Form 990 for tax year 2024
Filed by HOSPICE & PALLIATIVE CARE CHARLOTTE REGION.
Totals
- Total revenue
- $101,944,911
- Total expenses
- $96,340,308
- Contributions and grants received
- $1,651,780
- Grants paid
- $0
- Program service revenue
- $99,061,682
- Investment income
- $1,261,019
- Other revenue
- -$29,570
- Total assets, end of year
- $95,531,157
- Total liabilities, end of year
- $13,962,706
- Net assets or fund balances, end of year
- $81,568,451
- Program services expenses (Part IX)
- $85,106,488
- Management and general expenses
- $10,331,992
- Fundraising expenses
- $901,828
- Program service expenses (Part III)
- $85,106,488
Program services were 88.3% 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
$267,186
-
1f · All other contributions, gifts and grants
$1,384,594
-
1g · Noncash contributions included above
$89,029
-
2a · Program service revenue: PATIENT SERVICE REVENUE
total $98,630,540 · related or exempt $98,630,540
-
2b · Program service revenue: CONSULTING REVENUE
total $431,142 · related or exempt $431,142
-
3 · Investment income
total $1,414,529 · excluded $1,414,529
-
7a · Gross sales of assets other than inventory
securities $12,321,441
-
7b · Less cost or other basis and sales expenses
securities $12,471,356 · other assets $3,595
-
7c · Gain or loss
securities -$149,915 · other assets -$3,595
-
7d · Net gain or loss
total -$153,510 · excluded -$153,510
-
8a · Fundraising events: gross income
$50,417
-
8a · Fundraising events: contributions included on line 1c
$267,186
-
8b · Fundraising events: direct expenses
$80,139
-
8c · Net income from fundraising events
total -$29,722 · excluded -$29,722
-
11a · Other revenue: OTHER REVENUE
total $152 · excluded $152
-
11e · Other revenue, total
$152
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $3,068,313 · management and general $3,068,313
-
7 · Other salaries and wages
total $46,495,219 · program services $43,540,192 · management and general $2,388,781 · fundraising $566,246
-
8 · Pension plan contributions
total $691,868 · program services $625,248 · management and general $61,103 · fundraising $5,517
-
9 · Other employee benefits
total $5,714,198 · program services $5,249,335 · management and general $404,083 · fundraising $60,780
-
10 · Payroll taxes
total $3,413,812 · program services $3,022,893 · management and general $353,199 · fundraising $37,720
-
11b · Fees: legal
total $143,583 · management and general $143,583
-
11c · Fees: accounting
total $109,571 · management and general $109,571
-
11f · Fees: investment management
total $103,331 · management and general $103,331
-
11g · Fees: other
total $1,143,395 · program services $309,604 · management and general $831,366 · fundraising $2,425
-
12 · Advertising and promotion
total $290,786 · program services $1,072 · management and general $289,714
-
13 · Office expenses
total $1,316,289 · program services $1,123,494 · management and general $174,025 · fundraising $18,770
-
14 · Information technology
total $1,659,534 · program services $602,772 · management and general $935,563 · fundraising $121,199
-
16 · Occupancy
total $1,305,040 · program services $1,113,764 · management and general $174,369 · fundraising $16,907
-
17 · Travel
total $1,209,148 · program services $1,109,196 · management and general $95,923 · fundraising $4,029
-
22 · Depreciation, depletion and amortization
total $1,438,661 · program services $1,051,417 · management and general $356,486 · fundraising $30,758
-
23 · Insurance
total $197,088 · program services $74,684 · management and general $111,577 · fundraising $10,827
-
24a · Other expenses: PATIENT ANCILLARY EXPEN
total $26,169,977 · program services $26,169,977
-
24b · Other expenses: BAD DEBT
total $354,851 · management and general $354,851
-
24c · Other expenses: DEVELOPMENT EXPENSES
total $99,636 · program services $69,469 · management and general $6,664 · fundraising $23,503
-
24e · All other expenses
total $1,416,008 · program services $1,043,371 · management and general $369,490 · fundraising $3,147
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,480,062 · end of year $5,460,425
-
2 · Savings and temporary cash investments
beginning of year $7,684,668 · end of year $7,992,386
-
3 · Pledges and grants receivable
beginning of year $162,242 · end of year $47,366
-
4 · Accounts receivable
beginning of year $10,893,344 · end of year $12,189,822
-
9 · Prepaid expenses and deferred charges
beginning of year $638,633 · end of year $655,211
-
10a · Land, buildings and equipment: cost or other basis
$34,937,488
-
10b · Land, buildings and equipment: accumulated depreciation
$15,818,673
-
10c · Land, buildings and equipment, net
beginning of year $20,028,567 · end of year $19,118,815
-
11 · Investments: publicly traded securities
beginning of year $26,396,875 · end of year $28,784,911
-
12 · Investments: other securities
beginning of year $430,200 · end of year $456,377
-
14 · Intangible assets
beginning of year $249,846 · end of year $1,224,038
-
15 · Other assets
beginning of year $12,468,539 · end of year $19,601,806
-
17 · Accounts payable and accrued expenses
beginning of year $8,695,790 · end of year $7,725,104
-
21 · Escrow or custodial account liability
beginning of year $2,866,512 · end of year $3,138,174
-
25 · Other liabilities
beginning of year $3,238,467 · end of year $3,099,428
-
27 · Net assets without donor restrictions
beginning of year $73,837,298 · end of year $80,687,677
-
28 · Net assets with donor restrictions
beginning of year $794,909 · end of year $880,774
Mission and programs · 2024
Mission
OUR MISSION IS TO RELIEVE SUFFERING AND IMPROVE THE QUALITY AND DIGNITY OF LIFE THROUGH COMPASSIONATE HOSPICE CARE AT THE END OF LIFE, PALLIATIVE CARE FOR THOSE WITH ADVANCED ILLNESS, AND THROUGH COMMUNITY EDUCATION.
Activities or mission (Part I)
OPERATING SINCE 1978, HOSPICE & PALLIATIVE CARE CHARLOTTE REGION ("HPCCR") PROVIDES EXPERT END OF LIFE CARE, INCLUDING HOSPICE, PALLIATIVE MEDICINE, GRIEF SUPPORT, AND COMMUNITY EDUCATION. HPCCR 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 ANY SETTING, INCLUDING THE PATIENT'S PRIVATE RESIDENCE, NURSING FACILITY, HOSPITAL, OR OUR OWN LEVINE & DICKSON HOSPICE HOUSES. AS A NOT-FOR-PROFIT ORGANIZATION, HOSPICE & PALLIATIVE CARE CHARLOTTE REGION 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. THE PRIMARY FOCUS OF HOSPICE & PALLIATIVE CARE CHARLOTTE REGION'S CARE IS TO IMPROVE THE QUALITY AND DIGNITY OF LIFE FOR THOSE WHO ARE FACING A LIFE-THREATENING ILLNESS.PATIENTS WITH NO INSURANCE OR INADEQUATE INCOME, BASED ON DEPARTMENT OF HEALTH POVERTY GUIDELINES, QUALIFY FOR CHARITY CARE. CARE IS PROVIDED ON A SLIDING FEE SCALE. DURING THE YEAR ENDED DECEMBER 31, 2024, THE AMOUNT OF CHARITY CARE WAS $490,460, AND IS NETTED WITH PATIENT SERVICE REVENUE ON THE STATEMENT OF ACTIVITIES.
Expenses $80,615,662 · Revenue $97,847,045
-
PALLIATIVE MEDICINE CONSULTATION SERVICES - PALLIATIVE MEDICINE CONSULTATION SERVICES ENABLE PATIENTS WHO MAY NOT YET BE ELIGIBLE FOR COMPREHENSIVE HOSPICE SERVICES TO HAVE ACCESS TO PALLIATIVE MEDICINE CONSULTATIONS. HOSPICE & PALLIATIVE CARE CHARLOTTE REGION'S PRACTITIONERS OFFER EXPERTISE IN SYMPTOM MANAGEMENT AND OPTIONS FOR COUNSELING FOR THOSE WITH SERIOUS AND PROGRESSIVE ILLNESSES AND CONDITIONS - THESE SERVICES ARE OFFERED IN VARIOUS LOCATIONS INCLUDING HOSPITALS, NURSING HOMES, CLINICS, AND IN PATIENTS' PRIVATE RESIDENCES IN AN EFFORT TO ENHANCE QUALITY OF LIFE AND MAXIMIZE THE LIKELIHOOD OF GOOD RESPONSE TO DISEASE-SPECIFIC AND RESTORATIVE THERAPIES FOR CHRONICALLY ILL AND MEDICALLY FRAGILE PATIENTS.ALTHOUGH INADEQUATELY REIMBURSED, HPCCR HAS DEVELOPED THESE SERVICES IN FULFILLMENT OF ITS MISSION OF RELIEF OF SUFFERING AND IMPROVING QUALITY AND DIGNITY OF LIFE.
Expenses $4,225,732 · Revenue $1,035,666
-
PEDIATRIC CARE (KIDSPATH) - KIDSPATH IS A UNIQUE PROGRAM FOR CHILDREN, RANGING FROM INFANTS TO EIGHTEEN YEARS OF AGE, AND THEIR FAMILIES FACING THE CHALLENGES OF COPING WITH A SERIOUS PROGRESSIVE CONDITION. OUR PEDIATRIC TEAM OFFERS PHYSICAL, EMOTIONAL, AND SPIRITUAL CARE WITH A GOAL OF ENHANCING THE QUALITY OF LIFE FOR TERMINALLY ILL CHILDREN AND TEENS, AND THOSE WHO SHARE THEIR LIVES. HOSPICE & PALLIATIVE CARE CHARLOTTE REGION'S PEDIATRIC SERVICES ALSO INCLUDE GRIEF SERVICES FOR CHILDREN AND THEIR FAMILIES THROUGH CHAMELEON'S JOURNEY OVERNIGHT AND DAY CAMPS AND IN-SCHOOL GRIEF PROGRAMS. HOSPICE & PALLIATIVE CARE CHARLOTTE REGION HAS THE HONOR OF TOUCHING THE LIVES OF HUNDREDS OF GRIEVING YOUTHS AND THEIR PARENT-GUARDIANS.
Expenses $265,094 · Revenue $178,971
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John A MorriceJOHN A MORRICE
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Laura EngelLAURA ENGEL
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jane B NeeseJANE B NEESE
PAST BOARD 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
-
Jeffrey G GoreJEFFREY G GORE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Michael I RoseMICHAEL I ROSE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Richard BattleRICHARD BATTLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Christi T CaddCHRISTI T CADD
DIRECTOR (FROM MARCH '24)
- 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
-
Casey DorseyCASEY DORSEY
DIRECTOR (FROM MARCH '24)
- 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
-
Ashley Love Sumrall MDASHLEY LOVE SUMRALL MD
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
-
Alan R ThalingerALAN R THALINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Peter A BrunnickPETER A BRUNNICK
PRESIDENT & CEO
- Total calculated
- $796,828
- From this org
- $786,022
- From related orgs
- $0
- Other
- $10,806
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $594,791
- Bonus
- $189,623
- Other
- $1,608
- Deferred
- $0
- Nontaxable benefits
- $10,806
- Filer's total
- $796,828
-
Michael BolewitzMICHAEL BOLEWITZ
CHIEF OPERATING OFFICER
- Total calculated
- $509,012
- From this org
- $509,012
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $393,846
- Bonus
- $113,558
- Other
- $1,608
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $509,012
-
Todd FontenotTODD FONTENOT
CHIEF FINANCIAL OFFICER
- Total calculated
- $527,046
- From this org
- $494,550
- From related orgs
- $0
- Other
- $32,496
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $380,249
- Bonus
- $112,693
- Other
- $1,608
- Deferred
- $0
- Nontaxable benefits
- $32,496
- Filer's total
- $527,046
-
Bridget I HillerBRIDGET I HILLER
CHIEF MEDICAL OFFICER
- Total calculated
- $493,691
- From this org
- $468,394
- From related orgs
- $0
- Other
- $25,297
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $383,104
- Bonus
- $83,682
- Other
- $1,608
- Deferred
- $0
- Nontaxable benefits
- $25,297
- Filer's total
- $493,691
-
Dean H FormanDEAN H FORMAN
CHIEF STRATEGY OFFICER
- Total calculated
- $429,164
- From this org
- $418,653
- From related orgs
- $0
- Other
- $10,511
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $328,215
- Bonus
- $78,369
- Other
- $12,069
- Deferred
- $10,111
- Nontaxable benefits
- $400
- Filer's total
- $429,164
-
Pete DaviesPETE DAVIES
CHIEF INFORMATION OFFICER
- Total calculated
- $312,572
- From this org
- $280,290
- From related orgs
- $0
- Other
- $32,282
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $221,633
- Bonus
- $57,422
- Other
- $1,235
- Deferred
- $0
- Nontaxable benefits
- $32,282
- Filer's total
- $312,572
-
April S CapernaAPRIL S CAPERNA
MED DIRECTOR PALLIATIVE SERVICES
- Total calculated
- $376,477
- From this org
- $344,408
- From related orgs
- $0
- Other
- $32,069
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $305,570
- Bonus
- $38,838
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $32,069
- Filer's total
- $376,477
-
Jp McBrydeJP MCBRYDE
PHYSICIAN
- Total calculated
- $323,989
- From this org
- $299,429
- From related orgs
- $0
- Other
- $24,560
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $297,629
- Bonus
- $1,800
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $24,560
- Filer's total
- $323,989
-
Carla EaganCARLA EAGAN
PHYSICIAN
- Total calculated
- $296,393
- From this org
- $287,760
- From related orgs
- $0
- Other
- $8,633
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $285,960
- Bonus
- $1,800
- Other
- $0
- Deferred
- $8,633
- Nontaxable benefits
- $0
- Filer's total
- $296,393
-
Cindy L TilleyCINDY L TILLEY
VP CHIEF HUMAN RESOURCES
- Total calculated
- $308,713
- From this org
- $273,142
- From related orgs
- $0
- Other
- $35,571
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,575
- Bonus
- $56,347
- Other
- $1,220
- Deferred
- $0
- Nontaxable benefits
- $35,571
- Filer's total
- $308,713
-
Stephanie ConnollySTEPHANIE CONNOLLY
VP CHIEF GROWTH
- Total calculated
- $284,324
- From this org
- $273,058
- From related orgs
- $0
- Other
- $11,266
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $207,142
- Bonus
- $64,774
- Other
- $1,142
- Deferred
- $0
- Nontaxable benefits
- $11,266
- Filer's total
- $284,324
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 THE PRESIDENT & CEO'S PERFORMANCE AND DETERMINATION OF BONUS PAYMENT IS MADE BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EVALUATION OF OTHER EXECUTIVES' PERFORMANCE AND DETERMINATION OF BONUS PAYMENT IS MADE BY THE PRESIDENT & CEO AND VP OF HR.
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.
-
501(C)(3) · HOSPICE CARE · SC · controlled entity
Directly controlled by HOSPICE AND PALLIATIVE CARE CARE CHARLOTTE REGION
-
501(C)(3) · HOSPICE CARE · NC · controlled entity
Directly controlled by HOSPICE AND PALLIATIVE CARE CARE CHARLOTTE REGION
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
CAROLINAS HOSPICE & PALLIATIVE CARE LLC
DORMANT · NC · income $0 · assets $0
Directly controlled by HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
-
CAROLINAS HOSPICE LLC
DORMANT · NC · income $0 · assets $0
Directly controlled by HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
-
HOSPICE & PALLIATIVE CARE GASTON COUNTY LLC
DORMANT · NC · income $0 · assets $0
Directly controlled by HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
-
HOSPICE & PALLIATIVE CARE UNION COUNTY LLC
DORMANT · NC · income $0 · assets $0
Directly controlled by HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
-
PALLIATIVE MEDICINE CONSULTANTS LLC
DORMANT · NC · income $0 · assets $0
Directly controlled by HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
-
EQUITY HEALTH LLC
PRIMARY CARE · NC · income $118 · assets $965,221
Directly controlled by HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUST (1)
N/A · NC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 29 September 2025
- IRS schema version
- 2024v5.2
- Source object
- 202522799349300722
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