Hernando Pasco Hospice INC FY2020 filing

Tax-deductible

Temple Terr, FL501(c)(3)Since 1982Human ServicesEIN 59-2217929Revenue $46.3M in FY2020

On file with the IRSchaptershealth.org12470 Telecom Dr Ste 300, 33637-0904 · Temple Terr, FLTax-exempt since May 1983Publicly supported charity — 170(b)(1)(A)(vi)

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Provides hospice and palliative care services that relieve the suffering of persons residing in its communities affected by life-limiting illnesses and end-of-life issues so all may live as fully as possible.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $3.1M a year · 7% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Named funders
3
named funders · $1.2M
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2.7M
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 10 voting members
Looks good: 6 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$46.3M
Spent
$45.5M
To programs
79%
Net assets
$5.9M
By yearFY2020–FY2024
Revenue
$46.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$46.3M
FY2021$47.1M
FY2022$44.6M
FY2023$44.1M
FY2024$49.8M
Expenses
$45.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$45.5M
FY2021$47.9M
FY2022$56.5M
FY2023$49.3M
FY2024$47.9M
Net assets
$5.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.9M
FY2021$7.6M
FY2022$4.6M
FY2023$4.6M
FY2024$9.8M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $36.0M Management & general 21% · $9.5M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
Medical Director
$310,092Pt VII · Sec A
Medical Director
$293,550Pt VII · Sec A
Clinical Administrator (through 11/2020)
$154,563Pt VII · Sec A
Director, Regional
$154,381Pt VII · Sec A
Regional Director - Home Health
$123,004Pt VII · Sec A
Director, Professional Relations
$119,507Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Mena Hanna’s $327K as Staff Physician is at the 81st percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Mena Hanna$327,208$317,955$224,991——
Gary McCarragher MD———$296,157$310,092
Miguel Lizardo$309,795$286,531$262,365$256,283$293,550
William Talmadge Gunther III$212,382————
Rhonda Brooks——$165,051$133,389—
Michele J Sandoval$156,787$138,251$120,106——
Fay Van Fleet————$154,563
Susan Marie Surmont———$118,550$154,381

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Relieves suffering and helps people live fully with serious illnesses and end-of-life needs.

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Provided by the organization

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1 program · $36.0M · in their own filed words · FY2020
01

The organization provides a full range of medical and supportive services to individuals and their families facing a crisis of terminal illness. These services include, but are not limited to customized treatment programs, comfort and pain management, regularly scheduled visits from nurses who specialize in the recognition and treatment…

$36.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$1.2M
See all 3 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$46.3M
Ln 12
Fees for servicesLn 2g$42.5M
Gifts and grantsLn 1h$3.8M
Money outPt IX
$45.5M
Ln 25
Programscol B$36.0M
Managementcol C$9.5M
Owns and owesPt X
$5.9M
net assets · Ln 32
Total assetsLn 16$8.6M
LiabilitiesLn 26$2.7M
PeoplePt VI, VII
21
listed · VII A
PaidVII A6
Voting boardVI 1a10
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.8M
Government grantsLn 1e$3.1M
Fees for servicesLn 2g$42.5M
Total revenueLn 12$46.3M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$2.7M
Total assetsLn 16$8.6M
LiabilitiesLn 26$2.7M
Net assetsLn 32$5.9M
OperationsPt I, VI
EmployeesI 5367
VolunteersI 6178
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$0$0
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$8.8M$8.6M
LiabilitiesLn 26$2.7M$2.7M
Net assetsLn 32$6.1M$5.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$222K$222K
Other salaries and wagesLn 7$24.0M$20.0M$4.0M
Other employee benefitsLn 9$4.2M$3.4M$771K
Payroll taxesLn 10$1.5M$1.2M$248K
Legal feesLn 11b$448K$448K
Accounting feesLn 11c$80K$80K
Other fees for servicesLn 11g$1.1M$788K$350K$0
Advertising and promotionLn 12$198K$15K$183K
Office expensesLn 13$790K$199K$591K
Information technologyLn 14$1.1M$1K$1.1M
OccupancyLn 16$2.9M$2.3M$626K
TravelLn 17$679K$657K$23K
Conferences, conventions and meetingsLn 19$42K$16K$26K
InterestLn 20$28K$28K
Depreciation, depletion and amortizationLn 22$577K$577K
Other expenses (24a–d)Ln 24$5.9M$5.9M
All other expensesLn 24e$1.7M$1.4M$370K$0
Total functional expensesLn 25$45.5M$36.0M$9.5M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $49.8M$47.9M$1.8M$9.8M 990 PDF
FY2023 $44.1M$49.3M−$5.3M$4.6M 990 PDF
FY2022 $44.6M$56.5M−$11.9M$4.6M 990 PDF
FY2021 $47.1M$47.9M−$800K$7.6M 990 PDF
FY2020 Viewing $46.3M$45.5M$781K$5.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $46,277,279 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $97,245$3,776,261
I-9 Program service revenuePrior year $40,569,777$42,501,018
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $40,667,022$46,277,279
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $25,268,609$29,826,463
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $14,759,764$15,670,023
I-18 Total expensesPrior year $40,028,373$45,496,486
I-19 Revenue less expensesPrior year $638,649$780,793
Part VI · Governance 6 of 10 board members independent, 2 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $46,277,279 across 5 lines filed
VIII-1d Related organizations$684,674
VIII-1e Government grants$3,091,587
VIII-1h Total contributions, gifts and grants$3,776,261
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $42,501,018$42,501,018
VIII-12 Total revenueRelated to mission $42,501,018 · Unrelated business $0 · Excluded from tax $0$46,277,279
Part IX · Statement of functional expenses $45,496,486 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $221,565$221,565
IX-7 Other salaries and wagesPrograms $19,954,505 · Management $4,028,613$23,983,118
IX-9 Other employee benefitsPrograms $3,384,555 · Management $771,316$4,155,871
IX-10 Payroll taxesPrograms $1,218,256 · Management $247,653$1,465,909
IX-11b Legal feesManagement $448,044$448,044
IX-11c Accounting feesManagement $80,345$80,345
IX-11g Other fees for servicesPrograms $787,675 · Management $349,739 · Fundraising $0$1,137,414
IX-12 Advertising and promotionPrograms $14,742 · Management $183,377$198,119
IX-13 Office expensesPrograms $199,298 · Management $590,775$790,073
IX-14 Information technologyPrograms $1,263 · Management $1,103,095$1,104,358
IX-16 OccupancyPrograms $2,319,868 · Management $625,749$2,945,617
IX-17 TravelPrograms $656,676 · Management $22,686$679,362
IX-19 Conferences, conventions and meetingsPrograms $15,874 · Management $26,467$42,341
IX-20 InterestManagement $28,357$28,357
IX-22 Depreciation, depletion and amortizationManagement $576,596$576,596
IX-24 Other expenses (24a–d)Programs $5,910,753$5,910,753
IX-24e All other expensesPrograms $1,359,055 · Management $369,589 · Fundraising $0$1,728,644
IX-25 Total functional expensesPrograms $36,044,085 · Management $9,452,401 · Fundraising $0$45,496,486
Part X · Balance sheet $8,608,594 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $0$0
X-2 Savings and temporary cash investmentsStart of year $0$0
X-4 Accounts receivableStart of year $6,132,000$5,869,892
X-9 Prepaid expenses and deferred chargesStart of year −$179$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-15 Other assetsStart of year $2,640,164$2,738,702
X-16 Total assetsStart of year $8,771,985$8,608,594
X-17 Accounts payable and accrued expensesStart of year $2,475,666$1,946,841
X-19 Deferred revenueStart of year $96,399$44,128
X-25 Other liabilitiesStart of year $146,842$688,190
X-26 Total liabilitiesStart of year $2,718,907$2,679,159
X-27 Net assets without donor restrictionsStart of year $5,592,589$5,381,810
X-28 Net assets with donor restrictionsStart of year $460,489$547,625
X-32 Total net assets or fund balancesStart of year $6,053,078$5,929,435
X-33 Total liabilities and net assetsStart of year $8,771,985$8,608,594
Part XI · Reconciliation of net assets $5,929,435 net assets at year end
XI-1 Total revenue$46,277,279
XI-2 Total expenses$45,496,486
XI-3 Revenue less expenses$780,793
XI-4 Net assets at start of year$6,053,078
XI-9 Other changes in net assets−$904,436
XI-10 Net assets at end of year$5,929,435

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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