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Nonprofiteer
← HERITAGE CARE CONNECTION INC

Form 990 for tax year 2023

Filed by HERITAGE CARE CONNECTION INC.

Totals

Total revenue
$7,037
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$7,037
Other revenue
$0
Total assets, end of year
$811,997
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$811,997
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $28,296 · excluded $28,296

  • 7a · Gross sales of assets other than inventory

    securities $106,009

  • 7b · Less cost or other basis and sales expenses

    securities $127,268

  • 7c · Gain or loss

    securities -$21,259

  • 7d · Net gain or loss

    total -$21,259 · excluded -$21,259

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $229,733 · end of year $234,328

  • 11 · Investments: publicly traded securities

    beginning of year $542,821 · end of year $577,669

  • 27 · Net assets without donor restrictions

    beginning of year $772,554 · end of year $811,997

Mission and programs · 2023

Mission

TO PROVIDE SUPPORT FOR HERITAGE HOSPICE, INC.

  • SUPPORTING ORGANIZATION FOR HERITAGE HOSPICE, INC.

As filed on the 2023 return.

Listed in Part VII

  • Michael Denny

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Vickie Bottoms

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Beth Wesley

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Lynn

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Angie Reuhs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donna Powell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patti Chidester

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Janelle Rogers

    EXECUTIVE DIRECTOR

    Total calculated
    $195,271
    From this org
    $0
    From related orgs
    $173,959
    Other
    $21,312
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,959 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,917 related
    Nontaxable benefits
    $0 + $7,395 related
    Filer's total
    $0 + $195,271 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION IS A SUPPORTING ORGANIZATION TO HERITAGE HOSPICE, INC. CONTRACT, COMPENSATION SURVEYS/STUDIES AND APPROVAL BY THE BOARD OR EXECUTIVE DIRECTOR SERVES FOR BOTH ORGANIZATIONS. HERITAGE HOSPICE USES FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT COMPENSATION COMMITTEE TO SET THE EXECUTIVE DIRECTOR'S SALARY. THE EXECUTIVE DIRECTOR SERVES FOR BOTH ORGANIZATIONS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202403109349300515

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