Totals
- Total revenue
- $16,176,539
- Total expenses
- $15,756,653
- Contributions and grants received
- $2,176,523
- Grants paid
- $0
- Program service revenue
- $12,770,628
- Investment income
- $820,856
- Other revenue
- $408,532
- Total assets, end of year
- $40,678,503
- Total liabilities, end of year
- $1,074,276
- Net assets or fund balances, end of year
- $39,604,227
- Program services expenses (Part IX)
- $11,848,462
- Management and general expenses
- $2,617,548
- Fundraising expenses
- $1,290,643
- Program service expenses (Part III)
- $11,848,462
Program services were 75.2% 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
$3,561
-
1f · All other contributions, gifts and grants
$2,172,962
-
2a · Program service revenue: PATIENT SERVICES
total $12,770,628 · related or exempt $12,770,628
-
3 · Investment income
total $820,856 · excluded $820,856
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$710,014
-
8a · Fundraising events: contributions included on line 1c
$3,561
-
8b · Fundraising events: direct expenses
$310,525
-
8c · Net income from fundraising events
total $399,489 · excluded $399,489
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Other Income
total $3 · excluded $3
-
11b · Other revenue: Skilled Nursing Pass-through
total $9,040 · related or exempt $9,040
-
11e · Other revenue, total
$9,043
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $515,223 · program services $412,178 · management and general $103,045
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $7,104,700 · program services $4,921,768 · management and general $1,344,740 · fundraising $838,192
-
8 · Pension plan contributions
total $308,979 · program services $216,285 · management and general $58,706 · fundraising $33,988
-
9 · Other employee benefits
total $1,359,842 · program services $951,889 · management and general $258,370 · fundraising $149,583
-
10 · Payroll taxes
total $612,736 · program services $428,915 · management and general $116,420 · fundraising $67,401
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $144,539 · program services $73,461 · management and general $65,043 · fundraising $6,035
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $168,953 · management and general $168,953
-
11g · Fees: other
total $1,929,345 · program services $1,778,820 · management and general $138,594 · fundraising $11,931
-
12 · Advertising and promotion
total $109,083 · program services $92,721 · fundraising $16,362
-
13 · Office expenses
total $31,801 · program services $22,261 · management and general $6,042 · fundraising $3,498
-
14 · Information technology
total $302,329 · program services $209,783 · management and general $55,290 · fundraising $37,256
-
15 · Royalties
total $0
-
16 · Occupancy
total $350,658 · program services $245,460 · management and general $66,626 · fundraising $38,572
-
17 · Travel
total $3,600 · program services $2,160 · management and general $1,080 · fundraising $360
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $1,319 · program services $1,319
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $222,811 · program services $222,811
-
23 · Insurance
total $176,138 · program services $123,297 · management and general $33,466 · fundraising $19,375
-
24a · Other expenses: DURABLE MEDICAL AND SUPPLIES
total $710,631 · program services $710,631
-
24b · Other expenses: PHARMACY
total $529,492 · program services $529,492
-
24c · Other expenses: BAD DEBTS AND DENIALS
total $460,256 · program services $460,256
-
24d · Other expenses: MILEAGE
total $179,517 · program services $172,732 · management and general $1,883 · fundraising $4,902
-
24e · All other expenses
total $534,701 · program services $272,223 · management and general $199,290 · fundraising $63,188
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,885,369 · end of year $6,457,395
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $17,745 · end of year $19,395
-
4 · Accounts receivable
beginning of year $2,028,252 · end of year $1,753,637
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $216,974 · end of year $306,961
-
10a · Land, buildings and equipment: cost or other basis
$7,094,081
-
10b · Land, buildings and equipment: accumulated depreciation
$4,847,889
-
10c · Land, buildings and equipment, net
beginning of year $2,296,568 · end of year $2,246,192
-
11 · Investments: publicly traded securities
beginning of year $26,586,893 · end of year $29,894,923
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $1,868,123 · end of year $1,074,276
-
19 · Deferred revenue
beginning of year $39,147
-
27 · Net assets without donor restrictions
beginning of year $35,905,914 · end of year $38,131,231
-
28 · Net assets with donor restrictions
beginning of year $1,218,617 · end of year $1,472,996
Mission and programs · 2022
Mission
THE MISSION OF HOSPICE OF SAN JOAQUIN IS TO PROVIDE MEDICAL AND COMPASSIONATE CARE, COUNSELING AND SUPPORT TO TERMINALLY ILL PATIENTS AND THEIR FAMILIES, REGARDLESS OF ABILITY TO PAY, AND TO EDUCATE AND COLLABORATE WITH HEALTH CARE PROVIDERS AND THE PUBLIC IN PROMOTING QUALITY END-OF-LIFE CARE.
-
TO PROVIDE AID AND COMFORT TO TERMINALLY ILL PATIENTS AND THEIR FAMILES ON A PHYSICAL AND SPIRITUAL LEVEL. FOR THE YEAR ENDED JUNE 30, 2023, HOSPICE CLINICAL, NURSING, AND SOCIAL SERVICES STAFF PROVIDED SERVICE UNITS EQUIVALENT TO 47,636 PATIENT DAYS. HOSPICE MAINTANED ADEQUATE OPERATIONS TO SERVE TERMINAL PATIENTS HAVING AN AVERAGE LENGTH OF STAY (ALOS) DURING THE YEAR OF 73 DAYS. THESE PATIENTS RESIDED IN THEIR OWN HOMES, IN HOSPICE HOUSE, IN SKILLED NURSING FACILITIES, RESIDENTIAL CARE FACILITIES, OR HOSPITALS, AS GIVEN CIRCUMSTANCES WARRANTED.BECAUSE OF THE SENSITIVE NATURE OF END-OF-LIFE REFERRALS, AND THE HESITANCY WITH WHICH THE FAMILIES OF TERMINAL PATIENTS ENROLL IN HOSPICE, HOSPICE MONITORS REFERRAL STATISTICS BY SOURCE, SO AS TO ENABLE MANAGEMENT TO EVALUATE THE ADEQUACY OF ITS PUBLIC EDUCATIONAL EFFORTS. FOR THE YEAR ENDED JUNE 30, 2023, REFERRALS FROM HOSPITALS AND CLINICS, PHYSICIANS, SKILLED NURSING FACILITIES, AND RESIDENTIAL CARE FACILITIES DECREASED FROM PRIOR-YEAR AND BUDGETED REFERRALS FOR THE YEAR BY (8%), APPROXIMATING 1,310 REFERRALS.
Expenses $11,848,462 · Revenue $12,770,628
As filed on the 2022 return.
Listed in Part VII
-
Rebecca Burnett
CEO
- Total calculated
- $284,226
- From this org
- $231,955
- From related orgs
- $0
- Other
- $52,271
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $257,880
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $52,271
- Filer's total
- $310,151
-
Heather Stout MBA
CFO
- Total calculated
- $205,072
- From this org
- $163,616
- From related orgs
- $0
- Other
- $41,456
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,616
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $41,456
- Filer's total
- $205,072
-
Kristel Luna
RN GIP Admissions
- Total calculated
- $187,093
- From this org
- $178,122
- From related orgs
- $0
- Other
- $8,971
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,122
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $8,971
- Filer's total
- $187,093
-
Cheryl Berglund
Hospice House Dir
- Total calculated
- $170,553
- From this org
- $161,650
- From related orgs
- $0
- Other
- $8,903
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,650
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $8,903
- Filer's total
- $170,553
-
Erica Gutierrez
rn case manager
- Total calculated
- $164,388
- From this org
- $146,364
- From related orgs
- $0
- Other
- $18,024
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,364
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $18,024
- Filer's total
- $164,388
-
Christopher Gambol
RN Admissions
- Total calculated
- $163,314
- From this org
- $137,297
- From related orgs
- $0
- Other
- $26,017
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,297
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $26,017
- Filer's total
- $163,314
-
Marilou Mercado
RN case manager
- Total calculated
- $162,447
- From this org
- $153,476
- From related orgs
- $0
- Other
- $8,971
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,476
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $8,971
- Filer's total
- $162,447
-
Pat Collier
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Malik K Rahman
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Rebecca Sanders
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Frances Langston
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Gary Pickell
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Kirti Solanki
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Nicole Bettencourt
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Gary Cooper
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Gayle Asuncion
Secretary
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul Balestracci
Vice President
- Total calculated
- $0
- Hours/week
- 0.5
-
Donna J Kane CFP
President
- Total calculated
- $0
- Hours/week
- 0.5
-
Lou Meyer
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
-
Penny Mallette
Director
- 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. 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
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401309349304380
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