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Nonprofiteer
← HOSPICE OF LUBBOCK INC

Form 990 for tax year 2022

Filed by HOSPICE OF LUBBOCK INC.

Totals

Total revenue
$12,861,412
Total expenses
$12,558,669
Contributions and grants received
$1,189,125
Grants paid
$706
Program services expenses (Part IX)
$12,508,317
Management and general expenses
$50,352
Fundraising expenses
$0
Program service expenses (Part III)
$12,508,317

Program services were 99.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES KELLY

    FRMR OFF. - VP SENIOR CORP COUNSEL

    Total calculated
    $687,399
    From this org
    $0
    From related orgs
    $604,046
    Other
    $83,353
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $342,441 related
    Bonus
    $0 + $172,339 related
    Other
    $0 + $89,266 related
    Deferred
    $0 + $68,063 related
    Nontaxable benefits
    $0 + $15,290 related
    Filer's total
    $0 + $687,399 related

  • JEREMY L BROWN MD

    EXEC DIRECTOR/CEO/MEDICAL DIRECTOR

    Total calculated
    $468,328
    From this org
    $0
    From related orgs
    $433,734
    Other
    $34,594
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $377,336 related
    Bonus
    $0 + $33,203 related
    Other
    $0 + $23,195 related
    Deferred
    $0 + $7,213 related
    Nontaxable benefits
    $0 + $27,381 related
    Filer's total
    $0 + $468,328 related

  • MELONIE PIPES

    CFO

    Total calculated
    $317,149
    From this org
    $0
    From related orgs
    $280,291
    Other
    $36,858
    Hours/week
    22 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,132 related
    Bonus
    $0 + $65,557 related
    Other
    $0 + $21,602 related
    Deferred
    $0 + $12,778 related
    Nontaxable benefits
    $0 + $24,080 related
    Filer's total
    $0 + $317,149 related

  • LINDZI TIMBERLAKE

    SECRETARY

    Total calculated
    $247,668
    From this org
    $0
    From related orgs
    $225,368
    Other
    $22,300
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,359 related
    Bonus
    $0 + $46,635 related
    Other
    $0 + $374 related
    Deferred
    $0 + $8,744 related
    Nontaxable benefits
    $0 + $13,556 related
    Filer's total
    $0 + $247,668 related

  • LAURA SAWYER

    ADMISSIONS RN

    Total calculated
    $164,775
    From this org
    $133,273
    From related orgs
    $0
    Other
    $31,502
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $115,613
    Bonus
    $17,660
    Other
    $0
    Deferred
    $7,076
    Nontaxable benefits
    $24,426
    Filer's total
    $164,775

  • CASSANDRA JUSTUS

    HOSPICE CARE MGR RN

    Total calculated
    $158,792
    From this org
    $128,328
    From related orgs
    $0
    Other
    $30,464
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $110,531
    Bonus
    $17,680
    Other
    $117
    Deferred
    $5,292
    Nontaxable benefits
    $25,172
    Filer's total
    $158,792

  • CINDY LAND

    MGR, NURSING

    Total calculated
    $136,682
    From this org
    $119,040
    From related orgs
    $0
    Other
    $17,642
    Hours/week
    50

  • LESLIE MAUL

    NURSE PRACTITIONER

    Total calculated
    $134,966
    From this org
    $107,543
    From related orgs
    $0
    Other
    $27,423
    Hours/week
    50

  • NATALIE PATRIDGE

    LEAD HOSPICE CARE MGR RN

    Total calculated
    $134,817
    From this org
    $116,755
    From related orgs
    $0
    Other
    $18,062
    Hours/week
    50

  • BRAD AGEE

    BOARD MEMBER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BRADLEY WHITE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • KAREN GIIBSON

    BOARD MEMBER/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KYLE PHILLIPS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LAURA STORY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • LISA ROBERTSON

    BOARD MEMBER/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARILY MURFEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • PATTY FREIER

    BOARD MEMBER - THRU 5/22

    Total calculated
    $0
    Hours/week
    0.5

  • SARAH CAMERON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • TIANA HAYSLIP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

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 — 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
PROVIDENCE EXPENSE REIMBURSEMENT PROCEDURES INCLUDE THE FOLLOWING POLICIES: FIRST CLASS TRAVEL OR CHARTER TRAVEL AIR TRAVEL IS GENERALLY REIMBURSABLE AT THE LEAST EXPENSIVE AIRFARE WHICH PERMITS DEPARTURES AND ARRIVALS AT REASONABLE TIMES AND REASONABLE DISTANCE TRAVELED. EMPLOYEES ARE ENCOURAGED TO PLAN IN ADVANCE TO GET AVAILABLE DISCOUNTS. AIRLINE FREQUENT FLYER UPGRADES WILL NEVER BE REIMBURSED. IN LIMITED SITUATIONS FIRST CLASS TICKETS AND CHARTER MAY BE REIMBURSED WHEN APPROVED BY A SENIOR LEVEL SUPERVISOR. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS TAX INDEMNIFICATIONS OR GROSS-UP PAYMENTS - RELOCATION PROVIDENCE FOLLOWS THE FEDERAL AND STATE TAXATION LAWS RELATED TO RELOCATION EXPENSES PAID TO THE EMPLOYEE OR TO A THIRD PARTY ON THE EMPLOYEE'S BEHALF. THEY ARE CONSIDERED TAXABLE WAGES AND ARE REPORTED AS SUCH. BASED ON THE WAY PROVIDENCE HAS CHOSEN TO PAY THE RELOCATION EXPENSES, PROVIDENCE REPORTS REIMBURSEMENTS AND PAYMENTS TO VENDORS AS INCOME AND THESE EXPENSE PAYMENTS ARE REFLECTED ON THE EXECUTIVE'S FORM W-2. PROVIDENCE PROVIDES A GROSS-UP FOR THE RELOCATION BENEFITS, SO THAT A PORTION OF THE REIMBURSEMENT DOES NOT HAVE TO BE USED TO PAY TAXES, AND THIS TAX GROSS-UP IS ALSO REPORTED AS TAXABLE INCOME. THE AMOUNTS REPORTED FOR THESE GROSS-UP PAYMENTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990. TAX INDEMNIFICATIONS OR GROSS-UP PAYMENTS - FINANCIAL/RETIREMENT PLANNING PROVIDENCE FOLLOWS THE FEDERAL AND STATE TAXATION LAWS RELATED TO FINANCIAL AND RETIREMENT PLANNING EXPENSES PAID TO THE EMPLOYEE OR TO A THIRD PARTY ON THE EMPLOYEE'S BEHALF. THEY ARE CONSIDERED TAXABLE WAGES AND ARE REPORTED AS SUCH. BASED ON THE WAY PROVIDENCE HAS CHOSEN TO PAY THESE OTHER EXPENSES, PROVIDENCE REPORTS REIMBURSEMENTS AND PAYMENTS TO VENDORS AS INCOME AND THESE EXPENSE PAYMENTS ARE REFLECTED ON THE EXECUTIVE'S FORM W-2. PROVIDENCE PROVIDES A GROSS-UP FOR THIS BENEFIT, SO THAT A PORTION OF THE PAYMENT DOES NOT HAVE TO BE USED TO PAY TAXES, AND THIS TAX GROSS-UP IS ALSO REPORTED AS TAXABLE INCOME. THE AMOUNTS REPORTED FOR THESE GROSS-UP PAYMENTS ARE INCLUDED ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990. PERSONAL SERVICES PROVIDENCE OFFERS FINANCIAL PLANNING SERVICES AS AN OPTIONAL BENEFIT TO EMPLOYEES AT VICE PRESIDENT LEVEL AND ABOVE. THE AMOUNTS REPORTED FOR THE FINANCIAL PLANNING SERVICES ARE INCLUDED AS TAXABLE INCOME ON SCHEDULE J, PART II, COLUMN B (III) - OTHER REPORTABLE COMPENSATION ON THE FORM 990 FOR THE EMPLOYEES WHO PARTICIPATE.
PART I, LINE 3
DESCRIPTION OF PROCESS TO REVIEW COMPENSATION PAID TO TOP MANAGEMENT OFFICIAL THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER/TOP MANAGEMENT OFFICIAL IS PAID BY A RELATED TAX-EXEMPT ORGANIZATION, COVENANT MEDICAL GROUP, AND IS DISCLOSED AS A PERSON PAID BY A RELATED ORGANIZATION. SEE SCHEDULE O, PART VI, LINE 15A FOR THE PROCESS USED BY PROVIDENCE.
PART I, LINE 4B
ENTITIES WITHIN THE PROVIDENCE SYSTEM SPONSOR NON-QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS FOR CERTAIN EXECUTIVES. THE PLANS PROVIDE FOR EMPLOYER CONTRIBUTIONS BASED ON A PERCENTAGE OF EXECUTIVE BASE SALARY AND, DEPENDING ON THE PLAN, ARE SUBJECT TO EITHER A THREE YEAR, AGE 59 1/2 OR A FIVE YEAR, AGE 65 VESTING SCHEDULE. UNTIL THE EXECUTIVE PROVIDES THESE SUBSTANTIAL FUTURE SERVICES, THESE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE AT RISK, AND WILL BE FORFEITED IF THE EXECUTIVE LEAVES THE ORGANIZATION BEFORE REACHING HER OR HIS VESTING DATE. THE SUPPLEMENTAL RETIREMENT CONTRIBUTIONS ARE INCLUDED IN COLUMN (C) AS A NONTAXABLE BENEFIT IN THE YEAR THE CONTRIBUTION IS CREDITED TO THE EXECUTIVE'S ACCOUNT, AND ARE INCLUDED AGAIN ON THE FORM 990 IN COLUMN (B)(III) IF AND WHEN THE AMOUNT BECOMES VESTED IN A FUTURE YEAR, AS THE FORM 990 REQUIRES. THE FOLLOWING INDIVIDUALS RECEIVED A PAYOUT DURING THE CURRENT YEAR: JAMES KELLY - $88,487
PART I, LINE 7
NON-FIXED PAYMENTS THE PROVIDENCE EXECUTIVE COMPENSATION COMMITTEE (OF THE BOARD) HAS APPROVED AN EXECUTIVE COMPENSATION PHILOSOPHY THAT CLOSELY TIES AN EXECUTIVE'S COMPENSATION TO PERFORMANCE - BOTH THE PERFORMANCE OF THE ORGANIZATION AND THE PERFORMANCE OF THE EXECUTIVE. THERE IS NO GUARANTEE THAT THIS PART OF A LEADER'S COMPENSATION WILL BE PAID - IF THE PERFORMANCE OF THE ORGANIZATION OR OF THE INDIVIDUAL DOES NOT MEET THE PERFORMANCE STANDARDS FOR PAYMENT, NO PERFORMANCE-BASED PAYMENT IS MADE. THIS APPROACH IS REFLECTED IN PROVIDENCE'S LEADERSHIP ANNUAL INCENTIVE PLAN AND LONG-TERM INCENTIVE PLAN, WHICH ARE PERFORMANCE-BASED ANNUAL INCENTIVE PLANS THAT AFFORD PARTICIPATING EXECUTIVES THE OPPORTUNITY TO EARN "AT RISK" COMPENSATION THROUGH PERFORMANCE AGAINST VERY CHALLENGING GOALS. PAYOUTS WILL BE AWARDED BASED ON GOALS RELATED TO STRATEGIC OBJECTIVES, FISCAL STEWARDSHIP AND QUALITY OF CARE - THESE GOALS ARE SET BEFORE THE YEAR BEGINS AND ARE VERY CHALLENGING. THE EXECUTIVE COMPENSATION COMMITTEE REVIEWS AND APPROVES EACH YEAR'S PERFORMANCE GOALS TO MAKE SURE THEY ARE SUFFICIENTLY CHALLENGING, AND TO MAKE SURE THE GOALS ARE DESIGNED TO HELP PROVIDENCE MEET ITS MISSION AND STRATEGIC PURPOSES. EACH YEAR THE PSJH BOARD EXECUTIVE COMPENSATION COMMITTEE REVIEWS THE INCENTIVE PERFORMANCE AND MUST CERTIFY THE ACHIEVEMENT OF PERFORMANCE GOALS BEFORE ANY AWARDS ARE PAID OUT. WHEN REVIEWING AND APPROVING TOTAL COMPENSATION FOR EXECUTIVES, THE EXECUTIVE COMPENSATION COMMITTEE INCLUDES INCENTIVE AWARDS, TO MAKE SURE THAT COMPENSATION IS REASONABLE AND WELL-SUPPORTED BY MARKET DATA. THE COMMITTEE CONSISTS ONLY OF DIRECTORS WHO ARE FREE OF CONFLICTS OF INTEREST, AND THE COMMITTEE RELIES ON MARKET SURVEY DATA GATHERED BY AN INDEPENDENT CONSULTANT. THE COMMITTEE CONDUCTS THIS REVIEW AND APPROVAL PROCESS IN A MANNER THAT IS IN ACCORDANCE WITH IRS REQUIREMENTS FOR COMPENSATION OF TAX-EXEMPT ORGANIZATION LEADERS, AND IN ACCORDANCE WITH THE BEST GOVERNANCE PRACTICES IN THE INDUSTRY.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202313189349303416

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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