ANNUAL REPORT FY 2016 - Hospice Foundation of America · Mike Dooley & tut.com Mike Dooley is a...

Hospice Foundation of America

ANNUAL REPORTFY 2016

July 1, 2015 through June 30, 2016

Table of Contents

GENEROUS SUPPORTERS OF FY 2016

MAJOR PROGRAMS IN FY 2016

Managing Conflict, Finding Meaning: Supporting Families at Life's End

Being Mortal

FOUNDATION HIGHLIGHTS & PUBLICATIONS

Public Service Publications Webinars: Professional Education Membership

ABOUT HOSPICE FOUNDATION OF AMERICA

FISCAL YEAR 2016 FINANCIALS

NOTES OF FINANCIAL STATEMENTS

3

5

12

16

20

24

3 I HFA ANNUAL REPORT

Generous Supporters

John and Wauna Harman Foundation 1·wH Through the Being Mortal project, the John and Wauna . . JOHN & WAUNA HARMAN FOUNDATION

Harman Foundation has supported the efforts of Hospice Foundation of America. The Harman Foundation awarded HFA a significant grant in FY 2016 to organize community screenings and discussions natiowide of the PBS FRONTLINE film, Being Mortal, based on the book by physician Atul Gawande. The John and Wauna Harman Foundation is a family foundation with the current mission to encourage U.S. residents to have meaningful conversations about their end-of-life care wishes with the important people in their life before serious illness occurs, thereby improving quality of life as death is near.

Grant Amount in FY 2016: $111,813 (of a $210,976 grant)

Combined Federal Campaign & State Campaigns

The Combined Federal Campaign ( CFC) is the official workplace giving campaign of the Federal government. Hospice Foundation of America participates in it and in a number of state campaigns, which have their own government fundraising campaigns for qualified charities. The CFC is possible through the generosity of Federal civilian, postal, and military donors,

Combined Federal Campaign

Approved Charity

who support eligible non-profit organizations that provide health and human service benefits throughout the world.

HFA ANNUAL REPORT I 4

Generous Supporters

Mike Dooley & tut.com Mike Dooley is a former Price WaterhouseCoopers international tax

consultant, turned entreprenuer, who founded a philosophical Adventurers Club on the Internet that is how home to over 700,000 members from over 185 countries. His inspirational books emphasizing spiritual accountability have been published in 25 languages and he was one of the featured teachers in the international phenomenon, The Secret. Today, Mike is perhaps best known for his Notes from the Universe emailings and his New York Times bestsellers Infinite Possibilities: The Art of Living Your Dreams and Leveraging the Universe: 7 Steps to Engaging Life's Magic. Mike lives what he teaches, traveling internationally speaking on life, dreams, and happiness.

Bequest

Mike raised more than $20,000 from individual

donors for HFA through his charitable program

The Estate of Jocelyn Lynn Fenton, in support of hospice care.

Individual, Corporate, and Workplace Donors

HFA also acknowledges the generous support of other major donors, many of whom have asked to remain anonymous.

Major ProgramsFY 16



Hospice Foundation of America continued its award-winning Living with Grief�

series for the 23rd consecutive year in Managing Conflict, Finding Meaning: Supporting Families at Life's End. Through a two-hour recorded program and accompanying book, the program focused on the tensions that can arise at the end of life and how families and healthcare professionals can find and create opportunities through these difficulties.

LIVING WITH GRIEF' The program was designed for health and hospice care professionals as well as those working in counseling, funeral home, or faith community environments. Managing Conflict's central mission was to educate and aid these professionals in their interactions with a grieving family. The panelists detailed strategies that help families resolve or cope with conflicts and discuss potential issues between families and staff members. More than 95 percent of the audience surveyed said that each of the learning objectives were clearly and effectively described and achieved during the program.



This year's expert panelists included:

Ken Doka, PhD, MD iv, Professor of Gerontology at the Graduate School of The College of New Rochelle, and Senior Consultant to Hospice Foundation of America

Betty Ferrell, PhD, MA FAAN, FPCN, Director and Professor of Nursing Research at City of Hope Medical Center, Duarte, CA

Betty Kramer, PhD, MSSW, Professor of Social Work, Faculty Affiliate of the Cancer Health Disparities Initiative, Faculty Associate at Lafollete School of Public Affairs, and member of the Comprehensive Cancer Center at the University of Wisconsin-Madison

Moderated by:

JoAnne Reifsnyder, PhD, ACHPN, Chief Nursing Officer for Genesis HealthCare, LLC, President of the Board of Directors for the Hospice and Palliative Nurses Association, and a member of the board of Hospice Foundation of America



LIVING WITH GRIEP

When it premiered on January 28> 2016> Managing Conflict, Finding Meaning utilized interactive features such as the opportunity to direct questions to the presenters. When asked to assess the presenters and the program itself, nearly all participants found the panelists to be highly knowledgeable of the subject matter and adept at communicating it.

In addition to the two hour program, HFA released a 144-page companion book that, like the video program, uses acase study approach. Featuring 23 different authors and editedby Kenneth J. Doka and Amy S. Tucci, it provides anothervaluable resource for healthcare professionals who want to learnmore about the topic.

Like the video program> it is divided into two sections-one on managing conflict and another on finding meaning. It describes in-depth complications that can arise from issues like the cultural dynamics of a family or the death of an adult child. In order to capture these unique modalities of end-of-life care>

the companion book of the same title utilizes a case-study approach. While names and some circumstances are altered> the program and book tell stories of families that are split by addiction> preexisting mental illness> and similar conditions. Additionally> it includes examples from nurses> social workers>

and other professionals about how they have approached complex familial relationships in end-of-life care.

Authors:

Amy Z. Boelk Betty Kramer Marie Ribarich John C. Cagle Pam Schockey Stephenson Nan Grottanelli Myra Glajchen Maj Eisinger Kenneth J. Doka Sherry R. Schachter Ramamn Randhawa Doneley Meris Jill Harrington-LaMorie Lori P. Montross Thomas Andrea N. Trejo Donna Burns Stewart Bret A. Moore Joanne L. Harpel Kim Ruocco Robert A. Neimeyer Zaneta M. Gileno M. Katherine ShearNatalia A. SkritskayaColleen Bribbin


Being Mortal

On January 19> 2016> the John and Wauna Harman Foundation (Harman Foundation) announced that Hospice Foundation of America would receive a grant to coordinate a grassroots public awareness campaign on the importance of end-of-life preferences and planning with loved ones and medical professionals. The project promotes this through a screening and discussion of PBS FRONTLINE documentary Being Mortal, which is based on the best-selling book with the same title by Dr. Atul Gawande. In both the film and book> Dr. Gawande share experiences at the end of life form his patients and his own family. In addition to underwriting the Being Mortal

project with HFA> the Harman Foundation was also an underwriter of the PBS film .

"Hope is not a plan"

- Atul Gawande

. H JJ�NA HARMAN FOUNDATION

HOSPICE FOUNDATION --------

O F AMERICA --------


Being Mortal

"The most successful outcome of the event is that the film, or even just the article in our newspaper about the screening, has generated conversations all around our community." - Eric Matthes, Brave HeartVolunteers, Sitka, Alaska

Through the Harman Foundation,s grant, HFA provided screening host sites around the country with the necessary materials and instructions, funds grants to aid in the presentation, and collects data on participation and community engagement. In the six months the project was conducted in FY 16, HFA reviewed and accepted 208 host organizations in 43 states and the District of Columbia, which range from hospitals to assisted living facilities to university departments and places of worship. These organizations planned 202 screening events, with nearly 60 screenings having been completed in 45 states and Washington, DC in the first six months of the project.


Being Mortal

"The response was exciting and there was an energy in the room with this excellent attendance. Our committee was very pleased. However, with 300+ attendees, it was a challenge to have all those who wanted to ask questions to have time to do so." - Carolyn Harrison,Transportable Physician Orders for Patient Preferences, Wichita, KS

When a Being Mortal screening is held > organizers provide surveys to their participants> which help HFA understand concerns about end-of-life planning around the country. HFA developed different surveys for participants who are medical professionals and those who are not. In FY 2016> HFA received and analyzed 824 surveys> which asked general questions about how they felt about the documentary and discussion. Beyond that> the medical professional questionnairesfocus on how doctors include advance care planning in their discussions with patients> while non-medical professionals are asked about the steps they have taken to plan. HFA discovered that over 95% of respondents

would take action for the first time to think about the type of care they would want if they

were to become seriously ill or dying. Some questions hoped to establish the demographics of Being Mortal participants> asking about age> gender> race> and education> while others ask about the documentary and discussion. No region of the country stood above the rest for having an overwhelming concentration of events and events are nearly evenly split between urban> suburban> and rural environments> with suburban just beating out urban sites.

Being Mortal has seen considerable success so far and is bound to be a nationwide program with far-reaching implications for participants.

Dr. Atul Gawande, Rep. Dr. Phil Roe (R-NY), and J. Donald Schumacher, former President of National Hospice and Palliative Care Organization, at a Being Mortal Screening on Capitol Hill, Washington, DC

Foundation Highlights& PublicationsFY 16


Public Service

Ask an Expert � Ask an Expert

During FY 2016> HFA introduced the <J\sk an Expert» feature to their website> which provides confidential guidance to patients> families> and other interested parties regarding care at the end of life. Questions range from simple> for instance> asking where the nearest hospice provider is> to more specific> describing a unique circumstance in hospice care or especially personal relationships and their dynamics. HFA has assembled a team of exper ts to field these questions. In addition to HFA staff including Amy Tucci and Lisa Veglahn>

questions are answered by Kenneth J. Doka> PhD> MDiv; Hank Willner> MD; and John Cagle> PhD> MSW all of whom are recognized experts in the fields of grief and end-of-life care.

Toll-Free Phone Number

To best serve both customers and concerned individuals> HFA operates a toll-free phone number that is answered between traditional business hours. In addition to providing customer support> the phone number has proved to be a source of information for those seeking information about grief, hospice> and a number of other topics. For example> HFA has received calls from individuals asking questions about their state hospice regulations>

and others have called to locate the closest grief support group.

Call us at 800-854-3402

HFAANNUALREPORT I 14

Publications

Journeys: A Newsletter to Help in Bereavement Datingaga;n

Journeys: A Newsletter to Help in Bereavement supports hospices, churches, funeral homes, hospitals, and other organizations in their efforts to reach and connect with their bereaved clients through a monthly subscription. Through contributions from nationally recognized grief experts, each issue of Journeys touches on a number

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J • ..,_:;;zp�w:�..:of topics, ranging from tips to dealing with grief to the ''Ask an Expert" column, where an expert answers reader-submitted questions.

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In addition to the monthly publication of Journeys, HFA produces special issues on specific topics in grief, like grief associated with certain holidays or death anniversaries. HFA's best sellers are consistently the Newly Bereaved Issue, the Anniversary Issue, and the Winter Holiday Issue. In Fiscal Year 2016 HFA sold more than 105,000 Special Issues to organizations that serve bereft clients.

Organizational subscribers make up the majority of our 475 annual Subscribers to Journeys. However, HFA also has hundreds of loyal individual subscribers, some of whom have been subscribers for many years. They continually report how important the newsletter is to their grief journey. Each month, through both individual and organizational subscriptions, Journeys reached over 40,000 people dealing with grief and loss throughout the country.

111] OfAJl!R!O

Hospice Foundation of

America E-Newsletter

Volume 17, Issue 4

In this issue:

Register for When Grief is Complicated Before Prices Increase! Add HFA's New Book to Your Library Explore Innovative Techniques for Grief Groups with William Worden Being Mortal continues to make an impact Celebrate National Healthcare Decisions Day All Week Long! Like HFA on facyb99k Upcoming conferences and educational opportunities

E-Publications

HFA's E-News is a free internet newsletter that covers Foundation news and announcements and features a special "Focus On'' section that addresses topics important to end-of-life care and grief. E-News began in 2000 as a way of connecting with HFA's diverse audience of professionals and consumers and currently reaches 6,500 subscribers each month.

15 | HFA ANNUAL REPORT

Webinars: Professional Education

Remembrance and Life Review, Part of Modern Support Groups Webinar Programs

July 14, 2015

Understanding Death with Dignity Laws: A Necessity for Hospice and Palliative Care Provders

September 15, 2015

Dispelling Hospice Myths: Communicating Hospice/Reaching the Referral Community and the Community At-Large

October 13, 2015

Pain Management and Morphine Fears November 5, 2015

New Perspective on Grief Web Series Strength-Based Approaches in Bereavement Counseling for Adults Strength-Based Approaches in Bereavement Counseling for Children & Adolescents Supporting the LGBT Community through Illness and LossTTraumatic and Sudden Loss

March 8, 2016

April 12, 2016May 10, 2016

February 9, 2016

Paranormal Experiences at the End of Life and Aer a Death August 11, 2015


Membership

What� next from HFA

On June t 2016> HFXs board approved a plan to introduce a membership offer> which provides members with a special portat unique resources

> and a discount of many items. Membership packages are intended for individuals>

community organizations> hospices and other businesses that regularly purchase and use HFA materials.

Membership Benefits to Include:

• Discounts on educational programs and packages

•Discounts on HFA Special Programs and Conferences

•Access to the members-only portal

HFA

MEMBERSHIP


Mission Statement

About Hospice Foundation of America

Hospice Foundation of America, Inc. (the “Foundation”) was incorporated on August 2, 1982 as a not-for-prot organization to provide leadership in the development and application of hospice and its philosophy of care with the goal of enhancing the American health care system and the role of hospice within it. is is done through programs of professional development, research, public education, and information. Further, the Foundation assists those who cope either personally or professionally with terminal illness, death, and the process of grief. In 1992 the Foundation expanded its scope to a national level in order to prprovide leadership over the entire spectrum of end-of-ife issues by the opening of an office in Washington, DC. e Foundation’s support and revenue sources are primarily contributions from individuals, corporations, gi from associations, civic and fraternal groups, and

program related income.

HFA ANNUAL REPORT | 18

Board of Directors

omas J. Spulak, Esq. Chair Partner, King & Spalding, LLP

David Abrams DirectorFormer President & CEO, Hospice Foundation of America

Myra MacPherson DirectorAuthor, journalist, member, International Workgroup on Bereavement

JoAnne Reifsnyder, PhD, ACHPNDirectorChief Nursing Officer, Genesis HealthCare, LLC

Patricia SpulakSecretaryFormer Government Affairs Representative, San Diego Gas & Electric

Mike AbramsDirectorPartner, Ballard Partners, Miami, FL; Former Florida State Legislator

Amy TucciDirectorPresident & CEO, Hospice Foundation of America

FinancialsFY 2016


Statements of Financial Position

Assets Year Ended June 30

2016 2015

CURRENT ASSESTS Cash and cash equivalents $ 80,400 $ 45)280 Investments 317)957 344)059 Receivables 34)898 35)000 Inventory 88)221 93)651 Prepaid expenses 3)722

Total current assets 525)198 517)990

PROPERTY AND EQIUPMENT> at Cost Furniture and equipment 9)648 45)224

L easehold improvements 9)037

Website 39)709 29)000

49)357 83)371

L ess: accumulated depreciation and amortization (15)613) (57)217)

Total property and equipment 33 )744 26)154

DEFERRED COMPENSATION ASSETS 102,414 104)652

DEPOSIT 7,444 8)904

Liabilities and Net Assets $ 668)800 $ 657)700

CURRENT LIABILITIES Line of credit $ 35)868 $ 40)000

Accounts payable and accrued expenses 79)059 101)609

Deferred revenue 204)098 159)282

Deferred rent 18,421

Total current liabilities 337,446 300)891

LONG-TERM LIABILITIES Deferred compensation liability 102,414 104)652

NET ASSETS > Unrestricted 228)940 252)157

$ 668)800 $ 657)700

Year Ended June 30

REVENUE AND SUPPORT Contributions and grants Publications Educations Other program service revenue Investment loss

Total Revenue and Support

EXPENSES Program Services Education Publishing program Being Mortal community screening project Other prgram services

Total program services

Supporting services Management and general Fundraising

Total support services

Total expenses

CHANGE IN NET ASSESTS

NNET ASSETS, Unrestricted - beginning of year

NET ASSETS, Unrestricted - end of year

2016 2015


Statement of Activities and Change in Net Assets

$ 446,507304,734184,079135,535(12,747)

1,058,108

429,342429,342298,491166,70296,317

990,852

39,86850,605

90,47390,473

1,081,325

(23,217)

252,157

$ 228,940

$ 416,801288,584248,781136,283(7,722)

1,082,727

637,159637,159356,149

-139,675

1,132,983

45,38572,973

118,358118,358

1,251,341

(168,614)

420,771

$ 252,157


Statement of Cash Flows

CASH FLOWS FROM OPERATING ACTIVITIES Change in net assets Adjustments to reconcile change in net assets to net cash

provided by ( used in) operating activities

Depreciation and amortization Net realized and unrealized losses on investments Deferred rent Changes in:

Receivables Inventory Prepaid expenses Deposit Deferred compensation assets Accounts payable and accrued expenses Deferred revenue Deferred compensation liability

Net cash provided by (used in) operating activities

CASH FLOWS FROM INVESTING ACTIVITIES Purchase of property and equipment Proceeds from sales of investments Purchase of investments

Net cash provided by (used in) investing activities

CASH FLOWS FROM FINANCING ACTIVITIES Advances from line of credit Payments on line of credit

Net cash provided by (used in) financing activities

NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS CASH AND CASH EQUIVALENTS, BEGINNING OF YEAR CASH AND CASH EQUIVALENTS, END OF YEAR SUPPLEMENTAL INFORMATION

Cash paid during the year for interest

$

$

$

2016

(23,217) $

10,131 26,104

18,421

102 5,430

(3,722) 1,460 2,238

(22,550)

44,816 (2,238)

56,975

(17,721) 32,865

(32,867)

(17,723)

13,475

(17,607)

(4,132)

35,120

45,280

80,400

3,240

Year Ended June 30

2015

(168,614)

8,124 13,344

(35,000)

6,206

4,128

(379) 3,174

13,134 379

(155,504)

(3,000) 157,040

(139,233)

14,807

40,000

40,000

(100,697)

145,977

$ 45,280

$ 716

Year Ended June 30


Notes to Financial Statements

Year Ended June 30



Hospice Foundation of America

For more information on Foundation operations, programs, policies, and publications, contact:

Amy Tucci, President and CEO Hospice Foundation of America

1707 L St. NW, Ste. 220 Washington, DC 20036

202-457-5811Toll Free: 800-854-3402

[email protected] http:/ /www.hospicefoundation.org

Copyright, Hospice Foundation of America, 2017

HOSPICE FOUNDATION - - - - - -- --

O F AMERICA ---------

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