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Nonprofiteer
← BRISTOL HOME CARE AND HOSPICE AGENCY INC

Form 990 for tax year 2022

Filed by BRISTOL HOME CARE AND HOSPICE AGENCY INC.

Totals

Total revenue
$6,465,403
Total expenses
$6,113,171
Contributions and grants received
$5,184
Grants paid
$0
Program service revenue
$6,460,040
Investment income
$0
Other revenue
$179
Total assets, end of year
$456,672
Total liabilities, end of year
$1,895,295
Net assets or fund balances, end of year
-$1,438,623
Program services expenses (Part IX)
$4,632,042
Management and general expenses
$1,481,129
Fundraising expenses
$0
Program service expenses (Part III)
$4,632,042

Program services were 75.8% 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

    $5,184

  • 2a · Program service revenue: PATIENT SERVICE REV.

    total $6,460,040 · related or exempt $6,460,040

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $179 · excluded $179

  • 11e · Other revenue, total

    $179

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $140,803 · management and general $140,803

  • 7 · Other salaries and wages

    total $3,235,744 · program services $2,548,284 · management and general $687,460

  • 8 · Pension plan contributions

    total $39,174 · program services $33,102 · management and general $6,072

  • 9 · Other employee benefits

    total $564,256 · program services $476,912 · management and general $87,344

  • 10 · Payroll taxes

    total $251,018 · program services $212,110 · management and general $38,908

  • 11g · Fees: other

    total $1,402,155 · program services $881,613 · management and general $520,542

  • 12 · Advertising and promotion

    total $1,292 · program services $1,292

  • 13 · Office expenses

    total $52,146 · program services $52,146

  • 14 · Information technology

    total $8,083 · program services $8,083

  • 16 · Occupancy

    total $93,105 · program services $93,105

  • 17 · Travel

    total $71,676 · program services $71,676

  • 22 · Depreciation, depletion and amortization

    total $7,316 · program services $7,316

  • 24a · Other expenses: DRUGS

    total $156,426 · program services $156,426

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $55,795 · program services $55,795

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $22,132 · program services $22,132

  • 24d · Other expenses: DUES AND SUBSCRIPTIONS

    total $11,424 · program services $11,424

  • 24e · All other expenses

    total $626 · program services $626

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $505,734 · end of year $432,317

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,699 · end of year $8,923

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

    $35,683

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

    $31,424

  • 10c · Land, buildings and equipment, net

    beginning of year $11,575 · end of year $4,259

  • 15 · Other assets

    beginning of year $11,173 · end of year $11,173

  • 17 · Accounts payable and accrued expenses

    beginning of year $741,072 · end of year $967,695

  • 25 · Other liabilities

    beginning of year $1,595,834 · end of year $927,600

  • 27 · Net assets without donor restrictions

    beginning of year -$1,786,725 · end of year -$1,438,623

Mission and programs · 2022

Mission

BRISTOL HOME CARE AND HOSPICE IS COMMITTED TO PROVIDING THE HIGHEST QUALITY OF CARE TO PATIENTS USING THE CURRENT STANDARDS OF PRACTICE, WITH A FOCUS ON EDUCATION, PREVENTION AND SUPPORTING A SAFE HOME ENVIRONMENT. THE CLINICAL STAFF WILL PROVIDE SERVICES IN ACCORDANCE WITH STATE AND FEDERAL REGULATIONS. BRISTOL HOME CARE AND HOSPICE AGENCY FOLLOWS BRISTOL HOSPITAL'S ORGANIZATIONAL VALUES OF CEO (COMMUNICATION, EMPATHY, AND OWNERSHIP).

Activities or mission (Part I)

TO PROVIDE THE HIGHEST QUALITY OF CARE TO PATIENTS USING THE MOST CURRENT STANDARDS OF PRACTICE.

  • FOUNDED ON THE PREMISE THAT MOST PATIENTS WOULD PREFER TO RECUPERATE AT HOME AMIDST THE WARMTH AND SUPPORT OF FAMILY, THE APPLICANT'S HOME CARE AGENCY EMPLOYS SKILLED NURSES, THERAPISTS, SOCIAL WORKERS, AIDES AND OTHER HEALTH PROVIDERS TO PROVIDE HOME CARE TO THE GREATER BRISTOL RESIDENTS. ALL CARE IS COORDINATED BY SKILLED NURSES WITH A WIDE RANGE OF EXPERTISE, INCLUDING CARDIAC CARE, WOUND CARE, PALLIATIVE CARE AND CHRONIC DISEASE MANAGEMENT. THE APPLICANT'S NURSING STAFF, WORKING WITH THE ATTENDING PHYSICIAN AND OTHER HEALTH CARE TEAM MEMBERS, DEVELOP A PERSONALIZED PLAN OF CARE FOR EACH PATIENT, DESIGNED TO OPTIMIZE RECOVERY AND AVOID UNNECESSARY HOSPITALIZATION. HOME CARE SERVICES INCLUDE:-SKILLED NURSING,- PRIVATE DUTY AIDE SERVICES,- PALLIATIVE CARE,- OCCUPATIONAL THERAPY,- SPEECH AND LANGUAGE PATHOLOGY SERVICES,- MEDICAL SOCIAL SERVICES, - NUTRITIONAL COUNSELING,- CERTIFIED WOUND CARE; AND- LIFELINE EMERGENCY CALL SYSTEM.THE ORGANIZATION'S HOSPICE PROGRAM PROVIDES CARE AND SUPPORT TO PERSONS WITH LIFE-ENDING ILLNESSES. THE APPLICANT PRIMARILY PROVIDES HOSPICE CARE IN HOME SETTINGS, BUT ALSO IN SKILLED NURSING FACILITIES AND, WHERE MEDICALLY APPROPRIATE, IN HOSPITALS. HOSPICE CARE IS PROVIDED BY AN INTERDISCIPLINARY TEAM OF PROFESSIONALS AND VOLUNTEERS WORKING TOGETHER TO CARE FOR THE PATIENT'S PHYSICAL, PSYCHOLOGICAL, SOCIAL AND SPIRITUAL NEEDS. AVAILABLE SERVICES INCLUDE:- MEDICAL CARE FOCUSED ON PATIENT COMFORT,- PAIN MANAGEMENT AND SYMPTOM CONTROL.

    Expenses $4,632,042 · Revenue $6,460,040

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kurt Barwis

    PRESIDENT & CEO

    Total calculated
    $713,127
    From this org
    $0
    From related orgs
    $676,472
    Other
    $36,655
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $582,178 related
    Bonus
    $0 + $94,294 related
    Other
    $0
    Deferred
    $0 + $22,073 related
    Nontaxable benefits
    $0 + $14,582 related
    Filer's total
    $0 + $713,127 related

  • Glenn Heiser

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • Edward Henry

    DIRECTOR

    Total calculated
    $307,803
    From this org
    $0
    From related orgs
    $278,313
    Other
    $29,490
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,313 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,824 related
    Nontaxable benefits
    $0 + $25,666 related
    Filer's total
    $0 + $307,803 related

  • John Lodovico Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 10 related

  • Chris Ann Meaney

    DIRECTOR

    Total calculated
    $319,795
    From this org
    $0
    From related orgs
    $313,567
    Other
    $6,228
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,214 related
    Bonus
    $0 + $34,353 related
    Other
    $0
    Deferred
    $0 + $3,833 related
    Nontaxable benefits
    $0 + $2,395 related
    Filer's total
    $0 + $319,795 related

  • Nancy Lamonica

    DIRECTOR

    Total calculated
    $228,055
    From this org
    $0
    From related orgs
    $205,543
    Other
    $22,512
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,211 related
    Bonus
    $0 + $17,332 related
    Other
    $0
    Deferred
    $0 + $2,788 related
    Nontaxable benefits
    $0 + $19,724 related
    Filer's total
    $0 + $228,055 related

  • Caren Chalfant

    SEC./TREASURER OF BOARD

    Total calculated
    $140,803
    From this org
    $140,666
    From related orgs
    $0
    Other
    $137
    Hours/week
    40

  • Christine Laprise

    DIRECTOR

    Total calculated
    $275,225
    From this org
    $0
    From related orgs
    $252,809
    Other
    $22,416
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,284 related
    Bonus
    $0 + $22,525 related
    Other
    $0
    Deferred
    $0 + $3,173 related
    Nontaxable benefits
    $0 + $19,243 related
    Filer's total
    $0 + $275,225 related

  • Suzanne Leszko

    RN

    Total calculated
    $127,557
    From this org
    $107,957
    From related orgs
    $0
    Other
    $19,600
    Hours/week
    40

  • Sophie E Whitlock

    RN

    Total calculated
    $126,577
    From this org
    $106,272
    From related orgs
    $0
    Other
    $20,305
    Hours/week
    40

  • Sandra Delaire

    RN

    Total calculated
    $101,957
    From this org
    $101,883
    From related orgs
    $0
    Other
    $74
    Hours/week
    40

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)

PART I, LINE 3
KURT BARWIS, THE ORGANIZATION'S PRESIDENT, CEO AND CFO, IS PAID BY A RELATED ORGANIZATION, BRISTOL HOSPITAL, INC., WHICH USED A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH HIS COMPENSATION.
PART I, LINE 4B
BRISTOL HOSPITAL PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO ITS CHIEF EXECUTIVE OFFICER ("CEO") THROUGH AN ALTERNATIVE FUNDING ARRANGEMENT THE IRS CALLS "LOAN-REGIME SPLIT-DOLLAR" ("LRSD"). ALTHOUGH THE IRS REQUIRES LRSD TO COMPLY WITH THE TAX PRINCIPLES OF A LOAN FOR FEDERAL INCOME TAX PURPOSES (IRC 7872), LRSD IS NOT AN ACTUAL LOAN. NO FUNDS ARE TRANSFERRED TO THE EXECUTIVE. RATHER, THE "LOAN" TREATMENT APPLIES BECAUSE AFTER THE EXECUTIVE HAS RECEIVED RETIREMENT BENEFITS (SUBJECT TO VESTING REQUIREMENTS AND POLICY INVESTMENT PERFORMANCE), BRISTOL HOSPITAL RECOVERS ALL ITS OUTLAYS PLUS A MARKET RATE OF INTEREST. AS WITH AN EMPLOYER-EMPLOYEE LOAN, AND CONSISTENT WITH THE 2003 FINAL REGULATIONS AND IRC 7872, THE PLAN IS NON-COMPENSATORY TO THE PARTICIPATING EXECUTIVE, AS THE LOAN IS REPAID PLUS INTEREST UPON THE DEATH OF THE EXECUTIVE. UNDER THE REGULATIONS, THERE IS NO COMPENSATION IMPUTED TO THE EXECUTIVE. THE BRISTOL HOSPITAL LRSD PLAN WORKS AS FOLLOWS. BRISTOL HOSPITAL DEPOSITED FUNDS DIRECTLY INTO CASH VALUE LIFE INSURANCE POLICIES ON THE CEO'S LIFE. DURING LIFE, TO THE EXTENT THE CEO FULFILLS SERVICE AND VESTING REQUIREMENTS, THE CEO CAN BORROW AGAINST VALUES IN THE POLICIES TO SUPPLEMENT RETIREMENT INCOME. POLICY PERFORMANCE IS CLOSELY MONITORED. IF POLICY PERFORMANCE LAGS, THE CEO'S BORROWING RIGHTS COULD BE REDUCED TO PROTECT BRISTOL HOSPITAL'S RECOVERY RIGHTS. AT THE CEO'S DEATH, THE POLICY DEATH PROCEEDS ARE FIRST USED TO REPAY BRISTOL HOSPITAL'S DEPOSITS PLUS COMPOUNDED INTEREST (AT THE IRS LONG-TERM APPLICABLE FEDERAL RATE). THE CEO'S BENEFICIARY THEN RECEIVES ANY PROJECTED RETIREMENT BORROWING NOT ACCESSED DURING LIFE. SEVERAL EXECUTIVES PARTICIPATE IN THE HOSPITAL'S 457(F) DEFINED CONTRIBUTION PLAN, HOWEVER, NO CONTRIBUTIONS WERE MADE BY THE ORGANIZATION DURING THE YEAR. THE FOLLOWING INDIVIDUALS MAY RECEIVE CONTRIBUTIONS BY THE ORGANIZATION UNDER THE PLAN: EDWARD HENRY, CHRIS ANN MEANEY, AND CHRISTINE LAPRISE.

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.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202442289349303534

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