2024-02-14T08:55:24-06:00 2022-12-31 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-01-01 592214796 HOSPICE OF MARION COUNTY INC HOSP 3528737400 3231 SW 34TH AVENUE OCALA FL 34474 KATHRYN BEECHER CHIEF FINANCIAL OFFICER 3528737400 2024-02-14 1 KATHRYN BEECHER 999009999 1 VICKI L HINZ CPA P00356696 4077405400 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHRYN BEECHER PO BOX 4860 OCALA FL 34478 42075610 0 X WWW.HOSPICEOFMARION.COM X 1981 FL HOSPICE OF MARION COUNTY (HMC) PROVIDES END-OF-LIFE CARE AND SERVICES TO RESIDENTS OF ALL AGES, REGARDLESS OF THEIR ABILITY TO PAY. 14 14 454 522 157875 0 5790052 3960130 36395987 35023709 3521135 -147352 1038980 86706 46746154 38923193 0 0 0 0 25471504 25267164 43333 0 565511 12315623 15170017 37830460 40437181 8915694 -1513988 47078260 45601306 3454774 4903088 43623486 40698218 X HOSPICE OF MARION COUNTY (HMC) PROVIDES END-OF-LIFE CARE AND SERVICES TO RESIDENTS OF ALL AGES,REGARDLESS OF THEIR ABILITY TO PAY. CHARITY CARE PROVIDED IN 2022 WAS $527,000. 0 0 31048965 32963847 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. 2876348 1988693 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. 954377 0 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. 34879690 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 74 0 1 454 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X KATHRYN BEECHER 3528737400 PO BOX 4860 OCALA FL 34478 RICHARD BOURNE CEO 50.00 X 312826 0 22990 KATHRYN BEECHER CFO 50.00 X 220807 0 12302 MERY J LOSSADA CHIEF MEDICAL OFFICER 50.00 X 240021 0 34028 AXEL MARTINEZ MEDICAL DIRECTOR 50.00 X 221638 0 21249 TAMARA LOPEZ DIAZ MEDICAL DIRECTOR 50.00 X 196356 0 19476 JEREMY JOSE OLLOQUI MEDICAL DIRECTOR 50.00 X 198470 0 588 DAVID SWIFT PHARMACIST 50.00 X 143635 0 16839 VILMARIE VELEZ DIAZ MEDICAL DIRECTOR 50.00 X 136302 0 10351 JAMES HILTY CHAIRMAN 1.00 X X 0 0 0 MICHELLE FARRIS CHAIRMAN-ELECT (END 04/25) 1.00 X X 0 0 0 RICH LARKIN TREASURER/CHAIRMAN-ELECT 1.00 X X 0 0 0 DONNA HEATH SECRETARY 1.00 X X 0 0 0 M THERESA BAKER BOARD MEMBER 1.00 X 0 0 0 CONNIE BROWN BOARD MEMBER 1.00 X 0 0 0 JAMES CHICKLO BOARD MEMBER 1.00 X 0 0 0 STEPHANIE CORTES BOARD MEMBER 1.00 X 0 0 0 KENNETH DALEY PAST CHAIRMAN 1.00 X 0 0 0 STEVE HOLLOSI BOARD MEMBER 1.00 X 0 0 0 JOAN RECTOR BOARD MEMBER 1.00 X 0 0 0 RICHARD RIVERA BOARD MEMBER 1.00 X 0 0 0 JEFFREY SAUEY BOARD MEMBER 1.00 X 0 0 0 MICHELLE STONE BOARD MEMBER 1.00 X 0 0 0 MICHAEL TORRES BOARD MEMBER (START 06/26) 1.00 X 0 0 0 1670055 0 137823 26 0 1 0 PALM GARDEN OF OCALA LLC 2700 SW 34TH ST OCALA FL 34474 SKILLED NURSING 738501 OCALA HEALTH & REHAB LLC 1201 SW 24TH RD OCALA FL 34471 SKILLED NURSING 671324 MARION HSE REHAB 3930 E SILVER SPRINGS BLVD OCALA FL 34470 SKILLED NURSING 642355 OCALA HEALTHCARE ASSOCIATES LLP 9848 SW 110TH ST OCALA FL 34481 SKILLED NURSING 585706 LIFE CARE CENTERS OF AMERICA INC 2800 SW 41ST ST OCALA FL 34474 SKILLED NURSING 525328 15 350 25 3959755 2145640 3960130 HOSPICE PATIENT SERVICE REVENUE 624100 34467596 34467596 PALLIATIVE CARE REVENUE 624100 398238 398238 DME REVENUE 456199 157875 157875 35023709 849567 849567 9858 1006777 0 -1006777 9858 -996919 -996919 2145640 2145640 0 OTHER REVENUE 900099 86706 86706 86706 38923193 34952540 157875 -147352 865432 374264 376155 115013 19979567 17651512 2126804 201251 263242 226104 32719 4419 2620094 2310085 272140 37869 1538829 1333109 190751 14969 17890 17890 90553 90553 109049 109049 2922900 2485848 391692 45360 165109 137683 8772 18654 808758 380347 419235 9176 686592 530956 148123 7513 1059160 837275 216212 5673 516449 486524 27856 2069 56274 25917 20094 10263 16421 16421 703677 374485 329192 283865 242122 41121 622 NURSING HOME ROOM AND B 5342199 5342199 0 MEDICINES AND MEDICAL S 974280 971111 3169 0 ALL OTHER EXPENSES 750792 504100 154032 92660 TRANSPORTATION 636593 636593 29456 29456 40437181 34879690 4991980 565511 1525 11521 1886407 1596426 94505 714302 4604647 3518434 70822 96578 642090 616510 26897655 14197569 9782462 12700086 19733649 15245601 10056857 10331853 0 681158 205296 88837 47078260 45601306 3363371 4192314 56480 24260 34923 686514 3454774 4903088 X 43580486 39718218 43000 980000 43623486 40698218 47078260 45601306 X -1513988 -1411286 6 X X 0 1 X 1 1 1 X 1153082 823922 2608972 5790052 3960130 14336158 34007285 37474585 37515270 36270197 34865834 180133171 1590658 1710959 1347097 1955970 2145640 8750324 36751025 40009466 41471339 44016219 40971604 203219653 72860 22358 9655 36022 140895 0 72860 22358 9655 36022 140895 203078758 266767 291658 448859 657839 849567 2514690 266767 291658 448859 657839 849567 2514690 72896 149802 130964 51850 86706 492218 37090688 40450926 42051162 44725908 41907877 206226561 0.98470 0.01220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1651 1651 0 PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF THE NATIONAL PARTNERSHIP FOR HOSPICE INNOVATION (NPHI), THE NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION (NHPCO) AND THE FLORIDA HOSPICE & PALLIATIVE CARE ASSOCIATION (FHPCA). A PORTION OF THE DUES PAID TO ALL THREE ORGANIZATIONS IS USED FOR LOBBYING. 1271560 1271560 15220188 8266242 6953946 6168145 5442984 725161 4237762 488343 3749419 12700086 ALTERNATIVE INVESTMENTS 10331853 F 10331853 RIGHT OF USE LEASE OBLIGATIONS 686514 686514 X 37402858 -1411286 -1411286 38814144 109049 109049 38923193 40328132 0 40328132 109049 109049 40437181 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE ORGANIZATION AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, THEREFORE, THESE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. THE ORGANIZATION'S LAST THREE YEARS OF TAX RETURNS ARE SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. ACCORDINGLY, THESE CONSOLIDATED FINANCIAL STATEMENTS INCLUDE NO PROVISION OR LIABILITY FOR INCOME TAXES. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2194693 0 0 0 0 0 0 2194693 0 2194693 1 0 1 0 0 0 PART III ACCOUNTING METHOD: X 0 0 0 0 0 0 0 1 0 RICHARD BOURNE CEO 257826 0 55000 0 0 0 0 0 22990 0 335816 0 0 0 KATHRYN BEECHER CFO 195209 0 25598 0 0 0 0 0 12302 0 233109 0 0 0 MERY J LOSSADA CHIEF MEDICAL OFFICER 239310 0 711 0 0 0 0 0 34028 0 274049 0 0 0 AXEL MARTINEZ MEDICAL DIRECTOR 220927 0 711 0 0 0 0 0 21249 0 242887 0 0 0 TAMARA LOPEZ DIAZ MEDICAL DIRECTOR 195645 0 711 0 0 0 0 0 19476 0 215832 0 0 0 JEREMY JOSE OLLOQUI MEDICAL DIRECTOR 197759 0 711 0 0 0 0 0 588 0 199058 0 0 0 DAVID SWIFT PHARMACIST 142924 0 711 0 0 0 0 0 16839 0 160474 0 0 0 PART I, LINE 7 THE BONUSES OF ALL EMPLOYEES, OTHER THAN THE CEO, WERE AWARDED AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE BONUS OF THE CEO IS WRITTEN INTO HIS EMPLOYMENT CONTRACT AND IS AWARDED ANNUALLY BASED UPON THE ACHIEVEMENT OF CERTAIN ORGANIZATIONAL AND PERSONAL METRICS. X 2145675 SELLING COST 0 1 1 PART I, LINE 32B: DONATED ANTIQUES ARE SOLD ON CONSIGNMENT BY AN ANTIQUE MALL. HOSPICE OF MARION COUNTY (HMC) UTILIZED AN UNRELATED THIRD PARTY TO SELL THE DONATED VEHICLE ON HMC'S BEHALF. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY MANAGEMENT. ALSO, THE RETURNS ARE PRESENTED TO THE ORGANIZATION'S FINANCE COMMITTEE FOR REVIEW. THEN A COPY IS PROVIDED TO EVERY MEMBER OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY REQUIRES THAT OFFICERS, DIRECTORS AND KEY EMPLOYEES DISCLOSE CONFLICTS OF INTEREST ANNUALLY. THE DISCLOSURES ARE MADE VIA CONFLICT OF INTEREST QUESTIONNAIRES WHICH ARE REVIEWED BY THE EXECUTIVE ASSISTANT TO THE CEO. ANY DISCLOSURES ARE BROUGHT TO THE ATTENTION OF THE CEO WHO THEN ENSURES THAT ANYONE WITH AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST REFRAINS FROM DISCUSSIONS OR VOTING ON ISSUES RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER IS REVIEWED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION ANNUALLY USING COMPARABILITY DATA TO ENSURE COMPENSATION IS REASONABLE. A RECOMMENDATION IS THEN MADE TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. THE PROCESS IS DOCUMENTED IN BOTH THE BOARD AND EXECUTIVE COMMITTEE MINUTES. THIS PROCESS WAS LAST UNDERTAKEN IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XI, LINE 9: ROUNDING 6. FORM 990, PART XII, LINE 2C OVERSIGHT OF AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT: THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF AN INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. FLORIDA PALLIATIVE EQUIPMENT LLC 2891 SE 62ND ST OCALA FL 34480 352191553 DURABLE MEDICAL EQUIPMENT FL 1635410 364899 HMC CENTER FOR COMPREHENSIVE PALLIATIVE CARE 3231 SW 34TH AVE OCALA FL 34474 651309935 PALLIATIVE FL 398421 202486 HMC