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Nonprofiteer
← ALIVIA CARE INC

Form 990 for tax year 2023

Filed by ALIVIA CARE INC.

Totals

Total revenue
$10,467,990
Total expenses
$14,288,197
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$10,455,840
Investment income
$12,150
Other revenue
$0
Total assets, end of year
$1,446,296
Total liabilities, end of year
$4,699,825
Net assets or fund balances, end of year
-$3,253,529
Program services expenses (Part IX)
$10,741,192
Management and general expenses
$3,501,705
Fundraising expenses
$45,300
Program service expenses (Part III)
$10,741,193

Program services were 75.2% 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.

  • 2a · Program service revenue: MANAGEMENT SERVICE REVENUE

    total $10,455,840 · related or exempt $10,455,840

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $12,150 · excluded $12,150

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $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.

  • 5 · Compensation of officers, directors and key employees

    total $2,715,555 · program services $652,285 · management and general $2,063,270

  • 7 · Other salaries and wages

    total $7,489,955 · program services $6,699,755 · management and general $790,200

  • 8 · Pension plan contributions

    total $328,382 · program services $314,964 · management and general $13,418

  • 9 · Other employee benefits

    total $912,006 · program services $802,964 · management and general $109,042

  • 10 · Payroll taxes

    total $571,344 · program services $534,662 · management and general $36,682

  • 11a · Fees: management

    total $28,757 · management and general $28,757

  • 11b · Fees: legal

    total $44,900 · program services $44,900

  • 11c · Fees: accounting

    total $41,557 · program services $41,557

  • 11d · Fees: lobbying

    total $73,357 · program services $73,357

  • 11g · Fees: other

    total $350,362 · program services $40,798 · management and general $309,564 · fundraising $0

  • 12 · Advertising and promotion

    total $1,326 · program services $1,326

  • 13 · Office expenses

    total $746,805 · program services $639,107 · management and general $107,698

  • 14 · Information technology

    total $479,617 · program services $479,617

  • 16 · Occupancy

    total $91,778 · program services $91,778

  • 17 · Travel

    total $18,698 · program services $18,698

  • 19 · Conferences, conventions and meetings

    total $135,937 · program services $92,863 · management and general $43,074

  • 22 · Depreciation, depletion and amortization

    total $113,606 · program services $113,606

  • 23 · Insurance

    total $45,939 · program services $45,939

  • 24a · Other expenses: OVERHEAD ALLOCATION

    total $53,016 · program services $53,016

  • 24b · Other expenses: SPONSORSHIPS

    total $45,300 · fundraising $45,300

  • 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 $324,821 · end of year $397,040

  • 4 · Accounts receivable

    beginning of year $694,747 · end of year $465,505

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $148,604 · end of year $123,295

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

    $811,554

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

    $351,099

  • 10c · Land, buildings and equipment, net

    beginning of year $255,503 · end of year $460,455

  • 11 · Investments: publicly traded securities

    beginning of year $1 · end of year $1

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $1,915,540 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,645,608 · end of year $2,552,688

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $126,930 · end of year $2,147,137

  • 27 · Net assets without donor restrictions

    beginning of year $566,678 · end of year -$3,253,529

Mission and programs · 2023

Mission

Provide leadership to support innovative care solutions through best in class services, collaborative partnerships, and strategic investments.

  • Alivia Care, Inc. was developed to provide the framework and support for the development and operation of innovative care solutions (hospice care, palliative care, care coordination, home heath, etc.) that help those with serious illness, chronic illness, end-stage illness or geriatric frailty live better and have a better experience with their healthcare needs. Alivia Care has sought to pursue this goal through collaborative partnerships and strategic investments in programs, technology, and partnerships that create the capacity to provide or support services and programs for our patients, families, and those who provide medical care and to them. Alivia Care, Inc. has done this by providing the strategic vision to guide investment and by providing access to shared services such as business analytics, finance/accounting, healthcare/community relations, human resources, information technology, marketing and communications and quality and compliance to our patient-facing programs, which include Community Hospice & Palliative Care, Community Palliative Consultants, Alivia Care of Georgia (Hospice of the Golden Isles and Hospice Satilla), Alivia Care Solutions (Alivia Supportive Care, Secure Care Home Health and Allegiant Home Care) and PACE Partners of Northeast Florida.

    Expenses $10,741,193 · Revenue $10,455,840

As filed on the 2023 return.

Listed in Part VII

  • Phillip C Ward

    President & CEO Community Hospice of Northeast Florida, Secretary & Treasurer

    Total calculated
    $549,732
    From this org
    $506,344
    From related orgs
    $0
    Other
    $43,388
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $426,420
    Bonus
    $77,602
    Other
    $2,322
    Deferred
    $22,500
    Nontaxable benefits
    $20,888
    Filer's total
    $549,732

  • Susan Ponder-Stansel

    President & CEO Alivia Care, Inc., Vice Chair

    Total calculated
    $732,097
    From this org
    $635,655
    From related orgs
    $0
    Other
    $96,442
    Hours/week
    21 + 21 related

    Schedule J breakdown matched by us

    Base
    $543,340
    Bonus
    $88,125
    Other
    $4,190
    Deferred
    $52,385
    Nontaxable benefits
    $44,057
    Filer's total
    $732,097

  • Allison Korman Shelton

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dr Robert C Nuss

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Fernando Acosta-Rua

    Chair

    Total calculated
    $0
    Hours/week
    2

  • John W Logue

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kevin Robbins

    Ex Officio

    Total calculated
    $0
    Hours/week
    1

  • Morrie Zimmerman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ray Matuza

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Scott S Cairns

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Andrea Fritz

    Senior Vice President of Finance

    Total calculated
    $386,329
    From this org
    $309,951
    From related orgs
    $0
    Other
    $76,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,000
    Bonus
    $69,951
    Other
    $0
    Deferred
    $42,573
    Nontaxable benefits
    $33,805
    Filer's total
    $386,329

  • Brandon Culp

    Vice President of Business Development

    Total calculated
    $223,280
    From this org
    $196,843
    From related orgs
    $0
    Other
    $26,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,000
    Bonus
    $11,843
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $26,437
    Filer's total
    $223,280

  • Jennifer Edwards

    Vice President, Medical Services

    Total calculated
    $189,095
    From this org
    $186,795
    From related orgs
    $0
    Other
    $2,300
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,000
    Bonus
    $21,795
    Other
    $0
    Deferred
    $2,300
    Nontaxable benefits
    $0
    Filer's total
    $189,095

  • Kenneth McCosh

    Chief Financial Officer

    Total calculated
    $344,230
    From this org
    $316,175
    From related orgs
    $0
    Other
    $28,055
    Hours/week
    26 + 14 related

    Schedule J breakdown matched by us

    Base
    $282,220
    Bonus
    $33,047
    Other
    $908
    Deferred
    $1,400
    Nontaxable benefits
    $26,655
    Filer's total
    $344,230

  • Wildrick Kenny Stevenson

    Chief Operating Officer

    Total calculated
    $381,863
    From this org
    $330,699
    From related orgs
    $0
    Other
    $51,164
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,000
    Bonus
    $80,699
    Other
    $0
    Deferred
    $40,500
    Nontaxable benefits
    $10,664
    Filer's total
    $381,863

  • Ana Sanchez

    Chief Medical Officer

    Total calculated
    $122,263
    From this org
    $118,588
    From related orgs
    $0
    Other
    $3,675
    Hours/week
    40

  • Chakka Mount

    Director of Accounting

    Total calculated
    $143,357
    From this org
    $130,321
    From related orgs
    $0
    Other
    $13,036
    Hours/week
    40

  • Eric Brown

    Director of Human Resources

    Total calculated
    $181,687
    From this org
    $159,727
    From related orgs
    $0
    Other
    $21,960
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,000
    Bonus
    $1,727
    Other
    $0
    Deferred
    $21,960
    Nontaxable benefits
    $0
    Filer's total
    $181,687

  • Jane Beals

    Director of Revenue Cycle Management

    Total calculated
    $142,271
    From this org
    $122,274
    From related orgs
    $0
    Other
    $19,997
    Hours/week
    40

  • Michele Edenfield

    Director of Business Integration

    Total calculated
    $157,318
    From this org
    $152,768
    From related orgs
    $0
    Other
    $4,550
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,768
    Bonus
    $0
    Other
    $0
    Deferred
    $4,550
    Nontaxable benefits
    $0
    Filer's total
    $157,318

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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4b Supplemental nonqualified retirement plan
NONQUALIFIED DEFERRED COMPENSATION - CERTAIN Officers PARTICIPATE IN A 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLAN SPONSORED BY a related organization. THE FOLLOWING AMOUNTS REPRESENT THE INCREASE IN VALUE RECEIVED UNDER THE TERMS OF THE PLAN. Phillip Ward - $22,500 Susan Ponder-Stansel - $22,500

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
2023
Filed
15 August 2025
IRS schema version
2023v6.0
Source object
202502279349302330

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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