Form 990 for tax year 2023
Filed by HOSPICE OF THE WESTERN RESERVE INC.
Totals
- Total revenue
- $87,777,887
- Total expenses
- $87,126,170
- Contributions and grants received
- $4,236,346
- Grants paid
- $0
- Program service revenue
- $80,335,889
- Investment income
- $2,364,405
- Other revenue
- $841,247
- Total assets, end of year
- $117,440,752
- Total liabilities, end of year
- $24,709,244
- Net assets or fund balances, end of year
- $92,731,508
- Program services expenses (Part IX)
- $69,268,125
- Management and general expenses
- $15,629,737
- Fundraising expenses
- $2,228,308
- Program service expenses (Part III)
- $69,268,125
Program services were 79.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
WILLIAM E FINN
PRESIDENT & CEO
- Total calculated
- $569,828
- From this org
- $0
- From related orgs
- $533,292
- Other
- $36,536
- Hours/week
- 3 + 48 related
Schedule J breakdown matched by us
- Base
- not reported + $383,492 related
- Bonus
- not reported + $149,800 related
- Other
- not reported
- Deferred
- not reported + $11,497 related
- Nontaxable benefits
- not reported + $25,039 related
- Filer's total
- not reported + $569,828 related
-
MARINA LAZBIN
Assistant Medical Director
- Total calculated
- $382,548
- From this org
- $0
- From related orgs
- $350,613
- Other
- $31,935
- Hours/week
- 40 + 3 related
Schedule J breakdown matched by us
- Base
- not reported + $349,813 related
- Bonus
- not reported + $800 related
- Other
- not reported
- Deferred
- not reported + $5,998 related
- Nontaxable benefits
- not reported + $25,937 related
- Filer's total
- not reported + $382,548 related
-
Robert Ancker
CHIEF MEDICAL DIRECTOR
- Total calculated
- $363,706
- From this org
- $0
- From related orgs
- $328,668
- Other
- $35,038
- Hours/week
- 40 + 7 related
Schedule J breakdown matched by us
- Base
- not reported + $303,848 related
- Bonus
- not reported + $24,820 related
- Other
- not reported
- Deferred
- not reported + $9,101 related
- Nontaxable benefits
- not reported + $25,937 related
- Filer's total
- not reported + $363,706 related
-
KENELM MCCORMICK
ASSOCIATE MEDICAL DIRECTOR
- Total calculated
- $315,828
- From this org
- $0
- From related orgs
- $311,250
- Other
- $4,578
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- not reported + $310,450 related
- Bonus
- not reported + $800 related
- Other
- not reported
- Deferred
- not reported + $4,578 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $315,828 related
-
LARRY E ROBINSON
HOSPICE MEDICAL DIRECTOR
- Total calculated
- $300,381
- From this org
- $0
- From related orgs
- $264,990
- Other
- $35,391
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- not reported + $258,911 related
- Bonus
- not reported + $6,079 related
- Other
- not reported
- Deferred
- not reported + $6,863 related
- Nontaxable benefits
- not reported + $28,528 related
- Filer's total
- not reported + $300,381 related
-
JEANNETTE SPRENG
ASSOCIATE MEDICAL DIRECTOR
- Total calculated
- $293,394
- From this org
- $0
- From related orgs
- $260,051
- Other
- $33,343
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- not reported + $259,251 related
- Bonus
- not reported + $800 related
- Other
- not reported
- Deferred
- not reported + $7,365 related
- Nontaxable benefits
- not reported + $25,978 related
- Filer's total
- not reported + $293,394 related
-
JULIA A BARTEL
CHIEF CLINICAL OFFICER
- Total calculated
- $278,971
- From this org
- $0
- From related orgs
- $248,230
- Other
- $30,741
- Hours/week
- 40 + 11 related
Schedule J breakdown matched by us
- Base
- not reported + $229,314 related
- Bonus
- not reported + $18,916 related
- Other
- not reported
- Deferred
- not reported + $5,702 related
- Nontaxable benefits
- not reported + $25,039 related
- Filer's total
- not reported + $278,971 related
-
JEFFREY KOVACS
CHIEF FINANCIAL OFFICER
- Total calculated
- $238,573
- From this org
- $0
- From related orgs
- $233,364
- Other
- $5,209
- Hours/week
- 3 + 48 related
Schedule J breakdown matched by us
- Base
- not reported + $215,495 related
- Bonus
- not reported + $17,869 related
- Other
- not reported
- Deferred
- not reported + $5,209 related
- Nontaxable benefits
- not reported + $8,672 related
- Filer's total
- not reported + $247,245 related
-
WILLIAM BOWMAN
Vice Chair
- Total calculated
- $0
- Hours/week
- 2 + 3 related
-
ALFRED CONNORS
CHAIR EMERITUS
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
RAYMOND CUSHING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DAN DEMONICA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ELIZABETH DOMHOLDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
WILLIAM HERZBERGER
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
MICHAEL JACOBSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
VIRGINIA MLACK MOONEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
LAURA NAVIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 3 related
-
FAITH NOBLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
K KAY POTETZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MARY OGRINC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MARK RIBBINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MARK ROSS
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
MICHAEL SANDRIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
MARK SCHROEDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
WILLIAM SPRINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
WILLIAM STIGELMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
LAMONT MACKLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DIANA STARKS
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 PARTICIPATES 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.
-
501(C)(3) · Hospice · OH
Directly controlled by WRCS
-
Western Reserve Care Solutions
501(c)(3) · Holding co · OH
Directly controlled by na
-
HOSPICE OF WESTERN RESERVE AT UH LLC
501(C)(3) · HOSPICE · OH
-
Hospice of the Western Reserve Foundatio
509(A)(3) · Finl support · OH · controlled entity
Directly controlled by HWR
-
501(C)(3) · HOSPICE · OH
Directly controlled by WRCS
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.
-
WESTERN RESERVE AT HOME SUPPORT LLC
ILLNESS MGT · OH · income $0 · assets $0
Directly controlled by HWR
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349315882
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