2026-08-14T10:29:00+00:00 2025-09-30 440160260 FORVIS MAZARS LLP ONE OAK ST SUITE 300 ASHEVILLE NC 28801 990 2024-10-01 561346589 HOSPICE OF SURRY COUNTY INC HOSP 3367892922 105 N CRUTCHFIELD ST 2 PO BOX 325 DOBSON NC 27017 BARRY S DOWELL CFO 3367892922 2026-08-14 true AMY BIBBY P00445891 8282542254 2026-08-11 2024 2025-03-06 01:10:19Z MOUNTAIN VALLEY HOSPICE AND PALLIATIVE CARE TRACEY DOBSON 105 N CRUTCHFIELD ST 2 PO BOX 325 DOBSON NC 27017 45305586 false X WWW.MTNVALLEYHOSPICE.ORG X 1982 NC OUR MISSION IS CREATING THE BEST EXPERIENCE FOR THOSE FACING SERIOUS ILLNESS - EVERY PATIENT, EVERY FAMILY, EVERY TIME. 2 2 496 654 0 1559602 647403 40842883 44250530 224354 94895 259610 286278 42886449 45279106 0 0 0 0 25903163 26630143 0 0 429883 16457909 18235080 42361072 44865223 525377 413883 22182367 19808205 8590819 5803254 13591548 14004951 OUR MISSION IS CREATING THE BEST EXPERIENCE FOR THOSE FACING SERIOUS ILLNESS - EVERY PATIENT, EVERY FAMILY, EVERY TIME. false false 37978474 44492366 THE MISSION, VISION, AND VALUES OF MOUNTAIN VALLEY ARE THE DRIVING FORCE BEHIND THE CARE AND SERVICES PROVIDED TO OUR PATIENTS AND FAMILIES. OUR MISSION IS "CREATING THE BEST EXPERIENCE FOR THOSE FACING SERIOUS ILLNESS...EVERY PATIENT, EVERY FAMILY, EVERY TIME." THIS MISSION IS FULFILLED THROUGH THE MOUNTAIN VALLEY WAY, AN ORGANIZATIONAL PHILOSOPHY CENTERED ON DELIVERING AN EXCEPTIONAL PATIENT AND FAMILY EXPERIENCE. MOUNTAIN VALLEY PROVIDES HOSPICE, PALLIATIVE CARE, AND SERIOUS ILLNESS SERVICES THROUGHOUT AN 18-COUNTY SERVICE AREA IN NORTH CAROLINA AND VIRGINIA. IN ADDITION TO PROVIDING CARE IN PATIENTS' HOMES, NURSING FACILITIES, ASSISTED LIVING FACILITIES, AND HOSPITALS, MOUNTAIN VALLEY OPERATES TWO INPATIENT HOSPICE FACILITIES: THE JOAN AND HOWARD WOLTZ HOSPICE HOME AND THE SECU HOSPICE CARE CENTER. OUR CONTINUED SUCCESS IS DRIVEN BY A COMMITMENT TO HIGH-QUALITY CLINICAL CARE, STRONG COMMUNITY RELATIONSHIPS, ONGOING EDUCATION AND OUTREACH, INNOVATIVE PROGRAMS, AND A STEADFAST FOCUS ON MEETING THE EVOLVING NEEDS OF THOSE WE SERVE. DURING FISCAL YEAR 2025, MOUNTAIN VALLEY SERVED 2,686 HOSPICE PATIENTS AND THEIR FAMILIES, WITH AN AVERAGE DAILY CENSUS OF 498 PATIENTS. IN ADDITION TO HOSPICE CARE, MOUNTAIN VALLEY'S CONSULTATIVE PALLIATIVE CARE AND SERIOUS ILLNESS PROGRAM SERVED 519 PATIENTS, EXTENDING SUPPORTIVE CARE EARLIER IN THE COURSE OF SERIOUS ILLNESS AND HELPING MANY PATIENTS TRANSITION SEAMLESSLY TO HOSPICE SERVICES WHEN APPROPRIATE. MOUNTAIN VALLEY CONTINUES TO OFFER SPECIALIZED PROGRAMS THAT ADDRESS THE UNIQUE NEEDS OF OUR COMMUNITY, INCLUDING KIDS PATH FOR PEDIATRIC PATIENTS AND THE NATIONALLY RECOGNIZED WE HONOR VETERANS PROGRAM. THESE SPECIALIZED PROGRAMS ENHANCE THE QUALITY OF LIFE FOR PATIENTS AND FAMILIES WHILE DISTINGUISHING MOUNTAIN VALLEY AS A REGIONAL LEADER IN COMPASSIONATE, PATIENT-CENTERED CARE. MOUNTAIN VALLEY REMAINS COMMITTED TO IDENTIFYING INNOVATIVE OPPORTUNITIES TO EXPAND ACCESS TO CARE, IMPROVE THE PATIENT AND FAMILY EXPERIENCE, AND ENSURE THE LONG-TERM SUSTAINABILITY OF ITS MISSION. 37978474 true true false false false false false false false false true false false false true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false false true 112 0 true 496 true false false false false false false false false false false false false X 2 2 false false false false true true true true true false false false false true true true true true true true false false X BARRY DOWELL 3367892922 105 N CRUTCHFIELD ST 2 PO BOX 325 DOBSON NC 27017 ANDREA HICKLING TREASURER 1.0 X X 0 0 0 CHRIS LUMSDEN VICE CHAIRMAN 1.0 X X 0 0 0 MARY BLACKBURN SECRETARY 1.0 X X 0 0 0 PAUL HAMMES CHAIRMAN 1.0 X X 0 0 0 ANGELA CAGLE CHIEF HR OFFICER 40.0 X 166106 0 21146 BARRY S DOWELL CHIEF EXECUTIVE OFFICER 40.0 X 190883 0 30642 GLENN D GOLASZEWSKI CHIEF MEDICAL OFFICER 40.0 X 292923 0 29232 JENNA CAMPBELL CHIEF CLINICAL OPERATIONS OFFICER 40.0 X 189362 0 13600 TRACEY DOBSON CHIEF EXECUTIVE OFFICER 40.0 X 239010 0 5126 ALEXANDER WAITE MEDICAL DIRECTOR 40.0 X 271078 0 24223 ANNA MARIA HAYES SENIOR VICE PRESIDENT OF STRATEGY & INNOVATIO 40.0 X 144200 0 18053 DON BIVENS MEDICAL DIRECTOR 40.0 X 289101 0 3947 MICHAEL CAPRIOLA MEDICAL DIRECTOR 40.0 X 296923 0 22557 VICTORIA MULLINS NURSE PRACTITIONER 40.0 X 142047 0 20387 2221633 0 188913 23 false true false THE CITADEL AT WINSTON-SALEM 1900 WEST 1ST STREET WINSTONSALEM NC 27104 MEDICAL PAYMENT 801080 CMG CIT ACQUISITIONS INC 655 SOUTH WILLOW MANCHESTER NH 03103 CONTRACT LABOR 777191 TELEIOS COLLABORATIVE NETWORK 571 SOUTH ALLEN FLAT ROCK NC 28726 MANAGEMENT 755326 HARBOURVIEW 542 ALLRED MILL RIOAD MOUNT AIRY NC 27030 MEDICAL PAYMENT 751680 CCC OF MOUNT AIRY 1287 NEWSOME STREET MOUNT AIRY NC 27030 MEDICAL PAYMENT 718978 18 647403 647403 PATIENT SERVICE REVENUE 623000 38720520 38720520 NURSING HOME SUPPORT 623000 5530010 5530010 0 0 0 0 44250530 72083 72083 0 0 22812 0 22812 22812 22812 70922 26480 44442 44442 241836 241836 241836 0 0 0 0 0 45279106 44492366 0 139337 X 1078282 482284 584048 11950 19964176 15831438 3877834 254904 294851 228591 62521 3739 3738260 2888449 802563 47248 1554574 1205224 329635 19715 66890 66890 81695 81695 7936 7936 8680234 8613194 65000 2040 423514 423514 1248617 931545 306420 10652 557008 534590 22418 866631 866631 631699 361737 269789 173 92676 90141 2535 110277 110277 1307418 1307418 73862 73862 MEDICAL SUPPLIES 3834058 3834058 BAD DEBT 195521 195521 MISCELLANEOUS EXPENSES 30839 30839 FUNDRAISING EXPENSES 26205 26205 0 0 0 0 44865223 37978474 6456866 429883 5323443 4485210 12710 4275565 4157618 0 0 0 0 299786 278305 310841 636595 20067288 10534969 10559073 9532319 140022 144772 0 0 1260927 573386 22182367 19808205 6449095 3123998 0 0 2141724 2679256 8590819 5803254 X 13591548 14004951 13591548 14004951 22182367 19808205 413883 -480 0 X false true true false X 989483 2549936 809266 1559602 647403 6555690 0 0 989483 2549936 809266 1559602 647403 6555690 132526 6423164 146 12569 38226 222959 72083 345983 0 0 0 0 0 0 0 6901673 190579277 0.93067 0.95452 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 942487 942487 7443707 4100394 3343313 62976 34691 28285 11618118 6399884 5218234 9532319 FEDERAL INCOME TAXES CAPITAL LEASE OBLIGATION 2145500 UNEARNED INCOME RIGHT OF USE LIABILITY 533756 2679256 X 44774015 -480 -504611 -505091 45279106 0 0 45279106 44360612 -504611 -504611 44865223 0 0 44865223 SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) FOOTNOTE THE HOSPICE IS A NOT-FOR-PROFIT ORGANIZATION THAT HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAXEXEMPT UNDER INTERNAL REVENUE CODE SECTION 501 (C)(3). THE HOSPICE FOLLOWS THE FASB'S AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE FINANCIAL STATEMENTS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE HOSPICE'S FINANCIAL STATEMENTS. THE HOSPICE HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2025. SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 GAIN ON SALE OF ASSET - -22812 FUNDRAISING INCOME - -44442 THRIFT SHOP GROSS RECEIPTS - -241836 BAD DEBT EXPENSE - -195521 SCHEDULE D, PART XII, LINE 2(D) OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 GAIN ON SALE OF ASSETS - -22812 FUNDRAISING INCOME - -44442 THRIFT SHOP GROSS RECEIPTS - -241836 BAD DEBT EXPENSE - -195521 40TH ANNIVERSARY GALA 53080 53080 11546 2000 2739 PORT-A-PIT FUNDRAISER 17842 17842 9942 253 0 70922 70922 21488 2000 2992 26480 44442 X X false false false false false false false false false GLENN D GOLASZEWSKI CHIEF MEDICAL OFFICER 282923 0 10000 0 0 0 6066 0 23166 0 322155 0 0 0 TRACEY DOBSON CHIEF EXECUTIVE OFFICER 214010 0 25000 0 0 0 4292 0 834 0 244136 0 0 0 BARRY S DOWELL CHIEF EXECUTIVE OFFICER 165883 0 25000 0 0 0 3835 0 26807 0 221525 0 0 0 JENNA CAMPBELL CHIEF CLINICAL OPERATIONS OFFICER 164362 0 25000 0 0 0 3825 0 9775 0 202962 0 0 0 ANGELA CAGLE CHIEF HR OFFICER 141106 0 25000 0 0 0 3443 0 17703 0 187252 0 0 0 MICHAEL CAPRIOLA MEDICAL DIRECTOR 296923 0 0 0 0 0 4593 0 17964 0 319480 0 0 0 ALEXANDER WAITE MEDICAL DIRECTOR 271078 0 0 0 0 0 5519 0 18704 0 295301 0 0 0 DON BIVENS MEDICAL DIRECTOR 289101 0 0 0 0 0 3947 0 0 0 293048 0 0 0 VICTORIA MULLINS NURSE PRACTITIONER 142047 0 0 0 0 0 2984 0 17403 0 162434 0 0 0 ANNA MARIA HAYES SENIOR VICE PRESIDENT OF STRATEGY & INNOVATIO 144200 0 0 0 0 0 357 0 17696 0 162253 0 0 0 FORM 990, PART VI, LINE 15 THE BOARD DETERMINES THE CEO'S COMPENSATION. OTHER OFFICERS AND KEY FIGURES OF THE ORGANIZATION ARE DETERMINED BY A POSITION CONTROL COMMITTEE THAT REPRESENTS FINANCE, HUMAN RESOURCES, THE CEO AND MARKET COMPARABILITY DATA. FORM 990, PART VI, LINE 18 RECENT FILINGS OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE ORGANIZATION HAS TWO MEMBERS, HUGH CHATHAM MEMORIAL HOSPITAL, INC, AND THE NORTHERN HOSPITAL DISTRICT OF SURRY COUNTY. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY THE GOVERNING BODY CONSISTS OF REPRESENTATIVES APPOINTED BY THE ORGANIZATION'S MEMBERS, HUGH CHATHAM MEMORIAL HOSPITAL AND THE NORTHERN HOSPITAL DISTRICT OF SURRY COUNTY. FORM 990, PART VI, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS THE GOVERNING BODY CONSISTS OF REPRESENTATIVES APPOINTED BY THE ORGANIZATION'S MEMBERS, HUGH CHATHAM MEMORIAL HOSPITAL AND THE NORTHERN HOSPITAL DISTRICT OF SURRY COUNTY. DECISIONS OF THE REPRESENTATIVES ARE SUBJECT TO APPROVAL OF THE MEMBER ORGANIZATIONS. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND INFORMATION PROVIDED BY MANAGEMENT. UPON COMPLETION OF THE FORM 990, THE ORGANIZATION'S MANAGEMENT REVIEWED THE FORM 990. DUE TO THE TIMING OF THE QUARTERLY BOARD MEETINGS, THE COMPLETED AND FILED FORM 990 IS PROVIDED TO THE BOARD AT THE NEXT SCHEDULED MEETING. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY BOARD OF MEMBERS, ADVISORY BOARD AND HOSPICE STAFF SUBMIT A FORM TO DISCLOSE PERSONAL OR FINANCIAL INTERESTS THAT COULD POSSIBLY INTERFERE WITH THEIR DUTIES AND RESPONSIBILITIES TO THE ORGANIZATION. DISCLOSURE FORMS ARE SUBMITTED AT THE TIME OF HIRE OR BOARD APPOINTMENT, ANNUALLY AND/OR WHENEVER A POTENTIAL CONFLICT ARISES. FAILURE TO DISCLOSE EXISTING OR POTENTIAL CONFLICTS OF INTEREST IS GROUNDS FOR TERMINATION OF EMPLOYMENT OR BOARD APPOINTMENT. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC PHOTOCOPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. FORM 990, PART IX, LINE 11G OTHER FEES ROOM & BOARD FEES - TOTAL EXPENSE: 5710235, PROGRAM SERVICE EXPENSE: 5710235, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; MEDICAL FEES - TOTAL EXPENSE: 1911514, PROGRAM SERVICE EXPENSE: 1911514, MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; OTHER PROFESSIONAL FEES - TOTAL EXPENSE: 1058485, PROGRAM SERVICE EXPENSE: 991445, MANAGEMENT AND GENERAL EXPENSES: 65000, FUNDRAISING EXPENSES: 2040; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; - TOTAL EXPENSE: , PROGRAM SERVICE EXPENSE: , MANAGEMENT AND GENERAL EXPENSES: , FUNDRAISING EXPENSES: ; FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.