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FORSYTH MEMORIAL HOSPITAL INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
FORSYTH MEMORIAL HOSPITAL INC (EIN 56-0928089)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-13
IRS object ID
201243189349302924
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-13T13:42:23-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN560928089EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FORSYTH MEMORIAL HOSPITALBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFORSNameControl
Phone3367182803Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12085 FRONTIS PLAZA BLVDAddressLine1
CityWINSTON SALEMCity
StateNCState
ZIP Code27103ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameFRED HARGETTName
TitleEVP & CFOTitle
Phone3367182803Phone
Date Signed2012-11-13DateSigned
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1FORSYTH MEDICAL CENTERBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonJEFFREY LINDSAYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12085 FRONTIS PLAZA BLVDAddressLine1
CityWINSTON SALEMCity
StateNCState
ZIP Code27103ZIPCode
FieldValueIRS element (for citing)
Gross Receipts955803810GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.FORSYTHMEDICALCENTER.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1968YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionSEE SCHEDULE OActivityOrMissionDescription
Nbr Voting Members Governing Body20NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees7584TotalNbrEmployees
Total Nbr Volunteers986TotalNbrVolunteers
Total Gross UBI500673TotalGrossUBI
Net Unrelated Business Txbl Income109574NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3414624ContributionsGrantsPriorYear
Contributions Grants Current Year2577799ContributionsGrantsCurrentYear
Program Service Revenue Prior Year835247712ProgramServiceRevenuePriorYear
Program Service Revenue CY887587244ProgramServiceRevenueCY
Investment Income Prior Year-12263InvestmentIncomePriorYear
Investment Income Current Year-244870InvestmentIncomeCurrentYear
Other Revenue Prior Year62398310OtherRevenuePriorYear
Other Revenue Current Year65567008OtherRevenueCurrentYear
Total Revenue Prior Year901048383TotalRevenuePriorYear
Total Revenue Current Year955487181TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year180878GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY372774GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year386412199SalariesEtcPriorYear
Salaries Etc Current Year425101646SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year421385517OtherExpensePriorYear
Other Expenses Current Year477298833OtherExpensesCurrentYear
Total Expenses Prior Year807978594TotalExpensesPriorYear
Total Expenses Current Year902773253TotalExpensesCurrentYear
Revenues Less Expenses Prior Year93069789RevenuesLessExpensesPriorYear
Revenues Less Expenses CY52713928RevenuesLessExpensesCY
Total Assets BOY850834530TotalAssetsBOY
Total Assets EOY889125682TotalAssetsEOY
Total Liabilities BOY49541905TotalLiabilitiesBOY
Total Liabilities EOY46251404TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY801292625NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY842874278NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense762688535Expense
Grants372774Grants
Revenue947540011Revenue
DescriptionFORSYTH MEMORIAL HOSPITAL, INC. (FMH) AND KERNERSVILLE MEDICAL CENTER (KMC) CARRY OUT THE PURPOSE OF THE FORSYTH COUNTY BOARD OF COMMISSIONERS BY ADVANCING AND SUPPORTING THE PROMOTION OF THE HEALTH OF THE INHABITANTS OF FORSYTH COUNTY AND THE KERNERSVILLE AREA. FMH AND KMC MAINTAIN AN OPEN DOOR POLICY, ACCEPTING ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. FMH HAS 921 LICENSED BEDS. DURING 2011 THERE WERE 228,862 PATIENT DAYS WITH AN AVERAGE LENGTH OF STAY OF 5.78 DAYS, AN AVERAGE DAILY CENSUS OF 627, AND 39,629 DISCHARGES. THERE WERE 25,479 INPATIENT AND OUTPATIENT SURGERIES, A TOTAL OF 1,054,801 OUTPATIENT ENCOUNTERS AND 95,146 EMERGENCY DEPARTMENT VISITS. (CONTINUED ON SCHDULE 0)KMC HAS 50 LICENSED BEDS. DURING 2011 THERE WERE 4,175 PATIENT DAYS WITH AN AVERAGE LENGTH OF STAY OF 3.19 DAYS, AND AVERAGE DAILY CENSUS OF 14, AND 1,309 DISCHARGES. THERE WERE 1,429 INPATIENT AND OUTPATIENT SURGERIES, A TOTAL OF 15,535 OUTPATIENT ENCOUNTERS AND 14,893 EMERGENCY DEPARTMENT VISITS.Description
Total Program Service Expense762688535TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital1Hospital
Financial Stmt Attached1FinancialStmtAttached
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10963NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees7584NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members20NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNCStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1KAREN DAUGHERTYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3367182803TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12085 FRONTIS PLAZA BLVDAddressLine1
CityWINSTON SALEMCity
StateNCState
ZIP Code27103ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
BAREFOOTSAMUAL
TRUSTEE2.00X000
CARROLLJOE
TRUSTEE2.00X000
COLONNADAVID
TRUSTEE2.00X0105000
EDWARDSJOEL LYNN
TRUSTEE2.00X414293049527
EGGERSGERALD
TRUSTEE2.00X000
ELYJOSEPH
SEC2.00X000X
FORIESTBRYANT
TRUSTEE2.00X000
FULLERSTANLEY BRIAN
TRUSTEE2.00X041985141829
GREENGARY
TREASURER2.00X000X
HAULSEEHADA EE VARONA
VICE CHAIR2.00X000X
JOHNSONJOIA
TRUSTEE2.00X000
JONESBRUCE
TRUSTEE2.00X000
LAMBECLARENCE
TRUSTEE2.00X000
LEAVITTROBERT
TRUSTEE2.00X000
LOGANJOSEPH
TRUSTEE2.00X000
MCNEIL-MILLERKAREN
CHAIR2.00X000X
POLLARDHAROLD
TRUSTEE2.00X000
POLONSKYSHERRY
TRUSTEE2.00X000
REAVESDONALD
TRUSTEE2.00X000
WOLFE IIIJOHN
TRUSTEE2.00X000
LINDSAYJEFFERY T
PRESIDENT FMC/COO WS MARKET60.007574100352308X
MCGEELAWRENCE UPCHURCH
SVP & GC2.0001088209423765X
MORRISJOHN BENTON
ASST SEC2.00027797735153X
ALLENJOANNE
PRES-KVILLE60.00207683023483X
HAMMESPAUL H
SVP & COO FMC60.00476027044491X
WALLEYBRUCE DOUGLAS
SVP MED AFFRS60.00460555013381X
BRAVOJULIO R
RHEUMATOLOGIST40.00498779044354X
CANNONTHOMAS B
FAMILY PRACTITIONER40.00464265063972X
CHASECHERE MONIQUE
MEDICAL DIRECTOR40.00503865027298X
EBERLEROBERT A
INTERNIST40.00467927047972X
STURGILLWILLIAM H
DERMATOLOGIST40.00466529042948X
ALLENELMS LEACH
FORMER SVP MED AFFRS0.00284398026795X
FieldValueIRS element (for citing)
Total Reportable Comp From Org5001731TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1796537TotalReportableCompFrmRltdOrgs
Total Other Compensation1237276TotalOtherCompensation
Number Individuals GT100 K383NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MORRISON MANAGEMENT SPECIALISTS
PO BOX 102289ATLANTAGA30368FOOD SERVICE6467291
NURSEFINDERS INC
PO BOX 910738DALLASTX75391STAFFING5520854
AMERICAN RED CROSS
PO 905890CHARLOTTENC28290BLOOD PROCESSING4390536
LABORATORY CORPORATION OF AMERICA
PO BOX 12140BURLINGTONNC27216LAB SERVICES3150737
PIEDMONT TRIAD ANESTHESIA
PO BOX 602365CHARLOTTENC28260ANESTHESIA SERVICES2830589
FieldValueIRS element (for citing)
Number Of Contractors GT100 K76NumberOfContractorsGT100K
Related Organizations2336014RelatedOrganizations
All Other Contributions241785AllOtherContributions
Total Contributions2577799TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionNET PATIENT REVENUEDescription
Business Code621990BusinessCode
Total Revenue Column887587244TotalRevenueColumn
Related Or Exempt Function Income887587244RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue887587244TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column5560TotalRevenueColumn
Exclusion$5,560ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real3581121Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real0Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real3581121Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column3581121TotalRevenueColumn
Exclusion$3,581,121ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other66199Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Other316629Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other-250430Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-250430TotalRevenueColumn
Exclusion-$250,430ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
PHARMACY4461105063566550183374452291
MISCELLANEOUS REVENUE6219905776865572848348382
CAFETERIA72221033349643334964

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column2238393TotalRevenueColumn
Related Or Exempt Function Income705946RelatedOrExemptFunctionIncome
Exclusion$1,532,447ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue61985887TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column955487181TotalRevenueColumn
Related Or Exempt Function Income947540011RelatedOrExemptFunctionIncome
Unrelated Business Revenue500673UnrelatedBusinessRevenue
Exclusion$4,868,698ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total265060Total
Program Services265060ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total107714Total
Program Services107714ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2991927Total
Management And General2991927ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total339058603Total
Program Services326106564ProgramServices
Management And General12952039ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total16437506Total
Program Services15809593ProgramServices
Management And General627913ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total43559352Total
Program Services41895385ProgramServices
Management And General1663967ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total23054258Total
Program Services22173585ProgramServices
Management And General880673ManagementAndGeneral

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total179313Total
Management And General179313ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total297Total
Management And General297ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3150Total
Management And General3150ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total51669673Total
Program Services42827996ProgramServices
Management And General8841677ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total4654489Total
Program Services4476688ProgramServices
Management And General177801ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total5852682Total
Program Services5629110ProgramServices
Management And General223572ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total6440453Total
Program Services6194428ProgramServices
Management And General246025ManagementAndGeneral

Royalties Royalties

FieldValueIRS element (for citing)
Total5269Total
Program Services5068ProgramServices
Management And General201ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total30326092Total
Program Services29167635ProgramServices
Management And General1158457ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total417343Total
Program Services401400ProgramServices
Management And General15943ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total551559Total
Program Services530489ProgramServices
Management And General21070ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total16320498Total
Program Services15697055ProgramServices
Management And General623443ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total22494927Total
Program Services21635621ProgramServices
Management And General859306ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total1680250Total
Program Services1616064ProgramServices
Management And General64186ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
CORPORATE ALLOCATION107614747107614747
MEDICAL SUPPLIES9485139394851393
DRUGS7949155179491551
INCOME TAXES6293362933

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total54682214Total
Program Services53806136ProgramServices
Management And General876078ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total902773253Total
Program Services762688535ProgramServices
Management And General140084718ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2350739BOY
EOY3529739EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY230565BOY
EOY167577EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY125995888BOY
EOY98613263EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY47685BOY
EOY30685EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY6556006BOY
EOY7792203EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY11035044BOY
EOY14946588EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1084525BOY
EOY368711EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis370511852LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec214086433LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY77148221BOY
EOY156425419EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY29563796BOY
EOY31510968EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY596822061BOY
EOY575740529EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY850834530BOY
EOY889125682EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY43941007BOY
EOY38342075EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY191829BOY
EOY189281EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY5409069BOY
EOY7720048EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY49541905BOY
EOY46251404EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY801292625BOY
EOY842874278EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY801292625BOY
EOY842874278EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY850834530BOY
EOY889125682EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses52713928ReconcilationRevenueExpenses
Reconcilation Other Changes-11132275ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators0DirectContactLegislators
Rallies Demonstrations0RalliesDemonstrations
Other Activities1OtherActivities
Other Activities$68,388OtherActivitiesAmount
Total Lobbying Expenditures IIB68388TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierPART IV, SUPPLEMENTAL INFORMATION:Identifier
ExplanationSCHEDULE C, PART II-B, LINE 1I DUES PAID TO CERTAIN ORGANIZATIONS WHICH INCLUDE A PORTION RELATED TO LOBBYING ACTIVITIES.Explanation

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis4082278OtherCostOrOtherBasis
Book Value4082278BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis73660088OtherCostOrOtherBasis
Depreciation2451212Depreciation
Book Value71208876BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis9634929OtherCostOrOtherBasis
Depreciation5887380Depreciation
Book Value3747549BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis272812936OtherCostOrOtherBasis
Depreciation205495368Depreciation
Book Value67317568BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis10321621OtherCostOrOtherBasis
Depreciation252473Depreciation
Book Value10069148BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings156425419TotalOfBookValueLandBuildings

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBook ValueBookValue
DUE FROM AFFILIATES575671064
INCOME TAX RECEIVABLE69465
FieldValueIRS element (for citing)
Total Book Value Other Assets575740529TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
CAPITAL LEASE PAYABLE$224,344
THIRD PARTY PAYABLE$7,495,704
FieldValueIRS element (for citing)
Total Of Amounts7720048TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationLIABILITY UNDER FIN 48 (ASC 740) FOOTNOTE THE AUDIT FOR NOVANT HEALTH AND ITS AFFILIATES IS PREPARED ON A CONSOLIDATED BASIS. THE COMPANY WAS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THIS EVALUATION INCLUDES A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF OUR FOR-PROFIT SUBSIDIARIES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE COMPANY'S STATEMENT OF OPERATIONS FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010.Explanation

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care Policy1CharityCarePolicy
Written Policy1WrittenPolicy
Policy Applied To Most HospitalsXPolicyAppliedToMostHospitals
FPG Reference Free Care1FPGReferenceFreeCare

Other Percentage OtherPercentage

FieldValueIRS element (for citing)
OtherXOther
Free Other Percentage300.000000000000FreeOtherPercentage
FieldValueIRS element (for citing)
FPG Reference Discounted Care0FPGReferenceDiscountedCare
Free Disc Care Medically Indigent1FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care1AmountsBudgetedForCharityCare
Expenses Exceeded Budget0ExpensesExceededBudget
Annual Community Benefit Report1AnnualCommunityBenefitReport
Report Publically Available1ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense33858393TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense33858393NetCommunityBenefitExpense
Percent Of Total Expense0.03750PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense85980574TotalCommunityBenefitExpense
Direct Offsetting Revenue56472700DirectOffsettingRevenue
Net Community Benefit Expense29507874NetCommunityBenefitExpense
Percent Of Total Expense0.03270PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

FieldValueIRS element (for citing)
Total Community Benefit Expense9288255TotalCommunityBenefitExpense
Direct Offsetting Revenue6092030DirectOffsettingRevenue
Net Community Benefit Expense3196225NetCommunityBenefitExpense
Percent Of Total Expense0.00350PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense129127222TotalCommunityBenefitExpense
Direct Offsetting Revenue62564730DirectOffsettingRevenue
Net Community Benefit Expense66562492NetCommunityBenefitExpense
Percent Of Total Expense0.07370PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense13896288TotalCommunityBenefitExpense
Direct Offsetting Revenue1728074DirectOffsettingRevenue
Net Community Benefit Expense12168214NetCommunityBenefitExpense
Percent Of Total Expense0.01350PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense1461062TotalCommunityBenefitExpense
Direct Offsetting Revenue871585DirectOffsettingRevenue
Net Community Benefit Expense589477NetCommunityBenefitExpense
Percent Of Total Expense0.00070PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense37331212TotalCommunityBenefitExpense
Direct Offsetting Revenue28729811DirectOffsettingRevenue
Net Community Benefit Expense8601401NetCommunityBenefitExpense
Percent Of Total Expense0.00950PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense649382TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense649382NetCommunityBenefitExpense
Percent Of Total Expense0.00070PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense372774TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense372774NetCommunityBenefitExpense
Percent Of Total Expense0.00040PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense53710718TotalCommunityBenefitExpense
Direct Offsetting Revenue31329470DirectOffsettingRevenue
Net Community Benefit Expense22381248NetCommunityBenefitExpense
Percent Of Total Expense0.02480PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense182837940TotalCommunityBenefitExpense
Direct Offsetting Revenue93894200DirectOffsettingRevenue
Net Community Benefit Expense88943740NetCommunityBenefitExpense
Percent Of Total Expense0.09850PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense Reported1BadDebtExpenseReported
Bad Debt Expense$31,748,242BadDebtExpenseAmount
Amount Attributable To0AmountAttributableTo
Amount Reimbursed By Medicare167011768AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare190392325CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-23380557MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection Policy1WrittenDebtCollectionPolicy
Provision For Charity Care0ProvisionForCharityCare
Number Of Hospital Facilities2NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)

Facility NumberFacilityNumberAddress Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalEr24 HoursEr24Hours
FORSYTH MEMORIAL HOSPITAL INC
13333 SILAS CREEK PARKWAYWINSTON SALEMNC27103XXX
FMH DBA KERNERSVILLE MEDICAL CENTER
21750 KERNERSVILLE MEDICAL PARKWAYKERNERSVILLENC27284XXX

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)

Hospital Facility NumberHospitalFacilityNumberEligibility Criteria ExplainedEligibilityCriteriaExplainedUses FPG FreeUsesFPGFreeFPG Free PercentFPGFreePercentUses FPG DiscountedUsesFPGDiscountedExplains BasisExplainsBasisExplains Application MethodExplainsApplicationMethodIncludes Publicity MeasuresIncludesPublicityMeasuresPosted On WebsitePostedOnWebsiteAttached To InvoicesAttachedToInvoicesPosted In Emergency RoomPostedInEmergencyRoomPosted In Admission OfficePostedInAdmissionOfficeProvided On AdmissionProvidedOnAdmissionAvailable On RequestAvailableOnRequestActions On NonpaymentActionsOnNonpaymentCollection ActivitiesCollectionActivitiesNondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicyUsed Other MethodUsedOtherMethodAmounts Generally BilledAmountsGenerallyBilledGross ChargesGrossCharges
FORSYTH MEMORIAL HOSPITAL INC
111300.0000000000000011XXXXXX101X00
FMH DBA KERNERSVILLE MEDICAL CENTER
211300.0000000000000011XXXXXX101X00

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

FieldValueIRS element (for citing)
Number Of Other Facilities52NumberOfOtherFacilities

Other Facilities OtherFacilities (52 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeFacility TypeFacilityTypeAddress Line2Address/AddressLine2
WINSTON-SALEM HEALTH CARE
250 CHARLOIS BOULEVARDWINSTON SALEMNC27103PHYSICIAN CLINIC
FMCIMAPLEWOOD
3155 MAPLEWOOD AVENUEWINSTON SALEMNC27103IMAGING CENTER
FMCIBREAST CLINIC
2025 FRONTIS PLAZA BLVD SUITE 300WINSTON SALEMNC27103IMAGING CENTER
MAPLEWOOD FAMILY PRACTICE
ROBINHOOD MEDICAL PLAZA BLDG 100WINSTON SALEMNC27106PHYSICIAN CLINIC
INPATIENT PHYSICIANS OF FORSYTH
3333 SILAS CREEK PARKWAYWINSTON SALEMNC27103PHYSICIAN CLINIC
FMCIWSHC RADIOLOGY
250 CHARLOIS BOULEVARDWINSTON SALEMNC27103IMAGING CENTER
SALEM FAMILY PRACTICE
105 VEST MILL CIRCLEWINSTON SALEMNC27103PHYSICIAN CLINIC
FORSYTH INTERNAL MEDICINE
1381 WESTGATE CENTER DRIVEWINSTON SALEMNC27103PHYSICIAN CLINIC
MOUNTAINVIEW MEDICAL
216 MOORE ROADKINGNC27021PHYSICIAN CLINIC
KERNERSVILLE FAMILY PRACTICE
291 BROAD STREETKERNERSVILLENC27284PHYSICIAN CLINIC
FMCIKERNERSVILLE IMAGING CENTER
445 PINEVIEW DRIVE SUITE 100KERNERSVILLENC27284IMAGING CENTER
MEDICAL ASSOCIATES OF SURRY
865 WESTLAKE DRIVEMOUNT AIRYNC27030PHYSICIAN CLINIC
MEDICAL ASSOCIATES OF DAVIE
485 VALLEY ROADMOCKSVILLENC27028PHYSICIAN CLINIC
PHOA KERNERSVILLE
445 PINEVIEW DRIVEKERNERSVILLENC27284PHYSICIAN CLINIC
CHAIR CITY FAMILY PRACTICEMEDZONE
903 RANDOLPH STREETTHOMASVILLENC27360PHYSICIAN CLINIC
UROLOGY PARTNERS
180 KIMEL PARK DRIVE SUITE 110WINSTON SALEMNC27103PHYSICIAN CLINIC
PHOA LEXINGTON
1370 PIEDMONT DRIVE SUITE 202LEXINGTONNC272952053PHYSICIAN CLINIC
PHOA MT AIRY
865 WEST LAKE DRIVEMT AIRYNC270302157PHYSICIAN CLINIC
YADKIN MEDICAL ASSOCIATES
305 EAST LEE AVENUEYADKINVILLENC27055PHYSICIAN CLINIC
PREMIER MEDICAL ASSOCIATES
3333 BROOKVIEW HILLS BLVD STE 204WINSTON SALEMNC27103PHYSICIAN CLINIC
FAMILY MEDICAL ASSO OF LEWISVILLE
1225 LEWISVILLE-CLEMMONS ROADLEWISVILLENC27023PHYSICIAN CLINIC
THOMASVILLE MEDICAL ASSOCIATES
309 PINEYWOOD ROADTHOMASVILLENC27360PHYSICIAN CLINIC
KING HEALTHCARE PHARMACY
212 MOORE ROADKINGNC27021PHARMACY
WINSTON-SALEM HEALTH CARE DERMATOLOGY
175 KIMEL PARK DRIVEWINSTON SALEMNC27103PHYSICIAN CLINIC
FORSYTH ENDOCRINE CONSULTANTS
755 HIGHLAND OAKS DRIVE SUITE 201WINSTON SALEMNC27103PHYSICIAN CLINIC
FORSYTH HEALTHCARE PHARMACY
3333 SILAS CREEK PARKWAYWINSTON SALEMNC27103PHARMACY
CLEMMONS FAMILY PRACTICE
6301 STADIUM DRIVECLEMMONSNC27012PHYSICIAN CLINIC
ARCADIA FAMILY PRACTICE
12208 HWY 150 NORTHWINSTON SALEMNC27127PHYSICIAN CLINIC
NORTH POINT MEDICAL ASSOCIATES
1995 BETHABARA ROADWINSTON SALEMNC27106PHYSICIAN CLINIC
INFECTIOUS DISEASE SPECIALISTS
1381 WESTGATE CENTER DRIVEWINSTON SALEMNC27103PHYSICIAN CLINIC
RHEUMATOLOGY & ARTHRITIS ASSOCIATES
1995 BETHABARA ROADWINSTON SALEMNC27106PHYSICIAN CLINIC
MAPLEWOOD FAMILY PRACTICE
5110 ROBINHOOD VILLAGE DRIVE STEWINSTON SALEMNC27106PHYSICIAN CLINICC-1
WEST FORSYTH FAMILY MEDICINE
105 STADIUM OAKS DRIVECLEMMONSNC27012PHYSICIAN CLINIC
NEW GARDEN MEDICAL ASSOCIATES
1941 NEW GARDEN ROADGREENSBORONC27410PHYSICIAN CLINIC
GATEWAY FAMILY PRACTICE
390 SALEM AVENUEWINSTON SALEMNC27101PHYSICIAN CLINIC
FORSYTH INTERNAL MEDICINE K'VILLE
445 PINEVIEW DRIVE SUITE 240KERNERSVILLENC27284PHYSICIAN CLINIC
SALEM HEALTHCARE PHARMACY
105 VEST MILL CIRCLEWINSTON SALEMNC27103PHARMACY
PILOT MOUNTAIN FAMILY MEDICINE
207 MEDICAL STREETPILOT MOUNTAINNC27041PHYSICIAN CLINIC
WINSTON-SALEM HEALTH CARE PSYCHIATRY
280 CHARLOIS BOULEVARDWINSTON SALEMNC27103PHYSICIAN CLINIC
PHOA ELKIN
505 SAMARITANS RIDGE COURTELKINNC28621PHYSICIAN CLINIC
INPATIENT PHYSICIANS OF DAVIDSON
207 OLD LEXINGTON ROADTHOMASVILLENC27360PHYSICIAN CLINIC
MEDICAL ASSOCIATES OF DAVIE HILLSDALE
121 MEDICAL DRIVEADVANCENC27006PHYSICIAN CLINIC
FORSYTH COMPREHENSIVE NEUROLOGY
2025 FRONTIS PLAZA BLVD STE 120WINSTON SALEMNC27103PHYSICIAN CLINIC
PALLIATIVE CARE SERVICES
3333 SILAS CREEK PARKWAYWINSTON SALEMNC27103PHYSICIAN CLINIC
PHOA STATESVILLE
276 OLD MOCKSVILLE ROADSTATESVILLENC286251949PHYSICIAN CLINIC
LEXINGTON PRIMARY CARE
110 WEST MEDICAL PARK DRIVELEXINGTONNC272926773PHYSICIAN CLINIC
FOOTHILLS FAMILY MEDICINE
600 CHATHAM MEDICAL PARKELKINNC28621PHYSICIAN CLINIC
TRIAD ENDOCRINE CONSULTANTS
500 PINEVIEW DRIVE SUITE 101KERNERSVILLENC27284PHYSICIAN CLINIC
STROKE BRIDGE CLINIC
3333 SILAS CREEK PARKWAYWINSTON SALEMNC27103PHYSICIAN CLINIC
WINSTON SALEM CARDIOLOGY
186 KIMEL PARK DRIVEWINSTON SALEMNC27103PHYSICIAN CLINIC
WALKERTOWN FAMILY PRACTICE
2800 DARROW ROADWALKERTOWNNC27051PHYSICIAN CLINIC
FRIEDBERG FAMILY MEDICINE
5010 PETERS CREEK PARKWAYWINSTON SALEMNC27127PHYSICIAN CLINIC

Form990 Schedule H Part VI Form990ScheduleHPartVI (19 entries)

ExplanationExplanationIdentifierIdentifierReturn ReferenceReturnReference
PART I, LINE 3C: ALL UNINSURED PATIENTS RECEIVE A STANDARD DISCOUNT REGARDLESS OF THEIR ABILITY TO PAY. THIS DISCOUNT MIRRORS OUR AVERAGE MANAGED CARE RATE. PATIENTS BELOW 300% OF THE FEDERAL POVERTY GUIDELINES ARE DISCOUNTED AT 100% (3A: FREE CARE). OTHER PATIENTS MAY ALSO BE ELIGIBLE FOR DISCOUNTS FOR BALANCES ABOVE $5,000 (CATASTROPHIC DISCOUNT).
PART I, LINE 6A: THE ORGANIZATION IS PART OF THE NOVANT HEALTH CARE SYSTEM AND THE COMMUNITY BENEFIT REPORT IS PREPARED BY A RELATED ORGANIZATION. NOVANT HEALTH, INC. PRODUCES ITS OWN COMMUNITY BENEFIT REPORT, WHICH REPRESENTS THE HEALTH SYSTEM AS A WHOLE AND CAN BE FOUND ATHTTP://WWW.NOVANTHEALTH.ORG/GIVEBACK/COMMUNITYBENEFITREPORT.ASPX.PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES.
PART I, LINE 7: COSTS REPORTED IN THE TABLE OF CHARITY CARE AND CERTAIN OTHER COMMUNITY BENEFITS AMOUNTS ARE CALCULATED USING AN ENTITY SPECIFIC COST TO CHARGE RATIO BASED ON WORKSHEET 2 (RCC).
PART I, L7 COL(F): THE AMOUNT OF BAD DEBT REMOVED FROM TOTAL EXPENSES (DENOMINATOR) WAS $31,748,242.
PART II: ALTHOUGH PART II FOR SCHEDULE H HAS BEEN LEFT BLANK, THE ORGANIZATION DOES ENGAGE IN MANY COMMUNITY BUILDING ACTIVITIES, WHICH SUPPORT AND STRENGTHEN THE COMMUNITY IT SERVES. THESE ACTIVITIES ARE IMPORTANT TO THE ORGANIZATION'S MISSION TO IMPROVE THE HEALTH OF THE COMMUNITY. HOWEVER, THE ORGANIZATION HAS NOT TRADITIONALLY MAINTAINED AN INFRASTRUCTURE TO TRACK, MONITOR AND REPORT THESE ACTIVITIES. THE ORGANIZATION IS PART OF THE NOVANT HEALTH CARE SYSTEM, WHICH HAS A COMMUNITY BENEFIT COMMITTEE. THE COMMUNITY BENEFIT COMMITTEE IS CURRENTLY IN THE PROCESS OF ESTABLISHING THE APPROPRIATE INTERNAL MECHANISMS TO TRACK, MONITOR AND REPORT THESE ACTIVITIES. THE ORGANIZATION IS COMMITTED TO CONTINUING TO PROVIDE THE COMMUNITY BUILDING ACTIVITIES NECESSARY TO MAINTAIN A HEALTHY, PRODUCTIVE AND VIABLE COMMUNITY.
PART III, LINE 4: THE ORGANIZATION'S BAD DEBT EXPENSE (AT COST) ON LINE 2 IS CALCULATED USING THE SAME METHODOLOGY AS CHARITY CARE AND OTHER COMMUNITY BENEFITS USING AN ENTITY SPECIFIC COST TO CHARGE RATIO (RCC).BAD DEBT EXPENSE ONLY REPRESENTS ACCOUNTS FOR WHICH COLLECTION EFFORTS HAVE BEEN MADE BUT NO PAYMENTS HAVE BEEN RECEIVED. DISCOUNTS ARE RECORDED AS EITHER CONTRACTUALS (FOR PATIENTS WHO DO NOT QUALIFY FOR CHARITY) OR AS CHARITY (FOR PATIENTS WHO DO QUALIFY FOR CHARITY). THE TEXT OF THE NOVANT HEALTH, INC. CONSOLIDATED FINANCIAL STATEMENTS READS: "THE PROVISION FOR BAD DEBTS IS DETERMINED BASED ON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS, BUSINESS AND ECONOMIC CONDITIONS, THE AGE OF THE ACCOUNTS, TRENDS IN FEDERAL AND STATE GOVERNMENTAL HEALTH CARE COVERAGE AND OTHER COLLECTION INDICATORS."
PART III, LINE 8: THE METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS REPORTED IN THE ORGANIZATION'S MEDICARE COST REPORT AS REFLECTED IN THE AMOUNT REPORTED IN PART III, LINE 6 IS DETERMINED BY FOLLOWING THE MEDICARE PRINCIPLES OF ALLOWABLE COSTS. COST FOR THE OVERHEAD DEPARTMENTS ARE STEPPED DOWN TO THE REMAINING COST CENTERS BASED ON STATISTICS FOR EACH OVERHEAD COST CENTER. ONCE THE STEP-DOWN PROCESS IS COMPLETE, A RATIO OF COST TO CHARGES IS DEVELOPED FOR EACH COST CENTER. THE RCC IS THEN APPLIED TO THE MEDICARE REVENUE BY COST CENTER AND TOTALED.IT SHOULD BE NOTED THAT THE MEDICARE COST REPORTS DO NOT ADDRESS ANY MANAGED CARE MEDICARE REVENUES, COSTS, OR RELATED SHORTFALL. THE TOTAL REVENUES REPORTED AS RECEIVED FROM MEDICARE IN LINE 5 OF SECTION B ARE ONLY REPRESENTATIVE OF MEDICARE FEE FOR SERVICE PAYMENTS RECEIVED. THE ALLOWABLE COSTS ON LINE 6 ARE SIGNIFICANTLY LOWER THAN THE ACTUAL EXPENDITURES. AS SUCH, THE SHORTFALL IS UNDERESTIMATED. EVERY HOSPITAL TREATS MEDICARE PATIENTS. SOME HOSPITALS ARE LOCATED IN HIGH MEDICARE POPULATION AREAS OR OFFER SERVICES DISPROPORTIONATELY USED BY MEDICARE PATIENTS. MEDICARE RATES AND NUMBERS OF MEDICARE PATIENTS ARE NOT NEGOTIATED. AS REIMBURSEMENT RATES DECLINE RELATIVE TO COSTS OF CARE, HOSPITALS CONTINUE TO SERVE THE MEDICARE POPULATION. WITHOUT THIS SERVICE THESE PATIENTS WOULD BECOME AN OBLIGATION TO THE GOVERNMENT. ANY UNREIMBURSED COSTS OF THIS CARE ARE A COMMUNITY BENEFIT PROVIDED BY THE HOSPITAL TO THE COMMUNITY AND GOVERNMENT.
PART V, SECTION B, LINE 10: ALL UNINSURED PATIENTS RECEIVE A STANDARD DISCOUNT REGARDLESS OF THEIR ABILITY TO PAY. THIS DISCOUNT MIRRORS OUR AVERAGE MANAGED CARE RATE. PATIENTS BELOW 300% OF THE FEDERAL POVERTY GUIDELINES ARE DISCOUNTED AT 100% (3A: FREE CARE). OTHER PATIENTS MAY ALSO BE ELIGIBLE FOR DISCOUNTS FOR BALANCES ABOVE $5,000 (CATASTROPHIC DISCOUNT).FORSYTH MEMORIAL HOSPITAL, INC
PART V, SECTION B, LINE 10: ALL UNINSURED PATIENTS RECEIVE A STANDARD DISCOUNT REGARDLESS OF THEIR ABILITY TO PAY. THIS DISCOUNT MIRRORS OUR AVERAGE MANAGED CARE RATE. PATIENTS BELOW 300% OF THE FEDERAL POVERTY GUIDELINES ARE DISCOUNTED AT 100% (3A: FREE CARE). OTHER PATIENTS MAY ALSO BE ELIGIBLE FOR DISCOUNTS FOR BALANCES ABOVE $5,000 (CATASTROPHIC DISCOUNT).FMH DBA KERNERSVILLE MEDICAL CENTER
PART V, SECTION B, LINE 17E: FORSYTH MEMORIAL HOSPITAL, INC:PART V, SECTION B, LINES 15, 16 AND 17:WE DID NOT CHECK ANYTHING FOR QUESTION 15, 16 AND 17 BECAUSE WE PROCEED WITH ALL REASONABLE EFFORTS TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE PRIOR TO INITIATING ANY COLLECTION ACTIONS.FORSYTH MEMORIAL HOSPITAL, INC
PART V, SECTION B, LINE 17E: FMH DBA KERNERSVILLE MEDICAL CENTER:PART V, SECTION B, LINES 15, 16 AND 17:WE DID NOT CHECK ANYTHING FOR QUESTION 15, 16 AND 17 BECAUSE WE PROCEED WITH ALL REASONABLE EFFORTS TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE PRIOR TO INITIATING ANY COLLECTION ACTIONS.FMH DBA KERNERSVILLE MEDICAL CENTER
PART V, SECTION B, LINE 19D: THE HOSPITAL FACILITY USED THE AVERAGE OF ITS NEGOTIATED COMMERCIAL INSURANCE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED.FORSYTH MEMORIAL HOSPITAL, INC
PART V, SECTION B, LINE 19D: THE HOSPITAL FACILITY USED THE AVERAGE OF ITS NEGOTIATED COMMERCIAL INSURANCE RATES WHEN CALCULATING THE MAXIMUM AMOUNTS THAT CAN BE CHARGED.FMH DBA KERNERSVILLE MEDICAL CENTER
PART VI, LINE 2: NEEDS ASSESSMENTTHE ORGANIZATION IS PART OF THE NOVANT HEALTH CARE SYSTEM, WHICH HAS A COMMUNITY BENEFIT COMMITTEE. THE COMMUNITY BENEFIT COMMITTEE IS RESPONSIBLE FOR ASSISTING THE HOSPITALS WITHIN THE HEALTH CARE SYSTEM WITH PREPARING COMMUNITY NEEDS ASSESSMENTS. THE COMMUNITY BENEFIT COMMITTEE IS MADE OF INDIVIDUALS REPRESENTING CORPORATE-WIDE DEPARTMENTS, SUCH AS COMMUNITY RELATIONS, LEGAL, TAX, INTERNAL AUDIT, MARKETING/COMMUNICATIONS, AS WELL AS INDIVIDUALS FROM VARIOUS DEPARTMENTS OF HOSPITAL OPERATIONS AND THE HEALTH CARE SYSTEM'S HOSPITAL FOUNDATIONS. EACH HOSPITAL, WITH THE ASSISTANCE OF THE COMMUNITY BENEFIT COMMITTEE, WILL IDENTIFY ORGANIZATIONS AND RESOURCES WITHIN ITS COMMUNITY TO CONTRIBUTE TO THE HOSPITAL'S COMMUNITY NEEDS ASSESSMENT. THESE ORGANIZATIONS AND RESOURCES INCLUDE LOCAL HEALTH DEPARTMENTS, UNITED WAY, UNIVERSITIES, PUBLIC HEALTH DEPARTMENTS, ETC. THE EXISTING COMMUNITY HEALTH ASSESSMENTS PREPARED BY OTHER ORGANIZATIONS IN THE COMMUNITY WILL BE COMBINED WITH INTERNAL HOSPITAL DATA AND INFORMATION COLLECTED FROM LOCAL AGENCIES TO BECOME THE HOSPITAL'S COMMUNITY NEEDS ASSESSMENT. EACH HOSPITAL HAS ALSO TRADITIONALLY RESPONDED TO REQUESTS FOR CERTAIN COMMUNITY BENEFIT ACTIVITIES OR PROGRAMS FROM PUBLIC AGENCIES OR COMMUNITY GROUPS AND THIS WILL ALSO BE INCLUDED IN THE HOSPITAL'S COMMUNITY NEEDS ASSESSMENT. ONCE THE COMMUNITY NEEDS ASSESSMENT IS COMPLETED, WHICH WILL BE EVERY THREE YEARS, THE HOSPITAL WILL PRIORITIZE THE NEEDS BY DETERMINING WHAT HOSPITAL RESOURCES ARE AVAILABLE TO MEET THE NEEDS AND WHAT OTHER COMMUNITY RESOURCES ARE BEING USED TO MEET A PARTICULAR NEED. THE HOSPITAL WILL DEVELOP A COMMUNITY BENEFIT PLAN, WHICH WILL BE REVIEWED AND UPDATED AS NECESSARY, AT LEAST EVERY THREE YEARS. ALL HOSPITALS' COMMUNITY NEEDS ASSESSMENTS WILL BE MADE AVAILABLE TO THE PUBLIC.
PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCEAS A NOT-FOR-PROFIT ORGANIZATION, NOVANT HEALTH IS COMMITTED TO PROVIDING OUTSTANDING HEALTH CARE TO ALL MEMBERS OF OUR COMMUNITIES, REGARDLESS OF THEIR ABILITY TO PAY. OUR ACUTE CARE FACILITIES PROVIDE CARE IN 35 COUNTIES ACROSS THREE STATES. ADDITIONALLY, OUR PHYSICIANS AND ACUTE CARE FACILITIES OFFER CARE TO NATIONAL AND INTERNATIONAL MISSION PATIENTS. OUR FINANCIAL COUNSELING TEAMS ARE CONSTANTLY WORKING WITH THE PATIENTS WITHIN OUR COMMUNITIES TO UNDERSTAND THEIR NEEDS AND ENSURE THAT OUR POLICIES AND PROCESSES ADDRESS THESE NEEDS. WE ALSO MAINTAIN CONTRACTS WITH MEDICAID ELIGIBILITY VENDORS AND LOCAL DEPARTMENT OF SOCIAL SERVICES TEAMS TO HAVE EMBEDDED CASE WORKERS WITHIN OUR FACILITIES. THESE TEAMS OFFER ADDITIONAL SUPPORT IN PROCESSING AND ASSESSING HOW WE SERVE THE FINANCIAL NEEDS OF OUR PATIENTS. BASED ON THE ASSESSMENTS OF OUR COMMUNITIES, NOVANT HEALTH HAS DEVELOPED FINANCIAL ASSISTANCE POLICIES AND PROGRAMS THAT ADDRESS THE FINANCIAL NEEDS OR OUR PATIENTS. - UNINSURED PATIENTS WITH INCOMES OF UP TO 300% OF THE FEDERAL POVERTY LEVEL ARE ELIGIBLE FOR 100% WRITE-OFF. - UNINSURED PATIENTS WITH INCOME OVER 300% OF THE FEDERAL POVERTY LEVEL ARE ELIGIBLE FOR SELF-PAY DISCOUNTS BASED ON THE PATIENT'S ANNUAL INCOME AND OUTSTANDING MEDICAL BILLS / COSTS. - ANY PATIENT (EVEN WITH HEALTH INSURANCE) WITH A BALANCE OVER $5,000 AND / OR INCOME OVER 300% OF THE FEDERAL POVERTY LEVEL IS ELIGIBLE FOR A CATASTROPHIC DISCOUNT. OUR CATASTROPHIC DISCOUNTS ARE ALSO BASED ON THE PATIENT'S ANNUAL INCOME AND OUTSTANDING MEDICAL BILLS / COSTS.- ANY PATIENT IS ELIGIBLE FOR AN INDIVIDUALIZED PAYMENT PLAN BASED ON THE AMOUNT DUE AND THE PATIENT'S FINANCIAL STATUS, WITH TERMS EXTENDING UP TO FIVE YEARS. NO INTEREST IS CHARGED, UNLESS APPROPRIATE. WE PRIDE OURSELVES IN THE TRANSPARENCY OF OUR PROGRAMS AND THE EDUCATION WE OFFER OUR PATIENTS AROUND OUR FINANCIAL ASSISTANCE POLICIES. OUR PROGRAMS ARE DOCUMENTED ON OUR CORPORATE WEBSITE AS WELL AS EACH INDIVIDUAL FACILITY'S WEBSITE, ALONG WITH CONTACT INFORMATION FOR OUR FINANCIAL COUNSELORS. ADDITIONALLY, OUR PROGRAMS ARE DOCUMENTED ON PATIENT FLYERS THROUGHOUT THE NOVANT AFFILIATED FACILITIES AND PHYSICIAN OFFICES. OUR PATIENT ACCESS SPECIALISTS, FINANCIAL COUNSELORS AND BUSINESS OFFICE TEAMS WORK WITH ALL SELF-PAY PATIENTS AND INSURED PATIENTS WITH HIGH DEDUCTIBLES TO EDUCATE THEM ON THE VARIOUS OPTIONS AVAILABLE VIA OUR FINANCIAL ASSISTANCE PROGRAMS OR GOVERNMENT SPONSORED CARE. FINALLY, WE WORK WITH LOCAL AREA FREE HEALTH CLINICS AND OTHER CHARITABLE ORGANIZATIONS TO PROVIDE CONTINUATION OF CARE FOR THEIR PATIENTS. IN ADDITION TO OUR FINANCIAL COUNSELING PROCESSES USED TO IDENTIFY CHARITY CARE PATIENTS, OUR COLLECTIONS PROCESSES WITHIN OUR BUSINESS OFFICES ALSO HELP IDENTIFY PATIENTS WHO ARE ALREADY ELIGIBLE FOR CHARITY OR WHO MAY BE ELIGIBLE BASED ON THEIR STATUS WITHIN THE FEDERAL POVERTY GUIDELINES ("FPG"). WE UTILIZE PREVIOUSLY SUBMITTED PATIENT DOCUMENTATION AND CREDIT AGENCY REPORTED FPG FOR DETERMINATION. SUPPORTING DOCUMENTS ARE VALID 6 MONTHS FROM THE DATE OF SUBMISSION. OUR POLICIES ARE CONSIDERED FLUID AND ARE UPDATED FREQUENTLY BASED ON LOCAL AND NATIONAL MARKET STANDARDS AND NATIONAL ECONOMIC CONDITIONS. ANY UPDATES TO OUR POLICIES REQUIRE MULTI-LEVEL LEADERSHIP APPROVAL AND ARE ULTIMATELY APPROVED BY THE NOVANT EXECUTIVE TEAM.
PART VI, LINE 4: COMMUNITY INFORMATIONTHE FORSYTH MEMORIAL HOSPITAL, INC. FORM 990 INCLUDES THE OPERATIONS OF TWO HOSPITALS. FORSYTH MEMORIAL HOSPITAL, INC. DBA FORSYTH MEDICAL CENTER AND AS KERNERSVILLE MEDICAL CENTERTHE ORGANIZATION DEFINES ITS COMMUNITY BY ITS PRIMARY SERVICE AREA, WHICH IS FORSYTH COUNTY, NORTH CAROLINA. THIS IS AN URBAN AREA.THERE ARE THREE NONPROFIT ACUTE CARE HOSPITALS IN THE COMMUNITY, TWO OF WHICH ARE THE ORGANIZATION AND ONE OF WHICH IS PART OF THE NOVANT HEALTH CARE SYSTEM. THERE IS ALSO ONE ACADEMIC, TEACHING HOSPITAL. ACCORDING TO TRUVEN HEALTH DATA, THE SPECIFIC POPULATION GROUPS (ETHNIC AND CULTURAL) ARE AS FOLLOWS: WHITE NON-HISPANIC (226,127) 59.5%; BLACK NON-HISPANIC (92,351) 24.3%; HISPANIC (46,602) 12.3%; ASIAN AND PACIFIC ISLAND (7,543) 2.0%; OTHERS (7,705) 2.0%; FOR A TOTAL POPULATION OF 380,328. ACCORDING TO TRUVEN HEALTH DATA, THE MEDIAN HOUSEHOLD INCOME LEVEL WAS $47,132.ACCORDING TO TRUVEN HEALTH DATA, THE AGE BREAKDOWN IS AS FOLLOWS: 0-17 YEARS (94,003) 24.7%; 18-64 YEARS (237,335) 62.4%; 65+ YEARS (48,990) 12.9%
PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTHTHE ORGANIZATION FURTHERS ITS EXEMPT PURPOSES BY DOING THE FOLLOWING:1. ADOPTING A CHARITY CARE POLICY, WHICH PROVIDES FREE CARE TO INDIVIDUALS WHOSE INCOME IS AT OR BELOW 300% OF THE FEDERAL POVERTY LEVEL;2. REMAINING CERTIFIED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PROVIDE SERVICES TO ALL BENEFICIARIES OF MEDICARE, MEDICAID, AND OTHER GOVERNMENT PAYMENT PROGRAMS, AND PROVIDING SERVICES IN A NONDISCRIMINATORY MANNER TO SUCH BENEFICIARIES;3. OPERATING A FULL-TIME EMERGENCY ROOM WHICH IS OPEN TO AND ACCEPTS ALL PERSONS, REGARDLESS OF THEIR ABILITY TO PAY; 4. MAINTAINING AN OPEN MEDICAL STAFF, SUBJECT TO EXCLUSIVE CONTRACTS FOR HOSPITAL-BASED SERVICES SUCH AS ANESTHESIOLOGY, RADIOLOGY, PATHOLOGY, HOSPITALIST, AND EMERGENCY DEPARTMENT SERVICES, TO THE EXTENT AN EXCLUSIVE CONTRACT FOR THOSE SERVICES IS REQUIRED TO OBTAIN PROPER STAFFING COVERAGE OR TO PERMIT A MORE EFFICIENT DELIVERY OF THOSE SERVICES WITHIN THE HOSPITAL FACILITY;5. MAINTAINING A GOVERNING BOARD CONSISTING PRIMARILY OF A BROAD CROSS-SECTION OF LEADERS IN THE COMMUNITY;6. ADOPTING AND APPLYING A CONFLICT OF INTEREST POLICY, WHICH APPLIES TO THE GOVERNING BOARD AND ORGANIZATION OFFICERS;7. PROVIDING HEALTH EDUCATION LECTURES AND WORKSHOPS;8. PROVIDING HEALTH FAIRS, EDUCATION ON SPECIFIC DISEASES OR CONDITIONS, AND HEALTH PROMOTION AND WELLNESS PROGRAMS TO THE COMMUNITIES IT SERVES; 9. PROVIDING SUPPORT GROUPS AND SELF HELP PROGRAMS TO THE COMMUNITIES IT SERVES;10. PROVIDING COMMUNITY-BASED CLINICAL SERVICES, INCLUDING WITHOUT LIMITATION, HEALTH SCREENINGS AND CLINICS FOR UNINSURED OR UNDERINSURED PERSONS TO THE COMMUNITIES IT SERVES; 11. PROVIDING HEALTH CARE SUPPORT SERVICES, INCLUDING WITHOUT LIMITATION, INFORMATION AND REFERRAL TO COMMUNITY SERVICES, CASE MANAGEMENT OF UNDERINSURED AND UNINSURED PERSONS, TELEPHONE INFORMATION SERVICES AND ASSISTANCE TO ENROLL IN PUBLIC PROGRAMS, SUCH AS SCHIP AND MEDICAID TO THE COMMUNITIES IT SERVES; 12. PROVIDING SUBSIDIZED HEALTH SERVICES AND CLINICAL PROGRAMS TO THE COMMUNITIES IT SERVES; 13. PROVIDING CASH AND IN-KIND CONTRIBUTIONS TO NONPROFIT COMMUNITY HEALTH CARE ORGANIZATIONS IN THE COMMUNITIES IT SERVES; AND14. GENERALLY PROMOTING THE HEALTH, WELLNESS, AND WELFARE OF THE COMMUNITIES IT SERVES BY PROVIDING QUALITY HEALTH CARE SERVICES AT REASONABLE COST.FOR SPECIFIC EXAMPLES OF THIS ORGANIZATION'S COMMUNITY BENEFIT ACTIVITIES, WHICH FURTHER THE ORGANIZATION'S EXEMPT PURPOSES (AND THOSE OF ALL HOSPITALS AND HEALTH CARE FACILITIES IN THE SAME HEALTH CARE SYSTEM), PLEASE SEE THE NOVANT HEALTH COMMUNITY BENEFIT REPORT, LOCATED AT HTTP://WWW.NOVANTHEALTH.ORG/GIVEBACK/COMMUNITYBENEFITREPORT.ASPX.PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES.
PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEMTHE ORGANIZATION IS ONE OF TEN TAX-EXEMPT HOSPITALS IN THE NOVANT HEALTH CARE SYSTEM IN NORTH CAROLINA AND VIRGINIA. EACH HOSPITAL PROVIDES SUBSTANTIAL COMMUNITY BENEFIT TO THE COMMUNITY IT SERVES, AS REPORTED INDIVIDUALLY ON EACH HOSPITAL'S FORM 990, SCHEDULE H. THE COMMUNITY BENEFIT OF THE HEALTH CARE SYSTEM AS A WHOLE IS DOCUMENTED IN A SYSTEM-WIDE COMMUNITY BENEFIT REPORT, LOCATED AT HTTP://WWW.NOVANTHEALTH.ORG/GIVEBACK/COMMUNITYBENEFITREPORT.ASPX.PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES. THE NOVANT HEALTH CARE SYSTEM ALSO INCLUDES AN ORGANIZATION THAT OWNS PHYSICIAN PRACTICES IN VIRGINIA, SOUTH CAROLINA, AND NORTH CAROLINA, WHICH PROVIDE ADDITIONAL COMMUNITY BENEFIT TO THEIR COMMUNITIES, AND FIVE HOSPITAL FOUNDATIONS, WHICH SUPPORT AND ENHANCE THE COMMUNITY BENEFIT ACTIVITIES IN THOSE HOSPITAL'S COMMUNITIES. FURTHER, THE NOVANT HEALTH CARE SYSTEM INCLUDES AMBULATORY SURGERY CENTERS, SKILLED NURSING FACILITIES, REHABILITATION PROGRAMS, AND OTHER OUTPATIENT FACILITIES, WHICH ALSO PROVIDE COMMUNITY BENEFIT TO THEIR COMMUNITIES. THERE ARE SIGNIFICANT COMMUNITY BENEFIT ACTIVITIES WITHIN THE NOVANT HEALTH SYSTEM, WHICH MAY NOT BE REPORTABLE ON A SCHEDULE H BECAUSE THEY ARE NOT CONDUCTED BY AN ENTITY WHICH OWNS OR OPERATES A HOSPITAL. THE HEALTH CARE SYSTEM HAS A COMMUNITY BENEFIT COMMITTEE, WHICH WILL OVERSEE AND ASSIST ALL TAX-EXEMPT HOSPITALS WITHIN NOVANT IN PREPARING THEIR COMMUNITY NEEDS ASSESSMENTS AND COMMUNITY BENEFIT PLANS. THE GOAL OF HAVING A SYSTEM-WIDE COMMITTEE IS TO IDENTIFY COMMUNITY BENEFIT ACTIVITIES THAT ARE DUPLICATIVE IN COMMUNITIES AND TO STREAMLINE AND COORDINATE EFFORTS TO RESULT IN BETTER AND MORE EFFICIENT USES OF RESOURCES, WHICH COULD LEAD TO ADDITIONAL RESOURCES TO BE ALLOCATED TO MEET OTHER COMMUNITY NEEDS, AND TO REPLICATE SUCCESSFUL PROGRAMS AND ACTIVITIES IN COMMUNITIES WHERE A SIMILAR NEED IS INDICATED. ALL OF THE TAX-EXEMPT HOSPITALS WITHIN THE NOVANT HEALTH CARE SYSTEM ARE COMMITTED TO IMPROVING THE HEALTH OF THEIR COMMUNITIES AND PROVIDING COMMUNITY BENEFIT ACTIVITIES TO SUPPORT THEIR MISSION.
NOVANT HEALTH, INC. FILES A SYSTEM-WIDE COMMUNITY BENEFIT REPORT PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES WITH THE NORTH CAROLINA MEDICAL CARE COMMISSION AS PART OF THE DOCUMENTATION REQUIRED FOR THE ISSUANCE OF TAX EXEMPT BOND FINANCING.PART VI, LINE 7, STATE FILING OF COMMUNITY BENEFIT REPORT

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1STATE EMPLOYEES CREDIT UNION FOUNDATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11000 WADE AVEAddressLine1
CityRALEIGHCity
StateNCState
ZIP Code27605ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient562255292EINOfRecipient
IRC Section501(C)(3)IRCSection
Amount Of Cash Grant250000AmountOfCashGrant
Purpose Of GrantTO BUILD A HOSPITALITY GUEST HOUSE FOR PATIENTS AND/OR THEIR FAMILY MEMBERS/CAREGIVERS.PurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants1TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantDISCOUNTED PRESCRIPTION DRUG PROGRAMTypeOfGrant
Number Of Recipients1640NumberOfRecipients
Amount Of Cash Grant107714AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
ExplanationPART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE ORGANIZATION IS AN AFFILIATE IN AN INTEGRATED HEALTH CARE SYSTEM AND FOLLOWS A SYSTEM-WIDE CORPORATE POLICY WITH STANDARDIZED GUIDELINES THAT ARE TO BE USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS ARE MAINTAINED VIA THE GENERAL LEDGER. FUNDS ARE GENERALLY NOT TRACKED AFTER BEING GRANTED, AS THE ORIGINAL ELIGIBILITY AND SELECTION CRITERIA HAVE ALREADY BEEN MET.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Discretionary Spending AccountXDiscretionarySpendingAccount
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
EDWARDSJOEL LYNN
40330301750108150317460177810463820000
FULLERSTANLEY BRIAN
03599370470180128960147000271290461680016901
LINDSAYJEFFERY T
472588024536503945703335730187350110971802453650
MCGEELAWRENCE UPCHURCH
0394252027786004160970400397023368015119740673197
MORRISJOHN BENTON
02202770429000148000136500215030313130042900
ALLENJOANNE
1670050242120164660160660741802311670242120
HAMMESPAUL H
2977030156080022244022200022291052051801560800
WALLEYBRUCE DOUGLAS
32422101102290261050491208469047393601102290
BRAVOJULIO R
3636730133780013260222000221540543133000
CANNONTHOMAS B
423164000411010472030167690528237000
CHASECHERE MONIQUE
40360801725508300201470001259805311630172550
EBERLEROBERT A
4592650675079870270860208860515899000
STURGILLWILLIAM H
4617650422205420222000207480509477000
ALLENELMS LEACH
6562502184920281011845014949031119202184920

Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1APART I, LINE 1A - FRINGE OR EXPENSE EXPLANATION FIRST-CLASS OR CHARTER TRAVEL: FIRST-CLASS OR CHARTER TRAVEL IS NOT A COVERED TRAVEL EXPENSE FOR EXECUTIVES; THEY ARE LIMITED TO BUSINESS OR COACH CLASS FARES FOR COMMERCIAL FLIGHTS. HOWEVER, CHARTER TRAVEL IS AVAILABLE TO CERTAIN EXECUTIVES, BOARD MEMBERS, AND APPROVED BUSINESS PERSONNEL IN LIMITED CIRCUMSTANCES DEEMED TO INVOLVE BUSINESS NECESSITY. TRAVEL FOR COMPANIONS: COMPANIONS ARE ALLOWED ON CERTAIN CHARTER FLIGHTS PAID FOR BY THE ORGANIZATION. IN THAT CASE, THE VALUE OF THE COMPANION'S FLIGHT IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: EXECUTIVES WHO PURCHASE SPLIT DOLLAR INSURANCE THROUGH THEIR DISCRETIONARY SPENDING ACCOUNT MAY HAVE THE ADDITIONAL INCOME TAX OWED ON THE PS-58 COSTS PAID BY THE ORGANIZATION. EXECUTIVES WHO RECEIVE TAXABLE RELOCATION INCOME MAY HAVE THE ADDITIONAL INCOME TAX OWED ON THE INCOME PAID BY THE ORGANIZATION. EXECUTIVES MAY RECEIVE AS SEVERANCE BENEFITS CASH PAYMENTS IN LIEU OF PREMIUMS PAID FOR COVERAGE OF CERTAIN GROUP BENEFITS THAT ENDED WITH THE EXECUTIVE'S TERMINATION. THE ORGANIZATION MAY PAY THE ADDITIONAL TAX OWED ON ACCOUNT OF THESE PAYMENTS. DISCRETIONARY SPENDING ACCOUNT: CERTAIN EXECUTIVES RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THE DOLLAR AMOUNT IN THE ACCOUNT IS PRE-APPROVED BY THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD. THE ACCOUNT CAN BE USED ONLY FOR AN APPROVED LIST OF EXPENDITURES. ALL OPTIONS OTHER THAN A DEFERRED, AT-RISK, COMPENSATION OPTION ARE CONSIDERED TAXABLE AND ARE INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: WE PROVIDE TEMPORARY HOUSING ALLOWANCES IN CERTAIN EXECUTIVE RECRUITMENT AND RELOCATION PACKAGES. IN THE CASE THAT SUCH EXPENSE IS NOT REIMBURSABLE UNDER THE ACCOUNTABLE PLAN RULES, THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. THE ORGANIZATION PROVIDES A TEMPORARY RESIDENCE FOR LIMITED EXECUTIVE USE THAT AT TIMES MAY INCLUDE INCIDENTAL PERSONAL USE. IN THAT CASE, THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: IN CASES WHERE CORPORATE MEMBERSHIPS ARE NOT AVAILABLE, A MEMBERSHIP MAY BE OBTAINED IN AN EXECUTIVE'S NAME WITH A "BUSINESS USE ONLY" RESTRICTION. AT THIS TIME NOVANT HAS ONE SUCH MEMBERSHIP.
PART I, LINE 3THE FILING ORGANIZATION IS AN AFFILIATE IN AN INTEGRATED HEALTHCARE SYSTEM AND IS SUPPORTED BY A PARENT ORGANIZATION THAT USES THE PROCESS DESCRIBED IN PART VI, LINE 15A OF THIS RETURN TO ESTABLISH THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL OF THE FILING ORGANIZATION. THIS PROCESS ADHERES TO THE REQUIREMENTS SET FORTH TO SECURE THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT AND DISINTERESTED MEMBERS OF A COMPENSATION COMMITTEE, CONSULTATION WITH INDEPENDENT COMPENSATION CONSULTANTS, THE UTILIZATION OF THIRD-PARTY COMPARABILITY DATA SUCH AS PUBLISHED COMPENSATION SURVEYS, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
PART I, LINE 4BSEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SEVERANCE NONQUALIFIED EQUITY-BASED MCGEE, LAWRENCE UPCHURCH 0 395,337 0
PART IIIPART III - OTHER ADDITIONAL INFORMATION DESCRIPTIONS OF SUPPLEMENTAL EXECUTIVE BENEFITS INCLUDED IN PART VII AND SCHEDULE J: EXECUTIVE ANNUAL INCENTIVE PLAN: AS PART OF THE REPORTED COMPENSATION AMOUNTS, THE REPORTING ORGANIZATION PROVIDES ANNUAL INCENTIVE COMPENSATION TO OFFICERS AND KEY EMPLOYEES UNDER AN EXECUTIVE ANNUAL INCENTIVE PLAN. THE INCENTIVE PLAN IS DESIGNED TO OFFER OPPORTUNITIES FOR ADDITIONAL COMPENSATION, BUT ONLY TO THE EXTENT THAT ELIGIBLE EXECUTIVES HAVE PROVIDED EXTRAORDINARY SERVICES AND ACHIEVED EXTRAORDINARY RESULTS THAT MEET OR EXCEED PREDETERMINED GOALS IN THE AREAS OF QUALITY, PATIENT SATISFACTION, EMPLOYEE SATISFACTION AND FINANCIAL VITALITY. THESE GOALS ARE ESTABLISHED AND APPROVED BY INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD). THESE GOALS ARE WEIGHTED EQUALLY. THE ADDITIONAL COMPENSATION CAN RANGE ANYWHERE FROM ZERO TO A MAXIMUM PERCENTAGE OF BASE SALARY THAT DIFFERS BY THE CLASS OF EXECUTIVE; THIS MAXIMUM PERCENTAGE RANGES FROM 30% TO 70% OF BASE SALARY. IN ADDITION, THE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES WHO OVERSEE THE INCENTIVE COMPENSATION PROGRAM APPLY TWO "CIRCUIT BREAKERS," WHICH ARE SUBSTANTIAL LEVELS OF ORGANIZATION-WIDE ACHIEVEMENT THAT MUST BE SATISFIED BEFORE ANY AWARDS ARE PAID TO ANY EXECUTIVE UNDER THE PROGRAM. THE INCENTIVE COMPENSATION AWARDS HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(II) OF SCHEDULE J. THEY ARE REPORTED IN THE YEAR PAID. INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS ANNUAL INCENTIVE PLAN. LONG-TERM INCENTIVE PLAN: THE REPORTING ORGANIZATION OFFERS A LONG-TERM INCENTIVE PLAN (THE "PLAN") TO CERTAIN KEY EXECUTIVES. THE PLAN TIES A KEY EXECUTIVE'S COMPENSATION TO THE ORGANIZATION'S LONG-TERM STRATEGIC PERFORMANCE, PROVIDES A RETENTION INCENTIVE FOR KEY EXECUTIVES, AND ALLOWS THE ORGANIZATION TO COMPETE IN THE MARKETPLACE FOR TOP LEADERSHIP TALENT. THE PLAN OPERATES ON THREE-YEAR PERFORMANCE CYCLES THAT BEGIN EACH YEAR. LONG-TERM STRATEGIC GOALS (IN THE PRINCIPAL AREAS OF QUALITY OF PATIENT CARE AND LONG-TERM FINANCIAL STRENGTH) ARE ESTABLISHED AND APPROVED FOR EACH CYCLE, IN ADVANCE, BY INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD). A MINIMUM LEVEL OF COMMUNITY BENEFIT AND CHARITY CARE, AS WELL AS A MINIMUM LEVEL OF FINANCIAL PERFORMANCE, IS REQUIRED BEFORE ANY AWARD CAN BE PAID UNDER THE PLAN. NOVANT HEALTH'S INTERNAL AUDIT DEPARTMENT REVIEWS THE METHODOLOGY AND PROCESS USED TO DETERMINE ACHIEVEMENT OF THE QUALITY METRICS. AWARDS ARE PAYABLE FOR A PARTICULAR THREE-YEAR PERFORMANCE CYCLE ONLY IF THE REQUISITE LEVEL OF COMMUNITY BENEFIT AND CHARITY CARE, ALONG WITH THE REQUIRED LEVEL OF FINANCIAL PERFORMANCE TO DEMONSTRATE LONG-TERM FINANCIAL STRENGTH, HAVE BEEN MET FOR THAT RESPECTIVE THREE-YEAR PERFORMANCE PERIOD. IF AN AWARD IS EARNED AT THE END OF A PERFORMANCE CYCLE, THEN THE INCENTIVE AWARD IS PAID OUT AND IS INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(II) OF SCHEDULE J. THEY ARE REPORTED IN THE YEAR PAID. INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS LONG-TERM INCENTIVE PLAN. SCHEDULE J PART I LINE 4A - SEVERANCE PLAN: ELIGIBLE EXECUTIVES MAY RECEIVE SEVERANCE PAY THAT IS A SPECIFIED MULTIPLE OF ANNUAL COMPENSATION. THE SEVERANCE PAY WOULD BE PAID ONLY IN THE EVENT OF CERTAIN TYPES OF EMPLOYMENT TERMINATION, AND IS FURTHER CONTINGENT ON THE SATISFACTION OF OTHER CONDITIONS SUCH AS COMPLIANCE WITH A NON-COMPETITION COVENANT. ANY CURRENT YEAR PAYMENTS HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(III) OF SCHEDULE J. INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS SEVERANCE PLAN. SCHEDULE J PART I LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN: THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") IS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES, AND TO OFFER COMPETITIVE TOTAL COMPENSATION. THESE SERP BENEFITS ARE CALCULATED WITH REFERENCE TO A FORMULA THAT TAKES INTO CONSIDERATION THE EXECUTIVE'S TOTAL YEARS OF SERVICE WITH THE ORGANIZATION AND OTHER RETIREMENT INCOME. THESE BENEFITS ARE FULLY AT RISK AND WILL NOT BE PAID UNLESS THE EXECUTIVE PROVIDES SUBSTANTIAL FUTURE SERVICES TO THE ORGANIZATION. UNTIL THOSE REQUIREMENTS ARE SATISFIED, IF EVER, THE EXECUTIVE IS NOT ENTITLED TO ANY SERP BENEFIT. IF THE EXECUTIVE WERE TO HAVE LEFT THE ORGANIZATION VOLUNTARILY DURING THE YEAR FOR WHICH THESE AMOUNTS ARE BEING REPORTED (BEFORE REACHING BOTH AGE 55 AND HAVING FIVE YEARS OF SERVICE WITH THE ORGANIZATION), THE EXECUTIVE'S SERP BENEFIT WOULD HAVE BEEN ENTIRELY FORFEITED. THE SERP BENEFIT IS REDUCED AT THE RATE OF 2 PERCENTAGE POINTS PER YEAR FOR PAYMENTS RECEIVED BETWEEN THE AGES OF 55 AND 62. CURRENT YEAR PAYMENTS OF SERP BENEFITS HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(III) OF SCHEDULE J. AN ESTIMATE OF THE ANNUAL INCREASE IN ACTUARIAL VALUE IS REPORTED AS DEFERRED COMPENSATION IN PART VII AND IN COLUMN (C) OF SCHEDULE J FOR ELIGIBLE EXECUTIVES. INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS SUPPLEMENTAL RETIREMENT PLAN.SUPPLEMENTAL INFORMATION

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonCHERE CHASENamePerson
Loan From OrganizationXLoanFromOrganization
Original Principal$75,000OriginalPrincipalAmount
Balance Due30685BalanceDue
Default0Default
Approved By Board1ApprovedByBoard
Written Agreement1WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due30685TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonELIZABETH WALLEYNamePerson
FieldValueIRS element (for citing)
RelationshipFAMILY MEMBER OF BRUCE WALLEY, KEY EMPLOYEERelationship
Amount Of Transaction95071AmountOfTransaction
Description Of TransactionCOMPENSATION GREATER THAN $10,000 WAS PAID BY THE FILING ORGANIZATION TO A FAMILY MEMBER OF A CURRENT OFFICER, BOARD MEMBER OR KEY EMPLOYEE.DescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierSCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS:Identifier
Explanation(A) NAME OF PERSON: CHERE CHASE(A) PURPOSE OF LOAN: EMPLOYMENT RELATEDExplanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (15 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ACTIVITIESFORM 990, PART I, LINE 1: ORGANIZATION'S MISSION OR MOST SIGNIFICANTIN 2011, FORSYTH MEDICAL CENTER (FMC), A 921-BED NOVANT HEALTH TERTIARY CARE HOSPITAL LOCATED IN WINSTON-SALEM, NC, FOCUSED ON PROVIDING COMMUNITY SUPPORT, CONSISTENT QUALITY, EXCELLENT SERVICE AND A REMARKABLE WORK ENVIRONMENT FOR STAFF. IT IS AN INTEGRAL PART OF THE NOVANT HEALTH SYSTEM (COLLECTIVELY KNOWN AS "NOVANT"), A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICE PROVIDERS. NOVANT IS RANKED AS ONE OF OUR NATION'S TOP 25 HEALTHCARE SYSTEMS - CARING FOR PATIENTS AND COMMUNITIES IN NORTH CAROLINA, VIRGINIA AND SOUTH CAROLINA. THE NOVANT HEALTH SYSTEM REPORTED $3.453 BILLION IN REVENUES IN 2011. OUR HOSPITAL IS COMMITTED TO MEETING THE HEALTHCARE NEEDS OF RESIDENTS OF THE PIEDMONT TRIAD REGION OF NORTH CAROLINA, ONE PERSON AT A TIME. QUALITY WE ARE PROUD OF THE ACHIEVEMENTS IN QUALITY THIS YEAR AS WE RANK WELL ABOVE STATE AVERAGES IN HEART ATTACK, HEART FAILURE AND PNEUMONIA CARE. IN ADDITION, FORSYTH MEDICAL CENTER'S BREAST CANCER CENTER PROGRAM IS NATIONALLY CERTIFIED. OUR STROKE AND NEUROSCIENCES INSTITUTE AND CARDIAC & VASCULAR CENTER HEART FAILURE PROGRAM AND STROKE REHABILITATION PROGRAM ARE ALL NATIONALLY ACCREDITED AS WELL AS ITS TOTAL HIP AND KNEE JOINT REPLACEMENT PROGRAM. OUR HEART FAILURE PROGRAM RECEIVED ADVANCED HEART FAILURE CERTIFICATION FOR EXCEPTIONAL EFFORTS TO IMPROVE HEART FAILURE PATIENT OUTCOMES AND THE AMERICAN COLLEGE OF SURGEONS (ACS) NAMED FORSYTH MEDICAL CENTER WITHIN ITS NATIONAL SURGICAL QUALITY IMPROVEMENT PROGRAM. DURING 2011, FORSYTH MEDICAL CENTER ("FMC") EARNED THE VHA HONOR OF THE LEADERSHIP AWARD FOR CLINICAL EXCELLENCE, HONORING THE HOSPITAL FOR MEETING OR EXCEEDING NATIONAL PERFORMANCE STANDARDS FOR CLINICAL CARE AND IMPROVING THE PATIENT EXPERIENCE WHILE ACHIEVING TOP PERFORMANCE IN CLINICAL CORE MEASURES. FORSYTH MEDICAL CENTER HAS BEEN RECOGNIZED FOR ACHIEVING THE TOP 10% OF HOSPITALS NATIONALLY FOR PATIENT SATISFACTION BASED ON HOSPITAL CONSUMER ASSESSMENT OF HEALTHCARE PROVIDERS AND SYSTEMS (HCAHPS) DATA AS WELL AS IN THE TOP 10% IN THE NATION FOR CUSTOMER SATISFACTION, EARNING THE HEALTHGRADES OUTSTANDING PATIENT EXPERIENCE AWARD. OUR COMMITMENT TO EXCELLENCE IN PATIENT CARE, INCLUDING NURSING CARE, CONTINUED DURING THE YEAR. FORSYTH MEDICAL CENTER IS AMONG ONLY FIVE PERCENT OF HOSPITALS IN THE UNITED STATES TO BE DESIGNATED BY THE AMERICAN NURSES CREDENTIALING CENTER AS A MAGNET FACILITY, CONFIRMING THE EXCEPTIONAL QUALITY OF CARE THAT OUR NURSES PROVIDE. AT THE STATE LEVEL, TWO NURSES FROM FORSYTH MEDICAL CENTER WERE SELECTED BY THE NORTH CAROLINA NURSES' ASSOCIATION TO BE AMONG THE "GREAT 100 NURSES." TO FURTHER ADVANCE THE QUALITY OF ITS NURSING, FORSYTH MEDICAL CENTER PLANS TO ADOPT A NEW NURSING PROFESSIONAL PRACTICE MODEL IN 2012 THE DUFFY'S QUALITY-CARING MODEL WHICH WILL SOONAFTER, BE ADOPTED BY NOVANT HEALTH'S ENTIRE ACUTE NURSING SYSTEM. FORSYTH MEDICAL CENTER IS ALSO AN AWARD-WINNER FOR ITS AESTHETIC BEAUTY IN TOUR COMMUNITY. FMC HAS BEEN HONORED BY THE COMMUNITY APPEARANCE COMMISSION OF FORSYTH COUNTY/WINSTON-SALEM FOR THE WONDERFUL APPEARANCE OF THE LANDSCAPING ACROSS THE HOSPITAL CAMPUS GROUNDS. ON MARCH 16, 2011, FORSYTH MEDICAL CENTER OPENED A NEW AFFILIATE HOSPITAL, KERNERSVILLE MEDICAL CENTER (KMC) AS A 50-BED NOVANT HEALTH COMMUNITY HOSPITAL LOCATED IN KERNERSVILLE, NC. THE HOSPITAL FOCUSES ON PROVIDING A FAST-ACCESS EMERGENCY DEPARTMENT, GENERAL, ORTHOPAEDIC AND EYE SURGICAL SERVICES, CONSISTENT QUALITY, EXCELLENT SERVICE AND A REMARKABLE WORK ENVIRONMENT FOR STAFF TO RESIDENTS IN THE KERNERSVILLE AREA, WESTERN GUILFORD AND ROCKINGHAM COUNTIES, AS WELL AS EASTERN STOKES AND FORSYTH COUNTIES. SAFETY THE VHA RECOGNIZED FMC AS A LEADER IN CENTRAL ATLANTIC COMPARATIVE SAFETY MEASUREMENTS FOR FALLS WITH INJURY REDUCTION NOTING A 50% REDUCTION IN FALLS WITH INJURY RATE JULY - DECEMBER 2011 COMPARED TO JANUARY - JUNE 2011. FORSYTH MEDICAL CENTER'S SERIOUS SAFETY EVENTS RATE DROPPED TO .21 BASED ON A ROLLING 12-MONTH RATE OF SERIOUS SAFETY EVENTS PER 10,000 ADJUSTED PATIENT DAYS. FMC ALSO CELEBRATED A STREAK OF 177 DAYS WITHOUT A SERIOUS SAFETY EVENT IN 2011. FORSYTH MEDICAL CENTER PRACTICES HAVE BEEN SELECTED AS A VHA LEADING PRACTICE BLUEPRINT FOR DEMONSTRATED NATIONAL EXCELLENCE IN PN2 PNEUMOCOCCAL SCREENING AND/OR VACCINATION AND PN7 INFLUENZA VACCINE (DURING FLU SEASON ONLY). TO EARN THIS HONOR, FORSYTH MEDICAL CENTER EXHIBITED SUPERIOR PERFORMANCE AS A LEADING PRACTICE IN THESE TWO INDICATORS FOR THE LAST EIGHT QUARTERS AND HAS EVEN ATTAINED 100% FOR AT LEAST 10 QUARTERS. AS A VHA LEADING PRACTICE BLUEPRINT, FMC'S BEST PRACTICES IN THESE CATEGORIES WILL BE SHARED WITH OTHER LIKE FACILITIES TRYING TO IMPROVE THEIR OWN BENCHMARKS. DURING 2011, THE MEDICAL CENTER RECEIVED A NUMBER OF ACCREDITATIONS AND AWARDS FOR ITS HIGH LEVEL OF PATIENT CARE IN SPECIFIC CATEGORIES, INCLUDING THESE ACCOMPLISHMENTS: - FORSYTH MEDICAL CENTER RANKS WELL ABOVE THE STATE AVERAGE IN APPROPRIATE CARE MEASURE (ACM), A PATIENT-CENTERED COMPOSITE SCORE THAT CAPTURES WHETHER OR NOT A PATIENT RECEIVED ALL OF THE RECOMMENDED TREATMENTS IN THE FOLLOWING MEASURES: HEART ATTACK (100%) HEART FAILURE (100%) PNEUMONIA CARE (100%) SURGICAL CARE IMPROVEMENT PROJECT (99%) - FORSYTH MEDICAL CENTER'S STROKE & NEUROSCIENCES INSTITUTE EARNED THE DISTINCTION AS THE ONLY MEDICAL CENTER IN NORTH CAROLINA AND SOUTH CAROLINA RECOGNIZED BY THE AMERICAN HEART ASSOCIATION (AHA) AND AMERICAN STROKE ASSOCIATION (ASA) FOR IMPROVING STROKE CARE BY CONSISTENTLY ADMINISTERING THE CLOT DISSOLVING DRUG RT-PA TO VICTIMS OF ISCHEMIC STROKE WITHIN 60 MINUTES OF ARRIVING FOR CARE. THE RECOGNITION IS PART OF THE ASSOCIATIONS' NATIONAL QUALITY IMPROVEMENT CAMPAIGN, TARGET: STROKE AND TARGET: STROKE HONOR ROLL, TO IMPROVE OUTCOMES FOR ISCHEMIC STROKE PATIENTS BY RECOGNIZING THOSE MEDICAL CENTERS THAT CONSISTENTLY DELIVER THE FASTEST CARE FOR STROKE VICTIMS. - THE DIRECTOR FOR NEUROSCIENCES AND NEUROCRITICAL CARE AT FORSYTH MEDICAL CENTER, PRESENTED AND PARTICIPATED IN A PANEL DISCUSSION ON THE CHALLENGES OF RURAL WOMEN: UNITED STATES AND AFRICA AT THE 56TH SESSION OF THE INTERNATIONAL COMMISSION ON THE STATUS OF WOMEN AT UNITED NATIONS HEADQUARTERS IN NEW YORK. - FORSYTH REHAB PARTNERED WITH LOWE'S FOODS (BASED IN WINSTON-SALEM, NC) TO OPEN THE "LOWES LEARNING LAB" WITHIN FMC'S WHITAKER REHABILITATION CENTER. THE LOWES LEARNING LAB IS A MOCK GROCERY STORE SET UP WITHIN THE REHAB CENTER WHERE PATIENTS ARE ABLE TO RE-DEVELOP AND REFINE THE MANY COGNITIVE AND PHYSICAL ABILITIES ASSOCIATED WITH SHOPPING, WHILE IN A SAFE ENVIRONMENT. - THE DERRICK L. DAVIS FORSYTH REGIONAL CANCER CENTER IS THE ONLY CANCER CENTER IN NORTH CAROLINA, AND ONE OF ONLY SIX ONCOLOGY PRACTICES IN THE NATION, RECOGNIZED FOR IMPROVING ACCESS TO CLINICAL TRIALS FOR PATIENTS AS AWARDED BY THE CONQUER CANCER FOUNDATION OF THE ASCO. - FORSYTH MEDICAL CENTER IMAGING - THE BREAST CLINIC HAS EARNED A THREE-YEAR ACCREDITATION IN BREAST MAGNETIC RESONANCE IMAGING (MRI) BY THE AMERICAN COLLEGE OF RADIOLOGY (ACR), MAKING IT WINSTON-SALEM'S ONLY ACR-ACCREDITED BREAST MRI FACILITY. - FORSYTH CARDIAC AND VASCULAR CENTER ANNOUNCED ITS AFFILIATION WITH THE CLEVELAND CLINIC HEART & VASCULAR INSTITUTE, THE NATION'S NUMBER ONE HEART CARE PROGRAM IN SEPTEMBER 2011. THE AFFILIATION GIVES OUR PATIENTS NOT ONLY ACCESS TO OUR NATIONALLY RECOGNIZED CARDIAC CARE, BUT TO WORLD-CLASS, LEADING-EDGE CARDIOVASCULAR PREVENTION PROGRAMS AND TREATMENT OPTIONS AVAILABLE AT THE CLEVELAND CLINIC. - FORSYTH CARDIAC AND VASCULAR CENTER IS ALSO THE RECIPIENT OF THE ACTION REGISTRY-GWTG GOLD PERFORMANCE ACHIEVEMENT AWARD. THIS NCDR PERFORMANCE ACHIEVEMENT AWARD RECOGNIZES PARTICIPATING HOSPITALS THAT HAVE MAINTAINED A RATE OF PERFORMANCE OF 85% OR BETTER FOR EIGHT CONSECUTIVE QUARTERS, ENDING QUARTER FOUR 2010. - FOR THE FOURTH CONSECUTIVE YEAR, FORSYTH CARDIAC AND VASCULAR CENTER HAS EARNED THE SOCIETY OF THORACIC SURGEONS (STS) 3-STAR RATING, REPRESENTING THE HIGHEST QUALITY RATING AWARDED FOR HEART SURGERY. - FMC'S WOMEN'S HEART CENTER HAS SCREENED APPROXIMATELY 400 PEOPLE SINCE ITS LAUNCH IN FEBRUARY 2011, AND THIS YEAR HAS EXPANDED TO OFFER WOMEN'S CARDIAC SCREENING SERVICES AT KERNERSVILLE MEDICAL CENTER AND THOMASVILLE MEDICAL CENTER. - FMC'S LABORATORY COMPLETED A SUCCESSFUL BIENNIAL REVIEW BY THE COLLEGE OF AMERICAN PATHOLOGISTS (CAP) AND EARNED THE INTER-SOCIETAL COMMISSION FOR THE ACCREDITATION OF ECHOCARDIOGRAPHY LABORATORIES.
COMMUNITY BENEFIT REPORT:HTTP://WWW.NOVANTHEALTH.ORG/GIVEBACK/COMMUNITYBENEFITREPORT.ASPX THE COMMUNITY BENEFIT REPORT PREPARED BY NOVANT HEALTH IS A SYSTEM-WIDE REPORT THAT INCLUDES QUALITATIVE AND QUANTITATIVE INFORMATION. IN THIS REPORT, THE NOVANT HEALTH SYSTEM'S COMMUNITY BENEFIT WAS APPROXIMATELY $567,000,000 IN 2011. PLEASE NOTE THAT THE NUMERIC DATA IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES. IT SHOULD NOT BE RELIED UPON AS THE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT REPORT.
FORM 990, PART III, LINE 1: MISSION, VISION, AND VALUESMISSION: NOVANT HEALTH EXISTS TO IMPROVE THE HEALTH OF COMMUNITIES, ONE PERSON AT A TIME. VISION: WE, THE EMPLOYEES OF NOVANT AND OUR PHYSICIAN PARTNERS, WILL DELIVER THE MOST REMARKABLE PATIENT EXPERIENCE, IN EVERY DIMENSION, EVERY TIME. VALUES: COMPASSION: WE TREAT OUR CUSTOMERS AND THEIR FAMILIES, STAFF AND OTHER HEALTHCARE PROVIDERS AS FAMILY MEMBERS BY SHOWING THEM KINDNESS, PATIENCE, EMPATHY AND RESPECT. DIVERSITY: WE RECOGNIZE THAT EVERY PERSON IS DIFFERENT, EACH SHAPED BY UNIQUE LIFE EXPERIENCES. THIS ENABLES US TO BETTER UNDERSTAND ONE ANOTHER AND OUR CUSTOMERS. PERSONAL EXCELLENCE: WE STRIVE TO GROW PERSONALLY AND PROFESSIONALLY, AND WE APPROACH EACH SERVICE OPPORTUNITY WITH A POSITIVE, FLEXIBLE ATTITUDE. HONESTY AND PERSONAL INTEGRITY GUIDE ALL THAT WE DO. TEAMWORK: THE NEEDS AND EXPECTATIONS OF ANY ONE CUSTOMER ARE GREATER THAN THAT WHICH ONE PERSON'S SERVICE EFFORTS CAN SATISFY. WE SUPPORT EACH OTHER SO THAT TOGETHER AS A TEAM, WE CAN BE SUCCESSFUL IN THE EYE OF THE CUSTOMER AS A QUALITY SERVICE PROVIDER.
FORM 990, PART I, LINE 6:THE NUMBER OF VOLUNTEERS REPORTED INCLUDES THOSE VOLUNTEERS SERVING AS BOARD MEMBERS.
- THE AMERICAN DIABETES ASSOCIATION CERTIFIED FMC'S DIABETES CENTER AS WELL AS ITS SELF MANAGEMENT EDUCATION PROGRAM. - FORSYTH MEDICAL CENTER MOST RECENTLY ANNOUNCED IT IS ADVANCING WOMEN'S HEALTH ONCE AGAIN BY CELEBRATING THE BIRTH OF THE MAYA ANGELOU CENTER FOR WOMEN'S HEALTH AND WELLNESS AT FORSYTH MEDICAL CENTER, WHICH WILL OPEN IN MID-JUNE, 2012. THIS NEW CENTER WILL ENHANCE NOVANT HEALTH'S VISION OF PROVIDING A REMARKABLE EXPERIENCE TO WOMEN WITH SERVICES WHICH FOCUS ON THEIR UNIQUE NEEDS, AND WILL BE COORDINATED IN WAYS THAT ARE EASY AND CONVENIENT FOR WOMEN TO ACCESS. IN BOTH THE INPATIENT AND OUTPATIENT COMMUNITY SETTINGS, OUR HOSPITAL-WIDE STAFF OF PHYSICIANS AND MEDICAL PROFESSIONALS WILL WORK TOGETHER TO PROVIDE THE MOST ADVANCED CARE AVAILABLE TO WOMEN TODAY, CUSTOMIZED TO MEET THE NEEDS OF EACH PATIENT, AND ENSURING THAT WOMEN AND GIRLS THROUGHOUT OUR COMMUNITY CAN ACHIEVE BETTER HEALTH FOR THEMSELVES. - THE EMERGENCY DEPARTMENT AT FMC HAS TRANSFORMED ITS OPERATIONS IN THE PAST TWO YEARS TO ACHIEVE ITS LOWEST DOOR-TO-PROVIDER WAIT TIMES ALONG WITH PROVIDING NEW SERVICES. - 39 MINUTES FOR THE AVERAGE PATIENT. UPON ARRIVAL, EVERY PERSON IS GREETED AND EVALUATED BY A NURSE PRACTITIONER WHO, IN MOST CASES, CAN BEGIN THEIR PLAN OF CARE RIGHT AWAY - INCLUDING ORDERING DIAGNOSTIC TESTS BEFORE A PATIENT GOES BACK TO A TREATMENT ROOM. - 58 MINUTES AVERAGE DOOR-TO-TPA TIME TO BEGIN ADMINISTERING TPA TO STROKE PATIENTS TO BEGIN TO DISSOLVE THE BLOOD CLOT IN THEIR BRAIN. A NEW PRACTICE ALSO BRINGS POTENTIAL STROKE PATIENTS DIRECTLY TO A CT SCANNER, SKIPPING VALUABLE TIME THAT HAS BEEN WASTED IN A TREATMENT ROOM. - ADDING A CLINICAL SERVICE NAVIGATOR WHO IS A CLINICAL NURSE THAT CALLS PATIENTS AFTER DISCHARGE ABOUT LAB RESULTS AND FOLLOW-UP NEEDS. THE MEDICAL CENTER ALSO MADE SIGNIFICANT CONTRIBUTIONS TOWARD IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE. THE HIGHLIGHTS FOR 2011 INCLUDE THE FOLLOWING: - VASCULAR CLINIC/PAD SCREENINGS COMBINE FREE EDUCATION AND SCREENINGS ON CARDIOVASCULAR DISEASE RISK FACTORS WITH AN EMPHASIS ON PREVENTING PERIPHERAL ARTERIAL DISEASE (PAD) IN THE COMMUNITY. - BEHAVIORAL HEALTH COMMUNITY OUTREACH WHICH PROVIDES A 24/7 BEHAVIORAL HEALTH CALL CENTER, DEPRESSIONS AND BIPOLAR SUPPORT GROUP, DIALECTIC BEHAVIORAL THERAPY SKILLS TRAINING, A FAMILY RECOVERY PROGRAM AND A MOBILE CRISIS RESPONSE TEAM. - THE DERRICK L. DAVIS FORSYTH REGIONAL CANCER CENTER'S COMMUNITY SERVICES INCLUDE COMMUNITY EDUCATION FORUMS, A PALLIATIVE CARE SYMPOSIUM, AN EMPLOYEE MAMMOGRAM PROGRAM AS WELL AS PUBLIC SUPPORT GROUPS AND LEARNING SESSIONS FOR CAREGIVERS AND THOSE WITH LEUKEMIA AND LYMPHOMA, GASTROINTESTINAL CANCER, GYNECOLOGIC CANCER AS WELL AS TEACHING ABOUT SPIRITUALITY AND CANCER. - CARDIAC COMMUNITY SERVICES INCLUDE COMMUNITY HEALTH & NUTRITION EDUCATION AND SCREENINGS, A HEART FAILURE CLINIC AND LIPID CLINIC, AN OPEN HEART CLINIC, STRESS MANAGEMENT PROGRAMS AS WELL AS TOBACCO AND SMOKING CESSATION PROGRAMS. - DIABETES SERVICES FEATURE CONTINUOUS GLUCOSE MONITORING, DIABETES PREVENTION AND SCREENINGS SESSIONS, DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT GROUPS AS WELL AS INSULIN PUMP TRAINING. - REHABILITATION SERVICES TO THE COMMUNITY INCLUDE AN APHASIA SUPPORT GROUP, AUDIOLOGY AND POSTURE SCREENINGS. - STROKE AND NEUROSCIENCES COMMUNITY SUPPORT INCLUDES A SLEEP MEDICINE SYMPOSIUM, A STROKE SYMPOSIUM AS WELL AS STROKE EDUCATION AND SUPPORT GROUPS. - WOMEN'S SERVICES COMMUNITY OUTREACH INCLUDE BABY BOOT CAMP, BIRTH AND BEGINNING CLASSES, BREASTFEEDING EDUCATION AND SUPPORT GROUPS, FORSYTH AND DAVIE COUNTY SCHOOL BMI PROGRAMS, A FREE ON-LINE HEALTH RISK ASSESSMENT, GIRLS ON THE RUN AND GIRLS ON TRACK WHICH PROMOTE YOUTH TO LEAD ACTIVE, HEALTHY LIFESTYLES, AND THE HANESBRAND HEALTH LEARNING LIBRARY WHICH PROVIDES SCREENINGS, HEALTH CHECKS AND EDUCATION SERVICES. IN ADDITION TO OUR QUALITY AND COMPREHENSIVE CATEGORIES OF SERVICES, WE'RE VERY PROUD OF OUR PATIENT FINANCIAL ASSISTANCE PROGRAM. WE WORK WITH CUSTOMERS TO HELP QUALIFY THEM FOR PUBLIC ASSISTANCE, ESTABLISH A REASONABLE PAYMENT PLAN, DISCOUNT THEIR BILL TO REFLECT THEIR PERSONAL RESOURCES OR PROVIDE THEM WITH FREE CHARITY CARE.
FORM 990, PART VI, SECTION A, LINE 2FAMILY AND/OR BUSINESS RELATIONSHIPS: BUSINESS RELATIONSHIP GARY GREEN PAUL HAMMES
FORM 990, PART VI, SECTION A, LINE 6CLASSES OF MEMBERS OR STOCKHOLDERS THE CORPORATION IS A NONPROFIT CORPORATION WITH MEMBERS (OR A MEMBER).
FORM 990, PART VI, SECTION A, LINE 7AELECTION OF MEMBERS AND THEIR RIGHTS NOVANT HEALTH, INC. ELECTS ALL MEMBERS OF THE GOVERNING BODY OF FORSYTH MEMORIAL HOSPITAL,INC.
FORM 990, PART VI, SECTION A, LINE 7BDECISIONS SUBJECT TO APPROVAL OF MEMBERS NOVANT HEALTH, INC. HAS CERTAIN RESERVED POWERS, SUCH AS APPROVAL OF AMENDEMNTS TO THE ARTICLES AND BYLAWS OF THE CORPORATION, AND TO ADOPT CERTAIN POLICIES WHICH SHALL BE IMPLEMENTED BY THE CORPORATION BOARD.
FORM 990, PART VI, SECTION B, LINE 11ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE BOARD HAS DELEGATED REVIEW OF THE FORM 990 TO NOVANT HEALTH'S AUDIT AND COMPLIANCE COMMITTEE, WHICH OVERSEES TAX MATTERS FOR NOVANT HEALTH. THE AUDIT AND COMPLIANCE COMMITTEE IS THE REVIEW BODY FOR ALL OF THE FORM 990S FILED FOR ORGANIZATIONS WITHIN THE NOVANT HEALTH SYSTEM. THE AUDIT AND COMPLIANCE COMMITTEE MEETS BEFORE THE FORM 990S ARE FILED WITH THE IRS AND AFTER ALL BOARD MEMBERS HAVE RECEIVED A COPY OF THE FORM 990 AND A SUMMARY OF ITS CONTENTS. THE SENIOR DIRECTOR OF TAX AND LEGAL COUNSEL FOR NOVANT HEALTH ATTEND THE MEETING TO ANSWER ANY QUESTIONS AND ADDRESS ANY SIGNIFICANT DISCLOSURES WITHIN THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CMONITORING AND ENFORCEMENT OF COI THE ORGANIZATION'S TRUSTEE CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, PRINCIPAL OFFICERS OR MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS INCLUDING ANY APPLICABLE DISREGARDED ENTITIES. ALL TRUSTEES ARE SENT AN ANNUAL DISCLOSURE FORM. ANY POSITIVE ANSWERS ON THE TRUSTEE ANNUAL DISCLOSURE FORM ARE REVIEWED BY THE GENERAL COUNSEL. IF THE RELATIONSHIP DISCLOSED IS DETERMINED NOT TO POSE A POTENTIAL CONFLICT OF INTEREST GENERALLY, THEN NO ACTION IS TAKEN. WITH RESPECT TO PARTICULAR TRANSACTIONS THAT COME BEFORE THE BOARD, THE CONFLICT OF INTEREST POLICY WOULD BE FOLLOWED. THE POTENTIAL CONFLICT OF INTEREST WOULD BE DISCLOSED BY THE BOARD MEMBER BEFORE A VOTE ON THE TRANSACTION AND THE REST OF THE BOARD WOULD DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF THE REST OF THE BOARD DETERMINED THAT A CONFLICT OF INTEREST EXISTED THEN THE BOARD MEMBER WITH THE CONFLICT OF INTEREST WOULD NOT PARTICIPATE IN THE DELIBERATIONS AND VOTE.
FORM 990, PART VI, SECTION B, LINE 15FORM 990, PART VI, SECTION B, LINE 15A: COMPENSATION PROCESS FOR TOP OFFICIAL INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS OF COMPENSATION AND BENEFITS FOR CERTAIN LEADERS AND EXECUTIVES ("EXECUTIVES") SERVING RELATED OR DISREGARDED ENTITIES. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT, USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND MAKES SURE THAT TOTAL COMPENSATION AND BENEFITS FOR EACH EXECUTIVE DO NOT EXCEED FAIR MARKET VALUE WHEN COMPARED TO THE MARKET DATA FOR SIMILAR POSITIONS. THE COMMITTEE REVIEWS AND APPROVES EXECUTIVE COMPENSATION AND BENEFITS ANNUALLY, CONSISTENT WITH THE WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY OF NOVANT HEALTH, AND IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THEREBY ASSURING THAT TOTAL COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE IS REASONABLE. THE COMMITTEE REVIEWS AND APPROVES EACH ITEM OF THE NOVANT HEALTH SYSTEM CEO'S COMPENSATION AND BENEFITS. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OFFICERS INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS OF COMPENSATION AND BENEFITS FOR CERTAIN LEADERS AND EXECUTIVES ("EXECUTIVES") SERVING RELATED OR DISREGARDED ENTITIES. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT, USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND MAKES SURE THAT TOTAL COMPENSATION AND BENEFITS FOR EACH EXECUTIVE DO NOT EXCEED FAIR MARKET VALUE WHEN COMPARED TO THE MARKET DATA FOR SIMILAR POSITIONS. THE COMMITTEE REVIEWS AND APPROVES EXECUTIVE COMPENSATION AND BENEFITS ANNUALLY, CONSISTENT WITH THE WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY OF NOVANT HEALTH, AND IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THEREBY ASSURING THAT TOTAL COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE IS REASONABLE. LASTLY, IT REVIEWS AND APPROVES ALL OF THE ELEMENTS AND SPECIFICATIONS INCLUDED IN ALL OTHER EXECUTIVE AND LEADER COMPENSATION PLANS AND PROGRAMS (E.G., INCENTIVE PLAN DESIGN, AWARD OPPORTUNITIES, ETC.).
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS DISCLOSURE THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAINING ALL ORGANIZATIONS IN THE NOVANT HEALTH SYSTEM ARE POSTED TO THE NOVANT HEALTH WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, SECTION A, COLUMN B: RELATED ORGANIZATIONSTHE ORGANIZATION EMPLOYS CERTAIN EXECUTIVES WHOSE ROLES ARE SUCH THAT THEY PROVIDE SERVICES TO NOT ONLY THE ORGANIZATION, BUT ALSO TO SOME OR ALL OF THE OTHER TAX-EXEMPT ORGANIZATIONS WITHIN THE NOVANT HEALTH CARE SYSTEM. FOR EXAMPLE, MANY OF THESE EXECUTIVES' ROLES FOCUS ON PARTICULAR SERVICE LINES WHICH CROSS THE VARIOUS GEOGRAPHIC MARKETS OUR ORGANIZATIONS SERVE, THUS THE SERVICES PROVIDED BY THESE EXECUTIVES MAY BENEFIT AND BE RECEIVED BY MULTIPLE ORGANIZATIONS WITHIN THE SYSTEM. THE EXECUTIVES DO NOT ALLOCATE THEIR HOURS BETWEEN THE VARIOUS ORGANIZATIONS, BUT RATHER THEIR TIME SPENT ON SERVICES TO THE ORGANIZATION IS INCLUSIVE OF SERVICES TO ALL OF THE ORGANIZATIONS THEY SERVE WITHIN THE SYSTEM.
CHANGES IN NET ASSETS OR FUND BALANCES:FORM 990, PART XI, LINE 5:FMCF AND AUXILIARY OF FMC CONTRIBUTION: -2,336,014. AFFILIATE TRANSFERS: -3,871,104. MALPRACTICE INSURANCE: -4,933,800. PRESENT VALUE OF FTCC GRANT: 8,643. TOTAL TO FORM 990, PART XI, LINE 5: -11,132,275.

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
EXCEL IMAGING LLC
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103204253946INACTIVENC00FORSYTH MEMORIAL HOSPITAL
SALEM MRI LLC
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103INACTIVENC00FORSYTH MEMORIAL HOSPITAL
THE BREAST CLINIC MRI LLC
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103INACTIVENC00FORSYTH MEMORIAL HOSPITAL

Form990 Schedule R Part II Form990ScheduleRPartII (24 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrgDirect Controlling Entity NADirectControllingEntityNA
AUXILIARY OF FORSYTH MEMORIAL HOSPITAL
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103560862112HEALTHCARENC501(C)(3)LINE 9FORSYTH MEMORIAL HOSPITAL1
BRUNSWICK NOVANT MEDICAL CENTER FOUNDATION
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103274616751HEALTHCARENC501(C)(3)LINE 7BRUNSWICK COMMUNITY HOSPITAL LLC0
CAROLINA MEDICORP ENTERPRISES
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103581466368HEALTHCARENC501(C)(3)LINE 11B, IINOVANT MEDICAL GROUP0
COMMUNITY GENERAL HEALTH PARTNERS
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103560636250HEALTHCARENC501(C)(3)LINE 3NOVANT HEALTH TRIAD REGION0
COMMUNITY GENERAL HOSPITAL FOUNDATION
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103561828629HEALTHCARENC501(C)(3)LINE 7COMMUNITY GENERAL HEALTH PARTNERS0
CONTINUING CARE SERVICES
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103541288473HEALTHCAREVA501(C)(3)LINE 9PRINCE WILLIAM HEALTH SYSTEM0
FORSYTH MEDICAL CENTER FOUNDATION
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103562120959HEALTHCARENC501(C)(3)LINE 7FORSYTH MEMORIAL HOSPITAL1
FOUNDATION HEALTH SYSTEMS CORP
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103561373175HEALTHCARENC501(C)(3)LINE 9NOVANT HEALTH TRIAD REGION0
MEDICAL PARK HOSPITAL
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103561340424HEALTHCARENC501(C)(3)LINE 3NOVANT HEALTH TRIAD REGION0
NOVANT HEALTH INC
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103561376950HEALTHCARENC501(C)(3)LINE 11C, III-FI0N/A
NOVANT MEDICAL GROUP
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103581728803HEALTHCARENC501(C)(3)LINE 3NMG SERVICES INC0
PERSONAL CARE SERVICES
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103541291284HEALTHCAREVA501(C)(3)LINE 9PRINCE WILLIAM HEALTH SYSTEM0
PRESBYTERIAN HOSPITAL
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103560554230HEALTHCARENC501(C)(3)LINE 3NOVANT HEALTH SOUTHERN PIEDMONT REGION0
PRESBYTERIAN HOSPITAL FOUNDATION
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103581413074HEALTHCARENC501(C)(3)LINE 7NOVANT HEALTH SOUTHERN PIEDMONT REGION0
PRESBYTERIAN MEDICAL CARE CORPORATION
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103561376368HEALTHCARENC501(C)(3)LINE 3NOVANT HEALTH SOUTHERN PIEDMONT REGION0
PRINCE WILLIAM HEALTH SYSTEM
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103541278944HEALTHCAREVA501(C)(3)LINE 11C, III-FINOVANT HEALTH0
PRINCE WILLIAM HEALTH SYSTEM FOUNDATION
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103541307595HEALTHCAREVA501(C)(3)LINE 11A, IPRINCE WILLIAM HEALTH SYSTEM0
PRINCE WILLIAM HOSPITAL
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103540696355HEALTHCAREVA501(C)(3)LINE 3PRINCE WILLIAM HEALTH SYSTEM0
ROWAN HEALTH SERVICES CORP
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103561424814HEALTHCARENC501(C)(3)LINE 11C, III-FINOVANT HEALTH0
NMG SERVICES INC (FKA ROWAN MEDICAL PRACTICES)
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103562098809HEALTHCARENC501(C)(3)LINE 9NOVANT HEALTH0
ROWAN REGIONAL MEDICAL CENTER AUXILIARY
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103237022472HEALTHCARENC501(C)(3)LINE 9ROWAN REGIONAL MEDICAL CENTER0
ROWAN REGIONAL MEDICAL CENTER FOUNDATION INC
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103561424818HEALTHCARENC501(C)(3)LINE 7ROWAN REGIONAL MEDICAL CENTER0
ROWAN REGIONAL MEDICAL CENTER INC
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103560547479HEALTHCARENC501(C)(3)LINE 3ROWAN HEALTH SERVICES CORP0
SELF INSURANCE FUND - NOVANT HEALTH INC
2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103581867242HEALTHCARENC501(C)(3)LINE 11C, III-FINOVANT HEALTH0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
FORSYTH MEDICAL CENTER FOUNDATION
Q3871104CASH
FORSYTH MEDICAL CENTER FOUNDATION
C2316720CASH
AUXILIARY OF FORSYTH MEMORIAL HOSPITAL
C19294CASH