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Nonprofiteer
← HOSPICE PARTNERS INC

Form 990 for tax year 2023

Filed by HOSPICE PARTNERS INC.

Totals

Total revenue
$7,889,549
Total expenses
$10,019,777
Contributions and grants received
$795,243
Grants paid
$0
Program service revenue
$7,087,033
Investment income
$22,246
Other revenue
-$14,973
Total assets, end of year
$7,868,436
Total liabilities, end of year
$1,398,804
Net assets or fund balances, end of year
$6,469,632
Program services expenses (Part IX)
$5,277,162
Management and general expenses
$4,742,615
Fundraising expenses
$0
Program service expenses (Part III)
$5,277,162

Program services were 52.7% 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.

  • 1c · Fundraising events

    $78,765

  • 1f · All other contributions, gifts and grants

    $716,478

  • 1g · Noncash contributions included above

    $639,760

  • 2a · Program service revenue: PATIENT SERVICES

    total $7,087,033 · related or exempt $7,087,033

  • 3 · Investment income

    total $22,246 · excluded $22,246

  • 8a · Fundraising events: gross income

    $77,915

  • 8a · Fundraising events: contributions included on line 1c

    $78,765

  • 8b · Fundraising events: direct expenses

    $92,954

  • 8c · Net income from fundraising events

    total -$15,039 · excluded -$15,039

  • 11a · Other revenue: NON-OPERATING REVENUE

    total $66 · excluded $66

  • 11e · Other revenue, total

    $66

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $4,291,455 · program services $2,869,806 · management and general $1,421,649

  • 8 · Pension plan contributions

    total $47,132 · program services $30,438 · management and general $16,694

  • 9 · Other employee benefits

    total $413,170 · program services $228,449 · management and general $184,721

  • 10 · Payroll taxes

    total $337,260 · program services $225,845 · management and general $111,415

  • 11a · Fees: management

    total $1,137,755 · management and general $1,137,755

  • 11b · Fees: legal

    total $835,818 · management and general $835,818

  • 12 · Advertising and promotion

    total $6,996 · program services $15 · management and general $6,981

  • 13 · Office expenses

    total $128,097 · program services $4,603 · management and general $123,494

  • 14 · Information technology

    total $291,066 · program services $37,902 · management and general $253,164

  • 16 · Occupancy

    total $399,107 · program services $139,817 · management and general $259,290

  • 17 · Travel

    total $169,200 · program services $127,378 · management and general $41,822

  • 19 · Conferences, conventions and meetings

    total $465 · management and general $465

  • 20 · Interest

    total $4,848 · management and general $4,848

  • 22 · Depreciation, depletion and amortization

    total $29,667 · program services $2,226 · management and general $27,441

  • 23 · Insurance

    total $82,962 · program services $9,155 · management and general $73,807

  • 24a · Other expenses: OUTSIDE SERVICES - OTHE

    total $581,590 · program services $484,306 · management and general $97,284

  • 24b · Other expenses: HOSPITALS AND CONVALESC

    total $351,634 · program services $351,634

  • 24c · Other expenses: BILLING SERVICES

    total $285,156 · program services $285,156

  • 24d · Other expenses: PHARMACY

    total $156,082 · program services $154,548 · management and general $1,534

  • 24e · All other expenses

    total $470,317 · program services $325,884 · management and general $144,433

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $625,280 · end of year $239,852

  • 2 · Savings and temporary cash investments

    beginning of year $1,131,551 · end of year $136,458

  • 4 · Accounts receivable

    beginning of year $835,444 · end of year $449,747

  • 8 · Inventories for sale or use

    beginning of year $56,450 · end of year $72,640

  • 9 · Prepaid expenses and deferred charges

    beginning of year $46,411 · end of year $7,218

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

    $677,541

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

    $633,603

  • 10c · Land, buildings and equipment, net

    beginning of year $70,513 · end of year $43,938

  • 15 · Other assets

    beginning of year $6,727,404 · end of year $6,918,583

  • 17 · Accounts payable and accrued expenses

    beginning of year $737,407 · end of year $1,247,857

  • 19 · Deferred revenue

    beginning of year $1,350

  • 25 · Other liabilities

    beginning of year $154,436 · end of year $150,947

  • 27 · Net assets without donor restrictions

    beginning of year $8,527,777 · end of year $6,387,235

  • 28 · Net assets with donor restrictions

    beginning of year $72,083 · end of year $82,397

Mission and programs · 2023

Mission

OUR MISSION IS TO HELP PEOPLE LIVE A BETTER LIFE. OUR TEAM OF MEDICAL PROFESSIONALS SUPPORTS PATIENTS AND THEIR FAMILIES THROUGH THE END OF LIFE JOURNEY WITH COMPASSION AND INTEGRITY, SO EVERYDAY OF THE PROCESS CAN BE ABOUT LIVING, UNTIL THE LAST ONE.

  • HOSPICE SERVICES - HOSPICE PARTNERS PROVIDES A COMPREHENSIVE AND PROGRESSIVE HOSPICE PROGRAM, INCLUDING HANDS-ON HOSPICE CARE. HOSPICE CARE IS A FAMILY-CENTERED APPROACH THAT INCLUDES, AT A MINIMUM, A TEAM OF DOCTORS, NURSES, SOCIAL WORKERS, COUNSELORS, AND TRAINED VOLUNTEERS. THEY WORK COLLABORATIVELY - FOCUSING ON THE DYING PATIENT'S NEEDS, BE THEY PHYSICAL, PSYCHOLOGICAL, OR SPIRITUAL. THE GOAL IS TO HELP KEEP THE PATIENT IN THE ENVIRONMENT OF CHOICE, AS PAIN AND SYMPTOM-FREE AND LUCID AS DESIRED, WITH LOVED ONES NEARBY UNTIL DEATH.IN ADDITION, HOSPICE PARTNERS ALSO PROVIDES MANY ADDITIONAL HOSPICE RELATED SERVICES SUCH AS COMMUNITY EDUCATION, MUSIC THERAPY AND PET THERAPY TO HOSPICE PATIENTS, AND EXTENDED ONE-ON-ONE BEREAVEMENT COUNSELING.

    Expenses $5,277,162 · Revenue $7,087,033

As filed on the 2023 return.

Listed in Part VII

  • Tricia Smith

    DIRECTOR/PRESIDENT/CEO

    Total calculated
    $491,842
    From this org
    $0
    From related orgs
    $475,557
    Other
    $16,285
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $475,557 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,200 related
    Nontaxable benefits
    $0 + $9,085 related
    Filer's total
    $0 + $491,842 related

  • David Oliver

    DIRECTOR/VP OF HR

    Total calculated
    $269,870
    From this org
    $0
    From related orgs
    $230,960
    Other
    $38,910
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,960 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $30,000 related
    Nontaxable benefits
    $0 + $8,910 related
    Filer's total
    $0 + $269,870 related

  • Ira R Alpert

    DIRECTOR/CHAIR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1.5 + 3.5 related

  • Ted J Greenberg

    DIRECTOR/SECRETARY

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0.5 + 0.5 related

  • Tom Sherman

    DIRECTOR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0.5 + 0.5 related

  • Lori Richardson Pelliccioni

    DIRECTOR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    0.5 + 0.5 related

  • Andrea Portney

    DIRECTOR

    Total calculated
    $1,000
    From this org
    $0
    From related orgs
    $1,000
    Other
    $0
    Hours/week
    0.5 + 0.5 related

  • Barbara Jennings

    CFO

    Total calculated
    $168,066
    From this org
    $0
    From related orgs
    $135,185
    Other
    $32,881
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,185 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,667 related
    Nontaxable benefits
    $0 + $25,214 related
    Filer's total
    $0 + $168,066 related

  • Kevin Parzych

    CHIEF MEDICAL DIRECTOR

    Total calculated
    $432,180
    From this org
    $0
    From related orgs
    $400,612
    Other
    $31,568
    Hours/week
    12 + 29 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,612 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $29,688 related
    Nontaxable benefits
    $0 + $1,880 related
    Filer's total
    $0 + $432,180 related

  • Barbara Defirmian

    PHYSICIAN

    Total calculated
    $219,833
    From this org
    $199,848
    From related orgs
    $0
    Other
    $19,985
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $199,848
    Bonus
    $0
    Other
    $0
    Deferred
    $19,985
    Nontaxable benefits
    $0
    Filer's total
    $219,833

  • Lynn Rowlett

    REGISTERED NURSE

    Total calculated
    $141,660
    From this org
    $140,368
    From related orgs
    $0
    Other
    $1,292
    Hours/week
    46

  • Carol Andreatta

    REGISTERED NURSE

    Total calculated
    $159,914
    From this org
    $135,052
    From related orgs
    $0
    Other
    $24,862
    Hours/week
    47

    Schedule J breakdown matched by us

    Base
    $135,052
    Bonus
    $0
    Other
    $0
    Deferred
    $4,468
    Nontaxable benefits
    $20,394
    Filer's total
    $159,914

  • Willis Kessinger

    HOME HEALTH AND HOSPICE ADMINISTRATOR

    Total calculated
    $192,924
    From this org
    $0
    From related orgs
    $179,092
    Other
    $13,832
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,092 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,431 related
    Nontaxable benefits
    $0 + $8,401 related
    Filer's total
    $0 + $192,924 related

  • Janice A Sanderfer

    DIRECTOR OF COMPLIANCE

    Total calculated
    $160,738
    From this org
    $0
    From related orgs
    $137,680
    Other
    $23,058
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,680 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,310 related
    Nontaxable benefits
    $0 + $11,748 related
    Filer's total
    $0 + $160,738 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

  • 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)

PART I, LINE 7
THE CEO/PRESIDENT'S COMPENSATION IS SET BY THE BOARD OF DIRECTORS. A PERCENTAGE OF COMPENSATION IS BASED UPON A PRE-DETERMINED SET OF GOALS AND OBJECTIVES. FOLLOWING THE END OF THE FISCAL YEAR, THE BOARD OF DIRECTORS REVIEWS THESE GOALS AND OBJECTIVES TO SEE IF THEY HAVE BEEN MET AND TO DETERMINE INCENTIVE COMPENSATION, IF ANY.

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.

  • WILSHIRE MANAGEMENT SERVICES INC

    C · OPERATES BACK OFFICE SERVICES FOR OTHER ENTITIES · CA

  • WILSHIRE CONNECTED CARE

    C · MEDICAL SERVICES · CA

Provenance

Return type
form_990
Tax year
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202541209349303194

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