2023-11-15T12:44:42-06:00 2022-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2022-01-01 341411008 Stein Hospice Service Inc % JEFF KOVACS STEI 2163833755 17876 St Clair Avenue Cleveland OH 44110 William E Finn President & CEO 2163833755 2023-09-01 true William E Finn 999009999 Joseph C Sbrocco CPA P00069069 2168311200 2 2022 2023-04-26 12:10:37Z X William E Finn 17876 St Clair Avenue Cleveland OH 44110 12508082 false X steinhospice.org X 1983 OH WE PROVIDE PALLIATIVE END OF LIFE CARE, CAREGIVER SUPPORT, AND BEREAVEMENT SERVICES THROUGHOUT NORTHERN OHIO. WE STRIVE TO RELIEVE SUFFERING & ENHANCE COMFORT IN END OF LIFE CARE. 6 5 146 109 0 607646 585355 13841874 11758627 432643 15653 242433 69837 15124596 12429472 0 0 0 0 9196699 8342914 0 0 224203 7234032 5322219 16430731 13665133 -1306135 -1235661 7603754 5283014 2037568 1451613 5566186 3831401 HOSPICE OF THE WESTERN RESERVE PROVIDES PALLIATIVE END-OF-LIFE CARE, CAREGIVER SUPPORT, AND BEREAVEMENT SERVICES THROUGHOUT NORTHERN OHIO. IN CELEBRATION OF THE INDIVIDUAL WORTH OF EACH LIFE, WE STRIVE TO RELIEVE SUFFERING, ENHANCE COMFORT, PROMOTE QUALITY LIFE, FOSTER CHOICE IN END-OF-LIFE CARE AND SUPPORT EFFECTIVE GRIEVING. false false 10809141 11766417 HOSPICE CARE SERVICES ARE ABOUT PROVIDING PEOPLE (ADULTS AND CHILDREN) WITH A LIFE-LIMITING ILLNESS, AND THEIR FAMILIES WITH CHOICES AND DIGNITY. CARE IS PROVIDED WHEREVER THE PATIENTS LIVE; IN THEIR HOME, IN A HOSPITAL, ASSISTED LIVING/LONG-TERM CARE FACILITY OR at two HOSPICE HOUSE residential facilities. IN 2022, STEIN HOSPICE SERVICE PROVIDED 55,916 PATIENT DAYS. CARE IS PROVIDED BY A TEAM OF PAID STAFF AND VOLUNTEERS WHO ARE AVAILABLE 24-HOURS A-DAY, SEVEN DAYS A WEEK. ADDITIONALLY, BEREAVEMENT SERVICES ARE PROVIDED FOR FAMILIES FOR MORE THAN A YEAR FOLLOWING THE LOSS OF A LOVED ONE. 10809141 true true false false false false false false false true true false false false false false false true false false false false false false true false false false false true false false false false false true false false false false false false false true false false true 41 0 true 146 true false false false false false false false false false false false false X 6 5 false false false false false false true true true false false true true true true true true true false false OH X JEFF KOVACS 2163833755 17876 ST CLAIR AVENUE Cleveland OH 44110 WILLIAM E FINN TREASURER 5.0 46.0 X X 0 488241 34877 ROBERT ANCKER CHIEF MEDICAL DIRECTOR 5.0 42.0 X 0 288194 30363 LARRY ROBINSON HOSPICE PHYSICIAN 40.0 0.0 X 271514 0 34218 JOHN MASTROJOHN III EXECUTIVE VP/COO 5.0 44.0 X 0 239526 26876 JULIA BARTEL CHIEF FINANCIAL OFFICER 5.0 46.0 X 0 227614 28882 JANE BRUCK DIRECTOR OF FINANCE 40.0 0.0 X 233228 0 19118 TAMARA ZUILHOF CHIEF OPERATING OFFICER 40.0 0.0 X 209427 0 20324 JEFFREY KOVACS CHEIF FINANCIAL OFFICER 5.0 46.0 X 0 188337 12175 KEITH ASHMUS DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM SKIP BOWMAN VICE CHAIR 1.0 4.0 X X 0 0 0 WILLIAM DAVIS DIRECTOR 1.0 0.0 X 0 0 0 WILLIAM HERZBERGER CHAIR 1.0 5.0 X X 0 0 0 LAURA NAVIN SECRETARY 1.0 4.0 X X 0 0 0 714169 1431912 206833 5 false true false 0 153268 432087 585355 CARE SERVICES 623000 11758627 11758627 11758627 15653 15653 0 0 0 0 0 0 140657 153268 78610 62047 62047 0 0 0 0 0 0 OTHER INCOME 900099 7790 7790 7790 12429472 11766417 77700 0 0 0 0 0 0 6798119 5324251 1356979 116889 193183 151300 38561 3322 847515 653896 177337 16282 504097 394806 100623 8668 0 0 109770 39543 66770 3457 0 0 0 64279 50343 12831 1105 342886 54572 281911 6403 947209 507511 412685 27013 0 0 379484 288267 69599 21618 316055 247723 62913 5419 0 4215 3202 773 240 8307 6310 1524 473 0 85554 74696 8879 1979 122675 93188 22499 6988 PROGRAM SERVICE 1243392 1240494 2631 267 MEDICAL SUPPLIES 1228191 1223767 3788 636 PATIENT SERVICES 302145 301441 639 65 BAD DEBT 61786 61786 106271 92045 10847 3379 13665133 10809141 2631789 224203 43983 778396 758401 0 0 0 1729346 1549504 0 0 0 0 0 0 0 0 79796 40675 4693281 3439859 826606 1253422 4130492 1661017 0 0 0 0 0 0 35130 0 7603754 5283014 2037568 1451613 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2037568 1451613 X 3333125 2014520 2233061 1816881 5566186 3831401 7603754 5283014 X -1235661 -250559 -248565 X false true X true false X 629406 1363610 495331 607646 585355 3681348 20650540 19336321 18702698 13841874 11758627 84290060 0 0 0 21279946 20699931 19198029 14449520 12343982 87971408 0 0 0 87971408 209403 130159 124892 364720 15653 844827 0 209403 130159 124892 364720 15653 844827 0 311295 339675 292484 391188 7790 1342432 21800644 21169765 19615405 15205428 12367425 90158667 0.97574 0.97340 0.00937 0.00980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1708897 -235698 81312 6987 1384900 1628964 245216 157975 7308 1708897 1541118 169267 74952 6469 1628964 1391437 229320 73536 6103 1541118 1564493 -92882 74448 5726 1391437 1.00000 true false 115000 115000 1337271 845533 491738 1271588 801241 470347 1527851 1359083 168769 441572 434003 7568 1253422 Light Up a Life 69150 69150 11057 Gun Smoke Raffl 49716 32350 17366 1440 1500 5004 695 17586 6 175059 120918 54141 1355 3575 8005 9447 600 18346 293925 153268 140657 2795 3575 9505 14451 1295 46989 78610 62047 X X X X false true false false false false false false false WILLIAM E FINN TREASURER 379241 109000 9739 25138 523118 LARRY ROBINSON HOSPICE PHYSICIAN 271514 10406 23812 305732 JANE BRUCK DIRECTOR OF FINANCE 233228 6677 12441 252346 TAMARA ZUILHOF CHIEF OPERATING OFFICER 209427 5878 14446 229751 JULIA BARTEL CHIEF FINANCIAL OFFICER 209970 17644 3744 25138 256496 JEFFREY KOVACS CHEIF FINANCIAL OFFICER 172904 15433 3470 8705 200512 ROBERT ANCKER CHIEF MEDICAL DIRECTOR 274411 13783 4324 26039 318557 JOHN MASTROJOHN III EXECUTIVE VP/COO 221126 18400 4790 22086 266402 SCHEDULE J, PART I, #4B PARTICIPATE IN, RECEIVE PAYMENT FROM, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WILLIAM FINN PARTICIPATES IN A NONQUALIFIED RETIREMENT PLAN WITH NO EMPLOYER CONTRIBUTIONS. FIRELANDS REGIONAL MEDICAL CENTER BOARD MEMBER 125526 HOSPITAL SERVICES false PAGE 6, PART VI, SECTION C, #19 DOCUMENTS AVAILABLE TO PUBLIC HOSPICE OF THE WESTERN RESERVE DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES UPON REQUEST and INSPECTION AT THE HEADQUARTERS OFFICE. HOSPICE OF THE WESTERN RESERVE DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC AT THIS TIME. PAGE 6, PART VI, SECTION B, #15A PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION OF THE CEO IS BASED ON LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. WITH THE HELP OF THE HUMAN RESOURCES TEAM, THE ORGANIZATION PARTICIPATES IN ANNUAL AND SPECIAL COMPENSATION SURVEYS AND THE RESULTING DATA IS SHARED WITH THE BOARD OF DIRECTORS. COMPENSATION INFORMATION IS ALSO OBTAINED FROM FORM 990'S FROM OTHER COMPARABLE NOT-FOR-PROFIT HOSPICES. IN ADDITION, EACH BOARD DIRECTOR IS ASKED TO RESPOND TO A QUESTIONNAIRE EVALUATING THE CEO'S PERFORMANCE COMPARED TO GOALS ESTABLISHED DURING THE PREVIOUS YEAR'S EVALUATION. THE RESULTS OF THE QUESTIONNAIRES ARE TABULATED AND SHARED WITH THE BOARD'S EXECUTIVE COMMITTEE. BASED ON THE LABOR MARKET DATA AND ANNUAL PERFORMANCE EVALUATION PROCESS, THE EXECUTIVE COMMITTEE THEN ESTABLISHES THE CEO'S COMPENSATION LEVEL AS WELL AS ANY PERFORMANCE BONUS THAT MAY BE PROVIDED. FOR OTHER KEY OFFICERS, THE PROCESS IS SIMILAR TO THE PROCESS NOTED ABOVE. THE ORGANIZATION OBTAINS LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. THE ORGANIZATION PARTICIPATES IN ROUTINE SPECIAL COMPENSATION SURVEYS AND THE RESULTING DATA IS SHARED WITH THE CEO. IN ADDITION, THE INTERNAL ALIGNMENT OF OUR POSITIONS IS PERIODICALLY REVIEWED. RATES OF PAY ARE REVIEWED AND ESTABLISHED FOR INTERNAL POSITIONS BASED ON EQUITABLE RELATIONSHIPS AND THE DIFFICULTY AND RESPONSIBILITY OF WORK PERFORMED. RECOMMENDATIONS FOR REQUISITE CHANGES ARE DISCUSSED WITH THE CEO. THE OFFICER'S PERFORMANCE IS REVIEWED ON AN ANNUAL BASIS BY THE CEO. BASED ON THE INDIVIDUAL'S ANNUAL PERFORMANCE AND GOALS ACHIEVED, AND THE INTERNAL AND EXTERNAL DATA, THE CEO WILL ESTABLISH THE COMPENSATION LEVEL FOR HIS OFFICERS. THIS PROCESS HELPS US MAINTAIN THE ORGANIZATION'S INTERNAL ALIGNMENT AND EXTERNAL COMPETITIVENESS. THE ABOVE PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE. PAGE 6, PART VI, SECTION A, #11B FORM 990 REVIEW PROCESS Initially the Form 990 is prepared by the outside accounting firm who then sends it to management for their review and approval. Management then forwards the Form 990 to the Finance Committee of the Board for their review and approval before it is finalized. Then, it is made available to the full Board for their review, prior to filing the form with the IRS. PAGE 6, PART VI, SECTION B, #12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY All Board members and employees are required to submit a disclosure statement at the beginning of employment and annually thereafter. If a matter arises which a Board member or employee has a conflict of interest, it shall be promptly disclosed to the Board or Chief Executive Officer as appropriate. Staff may initiate disclosure through their supervisor. However, the Board member or employee shall not participate in the discussion or vote to determine whether a conflict exists unless requested to do so. PAGE 12, PART XI, #9 RECONCILIATION OF NET ASSETS ENDOWMENT INVESTMENT LOSS 248,565 Hospice of Medina County 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341363926 HOSPICE OH 501(C)(3) 10 WRCS false Western Reserve Care Solutions 17876 ST CLAIR AVENUE Cleveland OH 44110 832255711 Holding co OH 501(c)(3) 12b na false HOSPICE OF WESTERN RESERVE AT UH LLC 17876 ST CLAIR AVENUE Cleveland OH 44110 832806180 hospice OH 501(C)(3) 10 N/A false Hospice of the Western Reserve Foundatio 17876 St Clair Avenue cleveland OH 44110 863150092 Finl support OH 509(A)(3) N/A false Hospice of Western Reserve 17876 St Clair Avenue Cleveland OH 44110 341256377 Hospice OH 501(C)(3) 10 WRCS false false false false false false false false false false false false true false true true false false false false