Civic Intelligence

The Carolinas Foundation for Hospice And

EIN 56-2127943 • 501(c)3 • Raleigh, NC

Profile

To enhance community awareness of hospice & home care options; to educate consumers, policymakers, and the public-at-large about the hospice & home care industry; and to conduct workforce improvement studies focused on hospice & home care programs.

1511 Sunday Drive Suite 318Raleigh, NC 27607

www.ahhcnc.org/FOUNDATION

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

NTEE P20 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

NTEE P20 • $500k-$1M nonprofits • Source year 2025

Net Margin

91st percentile

72%

Higher net margin than 91% of similar nonprofits.

NTEE P20 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

99th percentile

$329,276

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 63.5% of source-year revenue.

NTEE P20 • $500k-$1M nonprofits • Source year 2025

Asset Growth

99th percentile

4611%

Faster asset growth than 99% of similar nonprofits.

NTEE P20 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

100th percentile

9404%

Faster revenue growth than 100% of similar nonprofits.

NTEE P20 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$351,976

Up $344,504 (+4611%) from 2024

Liabilities

Down

$437

Down $27,884 (-98%) from 2024

Net Assets

Up

$351,539

Up $372,388 (+1786%) from 2024

Revenue

Up

$518,654

Up $513,197 (+9404%) from 2024

Expenses

Up

$146,266

Up $100,103 (+217%) from 2024

Net Income

Up

$372,388

Up $413,094 (+1015%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0-$100KAssets 2019: $131,303Liabilities 2019: $36,295Net Assets 2019: $95,0082019Assets 2020: $143,843Liabilities 2020: $18,912Net Assets 2020: $124,9312020Assets 2021: $167,722Liabilities 2021: $25,379Net Assets 2021: $142,3432021Assets 2023: $32,789Liabilities 2023: $12,932Net Assets 2023: $19,8572023Assets 2024: $7,472Liabilities 2024: $28,321Net Assets 2024: -$20,8492024Assets 2025: $351,976Liabilities 2025: $437Net Assets 2025: $351,5392025

Highlighted filing

2025

Assets$351,976
Liabilities$437
Net Assets$351,539

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2019: $169,738Expenses 2019: $82,743Net Income 2019: $86,9952019Revenue 2020: $152,551Expenses 2020: $122,628Net Income 2020: $29,9232020Revenue 2021: $482,675Expenses 2021: $465,263Net Income 2021: $17,4122021Revenue 2023: $58,047Expenses 2023: $91,157Net Income 2023: -$33,1102023Revenue 2024: $5,457Expenses 2024: $46,163Net Income 2024: -$40,7062024Revenue 2025: $518,654Expenses 2025: $146,266Net Income 2025: $372,3882025

Highlighted filing

2025

Revenue$518,654
Expenses$146,266
Net Income$372,388

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Gross Receipts
$518,654
Mission and Program Overview

Mission

To build and support the retention of a quality workforce; to determine and promote the economic impact of hospice and home care services on local communities and the state; and to develop partnerships with appropriate health care (continued on schedule o) delivery systems to ensure hospice and home care are included as an essential component of the new emerging care models.

To support innovation that improves access to quality hospice & home care services in nc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$7,472$351,976▲ $344,504
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$7,472$351,976▲ $344,504
Liabilities
Accounts Payable and Accrued Expenses$28,321$437▼ $27,884
Total Liabilities$28,321$437▼ $27,884
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,759$346,006▲ $343,247
Net Assets Without Donor Restrictions$-23,608$5,533▲ $29,141
Total Net Assets Fund Balance$-20,849$351,539▲ $372,388
Total Liabilities and Net Assets / Fund Balance$7,472$351,976▲ $344,504

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$2,538$2,538
Compensation and Service Providers

Board Members and Trustees

NameTitle
Devin L GriffithChair
Dr Michael Lalor MdVice Chair
Judy PennExecutive Director
Bill DombiTrustee
Chris TaylorTrustee
Denise MeltonTrustee
Erin FredericksTrustee
Lee DobsonTrustee
Rexanne DomicoTrustee
Steven MartinTrustee
Wanda ColeyTrustee
Timothy R RogersEx-officio
Michelle WhiteSecretary
Mary PeckTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$515,567
Program Service Revenue
$0
Investment Income
$3,087
Other Revenue
$0
All Other Contributions
$515,567
Change in Net Assets
$372,388
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,000
Salaries, Compensation, and Employee Benefits$42,312
Other Expenses$23,954
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$80,000--$80,000
Other Salaries and Wages$39,416--$39,416
Fees for Services Other$1,008$2,500-$3,508
Payroll Taxes$2,896--$2,896
Insurance-$1,083-$1,083
Other Expenses$678$375-$375
Total Functional Expenses$139,498$6,768$0$146,266
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no such committees

Form 990, Part VI, Section B, Line 11B

Form 990, part vi, section b, line 11a: form 990 is reviewed and accepted by management and then distributed to the board of trustees prior to filing.

Form 990, Part VI, Section C, Line 19

The foundation's governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
The Carolinas Foundation for Hospice and
EIN
56-2127943
Phone
9198483450
Address
1511 SUNDAY DRIVE SUITE 318, RALEIGH, NC 27607

Signing Officer

Name
Judy Penn
Title
Executive Director
Phone
9198483450
Signed
2026-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Judy Penn
Formed
1998
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
2
Volunteers
0

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
4130 PARKLAKE AVE STE 400, RALEIGH, NC 27612
Preparer
Michelle Foote
Phone
9198792909
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01136888
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03087
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03087
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.35410
IRS990ScheduleA/PublicSupportPY170Pct00.37670
IRS990ScheduleA/PublicSupportTotal170Amt0403689
IRS990ScheduleA/SubstantialContributorsTotAmt0733199
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0515567
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05457
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058047
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt075142
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0482675
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01136888
IRS990ScheduleA/TotalSupportAmt01139975
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02538
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02538
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt080000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0DISASTER RELIEF FUNDING-ASSISTANCE AVAILABLE TO HOME CARE & HOSPICE AGENCY EMPLOYEES IMPACTED BY HURRICANE HELENE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0358
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION UTILIZES A SIMPLE ONLINE APPLICATION PROCESS FOR DISASTER RELIEF STIPENDS. APPLICATIONS ARE REVIEWED AND EMPLOYMENT VERIFIED. SMALL GRANTS ARE AWARDED BASED ON THE LEVEL OF LOSS INCURRED BY THE APPLICANT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0285234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1165945
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt022213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt110500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021829
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120503
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TIMOTHY R ROGERS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JUDY PENN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX-OFFICIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0329276
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1196948
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO SUCH COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, SECTION B, LINE 11A: FORM 990 IS REVIEWED AND ACCEPTED BY MANAGEMENT AND THEN DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ASSOCIATION FOR HOME & HOSPICE CARE OF NORTH CAROLINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237273520
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE RESOURCES, EDUCATION, ADVOCACY AND LEADERSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01511 SUNDAY DRIVE SUITE 318
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0RALEIGH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd027607
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt027800
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ASSOCIATION FOR HOME & HOSPICE CARE OF NORTH CAROLINA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00

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