2026-08-13T15:26:43+00:00 2025-09-30 440160260 FORVIS MAZARS LLP 120 E PALMETTO PARK ROAD SUITE 403 BOCA RATON FL 33432 990 2024-10-01 592252045 THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST INC HOSP 9415525900 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 JONATHAN FLEECE PRESIDENT/CEO 9415525900 2026-08-13 true true APRIL ARNOLD P01559426 5612991820 2026-08-15 2024 2025-03-06 01:10:19Z SUNCOAST HOSPICE FOUNDATION JONATHAN FLEECE 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 16198333 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 21 670 0 9181899 11702960 0 637759 1506631 356655 -32589 10176313 13177002 11315064 7605761 0 1741389 2081965 0 408264 1928517 2133093 14984970 11820819 -4808657 1356183 65667967 73946012 2435693 2539812 63232274 71406200 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 10344069 7605761 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 (CONTINUED ON SCHEDULE O) 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. 10344069 true true false 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 false false false false false false false false false false true false false false false true true true false false true X 0 0 21 true 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 false true true true true true true true true false 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 ADAM OLSON FOUNDATION PRESIDENT (BEG. 7/25) 40.0 0 X 0 0 0 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 KATHRYN S RABON PRESIDENT OF SHF/CPO (END. 6/25) 40.0 0 X 216619 0 27006 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 216619 2203270 257532 1 false true false EMPATH-STRATUM INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 MANAGEMENT SERVICES 154699 1 372681 11330279 2726539 11702960 0 0 0 0 0 1503845 1503845 11665 11665 0 0 0 8879 -8879 0 -8879 -8879 276524 372681 309113 -32589 -32589 2703339 2703339 0 0 0 0 0 0 0 13177002 0 0 1474042 7605761 7605761 241038 216934 12052 12052 1370526 1233474 68526 68526 49484 30970 18514 302603 272343 13617 16643 118314 106483 5324 6507 171495 158555 12940 42125 42125 27500 27500 174973 174973 198797 0 178596 20201 16025 9350 6675 180211 90386 89825 959590 627970 200418 131202 12999 9501 3498 11344 4538 6806 30113 21079 4216 4818 28262 18794 9468 EVENTS AND SUPPORT 261373 255487 5886 TRAINING 7461 6162 1299 MEDICAL SUPPLIES 5893 1213 4680 MEDICAL AND SMALL EQUIPMENT 4932 3516 1416 0 0 0 0 11820819 10344069 1068486 408264 6231376 1955144 1432394 3506492 0 0 0 0 902605 624200 202646 188521 1309464 1198100 69280 111364 47261274 59593046 6613146 4513470 0 2955246 3453775 65667967 73946012 247665 504034 1125 15875 898867 0 0 1288036 2019903 2435693 2539812 X 51780983 61866945 11451291 9539255 63232274 71406200 65667967 73946012 X 1356183 4160833 601000 2055910 X false true true false X 8934278 8311029 5101072 9181899 11702960 43231238 0 0 8934278 8311029 5101072 9181899 11702960 43231238 8358211 34873027 1718895 978246 959544 1329207 1515510 6501402 0 251153 320902 376319 356655 0 1305029 51037669 12242213 0.68328 0.76668 X SCHEDULE A, PART II, LINE 10 OTHER INCOME DESCRIPTION - FUNDRAISING INCOME, NET, COLUMN A - 251153.0, COLUMN B - 320902.0, COLUMN C - 376319.0, COLUMN D - 326232.0, COLUMN E - , COLUMN F - 1274606.0; DESCRIPTION - OTHER REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 30423.0, COLUMN E - , COLUMN F - 30423.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7250100 100025 217055 7567180 6743120 101000 405980 7250100 6164788 511825 66507 6743120 6661484 5000 -501696 6164788 6360889 10000 290595 6661484 1.0 0.0 0.0 false false 504209 405916 98293 805255 792184 13071 111364 CLOSELY-HELD EQUITY INTERESTS FINANCIAL DERIVATIVES ASSETS HELD IN TRUST 4513470 F 4513470 FEDERAL INCOME TAXES INTEREST RATE SWAP ANNUITIES PAYABLE 350077 RIGHT-OF-USE LEASE OBLIGATIONS 1669826 2019903 X 25286280 4160833 5356637 9517470 15768810 174973 -2766781 -2591808 13177002 17713354 6067508 6067508 11645846 174973 0 174973 11820819 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 THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST, INC. IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS FOR EMPATH-STRATUM, INC. (D/B/A EMPATH HEALTH): 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. SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 CHANGE IN FAIR VALUE OF INTEREST RATE SWAP - 2516 CHANGE IN SPLIT INTEREST AGREEMENT - -10238 CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST - 390322 NET ASSET TRANSFER - 4974037 SCHEDULE D, PART XI, LINE 4(B) OTHER REVENUES IN FORM 990 NOT IN AUDITED FINANCIAL STATEMENTS SALE OF INVENTORY COGS - -2703339 FUNDRAISING EXPENSE - -63442 SCHEDULE D, PART XII, LINE 2(D) OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 SALE OF INVENTORY COGS - 2703339 FUNDRAISING EXPENSE - 63442 NET ASSET TRANSFER - 3300727 HOSPICE GALA 249188 111938 137250 27733 38438 24912 106338 GOLF CLASSIC 152320 68500 83820 1403 1519 18300 16016 24113 4 247697 192243 55454 3018 15500 7978 206 23639 649205 372681 276524 1403 4537 61533 62432 25118 154090 309113 -32589 true EMPATH HEALTH INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 263605761 503(C)(3) 1538605 FMV GENERAL SUPPORT SUNCOAST PACE INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 452980257 503(C)(3) 3400000 FMV GENERAL SUPPORT HOSPICE OF THE FLORIDA SUNCOAST INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 591744006 503(C)(3) 2667156 FMV GENERAL SUPPORT 3 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 SAIDA BOUHAMID CFO 0 451442 0 0 0 1032 0 30500 0 25523 0 508497 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 KATHRYN S RABON PRESIDENT OF SHF/CPO (END. 6/25) 183620 0 30500 0 2499 0 7232 0 19774 0 243625 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 2024: -JONATHAN FLEECE $0 -TARRAH L. LOWRY $11,187 X 2726539 MARKET VALUE 0 false false false FORM 990, PART III, LINE 4A DESCRIPTION OF PROGRAM SERVICES 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. 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 - -10238; CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST - 390322; CHANGE IN FAIR VALUE OF INTEREST RATE SWAP - 2516; NET ASSET TRANSFER - 1673310; TOTAL - 2055910; 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 2667156 FMV SUNCOAST PACE INC B 3400000 FMV STRATUM HEALTH SYSTEM INC Q 1600000 FMV THE HOSPICE OF THE FLORIDA SUNCOAST INC E 1722094 FMV