2024-11-14T11:43:27+00:00 2023-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-01-01 203974015 TRUSTBRIDGE INC TRUS 5618485200 5300 East Avenue West Palm Beach FL 33407 TARRAH LOWRY COO 5618485200 2024-11-14 true Gina Ardillo P01395893 9542028600 2024-11-14 2023 2024-10-15 13:58:12Z TARRAH LOWRY 5300 East Avenue West Palm Beach FL 33407 49707822 false X www.TRUSTBRIDGE.COM X 2005 FL The organization is operated exclusively for the purpose of providing management and other support services to the hospice of palm beach county and other related tax-exempt organizations. 7 7 328 8 65008 2608269 403709 354190 47222791 48596889 42821 439084 258055 290911 47927376 49681074 0 0 0 0 31031467 30090177 0 0 0 18708410 19295300 49739877 49385477 -1812501 295597 217792635 213278639 50681438 48083607 167111197 165195032 TRUSTBRIDGE, INC. IS ORGANIZED & OPERATED EXCLUSIVELY FOR THE PURPOSE OF PROVIDING MANAGEMENT, ADMINISTRATIVE, & OTHER SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS: HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE BY THE SEA INC. AND AFFILIATES. false false 49324879 48624408 TRUSTBRIDGE, INC. PROVIDES MANAGEMENT, ADMINISTRATIVE, AND OTHER SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS: HOSPICE OF PALM BEACH COUNTY, INC., TRUSTBRIDGE FOUNDATION, INC., HOSPICE BY THE SEA, INC., THE MEDICAL STORE OF PALM BEACH COUNTY, INC., FOCUS CARE HOME HEALTH, INC., AND HARBOR PALLIATIVE CARE SERVICES, INC. 49324879 true true false false false false false false true true false true true true true false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 59 0 true 328 true true true false false false false false false false false false false false X 7 7 false false false false false false false true false false false true true true true true true true true false FL X Mark R Huntley 5618485200 5300 EAST AVENUE West Palm Beach FL 33407 John Mullen Treasurer (THRU AUG 2023) 1.0 3.0 X X 0 0 0 Randy Levitt Vice Chair 1.0 3.0 X X 0 0 0 Thomas G Burns Secretary 1.0 3.0 X X 0 0 0 William Quinn II Chairman 1.0 3.0 X X 0 0 0 Heather Siegel Miller Director 1.0 3.0 X 0 0 0 KRISTIN AHR DIRECTOR 1.0 3.0 X 0 0 0 Marian Pearlman Nease Director 1.0 3.0 X 0 0 0 Maurice Woods Director 1.0 3.0 X 0 0 0 Amanda Tippin Corporate Compliance/Privacy Officer 20.0 20.0 X 189314 0 22206 Charles e Snider CHRO 10.0 30.0 X 281083 0 24887 David C Fielding CEO 19.0 30.0 X 815651 0 50217 Mark R Huntley CFO 10.0 30.0 X 450862 0 38087 Tarrah L Lowry Chief Operating Officer 10.0 30.0 X 488447 0 36893 Bivek K Pathak CIO 40.0 0 X 400811 0 38087 Katherine L Brazzale MD Chief Medical Officer 10.0 30.0 X 352880 0 35362 Mariaelena Caraballo DO Associate Medical Director 40.0 0 X 399999 0 22639 Rahat Abbas DO Associate Medical Director 40.0 0 X 373790 0 14595 Richard L Teitzman DO Associate Medical Director 40.0 0 X 425272 0 28303 Pedro A Herrera Former Officer 40.0 0.0 X 249960 0 12975 4428069 0 324251 67 true true false IntellaTriage LLC 8011 BROOKS CHAPEL ROAD BRENTWOOD TN 37027 Patient Care Services 1348233 OTD Inc 3620 NE 5th Ave Oakland Park FL 33334 Delivery services 995621 Cambridge Security Services Corporation 5100 North Federal Hwy Suite 405 Fort Lauderdale FL 33308 Security 869834 HOMECARE HOMEBASE INC 6688 NORTH CENTRAL EXPRESSWAY DALLAS TX 75206 IT CONSULTING 781701 Amer Med Res Atlantic PB AMB PO Box 841439 Dallas TX 752841439 Patient Transportation 755557 17 354190 354190 General Charges to Affiliates 561000 33782250 33782250 Physician Charges to Affiliate 621110 10200978 10200978 Affiliates use of DME 900099 4613661 4613661 0 0 0 0 48596889 458090 458090 0 0 7742 26748 0 -19006 -19006 -19006 Cafeteria 722514 198384 198384 management revenue 551100 65008 65008 Other Income 900099 27519 27519 0 0 0 0 290911 49681074 48624408 65008 637468 2397648 2397648 22859008 22828298 30710 635985 635985 2667115 2667115 1530421 1530421 376978 376978 230400 228900 1500 1274869 1246869 28000 0 557888 557888 1325597 1325209 388 3488661 3488661 3964171 3964171 639163 639163 154943 154943 1118495 1118495 2907026 2907026 1031592 1031592 EQUIPMENT COSTS 697208 697208 VEHICLE EXPENSE 651983 651983 RECRUITING COSTS 520957 520957 DEVELOPMENT COSTS 220502 220502 134867 134867 0 0 49385477 49324879 60598 0 3082150 5241132 65008 0 0 0 0 308638 292071 1391434 1507435 12318441 10339855 1916147 1978586 0 180184079 178254261 30910187 25940146 217792635 213278639 11578482 12072087 20312503 19062499 0 0 18790453 16949021 50681438 48083607 X 136906390 161254728 30204807 3940304 167111197 165195032 217792635 213278639 X 295597 -2211762 X false true X true false X X X 6 TRUSTBRIDGE FOUNDATION INC 203974070 7 true 0 282054 THE MEDICAL STORE OF PALM BEACH COUNTY INC 202835810 9 false 0 0 HOSPICE OF PALM BEACH COUNTY INC 591825937 9 true 0 20129941 FOCUS CARE HOME HEALTH INC 263595560 9 true 0 0 HARBOR PALLIATIVE CARE SERVICES INC 800674849 9 true 0 1240334 HOSPICE BY THE SEA INC 591952942 9 true 0 12232062 6 0 33884391 false false false false false false false false false false false false false false false false Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name The following organizations are listed by name in TrustBridge's Articles of Incorporation as supported organizations: -Hospice of Palm Beach County, Inc. -Hospice by The Sea, Inc. -Trustbridge Foundation, Inc. (F/K/A Hospice of Palm Beach County Foundation, Inc.) -Harbor Palliative Care Services, Inc. -FocusCare Home Health, Inc. Pursuant to TrustBridge's Articles of Incorporation, TrustBridge may be operated for the benefit of any new or additional organizations described in Section 509(a)(1) or 509(a)(2) of the code which are closely related in purpose or function to the entities listed above, as shall be determined by the Board of Directors of TrustBridge. The Medical Store of Palm Beach County, Inc. is a supported organization of TrustBridge that is designated by class or purpose in TrustBridge's Articles of Incorporation because it is exempt under section 509(a)(2) and was formed to enhance the quality of life and to promote efficient and quality health care, a purpose that has been deemed to be closely related to the purpose of the supported organizations listed by name in TrustBridge's Articles of Incorporation. Schedule A, Part IV, Section C, Line 1 Majority director detail The following supported organizations share a complete Board of Directors with TrustBridge, Inc.: -Hospice of Palm Beach County, Inc. -Hospice by the Sea, Inc. -Harbor Palliative Care Services, Inc. -FocusCare Home Health, Inc. -The Medical Store of Palm Beach County, Inc. Control or management of TrustBridge by TrustBridge Foundation, Inc. exists by virtue of common management. Specifically, the same individual serves as Chief Financial Officer of TrustBridge Foundation, Inc. and each of the other supported organizations, as well as the Chief Financial Officer of TrustBridge (the supporting organization). The fact that the leadership teams of each of the supported organizations share a Chief Financial Officer with TrustBridge assures that TrustBridge is responsive to the needs and demands of the supported organizations and that TrustBridge constitutes an integral part of and maintains a significant involvement in the operations of the supported organizations, including TrustBridge Foundation, Inc. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2392687 262773 2655460 3219780 -515483 311610 2392687 3196762 311610 288592 3219780 3044059 288592 135889 3196762 2676291 367768 0 3044059 0.0 1.0 0.0 false true true 737276 537674 199602 11581165 9802181 1778984 1978586 INVESTMENT IN AFFILIATES 178254261 F 178254261 deferred compensation plan assets 5623520 Due from affiliates 14169907 interest rate swap asset 685678 interest receivable 84677 RIGHT OF USE ASSETS 5376364 25940146 DUE TO AFFILIATES 11659061 Lease liability 5289960 16949021 X Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT FUNDS, HELD BY TRUSTBRIDGE FOUNDATION, INC., ARE INTENDED TO BE USED TO SUPPORT THE PROGRAMS AND ACTIVITIES OF HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE BY THE SEA, INC., AND ALL RELATED ORGANIZATIONS. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote TrustBridge and the affiliate organizations 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. U.S. GAAP requires that 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 of being 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. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at December 31, 2023 and 2022. X X X X false true false false false false false false false Pedro A Herrera Former Officer 136847 0 54986 0 58127 0 12491 0 484 0 262935 0 17222 0 David C Fielding CEO 454979 0 278847 0 81825 0 15525 0 34692 0 865868 0 5085 0 Tarrah L Lowry Chief Operating Officer 339290 0 116750 0 32407 0 14331 0 22562 0 525340 0 0 0 Mark R Huntley CFO 288358 0 104212 0 58292 0 15525 0 22562 0 488949 0 16295 0 Charles e Snider CHRO 246203 0 24351 0 10529 0 2675 0 22212 0 305970 0 0 0 Amanda Tippin Corporate Compliance/Privacy Officer 159593 0 23606 0 6115 0 5778 0 16428 0 211520 0 0 0 Richard L Teitzman DO Associate Medical Director 390660 0 0 0 34612 0 14775 0 13528 0 453575 0 3841 0 Bivek K Pathak CIO 263728 0 85726 0 51357 0 15525 0 22562 0 438898 0 5081 0 Mariaelena Caraballo DO Associate Medical Director 355769 0 4000 0 40230 0 12730 0 9909 0 422638 0 13766 0 Rahat Abbas DO Associate Medical Director 208260 0 0 0 165530 0 14595 0 0 0 388385 0 4946 0 Katherine L Brazzale MD Chief Medical Officer 279197 0 39877 0 33806 0 13150 0 22212 0 388242 0 2055 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING CONTRIBUTIONS WERE MADE DURING 2023 TO A SECTION 457(F) PLAN: FIELDING, DAVID C. - $ 5,625 HUNTLEY, MARK R. - $ 5,625 HERRERA, PEDRO A. - $ 5,625 BRAZZALE, KATHERINE L. - $3,250 SNIDER, CHARLES - $650 LOWRY, TARRAH L. - $4,431 CARABALLO, MARIAELENA - $ 2,830 TEITZMAN, RICHARD L. - $ 4,875 PATHAK, BIVEK K. - $ 5,625 ABBAS, RAHAT - $ 4,695 THE FOLLOWING DISTRIBUTIONS WERE PAID DURING 2023: FIELDING, DAVID C. - $5,085 HUNTLEY, MARK R. - $ 16,295 HERRERA, PEDRO A. - $17,222 BRAZZALE, KATHERINE L. - $2,055 CARABALLO, MARIAELENA - $ 13,766 TEITZMAN, RICHARD L. - $ 3,841 PATHAK, BIVEK K. - $ 5,081 ABBAS, RAHAT - $ 4,946 A PALM BEACH COUNTY HEALTH FACILITIES AUTHORITY 521297506 2017-08-28 25000000 current & advanced refunding of Palm Beach County, FL variable rate demand revenue bonds Series 2001 false false false A 5937501 0 25000000 0 0 0 0 0 0 0 25000000 0 2017 true false true true A false true false false 0.0 0.0 0.0 false false true A false false true false true true Branch Banking and Trust Company 10.0 false false false false true A true Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body Per article IV of the corporation's bylaws, there are no committees with the power to act on behalf of the governing body. Form 990, Part VI, Line 11b Review of form 990 by governing body The form 990 is prepared and initially reviewed by the CFO and the tax accounting firm. When a final draft is ready, it is sent to the Audit Committee of the Board of Directors for final review and approval. The Audit Committee then presents the 990 to the full Board of Directors for approval, after which the 990 is filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION SENDS OUT THE CONFLICT-OF-INTEREST QUESTIONNAIRES TO BOARD MEMBERS AND OFFICERS ANNUALLY. THE RESPONSES TO THE QUESTIONNAIRES ARE MONITORED AND COLLECTED BY THE CFO. SHOULD A CONFLICT EXIST THE PERSON WITH THE CONFLICT WILL ABSTAIN FROM VOTING ON THE ISSUE IN QUESTION. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Compensation Committee of the Board of Directors uses a comparative salary survey and an independent compensation consultant for the CEO. The compensation committee's recommended compensation is approved by the board of directors. This review last took place in April 2023 and is documented in the board and committee minutes. Form 990, Part VI, Line 15b Process to establish compensation of other employees the compensation of ALL OTHER OFFICERS is determined by THE CEO OF TRUSTBRIDGE, inc.. THE CEO USES COMPARABILITY DATA and AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE COMPENSATION. This review last took place in April 2023. THE DECISIONS ARE DOCUMENTED IN EACH EMPLOYEE'S FILE. Form 990, Part VI, Line 19 Required documents available to the public FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. Form 990, Part VII, Section A ADDITIONAL INFORMATION REGARDING COMPENSATION DAVID FIELDING MR. FIELDING SERVES AS CEO FOR TRUSTBRIDGE, INC., HOSPICE OF PALM BEACH COUNTY, HOSPICE BY THE SEA, INC., FOCUS CARE HOME HEALTH, INC., HARBOR PALLIATIVE CARE SERVICES, INC. AND THE MEDICAL STORE, INC. HIS TIME IS SHARED BY ALL ENTITIES. OTHER COMPENSATION IS FOR HIS EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. MARK R. HUNTLEY MR. HUNTLEY SERVES AS THE CFO FOR TRUSTBRIDGE, INC, TrustBridge FOUNDATION, INC., HOSPICE OF PALM BEACH COUNTY, HOSPICE BY THE SEA, INC., FOCUS CARE HOME HEALTH, INC., HARBOR PALLIATIVE CARE SERVICES, INC. AND THE MEDICAL STORE. HIS TIME IS SHARED EQUALLY BY ALL ENTITIES. OTHER COMPENSATION IS FOR HIS EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. TARRAH LOWRY MS. LOWRY SERVES AS CHIEF OPERATING OFFICER FOR TRUSTBRIDGE, INC., HOSPICE OF PALM BEACH COUNTY, HOSPICE BY THE SEA, INC., FOCUS CARE HOME HEALTH, INC., HARBOR PALLIATIVE CARE SERVICES, INC. AND THE MEDICAL STORE, INC. HER TIME IS SHARED BY ALL ENTITIES. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. KATHERINE BRAZZALE, MD DR. BRAZZALE SERVES AS THE CHIEF MEDICAL OFFICER FOR TRUSTBRIDGE INC., HARBOR PALLIATIVE CARE SERVICES, INC., HOSPICE BY THE SEA, INC., AND HOSPICE OF PALM BEACH COUNTY. HER TIME IS SHARED BY ALL ENTITIES. A PORTION OF HER COMPENSATION IS FROM PHYSICIAN FEES FOR SERVICE. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. Dr. Mariaelena Caraballo, D.O. Dr. Caraballo is an associate medical director at TrustBridge, Inc. AND Hospice of Palm Beach County. Her time is shared equally by all entities. A portion of her fees were from Physician Fees for Service. Other Compensation is for her employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Dr. RICHARD L. TEITZMAN, D.O. Dr. Teitzman is AN ASSOCIATE MEDICAL DIRECTOR of TrustBridge, Inc. AND Hospice of Palm Beach County. His time is provided equally to all entities. A portion of his Compensation is from Physician Fees for Service. Other Compensation is for his employee health and retirement benefits which are under the same plans provided to all employees. In addition the organization offers a 457f retirement plan for Management and officers. Bivek Pathak Mr. Pathak serves as the Chief Information Officer for Trustbridge inc. OTHER COMPENSATION IS FOR His EMPLOYEE HEALTH BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. Dr. Rahat Abbas, DO Dr. Abbas serves as the Associate MEDICAL Director for Trustbridge, inc. A PORTION OF HIS COMPENSATION IS FROM PHYSICIAN FEES FOR SERVICE. OTHER COMPENSATION IS FOR HIS EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. Amanda Tippin Ms. Tippin serves as the Corporate compliance / privacy officer for Trustbridge inc., Hospice By The Sea, Inc., and HOSPICE OF PALM BEACH COUNTY. HER TIME IS SHARED BY ALL ENTITIES. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. Charles Snider Mr. Snider serves as the Chief Human Resource Office for Trustbridge inc., HARBOR PALLIATIVE CARE SERVICES, INC., Hospice By The Sea, Inc., and HOSPICE OF PALM BEACH COUNTY. his TIME IS SHARED BY ALL ENTITIES. OTHER COMPENSATION IS FOR His EMPLOYEE HEALTH BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. IN ADDITION THE ORGANIZATION OFFERS A 457F RETIREMENT PLAN FOR MANAGEMENT AND OFFICERS. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN NET ASSETS OF AFFILIATES - -1929814; unrealized GAIN/(LOSS) on interest rate swap agreement - -281948; THE MEDICAL STORE OF PALM BEACH COUNTY INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 202835810 INACTIVE FL 501(c)(3) 10 TRUSTBRIDGE INC true TRUSTBRIDGE FOUNDATION INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974070 FUNDRAISING FL 501(c)(3) 7 TRUSTBRIDGE INC true HOSPICE OF PALM BEACH COUNTY INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 591825937 HOSPICE CARE FL 501(c)(3) 10 TRUSTBRIDGE INC true FOCUS CARE HOME HEALTH INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 263595560 INACTIVE FL 501(c)(3) 10 TRUSTBRIDGE INC true HARBOR PALLIATIVE CARE SERVICES INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 800674849 PALLIATIVE SERVICES FL 501(c)(3) 10 TRUSTBRIDGE INC true Hospice by the Sea inc 5300 East Avenue West Palm Beach FL 33407 591952942 Hospice Care FL 501(c)(3) 10 TrustBridge Inc true false false true true true false false false false true false true false true true false true true true TRUSTBRIDGE FOUNDATION INC C 354190 FMV HARBOR PALLIATIVE CARE SERVICES INC D 9050739 FMV HOSPICE OF PALM BEACH COUNTY INC D 18194552 FMV TRUSTBRIDGE FOUNDATION INC E 13075381 FMV HOSPICE BY THE SEA INC E 11659061 FMV HOSPICE BY THE SEA INC J 2763881 FMV HOSPICE OF PALM BEACH COUNTY INC J 4567699 FMV HARBOR PALLIATIVE CARE SERVICES INC L 1240334 FMV HOSPICE BY THE SEA INC L 12232062 FMV HOSPICE OF PALM BEACH COUNTY INC L 20129941 FMV TRUSTBRIDGE FOUNDATION INC L 282054 FMV HOSPICE BY THE SEA INC Q 1869737 FMV HOSPICE OF PALM BEACH COUNTY INC Q 2989486 FMV