HOSPICE & PALLIATIVE CARE CHARLOTTE REGION (EIN 561219017) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

PETER A BRUNNICK

Phone

7043750100

Tax Period

2023-01-01 to 2023-12-31

HOSPICE & PALLIATIVE CARE CHARLOTTE REGION, founded in 1978, is a mid-sized nonprofit in the Human Services sector that reported $87.7M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $83.6M left a modest 5% surplus.

Mission

OPERATING SINCE 1978, HOSPICE & PALLIATIVE CARE CHARLOTTE REGION ("HPCCR") PROVIDES EXPERT END OF LIFE CARE, INCLUDING HOSPICE, PALLIATIVE MEDICINE, GRIEF SUPPORT, AND COMMUNITY EDUCATION. HPCCR IS COMMITTED TO OFFERING QUALITY OF LIFE TO PATIENTS AND FAMILIES IN OUR COMMUNITY WHO ARE COPING WITH TERMINAL ILLNESS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,806,521

Program Service Revenue $85,723,006

Investment Income $252,613

Other Revenue $-90,827

TOTAL REVENUE $87,691,313

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,608,769

Fundraising Expenses $824,129

Program Expenses $74,513,245

Other Expenses $34,012,584

TOTAL EXPENSES $83,621,353

Year-over-Year Comparison

	2023	2022	Change
Revenue	$87,691,313	$76,567,865	+0.1%
Expenses	$83,621,353	$71,530,644	+0.2%
Net Income	$4,069,960	$5,037,221	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

728

Volunteers

310

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,502,023

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN A MORRICE	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
LAURA ENGEL	VICE CHAIR AT LARGE	1.00	Officer Director	$0	$0	$0
JANE B NEESE	VICE CHAIR AT LARGE	1.00	Officer Director	$0	$0	$0
JEFFREY G GORE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALAN R THALINGER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL A MCNAMARA	TREASURER	1.00	Officer Director	$0	$0	$0
GREGORY R KILPATRICK	SECRETARY	1.00	Officer Director	$0	$0	$0
RICHARD BATTLE	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER G CARSON	DIRECTOR	1.00	Director	$0	$0	$0
SHERYL CHAPMAN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK FLETCHER	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY GRIER	DIRECTOR	1.00	Director	$0	$0	$0
DAVID H JONES	DIRECTOR	1.00	Director	$0	$0	$0
COLLIE LEHN	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN R MIDURA	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH PINSON	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL I ROSE	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY LOVE SUMRALL	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH TYSINGER	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN WEATHERS	DIRECTOR	1.00	Director	$0	$0	$0
PETER BRUNNICK	PRESIDENT & CEO	40.00	Officer	$723,112	$14,965	$738,077
MICHAEL BOLEWITZ	CHIEF OPERATING OFFICER	40.00	Officer	$455,796	$0	$455,796
PETE DAVIES	CHIEF INFORMATION OFFICER	40.00	Officer	$253,536	$26,542	$280,078
TODD FONTENOT	CHIEF FINANCIAL OFFICER	40.00	Officer	$441,376	$27,244	$468,620
DEAN FORMAN	CHIEF STRATEGY OFFICER	40.00	Officer	$132,821	$3,968	$136,789
BRIDGET HILLER	CHIEF MEDICAL OFFICER	40.00	Officer	$394,706	$27,957	$422,663
APRIL S CAPERNA	MEDICAL DIRECTOR	40.00	Highest	$297,546	$27,158	$324,704
STEPHANIE CONNOLLY	VP BUSINESS DEVELOPMENT	40.00	Highest	$226,066	$11,843	$237,909
MRINALINI JOSHI	MEDICAL DIRECTOR	40.00	Highest	$260,918	$2,146	$263,064
JOHN MCBRYDE	PHYSICIAN	40.00	Highest	$274,498	$27,906	$302,404
CYNTHIA TILLEY	VP HUMAN RESOURCES	40.00	Highest	$245,611	$30,127	$275,738

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$87,691,313	$83,621,353	$89,432,976	$4,069,960
2022	$76,567,865	$71,530,644	$80,512,293	$5,037,221
2021	$73,699,631	$68,629,712	$75,544,529	$5,069,919
2020	$71,143,396	$66,294,519	$72,726,417	$4,848,877
2019	$65,226,724	$59,712,843	$59,486,433	$5,513,881
2018	$59,436,427	$55,405,635	$50,733,601	$4,030,792

HOSPICE & PALLIATIVE CARE CHARLOTTE REGION