2025-10-08T15:02:49-05:00 2023-12-31 521197902 MULLEN SONDBERG WIMBISH & STONE PA 888 BESTGATE ROAD SUITE 310 ANNAPOLIS MD 21401 990 2023-01-01 521181448 HOSPICE OF THE CHESAPEAKE INC HOSP 4109872003 90 RITCHIE HIGHWAY PASADENA MD 21122 GERALD HILL CHIEF FINANCIAL OFFICER 4109872003 2025-08-19 1 0 ERIC P SIEGFRIED CPA P01278242 4102244920 2025-08-19 2023 2025-03-06 01:10:19Z X BECKY MILLER 90 RITCHIE HIGHWAY PASADENA MD 21122 51433548 0 X HOSPICECHESAPEAKE.ORG X 1979 MD TO IMPROVE THE QUALITY OF LIFE FOR THOSE IN OUR COMMUNITIES EXPERIENCING ADVANCED ILLNESS OR BEREAVEMENT THROUGH HOSPICE AND OTHER PALLATIVE CARE, COMPASSIONATE SUPPORT AND EDUCATION. 24 24 462 126 0 0 42078 13620614 38545834 37618515 356427 134621 12532 59798 38956871 51433548 0 0 0 0 24262079 24806093 0 0 0 18181482 17729684 42443561 42535777 -3486690 8897771 29426588 39447019 7884395 8973037 21542193 30473982 X TO IMPROVE THE QUALITY OF LIFE FOR THOSE IN OUR COMMUNITIES EXPERIENCING ADVANCED ILLNESS OR BEREAVEMENT THROUGH HOSPICE AND OTHER PALLATIVE CARE, COMPASSIONATE SUPPORT AND EDUCATION. 0 0 31437394 33973656 HOSPICE PROGRAM - AN INTERDISCIPLINARY TEAM OF PHYSICIANS, NURSES, SOCIAL WORKERS, CERTIFIED NURSING ASSISTANTS, COUNSELLORS, CHAPLAINS AND SPECIALLY TRAINED VOLUNTEERS WORK WITH THE HOSPICE ELIGIBLE PATIENTS AND THEIR CAREGIVERS TO COORDINATE A PLAN OF CARE. AMONG ITS MAJOR RESPONSIBILITIES, THE INTERDISCIPLINARY HOSPICE TEAM MANAGES THE PATIENT'S PAIN AND SYMPTOMS; ASSISTS THE PATIENT WITH THE EMOTIONAL AND PSYCHOSOCIAL AND SPIRITUAL ASPECTS OF DYING; PROVIDES NEEDED DRUGS, MEDICAL SUPPLIES, AND EQUIPMENT; COACHES THE FAMILY ON HOW TO CARE FOR THE PATIENT; AND PROVIDES BEREAVEMENT CARE AND COUNSELLING TO SURVIVING FAMILY AND FRIENDS. HOSPICE CARE IS PROVIDED FROM BIRTH TO DEATH REGARDLESS OF AGE, RACE OR ETHNICITY. 3218629 2717951 PATIENT CARE CENTERS - PROVIDES CARE, ROOM AND BOARD TO ELIGIBLE HOSPICE PATIENTS IN RESIDENTIAL AND GENERAL INPATIENT ENVIRONMENTS. 2522371 896197 CHESAPEAKE SUPPORTIVE CARE - SUPPORTS HOSPICE PROGRAM WITH PHYSICIAN'S SERVICES AND PROVIDES PALLIATIVE MEDICINE CONSULTATIONS AND CARE TO THOSE LIVING WITH COMPLEX ILLNESS. 674587 90509 CHESAPEAKE LIFE CENTER PROGRAM - PROVIDES BEREAVEMENT AND GRIEF COUNSELING TO HOSPICE AND NON-HOSPICE PATIENTS AND/OR THEIR FAMILIES FOLLOWING THE DEATH OF A LOVED ONE THROUGH ILLNESS, SUDDEN OR TRAUMATIC LOSS. ALSO, PROVIDES SPECIFIC SUPPORT FOR CHILDREN WHO HAVE EXPERIENCED THE LOSS OF A LOVE ONE. RECENTLY LAUNCHED, THE PERINATAL AND INFANT LOSS SUPPORT PROGRAM PROVIDING SUPPORT TO PARENTS WHO HAVE RECEIVED A DIAGNOSIS THAT THEIR BABY WILL NOT SURVIVE PAST BIRTH AS WELL AS THOSE PARENTS WHO LOST THEIR INFANT SUDDENLY. 674587 90509 37852981 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 132 0 1 462 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X THE ORGANIZATION 4109872003 90 RITCHIE HIGHWAY PASADENA MD 21122 MICHAEL BRADY CHIEF EXECUTIVE OFFICER 30.00 10.00 X X 268823 0 17510 BRIAN GIBBONS DIRECTOR 2.00 X 0 0 0 NANCY SMIT CHAIR 2.00 X X 0 0 0 MICHAEL DESTEFANO DIRECTOR 2.00 X 0 0 0 JOYCE R PHILLIP DIRECTOR 2.00 X 0 0 0 CHARLES BAGLEY IV DIRECTOR 2.00 X 0 0 0 JOHN BELCHER DIRECTOR 2.00 X 0 0 0 NOEL CERVINO DIRECTOR 2.00 X 0 0 0 JOANN DECESARIS DIRECTOR 2.00 X 0 0 0 JAMES HUMPHREY DIRECTOR EMERITUS 2.00 X 0 0 0 THERESA K HUSSMAN DIRECTOR 2.00 X 0 0 0 SUE HUFF VICE CHAIR 2.00 X X 0 0 0 DAVID HUNT DIRECTOR 2.00 X 0 0 0 REV DR JAMES KIRK DIRECTOR EMERITUS 2.00 X 0 0 0 PATRICIA LEHMANN SECRETARY 2.00 X 0 0 0 TIM MCDONOUGH DIRECTOR 2.00 X 0 0 0 CRAIG MUCKLE DIRECTOR 2.00 X 0 0 0 MARTHA O'HERLIHY DIRECTOR EMERITUS 2.00 X 0 0 0 EDITH PATTERSON DIRECTOR 2.00 X 0 0 0 SHELLEY GROSS-WADE DIRECTOR 2.00 X 0 0 0 GREG KERNAN DIRECTOR 2.00 X 0 0 0 DAVID WENG DIRECTOR 2.00 X 0 0 0 RICHARD WILDER DIRECTOR 2.00 X 0 0 0 ALBERT ZANGER TREASURER 2.00 X X 0 0 0 JASON CHERRY DIRECTOR 2.00 X 0 0 0 MARNY FETZER CHIEF MEDICAL OFFICER 40.00 X 156512 0 5929 REBECCA MILLER CHIEF OPERATING OFFICER 40.00 X 254991 0 15933 SHAUNA CHABOT CHIEF ADVANCEMENT OFFICER 1.00 40.00 X 231456 0 7144 GERALD HILL CHIEF FINANCIAL OFFICER 40.00 1.00 X 216199 0 15558 LISA GRIFFEE VP OF QUALITY 40.00 X 155623 0 13762 BRAIN BERGER VP OF CONTINUUM OF CARE 40.00 X 152507 0 11527 GAYLE WHITMER PHYSICIAN 40.00 X 259462 0 6515 SUSIE KIM PHYSICIAN 40.00 X 236188 0 16158 RACHEL SHERMAN DIRECTOR OF NURSEING 40.00 X 148570 0 21924 KRISTIN WILLIAMS VP OF HOSPICE OPERATIONS 40.00 X 147540 0 11586 JASMINE CREW DIRECTOR OF CLINICAL INTEGRATION 40.00 X 146409 0 3927 2374280 0 147473 51 0 1 0 CORE MEDICAL GROUP PO BOX 306478 NASHVILLE TN 37230 STAFFING AGENCY 891346 COMPLETE CARE AT SEVERNA PARK 24 TRUCKHOUSE ROAD SEVERNA PARK MD 21146 NURSING HOME 716426 NETSMART PO BOX 1713519 PHILADELPHIA PA 19171 MEDICAL RECORD SERVICES 617081 FUTURE CARE CHESAPEAKE PO BOX 822940 PHILADELPHIA PA 191822940 NURSING HOME 495529 AUTUMN LAKE AT WAUGH CHAPEL 1221 WAUGH CHAPEL RD GAMBRILLS MD 21054 NURSING HOME 379800 19 X 13620614 13620614 MEDICAL FEES/REIMBURSE 623000 37575240 37575240 BEREAVEMENT/OTHER 624100 43275 43275 37618515 134621 134621 MISCELLANEOUS 812900 59798 59798 59798 51433548 37678313 0 134621 1241924 326476 915448 19626652 18659466 967186 226191 179637 46554 2020202 1648571 371631 1691124 1495681 195443 127013 127013 101420 101420 2844077 2440840 403237 744934 571783 173151 1697543 600436 1097107 485270 482610 2660 613330 605524 7806 18945 11515 7430 177542 145860 31682 885803 799348 86455 174701 143425 31276 NURSING HOME SERVICES 4800708 4800708 PATIENT COSTS 3457004 3457004 BAD DEBTS 1045500 1045500 REPAIRS AND MAINTENANCE 343779 343779 212115 94818 117297 42535777 37852981 4682796 0 X 7346181 8696342 483846 4885801 7796811 300037 353765 22866107 6699514 11054024 16166593 4281693 5840545 1667969 29426588 39447019 4188314 5545503 3128177 2982990 567904 444544 7884395 8973037 X 21542193 29568696 905286 21542193 30473982 29426588 39447019 X 8897771 41810 -7792 X X 0 1 X 1 0 X 757340 5079127 42078 13620614 19499159 32542229 38857346 38351437 38545834 37618515 185915361 32542229 39614686 43430564 38587912 51239129 205414520 0 0 0 205414520 27522 26554 22067 35387 134621 246151 27522 26554 22067 35387 134621 246151 30683 136337 5935 12532 59798 245285 32600434 39777577 43458566 38635831 51433548 205905956 0.99760 0.99670 0.00120 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2189494 2189494 17367319 4366349 13000970 40988 36664 4324 2338173 1743366 594807 930133 553135 376998 16166593 INTEREST RATE SWAP 58080 FINANCING LEASE OBLIGATIONS 30157 OPERATING LEASE LIABILITY 356307 444544 X 37846952 41810 -7792 34018 37812934 13620614 13620614 51433548 42535777 0 42535777 0 42535777 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE GUIDANCE OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE FINANCIAL STATEMENTS, INCLUDING THOSE OF NON-PROFIT ORGANIZATIONS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION ANALYZES TAX POSITIONS TAKEN, INCLUDING THOSE RELATED TO THE REQUIREMENTS SET FORTH IN IRC SEC. 501(C) TO QUALIFY AS A TAX EXEMPT ORGANIZATION, ACTIVITIES PERFORMED BY VOLUNTEERS AND BOARD MEMBERS, THE REPORTING OF UNRELATED BUSINESS INCOME, AND ITS STATUS AS A TAX-EXEMPT ORGANIZATION UNDER MARYLAND STATE STATUTE. THE ORGANIZATION DOES NOT KNOW OF ANY TAX BENEFITS ARISING FROM UNCERTAIN TAX POSITIONS AND THERE WAS NO EFFECT ON THE ORGANIZATIONS FINANCIAL POSITION OR CHANGES IN NET ASSETS AS A RESULT OF ANALYZING ITS TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP -7,792. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS FROM CAL 6,671,415. CONTRIBUTIONS FROM HCC 5,679,830. CONTRIBUTIONS FROM FDN 1,269,369. 1 CHARITY CARE 104 301570 COST HOSPICE SERVICES PROVIDED TO INDIVIDUALS THAT ARE UNINSURED, DO NOT QUALIFY FOR MEDICARE, AND ARE UNABLE TO PAY FOR MEDICAL CARE AND ROOM AND BOARD NOT PROVIDED BY INSURANCE. X X 0 0 0 0 0 0 0 0 0 MICHAEL BRADY CHIEF EXECUTIVE OFFICER 268823 0 0 0 0 0 7485 0 10025 0 286333 0 0 0 REBECCA MILLER CHIEF OPERATING OFFICER 254991 0 0 0 0 0 7808 0 8125 0 270924 0 0 0 GAYLE WHITMER PHYSICIAN 259462 0 0 0 0 0 6315 0 200 0 265977 0 0 0 SUSIE KIM PHYSICIAN 236188 0 0 0 0 0 7113 0 9045 0 252346 0 0 0 SHAUNA CHABOT CHIEF ADVANCEMENT OFFICER 231456 0 0 0 0 0 6944 0 200 0 238600 0 0 0 GERALD HILL CHIEF FINANCIAL OFFICER 216199 0 0 0 0 0 6513 0 9045 0 231757 0 0 0 RACHEL SHERMAN DIRECTOR OF NURSEING 148570 0 0 0 0 0 4862 0 17062 0 170494 0 0 0 LISA GRIFFEE VP OF QUALITY 155623 0 0 0 0 0 4717 0 9045 0 169385 0 0 0 BRAIN BERGER VP OF CONTINUUM OF CARE 152507 0 0 0 0 0 4778 0 6749 0 164034 0 0 0 MARNY FETZER CHIEF MEDICAL OFFICER 156512 0 0 0 0 0 0 0 5929 0 162441 0 0 0 KRISTIN WILLIAMS VP OF HOSPICE OPERATIONS 147540 0 0 0 0 0 1561 0 10025 0 159126 0 0 0 JASMINE CREW DIRECTOR OF CLINICAL INTEGRATION 146409 0 0 0 0 0 3727 0 200 0 150336 0 0 0 A MARYLAND ECONOMIC DEVELOPMENT CORPORATION SERIES 2013 521376562 2022-10-18 3184625 PROVIDE FUNDS FOR NEW CAMPUS DEVELOPMENT AND DEFEASE PORTION OF PRIOR MORTGA 0 0 0 A 3184625 128741 3055884 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 1 1 FIRST NATIONAL BANK 20.000000000000 1 0 0 0 0 A 0 JAMES WILBURN DIRECTOR OF RELATED ORGANIZATION 169000 PURCHASED CUSTODIAL SERVICES FROM COMPANY OWNED BY THE DIRECTOR. 0 CHARLES BAGLEY DIRECTOR OF RELATED ORGANIZATION 20706 GENERAL COUNCIL FOR THE ORGANIZATION ON RETAINER 0 FORM 990, PART IV, LINE 12B - SCHEDULE D: AMENDED TO ADD CONTRIBUTION FROM CALVERT HOSPICE, HOSPICE OF CHARLES COUNTY INC, AND HOSPICE OF CHESAPEAKE FOUNDATION, INC. CONTRIBUTION ON SCHEDULE D RECONCILIATION TO FINANCIAL STATEMENTS AS THESE WERE ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS. FORM 990, PART IV, LINE 34 - SCHEDULE R: AMENDED TO ADD TRANSFER OF PROPERTY FROM HOPSICE OF CHARLES COUNTY INC, CALVERT HOSPICE, AND THE HOSPICE OF CHESAPEAKE FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AND THE FINANCE COMMITTEE REVIEW THE FORM 990 PRIOR TO FILING. THE FINANCE COMMITTEE REVIEWS THE 990 WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY BY ALL BOARD MEMBERS AND REVIEWED BY THE BOARD AND MANAGEMENT ANNUALLY. IF THERE ARE CONFLICTS, BOARD MEMBERS WITH CONFLICTS ABSTAIN FROM VOTING ON ANY RELATED ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES CEO COMPENSATION AND REVIEWS WITH THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE EXECUTIVE COMMITTEE HAS GIVEN THE CEO THE AUTHORITY TO REVIEW OTHER KEY EMPLOYEES COMPENSATION ON AN ANNUAL BASIS. THE EXECUTIVE COMMITTEE REVIEWS ALL TOP MANAGEMENT COMPENSATION AND APPROVES VIA THE BUDGET. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VIII, LINE 1D: AMENDED RETURN TO RECORD RELATED PARTY CONTRIBUTIONS FROM CALVERT HOSPICE, HOSPICE OF CHARLES COUNTY AND HOSPICE OF THE CHESAPEAKE FOUNDATION. FORM 990, PART X: AMENDED RETURN TO BRING OVER BALANCE SHEET ITEMS FOR HOSPICE OF CHARLES COUNTY INC AND CALVERT HOSPICE INC DUE TO DISOLVING ORGANIZATIONS WITH AN EFFECTIVE DATE OF 9/19/2023 PER STATE OF MARYLAND RECORDS. ALSO CHANGE TREATMENT OF HOPSICE OF THE CHESAPEAKE FOUNDATION RELATED PARTY RECEIVABLE TO A CONTRIBUTION FROM HOSPICE OF THE CHESAPEAKE FOUNDATION TO HOSPICE OF THE CHESAPEAKE INC. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP AGREEMENT -7,792. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESONSIBILITY FOR THE SELECTION OF THE INDEPENDENT AUDITOR AND THE OVERSIGHT OF THE ANNUAL AUDIT AND FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. HOSPICE OF THE CHESAPEAKE FOUNDATION INC 90 RITCHIE HIGHWAY PASADENA MD 21122 521457419 TO RAISE MONEY AND SUPPORT HOSPICE OF THE CHESAPEAKE FINANCIALLY. MD 501(C)(3) PUBLIC CHARITY HOSPICE OF THE CHESAPEAKE INC 1 HOSPICE OF CHARLES COUNTY INC 2505 DAVIS ROAD WALDORF MD 20603 521289626 PROVIDE HOSPICE CARE FOR THE TERMINALLY ILL. MD 501(C)(3) PUBLIC CHARITY HOSPICE OF THE CHESAPEAKE INC 1 CALVERT HOSPICE INC PO BOX 838 PRINCE FREDERICK MD 20678 521329515 PROVIDE HOSPICE CARE FOR THE TERMINALLY ILL MD 501(C)(3) PUBLIC CHARITY HOSPICE OF THE CHESAPEAKE INC 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 1 HOSPICE OF THE CHESAPEAKE FOUNDATION INC N 50000 FAIR VALUE HOSPICE OF THE CHESAPEAKE FOUNDATION INC O 984516 FAIR VALUE HOSPICE OF THE CHESAPEAKE FOUNDATION INC M 756793 FAIR VALUE HOSPICE OF CHARLES COUNTY INC L 112500 FAIR VALUE HOSPICE OF CHARLES COUNTY INC O 1957710 FAIR VALUE CALVERT HOSPICE INC O 479317 FAIR VALUE HOSPICE OF THE CHESAPEAKE FOUNDATION INC C 1269369 FAIR VALUE HOSPICE OF CHARLES COUNTY INC S 5679830 FAIR VALUE CALVERT HOSPICE INC S 6671415 FAIR VALUE