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Nonprofiteer
← HOSPICE OF MARION COUNTY FOUNDATION INC

Form 990 for tax year 2022

Filed by HOSPICE OF MARION COUNTY FOUNDATION INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 25 February 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$1,879,368
Total expenses
$615,692
Contributions and grants received
$1,724,649
Grants paid
$0
Program service revenue
$0
Investment income
$154,537
Other revenue
$182
Total assets, end of year
$13,493,949
Total liabilities, end of year
$126,458
Net assets or fund balances, end of year
$13,367,491
Program services expenses (Part IX)
$467,496
Management and general expenses
$53,780
Fundraising expenses
$94,416
Program service expenses (Part III)
$467,496

Program services were 75.9% 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

    $270

  • 1d · Related organizations

    $296,003

  • 1f · All other contributions, gifts and grants

    $1,428,376

  • 1g · Noncash contributions included above

    $863,061

  • 3 · Investment income

    total $47,438 · excluded $47,438

  • 7a · Gross sales of assets other than inventory

    securities $107,099

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

    securities $0

  • 7c · Gain or loss

    securities $107,099

  • 7d · Net gain or loss

    total $107,099 · excluded $107,099

  • 8a · Fundraising events: gross income

    $0

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

    $270

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 10a · Gross sales of inventory

    $863,243

  • 10b · Cost of goods sold

    $863,061

  • 10c · Net income from sales of inventory

    total $182 · related or exempt $182

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $150,977 · program services $104,074 · management and general $46,903

  • 11f · Fees: investment management

    total $6,877 · management and general $6,877

  • 11g · Fees: other

    total $325,579 · program services $247,843 · fundraising $77,736

  • 12 · Advertising and promotion

    total $2,902 · program services $655 · fundraising $2,247

  • 13 · Office expenses

    total $14,377 · program services $10,914 · fundraising $3,463

  • 16 · Occupancy

    total $53,548 · program services $51,461 · fundraising $2,087

  • 24a · Other expenses: MISCELLANEOUS

    total $47,014 · program services $40,096 · fundraising $6,918

  • 24b · Other expenses: FUNDRAISING GRANT EXPEN

    total $12,036 · program services $12,036

  • 24c · Other expenses: FOOD

    total $2,101 · program services $136 · fundraising $1,965

  • 24d · Other expenses: MEDICAL AND SMALL EQUIP

    total $281 · program services $281

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $285

  • 4 · Accounts receivable

    end of year $1,370

  • 9 · Prepaid expenses and deferred charges

    end of year $36,773

  • 12 · Investments: other securities

    end of year $12,546,454

  • 15 · Other assets

    beginning of year $0 · end of year $909,067

  • 17 · Accounts payable and accrued expenses

    end of year $11,498

  • 19 · Deferred revenue

    end of year $114,960

  • 27 · Net assets without donor restrictions

    end of year $13,367,491

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO SUPPORT HOSPICE OF MARION COUNTY, INC. WHICH PROVIDES CHARITABLE HOSPICE CARE, GRIEF AND BEREAVEMENT SERVICES AT NO CHARGE FOR ANYONE IN MARION COUNTY, DEMENTIA EDUCATION AND SUPPORT, VETERAN PROGRAMMING AND MORE.

Activities or mission (Part I)

TO SUPPORT HOSPICE OF MARION COUNTY, INC. WHICH PROVIDES CHARITABLE HOSPICE CARE, GRIEF AND BEREAVEMENT SERVICES AT NO CHARGE FOR ANYONE IN MARION COUNTY, DEMENTIA EDUCATION AND SUPPORT, VETERAN PROGRAMMING AND MORE.

  • HOSPICE OF MARION COUNTY FOUNDATION PROVIDES FUNDING IN SUPPORT OF THE DAILY OPERATIONS OF HOSPICE OF MARION COUNTY, INC. A 501(C)(3) ORGANIZATION WHICH PROVIDES CHARITABLE HOSPICE CARE, GRIEF AND BEREAVEMENT SERVICES AT NO CHARGE FOR ANYONE IN MARION COUNTY, DEMENTIA EDUCATION AND SUPPORT, VETERAN PROGRAMMING AND MORE.

    Expenses $467,496

As filed on the 2022 return.

Listed in Part VII

  • Jonathan Fleece

    EMPATH CEO/PRESIDENT

    Total calculated
    $684,311
    From this org
    $0
    From related orgs
    $624,034
    Other
    $60,277
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $549,965 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $24,069 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $33,277 related
    Filer's total
    $0 + $684,311 related

  • Saida Bouhamid

    EMPATH CHIEF FINANCIAL OFFICER

    Total calculated
    $502,381
    From this org
    $0
    From related orgs
    $452,197
    Other
    $50,184
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,809 related
    Bonus
    $0 + $32,522 related
    Other
    $0 + $22,866 related
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0 + $23,184 related
    Filer's total
    $0 + $502,381 related

  • Christy Hendricks

    EMPATH CHIEF LEGAL OFFICER

    Total calculated
    $191,636
    From this org
    $0
    From related orgs
    $175,078
    Other
    $16,558
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,092 related
    Bonus
    $0 + $5,626 related
    Other
    $0 + $20,360 related
    Deferred
    $0 + $5,917 related
    Nontaxable benefits
    $0 + $10,641 related
    Filer's total
    $0 + $191,636 related

  • Cynthia Moody

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Sauey

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Adrianne Riviere

    SUPPORT COORDINATOR

    Total calculated
    $0
    Hours/week
    1

  • Connie Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • James Chicklo MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ed Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chester Weber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

The filer's explanations (Part III)

PART I, LINE 7
THE BONUSES OF ALL EMPLOYEES, OTHER THAN THE CEO, WERE AWARDED AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE BONUS OF THE CEO IS WRITTEN INTO HIS EMPLOYMENT CONTRACT AND IS AWARDED ANNUALLY BASED UPON THE ACHIEVEMENT OF CERTAIN ORGANIZATIONAL AND PERSONAL METRICS.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • HEAL AT HOME HEALTHCARE LLC

    IN HOME HEALTH CARE · FL

  • HOSPICE SYSTEMS INC

    INACTIVE · FL

Provenance

Return type
form_990
Tax year
2022
Filed
27 January 2025
IRS schema version
2022v5.0
Source object
202540279349301199

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