2025-02-13T11:01:03-06:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-10-01 561249146 AUTHORACARE COLLECTIVE AUTH 3366212500 2500 SUMMIT AVENUE GREENSBORO NC 27405 LEIGH WILLIAMS CHIEF FINANCIAL OFFICER 3366212500 2025-02-11 1 1 KATHERINE A WARLICK P02065266 7049985200 2025-02-11 2023 2025-03-06 01:10:19Z KRISTEN YNTEMA 2500 SUMMIT AVENUE GREENSBORO NC 27405 49597440 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 17 582 218 0 0 1595823 1220953 44481433 47810226 486563 552965 24399 13296 46588218 49597440 49213 46351 0 0 34692363 37224572 0 0 1240580 9536841 10832804 44278417 48103727 2309801 1493713 24982905 32033532 6536994 7625731 18445911 24407801 X 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. 1 0 31870529 47301341 HOSPICE MEETS THE PHYSICAL, PSYCHOLOGICAL, SOCIAL AND SPIRITUAL NEEDS FOR THE TERMINALLY ILL AND THEIR FAMILIES. 934449 410758 KIDS PATH PROVIDES HOME CARE FOR MEDICALLY FRAGILE AND TERMINALLY ILL CHILDREN, COUNSELING AND SUPPORT FOR CHILDREN EXPERIENCEING SERIOUS ILLNESS OR LOSS. 594392 46351 38739 AUTHORACARE COLLECTIVE PROVIDES INDIVIDUAL AND GROUP COUNSELING FOR GRIEF AND LOSS OF FAMILIES OF HOSPICE PATIENTS AND THE COMMUNITY. 190878 42090 HOME HEALTH PROVIDES IN HOME HEALTH SERVICES TO PATIENTS TO HELP RECOVER FROM ILLNESS, INJURY, SURGERY OR MANAGE CHRONIC CONDITIONS 76468 17298 GUIDE DEMENTIA PROVIDES INDIVIDUAL CARE FOR THOSE DIAGNOSED WITH DEMENTIA. 267346 59388 33666716 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 71 0 582 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 27405 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 TIMOTHY FINNEGAN 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 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 RYAN A NEWKIRK BOARD MEMBER 1.00 X 0 0 0 MARY CLARE TOOMEY BOARD MEMBER 1.00 X 0 0 0 REV PHANTA LANSDEN BOARD MEMBER 1.00 X 0 0 0 AJAY BHARDWAJ BOARD MEMBER 1.00 X 0 0 0 ELIZABETH BRANTLEY BOSTIAN BOARD MEMBER 1.00 X 0 0 0 CHRIS CORNUE BOARD MEMBER 1.00 X 0 0 0 MARK GORDON BOARD MEMBER 1.00 X 0 0 0 KRISTEN W YNTEMA CEO/PRESIDENT 32.00 8.00 X 368257 0 61734 LEIGH WILLIAMS CFO/ASST TREASURER 32.00 8.00 X 225904 0 19510 LORI SHAW ASST SECRETARY 38.00 2.00 X 67737 0 18729 ALANNA COUSIN ASST SECRETARY 38.00 2.00 X 51672 0 17711 JUAN-CARLOS MONGUILOD CHIEF MEDICAL OFFICER 40.00 X 325989 0 63046 DEVIN GRIFFITH CHIEF OPERATING OFFICER 40.00 X 265646 0 24810 PAUL RUSS VP MKTG & DEVELOPMENT 38.00 2.00 X 200621 0 28754 DR MONICA CARTER PHYSICIAN 40.00 X 220706 0 13154 DR DONALD E HARTWECK PHYSICIAN 40.00 X 259262 0 45878 DR BETSY WALKER PHYSICIAN 40.00 X 265203 0 25979 DR JOHN E FELDMAN PHYSICIAN 40.00 X 243301 0 31703 TIFFANY REED SENIOR DIRECTOR OF KIDS PATH MD 1.00 X 214772 0 14705 2709070 0 365713 40 0 1 0 DELTA CARE RX PO BOX 2340 WINTERSVILLE OH 43953 PHARMACY 1096227 ALAMANCE HEALTH CARE CENTER 1987 HILTON RD BURLINGTON NC 272172968 SKILLED NURSING FACILITY 755426 MAPLE GROVE HEALTH & REHAB CENTER 308 WEST MEADOWVIEW RD GREENSBORO NC 27406 SKILLED NURSING FACILITY 593821 ASHTON PLACE 5533 BURLINGTON RD MCLEANSVILLE NC 27301 SKILLED NURSING FACILITY 590584 BLUMENTHAL JEWISH NURSING & REHAB CENTER 3724 WIRELESS DR GREENSBORO NC 27455 SKILLED NURSING FACILITY 547418 25 1131188 89765 1220953 PATIENT SERVICES 623000 47810226 47810226 47810226 442523 442523 110442 0 110442 110442 110442 MISCELLANEOUS REVENUE 900099 13296 13296 13296 49597440 47810226 0 566261 46351 46351 2771351 1682294 1089057 28207099 21106815 6397268 703016 1104890 825912 265825 13153 2978512 2225939 586319 166254 2162720 1630592 473432 58696 105341 105341 804169 32495 771674 574696 19070 555626 102750 52535 50029 186 1570561 314126 1254876 1559 767611 678554 89057 167703 9661 158042 514789 139137 375652 203549 203549 MEDICINE AND DME 3635490 3635490 PATIENT SERVICES 709079 709079 TELEPHONE 530579 92859 437720 DUES AND SUBSCRIPTIONS 484994 119858 365136 661493 345949 17828 297716 48103727 33666716 13196431 1240580 11668324 8378967 7876961 10467274 309284 421512 6327628 3032272 1510287 3295356 3610549 9461238 7500 9185 24982905 32033532 6551994 6567814 -15000 0 1057917 6536994 7625731 X 18042053 24065791 403858 342010 18445911 24407801 24982905 32033532 X 1493713 986677 3481500 X 0 1 X 1 0 X 858576 1795587 6201819 1595823 1220953 11672758 858576 1795587 6201819 1595823 1220953 11672758 11672758 7669 146940 568456 486563 442523 1652151 548553 7504 133141 24399 13296 726893 14051802 206114221 0.83070 0.83980 X PART II, SECTION B, LINE 8 THE AMOUNT REPORTED IN LINE 12, GROSS INCOME FROM INTEREST, DIVIDENDS, PAYMENTS RECEIVED ON SECURITIES LOANS, RENTS, ROYALTIES, AND INCOME FROM SIMILAR SOURCES, FOR THE YEAR OF 2021 (COLUMN D) UNDERSTATED THE AMOUNT BY $20,617. THE ORIGINAL AMOUNT REPORTED WAS $547,839 AND THE CORRECTED AMOUNT IS $568,456. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26894888 358133 622844 368706 27507159 23266258 233486 3499513 104369 26894888 28550036 45905 -7016193 71638 -1758148 23266258 26423886 65750 6226920 229422 3937098 28550036 16402831 7063928 3170526 213399 26423886 0.75698 0.15520 0.08782 1 0 277078 186553 90525 3752046 1871423 1880623 2298504 974296 1324208 3295356 TIFF/1ST CITIZENS MULTI ASSET FUND (PPE) 9461238 F 9461238 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 7230 FMV MEDICATIONS. FOOD, SHELTER AND CLOTHING 39121 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 0 0 0 0 0 1 0 1 0 KRISTEN W YNTEMA CEO/PRESIDENT 300664 0 57740 0 9853 0 12704 0 49030 0 429991 0 0 0 JUAN-CARLOS MONGUILOD CHIEF MEDICAL OFFICER 256064 0 45160 0 24765 0 11188 0 51858 0 389035 0 0 0 DR DONALD E HARTWECK PHYSICIAN 231464 0 950 0 26848 0 9939 0 35939 0 305140 0 0 0 DR BETSY WALKER PHYSICIAN 247215 0 950 0 17038 0 9987 0 15992 0 291182 0 0 0 DEVIN GRIFFITH CHIEF OPERATING OFFICER 199539 0 46423 0 19684 0 8106 0 16704 0 290456 0 0 0 DR JOHN E FELDMAN PHYSICIAN 224279 0 950 0 18072 0 9223 0 22480 0 275004 0 0 0 LEIGH WILLIAMS CFO/ASST TREASURER 179038 0 46758 0 108 0 4868 0 14642 0 245414 0 0 0 DR MONICA CARTER PHYSICIAN 214730 0 950 0 5026 0 6525 0 6629 0 233860 0 0 0 TIFFANY REED SENIOR DIRECTOR OF KIDS PATH MD 211040 0 0 0 3732 0 5164 0 9541 0 229477 0 0 0 PAUL RUSS VP MKTG & DEVELOPMENT 149955 0 38312 0 12354 0 10801 0 17953 0 229375 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 2023. 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 III, LINE 2 HOME HEALTH, GUIDE DEMENTIA PROGRAM, COUNSELLING FORM 990, PART VI, SECTION B, LINE 11B THE CFO REVIEWS THE TAX RETURN BEFORE IT IS SIGNED AND FILED. THE FINANCE COMMITTEE ALSO REVIEWS THE TAX RETURN AFTER IT IS SIGNED BUT BEFORE IT IS FILED. 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 2023. 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 3,481,500. AUTHORACARE FOUNDATION 2500 SUMMIT AVENUE GREENSBORO NC 27405 471169471 FOUNDATION NC 501(C)(3) LINE 12A, I AUTHORACARE COLLECTIVE 1 ELOHIM HOUSECALLS PRACTICE 2500 SUMMIT AVE GREENSBORO NC 27410 813692395 TO PROVIDE IN HOME PRIMARY CARE VISITS TO INDIVIDUALS NC 501(C)(3) LINE 3 AUTHORACARE COLLECTIVE 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 AUTHORACARE FOUNDATION K 580872 BOOK AUTHORACARE FOUNDATION O 838484 BOOK AUTHORACARE FOUNDATION C 1131188 BOOK