2024-02-13T11:15:34-06:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-10-01 561249146 AUTHORACARE COLLECTIVE AUTH 3366212500 2500 SUMMIT AVENUE GREENSBORO NC 27405 LEIGH WILLIAMS CHIEF FINANCIAL OFFICER 3366212500 2024-02-12 1 LEIGH WILLIAMS 999009999 0 JOHN NORMAN P01506766 7049985200 2024-02-11 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KRISTEN YNTEMA 2500 SUMMIT AVENUE GREENSBORO NC 27405 46588218 0 X WWW.AUTHORACARE.ORG X 1979 NC THE ORGANIZATION PROVIDES CARE, SUPPORT AND EDUCATION TO THOSE AFFECTED BY LIFE-LIMITING ILLNESS OR LOSS. 17 17 556 230 0 0 6201819 1595823 39576981 44481433 568456 486563 133141 24399 46480397 46588218 47089 49213 0 0 33401280 34692363 0 0 1239229 8392027 9536841 41840396 44278417 4640001 2309801 43473588 24982905 4399835 6536994 39073753 18445911 AUTHORACARE COLLECTIVE EMPOWERS PEOPLE TO BE ACTIVE PARTICIPANTS IN THEIR CARE JOURNEY, ENABLING THEM TO LIVE ON THEIR OWN TERMS THROUGH PERSONALIZED SUPPORT FOR MIND, BODY, AND SPIRIT. 0 0 29998144 44097381 HOSPICE MEETS THE PHYSICAL, PSYCHOLOGICAL, SOCIAL AND SPIRITUAL NEEDS FOR THE TERMINALLY ILL AND THEIR FAMILIES. 1014698 380926 KIDS PATH PROVIDES HOME CARE FOR MEDICALLY FRAGILE AND TERMINALLY ILL CHILDREN, COUNSELING AND SUPPORT FOR CHILDREN EXPERIENCEING SERIOUS ILLNESS OR LOSS. 559555 49213 3126 AUTHORACARE COLLECTIVE PROVIDES INDIVIDUAL AND GROUP COUNSELING FOR GRIEF AND LOSS OF FAMILIES OF HOSPICE PATIENTS AND THE COMMUNITY. 31572397 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 105 0 556 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LEIGH WILLIAMS 3365320125 2500 SUMMIT AVE GREENSBORO NC 27410 MARY COPELAND CHAIR 4.00 X X 0 0 0 DAVID KIBBE VICE-CHAIR 4.00 X X 0 0 0 BECKY LOY SECRETARY/TREASURER 4.00 X X 0 0 0 ANDY BARROW BOARD MEMBER 1.00 X 0 0 0 KATHY COLVILLE BOARD MEMBER 1.00 X 0 0 0 LISA MOORE DUCK BOARD MEMBER 1.00 X 0 0 0 TIMOTHY FINNEGAN BOARD MEMBER 1.00 X 0 0 0 EDDIE GRANT JR BOARD MEMBER 1.00 X 0 0 0 RON JOHNSON BOARD MEMBER 1.00 X 0 0 0 SENDIL KRISHNAN BOARD MEMBER 1.00 X 0 0 0 ANNE MACNER BOARD MEMBER 1.00 X 0 0 0 TIFFANY MORRIS BOARD MEMBER 1.00 X 0 0 0 LAURA MURRAY BOARD MEMBER 1.00 X 0 0 0 ELLEN PANCOAST BOARD MEMBER 1.00 X 0 0 0 JOHN PETERSON JR BOARD MEMBER 1.00 X 0 0 0 MARY CLARE TOOMEY BOARD MEMBER 1.00 X 0 0 0 MILTON WILLIAMS JR BOARD MEMBER 1.00 X 0 0 0 KRISTEN W YNTEMA CEO/PRESIDENT 32.00 8.00 X 329931 0 51711 LEIGH WILLIAMS CFO/ASST TREASURER 32.00 8.00 X 119845 0 2534 LORI SHAW ASST SECRETARY 38.00 2.00 X 64327 0 16363 JUAN-CARLOS MONGUILOD CHIEF MEDICAL OFFICER 40.00 X 288349 0 50014 DEVIN GRIFFITH CHIEF OPERATING OFFICER 40.00 X 234125 0 20636 PAUL RUSS VP MKTG & DEVELOPMENT 38.00 2.00 X 172334 0 23757 DR MONICA CARTER PHYSICIAN 40.00 X 211130 0 19862 SMITA GLOSSON VP NURSING EAST 40.00 X 161398 0 19203 DR DONALD E HARTWECK PHYSICIAN 40.00 X 240376 0 46852 DR BETSY WALKER PHYSICIAN 40.00 X 244411 0 26718 DR JOHN E FELDMAN PHYSICIAN 40.00 X 236848 0 30481 CAROLINE DURHAM FORMER CFO 0.00 X 146592 0 7730 2449666 0 315861 35 1 1 0 CIGNA HEALTH & LIFE INSURANCE PO BOX 640979 PITTSBURGH PA 152640979 HEALTH & LIFE INSURANCE PREMIUMS 3210275 DELT CARE RX PO BOX 2340 WINTERSVILLE OH 43953 PHARMACY 815978 BLUMENTHAL JEWISH NURSING & REHAB 3724 WIRELESS RD GREENSBORO NC 27455 SKILLED NURSING FACILITY 701822 MAPLE GROVE HEALTH & REHAB CENTER 308 WEST MEADOWVIEW RD GREENSBORO NC 27406 SKILLED NURSING FACILITY 646283 COMPASS HEALTHCARE & REHAB PO BOX 829 STOKESDALE NC 27357 SKILLED NURSING FACILITY 611175 21 1330923 264900 1595823 NET PATIENT SERVICE RE 623000 44481433 44481433 44481433 486563 486563 MISCELLANEOUS REVENUE 900099 24399 24399 24399 46588218 44481433 0 510962 49213 49213 3599260 1916740 1682520 24512760 19446336 4439056 627368 1007106 762390 233872 10844 3492819 2379433 977510 135876 2080418 1527255 502931 50232 71495 71495 85446 85446 455404 42606 412798 442087 4182 437905 85688 54511 30805 372 1450944 282062 1166984 1898 801149 682590 90497 28062 128770 7497 121273 226909 135344 91565 130374 130374 MEDICINE AND DME 3198826 3198826 PATIENT SERVICES 583568 583568 TELEPHONE 506777 62130 444647 DUES AND SUBSCRIPTIONS 301674 122721 178953 1067730 314993 368160 384577 44278417 31572397 11466791 1239229 15284695 11668324 6188182 7876961 130300 0 296345 309284 4426370 2916083 12302317 1510287 9033336 3610549 238413 7500 43473588 24982905 4394835 6551994 5000 -15000 4399835 6536994 X 38666866 18042053 406887 403858 39073753 18445911 43473588 24982905 X 2309801 99152 -23036795 X 0 1 X 1 0 X 705850 858576 1795587 6201819 1595823 11157655 705850 858576 1795587 6201819 1595823 11157655 11157655 208723 7669 146940 547839 486563 1397734 17857 548553 7504 133141 24399 731454 13286843 182075313 0.83980 0.84110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23266258 233486 3499513 104369 26894888 28550036 45905 -7016193 71638 -1758148 23266258 26423886 65750 6226920 229422 3937098 28550036 16402831 7063928 3170526 213399 26423886 16513952 61073 7430 156576 23048 16402831 0.77420 0.15870 0.06710 1 0 191195 191195 4235175 2916083 1319092 1510287 TIFF/1ST CITIZENS MULTI ASSET FUND (PPE) 3610549 F 3610549 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO FUND CONTINUING OPERATIONS AND SPECIAL PROJECTS OF AUTHORACARE COLLECTIVE. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") WITH EXEMPTION FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE ORGANIZATION FOLLOWS GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE STANDARD HAS HAD NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. 1 MEDICAL, DENTAL AND HOSPITAL EXPENSES 19 3625 FMV MEDICATIONS. FOOD, SHELTER AND CLOTHING 88 45588 FMV GROCERIES, CREMATIONS, UTILITIES, RENT, HOME REPAIRS, TRANSPORTATION. PART I, LINE 2: THE ORGANIZATION NEVER GIVES CASH DIRECTLY TO PATIENTS. IN INSTANCES WHERE THERE IS A THIRD PARTY EXPECTING PAYMENT, THE ORGANIZATION REQUIRES AN INVOICE AND PROOF THAT THE VENDOR IS A LEGAL ENTITY BEFORE WRITING A CHECK DIRECTLY TO THAT PARTY. GAS CARDS ARE UTILIZED FOR TRANSPORTATION EXPENSES, AND GROCERY STORE GIFT CARDS ARE UTILIZED FOR FOOD PURCHASES. X X X X X X 1 0 0 0 0 1 0 1 0 KRISTEN W YNTEMA CEO/PRESIDENT 289773 0 30804 0 9354 0 21421 0 30290 0 381642 0 0 0 JUAN-CARLOS MONGUILOD CHIEF MEDICAL OFFICER 254637 0 25000 0 8712 0 18966 0 31048 0 338363 0 0 0 DR DONALD E HARTWECK PHYSICIAN 223300 0 500 0 16576 0 16781 0 30071 0 287228 0 0 0 DR BETSY WALKER PHYSICIAN 238616 0 500 0 5295 0 14932 0 11786 0 271129 0 0 0 DR JOHN E FELDMAN PHYSICIAN 216782 0 500 0 19566 0 15578 0 14903 0 267329 0 0 0 DEVIN GRIFFITH CHIEF OPERATING OFFICER 193543 0 25000 0 15582 0 8376 0 12260 0 254761 0 0 0 DR MONICA CARTER PHYSICIAN 207954 0 500 0 2676 0 8810 0 11052 0 230992 0 0 0 PAUL RUSS VP MKTG & DEVELOPMENT 144654 0 21429 0 6251 0 10421 0 13336 0 196091 0 0 0 SMITA GLOSSON VP NURSING EAST 139579 0 21571 0 248 0 4904 0 14299 0 180601 0 0 0 CAROLINE DURHAM FORMER CFO 0 0 0 0 146592 0 2416 0 5314 0 154322 0 0 0 PART I, LINE 3 THE CEO'S SALARY IS EVALUATED BY THE BOARD OF DIRECTORS ANNUALLY. THE CEO'S BASE SALARY IS DETERMINED USING BENCHMARK MARKET DATA OBTAINED FROM THE HOSPICE SALARY AND BENEFITS REPORT PUBLISHED BY THE HOSPITAL AND HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH THE NATIONAL ASSOCIATION FOR HOMECARE AND HOSPICE. THIS IS THE MOST COMPREHENSIVE SURVEY DONE BY HOSPICE ORGANIZATIONS AND IT IS WIDELY USED. AT THE BEGINNING OF EVERY FISCAL YEAR, THE BOARD CHAIR AND THE CEO JOINTLY DEVELOP QUANTIFIABLE OBJECTIVES TO MEASURE AND EVALUATE THE CEO'S PERFORMANCE. THESE INCLUDE INDICATORS SUCH AS: QUALITY, EMPLOYEE SATISFACTION, EMPLOYEE TURNOVER RATES, VOLUME (AVERAGE DAILY CENSUS) TARGETS, NET MARGIN, AND MEDICATION COST PER DAY. THE ORGANIZATION MAINTAINS A SALARY SCHEDULE FOR ALL EXEMPT AND NON-EXEMPT POSITIONS. COMPENSATION FOR OFFICERS AND OTHER KEY EMPLOYEES IS DETERMINED THROUGH THE USE OF THIS SCHEDULE. EACH IS REVIEWED ANNUALLY BY COMPARING TO BENCHMARKS POSITIONS WITHIN THE HOSPICE MARKET AND RELATED SALARY AND WAGE DATA. WHERE NEEDED, APPROPRIATE, AND FEASIBLE, PAY RANGES MAY BE MODIFIED, WITH BOARD APPROVAL, TO MORE CLOSELY REFLECT THE MARKET. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. PART I, LINE 4A NAME: CAROLINE DURHAM, DESCRIPTION: SEVERANCE, CURRENT YEAR AMOUNT: $146,592. PLAN DESCRIPTION: SEVERANCE PAYMENT PART I, LINE 6 ANNUALLY, THE BOARD OF DIRECTORS REVIEWS THE PERFORMANCE OF THE ORGANIZATION BASED ON METRICS SUCH AS QUALITY, EMPLOYEE SATISFACTION, EMPLOYEE TURNOVER RATES, VOLUME (AVERAGE DAILY CENSUS), TARGETS, NET MARGIN AND MEDICATION COSTS PER DAY. PART I, LINE 7 BONUSES WERE PAID TO THE LEADERSHIP TEAM BASED ON EMPLOYEE NET PROMOTER SCORES, FINANCIAL OUTCOMES, AND ADMISSIONS WITHIN 24 HOURS OF REFERRAL. FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE TAX RETURN BEFORE IT IS SIGNED AND FILED. THE FINANCE COMMITTEE RECEIVES A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED AND DISCUSSED WITH ALL EMPLOYEES AT GENERAL ORIENTATION. EMPLOYEES ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT INDICATING THEY HAVE RECEIVED AND READ THE POLICY. PERIODICALLY AT STAFF MEETINGS, THE POLICY IS REVIEWED. ANNUALLY, THE BOARD OF DIRECTORS MUST SIGN AN ACKNOWLEDGEMENT INDICATING THAT THEY HAVE RECEIVED AND READ THE POLICY. ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST AND RECUSE THEMSELVES FROM INPUT, DECISION MAKING OR VOTING RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS EVALUATED BY THE BOARD OF DIRECTORS ANNUALLY. THE CEO'S BASE SALARY IS DETERMINED USING BENCHMARK MARKET DATA OBTAINED FROM THE HOSPICE SALARY AND BENEFITS REPORT PUBLISHED BY THE HOSPITAL AND HEALTHCARE COMPENSATION SERVICE IN COOPERATION WITH THE NATIONAL ASSOCIATION FOR HOMECARE AND HOSPICE. THIS IS THE MOST COMPREHENSIVE SURVEY DONE BY HOSPICE ORGANIZATIONS AND IT IS WIDELY USED. AT THE BEGINNING OF EVERY FISCAL YEAR, THE BOARD CHAIR AND THE CEO JOINTLY DEVELOP QUANTIFIABLE OBJECTIVES TO MEASURE AND EVALUATE THE CEO'S PERFORMANCE. THESE INCLUDE INDICATORS SUCH AS: QUALITY, EMPLOYEE SATISFACTION, EMPLOYEE TURNOVER RATES, VOLUME (AVERAGE DAILY CENSUS) TARGETS, NET MARGIN, AND MEDICATION COST PER DAY. THE ORGANIZATION MAINTAINS A SALARY SCHEDULE FOR ALL EXEMPT AND NON-EXEMPT POSITIONS. COMPENSATION FOR OFFICERS AND OTHER KEY EMPLOYEES IS DETERMINED THROUGH THE USE OF THIS SCHEDULE. EACH IS REVIEWED ANNUALLY BY COMPARING TO BENCHMARKS POSITIONS WITHIN THE HOSPICE MARKET AND RELATED SALARY AND WAGE DATA. WHERE NEEDED, APPROPRIATE, AND FEASIBLE, PAY RANGES MAY BE MODIFIED, WITH BOARD APPROVAL, TO MORE CLOSELY REFLECT THE MARKET. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INTERCOMPANY TRANSFER -23,036,795. TRANSFER OF ASSETS IN AUGUST 2022, APPROVAL WAS RECEIVED FROM THE STATE OF NORTH CAROLINA TO TRANSFER CERTAIN ASSETS HELD BY THE COLLECTIVE TO THE FOUNDATION. ON OCTOBER 1, 2023, ASSETS INCLUDING PROPERTY AND EQUIPMENT AND CERTAIN INVESTMENT FUNDS WERE TRANSFERRED TO THE FOUNDATION. AUTHORACARE FOUNDATION 2500 SUMMIT AVENUE GREENSBORO NC 27405 471169471 FOUNDATION NC 501(C)(3) LINE 12A, I AUTHORACARE COLLECTIVE 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 AUTHORACARE FOUNDATION R 23036795 BOOK AUTHORACARE FOUNDATION K 563570 BOOK AUTHORACARE FOUNDATION O 421075 BOOK AUTHORACARE FOUNDATION R 1330903 BOOK