2024-11-05T10:34:35+00:00 2023-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-01-01 592217929 Hernando Pasco Hospice Inc HERN 8138718111 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 andrew molosky president & ceo 2024-11-05 true BRITTNEY KOCAJ P01320603 9542028600 2024-11-05 2023 2024-10-15 13:58:12Z HPH Hospice andrew molosky president & ceo 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 44070100 false X chaptershealth.org X 1982 FL Provides hospice and palliative care services that relieve the suffering of persons residing in its communities affected by life-limiting illnesses and end-of-life issues so all may live as fully as possible. 11 7 377 145 0 0 657504 886872 43937514 43183228 0 0 44595018 44070100 0 0 35614851 33082068 0 0 20906659 16250353 56521510 49332421 -11926492 -5262321 7684721 7300710 3067382 2692215 4617339 4608495 X Hernando Pasco Hospice, Inc. provides hospice services that relieve the suffering of persons residing in its communities affected by life-limiting illnesses and end-of-life issues so all may live as fully and comfortably as possible. false true 38834065 43183228 The organization provides a full range of medical and supportive services to individuals and their families facing a crisis of terminal illness. These services include, but are not limited to customized treatment programs, comfort and pain management, regularly scheduled visits from nurses who specialize in the recognition and treatment of pain, 24/7 on call services, counseling for family members, and children's bereavement program. Care services are provided at home, in assisted living and nursing home environments, or in hospice care centers. In 2023, Hernando-Pasco Hospice served 4,849 patients in its communities and maintains 45.3% market share in the counties it serves. The company has 110 trained volunteers whose donated time is valued at $332,986. Hernando-Pasco Hospice provided $1.097M in charity care in 2023. 38834065 true true false false false false false false false false false false true true true 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 true true false false false true 0 0 377 true false false false false false false false false false false false false X 11 7 true false false false true true true true true false false true true true true true true false false false FL X Todd Webb 8138718111 12470 TELECOM DRIVE SUITE 301 TEMPLE TERRACE FL 33637 Andrew Molosky PRESIDENT/CEO/CHAIR 2.0 48.0 X X 0 1576179 969172 Bradley Ruben VICE CHAIR 2.0 0 X X 0 0 0 Michael McHugh Secretary 2.0 0 X X 0 0 0 RHONDA G WHITE Chief Operating Officer 2.0 48.0 X X 0 469677 191283 Tara Friedman Chief Medical Officer 2.0 48.0 X X 0 521450 212195 TODD A WEBB CHIEF FINANCIAL OFFICER 2.0 48.0 X X 0 399506 184162 Amanda Martin BOARD MEMBER 2.0 0 X 0 0 0 Ann Marie Winter BOARD MEMBER 2.0 0 X 0 0 0 Bhadresh PATEL BOARD MEMBER 2.0 0 X 0 0 0 Mohamad Eid BOARD MEMBER 2.0 0 X 0 0 0 Randall Woodruff BOARD MEMBER 2.0 5.5 X 0 0 0 CHARLES O LEE Chief Administrative Officer (through 6/2023) 2.0 48.0 X 0 576964 49262 David J O'Neil Financial Advisor to the CEO (through 3/2023) 2.0 48.0 X 0 495057 159431 MICHAEL SHAPIRO Chief Medical Officer - Hospice 2.0 48.0 X 0 355760 99926 Nicole Romence Chief People Officer 2.0 48.0 X 0 439073 163885 Paola Delp Chief Business Development Officer 2.0 48.0 X 0 680764 239538 Sheri Anne Strobel Amateau Chief Information Officer 2.0 48.0 X 0 407547 143212 Valerie Zolman Chief Compliance Officer 2.0 48.0 X 0 285280 120968 Marie Fontana Manager, Admission Team 25.0 15.0 X 89868 32825 31741 Mena Hanna Staff Physician 40.0 0 X 317955 0 34945 Michele J Sandoval EXECUTIVE DIRECTOR (STARTING 9/2023) 40.0 0 X 138251 0 10334 Miguel Lizardo Medical Director 40.0 0 X 286531 0 90485 Tina Agan Nurse Practitioner 40.0 0 X 118386 0 35183 DEAN H FORMAN Former Chief Operating Officer 0.0 0.0 X 0 339857 238 950992 6579940 2735958 12 true true false 0 886872 886872 NET PATIENT SERVICE REVENUE 621610 43183228 43183228 0 0 0 0 43183228 0 0 0 0 0 0 0 0 0 44070100 43183228 0 0 27249251 22744424 4504827 4257071 3450346 806725 1575746 1325847 249899 488248 3521 484727 90243 90243 673665 86883 586782 0 80426 47624 32802 890427 305404 585023 1497326 269 1497057 3072839 2544941 527898 855339 800082 55257 53361 31451 21910 927224 927224 MEDICAL, OXYGEN & IV SUPPLIES, AND DME 2300624 2300624 DRUGS 2028624 2028624 PATIENT SERVICES 1555870 1555870 OTHER EXPENSES 886610 758628 127982 849527 849527 0 0 49332421 38834065 10498356 0 1000 1000 4326572 2866451 0 0 0 0 60315 0 0 0 0 0 0 3357149 4372944 7684721 7300710 2381887 2202184 29807 0 0 655688 490031 3067382 2692215 X 3884640 2803463 732699 1805032 4617339 4608495 7684721 7300710 X -5262321 5253477 X false true X true false X 97245 3776261 2471121 657504 886872 7889003 40569777 42501018 44608611 43937514 43183228 214800148 0 0 0 40667022 46277279 47079732 44595018 44070100 222689151 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 222689151 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 40667022 46277279 47079732 44595018 44070100 222689151 1 1.0 0 0.0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Beneficial interest in net assets of Chapters Health Foundation 3977394 Amounts due from 3rd parties 731 Right of Use (ROU) Asset 394819 4372944 Amounts due to 3rd parties 84429 Right-of-use liabilities, net 405602 490031 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Chapters and the affiliate organizations, except for the CareNu entities, are exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. A tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely to be realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. The applicable Forms 990 have not been subject to examination by the Internal Revenue Service or the state of Florida for the last three years. CHS does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. CHS recognizes interest and/or penalties related to income tax matters in income tax expense. CHS did not have any amounts accrued for interest and penalties at December 31, 2023 and 2022. true true false false false false false false false Tara Friedman Chief Medical Officer 0 511328 0 0 0 10122 0 193269 0 18926 0 733645 0 0 Andrew Molosky PRESIDENT/CEO/CHAIR 0 840771 0 562200 0 173208 0 915327 0 53845 0 2545351 0 523416 TODD A WEBB CHIEF FINANCIAL OFFICER 0 330189 0 60719 0 8598 0 137439 0 46722 0 583667 0 60719 RHONDA G WHITE Chief Operating Officer 0 368600 0 92400 0 8677 0 170170 0 21113 0 660961 0 92400 DEAN H FORMAN Former Chief Operating Officer 0 7643 0 0 0 332214 0 238 0 0 0 340095 0 0 Paola Delp Chief Business Development Officer 0 498181 0 130553 0 52030 0 226028 0 13510 0 920302 0 173083 CHARLES O LEE Chief Administrative Officer (through 6/2023) 0 217999 0 62001 0 296964 0 6594 0 42667 0 626226 0 62001 David J O'Neil Financial Advisor to the CEO (through 3/2023) 0 258095 0 115055 0 121907 0 120228 0 39204 0 654488 0 221276 Nicole Romence Chief People Officer 0 312966 0 115718 0 10390 0 142792 0 21093 0 602959 0 93025 MICHAEL SHAPIRO Chief Medical Officer - Hospice 0 354226 0 327 0 1208 0 51084 0 48842 0 455686 0 0 Sheri Anne Strobel Amateau Chief Information Officer 0 321514 0 77245 0 8788 0 138289 0 4923 0 550759 0 77245 Valerie Zolman Chief Compliance Officer 0 231306 0 51717 0 2258 0 90709 0 30259 0 406248 0 37502 Tina Agan Nurse Practitioner 114277 0 3166 0 943 0 3721 0 31462 0 153569 0 0 0 Marie Fontana Manager, Admission Team 86022 31488 3662 1338 184 0 2661 972 20588 7520 113117 41317 0 0 Mena Hanna Staff Physician 312213 0 4200 0 1542 0 5510 0 29434 0 352900 0 0 0 Miguel Lizardo Medical Director 268515 0 16366 0 1650 0 42355 0 48130 0 377016 0 16234 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The President & CEO is paid by Chapters Health System, Inc. (a related organization). Chapters Health System uses a compensation committee, independent compensation consultant, compensation survey or study, forms 990 of other organizations, and approval by the board or compensation committee to determine his compensation. The company relies on Chapters Health System to ensure compensation is reasonable. Schedule J, Part I, Line 4a Severance or change-of-control payment During the Year, the company paid severance to: R.Brooks $40,615 During the Year, Chapters Health System, Inc. paid severance to: C.Lee $291,429 D.Forman $331,937 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Chapters Health System, Inc. (a related organization) has a supplemental executive retirement plan (SERP) in which some of the interested persons participate. During the year, the following payments were made by Chapters Health System, Inc. into the SERP plans of the participants: A.Molosky $354,797 P.Delp $94,737 T.Friedman $77,250 D.O'Neil $57,628 R.White $70,067 N.Romence $67,867 S.Strobel $60,036 T. Webb $60,512 V.Zolman $43,270 Form 990, Part III, Line 3 Significant changes in program services In March of 2023, Hernando Pasco Hospice discontinued home health services. Form 990, Part VI, Line 15a PROCESS FOR DETERMINING COMPENSATION The organization engaged an independent compensation consultant to assist in establishing a Compensation Charter that details the organization's procedures for setting compensation of the President/CEO and all other officers and key employees of the organization. The Compensation Charter established the Compensation Committee, the independent body responsible for establishing the compensation of the President/CEO. The Compensation Committee relies on a recent compensation study performed by an independent compensation consultant, which is done on an annual basis, that provides compensation data for similarly qualified persons in comparable organizations to support its decision-making process and reports its activities to the Board of Directors at the next regularly scheduled meeting. The Compensation Committee adequately documents its compensation determinations in the meeting minutes on a timely basis. This process took place during the year. The president/CEO of the organization is paid by Chapters Health System, Inc. The form 990 instructions indicate when the CEO is not paid by the filing organization, the question should be answered "no". Form 990, Part VI, Line 15b PROCESS FOR DETERMINING COMPENSATION The compensation of all other officers and key employees is determined by the president/ceo. The president/ceo uses comparability data and an independent compensation consultant to determine the compensation. The decisions are documented in each employee's file. This process took place during the year. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee, made up of the President and CEO, COO, CFO, CMO, the Vice Chairperson of the Board and the Secretary, shall carry out the work of the Board of Directors between meetings and make recommendations to the Board of Directors for its action. The Executive Committee shall have all the authority of the Board of Directors except as may be limited by law and subject to the approval of the sole member. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons David J. O'Neil, Andrew Molosky and Paola Delp - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders The organization has a sole member, Chapters Health System, Inc., that both elects the members of the governing body of the organization and also approves certain significant decisions made by the governing body of the organization. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The organization's sole member, Chapters Health System, Inc., nominates and elects the elected members of the organization's Board of Directors and may appoint replacement directors at any time when a vacancy occurs. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Without the written approval of the organization's Sole Member, Chapters Health System, Inc., the organization's governing body is not permitted to: (A) Sell, lease, or dispose of assets, merge, combine or otherwise or reorganize with any other entity, convert its corporate structure to another form or enter into any management services agreement; (B) Enter into any loan facility, borrow any funds or pledge or hypothecate any or all of its assets as security for any borrowing; (C) Change the character or nature of the organization's business to something other than the operation of a hospice and home health agency; (D) Remove or appoint the President and CEO; (E) Execute any deed, mortgage, note or bond; (F) Adopt or amend the annual operating and/or capital budgets proposed by the President and CEO and the management of the organization; (G) Make any contribution or distribution of assets or property to any person; (H) Amend the Articles of Incorporation of the Corporation; (I) Dissolve, liquidate or otherwise cease to exist as a Not-for-Profit Corporation which is exempt from taxation under Section 501(c)(3) of the Internal Revenue Code; (J) Form, DISSOLVE, LIQUIDATE, SELL, MERGE OR OTHERWISE TRANSFER OWNERSHIP OR CONTROL OF any subsidiary corporation; or (K) Acquire, enjoy, utilize, and dispose of patents, copyrights, and trademarks and any licenses and other rights or interests thereunder or therein. Form 990, Part VI, Line 11b Review of form 990 by governing body The organization retains an independent tax advisor to assist management in the preparation and review of its IRS Form 990. Prior to filing the return, management and the independent tax advisor review the return and all required schedules with the Compensation Committee of the Board of Directors. The Compensation Committee is composed of independent directors of the Company. Upon completion of its review, the Compensation Committee recommends to the Executive Committee of the Board of Directors that management be authorized to sign and file the return. Under the Company's by laws the Executive Committee has the authority to take this action on behalf of the Board of Directors. A COMPLETE copy of the Form 990 is provided to the full board prior to filing with the IRS and the Executive Committee reports its activities to the Board of Directors on a quarterly basis. Form 990, Part VI, Line 12c Conflict of interest policy Annually, each officer, director and key employee signs an acknowledgement and disclosure form attesting that they have read the Conflict of Interest Policy and agreeing to comply fully with its terms and conditions during their services with Chapters Health System, Inc. (CHS) and Affiliates. They further agree that if, at any time subsequent to the submission of the disclosure form, they become aware of any actual or potential conflict of interest or the information previously submitted becomes inaccurate or incomplete, they will promptly notify the CHS Board of Directors, the President and CEO of Chapters Health System, Inc., and the Affiliate Board of Directors. DETERMINATION OF AND REMEDIES FOR CONFLICTS OF INTEREST 1. Disclosure. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of his or her financial interest and must be given the opportunity to disclose all material facts to the Directors (and members of committees) considering the proposed transaction or arrangement. The disclosure shall be made as soon as practicable following the realization by the interested person that an actual or possible conflict of interest exists. Ordinarily, disclosures by interested persons should be to the Chairperson of the Board. When an actual or possible conflict of interest becomes apparent in the course of a Board meeting (or committee meeting), the interested person shall immediately disclose his or her financial interest and related material facts to the presiding Director or officer at such meeting. 2. Determining Whether a Conflict of Interest Exists. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, the interested person shall leave the Board (or committee) meeting while the determination of a conflict of interest is discussed and voted upon. The remaining Board (or committee) members shall decide if a conflict of interest exists. 3. Procedures for Addressing the Conflict of Interest. (a) An interested person who has a conflict of interest may make a presentation at the Board (or committee) meeting, but after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that result in the conflict of interest. The interested person who has a conflict of interest will not be counted as present for determining a majority with respect to the vote on the transaction or arrangement that results in the conflict of interest. (b) The Chairperson of the Board (or committee) shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. (c) After exercising due diligence, the Board (or Committee) shall determine whether CHS and Affiliates can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or business entity that would not give rise to a conflict of interest. (d)If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the Board (or committee) shall determine by a majority vote of the disinterested Directors (or committee members) whether the transaction or arrangement is in the best interest of CHS and Affiliates and for its own benefit and whether the transaction is fair and reasonable to CHS and Affiliates and shall make its decision as to whether to enter into the transaction or arrangement in conformity with such determination. Violations of the Conflicts of Interest Policy (a) If the Board (or committee) has reasonable cause to believe that an interested person has failed to disclose actual or possible conflicts of interest, it shall inform the interested person of the basis for such belief and afford the interested person an opportunity to explain the alleged failure to disclose. (b) If, after hearing the response of the interested person and making such further investigation as may be warranted under the circumstances, the Board (or committee) determines that the interested person has in fact failed to disclose an actual or possible conflict of interest, it shall take such action as it determines to be appropriate, including corrective and disciplinary action. RECORD OF PROCEEDINGS The minutes of the Board (and each committee) shall contain: 1. The name of each person who disclosed or otherwise was found to have a financial interest in connection with an actual or possible conflict of interest, the nature of the financial interest, any action taken to determine whether a conflict of interest was present, and the Board's (or committee's) decision as to whether a conflict of interest in fact existed. 2. The names of the persons who were present for discussions and votes relating to the transaction or arrangement, the content of the discussion, including any alternatives to the proposed transaction or arrangement, and a record of any votes taken in connection therewith. PERIODIC REVIEWS To ensure that CHS and Affiliates operate in a manner consistent with their charitable purposes and that it does not engage in activities that could jeopardize their status as organizations exempt from federal income tax, periodic reviews shall be conducted. CHS and Affiliates may, but need not, use an outside advisor to conduct a periodic review. The periodic review shall include, at a minimum, the following subjects: 1. Whether compensation arrangements and benefits are reasonable and are the results of arm's-length bargaining. 2. Whether agreements to provide health care and agreements with other health care providers, employees and third party payers further the charitable purposes of CHS and Affiliates and do not result in private inurement or impermissible private benefit. Form 990, Part VI, Line 19 Required documents available to the public The Organization's Articles of Incorporation are filed with and viewable by the public at the official website of the Department of State, division of corporations. The organization's bylaws and conflict of interest policy are not made available to the public. Unaudited financial statements of the organization are filed and viewable by the public at the official website of the State, division of consumer services. In addition, the organization reports its financial performance each year in its annual report, copies of which are available to the public upon request. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN BENEFICIAL INTEREST IN NET ASSETS OF CHAPTERS HEALTH FOUNDATION - 1072333; NET ASSET TRANSFER - 4181144; Chapters Health Home Care LLC 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 592217929 Home Care FL -236293 0 Hernando Pasco Hospice Inc Chapters Health System Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 592264957 Parent FL 501(c)(3) Type II NA false Chapters Health Foundation Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 593467282 Foundation FL 501(c)(3) 7 Chapters Health System Inc false Chapters Health Home Connect Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 275158323 Long term Care FL 501(c)(3) 10 Chapters Health System Inc false Cornerstone Hospice and Palliative Care Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 592330114 Hospice Care FL 501(c)(3) 10 Chapters Health System Inc false Cornerstone Health Services Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 611798762 Palliative Care FL 501(c)(3) 10 Chapters Health System Inc false Good Shepherd Hospice Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 205276923 Hospice Care FL 501(c)(3) 10 Chapters Health System Inc false Hospice of Okeechobee Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 593823139 Hospice Care FL 501(c)(3) 7 Chapters Health System Inc false Lifepath Hospice Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 205276870 Hospice Care FL 501(c)(3) 10 Chapters Health System Inc false Capital Hospice dba Capital Caring 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 541920770 Hospice Care VA 501(c)(3) 10 Capital Caring Health false Capital Caring Health 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 843773372 Medical Support Services VA 501(c)(3) Type III-FI Chapters Health System Inc false Capital Caring Advanced Illness Services Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 843787656 Illness, Palliative and Primary Care Services VA 501(c)(3) 10 Capital Caring Health false Capital Caring Stay at Home Services Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 843797085 At home medical services VA 501(c)(3) 7 Capital Caring Health false Hope Hospice and Community Services Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 592128697 Hospice Care FL 501(c)(3) 7 Chapters Health System Inc false Visiting Nurses Association of SW Florida Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 596175593 Medical Support Services FL 501(c)(3) 10 Hope Hospice & Community Services Inc false ADVANCED ILLNESS PARTNERS LLC 3180 FAIRVIEW PARK DRIVE SUITE 500 FALLS CHURCH VA 22042 853613085 MEDICARE DIRECT CONTRACTED MEDICAL SERVICES DE NA N/A false false Assurity DCE LLC 3535 Little Road Trinity FL 34655 850951162 Medical Services FL NA N/A false false Chapters CareNu Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 850850926 Population Health FL NA C Corporation false SECUR Inc 4200 West Cypress Street Suite 690 Tampa FL 33607 881837830 Licensed Health Plan FL NA C Corporation false false false true true true false false false false false true false true true true true false true true