ST LUKES HOSPITAL INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ST LUKES HOSPITAL INC (EIN 56-0554222)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-08-13
- IRS object ID
- 202412269349302061
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-13T15:06:08-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560554222 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STLU | BusinessNameControlTxt |
| Phone | 8288943311 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HOSPITAL DRIVE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 287226418 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH PRESNELL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8288943311 | PhoneNum |
| Signature | 2024-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BIBBY | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH PRESNELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HOSPITAL DRIVE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 287226418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,179,946 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SAINTLUKESHOSPITAL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES TO ITS PATIENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 383 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,610,065 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,910,393 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,647,816 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $44,206,457 | CYProgramServiceRevenueAmt |
| PY Investment Income | $210,313 | PYInvestmentIncomeAmt |
| CY Investment Income | $520,484 | CYInvestmentIncomeAmt |
| PY Other Revenue | $216,461 | PYOtherRevenueAmt |
| CY Other Revenue | $529,848 | CYOtherRevenueAmt |
| PY Total Revenue | $48,684,655 | PYTotalRevenueAmt |
| CY Total Revenue | $48,167,182 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,978,306 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,535,301 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $27,881,845 | PYOtherExpensesAmt |
| CY Other Expenses | $26,555,775 | CYOtherExpensesAmt |
| PY Total Expenses | $42,860,151 | PYTotalExpensesAmt |
| CY Total Expenses | $42,091,076 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,824,504 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,076,106 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,269,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,780,167 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,911,774 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,047,400 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $59,357,852 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,732,767 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE QUALITY, PATIENT-FOCUSED HEALTH AND WELLNESS SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $38,963,440 | ExpenseAmt |
| Revenue | $44,206,457 | RevenueAmt |
| Desc | ST. LUKE'S HOSPITAL IS COMMITTED TO OPERATE A HEALTH SYSTEM THAT PROVIDES ACUTE, EMERGENCY AND OUTPATIENT SERVICES, INCLUDING ADVANCED REHABILITATIVE SERVICES, RADIOLOGY SERVICES, LAB SERVICES, PAIN MANAGEMENT SERVICES, NON-INVASIVE CARDIOLOGY SERVICES, INTENSIVE OUTPATIENT PSYCHOTHERAPY SERVICES AND INFUSION SERVICES (ONCOLOGY AND HEMATOLOGY), FOR THE BENEFIT OF THE RESIDENTS OF POLK AND SURROUNDING COUNTIES. (CONTINUED ON SCHEDULE O)COMMITMENT TO THIS MISSION REQUIRES BOTH AN INVESTMENT IN AND A PARTNERSHIP WITH THE COMMUNITY WHICH ST. LUKE'S SERVES. ST. LUKE'S HOSPITAL DEFINES AND MEASURES THIS INVESTMENT IN AND PARTNERSHIP WITH THE COMMUNITY USING THE FOLLOWING CATEGORIES OF COMMUNITY BENEFIT:COMMUNITY BENEFIT PROGRAMS -- INCLUDES THE UNREIMBURSED COST OF VARIOUS EDUCATION PROGRAMS, NON-BILLED MEDICAL SERVICES, IN-KIND DONATIONS AND OTHER SERVICES THAT MEET A STRONG COMMUNITY NEED, BUT DO NOT PAY FOR THEMSELVES. EXAMPLES OF THESE COMMUNITY BENEFIT PROGRAMS INCLUDE WEEKLY HEALTH TOPIC NEWSPAPER ARTICLES; VARIOUS HEALTH AND CANCER SCREENING FOR PEOPLE WHO ARE UNDERINSURED AND UNINSURED; AND FIRST AID AND HAND HYGIENE STATIONS AT VARIOUS COMMUNITY EVENTS AND FESTIVALS.COMMUNITY HEALTH WORKER PROGRAM -- THE DUKE ENDOWMENT PROVIDES A GRANT TO THE HOSPITAL TO FUND OUR COMMUNITY HEALTH WORKER (CHW) PROGRAM. OUR CHW HELPS THE COMMUNITY TO NAVIGATE THE TIME-CONSUMING AND CONFUSING NETWORK OF HEALTHCARE AND SOCIAL RESOURCES, AND CONNECTS CITIZENS TO A VARIETY OF ASSETS (PRIMARY CARE PROVIDERS, CHRONIC DISEASE MANAGEMENT EDUCATION, MENTAL HEALTH PROVIDERS, SPECIALISTS AND DENTISTS, PRESCRIPTION ASSISTANCE, FINANCIAL OR HEALTH INSURANCE ASSISTANCE, FOOD BANKS, TRANSPORTATION TO MEDICAL APPOINTMENT, ETC.) OFFERED THROUGHOUT OUR COMMUNITY.IN-KIND DONATIONS -- OUR GENEROUS IN KIND CONTRIBUTIONS TO NUMEROUS POLK COUNTY SOCIAL SERVICES AND CIVIC ENTITIES INCLUDE VOLUNTEER LEADERSHIP ROLES WITH POLK COUNTY HEALTH AND WELLNESS COALITION, HIGHWOODSAPARTMENTS FOR LOW INCOME FAMILIES, MENTAL HEALTH TASK FORCE FOR COMMUNITY HEALTH, WNC HEALTH NETWORK BOARD, WNC MEDICAL SOCIETY HEALTH HEALER ADVISORY BOARD, NHCA WORKERS COMPENSATION FUND BOARD, NCHA REGIONAL POLICY COUNCIL, AND THE POLK COUNTY ECONOMIC ANDTOURISM DEVELOPMENT, TO NAME A FEW. CIVIC PARTICIPATION-- CIVIC PARTICIPATION INCLUDES TRYON KIWANIS CLUB AND THE TRYON ROTARY CLUB, AMONG OTHERS. ST. LUKE'S HOSPITAL, OUR MEDICAL STAFF AND OUR EMPLOYEES CONTRIBUTE GENEROUSLY TO THE HEALTH, EDUCATION AND WELL-BEING OF ALL AGESAND CIRCUMSTANCES IN POLK COUNTY. | Desc |
| Total Program Service Expenses | $38,963,440 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 383 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH PRESNELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8288940954 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HOSPITAL DRIVE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28722 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SHARON DECKER | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN ELLINGTON | ||||||||
| COMMUNITY REP | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA GREENSFELDER PHD | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BILL MILLER | ||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MARCHE PITTMAN | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK SAVAGE MD | ||||||||
| CHIEF MEDICAL OFFICER | 1.00 | 45.00 | Yes (X) | $0 | $323,208 | $63,884 | ||
| LINDA SCHUTTER | ||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEFFREY VIAR MD | ||||||||
| TRUSTEE | 1.00 | 45.00 | Yes (X) | $0 | $226,812 | $48,781 | ||
| PAUL BEILER | ||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE FORTUNE | ||||||||
| CEO | 45.00 | 1.00 | $479,874 | $0 | $56,720 | Yes (X) | ||
| KATHY HEFNER | ||||||||
| CNO | 45.00 | $148,362 | $0 | $16,172 | Yes (X) | |||
| ELIZABETH PRESNELL | ||||||||
| CFO | 45.00 | 1.00 | $197,385 | $0 | $39,399 | Yes (X) | ||
| JOE STEPHENSON | ||||||||
| OCONLOGIST | 45.00 | $260,436 | $0 | $8,997 | Yes (X) | |||
| LYNN HENSLEY | ||||||||
| VP OF ABULATORY SERVICES | 45.00 | $165,633 | $0 | $14,260 | Yes (X) | |||
| WILSON KEMP | ||||||||
| CARDIOLOGIST | 45.00 | $161,703 | $0 | $4,686 | Yes (X) | |||
| SAVANAH HIGHTOWER MD | ||||||||
| OCONLOGIST | 45.00 | $138,028 | $0 | $20,500 | Yes (X) | |||
| LUELLA DECARLE | ||||||||
| OR DIRECTOR | 45.00 | $128,831 | $0 | $4,770 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,680,252 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $550,020 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $278,169 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ATRIUM HEALTH | |||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | MANAGEMENT & IT CONTRACT | $2,530,110 |
| MARGARET R PARDEE MEMORIAL HOSPITAL | |||||
| 800 N JUSTICE ST | HENDERSONVILLE | NC | 28791 | ER CONTRACT SERVICES | $2,000,000 |
| CAROLINAS PHYSICIANS NETWORK | |||||
| 2709 WATER RIDGE PKWY STE 200 | CHARLOTTE | NC | 28217 | PHYSICIAN MANAGEMENT | $1,396,895 |
| QUALIVIS LLC | |||||
| 5930 CORNERSTONE COURT WEST SUITE | SAN DIEGO | CA | 92121 | CONTRACT NURSES | $1,386,135 |
| CAROLINA DREAMS ANESTHESIA PA | |||||
| PO BOX 786 | COLUMBUS | NC | 28722 | ANESTHESIA SERVICES | $685,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $953,657 | RelatedOrganizationsAmt |
| Government Grants | $1,186,774 | GovernmentGrantsAmt |
| All Other Contributions | $769,962 | AllOtherContributionsAmt |
| Total Contributions | $2,910,393 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE REVENUE | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $44,206,457 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,206,457 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $44,206,457 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $533,248 | TotalRevenueColumnAmt |
| Exclusion | $533,248 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $12,764 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$12,764 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,764 | TotalRevenueColumnAmt |
| Exclusion | -$12,764 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $473,483 | $473,483 |
| FOOD SERVICES | 900099 | $56,365 | $56,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $529,848 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,167,182 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,206,457 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,050,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,924,027 | TotalAmt |
| Program Services | $10,331,309 | ProgramServicesAmt |
| Management And General | $1,592,718 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,986 | TotalAmt |
| Program Services | $191,468 | ProgramServicesAmt |
| Management And General | $29,518 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,533,612 | TotalAmt |
| Program Services | $2,195,192 | ProgramServicesAmt |
| Management And General | $338,420 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $856,676 | TotalAmt |
| Program Services | $742,248 | ProgramServicesAmt |
| Management And General | $114,428 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,611 | TotalAmt |
| Management And General | $98,611 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,610 | TotalAmt |
| Management And General | $83,610 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,125 | TotalAmt |
| Management And General | $8,125 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,627,673 | TotalAmt |
| Program Services | $10,032,590 | ProgramServicesAmt |
| Management And General | $595,083 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,772 | TotalAmt |
| Program Services | $410,400 | ProgramServicesAmt |
| Management And General | $174,372 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910,565 | TotalAmt |
| Program Services | $837,273 | ProgramServicesAmt |
| Management And General | $73,292 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,106 | TotalAmt |
| Program Services | $9,245 | ProgramServicesAmt |
| Management And General | $12,861 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,341 | TotalAmt |
| Program Services | $4,743 | ProgramServicesAmt |
| Management And General | $6,598 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,504 | TotalAmt |
| Program Services | $76,504 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,673,654 | TotalAmt |
| Program Services | $2,673,654 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,742 | TotalAmt |
| Program Services | $228,742 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL SUPPLIES | $6,088,290 | $6,088,290 |
| BAD DEBT EXPENSE | $5,137,430 | $5,137,430 |
| OTHER TAXES | $3,677 | $3,677 |
| EXCISE TAX | $675 | $675 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,091,076 | TotalAmt |
| Program Services | $38,963,440 | ProgramServicesAmt |
| Management And General | $3,127,636 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,397,099 | BOYAmt |
| EOY | $16,671,181 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,870,978 | BOYAmt |
| EOY | $7,886,216 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,017,853 | BOYAmt |
| EOY | $864,734 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,411 | BOYAmt |
| EOY | $294,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,356,488 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,430,480 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,157,065 | BOYAmt |
| EOY | $12,926,008 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,766,675 | BOYAmt |
| EOY | $6,289,304 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,866,545 | BOYAmt |
| EOY | $29,847,747 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,269,626 | BOYAmt |
| EOY | $74,780,167 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,491,674 | BOYAmt |
| EOY | $4,316,625 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,409 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,709,061 | BOYAmt |
| EOY | $1,431,449 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,773,630 | BOYAmt |
| EOY | $3,299,326 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,911,774 | BOYAmt |
| EOY | $9,047,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,003,181 | BOYAmt |
| EOY | $64,295,561 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,354,671 | BOYAmt |
| EOY | $1,437,206 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,357,852 | BOYAmt |
| EOY | $65,732,767 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,269,626 | BOYAmt |
| EOY | $74,780,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,076,106 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $349,674 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$50,865 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $2,150 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $2,150 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS DUES TO THE AMERICAN HOSPITAL ASSOCIATION AND NORTH CAROLINA HOSPITAL ASSOCIATION. A PORTION OF THE DUES ARE USED FOR LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,254,668 | BeginningYearBalanceAmt |
| Contributions | $136,225 | ContributionsAmt |
| Investment Earnings Or Losses | $476,187 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $168,000 | AdministrativeExpensesAmt |
| End Year Balance | $5,699,080 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,024,115 | BeginningYearBalanceAmt |
| Contributions | $80,465 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,207,906 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,896,674 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,926,369 | BeginningYearBalanceAmt |
| Contributions | $352,677 | ContributionsAmt |
| Investment Earnings Or Losses | $913,069 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $168,000 | AdministrativeExpensesAmt |
| End Year Balance | $7,024,115 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,254,668 | BeginningYearBalanceAmt |
| Contributions | $304,908 | ContributionsAmt |
| Investment Earnings Or Losses | $384,793 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18,000 | AdministrativeExpensesAmt |
| End Year Balance | $5,926,369 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,140,038 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $301,088 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $186,458 | AdministrativeExpensesAmt |
| End Year Balance | $5,254,668 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14730 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | 0 | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,433 | OtherCostOrOtherBasisAmt |
| Book Value | $59,433 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,389,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,843,828 | DepreciationAmt |
| Book Value | $5,546,116 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $859,587 | OtherCostOrOtherBasisAmt |
| Depreciation | $585,441 | DepreciationAmt |
| Book Value | $274,146 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,557,567 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,001,211 | DepreciationAmt |
| Book Value | $6,556,356 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $489,957 | OtherCostOrOtherBasisAmt |
| Book Value | $489,957 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,926,008 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTIES | $28,957,626 |
| ROU ASSET | $890,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $29,847,747 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS | $2,368,681 |
| MISCELLANEOUS | $33,171 |
| LEASE LIABILITY | $897,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,299,326 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE ORGANIZED TO PROVIDE FUNDS FOR GENERAL PURPOSES. |
| PART X, LINE 2: | THE HOSPITAL, THE FOUNDATION, AND SLPN ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE PROFESSIONAL BUILDING IS A FOR-PROFIT CORPORATION SUBJECT TO FEDERAL AND STATE INCOME TAXES. THE HOSPITAL AND THE AFFILIATES HAVE DETERMINED THAT THEY DO NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2023. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $242,489 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $242,489 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00660 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,873,264 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,574,597 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,298,667 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03510 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,115,753 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,574,597 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,541,156 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04170 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $34,637 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $34,637 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $360,817 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $360,817 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00980 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,345,406 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,345,406 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03640 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,000 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $14,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,754,860 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,754,860 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04750 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,870,613 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,574,597 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,296,016 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08920 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $5,137,430 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,481,151 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $13,961,644 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $14,014,791 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$53,147 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 HOSPITAL DRIVE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Critical Access Hospital | Yes (X) | CriticalAccessHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST LUKE'S HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 21 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART V SUPPLEMENTAL INFORMATION | OwnWebsiteURLTxt |
| Other Website URL | HTTPS://WWW.STLUKESNC.ORG/GETPAGE.PHP?NAME=CHIP_CHNA | OtherWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Rpt Available Thru Other Method | Yes (X) | RptAvailableThruOtherMethodInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 21 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | HTTPS://WWW.STLUKESNC.ORG/GETPAGE.PHP?NAME=CHIP_CHNA | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | HTTPS://WWW.STLUKESNC.ORG/GETPAGE.PHP?NAME=FINANCIAL-SERVICES | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | HTTPS://WWW.STLUKESNC.ORG/GETPAGE.PHP?NAME=FINANCIAL-SERVICES | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | HTTPS://WWW.STLUKESNC.ORG/GETPAGE.PHP?NAME=FINANCIAL-SERVICES | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ST. LUKE'S HOSPITAL, INC. | PART V, SECTION B, LINE 5: AS PART OF ITS CHNA PROCESS THE ORGANITION TOOK INPUT FROM THE COMMUNITY. SEE CHNA FOR OUTLINE OF PROCESSES INCLUDED. HTTPS://WWW.STLUKESNC.ORG/GETPAGE.PHP?NAME=CHIP_CHNA |
| ST. LUKE'S HOSPITAL, INC. | PART V, SECTION B, LINE 6A: THE HOSPITAL MADE THE CHNA AVAILABLE TO THE LOCAL NEWS MEDIA/NEWSLETTERS. |
| ST. LUKE'S HOSPITAL, INC. | PART V, SECTION B, LINE 6B: WESTERN HEALTH NETWORK COALITION |
| ST. LUKE'S HOSPITAL, INC. | PART V, SECTION B, LINE 7D: HTTPS://WWW.STLUKESNC.ORG/GETPAGE.PHP?NAME=CHIP_CHNA |
| ST. LUKE'S HOSPITAL, INC. | PART V, SECTION B, LINE 11: IN REVIEWING DATA AND COMMUNITY CONCERNS, WE SELECTED SEVERAL HEALTH CONCERNS THAT WE HAVE THE CAPABILITY/RESOURCES TO AFFECT. A VARIETY OF DATA AND INFORMATION WAS COLLECTED FOR THE CHNA. THE PROCESS INCLUDED REVIEW AND ANALYSIS OF:1) SECONDARY, QUANTITATIVE STATISTICAL DATA;2) PRIMARY, QUALITATIVE COMMUNITY FEEDBACK;3) CURRENT COMMUNITY HEALTH RESOURCES AND ST. LUKE'S SPECIFIC ASSETS. TO SELECT PRIORITIES AND RELATED STRATEGIES THAT WE HAD CAPACITY TO IMPROVE, THE FOLLOWING CRITERIA WERE CONSIDERED:- DATA AND COMMUNITY INDICATES AN IMPORTANT NEED IN THE COMMUNITY- ST. LUKE'S HOSPITAL AND PARTNER-PROVIDERS HAVE CAPACITY TO MAKE AN IMPACT- ADDRESSING A SELECTED ISSUE HOLDS POTENTIAL TO AFFECT OTHER HEALTH CONDITIONS- STRATEGIES ALIGN WITH ST. LUKE'S CAPACITY AND MISSION |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7: | THE ORGANIZATION UTILIZED THE IRS WORKSHEETS TO DETERMINE THE COST TO CHARGE RATIO |
| PART I, LINE 7G: | OPERATION OF EMERGENCY DEPARTMENT AT A LOSS FOR THE BENEFIT OF THE COMMUNITY |
| PART I, LN 7 COL(F): | THE TOTAL EXPENSE ON FORM 990 PART XI, LN 25 CONTAINS A BAD DEBT EXPENSE OF $5,137,430 THAT HAS BEEN REMOVED FOR THE CALCULATION OF CHARITY CARE PERCENTAGE. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | *COMMUNITY BENEFIT PROGRAMS-INCLUDES THE UNREIMBURSED COST OF VARIOUS EDUCATION PROGRAMS, NON-BILLED MEDICAL SERVICES, IN-KIND DONATIONS AND OTHER SERVICES THAT MEET A STRONG COMMUNITY NEED, BUT DO NOT PAY FOR THEMSELVES. EXAMPLES OF THESE COMMUNITY BENEFIT PROGRAMS INCLUDE PERIODIC HEALTHTALK PROGRAMS TO PROVIDE EDUCATION AND UPDATED INFORMATION ON PARTICULAR AND TIMELY HEALTH TOPICS; VARIOUS HEALTH AND CANCER SCREENINGS FOR THE COMMUNITY, SCHOOLS, CHURCHES; AND FIRST AID AND HAND HYGIENE STATIONS AT VARIOUS COMMUNITY EVENTS AND FESTIVALS.OUR GENEROUS IN-KIND CONTRIBUTIONS TO NUMEROUS POLK COUNTY SOCIAL SERVICES AND CIVIC ENTITIES INCLUDE VOLUNTEER LEADERSHIP ROLES WITH HIGHWOODS APARTMENTS FOR LOW INCOME FAMILIES, THERMAL BELT OUTREACH HEALTH CARE COMMITTEE AND THE POLK COUNTY VISIONING COMMISSION, TO NAME A FEW. CIVIC PARTICIPATION INCLUDES TRYON KIWANIS CLUB, FOOTHILLS CHAMBER OF COMMERCE, TRYON ROTARY CLUB AND THE BLUE RIDGE HUNTER JUMPER ASSOCIATION, AMONG OTHERS. |
| PART III, LINE 3: | THE ORGANIZATION BELIEVES THAT ITS BAD DEBT WOULD BE CONSIDERED COMMUNITY BENEFIT DUE TO THE ECONOMIC CONDITIONS OF THE COMMUNITY SERVED. THE AMOUNT OF $1,481,151 IS THE CALCULATED COST OF SERVICES RESULTING IN BAD DEBT. |
| PART III, LINE 8: | AN INTERNAL COST-TO-CHARGE RATIO WAS USED TO COMPUTE MEDICARE ALLOCABLE COSTS OF CARE ON PART III, LN 6 AND IS USED IN THE ORGANIZATIONS COST REPORT. THE ORGANIZATION DOES NOT CURRENTLY CLASSIFY ANY OF ITS SHORTFALL AS COMMUNITY BENEFIT. |
| PART III, LINE 9B: | THE ORGANIZATION APPLIES THE SAME PROCEDURE TO ALL ACCOUNTS WHICH PROVIDE FOR THE MAILING OF TWO STATEMENTS, TWO LETTERS, AND TWO PHONE CALLS PRIOR TO MOVING THE ACCOUNT TO THE COLLECTION PROCESS. |
| PART VI, LINE 2: | EVERY THREE YEARS THE STATE OF NORTH CAROLINA REQUIRES EVERY LOCAL HEALTH DEPARTMENT AND NORTH CAROLINA HEALTHY CAROLINIANS PARTNERSHIPS TO CONDUCT A COMMUNITY HEALTH ASSESSMENT. A COMMUNITY HEALTH ASSESSMENT IS A PROCESS THAT ALLOWS THE MEMBERS OF THE COMMUNITY AND STAKEHOLDERS TO GAIN A BETTER UNDERSTANDING OF THE COUNTY'S HEALTH NEEDS AND CONCERNS.FOR SEVERAL YEARS, ST. LUKE'S HOSPITAL HAS COLLABORATED WITH WNC HEALTHY IMPACT FOR A COMPREHENSIVE COMMUNITY HEALTH ASSESSMENT (CHA). USING AVAILABLE DATA AND A CROSS-SECTION OF COUNTY RESIDENTS, WE SURVEY MEMBERS OF THE COMMUNITY REGARDING THEIR PERCEIVED HEALTHCARE NEEDS AND DISPARITIES. WE UTILIZE NC DATA AND HOST A HEALTH FORUM EVERY THREE YEARS DURING WHICH WE PRESENT THE SURVEY FINDINGS TO THE COMMUNITY. THE CHA IS PRESENTED DURING A PUBLIC MEETING, PRESENTED TO OUR BOARD OF COMMISSIONERS, INCLUDED ON WEBSITES AND PUBLISHED IN AREA NEWS MEDIA. THE HEALTH FORUM HELPS TO BRING PEOPLE WITH DIVERSE BACKGROUNDS AND DEMOGRAPHICS TO THE TABLE TO REACH CONSENSUS ON POLK COUNTY'S TOP HEALTHCARE NEEDS TO BE ADDRESSED AND WORK TOGETHER TO CREATE SOLUTIONS. FROM THE DATA, PUBLIC MEETING AND THE HOSPITAL'S STRATEGIC PLAN, WE CREATED A COMMUNITY HEALTH IMPROVEMENT PLAN IN CONJUNCTION WITH OUR LOCAL HEALTH DEPARTMENT. |
| PART VI, LINE 3: | ST. LUKE'S HOSPITAL ADVISES ALL UNDERINSURED/UNINSURED PATIENTS THRU VERBAL OR WRITTEN NOTIFICATION OF ASSISTANCE OFFERED BY OUR PATIENT FINANCIAL COUNSELOR TO ASSESS ANY POSSIBLE THIRD PARTY ASSISTANCE THROUGH FEDERAL, STATE, LOCAL GOVERNMENT PROGRAMS OR FINANCIAL ASSISTANCE. ALL PATIENT INFORMATION PACKETS GIVEN TO INPATIENT AND OUTPATIENT PATIENTS INCLUDE AN INFORMATION SHEET WITH DETAILED DIRECTIONS ON FINANCIAL ASSISTANCE PROCESSES AND HOW TO CONTACT THE SLH FINANCIAL COUNSELOR. THE INFORMATION INCLUDES DETAILED DESCRIPTIONS OF THE PAPERWORK REQUIRED AND APPROPRIATE TIMEFRAMES TO COMPLETE FULL APPLICATIONS. ALL STATEMENTS DIRECT PATIENTS TO CONTACT CUSTOMER SERVICE FOR FINANCIAL ASSISTANCE OPTIONS. THE ED REGISTRATION EMPLOYEE ASKS UNINSURED PATIENTS TO COMPLETE A FLOW SHEET WHICH IS GIVEN TO THE PATIENT FINANCIAL COUNSELOR TO REVIEW FOR THIRD PARTY PROGRAMS OR FINANCIAL ASSISTANCE. INFORMATION IS ALSO AVAILABLE ON THE HOSPITAL'S WEBSITE. |
| PART VI, LINE 4: | ST. LUKE'S HOSPITAL IS A FEDERALLY DESIGNATED CRITICAL ACCESS HOSPITAL THAT PROVIDES A WIDE RANGE OF ACUTE CARE SERVICES, 24/7 EMERGENCY CARE, GERIATRIC-PSYCHIATRIC INPATIENT AND INTENSIVE OUTPATIENT CARE, ADVANCED ORTHOPEDIC AND REHAB SERVICES, AND GENERAL SURGERY. THE 35-BED HOSPITAL IS LOCATED IN WESTERN NORTH CAROLINA AT THE FOOT OF THE BLUE RIDGE MOUNTAINS RIGHT AT THE NC/SC STATE LINE. THE PRIVATE, NOT-FOR-PROFIT COMMUNITY HOSPITAL PROVIDES PRIMARY AND ACUTE HEALTHCARE SERVICES TO POLK COUNTY AND UPSTATE SOUTH CAROLINA. ST. LUKE'S IS SITUATED 40 MILES SOUTHEAST OF ASHEVILLE, NC, AND 25 MILES NORTH OF SPARTANBURG, SC. POLK COUNTY IS A WELL-KNOWN RETIREMENT COMMUNITY, WITH SEVERAL INDEPENDENT AND ASSISTED LIVING COMMUNITIES THAT ALSO PROVIDE NURSING HOME CARE, REHAB, PERSONAL CARE AND TRAVEL, LEISURE AND ENTERTAINMENT OPPORTUNITIES. THE REGION HAS PROVEN TO BE AN ATTRACTIVE DESTINATION FOR RETIREES. THIS IS PARTICULARLY TRUE FOR POLK COUNTY AND RUTHERFORD COUNTY (ESPECIALLY AROUND LAKE LURE). RETIREE ATTRACTION HAS BROUGHT NEW SOURCES OF WEALTH, DEMAND FOR HOUSING, AND POTENTIAL ENTREPRENEURS TO THE REGION. |
| PART VI, LINE 5: | ST. LUKE'S HOSPITAL IS THE ONLY HOSPITAL IN OUR PRIMARY SERVICE AREA. WE ARE THE SAFETY-NET FOR OUR CITIZENS, WITH 24/7 EMERGENCY SERVICES FOR PHYSICAL INJURIES AND ILLNESSES AS WELL AS MENTAL HEALTH PATIENTS. WE ARE INVOLVED IN SERVICE TO OUR COMMUNITY THROUGH SPECIAL EVENTS, HEALTH FAIRS AND SCREENINGS, AND OUTREACH EDUCATION.IN THE EVENT OF SURPLUS FUNDS THE ORGANIZATION USES THE MAJORITY OF THESE AMOUNTS TO INVEST IN EDUCATION AND TRAINING OF CLINICAL AND NON CLINICAL STAFF, TUITION ASSISTANCE, WEBINARS, NURSING EDUCATION GRANTS, AND REINVESTMENT IN CAPITAL PROJECTS SUCH AS TECHNOLOGY WHICH WILL ENHANCE AND IMPROVE QUALITY OF CARE. |
| PART VI, LINE 7, REPORTS FILED WITH STATES | NC |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHELLE FORTUNE | ||||||||||||||
| CEO | $293,593 | $0 | $154,575 | $0 | $31,706 | $0 | $33,698 | $0 | $23,022 | $0 | $536,594 | $0 | $0 | $0 |
| FRANK SAVAGE MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $0 | $321,777 | $0 | $0 | $0 | $1,431 | $0 | $27,450 | $0 | $36,434 | $0 | $387,092 | $0 | $0 |
| JEFFREY VIAR MD | ||||||||||||||
| TRUSTEE | $0 | $179,843 | $0 | $45,755 | $0 | $1,214 | $0 | $18,666 | $0 | $30,115 | $0 | $275,593 | $0 | $0 |
| JOE STEPHENSON | ||||||||||||||
| OCONLOGIST | $260,436 | $0 | $0 | $0 | $0 | $0 | $8,997 | $0 | $0 | $0 | $269,433 | $0 | $0 | $0 |
| ELIZABETH PRESNELL | ||||||||||||||
| CFO | $153,123 | $0 | $42,944 | $0 | $1,318 | $0 | $8,274 | $0 | $31,125 | $0 | $236,784 | $0 | $0 | $0 |
| LYNN HENSLEY | ||||||||||||||
| VP OF ABULATORY SERVICES | $165,633 | $0 | $0 | $0 | $0 | $0 | $8,579 | $0 | $5,681 | $0 | $179,893 | $0 | $0 | $0 |
| WILSON KEMP | ||||||||||||||
| CARDIOLOGIST | $161,703 | $0 | $0 | $0 | $0 | $0 | $2,368 | $0 | $2,318 | $0 | $166,389 | $0 | $0 | $0 |
| KATHY HEFNER | ||||||||||||||
| CNO | $102,205 | $0 | $42,944 | $0 | $3,213 | $0 | $10,210 | $0 | $5,962 | $0 | $164,534 | $0 | $0 | $0 |
| SAVANAH HIGHTOWER MD | ||||||||||||||
| OCONLOGIST | $138,028 | $0 | $0 | $0 | $0 | $0 | $20,500 | $0 | $0 | $0 | $158,528 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE EXECUTIVE COMMITTEE IS COMPOSED OF THE FOLLOWING MEMEBERS: BOARD CHAIR, VICE CHAIR, SECRETARY, TREASURER, CHIEF MEDICAL OFFICER AND IMMEDIATE PAST CHAIR. WHEN THE BOARD IS NOT IN SESSION, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION, SUBJECT TO ANY PRIOR LIMITATIONS IMPOSED BY THE BOARD OF BY STATUE. THE EXECUTIVE COMMITTEE SHALL NOT TAKE ANY ACTION THAT CONFLICTS WITH ESTABLISHED POLICIES OF THE BOARD AND IT SHALL DEFER, WHEN POSSIBLE, ALL MATTERS OF MAJOR IMPORTANCE TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 WILL BE MADE AVAILABLE TO EACH VOTING BOARD MEMBER FOR REVIEW PRIOR TO A REQUEST FOR A VOTE. AFTER THE BOARD MEMBERS HAVE HAD AN OPPORTUNITY TO REVIEW AND ALL QUESTIONS HAVE BEEN ANSWERED SATISFACTORILY, THE BOARD WILL BE ASKED TO VOTE TO APPROVE FOR SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY TRUSTEE, BOARD MEMBER, OFFICER OR COMMITTEE MEMBER HAVING AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OR A COMMITTEE THEREOF FOR AUTHORIZATION, APPROVAL, OR RATIFICATION SHALL MAKE A PROMPT, FULL AND FRANK DISCLOSURE OF HIS/HER INTEREST TO THE HOSPITAL BOARD OR BOARD COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL INCLUDE ANY RELEVANT AND MATERIAL FACTS KNOWN TO SUCH PERSON ABOUT THE CONTRACT OR TRANSACTION WHICH MIGHT REASONABLY BE CONSTRUED TO BE ADVERSE TO THE CORPORATION'S INTEREST. THE BODY TO WHICH SUCH DISCLOSURE IS MADE SHALL THEREUPON DETERMINE, BY SIMPLE MAJORITY VOTE OF VOTING MEMBERS, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON DISCLOSING THE CONFLICT SHALL NOT VOTE ON, NOR USE HIS/HER NAME OR INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. A CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY EACH TRUSTEE. A CONFLICT OF INTEREST EXISTS WHENEVER AN INDIVIDUAL COULD BENEFIT FROM OTHERS, DIRECTLY OR INDIRECTLY, FROM ACCESS TO INFORMATION OR FROM A DECISION OVER WHICH THEY MIGHT HAVE INFLUENCE,OR, WHERE SOMEONE MIGHT REASONABLY PERCEIVE THERE TO BE SUCH A BENEFIT AND INFLUENCE. CONFLICTS OF INTEREST (REAL AND PERCEIVED) ARE UNAVOIDABLE AND SHOULD NOT PREVENT AN INDIVIDUAL FROM SERVING AS A DIRECTOR OR STAFF MEMBER UNLESS THE EXTENT OF THE INTEREST IS SO SIGNIFICANT THAT THE POTENTIAL FOR DIVIDED LOYALTY IS PRESENT IN A LARGE NUMBER OF SITUATIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | ATRIUM HEALTH HAS AN APPROVED COMPENSATION COMMITTEE THAT RETAINS INDEPENDENT EXPERTS TO DESIGN COMPLETE COMPENSATION PACKAGES. THE COMPENSATION COMMITTEE REVIEWS COMPARABILIGY DATA, REVIEWS EXECUTIVE OFFICERS' PERFORMANCE AND RECOMMENDATIONS FOR SENIOR OFFICERS. EXECUTIVE COMPENSATION IS APPROVED AND AN OFFICIAL REPORT IS GIVEN TO THE BOARD ALONG WITH DOCUMENTATION IN THE MINUTES OF MEETINGS. THE COMPENSATION PACKAGE IS THEN PRESENTED TO THE ST. LUKE'S HOSPITAL BOARD TO MODIFY AND APPROVE, IN LINE WITH ST. LUKE'S COMPENSATION STRATEGIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORMS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACT LABOR: PROGRAM SERVICE EXPENSES 2,443,029. MANAGEMENT AND GENERAL EXPENSES 198,354. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,641,383. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 4,562,122. MANAGEMENT AND GENERAL EXPENSES 370,406. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,932,528. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 174,405. MANAGEMENT AND GENERAL EXPENSES 14,160. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 188,565. MEDICAL SPECIALISTS: PROGRAM SERVICE EXPENSES 2,703,232. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,703,232. COLLECTION FEES: PROGRAM SERVICE EXPENSES 149,802. MANAGEMENT AND GENERAL EXPENSES 12,163. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,965. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF UNITRUST 40,009. ASSETS RELEASED FROM RESTRICTIONS -90,874. |
| FORM 990 PARTXII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ST LUKE'S HEALTH CARE INC | |||||||||||
| 101 HOSPITAL DRIVE | COLUMBUS | NC | 28722 | 561423318 | CONTROLLING ENTITY | NC | 501(C)(3) | PF | N/A | 0 | |
| ST LUKE'S FOUNDATION INC | |||||||||||
| 101 HOSPITAL DRIVE | COLUMBUS | NC | 28722 | 561757097 | FUNDRAISING FOR ST. LUKE'S HOSPITAL | NC | 501(C)(3) | LINE 7 | Yes (1) | ST LUKE'S HEALTHCARE INC | |
| ST LUKE'S PHYSICIAN NETWORK INC | |||||||||||
| 101 HOSPITAL DRIVE | COLUMBUS | NC | 28722 | 263082073 | HEALTHCARE SERVICES FOR POLK COUNTY, NC | NC | 501(C)(3) | LINE 3 | Yes (1) | ST LUKE'S HEALTHCARE INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |