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← HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST INC

Form 990 for tax year 2024

Filed by HOSPICE FOUNDATION OF THE FLORIDA SUNCOAST INC.

Totals

Total revenue
$13,177,002
Total expenses
$11,820,819
Contributions and grants received
$11,702,960
Grants paid
$7,605,761
Program service revenue
$0
Investment income
$1,506,631
Other revenue
-$32,589
Total assets, end of year
$73,946,012
Total liabilities, end of year
$2,539,812
Net assets or fund balances, end of year
$71,406,200
Program services expenses (Part IX)
$10,344,069
Management and general expenses
$1,068,486
Fundraising expenses
$408,264
Program service expenses (Part III)
$10,344,069

Program services were 87.5% 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

    $372,681

  • 1f · All other contributions, gifts and grants

    $11,330,279

  • 1g · Noncash contributions included above

    $2,726,539

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,503,845 · excluded $1,503,845

  • 4 · Income from investment of tax-exempt bond proceeds

    total $11,665 · excluded $11,665

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $0

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

    securities $8,879

  • 7c · Gain or loss

    securities -$8,879 · other assets $0

  • 7d · Net gain or loss

    total -$8,879 · excluded -$8,879

  • 8a · Fundraising events: gross income

    $276,524

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

    $372,681

  • 8b · Fundraising events: direct expenses

    $309,113

  • 8c · Net income from fundraising events

    total -$32,589 · excluded -$32,589

  • 10a · Gross sales of inventory

    $2,703,339

  • 10b · Cost of goods sold

    $2,703,339

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,605,761 · program services $7,605,761

  • 5 · Compensation of officers, directors and key employees

    total $241,038 · program services $216,934 · management and general $12,052 · fundraising $12,052

  • 7 · Other salaries and wages

    total $1,370,526 · program services $1,233,474 · management and general $68,526 · fundraising $68,526

  • 8 · Pension plan contributions

    total $49,484 · management and general $30,970 · fundraising $18,514

  • 9 · Other employee benefits

    total $302,603 · program services $272,343 · management and general $13,617 · fundraising $16,643

  • 10 · Payroll taxes

    total $118,314 · program services $106,483 · management and general $5,324 · fundraising $6,507

  • 11a · Fees: management

    total $171,495 · management and general $158,555 · fundraising $12,940

  • 11b · Fees: legal

    total $42,125 · management and general $42,125

  • 11c · Fees: accounting

    total $27,500 · management and general $27,500

  • 11f · Fees: investment management

    total $174,973 · management and general $174,973

  • 11g · Fees: other

    total $198,797 · program services $0 · management and general $178,596 · fundraising $20,201

  • 12 · Advertising and promotion

    total $16,025 · management and general $9,350 · fundraising $6,675

  • 13 · Office expenses

    total $180,211 · management and general $90,386 · fundraising $89,825

  • 16 · Occupancy

    total $959,590 · program services $627,970 · management and general $200,418 · fundraising $131,202

  • 17 · Travel

    total $12,999 · management and general $9,501 · fundraising $3,498

  • 20 · Interest

    total $11,344 · program services $4,538 · management and general $6,806

  • 22 · Depreciation, depletion and amortization

    total $30,113 · program services $21,079 · management and general $4,216 · fundraising $4,818

  • 23 · Insurance

    total $28,262 · management and general $18,794 · fundraising $9,468

  • 24a · Other expenses: EVENTS AND SUPPORT

    total $261,373 · program services $255,487 · management and general $5,886

  • 24b · Other expenses: TRAINING

    total $7,461 · management and general $6,162 · fundraising $1,299

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $5,893 · management and general $1,213 · fundraising $4,680

  • 24d · Other expenses: MEDICAL AND SMALL EQUIPMENT

    total $4,932 · management and general $3,516 · fundraising $1,416

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,231,376 · end of year $1,955,144

  • 3 · Pledges and grants receivable

    beginning of year $1,432,394 · end of year $3,506,492

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $902,605 · end of year $624,200

  • 9 · Prepaid expenses and deferred charges

    beginning of year $202,646 · end of year $188,521

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

    $1,309,464

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

    $1,198,100

  • 10c · Land, buildings and equipment, net

    beginning of year $69,280 · end of year $111,364

  • 11 · Investments: publicly traded securities

    beginning of year $47,261,274 · end of year $59,593,046

  • 12 · Investments: other securities

    beginning of year $6,613,146 · end of year $4,513,470

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $2,955,246 · end of year $3,453,775

  • 17 · Accounts payable and accrued expenses

    beginning of year $247,665 · end of year $504,034

  • 19 · Deferred revenue

    beginning of year $1,125 · end of year $15,875

  • 20 · Tax-exempt bond liabilities

    beginning of year $898,867

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,288,036 · end of year $2,019,903

  • 27 · Net assets without donor restrictions

    beginning of year $51,780,983 · end of year $61,866,945

  • 28 · Net assets with donor restrictions

    beginning of year $11,451,291 · end of year $9,539,255

Mission and programs · 2024

Mission

THE MISSION OF SUNCOAST HOSPICE FOUNDATION IS TO ADVANCE THE UNDERSTANDING, PARTICIPATION, AND SUPPORT OF THE MISSION AND PROGRAMS OF SUNCOAST HOSPICE AND ITS AFFILATED ORGANIZATIONS, HONORING THE COMMUNITY'S SACRED TRUST THROUGH SOUND STEWARDSHIP.

Activities or mission (Part I)

RAISES AND DISTRIBUTES FUNDS IN SUPPORT OF EMPATH HEALTH, INC. AND ITS FAMILY OF PROGRAMS.

  • SUNCOAST HOSPICE FOUNDATION SEEKS TO FOSTER RELATIONSHIP BUILDING OF COMMUNITY INVESTMENTS IN ORDER TO SUPPORT UNFUNDED SERVICES, FUND START-UP SERVICES AND TO PROVIDE RESOURCES TO EMPATH HEALTH, INC.'S AND ITS MEMBERS' PROGRAMS. EMPATH HEALTH, INC. IS A NONPROFIT, INTEGRATED NETWORK OF CARE ENCOMPASSING HOSPICE, SKILLED HOME HEALTH CARE, ASSISTANCE FOR INDEPENDENT LIVING AND DAYCARE FOR SENIORS, COMMUNITY-BASED PALLIATIVE CARE, SERVICES FOR THOSE INFECTED OR AFFECTED BY HIV, ADVANCE CARE PLANNING AND GRIEF SERVICES. PROGRAMS RECEIVING SUPPORT THROUGH SUNCOAST HOSPICE FOUNDATION INCLUDE PROGRAMS OF SUNCOAST HOSPICE, SUNCOAST PACE, EMPATH PARTNERS IN CARE (EPIC), EMPATH HOME HEALTH CARE, INC., EMPATH COMMUNITY HEALTH AND OTHER PROGRAMS AND SERVICES OF EMPATH HEALTH, INC. SUNCOAST HOSPICE FOUNDATION FILLS THE GAP BETWEEN REIMBURSABLE AND NON-REIMBURSABLE EXPENSES ASSOCIATED WITH (CONTINUED ON SCHEDULE O) CHRONIC OR ADVANCED ILLNESS AND GRIEF. THE FOUNDATION ASSISTS THOSE WHO ARE NOT INSURED; THOSE WHO NEED MORE THAN INSURANCE COVERS; THOSE WHO CANNOT AFFORD TO PAY; THOSE WHO HAVE FAMILY MEMBERS AFFECTED BY A PATIENT'S HEALTH CONDITION; AND THOSE WHO NEED ASSISTANCE WITH NEEDS OUTSIDE OR IN ADDITION TO THEIR DIRECT MEDICAL DIAGNOSIS. THE FOUNDATION SEEKS TO PROVIDE CARE, COMPASSION, COMFORT, AND INSPIRATION TO EVERYONE DIRECTLY AND INDIRECTLY AFFECTED BY FAMILY MEMBERS' MEDICAL NEEDS REGARDLESS OF DIAGNOSIS, RACE, FAITH, AGE, OR FINANCIAL CIRCUMSTANCES.

    Expenses $10,344,069 · Grants $7,605,761

As filed on the 2024 return.

Listed in Part VII

  • Herb Eng

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • John O'Shea

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kathy Wilder

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tom Walker

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ford N Kyes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Joseph Sorota Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Keenan Knopke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Larry Feinman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Adam Olson

    FOUNDATION PRESIDENT (BEG. 7/25)

    Total calculated
    $0
    Hours/week
    40

  • Christy Hendricks

    CHIEF LEGAL OFFICER

    Total calculated
    $461,493
    From this org
    $0
    From related orgs
    $407,068
    Other
    $54,425
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,118 related
    Bonus
    $0 + $5,918 related
    Other
    $0 + $1,032 related
    Deferred
    $0 + $23,718 related
    Nontaxable benefits
    $0 + $30,707 related
    Filer's total
    $0 + $461,493 related

  • Jonathan Fleece

    PRESIDENT/CEO

    Total calculated
    $792,410
    From this org
    $0
    From related orgs
    $727,103
    Other
    $65,307
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $726,071 related
    Bonus
    $0
    Other
    $0 + $1,032 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $34,807 related
    Filer's total
    $0 + $792,410 related

  • Kathryn S Rabon

    PRESIDENT OF SHF/CPO (END. 6/25)

    Total calculated
    $243,625
    From this org
    $216,619
    From related orgs
    $0
    Other
    $27,006
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,620
    Bonus
    $30,500
    Other
    $2,499
    Deferred
    $7,232
    Nontaxable benefits
    $19,774
    Filer's total
    $243,625

  • Saida Bouhamid

    CFO

    Total calculated
    $508,497
    From this org
    $0
    From related orgs
    $452,474
    Other
    $56,023
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $451,442 related
    Bonus
    $0
    Other
    $0 + $1,032 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $25,523 related
    Filer's total
    $0 + $508,497 related

  • Tarrah L Lowry

    CHIEF OPERATING OFFICER

    Total calculated
    $671,396
    From this org
    $0
    From related orgs
    $616,625
    Other
    $54,771
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $465,848 related
    Bonus
    $0 + $138,624 related
    Other
    $0 + $12,153 related
    Deferred
    $0 + $30,600 related
    Nontaxable benefits
    $0 + $24,171 related
    Filer's total
    $0 + $671,396 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION
THE COMPENSATION OF THE PRESIDENT/CEO AND THE EXECUTIVE DIRECTOR IS DETERMINED BY EMPATH-STRATUM, INC. ("ESI"), A RELATED 501(C)(3) ORGANIZATION. ESI USES THE FOLLOWING TO DETERMINE THEIR COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEYS OR STUDIES - APPROVAL BY THE BOARD OF DIRECTORS/COMPENSATION COMMITTEE
SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
THE FOLLOWING INDIVDUAL(S) PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED THE FOLLOWING AMOUNTS THAT WERE VESTED DURING CALENDAR YEAR 2024: -JONATHAN FLEECE $0 -TARRAH L. LOWRY $11,187

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

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.

  • EMPATH-STRATUM INC

    501(C)(3) · PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES · FL

    Directly controlled by NA

  • EMPATH MEDICAL SERVICES DIVISION INC

    501(C)(3) · INACTIVE · FL · controlled entity

    Directly controlled by EMPATH-STRATUM INC

  • STRATUM HEALTH SYSTEM INC

    501(C)(3) · PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES · FL · controlled entity

    Directly controlled by EMPATH-STRATUM INC

  • EMPATH HOME HEALTH DIVISION INC

    501(C)(3) · HOME HEALTH · FL · controlled entity

    Directly controlled by EMPATH-STRATUM INC

  • HOSPICE OF MARION COUNTY INC

    501(C)(3) · PROVIDES END-OF-LIFE CARE AND SERVICES · FL · controlled entity

    Directly controlled by EMPATH-STRATUM INC

  • HOSPICE OF MARION COUNTY FOUNDATION INC

    501(C)(3) · PHILANTHROPIC SUPPORT TO HOSPICE OF MARION COUNTY · FL · controlled entity

    Directly controlled by EMPATH-STRATUM INC

  • EMPATH HOSPICE DIVISION INC

    501(C)(3) · PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES · FL · controlled entity

    Directly controlled by EMPATH-STRATUM INC

  • EMPATH ELDER SERVICES DIVISION INC DBA EMPATH COMPLETE CARE

    501(C)(3) · INACTIVE · FL · controlled entity

    Directly controlled by EMPATH-STRATUM INC

  • EMPATH COMMUNITY SERVICES DIVISION INC

    501(C)(3) · INACTIVE · FL · controlled entity

    Directly controlled by EMPATH-STRATUM INC

  • EMPATH HEALTH INC

    501(C)(3) · PROVIDE A COMPREHENSIVE CONTINUUM OF SERVICES · FL

    Directly controlled by EMPATH-STRATUM INC

  • AIDS SERVICE ASSOCIATION OF PINELLAS INC

    501(C)(3) · AIDS PREVENTION & EDUCATION · FL · controlled entity

    Directly controlled by EMPATH HEALTH INC

  • THE HOSPICE OF THE FLORIDA SUNCOAST INC

    501(C)(3) · HOSPICE · FL · controlled entity

    Directly controlled by EMPATH HEALTH INC

  • SUNCOAST PACE INC

    501(C)(3) · PACE PROGRAM · FL · controlled entity

    Directly controlled by EMPATH HEALTH INC

  • TIDEWELL FOUNDATION INC

    501(C)(3) · PHILANTHROPIC SUPPORT TO TIDEWELL HOSPICE · FL · controlled entity

    Directly controlled by STRATUM HEALTH SYSTEM INC

  • TIDEWELL HOSPICE INC

    501(C)(3) · HOSPICE · FL · controlled entity

    Directly controlled by STRATUM HEALTH SYSTEM INC

  • TRUSTBRIDGE INC

    501(C)(3) · HOLDING COMPANY · FL · controlled entity

    Directly controlled by EMPATH HOSPICE DIVISION INC

  • TRUSTBRIDGE FOUNDATION INC

    501(C)(3) · FUNDRAISING · FL · controlled entity

    Directly controlled by TRUSTBRIDGE INC

  • HARBOR PALLIATIVE CARE SERVICE INC

    501(C)(3) · PALLIATIVE SERVICES · FL · controlled entity

    Directly controlled by TRUSTBRIDGE INC

  • HOSPICE OF PALM BEACH COUNTY INC

    501(C)(3) · HOSPICE · FL · controlled entity

    Directly controlled by TRUSTBRIDGE INC

  • HOSPICE BY THE SEA INC

    501(C)(3) · HOSPICE · FL · controlled entity

    Directly controlled by TRUSTBRIDGE INC

  • FOCUSCARE HOME HEALTH INC

    501(C)(3) · INACTIVE · FL · controlled entity

    Directly controlled by TRUSTBRIDGE INC

  • THE MEDICAL STORE OF PALM BEACH COUNTY

    501(C)(3) · INACTIVE · FL · controlled entity

    Directly controlled by TRUSTBRIDGE INC

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 corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HEAL AT HOME HEALTHCARE LLC

    S CORPORATION · HOME HEALTH CARE · FL · controlled entity

    Directly controlled by NA

  • HOSPICE SYSTEMS INC

    C CORPORATION · JOINT VENTURE IN SPECIAL NEEDS PLAN · FL · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2026
IRS schema version
2024v5.1
Source object
202642259349302324

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