2024-05-09T13:54:19-07:00 2023-06-30 953109182 BROWN ARMSTRONG ACCOUNTANCY CORP 4200 TRUXTUN AVE STE 300 BAKERSFIELD CA 93309 990 2022-07-01 942777980 Hospice of San Joaquin HOSP 2099573888 3888 Pacific Avenue Stockton CA 95204 Rebecca Burnett CEO 2024-05-09 true Rebecca Burnett 999009999 true Charlie McCarthy P01644131 6613244971 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Rebecca Burnett 3888 Pacific Avenue Stockton CA 95204 16487064 false X www.hospicesj.org X 1980 CA THE MISSION OF HOSPICE OF SAN JOAQUIN IS TO PROVIDE MEDICAL AND COMPASSIONATE CARE, COUNSELING AND SUPPORT TO TERMINALLY ILL PATIENTS AND THEIR FAMILIES, REGARDLESS OF ABILITY TO PAY, AND TO EDUCATE AND COLLABORATE WITH HEALTH CARE PROVIDERS AND THE PUBLIC IN PROMOTING QUALITY END-OF-LIFE CARE. 14 13 172 148 0 1118877 2176523 15623515 12770628 658348 820856 174317 408532 17575057 16176539 0 0 9342712 9901480 0 1290643 7433512 5855173 16776224 15756653 798833 419886 39031801 40678503 1907270 1074276 37124531 39604227 THE MISSION OF HOSPICE OF SAN JOAQUIN IS TO PROVIDE MEDICAL AND COMPASSIONATE CARE, COUNSELING AND SUPPORT TO TERMINALLY ILL PATIENTS AND THEIR FAMILIES, REGARDLESS OF ABILITY TO PAY, AND TO EDUCATE AND COLLABORATE WITH HEALTH CARE PROVIDERS AND THE PUBLIC IN PROMOTING QUALITY END-OF-LIFE CARE. false false 11848462 12770628 TO PROVIDE AID AND COMFORT TO TERMINALLY ILL PATIENTS AND THEIR FAMILES ON A PHYSICAL AND SPIRITUAL LEVEL. FOR THE YEAR ENDED JUNE 30, 2023, HOSPICE CLINICAL, NURSING, AND SOCIAL SERVICES STAFF PROVIDED SERVICE UNITS EQUIVALENT TO 47,636 PATIENT DAYS. HOSPICE MAINTANED ADEQUATE OPERATIONS TO SERVE TERMINAL PATIENTS HAVING AN AVERAGE LENGTH OF STAY (ALOS) DURING THE YEAR OF 73 DAYS. THESE PATIENTS RESIDED IN THEIR OWN HOMES, IN HOSPICE HOUSE, IN SKILLED NURSING FACILITIES, RESIDENTIAL CARE FACILITIES, OR HOSPITALS, AS GIVEN CIRCUMSTANCES WARRANTED.BECAUSE OF THE SENSITIVE NATURE OF END-OF-LIFE REFERRALS, AND THE HESITANCY WITH WHICH THE FAMILIES OF TERMINAL PATIENTS ENROLL IN HOSPICE, HOSPICE MONITORS REFERRAL STATISTICS BY SOURCE, SO AS TO ENABLE MANAGEMENT TO EVALUATE THE ADEQUACY OF ITS PUBLIC EDUCATIONAL EFFORTS. FOR THE YEAR ENDED JUNE 30, 2023, REFERRALS FROM HOSPITALS AND CLINICS, PHYSICIANS, SKILLED NURSING FACILITIES, AND RESIDENTIAL CARE FACILITIES DECREASED FROM PRIOR-YEAR AND BUDGETED REFERRALS FOR THE YEAR BY (8%), APPROXIMATING 1,310 REFERRALS. 11848462 true true false false false false false false false true true false false false false true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 55 0 true 172 true false false false false false false false 0 false false false false false false false X 14 13 false false false false false false false true true false false true true true true false true true true false CA X Heather Stout 2099573888 3888 Pacific Avenue Stockton CA 95204 Rebecca Burnett CEO 40.00 0.00 X X 231955 0 52271 Heather Stout MBA CFO 40.00 0.00 163616 0 41456 Kristel Luna RN GIP Admissions 40.00 0.00 178122 0 8971 Cheryl Berglund Hospice House Dir 40.00 0.00 161650 0 8903 Erica Gutierrez rn case manager 40.00 0.00 146364 0 18024 Christopher Gambol RN Admissions 40.00 0.00 137297 0 26017 Marilou Mercado RN case manager 40.00 0.00 153476 0 8971 Pat Collier Director 0.50 0.00 X 0 0 0 Malik K Rahman Director 0.50 0.00 X 0 0 0 Rebecca Sanders Director 0.50 0.00 X 0 0 0 Frances Langston Director 0.50 0.00 X 0 0 0 Gary Pickell Director 0.50 0.00 X 0 0 0 Kirti Solanki Director 0.50 0.00 X 0 0 0 Nicole Bettencourt Director 0.50 0.00 X 0 0 0 Gary Cooper Director 0.50 0.00 X 0 0 0 Gayle Asuncion Secretary 0.50 0.00 X X 0 0 0 Paul Balestracci Vice President 0.50 0.00 X X 0 0 0 Donna J Kane CFP President 0.50 0.00 X X 0 0 0 Lou Meyer Treasurer 0.50 0.00 X X 0 0 0 Penny Mallette Director 0.50 0.00 X 0 0 0 1172480 164613 7 false true false 0 3561 2172962 2176523 PATIENT SERVICES 621610 12770628 12770628 12770628 820856 820856 0 0 0 0 710014 3561 310525 399489 399489 0 0 Other Income 900099 3 3 Skilled Nursing Pass-through 621610 9040 9040 9043 16176539 12779668 1220348 X 0 0 0 0 515223 412178 103045 0 7104700 4921768 1344740 838192 308979 216285 58706 33988 1359842 951889 258370 149583 612736 428915 116420 67401 0 144539 73461 65043 6035 0 0 0 168953 168953 1929345 1778820 138594 11931 109083 92721 16362 31801 22261 6042 3498 302329 209783 55290 37256 0 350658 245460 66626 38572 3600 2160 1080 360 0 0 1319 1319 0 222811 222811 176138 123297 33466 19375 DURABLE MEDICAL AND SUPPLIES 710631 710631 PHARMACY 529492 529492 BAD DEBTS AND DENIALS 460256 460256 MILEAGE 179517 172732 1883 4902 534701 272223 199290 63188 15756653 11848462 2617548 1290643 7885369 6457395 0 17745 19395 2028252 1753637 0 0 0 0 216974 306961 7094081 4847889 2296568 2246192 26586893 29894923 0 0 0 0 39031801 40678503 1868123 1074276 39147 1907270 1074276 X 35905914 38131231 1218617 1472996 37124531 39604227 39031801 40678503 419886 1961285 98525 X false true X true false X 878767 463975 3417551 1118877 2176523 8055693 16091755 17789083 17677735 15623515 12770628 79952716 47218 9040 56258 0 0 16970522 18253058 21095286 16789610 14956191 88064667 0 0 88064667 495654 1308199 549409 658348 820856 3832466 0 495654 1308199 549409 658348 820856 3832466 0 218123 127099 399492 744714 17466176 19561257 21862818 17575057 16176539 92641847 0.95060 0.95920 0.04140 0.03700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1080010 44373 1124383 1070710 27073 -6857 10000 916 1080010 913372 157338 1070710 913372 913372 912722 650 913372 1.00000 true false false 475611 475611 2996287 1837749 1158538 1412050 1054316 357734 1250106 1188304 61802 960027 767520 192507 2246192 X 18368881 1961285 98525 310525 2370335 15998546 168953 9040 177993 16176539 15889185 310525 310525 15578660 168953 9040 177993 15756653 Part X : FIN48 Footnote the organization is classified as a section 501(c)(3) organization under the federal internal revenule code and section 23701(d) of the california revenue and taxation code in accordance with its determination letter dated november 1981. Accordingly, the organization has been determined to be be exempt from federal income and state franchise taxes.The organization evaluates its uncertain tax positions and will recognize a loss contingency when it is probable that a liability has been incurred as of the date of the financial statements and the amount of the loss can be reasonably estimated. The amount recognized is subject to estimate and management judgment with respect to the likely outcome of each uncertain tax position. The amount that is ultimately sustained for an individual uncertain tax position or for all uncertain tax positions in the aggregate could differ from the amount recognized. As of June 30, 2023 and 2022, management did not identify any uncertain tax positions.The organization is subject to potential examination by taxing authorities for income tax returns filed in the u.s. federal jurisdiction and the state of california. the tax years that remain subject to potential examination for the u.s. federal jurisdiction are june 30, 2018, and forward. the state of california tax jurisdiction is subject to potential examination for june 30, 2017, and forward. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 fundraising grouped differently $310525 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S skilled nursing pass- through $9040 Part XII, Line 2d: Other expenses and losses per audited F/S fundraising grouped differently $310525 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S skilled nursing pass-through $9040 X false Butterfly Auxiliary 395450 395450 296569 Tree of Lights 283932 283932 237 2 31313 3561 27752 1296 2422 9479 710695 3561 707134 1296 2422 306285 310003 397131 X false false false false false false false false false Cheryl Berglund Hospice House Dir 161650 8903 170553 Christopher Gambol RN Admissions 137297 26017 163314 Erica Gutierrez rn case manager 146364 18024 164388 Heather Stout MBA CFO 163616 41456 205072 Kristel Luna RN GIP Admissions 178122 8971 187093 Marilou Mercado RN case manager 153476 8971 162447 Rebecca Burnett CEO 257880 52271 310151 Form 990, Part VI, Section B, Line 11b THE BOARD APPROVES FORM 990 UPON THE RECOMMENDATION OF THE FINANCE COMMITTEE. THE FORM 990 IS REVIEWED PAGE BY PAGE BY THE ABOVE COMMITTEE, WHICH RECONCILES THE KEY DATA CONTAINED ON THE FORM 990 SCHEDULES TO THE AUDIT REPORT AND ACCOMPANYING FINANCIAL STATEMENTS. THE FINANCE COMMITTEE ALSO ASSESSES FORm 990 TO MAKE SURE ALL OF THE OPERATING AND COMPLIANCE DISCLOSURES THAT WOULD APPEAR TO BEAR ON THE ORGANIZATION HAVE BEEN PROPERLY INCLUDED AND REPRESENT THE BOARD'S UNDERSTANDING AS SET FORTH ON THE FORMS. THIS LATTER CONSIDERATION IS ALSO TAKEN UP WITH THE AUDITOR AND DIRECTOR OF FINANCE AND OPERATIONS. Form 990, Part VI, Section B, Line 12c BOARD MEMBERS, KEY EMPLOYEES, AND OFFICERS ARE REQUIRED TO SUBMIT ANNUALLY TO THE BOARD OF DIRECTORS INFORMATION BEARING ON THEIR ACTIVITIES SUFFICIENT TO MONITOR COMPLIANCE WITH CONFLICT OF INTEREST POLICIES. Form 990, Part VI, Section B, Line 15a EVALUATION OF EXECUTIVE EMPLOYEES' SALARY AND BENEFIT LEVELS IS DELEGATED BY THE BOARD OF DIRECTORS TO THE PLANNING ORGANIZATION AND PERSONNEL (POP) COMMITTEE. THE POP COMMITEE CONSIDERS INSUSTRY NORMS FOR CLINICIANS AND OTHER PROFESSIONALS, ALONG WITH LOCAL OR REGIONAL ADAPTATIONS, IN ORDER TO ARRIVE AT COMPETITIVE PACKAGES. Form 990, Part VI, Section C, Line 19 SUCH ITEMS ARE PROVIDED WITHIN A REASONABLE TIME FRAME UPON HOSPICE'S RECEIPT OF REQUESTS FROM THE PUBLIC.