Totals
- Total revenue
- $43,982,993
- Total expenses
- $43,506,884
- Contributions and grants received
- $4,950,203
- Grants paid
- $0
- Program service revenue
- $38,704,145
- Investment income
- $33,554
- Other revenue
- $295,091
- Total assets, end of year
- $23,564,354
- Total liabilities, end of year
- $10,053,323
- Net assets or fund balances, end of year
- $13,511,031
- Program services expenses (Part IX)
- $37,009,627
- Management and general expenses
- $5,832,937
- Fundraising expenses
- $664,320
- Program service expenses (Part III)
- $37,009,627
Program services were 85.1% 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.
-
1a · Federated campaigns
$38,924
-
1d · Related organizations
$378,670
-
1e · Government grants (contributions)
$17,000
-
1f · All other contributions, gifts and grants
$4,515,609
-
1g · Noncash contributions included above
$72,545
-
2a · Program service revenue: PATIENT SERVICE REIMBURSEMENTS
total $38,704,145 · related or exempt $38,704,145
-
3 · Investment income
total $50,249 · excluded $50,249
-
7a · Gross sales of assets other than inventory
securities $427,736
-
7b · Less cost or other basis and sales expenses
securities $444,431
-
7c · Gain or loss
securities -$16,695
-
7d · Net gain or loss
total -$16,695 · related or exempt -$16,695
-
8a · Fundraising events: gross income
$295,091
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $295,091 · excluded $295,091
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $566,278 · management and general $566,278
-
7 · Other salaries and wages
total $24,108,707 · program services $21,556,019 · management and general $2,245,421 · fundraising $307,267
-
8 · Pension plan contributions
total $698,676 · program services $627,089 · management and general $62,648 · fundraising $8,939
-
9 · Other employee benefits
total $3,165,265 · program services $2,835,735 · management and general $290,596 · fundraising $38,934
-
10 · Payroll taxes
total $1,758,163 · program services $1,540,893 · management and general $195,939 · fundraising $21,331
-
11b · Fees: legal
total $27,918 · management and general $27,918
-
11c · Fees: accounting
total $308,791 · management and general $308,791
-
11g · Fees: other
total $1,306,644 · program services $1,053,227 · management and general $236,668 · fundraising $16,749
-
12 · Advertising and promotion
total $172,721 · program services $172,721
-
13 · Office expenses
total $1,331,045 · program services $866,403 · management and general $444,887 · fundraising $19,755
-
16 · Occupancy
total $778,394 · program services $471,478 · management and general $306,916
-
17 · Travel
total $762,110 · program services $759,475 · management and general $2,480 · fundraising $155
-
20 · Interest
total $307,359 · management and general $307,359
-
22 · Depreciation, depletion and amortization
total $635,158 · program services $476,369 · management and general $158,789
-
23 · Insurance
total $112,099 · program services $224 · management and general $111,875
-
24a · Other expenses: SKILLED NURSING-ROOM &
total $2,553,949 · program services $2,553,949
-
24b · Other expenses: DURABLE MEDICAL EQUIPME
total $2,054,371 · program services $2,054,371
-
24c · Other expenses: PHARMACY
total $1,128,846 · program services $1,128,846
-
24d · Other expenses: LICENSES/DUES/APPLICATI
total $817,805 · program services $233,328 · management and general $542,495 · fundraising $41,982
-
24e · All other expenses
total $912,585 · program services $679,500 · management and general $23,877 · fundraising $209,208
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $3,184,390 · end of year $3,635,693
-
3 · Pledges and grants receivable
beginning of year $1,008,378 · end of year $1,394,569
-
4 · Accounts receivable
beginning of year $5,793,925 · end of year $5,413,983
-
9 · Prepaid expenses and deferred charges
beginning of year $21,761 · end of year $91,338
-
10a · Land, buildings and equipment: cost or other basis
$20,361,935
-
10b · Land, buildings and equipment: accumulated depreciation
$7,840,683
-
10c · Land, buildings and equipment, net
beginning of year $12,943,214 · end of year $12,521,252
-
11 · Investments: publicly traded securities
beginning of year $339,048 · end of year $388,893
-
15 · Other assets
beginning of year $207,988 · end of year $118,626
-
17 · Accounts payable and accrued expenses
beginning of year $3,329,797 · end of year $3,007,303
-
23 · Secured mortgages and notes payable
beginning of year $2,796,956 · end of year $2,713,768
-
24 · Unsecured notes and loans payable
beginning of year $3,216,870 · end of year $3,141,596
-
25 · Other liabilities
beginning of year $1,182,113 · end of year $1,190,656
-
27 · Net assets without donor restrictions
beginning of year $12,633,951 · end of year $12,930,568
-
28 · Net assets with donor restrictions
beginning of year $339,017 · end of year $580,463
Mission and programs · 2023
Mission
TO CARE FOR INDIVIDUALS AND FAMILIES WITH COMPASSION, SUPPORT, AND EXPERTISE AS THEY NAVIGATE THE END OF LIFE OR LIFE-CHANGING ILLNESS.
-
HOSPICE PROVIDED AT HOME MEDICAL CARE FOR THE TERMINALLY ILL AS WELL AS PALLIATIVE CARE, GRIEF COUNSELING FOR HOSPICE FAMILIES AND THE COMMUNITY AND EDUCATIONAL PROGRAMS RELATING TO END OF LIFE CARE.
Expenses $35,824,207 · Revenue $38,553,286
-
TRANSITIONS KIDS COMPASSIONATELY CARES FOR CHILDREN, FAMILIES, AND COMMUNITIES SIGNIFICANTLY IMPACTED BY ILLNESS OR LOSS ON THEIR SACRED JOURNEY OF LOVE, EXASPERATION, TRIUMPH; TO OFFER OUR GIFTS, SKILLS, AND INFORMED PERSPECTIVES THROUGH EDUCATION, ADVOCACY, AND ADVENTURE. SERVICES INCLUDE: HOME BASED INTERDISCIPLINARY CARE WITH ACCESS TO NURSING, SOCIAL WORK, SPIRITUAL CARE, AND PHYSICIANS 24/7: COORDINATION WITH COMMUNITY PROVIDERS TO ASSURE CONTINUITY ACROSS CARE LOCATIONS: AND SUPPORT FOR CHILD AS WELL AS SIBLINGS AND OTHER FAMILY MEMBERS AFFECTED BY CHILD'S ILLNESS.
Expenses $1,185,420 · Revenue $150,859
As filed on the 2023 return.
Listed in Part VII
-
Adam WolkADAM WOLK
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Tina Alvarado-ShanahanTINA ALVARADO-SHANAHAN
VP, STRATEGIC PLANNING CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jay IrbyJAY IRBY
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Pamela StocksPAMELA STOCKS
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Zeke CreechZEKE CREECH
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
George York JtGEORGE YORK JT
BOT CHAIR, FOUNDATION CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
Laura PatelLAURA PATEL
CEO
- Total calculated
- $368,375
- From this org
- $335,627
- From related orgs
- $0
- Other
- $32,748
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $335,627
- Bonus
- $0
- Other
- $0
- Deferred
- $13,145
- Nontaxable benefits
- $19,603
- Filer's total
- $368,375
-
Billy DunlapBILLY DUNLAP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Brenda GibsonBRENDA GIBSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Casey AtwaterCASEY ATWATER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
David BooneDAVID BOONE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jerry BernsteinJERRY BERNSTEIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Beth Perry BlackBETH PERRY BLACK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Rhonda CatlinRHONDA CATLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Alyson ConnorALYSON CONNOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
John GibsonJOHN GIBSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles HarrCHARLES HARR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Carnela HillCARNELA HILL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Karen HoldenKAREN HOLDEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Heather HoneycuttHEATHER HONEYCUTT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Paul ImmanuelPAUL IMMANUEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ryan JuryRYAN JURY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Susan MooreSUSAN MOORE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Bobby SimpsonBOBBY SIMPSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Chileatha WynnCHILEATHA WYNN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve SheltonSTEVE SHELTON
CFO
- Total calculated
- $197,903
- From this org
- $185,515
- From related orgs
- $0
- Other
- $12,388
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,515
- Bonus
- $0
- Other
- $0
- Deferred
- $4,689
- Nontaxable benefits
- $7,699
- Filer's total
- $197,903
-
Rachel LipnerRACHEL LIPNER
HOSPICE AND PALLIATIVE CARE PHYSICIAN
- Total calculated
- $248,298
- From this org
- $238,867
- From related orgs
- $0
- Other
- $9,431
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $238,867
- Bonus
- $0
- Other
- $0
- Deferred
- $9,431
- Nontaxable benefits
- $0
- Filer's total
- $248,298
-
Leslie E SuttonLESLIE E SUTTON
HOSPICE MEDICAL DIRECTOR
- Total calculated
- $245,170
- From this org
- $227,882
- From related orgs
- $0
- Other
- $17,288
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $227,882
- Bonus
- $0
- Other
- $0
- Deferred
- $9,159
- Nontaxable benefits
- $8,129
- Filer's total
- $245,170
-
Joshua DowdJOSHUA DOWD
MEDICAL DIRECTOR OF COMMUNITY-BASED PALLATIVE CARE
- Total calculated
- $232,246
- From this org
- $213,730
- From related orgs
- $0
- Other
- $18,516
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,730
- Bonus
- $0
- Other
- $0
- Deferred
- $8,531
- Nontaxable benefits
- $9,985
- Filer's total
- $232,246
-
Alyssa LuddyALYSSA LUDDY
HOSPICE AND PALLIATIVE CARE PHYSICIAN
- Total calculated
- $217,736
- From this org
- $206,805
- From related orgs
- $0
- Other
- $10,931
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $206,805
- Bonus
- $0
- Other
- $0
- Deferred
- $946
- Nontaxable benefits
- $9,985
- Filer's total
- $217,736
-
Camila DiazCAMILA DIAZ
HOSPICE AND PALLIATIVE CARE PHYSICIAN
- Total calculated
- $218,185
- From this org
- $200,215
- From related orgs
- $0
- Other
- $17,970
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,215
- Bonus
- $0
- Other
- $0
- Deferred
- $7,985
- Nontaxable benefits
- $9,985
- Filer's total
- $218,185
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
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
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.
-
HOSPICE OF WAKE COUNTY FOUNDATION INC
501 (C)(3) · RAISES AND INVESTS FUNDS TO BE USED IN THE FUTURE BY HOSPICE OF WAKE COUNTY · NC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 2 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442159349301709
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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