2021-05-12T14:47:04-05:00 2020-06-30 BDO USA LLP 421 Fayetteville Street Suite 300 Raleigh NC 27601 990 2019-07-01 566052117 The Rex Healthcare Foundation Inc % ANDREW ZUKOWSKI REXH 9197844424 4420 Lake Boone Trail Raleigh NC 27607 ANDREW ZUKOWSKI CFO 9197844424 2021-05-12 true SANDRA L FEINSMITH P01064157 9192781936 2019 2022-09-23 18:48:47Z Rex Hospital Foundation Ernie Bovio 4420 Lake Boone Trail Raleigh NC 27607 8233489 false X www.rexhealthcarefoundation.com X 1958 NC To provide opportunities for our community to invest resources in the excellent work of UNC REX HEALTHCARE 11 8 0 8 0 2591053 3251990 0 0 200379 253821 -29903 -106628 2761529 3399183 1368829 1054624 0 0 0 0 15982 16998 1033401 905139 1054648 2289950 2126270 471579 1272913 4852653 5851305 11511 188085 4841142 5663220 X OUR MISSION IS TO PROVIDE OPPORTUNITIES FOR OUR COMMUNITY TO INVEST RESOURCES IN THE EXCELLENT WORK OF UNC REX HEALTHCARE. THE CORE ACTIVITIES THROUGH WHICH THE FOUNDATION FULFILLS THIS MISSION INCLUDE: ADVOCACY, EDUCATION, PROGRAM DEVELOPMENT, FUNDRAISING, STRATEGIC PARTNERSHIPS AND DONOR ENGAGEMENT. false false 1054624 1054624 THE REX HEALTHCARE FOUNDATION SUPPORTS UNC REX HOSPITAL THROUGH A VARIETY OF PATIENT ASSISTANCE PROGRAMS, ASSISTS IN UPGRADING FACILITIES AND ACQUIRING THE MEDICAL EQUIPMENT NECESSARY TO CONTINUE EXCELLENT HEALTHCARE SERVICES. THESE PROGRAMS INCLUDE A MOBILE MAMMOGRAPHY UNIT THAT TRAVELS THE REGION PROVIDING FREE MAMMOGRAPHY SCREENING SERVICES TO UNDERSERVED PATIENTS, PATIENT ASSISTANCE THROUGH THE REX CANCER CENTER ANGEL FUND, NURSING EDUCATION, BLANKET WARMERS, PATIENT TRANSPORTATION TO TREATMENT AND MORE. 1054624 true true false false false false false false false true true false true false false true false true false false false false false true true true false true false true false false false false false false false false false false false false false true false false false true 8 0 0 false false false false false true true false false false false false false X 11 8 false false false false false true true true true false false true true true true true true true true false X ANDREW ZUKOWSKI 9197844424 4420 LAKE BOONE TRAIL Raleigh NC 27607 Gary L Park Director 1.0 2.0 X 0 1568314 558879 Stephen W Burriss President 1.0 59.0 X X 0 810367 195566 Rig S Patel MD Director 1.0 2.0 X 0 864555 34321 Ernest L Bovio Jr President 1.0 59.0 X X 0 656150 99325 Andrew K Zukowski Treasurer 1.0 59.0 X 0 437862 67015 Sylvia D Hackett Vice President 1.0 59.0 X 0 371204 81290 Tate Bombard Secretary 1.0 59.0 X 0 352665 56085 Benjamin J Mathew Asst Treasurer/Asst Secretary 1.0 59.0 X 0 169884 20876 Susan M Sandberg Former Secretary 0.0 0.0 X 0 153133 0 Catharine B Arrowood Director 1.0 2.0 X 0 0 0 Teresa C Artis Director 1.0 2.0 X 0 0 0 A Wesley Burks MD Director 1.0 2.0 X 0 0 0 Ann S Collins MD Director/Chairman 1.0 2.0 X X 0 0 0 Courtney A Crowder Director 1.0 2.0 X 0 0 0 Peter D Hans Director 1.0 2.0 X 0 0 0 Steven C Lilly Director 1.0 2.0 X 0 0 0 C Howard Nye Director/Vice Chairman 1.0 2.0 X X 0 0 0 Bobby T Parker Director 1.0 2.0 X 0 0 0 Jason Sandner Director 1.0 2.0 X 0 0 0 0 5384134 1113357 0 true true false Vine Rich Events LLC 3109 Rutledge Courts RALEIGH NC 27613 Event Planning 151799 1 312718 1006122 1933150 3251990 0 72038 72038 0 0 0 0 0 4857511 4675728 181783 181783 181783 28250 312718 157678 -129428 -129428 23700 900 22800 22800 0 0 0 0 3399183 147193 1054624 1054624 0 0 0 0 0 0 0 0 0 0 0 0 0 16998 16998 20423 20423 72289 7229 65060 13937 1394 12543 15560 1556 14004 0 0 55442 5544 49898 1417 142 1275 0 0 0 0 0 0 MISCELLANEOUS 147865 1957 145908 COST REIMBURSEMENT 727715 727715 2126270 1054624 38245 1033401 1287486 1679868 0 0 0 0 366861 416342 0 0 0 0 0 0 0 0 41313 0 15226 15226 0 0 0 0 0 0 3156993 3755095 0 0 0 0 4852653 5851305 11511 188085 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11511 188085 X 0 0 4841142 5663220 4841142 5663220 4852653 5851305 X 1272913 -96818 -354017 X X false true X true false X X 1 REX HOSPITAL INC 561509260 3 true 1054624 0 1 1054624 false false false false false false false false false false false false false false false true PART IV, Line 1 THE ORGANIZATION AND THE SUPPORTED ORGANIZATION, REX HOSPITAL, INC., HAVE A HISTORIC RELATIONSHIP THAT HAS BEEN ONGOING FROM THE FORMATION OF REX HEALTHCARE FOUNDATION. REX HOSPITAL, INC. IS THE ONLY SUPPORTED ORGANIZATION OF REX HEALTHCARE FOUNDATION. ALL OF THE FINANCIAL SUPPORT PROVIDED BY THE ORGANIZATION GOES TO REX HOSPITAL, INC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 389989 12375 402364 399989 10000 389989 300391 99598 399989 403891 103500 300391 403891 403891 1.00000 false false 15226 15226 EQUITIES 3755095 F 3755095 0 0 X Part V, Line 4 THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO FURTHER THE MISSION OF REX HEALTHCARE FOUNDATION. Part X, Line 2 THE FOLLOWING FOOTNOTE COMES FROM THE CONSOLIDATED FINANCIAL STATEMENTS OF REX HEALTHCARE, INC. AND SUBSIDIARIES, INCLUDING REX HEALTHCARE FOUNDATION, INC. THE FOOTNOTE REFERENCES OTHER MEMBERS OF THE AUDIT CONSOLIDATED GROUP THAT ARE NOT PART OF THIS TAX RETURN. REX, THE HOSPITAL, AND THE FOUNDATION ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ENTERPRISES IS A TAXABLE CORPORATION THAT PREVIOUSLY HAD NET OPERATING LOSS CARRYFORWARDS WHICH EXPIRED IN 2012. The Hospital is the sole member of RHV GP, RHVI, ROV, and Holdings. These entities are disregarded for tax purposes. The Hospital is the sole shareholder of Enterprises. Enterprises is the sole member of RWE and RHVLLC. RWE is the sole member of Wellness and MOB. RWE, RHVLLC, Wellness and MOB are disregarded entities for tax purposes. X X X X X X true Capital Development SVCS Inc 633 W 4th Street Suite 202 Winston Salem NC 27101 Consulting false 16998 -16998 16998 -16998 NC Rex Hospital Ga 340968 312718 28250 157678 0 0 0 0 0 340968 312718 28250 157678 157678 -129428 23700 900 23700 900 900 22800 NC false A LICENSE IS NOT REQUIRED IN NORTH CAROLINA FOR RAFFLE CONDUCTED BY A NOT-FOR-PROFIT. false false false 1.00000 UNC HCS Corporate Accounting 5221 Paramount Pkwy Suite 230 Morrisville NC 27560 false BRIAN KRUSOE 900 Developed and organized raffle and sold tickets X true 22800 Schedule G, PART I, Line 2B, List of Ten Highest Paid Fundraisers (I) NAME OF FUNDRAISER: CAPITAL DEVELOPMENT SVCS, INC. (I) ADDRESS OF FUNDRAISER: 633 W 4TH STREET, SUITE 202, WINSTON SALEM, NC 27101 true Rex Hospital Inc 4420 Lake Boone Trail Raleigh NC 27607 561509260 501(c)(3) 1054624 General Support 1 Part I, Line 2 Rex Healthcare Foundation's sole recipient of assistance is Rex Hospital, Inc. The two organizations work closely together, allowing for real-time and consistent monitoring of grants. true true false false false false false false false Gary L Park Director 0 979666 0 577518 0 11130 0 537812 0 21067 0 2127193 0 0 Rig S Patel MD Director 0 796837 0 65374 0 2344 0 12500 0 21821 0 898876 0 0 Ernest L Bovio Jr President 0 521557 0 130818 0 3775 0 77504 0 21821 0 755475 0 0 Stephen W Burriss President 0 603815 0 169242 0 37310 0 173745 0 21821 0 1005933 0 16849 Sylvia D Hackett Vice President 0 284614 0 74511 0 12079 0 67201 0 14089 0 452494 0 0 Andrew K Zukowski Treasurer 0 344858 0 90123 0 2881 0 47463 0 19552 0 504877 0 0 Tate Bombard Secretary 0 252007 0 65401 0 35257 0 34419 0 21666 0 408750 0 0 Benjamin J Mathew Asst Treasurer/Asst Secretary 0 152972 0 16688 0 224 0 5013 0 15863 0 190760 0 0 Susan M Sandberg Former Secretary 0 0 0 0 0 153133 0 0 0 0 0 153133 0 0 Part I, Line 4A Sandy M. Sandberg received a severance payment of $153,032. Part I, Line 4B Stephen Burriss received distributions totaling $16,849 from a non-qualified supplemental retirement plan funded and controlled by a related organization, UNC HCS. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM APPOINTS ALL DIRECTORS ON THE ORGANIZATION'S BOARD OF TRUSTEES, WHICH SHALL NOT BE LESS THAN 9 NOR MORE THAN 13. Form 990, PART VI, Section A, Line 7B The organization's board requires prior approval of the university of north carolina health care system for certain powers, including but not limited to addition or deletion of a health care service, participation, directly or indirectly, in a joint venture, indebtedness and capital budgets, operating budgets and non-budgeted material expenditures. Form 990, PART VI, Section B, Line 11B THE ORGANIZATIONS EXECUTIVE TEAM DISCUSSES AND REVIEWS THE FORM 990 AND ALL ASSOCIATED SCHEDULES THROUGHOUT THE INFORMATION GATHERING STAGE. THE FORM 990 AND ASSOCIATED SCHEDULES ARE THEN REVIEWED AND APPROVED BY THE BOARD AS A WHOLE. A COPY OF THE APPROVED FORM 990 ALONG WITH THE ASSOCIATED SCHEDULES IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. Form 990, PART VI, Section B, Line 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING ALL BOARD MEMBERS TO ANNUALLY COMPLETE AND SIGN A QUESTIONNAIRE DOCUMENTING ANY AREA OF CONFLICT OF INTEREST. THE BOARD MEMBERS ARE REQUIRED TO REPORT AND DOCUMENT ANY NEW AREAS OF CONFLICT OF INTEREST AS THEY ARISE. Form 990, PART VI, Section B, Line 15 THE ORGANIZATION USES AN INDEPENDENT CONSULTANT TO MEASURE FAIR VALUE OF COMPENSATION FOR THE ORGANIZATIONS PRESIDENT AND OTHER TOP MANAGEMENT. BOTH REX AND UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM BOARDS REVIEW AND APPROVE THE COMPENSATION FOR ALL OFFICERS EXCEPT THE ASSISTANT SECRETARY AND ASSISTANT TREASURER. Form 990, PART VI, Section C, Line 19 THE ORGANIZATIONS FORM 990 IS AVAILABLE UPON REQUEST AND ON GUIDESTARS WEBSITE AND THE FINANCIAL STATEMENTS ARE AVAILABLE ON MUNICIPAL SECURITIES RULEMAKING BOARDS WEBSITE. THE ORGANIZATION DOES NOT MAKE OTHER GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. Form 990, Part XI, Line 9, Other Changes in net assets or fund balances adjustment for temporarily restricted contributions (354,017) Form 990, Part XII, Line 2c This process has not changed from the prior year. UNC Rockingham Health Care Inc 117 E Kings Hwy Eden NC 27288 823745228 Healthcare NC 501(c)(3) Line 3 UNC Health c false UNC Health Care System 101 Manning Drive Chapel Hill NC 27514 562206970 Healthcare NC Section 115 UNC Health c false UNC Hospitals 101 manning drive Chapel Hill NC 27514 561118388 Healthcare NC Section 115 UNC Health C false Caldwell Memorial Hospital PO Box 1890 Lenoir NC 28645 560554204 Healthcare NC 501(c)(3) Line 3 UNC Health C false Chatham Hospital Inc PO Box 649 Siler City NC 27344 560611546 Healthcare NC 501(c)(3) Line 3 UNC Health C false Piedmont Triad Health Services 101 Manning Drive Medical Wing E Chapel Hill NC 27514 561497163 Healthcare NC 501(c)(3) line 12B II UNC Health C false Rex Healthcare Inc 4420 Lake Boone Trail Raleigh NC 27607 561509129 Healthcare NC 501(c)(3) Line 12A, I UNC Health C false Rex Hospital Inc 4420 Lake Boone Trail Raleigh NC 27607 561509260 Healthcare NC 501(c)(3) Line 3 UNC Health C false UNC Physicians Network 1600 Perimeter Park Dr Ste 225 Morrisville NC 27560 271081647 Healthcare NC 501(c)(3) Line 10 UNC Health c false Caldwell Memorial Hospital Foundation PO BOX 1890 Lenoir NC 28645 581935514 Support of CA NC 501(C)(3) LINE 7 CALDWELL MEM false Rex Surgery Center of Cary 4420 Lake Boone Trail Raleigh NC 27607 273684056 ASC NC NA N/A JRH Ventures LLC 4420 Lake Boone Trail Raleigh NC 27607 274092967 MED Campus DV NC NA N/A Rex Health Ventures I LP 4420 Lake Boone Trail Raleigh NC 27607 371690478 Venture Capit NC NA N/A Orthopaedic Surgery Center of Raleigh LL 4420 Lake Boone Trail Raleigh NC 27607 271740526 Orthopaedic S NC NA N/A TRO Ventures LLC 4420 Lake Boone Trail Raleigh NC 27607 821330195 Healthcare NC NA N/A Rex Surgery Center of Wakefield LLC 4420 Lake Boone Trail Raleigh NC 27607 465511168 ASC NC NA N/A Rex Enterprises Company Inc 4420 Lake Boone Trail Raleigh NC 27607 561553957 Operations Su NC NA C-Corp false false true false false false false false false false false false false true true false true false false false