2023-11-15T12:44:42-06:00 2022-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2022-01-01 863150092 The Hospice of the Western Reserve Foundation % JEFF KOVACS HOSP 8778295500 17876 St Clair Avenue Cleveland OH 44110 William Finn President & CEO 8778295500 2023-08-31 true William Finn 999009999 Joseph C Sbrocco CPA P00069069 2168311200 2 2022 2023-04-26 12:10:37Z William Finn 17876 St Clair Avenue Cleveland OH 44110 0 false X N/A X 2021 OH The Foundation has been formed to help ensure the financial sustainability of Hospice of the Western Reserve, Inc. (HWR) to benefit HWR and its mission. 11 8 0 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE FOUNDATION HAS BEEN FORMED BY HOSPICE OF THE WESTERN RESERVE (HWR) FOR THE PURPOSES OF CONTINUING THE PHILANTHROPIC AND FUNDRAISING ACTIVITIES THAT HAVE TRADITIONALLY BEEN UNDERTAKEN BY HWR. AS A SUPPORTING ORGANIZATION OF HWR, THE FOUNDATION HAS BEEN FORMED FOR THE PURPOSES OF HELPING TO ENSURE THE FINANCIAL SUSTAINABILITY OF HWR THROUGH AMBASSADORSHIP, ADVOCACY, FUNDRAISING, AND TO ESTABLISH AN ENDOWMENT FOR THE BENEFIT OF HWR AND ITS MISSION. THIS WILL ALLOW HWR TO FOCUS ON PROVIDING HOSPICE CARE TO ITS PATIENTS, WHILE THE FOUNDATION WILL FOCUS ON FUNDRAISING. 0 The Foundation has been formed for the purposes of taking the lead in fundraising for HWR. In this respect, the Foundation will assume many of the fundraising activities currently engaged in by HWR. These activities include, without limitation: Soliciting donations, engaging in planned giving, soliciting government, charities, and foundations for grants, soliciting institutional support from businesses, sponsoring charity drives, galas, dinners, donor events, charity auctions, and outings, including HWR's annual fundraiser, generating mailings, social media and telephone outreach. 0 true false false false false false false false false false false false false false false false 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 true false false false true 0 0 0 false false false false false false false false false false false X 11 8 false false false false false false false true true false false true true true true true true true false false OH X JEFF KOVACS 2163832222 17876 ST CLAIR AVENUE Cleveland OH 441102602 William E Finn Director 1.0 50.0 X 0 488241 34877 Jeffrey Kovacs Director & Treasurer 1.0 50.0 X X 0 188337 12175 Laura Rayburn Director & President 1.0 0.0 X X 0 165654 28221 William Herzberger Director & Chair 1.0 5.0 X X 0 0 0 Al Connors Director & Secretary 1.0 3.0 X X 0 0 0 Kathy Jadallah Director 1.0 0.0 X 0 0 0 Peggi Mizen Director 1.0 0.0 X 0 0 0 Joe Kovalcheck Director 1.0 0.0 X 0 0 0 Mary Foti Director 1.0 0.0 X 0 0 0 Christopher Waite Director 1.0 0.0 X 0 0 0 Cindy Ames Huffman Director 1.0 0.0 X 0 0 0 0 842232 75273 0 false true false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 X false true X true false X X X 1 HOSPICE OF THE WESTERN RESERVE INC 341256377 10 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false X X X X false true false false false false false false false William E Finn Director 379241 109000 9739 25138 523118 Jeffrey Kovacs Director & Treasurer 172904 15433 3470 8705 200512 Laura Rayburn Director & President 151154 14500 2182 26039 193875 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. Page 6, Part VI, Section C, #19 DOCUMENTS AVAILABLE TO PUBLIC the HOSPICE OF THE WESTERN RESERVE Foundation DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES UPON REQUEST AND INSPECTION AT THE HEADQUARTERS OFFICE. the HOSPICE OF THE WESTERN RESERVE Foundation 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 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. Hospice of the Western Reserve Inc 17876 St Clair Avenue cleveland OH 44110 341256377 hospice OH 501(C)(3) 10 WRCS false 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 na false STEIN HOSPICE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341411008 HOSPICE OH 501(C)(3) 7 WRCS false false false false false false false false false false false false false false false false false false false