2017-11-15T14:05:42-06:00 2016-12-31 990 2016-01-01 561376950 NOVANT HEALTH INC NOVA 3367182803 2085 FRONTIS PLAZA BLVD WINSTON SALEM NC 27103 FRED HARGETT EVP & CFO 3367182803 2017-11-15 170.98.106.254 2017-11-15 13:37:30 ES P 7AA337F3ADADCA5BF014F5DE8F20B8DB09A5D137 EA41BDE3C3DB37B92BEF4B915198E9A32E027107 2016 2021-01-29 14:40:06Z CARL ARMATO 2085 FRONTIS PLAZA BLVD WINSTON SALEM NC 27103 2195583994 0 X WWW.NOVANTHEALTH.ORG X 1997 NC SEE SCHEDULE O 13 11 5043 201 30327106 13141272 3339137 101962 660063952 661529485 77544948 72938870 25426554 30298953 766374591 764869270 434194 493708 0 0 391403636 381473026 0 0 0 378113791 381545237 769951621 763511971 -3577030 1357299 3571425514 3607897554 3581446604 3684907715 -10021090 -77010161 X NOVANT HEALTH EXISTS TO IMPROVE THE HEALTH OF COMMUNITIES, ONE PERSON AT A TIME.SEE SCHEDULE O 0 0 526050119 461089 546121998 NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION OF A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS, AND OTHER HEALTHCARE SERVICE PROVIDERS (COLLECTIVELY KNOWN AS "NOVANT HEALTH"). NOVANT HEALTH CONSISTS OF NEARLY 1,500 PHYSICIANS AND 25,000 EMPLOYEES WHO MAKE HEALTHCARE REMARKABLE AT APPROXIMATELY 500 LOCATIONS, INCLUDING 14 MEDICAL CENTERS AND HUNDREDS OF OUTPATIENT FACILITIES AND PHYSICIAN CLINICS. HEADQUARTERED IN WINSTON-SALEM, NC, NOVANT HEALTH IS COMMITTED TO MAKING HEALTHCARE REMARKABLE FOR PATIENTS AND COMMUNITIES, SERVING MORE THAN 4 MILLION PATIENTS ANNUALLY. 82941016 32619 98150978 BRUNSWICK COMMUNITY HOSPITAL, LLC (BCH) DBA NOVANT HEALTH BRUNSWICK MEDICAL CENTER, IS A SINGLE MEMBER LLC IN WHICH NOVANT IS THE SOLE MEMBER. BCH EXISTS TO PROMOTE THE HEALTH OF THE INHABITANTS OF THE BRUNSWICK COUNTY AREA OF NC, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING 2016, BCH HAD 74 LICENSED BEDS. THERE WERE 15,764 PATIENT DAYS, WITH AN AVERAGE LENGTH OF STAY OF 3 DAYS, AND AN AVERAGE DAILY CENSUS OF 43. THERE WERE 4,529 DISCHARGES, 70,914 INPATIENT AND OUTPATIENT ENCOUNTERS, AND 32,045 EMERGENCY DEPARTMENT VISITS. 18875389 22894048 THE HOLDING COMPANY FOR NOVANT'S AMBULATORY SERVICES, PRESBYTERIAN AMBULATORY HOLDINGS, LLC, IS A SINGLE MEMBER LLC HELD BY NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC, A SINGLE MEMBER LLC IN WHICH NOVANT HEALTH IS THE SOLE MEMBER. THE AMBULATORY CENTERS' OPERATIONS SERVE THE COMMUNITY BY PROVIDING ACCESS TO MUCH NEEDED HEALTHCARE SERVICES, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING 2016, THERE WERE 57,095 OUTPATIENT ENCOUNTERS. 627866524 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 1 1 0 0 1 2367 0 1 5043 1 1 1 1 BD UK 0 0 0 0 0 0 0 0 X 13 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 AZ CA VA AL IN X X KAREN DAUGHERTY 3367182803 2085 FRONTIS PLAZA BLVD WINSTON SALEM NC 27103 X ALLY DEBORAH TRUSTEE 2.00 X 0 0 0 ARMATO CARL CEO & PRESIDENT NOVANT HEALTH 60.00 X X 3322793 0 103625 BARR ROBERT TRUSTEE 2.00 X 0 0 0 BELDEN RICHARD TRUSTEE 2.00 X 0 0 0 KETNER GLENN TRUSTEE 2.00 X 0 0 0 LYLES VIOLA TRUSTEE 2.00 X 330 0 0 MURPHY DANIEL TRUSTEE 2.00 X 0 0 0 NEILL THOMAS D TRUSTEE 2.00 X 0 0 0 PHILLIPS GEORGE PATRICK TRUSTEE 2.00 X 0 0 0 PLYLER DAVID TRUSTEE 2.00 X 0 0 0 SCHULTE LAURA SEC/TREAS 2.00 X X 0 0 0 STOLZ ROBERT CHAIR 2.00 X X 0 0 0 STONE LARRY VICE CHAIR 2.00 X X 0 0 0 HARGETT FRED EVP & CHIEF FINANCIAL OFFICER 60.00 X 1960154 0 95823 MORRIS JOHN ASST SEC 2.00 X 326030 0 68576 WALSH BETSY ASST SEC 2.00 X 328932 0 89180 ALUKO AKINYELE SVP NH HEART & VASCULAR 60.00 X 827552 0 82385 BEST DIANA SVP CLINICAL IMPROVEMENT 60.00 X 726038 0 78447 BLACKMON TANYA EVP CHIEF DIV & INCL OFFICER 60.00 X 508020 0 134672 BRUNSTETTER PETER EVP & CHIEF LEGAL OFFICER 60.00 X 938130 0 193165 COOK DAVID MD SVP VBC & HLTHCARE FUTURIST 60.00 X 790981 0 165950 CURETON JESSE EVP & CHIEF CONSUMER OFFICER 60.00 X 1248048 0 222682 DANIELS JACQUELINE EVP & CHIEF ADMIN OFFICER 60.00 X 1497305 0 72276 ESKIOGLU ERIC MD SVP NEUROSCIENCE 60.00 X 979117 0 193740 GARMON-BROWN OPHELIA MD SVP COMM WELLNESS & EDUCATION 60.00 X 656681 0 82673 GARRETT DAVID SVP CHIEF INFO OFFICER 60.00 X 823426 0 164388 LANGFORD KATHRYN SVP INTEGR AND OPER EXCELLENCE 60.00 X 741110 0 140233 LINDSAY JEFFERY EVP & CHIEF OPERATING OFFICER 60.00 X 1753027 0 97070 MIHAL DENISE EVP CHIEF NUR & CLIN OPS OFF 60.00 X 1257719 0 83639 PATEFIELD ARTHUR MD SVP & CHIEF MED INFO OFF 60.00 X 744798 0 102238 ROBSON MELISSA SVP & CEO NH-UVA HEALTH SYSTEM 60.00 X 768025 0 153416 SEEHAUSEN ROBERT SVP BUSINESS DEV & SALES 60.00 X 817787 0 98354 SMITH HARRY SVP HOSPITAL OPERATIONS 60.00 X 1013257 0 190583 SMITH-HILL JANET EVP & CHIEF HR OFFICER 60.00 X 765502 0 165440 WOOLLEN THOMAS MD SVP PHYSICIAN SERVICES 60.00 X 675353 0 157738 ZWENG THOMAS MD EVP & CHIEF MEDICAL OFFICER 60.00 X 1096425 0 221124 JENIKE THOMAS MD SVP & CHIEF HUMAN EXP OFFICER 40.00 X 654779 0 127099 GRIFFIN JON SVP FINANCIAL PLAN & ANALYSIS 40.00 X 634698 0 151031 MORGAN WAYNE SVP & CHIEF INVEST OFFICER 40.00 X 635863 0 156130 MYERS SCOTT SVP CORPORATE FINANCE 40.00 X 639761 0 147919 JOHNSON TONY SVP SUPPLY CHAIN/COO SHARED SV 40.00 X 647671 0 53512 WILES PAUL FORMER CEO & PRESIDENT NOVANT HEALTH 0.00 X 223250 0 0 BEIER GREGORY FORMER EVP 0.00 X 20086 0 0 GARDELLA JOHN MD FMR VP CLINICAL IMPROVEMENT 60.00 X 563545 0 67306 GREGORY CHERE MD FMR SVP WOMEN'S SERVICES 60.00 X 610828 0 101304 PARK DAVID FMR SVP REAL ESTATE & CONSTRUCTION 60.00 X 612518 0 84119 PHIPPS JOHN MD FMR EVP & PRESIDENT NHMG 0.00 X 0 1113266 206747 VINCENT PAULA FORMER SVP 0.00 X 0 697148 73014 WALLENHAUPT STEPHEN FORMER EVP 0.00 X 174222 0 3651 29983761 1810414 4329249 594 1 1 0 MONUMENT CONSULTING LLC 1800 SUMMIT AVENUE RICHMOND VA 23230 CONSULTING 21562646 MCKINSEY & COMPANY PO BOX 7247-7255 PHILADELPHIA PA 19170 CONSULTING 11046250 VANNOY CONSTRUCTION PO BOX 635 JEFFERSON NC 28640 CONSTRUCTION SERVICES 10099241 DELOITTE CONSULTING LLP 4022 SELLS DRIVE HERMITAGE TN 37076 CONSULTING 7052168 OMD USA LLC PO BOX 533202 CHARLOTTE NC 28290 MEDIA SERVICES 6587484 174 101962 11050 101962 CORPORATE SUPPORT 551114 516063593 516063593 NET PATIENT REVENUE 622110 117347549 117347549 AFFILIATED RENTAL 531120 20519940 20519940 CARE CONNECTIONS CALL CENTER 561420 6630796 6630796 INSURANCE PREMIUMS 524298 967607 967607 661529485 40141181 8921931 31219250 3227706 0 3227706 3227706 3227706 1456662413 6780815 1429591760 1053779 27070653 5727036 32797689 32797689 14870 0 14870 14870 82848 69185 13663 13663 ADMINISTRATION 551114 14485951 4935839 9550112 INVESTMENTS 900099 11914099 11914099 SICK CLINIC 621111 701700 701700 -59036 -59036 27042714 764869270 667167024 30327106 67273178 X 490147 490147 3561 3561 27723623 27723623 14914776 14914776 269759789 237712326 32047463 21594161 19028775 2565386 27567229 24292242 3274987 19913448 17547730 2365718 2268828 2268828 1391041 1391041 181559 181559 4391139 4391139 87086104 75822727 11263377 12803134 11282122 1521012 13005993 11460881 1545112 27104002 23884047 3219955 42998575 37890344 5108231 5911518 5209230 702288 831326 732564 98762 29685747 26159080 3526667 95653036 84289455 11363581 2268918 1999371 269547 UBI TAXES 1162867 1162867 MEDICAL SUPPLIES 11745555 11745555 REPAIRS & MAINTENANCE 11363144 10013202 1349942 DUES AND SUBSCRIPTIONS 9312145 8205862 1106283 22380606 20097303 2283303 763511971 627866524 135645447 0 243147571 86821221 501433140 384638184 47409273 61763098 153513680 150840463 12431460 14643402 29915713 34441841 1721768411 980371304 746140818 741397107 1388650639 1730018569 433775285 390052874 5363915 5555442 9643922 7718060 98 7293 3571425514 3607897554 426879128 286242153 1174039 18553636 1345249605 1066704698 444014798 345054501 1364129034 1968352727 3581446604 3684907715 X -10021090 -77010161 -10021090 -77010161 3571425514 3607897554 X 1357299 93621113 -161967483 X 0 1 X 1 0 X X 11 FORSYTH MEMORIAL HOSPITAL INC 560928089 3 1 185774892 0 FOUNDATION HEALTH SYSTEMS CORP 561373175 10 1 55140 0 THE PRESBYTERIAN HOSPITAL 560554230 3 1 174393026 0 NOVANT MEDICAL GROUP INC 581728803 3 1 35609485 0 ROWAN REGIONAL MEDICAL CENTER INC 560547479 3 1 36472448 0 COMMUNITY GENERAL HEALTH PARTNERS INC 560636250 3 1 18063891 0 MEDICAL PARK HOSPITAL INC 561340424 3 1 12305475 0 PRESBYTERIAN MEDICAL CARE CORP 561376368 3 1 34635297 0 CULPEPER MEMORIAL HOSPITAL INC 540622371 3 0 0 0 PRINCE WILLIAM HOSPITAL 540696355 3 1 16599701 0 PERSONAL CARE SERVICES 541291284 10 0 135886 0 11 514045241 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X 1 1 PART I, LINE 12G: NOVANT HEALTH, INC. PROVIDES STRATEGIC PLANNING, ADMINISTRATIVE SUPPORT, INVESTMENT GUIDANCE AND MONETARY SUPPORT TO THE SUPPORTED ORGANIZATIONS LISTED IN PART I. NOVANT HEALTH, INC. PROVIDES SUPPORT ON A PASS-THROUGH BASIS TO ENTITIES IN THE NOVANT HEALTH UVA HEALTH SYSTEM INCLUDING CULPEPER MEMORIAL HOSPITAL, INC. PRINCE WILLIAM HOSPITAL, PWHS FOUNDATION AND PERSONAL CARE SERVICES. ADDITIONAL SUPPORT IS ALSO PROVIDED TO PRINCE WILLIAM HEALTH SYSTEM, A TYPE III FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION IN THE AMOUNT OF $453,105. PART IV, SECTION A, LINE 1: THERE ARE OTHER PUBLICLY SUPPORTED ORGANIZATIONS WITHIN THE HEALTH SYSTEM THAT THE FILING ORGANIZATION SUPPORTS. THESE ORGANIZATIONS HAVE A CONTINUING RELATIONSHIP WITH THE FILING ORGANIZATION BY VIRTUE OF THEIR RELATIONSHIPS TO THE SPECIFIED SUPPORTED ORGANIZATIONS. BY REASON OF THIS RELATIONSHIP, A SUBSTANTIAL IDENTITY OF INTEREST HAS BEEN DEVELOPED BETWEEN THE ORGANIZATIONS THEREBY ESTABLISHING A HISTORIC AND CONTINUING RELATIONSHIP. PART IV, SECTION D, LINE 2: CERTAIN OF THE SUPPORTED ORGANIZATIONS OFFICERS AND/OR DIRECTORS ARE APPOINTED/ELECTED TO THE FILING ORGANIZATION'S GOVERNING BODY AND AT LEAST ONE MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY SERVES ON THE GOVERNING BODY OF A SUPPORTED ORGANIZATION. THE FILING ORGANIZATION HAS AN ADEQUATE RELATIONSHIP WITH THE REMAINING SUPPORTED ORGANIZATIONS BECAUSE IT MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS/DIRECTORS OF THOSE ORGANIZATIONS. THESE RELATIONSHIPS ARE MAINTAINED THROUGH ONGOING COMMUNICATIONS, REGULAR MEETINGS INCLUDING ATTENDANCE AT BOARD MEETINGS OF THE SUPPORTED ORGANIZATIONS, AND JOINT PROJECTS. PART IV, SECTION D, LINE 3: REPRESENTATIVES OF THE SUPPORTED ORGANIZATIONS PROVIDE ONGOING FEEDBACK AND GUIDANCE ON THE BUDGETING, OVERHEAD ALLOCATIONS, AND ASSET PURCHASING AND UTILIZATION. PART IV, SECTION E, LINE 3A: THE ORGANIZATION HAS THE POWER TO REGULARLY APPOINT OR ELECT A MAJORITY OF OFFICERS, DIRECTORS OR TRUSTEES OF EACH SUPPORTED ORGANIZATION. PART IV, SECTION E, LINE 3B: THE FILING ORGANIZATION AS THE HEALTH SYSTEM PARENT PROVIDES ADMINISTRATIVE OVERSIGHT AND OVERSEES THE PROGRAMS, ACTIVITIES AND DIRECTION OF THE HEALTH SYSTEM SUPPORTED ORGANIZATIONS (WITH THEIR INPUT). THE FILING ORGANIZATION ASSUMES THESE ADMINISTRATIVE DUTIES IN ORDER TO ALLOW THE SUPPORTED ORGANIZATIONS TO FOCUS ON PURSUING THEIR EXEMPT PURPOSE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 181559 0 1 19156 200715 0 PART II-B, LINE 1: LINE 1A THERE IS LIMITED ENGAGEMENT OF THE BOARD. LINE 1B THERE ARE THREE FULL TIME GOVERNMENT RELATIONS STAFF POSITIONS AND MINIMAL TIME OF SENIOR LEADERS. LINE 1G REGULAR DIRECT CONTACT IS MADE BY THE FULL TIME GOVERNMENT RELATIONS STAFF AND LIMITED CONTACT BY SENIOR LEADERS DURING ADVOCACY DAY. LINE 1I DUES PAID TO CERTAIN ORGANIZATIONS WHICH INCLUDE A PORTION RELATED TO LOBBYING ACTIVITIES. 95386590 95386590 640046405 343870279 296176126 45427852 32268714 13159138 417911610 341734216 76177394 522995954 262498095 260497859 741397107 OTHER SECURITIES 259104815 F INVESTMENTS IN AFFILIATES 130948059 C 390052874 0 OTHER LIABILITIES 121831441 DUE TO AFFILIATES 1740721396 THIRD PARTY PAYMENT PAYABLE 1448673 NON-QUALIFIED BENEFIT PLANS 104351217 1968352727 X PART X, LINE 2: PART X, LINE 2: LIABILITY UNDER FIN 48 (ASC 740) FOOTNOTE THE AUDIT FOR NOVANT HEALTH AND ITS AFFILIATES IS PREPARED ON A CONSOLIDATED BASIS. THE COMPANY IS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THIS EVALUATION INCLUDES A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF OUR FOR-PROFIT SUBSIDIARIES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE COMPANY'S CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015. SUB-SAHARAN AFRICA 0 9 PROGRAM SERVICES NOVANT HEALTH TEAM MEMBERS IN CONJUNCTION WITH KYBELE VOLUNTEERS WORKED WITH SIX REGIONAL TEACHING HOSPITALS IN VARIOUS LOCATIONS THROUGHOUT GHANA. IMPLEMENT IMPROVED AND STANDARDIZED NEWBORN CARE TO ADDRESS ASPHYXIA, INFECTION, AND PREMATURITY. COMPLETED FACILITY ASSESSMENTS. TAUGHT SAFE ANESTHESIA TECHNIQUES. 537000 EUROPE 0 1 PROGRAM SERVICES NOVANT HEALTH TEAM MEMBERS IN CONJUNCTION WITH KYBELE VOLUNTEERS WORKED WITH A LARGE REFERRAL HOSPITAL IN NOVI SAD, SERBIA TO TEACH AN OBSTETRIC ANESTHESIA WORKSHOP. STARTED PREPARATIONS FOR ADVANCED LIFE SUPPORT IN OBSTETRICS (ALSO) COURSE TAUGHT IN JUNE 2017. 4000 CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 391402000 EUROPE INVESTMENTS 126840000 0 10 0 0 0 10 518783000 0 518783000 1 0 1 1 1 0 1 1 X 1 X 300.000000000000 0 0 1 0 1 1 8946240 8946240 0.03700 20579550 11073079 9506471 0.03930 29525790 11073079 18452711 0.07630 115351 115351 0.00050 241904 241904 0.00100 1261969 705283 556686 0.00230 11000 11000 0.00000 1630224 705283 924941 0.00380 31156014 11778362 19377652 0.08010 43583 43583 0.00020 11440 11440 0.00000 7600 7600 0.00000 5700 5700 0.00000 1650 1650 0.00000 69973 69973 0.00020 1 6875930 0 25523176 30066031 -4542855 X 1 0 1 ENDOSCOPY CENTER OF LAKE NORMAN HEALTHCARE 0.51000 0.00000 0.49000 2 HOLLY SPRINGS SURGERY CENTER LLC HEALTHCARE 0.51000 0.00000 0.49000 1 1 NOVANT HEALTH BRUNSWICK MEDICAL CENTER 240 HOSPITAL DRIVE NE BOLIVIA NC 28422 WWW.NOVANTHEALTH.ORG H0250 X X X NOVANT HEALTH BRUNSWICK MEDICAL CENTER 1 0 0 1 X X X X X X X X 16 1 0 0 1 X WWW.NOVANTHEALTH.ORG X 1 16 1 WWW.NOVANTHEALTH.ORG 0 1 X 300.000000000000 0.000000000000 X X X X 0 1 X X X 1 X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X 1 X 0 X X X X 1 X 0 1 NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 5: WHILE CONDUCTING THE CHNA, THE HOSPITAL FACILITY(IES) SOLICITED INPUT FROM, AND CONSULTED WITH, A VARIETY OF COMMUNITY REPRESENTATIVES INCLUDING, BUT NOT LIMITED TO, REPRESENTATIVES OF CITY AND COUNTY GOVERNMENT INCLUDING HEALTH DEPARTMENTS, COMMUNITY-BASED ORGANIZATIONS, FOUNDATIONS, CHURCHES, COLLEGES/UNIVERSITIES, COMMUNITY COALITIONS AND OTHER SOCIAL SERVICE AGENCIES. INPUT WAS GATHERED THROUGH COMMUNITY MEETINGS, STAKEHOLDERS INTERVIEWS, AND SOLICITED THROUGH WRITTEN COMMENTS THROUGHOUT THE SURVEY PERIOD UNTIL THE FINAL COMMUNITY PRIORITY SETTING MEETING(S) AND SURVEY. THE SCOPE OF EXPERTISE WAS BROAD AND INCLUDED SUCH AREAS AS PUBLIC HEALTH, MINORITY POPULATIONS, HEALTH DISPARITIES, AND SOCIAL SERVICES. THE ORGANIZATION IS A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. WHERE POSSIBLE, WE HAVE LEVERAGED THE RESOURCES OF THE ORGANIZATION TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES. NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 11: THE HOSPITAL FACILITY(IES) IS/ARE A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. THE FACILITY'S CHNA IDENTIFIED MULTIPLE NEEDS FOR THE COMMUNITY SERVED. THE NEEDS IDENTIFIED WERE REVIEWED AND PRIORITIZED BY THE CHNA RESOURCE GROUP AND SUBSEQUENTLY BY EACH FACILITY'S BOARD. THEY EVALUATED EACH DOCUMENTED NEED AND ITS INTERSECTION WITH THE ORGANIZATION'S VISION, COMMITMENTS, AND KEY STRENGTHS BEFORE FURTHER PRIORITIZING THE HEALTH NEEDS AND AGREEING UPON THE TOP HEALTH PRIORITIES TO BE ADDRESSED. WHERE POSSIBLE, WE HAVE LEVERAGED THE SYSTEM'S STRENGTHS AND RESOURCES TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES. NOVANT HEALTH AND EACH OF ITS HOSPITAL FACILITIES HAVE ADOPTED AND EXECUTED AN IMPLEMENTATION STRATEGY THAT ADDRESSES THE PRIORITIZED COMMUNITY HEALTH NEEDS FROM THE CHNAS. THE IMPLEMENTATION STRATEGIES OUTLINE THE PLAN THAT THE HOSPITAL FACILITY(IES) WILL UNDERTAKE TO MEET THOSE HEALTH NEEDS IN EACH OF ITS COMMUNITIES. CERTAIN NEEDS THAT WERE IDENTIFIED BY THE CHNA HAVE NOT BEEN ADDRESSED. IT WAS DETERMINED THAT THERE ARE OTHER RESOURCES IN THE COMMUNITY THAT CAN MORE APPROPRIATELY ADDRESS THESE NEEDS BASED ON SCOPE OF SERVICES AND SKILL SET. FOR MORE DETAILED INFORMATION, REFER TO THE PUBLICLY AVAILABLE IMPLEMENTATION PLAN AVAILABLE ON THE WEBSITE; REFER TO THE URL GIVEN PREVIOUSLY FOR THE POSTING OF THE PLAN. NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 13H: OTHER ELIGIBILITY CRITERIA EXPLAINED IN THE NOVANT HEALTH FAP INCLUDE THE FOLLOWING: FREE CARE IS ONLY APPLICABLE TO MEDICALLY NECESSARY SERVICES; PROVIDER BASED PHYSICIAN CLINICS REQUIRE THAT PATIENTS MUST HAVE BEEN TREATED BY A NOVANT HEALTH MEDICAL GROUP PRIMARY CARE PHYSICIAN WITHIN THE PREVIOUS THREE YEARS; PATIENTS MUST BE UNABLE TO ACCESS ENTITLEMENT PROGRAMS; PATIENTS WITH SPECIAL CIRCUMSTANCES SUCH AS BANKRUPTCY MAY ALSO BE ELIGIBLE FOR CHARITY CARE. NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, LINE 16A, FAP WEBSITE:HTTP://WWW.NOVANTHEALTH.ORG/HOME/PATIENTS--VISITORS/YOUR-HEALTHCARE-COSTS/FINANCIAL-ASSISTANCE-FOR-THE-UNINSURED.ASPXPART V, LINE 16B, FAP APPLICATION WEBSITE:HTTP://WWW.NOVANTHEALTH.ORG/HOME/PATIENTS--VISITORS/YOUR-HEALTHCARE-COSTS/FINANCIAL-ASSISTANCE-FOR-THE-UNINSURED.ASPXPART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTP://WWW.NOVANTHEALTH.ORG/HOME/PATIENTS--VISITORS/YOUR-HEALTHCARE-COSTS/FINANCIAL-ASSISTANCE-FOR-THE-UNINSURED.ASPX NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 24: IT IS POSSIBLE FOR A FINANCIAL ASSISTANCE POLICY (FAP) ELIGIBLE PATIENT TO BE CHARGED AN AMOUNT EQUAL TO THE GROSS CHARGE FOR A NON-EMERGENCY OR NON-MEDICALLY NECESSARY SERVICE. HOWEVER, IF THE SERVICE IS DEEMED AN EMERGENCY OR A MEDICAL NECESSITY, THEN THE FAP ELIGIBLE PATIENT WOULD NOT BE CHARGED FOR CARE AND WOULD NOT RECEIVE A BILL ONCE FAP ELIGIBILITY HAD BEEN ESTABLISHED. 7 1 - ENDOSCOPY CENTER OF LAKE NORMAN 16525 HOLLY CREST LANE HUNTERSVILLE NC 28078 ENDOSCOPY CENTER 2 - HOLLY SPRINGS SURGERY CENTER LLC 9131 ANSON WAY SUITE 304 RALEIGH NC 27615 AMBULATORY SURGERY CENTER 3 - NH BALLANTYNE OUTPATIENT SURGERY 14215 BALLANTYNE CORPORATE PL STE 210 CHARLOTTE NC 28277 AMBULATORY SURGERY CENTER 4 - NH BREAST CENTER 1718 EAST 4TH STREET CHARLOTTE NC 28204 IMAGING CENTER 5 - NH HUNTERSVILLE OUTPATIENT SURGERY 10030 GILEAD ROAD HUNTERSVILLE NC 28078 AMBULATORY SURGERY CENTER 6 - NH IMAGING BALLANTYNE 14215 BALLANTYNE CORPORATE PL STE 140 CHARLOTTE NC 28277 IMAGING CENTER 7 - NH IMAGING STEELE CREEK 13557 STEELECROFT PKWY SUITE 1100 CHARLOTTE NC 28278 IMAGING CENTER PART I, LINE 3C: OTHER CRITERIA BESIDES INCOME AND FPG USED IN DETERMINING ELIGIBILITY FOR FREE CARE INCLUDE: (1) RESIDENCY - PATIENTS MUST RESIDE WITHIN THE SERVICE AREA OF THE HOSPITAL; (2) THE KIND OF SERVICE PROVIDED - ONLY MEDICALLY NECESSARY SERVICES ARE COVERED; (3) PATIENT STATUS - IN PROVIDER BASED PHYSICIAN CLINICS, PATIENTS MUST HAVE BEEN TREATED BY A NOVANT HEALTH MEDICAL GROUP PRIMARY CARE PHYSICIAN WITHIN THE PREVIOUS THREE YEARS; AND (4) ACCESS TO HEALTH CARE COVERAGE - PATIENTS MUST BE UNABLE TO ACCESS EMPLOYER SPONSORED HEALTH PLANS OR ENTITLEMENT PROGRAMS. LASTLY, THE PATIENT MUST BE WITHOUT SUBSTANTIAL LIQUID ASSETS (I.E. CASH-ON-HAND). ASSETS SUCH AS HOUSES, CARS, PENALIZED RETIREMENT SAVINGS FUNDS, ETC. ARE NOT CONSIDERED LIQUID ASSETS. SUBSTANTIAL ASSETS ARE DEFINED AS ENOUGH CASH-ON-HAND TO COVER THE MEDICAL EXPENSES WITHOUT PLACING A HARDSHIP ON THE PATIENT. PATIENTS WITH SPECIAL CIRCUMSTANCES SUCH AS BANKRUPTCY MAY ALSO BE ELIGIBLE FOR CHARITY CARE; DETERMINATION IS MADE ON A CASE BY CASE BASIS UNDER THESE CIRCUMSTANCES. PART I, LINE 7: PART I, LINE 7:COSTS REPORTED IN THE TABLE FOR CHARITY CARE AND CERTAIN OTHER COMMUNITY BENEFITS AMOUNTS ARE CALCULATED USING AN ENTITY SPECIFIC COST TO CHARGE RATIO BASED ON WORKSHEET 2 (CCR). PART I, LN 7 COL(F): THE AMOUNT OF BAD DEBT REMOVED FROM TOTAL EXPENSES (DENOMINATOR) WAS $6,875,930. PART II, COMMUNITY BUILDING ACTIVITIES: THE ORGANIZATION'S COMMUNITY BUILDING ACTIVITIES ADDRESSES THE UNDERLYING CAUSES OF HEALTH PROBLEMS AND IMPACTS THE HEALTH OF OUR COMMUNITY THROUGH PARTNERSHIPS WITH LOCAL AGENCIES DEDICATED TO IMPROVING THE LIVES OF ALL INDIVIDUALS. OUTREACH INCLUDES PROVIDING SUPPORT TO ORGANIZATIONS SUCH AS LOCAL YMCA'S, UNITED WAY PARTNER AGENCIES, CHAMBERS OF COMMERCE AND OTHER LOCAL COMMUNITY ORGANIZATIONS, ASSISTING WITH COMMUNITY AND COUNTY COALITIONS, AND PROVIDING EDUCATION SEMINARS AND TRAINING FOR COMMUNITY WORKFORCES. PART III, LINE 2: THE ALLOWANCE FOR BAD DEBT IS DETERMINED BASED ON MANAGEMENT'S ASSESSMENT OF SEVERAL FACTORS, INCLUDING HISTORICAL COLLECTION RESULTS, THE AGE OF THE ACCOUNTS, CHANGES IN COLLECTION PATTERNS AND GENERAL INDUSTRY CONDITIONS. PART III, LINE 4: FOOTNOTE 2 (ACCOUNTS RECEIVABLE) ON PAGE 8 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE BAD DEBT EXPENSE. PART III, LINE 8: THE METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS REPORTED IN THE ORGANIZATION'S MEDICARE COST REPORT AS REFLECTED IN THE AMOUNT REPORTED IN PART III, LINE 6 IS DETERMINED BY FOLLOWING THE MEDICARE PRINCIPLES OF ALLOWABLE COSTS. COST FOR THE OVERHEAD DEPARTMENTS ARE STEPPED DOWN TO THE REMAINING COST CENTERS BASED ON STATISTICS FOR EACH OVERHEAD COST CENTER. ONCE THE STEP-DOWN PROCESS IS COMPLETE, A RATIO OF COST TO CHARGES IS DEVELOPED FOR EACH COST CENTER. THE CCR IS THEN APPLIED TO THE MEDICARE REVENUE BY COST CENTER AND TOTALED. IT SHOULD BE NOTED THAT THE MEDICARE COST REPORTS DO NOT ADDRESS ANY MANAGED CARE MEDICARE REVENUES, COSTS, OR RELATED SHORTFALL. THE TOTAL REVENUES REPORTED AS RECEIVED FROM MEDICARE IN LINE 5 OF SECTION B ARE ONLY REPRESENTATIVE OF MEDICARE FEE FOR SERVICE PAYMENTS RECEIVED. THE ALLOWABLE COSTS ON LINE 6 ARE SIGNIFICANTLY LOWER THAN THE ACTUAL EXPENDITURES. AS SUCH, THE SHORTFALL IS UNDERESTIMATED. EVERY HOSPITAL TREATS MEDICARE PATIENTS. SOME HOSPITALS ARE LOCATED IN HIGH MEDICARE POPULATION AREAS; OTHERS PROVIDE SERVICES DISPROPORTIONATELY USED BY MEDICARE PATIENTS. MEDICARE RATES AND NUMBERS OF MEDICARE PATIENTS ARE NOT NEGOTIATED. AS REIMBURSEMENT RATES DECLINE RELATIVE TO COSTS OF CARE, HOSPITALS CONTINUE TO SERVE THE MEDICARE POPULATION. WITHOUT THIS SERVICE THESE PATIENTS WOULD BECOME AN OBLIGATION ON THE GOVERNMENT. ANY UNREIMBURSED COSTS OF THIS CARE ARE A COMMUNITY BENEFIT PROVIDED BY THE HOSPITAL TO THE COMMUNITY AND GOVERNMENT. PART III, LINE 9B: THE ORGANIZATION'S BILLING AND COLLECTIONS POLICY DOES EXPLAIN ACTIONS AGAINST PATIENTS WHO HAVE OUTSTANDING DELINQUENT AMOUNTS, BUT THE POLICY DOES NOT CONTAIN PROVISIONS FOR COLLECTION PRACTICES AGAINST PATIENTS WHO ARE ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY (FAP) BECAUSE FAP ELIGIBLE PATIENTS RECEIVE 100% FREE CARE AND THEREFORE DO NOT RECEIVE BILLS ONCE FAP ELIGIBILITY HAS BEEN ESTABLISHED. PART VI, LINE 2: PART VI, LINE 2: NEEDS ASSESSMENTTHE ORGANIZATION IS PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM, WHICH HAS A COMMUNITY BENEFIT DEPARTMENT ("CB DEPARTMENT") COMPRISED OF COMMUNITY BENEFIT PROFESSIONALS AND AN ASSOCIATED ADVISORY WORKING GROUP ("THE COMMUNITY BENEFIT GROUP") THAT INCLUDES REPRESENTATIVES FROM INTERNAL AUDIT, LEGAL, AND TAX. THE CB DEPARTMENT IS RESPONSIBLE FOR COORDINATING THE PREPARATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) FOR EACH HOSPITAL WITHIN THE SYSTEM, INCLUDING THE CHNAS REPORTED IN PART V, SECTION B. EACH HOSPITAL AND THE COMMUNITY BENEFIT GROUP WORK TOGETHER TO IDENTIFY ORGANIZATIONS AND RESOURCES WITHIN ITS COMMUNITY THAT CONTRIBUTE TO THE PROCESS. THESE ORGANIZATIONS AND RESOURCES INCLUDE PUBLIC HEALTH DEPARTMENTS, LOCAL COMMUNITY COALITIONS REPRESENTING THE MEDICALLY UNDERSERVED, UNITED WAY, LOCAL UNIVERSITIES, ETC. COMMUNITY HEALTH ASSESSMENTS PREPARED BY OTHER ORGANIZATIONS IN THE COMMUNITY ARE USED IN COMBINATION WITH INTERNAL HOSPITAL DATA AND INFORMATION COLLECTED FROM LOCAL AGENCIES TO PREPARE THE HOSPITAL'S CHNA. IN ADDITION TO ADDRESSING NEEDS IDENTIFIED THROUGH THE CHNA, EACH HOSPITAL MAY RESPOND TO REQUESTS FOR SPECIFIC COMMUNITY BENEFIT ACTIVITIES OR PROGRAMS FROM PUBLIC AGENCIES OR COMMUNITY GROUPS. PART VI, LINE 3: PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCETHE ORGANIZATION IS PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS A NOT-FOR-PROFIT ORGANIZATION, NOVANT HEALTH IS COMMITTED TO PROVIDING OUTSTANDING HEALTHCARE TO ALL MEMBERS OF OUR COMMUNITIES, REGARDLESS OF THEIR ABILITY TO PAY. OUR ACUTE CARE FACILITIES PROVIDE CARE IN 35 COUNTIES ACROSS FOUR STATES. ADDITIONALLY, OUR PHYSICIANS AND ACUTE CARE FACILITIES OFFER CARE TO NATIONAL AND INTERNATIONAL MISSION PATIENTS. OUR FINANCIAL COUNSELING TEAMS ARE CONSTANTLY WORKING WITH THE PATIENTS WITHIN OUR COMMUNITIES TO UNDERSTAND THEIR NEEDS AND ENSURE THAT OUR POLICIES AND PROCESSES ADDRESS THESE NEEDS. WE ALSO MAINTAIN CONTRACTS WITH MEDICAID ELIGIBILITY VENDORS. THESE TEAMS OFFER ADDITIONAL SUPPORT IN PROCESSING AND ASSESSING HOW WE SERVE THE FINANCIAL NEEDS OF OUR PATIENTS. BASED ON THE ASSESSMENTS OF OUR COMMUNITIES, NOVANT HEALTH HAS DEVELOPED FINANCIAL ASSISTANCE POLICIES AND PROGRAMS THAT ADDRESS THE FINANCIAL NEEDS OF OUR PATIENTS. WE PRIDE OURSELVES ON THE TRANSPARENCY OF OUR PROGRAMS AND THE EDUCATION WE OFFER OUR PATIENTS AROUND OUR FINANCIAL ASSISTANCE POLICIES. OUR PROGRAMS ARE DOCUMENTED ON OUR WEBSITE, ALONG WITH CONTACT INFORMATION FOR OUR FINANCIAL COUNSELORS. ADDITIONALLY, OUR PROGRAMS ARE DOCUMENTED ON PATIENT FLYERS THROUGHOUT THE NOVANT HEALTH AFFILIATED FACILITIES AND PHYSICIAN OFFICES. OUR PATIENT ACCESS SPECIALISTS, FINANCIAL COUNSELORS AND BUSINESS OFFICE TEAMS WORK WITH ALL ELIGIBLE PATIENTS TO EDUCATE THEM ON THE VARIOUS OPTIONS AVAILABLE VIA OUR FINANCIAL ASSISTANCE PROGRAMS OR GOVERNMENT SPONSORED CARE. THEY ALSO REFERENCE OUR FINANCIAL ASSISTANCE POLICY IN ALL CONVERSATIONS RELATED TO PATIENTS BILLS. FINALLY, WE WORK WITH LOCAL AREA FREE HEALTH CLINICS AND OTHER CHARITABLE ORGANIZATIONS TO PROVIDE CONTINUATION OF CARE FOR THEIR PATIENTS. IN ADDITION TO OUR FINANCIAL COUNSELING PROCESSES USED TO IDENTIFY CHARITY CARE PATIENTS, OUR COLLECTIONS PROCESSES WITHIN OUR BUSINESS OFFICES ALSO HELP IDENTIFY PATIENTS WHO ARE ALREADY ELIGIBLE FOR CHARITY OR WHO MAY BE ELIGIBLE BASED ON THEIR STATUS WITHIN THE FEDERAL POVERTY GUIDELINES ("FPG"). WE UTILIZE PREVIOUSLY SUBMITTED PATIENT DOCUMENTATION AND CREDIT AGENCY REPORTED FPG FOR DETERMINATION. SUPPORTING DOCUMENTS ARE VALID 6 MONTHS FROM THE DATE OF SUBMISSION. OUR POLICIES ARE CONSIDERED FLUID AND ARE UPDATED FREQUENTLY BASED ON LOCAL AND NATIONAL MARKET STANDARDS AND NATIONAL ECONOMIC CONDITIONS. ANY UPDATES TO OUR POLICIES REQUIRE MULTI-LEVEL LEADERSHIP APPROVAL AND ARE ULTIMATELY APPROVED BY THE NOVANT HEALTH EXECUTIVE TEAM AND/OR THE NOVANT HEALTH BOARD OF DIRECTORS. PART VI, LINE 4: PART VI, LINE 4: COMMUNITY INFORMATIONTHE NOVANT HEALTH, INC. FORM 990 INCLUDES THE OPERATIONS OF ONE HOSPITAL. BRUNSWICK COMMUNITY HOSPITAL, LLC DBA NOVANT HEALTH BRUNSWICK MEDICAL CENTER THE ORGANIZATION DEFINES ITS COMMUNITY BY ITS PRIMARY SERVICE AREA, WHICH IS BRUNSWICK COUNTY, NORTH CAROLINA. THIS IS A RURAL AREA. THERE ARE TWO ACUTE CARE HOSPITALS IN THE COMMUNITY, ONE OF WHICH IS THE ORGANIZATION. THE OTHER HOSPITAL IS DESIGNATED AS A CRITICAL ACCESS HOSPITAL. ACCORDING TO SG2 DATA, THE SPECIFIC POPULATION GROUPS (ETHNIC AND CULTURAL) ARE AS FOLLOWS: WHITE NON-HISPANIC (99,756) 81.4%; BLACK NON-HISPANIC (13,180) 10.8%; HISPANIC (5,725) 4.7%; ASIAN AND PACIFIC ISLAND (885) 0.7%; OTHERS (2,969) 2.4%; FOR A TOTAL POPULATION OF 122,515. ACCORDING TO US CENSUS BUREAU DATA, THE MEDIAN HOUSEHOLD INCOME LEVEL WAS $46,859. ACCORDING TO SG2 DATA, THE AGE BREAKDOWN IS AS FOLLOWS: 0-17 YEARS (21,414) 17.5%; 18-64 YEARS (67,973) 55.5%; 65+ YEARS (33,128) 27.0%. PART VI, LINE 5: PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH THE ORGANIZATION FURTHERS ITS EXEMPT PURPOSES BY DOING THE FOLLOWING:1. ADOPTING A FINANCIAL ASSISTANCE POLICY;2. REMAINING CERTIFIED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PROVIDE SERVICES TO ALL BENEFICIARIES OF MEDICARE, MEDICAID, AND OTHER GOVERNMENT PAYMENT PROGRAMS, AND PROVIDING SERVICES IN A NONDISCRIMINATORY MANNER TO SUCH BENEFICIARIES;3. OPERATING A FULL-TIME EMERGENCY ROOM WHICH IS OPEN TO AND ACCEPTS ALL PERSONS, REGARDLESS OF THEIR ABILITY TO PAY;4. MAINTAINING AN OPEN MEDICAL STAFF, SUBJECT TO EXCLUSIVE CONTRACTS FOR HOSPITAL-BASED SERVICES SUCH AS ANESTHESIOLOGY, RADIOLOGY, PATHOLOGY, HOSPITALIST, AND EMERGENCY DEPARTMENT SERVICES, TO THE EXTENT AN EXCLUSIVE CONTRACT FOR THOSE SERVICES IS REQUIRED TO OBTAIN PROPER STAFFING COVERAGE OR TO PERMIT A MORE EFFICIENT DELIVERY OF THOSE SERVICES WITHIN THE HOSPITAL FACILITY;5. MAINTAINING A GOVERNING BOARD CONSISTING PRIMARILY OF A BROAD CROSS-SECTION OF LEADERS IN THE COMMUNITY;6. ADOPTING AND APPLYING A CONFLICT OF INTEREST POLICY, WHICH APPLIES TO THE GOVERNING BOARD AND ORGANIZATION OFFICERS;7. PROVIDING HEALTH EDUCATION LECTURES AND WORKSHOPS;8. PROVIDING HEALTH FAIRS, EDUCATION ON SPECIFIC DISEASES OR CONDITIONS, AND HEALTH PROMOTION AND WELLNESS PROGRAMS TO THE COMMUNITIES IT SERVES;9. PROVIDING SUPPORT GROUPS AND SELF HELP PROGRAMS TO THE COMMUNITIES IT SERVES;10. PROVIDING COMMUNITY-BASED CLINICAL SERVICES, INCLUDING WITHOUT LIMITATION, HEALTH SCREENINGS AND CLINICS FOR UNINSURED OR UNDERINSURED PERSONS TO THE COMMUNITIES IT SERVES;11. PROVIDING HEALTHCARE SUPPORT SERVICES, INCLUDING WITHOUT LIMITATION, INFORMATION AND REFERRAL TO COMMUNITY SERVICES, CASE MANAGEMENT OF UNDERINSURED AND UNINSURED PERSONS, TELEPHONE INFORMATION SERVICES AND ASSISTANCE TO ENROLL IN PUBLIC PROGRAMS, SUCH AS STATE CHILDREN'S HEALTH INSURANCE PROGRAM (SCHIP) AND MEDICAID TO THE COMMUNITIES IT SERVES;12. PROVIDING SUBSIDIZED HEALTH SERVICES AND CLINICAL PROGRAMS TO THE COMMUNITIES IT SERVES;13. PROVIDING CASH AND IN-KIND CONTRIBUTIONS TO NONPROFIT COMMUNITY HEALTHCARE ORGANIZATIONS IN THE COMMUNITIES IT SERVES; AND14. GENERALLY PROMOTING THE HEALTH, WELLNESS, AND WELFARE OF THE COMMUNITIES IT SERVES BY PROVIDING QUALITY HEALTHCARE SERVICES AT REASONABLE COST.PLEASE SEE THE NOVANT HEALTH COMMUNITY BENEFIT REPORT, LOCATED AT HTTP://WWW.NOVANTHEALTH.ORG/HOME/ABOUT-US/COMPANY-INFORMATION/FINANCIAL- PROFILE/COMMUNITY-BENEFIT-REPORT.ASPX. PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES. PART VI, LINE 6: PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEMTHE ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICE PROVIDERS. NOVANT HEALTH IS RANKED AS ONE OF OUR NATION'S TOP 20 INTEGRATED HEALTHCARE SYSTEMS CARING FOR PATIENTS AND COMMUNITIES IN NORTH CAROLINA, SOUTH CAROLINA, AND VIRGINIA. EACH HOSPITAL PROVIDES SUBSTANTIAL COMMUNITY BENEFIT TO THE COMMUNITY IT SERVES, AS REPORTED INDIVIDUALLY ON EACH HOSPITAL'S FORM 990, SCHEDULE H. THE COMMUNITY BENEFIT OF THE SYSTEM AS A WHOLE IS DOCUMENTED IN A SYSTEM-WIDE COMMUNITY BENEFIT REPORT, LOCATED AT HTTP://WWW.NOVANTHEALTH.ORG/HOME/ABOUT-US/COMPANY-INFORMATION/FINANCIAL- PROFILE/COMMUNITY-BENEFIT-REPORT.ASPX. PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES. THERE ARE SIGNIFICANT COMMUNITY BENEFIT ACTIVITIES WITHIN NOVANT HEALTH WHICH MAY NOT BE REPORTABLE ON A SCHEDULE H BECAUSE THEY ARE NOT CONDUCTED BY AN ENTITY WHICH OWNS OR OPERATES A HOSPITAL.IN ADDITION TO HOSPITALS, NOVANT HEALTH INCLUDES A PHYSICIAN ORGANIZATION WITH PRACTICES IN NORTH CAROLINA, SOUTH CAROLINA, AND VIRGINIA AND FIVE HOSPITAL FOUNDATIONS WHICH SUPPORT AND ENHANCE THE ACTIVITIES IN THOSE HOSPITALS' COMMUNITIES. FURTHER, NOVANT HEALTH INCLUDES AMBULATORY SURGERY CENTERS, IMAGING CENTERS, REHABILITATION CENTERS, AND OTHER OUTPATIENT FACILITIES; ALL DEDICATED TO PROMOTING THE HEALTH OF THEIR RESPECTIVE COMMUNITIES. PART VI, LINE 7: STATE FILING OF COMMUNITY BENEFIT REPORT NOVANT HEALTH, INC. FILES A SYSTEM-WIDE COMMUNITY BENEFIT REPORT PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES WITH THE NORTH CAROLINA MEDICAL CARE COMMISSION AS PART OF THE DOCUMENTATION REQUIRED FOR THE ISSUANCE OF TAX EXEMPT BOND FINANCING. 1 APPARO SOLUTIONS INC 301 SOUTH BREVARD ST SUITE 300 CHARLOTTE NC 28202 571140089 501(C)(3) 25000 COMMUNITY OUTREACH CHARLOTTE REGIONAL PARTNERSHIP 550 S CALDWELL ST STE 760 CHARLOTTE NC 28202 581457132 501(C)(3) 40000 COMMUNITY OUTREACH HOSPICE & PALLIATIVE CARECENTER 101 HOSPICE LANE WINSTONSALEM NC 27103 581343313 501(C)(3) 10000 COMMUNITY OUTREACH MINT HILL EVENTS INC 4430 MINT HILL VILLAGE LANE MINT HILL NC 28227 464593964 501(C)(3) 9000 COMMUNITY OUTREACH NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION 2826 LAZY LANE WINSTONSALEM NC 27106 462988453 501(C)(3) 15000 COMMUNITY OUTREACH NORTH CAROLINA CHAMBER 701 CORPORATE CENTER DR STE 400 RALEIGH NC 27607 560340499 501(C)(6) 13300 COMMUNITY OUTREACH THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL PUBLIC HEALTH FOUNDATION PO BOX 899 CHAPEL HILL NC 27514 561717285 501(C)(3) 51450 COMMUNITY OUTREACH WINSTON-SALEM FOUNDATION 751 WEST FOURTH ST STE 200 WINSTONSALEM NC 27101 566037615 501(C)(3) 290000 COMMUNITY OUTREACH 7 1 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE FILING ORGANIZATION IS PART OF THE INTEGRATED HEALTHCARE SYSTEM OPERATED BY NOVANT HEALTH, INC. ("NOVANT HEALTH"), THE PARENT ORGANIZATION. NOVANT HEALTH'S BYLAWS AUTHORIZE IT TO ESTABLISH CERTAIN POLICIES FOR ALL OF ITS SUBSIDIARIES WITHIN THE SYSTEM. NOVANT HEALTH HAS ESTABLISHED A SYSTEM-WIDE CORPORATE POLICY WITH STANDARDIZED GUIDELINES THAT ARE TO BE USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE FILING ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS ARE MAINTAINED VIA THE GENERAL LEDGER. FUNDS ARE GENERALLY NOT TRACKED AFTER BEING GRANTED, AS THE ORIGINAL ELIGIBILITY AND SELECTION CRITERIA HAVE ALREADY BEEN MET. X X X X X X 1 1 X X X X 1 1 1 0 0 0 0 0 0 ARMATO CARL CEO & PRESIDENT NOVANT HEALTH 1346995 0 1409378 0 566420 0 65093 0 38533 0 3426419 0 7500 0 HARGETT FRED EVP & CHIEF FINANCIAL OFFICER 803386 0 822855 0 333913 0 59400 0 36423 0 2055977 0 7500 0 MORRIS JOHN ASST SEC 261052 0 50213 0 14765 0 46705 0 21871 0 394606 0 7500 0 WALSH BETSY ASST SEC 259999 0 54075 0 14858 0 59354 0 29826 0 418112 0 7500 0 ALUKO AKINYELE SVP NH HEART & VASCULAR 459919 0 343924 0 23709 0 62885 0 19500 0 909937 0 0 0 BEST DIANA SVP CLINICAL IMPROVEMENT 397601 0 279263 0 49174 0 51622 0 26825 0 804485 0 7500 0 BLACKMON TANYA EVP CHIEF DIV & INCL OFFICER 270087 0 199950 0 37983 0 113753 0 20919 0 642692 0 0 0 BRUNSTETTER PETER EVP & CHIEF LEGAL OFFICER 476055 0 431641 0 30434 0 160739 0 32426 0 1131295 0 0 0 COOK DAVID MD SVP VBC & HLTHCARE FUTURIST 431680 0 325743 0 33558 0 130373 0 35577 0 956931 0 0 0 CURETON JESSE EVP & CHIEF CONSUMER OFFICER 585933 0 632227 0 29888 0 183228 0 39454 0 1470730 0 0 0 DANIELS JACQUELINE EVP & CHIEF ADMIN OFFICER 405589 0 734938 0 356778 0 62714 0 9562 0 1569581 0 7500 0 ESKIOGLU ERIC MD SVP NEUROSCIENCE 660489 0 293447 0 25181 0 157504 0 36236 0 1172857 0 0 0 GARMON-BROWN OPHELIA MD SVP COMM WELLNESS & EDUCATION 356332 0 278040 0 22309 0 65201 0 17472 0 739354 0 7500 0 GARRETT DAVID SVP CHIEF INFO OFFICER 465844 0 323796 0 33786 0 134940 0 29448 0 987814 0 7500 0 LANGFORD KATHRYN SVP INTEGR AND OPER EXCELLENCE 402582 0 301872 0 36656 0 125374 0 14859 0 881343 0 0 0 LINDSAY JEFFERY EVP & CHIEF OPERATING OFFICER 797399 0 765408 0 190220 0 58630 0 38441 0 1850098 0 0 0 MIHAL DENISE EVP CHIEF NUR & CLIN OPS OFF 663751 0 450861 0 143107 0 64305 0 19334 0 1341358 0 0 0 PATEFIELD ARTHUR MD SVP & CHIEF MED INFO OFF 401444 0 301782 0 41572 0 65195 0 37043 0 847036 0 7500 0 ROBSON MELISSA SVP & CEO NH-UVA HEALTH SYSTEM 424169 0 311555 0 32301 0 116343 0 37073 0 921441 0 0 0 SEEHAUSEN ROBERT SVP BUSINESS DEV & SALES 415763 0 307325 0 94699 0 64741 0 33613 0 916141 0 7498 0 SMITH HARRY SVP HOSPITAL OPERATIONS 571477 0 422306 0 19474 0 151513 0 39070 0 1203840 0 0 0 SMITH-HILL JANET EVP & CHIEF HR OFFICER 424880 0 304260 0 36362 0 133181 0 32259 0 930942 0 7500 0 WOOLLEN THOMAS MD SVP PHYSICIAN SERVICES 369298 0 273750 0 32305 0 120731 0 37007 0 833091 0 0 0 ZWENG THOMAS MD EVP & CHIEF MEDICAL OFFICER 564485 0 490125 0 41815 0 178663 0 42461 0 1317549 0 0 0 JENIKE THOMAS MD SVP & CHIEF HUMAN EXP OFFICER 379247 0 243040 0 32492 0 94194 0 32905 0 781878 0 0 0 GRIFFIN JON SVP FINANCIAL PLAN & ANALYSIS 369762 0 247941 0 16995 0 116053 0 34979 0 785730 0 0 0 MORGAN WAYNE SVP & CHIEF INVEST OFFICER 388509 0 226668 0 20686 0 123117 0 33012 0 791992 0 7500 0 MYERS SCOTT SVP CORPORATE FINANCE 374572 0 243346 0 21843 0 122183 0 25736 0 787680 0 7500 0 JOHNSON TONY SVP SUPPLY CHAIN/COO SHARED SV 203676 0 288000 0 155995 0 51346 0 2166 0 701183 0 7500 0 WILES PAUL FORMER CEO & PRESIDENT NOVANT HEALTH 0 0 0 0 223250 0 0 0 0 0 223250 0 0 0 BEIER GREGORY FORMER EVP 0 0 0 0 20086 0 0 0 0 0 20086 0 132025 0 GARDELLA JOHN MD FMR VP CLINICAL IMPROVEMENT 302845 0 224413 0 36287 0 45957 0 21350 0 630852 0 0 0 GREGORY CHERE MD FMR SVP WOMEN'S SERVICES 359522 0 238000 0 13306 0 71110 0 30194 0 712132 0 0 0 PARK DAVID FMR SVP REAL ESTATE & CONSTRUCTION 325758 0 229822 0 56938 0 57117 0 27001 0 696636 0 7500 0 PHIPPS JOHN MD FMR EVP & PRESIDENT NHMG 0 546701 0 524426 0 42139 0 170062 0 36685 0 1320013 0 7500 VINCENT PAULA FORMER SVP 0 414351 0 252710 0 30087 0 56574 0 16441 0 770163 0 0 WALLENHAUPT STEPHEN FORMER EVP 13046 0 161000 0 176 0 2505 0 1146 0 177873 0 7500 0 PART I, LINE 1A PART I, LINE 1A: FRINGE OR EXPENSE EXPLANATION FIRST-CLASS OR CHARTER TRAVEL: FIRST-CLASS OR CHARTER TRAVEL IS NOT A COVERED TRAVEL EXPENSE FOR EXECUTIVES; THEY ARE LIMITED TO BUSINESS OR COACH CLASS FARES FOR COMMERCIAL FLIGHTS. HOWEVER, CHARTER TRAVEL IS AVAILABLE TO CERTAIN EXECUTIVES, BOARD MEMBERS, AND APPROVED BUSINESS PERSONNEL MEETING APPLICABLE POLICY CRITERIA. TRAVEL FOR COMPANIONS: COMPANIONS ARE ALLOWED ON CERTAIN CHARTER FLIGHTS PAID FOR BY THE ORGANIZATION. IN THAT CASE, THE VALUE OF THE COMPANION'S FLIGHT IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: EXECUTIVES WHO USE FUNDS MADE AVAILABLE THROUGH THEIR DISCRETIONARY SPENDING ACCOUNT UNDER THE EXECUTIVE PERQUISITE PLAN (THE "PLAN") TO PAY PREMIUMS ON CASH VALUE LIFE INSURANCE POLICIES MAY RECEIVE ADDITIONAL COMPENSATION TO ADJUST FOR THE INCOME TAX LIABILITY ASSOCIATED WITH PAYING PREMIUMS FOR THIS INSURANCE. EXECUTIVES MAY RECEIVE AS SEVERANCE BENEFITS CASH PAYMENTS IN LIEU OF PREMIUMS PAID FOR COVERAGE OF CERTAIN BENEFITS THAT ENDED WITH THE EXECUTIVE'S TERMINATION. THE ORGANIZATION MAY PAY THE ADDITIONAL TAX OWED ON ACCOUNT OF THESE PAYMENTS. DISCRETIONARY SPENDING ACCOUNT: CERTAIN EXECUTIVES RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THE DOLLAR AMOUNT IN THE ACCOUNT IS PRE-APPROVED BY THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES. THE ACCOUNT CAN BE USED ONLY FOR AN APPROVED LIST OF EXPENDITURES. ALL OPTIONS OTHER THAN A DEFERRED, AT-RISK, COMPENSATION OPTION ARE CONSIDERED TAXABLE AND ARE INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: WE PROVIDE TEMPORARY HOUSING ALLOWANCES IN CERTAIN EXECUTIVE RECRUITMENT AND RELOCATION PACKAGES. IN THE CASE THAT SUCH EXPENSE IS NOT REIMBURSABLE UNDER THE ACCOUNTABLE PLAN RULES, THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: IN CASES WHERE CORPORATE MEMBERSHIPS ARE NOT AVAILABLE, A MEMBERSHIP MAY BE OBTAINED IN AN EXECUTIVE'S NAME WITH A "BUSINESS USE ONLY" RESTRICTION. PART I, LINES 4A-C PART I, LINES 4A-C: SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SEVERANCE NONQUALIFIED EQUITY-BASED BEIER, GREGORY 124,831 BLACKMON, TANYA 49,271 BRUNSTETTER, PETER 96,408 COOK, DAVID 65,663 CURETON, JESSE 118,821 DANIELS, JACQUELINE 209,063 ESKIOGLU, ERIC 100,050 GARRETT, DAVID 70,582 GREGORY, CHERE 54,600 GRIFFIN, JON 56,653 LANGFORD, KATHRYN 60,471 MORGAN, WAYNE 58,641 MYERS, SCOTT 56,783 PHIPPS, JOHN 110,662 ROBSON, MELISSA 64,943 SMITH, HARRY 86,906 SMITH-HILL, JANET 76,755 WILES, PAUL 69,791 200,000 WOOLLEN, THOMAS 56,250 ZWENG, THOMAS 114,450 PART I, LINE 4A - SEVERANCE PLAN: ELIGIBLE EXECUTIVES MAY RECEIVE SEVERANCE PAY THAT IS BASED ON ANNUAL COMPENSATION FOR A SPECIFIED PERIOD OF TIME. THE SEVERANCE PAY WOULD BE PAID ONLY IN THE EVENT OF CERTAIN TYPES OF EMPLOYMENT TERMINATION, AND IS FURTHER CONTINGENT ON THE SATISFACTION OF OTHER CONDITIONS SUCH AS COMPLIANCE WITH A NON-COMPETITION COVENANT. ANY CURRENT YEAR PAYMENTS HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(III) OF SCHEDULE J. THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE NOVANT HEALTH BOARD REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS SEVERANCE PLAN. PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") IS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES, AND TO OFFER COMPETITIVE TOTAL COMPENSATION. ELIGIBLE EXECUTIVES WILL BE NOMINATED BY THE CEO AND APPROVED BY THE NOVANT HEALTH COMPENSATION AND LEADERSHIP COMMITTEE ("THE COMMITTEE") TO PARTICIPATE. GENERALLY, ANNUAL CONTRIBUTIONS TO THE PLAN OR PAYMENTS TO PARTICIPANTS WILL BE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST OF THE PREVIOUS PLAN YEAR AND ARE REPORTED IN COLUMN (C) OF SCHEDULE J. PRIOR TO MAKING THE CONTRIBUTIONS OR PAYMENTS, THE COMMITTEE WILL APPROVE THE AMOUNTS AS TO REASONABLENESS, WHEN COMBINED WITH ALL OTHER ANNUAL COMPENSATION. A 3 YEAR CLASS-YEAR VESTING PERIOD WILL APPLY UP TO AGE 62, WHEN ALL MONEY WOULD BE VESTED AND PAID OUT TO THE PARTICIPANT. OTHERWISE, VESTING WILL OCCUR ON JANUARY 1ST OF EACH YEAR FOR THE APPROPRIATE CLASS-YEAR VESTING PERIOD. THE COMMITTEE REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS. PART I, LINE 4C - SHARE OPTION PLAN: IN 2002, IN FULL COMPLIANCE WITH IRS RULES IN PLACE AT THAT TIME, NOVANT HEALTH, INC. ALLOWED CERTAIN SENIOR EXECUTIVES TO WAIVE THEIR RIGHTS TO EVENTUALLY RECEIVE BENEFITS UNDER THE ORGANIZATION'S SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) AND INSTEAD PARTICIPATE IN A SHARE OPTION PLAN UNDER WHICH THEY COULD OBTAIN OPTION GRANTS OF EQUIVALENT VALUE TO PURCHASE MUTUAL FUND SHARES. THE IRS RULES SUBSEQUENTLY CHANGED, AND ACCORDINGLY NO ADDITIONAL OPTIONS WERE GRANTED AFTER MAY 8, 2002. MR. WILES RETIRED IN 2011 AFTER 40 YEARS OF SERVICE TO THE ORGANIZATION. IN 2012, MR. WILES EXERCISED THE MAJORITY OF HIS OPTIONS UNDER THE SHARE OPTION PLAN, AS REPORTED ON NOVANT HEALTH'S 2012 FORM 990. IN 2016, MR. WILES EXERCISED ADDITIONAL OPTIONS UNDER THE PLAN AND RECEIVED $200,000 IN REPORTABLE COMPENSATION INCLUDED ON A FORM W-2 ISSUED TO MR. WILES. THIS TOTAL AMOUNT IS INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII OF THE FORM 990, AND IN COLUMN (B)(III) OF PART II OF SCHEDULE J OF THE FORM 990. A NORTH CAROLINA MED CARE COMMISSION 521309402 657902U91 2004-12-08 110000000 SEE PART VI 0 0 0 B NORTH CAROLINA MED CARE COMMISSION 521309402 657902V25 2004-12-08 25000000 SEE PART VI 0 0 0 C NORTH CAROLINA MED CARE COMMISSION 521309402 65821DMK4 2016-09-30 47455000 SEE PART VI 0 0 0 D NORTH CAROLINA MED CARE COMMISSION 521309402 000000000 2014-03-03 60195000 SEE PART VI 0 0 0 A 110000000 916056 109083944 2007 0 0 1 1 B 25000000 208194 24791806 2007 0 0 1 1 C 4050000 47455000 2016 1 0 1 1 D 11700000 60195000 2014 1 0 1 1 A 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 1 MERRILL LYNCH 28.300000000000 0 0 0 0 1 B 0 0 0 1 1 1 MERRILL LYNCH 28.300000000000 0 0 0 0 1 C 0 1 0 0 1 1 SEE PART VI 0 0 0 0 1 D 0 1 0 0 1 1 SEE PART VI 0 0 0 0 1 A 1 B 1 C 1 D 1 FORM 990, SCHEDULE K ENTITY 1 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE A: DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV, ENTITY 1, LINE 2C, COLUMN A: DATE OF LAST REBATE COMPUTATION DECEMBER 8, 2014 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE B: DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV, ENTITY 1, LINE 2C, COLUMN B: DATE OF LAST REBATE COMPUTATION DECEMBER 8, 2014 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE C: DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008A BONDS ISSUED 03/03/14 FORM 990, SCHEDULE K, PART IV, ENTITY 1, LINES 4B & 4C, COLUMN C: NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/03/14. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE D: DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008B BONDS ISSUED 03/23/11 FORM 990, SCHEDULE K, PART IV, ENTITY 1, LINES 4B & 4C, COLUMN D: NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K ENTITY 2 FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE A: DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008C BONDS ISSUED 03/23/11 FORM 990, SCHEDULE K, PART IV, ENTITY 2, LINES 4B & 4C, COLUMN A: NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE B: DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART II, ENTITY 2, LINE 3, COLUMN B: DIFFERENCE DUE TO INVESTMENT EARNINGS FORM 990, SCHEDULE K, PART IV, ENTITY 2, LINE 2C, COLUMN B: DATE OF LAST REBATE COMPUTATION OCTOBER 31, 2015 FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE C: DESCRIPTION OF PURPOSE (1) FINANCE THE VERTICAL EXPANSION OF PRESBYTERIAN HOSPITAL HUNTERSVILLE, THE VERTICAL EXPANSION OF PRESBYTERIAN HOSPITAL MATTHEWS, THE CONSTRUCTION AND EQUIPPING OF CLEMMONS MEDICAL CENTER, G-WING RENOVATIONS AT PRESBYTERIAN HOSPITAL AND MEDICAL, COMPUTER OFFICE AND CAPITAL EQUIPMENT AT PRESBYTERIAN HOSPITAL, PRESBYTERIAN HOSPITAL MATTHEWS AND PRESBYTERIAN HOSPITAL HUNTERSVILLE (2) REFUND A PORTION OF THE 2003A BONDS (3) REFUND A TAXABLE BANK LOAN AND (4) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART II, ENTITY 2, LINE 3, COLUMN C: DIFFERENCE DUE TO INVESTMENT EARNINGS FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE D: DESCRIPTION OF PURPOSE (1) FINANCE A 60 BED HOSPITAL IN HAYMARKET, VA (2) REFUND THE PRINCE WILLIAM HOSPITAL SERIES 2002 BONDS (3) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART II, ENTITY 2, LINE 3, COLUMN D: DIFFERENCE DUE TO INVESTMENT EARNINGS FORM 990, SCHEDULE K, PART III, LINE 3B: PRIVATE BUSINESS USE THE NOVANT HEALTH CARE SYSTEM HAS A LEGAL DEPARTMENT, MATERIALS MANAGEMENT DEPARTMENT AND A RESEARCH DEPARTMENT. THESE DEPARTMENTS REGULARLY REVIEW MANAGEMENT, SERVICE AND RESEARCH AGREEMENTS RELATED TO TAX-EXEMPT BOND FINANCED PROPERTY. OUTSIDE BOND COUNSEL CONDUCTS ADDITIONAL REVIEW AND DUE DILIGENCE WHEN ENGAGED FOR A BOND ISSUANCE OR REFUNDING PROJECT. A NORTH CAROLINA MED CARE COMMISSION 521309402 000000000 2014-03-03 40280000 SEE PART VI 0 0 0 B NORTH CAROLINA MED CARE COMMISSION 521309402 65821DFU0 2010-11-03 259620763 SEE PART VI 0 0 0 C NORTH CAROLINA MED CARE COMMISSION 521309402 65821DRK9 2013-05-07 161286657 SEE PART VI 0 0 0 D IND DEV AUTH COUNTY OF PRINCE WILLIAM 521325659 74176HAT2 2013-05-07 153845821 SEE PART VI 0 0 0 A 7680000 40280000 2014 1 0 1 1 B 259673777 2703029 17472178 239445557 2013 0 0 1 1 C 15340000 161291650 1248186 2872691 98928658 2014 1 1 1 1 D 3460000 153849391 1303430 417886 93665728 2014 1 0 1 1 B 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 1 SEE PART VI 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 1 0 0 0 0 0 0 1 D 0 1 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 COTSWOLD MEDICAL CLINIC (CMC) ENTITY OWNED > 35% BY THOMAS WOOLLEN, KEY EMPLOYEE 156511 THE FILING ORGANIZATION HAS A LEASE IN PLACE WITH CMC 0 SOLID ROCK PROPERTIES (SRP) ENTITY OWNED > 35% BY JOHN PHIPPS, FORMER KEY EMPLOYEE 110036 THE FILING ORGANIZATION HAS A LEASE IN PLACE WITH SRP 0 BLUE STAR PROPERTIES (BSP) ENTITY OWNED > 35% BY THOMAS D. NEILL, BOARD MEMBER 11595 THE FILING ORGANIZATION LEASED TRANSPORTATION SERVICES DURING THE YEAR FROM BSP 0 PETER BRUNSTETTER JR FAMILY MEMBER OF PETER BRUNSTETTER, KEY EMPLOYEE 72409 COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. 0 CHASE GARRETT FAMILY MEMBER OF DAVE GARRETT, KEY EMPLOYEE 57700 COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. 0 ASHLEY PARK-RICH FAMILY MEMBER OF DAVID PARK, KEY EMPLOYEE 28621 COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. 0 MARY PATEFIELD FAMILY MEMBER OF ARTHUR PATEFIELD, KEY EMPLOYEE 148625 COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. 0 ARTHUR J PATEFIELD JR FAMILY MEMBER OF ARTHUR PATEFIELD, KEY EMPLOYEE 71579 COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. 0 MELISSA P PHIPPS FAMILY MEMBER OF JOHN PHIPPS, FORMER KEY EMPLOYEE 283305 COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. 0 FORM 990, PART III, LINE 1: MISSION, VISION AND VALUES MISSION: NOVANT HEALTH EXISTS TO IMPROVE THE HEALTH OF COMMUNITIES, ONE PERSON AT A TIME. VISION: WE, THE NOVANT HEALTH TEAM, WILL DELIVER THE MOST REMARKABLE PATIENT EXPERIENCE, IN EVERY DIMENSION, EVERY TIME. VALUES: - COMPASSION: WE TREAT OUR CUSTOMERS AND THEIR FAMILIES, STAFF AND OTHER HEALTHCARE PROVIDERS AS FAMILY MEMBERS BY SHOWING THEM KINDNESS, PATIENCE, EMPATHY AND RESPECT. - DIVERSITY AND INCLUSION: WE RECOGNIZE THAT EVERY PERSON IS DIFFERENT, EACH SHAPED BY UNIQUE LIFE EXPERIENCES. THIS ENABLES US TO BETTER UNDERSTAND ONE ANOTHER AND OUR CUSTOMERS. BY ENGAGING THE STRENGTHS AND TALENTS OF EACH TEAM MEMBER, WE ENSURE A STRONG ORGANIZATION CAPABLE OF PROVIDING REMARKABLE HEALTHCARE TO OUR PATIENTS, FAMILIES AND COMMUNITIES. - PERSONAL EXCELLENCE: WE STRIVE TO GROW PERSONALLY AND PROFESSIONALLY, AND WE APPROACH EACH SERVICE OPPORTUNITY WITH A POSITIVE, FLEXIBLE ATTITUDE. HONESTY AND PERSONAL INTEGRITY GUIDE ALL THAT WE DO. - TEAMWORK: THE NEEDS AND EXPECTATIONS OF ANY ONE CUSTOMER ARE GREATER THAN THAT WHICH ONE PERSON'S SERVICE EFFORTS CAN SATISFY. WE SUPPORT EACH OTHER SO THAT TOGETHER AS A TEAM, WE CAN BE SUCCESSFUL IN THE EYE OF THE CUSTOMER AS A QUALITY SERVICE PROVIDER. - COURAGE: WE ACT BOLDLY IN MAKING THE CHANGES NECESSARY TO ACHIEVE OUR MISSION, VISION AND PROMISE OF DELIVERING REMARKABLE HEALTHCARE. OUR PEOPLE: WE ARE AN INCLUSIVE TEAM OF PURPOSE-DRIVEN PEOPLE INSPIRED AND UNITED BY OUR PASSION TO CARE FOR EACH OTHER, OUR PATIENTS AND OUR COMMUNITIES. OUR PROMISE TO PATIENTS: WE ARE MAKING YOUR HEALTHCARE EXPERIENCE REMARKABLE. WE WILL BRING YOU WORLD-CLASS CLINICIANS, CARE AND TECHNOLOGY - WHEN AND WHERE YOU NEED THEM. WE ARE REINVENTING THE HEALTHCARE EXPERIENCE TO BE SIMPLER, MORE CONVENIENT AND MORE AFFORDABLE, SO THAT YOU CAN FOCUS ON GETTING BETTER AND STAYING HEALTHY. FORM 990, PART I, LINE 6: THE NUMBER OF VOLUNTEERS REPORTED INCLUDES THOSE VOLUNTEERS SERVING AS BOARD MEMBERS. FORM 990, PI, L1: ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION OF A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS, AND OTHER HEALTHCARE SERVICE PROVIDERS (COLLECTIVELY KNOWN AS "NOVANT HEALTH"). NOVANT HEALTH CONSISTS OF NEARLY 1,500 PHYSICIANS AND 25,000 EMPLOYEES WHO MAKE HEALTHCARE REMARKABLE AT APPROXIMATELY 500 LOCATIONS, INCLUDING 14 MEDICAL CENTERS AND HUNDREDS OF OUTPATIENT FACILITIES AND PHYSICIAN CLINICS. HEADQUARTERED IN WINSTON-SALEM, NC, NOVANT HEALTH IS COMMITTED TO MAKING HEALTHCARE REMARKABLE FOR PATIENTS AND COMMUNITIES, SERVING MORE THAN 4 MILLION PATIENTS ANNUALLY. DIVERSITY MBA HAS RECOGNIZED THE ORGANIZATION AS ONE OF THE 50 BEST PLACES FOR WOMEN AND MANAGERS OF DIVERSE BACKGROUNDS TO WORK AND SK&A RANKS NOVANT HEALTH AMONG THE TOP 25 INTEGRATED HEALTH SYSTEMS IN THE NATION. IN 2016, THE NOVANT HEALTH SYSTEM REPORTED $4.3 BILLION IN REVENUES. GENERAL INFORMATION NOVANT HEALTH, INC. EXISTS TO SUPPORT THE HEALTHCARE SYSTEM AND DOES SO BY PROVIDING OVERALL STRATEGIC PLANNING, CENTRALIZED ADMINISTRATIVE SUPPORT, AND THE COORDINATION OF SYSTEM-WIDE ACTIVITIES. WE EXIST TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. WE ACCOMPLISH THAT MISSION BY PROVIDING AND SUPPORTING EXCELLENT HEALTHCARE FACILITIES AND PHYSICIAN PRACTICES, AND BY MAKING A COMMITMENT TO COMMUNITY OUTREACH AND SERVICE, INCLUDING THE PROVISION OF PROGRAMS THAT SERVE OUR PATIENTS, NEIGHBORS, AND OUR COMMUNITIES' MOST VULNERABLE CITIZENS. IN ADDITION TO OUR QUALITY AND COMPREHENSIVE CATEGORIES OF SERVICES, WE'RE VERY PROUD OF OUR PATIENT FINANCIAL ASSISTANCE PROGRAM. WE WORK WITH PATIENTS TO HELP QUALIFY THEM FOR PUBLIC ASSISTANCE, ESTABLISH A REASONABLE PAYMENT PLAN, DISCOUNT THEIR BILL OR PROVIDE FREE CARE FOR THOSE THAT QUALIFY FOR FINANCIAL ASSISTANCE. COMMUNITY OUTREACH NOVANT HEALTH PROVIDES HUNDREDS OF PROGRAMS THAT SERVE PATIENTS, NEIGHBORS, AND SOME OF OUR COMMUNITIES' MOST VULNERABLE CITIZENS. WE PROVIDE FINANCIAL ASSISTANCE FOR THE UNINSURED, SERVICES TO INDIVIDUALS WITH MEDICAID COVERAGE REIMBURSED AT LESS THAN COST, COMMUNITY HEALTH EDUCATION, SUBSIDIZED SERVICES (MEDICAL SERVICES THAT LOSE MONEY BUT ARE IMPORTANT TO COMMUNITY HEALTH), SUPPORT GROUPS, OUTREACH SERVICES, COMMUNITY EVENTS, AND HEALTH SCREENINGS. IN ADDITION, WE PARTICIPATE IN MEDICAL RESEARCH, ACADEMIC HEALTH PROGRAMS, AND PARTNERSHIPS WITH A DIVERSE GROUP OF ORGANIZATIONS TO PROVIDE OTHER COMMUNITY INITIATIVES. WE ASSIST OUR COMMUNITIES IN OTHER WAYS AS WELL; FOLLOWING ARE JUST A FEW EXAMPLES: - AS ACTIVE MEMBERS IN THE COMMUNITY, NOVANT HEALTH FORSYTH MEDICAL CENTER AND NOVANT HEALTH KERNERSVILLE MEDICAL CENTER REGULARLY HOSTED GENERAL HEALTH EDUCATION SESSIONS THROUGHOUT THE YEAR. IN 2016, 323 FREE EDUCATIONAL EVENTS SERVED 5,886 INDIVIDUALS. EVENT LOCATIONS RANGED FROM NOVANT HEALTH CAMPUSES TO PUBLIC SCHOOLS, SENIOR CENTERS, CORPORATIONS, CHURCHES, AND COMMUNITY VENUES. - NOVANT HEALTH MATTHEWS MEDICAL CENTER CONTINUED TO EXPAND ITS PARTNERSHIP WITH UNION COUNTY PUBLIC SCHOOLS IN 2016. CERTIFIED ATHLETIC TRAINERS WERE SUPPLIED TO ALL 10 LOCAL PUBLIC HIGH SCHOOLS AND WERE AVAILABLE DURING THE WEEK FOR PHYSICAL EVALUATIONS, AS WELL AS AT GAMES AND PRACTICES FOR ACUTE ONSITE MEDICAL ATTENTION. IN ADDITION TO TRAINERS, NOVANT HEALTH MATTHEWS MEDICAL CENTER PROVIDES A TELEMEDICINE PROGRAM TO THE UNION COUNTY SCHOOL NURSES IN THE ELEMENTARY, MIDDLE, AND HIGH SCHOOLS. EACH NURSE HAS AN IPAD WHERE THEY CAN CONTACT A NOVANT HEALTH PHYSICIAN FOR A VIDEO CHAT IF THEY HAVE A QUESTION OR MEDICAL ISSUE THEY NEED TO DISCUSS. THE HOSPITAL ALSO HOSTED A "BACK TO SCHOOL" TRAINING DAY FOR SCHOOL NURSES WHERE THEY LEARNED BASIC LIFE SUPPORT AND CPR TRAINING AND PARTICIPATED IN PHYSICIAN LED CONCUSSION TRAINING AND TRACHEOSTOMY CARE EDUCATION. ADDITIONALLY, "EDUCATION DAYS" WERE HELD THROUGHOUT THE YEAR PROVIDING THE NURSES TRAINING ON EMERGENCY USE OF THE EPI-PEN AND MENTAL DISORDERS IN ADOLESCENTS. - AFFILIATED WITH NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER, THE NOVANT HEALTH COMMUNITY CARE CRUISER PROVIDES FREE IMMUNIZATIONS TO UNINSURED AND DISADVANTAGED CHILDREN IN MECKLENBURG COUNTY. THE 38-FOOT CRUISER TRAVELS TO SCHOOLS, CHURCHES AND COMMUNITY FUNCTIONS TO PROVIDE NECESSARY AND REQUIRED IMMUNIZATIONS TO AT-RISK CHILDREN WITH THE GOAL OF KEEPING THEM HEALTHY AND IN SCHOOL. - THE WOMEN'S COUNCIL OF NOVANT HEALTH FOUNDATION FORSYTH MEDICAL CENTER HAS A MISSION TO ENGAGE COMMUNITY WOMEN IN RAISING THE STANDARD FOR WOMEN'S HEALTHCARE AND EXPANDING HEALTHCARE OPPORTUNITIES FOR ALL WOMEN, REGARDLESS OF THEIR ECONOMIC CIRCUMSTANCES. IN 2016, THE COUNCIL PROVIDED MORE THAN $50,000 IN GRANTS TO FUND MEDICATION AND TRANSPORTATION SUPPORT FOR WOMEN BATTLING GYNECOLOGIC CANCER; FUNDING FOR A PART-TIME LICENSED CLINICAL SOCIAL WORKER AT NOVANT HEALTH TODAY'S WOMAN; AND EQUIPMENT FOR FORSYTH CONNECTS, A HOME VISIT PROGRAM FOR NEW MOTHERS RESIDING IN FORSYTH COUNTY. THROUGH THESE GRANTS, THE WOMEN'S COUNCIL HAS PROVIDED APPROXIMATELY $475,000 IN SUPPORT SINCE 2008. - IN 2016, NOVANT HEALTH ROWAN MEDICAL CENTER FUNDED A MOBILE FARMER'S MARKET TO HELP BRING HEALTHY FOOD CHOICES TO THOSE LIVING IN RURAL OR IMPOVERISHED AREAS, A SENIOR MEN'S AND WOMEN'S HEALTH CLUB AIMED AT ENGAGING SENIORS IN THEIR HEALTH AND WELLNESS, AND REWORKED OUR FIT FOR MOTION PROGRAM FOR AREA THIRD GRADERS TO TEACH CHILDREN AND THEIR FAMILIES HOW TO STAY ACTIVE AND EAT HEALTHY. FORM 990, PART I, LINE 1 NEW TECHNOLOGY & SERVICES IN 2016, NOVANT HEALTH FACILITIES CONTINUED THEIR RELENTLESS FOCUS ON DELIVERING A REMARKABLE PATIENT EXPERIENCE AND LOOKED FOR INNOVATIVE WAYS TO DELIVER EXPANDED ACCESS TO CARE, AND EASE NAVIGATION OF THE HEALTHCARE SYSTEM. NOVANT HEALTH CONTINUED ITS ROLLOUT OF THE ELECTRONIC HEALTH RECORD (EHR), INVESTING MORE THAN $600 MILLION TO DATE. TWO OF THE FINAL THREE MEDICAL CENTERS WERE CONVERTED FROM PAPER-BASED RECORDS TO THE EHR IN 2016, INCLUDING NOVANT HEALTH UVA HEALTH SYSTEM PRINCE WILLIAM MEDICAL CENTER AND NOVANT HEALTH UVA HEALTH SYSTEM HAYMARKET MEDICAL CENTER. CLINICIANS CAN NOW SHARE PATIENTS' MEDICAL INFORMATION BETWEEN PHYSICIAN OFFICES, OUTPATIENT CENTERS, AND HOSPITALS. THIS SHARING OF INFORMATION IMPROVES SAFETY AND COORDINATION OF CARE AND PROMOTES CONNECTIVITY AND COMMUNICATION BETWEEN HOSPITAL CAREGIVERS, SPECIALISTS AND PRIMARY CARE PROVIDERS. EMBARKING ON THE JOURNEY TO CREATE A SHARED EHR IS THE MOST SIGNIFICANT AND IMPORTANT INVESTMENT NOVANT HEALTH HAS EVER MADE FOR ITS PATIENTS AND TEAM MEMBERS. IN ADDITION TO GROWTH INITIATIVES, NOVANT HEALTH HAS FOCUSED ON MAKING HEALTHCARE MORE CONVENIENT AND EASIER TO ACCESS. VIDEO VISITS ALLOW PATIENTS TO CONNECT WITH THEIR HEALTHCARE PROVIDERS FROM THE COMFORT OF THEIR HOMES OR OFFICES. USED FOR NON-EMERGENT HEALTH CONCERNS, VIDEO VISITS WORK BEST FOR PATIENTS NEEDING CHRONIC DISEASE MANAGEMENT OR FOLLOW-UP CARE WITHOUT A PHYSICAL EXAM. TELEMEDICINE ENABLES US TO DELIVER HIGH-LEVEL CLINICAL CARE ANYWHERE BY CONNECTING SMALLER HOSPITALS WITH SPECIALISTS LOCATED IN OUR MAJOR MEDICAL CENTERS. THROUGH THE ELECTRONIC HEALTH RECORD, NOVANT HEALTH OFFERS A SECURE PATIENT PORTAL ("MYCHART") THAT GIVES PATIENTS DIRECT ACCESS TO THEIR MEDICAL RECORDS ONLINE AND THROUGH OUR MOBILE APP. THROUGH THIS FREE ONLINE TOOL PATIENTS CAN COMMUNICATE WITH THE PHYSICIANS VIA EMAIL, SCHEDULE APPOINTMENTS AND REFILL PRESCRIPTIONS. BY THE END OF 2016, MORE THAN 678,000 PATIENTS WERE ENROLLED IN MYCHART AND OVER 88,000 PATIENT APPOINTMENTS WERE SCHEDULED WITH MEDICAL GROUP PROVIDERS THROUGH "MYCHART" OVER THE 12 MONTH PERIOD. IN 2016, NOVANT HEALTH CONTINUED ITS USE OF E-VISITS AND VIDEO VISITS, WHICH PROVIDED PATIENTS WITH OTHER OPTIONS FOR CARE AT AN AFFORDABLE PRICE. MORE THAN 14,800 E-VISITS WERE CONDUCTED BY THE END OF 2016. AS A RESULT OF THESE EFFORTS, NOVANT HEALTH ACHIEVED A 'WORLD'S FIRST' MILESTONE WHEN WE BECAME THE FIRST HEALTH SYSTEM TO BE REVALIDATED FOR THE HEALTH INFORMATION AND MANAGEMENT SYSTEMS SOCIETY (HIMSS) ANALYTICS STAGE 7 AMBULATORY AWARD FOR OUR USE OF AN EHR. NOVANT HEALTH IS A LEADING HEALTHCARE ORGANIZATION, DEDICATED TO DELIVERING REMARKABLE HEALTHCARE AND IMPROVING ACCESS AND CONVENIENCE ACROSS FOUR STATES. HOSPITALS RANGE FROM METROPOLITAN TERTIARY MEDICAL CENTERS TO SMALL, COMMUNITY HOSPITALS IN RURAL AREAS. OTHER NOVANT HEALTH FACILITIES AND PROGRAMS INCLUDE PHYSICIAN PRACTICES, OUTPATIENT SURGERY CENTERS, IMAGING CENTERS, MEDICAL PLAZAS, AND REHABILITATION PROGRAMS. COMMUNITY BENEFIT REPORT HTTPS://WWW.NOVANTHEALTH.ORG/HOME/ABOUT-US/COMPANY- INFORMATION/FINANCIAL-PROFILE/COMMUNITY-BENEFIT-REPORT.ASPX THE COMMUNITY BENEFIT REPORT PREPARED BY NOVANT HEALTH IS A SYSTEM-WIDE REPORT THAT INCLUDES QUALITATIVE AND QUANTITATIVE INFORMATION. PLEASE NOTE THAT THE NUMERIC DATA IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES. IT SHOULD NOT BE RELIED UPON AS THE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT REPORT, ITS COMMUNITY HEALTH NEEDS ASSESSMENT OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY. IN THIS REPORT, THE NOVANT HEALTH SYSTEM'S COMMUNITY BENEFIT WAS APPROXIMATELY $725,000,000, INCLUDING $122,000,000 IN FINANCIAL ASSISTANCE FOR 2016. FORM 990, PART VI, SECTION A, LINE 2 FORM 990, PART VI, SECTION A, LINE 2: FAMILY AND/OR BUSINESS RELATIONSHIPS BUSINESS RELATIONSHIP CARL ARMATO ARTHUR PATEFIELD PATRICK EASTERLING BUSINESS RELATIONSHIP CARL ARMATO FRED HARGETT PETER BRUNSTETTER WAYNE MORGAN ROBERT STOLZ BUSINESS RELATIONSHIP CARL ARMATO FRED HARGETT PETER BRUNSTETTER TOM ZWENG JOHN PHIPPS OPHELIA GARMON-BROWN CHERE GREGORY BUSINESS RELATIONSHIP CARL ARMATO FRED HARGETT JESSE CURETON JACQUELINE DANIELS FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, SECTION B, LINE 11: ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE AUDIT AND COMPLIANCE COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES ("THE COMMITTEE") HAS RESPONSIBILITY FOR OVERSEEING THE ORGANIZATION'S TAX MATTERS. THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE COMMITTEE. THE COMMITTEE IS THE REVIEW BODY FOR ALL OF THE FORM 990S FILED FOR ORGANIZATIONS WITHIN THE NOVANT HEALTH SYSTEM. THE COMMITTEE MEETS BEFORE THE FORM 990S ARE FILED WITH THE IRS AND AFTER ALL BOARD MEMBERS HAVE RECEIVED A COPY OF THE FORM 990 AND A SUMMARY OF ITS CONTENTS. THE VICE PRESIDENT OF TAX AND LEGAL COUNSEL ATTEND THE MEETING TO ANSWER ANY QUESTIONS AND ADDRESS ANY SIGNIFICANT DISCLOSURES WITHIN THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, SECTION B, LINE 12C: MONITORING AND ENFORCEMENT OF COI THE ORGANIZATION'S TRUSTEE CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, PRINCIPAL OFFICERS OR MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS INCLUDING ANY APPLICABLE DISREGARDED ENTITIES. ALL TRUSTEES ARE SENT AN ANNUAL DISCLOSURE QUESTIONNAIRE. THE TRUSTEE ANNUAL DISCLOSURE QUESTIONNAIRES ARE REVIEWED BY THE COMPLIANCE DEPARTMENT. WITH RESPECT TO PARTICULAR TRANSACTIONS THAT COME BEFORE THE BOARD, THE CONFLICT OF INTEREST POLICY WOULD BE FOLLOWED. THE POTENTIAL CONFLICT OF INTEREST WOULD BE DISCLOSED BY THE BOARD MEMBER BEFORE A VOTE ON THE TRANSACTION AND THE REST OF THE BOARD WOULD DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF THE REST OF THE BOARD DETERMINED THAT A CONFLICT OF INTEREST EXISTED THEN THE BOARD MEMBER WITH THE CONFLICT OF INTEREST WOULD NOT PARTICIPATE IN THE DELIBERATIONS AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A: COMPENSATION PROCESS FOR TOP OFFICIAL NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTHCARE SYSTEM COLLECTIVELY REFERRED TO AS "NOVANT HEALTH." INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH, INC. BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS OF COMPENSATION AND BENEFITS FOR NOVANT HEALTH, INC.'S CEO. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT AND USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS TO ENSURE THAT TOTAL COMPENSATION INCLUDING BENEFITS IS REASONABLE. THE COMMITTEE REVIEWS AND APPROVES CEO COMPENSATION AND BENEFITS ANNUALLY, CONSISTENT WITH THE WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY OF NOVANT HEALTH, AND IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THEREBY ASSURING THAT TOTAL COMPENSATION AND BENEFITS PROVIDED IS REASONABLE. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OFFICERS NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTHCARE SYSTEM COLLECTIVELY REFERRED TO AS "NOVANT HEALTH." INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH, INC. BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS OF COMPENSATION AND BENEFITS FOR CERTAIN EXECUTIVES ("EXECUTIVES") SERVING AS OFFICERS OR KEY EMPLOYEES FOR NOVANT HEALTH ENTITIES. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT AND USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS TO ENSURE THAT TOTAL COMPENSATION AND BENEFITS FOR EACH EXECUTIVE IS REASONABLE FOR THAT EXECUTIVE'S POSITION. THE COMMITTEE REVIEWS AND APPROVES EXECUTIVE COMPENSATION AND BENEFITS ANNUALLY, CONSISTENT WITH THE WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY OF NOVANT HEALTH, AND IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THEREBY ASSURING THAT TOTAL COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE IS REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS DISCLOSURE THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAINING ALL ORGANIZATIONS IN THE NOVANT HEALTH SYSTEM ARE POSTED TO THE NOVANT HEALTH WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION A, COLUMN B: RELATED ORGANIZATIONS THE ORGANIZATION EMPLOYS CERTAIN EXECUTIVES WHOSE ROLES ARE SUCH THAT THEY PROVIDE SERVICES TO NOT ONLY THE ORGANIZATION, BUT ALSO TO SOME OR ALL OF THE OTHER TAX-EXEMPT ORGANIZATIONS WITHIN THE HEALTHCARE SYSTEM. FOR EXAMPLE, MANY OF THESE EXECUTIVES' ROLES FOCUS ON PARTICULAR SERVICE LINES WHICH CROSS THE VARIOUS GEOGRAPHIC MARKETS OUR ORGANIZATIONS SERVE, THUS THE SERVICES PROVIDED BY THESE EXECUTIVES MAY BENEFIT AND BE RECEIVED BY MULTIPLE ORGANIZATIONS WITHIN THE SYSTEM. THE EXECUTIVES DO NOT ALLOCATE THEIR HOURS BETWEEN THE VARIOUS ORGANIZATIONS, BUT RATHER THEIR TIME SPENT ON SERVICES TO THE ORGANIZATION IS INCLUSIVE OF SERVICES TO ALL OF THE ORGANIZATIONS THEY SERVE WITHIN THE SYSTEM. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 27,765,396. MANAGEMENT AND GENERAL EXPENSES 3,743,224. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,508,620. CONSULTING FEES: PROGRAM SERVICE EXPENSES 40,200,040. MANAGEMENT AND GENERAL EXPENSES 5,419,615. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,619,655. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 6,387,663. MANAGEMENT AND GENERAL EXPENSES 861,160. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,248,823. RECRUITMENT: PROGRAM SERVICE EXPENSES 1,411,036. MANAGEMENT AND GENERAL EXPENSES 190,230. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,601,266. TRANSCRIPTION SERVICES : PROGRAM SERVICE EXPENSES 58,592. MANAGEMENT AND GENERAL EXPENSES 7,899. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,491. FOOD SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,041,249. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,041,249. FORM 990, PART IX, LINE 6: COMPENSATION OF DISQUALIFIED PERSONS THE AMOUNTS REPORTED HERE INCLUDE AMOUNTS ATTRIBUTABLE TO DISQUALIFIED PERSONS (DQP) AS DEFINED IN THE INSTRUCTIONS, BUT NOW ALSO INCLUDES AMOUNTS ATTRIBUTABLE TO INDIVIDUALS THAT MAY NOT DEFINITIVELY BE CONSIDERED DQPS UNDER THE 4958 RULES. WE HAVE OPTED TO TAKE A MORE EXPANSIVE APPROACH AS TO WHO MAY BE CONSIDERED A DQP AND REPORT THEM HERE AS WELL. FORM 990, PART XI, LINE 9: PARTNERSHIPS: 1,230,988. MEANINGFUL USE: 935,468. INVESTMENT ADJUSTMENT: 139,603. AFFILIATE TRANSFERS: -199,749,748. FASB/ACCOUNTING CHANGES: 34,891,422. MALPRACTICE INSURANCE: -337,894. DERIVATIVES/SWAP: 5,565,473. DISTRIBUTIONS: 2,206,571. TRANSFER OF CAPITAL: -7,129,993. SUBPART F (TRINOVA) 280,626. ROUNDING: 1. 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