Nonprofit · EIN 20-3974015
TRUSTBRIDGE INC
Tax-exempt · LAKEWOOD RANCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $56,228,500 | $58,330,444 | -$2,101,944 | $283,811,653 | $42,758,527 | $241,053,126 |
| September 30, 2024 | 990 | $40,324,125 | $40,397,982 | -$73,857 | $221,532,335 | $37,573,445 | $183,958,890 |
| December 31, 2023 | 990 | $49,681,074 | $49,385,477 | $295,597 | $213,278,639 | $48,083,607 | $165,195,032 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $165,905
- Program service revenue
- $54,464,431
- Investment income
- $325,085
- Net gain from sales of assets
- $2,930
- Other revenue
- $1,273,079
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,680,964
- Other salaries and wages
- $26,027,496
- Salaries, compensation and benefits (total)
- $33,358,776
- Professional fundraising fees
- $0
- Legal fees
- $1,081,201
- Accounting fees
- $233,496
- Occupancy
- $6,463,380
- Travel
- $844,752
- Depreciation
- $2,895,460
- Program services (functional)
- $32,516,604
- Management and general (functional)
- $25,813,840
Balance sheet and other
- Total assets, start of year
- $221,532,335
- Total assets, end of year
- $283,811,653
- Total liabilities, end of year
- $42,758,527
- Net assets, end of year
- $241,053,126
- Land, buildings and equipment
- $2,605,623
- Net assets without donor restrictions
- $237,828,038
- Net assets with donor restrictions
- $3,225,088
- Gross unrelated business income
- $172,256
- Gross receipts
- $56,228,500
- Employees
- 256
- Volunteers
- 8
- Year formed
- 2005
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID FIELDING | FORMER CEO Former | 0 | $1,247,922 | $0 | $14,184 |
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 1 | $0 | $727,103 | $65,307 |
| TARRAH L LOWRY | CHIEF OPERATING OFFICER Officer | 1 | $0 | $616,625 | $54,771 |
| BIVEK K PATHAK | CIO Officer | 40 | $540,061 | $0 | $70,171 |
| RICHARD L TEITZMAN DO | ASSOCIATE MEDICAL DIRECTOR Key employee | 40 | $456,743 | $0 | $69,406 |
| KATHERINE L BRAZZALE MD | CHIEF MEDICAL OFFICER Officer | 40 | $495,810 | $0 | $27,300 |
| SAIDA BOUHAMID | CFO Officer | 1 | $0 | $452,474 | $56,023 |
| CHRISTY HENDRICKS | CHIEF LEGAL OFFICER Officer | 1 | $0 | $407,068 | $54,425 |
| RAHAT ABBAS DO | ASSOCIATE MEDICAL DIRECTOR Key employee | 40 | $401,570 | $0 | $41,778 |
| CHARLES E SNIDER | CHRO Officer | 40 | $365,674 | $0 | $27,518 |
| MARIAELENA CARABALLO DO | ASSOCIATE MEDICAL DIRECTOR Key employee | 40 | $299,244 | $0 | $62,528 |
| AMANDA TIPPIN | CORPORATE COMPLIANCE/PRIVACY OFFICER Officer | 40 | $226,417 | $0 | $26,449 |
| MALATHI ARUMUGAM | DIRECTOR OF BUSINESS APPLICATION Highest-paid employee | 40 | $168,227 | $0 | $29,300 |
| JOAN HARRINGTON | DIRECTOR OF REIMBURSEMENTS Highest-paid employee | 40 | $174,238 | $0 | $22,798 |
| ALYSSA CADWALADER | VP CONTINUOUS IMPROVEMENT Highest-paid employee | 40 | $153,223 | $0 | $18,800 |
9 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MONIKA K ZAMOJSKI | SR CLINICAL ADMIS MGR Highest-paid employee | 40 | $128,606 | $27,917 |
| DARRELL POTEET | DIRECTOR OF INFORMATION SECURITY Highest-paid employee | 40 | $114,161 | $24,447 |
| RANDY LEVITT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS G BURNS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM QUINN II | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| HEATHER SIEGEL MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTIN AHR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARIAN PEARLMAN NEASE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAURICE WOODS | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDY LEVITT | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| THOMAS G BURNS | SECRETARY Trustee or director, Officer | 1 | $0 |
| WILLIAM QUINN II | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| HEATHER SIEGEL MILLER | DIRECTOR Trustee or director | 1 | $0 |
| KRISTIN AHR | DIRECTOR Trustee or director | 1 | $0 |
| MARIAN PEARLMAN NEASE | DIRECTOR Trustee or director | 1 | $0 |
| MAURICE WOODS | DIRECTOR Trustee or director | 1 | $0 |
| AMANDA TIPPIN | CORPORATE COMPLIANCE/PRIVACY OFFICER Officer | 20 | $0 |
| CHARLES E SNIDER | CHRO Officer | 10 | $0 |
| Christy Hendricks | CHIEF LEGAL OFFICER Officer | 1 | $0 |
| DAVID C FIELDING | FORMER CEO Officer | 19 | $0 |
| JONATHAN FLEECE | PRESIDENT/CEO Officer | 1 | $0 |
| KATHERINE L BRAZZALE MD | CHIEF MEDICAL OFFICER Officer | 10 | $0 |
| MARK R HUNTLEY | FORMER CFO Officer | 10 | $0 |
| Saida Bouhamid | CFO Officer | 1 | $0 |
| TARRAH L LOWRY | CHIEF OPERATING OFFICER Officer | 10 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| David C Fielding | CEO Officer | 19 | $815,651 | $50,217 |
| Tarrah L Lowry | Chief Operating Officer Officer | 10 | $488,447 | $36,893 |
| Mark R Huntley | CFO Officer | 10 | $450,862 | $38,087 |
| Richard L Teitzman DO | Associate Medical Director Highest-paid employee | 40 | $425,272 | $28,303 |
| Bivek K Pathak | CIO Highest-paid employee | 40 | $400,811 | $38,087 |
| Mariaelena Caraballo DO | Associate Medical Director Highest-paid employee | 40 | $399,999 | $22,639 |
| Rahat Abbas DO | Associate Medical Director Highest-paid employee | 40 | $373,790 | $14,595 |
| Katherine L Brazzale MD | Chief Medical Officer Highest-paid employee | 10 | $352,880 | $35,362 |
| Charles e Snider | CHRO Officer | 10 | $281,083 | $24,887 |
| Pedro A Herrera | Former Officer Former | 40 | $249,960 | $12,975 |
| Amanda Tippin | Corporate Compliance/Privacy Officer Officer | 20 | $189,314 | $22,206 |
| John Mullen | Treasurer (THRU AUG 2023) Trustee or director, Officer | 1 | $0 | $0 |
| Randy Levitt | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Thomas G Burns | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| William Quinn II | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Heather Siegel Miller | Director Trustee or director | 1 | $0 | $0 |
| KRISTIN AHR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| Marian Pearlman Nease | Director Trustee or director | 1 | $0 | $0 |
| Maurice Woods | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6310 CAPITAL DRIVE, LAKEWOOD RANCH, FL 34202-5013
- Principal officer (990 for 2024)
- JONATHAN FLEECE, 6310 CAPITAL DRIVE, LAKEWOOD RANCH, FL 34202
- Signed the 990
- TARRAH LOWRY, COO
- Phone
- (561) 848-5200
- Website
- WWW.TRUSTBRIDGE.COM
- Return prepared by
- FORVIS MAZARS LLP
Mission
TRUSTBRIDGE, INC. IS ORGANIZED & OPERATED EXCLUSIVELY FOR THE PURPOSE OF PROVIDING MANAGEMENT, ADMINISTRATIVE, & OTHER SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS: HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE BY THE SEA INC. AND AFFILIATES.
Program accomplishments
- TRUSTBRIDGE, INC. PROVIDES MANAGEMENT, ADMINISTRATIVE, AND OTHER SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS: HOSPICE OF PALM BEACH COUNTY, INC., TRUSTBRIDGE FOUNDATION, INC., HOSPICE BY THE SEA, INC., THE MEDICAL STORE OF PALM BEACH COUNTY, INC., FOCUS CARE HOME HEALTH, INC., AND HARBOR PALLIATIVE CARE SERVICES, INC.Expenses $32,516,604 · revenue $54,464,431
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 20-3974015
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2007
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P11)
- Assets (IRS master file)
- $283,811,653
- Income (IRS master file)
- $56,228,500
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $56,228,500 | $58,330,444 | $283,811,653 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $40,324,125 | $40,397,982 | $221,532,335 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | December 2023 | $49,681,074 | $49,385,477 | $213,278,639 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $47,927,376 | $49,739,877 | $217,792,635 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3974015).
Questions about TRUSTBRIDGE INC
- What is the EIN of TRUSTBRIDGE INC?
- The employer identification number (EIN) of TRUSTBRIDGE INC is 20-3974015.
- Is TRUSTBRIDGE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to TRUSTBRIDGE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does TRUSTBRIDGE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRUSTBRIDGE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUSTBRIDGE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of TRUSTBRIDGE INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLEECE.
- Who are the officers and directors of TRUSTBRIDGE INC?
- The 990 for the year ended September 30, 2025 lists 24 people; 13 received compensation from the organization, the highest $1,247,922 (DAVID FIELDING, FORMER CEO).
- How much revenue does TRUSTBRIDGE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $56,228,500, expenses of $58,330,444 and total assets of $283,811,653 at year end.
Other nonprofits in LAKEWOOD RANCH
- TIDEWELL HOSPICE INC EIN 59-1911861 · last filed 990 for 2025
- HOSPICE OF PALM BEACH COUNTY INC EIN 59-1825937 · last filed 990 for 2025
- HOSPICE OF THE FLORIDA SUNCOAST INC EIN 59-1744006 · last filed 990 for 2025
- EMPATH-STRATUM INC EIN 85-1356625 · last filed 990 for 2025
- HOSPICE OF MARION COUNTY INC EIN 59-2214796 · last filed 990 for 2025
- EMPATH HEALTH INC EIN 26-3605761 · last filed 990 for 2025
- SUNCOAST PACE INC EIN 45-2980257 · last filed 990 for 2025
- TRUSTBRIDGE FOUNDATION INC EIN 20-3974070 · last filed 990 for 2025