2023-05-11T09:24:30-05:00 2022-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2022-01-01 561242526 CAROLINA CARING INC CARO 8284660466 3975 ROBINSON ROAD NEWTON NC 28658 DANA KILLIAN PRESIDENT / CEO 8284660466 2023-05-09 1 DANA KILLIAN 999009999 1 MATTHEW MCKINNEY P01707028 8283222070 2023-05-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANA KILLIAN 3975 ROBINSON ROAD NEWTON NC 28658 37925082 0 X WWW.CAROLINACARING.ORG X 1979 NC PROVIDES PALLIATIVE AND SUPPORTIVE CARE FOR TERMINALLY ILL PATIENTS AND THEIR FAMILIES 17 17 470 248 0 0 812717 397448 28366924 32368230 2007246 170866 280942 316715 31467829 33253259 0 0 0 0 18804988 19653005 0 0 225 9715802 10225378 28520790 29878383 2947039 3374876 24245296 25282892 4602500 4047056 19642796 21235836 TO PROVIDE HIGH QUALITY, COMPASSIONATE CARE TO TERMINALLY ILL INDIVIDUALS AND THEIR FAMILIES 0 0 22979841 32684945 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 $172,000 IN DONATED SERVICES FROM VOLUNTEERS DURING THE YEAR. 22979841 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 24 0 1 470 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 DARRELL JOHNSON DIRECTOR 1.00 0.50 X 0 0 0 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 DAVID BOONE TREASURER 1.00 0.50 X X 0 0 0 D'ANN GRELL VICE-CHAIR 1.00 X X 0 0 0 JIM BOLTON CHAIRPERSON 1.00 0.50 X X 0 0 0 DAVID COOK PRESIDENT/CEO 50.00 0.50 X 212885 0 0 DR VIRGINIA JIMENEZ MEDICAL DIRECTOR 40.00 X 274017 0 0 DR DANNY ANDREWS STAFF PHYSICIAN 40.00 X 173593 0 0 DR SALLY NICKS STAFF PHYSICIAN 40.00 X 155874 0 0 DR CHARLES FRANKHOUSER STAFF PHYSICIAN 40.00 X 205181 0 0 DR LAURA WALKER STAFF PHYSICIAN 40.00 X 192990 0 0 1214540 0 0 19 0 1 0 TCN 162 N 400 E B200 ST GEORGE UT 84770 MANAGEMENT SERVICES 1262753 HOSPICE REVENUE RESOURCES 637 WILKIE ST DUNEDIN FL 34698 MEDICARE BILLING 107290 2 396920 528 397448 MEDICARE AND MEDICAID 623990 30497927 30497927 PRIVATE INSURANCE 623990 1236769 1236769 ROOM AND BOARD 623990 633534 633534 32368230 133099 133099 4709590 4671823 37767 37767 37767 CONTRACTED SERVICES REIMBURSEMENT 623990 175383 175383 MISCELLANEOUS 623990 141332 141332 316715 33253259 32684945 0 170866 X 212885 212885 15476393 12197108 3279285 2596267 2018382 577885 1367460 1063086 304374 56649 56649 22384 22384 49846 49846 22152 22152 59421 59421 136999 106505 30494 35367 35367 448464 348643 99821 125450 97527 27923 PROFESSIONAL CARE EXPEN 4989023 3878550 1110473 TELEIOS EXPENSE 1290722 1003429 287293 COMPUTER CONSULTING 1270623 987804 282819 MISCELLANEOUS EXPENSE 328604 255289 73090 225 1389674 1023518 366156 29878383 22979841 6898317 225 4841054 3804127 340778 49698 3998821 4737200 284074 314279 14670370 7187732 7578985 7482638 7098499 8525524 103085 369426 24245296 25282892 3484332 2757435 1118168 987119 0 302502 4602500 4047056 X 19642796 21235836 19642796 21235836 24245296 25282892 X 3374876 -1312537 -469299 X X 0 1 X 1 0 X 132927 217771 552560 812717 397448 2113423 132927 217771 552560 812717 397448 2113423 2113423 137465 154618 157260 198624 133099 781066 2894489 0.73020 0.72640 X 288979 250000 387500 151479 390935 250000 351956 288979 426479 250000 285544 390935 170212 300000 43733 426479 151479 18733 170212 0.00000 1.00000 0.00000 0 1 1 356050 356050 9581670 3655667 5926003 482400 109480 372920 4233400 3412194 821206 16850 10391 6459 7482638 LEASE LIABILITY 302502 302502 X 31918338 -1312537 -1312537 33230875 22384 22384 33253259 29855999 0 29855999 22384 22384 29878383 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 274017 0 0 0 0 0 0 0 0 0 274017 0 0 0 DAVID COOK PRESIDENT/CEO 212885 0 0 0 0 0 0 0 0 0 212885 0 0 0 DR CHARLES FRANKHOUSER STAFF PHYSICIAN 205181 0 0 0 0 0 0 0 0 0 205181 0 0 0 DR LAURA WALKER STAFF PHYSICIAN 192990 0 0 0 0 0 0 0 0 0 192990 0 0 0 DR DANNY ANDREWS STAFF PHYSICIAN 173593 0 0 0 0 0 0 0 0 0 173593 0 0 0 DR SALLY NICKS STAFF PHYSICIAN 155874 0 0 0 0 0 0 0 0 0 155874 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 49,846. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,846. FORM 990, PART IX, LINE 24E DUES AND PUBLICATIONS : PROGRAM SERVICE EXPENSES 312,160. MANAGEMENT AND GENERAL EXPENSES 14,381. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 326,541. TELEPHONE : PROGRAM SERVICE EXPENSES 198,677. MANAGEMENT AND GENERAL EXPENSES 56,884. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 255,561. CONSULTING PHYSICIAN : PROGRAM SERVICE EXPENSES 166,316. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 166,316. REPAIRS AND MAINTENANCE : PROGRAM SERVICE EXPENSES 123,884. MANAGEMENT AND GENERAL EXPENSES 35,470. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,354. FOOD : PROGRAM SERVICE EXPENSES 101,271. MANAGEMENT AND GENERAL EXPENSES 28,995. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 130,266. POSTAGE / PRINTING / SHIPPING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 126,911. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,911. UTILITIES EXPENSE : PROGRAM SERVICE EXPENSES 78,713. MANAGEMENT AND GENERAL EXPENSES 22,537. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 101,250. BAD DEBT EXPENSE : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 72,302. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,302. LINENS : PROGRAM SERVICE EXPENSES 31,478. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,478. PHYSICIAN EDUCATION : PROGRAM SERVICE EXPENSES 11,019. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,019. LANDSCAPING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,676. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,676. FORM 990, PART XI, LINE 9: TRANSFER TO CAROLINA CARING FOUNDATION -463,633. OTHER ADJUSTMENT -5,666. 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 478987 ACTUAL CAROLINA CARING FOUNDATION INC C 396920 ACTUAL