2025-10-06T13:22:46-05:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2024-01-01 570843527 HOSPICE OF LAURENS COUNTY INC HOSP 8648336287 PO BOX 470408 CHARLOTTE NC 28247 PETER A BRUNNICK PRESIDENT & CEO 8648336287 2025-09-29 1 1 MELANIE MCPEAK P01346034 7043771678 2024 2025-03-06 01:10:19Z PETER A BRUNNICK PO BOX 470408 CHARLOTTE NC 28247 16875098 0 X WWW.HOSPICEOFLAURENSCOUNTY.ORG X 1987 SC OPERATING SINCE 1987, HOSPICE OF LAURENS COUNTY (HOLC) PROVIDES EXPERT END OF LIFE CARE, INCLUDING HOSPICE, GRIEF SUPPORT AND COMMUNITY EDUCATION. HOLC IS COMMITTED TO OFFERING QUALITY OF LIFE TO PATIENTS AND FAMILIES IN OUR COMMUNITY WHO ARE COPING WITH TERMINAL ILLNESS. 21 21 178 27 0 0 469985 582732 9508235 15911266 19 9409 -9124 -21643 9969115 16481764 0 0 0 0 6545866 9790853 0 0 326748 3647293 6282699 10193159 16073552 -224044 408212 8086660 9226358 10132325 10863811 -2045665 -1637453 X TO PROVIDE PHYSICAL, SPIRITUAL, AND EMOTIONAL COMFORT TO PATIENTS AND THEIR FAMILIES DEALING WITH A TERMINAL ILLNESS. 1 0 14267315 15804392 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 MULTIPLE SETTINGS, INCLUDING THE PATIENT'S PRIVATE RESIDENCE, NURSING FACILITIES, OR OUR OWN HOSPICE HOUSE. AS A NOT-FOR-PROFIT ORGANIZATION, HOSPICE OF LAURENS COUNTY 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.PATIENTS WITH NO INSURANCE OR INADEQUATE INCOME, BASED ON DEPARTMENT OF HEALTH POVERTY GUIDELINES, QUALIFY FOR CHARITY CARE. CARE IS PROVIDED ON A SLIDING FEE SCALE. DURING THE YEAR ENDED DECEMBER 31, 2024, THE AMOUNT OF CHARITY CARE WAS $283,458, AND IS NETTED WITH PATIENT SERVICE REVENUE ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES. 482281 106874 PALLIATIVE CARE SERVICES - PALLIATIVE CARE IS PROVIDED TO PATIENTS WHO MAY NOT YET BE ELIGIBLE FOR COMPREHENSIVE HOSPICE CARE SERVICES. PALLIATIVE CARE PROVIDES A PROGRAM OF PAIN CONTROL, SYMPTOM MANAGEMENT, AND ASSISTANCE WITH DIFFICULT DECISON MAKING. PALLIATIVE CARE SERVICES ARE PROVIDED IN MULTIPLE SETTINGS, INCLUDING THE PATIENT'S PRIVATE RESIDENCE AND NURSING FACILITIES. AS A NOT FOR PROFIT ORGANIZATION, HOSPICE OF LAURENS COUNTY PROVIDES THESE SERVICES WITHOUT REGARD TO A PATIENT'S INSURANCE STATUS OR ABILITY TO PAY. 14749596 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 64 0 1 178 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 SC X PETER A BRUNNICK 7043750100 PO BOX 470408 CHARLOTTE NC 28247 JOHN A MORRICE CHAIR 1.00 2.00 X X 0 0 0 LAURA ENGEL IMMEDIATE PAST CHAIR 1.00 2.00 X X 0 0 0 JANE B NEESE PAST BOARD CHAIR 1.00 2.00 X X 0 0 0 GREGORY R KILPATRICK SECRETARY 1.00 2.00 X X 0 0 0 MICHAEL A MCNAMARA TREASURER 1.00 2.00 X X 0 0 0 JEFFREY G GORE VICE CHAIR 1.00 2.00 X X 0 0 0 MICHAEL I ROSE VICE CHAIR 1.00 2.00 X X 0 0 0 RICHARD BATTLE DIRECTOR 1.00 2.00 X 0 0 0 CHRISTI T CADD DIRECTOR 1.00 2.00 X 0 0 0 HEATHER G CARSON DIRECTOR 1.00 2.00 X 0 0 0 SHERYL CHAPMAN DIRECTOR 1.00 2.00 X 0 0 0 CASEY DORSEY DIRECTOR 1.00 2.00 X 0 0 0 PATRICK FLETCHER DIRECTOR 1.00 2.00 X 0 0 0 GREGORY GRIER DIRECTOR 1.00 2.00 X 0 0 0 DAVID H JONES DIRECTOR 1.00 2.00 X 0 0 0 COLLIE LEHN DIRECTOR 1.00 2.00 X 0 0 0 BRYAN R MIDURA DIRECTOR 1.00 2.00 X 0 0 0 MEREDITH PINSON DIRECTOR 1.00 2.00 X 0 0 0 ASHLEY LOVE SUMRALL MD DIRECTOR 1.00 2.00 X 0 0 0 JOSEPH TYSINGER DIRECTOR 1.00 2.00 X 0 0 0 JONATHAN WEATHERS DIRECTOR 1.00 2.00 X 0 0 0 PETER A BRUNNICK PRESIDENT & CEO 1.00 41.00 X 0 786022 10806 MICHAEL BOLEWITZ CHIEF OPERATING OFFICER 1.00 41.00 X 0 509012 0 TODD FONTENOT CHIEF FINANCIAL OFFICER 1.00 41.00 X 0 494550 32496 BRIDGET I HILLER CHIEF MEDICAL OFFICER 1.00 41.00 X 0 468394 25297 DEAN H FORMAN CHIEF STRATEGY OFFICER 1.00 41.00 X 0 418653 10511 PETE DAVIES CHIEF INFORMATION OFFICER 1.00 41.00 X 0 280290 32282 KARLA FERNANDEZ GV CLINIC ADM SUPERVISOR 40.00 0.00 X 162798 0 18606 JASON WILLIS AVP OF OPERATIONS 40.00 0.00 X 137702 0 25469 JESSICA LAWSON NURSE 40.00 0.00 X 134228 0 4090 DEBORAH D MOYER NURSE 40.00 0.00 X 127515 0 19643 CATHY P PASCO NURSE PRACTIONER 40.00 0.00 X 126682 0 9373 688925 2956921 188573 11 0 1 0 0 56835 525897 373277 582732 PATIENT SERVICE REVENUE 623000 15911266 15911266 15911266 9409 9409 5436 56835 27079 -21643 -21643 366255 366255 0 16481764 15911266 0 -12234 8181033 7412437 588169 180427 85860 73552 9841 2467 926895 837063 58940 30892 597065 541587 42593 12885 520210 434978 85070 162 43185 43185 145244 109095 24109 12040 1930 1930 334117 289964 835 43318 381431 335496 45921 14 225777 215031 2860 7886 67865 27815 8221 31829 PATIENT ANCILLARY EXPEN 4432026 4432026 DEVELOPMENT EXPENSES 2437 250 937 1250 128477 38372 86527 3578 16073552 14749596 997208 326748 3092169 2825094 187082 187101 1525423 2337854 45458 41195 8876 12663 7526783 3836103 3056577 3690680 51500 51500 119575 80271 8086660 9226358 807689 1085830 9324636 9777981 10132325 10863811 X -2054305 -1637453 8640 0 -2045665 -1637453 8086660 9226358 408212 0 X 0 1 X 1 0 X 325694 187508 574438 469985 582732 2140357 325694 187508 574438 469985 582732 2140357 154752 1985605 349 29 937 19 9409 10743 8054 11199 19253 2170353 36616064 0.91490 0.92050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 263607 263607 6068683 2824523 3244160 15661 3563 12098 1015638 854595 161043 163194 153422 9772 3690680 DUE TO AFFILIATES 9695285 OPERATING LEASE OBLIGATION 82696 9777981 X PART X, LINE 2: MANAGEMENT HAS EVALUATED THE EFFECT OF FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS BY PRESCRIBING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO A TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. FLIGHT OF THE DOVE 56171 50735 5436 6095 18451 56171 50735 5436 6095 18451 24546 -19110 0 0 0 0 0 0 0 1 0 PETER A BRUNNICK PRESIDENT & CEO 0 594791 0 189623 0 1608 0 0 0 10806 0 796828 0 0 TODD FONTENOT CHIEF FINANCIAL OFFICER 0 380249 0 112693 0 1608 0 0 0 32496 0 527046 0 0 MICHAEL BOLEWITZ CHIEF OPERATING OFFICER 0 393846 0 113558 0 1608 0 0 0 0 0 509012 0 0 BRIDGET I HILLER CHIEF MEDICAL OFFICER 0 383104 0 83682 0 1608 0 0 0 25297 0 493691 0 0 DEAN H FORMAN CHIEF STRATEGY OFFICER 0 328215 0 78369 0 12069 0 10111 0 400 0 429164 0 0 PETE DAVIES CHIEF INFORMATION OFFICER 0 221633 0 57422 0 1235 0 0 0 32282 0 312572 0 0 KARLA FERNANDEZ GV CLINIC ADM SUPERVISOR 140972 0 21710 0 116 0 0 0 18606 0 181404 0 0 0 JASON WILLIS AVP OF OPERATIONS 124702 0 13000 0 0 0 3624 0 21845 0 163171 0 0 0 PART I, LINE 3 THE ORGANIZATION'S PRESIDENT & CEO IS COMPENSATED BY HOSPICE & PALLIATIVE CARE CHARLOTTE REGION (HPCCR), A RELATED ORGANIZATION. HPCCR USES A COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE WHEN ESTABLISHING THE COMPENSATION OF THE PRESIDENT & CEO. 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 EXECUTIVES' PERFORMANCE AND DETERMINATION OF BONUS PAYMENT IS MADE BY THE PRESIDENT/CEO AND VP OF HUMAN RESOURCES. X 366255 SALES PROCEEDS X FUNDRAISING ITEMS 18 5436 FMV X SUPPLIES 11 1586 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNTS REPORTED IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS MADE FOR THAT RESPECTIVE ITEM. FORM 990, PART III, LINE 2 DURING THE TAX YEAR, THE ORGANIZATION BEGAN CONDUCTING PALLIATIVE CARE SERVICES. MORE INFORMATION ABOUT THIS PROGRAM CAN BE FOUND IN PART III LINE 4B OF THIS RETURN. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS HOSPICE & PALLIATIVE CARE CHARLOTTE REGION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS OF THE ORGANIZATION SHALL AT ALL TIMES BE COMPRISED ONLY OF THE INDIVIDUALS THEN SERVING AS MEMBERS OF THE BOARD OF DIRECTORS OF THE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENTS TO THE BYLAWS MAY ONLY BE MADE BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS OF THE MEMBER. NO LOANS SHALL BE CONTRACTED ON BEHALF OF THE ORGANIZATION AND NO INDEBTEDNESS SHALL BE ISSUED IN ITS NAME UNLESS AUTHORIZED BY A RESOLUTION OF THE BOARD OF DIRECTORS OF THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B BEFORE SUBMITTING THE FORM 990 TO THE IRS, THE ORGANIZATION EMAILS THE FINAL COPY OF THE FORM 990, INCLUDING ALL REQUIRED SCHEDULES, TO ALL VOTING MEMBERS OF THE GOVERNING BODY. THE FINANCE COMMITTEE MAKES A FULL REVIEW OF THE PREPARED RETURN. ANY COMMENTS OR QUESTIONS REGARDING THE RETURN ARE DISCUSSED AT THE NEXT SCHEDULED MEETING OF THE FULL BOARD. THE BOARD CHAIR, OR DESIGNEE, IS RESPONSIBLE FOR FACILITATING THE REVIEW. FORM 990, PART VI, SECTION B, LINE 12C WHEN A POTENTIAL CONFLICT OF INTEREST IS IDENTIFIED, THE CONFLICT WILL BE RESOLVED BY EITHER THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE, WHEN A BOARD MEMBER IS INVOLVED, OR BY THE CEO AND THE VICE PRESIDENT OF HUMAN RESOURCES WHEN THE CONFLICT INVOLVES AN EMPLOYEE. IN EACH CASE, A MEETING WILL BE CALLED WITH THE INDIVIDUAL WITH THE POTENTIAL CONFLICT AND THE PARTIES WILL REACH A MUTUALLY AGREED UPON RESOLUTION. IF A CONFLICT OF INTEREST CANNOT BE RESOLVED TO THE SATISFACTION OF BOTH PARTIES, OR IF THERE IS A FAILURE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY, THEN ACTIONS NECESSARY TO ELIMINATE THE CONFLICT OF INTEREST WILL BE TAKEN, UP TO AND INCLUDING THE RESIGNATION OF EITHER THE BOARD MEMBER OR EMPLOYEE. NO BOARD MEMBER OR COMMITTEE MEMBER WILL BE PERMITTED TO BE PRESENT FOR DISCUSSION OF OR BE PERMITTED TO VOTE ON ANY SPECIFIC ISSUE IN WHICH HE OR SHE HAS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 KEY PERSONNEL IN SUPPORT OF THE FOUNDATION ARE EMPLOYEES OF A RELATED ORGANIZATION, HOSPICE & PALLIATIVE CARE CHARLOTTE REGION, AND ARE SUBJECT TO COMPENSATION, CLASSIFICATION AND ALL OTHER PERSONNEL POLICIES OF THAT ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON A REQUEST BASIS. HOSPICE & PALLIATIVE CARE CHARLOTTE REGION PO BOX 470408 CHARLOTTE NC 28247 561219017 HOSPICE CARE NC 501(C)(3) LINE 7 N/A 0 HOSPICE OF CLEVELAND COUNTY 951 WENDOVER HEIGHTS DRIVE SHELBY NC 28150 561452373 HOSPICE CARE NC 501(C)(3) LINE 7 HOSPICE & PALLIATIVE CARE CHARLOTTE REGION & HOSPICE OF LAURENS COUNTY 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 1 HOSPICE & PALLIATIVE CARE CHARLOTTE REGION E 9695285 BOOK