2025-11-06T11:15:57-06:00 2024-12-31 450250958 EIDE BAILLY LLP 4585 COLEMAN ST STE 200 BISMARCK ND 58503 990 2024-01-01 942515405 EAST BAY INTEGRATED CARE INC EAST 9258875678 3470 BUSKIRK AVE PLEASANT HILL CA 94523 CHRISTINA FALLEY EXECUTIVE DIRECTOR 9258875678 2025-11-06 1 1 LISA CHAFFEE CPA P00193453 7012551091 2025-11-06 2024 2025-03-06 01:10:19Z HOSPICE OF THE EAST BAY CHRISTINA FALLEY 3470 BUSKIRK AVE PLEASANT HILL CA 94523 43899250 0 X HOSPICEEASTBAY.ORG X 1977 CA TO PROVIDE HOSPICE AND PALLIATIVE CARE TO TERMINALLY ILL PATIENTS AND THEIR FAMILIES. 15 15 302 380 0 0 1108020 1075519 30933940 23765098 849519 2080776 192270 431700 33083749 27353093 0 14829 0 0 22817805 22143847 0 0 603349 10112587 8507064 32930392 30665740 153357 -3312647 45607651 44762035 4495384 5178139 41112267 39583896 TO PROVIDE HOSPICE AND PALLIATIVE CARE TO TERMINALLY ILL PATIENTS AND THEIR FAMILIES THROUGHOUT CONTRA COSTA, SOLANO, AND ALAMEDA COUNTIES. 0 0 20768266 14829 23765216 EAST BAY INTEGRATED CARE INC., A NOT FOR PROFIT ORGANIZATION PROVIDING SERVICES THROUGH HOSPICE OF THE EAST BAY THAT INCLUDE MEDICAL, EMOTIONAL AND PRACTICAL SUPPORT FOR PATIENTS WITH LIFE THREATENING ILLNESS AND THEIR FAMILIES. MEDICALLY QUALIFIED PATIENTS ARE ACCEPTED REGARDLESS OF THEIR ABILITY TO PAY AND A SLIDING SCALE FEE IS AVAILABLE. BEREAVEMENT SUPPORT IS ALSO OFFERED TO THE ENTIRE COMMUNITY AT NO COST. A PALLIATIVE CARE PROGRAM MEETS THE NEEDS OF PATIENTS THAT DO NOT QUALIFY OR ARE NOT READY FOR HOSPICE SERVICES. THE PROGRAM SERVICES ARE SUPPORTED BY FUNDS RAISED THROUGH SOLICITING DONATIONS, GRANTS, EVENTS AND THE OPERATION OF 6 THRIFT STORES. 20768266 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 109 0 1 302 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 X 15 15 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X RAHEL LEGESSE 9258875678 3470 BUSKIRK AVE PLEASANT HILL CA 94523 SUSAN BURROUGHS DIRECTOR 2.00 X 0 0 0 LINDSAY DUGGAN SECRETARY 2.00 X X 0 0 0 MICHELLE LOPES VICE CHAIR 2.00 X X 0 0 0 FRANK PUGLISI CHAIR 2.00 X X 0 0 0 ERIC RUDNEY DIRECTOR 2.00 X 0 0 0 CINDY SILVA PAST CHAIR 2.00 X X 0 0 0 MARTA HUDSON DIRECTOR (AS OF JULY) 2.00 X 0 0 0 ANNEKE REZA DIRECTOR 2.00 X 0 0 0 JOHN KOPCHIK JR TREASURER 2.00 X X 0 0 0 LORNA LEE DIRECTOR 2.00 X 0 0 0 MARCIA GERG DIRECTOR 2.00 X 0 0 0 LORI MCADAMS DIRECTOR (AS OF APRIL) 2.00 X 0 0 0 WILLIAM MUSICK INTERIM PRESIDENT & CEO 40.00 X X 452440 0 2000 LARRY SLY DIRECTOR 2.00 X 0 0 0 PAULINA VAN DIRECTOR 2.00 X 0 0 0 RAHEL LEGESSE INTERIM CFO (AS OF JAN) 40.00 X 0 0 0 DAVID CALDWELL CFO (THRU JAN) 40.00 X 57461 0 3901 EMMA BARON VP, CHF CLINICAL SERVICES OFFICER 40.00 X 244375 0 14235 MARLO JOHNSTON VP OF HR 40.00 X 229911 0 2000 MATS WALLIN CHIEF DEVELOPMENT OFFICER 40.00 X 175366 0 15434 LAURA BAKAR DIRECTOR 40.00 X 209300 0 2000 STACEY MANLEY - AS OF FEB VP, CHF COMMUNITY ENGAGEMENT 40.00 X 177723 0 0 ISSA FOUAD MOUSSA DIRECTOR INFORMATION TECHNOLOGY 40.00 X 179149 0 40869 JOSEPH CARLO LUMELLO MANAGER 40.00 X 174866 0 15434 SARAH ELIZABETH MACKLE RN CASE MANAGER 40.00 X 171666 0 18294 EILEEN ROSE OWEN RN CASE MANAGER 40.00 X 168249 0 14111 PATRICIA LEADS NURSE PRACTITIONER 32.00 X 181582 0 2000 2422088 0 130278 63 0 1 0 CMG CIT ACQUISITION PO BOX 306478 NASHVILLE TN 372306478 TEMP/CONTRACT NURSING STAFF 432415 SIMITREE PO BOX 186859 HAMDEN CT 06518 CFO CONSULTING 365967 COMPASSIONATE MEDICAL SERVICES 222 OVERHILL RD ORINDA CA 94563 PHYSICIAN SERVICES 364336 CARE CENTER OF ROSSMOOR LLC 1224 ROSSMOOR PARKWAY WALNUT CREEK CA 94595 ROOM & BOARD FOR PATIENTS 342568 SONJA KASSUBA MD PC 2413 FIFTH ST C BERKELEY CA 94710 PHYSICIAN SERVICES 257987 16 84609 990910 66556 1075519 PATIENT SERVICE REVENUE 623000 23765098 23765098 23765098 1064749 1064749 17832 0 17832 17832 17832 14469486 13453459 1016027 1016027 1016027 169992 84609 14426 155566 155566 3336456 3078272 258184 258184 OTHER 623000 118 118 118 27353093 23765216 0 2512358 14829 14829 1596112 213616 1189581 192915 16992295 13348605 3402864 240826 248602 193596 48752 6254 1902341 1499420 352776 50145 1404497 1054367 321294 28836 676888 676888 46675 46675 51625 51625 2475965 1474051 1001914 155133 39265 78249 37619 1258132 214830 1043302 557696 161047 396649 302685 686 301999 MEDICAL SUPPLIES 1145193 1145193 PHARMACY COST 603717 603717 INPATIENT FACILITY 301330 301330 PATIENT RELATED TRANSPO 245798 245798 686227 257916 381557 46754 30665740 20768266 9294125 603349 2980962 2334239 4674746 3116021 915821 924384 11848208 5221358 7124993 6626850 27605464 29429416 2305665 2331125 45607651 44762035 2369094 3056406 2126290 2121733 4495384 5178139 X 39459039 38083551 1653228 1500345 41112267 39583896 45607651 44762035 X -3312647 1745488 38788 X 0 1 X 1 0 X 3319371 5694181 1160244 1108020 1075519 12357335 3319371 5694181 1160244 1108020 1075519 12357335 189363 12167972 810958 735333 807259 954348 1082581 4390479 0 0 241323 174147 155566 571036 5052 1050 42 152 118 6414 17325264 152376076 0.70230 0.74990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 500000 500000 500000 500000 500000 500000 500000 500000 500000 500000 0.00000 1.00000 0.00000 0 0 3875000 3875000 5296300 3335628 1960672 1867391 1456897 410494 809517 428833 380684 6626850 RIGHT-OF-USE ASSET 2084324 BENEFICIAL INTEREST IN CHARITABLE TRUST 246801 2331125 OPERATING LEASE LIABILITY 2121733 2121733 X 32164016 1745488 3117060 4862548 27301468 51625 51625 27353093 33692387 3078272 3078272 30614115 51625 51625 30665740 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT (THE ENDOWMENT) CONSISTS OF AN INDIVIDUAL FUND, THE BRUNS HOUSE, ESTABLISHED BY A DONOR TO PROVIDE ANNUAL FUNDING FOR THE ONGOING EXPENSES AT BRUNS HOUSE. THE ORGANIZATION DETERMINED THE NET ASSETS FORMING THE BRUNS HOUSE FUND IS LEGALLY RESTRICTED AS AN ENDOWMENT FUND AND SHOULD THEREFORE BE REPORTED AS NET ASSETS WITH DONOR RESTRICTIONS. PART X, LINE 2: THE ORGANIZATION BELIEVES THAT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE TRUST 38,788. THRIFT STORE EXPENSES PER AUDITED FINANCIAL STATEMENTS 3,078,272. PART XII, LINE 2D - OTHER ADJUSTMENTS: THRIFT STORE EXPENSES PER AUDITED FINANCIAL STATEMENTS 3,078,272. GIVING IN THE GARDEN 210727 54210 156517 455 3840 MOTOWN CONCERT AT ROSSMOOR 31155 20530 10625 415 47 4500 409 1 12719 9869 2850 4242 518 254601 84609 169992 415 4744 5018 4249 14426 155566 1 GIVE ME A BREAK PROGRAM 19 14829 PART I, LINE 2: VENDOR EXPENSES ARE APPROVED BEFORE PAYMENT. GRANT FUNDS ARE PAID DIRECTLY TO THE VENDOR FOR SERVICES PROVIDED TO PATIENTS. NO FURTHER MONITORING IS CONSIDERED NECESSARY. X X X X 0 0 0 0 0 1 0 0 0 WILLIAM MUSICK INTERIM PRESIDENT & CEO 403772 0 48668 0 0 0 2000 0 0 0 454440 0 0 0 EMMA BARON VP, CHF CLINICAL SERVICES OFFICER 243528 0 847 0 0 0 2000 0 14503 0 260878 0 0 0 MARLO JOHNSTON VP OF HR 229911 0 0 0 0 0 2000 0 1531 0 233442 0 0 0 ISSA FOUAD MOUSSA DIRECTOR INFORMATION TECHNOLOGY 177455 0 1694 0 0 0 2000 0 40997 0 222146 0 0 0 LAURA BAKAR DIRECTOR 209300 0 0 0 0 0 2000 0 2316 0 213616 0 0 0 MATS WALLIN CHIEF DEVELOPMENT OFFICER 174519 0 847 0 0 0 2000 0 15549 0 192915 0 0 0 JOSEPH CARLO LUMELLO MANAGER 174866 0 0 0 0 0 2000 0 15412 0 192278 0 0 0 SARAH ELIZABETH MACKLE RN CASE MANAGER 171666 0 0 0 0 0 2000 0 17146 0 190812 0 0 0 PATRICIA LEADS NURSE PRACTITIONER 181582 0 0 0 0 0 2000 0 852 0 184434 0 0 0 EILEEN ROSE OWEN RN CASE MANAGER 168249 0 0 0 0 0 2000 0 12963 0 183212 0 0 0 STACEY MANLEY - AS OF FEB VP, CHF COMMUNITY ENGAGEMENT 177723 0 0 0 0 0 0 0 1544 0 179267 0 0 0 PART I, LINE 6 ORGANIZATION HAS AN ESTABLISHED BONUS PROCESS FOR THE CEO AND SENIOR LEADERS. THE BONUS IS BASED ON TWO CRITERIA: 1) MEETING OVERALL DISTRIBUTION REQUIREMENT AND 2) ACHIEVEMENT OF ANNUAL GOALS. ANNUAL GOALS ARE WEIGHTED AND A DISTRIBUTION SCALE IS ESTABLISHED AND APPROVED BY THE EXECUTIVE AND HR COMMITTEES OF THE BOARD ANNUALLY. X 4 2987 SELLING PRICE X 4 42847 TRADING VALUE X GIFT CARDS, BASKETS, AND VOUCHERS 61 9382 FMV X EVENT TICKETS 17 5596 FMV X GIFT BASKET 6 3010 FMV X WINE 11 2734 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF VEHICLES AND STOCK REPRESENTS THE NUMBER OF DONORS. THE NUMBER OF ALL OTHER ITEMS REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 33: THE ORGANIZATION RECORDS REVENUE FOR RETAIL SALES AT THE POINT OF SALE WHEN DELIVERY TO THE CUSTOMER OCCURRED, AND DOES NOT RECORD REVENUES WHEN DONATED ITEMS ARE RECEIVED. FORM 990, PART VI, SECTION A, LINE 3 EAST BAY INTEGRATED CARE, INC. DELEGATES MANAGEMENT DUTIES TO SIMITREE, AN UNRELATED MANAGEMENT COMPANY, INCLUDING THE CFO DUTIES WHICH ARE PERFORMED BY RAHEL LEGESSE. RAHEL LEGESSE RECEIVED REPORTABLE COMPENSATION OF $201,282 IN 2024 FROM SIMITREE FOR THE SERVICES THAT SHE PROVIDED AS THE CFO OF EAST BAY INTEGRATED CARE, INC. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO AND FINANCE COMMITTEE. THE FORM 990 IS THEN PRESENTED TO BOARD FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ADMINISTRATIVE POLICIES AND PROCEDURES MANUAL AND THE EMPLOYEE MANUAL INCLUDE A POLICY THAT PROHIBITS DIRECTORS AND EMPLOYEES FROM INVOLVEMENT IN ANY ACTIVITY THAT WOULD BE CONSIDERED A CONFLICT OF INTEREST TO THE AGENCY, ITS PROGRAMS, OR ITS PATIENTS. THE POLICY INCLUDES GUIDELINES AND EXAMPLES OF PROHIBITED CONDUCT. DIRECTORS ANNUALLY COMPLETE A CONFLICT OF INTEREST FORM. DIRECTORS AND STAFF ARE REQUIRED TO DISCLOSE AS SOON AS POSSIBLE, THE EXISTENCE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO HUMAN RESOURCES, OR TO THE APPROPRIATE MEMBER OF THE SENIOR LEADERSHIP TEAM. CONFLICTS OF INTEREST ARE ALSO MONITORED THROUGH COMPLIANCE LINE REPORTS, UNUSUAL OCCURRENCE REPORTS, COMPLAINT REPORTS, AND FOLLOW UP INVESTIGATIONS. FORM 990, PART VI, SECTION B, LINE 15 MARKET STUDIES OF COMPARABLE POSITIONS, ANNUAL REVIEWS OF COMPENSATION LEVELS COMMENSURATE WITH JOB DESCRIPTIONS, REVIEW AND APPROVAL BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD. THE CEO'S SALARY IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE COMMITTEE OBTAINS INDEPENDENT SALARY DATA (SALARY RANGE)FOR THE COMPARABLE POSITIONS IN THE MARKET PLACE. THE COMMITTEE ALSO PREPARES A WRITTEN EVALUATION OF THE CEO'S PERFORMANCE AGAINST PREDETERMINED GOALS AND OBJECTIVES. BASED ON THE CEO'S PERFORMANCE DURING THE YEAR, THE COMMITTEE DETERMINES THE ANNUAL ADJUSTMENT FOR THE COMING YEAR. TOP MANAGEMENT SALARIES ARE RECOMMENDED BY THE CEO AND APPROVED BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD. THE COMMITTEE OBTAINS INDEPENDENT SALARY DATA (SALARY RANGES) FROM COMPARABLE POSITIONS IN THE MARKET PLACE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE TRUST 38,788.