2025-11-12T16:39:10-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 832255711 WESTERN RESERVE CARE SOLUTIONS WEST 2163832222 17876 ST CLAIR AVENUE CLEVELAND OH 44110 JEFFREY KOVACS CFO 2163832222 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 18697066 0 X N/A X 2018 OH TO SUPPORT THE MISSION OF ITS SUBSIDIARIES, HOSPICE OF THE WESTERN RESERVE, INC. AND HOSPICE OF MEDINA COUNTY AND ANY FUTURE AFFILIATIONS. 22 22 1180 22 0 0 0 0 15946374 18194649 703026 139951 125815 362466 16775215 18697066 0 0 0 0 11639859 12925646 0 0 0 3008633 3510185 14648492 16435831 2126723 2261235 6676633 15669937 4773060 11505129 1903573 4164808 WESTERN RESERVE CARE SOLUTIONS' ("WRCS") PURPOSE IS TO SUPPORT THE MISSION OF ITS SUBSIDIARES, HOSPICE OF THE WESTERN RESERVE, INC. ("HWR"), HOSPICE OF MEDINA COUNTY ("HMC"), HOSPICE OF THE WESTERN RESERVE AT UH, LLC, AND STEIN HOSPICE AND ANY FUTURE AFFILIATIONS. 0 0 18557115 WESTERN RESERVE CARE SOLUTIONS' ("WRCS") PURPOSE IS TO SUPPORT THE MISSION OF ITS SUBSIDIARES, HOSPICE OF THE WESTERN RESERVE, INC. ("HWR"), HOSPICE OF MEDINA COUNTY ("HMC"), HOSPICE OF THE WESTERN RESERVE AT UH, LLC, AND STEIN HOSPICE AND ANY FUTURE AFFILIATIONS. 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 30 0 1180 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X JEFF KOVACS 2163832222 17876 ST CLAIR AVENUE CLEVELAND OH 44110 WILLIAM BOWMAN CHAIR 1.00 5.00 X X 0 0 0 ALFRED CONNORS DIRECTOR 1.00 3.00 X 0 0 0 RAYMOND CUSHING DIRECTOR 1.00 2.00 X 0 0 0 DAN DEMONICA DIRECTOR 1.00 2.00 X 0 0 0 ELIZABETH DOMHOLDT DIRECTOR 1.00 2.00 X 0 0 0 WILLIAM HERZBERGER EX-CHAIR 1.00 4.00 X X 0 0 0 MICHAEL JACOBSON DIRECTOR 1.00 2.00 X 0 0 0 VIRGINIA MLACK MOONEY DIRECTOR 1.00 2.00 X 0 0 0 LAURA NAVIN SECRETARY 1.00 4.00 X X 0 0 0 FAITH NOBLE DIRECTOR 1.00 2.00 X 0 0 0 K KAY POTETZ DIRECTOR 1.00 2.00 X 0 0 0 MARY OGRINC DIRECTOR 1.00 2.00 X 0 0 0 MARK RIBBINS DIRECTOR 1.00 2.00 X 0 0 0 MARK ROSS TREASURER 1.00 3.00 X X 0 0 0 MICHAEL SANDRIDGE VICE CHAIR 1.00 2.00 X X 0 0 0 MARK SCHROEDER DIRECTOR 1.00 2.00 X 0 0 0 WILLIAM SPRINGER DIRECTOR 1.00 2.00 X 0 0 0 WILLIAM STIGELMAN DIRECTOR 1.00 2.00 X 0 0 0 LAMONT MACKLEY DIRECTOR 1.00 1.00 X 0 0 0 DIANA STARKS DIRECTOR 1.00 1.00 X 0 0 0 GARY ISAKOV DIRECTOR 1.00 1.00 X 0 0 0 KYLE MCKINNEY DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM E FINN PRESIDENT & CEO 40.00 11.00 X 596502 0 36451 JULIA A BARTEL CHIEF CLINICAL OFFICER 3.00 48.00 X 259207 0 30588 JEFFREY KOVACS CHIEF FINANCIAL OFFICER 40.00 11.00 X 291213 0 18550 MARINA LAZBIN ASSISTANT MEDICAL DIRECTOR 2.00 40.00 X 317632 0 32486 ROBERT ANCKER CHIEF MEDICAL DIRECTOR 2.00 45.00 X 343082 0 35461 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 2.00 40.00 X 287615 0 5443 LARRY ROBINSON HOSPICE MEDICAL DIRECTOR 2.00 40.00 X 270815 0 33330 JEANNETTE SPRENG ASSOCIATE MEDICAL DIRECTOR 2.00 40.00 X 248747 0 32736 2614813 0 225045 68 0 1 0 TERESA KRAMER 6200 99TH STREET 153 SEBASTIAN FL 32958 CONTRACTED IS SERVICES 125625 1 MANAGEMENT FEES 561000 18194649 18194649 18194649 139951 139951 OTHER INCOME 900099 362466 362466 362466 18697066 18557115 0 139951 1232510 1232510 9176704 9176704 212631 212631 1535997 1535997 767804 767804 319863 319863 1254271 1254271 309225 309225 780338 780338 242042 242042 30913 30913 143376 143376 221641 221641 88184 88184 MAINTENANCE/HOUSEKEEPIN 56407 56407 AUTO EXPENSES 15758 15758 EQUIPMENT MAINTENANCE 14092 14092 PATIENT SUPPLIES 13042 13042 21033 21033 16435831 0 16435831 0 665071 1683753 1500728 1500503 2311917 10238815 274660 187048 1924257 2059818 6676633 15669937 4773060 11285224 0 219905 4773060 11505129 X 1903573 4164808 1903573 4164808 6676633 15669937 2261235 0 X 0 1 X 1 0 X X X 3 HOSPICE OF THE WESTERN RESERVE INC 341256377 10 1 0 0 HOSPICE OF MEDINA COUNTY 341363926 10 1 0 0 STEIN HOSPICE 341664586 10 1 0 0 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 JOINT VENTURE-HWR/UNIV. HOSP. 2059818 C 2059818 RELATED PARTY 219905 219905 X X X X 0 1 0 0 0 0 0 0 0 WILLIAM E FINN PRESIDENT & CEO 425895 0 170607 0 0 0 12075 0 24376 0 632953 0 0 0 ROBERT ANCKER CHIEF MEDICAL DIRECTOR 312457 0 30625 0 0 0 10211 0 25250 0 378543 0 0 0 MARINA LAZBIN ASSISTANT MEDICAL DIRECTOR 317632 0 0 0 0 0 7236 0 25250 0 350118 0 0 0 JEFFREY KOVACS CHIEF FINANCIAL OFFICER 264451 0 26762 0 0 0 9610 0 8940 0 309763 0 0 0 LARRY ROBINSON HOSPICE MEDICAL DIRECTOR 270815 0 0 0 0 0 8080 0 25250 0 304145 0 0 0 KENELM MCCORMICK ASSOCIATE MEDICAL DIRECTOR 287615 0 0 0 0 0 5443 0 0 0 293058 0 0 0 JULIA A BARTEL CHIEF CLINICAL OFFICER 236109 0 23098 0 0 0 6212 0 24376 0 289795 0 0 0 JEANNETTE SPRENG ASSOCIATE MEDICAL DIRECTOR 248747 0 0 0 0 0 7953 0 24783 0 281483 0 0 0 PART I, LINE 4B PARTICIPATE IN, RECEIVE PAYMENT FROM, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WILLIAM FINN PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN WITH NO EMPLOYER CONTRIBUTIONS. 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 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 WESTERN RESERVE CARE SOLUTIONS DOES MAKE ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC BY PROVIDING COPIES UPON REQUEST AND INSPECTION AT THE HEADQUARTERS OFFICE. WESTERN RESERVE CARE SOLUTIONS DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC AT THIS TIME. HOSPICE OF THE WESTERN RESERVE INC 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341256377 HOSPICE OH 501(C)(3) LINE 10 WRCS 1 HOSPICE OF MEDINA COUNTY 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341363926 HOSPICE OH 501(C)(3) LINE 10 WRCS 1 HOSPICE OF THE WESTERN RESERVE UH LLC 4510 RICHMOND ROAD WARRENSVILLE HEIGHTS OH 44128 832806180 HOSPICE OH 501(C)(3) LINE 10 N/A 0 HOSPICE OF THE WESTERN RESERVE FOUNDATION 17876 ST CLAIR AVENUE CLEVELAND OH 44110 863150092 FINL SUPPORT OH 501(C)(3) HWR 0 STEIN HOSPICE 17876 ST CLAIR AVENUE CLEVELAND OH 44110 341411008 HOSPICE OH 501(C)(3) LINE 7 WRCS 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0 HOSPICE OF MEDINA COUNTY E 2498521 FMV HOSPICE OF WESTERN RESERVE E 9120486 FMV HOSPICE OF WESTERN RESERVE M 12835524 FMV HOSPICE OF WESTERN RESERVE O 37304719 ALLOCATED WAGES HOSPICE OF WESTERN RESERVE D 1873122 FMV