2026-08-19T12:22:27-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-10-01 562160050 HOME HEALTH AND HOSPICE CARE INC HOME 9197351387 2402 WAYNE MEMORIAL DRIVE GOLDSBORO NC 27534 STEPHEN WILLIAMS CFO 9197351387 2026-08-19 1 1 KATHRINE A WARLICK P02065266 7049985200 2026-08-19 2024 2025-03-06 01:10:19Z 3HC INC JENNIFER WHITLEY 2402 WAYNE MEMORIAL DRIVE GOLDSBORO NC 27534 49956436 0 X WWW.3HC.ORG X 1999 NC PROVIDES IN HOME HEALTH, HOSPICE, AND INPATIENT HOSPICE SERVICES. 9 9 617 202 0 0 462551 628442 48379564 47714484 461325 188840 51393 36142 49354833 48567908 0 0 0 0 33690793 31773793 0 0 555458 18964052 18772079 52654845 50545872 -3300012 -1977964 20764145 17942679 6911127 6588065 13853018 11354614 X SEE SCHEDULE OA COMMUNITY-BASED NONPROFIT AGENCY ROOTED IN THE HEART OF NORTH CAROLINA, 3HC SETS THE STANDARD FOR TREATING HOME HEALTH, HOSPICE, AND HOME CARE PATIENTS WITH QUALITY, INNOVATIVE, COMPREHENSIVE AND RESPECTFUL CARE DURING THEIR GREATEST TIME OF NEED. 3HC STRIVES TO PROVIDE QUALITY SERVICE TO OUR NEIGHBORS. 0 0 35269424 47714484 HOME HEALTH AND HOSPICE CARE ("3HC") HAS PROVIDED COMPASSIONATE CARE TO NORTH CAROLINIANS SINCE 1981. WE HAVE A LONG TRADITION OF HELPING OUR PATIENTS BY PROVIDING THE HIGHEST QUALITY OF CARE IN AN ENVIRONMENT THAT MAKES THEM FEEL LIKE FAMILY. WITH OUR HOME HEALTH CARE PATIENTS, 3HC STRIVES FOR HIGH-QUALITY RECOVERIES IN THE COMFORT AND FAMILIARITY OF OUR PATIENTS' HOMES, WHILE OUR DEDICATED HOSPICE TEAM AIMS TO MAIZMIZE COMFORT AND QUALITY OF LIFE, ALLOWING PATIENTS TO LIVE AS FULLY AS POSSIBLE WITH DIGNITY. (CONTINUED ON SCHEDULE O)AS PART OF ITS MISSION, 3HC PROVIDES CARE TO ALL PATIENTS WHOSE CONDITION MEETS THE MEDICAL NECESSITY GUIDELINES ESTABLISHED BY MEDICARE, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING THE YEAR, 3HC PROVIDED APPROXIMATELY $50,000 IN FINANCIAL ASSISTANCE TO PATIENTS. 3HC OFFERS THE FOLLOWING SPECIALTY CARE:HOME HEALTH CAREHOME HEALTH IS A BRANCH OF MEDICAL AND CARE SERVICES THAT IS FOCUSED ON PROVIDING INTERMITTENT ASSISTANCE TO THOSE WHO ARE CONFINED TO THEIR HOMES AND IN NEED OF SHORT TERM ACUTE HEALTH CARE. ALTHOUGH HOME CARE HAS BEEN A STAPLE OF HEALTH CARE HISTORICALLY, BECAUSE OF THE ADVENT OF MODERN TECHNOLOGICAL ADVANCEMENTS AND RESOURCES, HOME HEALTH HAS EXPANDED TO INCLUDE SERVICES, PROCEDURES, AND THERAPIES THAT IN THE PAST WOULD BE RESTRICTED TO HOSPITALS. 3HC IS PROUD TO BE ON THE FRONTIER OF THIS GROWING OPPORTUNITY TO SAFELY, EFFICIENTLY, AND AFFORDABLY HELP PATIENTS REMAIN IN THEIR COMMUNITIES AND THEIR HOMES, DESPITE THEIR NEED FOR CONSISTENT MEDICAL AND THERAPEUTIC ATTENTION.HOSPICE CAREHOSPICE IS A COORDINATED PROGRAM OF SERVICES DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, PSYCHOLOGICAL, AND SPIRITUAL NEEDS OF PATIENTS AND FAMILIES IN THEIR FINAL DAYS OF LIFE. HOSPICE IS A SPECIAL KIND OF CARING FOR THOSE NEARING THE END OF LIFE'S JOURNEY. OUR CARE IS CENTERED AROUND THE CONCEPT THAT THE FINAL STAGES OF LIFE SHOULD BE LIVED FULLY, WITH AS MUCH COMFORT AND DIGNITY AS POSSIBLE.3HC PROVIDES HOSPICE CARE WHERE THE PATIENT PREFERS, AT HOME, AT SKILLED NURSING FACILITIES, ASSISTED LIVING FACILITIES, AND OUR INPATIENT HOMES (KITTY ASKINS HOSPICE CENTER AND SECU CRYSTAL COAST HOSPICE HOUSE). AFTER HOURS CAREOUR PATIENTS ARE CARED FOR 24 HOURS A DAY, SEVEN DAYS A WEEK. FOR PATIENTS UNDER OUR CARE, OUR TEAM OFFERS SUPPORT AND DIRECTION OUTSIDE OF "NORMAL WORKING HOURS."EVENING, NIGHT AND WEEKEND SUPPORTOUR HOME HEALTH CARE TEAM TEACHES PATIENTS AND THEIR LOVED ONES TO CARE FOR THEIR NEEDS INDEPENDENTLY AT HOME. WE UNDERSTAND THAT PAIN AND SYMPTOMS CAN STILL WORSEN AND MAJOR CONCERNS MAY TAKE PLACE. WHEN THIS HAPPENS, SUPPORT IS AVAILABLE, WHETHER IT IS LATE EVENING, THE MIDDLE OF THE NIGHT, OR ON THE WEEKEND.CALL 3HC FIRSTBY CALLING 3HC FIRST, NO MATTER THE TIME OR DAY, UNNECESSARY EMERGENCY ROOM VISITS, HOSPITALIZATION, AND MEDICAL BILLS MAY BE AVOIDED. EXPERIENCED, SKILLED NURSES WILL BE AVAILABLE TO TAKE YOUR CALL, HEAR YOUR CONCERN AND TAKE APPROPRIATE ACTION. TIME IS OF THE ESSENCE IN THESE SITUATIONS. FOR THE BEST OUTCOME FOR THE PATIENT, AS WELL AS THE CAREGIVER, OUR TRAINED STAFF WILL QUICKLY ADDRESS THE PATIENT'S NEEDS AND PROVIDE A PLAN TO RELIEVE PAIN, SYMPTOMS, ETC. RECEIVING MEDICAL ADVICE DURING THE ONSET OF A MEDICAL CRISIS MINIMIZES THE RISKS OF MEDICAL COMPLICATIONS, SO WE DO OUR BEST TO HELP IN REDUCING THE DELAY IN CARE.ALONG WITH THE PATIENT AND CAREGIVER, PHYSICIANS CAN BE ASSURED THAT THEIR PATIENTS WILL BE CARED FOR AROUND THE CLOCK, USING THE SAME STANDARDS THEY ARE ACCUSTOMED TO WITHIN THEIR PRACTICE. WE STRIVE TO BE AN EXTENSION, WORKING HAND IN HAND WITH THE PATIENT'S PHYSICIANS, TO PROVIDE CONTINUITY OF QUALITY CARE.VETERANS CARE3HC PROVIDES COMPREHENSIVE HOSPICE SERVICES TO VETERANS. IN ADDITION TO PROVIDING ALL CORE HOSPICE SERVICES, 3HC PROVIDES SPECIALIZED SERVICES FOR VETERANS. THIS INCLUDES INDIVIDUALIZED CARE PLANS THAT ADDRESSES PHYSICAL, MEDICAL, AND PSYCHOLOGICAL ISSUES COMMON IN VETERANS AS WELL AS SOCIAL, SPIRITUAL, AND EMOTIONAL SUPPORT; ASSISTANCE IN IDENTIFYING AND SECURING MILITARY BENEFITS AND COMMUNITY RESOURCES; AND FORMAL RECOGNITION AND APPRECIATION FOR MILITARY SERVICE.3HC IS DEVOTED TO IMPROVING VETERAN CARE AND UNDERSTANDS THAT SAYING "THANK YOU FOR SERVING OUR COUNTRY" IS NOT ENOUGH. 3HC STRIVES TO IMPROVE SERVICES FOR VETERANS BY ENSURING VETERANS HAVE ACCESS TO QUALITY AND COMPASSIONATE END-OF-LIFE CARE, RECOGNIZING EACH VETERAN AND THEIR STORY, RECOGNIZING AND TREATING THE UNIQUE ISSUES FACING VETERANS AND THEIR FAMILIES, AND PARTNERING WITH VETERAN ORGANIZATIONS.3HC IS PROUD OF ITS VETERAN POPULATION AND IS NOW A 5-STAR PARTNER OF THE WE HONOR VETERANS PROGRAM. THIS PROGRAM IS A NATIONAL AWARENESS CAMPAIGN THAT WAS DEVELOPED BY THE NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION IN COLLABORATION WITH THE DEPARTMENT OF VETERAN AFFAIRS. WE HONOR VETERANS PROVIDES EDUCATIONAL TOOLS AND RESOURCES, INCLUDING PROMOTING VETERAN-CENTRIC EDUCATIONAL ACTIVITIES, INCREASING ORGANIZATIONAL CAPACITY TO SERVE VETERANS, SUPPORTING DEVELOPMENT OF STRATEGIC PARTNERSHIPS, INCREASING ACCESS, AND IMPROVING QUALITY. THE ACTIVITIES UNDER THIS PROGRAM REFLECT 3HC'S COMMITMENT TO ENSURING VETERANS HAVE ACCESS TO QUALITY END-OF-LIFE CARE. PEDIATRIC HOSPICE CAREFOR A TERMINALLY ILL CHILD, WHAT HAS BECOME NORMAL IS NO LONGER PLAYING WITH FRIENDS, GOING TO SCHOOL, AND BEGGING TO STAY UP ONE HOUR MORE AT NIGHT. LIFE HAS BECOME A SEA OF WORRIED ADULTS, PRICKING NEEDLES, AND FEELING TIRED AND IN PAIN AMIDST THE BLAND WALLS OF THE HOSPITAL. WHILE THE DECISION FOR THE PARENTS TO STOP ACTIVE TREATMENT AND BEGIN PEDIATRIC HOSPICE CARE IS A NIGHTMARE, FOR THE CHILD, THE FOCUS IS CREATING A NEW MORE COMFORTABLE ENVIRONMENT, WITH LESS PAIN, LESS FEAR, AND AS MUCH HAPPINESS AS POSSIBLE. WHERE THERE CAN NO LONGER BE HEALING OR RECOVERY, AT LEAST THERE CAN BE PEACE AND FAMILY. 35269424 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 617 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JENNIFER WHITLEY 9197351387 2402 WAYNE MEMORIAL DRIVE GOLDSBORO NC 27534 SHIRLEY HARKEY CHAIR 1.00 X X 0 0 0 J MICHAEL DAVIS VICE-CHAIR 1.00 X X 0 0 0 HAROLD BRASHEAR TREASURER 1.00 X X 0 0 0 DONNA LAKE SECRETARY 1.00 X X 0 0 0 JAY CARRAWAY BOARD MEMBER 1.00 X 0 0 0 NICOLE FROST BOARD MEMBER 1.00 X 0 0 0 EDITH TABRON BOARD MEMBER 1.00 X 0 0 0 VINCE WATSON BOARD MEMBER 1.00 X 0 0 0 LAUREN WIGGS BOARD MEMBER 1.00 X 0 0 0 JENNIFER WHITLEY CEO 40.00 X 205041 0 53612 KRISTY GRADY CHIEF QUALITY OFFICER 40.00 X 132272 0 63044 SARAH WILSON CHIEF FINANCIAL OFFICER 40.00 X 166661 0 42433 JAMIE MCLAMB SIMMONS CHIEF CLINICAL OFFICER 40.00 X 116815 0 32840 CATHY HEFFNER HOSPICE MEDICAL DIRECTOR 40.00 X 285692 0 57043 TAYLOR K GOODNOUGH HOSPICE PHYSICIAN 40.00 X 290818 0 14591 MICHAEL L KUDLA PHYSICAL THERAPIST 40.00 X 121749 0 42872 HEATHER HARDY HILL HOSPICE NURSE PRACTITIONER 40.00 X 121817 0 34101 JILL HOLLAND HOSPICE NURSE PRACTITIONER 40.00 X 116219 0 33967 JAMIE GRAHAM LEAD HOSPICE NURSE PRACTIONER 40.00 X 120895 0 12168 LOU ANN JONES FORMER COO THRU 12/23/2023 40.00 X 196414 0 20567 NICHOLAS LEE FORMER CEO THRU 06/30/2024 40.00 X 123894 0 33834 1998287 0 441072 32 1 1 0 0 25412 603030 628442 PATIENT REVENUE 621300 47714484 47714484 47714484 82663 82663 1458460 526276 826007 932184 -826007 106177 106177 40996 25412 36245 4751 4751 MISCELLANEOUS REVENUE 621300 31391 31391 31391 48567908 47714484 0 224982 X 1130554 676693 453861 21176144 14583839 6431925 160380 683185 460857 217598 4730 6982712 4662662 2273285 46765 1801198 1203976 585313 11909 181942 181942 79781 79781 7091181 6970838 119743 600 159004 159004 1817174 458071 1359103 1378207 66390 1311457 360 564049 303043 261006 1214642 1009253 149336 56053 18800 3109 15691 44307 19840 24467 491270 229845 261425 MEDICAL SUPPLIES 1510847 1499792 11055 OTHER 1418822 319163 824998 274661 OTHER PATIENT EXPENSES 1232330 1232330 PHARMACEUTICALS 851956 851956 717767 717767 50545872 35269424 14720990 555458 740109 940410 18537 103485 237485 149517 8007678 7919730 215709 578394 462214 13681765 10395769 3850663 3285996 4168980 2888913 831007 5000 2331292 1971705 20764145 17942679 4483599 4710941 2427528 1877124 6911127 6588065 X 12987535 10528512 865483 826102 13853018 11354614 20764145 17942679 X -1977964 -420362 -100078 X X 0 1 X 1 0 X 7257997 2783771 494234 462551 628442 11626995 43984306 46473345 45174559 48379564 47714484 231726258 40996 40996 51242303 49257116 45668793 48842115 48383922 243394249 4675 4675 0 4675 4675 243389574 227071 162245 296075 133725 82663 901779 227071 162245 296075 133725 82663 901779 14110 136678 32444 51393 31391 266016 51483484 49556039 45997312 49027233 48497976 244562044 0.99520 0.99500 0.00370 0.00360 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 14,110. 2021 AMOUNT: $ 136,678. 2022 AMOUNT: $ 32,444. 2023 AMOUNT: $ 51,393. 2024 AMOUNT: $ 31,391. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 692779 692779 6375525 4237104 2138421 461293 355571 105722 6152168 5803094 349074 3285996 BONDS 1795858 F STOCKS 4572 F HOSPICE 86254432 1088483 F 2888913 OTHER ASSETS 240420 RIGHT-OF-USE OPERATING LEASES 1302611 RIGHT-OF-USE FINANCING LEASES 428674 1971705 X 48123094 -420362 130772 -289590 48412684 155224 155224 48567908 50582117 36245 36245 50545872 0 50545872 PART X, LINE 2: THE AGENCY IS EXEMPT FROM CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAWS. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, CERTAIN TAX YEARS OF THE AGENCY MAY BE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RETRICTIONS 130,772. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS WITH DONOR RESTRICTIONS 191,469. FUNDRAISING EVENT EXPENSES -36,245. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 36,245. SPRING SOIREE 66408 25412 40996 5185 5455 20914 4500 191 66408 25412 40996 5185 5455 20914 4500 191 36245 4751 X X X 1 0 0 0 0 0 0 0 0 CATHY HEFFNER HOSPICE MEDICAL DIRECTOR 285692 0 0 0 0 0 8934 0 26543 0 321169 0 399778 0 TAYLOR K GOODNOUGH HOSPICE PHYSICIAN 290818 0 0 0 0 0 4737 0 6477 0 302032 0 320000 0 JENNIFER WHITLEY CEO 205041 0 0 0 0 0 8444 0 25588 0 239073 0 312265 0 LOU ANN JONES FORMER COO THRU 12/23/2023 196414 0 0 0 0 0 0 0 17424 0 213838 0 237548 0 SARAH WILSON CHIEF FINANCIAL OFFICER 166661 0 0 0 0 0 6406 0 22684 0 195751 0 251527 0 KRISTY GRADY CHIEF QUALITY OFFICER 132272 0 0 0 0 0 6320 0 55465 0 194057 0 258360 0 HEATHER HARDY HILL HOSPICE NURSE PRACTITIONER 121817 0 0 0 0 0 3993 0 30194 0 156004 0 190019 0 JILL HOLLAND HOSPICE NURSE PRACTITIONER 116219 0 0 0 0 0 3874 0 30210 0 150303 0 184153 0 NICHOLAS LEE FORMER CEO THRU 06/30/2024 123894 0 0 0 0 0 0 0 18913 0 142807 0 191562 0 PART I, LINE 4A LOUANN JONES RECEIVED $181,800 IN SERVERANCE PAY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY BEFORE IT IS FILED WITH THE IRS. THE OFFICERS REVIEW THE FORM BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS COMPLETE A DETAILED DISCLOSURE AND ACKNOWLEDGEMENT FORM. THE FORM ALSO STATES THAT THE PERSON SIGNING UNDERSTANDS A CONTINUING OBLIGATION TO REPORT POTENTIAL/ACTUAL CONFLICTS OF INTEREST. IF THERE IS A STATED OR PERCEIVED CONFLICT OF INTEREST, THE INVOLVED PERSON WOULD NOT VOTE ON ANY TRANSACTION OR OTHER MATTER IN WHICH HE/SHE HAS AN ACTUAL OR PERCEIVED CONFLICT. THE COMPLIANCE OFFICER IS RESPONSIBLE FOR ENSURING THE CONFLICT-OF-INTEREST POLICY IS REVIEWED EACH YEAR WITH THE BOARD MEMBERS AND THAT A SIGNED COPY OF THE CONFLICT-OF-INTEREST STATEMENT IS FILED IN THE COMPLIANCE FOLDER. IN ADDITION, LEGAL COUNSEL ATTENDS BOARD MEETINGS AND ADVISES IF A CONFLCIT OF INTEREST ARISES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD IS RESPONSIBLE FOR MAKING AN INDEPENDENT DETERMINATION ON THE CEO SALARY. THE CEO'S SALARY WAS DETERMINED IN 2024 BY USING THE "HOSPITAL AND HEALTHCARE COMPENSATION SERVICE" SURVEY AS A BENCHMARK. THE BOARD RECORDED ITS DISCUSSION AND APPROVAL OF THE CEO'S SALARY. GOING FORWARD, THE BOARD EVALUATES THE CEO'S PERFORMANCE ANNUALLY, AND THE CEO IS AWARDED A SALARY INCREASE IN LINE WITH THE METHODOLOGY USED AGROSS THE ORGANIZAQTION, UNLESS OTHERWISE DIRECTED BY THE BOARD. THE DIRECTOR OF HUMAN RESOURCES AND THE CFO PROVIDE MARKET COMPENSATION COMPARISON DATA FROM PAYSCALE, THE AGENCY'S COMPENSATION INSIGHTS TOOL, TO THE CEO AND THE BOARD OF DIRECTORS FOR REVIEW AND COMPENSATION CONSIDERATION. PAYSCALE PROVIDES COMPARATIVE DATA BASED ON BOTH COMPANY AND CROWD-SOURCED DATA. THE CEO MAKES AN INITIAL RECOMMENDATION TO THE BOARD FOR COMPENSATION OF OTHER EXECUTIVES, WITH THE FINAL DETERMINATIONS TO BE MADE BY THE BOARD. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025 FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 6,970,838. MANAGEMENT AND GENERAL EXPENSES 119,743. FUNDRAISING EXPENSES 600. TOTAL EXPENSES 7,091,181. FORM 990, PART XI, LINE 9: WRITE OFF OF RESTRICTED PLEDGES RECEIVABLE -100,078. FORM 990, PART XII, LINE 2C OVERSIGHT AND SELECTION PROCESS IS UNCHANGED FROM PRIOR YEAR.