Hospice Of Martin & St Lucie Inc in Stuart, Florida (FL)

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Hospice Of Martin & St Lucie Inc
Employer Identification Number (EIN)592171740
Name of OrganizationHospice Of Martin & St Lucie Inc
Address1201 Se Indian St, Stuart, FL 34997-5688
ActivitiesOther health services
SubsectionCharitable Organization
Ruling Date07/1982
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period09/2014
Assets$1,000,000 to $4,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$3,039,799
Amount of Income$19,861,047
Form 990 Revenue Amount$19,201,824
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Hospice


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Amount of income in 2014: $19,861,047 (it was $17,704,471 in 2013)
This organization: 

 $19,861,047
Other organizations performing similar types of work: 

 $4,252,864

Assets in 2014: $3,039,799 (it was $2,908,780 in 2013)
This organization: 

 $3,039,799
Other organizations performing similar types of work: 

 $4,521,305

Expenses in 2013: $17,181,722
Hospice Of Martin & St Lucie Inc: 

 $17,181,722
Other organizations performing similar types of work: 

 $4,114,001

Income to expenses ratio in 2013: 1.2
This organization: 

 1.2
Other organizations performing similar types of work: 

 1.1

Number of employees in 2013: 158
This organization: 

 158
Other organizations performing similar types of work: 

 71

Employees paid over $100,000 in 2013: 5.7%
Hospice Of Martin & St Lucie Inc: 

 5.7%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 2.2%
This organization: 

 2.2%
Other organizations performing similar types of work: 

 6.1%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
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?NoNo
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?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?NoNo
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoYes
Did the organization report an amount for other liabilities?YesYes
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)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
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?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
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?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
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?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
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?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
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?NoNo
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
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?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10963934
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
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 return241158
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
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)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
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?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
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?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$88,937$532,242
Total reportable compensation from related organizations$1,306,900$1,266,137
Total estimated amount of other compensation from the organization and related organizations$98,477$141,297
Total number of individuals who received more than $100,000 of reportable compensation from the organization03
Total number of independent contractors who received more than $100,000 of compensation from the organization66
Statement of Revenue
201120122013
Total revenue$19,380,730$20,548,046$17,704,471
Contributions, Gifts, Grants and Other Similar Amounts$254,551$1,234,859$388,839
Program Service Revenue$18,796,285$19,299,805$17,084,730
623000$19,299,805$17,084,730
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$12,603$13,382$11,458
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$0$0$0
Net gain/loss from sales of assets other than inventory$0$0$0
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$304,369$0$216,289
Gross sales of inventory, less returns and allowances$759,187$0$814,602
Less: cost of goods sold$454,818$0$598,313
Miscellaneous Revenue$12,922$0$3,155
900099$0$3,155
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$18,104,917$18,639,793$17,181,722
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$0$0$52,361
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$4,546,958$4,366,254$7,711,496
Pension plan accruals and contributions$108,279$176,282
Other employee benefits$496,716$878,346
Payroll taxes$352,422$364,538$631,013
Fees for services (non-employees)
Management$0$0
Legal$0$10,066
Accounting$0$33,906
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$0$53,249
Advertising and promotion$0$27,550
Office expenses$44,080$329,886
Information technology$0$4,239
Royalties$0$0
Occupancy$156,740$665,213
Travel$261,557$320,195
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$2,007$25,681
Interest$0$0
Payments to affiliates$0$0
Depreciation, depletion, and amortization$0$0
Insurance$0$0
Other expenses$5,652,830$4,486,980
Other expenses$4,425,451$618,879
Other expenses$889,291$623,467
Other expenses$781,515$236,445
Other expenses$1,090,535$296,468
Balance Sheet
201120122013
Total assets$5,659,534$5,695,482$2,908,780
Cash - non-interest-bearing$875$1,000
Savings and temporary cash investments$3,751,297$1,140,894
Pledges and grants receivable, net$0$0
Accounts receivable, net$1,814,224$1,408,102
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$82,114$82,525
Prepaid expenses and deferred charges$897$6,585
Land, buildings, and equipment: cost or other basis$0$0
Investments - publicly traded securities$0$0
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$46,075$269,674
Total liabilities$805,030$1,382,725$1,073,274
Accounts payable and accrued expenses$781,363$691,075
Grants payable$0$0
Deferred revenue$0$0
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$0$0$0
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$601,362$382,199
Total net assets or fund balances$4,854,504$4,312,757$1,835,506
Unrestricted net assets$4,312,757$1,835,506
Temporarily restricted net assets$0$0
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % 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
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$98,992,821
Subtotal$98,992,821
Gifts, grants, contributions, and membership fees received$1,878,249
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$97,114,572
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$0
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$0
Total support$102,216,679
Public support$98,992,821
Subtotal$51,758
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$51,758
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$3,172,100
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Hope Hospice And Community Services Inc9470 Healthpark Cir, Fort Myers, FL 33908-3600FL1983-05$108,152,203
2Hospice Of The Comforter Inc480 W Central Pkwy, Altamonte Spg, FL 32714-2415FL1990-03$25,069,171
3Catholic Hospice Inc14875 Nw 77th Ave 100, Miami, FL 33014FL1946-03$48,255,780
4Hernando-Pasco Hospice Inc, Hph Hospice12107 Majestic Blvd, Hudson, FL 34667-2455FL1983-05$45,359,622
5The Elizabeth Hospice Inc500 La Terraza Blvd Ste 130, Escondido, CA 92025-3876CA1979-01$35,908,532
6Stein Hospice Services Inc1200 Sycamore Line, Sandusky, OH 44870-4029OH1984-11$32,833,458
7Avow Hospice Inc1095 Whippoorwill Ln, Naples, FL 34105-3847FL1983-06$29,984,268
8Hospice Of St Francis Inc1250 Grumman Pl Ste B, Titusville, FL 32780-7927FL1990-04$22,724,333
9Hospice Of Martin & St Lucie Inc1201 Se Indian St, Stuart, FL 34997-5688FL1982-07$19,861,047
10Sangre De Cristo Hospice & Palliative Care1207 Pueblo Blvd Way, Pueblo, CO 81005-2175CO1984-12$16,493,701
11Snowline Hospice Of El Dorado Cty6520 Pleasant Valley Rd, Diamond Spgs, CA 95619-9512CA1981-01$11,685,967
12Hospice Of Florida Keys Inc1319 William St, Key West, FL 33040-4736FL1985-02$5,817,360
13South Coast Hospice & Palliative Care Services Inc1620 Thompson Rd, Coos Bay, OR 97420-2150OR1993-11$5,080,463
14Pocono Vna-Hospice502 Vna Rd, E Stroudsburg, PA 18301-7965PA1993-02$4,673,981
15Covenant Hospice Foundation Inc5041 N 12th Ave, Pensacola, FL 32504-8916FL1992-01$4,222,423
16Russell Murray Hospice221 S Bickford Ave, El Reno, OK 73036-2756OK1990-01$3,986,984
17Visiting Nurse Association-Hospice Of Southern Carroll Cty & VicinityPO BOX 1620, Wolfeboro, NH 03894-1620NH1993-12$3,250,116
18Sheffield Care Center100 Bennett Dr, Sheffield, IA 50475-7741IA1977-11$2,841,277
19Walla Walla Community Hospice1067 E Isaacs Ave, Walla Walla, WA 99362-2040WA1981-11$2,783,557
20Bougainvilla House Inc1721 Se 4th Ave, Ft Lauderdale, FL 33316-2515FL1982-01$2,688,189
Number of organizations performing similar types of work
Alaska1
Alabama7
Arkansas1
Arizona2
California22
Colorado10
Connecticut3
District of Columbia1
Delaware1
Florida12
Georgia4
Hawaii5
Iowa10
Illinois9
Indiana1
Kansas8
Kentucky5
Louisiana1
Massachusetts8
Maryland9
Maine1
Michigan11
Minnesota4
Missouri1
Mississippi1
North Carolina24
North Dakota1
New Hampshire2
New Jersey4
New Mexico3
New York15
Ohio8
Oklahoma4
Oregon7
Pennsylvania6
Rhode Island1
South Carolina3
Tennessee2
Texas12
Virginia6
Vermont2
Washington5
Wisconsin3
West Virginia2
Wyoming1
Total249

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