2024-06-18T10:36:06-05:00 2023-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2023-01-01 561242526 CAROLINA CARING INC CARO 8284660466 3975 ROBINSON ROAD NEWTON NC 28658 DANA KILLIAN PRESIDENT / CEO 8284660466 2024-06-11 1 DANA KILLIAN 999009999 1 MATTHEW MCKINNEY P01707028 8283222070 2024-05-31 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DANA KILLIAN 3975 ROBINSON ROAD NEWTON NC 28658 43384236 0 X WWW.CAROLINACARING.ORG X 1979 NC PROVIDES PALLIATIVE AND SUPPORTIVE CARE FOR TERMINALLY ILL PATIENTS AND THEIR FAMILIES 16 16 494 244 0 0 397448 336362 32368230 35287225 170866 254892 316715 6530000 33253259 42408479 0 0 0 0 19653005 23761169 0 0 0 10225378 11807188 29878383 35568357 3374876 6840122 25282892 34138327 4047056 5752574 21235836 28385753 TO PROVIDE HIGH QUALITY, COMPASSIONATE CARE TO TERMINALLY ILL INDIVIDUALS AND THEIR FAMILIES 0 0 25812412 41817225 PROVIDE ASSISTANCE WITH CONTROL OF SYMPTOMS, PRACTICAL HELP BY NURSES AND TRAINED VOLUNTEERS, COUNSELING TO THE TERMINALLY ILL AND THEIR FAMILIES. SERVED 1,650 FAMILY UNITS. THE ORGANIZATION ESTIMATES THAT IT RECEIVED A TOTAL OF $258,000 IN DONATED SERVICES FROM VOLUNTEERS DURING THE YEAR. 25812412 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 1 494 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 8284660466 3975 ROBINSON ROAD NEWTON NC 28658 DANNY HEARN DIRECTOR 1.00 X 0 0 0 MELANIE LINEBERGER LUTZ DIRECTOR 1.00 X 0 0 0 SHERIFF DON BROWN DIRECTOR 1.00 X 0 0 0 CATHY HERBERT DIRECTOR 1.00 X 0 0 0 DR REV JOHN L FRYE JR DIRECTOR 1.00 X 0 0 0 JERROLD R HINTON DIRECTOR 1.00 X 0 0 0 DR BILLY L PRICE JR DIRECTOR 1.00 X 0 0 0 DR REV DONALD GRAY DIRECTOR 1.00 X 0 0 0 DR PENN WALDRON DIRECTOR 1.00 X 0 0 0 KELLY POTTS DIRECTOR 1.00 X 0 0 0 DR PHILIP GREENE DIRECTOR 1.00 X 0 0 0 HILARY BROADWAY DIRECTOR 1.00 X 0 0 0 BILL PARRISH SECRETARY 1.00 X X 0 0 0 DARRELL JOHNSON VICE-CHAIR 1.00 0.50 X X 0 0 0 JIM BOLTON PAST CHAIR 1.00 0.50 X X 0 0 0 D'ANN GRELL CHAIRPERSON 1.00 0.50 X X 0 0 0 DANA KILLIAN PRESIDENT/CEO 50.00 0.50 X 233574 0 0 DR VIRGINIA JIMENEZ MEDICAL DIRECTOR 40.00 X 298332 0 0 CHRISTINA MCNALLY CHIEF STRATEGY OFFICER 40.00 X 159941 0 0 ANNETTE KISER CCO 40.00 X 155007 0 0 DR CHARLES FRANKHOUSER STAFF PHYSICIAN 40.00 X 221241 0 0 DR LAURA WALKER STAFF PHYSICIAN 40.00 X 192646 0 0 1260741 0 0 27 0 1 0 TCN 162 N 400 E B200 ST GEORGE UT 84770 MANAGEMENT SERVICES 846525 HOSPICE REVENUE RESOURCES 637 WILKIE ST DUNEDIN FL 34698 MEDICARE BILLING 116355 2 336306 56 336362 MEDICARE AND MEDICAID 623990 33199588 33199588 PRIVATE INSURANCE 623990 1185506 1185506 ROOM AND BOARD 623990 902131 902131 35287225 282314 282314 948335 975757 -27422 -27422 -27422 MISCELLANEOUS 623990 6431333 6431333 CONTRACTED SERVICES REIMBURSEMENT 623990 98667 98667 6530000 42408479 41817225 0 254892 X 233574 233574 18807177 13965788 4841389 3164796 2321411 843385 1555622 1141065 414557 48382 48382 22578 22578 238679 238679 37261 37261 41954 41954 148504 108929 39575 37174 37174 475008 348423 126585 145888 107010 38878 PROFESSIONAL CARE EXPEN 5395429 3957603 1437826 COMPUTER CONSULTING 2297801 1685461 612340 TELEIOUS EXPENSE 756613 756613 MISCELLANEOUS EXPENSES 390805 286659 104146 1771112 1133450 637662 35568357 25812412 9755945 0 3804127 3795231 49698 49855 4737200 12058365 314279 184517 15098641 7662740 7482638 7435901 8525524 9587187 369426 1027271 25282892 34138327 2757435 3782548 987119 857877 302502 1112149 4047056 5752574 X 21235836 28385753 21235836 28385753 25282892 34138327 X 6840122 828746 -518951 X X 0 1 X 1 0 X 217771 552560 812717 397448 336362 2316858 217771 552560 812717 397448 336362 2316858 2316858 154618 157260 198624 133099 282314 925915 3242773 0.71450 0.73020 X 151479 250000 250000 151479 288979 250000 387500 151479 390935 250000 351956 288979 426479 250000 285544 390935 170212 300000 43733 426479 0.00000 1.00000 0.00000 0 1 1 356053 356053 9803154 3915941 5887213 482398 124667 357731 4440186 3608371 831815 16850 13761 3089 7435901 OPERATING LEASE LIABILITY 444719 DUE TO RELATED PARTY 667430 1112149 X 43214647 828746 828746 42385901 22578 22578 42408479 35545779 0 35545779 22578 22578 35568357 PART V, LINE 4: $151,479 OF THE ENDOWENT FUNDS ARE PERMANENTLY RESTRICTED GIFT. PART X, LINE 2: AS OF THE CURRENT AND PRIOR YEAR, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X 0 0 0 0 0 0 0 0 0 DR VIRGINIA JIMENEZ MEDICAL DIRECTOR 298332 0 0 0 0 0 0 0 0 0 298332 0 0 0 DANA KILLIAN PRESIDENT/CEO 233574 0 0 0 0 0 0 0 0 0 233574 0 0 0 DR CHARLES FRANKHOUSER STAFF PHYSICIAN 221241 0 0 0 0 0 0 0 0 0 221241 0 0 0 DR LAURA WALKER STAFF PHYSICIAN 192646 0 0 0 0 0 0 0 0 0 192646 0 0 0 CHRISTINA MCNALLY CHIEF STRATEGY OFFICER 159941 0 0 0 0 0 0 0 0 0 159941 0 0 0 ANNETTE KISER CCO 155007 0 0 0 0 0 0 0 0 0 155007 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE COMPLETED FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO FILING. IN ADDITION, THE ORGANIZATION'S EXECUTIVE DIRECTOR REVIEWS THE COMPLETED FORM 990 WITH THE RETURN PREPARER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS. EDUCATION REGARDING THE ORGANIZATION'S CONFLICT OF INTEREST POLICY OCCURS DURING THE ORIENTATION PROCESS OF ALL BOARD MEMBERS AND EMPLOYEES. EACH BOARD MEMBER AND EMPLOYEE ACKNOWLEDGES THEIR REVIEW AND UNDERSTANDING OF THE POLICY BY A SIGNED STATEMENT WHICH IS PLACED IN A BOARD MEMBER'S FILE OR THE EMPLOYEE'S PERSONNEL FILE. BOARD MEMBERS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THE ACKNOWLEDGEMENT OF REVIEW AND UNDERSTANDING ANNUALLY. THE CONFLICT OF INTEREST POLICY REQUIRES DISCLOSURE AT THE TIME A MATTER ARISES THAT MAY PRESENT A FINANCIAL OR ETHICAL CONFLICT OF INTEREST WITH THE ORGANIZATION'S INTERESTS. DETERMINATIONS OF A CONFLICT OF INTEREST ARE MADE BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REGARDING BOARD MEMBERS AND THE CHEIF EXECUTIVE OFFICER REGARDING EMPLOYEES. PRIOR TO ANY ACTION BEING TAKEN AGAINST A BOARD MEMBER OR EMPLOYEE, THE ORGANIZATION CONDUCTS AN INVESTIGATION AND DUE PROCESS ADMINISTRATIVE HEARING. THE BOARD CHAIR IS THE FINAL ARBITRATOR IN THE ORGANIZATION'S INTERNAL INVESTIGATION. THE RESULTS OF THE INVESTIGATION MAY WARRANT A BOARD MEMBER NOT PARTICIPATING IN DISCUSSIONS OR VOTES ON SPECIFIED TRANSACTIONS UNLESS REQUESTED BY THE BOARD. THE BOARD MEMBER'S ABSTENTION AND THE REASON FOR IT ARE RECORDED IN THE MINUTES. ACTIONS INVOLVING EMPLOYEES MAY INCLUDE AN OPPORTUNITY TO REMEDY THE CONFLICT AND OTHER APPROPRIATE ACTIONS UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS IS REQUIRED TO REVIEW THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION ANNUALLY. THE REVIEW IS UNDERTAKEN BY THE BOARD'S EXECUTIVE COMMITTEE, THEN REVIEWED, DISCUSSED AND APPROVED BY THE FULL BOARD OF DIRECTORS. COMPARABILITY DATE IS OBTAINED FROM BOTH THE HOSPICE AND SALARY BENEFITS REPORT PUBLISHED BY THE HOSPITAL AND HEALTHCARE COMPENSATION SERVICE, AS WELL AS A NATIONAL HOSPICE SALARY SURVEY CONDUCTED BY MULTI-VIEW INCORPORATED. UPON BOARD APPROVAL, A LETTER IS WRITTEN BY THE BOARD PRESIDENT TO THE INDEPENDENT PAYROLL SERVICE PROVIDER, INSTRUCTING THEM OF ANY CHANGE IN COMPENSATION. THE PROCESS IS CONTEMPORANEOUSLY SUBSTANTIATED IN BOTH THE EXECUTIVE COMMITTEE MINUTES AND THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE UPON REASONABLE REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES EXPENSE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 238,679. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 238,679. FORM 990, PART IX, LINE 24E DUES AND PUBLICATIONS : PROGRAM SERVICE EXPENSES 306,492. MANAGEMENT AND GENERAL EXPENSES 33,890. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 340,382. TELEPHONE : PROGRAM SERVICE EXPENSES 237,486. MANAGEMENT AND GENERAL EXPENSES 86,280. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 323,766. TELEIOS EXPENSE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 274,883. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 274,883. CONSULTING PHYSICIAN : PROGRAM SERVICE EXPENSES 211,207. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 211,207. FOOD : PROGRAM SERVICE EXPENSES 110,329. MANAGEMENT AND GENERAL EXPENSES 40,084. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,413. REPAIRS AND MAINTENANCE : PROGRAM SERVICE EXPENSES 107,607. MANAGEMENT AND GENERAL EXPENSES 39,094. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,701. POSTAGE / PRINTING / SHIPPING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 128,821. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,821. UTILITIES EXPENSE : PROGRAM SERVICE EXPENSES 73,683. MANAGEMENT AND GENERAL EXPENSES 26,769. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,452. LINENS : PROGRAM SERVICE EXPENSES 62,181. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,181. PHYSICIAN EDUCATION : PROGRAM SERVICE EXPENSES 24,465. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,465. LANDSCAPING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,841. FORM 990, PART XI, LINE 9: TRANSFER TO CAROLINA CARING FOUNDATION -518,951. OTHER ADJUSTMENT 0. FORM 990, PART XII, LINE 2C,AUDIT OVERSIGHT/SELECTION OF INDEPENDENT ACCT THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CAROLINA CARING FOUNDATION INC 3975 ROBINSON ROAD NEWTON NC 28658 753140786 CAROLINA CARING, INC NC 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CAROLINA CARING FOUNDATION INC R 518951 ACTUAL CAROLINA CARING FOUNDATION INC C 336306 ACTUAL