Form 990 for tax year 2022
Filed by WESTERN RESERVE CARE SOLUTIONS.
Totals
- Total revenue
- $14,760,996
- Total expenses
- $14,024,397
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $14,462,373
- Investment income
- $93,244
- Other revenue
- $205,379
- Total assets, end of year
- $30,374,301
- Total liabilities, end of year
- $30,597,451
- Net assets or fund balances, end of year
- -$223,150
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $14,024,397
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
Program services were 0.0% 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.
-
2a · Program service revenue: MANAGEMENT FEES
total $14,462,373 · related or exempt $14,462,373
-
3 · Investment income
total $93,244 · excluded $93,244
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $205,379 · related or exempt $205,379
-
11e · Other revenue, total
$205,379
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $980,125 · management and general $980,125
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $7,115,850 · management and general $7,115,850
-
8 · Pension plan contributions
total $146,088 · management and general $146,088
-
9 · Other employee benefits
total $1,268,278 · management and general $1,268,278
-
10 · Payroll taxes
total $653,520 · management and general $653,520
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $450,142 · management and general $450,142
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $1,053,248 · management and general $1,053,248
-
12 · Advertising and promotion
total $303,195 · management and general $303,195
-
13 · Office expenses
total $1,481,046 · management and general $1,481,046
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $178,269 · management and general $178,269
-
17 · Travel
total $6,031 · management and general $6,031
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $50,853 · management and general $50,853
-
20 · Interest
total $1,329 · management and general $1,329
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $128,919 · management and general $128,919
-
23 · Insurance
total $101,127 · management and general $101,127
-
24a · Other expenses: MAINTENANCE/HSKG
total $57,352 · management and general $57,352
-
24b · Other expenses: EQUIPMENT MAINTENANCE
total $23,267 · management and general $23,267
-
24c · Other expenses: SECURITY
total $12,425 · management and general $12,425
-
24d · Other expenses: OTHER EXPENSES
total $9,871 · management and general $9,871
-
24e · All other expenses
total $3,462 · management and general $3,462
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $750,032 · end of year $662,028
-
2 · Savings and temporary cash investments
beginning of year $4,213,592 · end of year $1,500,598
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $1,349,622 · end of year $26,825,710
-
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 $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $96,547 · end of year $160,232
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $1,133,780 · end of year $1,225,733
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $2,471,741 · end of year $3,680,167
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $6,031,581 · end of year $26,917,284
-
27 · Net assets without donor restrictions
beginning of year -$959,749 · end of year -$223,150
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
WESTERN RESERVE CARE SOLUTIONS ("WRCS") IS A NONPROFIT CORPORATION ESTABLISHED UNDER THE STATE LAWS OF OHIO. WRCS IS PART OF A GROUP OF RELATED CHARITABLE ORGANIZATIONS THAT PROVIDE HOSPICE, PALLIATIVE CARE, AND RELATED SERVICES.
Activities or mission (Part I)
TO SUPPORT THE MISSION OF ITS SUBSIDIARIES, HOSPICE OF THE WESTERN RESERVE, INC. AND HOSPICE OF MEDINA COUNTY AND ANY FUTURE AFFILIATIONS.
-
WESTERN RESERVE CARE SOLUTIONS' ("WRCS") PURPOSE IS TO SUPPORT THE MISSION OF ITS SUBSIDIARES, HOSPICE OF THE WESTERN RESERVE, INC. ("HWR"), HOSPICE OF MEDINA COUNTY ("HMC"), HOSPICE OF THE WESTERN RESERVE AT UH, LLC, AND STEIN HOSPICE AND ANY FUTURE AFFILIATIONS.
Revenue $14,667,752
As filed on the 2022 return.
Listed in Part VII
-
William E FinnWILLIAM E FINN
PRESIDENT & CEO
- Total calculated
- $523,118
- From this org
- $488,241
- From related orgs
- $0
- Other
- $34,877
- Hours/week
- 40 + 11 related
Schedule J breakdown matched by us
- Base
- $379,241
- Bonus
- $109,000
- Other
- not reported
- Deferred
- $9,739
- Nontaxable benefits
- $25,138
- Filer's total
- $523,118
-
Marina LazbinMARINA LAZBIN
Assoc. MEDICAL DIRECTOR
- Total calculated
- $334,038
- From this org
- $301,960
- From related orgs
- $0
- Other
- $32,078
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $296,728
- Bonus
- $5,232
- Other
- not reported
- Deferred
- $6,039
- Nontaxable benefits
- $26,039
- Filer's total
- $334,038
-
Robert AnckerROBERT ANCKER
CHIEF MEDICAL DIRECTOR
- Total calculated
- $318,557
- From this org
- $288,194
- From related orgs
- $0
- Other
- $30,363
- Hours/week
- 2 + 45 related
Schedule J breakdown matched by us
- Base
- $274,411
- Bonus
- $13,783
- Other
- not reported
- Deferred
- $4,324
- Nontaxable benefits
- $26,039
- Filer's total
- $318,557
-
Jeannette SprengJEANNETTE SPRENG
ASSOCIATE MEDICAL DIRECTOR
- Total calculated
- $273,010
- From this org
- $243,488
- From related orgs
- $0
- Other
- $29,522
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $242,988
- Bonus
- $500
- Other
- not reported
- Deferred
- $4,870
- Nontaxable benefits
- $24,652
- Filer's total
- $273,010
-
John Mastrojohn IIIJOHN MASTROJOHN III
EXECUTIVE VP/COO
- Total calculated
- $266,402
- From this org
- $239,526
- From related orgs
- $0
- Other
- $26,876
- Hours/week
- 2 + 47 related
Schedule J breakdown matched by us
- Base
- $221,126
- Bonus
- $18,400
- Other
- not reported
- Deferred
- $4,790
- Nontaxable benefits
- $22,086
- Filer's total
- $266,402
-
Kenelm McCormickKENELM MCCORMICK
ASSOCIATE MEDICAL DIRECTOR
- Total calculated
- $265,751
- From this org
- $262,149
- From related orgs
- $0
- Other
- $3,602
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $261,649
- Bonus
- $500
- Other
- not reported
- Deferred
- $3,602
- Nontaxable benefits
- not reported
- Filer's total
- $265,751
-
Julia A BartelJULIA A BARTEL
CHIEF CLINICAL OFFICER
- Total calculated
- $256,496
- From this org
- $227,614
- From related orgs
- $0
- Other
- $28,882
- Hours/week
- 3 + 48 related
Schedule J breakdown matched by us
- Base
- $209,970
- Bonus
- $17,644
- Other
- not reported
- Deferred
- $3,744
- Nontaxable benefits
- $25,138
- Filer's total
- $256,496
-
Jeffrey KovacsJEFFREY KOVACS
CHIEF FINANCIAL OFFICER
- Total calculated
- $200,512
- From this org
- $188,337
- From related orgs
- $0
- Other
- $12,175
- Hours/week
- 40 + 11 related
Schedule J breakdown matched by us
- Base
- $172,904
- Bonus
- $15,433
- Other
- not reported
- Deferred
- $3,470
- Nontaxable benefits
- $8,705
- Filer's total
- $200,512
-
Michael BaachMICHAEL BAACH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
William BowmanWILLIAM BOWMAN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Alfred ConnorsALFRED CONNORS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Raymond CushingRAYMOND CUSHING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Dan DemonicaDAN DEMONICA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Elizabeth DomholdtELIZABETH DOMHOLDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
William HerzbergerWILLIAM HERZBERGER
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Michael JacobsonMICHAEL JACOBSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Virginia Mlack MooneyVIRGINIA MLACK MOONEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Laura NavinLAURA NAVIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Faith NobleFAITH NOBLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
K Kay PotetzK KAY POTETZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mary OgrincMARY OGRINC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mark RibbinsMARK RIBBINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mark RossMARK ROSS
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Michael SandridgeMICHAEL SANDRIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Mark SchroederMARK SCHROEDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
William SpringerWILLIAM SPRINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
William StigelmanWILLIAM STIGELMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Neroy CarterNEROY CARTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 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
- 3 · Compensation committee
- 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, #4B
- PARTICIPATE IN, RECEIVE PAYMENT FROM, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WILLIAM FINN PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN WITH NO EMPLOYER CONTRIBUTIONS.
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.
-
HOSPICE OF THE WESTERN RESERVE INC
501(c)(3) · HOSPICE · OH · controlled entity
Directly controlled by WRCS
-
501(c)(3) · HOSPICE · OH · controlled entity
Directly controlled by WRCS
-
HOSPICE OF THE WESTERN RESERVE UH LLC
501(c)(3) · HOSPICE · OH
Directly controlled by NA
-
Hospice of the Western Reserve Foundatio
509(A)(3) · finl support · OH
Directly controlled by HWR
-
501(C)(3) · HOSPICE · OH · controlled entity
Directly controlled by WRCS
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 31 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313199349315921
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