2019-05-15T07:02:41-05:00 2018-06-30 BDO USA LLP 421 Fayetteville Street Suite 300 Raleigh NC 27601 990 2017-07-01 566052117 The Rex Healthcare Foundation Inc % ANDREW ZUKOWSKI REXH 9197844424 4420 Lake Boone Trail Raleigh NC 27607 ANDREW ZUKOWSKI CFO 9197844424 2019-05-14 true Marc Berger P01871563 9192781936 2019-05-14 4.14.250.26 69472520191355000003 2019-05-15 P 5A93BC6954598A5C499FB6FCEF79B3C90A134D16 5476F9B71916CD40FDB4E1086303C323EF876FF3 2017 2020-01-14 16:20:31Z Rex Hospital Foundation Stephen Burriss 4420 Lake Boone Trail Raleigh NC 27607 7009668 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 13 9 8 9 0 0 6157431 5218319 0 0 143629 165056 -120747 -9509 6180313 5373866 3002390 4334877 0 0 571675 695453 179266 17137 990259 273643 335475 4026974 5382942 2153339 -9076 7518522 5302106 67571 47944 7450951 5254162 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 4334877 4334877 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. 4334877 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 false false true false true false false false false false false false false false false false false false true false false false true 3 0 8 true false false false false false true true false false false false X 13 9 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 Catharine B Arrowood Director 1.0 2.0 X 0 0 0 Teresa C Artis Director 1.0 2.0 X 0 0 0 Ann S Collins MD Director 1.0 2.0 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 0 0 0 Gary L Park Director 1.0 2.0 X 0 1019986 549846 Bobby T Parker Director 1.0 2.0 X 0 0 0 Rig S Patel MD Director 1.0 2.0 X 0 608629 27251 William L Roper MD Director 1.0 2.0 X 0 1653964 690645 Robert S Thomas Director/Chairman 1.0 2.0 X 0 0 0 Stephen W Burriss Director & President 1.0 59.0 X X 0 619513 177033 Sylvia D Hackett Vice President 1.0 59.0 X 0 353767 87084 Andrew K Zukowski Treasurer 1.0 59.0 X 0 379003 57998 Donald R Esposito Jr Secretary 1.0 59.0 X 0 371720 63865 Susan M Sandberg Secretary 1.0 59.0 X 0 451726 69518 Jeff S LeGay Asst Treasurer/Asst Secretary 1.0 59.0 X 0 226260 17551 Benjamin J Mathew Asst Treasurer/Asst Secretary 1.0 59.0 X 0 137055 22091 Amy Daniels Director Major Gifts 40.0 0.0 X 0 132818 12299 Katherine Stokes Major Gifts Officer 40.0 0.0 X 0 104648 11507 0 6059089 1786688 0 false true false NONE 0 621032 744995 3852292 5218319 0 58639 58639 0 0 0 0 0 1401336 1294919 106417 106417 106417 331374 621032 340883 -9509 -9509 0 0 0 0 0 0 0 5373866 155547 4334877 4334877 0 0 0 0 0 568196 568196 15705 15705 72282 72282 39270 39270 0 0 0 0 17137 17137 26954 26954 56725 5673 51052 16685 1668 15017 21516 2152 19364 0 0 48000 4800 43200 3869 387 3482 0 0 0 0 0 0 MISCELLANEOUS 161726 16172 145554 5382942 4334877 57806 990259 519863 1018759 0 0 0 0 3705290 1274520 0 0 0 0 0 0 0 0 3594 844 15226 15226 0 0 0 0 3289775 3007983 0 0 0 0 7518522 5302106 67571 47944 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 67571 47944 X 0 0 7450951 5254162 0 0 7450951 5254162 7518522 5302106 X -9076 56948 -2244661 X X false true X true false X X 1 REX HOSPITAL INC 561509260 3 true 4334877 0 1 4334877 0 0.00000 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. 300391 99598 399989 403891 103500 300391 403891 403891 403891 403891 377441 26450 403891 1.00000 false false 15226 15226 0 0 EQUITIES 3007983 F 3007983 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, RSCW, HOLDINGS AND ENTERPRISES IS THE SOLE MEMBER OF RWE AND RHVLLC. RWE IS THE SOLE MEMBER OF WELLNESS AND MOB. AS SUCH THESE ENTITIES ARE CONSIDERED 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 17137 -17137 17137 -17137 NC Rex Hospital Op 688872 475581 213291 17250 400 166175 Rex Gala 263534 145451 118083 7111 67525 1059 81363 0 0 0 0 0 0 0 0 952406 621032 331374 7111 84775 1459 247538 340883 -9509 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) 4334877 0 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 true false false Gary L Park Director 827192 137894 54900 0 529661 0 20185 0 1569832 0 0 Rig S Patel MD Director 0 549499 0 33528 0 25602 0 12000 0 15251 0 635880 0 0 William L Roper MD Director 775014 134873 744077 0 670460 0 20185 0 2344609 0 687156 Stephen W Burriss Director & President 478328 79866 61319 0 159793 0 17240 0 796546 0 104185 Sylvia D Hackett Vice President 277000 44918 31849 0 76302 0 10782 0 440851 0 0 Andrew K Zukowski Treasurer 327433 51040 530 0 40758 0 17240 0 437001 0 0 Donald R Esposito Jr Secretary 271218 49527 50975 0 47951 0 15914 0 435585 0 0 Susan M Sandberg Secretary 361490 62128 28108 0 52278 0 17240 0 521244 0 0 Jeff S LeGay Asst Treasurer/Asst Secretary 194660 24513 7087 0 8096 0 9455 0 243811 0 0 Benjamin J Mathew Asst Treasurer/Asst Secretary 127397 9318 340 0 5323 0 16768 0 159146 0 0 Part I, Line 4A Katherine Stokes received a severance payment of $61,801 Part I, Line 4B William J. Roper, MD received distributions totalling $687,156 from a non-qualified supplemental retirement plan funded and controlled by a related organization, UNC HCS. Stephen W. Burriss received distributions totalling $104,185 from a non-qualified supplemental retirement plan funded and controlled by a related organization, UNC HCS. Part I, Line 6 EMPLOYEES IN MANAGERIAL ROLES PARTICIPATE IN AN ANNUAL INCENTIVE COMPENSATION PLAN. THE COMPENSATION EARNED UNDER THIS PLAN IS BASED PARTLY ON THE COMBINED EARNINGS OF REX HEALTHCARE, INC. AND ITS SUBSIDIARIES. ADDITIONALLY, THE INCENTIVE COMPENSATION OF THE PRESIDENT AND CFO IS BASED PARTLY ON THE EARNINGS OF THE UNC HEALTH CARE SYSTEM. OTHER PERFORMANCE MEASURES USED TO DETERMINE INCENTIVE COMPENSATION ARE PHYSICIAN SATISFACTION, PATIENT CARE QUALITY OUTCOMES, EFFECTIVE USE OF TECHNOLOGY AND INDIVIDUAL GOALS. 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 (2,244,661) 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 at Chapel Hill 211 Friday Center Dr Suite 2029 Chapel Hill NC 27517 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 Caldwell Memorial Hospital Foundation PO Box 1890 Lenoir NC 28645 581935514 Support of Ca NC 501(c)(3) Line 7 Caldwell Mem false Chatham Hospital Inc PO Box 649 Siler City NC 27344 560611546 Healthcare NC 501(c)(3) Line 3 UNC Health C false High Point Regional Health 601 N Elm Street High Point NC 27261 560632309 Healthcare NC 501(c)(3) Line 3 UNC Health C false High Point Regional Health Services 601 N Elm Street High Point NC 27261 561497163 Healthcare NC 501(c)(3) Line 12B,II UNC Health c false High Point Regional Health Foundation 601 N Elm Street High Point NC 27261 272854711 Support of Hi NC 501(c)(3) Line 12A, I High Point R 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 Rex Surgery Center of Cary 273684056 ASC NC NA N/A JRH Ventures LLC 4420 Lake Boone Trail Raleigh NC 27607 274092967 MED Campus DVLT NC NA N/A Rex Health Ventures I LP 4420 Lake Boone Trail Raleigh NC 27607 371690478 Venture Capital I NC NA N/A High Point Surgery Center 600 North Lindsay Street High Point NC 27260 561867005 High Point Region NC NA N/A Orthopaedic Surgery Center Of Raleigh LL 4420 Lake Boone Trail Raleigh NC 27607 271740526 Orthopaedic Surge NC NA N/A TRO Ventures LLC 4420 Lake Boone Trail Raleigh NC 27607 821330195 Healthcare NC NA N/A 0 Rex Enterprises Company Inc 4420 Lake Boone Trail Raleigh NC 27607 561553957 Operations Suppor NC NA C-Corp false High Point Healthcare Ventures 601 N Elm Street High Point NC 27261 561343468 Holding Company NC NA C-Corp false UNC Physicians Network Group Practices L 1600 Perimeter Park Drive Suite 22 Morrisville NC 27560 461416986 Healthcare NC NA C-Corp false false true false false false false false false false false false false false true true true false false false