CAROMONT MEDICAL GROUP INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAROMONT MEDICAL GROUP INC (EIN 56-1479712)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-01
- IRS object ID
- 201501219349300515
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-01T09:36:37-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561479712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROMONT MEDICAL GROUP INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 7048342000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 COURT DRIVE PO BOX 1747 | AddressLine1 |
| City | GASTONIA | City |
| State | NC | State |
| ZIP Code | 280531747 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID O'CONNOR | PersonNm |
| Person Title | EVP, CFO | PersonTitleTxt |
| Phone | 7048342000 | PhoneNum |
| Signature | 2015-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY BIBBY | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID O'CONNOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 COURT DRIVE PO BOX 1747 | AddressLine1 |
| City | GASTONIA | City |
| State | NC | State |
| ZIP Code | 280531747 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $111,075,217 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CAROMONT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE EXCEPTIONAL HEALTH CARE TO THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 834 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,293 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $87,106,169 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $92,461,244 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,323,993 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,718,649 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,333,958 | PYOtherRevenueAmt |
| CY Other Revenue | $3,068,263 | CYOtherRevenueAmt |
| PY Total Revenue | $92,789,413 | PYTotalRevenueAmt |
| CY Total Revenue | $99,248,156 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,800 | 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 | $79,985,121 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $79,780,100 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,464,613 | PYOtherExpensesAmt |
| CY Other Expenses | $31,993,979 | CYOtherExpensesAmt |
| PY Total Expenses | $105,454,534 | PYTotalExpensesAmt |
| CY Total Expenses | $111,774,079 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,665,121 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$12,525,923 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,766,218 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,089,441 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,224,707 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,029,156 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,541,511 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,060,285 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE EXCEPTIONAL HEALTH CARE TO THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $106,418,644 | ExpenseAmt |
| Revenue | $92,461,244 | RevenueAmt |
| Desc | SEE SCHEDULE O.CAROMONT MEDICAL GROUP OWNS AND OPERATES A NETWORK OF OVER 40 PRIMARY CARE AND SPECIALTY PHYSICIAN PRACTICES AND THREE URGENT CARE CENTERS. IT EMPLOYS OVER 170 PHYSICIANS AND OVER 60 ADVANCED PRACTITIONERS IN TWENTY-THREE DIFFERENT SPECIALTIES. IN FISCAL YEAR 2014, THE MEDICAL GROUP PROVIDED OVER 490,000 PATIENT VISITS. CAROMONT MEDICAL GROUP IS COMMITTED TO PROVIDING HIGH QUALITY CARE TO ITS PATIENTS. 100% OF ITS PRIMARY CARE PRACTICES HAVE BEEN RECOGNIZED AS A LEVEL 3 PATIENT-CENTERED MEDICAL HOME. THIS HIGHEST LEVEL OF RECOGNITION AVAILABLE TO PRIMARY CARE PRACTICES BY THE NATIONAL CENTER FOR QUALITY ASSURANCE (NCQA) IDENTIFIES PRACTICES THAT EMPHASIZE CARE COORDINATION AND COMMUNICATION TO IMPROVE QUALITY OUTCOMES FOR THEIR PATIENTS. IN ADDITION, OVER HALF OF THE SPECIALTY PHYSICIAN PRACTICES HAVE BEEN RECOGNIZED AS A LEVEL 3 PHYSICIAN PRACTICE CONNECTIONS. THIS HIGHEST LEVEL OF RECOGNITION AVAILABLE TO SPECIALTY PRACTICES BY THE NCQA IDENTIFIES PRACTICES THAT USE SYSTEMATIC PROCESSES AND INFORMATION TECHNOLOGY TO IMPROVE THE QUALITY OF PATIENT CARE. CAROMONT MEDICAL GROUP IS ACTIVE IN ITS COMMUNITIES IN A NUMBER OF WAYS. THE PRACTICES MAKE MONETARY AND IN-KIND CONTRIBUTIONS TO COMMUNITY NON-PROFIT ORGANIZATIONS, PHYSICIANS AND STAFF VOLUNTEER AT COMMUNITY EVENTS AND HEALTH FAIRS, AND LEADERS SERVE ON COMMUNITY BOARDS. CAROMONT MEDICAL GROUP ALSO INVESTS IN THE FUTURE OF HEALTH CARE BY OFFERING OPPORTUNITIES TO ADVANCE THE EDUCATION OF LOCAL HEALTH CARE STUDENTS THROUGH PRECEPTORSHIP PROGRAMS FOR COLLEGE STUDENTS, JOB SHADOWING PROGRAMS FOR HIGH SCHOOL STUDENTS, AND MENTORSHIP PROGRAMS. | Desc |
| Total Program Service Expenses | $106,418,644 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 167 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 834 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID O'CONNOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7048342000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 COURT DRIVE | AddressLine1 |
| City | GASTONIA | City |
| State | NC | State |
| ZIP Code | 28054 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| SHEILA REILLY PHD | |||||||||
| CHAIRMAN 2013 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR SPURGEON MACKIE | |||||||||
| CHAIRMAN 2014 | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MR DONNIE LOFTIS | |||||||||
| DIRECTOR 2013 | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MS SUSIE BROWN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ROBERT CROUCH | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG LUCKETT | |||||||||
| CEO/PRESIDENT | 1.00 | 49.00 | Yes (X) | $0 | $712,139 | $129,918 | |||
| DAVID O'CONNOR | |||||||||
| EVP/CFO/ASST. TREASURER | 1.00 | 49.00 | Yes (X) | $0 | $475,002 | $98,510 | |||
| MARIA LONG | |||||||||
| EVP CHIEF LEGAL OFFICER/ASST. SECRETARY | 1.00 | 49.00 | Yes (X) | $0 | $381,516 | $72,932 | |||
| DR MICHAEL R TAMBERELLA | |||||||||
| PHYSCIAN | 40.00 | $816,566 | $0 | $30,154 | Yes (X) | ||||
| DR OMER L SHEDD | |||||||||
| PHYSCIAN | 40.00 | $798,039 | $0 | $28,292 | Yes (X) | ||||
| DR DUSTIN P LETTS | |||||||||
| PHYSCIAN | 40.00 | $876,357 | $0 | $29,772 | Yes (X) | ||||
| DR JAMES P GREELISH | |||||||||
| PHYSCIAN | 40.00 | $1,266,390 | $0 | $32,545 | Yes (X) | ||||
| DR MARK A THOMPSON | |||||||||
| PHYSCIAN | 40.00 | $702,395 | $0 | $32,676 | Yes (X) | ||||
| RANDALL L KELLEY | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $690,063 | $48,062 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,459,747 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,258,720 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $502,861 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 138 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ATHENA HEALTH INC | |||||
| 311 ARSENAL STREET | WATERTOWN | MA | 02472 | PHYSICIAN MANAGEMENT APPLICATION SYSTEMS | $4,177,299 |
| COGENT HEALTHCARE OF NORTH CAROLINA PC | |||||
| 5410 MARYLAND WAY SUITE 300 | BRENTWOOD | TN | 37027 | HOSPITAL PHYSICIAN SERVICES | $1,736,000 |
| WEATHERBY LOCUMS INC | |||||
| 5003 SOUTH MIAMI BLVD | DURHAM | NC | 27703 | LOCUM TENENS | $776,018 |
| MEDICUS CONSULTING SERVICES LLC | |||||
| 7 INDUSTRIAL WAY UNIT 5 | SALEM | NC | 03079 | LOCUM TENENS | $697,757 |
| OPTIMED HOSPITALISTS PLLC | |||||
| 557 BROOKDALE DRIVE | STATESVILLE | NC | 28677 | HOSPITAL PHYSICIAN SERVICES | $606,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVI | Desc |
| Business | 621400 | BusinessCd |
| Total Revenue Column | $92,461,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,461,244 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $92,461,244 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $781,626 | TotalRevenueColumnAmt |
| Exclusion | $781,626 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,764,084 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,682,409 | SecuritiesAmt |
| Other | $144,652 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,081,675 | SecuritiesAmt |
| Other | -$144,652 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,937,023 | TotalRevenueColumnAmt |
| Exclusion | $2,937,023 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 621400 | $1,931,253 | $1,931,253 |
| MEANINGFUL USE | 900099 | $1,099,953 | $1,099,953 |
| MANAGEMENT FEE INCOME | 561000 | $37,057 | $37,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,068,263 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,248,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,461,244 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,786,912 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,126,837 | TotalAmt |
| Program Services | $64,767,655 | ProgramServicesAmt |
| Management And General | $3,359,182 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,219,708 | TotalAmt |
| Program Services | $2,028,263 | ProgramServicesAmt |
| Management And General | $191,445 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,938,958 | TotalAmt |
| Program Services | $5,403,527 | ProgramServicesAmt |
| Management And General | $535,431 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,494,597 | TotalAmt |
| Program Services | $3,305,464 | ProgramServicesAmt |
| Management And General | $189,133 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,975 | TotalAmt |
| Program Services | $6,975 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,126,152 | TotalAmt |
| Program Services | $4,657,437 | ProgramServicesAmt |
| Management And General | $468,715 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,356 | TotalAmt |
| Program Services | $57,748 | ProgramServicesAmt |
| Management And General | $4,608 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,709,619 | TotalAmt |
| Program Services | $2,610,351 | ProgramServicesAmt |
| Management And General | $99,268 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,076,758 | TotalAmt |
| Program Services | $5,826,421 | ProgramServicesAmt |
| Management And General | $250,337 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,473 | TotalAmt |
| Program Services | $53,416 | ProgramServicesAmt |
| Management And General | $41,057 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3 | TotalAmt |
| Program Services | $3 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,586,766 | TotalAmt |
| Program Services | $1,382,706 | ProgramServicesAmt |
| Management And General | $204,060 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,502,222 | TotalAmt |
| Program Services | $1,490,023 | ProgramServicesAmt |
| Management And General | $12,199 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL SUPPLIES | $10,487,235 | $10,487,235 |
| BAD DEBT | $4,185,613 | $4,185,613 |
| BIOMED | $155,807 | $155,807 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,774,079 | TotalAmt |
| Program Services | $106,418,644 | ProgramServicesAmt |
| Management And General | $5,355,435 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,435 | BOYAmt |
| EOY | $1,320,286 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,265,023 | BOYAmt |
| EOY | $7,258,071 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,735 | BOYAmt |
| EOY | $710,954 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,497 | BOYAmt |
| EOY | $189,294 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,400,582 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,260,938 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,124,312 | BOYAmt |
| EOY | $13,139,644 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,679,518 | BOYAmt |
| EOY | $38,398,441 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,523,153 | BOYAmt |
| EOY | $3,448,153 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,545 | BOYAmt |
| EOY | $624,598 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,766,218 | BOYAmt |
| EOY | $65,089,441 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,224,707 | BOYAmt |
| EOY | $10,029,156 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,224,707 | BOYAmt |
| EOY | $10,029,156 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,541,511 | BOYAmt |
| EOY | $55,060,285 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,541,511 | BOYAmt |
| EOY | $55,060,285 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,766,218 | BOYAmt |
| EOY | $65,089,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$12,525,923 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,044,697 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $25,293 | CurrentTaxYearMinus1YearAmt |
| Total | $25,293 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,579,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,250,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,855,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,106,169 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,461,244 | CurrentTaxYearAmt |
| Total | $418,253,083 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,032,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $655,676 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,161,305 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,333,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,068,263 | CurrentTaxYearAmt |
| Total | $8,252,053 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,612,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,905,853 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,016,804 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,465,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,529,507 | CurrentTaxYearAmt |
| Total | $426,530,429 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $426,530,429 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,471,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,701,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,457,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,435,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $781,626 | CurrentTaxYearAmt |
| Total | $6,847,618 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,471,631 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,701,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,457,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,435,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $781,626 | CurrentTaxYearAmt |
| Total | $6,847,618 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78,084,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,607,265 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $91,474,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,900,834 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,311,133 | CurrentTaxYearAmt |
| Total | $433,378,047 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98420 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98270 | PublicSupportPY509Pct |
| Investment Income CY | 0.01580 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01730 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,620,218 | OtherCostOrOtherBasisAmt |
| Book Value | $2,620,218 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,445,239 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,619,077 | DepreciationAmt |
| Book Value | $6,826,162 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $219,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,379 | DepreciationAmt |
| Book Value | $204,686 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,116,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,627,482 | DepreciationAmt |
| Book Value | $3,488,578 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,139,644 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $97,983,950 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,044,697 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,271,846 | OtherRevenueAmt |
| Revenue Not Reported | -$1,227,149 | RevenueNotReportedAmt |
| Revenue Subtotal | $99,211,099 | RevenueSubtotalAmt |
| Other Revenues Not Included | $37,057 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $37,057 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $99,248,156 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $107,465,176 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$37,057 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$37,057 | ExpensesNotReportedAmt |
| Expenses Subtotal | $107,502,233 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,271,846 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,271,846 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $111,774,079 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE SYSTEM IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE SYSTEM HAS DETERMINED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2014 AND 2013, RESPECTIVELY. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2011 REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT -4,185,613. INVESTMENT MANAGEMENT FEES NETTED WITH REVENUE -86,233. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEE INCOME NET WITH FEES EXPENSE 37,057. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | MANAGEMENT FEE INCOME NET WITH FEES EXPENSE -37,057. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT 4,185,613. INVESTMENT MANAGEMENT FEES 86,233. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUG LUCKETT | ||||||||||||||
| CEO/PRESIDENT | $0 | $590,205 | $0 | $121,154 | $0 | $780 | $0 | $113,546 | $0 | $16,372 | $0 | $842,057 | $0 | $0 |
| DAVID O'CONNOR | ||||||||||||||
| EVP/CFO/ASST. TREASURER | $0 | $362,570 | $0 | $111,268 | $0 | $1,164 | $0 | $82,348 | $0 | $16,162 | $0 | $573,512 | $0 | $0 |
| MARIA LONG | ||||||||||||||
| EVP CHIEF LEGAL OFFICER/ASST. SECRET | $0 | $294,902 | $0 | $85,720 | $0 | $894 | $0 | $70,934 | $0 | $1,998 | $0 | $454,448 | $0 | $0 |
| DR MICHAEL R TAMBERELLA | ||||||||||||||
| PHYSCIAN | $583,876 | $0 | $232,690 | $0 | $0 | $0 | $12,911 | $0 | $17,243 | $0 | $846,720 | $0 | $0 | $0 |
| DR OMER L SHEDD | ||||||||||||||
| PHYSCIAN | $536,458 | $0 | $261,581 | $0 | $0 | $0 | $11,273 | $0 | $17,019 | $0 | $826,331 | $0 | $0 | $0 |
| DR DUSTIN P LETTS | ||||||||||||||
| PHYSCIAN | $570,801 | $0 | $305,556 | $0 | $0 | $0 | $12,607 | $0 | $17,165 | $0 | $906,129 | $0 | $0 | $0 |
| DR JAMES P GREELISH | ||||||||||||||
| PHYSCIAN | $1,007,840 | $0 | $44,550 | $0 | $214,000 | $0 | $14,617 | $0 | $17,928 | $0 | $1,298,935 | $0 | $0 | $0 |
| DR MARK A THOMPSON | ||||||||||||||
| PHYSCIAN | $581,940 | $0 | $120,455 | $0 | $0 | $0 | $15,433 | $0 | $17,243 | $0 | $735,071 | $0 | $0 | $0 |
| RANDALL L KELLEY | ||||||||||||||
| FORMER OFFICER | $0 | $347,736 | $0 | $0 | $0 | $342,327 | $0 | $43,999 | $0 | $4,063 | $0 | $738,125 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINES 4A-B | THE FOLLOWING INDIVIDUALS RECEIVED DEFERRED COMPENSATION ALLOCATIONS BY RELATED ORGANIZATION GASTON MEMORIAL HOSPITAL FROM A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP): DAVID O'CONNOR - $ 69,504 MARIA LONG - 55,601 DOUG LUCKETT - 107,551 RANDALL L. KELLEY - 37,456 RANDALL L. KELLEY RECEIVED A SEVERANCE PAYMENT BY RELATED ORGANIZATION GASTON MEMORIAL HOSPITAL IN THE AMOUNT OF $331,138. |
| PART I, LINE 6 | CERTAIN CAROMONT MEDICAL GROUP INC. PHYSICIAN'S COMPENSATION PACKAGES ARE BASED ON THE INDIVIDUAL PHYSICIAN'S NET RESULTS FROM OPERATIONS AS CALCULATED BASED SOLEY ON HIS/HER NET CHARGES LESS HIS/HER ALLOCABLE SHARE OF CLINIC OVERHEAD COSTS. EXECUTIVE INCENTIVE COMPENSATION PLAN FOR ALL KEY EMPLOYEES BASED ON THE ACHIEVEMENT OF ANNUAL BUSINESS OBJECTIVES AND FINANCIAL PERFORMANCE OF THE CONSOLIDATED SYSTEM. MANAGER INCENTIVE PLAN BASED ON CONSOLIDATED CORPORATE AND INDIVIDUAL PERFORMANCE GOALS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1B: | BOARD MEMBER INDEPENDENCE: IN CALENDAR YEAR 2014, THE BOARD OF DIRECTORS OF CAROMONT HEALTH CONDUCTED A COMPREHENSIVE REVIEW OF BEST PRACTICES REGARDING INDEPENDENCE OF BOARD MEMBERS. THIS REVIEW RESULTED IN THE DEVELOPMENT OF A BOARD POLICY ON INDEPENDENCE OF BOARD MEMBERS. USING IRS REGULATIONS AND GUIDANCE, INDUSTRY BEST PRACTICES, GUIDANCE AND COMMENTARY APPLICABLE TO NON-PROFIT HEALTHCARE INSTITUTIONS, AND ADVICE OF COUNSEL, THE BOARD OF DIRECTORS DEVELOPED AND IMPLEMENTED A ROBUST POLICY THAT DEFINES INDEPENDENT AND NON-INDEPENDENT DIRECTORS AND CLASSIFIES DIRECTORS ON AN ANNUAL BASIS AS INDEPENDENT AND NON-INDEPENDENT. USING THE IRS REPORTING REQUIREMENTS AS A MINIMUM SET OF CRITERIA FOR DETERMINING THE INDEPENDENT STATUS OF BOARD MEMBERS, THE BOARD'S POLICY GOES BEYOND THE MINIMUM CRITERIA AND DEFINES ADDITIONAL CRITERIA THAT RENDER A BOARD MEMBER NON-INDEPENDENT. ONCE DETERMINED TO HAVE A DISQUALIFYING CONDITION THAT RENDERS THE MEMBER NON-INDEPENDENT, A BOARD MEMBER WHOSE DISQUALIFYING CONDITION HAS BEEN REMEDIED MAY ONLY BE RESTORED TO INDEPENDENT STATUS FOLLOWING A SPECIFIED TIME LIMIT DEFINED IN THE POLICY. IN REPORTING THE NUMBER OF INDEPENDENT DIRECTORS IN PART I, LINE 4 AND PART VI, SECTION A, LINE 1B, THE BOARD OF DIRECTORS HAS DETERMINED THAT IT WILL REPORT THE NUMBER DETERMINED BY ITS POLICY, RECOGNIZING THAT THIS MAY BE A STRICTER INTERPRETATION THAN THE IRS REQUIRES. IN SEATING BOARD COMMITTEES, SUCH AS THE EXECUTIVE COMPENSATION COMMITTEE AND THE AUDIT FINANCE AND INVESTMENT COMMITTEE, THE BOARD DETERMINES A DIRECTOR'S ELIGIBILITY TO SERVE ON THOSE COMMITTEES BASED ON APPLICATION OF THE BOARD'S DEFINITION OF INDEPENDENCE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION SHALL BE CAROMONT HEALTH, INC., A NORTH CAROLINA NOT-FOR-PROFIT CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL CONSIST OF THREE (3) MEMBERS, ALL OF WHOM SHALL BE APPOINTED BY THE BOARD OF DIRECTORS OF CAROMONT HEALTH, INC. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE FOLLOWING POWERS OF THE CORPORATION SHALL BE RESERVED TO CAROMONT HEALTH, INC., THE PARENT CORPORATION AND HOLDING COMPANY OF THE CORPORATION: (A) FINANCIAL POWERS, INCLUDING THE POWER TO APPROVE AN OPERATING BUDGET FOR THE CORPORATION, POWER TO APPROVE COMPENSATION PLANS, AND POWER TO ASSUME DEBT ON BEHALF OF THE CORPORATION; (B) GOVERNING POWERS, INCLUDING THE POWER TO APPROVE ALL CHANGES TO THE GOVERNING DOCUMENTS OF THE CORPORATION AND POWER TO APPROVE THE MISSION, VISION AND VALUES OF THE CORPORATION; AND (C) STRATEGIC POWERS, INCLUDING THE POWER TO APPROVE ALL CERTIFICATE OF NEED APPLICATIONS WHICH THE CORPORATION MAY FILE IN ANY STATE, AND THE POWER TO APPROVE ALL SALE OR LEASE TRANSACTIONS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S FORM 990 WAS REVIEWED BY THE AUDIT FINANCE INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS AND BY THE FULL BOARD BEFORE THE FORM WAS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH EMPLOYEE AND DIRECTOR SHALL FULLY AND TRUTHFULLY COMPLETE A QUESTIONNAIRE CONCERNING POTENTIAL AND ACTUAL CONFLICTS OF INTEREST ANNUALLY. SUCH QUESTIONNAIRE SHALL IDENTIFY THE INDIVIDUAL'S OBLIGATION TO IMMEDIATELY MAKE THE CORPORATE RESPONSIBILITY OFFICER AWARE IN WRITING OF ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST AS THEY MAY ARISE AND CONTAIN SAID INDIVIDUAL'S AGREEMENT TO ABIDE BY ALL TERMS AND CONDITIONS OF THIS POLICY AS A CONDITION OF RETAINING THEIR POSITION. SUCH QUESTIONNAIRES ARE REVIEWED ANNUALLY BY THE CHIEF LEGAL OFFICER AND THE CORPORATE RESPONSIBILITY OFFICER. QUESTIONNAIRES SUBMITTED BY DIRECTORS ARE REVIEWED ANNUALLY BY THE NOMINATING COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO, CFO, COO AND CHIEF LEGAL OFFICER ARE COMPENSATED FOR THEIR SERVICES BY GASTON MEMORIAL HOSPITAL, A SUBSIDIARY OF CAROMONT HEALTH, INC. THE COMPENSATION OF ALL CAROMONT EXECUTIVES FOR EACH YEAR IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE CAROMONT HEALTH BOARD OF DIRECTORS, BASED ON GUIDANCE AND OPINIONS PROVIDED BY AN INDEPENDENT, THIRD-PARTY COMPENSATION CONSULTANT. PURSUANT TO THE COMMITTEE CHARTER FOR THE COMPENSATION COMMITTEE OF THE BOARD, THE BOARD OF DIRECTORS APPROVES THE EXECUTIVE COMPENSATION PHILOSOPHY, WHICH ESTABLISHES THE PARAMETERS FOR ALL EXECUTIVE COMPENSATION DECISIONS. THE BOARD OF DIRECTORS DELEGATES ALL COMPENSATION DECISIONS FOR ALL EXECUTIVES TO THE COMPENSATION COMMITTEE, PROVIDED SUCH DECISIONS ARE CONSISTENT WITH THE COMPENSATION PHILOSOPHY. BOARD APPROVAL MUST BE OBTAINED WHEN COMPENSATION DECISIONS DEVIATE FROM THE COMPENSATION PHILOSOPHY. BOARD MEMBERS WHO SERVE ON THE COMPENSATION COMMITTEE ARE INDEPENDENT AND FREE OF ANY CONFLICT OF INTEREST. ANY COMPENSATION COMMITTEE MEMBER WHO DEVELOPS A CONFLICT OF INTEREST DURING HIS/HER TERM WITH RESPECT TO THE DISCUSSION OF ANY EXECUTIVE'S COMPENSATION LEAVES THE MEETING AND DOES NOT PARTICIPATE IN THE DISCUSSION OR DECISION-MAKING BY THE REMAINING INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE RETAINS JURISDICTION OVER THE TOTAL COMPENSATION PACKAGE FOR EXECUTIVES AND REVIEWS EXECUTIVE BENEFITS AND PERQUISITES AS WELL AS TOTAL CASH COMPENSATION. COMPENSATION FOR THE CEO IS ESTABLISHED THROUGH A PROCESS OF PERFORMANCE EVALUATION, COMPARISON WITH COMPARABLE MARKET DATA AND DETERMINATION BY THE COMPENSATION COMMITTEE OF ACCEPTABLE SALARY RANGE AND PERCENTILE RANKING. ALL COMPENSATION DECISIONS FOR THE CEO ARE APPROVED BY THE COMPENSATION COMMITTEE, AS LONG AS THE COMPENSATION DECISIONS ARE CONSISTENT WITH THE EXECUTIVE COMPENSATION PHILOSOPHY. THE PROCESS FOR DETERMINING COMPENSATION FOR EXECUTIVE MANAGEMENT, UTILIZES COMPENSATION SURVEYS AND STUDIES. FULL COLLECTED COMPENSATION INFORMATION AND ANY COMPENSATION OPINIONS PROVIDED DURING THESE PROCESSES WILL BE KEPT WITH THE COMPENSATION COMMITTEE OR BOARD MINUTES, AS APPLICABLE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | AT THIS TIME, THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC. THE ENTIRE ORGANIZATION'S COMBINED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
| PART XII, LINE 2C | RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| CAROMONT SPECIALITY GROUP LLC | |||||||||
| 2240 REMOUNT RD | GASTONIA | NC | 28054 | 522451748 | MEDICAL SERVICES | NC | $0 | $0 | CAROMONT MEDICAL GROUP INC |
| CAROMONT SOUTH POINT LLC | |||||||||
| 2240 REMOUNT RD | GASTONIA | NC | 28054 | 205453221 | MEDICAL SERVICES | NC | $13,207,997 | $885,482 | CAROMONT MEDICAL GROUP INC |
| CMG - GASTON WOMENS HEALTHCARE LLC | |||||||||
| 2240 REMOUNT RD | GASTONIA | NC | 28054 | 205894683 | MEDICAL SERVICES | NC | $4,993,550 | $315,559 | CAROMONT MEDICAL GROUP INC |
| CMG - FAMILY MEDICINE OF CLEVELAND COUNTY LLC | |||||||||
| 2240 REMOUNT RD | GASTONIA | NC | 28054 | 205925671 | MEDICAL SERVICES | NC | $0 | $0 | CAROMONT MEDICAL GROUP INC |
| ASHLEY WOMENS CMG LLC | |||||||||
| 2240 REMOUNT RD | GASTONIA | NC | 28054 | 264369018 | MEDICAL SERVICES | NC | $11,178,839 | $1,430,649 | CAROMONT MEDICAL GROUP INC |
| CS CMG LLC | |||||||||
| 2240 REMOUNT RD | GASTONIA | NC | 28054 | 272146660 | MEDICAL SERVICES | NC | $0 | $0 | CAROMONT MEDICAL GROUP INC |
| GS CMG LLC | |||||||||
| 2240 REMOUNT RD | GASTONIA | NC | 28054 | 272146801 | MEDICAL SERVICES | NC | $0 | $0 | CAROMONT MEDICAL GROUP INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAROMONT HEALTH INC | |||||||||||
| 2525 COURT DRIVE | GASTONIA | NC | 28054 | 581636959 | MEDICAL SERVICES | NC | 501(C)(3) | LINE 11B, II | N/A | 0 | |
| CAROMONT HEALTH SERVICES INC | |||||||||||
| 2526 COURT DRIVE | GASTONIA | NC | 28054 | 561455630 | OUTPATIENT SERVICES | NC | 501(C)(3) | LINE 3 | 0 | CAROMONT HEALTH INC | |
| GASTON MEMORIAL HOSPITAL FOUNDATION INC | |||||||||||
| 2527 COURT DRIVE | GASTONIA | NC | 28054 | 561479699 | FOUNDATION | NC | 501(C)(3) | LINE 9 | 0 | CAROMONT HEALTH INC | |
| HOSPICE OF GASTON COUNTY INC | |||||||||||
| 2529 COURT DRIVE | GASTONIA | NC | 28054 | 581341530 | HOSPICE CARE | NC | 501(C)(3) | LINE 7 | 0 | CAROMONT HEALTH INC | |
| GASTON MEMORIAL HOSPITAL INC | |||||||||||
| 2530 COURT DRIVE | GASTONIA | NC | 28054 | 560619359 | HOSPITAL | NC | 501(C)(3) | LINE 3 | 0 | CAROMONT HEALTH INC | |
| GASTON EMERGENCY PHYSICIANS INC | |||||||||||
| 2531 COURT DRIVE | GASTONIA | NC | 28054 | 562209423 | SUPPORTING ORGANIZATION | NC | 501(C)(3) | LINE 11A, I | 0 | CAROMONT HEALTH INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |