Skip to content
Nonprofiteer
← HOSPICE SERVICE OF LAKE COUNTY

Form 990 for tax year 2023

Filed by HOSPICE SERVICE OF LAKE COUNTY.

Totals

Total revenue
$4,941,333
Total expenses
$4,632,438
Contributions and grants received
$319,810
Grants paid
$0
Program service revenue
$3,745,446
Investment income
$36,990
Other revenue
$839,087
Total assets, end of year
$3,841,773
Total liabilities, end of year
$512,385
Net assets or fund balances, end of year
$3,329,388
Program services expenses (Part IX)
$4,064,961
Management and general expenses
$463,965
Fundraising expenses
$103,512
Program service expenses (Part III)
$4,064,961

Program services were 87.7% 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.

  • 1c · Fundraising events

    $106,971

  • 1f · All other contributions, gifts and grants

    $212,839

  • 2a · Program service revenue: PATIENT CARE

    total $3,745,446 · related or exempt $3,745,446

  • 3 · Investment income

    total $8,341 · excluded $8,341

  • 7a · Gross sales of assets other than inventory

    other assets $28,649

  • 7c · Gain or loss

    other assets $28,649

  • 7d · Net gain or loss

    total $28,649 · excluded $28,649

  • 8a · Fundraising events: contributions included on line 1c

    $106,971

  • 8b · Fundraising events: direct expenses

    $35,371

  • 8c · Net income from fundraising events

    total -$35,371

  • 10a · Gross sales of inventory

    $1,792,380

  • 10b · Cost of goods sold

    $917,922

  • 10c · Net income from sales of inventory

    total $874,458 · related or exempt $874,458

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $65,341 · management and general $65,341

  • 7 · Other salaries and wages

    total $2,429,205 · program services $2,222,529 · management and general $169,617 · fundraising $37,059

  • 8 · Pension plan contributions

    total $121,087 · program services $121,087

  • 9 · Other employee benefits

    total $424,360 · program services $370,258 · management and general $46,862 · fundraising $7,240

  • 13 · Office expenses

    total $62,563 · program services $38,195 · management and general $18,943 · fundraising $5,425

  • 16 · Occupancy

    total $203,625 · program services $158,774 · management and general $44,295 · fundraising $556

  • 17 · Travel

    total $117,677 · program services $108,263 · management and general $7,621 · fundraising $1,793

  • 20 · Interest

    total $27,620 · program services $22,829 · management and general $4,791

  • 22 · Depreciation, depletion and amortization

    total $79,689 · program services $65,823 · management and general $13,866

  • 23 · Insurance

    total $59,354 · program services $36,165 · management and general $22,375 · fundraising $814

  • 24a · Other expenses: PROFESSIONAL FEES

    total $664,371 · program services $661,008 · management and general $842 · fundraising $2,521

  • 24b · Other expenses: BAD DEBT

    total $143,989 · program services $143,989

  • 24c · Other expenses: CONSULTANTS & SUBCONTR

    total $112,299 · program services $77,572 · management and general $28,015 · fundraising $6,712

  • 24d · Other expenses: EVENTS

    total $65,491 · program services $18,858 · management and general $11,353 · fundraising $35,280

  • 24e · All other expenses

    total $55,767 · program services $19,611 · management and general $30,044 · fundraising $6,112

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $737,559 · end of year $896,050

  • 2 · Savings and temporary cash investments

    beginning of year $28,162 · end of year $31,891

  • 4 · Accounts receivable

    beginning of year $320,609 · end of year $577,894

  • 8 · Inventories for sale or use

    beginning of year $222,851 · end of year $201,119

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,292

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

    $2,828,639

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

    $934,845

  • 10c · Land, buildings and equipment, net

    beginning of year $1,973,481 · end of year $1,893,794

  • 11 · Investments: publicly traded securities

    beginning of year $189,413 · end of year $213,450

  • 15 · Other assets

    beginning of year $53,892 · end of year $27,575

  • 17 · Accounts payable and accrued expenses

    beginning of year $128,006 · end of year $105,014

  • 23 · Secured mortgages and notes payable

    beginning of year $148,230 · end of year $161,038

  • 25 · Other liabilities

    beginning of year $243,531 · end of year $246,333

  • 27 · Net assets without donor restrictions

    beginning of year $3,020,492 · end of year $3,329,388

Mission and programs · 2023

Mission

WE SUPPORT AND COMFORT PEOPLE BY PROVIDING THE HIGHEST QUALITY MEDICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL CARE IN PARTNERSHIP WITH OUR CULTURALLY DIVERSE COMMUNITIES.

  • IN 2023, HOSPICE SERVICES OF LAKE COUNTY PROVIDED END OF LIFE CARE TO 278 PATIENTS AND THEIR FAMILIES. THIS CARE WAS PROVIDED BY A TEAM OF REGISTERED NURSES, SOCIAL WORKERS, HOSPICE AIDES, SPIRITUAL CAREGIVERS, VOLUNTEERS, BEREAVEMENT COUNSELORS, LICENSE VOCATIONAL NURSES, AND BEREAVEMENT COUNSELORS. RN CASE MANAGER PLANNED, ORGANIZED AND DIRECTED PATIENT CARE UNDER THE PHYSICIAN'S ORDERS. THE RN CASE MANAGER FACILITATED THE PATIENTS' EFFORTS TOWARD OPTIMAL COMFORT CARE, ACQUISITION OF APPROPRIATE MEDICAL EQUIPMENT AND SUPPLIES, MEDICATION MANAGEMENT, DIETARY COUNSELING, HOME SAFETY, AND LONG TERM PLANNING. HOSPICE AIDES PROVIDED PERSONAL CARE AND ASSISTANCE WITH THE ACTIVITIES OF DAILY LIVING SUCH AS FEEDING AND BATHING. THEY ALSO PROVIDED LIMITED HOUSEHOLD SERVICES THAT MAINTAIN A SAFE AND SANITARY ENVIORNMENT IN THE AREAS OF THE HOME USED BY THE PATIENT.

    Expenses $3,125,917 · Revenue $3,745,446

  • IN 2023, OUR THREE THRIFT STORES CONTRIBUTED A SIZABLE PART OF OUR HOSPICE INCOME AS WELL AS PROVIDING THE COMMUNITY WITH A PLACE TO TAKE THEIR PERSONAL PROPERTY DONATIONS. WE EMPLOY APPROXIMATELY 15 EMPLOYEES AT OUR THREE RETAIL LOCATIONS AS WELL AS OUR RETAIL SUPPORT CENTER. WE ALSO INCREASED THE NUMBER OF VOLUNTEERS IN 2023 AND THEY MAKE A SIZEABLE DIFFERENCE TO OUR PROFIT WITH REDUCED PAID STAFF. THE NET PROFIT FOR 2023 WAS 131,669.00.

    Expenses $792,659

  • IN 2023 HOSPICE SERVICES OF LAKE COUNTY PROVIDED THE FOLLOWING BEREAVEMENT SERVICES: 767 FACE TO FACE, ONE ON ONE AND FAMILY COUNSELLING SESSIONS 1,267 TELEPHONE CONTACTS 2,055 GROUP CONTACTS. GROUPS INCLUDE WEEKLY ONGOING SUPPORT GROUPS, 8-WEEK GRIEF AND LOSS SUPPORT GROUPS (O..ERED THREE TIMES A YEAR) AND LIGHT UP A LIFE MEMORIAL EVENT THE WINGS OF HOPE PROGRAM COMPLETED 154 GROUP, ONE TO ONE & PHONE CONTACTS WITHIN 9 COUNTY SCHOOLS. THREE CAMPS WERE CONDUCTED SERVING 72 FAMILY MEMBERS.

    Expenses $156,013

  • VOLUNTEERS PLAY A CRITICAL ROLE IN FULFILLING THE ORGANIZATION'S MISSION, GOALS AND OBJECTIVES AND ARE A REQUIRED COMPONENT OF THE ORGANIZATION'S COMPLIANCE WITH MEDICARE REIMBURSEMENT REGULATIONS. VOLUNTEERS PROVIDE PATIENT SUPPORT, BEREAVEMENT CAMP ASSISTANCE, CLERICAL SUPPORT, AND PROCESS DONATIONS AND WORK AS CASHIERS IN THE THREE THRIFT STORES, TOTALING 1,611.25 HOURS. NEW VOLUNTEERS UNDERGO 6 HOURS OF HOSPICE SERVICES ORIENTATION. PATIENT AND FAMILY SUPPORT/BEREAVEMENT VOLUNTEERS RECEIVE 12- 14 HOURS OF PATIENT AND FAMILY SUPPORT/BEREAVEMENT TRAINING TO PROVIDE COMPANIONSHIP AND EMOTIONAL SUPPORT FOR THE PATIENTS AND THEIR FAMILIES AND CAREGIVERS. VOLUNTEERS ARE RECOGNIZED WITH AN ANNUAL APPRECIATION LUNCHEON. THE COMMUNITY-BASED PALLIATIVE CARE PROGRAM, LAKE PALLIATIVE CARE, PROVIDES MULTI-DISCIPLINARY SUPPORT TO PATIENTS NOT YET READY FOR HOSPICE CARE.

    Expenses -$9,628

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Scott McFarland

    EXECUTIVE DI

    Total calculated
    $39,603
    From this org
    $37,043
    From related orgs
    $0
    Other
    $2,560
    Hours/week
    40

  • Jonathan Blank

    EXECUTIVE DI

    Total calculated
    $29,473
    From this org
    $28,298
    From related orgs
    $0
    Other
    $1,175
    Hours/week
    40

  • Mark Borghesani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Patty Brunetti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Heidi Flaig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    40

  • Beth Havrilla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    40

  • Tracy Hazelton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Don Hubbard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Dana Kearney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Christina Lasich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • David Neft

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Betty Carolla Pt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Andrew Schwartz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    40

  • Janine Smith-Citron

    DIRECTOR

    Total calculated
    $0
    Hours/week
    40

  • Peter Stanley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Petra Bergstrom

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Diane Tomkins Plante CPA

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • David Flaig

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Janice Hornby

    VICE PRESIDE

    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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.0
Source object
202413209349326581

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

The source document this was parsed from is served over the API, which is where bulk and document access live.