ACTIVITIES OF HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE BY THE SEA, INC., AND ALL RELATED ORGANIZATIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote TRUSTBRIDGE AND THE AFFILIATE ORGANIZATIONS ARE EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. U.S. GAAP REQUIRES THAT A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE APPLICABLE FORMS 990 HAVE NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF FLORIDA FOR THE LAST THREE YEARS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT SEPTEMBER 30, 2024 AND DECEMBER 31, 2023. 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 6 Classes of members or stockholders THE SOLE MEMBER OF HOSPICE OF PALM BEACH COUNTY, INC. SHALL BE TRUSTBRIDGE, INC. (SOLE MEMBER), A RELATED TAX-EXEMPT ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body AT THE ANNUAL MEETING, THE SOLE MEMBER SHALL ELECT MEMBERS OF THE BOARD OF DIRECTORS AND TRANSACT SUCH OTHER BUSINESS AS MAY PROPERLY BE BROUGHT BEFORE THE MEETING. THE DIRECTORS SHALL BE ELECTED TO SERVE A THREE (3) YEAR TERM, OR UNTIL SUCH DIRECTOR SUBMITS HIS OR HER WRITTEN RESIGNATION TO THE CHAIRPERSON OF THE CORPORATION. ANY DIRECTOR MAY BE REMOVED, WITH OR WITHOUT CAUSE, BY THE SOLE MEMBER AT THE MEETING OF THE SOLE MEMBER, OR BY THE AFFIRMATIVE VOTE OF TWO THIRDS (2/3) OF THE DIRECTORS THEN IN OFFICE. THE SOLE MEMBER SHALL NOT HAVE ANY FORM OF EQUITY OR OWNERSHIP INTEREST IN THE ORGANIZATION OR ANY RIGHT, TITLE OR INTEREST IN ITS ASSETS AT ANY TIME DURING THE COURSE OF ITS ACTIVE OPERATION. ALL RIGHTS OF THE PERSON OR ENTITY DESIGNATED AS SOLE MEMBER SHALL CEASE ON THE TERMINATION OF THE SOLE MEMBERSHIP. ONLY THE SOLE MEMBER SHALL BE ENTITLED TO SHARE IN THE DISTRIBUTION OF CORPORATE ASSETS UPON ANY DISSOLUTION OF THE ORGANIZATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SOLE MEMBER HAS THE RIGHT TO APPROVE DECISIONS OF THE BOARD. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body PER ARTICLE IV OF THE CORPORATION'S BYLAWS, THERE ARE NO COMMITTEES WITH THE POWER TO ACT ON BEHALF OF THE GOVERNING BODY. 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 SENDS OUT THE CONFLICT OF INTEREST QUESTIONNAIRES TO BOARD MEMBERS AND OFFICERS ANNUALLY. THE RESPONSES TO THE QUESTIONNAIRES ARE MONITORED AND COLLECTED BY THE CFO. SHOULD A CONFLICT EXIST THE PERSON WITH THE CONFLICT WILL ABSTAIN FROM VOTING ON THE ISSUE IN QUESTION. Form 990, Part VI, Line 19 Required documents available to the public FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. Form 990, Part VII, Section A SECTION B THE ORGANIZATION CHANGED ITS YEAR END TO SEPTEMBER 30 AND IS THEREFORE FILING A SHORT PERIOD TAX RETURN FOR THE PERIOD OF 1/1/2024 TO 9/30/2024. PER THE FORM 990 INSTRUCTIONS, COLUMNS D AND E WILL BE BLANK AND THE ORGANIZATION WILL NOT REPORT ANY KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES NOR HIGHEST COMPENSATED INDEPENDENT CONTRACTORS. THESE ITEMS ARE ALL REPORTED BASED ON THE CALENDAR YEAR ENDING WITHIN THE FISCAL YEAR, WHICH DOES NOT EXIST FOR THE SHORT PERIOD. 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 true HOSPICE OF MARION COUNTY FOUNDATION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 922461222 PHILANTHROPIC SUPPORT TO HOSPICE OF MARION COUNTY FL 501(c)(3) 7 EMPATH-STRATUM INC true 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 false 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 false 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 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 false true false true false false false false false true false true true true true false false false Trustbridge Foundation Inc C 2411022 FMV TRUSTBRIDGE FOUNDATION INC E 5692060 FMV