2025-11-14T09:33:35+00:00 2024-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2024-01-01 382532215 Arbor Hospice Inc ARBO 7346625999 2366 Oak Valley Drive Ann Arbor MI 48103 Lee Ann Myers CFO 7346625999 2025-11-14 true Jennifer Burke P01342224 3128997000 2025-11-14 2024 2025-03-06 01:10:19Z Patrick Miller 2366 Oak Valley Drive Ann Arbor MI 48103 27012635 false X www.arborhospice.org X 1984 MI PROVIDE SERVICES FOR TERMINALLY ILL PATIENTS AND THEIR FAMILIES. 8 7 133 115 0 1013099 772394 17404592 19938515 430533 118251 209371 187187 19057595 21016347 0 0 9856852 10591170 0 341715 7464183 7995513 17321035 18586683 1736560 2429664 22790700 24281633 3428622 2176285 19362078 22105348 TO MEET OUR PATIENTS AND FAMILIES WHERE THEY ARE WITH URGENCY, PURPOSE, AND COMPASSIONATE ACCOUNTABILITY SURROUNDING THEM WITH DECADES OF DEDICATED HOSPICE EXPERTISE. false false 13659639 20218106 HOSPICE FIELD: CARE RENDERED TO TERMINALLY ILL PATIENTS IN THEIR OWN HOME. 93,409 PATIENT DAYS OF CARE WERE PROVIDED DURING 2024. 233085 0 GRIEF SUPPORT SERVICES: Programs offered by the Agency on a comprehensive basis after the death of the loved one. Special programs are also offered for children who have suffered the loss of a loved one. Hospice of Michigan provides grief support services to caregivers, family, and Community Members. Services offered to the bereaved community continue to be robust and wide ranging. 13892724 true true false true false false false false false true true false false false true true false true false false false false false false true false false false false true false false false false false false false false false false false false false false false true false false false false true 0 0 133 true false false false false false true true false false false false false false X 8 7 false false false false true true true true false false false false true true true true true true false false false false MI X Jamie Cockerel 3135785000 2366 Oak Valley Drive Ann Arbor MI 48103 Brad Killaly Chair & Secretary 1.0 1.0 X X 0 0 0 Patrick Miller President & CEO (Begin Jan) 1.0 39.0 X X 0 778993 34832 Charles Ofstein Trustee 1.0 1.0 X 0 0 0 Gayla Jewell Trustee 1.0 0 X 0 0 0 Jason Hover Trustee 1.0 0 X 0 0 0 Kenneth Pituch MD Trustee 1.0 0 X 0 0 0 Mary Jo Smith Trustee 1.0 0 X 0 0 0 Tom Jager Trustee 1.0 1.0 X 0 0 0 Eric Kaplan VP/Chief Information Officer 1.0 39.0 X 0 339211 20238 Jamie Cockerel VP, CFO 1.0 38.0 X 0 322155 21815 Krista Newman VP/Chief Operating Officer 1.0 39.0 X 0 395212 27019 Lee Ann Myers Executive VP/Chief Administrative Officer/Treasurer 1.0 39.0 X 0 573494 21861 Marcie Hillary Executive VP/Chief Experience Officer 1.0 39.0 X 0 522411 29399 Denise King VP, Chief Branding and Marketing Officer 1.0 39.0 X 0 330525 7522 Elizabeth Rocha Chief Nursing Officer 2.0 38.0 X 0 185207 18378 Kelly Mccormick VP, Chief Clinical Excellence Officer 1.0 39.0 X 0 543768 8418 Patricia McDaniel VP, Business Development 1.0 39.0 X 0 237711 13274 Paul gray Vice President, Chief Strategy Officer 1.0 39.0 X 0 293145 30255 Thomas O'Neil Medical Director 1.0 39.0 X 0 277596 29414 Alyssa Kava Nurse Practitioner 40.0 0 X 105183 0 6333 Justine Nix AVP, EHR & Project Management 40.0 0 X 113270 0 15238 Lindsay Nixon AVP, Strategic Projects 40.0 0 X 104890 0 24110 Marie Heys Nurse Practitioner 40.0 0 X 103638 0 1235 Victoria Tarazi Physician 40.0 0 X 110894 0 5667 Robert Cahill Former President & CEO 1.0 39.0 X 0 527358 30060 537875 5326786 345068 15 true true false 0 251814 118993 401587 2700 772394 Net Patient Service Revenue 623000 19938515 19938515 0 0 0 0 19938515 248153 248153 0 0 5739857 0 5866992 2767 -127135 -2767 -129902 -129902 34125 118993 126529 -92404 -92404 MISCELLANEOUS 900099 279591 279591 0 0 0 0 279591 21016347 20218106 0 25847 X 8830101 6464266 2154078 211757 210598 142145 62350 6103 937124 751163 171562 14399 613347 464261 134610 14476 1140 1140 61953 61953 16581 16581 4955339 4516765 404694 33880 72178 556 71622 304979 112806 137191 54982 187903 187903 308604 11326 297278 248388 203786 43594 1008 57574 22829 30172 4573 301 301 297673 297673 63215 63215 Medical Supplies 432270 432270 Membership Dues & Licenses 117070 5374 111594 102 Bad debt expense 84458 84458 Durable Medical equipment 652476 652476 133411 28243 104733 435 18586683 13892724 4352244 341715 6238402 1762271 3122752 8284018 178946 134447 1848046 1987836 0 0 0 0 0 0 121382 133139 9715322 2081341 7349489 7633981 3689016 4166000 0 0 181846 154577 60821 25364 22790700 24281633 1578500 1626378 0 0 0 0 0 0 0 0 1850122 549907 3428622 2176285 X 17604444 20351645 1757634 1753703 0 0 0 19362078 22105348 22790700 24281633 2429664 313606 0 X false true true false X 991875 1115585 1107403 1013099 772394 5000356 0 0 0 0 0 0 991875 1115585 1107403 1013099 772394 5000356 285225 4715131 48351 183830 42153 311356 248153 833843 0 0 0 0 277037 302250 435804 276044 313716 1604851 7439050 107038663 0.63384 0.67239 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 277037.0, COLUMN B - 279529.0, COLUMN C - 277141.0, COLUMN D - 251494.0, COLUMN E - 279591.0, COLUMN F - 1364792.0; DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 0.0, COLUMN B - 22721.0, COLUMN C - 158663.0, COLUMN D - 24550.0, COLUMN E - 34125.0, COLUMN F - 240059.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 8134 8134 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY Through membership dues to the National Hospice and Palliative Care Organization and Michigan Homecare & Hospice Association, Arbor Hospice has indirectly participated in lobbying activities. Of the dues paid, 16% of the MHHA dues were assigned to lobbying activities. A lobbyist was hired to provide general lobbying support. 75246 75246 75246 75246 75246 75246 822746 747500 75246 822746 0 0 0 0 0 822746 0.0 1.0 0.0 false false 440393 440393 7960446 1535252 6425194 728043 229071 498972 586440 317018 269422 7633981 Federal Income Taxes Due to affiliates 536042 lease liability 13865 549907 X 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds OPERATIONS OF ARBOR HOSPICE, INC. Prior to December, 2018, the endowment fund was held and administered by Arbor Hospice Foundation, a related tax-exempt organization. In December 2018, the Arbor Hospice Foundation was dissolved and all assets, liabilities, and retained funds were transferred to Arbor Hospice, Inc. Arbor Hospice has adopted investment and spending policies for endowment assets that attempt to provide a perpetual source of support to programs supported by its endowments while seeking to preserve the purchasing power of the endowment assets. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote HOSPICE 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. HOSPICE'S FORMS 990 HAVE NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF MICHIGAN FOR THE LAST THREE YEARS. HOSPICE DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. HOSPICE RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. HOSPICE DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2024 AND 2023. Barley, BBQ & Beats 153118 118993 34125 26415 22451 4500 73163 0 0 153118 118993 34125 26415 22451 4500 73163 126529 -92404 false false false false false false false false false Robert Cahill Former President & CEO 0 291219 0 207893 0 28246 0 12916 0 17144 0 557418 0 0 Patrick Miller President & CEO (Begin Jan) 0 635006 0 100472 0 43515 0 13800 0 21032 0 813825 0 0 Marcie Hillary Executive VP/Chief Experience Officer 0 413252 0 91783 0 17376 0 13800 0 15599 0 551810 0 0 Lee Ann Myers Executive VP/Chief Administrative Officer/Treasurer 0 457046 0 100472 0 15976 0 13800 0 8061 0 595355 0 0 Krista Newman VP/Chief Operating Officer 0 304146 0 62500 0 28566 0 9424 0 17595 0 422231 0 0 Jamie Cockerel VP, CFO 0 277432 0 30002 0 14721 0 12827 0 8988 0 343970 0 0 Eric Kaplan VP/Chief Information Officer 0 276311 0 45000 0 17900 0 11586 0 8652 0 359449 0 0 Patricia McDaniel VP, Business Development 0 197118 0 24750 0 15843 0 9546 0 3728 0 250985 0 0 Thomas O'Neil Medical Director 0 268235 0 0 0 9361 0 11812 0 17602 0 307010 0 0 Elizabeth Rocha Chief Nursing Officer 0 158759 0 13625 0 12823 0 1300 0 17078 0 203585 0 0 Kelly Mccormick VP, Chief Clinical Excellence Officer 0 441133 0 89896 0 12739 0 7831 0 587 0 552186 0 0 Paul gray Vice President, Chief Strategy Officer 0 274921 0 0 0 18224 0 11274 0 18981 0 323400 0 0 Denise King VP, Chief Branding and Marketing Officer 0 276899 0 43588 0 10038 0 7130 0 392 0 338047 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION'S PRESIDENT & CEO IS PAID BY HOSPICE OF MICHIGAN, INC (HOM), A RELATED TAX-EXEMPT ORGANIZATION. HOM UTILIZES THE FOLLOWING METHODS IN DETERMINING THE PRESIDENT & CEO'S COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE -WRITTEN EMPLOYMENT CONTRACT Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION OF OFFICERS The President/CEO and other officers are compensated by Hospice of Michigan, a related party. The Executive Committee of the Board of Trustees meets annually in April subsequent to the acceptance of the audited financial statements to review and approve as appropriate, funds to be allocated for total compensation for the organization's President/CEO, including base salary, bonus, car allowance, and other benefits. The Executive Committee also determines if the President/CEO's contract needs to be updated or renewed at this time. Minutes are taken up until the point where discussion of compensation takes place and a vote/decision is made in regards to compensation. In addition, in 2024 an external compensation study was performed to assess executive compensation. The compensation study aims to price positions at market by using local, national, and industry specific survey data. An outside consultant is engaged through American Society of Employers (ASE). Market data was gathered through at least three external surveys and nationally compared 990's of the largest hospices nationally as well as the top Michigan hospitals with revenues of similar size. Form 990, Part VI, Line 6 Classes of members or stockholders The Corporation is organized on a non-stock basis as a nonprofit membership corporation. The sole member is Hospice of Michigan, Inc. ("HOM the "Member"). Form 990, Part VI, Line 7a Members or stockholders electing members of governing body The Corporation is organized on a non-stock basis as a nonprofit membership corporation. The sole member is Hospice of Michigan, Inc. ("HOM the "Member"). Pursuant to Section 3.2 of the Bylaws, approval by the Member shall be required for the election of voting members of the Corporation's Board, including the filling of vacancies. Pursuant to Section 4.5 of the Bylaws, at the Member's sole discretion, HOM may appoint up to two directors from either the HOM executive team or HOM board of directors. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Reserved Powers: Pursuant to Section 3.2 of the Bylaws, in addition to other rights reserved to the Member by law, approval by the Member shall be required for the following actions: a. The election of voting members of the Corporation's Board, including the filling of vacancies; b. Any amendments to the Corporation's Articles of Incorporation or Bylaws; c. A change in the Corporation's mission statement; d. Adoption or approval of any plan or dissolution of the Corporation; and e. Adoption or approval of any plan of merger, consolidation, or sale of all or substantially all of the assets or property of the Corporation. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body The organization does not have any committees with authority to act on behalf of the governing body. Therefore, this question has been answered "no" in accordance with Form 990 instructions. Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT COPY OF THE 990 IS PRESENTED TO THE MEMBER'S BOARD OF DIRECTORS BEFORE THE RETURNS ARE TRANSMITTED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy PROCEDURE: EMPLOYEES, BOTH PAID AND UNPAID (FROM HERE FORWARD REFERRED TO AS "EMPLOYEE"), AND BOARD TRUSTEES, HAVE A FUNDAMENTAL OBLIGATION TO ACT IN THE BEST INTEREST OF PATIENT CARE AND ARBOR HOSPICE. EVERY BOARD TRUSTEE AND EMPLOYEE IS RESPONSIBLE FOR ACTING CONSISTENT WITH THIS OBLIGATION WHEN ENGAGING IN ACTIVITIES, AND SHOULD NOT LET OTHER PERSONAL AND FINANCIAL INTERESTS INTERFERE WITH THIS OBLIGATION. GENERAL PRACTICE GUIDELINES: (1) ARBOR HOSPICE REQUIRES THAT ALL MEMBERS OF ITS BOARDS OF TRUSTEES AND EMPLOYEES DISCLOSE INTERESTS THAT COULD RESULT IN A CONFLICT. ANNUALLY, ALL BOARD TRUSTEES SIGN OFF ON A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY SITUATION WHICH MAY REPRESENT A CONFLICT. THE CORPORATE COMPLIANCE OFFICER (CCO) ALSO HAS ACCESS TO THE BOARD AT LEAST ANNUALLY. THE ORGANIZATION ALSO UTILIZES 990 Tracker, A TOOL PROVIDED BY OUR TAX ADVISORS, TO SEND CONFLICT OF INTEREST SURVEYS TO ALL VOTING BOARD TRUSTEES, EXECUTIVES, AND THE HIGHEST PAID STAFF. (2) ALL BOARD TRUSTEES AND EMPLOYEES ARE REQUIRED TO SUBMIT A DISCLOSURE STATEMENT, IF THERE IS A CONFLICT OF INTEREST THAT MEETS THE STATED DEFINITION, AT THE BEGINNING OF EMPLOYMENT OR TERM. (3) IF A MATTER ARISES IN WHICH A TRUSTEE OF THE BOARD OR EMPLOYEE HAS A CONFLICT OF INTEREST, THE INDIVIDUAL SHALL PROMPTLY DISCLOSE IT TO THE CEO, OR IN THE CASE OF THE CEO, THE BOARD CHAIRPERSON. (4) AN INDIVIDUAL WITH A POTENTIAL CONFLICT OF INTEREST SHALL NOT PROCEED TO MAKE ANY DECISION OR TAKE ANY ACTION ON BEHALF OF THE ORGANIZATION WITH THE APPROVAL OF THE BOARD OF TRUSTEES. (5) ARBOR HOSPICE EMPLOYEES ARE PRECLUDED FROM ENGAGING IN ACTIVITIES WITH ANY "VENDOR OR SUPPLIER BUSINESS" (AS THAT TERM IS DEFINED IN THE POLICY) THAT DOES OR SEEKS BUSINESS WITH ARBOR HOSPICE WHICH MAY RESULT IN A PERSONAL BENEFIT TO THE EMPLOYEE AT THE EXPENSE OF ARBOR HOSPICE OR MAY INFLUENCE THE EMPLOYEE'S DECISIONS ON MATTERS INVOLVING ARBOR HOSPICE AND A VENDOR OR SUPPLIER BUSINESS. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees CONTRACTED RESPITE - Total Expense: 110979, Program Service Expense: 110979, Management and General Expenses: , Fundraising Expenses: ; INFUSION AND EXTERNAL FEEDING - Total Expense: -24287, Program Service Expense: -24287, Management and General Expenses: , Fundraising Expenses: ; PHARMACY - Total Expense: 743329, Program Service Expense: 743329, Management and General Expenses: , Fundraising Expenses: ; OTHER PURCHASED SERVICES - Total Expense: 1266605, Program Service Expense: 986452, Management and General Expenses: 280153, Fundraising Expenses: ; CONSULTING - Total Expense: 164133, Program Service Expense: 5712, Management and General Expenses: 124541, Fundraising Expenses: 33880; CONTRACTED ROOM AND BOARD - Total Expense: 2694580, Program Service Expense: 2694580, Management and General Expenses: , Fundraising Expenses: ; Hospice of Michigan Inc 2366 OAK VALLEY DRIVE Ann Arbor MI 48103 382255529 HOSPICE CARE MI 501(c)(3) 10 na false SUPPORTIVE CARE SERVICES OF MICHIGAN INC 2366 OAK VALLEY DRIVE Ann Arbor MI 48103 383197374 MANAGEMENT SERVICES MI 501(c)(3) HOSPICE OF MICHIGAN false NORTHSTAR PALLIATIVE CARE INC 2366 OAK VALLEY DRIVE ANN ARBOR MI 48103 822430786 PALLIATIVE CARE MI 501(c)(3) 3 HOSPICE OF MICHIGAN false Hospice Care of Southwest Michigan dba Centrica Care Navigators 7100 Stadium Dr Kalamazoo MI 49009 382293985 Hospice Care MI 501(c)(3) 7 Hospice of Michigan false false false false false false false false false false true false false true true true false true false true