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← CHOICES HEALTHCARE

Form 990 for tax year 2023

Filed by CHOICES HEALTHCARE.

Totals

Total revenue
$43,906,652
Total expenses
$39,374,806
Contributions and grants received
$5,670,819
Grants paid
$0
Program service revenue
$31,949,304
Investment income
$6,294,743
Other revenue
-$8,214
Total assets, end of year
$70,530,909
Total liabilities, end of year
$3,873,273
Net assets or fund balances, end of year
$66,657,636
Program services expenses (Part IX)
$34,458,137
Management and general expenses
$3,832,326
Fundraising expenses
$1,084,343
Program service expenses (Part III)
$34,458,137

Program services were 87.5% 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.

  • 1a · Federated campaigns

    $3,444

  • 1c · Fundraising events

    $1,084,431

  • 1f · All other contributions, gifts and grants

    $4,582,944

  • 1g · Noncash contributions included above

    $559,952

  • 2a · Program service revenue: PATIENT FEES

    total $31,949,304 · related or exempt $31,949,304

  • 3 · Investment income

    total $2,065,463 · excluded $2,065,463

  • 7a · Gross sales of assets other than inventory

    securities $59,525,232

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

    securities $55,294,012 · other assets $1,940

  • 7c · Gain or loss

    securities $4,231,220 · other assets -$1,940

  • 7d · Net gain or loss

    total $4,229,280 · excluded $4,229,280

  • 8a · Fundraising events: gross income

    $672,751

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

    $1,084,431

  • 8b · Fundraising events: direct expenses

    $727,204

  • 8c · Net income from fundraising events

    total -$54,453 · excluded -$54,453

  • 9a · Gaming: gross income

    $58,640

  • 9b · Gaming: direct expenses

    $28,064

  • 9c · Net income from gaming

    total $30,576 · excluded $30,576

  • 11a · Other revenue: MISCELLANEOUS

    total $15,663 · related or exempt $15,663

  • 11e · Other revenue, total

    $15,663

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,907,278 · program services $710,709 · management and general $1,066,074 · fundraising $130,495

  • 7 · Other salaries and wages

    total $21,974,626 · program services $20,221,848 · management and general $1,181,971 · fundraising $570,807

  • 8 · Pension plan contributions

    total $694,655 · program services $601,331 · management and general $79,527 · fundraising $13,797

  • 9 · Other employee benefits

    total $3,760,078 · program services $3,373,859 · management and general $270,607 · fundraising $115,612

  • 10 · Payroll taxes

    total $1,779,976 · program services $1,491,188 · management and general $249,018 · fundraising $39,770

  • 11b · Fees: legal

    total $54,941 · management and general $54,941

  • 11c · Fees: accounting

    total $34,468 · management and general $34,468

  • 11d · Fees: lobbying

    total $8,039 · program services $8,039

  • 11f · Fees: investment management

    total $61,490 · management and general $61,490

  • 11g · Fees: other

    total $5,048,041 · program services $4,998,976 · management and general $46,307 · fundraising $2,758

  • 12 · Advertising and promotion

    total $101,343 · program services $21,182 · management and general $80,161

  • 13 · Office expenses

    total $376,702 · program services $279,905 · management and general $88,552 · fundraising $8,245

  • 14 · Information technology

    total $474,435 · program services $413,263 · management and general $50,961 · fundraising $10,211

  • 16 · Occupancy

    total $693,320 · program services $543,157 · management and general $129,675 · fundraising $20,488

  • 17 · Travel

    total $571,384 · program services $545,787 · management and general $19,255 · fundraising $6,342

  • 19 · Conferences, conventions and meetings

    total $88,060 · program services $79,410 · management and general $6,876 · fundraising $1,774

  • 22 · Depreciation, depletion and amortization

    total $779,245 · program services $575,316 · management and general $176,577 · fundraising $27,352

  • 23 · Insurance

    total $323,747 · program services $309,819 · management and general $11,914 · fundraising $2,014

  • 24a · Other expenses: MISCELLANEOUS

    total $251,713 · program services $152,042 · management and general $98,782 · fundraising $889

  • 24b · Other expenses: FUNDRAISING EXPENSE

    total $125,501 · fundraising $125,501

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $104,306 · program services $30,058 · management and general $68,543 · fundraising $5,705

  • 24d · Other expenses: PRINTING

    total $95,839 · program services $55,365 · management and general $39,152 · fundraising $1,322

  • 24e · All other expenses

    total $65,619 · program services $46,883 · management and general $17,475 · fundraising $1,261

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $143,343 · end of year $187,396

  • 2 · Savings and temporary cash investments

    beginning of year $280,070 · end of year $1,021,560

  • 3 · Pledges and grants receivable

    beginning of year $214,136 · end of year $196,321

  • 4 · Accounts receivable

    beginning of year $3,646,269 · end of year $2,982,144

  • 7 · Other notes and loans receivable

    beginning of year $983,885 · end of year $482,232

  • 9 · Prepaid expenses and deferred charges

    beginning of year $367,029 · end of year $375,418

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

    $29,949,889

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

    $20,637,583

  • 10c · Land, buildings and equipment, net

    beginning of year $9,685,851 · end of year $9,312,306

  • 11 · Investments: publicly traded securities

    beginning of year $49,501,275 · end of year $53,609,892

  • 15 · Other assets

    beginning of year $2,017,985 · end of year $2,363,640

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,443,404 · end of year $2,535,313

  • 25 · Other liabilities

    beginning of year $1,299,103 · end of year $1,337,960

  • 27 · Net assets without donor restrictions

    beginning of year $59,776,760 · end of year $61,894,429

  • 28 · Net assets with donor restrictions

    beginning of year $3,320,576 · end of year $4,763,207

Mission and programs · 2023

Mission

TO PROVIDE PERSONALIZED CARE AND COMFORT TO HELP PATIENTS AND FAMILIES LIVE BETTER WITH SERIOUS ILLNESS THROUGH END OF LIFE.

Activities or mission (Part I)

CHOICES HEALTHCARE PROVIDES PERSONALIZED CARE AND COMFORT TO HELP PATIENTS AND FAMILIES LIVE BETTER WITH SERIOUS ILLNESS THROUGH END OF LIFE.

  • CHOICES HEALTHCARE PROVIDES PERSONALIZED CARE AND COMFORT TO HELP PATIENTS AND FAMILIES LIVE BETTER WITH SERIOUS ILLNESS THROUGH END OF LIFE. DURING THE CURRENT YEAR, CHOICES HEALTHCARE PROVIDED OVER 165,000 PATIENT DAYS OF HOSPICE CARE TO PATIENTS AND THEIR FAMILIES AND SERVED 3,432 PATIENTS DURING THE YEAR, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. FOUR PERCENT OF THE PATIENT DAYS OF HOSPICE CARE WERE CHARITABLE CARE. PROVIDERS COMPLETED ALMOST 3,300 HOSPICE AND PALLIATIVE CARE VISITS TO PATIENTS IN THEIR PRIVATE HOMES, NURSING HOMES, HOSPITALS AND HOSPICE INPATIENT CENTER. THE BEREAVEMENT PROGRAM SUPPORTED 8,450 INDIVIDUALS DURING THE CURRENT YEAR THROUGH 230 SUPPORT GROUPS, ALMOST 3,400 TELEPHONE CALLS, AND 671 INDIVIDUAL VISITS.

    Expenses $34,458,137 · Revenue $31,964,967

As filed on the 2023 return.

Listed in Part VII

  • Gilbert Sager

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Geoffrey W Eddowes

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Michael K Callahan

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Karen A Biondolillo

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Dara Bachman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Richard Bailey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Grace Bond

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Stephanie Carfley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Robert L Fryer Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • David Gasperack MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Leslie Gorbey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Dennis Griest

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • David Groff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Richard Hogentogler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Albert Kuhner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Lynn Mills

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Alyssa Moyer MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Michael Ripchinski MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • J David Swartley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Rev Shayna Watson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1
  • Steven M Knaub

    PRESIDENT/CEO

    Total calculated
    $382,471
    From this org
    $339,942
    From related orgs
    $0
    Other
    $42,529
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $243,866
    Bonus
    $53,000
    Other
    $43,076
    Deferred
    $11,550
    Nontaxable benefits
    $30,979
    Filer's total
    $382,471
  • Michael Link

    COO

    Total calculated
    $256,779
    From this org
    $226,511
    From related orgs
    $0
    Other
    $30,268
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,696
    Bonus
    $25,000
    Other
    $10,815
    Deferred
    $8,077
    Nontaxable benefits
    $22,191
    Filer's total
    $256,779
  • Krista Kae Hazen

    SR VICE PRESIDENT/CFO

    Total calculated
    $299,931
    From this org
    $260,554
    From related orgs
    $0
    Other
    $39,377
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,898
    Bonus
    $33,000
    Other
    $33,656
    Deferred
    $9,430
    Nontaxable benefits
    $29,947
    Filer's total
    $299,931
  • Bonnie Jess Lopane

    VP, CHIEF DEVELOPMENT OFFICER

    Total calculated
    $220,392
    From this org
    $198,167
    From related orgs
    $0
    Other
    $22,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,852
    Bonus
    $25,500
    Other
    $26,815
    Deferred
    $7,005
    Nontaxable benefits
    $15,220
    Filer's total
    $220,392
  • Brent Keener

    VICE PRESIDENT, HR

    Total calculated
    $220,045
    From this org
    $177,898
    From related orgs
    $0
    Other
    $42,147
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,832
    Bonus
    $26,000
    Other
    $6,066
    Deferred
    $6,557
    Nontaxable benefits
    $35,590
    Filer's total
    $220,045
  • Debra Vermette

    VP CMO (BEG. 3/6/23)

    Total calculated
    $237,111
    From this org
    $225,495
    From related orgs
    $0
    Other
    $11,616
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,490
    Bonus
    $0
    Other
    $19,005
    Deferred
    $0
    Nontaxable benefits
    $11,616
    Filer's total
    $237,111
  • Paige Payne

    VP, PT CARE

    Total calculated
    $195,406
    From this org
    $178,794
    From related orgs
    $0
    Other
    $16,612
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,535
    Bonus
    $21,000
    Other
    $2,259
    Deferred
    $6,333
    Nontaxable benefits
    $10,279
    Filer's total
    $195,406
  • Maria Hayes

    HOSPICE PHYSICIAN

    Total calculated
    $294,646
    From this org
    $250,520
    From related orgs
    $0
    Other
    $44,126
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $201,025
    Bonus
    $4,096
    Other
    $45,399
    Deferred
    $7,919
    Nontaxable benefits
    $36,207
    Filer's total
    $294,646
  • Kristen Moyer

    HOSPICE PHYSICIAN

    Total calculated
    $186,486
    From this org
    $171,272
    From related orgs
    $0
    Other
    $15,214
    Hours/week
    27

    Schedule J breakdown matched by us

    Base
    $167,613
    Bonus
    $2,452
    Other
    $1,207
    Deferred
    $6,286
    Nontaxable benefits
    $8,928
    Filer's total
    $186,486
  • Lauren Smith

    HOSPICE PHYSICIAN

    Total calculated
    $200,651
    From this org
    $175,189
    From related orgs
    $0
    Other
    $25,462
    Hours/week
    22

    Schedule J breakdown matched by us

    Base
    $141,126
    Bonus
    $26,247
    Other
    $7,816
    Deferred
    $6,326
    Nontaxable benefits
    $19,136
    Filer's total
    $200,651
  • Collen Hazlett-O'Brien

    HOSPICE PHYSICIAN

    Total calculated
    $241,822
    From this org
    $201,700
    From related orgs
    $0
    Other
    $40,122
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,843
    Bonus
    $0
    Other
    $857
    Deferred
    $7,368
    Nontaxable benefits
    $32,754
    Filer's total
    $241,822
  • Rebecca Martin

    DIRECTOR OF FINANCE

    Total calculated
    $165,176
    From this org
    $158,376
    From related orgs
    $0
    Other
    $6,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,776
    Bonus
    $4,408
    Other
    $5,192
    Deferred
    $5,576
    Nontaxable benefits
    $1,224
    Filer's total
    $165,176

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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)

PART I, LINE 1A
EMPLOYEES WHO RECEIVED TAXABLE LIFE INSURANCE BENEFITS WERE GIVEN A PAYMENT TO COVER THESE TAXES WHICH WAS TREATED AS TAXABLE COMPENSATION.
PART I, LINE 7
BONUSES FOR OFFICERS WERE ESTABLISHED BY THE EXECUTIVE DEVELOPMENT & COMPENSATION COMMITTEE AT THE END OF 2022 AND PAID IN JANUARY 2023 BASED UPON 2022 ORGANIZATIONAL & INDIVIDUAL PERFORMANCE. BONUSES FOR NON-OFFICERS WERE ESTABLISHED BY SENIOR MANAGEMENT BASED ON PERFORMANCE AND APPROVED BY THE EXECUTIVE DEVELOPMENT AND COMPENSATION COMMITTEE.

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.

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.

  • PALLIATIVE MEDICINE CONSULTANTS

    PROVIDES HEALTH CARE TO PERSONS WITH CHRONIC OR ADVANCED ILLNESSES · PA · income $57,081 · assets $14,390

    Directly controlled by CHOICES HEALTHCARE

  • HOSPICE OF LANCASTER COUNTY

    PROVIDE HOSPICE CARE (CURRENTLY INACTIVE) · PA · income $0 · assets $0

    Directly controlled by CHOICES HEALTHCARE

Provenance

Return type
form_990
Tax year
2023
Filed
23 October 2024
IRS schema version
2023v5.1
Source object
202443049349300809

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