LEXINGTON MEDICAL CENTER: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LEXINGTON MEDICAL CENTER (EIN 56-0543238)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201241369349301514
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-05-15T10:09:18-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TURLINGTON AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1338 WESTGATE CENTER DRIVE | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560543238 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEXINGTON MEMORIAL HOSPITAL INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEXI | NameControl |
| Phone | 3362485161 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1817 250 HOSPITAL DRIVE | AddressLine1 |
| City | LEXINGTON | City |
| State | NC | State |
| ZIP Code | 272931817 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANNY W SQUIRES | Name |
| Title | VICE PRESIDENT/CFO | Title |
| Phone | 3362485161 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W BENNETT BRUFF | Name |
| Phone | 3367652410 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEXINGTON MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DANNY W SQUIRES | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 HOSPITAL DRIVE | AddressLine1 |
| City | LEXINGTON | City |
| State | NC | State |
| ZIP Code | 27292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 74809466 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LEXINGTONMEMORIAL.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1954 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | TO MAINTAIN AND OPERATE HOSPITALS, CLINICS, AND OTHER RELATED FACILITIES TO PROVIDE FOR THE CARE AND TREATMENT OF PERSONS SUFFERING FROM ILLNESSES, INJURIES OR DISABILITIES WHICH REQUIRE HOSPITAL CARE, TO SUPPLY EQUIPMENT AND FACILITIES TO AID IN THE TREATMENT AND DIAGNOSIS OF DISEASE, TO CARRY ON EDUCATIONAL ACTIVITIES RELATED TO THE CARE OF THE SICK AND DISABLED AND THE PROMOTION OF HEALTH AND PREVENTIVE MEDICINES, TO AID IN THE INSTRUCTION AND PROMOTION OF RESEARCH AND SCIENTIFIC INVESTIGATION IN ALL BRANCHES OF MEDICINE AND SURGERY AND TO PARTICIPATE IN ANY ACTIVITY DESIGNED AND CARRIED ON TO PROMOTE THE GENERAL HEALTH OF THE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 833 | TotalNbrEmployees |
| Total Nbr Volunteers | 65 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 64822147 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 70456682 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 92210 | InvestmentIncomePriorYear |
| Investment Income Current Year | 423514 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 64914357 | TotalRevenuePriorYear |
| Total Revenue Current Year | 70880196 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 33109994 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34776688 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32698955 | OtherExpensePriorYear |
| Other Expenses Current Year | 34976577 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 65808949 | TotalExpensesPriorYear |
| Total Expenses Current Year | 69753265 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -894592 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1126931 | RevenuesLessExpensesCY |
| Total Assets BOY | 33516021 | TotalAssetsBOY |
| Total Assets EOY | 34319532 | TotalAssetsEOY |
| Total Liabilities BOY | 22163903 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 23669821 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11352118 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10649711 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF LEXINGTON MEMORIAL HOSPITAL IS TO PROVIDE AN APPROPRIATE LEVEL OF INPATIENT AND OUTPATIENT HEALTHCARE SERVICES IN A HIGH QUALITY, COMPASSIONATE AND COST-EFFECTIVE MANNER TO ANYONE WHO PRESENTS IN NEED. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 65841241 | Expense |
| Revenue | 70456682 | Revenue |
| Description | OPERATION OF HOSPITAL, CLINICS AND OTHER RELATED FACILITIES TO EDUCATE, DIAGNOSE AND PROVIDE CARE AND TREATMENT FOR PERSONS WHO REQUIRE HOSPITAL CARE. | Description |
| Total Program Service Expense | 65841241 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 1 | FinancialStmtAttached |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 833 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNY W SQUIRES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3362485161 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1817250 HOSPITAL DRIVE | AddressLine1 |
| City | LEXINGTON | City |
| State | NC | State |
| ZIP Code | 272931817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| STEVEN C SHULTZ | ||||||||
| CHIEF EXECUTIVE OFFICER | 24.70 | X | X | 307703 | 0 | 49372 | ||
| CHARLES D MILLER JR | ||||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT B SMITH JR | ||||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |||
| DAN BRIGGS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TERRY L HALES JR | ||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||
| RAY N HOWELL III | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| GORDON C KAMMIRE MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EVELYN KEPLEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DONNY C LAMBETH | ||||||||
| DIRECTOR | 1.00 | X | 749092 | 0 | 408315 | |||
| JEFF MAST | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STALEY J NANCE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| J SIMMMONS RIGGAN MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PATRICIA SHOEMAKER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| W LEON RIVES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARK BREEDEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID WAGNER MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAMES HOEKSTRA MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LARRY POTTS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM W WOODRUFF MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT CRAVEN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BARBARA B SMITH | ||||||||
| SECRETARY | 34.00 | X | 176629 | 0 | 14509 | |||
| DANNY W SQUIRES | ||||||||
| VICE PRESIDENT/CFO | 26.00 | X | 162435 | 0 | 20201 | |||
| CHRISTOPHER T WHITE | ||||||||
| ASSISTANT TREASURER | 31.00 | X | 90831 | 0 | 18024 | |||
| AMY F INMAN | ||||||||
| NURSE ANESTHETIST | 40.00 | 171631 | 0 | 7182 | X | |||
| JANICE K STEPHENS | ||||||||
| NURSE ANESTHETIST | 40.00 | 167268 | 0 | 19416 | X | |||
| CHRISTOPHER S WATTERS | ||||||||
| NURSE ANESTHETIST | 40.00 | 156571 | 0 | 18734 | X | |||
| SHEILA C CRUMB | ||||||||
| NURSE ANESTHETIST | 40.00 | 152801 | 0 | 16795 | X | |||
| ROD E KCUIK | ||||||||
| DIRECTOR OF PHARMACY | 40.00 | 127778 | 0 | 11950 | X | |||
| REBECCA B DALEY | ||||||||
| FORMER VP OF NURSING | 50.00 | 260035 | 0 | 20269 | X | |||
| DENNIS R AYERS | ||||||||
| FORMER CHIEF OPERATING OFFICER | 50.00 | 1020473 | 0 | 16024 | X | |||
| JOHN A CASHION | ||||||||
| FORMER PRESIDENT | 50.00 | 254647 | 0 | 19119 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3797894 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 639910 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HMP OF DAVIDSON COUNTY PLLC | |||||
| 4535 DRESSLER RD NW | CANTON | OH | 44718 | CONTRACT SERVICES | 550000 |
| DIVERSIFIED CLINICAL SERVICES | |||||
| 4500 SALISBURY ROAD SUITE 300 | JACKSONVILLE | FL | 32216 | CONTRACT SERVICES | 363386 |
| MEDSCRIBE | |||||
| 3325 HENDRICKS AVE SUITE A | JACKSONVILLE | FL | 32207 | CONTRACT SERVICES | 246078 |
| ARAMARK | |||||
| 1101 MARKET STREET | PHILADELPHIA | PA | 19107 | CONTRACT SERVICES | 158801 |
| EMP OF DAVIDSON COUNTY PLLC | |||||
| PO BOX 710785 | COLUMBUS | OH | 43085 | CONTRACT SERVICES | 152000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 57 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET PATIENT SERVICE RE | Description |
| Business Code | 621990 | BusinessCode |
| Total Revenue Column | 70456682 | TotalRevenueColumn |
| Related Or Exempt Function Income | 70456682 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 70456682 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 345554 | TotalRevenueColumn |
| Exclusion | $345,554 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4006230 | Securities |
| Other | 1000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3928605 | Securities |
| Other | 665 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 77625 | Securities |
| Other | 335 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77960 | TotalRevenueColumn |
| Exclusion | $77,960 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70880196 | TotalRevenueColumn |
| Related Or Exempt Function Income | 70456682 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $423,514 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482629 | Total |
| Management And General | 482629 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26848374 | Total |
| Program Services | 24943703 | ProgramServices |
| Management And General | 1904671 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 613442 | Total |
| Program Services | 582211 | ProgramServices |
| Management And General | 31231 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4823321 | Total |
| Program Services | 4717562 | ProgramServices |
| Management And General | 105759 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2008922 | Total |
| Program Services | 1837502 | ProgramServices |
| Management And General | 171420 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -49044 | Total |
| Management And General | -49044 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34168 | Total |
| Management And General | 34168 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288734 | Total |
| Program Services | 284349 | ProgramServices |
| Management And General | 4385 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1685715 | Total |
| Program Services | 1685715 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112360 | Total |
| Program Services | 92838 | ProgramServices |
| Management And General | 19522 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199164 | Total |
| Program Services | 199164 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3712082 | Total |
| Program Services | 3712082 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 667781 | Total |
| Management And General | 667781 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBTS | 12930950 | 12930950 | |
| SUPPLIES | 8377398 | 8372639 | 4759 |
| CONTRACT SERVICES | 3123937 | 3037521 | 86416 |
| REPAIRS AND MAINTENANCE | 2078634 | 2077671 | 963 |
| EQUIPMENT RENTAL AND MA | 522224 | 518168 | 4056 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1292474 | Total |
| Program Services | 849166 | ProgramServices |
| Management And General | 443308 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69753265 | Total |
| Program Services | 65841241 | ProgramServices |
| Management And General | 3912024 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2554 | BOY |
| EOY | 2654 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2586333 | BOY |
| EOY | 1153903 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10047132 | BOY |
| EOY | 11267511 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 896613 | BOY |
| EOY | 882768 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 699990 | BOY |
| EOY | 577884 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 75613326 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 57581710 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16112143 | BOY |
| EOY | 18031616 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2369126 | BOY |
| EOY | 1331421 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 673664 | BOY |
| EOY | 370487 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 419561 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 128466 | BOY |
| EOY | 281727 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33516021 | BOY |
| EOY | 34319532 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9350189 | BOY |
| EOY | 12479574 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12534247 | BOY |
| EOY | 11190247 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279467 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22163903 | BOY |
| EOY | 23669821 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11352118 | BOY |
| EOY | 10649711 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11352118 | BOY |
| EOY | 10649711 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33516021 | BOY |
| EOY | 34319532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1126931 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1829338 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $9,075 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 9075 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND THE NORTH CAROLINA HOSPITAL ASSOCIAITON (NCHA). A PORTION OF THE MEMBERSHIP DUES PAID ARE ALLOCATED TO LOBBYING EFFORTS BY THOSE ORGANIZATIONS ON BEHALF OF THEIR MEMBERSHIP BODIES. FOR THE YEAR, THE PORTION OF MEMBERSHIP DUES ALLOCATED TO LOBBYING WAS 23.75% OF 38,210. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 86349 | OtherCostOrOtherBasis |
| Book Value | 86349 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25912239 | OtherCostOrOtherBasis |
| Depreciation | 17997441 | Depreciation |
| Book Value | 7914798 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 229466 | OtherCostOrOtherBasis |
| Depreciation | 229466 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 49385272 | OtherCostOrOtherBasis |
| Depreciation | 39354803 | Depreciation |
| Book Value | 10030469 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 18031616 | TotalOfBookValueLandBuildings |
| Total Revenue | 70880196 | TotalRevenue |
| Total Expenses | 69753265 | TotalExpenses |
| Excess Or Deficit For Year | 1126931 | ExcessOrDeficitForYear |
| Other | -$1,829,338 | OtherAmount |
| Total Adjustments | -1829338 | TotalAdjustments |
| Excess Or Deficit Per FS | -702407 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 70741351 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 70741351 | RevenueSubtotal |
| Other Revenues Not Included | 138845 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 138845 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 70880196 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 69753265 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 69753265 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 69753265 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | AS REQUIRED UNDER ACCOUNTING STANDARDS FOR INCOME TAXES, THE CORPORATION ADOPTED THE NEW STANDARD REGARDING UNCERTAIN INCOME TAX POSITIONS EFFECTIVE JULY 1, 2009. UNDER THIS NEW STANDARD, THE IMPACT OF AN UNCERTAIN INCOME TAX POSITION ON THE INCOME TAX RETURNS MUST BE RECOGNIZED AT THE LARGEST AMOUNT THAT IS MORE-LIKELY-THAN-NOT TO BE REQUIRED TO BE RECOGNIZED UPON AUDIT BY THE RELEVANT TAXING AUTHORITY. THE STANDARDS ALSO PROVIDE GUIDANCE ON DE-RECOGNITION, MEASUREMENTS, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING FOR INTERIM PERIODS, DISCLOSURE, AND TRANSITION ISSUES WITH RESPECT TO TAX POSITIONS. AS A RESULT OF ADOPTION OF THE NEW STANDARDS REGARDING UNCERTAIN INCOME TAX POSITIONS, THE CORPORATION HAS DETERMINED THAT THEY HAVE NO UNCERTAIN INCOME TAX POSITIONS AS OF JUNE 30, 2011. ALSO, THE CORPORATION DOES NOT ANTICIPATE ANY INCREASE OR DECREASE IN UNRECOGNIZED TAX BENEFITS DURING THE NEXT TWELVE MONTHS THAT WOULD RESULT IN A MATERIAL CHANGE IN THEIR FINANCIAL POSITION. THE CORPORATION'S INCOME TAX RETURNS FOR YEARS/PERIODS ENDED AFTER SEPTEMBER 30, 2008 REMAIN OPEN FOR EXAMINATION. THE CORPORATION INCLUDES INTEREST AND PENALTIES IN THE CONSOLIDATED FINANCIAL STATEMENTS AS A COMPONENT OF INCOME TAX EXPENSE. NO INTEREST OR PENALTIES ARE INCLUDED IN THE CORPORATION'S INCOME TAX EXPENSE FOR THE YEAR ENDED JUNE 30, 2011. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CONTRIBUTIONS TO AFFILIATES (NET) -1,576,118. MINORITY INTEREST IN SUBSIDIARY -35,716. UNREALIZED GAIN ON OTHER THAN TRADING SECURITIES 95,699. INCREASE IN UNFUNDED PORTION OF POSTRETIREMENT BENEFIT OBLIGATION -10,026. DECREASE IN EQUITY INVESTMENT -303,177. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT INCOME 138,845. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent100 | X | Pcent100 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent200 D | X | Pcent200D |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 4461893 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 4461893 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07850 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 11285987 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 9333088 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1952899 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03440 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 267475 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 267475 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00470 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 16015355 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 9333088 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6682267 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.11760 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 316845 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 316845 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00560 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 32661 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 32661 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 349506 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 349506 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00620 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 16364861 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 9333088 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 7031773 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.12380 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 30000 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 30000 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00050 | PercentOfTotalExpense |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 3544 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 3544 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 33544 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 33544 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00060 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $4,666,823 | BadDebtExpenseAmount |
| Amount Attributable To | 4461893 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 24770187 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 23824877 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 945310 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (2 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership | Officers Etc Profit Or OwnershipOfficersEtcProfitOrOwnership | Physicans Profit Or OwnershipPhysicansProfitOrOwnership |
|---|---|---|---|
| 1 CANCER CENTER OF DAVIDSON COUNTY LLC | |||
| PROVIDE ONCOLOGY SERVICES TO RESIDENTS OF DAVIDSON COUNTY, NC | 0.33330 | 0.00000 | 0.00000 |
| 2 LEXPOINT LLC | |||
| PROVIDE MEDICAL IMAGING SERVICES TO THE RESIDENTS OF DAVIDSON COUNTY, NC | 1.00000 | 0.00000 | 0.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEXINGTON MEMORIAL HOSPITAL INC | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 HOSPITAL DRIVE | AddressLine1 |
| City | LEXINGTON | City |
| State | NC | State |
| ZIP Code | 27292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOT REQUIRED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part VI Form990ScheduleHPartVI (11 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| PART I, LINE 7: COSTING METHODOLOGY - ANDI METHODOLOGY: FACILITY-WIDE RATIO OF COST TO CHARGES AS PER NCHA COMMUNITY BENEFITS GUIDELINES | ||
| PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 12930950. | ||
| PART II: WFBH - LEXINGTON MEDICAL CENTER IS COMMITTED TO IMPROVING THE HEALTH OF THE INDIGENT AND MEDICALLY UNDERSERVED IN DAVIDSON COUNTY. IT PARTNERS WITH DAVIDSON MEDICAL MINISTRIES, A FREE CLINIC FOR THE INDIGENT, AND THE DAVIDSON COUNTY HEALTH DEPARTMENT TO ADDRESS THE GROWING HEALTH NEEDS OF THE UNINSURED AND THE UNDERINSURED. THE HOSPITAL PROVIDES ALL DIAGNOSTIC TESTING AT NO COST FOR MEDICAL MINISTRIES CLIENTS, PROVIDES STAFF FOR A HISPANIC CLINIC, AND AS CONDUCTED VARIOUS HEALTH SCREENINGS AT NO COST FOR THE CLINIC. THE HOSPITAL WORKS CLOSELY WITH THE LOCAL HEALTH DEPARTMENT IN DEVELOPING A COMMUNITY HEALTH NEEDS ASSESSMENT AND PROVIDING ASSISTANCE IN FULFILLING UNMET MEDICAL NEEDS. THE HOSPITAL HAS LAUNCHED AN AGGRESSIVE HEALTH EDUCATION AND WELLNESS PROGRAM FOR THE COMMUNITY AIMED AT CHRONIC DISEASE PREVENTION. FREE HEALTH SCREENINGS FOR THE MEDICALLY UNDERSERVED ARE HELD ALMOST MONTHLY TO ASSIST IN THE EARLY DETECTION AND TREATMENT OF DISEASE. IN ADDITION, LMC PROVIDES A FREE CHILDHOOD OBESITY PROGRAM FOR DISADVANTAGED YOUTHS, PLUS ONSITE HEALTH EDUCATION PROGRAMS IN AREA SCHOOLS. | ||
| PART III, LINE 4: ACCOUNTS RECEIVABLE ARE STATED AT THE AMOUNT MANAGEMENT EXPECTS TO COLLECT FROM OUTSTANDING BALANCES. MANAGEMENT PROVIDES FOR PROBABLE UNCOLLECTED AMOUNTS THROUGH A PROVISION FOR BAD DEBT EXPENSE AND AN ADJUSTMENT TO THE VALUATION ALLOWANCE BASED ON ITS ASSESSMENT OF THE CURRENT STATUS OF INDIVIDUAL RECEIVABLES FROM CONTRACTS, MEDICARE/MEDICAID, AND OTHERS. BALANCES THAT ARE STILL OUTSTANDING AFTER MANAGEMENT HAS USED REASONABLE COLLECTION EFFORTS ARE WRITTEN OFF THROUGH A CHARGE TO THE VALUATION ALLOWANCE AND A CREDIT TO THE APPLICABLE ACCOUNTS RECEIVABLE. THE ALLOWANCE FOR UNCOLLECTIBLE PATIENT ACCOUNTS RECEIVABLE WAS DETERMINED BASED ON THE AGE OF THE ACCOUNTS AND ON THE HISTORICAL COLLECTION EXPERIENCE. COSTING METHODOLOGY - ANDI METHODOLOGY: FACILITY-WIDE RATIO OF COST TO CHARGES AS PER NCHA COMMUNITY BENEFITS GUIDELINES | ||
| PART III, LINE 9B: LMC UNDERSTANDS THAT SOME PATIENTS IN OUR SERVICE AREA ARE UNABLE TO PAY FOR MEDICAL SERVICES. THE HOSPITAL WILL ALLOCATE AN AMOUNT OF ITS REVENUES EACH YEAR TO BE PROVIDED AS FREE OR REDUCED COST (CHARITY) CARE. TO INSURE EQUITY IN THE DISTRIBUTION OF THESE FUNDS, EACH APPLICANT WILL APPLY TO THIS PATIENT ASSISTANCE PROGRAM BY SUBMITTING INCOME AND ASSET LISTINGS AS WELL AS TAX RETURNS, ETC. INCOME LEVELS WILL BE COMPARED TO FEDERAL GUIDELINES TO DETERMINE THE AMOUNT OF ASSISTANCE PROVIDED. APPLICANTS FOR FINANCIAL ASSISTANCE ARE GIVEN 60 DAYS TO PROVIDE ALL REQUIRED INFORMATION NEEDED TO COMPLETE THE ELIGIBILITY DETERMINATION. COLLECTION EFFORTS ARE SUSPENDED DURING THE ELIGIBILITY DETERMINATION PROCESS. | ||
| PART VI, LINE 2: LMC WORKS CLOSELY WITH THE DAVIDSON COUNTY HEALTH DEPARTMENT TO CONDUCT PERIODIC HEALTH NEEDS ASSESSMENTS. THE HOSPITAL NOT ONLY SUPPORTS THIS EFFORT FINANCIALLY, BUT ALSO SERVES ON A MULTIDISCIPLINARY COMMITTEE CONVENED TO DEVELOP STRATEGIES TO ADDRESS IDENTIFIED NEEDS. THE PROCESS OF COMPILING AN UPDATED COMMUNITY HEALTH NEEDS ASSESSMENT IS CURRENTLY UNDERWAY. | ||
| PART VI, LINE 3: LMC HAS CREATED A PATIENT BROCHURE "ABOUT YOUR HOSPITAL BILL"THAT IS AVAILABLE TO PATIENTS PRIOR TO SERVICE, AS A PART OF THE ADMISSIONS PACKET, AT ALL POINTS OF REGISTRATION AND IN THE BUSINESS OFFICE. UNINSURED AS WELL AS UNDERINSURED PATIENTS RECEIVE FINANCIAL COUNSELING ASSISTANCE DURING THE DISCHARGE PROCESS IN THE EMERGENCY DEPARTMENT, AS WELL AS UPON REFERRAL IN THE OUTPATIENT AND INPATIENT AREAS. PATIENTS ARE PROVIDED EDUCATION AND ELIGIBILITY SCREENING FOR ANY FEDERAL, STATE AND LOCAL ASSISTANCE PROGRAMS THEY MAY BE ELIGIBLE FOR, AS WELL AS THE LMC FINANCIAL ASSISTANCE PROGRAM (CHARITY CARE). INFORMATION ABOUT ASSISTANCE OPTIONS CONTINUE TO BE DISCUSSED WITH PATIENTS AND PUBLISHED ON PATIENT STATEMENTS DURING THE BILLING PERIOD FOR OUTSTANDING PATIENT BALANCES. | ||
| PART VI, LINE 4: LMC'S PRIMARY MARKET AREA IS COMPRISED OF THOSE LIVING WITHIN AN EIGHT MILE RADIUS OF THE HOSPITAL WHICH INCLUDES THE CITY OF LEXINGTON AND ADJACENT AREAS. THE HOSPITAL'S SERVICE AREA OF DAVIDSON COUNTY REFLECTS A POPULATION OF 162,878 WITH APPROXIMATELY 14.40% OF THAT TOTAL AGED 65 AND OLDER. THE MEDIAN HOUSEHOLD INCOME FOR THIS AREA IS $43,420.LEXINGTON, N.C. IS LOCATED IN THE HEART OF NORTH CAROLINA'S PIEDMONT SECTION, FEATURING A SMALL TOWN ATMOSPHERE YET WITHIN CONVENIENT ACCESS TO METROPOLITAN AREAS INCLUDING WINSTON-SALEM, GREENSBORO, AND CHARLOTTE. LEXINGTON IS HISTORICALLY KNOWN AS A FURNITURE AND TEXTILE CENTER AND ALSO FOR ITS FAMOUS "LEXINGTON STYLE" BARBECUE. IT IS HOME EACH OCTOBER TO ONE OF THE STATE'S LARGEST AND MOST SUCCESSFUL STREET FESTIVALS WITH 100,000 PLUS PEOPLE ATTENDING ITS ANNUAL "BARBECUE FESTIVAL".IN DISCUSSING DEMOGRAPHICS, THE FOLLOWING FIGURES REFLECT THE POPULATION BREAKDOWN FOR DAVIDSON COUNTY. APPROXIMATELY 51% OF THE POPULATION IS FEMALE AND 49% MALE. - BELOW 18 YEARS: 23.9% - AGE 65 AND OLDER: 14.4% THE COUNTY POPULATION BREAKDOWN BY RACE IS: - WHITE NON-HISPANIC (84.3%) - BLACK (8.9%) - HISPANIC (6.4%) - TWO OR MORE RACES (1.5%) - OTHER ASIAN (1.2%) - AMERICAN INDIAN (.5%) (TOTAL CAN BE GREATER THAN 100% BECAUSE HISPANICS COULD BE COUNTED IN OTHER RACES.)THE MAJORITY OF THE WORKFORCE WORKS IN EDUCATION, HEALTH, RETAIL AND SOCIAL SERVICE JOBS.ONCE A FURNITURE MANUFACTURING CENTER, LEXINGTON HAS EXPERIENCED THE LOSS OF A MAJORITY OF ITS FURNITURE MANUFACTURING JOBS OVER THE COURSE OF THE PAST TWELVE YEARS. LEXINGTON HOME BRANDS, FORMERLY LEXINGTON FURNITURE INDUSTRIES, BOASTED AN EMPLOYEE POPULATION OF AROUND 6,000 IN THE MID-1990'S. CURRENTLY, APPROXIMATELY 200 FURNITURE JOBS REMAIN LOCALLY WHILE ALL OTHERS HAVE RELOCATED TO OVERSEAS OPERATIONS. THE DAVIDSON COUNTY UNEMPLOYMENT RATE AS REPORTED IN SEPTEMBER 2011 IS 10.9%.A COMPARISON OF LEXINGTON TO NORTH CAROLINA STATE AVERAGES REVEALS: - MEDIAN HOUSEHOLD INCOME BELOW STATE AVERAGE. - MEDIAN HOUSE VALUE BELOW STATE AVERAGE.THERE ARE TWO COMMUNITY HOSPITALS IN DAVIDSON COUNTY. LMC IN LEXINGTON, NC OPERATES 94-BEDS. THOMASVILLE MEDICAL CENTER IN THOMASVILLE HAS 150 LICENSED BEDS.THERE ARE NO FEDERALLY DESIGNATED MEDICALLY UNDERSERVED AREAS OF POPULATIONS IN THE SERVICE AREA. | ||
| PART VI, LINE 6: HOSPITALS NATIONWIDE HAVE EXPERIENCED SHARP LOSSES DUE TO THE ECONOMIC DOWNTURN. LMC IS NO EXCEPTION. AS A SMALL, COMMUNITY HOSPITAL IN AN AREA SHARPLY IMPACTED BY THE LOSS OF MANUFACTURING JOBS, LMC HAS STRUGGLED TO BREAK EVEN OVER THE PAST SEVERAL YEARS. CONTINUED NEGATIVE PROFIT MARGINS COUPLED WITH THE INCREASE IN CHARITY CARE AND BAD DEBT LED THE HOSPITAL TO SEEK A PARTNERSHIP WITH WFUBMC. PRESENTLY, THE UNEMPLOYMENT RATE IN DAVIDSON COUNTY IS 10.9% AND HAS BEEN ABOVE 10% SINCE 2009. LMC HAS MAINTAINED A STRONG COMMITMENT TO CONTINUE CAPITAL EQUIPMENT PURCHASES WITH AN AVERAGE OF $3 MILLION ALLOCATED EACH YEAR. ADDITIONALLY, FUNDS ARE ALLOCATED TO COMMUNITY OUTREACH EFFORTS. | ||
| PART VI, LINE 7: LMC BECAME A PART OF THE WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC) SYSTEM OCTOBER 1, 2008. THROUGH AN INTEGRATION AGREEMENT WHEREUNDER WFUBMC, THROUGH WFUHS AND NCBH, CONTROLS DAVIDSON HEALTHCARE, INC. WHICH IN TURN CONTROLS LEXINGTON MEMORIAL HOSPITAL, INC., LMC OPERATES AS A STAND ALONE COMMUNITY HOSPITAL AND IS GOVERNED BY A SIXTEEN MEMBER BOARD COMPRISED OF THIRTEEN COMMUNITY RESIDENTS AND THREE WFUBMC REPRESENTATIVES. WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER IS AN ACADEMIC HEALTH SYSTEM COMPRISED OF NORTH CAROLINA BAPTIST HOSPITAL (NCBH) AND WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS). WFUHS OPERATES THE UNIVERSITY'S SCHOOL OF MEDICINE AND PIEDMONT TRIAD RESEARCH PARK. THE SYSTEM COMPRISES 1,154 ACUTE CARE, REHABILITATION AND LONG-TERM CARE BEDS AND HAS BEEN RANKED AS ONE OF "AMERICA'S BEST HOSPITALS" BY U.S. NEWS & WORLD REPORT SINCE 1993. WAKE FOREST BAPTIST IS RANKED 32ND IN THE NATION BY AMERICA'S TOP DOCTORS FOR THE NUMBER OF ITS DOCTORS CONSIDERED BEST BY THEIR PEERS. THE INSTITUTION RANKS IN THE TOP THIRD IN FUNDING BY THE NATIONAL INSTITUTES OF HEALTH AND 4TH IN THE SOUTHEASTERN UNIED STATES IN REVENUES FROM ITS LICENSED INTELLECTUAL PROPERTY. | ||
| NC | REPORTS FILED WITH STATES | PART VI, LINE 7 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN C SHULTZ | |||||||||||||
| 305300 | 0 | 0 | 0 | 2403 | 0 | 18700 | 0 | 30672 | 0 | 357075 | 0 | 0 | 0 |
| DONNY C LAMBETH | |||||||||||||
| 537997 | 0 | 186261 | 0 | 24834 | 0 | 388496 | 0 | 19819 | 0 | 1157407 | 0 | 0 | 0 |
| BARBARA B SMITH | |||||||||||||
| 167204 | 0 | 9425 | 0 | 0 | 0 | 6342 | 0 | 8167 | 0 | 191138 | 0 | 0 | 0 |
| DANNY W SQUIRES | |||||||||||||
| 153660 | 0 | 8775 | 0 | 0 | 0 | 5810 | 0 | 14391 | 0 | 182636 | 0 | 0 | 0 |
| AMY F INMAN | |||||||||||||
| 166631 | 0 | 5000 | 0 | 0 | 0 | 1391 | 0 | 5791 | 0 | 178813 | 0 | 0 | 0 |
| JANICE K STEPHENS | |||||||||||||
| 167268 | 0 | 0 | 0 | 0 | 0 | 5025 | 0 | 14391 | 0 | 186684 | 0 | 0 | 0 |
| CHRISTOPHER S WATTERS | |||||||||||||
| 156571 | 0 | 0 | 0 | 0 | 0 | 4343 | 0 | 14391 | 0 | 175305 | 0 | 0 | 0 |
| SHEILA C CRUMB | |||||||||||||
| 152801 | 0 | 0 | 0 | 0 | 0 | 4960 | 0 | 11835 | 0 | 169596 | 0 | 0 | 0 |
| REBECCA B DALEY | |||||||||||||
| 175100 | 0 | 3375 | 0 | 81560 | 0 | 5976 | 0 | 14293 | 0 | 280304 | 0 | 0 | 0 |
| DENNIS R AYERS | |||||||||||||
| 224179 | 0 | 5250 | 0 | 791044 | 0 | 7746 | 0 | 8278 | 0 | 1036497 | 0 | 0 | 0 |
| JOHN A CASHION | |||||||||||||
| 254647 | 0 | 0 | 0 | 0 | 0 | 5050 | 0 | 14069 | 0 | 273766 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINES 4A-B | EXECUTIVES OF THE FILING ORGANIZATION DURING THE TAX PERIOD, PARTICIPATE IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS AND EXECUTIVE BONUS PLANS (ALL OF WHICH IS PAID BY UNRELATED ORGANIZATIONS, WFUHS AND NCBH, AS PART OF THE EXECUTIVE'S COMPENSATION FROM THE UNRELATED ORGANIZATIONS). THE FOLLOWING EXECUTIVE POSITIONS PARTICIPATE IN THIS PROGRAM: CEO, CFO, COO, CNO, PRESIDENT AND VICE PRESIDENTS. | |
| PART I, LINES 4A-B | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PACKAGES: DENNIS R. AYERS - $245,453 REBECCA B. DALEY - 198,744 JOHN A. CASHION - 273,766 | |
| PART III | THE FOLLOWING INDIVIDUALS RECEIVED COMPENSATION FROM UNRELATED ORGANIZATIONS, WFUHS AND NCBH, FOR SERVICES RENDERED TO THIS ORGANIZATION IN THEIR ROLES AS EMPLOYEES, OFFICER AND DIRECTOR: DONNY C. LAMBETH - $1,157,407 STEVEN C. SHULTZ - 357,075 | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS DAVIDSON HEALTHCARE, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | DECISIONS OF THE ORGANIZATION'S GOVERNING BODY WHICH REQUIRE APPROVAL BY THE SOLE MEMBER, DAVIDSON HEALTHCARE, INC., INCLUDED AMENDMENTS TO CERTAIN FUNDAMENTAL DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS) AND ELECTION AND REMOVAL OF DIRECTORS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE ORGANIZATION'S GOVERNING BODY WHICH REQUIRE APPROVAL BY THE SOLE MEMBER, DAVIDSON HEALTHCARE, INC., INCLUDED AMENDMENTS TO CERTAIN FUNDAMENTAL DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS) AND ELECTION AND REMOVAL OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION DISTRIBUTES A DRAFT COPY OF THE FORM 990 TO ALL MEMBERS OF THE BOARD IN ADEQUATE TIME FOR FEEDBACK PRIOR TO FILING A FINALIZED FORM 990 WITH THE IRS. | |
| THE SOLE MEMBER OF THE ORGANIZATION, DAVIDSON HEALTHCARE, INC., THE BOARD OF WHICH IS IDENTICAL TO THE BOARD OF THE FILING ORGANIZATION, HAS A CONFLICT OF INTEREST POLICY WHICH IS REVIEWED, ACCEPTED, AND SIGNED BY EACH OFFICER AND VOTING BOARD MEMBER ON AN ANNUAL BASIS. PURSUANT TO THIS POLICY EACH OFFICER AND BOARD MEMBER WILL RECUSE THEMSELVES FROM ANY DISCUSSION AND VOTE FOR WHICH A CONFLICT EXISTS FOR THEMSELVES OR THEIR FAMILY. DETERMINATIONS OF WHETHER A CONFLICT EXISTS ARE MADE AT A MANAGEMENT, BOARD MEMBER, OFFICER, AND INDIVIDUAL LEVEL. ACTUAL CONFLICTS ARE REVIEWED WITHOUT THE PRESENCE OF THE INTERESTED PARTY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION FOLLOWS THE PROCESS DESCRIBED IN TREASURY REGULATION 4958(6)(C) FOR ESTABLISHING THE REBUTTABLE PRESUMPTION OF REASONABLENESS IN THE REVIEW, APPROVAL, AND DOCUMENTATION OF OFFICER, KEY MANAGEMENT, AND DIRECTOR COMPENSATION. AS PART OF THE ANNUAL BUDGETING PROCESS THE GOVERNING BOARD REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS IN THE ANNUAL BUDGET. THIS IS BASED ON COMPARABILITY FACTORS INCLUDING BUT NOT LIMITED TO THE SIZE OF THE ORGANIZATION, THE GEOGRAPHICAL LOCATION OF THE ORGANIZATION, AND THE EMPLOYEE'S LENGTH OF SERVICE. THIS PROCESS IS CONDUCTED ON AN ANNUAL BASIS FOR THE FOLLOWING POSITIONS: CEO, CFO, COO, CNO, PRESIDENT AND VICE PRESIDENTS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST AT THE ADMINISTRATION OFFICES. | FORM 990, PART VI, SECTION C, LINE 19 | |
| EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF FOUR NORTH CAROLINA NONPROFIT CORPORATIONS (WAKE FOREST UNIVERSITY, NORTH CAROLINA BAPTIST HOSPITAL, WAKE FOREST UNIVERSITY HEALTH SCIENCES, AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER) ENTERED INTO AN AGREEMENT (THE "MEDICAL CENTER INTEGRATION AGREEMENT" OR "MCIA") UNDER WHICH THE POWER TO OPERATE EACH OF NORTH CAROLINA BAPTIST HOSPITAL ("NCBH") AND WAKE FOREST UNIVERSITY HEALTH SCIENCES("WFUHS"), INCLUDING THEIR RESPECTIVE "SUBSIDIARIES, AFFILIATES, AND JOINT VENTURES", WAS DELEGATED TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC"). WFUHS IS A WHOLLY-CONTROLLED SUBSIDIARY OF WAKE FOREST UNIVERSITY ("WFU"). WFUBMC IS NOW A MEMBERSHIP NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS ARE NCBH (WHICH ENTITY IS UNRELATED TO WFU) AND WFU. THIS CONSOLIDATION OF MANAGEMENT IN WFUBMC OF THE VARIOUS ACADEMIC MEDICAL CENTER OPERATIONS, SUBJECT TO SUBSTANTIAL RESERVED POWERS IN EACH OF THE WFU AND NCBH CONSTITUENT MEMBERS' (OR IN WFUHS') BOARDS, MANDATED CHANGES IN THE GOVERNANCE DOCUMENTS OF EACH ORGANIZATION (WFUHS, NCBH, AND WFU), WHICH CHANGES WERE MADE DURING THE TAX YEAR. THE FILING ORGANIZATION IS CONTROLLED BY WFUBMC THROUGH WFUHS AND NCBH, WHICH ARE THE MEMBERS OF DAVIDSON HEALTHCARE, INC. THE SOLE MEMBER OF THE FILING ORGANIZATION. WHILE NO CONFORMING CHANGES TO THE FILING ORGANIZATION'S GOVERNANCE DOCUMENTS WERE MADE DURING THE TAX YEAR, THE FILING ORGANIZATION'S MANAGEMENT HAS BEEN DIRECTLY IMPACTED BY THE MCIA, AS REFLECTED IN THE CHANGES MADE TO THE GOVERNANCE DOCUMENTS OF ITS PARENT, WFUBMC, WFUHS AND NCBH. | FORM 990, PART VI, SECTION A, LINE 3: | |
| THE FOLLOWING PERSONS WERE COMPENSATED DIRECTLY BY DAVIDSON HEALTHCARE, INC., THE FILING ORGANIZATION, LEXINGTON MEMORIAL HOSPITAL, INC., NORTH CAROLINA BAPTIST HOSPITAL, AN UNRELATED ORGANIZATION, OR WAKE FOREST UNIVERSITY HEALTH SCIENCES, AN UNRELATED ORGANIZATION, FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION. EACH PERSON;S POSITION IN EACH ORGANIZATION, AND THE AVERAGE HOURS PER WEEK THAT THEY DEVOTE TO EACH ENTITY, ARE SHOWN BELOW. STEVEN C. SHULTZ CEO, FILING ORGANIZATION 24.7 HOURS PER WEEK PRESIDENT/CEO, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK PRESIDENT / CEO, LEXINGTON MEMORIAL HOSPITAL, FOUNDATION INC. 0.1 HOUR PER WEEK PRESIDENT / CHAIR, LEXMEDICAL, INC. 14.0 HOURS PER WEEK CHAIR, LEXHEALTH, INC. 0.1 HOUR PER WEEK PRESIDENT / CHAIR, LEXPROPERTIES, INC. 0.1 HOUR PER WEEK TERRY L. HALES, JR. DIRECTOR, FILING ORGANIZATION 3.0 HOURS PER WEEK ASSISTANT TREASURER, WFUHS 24.6 HOURS PER WEEK VICE PRESIDENT, TREASURER, PIEDMONT TRIAD RESEARCH PARK 4.0 HOURS PER WEEK TREASURER, PTRP DEVELOPMENT CORPORATION 2.0 HOURS PER WEEK DIRECTOR, TREASURER, IDEALLIANCE 0.2 HOUR PER WEEK DIRECTOR, TREASURER, IDEALLIANCE FOUNDATION 0.2 HOUR PER WEEK ASSISTANT TREASURER, DIALYSIS ACCESS GROUP OF WAKE FOREST UNIVERSITY, LLC 1.0 HOUR PER WEEK DIRECTOR/ASSISTANT TREASURER, DIALYSIS CENTERS (GROUP RETURN) 2.0 HOURS PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 3.0 HOURS PER WEEK DONNY LAMBETH DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK CHAIRMAN, DAVIE COUNTY EMERGENCY HEALTH CORPORATION 1.0 HOUR PER WEEK SECRETARY, NORTH CAROLINA BAPTIST HOSPITAL FOUNDATION (7/1-12/31) 0.1 HOUR PER WEEK TRUSTEE, CARENET, INC. 0.1 HOUR PER WEEK PRESIDENT, NCBH 36.0 HOURS PER WEEK PRESIDENT, WFUBMC COMMUNITY PHYSICIANS 1.0 HOUR PER WEEK DIRECTOR, LEXMEDICAL, INC. 1.0 HOUR PER WEEK CHAIRMAN, HAWTHORNE INN & CONFERENCE CENTER 0.1 HOUR PER WEEK SECRETARY, THE NURSING CENTER AT OAK SUMMIT (7/1-12/31) 0.1 HOUR PER WEEK MEMBER, NORTHWEST COMMUNITY CARE NETWORK, INC. 0.1 HOUR PER WEEK TRUSTEE, SECRETARY, TREASURER, THE MEDICAL FOUNDATION OF WFUHS AND NCBH 0.1 HOUR PER WEEK DANNY SQUIRES VP / CFO, FILING ORGANIZATION 26.0 HOURS PER WEEK CFO, DAVIE COUNTY EMERGENCY HEALTH CORPORATION 2.0 HOURS PER WEEK VP / CFO, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK VP / CFO, LEXINGTON MEMORIAL HOSPITAL FOUNDATION, INC. 2.0 HOURS PER WEEK VP / CFO, LEXMEDICAL, INC. 7.0 HOURS PER WEEK VP / CFO, LEXPROPERTIES, INC. 1.0 HOUR PER WEEK VP / CFO, LEXHEALTH, INC. 1.0 HOUR PER WEEK BARBARA B. SMITH SECRETARY, FILING ORGANIZATION 34.0 HOURS PER WEEK SECRETARY, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK SECRETARY, LEXINGTON MEMORIAL HOSPITAL FOUNDATION, INC. 2.0 HOURS PER WEEK SECRETARY, LEXMEDICAL, INC. 1.0 HOUR PER WEEK SECRETARY, LEXPROPERTIES, INC. 1.0 HOUR PER WEEK SECRETARY, LEXHEALTH, INC. 1.0 HOUR PER WEEK CHRISTOPHER T. WHITE ASSISTANT TREASURER, FILING ORGANIZATION 31.0 HOURS PER WEEK ASSISTANT TREASURER, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK ASSISTANT TREASURER, LEXINGTON MEMORIAL HOPITAL FOUNDATION, INC. 2.0 HOURS PER WEEK ASSISTANT TREASURER, LEXMEDICAL, INC. 5.0 HOURS PER WEEK ASSISTANT TREASURER, LEXPROPERTIES, INC. 1.0 HOUR PER WEEK CHARLES MILLER, JR. CHAIR, FILING ORGANIZATION 1.0 HOUR PER WEEK CHAIR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK DIRECTOR, LEXMEDICAL, INC. 1.0 HOUR PER WEEK DIRECTOR, LEXPROPERTIES, INC. 1.0 HOUR PER WEEK ROBERT B. SMITH, JR. VICE CHAIR, FILING ORGANIZATION 1.0 HOUR PER WEEK VICE CHAIR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK DAN BRIGGS DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK RAY N. HOWELL, III, PHD DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK GORDON C. KAMMIRE, M.D. DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK EVELYN KEPLEY DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK DIRECTOR, LEXINGTON MEMORIAL HOSPITAL FOUNDATION, INC. 1.0 HOUR PER WEEK JEFF MAST DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK STALEY J. NANCE DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK J. SIMMONS RIGGAN, M.D. DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK PATRICIA SHOEMAKER DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK ROBERT CRAVEN DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK MARK BREEDEN DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK DAVID WAGNER, M.D. DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK JAMES HOEKSTRA, M.D. DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK LARRY POTTS DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK W. LEON RIVES DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK WILLIAM W. WOODRUFF, M.D. DIRECTOR, FILING ORGANIZATION 1.0 HOUR PER WEEK DIRECTOR, DAVIDSON HEALTHCARE, INC. 1.0 HOUR PER WEEK | FORM 990, PART VII, COLUMN (B) | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | CONTRIBUTIONS TO AFFILIATES (NET) -1,576,118. MINORITY INTEREST IN SUBSIDIARY -35,716. UNREALIZED GAIN ON OTHER THAN TRADING SECURITIES 95,699. INCREASE IN UNFUNDED PORTION OF POSTRETIREMENT BENEFIT OBLIGATION -10,026. DECREASE IN EQUITY INVESTMENT -303,177. TOTAL TO FORM 990, PART XI, LINE 5: -1,829,338. | FORM 990, PART XI, LINE 5: |
| NO CHANGES FROM PRIOR YEAR METHOD OF OVERSIGHT. | FORM 990, PART XI, LINE 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEXPOINT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 HOSPITAL DRIVE | AddressLine1 |
| City | LEXINGTON | City |
| State | NC | State |
| ZIP Code | 27292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PROVIDE MEDICAL IMAGING SERVICES TO THE RESIDENTS OF DAVIDSON COUNTY, NC | PrimaryActivities |
| Legal Domicile State | NC | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| DAVIDSON HEALTHCARE INC | ||||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27292 | 561474399 | SUPPORT OF LEXINGTON MEMORIAL HOSPITAL, INC. | NC | 501(C)(3) | LINE 11B, II | N/A | 0 |
| LEXPROPERTIES INC | ||||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27292 | 561474401 | HOLD REAL ESTATE | NC | 501(C)(2) | N/A | 0 | |
| LEXHEALTH INC | ||||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27292 | 561474400 | PROMOTED AND SUPPORTED COST-EFFECTIVE HEALTH CARE FOR RESIDENTS OF THE TRIAD | NC | 501(C)(3) | LINE 11B, II | N/A | 0 |
| LEXMEDICAL INC | ||||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27292 | 561941380 | PHYSICIAN PRACTICES | NC | 501(C)(3) | LINE 3 | N/A | 0 |
| LEXINGTON MEMORIAL HOSPITAL FOUNDATION INC | ||||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27292 | 581876553 | FUNDRAISING | NC | 501(C)(3) | LINE 11B, II | N/A | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANCER CENTER OF DAVIDSON COUNTY LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N CHESTNUT STREET SUITE 111 | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264239870 | EIN |
| Primary Activity | PROVIDE ONCOLOGY SERVCIES TO RESIDENTS OF DAVIDSON COUNTY, NC | PrimaryActivity |
| Legal Domicile State | NC | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | RELATED | PredominantIncomeType |
| Share Of Total Income | -303177 | ShareOfTotalIncome |
| Share Of EOY Assets | 370486 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| LEXCARE INC | ||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27292 | 561474407 | PHARMACY | NC | N/A | C |
| MEDICAL PARK OFFICES UNIT OWNERS ASSOCIATION | ||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27292 | 561685147 | CONDO OWNERS ASSOCIATION | NC | N/A | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |