2024-10-23T12:00:54-05:00 2023-12-31 273858252 DEAN DORTON ALLEN FORD PLLC 250 W MAIN STREET STE 1400 LEXINGTON KY 40507 990 2023-01-01 581343313 HOSPICE & PALLIATIVE CARECENTER HOSP 3367683972 101 HOSPICE LANE WINSTONSALEM NC 27103 DAVE SHELTON CFO 3367683972 2024-10-18 1 0 ALLISON C CARTER P01242412 8592552341 2023 2024-10-15 13:58:12Z TRELLIS SUPPORTIVE CARE LINDA W DARDEN 101 HOSPICE LANE WINSTONSALEM NC 27103 39629863 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 2023, HOSPICE & PALLIATIVE CARECENTER CARED FOR 3,279 PATIENTS. 21 21 457 251 0 0 4020734 4116640 33304200 35370262 777 31312 -45781 -40147 37279930 39478067 0 0 0 0 22553751 24962076 120000 40000 805004 12543734 13346519 35217485 38348595 2062445 1129472 45626438 47050955 3787072 4082117 41839366 42968838 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 22405646 28983992 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 2023 HOSPICE & PALLIATIVE CARECENTER PROVIDED 146,647 DAYS OF CARE TO 2,282 PATIENTS IN THIS CAPACITY. 6087235 6127385 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 2023, KATE B. REYNOLDS HOSPICE HOME PROVIDED 7,700 DAYS OF CARE TO 997 PATIENTS. 840129 258885 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 2023, THE PALLIATIVE CARE PROGRAM PROVIDED CARE TO 942 PATIENTS. 858599 OTHER PROGRAM SERVICE REVENUE CONSISTS OF COMPLIMENTARY THERAPY, GRIEF COUNSELING, AND COMMUNITY EDUCATION. 858599 30191609 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 1 0 0 0 0 1 1 1 0 0 1 71 0 1 457 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 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 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 DARCIE LEWIS SECRETARY 1.00 X 0 0 0 TERESA LINDSAY TREASURER 1.00 X 0 0 0 TIM SECHREST PAST CHAIR 1.00 X 0 0 0 LOTTIE KAY FOUNDATION CHAIR 1.00 1.00 X 0 0 0 JEANNE SAYERS 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 CHRIS PARDUE MEMBER 1.00 X 0 0 0 DELLA WILDFONG MEMBER 1.00 X 0 0 0 HALEY GINGLES MEMBER 1.00 X 0 0 0 ISAAC PERRY MEMBER 1.00 X 0 0 0 KATHRYN CALLAHAN MEMBER 1.00 X 0 0 0 NANCY YOUNG 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 TEMBILA COVINGTON MEMBER 1.00 X 0 0 0 TOM KANGUR MEMBER 1.00 X 0 0 0 LINDA DARDEN CEO 39.00 1.00 X 266783 0 24381 DAVE SHELTON CFO 39.00 1.00 X 178279 0 23009 MICHAEL LALOR MEDICAL DIRECTOR 40.00 X 321906 0 15747 CATHY SHORE PHYSICIAN 40.00 X 150151 0 500 NANCY SELLERS NURSE 40.00 X 153409 0 17897 VIRGINIA WHITE SR. VICE PRESIDENT 40.00 X 168685 0 23861 TIMOTHY CORBETT PHYSICIAN 40.00 X 264574 0 37103 BRENT SHARPE PHARMACIST 40.00 X 187198 0 9962 1690985 0 152460 26 0 1 0 COMPASS HEALTHCARE & REHAB 1404 S SALISBURY AVE SPENCER NC 28159 SKILLED NURSING & REHABILITATION FACILIT 249188 LIFESTAR EMERGENCY SERVICES 3754 MYER LEE DRIVE WINSTONSALEM NC 27101 AMBULANCE SERVICES 242048 WALNUT COVE HEALTH & REHAB CTR 511 WINDMILL STREET WALNUT COVE NC 27052 SKILLED NURSING & REHABILITATION FACILIT 165231 BAPTIST RETIREMENT HOMES INC PO BOX 11024 WINSTONSALEM NC 27116 SKILLED NURSING & REHABILITATION FACILIT 160641 SILAS CREEK REHABILITATION CENTER 3350 SILAS CREEK PARKWAY WINSTONSALEM NC 27103 SKILLED NURSING & REHABILITATION FACILIT 151651 9 31548 107423 984107 523373 2470189 103459 4116640 PATIENT SERVICE REVENUE 621610 35370262 35370262 35370262 33215 33215 78056 79959 -1903 -1903 -1903 31495 107423 71837 -40342 -40342 OTHER INCOME 621610 195 195 195 39478067 35370262 0 -8835 X 830105 337653 492452 18904640 15126429 3361582 416629 366219 287695 70904 7620 3320195 2608282 642830 69083 1540917 1210515 298340 32062 10975 10975 76500 58500 18000 40000 40000 5847256 5295241 446063 105952 261900 15538 207522 38840 860845 399626 431381 29838 456245 456245 465183 303862 161321 733088 697659 29455 5974 710387 255322 455065 135121 135121 PATIENT MEDICAL SUPPLIE 3523697 3523697 EQUIPMENT AND MAINTENAN 78371 43222 31829 3320 HOSPITALITY 77624 21130 44261 12233 PATIENT DIETARY SERVICE 65505 65505 43822 233 18136 25453 38348595 30191609 7351982 805004 6510187 5357298 1737627 1766048 732451 1727992 26198524 27301739 229141 79505 273112 314080 21748042 11576854 9515691 10171188 429705 333105 45626438 47050955 3357367 3749012 429705 333105 3787072 4082117 X 38732055 38537017 3107311 4431821 41839366 42968838 45626438 47050955 1129472 0 X X 0 1 X 1 0 X 2358551 3626552 3249244 4020432 4116640 17371419 2358551 3626552 3249244 4020432 4116640 17371419 169890 17201529 20320 104 1212 1079 33215 55930 112070 11055 17790 47341 31690 219946 17647295 158904393 0.97470 0.94390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 427334 427334 427334 427334 427334 427334 427334 427334 1.00000 0 1 1 770919 770919 12347196 5789716 6557480 5184210 4333393 850817 3445717 1453745 1991972 10171188 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 1127902 40000 1087902 1127902 40000 1087902 NC KENTUCKY DERBY 40752 32018 8734 7740 7164 1899 1970 HOSPICE HOPE RUN 84529 75336 9193 12178 1846 2126 21331 4 13637 69 13568 141 2506 7740 30 5166 138918 107423 31495 141 22424 16750 4055 28467 71837 -40342 X X 0 0 0 0 0 0 0 1 0 MICHAEL LALOR MEDICAL DIRECTOR 317406 0 4500 0 0 0 15000 0 747 0 337653 0 0 0 TIMOTHY CORBETT PHYSICIAN 264574 0 0 0 0 0 9360 0 27743 0 301677 0 0 0 LINDA DARDEN CEO 266783 0 0 0 0 0 10644 0 13737 0 291164 0 0 0 DAVE SHELTON CFO 173779 0 4500 0 0 0 8622 0 14387 0 201288 0 0 0 BRENT SHARPE PHARMACIST 187198 0 0 0 0 0 9379 0 583 0 197160 0 0 0 VIRGINIA WHITE SR. VICE PRESIDENT 164185 0 4500 0 0 0 8205 0 15656 0 192546 0 0 0 NANCY SELLERS NURSE 139659 0 13750 0 0 0 4926 0 12971 0 171306 0 0 0 CATHY SHORE PHYSICIAN 150151 0 0 0 0 0 0 0 500 0 150651 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. X 23500 FMV X 16 79959 FMV 0 0 0 1 PART I, LINE 32B: WELLS FARGO ADVISORS ACCEPTS STOCK DONATIONS AND SELLS THE ASSETS ON THE ORGANIZATION'S BEHALF. 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 266,028. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 266,028. OUTPATIENT SERVICES: PROGRAM SERVICE EXPENSES 400,365. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 400,365. MEDICAID R&B: PROGRAM SERVICE EXPENSES 2,717,823. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,717,823. HOSPITAL INPATIENT: PROGRAM SERVICE EXPENSES 1,058,781. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,058,781. OTHER FEES: PROGRAM SERVICE EXPENSES 852,244. MANAGEMENT AND GENERAL EXPENSES 446,063. FUNDRAISING EXPENSES 90,432. TOTAL EXPENSES 1,388,739. EVENT EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,494. TOTAL EXPENSES 8,494. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,026. TOTAL EXPENSES 7,026. 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 984107 CASH THE HOSPICE FOUNDATION DBA TRELLIS SUPPORTIVE CARE FOUNDATION R 47672 CASH