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Nonprofiteer
← HOSPICE & PALLIATIVE CARE CHARLOTTE REGION

Form 990 for tax year 2023

Filed by HOSPICE & PALLIATIVE CARE CHARLOTTE REGION.

Totals

Total revenue
$87,691,313
Total expenses
$83,621,353
Contributions and grants received
$1,806,521
Grants paid
$0
Program service revenue
$85,723,006
Investment income
$252,613
Other revenue
-$90,827
Total assets, end of year
$89,432,976
Total liabilities, end of year
$14,800,769
Net assets or fund balances, end of year
$74,632,207
Program services expenses (Part IX)
$74,513,245
Management and general expenses
$8,283,979
Fundraising expenses
$824,129
Program service expenses (Part III)
$74,513,245

Program services were 89.1% 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.

  • 1c · Fundraising events

    $269,435

  • 1f · All other contributions, gifts and grants

    $1,537,086

  • 1g · Noncash contributions included above

    $56,799

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $85,723,006 · related or exempt $85,723,006

  • 3 · Investment income

    total $1,042,123 · excluded $1,042,123

  • 7a · Gross sales of assets other than inventory

    securities $6,173,860

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

    securities $6,963,370

  • 7c · Gain or loss

    securities -$789,510

  • 7d · Net gain or loss

    total -$789,510 · excluded -$789,510

  • 8a · Fundraising events: gross income

    $19,938

  • 8a · Fundraising events: contributions included on line 1c

    $269,435

  • 8b · Fundraising events: direct expenses

    $62,255

  • 8c · Net income from fundraising events

    total -$42,317 · excluded -$42,317

  • 11d · All other revenue

    total -$48,510 · excluded -$48,510

  • 11e · Other revenue, total

    -$48,510

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,502,024 · management and general $2,502,024

  • 7 · Other salaries and wages

    total $38,691,855 · program services $36,287,554 · management and general $1,921,110 · fundraising $483,191

  • 8 · Pension plan contributions

    total $546,963 · program services $493,711 · management and general $48,305 · fundraising $4,947

  • 9 · Other employee benefits

    total $4,966,420 · program services $4,623,863 · management and general $302,182 · fundraising $40,375

  • 10 · Payroll taxes

    total $2,901,507 · program services $2,576,698 · management and general $292,898 · fundraising $31,911

  • 11b · Fees: legal

    total $114,393 · management and general $114,393

  • 11c · Fees: accounting

    total $129,085 · management and general $129,085

  • 11f · Fees: investment management

    total $89,943 · management and general $89,943

  • 11g · Fees: other

    total $1,125,151 · program services $272,317 · management and general $802,048 · fundraising $50,786

  • 12 · Advertising and promotion

    total $261,479 · management and general $261,479

  • 13 · Office expenses

    total $1,140,285 · program services $954,789 · management and general $147,610 · fundraising $37,886

  • 14 · Information technology

    total $1,474,196 · program services $618,789 · management and general $756,843 · fundraising $98,564

  • 16 · Occupancy

    total $1,148,914 · program services $991,517 · management and general $138,318 · fundraising $19,079

  • 17 · Travel

    total $1,129,320 · program services $1,043,560 · management and general $80,802 · fundraising $4,958

  • 22 · Depreciation, depletion and amortization

    total $1,386,611 · program services $1,072,048 · management and general $276,686 · fundraising $37,877

  • 23 · Insurance

    total $180,041 · program services $77,039 · management and general $90,499 · fundraising $12,503

  • 24a · Other expenses: PATIENT ANCILLARY EXPEN

    total $24,459,362 · program services $24,459,362

  • 24b · Other expenses: BAD DEBT

    total $188,598 · program services $188,598

  • 24c · Other expenses: DEVELOPMENT EXPENSES

    total $50,234 · program services $44,499 · management and general $5,593 · fundraising $142

  • 24e · All other expenses

    total $1,134,972 · program services $808,901 · management and general $324,161 · fundraising $1,910

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,213,792 · end of year $10,480,062

  • 2 · Savings and temporary cash investments

    beginning of year $3,419,561 · end of year $7,684,668

  • 3 · Pledges and grants receivable

    beginning of year $143,315 · end of year $162,242

  • 4 · Accounts receivable

    beginning of year $8,986,724 · end of year $10,893,344

  • 9 · Prepaid expenses and deferred charges

    beginning of year $519,090 · end of year $638,633

  • 10a · Land, buildings and equipment: cost or other basis

    $34,449,814

  • 10b · Land, buildings and equipment: accumulated depreciation

    $14,421,247

  • 10c · Land, buildings and equipment, net

    beginning of year $21,126,801 · end of year $20,028,567

  • 11 · Investments: publicly traded securities

    beginning of year $23,398,939 · end of year $26,396,875

  • 12 · Investments: other securities

    beginning of year $394,685 · end of year $430,200

  • 14 · Intangible assets

    beginning of year $1,940,836 · end of year $249,846

  • 15 · Other assets

    beginning of year $8,368,550 · end of year $12,468,539

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,309,486 · end of year $8,695,790

  • 21 · Escrow or custodial account liability

    beginning of year $2,542,830 · end of year $2,866,512

  • 24 · Unsecured notes and loans payable

    beginning of year $516,259

  • 25 · Other liabilities

    beginning of year $2,277,066 · end of year $3,238,467

  • 27 · Net assets without donor restrictions

    beginning of year $67,124,589 · end of year $73,837,298

  • 28 · Net assets with donor restrictions

    beginning of year $742,063 · end of year $794,909

Mission and programs · 2023

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.

    Expenses $70,803,426 · Revenue $84,537,130

  • 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 $3,354,824 · Revenue $832,036

  • 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 $354,995 · Revenue $353,840

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

Listed in Part VII

  • JOHN A MORRICE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LAURA ENGEL

    VICE CHAIR AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JANE B NEESE

    VICE CHAIR AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JEFFREY G GORE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ALAN R THALINGER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MICHAEL A MCNAMARA

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • GREGORY R KILPATRICK

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • RICHARD BATTLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • HEATHER G CARSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SHERYL CHAPMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • PATRICK FLETCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • GREGORY GRIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DAVID H JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • COLLIE LEHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BRYAN R MIDURA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MEREDITH PINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MICHAEL I ROSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ASHLEY LOVE SUMRALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JOSEPH TYSINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JONATHAN WEATHERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • PETER BRUNNICK

    PRESIDENT & CEO

    Total calculated
    $738,077
    From this org
    $723,112
    From related orgs
    $0
    Other
    $14,965
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $548,017
    Bonus
    $173,487
    Other
    $1,608
    Deferred
    $0
    Nontaxable benefits
    $14,965
    Filer's total
    $738,077

  • MICHAEL BOLEWITZ

    CHIEF OPERATING OFFICER

    Total calculated
    $455,796
    From this org
    $455,796
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $350,962
    Bonus
    $103,226
    Other
    $1,608
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $455,796

  • PETE DAVIES

    CHIEF INFORMATION OFFICER

    Total calculated
    $280,078
    From this org
    $253,536
    From related orgs
    $0
    Other
    $26,542
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $199,741
    Bonus
    $52,647
    Other
    $1,148
    Deferred
    $0
    Nontaxable benefits
    $26,542
    Filer's total
    $280,078

  • TODD FONTENOT

    CHIEF FINANCIAL OFFICER

    Total calculated
    $468,620
    From this org
    $441,376
    From related orgs
    $0
    Other
    $27,244
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $337,486
    Bonus
    $102,282
    Other
    $1,608
    Deferred
    $0
    Nontaxable benefits
    $27,244
    Filer's total
    $468,620

  • DEAN FORMAN

    CHIEF STRATEGY OFFICER

    Total calculated
    $136,789
    From this org
    $132,821
    From related orgs
    $0
    Other
    $3,968
    Hours/week
    40 + 2 related

  • BRIDGET HILLER

    CHIEF MEDICAL OFFICER

    Total calculated
    $422,663
    From this org
    $394,706
    From related orgs
    $0
    Other
    $27,957
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $338,298
    Bonus
    $54,750
    Other
    $1,658
    Deferred
    $5,513
    Nontaxable benefits
    $22,444
    Filer's total
    $422,663

  • APRIL S CAPERNA

    MEDICAL DIRECTOR

    Total calculated
    $324,704
    From this org
    $297,546
    From related orgs
    $0
    Other
    $27,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,546
    Bonus
    $7,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,158
    Filer's total
    $324,704

  • STEPHANIE CONNOLLY

    VP BUSINESS DEVELOPMENT

    Total calculated
    $237,909
    From this org
    $226,066
    From related orgs
    $0
    Other
    $11,843
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,557
    Bonus
    $55,604
    Other
    $905
    Deferred
    $0
    Nontaxable benefits
    $11,843
    Filer's total
    $237,909

  • MRINALINI JOSHI

    MEDICAL DIRECTOR

    Total calculated
    $263,064
    From this org
    $260,918
    From related orgs
    $0
    Other
    $2,146
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,373
    Bonus
    $7,545
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,146
    Filer's total
    $263,064

  • JOHN MCBRYDE

    PHYSICIAN

    Total calculated
    $302,404
    From this org
    $274,498
    From related orgs
    $0
    Other
    $27,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,298
    Bonus
    $1,200
    Other
    $0
    Deferred
    $8,162
    Nontaxable benefits
    $19,744
    Filer's total
    $302,404

  • CYNTHIA TILLEY

    VP HUMAN RESOURCES

    Total calculated
    $275,738
    From this org
    $245,611
    From related orgs
    $0
    Other
    $30,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,041
    Bonus
    $51,439
    Other
    $1,131
    Deferred
    $0
    Nontaxable benefits
    $30,127
    Filer's total
    $275,738

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.

  • HOSPICE OF LAURENS COUNTY

    501(C)(3) · HOSPICE CARE · SC · controlled entity

    Directly controlled by HOSPICE AND PALLIATIVE CARE CARE CHARLOTTE REGION

  • HOSPICE OF CLEVELAND COUNTY

    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

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
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202443139349302359

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