2025-01-28T12:16:38-06:00 2024-09-30 561706742 DAVIDSON HOLLAND WHITESELL & CO PLLC 209 13TH AVE PLACE NW SUITE 200 HICKORY NC 28601 990 2023-10-01 561376577 HOSPICE OF IREDELL COUNTY INC HOSP 7048734719 2347 SIMONTON ROAD STATESVILLE NC 286258246 MICHAEL SMITH PRESIDENT/CEO 7048734719 2025-01-28 1 MATTHEW MCKINNEY P01707028 8283222070 2025-01-28 2023 2025-03-06 01:10:19Z MICHAEL SMITH 2347 SIMONTON ROAD STATESVILLE NC 28625 24688738 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 14 195 175 0 0 860051 1126731 17846466 18909786 68521 618638 -42273 30163 18732765 20685318 0 0 0 0 14025316 15115324 0 0 246274 4876644 5128972 18901960 20244296 -169195 441022 29394486 31829714 2456404 2631133 26938082 29198581 TO HONOR LIFE BY PROVIDING EXTRAORDINARY CARE WITH COMPASSION, COMFORT AND DIGNITY TO OUR PATIENTS, FAMILIES AND COMMUNITY. 0 0 13802319 18909786 IN FY 2023-2024, HOSPICE OF IREDELL COUNTY SERVED 1,243 HOSPICE PATIENTS AND 1,409 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. 13802319 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 62 0 1 195 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 BEN FAULKENBERRY DIRECTOR 1.00 X 0 0 0 TAWANA A CASS DIRECTOR 1.00 X 0 0 0 ORION 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 DIRECTOR 1.00 X 0 0 0 RICHARD JIMBO SHAVER DIRECTOR 1.00 X 0 0 0 DEVINA TALWAR MD DIRECTOR 1.00 X 0 0 0 DOROTHY WOODARD SECRETARY 1.00 X X 0 0 0 BRANDON LAWS TREASURER 1.00 X X 0 0 0 MARK CHILDERS BOARD CHAIR 1.00 X X 0 0 0 JOSHUA SELF VICE CHAIR 1.00 X X 0 0 0 CATHERINE CARNES CHIEF MEDICAL OFFICER 40.00 X 278688 0 0 CHARLES ASHE CHIEF OPERATIONS OFFICER 40.00 X 126478 0 0 DANA BELL CHIEF CLINICAL OFFICER 40.00 X 140614 0 0 MICHAEL SMITH PRESIDENT/CEO 40.00 X 193620 0 0 SUSAN GILBERT PHYSICIAN 40.00 X 107308 0 0 SARAH KIVETT DIRECTOR OF PALLIATIVE CAR 40.00 X 113312 0 0 CHARLENE KNIGHT PHYSICIAN 40.00 X 211247 0 0 SUSAN STURGESS PHYSICIAN 40.00 X 120229 0 0 STEVEN WILLIAMSON PHYSICIAN 40.00 X 106688 0 0 1398184 0 0 11 0 1 0 0 30000 182175 914556 1126731 MEDICARE/MEDICAID 621610 17920700 17920700 PRIVATE INSURANCE 621610 730260 730260 SELF PAY 621610 258826 258826 18909786 521298 521298 4044036 3946696 97340 97340 97340 86887 182175 56724 30163 30163 20685318 18909786 0 648801 X 739400 739400 11317788 8724675 2400437 192676 3058136 2211693 795945 50498 171799 171799 65791 65791 19639 19639 102862 277 102585 3124 3124 383754 332464 50740 550 220211 2606 215055 2550 487429 487429 106927 106927 PHARMACY 758357 758357 MEDICAL EQUIPMENT 403862 403862 MEDICAL SUPPLIES 345234 345234 COMPUTER MAINTENANCE 284530 3050 281480 1775453 1020101 755352 20244296 13802319 6195703 246274 1225057 2007858 13513096 14666787 30000 157500 1941088 1869915 377601 253880 14396132 4060383 10665134 10335749 1584305 1921480 58205 616545 29394486 31829714 2409363 2591765 94 47041 39274 2456404 2631133 X 26938082 29198581 26938082 29198581 29394486 31829714 441022 1819477 0 X X 0 1 X 1 0 X 1063278 4136047 1160919 860051 1126731 8347026 15154887 16389410 17653531 17846464 18909786 85954078 16218165 20525457 18814450 18706515 20036517 94301104 0 0 0 94301104 282921 595769 271869 324016 521298 1995873 282921 595769 271869 324016 521298 1995873 16501086 21121226 19086319 19030531 20557815 96296977 0.97930 0.98110 0.02070 0.01890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1870272 318747 13935 2175084 1705334 177944 13006 1870272 1895346 84409 -261177 13244 1705334 1550482 4160 353162 12458 1895346 1301598 176054 83164 10334 1550482 0 0 1138250 1138250 11374464 2749825 8624639 1785895 1264890 521005 97523 45668 51855 10335749 X 22259715 1819477 56724 1876201 20383514 65791 236013 301804 20685318 19999216 56724 56724 19942492 65791 236013 301804 20244296 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 56,724. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 236,013. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 56,724. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 236,013. MOORESVILLE GALA 185500 182175 3325 36898 RIDE AND RUN 38205 38205 9496 1 45357 44297 1060 10330 269062 264677 4385 56724 56724 -52339 1 X X X X X X 0 0 0 0 0 0 0 0 0 CATHERINE CARNES CHIEF MEDICAL OFFICER 278688 0 0 0 0 0 0 0 0 0 278688 0 0 0 CHARLENE KNIGHT PHYSICIAN 211247 0 0 0 0 0 0 0 0 0 211247 0 0 0 MICHAEL SMITH PRESIDENT/CEO 193620 0 0 0 0 0 0 0 0 0 193620 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 CONTRACT LABOR : PROGRAM SERVICE EXPENSES 275,248. MANAGEMENT AND GENERAL EXPENSES 826. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 276,074. BAD DEBT EXPENSE : PROGRAM SERVICE EXPENSES 236,013. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 236,013. REPAIRS AND MAINTENANCE : PROGRAM SERVICE EXPENSES 525. MANAGEMENT AND GENERAL EXPENSES 162,022. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,547. AMBULANCE EXPENSES : PROGRAM SERVICE EXPENSES 145,903. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 145,903. MISCELLANEOUS EXPENSES : PROGRAM SERVICE EXPENSES 61,747. MANAGEMENT AND GENERAL EXPENSES 64,203. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,950. EQUIPMENT RENTAL : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 110,778. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,778. TELEPHONE : PROGRAM SERVICE EXPENSES 11,600. MANAGEMENT AND GENERAL EXPENSES 88,627. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,227. UTILITIES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 88,247. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,247. MEALS : PROGRAM SERVICE EXPENSES 76,458. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,458. OUTPATIENT SERVICES : PROGRAM SERVICE EXPENSES 74,663. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,663. PAYROLL PROCESSING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 67,217. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,217. LAUNDRY AND LINEN : PROGRAM SERVICE EXPENSES 61,032. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,032. JANITORIAL : PROGRAM SERVICE EXPENSES 175. MANAGEMENT AND GENERAL EXPENSES 60,580. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,755. INFUSION AND THERAPY : PROGRAM SERVICE EXPENSES 51,860. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,860. EMPLOYEE RECOGNITION : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 35,488. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,488. PROMOTIONAL GIVEAWAYS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,780. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,780. EMLOYEE PROCUREMENT : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,406. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,406. MEETINGS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 19,966. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,966. CONTINUING EDUCATION : PROGRAM SERVICE EXPENSES 16,231. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,231. LUNCHES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,742. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,742. PATIENT SUPPLIES : PROGRAM SERVICE EXPENSES 6,434. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,434. PROPERTY TAXES : PROGRAM SERVICE EXPENSES 2,212. MANAGEMENT AND GENERAL EXPENSES 889. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,101. DISPLAYS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 809. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 809. COMMUNITY EDUCATION MATERIALS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 772. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 772. FORM 990 PART XII ITEM 2C PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.