2026-08-13T14:00:12+00:00 2025-09-30 440160260 FORVIS MAZARS LLP 120 E PALMETTO PARK ROAD SUITE 403 BOCA RATON FL 33432 990 2024-10-01 800674849 HARBOR PALLIATIVE CARE SERVICES INC HARB 5612732240 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 TARRAH LOWRY CHIEF OPERATING OFFICER 5612732240 2026-08-13 true true APRIL ARNOLD P01559426 5612991820 2026-08-14 2024 2025-03-06 01:10:19Z TARRAH LOWRY 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 1094434 false X WWW.TRUSTBRIDGE.COM X 2010 FL HCPS PROVIDES SPECIALIZED MEDICAL CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESSES. THE ORGANIZATION'S GOAL IS TO RELIEVE SUFFERING AND PROVIDE THE BEST POSSIBLE QUALITY OF LIFE FOR PATIENTS & THEIR FAMILIES. 7 7 0 8 0 71869 126765 592625 967669 0 0 664494 1094434 0 0 2182523 0 0 1497951 166161 1497951 2348684 -833457 -1254250 429344 551599 10055002 11431507 -9625658 -10879908 HARBOR PALLIATIVE CARE SERVICES, INC. (HPCS) PROVIDES SPECIALIZED MEDICAL CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESSES. HPCS PROVIDES RELIEF FROM THE SYMPTOMS, PAIN AND STRESS OF SERIOUS ILLNESS AT ANY STAGE. THE ORGANIZATION'S GOAL IS TO RELIEVE SUFFERING AND PROVIDE THE BEST POSSIBLE QUALITY OF LIFE FOR PATIENTS AND THEIR FAMILIES. false false 1888730 0 967669 HPCS PROVIDES PALLIATIVE CARE AND OTHER MEDICAL SERVICES TO ALLEVIATE PAIN AND DISCOMFORT AND IMPROVE QUALITY OF LIFE FOR INDIVIDUALS. THIS STAND-ALONE SERVICE PROVIDES THE PUBLIC WITH PALLIATIVE CARE FROM MEDICAL PROFESSIONALS WHO DRAW ON SKILL-SETS FROM THEIR ASSOCIATION WITH HOSPICE OF PALM BEACH COUNTY, INC. AND HOSPICE BY THE SEA, INC. THIS SERVICE IS PROVIDED IN LOCAL HOSPITALS AND SUPPLEMENTS SKILLS THAT OTHER CARE GIVERS AND MEDICAL SPECIALISTS ARE PROVIDING TO CHRONICALLY ILL PATIENTS. 1888730 true true false false false false false false false false false false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true true true false false true X 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 CHARLES E SNIDER CHRO 1.0 42.0 X 0 365674 27518 CHRISTY HENDRICKS CHIEF LEGAL OFFICER 1.0 56.0 X 0 407068 54425 JONATHAN FLEECE PRESIDENT/CEO 1.0 54.0 X 0 727103 65307 KATHERINE L BRAZZALE MD CHIEF MEDICAL OFFICER 1.0 43.0 X 0 495810 27300 SAIDA BOUHAMID CFO 1.0 56.0 X 0 452474 56023 TARRAH L LOWRY CHIEF OPERATING OFFICER 1.0 54.0 X 0 616625 54771 VALERIE VALIANTE VICE PRESIDENT PALLIATIVE CARE 40.0 0 X 199874 0 27429 DAVID FIELDING FORMER CEO 0.0 0.0 X 0 1247922 14184 199874 4312676 326957 1 true true false TRUSTBRIDGE INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 MANAGEMENT 166162 1 126765 126765 PATIENT SERVICES 621210 967669 967669 0 0 0 0 967669 0 0 0 0 0 0 0 0 0 1094434 967669 0 0 273176 273176 1721865 1721865 250 250 187232 166615 20617 166161 166161 0 0 0 0 0 0 0 0 2348684 1888730 459954 0 429344 551599 0 0 0 0 0 0 0 0 0 429344 551599 3474 0 10055002 11428033 10055002 11431507 X -9625658 -10879908 -9625658 -10879908 429344 551599 -1254250 0 X false true true false X 71869 126765 198634 320844 299971 469377 592625 967669 2650486 0 0 0 320844 299971 469377 664494 1094434 2849120 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2849120 0 0 0 0 0 0 0 0 0 0 4878 4095 0 0 8973 320844 304849 473472 664494 1094434 2858093 0.99686 0.9957 0 0 X SCHEDULE A, PART III, LINE 12 OTHER INCOME DESCRIPTION - OTHER INCOME, COLUMN A - 0.0, COLUMN B - 4878.0, COLUMN C - 4095.0, COLUMN D - 0.0, COLUMN E - 0.0, COLUMN F - 8973.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FEDERAL INCOME TAXES DUE TO AFFILIATES 11428033 11428033 X 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE HARBOR PALLIATIVE CARE SERVICES, INC. IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR EMPATH-STRATUM, INC. (DBA EMPATH HEALTH) AND AFFILIATES: ALL EMPATH HEALTH AND ITS AFFILIATES ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501 OF THE INTERNAL REVENUE CODE AND A SIMILAR PROVISION OF STATE LAW. HOWEVER, EMPATH HEALTH AND AFFILIATES ARE SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. EMPATH HEALTH AND ITS AFFILIATES FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. true true false false false false false false false DAVID FIELDING FORMER CEO 0 173125 0 456205 0 618592 0 0 0 14184 0 1262106 0 0 SAIDA BOUHAMID CFO 0 451442 0 0 0 1032 0 30500 0 25523 0 508497 0 0 KATHERINE L BRAZZALE MD CHIEF MEDICAL OFFICER 0 348426 0 136612 0 10772 0 27300 0 0 0 523110 0 0 JONATHAN FLEECE PRESIDENT/CEO 0 726071 0 0 0 1032 0 30500 0 34807 0 792410 0 0 CHRISTY HENDRICKS CHIEF LEGAL OFFICER 0 400118 0 5918 0 1032 0 23718 0 30707 0 461493 0 0 TARRAH L LOWRY CHIEF OPERATING OFFICER 0 465848 0 138624 0 12153 0 30600 0 24171 0 671396 0 0 CHARLES E SNIDER CHRO 0 277730 0 85532 0 2412 0 11773 0 15745 0 393192 0 0 VALERIE VALIANTE VICE PRESIDENT PALLIATIVE CARE 175747 0 23840 0 287 0 6258 0 21171 0 227303 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 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 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT DAVID C. FIELDING RECEIVED SEVERANCE PAYMENTS OF $600,000. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUAL (S) PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED THE FOLLOWING AMOUNTS THAT WERE VESTED DURING CALENDAR YEAR 2024: DISTRIBUTIONS: JONATHAN FLEECE- $0 DAVID FIELDING- $18,592.39 KATHERINE L. BRAZZALE, MD- $9,806.32 TARRAH L. LOWRY - $11,187.49 CHARLES E. SNIDER -$1,231.02 FORM 990, PART V, LINE 2A FORM W-2 REPORTING FORMS W-2 ARE ISSUED ON THE ORGANIZATION'S BEHALF BY TRUSTBRIDGE, INC (EIN: 20-3974015), 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 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF HARBOR PALLIATIVE CARE SERVICES, 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. 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 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 false true false false false false false false false false false true true true false false true TRUSTBRIDGE FOUNDATION INC C 126765 FMV