Totals
- Total revenue
- $33,909,970
- Total expenses
- $34,241,515
- Contributions and grants received
- $2,307,794
- Grants paid
- $0
- Program service revenue
- $30,273,110
- Investment income
- $1,047,738
- Other revenue
- $281,328
- Total assets, end of year
- $57,629,373
- Total liabilities, end of year
- $14,910,967
- Net assets or fund balances, end of year
- $42,718,406
- Program services expenses (Part IX)
- $25,963,134
- Management and general expenses
- $7,244,901
- Fundraising expenses
- $1,033,480
- Program service expenses (Part III)
- $25,963,134
Program services were 75.8% 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
$46,546
-
1f · All other contributions, gifts and grants
$2,261,248
-
1g · Noncash contributions included above
$15,594
-
2a · Program service revenue: HOSPICE SERVICES
total $30,273,110 · related or exempt $30,273,110
-
3 · Investment income
total $1,004,280 · excluded $1,004,280
-
6a · Gross rents
real property $99,365
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $99,365
-
6d · Net rental income or loss
total $99,365 · excluded $99,365
-
7a · Gross sales of assets other than inventory
securities $13,626,478
-
7b · Less cost or other basis and sales expenses
securities $13,583,020
-
7c · Gain or loss
securities $43,458
-
7d · Net gain or loss
total $43,458 · excluded $43,458
-
8a · Fundraising events: gross income
$56,299
-
8a · Fundraising events: contributions included on line 1c
$46,546
-
8b · Fundraising events: direct expenses
$23,433
-
8c · Net income from fundraising events
total $32,866 · excluded $32,866
-
9a · Gaming: gross income
$560
-
9b · Gaming: direct expenses
$515
-
9c · Net income from gaming
total $45 · excluded $45
-
11a · Other revenue: OTHER INCOME
total $149,052 · related or exempt $149,052
-
11e · Other revenue, total
$149,052
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,744,821 · program services $712,058 · management and general $1,032,763
-
7 · Other salaries and wages
total $16,367,957 · program services $13,482,734 · management and general $2,331,120 · fundraising $554,103
-
8 · Pension plan contributions
total $376,752 · program services $319,056 · management and general $38,550 · fundraising $19,146
-
9 · Other employee benefits
total $4,125,539 · program services $3,342,775 · management and general $641,205 · fundraising $141,559
-
10 · Payroll taxes
total $1,397,774 · program services $1,105,371 · management and general $246,948 · fundraising $45,455
-
11b · Fees: legal
total $54,966 · management and general $46,764 · fundraising $8,202
-
11c · Fees: accounting
total $118,379 · management and general $118,379
-
11f · Fees: investment management
total $121,317 · management and general $121,317
-
11g · Fees: other
total $2,254,733 · program services $910,305 · management and general $1,344,428
-
12 · Advertising and promotion
total $280,099 · program services $177,764 · management and general $75,415 · fundraising $26,920
-
13 · Office expenses
total $326,099 · program services $208,642 · management and general $99,681 · fundraising $17,776
-
14 · Information technology
total $718,955 · program services $490,139 · management and general $157,613 · fundraising $71,203
-
16 · Occupancy
total $1,466,849 · program services $1,278,999 · management and general $155,875 · fundraising $31,975
-
17 · Travel
total $811,790 · program services $772,516 · management and general $37,930 · fundraising $1,344
-
19 · Conferences, conventions and meetings
total $260,890 · program services $122,412 · management and general $106,406 · fundraising $32,072
-
20 · Interest
total $328,927 · management and general $328,927
-
22 · Depreciation, depletion and amortization
total $367,744 · program services $317,021 · management and general $42,797 · fundraising $7,926
-
23 · Insurance
total $319,556 · program services $773 · management and general $318,783
-
24a · Other expenses: MEDICAL EQUIPMENT (DME)
total $1,008,834 · program services $1,008,834
-
24b · Other expenses: MEDICATION
total $739,282 · program services $739,282 · fundraising $0
-
24c · Other expenses: MEDICAL SUPPLIES
total $734,522 · program services $734,522 · fundraising $0
-
24d · Other expenses: OTHER PATIENT EXPENSES
total $153,468 · program services $138,643 · fundraising $14,825
-
24e · All other expenses
total $162,262 · program services $101,288 · fundraising $60,974
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $4,210,309 · end of year $2,610,670
-
3 · Pledges and grants receivable
beginning of year $1,380,000 · end of year $600,000
-
4 · Accounts receivable
beginning of year $5,175,489 · end of year $5,741,142
-
9 · Prepaid expenses and deferred charges
beginning of year $359,449 · end of year $287,720
-
10a · Land, buildings and equipment: cost or other basis
$15,180,106
-
10b · Land, buildings and equipment: accumulated depreciation
$3,059,393
-
10c · Land, buildings and equipment, net
beginning of year $11,562,218 · end of year $12,120,713
-
11 · Investments: publicly traded securities
beginning of year $31,548,852 · end of year $34,560,395
-
15 · Other assets
beginning of year $2,161,249 · end of year $1,708,733
-
17 · Accounts payable and accrued expenses
beginning of year $6,704,076 · end of year $5,951,053
-
19 · Deferred revenue
beginning of year $23,580 · end of year $22,506
-
25 · Other liabilities
beginning of year $10,143,221 · end of year $8,937,408
-
27 · Net assets without donor restrictions
beginning of year $30,011,581 · end of year $31,560,064
-
28 · Net assets with donor restrictions
beginning of year $9,515,108 · end of year $11,158,342
Mission and programs · 2023
Mission
TO ENHANCE THE QUALITY OF LIFE FOR THOSE NEARING THE END OF LIFE'S JOURNEY AND FOR THOSE WHOGRIEVE.
Activities or mission (Part I)
TO ENHANCE THE QUALITY OF LIFE FOR THOSE NEARING THE END OF LIFE'S JOURNEY AND FOR THOSE WHO GRIEVE THROUGH MEDICAL, EMOTIONAL, AND SPIRITUAL SUPPORT.
-
FOR MORE THAN 45 YEARS, THE ELIZABETH HOSPICE, HAS BEEN RECOGNIZED AS A PIONEER IN THE HOSPICE INDUSTRY. WE ARE AN EXPERIENCED COMMUNITY RESOURCE PROVIDING HIGH-QUALITY CARE AND SUPPORT TO PEOPLE FACING THE CHALLENGES BROUGHT ON BY ADVANCED SERIOUS ILLNESSES. OUR SERVICES FOR CHILDREN AND ADULTS INCLUDE HOSPICE CARE FOR THOSE WITH A PROGNOSIS OF SIX MONTHS OR LESS; PALLIATIVE CARE FOR THOSE LIVING WITH A CHRONIC ADVANCED SERIOUS ILLNESS WHO ARE NOT HOSPICE ELIGIBLE; AND, COMPREHENSIVE GRIEF SUPPORT FOR PATIENTS, FAMILY AND THE GENERAL COMMUNITY. SINCE 1978, WE HAVE TOUCHED THE LIVES OF MORE THAN 125,000 PEOPLE IN SAN DIEGO COUNTY AND SOUTHWEST RIVERSIDE COUNTY. THE ELIZABETH HOSPICE IS AN INDEPENDENT, NONPROFIT ORGANIZATION THAT RELIES ON CHARITABLE CONTRIBUTIONS TO ENSURE THAT SERVICES ARE AVAILABLE TO ALL WHO NEED THEM, REGARDLESS OF INSURANCE COVERAGE OR THEIR ABILITY TO PAY. ALL DONATIONS SUPPORT OUR LOCAL PROGRAMS INCLUDING THE GRIEF SUPPORT PROGRAMS OPEN TO ALL IN THE COMMUNITY AND DO NOT REQUIRE A HOSPICE AFFILIATION.
Expenses $25,194,570 · Revenue $30,377,308
-
CHILDREN'S GRIEF SUPPORT; THIS PROGRAM IS A SPECIALIZED CHILDREN'S BEREAVEMENT PROGRAM. IT IS UNIQUE IN SAN DIEGO COUNTY. OUR TRAINED COUNSELORS AND FACILITATORS ARE A COMMUNITY RESOURCE FOR ALL GRIEVING CHILDREN (3 TO 17 YEARS OLD) AND THEIR CAREGIVERS. THERE IS NO COST TO PARTICIPATE. A HOSPICE AFFILIATION IS NOT REQUIRED. THERE ARE FIVE COMPONENTS TO THE PROGRAM: INDIVIDUAL COUNSELING; PEER GROUPS CONDUCTED AT OUR CHILDREN'S CENTERS; SCHOOL-BASED ON-CAMPUS SUPPORT IN 25 SCHOOL DISTRICTS (8-WEEK STUDENT PEER GROUPS AND TRAINING FOR SCHOOL STAFF ON HOW TO SUPPORT GRIEVING STUDENT); CRISIS CARE TO ORGANIZATIONS AND SCHOOLS WHEN THERE IS A COMMUNITY TRAGEDY; AND, TWO ANNUAL GRIEF CAMPS.
Expenses $516,549
-
THE ELIZABETH HOSPICE OFFERS COMPREHENSIVE GRIEF COUNSELING FOR ALL AGES. THESE SERVICES ARE OPEN TO ALL IN THE COMMUNITY REGARDLESS OF HOW THEIR LOVED ONE DIED. IT DOES NOT REQUIRE A PATIENT AFFILIATION TO ACCESS SERVICES. INDIVIDUAL COUNSELING AND GROUP SUPPORT ARE AVAILABLEAT OUR FACILITIES IN TEMECULA, MISSION VALLEY, CARLSBAD AND ESCONDIDO. SUPPORT GROUPS INCLUDE GENERAL GRIEF SUPPORT, SPOUSAL LOSS, CHILD LOSS, INFANT LOSS AND PARENT LOSS AS WELL AS A COMPREHENSIVE PROGRAM TO ADDRESS CHILDREN'S GRIEF.
Expenses $252,015 · Revenue $44,630
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sarah McSpaddenSARAH MCSPADDEN
PRESIDENT/ CEO
- Total calculated
- $367,754
- From this org
- $340,829
- From related orgs
- $0
- Other
- $26,925
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $340,829
- Bonus
- $0
- Other
- $0
- Deferred
- $9,521
- Nontaxable benefits
- $17,404
- Filer's total
- $367,754
-
Darlene RutledgeDARLENE RUTLEDGE
CCO
- Total calculated
- $289,580
- From this org
- $261,042
- From related orgs
- $0
- Other
- $28,538
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $261,042
- Bonus
- $0
- Other
- $0
- Deferred
- $6,464
- Nontaxable benefits
- $22,074
- Filer's total
- $289,580
-
Mary Kate O'ConnellMARY KATE O'CONNELL
CPO
- Total calculated
- $230,706
- From this org
- $217,285
- From related orgs
- $0
- Other
- $13,421
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,285
- Bonus
- $0
- Other
- $0
- Deferred
- $6,506
- Nontaxable benefits
- $6,915
- Filer's total
- $230,706
-
Deena NelsonDEENA NELSON
CFO
- Total calculated
- $229,636
- From this org
- $213,749
- From related orgs
- $0
- Other
- $15,887
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,749
- Bonus
- $0
- Other
- $0
- Deferred
- $6,217
- Nontaxable benefits
- $9,670
- Filer's total
- $229,636
-
Jean Loo-RussoJEAN LOO-RUSSO
CPO
- Total calculated
- $209,576
- From this org
- $194,850
- From related orgs
- $0
- Other
- $14,726
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,850
- Bonus
- $0
- Other
- $0
- Deferred
- $5,574
- Nontaxable benefits
- $9,152
- Filer's total
- $209,576
-
Keith PeytonKEITH PEYTON
MANAGER
- Total calculated
- $178,684
- From this org
- $166,754
- From related orgs
- $0
- Other
- $11,930
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $166,754
- Bonus
- $0
- Other
- $0
- Deferred
- $4,138
- Nontaxable benefits
- $7,792
- Filer's total
- $178,684
-
Pam MataPAM MATA
RN
- Total calculated
- $178,656
- From this org
- $164,758
- From related orgs
- $0
- Other
- $13,898
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,758
- Bonus
- $0
- Other
- $0
- Deferred
- $3,817
- Nontaxable benefits
- $10,081
- Filer's total
- $178,656
-
Carol BosCAROL BOS
DIRECTOR
- Total calculated
- $169,720
- From this org
- $158,229
- From related orgs
- $0
- Other
- $11,491
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,229
- Bonus
- $0
- Other
- $0
- Deferred
- $4,744
- Nontaxable benefits
- $6,747
- Filer's total
- $169,720
-
Phaedra KunzePHAEDRA KUNZE
DIRECTOR OF PALLIATIVE CARE
- Total calculated
- $168,452
- From this org
- $155,062
- From related orgs
- $0
- Other
- $13,390
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,062
- Bonus
- $0
- Other
- $0
- Deferred
- $429
- Nontaxable benefits
- $12,961
- Filer's total
- $168,452
-
Shannon BagnascoSHANNON BAGNASCO
NP
- Total calculated
- $160,106
- From this org
- $147,839
- From related orgs
- $0
- Other
- $12,267
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,839
- Bonus
- $0
- Other
- $0
- Deferred
- $4,442
- Nontaxable benefits
- $7,825
- Filer's total
- $160,106
-
Cheryl FarstCHERYL FARST
CAO
- Total calculated
- $133,200
- From this org
- $119,771
- From related orgs
- $0
- Other
- $13,429
- Hours/week
- 40
-
Dan LaframboiseDAN LAFRAMBOISE
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth McCannELIZABETH MCCANN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kiprian SkavinskiKIPRIAN SKAVINSKI
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Doug DawsonDOUG DAWSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary KloehnGARY KLOEHN
DIRECTOR (END 08/23)
- Total calculated
- $0
- Hours/week
- 1
-
Dave MasonDAVE MASON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael McDuffieMICHAEL MCDUFFIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Tammy MoritaTAMMY MORITA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
George OlmsteadGEORGE OLMSTEAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Glenn PanzerGLENN PANZER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Chancellor TzomesCHANCELLOR TZOMES
DIRECTOR (END 02/04)
- 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 · 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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433179349309058
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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