Totals
- Total revenue
- $9,969,115
- Total expenses
- $10,193,159
- Contributions and grants received
- $469,985
- Grants paid
- $0
- Program service revenue
- $9,508,235
- Investment income
- $19
- Other revenue
- -$9,124
- Total assets, end of year
- $8,086,660
- Total liabilities, end of year
- $10,132,325
- Net assets or fund balances, end of year
- -$2,045,665
- Program services expenses (Part IX)
- $9,161,261
- Management and general expenses
- $708,390
- Fundraising expenses
- $323,508
- Program service expenses (Part III)
- $9,161,261
Program services were 89.9% 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.
-
1c · Fundraising events
$42,519
-
1f · All other contributions, gifts and grants
$427,466
-
1g · Noncash contributions included above
$394,813
-
2a · Program service revenue: PATIENT SERVICE REVENU
total $9,508,235 · related or exempt $9,508,235
-
3 · Investment income
total $19 · excluded $19
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$42,519
-
8b · Fundraising events: direct expenses
$20,323
-
8c · Net income from fundraising events
total -$20,323 · excluded -$20,323
-
10a · Gross sales of inventory
$351,216
-
10b · Cost of goods sold
$351,216
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: INSURANCE CLAIMS
total $11,199 · excluded $11,199
-
11e · Other revenue, total
$11,199
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $5,433,774 · program services $4,813,825 · management and general $417,196 · fundraising $202,753
-
8 · Pension plan contributions
total $49,591 · program services $39,978 · management and general $6,622 · fundraising $2,991
-
9 · Other employee benefits
total $664,001 · program services $612,256 · management and general $24,345 · fundraising $27,400
-
10 · Payroll taxes
total $398,500 · program services $352,080 · management and general $31,769 · fundraising $14,651
-
11g · Fees: other
total $381,001 · program services $323,722 · management and general $57,279
-
12 · Advertising and promotion
total $29,261 · management and general $29,261
-
13 · Office expenses
total $124,436 · program services $76,051 · management and general $36,874 · fundraising $11,511
-
14 · Information technology
total $2,244 · program services $2,244
-
16 · Occupancy
total $265,766 · program services $223,841 · management and general $2,381 · fundraising $39,544
-
17 · Travel
total $247,770 · program services $217,284 · management and general $30,475 · fundraising $11
-
22 · Depreciation, depletion and amortization
total $216,970 · program services $203,480 · management and general $3,398 · fundraising $10,092
-
23 · Insurance
total $60,947 · program services $32,463 · management and general $16,815 · fundraising $11,669
-
24a · Other expenses: PATIENT ANCILLARY EXPEN
total $2,230,869 · program services $2,230,869
-
24b · Other expenses: DEVELOPMENT EXPENSES
total $5,540 · program services $341 · management and general $5,199
-
24e · All other expenses
total $82,489 · program services $32,827 · management and general $46,776 · fundraising $2,886
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,241,486 · end of year $3,092,169
-
2 · Savings and temporary cash investments
beginning of year $187,064 · end of year $187,082
-
4 · Accounts receivable
beginning of year $733,216 · end of year $1,525,423
-
8 · Inventories for sale or use
beginning of year $32,363 · end of year $45,458
-
9 · Prepaid expenses and deferred charges
beginning of year $18,762 · end of year $8,876
-
10a · Land, buildings and equipment: cost or other basis
$6,666,901
-
10b · Land, buildings and equipment: accumulated depreciation
$3,610,324
-
10c · Land, buildings and equipment, net
beginning of year $3,179,497 · end of year $3,056,577
-
14 · Intangible assets
beginning of year $51,500 · end of year $51,500
-
15 · Other assets
beginning of year $158,350 · end of year $119,575
-
17 · Accounts payable and accrued expenses
beginning of year $435,709 · end of year $807,689
-
25 · Other liabilities
beginning of year $6,988,150 · end of year $9,324,636
-
27 · Net assets without donor restrictions
beginning of year -$1,830,261 · end of year -$2,054,305
-
28 · Net assets with donor restrictions
beginning of year $8,640 · end of year $8,640
Mission and programs · 2023
Mission
TO PROVIDE PHYSICAL, SPIRITUAL, AND EMOTIONAL COMFORT TO PATIENTS AND THEIR FAMILIES DEALING WITH A TERMINAL ILLNESS.
Activities or mission (Part I)
OPERATING SINCE 1987, HOSPICE OF LAURENS COUNTY (HOLC) PROVIDES EXPERT END OF LIFE CARE, INCLUDING HOSPICE, GRIEF SUPPORT AND COMMUNITY EDUCATION. HOLC IS COMMITTED TO OFFERING QUALITY OF LIFE TO PATIENTS AND FAMILIES IN OUR COMMUNITY WHO ARE COPING WITH TERMINAL ILLNESS.
-
ADULT HOSPICE CARE SERVICES - HOSPICE CARE IS PROVIDED TO PATIENTS WHO ARE FACING ILLNESSES THAT NO LONGER RESPOND TO CURE-ORIENTED TREATMENT AND WHO HAVE A LIFE EXPECTANCY OF SIX MONTHS OR LESS. CARE IS PROVIDED IN MULTIPLE SETTINGS, INCLUDING THE PATIENT'S PRIVATE RESIDENCE, NURSING FACILITIES, OR OUR OWN HOSPICE HOUSE. AS A NOT-FOR-PROFIT ORGANIZATION, HOSPICE OF LAURENS COUNTY PROVIDES SERVICES WITHOUT REGARD TO A PATIENT'S INSURANCE STATUS OR ABILITY TO PAY. THESE SERVICES INCLUDE NURSING CARE, PHYSICIAN VISITS, SOCIAL WORK, AND CHAPLAIN SERVICES. IN ADDITION, ANCILLARY SERVICES AND BEREAVEMENT SUPPORT ARE PROVIDED AFTER THE PATIENT'S DEATH.
Expenses $9,161,261 · Revenue $9,508,235
As filed on the 2023 return.
Listed in Part VII
-
John A MorriceJOHN A MORRICE
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Laura EngelLAURA ENGEL
VICE CHAIR AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jane B NeeseJANE B NEESE
VICE CHAIR AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jeffrey G GoreJEFFREY G GORE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Alan R ThalingerALAN R THALINGER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Gregory R KilpatrickGREGORY R KILPATRICK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Michael A McNamaraMICHAEL A MCNAMARA
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Richard BattleRICHARD BATTLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Heather G CarsonHEATHER G CARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Sheryl ChapmanSHERYL CHAPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Patrick FletcherPATRICK FLETCHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Gregory GrierGREGORY GRIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
David H JonesDAVID H JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Collie LehnCOLLIE LEHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Bryan R MiduraBRYAN R MIDURA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Meredith PinsonMEREDITH PINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Michael I RoseMICHAEL I ROSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Ashley Love SumrallASHLEY LOVE SUMRALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Joseph TysingerJOSEPH TYSINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jonathan WeathersJONATHAN WEATHERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Peter BrunnickPETER BRUNNICK
PRESIDENT & CEO
- Total calculated
- $738,077
- From this org
- $0
- From related orgs
- $723,112
- Other
- $14,965
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $548,017 related
- Bonus
- $0 + $173,487 related
- Other
- $0 + $1,608 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $14,965 related
- Filer's total
- $0 + $738,077 related
-
Michael BolewitzMICHAEL BOLEWITZ
CHIEF OPERATING OFFICER
- Total calculated
- $455,796
- From this org
- $0
- From related orgs
- $455,796
- Other
- $0
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $350,962 related
- Bonus
- $0 + $103,226 related
- Other
- $0 + $1,608 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $455,796 related
-
Pete DaviesPETE DAVIES
CHIEF INFORMATION OFFICER
- Total calculated
- $280,078
- From this org
- $0
- From related orgs
- $253,536
- Other
- $26,542
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $199,741 related
- Bonus
- $0 + $52,647 related
- Other
- $0 + $1,148 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $26,542 related
- Filer's total
- $0 + $280,078 related
-
Todd FontenotTODD FONTENOT
CHIEF FINANCIAL OFFICER
- Total calculated
- $468,620
- From this org
- $0
- From related orgs
- $441,376
- Other
- $27,244
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $337,486 related
- Bonus
- $0 + $102,282 related
- Other
- $0 + $1,608 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $27,244 related
- Filer's total
- $0 + $468,620 related
-
Dean FormanDEAN FORMAN
CHIEF STRATEGY OFFICER
- Total calculated
- $136,789
- From this org
- $0
- From related orgs
- $132,821
- Other
- $3,968
- Hours/week
- 1 + 41 related
-
Bridget HillerBRIDGET HILLER
CHIEF MEDICAL OFFICER
- Total calculated
- $422,663
- From this org
- $0
- From related orgs
- $394,706
- Other
- $27,957
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $338,298 related
- Bonus
- $0 + $54,750 related
- Other
- $0 + $1,658 related
- Deferred
- $0 + $5,513 related
- Nontaxable benefits
- $0 + $22,444 related
- Filer's total
- $0 + $422,663 related
-
Karla FernandezKARLA FERNANDEZ
AVP OF OPERATIONS
- Total calculated
- $154,004
- From this org
- $150,431
- From related orgs
- $0
- Other
- $3,573
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,731
- Bonus
- $13,700
- Other
- $0
- Deferred
- $3,573
- Nontaxable benefits
- $0
- Filer's total
- $154,004
-
Jessica LawsonJESSICA LAWSON
NURSE
- Total calculated
- $110,245
- From this org
- $106,961
- From related orgs
- $0
- Other
- $3,284
- Hours/week
- 40
-
Cathy Putnam PascoCATHY PUTNAM PASCO
NURSE PRACTITIONER
- Total calculated
- $129,570
- From this org
- $117,630
- From related orgs
- $0
- Other
- $11,940
- Hours/week
- 40
-
Patricia E SadlerPATRICIA E SADLER
PHYSICIAN
- Total calculated
- $161,113
- From this org
- $147,839
- From related orgs
- $0
- Other
- $13,274
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,839
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $13,274
- Filer's total
- $161,113
-
Jason WillisJASON WILLIS
AVP OF OPERATIONS
- Total calculated
- $151,435
- From this org
- $130,932
- From related orgs
- $0
- Other
- $20,503
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $118,532
- Bonus
- $12,400
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $20,503
- Filer's total
- $151,435
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 committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- BONUS PAYMENTS ARE BASED ON THE EVALUATION OF THE YEAR'S ACCOMPLISHMENTS AND DEGREE OF COMPLETION OF A COMMONLY AGREED UPON SET OF GOALS. THE EVALUATION OF EXECUTIVES' PERFORMANCE AND DETERMINATION OF BONUS PAYMENT IS MADE BY THE PRESIDENT/CEO AND VP OF HUMAN RESOURCES.
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 & PALLIATIVE CARE CHARLOTTE REGION
501(C)(3) · HOSPICE CARE · NC
-
501(C)(3) · HOSPICE CARE · NC
Directly controlled by HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423139349301992
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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