2025-08-15T07:28:03+00:00 2024-09-30 440160260 Forvis Mazars LLP 120 E Palmetto Park Road Suite 403 Boca Raton FL 33432 990 2023-10-01 592252045 THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST INC HOSP 9415525900 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 JONATHAN FLEECE PRESIDENT/CEO 9415525900 2025-08-15 true true April Arnold P01559426 5612991820 2025-08-15 2023 2025-03-06 01:10:19Z SUNCOAST HOSPICE FOUNDATION JONATHAN FLEECE 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 13796847 false X WWW.SUNCOASTHOSPICEFOUNDATION.ORG X 1982 FL RAISES AND DISTRIBUTES FUNDS IN SUPPORT OF EMPATH HEALTH, INC. AND ITS FAMILY OF PROGRAMS. 8 8 24 610 0 0 7567473 9181899 0 959544 637759 376319 356655 8903336 10176313 4623060 11315064 0 1741389 0 352669 3450755 1928517 8073815 14984970 829521 -4808657 56098707 65667967 3472020 2435693 52626687 63232274 THE MISSION OF SUNCOAST HOSPICE FOUNDATION IS TO ADVANCE THE UNDERSTANDING, PARTICIPATION, AND SUPPORT OF THE MISSION AND PROGRAMS OF SUNCOAST HOSPICE AND ITS AFFILATED ORGANIZATIONS, HONORING THE COMMUNITY'S SACRED TRUST THROUGH SOUND STEWARDSHIP. false false 13603909 11315064 0 SUNCOAST HOSPICE FOUNDATION SEEKS TO FOSTER RELATIONSHIP BUILDING OF COMMUNITY INVESTMENTS IN ORDER TO SUPPORT UNFUNDED SERVICES, FUND START-UP SERVICES AND TO PROVIDE RESOURCES TO EMPATH HEALTH, INC.'S AND ITS MEMBERS' PROGRAMS. EMPATH HEALTH, INC. IS A NONPROFIT, INTEGRATED NETWORK OF CARE ENCOMPASSING HOSPICE, SKILLED HOME HEALTH CARE, ASSISTANCE FOR INDEPENDENT LIVING AND DAYCARE FOR SENIORS, COMMUNITY-BASED PALLIATIVE CARE, SERVICES FOR THOSE INFECTED OR AFFECTED BY HIV, ADVANCE CARE PLANNING AND GRIEF SERVICES. PROGRAMS RECEIVING SUPPORT THROUGH SUNCOAST HOSPICE FOUNDATION INCLUDE PROGRAMS OF SUNCOAST HOSPICE, SUNCOAST PACE, EMPATH PARTNERS IN CARE (EPIC), EMPATH HOME HEALTH CARE, INC., EMPATH COMMUNITY HEALTH AND OTHER PROGRAMS AND SERVICES OF EMPATH HEALTH, INC. SUNCOAST HOSPICE FOUNDATION FILLS THE GAP BETWEEN REIMBURSABLE AND NON-REIMBURSABLE EXPENSES ASSOCIATED WITH CHRONIC OR ADVANCED ILLNESS AND GRIEF. THE FOUNDATION ASSISTS THOSE WHO ARE NOT INSURED; THOSE WHO NEED MORE THAN INSURANCE COVERS; THOSE WHO CANNOT AFFORD TO PAY; THOSE WHO HAVE FAMILY MEMBERS AFFECTED BY A PATIENT'S HEALTH CONDITION; AND THOSE WHO NEED ASSISTANCE WITH NEEDS OUTSIDE OR IN ADDITION TO THEIR DIRECT MEDICAL DIAGNOSIS. THE FOUNDATION SEEKS TO PROVIDE CARE, COMPASSION, COMFORT, AND INSPIRATION TO EVERYONE DIRECTLY AND INDIRECTLY AFFECTED BY FAMILY MEMBERS' MEDICAL NEEDS REGARDLESS OF DIAGNOSIS, RACE, FAITH, AGE, OR FINANCIAL CIRCUMSTANCES. 13603909 true true false false false false false false true true true false false true true true true false false false false false false true false false true false true true false false false false false false false false false false true false false false false true true true false false true X 0 0 24 false false false false false true true false false false false false false X 8 8 false false false false true true true true true false false true true true true true true true true false FL X SAIDA BOUHAMID CFO 9415525900 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 HERB ENG TREASURER 1.0 0 X X 0 0 0 JOHN O'SHEA SECRETARY 1.0 0 X X 0 0 0 KATHY WILDER VICE CHAIR 1.0 0 X X 0 0 0 TOM WALKER CHAIR 1.0 0 X X 0 0 0 FORD N KYES TRUSTEE 1.0 1.0 X 0 0 0 JOSEPH SOROTA JR TRUSTEE 1.0 0 X 0 0 0 KEENAN KNOPKE TRUSTEE 1.0 0 X 0 0 0 LARRY FEINMAN TRUSTEE 1.0 0 X 0 0 0 CHRISTY HENDRICKS CHIEF LEGAL OFFICER 1.0 49.0 X 0 380853 38110 JONATHAN FLEECE PRESIDENT/CEO 1.0 49.0 X 0 827833 48894 KATHRYN S RABON PRESIDENT OF SHF/CPO 40.0 1.0 X 206766 0 35329 SAIDA BOUHAMID CFO 1.0 49.0 X 0 447125 38556 RAFAEL J SCIULLO FORMER PRESIDENT 0.0 0.0 X 0 411354 2364 206766 2067165 163253 1 true true false EMPATH-STRATUM INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 MANAGEMENT SERVICES 152841 1 73181 9108718 2606768 9181899 0 0 0 0 0 1260756 1260756 68451 68451 0 0 691448 -691448 0 -691448 -691448 648550 73181 322318 326232 326232 2606768 2606768 0 0 OTHER REVENUE 900099 30423 30423 0 0 0 0 30423 10176313 0 0 994414 11315064 11315064 1374987 1237488 68749 68750 44443 39999 2222 2222 225404 202863 11270 11271 96555 86900 4828 4827 174577 155538 19039 33485 33485 23000 23000 134179 134179 214255 0 190017 24238 12333 8217 4116 197278 92813 104465 955806 643915 210600 101291 8377 6910 1467 68452 27381 41071 49220 34454 9844 4922 33392 27331 6061 TRAINING 9864 7466 2398 MEDICAL SUPPLIES 5387 2747 2640 RECRUITING 4500 4500 MEDICAL AND SMALL EQUIPMENT 4071 1132 2939 341 0 341 0 14984970 13603909 1028392 352669 2385023 6231376 2432728 1432394 0 0 0 0 1765916 902605 190640 202646 1237267 1167987 118500 69280 39425176 47261274 5778214 6613146 0 4002510 2955246 56098707 65667967 98297 247665 3000 1125 1754473 898867 0 0 1616250 1288036 3472020 2435693 X 42124953 51780983 10501734 11451291 52626687 63232274 56098707 65667967 X -4808657 8619253 6794991 X X false true X true false X 8626592 8934278 8311029 5101072 9181899 40154870 0 0 8626592 8934278 8311029 5101072 9181899 40154870 3216090 36938780 1712564 1718895 978246 959544 1329207 6698456 0 22036 251153 320902 376319 356655 1327065 48180391 11112836 0.7667 0.6928 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING INCOME, NET, COLUMN A - 22036.0, COLUMN B - 251153.0, COLUMN C - 320902.0, COLUMN D - 376319.0, COLUMN E - 326232.0, COLUMN F - 1296642.0; DESCRIPTION - OTHER REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 30423.0, COLUMN F - 30423.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6743120 101000 405980 7250100 6164788 511825 66507 6743120 6661484 5000 -501696 6164788 6360889 10000 290595 6661484 5157887 1012000 191002 6360889 1.0 0.0 0.0 false false 428274 383661 44613 805255 784326 20929 3738 3738 69280 ASSETS HELD IN TRUST 6613146 F 6613146 INTEREST RATE SWAP 2516 ANNUITIES PAYABLE 412872 RIGHT-OF-USE LEASE OBLIGATIONS 872648 1288036 X 25778696 8619253 6794991 15414244 10364452 134179 -322318 -188139 10176313 15173109 322318 322318 14850791 134179 0 134179 14984970 Schedule D, Part V, Line 4 Intended uses of endowment funds Net assets which are defined as endowments consist of charitable remainder trust donor-restricted funds that have been limited by the donors to be held for a specified time period. Management has interpreted the applicable laws related to endowments as requiring 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, the Foundation classifies these net assets with donor restrictions at the original value of the gifts donated to the permanent endowment. The income derived from those assets is expendable to support the various programs sponsored by the Foundation in accordance with the donor's wishes. The remaining portion of the net assets with donor restriction remain classified as restricted net assets until those amounts are appropriated for expenditures by the Foundation consistent with the donor's wishes. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote WITH THE EXCEPTION OF SOLUTIONS WHICH HAS NO CURRENT OPERATIONS, ALL THE EMPATH HEALTH ENTITIES ARE EXEMPT FROM INCOME TAXES ON INCOME FROM ACTIVITIES IN FURTHERANCE OF THEIR CHARITABLE MISSIONS UNDER SECTION 501(C)(3) AND 501(C)(2) OF THE U.S. INTERNAL REVENUE CODE AND CORRESPONDING STATE TAX LAW. EMPATH HEALTH HAS RECEIVED DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE ("IRS") THAT IT IS EXEMPT FROM FEDERAL INCOME TAX AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). IT IS ALSO EXEMPT FROM STATE INCOME TAX PURSUANT TO FLORIDA LAW. FURTHER, EMPATH HEALTH IS NOT A PRIVATE FOUNDATION FOR FEDERAL TAX PURPOSES AND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 170 AS WELL AS TAX DEDUCTIBLE BEQUESTS, DEVISES, TRANSFERS OR GIFTS UNDER SECTION 2055, 2106, OR 2522. EMPATH HEALTH IS ANNUALLY REQUIRED TO FILE RETURNS OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, EMPATH HEALTH IS POTENTIALLY SUBJECT TO INCOME TAX ON NET INCOME DERIVED FROM ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES, IF ANY. EMPATH HEALTH HAD NO UNRELATED BUSINESS INCOME TAX DURING THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023. SOLUTIONS HAS A SIGNIFICANT NET OPERATING LOSS CARRYFORWARD, AND THE RESULTING DEFERRED TAX ASSET HAS BEEN FULLY RESERVED AS IT IS UNLIKELY TO EVER BE REALIZED. ACCORDINGLY, THESE FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 CHANGE IN CHARITABLE REMAINDER TRUSTS - 834932 CHANGE IN FAIR VALUE OF SPLIT INTEREST AGREEMENT - -47659 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP - 7718 NET ASSET TRANSFER - 6000000 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements FUNDRASING EXPENSES - -322318 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EXPENSES - 322318 Hospice Gala 344100 21900 322200 82322 70684 57360 Golf Classic 158074 37000 121074 1559 17300 15416 24998 5 219557 14281 205276 2736 17300 23649 406 8588 721731 73181 648550 4295 34600 121387 71090 90946 322318 326232 true EMPATH HEALTH INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 263605761 501(C)(3) 8887000 SUPPORT FOR COMMUNITY PROGRAMS THE HOSPICE OF THE FLORIDA SUNCOAST INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 591744006 501(C)(3) 1745145 SUPPORT FOR EXPANSION & START UP OF NEW PROGRAMS SUNCOAST PACE INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 452980257 501(C)(3) 446000 SUPPORT FOR CHARITY & OTHER 4 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds AS THE PARENT AND HOLDING COMPANY OF THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST, INC., EMPATH HEALTH, INC. DIRECTS AND MONITORS THE AMOUNT OF FUNDING AND GRANTS DISTRIBUTED TO THE AFFILIATED ORGANIZATIONS. false true false false false false false false false RAFAEL J SCIULLO FORMER PRESIDENT 0 77884 0 0 0 333470 0 901 0 1463 0 413718 0 0 SAIDA BOUHAMID CFO 0 447125 0 0 0 0 0 14725 0 23831 0 485681 0 0 JONATHAN FLEECE PRESIDENT/CEO 0 624933 0 0 0 202900 0 15000 0 33894 0 876727 0 0 CHRISTY HENDRICKS CHIEF LEGAL OFFICER 0 376908 0 3945 0 0 0 9267 0 28843 0 418963 0 0 KATHRYN S RABON PRESIDENT OF SHF/CPO 192988 0 0 0 13778 0 7542 0 27787 0 242095 0 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 INDIVDUAL(S) PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED THE FOLLOWING AMOUNTS THAT WERE VESTED DURING CALENDAR YEAR 2023: -JONATHAN FLEECE $190,900 -RAFAEL J. SCIULLO $333,470 -KATHRYN S. RABON $13,778 A PINELLAS COUNTY HEALTH FACILITIES AUTHORITY 596000800 72316MEL9 2004-12-15 21375000 THE PURPOSE OF THIS BOND IS TO FINANCE THE HOSPICE CARE FACILITIES AND REFUND THE 1/2004 BONDS. false false false A 11320225 12220698 0 0 0 147570 81962 0 5808808 6182358 0 2006 true false true true A false true false false 0.0259 0.0 0.0259 false false true A false false false true true false false false true A true Schedule K, Part II ISSUE PRICE THE BONDS REPORTED ON SCHEDULE K WERE JOINTLY ISSUED BY THE HOSPICE OF THE FLORIDA SUNCOAST AND THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST. AMOUNTS REPORTED ON SCHEDULE K, PART II, COLUMN A REPRESENT THE PORTION OF THE BONDS ALLOCATED TO THE FILING ENTITY. Schedule K, Part III ISSUE PRICE THE BONDS REPORTED ON SCHEDULE K WERE JOINTLY ISSUED BY THE HOSPICE OF THE FLORIDA SUNCOAST AND THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST. AMOUNTS REPORTED ON SCHEDULE K, PART III, COLUMN A REPRESENT THE COMBINED PORTION OF THE BONDS ALLOCATED TO THE FILING ENTITY. Schedule K, Part IV, Line 2c ISSUE PRICE THE BONDS REPORTED ON SCHEDULE K WERE JOINTLY ISSUED BY THE HOSPICE OF THE FLORIDA SUNCOAST AND THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST. AMOUNTS REPORTED ON SCHEDULE K, PART III, COLUMN A REPRESENT THE COMBINED PORTION OF THE BONDS ALLOCATED TO THE FILING ENTITY. X 2606768 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 1a THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE CHAIRMAN OF THE BOARD, THE VICE CHAIRMAN OF THE BOARD, THE PRESIDENT/CHIEF EXECUTIVE OFFICER, THE SECRETARY, AND THE TREASURER. THE BOARD OF DIRECTORS MAY DESIGNATE, FROM ITS MEMBERS, UP TO TWO ADDITIONAL DIRECTORS TO SERVE AS MEMBERS OF THE EXECUTIVE COMMITTEE. WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL OF THE POWERS OF THE BOARD OF DIRECTORS, EXCEPT TO THE EXTENT, IF ANY, THAT SUCH AUTHORITY SHALL BE LIMITED BY A RESOLUTION ADOPTED BY A MAJORITY OF DIRECTORS IN OFFICE. 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 PURSUANT TO THE ORGANIZATION'S GOVERNING DOCUMENTS, THE SOLE VOTING MEMBER SHALL BE EMPATH HEALTH, INC. (EHI), A RELATED TAX-EXEMPT ORGANIZATION. AS THE ORGANIZATION'S SOLE CORPORATE MEMBER, EHI HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body PURUSANT TO THE ORGANIZATION'S GOVERNING DOCUMENTS, THE SOLE VOTING MEMBER SHALL BE EMPATH HEALTH, INC. (EHI), A RELATED TAX-EXEMPT ORGANIZATION. AS THE ORGANIZATION'S SOLE CORPORATE MEMBER, EHI HAS THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SOLE CORPORATE MEMBER, EHI, HAS THE RIGHT TO APPROVE OR RATIFY SIGNIFICANT DECISIONS OF THE ORGANIZATION'S GOVERNING BODY. THE BOARD OF DIRECTORS OF THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST, INC. SHALL NOT HAVE THE AUTHORITY TO MAKE SIGNIFICANT DECISIONS WITHOUT THE APPROVAL OF THE EHI BOARD. SIGNIFICANT DECISIONS INCLUDE, BUT ARE NOT LIMITED TO: THE RIGHT TO AMEND, REPEAL OR ALTER THEIR GOVERNING DOCUMENTS; SELL, LEASE OR OTHERWISE DISPOSE OF SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS; AND MERGE OR CONSOLIDATE THE ORGANIZATION WITH ANOTHER ORGANIZATION. 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 ALL OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST PAID EMPLOYEES (INTERESTED PERSONS) OF THE ORGANIZATION HAVE A DUTY TO AVOID CONFLICTS OF INTEREST, BOTH REAL AND PERCEIVED, WHICH MAY NEGATIVELY IMPACT THE ORGANIZATION OR THOSE IT SERVES. THE ORGANIZATION'S INTERESTED PERSONS ARE TO BE GUIDED BY THE ORGANIZATION'S MISSION, VISION AND VALUES, AND TO SERVE PATIENTS, FAMILIES, AND THE GENERAL PUBLIC WITHOUT NEED FOR ANY PERSONAL FAVOR OR GAIN. THE ORGANIZATION'S ETHICS AND COMPLIANCE PLAN EMPHASIZES THE DUTY INTERESTED PERSONS HAVE TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST THAT MAY BENEFIT THEIR PRIVATE INTERESTS OR RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. CONFLICTS ARE DISCLOSED ANNUALLY ON A CONFLICT OF INTEREST QUESTIONNAIRE THAT IS DISTRIBUTED TO THE OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES. IN THE EVENT OF ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST, INTERESTED PERSONS MUST DISCLOSE THE EXISTENCE OF THEIR FINANCIAL INTEREST AND DISCLOSE ALL MATERIAL FACTS TO THE BOARD CHAIR, CEO, OR OTHER DESIGNATED PERSONS. IF IT IS DETERMINED THAT AN ACTUAL CONFLICT OF INTEREST EXISTS BETWEEN THE ORGANIZATION AND AN INTERESTED PERSON, THE PARTY WITH A CONFLICT OF INTEREST MUST ABSTAIN FROM ANY DISCUSSION OR VOTING ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST AT EACH BOARD MEETING, BOARD MEMBERS ARE REMINDED THAT THEY HAVE SIGNED A CONFLICT OF INTEREST DISCLOSURE AND ARE ASKED TO REVIEW THE AGENDA. AT THAT THE HOSPICE FOUNDATION OF THE FLORIDA TIME, FOR THE RECORD, THEY ARE TO DISCLOSE ANY ITEMS WITH WHICH THEY MAY HAVE A CONFLICT OF INTEREST. 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 IRC SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN SPLIT INTEREST AGREEMENT - -47659; CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST - 834932; CHANGE IN FAIR VALUE OF INTEREST RATE SWAP - 7718; NET ASSET TRANSFER - 6000000; Form 990, Part XII, Line 2c Change of oversight process or selection process THE BOARD OF DIRECTORS OF THE PARENT ORGANIZATION, EMPATH HEALTH, INC. IS RESPONSIBLE FOR THE OVERSIGHT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. 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 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 false 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 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 true false false false false false true true true true true true false true false THE HOSPICE OF THE FLORIDA SUNCOAST INC B 1745145 FMV SUNCOAST PACE INC B 446000 FMV AIDS SERVICE ASSOCIATION OF PINELLAS INC P 71954 FMV EMPATH HOSPICE DIVISION INC P 1210722 FMV HOSPICE OF THE FLORIDA SUNCOAST INC P 1875900 FMV