Harbor Palliative Care Services Inc

Nonprofit profile at a glance

EIN
800674849
IRS 990 coverage
2014–2024
Forms available
Form 990 2024, Form 990-EZ 2017, Form 990-N 2011
Location
Lakewood Ranch, FL, USA
Phone
5612732240
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Hospices

Official website

Reported finances

Revenue
$1,094,434
Expenses
$2,348,684
Assets
$551,599
Liabilities
$11,431,507

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • JONATHAN FLEECE (PRESIDENT/CEO)
  • VALERIE VALIANTE (VICE PRESIDENT PALLIATIVE CARE)
  • DAVID FIELDING (FORMER CEO)

Highest reported compensation

  • DAVID FIELDING (FORMER CEO): $1,262,106 total reported compensation
  • JONATHAN FLEECE (PRESIDENT/CEO): $792,410 total reported compensation
  • TARRAH L LOWRY (CHIEF OPERATING OFFICER): $671,396 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Harbor palliative care services, inc. (hpcs) provides specialized medical care for people with life-limiting illnesses. Hpcs provides relief from the symptoms, pain and stress of serious illness at any stage. The organization's goal is to relieve suffering and provide the best possible quality of life for patients and their families.

What it reported doing in 2024

Hpcs provides palliative care and other medical services to alleviate pain and discomfort and improve quality of life for individuals. This stand-alone service provides the public with palliative care from medical professionals who draw on skill-sets from their association with hospice of palm beach county, inc. And hospice by the sea, inc. This service is provided in local hospitals and supplements skills that other care givers and medical specialists are providing to chronically ill patients.

Operating model

Revenue model
Other-operating. 88% of the money available for current operations came from other operating revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 71
  • Accountability: 91
  • Sustainability: 5
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 80.4%; rating input score 80
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -114.6%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 0.23; rating input score 11; 11th percentile among comparable filings
  • Liabilities to assets ratio: 20.72; rating input score 0; 0th percentile among comparable filings
  • Officer compensation ratio: 22.4%; rating input score 12; 12th percentile among comparable filings

Growth

  • Program expense growth: 8.8% per year; rating input score 100; 59th percentile among comparable filings
  • Revenue growth: 15.1% per year; rating input score 100; 79th percentile among comparable filings
  • Asset growth: 12.7% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 80.4% of spending went to programs
  • Governance: 7 of 7 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $1.9M in reported program spending
  • Leadership: top reported pay $1.3M · 15 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $166K reported
  • Consistency: 21 of 21 current checks pass
  • Schedules: 6 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 9 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 24 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Sustainability: Operating margin scored 1/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 11/100.
  • High — Sustainability: Liabilities to assets ratio scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 12/100.