Nonprofit · EIN 59-2214796
HOSPICE OF MARION COUNTY INC
Tax-exempt · LAKEWOOD RANCH, FL 34202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $49,451,759 | $49,014,682 | $437,077 | $58,512,313 | $4,786,966 | $53,725,347 |
| September 30, 2024 | 990 | $49,454,800 | $46,656,267 | $2,798,533 | $56,033,829 | $3,906,702 | $52,127,127 |
| September 30, 2023 | 990 | $31,399,417 | $31,672,534 | -$273,117 | $33,494,741 | $4,761,612 | $28,733,129 |
| December 31, 2022 | 990 | $38,923,193 | $40,437,181 | -$1,513,988 | $45,601,306 | $4,903,088 | $40,698,218 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,140,297
- Program service revenue
- $47,840,686
- Investment income
- $440,893
- Net gain from sales of assets
- -$18,632
- Net income from sales of inventory
- $5,805
- Other revenue
- $29,883
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $353,221
- Other salaries and wages
- $18,148,095
- Salaries, compensation and benefits (total)
- $24,016,165
- Professional fundraising fees
- $0
- Legal fees
- $875
- Accounting fees
- $13,800
- Occupancy
- $1,674,530
- Travel
- $360,582
- Depreciation
- $1,415,028
- Program services (functional)
- $41,201,314
- Management and general (functional)
- $7,813,246
- Fundraising (functional)
- $122
Balance sheet and other
- Total assets, start of year
- $56,033,829
- Total assets, end of year
- $58,512,313
- Total liabilities, end of year
- $4,786,966
- Net assets, end of year
- $53,725,347
- Land, buildings and equipment
- $32,072,487
- Publicly traded securities
- $14,072,446
- Net assets without donor restrictions
- $53,725,347
- Gross unrelated business income
- $5,805
- Gross receipts
- $49,480,077
- Employees
- 337
- Volunteers
- 561
- Year formed
- 1981
- 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 |
|---|---|---|---|---|---|
| JONATHAN FLEECE | EMPATH CEO/PRESIDENT Officer | 1 | $0 | $727,103 | $65,307 |
| TARRAH L LOWRY | CHIEF OPERATING OFFICER Officer | 1 | $0 | $616,625 | $54,771 |
| SAIDA BOUHAMID | EMPATH CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $452,474 | $56,023 |
| CHRISTY HENDRICKS | EMPATH CHIEF LEGAL OFFICER Officer | 1 | $0 | $407,068 | $54,425 |
| MERY J LOSSADA | CHIEF MEDICAL OFFICER Key employee | 40 | $321,515 | $0 | $59,252 |
| TAMARA LOPEZ DIAZ | MEDICAL DIRECTOR Highest-paid employee | 40 | $221,882 | $0 | $35,780 |
| VILMARIE VELEZ DIAZ | MEDICAL DIRECTOR Highest-paid employee | 40 | $238,997 | $0 | $18,272 |
| AXEL MARTINEZ | MEDICAL DIRECTOR Highest-paid employee | 40 | $223,439 | $0 | $28,382 |
| JEREMY JOSE OLLOQUI | MEDICAL DIRECTOR Highest-paid employee | 40 | $199,101 | $0 | $44,731 |
| DAVID SWIFT | PHARMACIST Highest-paid employee | 40 | $158,940 | $0 | $37,930 |
| DONNA HEATH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL TORRES MD | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHELLE STONE | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICH LARKIN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARLOS TOBON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA HOLDER | BOARD MEMBER Trustee or director | 1 | $0 |
| HEATHER SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES CHICKLO MD | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFFREY SAUEY | BOARD MEMBER Trustee or director | 1 | $0 |
| JIM HILTY | PAST CHAIRMAN Trustee or director | 1 | $0 |
| JOAN RECTOR | BOARD MEMBER Trustee or director | 1 | $0 |
| KENNETH DALEY | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD RIVERA | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN FLEECE | EMPATH CEO/PRESIDENT Officer | 1 | $0 | $827,833 | $48,894 |
| SAIDA BOUHAMID | EMPATH CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $447,125 | $38,556 |
| CHRISTY HENDRICKS | EMPATH CHIEF LEGAL OFFICER Officer | 1 | $0 | $380,853 | $38,110 |
| MERY J LOSSADA | CHIEF MEDICAL OFFICER Key employee | 40 | $303,952 | $0 | $25,775 |
| VILMARIE VELEZ DIAZ | MEDICAL DIRECTOR Highest-paid employee | 40 | $254,116 | $0 | $7,270 |
| AXEL MARTINEZ | MEDICAL DIRECTOR Highest-paid employee | 40 | $226,068 | $0 | $11,232 |
| JEREMY JOSE OLLOQUI | MEDICAL DIRECTOR Highest-paid employee | 40 | $229,313 | $0 | $0 |
| TAMARA LOPEZ DIAZ | MEDICAL DIRECTOR Highest-paid employee | 40 | $209,695 | $0 | $14,044 |
| DAVID SWIFT | PHARMACIST Highest-paid employee | 40 | $159,171 | $0 | $5,959 |
| DONNA HEATH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL TORRES MD | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHELLE STONE | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICH LARKIN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARLES TOBON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DIANA HOLDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HEATHER SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES CHICKLO MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY SAUEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM HILTY | PAST CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| JOAN RECTOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KENNETH DALEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD RIVERA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 26 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JONATHAN FLEECE | EMPATH CEO/PRESIDENT Officer | 1 | $0 | $624,034 | $60,277 |
| SAIDA BOUHAMID | EMPATH CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $452,197 | $50,184 |
| RICHARD BOURNE | CEO Officer | 40 | $312,826 | $0 | $22,990 |
| MERY J LOSSADA | CHIEF MEDICAL OFFICER Key employee | 40 | $240,021 | $0 | $34,028 |
| AXEL MARTINEZ | MEDICAL DIRECTOR Highest-paid employee | 40 | $221,638 | $0 | $21,249 |
| KATHRYN BEECHER | CFO Officer | 40 | $220,807 | $0 | $12,302 |
| TAMARA LOPEZ DIAZ | MEDICAL DIRECTOR Highest-paid employee | 40 | $196,356 | $0 | $19,476 |
| JEREMY JOSE OLLOQUI | MEDICAL DIRECTOR Highest-paid employee | 40 | $198,470 | $0 | $588 |
| CHRISTY HENDRICKS | EMPATH CHIEF LEGAL OFFICER Officer | 1 | $0 | $175,078 | $16,558 |
| DAVID SWIFT | PHARMACIST Highest-paid employee | 40 | $143,635 | $0 | $16,839 |
| VILMARIE VELEZ DIAZ | MEDICAL DIRECTOR Highest-paid employee | 40 | $136,302 | $0 | $10,351 |
| RICH LARKIN | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHELLE STONE | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL TORRES MD | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DONNA HEATH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| M THERESA BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CONNIE BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES CHICKLO MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KENNETH DALEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM HILTY | PAST CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| DIANA HOLDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOAN RECTOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD RIVERA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY SAUEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HEATHER SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CARLOS TOBON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2022: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD BOURNE | CEO Officer | 50 | $312,826 | $22,990 |
| MERY J LOSSADA | CHIEF MEDICAL OFFICER Key employee | 50 | $240,021 | $34,028 |
| AXEL MARTINEZ | MEDICAL DIRECTOR Highest-paid employee | 50 | $221,638 | $21,249 |
| KATHRYN BEECHER | CFO Officer | 50 | $220,807 | $12,302 |
| TAMARA LOPEZ DIAZ | MEDICAL DIRECTOR Highest-paid employee | 50 | $196,356 | $19,476 |
| JEREMY JOSE OLLOQUI | MEDICAL DIRECTOR Highest-paid employee | 50 | $198,470 | $588 |
| DAVID SWIFT | PHARMACIST Highest-paid employee | 50 | $143,635 | $16,839 |
| VILMARIE VELEZ DIAZ | MEDICAL DIRECTOR Highest-paid employee | 50 | $136,302 | $10,351 |
| JAMES HILTY | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE FARRIS | CHAIRMAN-ELECT (END 04/25) Trustee or director, Officer | 1 | $0 | $0 |
| RICH LARKIN | TREASURER/CHAIRMAN-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| DONNA HEATH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| M THERESA BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CONNIE BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES CHICKLO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHANIE CORTES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KENNETH DALEY | PAST CHAIRMAN Trustee or director | 1 | $0 | $0 |
| STEVE HOLLOSI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOAN RECTOR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD RIVERA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JEFFREY SAUEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELLE STONE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHAEL TORRES | BOARD MEMBER (START 06/26) 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
- SAIDA BOUHAMID, CHIEF FINANCIAL OFFICER
- Phone
- (352) 873-7400
- Website
- WWW.HOSPICEOFMARION.COM
- Return prepared by
- FORVIS MAZARS LLP
Mission
HOSPICE OF MARION COUNTY (HMC) PROVIDES END-OF-LIFE CARE AND SERVICES TO RESIDENTS OF ALL AGES, REGARDLESS OF THEIR ABILITY TO PAY.
Program accomplishments
- HOSPICE OF MARION COUNTY PROVIDES COMFORT CENTERED CARE TO RESIDENTS OF MARION COUNTY WITH ADVANCING ILLNESS (A PROGNOSIS OF 6 MONTHS OR LESS). WE COORDINATE AN EXTENSIVE PLAN OF CARE OVERSEEN BY AN INTERDISCIPLINARY TEAM OF MEDICAL PROFESSIONALS, INCLUDING PHYSICIANS, NURSES, CERTIFIED NURSING ASSISTANTS, SOCIAL WORKERS, CHAPLAINS, PHARMACISTS, BEREAVEMENT FACILITATORS AND TRAINED VOLUNTEERS, WHO ADDRESS THE PATIENT'S PHYSICAL, EMOTIONAL, PSYCHOLOGICAL, SOCIAL AND SPIRITUAL NEEDS. THE HOSPICE TEAM GUIDES PATIENTS AND THEIR FAMILIES THROUGH THE DIFFICULTIES OF DEALING WITH A LIFE-LIMITING ILLNESS BY PROVIDING COMPASSIONATE CARE IN ONE'S OWN HOME, IN ONE OF OUR THREE HOSPICE HOUSES, ASSISTED LIVING FACILITIES, NURSING HOMES OR ANYWHERE A PATIENT CALLS HOME. HOSPICE OF MARION COUNTY PROVIDED 179,151 PATIENT DAYS OF HOSPICE CARE TO PATIENTS AND THEIR (CONTINUED ON SCHEDULE O) FAMILIES THROUGHOUT MARION COUNTY. DURING FY25 AND PROVIDED OVER $1,034,599 IN UNREIMBURSED SERVICES AND COMMUNITY BENEFITS, FULFILLING A KEY PART OF TIDEWELL'S MISSION TO SERVE ALL THOSE IN NEED, REGARDLESS OF THEIR ABILITY TO PAY. HOSPICE OF MARION COUNTY PROVIDED 8,237 PATIENT DAYS OF HOSPICE HOUSE CARE TO PATIENTS AND THEIR FAMILIES IN FY25.Expenses $39,359,762 · revenue $46,075,211
- OUR FAMILY OF COMPANIES FORM A CONTINUUM OF CARE CENTERED ON THE INDIVIDUAL PATIENT'S AND FAMILY'S NEEDS. HOSPICE OF MARION COUNTY'S AFFILIATED COMPANIES, FLORIDA PALLIATIVE EQUIPMENT LLC D/B/A ACCENT MEDICAL (DURABLE MEDICAL EQUIPMENT COMPANY) AND THE CENTER FOR COMPREHENSIVE PALLIATIVE CARE (CCPC) CONSULTING PRACTITIONER PROGRAM ARE BOTH WHOLLY OWNED LLCS AND COMPLEMENT THE PARENT COMPANY'S OFFERINGS, SHARING IN ITS COMMITMENT TO THE HIGHEST STANDARDS OF EXCELLENCE FOR PATIENTS, RESIDENTS, AND THEIR FAMILIES. CCPC WAS THE ONLY PALLIATIVE CONSULTING COMPANY IN THE NATION RECOGNIZED FOR EXCELLENCE AND AS A MODEL FOR OTHERS BY THE NATIONAL CONSENSUS PROJECT FOR ITS EXPERT MANAGEMENT OF PAIN AND SYMPTOMS FOR PATIENTS AT ANY STAGE IN THEIR ILLNESS IN THE HOSPITAL SETTING; THAT CARE HAS EXTENDED TO FACILITIES AND SOME HOME VISITS. THE COORDINATED RELATIONSHIPS BETWEEN OUR COMPANIES ENSURE AN EXCEPTIONAL RANGE OF SERVICES WHICH OFTEN REDUCES COSTS AND OFFERS CONSISTENCY OF CARE. EACH COMPANY IS A DISTINCT LLC WITHIN ITS AREA OF EXPERTISE, STAFF AND MANAGEMENT.Expenses $1,528,726 · revenue $1,789,553
- HOSPICE OF MARION COUNTY OFFERS NUMEROUS OPPORTUNITIES TO ENHANCE COMMUNITY EDUCATION, GRIEF SUPPORT AND CAREGIVER RESOURCES. WHEN A FAMILY IS OVERWHELMED BY THE NEWS OF ADVANCING ILLNESS, OUR STAFF IS STANDING BY TO ASSIST WITH THE NECESSARY INFORMATION AND CONNECTIONS TO HELP OTHERS MAKE INFORMED DECISIONS THAT ARE BEST FOR THEIR FAMILY. OUR ANCILLARY PROGRAMS INCLUDE A PRE-HOSPICE PROGRAM, TRANSITIONS, NANCY RENYHART CENTER FOR DEMENTIA EDUCATION TO TRAIN THE CARE GIVERS OF THOSE SUFFERING WITH DEMENTIA, TELEMONITORING UNITS IN THE HOME, FAITH-BASED TRAININGS, LIVING WITH CHRONIC DISEASE WORKSHOPS, GRIEF SEMINARS AND BEREAVEMENT CAMP FOR YOUNGSTERS AGED 5-12 AND TEENS ALL SUPPORTED BY GENEROUS DONATIONS THUS AVAILABLE AT NO CHARGE TO THE PUBLIC. OUR GOAL IS TO ENLIGHTEN THE PUBLIC BY DEMYSTIFYING THE ROLE OF HOSPICE CARE TO ENCOURAGE EARLIER REFERRALS SO THAT EVERY PATIENT IN MARION COUNTY MAY LIVE LIFE TO THE FULLEST, DESPITE THE ADVANCEMENT OF SERIOUS ILLNESS.Expenses $312,826
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 59-2214796
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1983
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P74)
- Assets (IRS master file)
- $58,512,313
- Income (IRS master file)
- $49,480,077
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $49,451,759 | $49,014,682 | $58,512,313 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $49,454,800 | $46,656,267 | $56,033,829 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $31,399,417 | $31,672,534 | $33,494,741 | XML |
| 990 | December 2022 | $38,923,193 | $40,437,181 | $45,601,306 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | $46,746,154 | $37,830,460 | $47,078,260 | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | 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 59-2214796).
Questions about HOSPICE OF MARION COUNTY INC
- What is the EIN of HOSPICE OF MARION COUNTY INC?
- The employer identification number (EIN) of HOSPICE OF MARION COUNTY INC is 59-2214796.
- Is HOSPICE OF MARION COUNTY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to HOSPICE OF MARION COUNTY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HOSPICE OF MARION COUNTY 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 HOSPICE OF MARION COUNTY INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOSPICE OF MARION COUNTY 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 HOSPICE OF MARION COUNTY INC?
- The 990 for the year ended September 30, 2025 names JONATHAN FLEECE.
- Who are the officers and directors of HOSPICE OF MARION COUNTY INC?
- The 990 for the year ended September 30, 2025 lists 23 people; 6 received compensation from the organization.
- How much revenue does HOSPICE OF MARION COUNTY INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $49,451,759, expenses of $49,014,682 and total assets of $58,512,313 at year end.
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