2024-11-14T12:10:31+00:00 2023-12-31 350921680 CROWE LLP 401 East Las Olas Blvd Suite 1100 Fort Lauderdale FL 333014230 990 2023-01-01 591952942 HOSPICE BY THE SEA INC HOSP 5618485200 5300 EAST AVENUE WEST PALM BEACH FL 33407 Tarrah Lowry Interim President 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 51649222 false X WWW.TRUSTBRIDGE.COM X 1979 FL The organization's mission is to provide families with access to compassionate, expert and professional healthcare services in their time of need, throughout their lifespan. 7 7 252 179 0 0 2325146 1168509 50442406 50480659 0 54 52767552 51649222 0 0 34550483 34397018 0 0 16292515 17463598 50842998 51860616 1924554 -211394 26211776 25806143 2611439 2417200 23600337 23388943 The mission of Hospice by the Sea, Inc. (HBTS) is to provide families with access to compassionate, expert and professional healthcare services in their time of need, throughout their lifespan. (continued in Schedule O) false false 42948693 50480659 HOSPICE IS OUR CORE PROGRAM IN WHICH INTERDISCIPLINARY TEAMS OF PHYSICIANS, NURSES, NURSE ASSISTANTS, SOCIAL WORKERS, CLERGY AND VOLUNTEERS PROVIDE INDIVIDUALIZED, HOLISTIC, QUALITY END-OF-LIFE HOSPICE CARE TO TERMINALLY ILL PATIENTS, MOST OF WHO ARE CARED FOR IN THEIR OWN HOMES. WE ALSO OPERATE TWO INPATIENT CARE CENTERS FOR PATIENTS WHO REQUIRE ACUTE, SHORT-TERM SKILLED CARE, SUCH AS PAIN CONTROL, SYMPTOM MANAGEMENT, ASSESSMENT AND INTERVENTION. OUR HOSPICE PROGRAM ALSO ADDRESSES THE PSYCHOSOCIAL AND SPIRITUAL NEEDS OF THE TERMINALLY ILL PATIENT'S FAMILY MEMBERS AND CAREGIVERS. AS PART OF THIS PROGRAM, PSYCHOSOCIAL AND SPIRITUAL COUNSELORS OFFER PREPARATION FOR DEATH ASSISTANCE AS WELL AS BEREAVEMENT SERVICES FOR THE FAMILY MEMBERS OF OUR PATIENTS FOR 13 MONTHS AFTER THE DEATH OF A LOVED ONE. DURING THE TWELVE MONTH PERIOD ENDED DECEMBER 31, 2023, HBTS ADMITTED AND SERVED 4,287 PATIENTS. THE ORGANIZATION ALSO PROVIDED APPROXIMATELY $479,085 OF CHARITY CARE DURING 2023. 42948693 true true false false false false true false true true false false true true true true 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 false true false false false true 0 0 252 true false false false false false false false false false false false false X 7 7 false false false false true true true true false false false true true true true true true false false 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 10.0 30.0 X 0 189314 22206 Charles e Snider CHRO 10.0 30.0 X 0 281083 24887 David C Fielding CEO 5.0 44.0 X 0 815651 50217 Katherine L Brazzale MD Chief Medical Officer 10.0 30.0 X 0 352880 35362 Mark R Huntley CFO 5.0 35.0 X 0 450862 38087 Tarrah L Lowry Chief Operating Officer 10.0 30.0 X 0 488447 36893 Diana M Acosta RN 1 Care Leader Inpatient 40.0 0 X 102799 0 13270 Julie L Frazier Patient Care Float Manager 40.0 0 X 100662 0 9780 Paula M Alves Paim Patient Care Group Manager 40.0 0 X 104579 0 8264 Rochelle I Douglas Director Patient Care 40.0 0 X 173464 0 11882 Sherron D Forsythe Williams Patient Care Group Manager 40.0 0 X 101696 0 9735 Faustino Gonzalez MD FORMER OFFICER 0.0 40.0 X 0 295250 23805 Jacqueline M Lopez-Devine Former Officer 0.0 40.0 X 0 377106 10286 Pedro A Herrera Former Officer 0.0 40.0 X 0 249960 12975 583199 3500553 307649 5 true true false 0 1168509 0 1168509 PATIENT SERVICES 621610 50480659 50480659 0 0 0 0 50480659 0 0 0 0 Other Income 900099 54 54 0 0 0 0 54 51649222 50480659 0 54 X 30287252 27381898 2905354 446592 381186 65406 2392666 2058689 333977 1270508 1091331 179177 127376 127376 85278 85278 5566907 2809713 2757194 0 219912 219912 497975 167683 330292 1354074 1354074 2181325 2160151 21174 247928 135796 112132 42966 25102 17864 909921 723594 186327 64512 64512 MEDICAL EQUIPMENT 1883399 1883399 MEDICAL SUPPLIES 1671184 1671184 MEDICATIONS 1158693 1158693 OTHER PATIENT RELATED EXPENSES 990100 990100 462048 245662 216386 0 51860616 42948693 8911923 0 2912990 3765726 0 0 0 0 18920870 9259104 10295765 9661766 0 0 13003021 12378651 26211776 25806143 1544706 1833868 0 0 0 1066733 583332 2611439 2417200 X 23495347 23283953 104990 104990 23600337 23388943 26211776 25806143 -211394 0 X false true X true false X 2096380 5396598 3919368 2325146 1168509 14906001 47336826 47486874 49761104 50442406 50480659 245507869 0 0 0 0 0 0 0 0 49433206 52883472 53680472 52767552 51649168 260413870 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 260413870 395 0 0 0 0 395 0 395 0 0 0 0 395 0 0 9208 53105 0 54 62367 49433601 52892680 53733577 52767552 51649222 260476632 0.9998 0.9998 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 0.0, COLUMN B - 9208.0, COLUMN C - 53105.0, COLUMN D - 0.0, COLUMN E - 54.0, COLUMN F - 62367.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 104990 X Decor-Patient Enjoyment false 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 15926446 7187127 8739319 232305 231633 672 2762119 1840344 921775 0 0 9661766 Artwork 104990 Due from Affiliates 11659061 RIGHT OF USE ASSEts 614600 12378651 Lease Liability 583332 583332 X 51916343 267121 0 267121 51649222 0 0 51649222 52127737 267121 0 267121 51860616 0 0 51860616 Schedule D, Part III, Line 4 Collections of art - description of collections THE ORGANIZATION'S COLLECTIONS CONSIST OF ARTWORK AND FIGURINES WHICH ARE PLACED THROUGHOUT THE FACILITY TO PROVIDE A RELAXING ENVIRONMENT FOR ITS PATIENTS. 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 HBTS is 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. HBTS' Form 990 has not been subject to examination by the Internal Revenue Service or the state of Florida for the last three years. HBTS does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. HBTS recognizes interest and/or penalties related to income tax matters in income tax expense. HBTS 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 Faustino Gonzalez MD FORMER OFFICER 0 209001 0 50989 0 35260 0 13896 0 9909 0 319055 0 16923 Pedro A Herrera Former Officer 0 136847 0 54986 0 58127 0 12491 0 484 0 262935 0 17222 Jacqueline M Lopez-Devine Former Officer 0 192513 0 73238 0 111355 0 6526 0 3760 0 387392 0 11418 David C Fielding CEO 0 454979 0 278847 0 81825 0 15525 0 34692 0 865868 0 5085 Tarrah L Lowry Chief Operating Officer 0 339290 0 116750 0 32407 0 14331 0 22562 0 525340 0 0 Mark R Huntley CFO 0 288358 0 104212 0 58292 0 15525 0 22562 0 488949 0 16295 Katherine L Brazzale MD Chief Medical Officer 0 279197 0 39877 0 33806 0 13150 0 22212 0 388242 0 2055 Charles e Snider CHRO 0 246203 0 24351 0 10529 0 2675 0 22212 0 305970 0 0 Amanda Tippin Corporate Compliance/Privacy Officer 0 159593 0 23606 0 6115 0 5778 0 16428 0 211520 0 0 Rochelle I Douglas Director Patient Care 141725 0 20178 0 11561 0 5227 0 6655 0 185346 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION RELIED ON TRUSTBRIDGE, INC. (A RELATED TAX-EXEMPT ORGANIZATION) WHICH USED A COMPENSATION COMMITTEE, COMPARABILITY DATA, AN INDEPENDENT COMPENSATION CONSULTANT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION OF ITS CEO. THIS REVIEW LAST TOOK PLACE IN April of 2023 AND WAS DOCUMENTED IN THE BOARD MINUTES. Schedule J, Part I, Line 4a Severance or change-of-control payment In 2023, Jacqueline Lopez-Devine received severance payments totaling $79,983 from Trustbridge, Inc., a related tax-exempt organization. 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 GONZALEZ, FAUSTINO - $4,928 Lopez-Devine, Jacqueline M. - $542 Brazzale, Katherine L. - $3,250 Herrera, Pedro A. - $5,625 Snider, Charles E. - $650 Lowry, Tarrah L. - $4,431 THE FOLLOWING DISTRIBUTIONS WERE PAID DURING 2023: Fielding, David C. - $5,085 Huntley, Mark R. - $16,295 GONZALEZ, FAUSTINO - $16,923 Lopez-Devine, Jacqueline M. - $11,418 Brazzale, Katherine L. - $2,055 Herrera, Pedro A. - $17,222 Form 990, Part III, Line 1 ORGANIZATION'S MISSION (CONTINUED FROM PART III) HBTS HONORS LIFE, OFFERS CARE AND COMFORT WITH DIGNITY AND EASES THE BURDENS OF ALL PATIENTS, CAREGIVERS AND FAMILIES ENDURING THE CHALLENGES OF A SERIOUS AND PROGRESSIVE ILLNESS. WE PROVIDE THE HIGHEST QUALITY MEDICAL CARE, AS WELL AS SUPPORT FOR OUR PATIENTS, THEIR FAMILIES AND CAREGIVERS, REGARDLESS OF AGE, RACE, CREED, DIAGNOSIS, OR ABILITY TO PAY. Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE ORGANIZATION RELIED ON TRUSTBRIDGE, INC., A RELATED TAX-EXEMPT ORGANIZATION, TO DETERMINE THE COMPENSATION OF THE PRESIDENT. TRUSTBRIDGE, INC. USES A COMPENSATION COMMITTEE, COMPARABILITY DATA, AN INDEPENDENT COMPENSATION CONSULTANT, AND APPROVAL BY THE BOARD TO DETERMINE COMPENSATION. THIS REVIEW LAST TOOK PLACE IN April 2023 AND IS DOCUMENTED IN THE BOARD AND COMMITTEE MINUTES. BECAUSE COMPENSATION IS DETERMINED BY A RELATED ENTITY, THIS QUESTION IS ANSWERED "NO" IN ACCORDANCE WITH FORM 990 INSTRUCTIONS. Form 990, Part VI, Line 15b COMPENSATION PAID TO OTHER OFFICERS The compensation of ALL OTHER OFFICERS is determined by THE CEO OF TRUSTBRIDGE, inc., a related organization. THE CEO USES COMPARABILITY DATA and AN INDEPENDENT COMPENSATION CONSULTANT TO DETERMINE THE COMPENSATION. THE DECISIONS ARE DOCUMENTED IN EACH EMPLOYEE'S FILE. Form 990, Part VI, Line 6 Classes of members or stockholders The sole member of Hospice by the Sea, Inc. shall be TrustBridge, Inc. (sole member), a related tax-exempt organization. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body At the annual meeting, the Sole Member shall elect members of the Board of Directors and transact such other business as may properly be brought before the meeting. The Directors shall be elected to serve a three (3) year term, or until such Director submits his or her written resignation to the Chairperson of the Corporation. Any Director may be removed, with or without cause, by the sole member at the meeting of the sole member, or by the affirmative vote of two-thirds (2/3) of the Directors then in office. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders The sole member has the right to approve decisions of the Board. 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 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. ROCHELLE DOUGLAS MS. DOUGLAS SERVES AS THE DIRECTOR OF PATIENT CARE FOR HOSPICE BY THE SEA, INC. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. 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. 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. Diana Acosta Ms. Acosta serves as the RN 1 Care Leader Inpatient for Hospice By The Sea, Inc. OTHER COMPENSATION IS FOR Her EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. PAULA ALVES PAIM MS. ALVES PAIM SERVES AS THE PATIENT CARE GROUP MANAGER FOR HOSPICE BY THE SEA. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. SHERRON FORSYTHE WILLIAMS MS. FORSYTHE WILLIAMS SERVES AS THE PATIENT CARE GROUP MANAGER FOR HOSPICE BY THE SEA. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. JULIE FRAZIER MS. FRAIZIER SERVES AS THE Patient Care Float Manager FOR HOSPICE BY THE SEA. OTHER COMPENSATION IS FOR HER EMPLOYEE HEALTH AND RETIREMENT BENEFITS WHICH ARE UNDER THE SAME PLANS PROVIDED TO ALL EMPLOYEES. Form 990, Part IX, Line 11g Other Fees consulting services/Contract Labor - Total Expense: 2809713, Program Service Expense: 2809713, Management and General Expenses: 0, Fundraising Expenses: 0; contracted medical services - Total Expense: 294783, Program Service Expense: 0, Management and General Expenses: 294783, Fundraising Expenses: 0; Administrative Cost - Total Expense: 2462411, Program Service Expense: 0, Management and General Expenses: 2462411, Fundraising Expenses: 0; TrustBridge Inc 5300 East Avenue West Palm Beach FL 33407 203974015 Management FL 501(c)(3) Type II NA false The Medical Store of Palm Beach County Inc 5300 East Avenue West Palm Beach FL 33407 202835810 Supplier FL 501(c)(3) 10 TrustBridge Inc false TRUSTBRIDGE FOUNDATION INC 5300 East Avenue West Palm Beach FL 33407 203974070 Fundraising FL 501(c)(3) 7 TrustBridge Inc false Focus Care Home Health Inc 5300 East Avenue West Palm Beach FL 33407 263595560 Home Health FL 501(c)(3) 10 TrusBridge Inc false Harbor Palliative Care Services Inc 5300 East Avenue West Palm Beach FL 33407 800674849 Palliative Services FL 501(c)(3) 10 TrustBridge Inc false Hospice of Palm Beach County Inc 5300 East Avenue West Palm Beach FL 33407 591825937 Hospice Care FL 501(c)(3) 10 TrustBridge Inc false false false true true false false false false false false true false true true true true false false false