CALDWELL MEMORIAL HOSPITAL INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: CALDWELL MEMORIAL HOSPITAL INC (EIN 56-0554202)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-04-30
IRS object ID: 202601209349302850
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule H
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-04-30T18:06:23+00:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135381590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	421 FAYETTEVILLE ST STE 300	AddressLine1Txt
City	RALEIGH	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	276011776	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	560554202	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CALDWELL MEMORIAL HOSPITAL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CALD	BusinessNameControlTxt
Phone	8287575100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	321 MULBERRY STREET SW	AddressLine1Txt
City	LENOIR	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28645	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID A LOWRY MD	PersonNm
Person Title	DIRECTOR/PRESIDENT & CEO	PersonTitleTxt
Signature	2026-04-30	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SANDRA L FEINSMITH	PreparerPersonNm
PTIN	P01064157	PTIN
Phone	9197549370	PhoneNum
Preparation	2026-04-30	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	UNC HEALTH CALDWELL	BusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAVID A LOWRY MD	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	321 MULBERRY STREET SW	AddressLine1Txt
City	LENOIR	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28645	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$220,031,286	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.CALDWELLMEMORIAL.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1945	FormationYr
Legal Domicile State	NC	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE SAFE, EFFECTIVE, COMPASSIONATE CARE AND TO PROMOTE HEALTHY LIFESTYLES TO OUR COMMUNITY.	ActivityOrMissionDesc
Voting Members Governing Body	12	VotingMembersGoverningBodyCnt
Voting Members Independent	10	VotingMembersIndependentCnt
Total Employee	986	TotalEmployeeCnt
Total Volunteers	61	TotalVolunteersCnt
Total Gross UBI	$959,139	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,020,250	PYContributionsGrantsAmt
CY Contributions Grants	$1,328,386	CYContributionsGrantsAmt
PY Program Service Revenue	$205,486,914	PYProgramServiceRevenueAmt
CY Program Service Revenue	$218,095,049	CYProgramServiceRevenueAmt
PY Investment Income	$371,993	PYInvestmentIncomeAmt
CY Investment Income	$330,907	CYInvestmentIncomeAmt
PY Other Revenue	$598,915	PYOtherRevenueAmt
CY Other Revenue	$276,944	CYOtherRevenueAmt
PY Total Revenue	$207,478,072	PYTotalRevenueAmt
CY Total Revenue	$220,031,286	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$98,534,851	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$82,578,763	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$106,638,781	PYOtherExpensesAmt
CY Other Expenses	$119,344,917	CYOtherExpensesAmt
PY Total Expenses	$205,173,632	PYTotalExpensesAmt
CY Total Expenses	$201,923,680	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,304,440	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$18,107,606	CYRevenuesLessExpensesAmt
Total Assets BOY	$139,752,021	TotalAssetsBOYAmt
Total Assets EOY	$161,735,418	TotalAssetsEOYAmt
Total Liabilities BOY	$59,838,583	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$63,714,374	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$79,913,438	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$98,021,044	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE SAFE, EFFECTIVE, COMPASSIONATE CARE AND TO PROMOTE HEALTHY LIFESTYLES TO OUR COMMUNITY.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$172,359,240	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$217,135,910	RevenueAmt
Desc	Caldwell Memorial Health, Inc. d/b/a UNC Health Caldwell is a component unit of the University of North Carolina Health Care System (UNCHCS). UNC Health Caldwell is a 5013 corporation whose sole corporate member is UNCHCS. Caldwell's mission is "to provide safe, effective, and compassionate care and to promote healthy lifestyles to our community." More broadly UNC Health's mission is "To improve the health and well-being of North Carolinians and others we serve." Our system values are One Great Team, Carolina Care, Leading the Way and It Starts with Me. In fulfilling this mission, Caldwell Memorial Health, Inc. provides medically necessary care to all individuals regardless of their ability to pay and reinvests resources to address unmet health needs, particularly in a rural and medically underserved region. Since opening in 1951, Caldwell Memorial Hospital, Inc. has continued to grow and change to better meet the needs of our community. Anchored by a 137 bed, acute care facility, Caldwell has a 74-year history of providing excellent health services to the residents and visitors of Caldwell and surrounding counties. Caldwell provides comprehensive care and services throughout Caldwell County and the surrounding region. Locations include: 1. The main campus which includes a 110-bed acute care hospital, 27 inpatient bed psychiatric unit and outpatient clinic, outpatient diagnostic services, 24/7 fully staffed emergency room, heart catheterization lab and inpatient and outpatient surgical services. 2. The Hancock Center incorporating outpatient procedures, dialysis access and pain management. 3. The Quest4Life Wellness Center (adjacent to the Hancock Center), a state-of-the-art fitness center open to the public on a membership basis. In addition, outpatient physical and occupational therapy, a cardiac & pulmonary rehab program, metabolic clinic and aesthetic services are housed within the Quest4Life Wellness Center. 4. Hospital primary care and specialty clinics throughout the region (including Caldwell, Catawba and Watauga counties) consisting of more than 70 providers (physicians and mid-level providers) Services include general and family practice, internal medicine, pediatrics, medical oncology, gynecology, cardiovascular, orthopedics, spine surgery, podiatry, pulmonology, gastroenterology, urology, general surgery, urgent care and diagnostic services. As the only acute care hospital in Caldwell County, Caldwell Memorial Hospital serves as a critical access point for emergency, inpatient, behavioral health, and specialty services for a largely rural population. Current Year Accomplishments During the year ended June 30, 2025, Caldwell continued work on the Capstone II project. This $33 million project will modernize four areas in the Hospital and create additional space to accommodate future growth. Departments included are the Cath Lab, clinical laboratory, food services including the cafeteria and new inpatient pharmacy space. The Cath Lab is currently unable to accommodate new equipment needed to replace the near end of life current system. The new addition will have more space, new equipment, a second Cath lab and additional recovery spaces. Inclusion of the clinical laboratory allows for upgrades in the infrastructure to power new equipment with higher capacity to handle the current volume in addition to capacity for growth. The current food services department has not been fully renovated since original construction and will greatly benefit from enhanced space. It will allow for increased efficiency, lower energy usage and improvement in food options. The new cafeteria will provide additional seating for employees and visitors, replacing a space that has little space for sitting and relaxing. The inpatient pharmacy is not optimally sized for current volume, and the expansion will not only provide additional space but will enhance efficiency. Groundbreaking occurred in the fall of 2024 and has continued with the expected grand opening in March of 2026. These investments directly support Caldwell's charitable mission by ensuring continued access to modern, safe, and efficient healthcare services for the community while preparing for future population health needs. Caldwell is extremely proud that we can continue bringing new services to our community. A new Interventional Pulmonologist joined the organization late in 2024 and the practice has continued to grow. Caldwell became the first organization in the state to offer lung biopsy's utilizing a Galaxy Robot. This robot allows for much earlier diagnosis of lung cancer. This early-stage diagnosis provides a much higher survival rate than was previously possible. This is especially important for Caldwell county as statistics from Cancer.gov show that the county has a higher incidence of lung cancer than the state of North Carolina. Additionally, statistics show that it has the highest death rate of all cancers in the county and that lung cancer has the highest priority ranking. This program addresses a documented community health disparity and demonstrates Caldwell's commitment to improving outcomes for high-risk populations through early detection and advanced technology. Caldwell was also able to celebrate the successful recruitment of a Neurologist to join the community. A grand opening for the new practice was held in July 2025 and has been well received by the community, meeting a need that had previously been unavailable in the community and allowing patients to seek care close to home. The Heart and Vascular service line continues to grow and expand. Two new physicians, an additional interventional cardiologist and vascular surgeon committed to joining the practice in September 2025 allowing more patients to receive specialty care close to home and reducing the need for travel outside the county. The 27 inpatient bed psychiatric unit named Jonas Hill Hospital opened for patients in July 2020. This facility is adjacent to the Mulberry Medical Office Building and on the main campus of the Hospital. This facility serves people in the community living with mental health conditions and their families providing hope and healing. The facility offers a holistic program of evidence-based psychiatric treatment, team-based medical care and education provided by engaging and dedicated professionals in a safe and healing environment. Caldwell has developed a transformative, clinically integrated, sustained system of high-quality patient and family centered care to serve the mental health needs of patients, families and the community. Working collaboratively with local mental health partners, Caldwell is working to achieve the goal of making mental healthcare as routine, accessible and understandable as physical healthcare. The current year continued building on the success of the virtual Inpatient Psychiatric provider model. This work stabilized the Inpatient providers as well as becoming a new model for rural health care in the behavioral health services sector as the demand for psychiatrists outweighs the supply. This shortage is especially prevalent in rural areas and this model allows providers in high demand to provide services in areas where they traditionally would not exist. In FY 2025, the Inpatient Unit admitted patients for 699 separate stays totaling 8,008 days of care for patients. The center continues to receive positive feedback from patients on their stay. To complement the inpatient unit the psychiatric outpatient clinic was opened in September 2021 in the same building as the Jonas Hill Hospital. The clinic continues to experience high demand and experiences very high schedule utilization which has expanded outpatient services. We continue to look at models to grow capacity for existing demand locally. Jonas Hill services are provided to patients regardless of insurance status and the program helps reduce emergency department utilization and inpatient boarding for individuals experiencing mental health crisis. Caldwell continues to utilize lean transformation techniques and strategies throughout the organization resulting in safer care delivery, improved patient outcomes and better stewardship of charitable care. Caldwell strives to be a top employer in the region. Over the year there were many opportunities to recognize employees for their everyday sacrifices and contributions which we remain very focused on. The results of these efforts are apparent in our lower-than-industry average turnover and high employee satisfaction. Maintaining a stable, engaged workforce supports continuity of care for patients and strengthens the local healthcare infrastructure.	Desc
Total Program Service Expenses	$172,359,240	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	142	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	986	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	12	GoverningBodyVotingMembersCnt
Independent Voting Member	10	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KAREN SHADOWENS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8287575100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	321 MULBERRY STREET SW	AddressLine1Txt
City	LENOIR	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28645	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
David Lowry MD
Director/President & CEO	60.0	0	Yes (X)	Yes (X)	$593,255	$0	$147,316
David Smith
Director/Chairman	4.0	0	Yes (X)	Yes (X)	$0	$0	$0
Jerry Church
Director/Secretary & Treasurer	4.0	0	Yes (X)	Yes (X)	$0	$0	$0
Terry Hunt
Director/Vice Chairman	4.0	0	Yes (X)	Yes (X)	$0	$0	$0
Bob Floyd
Director	2.0	0	Yes (X)		$0	$0	$0
Bradley Christoph MD
Director	2.0	58.0	Yes (X)		$0	$360,261	$18,013
Diana McClinton MD
Director	2.0	0	Yes (X)		$0	$0	$0
Douglas Johnson
Director	2.0	0	Yes (X)		$0	$0	$0
Elizabeth Darnell MD
Director	2.0	58.0	Yes (X)		$0	$235,098	$26,508
Janet Aiken
Director	2.0	0	Yes (X)		$0	$0	$0
Jason DePlatchett
Director	2.0	58.0	Yes (X)		$0	$320,172	$120,340
Joseph Gibbons
Director	2.0	0	Yes (X)		$0	$0	$0
Kevin McDougall
Director	2.0	0	Yes (X)		$0	$0	$0
Mark Poarch MD
Director	2.0	0	Yes (X)		$0	$0	$0
Muriel Gaither
Director	2.0	0	Yes (X)		$0	$0	$0
Zachary Kimball MD
Director	2.0	0	Yes (X)		$0	$0	$0
Heather Foss
COO	60.0	0		Yes (X)	$247,350	$0	$38,948
Jerrell Suddreth RN
CNO	60.0	0		Yes (X)	$251,129	$0	$38,896
Karen Shadowens
CFO	30.0	30.0		Yes (X)	$0	$347,480	$34,911
Sarah Young MD
CMO	60.0	0		Yes (X)	$391,187	$0	$26,504
Allison Charles PT
VP/Physician Services	60.0	0			$268,079	$0	$38,959	Yes (X)
Amy Abouzied MD
Medical Practice Physician	60.0	0			$333,021	$0	$12,392		Yes (X)
James Hathorn MD
Medical Practice Physician	60.0	0			$1,355,333	$0	$19,945		Yes (X)
Randal Bast MD
Medical Practice Physician	60.0	0			$679,960	$0	$44,025		Yes (X)
Robert Hartman
Nurse Anesthetist	60.0	0			$297,254	$0	$14,798		Yes (X)
Travis Lowe
Chief CRNA	60.0	0			$364,547	$0	$43,558		Yes (X)
Donita Damron
Former VP/Physician Services	0.0	0			$262,437	$0	$13,262			Yes (X)
Laura Easton
Former President & CEO	0.0	0			$197,290	$0	$548			Yes (X)
Michael Bunch
Former CFO	0.0	60.0			$0	$403,155	$125,656			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$5,240,842	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,666,166	TotReportableCompRltdOrgAmt
Total Other Compensation	$764,579	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	124	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line2ContractorAddress/USAddress/AddressLine2Txt
MOUNTAIN EMERGENCY PHYSICIANS
319 SPRINGWOOD DRIVE NE	VALDESE	NC	28690	PHYSICIAN SERVICES	$4,031,724
MINA PLLC
9935-D REA ROAD	CHARLOTTE	NC	28277	STAFFING	$1,449,837	SUITE 441
CPL ARCHITECTS ENGINEERS LANDSCAPE
6302 FAIRVIEW ROAD SUITE 102	CHARLOTTE	NC	28210	ARCHITECTURAL	$1,121,844
DAVID E LOOPER & COMPANY INC
320 15TH STREET SE	HICKORY	NC	28602	CONSTRUCTION	$898,775
GRANITE GASTROENTEROLOGY AND HEPATOLOGY PLLC
160 S RIVER ROAD	BEDFORD	NH	03110	PHYSICIAN SERVICES	$847,124

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	28	CntrctRcvdGreaterThan100KCnt
Related Organizations	$1,328,136	RelatedOrganizationsAmt
All Other Contributions	$250	AllOtherContributionsAmt
Total Contributions	$1,328,386	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
PATIENT SERVICES	621500	$215,252,588	$215,252,588
QUEST4LIFE WELLNESS CENTER REVENUE	713990	$959,139		$959,139
OTHER PROGRAM SERVICES REVENUE	900099	$1,883,322	$1,883,322

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$218,095,049	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$330,907	TotalRevenueColumnAmt
Exclusion	$330,907	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$276,944	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$276,944	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$276,944	TotalRevenueColumnAmt
Exclusion	$276,944	ExclusionAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$0	OtherAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$220,031,286	TotalRevenueColumnAmt
Related Or Exempt Func Income	$217,135,910	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$959,139	UnrelatedBusinessRevenueAmt
Exclusion	$607,851	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,842,825	TotalAmt
Management And General	$1,842,825	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$62,642,772	TotalAmt
Program Services	$53,791,337	ProgramServicesAmt
Management And General	$8,851,435	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,559,228	TotalAmt
Program Services	$1,298,960	ProgramServicesAmt
Management And General	$260,268	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$11,873,651	TotalAmt
Program Services	$10,833,666	ProgramServicesAmt
Management And General	$1,039,985	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,660,287	TotalAmt
Program Services	$4,252,106	ProgramServicesAmt
Management And General	$408,181	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$15,917	TotalAmt
Management And General	$15,917	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$216,044	TotalAmt
Management And General	$216,044	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$12,540	TotalAmt
Management And General	$12,540	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$40,934,644	TotalAmt
Program Services	$26,607,518	ProgramServicesAmt
Management And General	$14,327,126	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$279,886	TotalAmt
Management And General	$279,886	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,533,683	TotalAmt
Program Services	$1,533,683	ProgramServicesAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$77,741	TotalAmt
Program Services	$75,409	ProgramServicesAmt
Management And General	$2,332	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,164,762	TotalAmt
Program Services	$2,164,762	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$331,365	TotalAmt
Program Services	$198,818	ProgramServicesAmt
Management And General	$132,547	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$6,027	TotalAmt
Management And General	$6,027	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$559,016	TotalAmt
Program Services	$559,016	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$1,515,222	TotalAmt
Management And General	$1,515,222	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$10,539,640	TotalAmt
Program Services	$10,539,640	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,180,347	TotalAmt
Program Services	$1,180,347	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
PATIENT CARE SUPPLIES & SERVICES	$28,589,939	$28,589,939
HOME OFFICE ALLOCATION	$18,474,562	$17,920,322	$554,240
BAD DEBT EXPENSE	$9,785,804	$9,785,804
ALL OTHER EXPENSES	$2,700,468	$2,613,422	$87,046

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$427,310	TotalAmt
Program Services	$414,491	ProgramServicesAmt
Management And General	$12,819	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$201,923,680	TotalAmt
Program Services	$172,359,240	ProgramServicesAmt
Management And General	$29,564,440	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$16,293,628	BOYAmt
EOY	$21,504,740	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$32,144,841	BOYAmt
EOY	$35,392,563	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$4,681,210	BOYAmt
EOY	$4,195,643	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,975,044	BOYAmt
EOY	$3,089,259	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$191,632,049	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$98,598,500	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$78,476,790	BOYAmt
EOY	$93,033,549	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$827,003	BOYAmt
EOY	$876,003	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$4,083,924	BOYAmt
EOY	$3,478,591	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$269,581	BOYAmt
EOY	$165,070	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$139,752,021	BOYAmt
EOY	$161,735,418	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$48,039,170	BOYAmt
EOY	$46,305,234	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,058,017	BOYAmt
EOY	$876,557	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$10,741,396	BOYAmt
EOY	$16,532,583	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$59,838,583	BOYAmt
EOY	$63,714,374	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$79,913,438	BOYAmt
EOY	$98,021,044	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$79,913,438	BOYAmt
EOY	$98,021,044	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$139,752,021	BOYAmt
EOY	$161,735,418	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$18,107,606	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	false	VolunteersInd
Paid Staff Or Management	false	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$12,540	OtherActivitiesAmt
Total Lobbying Expenditures	$12,540	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	ANNUAL DUES WERE PAID TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND NORTH CAROLINA HEALTHCARE ASSOCIATION (NCHA). A PERCENTAGE, DETERMINED BY THE AHA AND NCHA, WAS ESTIMATED TO BE EXPENDITURES USED IN LOBBYING ACTIVITIES BY THESE ORGANIZATIONS.	ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,754,303	OtherCostOrOtherBasisAmt
Book Value	$2,754,303	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$97,527,877	OtherCostOrOtherBasisAmt
Depreciation	$52,166,059	DepreciationAmt
Book Value	$45,361,818	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$157,040	OtherCostOrOtherBasisAmt
Depreciation	$21,548	DepreciationAmt
Book Value	$135,492	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$43,601,764	OtherCostOrOtherBasisAmt
Depreciation	$31,708,946	DepreciationAmt
Book Value	$11,892,818	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$47,591,065	OtherCostOrOtherBasisAmt
Depreciation	$14,701,947	DepreciationAmt
Book Value	$32,889,118	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$93,033,549	TotalBookValueLandBuildingsAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$0	RevenueSubtotalAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$0	TotalRevenuePerForm990Amt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$0	ExpensesSubtotalAmt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$0	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FormAndLineReferenceDesc
Explanation	THE HOSPITAL AND FOUNDATION ARE NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED AS TAX-EXEMPT, PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS.	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	300	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	false	FPGReferenceDiscountedCareInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$17,264,774	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$17,264,774	NetCommunityBenefitExpnsAmt
Total Expense	0.08986	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$36,514,265	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$85,176,935	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$53,779,039	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$85,176,935	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$17,264,774	NetCommunityBenefitExpnsAmt
Total Expense	0.08986	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$89,443	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$89,443	NetCommunityBenefitExpnsAmt
Total Expense	0.00047	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$325,468	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$325,468	NetCommunityBenefitExpnsAmt
Total Expense	0.00169	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$414,911	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$414,911	NetCommunityBenefitExpnsAmt
Total Expense	0.00216	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$54,193,950	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$85,176,935	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$17,679,685	NetCommunityBenefitExpnsAmt
Total Expense	0.09202	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Coalition Building CoalitionBuildingGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Activities Or Programs	0	ActivitiesOrProgramsCnt
Persons Served	0	PersonsServedCnt
Total Community Benefit Expns	$0	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$0	NetCommunityBenefitExpnsAmt
Total Expense	0.0	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$9,785,804	BadDebtExpenseAmt
Bad Debt Expense Attributable	$0	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$75,789,852	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$91,310,076	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$15,520,224	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

Field	Value	IRS element (for citing)
Business Name Line1	PRIME SURGICAL SUITE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	AMBULATORY SURGERY CENTER	PrimaryActivitiesTxt
Org Profit Or Ownership	0.71	OrgProfitOrOwnershipPct
Ofcr Etc Profit Or Ownership	0	OfcrEtcProfitOrOwnershipPct
Physicians Profit Or Ownership	0.29	PhysiciansProfitOrOwnershipPct

Field	Value	IRS element (for citing)
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CALDWELL MEMORIAL HOSPITAL INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	321 MULBERRY STREET SW	AddressLine1Txt
City	LENOIR	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28645	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.CALDWELLMEMORIAL.ORG	WebsiteAddressTxt
State License	H0061	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd
Other	DISPROPORTIONATE SHARE HOSPITAL	OtherDesc

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	CALDWELL MEMORIAL HOSPITAL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
CHNA Conducted	22	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	false	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	https://www.caldwellmemorial.org/about-us/-community-health-needs-assessment/	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	22	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	https://www.caldwellmemorial.org/about-us/-community-health-needs-assessment/	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	300.0	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	0.0	FPGFamilyIncmLmtDscntCarePct
Residency Criteria	Yes (X)	ResidencyCriteriaInd
Other Criteria	Yes (X)	OtherCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Other Method	Yes (X)	OtherMethodInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	https://www.caldwellmemorial.org/patients-visitors/billing-financial-assistance/	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	https://www.caldwellmemorial.org/patients-visitors/billing-financial-assistance/	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	https://www.caldwellmemorial.org/patients-visitors/billing-financial-assistance/	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicare Private	Yes (X)	LookBackMedicarePrivateInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part V, Section B, Line 5 Facility , 1	Facility , 1 - CALDWELL MEMORIAL HOSPITAL, INC.. BOTH PRIMARY DATA (COLLECTED DIRECTLY, INCLUDING SURVEYS AND FOCUS GROUP DATA) AND SECONDARY DATA (COLLECTED FROM OTHER SOURCES) WERE UTILIZED. UNC HEALTH CALDWELL, AS A MEMBER OF THE CALDWELL COUNTY COMMUNITY HEALTH ASSESSMENT ADVISORY COMMITTEE, PARTICIPATED IN DEVELOPING AN OPINION SURVEY THAT WAS WIDELY DISTRIBUTED. THE OPINION SURVEY WAS DISTRIBUTED TO INDIVIDUALS SELECTED FOR JURY DUTY AND AVAILABLE ONLINE. OVER 600 INDIVIDUALS COMPLETED THE OPINION SURVEY. FOUR FOCUS GROUPS WERE HELD WITH PARTICIPANTS FROM A VARIETY OF SOCIO ECONOMIC AND DEMOGRAPHIC GROUPS IN CALDWELL COUNTY. THE PARTICIPANTS OF THE FOCUS GROUPS WERE SOLICITED BY EMAIL, FLIERS AND OTHER ESTABLISHED GROUPS.
Schedule H, Part V, Section B, Line 6b Facility , 1	Facility , 1 - CALDWELL MEMORIAL HOSPITAL, INC.. THE ORGANIZATION'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED WITH THE CALDWELL COUNTY HEALTH DEPARTMENT.
Schedule H, Part V, Section B, Line 11 Facility , 1	Facility , 1 - CALDWELL MEMORIAL HOSPITAL, INC.. THE COMMUNITY HEALTH ASSESSMENT ADVISORY COMMITTEE REVIEWED ALL DATA COLLECTED FROM NUMEROUS OUTSIDE SOURCES AND THE COMMUNITY HEALTH ASSESSMENT OPINION SURVEY TO DETERMINE CALDWELL COUNTY'S TOP THREE HEALTH PRIORITIES. THE TOP THREE PRIORITIES ARE: SUBSTANCE ABUSE/USE WHILE UNC HEALTH CALDWELL DOES NOT HAVE RESOURCES CURRENTLY TO PROVIDE DIRECT CARE FOR THOSE NEEDING DETOX OR REHAB FOR SUBSTANCE ABUSE, THEY MAINTAIN RELATIONSHIPS WITH THE FOLLOWING ORGANIZATIONS IN THE SERVICE AREA: -CALDWELL COUNTY R.E.S.T.A.R.T. -RHA BEHAVIORAL HEALTH SERVICES -SYNERGY RECOVERY IN WILKES -BETHEL COLONY OF MERCY -MCLEOD CENTER ANY PATIENT NEEDING OR SHOWING INTEREST IN THESE SERVICES WILL BE PROVIDED INFORMATION ON THESE ORGANIZATIONS AND HOW TO GET STARTED. CALDWELL'S IN-HOSPITAL CASE MANAGEMENT TEAM HAS ACCESS TO THESE RESOURCES AND INFORMATION TO PROVIDE TO PATIENTS THAT MAY NEED THEM. THEY WORK CLOSELY WITH PATIENTS AND FAMILIES TO ENSURE THE BEST POSSIBLE TREATMENT OPTIONS FOR THE SITUATION. UNC HEALTH CALDWELL ALSO COLLABORATES WITH "HOPE FOR CALDWELL", A COLLABORATIVE GROUP CONSISTING OF OTHER ORGANIZATIONS INCLUDING CALDWELL COUNTY SCHOOLS, CHURCH COMMUNITIES, LAW ENFORCEMENT, AND MORE. THIS GROUP MEETS MONTHLY AND DISCUSSES ISSUES SURROUNDING SUBSTANCE ABUSE/MISUSE. IT IS ALSO IMPORTANT TO NOTE THAT THROUGH THE BEHAVIORAL HEALTH SERVICE LINE, JONAS HILL HOSPITAL AND CLINIC PLANS TO EXPLORE THE POSSIBILITY OF TRAINING PROVIDERS FOR MEDICATION ASSISTED THERAPY (MAT). THIS WOULD ALLOW PROVIDERS TO TREAT MORE COMPREHENSIVELY THOSE SUFFERING WITH SUBSTANCE ABUSE/MISUSE. MENTAL HEALTH UNC HEALTH CALDWELL CURRENTLY OFFERS INPATIENT BEHAVIORAL HEALTH SERVICES AT OUR JONAS HILL HOSPITAL AND CLINIC (JHH). JHH ALSO OFFERS OUTPATIENT BEHAVIORAL HEALTH TREATMENT FOR THOSE WHO SEEK IT. JHH OUTPATIENT SERVICES CAN SEE UP TO 10 PATIENTS AT ONE TIME, ONE OF THE HIGHEST IF NOT THE HIGHEST NUMBER IN THE REGION. THERE ARE MANY INITIATIVES SET FOR THE GROWTH AND EXPANSION OF THE UNC HEALTH CALDWELL AND JHH BEHAVIORAL HEALTH SERVICES. THESE INITIATIVES AND GOALS WILL BE OUTLINED IN THE FOLLOWING: 1. JHH RECENTLY PARTNERED WITH UNC SCHOOL OF MEDICINE (UNCSOM) PSYCHIATRY SERVICES TO INCREASE OUR ABILITY TO SERVE THE COMMUNITY. A NEW MEDICAL DIRECTOR FOR JONAS HILL INPATIENT (JHIP), A NEW FULL-TIME IN-PERSON PSYCHIATRIST, AND MULTIPLE VIRTUAL PSYCHIATRISTS FOR PART TIME WORK ARE BEING ONBOARDED AND ORIENTED TO PROVIDE MENTAL HEALTH SERVICES TO OUR COMMUNITY. 2. THESE ADDITIONS TO THE TEAM INCREASE THE ABILITY FOR JHH TO SEE MORE PATIENTS, BOTH INPATIENT AND OUTPATIENT. 3. JONAS HILL OFFERS THE ONLY PSYCHIATRY RESIDENCY, PARTNERED THROUGH (UNCSOM), IN A RURAL AREA SUCH AS CALDWELL COUNTY. 4. JHH HAS INCREASED THE NUMBER OF THERAPISTS WORKING. 5. THERE ARE PLANS TO EXPLORE SPACE EXPANSION BASED ON THE NEW PROVIDERS JHH IS ADDING. 6. THE BEHAVIORAL HEALTH SERVICE LINE IS ALSO EXPLORING SERVICES GROWTH THROUGH MEDICATION ASSISTED THERAPY (MAT). AN INITIATIVE THAT WOULD SEE PROVIDERS TRAINED IN MAT SERVICES TO PROVIDE TO INDIVIDUALS STRUGGLING WITH SUBSTANCE ABUSE/MISUSE. 7. CONTINUED COLLABORATION WITH CALDWELL COUNTY RESTART, RHA, AND CALDWELL CRISIS RESPONSE TEAM. 8. UNC HEALTH CALDWELL HAS ALSO BEEN IN COLLABORATIVE SESSIONS WITH CALDWELL COUNTY SCHOOLS TO ENSURE ANY SCHOOL-AGE ADOLESCENTS THAT ARE RECEIVING EXTENDED BEHAVIORAL HEALTH TREATMENT IN OUR FACILITY RECEIVE THE EDUCATIONAL RESOURCES AND CURRICULUM THEY NEED TO KEEP UP WITH THEIR EDUCATION. TRANSPORTATION UNC HEALTH CALDWELL CURRENTLY UTILIZES SEVERAL DIFFERENT TRANSPORTATION SERVICES TO HELP OUR PATIENTS UPON THEIR DISCHARGE HOME OR TRANSFER TO ANOTHER FACILITY. THE RELATIONSHIPS WITH THESE ORGANIZATIONS ARE CRUCIAL TO ENSURING APPROPRIATE CARE FOLLOWING DISCHARGE OR TRANSFER. SERVICE PROVIDED RANGE ALL THE WAY FROM CAB SERVICES FOR THE MORE MOBILE, INDEPENDENT PATIENTS, TO ADVANCED CARDIAC LIFE SUPPORT (ACLS) TRANSPORTS. UNC HEALTH CALDWELL IS EXPLORING OTHER TRANSPORTATION OPTIONS TO PROVIDE TO PATIENTS NEEDING TRANSPORT FROM OUR HOSPITAL TO OTHER FACILITIES OR HOME. AS A METHOD OF CONTINUOUS IMPROVEMENT, WE ARE ALWAYS ASSESSING FOR THE MOST EFFICIENT, SAFE, AND RELIABLE ANCILLARY SERVICES TO PROVIDE TO OUR PATIENTS AND COMMUNITY. THE OTHER TOP HEALTH ISSUES THAT UNC HEALTH CALDWELL WILL NOT BE ADDRESSING ARE CHRONIC DISEASES AND PREVENTATIVE CARE. WHILE UNC HEALTH CALDWELL RECOGNIZES THESE HEALTH NEEDS, THEIR RESOURCES ARE BETTER USED IN ADDRESSING THE TOP THREE HEALTH PRIORITIES LISTED ABOVE.
Schedule H, Part V, Section B, Line 13 Facility , 1	Facility , 1 - CALDWELL MEMORIAL HOSPITAL, INC.. The Financial Assistance Policy implemented non-income based financial assistance criteria as of 1/1/2025. The non-income eligibility criteria include homelessness, mental incapacitation with no one to act on the patient's behalf, patient or child in patient's household enrolled in any Medicaid or Managed Medicaid insurance, and enrollment in another means-tested public assistance program including, but not limited to: Women, Infants and Children Nutrition Program (WIC), Supplemental Nutrition Assistance Program (SNAP) or Temporary Assistance for Needy Families (TANF).
Schedule H, Part V, Section B, Line 15 Facility , 1	Facility , 1 - CALDWELL MEMORIAL HOSPITAL, INC.. FINANCIAL ASSISTANCE APPLICATIONS CAN BE RETURNED SEVERAL WAYS INCLUDING US POSTAL MAIL IN PROVIDED PRE-PAID ENVELOPE, IN PERSON AT THE FINANCIAL ASSISTANCE DEPARTMENT OR WITH A FINANCIAL NAVIGATOR, VIA SECURE PATIENT PORTAL, OR BY SECURE FAX.

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	QUEST 4 LIFE WELLNESS CENTER	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1031 MORGANTON BLVD	AddressLine1Txt
City	LENOIR	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28645	ZIPCd

Field	Value	IRS element (for citing)
Facility	WELLNESS CENTER	FacilityTxt

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule H, Part I, Line 7 COL (F) - BAD DEBT EXPENSE EXCLUDED FROM FINANCIAL ASSISTANCE CALCULATION	The Bad Debt Expense included on Form 990, Part IX, Line 24(c), but subtracted for purposes of calculating the percentage in the column is $9,785,804.
Schedule H, Part III, Line 2 BAD DEBT & HASP REQUIREMENTS	TO COMPLY WITH THE HEALTHCARE ACCESS AND STABILIZATION PROGRAM (HASP) REQUIREMENTS FOR FY2025, THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES MANDATED ALL NORTH CAROLINA HOSPITALS TO ATTEST TO IMPLEMENTING A STANDARDIZED, ENHANCED MEDICAL DEBT POLICY. THIS APPLIES TO NORTH CAROLINA RESIDENTS WHO ARE ACTIVELY ENROLLED IN MEDICAID OR MANAGED MEDICAID OR FALL BELOW CERTAIN FEDERAL POVERTY LEVELS. HISTORICAL DEBT REMAINING IN OUR SYSTEM WAS IMPACTED. IN FY2025, THE FILING ORGANIZATION IMPLEMENTED THE NORTH CAROLINA MEDICAL DEBT RELIEF AND MITIGATION POLICY AS REQUIRED BY HASP. THIS POLICY REDUCED BAD DEBT EXPENSE AND INCREASED CHARITY CARE FOR THE FILING YEAR.
Schedule H, Part II Community Building Activities	UNC Health Caldwell participates in several community building activities. UNC Health Caldwell collects school supplies that are donated to local county schools to be shared with students in need. Also, UNC Health Caldwell collects food for a food drive to be donated to the local Food Bank and given to families that struggle with food insecurity. In compliance with the Affordable Care Act, UNC Health Caldwell participates with other Caldwell County organizations to prepare a Community Health Needs Assessment (CHNA) every three years. The most current CHNA was conducted in tax year 2022 and the three top priorities for UNC Health Caldwell are Substance Abuse/Misuse, Mental Health and Transportation. By focusing on these priority items, UNC Health Caldwell can make an effective health impact in the community.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount	THE ORGANIZATION'S BAD DEBT EXPENSE AS REPORTED ON THE AUDITED FINANCIAL STATEMENTS AND FORM 990, PART IX. THE COST-TO-CHARGE RATIO FOR THE YEAR WAS APPLIED TO THE GROSS BAD DEBT CHARGES FOR THE YEAR.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology	THE ORGANIZATION'S BAD DEBT DOES NOT INCLUDE ANY AMOUNTS ATTRIBUTABLE TO THOSE PATIENTS WHO APPLIED FOR AND RECEIVED FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote	NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYORS, AND OTHERS FOR SERVICES RENDERED, INCLUDING ESTIMATED RETROACTIVE ADJUSTMENTS DUE TO FUTURE AUDITS, REVIEWS, AND INVESTIGATIONS. RETROACTIVE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED, AND SUCH AMOUNTS ARE ADJUSTED IN FUTURE PERIODS AS ADJUSTMENTS BECOME KNOWN OR AS YEARS ARE NO LONGER SUBJECT TO SUCH AUDITS, REVIEWS, AND INVESTIGATIONS
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance	THE HOSPITAL DOES NOT SUBJECT ANY PATIENTS WHO QUALIFIED FOR FINANCIAL ASSISTANCE GUIDELINES TO A COLLECTION AGENCY.
Schedule H, Part V, Section B, Line 16a FAP website	- CALDWELL MEMORIAL HOSPITAL, INC.: Line 16a URL: https://www.caldwellmemorial.org/patients-visitors/billing-financial-assistance/;
Schedule H, Part V, Section B, Line 16b FAP Application website	- CALDWELL MEMORIAL HOSPITAL, INC.: Line 16b URL: https://www.caldwellmemorial.org/patients-visitors/billing-financial-assistance/;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website	- CALDWELL MEMORIAL HOSPITAL, INC.: Line 16c URL: https://www.caldwellmemorial.org/patients-visitors/billing-financial-assistance/;
Schedule H, Part VI, Line 2 Needs assessment	FEDERAL REGULATIONS SURROUNDING CHNA REQUIRE LOCAL INPUT FROM REPRESENTATIVES OF PARTICULAR DEMOGRAPHIC SECTORS. UNC HEALTH CALDWELL PARTICIPATED IN A STANDARD PROCESS OF GATHERING COMMUNITY INPUT. A WIDELY AVAILABLE PUBLIC SURVEY WAS LAUNCHED IN ORDER TO HAVE BROAD RESPONSES FROM COMMUNITY MEMBERS. A SELECT FOCUS GROUP WAS USED IN ORDER TO HAVE FEEDBACK ABOUT THE RESULTS FROM THE PUBLIC SURVEY AND COMMENTARY ABOUT THE PREVIOUS CHNA. IN ADDITION, UNC HEALTH CALDWELL ADDRESSES THE COMMUNITY'S EMERGENCY HEALTH NEEDS BY PROVIDING AROUND-THE-CLOCK EMERGENCY SERVICES.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance	CALDWELL MEMORIAL HOSPITAL, INC. (CMH) PROVIDES NEEDED HEALTH CARE SERVICES TO ANYONE REGARDLESS OF THAT PERSON'S ABILITY TO PAY. CMH'S FINANCIAL ASSISTANCE POLICY IS DESIGNED TO ASSIST PATIENTS WHO ARE FINANCIALLY UNABLE TO PAY FOR HEALTHCARE SERVICES. A LINK TO THE POLICY CAN BE FOUND ON THE CMH PUBLIC WEBSITE. CMH DISPLAYS INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE IN ITS EMERGENCY ROOM, REGISTRATION AREAS IN THE HOSPITAL AND CLINICS, AND FINANCIAL COUNSELOR OFFICES. IN ADDITION TO FINANCIAL ASSISTANCE INFORMATION DISPLAYED ON CMH PROPERTY, FINANCIAL ASSISTANCE INFORMATION IS DISTRIBUTED AT LOCAL COMMUNITY EVENTS AND VIA ADVERTISEMENTS ON TV AND SOCIAL MEDIA PLATFORMS. A LINK IS ALSO PROVIDED ON THE HOSPITAL'S WEBSITE TO THE AVAILABILITY OF FINANCIAL ASSISTANCE AND ITS FINANCIAL ASSISTANCE POLICY, ALONG WITH AN ON-LINE APPLICATION. INPATIENT CASE MANAGERS ALSO PROVIDE INFORMATION TO THE PATIENTS REGARDING AVAILABLE PROGRAMS AND THE ORGANIZATION'S FINANCIAL POLICY. CONSULTATION WITH FINANCIAL COUNSELORS IS ALSO AVAILABLE TO ALL PATIENTS AS NEEDED.
Schedule H, Part VI, Line 4 Community information	THE PRIMARY SERVICE AREA FOR CALDWELL MEMORIAL HOSPITAL, INC. IS CALDWELL COUNTY WITH A LIMITED NUMBER OF PATIENTS FROM THE SURROUNDING COUNTIES OF BURKE, WATAUGA AND CATAWBA. OF THE MULTIPLE INCORPORATED MUNICIPALITIES IN CALDWELL COUNTY, CMH RECEIVED 90.03% OF ITS PATIENTS FROM COLLETTSVILLE, GRANITE FALLS, HUDSON AND LENOIR. CALDWELL COUNTY IS IN THE NW SECTION OF NC IN THE FOOTHILLS OF THE BLUE RIDGE MOUNTAINS AND IS BOUND ON THE NW BY WATAUGA COUNTY, ON THE NE BY WILKES COUNTY, ON THE EAST BY ALEXANDER COUNTY, ON THE SOUTH BY CATAWBA AND BURKE COUNTIES AND ON THE WEST BY BURKE AND AVERY COUNTIES. THE POPULATION IS JUST OVER 80,000 WITH 51% FEMALE AND 49% MALE. THE POPULATION MAKEUP IS 87.1% WHITE, 5.4% HISPANIC, 4.9% BLACK OR AFRICAN AMERICAN AND 2.6% OTHER. THE LARGEST INCOME GROUP IS $25-50K AND LARGEST AGE GROUP IS 35-54 YEARS OLD.
Schedule H, Part VI, Line 5 Promotion of community health	CALDWELL MEMORIAL HOSPITAL, INC. PROVIDES FINANCIAL SUPPORT TO 2 COMMUNITY AGENCIES: THE HELPING HANDS CLINIC (PROVIDING CARE TO THE UNINSURED) AND THE SATIE AND JE BROYHILL CALDWELL SENIOR CENTER (FOCUS ON THE LIVES AND ADVOCACY OF SENIORS). OTHER COMMUNITY INVOLVEMENT INCLUDES BUT NOT LIMITED TO: ANNUAL PROSTATE SCREENING, HEALTH FAIRS, SUPPORT AND INVOLVEMENT IN THE CALDWELL COMMUNITY GARDEN WHICH HELPS FOSTER COMMUNITY GARDENING, REPRESENTATION BY ORGANIZATION REPRESENTATIVES ON LOCAL HEALTHCARE RELATED BOARDS (BOARD OF HEALTH, HOSPICE, AND CHILD PROTECTION TEAM.) CALDWELL MEMORIAL HEALTHWORKS WHICH IS OCCUPATIONAL, INDUSTRIAL AND WORKER'S COMP MEDICINE DESIGNED TO ASSIST EMPLOYERS TOWARD IMPROVING QUALITY OF HEALTHCARE.
Schedule H, Part VI, Line 6 Affiliated health care system	CALDWELL MEMORIAL HOSPITAL, INC. IS PART OF THE UNC HEALTH CARE SYSTEM. UNC HEALTH CARE IS A NOT-FOR-PROFIT INTEGRATED HEALTH CARE SYSTEM OWNED BY THE STATE OF NORTH CAROLINA AND BASED IN CHAPEL HILL. ORIGINALLY ESTABLISHED NOV. 1, 1998, UNC HEALTH CARE CURRENTLY COMPRISES UNC HOSPITALS AND ITS PROVIDER NETWORK, THE CLINICAL PROGRAMS OF THE UNC SCHOOL OF MEDICINE, AND TEN AFFILIATE HOSPITALS AND HOSPITAL SYSTEMS ACROSS THE STATE. COLLECTIVELY, THIS GROUP OF HEALTH CARE PROVIDERS WORKS TOGETHER TO MAKE SURE THAT ALL OF THE COMMUNITIES SERVED RECEIVED THE HIGHEST QUALITY OF CARE.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	Yes (true)	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	Yes (true)	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
David Lowry MD
Director/President & CEO	$430,958	$0	$146,675	$0	$15,622	$0	$115,258	$0	$32,058	$0	$740,571	$0	$0	$0
Bradley Christoph MD
Director	$0	$233,730	$0	$5,060	$0	$121,471	$0	$8,294	$0	$9,719	$0	$378,274	$0	$0
Elizabeth Darnell MD
Director	$0	$179,217	$0	$3,119	$0	$52,762	$0	$2,979	$0	$23,529	$0	$261,606	$0	$0
Jason DePlatchett
Director	$0	$230,494	$0	$82,201	$0	$7,477	$0	$81,095	$0	$39,245	$0	$440,512	$0	$0
Michael Bunch
Former CFO	$0	$284,686	$0	$102,653	$0	$15,816	$0	$109,334	$0	$16,322	$0	$528,811	$0	$0
Donita Damron
Former VP/Physician Services	$72,522	$0	$54,527	$0	$135,388	$0	$3,937	$0	$9,325	$0	$275,699	$0	$0	$0
Laura Easton
Former President & CEO	$21,921	$0	$0	$0	$175,369	$0	$548	$0	$0	$0	$197,838	$0	$0	$0
Heather Foss
COO	$187,132	$0	$60,218	$0	$0	$0	$9,890	$0	$29,058	$0	$286,298	$0	$0	$0
Karen Shadowens
CFO	$0	$270,775	$0	$76,705	$0	$0	$0	$14,464	$0	$20,447	$0	$382,391	$0	$0
Jerrell Suddreth RN
CNO	$183,184	$0	$57,675	$0	$10,270	$0	$7,774	$0	$31,122	$0	$290,025	$0	$0	$0
Sarah Young MD
CMO	$332,382	$0	$21,063	$0	$37,742	$0	$11,321	$0	$15,183	$0	$417,691	$0	$0	$0
Allison Charles PT
VP/Physician Services	$187,579	$0	$74,946	$0	$5,554	$0	$9,901	$0	$29,058	$0	$307,038	$0	$0	$0
James Hathorn MD
Medical Practice Physician	$411,930	$0	$2,339	$0	$941,064	$0	$12,459	$0	$7,486	$0	$1,375,278	$0	$0	$0
Randal Bast MD
Medical Practice Physician	$356,500	$0	$1,040	$0	$322,420	$0	$12,903	$0	$31,122	$0	$723,985	$0	$0	$0
Travis Lowe
Chief CRNA	$285,492	$0	$38,625	$0	$40,430	$0	$11,500	$0	$32,058	$0	$408,105	$0	$0	$0
Amy Abouzied MD
Medical Practice Physician	$312,006	$0	$2,339	$0	$18,676	$0	$12,392	$0	$0	$0	$345,413	$0	$0	$0
Robert Hartman
Nurse Anesthetist	$238,193	$0	$9,236	$0	$49,825	$0	$7,312	$0	$7,486	$0	$312,052	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule J, Part I, Line 4a Severance or change-of-control payment

The filing organization paid former VP/Physician Services, Donita Damron, severance compensation in the amount of $116,160.

Schedule J, Part I LINE 6 - COMP. CONTINGENT ON NET EARNINGS OF ORGANIZATION & RELATED ORGANIZATIONS

EMPLOYEES IN MANAGERIAL ROLES PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN APPROVED ANNUALLY BY THE UNC HCS BOARD OF DIRECTORS. THE COMPENSATION EARNED UNDER THIS PLAN IS BASED PARTLY ON THE NET EARNINGS OF THE ORGANIZATION AND THE UNC HCS. OTHER PERFORMANCE MEASURES USED TO DETERMINE INCENTIVE COMPENSATION ARE PATIENT SATISFACTION, PATIENT CARE QUALITY OUTCOMES AND INNOVATIVE INITIATIVES TO IMPROVE OPERATIONS AND CARE DELIVERY. EMPLOYED PHYSICIANS ARE PAID ON A PRODUCTIVITY BASIS BASED ON RVU'S GENERATED IN THEIR PRACTICE OPERATIONS AND THESE ARE TIED TO MGMA BENCHMARKS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4a PROGRAM SERVICE DESCRIPTION (continued)	As a community hospital, Caldwell recognizes the importance of not only caring for our community but giving back. Caldwell provides active support to the Helping Hands Clinic which provides primary care and medication support to a broad population of patients including those who are homeless, uninsured and / or indigent. Many employees volunteer at local agencies including the Wig Bank, the Health Department, the Senior Center and the local Food Pantry among them. The hospital also sponsors various events around breast cancer and sponsors and attends the AHA Heart Ball annually. Employees also volunteer at the Lenoir Blackberry Festival and Wood Fire Smoke Festival sponsoring a tent where water and a cooling station are provided for attendees. Caldwell Memorial Health, Inc. also provides significant community benefit through charity care, financial assistance, and unreimbursed services for Medicaid and uninsured patients. These efforts help reduce the burden on local government and ensure access to essential healthcare services for vulnerable populations. There are numerous ways in which we collaborate with the local CCC&TI (community college) in order to support local students in pursuing various careers within the health system. Some of these efforts are serving as board members, allowing students to do local clinical rotations and providing preceptors. These partnerships strengthen the local healthcare workforce pipeline and support economic development within the region. Through these programs and services, Caldwell Memorial Health, Inc. fulfills its charitable purpose by improving health outcomes, expanding access to care, addressing community health needs, and reinvesting resources to benefit the residents of Caldwell County and surrounding areas.
Form 990, Part VI, Line 1a Material differences in voting rights	THE EXECUTIVE/FINANCE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE HOSPITAL DURING THE PERIOD BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS, SUBJECT TO ANY PRIOR LIMITATION IMPOSED BY THE BOARD OF DIRECTORS.
Form 990, Part VI, Line 4 Significant changes to organizational documents	Caldwell Memorial Hospital amended and restated their Bylaws effective April 15, 2025. The nature of the changes were to align Caldwell's Bylaws to a more standard UNC HCS format. Along with format changes, the term for Chairman of the Board was increased from 2 years to 3 years and if appointed, an additional term was added.
Form 990, Part VI, Line 6 Classes of members or stockholders	THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM IS A MEMBER.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM IS A MEMBER AND THEY HAVE THE POWER TO APPOINT BOARD MEMBERS AND APPROVE GOVERNANCE DECISIONS.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM AS A MEMBER HAS APPROVAL RIGHTS TO ALL GOVERNANCE DECISIONS.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. THE FULL BOARD RECEIVED A COPY OF THE FORM 990 FOR THEIR REVIEW AND ANY QUESTIONS.
Form 990, Part VI, Line 12c Conflict of interest policy	THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING ALL BOARD MEMBERS AND EXECUTIVE LEADERSHIP TO ANNUALLY COMPLETE AND SIGN A QUESTIONNAIRE DOCUMENTING ANY AREA OF CONFLICT OF INTEREST. THE BOARD MEMBERS AND EXECUTIVE LEADERSHIP ARE REQUIRED TO REPORT AND DOCUMENT ANY NEW AREAS OF CONFLICT OF INTEREST AS THEY ARISE.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	THE ORGANIZATION COMPLETES THE REBUTTABLE PRESUMPTION OF REASONABLENESS AS DESCRIBED IN TREASURY REGULATION 4958(6)(C) FOR EACH OFFICER AND KEY EMPLOYEE. THIS PROCESS IS PERFORMED BY AN OUTSIDE INDEPENDENT COMPENSATION SPECIALIST. THE CONSULTANT'S FINDINGS ARE PRESENTED TO THE HR COMMITTEE OF THE BOARD AND ARE ULTIMATELY APPROVED BY THE FULL BOARD.
Form 990, Part VI, Line 18 How forms are made available to the public	PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ON GUIDESTAR.ORG.
Form 990, Part VI, Line 19 Required documents available to the public	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. PLEASE USE THE ORGANIZATION'S "CONTACT US" LINK ON ITS WEBSITE FOR REQUESTS.
Form 990, Part VII, Section A, Line 1b AVERAGE HOURS PER WEEK	BOARD MEMBERS AND OFFICERS CONTRIBUTE THEIR TIME AND SERVICES UPON REQUEST AND ON AN AS-NEEDED BASIS, WHICH, THROUGHOUT THE YEAR, MAY DIFFER FROM THE AVERAGE NUMBER OF HOURS PER WEEK REPORTED ON PART VII, LINE 1B.
Form 990, Part IX, Line 11g Other Fees	CONTRACTED PROFESS SERVICES - Total Expense: 32509408, Program Service Expense: 21131115, Management and General Expenses: 11378293, Fundraising Expenses: 0; OUTSIDE SERVICES - Total Expense: 8274708, Program Service Expense: 5378560, Management and General Expenses: 2896148, Fundraising Expenses: 0; OTHER PROFESSIONAL FEES - Total Expense: 150528, Program Service Expense: 97843, Management and General Expenses: 52685, Fundraising Expenses: 0;
Form 990, Part XII, Line 2c Change of oversight process or selection process	NO CHANGE FROM PRIOR YEAR.
FORM 990, PARTS VIII & IX AND SCHEDULE H BAD DEBT AND HASP REQUIREMENTS	TO COMPLY WITH THE HEALTHCARE ACCESS AND STABILIZATION PROGRAM (HASP) REQUIREMENTS FOR FY2025, THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES MANDATED ALL NORTH CAROLINA HOSPITALS TO ATTEST TO IMPLEMENTING A STANDARDIZED, ENHANCED MEDICAL DEBT POLICY. THIS APPLIES TO NORTH CAROLINA RESIDENTS WHO ARE ACTIVELY ENROLLED IN MEDICAID OR MANAGED MEDICAID OR FALL BELOW CERTAIN FEDERAL POVERTY LEVELS. HISTORICAL DEBT REMAINING IN OUR SYSTEM WAS IMPACTED. IN FY2025, THE FILING ORGANIZATION IMPLEMENTED THE NORTH CAROLINA MEDICAL DEBT RELIEF AND MITIGATION POLICY AS REQUIRED BY HASP. THIS POLICY REDUCED BAD DEBT EXPENSE AND INCREASED CHARITY CARE FOR THE FILING YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Public Charity StatusPublicCharityStatusTxt
UNC HEALTH CARE SYSTEM
101 MANNING DRIVE	Chapel Hill	NC	27514	562206970	HEALTHCARE	NC	115	UNC HEALTH C	false
UNC HOSPITALS
101 MANNING DRIVE	CHAPEL HILL	NC	27514	561118388	HEALTHCARE	NC	115	UNC HEALTH C	false
CALDWELL MEMORIAL HOSPITAL FNDN INC
PO BOX 1890	LENOIR	NC	28645	581935514	SUPPORT OF CA	NC	501(c)(3)	CALDWELL MEM	false	7
CHATHAM HOSPITAL INC
PO BOX 649	SILER CITY	NC	27344	560611546	HEALTHCARE	NC	501(c)(3)	UNC HEALTH C	false	3
PIEDMONT TRIAD HEALTH SERVICES
101 MANNING DRIVE	CHAPEL HILL	NC	27514	561497163	SUPPORT OF UN	NC	501(c)(3)	UNC HEALTH C	false	Type II
REX HEALTHCARE INC
4420 LAKE BOONE TRAIL	RALEIGH	NC	27607	561509129	HEALTHCARE	NC	501(c)(3)	UNC HEALTH C	false	Type I
REX HOSPITAL INC
4420 LAKE BOONE TRAIL	RALEIGH	NC	27607	561509260	HEALTHCARE	NC	501(c)(3)	UNC HEALTH C	false	3
UNCPN
5221 Paramount Pkwy Suite 220	MORRISVILLE	NC	27560	271081647	HEALTHCARE	NC	501(c)(3)	UNC HEALTH C	false	10
UNC ROCKINGHAM HEALTH CARE INC
117 EAST KINGS HIGHWAY	EDEN	NC	27288	823745228	HEALTHCARE	NC	501(c)(3)	UNC HEALTH C	false	3

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	PRIME SURGICAL SUITES LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	180 RIVER BEND DRIVE	AddressLine1Txt
City	Granite Falls	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28630	ZIPCd

Field	Value	IRS element (for citing)
EIN	463556921	EIN
Primary Activities	SURGICAL	PrimaryActivitiesTxt
Legal Domicile State	NC	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Predominant Income Type	Related	PredominantIncomeTypeTxt
Share Of Total Income	-$442,820	ShareOfTotalIncomeAmt
Share Of EOY Assets	$1,671,867	ShareOfEOYAssetsAmt
General Or Managing Partner	false	GeneralOrManagingPartnerInd
Ownership	0.69234	OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Controlled OrganizationControlledOrganizationInd
UNC PHYSICIANS NETWORK GRP PRACTICES LLC
5221 PARAMOUNT PKWY SUITE 220	MORRISVILLE	NC	27560	461416986	HEALTHCARE	NC	UNC HEALTHCARE	C Corporation	$0	$0	false
UNC PHYSICIANS GRP PRACTICES II LLC
4420 LAKE BOONE TRAIL	RALEIGH	NC	27607	852823886	HEALTHCARE	NC	REX HEALTHCARE	C Corporation	$0	$0	false
UNC HEALTH INNOVATIONS INC
4420 LAKE BOONE TRAIL	RALEIGH	NC	27607	871233049	OPERATION SUP	NC	REX HEALTHCARE	C Corporation	$0	$0	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CALDWELL MEMORIAL HOSPITAL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	C	TransactionTypeTxt
Involved	$1,328,136	InvolvedAmt
Method Of Amount Determination	CASH	MethodOfAmountDeterminationTxt