Civic Intelligence

Hospice Education Institute Inc

EIN 22-2701794 • 501(c)3 • Machiasport, ME

Profile

To inform and educate about hospice and palliative care, and to assist those seeking and/or receiving such care.

Three Unity Square PO Box 98Machiasport, ME 04655-0098

www.hospiceworld.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

1st percentile

-647%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

90th percentile

$118,860

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

3rd percentile

-79%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-73%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$802,672

Down $2,982,508 (-79%) from 2016

Liabilities

Down

$0

Down $8,198 (-100%) from 2016

Net Assets

Down

$802,672

Down $2,974,310 (-79%) from 2016

Revenue

Down

$448,619

Down $1,198,773 (-73%) from 2016

Expenses

Up

$3,352,285

Up $2,041,364 (+156%) from 2016

Net Income

Down

-$2,903,666

Down $3,240,137 (-963%) from 2016

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,554,580Liabilities 2012: $32,619Net Assets 2012: $3,521,9612012Assets 2013: $3,671,062Liabilities 2013: $32,737Net Assets 2013: $3,638,3252013Assets 2014: $3,701,362Liabilities 2014: $18,317Net Assets 2014: $3,683,0452014Assets 2015: $3,475,282Liabilities 2015: $22,502Net Assets 2015: $3,452,7802015Assets 2016: $3,785,180Liabilities 2016: $8,198Net Assets 2016: $3,776,9822016Assets 2017: $802,672Liabilities 2017: $0Net Assets 2017: $802,6722017

Highlighted filing

2017

Assets$802,672
Liabilities$0
Net Assets$802,672

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2012: $2,510,083Expenses 2012: $2,368,466Net Income 2012: $141,6172012Revenue 2013: $2,451,868Expenses 2013: $2,374,697Net Income 2013: $77,1712013Revenue 2014: $2,222,496Expenses 2014: $2,235,293Net Income 2014: -$12,7972014Revenue 2015: $2,356,746Expenses 2015: $2,544,912Net Income 2015: -$188,1662015Revenue 2016: $1,647,392Expenses 2016: $1,310,921Net Income 2016: $336,4712016Revenue 2017: $448,619Expenses 2017: $3,352,285Net Income 2017: -$2,903,6662017

Highlighted filing

2017

Revenue$448,619
Expenses$3,352,285
Net Income-$2,903,666

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$628,447
Mission and Program Overview

Mission

To inform and educate about hospice and palliative care, and to assist those seeking and/or receiving such care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,147,461--
Cash and Non-Interest-Bearing Accounts$1,007,723$480,284▼ $527,439
Land, Buildings, and Equipment, Net$333,465$322,120▼ $11,345
Inventories for Sale or Use$40,098--
Prepaid Expenses and Deferred Charges$4,784--
Other Notes and Loans Receivable, Net$1,650--
Investments in Publicly Traded Securities$249,999$268▼ $249,731
Total Assets$3,785,180$802,672▼ $2,982,508
Liabilities
Accounts Payable and Accrued Expenses$8,198--
Total Liabilities$8,198$0▼ $8,198
Net Assets / Fund Balance
Unrestricted Net Assets$3,776,982$802,672▼ $2,974,310
Total Net Assets Fund Balance$3,776,982$802,672▼ $2,974,310
Total Liabilities and Net Assets / Fund Balance$3,785,180$802,672▼ $2,982,508

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$196,713$130,908$327,621
Other Land Buildings$159,724-$159,724
Land$66,500-$66,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jodi NortonSecy./directFT$118,860$118,860
Michal Jm GalazkaPres./directFT$6,212$6,212

Board Members and Trustees

NameTitle
Edward a ZiobronDirector
Taylor MuricDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$371,095
Program Service Revenue
$0
Investment Income
$76,525
Other Revenue
$999
All Other Contributions
$371,095
Change in Net Assets
$-2,903,666

Audited Revenue Reconciliation

Revenue per Audited Statements
$448,619
Revenue Not Reported on Form 990
$-70,644
Total Revenue per Audited Statements
$377,975
Total Revenue per Form 990
$448,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,168,045
Salaries, Compensation, and Employee Benefits$184,240
Total Fundraising Expense$37,991
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$106,498$12,507$6,067$125,072
Other Salaries and Wages$36,726-$2,166$38,892
All Other Expenses$14,581$22,054$94$36,729
Other Expenses$33,191$3,251$29,259$33,191
Fees for Services Accounting$7,140$7,140-$14,280
Depreciation Depletion$10,211$1,134-$11,345
Payroll Taxes$9,125$1,037$207$10,369
Other Employee Benefits$7,602$864$173$8,639
Occupancy$2,953$1,807-$4,760
Insurance$2,224$1,483-$3,707
Office Expenses$2,765$488-$3,253
Fees for Services Legal$986$986-$1,972
Pension Plan Contributions$1,116$127$25$1,268
Travel$65$12-$77
Total Functional Expenses$235,183$3,251$29,259$32,510

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,352,285
Total Expenses per Audited Statements$3,352,285
Total Expenses per Form 990$3,352,285
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is initially reviewed by the chief executive and senior management and then by the entire board of directors prior to filing with the irs.

Form 990, Page 6, Part VI, Line 12C

The organization reviews at least annually its written conflict of interest policy, which includes the requirement that all officers, directors and key trustees promptly disclose any potential or actual conflicts of interest. All officers and directors agree to abide by the provisions of this policy, and to self-monitor and/or report to the ceo and the board any other potential or actual conflicts of interest.

Form 990, Page 6, Part VI, Line 17

Maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, new hampshire, new jersey, new mexico, new york, north carolina, north dakota, ohio, oklahoma, oregon, pennsylvania, rhode island, south carolina, tennessee, utah, virginia, washington, west virginia, wisconsin, dist of columbia

Form 990, Page 6, Part VI, Line 19

Documents are presently made available to the public upon request, at the institute's office or by mail. When the revision of the institute's website is completed, documents will be available there to the public.

Filing and Contact Details

Filer

Filer Name
Hospice Education Institute Inc
EIN
22-2701794
Phone
2072558800
Address
THREE UNITY SQUARE PO BOX 98, MACHIASPORT, ME 04655-0098

Signing Officer

Name
Jodi Norton
Title
Secy./direct
Phone
8005442133
Signed
2017-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michal Jm Galazka
Formed
1985
Legal Domicile
Ct
Voting Board Members
4
Independent Board Members
1
Employees
4
Volunteers
6

Preparer

Firm
Borgida & Company Pc
Address
360 EAST CENTER STREET, MANCHESTER, CT 06040
Preparer
Peter S Bartolotta CPA
Phone
8606462465
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

"the hospice bookshelf" publishes and distributes textbooks and other educational media on a variety of topics relating to end-of-life care. Published textbooks include "notes on symptom control in hospice & palliative care" by peter kaye, "hospice in-patient design manual" by timothy moorhouse and "children's hospice design manual" by timothy moorhouse, plus other informative and educational booklets and dvds. Gifts of such items are made, primarily to students in the health care fields, and to libraries. "ad hoc consulting and advisory services" are provided, without charge, to assist local hospices and palliative care programs seeking advice and assistance on issues relating to their work in their communities, and to support individuals and groups seeking to expand the availability of hospice and palliative care in their localities.

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IRS990/ProgSrvcAccomActy2Grp/Desc0THE "COOPERATIVE EDUCATION PROGRAM" ORGANIZES AND SUPPORTS EDUCATIONAL SEMINARS AND CONFERENCES ON TOPICS RELATING TO END-OF-LIFE SUBJECTS, OFTEN IN COOPERATION WITH LOCAL AND REGIONAL HOSPICE AND PALLIATIVE CARE PROGRAMS, PRIMARILY DIRECTED TO TEACHING HEALTH AND CARING PROFESSIONALS WHO WORK IN ANY CAPACITY WITH DYING PATIENTS AND BEREAVED FAMILIES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0OUR "SMALL GIFT FUND" MAKES IMMEDIATE GIFTS TO NEEDY HOSPICE AND PALLIATIVE CARE PATIENTS AND THEIR FAMILIES, WITH THE GOAL OF IMPROVING THEIR QUALITY OF LIFE. MOST GIFTS ARE REQUESTED AND AWARDED IN COOPERATION WITH LOCAL HOSPICE AND PALLIATIVE CARE PROGRAMS, NATIONWIDE. GIFTS, WHICH CAN BE AWARDED FOR ANY LEGITIMATE NON-MEDICAL PURPOSE OR SERVICE, REQUIRE ONLY A SIMPLE APPLICATION FORM, AND ARE PROCESSED WITHIN TWO BUSINESS DAYS OF RECEIVING THE REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0"THE HOSPICE BOOKSHELF" PUBLISHES AND DISTRIBUTES TEXTBOOKS AND OTHER EDUCATIONAL MEDIA ON A VARIETY OF TOPICS RELATING TO END-OF-LIFE CARE. PUBLISHED TEXTBOOKS INCLUDE "NOTES ON SYMPTOM CONTROL IN HOSPICE & PALLIATIVE CARE" BY PETER KAYE, "HOSPICE IN-PATIENT DESIGN MANUAL" BY TIMOTHY MOORHOUSE AND "CHILDREN'S HOSPICE DESIGN MANUAL" BY TIMOTHY MOORHOUSE, PLUS OTHER INFORMATIVE AND EDUCATIONAL BOOKLETS AND DVDS. GIFTS OF SUCH ITEMS ARE MADE, PRIMARILY TO STUDENTS IN THE HEALTH CARE FIELDS, AND TO LIBRARIES. "AD HOC CONSULTING AND ADVISORY SERVICES" ARE PROVIDED, WITHOUT CHARGE, TO ASSIST LOCAL HOSPICES AND PALLIATIVE CARE PROGRAMS SEEKING ADVICE AND ASSISTANCE ON ISSUES RELATING TO THEIR WORK IN THEIR COMMUNITIES, AND TO SUPPORT INDIVIDUALS AND GROUPS SEEKING TO EXPAND THE AVAILABILITY OF HOSPICE AND PALLIATIVE CARE IN THEIR LOCALITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS INITIALLY REVIEWED BY THE CHIEF EXECUTIVE AND SENIOR MANAGEMENT AND THEN BY THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REVIEWS AT LEAST ANNUALLY ITS WRITTEN CONFLICT OF INTEREST POLICY, WHICH INCLUDES THE REQUIREMENT THAT ALL OFFICERS, DIRECTORS AND KEY TRUSTEES PROMPTLY DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. ALL OFFICERS AND DIRECTORS AGREE TO ABIDE BY THE PROVISIONS OF THIS POLICY, AND TO SELF-MONITOR AND/OR REPORT TO THE CEO AND THE BOARD ANY OTHER POTENTIAL OR ACTUAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MAINE, MARYLAND, MASSACHUSETTS, MICHIGAN, MINNESOTA, MISSISSIPPI, MISSOURI, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, NORTH CAROLINA, NORTH DAKOTA, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, TENNESSEE, UTAH, VIRGINIA, WASHINGTON, WEST VIRGINIA, WISCONSIN, DIST OF COLUMBIA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTS ARE PRESENTLY MADE AVAILABLE TO THE PUBLIC UPON REQUEST, AT THE INSTITUTE'S OFFICE OR BY MAIL. WHEN THE REVISION OF THE INSTITUTE'S WEBSITE IS COMPLETED, DOCUMENTS WILL BE AVAILABLE THERE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 17
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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