2025-11-12T15:52:26-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 341411008 STEIN HOSPICE SERVICE INC STEI 2163833755 17876 ST CLAIR AVENUE CLEVELAND OH 44110 JEFFREY KOVACS CFO 2163833755 2025-11-12 1 1 DAVID REAPE P00068117 2168311200 2025-11-12 2024 2025-03-06 01:10:19Z WILLIAM E FINN 17876 ST CLAIR AVENUE CLEVELAND OH 44110 11455522 0 X STEINHOSPICE.ORG X 1983 OH WE PROVIDE PALLIATIVE END OF LIFE CARE, CAREGIVER SUPPORT, AND BEREAVEMENT SERVICES THROUGHOUT NORTHERN OHIO. WE STRIVE TO RELIEVE SUFFERING & ENHANCE COMFORT IN END OF LIFE CARE. 5 3 0 122 0 0 680735 512492 10665112 10453415 85892 12217 368090 464463 11799829 11442587 0 0 0 0 5267297 5405298 0 0 161949 6283711 5924041 11551008 11329339 248821 113248 7115751 5608416 2822199 1054732 4293552 4553684 X HOSPICE OF THE WESTERN RESERVE PROVIDES PALLIATIVE END-OF-LIFE CARE, CAREGIVER SUPPORT, AND BEREAVEMENT SERVICES THROUGHOUT NORTHERN OHIO. IN CELEBRATION OF THE INDIVIDUAL WORTH OF EACH LIFE, WE STRIVE TO RELIEVE SUFFERING, ENHANCE COMFORT, PROMOTE QUALITY LIFE, FOSTER CHOICE IN END-OF-LIFE CARE AND SUPPORT EFFECTIVE GRIEVING. 0 0 9131017 10920545 HOSPICE CARE SERVICES ARE ABOUT PROVIDING PEOPLE (ADULTS AND CHILDREN) WITH A LIFE-LIMITING ILLNESS, AND THEIR FAMILIES WITH CHOICES AND DIGNITY. CARE IS PROVIDED WHEREVER THE PATIENTS LIVE; IN THEIR HOME, IN A HOSPITAL, ASSISTED LIVING/LONG-TERM CARE FACILITY OR AT TWO HOSPICE HOUSE RESIDENTIAL FACILITIES. IN 2024, STEIN HOSPICE SERVICE PROVIDED 43,284 PATIENT DAYS. CARE IS PROVIDED BY A TEAM OF PAID STAFF AND VOLUNTEERS WHO ARE AVAILABLE 24-HOURS A-DAY, SEVEN DAYS A WEEK. ADDITIONALLY, BEREAVEMENT SERVICES ARE PROVIDED FOR FAMILIES FOR MORE THAN A YEAR FOLLOWING THE LOSS OF A LOVED ONE. 9131017 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X JEFF KOVACS 2163833755 17876 ST CLAIR AVENUE CLEVELAND OH 44110 WILLIAM E FINN VICE CHAIR 5.00 46.00 X X 0 596502 36451 JEFFREY KOVACS TREASURER 5.00 46.00 X X 0 291213 18550 KEITH ASHMUS DIRECTOR 1.00 X 0 0 0 WILLIAM SKIP BOWMAN CHAIR 1.00 5.00 X X 0 0 0 LAURA NAVIN SECRETARY 1.00 4.00 X X 0 0 0 JULIA BARTEL CHIEF FINANCIAL OFFICER 5.00 46.00 X 0 259207 30588 ROBERT ANCKER CHIEF MEDICAL DIRECTOR 5.00 42.00 X 0 343082 35461 LARRY ROBINSON HOSPICE MEDICAL DIRECTOR 20.00 22.00 X 0 270815 33330 MARY KAY TYLER CHIEF QUALITY OFFICER 5.00 35.00 X 0 188333 29010 LYNN MOCK CHIEF STRATEGY OFFICER 5.00 35.00 X 0 176194 31417 0 2125346 214807 0 0 1 0 0 38715 473777 2629 512492 CARE SERVICES 623000 10453415 10453415 10453415 12217 12217 10268 38715 12935 -2667 -2667 OTHER INCOME 900099 278204 278204 THRIFT SHOP REVENUE 900099 188926 188926 467130 11442587 10920545 0 9550 4684924 4528927 89824 66173 122630 118547 2351 1732 266728 257847 5114 3767 331016 319994 6347 4675 1599972 34741 1531695 33536 126854 72990 51214 2650 15187 330 14539 318 170027 44736 117987 7304 291534 202762 64762 24010 119 115 2 2 3372 88 3213 71 137207 137207 10523 7319 2337 867 NURSING FACILITIES 1499057 1498792 265 MEDICAL SUPPLIES 1473007 1444534 17406 11067 PATIENT SERVICES 270292 269007 1119 166 OTHER EXPENSES 112897 68252 41160 3485 213993 124829 87038 2126 11329339 9131017 2036373 161949 1044015 1284899 216091 202270 3306184 1680993 604 0 1884550 1344826 745811 539724 1803046 1900530 7115751 5608416 2475760 1003168 346439 51564 2822199 1054732 X 2293303 2705247 2000249 1848437 4293552 4553684 7115751 5608416 X 113248 -3427 150311 X 0 1 X 1 0 X 495331 607646 585355 680735 512492 2881559 18702698 13841874 11758627 10665112 10453415 65421726 19198029 14449520 12343982 11345847 10965907 68303285 0 0 0 68303285 124892 364720 15653 3695 12217 521177 124892 364720 15653 3695 12217 521177 292484 391188 7790 372789 467130 1531381 19615405 15205428 12367425 11722331 11445254 70355843 0.97080 0.97450 0.00740 0.00800 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 292,484. 2021 AMOUNT: $ 391,188. 2022 AMOUNT: $ 7,790. 2023 AMOUNT: $ 194,754. 2024 AMOUNT: $ 278,204. THRIFT SHOP REVENUE - 2023 AMOUNT: $ 178,035. 2024 AMOUNT: $ 188,926. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1522848 26832 130767 76002 7289 1597156 1384901 25270 201966 82454 6835 1522848 1708897 -235698 81312 6987 1384900 1628964 245216 157975 7308 1708897 1541118 169267 74952 6469 1628964 0.62610 0.37390 1 0 75000 75000 1087332 871256 216075 160367 57976 102392 480416 397485 82931 81435 18109 63326 539724 OPERATING LEASE-CURRENT LIABILITY 21966 OPERATING LEASE-LONG TERM LIABILITY 29598 51564 2024 COMMUNITY SWEEPSTAKES 27015 28965 -1950 2965 2024 CHARITY GOLF OUTING 21968 9750 12218 3525 3432 2551 462 48983 38715 10268 3525 3432 2551 3427 12935 -2667 X X X X 0 1 0 0 0 0 0 0 0 WILLIAM E FINN VICE CHAIR 0 425895 0 170607 0 0 0 12075 0 24376 0 632953 0 0 ROBERT ANCKER CHIEF MEDICAL DIRECTOR 0 312457 0 30625 0 0 0 10211 0 25250 0 378543 0 0 JEFFREY KOVACS TREASURER 0 264451 0 26762 0 0 0 9610 0 8940 0 309763 0 0 LARRY ROBINSON HOSPICE MEDICAL DIRECTOR 0 270815 0 0 0 0 0 8080 0 25250 0 304145 0 0 JULIA BARTEL CHIEF FINANCIAL OFFICER 0 236109 0 23098 0 0 0 6212 0 24376 0 289795 0 0 MARY KAY TYLER CHIEF QUALITY OFFICER 0 171783 0 16550 0 0 0 6592 0 22418 0 217343 0 0 LYNN MOCK CHIEF STRATEGY OFFICER 0 167970 0 8224 0 0 0 6167 0 25250 0 207611 0 0 PART I, LINE 4B PARTICIPATE IN, RECEIVE PAYMENT FROM, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WILLIAM FINN PARTICIPATES IN A NONQUALIFIED RETIREMENT PLAN WITH NO EMPLOYER CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS HAVE THE RIGHT TO APPROVE SIGNIFICANT DECISIONS MADE BY THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS INITIALLY THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTING FIRM WHO THEN SENDS IT TO MANAGEMENT FOR THEIR REVIEW AND APPROVAL. MANAGEMENT THEN FORWARDS THE FORM 990 TO THE FINANCE COMMITTEE OF THE BOARD FOR THEIR REVIEW AND APPROVAL BEFORE IT IS FINALIZED. THEN, IT IS MADE AVAILABLE TO THE FULL BOARD FOR THEIR REVIEW, PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO SUBMIT A DISCLOSURE STATEMENT AT THE BEGINNING OF EMPLOYMENT AND ANNUALLY THEREAFTER. IF A MATTER ARISES WHICH A BOARD MEMBER OR EMPLOYEE HAS A CONFLICT OF INTEREST, IT SHALL BE PROMPTLY DISCLOSED TO THE BOARD OR CHIEF EXECUTIVE OFFICER AS APPROPRIATE. STAFF MAY INITIATE DISCLOSURE THROUGH THEIR SUPERVISOR. HOWEVER, THE BOARD MEMBER OR EMPLOYEE SHALL NOT PARTICIPATE IN THE DISCUSSION OR VOTE TO DETERMINE WHETHER A CONFLICT EXISTS UNLESS REQUESTED TO DO SO. FORM 990, PART VI, SECTION B, LINE 15A PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION OF THE CEO IS BASED ON LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. WITH THE HELP OF THE HUMAN RESOURCES TEAM, THE ORGANIZATION PARTICIPATES IN ANNUAL AND SPECIAL COMPENSATION SURVEYS AND THE RESULTING DATA IS SHARED WITH THE BOARD OF DIRECTORS. COMPENSATION INFORMATION IS ALSO OBTAINED FROM FORM 990'S FROM OTHER COMPARABLE NOT-FOR-PROFIT HOSPICES. IN ADDITION, EACH BOARD DIRECTOR IS ASKED TO RESPOND TO A QUESTIONNAIRE EVALUATING THE CEO'S PERFORMANCE COMPARED TO GOALS ESTABLISHED DURING THE PREVIOUS YEAR'S EVALUATION. THE RESULTS OF THE QUESTIONNAIRES ARE TABULATED AND SHARED WITH THE BOARD'S EXECUTIVE COMMITTEE. BASED ON THE LABOR MARKET DATA AND ANNUAL PERFORMANCE EVALUATION PROCESS, THE EXECUTIVE COMMITTEE THEN ESTABLISHES THE CEO'S COMPENSATION LEVEL AS WELL AS ANY PERFORMANCE BONUS THAT MAY BE PROVIDED. FOR OTHER KEY OFFICERS, THE PROCESS IS SIMILAR TO THE PROCESS NOTED ABOVE. THE ORGANIZATION OBTAINS LABOR MARKET DATA FROM BOTH LOCAL AND NATIONAL SOURCES. THE ORGANIZATION PARTICIPATES IN ROUTINE SPECIAL COMPENSATION SURVEYS AND THE RESULTING DATA IS SHARED WITH THE CEO. IN ADDITION, THE INTERNAL ALIGNMENT OF OUR POSITIONS IS PERIODICALLY REVIEWED. RATES OF PAY ARE REVIEWED AND ESTABLISHED FOR INTERNAL POSITIONS BASED ON EQUITABLE RELATIONSHIPS AND THE DIFFICULTY AND RESPONSIBILITY OF WORK PERFORMED. RECOMMENDATIONS FOR REQUISITE CHANGES ARE DISCUSSED WITH THE CEO. THE OFFICER'S PERFORMANCE IS REVIEWED ON AN ANNUAL BASIS BY THE CEO. BASED ON THE INDIVIDUAL'S ANNUAL PERFORMANCE AND GOALS ACHIEVED, AND THE INTERNAL AND EXTERNAL DATA, THE CEO WILL ESTABLISH THE COMPENSATION LEVEL FOR HIS OFFICERS. THIS PROCESS HELPS US MAINTAIN THE ORGANIZATION'S INTERNAL ALIGNMENT AND EXTERNAL COMPETITIVENESS. THE ABOVE PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO PUBLIC HOSPICE OF THE WESTERN RESERVE DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES UPON REQUEST AND INSPECTION AT THE HEADQUARTERS OFFICE. HOSPICE OF THE WESTERN RESERVE DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC AT THIS TIME. FORM 990, PART XI, LINE 9: ENDOWMENT UNREALIZED GAIN 150,311. HOSPICE OF MEDINA COUNTY 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341363926 HOSPICE OH 501(C)(3) LINE 10 WCRS 0 WESTERN RESERVE CARE SOLUTIONS 17876 ST CLAIR AVENUE CLEVELAND OH 44110 832255711 HOLDING CO OH 501(C)(3) LINE 12B, II N/A 0 HOSPICE OF WESTERN RESERVE AT UH LLC 17876 ST CLAIR AVENUE CLEVELAND OH 44110 832806180 HOSPICE OH 501(C)(3) LINE 10 N/A 0 HOSPICE OF WESTERN RESERVE FOUNDATION 17876 ST CLAIR AVENUE CLEVELAND OH 44110 863150092 FINL SUPPORT OH 509(A)(3) N/A 0 HOSPICE OF WESTERN RESERVE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341256377 HOSPICE OH 501(C)(3) LINE 10 WRCS 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0