2026-02-03T14:03:10-06:00 2025-09-30 332394145 RM ADVISORY LLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2024-10-01 561376577 HOSPICE OF IREDELL COUNTY INC HOSP 7048734719 2347 SIMONTON ROAD STATESVILLE NC 286258246 MICHAEL SMITH PRESIDENT/CEO 7048734719 2026-02-03 1 MATTHEW MCKINNEY P01707028 8283222070 2026-02-03 2024 2025-03-06 01:10:19Z MICHAEL SMITH 2347 SIMONTON ROAD STATESVILLE NC 28625 28021973 0 X WWW.HOIC.ORG X 1982 NC TO HONOR LIFE BY PROVIDING EXTRAORDINARY CARE WITH COMPASSION, COMFORT AND DIGNITY TO OUR PATIENTS, FAMILIES AND COMMUNITY. 14 14 240 198 0 0 1126731 2121852 18909786 21157517 618638 591301 30163 -15432 20685318 23855238 0 0 0 0 15115324 15568963 0 0 171070 5128972 5810099 20244296 21379062 441022 2476176 31829714 35142149 2631133 2860626 29198581 32281523 TO HONOR LIFE BY PROVIDING EXTRAORDINARY CARE WITH COMPASSION, COMFORT AND DIGNITY TO OUR PATIENTS, FAMILIES AND COMMUNITY. 0 0 14577785 21164565 IN FY 2024-2025, HOSPICE OF IREDELL COUNTY SERVED 2,468 PATIENTS BETWEEN HOSPICE & PALLIATIVE CARE PATIENTS. ONCE DIAGNOSED AND ADMITTED TO HOSPICE CARE, A PATIENT IS SEEN REGULARLY BY HOSPICE-TRAINED NURSES, NURSE AIDS, SOCIAL WORKERS AND VOLUNTEERS. BEREAVEMENT AND CHAPLAIN SERVICES ARE ALSO AVAILABLE TO PATIENTS AND THEIR FAMILIES AND CAREGIVERS. 14577785 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 240 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NC X X MICHAEL SMITH 7048734719 2347 SIMONTON ROAD STATESVILLE NC 28625 EMILY CAVINESS DIRECTOR 1.00 X 0 0 0 KRISTIE BARAZSU DIRECTOR 1.00 X 0 0 0 PAMELA BRITT DIRECTOR 1.00 X 0 0 0 ORIAN HOLLAND DIRECTOR 1.00 X 0 0 0 WILLIAM H COFFEY DIRECTOR 1.00 X 0 0 0 RONALD MACK DIRECTOR 1.00 X 0 0 0 WENDY GORDON PAKE DIRECTOR 1.00 X 0 0 0 BRENDA A BURK SECRETARY 1.00 X X 0 0 0 RAY ENGLEBERT DIRECTOR 1.00 X 0 0 0 DEVINA TALWAR MD DIRECTOR 1.00 X 0 0 0 DOROTHY WOODARD VICE CHAIR 1.00 X X 0 0 0 BRANDON LAWS TREASURER 1.00 X X 0 0 0 MARK CHILDERS DIRECTOR 1.00 X 0 0 0 JOSHUA SELF BOARD CHAIR 1.00 X X 0 0 0 CATHERINE CARNES CHIEF MEDICAL OFFICER 40.00 X 309952 0 0 CHARLES ASHE CHIEF OPERATIONS OFFICER 40.00 X 144979 0 0 DANA BELL CHIEF CLINICAL OFFICER 40.00 X 154145 0 0 MICHAEL SMITH PRESIDENT/CEO 40.00 X 196282 0 0 SUSAN GILBERT PHYSICIAN 40.00 X 133955 0 0 WENDY LEWIS PHYSICIAN 40.00 X 119301 0 0 WHITNEY MOOSE PHYSICIAN 40.00 X 117231 0 0 SUSAN STURGESS PHYSICIAN 40.00 X 239182 0 0 MORIAH SPECHT PHYSICIAN 40.00 X 133734 0 0 1548761 0 0 12 0 1 0 0 294681 1827171 2121852 MEDICARE/MEDICAID 621610 19756910 19756910 PRIVATE INSURANCE 621610 1269199 1269199 SELF PAY 621610 131408 131408 21157517 500926 500926 4176165 4085790 90375 90375 90375 58465 294681 80945 -22480 -22480 OTHER INCOME 621610 7048 7048 7048 23855238 21164565 0 568821 X 805358 805358 11568326 8983215 2462060 123051 3195279 2308981 839834 46464 178899 178899 73633 73633 11886 11886 106444 225 106219 3408 3408 409198 356387 52055 756 269650 2346 266505 799 935 935 486588 486588 117807 117807 PHARMACY 866028 866028 CONTRACT LABOR 724819 724819 MEDICAL EQUIPMENT 483387 483387 COMPUTER MAINTENANCE 359292 2381 356911 1718125 850016 868109 21379062 14577785 6630207 171070 2007858 3589130 14666787 15877989 157500 502458 1869915 2044073 253880 94982 14521625 4546971 10335749 9974654 1921480 1819360 616545 1239503 31829714 35142149 2591765 2860626 94 0 39274 0 2631133 2860626 X 29198581 32281523 29198581 32281523 31829714 35142149 2476176 606766 0 X X 0 1 X 1 0 X 4136047 1160919 860051 1126731 2180317 9464065 16389410 17653531 17846464 18909786 21157517 91956708 20525457 18814450 18706515 20036517 23337834 101420773 0 0 0 101420773 595769 271869 324016 521298 500926 2213878 595769 271869 324016 521298 500926 2213878 21121226 19086319 19030531 20557815 23838760 103634651 0.97860 0.97930 0.02140 0.02070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2175084 275777 15155 2435706 1870272 318747 13935 2175084 1705334 177944 13006 1870272 1895346 84409 -261177 13244 1705334 1550482 4160 353162 12458 1895346 0 0 1138250 1138250 11374484 3079978 8294506 1815768 1412413 403355 193123 54580 138543 9974654 X 24415757 606766 80945 687711 23728046 73633 53559 127192 23855238 21332815 80945 80945 21251870 73633 53559 127192 21379062 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO ACCUMLATE A POOL OF ASSETS SUFFICIENT TO BUILD CAPITAL FOR FUTURE USE AS WELL AS TO MEET IMMEDIATE AND NEAR-TERM OBLIGATIONS AND COMMITMENTS THAT ARE IN LINE WITH THE ORGANIZATION'S MISSION. PART X, LINE 2: THE ORGANIZATION HAS IMPLEMENTED THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF THE END OF THE CURRENT AND PRIOR YEARS, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND RECOGNIZED NO SUCH INTEREST OR PENALTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 80,945. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 53,559. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 80,945. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 53,559. RIDE & RUN 50002 37125 12877 7785 GALA 85386 82061 3325 36935 3 217758 175495 42263 36225 353146 294681 58465 80945 80945 -22480 1 X X X X X X 0 0 0 0 0 0 0 0 0 CATHERINE CARNES CHIEF MEDICAL OFFICER 309952 0 0 0 0 0 0 0 0 0 309952 0 0 0 SUSAN STURGESS PHYSICIAN 239182 0 0 0 0 0 0 0 0 0 239182 0 0 0 MICHAEL SMITH PRESIDENT/CEO 196282 0 0 0 0 0 0 0 0 0 196282 0 0 0 DANA BELL CHIEF CLINICAL OFFICER 154145 0 0 0 0 0 0 0 0 0 154145 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A EDWIN HUNTER, SARA HAIRE-TICE, AND WALTER JONES JR. ARE ADVOCATE BOARD MEMBERS WHO ARE NOT ELIGIBLE TO VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED DIRECTLY FROM THE AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION WHICH WERE PRESENTED TO AND APPROVED BY THE FINANCE COMMITTEE OF THE ORGANIZATION AS THE DULY AUTHORIZED COMMITTEE DESIGNATED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS IN FINANCIAL MATTERS. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE AND VOLUNTEER IS TRAINED ON CONFLICTS OF INTEREST UPON HIRE AND EACH SIGN A CONFLICT OF INTEREST STATEMENT. EMPLOYEES MUST DISCLOSE CONFLICTS OF INTEREST OR FACE POSSIBLE TERMINATION. SUPERVISORS MONITOR OUTSIDE EMPLOYMENT OF ALL EMPLOYEES FOR POTENTIAL CONFLICTS OF INTEREST. IN 2012, A CODE OF CONDUCT BOOKLET WAS DEVELOPED BY THE BOARD OF DIRECTORS AND DISTRIBUTED TO ALL EMPLOYEES. IT WAS UPDATED IN 2016. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION COMPARES COMPENSATION LEVELS WITH OTHER ORGANIZATIONS IN THE SAME FIELD, REGION, AND COMPARABLE SIZE. IN ADDITION, THE ORGANIZATION REVIEWS COMPENSATION LEVELS WITH OTHER ORGANIZATIONS WITHIN THE HEALTHCARE INDUSTRY AS A WHOLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24E MEDICAL SUPPLIES : PROGRAM SERVICE EXPENSES 353,892. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 353,892. MISCELLANEOUS EXPENSES : PROGRAM SERVICE EXPENSES 70,726. MANAGEMENT AND GENERAL EXPENSES 102,088. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,814. REPAIRS AND MAINTENANCE : PROGRAM SERVICE EXPENSES 1,655. MANAGEMENT AND GENERAL EXPENSES 165,688. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 167,343. EQUIPMENT RENTAL : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 112,263. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,263. TELEPHONE : PROGRAM SERVICE EXPENSES 12,975. MANAGEMENT AND GENERAL EXPENSES 94,244. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 107,219. UTILITIES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 90,561. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,561. AMBULANCE EXPENSES : PROGRAM SERVICE EXPENSES 87,423. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,423. OUTPATIENT SERVICES : PROGRAM SERVICE EXPENSES 85,590. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,590. PAYROLL PROCESSING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 78,497. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,497. LAUNDRY AND LINEN : PROGRAM SERVICE EXPENSES 62,204. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,204. PLEDGES WRITTEN OFF : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 61,483. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,483. MEALS : PROGRAM SERVICE EXPENSES 59,285. MANAGEMENT AND GENERAL EXPENSES 218. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,503. BAD DEBT EXPENSE : PROGRAM SERVICE EXPENSES 53,559. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,559. JANITORIAL : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 50,671. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,671. EMPLOYEE RECOGNITION : PROGRAM SERVICE EXPENSES 4,765. MANAGEMENT AND GENERAL EXPENSES 34,264. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,029. INFUSION AND THERAPY : PROGRAM SERVICE EXPENSES 38,375. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,375. MEETINGS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 28,998. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,998. EMLOYEE PROCUREMENT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,411. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,411. CONTINUING EDUCATION : PROGRAM SERVICE EXPENSES 14,037. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,037. LUNCHES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,756. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,756. PROMOTIONAL GIVEAWAYS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,775. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,775. PATIENT SUPPLIES : PROGRAM SERVICE EXPENSES 3,554. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,554. PROPERTY TAXES : PROGRAM SERVICE EXPENSES 1,976. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,976. COMMUNITY EDUCATION MATERIALS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,729. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,729. DISPLAYS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 463. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 463. FORM 990 PART XII ITEM 2C PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.