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Nonprofiteer
← SAMARITAN HEALTHCARE & HOSPICE INC

Form 990 for tax year 2024

Filed by SAMARITAN HEALTHCARE & HOSPICE INC.

Totals

Total revenue
$56,294,364
Total expenses
$54,288,008
Contributions and grants received
$2,694,717
Grants paid
$0
Program service revenue
$45,918,388
Investment income
$2,244,870
Other revenue
$5,436,389
Total assets, end of year
$75,311,234
Total liabilities, end of year
$23,560,076
Net assets or fund balances, end of year
$51,751,158
Program services expenses (Part IX)
$42,913,417
Management and general expenses
$11,008,900
Fundraising expenses
$365,691
Program service expenses (Part III)
$42,913,417

Program services were 79.0% 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.

  • 1a · Federated campaigns

    $37,863

  • 1e · Government grants (contributions)

    $1,681,951

  • 1f · All other contributions, gifts and grants

    $974,903

  • 1g · Noncash contributions included above

    $53,306

  • 2a · Program service revenue: HOME/COMMUNITY CARE

    total $35,451,574 · related or exempt $35,451,574

  • 2b · Program service revenue: INPATIENT

    total $7,275,758 · related or exempt $7,275,758

  • 2c · Program service revenue: PALLIATIVE

    total $3,187,187 · related or exempt $3,187,187

  • 2d · Program service revenue: GRIEF SUPPORT AND COUNSELING

    total $3,869 · related or exempt $3,869

  • 3 · Investment income

    total $1,561,090 · excluded $1,561,090

  • 7a · Gross sales of assets other than inventory

    securities $4,428,287

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

    securities $3,744,507

  • 7c · Gain or loss

    securities $683,780

  • 7d · Net gain or loss

    total $683,780 · excluded $683,780

  • 8a · Fundraising events: gross income

    $586,434

  • 8b · Fundraising events: direct expenses

    $227,341

  • 8c · Net income from fundraising events

    total $359,093 · excluded $359,093

  • 9a · Gaming: gross income

    $16,142

  • 9b · Gaming: direct expenses

    $2,536

  • 9c · Net income from gaming

    total $13,606 · excluded $13,606

  • 11a · Other revenue: EMPLOYEE RETENTION CREDIT

    total $4,926,663 · excluded $4,926,663

  • 11b · Other revenue: THRIFT SHOP

    total $86,053 · excluded $86,053

  • 11c · Other revenue: MISCELLANEOUS INCOME

    total $50,974 · excluded $50,974

  • 11e · Other revenue, total

    $5,063,690

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,197,060 · program services $1,830,171 · management and general $350,915 · fundraising $15,974

  • 7 · Other salaries and wages

    total $25,609,372 · program services $21,352,528 · management and general $4,073,363 · fundraising $183,481

  • 8 · Pension plan contributions

    total $833,020 · program services $704,014 · management and general $124,191 · fundraising $4,815

  • 9 · Other employee benefits

    total $4,657,855 · program services $3,775,280 · management and general $834,743 · fundraising $47,832

  • 10 · Payroll taxes

    total $2,031,447 · program services $1,929,985 · management and general $85,177 · fundraising $16,285

  • 11b · Fees: legal

    total $111,536 · management and general $111,536

  • 11c · Fees: accounting

    total $57,996 · management and general $57,996

  • 11g · Fees: other

    total $1,631,056 · program services $136,006 · management and general $1,494,800 · fundraising $250

  • 13 · Office expenses

    total $1,697,960 · program services $330,204 · management and general $1,299,517 · fundraising $68,239

  • 14 · Information technology

    total $725,094 · program services $76,503 · management and general $620,106 · fundraising $28,485

  • 16 · Occupancy

    total $1,291,772 · program services $619,440 · management and general $672,332

  • 17 · Travel

    total $717,206 · program services $690,443 · management and general $26,763

  • 19 · Conferences, conventions and meetings

    total $214,275 · program services $27,577 · management and general $186,368 · fundraising $330

  • 20 · Interest

    total $159,176 · program services $159,176

  • 22 · Depreciation, depletion and amortization

    total $970,373 · program services $501,801 · management and general $468,572

  • 23 · Insurance

    total $495,869 · program services $155,325 · management and general $340,544

  • 24a · Other expenses: MEDICAL EXPENSES

    total $4,340,547 · program services $4,340,088 · management and general $459

  • 24b · Other expenses: INPATIENT SERVICES

    total $4,079,380 · program services $4,079,380

  • 24c · Other expenses: CREDIT LOSS EXPENSE

    total $2,135,706 · program services $2,135,706

  • 24d · Other expenses: PUBLIC INFORMATION

    total $217,642 · management and general $217,642

  • 24e · All other expenses

    total $113,666 · program services $69,790 · management and general $43,876

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $14,974,681 · end of year $10,326,774

  • 3 · Pledges and grants receivable

    beginning of year $480,817 · end of year $6,073,702

  • 4 · Accounts receivable

    beginning of year $5,770,718 · end of year $5,989,086

  • 8 · Inventories for sale or use

    beginning of year $14,638 · end of year $14,638

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,016,013 · end of year $1,245,171

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

    $21,960,124

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

    $8,825,617

  • 10c · Land, buildings and equipment, net

    beginning of year $13,386,918 · end of year $13,134,507

  • 11 · Investments: publicly traded securities

    beginning of year $22,823,509 · end of year $25,371,933

  • 14 · Intangible assets

    beginning of year $461,500 · end of year $544,375

  • 15 · Other assets

    beginning of year $12,800,608 · end of year $12,611,048

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,146,152 · end of year $5,841,672

  • 19 · Deferred revenue

    beginning of year $124,090 · end of year $119,450

  • 23 · Secured mortgages and notes payable

    beginning of year $5,793,828 · end of year $5,524,426

  • 25 · Other liabilities

    beginning of year $12,619,448 · end of year $12,074,528

  • 27 · Net assets without donor restrictions

    beginning of year $48,555,241 · end of year $51,225,730

  • 28 · Net assets with donor restrictions

    beginning of year $490,643 · end of year $525,428

Mission and programs · 2024

Mission

SAMARITAN IS THE PREEMINENT PROVIDER OF HOSPICE AND PALLIATIVE (COMFORT) CARE, GRIEF SUPPORT, EDUCATION, ADVOCACY, AND OTHER LIFE-ENHANCING SERVICES. WE PROVIDE UNPARALLELED SERVICES WITH RESPECT, DIGNITY AND COMPASSION FOR ALL PEOPLE AFFECTED BY SERIOUS, PROGRESSIVE ILLNESS OR GRIEF, CONTRIBUTING TO THE HEALTH AND WELL-BEING OF OUR PATIENTS, THEIR FAMILIES AND OUR COMMUNITY. GUIDED BY A DEEP SENSE OF COMMITMENT AND THE ETHIC OF HUMAN SERVICE, WE PROVIDE CARE THAT IS BOTH LIFE-GIVING AND LIVE-RECEIVING THROUGH THE INCORPORATION OF THE PHILOSOPHY, ART AND SCIENCE OF CARING. SAMARITAN IS AN INDEPENDENT NOT-FOR-PROFIT, NON-SECTARIAN ORGANIZATION SERVING PEOPLE IN ATLANTIC, BURLINGTON, CAMDEN, GLOUCESTER AND MERCER COUNTIES WHO ARE COPING WITH SERIOUS ILLNESS OR GRIEF.

Activities or mission (Part I)

SAMARITAN IS THE PREEMINENT PROVIDER OF HOSPICE AND PALLIATIVE (COMFORT) CARE, GRIEF SUPPORT, EDUCATION, ADVOCACY, AND OTHER LIFE-ENHANCING SERVICES FOR THOSE WHOSE LIFE IS DRAWING TO A CLOSE. OUR REGISTERED NURSES (RN), LICENSED PRACTICAL NURSES (LPN), CERTIFIED HOME HEALTH AIDS (CHHA), SOCIAL WORKERS AND CLERGY PROVIDE UNPARALLELED HEALTHCARE SERVICES WITH RESPECT, DIGNITY AND COMPASSION FOR ALL PEOPLE AFFECTED BY SERIOUS, PROGRESSIVE ILLNESS OR GRIEF, CONTRIBUTING TO THE HEALTH AND WELL-BEING OF OUR PATIENTS, THEIR FAMILIES AND OUR COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. SAMARITAN IS AN INDEPENDENT NOT-FOR-PROFIT, NON-SECTARIAN ORGANIZATION SERVING PEOPLE IN ATLANTIC, BURLINGTON, CAMDEN, GLOUCESTER AND MERCER COUNTIES WHO ARE COPING WITH SERIOUS END OF LIFE ILLNESS OR GRIEF.

  • HOME/COMMUNITY CARE - PEOPLE CONFRONTING A SERIOUS PROGRESSIVE ILLNESS ARE OFTEN PLUNGED INTO UNFAMILIAR, CONFUSING AND STRESSFUL SITUATIONS. SPOUSES, ADULT CHILDREN, AND OTHER CAREGIVERS ARE SUDDENLY FACED WITH MEDICAL DECISIONS AND FINANCIAL AND LEGAL RESPONSIBILITIES FOR WHICH THEY ARE OFTEN UNTRAINED AND UNPREPARED. THESE STRESSES CAN DEPRIVE THEM OF THE ONE THING THEY NEED MOST: TIME TOGETHER. SAMARITAN HOME/COMMUNITY HOSPICE CARE HELPS PEOPLE FIND THE TIME THEY NEED TO FOCUS ON WHAT'S MOST IMPORTANT AT THIS STAGE OF LIFE: THE FRIENDS AND FAMILY THEY WANT TO BE WITH, THE FEELINGS THEY WANT TO SHARE, AND THE WORDS THEY NEED TO SAY. THE GOAL OF SAMARITAN'S CARE IS NOT TO CURE THE DISEASE, BUT TO CONTROL ITS EFFECTS SO THAT PATIENTS CAN SPEND THEIR LAST DAYS WITH DIGNITY IN THE PLACE WHERE THEY LIVE (HOME, ASSISTED LIVING OR NURSING HOME) AND REMAIN AS COMFORTABLE, ALERT AND PAIN-FREE AS POSSIBLE. CONSIDERED THE COMPASSIONATE MODEL FOR PEOPLE FACING LIFE-LIMITING ILLNESS OR INJURY, THE HOSPICE PHILOSOPHY OFFERS A TEAM-ORIENTED APPROACH TO EXPERT MEDICAL CARE, PAIN MANAGEMENT, AND EMOTIONAL AND SPIRITUAL SUPPORT EXPRESSLY TAILORED TO EACH PATIENT'S AND FAMILY'S NEEDS AND FAMILY NEEDS AND WISHES.

    Expenses $31,362,748 · Revenue $35,451,574

  • INPATIENT - THE SAMARITAN INPATIENT HOSPICE CENTERS PROVIDE THE COMFORT OF SHORT-TERM CONTINUOUS SAMARITAN CARE IN A HOME-LIKE SETTING FOR PATIENTS WHOSE PAIN, SYMPTOMS AND SPECIAL NEEDS REQUIRE A MORE ACUTE LEVEL OF HOSPICE CARE THAN IS RECOMMENDED WITHIN THE HOME. WHILE IN THE INPATIENT CENTER, YOU AND YOUR LOVED ONE WILL RECEIVE FROM SAMARITAN STAFF THE SAME SERVICES THAT YOU WOULD IN A HOME SETTING - PLUS THE MORE ACUTE 24-HOUR CARE YOUR LOVED ONE NOW REQUIRES. THE CENTE'R' WELCOMING ENVIRONMENT ENCOURAGES FAMILIES AND FRIENDS TO FEEL "AT HOME" WHILE SPENDING QUALITY TIME - WHENEVER AND FOR AS LONG AS THEY WISH. FAMILY MEMBERS OF ALL AGES MAY VISIT 24 HOURS A DAY; FAMILY PETS ARE WELCOME BY APPOINTMENT. A SLEEPER RECLINER IN EACH BEDROOM ALLOWS A FAMILY MEMBER TO SPEND THE NIGHT AT BEDSIDE COMFORTABLY.

    Expenses $7,198,597 · Revenue $7,275,758

  • ANOTHER RELATED FIELD WHERE SAMARITIAN HAS EXPENDED ITS SERVICE TO THE COMMUNITY IS IN PALLIATIVE MEDICAL CARE. PALLIATIVE CARE IS SPECIALIZED MEDICAL CARE FOR PEOPLE WITH SERIOUS ILLNESS. IT FOCUSES ON PROVIDING RELIEF FROM THE SYMPTOMS AND STRESS OF A SERIOUS ILLNESS. THE GOAL IS TO IMPROVE QUALITY OF LIFE FOR BOTH THE PATIENT AND THE FAMILY. PALLIATIVE CARE IS PROVIDED BY A SPECIALLY-TRAINED TEAM OF DOCTORS, NURSES, SOCIAL WORKERS AND OTHER SPECIALISTS WHO WORK TOGETHER WITH A PATIENT'S DOCTORS TO PROVIDE AN EXTRA LAYER OF SUPPORT. IT IS APPROPRIATE AT ANY AGE AND AT ANY STAGE IN A SERIOUS ILLNESS AND CAN BE PROVIDED ALONG WITH CURATIVE TREATMENT. ALTHOUGH PALLIATIVE MEDICINE WAS INITIALLY A SMALL COMPONENT OF SAMARITAN'S SERVICES, THIS DIVISION HAS GROWN INTO A SIGNIFICANT PART OF THE OVERALL SERVICES.

    Expenses $4,032,047 · Revenue $3,187,187

  • AS STATED IN SAMARITAN'S MISSION SUMMARY AND OUR RESPECTIVE EXEMPT PURPOSE ACHIEVEMENTS, AN IMPORTANT PART OF OUR COMPREHENSIVE SERVICE TO OUR COMMUNITY IS THE COMPASSIONATE SUPPORT FOR THE GRIEF THAT OUR PATIENTS AND FAMILIES EXPERIENCE. SAMARITAN PROVIDES SUCH SUPPORT ON A REGULAR BASIS THROUGH ITS CENTER FOR GRIEF SUPPORT, WHERE WE PROVIDE BEREAVEMENT, COUNSELING, CRISIS INTERVENTION/DEBRIEFING, SUPPORT GROUPS AND COMMUNITY OUTREACH PROGRAMS - ALL OFFERING HOPE FOR TOMORROW FOR THOSE GRIEVING TODAY. SAMARITAN SIMILARLY SERVES THE COMMUNITY THROUGH ITS TRANSITIONS PROGRAM, WHICH SERVES COMMUNITY MEMBERS WHO ARE COPING WITH LIFE-CHANGES CAUSED BY THEIR ADVANCED ILLNESS BUT WHO ARE NOT YET READY FOR HOSPICE CARE.

    Expenses $320,025 · Revenue $3,869

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • J Gregory Button

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Michael McCarthy Esq

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Michael Bozek

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Rhonda J Cates CPA Cgma Cisa

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Dr Carman A Ciervo Do Facofp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Melissa Dibble

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Roy Fazio

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Camille Green MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jason Wolf

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robin Keyack

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sue Lehrman PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Peter Musumeci

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kathleen Noonan JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Greg Payton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Dr Raymond Ragland

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jim Rivard

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lee Sheilds CPA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Dr Nyeema Watson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • James Carlino

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lisa A Dutterer

    CHIEF OPERATING OFFICER

    Total calculated
    $276,837
    From this org
    $264,317
    From related orgs
    $0
    Other
    $12,520
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $264,317
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $12,520
    Filer's total
    $276,837

  • Robert J Curatola

    CHIEF FINANCIAL OFFICER

    Total calculated
    $250,557
    From this org
    $228,154
    From related orgs
    $0
    Other
    $22,403
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $228,154
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $22,403
    Filer's total
    $250,557

  • Thomas Rollins

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $198,468
    From this org
    $189,686
    From related orgs
    $0
    Other
    $8,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,686
    Bonus
    $0
    Other
    $0
    Deferred
    $8,427
    Nontaxable benefits
    $355
    Filer's total
    $198,468

  • Phillip W Heath

    PRESIDENT/CEO

    Total calculated
    $419,028
    From this org
    $380,512
    From related orgs
    $0
    Other
    $38,516
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $380,512
    Bonus
    $0
    Other
    $0
    Deferred
    $16,113
    Nontaxable benefits
    $22,403
    Filer's total
    $419,028

  • Joanne Rosen

    CHIEF MARKETING OFFICER

    Total calculated
    $213,189
    From this org
    $194,302
    From related orgs
    $0
    Other
    $18,887
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,302
    Bonus
    $0
    Other
    $0
    Deferred
    $8,407
    Nontaxable benefits
    $10,480
    Filer's total
    $213,189

  • Mark Biancaniello

    SR. VP OF HUMAN RESOURCES

    Total calculated
    $211,057
    From this org
    $190,112
    From related orgs
    $0
    Other
    $20,945
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,112
    Bonus
    $0
    Other
    $0
    Deferred
    $9,728
    Nontaxable benefits
    $11,217
    Filer's total
    $211,057

  • Sara Pagliaro

    CHIEF MEDICAL OFFICER

    Total calculated
    $287,539
    From this org
    $270,610
    From related orgs
    $0
    Other
    $16,929
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $270,610
    Bonus
    $0
    Other
    $0
    Deferred
    $1,353
    Nontaxable benefits
    $15,576
    Filer's total
    $287,539

  • Stephen Goldfine

    CHIEF MEDICAL OFFICER - FORMER

    Total calculated
    $340,385
    From this org
    $319,925
    From related orgs
    $0
    Other
    $20,460
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $319,925
    Bonus
    $0
    Other
    $0
    Deferred
    $14,295
    Nontaxable benefits
    $6,165
    Filer's total
    $340,385

  • Elizabeth Reimet

    PHYSICIAN

    Total calculated
    $240,853
    From this org
    $240,853
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,853
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $240,853

  • Akshay S Dave

    PHYSICIAN

    Total calculated
    $178,422
    From this org
    $173,225
    From related orgs
    $0
    Other
    $5,197
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,225
    Bonus
    $0
    Other
    $0
    Deferred
    $5,197
    Nontaxable benefits
    $0
    Filer's total
    $178,422

  • Sherri Devita

    VP QUALITY & COMP & EDUCAT

    Total calculated
    $166,729
    From this org
    $154,409
    From related orgs
    $0
    Other
    $12,320
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,409
    Bonus
    $0
    Other
    $0
    Deferred
    $3,135
    Nontaxable benefits
    $9,185
    Filer's total
    $166,729

  • Susan G Lasker Hertz

    VP CLINICAL SERVICES

    Total calculated
    $213,185
    From this org
    $181,609
    From related orgs
    $0
    Other
    $31,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,609
    Bonus
    $0
    Other
    $0
    Deferred
    $9,224
    Nontaxable benefits
    $22,352
    Filer's total
    $213,185

  • Theresa A Goldfine

    VP PRACTICE MANAGEMENT

    Total calculated
    $199,923
    From this org
    $174,740
    From related orgs
    $0
    Other
    $25,183
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,740
    Bonus
    $0
    Other
    $0
    Deferred
    $8,954
    Nontaxable benefits
    $16,229
    Filer's total
    $199,923

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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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.

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
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202543189349308079

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