Form990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 10-01-2012 , 2012, and ending 09-30-2013
BCheck if applicable:
CName of organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
9470 HEALTH PARK CIRCLE
 
Room/suite
City or town, state or country, and ZIP + 4
FORT MYERS, FL33908
D Employer identification number

59-2128697
E Telephone number

G Gross receipts $ 108,152,203
F Name and address of principal officer:
SAMIRA K BECKWITH
9470 HEALTH PARK CIRCLE
FORT MYERS,FL33908
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HOPEHCS.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1981
M State of legal domicile: FL
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE EXCEPTIONAL CARE TO INDIVIDUALS AND LOVED ONES AS THEY FULFILL LIFE'S JOURNEY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 1,145
6 Total number of volunteers (estimate if necessary) ............. 6 1,200
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 4,718,126 2,145,277
9 Program service revenue (Part VIII, line 2g) ......... 120,029,477 101,548,642
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 344,641 713,787
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,126,841 1,222,765
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 126,219,085 105,630,471
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 64,042,894 57,245,485
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,062,947    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 57,166,535 47,888,582
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 121,209,429 105,134,067
19 Revenue less expenses. Subtract line 18 from line 12....... 5,009,656 496,404
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 103,081,099 100,832,606
21 Total liabilities (Part X, line 26)............. 34,787,573 31,356,497
22 Net assets or fund balances. Subtract line 21 from line 20..... 68,293,526 69,476,109
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: THE VISION OF HOPE IS TO CREATE AN ENVIRONMENT IN WHICH LIFE'S JOURNEY IS CHERISHED. THE MISSION OF HOPE IS TO PROVIDE EXCEPTIONAL CARE AND SUPPORT TO EVERY INDIVIDUAL AND THEIR LOVED ONES AS THEY FULFILL LIFE'S JOURNEY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 88,467,902 including grants of $   ) (Revenue $ 87,332,747 )
END OF LIFE CARE, COMFORT AND SUPPORT FOR PATIENTS AND THEIR FAMILIES. THE CARE IS PROVIDED IN PATIENT'S HOMES, ASSISTED LIVING FACILITIES, NURSING HOMES, HOSPITALS AND HOPE HOSPICE HOUSES. MEDICAL AND OTHER CARE PROFESSIONALS ARE DEDICATED TO MEETING THE NEEDS OF EACH PERON. THE ORGANIZATION PROVIDES SERVICES TO LEE, HENDRY, AND GLADES, COUNTIES. (DAILY CENSUS 1,100 PATIENTS)
4b (Code:   ) (Expenses $ 10,808,906 including grants of $   ) (Revenue $ 11,211,897 )
PLEASE REFER TO SCHEDULE O FOR INFORMATION REGARDING HOPE HOSPICE'S PACE PROGRAM.
4c (Code:   ) (Expenses $ 2,738,619 including grants of $   ) (Revenue $ 3,003,998 )
PLEASE REFER TO SCHEDULE O FOR INFORMATION REGARDING HOPE HOSPICE'S LTCD PROGRAM.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet102,015,427
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III ....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
335
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,145
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
FL
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletJILL LAMPLEY CFO9470 HEALTHPARK CIRCLEFORT MYERSFL33908 (239) 482-4673
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) BO TURBEVILLE........................................................................
VICE CHAIR
 1.00
.......................   		X   X       0 0 0
(2) CHARLES IDELSON........................................................................
TREASURER
 1.00
.......................   		X   X       0 0 0
(3) DICK ACKERT........................................................................
SECRETARY
 1.00
.......................   		X   X       0 0 0
(4) REV DR TIM HALVERSON........................................................................
PAST CHAIR
 1.00
.......................   		X   X       0 0 0
(5) SANDY ROBINSON........................................................................
CHAIR
 1.00
.......................   		X   X       0 0 0
(6) FRED PEZESHKAN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(7) JERRY NICHOLS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(8) LARRY HART........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(9) LINDA UHLER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(10) LUIS INSIGNARES........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(11) MADLYN DORNAUS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(12) RON SMALLEY........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(13) STEVE PERSONETTE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(14) TOM GILES........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(15) JILL LAMPLEY........................................................................
CHIEF FINANCIAL OFFICER
 50.00
.......................   		    X       221,499 0 25,902
(16) SAMIRA K BECKWITH........................................................................
PRESIDENT/CEO
 60.00
.......................   		    X       512,417 0 31,227
(17) CHARLOTTE KING........................................................................
CHIEF HR
 40.00
.......................   		      X     209,438 0 30,715
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) FELICIA STONEDALE........................................................................
CHIEF MEDICAL SERVICES
 40.00
.......................   		      X     261,152 0 13,296
(19) ROBERT J GRIFFIN........................................................................
COUNSEL
 40.00
.......................   		      X     221,808 0 32,710
(20) AHMED HASSAN........................................................................
HOSPICE PHYSICIAN
 40.00
.......................   		        X   158,397 0 15,702
(21) BAKTHAVATSALAM VARDHINI........................................................................
HOSPICE PHYSICIAN
 40.00
.......................   		        X   170,776 0 36,554
(22) CINDY HARRIS........................................................................
PACE MEDICAL DIRECTOR
 40.00
.......................   		        X   261,152 0 16,771
(23) EMILIYA HILL........................................................................
HOSPICE PHYSICIAN
 40.00
.......................   		        X   153,219 0 13,452
(24) MICHELLE ROUGEUX........................................................................
HOSPICE PHYSICIAN
 40.00
.......................   		        X   158,189 0 26,852
(25) GREGORY R SONN........................................................................
HOSPICE PHYSICIAN
 40.00
.......................   		          X 152,465 0 0
(26) RIFAT SARWAR........................................................................
HOSPICE PHYSICIAN
 40.00
.......................   		          X 117,809 0 0








1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,598,321 0 243,181
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet32
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
SOUTHEAST HOSPICE EQUIPMENT1620 ALACA PLACETUSCALOOSAAL35401 DURABLE MEDICAL EQUIPMENT 3,641,881
MCKESSONPO BOX 409521ATLANTAGA30384 PHARMACEUTICALS 2,555,998
SHELL POINT VILLAGE15000 SHELL POINT BLVDFORT MYERSFL33908 SKILLED NURSING FACILITY 2,201,157
EVANS HEALTHCARE ASSOCIATES LLC3735 EVANS AVENUEFORT MYERSFL339019302 SKILLED NURSING FACILITY 1,704,627
PAGE REHABILITATION2310 N AIRPORT ROADFORT MYERSFL33907 SKILLED NURSING FACILITY 1,678,271
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet105
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c 219,076
d Related organizations...1d  
e Government grants (contributions)1e 159,780
f All other contributions, gifts, grants, and
similar amounts not included above1f 		1,766,421
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 2,145,277
Program Service Revenue Business Code
2a HOSPICE PATIENT SERVICES 623990 101,548,642 101,548,642    
b     0      
c     0      
d     0      
e     0      
f All other program service revenue . 0 0 0 0
g Total. Add lines 2a–2f........MediumBullet 101,548,642
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 424,810     424,810
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 2,676,098  
b Less: cost or other basis and sales expenses 2,375,886 11,235
c Gain or (loss) 300,212 -11,235
d Net gain or (loss)..........MediumBullet 288,977     288,977
8a Gross income from fundraising events (not including
$ 219,076
of contributions reported on line 1c). See Part IV, line 18 ..
a 49,900
b Less: direct expenses ...b 134,611
c Net income or (loss) from fundraising events..MediumBullet -84,711   -84,711
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a HOSPICE THRIFT STORE 453310 1,036,178     1,036,178
b FOOD SERVICES INCOME 722210 137,924     137,924
c MISCELLANEOUS INCOME 900099 133,374     133,374
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 1,307,476
12 Total revenue. See Instructions......MediumBullet 105,630,471 101,548,642 0 1,936,552
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 0  
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,560,163 1,189,453 316,346 54,364
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 43,088,095 42,427,929 430,007 230,159
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 573,946 544,133 22,562 7,251
9 Other employee benefits ....... 8,980,521 8,803,174 105,277 72,070
10 Payroll taxes ........... 3,042,760 2,983,262 41,168 18,330
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 68,997 65,033 3,964  
c Accounting ........... 43,500 41,001 2,499  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 3,654,539 3,318,095 242,452 93,992
12 Advertising and promotion .... 322,687 305,738 16,949  
13 Office expenses ....... 2,122,118 1,976,951 122,071 23,096
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 4,629,431 4,109,566 187,235 332,630
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 84,315 84,315    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 3,082,014 2,651,092 430,922  
23 Insurance .............. 719,013 677,707 41,306  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a NURSING HOME - ROOM & BOARD 13,405,975 13,405,975    
b PHARMACY 4,460,514 4,460,514    
c INPATIENT 3,969,440 3,969,440    
d OXYGEN/DME 3,169,788 3,169,788    
e All other expenses 8,156,251 7,832,261 92,935 231,055
25 Total functional expenses. Add lines 1 through 24e 105,134,067 102,015,427 2,055,693 1,062,947
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 0      
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 6,402,028 1 19,268,103
2 Savings and temporary cash investments ......... 770,974 2 877,293
3 Pledges and grants receivable, net ........... 93,404 3 38,869
4 Accounts receivable, net ............. 7,062,364 4 1,662,284
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 490,014 8 428,230
9 Prepaid expenses and deferred charges .......... 650,190 9 791,045
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 75,472,678
b Less: accumulated depreciation ..... 10b 21,778,203 55,651,727 10c 53,694,475
11 Investments—publicly traded securities .......... 30,369,426 11 22,190,731
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 1,590,972 15 1,881,576
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 103,081,099 16 100,832,606
Liabilities 17 Accounts payable and accrued expenses ......... 9,094,443 17 6,623,445
18 Grants payable .................   18  
19 Deferred revenue ................ 0 19  
20 Tax-exempt bond liabilities ............. 24,800,000 20 23,900,000
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22 0
23 Secured mortgages and notes payable to unrelated third parties .. 893,130 23 833,052
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 0 25 0
26 Total liabilities. Add lines 17 through 25......... 34,787,573 26 31,356,497
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 68,113,726 27 69,296,309
28 Temporarily restricted net assets ........... 179,800 28 179,800
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 68,293,526 33 69,476,109
34 Total liabilities and net assets/fund balances ........ 103,081,099 34 100,832,606
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
105,630,471
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
105,134,067
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
496,404
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
68,293,526
5
Net unrealized gains (losses) on investments ...............
5
686,194
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-15
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
69,476,109
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
 
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 12000266
Software Version: v2012.1.0
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
 
Employer identification number

59-2128697
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 3,431,247 3,206,181 3,218,757 4,718,126 2,145,277 16,719,588
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 3,431,247 3,206,181 3,218,757 4,718,126 2,145,277 16,719,588
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           0
6 Public support. Subtract line 5 from line 4.           16,719,588
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4.. 3,431,247 3,206,181 3,218,757 4,718,126 2,145,277 16,719,588
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 311,877 311,558 311,070 319,732 424,810 1,679,047
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 0 0 0 0 1,357,377 1,357,377
11 Total support (Add lines 7 through 10).           19,756,012
12
12
605,870,051
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
84.630 %
15
15
91.000 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
OTHER INCOME, SCHEDULE A, PART II, LINE 10, DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0; DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 1307476.000000, COLUMN F - 1307476.000000; DESCRIPTION - FUNDRAISING REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - 49901.000000, COLUMN F - 49901.000000;,
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
 
Employer identification number

59-2128697
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
  		Employer identification number

59-2128697
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
  		Employer identification number

59-2128697
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
  		Employer identification number

59-2128697
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
 
Employer identification number

59-2128697
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   13,152,913 13,152,913
b Buildings ................   42,943,947 15,048,370 27,895,577
c Leasehold improvements ............   7,737,623 2,711,409 5,026,214
d Equipment ................   11,467,486 4,018,424 7,449,062
e Other .................   170,709   170,709
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 53,694,475
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 0
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 107,182,200
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 686,200
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 865,546
e Add lines 2a through 2d ..................... 2e 1,551,746
3 Subtract line 2e from line 1..................... 3 105,630,454
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 17
c Add lines 4a and 4b....................... 4c 17
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 105,630,471
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 105,586,500
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 452,433
e Add lines 2a through 2d...................... 2e 452,433
3 Subtract line 2e from line 1..................... 3 105,134,067
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 0
c Add lines 4a and 4b....................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 105,134,067
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS ALSO NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX AS UNRELATED BUSINESS INCOME, EXCISE, OR OTHER TAXES. THE TAX RETURNS FOR THE FISCAL YEARS ENDING 2010 TO 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS IN COMPLIANCE WITH THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS.
Other revenues in audited financial statements not in form 990 Schedule D, Part XI, Line 2d EXPENSES FOR FUNDRAISING EVENTS - 134611; LOSS ON DISPOSAL OF FIXED ASSETS - 11235; CONTRIBUTION DUE TO ACQUISITION - 539900; REVENUE FOR RELATED ORGANIZATION - 179800;
Other revenues in form 990 not in audited financial statements Schedule D, Part XI, Line 4b ROUNDING - 17;
Other expenses in audited financial statements not in form 990 Schedule D, Part XII, Line 2d EXPENSES FOR FUNDRAISING EVENTS - 134611; LOSS ON DISPOSAL OF FIXED ASSETS - 11235; EXPENSES FOR RELATED ORGANIZATION - 306500; ROUNDING - 87;
Schedule D (Form 990) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Form 990-EZ filers are not required to complete this part. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
 
Employer identification number

59-2128697
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

2013 GALA
(event type) 		(b) Event #2

SPRING LUNCHEON
(event type) 		(c) Other events

0
(total number) 		(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 230,883 38,093   268,976
2 Less: Contributions . . 192,483 26,592   219,076
3 Gross income (line 1
minus line 2) . . . 		38,400 11,500 0 49,900
VerticalDirectExpenses 4 Cash prizes . . .       0
5 Noncash prizes . .       0
6 Rent/facility costs . .       0
7 Food and beverages . 41,990 5,774   47,764
8 Entertainment . . . 16,535     16,535
9 Other direct expenses . 64,632 5,680   70,312
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 134,611
11 Net income summary. Combine line 3, column (d), and line 10. .......... right arrow -84,711
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2012
Schedule G (Form 990 or 990-EZ) 2012
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Identifier Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2012
Additional Data


Software ID: 12000266
Software Version: v2012.1.0
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
 
Employer identification number

59-2128697
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)SAMIRA K BECKWITHPRESIDENT/CEO (i)
(ii)		 428,569
0 		42,579
0 		41,269
0 		11,410
0 		19,817
0 		543,644
0 		0
0
(2)JILL LAMPLEYCHIEF FINANCIAL OFFICER (i)
(ii)		 211,251
0 		0
0 		10,248
0 		10,196
0 		15,706
0 		247,401
0 		0
0
(3)GREGORY R SONNHOSPICE PHYSICIAN (i)
(ii)		 152,465
0 		0
0 		0
0 		0
0 		0
0 		152,465
0 		0
0
(4)ROBERT J GRIFFINCOUNSEL (i)
(ii)		 221,808
0 		0
0 		0
0 		10,137
0 		22,573
0 		254,518
0 		0
0
(5)CHARLOTTE KINGCHIEF HR (i)
(ii)		 203,566
0 		0
0 		5,872
0 		9,738
0 		20,977
0 		240,153
0 		0
0
(6)RIFAT SARWARHOSPICE PHYSICIAN (i)
(ii)		 117,809
0 		0
0 		0
0 		0
0 		0
0 		117,809
0 		0
0
(7)MICHELLE ROUGEUXHOSPICE PHYSICIAN (i)
(ii)		 158,189
0 		0
0 		0
0 		6,273
0 		20,579
0 		185,041
0 		0
0
(8)FELICIA STONEDALECHIEF MEDICAL SERVICES (i)
(ii)		 261,152
0 		0
0 		0
0 		5,225
0 		8,071
0 		274,448
0 		0
0
(9)CINDY HARRISPACE MEDICAL DIRECTOR (i)
(ii)		 261,152
0 		0
0 		0
0 		0
0 		16,771
0 		277,923
0 		0
0
(10)BAKTHAVATSALAM VARDHINIHOSPICE PHYSICIAN (i)
(ii)		 160,995
0 		0
0 		9,781
0 		8,077
0 		28,477
0 		207,330
0 		0
0
(11)AHMED HASSANHOSPICE PHYSICIAN (i)
(ii)		 158,397
0 		0
0 		0
0 		0
0 		15,702
0 		174,099
0 		0
0
(12)EMILIYA HILLHOSPICE PHYSICIAN (i)
(ii)		 153,219
0 		0
0 		0
0 		0
0 		13,452
0 		166,671
0 		0
0
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b THE FOLLOWING EMPLOYEES CONTRIBUTED TO A NONQUALIFIED RETIREMENT 457(F) PLAN: SAMIRA BECKWITH 17,000; ROBERT GRIFFIN 17,000; JILL LAMPLEY 17,000; FELICIA STONEDALE 17,000
Schedule J (Form 990) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
 
Employer identification number
59-2128697
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY
  		59-1793462 52349ECN8 07-22-2008 27,200,000 CONSTRUCTION OF HOSPICE HOUSE   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0      
2 Amount of bonds legally defeased . . . . . . . . . . . 0      
3 Total proceeds of issue . . . . . . . . . . . . . . 27,200,000      
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0      
5 Capitalized interest from proceeds . . . . . . . . . . . 17,200,000      
6 Proceeds in refunding escrows . . . . . . . . . . . . 0      
7 Issuance costs from proceeds . . . . . . . . . . . . 68,000      
8 Credit enhancement from proceeds . . . . . . . . . . . 0      
9 Working capital expenditures from proceeds . . . . . . . . . 0      
10 Capital expenditures from proceeds . . . . . . . . . . . 9,932,000      
11 Other spent proceeds . . . . . . . . . . . . . . 0      
12 Other unspent proceeds . . . . . . . . . . . . . . 0      
13 Year of substantial completion . . . . . . . . . . . . 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X              
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X            
16 Has the final allocation of proceeds been made? . . . . . . . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X            
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X            
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . . . . . . . . . . . .   X            
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X            
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .   X            
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0.0000%   %   %   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0.0000%   %   %   %
6 Total of lines 4 and 5 . . . . . . . . . . . . . . . 0.0000%   %   %   %
7 Does the bond issue meet the private security or payment test? . . . . . X              
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X            
b If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of. 0%   %   %   %
c If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X            
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
  X            
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X            
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X            
b Exception to rebate? . . . . . . . .   X            
c No rebate due? . . . . . . . . . .
X              
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X              
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of hedge . . . . . . . . . . 0      
d Was the hedge superintegrated? . . . . . .   X            
e Was a hedge terminated? . . . . . . .   X            
Schedule K (Form 990) 2012
Schedule K (Form 990) 2012
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X            
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . . 0      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .   X            
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X            
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X            
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
1 Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X              
Part VI
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
ISSUER NAME: LEE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY: No Rebate Due. Schedule K, Part IV, Line 2c THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 2/25/2014.
Schedule K (Form 990) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
 
Employer identification number

59-2128697
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) CHARLES IDELSON
  		BOARD MEMBER OF ORGANIZATION AND PRESIDENT, INVESTOR'S SECURITY TRUST 53,400 THE ORGANIZATION HAS AN ACCOUNT WITH INVESTOR'S SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $12,223,800. PAYMENTS TOTALING $53,400 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES.   No
(2) SAMIRA BECKWITH
  		PRESIDENT AND CEO OF ORGANIZATION, BOARD MEMBER OF INVESTOR'S SECURITY TRUST 53,400 THE ORGANIZATION HAS AN ACCOUNT WITH INVESTOR'S SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $12,223,800. PAYMENTS TOTALING $53,400 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES.   No
(3) RICHARD ACKERT
  		BOARD MEMBER OF ORGANIZATION AND BOARD MEMBER OF INVESTOR'S SECURITY TRUST 53,400 THE ORGANIZATION HAS AN ACCOUNT WITH INVESTOR'S SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $12,223,800. PAYMENTS TOTALING $53,400 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES.   No
(4) BO TURBEVILLE
  		BOARD MEMBER OF ORGANIZATION AND CEO OF ACCENT BUSINESS PRODUCTS 74,000 ACCENT BUSINESS PRODUCTS PROVIDED OFFICE MACHINES UNDER LEASE AGREEMENTS, TO WHICH PAYMENTS ARE MADE MONTHLY. PAYMENTS MADE DIRECTLY TOTALED $74,000.   No
(5) SANDY ROBINSON
  		BOARD MEMBER OF ORGANIZATION AND PRESIDENT, NORTHERN TRUST BANK BRANCH 213,000 FEES PAID FOR LINE OF CREDIT TOTALED $153,100 AND INVESTMENT MANAGEMENT FEES TOTALING $42,700 IN CONNECTION WITH THE ORGANIZATION'S INVESTMENT ACCOUNTS. ADDITIONAL BANK FEES PAID TO THE TRUST COMPANY TOTALED $17,200.   No
(6) LYNN KIRBY
  		BOARD MEMBER OF ORGANIZATION AND BOARD MEMBER OF INVESTOR'S SECURITY TRUST 53,400 THE ORGANIZATION HAS AN ACCOUNT IWTH INVESTOR'S SECURITY TRUST THAT IS USED AS A DEPOSITORY FOR INVESTMENTS OF THE ORGANIZATION TOTALING $12,223,800. PAYMENTS TOTALING $53,400 WERE PAID FOR INVESTMENT MANAGEMENT SERVICES.   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
 
Employer identification number

59-2128697
Identifier Return Reference Explanation
Significant changes in program services Form 990, Part III, Line 3 DURING THE YEAR ENDED SEPTEMBER 30, 2013, THE ORGANIZATION CONCLUDED ITS HOPE CHOICES PROGRAM, A LONG-TERM CARE DIVERSION PROGRAM DUE TO STATE OF FLORIDA MEDICAID MANAGED CARE.
HOPE HOSPICE NARRATIVE - PART 1 FORM 990, PART III, LINE 4A HOPE HOSPICE (LATER RENAMED HOPE HOSPICE AND COMMUNITY SERVICES; HEREAFTER REFERRED TO AS "HOPE") WAS INCORPORATED ON SEPTEMBER 11, 1981, AFTER ITS FORMATION BY A GROUP OF LOCAL VOLUNTEERS, AND LICENSED BY THE STATE OF FLORIDA SINCE 1984. HOPE IS A NOT-FOR-PROFIT, 501 (C)(3)-STATUS COMMUNITY-BASED AGENCY. AT ITS INCEPTION, HOPE HOSPICE SERVED ONLY A FEW PATIENTS EACH DAY IN THE IMMEDIATE FORT MYERS, FLORIDA AREA. TODAY HOPE SERVES MORE THAN 2,000 PEOPLE DAILY IN SOUTHWEST FLORIDA WITH A VARIETY OF CARE PROGRAMS. THROUGH THE YEARS, HOPE'S MISSION AND VISION HAVE BEEN CONSTANT. THE VISION OF HOPE IS TO CREATE AN ENVIRONMENT IN WHICH LIFE'S JOURNEY IS CHERISHED. THE MISSION OF HOPE IS TO PROVIDE EXCEPTIONAL CARE AND SUPPORT TO EVERY INDIVIDUAL AND THEIR LOVED ONES AS THEY FULFILL LIFE'S JOURNEY. HOPE'S VISION AND MISSION ARE SUPPORTED BY ITS PILLARS OF EXCELLENCE: SERVICE - PROVIDE EXTRAORDINARY, TIMELY CARE AND SERVICE QUALITY - PROVIDE EXCELLENCE EACH DAY AND DEMONSTRATE CONTINUOUS IMPROVEMENT STEWARDSHIP - CREATE AND MANAGE THE RESOURCES NEEDED FOR OUR CURRENT AND FUTURE SUCCESS PEOPLE - RECRUIT AND RETAIN STAFF WHO ARE ENGAGED, EMPOWERED AND COMMITTED THE ORGANIZATION'S GOALS ARE TO REMOVE ALL BARRIERS TO ACCESS; TO BE GOOD STEWARDS OF ALL RESOURCES; AND TO PROVIDE THE HIGHEST POSSIBLE QUALITY CARE. HOPE'S GOALS AND INITIATIVES ARE FRAMED IN RESPONSE TO STRATEGIC QUESTIONS, INCLUDING: * HOW DO WE IDENTIFY AND CHANGE HABITS THAT DO NOT SUPPORT GOOD CARE? * HOW DO WE USE LESSONS FROM OTHER INDUSTRIES TO IMPROVE OUR CARE AND SERVICES? * HOW DO WE IMPROVE OUR ABILITY TO REDUCE PAIN AND SUFFERING? * HOW DO WE ENSURE WE ARE THE EMPLOYER OF CHOICE? * HOW DO WE CREATE AND SUSTAIN A CULTURE THAT LEADS TO CONTINUOUS IMPROVEMENT? HOPE MAKES MAKE CERTAIN THAT ITS ORGANIZATIONAL CAPABILITIES ENSURE: * NO NEEDLESS PAIN OR SUFFERING EXISTS IN THE COMMUNITIES WE SERVE * NO HELPLESSNESS FELT BY THOSE WE SERVE * NO UNWANTED WAITING FOR THOSE WE SERVE * NO WASTE OF RESOURCES OR INEFFICIENCIES IN PROVIDING OUR SERVICES "HOPE HOSPICE" BECOMES "HOPE HOSPICE AND COMMUNITY SERVICES" IN SUPPORT OF HOPE'S VISION, MISSION AND GOALS, AN OVERARCHING QUESTION WAS, "HOW CAN WE INCREASE OUR CONTINUUM OF CARE AND SERVICES, GIVING MORE PEOPLE ACCESS TO THE COMFORT AND SAFETY THEY NEED?" TRADITIONALLY, THE STARTING POINT IN HOSPICE CARE IS THE PHYSICIAN'S REFERRAL, INDICATING THE PATIENT HAS ONLY SIX MONTHS OR LESS TO LIVE. BEGINNING AT THE END, LITTLE THOUGHT IS GIVEN TO THE PATIENT'S OVERALL SITUATION AND CIRCUMSTANCE. THIS CAN RESULT IN A LESS THAN OPTIMAL CARE EXPERIENCE AND OUTCOME FOR THE PATIENT AND FAMILY. HOPE LOOKS AT THE ENTIRE PATIENT SITUATION AND CIRCUMSTANCES PRIOR TO DEVELOPING A COMPREHENSIVE PLAN OF CARE. IN RECENT YEARS, HOPE HAS RECOGNIZED THAT THE PALLIATIVE CARE SKILLS OF HOSPICE PROFESSIONALS NEED NOT BE LIMITED TO THE CARE OF THE DYING, IN HOSPICE. THESE SAME SKILLS CAN BE APPLIED TO ALLEVIATE PAIN AND SUFFERING FOR THOSE WHO ARE SERIOUSLY ILL YET NOT AT THE END OF LIFE. HOPE HAS INTRODUCED A NUMBER OF NEW CARE PROGRAMS TO MEET THOSE NEEDS. HOPE'S INNOVATION HAS CREATED A NEW DIMENSION IN HEALTH CARE. HOPE HOSPICE AND COMMUNITY SERVICES PROVIDES A CONTINUUM OF PALLIATIVE CARE SERVICES UNLIKE ANY OTHER HEALTH CARE PROGRAM IN THE UNITED STATES. HOPE'S INNOVATION IS BEST DESCRIBED WITH TWO WORDS: PROACTIVE COORDINATION. EACH CARE PROGRAM AND SERVICE HAS ITS OWN SPECIFIC STAFF, DELIVERING PALLIATIVE CARE IN A SPECIFIC SETTING OR PROGRAM. HOPE IS UNIQUELY APPLYING THE PRINCIPLES OF PALLIATIVE CARE (I.E. TO PREVENT AND RELIEVE SUFFERING WHILE FOCUSING ON THE QUALITY OF LIFE FOR THE INDIVIDUAL) ACROSS A LARGER CONTINUUM OF CARE BEYOND END OF LIFE CARE. HOPE'S PALLIATIVE CARE PHILOSOPHY ENCOMPASSES EVERY ASPECT OF THE INDIVIDUAL'S WELL BEING - BODY, MIND AND SPIRIT. AT THE HEART OF THE PHILOSOPHY IS THE COMMITMENT TO MAKE SURE THE SYSTEM IS WORKING TO MEET SPECIFIC PERSONAL NEEDS, NOT IN TRYING TO MAKE A PATIENT FIT INTO A SYSTEM. SERVICES ARE AVAILABLE TO PEOPLE OF ALL AGES, IN ALL PROGRAMS, WHO ARE TOUCHED BY SERIOUS ILLNESS, REGARDLESS OF THEIR ABILITY TO PAY. THE TEAM INCLUDES PHYSICIANS, NURSES, PHARMACISTS, SOCIAL WORKERS, PERSONAL CARE SPECIALISTS, VOLUNTEERS, CHAPLAINS, HOMEMAKERS, BEREAVEMENT COUNSELORS, MASSAGE THERAPISTS, ART THERAPISTS AND MUSIC THERAPISTS AS NEEDED TO CARE FOR THE INDIVIDUAL NEEDS OF EACH PERSON AND FAMILY. HOPE'S PROGRAMS OF CARE BENEFIT ALL DEMOGRAPHICS. HOPE HOSPICE AND COMMUNITY SERVICES SERVES THE RESIDENTS OF LEE, GLADES, HENDRY, CHARLOTTE, DESOTO AND COLLIER COUNTIES IN SOUTHWEST AND MID-FLORIDA, OF WHICH APPROXIMATELY 76 PERCENT ARE WHITE, 15 PERCENT LATINO, 8 PERCENT AFRICAN-AMERICAN AND 1 PERCENT ASIAN. THE AREA INCLUDES URBAN, SUBURBAN AND RURAL COMMUNITIES. HOSPICE CARE IS USUALLY COVERED BY MEDICARE, MEDICAID OR INSURANCE, ALTHOUGH HOPE PROVIDES HOSPICE CARE TO EVERYONE IN NEED REGARDLESS OF AGE, ETHNICITY, TYPE OF ILLNESS, THE ABILITY TO PAY OR ANY OTHER LIFE CIRCUMSTANCES. THIS COMPREHENSIVE, COORDINATED PROGRAM OF CARE IS OFFERED TO THEM BY NO ONE ELSE IN THE ENTIRE AREA. IT IS OF GREAT BENEFIT TO MANY IN THE COMMUNITY WHO ARE PARTICULARLY VULNERABLE IN THESE TIMES OF A DOWN TURNED ECONOMY AND AN UNCERTAIN FUTURE FOR US HEALTH CARE, INCLUDING THOSE WITH NO MEDICAL COVERAGE; NO FINANCIAL RESOURCES WHATSOEVER; THE HOMELESS; VETERANS AND OTHERS. HOPE'S ARRAY OF SERVICES HOPE HOSPICE: END-OF-LIFE CARE FOR PEOPLE OF ALL AGES AND THEIR FAMILIES, PROVIDED REGARDLESS OF THEIR ABILITY TO PAY. HOPE CONNECTIONS: FOR MANY RURAL RESIDENTS OF GLADES AND HENDRY COUNTIES, THE ONLY SOURCE OF WARM MEALS, BALANCED NUTRITION, AND PERSONAL CARE AT HOME. HOPE KIDS CARE: ENABLES CHILDREN WITH POTENTIALLY LIFE-LIMITING CONDITIONS TO BENEFIT FROM PALLIATIVE CARE WITHOUT HOSPICE ENROLLMENT. PAIN AND SYMTOM MANAGEMENT, IN-HOME CARE, COUNSELING AND RESPITE CARE. THE RAINBOW TRAILS BEREAVEMENT CAMP ENABLES GRIEVING CHILDREN TO COPE WITH THE LOSS OF A LOVED ONE. THE CAMP IS PROVIDED AT NO COST TO THE FAMILY. HOPE PACE: THE ALL-INCLUSIVE PROGRAM OF CARE FOR THE ELDERLY. FOR PEOPLE 55 AND OLDER WHO ARE CHRONICALLY ILL OR FRAIL ELDERLY WHO ARE ELIGIBLE FOR NURSING HOME CARE BUT WANT TO REMAIN AT HOME. ALL MEDICAL SERVICES PROVIDED AT HOME AND AT FOUR HOPE PACE CENTERS. HOPE COMFORT CARE: FOR PEOPLE WITH A PROGRESSIVE ILLNESS WHO ARE NOT READY FOR HOSPICE BUT NEED HOME CARE. THE HOPE PARKINSON PROGRAM: THE ONLY PROGRAM IN LEE COUNTY FLORIDA PROVIDING RESOURCES, SERVICES AND FAMILY SUPPORT AT NO COST TO THOSE WHO SUFFER FROM THIS DISEASE. HOPE VISITING NURSES: HOME HEALTH CARE, PRIVATE DUTY NURSING AND HOME HEALTH AIDE SERVICES. HOPE HEALING HEARTS: COUNSELING AND SUPPORT FOR THOSE WHO HAVE EXPERIENCED THE LOSS OF A LOVED ONE. THE COMMUNITY HAS ENTHUSIASTICALLY WELCOMED HOPE'S ARRAY OF QUALITY-OF-LIFE, COORDINATED CARE PROGRAMS THAT FOCUS ON MEETING THEIR NEEDS.
HOPE HOSPICE NARRATIVE - PART 2 FORM 990, PART III, LINE 4A ENSURING QUALITY CARE IN NOVEMBER 2010, THE DARTMOUTH INSTITUTE FOR HEALTH POLICY AND CLINICAL PRACTICE PUBLISHED A STUDY TITLED "QUALITY OF END-OF-LIFE CANCER CARE FOR MEDICARE BENEFICIARIES." ACCORDING TO THE REPORT, 75.6 PERCENT OF CANCER PATIENTS IN THE FORT MYERS AREA WHO DIED DURING THE PERIOD FROM 2003 TO 2007 USED HOSPICE SERVICES DURING THEIR LAST MONTH OF LIFE - DRAMATICALLY ECLIPSING THE NATIONAL FIGURE OF 55 PERCENT, AND AMONG THE HIGHEST RANKINGS OF ALL HOSPICES. HOPE IS THE ONLY HOSPICE SERVING THE FORT MYERS AREA. ALL OF HOPE'S SERVICES AND PROGRAMS COORDINATE CARE ALONG THE CONTINUUM USING THE PRINCIPLES OF PALLIATIVE CARE. EACH SERVICE IS MEASURED FOR ITS EFFECTIVENESS AND BENEFIT TO PATIENTS AND FAMILIES. OUTCOME MEASUREMENTS ARE IN PLACE THROUGHOUT THE CONTINUUM AS PART OF THE ONGOING QUALITY IMPROVEMENT PLAN. IN ADDITION TO REGULAR, INTENSIVE REVIEW OF ALL ACTIVITIES, HOPE CONDUCTS FREQUENT AND REGULAR PATIENT SURVEYS IN PATIENTS' HOMES, IN NURSING AND ASSISTED LIVING FACILITIES AND IN HOPE HOSPICE HOUSES. THESE PATIENT SURVEYS FOCUS ON: PAIN AND SYMPTOM CONTROL; STAFF SENSITIVITY; WHETHER EXPRESSIVE AND INTEGRATIVE THERAPIES WERE OFFERED; EXTENDED HOURS SERVICES AND SUPPORT; AND WHETHER MEDICAL EQUIPMENT AND SUPPLIES MET NEEDS. OUTCOMES ARE ALSO MEASURED BY THE COMMUNITY HEALTH ACCREDITATION PROGRAM (CHAP), THE NATIONAL LEADER IN IMPROVING THE QUALITY OF CARE IN THE HOME CARE INDUSTRY. ONE OF CHAP'S PRIMARY OBJECTIVES IS TO ENABLE HOSPICES AND OTHER HEALTH CARE ORGANIZATIONS TO DEVELOP AND MAINTAIN STATE-OF-THE ART NATIONAL STANDARDS OF EXCELLENCE. DURING THEIR EXHAUSTIVE REVIEW OF HOPE'S OPERATIONS, CHAP DISCOVERED WHAT MAKES THE ORGANIZATION GREAT. HOPE'S HIGH SCORE WAS "EXTREMELY RARE," THEY SAID, FOR SEVERAL REASONS, INCLUDING: HIGH EMPLOYEE MORALE AND JOB SATISFACTION WHICH CONTRIBUTES TO A POSITIVE WORK ENVIRONMENT; EXPERIENCED MANAGEMENT TEAM AND BOARD OF DIRECTORS WHO ARE COMMITTED TO QUALITY CARE AND STANDARDS OF EXCELLENCE; AND COLLABORATION WITH THE EDUCATIONAL COMMUNITY TO INCREASE STUDENTS' AWARENESS OF PALLIATIVE CARE OPPORTUNITIES. INNOVATION IN HEALTHCARE: MEETING THE CHALLENGES IN 2008, HOPE HOSPICE AND COMMUNITY SERVICES WAS AMONG THE COUNTRY'S FIRST RECIPIENTS OF THE QUALITY IN PALLIATIVE CARE LEADERSHIP AWARD, IN RECOGNITION OF ITS INNOVATIVE PATIENT CARE. THE LEADERSHIP AWARD IS PRESENTED BY THE NATIONAL CONSENSUS PROJECT FOR QUALITY CARE AND THE NATIONAL QUALITY FORUM TO ORGANIZATIONS WORKING TO IMPROVE THE QUALITY OF AMERICAN HEALTH CARE. HOPE WAS ONE OF ONLY NINE HEALTH CARE ORGANIZATIONS IN THE COUNTRY TO BE HONORED IN THE AWARD'S FIRST YEAR. HOPE RECEIVED THE CIRCLE OF LIFE AWARD IN 2004 FOR ITS INNOVATIVE PROGRAM THAT IMPROVES THE CARE OF INDIVIDUALS AT THE END OF LIFE AND ITS STRATEGY TO MAKE SERVICES AVAILABLE TO ANYONE WHO NEEDS HOSPICE CARE, REGARDLESS OF AGE, DIAGNOSIS, OR ABILITY TO PAY. HOPE WAS RECOGNIZED IN 2003 BY THE AMERICAN PHARMACISTS ASSOCIATION FOUNDATION FOR ITS INNOVATIVE AND VISIONARY APPROACH IN DELIVERING A CONSISTENTLY HIGH LEVEL OF CARE TO ITS PATIENTS. THE RECIPIENTS ARE RECOGNIZED FOR PIONEERING INNOVATIVE WAYS TO IMPROVE THE MEDICATION USE PROCESS AND INCREASE COMMUNICATION BETWEEN ALL MEMBERS OF THE HEALTH CARE TEAM. BECAUSE OF THE SIGNIFICANT PUBLIC HEALTH PROBLEM ASSOCIATED WITH THE INAPPROPRIATE USE OF MEDICATIONS, HOPE PIONEERED INNOVATIVE WAYS TO IMPROVE THE MEDICATION USE PROCESS AND INCREASE COMMUNICATION AMONG ALL MEMBERS OF THE HEALTH CARE TEAM. HOPE HOSPICE CREATED, IMPLEMENTED AND MAINTAINS A COLLABORATIVE PRACTICE MEDICATION AND MANAGEMENT SYSTEM TO MANAGE MEDICATION THERAPY. IT INVOLVES PHARMACISTS, HOPE PHYSICIANS AND NURSES, MANY INDEPENDENT REFERRING PHYSICIANS, AND INDEPENDENT CLINICAL PHARMACY AND MEDICATION DISTRIBUTION SYSTEMS LINKED TOGETHER BY WEB-BASED DOCUMENTATION AND COMMUNICATION TOOLS. USING INTEGRATED, STATE-OF-THE-ART TECHNOLOGY THAT ENABLES PROFESSIONALS FROM DIFFERENT DISCIPLINES TO PARTICIPATE IN A PATIENT'S CARE AND MAKE INFORMED DECISIONS BASED ON CURRENT INFORMATION, HOPE IS ABLE TO DELIVER AND UNPARALLELED LEVEL OF QUALITY CARE TO ITS PATIENTS. THE FUTURE OF HOPE AND THE FUTURE OF HEALTHCARE THE UNITED STATES IS BEING CHALLENGED AS NEVER BEFORE TO MAKE THE BEST USE OF OUR RESOURCES IN HEALTHCARE IN ORDER TO BEST MEET THE CHANGING AND INCREASING NEEDS OF THE PEOPLE IN OUR COMMUNITIES. HEALTHCARE PROVIDERS MUST MAKE VERY CAREFUL AND STRATEGIC DECISIONS TO ENSURE THAT FUTURE NEEDS WILL BE MET. HOPE HAS TAKEN A LEADERSHIP ROLE IN RAISING AWARENESS AND SHAPING POLICY ON THE STATE AND NATIONAL LEVELS. HOPE'S PRESIDENT AND CEO, SAMIRA K. BECKWITH WAS APPOINTED BY FLORIDA GOVERNOR JEB BUSH TO HELP THE STATE CONCENTRATE ON PROVIDING MORE SERVICES TO ENHANCE THE QUALITY OF LIFE FOR SENIOR CITIZENS. GOVERNOR RICK SCOTT APPOINTED BECKWITH TO HIS HEALTH AND HUMAN SERVICES TRANSITION TEAM, TO ADDRESS MEDICAID REFORM, HEALTH, HEALTH-CARE ADMINISTRATION, CHILDREN AND FAMILIES, ELDER AFFAIRS, PERSONS WITH DISABILITIES AND VETERANS' AFFAIRS. SHE HAS TESTIFIED BEFORE CONGRESS ON THE NEED FOR BETTER LEGISLATION TO PROVIDE FOR END-OF-LIFE COMFORT AND CARE. HOPE WILL CONTINUE TO APPLY THE PRINCIPLES OF PALLIATIVE CARE ACROSS A LARGER CONTINUUM BEYOND END-OF-LIFE CARE, IN SEARCH OF NEW OPPORTUNITIES TO PROVIDE CARE TO MORE PEOPLE.
HOPE HOSPICE'S LTCD PROGRAM FORM 990, PART III, LINE 4B HOPE'S NURSING HOME DIVERSION PROGRAM, HOPE CHOICES, PROVIDES SERVICES TO THOSE WHO ARE FRAIL AND IN NEED OF SUPPORT IN THEIR DAILY LIVES. SERVICES PROVIDED INCLUDE: - DAILY LIVING ASSISTANCE - RESPITE FOR THE FAMILY CAREGIVER - MEDICAL SUPPLIES - MEALS DELIVERED TO THE HOME - COMPANIONSHIP THE HOPE CONNECTIONS PROGRAM PROVIDES SERVICES TO ADULTS AGE 60 AND OVER, ENABLING THEM TO RECEIVE HELP IN THEIR DAILY LIVES. SERVICES INCLUDE: - MEALS DELIVERED TO THE HOME - CONGREGATE MEALS - PERSONAL CARE - HOMEMAKER SERVICES - TRANSPORTATION - MEDICAL EQUIPMENT - COUNSELING - EMERGENCY RESPONSE SYSTEMS THIS PROGRAM CEASED OPERATIONS ON AUGUST 31, 2013 DUE TO THE START OF FLORIDA MEDICAID MANAGED CARE.
HOPE HOSPICE'S PACE PROGRAM FORM 990, PART III, LINE 4C PREVENTIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES ARE PROVIDED TO THE FRAIL ELDERLY THROUGH HOPE PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY), ENABLING THEM TO CONTINUE TO LIVE INDEPENDENTLY AT HOME. UPON ENROLLMENT, PARTICIPANTS MAY RECEIVE: - PRIMARY MEDICAL AND NURSING CARE - OCCUPATIONAL, PHYSICAL AND SPEECH THERAPY - MEDICATIONS AND MEDICAL EQUIPMENT - LABORATORY AND DIAGNOSTIC SERVICES - ALL NECESSARY PRESCRIPTION DRUGS - SKILLED HOME CARE AND PERSONAL CARE AIDES - HOSPITALIZATION, SKILLED NURSING FACILITY CARE AND END-OF-LIFE CARE -CARE FROM MEDICAL SPECIALISTS IN CARDIOLOGY, NEPHROLOGY, OPHTHALMOLOGY, DERMATOLOGY, ORTHOPEDICS, SURGERY AND PODIATRY - TRANSPORTATION TO MEDICAL APPOINTMENTS CURRENTLY SERVING APPROXIMATELY 240 CLIENTS THE ORIGINAL HOPE PACE PROGRAM IS LOCATED IN FORT MYERS. A CENTER IS NOW OPEN IN PORT CHARLOTTE, LEHIGH ACRES AND NAPLES. INCLUDED IN THE PACE PROGRAM IS AN ADULT DAY HEALTH PROGRAM THAT PROVIDES CLIENTS WITH ASSISTANCE WITH DAILY ACTIVITIES IN A CENTER SETTING. LIGHT EXERCISE SESSIONS HELP THE CLIENTS TO MAINTAIN BODY STRENGTH, PRIMARILY FOR BALANCE AND FALL PREVENTION. THE DAY ALSO INCLUDES REST PERIODS, GAMES, CRAFTS, GARDENING, ART, MUSIC AND PET THERAPY, AND EVEN DANCING IF DESIRED. A WARM LUNCH AND SNACKS ARE SERVED. PHYSICAL AND OCCUPATIONAL THERAPIES ARE AVAILABLE, AND A NURSE IS ALWAYS ON SITE.
Delegate broad authority to a committee Form 990, Part VI, Section A, Line 1a DURING THE YEAR THE BOARD OF DIRECTORS DELEGATED BROAD AUTHORITY TO ACT ON ITS BEHALF TO AN EXECUTIVE COMMITTEE COMPOSED OF THE CHAIR, VICE CHAIR, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO HANDLE ANY MATTERS REFERRED TO IT BY THE BOARD OF DIRECTORS. IN ADDITION, IT IS AUTHORIZED ALL POWERS OF THE BOARD DURING THE INTERVAL BETWEEN MEETINGS OF THE BOARD, EXCEPT AND EXCLUDING PURCHASE, SALE, LEASE OR ENCUMBERING OF REAL PROPERTY.
Family/business relationships amongst interested persons Form 990, Part VI, Section A, Line 2 CHARLES IDELSON, SAMIRA BECKWITH, RICHARD ACKERT - BUSINESS RELATIONSHIP
Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b A COPY OF THE ORGANIZATION'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF DIRECTOR'S ON 4/29/2014, PRIOR TO ITS FILING WITH THE IRS. IN ADDITION, THE MANAGEMENT PRESENTED A FORM 990 SUMMARY REPORT AT THIS MEETING.
Conflict of interest policy Form 990, Part VI, Section B, Line 12c AS ORGANIZATION PERSONNEL, MEMBERS OF THE GOVERNING BODY AND ADVISORY BOARDS ARE COVERED UNDER ORGANIZATION'S CONFLICT OF INTEREST POLICY. IN THE EVENT THAT A SITUATION ARISES WHEREBY AN EMPLOYEE HAS A CONFLICT OF INTEREST, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE PRESIDENT/CEO. DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST AND THE PRESIDENT/CEO'S DECISION REGARDING THE ACTIONS WILL BE NOTED IN A FILE KEPT BY THE PRESIDENT/CEO. IN THE EVENT A SITUATION EXISTS WHEREBY A MEMBER OF THE GOVERNING BODY OR ADVISORY COMMITTEE HAS A CONFLICT OF INTEREST, HE/SHE IS OBLIGATED TO REPORT THAT POTENTIAL TO THE GOVERNING BODY. THE GOVERNING BODY WILL THEN RENDER A DECISION OF THAT MEMBER'S ELIGIBILITY TO VOTE ON ANY PARTICULAR ISSUE. DISCLOSURE OF A POTENTIAL CONFLICT AND THE GOVERNING BODY'S DECISION REGARDING THE CONFLICT WILL BE NOTED IN THE MINUTES
Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE PRESIDENT/CEO'S COMPENSATION IS ESTABLISHED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE UTILIZES DATA PROVIDED BY INDEPENDENT COMPENSATION CONSULTANT STUDIES TO PROVIDE A BASIS FOR COMPARISON. ADDITIONALLY, AN APPRAISAL OF PERFORMANCE IS ALSO DISCUSSED WITH ALL BOARD MEMBERS. THE APPROVAL OF THE PRESIDENT/CEO'S COMPENSATION IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MEETING MINUTES.
Process used to establish compensation of other officers/key employees Form 990, Part VI, Section B, Line 15b THE ORGANIZATION HAS A COMPENSATION PROGRAM WHICH APPLIES TO ALL PERSONNEL EXCEPT THE PRESIDENT/CEO. THE POLICIES AND PROCEDURES DEFINE THE GENERAL RULES OF OPERATION OF THE COMPENSATION PROGRAM AND THE PRESIDENT/CEO AND BOARD RETAINS THE AUTHORITY TO REVISE THE POLICY AS NEEDED FOR THE EFFECTIVE MANAGEMENT OF THE PROGRAM. THE COMPENSATION PROGRAM WAS INITIALLY DEVELOPED BY AN INDEPENDENT HUMAN RESOURCE CONSULTANT AND IS REVIEWED AS NEEDED. THE SALARY STRUCTURE IS REVIEWED ANNUALLY.
Governing documents, conflict of interest policy and financial statements available to the public Form 990, Part VI, Section C, Line 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. HOWEVER, THE FEDERAL FORM 990 IS AVAILABLE UPON REQUEST.
Other changes in net assets or fund balances Form 990 , Part XI, Line 9 ROUNDING - -15;
OVERSIGHT OF AUDIT/AUDITOR SELECTION FORM 990, PART XII, LINE 2C THE PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID: 12000266
Software Version: v2012.1.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HOPE HOSPICE AND COMMUNITY SERVICES INC
 
Employer identification number

59-2128697
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) VISITING NURSES ASSOCIATION OF SW FLORIDA

3653 CENTRAL AVENUE

FORT MYERS,FL33901
 TO PROVIDE HOME AND COMMUNITY BASED HEALTH CARE SERVICES. FL 501(C)(3) 9 HOPE HOSPICE & COMMUNITY SERVICES INC
 
Yes
 












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) VISITING NURSES ASSOCIATION OF SW FLORIDA INC

 L 54,700 REIMBURSEMENT OF ACTUAL EXPENSES





Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


Software ID: 12000266
Software Version: v2012.1.0