2023-11-14T16:12:15-06:00 2022-12-31 346565596 ERNST & YOUNG US LLP 55 IVAN ALLEN JR BLVD SUITE 1000 ATLANTA GA 30308 990 2022-01-01 560554230 THE PRESBYTERIAN HOSPITAL PRES 3362772411 2085 FRONTIS PLAZA BLVD WINSTON SALEM NC 27103 GEOFFREY GARDNER CFO 3367182003 2023-11-14 1 GEOFFREY GARDNER 999009999 0 AERRIAL M ORR P01598400 4048748300 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER CARL ARMATO 2085 FRONTIS PLAZA BLVD WINSTON SALEM NC 27103 1697755468 0 X WWW.NOVANTHEALTH.ORG X 1903 NC SEE SCHEDULE O 16 11 7919 398 360216 0 14176051 10546153 1789820021 1674574696 3248988 846119 8120230 10010495 1815365290 1695977463 3734796 4555722 0 0 516432720 531828321 0 0 0 1018047481 1046145480 1538214997 1582529523 277150293 113447940 2804802486 2871169174 278667081 216420231 2526135405 2654748943 X SEE SCHEDULE O 0 0 1280302807 4555722 1676361541 THE PRESBYTERIAN HOSPITAL (TPH), PRESBYTERIAN HOSPITAL HUNTERSVILLE (PHH), CHARLOTTE ORTHOPEDIC HOSPITAL (COH) AND PROVIDER BASED PHYSICIAN PRACTICES EXIST TO PROMOTE THE HEALTH OF THE INHABITANTS OF THE CHARLOTTE-MECKLENBURG COUNTY AREA OF NC REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING 2022, THE HOSPITALS HAD 763 LICENSED BEDS. THERE WERE 203,520 PATIENT DAYS, WITH AN AVERAGE LENGTH OF STAY OF 6 DAYS, AND AN AVERAGE DAILY CENSUS OF 450. THERE WERE 38,571 DISCHARGES, 42,599 INPATIENT AND OUTPATIENT SURGERIES, 610,167 OUTPATIENT ENCOUNTERS AND 115,269 EMERGENCY DEPARTMENT VISITS. 1280302807 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 7919 1 1 1 0 0 0 0 0 0 0 0 0 1 0 X 16 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 NC X X WENDI STOCKSTILL 3362772411 2085 FRONTIS PLAZA BLVD WINSTON SALEM NC 27103 X DAVID VOELLINGER MD TRUSTEE 0.20 45.00 X 0 550691 56092 SAAD EHTISHAM SVP & PRES NHPMC&GCM / TRUSTEE 50.20 0.20 X X 1078074 0 164953 KIMBERLY CASE MD TRUSTEE 0.20 45.00 X 0 319273 27467 KATE HATCHER MD TRUSTEE 0.20 0.20 X 0 0 0 DANIEL COTTINGHAM TRUSTEE 0.20 0.20 X 0 0 0 JONI DAVIS TRUSTEE 0.20 0.20 X 0 0 0 KANDI DEITEMEYER EDD TRUSTEE 0.20 0.20 X 0 0 0 LINDA FARTHING SECRETARY 0.20 0.20 X X 0 0 0 TALIA GOLDMAN TRUSTEE 0.20 0.20 X 0 0 0 JAMES JOHNSON MD TRUSTEE 0.20 0.20 X 0 0 0 THADDEUS JONES TRUSTEE 0.20 0.20 X 0 0 0 MICHELLE LEE TREASURER 0.20 0.20 X X 0 0 0 JOHN LEWIS CHAIR 0.20 0.20 X X 0 0 0 LUIS LOBO TRUSTEE 0.20 0.20 X 0 0 0 JANELLE LYONS TRUSTEE 0.20 0.20 X 0 0 0 JAMES TAYLOR VICE CHAIR 0.20 0.20 X X 0 0 0 FRED HARGETT EVP & CFO 0.20 50.00 X 0 2355664 61852 JAMIE FEINOUR COO PMC & PRES NHCOH 50.00 0.00 X 631498 0 60496 SIDNEY FLETCHER MD CMO 45.00 0.00 X 1019356 0 151767 PETER TURK GENERAL SURGEON 45.00 0.00 X 1002612 0 43447 JANELLE FAUCI OBGYN GYN ONC 45.00 0.00 X 908142 0 42141 KELLIE SCHNEIDER OBGYN GYN ONC 45.00 0.00 X 877574 0 42088 PATRICIA KROPF ONCOLOGIST 45.00 0.00 X 841707 0 41270 LARRY WEEMS II FMR SVP (SEE SCHEDULE O) 12.50 37.50 X 0 760714 114086 MICHAEL RILEY FMR PRES-PHH (SEE SCHEDULE O) 50.00 0.00 X 608910 0 43321 KELLI SADLER FMR CNO (SEE SCHEDULE O) 50.00 0.00 X 469908 0 44223 KATRINA KING FMR CNO-PHH (SEE SCHEDULE O) 0.00 50.00 X 0 390733 36014 7437781 4377075 929217 704 1 1 0 AYA HEALTHCARE INC PO BOX 123519 DALLAS TX 75312 TRAVEL NURSING SERVICES 84902833 LABORATORY CORPORATION OF AMERICA HOLDIN PO BOX 12140 BURLINGTON NC 27216 LAB SERVICES 14586080 MORRISON HEALTHCARE PO BOX 102289 ATLANTA GA 30368 FOOD MANAGEMENT SERVICES 12696706 TRIMEDX INC PO BOX 636129 CINCINNATI OH 45263 CLINICAL ENGINEERING SERVICES 10569556 RODGERS BUILDERS INC PO BOX 18446 CHARLOTTE NC 28218 CONSTRUCTION SERVICES 7648280 106 5242676 5303477 10546153 NET PATIENT REVENUE 622110 1550625406 1550625406 PHARMACY 622110 120208534 120208534 PASS-THRU PATIENT REVENUE 621111 3073075 3073075 VALUE BASED INCENTIVE 900099 667681 667681 1674574696 1125766 1125766 1744507 0 1744507 1744507 1744507 1117967 1397614 -279647 -279647 -279647 16724 0 16724 16724 639044 380391 258653 258653 CAFETERIA MEALS 722514 3693578 3693578 CHILD DEVELOPMENT CENTER 624410 2017068 360216 1656852 PRECEPTOR REVENUE 900099 554104 554104 1725861 1232741 493120 7990611 1695977463 1676361541 360216 8709553 X 3934792 3934792 620930 620930 1935021 1935021 2337485 2337485 424988214 407988685 16999529 15811010 15178571 632439 58127056 55801973 2325083 28629535 27484354 1145181 127369950 110978840 16391110 730966 704317 26649 4039312 3235906 803406 9029060 8766274 262786 37134120 35312443 1821677 720759 693815 26944 161974 155495 6479 12172033 12172033 59428289 55192272 4236017 7845667 7097432 748235 CORPORATE SUPPORT 244177649 244177649 PHARMACEUTICALS 217736610 217736610 MEDICAL SUPPLIES 188997013 188997013 CONTRACT LABOR 96920761 93033723 3887038 39681317 35217329 4463988 1582529523 1280302807 302226716 0 710453 248931 81330453 267893915 15555294 14337584 30523623 32009679 3377820 1056462 1313667238 807514657 526981789 506152581 56271317 65779393 2723270 5150820 18228164 18228164 2069100303 1960311645 2804802486 2871169174 160624716 98247856 50448 118042365 118121927 278667081 216420231 X 2526135405 2654748943 2526135405 2654748943 2804802486 2871169174 X 113447940 15165598 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 3896 0 1 56938 60834 0 PART II-B, LINE 1: LINE 1A THERE IS LIMITED ENGAGEMENT OF THE BOARD. LINE 1B THERE IS MINIMAL TIME OF SENIOR LEADERS. LINE 1G THERE IS LIMITED CONTACT MADE BY SENIOR LEADERS DURING LOBBYING ACTIVITIES. LINE 1I DUES PAID TO CERTAIN ORGANIZATIONS WHICH INCLUDE A PORTION RELATED TO LOBBYING ACTIVITIES. 10731 10731 10731 10731 10731 10731 13212215 13212215 702733662 414063540 288670122 60693171 19547590 41145581 485772865 356143200 129629665 51255325 17760327 33494998 506152581 DUE FROM AFFILIATES 1888032844 OTHER ASSETS 118260 RIGHT OF USE ASSETS 72160541 1960311645 0 NOTES PAYABLE 17579234 REFUND LIABILITY 10564095 THIRD PARTY PAYMENT PAYABLE 13928867 OPERATING LEASE 76049731 118121927 X PART X, LINE 2: PART X, LINE 2: LIABILITY UNDER FIN 48 (ASC 740) FOOTNOTE THE AUDIT FOR NOVANT HEALTH AND ITS AFFILIATES IS PREPARED ON A CONSOLIDATED BASIS. THE COMPANY IS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THIS EVALUATION INCLUDES A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF OUR FOR-PROFIT SUBSIDIARIES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE COMPANY'S CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. FUNDRAISERS 16724 0 16724 0 0 0 0 0 0 16724 16724 16724 1 1 X 1 X 300.000000000000 0 0 1 0 1 1 44377040 44377040 0.02800 194285115 139758817 54526298 0.03450 3092563 2518380 574183 0.00040 241754718 142277197 99477521 0.06290 1222453 1222453 0.00080 11484231 1230696 10253535 0.00650 31993997 18808384 13185613 0.00830 2302646 2302646 0.00150 47003327 20039080 26964247 0.01710 288758045 162316277 126441768 0.08000 62500 0 62500 0.00000 48300 0 48300 0.00000 1332685 0 1332685 0.00080 0 0 3727 0 3727 0.00000 996 0 996 0.00000 0 0 150933 0 150933 0.00010 15000 0 15000 0.00000 1614141 1614141 0.00090 1 0 0 205289677 209123340 -3833663 X 1 0 1 SOUTHPARK SURGERY CENTER HEALTHCARE 0.60000 0.40000 2 RADIATION ONCOLOGY CENTERS OF THE CAROLINAS LLC HEALTHCARE 0.50000 0.50000 3 1 TPH DBA NH PRESBYTERIAN MEDICAL CENTER 200 HAWTHORNE LANE CHARLOTTE NC 28204 WWW.NOVANTHEALTH.ORG H0010 X X X X A 2 TPH DBA NH HUNTERSVILLE MEDICAL CENTER 10030 GILEAD RD HUNTERSVILLE NC 28078 WWW.NOVANTHEALTH.ORG H0282 X X X A 3 TPH DBA NH CHARLOTTE ORTHOPEDIC HOSPITAL 1901 RANDOLPH RD CHARLOTTE NC 28207 WWW.NOVANTHEALTH.ORG H0010 X X A THE PRESBYTERIAN HOSPITAL 0 0 1 X X X X X X X X X 22 1 0 0 1 X SEE SECTION C X 1 22 1 SEE SECTION C 0 1 X 300.000000000000 0.000000000000 X X X X 1 1 X X X 1 X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X 1 X 0 X X X X 1 X 0 0 PART V, SECTION B FACILITY REPORTING GROUP A FACILITY REPORTING GROUP A CONSISTS OF: - FACILITY 1: TPH DBA NH PRESBYTERIAN MEDICAL CENTER, - FACILITY 2: TPH DBA NH HUNTERSVILLE MEDICAL CENTER, - FACILITY 3: TPH DBA NH CHARLOTTE ORTHOPEDIC HOSPITAL THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 3J: THE PRESBYTERIAN HOSPITALPART V, SECTION B, LINE 3E:VARIOUS SOCIAL, BEHAVIORAL, AND CLINICAL HEALTH NEEDS WERE IDENTIFIED THROUGH PRIMARY AND SECONDARY DATA IN THE NEEDS ASSESSMENT. ONCE THE HEALTH NEEDS WERE IDENTIFIED, SURVEYS AND COMMUNITY MEETINGS WERE CONDUCTED IN WHICH THE VARIOUS COMMUNITY STAKEHOLDERS RANKED THE HEALTH ISSUES BASED ON AVAILABLE DATA INCLUDING SEVERITY OF NEED AND MAGNITUDE OF IMPACT. THE INFORMATION GATHERED WAS THEN MATRIXED AND SCORED IN ORDER TO RANK THE FOCUS AREAS AND PRIORITIZE THE IDENTIFIED HEALTH NEEDS, BASED ON CAREFUL CONSIDERATION OF ESTIMATED FEASIBILITY AND EFFECTIVENESS OF POSSIBLE INTERVENTIONS. THE PRIORITIZED IDENTIFIED HEALTH NEEDS AND SUPPORTING DATA ARE THEN REVIEWED AND DELIBERATED UPON FURTHER BY THE BOARD BEFORE FINAL APPROVAL. AN IMPLEMENTATION PLAN WAS CREATED FOR THE PRIORITIZED HEALTH NEEDS AND PROGRESS TOWARD MEETING IMPLEMENTATION PLAN GOALS IS ASSESSED REGULARLY THROUGHOUT THE COMMUNITY HEALTH NEEDS ASSESSMENT LIFE CYCLE. COMMUNITY PARTNERS WHO ARE CURRENTLY SERVING COMMUNITY NEEDS ARE IDENTIFIED AS POTENTIAL PARTNERS FOR COLLABORATION ON THOSE IDENTIFIED NEEDS THAT ARE NOT PART OF THE IMPLEMENTATION PLAN. THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 5: WHILE CONDUCTING THE CHNA, THE HOSPITAL FACILITY(IES) SOLICITED INPUT FROM, AND CONSULTED WITH, A VARIETY OF COMMUNITY MEMBERS AND REPRESENTATIVES INCLUDING, BUT NOT LIMITED TO, REPRESENTATIVES OF CITY AND COUNTY GOVERNMENT INCLUDING HEALTH DEPARTMENTS, COMMUNITY-BASED ORGANIZATIONS, FOUNDATIONS, CHURCHES, COLLEGES/UNIVERSITIES, COMMUNITY COALITIONS AND OTHER SOCIAL SERVICE AGENCIES. INPUT WAS GATHERED THROUGH A COMMUNITY SURVEY (DISTRIBUTED THROUGH A VARIETY OF PARTNERS, METHODS AND CHANNELS), COMMUNITY MEETINGS AND/OR FOCUS GROUPS, STAKEHOLDER'S INTERVIEWS, AND SOLICITED THROUGH WRITTEN COMMENTS THROUGHOUT THE SURVEY PERIOD UNTIL THE FINAL COMMUNITY PRIORITY SETTING MEETING(S) AND/OR SURVEY. THE SCOPE OF EXPERTISE WAS BROAD AND INCLUDED SUCH AREAS AS PUBLIC HEALTH, MINORITY POPULATIONS, HEALTH DISPARITIES, AND SOCIAL SERVICES. DATA DERIVED FROM THESE EXERCISES IS BOTH QUANTITATIVE AND QUALITATIVE IN SCOPE. FOR MORE DETAILED INFORMATION, INCLUDING RELEVANT DATES FOR SOLICITING CHNA DATA AND FEEDBACK, REFER TO THE PUBLICLY AVAILABLE CHNA AND IMPLEMENTATION PLAN AVAILABLE ON THE WEBSITE, VIA THE URL PROVIDED FOR THE POSTING OF THE PLAN. THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 7D: THE PRESBYTERIAN HOSPITALPART V, SECTION B, LINE 7BHTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/THE PRESBYTERIAN HOSPITALPART V, SECTION B, LINE 10AHTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/ THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 11: THE HOSPITAL FACILITY(IES) IS/ARE A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. THE FACILITY'S CHNA IDENTIFIED MULTIPLE NEEDS FOR THE COMMUNITY SERVED. THE NEEDS IDENTIFIED WERE REVIEWED AND PRIORITIZED BY THE CHNA RESOURCE GROUP AND SUBSEQUENTLY BY EACH FACILITY'S BOARD. THEY EVALUATED EACH DOCUMENTED NEED AND ITS INTERSECTION WITH THE ORGANIZATION'S VISION, COMMITMENTS, KEY STRENGTHS AND AVAILABLE RESOURCES BEFORE FURTHER PRIORITIZING THE HEALTH NEEDS AND AGREEING UPON THE TOP HEALTH PRIORITIES TO BE ADDRESSED. WHERE POSSIBLE, WE HAVE LEVERAGED THE SYSTEM'S STRENGTHS AND RESOURCES TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY BASED ON SCOPE, SEVERITY, HEALTH DISPARITIES ASSOCIATED WITH THE NEED, AND THE ESTIMATED FEASIBILITY AND EFFECTIVENESS OF POSSIBLE INTERVENTIONS. NOVANT HEALTH AND EACH OF ITS HOSPITAL FACILITIES HAVE ADOPTED AND EXECUTED AN IMPLEMENTATION STRATEGY THAT ADDRESSES THE PRIORITIZED COMMUNITY HEALTH NEEDS FROM THE CHNAS. THE IMPLEMENTATION STRATEGIES OUTLINE THE PLAN THAT THE HOSPITAL FACILITY(IES) WILL UNDERTAKE TO MEET THOSE HEALTH NEEDS IN EACH OF ITS COMMUNITIES. CERTAIN NEEDS THAT WERE IDENTIFIED BY THE CHNA HAVE NOT BEEN ADDRESSED. CERTAIN OF THE NEEDS NOT ADDRESSED FALL OUTSIDE OF THE SCOPE OF TRADITIONAL HEALTHCARE (I.E. DENTAL WORK, VIOLENCE PREVENTION) AND OTHERS ARE CANDIDATES FOR COLLABORATIVE WORK AND HAVE OTHER RESOURCES IN THE COMMUNITY THAT CAN MORE APPROPRIATELY ADDRESS THESE NEEDS BASED ON SCOPE OF SERVICES AND EXPERTISE. FOR MORE DETAILED INFORMATION, REFER TO THE PUBLICLY AVAILABLE CHNA AND IMPLEMENTATION PLAN AVAILABLE ON THE WEBSITE, VIA THE URL PROVIDED FOR THE POSTING OF THE PLAN. THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 13H: OTHER ELIGIBILITY CRITERIA EXPLAINED IN THE FAP INCLUDE THE FOLLOWING: FREE CARE IS ONLY APPLICABLE TO MEDICALLY NECESSARY SERVICES; PROVIDER BASED PHYSICIAN CLINICS REQUIRE THAT PATIENTS MUST HAVE BEEN TREATED BY AN AFFILIATED MEDICAL GROUP PRIMARY CARE PHYSICIAN WITHIN THE PREVIOUS THREE YEARS; PATIENTS MUST BE UNABLE TO ACCESS ENTITLEMENT PROGRAMS; PATIENTS WITH SPECIAL CIRCUMSTANCES SUCH AS BANKRUPTCY MAY ALSO BE ELIGIBLE FOR CHARITY CARE.THE PRESBYTERIAN HOSPITALPART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.NOVANTHEALTH.ORG/FOR-PATIENTS/BILLING--INSURANCE/FINANCIAL-ASSISTANCE/THE PRESBYTERIAN HOSPITALPART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.NOVANTHEALTH.ORG/GLOBALASSETS/BUTTONS-AND-DOCUMENTS-CTASLINKS/DOCUMENTS-PDFS/FAA_APP_ENGLISH.PDFTHE PRESBYTERIAN HOSPITALPART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.NOVANTHEALTH.ORG/GLOBALASSETS/BUTTONS-AND-DOCUMENTS-CTASLINKS/DOCUMENTS-PDFS/NOVANT-HEALTH-ACUTE-PLS-ENGLISH.PDF 31 1 - CAROLINA NEUROSURGERY & SPINE ASSOCIATES 14135 BALLANTYNE CORPORATE PLACE STE 200 CHARLOTTE NC 28277 PHYSICIAN CLINIC 2 - NH BREAST CENTER HUNTERSVILLE 10030 GILEAD ROAD SUITE 330 HUNTERSVILLE NC 28078 IMAGING CENTER 3 - NH CANCER INSTITUTE - ELIZABETH 125 QUEENS RD CHARLOTTE NC 28204 CANCER CENTER 4 - NH CANCER INSTITUTE - HUNTERSVILLE 10030 GILEAD RD STE 350 290 HUNTERSVILLE NC 28078 CANCER CENTER 5 - NH CANCER INSTITUTE - MATTHEWS 1700 MATTHEWS TOWNSHIP PKWY MATTHEWS NC 28105 CANCER CENTER 6 - NH CANCER INSTITUTE - MOORESVILLE 170 MEDICAL PARK RD SUITE 101 MOORESVILLE NC 28117 CANCER CENTER 7 - NH CANCER INSTITUTE - UNIVERSITY CITY 8401 UNIVERSITY EXECUTIVE PARK STE 130 CHARLOTTE NC 28262 CANCER CENTER 8 - NH CHARLOTTE OUTPATIENT SURGERY CENTER 1800 E 4TH STREET CHARLOTTE NC 28204 AMBULATORY SURGERY CENTER 9 - NH DIABETES & NUTRITION - ELIZABETH 1718 E 4TH STREET SUITE 207 CHARLOTTE NC 28204 PHYSICIAN CLINIC 10 - NH HEART & VASCULAR INSTITUTE - ELIZABETH 125 QUEENS RD SUITE 200 CHARLOTTE NC 28204 PHYSICIAN CLINIC 11 - NH HEART & VASCULAR INST - HUNTERSVILLE 10030 GILEAD ROAD SUITE 201 HUNTERSVILLE NC 28078 PHYSICIAN CLINIC 12 - NH HEART & VASCULAR INSTITUTE - MATTHEWS 1401 MATTHEWS TOWNSHIP PARKWAY STE 380 MATTHEWS NC 28105 PHYSICIAN CLINIC 13 - NH HEART & VASCULAR INSTITUTE - MONROE 1640 EAST ROOSEVELT BLVD MONROE NC 28112 PHYSICIAN CLINIC 14 - NH IMAGING MONROE 2000 WELLNESS BOULEVARD SUITE 210 MONROE NC 28110 IMAGING CENTER 15 - NH IMAGING MUSEUM (EASTOVER) 2900 RANDOLPH ROAD CHARLOTTE NC 28211 IMAGING CENTER 16 - NH IMAGING UNIVERSITY CITY 8401 MEDICAL PLAZA DR SUITE 110 CHARLOTTE NC 28262 IMAGING CENTER 17 - NH INFUSION - SOUTHPARK 6324 FAIRVIEW ROAD SUITE 330 CHARLOTTE NC 28210 PHYSICIAN CLINIC 18 - NH MIDTOWN OUTPATIENT SURGERY 1918 RANDOLPH ROAD SUITE 740 CHARLOTTE NC 28207 AMBULATORY SURGERY CENTER 19 - NH MULTIPLE SCLEROSIS CARE - SOUTHPARK 6324 FAIRVIEW ROAD SUITE 330 CHARLOTTE NC 28210 PHYSICIAN CLINIC 20 - NH PEDIATRIC SLEEP CENTER - CHARLOTTE 200 HAWTHORNE LANE CHARLOTTE NC 28204 PHYSICIAN CLINIC 21 - NH PHARMACY - ELIZABETH (SPECIALTY) 125 QUEENS RD SUITE 180 CHARLOTTE NC 28204 PHARMACY 22 - NH PHARMACY - UNIVERSITY CITY (SPECIALTY) 8401 UNIVERSITY EXECUTIVE PARK STE 127 CHARLOTTE NC 28262 PHARMACY 23 - NH PRESBYTERIAN INTERNAL MEDICINE 1918 RANDOLPH ROAD SUITE 350 CHARLOTTE NC 28207 PHYSICIAN CLINIC 24 - NH REHABILITATION CENTER - MIDTOWN 1918 RANDOLPH ROAD SUITE 175 CHARLOTTE NC 28207 PHYSICIAN CLINIC 25 - NH RHEUMATOLOGY & ARTHRITIS - SOUTHPARK 6324 FAIRVIEW ROAD SUITE 330 CHARLOTTE NC 28210 PHYSICIAN CLINIC 26 - NH SPECIALTY PHARMACY WESTGATE 1381 WESTGATE CENTER DRIVE WINSTONSALEM NC 27103 PHARMACY 27 - NH TELEPSYCHIATRY - CHARLOTTE 3545 WHITEHALL PARK DR SUITE 300 CHARLOTTE NC 28273 PHYSICIAN CLINIC 28 - NH WOUND CARE & HYPERBARIC MEDICINE 300 BILLINGSLEY RD SUITE 105 CHARLOTTE NC 28211 PHYSICIAN CLINIC 29 - PRESBYTERIAN HOMECARE - HOSPICE 324 N MCDOWELL ST STE 200 CHARLOTTE NC 28204 PHYSICIAN CLINIC 30 - SOUTHPARK SURGERY CENTER 6035 FAIRVIEW ROAD CHARLOTTE NC 28210 AMBULATORY SURGERY CENTER 31 - ST JUDE CLINIC AT NH HEMBY CHILDREN'S 301 HAWTHORNE LANE SUITE 100 CHARLOTTE NC 28204 PHYSICIAN CLINIC PART I, LINE 3C: OTHER CRITERIA BESIDES INCOME AND FPG USED IN DETERMINING ELIGIBILITY FOR FREE CARE INCLUDE: (1) RESIDENCY - PATIENTS MUST RESIDE WITHIN THE SERVICE AREA OF THE HOSPITAL; (2) THE KIND OF SERVICE PROVIDED - ONLY MEDICALLY NECESSARY SERVICES ARE COVERED; (3) PATIENT STATUS - IN PROVIDER BASED PHYSICIAN CLINICS, PATIENTS MUST HAVE BEEN TREATED BY AN AFFILIATED MEDICAL GROUP PRIMARY CARE PHYSICIAN WITHIN THE PREVIOUS THREE YEARS; AND (4) ACCESS TO HEALTH CARE COVERAGE - PATIENTS MUST BE UNABLE TO ACCESS EMPLOYER SPONSORED HEALTH PLANS OR ENTITLEMENT PROGRAMS. LASTLY, THE PATIENT MUST BE WITHOUT SUBSTANTIAL LIQUID ASSETS (I.E. CASH-ON-HAND). ASSETS SUCH AS HOUSES, CARS, PENALIZED RETIREMENT SAVINGS FUNDS, ETC. ARE NOT CONSIDERED LIQUID ASSETS. SUBSTANTIAL ASSETS ARE DEFINED AS ENOUGH CASH-ON-HAND TO COVER THE MEDICAL EXPENSES WITHOUT PLACING A HARDSHIP ON THE PATIENT. PATIENTS WITH SPECIAL CIRCUMSTANCES SUCH AS BANKRUPTCY MAY ALSO BE ELIGIBLE FOR CHARITY CARE; DETERMINATION IS MADE ON A CASE BY CASE BASIS UNDER THESE CIRCUMSTANCES. PART I, LINE 6A: PART I, LINE 6A:THE ORGANIZATION IS A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. THE COMMUNITY BENEFIT REPORT, REFERRED TO AS A COMMUNITY IMPACT REPORT, IS PREPARED BY A RELATED ORGANIZATION. NOVANT HEALTH, INC. IS THE PARENT COMPANY AND PRODUCES A COMMUNITY BENEFIT REPORT REPRESENTING THE HEALTH SYSTEM AS A WHOLE. THE REPORT CAN BE FOUND AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/. PLEASE NOTE THAT THE NUMERIC DATA IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES. IT SHOULD NOT BE RELIED UPON AS THE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT REPORT, ITS COMMUNITY HEALTH NEEDS ASSESSMENT OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY. PART I, LINE 7: COSTS REPORTED IN THE TABLE FOR CHARITY CARE AND CERTAIN OTHER COMMUNITY BENEFITS AMOUNTS ARE CALCULATED USING AN ENTITY SPECIFIC COST TO CHARGE RATIO BASED ON WORKSHEET 2 (CCR). PART I, LN 7 COL(F): PART I, LN 7 COL(F):THE AMOUNT OF BAD DEBT REMOVED FROM TOTAL EXPENSES (DENOMINATOR) WAS $0. PART II, COMMUNITY BUILDING ACTIVITIES: THE ORGANIZATION'S COMMUNITY BUILDING ACTIVITIES ADDRESS THE UNDERLYING CAUSES OF HEALTH PROBLEMS AND IMPACT THE HEALTH OF OUR COMMUNITY THROUGH PARTNERSHIPS WITH LOCAL AGENCIES DEDICATED TO IMPROVING THE LIVES OF ALL INDIVIDUALS. WE PROVIDE FINANCIAL SUPPORT AND OTHER RESOURCES TO ORGANIZATIONS SUCH AS LOCAL YMCA'S, UNITED WAY PARTNER AGENCIES, CHAMBERS OF COMMERCE AND OTHER LOCAL COMMUNITY ORGANIZATIONS, ASSISTING WITH COMMUNITY AND COUNTY COALITIONS, AND PROVIDING EDUCATION SEMINARS AND TRAINING FOR COMMUNITY WORKFORCES. THROUGH THESE PARTNERSHIPS AND OUTREACH METHODS WE ARE ABLE TO SUCCESSFULLY BRIDGE THE GAP OF NEED FOR RESOURCES BEYOND TRADITIONAL HEALTHCARE SERVICES WITHIN THE COMMUNITIES WE SERVE. PART III, LINE 2: IMPLICIT PRICE CONCESSIONS (FORMERLY LABELED BAD DEBT EXPENSE) ARE DETERMINED BASED ON MANAGEMENT'S ASSESSMENT OF CONTRACTUAL AGREEMENTS, DISCOUNT POLICIES, AND HISTORICAL EXPERIENCE. PART III, LINE 4: THE ORGANIZATION'S IMPLICIT PRICE CONCESSIONS (FORMERLY LABELED BAD DEBT EXPENSE, AT COST) ON LINE 2 IS CALCULATED USING THE SAME METHODOLOGY AS CHARITY CARE AND OTHER COMMUNITY BENEFITS USING AN ENTITY SPECIFIC COST TO CHARGE RATIO (CCR). FOOTNOTE 2 (ACCOUNTS RECEIVABLE) ON PAGE 8 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES PRICE CONCESSIONS. PART III, LINE 8: THE METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS REPORTED IN THE ORGANIZATION'S MEDICARE COST REPORT AS REFLECTED IN THE AMOUNT REPORTED IN PART III, LINE 6 IS DETERMINED BY FOLLOWING THE MEDICARE PRINCIPLES OF ALLOWABLE COSTS. COST FOR THE OVERHEAD DEPARTMENTS ARE STEPPED DOWN TO THE REMAINING COST CENTERS BASED ON STATISTICS FOR EACH OVERHEAD COST CENTER. ONCE THE STEP-DOWN PROCESS IS COMPLETE, A COST TO CHARGE RATIO ("CCR") IS DEVELOPED FOR EACH COST CENTER. THE CCR IS THEN APPLIED TO THE MEDICARE REVENUE BY COST CENTER AND TOTALED. IT SHOULD BE NOTED THAT THE MEDICARE COST REPORTS DO NOT ADDRESS ANY MANAGED CARE MEDICARE REVENUES, COSTS, OR RELATED SHORTFALL. THE TOTAL REVENUES REPORTED AS RECEIVED FROM MEDICARE IN LINE 5 OF SECTION B ARE ONLY REPRESENTATIVE OF MEDICARE FEE FOR SERVICE PAYMENTS RECEIVED. THE ALLOWABLE COSTS ON LINE 6 ARE SIGNIFICANTLY LOWER THAN THE ACTUAL EXPENDITURES. AS SUCH, THE SHORTFALL IS UNDERESTIMATED. EVERY HOSPITAL TREATS MEDICARE PATIENTS. SOME HOSPITALS ARE LOCATED IN HIGH MEDICARE POPULATION AREAS; OTHERS PROVIDE SERVICES DISPROPORTIONATELY USED BY MEDICARE PATIENTS. MEDICARE RATES AND NUMBERS OF MEDICARE PATIENTS ARE NOT NEGOTIATED. AS REIMBURSEMENT RATES DECLINE RELATIVE TO COSTS OF CARE, HOSPITALS CONTINUE TO SERVE THE MEDICARE POPULATION. WITHOUT THIS SERVICE THESE PATIENTS WOULD BECOME AN OBLIGATION ON THE GOVERNMENT. ANY UNREIMBURSED COSTS OF THIS CARE ARE A COMMUNITY BENEFIT PROVIDED BY THE HOSPITAL TO THE COMMUNITY AND GOVERNMENT. PART III, LINE 9B: THE ORGANIZATION'S BILLING AND COLLECTIONS POLICY DOES EXPLAIN ACTIONS AGAINST PATIENTS WHO HAVE OUTSTANDING DELINQUENT AMOUNTS, BUT THE POLICY DOES NOT CONTAIN PROVISIONS FOR COLLECTION PRACTICES AGAINST PATIENTS WHO ARE ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY (FAP) BECAUSE FAP ELIGIBLE PATIENTS RECEIVE 100% FREE CARE AND THEREFORE DO NOT RECEIVE BILLS ONCE FAP ELIGIBILITY HAS BEEN ESTABLISHED. PART VI, LINE 2: PART VI, LINE 2: NEEDS ASSESSMENTTHE ORGANIZATION IS PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM, WHICH HAS A COMMUNITY ENGAGEMENT DEPARTMENT THAT FACILITATES COMMUNITY BENEFIT ACROSS THE SYSTEM. THE COMMUNITY ENGAGEMENT DEPARTMENT IS RESPONSIBLE FOR COORDINATING THE PREPARATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) FOR EACH HOSPITAL WITHIN THE SYSTEM, INCLUDING THE CHNAS REPORTED IN PART V, SECTION B. EACH HOSPITAL AND THE COMMUNITY ENGAGEMENT DEPARTMENT WORK TOGETHER TO IDENTIFY ORGANIZATIONS AND RESOURCES WITHIN ITS COMMUNITY THAT CONTRIBUTE TO THE PROCESS. THESE ORGANIZATIONS AND RESOURCES INCLUDE PUBLIC HEALTH DEPARTMENTS, LOCAL COMMUNITY COALITIONS AND CLINICS REPRESENTING THE MEDICALLY UNDERSERVED, UNITED WAY, YMCAS, LOCAL UNIVERSITIES, ETC. COMMUNITY HEALTH ASSESSMENTS PREPARED BY OTHER ORGANIZATIONS IN THE COMMUNITY ARE USED IN COMBINATION WITH INTERNAL HOSPITAL DATA AND INFORMATION COLLECTED FROM LOCAL AGENCIES TO PREPARE THE HOSPITAL'S CHNA. THROUGH DATA AND COMMUNITY PARTNERSHIPS, WE ARE ABLE TO ASSESS UNMET NEEDS AND WORK TO DIRECTLY SUPPORT OUR COMMUNITIES AND OUR PARTNERS IN ADDRESSING THOSE NEEDS. ORGANIZATIONAL PARTNERSHIPS ESTABLISHED BY THE COMMUNITY ENGAGEMENT DEPARTMENT ARE OFTEN LEVERAGED TO ADDRESS NEEDS THAT WERE IDENTIFIED IN THE CHNA, BUT WERE NOT PRIORITIZED BY THE FACILITY IMPLEMENTATION PLAN. IN ADDITION TO ADDRESSING NEEDS IDENTIFIED THROUGH THE CHNA, EACH HOSPITAL MAY RESPOND TO REQUESTS FOR SPECIFIC COMMUNITY BENEFIT ACTIVITIES OR PROGRAMS FROM PUBLIC AGENCIES OR COMMUNITY GROUPS. PART VI, LINE 3: PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCETHE ORGANIZATION IS COMMITTED TO PROVIDING OUTSTANDING HEALTHCARE TO ALL MEMBERS OF OUR COMMUNITIES, REGARDLESS OF THEIR ABILITY TO PAY. OUR FINANCIAL COUNSELING TEAMS ARE CONSTANTLY WORKING WITH THE PATIENTS WITHIN OUR COMMUNITIES TO UNDERSTAND THEIR NEEDS AND ENSURE THAT OUR POLICIES AND PROCESSES ADDRESS THESE NEEDS. WE ALSO MAINTAIN CONTRACTS WITH MEDICAID ELIGIBILITY VENDORS AND THESE TEAMS OFFER ADDITIONAL SUPPORT IN PROCESSING AND ASSESSING HOW WE SERVE THE FINANCIAL NEEDS OF OUR PATIENTS. BASED ON THE ASSESSMENTS OF OUR COMMUNITIES, THE ORGANIZATION HAS DEVELOPED FINANCIAL ASSISTANCE POLICIES AND PROGRAMS THAT ADDRESS THE FINANCIAL NEEDS OF OUR PATIENTS. WE PRIDE OURSELVES ON THE TRANSPARENCY OF OUR PROGRAMS AND THE EDUCATION WE OFFER OUR PATIENTS AROUND OUR FINANCIAL ASSISTANCE POLICIES. OUR PROGRAMS ARE DOCUMENTED ON OUR WEBSITE, ALONG WITH CONTACT INFORMATION FOR OUR FINANCIAL COUNSELORS. ADDITIONALLY, OUR PROGRAMS ARE DOCUMENTED ON PATIENT FLYERS THROUGHOUT THE ORGANIZATION'S FACILITIES AND PHYSICIAN OFFICES. OUR PATIENT ACCESS SPECIALISTS, FINANCIAL COUNSELORS AND BUSINESS OFFICE TEAMS WORK WITH ALL ELIGIBLE PATIENTS TO EDUCATE THEM ON THE VARIOUS OPTIONS AVAILABLE VIA OUR FINANCIAL ASSISTANCE PROGRAMS OR GOVERNMENT SPONSORED CARE. THEY ALSO REFERENCE OUR FINANCIAL ASSISTANCE POLICY IN ALL CONVERSATIONS RELATED TO PATIENTS BILLS. FINALLY, WE WORK WITH LOCAL AREA FREE HEALTH CLINICS AND OTHER CHARITABLE ORGANIZATIONS TO PROVIDE CONTINUATION OF CARE FOR THEIR PATIENTS. IN ADDITION TO OUR FINANCIAL COUNSELING PROCESSES USED TO IDENTIFY CHARITY CARE PATIENTS, OUR COLLECTIONS PROCESSES WITHIN OUR BUSINESS OFFICES ALSO HELP IDENTIFY PATIENTS WHO ARE ALREADY ELIGIBLE FOR CHARITY OR WHO MAY BE ELIGIBLE BASED ON THEIR STATUS WITHIN THE FEDERAL POVERTY GUIDELINES ("FPG"). WE UTILIZE PREVIOUSLY SUBMITTED PATIENT DOCUMENTATION AND CREDIT AGENCY REPORTED FPG FOR DETERMINATION. SUPPORTING DOCUMENTS ARE VALID 6 MONTHS FROM THE DATE OF SUBMISSION. OUR POLICIES ARE CONSIDERED FLUID AND ARE UPDATED FREQUENTLY BASED ON LOCAL AND NATIONAL MARKET STANDARDS AND NATIONAL ECONOMIC CONDITIONS. ANY UPDATES TO OUR POLICIES REQUIRE MULTI-LEVEL LEADERSHIP APPROVAL AND ARE ULTIMATELY APPROVED BY THE ORGANIZATION'S BOARD. PART VI, LINE 4: PART VI, LINE 4: COMMUNITY INFORMATIONTHE PRESBYTERIAN HOSPITAL FORM 990 INCLUDES THE OPERATIONS OF TWO LICENSED HOSPITALS, ONE OF WHICH HAS FACILITIES IN TWO LOCATIONS: THE PRESBYTERIAN HOSPITAL DBA NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER, AS NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER, AND AS NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL. THE PRESBYTERIAN HOSPITAL DBA NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER AND THE PRESBYTERIAN HOSPITAL DBA NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL THE PRIMARY SERVICE AREA IS DEFINED BY THE ZIP CODES THAT REPRESENT AT LEAST 75% OF THE HOSPITAL'S IN-PATIENT POPULATION. MECKLENBURG COUNTY CONTAINS SEVEN MUNICIPALITIES INCLUDING THE CITY OF CHARLOTTE, AND THE TOWNS OF CORNELIUS, DAVIDSON, HUNTERSVILLE, MATTHEWS, MINT HILL, AND PINEVILLE. THERE ARE 5 COUNTIES IN THE NOVANT HEALTH PRESBYTERIAN PRIMARY SERVICE AREA (PSA): CABARRUS, GASTON, MECKLENBURG, UNION AND YORK COUNTIES. 67% OF PATIENTS RESIDE IN THE PSA OF MECKLENBURG COUNTY AND 68% OF PATIENTS RESIDE IN THE PRIMARY AND SECONDARY SERVICE AREAS OF MECKLENBURG COUNTY. MOST PATIENTS RESIDE IN MECKLENBURG COUNTY, AND IT REPRESENTS THE HIGHEST POPULATION OF POTENTIALLY UNDERSERVED, LOW-INCOME AND MINORITY INDIVIDUALS FROM THE PSA.ACCORDING TO THE VIZIENT VULNERABILITY INDEX RELEASED IN JANUARY 2022, PATIENTS ADMITTED TO NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER EXPERIENCE THE MOST PROFOUND SOCIAL RISKS IF THEY LIVE IN ZIP CODES 28208, 28206, 28212, 28054, AND 28052. THESE ZIP CODES EXPERIENCE DISPROPORTIONATELY HIGH SOCIAL RISKS WHEN COMPARED TO THEIR COUNTERPART NEIGHBORHOODS. AREAS OF PARTICULAR CONCERN INCLUDE ACCESS TO HEALTHCARE, HOUSING, POVERTY, AND FOOD INSECURITY. WITH OVER 1.1 MILLION PEOPLE LIVING IN MECKLENBURG, IT IS THE SECOND MOST POPULATED COUNTY IN NORTH CAROLINA. THE COUNTY INCLUDES SIX MUNICIPALITIES (CORNELIUS, DAVIDSON, HUNTERSVILLE, MATTHEWS, MINT HILL, AND PINEVILLE) ALONG WITH THE CITY OF CHARLOTTE. NEARLY 80% OF RESIDENTS LIVE IN CHARLOTTE. IN MECKLENBURG COUNTY:- 56.6% OF THE POPULATION IS WHITE, 33.3% IS BLACK/AFRICAN AMERICAN, 14.1% IS HISPANIC, AND 6.5% IS ASIAN- 12.2% OF THE POPULATION UNDER 65 DOES NOT HAVE HEALTH INSURANCE- THE MEDIAN INCOME IS $69,240- THE POVERTY RATE IS 11%- THE LEADING CAUSES OF DEATH ARE CANCER AND HEART DISEASE- THE UNEMPLOYMENT RATE IS 4.8%- FOOD HARDSHIP IS AT 94.5% IN ZIP CODE 28208, 76.4% IN ZIP CODE 28217, AND 72.6% IN ZIP CODE 28216 COMPARED TO 7% IN ZIP CODE 28277DATA FOR THE CHNA WAS GATHERED FROM VARIOUS STATE AND FEDERAL SOURCES, BUT PRIMARILY THE US CENSUS BUREAU. SPECIFIC REFERENCES AND OTHER SUPPORTING INFORMATION CAN BE FOUND IN THE MOST RECENT CHNA HERE:HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/THE PRESBYTERIAN HOSPITAL DBA NOVANT HEALTH HUNTERSVILLE MEDICAL CENTERTHE PRIMARY SERVICE AREA IS DEFINED BY THE ZIP CODES THAT REPRESENT AT LEAST 75% OF THE HOSPITAL'S IN-PATIENT POPULATION. MECKLENBURG COUNTY CONTAINS SEVEN MUNICIPALITIES INCLUDING THE CITY OF CHARLOTTE, AND THE TOWNS OF CORNELIUS, DAVIDSON, HUNTERSVILLE, MATTHEWS, MINT HILL AND PINEVILLE. THERE ARE 5 COUNTIES IN THE NOVANT HEALTH HUNTERSVILLE PRIMARY SERVICE AREA (PSA): CABARRUS, GASTON, IREDELL, LINCOLN AND MECKLENBURG COUNTIES. 54% OF PATIENTS RESIDE IN THE PSA OF MECKLENBURG COUNTY AND 59% OF PATIENTS RESIDE IN THE PRIMARY AND SECONDARY SERVICE AREAS OF MECKLENBURG COUNTY. MOST PATIENTS RESIDE IN MECKLENBURG COUNTY AND IT REPRESENTS THE HIGHEST POPULATION OF POTENTIALLY UNDERSERVED, LOW-INCOME AND MINORITY INDIVIDUALS FROM THE PSA.ACCORDING TO THE VIZIENT VULNERABILITY INDEX RELEASED IN JANUARY 2022, PATIENTS ADMITTED TO NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER EXPERIENCE THE MOST PROFOUND SOCIAL RISKS IF THEY LIVE IN ZIP CODES 28677, 28202, 28092, 28216 AND 28080. THESE ZIP CODES EXPERIENCE DISPROPORTIONATELY HIGH SOCIAL RISKS WHEN COMPARED TO THEIR COUNTERPART NEIGHBORHOODS. AREAS OF PARTICULAR CONCERN INCLUDE ACCESS TO HEALTHCARE, HOUSING, POVERTY, AND FOOD INSECURITY. WITH OVER 1.1 MILLION PEOPLE LIVING IN MECKLENBURG, IT IS THE SECOND MOST POPULATED COUNTY IN NORTH CAROLINA. THE COUNTY INCLUDES SIX MUNICIPALITIES (CORNELIUS, DAVIDSON, HUNTERSVILLE, MATTHEWS, MINT HILL, AND PINEVILLE) ALONG WITH THE CITY OF CHARLOTTE. NEARLY 80% OF RESIDENTS LIVE IN CHARLOTTE. IN MECKLENBURG COUNTY:- 56.6% OF THE POPULATION IS WHITE, 33.3% IS BLACK/AFRICAN AMERICAN, 14.1% IS HISPANIC, AND 6.5% IS ASIAN- 12.2% OF THE POPULATION UNDER 65 DOES NOT HAVE HEALTH INSURANCE- THE MEDIAN INCOME IS $69,240- THE POVERTY RATE IS 11%- THE LEADING CAUSES OF DEATH ARE CANCER AND HEART DISEASE- THE UNEMPLOYMENT RATE IS 4.8%- FOOD HARDSHIP IS AT 94.5% IN ZIP CODE 28208, 76.4% IN ZIP CODE 28217, AND 72.6% IN ZIP CODE 28216 COMPARED TO 7% IN ZIP CODE 28277DATA FOR THE CHNA WAS GATHERED FROM VARIOUS STATE AND FEDERAL SOURCES, BUT PRIMARILY THE US CENSUS BUREAU. SPECIFIC REFERENCES AND OTHER SUPPORTING INFORMATION CAN BE FOUND IN THE MOST RECENT CHNA HERE:HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/ PART VI, LINE 5: PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTHTHE ORGANIZATION FURTHERS ITS EXEMPT PURPOSES BY DOING THE FOLLOWING:1. ADOPTING A FINANCIAL ASSISTANCE POLICY;2. REMAINING CERTIFIED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PROVIDE SERVICES TO ALL BENEFICIARIES OF MEDICARE, MEDICAID, AND OTHER GOVERNMENT PAYMENT PROGRAMS, AND PROVIDING SERVICES IN A NONDISCRIMINATORY MANNER TO SUCH BENEFICIARIES;3. OPERATING A FULL-TIME EMERGENCY ROOM WHICH IS OPEN TO AND ACCEPTS ALL PERSONS, REGARDLESS OF THEIR ABILITY TO PAY;4. MAINTAINING AN OPEN MEDICAL STAFF, SUBJECT TO EXCLUSIVE CONTRACTS FOR HOSPITAL-BASED SERVICES SUCH AS ANESTHESIOLOGY, RADIOLOGY, PATHOLOGY, HOSPITALIST, AND EMERGENCY DEPARTMENT SERVICES, TO THE EXTENT AN EXCLUSIVE CONTRACT FOR THOSE SERVICES IS REQUIRED TO OBTAIN PROPER STAFFING COVERAGE OR TO PERMIT A MORE EFFICIENT DELIVERY OF THOSE SERVICES WITHIN THE HOSPITAL FACILITY;5. MAINTAINING A GOVERNING BOARD CONSISTING PRIMARILY OF A BROAD CROSS-SECTION OF LEADERS IN THE COMMUNITY;6. ADOPTING AND APPLYING A CONFLICT OF INTEREST POLICY, WHICH APPLIES TO THE GOVERNING BOARD AND ORGANIZATION OFFICERS;7. PROVIDING HEALTH EDUCATION LECTURES AND WORKSHOPS;8. PROVIDING HEALTH FAIRS, EDUCATION ON SPECIFIC DISEASES OR CONDITIONS, AND HEALTH PROMOTION AND WELLNESS PROGRAMS TO THE COMMUNITIES IT SERVES;9. PROVIDING SUPPORT GROUPS AND SELF HELP PROGRAMS TO THE COMMUNITIES IT SERVES;10. PROVIDING COMMUNITY-BASED CLINICAL SERVICES, INCLUDING WITHOUT LIMITATION, HEALTH SCREENINGS AND CLINICS FOR UNINSURED OR UNDERINSURED PERSONS TO THE COMMUNITIES IT SERVES;11. PROVIDING HEALTHCARE SUPPORT SERVICES, INCLUDING WITHOUT LIMITATION, INFORMATION AND REFERRAL TO COMMUNITY SERVICES, CASE MANAGEMENT OF UNDERINSURED AND UNINSURED PERSONS, TELEPHONE INFORMATION SERVICES AND ASSISTANCE TO ENROLL IN PUBLIC PROGRAMS, SUCH AS STATE CHILDREN'S HEALTH INSURANCE PROGRAM (SCHIP) AND MEDICAID TO THE COMMUNITIES IT SERVES;12. PROVIDING SUBSIDIZED HEALTH SERVICES AND CLINICAL PROGRAMS TO THE COMMUNITIES IT SERVES;13. PROVIDING CASH AND IN-KIND CONTRIBUTIONS TO NONPROFIT COMMUNITY HEALTHCARE ORGANIZATIONS IN THE COMMUNITIES IT SERVES; AND14. GENERALLY PROMOTING THE HEALTH, WELLNESS, AND WELFARE OF THE COMMUNITIES IT SERVES BY PROVIDING QUALITY HEALTHCARE SERVICES AT REASONABLE COST.PLEASE SEE THE NOVANT HEALTH COMMUNITY BENEFIT REPORT, LOCATED AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/.PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES. PART VI, LINE 6: PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEMTHE ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICE PROVIDERS. NOVANT HEALTH IS RANKED AS ONE OF OUR NATION'S TOP 20 INTEGRATED HEALTHCARE SYSTEMS CARING FOR PATIENTS AND COMMUNITIES IN NORTH AND SOUTH CAROLINA. EACH HOSPITAL PROVIDES SUBSTANTIAL COMMUNITY BENEFIT TO THE COMMUNITY IT SERVES, AS REPORTED INDIVIDUALLY ON EACH HOSPITAL'S FORM 990, SCHEDULE H. THE COMMUNITY BENEFIT OF THE SYSTEM AS A WHOLE IS DOCUMENTED IN A SYSTEM-WIDE COMMUNITY BENEFIT REPORT, LOCATED AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/. PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES. IT SHOULD NOT BE RELIED UPON AS THE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT REPORT, ITS COMMUNITY HEALTH NEEDS ASSESSMENT OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY. THERE ARE SIGNIFICANT COMMUNITY BENEFIT ACTIVITIES WITHIN NOVANT HEALTH WHICH MAY NOT BE REPORTABLE ON A SCHEDULE H BECAUSE THEY ARE NOT CONDUCTED BY AN ENTITY WHICH OWNS OR OPERATES A HOSPITAL.IN ADDITION TO HOSPITALS, NOVANT HEALTH INCLUDES A PHYSICIAN ORGANIZATION WITH PRACTICES IN NORTH AND SOUTH CAROLINA, AND SIX HOSPITAL FOUNDATIONS WHICH SUPPORT AND ENHANCE THE ACTIVITIES IN THOSE HOSPITALS' COMMUNITIES. FURTHER, NOVANT HEALTH INCLUDES AMBULATORY SURGERY CENTERS, IMAGING CENTERS, REHABILITATION CENTERS, AND OTHER OUTPATIENT FACILITIES; ALL DEDICATED TO PROMOTING THE HEALTH OF THEIR RESPECTIVE COMMUNITIES. PART VI, LINE 7: STATE FILING OF COMMUNITY BENEFIT REPORT NOVANT HEALTH, INC. FILES A SYSTEM-WIDE COMMUNITY BENEFIT REPORT PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES WITH THE NORTH CAROLINA MEDICAL CARE COMMISSION AS PART OF THE DOCUMENTATION REQUIRED FOR THE ISSUANCE OF TAX EXEMPT BOND FINANCING. 1 100 BLACK MEN OF CHARLOTTE INC 740 W 5TH STREET STE 206 CHARLOTTE NC 28202 561795371 501(C)(3) 10000 0 COMMUNITY OUTREACH AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW SUITE 400 ATLANTA GA 30303 131788491 501(C)(3) 9237 0 COMMUNITY OUTREACH AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(C)(3) 86700 0 COMMUNITY OUTREACH AMERICAN LUNG ASSOCIATION 55 W WACKER DRIVE CHICAGO IL 60601 131632524 501(C)(3) 10000 0 COMMUNITY OUTREACH ANGELS AND SPARROWS SOUP KITCHEN INC PO BOX 315 HUNTERSVILLE NC 28070 320200979 501(C)(3) 12500 0 COMMUNITY OUTREACH CAIN CENTER FOR THE ARTS PO BOX 1443 CORNELIUS NC 28031 814628087 501(C)(3) 10000 0 COMMUNITY OUTREACH CAMINO COMMUNITY DEVELOPMENT CORPORATION 133 STETSON DRIVE CHARLOTTE NC 28262 562015959 501(C)(3) 20000 0 COMMUNITY OUTREACH CARE RING INC 601 E 5TH STREET SUITE 140 CHARLOTTE NC 28202 560621073 501(C)(3) 27500 0 COMMUNITY OUTREACH CENTER FOR PREVENTION SERVICES 1117 EAST MOREHEAD ST CHARLOTTE NC 28204 560999338 501(C)(3) 20000 0 COMMUNITY OUTREACH CENTRAL PIEDMONT COMMUNITY COLLEGE SERVICES CORPORATION PO BOX 35009 CHARLOTTE NC 28235 562244952 501(C)(3) 50000 0 COMMUNITY OUTREACH CHARLOTTE AFFILIATE OF THE SUSAN G KOMEN BREAST CANCER FOUNDATION INC 5005 LBJ FREEWAY SUITE 250 DALLAS TX 75244 752854959 501(C)(3) 10000 0 COMMUNITY OUTREACH CHARLOTTE BALLET 701 N TRYON STREET CHARLOTTE NC 28202 581314711 501(C)(3) 40000 0 COMMUNITY OUTREACH CHARLOTTE BRIDGE HOME INC 2200 E 7TH STREET CHARLOTTE NC 28204 452350728 501(C)(3) 10000 0 COMMUNITY OUTREACH CHARLOTTE CENTER CITY PARTNERS 200 SOUTH TRYON STREET STE 1600 CHARLOTTE NC 28202 561247787 501(C)(4) 15000 0 COMMUNITY OUTREACH CHARLOTTE CENTER FOR URBAN MINISTRY INC 945 NORTH COLLEGE STREET CHARLOTTE NC 28206 561837620 501(C)(3) 170000 0 COMMUNITY OUTREACH CHARLOTTE COMMUNITY HEALTH CLINIC INC 8401 MEDICAL PLAZA DR SUITE 300 CHARLOTTE NC 28262 562274174 501(C)(3) 500000 0 COMMUNITY OUTREACH CHARLOTTE MECKLENBURG LIBRARY FOUNDATION 220 N TRYON ST CHARLOTTE NC 28202 461172548 501(C)(3) 105000 0 COMMUNITY OUTREACH CHARLOTTE SPEECH AND HEARING CENTER INC 741 KENILWORTH AVENUE CHARLOTTE NC 28204 560892041 501(C)(3) 15000 0 COMMUNITY OUTREACH CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC 128 S TRYON STREET STE 350 CHARLOTTE NC 28202 566011568 501(C)(3) 135000 0 COMMUNITY OUTREACH COLON CANCER COALITION 5666 LINCOLN DR STE 270 EDINA MN 55436 300377727 501(C)(3) 20000 0 COMMUNITY OUTREACH COMMUNITIES IN SCHOOLS OF CHARLOTTE-MECKLENBURG INC 601 EAST 5TH STREET CHARLOTTE NC 28202 581661795 501(C)(3) 15000 0 COMMUNITY OUTREACH COOL KIDS CLUBHOUSE 9601 HOLLY POINT DR SUITE 102 HUNTERSVILLE NC 28078 421634330 501(C)(3) 17000 0 COMMUNITY OUTREACH CRISIS ASSISTANCE MINISTRY 500-A SPRATT STREET CHARLOTTE NC 28206 561416719 501(C)(3) 20000 0 COMMUNITY OUTREACH DENVER AREA BUSINESS ASSOCIATION INC PO BOX 1413 DENVER NC 28037 562223522 501(C)(3) 10000 0 COMMUNITY OUTREACH DIGI-BRIDGE 1026 JAY STREET SUITE B 128 CHARLOTTE NC 28208 464859045 501(C)(3) 18000 0 COMMUNITY OUTREACH DISCOVERY PLACE INC 301 NORTH TRYON STREET CHARLOTTE NC 28202 560529944 501(C)(3) 143000 0 COMMUNITY OUTREACH FAMILIES FORWARD CHARLOTTE INC 5612 IVYGATE LANE CHARLOTTE NC 28226 820790354 501(C)(3) 10000 0 COMMUNITY OUTREACH FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 566047886 501(C)(3) 763571 0 COMMUNITY OUTREACH FREEDOM SCHOOL PARTNERS INC 1030 AROSA AVENUE CHARLOTTE NC 28203 562169158 501(C)(3) 15000 0 COMMUNITY OUTREACH GIRLS ON THE RUN INTERNATIONAL 801 E MOREHEAD ST NO 201 CHARLOTTE NC 28202 562201835 501(C)(3) 20000 0 COMMUNITY OUTREACH GOJENGO FOUNDATION INC 7804 FAIRVIEW RD CHARLOTTE NC 28226 270895849 501(C)(3) 10000 0 COMMUNITY OUTREACH GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT INC PO BOX 668768 CHARLOTTE NC 28266 560844639 501(C)(3) 22500 0 COMMUNITY OUTREACH HEALTHREACH COMMUNITY CLINIC INC 400 E STATESVILLE AVE MOORESVILLE NC 28115 201020941 501(C)(3) 25000 0 COMMUNITY OUTREACH HEARTBRIGHT FOUNDATION INC 16130 WHITESAIL DRIVE CHARLOTTE NC 28278 450496759 501(C)(3) 27360 0 COMMUNITY OUTREACH JDRF INTERNATIONAL 26 BROADWAY 15TH FL NEW YORK NY 10004 231907729 501(C)(3) 20000 0 COMMUNITY OUTREACH JUNIOR ACHIEVEMENT OF CENTRAL CAROLINAS INC 201 S TRYON STREET NO LL100 CHARLOTTE NC 28202 560672085 501(C)(3) 25000 0 COMMUNITY OUTREACH LAKE NORMAN CHAMBER OF COMMERCE 19900 W CATAWBA AVE STE 101 CORNELIUS NC 28031 561574848 501(C)(6) 15250 0 COMMUNITY OUTREACH LAKE NORMAN COMMUNITY HEALTH CLINIC PO BOX 2398 HUNTERSVILLE NC 28070 043723062 501(C)(3) 110000 0 COMMUNITY OUTREACH LATIN AMERICANS WORKING FOR ACHIEVEMENT PO BOX 78150 CHARLOTTE NC 28271 561781060 501(C)(3) 10000 0 COMMUNITY OUTREACH MAKE-A-WISH FOUNDATION OF AMERICA 1702 E HIGHLAND AVE NO 400 PHOENIX AZ 85016 860481941 501(C)(3) 6000 0 COMMUNITY OUTREACH MARCH OF DIMES FOUNDATION 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 131846366 501(C)(3) 15000 0 COMMUNITY OUTREACH MECKED 129 W TRADE STREET CHARLOTTE NC 28202 561752043 501(C)(3) 10000 0 COMMUNITY OUTREACH MECKLENBURG COUNTY 700 E 4TH STREET STE 400 CHARLOTTE NC 28202 566000319 GOVERNMENT 160000 0 COMMUNITY OUTREACH MEDASSIST OF MECKLENBURG DBA NC MEDASSIST 4428 TAGGART CREEK ROAD CHARLOTTE NC 28208 562018957 501(C)(3) 25000 0 COMMUNITY OUTREACH MOORESVILLE SOUP KITCHEN 275 SOUTH BROAD STREET MOORESVILLE NC 28115 561911138 501(C)(3) 27500 0 COMMUNITY OUTREACH NC PROFESSIONALS HEALTH PROGRAM 220 HORIZON DR NO 201 RALEIGH NC 27615 561846599 501(C)(3) 10000 0 COMMUNITY OUTREACH ONE CHARLOTTE HEALTH ALLIANCE 601 E 5TH STREET SUITE 330D CHARLOTTE NC 28202 844739249 501(C)(3) 128080 0 COMMUNITY OUTREACH PAT'S PLACE CHILD ADVOCACY CENTER 901 EAST BLVD CHARLOTTE NC 28203 201820596 501(C)(3) 28000 0 COMMUNITY OUTREACH PROMISING PAGES INC 4020 YANCEY RD CHARLOTTE NC 28217 452540702 501(C)(3) 10000 0 COMMUNITY OUTREACH RAIN INC 601 EAST FIFTH STREET SUITE 470 CHARLOTTE NC 28202 561825247 501(C)(3) 20000 0 COMMUNITY OUTREACH REACH OUT AND READ INC 89 SOUTH STREET STE 201 BOSTON MA 02111 043481253 501(C)(3) 25000 0 COMMUNITY OUTREACH REBUILDING TOGETHER OF GREATER CHARLOTTE INC PO BOX 34037 CHARLOTTE NC 28234 273101212 501(C)(3) 12500 0 COMMUNITY OUTREACH RENAISSANCE WEST COMMUNITY INITIATIVE 3610 NOBLES AVENUE CHARLOTTE NC 28208 271396021 501(C)(3) 15000 0 COMMUNITY OUTREACH RONALD MCDONALD HOUSE OF WINSTON-SALEM 419 S HAWTHORNE ROAD WINSTONSALEM NC 27103 581454715 501(C)(3) 10000 0 COMMUNITY OUTREACH ROTARY CLUB OF LAKE NORMAN HUNTERSVILLE INC PO BOX 2306 HUNTERSVILLE NC 28070 262902286 501(C)(3) 15000 0 COMMUNITY OUTREACH SAFE ALLIANCE INC 601 EAST FIFTH STREET SUITE 400 CHARLOTTE NC 28202 560529967 501(C)(3) 52500 0 COMMUNITY OUTREACH SECOND HARVEST FOOD BANK OF METROLINA INC 500 B SPRATT STREET CHARLOTTE NC 28206 561352593 501(C)(3) 28000 0 COMMUNITY OUTREACH SHELTER HEALTH SERVICES INC 534 SPRATT STREET CHARLOTTE NC 28206 203041985 501(C)(3) 20000 0 COMMUNITY OUTREACH STICKWITHUS ORGANIZATION PO BOX 77043 CHARLOTTE NC 28271 262837579 501(C)(3) 10000 0 COMMUNITY OUTREACH SUPPORTIVE HOUSING COMMUNITIES 601 E FIFTH STREET SUITE 255 CHARLOTTE NC 28205 582067479 501(C)(3) 10000 0 COMMUNITY OUTREACH THE BULB GALLERY 742 CEDAR ST CHARLOTTE NC 29730 814676117 501(C)(3) 15000 0 COMMUNITY OUTREACH THE CHARLOTTE CHAMBER OF COMMERCE PO BOX 20103 CHARLOTTE NC 28202 560173610 501(C)(6) 310000 0 COMMUNITY OUTREACH THE DEANGELO WILLIAMS FOUNDATION PO BOX 78182 CHARLOTTE NC 28271 830483862 501(C)(3) 10000 0 COMMUNITY OUTREACH THE HELPS EDUCATION FUND INC PO BOX 6667 RALEIGH NC 27628 452046989 501(C)(3) 20000 0 COMMUNITY OUTREACH THE LEARNING COLLABORATIVE 3241 SAM DRENAN ROAD CHARLOTTE NC 28205 561668333 501(C)(3) 15000 0 COMMUNITY OUTREACH THE LEUKEMIA & LYMPHOMA SOCIETY INC 3 INTERNATIONAL DR RYE BROOK NY 10573 135644916 501(C)(3) 10000 0 COMMUNITY OUTREACH THE RELATIVES INC 6220 THERMAL ROAD CHARLOTTE NC 28211 561082022 501(C)(3) 17500 0 COMMUNITY OUTREACH THE SALVATION ARMY 7361 AIRLINE HIGHWAY BATON ROUGE LA 70805 580660607 501(C)(3) 25000 0 COMMUNITY OUTREACH TIME OUT YOUTH INC 3800 MONROE ROAD CHARLOTTE NC 28205 561755564 501(C)(3) 15000 0 COMMUNITY OUTREACH TOWN OF CORNELIUS PO BOX 399 CORNELIUS NC 28031 566001209 GOVERNMENT 10500 0 COMMUNITY OUTREACH TOWN OF HUNTERSVILLE PO BOX 664 HUNTERSVILLE NC 28070 566001252 GOVERNMENT 37500 0 COMMUNITY OUTREACH UNITED NEGRO COLLEGE FUND INC 1805 7TH STREET NW WASHINGTON DC 20001 131624241 501(C)(3) 12500 0 COMMUNITY OUTREACH UNITED WAY OF CENTRAL CAROLINAS INC 301 SOUTH BREVARD STREET CHARLOTTE NC 28202 560529948 501(C)(3) 35000 0 COMMUNITY OUTREACH URBANPROMISE CHARLOTTE 5214 MURRAYHILL ROAD CHARLOTTE NC 28210 472302870 501(C)(3) 15000 0 COMMUNITY OUTREACH YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER CHARLOTTE 400 E MOREHEAD STREET CHARLOTTE NC 28202 561045299 501(C)(3) 7585 0 COMMUNITY OUTREACH YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF THE CENTRAL CAROLINAS INC 3420 PARK RD CHARLOTTE NC 28209 560532139 501(C)(3) 17500 0 COMMUNITY OUTREACH YOUTH VILLAGES INC 3320 BROTHER BLVD MEMPHIS TN 38133 581716970 501(C)(3) 20000 0 COMMUNITY OUTREACH 74 3 TEAM MEMBER ASSISTANCE (EMPLOYEE EMERGENCY FUND) 2 1500 SCHOLARSHIPS 25 39398 MEDICATION TO INDIGENT PATIENTS 152 30518 FMV MEDICATION FOR INDIGENT PATIENTS PATIENT ASSISTANCE 26 7926 PATIENT TRANSPORTATION 9502 515988 FMV TRANSPORTATION FOR INDIGENT PATIENTS ZOLL LIFE VEST 12 25600 FMV LIFEVEST PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE FILING ORGANIZATION IS PART OF THE INTEGRATED HEALTHCARE SYSTEM OPERATED BY NOVANT HEALTH, INC. ("NOVANT HEALTH"), THE PARENT ORGANIZATION. NOVANT HEALTH'S BYLAWS AUTHORIZE IT TO ESTABLISH CERTAIN POLICIES FOR ALL OF ITS SUBSIDIARIES WITHIN THE SYSTEM. NOVANT HEALTH HAS ESTABLISHED A SYSTEM-WIDE CORPORATE POLICY WITH STANDARDIZED GUIDELINES THAT ARE TO BE USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE FILING ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS ARE MAINTAINED VIA THE GENERAL LEDGER. FUNDS ARE GENERALLY NOT TRACKED AFTER BEING GRANTED, AS THE ORIGINAL ELIGIBILITY AND SELECTION CRITERIA HAVE ALREADY BEEN MET. X X X X 1 1 0 1 0 0 0 0 0 0 0 FRED HARGETT EVP & CFO 0 1092939 0 843828 0 418897 0 18300 0 43552 0 2417516 0 7500 SAAD EHTISHAM SVP & PRES NHPMC&GCM / TRUSTEE 656459 0 379360 0 42255 0 121353 0 43600 0 1243027 0 0 0 SIDNEY FLETCHER MD CMO 535339 0 323364 0 160653 0 102992 0 48775 0 1171123 0 79238 0 PETER TURK GENERAL SURGEON 590582 0 371620 0 40410 0 18300 0 25147 0 1046059 0 0 7500 JANELLE FAUCI OBGYN GYN ONC 405246 0 467587 0 35309 0 18300 0 23841 0 950283 0 0 7500 KELLIE SCHNEIDER OBGYN GYN ONC 416549 0 438273 0 22752 0 18300 0 23788 0 919662 0 0 7500 PATRICIA KROPF ONCOLOGIST 425287 0 373270 0 43150 0 17654 0 23616 0 882977 0 0 0 LARRY WEEMS II FMR SVP (SEE SCHEDULE O) 0 440321 0 264681 0 55712 0 88001 0 26085 0 874800 0 7500 JAMIE FEINOUR COO PMC & PRES NHCOH 423903 0 170975 0 36620 0 18300 0 42196 0 691994 0 0 0 MICHAEL RILEY FMR PRES-PHH (SEE SCHEDULE O) 350721 0 212321 0 45868 0 18300 0 25021 0 652231 0 0 7500 DAVID VOELLINGER MD TRUSTEE 0 450732 0 78567 0 21392 0 18300 0 37792 0 606783 0 0 KELLI SADLER FMR CNO (SEE SCHEDULE O) 307539 0 125680 0 36689 0 18300 0 25923 0 514131 0 0 0 KATRINA KING FMR CNO-PHH (SEE SCHEDULE O) 0 235228 0 112074 0 43431 0 15493 0 20521 0 426747 0 0 KIMBERLY CASE MD TRUSTEE 0 255065 0 24350 0 39858 0 16261 0 11206 0 346740 0 7500 PART I, LINE 1A PART I, LINE 1A: FRINGE OR EXPENSE EXPLANATION FIRST-CLASS OR CHARTER TRAVEL: FIRST-CLASS OR CHARTER TRAVEL IS NOT A COVERED TRAVEL EXPENSE FOR EXECUTIVES; THEY ARE LIMITED TO BUSINESS OR COACH CLASS FARES FOR COMMERCIAL FLIGHTS. HOWEVER, CHARTER TRAVEL IS AVAILABLE TO CERTAIN EXECUTIVES, BOARD MEMBERS, AND APPROVED BUSINESS PERSONNEL MEETING APPLICABLE POLICY CRITERIA. TRAVEL FOR COMPANIONS: COMPANIONS ARE ALLOWED ON CERTAIN CHARTER FLIGHTS PAID FOR BY THE ORGANIZATION. IN THAT CASE, THE VALUE OF THE COMPANION'S FLIGHT IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. DISCRETIONARY SPENDING ACCOUNT: CERTAIN EXECUTIVES RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THE DOLLAR AMOUNT IN THE ACCOUNT IS PRE-APPROVED BY THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES. THE EXECUTIVE MAY DEFER THE AMOUNT TO A RETIREMENT ACCOUNT OR THE AMOUNT IS TREATED AS COMPENSATION AND IS SPREAD OUT OVER THE COURSE OF THE YEAR IN THE EXECUTIVE'S PAYCHECKS AS TAXABLE INCOME. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: WE PROVIDE TEMPORARY HOUSING ALLOWANCES IN CERTAIN EXECUTIVE RECRUITMENT AND RELOCATION PACKAGES. THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. PART I, LINE 3 THE FILING ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, AN INTEGRATED HEALTHCARE SYSTEM AND RELIES UPON NOVANT HEALTH, INC., THE PARENT ORGANIZATION, TO USE THE PROCESS DESCRIBED IN PART VI, LINE 15A/15B OF THIS RETURN TO ESTABLISH COMPENSATION FOR CERTAIN EXECUTIVES. THIS PROCESS ADHERES TO THE REQUIREMENTS SET FORTH TO SECURE THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT AND DISINTERESTED MEMBERS OF A COMPENSATION COMMITTEE, CONSULTATION WITH INDEPENDENT COMPENSATION CONSULTANTS, THE UTILIZATION OF THIRD-PARTY COMPARABILITY DATA SUCH AS PUBLISHED COMPENSATION SURVEYS, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. PART I, LINE 4B PART I, LINES 4A-C: SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SEVERANCE NONE NONQUALIFIED KIMBERLY CASE $11,365 JANELLE FAUCI $11,364 SIDNEY FLETCHER $116,446 FRED HARGETT $11,892 MICHAEL RILEY $11,667 KELLIE SCHNEIDER $10,924 PETER TURK $10,474 LARRY WEEMS II $9,016 EQUITY-BASED NONE PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") IS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES, AND TO OFFER COMPETITIVE TOTAL COMPENSATION. GENERALLY, ANNUAL CONTRIBUTIONS TO THE PLAN OR PAYMENTS TO PARTICIPANTS WILL BE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST OF THE PREVIOUS PLAN YEAR AND ARE REPORTED IN COLUMN (C) OF SCHEDULE J. PRIOR TO MAKING THE CONTRIBUTIONS OR PAYMENTS, THE NOVANT HEALTH COMPENSATION AND LEADERSHIP COMMITTEE ("COMMITTEE") WILL APPROVE THE AMOUNTS AS TO REASONABLENESS, WHEN COMBINED WITH ALL OTHER ANNUAL COMPENSATION. A 3 YEAR CLASS-YEAR VESTING PERIOD WILL APPLY UP TO AGE 62, WHEN ALL MONEY WOULD BE VESTED AND PAID OUT TO THE PARTICIPANT. OTHERWISE, VESTING WILL OCCUR ON JANUARY 1ST OF EACH YEAR FOR THE APPROPRIATE CLASS-YEAR VESTING PERIOD. THE COMMITTEE REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS. FORM 990, PI, L1: ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES THE PRESBYTERIAN HOSPITAL DOING BUSINESS AS NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER ("NHPMC") AND DOING BUSINESS AS NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER ("NHHMC") IS AN INTEGRAL PART OF THE NOVANT HEALTH SYSTEM (COLLECTIVELY KNOWN AS "NOVANT HEALTH"), A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICE PROVIDERS. NOVANT HEALTH IS AN INTEGRATED NETWORK OF PHYSICIAN CLINICS, OUTPATIENT CENTERS AND HOSPITALS THAT DELIVERS A SEAMLESS AND CONVENIENT HEALTHCARE EXPERIENCE TO OUR COMMUNITIES. THE NOVANT HEALTH NETWORK CONSISTS OF MORE THAN 1,800 PHYSICIANS AND OVER 35,000 TEAM MEMBERS THAT PROVIDE CARE AT NEARLY 800 LOCATIONS, INCLUDING 15 MEDICAL CENTERS AND HUNDREDS OF OUTPATIENT FACILITIES AND PHYSICIAN CLINICS. HEADQUARTERED IN WINSTON SALEM, NORTH CAROLINA, NOVANT HEALTH IS COMMITTED TO MAKING HEALTHCARE REMARKABLE FOR PATIENTS AND COMMUNITIES PROVIDING NEARLY SIX MILLION PATIENT VISITS ANNUALLY. IN 2022, THE NOVANT HEALTH SYSTEM REPORTED $7.6 BILLION IN REVENUES. GENERAL INFORMATION NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER IS A NOT-FOR-PROFIT 576-BED HOSPITAL THAT CONSISTENTLY RANKS AMONG THE BEST IN THE NATION FOR QUALITY. WE OFFER THE LATEST IN DIAGNOSTIC AND TREATMENT SERVICES AND PROVIDE SPECIALIZED CARE TO PATIENTS WITH CANCER. WE ALSO ARE HOME TO NOVANT HEALTH HEMBY CHILDREN'S HOSPITAL, WHICH PROVIDES PATIENTS ACCESS TO THE MOST ADVANCED RESEARCH, PROGRAMS, TECHNOLOGIES AND CLINICAL TECHNIQUES. PRESBYTERIAN MEDICAL CENTER WAS NOVANT HEALTH'S FIRST FACILITY TO RECEIVE A TRAUMA DESIGNATION AND IS THE FIRST CHARLOTTE HOSPITAL TO BE DESIGNATED AN ADVANCED COMPREHENSIVE STROKE CENTER. NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER IS A 139-BED COMMUNITY HOSPITAL OFFERING A WIDE RANGE OF SERVICES IN EMERGENCY, MATERNITY, SURGERY, PEDIATRICS, CARDIOVASCULAR, CANCER AND OUTPATIENT CARE. BY BRINGING TOGETHER WORLD-CLASS TECHNOLOGY AND CLINICIANS TO PROVIDE QUALITY CARE, WE ARE COMMITTED TO CREATING A HEALTHCARE EXPERIENCE THAT IS SIMPLER, MORE CONVENIENT AND MORE AFFORDABLE SO PATIENTS CAN FOCUS ON GETTING BETTER AND STAYING HEALTHY. IN ADDITION TO OUR QUALITY OF SERVICES AND COMPREHENSIVE CATEGORIES OF SERVICES, WE ARE VERY PROUD OF OUR PATIENT FINANCIAL ASSISTANCE PROGRAM. WE WORK WITH PATIENTS TO HELP QUALIFY THEM FOR PUBLIC ASSISTANCE, ESTABLISH A REASONABLE PAYMENT PLAN, DISCOUNT THEIR BILL, OR PROVIDE FREE CARE FOR THOSE THAT QUALIFY FOR FINANCIAL ASSISTANCE. COMMUNITY OUTREACH COMMUNITY OUTREACH IS A CRITICAL COMPONENT TO THE MISSION OF NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER AND NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER. NOVANT HEALTH PROVIDES HUNDREDS OF PROGRAMS THAT SERVE PATIENTS, NEIGHBORS AND SOME OF OUR COMMUNITIES' MOST VULNERABLE CITIZENS. WE ALSO PROVIDE CHARITY MEDICAL CARE FOR THE UNINSURED, SERVICES TO INDIVIDUALS WITH MEDICAID COVERAGE REIMBURSED AT LESS THAN COST, COMMUNITY HEALTH EDUCATION, MEDICAL SERVICES THAT LOSE MONEY BUT ARE IMPORTANT FOR THE COMMUNITY, SUPPORT GROUPS, OUTREACH SERVICES, COMMUNITY EVENTS AND SCREENINGS. IN ADDITION, WE PARTICIPATE IN MEDICAL RESEARCH, ACADEMIC HEALTH PROGRAMS AND PARTNERSHIPS WITH A DIVERSE GROUP OF ORGANIZATIONS TO PROVIDE OTHER COMMUNITY INITIATIVES. NOVANT HEALTH IS COMMITTED TO SUPPORTING THE COMMUNITIES IT SERVES THROUGH CHARITABLE CONTRIBUTIONS TO COMMUNITY-BASED PROGRAMS THAT IMPROVE HEALTH EQUITY AND UPWARD MOBILITY FOR THOSE WHO NEED IT MOST. TOWARD THAT GOAL, WE INVEST IN COMMUNITY-BASED PROGRAMS THAT ALIGN WITH OUR TWO INVESTMENT PRIORITIES OF DEVELOPING HEALTHY COMMUNITIES AND EXPANDING OPPORTUNITIES FOR EDUCATION. NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER SUPPORTED THE COMMUNITY IN 2022 THROUGH RESOURCES, SCREENINGS/CLINICS, HEALTH EDUCATION INITIATIVES, SUPPORT GROUPS, NUTRITION, EXERCISE AND WELLNESS INITIATIVES, IN-KIND DONATIONS, SOCIAL AND ENVIRONMENTAL IMPROVEMENT ACTIVITIES, AND MORE. RESOURCES PROVIDED INCLUDED MYCOMMUNITY ACCESS AND PRINTED RESOURCE CARDS FOR ANYONE TO SEARCH FOR LOCAL FREE AND REDUCED COST SERVICES, 'ASK THE EDUCATOR' IN ENGLISH AND SPANISH, AND COMMUNITY RESOURCE FAIRS. SCREENINGS/CLINICS PROVIDED WERE BLOOD PRESSURE/HYPERTENSION MOBILE CLINICS AND SCREENINGS, DENTAL CLINICS, BREAST CANCER SCREENINGS, AND GENERAL HEALTH SCREENINGS. HEALTH EDUCATION INITIATIVES WERE FALL PREVENTION AND BALANCE EDUCATION, MATERNAL & INFANT HEALTH, INFANT CPR, SIBLING PREPARATION, NEWBORN CARE (IN ENGLISH & SPANISH), INFANT SAFETY, DAD'S 411, INFANT CAR SEAT SAFETY, INCREASING COMFORT IN LABOR, POSTPARTUM 101, CHILDBIRTH PREPARATION, AND A FINANCIAL CHECKLIST FOR NEW PARENTS. SUPPORT GROUPS WERE PROVIDED FOR POSTPARTUM SUPPORT, CANCER SUPPORT, TRANSFORMATIVE WRITING WORKSHOPS, A MINDFULNESS CANCER RECOVERY SERIES, TRAUMA SURVIVORS, BREAST CANCER SUPPORT, COLORECTAL CANCER SUPPORT, AND PROSTATE CANCER SUPPORT. NUTRITION, EXERCISE & WELLNESS INITIATIVES WERE PREGNANCY YOGA, MOMMY & BABY YOGA, AND TRADITIONAL YOGA. IN-KIND DONATIONS WERE MADE THROUGH CAR SEAT SAFETY CHECKS, A COAT DRIVE, AND 'PAINT THE PLAYGROUND' TO REDUCE INJURIES. SOCIAL AND ENVIRONMENTAL IMPROVEMENT ACTIVITIES & COMMUNITY BUILDING WERE DONE THROUGH INITIATIVES TO SUPPORT THE FAITH & HEALTH LATIN COALITION, EDUCATION ON HEALTH AND ENVIRONMENTAL EQUITY, A CONGREGATIONAL HEALTH PROMOTERS CONFERENCE, A CHILD ABUSE AWARENESS EVENT, 'BRIDGES TO HEALTHCARE' INTERN SUPPORT, AND PODCAST PROGRAMMING FOR NAVIGATING HEALTHCARE AND SOCIAL DETERMINANTS OF HEALTH. OTHER INITIATIVES INCLUDED ANTI-BULLYING/BULLYING PREVENTION EDUCATION, ADVERSE CHILDHOOD EXPERIENCES EDUCATION, ABUSE AND TRAUMA EDUCATION, HUMAN TRAFFICKING EDUCATION, IMPAIRED DRIVING PREVENTION, PEDESTRIAN SAFETY EDUCATION, BIKE HELMET SAFETY, BACK TO SCHOOL SAFETY, GUN VIOLENCE PREVENTION, TEEN DRIVING EDUCATION, CAR SEAT SAFETY (IN ENGLISH & SPANISH). NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER SUPPORTED THE COMMUNITY IN 2022 THROUGH RESOURCES, SCREENINGS/CLINICS, IN-KIND DONATIONS, SOCIAL AND ENVIRONMENTAL IMPROVEMENT ACTIVITIES AND COMMUNITY BUILDING PROGRAMS. RESOURCES PROVIDED INCLUDED MYCOMMUNITY ACCESS AND PRINTED RESOURCE CARDS FOR ANYONE TO SEARCH FOR LOCAL FREE AND REDUCED COST SERVICES. SCREENINGS/CLINICS PROVIDED WERE FOR BLOOD PRESSURE/HYPERTENSION. HEALTH EDUCATION INITIATIVES INCLUDED HEART HEALTH PROGRAMMING AND VIRTUAL NEWBORN CARE IN SPANISH. IN-KIND DONATIONS WERE MADE THROUGH BLOOD DRIVES. SOCIAL AND ENVIRONMENTAL IMPROVEMENT ACTIVITIES & COMMUNITY BUILDING PROGRAMS WERE CREATED THROUGH LEADERSHIP PRESENTATIONS AND THE CHAMPIONS OF DIVERSITY EVENT. RESOURCES PROVIDED INCLUDED MYCOMMUNITY ACCESS AND PRINTED RESOURCE CARDS FOR ANYONE TO SEARCH FOR LOCAL FREE AND REDUCED COST SERVICES. HEALTH EDUCATION INITIATIVES WERE FOR AED & CPR DEMONSTRATION AND TRAINING, HANDS ONLY CPR TRAINING, AND HEART HEALTH EDUCATION PROGRAMMING. IN-KIND DONATIONS WERE MADE THROUGH A HYGIENE SUPPLY DRIVE AND BABY HYGIENE PACKING EVENT. NOVANT HEALTH IS COMMITTED TO SUPPORTING THE COMMUNITIES IT SERVES THROUGH CHARITABLE CONTRIBUTIONS TO COMMUNITY-BASED PROGRAMS THAT IMPROVE HEALTH EQUITY AND UPWARD MOBILITY FOR THOSE WHO NEED IT MOST. TOWARD THAT GOAL, WE INVEST IN COMMUNITY-BASED PROGRAMS THAT ALIGN WITH OUR TWO INVESTMENT PRIORITIES OF DEVELOPING HEALTHY COMMUNITIES AND EXPANDING OPPORTUNITIES FOR EDUCATION. NEW TECHNOLOGY & SERVICES NOVANT HEALTH AGNES BINDER WEISIGER BREAST HEALTH CENTER, LOCATED ADJACENT TO NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER, BROKE GROUND AND WILL IMPROVE ACCESS TO THE LATEST IN SPECIALTY CARE FOR PATIENTS. THE PROJECT IS A $15 MILLION INVESTMENT THAT WILL EXPAND THE CURRENT BREAST HEALTH CENTER TO 13,500 SQUARE-FEET AND FUNCTION AS A BRAND-NEW, STAND-ALONE AND COMPREHENSIVE BREAST HEALTH CENTER. THE CENTER WILL BE WELL-EQUIPPED WITH THE LATEST IN NEW TECHNOLOGY DESIGNED TO DETECT CANCER AT ITS EARLIEST AND MOST TREATABLE STAGES. MODERN IN DESIGN, THE CENTER WILL FEATURE A MUCH MORE CONVENIENT DROP-OFF AND PICKUP AREA. PATIENTS AND VISITORS WILL ALSO BENEFIT FROM THE BRIGHT AND INVITING NEW LOBBY AND COMFORTABLE NEW WAITING ROOM. VISITORS WILL ALSO APPRECIATE THAT ALL SIGNAGE, ART AND OTHER DESIGN ELEMENTS REFLECT THE LOCAL COMMUNITY. THE ANTICIPATED COMPLETION DATE FOR THE NEW BREAST HEALTH CENTER IS EARLY 2024. IT WILL BE LOCATED AT 315 LILLINGTON AVE. IN CHARLOTTE. NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER ADDED HEARTFLOW TECHNOLOGY IN RADIOLOGY. HEARTFLOW ANALYSIS IS AN ADVANCE POST PROCESSING APPLICATION, USING AI, TO COMPUTE FLUID DYNAMICS OF BLOOD FLOW AND FFRCT OF THE CORONARY ARTERIES. THE WORKFLOW, WHEN INDICATED BY AN ABNORMAL CT ANGIOGRAM OF THE CORONARY ARTERIES, THE CT IMAGE DATA TO HEARFLOW'S "CLOUD" IS SENT, ANALYZED, AND THEN A REPORT WITH A MODEL INTO BOTH EPIC AND PACS IS CREATED. FORM 990, PI, L1: CONTINUED AWARDS, RECOGNITIONS & CERTIFICATIONS/RECERTIFICATIONS NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER: "A" RATED HOSPITAL FOR SAFETY THE LEAPFROG GROUP (2022) GOLD PLUS RATED HOSPITAL AMERICAN HEART ASSOCIATION (2020, 2021, 2022) ONE OF THE "TOP 10% HOSPITALS FOR CARDIAC SURGERY" SOCIETY OF THORACIC SURGEONS, 3-STARS ADVANCED COMPREHENSIVE STROKE CERTIFICATION THE JOINT COMMISSION "BABY-FRIENDLY" DESIGNATED HOSPITAL THE WORLD HEALTH ORGANIZATION AND THE UNITED NATIONS CHILDREN'S FUND 5-STAR-RATED HOSPITAL FOR "BREASTFEEDING FRIENDLINESS" NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES LEADER IN LGBTQ HEALTHCARE EQUALITY HUMAN RIGHTS CAMPAIGN (2017, 2018, 2019, 2020, 2022) MAGNET RECOGNITION PROGRAM DESIGNATED HOSPITAL THE AMERICAN NURSES CREDENTIALING CENTER CENTER OF EXCELLENCE IN MINIMALLY INVASIVE GYNECOLOGY SURGICAL REVIEW (2012-PRESENT) STAR PROGRAM CERTIFICATION ONCOLOGY REHAB PARTNERS NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER: "A" RATED HOSPITAL FOR SAFETY THE LEAPFROG GROUP (2022) TOP AMBULATORY SURGERY CENTER (ASC) THE LEAPFROG GROUP (2021) GOLD PLUS RATED HOSPITAL AMERICAN HEART ASSOCIATION (2020, 2021, 2022) LEADER IN LGBTQ HEALTHCARE EQUALITY HUMAN RIGHTS CAMPAIGN (2017, 2018, 2019, 2020, 2022) "BABY-FRIENDLY" DESIGNATED HOSPITAL THE WORLD HEALTH ORGANIZATION AND THE UNITED NATIONS CHILDREN'S FUND 100 GREAT COMMUNITY HOSPITALS BECKER'S HOSPITAL REVIEW (2018, 2019) PRIMARY STROKE CENTER CERTIFICATION THE JOINT COMMISSION HIP AND KNEE JOINT REPLACEMENT CERTIFICATION THE JOINT COMMISSION MAGNET RECOGNITION PROGRAM DESIGNATION AMERICAN NURSES CREDENTIALING CENTER 5-STAR-RATED HOSPITAL FOR "BREASTFEEDING FRIENDLINESS" NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES EXCEPTIONAL BREAST CANCER CARE AMERICAN COLLEGE OF SURGEONS CANCER PROGRAM ACCREDITATION AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER STAR PROGRAM CERTIFICATION ONCOLOGY REHAB PARTNERS ACCREDITATION NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER AND NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER HAVE BEEN FULLY ACCREDITED BY THE JOINT COMMISSION, AN INDEPENDENT ORGANIZATION THAT EVALUATES A HEALTHCARE ORGANIZATION'S PERFORMANCE IN AREAS THAT MOST AFFECT PATIENT HEALTH AND SAFETY. ACCREDITATIONS FOR NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER AND NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER: - AMERICAN ASSOCIATION OF BLOOD BANKS - AMERICAN COLLEGE OF RADIOLOGY - AMERICAN COLLEGE OF RADIOLOGY: MAMMOGRAPHY - AMERICAN COLLEGE OF SURGEONS: CANCER CENTER - COLLEGE OF AMERICAN PATHOLOGY - INTERSOCIETAL ACCREDITATION COMMISSION ECHOCARDIOGRAPHY LABORATORIES - NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS - MAGNET NURSING FACILITY BY THE AMERICAN NURSES CREDENTIALING CENTER COMMUNITY BENEFIT REPORT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/ THE COMMUNITY BENEFIT REPORT, REFERRED TO AS A COMMUNITY IMPACT REPORT, PREPARED BY NOVANT HEALTH IS A SYSTEM-WIDE REPORT THAT INCLUDES QUALITATIVE AND QUANTITATIVE INFORMATION. PLEASE NOTE THAT THE NUMERIC DATA IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES. IT SHOULD NOT BE RELIED UPON AS THE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT REPORT, ITS COMMUNITY HEALTH NEEDS ASSESSMENT OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY. IN THIS REPORT, THE NOVANT HEALTH SYSTEM'S COMMUNITY BENEFIT WAS APPROXIMATELY $1,566,000,000, INCLUDING $213,000,000 IN FINANCIAL ASSISTANCE FOR 2022. FORM 990, PART III, LINE 1: MISSION, VISION, AND VALUES MISSION NOVANT HEALTH EXISTS TO IMPROVE THE HEALTH OF OUR COMMUNITIES, ONE PERSON AT A TIME. VISION WE, THE NOVANT HEALTH TEAM, WILL DELIVER THE MOST REMARKABLE PATIENT EXPERIENCE, IN EVERY DIMENSION, EVERY TIME. VALUES -COMPASSION: WE TREAT OUR CUSTOMERS AND THEIR FAMILIES, STAFF AND OTHER HEALTHCARE PROVIDERS AS FAMILY MEMBERS WITH KINDNESS, PATIENCE, EMPATHY AND RESPECT. -DIVERSITY AND INCLUSION: WE RECOGNIZE THAT EVERY PERSON IS DIFFERENT, EACH SHAPED BY UNIQUE LIFE EXPERIENCES. THIS ENABLES US TO BETTER UNDERSTAND EACH OTHER AND OUR CUSTOMERS. BY ENGAGING THE STRENGTHS AND TALENTS OF EACH TEAM MEMBER, WE ENSURE A STRONG ORGANIZATION CAPABLE OF PROVIDING REMARKABLE HEALTHCARE TO OUR PATIENTS, FAMILIES AND COMMUNITIES. -PERSONAL EXCELLENCE: WE STRIVE TO GROW PERSONALLY AND PROFESSIONALLY AND APPROACH EACH SERVICE OPPORTUNITY WITH A POSITIVE, FLEXIBLE ATTITUDE. HONESTY AND PERSONAL INTEGRITY GUIDE ALL WE DO. -TEAMWORK: THE NEEDS AND EXPECTATIONS OF ANY ONE CUSTOMER ARE GREATER THAN WHAT ONE PERSON'S SERVICE EFFORTS CAN SATISFY. WE SUPPORT EACH OTHER SO THAT TOGETHER AS A TEAM, WE CAN BE SUCCESSFUL IN THE EYE OF THE CUSTOMER AS A QUALITY SERVICE PROVIDER. -COURAGE: WE ACT BOLDLY IN MAKING THE CHANGES NECESSARY TO ACHIEVE OUR MISSION, VISION AND PROMISE OF DELIVERING REMARKABLE HEALTHCARE. -SAFETY: WE EMBRACE A CULTURE IN WHICH "FIRST, DO NO HARM" IS THE FOUNDATION OF REMARKABLE HEALTHCARE. OUR WORK ENVIRONMENT IS ONE OF OPEN COMMUNICATION, HIGH-RELIABILITY, AND A RELENTLESS QUEST TOWARD ZERO EVENTS OF PREVENTABLE HARM. OUR PEOPLE WE ARE AN INCLUSIVE TEAM OF PURPOSE-DRIVEN PEOPLE INSPIRED AND UNITED BY OUR PASSION TO CARE FOR EACH OTHER, OUR PATIENTS AND OUR COMMUNITIES. WE ALWAYS REMEMBER, OUR BUSINESS IS THE CARE OF ALL PEOPLE, STARTING WITH OUR TEAM MEMBERS. OUR PROMISE WE ARE RELENTLESSLY PURSUING REMARKABLE CARE EVERY DAY - SO YOU CAN EXPECT THE COMPASSIONATE, EXPERT, PERSONAL EXPERIENCE YOU DESERVE. FORM 990, PART VI, SECTION A, LINE 6 FORM 990, PART VI, SECTION A, LINE 6: CLASSES OF MEMBERS OR STOCKHOLDERS THE CORPORATION IS A NONPROFIT CORPORATION WITH MEMBERS (OR A MEMBER). NOVANT HEALTH, INC. IS THE SOLE MEMBER OF NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC AND NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC IS THE SOLE MEMBER OF THE PRESBYTERIAN HOSPITAL. THE CORPORATE POWERS OF THE PRESBYTERIAN HOSPITAL AND THE AUTHORITY OF ITS TRUSTEES AND OFFICERS IS SUBJECT TO THE CONTROL OF NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC AND ITS SOLE MEMBER NOVANT HEALTH, INC TO THE EXTENT SUCH CONTROL IS SPECIFICALLY DESIGNATED IN THE ARTICLES OF INCORPORATION AND BYLAWS OF NOVANT HEALTH, INC AND IN THE ARTICLES OF ORGANIZATION AND OPERATING AGREEMENT OF NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC. FORM 990, PART VI, SECTION A, LINE 7A FORM 990, PART VI, SECTION A, LINE 7A: ELECTION OF MEMBERS AND THEIR RIGHTS THE PRESBYTERIAN HOSPITAL HAS THE SAME BOARD AS NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC WHICH IS APPOINTED BY NOVANT HEALTH, INC. FORM 990, PART VI, SECTION A, LINE 7B FORM 990, PART VI, SECTION A, LINE 7B: DECISIONS SUBJECT TO APPROVAL OF MEMBERS THE BOARD OF NOVANT HEALTH, INC. APPROVES CHANGES MADE TO THE PRESBYTERIAN HOSPITAL BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, SECTION B, LINE 11: ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE BOARD HAS DELEGATED REVIEW OF THE FORM 990 TO NOVANT HEALTH'S BOARD OF TRUSTEES' AUDIT AND COMPLIANCE COMMITTEE ("THE COMMITTEE"), WHICH OVERSEES TAX MATTERS FOR ENTITIES IN THE NOVANT HEALTH SYSTEM. THE COMMITTEE IS THE REVIEW BODY FOR ALL OF THE FORM 990S FILED FOR ORGANIZATIONS WITHIN THE NOVANT HEALTH SYSTEM. THE COMMITTEE MEETS BEFORE THE FORM 990S ARE FILED WITH THE IRS AND AFTER ALL BOARD MEMBERS HAVE BEEN PROVIDED A PAPER OR ELECTRONIC COPY OF THE FORM 990 AND A SUMMARY OF ITS CONTENTS. THE VICE PRESIDENT OF TAX AND LEGAL COUNSEL FOR NOVANT HEALTH ATTEND THE MEETING TO ANSWER ANY QUESTIONS AND ADDRESS ANY SIGNIFICANT DISCLOSURES WITHIN THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, SECTION B, LINE 12C: MONITORING AND ENFORCEMENT OF COI THE ORGANIZATION'S TRUSTEE CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, PRINCIPAL OFFICERS OR MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS INCLUDING ANY APPLICABLE DISREGARDED ENTITIES. ALL TRUSTEES ARE SENT AN ANNUAL DISCLOSURE QUESTIONNAIRE. THE TRUSTEE ANNUAL DISCLOSURE QUESTIONNAIRES ARE REVIEWED BY THE COMPLIANCE DEPARTMENT. WITH RESPECT TO PARTICULAR TRANSACTIONS THAT COME BEFORE THE BOARD, THE CONFLICT OF INTEREST POLICY WOULD BE FOLLOWED. THE POTENTIAL CONFLICT OF INTEREST WOULD BE DISCLOSED BY THE BOARD MEMBER BEFORE A VOTE ON THE TRANSACTION AND THE REST OF THE BOARD WOULD DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF THE REST OF THE BOARD DETERMINED THAT A CONFLICT OF INTEREST EXISTED THEN THE BOARD MEMBER WITH THE CONFLICT OF INTEREST WOULD NOT PARTICIPATE IN THE DELIBERATIONS AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A/15B: THE FILING ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, AN INTEGRATED HEALTHCARE SYSTEM COLLECTIVELY REFERRED TO AS "NOVANT HEALTH." NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION AND INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH, INC. BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS OF COMPENSATION AND BENEFITS FOR CERTAIN LEADERS AND EXECUTIVES ("EXECUTIVES") SERVING AS OFFICERS, INCLUDING THE TOP MANAGEMENT OFFICIAL, OR KEY EMPLOYEES FOR NOVANT HEALTH ENTITIES. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT AND USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS TO ENSURE THAT TOTAL COMPENSATION AND BENEFITS FOR EACH EXECUTIVE IS REASONABLE FOR THAT EXECUTIVE'S POSITION. THE COMMITTEE REVIEWS AND APPROVES EXECUTIVE COMPENSATION AND BENEFITS ANNUALLY, CONSISTENT WITH THE WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY OF NOVANT HEALTH, AND IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THEREBY ASSURING THAT TOTAL COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE IS REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS DISCLOSURE THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAINING ALL ORGANIZATIONS IN THE NOVANT HEALTH SYSTEM ARE POSTED TO THE NOVANT HEALTH WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A, LINE 1A UPON INTERNAL ANALYSIS, WE HAVE DETERMINED FOUR INDIVIDUALS THAT SHOULD NOT HAVE BEEN REPORTED AS KEY EMPLOYEES ON PRIOR FORMS 990, THUS THEY ARE NOW DISCLOSED AS FORMER KEY EMPLOYEES. FORM 990, PART VII, SECTION B: INDEPENDENT CONTRACTORS THE FILING ENTITY IS PART OF THE NOT-FOR-PROFIT INTEGRATED HEALTHCARE SYSTEM KNOWN AS NOVANT HEALTH. NOVANT HEALTH, INC., THE PARENT ORGANIZATION, IS RESPONSIBLE FOR CERTAIN CORPORATE SUPPORT FUNCTIONS INCLUDING ACCOUNTS PAYABLE AND ISSUES FORMS 1099 FOR CERTAIN ENTITIES IN THE SYSTEM INCLUDING THE FILING ENTITY. INFORMATION REPORTED IN PART VII, SECTION B REPRESENTS THE EXPENSES PAID ON BEHALF OF THE FILING ENTITY TO INDEPENDENT CONTRACTORS OVER $100,000. FORM 990, PART IX, LINE 6: COMPENSATION OF DISQUALIFIED PERSONS THE AMOUNTS REPORTED HERE INCLUDE AMOUNTS ATTRIBUTABLE TO DISQUALIFIED PERSONS (DQP) AS DEFINED IN THE INSTRUCTIONS, BUT NOW ALSO INCLUDES AMOUNTS ATTRIBUTABLE TO INDIVIDUALS THAT MAY NOT DEFINITIVELY BE CONSIDERED DQPS UNDER THE 4958 RULES. WE HAVE OPTED TO TAKE A MORE EXPANSIVE APPROACH AS TO WHO MAY BE CONSIDERED A DQP AND REPORT THEM HERE AS WELL. FORM 990, PART XI, LINE 9: INVESTMENT IN NORFOLK PARTNERSHIP: 19,332,389. AFFILIATE TRANSFER: -1,245,608. CONTRIBUTIONS: -2,163,496. PARTNERSHIP: -757,687. 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