2025-08-15T13:52:00+00:00 2024-09-30 440160260 FORVIS MAZARS LLP 120 E Palmetto Park Road Suite 403 Boca Raton FL 33432 990 2024-01-01 591952942 Hospice by the Sea Inc HOSP 5618485200 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 TARRAH LOWRY CHIEF OPERATING OFFICER 5618485200 2025-08-15 true true April Arnold P01559426 5612991820 2025-08-15 2024 2025-03-06 01:10:19Z X JONATHAN FLEECE 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 42929511 false X WWW.TRUSTBRIDGE.COM X 1979 FL 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. HTBS HONORS LIFE, OFFERS CARE AND COMFORT WITH DIGNITY AND EASES THE BURDEN OF ALL PATIENTS, CAREGIVERS AND FAMILIES ENCOUNTERING THE CHALLENGES THAT SICKNESS AND PROGRESSIVE ILLNESS BRING. WE PROVIDE HIGH-QUALITY CARE SUPPORT FOR PATIENTS AND THEIR FAMILIES AND CAREGIVERS, REGARDLESS OF AGE, RACE, CREED, DIAGNOSIS, OR ABILITY TO PAY. 7 7 0 190 0 1168509 952727 50480659 41973515 0 54 3269 51649222 42929511 0 0 34397018 28593510 0 0 17463598 13204101 51860616 41797611 -211394 1131900 25806143 27077983 2417200 2557140 23388943 24520843 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. 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. false false 30695718 0 41973515 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 NINE MONTH PERIOD ENDED SEPTEMBER 30, 2024, HBTS ADMITTED AND SERVED 2,596 PATIENTS. THE ORGANIZATION ALSO PROVIDED APPROXIMATELY $346,141 OF CHARITY CARE DURING 2024. 30695718 true true false false false false false true false true true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true true true false false true 0 0 0 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 false true true true true true true false false false false FL X SAIDA BOUHAMID 3528737400 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 RANDY LEVITT VICE CHAIR 1.0 3.0 X X 0 0 0 THOMAS G BURNS SECRETARY 1.0 5.0 X X 0 0 0 WILLIAM QUINN II CHAIRMAN 1.0 5.0 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 0 0 CHARLE E SNIDER CHRO 10.0 0 X 0 0 0 Christy Hendricks CHIEF LEGAL OFFICER 1.0 49.0 X 0 0 0 DAVID C FIELDING FORMER CEO 5.0 44.0 X 0 0 0 ELAINE I WILLIAMS VP OF CLINICAL OPERATIONS 5.0 40.0 X 0 0 0 JONATHAN FLEECE PRESIDENT/CEO 1.0 49.0 X 0 0 0 KATHERINE L BRAZZALE MD CHIEF MEDICAL OFFICER 10.0 31.0 X 0 0 0 MARK R HUNTLEY FORMER CFO 5.0 35.0 X 0 0 0 Saida Bouhamid CFO 1.0 49.0 X 0 0 0 TARRAH L LOWRY CHIEF OPERATING OFFICER 10.0 32.0 X 0 0 0 0 0 0 0 false false false 0 952727 952727 PATIENT SERVICES 621610 41973515 41973515 0 0 0 0 41973515 0 0 0 0 0 OTHER INCOME 900099 3269 3269 0 0 0 0 3269 42929511 41973515 0 3269 25608539 17932273 7676266 0 218753 153181 65572 0 2047846 1433996 613850 0 718372 503037 215335 0 1958664 0 1958664 0 3806048 3432305 373743 0 139881 94099 45782 0 2991001 2987645 3356 0 18094 12091 6003 0 11448 7442 4006 0 706223 571777 134446 0 MEDICAL SUPPLIES 2610722 2610722 0 0 MEDICATIONS 753068 753068 0 0 Miscellaneous 164767 160349 4418 0 Cleaning Services 38407 38407 5778 5326 452 0 41797611 30695718 11101893 0 0 0 0 0 0 0 3765726 3120724 0 0 0 0 0 0 0 0 0 0 19031008 9765693 9661766 9265315 0 0 0 0 0 0 12378651 14691944 25806143 27077983 1833868 2344255 0 0 0 0 0 0 0 0 0 0 0 0 0 0 583332 212885 2417200 2557140 X 23283953 24415853 104990 104990 0 0 0 0 0 0 23388943 24520843 25806143 27077983 1131900 0 X true X false X false X 5396598 3919368 2325146 1168509 952727 13762348 47486874 49761104 50442406 50480659 41973515 240144558 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 52883472 53680472 52767552 51649168 42926242 253906906 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 253906906 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9208 53105 0 54 3269 65636 52892680 53733577 52767552 51649222 42929511 253972542 0.99974 0.99976 0 0.0 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 9208.0, COLUMN B - 53105.0, COLUMN C - 0.0, COLUMN D - 54.0, COLUMN E - 3269.0, COLUMN F - 65636.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 104990 X Decor- Patient enjoyment false 2655460 147720 0 0 0 2803180 2392687 0 262773 0 0 0 2655460 3219780 0 -515483 0 311610 0 2392687 3196762 0 311610 0 288592 0 3219780 3044059 0 288592 0 135889 0 3196762 0.0 1.0 0.0 false true true 0 0 15926446 7566064 8360382 232305 231759 546 2817087 1967870 849217 55170 0 55170 9265315 ARTWORK 104990 DUE FROM AFFILIATES 14337237 RIGHT OF USE ASSET 249717 14691944 0 Federal Income Taxes 0 LEASE LIABILITY 212885 212885 X 42929511 0 0 42929511 0 0 42929511 41797611 0 0 41797611 0 0 41797611 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 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 SEPTEMBER 30, 2024 AND DECEMBER 31, 2023. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS THE PRESIDENT AND CEO OF EMPATH-STRATUM, INC. (ESI), A RELATED ORGANIZATION. THE CEO'S COMPENSATION IS DETERMINED BY AND PAID FOR BY ESI. THE EXECUTIVE COMMITTEE OF THE ESI BOARD MEETS ANNUALLY TO REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT AND CEO. THE EXECUTIVE COMMITTEE'S REVIEW OF CEO COMPENSATION INCLUDES INFORMATION PROVIDED IN THE MOST RECENT EXTERNAL COMPENSATION REVIEW. THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS IS ALSO DETERMINED BY ESI. THE COMPENSATION OF OTHER OFFICERS IS REVIEWED ON AN ANNUAL BASIS BY THE CEO OF ESI. AFTER REVIEWING OFFICER COMPENSATION, THE CEO'S RECOMMENDATIONS ARE THEN APPROVED BY ESI'S BOARD OF DIRECTORS. THESE REVIEWS ARE DOCUMENTED IN EACH EMPLOYEE'S FILE. THE REVIEW OF OTHER OFFICERS' COMPENSATION INCLUDES INFORMATION PROVIDED IN THE MOST RECENT EXTERNAL COMPENSATION REVIEW. EXTERNAL COMPENSATION REVIEWS ARE PERFORMED ACCORDING TO THE FOLLOWING PROCESS: EVERY 3-5 YEARS HUMAN RESOURCES WILL EMPLOY A WELL-RECOGNIZED, INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE MARKET RANGES FOR THE CEO OF ESI. THE REVIEW WILL INCLUDE A NATIONAL COMPARISON OF SIMILAR JOBS AT SIMILARLY SITUATED COMPANIES IN ORDER TO MAKE CERTAIN THAT THESE KEY EMPLOYEES ARE PAID WITHIN A REASONABLE AND APPROPRIATE RANGE. THE RESULTING RECOMMENDATIONS WILL BE REVIEWED BY THE EXECUTIVE COMMITTEE TO RECOMMEND ANY MARKET-BASED CHANGES OR TO ENSURE THAT THE CURRENT COMPENSATION OF THESE INDIVIDUALS ARE CORRECT. DURING THIS REVIEW, HUMAN RESOURCES WILL ALSO GIVE THE EXECUTIVE COMMITTEE A BROAD OVERVIEW OF THE STRUCTURE OF THE FULL ORGANIZATION'S COMPENSATION SYSTEM, INCLUDING THE PHILOSOPHY AND SYSTEMS SET IN PLACE TO MANAGE IT. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF HOSPICE BY THE SEA, INC. SHALL BE TRUSTRIDGE, 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. 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 REVIEWED IN DETAIL BY MANAGEMENT. IT IS ALSO PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW, AND A COPY IS DISTRIBUTED TO EVERY MEMBER OF THE GOVERNING BODY PRIOR TO FILING. 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 A DETERMINATION MADE AS TO WHETHER A CONFLICT EXISTS PER THE POLICY. 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 SECTION B THE ORGANIZATION CHANGED ITS YEAR END TO SEPTEMBER 30 AND IS THEREFORE FILING A SHORT PERIOD TAX RETURN FOR THE PERIOD OF 1/1/2024 TO 9/30/2024. PER THE FORM 990 INSTRUCTIONS, COLUMNS D AND E WILL BE BLANK AND THE ORGANIZATION WILL NOT REPORT ANY KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES NOR HIGHEST COMPENSATED INDEPENDENT CONTRACTORS. THESE ITEMS ARE ALL REPORTED BASED ON THE CALENDAR YEAR ENDING WITHIN THE FISCAL YEAR, WHICH DOES NOT EXIST FOR THE SHORT PERIOD. EMPATH-STRATUM INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 851356625 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(c)(3) Type I NA false EMPATH MEDICAL SERVICES DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 881869159 INACTIVE FL 501(c)(3) 7 EMPATH-STRATUM INC true STRATUM HEALTH SYSTEM INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 472508009 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(c)(3) Type I EMPATH-STRATUM INC true EMPATH HOME HEALTH DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 872762760 HOME HEALTH FL 501(c)(3) 7 EMPATH-STRATUM INC true HOSPICE OF MARION COUNTY INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 592214796 PROVIDES END-OF-LIFE CARE AND SERVICES FL 501(c)(3) 10 EMPATH-STRATUM INC true HOSPICE OF MARION COUNTY FOUNDATION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 922461222 PHILANTHROPIC SUPPORT TO HOSPICE OF MARION COUNTY FL 501(c)(3) 7 EMPATH-STRATUM INC true EMPATH HOSPICE DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 881853133 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(c)(3) 7 EMPATH-STRATUM INC false EMPATH ELDER SERVICES DIVISION INC DBA EMPATH COMPLETE CARE 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 881897020 INACTIVE FL 501(c)(3) 7 EMPATH-STRATUM INC true EMPATH COMMUNITY SERVICES DIVISION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 332520797 INACTIVE FL 501(c)(3) 7 EMPATH-STRATUM INC true EMPATH HEALTH INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 263605761 PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES FL 501(c)(3) Type II EMPATH-STRATUM INC true AIDS SERVICE ASSOCIATION OF PINELLAS INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 592852537 AIDS PREVENTION & EDUCATION FL 501(c)(3) 7 EMPATH HEALTH INC true THE HOSPICE OF THE FLORIDA SUNCOAST INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 591744006 HOSPICE FL 501(c)(3) 10 EMPATH HEALTH INC true THE HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 592252045 FUNDRAISING FL 501(c)(3) 7 EMPATH HEALTH INC true SUNCOAST PACE INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 452980257 PACE PROGRAM FL 501(c)(3) 10 EMPATH HEALTH INC true TIDEWELL FOUNDATION INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 850729071 PHILANTHROPIC SUPPORT TO TIDEWELL HOSPICE FL 501(c)(3) 7 STRATUM HEALTH SYSTEM INC true TIDEWELL HOSPICE INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 591911861 HOSPICE FL 501(c)(3) 7 STRATUM HEALTH SYSTEM INC true TRUSTBRIDGE INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974015 HOLDING COMPANY FL 501(c)(3) Type II EMPATH HOSPICE DIVISION INC false TRUSTBRIDGE FOUNDATION INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 203974070 FUNDRAISING FL 501(c)(3) 7 TRUSTBRIDGE INC true HARBOR PALLIATIVE CARE SERVICE INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 800674849 PALLIATIVE SERVICES FL 501(c)(3) 10 TRUSTBRIDGE INC true HOSPICE OF PALM BEACH COUNTY INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 591825937 HOSPICE FL 501(c)(3) 10 TRUSTBRIDGE INC true FOCUSCARE HOME HEALTH INC 5300 EAST AVENUE WEST PALM BEACH FL 33407 263595560 INACTIVE FL 501(c)(3) 10 TRUSTBRIDGE INC true THE MEDICAL STORE OF PALM BEACH COUNTY 5300 EAST AVENUE WEST PALM BEACH FL 33407 202835810 INACTIVE FL 501(c)(3) 10 TRUSTBRIDGE INC true HEAL AT HOME HEALTHCARE LLC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 471364127 HOME HEALTH CARE FL NA S Corporation true HOSPICE SYSTEMS INC 6310 CAPITAL DRIVE LAKEWOOD RANCH FL 34202 593502780 JOINT VENTURE IN SPECIAL NEEDS PLAN FL NA C Corporation true false false true false false false false false false false true false true true true true false false false Trustbridge Foundation Inc C 952727 FMV