2025-04-25T11:03:47-05:00 2024-06-30 BDO USA 421 Fayetteville Street Suite 300 Raleigh NC 27601 990 2023-07-01 560611546 Chatham Hospital Inc % MICHAEL BUNCH CHAT 9197994000 PO Box 649 Siler City NC 27344 MICHAEL BUNCH CFO 9197994000 2025-04-23 true true Sandra L Feinsmith P01064157 9192781936 2025-04-23 2023 2025-03-06 01:10:19Z UNC HEALTH CHATHAM JEFFREY STRICKLER PO Box 649 Siler City NC 27344 60403732 false X www.chathamhospital.org X 1939 NC SEE SCHEDULE O 17 9 292 10 239190 0 317317 0 51137640 59844757 97432 143119 481483 415856 52033872 60403732 3250 5769 0 0 16272966 17217687 0 0 0 41966858 46840301 58243074 64063757 -6209202 -3660025 41090209 40597678 49846467 53003316 -8756258 -12405638 X TO IMPROVE THE HEALTH AND WELL-BEING OF NORTH CAROLINIANS AND OTHERS WHOM WE SERVE. WE ACCOMPLISH THIS BY PROVIDING LEADERSHIP AND EXCELLENCE IN THE INTERRELATED AREAS OF PATIENT CARE, EDUCATION AND RESEARCH. false false 59173498 5769 59362570 CHATHAM HOSPITAL IS A 25-BED CRITICAL ACCESS HOSPITAL LOCATED IN SILER CITY, NC THAT IS PART OF THE UNC HEALTH SYSTEM. WITH A LONG HISTORY OF PROVIDING HIGH QUALITY HEALTH CARE TO THE RESIDENTS OF CHATHAM AND SURROUNDING COUNTIES, CHATHAM HOSPITAL HAS RECEIVED MULTIPLE FIVE-STAR RATINGS FOR PATIENT EXPERIENCE FROM THE CENTERS FOR MEDICARE & MEDICAID SERVICES. THE HOSPITAL, ACCREDITED BY THE JOINT COMMISSION, PROVIDES SURGICAL, MEDICAL, PEDIATRIC, MATERNITY AND EMERGENCY SERVICES. COMMUNITY BASED OUTPATIENT SERVICES IN THE AREA OF DIABETES EDUCATION, LABORATORY, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, IMAGING, CARDIAC REHABILITATION AND PULMONARY REHABILITATION ARE ALSO OFFERED. AS A CRITICAL ACCESS HOSPITAL, CHATHAM HOSPITAL IS ABLE TO UTILIZE BEDS, TO NOT ONLY MEET THE NEEDS OF ACUTE PATIENT CARE, BUT TO ALSO PROVIDE POST-ACUTE CARE TO PATIENTS WHO NO LONGER REQUIRE ACUTE MEDICAL CARE, BUT NEED ADDITIONAL TIME AND CARE FOR STRENGTHENING AND RECOVERY BEFORE RETURNING HOME. THE 11-BED EMERGENCY DEPARTMENT PROVIDES FULL-SERVICE AROUND THE CLOCK CARE TO MORE THAN 1,200 ADULTS AND CHILDREN EACH MONTH. UNC HEALTH BASES A HELICOPTER FOR TRANSPORT ON THE GROUNDS OF CHATHAM HOSPITAL. IN SEPTEMBER 2020, CHATHAM HOSPITAL OPENED A $2.6 MILLION MATERNITY CARE CENTER. THE CHATHAM HOSPITAL MATERNITY CARE CENTER IS CLOSE TO HOME AND PROVIDES COMPASSIONATE AND EXPERT CARE FOR MOTHERS AND THEIR NEWBORNS. THE OPENING IS THE FIRST TIME SINCE 1992 THAT CHATHAM HOSPITAL HAS OFFERED MATERNITY SERVICES. DESPITE MANY RURAL HEALTHCARE FACILITIES CLOSING MATERNITY CARE WARDS ACROSS THE NATION, CHATHAM HOSPITAL'S VENTURE IS PART OF UNC HEALTH'S RURAL CARE INITIATIVE. THIS SYSTEM INITIATIVE IS DESIGNED TO BRING MUCH NEEDED SERVICES TO WHERE PATIENTS LIVE. 59173498 true false false true false false false false false false true false false false true true true false false false false false false false false false true true false false true false false false false false false false false false false false false true true false false false true 41 0 true 292 true true true false false false false false false false false false false false X 17 9 false false false false true true true true true false false true true true true true true true true false X MICHAEL BUNCH 9197994000 PO BOX 649 SILER CITY NC 27344 X AMIR AGHAJANIAN MD DIRECTOR 60.0 0.0 X 0 593351 41899 MICHAEL BUNCH DIRECTOR/CFO 15.0 45.0 X X 0 322008 118349 JEFF STRICKLER DIRECTOR/PRESIDENT & CEO 30.0 30.0 X X 0 313808 116130 UDOBI CAMPBELL DIRECTOR 2.0 58.0 X 0 303805 108705 MEGHANN MCCANN DIRECTOR 2.0 58.0 X 0 316181 67959 JEFF LEGAY FORMER CFO 0.0 60.0 X 0 284155 29748 WOODWARD BURGERT III MD DIRECTOR 2.0 58.0 X 0 286331 25149 ERIC WOLAK DIRECTOR/COO & CNO 60.0 0.0 X X 226875 0 17921 DONNA SESSOMS DIRECTOR OF SURGICAL SERVICES 40.0 0.0 X 156380 0 47953 LEISA POWELL DIRECTOR 2.0 58.0 X 0 141962 43993 CHAD HALL PHARMACY MANAGER 40.0 0.0 X 150821 0 19117 BEVERLY CARPENTER PATIENT SERVICES MANAGER 40.0 0.0 X 150001 0 16878 ALLISON BOLIN DIRECTOR OF BUSINESS OPERATION 60.0 0.0 X 128820 0 30902 RACHEL BREWER ADMIN COORDINATOR/NURSING 40.0 0.0 X 140151 0 16849 JAN SHERLOCK RICAFORT CLINICAL NURSE 40.0 0.0 X 153615 0 0 MARK HALL DIRECTOR/CHAIRMAN 5.0 0.0 X X 0 0 0 FRANKLIN GOMEZ-FLORES DIRECTOR/VICE CHAIRMAN 5.0 0.0 X X 0 0 0 ANDREW HANNAPEL MD DIRECTOR/CMO 60.0 0.0 X X 0 0 0 MISTY DRAKE DIRECTOR 2.0 0.0 X 0 0 0 ETTA FOUSHEE DIRECTOR (THRU 12/2023) 2.0 0.0 X 0 0 0 ASHLYN MARTIN DIRECTOR (AS OF 02/2024) 2.0 0.0 X 0 0 0 ANGELYNN MCCLARY DIRECTOR 2.0 0.0 X 0 0 0 JENNIFER PLATT DIRECTOR 2.0 0.0 X 0 0 0 DAVID POE DIRECTOR 2.0 0.0 X 0 0 0 ANNE SCHWANKL DIRECTOR 2.0 0.0 X 0 0 0 DENNIS STREETS DIRECTOR (THRU 12/2023) 2.0 0.0 X 0 0 0 MICHAEL ZELEK DIRECTOR (AS OF 02/2024) 2.0 0.0 X 0 0 0 1106663 2561601 701552 22 true true false 360 ANESTHESIA PLLC 5550 FRANKLIN PIKE SUITE 201 NASHVILLE TN 37220 ANESTHESIA SERVICES 1112771 SODEXO MANAGEMENT INC 9801 WASHINGTONIAN BOULEVARD GAITHERSBURG MD 20878 FOOD & FAC MGMT SVCS 454561 SIGHTPATH MEDICAL LLC 5775 WEST OLD SHAKOPEE ROAD 90 BLOOMINGTON MN 55437 OPHTHALMIC SERVICES 314365 3 0 PATIENT REVENUE 524113 59154463 58915273 239190 OTHER REVENUE 621110 690294 443016 247278 59844757 143119 143119 0 0 411575 0 411575 0 411575 411575 0 0 0 0 0 0 0 0 0 0 OTHER REVENUE 900099 4281 4281 4281 60403732 59362570 239190 801972 5769 5769 0 0 0 439871 439871 0 13856635 12609537 1247098 473366 430763 42603 1399237 1273305 125932 1048578 954206 94372 0 0 0 2995 2995 0 0 17650347 16355277 1295070 0 1056 961 95 413145 375962 37183 15347 13966 1381 0 739691 673119 66572 9554 8694 860 0 0 374181 340505 33676 5475377 5475377 2279203 2074074 205129 315112 286752 28360 BAD DEBT EXPENSE 8805583 8805583 MINOR EQUIPMENT AND R&M 6154644 5600726 553918 PATIENT CARE SUPPLIES & SERV 3277083 3277083 HOME OFFICE ALLOCATION 654633 654633 672350 611839 60511 64063757 59173498 4890259 0 5456773 10136611 0 0 0 0 12651002 8214188 0 0 0 0 0 0 663635 735926 1565670 1484768 46778887 27254591 20262118 19524296 0 0 491011 501889 0 0 0 0 0 0 41090209 40597678 33232604 38989992 0 0 1045557 113668 0 0 0 0 0 0 1162886 1017507 0 0 14405420 12882149 49846467 53003316 X -8756258 -12405638 0 0 -8756258 -12405638 41090209 40597678 -3660025 10645 X false true X true false X false false false false false false false false true 2995 2995 false false SCHEDULE C, PART II-B, LINE 1, LOBBYING ACTIVITIES: ANNUAL DUES WERE PAID TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND NORTH CAROLINA HEALTHCARE ASSOCIATION (NCHA). A PERCENTAGE, DETERMINED BY THE AHA AND NCHA, WAS ESTIMATED TO BE EXPENDITURES USED IN LOBBYING ACTIVITIES BY THESE ORGANIZATIONS. 402081 402081 19638253 9749950 9888303 2711718 1881879 829839 18998128 14336929 4661199 5028707 1285833 3742874 19524296 0 LOAN PAYABLE TO UNCHCS 8768240 LEASE LIABILITY 4113909 12882149 X 51234613 10645 -9179764 -9169119 60403732 60403732 54883993 54883993 9179764 9179764 64063757 SCHEDULE D, Part X, Line 2: THE HOSPITAL IS INCORPORATED AS A NONPROFIT ORGANIZATION UNDER THE LAWS OF THE STATE OF NORTH CAROLINA AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SCHEDULE D, Part XI, Line 2D: - Other Adjustments BAD DEBT EXPENSE -8,805,583 INTEREST EXPENSE - 374,181 ------------ TOTAL -9,179,764 ------------ PART XII, LINE 4B - OTHER ADJUSTMENTS BAD DEBT EXPENSE 8,805,583 INTEREST EXPENSE 374,181 ------------ TOTAL 9,179,764 ------------ true true X true X 250. false true true true false true false 3174668 3174668 0.05750 8135233 9951726 11309901 9951726 3174668 0.05750 86335 86335 0.00160 5769 5769 0.00010 92104 92104 0.00170 11402005 9951726 3266772 0.05920 true 8805583 17410910 21380159 -3969249 X true true 1 1 CHATHAM HOSPITAL INC 475 PROGRESS BLVD SILER CITY NC 27344 www.chathamhospital.org H0007 X X X X CHATHAM HOSPITAL INC 1 false false true X X X X X X X X X 21 true false true true X SEE PART V X true 21 true SEE PART V false true X 250. 0. X true true X X X X true X SEE PART V X SEE PART V X SEE PART V X X X X X X true X false X X X true X false false PART V, SECTION B, LINE 5 FOR THIS ASSESSMENT, THE CHATHAM COUNTY COMMUNITY SURVEY (CCCS) WAS IMPLEMENTED TO TAKE INTO ACCOUNT INPUT FROM A BROAD REPRESENTATION. THE CCCS WAS CONDUCTED USING THE COMMUNITY ASSESSMENT (CA) COHORT, WHICH WAS INITIATED IN 2018 THROUGH A STRUCTURED PROTOCOL APPROVED BY CHATHAM COUNTY PUBLIC HEALTH DEPARTMENT (CCPHD) AND THE SCIENTIFIC ADVISORY COMMITTEE (SAC). THE CCCS WAS AN OPPORTUNITY TO REVISIT THE ORIGINAL SAMPLING SCHEME AND MODIFY THE SAMPLING SCHEME TO REFLECT RECENT CHANGES IN THE CHATHAM COUNTY POPULATION USING THE MOST CURRENT DATA AVAILABLE FROM THE U.S. CENSUS BUREAU. ADDITIONALLY, CCPHD WANTED TO EXPAND THE COHORT TO REPLACE THOSE LOST TO FOLLOW-UP AND TO RECRUIT MORE PARTICIPANTS FOR BETTER REPRESENTATION FROM BLACK/AFRICAN AMERICAN AND HISPANIC/LATINX COMMUNITY MEMBERS. THE SAMPLING METHODOLOGY WAS MODIFIED FIRST TO ACCOUNT FOR CHANGES IN THE MEDIAN HOUSEHOLD INCOME ACROSS CENSUS BLOCK GROUPS. USING THIS DATA, THE CENSUS BLOCKS WERE GROUPED INTO THREE CATEGORIES, LOW, MEDIUM AND HIGH INCOMES, REPRESENTING THE PERCENTILES OF THE MEDIAN HOUSEHOLD INCOME DISTRIBUTION ACROSS CENSUS BLOCKS. TO ENSURE AN EVEN NUMBER OF CENSUS BLOCKS IN EACH STRATUM AND TO EXPAND THE CA COHORT, ADDITIONAL CENSUS BLOCKS WERE SELECTED FOR A TOTAL OF 76 CENSUS BLOCKS INCLUDED IN THE CA COHORT SAMPLING. THE ADDITIONAL BLOCKS WERE SELECTED WITH PROBABILITY PROPORTIONATE TO THE BLACK AND HISPANIC OR LATINO POPULATION. FOR EACH NEWLY SAMPLED CENSUS BLOCK 7 HOUSEHOLDS RANDOMLY SAMPLED FROM RESIDENTIAL ADDRESS DATA, AND FOR THE ORIGINALLY SAMPLED BLOCKS WITH EXISTING COHORT MEMBERS, REPLACEMENT HOUSEHOLDS WERE RANDOMLY SAMPLED AND ADDED AS NECESSARY WITHIN EACH BLOCK TO OBTAIN A TOTAL OF 7 HOUSEHOLDS IN EACH BLOCK. IN FALL 2021, GIVEN A SURGE IN COVID-19 AND ELEVATED COMMUNITY TRANSMISSION, THE DECISION WAS MADE TO FOREGO IN-PERSON DATA COLLECTION AND REACH OUT TO COHORT MEMBERS THROUGH MAIL, PHONE, AND EMAIL. TO ACCOUNT FOR THE ANTICIPATED LOW RESPONSE RATE WITH THE ABSENCE OF IN-PERSON SURVEYING, EACH OF THE CLUSTERS WERE OVERSAMPLED BY FOUR TIME THE ORIGINAL SELECTION, WITH AN OVERSAMPLING FROM 7 TO 28 HOUSEHOLDS. FOR SELECTED CLUSTERS WITH LESS THAN 28 HOUSEHOLDS, ALL WERE SELECTED AS PART OF THE OVERSAMPLE. WITH THE OVERSAMPLING, THE TOTAL OF 1,860 HOUSEHOLDS WERE SAMPLED. IN ADDITION TO THE COHORT SURVEY, A SHORT SUPPLEMENTAL SURVEY WAS OFFERED TO ALL MEMBERS OF THE CHATHAM COUNTY COMMUNITY AS AN OPPORTUNITY FOR THOSE NOT SELECTED AS PART OF THE SAMPLE TO PARTICIPATE AND SHARE THOUGHTS ABOUT THEIR EXPERIENCES WITH HEALTH AND WELL-BEING IN CHATHAM COUNTY. OVERALL, 207 RESPONSES WERE COLLECTED FROM OCTOBER TO DECEMBER 2021. PART V, SECTION B, LINE 6B THE ORGANIZATION'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED WITH THE FOLLOWING ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES: CHATHAM COUNTY PUBLIC HEALTH DEPARTMENT AND CHATHAM HEALTH ALLIANCE. PART V, SECTION B, LINE 7A HTTPS://WWW.CHATHAMHOSPITAL.ORG/CH/ABOUT-US/COMUNITY-HEALTH-NEEDS-ASSESSEM ENT PART V, SECTION B, LINE 10A HTTPS://WWW.CHATHAMHOSPITAL.ORG/CH/ABOUT-US/COMUNITY-HEALTH-NEEDS-ASSESSEM ENT PART V, SECTION B, LINE 11 THE HOSPITAL HAS IDENTIFIED THE FOLLOWING THREE HEALTH PRIORITIES: MENTAL HEALTH SEVERAL KEY MENTAL HEALTH INDICATORS WORSENED IN RESULTS FROM THE 2018 CHATHAM COUNTY COMMUNITY SURVEY TO THE 2021 CHATHAM COUNTY COMMUNITY SURVEY, INCLUDING THE PERCENTAGE OF RESIDENTS REPORTING "HIGH" DAY-TO-DAY STRESS LEVELS (9.1% TO 10.7%), "FAIR"POOR" SELF-REPORTED MENTAL HEALTH (7.4% TO 11.3%), AND EVER HAVING ANXIETY OR DEPRESSION (20.1% TO 33.3%). YOUTH RISK BEHAVIOR SURVEY RESULTS FROM 2019 ALSO INDICATED THAT YOUTH IN CHATHAM COUNTY ARE EXPERIENCING HIGH LEVELS OF DEPRESSION AND OTHER MENTAL HEALTH STRESSES. WOMEN AND RESIDENTS OF COLOR WERE DISPROPORTIONATELY AFFECTED. SUBSTANCE USE AND ACCESS TO SERVICES WERE ALSO CONCERNS, PARTICULARLY THE SHARP INCREASE IN UNINTENTIONAL OVERDOSE DEATH RATES IN RECENT YEARS. TRANSPORTATION ISSUES WITH TRANSPORTATION CAN LIMIT ACCESS TO MANY SERVICES, ACTIVITIES, AND OPPORTUNITIES, SUCH AS WORK, PHYSICAL ACTIVITY, HEALTHY FOOD STORES, AND HEALTH CARE. IN MANY PARTS OF THE COUNTY, ACCESS TO A VEHICLE IS CRUCIAL; ADDITIONALLY, CHATHAM COUNTY HAS JUST ONE PUBLIC TRANSPORTATION SERVICE, WHICH MANY RESIDENTS REPORTED NOT KNOWING ABOUT OR FELT WAS NOT CONVENIENT FOR THEIR NEEDS. SIDEWALKS WERE A COMMON TOPIC OF CONCERN IN THE 2021 CHATHAM COUNTY COMMUNITY SURVEY, WITH 16% OF ADULTS SAYING THERE WERE NO SIDEWALKS WHERE THEY NEEDED TO WALK, INCLUDING 26% OF HISPANIC/LATINX ADULTS. EMPLOYMENT EMPLOYMENT IS A CROSS-CUTTING ISSUE THAT IS INTERTWINED WITH MANY OTHER HEALTH PRIORITIES. WHILE CHATHAM COUNTY HAS A RELATIVELY LOW UNEMPLOYMENT RATE (3.6% AS OF MARCH 2022), MORE THAN HALF OF CHATHAM COUNTY WORKERS WORK OUTSIDE OF THE COUNTY (55.6%), ACCORDING TO THE U.S. CENSUS. AVERAGE WEEKLY WAGE IN THE COUNTY IS $839, COMPARED TO THE STATE AVERAGE OF $1,111, AS OF Q3 2021. THERE ARE ALSO STARK DISPARITIES IN MEDIAN HOUSEHOLD INCOME WITHIN THE COUNTY, WITH WHITE, NON-HISPANIC/LATINX RESIDENTS MAKING 1.6 TO 2.7 MORE PER YEAR THAN OTHER DEMOGRAPHIC GROUPS, ACCORDING TO THE U.S. CENSUS. LOSS OF EMPLOYMENT OR SWITCHING JOBS WAS ALSO A FACTOR FOR MANY WHO REPORTED NOT HAVING HEALTH INSURANCE IN THE 2021 CHATHAM COUNTY COMMUNITY SURVEY. UNC HEALTH CHATHAM'S STRATEGIC PLAN TO ADDRESS THE IDENTIFIED HEALTH PRIORITIES: 1. UNC HEALTH CHATHAM CNO/COO WILL CONTINUE AS A MEMBER OF THE CHATHAM HEALTH ALLIANCE STEERING COMMITTEE. 2. UNC HEALTH CHATHAM CNO/COO WILL CONTINUE AS A MEMBER OF THE CHATHAM HEALTH ALLIANCE. 3. UNC HEALTH CHATHAM WILL HAVE REPRESENTATION ON EACH HEALTH ALLIANCE SUBCOMMITTEES AND ACTIVELY WORK TO ADDRESS THE THREE MAIN HEALTH PRIORITIES OF MENTAL HEALTH, TRANSPORTATION, AND EMPLOYMENT. 4. UNC HEALTH CHATHAM WILL WORK CLOSELY WITH UNC PHYSICIAN'S NETWORK TO INCREASE OUTPATIENT BEHAVIORAL HEALTH ACCESS. 5. UNC HEALTH CHATHAM WILL CONTINUE PROVIDING TELE PSYCHIATRY PROGRAM IN THE EMERGENCY DEPARTMENT THROUGH UNCMC EMERGENCY DEPARTMENT PSYCHIATRIC PROVIDERS. 6. UNC HEALTH CHATHAM WILL CONTINUE TO PROVIDE THE CHARITY CARE PROGRAM. 7. UNC HEALTH CHATHAM WILL CONTINUE GROWING AND DEVELOPING OUTPATIENT PROGRAMS INCLUDING, BUT NOT LIMITED TO, IMAGING, CARDIOPULMONARY, MATERNAL CARE, AND SURGICAL SERVICES ACCESS. 8. UNC HEALTH CHATHAM WILL CONTINUE TO COLLABORATE WITH CHATHAM COUNTY HEALTH DEPARTMENT ON COMMUNITY HEALTH NEEDS INCLUDING, BUT NOT LIMITED TO, DIABETES AND ON-GOING COVID PANDEMIC RESPONSE. 9. UNC HEALTH CHATHAM WILL CONTINUE TO COLLABORATE WITH UNC PHYSICIANS NETWORK ON PRIMARY AND SPECIALTY CARE SERVICES FOR CHATHAM COUNTY. THIS THREE-YEAR COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) STRATEGIC IMPLEMENTATION PLAN (SIP) WAS PRESENTED AND ADOPTED BY THE CHATHAM HOSPITAL BOARD OF DIRECTORS ON NOVEMBER 7, 2022 WITH THE VISION THAT UNC HEALTH CHATHAM WILL USE THE PLAN AS A ROAD MAP TO TRACK AND ASSESS PROGRESS TOWARDS MEETING THE COMMUNITY HEALTH GOALS. CHATHAM CHNA TASK FORCE WILL MAKE ADJUSTMENTS ALONG THE WAY ENABLING COLLABORATION WITH COMMUNITY PARTNERS WHILE RESPONDING TO LOCAL CONDITIONS AND CHANGES IN COMMUNITY PRIORITIES AND LEADERSHIP. UNC HEALTH CHATHAM WILL EVALUATE PROGRESS AT THE END OF EACH CALENDAR YEAR AND MODIFY THE PLAN ACCORDINGLY. THE REMAINING TOP HEALTH ISSUES THAT CHATHAM HOSPITAL WILL NOT BE ADDRESSING INCLUDE THE FOLLOWING: ACTIVITIES FOR YOUTH, CHILDCARE, BUILT ENVIRONMENT, HEALTHCARE ACCESS, HEALTHY AGING, HEALTHY FOOD SYSTEMS, AND SUBSTANCE USE SUPPORT/TREATMENT. WHILE CHATHAM HOSPITAL RECOGNIZES THESE HEALTH NEEDS, THEIR RESOURCES ARE BETTER USED IN ADDRESSING THE TOP THREE HEALTH PRIORITIES LISTED ABOVE. PART V, SECTION B, LINES 15e FINANCIAL ASSISTANCE APPLICATIONS CAN BE RETURNED SEVERAL WAYS INCLUDING US POSTAL MAIL IN PROVIDED PRE-PAID ENVELOPE, IN PERSON AT THE FINANCIAL ASSISTANCE DEPARTMENT OR WITH A FINANCIAL NAVIGATOR, VIA SECURE PATIENT PORTAL, OR BY SECURE FAX. PART V, SECTION B, LINES 16A-C HTTPS://WWW.CHATHAMHOSPITAL.ORG/CH/PATIENTS-VISITORS/BILLING PART V, SECTION B, LINE 20D TO ASSIST PATIENTS WHO MAY BE ELIGIBLE FOR FINANCIAL ASSISTANCE, BUT CIRCUMSTANCES PREVENT COMPLETION OF A FULL APPLICATION, A PRESUMPTIVE DETERMINATION MAY BE UTILIZED. 2 CHATHAM MEDICAL PARK 163 MEDICAL PARK DRIVE SILER CITY NC 27344 CARDIAC REHABILITATION, DIABETES EDUCATION, PT/OT, AND specialty care UNC CHATHAM PARK MEDICAL OFFICE 75 FREEDOM Parkway PITTSBORO NC 27312 IMAGING SERVICES, REHABILITATION SERVICES, AND SPECIALTY CARE PART I, LINE 7 During March 2023, the Healthcare Access and Stabilization Program (HASP) was enacted by the State of North Carolina and is a federally funded program through CMS to enhance Medicaid reimbursement. HASP provides for increased reimbursements to hospitals and increases hospital assessments to fund the program. As part of the HASP process, we expect our community benefit to rise as we implement debt mitigation efforts. PART I, LINE 7, COLUMN (F) THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 24(A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THE COLUMN IS $8,805,583. PART II AS A MEMBER HOSPITAL OF UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM (UNC HCS), UNC HEALTH CHATHAM PARTICIPATES IN SEVERAL COMMUNITY BUILDING ACTIVITIES. UNC HEALTH CHATHAM COLLECTS SCHOOL SUPPLIES THAT ARE DONATED TO LOCAL COUNTY SCHOOLS TO BE SHARED WITH STUDENTS IN NEED. ALSO, UNC HEALTH CHATHAM COLLECTS FOOD FOR A UNC HCS WIDE FOOD DRIVE TO BE DONATED TO THE LOCAL FOOD BANKS AND GIVEN TO FAMILIES THAT STRUGGLE WITH FOOD INSECURITY. IN COMPLIANCE WITH THE AFFORDABLE CARE ACT, UNC HEALTH CHATHAM PARTICIPATES WITH OTHER CHATHAM COUNTY ORGANIZATIONS TO PREPARE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) EVERY THREE YEARS. THE MOST CURRENT CHNA WAS CONDUCTED IN TAX YEAR 2021 AND THE THREE TOP PRIORITIES FOR UNC HEALTH CHATHAM ARE MENTAL HEALTH, TRANSPORTATION AND EMPLOYMENT. BY FOCUSING ON THESE PRIORITY ITEMS, UNC HEALTH CHATHAM CAN MAKE AN EFFECTIVE HEALTH IMPACT IN THE COMMUNITY. PART III, LINE 2 THE ORGANIZATION'S BAD DEBT EXPENSE AS REPORTED ON THE AUDITED FINANCIAL STATEMENTS AND FORM 990 PART IX. THE COST-TO-CHARGE RATIO FOR THE YEAR WAS APPLIED TO THE GROSS BAD DEBT CHARGES FOR THE YEAR. PART III, LINE 3 THE ORGANIZATION'S BAD DEBT DOES NOT INCLUDE ANY AMOUNTS ATTRIBUTABLE TO THOSE PATIENTS WHO APPLIED FOR AND RECEIVED FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY. PART III, LINE 4 NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYORS, AND OTHERS FOR SERVICES RENDERED, INCLUDING ESTIMATED RETROACTIVE ADJUSTMENTS DUE TO FUTURE AUDITS, REVIEWS, AND INVESTIGATIONS. RETROACTIVE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED, AND SUCH AMOUNTS ARE ADJUSTED IN FUTURE PERIODS AS ADJUSTMENTS BECOME KNOWN OR AS YEARS ARE NO LONGER SUBJECT TO SUCH AUDITS, REVIEWS, AND INVESTIGATIONS. PART III, LINE 8 AS A CRITICAL ACCESS HOSPITAL, THE DIFFERENCE BETWEEN REVENUE RECEIVED FROM MEDICARE AND THE MEDICARE ALLOWABLE COST IS THE AMOUNT DUE FROM THE PATIENTS IN THE FORM OF CO-PAYMENTS, CO-INSURANCE AND DEDUCTIBLES. THE PATIENT AMOUNTS THAT ARE NOT COLLECTED END UP AS BAD DEBTS WHICH ARE PARTIALLY RECOVERABLE ON FUTURE COST REPORTS. PART III, LINE 9B POLICY DOES CONTAIN PROVISIONS ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE. PART VI, LINE 2 LESS THAN 20% OF OUR COUNTY'S RESIDENTS LIVE IN INCORPORATED TOWNS. THE COUNTY HAS ABOUT 93.1 RESIDENTS PER SQUARE MILE, WHICH REFLECTS ITS GENERALLY RURAL NATURE. A CRITICAL ACCESS HOSPITAL IS ESSENTIAL FOR A RURAL COMMUNITY SUCH AS THIS. CHATHAM HOSPITAL ADDRESSES THE COMMUNITY'S EMERGENCY HEALTH NEEDS BY PROVIDING AROUND-THE-CLOCK EMERGENCY SERVICES TO MORE THAN 1,000 PATIENTS EACH MONTH. OUR 5,500-SQUARE FOOT EMERGENCY ROOM IS NEWLY RENOVATED AND EQUIPPED WITH THE ADVANCED DIAGNOSTIC AND MONITORING EQUIPMENT REQUIRED TO DELIVER EXCELLENT CARE. CHATHAM HOSPITAL STRIVES TO IMPROVE EMERGENCY CARE FOR KIDS BY INCREASING MEDICATION SAFETY. ALSO, THE HOSPITAL HAS A DIABETES SELF MANAGEMENT PROGRAM FOR INDIVIDUALS WITH DIABETES WITHIN THE COMMUNITY. PART VI, LINE 3 NOTICES OF PATIENT FINANCIAL PROGRAMS ARE POSTED IN SERVICE AREAS, AND BROCHURES ARE AVAILABLE DESCRIBING THE PROGRAMS AND PHONE NUMBERS FOR QUESTIONS OR TO REQUEST APPLICATIONS. FINANCIAL COUNSELORS ARE LOCATED IN SERVICE AREAS FOR DISCUSSIONS REGARDING FUNDING SOURCES, INCLUDING CHARITY CARE, AND SELF PAY PATIENT ACCOUNTS ARE AUTOMATICALLY ROUTED TO MEDICAID ASSISTANCE COUNSELORS FOR REVIEW OF ELIGIBILITY POTENTIAL FOR MEDICAID. REGISTRATION COVERS THE CHARITY PROGRAM WITH PATIENTS DURING REGISTRATION AND GIVES CHARITY APPLICATIONS TO THOSE WHO DON'T HAVE INSURANCE OR WHO MEET CERTAIN CRITERIA. REGISTRATION ALSO INFORMS PATIENTS THAT PATIENT FINANCIAL SERVICES IS AVAILABLE TO PATIENTS WHO WISH TO DISCUSS PAYMENT OPTIONS. PART VI, LINE 4 POPULATION INFORMATION: CHATHAM COUNTY'S POPULATION INCREASED TO OVER 76,000 AS OF APRIL 1, 2020, AN INCREASE OF MORE THAN 20% FROM THE 2010 CENSUS. CHATHAM COUNTY IS THE 36TH LARGEST COUNTY IN NORTH CAROLINA BY POPULATION BUT HAD THE 7TH HIGHEST RATE OF POPULATION GROWTH OF ALL COUNTIES BETWEEN 2010 AND 2020. CHATHAM IS A PREDOMINATELY RURAL COUNTY WITH A POPULATION DENSITY OF 93.1 PERSONS PER SQUARE MILE, LESS THAN HALF OF THE POPULATION DENSITY OF THE STATE AS A WHOLE. SIXTY-SIX PERCENT OF THE POPULATION LIVED IN RURAL AREAS, WHICH MADE UP 97.5% OF THE COUNTY'S TOTAL AREA. ETHNIC/RACIAL DIVERSITY: FIFTY-TWO PERCENT OF COUNTY RESIDENTS ARE FEMALE. THE POPULATION IS 82.2% WHITE, 12.4% BLACK/AFRICAN-AMERICAN, 12.1% HISPANIC/ LATINX, 2.2% ASIAN, 1.2% AMERICAN INDIAN OR ALASKA NATIVE. APPROXIMATELY 14% OF THE COUNTY'S RESIDENTS 5 YEARS OF AGE AND OLDER LIVE IN A HOME WHERE LANGUAGE OTHER THAN ENGLISH IS SPOKEN. AGE: CHATHAM COUNTY HAS A RELATIVELY HIGH PROPORTION OF RESIDENTS AGED SIXTY-FIVE AND OLDER; APPROXIMATELY 25% OF RESIDENTS ARE SIXTY-FIVE AND OLDER, COMPARED TO AROUND 16% OF THE STATE AND COUNTY POPULATIONS, RESPECTIVELY. AROUND 20% OF RESIDENTS ARE UNDER EIGHTEEN, INCLUDING 4.9% UNDER THE AGE OF FIVE. INCOME AND POVERTY: THE COUNTY'S MEDIAN HOUSEHOLD INCOME, ADJUSTED FOR INFLATION, WAS $69,799 IN 2020, SLIGHTLY HIGHER THAN THE NORTH CAROLINA MEDIAN INCOME OF $56,642. THE MEDIAN HOUSEHOLD INCOME FOR WHITE, NON-HISPANIC INDIVIDUALS, $81,165, WAS NEARLY TWICE FOR BLACK/AFRICAN AMERICAN INDIVIDUALS, $41,498, AND MORE THAT 60% HIGHER THAN THAT OF HISPANIC/LATINX INDIVIDUALS, $50,461. PART VI, LINE 5 CHATHAM HOSPITAL STRIVES TO FURTHER ITS EXEMPT PURPOSES BY PARTNERING IN THE COMMUNITY TO ASSESS HEALTH NEEDS AND TO HELP DEVELOP STRATEGIES TO FULFILL THOSE NEEDS. CHATHAM HOSPITAL IS WELL ENGAGED IN THE COMMUNITY THROUGH JOINT EFFORTS WITH OTHER ORGANIZATIONS, COMMUNITY OUTREACH THROUGH EDUCATION AND HEALTH FAIRS, DIRECTLY CONTRIBUTING TO FUNDRAISING EFFORTS, WORKING TO QUALIFY PATIENTS FOR EITHER INSURANCE OR CHARITY CARE AND IF NOT, PROVIDING DISCOUNTS TO HEALTH SERVICES. PART VI, LINE 6 CHATHAM HOSPITAL AND UNC HEALTH CARE ARE PARTNERING TO BRING NATIONALLY-RECOGNIZED HEALTH CARE TO CHATHAM COUNTY. OUR PARTNERSHIP MEANS YOU'LL CONTINUE TO HAVE ACCESS TO ADVANCED HEALTH CARE CLOSE TO HOME, WITH THE PERSONAL TOUCH YOU'VE COME TO EXPECT FROM US. X X X X X false false false false false true true false false AMIR AGHAJANIAN MD DIRECTOR 0 443172 0 150179 0 0 0 16170 0 25729 0 635250 0 0 MICHAEL BUNCH DIRECTOR/CFO 0 267030 0 46460 0 8518 0 105283 0 13066 0 440357 0 0 JEFF STRICKLER DIRECTOR/PRESIDENT & CEO 0 259515 0 45175 0 9118 0 103064 0 13066 0 429938 0 0 UDOBI CAMPBELL DIRECTOR 0 241823 0 39256 0 22726 0 95639 0 13066 0 412510 0 0 MEGHANN MCCANN DIRECTOR 0 254044 0 61537 0 600 0 40657 0 27302 0 384140 0 0 JEFF LEGAY FORMER CFO 0 235627 0 39795 0 8733 0 12052 0 17696 0 313903 0 0 WOODWARD BURGERT III MD DIRECTOR 0 222290 0 64041 0 0 0 4937 0 20212 0 311480 0 0 ERIC WOLAK DIRECTOR/COO & CNO 180795 0 45385 0 695 0 1807 0 16114 0 244796 0 0 0 DONNA SESSOMS DIRECTOR OF SURGICAL SERVICES 116449 0 22703 0 17228 0 40844 0 7109 0 204333 0 0 0 LEISA POWELL DIRECTOR 0 117444 0 13273 0 11245 0 36884 0 7109 0 185955 0 0 CHAD HALL PHARMACY MANAGER 136191 0 14563 0 67 0 4579 0 14538 0 169938 0 0 0 BEVERLY CARPENTER PATIENT SERVICES MANAGER 149977 0 24 0 0 0 113 0 16765 0 166879 0 0 0 ALLISON BOLIN DIRECTOR OF BUSINESS OPERATION 115969 0 12851 0 0 0 2045 0 28857 0 159722 0 0 0 RACHEL BREWER ADMIN COORDINATOR/NURSING 130066 0 4221 0 5864 0 3963 0 12886 0 157000 0 0 0 JAN SHERLOCK RICAFORT CLINICAL NURSE 153247 0 368 0 0 0 0 0 0 0 153615 0 0 0 SCHEDULE J, PART I, LINE 6: EMPLOYEES IN MANAGERIAL ROLES PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN APPROVED ANNUALLY BY THE UNC HCS BOARD OF DIRECTORS. THE COMPENSATION EARNED UNDER THIS PLAN IS BASED PARTLY ON THE NET EARNINGS OF THE ORGANIZATION AND THE UNC HCS. OTHER PERFORMANCE MEASURES USED TO DETERMINE INCENTIVE COMPENSATION ARE PATIENT SATISFACTION, PATIENT CARE QUALITY OUTCOMES AND INNOVATIVE INITIATIVES TO IMPROVE OPERATIONS AND CARE DELIVERY. FORM 990, PART I, LINE 1: TO IMPROVE THE HEALTH AND WELL-BEING OF NORTH CAROLINIANS AND OTHERS WHOM WE SERVE. WE ACCOMPLISH THIS BY PROVIDING LEADERSHIP AND EXCELLENCE IN THE INTERRELATED AREAS OF PATIENT CARE, EDUCATION AND RESEARCH. FORM 990, PART VI, SECTION A, LINE 6: THE ORGANIZATION'S SOLE MEMBER IS THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM. FORM 990, PART VI, SECTION A, LINE 7A: THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM APPOINTS THE CHAIR AND VICE CHAIR OF THE BOARD AND APPROVES ALL OTHER MEMBERS, NOT LESS THAN SEVEN (7) AND NO MORE THAN FIFTEEN (15). FORM 990, PART VI, SECTION A, LINE 7B: IN ADDITION TO SUCH POWERS AND RIGHTS AS ARE VESTED IN IT BY LAW, THE AMENDED AND RESTATED ARTICLES OF INCORPORATION OF THE CORPORATION OR THE AMENDED AND RESTATED BYLAWS, THE MEMBER ("UNCHCS") SHALL HAVE THE FOLLOWING POWERS: (A) THE POWER TO APPOINT THE CHAIRMAN OF THE BOARD, VICE CHAIRMAN, PRESIDENT, EXECUTIVE VICE PRESIDENTS, SECRETARY/TREASURER AND OTHER CORPORATE OFFICERS OF THE CORPORATION; (B) THE POWER TO APPOINT INDIVIDUAL MEMBERS OF THE CORPORATION'S BOARD OF TRUSTEES; (C) THE POWER TO ESTABLISH AND MAINTAIN QUALITY, SERVICE DELIVERY, AND FINANCIAL STANDARDS TO BE OBSERVED BY ALL MEMBERS OF UNCHCS, INCLUDING THE CORPORATION; (D) THE POWER TO ESTABLISH A SCHEDULE OF COST-BASED ASSESSMENTS PAYABLE BY PROVIDER COMPONENTS OF UNCHCS FOR THE SUPPORT OF THAT PORTION OF ITS OPERATING BUDGET ATTRIBUTABLE TO UNCHCS-WIDE ADMINISTRATION AND INITIATIVES AND REFLECTING OPERATING ENTITY PERFORMANCE; (E) THE POWER TO NEGOTIATE, DEVELOP, AND APPROVE ALL MANAGED CARE PRODUCTS AND CONTRACTS FOR THE CORPORATION; (F) THE POWER TO APPROVE (I) THE CORPORATION'S NAME, (II) CAPITAL AND OPERATING BUDGETS OF THE CORPORATION, AND (III) NON-BUDGETED MATERIAL EXPENDITURES OF THE CORPORATION (AS "MATERIAL" IS ESTABLISHED BY THE MEMBER FROM TIME TO TIME), PROVIDED THAT ONLY THE BOARD OF TRUSTEES SHALL HAVE THE AUTHORITY TO INITIATE A CHANGE IN THE NAME OF THE CORPORATION OF THE HOSPITAL, WHICH SHALL BE SUBJECT TO FINAL APPROVAL BY UNCHCS; AND (G) OTHER POWERS MUTUALLY AGREED TO BY UNCHCS AND THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. THE ORGANIZATION'S PRESIDENT AND CFO REVIEWED THE FORM 990 AND THE FULL BOARD RECEIVED A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING ALL BOARD MEMBERS AND OFFICERS TO ANNUALLY COMPLETE AND SIGN A QUESTIONNAIRE DOCUMENTING ANY AREA OF CONFLICT OF INTEREST. THE BOARD MEMBERS AND OFFICERS ARE REQUIRED TO REPORT AND DOCUMENT ANY NEW AREAS OF CONFLICT OF INTEREST AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION USES AN INDEPENDENT CONSULTANT TO MEASURE FAIR VALUE OF COMPENSATION FOR THE ORGANIZATION'S PRESIDENT AND OTHER TOP MANAGEMENT. THE ORGANIZATION'S BOARD REVIEWS AND APPROVES THE COMPENSATION FOR ALL OFFICERS. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICES. FORM 990, PART VII, LINE 1B AVERAGE HOURS PER WEEK: BOARD MEMBERS AND OFFICERS CONTRIBUTE THEIR TIME AND SERVICES UPON REQUEST AND ON AN AS-NEEDED BASIS, WHICH, THROUGHOUT THE YEAR, MAY DIFFER FROM THE AVERAGE NUMBER OF HOURS PER WEEK REPORTED ON PART VII LINE 1B. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED PROFESS SERVICES TOTAL FEES:12950698 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE MEDICAL SERVICES TOTAL FEES:4544731 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER CONTRACTED SERVICES TOTAL FEES:154918 CHATHAM IMAGING SVCS OF PITTSBORO LLC 75 US-1 PITTSBORO NC 27812 811651110 IMAGING SVCS NC 256642 691173 CHATHAM HOSP UNC HEALTH CARE SYSTEM 101 MANNING DRIVE CHAPEL HILL NC 27514 562206970 HEALTHCARE NC SECTION 115 UNC HEALTH C false UNC HOSPITALS 101 MANNING DRIVE CHAPEL HILL NC 27514 561118388 HEALTHCARE NC SECTION 115 UNC HEALTH C false CALDWELL MEMORIAL HOSPITAL 321 MULBERRY STREET SW LENOIR NC 28645 560554204 HEALTHCARE NC 501(C)(3) LINE 3 UNC HEALTH C false CALDWELL MEMORIAL HOSPITAL FNDN INC PO BOX 1890 LENOIR NC 28645 581935514 SUPPORT OF CA NC 501(C)(3) LINE 7 CALDWELL MEM false PIEDMONT TRIAD HEALTH SERVICES 101 MANNING DRIVE CHAPEL HILL NC 27514 561497163 SUPPORT OF UN NC 501(C)(3) LINE 12B II UNC HEALTH C false REX HEALTHCARE INC 4420 LAKE BOONE TRAIL RALEIGH NC 27607 561509129 HEALTHCARE NC 501(C)(3) LINE 12A I UNC HEALTH C false REX HOSPITAL INC 4420 LAKE BOONE TRAIL RALEIGH NC 27607 561509260 HEALTHCARE NC 501(C)(3) LINE 3 UNC HEALTH C false UNCPN 5221 PARAMOUNT PKWY SUITE 220 MORRISVILLE NC 27560 271081647 HEALTHCARE NC 501(C)(3) LINE 10 UNC HEALTH C false UNC ROCKINGHAM HEALTH CARE INC 117 EAST KINGS HIGHWAY EDEN NC 27288 823745228 HEALTHCARE NC 501(C)(3) LINE 3 UNC HEALTH C false UNC PHYSICIANS NETWORK GRP PRACTICES LLC 5221 PARAMOUNT PKWY SUITE 220 MORRISVILLE NC 27560 461416986 HEALTHCARE NC UNC HEALTHCARE C Corp 0 0 false UNC PHYSICIANS GRP PRACTICES II LLC 4420 LAKE BOONE TRAIL Raleigh NC 27607 852823886 Healthcare NC REX HEALTHCARE C Corp 0 0 false UNC HEALTH INNOVATIONS INC 4420 LAKE BOONE TRAIL RALEIGH NC 27607 871233049 OPERATION SUPPORT NC REX HEALTHCARE C CORP 0 0 false false false false false true false false false false false false false true true false true false false false