2025-10-06T13:13:44-05:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2024-01-01 561452373 HOSPICE OF CLEVELAND COUNTY INC HOSP 7044874677 951 WENDOVER HEIGHTS DRIVE SHELBY NC 281503565 PETER A BRUNNICK PRESIDENT/CEO 7043750100 2025-09-29 1 1 MELANIE MCPEAK P01346034 7043771678 2024 2025-03-06 01:10:19Z VIA HEALTH PARTNERS PETER A BRUNNICK PO BOX 470408 CHARLOTTE NC 28247 21636991 0 X WWW.HOSPICECARES.CC X 1984 NC THE MISSION OF HOSPICE CLEVELAND COUNTY IS TO RELIEVE SUFFERING AND IMPROVE THE QUALITY AND DIGNITY OF LIFE THROUGH COMPASSIONATE HOSPICE CARE FOR THOSE AT THE END OF LIFE, PALLIATIVE CARE FOR THOSE WITH ADVANCED ILLNESS, AND THROUGH COMMUNITY EDUCATION. 21 21 192 75 0 0 1142836 841088 16610629 20282127 1935 116688 192619 11447 17948019 21251350 0 0 0 0 11140420 12458435 0 0 544339 7550697 8226857 18691117 20685292 -743098 566058 12119547 19364547 2467053 9145995 9652494 10218552 X THE MISSION OF HOSPICE CLEVELAND COUNTY IS TO RELIEVE SUFFERING AND IMPROVE THE QUALITY AND DIGNITY OF LIFE THROUGH COMPASSIONATE HOSPICE CARE FOR THOSE AT THE END OF LIFE, PALLIATIVE CARE FOR THOSE WITH ADVANCED ILLNESS, AND THROUGH COMMUNITY EDUCATION. 0 0 14440740 17100654 HOSPICE CLEVELAND COUNTY PROVIDES HOSPICE CARE IN A HOMECARE SETTING THAT CONSISTS OF COMPREHENSIVE END OF LIFE CARE FOR TERMINALLY ILL PATIENTS AND THEIR FAMILIES DURING THE FINAL STAGES OF ILLNESS. HOME HOSPICE CARE IS PROVIDED IN A PATIENT'S PRIVATE RESIDENCE, NURSING FACILITY, OR HOSPITAL. AS A NOT-FOR-PROFIT ORGANIZATION, HOME HOSPICE CARE IS PROVIDED REGARDLESS OF A PATIENT'S INSURANCE STATUS OR ABILITY TO PAY. THESE HOME HOSPICE CARE SERVICES INCLUDE AN INTERDISPLINARY TEAM THAT IS MADE UP OF NURSING CARE, PHYSICIAN VISITS, SOCIAL WORK AND CHAPLAIN SERVICES. IN ADDITION, ANCILLARY SERVICES AND BEREAVEMENT SUPPORT ARE PROVIDED TO THE PATIENT'S FAMILY 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 $505,627, AND IS NETTED WITH PATIENT SERVICE REVENUE ON THE STATEMENT OF ACTIVITIES. 3856345 2904899 HOSPICE CLEVELAND COUNTY OPERATES TWO HOSPICE HOUSES THAT PROVIDE HOSPICE INPATIENT AND RESIDENTIAL CARE FOR TERMINALLY ILL PATIENTS DURING THE FINAL STAGES OF ILLNESS. THE WENDOVER HOSPICE HOUSE HAS 16 BEDS AND THE TESTA FAMILY HOSPICE HOUSE HAS 8 BEDS. THESE HOSPICE HOUSE CARE SERVICES INCLUDE AN INTERDISCIPLINARY TEAM THAT IS MADE UP OF NURSING CARE, PHYSICIAN VISITS, SOCIAL WORK, AND CHAPLAIN SERVICES. IN ADDITION, ANCILLARY SERVICES AND BEREAVEMENT SUPPORT ARE PROVIDED TO THE PATIENT'S FAMILIES AFTER THE PATIENT'S DEATH. AS A NOT-FOR-PROFIT ORGANIZATION, HOSPICE CARE IS PROVIDED IN THE ORGANIZATION'S HOSPICE HOUSES REGARDLESS OF A PATIENT'S INSURANCE SOURCE OR ABILITY TO PAY. 1010948 276574 PALLIATIVE CARE CLEVELAND COUNTY PROVIDES A PROGRAM OF PAIN CONTROL, SYMPTOM MANAGEMENT, AND ASSISTANCE WITH DIFFICULT DECISION MAKING FOR PATIENTS WHO MAY NOT YET BE ELIGIBLE FOR COMPREHENSIVE HOSPICE CARE SERVICES. PALLIATIVE CARE SERVICES ARE OFFERED IN A PATIENT'S PRIVATE RESIDENCE, NURSING FACILITY, OR HOSPITAL. AS A NOT-FOR-PROFIT ORGANIZATION, THESE SERVICES ARE PROVIDED TO PATIENTS REGARDLESS OF THEIR INSURANCE SOURCE OR ABILITY TO PAY. 19308033 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 81 0 1 192 1 0 0 0 0 0 1 1 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 NC 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 DONNIELLE L GREEN PHYSICIAN 40.00 0.00 X 290858 0 21606 CHASITY JONES AFTER HOURS RN 40.00 0.00 X 128050 0 14265 ELIZABETH W NEWTON NURSE PRACTITIONER 40.00 0.00 X 125541 0 3481 BETH SCISM NURSE PRACTITIONER 40.00 0.00 X 119834 0 27856 RACHEL H HILL ASSISTANT VP 40.00 0.00 X 124045 0 29331 788328 2956921 207931 15 0 1 0 0 23103 817985 397514 841088 PATIENT SERVICE REVENUE 621610 20282127 20282127 20282127 116688 116688 12596 23103 13228 -632 -632 384492 372413 12079 12079 21251350 20282127 0 128135 10180991 9549388 359202 272401 144322 132344 7468 4510 1399057 1306215 46144 46698 734065 687710 20472 25883 110326 110326 67424 65528 1896 167227 115707 47802 3718 54603 54603 789315 570953 47821 170541 363361 340675 21858 828 333893 275838 54389 3666 61196 41455 18813 928 PATIENT ANCILLARY EXPEN 6075089 6075089 DEVELOPMENT EXPENSES 10313 393 2176 7744 194110 157663 30921 5526 20685292 19308033 832920 544339 3283176 4756804 0 6092837 325365 161770 2283012 2682164 65750 30104 7730 7438 7891767 2447878 5686109 5443889 468405 189541 12119547 19364547 1475115 1567405 991938 7578590 2467053 9145995 X 8855455 9668058 797039 550494 9652494 10218552 12119547 19364547 566058 0 X 0 1 X 1 0 X 963951 944260 1449958 1142036 841088 5341293 963951 944260 1449958 1142036 841088 5341293 128434 5212859 360400 15030 7560 1935 116688 501613 12129 12129 493 49213 173566 223272 6078307 77315168 0.85760 0.79970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 317000 317000 5169560 703676 4465884 2052537 1602690 449847 352670 141512 211158 5443889 DUE TO AFFILIATE 7521099 OPERATING LEASE OBLIGATION 57491 7578590 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. CHICKEN DINNER 28386 15790 12596 3782 8787 LIGHTING THE WAY 5541 5541 240 33927 21331 12596 3782 9027 12809 -213 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 DONNIELLE L GREEN PHYSICIAN 286058 0 4800 0 0 0 0 0 21606 0 312464 0 0 0 RACHEL H HILL ASSISTANT VP 112045 0 12000 0 0 0 3960 0 25371 0 153376 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 13554 SALES PROCEEDS X 358859 SALES PROCEEDS X 1 251 FMV X SUPPLIES 82 19445 FMV X AUCTION ITEMS 10 5405 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 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 SOLE MEMBER, HOSPICE & PALLIATIVE CARE CHARLOTTE REGION. 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 SOLE MEMBER, HOSPICE & PALLIATIVE CARE CHARLOTTE REGION. 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 SOLE MEMBER, HOSPICE & PALLIATIVE CARE CHARLOTTE REGION. 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 DIRECTOR'S 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 ORGANIZATION 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 HOSPICE OF CLEVELAND COUNTY & HOSPICE OF LAURENS COUNTY 1 HOSPICE OF LAURENS COUNTY PO BOX 470408 CHARLOTTE NC 28247 570843527 HOSPICE CARE SC 501(C)(3) LINE 7 HOSPICE & PALLIATIVE CARE CHARLOTTE REGION & HOSPICE OF CLEVELAND COUNTY 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 HOSPICE & PALLIATIVE CARE OF CHARLOTTE REGION E 7521099 BOOK