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Nonprofiteer
← TRUSTBRIDGE INC

Form 990 for tax year 2022

Filed by TRUSTBRIDGE INC.

Totals

Total revenue
$47,927,376
Total expenses
$49,739,877
Contributions and grants received
$403,709
Grants paid
$0
Program service revenue
$47,222,791
Investment income
$42,821
Other revenue
$258,055
Total assets, end of year
$217,792,635
Total liabilities, end of year
$50,681,438
Net assets or fund balances, end of year
$167,111,197
Program services expenses (Part IX)
$49,739,877
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$49,739,877

Program services were 100.0% 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.

  • 1d · Related organizations

    $403,709

  • 2a · Program service revenue: General Charges to Affiliates

    total $32,413,111 · related or exempt $32,413,111

  • 2b · Program service revenue: Physician Charges to Affiliate

    total $10,317,821 · related or exempt $10,317,821

  • 2c · Program service revenue: Affiliates use of DME

    total $4,491,859 · related or exempt $4,491,859

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $33,571 · excluded $33,571

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    other assets $36,029

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

    other assets $26,779

  • 7c · Gain or loss

    securities $0 · other assets $9,250

  • 7d · Net gain or loss

    total $9,250 · excluded $9,250

  • 11a · Other revenue: Cafeteria

    total $182,748 · excluded $182,748

  • 11b · Other revenue: Other Income

    total $75,307 · related or exempt $75,307

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $258,055

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,446,647 · program services $2,446,647

  • 7 · Other salaries and wages

    total $23,299,678 · program services $23,299,678

  • 8 · Pension plan contributions

    total $661,276 · program services $661,276

  • 9 · Other employee benefits

    total $2,989,874 · program services $2,989,874

  • 10 · Payroll taxes

    total $1,633,992 · program services $1,633,992

  • 11b · Fees: legal

    total $679,151 · program services $679,151

  • 11c · Fees: accounting

    total $205,312 · program services $205,312

  • 11g · Fees: other

    total $1,461,940 · program services $1,461,940 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $498,913 · program services $498,913

  • 13 · Office expenses

    total $1,236,694 · program services $1,236,694

  • 14 · Information technology

    total $3,489,532 · program services $3,489,532

  • 16 · Occupancy

    total $3,559,924 · program services $3,559,924

  • 17 · Travel

    total $455,546 · program services $455,546

  • 19 · Conferences, conventions and meetings

    total $116,235 · program services $116,235

  • 20 · Interest

    total $641,534 · program services $641,534

  • 22 · Depreciation, depletion and amortization

    total $3,062,307 · program services $3,062,307

  • 23 · Insurance

    total $899,958 · program services $899,958

  • 24a · Other expenses: EQUIPMENT COSTS

    total $929,501 · program services $929,501

  • 24b · Other expenses: VEHICLE EXPENSE

    total $603,612 · program services $603,612

  • 24c · Other expenses: DEVELOPMENT COSTS

    total $230,545 · program services $230,545

  • 24d · Other expenses: RECRUITING COSTS

    total $637,706 · program services $637,706

  • 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 $2,134,193 · end of year $3,082,150

  • 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

  • 8 · Inventories for sale or use

    beginning of year $463,776 · end of year $308,638

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,891,424 · end of year $1,391,434

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

    $11,487,510

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

    $9,571,363

  • 10c · Land, buildings and equipment, net

    beginning of year $1,997,717 · end of year $1,916,147

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $217,817,060 · end of year $180,184,079

  • 15 · Other assets

    beginning of year $22,653,879 · end of year $30,910,187

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,682,084 · end of year $11,578,482

  • 20 · Tax-exempt bond liabilities

    beginning of year $21,562,507 · end of year $20,312,503

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $9,005,169 · end of year $18,790,453

  • 27 · Net assets without donor restrictions

    beginning of year $168,536,932 · end of year $136,906,390

  • 28 · Net assets with donor restrictions

    beginning of year $36,171,357 · end of year $30,204,807

Mission and programs · 2022

Mission

TRUSTBRIDGE, INC. IS ORGANIZED & OPERATED EXCLUSIVELY FOR THE PURPOSE OF PROVIDING MANAGEMENT, ADMINISTRATIVE, & OTHER SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS: HOSPICE OF PALM BEACH COUNTY, INC., HOSPICE BY THE SEA INC. AND AFFILIATES.

Activities or mission (Part I)

The organization is operated exclusively for the purpose of providing management and other support services to the hospice of palm beach county, and other related tax-exempt organizations.

  • TRUSTBRIDGE, INC. PROVIDES MANAGEMENT, ADMINISTRATIVE, AND OTHER SUPPORT SERVICES TO ITS SUPPORTED ORGANIZATIONS: HOSPICE OF PALM BEACH COUNTY, INC., TRUSTBRIDGE FOUNDATION, INC., HOSPICE BY THE SEA, INC., THE MEDICAL STORE OF PALM BEACH COUNTY, INC., FOCUS CARE HOME HEALTH, INC., AND HARBOR PALLIATIVE CARE SERVICES, INC.

    Expenses $49,739,877 · Revenue $47,298,098

As filed on the 2022 return.

Listed in Part VII

  • Heather Siegel Miller

    Vice Chair

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Randy Levitt

    Chairman

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Randy Nobles

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • William Quinn II

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Barbara Bolton Litten

    Director

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • John Mullen

    Director

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Kristin Ahr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Marian Pearlman Nease

    Director

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Maurice Woods

    Director

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Thomas G Burns

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Amanda Tippin

    Corporate Compliance/Privacy Officer (beg. 8.23.22)

    Total calculated
    $169,609
    From this org
    $155,666
    From related orgs
    $0
    Other
    $13,943
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $131,900
    Bonus
    $18,684
    Other
    $5,082
    Deferred
    $4,723
    Nontaxable benefits
    $9,220
    Filer's total
    $169,609

  • Amy L Cannizzo-Brennan

    VP Excellence/Corp Comp Officer (through 8.23.22)

    Total calculated
    $270,528
    From this org
    $247,136
    From related orgs
    $0
    Other
    $23,392
    Hours/week
    19 + 25 related

    Schedule J breakdown matched by us

    Base
    $152,423
    Bonus
    $58,754
    Other
    $35,959
    Deferred
    $10,851
    Nontaxable benefits
    $12,541
    Filer's total
    $270,528

  • Charles e Snider

    CHRO (beg. 8.23.22)

    Total calculated
    $122,797
    From this org
    $117,181
    From related orgs
    $0
    Other
    $5,616
    Hours/week
    10 + 30 related

  • David C Fielding

    CEO

    Total calculated
    $811,401
    From this org
    $772,630
    From related orgs
    $0
    Other
    $38,771
    Hours/week
    19 + 30 related

    Schedule J breakdown matched by us

    Base
    $447,975
    Bonus
    $268,122
    Other
    $56,533
    Deferred
    $14,275
    Nontaxable benefits
    $24,496
    Filer's total
    $811,401

  • Fred T Watson

    Vice President, CHRO (through 8.23.22)

    Total calculated
    $241,185
    From this org
    $219,057
    From related orgs
    $0
    Other
    $22,128
    Hours/week
    19 + 30 related

    Schedule J breakdown matched by us

    Base
    $128,000
    Bonus
    $62,019
    Other
    $29,038
    Deferred
    $9,821
    Nontaxable benefits
    $12,307
    Filer's total
    $241,185

  • Mark R Huntley

    CFO

    Total calculated
    $475,123
    From this org
    $439,673
    From related orgs
    $0
    Other
    $35,450
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $279,841
    Bonus
    $106,375
    Other
    $53,457
    Deferred
    $14,275
    Nontaxable benefits
    $21,175
    Filer's total
    $475,123

  • Tarrah L Lowry

    Chief Operating Officer

    Total calculated
    $373,038
    From this org
    $346,566
    From related orgs
    $0
    Other
    $26,472
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $301,964
    Bonus
    $30,002
    Other
    $14,600
    Deferred
    $2,827
    Nontaxable benefits
    $23,645
    Filer's total
    $373,038

  • Bivek K Pathak

    CIO

    Total calculated
    $412,898
    From this org
    $374,978
    From related orgs
    $0
    Other
    $37,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,918
    Bonus
    $67,616
    Other
    $60,444
    Deferred
    $14,275
    Nontaxable benefits
    $23,645
    Filer's total
    $412,898

  • Faustino Gonzalez MD

    Chief Medical Officer

    Total calculated
    $435,377
    From this org
    $403,576
    From related orgs
    $0
    Other
    $31,801
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $262,822
    Bonus
    $85,492
    Other
    $55,262
    Deferred
    $14,275
    Nontaxable benefits
    $17,526
    Filer's total
    $435,377

  • Mariaelena Caraballo DO

    Associate Medical Director

    Total calculated
    $491,169
    From this org
    $468,129
    From related orgs
    $0
    Other
    $23,040
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $427,367
    Bonus
    $4,800
    Other
    $35,962
    Deferred
    $13,650
    Nontaxable benefits
    $9,390
    Filer's total
    $491,169

  • Rahat Abbas DO

    Assoc Medical Director

    Total calculated
    $408,436
    From this org
    $394,786
    From related orgs
    $0
    Other
    $13,650
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,179
    Bonus
    $0
    Other
    $181,607
    Deferred
    $13,650
    Nontaxable benefits
    $0
    Filer's total
    $408,436

  • Richard L Teitzman DO

    Associate Medical Director

    Total calculated
    $472,447
    From this org
    $445,596
    From related orgs
    $0
    Other
    $26,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $406,223
    Bonus
    $2,400
    Other
    $36,973
    Deferred
    $14,025
    Nontaxable benefits
    $12,826
    Filer's total
    $472,447

  • Dominique R Renaud

    Former Officer

    Total calculated
    $139,887
    From this org
    $136,417
    From related orgs
    $0
    Other
    $3,470
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $8,655
    Bonus
    $21,973
    Other
    $105,789
    Deferred
    $3,212
    Nontaxable benefits
    $258
    Filer's total
    $139,887

  • Pedro A Herrera

    Former Officer

    Total calculated
    $288,415
    From this org
    $274,682
    From related orgs
    $0
    Other
    $13,733
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,234
    Bonus
    $52,869
    Other
    $39,579
    Deferred
    $13,039
    Nontaxable benefits
    $694
    Filer's total
    $288,415

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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 4a Severance or change-of-control payment
Dominique Renaud received severance payments totaling $95,085 from the filing organization during 2022. These payments were taxable to the individual and are included on Schedule J, Part II, Column B(iii).
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING CONTRIBUTIONS WERE MADE DURING 2022 TO A SECTION 457(F) PLAN: Fielding, David C. - $5,125 Huntley, Mark R. - $5,125 GONZALEZ, FAUSTINO - $5,125 Herrera, Pedro A. - $5,125 Cannizzo-Brennan, Amy L. - $3,942 Watson, Fred T. - $3,750 Renaud, Dominique - $63 Snider, Charles E. - $75 Caraballo, Mariaelena - $4,500 Teitzman, Richard L. - $4,875 Pathak, Bivek K. - $5,125 Abbas, Rahat - $4,500 THE FOLLOWING DISTRIBUTIONS WERE PAID DURING 2022: Fielding, David C. - $5,159 Huntley, Mark R. - $4,635 GONZALEZ, FAUSTINO - $5,321 Herrera, Pedro A. - $5,161 Cannizzo-Brennan, Amy L. - $15,257 Renaud, Dominique - $3,886 Caraballo, Mariaelena - $5,511 Teitzman, Richard L. - $5,390 Pathak, Bivek K. - $6,015 Abbas, Rahat - $5,555

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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349300400

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