2025-11-06T07:46:07-06:00 2024-12-31 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2024-01-01 561242526 CAROLINA CARING INC CARO 8284660466 3975 ROBINSON ROAD NEWTON NC 28658 DANA KILLIAN PRESIDENT / CEO 8284660466 2025-10-27 1 1 MATTHEW MCKINNEY P01707028 8283222070 2025-10-27 2024 2025-03-06 01:10:19Z DANA KILLIAN 3975 ROBINSON ROAD NEWTON NC 28658 33402102 0 X WWW.CAROLINACARING.ORG X 1979 NC PROVIDES PALLIATIVE AND SUPPORTIVE CARE FOR TERMINALLY ILL PATIENTS AND THEIR FAMILIES 16 16 554 0 0 0 336362 262384 35287225 29601384 254892 355461 6530000 551262 42408479 30770491 0 0 0 0 23761169 20467577 0 0 0 11807188 8704105 35568357 29171682 6840122 1598809 34138327 39257709 5752574 5782581 28385753 33475128 TO PROVIDE HIGH QUALITY, COMPASSIONATE CARE TO TERMINALLY ILL INDIVIDUALS AND THEIR FAMILIES 0 0 22092423 30155759 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 $258,000 IN DONATED SERVICES FROM VOLUNTEERS DURING THE YEAR. 22092423 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 10 0 1 554 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 VIRGINIA WRIGHT 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 BEN JENKINS DIRECTOR 1.00 X 0 0 0 LEKEISHA ELLIS DIRECTOR 1.00 X 0 0 0 DR BILLY L PRICE JR DIRECTOR 1.00 X 0 0 0 JENETTE SWISHER DIRECTOR 1.00 X 0 0 0 MOLLY GROSS 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 ANGELA HOSKING DIRECTOR 1.00 X 0 0 0 BILL PARRISH TREASURER 1.00 1.00 X X 0 0 0 DARRELL JOHNSON VICE-CHAIR 1.00 2.00 X X 0 0 0 D'ANN GRELL CHAIRPERSON 1.00 2.00 X X 0 0 0 ANN METZ DIRECTOR 1.00 X 0 0 0 AMY WOOD DIRECTOR 1.00 X 0 0 0 MATT FALLAW SECRETARY 1.00 X X 0 0 0 DANA KILLIAN PRESIDENT/CEO 50.00 1.00 X 292395 0 0 DR VIRGINIA JIMENEZ MEDICAL DIRECTOR 40.00 X 341019 0 0 TAMMY JENSEN CHIEF FINANCIAL OFFICER 40.00 X 199259 0 0 ANNETTE KISER CHIEF COMPLIANCE OFFICER 40.00 X 193595 0 0 DR CHARLES FRANKHOUSER STAFF PHYSICIAN 40.00 X 211010 0 0 SUSAN NELSON CHIEF OPERATING OFFICER 40.00 X 196603 0 0 1433881 0 0 25 0 1 0 TCN 162 N 400 E B200 ST GEORGE UT 84770 MANAGEMENT SERVICES 671038 PRODIGY VOICE & DATA LLC 27 1ST AVE NE 102 HICKORY NC 28601 IT SERVICES 378646 HOSPICE REVENUE RESOURCES 637 WILKIE ST DUNEDIN FL 34698 MEDICARE BILLING 179893 3 259269 3115 262384 MEDICARE AND MEDICAID 623990 28300531 28300531 PRIVATE INSURANCE 623990 1161053 1161053 ROOM AND BOARD 623990 139800 139800 29601384 354579 354579 2632493 2631611 882 882 882 MISCELLANEOUS 623990 482963 482963 CONTRACTED SERVICES REIMBURSEMENT 623990 68299 68299 551262 30770491 30152646 0 355461 X 292395 292395 16252440 11941263 4311177 2494545 1800442 694103 1428197 1030804 397393 44125 44125 23517 23517 143041 143041 585 585 55294 55294 192685 139071 53614 24545 24545 373159 269328 103831 129460 93438 36022 PROFESSIONAL CARE EXPEN 4301912 4262111 39801 COMPUTER CONSULTING 1131169 816423 314746 TELEIOUS EXPENSE 554755 400395 154360 MISCELLANEOUS EXPENSES 304642 219876 84766 1425216 1119272 305944 29171682 22092423 7079259 0 3795231 2547090 49855 28648 12058365 14048677 184517 190326 0 0 7435901 0 9587187 18180284 1027271 4262684 34138327 39257709 3782548 1097620 857877 723577 1112149 3961384 5752574 5782581 X 28385753 33475128 28385753 33475128 34138327 39257709 X 1598809 596138 2894427 X X 0 1 X 1 0 X 552560 812717 397448 336362 377894 2476981 552560 812717 397448 336362 377894 2476981 2476981 157260 198624 133099 282314 354579 1125876 3602857 0.68750 0.71450 X 151479 250000 250000 151479 151479 250000 250000 151479 288979 250000 387500 151479 390935 250000 351956 288979 426479 250000 285544 390935 0.00000 1.00000 0.00000 0 1 1 0 DUE FROM AFFILIATE 3525006 DEPOSIT 455000 OPERATING LEASE ASSET 282678 4262684 OPERATING LEASE LIABILITY 293954 DUE TO RELATED PARTY 667430 LINE OF CREDIT 3000000 3961384 X 31343112 596138 596138 30746974 23517 23517 30770491 29148165 0 29148165 23517 23517 29171682 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 341019 0 0 0 0 0 0 0 0 0 341019 0 0 0 DANA KILLIAN PRESIDENT/CEO 292395 0 0 0 0 0 0 0 0 0 292395 0 0 0 DR CHARLES FRANKHOUSER STAFF PHYSICIAN 211010 0 0 0 0 0 0 0 0 0 211010 0 0 0 TAMMY JENSEN CHIEF FINANCIAL OFFICER 199259 0 0 0 0 0 0 0 0 0 199259 0 0 0 SUSAN NELSON CHIEF OPERATING OFFICER 196603 0 0 0 0 0 0 0 0 0 196603 0 0 0 ANNETTE KISER CHIEF COMPLIANCE OFFICER 193595 0 0 0 0 0 0 0 0 0 193595 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 CHIEF 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 143,041. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 143,041. FORM 990, PART IX, LINE 24E CONTRACTED LABOR : PROGRAM SERVICE EXPENSES 277,235. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 277,235. TELEPHONE : PROGRAM SERVICE EXPENSES 197,264. MANAGEMENT AND GENERAL EXPENSES 76,049. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 273,313. REPAIRS AND MAINTENANCE : PROGRAM SERVICE EXPENSES 128,724. MANAGEMENT AND GENERAL EXPENSES 49,625. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,349. CONSULTING PHYSICIAN : PROGRAM SERVICE EXPENSES 164,062. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 164,062. DUES AND PUBLICATIONS : PROGRAM SERVICE EXPENSES 140,624. MANAGEMENT AND GENERAL EXPENSES 20,980. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,604. FOOD : PROGRAM SERVICE EXPENSES 86,469. MANAGEMENT AND GENERAL EXPENSES 33,336. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 119,805. POSTAGE / PRINTING / SHIPPING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 90,679. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,679. UTILITIES EXPENSE : PROGRAM SERVICE EXPENSES 64,519. MANAGEMENT AND GENERAL EXPENSES 24,873. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,392. LINENS : PROGRAM SERVICE EXPENSES 50,680. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,680. LANDSCAPING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,402. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,402. PHYSICIAN EDUCATION : PROGRAM SERVICE EXPENSES 9,695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,695. FORM 990, PART XI, LINE 9: TRANSFER TO CAROLINA CARING FOUNDATION -668,973. NONCONTROLLING INTEREST 3,563,400. 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 CARING HEALTH PARTNERS, INC NC 501(C)(3) LINE 12A, I N/A 0 COMPASSIONATE HEALTH PARTNERS LLC 3975 ROBINSON ROAD NEWTON NC 28658 990828259 CARING HEALTH PARTNERS, INC NC 501(C)(3) LINE 12A, I PROVIDES PALLIATIVE AND SUPPORTIVE CARE FOR TERMINALLY ILL PATIENTS 0 CARING HEALTH PARTNERS INC 3975 ROBINSON ROAD NEWTON NC 28658 934669218 CARING HEALTH PARTNERS, INC NC 501(C)(3) LINE 12A, I PROVIDES PALLIATIVE AND SUPPORTIVE CARE FOR TERMINALLY ILL PATIENTS 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CAROLINA CARING FOUNDATION INC R 659284 ACTUAL CAROLINA CARING FOUNDATION INC C 374778 ACTUAL COMPASSIONATE HEALTH PARTNERS D 5709340 ACTUAL