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Nonprofiteer
← CAROLINA MEADOWS HOME CARE INC

Form 990 for tax year 2023

Filed by CAROLINA MEADOWS HOME CARE INC.

Totals

Total revenue
$1,543,035
Total expenses
$1,308,960
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,543,035
Investment income
$0
Other revenue
$0
Total assets, end of year
$350,197
Total liabilities, end of year
$129,370
Net assets or fund balances, end of year
$220,827
Program services expenses (Part IX)
$1,160,441
Management and general expenses
$148,519
Fundraising expenses
$0
Program service expenses (Part III)
$1,160,441

Program services were 88.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 2a · Program service revenue: MEDICAL AND ANCILLARY

    total $1,543,035 · related or exempt $1,543,035

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,061,330 · program services $946,767 · management and general $114,563

  • 8 · Pension plan contributions

    total $14,978 · program services $12,211 · management and general $2,767

  • 9 · Other employee benefits

    total $57,267 · program services $53,979 · management and general $3,288

  • 10 · Payroll taxes

    total $94,486 · program services $79,359 · management and general $15,127

  • 11c · Fees: accounting

    total $2,250 · management and general $2,250

  • 11g · Fees: other

    total $9,638 · program services $9,007 · management and general $631

  • 13 · Office expenses

    total $50,769 · program services $45,235 · management and general $5,534

  • 17 · Travel

    total $57 · program services $37 · management and general $20

  • 20 · Interest

    total $9,381 · program services $9,381

  • 24a · Other expenses: MISCELLANEOUS

    total $8,804 · program services $4,465 · management and general $4,339

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $57,866 · end of year $145,765

  • 4 · Accounts receivable

    beginning of year $124,128 · end of year $204,432

  • 17 · Accounts payable and accrued expenses

    beginning of year $70,541 · end of year $94,119

  • 25 · Other liabilities

    beginning of year $124,701 · end of year $35,251

  • 27 · Net assets without donor restrictions

    beginning of year -$13,248 · end of year $220,827

Mission and programs · 2023

Mission

CAROLINA MEADOWS HOME CARE, INC. PROVIDES IN-HOME CARE SERVICES AND ACTS AS A TYPE II SUPPORTING ORGANIZATION FOR CAROLINA MEADOWS, INC. WHICH IS A LIFE PLAN COMMUNITY. SERVICES ARE PRIMARILY PROVIDED BY HOME HEALTH AIDES LICENSED BY N.C. DEPARTMENT OF HEALTH AND HUMAN SERVICES AND PROVIDED EXCLUSIVELY TO ELDERLY CLIENTS WHO RESIDE AT CAROLINA MEADOWS RETIREMENT COMMUNITY.

Activities or mission (Part I)

CAROLINA MEADOWS HOME CARE, INC. PROVIDES IN-HOME CARE SERVICES EXCLUSIVELY TO THE ELDERLY MAINLY BY HOME HEALTH AIDES LICENSED BY NC DEPT. OF HEALTH AND HUMAN SERVICES.

  • CAROLINA MEADOWS HOME CARE PROVIDES SUPPORT TO AS MANY CAROLINA MEADOWS RESIDENTS AS WOULD BENEFIT FROM ITS SERVICES. ACTIVITY'S OBJECTIVE: HOME CARE SERVICES WILL CONTINUE TO GROW TO PROVIDE INCREASED HOURS OF SUPPORT AT MATURITY. CURRENTLY APPROXIMATELY 1,600 TO 3,100 HOURS PER MONTH, DEPENDING ON NUMBER OF LARGE HOUR CASES AND AVAILABLE STAFFING.

    Expenses $1,160,441 · Revenue $1,543,035

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOAN PELLETTIER

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ANNE KISSEL

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • STEVE MILLER

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ROBIN MCDUFFIE

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • HUGH TILSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • NANCY CHESCHEIR

    VICE CHAIR /SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ROSEMARY WALDORF

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • GARY LEVINE

    EXECUTIVE VICE PRESIDENT AND CFO

    Total calculated
    $275,489
    From this org
    $0
    From related orgs
    $253,794
    Other
    $21,695
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,122 related
    Bonus
    $0 + $12,056 related
    Other
    $0 + $6,616 related
    Deferred
    $0 + $12,229 related
    Nontaxable benefits
    $0 + $9,466 related
    Filer's total
    $0 + $275,489 related

  • KEVIN MCLEOD

    PRESIDENT AND CEO

    Total calculated
    $389,151
    From this org
    $0
    From related orgs
    $364,439
    Other
    $24,712
    Hours/week
    1 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,562 related
    Bonus
    $0
    Other
    $0 + $15,877 related
    Deferred
    $0 + $17,775 related
    Nontaxable benefits
    $0 + $6,937 related
    Filer's total
    $0 + $389,151 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
COMPENSATION OF THE ORGANIZATION'S CEO IS SET BY A RELATED ORGANIZATION. IN DETERMINING THE CEO'S COMPENSATION, SALARY SURVEY DATA IS COMPILED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING A VARIETY OF COMPARABILITY DATA AND SALARY SURVEY DATA. QUESTIONNAIRES RELATING TO THE CEO'S PERFORMANCE ARE ALSO COMPLETED BY SENIOR STAFF AND BOARD MEMBERS. USING THE SURVEY DATA AND QUESTIONNAIRES AS BENCHMARKS, THE EXECUTIVE COMMITTEE SETS THE CEO'S COMPENSATION BASED ON PERFORMANCE AND WITHIN ESTABLISHED SALARY RANGES.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
16 October 2024
IRS schema version
2023v5.1
Source object
202412929349300126

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