2023-10-17T16:24:01-05:00 2022-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STREET STE 1400 LEXINGTON KY 40507 990 2022-01-01 581343313 HOSPICE & PALLIATIVE CARECENTER HOSP 3367683972 101 HOSPICE LANE WINSTONSALEM NC 27103 DAVE SHELTON CFO 3367683972 2023-10-16 1 DAVE SHELTON 999009999 0 ALLISON C CARTER P01242412 8592552341 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TRELLIS SUPPORTIVE CARE LINDA W DARDEN 101 HOSPICE LANE WINSTONSALEM NC 27103 37384685 0 X WWW.TRELLISSUPPORT.ORG X 1978 NC HOSPICE & PALLIATIVE CARECENTER PROVIDES IN-HOME AND INPATIENT MEDICAL CARE FOR THE TERMINALLY ILL, TRAINS VOLUNTEERS TO ASSIST WITH FAMILIES OF PATIENTS, AND CONDUCTS EDUCATIONAL GRIEF SEMINARS FOR THE COMMUNITY. IN 2022, HOSPICE & PALLIATIVE CARECENTER CARED FOR 3,239 PATIENTS. 22 22 449 268 0 0 3249244 4020734 30971636 33304200 932 777 -22259 -45781 34199553 37279930 0 0 0 0 20488494 22553751 0 120000 825080 11649684 12543734 32138178 35217485 2061375 2062445 42862750 45626438 3085829 3787072 39776921 41839366 X HOSPICE & PALLIATIVE CARECENTER PROVIDES COMPASSIONATE CARE FOR THOSE INDIVIDUALS LIVING WITH A LIFE-LIMITING ILLNESS AND THEIR FAMILIES, THROUGH QUALITY MEDICAL, EMOTIONAL, SPIRITUAL, AND SOCIAL SUPPORT. 0 0 20640935 27599814 HOSPICE HOMECARE - PROVIDES MEDICAL CARE FOR TERMINALLY ILL PATIENTS, FOCUSING ON IMPROVING QUALITY OF LIFE, PHYSICAL AND EMOTIONAL COMFORT, DIGNITY AND PEACE OF MIND FOR PATIENTS AND THEIR FAMILIES. SKILLED PROFESSIONALS PROVIDE IN-HOME PATIENT SERVICES, INCLUDING NURSING HOMES, ASSISTED LIVING HOMES, GROUP HOMES, REST HOMES, AND RETIREMENT COMMUNITIES, REGARDLESS OF ABILITY TO PAY.IN 2022 HOSPICE & PALLIATIVE CARECENTER PROVIDED 143,052 DAYS OF CARE TO 2,266 PATIENTS IN THIS CAPACITY. 5634428 5515982 KATE B. REYNOLDS (KBR) HOSPICE HOME - 40-BED INPATIENT FACILITY THAT PROVIDES HOSPICE PATIENTS STATE OF THE ART CARE IN A BEAUTIFUL, HOME-LIKE SETTING. HOSPICE PATIENTS RECEIVING CARE AT HOME MAY BEADMITTED TO THE KBR HOSPICE HOME WHEN NECESSARY MEDICAL CARE IS NOT EASILY MANAGED AT HOME, OR WHEN A CAREGIVER IS IN NEED OF RESPITE.IN 2022, KATE B. REYNOLDS HOSPICE HOME PROVIDED 7,375 DAYS OF CARE TO 973 PATIENTS. 803992 188404 PALLIATIVE CARE PROGRAM - HOSPICE AND PALLIATIVE CARECENTER INVESTS IN AND MANAGES THE PALLIATIVE CARE PROGRAM. REVENUE INCLUDES REIMBURSMENTS FOR OPERATING AND MANAGEMENT EXPENSES. PROVIDES THE HIGHEST LEVEL OF GUIDANCE, MEDICAL ASSISTANCE, AND EMOTIONAL SUPPORT FOR PATIENTS WITH SERIOUS OR CHRONIC ILLNESSES TO RELIEVE PAIN AND OTHER SYMPTOMS. IN 2022, THE PALLIATIVE CARE PROGRAM PROVIDED CARE TO 718 PATIENTS. 579606 OTHER PROGRAM SERVICE REVENUE CONSISTS OF COMPLIMENTARY THERAPY, GRIEF COUNSELING, AND COMMUNITY EDUCATION. 579606 27658961 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 64 0 1 449 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NC X SUSAN BRANNOCK 3367683972 101 HOSPICE LANE WINSTONSALEM NC 27103 LOTTIE KAY CHAIR FOUNDATION 1.00 1.00 X 0 0 0 TERESA LINDSAY TREASURER 1.00 X 0 0 0 KEVIN BYERS SECRETARY 1.00 X 0 0 0 PETER JURAN CHAIR GOVERNING 1.00 1.00 X 0 0 0 MIKE GWYN VICE CHAIR GOVERNING 1.00 1.00 X 0 0 0 TIM SECHREST PAST CHAIR 1.00 X 0 0 0 BEVERLY BRADSTOCK MEMBER 1.00 X 0 0 0 DARCIE LEWIS MEMBER 1.00 X 0 0 0 SHARON GENTRY MEMBER 1.00 X 0 0 0 HALEY GINGLES MEMBER 1.00 X 0 0 0 JEANNE SAYERS MEMBER 1.00 X 0 0 0 KATHRYN CALLAHAN MEMBER 1.00 X 0 0 0 MIKE SILVER MEMBER 1.00 X 0 0 0 NANCY YOUNG MEMBER 1.00 X 0 0 0 RAMON VELEZ MEMBER 1.00 X 0 0 0 RICHARD BENNETT MEMBER 1.00 X 0 0 0 SAMARA LLEWELLYN MEMBER 1.00 X 0 0 0 SARAH WHITE MEMBER 1.00 X 0 0 0 STEPHANIE JOSEPH MEMBER 1.00 X 0 0 0 SUZANNE CAROON MEMBER 1.00 X 0 0 0 TANNER ROBINSON MEMBER 1.00 X 0 0 0 TEMBILA COVINGTON MEMBER 1.00 X 0 0 0 LINDA DARDEN CEO 39.00 1.00 X 256843 0 29414 DAVE SHELTON CFO 39.00 1.00 X 170671 0 22741 MICHAEL LALOR MEDICAL DIRECTOR 40.00 X 293694 0 14318 CATHY SHORE PHYSICIAN 40.00 X 151121 0 1928 NANCY SELLERS NURSE 40.00 X 152420 0 16460 VIRGINIA WHITE SR. VICE PRESIDENT 40.00 X 162405 0 22593 TIMOTHY CORBETT PHYSICIAN 40.00 X 248513 0 36253 BRENT SHARPE PHARMACIST 40.00 X 188884 0 9412 1624551 0 153119 20 0 1 0 HEALTH CAROUSEL TRAVEL NETWORK PO BOX 714216 CINCINNATI OH 452714216 CONTRACT HEALTHCARE STAFFING 384907 DAVIE NURSING & REHAB CENTER 498 MADISON ROAD MOCKSVILLE NC 27208 SKILLED NURSING & REHABILITATION FACILIT 326776 SNOWSHORE LTC GROUP LLC 728 PINEY GROVE ROAD KERNERSVILLE NC 27284 SKILLED NURSING FACILITY 197691 LEXINGTON HEALTH CARE CENTER 17 CORNELIA DRIVE LEXINGTON NC 27292 SKILLED NURSING & REHABILITATION FACILIT 179778 COMPASS HEALTHCARE & REHAB 1404 S SALISBURY AVE SPENCER NC 28159 SKILLED NURSING & REHABILITATION FACILIT 155617 9 37422 215946 947080 4890 2815396 24335 4020734 PATIENT SERVICE REVENUE 621610 33304200 33304200 33304200 1079 1079 11633 11935 -302 -302 -302 46384 215946 92820 -46436 -46436 OTHER INCOME 621610 655 655 655 37279930 33304200 0 -45004 X 787680 308012 479668 16967629 13454799 3112954 399876 281269 219857 55288 6124 3139734 2454207 617168 68359 1377439 1076690 270759 29990 10229 10229 90500 86000 4500 120000 120000 6014626 5491104 413030 110492 189155 160269 28886 649755 321903 308458 19394 388203 388203 439180 290987 148193 582475 548669 29902 3904 674267 261007 413260 126631 126631 PATIENT MEDICAL SUPPLIE 3074183 3074183 EQUIPMENT AND MAINTENAN 93616 56325 36177 1114 HOSPITALITY 73713 15305 40872 17536 PATIENT DIETARY SERVICE 72804 72804 64397 13109 36383 14905 35217485 27658961 6733444 825080 5276894 6510187 1735895 1737627 0 732451 25328859 26198524 310096 229141 300206 273112 20472152 10956461 9910800 9515691 0 429705 42862750 45626438 3085829 3357367 0 429705 3085829 3787072 X 37738821 38732055 2038100 3107311 39776921 41839366 42862750 45626438 2062445 0 X X 0 1 X 1 0 X 4499971 2358551 3626552 3249244 4020432 17754750 4499971 2358551 3626552 3249244 4020432 17754750 704882 17049868 3477 20320 104 1212 1079 26192 94904 112070 11055 17790 47341 283160 18064102 148366414 0.94390 0.92960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 427334 427334 427334 427334 427334 427334 1.00000 0 1 1 770919 770919 12262412 5556192 6706220 4655909 3851677 804232 2782912 1548592 1234320 9515691 X PART V, LINE 4: ENDOWMENT FUND EARNINGS WILL BE USED TO SUPPORT PROGRAMS AND SERVICES OF THE ORGANIZATION. PART X, LINE 2: THE TRELLIS ENTITIES ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CARECENTER QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION UNDER SECTION 509(A)(3). MANAGEMENT HAS EVALUATED TRELLIS' TAX POSITION AND CONCLUDED THAT TRELLIS HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. BECAUSE MANAGEMENT HAS NOT IDENTIFIED UNRELATED BUSINESS INCOME IN PAST YEARS, THE HOSPICE FOUNDATION HAS NOT FILED FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN. AS A RESULT, ALL YEARS ARE POTENTIALLY OPEN TO REVIEW BY TAXING AUTHORITIES. MANAGEMENT IS NOT AWARE OF ANY SIGNIFICANT ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. X X X X X X X 1 WHITNEY JONES PO BOX 17135 WINSTON SALEM NC 27116 FEASIBILITY CAMPAIGN STRATEGY/GRANT WRITING/ADMIN PLAN/LEADE 0 1568630 120000 1448630 1568630 120000 1448630 NC SPEAKER SERIES 101789 86649 15140 9639 11700 13397 HOSPICE HOPE RUN 91230 81110 10120 9859 2515 17110 3 69311 48187 21124 690 5034 13644 4795 4437 262330 215946 46384 690 24532 25344 7310 34944 92820 -46436 X X 0 0 0 0 0 0 0 1 0 MICHAEL LALOR MEDICAL DIRECTOR 289494 0 4200 0 0 0 13500 0 818 0 308012 0 0 0 LINDA DARDEN CEO 252643 0 4200 0 0 0 10144 0 19270 0 286257 0 0 0 TIMOTHY CORBETT PHYSICIAN 248513 0 0 0 0 0 9360 0 26893 0 284766 0 0 0 BRENT SHARPE PHARMACIST 188884 0 0 0 0 0 9412 0 0 0 198296 0 0 0 DAVE SHELTON CFO 166871 0 3800 0 0 0 8271 0 14470 0 193412 0 0 0 VIRGINIA WHITE SR. VICE PRESIDENT 158605 0 3800 0 0 0 7871 0 14722 0 184998 0 0 0 NANCY SELLERS NURSE 143095 0 9325 0 0 0 4419 0 12041 0 168880 0 0 0 CATHY SHORE PHYSICIAN 151121 0 0 0 0 0 0 0 1928 0 153049 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDES NON-FIXED PAYMENTS IN THE FORM OF ANNUAL BONUSES. THE PAYMENTS ARE DISCRETIONARY AND DECIDED BY THE PRESIDENT/CEO AND EXECUTIVE COMMITTEE OF THE GOVERNING BOARD BASED ON PERFORMANCE RELATIVE TO ESTABLISHED ANNUAL GOALS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS: WHEN THE FORM IS RECEIVED FROM THE PREPARING ACCOUNTING FIRM, THE ENTIRE FORM IS REVIEWED BY THE CFO AND THE FINANCE DEPARTMENT OF HOSPICE & PALLIATIVE CARECENTER. THIS REVIEW CONSISTS OF CHECKS FOR REASONABLENESS AND DIFFERENCES IN INFORMATION REPORTED TO PREPARING ACCOUNTING FIRM AND FINAL DOCUMENT. FOLLOWING THE CFO REVIEW, THE FORM IS MADE AVAILABLE TO THE ORGANIZATION'S EXECUTIVE COMMITTEE FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN A STATEMENT DISCLOSING WHETHER THEY ARE ENGAGED IN ANY ACTIVITIES THAT COULD BE CONSTRUED AS A CONFLICT OF INTEREST TO THE MISSION AND ACTIVITIES OF HOSPICE & PALLIATIVE CARECENTER. FORM 990, PART VI, SECTION B, LINE 15 DETERMINING COMPENSATION FOR THE ORGANIZATION CEO IS DONE BY THE GOVERNING BOARD OF DIRECTORS BY CONSULTING MARKET SURVEYS, PUBLISHED INDUSTRY STANDARDS, AND THE "HOSPICE & HOMECARE SALARY & BENEFITS REPORT". DETERMINING COMPENSATION FOR THE ORGANIZATION'S OTHER KEY EMPLOYEES IS DONE BY THE VP OF HUMAN RESOURCES BY CONSULTING MARKET SURVEYS, PUBLISHED INDUSTRY STANDARDS, AND THE "HOSPICE & HOMECARE SALARY & BENEFITS REPORT". FORM 990, PART VI, SECTION C, LINE 19 HOSPICE & PALLIATIVE CARECENTER DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR ITS FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. DOCUMENTS OPEN TO PUBLIC INSPECTION ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 593,424. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 593,424. OUTPATIENT SERVICES: PROGRAM SERVICE EXPENSES 316,309. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 316,309. MEDICAID R&B: PROGRAM SERVICE EXPENSES 2,912,415. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,912,415. HOSPITAL INPATIENT: PROGRAM SERVICE EXPENSES 994,037. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 994,037. OTHER FEES: PROGRAM SERVICE EXPENSES 674,919. MANAGEMENT AND GENERAL EXPENSES 413,030. FUNDRAISING EXPENSES 94,564. TOTAL EXPENSES 1,182,513. MARKETING/GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 11,258. TOTAL EXPENSES 11,258. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,670. TOTAL EXPENSES 4,670. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE'S PROCESS OF EVALUATION HAS NOT CHANGED SINCE PRIOR YEAR. FORM 990, PART VII, LINE 1A, COLUMN F, OTHER COMPENSATION THE ORGANIZATION, IN A FULL TRANSPARENCY POSTURE TO REPORTING, IS REPORTING ALL BENEFITS IN FULL IN COLUMN F, PART VII, AND IS NOT APPLYING THE $10,000 PER ITEM EXEMPTION FOR CERTAIN BENEFITS. THE HOSPICE FOUNDATION DBA TRELLIS SUPPORTIVE CARE FOUNDATION 101 HOSPICE LANE WINSTONSALEM NC 27103 561823562 SUPPORT OF HOSPICE & PALLIATIVE CARECENTER NC 501(C)(3) LINE 12A, I HOSPICE & PALLIATIVE CARECENTER 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 1 THE HOSPICE FOUNDATION DBA TRELLIS SUPPORTIVE CARE FOUNDATION C 947080 CASH THE HOSPICE FOUNDATION DBA TRELLIS SUPPORTIVE CARE FOUNDATION R 691112 CASH