2024-11-05T11:01:05+00:00 2023-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-10-01 592128697 HOPE HOSPICE AND COMMUNITY SERVICES INC HOPE 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 Andrew Molosky 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 32169661 false X chaptershealth.org X 1981 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 8 946 651 0 0 5548199 612583 124161880 30538197 4399115 152660 373912 736653 134483106 32040093 0 0 70234780 14152328 0 640677 67869527 17392326 138104307 31544654 -3621201 495439 64388210 95272525 16730557 15350486 47657653 79922039 Hope Hospice and Community Services, 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 false 16847969 18344197 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, CHILDREN'S BEREAVEMENT PROGRAM. CARE SERVICES ARE PROVIDED AT HOME, IN ASSISTED LIVING AND NURSING HOME ENVIRONMENTS, OR IN HOSPICE CARE CENTERS. 12807995 12194000 PLEASE REFER TO SCHEDULE O FOR INFORMATION REGARDING HOPE HOSPICE'S PACE PROGRAM. 29655964 true true false false false false false false false true 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 true false false false false true true false false false true 458 0 true 946 true false false false false false false false false false false true false X 11 8 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 2.0 48.0 X X 0 1576179 969172 Charles Idelson Chair 2.0 4.0 X X 0 0 0 RHONDA G WHITE Chief Operating Officer 2.0 48.0 X X 0 469677 191283 Sandy Stilwell Youngquist Secretary 2.0 2.0 X X 0 0 0 TODD A WEBB CHIEF FINANCIAL OFFICER 2.0 48.0 X X 0 399506 184162 West McCann Vice Chair 2.0 2.0 X X 0 0 0 Bo Turbeville Past Chair 2.0 2.0 X 0 0 0 Lori Shaffer Director 2.0 2.0 X 0 0 0 Rev Tim Halverson Director 2.0 2.0 X 0 0 0 Tom Giles Director 2.0 2.0 X 0 0 0 Trudi Williams Director 2.0 2.0 X 0 0 0 Jill Lampley CHIEF FINANCIAL OFFICER 45.0 5.0 X 344994 0 30680 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 Tara Friedman Chief Medical Officer 2.0 48.0 X 0 521450 212195 Valerie Zolman Chief Compliance Officer 2.0 48.0 X 0 285280 120968 DENISE ANDERSON Executive Director 40.0 0 X 236713 0 30465 Nicholas Joseph VP, PACE 40.0 0 X 231895 0 17815 Bakthavatsalam VARDHINI HOSPICE PHYSICIAN 40.0 0 X 299413 0 52317 LUIS CORTES SANTIAGO Medical Director 40.0 0 X 399340 0 58761 Sheeja Kanacheril HOSPICE PHYSICIAN 40.0 0 X 270569 0 63565 Susan Krieger Hospice Physician 40.0 0 X 276865 0 49243 Wui Chien Staff Physician 40.0 0 X 241518 0 25546 Bridget Montana FORMER Chief Operating Officer 0.0 0 X 330309 0 138 CHARLES O LEE Former Chief Administrative Officer 0.0 0.0 X 0 576964 49262 Charlotte King FORMER CHIEF HUMAN RESOURCES OFFICER 0.0 0 X 238875 0 27419 JOHN RIVERA FORMER CHIEF INFORMATION OFFICER 0.0 0 X 105174 0 12993 ROXANNE RILEY FORMER VP OF ORGANIZATIONAL EXCELLENCE 0.0 0 X 177234 0 14717 Samira Beckwith FORMER PRESIDENT/CEO 0.0 0.0 X 1293048 0 52185 4445949 5712200 2809447 87 true true false Lee Memorial Health System PO Box 150107 Cape Coral FL 339150107 Health Care Provider 5360308 NetSmart Technologies PO Box 713519 Philadelphia PA 19171 Medical Record / AR Collections 1614702 Lehigh Acres Health & Rehabilitation 1550 Lee Blvd Lehigh Acres FL 33936 Skilled Nursing Facility 1314557 CDS Care & Support 2726 Oak Ridge Court Unit 502 Fort Myers FL 33901 Staffing Services 1310816 Comfort Keepers 12480 Brantley Commons Ct Fort Myers FL 33907 Home HealthCare Services 1242127 82 78482 534101 4894 612583 Hospice Patient Services 621610 30538197 30538197 0 0 0 0 30538197 120222 120222 23017 23017 0 23017 23017 162006 129568 32438 0 32438 32438 711330 711330 711330 Miscellaneous Income 900099 2306 2306 0 0 0 0 2306 32040093 30538197 0 889313 X 223141 223141 563023 563023 10452297 9538729 690192 223376 161289 155452 398 5439 1991510 1870776 83958 36776 761068 698005 47307 15756 60952 56253 4699 28266 26087 2179 11782 10874 908 3564636 3473551 38149 52936 33516 31762 1080 674 311389 281455 29671 263 7920 7309 611 1695611 1238633 179220 277758 14110 13022 1088 625605 519281 99633 6691 191867 156775 17367 17725 Nursing Home - Room & Board 3389485 3389485 Pharmacy 2413465 2413465 Inpatient 1683274 1683274 Outpatient Services 583969 583969 2776479 2721643 51553 3283 31544654 29655964 1248013 640677 10583363 10453924 489114 584627 7033054 10035527 0 0 0 0 468892 513774 1145588 1018580 93467084 38531823 32552305 54935261 6837779 7377524 0 0 5375000 5278115 4978308 64388210 95272525 13698578 12548072 0 0 3031979 2802414 16730557 15350486 X 47429306 79698448 228347 223591 47657653 79922039 64388210 95272525 X 495439 469402 31299545 X false true X true false X 10901221 14213000 8223401 5548199 612583 39498404 0 0 10901221 14213000 8223401 5548199 612583 39498404 0 39498404 709913 710211 973372 865250 143239 3401985 0 263608 94253 285784 387262 736653 1767560 44667949 531957103 0.8843 0.8787 X Schedule A, Part III Fiscal Years Identified Because of Short Year Public Support is measured using a 5-year computation period that includes the current and four prior tax years (including short years). The organization changed its tax year in 2023 to December 31st, resulting in a short year period. The chart below clarifies the information presented in Schedule A, Part III. Column (A) - Fiscal Year Ending 9/30/2020 Column (B) - Fiscal Year Ending 9/30/2021 Column (C) - Fiscal Year Ending 9/30/2022 Column (D) - Fiscal Year Ending 9/30/2023 Column (E) - 3 Month Period Ending 12/31/2023 Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - 156552.0, COLUMN B - 94253.0, COLUMN C - 148824.0, COLUMN D - 373762.0, COLUMN E - 736653.0, COLUMN F - 1510044.0; DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 107056.0, COLUMN B - 0.0, COLUMN C - 136960.0, COLUMN D - 13500.0, COLUMN E - 0.0, COLUMN F - 257516.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6193516 6193516 60913812 26905085 34008727 16063833 7095251 8968582 10259405 4531487 5727918 36518 36518 54935261 Right of Use Assets - Net 3823101 Deposits 1155207 4978308 Lease Liability 2802414 2802414 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 Andrew Molosky PRESIDENT/CEO 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 Samira Beckwith FORMER PRESIDENT/CEO 318072 0 0 0 974977 0 18144 0 34041 0 1345233 0 0 0 CHARLES O LEE Former Chief Administrative Officer 0 217999 0 62001 0 296964 0 6594 0 42667 0 626226 0 62001 Paola Delp Chief Business Development Officer 0 498181 0 130553 0 52030 0 226028 0 13510 0 920302 0 173083 Tara Friedman Chief Medical Officer 0 511328 0 0 0 10122 0 193269 0 18926 0 733645 0 0 Jill Lampley CHIEF FINANCIAL OFFICER 343035 0 0 0 1959 0 18144 0 12536 0 375674 0 0 0 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 Charlotte King FORMER CHIEF HUMAN RESOURCES OFFICER 238280 0 0 0 595 0 0 0 27419 0 266294 0 0 0 Bridget Montana FORMER Chief Operating Officer 329395 0 0 0 914 0 0 0 138 0 330447 0 0 0 ROXANNE RILEY FORMER VP OF ORGANIZATIONAL EXCELLENCE 176848 0 0 0 387 0 0 0 14717 0 191952 0 0 0 JOHN RIVERA FORMER CHIEF INFORMATION OFFICER 105008 0 0 0 166 0 0 0 12993 0 118167 0 0 0 DENISE ANDERSON Executive Director 234969 0 0 0 1744 0 13275 0 17190 0 267178 0 0 0 Nicholas Joseph VP, PACE 231573 0 0 0 322 0 4286 0 13529 0 249710 0 0 0 Wui Chien Staff Physician 241261 0 0 0 257 0 12901 0 12645 0 267064 0 0 0 LUIS CORTES SANTIAGO Medical Director 398650 0 0 0 690 0 18144 0 40617 0 458102 0 0 0 Sheeja Kanacheril HOSPICE PHYSICIAN 270524 0 0 0 45 0 15034 0 48531 0 334134 0 0 0 Susan Krieger Hospice Physician 276638 0 0 0 227 0 15102 0 34141 0 326108 0 0 0 Bakthavatsalam VARDHINI HOSPICE PHYSICIAN 283585 0 0 0 15828 0 15923 0 36394 0 351731 0 0 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: S.Beckwith $974,200 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 X 711330 Other X 1 4894 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of Contributions Form 990, Part III, Line 4b HOPE HOSPICE'S PACE PROGRAM Through Hope PACE (A Program of All-Inclusive Care for the Elderly), aging adults can receive preventive, primary, acute, and long-term care services in Florida's Charlotte, Collier, and Lee counties. The innovative program helps seniors to continue living independently in the place they call home. Upon enrollment, participants may receive: * Primary medical and nursing care * Occupational, physical, and speech therapy * Medications and medical equipment * Laboratory and diagnostic services * All necessary prescription drugs * Skilled home care and personal care aides * Hospitalization, skilled nursing facility care, and end-of-life care * Care from medical specialists in cardiology, nephrology, ophthalmology, dermatology, orthopedics, surgery, and podiatry * Transportation to medical appointments Hope PACE currently serves approximately 500 participants who benefit from assistance with daily activities and socialization at Hope PACE Centers. Light exercise sessions help participants maintain vital body strength, improve balance, and help prevent falls. Games, crafts, gardening, and creative projects keep participants active and involved. Form 990, Part III, Line 4a Hope Hospice Narrative Hope Hospice and Community Services, Inc. provides comprehensive, coordinated health care and support for people living with serious illness and their families in Southwest Florida. Hope began providing volunteer-based hospice services in 1979 and was licensed by the state of Florida in 1984. In the following decades, Hope expanded its mission to include palliative care, pediatric care, and other supportive services, creating a continuum of person-centered care. Today, Hope serves more than 3,000 people with a variety of innovative programs and supportive community services. This comprehensive model of care has garnered the attention of health care agencies, policy makers, and associations around the country. Their continuum of care offers uninterrupted services, helping to prevent unnecessary suffering, emergency room visits, and hospitalizations. With Hope's support, families receive the help they need for the social, emotional, and practical challenges that result from serious illness. Hope's Programs and Services * Hope Hospice provides dignity, comfort, and compassion in life's closing chapter. * Hope Palliative Care helps those with serious illness as they navigate the complexities of care and treatment. Support is available from the time of diagnosis through the entire course of illness. * Hope Kids Care offers comforting care for children with complex medical conditions and their families. Grief counseling services, including Rainbow Trails Camp, are also available to every child in the community. * Hope PACE, a Program of All-Inclusive Care for the Elderly, includes medical and dental care, therapies, personal care, medications, medical supplies, and essential transportation. With Hope's help, participants can live safely in their own homes. * Hope Connections provides practical support to the seniors of Hendry and Glades counties through home-delivered meals, social centers, transportation, housekeeping, and personal care. * Hope Parkinson Program coordinates events, classes, and social opportunities for people with Parkinson's disease and their care partners. Hope helps people experience the best possible quality of life while coping with the effects of this chronic illness. * Hope Healing Hearts supports people coping with grief or emotions related to experiences of change or loss. Professional bereavement counselors provide the necessary tools to address difficult feelings and continue along the path of healing. * Hope VALOR honors veterans for their service to our country with a personalized recognition ceremony. By recognizing the unique needs of America's veterans, Hope can guide them toward a more peaceful ending. * Hope Pet Program allows furry friends to provide unconditional love, companionship, and comfort, helping people and their pets stay together throughout their journey. * Hopeful Wishes make life extra special at a unique moment. By granting heartfelt wishes, Hope can do more than provide medications and therapies - they also fulfill dreams. * Hope Therapies provide a creative outlet for relaxation and stress relief. Through art, music, or massage therapies, people may gain insight into emotions, establish new pathways for healing, and find peace of mind. The generosity of the local community helps Hope to continue expanding essential programs and services. With this important financial support, the organization is able to close the gap between the level of care covered by insurance and the exceptional, comprehensive care that the community deserves. With the continued support of generous friends, Hope can provide comforting, compassionate care to every person in need. 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, Chief Medical Officer, 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 Florida 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, 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 IX, Line 11g Other Fees Professional Services - Total Expense: 3564636, Program Service Expense: 3473551, Management and General Expenses: 38149, Fundraising Expenses: 52936; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Interent Contribution (Step Up) of Assets for Affiliation - 22902005; Inherent Contribution (Step Up) of Intangible Assets for Affiliation - 5375000; Adjustment made to Receivables due to OBS - 3022540; 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 Hernando Pasco Hospice Inc 12470 Telecom Drive Suite 301 Temple Terrace FL 33637 592217929 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 592831397 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 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 true ADVANCED ILLNESS PARTNERS LLC 3180 FAIRVIEW PARK DRIVE SUITE 500 FALLS CHURCH VA 22042 853613085 MEDICARE DIRECT CONTRACT MEDICAL SERVICES DE CAPITAL CARING Related 14509 1296621 false true 0.4286 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 false false false false false false false false false false true true true false false false false