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Nonprofiteer
← HOSPICE OF MARION COUNTY INC

Form 990 for tax year 2024

Filed by HOSPICE OF MARION COUNTY INC.

Totals

Total revenue
$49,451,759
Total expenses
$49,014,682
Contributions and grants received
$1,140,297
Grants paid
$0
Program service revenue
$47,840,686
Investment income
$440,893
Other revenue
$29,883
Total assets, end of year
$58,512,313
Total liabilities, end of year
$4,786,966
Net assets or fund balances, end of year
$53,725,347
Program services expenses (Part IX)
$41,201,314
Management and general expenses
$7,813,246
Fundraising expenses
$122
Program service expenses (Part III)
$41,201,314

Program services were 84.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,140,297

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $47,840,686 · related or exempt $47,840,686

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $459,525 · excluded $459,525

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $2,300

  • 7b · Less cost or other basis and sales expenses

    securities $20,932 · other assets $0

  • 7c · Gain or loss

    securities -$20,932 · other assets $2,300

  • 7d · Net gain or loss

    total -$18,632 · excluded -$18,632

  • 10a · Gross sales of inventory

    $13,191

  • 10b · Cost of goods sold

    $7,386

  • 10c · Net income from sales of inventory

    total $5,805 · unrelated business $5,805

  • 11a · Other revenue: OTHER REVENUE

    total $24,078 · related or exempt $24,078

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $24,078

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $353,221 · program services $348,435 · management and general $4,786

  • 7 · Other salaries and wages

    total $18,148,095 · program services $17,902,172 · management and general $245,923

  • 8 · Pension plan contributions

    total $434,323 · program services $429,370 · management and general $4,953

  • 9 · Other employee benefits

    total $3,724,399 · program services $3,696,036 · management and general $28,363

  • 10 · Payroll taxes

    total $1,356,127 · program services $1,339,874 · management and general $16,253

  • 11a · Fees: management

    total $6,229,604 · program services $140,731 · management and general $6,088,873

  • 11b · Fees: legal

    total $875 · management and general $875

  • 11c · Fees: accounting

    total $13,800 · management and general $13,800

  • 11f · Fees: investment management

    total $38,996 · management and general $38,996

  • 11g · Fees: other

    total $11,107,732 · program services $10,457,287 · management and general $650,445 · fundraising $0

  • 12 · Advertising and promotion

    total $20,805 · program services $9,671 · management and general $11,134

  • 13 · Office expenses

    total $225,448 · program services $134,555 · management and general $90,893

  • 14 · Information technology

    total $236,947 · program services $236,947

  • 16 · Occupancy

    total $1,674,530 · program services $1,190,077 · management and general $484,331 · fundraising $122

  • 17 · Travel

    total $360,582 · program services $360,169 · management and general $413

  • 19 · Conferences, conventions and meetings

    total $29,656 · program services $25,948 · management and general $3,708

  • 22 · Depreciation, depletion and amortization

    total $1,415,028 · program services $1,415,028

  • 23 · Insurance

    total $264,231 · program services $264,231

  • 24a · Other expenses: MEDICAL AND SMALL EQUIPMENT

    total $1,962,166 · program services $1,932,657 · management and general $29,509

  • 24b · Other expenses: PATIENT MEDICATION

    total $895,234 · program services $895,234

  • 24c · Other expenses: HOUSEKEEPING/LAUNDRY

    total $261,585 · program services $236,876 · management and general $24,709

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $111,071 · program services $111,071

  • 24e · All other expenses

    total $150,227 · program services $74,945 · management and general $75,282 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,525 · end of year $9,275

  • 2 · Savings and temporary cash investments

    beginning of year $1,471,959 · end of year $1,300,390

  • 4 · Accounts receivable

    beginning of year $6,560,318 · end of year $5,040,317

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $30,357 · end of year $22,793

  • 9 · Prepaid expenses and deferred charges

    beginning of year $428,424 · end of year $211,123

  • 10a · Land, buildings and equipment: cost or other basis

    $35,724,626

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,652,139

  • 10c · Land, buildings and equipment, net

    beginning of year $32,528,744 · end of year $32,072,487

  • 11 · Investments: publicly traded securities

    beginning of year $12,539,662 · end of year $14,072,446

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $2,462,840 · end of year $5,783,482

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,998,036 · end of year $2,651,039

  • 19 · Deferred revenue

    beginning of year $1,080

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $907,586 · end of year $2,135,927

  • 27 · Net assets without donor restrictions

    beginning of year $52,127,127 · end of year $53,725,347

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

HOSPICE OF MARION COUNTY (HMC) PROVIDES END-OF-LIFE CARE AND SERVICES TO RESIDENTS OF ALL AGES, REGARDLESS OF THEIR ABILITY TO PAY.

  • HOSPICE OF MARION COUNTY PROVIDES COMFORT CENTERED CARE TO RESIDENTS OF MARION COUNTY WITH ADVANCING ILLNESS (A PROGNOSIS OF 6 MONTHS OR LESS). WE COORDINATE AN EXTENSIVE PLAN OF CARE OVERSEEN BY AN INTERDISCIPLINARY TEAM OF MEDICAL PROFESSIONALS, INCLUDING PHYSICIANS, NURSES, CERTIFIED NURSING ASSISTANTS, SOCIAL WORKERS, CHAPLAINS, PHARMACISTS, BEREAVEMENT FACILITATORS AND TRAINED VOLUNTEERS, WHO ADDRESS THE PATIENT'S PHYSICAL, EMOTIONAL, PSYCHOLOGICAL, SOCIAL AND SPIRITUAL NEEDS. THE HOSPICE TEAM GUIDES PATIENTS AND THEIR FAMILIES THROUGH THE DIFFICULTIES OF DEALING WITH A LIFE-LIMITING ILLNESS BY PROVIDING COMPASSIONATE CARE IN ONE'S OWN HOME, IN ONE OF OUR THREE HOSPICE HOUSES, ASSISTED LIVING FACILITIES, NURSING HOMES OR ANYWHERE A PATIENT CALLS HOME. HOSPICE OF MARION COUNTY PROVIDED 179,151 PATIENT DAYS OF HOSPICE CARE TO PATIENTS AND THEIR (CONTINUED ON SCHEDULE O) FAMILIES THROUGHOUT MARION COUNTY. DURING FY25 AND PROVIDED OVER $1,034,599 IN UNREIMBURSED SERVICES AND COMMUNITY BENEFITS, FULFILLING A KEY PART OF TIDEWELL'S MISSION TO SERVE ALL THOSE IN NEED, REGARDLESS OF THEIR ABILITY TO PAY. HOSPICE OF MARION COUNTY PROVIDED 8,237 PATIENT DAYS OF HOSPICE HOUSE CARE TO PATIENTS AND THEIR FAMILIES IN FY25.

    Expenses $39,359,762 · Revenue $46,075,211

  • OUR FAMILY OF COMPANIES FORM A CONTINUUM OF CARE CENTERED ON THE INDIVIDUAL PATIENT'S AND FAMILY'S NEEDS. HOSPICE OF MARION COUNTY'S AFFILIATED COMPANIES, FLORIDA PALLIATIVE EQUIPMENT LLC D/B/A ACCENT MEDICAL (DURABLE MEDICAL EQUIPMENT COMPANY) AND THE CENTER FOR COMPREHENSIVE PALLIATIVE CARE (CCPC) CONSULTING PRACTITIONER PROGRAM ARE BOTH WHOLLY OWNED LLCS AND COMPLEMENT THE PARENT COMPANY'S OFFERINGS, SHARING IN ITS COMMITMENT TO THE HIGHEST STANDARDS OF EXCELLENCE FOR PATIENTS, RESIDENTS, AND THEIR FAMILIES. CCPC WAS THE ONLY PALLIATIVE CONSULTING COMPANY IN THE NATION RECOGNIZED FOR EXCELLENCE AND AS A MODEL FOR OTHERS BY THE NATIONAL CONSENSUS PROJECT FOR ITS EXPERT MANAGEMENT OF PAIN AND SYMPTOMS FOR PATIENTS AT ANY STAGE IN THEIR ILLNESS IN THE HOSPITAL SETTING; THAT CARE HAS EXTENDED TO FACILITIES AND SOME HOME VISITS. THE COORDINATED RELATIONSHIPS BETWEEN OUR COMPANIES ENSURE AN EXCEPTIONAL RANGE OF SERVICES WHICH OFTEN REDUCES COSTS AND OFFERS CONSISTENCY OF CARE. EACH COMPANY IS A DISTINCT LLC WITHIN ITS AREA OF EXPERTISE, STAFF AND MANAGEMENT.

    Expenses $1,528,726 · Revenue $1,789,553

  • HOSPICE OF MARION COUNTY OFFERS NUMEROUS OPPORTUNITIES TO ENHANCE COMMUNITY EDUCATION, GRIEF SUPPORT AND CAREGIVER RESOURCES. WHEN A FAMILY IS OVERWHELMED BY THE NEWS OF ADVANCING ILLNESS, OUR STAFF IS STANDING BY TO ASSIST WITH THE NECESSARY INFORMATION AND CONNECTIONS TO HELP OTHERS MAKE INFORMED DECISIONS THAT ARE BEST FOR THEIR FAMILY. OUR ANCILLARY PROGRAMS INCLUDE A PRE-HOSPICE PROGRAM, TRANSITIONS, NANCY RENYHART CENTER FOR DEMENTIA EDUCATION TO TRAIN THE CARE GIVERS OF THOSE SUFFERING WITH DEMENTIA, TELEMONITORING UNITS IN THE HOME, FAITH-BASED TRAININGS, LIVING WITH CHRONIC DISEASE WORKSHOPS, GRIEF SEMINARS AND BEREAVEMENT CAMP FOR YOUNGSTERS AGED 5-12 AND TEENS ALL SUPPORTED BY GENEROUS DONATIONS THUS AVAILABLE AT NO CHARGE TO THE PUBLIC. OUR GOAL IS TO ENLIGHTEN THE PUBLIC BY DEMYSTIFYING THE ROLE OF HOSPICE CARE TO ENCOURAGE EARLIER REFERRALS SO THAT EVERY PATIENT IN MARION COUNTY MAY LIVE LIFE TO THE FULLEST, DESPITE THE ADVANCEMENT OF SERIOUS ILLNESS.

    Expenses $312,826

As filed on the 2024 return.

Listed in Part VII

  • Donna Heath

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michael Torres MD

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Michelle Stone

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • Rich Larkin

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Carlos Tobon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Diana Holder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Heather Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • James Chicklo MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeffrey Sauey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jim Hilty

    PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Joan Rector

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kenneth Daley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Richard Rivera

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Christy Hendricks

    EMPATH CHIEF LEGAL OFFICER

    Total calculated
    $461,493
    From this org
    $0
    From related orgs
    $407,068
    Other
    $54,425
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,118 related
    Bonus
    $0 + $5,918 related
    Other
    $0 + $1,032 related
    Deferred
    $0 + $23,718 related
    Nontaxable benefits
    $0 + $30,707 related
    Filer's total
    $0 + $461,493 related

  • Jonathan Fleece

    EMPATH CEO/PRESIDENT

    Total calculated
    $792,410
    From this org
    $0
    From related orgs
    $727,103
    Other
    $65,307
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $726,071 related
    Bonus
    $0
    Other
    $0 + $1,032 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $34,807 related
    Filer's total
    $0 + $792,410 related

  • Saida Bouhamid

    EMPATH CHIEF FINANCIAL OFFICER

    Total calculated
    $508,497
    From this org
    $0
    From related orgs
    $452,474
    Other
    $56,023
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,442 related
    Bonus
    $0
    Other
    $0 + $1,032 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $25,523 related
    Filer's total
    $0 + $508,497 related

  • Tarrah L Lowry

    CHIEF OPERATING OFFICER

    Total calculated
    $671,396
    From this org
    $0
    From related orgs
    $616,625
    Other
    $54,771
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $465,848 related
    Bonus
    $0 + $138,624 related
    Other
    $0 + $12,153 related
    Deferred
    $0 + $30,600 related
    Nontaxable benefits
    $0 + $24,171 related
    Filer's total
    $0 + $671,396 related

  • Mery J Lossada

    CHIEF MEDICAL OFFICER

    Total calculated
    $380,767
    From this org
    $321,515
    From related orgs
    $0
    Other
    $59,252
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,983
    Bonus
    $17,500
    Other
    $1,032
    Deferred
    $30,500
    Nontaxable benefits
    $28,752
    Filer's total
    $380,767

  • Axel Martinez

    MEDICAL DIRECTOR

    Total calculated
    $251,821
    From this org
    $223,439
    From related orgs
    $0
    Other
    $28,382
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,222
    Bonus
    $0
    Other
    $217
    Deferred
    $8,846
    Nontaxable benefits
    $19,536
    Filer's total
    $251,821

  • David Swift

    PHARMACIST

    Total calculated
    $196,870
    From this org
    $158,940
    From related orgs
    $0
    Other
    $37,930
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,648
    Bonus
    $0
    Other
    $292
    Deferred
    $19,652
    Nontaxable benefits
    $18,278
    Filer's total
    $196,870

  • Jeremy Jose Olloqui

    MEDICAL DIRECTOR

    Total calculated
    $243,832
    From this org
    $199,101
    From related orgs
    $0
    Other
    $44,731
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,925
    Bonus
    $0
    Other
    $176
    Deferred
    $7,834
    Nontaxable benefits
    $36,897
    Filer's total
    $243,832

  • Tamara Lopez Diaz

    MEDICAL DIRECTOR

    Total calculated
    $257,662
    From this org
    $221,882
    From related orgs
    $0
    Other
    $35,780
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,432
    Bonus
    $0
    Other
    $450
    Deferred
    $18,097
    Nontaxable benefits
    $17,683
    Filer's total
    $257,662

  • Vilmarie Velez Diaz

    MEDICAL DIRECTOR

    Total calculated
    $257,269
    From this org
    $238,997
    From related orgs
    $0
    Other
    $18,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,470
    Bonus
    $0
    Other
    $527
    Deferred
    $9,232
    Nontaxable benefits
    $9,040
    Filer's total
    $257,269

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
THE COMPENSATION OF THE PRESIDENT/CEO AND THE EXECUTIVE DIRECTOR IS DETERMINED BY EMPATH-STRATUM, INC. ("ESI"), A RELATED 501(C)(3) ORGANIZATION. ESI USES THE FOLLOWING TO DETERMINE THEIR COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEYS OR STUDIES - APPROVAL BY THE BOARD OF DIRECTORS/COMPENSATION COMMITTEE
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
THE FOLLOWING INDIVDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED THE FOLLOWING AMOUNTS THAT WERE VESTED DURING CALENDAR YEAR 2024. -JONATHAN FLEECE $0 -TARRAH L. LOWRY $11,187

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • FLORIDA PALLIATIVE EQUIPMENT LLC

    DURABLE MEDICAL EQUIPMENT · FL · income $1,412,844 · assets $525,561

    Directly controlled by HMC

  • CENTER FOR COMPREHENSIVE PALLIATIVE CARE

    PALLIATIVE · FL · income $926,732 · assets $348,032

    Directly controlled by HMC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HEAL AT HOME HEALTHCARE LLC

    S CORPORATION · HOME HEALTH CARE · FL · controlled entity

    Directly controlled by NA

  • HOSPICE SYSTEMS INC

    C CORPORATION · JOINT VENTURE IN SPECIAL NEEDS PLAN · FL · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.1
Source object
202622259349302822

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