2024-11-15T13:30:44-06:00 2023-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2023-01-01 341256377 Hospice of The Western Reserve Inc % JEFF KOVACS HOSP 2163832222 17876 St Clair Avenue Cleveland OH 44110 Jeffrey Kovacs CFO 2163832222 2024-08-15 true true Joseph Sbrocco CPA P00069069 2168311200 2023 2024-10-15 13:58:12Z WILLIAM E FINN 17876 ST CLAIR CLEVELAND OH 44110 97309466 false X WWW.HOSPICEWR.ORG X 1978 OH WE PROVIDE PALLIATIVE END OF LIFE CARE, CAREGIVER SUPPORT, AND BEREAVEMENT SERVICES THROUGHOUT NORTHERN OHIO. WE STRIVE TO RELIEVE SUFFERING & ENHANCE COMFORT IN END OF LIFE CARE. 20 20 0 1115 0 4132626 4236346 75706553 80335889 2241577 2364405 934718 841247 83015474 87777887 0 0 0 0 41856614 45504654 0 0 2228308 38873434 41621516 80730048 87126170 2285426 651717 115313730 117440752 28717412 24709244 86596318 92731508 HOSPICE OF THE WESTERN RESERVE PROVIDES PALLIATIVE END-OF-LIFE CARE, CAREGIVER SUPPORT, AND BEREAVEMENT SERVICES THROUGHOUT NORTHERN OHIO. IN CELEBRATION OF THE INDIVIDUAL WORTH OF EACH LIFE, WE STRIVE TO RELIEVE SUFFERING, ENHANCE COMFORT, PROMOTE QUALITY LIFE, FOSTER CHOICE IN END-OF-LIFE CARE AND SUPPORT EFFECTIVE GRIEVING. false false 69268125 81101091 HOSPICE CARE SERVICES ARE ABOUT PROVIDING PEOPLE (ADULTS AND CHILDREN) WITH A LIFE-LIMITING ILLNESS, AND THEIR FAMILIES WITH CHOICES AND DIGNITY. CARE IS PROVIDED WHEREVER THE PATIENTS LIVE; IN THEIR HOME, IN A HOSPITAL, ASSISTED LIVING/LONG-TERM CARE FACILITY OR at two HOSPICE HOUSE residential facilities. IN 2023, HOSPICE OF WESTERN RESERVE PROVIDED 318,893 PATIENT DAYS. CARE IS PROVIDED BY A TEAM OF PAID STAFF AND VOLUNTEERS WHO ARE AVAILABLE 24-HOURS A-DAY, SEVEN DAYS A WEEK. ADDITIONALLY, BEREAVEMENT SERVICES ARE PROVIDED FOR FAMILIES FOR MORE THAN A YEAR FOLLOWING THE LOSS OF A LOVED ONE. 69268125 true true false false false false false false false true true false false false true false false true false false true false false false true false false false false true true false false false false false false false false false false true false false false true true true true false false true 59 0 true 0 true false false false false false false true false false false false false X 20 20 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 CLEVELAND OH 44110 WILLIAM E FINN PRESIDENT & CEO 3.0 48.0 X 0 533292 36536 MARINA LAZBIN Assistant Medical Director 40.0 3.0 X 0 350613 31935 Robert Ancker CHIEF MEDICAL DIRECTOR 40.0 7.0 X 0 328668 35038 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 40.0 2.0 X 0 311250 4578 LARRY E ROBINSON HOSPICE MEDICAL DIRECTOR 40.0 2.0 X 0 264990 35391 JEANNETTE SPRENG ASSOCIATE MEDICAL DIRECTOR 40.0 2.0 X 0 260051 33343 JULIA A BARTEL CHIEF CLINICAL OFFICER 40.0 11.0 X 0 248230 30741 JEFFREY KOVACS CHIEF FINANCIAL OFFICER 3.0 48.0 X 0 233364 5209 WILLIAM BOWMAN Vice Chair 2.0 3.0 X X 0 0 0 ALFRED CONNORS CHAIR EMERITUS 1.0 3.0 X 0 0 0 RAYMOND CUSHING DIRECTOR 1.0 2.0 X 0 0 0 DAN DEMONICA DIRECTOR 1.0 2.0 X 0 0 0 ELIZABETH DOMHOLDT DIRECTOR 1.0 2.0 X 0 0 0 WILLIAM HERZBERGER CHAIR 2.0 4.0 X X 0 0 0 MICHAEL JACOBSON DIRECTOR 1.0 2.0 X 0 0 0 VIRGINIA MLACK MOONEY DIRECTOR 1.0 2.0 X 0 0 0 LAURA NAVIN SECRETARY 2.0 3.0 X X 0 0 0 FAITH NOBLE DIRECTOR 1.0 2.0 X 0 0 0 K KAY POTETZ DIRECTOR 1.0 2.0 X 0 0 0 MARY OGRINC DIRECTOR 1.0 2.0 X 0 0 0 MARK RIBBINS DIRECTOR 1.0 2.0 X 0 0 0 MARK ROSS TREASURER 2.0 2.0 X X 0 0 0 MICHAEL SANDRIDGE DIRECTOR 1.0 2.0 X 0 0 0 MARK SCHROEDER DIRECTOR 1.0 2.0 X 0 0 0 WILLIAM SPRINGER DIRECTOR 1.0 2.0 X 0 0 0 WILLIAM STIGELMAN DIRECTOR 1.0 2.0 X 0 0 0 LAMONT MACKLEY DIRECTOR 1.0 1.0 X 0 0 0 DIANA STARKS DIRECTOR 1.0 1.0 X 0 0 0 0 2530458 212771 0 false true false SCHILL GROUNDS MANAGEMENT LLC 5000 MILLS INDUSTRIAL PARKWAY NORTH RIDGEVILLE OH 44039 LANDSCAPING SERVICES 119161 TRANSIMPACT LLC 8921 CREW DRIVE EMERALD ISLE NC 28594 PROF FEES-CONSULTING 316440 BRIGHTSTAR CARE-CUYAHOGA WEST 7029 PEARL RD SUITE 310 MIDDLEBURG HEIGHTS OH 44130 CONT/TEMP NURSE ASST 161088 THE COURTNEY COMPANY 53 BELLUS ROAD HINCKLEY OH 44233 CONT/TEMP STAFF 267399 NETRIX LLC 2801 LAKESIDE DR STE 125 BANNOCKBURN IL 60015 IT CONSULTANT 250326 6 82960 183575 3969811 95568 4236346 HOSPICE CARE SERVICES 623000 78935384 78935384 COVID RELIEF FUNDS 900099 1400505 1400505 80335889 1703588 1703588 0 0 0 0 0 10144061 9483244 660817 660817 660817 124380 183575 48335 76045 76045 0 0 0 0 0 0 RESALE SHOP 900099 497259 497259 MISCELLANEOUS REVENUE 900099 267943 267943 765202 87777887 81101091 2440450 0 0 0 0 0 0 35566619 34381112 300678 884829 752019 726952 6358 18709 6471239 6255540 54707 160992 2714777 2624288 22951 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72783776 75706553 80335889 360671676 0 0 0 67176179 74831071 76691810 79839179 84572235 383110474 36248 15750 86108 61435 40000 239541 0 36248 15750 86108 61435 40000 239541 382870933 1478548 924383 1001734 1790135 1703588 6898388 0 1478548 924383 1001734 1790135 1703588 6898388 93260 31796 76045 201101 718448 649822 936717 902922 765202 3973111 69373175 76405276 78723521 82564032 87117070 394183074 0.97130 0.97142 0.01750 0.01795 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2197199 113875 369297 80800 9858 2589713 2934584 98212 -441684 386609 7304 2197199 2558701 125516 294566 37625 6574 2934584 2426114 207119 316407 390939 2558701 1985974 354969 85171 2426114 0.73420 0.26580 false false 7624163 7624163 35613526 14170350 21443176 690363 570492 119871 2399679 1484115 915564 4303590 1845712 2457878 32560652 0 ANNUITY OBLIGATIONS 67530 DEFERRED COMPENSATION OBLIGATI 176735 INTERCOMPANY PAYABLE 462332 OPERATING LEASE 1823157 2529754 INTENDED USES OF ENDOWMENT FUNDS DONOR-IMPOSED STIPULATIONS INDICATING THAT THE FUNDS BE MAINTAINED PERMANENTLY BY THE ORGANIZATION AND THAT ALLOW THE INCOME EARNED ON ANY RELATED INVESTMENT TO BE USED FOR GENERAL PURPOSES OR AS DIRECTED BY THE DONOR. Central America and the Caribbean 0 0 Investments 2062358 0 0 0 0 2062358 2062358 false false false true true false Walk to Remembe 307954 183575 124379 8598 18377 1361 4455 15544 0 307954 183575 124379 8598 18377 1361 4455 15544 48335 76044 X X X X false true false false false false false false false WILLIAM E FINN PRESIDENT & CEO 383492 149800 11497 25039 569828 JULIA A BARTEL CHIEF CLINICAL OFFICER 229314 18916 5702 25039 278971 JEFFREY KOVACS CHIEF FINANCIAL OFFICER 215495 17869 5209 8672 247245 MARINA LAZBIN Assistant Medical Director 349813 800 5998 25937 382548 Robert Ancker CHIEF MEDICAL DIRECTOR 303848 24820 9101 25937 363706 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 310450 800 4578 315828 JEANNETTE SPRENG ASSOCIATE MEDICAL DIRECTOR 259251 800 7365 25978 293394 LARRY E ROBINSON HOSPICE MEDICAL DIRECTOR 258911 6079 6863 28528 300381 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. A CLEVELAND-CUYAHOGA COUNTY PORT AUTHORITY 341029691 2010-12-30 21565000 RETIRE 1999 BONDS AND CONSTRUCT FA false false false B COUNTY OF MEDINA OHIO 346001851 2016-08-25 5626000 REPAY PREVIOUS LOANS OF HOSPICE OF false false false A 6773750 0 21565000 0 120302 0 397023 0 0 17480849 3566826 0 2012 true false true true B 1228000 0 5626000 0 0 0 100313 0 0 0 5525687 0 2012 true false true true A false false false false 0 false false false true B false false false false 0 false false false true A false true true true huntington 10. false false false 0 false B false true true true huntington 20. false false false 0 false A B X 10 95568 stock quote false true false PAGE 6, PART VI, SECTION C, #19 DOCUMENTS AVAILABLE TO PUBLIC HOSPICE OF THE WESTERN RESERVE DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES UPON REQUEST and INSPECTION AT THE HEADQUARTERS OFFICE. HOSPICE OF THE WESTERN RESERVE 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. PAGE 12, PART XI, #9 RECONCILIATION OF NET ASSETS CHANGE IN FAIR VALE OF INTEREST RATE SWAP - -283,222 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - -7,291 ENDOWMENT INVESTMENT LOSS 369,297 ----------- 78,784 WESTERN RESERVE AT HOME SUPPORT LLC 17876 SAINT CLAIR AVE CLEVELAND OH 44110 464329577 ILLNESS MGT OH 0 0 HWR 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 N/A false Hospice of the Western Reserve Foundatio 17876 St Clair Avenue cleveland OH 44110 863150092 Finl support OH 509(A)(3) HWR true Stein Hospice 17876 ST CLAIR AVENUE Cleveland OH 44110 341411008 HOSPICE OH 501(C)(3) 7 WRCS false false true false true false false false false false false true false true true false false false false