FAYETTEVILLE AREA HEALTH EDUCATION FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: FAYETTEVILLE AREA HEALTH EDUCATION FOUNDATION INC (EIN 56-1082675)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2022-11-14
IRS object ID: 202203189349312885
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T15:40:02-06:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	560574444	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CHERRY BEKAERT LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3800 GLENWOOD AVE SUITE 200	AddressLine1Txt
City	RALEIGH	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27612	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	561082675	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FAYETTEVILLE AREA HEALTH EDUCATION	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	FAYE	BusinessNameControlTxt
Phone	9106787220	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1601 OWEN DRIVE	AddressLine1Txt
City	FAYETTEVILLE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28304	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SUSHMA KAPOOR MD	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	9103231152	PhoneNum
Signature	2022-11-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SUSHMA	PersonFirstNm
Person Last	KAPOOR MD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMANDA ADAMS	PreparerPersonNm
PTIN	P00748038	PTIN
Phone	9197821040	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHERN REGIONAL AHEC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	SUSHMA KAPOOR MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1601 OWEN DRIVE	AddressLine1Txt
City	FAYETTEVILLE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28304	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$22,954,314	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SR-AHEC.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1974	FormationYr
Legal Domicile State	NC	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF SR-AHEC IS TO DELIVER QUARLITY HEALTHCARE EDUCATION AND MEET THE REGIONS' HEALTH WORKFORCE NEEDS BY: PROMOTING STATE OF THE ART HEALTHCARE EDUCATION, CONTINUALLY SEEKING INNOVATION IN THE EDUCATION EXPERIENCE AND PROVIDING TIMELY INFORMATION RESOURCES FOR THE PROVIDERS AND CUSTOMERS IN THE REGION. OUR MISSION IS TO IMPROVE ACCESS TO CARE THROUGH HIGHQUALITY CLINICAL SERVICES AND INCREASE THE NUMBER AND DIVERSITY OF PRACTICING HEALTH CARE PROFESSIONALS.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	189	TotalEmployeeCnt
Total Volunteers	12	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$9,615,396	PYContributionsGrantsAmt
CY Contributions Grants	$9,151,394	CYContributionsGrantsAmt
PY Program Service Revenue	$11,274,810	PYProgramServiceRevenueAmt
CY Program Service Revenue	$11,018,258	CYProgramServiceRevenueAmt
PY Investment Income	$630,597	PYInvestmentIncomeAmt
CY Investment Income	$747,033	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$21,520,803	PYTotalRevenueAmt
CY Total Revenue	$20,916,685	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$10,912,176	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$11,186,171	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$7,892,880	PYOtherExpensesAmt
CY Other Expenses	$8,284,549	CYOtherExpensesAmt
PY Total Expenses	$18,805,056	PYTotalExpensesAmt
CY Total Expenses	$19,470,720	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,715,747	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,445,965	CYRevenuesLessExpensesAmt
Total Assets BOY	$35,260,140	TotalAssetsBOYAmt
Total Assets EOY	$34,117,990	TotalAssetsEOYAmt
Total Liabilities BOY	$13,456,925	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$12,255,543	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$21,803,215	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$21,862,447	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE MISSION OF SR-AHEC IS TO DELIVER QUALITY HEALTHCARE EDUCATION AND MEET THE REGIONS' HEALTH WORKFORCE NEEDS BY: PROMOTING STATE OF THE ART HEALTHCARE EDUCATION, CONTINUALLY SEEKING INNOVATION IN THE EDUCATION EXPERIENCE AND PROVIDING TIMELY INFORMATION RESOURCES FOR THE PROVIDERS AND CUSTOMERS IN THE REGION. OUR MISSION IS TO IMPROVE ACCESS TO CARE THROUGH HIGH QUALITY CLINICAL SERVICES AND INCREASE THE NUMBER AND DIVERSITY OF PRACTICING HEALTH CARE PROFESSIONALS.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$14,030,140	ExpenseAmt
Revenue	$3,648,972	RevenueAmt
Desc	THERE WERE TWENTY FOUR FAMILY MEDICINE RESIDENTS IN THE PROGRAM THIS YEAR. EIGHT PHYSICIANS COMPLETED THE RESIDENCY IN JUNE WITH EIGHT NEW RESIDENTS ENTERING THE PROGRAM. THERE WERE 31,894 PATIENT VISITS IN THE FAMILY MEDICINE CENTER AND SPECIALTY MEDICINE CENTER. THE BUSINESS OFFICE STAFF CONTINUED TO EXCEED MGMA BEST PRACTICE TARGETS FOR DAYS IN ACCOUNTS RECEIVABLE AND NUMBER OF DENIALS. AT SR-AHEC FAMILY MEDICINE RESIDENCY OUR MISSION HAS ALWAYS BEEN TO TRAIN RESIDENTS AND PLACE OUR RESIDENCY GRADUATES IN THE COMMUNITY TO HELP IMPROVE HEALTHCARE ACCESS FOR OUR PATIENTS AND IMPROVE THE OVERALL HEALTH OF THE POPULATION IN OUR NINE-COUNTY REGION OF: BLADEN, CUMBERLAND, HARNETT, HOKE, MOORE, ROBESON, SAMPSON AND SCOTLAND COUNTIES. IN FY21, EIGHT PHYSICIANS JOINED THE OVER 220 DOCTORS WHO HAVE CHOSEN THE DUKE/SOUTHERN REGIONAL AHEC FAMILY MEDICINE RESIDENCY PROGRAM SINCE 1977 TO BOARD-CERTIFY THEIR SKILLS IN FAMILY MEDICINE. THESE DOCTORS OF ALLOPATHIC AND OSTEOPATHIC MEDICINE CONTINUE THEIR EDUCATION OR BEGIN THEIR CAREERS IN HOSPITALS, PRIVATE PRACTICES, IN THE MILITARY, AND OTHER AVENUES AS THEY PURSUE THEIR LIFE-LONG AMBITION OF PROVIDING COMPREHENSIVE HEALTH CARE TO PEOPLE OF ALL AGES.SINCE 1977, APPROX. TWENTY FIVE PERCENT OF THESE PRIMARY CARE PHYSICIANS STAYED IN NORTH CAROLINA OR IN THE REGION AFTER GRADUATING FROM THE PROGRAM. SINCE 2015, THE NUMBER OF GRADUATES OPTING TO WORK WITH LOCAL OR REGIONAL HOSPITALS AS THEIR FIRST JOB AFTER GRADUATION HAS BEEN STEADILY INCREASING.THIS PAST YEAR WE HAD SEVENTY PERCENT OF OUR GRADUATES PRACTICE IN OUR REGION. FACULTY AND STAFF PRESENTED AT NUMEROUS NATIONAL AND STATE PROFESSIONAL MEETINGS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$3,640,219	ExpenseAmt
Revenue	$7,369,286	RevenueAmt
Desc	THE HEALTH CAREERS AND WORKFORCE DIVERSITY PROGRAM FOCUSED ON THE PLANNING OF THE AHEC SCHOLARS PROGRAM IN PREPARATION FOR THE THIRD COHORT OF SCHOLARS. ITS AIM IS TO RECRUIT, TRAIN, AND SUPPORT A DIVERSE GROUP OF STUDENTS FROM EACH AHEC REGION, CREATING A MULTIDISCIPLINARY TEAM OF HEALTH PROFESSIONALS COMMITTED TO COMMUNITY SERVICE AND THE TRANSFORMATION OF HEALTH CARE IN NORTH CAROLINA. THIS NEW PROGRAM IS AN EXTENSION OF THE K-12 HEALTH CAREERS PIPELINE TO HIGHER EDUCATION THAT HAS BEEN OFFERED THROUGH NC AHEC SINCE THE 1990S. THE NC AHEC SCHOLARS PROGRAM WAS DEVELOPED FOR HEALTH PROFESSIONS STUDENTS INTERESTED IN SUPPLEMENTING THEIR EDUCATION WITH ADDITIONAL KNOWLEDGE AND EXPERIENCE IN RURAL AND/OR UNDERSERVED URBAN SETTINGS. SR AHEC CONTINUED TO OFFER SPECIFIC PIPELINE PROGRAMS TO INCLUDE HEALTH CAREERS PASSPORT, H.U.M.P. DAY IN PARTNERSHIP WITH CAMPBELL, TEACH, AND AHEC ON THE HILL. TEACHING EXCELLENCE FOR A CAREER IN HEALTH (TEACH) IS A NINE-MONTH PRE-PROFESSIONAL HEALTH ENRICHMENT PROGRAM FOR HIGH SCHOOL STUDENTS IN GRADES 8 -12. ITS GOAL IS TO SERVE AS AN INTEGRAL COMPONENT IN THE STATE'S EDUCATION PIPELINE AND TO MAKE A SIGNIFICANT IMPACT ON THE NUMBER OF UNDER-REPRESENTED STUDENTS ENTERING THE HEALTH PROFESSIONS IN THE REGION. DUE TO THE PANDEMIC SOME OF THESE PROGRAMS HAVE TRANSITIONED TO A VIRTUAL PLATFORM.IN 2021-2022, 380 CE/CME PROGRAMS WITH 1,072.25 PROGRAM HOURS WERE OFFERED TO HEALTH CARE PROFESSIONALS THROUGH SR-AHEC. THIRTY-SIX PERCENT OF THESE PROGRAMS WERE HELD IN CUMBERLAND COUNTY, WITH 16 PERCENT HOSTED IN SR-AHEC'S OTHER 8 COUNTIES IN THE REGION AND ANOTHER 48 PERCENT HELD OUTSIDE OF THE REGION. THE TRANSITION TO A VIRTUAL PLATFORM DUE TO THE PANDEMIC PLAYED A ROLE IN INCREASED PARTICIPATION FROM OUTSIDE THE REGION. THERE WERE 9,706 INDIVIDUALS WHO ATTENDED CE/CME PROGRAMS, WITH AN AVERAGE OF 26 PER PROGRAM. A TOTAL OF 187 HEALTH PROFESSIONS STUDENTS RESIDED IN SR-AHEC PROVIDED STUDENT HOUSING IN THE REGION. STUDENTS CAME PRIMARILY FROM DUKE, EAST CAROLINA, METHODIST UNIVERSITY, UNIVERSITY OF NORTH CAROLINA-CHAPELHILL, WESTERN CAROLINA UNIVERSITY AND WAKE FOREST UNIVERSITY AND CAMPBELL.THERE WERE ALSO ROTATIONS FOR TEN 3RD YEAR VIRGINIA COLLEGE OF OSTEOPATHIC MEDICINE (VCOM) STUDENTS WHO SPENT THE WHOLE ACADEMIC YEAR LEARNING IN THE FAMILY MEDICINE CENTER. SOUTHERN REGIONAL AHEC'S PRACTICE SUPPORT TEAM TRANSFORMS HEALTHCARE DELIVERY IN OUR NINE-COUNTY REGION BY HELPING PROVIDERS MEET NATIONAL STANDARDS AND READY THEMSELVES FOR VALUE-BASED CARE. THIS TEAM WORKSWITH INDIVIDUAL PRACTICES TO PROVIDE ON-SITE ASSISTANCE ON THE TOOLS AND SYSTEMS NEEDED TO OFFER CONSISTENT, HIGH-QUALITY CARE TO ALL PATIENTS, AND PREPARE THE PRACTICE TO RECEIVE VALUE-BASED PAYMENT INITIATIVES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$17,670,359	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	145	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	189	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LYNN GREENE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9106787232	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1601 OWEN DRIVE	AddressLine1Txt
City	FAYETTEVILLE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28304	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
TODD TELEMECO PHD
CHAIRMAN	1.00	Yes (X)	Yes (X)	$0	$0	$0
DAVID TOLENTINO DO
VICE-CHAIRMAN	1.00	Yes (X)	Yes (X)	$0	$0	$0
JOHN R WORTH CPA
SECRETARY/TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
DINA H ADAMS PHARMD RPH
TRUSTEE	0.50	Yes (X)		$0	$0	$0
TIMOTHY BELL PA MPH
TRUSTEE	0.50	Yes (X)		$0	$0	$0
DAVID L BOLIEK JR JD MBA
TRUSTEE	0.50	Yes (X)		$0	$0	$0
DAVID G DICKERHOFF DDS
TRUSTEE	0.50	Yes (X)		$0	$0	$0
HELENE F EDWARDS MS RD
TRUSTEE	0.50	Yes (X)		$0	$0	$0
TIMOTHY HALL
TRUSTEE	0.50	Yes (X)		$0	$0	$0
SHANNON A MATTHEWS
TRUSTEE	0.50	Yes (X)		$0	$0	$0
WESLEY A MEREDITH
TRUSTEE	0.50	Yes (X)		$0	$0	$0
MARVIN SWARTZ MD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
SUSHMA S KAPOOR MD
PRESIDENT/CEO	50.00		Yes (X)	$311,908	$0	$15,647
KATHRYN L GREENE MBA
VP ADMIN & FINANCE/CFO	45.00		Yes (X)	$154,228	$0	$12,528
TAIWONA L ELLIOTT DO
VP CLINICAL EDUCATION & SERVICES/RESIDENCY PROGRAM	45.00			$273,547	$0	$8,729	Yes (X)
LENARD D SALZBERG MD
FACULTY PHYSICIAN	45.00			$236,212	$0	$14,864		Yes (X)
JAMES S LESTER DO
FACULTY PHYSICIAN	45.00			$217,527	$0	$13,384		Yes (X)
WESLEY A HILBERT MD
FACULTY PHYSICIAN	45.00			$221,946	$0	$14,694		Yes (X)
RAJESH KHURANA MD
FACULTY PHYSICIAN	45.00			$201,873	$0	$14,473		Yes (X)
VICKI HARDY DO
FACULTY PHYSICIAN	45.00			$199,695	$0	$13,465		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,816,936	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$107,784	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	14	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LABORATORY CORPORATION OF AMERICA	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1100 N SHENANDOAH AVE STE A	AddressLine1Txt
City	FRONT ROYAL	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22630	ZIPCd

Field	Value	IRS element (for citing)
Services	LAB TESTING	ServicesDesc
Compensation	$133,774	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,750,315	GovernmentGrantsAmt
All Other Contributions	$7,401,079	AllOtherContributionsAmt
Total Contributions	$9,151,394	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICES	621110	$5,475,398	$5,475,398
RESIDENCY CONTRACT FEES	900099	$3,648,972	$3,648,972
PHARMACY PROCEEDS	900099	$601,846	$601,846
WORKSHOPS	900099	$503,644	$503,644
OTHER SERVICE REVENUE	900099	$148,536	$148,536

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$639,862	TotalRevenueColumnAmt
Related Or Exempt Func Income	$639,862	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$11,018,258	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$219,252	TotalRevenueColumnAmt
Exclusion	$219,252	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,565,410	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,037,629	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$527,781	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$527,781	TotalRevenueColumnAmt
Exclusion	$527,781	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,916,685	TotalRevenueColumnAmt
Related Or Exempt Func Income	$11,018,258	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$747,033	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$791,576	TotalAmt
Program Services	$280,091	ProgramServicesAmt
Management And General	$511,485	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$8,510,173	TotalAmt
Program Services	$7,807,230	ProgramServicesAmt
Management And General	$702,943	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$229,163	TotalAmt
Program Services	$197,621	ProgramServicesAmt
Management And General	$31,542	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,012,231	TotalAmt
Program Services	$1,012,908	ProgramServicesAmt
Management And General	-$677	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$643,028	TotalAmt
Program Services	$562,930	ProgramServicesAmt
Management And General	$80,098	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$3,382	TotalAmt
Management And General	$3,382	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$68,066	TotalAmt
Management And General	$68,066	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$82,724	TotalAmt
Management And General	$82,724	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$4,859,657	TotalAmt
Program Services	$4,846,622	ProgramServicesAmt
Management And General	$13,035	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$12,555	TotalAmt
Program Services	$6,985	ProgramServicesAmt
Management And General	$5,570	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,210,398	TotalAmt
Program Services	$1,092,270	ProgramServicesAmt
Management And General	$118,128	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$40,977	TotalAmt
Program Services	$34,176	ProgramServicesAmt
Management And General	$6,801	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$705,696	TotalAmt
Program Services	$700,700	ProgramServicesAmt
Management And General	$4,996	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$70,776	TotalAmt
Program Services	$65,289	ProgramServicesAmt
Management And General	$5,487	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$51,666	TotalAmt
Program Services	$37,099	ProgramServicesAmt
Management And General	$14,567	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$717,363	TotalAmt
Program Services	$643,976	ProgramServicesAmt
Management And General	$73,387	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$241,366	TotalAmt
Program Services	$162,539	ProgramServicesAmt
Management And General	$78,827	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
WORKSHOPS	$150,426	$150,426
BAD DEBT	$69,497	$69,497

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$19,470,720	TotalAmt
Program Services	$17,670,359	ProgramServicesAmt
Management And General	$1,800,361	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$9,603,904	BOYAmt
EOY	$4,679,329	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$515,369	BOYAmt
EOY	$516,466	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,071,562	BOYAmt
EOY	$6,404,509	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$365,647	BOYAmt
EOY	$666,834	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$86,492	BOYAmt
EOY	$76,796	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$349,710	BOYAmt
EOY	$415,979	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$17,655,117	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$4,884,723	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$13,381,865	BOYAmt
EOY	$12,770,394	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$8,882,741	BOYAmt
EOY	$8,584,833	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,850	BOYAmt
EOY	$2,850	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$35,260,140	BOYAmt
EOY	$34,117,990	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,242,529	BOYAmt
EOY	$1,258,247	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$723,620	BOYAmt
EOY	$28,440	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$11,490,776	BOYAmt
EOY	$10,968,856	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$13,456,925	BOYAmt
EOY	$12,255,543	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$21,770,448	BOYAmt
EOY	$21,834,425	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$32,767	BOYAmt
EOY	$28,022	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$21,803,215	BOYAmt
EOY	$21,862,447	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$35,260,140	BOYAmt
EOY	$34,117,990	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,445,965	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,386,733	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,917,978	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,665,974	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,930,101	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,615,396	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,151,394	CurrentTaxYearAmt
Total	$35,280,843	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,917,978	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,665,974	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,930,101	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,615,396	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,151,394	CurrentTaxYearAmt
Total	$35,280,843	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$35,280,843	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$178,460	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$171,839	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$213,165	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$204,935	CurrentTaxYearMinus1YearAmt
Current Tax Year	$219,252	CurrentTaxYearAmt
Total	$987,651	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$36,268,494	TotalSupportAmt
Gross Receipts Rltd Activities	$54,049,060	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.97280	PublicSupportCY170Pct
Public Support PY170	0.97000	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$19,387,996	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$19,387,996	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$868,784	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$3,868,784	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$5,803,176	LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$217,196	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$967,196	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,450,794	GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$32,767	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$4,745	InvestmentEarningsOrLossesAmt
End Year Balance	$28,022	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$26,735	BeginningYearBalanceAmt
Investment Earnings Or Losses	$6,032	InvestmentEarningsOrLossesAmt
End Year Balance	$32,767	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$25,888	BeginningYearBalanceAmt
Investment Earnings Or Losses	$847	InvestmentEarningsOrLossesAmt
End Year Balance	$26,735	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Contributions	$25,000	ContributionsAmt
Investment Earnings Or Losses	$888	InvestmentEarningsOrLossesAmt
End Year Balance	$25,888	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$356,018	OtherCostOrOtherBasisAmt
Book Value	$356,018	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$14,017,379	OtherCostOrOtherBasisAmt
Depreciation	$2,212,606	DepreciationAmt
Book Value	$11,804,773	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,745,642	OtherCostOrOtherBasisAmt
Depreciation	$2,298,102	DepreciationAmt
Book Value	$447,540	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$536,078	OtherCostOrOtherBasisAmt
Depreciation	$374,015	DepreciationAmt
Book Value	$162,063	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$12,770,394	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$19,447,228	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$1,386,733	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$1,386,733	RevenueNotReportedAmt
Revenue Subtotal	$20,833,961	RevenueSubtotalAmt
Investment Expenses Not Incld	$82,724	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$82,724	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$20,916,685	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$19,387,996	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$19,387,996	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$82,724	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$82,724	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$19,470,720	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART V, LINE 4:

THE PURPOSE OF THE ENDOWMENT FUNDS IS TO PROVIDE AN ANNUAL AWARD TO AN INDIVIDUAL THAT HAS GIVEN EXTRAORDINARY SERVICE TO THE MISSION OF SR-AHEC. THE PERCENTAGE REPORTED FOR PERMANENT ENDOWMENTS INCLUDES AMOUNTS THAT MUST BE MAINTAINED IN PERPETUITY AS WELL AS ACCUMULATED EARNINGS ON SUCH AMOUNTS THAT HAVE NOT YET BEEN APPROPRIATED FOR EXPENDITURE.

PART X, LINE 2:

THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY U.S. GAAP ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT BELIEVES THAT THE FOUNDATION CONTINUES TO SATISFY THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION AT JUNE 30, 2022. MANAGEMENT HAS EVALUATED ALL OTHER TAX POSITIONS THAT COULD HAVE A SIGNIFICANT EFFECT ON THE FINANCIAL STATEMENTS AND DETERMINED THE FOUNDATION HAD NO UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2022.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SUSHMA S KAPOOR MD
PRESIDENT/CEO	$304,033	$0	$7,875	$0	$0	$0	$7,708	$0	$7,939	$0	$327,555	$0	$0	$0
TAIWONA L ELLIOTT DO
VP CLINICAL EDUCATION & SERVICES/RES	$265,432	$0	$6,615	$0	$1,500	$0	$8,000	$0	$729	$0	$282,276	$0	$0	$0
LENARD D SALZBERG MD
FACULTY PHYSICIAN	$226,608	$0	$5,704	$0	$3,900	$0	$6,925	$0	$7,939	$0	$251,076	$0	$0	$0
WESLEY A HILBERT MD
FACULTY PHYSICIAN	$216,517	$0	$5,429	$0	$0	$0	$6,755	$0	$7,939	$0	$236,640	$0	$0	$0
JAMES S LESTER DO
FACULTY PHYSICIAN	$212,230	$0	$5,297	$0	$0	$0	$5,445	$0	$7,939	$0	$230,911	$0	$0	$0
RAJESH KHURANA MD
FACULTY PHYSICIAN	$196,576	$0	$5,297	$0	$0	$0	$6,534	$0	$7,939	$0	$216,346	$0	$0	$0
VICKI HARDY DO
FACULTY PHYSICIAN	$194,398	$0	$5,297	$0	$0	$0	$5,526	$0	$7,939	$0	$213,160	$0	$0	$0
KATHRYN L GREENE MBA
VP ADMIN & FINANCE/CFO	$150,365	$0	$3,863	$0	$0	$0	$4,679	$0	$7,849	$0	$166,756	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	TAIWONA L. ELLIOTT, MD AND LENARD D. SALZBERG RECEIVED BONUSES WHICH WERE GROSSED UP FOR TAX PURPOSES. GROSS UP AMOUNTS WERE ALSO TREATED AS TAXABLE COMPENSATION.
PART I, LINE 1B	TAX INDEMNIFICATION AND GROSS-UP PAYMENTS WERE RELATED TO BONUSES AWARDED BY THE ORGANIZATION, THEREFORE NO SUBSTANTIATION WITH RESPECT TO REIMBURSING OR ALLOWING EXPENSES WAS REQUIRED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	ONCE COMPLETED, THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE, THE PRESIDENT/CEO AND VICE PRESIDENT, ADMINISTRATION & FINANCE VIA CONFERENCE CALL BY THE AUDITOR. THE FORM 990 IS UPLOADED TO THE BOARD OF TRUSTEES WEBSITE FOR THEIR REVIEW PRIOR TO THE NOVEMBER BOARD MEETING. THE EXECUTIVE COMMITTEE RECOMMENDS THE ACTION TO ACCEPT THE REPORT AS PRESENTED, BARRING ANY CHANGES/CORRECTIONS, AND THE FULL BOARD VOTES TO ACCEPT THE REPORT. ONCE APPROVED THE FORM 990 IS FILED ON TIME.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY IS REVIEWED AND DECLARATION IS RENEWED ANNUALLY AND KEPT ON FILE. IN THE EVENT OF A CONFLICT OCCURRING DURING THE YEAR, A BOARD MEMBER MUST DISCLOSE ANY CONFLICT OR POTENTIAL CONFLICT OF INTEREST AS SOON AS HE OR SHE RECOGNIZES IT. IF A BOARD MEMBER OR THE CEO HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, HE/SHE SHALL NOTIFY THE BOARD CHAIR. THE BOARD CHAIR SHALL THEN ACT IN ACCORDANCE WITH THE POLICY IN INVESTIGATING THE CONCERN.
FORM 990, PART VI, SECTION B, LINE 15	AN EXECUTIVE SALARY RANGE WILL BE ESTABLISHED BASED ON SIMILAR POSITIONS ACROSS THE NC AHEC SYSTEM WITH CONSIDERATION GIVEN TO JOB TITLE, DUTIES, EXPERIENCE, EDUCATION, ORGANIZATION SIZE BY REVENUE AND EMPLOYEES, CHALLENGES FACING THE ORGANIZATION REQUIRING EXCEPTIONAL SKILLS OR ATTRIBUTES AND IMPACT OF ORGANIZATIONAL WELL BEING. ANNUALLY, THE EXECUTIVE COMMITTEE OR FULL BOARD OF TRUSTEES WILL MEET INDEPENDENT OF THE CHIEF EXECUTIVE TO DISCUSS PERFORMANCE RELATIVE TO THE JOB DESCRIPTION AND ANNUAL GOALS. ONCE A CONSENSUS IS REACHED REGARDING PERFORMANCE, A SIMILAR DISCUSSION IS HELD CONCERNING COMPENSATION RELATIVE TO THE ANNUAL BENCHMARKS AND ESTABLISHED OBJECTIVES. THE COMPENSATION DECISION IS APPROVED BY THE FULL BOARD OF TRUSTEES. DOCUMENTATION THAT THE DELIBERATION AND DECISION TOOK PLACE WILL BE NOTED IN THE BOARD OF TRUSTEES MINUTES. THE BOARD CHAIR WILL MEET WITH THE CHIEF EXECUTIVE TO DISCUSS STRENGTHS, WEAKNESSES AND GOALS FOR THE UPCOMING YEAR. COMPENSATION IS BASED ON MARKET DATA OF COMPARABLE POSITIONS AT OTHER NC AHEC PROGRAMS AND MGMA (MEDICAL GROUP MANAGEMENT ASSOCIATION) SALARY SURVEYS. THE DATA IS COMPILED BY THE DIRECTOR OF HUMAN RESOURCES AND REVIEWED WITH THE PRESIDENT/CEO FOR DETERMINATION OF COMPENSATION WITH CONSIDERATION OF EXPERIENCE, EDUCATION, DUTIES AND RESPONSIBILITIES, AND SPECIFIC CHALLENGES FACING THE ORGANIZATION IN THOSE WORK AREAS.
FORM 990, PART VI, SECTION C, LINE 19	THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G	OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 178,930. MANAGEMENT AND GENERAL EXPENSES 13,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 191,965. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 253,037. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 253,037. RESIDENCY SUPPORT PAYMENTS: PROGRAM SERVICE EXPENSES 4,414,655. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,414,655.