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← HOSPICE OF THE VALLEY

Form 990 for tax year 2024

Filed by HOSPICE OF THE VALLEY.

Totals

Total revenue
$1,507,760
Total expenses
$4,304,237
Contributions and grants received
$373,956
Grants paid
$0
Program services expenses (Part IX)
$3,837,504
Management and general expenses
$466,733
Fundraising expenses
$0
Program service expenses (Part III)
$3,837,504

Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Brian Commons

    Chairperson

    Total calculated
    $0
    Hours/week
    1
  • Martin Tursky

    Board Member, COO - Youngstown and Lorain

    Total calculated
    $706,420
    From this org
    $0
    From related orgs
    $623,139
    Other
    $83,281
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,328 related
    Bonus
    $0 + $153,238 related
    Other
    $0 + $103,573 related
    Deferred
    $0 + $51,447 related
    Nontaxable benefits
    $0 + $31,834 related
    Filer's total
    $0 + $706,420 related
  • Rebecca Baytos

    President and Executive Director (End 09/24)

    Total calculated
    $177,600
    From this org
    $164,474
    From related orgs
    $0
    Other
    $13,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $92,056
    Bonus
    $10,668
    Other
    $61,750
    Deferred
    -$8,509
    Nontaxable benefits
    $21,635
    Filer's total
    $177,600
  • THOMAS ROTHBAUER

    Treasurer, Assistant CFO

    Total calculated
    $191,351
    From this org
    $0
    From related orgs
    $185,675
    Other
    $5,676
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,130 related
    Bonus
    $0 + $23,182 related
    Other
    $0 + $25,363 related
    Deferred
    $0 + $5,190 related
    Nontaxable benefits
    $0 + $486 related
    Filer's total
    $0 + $191,351 related
  • Amy Weaver PhD RNCNE

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Andrew Lipkin

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Catherine Saluga

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Richard Weaver

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • THOMAS MACABOBBY MD

    Board member, Physician

    Total calculated
    $383,007
    From this org
    $0
    From related orgs
    $324,137
    Other
    $58,870
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,462 related
    Bonus
    $0 + $33,468 related
    Other
    $0 + $40,207 related
    Deferred
    $0 + $21,754 related
    Nontaxable benefits
    $0 + $37,116 related
    Filer's total
    $0 + $383,007 related
  • William Eddy DO

    Former Medical Director (End 05/24)

    Total calculated
    $288,461
    From this org
    $0
    From related orgs
    $251,559
    Other
    $36,902
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,944 related
    Bonus
    $0 + $17,945 related
    Other
    $0 + $21,670 related
    Deferred
    $0 + $5,766 related
    Nontaxable benefits
    $0 + $31,136 related
    Filer's total
    $0 + $288,461 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 — 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
A tax indemnification benefit to cover the income tax incurred on employee recognition awards was paid to one board member/officer. The entire benefit was treated as taxable compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The compensation of Rebecca Baytos, President and Executive Director, is determined by Bon Secours Mercy Health, Inc., a related tax-exempt organization.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Severance Benefits consisting of continuation of base salary and insurance benefits were provided to listed individuals for specified periods. The listed individuals executed releases and waivers of claims in exchange for the severance benefits. Salary continuation amounts provided during the reporting year to listed individuals were as follows: Rebecca Baytos, $28,296.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The Bon Secours Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. THOSE PAYMENTS THAT ARE NOT YET VESTED DUE TO SUBSTANTIAL RISK OF FORFEITURE ARE INCLUDED IN SCHEDULE J, COLUMN (C) IN ACCORDANCE WITH IRS INSTRUCTIONS. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation IN SCHEDULE J, COLUMN (B)(III) for listed individuals due to SERP participation in the reporting year were as follows: Martin Tursky, $41,806.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health Physicians SERP
The Bon Secours Mercy Health Physicians SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. THOSE PAYMENTS THAT ARE NOT YET VESTED DUE TO SUBSTANTIAL RISK OF FORFEITURE ARE INCLUDED IN SCHEDULE J, COLUMN (C) IN ACCORDANCE WITH IRS INSTRUCTIONS. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation IN SCHEDULE J, COLUMN (B)(III) for listed individuals due to SERP participation in the reporting year were as follows: Thomas Macabobby, MD, $14,772; William Eddy, DO, $0.
Schedule J, Part I, Line 7 NON-FIXED PAYMENTS
The organization provides annual incentive compensation for listed individuals. The organization's Board of Trustees establishes objective thresholds for quality, community benefit, and financial performance which must be achieved for incentives to be awarded. The Board also establishes threshold, target and maximum levels for incentive awards. Within these established parameters, the Board determines the CEO's incentive award and incentive awards for other listed individuals are determined by the listed individual's supervisor and disclosed to the Board. The Board may authorize modified incentive awards when appropriate in its judgment.
Schedule J, Part II, Column (C) REPORTING NEGATIVE DEFERRED COMPENSATION
ANNUAL ACTUARIALLY-DETERMINED CONTRIBUTIONS TO DEFINED BENEFIT PLANS, WHICH ARE BASED ON PRIOR PLAN CONTRIBUTIONS, CHANGES IN INTEREST RATES, THE PRESENT VALUE OF ACCRUED BENEFITS, AND OTHER DATA AND ASSUMPTIONS ABOUT THE FUTURE, MAY, FOR SOME PLAN PARTICIPANTS AND FOR SOME PLAN YEARS, RESULT IN NEGATIVE CONTRIBUTION AMOUNTS.

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
2024
Filed
3 November 2025
IRS schema version
2024v5.1
Source object
202523079349302977

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