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Nonprofiteer
← BIG BEND HOSPICE INC

Form 990 for tax year 2023

Filed by BIG BEND HOSPICE INC.

Totals

Total revenue
$29,545,246
Total expenses
$30,142,594
Contributions and grants received
$2,020,565
Grants paid
$0
Program service revenue
$27,388,862
Investment income
-$12,338
Other revenue
$148,157
Total assets, end of year
$29,949,074
Total liabilities, end of year
$10,263,999
Net assets or fund balances, end of year
$19,685,075
Program services expenses (Part IX)
$19,746,755
Management and general expenses
$10,392,781
Fundraising expenses
$3,058
Program service expenses (Part III)
$19,746,755

Program services were 65.5% 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

    $2,020,565

  • 2a · Program service revenue: Hospice Service Revenue

    total $27,388,862 · related or exempt $27,388,862

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $215,633 · excluded $215,633

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,117,167 · other assets $41,350

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

    securities $1,323,050 · other assets $63,438

  • 7c · Gain or loss

    securities -$205,883 · other assets -$22,088

  • 7d · Net gain or loss

    total -$227,971 · excluded -$227,971

  • 11a · Other revenue: Other Revenue

    total $148,157 · related or exempt $148,157

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $148,157

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $893,927 · program services $89,964 · management and general $803,963

  • 7 · Other salaries and wages

    total $17,732,779 · program services $12,221,375 · management and general $5,511,404

  • 8 · Pension plan contributions

    total $366,055 · program services $199,260 · management and general $166,795

  • 9 · Other employee benefits

    total $1,019,763 · program services $773,423 · management and general $246,340

  • 10 · Payroll taxes

    total $1,322,456 · program services $882,396 · management and general $440,060

  • 11b · Fees: legal

    total $95,272 · management and general $95,272

  • 11c · Fees: accounting

    total $97,653 · management and general $97,653

  • 11g · Fees: other

    total $1,039,968 · program services $563,889 · management and general $476,079 · fundraising $0

  • 12 · Advertising and promotion

    total $44,263 · program services $2,475 · management and general $41,788

  • 13 · Office expenses

    total $1,045,169 · program services $443,932 · management and general $600,969 · fundraising $268

  • 14 · Information technology

    total $588,282 · program services $313,970 · management and general $274,312

  • 16 · Occupancy

    total $921,288 · program services $470,736 · management and general $448,248 · fundraising $2,304

  • 17 · Travel

    total $487,309 · program services $406,950 · management and general $80,359

  • 19 · Conferences, conventions and meetings

    total $264,253 · program services $43,577 · management and general $220,676

  • 20 · Interest

    total $182,347 · management and general $182,347

  • 22 · Depreciation, depletion and amortization

    total $1,222,439 · program services $909,223 · management and general $313,216

  • 23 · Insurance

    total $442,440 · program services $115,100 · management and general $326,854 · fundraising $486

  • 24a · Other expenses: Medical Supplies & Transport

    total $1,080,319 · program services $1,080,319

  • 24b · Other expenses: Durable Medical Equipment

    total $904,390 · program services $904,390

  • 24c · Other expenses: Other Patient services

    total $184,105 · program services $184,105

  • 24d · Other expenses: Memberships and Dues

    total $76,547 · program services $32,170 · management and general $44,377

  • 24e · All other expenses

    total $131,570 · program services $109,501 · management and general $22,069 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $730,145 · end of year $295,271

  • 4 · Accounts receivable

    beginning of year $3,387,924 · end of year $3,068,409

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $9,988 · end of year $21,637

  • 9 · Prepaid expenses and deferred charges

    beginning of year $313,576 · end of year $590,920

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

    $23,949,397

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

    $8,565,354

  • 10c · Land, buildings and equipment, net

    beginning of year $11,766,476 · end of year $15,384,043

  • 11 · Investments: publicly traded securities

    beginning of year $6,344,793 · end of year $4,987,471

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    end of year $741,429

  • 15 · Other assets

    beginning of year $4,531,623 · end of year $4,859,894

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,307,216 · end of year $2,922,801

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $1,679,807 · end of year $2,577,246

  • 25 · Other liabilities

    beginning of year $4,826,968 · end of year $4,763,952

  • 27 · Net assets without donor restrictions

    beginning of year $16,270,534 · end of year $19,685,075

Mission and programs · 2023

Mission

For over 40 years, big bend hospice ("BBH "Big Bend") has been inspiring hope by positively impacting the way our community experiences serious illness or grief, one family at a time. BBH Has deep roots throughout our eith-county service area, supporting individuals and their loved ones in the big bend. BBH'S Holistic approach is founded on providing quality healthcare for the whole person, including their physical, spiritual, and emotional needs. BBH considers the patient's entire family as the "unit of care". BBH helps patients and families make choices about end-of-life issues and enables patients and their loved ones to have greater control over these choices.

Activities or mission (Part I)

Big bend hospice (BBH) inspires hope by positively impacting the way our community experiences illness or grief. BBH provides quality healthcare for the whole person, including their physical, spiritual & emotional needs.

  • Big bend hospice (big bend) is a not-for-profit community-based health care organization that coordinates care by professionals and volunteers specifically trained to help terminally ill patients and their families in the big bend Florida area. Big bend is here to take the fear out of the unknown and guide patients and their families through the difficulties of dealing with a life limiting illness. We provide each patient with a care team composed of the patient's own physician, a hospice nurse, home hearth aide, family support counselor, music therapist, chaplain, and trained volunteers. We are here to support the patients and their families by providing a holistic approach that includes medical, emotional, social, and spiritual care, maximizing the quality of life when the quantity of life cannot be extended. The Dozier House is a licensed 12-bed inpatient facility to provide hospice care for those patients with a higher level of acuity and who may require round-the-clock (24 hour) skilled nursing care. BBH operates a licensed 8-bed inpatient wing in Tallahassee Memorial Healthcare's hospital (First Commerce Center for Compassionate Care). This wing is fully operated by the organization for higher level acuity patients who require the same round-the-clock (24 hour) skilled nursing care but cannot be easily transported from the hospital to the Dozier House. The organization provides services to its hospice patients and families, as well as to the community at large, for which no reimbursement is received, such as loss counseling to children, teens, and adults, and music therapy as an enhancement to basic hospice care. During FYE 9/30/2024, Big Bend Hospice admitted and served 2,370 patients. BBH's Dozier House served 483 patients, the First Commerce Center for Compassionate Care served 426 patients and BBH supported 566 patients in skilled nursing facilities and assisted living facilities. Following a terminal diagnosis, patients and families struggling with anticipatory grief are assisted by trained staff. In addition to the anticipatory grief support provided to patients and their loved ones, Big Bend Hospice continues the hospice journey with caregivers and family members after the patient dies through its bereavement program. This includes individual face to face sessions, telephone support, and access to bereavement groups and events. Big Bend Hospice's bereavement program also provides services to the broader Big Bend community through grief groups, camps, and bereavement events. During FYE 9/30/24, the bereavement program provided individual, face-to-face grief support sessions. BBH facilitated 4 six-week Adult Grief Support Groups, a monthly Suicide Loss Support Group (12 sessions), 5 teen night grief and loss support groups, 8 crisis response sessions, 6 holiday bereavement events, 9 Children and Teen Nights, and Teen Woe-Be-Gone. Complimentary therapies provided to patients during FYE 9/30/2024 include 335 hours of animal therapy, 5,091 music therapy visits, and 4,267 spiritual care visits.

    Expenses $19,746,755 · Revenue $27,537,019

As filed on the 2023 return.

Listed in Part VII

  • Bennett Napier CAE

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bruce Gould CPA

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Frank Mercer CPA

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gwynn Virostek

    Foundation Appointee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jeannine Silberman MD

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jerry Osteryoung

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Judy Greenwald

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Katie Webb Esq

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kenneth Pratt Esq

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Lisa Gardner APRN

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mark O'Bryant

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Scott Harrell

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Stan Barnes

    Foundation Chair

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • William Smith III

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Amanda Gustafson

    BBH Executive Director

    Total calculated
    $0
    Hours/week
    40

  • Bill Wertman

    CEO

    Total calculated
    $356,098
    From this org
    $332,587
    From related orgs
    $0
    Other
    $23,511
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $321,215
    Bonus
    $11,372
    Other
    $0
    Deferred
    $14,750
    Nontaxable benefits
    $8,761
    Filer's total
    $356,098

  • Deborah Morris

    CMO

    Total calculated
    $185,505
    From this org
    $179,927
    From related orgs
    $0
    Other
    $5,578
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $179,673
    Bonus
    $254
    Other
    $0
    Deferred
    $5,265
    Nontaxable benefits
    $313
    Filer's total
    $185,505

  • Jon Wood

    CSO

    Total calculated
    $264,276
    From this org
    $244,613
    From related orgs
    $0
    Other
    $19,663
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $244,258
    Bonus
    $355
    Other
    $0
    Deferred
    $11,308
    Nontaxable benefits
    $8,355
    Filer's total
    $264,276

  • Nicole Holm

    CCO

    Total calculated
    $0
    Hours/week
    40

  • Terri Cardosi

    CFO

    Total calculated
    $141,741
    From this org
    $136,799
    From related orgs
    $0
    Other
    $4,942
    Hours/week
    40

  • Cynthia Dotson

    Director of Human Capital

    Total calculated
    $135,549
    From this org
    $133,136
    From related orgs
    $0
    Other
    $2,413
    Hours/week
    40

  • Fredrick Lutz

    Hospice Physician

    Total calculated
    $231,716
    From this org
    $220,611
    From related orgs
    $0
    Other
    $11,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,000
    Bonus
    $611
    Other
    $0
    Deferred
    $11,000
    Nontaxable benefits
    $105
    Filer's total
    $231,716

  • Jennifer Lynes

    Medical Director

    Total calculated
    $240,120
    From this org
    $216,555
    From related orgs
    $0
    Other
    $23,565
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,944
    Bonus
    $611
    Other
    $0
    Deferred
    $11,227
    Nontaxable benefits
    $12,338
    Filer's total
    $240,120

  • Joel Garr

    CIO

    Total calculated
    $188,393
    From this org
    $167,564
    From related orgs
    $0
    Other
    $20,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,955
    Bonus
    $609
    Other
    $0
    Deferred
    $8,750
    Nontaxable benefits
    $12,079
    Filer's total
    $188,393

  • Lucille Saha

    Hospice Physician

    Total calculated
    $236,033
    From this org
    $217,613
    From related orgs
    $0
    Other
    $18,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,002
    Bonus
    $611
    Other
    $0
    Deferred
    $9,731
    Nontaxable benefits
    $8,689
    Filer's total
    $236,033

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 7 Non-fixed payments
The bonus of the ceo/administrator is written into an employment contract. The dollar amounts of other bonuses are determined at the discretion of the board with distribution authority given to the ceo.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Big bend hopice holdings llc

    Holding Company (inactive) · FL · income $0 · assets $0

    Directly controlled by Big Bend Hospice Inc

  • Oak Tree Treasures LLC

    Thrift Shop (inactive) · FL · income $0 · assets $0

    Directly controlled by Big Bend Hospice Inc

  • Canopy Oaks Institute LLC

    Inactive · FL · income $0 · assets $0

    Directly controlled by Big Bend Hospice Inc

  • Capstone Center LLC

    Caregiver Services For Pre-Hospice Patients · FL · income $0 · assets $0

    Directly controlled by Big Bend Hospice Inc

  • Capstone Center For counseling and education llc

    caregiver education (inactive) · FL · income $0 · assets $0

    Directly controlled by Big Bend Hospice Inc

  • Transitions Supportive Care LLC

    Palliative Care · FL · income $0 · assets $0

    Directly controlled by Big Bend Hospice Inc

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • 7 Oaks Practice Management Inc

    C Corporation · administrative services · FL

    Directly controlled by 7 oaks healthcare inc

Provenance

Return type
form_990
Tax year
2023
Filed
18 July 2025
IRS schema version
2023v6.0
Source object
202541999349300634

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