2026-05-10T13:04:37-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-07-01 521214775 COASTAL HOSPICE COAS 4107428732 PO BOX 1733 SALISBURY MD 21802 LORENA A LOVELY PRESIDENT 4107428732 2026-05-05 1 1 CHICHI MSANGI P01972113 5712279500 2026-05-04 2024 2025-03-06 01:10:19Z LORENA A LOVELY PO BOX 1733 SALISBURY MD 21802 19093461 0 X WWW.COASTALHOSPICE.ORG X 1980 MD COASTAL HOSPICE PROVIDES HOSPICE AND PALLIATIVE CARE SERVICES IN THE FOUR LOWER COUNTIES OF THE EASTERN SHORE OF MARYLAND TO INDIVIDUALS FACING LIFE-LIMITING CONDITIONS. 16 15 252 111 0 0 1751174 1617139 17957965 15976727 106402 473631 -13837 4359 19801704 18071856 33647 17316 0 0 13971212 13872878 0 0 529793 5067547 5110490 19072406 19000684 729298 -928828 17129884 16667589 4889945 5126311 12239939 11541278 X COASTAL HOSPICE PROMOTES DIGNITY AND QUALITY OF LIFE FOR PATIENTS AND FAMILIES WHO FACE LIFE-LIMITING CONDITIONS. 0 0 10639365 17316 13241995 HOME HOSPICE CARE: COASTAL HOSPICE DELIVERS PATIENT-CENTERED HOSPICE CARE IN DORCHESTER, WICOMICO, SOMERSET, AND WORCESTER COUNTIES. THE HOSPICE TEAM INCLUDES (BUT IS NOT LIMITED TO) PRIMARY PHYSICIANS, REGISTERED NURSES WHO COORDINATE INDIVIDUAL PATIENT CARE, PHYSICIANS (WITH ADVANCED TRAINING IN SYMPTOM MANAGEMENT), SOCIAL WORKERS, CERTIFIED NURSING AIDES, SPIRITUAL COUNSELORS, BEREAVEMENT COUNSELORS AND VOLUNTEERS. WE VISIT OUR PATIENTS WHERE THEY ARE MOST COMFORTABLE: IN PRIVATE HOMES, NURSING HOMES AND ASSISTED LIVING FACILITIES. WE BASE EACH PLAN OF CARE ON THE PATIENT'S GOALS AND WORK WITH THE PATIENT AND HIS OR HER LOVED ONES, ULTIMATELY TO ACHIEVE DEATH WITH DIGNITY. 3685233 0 2496112 FOR PATIENTS WHOSE SYMPTOMS MANAGEMENT NEEDS REQUIRE CLOSE ATTENTION, WE HAVE TWO INPATIENT CENTERS: COASTAL HOSPICE AT THE LAKE AND MACKY AND PAM STANSELL HOUSE. OUR WING AT DEER'S HEAD HOSPITAL CENTER, WHICH IS SURROUNDED BY THE PICTURESQUE JOHNSON'S POND IN SALISBURY AND OUR FACILITY IS LOCATED ON THE ISLE OF WIGHT BAY IN OCEAN PINES. COASTAL HOSPICE INPATIENT UNITS ARE STAFFED BY A TEAM OF REGISTERED NURSES WHO COORDINATE INDIVIDUAL PATIENT CARE, PHYSICIAN (WITH ADVANCED TRAINING IN SYSTEM MANAGEMENT), SOCIAL WORKERS , CERTIFIED NURSING AIDES, SPIRITUAL COUNSELORS, BEREAVEMENT COUNSELORS AND VOLUNTEERS. IN THESE PEACEFUL SETTING, PATIENTS ARE ATTENDED TO AROUND THE CLOCK, BUT IN THE SETTING THAT IS MORE HOME-LIKE THAN CLINICAL. A FAMILY ROOM AND GARDEN ROOM, AS WELL AS A COUNSELING OFFICE, PROVIDE FAMILY MEMBERS SPACE FOR THE SENSITIVE CONVERSATIONS. 372119 0 238620 PALLIATIVE CARE IS DELIVERED TO MANAGE THE PHYSIOLOGICAL, PRACTICAL AND EMOTIONAL NEEDS OF PATIENTS WHO ARE FACING SERIOUS ILLNESS. UNLIKE HOSPICE PATIENTS, PALLIATIVE CARE PATIENTS ARE RECEIVING MEDICAL CARE IN ACTIVE PURSUIT OF CURE OR REMISSION. THE PALLIATIVE CARE TEAM PROVIDES PATIENT CARE THAT WOULD OTHERWISE HAVE GONE BY THE WAYSIDE IN THE CURRENT HEALTH CARE LANDSCAPE. PHYSICIANS HAVE SO LITTLE TIME TO SPEND WITH EACH PATIENT THAT IT IS ESPECIALLY VALUABLE TO HAVE TO PALLIATIVE CARE TEAM ON HAND TO CATCH THOSE PATIENTS AND FAMILY MEMBERS REELING FROM THE NEWS OF A SERIOUS DIAGNOSIS. IN ADDITION TO PROVIDING SYMPTOM MANAGEMENT CARE, THE PHYSICIAN, NURSE PRACTITIONER, SOCIAL WORKER AND PASTORAL COUNSELOR HELP PATIENTS AND FAMILIES SORT THROUGH THE PRACTICAL ISSUES AND EMOTIONAL AND SPIRITUAL TURMOIL THAT FOLLOWS IN THE WAKE OF DIAGNOSIS. WE KNOW WELL THAT WE HAVE THE SKILLS AND KNOWLEDGE TO MEET THIS NEED IN OUR COMMUNITY. COASTAL HOSPICE & PALLIATIVE CARE OPERATES IN PARTNERSHIP WITH TIDAL HEALTH IN THIS ENDEAVOR. 14696717 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 69 0 252 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X LORENA A LOVELY 4107428732 PO BOX 1733 SALISBURY MD 21802 LORENA A LOVELY PRESIDENT 40.00 X X 145731 0 23788 MORGAN FISHER CHAIR 5.00 X X 0 0 0 RICHARD M LAWS IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 DR SHARON WASHINGTON VICE CHAIRMAN 5.00 X X 0 0 0 SETH A PLACE TREASURER 5.00 X X 0 0 0 DR SALLY DOWLING SECRETARY 5.00 X X 0 0 0 SUSAN M BOUNDS DIRECTOR 5.00 X 0 0 0 DAVID A DYKES DIRECTOR 5.00 X 0 0 0 ROGER L HARRELL DIRECTOR 5.00 X 0 0 0 DR LAKEISHA L HARRIS DIRECTOR 5.00 X 0 0 0 JASON PARKER DIRECTOR 5.00 X 0 0 0 ROBERT M PURCELL DIRECTOR 5.00 X 0 0 0 DR TINA REID DIRECTOR 5.00 X 0 0 0 ANTHONY S SARBANES DIRECTOR 5.00 X 0 0 0 DR JAMES TRUMBLE DIRECTOR 5.00 X 0 0 0 MARGARET M WHITTEN DIRECTOR 5.00 X 0 0 0 CHRISTINE BELANGER CHIEF FINANCIAL OFFICER 40.00 X 119119 0 20183 DR GHULAM WARIS MEDICAL DIRECTOR 40.00 X 257469 0 7623 HOLLY MURRAY INTERIM CHIEF CLINICAL OFFICER 40.00 X 125218 0 18849 NAOMI FONTAINE REGISTERED NURSE 40.00 X 120063 0 15191 ALI ANDREWS PATTERSON REGISTERED NURSE 40.00 X 105037 0 31262 KASEY MORRIS REGISTERED NURSE 40.00 X 108236 0 15872 DEANNA SCHLOEMER NURSE PRACTITIONER 40.00 X 118420 0 13309 MONICA ESCALANTE FORMER PRESIDENT (UNTIL 06/24) 40.00 X 129231 0 10109 1228524 0 156186 11 1 1 0 ELEVATED HEALTHCARE SOLUTIONS 8484 N WEST ROAD SALISBURY MD 21801 HOSPICE & PALLIATIVE BILLING & CODING 356452 RETAIL STORE SERVICES INC 5947 SADDLE DRIVE SALISBURY MD 21801 FACILITY MAINTENANCE 101786 2 110870 1506269 322509 1617139 PATIENT SERVICE REV. 624100 15976727 15976727 15976727 196664 196664 608859 338024 591986 77930 16873 260094 276967 276967 56566 110870 32621 23945 23945 299482 319068 -19586 -19586 18071856 15976727 0 477990 17316 17316 576027 390214 168888 16925 10983027 8889461 1813127 280439 183330 148449 30190 4691 1315766 1061305 221104 33357 814728 654455 139348 20925 32768 32768 50489 50489 229438 33745 195693 134462 133396 1066 129795 32795 85894 11106 427054 3900 397180 25974 677623 392705 194369 90549 440643 410416 27327 2900 47504 47504 282137 240444 37610 4083 105210 1830 102431 949 PHARMACY, MEDICAL EQUIP 2275641 2275641 COMMUNICATIONS 134663 90774 41225 2664 DUES AND PUBLICATIONS 89541 2416 82035 5090 OTHER EVENTS 13489 13489 40033 3347 21100 15586 19000684 14696717 3774174 529793 54564 39130 3471482 2516873 96500 61330 2035105 2297378 25678 26589 137757 191922 9951928 2353511 7904262 7598417 2617018 3299599 787518 636351 17129884 16667589 1618967 2103135 2372592 2372591 898386 650585 4889945 5126311 X 12133450 11465865 106489 75413 12239939 11541278 17129884 16667589 -928828 230167 0 X 0 1 X 1 0 X 3804176 1737712 1223311 1751174 1617139 10133512 14186695 13640646 16576090 17957965 15976727 78338123 17990871 15378358 17799401 19709139 17593866 88471635 0 0 0 88471635 39697 39518 31186 106587 196664 413652 39697 39518 31186 106587 196664 413652 31606 56566 88172 18030568 15417876 17830587 19847332 17847096 88973459 0.99440 0.99670 0.00460 0.00290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1357859 1357859 6998012 1056118 5941894 752265 634891 117374 737334 619623 117711 106458 42879 63579 7598417 LEASE LIABILITY - OPERATING 627825 LEASE LIABILITY - FINANCING 22760 650585 18385409 230167 96875 327042 18058367 13489 13489 18071856 19084070 96875 96875 18987195 13489 13489 19000684 PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER EVENT EXPENSES 13,489. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER EVENT EXPENSES 13,489. TASTE OF FINER THINGS 50796 33979 16817 2529 7890 450 321 BLUES ON THE BAY 68357 48951 19406 250 625 3 48283 27940 20343 478 15224 4854 167436 110870 56566 3007 7890 15224 700 5800 32621 23945 1 PARSONS FUND 282 12158 0 N/A N/A BOARD DESIGNATED FUNDS 141 5158 0 N/A N/A PART I, LINE 2: COASTAL HOSPICE REQUIRES A FORM "ALLOCATION FOR GRANT FUNDED SERVICES" TO BE FILLED OUT AND SIGNED BY THE SOCIAL WORK SUPERVISOR BEFORE ANY FUNDS ARE EXPENSED. REGULAR FINANCIAL RECONCILIATIONS ARE REFORMED MONTHLY BY FINANCIAL STAFF. REPORTS ARE GIVEN TO THE PRESIDENT AND DEVELOPMENT TEAM LEADER TO REPORT BACK TO THE GRANTOR. X X X 0 0 0 0 0 0 0 0 0 DR GHULAM WARIS MEDICAL DIRECTOR 257469 0 0 0 0 0 7623 0 0 0 265092 0 0 0 LORENA A LOVELY PRESIDENT 145731 0 0 0 0 0 2600 0 21188 0 169519 0 0 0 MONICA ESCALANTE FORMER PRESIDENT (UNTIL 06/24) 129231 0 0 0 0 0 3853 0 6256 0 139340 0 0 0 PART I, LINE 3 APPROVAL OF PRESIDENT'S SALARY AND INCREASES ARE APPROVED BY THE BOARD CHAIR & THE CHAIR OF THE SEARCH COMMITTEE. X 319980 FMV 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE ACCOUNTANT WILL MAKE ANY FINAL CHANGES AS NEEDED. AFTER CHANGES HAVE BEEN MADE THE FINAL COPY OF THE FORM, THE 990 IS PROVIDED BY THE ACCOUNTANT TO THE BOARD MEMBERS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C POLICIES ARE REVIEWED AND SIGNED ANNUALLY. A CONFLICT MAY EXIST WHERE AN INTERESTED PARTY OR A RELATIVE OR BUSINESS ASSOCIATE OF AN INTERESTED PARTY DIRECTLY OR INDIRECTLY BENEFITS OR PROFITS AS A RESULT OF A DECISION MADE OR TRANSACTION ENTERED INTO BY THE ORGANIZATION. AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY SHOULD BE KNOWN. A DISCLOSURE STATEMENT SHALL BE COMPLETED UPON HIS/HER ASSOCIATION WITH COASTAL HOSPICE, AND SHALL BE UPDATED ANNUALLY THEREAFTER. TO AVOID CONFLICTS OF INTEREST WE NEED TO MAINTAIN STATEMENTS AND POLICIES FOR MANAGING THEM AND EDUCATE THE BOARD ON IDENTIFYING POTENTIAL CONFLICTS. EACH MEMBER OF THE BOARD HAS A RESPONSIBILITY TO ADDRESS ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 APPROVAL OF THE PRESIDENT'S SALARY AND INCREASES ARE BOARD APPROVED. AN ANNUAL EVALUATION IS COMPLETED BY IMMEDIATE SUPERVISOR AND A REVIEW OF WHETHER GOALS WERE MET OR NOT, AREAS OF EXCELLENCE AND AREAS NEEDING IMPROVEMENT IS CONDUCTED. SUPERVISOR DETERMINES BASED ON THE EVALUATION AND REVIEW, IF MERIT INCREASE IS DESERVED. THE PERCENTAGE INCREASE FOR THE YEAR IS SET WHEN THE BUDGET IS CREATED. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN JUNE 2025. 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.