2017-05-15T13:31:15-05:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2015-07-01 561509260 REX HOSPITAL INC REXH 9197843100 4420 LAKE BOONE TRAIL RALEIGH NC 27607 ANDREW ZUKOWSKI CFO 9197843100 2017-05-10 1 JOHN NORMAN P01506766 7049985200 2017-05-10 2015 2021-01-29 14:40:06Z SEE SCHEDULE O STEPHEN BURRISS 4420 LAKE BOONE TRAIL RALEIGH NC 27607 1208349614 0 X WWW.REXHEALTH.COM X 1986 NC TO PROVIDE THE BEST IN HEALTH SERVICES THROUGH COMPASSIONATE CARE AND LEADING-EDGE TECHNOLOGY. 13 9 6611 1300 4285156 0 4821489 1979704 848124162 978292468 18255619 7488752 -2663001 76586843 868538269 1064347767 153000 969415 0 0 409811079 425922352 0 0 0 352407953 512619174 762372032 939510941 106166237 124836826 835747955 929466692 537080157 524751693 298667798 404714999 X UNC REX HEALTHCARE HAS BECOME THE PREFERRED CHOICE FOR HEALTH SERVICES AMONG PATIENTS IN WAKE COUNTY AND BEYOND BY COMBINING COMPASSIONATE CARE AND LEADING-EDGE TECHNOLOGY. UNC REX HEALTHCARE PROVIDES SERVICES AT FACILITIES AND CLINICS ACROSS WAKE COUNTY TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. UNC REX HEALTHCARE ALSO SEEKS TO IMPROVE THE HEALTH OF THE COMMUNITY BY PROVIDING EDUCATION, DIAGNOSTIC AND PREVENTATIVE CARE, OFTEN BY JOINING FORCES WITH OTHER COMMUNITY GROUPS. IN ADDITION TO ITS MAIN RALEIGH CAMPUS, UNC REX HEALTHCARE OFFERS MUCH-NEEDED CARE AND SUPPORT AT CAMPUSES IN APEX, CARY, GARNER, HOLLY SPRINGS, KNIGHTDALE, RALEIGH AND WAKEFIELD. 0 0 779092089 969415 966327056 UNC REX IS THE ONLY HOSPITAL IN NORTH CAROLINA TO RECEIVE STRAIGHT "A" GRADES SINCE THE LEAPFROG GROUP BEGAN A NATIONAL HOSPITAL SAFETY SCORECARD IN 2012. IN 2016, LEAPFROG NAMED UNC REX TO ITS LIST OF TOP HOSPITALS IN THE COUNTRY -- THE ONLY NORTH CAROLINA HOSPITAL TO RECEIVE THAT RECOGNITION.MORE THAN 10 YEARS AGO, UNC REX BECAME THE FIRST HOSPITAL IN THE TRIANGLE TO BE AWARDED MAGNET STATUS BY THE AMERICAN NURSES CREDENTIALING CENTER. IN 2015, UNC REX WAS RE-DESIGNATED MAGNET STATUS FOR THE THIRD CONSECUTIVE TIME. THE MAGNET RECOGNITION PROGRAM RECOGNIZES HEALTH CARE ORGANIZATIONS FOR EXCELLENCE IN NURSING CARE. THIS AWARD PUTS UNC REX'S NURSES IN AN ELITE GROUP OF THE TOP 2 PERCENT OF NURSES IN THE NATION.UNC REX IS ONE OF THE LARGEST EMPLOYERS IN WAKE COUNTY, WITH MORE THAN 6,400 CO-WORKERS. UNC REX IS KNOWN FOR ITS EXCELLENT BENEFITS AND IS ROUTINELY RECOGNIZED BY LOCAL AND NATIONAL PUBLICATIONS AS A "BEST PLACE TO WORK."UNC REX'S CULINARY TEAM HAS CREATED A CHEF-BASED PROGRAM THAT IS GAINING INTERNATIONAL RECOGNITION AND REINVENTING TRADITIONAL "HOSPITAL FOOD." THEY TEND AN HERB AND VEGETABLE GARDEN AT UNC REX, AND USE LOCAL AND FRESH INGREDIENTS AS MUCH AS POSSIBLE. UNC REX WAS THE FIRST HOSPITAL IN THE SOUTHEAST TO GET RID OF DEEP FRYERS AND THE CHEFS CONTINUE TO EXPLORE NEW WAYS TO COOK AND SERVE OUR CUISINE. IN EARLY 2017, THE UNC REX CHEFS OPENED A NEW MEDITERRANEAN -THEMED, HEART HEALTHY RESTAURANT CALLED KARDIA IN THE NEW NORTH CAROLINA HEART & VASCULAR HOSPITAL. IN ADDITION, THE CHEFS BEGAN OFFERING CLASSES ON HEALTHY COOKING AND EATING TO PATIENTS, THEIR FAMILIES AND MEMBERS OF THE COMMUNITY IN A NEW DEMONSTRATION KITCHEN. UNC REX PERFORMS MORE THAN 32,000 HEART AND VASCULAR PROCEDURES A YEAR, INCLUDING CORONARY ARTERY BYPASS GRAFTING, ENDOVASCULAR AAA REPAIR, ECHOCARDIOGRAPHY, PERIPHERAL VASCULAR ULTRASOUND, VALVE REPLACEMENT AND REPAIR, ANGIOPLASTY, CARDIAC CATHETERIZATION, MINIMALLY INVASIVE STRUCTURAL HEART PROCEDURES, INVASIVE PERIPHERAL VASCULAR INTERVENTIONS, INCLUDING CRITICAL LIMB ISCHEMIA PROCEDURES, ELECTROPHYSIOLOGY PROCEDURES AND STENT PLACEMENT, REGARDLESS OF PATIENTS' ABILITY TO PAY. UNC REX HAS BEEN A CHEST PAIN ACCREDITED HOSPITAL FOR MORE THAN A DECADE, REINFORCING THE ORGANIZATION'S DEDICATION TO COMMUNITY OUTREACH AND INNOVATION IN THE CARE OF CHEST PAIN PATIENTS. THE SERVICE LINE ALSO INCLUDES OPEN HEART SURGICAL SUITES WHERE PHYSICIANS PERFORM PROCEDURES SUCH AS CORONARY ARTERY BYPASS GRAFTING, MITRAL VALVE REPLACEMENT AND REPAIR, AND AORTIC VALVE AND AORTIC ARCH REPLACEMENTS. UNC REX ALSO PROVIDES A FULL RANGE OF INVASIVE CATHETER BASED CARDIAC, VASCULAR AND ELECTROPHYSIOLOGY PROCEDURES. ALL OF THE EXISTING HEART AND VASCULAR SERVICES AND CARE, WHICH WERE PROVIDED AT MORE THAN SEVEN LOCATIONS ACROSS THE MAIN HOSPITAL IN RALEIGH, WERE CONSOLIDATED INTO A MODERN, MORE EFFICIENT AND MORE CONVENIENT FACILITY WITH THE MARCH 2017 OPENING OF THE NORTH CAROLINA HEART AND VASCULAR HOSPITAL ON UNC REX'S MAIN RALEIGH CAMPUS. THE NEW EIGHT-STORY, 306,000-SQUARE-FOOT HOSPITAL PROVIDES EASIER AND MORE COMFORTABLE ACCESS FOR PATIENTS AND THEIR FAMILIES, PHYSICIANS AND STAFF, IN A FACILITY THAT'S DESIGNED TO PROMOTE HEALING, PREVENTION, EDUCATION, INNOVATION AND WELLNESS. UNC REX SURGERY CENTERS IN RALEIGH, CARY AND WAKEFIELD WERE USED BY HUNDREDS OF PHYSICIANS TO PROVIDE MORE THAN 36,000 IN- AND OUT-PATIENT SURGERIES AND PROCEDURES IN FY16. THE THREE LOCATIONS HAVE IMPROVED ACCESS TO SPECIALIZED CARE FOR PATIENTS ACROSS THE REGION. SURGEONS MAKE SUBSTANTIAL USE OF MINIMALLY INVASIVE TECHNOLOGY AND INNOVATION FOR DIAGNOSIS AND TREATMENT, REDUCING PATIENTS' RECOVERY TIME AND HOSPITAL STAY AND SUPPORTING QUALITY CARE. THE CENTERS INCLUDE 38 OPERATING SUITES, 11 MINOR PROCEDURE ROOMS, AND VARIOUS PERIOPERATIVE AND ANCILLARY SUPPORT SPACES. UNC REX IS INCREASINGLY PERFORMING SURGERIES ON AN OUTPATIENT BASIS, AND CONTINUING TO LOOK FOR OTHER WAYS TO REDUCE OVERALL COSTS FOR PATIENTS. SOME OF THE TOP PROCEDURES INCLUDE GENERAL, ORTHOPEDIC, GYNECOLOGIC AND OPHTHALMIC SURGERIES. DURING THE YEAR, NEARLY 4,300 OUTPATIENT ORTHOPEDIC PROCEDURES WERE PERFORMED AT RALEIGH ORTHOPEDIC SURGERY CENTER, UNC REX'S JOINT VENTURE WITH RALEIGH ORTHOPAEDIC CLINIC LOCATED ABOUT A MILE FROM UNC REX'S MAIN RALEIGH CAMPUS. UNC REX PROVIDES A FULL RANGE OF SPECIALIZED, MULTI-DISCIPLINARY ONCOLOGY THERAPY AND SUPPORT SERVICES TO PATIENTS IN WAKE COUNTY AND BEYOND INCLUDING MEDICAL, RADIATION AND SURGICAL ONCOLOGY. DURING FISCAL YEAR 2016, UNC REX CANCER CENTER PROVIDED MORE THAN 30,000 RADIATION ONCOLOGY TREATMENTS, AND NEARLY 50,000 HEMATOLOGY/ONCOLOGY CHEMOTHERAPY TREATMENTS AND INFUSIONS AT FIVE LOCATIONS IN WAKE COUNTY. IN ADDITION TO CANCER TREATMENTS AND THERAPIES, THE CENTERS PROVIDE OUTREACH AND SUPPORT SERVICES INCLUDING NUTRITIONAL SERVICES, NURSE NAVIGATION, SOCIAL WORK, REHABILITATION SERVICES AND SURVIVORSHIP OR END OF LIFE CARE. UNC REX CANCER CENTER ALSO PROVIDES ONCOLOGIC SURGICAL SERVICES TO CANCER PATIENTS THROUGH ACCESS TO UNC REX HOSPITAL. UNC REX CANCER CENTER IS ACCREDITED BY THE COMMISSION ON CANCER AS A COMPREHENSIVE COMMUNITY CANCER CENTER AND WORKS CLOSELY WITH THE NATIONALLY RECOGNIZED N.C. CANCER HOSPITAL AND THE UNC LINEBERGER COMPREHENSIVE CANCER CENTER IN CHAPEL HILL TO EXTEND SPECIALTY ONCOLOGY SERVICES AND CLINICAL TRIALS TO PATIENTS IN RALEIGH. DURING 2016, UNC REX CANCER CARE OPENED ITS NEWS CANCER CENTER IN EAST RALEIGH, PROVIDING STATE-OF-THE-ART RADIATION ONCOLOGY SERVICES TO PATIENTS IN THAT AREA.AT UNC REX'S WOMEN'S CENTER, CAREGIVERS SEEK TO PROVIDE FAMILY-CENTERED CARE TO THE NEW MOTHER, BABY AND EXTENDED FAMILY. DURING FISCAL YEAR 2016, 5,650 BABIES WERE BORN IN THE REX WOMEN'S CENTER. THESE BIRTHS ARE SUPPORTED BY 24/7 ANESTHESIOLOGY AND NEONATOLOGY SERVICES, HIGH RISK OBSTETRICS PROVIDED BY UNC MATERNAL FETAL MEDICINE, LACTATION SUPPORT SERVICES PROVIDED BY A TEAM OF CERTIFIED LACTATION CONSULTANTS AND AN IN-HOUSE RETAIL CENTER FOR INFANT NUTRITION. UNC REX ALSO OFFERS A WIDE VARIETY OF PRE- AND POST-NATAL CLASSES, SCREENING FOR POSTPARTUM DEPRESSION AND PSYCHOLOGICAL SERVICES. THERE ARE THREE OPERATING SUITES FOR CESAREAN BIRTHS AND 70 PRIVATE ROOMS IN WHICH LABOR, DELIVERY, RECOVERY, AND POSTPARTUM CARE OF THE MOTHER AND CHILD NORMALLY OCCUR. IN 2015, UNC REX'S NEONATAL INTENSIVE CARE UNIT WAS GRANTED A LEVEL IV DESIGNATION, ALLOWING UNC REX'S TEAM OF BOARD CERTIFIED NEONATOLOGISTS, NURSES, RESPIRATORY THERAPISTS, DEVELOPMENTAL CARE TEAM AND OTHERS TO CARE FOR EVEN MORE PREMATURE AND MEDICALLY FRAGILE BABIES. UNC REX'S NICU WAS PREVIOUSLY DESIGNATED LEVEL III. IN 2016, REX ALSO ADDED AN OBSTETRIC EMERGENCY DEPARTMENT. THE OB ED IS STAFFED 24/7 WITH A TEAM OF OB HOSPITALISTS, NURSES AND TECHNICIANS WHO PROVIDE OBSTETRIC EMERGENCY CARE IN PARTNERSHIP WITH OUR COMMUNITY OBSTETRICIANS. THIS ASSURES OUR PATIENTS ALWAYS RECEIVE TIMELY OBSTETRIC CARE, NOT TO MENTION AN EXTRA PAIR OF HANDS WHEN AN OBSTETRICIAN HAS TWO DELIVERIES AT ONE TIME OR IS MANAGING OTHER URGENT PATIENT CARE NEEDS.UNC REX PROVIDED MORE THAN 4,700 SCREENING MAMMOGRAMS TO WOMEN ACROSS A 17-COUNTY REGION, INCLUDING MANY WITH NO INSURANCE OR WHO ARE UNDERINSURED. UNC REX'S TWO MOBILE MAMMOGRAPHY VEHICLES (NICKNAMED BETTY AND WILMA) PROVIDE A CONVENIENT OPTION FOR BUSINESS AND OTHER ORGANIZATIONS SO THAT ALL WOMEN MAY BENEFIT FROM MAMMOGRAPHY'S EARLY DETECTION CAPABILITIES. MOBILE MAMMOGRAPHY IS MADE POSSIBLE THROUGH GENEROUS FUNDING FROM REVLON INC., THE KAY YOW CANCER FUND, THE UNC REX HOSPITAL OPEN, AND THE REX HEALTHCARE FOUNDATION. MAMMOGRAPHY SERVICES FUNDING IS AVAILABLE FOR QUALIFIED WOMEN UTILIZING THE MOBILE MAMMOGRAPHY UNIT THROUGH GENEROUS FUNDING FROM SUSAN G. KOMEN FOR THE CURE, NC TRIANGLE AFFILIATE.UNC REX BLOOD SERVICES RUNS TWO BLOODMOBILES (NICKNAMED FRED AND BARNEY) THAT TRAVEL TO SCHOOLS, CHURCHES, EMPLOYERS AND OTHER ORGANIZATIONS THAT WANT TO HOST BLOOD DRIVES. THE UNC REX DONOR CENTER WAS FOUNDED IN 1962 BY A CONCERNED GROUP OF PHYSICIANS AND COMMUNITY LEADERS WHO WANTED TO ENSURE THAT THERE WOULD ALWAYS BE A SAFE AND ADEQUATE BLOOD SUPPLY TO MEET THE NEEDS OF LOCAL PATIENTS. THIS NOT-FOR-PROFIT, COMMUNITY BLOOD BANK EXCEEDS THE SAFETY STANDARDS SET BY THE BLOOD BANKING INDUSTRY AND IS ACCREDITED BY THE AMERICAN ASSOCIATION OF BLOOD BANKS, COLLEGE OF AMERICAN PATHOLOGY AND THE FOOD AND DRUG ADMINISTRATION.UNC REX IS A LEADER IN WELLNESS, PREVENTION AND EDUCATION IN OUR COMMUNITY. WE WORK WITH VARIOUS COMMUNITY PARTNERS TO IMPROVE THE OVERALL HEALTH OF RESIDENTS OF ALL AGES. UNC REX WELLNESS CENTERS IN RALEIGH, CARY, WAKEFIELD, GARNER AND KNIGHTDALE PROVIDE A WIDE RANGE OF FITNESS, DIET, REHAB AND OTHER SERVICES FOR MORE THAN 15,000 MEMBERS. 779092089 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 174 0 1 6611 1 1 1 0 0 0 0 0 0 0 0 0 X 13 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X REX CORPORATE ACCOUNTING 9197843100 4420 LAKE BOONE TRAIL RALEIGH NC 27607 CATHARINE B ARROWOOD DIRECTOR 1.00 1.00 X 0 0 0 TERESA C ARTIS DIRECTOR 1.00 1.00 X 0 0 0 ANN S COLLINS MD DIRECTOR (AS OF 5/1/16) 1.00 1.00 X 0 0 0 COURTNEY A CROWDER DIRECTOR 1.00 1.00 X 0 0 0 PETER D HANS DIRECTOR 1.00 1.00 X 0 0 0 VINCENT D HOELLERICH MD DIRECTOR (LEFT 12/31/15) 1.00 1.00 X 0 0 0 STEVEN C LILLY DIRECTOR 1.00 1.00 X 0 0 0 C HOWARD NYE DIRECTOR/VICE CHAIRMAN 2.00 2.00 X 0 0 0 BOBBY T PARKER DIRECTOR (AS OF 5/1/16) 1.00 1.00 X 0 0 0 RIG S PATEL MD DIRECTOR 1.00 1.00 X 63450 0 0 WILLIAM L ROPER DIRECTOR 1.00 59.00 X 0 944620 334530 ROBERT S THOMAS DIRECTOR/CHAIRMAN 2.00 2.00 X 0 0 0 GARY L PARK CEO 1.00 59.00 X X 0 935313 515089 STEPHEN W BURRISS PRESIDENT 59.00 1.00 X X 530972 0 120830 SUSAN M SANDBERG COO (AS OF 2/1/16) 59.00 1.00 X 0 0 0 BERNADETTE M SPONG SVP/FINANCE & CFO (LEFT 7/31/15) 59.00 1.00 X 298377 0 45485 LINDA H BUTLER MD VP/MEDICAL AFFAIRS, CMO & CMIO 59.00 1.00 X 364693 0 50759 JAYNE R BYRD VP/SURGICAL SERVICES 59.00 1.00 X 246552 0 108550 DONALD R ESPOSITO JR VP/GENERAL COUNSEL 59.00 1.00 X 358292 0 29538 MICHELLE L GRAY VP & REGIONAL CIO (LEFT 10/31/15) 59.00 1.00 X 252477 0 20028 SYLVIA D HACKETT VP/REX HEALTHCARE FOUNDATION 59.00 1.00 X 338014 0 39814 R ERICK HAWKINS LEFT 121815 VP/H&V SERVICES, CFO & TREASURER 59.00 1.00 X 350297 0 25120 CHAD T LEFTERIS VP/OPERATIONS 59.00 1.00 X 267824 0 16776 JOEL D RAY VP/PATIENT CARE SVCS & CNO 59.00 1.00 X 269783 0 7571 ROBERT D RICKER VP/PHYSICIAN SERVICES 59.00 1.00 X 285718 0 50941 KIRSTEN RIGGS VP (AS OF 3/15/16) 59.00 1.00 X 180007 0 27827 LISA R SCHILLER VP/MKTG, PR, COMM & GOVT AFFAIRS 59.00 1.00 X 257092 0 30645 TAMMIE T STANTON VP/POST ACUTE SERVICES 59.00 1.00 X 0 305439 85066 SEAN T TEHRANI MD VP/REGIONAL HOSPITALISTS SERVICES 59.00 1.00 X 639916 0 28220 TOM G WILLIAMS VP/AMBULATORY SERVICES 59.00 1.00 X 255215 0 32514 JOHN E MILLER LEFT 32516 ASST TREASURER & ASST SEC 59.00 1.00 X 0 255878 49114 ERIC JANIS PHYSICIAN 0.00 60.00 X 1541045 0 47302 RAVISH SACHAR PHYSICIAN 0.00 60.00 X 1535880 0 48451 MATTHEW HOOK PHYSICIAN 0.00 60.00 X 1510728 0 50481 MATEEN AKHTAR PHYSICIAN 0.00 60.00 X 1365455 0 50481 JOEL SCHNEIDER PHYSICIAN 0.00 60.00 X 1346026 0 47117 DAVID W STRONG FORMER PRESIDENT (LEFT 3/31/15) 0.00 0.00 X 1226662 0 16758 13484475 2441250 1879007 441 1 1 0 SKANSKA USA BUILDING INC 4309 EMPEROR BLVD STE 200 DURHAM NC 27703 CONSTRUCTION 76284859 WEATHERSPOON AND VOLTZ LLP 3605 GLENWOOD AVE SUITE 480 RALEIGH NC 27612 ATTORNEYS 4269788 CORE BUILDING COMPANY INC 3709 AUBURN CHURCH RD GARNER NC 27529 CONSTRUCTION 2442795 MAYO MEDICAL LABORATORIES 200 SW 1ST STREET ROCHESTER MN 55095 LAB SERVICES 2416768 WHR ARCHITECTS INC 1111 LOUISIANA 26TH FLOOR HOUSTON TX 77002 ARCHTECTURAL 2033659 78 1979704 1979704 PATIENT SERVICE REVENUE 625100 933234738 933234738 45057730 35163157 4285156 5609417 978292468 3858299 3858299 1146655 301276 845379 845379 845379 147331024 143668974 31597 3662050 -31597 3630453 3630453 GAIN ON CHANGE IN PENSION PLAN 621990 75741464 75741464 75741464 1064347767 968397895 4285156 89685012 969415 969415 5856425 5856425 346425455 314048389 32377066 20675944 19656755 1019189 29718718 26385564 3333154 23245810 20457565 2788245 809289 809289 137412 137412 989543 989543 29469013 26816802 2652211 3287319 2991460 295859 7548958 6869552 679406 18964762 17257933 1706829 22944792 20879761 2065031 1550798 1411226 139572 259545 236186 23359 4535751 4127533 408218 31447522 31447522 34081743 31014386 3067357 5218333 4748683 469650 PATIENT SUPPLIES & SERV 199260045 199260045 HOME OFFICE ALLOCATION 99455508 99455508 BAD DEBT EXPENSE 28819623 28819623 MINOR EQUIPMENT AND R & 15500148 14105135 1395013 8339070 7588554 750516 939510941 779092089 160418852 0 56816976 57092540 10444174 30453969 109014543 116946132 17855038 17225654 34656167 32884632 868388173 498771594 303786859 369616579 268140687 254570720 14404566 18763500 20628945 31912966 835747955 929466692 155980594 145940653 721886 405419 169337941 252507516 12345 14598 15000000 0 196027391 125883507 537080157 524751693 X 294891843 297882177 3775955 106832822 298667798 404714999 835747955 929466692 124836826 -18789625 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 26783 26783 0 PART II-B, LINE 1: REX HOSPITAL BELIEVES IN MAINTAINING STRONG, OPEN AND EFFECTIVE RELATIONSHIPS WITH ELECTED OFFICIALS AND POLICY MAKERS AT THE LOCAL, STATE AND NATIONAL LEVELS. THE OBJECTIVE IS TO EDUCATE THESE GROUPS ON HEALTHCARE ISSUES, TO SERVE AS A RESOURCE, AND TO COMMUNICATE THE ORGANIZATION'S POSITION IN SUPPORT OF ITS MISSION. AS A MEMBER OF THE NCHA, A PERCENTAGE OF THE ORGANIZATION'S MEMBERSHIP DUES ARE ATTRIBUTED TO LOBBYING ACTIVITIES. 0 1 X 25788330 25788330 188079733 107213980 80865753 20787622 7714881 13072741 365895536 316442135 49453401 267836952 67400598 200436354 369616579 CAPITAL LEASE 747827 PAYABLE TO RELATED PARTY 10736050 PENSION LIABILITY 114399630 125883507 X PART IV, LINE 2B: THE ORGANIZATION HOLDS CASH IN TRUST FOR THE RESIDENTS OF THE NURSING HOME FACILITIES. PART X, LINE 2: THE FOLLOWING FOOTNOTE COMES FROM THE CONSOLIDATED FINANCIAL STATEMENTS OF REX HOSPITAL, INC. D/B/A REX HEALTHCARE. THE FOOTNOTE REFERENCES OTHER MEMBERS OF THE AUDIT CONSOLIDATED GROUP THAT ARE NOT PART OF THIS TAX RETURN: REX, THE HOSPITAL, THE FOUNDATION, AND HOME SERVICES 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. PHYSICIANS IS A SINGLE MEMBER LIMITED LIABILITY COMPANY THAT HAS ELECTED TO BE TAXED AS A FOR-PROFIT CORPORATION. PHYSICIANS HAD A NET OPERATING LOSS IN 2013 AND 2012. THE HOSPITAL IS THE SOLE MEMBER OF ROV AND RSCW, AND ENTERPRISES IS THE SOLE MEMBER OF RWE, AND RWE IS THE SOLE MEMBER OF WELLNESS, MOB AND RHVLLC. AS SUCH, THESE ENTITIES ARE CONSIDERED DISREGARDED ENTITIES FOR TAX PURPOSES. 1 1 X 1 X 250.000000000000 0 1 1 1 0 1 1 22322268 22322268 0.02380 41142474 36348563 4793911 0.00510 63464742 36348563 27116179 0.02890 949676 949676 0.00100 345803 345803 0.00040 973129 973129 0.00100 2268608 2268608 0.00240 65733350 36348563 29384787 0.03130 1 9521111 322897247 415007649 -92110402 X 1 1 1 REX SURGERY CENTER OF CARY LLC AMBULATORY SURGICAL CENTER 0.55000 0.00000 0.45000 2 ORTHOPAEDIC SURGERY CENTER OF RALEIGH LLC SURGERY CENTER 0.51000 0.00000 0.49000 1 1 REX HOSPITAL INC 4420 LAKE BOONE TRAIL RALEIGH NC 27607 WWW.REXHEALTH.COM H0065 X X X REX HOSPITAL INC 1 0 0 1 X X X X X X X X X 15 1 1 1 1 X SEE PART V X SEE PART V X 1 15 1 SEE PART V 0 0 1 X 250.000000000000 0 1 X X X X 1 X SEE PART V X SEE PART V X SEE PART V X X X X X 1 0 X X X X 1 X 0 0 REX HOSPITAL, INC. PART V, SECTION B, LINE 5: THE ORGANIZATION TOOK INTO ACCOUNT INPUT FROM PERSONS REPRESENTING THE COMMUNITY THROUGH PARTICIPATION IN BOTH A COMMUNITY WIDE HEALTH OPINION SURVEY AND FOCUS GROUPS. THE HEALTH OPINION SURVEY WAS INTERNET BASED AND TELEPHONE SURVEYS OF RANDOMLY SELECTED HOUSEHOLDS. THE NINE FOCUS GROUPS, INCLUDING TWO IN SPANISH, CONSISTED OF RECRUITED PARTICIPANTS REPRESENTING SPECIFIC GROUPS. REX HOSPITAL, INC. PART V, SECTION B, LINE 6A: THE ORGANIZATION'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED WITH THE FOLLOWING HOSPITAL FACILITIES: WAKEMED HEALTH AND HOSPITALS AND DUKE RALEIGH HOSPITAL. REX HOSPITAL, INC. PART V, SECTION B, LINE 6B: THE ORGANIZATION'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED WITH THE FOLLOWING ORGANIZATIONS OTHER THAN HOSPITAL FACILITIES: WAKE COUNTY HUMAN SERVICES, ADVANCE COMMUNITY HEALTH, UNITED WAY OF THE GREATER TRIANGLE AND WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION. REX HOSPITAL, INC. PART V, SECTION B, LINE 11: THE ORGANIZATION IS ADDRESSING THE FOLLOWING TOP IDENTIFIED AREAS:HEALTH INSURANCE COVERAGE: WHILE THIS CONCERN CERTAINLY RELATES TO THOSE NOT HAVING COVERAGE AT ALL, MORE FREQUENTLY THAN EVER CONCERNS ARE BEING RAISED BY THOSE WHO HAVE INSURANCE REGARDING OTHER CRITICAL ISSUES; SUCH AS, LIMITATIONS ON WHAT INSURANCE DOES OR DOES NOT COVER, COMPLEXITY OF THE SYSTEM AND THE NEED FOR EDUCATION RELATED TO HOW INSURANCE WORKS AND HOW TO USE IT, ABILITY TO AFFORD POST-INSURANCE FINANCIAL OBLIGATIONS RELATED TO VISITS AND PRESCRIPTIONS AND REMAINING BARRIERS TO ACCESS FOR CERTAIN INSURANCE TYPES, NAMELY MEDICARE AND MEDICAID, AS SOME PHYSICIANS AND PROVIDERS HAVE LIMITED OR SUSPENDED THEIR ACCEPTANCE OF THOSE INSURANCE TYPES. UNC REX WILL FOCUS ON EDUCATION TO INTERNAL AUDIENCES, MOST SPECIFICALLY PATIENT FINANCIAL SERVICES AND NURSE NAVIGATORS, TO ALLOW FOR EXPANDED CONVERSATIONS REGARDING HEALTH INSURANCE COVERAGE, OPTIONS, AND MEANS OF OBTAINING THEM. UNC REX WILL FORM A STRONGER PARTNERSHIP WITH ENROLL AMERICA, THE NATION'S LEADING HEALTH CARE ENROLLMENT COALITION. IN ADDITION, CHANGES TO THE UNC REX CO-WORKER BENEFITS STRUCTURE WILL INCREASE THE NUMBER OF CO-WORKERS WHO CAN AFFORD COVERAGE; THIS IS KEY AS ONE OF THE LARGEST WAKE COUNTY EMPLOYERS. UNC REX WILL EVALUATE ITS SUPPORT OF THE TRIANGLE UNITED WAY ACA PROGRAM TO FUND PREMIUMS OF THOSE WHO CANNOT AFFORD THEM AND THE EXPANSION OF THE UNC REX ANGEL FUND, WHICH SUPPORTS PATIENTS UNDERGOING CANCER TREATMENT.TRANSPORTATION: ACCESS TO AND COST OF TRANSPORTATION IS AN ISSUE THAT IMPACTS EVERY RESIDENT OF WAKE COUNTY, REGARDLESS OF THEIR BACKGROUND OR SOCIAL STATUS AND CAN HAVE MULTIPLE IMPLICATIONS ON HEALTH. UNC REX HAS INITIATED A NEW INTERNAL EFFORT TO COORDINATE APPOINTMENTS FOR PATIENTS WITH CHRONIC CONDITIONS TO REDUCE TRAVEL, WHICH WILL ASSIST IN EFFICIENCIES FOR BOTH PATIENTS AND PROVIDERS. EXPANSION OF MOBILE HEALTH OUTREACH, MAMMOGRAPHY AND HEART & VASCULAR SCREENINGS, INCLUDING POTENTIAL NEW OPTIONS TO REACH PEOPLE CLOSER TO WHERE THEY LIVE AND WORK, ESPECIALLY IN UNDERSERVED AREAS IS IN REVIEW. IN ADDITION, ADVANCEMENTS IN TELEMEDICINE ALTERNATIVES WILL REDUCE A PATIENT'S RELIANCE ON TRANSPORTATION TO RECEIVE CARE.ACCESS TO HEALTH SERVICES: FROM A HEALTH NEED PERSPECTIVE FOR WAKE COUNTY, ACCESS TO HEALTH SERVICES ENCOMPASSES THOSE AREAS OR ITEMS THAT PRESENT A BARRIER TO RESIDENTS RECEIVING THE CARE THEY NEED; AS SUCH, THIS NEED CAN BE FAIRLY BROAD. HOWEVER, THE KEY AREAS ARE SYSTEM COMPLEXITY, AFFORDABILITY, PROVIDER AVAILABILITY AND PRIMARY CARE ACCESS. FOCUSED EFFORTS ON POPULATION HEALTH WILL REDUCE COSTS AND IMPROVE MEDICAL CARE AND PREVENTION ACROSS THE COMMUNITY. UNC REX'S EDUCATION TO ADDRESS PROPER UTILIZATION OF EMERGENCY DEPARTMENTS, URGENT CARE CENTERS AND PRIMARY CARE FACILITIES IS ONGOING. FURTHER EXPANSION OF THE UNC HEALTH ALLIANCE CLINICALLY INTEGRATED NETWORK WILL ENGAGE PHYSICIANS ACROSS THE COUNTY AND BEYOND IN THE TRANSFORMATION OF PATIENT CARE. ADDING PRIMARY CARE AND SPECIALTY PROVIDERS ACROSS THE TRIANGLE AS WELL AS HEART & VASCULAR, SURGICAL AND HOSPITALIST PROGRAMS IN JOHNSTON COUNTY HAS PROVIDED RESIDENTS WITH GREATER ACCESS TO QUALITY HEALTHCARE OPTIONS. IN ADDITION, EXPANSION OF SERVICES IN HOLLY SPRINGS, INCLUDING FUTURE HOLLY SPRINGS HOSPITAL, WILL PROVIDE RESIDENTS OF SOUTHERN WAKE COUNTY GREATER ACCESS TO QUALITY HEALTHCARE AND ADDITION JOB OPPORTUNITIES. UNC REX WILL EXPLORE NEW AND INTERACTIVE WAYS TO REACH PEOPLE, THROUGH COMMUNITY OUTREACH, TELEHEALTH OR OTHER ALTERNATIVES. THE FIVE REX WELLNESS CENTERS GEOGRAPHICALLY SPREAD ACROSS THE COUNTY WILL CONTINUE TO BE AN INTEGRAL PART OF IMPROVING FITNESS AND NUTRITION, SUPPORTING COMMUNITY ACTIVITIES, PROVIDING EDUCATION AND ACCESS TO MOBILE HEART AND VASCULAR SCREENINGS. OTHER ACTIVITIES THAT UNC REX HAVE IMPLEMENTED OR ARE PURSUING INCLUDE A DEMONSTRATION KITCHEN IN THE NEW HEART & VASCULAR HOSPITAL, EXPANSION OF FREE ONLINE TOOLS FOR HEALTH ASSESSMENT AND INCREASING THE NUMBER OF NAVIGATORS TO ASSIST PATIENTS FROM POINT OF DIAGNOSIS THROUGH REFERRAL VISITS AND SURGICAL PROCEDURES WILL BE REVIEWED MAKING IT EASIER FOR PATIENTS TO NAVIGATE THE HEALTHCARE LANDSCAPE.MENTAL HEALTH AND SUBSTANCE ABUSE: PATIENTS WILL HAVE MUCH-NEEDED ACCESS TO HIGHER LEVELS OF SPECIALIZED BEHAVIORAL HEALTH AND MEDICAL CARE AT UNC WAKEBROOK, WHICH RECEIVES ANNUAL FINANCIAL SUPPORT FROM UNC REX. IN ADDITION, AT UNC REX HOSPITAL EMERGENCY DEPARTMENT (ED), A NEW BEHAVIORAL HEALTH HOLDING AREA IN IN PROCESS, WHICH WILL POSITIVELY IMPACT ACCESS TO THE ED AND ALLOW FOR PATIENTS TO BE CARED FOR IN A BETTER LOCATION. MORE TRAINING FOR CORE STAFF WITH BACKGROUNDS IN MENTAL AND BEHAVIORAL HEALTH WILL EXPAND THE CAREGIVER POOL. UNC REX WILL CONTINUE COLLABORATIONS WITH OTHER COMMUNITY PROVIDERS TO BEST MEET THE NEEDS OF THIS SPECIAL PATIENT POPULATION. EFFORTS WITH THE UNC REX PAIN MANAGEMENT DEPARTMENT AND THE COMMUNITY CARE OF NORTH CAROLINA TO EXPAND ITS COLLABORATIVE, PROACTIVE APPROACH FOR ASSISTING PATIENTS WITH CHRONIC PAIN ISSUES WILL CONTINUE TO REDUCE THE INCIDENCE OF OVERDOSE AND DEATH DUE TO SUBSTANCE ABUSE. UNC REX WILL CONTINUE THROUGH PARTNERSHIPS TO BUILD AWARENESS AROUND REDUCING THE STIGMAS SURROUNDING MENTAL HEALTH.THE ORGANIZATION DID NOT ADDRESS THE FOLLOWING FOCUS AREAS IDENTIFIED IN THE CHNA: INCOME AND POVERTY, EMPLOYMENT, HEALTH PROFESSIONALS, PHYSICAL ACTIVITY, NUTRITION AND OBESITY, HOUSING AND HOMELESSNESS, COMMUNITY ENGAGEMENT, CAREGIVING, ENVIRONMENTAL HEALTH, EDUCATION AND LIFELONG LEARNING, CHILD WELFARE AND FINANCIAL ASSISTANCE, HEALTH STATUS, INJURY AND VIOLENCE, MATERNAL AND INFANT HEALTH, ORAL HEALTH, CRIME AND SAFETY, DISABILITIES AND CULTURAL AND/OR LANGUAGE BARRIERS. AS A HEALTHCARE ORGANIZATION, UNC REX'S RESOURCES ARE MORE READILY AVAILABLE TO ADDRESS THE AREAS IDENTIFIED ABOVE. REX HOSPITAL, INC. PART V, SECTION B, LINE 22D: PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE RECEIVE THE BENEFIT OF 100% ADJUSTMENT OF ELIGIBLE CHARGES, INCLUDING EMERGENCY CARE, MINUS A SMALL COPAYMENT DEPENDING ON THE TYPE OF SERVICE RECEIVED. AMOUNTS GENERALLY BILLED BASED ON MANAGED CARE CONTRACTED AMOUNTS ARE USED TO DETERMINE THE UNINSURED DISCOUNT WHICH IS AUTOMATICALLY APPLIED TO ALL SELF PAY BALANCES REGARDLESS OF ELIGIBILITY FOR FINANCIAL ASSISTANCE. PART VI LINE 2 AS THE COUNTY CONTINUES TO GROW, NECESSARY STEPS MUST BE TAKEN TO ENSURE THAT THE NEEDS OF ALL OF OUR CITIZENS ARE BEING MONITORED AND EVALUATED. WAKE COUNTY HUMAN SERVICES WORKS WITH ALL LOCAL HOSPITALS, INCLUDING UNC REX, TO CONDUCT A COMMUNITY-WIDE HEALTH ASSESSMENT. THIS ASSESSMENT, CONDUCTED EVERY THREE TO FOUR YEARS, IDENTIFIES OPPORTUNITIES AND CHALLENGES IN THE MARKET. UNC REX COLLABORATES WITH COMMUNITY PARTNERS REGULARLY TO ENSURE OUR EFFORTS ARE PROPERLY ALIGNED BASED ON WAKE COUNTY'S SOCIOECONOMIC AND DEMOGRAPHIC INFORMATION. UNC REX ALSO RELIES ON INPUT FROM OUR PHYSICIANS AND CLINICAL STAFF, PATIENT OUTCOMES AS WELL AS QUALITATIVE AND QUANTITATIVE RESEARCH TO IDENTIFY AREAS OF OPPORTUNITY TO IMPROVE THE HEALTH OF OUR COMMUNITY. PART VI LINE 3 UNC REX PROVIDES A WIDE RANGE OF TOOLS AND EDUCATION TO HELP PATIENTS WHO NEED FINANCIAL ASSISTANCE AND THE PROGRAM IS DESIGNED TO MAKE IT EASY FOR PATIENTS TO APPLY FOR FINANCIAL ASSISTANCE, CHARITY CARE AND OTHER AID PROGRAMS. UNC REX POSTS DETAILED INFORMATION ABOUT ITS GENEROUS CHARITY CARE POLICY AND OTHER FINANCIAL AID INFORMATION AT VARIOUS POINTS IN THE HOSPITAL AND ON ITS WEBSITE. DURING PATIENT REGISTRATION, STAFF WILL DISTRIBUTE A COPY OF THE UNC HEALTHCARE FINANCIAL ASSISTANCE POLICY, WHICH INCLUDES USEFUL INFORMATION AND HELPFUL RESOURCES, TO ANYONE WHO DOES NOT HAVE INSURANCE OR ASKS FOR ASSISTANCE. UNC REX FINANCIAL COUNSELORS WILL BEGIN WORKING WITH PATIENTS NEEDING ASSISTANCE AT REGISTRATION OR VISIT THE ROOMS OF PATIENTS WHO ASK FOR HELP. THE COUNSELORS WILL ASSIST WITH DETERMINING MEDICAID ELIGIBILITY AND WITH FILLING OUT A UNC REX ASSIST APPLICATION. FINALLY, UNC REX ALSO WORKS WITH VARIOUS COMMUNITY GROUPS THAT HELP PROVIDE ASSISTANCE TO THE UNINSURED OR UNDERINSURED, INCLUDING PROJECT ACCESS, PRETTY IN PINK AND OTHERS. THE ANGEL FUND OF THE REX HEALTHCARE FOUNDATION ALSO SUPPORTS CANCER PATIENTS WITH UNIQUE FINANCIAL NEEDS, INCLUDING TRANSPORTATION, LIVING EXPENSES AND PRESCRIPTIONS. PART VI LINE 4 THE ORGANIZATION SERVES AN AREA THAT ENCOMPASSES A FOUR-COUNTY AREA CONSISTING OF WAKE COUNTY AS THE PRIMARY SERVICE AREA WITH HARNETT, FRANKLIN AND JOHNSTON COUNTIES, COMPRISING THE SECONDARY SERVICE AREA. WAKE COUNTY AND ITS SURROUNDING COMMUNITIES ARE AMONG THE FASTEST GROWING REGIONS IN THE NATION. UNEMPLOYMENT RATES IN THE PRIMARY SERVICE AREA ARE LESS THAN THE UNEMPLOYMENT RATES FOR THE NATION AND THE STATE. AVERAGE HOUSEHOLD INCOME AND EDUCATION LEVEL ALSO COMPARE FAVORABLY WITH BOTH THE NATION AND THE STATE. PART VI LINE 5 THERE ARE MANY WAYS UNC REX WORKS WITH COMMUNITY PARTNERS TO ADDRESS HEALTH ISSUES AND CONCERNS IDENTIFIED WITHIN THE COMMUNITY. THROUGH BOTH FINANCIAL, IN-KIND AND STAFF SUPPORT, UNC REX PROVIDES ASSISTANCE IN HOSTING COMMUNITY HEALTH SCREENINGS, MOBILE MAMMOGRAPHY SCREENINGS AND ON-SITE MEDICAL CARE THROUGH THE UNC REX EMERGENCY RESPONSE TEAM. ADDITIONALLY, COMMUNITY RELATIONS ACTIVITIES REGULARLY DEMONSTRATE PROMOTING HEALTH AND WELLNESS INITIATIVES. "ASK THE EXPERT" FORUMS ARE FREE AND OFFERED THROUGHOUT WAKE COUNTY BY PHYSICIANS AND STAFF. UNC REX HAS BEEN DILIGENT IN AWARDING GRANTS TO COMMUNITY GROUPS TO ASSIST THEM WHERE NEEDS ARE GREATEST. TWICE A YEAR WE HOST A COLLABORATIVE BREAKFAST INVITING COMMUNITY PARTNERS, ORGANIZATIONS AND HEALTHCARE PROVIDERS WHO WORK WITH UNINSURED WOMEN TO DISCUSS AND ADDRESS CURRENT HARDSHIPS AND RESOURCES - TRULY A COMMITMENT TO THE NONPROFIT COMMUNITY. PART VI LINE 6 UNC REX HEALTHCARE IS A SUBSIDIARY OF THE UNC HEALTH CARE SYSTEM IN CHAPEL HILL. THAT SYSTEM SERVES PATIENTS FROM ALL 100 COUNTIES, REGARDLESS OF THEIR ABILITY TO PAY, PROVIDING MORE THAN $300 MILLION A YEAR IN UNCOMPENSATED CARE. AS PART OF THE INTEGRATED SYSTEM, UNC REX STRIVES TO IMPROVE ACCESS AND SERVICES IN WAKE COUNTY'S GROWING AND UNDERSERVED AREAS. UNC REX CAREGIVERS ALSO WORK CLOSELY WITH THEIR COUNTERPARTS AT UNC HEALTH CARE TO FIND MORE WAYS TO IMPROVE CARE AND QUALITY, REACH MORE UNINSURED PATIENTS AND MORE. UNC REX'S BOARD REPRESENTS A CROSS-SECTION OF THE COMMUNITY, WITH VOLUNTEERS THAT INCLUDE BUSINESS LEADERS, COMMUNITY PHYSICIANS AND OTHERS. THAT BOARD WORKS CLOSELY WITH THE BOARD AT UNC HEALTH CARE TO DETERMINE THE BEST WAYS TO PLAY A LARGER ROLE IN IMPROVING THE COMMUNITY'S HEALTH, AND UNC REX'S ROLE IN THE BIGGER SYSTEM'S MISSION. PART VI LINE 7 THE ORGANIZATION SUBMITS AN ANNUAL COMMUNITY BENEFIT REPORT TO THE NORTH CAROLINA HOSPITAL ASSOCIATION AND THE NORTH CAROLINA MEDICAL CARE COMMISSION. SCHEDULE H, PART V, SECTION B, LINES 7A AND 10A WWW.REXHEALTH.COM/RH/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS-ASSESSMENT SCHEDULE H, PART V, SECTION B, LINE 7B WWW.WAKEGOV.COM/HUMANSERVICES/DATA SCHEDULE H, PART V, SECTION B, LINES 16A, 16B AND 16C HTTP://WWW.UNCMEDICALCENTER.ORG/UNCMC/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE-PROGRAMS/ 50 1 - REX HEALTHCARE OF WAKEFIELD 11200 GOVERNOR MANLY WAY RALEIGH NC 27614 HEALTHCARE 2 - REX HEALTHCARE OF CARY 1505 1515 SW CARY PARKWAY CARY NC 27511 HEALTHCARE 3 - UNC REX HEALTHCARE OF GARNER 300 HEALTH PARK DRIVE GARNER NC 27529 HEALTHCARE 4 - UNC REX NURSING CARE & REHABILITATION CE 4210 LAKE BOONE TRAIL RALEIGH NC 27607 NURSING FACILITY 5 - REX MEDICAL PLAZA 4414 LAKE BOONE TRAIL RALEIGH NC 27607 HEALTHCARE 6 - UNC REX NURSING CARE & REHABILITATION CE 911 S HUGHES SREET APEX NC 27502 NURSING FACILITY 7 - REX HEALTHCARE OF KNIGHTDALE 6602 KNIGHTDALE BOULEVARD KNIGHTDALE NC 27545 HEALTHCARE 8 - REX NEUROSURGERY AND SPINE SPECIALISTS ( 4207 LAKE BOONE TRAIL SUITE 220 RALEIGH NC 27607 NEUROSURGERY 9 - SMITHFIELD RADIATION ONCOLOGY 514 N BRIGHT LEAF BOULEVARD SUITE 1200 SMITHFIELD NC 27577 ONCOLOGY 10 - NORTH CAROLINA HEART AND VASCULAR (GOLDS 2615 HOSPITAL ROAD SUITE 300 GOLDSBORO NC 27534 HEART & VASCULAR 11 - UNC NEUROSURGERY AT NASH (ROCKY MOUNT) 45 GUARDIAN COURT ROCKY MOUNT NC 27804 NEUROSURGERY 12 - REX HEALTHCARE OF HOLLY SPRINGS 781 AVENT FERRY ROAD HOLLY SPRINGS NC 27540 HEALTHCARE 13 - UNC REX HEALTHCARE OF EAST RALEIGH 117 SUNNYBROOK ROAD RALEIGH NC 27610 HEALTHCARE 14 - REX WOUND HEALING CENTER - RALEIGH 2916 BLUE RIDGE ROAD RALEIGH NC 27612 WOUND CARE 15 - REX SURGICAL SPECIALISTS BARIATRIC SPECI 4207 LAKE BOONE TRAIL SUITE 210 RALEIGH NC 27607 BARIATRIC 16 - REX THORACIC SURGICAL SPECIALISTS OF CAR 150 PARKWAY OFFICE COURT SUITE 200 CARY NC 27518 THORACIC SURGERY 17 - REX WELLNESS CENTER OF WAKEFIELD 11200 GALLERIA AVENUE RALEIGH NC 27614 WELLNESS AND REHABILITATION 18 - NORTH CAROLINA HEART AND VASCULAR (CLINT 603 BEAMAN STREET SUITE 5 CLINTON NC 28328 HEART & VASCULAR 19 - REX BREAST CARE SPECIALISTS (CARY) 300 ASHEVILLE AVENUE SUITE 240 CARY NC 27518 BREAST CARE 20 - REX HEMATOLOGY ONCOLOGY ASSOCIATES - BLU 2605 BLUE RIDGE ROAD SUITE 190 RALEIGH NC 27607 ONCOLOGY 21 - REX WELLNESS CENTER OF RALEIGH 4200 LAKE BOONE TRAIL RALEIGH NC 27607 WELLNESS 22 - REX WELLNESS CENTER OF CARY 1515 SW CARY PARKWAY CARY NC 27511 WELLNESS AND REHABILITATION 23 - NORTH CAROLINA HEART AND VASCULAR (LOUIS 500 REDWOOD LANE LOUISBURG NC 27549 HEART & VASCULAR 24 - REX WELLNESS CENTER OF GARNER 1400 TIMBER DRIVE EAST GARNER NC 27529 WELLNESS AND REHABILITATION 25 - REX HEMATOLOGY ONCOLOGY ASSOCIATES - CAR 150 PARKWAY OFFICE COURT SUITE 200 CARY NC 27518 ONCOLOGY 26 - NORTH CAROLINA HEART AND VASCULAR (SMITH 910 BERKSHIRE ROAD SMITHFIELD NC 27577 HEART & VASCULAR 27 - JOHNSTON PROFESSIONAL PLAZA 2076 NC HIGHWAY 42W CLAYTON NC 27520 HEALTHCARE 28 - UNC REX REHABILITATION SERVICES - RALEIG 2709 BLUE RIDGE ROAD SUITE 200 RALEIGH NC 27607 REHABILITATION 29 - REX PULMONARY SPECIALISTS (CARY) 300 ASHEVILLE AVENUE SUITE 301 CARY NC 27518 PULMONARY HEALTH 30 - NORTH CAROLINA HEART AND VASCULAR (LILLI 701 S MAIN STREET LILLINGTON NC 27546 HEART & VASCULAR 31 - REX WELLNESS CENTER OF KNIGHTDALE 6602 KNIGHTDALE BOULEVARD KNIGHTDALE NC 27545 WELLNESS 32 - REX DIGESTIVE HEALTHCARE (WAKEFIELD) 11211 GALLERIA AVE SUITE 101 RALEIGH NC 27614 DIGESTIVE HEALTHCARE 33 - REX HOME SERVICES 1500 SUNDAY DRIVE SUITE 113 RALEIGH NC 27607 HOME HEALTHCARE AND REHABILITATION 34 - NORTH CAROLINA HEART AND VASCULAR (OXFOR 102 PROFESSIONAL PARK DRIVE SUITE C OXFORD NC 27656 HEART & VASCULAR 35 - NORTH CAROLINA HEART AND VASCULAR (WILSO 2605 FOREST HILLS ROAD SW WILSON NC 27893 HEART & VASCULAR 36 - UNC FAMILY MEDICINE AT NORTH RALEIGH 7100 SIX FORKS ROAD SUITE 101 RALEIGH NC 27615 FAMILY HEALTHCARE 37 - REX EAR NOSE AND THROAT SPECIALISTS (CA 790 SE CARY PARKWAY SUITE 110 CARY NC 27511 ENT HEALTHCARE 38 - REXUNC FAMILY PRACTICE OF PANTHER CREEK 10030 GREEN LEVEL CHURCH ROAD SUITE 808 CARY NC 27519 FAMILY HEALTHCARE 39 - REX DIGESTIVE HEALTHCARE (NORTH RALEIGH) 8300 HEALTH PARK SUITE 209 RALEIGH NC 27615 DIGESTIVE HEALTHCARE 40 - REX SLEEP LAB OF RALEIGH 4210 LAKE BOONE TRAIL RALEIGH NC 27607 SLEEP LAB 41 - TRIANGLE EAST SURGERY - SMITHFIELD 131 EAST MARKET STREET SMITHFIELD NC 27520 GENERAL SURGERY 42 - REX HOSPITAL DIAGNOSTIC IMAGING OF DURAL 3050 DURALEIGH ROAD SUITE 121 RALEIGH NC 27612 DIAGNOSTIC IMAGING 43 - REX EXPRESS CARE OF RALEIGH 3050 DURALEIGH ROAD SUITE 111 RALEIGH NC 27612 EXPRESS HEALTHCARE 44 - REX DIGESTIVE HEALTHCARE (RALEIGH) 2417 ATRIUM DRIVE SUITE 150 RALEIGH NC 27607 DIGESTIVE HEALTHCARE 45 - REX PAIN MANAGEMENT CENTER 3050 DURALEIGH ROAD SUITE 201 RALEIGH NC 27612 PAIN MANAGEMENT 46 - REX SLEEP LAB OF CARY 790 SE CARY PARKWAY SUITE 105 CARY NC 27511 SLEEP LAB 47 - REX BREAST CARE SPECIALISTS (RALEIGH) 3100 DURALEIGH ROAD SUITE 205 RALEIGH NC 27612 BREAST CARE CENTER 48 - REX CHILD DEVELOPMENT CENTER 3116 BLUE RIDGE ROAD RALEIGH NC 27612 CHILD DEVELOPMENT 49 - UNIVERSITY ORTHOPAEDICS AND SPORTS MEDIC 166 SPRINGBROOK AVENUE SUITE 101 CLAYTON NC 27520 ORTHOPAEDICS 50 - UNC REX MEDICAL OFFICE BUILDING 2800 BLUE RIDGE ROAD SUITE 204 RALEIGH NC 27607 OFFICE BUILDING PART III, LINE 4: 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. PART III, LINE 8: HOSPITALS TREAT PATIENTS COVERED BY MEDICARE, JUST AS THEY DO ANY PATIENT. AMOUNTS THAT HOSPITALS ARE ELIGIBLE TO RECEIVE IN PAYMENT FOR SERVICES PROVIDED TO PATIENTS COVERED BY MEDICARE ARE NOT NEGOTIABLE. AS MEDICARE REIMBURSEMENT RATES DECLINE RELATIVE TO THE COSTS OF PROVIDING CARE, HOSPITALS CONTINUE TO SERVE THE MEDICARE POPULATION. WITHOUT THE SERVICES PROVIDED BY HOSPITALS, THE GOVERNMENT WOULD BECOME OBLIGATED FOR THE SERVICES REQUIRED BY THESE PATIENTS. THEREFORE, WE BELIEVE THAT ANY UNREIMBURSED COSTS OF PROVIDING THIS CARE ARE A BENEFIT PROVIDED BY THE HOSPITAL TO THE COMMUNITY AND GOVERNMENT. PART III, LINE 9B: PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE ARE APPROVED FOR 100% ADJUSTMENT OF ELIGIBLE CHARGES MINUS A COPAYMENT. COPAYMENTS ACCRUE AND ARE NOT ELIGIBLE FOR COLLECTIONS PROCESSES. PART III SECTION A LINE 2 THE COSTING METHODOLOGY USED TO DETERMINE PAYER COSTS IS THE ANDI METHODOLOGY, WHICH USES A FACILITY-WIDE RATIO OF COST TO CHARGES AS DESCRIBED IN THE NCHA COMMUNITY BENEFITS GUIDELINES PART III SECTION A LINE 3 WHILE THE COSTS OF BAD DEBTS ARE PRESENT FOR ESSENTIALLY EVERY BUSINESS ORGANIZATION, FEW OTHER THAN HOSPITALS ARE EXPECTED TO CONTINUE TO PROVIDE SERVICES TO THOSE WITH MEANS WHO HAVE PREVIOUSLY FAILED TO PAY. CONTINUATION OF SERVICE TO PATIENTS WITH THE MEANS TO PAY BUT WHO HAVE FAILED TO DO SO IS A FURTHER COMMUNITY BENEFIT RELATED TO THE ORGANIZATION'S MISSION. THEREFORE, WE BELIEVE THAT THE COST OF BAD DEBTS SHOULD BE CONSIDERED A COMMUNITY BENEFIT. PART III SECTION A LINE 4 NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYERS, 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. PART III SECTION B LINE 8 HOSPITALS TREAT PATIENTS COVERED BY MEDICARE, JUST AS THEY DO ANY PATIENT. AMOUNTS THAT HOSPITALS ARE ELIGIBLE TO RECEIVE IN PAYMENT FOR SERVICES PROVIDED TO PATIENTS COVERED BY MEDICARE ARE NOT NEGOTIABLE. AS MEDICARE REIMBURSEMENT RATES DECLINE RELATIVE TO THE COSTS OF PROVIDING CARE, HOSPITALS CONTINUE TO SERVE THE MEDICARE POPULATION. WITHOUT THE SERVICES PROVIDED BY HOSPITALS, THE GOVERNMENT WOULD BECOME OBLIGATED FOR THE SERVICES REQUIRED BY THESE PATIENTS. THEREFORE, WE BELIEVE THAT ANY UNREIMBURSED COSTS OF PROVIDING THIS CARE ARE A BENEFIT PROVIDED BY THE HOSPITAL TO THE COMMUNITY AND GOVERNMENT. PART III SECTION C LINE 9B PATIENTS WHO QUALIFY FOR FINANCIAL ASSISTANCE ARE APPROVED FOR 100% ADJUSTMENT OF ELIGIBLE CHARGES MINUS A COPAYMENT. COPAYMENTS ACCRUE AND ARE NOT ELIGIBLE FOR COLLECTIONS PROCESSES. PART VI, LINE 2: AS THE COUNTY CONTINUES TO GROW, NECESSARY STEPS MUST BE TAKEN TO ENSURE THAT THE NEEDS OF ALL OF OUR CITIZENS ARE BEING MONITORED AND EVALUATED. WAKE COUNTY HUMAN SERVICES WORKS WITH ALL LOCAL HOSPITALS, INCLUDING REX, TO CONDUCT A COMMUNITY-WIDE HEALTH ASSESSMENT. THIS ASSESSMENT, CONDUCTED EVERY THREE TO FOUR YEARS, IDENTIFIES OPPORTUNITIES AND CHALLENGES IN THE MARKET. REX COLLABORATES WITH COMMUNITY PARTNERS REGULARLY TO ENSURE OUR EFFORTS ARE PROPERLY ALIGNED BASED ON WAKE COUNTY'S SOCIOECONOMIC AND DEMOGRAPHIC INFORMATION. REX ALSO RELIES ON INPUT FROM OUR PHYSICIANS AND CLINICAL STAFF, PATIENT OUTCOMES AS WELL AS QUALITATIVE AND QUANTITATIVE RESEARCH TO IDENTIFY AREAS OF OPPORTUNITY TO IMPROVE THE HEALTH OF OUR COMMUNITY. PART VI, LINE 3: REX PROVIDES A WIDE RANGE OF TOOLS AND EDUCATION TO HELP PATIENTS WHO NEED FINANCIAL ASSISTANCE. THE REX ASSIST PROGRAM IS DESIGNED TO MAKE IT EASY FOR PATIENTS TO APPLY FOR FINANCIAL ASSISTANCE, CHARITY CARE AND OTHER AID PROGRAMS. REX POSTS DETAILED INFORMATION ABOUT ITS GENEROUS CHARITY CARE POLICY, THE REX ASSIST PROGRAM AND OTHER FINANCIAL AID INFORMATION AT VARIOUS POINTS IN THE HOSPITAL AND ON ITS WEBSITE. DURING PATIENT REGISTRATION, STAFF WILL DISTRIBUTE THE "YOUR REX HOSPITAL BILL" FLYER TO ANYONE WHO DOES NOT HAVE INSURANCE OR ASKS FOR ASSISTANCE. THAT FLYER INCLUDES USEFUL INFORMATION AND HELPFUL RESOURCES. REX FINANCIAL COUNSELORS WILL BEGIN WORKING WITH PATIENTS NEEDING ASSISTANCE AT REGISTRATION OR VISIT THE ROOMS OF PATIENTS WHO ASK FOR HELP. THE COUNSELORS WILL ASSIST WITH DETERMINING MEDICAID ELIGIBILITY AND WITH FILLING OUT A REX ASSIST APPLICATION. FINALLY, REX ALSO WORKS WITH VARIOUS COMMUNITY GROUPS THAT HELP PROVIDE ASSISTANCE TO THE UNINSURED OR UNDERINSURED, INCLUDING PROJECT ACCESS, PRETTY IN PINK AND OTHERS. THE ANGEL FUND OF THE REX HEALTHCARE FOUNDATION ALSO SUPPORTS CANCER PATIENTS WITH UNIQUE FINANCIAL NEEDS, INCLUDING TRANSPORTATION, LIVING EXPENSES AND PRESCRIPTIONS. PART VI, LINE 4: THE ORGANIZATION SERVES AN AREA THAT ENCOMPASSES A FOUR-COUNTY AREA CONSISTING OF WAKE COUNTY AS THE PRIMARY SERVICE AREA WITH HARNETT, FRANKLIN AND JOHNSTON COUNTIES, COMPRISING THE SECONDARY SERVICE AREA. WAKE COUNTY AND ITS SURROUNDING COMMUNITIES ARE AMONG THE FASTEST GROWING REGIONS IN THE NATION. UNEMPLOYMENT RATES IN THE PRIMARY SERVICE AREA ARE LESS THAN THE UNEMPLOYMENT RATES FOR THE NATION AND THE STATE. AVERAGE HOUSEHOLD INCOME AND EDUCATION LEVEL ALSO COMPARE FAVORABLY WITH BOTH THE NATION AND THE STATE. PART VI, LINE 5: THERE ARE MANY WAYS REX WORKS WITH COMMUNITY PARTNERS TO ADDRESS HEALTH ISSUES AND CONCERNS IDENTIFIED WITHIN THE COMMUNITY. THROUGH BOTH FINANCIAL, IN-KIND AND STAFF SUPPORT, REX PROVIDES ASSISTANCE IN HOSTING COMMUNITY HEALTH SCREENINGS, MOBILE MAMMOGRAPHY SCREENINGS AND ON-SITE MEDICAL CARE THROUGH THE REX EMERGENCY RESPONSE TEAM. ADDITIONALLY, COMMUNITY RELATIONS ACTIVITIES REGULARLY DEMONSTRATE PROMOTING HEALTH AND WELLNESS INITIATIVES. "ASK THE EXPERT" FORUMS ARE FREE AND OFFERED THROUGHOUT WAKE COUNTY BY PHYSICIANS AND STAFF. REX HAS BEEN DILIGENT IN AWARDING GRANTS TO COMMUNITY GROUPS TO ASSIST THEM WHERE NEEDS ARE GREATEST. TWICE A YEAR WE HOST A COLLABORATIVE BREAKFAST INVITING COMMUNITY PARTNERS, ORGANIZATIONS AND HEALTHCARE PROVIDERS WHO WORK WITH UNINSURED WOMEN TO DISCUSS AND ADDRESS CURRENT HARDSHIPS AND RESOURCES - TRULY A COMMITMENT TO THE NONPROFIT COMMUNITY. PART VI, LINE 6: REX HEALTHCARE IS A SUBSIDIARY OF THE UNC HEALTH CARE SYSTEM IN CHAPEL HILL. THAT SYSTEM SERVES PATIENTS FROM ALL 100 COUNTIES, REGARDLESS OF THEIR ABILITY TO PAY, PROVIDING MORE THAN $300 MILLION A YEAR IN UNCOMPENSATED CARE. AS PART OF THE INTEGRATED SYSTEM, REX STRIVES TO IMPROVE ACCESS AND SERVICES IN WAKE COUNTY'S GROWING AND UNDERSERVED AREAS. REX CAREGIVERS ALSO WORK CLOSELY WITH THEIR COUNTERPARTS AT UNC HEALTH CARE TO FIND MORE WAYS TO IMPROVE CARE AND QUALITY, REACH MORE UNINSURED PATIENTS AND MORE. REX'S BOARD REPRESENTS A CROSS-SECTION OF THE COMMUNITY, WITH VOLUNTEERS THAT INCLUDE BUSINESS LEADERS, COMMUNITY PHYSICIANS AND OTHERS. THAT BOARD WORKS CLOSELY WITH THE BOARD AT UNC HEALTH CARE TO DETERMINE THE BEST WAYS TO PLAY A LARGER ROLE IN IMPROVING THE COMMUNITY'S HEALTH, AND REX'S ROLE IN THE BIGGER SYSTEM'S MISSION. 1 UNC HOSPITALS VOLUNTEER ASSOC 101 MANNING DRIVE CHAPEL HILL NC 27514 561118388 115 100000 GENERAL SUPPORT UNITED WAY OF THE GREATER TRIANGLE 2400 PERIMETER PARK DRIVE STE 150 CHAPEL HILL NC 27560 561949103 501(C)(3) 100000 GENERAL SUPPORT AMERICAN HEART ASSOCIATION 3901 COMPUTER DRIVE STE 110 RALEIGH NC 27609 560529996 501(C)(3) 65000 GENERAL SUPPORT/EDUCATION SUPPORT GREATER RALEIGH CHAMBER PO BOX 2978 RALEIGH NC 27602 560370850 501(C)(6) 58027 GENERAL SUPPORT NORTH CAROLINA SYMPHONY 4350 LASSITER STE 250 RALEIGH NC 27609 560556755 501(C)(3) 55000 GENERAL SUPPORT FRIENDS OF THE NC MUSEUM OF NATURAL SCIENCE PO BOX 26928 RALEIGH NC 27611 561240806 501(C)(3) 50000 GENERAL SUPPORT LEUKEMIA & LYMPHOMA SOCIETY 401 HARRISON OAKS BLVD SUITE 200 CARY NC 27513 135644916 501(C)(3) 40000 GENERAL SUPPORT SUSAN G KOMEN NC TRIANGLE 600 AIRPORT BLVD SUITE 100 MORRISVILLE NC 27560 752845066 501(C)(3) 25250 GENERAL SUPPORT ALICE AYCOCK POE CENTER FOR HEALTH EDUCATION 224 SUNNYBROOK ROAD RALEIGH NC 27610 561500678 501(C)(3) 21500 GENERAL SUPPORT URBAN MINISTRIES OF WAKE COUNTY 1390 CAPITAL BLVD RALEIGH NC 27603 581422700 501(C)(3) 20100 GENERAL SUPPORT WAKE EDUCATION PARTNERSHIP 706 HILLSBOURGH STREET SUITE A RALEIGH NC 27603 581518182 501(C)(3) 20000 GENERAL SUPPORT WAKE TECH FOUNDATION 9101 FAYETTEVILLE ROAD RALEIGH NC 27511 237017752 501(C)(3) 15000 GENERAL SUPPORT CARY CHAMBER OF COMMERCE 307 NORTH ACADEMY STREET CARY NC 27519 560989726 501(C)(3) 12025 GENERAL SUPPORT NC MUSEUM OF ART 4630 MAIL SERVICE CENTER RALEIGH NC 27699 237071511 501(C)(3) 11000 GENERAL SUPPORT LUNG CANCER INITIATIVE OF NC 4000 BLUE RIDGE ROAD SUITE 170 RALEIGH NC 27612 262300885 501(C)(3) 10250 GENERAL SUPPORT AFRICAN AMERICAN CULTURAL FESTIVAL PO BOX 46595 RALEIGH NC 27620 900636941 501(C)(3) 10000 GENERAL SUPPORT BLUE RIDGE ALLIANCE CORRIDOR 2416 HILLSBOROUGH STREET RALEIGH NC 27607 471697576 501(C)(3) 10000 GENERAL SUPPORT INNOVATE RALEIGH 310 S HARRINGTON STREET RALEIGH NC 27603 262891963 501(C)(3) 10000 GENERAL SUPPORT MARCH OF DIMES NORTH CAROLINA CHAPTER 6504 FALLS OF NEUSE RD SUITE 100 RALEIGH NC 27615 131846366 501(C)(3) 10000 GENERAL SUPPORT RALEIGH CIVIC VENTURES DOWNTOWN RALEIGH ALLIANCE 120 S WILMINGTON STREET SUITE 103 RALEIGH NC 27601 562095185 501(C)(3) 10000 GENERAL SUPPORT GIRLS SCOUTS NC COASTAL PINES 6901 PINECREST ROAD RALEIGH NC 27613 560791500 501(C)(3) 8000 GENERAL SUPPORT ALLIANCE MEDICAL MINISTRY 101 DONALD ROSS DRIVE RALEIGH NC 27610 562168673 501(C)(3) 7500 GENERAL SUPPORT DOWNTOWN RALEIGH ALLIANCE 120 SOUTH WILMINGTON STREET SUITE 103 RALEIGH NC 27601 561994005 501(C)(6) 6050 GENERAL SUPPORT HOLLY SPRINGS CHAMBER OF COMMERCE 344 RALEIGH STREET SUITE 100 HOLLY SPRINGS NC 27540 561875144 501(C)(6) 6000 GENERAL SUPPORT LUCY DANIELS CENTER 9003 WESTON PARKWAY CARY NC 27513 581863104 501(C)(3) 6000 GENERAL SUPPORT KNIGHTDALE CHAMBER OF COMMERCE 207 MAIN STREET KNIGHTDALE NC 27545 561325118 501(C)(6) 5599 GENERAL SUPPORT WAKE FOREST AREA CHAMBER OF COMMERCE 350 S WHITE STREET WAKE FOREST NC 27587 561122169 501(C)(6) 5500 GENERAL SUPPORT FOUNDATION OF HOPE 9401 GLENWOOD AVENUE RALEIGH NC 27617 566246626 501(C)(3) 5000 GENERAL SUPPORT HOLT BROTHERS FOUNDATION 8801 FAST PARK DRIVE SUITE 105 107 RALEIGH NC 27617 566570426 501(C)(3) 5000 GENERAL SUPPORT KAY YOW CANCER FOUNDATION 5121 KINGDOM WAY SUITE 305 RALEIGH NC 27607 261789695 501(C)(3) 5000 GENERAL SUPPORT NAMI WAKE COUNTY PO BOX 12562 RALEIGH NC 27605 561552949 501(C)(3) 5000 GENERAL SUPPORT NC PREVENTION PARTNERS 88 VILCOM CENTER DRIVE SUITE 110 CHAPEL HILL NC 27514 311722051 501(C)(3) 5000 GENERAL SUPPORT REX HEALTHCARE FOUNDATION 2500 BLUE RIDGE ROAD SUITE 325 RALEIGH NC 27607 566052117 501(C)(3) 5000 GENERAL SUPPORT THE FIRST TEE OF THE TRIANGLE 8800 WESTGATEPARK DRIVE SUITE104 RALEIGH NC 27617 562266025 501(C)(3) 5000 GENERAL SUPPORT 29 5 PART I, LINE 2: REX REQUIRES ALL REQUESTS FOR GRANTS OR OTHER ASSISTANCE TO BE IN WRITING. SUCH REQUESTS ARE TYPICALLY REVIEWED ON AN ANNUAL BASIS FOLLOWING GUIDELINES RELATED TO COMMUNITY NEED AND REX'S MISSION. REX'S PRIORITIES INCLUDE SUPPORTING HEALTH, HUMAN SERVICES, EDUCATION AND ARTS IN THE COMMUNITIES IT SERVES. REX HAS VARIOUS WAYS OF TRACKING THE RESULTS OF ITS CONTRIBUTIONS. BECAUSE REX OFTEN WORKS CLOSELY WITH THE COMMUNITY GROUPS IT SUPPORTS, THE ORGANIZATION RECEIVES FREQUENT UPDATES ON THEIR WORK AND PROGRESS. FOR LARGER GRANTS, REX ALSO RECEIVES ANNUAL OR QUARTERLY REPORTS ON RESULTS. X 1 1 X X X X X 0 1 0 0 0 1 1 0 0 WILLIAM L ROPER DIRECTOR 0 772345 0 140416 0 31859 0 315353 0 19177 0 1279150 0 0 GARY L PARK CEO 0 768891 0 142263 0 24159 0 496220 0 18869 0 1450402 0 0 STEPHEN W BURRISS PRESIDENT 387941 0 101197 0 41834 0 105286 0 15544 0 651802 0 0 0 BERNADETTE M SPONG SVP/FINANCE & CFO (LEFT 7/31/15) 239842 0 0 0 58535 0 39295 0 6190 0 343862 0 0 0 LINDA H BUTLER MD VP/MEDICAL AFFAIRS, CMO & CMIO 258113 0 77227 0 29353 0 35215 0 15544 0 415452 0 0 0 JAYNE R BYRD VP/SURGICAL SERVICES 189530 0 55115 0 1907 0 103224 0 5326 0 355102 0 0 0 DONALD R ESPOSITO JR VP/GENERAL COUNSEL 261792 0 71673 0 24827 0 14057 0 15481 0 387830 0 0 0 MICHELLE L GRAY VP & REGIONAL CIO (LEFT 10/31/15) 183352 0 56207 0 12918 0 16980 0 3048 0 272505 0 0 0 SYLVIA D HACKETT VP/REX HEALTHCARE FOUNDATION 228607 0 73234 0 36173 0 30697 0 9117 0 377828 0 0 0 R ERICK HAWKINS LEFT 121815 VP/H&V SERVICES, CFO & TREASURER 260075 0 66635 0 23587 0 15253 0 9867 0 375417 0 0 0 CHAD T LEFTERIS VP/OPERATIONS 184997 0 57662 0 25165 0 11943 0 4833 0 284600 0 0 0 JOEL D RAY VP/PATIENT CARE SVCS & CNO 210195 0 57572 0 2016 0 7325 0 246 0 277354 0 0 0 ROBERT D RICKER VP/PHYSICIAN SERVICES 214443 0 62230 0 9045 0 43855 0 7086 0 336659 0 0 0 KIRSTEN RIGGS VP (AS OF 3/15/16) 157190 0 16659 0 6158 0 12346 0 15481 0 207834 0 0 0 LISA R SCHILLER VP/MKTG, PR, COMM & GOVT AFFAIRS 189238 0 51690 0 16164 0 16054 0 14591 0 287737 0 0 0 TAMMIE T STANTON VP/POST ACUTE SERVICES 0 249812 0 45415 0 10212 0 65472 0 19594 0 390505 0 0 SEAN T TEHRANI MD VP/REGIONAL HOSPITALISTS SERVICES 480277 0 97957 0 61682 0 14769 0 13451 0 668136 0 0 0 TOM G WILLIAMS VP/AMBULATORY SERVICES 189881 0 55465 0 9869 0 17923 0 14591 0 287729 0 0 0 JOHN E MILLER LEFT 32516 ASST TREASURER & ASST SEC 0 209357 0 19394 0 27127 0 43721 0 5393 0 304992 0 0 ERIC JANIS PHYSICIAN 1482912 0 32275 0 25858 0 35000 0 12302 0 1588347 0 0 0 RAVISH SACHAR PHYSICIAN 1502393 0 32275 0 1212 0 35000 0 13451 0 1584331 0 0 0 MATTHEW HOOK PHYSICIAN 1459241 0 32275 0 19212 0 35000 0 15481 0 1561209 0 0 0 MATEEN AKHTAR PHYSICIAN 1312662 0 32275 0 20518 0 35000 0 15481 0 1415936 0 0 0 JOEL SCHNEIDER PHYSICIAN 1310278 0 32275 0 3473 0 35000 0 12117 0 1393143 0 0 0 DAVID W STRONG FORMER PRESIDENT (LEFT 3/31/15) 153361 0 0 0 1073301 0 13919 0 2839 0 1243420 0 246929 0 PART I, LINE 1A THE ORGANIZATION OFFERS COMPLIMENTARY MEMBERSHIPS TO REX WELLNESS CENTERS FOR THE EXECUTIVE STAFF, BOTH ACTIVE AND RETIRED BOARD MEMBERS AND MEDICAL DIRECTORS. ALL MEMBERS RECEIVING COMPLIMENTARY MEMBERSHIPS ARE REQUIRED TO COMPLETE THE SAME APPLICATION AND TESTING PROCEDURES AS OTHER MEMBERS. CURRENTLY, THERE ARE 7 INDIVIDUALS LISTED THAT RECEIVE COMPLIMENTARY MEMBERSHIPS. THE VALUE OF THE COMPLIMENTARY MEMBERSHIP IS TREATED AS TAXABLE COMPENSATION AND IS REPORTED ON THE INDIVIDUAL'S W-2. PART I, LINE 4B DURING THE CALENDAR YEAR 2015, DAVID STRONG, FORMER PRESIDENT, RECEIVED DISTRIBUTIONS FROM A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN TOTALING $246,929. DURING THE CALENDAR YEAR 2015, STEVE BURRISS PARTICIPATED IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN FUNDED AND CONTROLLED BY A RELATED ORGANIZATION, UNC HEALTH CARE SYSTEM. HE EARNED COMPENSATION UNDER THIS PLAN TOTALING $47,346. THE CURRENT YEAR EARNINGS ARE PAYABLE IN THE FUTURE. DURING THE CALENDAR YEAR 2015, GARY PARK PARTICIPATED IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN FUNDED AND CONTROLLED BY A RELATED ORGANIZATION, UNC HEALTH CARE SYSTEM. HE EARNED COMPENSATION UNDER THIS PLAN TOTALING $350,913. THE CURRENT YEAR EARNINGS ARE PAYABLE IN THE FUTURE. DURING THE CALENDAR YEAR 2015, WILLIAM ROPER PARTICIPATED IN A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN FUNDED AND CONTROLLED BY A RELATED ORGANIZATION, UNC HEALTH CARE SYSTEM. HE EARNED COMPENSATION UNDER THIS PLAN TOTALING $191,592. THE CURRENT YEAR EARNINGS ARE PAYABLE IN THE FUTURE. 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. A NORTH CAROLINA MEDICAL CARE COMMISSIONS 521309402 65821DFJ5 2010-10-26 127456150 SEE PART VI 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSIONS 521309402 65821DTR2 2015-05-21 150167728 SEE PART VI 0 0 0 A 22755000 127456150 2184840 1628054 47608529 76034727 2013 1 0 1 1 B 150167728 4130000 1051300 144986428 0 0 0 1 A 0 0 1 1 0 0 0 0 B 0 0 0 0 0 0 0 A 1 0 0 0 0 1 B 0 1 0 0 1 0 0 0 1 A 1 B 1 PART I. LINE A, COLUMN (F) CONSTRUCTION OF CENTRAL ENERGY PLANT, PURCHASE ROUTINE CAPITAL EQUIPMENT AND REFUND SERIES 1998 BONDS. PART I, LINE B, COLUMN (F) CONSTRUCTION OF NORTH CAROLINA HEART & VASCULAR HOSPITAL AND PARKING DECK, PURCHASE EQUIPMENT FOR NORTH CAROLINA HEART & VASCULAR HOSPITAL AND FUND CAPITALIZED INTEREST. PART IV, LINE 2C THE REBATE COMPUTATION WAS PERFORMED FOR PERIOD ENDING SEPTEMBER 30, 2015. FORM 990, PART III, LINE 4A (CONTINUED) REX EXPRESS CARES (CARY, HOLLY SPRINGS, KNIGHTDALE, RALEIGH AND WAKEFIELD) PROVIDE A CONVENIENT, LOWER-COST ALTERNATIVE TO THE HOSPITAL EMERGENCY DEPARTMENT FOR PATIENTS WHO NEED URGENT MEDICAL TREATMENT BECAUSE OF AN ACCIDENT OR ILLNESS. DURING FY16, REX EXPRESS CARES TREATED MORE THAN 46,000 PATIENTS. DURING 2016, REX EXPRESS CARE OPENED ITS FIFTH LOCATION, JUST DOWN THE STREET FROM OUR MAIN RALEIGH HOSPITAL, TO PROVIDE A NEW OPTION FOR PATIENTS WHO DON'T NEED THE EMERGENCY DEPARTMENT. IN ADDITION, REX EXPRESS CARE INTRODUCED AN ONLINE RESERVATION SYSTEM AT ALL FIVE LOCATIONS ACROSS WAKE COUNTY, MAKING IT EASIER FOR PATIENTS TO SCHEDULE THEIR URGENT CARE VISITS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS REX HEALTHCARE, INC. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM APPOINTS ALL OF THE THIRTEEN SEATS ON THE ORGANIZATION'S BOARD OF TRUSTEES. 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 11 THE ORGANIZATION'S 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 ORGANIZATION'S PRESIDENT AND OTHER TOP MANAGEMENT. THE ORGANIZATION'S BOARD REVIEWS AND APPROVES THE COMPENSATION FOR ALL OFFICERS EXCEPT THE ASSISTANT TREASURER AND ASSISTANT SECRETARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST AND ON GUIDESTAR'S WEBSITE AND THE FINANCIAL STATEMENTS ARE AVAILABLE ON MUNICIPAL SECURITIES RULEMAKING BOARD'S WEBSITE. THE ORGANIZATION DOES NOT MAKE OTHER GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART I, DOING BUSINESS AS: NORTH CAROLINA HEART & VASCULAR REX BLOOD PLAN REX BREAST CARE CENTER REX CANCER CENTER REX CANCER SPECIALTY CENTER REX CARDIAC SURGICAL SPECIALISTS REX COMPREHENSIVE VEIN CENTER REX CRITICAL CARE TRANSPORT REX DIGESTIVE HEALTHCARE REX EAR NOSE & THROAT SPECIALISTS REX EAR NOSE & THROAT SPECIALISTS AT WAKEFIELD REX EXPRESS CARE OF CARY REX EXPRESS CARE OF HOLLY SPRINGS REX EXPRESS CARE OF KNIGHTDALE REX EXPRESS CARE OF RALEIGH REX EXPRESS CARE OF WAKEFIELD REX FAMILY BIRTH CENTER REX FAMILY PRACTICE OF KNIGHTDALE REX FAMILY PRACTICE OF WAKEFIELD REX HEALTHCARE REX HEALTHCARE OF CARY REX HEALTHCARE OF GARNER REX HEALTHCARE OF HOLLY SPRINGS REX HEALTHCARE OF KNIGHTDALE REX HEALTHCARE OF WAKEFIELD REX HEART CENTER REX HEART FAILURE REX HEMATOLOGY ONCOLOGY ASSOCIATES REX HOME SERVICES REX HOSPITAL REX HOSPITAL PELVIC HEALTH CENTER REX HOSPITAL TRANSPORT REX INTERNAL MEDICINE OF CARY REX LABORATORY SERVICES OF CARY REX MOBILE MAMMOGRAPHY REX NEUROSURGERY & SPINE SPECIALISTS REX NUTRITION SERVICES REX OUTREACH REX PAIN CENTER REX PALLIATIVE CARE SPECIALISTS REX PEDIATRICS OF CARY REX PEDIATRICS OF HOLLY SPRINGS REX PHARMACY OF RALEIGH REX PRIMARY CARE OF CARY REX PRIMARY CARE OF CARY REX PULMONARY SPECIALISTS REX RADIOLOGY SERVICES OF CARY REX REHABILITATION AND NURSING CARE CENTER OF APEX REX REHABILITATION SERVICES OF CARY REX SAME DAY SURGERY REX SENIOR HEALTH CENTER REX STRATEGIC INNOVATIONS REX STRUCTURAL HEART REX SURGICAL SPECIALISTS REX THORACIC SPECIALISTS REX THORACIC SURGICAL SPECIALISTS REX UNC HEALTH CARE REX VASCULAR SPECIALISTS REX VASCULAR SURGICAL SPECIALISTS REX WELLNESS CENTER OF CARY REX WELLNESS CENTER OF GARNER REX WELLNESS CENTER OF KNIGHTDALE REX WELLNESS CENTER OF WAKEFIELD REX WOUND HEALING CENTER UNC REX CANCER CENTER UNC REX HEALTHCARE UNC REX HOME SERVICES UNC REX HOSPITAL UNC REX HOSPITAL TRANSPORT UNC REX PHARMACY OF RALEIGH UNC REX REHABILITATION & NURSING CARE CENTER OF APEX UNC REX REHABILITATION & NURSING CARE CENTER OF RALEIGH FORM 990, PART I, LINE6 THE ORGANIZATION'S VOLUNTEER SERVICES DEPARTMENT MAINTAINS A LARGE STAFF OF COMPETENT AND COMPASSIONATE VOLUNTEERS WHO ENHANCE AND EXTEND SERVICES PROVIDED TO PATIENTS, FAMILY MEMBERS, CLIENTS AND RESIDENTS. THE 1,300 VOLUNTEERS PROVIDED APPROXIMATELY 149,000 SERVICE HOURS TO THE ORGANIZATION. THE ANIMAL ASSISTED THERAPY PROGRAM AT REX HOSPITAL HAS 9 CANINE VOLUNTEERS. THE CANINES AND THEIR HANDLERS VISITED NUMEROUS PATIENTS OFFERING COMFORT AND SUPPORT. THE PATIENT COMPANION PROGRAM CONTINUED THIS YEAR INSIDE REX HOSPITAL WHICH OFFERS A VISIT TO PATIENTS WHO ARE LONELY OR NEED TO TALK TO SOMEONE. VOLUNTEERS ALSO VISITED PATIENTS, CONDUCTED HEARING TESTS FOR NEWBORN BABIES, GREETED GUESTS AND DELIVERED FLOWER ARRANGEMENTS AND CARDS. THEY MANNED WAITING ROOMS, ESCORTED PATIENTS, MADE BEDS, DISCHARGED PATIENTS AND SO MUCH MORE TO PROVIDE COMFORT TO OUR COMMUNITY. 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