CALDWELL MEMORIAL HOSPITAL INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CALDWELL MEMORIAL HOSPITAL INC (EIN 56-0554202)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-11
- IRS object ID
- 202121319349303122
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T15:37:24-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 421 Fayetteville Street Suite 300 | AddressLine1Txt |
| City | Raleigh | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560554202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caldwell Memorial Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL BUNCH | InCareOfNm |
| Business Name Control | CALD | BusinessNameControlTxt |
| Phone | 8287575100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 Mulberry Street SW | AddressLine1Txt |
| City | Lenoir | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28645 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BUNCH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8287575100 | PhoneNum |
| Signature | 2021-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA L FEINSMITH | PreparerPersonNm |
| PTIN | P01064157 | PTIN |
| Phone | 9192781936 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Laura J Easton | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 Mulberry Street SW | AddressLine1Txt |
| City | Lenoir | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $140,717,562 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.caldwellmemorial.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | To provide safe, effective, compassionate care and to promote healthy lifestyles to our community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 1113 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $589,790 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$466,704 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,872,415 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,800,860 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $136,176,010 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $130,287,669 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,107,109 | PYInvestmentIncomeAmt |
| CY Investment Income | -$409,266 | CYInvestmentIncomeAmt |
| PY Other Revenue | $889,495 | PYOtherRevenueAmt |
| CY Other Revenue | $3,038,299 | CYOtherRevenueAmt |
| PY Total Revenue | $154,045,029 | PYTotalRevenueAmt |
| CY Total Revenue | $140,717,562 | 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 | $68,105,030 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $66,402,178 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $74,247,037 | PYOtherExpensesAmt |
| CY Other Expenses | $75,474,577 | CYOtherExpensesAmt |
| PY Total Expenses | $142,352,067 | PYTotalExpensesAmt |
| CY Total Expenses | $141,876,755 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,692,962 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,159,193 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $97,819,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,154,351 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,653,005 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,147,251 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,166,293 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,007,100 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE SAFE, EFFECTIVE, COMPASSIONATE CARE AND TO PROMOTE HEALTHY LIFESTYLES TO OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $118,802,611 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $132,271,311 | RevenueAmt |
| Desc | SINCE OPENING IN 1951, CALDWELL MEMORIAL HOSPITAL HAS CONTINUED TO GROW AND CHANGE IN ORDER TO BETTER MEET THE NEEDS OF OUR COMMUNITY. THE MISSION OF CALDWELL MEMORIAL HOSPITAL IS TO PROVIDE SAFE, EFFECTIVE, COMPASSIONATE CARE AND TO PROMOTE HEALTHY LIFESTYLES TO OUR COMMUNITY. ANCHORED BY A 110-BED ACUTE CARE FACILITY, CALDWELL MEMORIAL HOSPITAL'S SERVICES INCLUDE A VAST ARRAY OF MEDICAL AND SURGICAL SERVICES. AMONG SERVICES OFFERED, BUT BY NO MEANS A COMPLETE LIST, ARE CAROTID ARTERY STENTING; CARDIOVASCULAR AND ENDOVASCULAR CARE; RADIATION ONCOLOGY; COMPUTER-ASSISTED ORTHOPEDIC SURGERY; NEUROLOGY AND MEMORY CARE; PAIN MANAGEMENT; A FULLY STAFFED 24-HOUR EMERGENCY DEPARTMENT; CALDWELL PHYSICIANS CLINICS CONVENIENTLY LOCATED COUNTY-WIDE; DIAGNOSTIC SERVICES; OUTPATIENT SURGERY; PLUS URGENT CARE; AND THE QUEST 4 LIFE WELLNESS CENTER. MULTIPLE EDUCATIONAL AND COUNSELING PROGRAMS ARE AVAILABLE FOR A WIDE ARRAY OF HEALTHCARE NEEDS INCLUDING CANCER, DIABETES, NUTRITION, JOINT CARE, PRE-NATAL CLASSES AND PARENTING SKILLS. IN LATE DECEMBER 2019, CALDWELL STARTED A 2 CHAMBER HYPERBARIC SERVICE AS PART OF THE WOUND CARE PROGRAM. CALDWELL PHYSICIANS IS A DIVISION OF CALDWELL MEMORIAL HOSPITAL. WITH PRACTICES IN COMMUNITIES COUNTYWIDE, CALDWELL PHYSICIANS PROVIDES THE PRIMARY AND SPECIALTY HEALTHCARE, DIAGNOSTICS AND TREATMENTS THAT OUR COMMUNITY NEEDS IN CONVENIENT LOCATIONS NEAR THEIR HOMES. CALDWELL PHYSICIANS INCLUDES: ANDERSON MEDICAL PARK, ANDERSON PLUS URGENT CARE, BLOWING ROCK MEDICAL, BLOWING ROCK PLUS URGENT CARE, LAUREL PARK WOMEN'S HEALTH - LENOIR, LAUREL PARK WOMEN'S HEALTH - GRANITE FALLS, MULBERRY PEDIATRICS, ROBBINS MEDICAL PARK, ROBBINS PULMONOLOGY, ROBBINS EAR, NOSE, THROAT AND ALLERGY, ROBBINS PLUS URGENT CARE, ROBBINS CARDIOLOGY, ROBBINS SURGICAL, SOUTHFORK MEDICAL PARK, RIVERCREST MEDICAL PARK, RIVERCREST PLUS URGENT CARE, THE FALLS PEDIATRICS, WESTPOINTE MEDICAL PRACTICE, CALDWELL UROLOGY ASSOCIATES, CALDWELL FOOT & ANKLE, AND THE FALLS PEDIATRICS PLUS URGENT CARE. IN SPRING 2000, CALDWELL EMPLOYED AN ORTHOPEDIST TO JOIN CALDWELL PHYSICIAN NETWORK IN THE PODIATRY CLINIC KNOWN AS UNC ORTHO. THE ORTHOPEDIST OFFERS GENERAL ORTHOPEDICS WITH FOCUS ON HANDS. IN RESPONSE TO THE 2020 GLOBAL PANDEMIC, CALDWELL OPENED TWO RESPiratory DIAGNOSTIC CENTERS (RDC) IN THE COUNTY FOR COVID-19 TESTING. ONE CENTER IN LENoir AND THE OTHER IN GRANITE FALLS. | Desc |
| Total Program Service Expenses | $118,802,611 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 135 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1113 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BUNCH | PersonNm |
| Phone | 8287575100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 MULBERRY STREET SW | AddressLine1Txt |
| City | Lenoir | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Chris Ellington | |||||||||
| Director | 2.0 | 58.0 | Yes (X) | $0 | $1,084,690 | $184,123 | |||
| Ralph Duckett | |||||||||
| Medical Practice Physician | 60.0 | 0.0 | $615,533 | $0 | $11,592 | Yes (X) | |||
| Thomas Young | |||||||||
| Medical Practice Physician | 60.0 | 0.0 | $462,886 | $0 | $33,773 | Yes (X) | |||
| Philip Jenkins | |||||||||
| Medical Practice Physician | 60.0 | 0.0 | $446,409 | $0 | $26,645 | Yes (X) | |||
| David Cook | |||||||||
| Medical Practice Physician | 60.0 | 0.0 | $439,178 | $0 | $14,807 | Yes (X) | |||
| Timothy Clenney | |||||||||
| Medical Practice Physician | 60.0 | 0.0 | $428,780 | $0 | $0 | Yes (X) | |||
| Laura Easton | |||||||||
| Director/President & CEO | 60.0 | 0.0 | Yes (X) | $360,506 | $0 | $40,408 | Yes (X) | ||
| David Lowery MD | |||||||||
| CMO | 60.0 | 0.0 | $341,680 | $0 | $40,645 | Yes (X) | |||
| John Powell MD | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $254,912 | $0 | $37,360 | |||
| Rebecca Smith | |||||||||
| COO & CNO | 60.0 | 0.0 | $248,515 | $0 | $21,846 | Yes (X) | |||
| Michael Bunch | |||||||||
| CFO | 60.0 | 0.0 | $238,604 | $0 | $17,086 | Yes (X) | |||
| Donita Damron | |||||||||
| VP Physician Services | 60.0 | 0.0 | $173,372 | $0 | $14,872 | Yes (X) | |||
| Michael Chamberlain | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jerry Church | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Richard Coffey | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Gibbons | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| William Howard III | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Doug Johnson | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Keverline MD | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Diana McClinton MD | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Edward Pearce MD | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David Smith | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Alan Stiles | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Crystal Thomas | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Boyd Wilson Jr | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Janet Aiken | |||||||||
| Director | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,010,375 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,084,690 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $443,157 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 91 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| David E Looper Company Inc | |||||
| 320 15th Street SE | HICKORY | NC | 28602 | Construction | $4,490,895 |
| Enduracare Acute Care Services | |||||
| 381 Riverside Drive Suite 440 | FRANKLIN | TN | 37064 | Therapy Program Mgmt | $1,081,052 |
| DLP Cardiac Partners LLC | |||||
| 3700 Arco Corp Office Suite 450 | CHARLOTTE | NC | 27273 | Cath Lab | $1,059,407 |
| Mountain Emergency Physicians | |||||
| 319 Springwood Drive NE | VALDESE | NC | 28690 | Physician Services | $854,926 |
| Keach Construction Inc | |||||
| 10200 Industrial Drive | PINEVILLE | NC | 28134 | Construction | $492,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,300,860 | RelatedOrganizationsAmt |
| Government Grants | $4,500,000 | GovernmentGrantsAmt |
| Total Contributions | $7,800,860 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| PATIENT SERVICES | 621500 | $125,488,254 | $125,488,254 | ||
| QUEST4LIFE WELLNESS CENTER REVENUE | 713990 | $589,790 | $589,790 | ||
| OTHER PROGRAM SERVICES REVENUE | 900099 | $4,209,625 | $3,857,101 | $352,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $130,287,669 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$409,266 | TotalRevenueColumnAmt |
| Exclusion | -$409,266 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $702,133 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $702,133 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $702,133 | TotalRevenueColumnAmt |
| Exclusion | $702,133 | ExclusionAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $49,512 | $49,512 |
| CARES ACT STIMULUS | 900099 | $2,286,654 | $2,286,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,336,166 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $140,717,562 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $131,681,521 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $589,790 | UnrelatedBusinessRevenueAmt |
| Exclusion | $645,391 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,828,439 | TotalAmt |
| Management And General | $1,828,439 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,133,388 | TotalAmt |
| Program Services | $43,270,711 | ProgramServicesAmt |
| Management And General | $8,862,677 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,547 | TotalAmt |
| Program Services | $779,385 | ProgramServicesAmt |
| Management And General | $156,162 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,918,092 | TotalAmt |
| Program Services | $7,224,566 | ProgramServicesAmt |
| Management And General | $693,526 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,586,712 | TotalAmt |
| Program Services | $3,272,562 | ProgramServicesAmt |
| Management And General | $314,150 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,034 | TotalAmt |
| Management And General | $452,034 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,141 | TotalAmt |
| Management And General | $40,141 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,721 | TotalAmt |
| Management And General | $17,721 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,691,258 | TotalAmt |
| Program Services | $8,912,988 | ProgramServicesAmt |
| Management And General | $4,778,270 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,749 | TotalAmt |
| Management And General | $152,749 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,906 | TotalAmt |
| Program Services | $978,906 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,226 | TotalAmt |
| Program Services | $1,226 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,478,762 | TotalAmt |
| Program Services | $4,478,762 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,376 | TotalAmt |
| Program Services | $322,424 | ProgramServicesAmt |
| Management And General | $214,952 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,235 | TotalAmt |
| Management And General | $3,235 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,924 | TotalAmt |
| Program Services | $40,924 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,282,548 | TotalAmt |
| Management And General | $1,282,548 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,140,272 | TotalAmt |
| Program Services | $7,140,272 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,396 | TotalAmt |
| Program Services | $831,396 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PATIENT CARE SUPPLIES & SERV | $15,881,080 | $15,881,080 | |
| BAD DEBT EXPENSE | $12,022,583 | $12,022,583 | |
| MINOR EQUIPMENT AND R&M | $1,822,149 | $1,767,485 | $54,664 |
| HOME OFFICE ALLOCATION | $13,832,616 | $9,682,832 | $4,149,784 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,267,601 | TotalAmt |
| Program Services | $2,194,509 | ProgramServicesAmt |
| Management And General | $73,092 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,876,755 | TotalAmt |
| Program Services | $118,802,611 | ProgramServicesAmt |
| Management And General | $23,074,144 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,959,818 | BOYAmt |
| EOY | $14,845,403 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,572,996 | BOYAmt |
| EOY | $16,451,810 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,026,377 | BOYAmt |
| EOY | $4,015,105 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,846,651 | BOYAmt |
| EOY | $2,345,904 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $156,722,655 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $96,398,497 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,012,364 | BOYAmt |
| EOY | $60,324,158 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,578,594 | BOYAmt |
| EOY | $1,500,831 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,051,223 | BOYAmt |
| EOY | $6,429,589 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,275 | BOYAmt |
| EOY | $241,551 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,819,298 | BOYAmt |
| EOY | $106,154,351 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,325,859 | BOYAmt |
| EOY | $22,430,646 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $12,557,406 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,401,725 | BOYAmt |
| EOY | $1,033,781 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,925,421 | BOYAmt |
| EOY | $2,125,418 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,653,005 | BOYAmt |
| EOY | $38,147,251 | 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 | $69,166,293 | BOYAmt |
| EOY | $68,007,100 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,166,293 | BOYAmt |
| EOY | $68,007,100 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,819,298 | BOYAmt |
| EOY | $106,154,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,159,193 | ReconcilationRevenueExpnssAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $17,721 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $17,721 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1, LOBBYING ACTIVITIES | FormAndLineReferenceDesc |
| Explanation | Annual dues were paid to the American Hospital Association and North Carolina Hospital Association. A percentage, determined by the organizations, was estimated to be expenditures used in lobbying activities by these organizations. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,754,303 | OtherCostOrOtherBasisAmt |
| Book Value | $2,754,303 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,107,589 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,503,585 | DepreciationAmt |
| Book Value | $38,604,004 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,095,346 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,478,734 | DepreciationAmt |
| Book Value | $9,616,612 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,765,417 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,416,178 | DepreciationAmt |
| Book Value | $9,349,239 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $60,324,158 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| Book Value | $6,429,589 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,429,589 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| THIRD PARTY | $701,596 |
| DEFERRED FEE PLAN LIABILITY | $455,023 |
| THIRD PARTY | $425,193 |
| RAC SETTLEMENT | $543,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,125,418 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE HOSPITAL AND FOUNDATION ARE NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED AS TAX-EXEMPT, PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 250. | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | false | FPGReferenceDiscountedCareInd |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | false | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,086,169 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $6,086,169 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04690 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,793,359 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,113,244 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $680,115 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00520 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $26,879,528 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,113,244 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,766,284 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05210 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $149,745 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $149,745 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00120 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $149,745 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $149,745 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00120 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $27,029,273 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $20,113,244 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,916,029 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05330 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $12,022,583 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $8,320,849 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $50,619,012 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $64,322,647 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$13,703,635 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| AMERICAN HOME PATIEN | ||
| HEALTHCARE | 0.25 | 0.75 |
| LAUREL PARK MOB | ||
| MEDICAL OFFICE BUILDING | 0.149 | 0.851 |
| PRIME SURGICAL SUITE | ||
| AMBULATORY SURGERY CENTER | 0.57 | 0.43 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALDWELL MEMORIAL HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 MULBERRY STREET SW | AddressLine1Txt |
| City | Lenoir | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.CALDWELLMEMORIAL.ORG | WebsiteAddressTxt |
| State License | H0061 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | DISPROPORTIONATE SHARE HOSPITAL | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALDWELL MEMORIAL HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 19 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | false | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 19 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 250. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 0. | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | false | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART V | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART V | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART V | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION B, LINE 5 | Caldwell Memorial Hospital (CMH) developed a broad online survey for the community to participate in. This survey was readily available on several platforms, including CMH's website and Facebook page and provided to CMH employees. A hard copy of the survey was distributed to local pharmacies, businesses, community centers, urgent cares/clinics and Physician practices, with over 800 responses received. After deploying the survey and identifying the significant needs of the community, CMH met with a select diverse group of community members to discuss the initial findings of the survey and CMH's previous CHNA. |
| PART V, SECTION B, LINE 7a | https://www.caldwellmemorial.org/about-us/-community-health-needs- assessment/ |
| Part V, SECTION B, LINE 10a | https://www.caldwellmemorial.org/about-us/-community-health-needs- assessment/ |
| PART V, SECTION B, LINE 11 | CMH has identified the following three areas as representing the most significant health needs for Caldwell County: Substance Abuse Caldwell services, programs and resources available to respond to this need: - Caldwell will provide lockboxes for patients and family members so that they can secure home medications to prevent misuse or diversion - Caldwell launched an Opioid Stewardship Program in August 2019, which will limit the number of oral opiates dispensed following surgical procedures by an estimated 30% - Caldwell's emergency department is participating in a UNC HCS opioid stewardship program to reduce the number of opioids dispensed following emergency department visits - Caldwell is participating in a UNC HCS initiative to improve the inpatient treatment of inpatients undergoing acute ethanol withdrawal - All licensed medical providers on staff at Caldwell are required to complete training in opioid prescribing per the North Carolina STOP Act Additionally, Caldwell constructed Jonas Hill Behavioral Health Pavilion which opened in the summer of 2020. Jonas Hill will provide inpatient and outpatient behavioral health services but will also treat patients with dual diagnoses of behavioral health illness and substance abuse. Approximately 30% or more of behavioral health patients carry dual diagnoses of behavioral illness and substance abuse. Mental Illness Caldwell services, programs and resources available to respond to this need: - Employee Assistance Program available to employees and family members - five counseling sessions - Outpatient depression screenings available at all clinics; including PHQ2 and PHQ9 screenings - Collaboration with state - Medicaid funded local management entity (LME), Vaya Health, to provide mental health screens in Emergency Department - Crisis Collaborative Team, consisting of various community health stake holders, that meets every other month - Mental Health resource guide available at all clinics - Emergency Department renovation for 5 psychiatric rooms; including one adolescent room - Qualified case management professional who assists with mental health screenings - Partnering with Project Lazarus, to battle prescription drug abuse - Caldwell promotes the use of 'black boxes' to dispose of prescription medications and controlled substances - System wide protocol for the use of Narcan Additionally, Caldwell is firmly positioned and committed to creating an innovative rural behavioral health program for Western NC. Working collaboratively with local mental health partners, Caldwell will achieve the goal of making mental healthcare as routine, accessible and understandable as physical healthcare. The newly opened Jonas Hill Hospital & Clinic will meet a critical need for increased rural inpatient psychiatric hospital beds and new psychiatric outpatient services in our community and region. Chronic Disease Caldwell services, programs and resources available to respond to this need: - Perform numerous screenings and track metrics in clinics to measure and address when statistics are above certain levels - CHAMP program, which evaluates patients fall risk - Provide smoking cessation assessment/counseling for inpatients and referring out patients to Quest for Life - Employee Track Clinic, clinic provided to employees and family members, providers monitor chronic illness - Diabetes and Nutrition services provided through the Quest for Life - Annual Cancer screening day provided by McCreary Cancer Center - CT screenings for Lung Cancer - Providing free high school EKG Screenings and physicals - Provide reduced cost mammography and chest X-Ray interpretations for the health department Additionally, Caldwell will assess population demographics and facilitate specific steps to address top chronic disease outliers in the County. Community outreach and education will be imperative to address this need. Caldwell will implement lean performance improvement initiatives for team to improve population metrics with chronic disease. The remaining top health issues that Caldwell will not be addressing include the following: Obesity, Cancer, Smoking and Tobacco Use, Child Abuse, Domestic Abuse, Violent Behavior, Abusive/Violent Behavior and Suicide. While Caldwell recognizes these health needs, their resources are better used in addressing the top three health priorities listed above. |
| PART V, LINEs 16A-C | https://www.caldwellmemorial.org/patients-visitors/billing-financial-servi ces/ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 10 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| JONAS HILL HOSPITAL AND CLINIC | ||||
| 407 MULBERRY STREET SW | LENOIR | NC | 28645 | BEHAVIORAL HEALTH |
| COMMUNITY PHARMACY | ||||
| 321 MULBERRY STREET SW | LENOIR | NC | 28645 | RETAIL/EMPLOYEE PHARMACY |
| QUEST 4 LIFE WELLNESS CENTER | ||||
| 1031 MORGANTON BLVD | LENOIR | NC | 28645 | WELLNESS CENTER |
| CALDWELL PHYSICIANS NETWORK | ||||
| 321 MULBERRY STREET SW | LENOIR | NC | 28645 | PHYSICIAN PRACTICE |
| CALDWELL MEMORIAL SLEEP CENTER | ||||
| 270 PINE MOUNTAIN ROAD | HUDSON | NC | 28638 | SLEEP CENTER |
| THE CENTER FOR WOUND MANAGEMENT | ||||
| 401 MULBERRY STREET | LENOIR | NC | 28645 | WOUND CARE CENTER |
| GEORGE M HANCOCK SURGERY CENTER | ||||
| 1031 MORGANTON BLVD | LENOIR | NC | 28645 | OP SURGERY CENTER |
| CENTER FOR DIABETES HEALTH | ||||
| 1031 MORGANTON BLVD | LENOIR | NC | 28645 | DIABETES EDUCATION AND SUPPORT |
| PAIN MANAGEMENT CENTER | ||||
| 1031 MORGANTON BLVD | LENOIR | NC | 28645 | PAIN MANAGEMENT |
| LAUREL PARK BREAST CENTER | ||||
| COLLEGE AVENUE | LENOIR | NC | 28645 | BREAST HEALTH |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LN 7 COL(F) | The bad debt expense included on Form 990, Part IX, Line 25(a) but subtracted for purposes of calculating the percentages in this column, is $12,022,583. |
| PART III, LINE 2 | The Cost for bad debt expenses was calculated by applying the cost-to-charge ratio for the year to the gross bad debt charges for the year. Part III, Line 3 THE ESTIMATE FOR BAD DEBT EXPENSES ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY WAS CALCULATED BY APPLYING THE COST-TO-CHARGE RATIO FOR THE YEAR TO THE GROSS BAD DEBT CHARGES ATTRIBUTABLE TO UNINSURED PATIENTS DURING THE YEAR. Part III, Line 3 |
| PART III, LINE 4 | Net patient service revenue is reported at the estimated net realizable amounts from patients, third-party payors, and others for services rendered, including estimated retroactive adjustments due to future audits, reviews, and investigations. Retroactive adjustments are accrued on an estimated basis in the period the related services are rendered, and such amounts are adjusted in future periods as adjustments become known or as years are no longer subject to such audits, reviews, and investigations. |
| PART III, Line 9b | THE HOSPITAL DOES NOT SUBJECT ANY PATIENTS TO A COLLECTION AGENCY WHO HAS QUALIFIED FOR FINANCIAL ASSISTANCE GUIDELINES. |
| PART VI, LINE 2 | Federal regulations surrounding CHNA require local input from representatives of particular demographic sectors. For this reason, Caldwell Memorial Hospital (CMH) developed a standard process of gathering community input. Caldwell Memorial Hospital (CMH) developed a broad online survey for the community to participate in. This survey was readily available on several platforms, including CMH's website and Facebook page and provided to CMH employees. A hard copy of the survey was distributed to local pharmacies, businesses, community centers, urgent cares/clinics and Physician practices, with over 800 responses received. After deploying the survey and identifying the significant needs of the community, CMH met with a select diverse group of community members to discuss the initial findings of the survey and CMH's previous CHNA. |
| PART VI, LINE 3 | CALDWELL MEMORIAL HOSPITAL (CMH) PROVIDES NEEDED HEALTHCARE SERVICES TO ANYONE REGARDLESS OF THAT PERSON'S ABILITY TO PAY. CMH'S FINANCIAL ASSISTANCE POLICY IS DESIGNED TO ASSIST PATIENTS WHO ARE FINANCIALLY UNABLE TO PAY FOR HEALTHCARE SERVICES. a link to the POLICY CAN BE FOUND ON THE CMH PUBLIC website. CMH DISPLAYS INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE IN ITS EMERGENCY ROOM, REGISTRATION AREAS IN THE HOSPITAL AND CLINICS, and FINANCIAL COUNSELOR OFFICES. A LINK IS ALSO PROVIDED ON THE HOSPITAL'S WEBSITE TO THE AVAILABILITY OF FINANCIAL ASSISTANCE AND ITS FINANCIAL ASSISTANCE POLICY, ALONG WITH AN ON-LINE APPLICATION. INPATIENT CASE MANAGERS ALSO PROVIDE INFORMATION TO THE PATIENTS REGARDING AVAILABLE PROGRAMS AND THE ORGANIZation's FINANCIAL POLICY. CONSULTATION WITH FINANCIAL COUNSELORS IS ALSO AVAILABLE TO ALL PATIENTS AS NEEDED. |
| PART VI, LINE 4 | The primary service area for Caldwell Memorial Hospital is Caldwell County with a limited number of patients from the surrounding counties of Burke, Watauga and Catawba. Of the multiple incorporated municipalities in Caldwell County, CMH received 90.03% of its patients from Collettsville, Granite Falls, Hudson and Lenoir. Caldwell County is in the NW section of NC in the foothills of the Blue Ridge mountains and is bounded on the NW by Watauga County, on the NE by Wilkes County, on the East by Alexander County, on the South by Catawba and Burke Counties and on the West by Burke and Avery Counties. The population is just under 80,000 with 51% Female and 49% Male. The population makeup is 87.1% White, 5.4% Hispanic, 4.9% Black or African American and 2.6% Other. The largest income group is $25-50K and largest age group is 35-54 years old. |
| PART VI, LINE 5 | CALDWELL MEMORIAL HOSPITAL PROVIDES FINANCIAL SUPPORT TO 2 COMMUNITY AGENCIES: THE HELPING HANDS CLINIC (PROVIDING CARE TO THE UNINSURED) AND THE SATIE AND JE BROYHILL CALDWELL SENIOR CENTER (FOCUS ON THE LIVES AND ADVOCACY OF SENIORS). OTHER COMMUNITY INVOLVEMENT INCLUDES BUT NOT LIMITED TO: ANNUAL PROSTATE SCREENING, HEALTH FAIRS, SUPPORT AND INVOLVEMENT IN THE CALDWELL COMMUNITY GARDEN WHICH HELPS FOSTER COMMUNITY GARDENING, REPRESENTATION BY ORGANIZATION REPRESENTATIVES ON LOCAL HEALTH CARE RELATED BOARDS (BOARD OF HEALTH, HOSPICE, AND CHILD PROTECTION TEAM.) CALDWELL MEMORIAL HEALTHWORKS WHICH IS OCCUPATIONAL, INDUSTRIAL AND WORKER'S COMP MEDICINE DESIGNED TO ASSIST EMPLOYERS TOWARD IMPROVING QUALITY OF HEALTHCARE. |
| PART VI, LINE 6 | CALDWELL MEMORIAL HOSPITAL IS PART OF THE UNC HEALTH CARE SYSTEM. UNC HEALTH CARE IS A NOT-FOR-PROFIT INTEGRATED HEALTH CARE SYSTEM OWNED BY THE STATE OF NORTH CAROLINA AND BASED IN CHAPEL HILL. ORIGINALLY ESTABLISHED NOV. 1, 1998, UNC HEALTH CARE CURRENTLY COMPRISES UNC HOSPITALS AND ITS PROVIDER NETWORK, THE CLINICAL PROGRAMS OF THE UNC SCHOOL OF MEDICINE, AND TEN AFFILIATE HOSPITALS AND HOSPITAL SYSTEMS ACROSS THE STATE. COLLECTIVELY, THIS GROUP OF HEALTH CARE PROVIDERS WORKS TOGETHER TO MAKE SURE THAT ALL OF THE COMMUNITIES SERVED RECEIVED THE HIGHEST QUALITY OF CARE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (true) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (true) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | 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 | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Chris Ellington | ||||||||||||||
| Director | $0 | $714,017 | $212,800 | $157,873 | $0 | $162,812 | $0 | $21,311 | $0 | $1,268,813 | $0 | $52,405 | ||
| John Powell MD | ||||||||||||||
| Director | $232,943 | $10,715 | $0 | $26,645 | $0 | $292,272 | $0 | $0 | $0 | $21,607 | $362 | |||
| Laura Easton | ||||||||||||||
| Director/President & CEO | $325,881 | $13,763 | $0 | $26,645 | $0 | $400,914 | $0 | $0 | $0 | $24,315 | $10,310 | |||
| Rebecca Smith | ||||||||||||||
| COO & CNO | $212,374 | $13,264 | $0 | $8,582 | $0 | $270,361 | $0 | $0 | $0 | $16,126 | $20,015 | |||
| Michael Bunch | ||||||||||||||
| CFO | $221,856 | $2,084 | $0 | $15,002 | $0 | $255,690 | $0 | $0 | $0 | $16,478 | $270 | |||
| David Lowery MD | ||||||||||||||
| CMO | $317,126 | $14,000 | $0 | $26,645 | $0 | $382,325 | $0 | $0 | $0 | $23,780 | $774 | |||
| Donita Damron | ||||||||||||||
| VP Physician Services | $161,217 | $6,543 | $0 | $8,329 | $0 | $188,244 | $0 | $0 | $0 | $11,950 | $205 | |||
| Philip Jenkins | ||||||||||||||
| Medical Practice Physician | $443,667 | $0 | $0 | $26,645 | $0 | $473,054 | $0 | $0 | $0 | $2,248 | $494 | |||
| Thomas Young | ||||||||||||||
| Medical Practice Physician | $449,764 | $7,128 | $0 | $26,645 | $0 | $496,659 | $0 | $0 | $0 | $12,914 | $208 | |||
| Ralph Duckett | ||||||||||||||
| Medical Practice Physician | $503,745 | $0 | $0 | $11,592 | $0 | $627,125 | $0 | $0 | $0 | $110,600 | $1,188 | |||
| David Cook | ||||||||||||||
| Medical Practice Physician | $404,500 | $0 | $0 | $14,807 | $0 | $453,985 | $0 | $0 | $0 | $28,077 | $6,601 | |||
| Timothy Clenney | ||||||||||||||
| Medical Practice Physician | $399,294 | $0 | $0 | $0 | $0 | $428,780 | $0 | $0 | $0 | $28,712 | $774 | |||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | DURING THE CALENDAR YEAR 2019, THE FOLLOWING INDIVIDUALS RECEIVED DISTRIBUTIONS FROM A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN (457(F)): CHRIS ELLINGTON (DIRECTOR) $52,405 LAURA EASTON (CEO) HAS A SECURED BENEFIT PLAN WHICH IS INCLUDED IN THE STUDY COMPLETED BY THE INDEPENDENT COMPENSATION CONSULTANT; THE LOAN UNDER THIS ARRANGEMENT IS RECORDED ON THE FINANCIAL STATEMENTS AND FULLY SECURED BY LIFE INSURANCE ON THE LIFE OF THE CEO. |
| PART I, LINE 6 | Senior management has an incentive program which is partially earned based on profit margin and days cash on hand. The earned incentive is reviewed by the HR Committee of the Board and approved annually. Employed Physicians are paid on a productivity basis based on RVU's generated in their practice operations and these are tied to MGMA benchmarks. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1: | THE EXECUTIVE/FINANCE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE HOSPITAL DURING THE PERIOD BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS, SUBJECT TO ANY PRIOR LIMITATION IMPOSED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 6: | THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM IS A MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A: | THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM IS A MEMBER AND THEY HAVE THE POWER TO APPOINT BOARD MEMBERS AND APPROVE GOVERNANCE DECISIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B: | THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM AS A MEMBER HAS APPROVAL RIGHTS TO ALL GOVERNANCE DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B: | THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. THE FULL BOARD RECEIVED A COPY OF THE FORM 990 FOR THEIR REVIEW AND FOR ANY QUESTIONS. THE FULL BOARD VOTED FOR A FINAL APPROVAL OF THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD ANNUALLY REVIEWS THE CONFLICT OF INTEREST STATEMENTS. MINUTES OF BOARD MEETINGS REFLECT ANY DECLARED CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15: | THE ORGANIZATION COMPLETES THE REBUTTABLE PRESUMPTION OF REASONABLENESS AS DESCRIBED IN TREASURY REGULATION 4958(6)(C) FOR EACH OFFICER AND KEY EMPLOYEE. THIS PROCESS IS PERFORMED BY AN OUTSIDE INDEPENDENT COMPENSATION SPECIALIST. THE CONSULTANT'S FINDINGS ARE PRESENTED TO THE HR COMMITTEE OF THE BOARD AND ARE ULTIMATELY APPROVED BY THE FULL BOARD. |
| FORM 990, PART VI, SECTION C, LINE 18: | PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATIONS ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ON GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. PLEASE USE THE ORGANIZATIONS "CONTACT US" LINK ON ITS WEBSITE FOR REQUESTS. |
| FORM 990, PART VII, LINE 1B AVERAGE HOURS PER WEEK | BOARD MEMBERS AND OFFICERS CONTRIBUTE THEIR TIME AND SERVICES UPON REQUEST AND ON AN AS-NEEDED BASIS, WHICH, THROUGHOUT THE YEAR, MAY DIFFER FROM THE AVERAGE NUMBER OF HOURS PER WEEK REPORTED ON PART VII, LINE 1B. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PRIOR YEAR. |
| Form 990, Part XII, Line 3B: | The Organization and auditors were waiting on final guidance from the various federal agencies with respect to funding received under the CARES Act and other government sources. Once the final guidance was released, the Organization and auditors have begun the process of having the Single Audit completed. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNC ROCKINGHAM HEALTH CARE INC | ||||||||||
| 117 E KINGS HWY | EDEN | NC | 27288 | 823745228 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | UNC HEALTH C | false |
| UNC HEALTH CARE SYSTEM | ||||||||||
| 101 MANNING DRIVE | Chapel Hill | NC | 27514 | 562206970 | HEALTHCARE | NC | SECTION 115 | UNC HEALTH C | false | |
| UNC HOSPITALS | ||||||||||
| 101 Manning Drive | CHAPEL HILL | NC | 27514 | 561118388 | HEALTHCARE | NC | SECTION 115 | UNC HEALTH C | false | |
| THE REX HEALTHCARE FOUNDATION INC | ||||||||||
| 4420 LAKE BOONE TRAIL | RALEIGH | NC | 27607 | 566052117 | support rex h | NC | 501(C)(3) | LINE 12B ii | UNC HEALTH C | false |
| CALDWELL MEMORIAL HOSPITAL FOUNDATION | ||||||||||
| PO BOX 1890 | LENOIR | NC | 28645 | 581935514 | SUPPORT OF CA | NC | 501(C)(3) | LINE 7 | CALDWELL MEM | false |
| CHATHAM HOSPITAL INC | ||||||||||
| PO BOX 649 | SILER CITY | NC | 27344 | 560611546 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | UNC HEALTH C | false |
| PIEDMONT TRIAD HEALTH SERVICES | ||||||||||
| 101 MANNING DR MED WING E 2ND FLO | CHAPEL HILL | NC | 27514 | 561497163 | HEALTHCARE | NC | 501(C)(3) | LINE 12B II | UNC HEALTH C | false |
| REX HEALTHCARE INC | ||||||||||
| 4420 LAKE BOONE TRAIL | RALEIGH | NC | 27607 | 561509129 | HEALTHCARE | NC | 501(C)(3) | LINE 12A, I | UNC HEALTH C | false |
| REX HOSPITAL INC | ||||||||||
| 4420 LAKE BOONE TRAIL | RALEIGH | NC | 27607 | 561509260 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | UNC HEALTH C | false |
| UNC PHYSICIANS NETWORK | ||||||||||
| 1600 PERIMETER PARK DR STE 225 | MORRISVILLE | NC | 27560 | 271081647 | HEALTHCARE | NC | 501(C)(3) | LINE 10 | UNC HEALTH C | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC PHYSICIANS NETWORK GROUP PRACTICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 PERIMETER PARK DRIVE Ste 225 | AddressLine1Txt |
| City | MORRISVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27560 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461416986 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $0 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caldwell Memorial Hospital Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $3,300,860 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |