NOVANT HEALTH INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NOVANT HEALTH INC (EIN 56-1376950)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349308023
- Schema version
- 2015v2.1
- 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 F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T12:47:29-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561376950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVANT HEALTH INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NOVA | BusinessNameControlTxt |
| Phone | 3367182803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2085 FRONTIS PLAZA BLVD | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED HARGETT | PersonNm |
| Person Title | EVP & CFO | PersonTitleTxt |
| Phone | 3367182803 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARL ARMATO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2085 FRONTIS PLAZA BLVD | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,435,891,283 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NOVANTHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 4677 | TotalEmployeeCnt |
| Total Volunteers | 251 | TotalVolunteersCnt |
| Total Gross UBI | $24,126,766 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,912,442 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,635,888 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,339,137 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $548,483,299 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $660,063,952 | CYProgramServiceRevenueAmt |
| PY Investment Income | $71,620,526 | PYInvestmentIncomeAmt |
| CY Investment Income | $77,544,948 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,811,795 | PYOtherRevenueAmt |
| CY Other Revenue | $25,426,554 | CYOtherRevenueAmt |
| PY Total Revenue | $647,551,508 | PYTotalRevenueAmt |
| CY Total Revenue | $766,374,591 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $698,053 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $434,194 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $304,133,589 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $391,403,636 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $329,915,790 | PYOtherExpensesAmt |
| CY Other Expenses | $378,113,791 | CYOtherExpensesAmt |
| PY Total Expenses | $634,747,432 | PYTotalExpensesAmt |
| CY Total Expenses | $769,951,621 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,804,076 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,577,030 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,186,813,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,571,425,514 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,170,252,416 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,581,446,604 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,561,023 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$10,021,090 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | NOVANT HEALTH EXISTS TO IMPROVE THE HEALTH OF COMMUNITIES, ONE PERSON AT A TIME.SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $543,123,422 | ExpenseAmt |
| Grant | $404,151 | GrantAmt |
| Revenue | $554,004,314 | RevenueAmt |
| Desc | NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION OF A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS, AND OTHER HEALTHCARE SERVICE PROVIDERS (COLLECTIVELY KNOWN AS "NOVANT HEALTH"). NOVANT HEALTH CONSISTS OF MORE THAN 1,300 PHYSICIANS AND NEARLY 24,000 EMPLOYEES WHO MAKE HEALTHCARE REMARKABLE AT OVER 500 LOCATIONS, INCLUDING 14 MEDICAL CENTERS AND HUNDREDS OF OUTPATIENT FACILITIES AND PHYSICIAN CLINICS. HEADQUARTERED IN WINSTON-SALEM, NC, NOVANT HEALTH IS COMMITTED TO MAKING HEALTHCARE REMARKABLE FOR PATIENTS AND COMMUNITIES, SERVING MORE THAN FOUR MILLION PATIENTS ANNUALLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $81,112,134 | ExpenseAmt |
| Grant | $30,043 | GrantAmt |
| Revenue | $94,219,406 | RevenueAmt |
| Desc | BRUNSWICK COMMUNITY HOSPITAL, LLC (BCH) DBA NOVANT HEALTH BRUNSWICK MEDICAL CENTER, IS A SINGLE MEMBER LLC IN WHICH NOVANT IS THE SOLE MEMBER. BCH EXISTS TO PROMOTE THE HEALTH OF THE INHABITANTS OF THE BRUNSWICK COUNTY AREA OF NC, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING 2015, BCH HAD 74 LICENSED BEDS. THERE WERE 16,292 PATIENT DAYS, WITH AN AVERAGE LENGTH OF STAY OF 4 DAYS, AND AN AVERAGE DAILY CENSUS OF 45. THERE WERE 4,484 DISCHARGES, 69,354 INPATIENT AND OUTPATIENT ENCOUNTERS, AND 31,550 EMERGENCY DEPARTMENT VISITS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,700,527 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $22,662,595 | RevenueAmt |
| Desc | THE HOLDING COMPANY FOR NOVANT'S AMBULATORY SERVICES, PRESBYTERIAN AMBULATORY HOLDINGS, LLC, IS A SINGLE MEMBER LLC HELD BY NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC, A SINGLE MEMBER LLC IN WHICH NOVANT HEALTH IS THE SOLE MEMBER. THE AMBULATORY CENTERS' OPERATIONS SERVE THE COMMUNITY BY PROVIDING ACCESS TO MUCH NEEDED HEALTHCARE SERVICES, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING 2015, THERE WERE 55,872 OUTPATIENT ENCOUNTERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $651,936,083 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2559 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4677 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN DAUGHERTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367182803 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2085 FRONTIS PLAZA BLVD | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | 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 |
|---|---|---|---|---|---|---|---|---|---|
| ARMATO CARL | |||||||||
| CEO & PRESIDENT NOVANT HEALTH | 60.00 | Yes (X) | Yes (X) | $2,843,976 | $0 | $94,663 | |||
| BAUGHAN MICHAEL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $265 | $0 | $0 | ||||
| BELDEN RICHARD | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| GORDON ROBERT | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $224 | $0 | $0 | ||||
| IZARD CHARLES | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KETNER GLENN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYLES VIOLA | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MURPHY DANIEL | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILLIPS GEORGE PATRICK | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PLYLER DAVID | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STOLZ ROBERT | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STONE LARRY | |||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| VALENTINE PEGGY | |||||||||
| SEC/TREAS | 2.00 | Yes (X) | Yes (X) | $374 | $0 | $0 | |||
| WOODLIEF JOHN | |||||||||
| TRUSTEE | 2.00 | Yes (X) | $534 | $0 | $0 | ||||
| HARGETT FRED | |||||||||
| EVP & CHIEF FINANCIAL OFFICER | 60.00 | Yes (X) | $1,683,471 | $0 | $92,483 | ||||
| MORRIS JOHN | |||||||||
| ASST SEC | 2.00 | Yes (X) | $315,630 | $0 | $76,931 | ||||
| WALSH BETSY | |||||||||
| ASST SEC | 2.00 | Yes (X) | $326,189 | $0 | $73,904 | ||||
| ALUKO AKINYELE MD | |||||||||
| SVP NH HEART & VASCULAR | 60.00 | $730,435 | $0 | $152,823 | Yes (X) | ||||
| BEST DIANA | |||||||||
| SVP CLINICAL IMPROVEMENT | 60.00 | $622,566 | $0 | $84,387 | Yes (X) | ||||
| BRUNSTETTER PETER | |||||||||
| EVP & CHIEF LEGAL OFFICER | 60.00 | $811,297 | $0 | $189,026 | Yes (X) | ||||
| COOK DAVID MD | |||||||||
| SVP & HEALTHCARE FUTURIST | 60.00 | $717,961 | $0 | $150,493 | Yes (X) | ||||
| CURETON JESSE | |||||||||
| EVP & CHIEF CONSUMER OFFICER | 60.00 | $1,141,747 | $0 | $219,551 | Yes (X) | ||||
| DANIELS JACQUELINE | |||||||||
| EVP & CHIEF ADMIN OFFICER | 60.00 | $1,116,387 | $0 | $82,551 | Yes (X) | ||||
| GARMON-BROWN OPHELIA MD | |||||||||
| SVP COMM WELLNESS & EDUCATION | 60.00 | $677,788 | $0 | $146,550 | Yes (X) | ||||
| GARRETT DAVID | |||||||||
| SVP CHIEF INFO OFFICER | 60.00 | $724,141 | $0 | $157,721 | Yes (X) | ||||
| JOHNSON TONY | |||||||||
| SVP SUPPLY CHAIN/COO SHARED SV | 60.00 | $811,087 | $0 | $62,043 | Yes (X) | ||||
| LANGFORD KATHRYN | |||||||||
| SVP NH/CLIN OPS | 60.00 | $662,288 | $0 | $140,180 | Yes (X) | ||||
| LINDSAY JEFFERY | |||||||||
| EVP & CHIEF OPERATING OFFICER | 60.00 | $1,425,622 | $0 | $96,538 | Yes (X) | ||||
| MORGAN WAYNE | |||||||||
| SVP & CHIEF INVEST OFFICER | 60.00 | $562,736 | $0 | $151,687 | Yes (X) | ||||
| MYERS SCOTT | |||||||||
| SVP CORPORATE FINANCE | 60.00 | $559,171 | $0 | $128,586 | Yes (X) | ||||
| PATEFIELD MD ARTHUR | |||||||||
| SVP & CHIEF MED INFO OFF | 60.00 | $693,752 | $0 | $101,219 | Yes (X) | ||||
| PHIPPS JOHN MD | |||||||||
| EVP & PRESIDENT NHMG | 60.00 | $0 | $922,040 | $195,381 | Yes (X) | ||||
| SEEHAUSEN ROBERT | |||||||||
| SVP BUSINESS DEV & SALES | 60.00 | $748,357 | $0 | $97,340 | Yes (X) | ||||
| SMITH-HILL JANET | |||||||||
| EVP & CHIEF HR OFFICER | 60.00 | $687,144 | $0 | $149,242 | Yes (X) | ||||
| VINCENT PAULA | |||||||||
| SVP NH | 60.00 | $360,155 | $262,172 | $71,376 | Yes (X) | ||||
| WOOLLEN THOMAS MD | |||||||||
| SVP PHYSICIAN SERVICES | 60.00 | $598,609 | $0 | $157,452 | Yes (X) | ||||
| ZWENG THOMAS MD | |||||||||
| EVP & CHIEF MEDICAL OFFICER | 60.00 | $927,191 | $0 | $211,258 | Yes (X) | ||||
| GREGORY CHERE MD | |||||||||
| SVP WOMEN'S SERVICES | 60.00 | $552,130 | $0 | $139,308 | Yes (X) | ||||
| DUVALL DAVID | |||||||||
| SVP MARKETING & COMMUNICATIONS | 40.00 | $529,832 | $0 | $138,990 | Yes (X) | ||||
| EASTERLING DONALD | |||||||||
| SVP NH CONSUMER OPERATIONS | 40.00 | $544,767 | $0 | $125,725 | Yes (X) | ||||
| GRIFFIN JON | |||||||||
| SVP FINANCIAL PLAN & ANALYSIS | 40.00 | $545,204 | $0 | $144,029 | Yes (X) | ||||
| PARK DAVID | |||||||||
| SVP REAL ESTATE & CONSTRUCTION | 40.00 | $539,368 | $0 | $90,212 | Yes (X) | ||||
| VANCE AMY | |||||||||
| SVP POPULATION HEALTH MGMT | 40.00 | $551,465 | $0 | $132,752 | Yes (X) | ||||
| WILES PAUL | |||||||||
| FORMER CEO & PRESIDENT NOVANT HEALTH | 0.00 | $153,250 | $0 | $0 | Yes (X) | ||||
| BEIER GREGORY | |||||||||
| FORMER EVP | 0.00 | $20,086 | $0 | $0 | Yes (X) | ||||
| BILLINGS DERRICK MARK | |||||||||
| FORMER PRESIDENT NH SHARED SERVICES | 0.00 | $788,864 | $0 | $1,664 | Yes (X) | ||||
| GARDELLA JOHN MD | |||||||||
| VP CLINICAL IMPROVEMENT | 60.00 | $500,041 | $0 | $75,663 | Yes (X) | ||||
| LINER SALLYE | |||||||||
| FORMER EVP & CHIEF CLINICAL OFFICER | 0.00 | $733,809 | $0 | $65,582 | Yes (X) | ||||
| MILLER MARK | |||||||||
| FORMER SVP OPERATIONAL FINANCE | 0.00 | $825,023 | $0 | $51,247 | Yes (X) | ||||
| WALLENHAUPT STEPHEN | |||||||||
| FMR EVP & CMO | 0.00 | $555,283 | $0 | $89,014 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $26,588,219 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,184,212 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,137,571 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 529 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DELOITTE CONSULTING LLP | |||||
| 4022 SELLS DRIVE | HERMITAGE | TN | 37076 | CONSULTING | $24,894,601 |
| MONUMENT CONSULTING LLC | |||||
| 1800 SUMMIT AVENUE | RICHMOND | VA | 23230 | CONSULTING | $18,265,589 |
| VANNOY CONSTRUCTION | |||||
| PO BOX 635 | JEFFERSON | NC | 28640 | CONSTRUCTION SERVICES | $9,644,324 |
| LEIDOS HEALTH | |||||
| PO BOX 223866 | PITTSBURGH | PA | 15251 | CONSULTING | $4,796,676 |
| JOHNSTON ALLISON & HORD PA | |||||
| PO BOX 36469 | CHARLOTTE | NC | 28236 | LEGAL SERVICES | $4,547,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 154 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $443,835 | RelatedOrganizationsAmt |
| Government Grants | $2,895,302 | GovernmentGrantsAmt |
| Noncash Contributions | $2,937 | NoncashContributionsAmt |
| Total Contributions | $3,339,137 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CORPORATE SUPPORT | 551114 | $527,258,450 | $527,258,450 |
| NET PATIENT REVENUE | 622110 | $113,688,795 | $113,688,795 |
| AFFILIATED RENTAL | 531120 | $19,116,707 | $19,116,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $660,063,952 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,280,422 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,352,903 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,927,519 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $130 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,807,533 | 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 | $3,807,533 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,807,533 | TotalRevenueColumnAmt |
| Exclusion | $3,807,533 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $694,787,997 | SecuritiesAmt |
| Other | $8,922,869 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $665,767,673 | SecuritiesAmt |
| Other | $3,678,797 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,020,324 | SecuritiesAmt |
| Other | $5,244,072 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,264,396 | TotalRevenueColumnAmt |
| Exclusion | $34,264,396 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,748 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,748 | TotalRevenueColumnAmt |
| Exclusion | $12,748 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $80,399 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $70,222 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,177 | TotalRevenueColumnAmt |
| Exclusion | $10,177 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ADMINISTRATION | 551114 | $17,666,221 | $10,114,742 | $7,551,479 |
| INVESTMENTS | 900099 | $1,848,329 | $1,848,329 | |
| CAPTIVE INSURANCE PREMIUMS | 524298 | $1,275,238 | $1,275,238 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $806,308 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $707,491 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $98,817 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,596,096 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $766,374,591 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $670,886,315 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $24,126,766 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,022,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,694 | TotalAmt |
| Program Services | $431,694 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,921,102 | TotalAmt |
| Management And General | $23,921,102 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,067,726 | TotalAmt |
| Management And General | $11,067,726 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,467,149 | TotalAmt |
| Program Services | $225,958,098 | ProgramServicesAmt |
| Management And General | $26,509,051 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,301,424 | TotalAmt |
| Program Services | $39,649,774 | ProgramServicesAmt |
| Management And General | $4,651,650 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,162,397 | TotalAmt |
| Program Services | $32,365,345 | ProgramServicesAmt |
| Management And General | $3,797,052 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,483,838 | TotalAmt |
| Program Services | $21,018,035 | ProgramServicesAmt |
| Management And General | $2,465,803 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,025,430 | TotalAmt |
| Management And General | $1,025,430 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,975,242 | TotalAmt |
| Management And General | $2,975,242 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,117,892 | TotalAmt |
| Management And General | $1,117,892 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,620 | TotalAmt |
| Management And General | $186,620 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,382,191 | TotalAmt |
| Management And General | $4,382,191 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,863,579 | TotalAmt |
| Program Services | $84,007,902 | ProgramServicesAmt |
| Management And General | $9,855,677 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,026,541 | TotalAmt |
| Program Services | $8,973,754 | ProgramServicesAmt |
| Management And General | $1,052,787 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,468,283 | TotalAmt |
| Program Services | $10,264,113 | ProgramServicesAmt |
| Management And General | $1,204,170 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,356,779 | TotalAmt |
| Program Services | $22,694,317 | ProgramServicesAmt |
| Management And General | $2,662,462 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,869,187 | TotalAmt |
| Program Services | $33,892,922 | ProgramServicesAmt |
| Management And General | $3,976,265 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,435,797 | TotalAmt |
| Program Services | $4,865,038 | ProgramServicesAmt |
| Management And General | $570,759 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,436,245 | TotalAmt |
| Program Services | $28,135,439 | ProgramServicesAmt |
| Management And General | $3,300,806 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,832,339 | TotalAmt |
| Program Services | $82,189,943 | ProgramServicesAmt |
| Management And General | $9,642,396 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,995,330 | TotalAmt |
| Program Services | $1,785,820 | ProgramServicesAmt |
| Management And General | $209,510 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UBI TAXES | $3,730,562 | $3,730,562 | |
| MEDICAL SUPPLIES | $12,108,720 | $12,108,720 | |
| REPAIRS & MAINTENANCE | $9,093,887 | $8,139,029 | $954,858 |
| DUES AND SUBSCRIPTIONS | $8,505,847 | $7,612,733 | $893,114 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,703,320 | TotalAmt |
| Program Services | $24,110,345 | ProgramServicesAmt |
| Management And General | $1,592,975 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,951,621 | TotalAmt |
| Program Services | $651,936,083 | ProgramServicesAmt |
| Management And General | $118,015,538 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,612,807 | BOYAmt |
| EOY | $243,147,571 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,227,302 | BOYAmt |
| EOY | $501,433,140 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,072,486 | BOYAmt |
| EOY | $47,409,273 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,589,945 | BOYAmt |
| EOY | $153,513,680 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,330,327 | BOYAmt |
| EOY | $12,431,460 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,953,272 | BOYAmt |
| EOY | $29,915,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,634,552,425 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $888,411,607 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,536,383 | BOYAmt |
| EOY | $746,140,818 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,583,129 | BOYAmt |
| EOY | $1,388,650,639 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,292,332 | BOYAmt |
| EOY | $433,775,285 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,362,881 | BOYAmt |
| EOY | $5,363,915 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,481,576 | BOYAmt |
| EOY | $9,643,922 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,770,999 | BOYAmt |
| EOY | $98 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,186,813,439 | BOYAmt |
| EOY | $3,571,425,514 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $434,884,278 | BOYAmt |
| EOY | $426,879,128 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,174,039 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,363,734,134 | BOYAmt |
| EOY | $1,345,249,605 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,446,597 | BOYAmt |
| EOY | $444,014,798 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,187,407 | BOYAmt |
| EOY | $1,364,129,034 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,170,252,416 | BOYAmt |
| EOY | $3,581,446,604 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,561,023 | BOYAmt |
| EOY | -$10,021,090 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,561,023 | BOYAmt |
| EOY | -$10,021,090 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,186,813,439 | BOYAmt |
| EOY | $3,571,425,514 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,577,030 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$100,122,173 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$25,274,687 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $102,391,777 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 11 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (11 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| FORSYTH MEMORIAL HOSPITAL INC | ||||
| 560928089 | 3 | Yes (1) | $193,997,068 | $0 |
| FOUNDATION HEALTH SYSTEMS CORP | ||||
| 561373175 | 9 | Yes (1) | $57,324 | $0 |
| THE PRESBYTERIAN HOSPITAL | ||||
| 560554230 | 3 | Yes (1) | $174,359,547 | $0 |
| NOVANT MEDICAL GROUP INC | ||||
| 581728803 | 3 | Yes (1) | $52,113,992 | $0 |
| ROWAN REGIONAL MEDICAL CENTER INC | ||||
| 560547479 | 3 | Yes (1) | $33,833,733 | $0 |
| COMMUNITY GENERAL HEALTH PARTNERS | ||||
| 560636250 | 3 | Yes (1) | $17,762,931 | $0 |
| MEDICAL PARK HOSPITAL | ||||
| 561340424 | 3 | Yes (1) | $12,671,779 | $0 |
| PRESBYTERIAN MEDICAL CARE CORP | ||||
| 561376368 | 3 | Yes (1) | $31,528,209 | $0 |
| PERSONAL CARE SERVICES | ||||
| 541291284 | 9 | 0 | $35,561 | $0 |
| PRINCE WILLIAM HOSPITAL | ||||
| 540696355 | 3 | Yes (1) | $7,964,294 | $0 |
| NMG SERVICES INC | ||||
| 562098809 | 9 | 0 | $2,114,927 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 11 | SupportedOrganizationsTotalCnt |
| Support Sum | $526,439,365 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | 0 | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 11G | NOVANT HEALTH, INC. PROVIDES STRATEGIC PLANNING, ADMINISTRATIVE SUPPORT, INVESTMENT GUIDANCE AND MONETARY SUPPORT TO THE SUPPORTED ORGANIZATIONS LISTED IN PART I. |
| PART IV, SEC A, L-I | THERE ARE OTHER PUBLICLY SUPPORTED ORGANIZATIONS WITHIN THE HEALTH SYSTEM THAT THE FILING ORGANIZATION SUPPORTS. THESE ORGANIZATIONS HAVE A CONTINUING RELATIONSHIP WITH THE FILING ORGANIZATION BY VIRTUE OF THEIR RELATIONSHIPS TO THE SPECIFIED SUPPORTED ORGANIZATIONS. BY REASON OF THIS RELATIONSHIP, A SUBSTANTIAL IDENTITY OF INTEREST HAS BEEN DEVELOPED BETWEEN THE ORGANIZATIONS THEREBY ESTABLISHING A HISTORIC AND CONTINUING RELATIONSHIP. |
| PART IV, SEC D, L-2 | CERTAIN OF THE SUPPORTED ORGANIZATIONS OFFICERS AND/OR DIRECTORS ARE APPOINTED/ELECTED TO THE FILING ORGANIZATION'S GOVERNING BODY AND AT LEAST ONE MEMBER OF THE FILING ORGANIZATION'S GOVERNING BODY SERVES ON THE GOVERNING BODY OF A SUPPORTED ORGANIZATION. THE FILING ORGANIZATION HAS AN ADEQUATE RELATIONSHIP WITH THE REMAINING SUPPORTED ORGANIZATIONS BECAUSE IT MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS/DIRECTORS OF THOSE ORGANIZATIONS. THESE RELATIONSHIPS ARE MAINTAINED THROUGH ONGOING COMMUNICATIONS, REGULAR MEETINGS INCLUDING ATTENDANCE AT BOARD MEETINGS OF THE SUPPORTED ORGANIZATIONS, AND JOINT PROJECTS. |
| PART IV, SEC D, L-3 | REPRESENTATIVES OF THE SUPPORTED ORGANIZATIONS PROVIDE ONGOING FEEDBACK AND GUIDANCE ON THE BUDGETING, OVERHEAD ALLOCATIONS AND ASSET PURCHASING AND UTILIZATION. |
| PART IV, SEC E, L-3A | THE ORGANIZATION HAS THE POWER TO REGULARLY APPOINT OR ELECT A MAJORITY OF OFFICERS, DIRECTORS OR TRUSTEES OF EACH SUPPORTED ORGANIZATION. |
| PART IV, SEC E, L-3B | THE FILING ORGANIZATION AS THE HEALTH SYSTEM PARENT PROVIDES ADMINISTRATIVE OVERSIGHT AND OVERSEES THE PROGRAMS, ACTIVITIES AND DIRECTION OF THE HEALTH SYSTEM SUPPORTED ORGANIZATIONS (WITH THEIR INPUT). THE FILING ORGANIZATION ASSUMES THESE ADMINISTRATIVE DUTIES IN ORDER TO ALLOW THE SUPPORTED ORGANIZATIONS TO FOCUS ON PURSUING THEIR EXEMPT PURPOSE. |
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 | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $186,620 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $93,137 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $279,757 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | LINE 1A THERE IS LIMITED ENGAGEMENT OF THE BOARD. LINE 1B THERE ARE THREE FULL TIME GOVERNMENT RELATIONS STAFF POSITIONS AND MINIMAL TIME OF SENIOR LEADERS. LINE 1G REGULAR DIRECT CONTACT IS MADE BY THE FULL TIME GOVERNMENT RELATIONS STAFF AND LIMITED CONTACT BY SENIOR LEADERS DURING ADVOCACY DAY. LINE 1I DUES PAID TO CERTAIN ORGANIZATIONS WHICH INCLUDE A PORTION RELATED TO LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,325,193 | OtherCostOrOtherBasisAmt |
| Book Value | $86,325,193 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $638,379,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $325,286,442 | DepreciationAmt |
| Book Value | $313,092,962 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,185,466 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,758,272 | DepreciationAmt |
| Book Value | $13,427,194 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $400,143,983 | OtherCostOrOtherBasisAmt |
| Depreciation | $317,506,086 | DepreciationAmt |
| Book Value | $82,637,897 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $468,518,379 | OtherCostOrOtherBasisAmt |
| Depreciation | $217,860,807 | DepreciationAmt |
| Book Value | $250,657,572 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $746,140,818 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| OTHER SECURITIES | $301,179,078 | F |
| INVESTMENTS IN AFFILIATES | $132,596,207 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $433,775,285 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $101,539 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LIABILITIES | $62,211,667 |
| DUE TO AFFILIATES | $1,300,619,260 |
| THIRD PARTY PAYMENT PAYABLE | $1,196,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,364,129,034 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PART X, LINE 2: LIABILITY UNDER FIN 48 (ASC 740) FOOTNOTE THE AUDIT FOR NOVANT HEALTH AND ITS AFFILIATES IS PREPARED ON A CONSOLIDATED BASIS. THE COMPANY IS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THIS EVALUATION INCLUDES A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF OUR FOR-PROFIT SUBSIDIARIES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE COMPANY'S CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2015 AND 2014. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | CAPTIVE INSURER | $10,690,000 |
| CENTRAL AMERICA AND THE CARIBBEAN | INVESTMENTS | $440,819,000 |
| EUROPE | INVESTMENTS | $115,616,000 |
| NORTH AMERICA | INVESTMENTS | $5,498,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $572,623,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $572,623,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | 0 | FPGReferenceDiscountedCareInd |
| Free Care Medically Indigent | 0 | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,808,830 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,808,830 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04120 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $18,882,881 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,150,140 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,732,741 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02830 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $28,691,711 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,150,140 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,541,571 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06950 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $21,590 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $21,590 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $289,202 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $289,202 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00120 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,335,713 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $669,310 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $666,403 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00280 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $87,465 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $87,465 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,733,970 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $669,310 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,064,660 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00450 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $30,425,681 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,819,450 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $17,606,231 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07400 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,000 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $53,853 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $53,853 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $25,650 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $25,650 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,578 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,578 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,000 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,000 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $650 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $650 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $93,731 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $93,731 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $6,302,087 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $26,729,457 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $29,262,866 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,533,409 | 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 (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | 0 | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 ENDOSCOPY CENTER OF LAKE NORMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.51000 | OrgProfitOrOwnershipPct |
| Ofcr Etc Profit Or Ownership | 0.00000 | OfcrEtcProfitOrOwnershipPct |
| Physicians Profit Or Ownership | 0.49000 | 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 | NH BRUNSWICK MEDICAL CENTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 HOSPITAL DRIVE NE | AddressLine1Txt |
| City | BOLIVIA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.NOVANTHEALTH.ORG | WebsiteAddressTxt |
| State License | H0250 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NH BRUNSWICK MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 13 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Other Website URL | WWW.NOVANTHEALTH.ORG | OtherWebsiteURLTxt |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 13 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | WWW.NOVANTHEALTH.ORG | StrategyWebsiteURLTxt |
| Strategy Attached | 0 | StrategyAttachedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 300.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 0.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | 0 | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE SECTION C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE SECTION C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE SECTION C | 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 |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Documented Elig Determination | Yes (X) | DocumentedEligDeterminationInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Other Method Used | Yes (X) | OtherMethodUsedInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | Yes (1) | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NH BRUNSWICK MEDICAL CENTER | PART V, SECTION B, LINE 5: WHILE CONDUCTING THE CHNA, THE HOSPITAL FACILITY(IES) SOLICITED INPUT FROM, AND CONSULTED WITH, A VARIETY OF COMMUNITY REPRESENTATIVES INCLUDING, BUT NOT LIMITED TO, REPRESENTATIVES OF CITY AND COUNTY GOVERNMENT INCLUDING HEALTH DEPARTMENTS, COMMUNITY-BASED ORGANIZATIONS, FOUNDATIONS, CHURCHES, COLLEGES/UNIVERSITIES, COMMUNITY COALITIONS AND OTHER SOCIAL SERVICE AGENCIES. THE SCOPE OF EXPERTISE WAS BROAD AND INCLUDED SUCH AREAS AS PUBLIC HEALTH, MINORITY POPULATIONS, HEALTH DISPARITIES, AND SOCIAL SERVICES. THE ORGANIZATION IS A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. WHERE POSSIBLE, WE HAVE LEVERAGED THE RESOURCES OF THE ORGANIZATION TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES. |
| NH BRUNSWICK MEDICAL CENTER | PART V, SECTION B, LINE 11: THE HOSPITAL FACILITY(IES) IS/ARE A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. THE FACILITY'S CHNA IDENTIFIED MULTIPLE NEEDS FOR THE COMMUNITY SERVED. THE NEEDS IDENTIFIED WERE REVIEWED AND PRIORITIZED BY THE CHNA RESOURCE GROUP AND SUBSEQUENTLY BY THE ORGANIZATION'S BOARD AND THE NOVANT HEALTH EXECUTIVE TEAM. THEY EVALUATED EACH DOCUMENTED NEED AND ITS INTERSECTION WITH THE ORGANIZATION'S VISION, COMMITMENTS, AND KEY STRENGTHS BEFORE FURTHER PRIORITIZING THE HEALTH NEEDS AND AGREEING UPON THE TOP HEALTH PRIORITIES TO BE ADDRESSED. WHERE POSSIBLE, WE HAVE LEVERAGED THE SYSTEM'S STRENGTHS AND RESOURCES TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES. NOVANT HEALTH AND EACH OF ITS HOSPITAL FACILITIES HAVE ADOPTED AND EXECUTED AN IMPLEMENTATION STRATEGY THAT ADDRESSES THE PRIORITIZED COMMUNITY HEALTH NEEDS FROM THE CHNAS. THE IMPLEMENTATION STRATEGIES OUTLINE THE PLAN THAT THE HOSPITAL FACILITY(IES) WILL UNDERTAKE TO MEET THOSE HEALTH NEEDS IN EACH OF ITS COMMUNITIES. CERTAIN NEEDS THAT WERE IDENTIFIED BY THE CHNA HAVE NOT BEEN ADDRESSED. IT WAS DETERMINED THAT THERE ARE OTHER RESOURCES IN THE COMMUNITY THAT CAN MORE APPROPRIATELY ADDRESS THESE NEEDS BASED ON SCOPE OF SERVICES AND SKILL SET. FOR MORE DETAILED INFORMATION, REFER TO THE PUBLICLY AVAILABLE IMPLEMENTATION PLAN AVAILABLE ON THE WEBSITE; REFER TO THE URL GIVEN PREVIOUSLY FOR THE POSTING OF THE PLAN. |
| NH BRUNSWICK MEDICAL CENTER | PART V, SECTION B, LINE 13H: OTHER ELIGIBILITY CRITERIA EXPLAINED IN THE NOVANT HEALTH FAP INCLUDE THE FOLLOWING: FREE CARE IS ONLY APPLICABLE TO MEDICALLY NECESSARY SERVICES; PROVIDER BASED PHYSICIAN CLINICS REQUIRE THAT PATIENTS MUST HAVE BEEN TREATED BY A NOVANT HEALTH MEDICAL GROUP PRIMARY CARE PHYSICIAN WITHIN THE PREVIOUS THREE YEARS; PATIENTS MUST BE UNABLE TO ACCESS ENTITLEMENT PROGRAMS; PATIENTS WITH SPECIAL CIRCUMSTANCES SUCH AS BANKRUPTCY MAY ALSO BE ELIGIBLE FOR CHARITY CARE. NH BRUNSWICK MEDICAL CENTER PART V, LINE 16A, FAP WEBSITE:HTTP://WWW.NOVANTHEALTH.ORG/HOME/PATIENTS--VISITORS/YOUR-HEALTHCARE-COSTS/FINANCIAL-ASSISTANCE-FOR-THE-UNINSURED.ASPXNH BRUNSWICK MEDICAL CENTER PART V, LINE 16B, FAP APPLICATION WEBSITE:HTTP://WWW.NOVANTHEALTH.ORG/HOME/PATIENTS--VISITORS/YOUR-HEALTHCARE-COSTS/FINANCIAL-ASSISTANCE-FOR-THE-UNINSURED.ASPXNH BRUNSWICK MEDICAL CENTER PART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTP://WWW.NOVANTHEALTH.ORG/HOME/PATIENTS--VISITORS/YOUR-HEALTHCARE-COSTS/FINANCIAL-ASSISTANCE-FOR-THE-UNINSURED.ASPX |
| NH BRUNSWICK MEDICAL CENTER | PART V, SECTION B, LINE 22D: AFTER APPLICATION AND APPROVAL, ALL FINANCIAL ASSISTANCE POLICY (FAP) ELIGIBLE PATIENTS RECEIVE 100% FREE CARE AND THEREFORE ARE NOT CHARGED FOR CARE AND DO NOT RECEIVE BILLS ONCE FAP ELIGIBILITY HAS BEEN ESTABLISHED. ALL PATIENTS DO RECEIVE INFORMATIONAL STATEMENTS WHICH INCLUDE TOTAL CHARGES LESS ANY NON-FINANCIAL ASSISTANCE POLICY ADJUSTMENTS. |
| NH BRUNSWICK MEDICAL CENTER | PART V, SECTION B, LINE 24: IT IS POSSIBLE FOR A FINANCIAL ASSISTANCE POLICY (FAP) ELIGIBLE PATIENT TO BE CHARGED AN AMOUNT EQUAL TO THE GROSS CHARGE FOR A NON-EMERGENCY OR NON-MEDICALLY NECESSARY SERVICE. HOWEVER, IF THE SERVICE IS DEEMED AN EMERGENCY OR A MEDICAL NECESSITY, THEN THE FAP ELIGIBLE PATIENT WOULD NOT BE CHARGED FOR CARE AND WOULD NOT RECEIVE A BILL ONCE FAP ELIGIBILITY HAD BEEN ESTABLISHED. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 6 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|
| 1 - ENDOSCOPY CENTER OF LAKE NORMAN | |||||
| 16525 HOLLY CREST LANE | HUNTERSVILLE | NC | 28078 | ENDOSCOPY CENTER | |
| 2 - NH BALLANTYNE OUTPATIENT SURGERY | |||||
| 14215 BALLANTYNE CORPORATE PL STE | CHARLOTTE | NC | 28277 | AMBULATORY SURGERY CENTER | 210 |
| 3 - NH BREAST CENTER | |||||
| 1718 EAST 4TH STREET | CHARLOTTE | NC | 28204 | IMAGING CENTER | |
| 4 - NH HUNTERSVILLE OUTPATIENT SURGERY | |||||
| 10030 GILEAD ROAD | HUNTERSVILLE | NC | 28078 | AMBULATORY SURGERY CENTER | |
| 5 - NH IMAGING BALLANTYNE | |||||
| 14215 BALLANTYNE CORPORATE PL STE | CHARLOTTE | NC | 28277 | IMAGING CENTER | 140 |
| 6 - NH IMAGING STEELE CREEK | |||||
| 13557 STEELECROFT PKWY SUITE 1100 | CHARLOTTE | NC | 28278 | IMAGING CENTER | |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | OTHER CRITERIA BESIDES INCOME AND FPG USED IN DETERMINING ELIGIBILITY FOR FREE CARE INCLUDE: (1) RESIDENCY - PATIENTS MUST RESIDE WITHIN THE SERVICE AREA OF THE HOSPITAL; (2) THE KIND OF SERVICE PROVIDED - ONLY MEDICALLY NECESSARY SERVICES ARE COVERED; (3) PATIENT STATUS - IN PROVIDER BASED PHYSICIAN CLINICS, PATIENTS MUST HAVE BEEN TREATED BY A NOVANT HEALTH MEDICAL GROUP PRIMARY CARE PHYSICIAN WITHIN THE PREVIOUS THREE YEARS; AND (4) ACCESS TO HEALTH CARE COVERAGE - PATIENTS MUST BE UNABLE TO ACCESS EMPLOYER SPONSORED HEALTH PLANS OR ENTITLEMENT PROGRAMS. LASTLY, THE PATIENT MUST BE WITHOUT SUBSTANTIAL LIQUID ASSETS (I.E. CASH-ON-HAND). ASSETS SUCH AS HOUSES, CARS, PENALIZED RETIREMENT SAVINGS FUNDS, ETC. ARE NOT CONSIDERED LIQUID ASSETS. SUBSTANTIAL ASSETS ARE DEFINED AS ENOUGH CASH-ON-HAND TO COVER THE MEDICAL EXPENSES WITHOUT PLACING A HARDSHIP ON THE PATIENT. PATIENTS WITH SPECIAL CIRCUMSTANCES SUCH AS BANKRUPTCY MAY ALSO BE ELIGIBLE FOR CHARITY CARE; DETERMINATION IS MADE ON A CASE BY CASE BASIS UNDER THESE CIRCUMSTANCES. |
| PART I, LINE 7: | COSTS REPORTED IN THE TABLE FOR CHARITY CARE AND CERTAIN OTHER COMMUNITY BENEFITS AMOUNTS ARE CALCULATED USING AN ENTITY SPECIFIC COST TO CHARGE RATIO BASED ON WORKSHEET 2 (CCR). |
| PART I, LN 7 COL(F): | THE AMOUNT OF BAD DEBT REMOVED FROM TOTAL EXPENSES (DENOMINATOR) WAS $6,302,087. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | THE ORGANIZATION IS A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. NOVANT HEALTH'S COMMUNITY BUILDING ACTIVITIES IMPACTS THE HEALTH OF OUR COMMUNITY THROUGH PARTNERSHIPS WITH LOCAL AGENCIES DEDICATED TO IMPROVING THE LIVES OF ALL INDIVIDUALS. OUTREACH INCLUDES PROVIDING SUPPORT FOR ORGANIZATIONS SUCH AS HABITAT FOR HUMANITY AND LOCAL CHAMBERS OF COMMERCE, ASSISTING WITH COMMUNITY/COUNTY COALITIONS, PROVIDING EDUCATIONAL SEMINARS AND TRAINING FOR COMMUNITY WORKFORCES, AND SUPPORTING COMMUNITY AGENCIES SUCH AS ROTARY, LIONS CLUBS AND MORE. THROUGH EACH OF THESE PARTNER AGENCIES, NOVANT HEALTH ADDRESSES THE UNDERLYING ISSUES IMPACTING THE HEALTH OF OUR COMMUNITIES AND ENSURES THAT OUR COMMUNITIES GROW FOR YEARS TO COME. |
| PART III, LINE 2: | THE ALLOWANCE FOR BAD DEBT IS DETERMINED BASED ON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS, BUSINESS AND ECONOMIC CONDITIONS, THE AGE OF THE ACCOUNTS, TRENDS IN FEDERAL AND STATE GOVERNMENTAL HEALTHCARE COVERAGE, AND OTHER COLLECTION INDICATORS. |
| PART III, LINE 4: | THE ORGANIZATION'S BAD DEBT EXPENSE (AT COST) ON LINE 2 IS CALCULATED USING THE SAME METHODOLOGY AS CHARITY CARE AND OTHER COMMUNITY BENEFITS USING AN ENTITY SPECIFIC COST TO CHARGE RATIO (CCR). FOOTNOTE 2 (ACCOUNTS RECEIVABLE) ON PAGE 7 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE BAD DEBT EXPENSE. |
| PART III, LINE 8: | THE METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS REPORTED IN THE ORGANIZATION'S MEDICARE COST REPORT AS REFLECTED IN THE AMOUNT REPORTED IN PART III, LINE 6 IS DETERMINED BY FOLLOWING THE MEDICARE PRINCIPLES OF ALLOWABLE COSTS. COST FOR THE OVERHEAD DEPARTMENTS ARE STEPPED DOWN TO THE REMAINING COST CENTERS BASED ON STATISTICS FOR EACH OVERHEAD COST CENTER. ONCE THE STEP-DOWN PROCESS IS COMPLETE, A RATIO OF COST TO CHARGES IS DEVELOPED FOR EACH COST CENTER. THE CCR IS THEN APPLIED TO THE MEDICARE REVENUE BY COST CENTER AND TOTALED. IT SHOULD BE NOTED THAT THE MEDICARE COST REPORTS DO NOT ADDRESS ANY MANAGED CARE MEDICARE REVENUES, COSTS, OR RELATED SHORTFALL. THE TOTAL REVENUES REPORTED AS RECEIVED FROM MEDICARE IN LINE 5 OF SECTION B ARE ONLY REPRESENTATIVE OF MEDICARE FEE FOR SERVICE PAYMENTS RECEIVED. THE ALLOWABLE COSTS ON LINE 6 ARE SIGNIFICANTLY LOWER THAN THE ACTUAL EXPENDITURES. AS SUCH, THE SHORTFALL IS UNDERESTIMATED. EVERY HOSPITAL TREATS MEDICARE PATIENTS. SOME HOSPITALS ARE LOCATED IN HIGH MEDICARE POPULATION AREAS; OTHERS PROVIDE SERVICES DISPROPORTIONATELY USED BY MEDICARE PATIENTS. MEDICARE RATES AND NUMBERS OF MEDICARE PATIENTS ARE NOT NEGOTIATED. AS REIMBURSEMENT RATES DECLINE RELATIVE TO COSTS OF CARE, HOSPITALS CONTINUE TO SERVE THE MEDICARE POPULATION. WITHOUT THIS SERVICE THESE PATIENTS WOULD BECOME AN OBLIGATION ON THE GOVERNMENT. ANY UNREIMBURSED COSTS OF THIS CARE ARE A COMMUNITY BENEFIT PROVIDED BY THE HOSPITAL TO THE COMMUNITY AND GOVERNMENT. |
| PART III, LINE 9B: | THE ORGANIZATION'S BILLING AND COLLECTIONS POLICY DOES EXPLAIN ACTIONS AGAINST PATIENTS WHO HAVE OUTSTANDING DELINQUENT AMOUNTS, BUT THE POLICY DOES NOT CONTAIN PROVISIONS FOR COLLECTION PRACTICES AGAINST PATIENTS WHO ARE ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY (FAP) BECAUSE FAP ELIGIBLE PATIENTS RECEIVE 100% FREE CARE AND THEREFORE DO NOT RECEIVE BILLS ONCE FAP ELIGIBILITY HAS BEEN ESTABLISHED. |
| PART VI, LINE 2: | PART VI, LINE 2: NEEDS ASSESSMENTTHE ORGANIZATION IS PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM, WHICH HAS A COMMUNITY BENEFIT DEPARTMENT ("CB DEPARTMENT") COMPRISED OF COMMUNITY BENEFIT PROFESSIONALS AND AN ASSOCIATED ADVISORY WORKING GROUP ("THE COMMUNITY BENEFIT GROUP") THAT INCLUDES REPRESENTATIVES FROM INTERNAL AUDIT, LEGAL, AND TAX. THE CB DEPARTMENT IS RESPONSIBLE FOR COORDINATING THE PREPARATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) FOR EACH HOSPITAL WITHIN THE SYSTEM, INCLUDING THE CHNAS REPORTED IN PART V, SECTION B. EACH HOSPITAL AND THE COMMUNITY BENEFIT GROUP WORK TOGETHER TO IDENTIFY ORGANIZATIONS AND RESOURCES WITHIN ITS COMMUNITY THAT CONTRIBUTE TO THE PROCESS. THESE ORGANIZATIONS AND RESOURCES INCLUDE PUBLIC HEALTH DEPARTMENTS, LOCAL COMMUNITY COALITIONS REPRESENTING THE MEDICALLY UNDERSERVED, UNITED WAY, LOCAL UNIVERSITIES, ETC. COMMUNITY HEALTH ASSESSMENTS PREPARED BY OTHER ORGANIZATIONS IN THE COMMUNITY ARE USED IN COMBINATION WITH INTERNAL HOSPITAL DATA AND INFORMATION COLLECTED FROM LOCAL AGENCIES TO PREPARE THE HOSPITAL'S CHNA. IN ADDITION TO ADDRESSING NEEDS IDENTIFIED THROUGH THE CHNA, EACH HOSPITAL MAY RESPOND TO REQUESTS FOR SPECIFIC COMMUNITY BENEFIT ACTIVITIES OR PROGRAMS FROM PUBLIC AGENCIES OR COMMUNITY GROUPS. |
| PART VI, LINE 3: | PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCETHE ORGANIZATION IS PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS A NOT-FOR-PROFIT ORGANIZATION, NOVANT HEALTH IS COMMITTED TO PROVIDING OUTSTANDING HEALTHCARE TO ALL MEMBERS OF OUR COMMUNITIES, REGARDLESS OF THEIR ABILITY TO PAY. OUR ACUTE CARE FACILITIES PROVIDE CARE IN 35 COUNTIES ACROSS FOUR STATES. ADDITIONALLY, OUR PHYSICIANS AND ACUTE CARE FACILITIES OFFER CARE TO NATIONAL AND INTERNATIONAL MISSION PATIENTS. OUR FINANCIAL COUNSELING TEAMS ARE CONSTANTLY WORKING WITH THE PATIENTS WITHIN OUR COMMUNITIES TO UNDERSTAND THEIR NEEDS AND ENSURE THAT OUR POLICIES AND PROCESSES ADDRESS THESE NEEDS. WE ALSO MAINTAIN CONTRACTS WITH MEDICAID ELIGIBILITY VENDORS. THESE TEAMS OFFER ADDITIONAL SUPPORT IN PROCESSING AND ASSESSING HOW WE SERVE THE FINANCIAL NEEDS OF OUR PATIENTS. BASED ON THE ASSESSMENTS OF OUR COMMUNITIES, NOVANT HEALTH HAS DEVELOPED FINANCIAL ASSISTANCE POLICIES AND PROGRAMS THAT ADDRESS THE FINANCIAL NEEDS OF OUR PATIENTS. WE PRIDE OURSELVES ON THE TRANSPARENCY OF OUR PROGRAMS AND THE EDUCATION WE OFFER OUR PATIENTS AROUND OUR FINANCIAL ASSISTANCE POLICIES. OUR PROGRAMS ARE DOCUMENTED ON OUR WEBSITE, ALONG WITH CONTACT INFORMATION FOR OUR FINANCIAL COUNSELORS. ADDITIONALLY, OUR PROGRAMS ARE DOCUMENTED ON PATIENT FLYERS THROUGHOUT THE NOVANT HEALTH AFFILIATED FACILITIES AND PHYSICIAN OFFICES. OUR PATIENT ACCESS SPECIALISTS, FINANCIAL COUNSELORS AND BUSINESS OFFICE TEAMS WORK WITH ALL ELIGIBLE PATIENTS TO EDUCATE THEM ON THE VARIOUS OPTIONS AVAILABLE VIA OUR FINANCIAL ASSISTANCE PROGRAMS OR GOVERNMENT SPONSORED CARE. THEY ALSO REFERENCE OUR FINANCIAL ASSISTANCE POLICY IN ALL CONVERSATIONS RELATED TO PATIENTS BILLS. FINALLY, WE WORK WITH LOCAL AREA FREE HEALTH CLINICS AND OTHER CHARITABLE ORGANIZATIONS TO PROVIDE CONTINUATION OF CARE FOR THEIR PATIENTS. IN ADDITION TO OUR FINANCIAL COUNSELING PROCESSES USED TO IDENTIFY CHARITY CARE PATIENTS, OUR COLLECTIONS PROCESSES WITHIN OUR BUSINESS OFFICES ALSO HELP IDENTIFY PATIENTS WHO ARE ALREADY ELIGIBLE FOR CHARITY OR WHO MAY BE ELIGIBLE BASED ON THEIR STATUS WITHIN THE FEDERAL POVERTY GUIDELINES ("FPG"). WE UTILIZE PREVIOUSLY SUBMITTED PATIENT DOCUMENTATION AND CREDIT AGENCY REPORTED FPG FOR DETERMINATION. SUPPORTING DOCUMENTS ARE VALID 6 MONTHS FROM THE DATE OF SUBMISSION. OUR POLICIES ARE CONSIDERED FLUID AND ARE UPDATED FREQUENTLY BASED ON LOCAL AND NATIONAL MARKET STANDARDS AND NATIONAL ECONOMIC CONDITIONS. ANY UPDATES TO OUR POLICIES REQUIRE MULTI-LEVEL LEADERSHIP APPROVAL AND ARE ULTIMATELY APPROVED BY THE NOVANT HEALTH EXECUTIVE TEAM AND/OR THE NOVANT HEALTH BOARD OF DIRECTORS. |
| PART VI, LINE 4: | PART VI, LINE 4: COMMUNITY INFORMATIONTHE NOVANT HEALTH, INC. FORM 990 INCLUDES THE OPERATIONS OF ONE HOSPITAL. BRUNSWICK COMMUNITY HOSPITAL, LLC DBA NOVANT HEALTH BRUNSWICK MEDICAL CENTER THE ORGANIZATION DEFINES ITS COMMUNITY BY ITS PRIMARY SERVICE AREA, WHICH IS BRUNSWICK COUNTY, NORTH CAROLINA. THIS IS A RURAL AREA. THERE ARE TWO ACUTE CARE HOSPITALS IN THE COMMUNITY, ONE OF WHICH IS THE ORGANIZATION. THE OTHER HOSPITAL IS DESIGNATED AS A CRITICAL ACCESS HOSPITAL. ACCORDING TO SG2 DATA, THE SPECIFIC POPULATION GROUPS (ETHNIC AND CULTURAL) ARE AS FOLLOWS: WHITE NON-HISPANIC (264,721) 78.3%; BLACK NON-HISPANIC (43,056) 12.7%; HISPANIC (17,924) 5.3%; ASIAN AND PACIFIC ISLAND (4,264) 1.3%; OTHERS (8,168) 2.4%; FOR A TOTAL POPULATION OF 338 ,133 . ACCORDING TO US CENSUS BUREAU DATA, THE MEDIAN HOUSEHOLD INCOME LEVEL WAS $46,955. ACCORDING TO SG2 DATA, THE AGE BREAKDOWN IS AS FOLLOWS: 0-17 YEARS (64,644) 19.1%; 18-64 YEARS (208,062) 61.5%; 65+ YEARS (65,427) 19.3%. |
| PART VI, LINE 5: | PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTH THE ORGANIZATION FURTHERS ITS EXEMPT PURPOSES BY DOING THE FOLLOWING:1. ADOPTING A CHARITY CARE POLICY, WHICH PROVIDES FREE CARE TO INDIVIDUALS WHOSE INCOME IS AT OR BELOW 300% OF THE FEDERAL POVERTY LEVEL;2. REMAINING CERTIFIED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PROVIDE SERVICES TO ALL BENEFICIARIES OF MEDICARE, MEDICAID, AND OTHER GOVERNMENT PAYMENT PROGRAMS, AND PROVIDING SERVICES IN A NONDISCRIMINATORY MANNER TO SUCH BENEFICIARIES;3. OPERATING A FULL-TIME EMERGENCY ROOM WHICH IS OPEN TO AND ACCEPTS ALL PERSONS, REGARDLESS OF THEIR ABILITY TO PAY;4. MAINTAINING AN OPEN MEDICAL STAFF, SUBJECT TO EXCLUSIVE CONTRACTS FOR HOSPITAL-BASED SERVICES SUCH AS ANESTHESIOLOGY, RADIOLOGY, PATHOLOGY, HOSPITALIST, AND EMERGENCY DEPARTMENT SERVICES, TO THE EXTENT AN EXCLUSIVE CONTRACT FOR THOSE SERVICES IS REQUIRED TO OBTAIN PROPER STAFFING COVERAGE OR TO PERMIT A MORE EFFICIENT DELIVERY OF THOSE SERVICES WITHIN THE HOSPITAL FACILITY;5. MAINTAINING A GOVERNING BOARD CONSISTING PRIMARILY OF A BROAD CROSS-SECTION OF LEADERS IN THE COMMUNITY;6. ADOPTING AND APPLYING A CONFLICT OF INTEREST POLICY, WHICH APPLIES TO THE GOVERNING BOARD AND ORGANIZATION OFFICERS;7. PROVIDING HEALTH EDUCATION LECTURES AND WORKSHOPS;8. PROVIDING HEALTH FAIRS, EDUCATION ON SPECIFIC DISEASES OR CONDITIONS, AND HEALTH PROMOTION AND WELLNESS PROGRAMS TO THE COMMUNITIES IT SERVES;9. PROVIDING SUPPORT GROUPS AND SELF HELP PROGRAMS TO THE COMMUNITIES IT SERVES;10. PROVIDING COMMUNITY-BASED CLINICAL SERVICES, INCLUDING WITHOUT LIMITATION, HEALTH SCREENINGS AND CLINICS FOR UNINSURED OR UNDERINSURED PERSONS TO THE COMMUNITIES IT SERVES;11. PROVIDING HEALTHCARE SUPPORT SERVICES, INCLUDING WITHOUT LIMITATION, INFORMATION AND REFERRAL TO COMMUNITY SERVICES, CASE MANAGEMENT OF UNDERINSURED AND UNINSURED PERSONS, TELEPHONE INFORMATION SERVICES AND ASSISTANCE TO ENROLL IN PUBLIC PROGRAMS, SUCH AS STATE CHILDREN'S HEALTH INSURANCE PROGRAM (SCHIP) AND MEDICAID TO THE COMMUNITIES IT SERVES;12. PROVIDING SUBSIDIZED HEALTH SERVICES AND CLINICAL PROGRAMS TO THE COMMUNITIES IT SERVES;13. PROVIDING CASH AND IN-KIND CONTRIBUTIONS TO NONPROFIT COMMUNITY HEALTHCARE ORGANIZATIONS IN THE COMMUNITIES IT SERVES; AND14. GENERALLY PROMOTING THE HEALTH, WELLNESS, AND WELFARE OF THE COMMUNITIES IT SERVES BY PROVIDING QUALITY HEALTHCARE SERVICES AT REASONABLE COST.FOR SPECIFIC EXAMPLES OF THIS ORGANIZATION'S COMMUNITY BENEFIT ACTIVITIES, WHICH FURTHER THE ORGANIZATION'S EXEMPT PURPOSES (AND THOSE OF ALL HOSPITALS AND HEALTHCARE FACILITIES IN THE SAME HEALTHCARE SYSTEM), PLEASE SEE THE NOVANT HEALTH COMMUNITY BENEFIT REPORT, LOCATED AT HTTP://WWW.NOVANTHEALTH.ORG/HOME/ABOUT-US/COMPANY-INFORMATION/FINANCIAL -PROFILE/COMMUNITY-BENEFIT-REPORT.ASPX.PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES. |
| PART VI, LINE 6: | PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEMTHE ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICE PROVIDERS. NOVANT HEALTH IS RANKED AS ONE OF OUR NATION'S TOP 20 INTEGRATED HEALTHCARE SYSTEMS - CARING FOR PATIENTS AND COMMUNITIES IN GEORGIA, NORTH CAROLINA, SOUTH CAROLINA, AND VIRGINIA. EACH HOSPITAL PROVIDES SUBSTANTIAL COMMUNITY BENEFIT TO THE COMMUNITY IT SERVES, AS REPORTED INDIVIDUALLY ON EACH HOSPITAL'S FORM 990, SCHEDULE H. THE COMMUNITY BENEFIT OF THE SYSTEM AS A WHOLE IS DOCUMENTED IN A SYSTEM-WIDE COMMUNITY BENEFIT REPORT, LOCATED AT HTTP://WWW.NOVANTHEALTH.ORG/HOME/ABOUT-US/COMPANY-INFORMATION/FINANCIAL -PROFILE/COMMUNITY-BENEFIT-REPORT.ASPX. PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES. THERE ARE SIGNIFICANT COMMUNITY BENEFIT ACTIVITIES WITHIN NOVANT HEALTH WHICH MAY NOT BE REPORTABLE ON A SCHEDULE H BECAUSE THEY ARE NOT CONDUCTED BY AN ENTITY WHICH OWNS OR OPERATES A HOSPITAL.IN ADDITION TO HOSPITALS, NOVANT HEALTH INCLUDES A PHYSICIAN ORGANIZATION WITH PRACTICES IN GEORGIA, NORTH CAROLINA, SOUTH CAROLINA, AND VIRGINIA AND FIVE HOSPITAL FOUNDATIONS WHICH SUPPORT AND ENHANCE THE ACTIVITIES IN THOSE HOSPITALS' COMMUNITIES. FURTHER, NOVANT HEALTH INCLUDES AMBULATORY SURGERY CENTERS, IMAGING CENTERS, REHABILITATION CENTERS, AND OTHER OUTPATIENT FACILITIES; ALL DEDICATED TO PROMOTING THE HEALTH OF THEIR RESPECTIVE COMMUNITIES. |
| PART VI, LINE 7: STATE FILING OF COMMUNITY BENEFIT REPORT | NOVANT HEALTH, INC. FILES A SYSTEM-WIDE COMMUNITY BENEFIT REPORT PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES WITH THE NORTH CAROLINA MEDICAL CARE COMMISSION AS PART OF THE DOCUMENTATION REQUIRED FOR THE ISSUANCE OF TAX EXEMPT BOND FINANCING. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| WINSTON SALEM FOUNDATION | |||||||
| 751 W FOURTH ST STE 200 | WINSTON SALEM | NC | 27101 | 566037615 | 501(C)(3) | $260,000 | COMMUNITY OUTREACH |
| CHARLOTTE REGIONAL PARTNERSHIP | |||||||
| 550 SOUTH CALDWELL ST STE 760 | CHARLOTTE | NC | 28202 | 581457132 | 501(C)(3) | $45,000 | COMMUNITY OUTREACH |
| FRIENDS OF WILKES COUNTY LIBRARY | |||||||
| 215 10TH ST | NORTH WILKESBORO | NC | 28659 | 510185352 | 501(C)(3) | $10,000 | COMMUNITY OUTREACH |
| ROWAN REGIONAL MEDICAL CENTER FOUNDATION | |||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561424818 | 501(C)(3) | $75,000 | COMMUNITY OUTREACH |
| (no name) | |||||||
| COMMUNITY OUTREACH | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | THE FILING ORGANIZATION IS PART OF THE INTEGRATED HEALTHCARE SYSTEM OPERATED BY NOVANT HEALTH, INC. ("NOVANT HEALTH"), THE PARENT ORGANIZATION. NOVANT HEALTH'S BYLAWS AUTHORIZE IT TO ESTABLISH CERTAIN POLICIES FOR ALL OF ITS SUBSIDIARIES WITHIN THE SYSTEM. NOVANT HEALTH HAS ESTABLISHED A SYSTEM-WIDE CORPORATE POLICY WITH STANDARDIZED GUIDELINES THAT ARE TO BE USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE FILING ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS ARE MAINTAINED VIA THE GENERAL LEDGER. FUNDS ARE GENERALLY NOT TRACKED AFTER BEING GRANTED, AS THE ORIGINAL ELIGIBILITY AND SELECTION CRITERIA HAVE ALREADY BEEN MET. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (37 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMATO CARL | ||||||||||||||
| CEO & PRESIDENT NOVANT HEALTH | $1,306,659 | $0 | $1,019,029 | $0 | $518,288 | $0 | $59,400 | $0 | $35,263 | $0 | $2,938,639 | $0 | $7,500 | $0 |
| HARGETT FRED | ||||||||||||||
| EVP & CHIEF FINANCIAL OFFICER | $811,869 | $0 | $580,244 | $0 | $291,358 | $0 | $59,400 | $0 | $33,083 | $0 | $1,775,954 | $0 | $7,500 | $0 |
| MORRIS JOHN | ||||||||||||||
| ASST SEC | $261,368 | $0 | $48,750 | $0 | $5,512 | $0 | $48,854 | $0 | $28,077 | $0 | $392,561 | $0 | $0 | $0 |
| WALSH BETSY | ||||||||||||||
| ASST SEC | $260,834 | $0 | $60,000 | $0 | $5,355 | $0 | $43,788 | $0 | $30,116 | $0 | $400,093 | $0 | $7,500 | $0 |
| ALUKO AKINYELE MD | ||||||||||||||
| SVP NH HEART & VASCULAR | $464,570 | $0 | $253,371 | $0 | $12,494 | $0 | $131,893 | $0 | $20,929 | $0 | $883,257 | $0 | $0 | $0 |
| BEST DIANA | ||||||||||||||
| SVP CLINICAL IMPROVEMENT | $379,771 | $0 | $225,248 | $0 | $17,547 | $0 | $59,400 | $0 | $24,987 | $0 | $706,953 | $0 | $7,500 | $0 |
| BRUNSTETTER PETER | ||||||||||||||
| EVP & CHIEF LEGAL OFFICER | $475,707 | $0 | $305,850 | $0 | $29,740 | $0 | $157,824 | $0 | $31,202 | $0 | $1,000,323 | $0 | $0 | $0 |
| COOK DAVID MD | ||||||||||||||
| SVP & HEALTHCARE FUTURIST | $449,073 | $0 | $235,817 | $0 | $33,071 | $0 | $120,563 | $0 | $29,931 | $0 | $868,455 | $0 | $0 | $0 |
| CURETON JESSE | ||||||||||||||
| EVP & CHIEF CONSUMER OFFICER | $610,977 | $0 | $502,171 | $0 | $28,599 | $0 | $183,945 | $0 | $35,606 | $0 | $1,361,298 | $0 | $0 | $0 |
| DANIELS JACQUELINE | ||||||||||||||
| EVP & CHIEF ADMIN OFFICER | $605,353 | $0 | $479,929 | $0 | $31,105 | $0 | $65,400 | $0 | $17,151 | $0 | $1,198,938 | $0 | $7,500 | $0 |
| GARMON-BROWN OPHELIA MD | ||||||||||||||
| SVP COMM WELLNESS & EDUCATION | $367,120 | $0 | $288,402 | $0 | $22,266 | $0 | $119,207 | $0 | $27,344 | $0 | $824,339 | $0 | $7,500 | $0 |
| GARRETT DAVID | ||||||||||||||
| SVP CHIEF INFO OFFICER | $445,653 | $0 | $252,645 | $0 | $25,843 | $0 | $130,154 | $0 | $27,567 | $0 | $881,862 | $0 | $7,500 | $0 |
| JOHNSON TONY | ||||||||||||||
| SVP SUPPLY CHAIN/COO SHARED SV | $413,134 | $0 | $318,925 | $0 | $79,028 | $0 | $51,400 | $0 | $10,643 | $0 | $873,130 | $0 | $7,500 | $0 |
| LANGFORD KATHRYN | ||||||||||||||
| SVP NH/CLIN OPS | $405,966 | $0 | $234,045 | $0 | $22,277 | $0 | $124,096 | $0 | $16,084 | $0 | $802,468 | $0 | $7,500 | $0 |
| LINDSAY JEFFERY | ||||||||||||||
| EVP & CHIEF OPERATING OFFICER | $787,093 | $0 | $481,548 | $0 | $156,981 | $0 | $59,400 | $0 | $37,138 | $0 | $1,522,160 | $0 | $7,500 | $0 |
| MORGAN WAYNE | ||||||||||||||
| SVP & CHIEF INVEST OFFICER | $364,641 | $0 | $187,168 | $0 | $10,927 | $0 | $118,237 | $0 | $33,450 | $0 | $714,423 | $0 | $7,500 | $0 |
| MYERS SCOTT | ||||||||||||||
| SVP CORPORATE FINANCE | $359,267 | $0 | $181,976 | $0 | $17,928 | $0 | $117,021 | $0 | $11,565 | $0 | $687,757 | $0 | $7,500 | $0 |
| PATEFIELD MD ARTHUR | ||||||||||||||
| SVP & CHIEF MED INFO OFF | $409,043 | $0 | $253,110 | $0 | $31,599 | $0 | $65,400 | $0 | $35,819 | $0 | $794,971 | $0 | $7,500 | $0 |
| PHIPPS JOHN MD | ||||||||||||||
| EVP & PRESIDENT NHMG | $0 | $517,596 | $0 | $378,793 | $0 | $25,651 | $0 | $159,999 | $0 | $35,382 | $0 | $1,117,421 | $0 | $7,500 |
| SEEHAUSEN ROBERT | ||||||||||||||
| SVP BUSINESS DEV & SALES | $423,222 | $0 | $240,789 | $0 | $84,346 | $0 | $65,116 | $0 | $32,224 | $0 | $845,697 | $0 | $7,498 | $0 |
| SMITH-HILL JANET | ||||||||||||||
| EVP & CHIEF HR OFFICER | $420,648 | $0 | $241,871 | $0 | $24,625 | $0 | $118,600 | $0 | $30,642 | $0 | $836,386 | $0 | $7,500 | $0 |
| VINCENT PAULA | ||||||||||||||
| SVP NH | $118,606 | $252,429 | $206,746 | $0 | $34,803 | $9,743 | $17,500 | $39,624 | $3,538 | $10,714 | $381,193 | $312,510 | $0 | $7,500 |
| WOOLLEN THOMAS MD | ||||||||||||||
| SVP PHYSICIAN SERVICES | $383,358 | $0 | $194,500 | $0 | $20,751 | $0 | $121,650 | $0 | $35,802 | $0 | $756,061 | $0 | $7,500 | $0 |
| ZWENG THOMAS MD | ||||||||||||||
| EVP & CHIEF MEDICAL OFFICER | $540,299 | $0 | $355,277 | $0 | $31,615 | $0 | $170,124 | $0 | $41,134 | $0 | $1,138,449 | $0 | $7,500 | $0 |
| GREGORY CHERE MD | ||||||||||||||
| SVP WOMEN'S SERVICES | $359,866 | $0 | $180,717 | $0 | $11,547 | $0 | $111,045 | $0 | $28,263 | $0 | $691,438 | $0 | $0 | $0 |
| DUVALL DAVID | ||||||||||||||
| SVP MARKETING & COMMUNICATIONS | $345,205 | $0 | $168,036 | $0 | $16,591 | $0 | $115,680 | $0 | $23,309 | $0 | $668,821 | $0 | $0 | $0 |
| EASTERLING DONALD | ||||||||||||||
| SVP NH CONSUMER OPERATIONS | $360,556 | $0 | $154,900 | $0 | $29,311 | $0 | $102,900 | $0 | $22,825 | $0 | $670,492 | $0 | $0 | $0 |
| GRIFFIN JON | ||||||||||||||
| SVP FINANCIAL PLAN & ANALYSIS | $350,669 | $0 | $178,400 | $0 | $16,135 | $0 | $110,903 | $0 | $33,126 | $0 | $689,233 | $0 | $0 | $0 |
| PARK DAVID | ||||||||||||||
| SVP REAL ESTATE & CONSTRUCTION | $309,078 | $0 | $188,150 | $0 | $42,140 | $0 | $65,400 | $0 | $24,812 | $0 | $629,580 | $0 | $7,500 | $0 |
| VANCE AMY | ||||||||||||||
| SVP POPULATION HEALTH MGMT | $336,763 | $0 | $192,314 | $0 | $22,388 | $0 | $108,724 | $0 | $24,028 | $0 | $684,217 | $0 | $7,500 | $0 |
| WILES PAUL | ||||||||||||||
| FORMER CEO & PRESIDENT NOVANT HEALTH | $0 | $0 | $0 | $0 | $153,250 | $0 | $0 | $0 | $0 | $0 | $153,250 | $0 | $0 | $0 |
| BEIER GREGORY | ||||||||||||||
| FORMER EVP | $0 | $0 | $0 | $0 | $20,086 | $0 | $0 | $0 | $0 | $0 | $20,086 | $0 | $132,025 | $0 |
| BILLINGS DERRICK MARK | ||||||||||||||
| FORMER PRESIDENT NH SHARED SERVICES | $0 | $0 | $246,139 | $0 | $542,725 | $0 | $0 | $0 | $1,664 | $0 | $790,528 | $0 | $0 | $0 |
| GARDELLA JOHN MD | ||||||||||||||
| VP CLINICAL IMPROVEMENT | $305,769 | $0 | $182,074 | $0 | $12,198 | $0 | $54,730 | $0 | $20,933 | $0 | $575,704 | $0 | $0 | $0 |
| LINER SALLYE | ||||||||||||||
| FORMER EVP & CHIEF CLINICAL OFFICER | $271,727 | $0 | $440,395 | $0 | $21,687 | $0 | $54,893 | $0 | $10,689 | $0 | $799,391 | $0 | $7,500 | $0 |
| MILLER MARK | ||||||||||||||
| FORMER SVP OPERATIONAL FINANCE | $26,685 | $0 | $347,558 | $0 | $450,780 | $0 | $20,862 | $0 | $30,385 | $0 | $876,270 | $0 | $7,500 | $0 |
| WALLENHAUPT STEPHEN | ||||||||||||||
| FMR EVP & CMO | $351,054 | $0 | $182,353 | $0 | $21,876 | $0 | $57,900 | $0 | $31,114 | $0 | $644,297 | $0 | $7,500 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PART I, LINE 1A: FRINGE OR EXPENSE EXPLANATION FIRST-CLASS OR CHARTER TRAVEL: FIRST-CLASS OR CHARTER TRAVEL IS NOT A COVERED TRAVEL EXPENSE FOR EXECUTIVES; THEY ARE LIMITED TO BUSINESS OR COACH CLASS FARES FOR COMMERCIAL FLIGHTS. HOWEVER, CHARTER TRAVEL IS AVAILABLE TO CERTAIN EXECUTIVES, BOARD MEMBERS, AND APPROVED BUSINESS PERSONNEL MEETING APPLICABLE POLICY CRITERIA. TRAVEL FOR COMPANIONS: COMPANIONS ARE ALLOWED ON CERTAIN CHARTER FLIGHTS PAID FOR BY THE ORGANIZATION. IN THAT CASE, THE VALUE OF THE COMPANION'S FLIGHT IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: EXECUTIVES WHO USE FUNDS MADE AVAILABLE THROUGH THEIR DISCRETIONARY SPENDING ACCOUNT UNDER THE EXECUTIVE PERQUISITE PLAN (THE "PLAN") TO PAY PREMIUMS ON CASH VALUE LIFE INSURANCE POLICIES MAY RECEIVE ADDITIONAL COMPENSATION TO ADJUST FOR THE INCOME TAX LIABILITY ASSOCIATED WITH PAYING PREMIUMS FOR THIS INSURANCE. EXECUTIVES WHO RECEIVE TAXABLE RELOCATION INCOME MAY HAVE THE ADDITIONAL INCOME TAX OWED ON THE INCOME PAID BY THE ORGANIZATION. EXECUTIVES MAY RECEIVE AS SEVERANCE BENEFITS CASH PAYMENTS IN LIEU OF PREMIUMS PAID FOR COVERAGE OF CERTAIN BENEFITS THAT ENDED WITH THE EXECUTIVE'S TERMINATION. THE ORGANIZATION MAY PAY THE ADDITIONAL TAX OWED ON ACCOUNT OF THESE PAYMENTS. DISCRETIONARY SPENDING ACCOUNT: CERTAIN EXECUTIVES RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THE DOLLAR AMOUNT IN THE ACCOUNT IS PRE-APPROVED BY THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES. THE ACCOUNT CAN BE USED ONLY FOR AN APPROVED LIST OF EXPENDITURES. ALL OPTIONS OTHER THAN A DEFERRED, AT-RISK, COMPENSATION OPTION ARE CONSIDERED TAXABLE AND ARE INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: WE PROVIDE TEMPORARY HOUSING ALLOWANCES IN CERTAIN EXECUTIVE RECRUITMENT AND RELOCATION PACKAGES. IN THE CASE THAT SUCH EXPENSE IS NOT REIMBURSABLE UNDER THE ACCOUNTABLE PLAN RULES, THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: IN CASES WHERE CORPORATE MEMBERSHIPS ARE NOT AVAILABLE, A MEMBERSHIP MAY BE OBTAINED IN AN EXECUTIVE'S NAME WITH A "BUSINESS USE ONLY" RESTRICTION. |
| PART I, LINES 4A-C | PART I, LINES 4A-C: SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SEVERANCE NONQUALIFIED EQUITY-BASED ALUKO, AKINYELE 67,632 BEIER, GREGORY 124,831 BILLINGS, DERRICK 543,738 BRUNSTETTER, PETER 92,700 COOK, DAVID 65,663 CURETON, JESSE 118,821 DUVALL, DAVID 50,280 EASTERLING, DONALD 52,500 GARMON-BROWN, OPHELIA 54,075 GARRETT, DAVID 64,754 GREGORY, CHERE 52,500 GRIFFIN, JON 51,503 LANGFORD, KATHRYN 58,710 MILLER, MARK 370,800 MORGAN, WAYNE 53,310 MYERS, SCOTT 51,621 PHIPPS, JOHN 100,602 SMITH-HILL, JANET 61,200 VANCE, AMY 49,332 WILES, PAUL 69,791 130,000 WOOLLEN, THOMAS 56,250 ZWENG, THOMAS 105,000 |
| PART III - OTHER ADDITIONAL INFORMATION | DESCRIPTIONS OF SUPPLEMENTAL EXECUTIVE BENEFITS INCLUDED IN PART VII AND SCHEDULE J: EXECUTIVE ANNUAL INCENTIVE PLAN: AS PART OF THE REPORTED COMPENSATION AMOUNTS, THE REPORTING ORGANIZATION PROVIDES ANNUAL INCENTIVE COMPENSATION TO CERTAIN KEY EXECUTIVES UNDER AN EXECUTIVE ANNUAL INCENTIVE PLAN. THE INCENTIVE PLAN IS DESIGNED TO OFFER OPPORTUNITIES FOR ADDITIONAL COMPENSATION, BUT ONLY TO THE EXTENT THAT ELIGIBLE EXECUTIVES HAVE PROVIDED EXTRAORDINARY SERVICES AND ACHIEVED EXTRAORDINARY RESULTS THAT MEET OR EXCEED PREDETERMINED GOALS IN THE AREAS OF QUALITY, PATIENT SATISFACTION, EMPLOYEE SATISFACTION AND FINANCIAL VITALITY. THESE GOALS ARE ESTABLISHED AND APPROVED BY INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD). THESE GOALS ARE WEIGHTED EQUALLY. THE ADDITIONAL COMPENSATION CAN RANGE ANYWHERE FROM ZERO TO A MAXIMUM PERCENTAGE OF BASE SALARY THAT DIFFERS BY THE CLASS OF EXECUTIVE. IN ADDITION, THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD WHO OVERSEE THE INCENTIVE COMPENSATION PROGRAM APPLY TWO "CIRCUIT BREAKERS," WHICH ARE SUBSTANTIAL LEVELS OF ORGANIZATION-WIDE ACHIEVEMENT THAT MUST BE SATISFIED BEFORE ANY AWARDS ARE PAID TO ANY EXECUTIVE UNDER THE PROGRAM. THE INCENTIVE COMPENSATION AWARDS HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(II) OF SCHEDULE J. THEY ARE REPORTED IN THE YEAR PAID. THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD REVIEW, APPROVE, AND OVERSEE ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS ANNUAL INCENTIVE PLAN. LONG-TERM INCENTIVE PLAN: THE REPORTING ORGANIZATION OFFERS A LONG-TERM INCENTIVE PLAN (THE "PLAN") TO CERTAIN KEY EXECUTIVES. THE PLAN TIES A KEY EXECUTIVE'S COMPENSATION TO THE ORGANIZATION'S LONG-TERM STRATEGIC PERFORMANCE, PROVIDES A RETENTION INCENTIVE FOR KEY EXECUTIVES, AND ALLOWS THE ORGANIZATION TO COMPETE IN THE MARKETPLACE FOR TOP LEADERSHIP TALENT. THE PLAN OPERATES ON THREE-YEAR PERFORMANCE CYCLES THAT BEGIN EACH YEAR. LONG-TERM STRATEGIC GOALS (IN THE PRINCIPAL AREAS OF QUALITY OF PATIENT CARE AND LONG-TERM FINANCIAL STRENGTH) ARE ESTABLISHED AND APPROVED FOR EACH CYCLE, IN ADVANCE, BY INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD). NOVANT HEALTH'S INTERNAL AUDIT DEPARTMENT REVIEWS THE METHODOLOGY AND PROCESS USED TO DETERMINE ACHIEVEMENT OF THE QUALITY METRICS. IN ADDITION, THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD WHO OVERSEE THE INCENTIVE COMPENSATION PROGRAM APPLY TWO "CIRCUIT BREAKERS," RELATING TO COMMUNITY HEALTH NEEDS ASSESSMENTS AND IMPLEMENTATION PLANS, AND FINANCIAL PERFORMANCE; AWARDS ARE PAYABLE FOR A PARTICULAR THREE-YEAR PERFORMANCE CYCLE ONLY IF THE CIRCUIT BREAKERS ARE MET FOR THE RESPECTIVE THREE-YEAR PERFORMANCE PERIOD. IF AN AWARD IS EARNED AT THE END OF A PERFORMANCE CYCLE, THEN THE INCENTIVE AWARD IS PAID OUT AND IS INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(II) OF SCHEDULE J. THEY ARE REPORTED IN THE YEAR PAID. THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THE PLAN. PART I, LINE 4A - SEVERANCE PLAN: ELIGIBLE EXECUTIVES MAY RECEIVE SEVERANCE PAY THAT IS BASED ON ANNUAL COMPENSATION FOR A SPECIFIED PERIOD OF TIME. THE SEVERANCE PAY WOULD BE PAID ONLY IN THE EVENT OF CERTAIN TYPES OF EMPLOYMENT TERMINATION, AND IS FURTHER CONTINGENT ON THE SATISFACTION OF OTHER CONDITIONS SUCH AS COMPLIANCE WITH A NON-COMPETITION COVENANT. ANY CURRENT YEAR PAYMENTS HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(III) OF SCHEDULE J. THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS SEVERANCE PLAN. PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") IS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES, AND TO OFFER COMPETITIVE TOTAL COMPENSATION. ELIGIBLE EXECUTIVES WILL BE NOMINATED BY THE CEO AND APPROVED BY THE COMMITTEE TO PARTICIPATE. GENERALLY, ANNUAL CONTRIBUTIONS TO THE PLAN OR PAYMENTS TO PARTICIPANTS WILL BE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST OF THE PREVIOUS PLAN YEAR AND ARE REPORTED IN COLUMN (C) OF SCHEDULE J. PRIOR TO MAKING THE CONTRIBUTIONS OR PAYMENTS, THE COMMITTEE WILL APPROVE THE AMOUNTS AS TO REASONABLENESS, WHEN COMBINED WITH ALL OTHER ANNUAL COMPENSATION. A 3 YEAR CLASS-YEAR VESTING PERIOD WILL APPLY UP TO AGE 62, WHEN ALL MONEY WOULD BE VESTED AND PAID OUT TO THE PARTICIPANT. OTHERWISE, VESTING WILL OCCUR ON JANUARY 1ST OF EACH YEAR FOR THE APPROPRIATE CLASS-YEAR VESTING PERIOD. THE COMMITTEE REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS. SHARE OPTION PLAN: IN 2002, IN FULL COMPLIANCE WITH IRS RULES IN PLACE AT THAT TIME, NOVANT HEALTH, INC. ALLOWED CERTAIN SENIOR EXECUTIVES TO WAIVE THEIR RIGHTS TO EVENTUALLY RECEIVE BENEFITS UNDER THE ORGANIZATION'S SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) AND INSTEAD PARTICIPATE IN A SHARE OPTION PLAN UNDER WHICH THEY COULD OBTAIN OPTION GRANTS OF EQUIVALENT VALUE TO PURCHASE MUTUAL FUND SHARES. THE IRS RULES SUBSEQUENTLY CHANGED, AND ACCORDINGLY NO ADDITIONAL OPTIONS WERE GRANTED AFTER MAY 8, 2002. MR. WILES RETIRED IN 2011 AFTER 40 YEARS OF SERVICE TO THE ORGANIZATION. IN 2012, MR. WILES EXERCISED THE MAJORITY OF HIS OPTIONS UNDER THE SHARE OPTION PLAN, AS REPORTED ON NOVANT HEALTH'S 2012 FORM 990. IN 2015, MR. WILES EXERCISED ADDITIONAL OPTIONS UNDER THE PLAN AND RECEIVED $130,000 IN REPORTABLE COMPENSATION INCLUDED ON A FORM W-2 ISSUED TO MR. WILES. THIS TOTAL AMOUNT IS INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII OF THE FORM 990, AND IN COLUMN (B)(III) OF PART II OF SCHEDULE J OF THE FORM 990. RETIREMENT SECURITY AGREEMENT: RETIREMENT SECURITY AGREEMENTS ("RSAS") ENTERED INTO BY A PREDECESSOR ENTITY IN 1994 WERE ASSUMED BY NOVANT HEALTH, INC. AND SUBSEQUENTLY APPROVED BY THE COMPENSATION & LEADERSHIP COMMITTEE FOR TWO PARTICIPANTS, WHICH PROVIDED FOR SUPPLEMENTAL RETIREMENT BENEFITS COMMENCING AT AGE 60. ANY CURRENT YEAR PAYMENTS OF RSA BENEFITS TO THESE PARTICIPANTS ARE INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII OF THE FORM 990 AND IN COLUMN (B)(III) OF PART II OF SCHEDULE J OF THE FORM 990. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA MED CARE COMMISSION | ||||||||
| A | 521309402 | 657902U91 | 2004-12-08 | $110,000,000 | SEE PART VI | 0 | 0 | 0 |
| NORTH CAROLINA MED CARE COMMISSION | ||||||||
| B | 521309402 | 657902V25 | 2004-12-08 | $25,000,000 | SEE PART VI | 0 | 0 | 0 |
| NORTH CAROLINA MED CARE COMMISSION | ||||||||
| C | 521309402 | 6579025X6 | 2006-12-14 | $260,647,399 | SEE PART VI | 0 | 0 | 0 |
| NORTH CAROLINA MED CARE COMMISSION | ||||||||
| D | 521309402 | 65821DMK4 | 2014-03-03 | $55,105,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt |
|---|---|---|---|---|---|---|---|---|---|
| A | $110,000,000 | $916,056 | $109,083,944 | 2007 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $25,000,000 | $208,194 | $24,791,806 | 2007 | 0 | 0 | Yes (1) | Yes (1) | |
| C | $260,647,399 | $1,536,125 | $204,855,830 | 2009 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| D | $55,105,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | $7,650,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MERRILL LYNCH | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 28.300000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| MERRILL LYNCH | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 28.300000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| SEE PART VI | ||||||||||||
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE K ENTITY 1 | FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE A: DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV, ENTITY 1, LINE 2C, COLUMN A: DATE OF LAST REBATE COMPUTATION DECEMBER 8, 2014 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE B: DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV, ENTITY 1, LINE 2C, COLUMN B: DATE OF LAST REBATE COMPUTATION DECEMBER 8, 2014 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE C: DESCRIPTION OF PURPOSE (1) DEPOSIT TO CONSTRUCTION ACCOUNT; (2) REFINANCING OF OUTSTANDING LINE OF CREDIT; AND (3) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV, ENTITY 1, LINE 2C, COLUMN C: DATE OF LAST REBATE COMPUTATION DECEMBER 1, 2011 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE D: DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008A BONDS ISSUED 3/23/11 FORM 990, SCHEDULE K, PART IV, ENTITY 1, LINES 4B & 4C, COLUMN D: NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. |
| FORM 990, SCHEDULE K ENTITY 2 | FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE A: DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008B BONDS ISSUED 3/23/11 FORM 990, SCHEDULE K, PART IV, ENTITY 2, LINES 4B & 4C, COLUMN A: NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE B: DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008C BONDS ISSUED 3/23/11 FORM 990, SCHEDULE K, PART IV, ENTITY 2, LINES 4B & 4C, COLUMN B: NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE C: DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART II, ENTITY 2, LINE 3, COLUMN C: DIFFERENCE DUE TO INVESTMENT EARNINGS FORM 990, SCHEDULE K, PART IV, ENTITY 2, LINE 2C, COLUMN C: DATE OF LAST REBATE COMPUTATION OCTOBER 31, 2015 FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE D: DESCRIPTION OF PURPOSE (1) FINANCE THE VERTICAL EXPANSION OF PRESBYTERIAN HOSPITAL HUNTERSVILLE, THE VERTICAL EXPANSION OF PRESBYTERIAN HOSPITAL MATTHEWS, THE CONSTRUCTION AND EQUIPPING OF CLEMMONS MEDICAL CENTER, G-WING RENOVATIONS AT PRESBYTERIAN HOSPITAL AND MEDICAL, COMPUTER OFFICE AND CAPITAL EQUIPMENT AT PRESBYTERIAN HOSPITAL, PRESBYTERIAN HOSPITAL MATTHEWS AND PRESBYTERIAN HOSPITAL HUNTERSVILLE (2) REFUND A PORTION OF THE 2003A BONDS (3) REFUND A TAXABLE BANK LOAN AND (4) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART II, ENTITY 2, LINE 3, COLUMN D: DIFFERENCE DUE TO INVESTMENT EARNINGS |
| FORM 990, SCHEDULE K ENTITY 3 | FORM 990, SCHEDULE K, PART I, ENTITY 3, LINE A : DESCRIPTION OF PURPOSE (1) FINANCE A 60 BED HOSPITAL IN HAYMARKET, VA (2) REFUND THE PRINCE WILLIAM HOSPITAL SERIES 2002 BONDS (3) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART II, ENTITY 3, LINE 3, COLUMN A: DIFFERENCE DUE TO INVESTMENT EARNINGS |
| FORM 990, SCHEDULE K, PART III, LINE 3B: PRIVATE BUSINESS USE | THE NOVANT HEALTHCARE SYSTEM HAS A LEGAL DEPARTMENT, MATERIALS MANAGEMENT DEPARTMENT AND A RESEARCH DEPARTMENT. THESE DEPARTMENTS REGULARLY REVIEW MANAGEMENT, SERVICE AND RESEARCH AGREEMENTS RELATED TO TAX-EXEMPT BOND FINANCED PROPERTY. OUTSIDE BOND COUNSEL CONDUCTS ADDITIONAL REVIEW AND DUE DILIGENCE WHEN ENGAGED FOR A BOND ISSUANCE OR REFUNDING PROJECT. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA MED CARE COMMISSION | ||||||||
| A | 521309402 | 000000000 | 2014-03-03 | $60,195,000 | SEE PART VI | 0 | 0 | 0 |
| NORTH CAROLINA MED CARE COMMISSION | ||||||||
| B | 521309402 | 000000000 | 2014-03-03 | $40,280,000 | SEE PART VI | 0 | 0 | 0 |
| NORTH CAROLINA MED CARE COMMISSION | ||||||||
| C | 521309402 | 65821DFU0 | 2010-11-03 | $259,620,763 | SEE PART VI | 0 | 0 | 0 |
| NORTH CAROLINA MED CARE COMMISSION | ||||||||
| D | 521309402 | 65821DRK9 | 2013-05-07 | $161,286,657 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $7,650,000 | $60,195,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $5,040,000 | $40,280,000 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| C | $259,673,777 | 2013 | 0 | 0 | Yes (1) | Yes (1) | $2,703,029 | $17,472,178 | $239,445,556 | |
| D | $9,660,000 | $161,291,650 | 2014 | Yes (1) | Yes (1) | Yes (1) | Yes (1) | $1,248,186 | $2,872,691 | $98,928,658 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| C | 0 | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SEE PART VI | |||||||||||
| A | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| SEE PART VI | |||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | |||||||||||
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | ||
| (no name) | |||||||||||
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IND DEV AUTH COUNTY OF PRINCE WILLIAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521325659 | BondIssuerEIN |
| CUSIP | 74176HAT2 | CUSIPNum |
| Bond Issued | 2013-05-07 | BondIssuedDt |
| Issue Price | $153,845,821 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,240,000 | RetiredAmt |
| Total Proceeds | $153,849,391 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $1,303,430 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $417,886 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $93,665,728 | CapitalExpendituresAmt |
| Substantial Completion | 2014 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | 0 | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (10 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| COTSWOLD MEDICAL CLINIC (CMC) | |||
| ENTITY OWNED > 35% BY THOMAS WOOLLEN, KEY EMPLOYEE | $156,993 | THE FILING ORGANIZATION HAS A LEASE IN PLACE WITH CMC | 0 |
| SOLID ROCK PROPERTIES (SRP) | |||
| ENTITY OWNED > 35% BY JOHN PHIPPS, KEY EMPLOYEE | $110,082 | THE FILING ORGANIZATION HAS A LEASE IN PLACE WITH SRP | 0 |
| KRISTA TILLMAN | |||
| KRISTA TILLMAN IS A FORMER BOARD MEMBER | $133,336 | THE FILING ORGANIZATION HAD A SERVICE CONTRACT IN PLACE WITH KRISTA TILLMAN | 0 |
| PETER BRUNSTETTER JR | |||
| FAMILY MEMBER OF PETER BRUNSTETTER, KEY EMPLOYEE | $72,724 | COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. | 0 |
| WILLIAM D EASTERLING | |||
| FAMILY MEMBER OF DONALD PATRICK EASTERLING, FORMER KEY EMPLOYEE | $92,342 | COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. | 0 |
| CHASE GARRETT | |||
| FAMILY MEMBER OF DAVE GARRETT, KEY EMPLOYEE | $54,221 | COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. | 0 |
| MARY PATEFIELD | |||
| FAMILY MEMBER OF ARTHUR PATEFIELD, KEY EMPLOYEE | $137,251 | COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. | 0 |
| ARTHUR J PATEFIELD JR | |||
| FAMILY MEMBER OF ARTHUR PATEFIELD, KEY EMPLOYEE | $63,253 | COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. | 0 |
| ERIN N VINCENT | |||
| FAMILY MEMBER OF PAULA VINCENT, KEY EMPLOYEE | $23,995 | COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. | 0 |
| MELISSA P PHIPPS | |||
| FAMILY MEMBER OF JOHN PHIPPS, MD, KEY EMPLOYEE | $236,257 | COMPENSATION PAID BY THE FILING ORGANIZATION TO THE INTERESTED PERSON. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: MISSION, VISION AND VALUES | MISSION: NOVANT HEALTH EXISTS TO IMPROVE THE HEALTH OF COMMUNITIES, ONE PERSON AT A TIME. VISION: WE, THE NOVANT HEALTH TEAM, WILL DELIVER THE MOST REMARKABLE PATIENT EXPERIENCE, IN EVERY DIMENSION, EVERY TIME. VALUES: - COMPASSION: WE TREAT OUR CUSTOMERS AND THEIR FAMILIES, STAFF AND OTHER HEALTHCARE PROVIDERS AS FAMILY MEMBERS BY SHOWING THEM KINDNESS, PATIENCE, EMPATHY AND RESPECT. - DIVERSITY AND INCLUSION: WE RECOGNIZE THAT EVERY PERSON IS DIFFERENT, EACH SHAPED BY UNIQUE LIFE EXPERIENCES. THIS ENABLES US TO BETTER UNDERSTAND ONE ANOTHER AND OUR CUSTOMERS. BY ENGAGING THE STRENGTHS AND TALENTS OF EACH TEAM MEMBER, WE ENSURE A STRONG ORGANIZATION CAPABLE OF PROVIDING REMARKABLE HEALTHCARE TO OUR PATIENTS, FAMILIES AND COMMUNITIES. - PERSONAL EXCELLENCE: WE STRIVE TO GROW PERSONALLY AND PROFESSIONALLY, AND WE APPROACH EACH SERVICE OPPORTUNITY WITH A POSITIVE, FLEXIBLE ATTITUDE. HONESTY AND PERSONAL INTEGRITY GUIDE ALL THAT WE DO. - TEAMWORK: THE NEEDS AND EXPECTATIONS OF ANY ONE CUSTOMER ARE GREATER THAN THAT WHICH ONE PERSON'S SERVICE EFFORTS CAN SATISFY. WE SUPPORT EACH OTHER SO THAT TOGETHER AS A TEAM, WE CAN BE SUCCESSFUL IN THE EYE OF THE CUSTOMER AS A QUALITY SERVICE PROVIDER. - COURAGE: WE ACT BOLDLY IN MAKING THE CHANGES NECESSARY TO ACHIEVE OUR MISSION, VISION AND PROMISE OF DELIVERING REMARKABLE HEALTHCARE. OUR PROMISE TO PATIENTS: WE ARE MAKING YOUR HEALTHCARE EXPERIENCE REMARKABLE. WE WILL BRING YOU WORLD-CLASS CLINICIANS, CARE AND TECHNOLOGY - WHEN AND WHERE YOU NEED THEM. WE ARE REINVENTING THE HEALTHCARE EXPERIENCE TO BE SIMPLER, MORE CONVENIENT AND MORE AFFORDABLE, SO THAT YOU CAN FOCUS ON GETTING BETTER AND STAYING HEALTHY. |
| FORM 990, PART I, LINE 6: | THE NUMBER OF VOLUNTEERS REPORTED INCLUDES THOSE VOLUNTEERS SERVING AS BOARD MEMBERS. |
| FORM 990, PI, L1: ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES | NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION OF A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS, AND OTHER HEALTHCARE SERVICE PROVIDERS (COLLECTIVELY KNOWN AS "NOVANT HEALTH"). NOVANT HEALTH CONSISTS OF MORE THAN 1,300 PHYSICIANS AND NEARLY 24,000 EMPLOYEES WHO MAKE HEALTHCARE REMARKABLE AT OVER 500 LOCATIONS, INCLUDING 14 MEDICAL CENTERS AND HUNDREDS OF OUTPATIENT FACILITIES AND PHYSICIAN CLINICS. HEADQUARTERED IN WINSTON-SALEM, NC, NOVANT HEALTH IS COMMITTED TO MAKING HEALTHCARE REMARKABLE FOR PATIENTS AND COMMUNITIES, SERVING MORE THAN FOUR MILLION PATIENTS ANNUALLY. NOVANT HEALTH IS RANKED AS ONE OF THE NATION'S TOP 20 INTEGRATED DELIVERY NETWORKS BY IMS HEALTH. IN 2015 THE NOVANT HEALTH SYSTEM REPORTED $4.1 BILLION IN REVENUES. GENERAL INFORMATION NOVANT HEALTH, INC. EXISTS TO SUPPORT THE OVERALL HEALTHCARE SYSTEM AND DOES SO BY PROVIDING OVERALL STRATEGIC PLANNING, CENTRALIZED ADMINISTRATIVE SUPPORT, AND THE COORDINATION OF SYSTEM-WIDE ACTIVITIES. WE EXIST TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. WE ACCOMPLISH THAT MISSION BY PROVIDING AND SUPPORTING EXCELLENT HEALTHCARE FACILITIES AND PHYSICIAN PRACTICES AND BY ENGAGING IN COMMUNITY OUTREACH PROGRAMS THAT SERVE OUR PATIENTS, NEIGHBORS, AND OUR COMMUNITIES' MOST VULNERABLE CITIZENS. IN ADDITION TO OUR QUALITY AND COMPREHENSIVE CATEGORIES OF SERVICES, WE'RE VERY PROUD OF OUR PATIENT FINANCIAL ASSISTANCE PROGRAM. WE WORK WITH CUSTOMERS TO HELP QUALIFY THEM FOR PUBLIC ASSISTANCE, ESTABLISH A REASONABLE PAYMENT PLAN, DISCOUNT THEIR BILL, OR PROVIDE THEM WITH FREE CHARITY CARE. COMMUNITY OUTREACH COMMUNITY OUTREACH IS A CRITICAL COMPONENT TO THE MISSION OF NOVANT HEALTH. NOVANT HEALTH PROVIDES HUNDREDS OF PROGRAMS THAT SERVE PATIENTS, NEIGHBORS, AND SOME OF OUR COMMUNITIES' MOST VULNERABLE CITIZENS. WE PROVIDE COMMUNITY HEALTH EDUCATION, SUPPORT GROUPS, OUTREACH SERVICES, COMMUNITY EVENTS, AND HEALTH SCREENINGS. IN ADDITION, WE PARTICIPATE IN MEDICAL RESEARCH AND ACADEMIC HEALTH PROGRAMS AND PARTNER WITH A DIVERSE GROUP OF ORGANIZATIONS TO PROVIDE OTHER COMMUNITY INITIATIVES. WE ASSIST OUR COMMUNITIES IN OTHER WAYS AS WELL. THE FOLLOWING ARE JUST A FEW EXAMPLES: - NOVANT HEALTH REHABILITATION CENTER LEADERS HELPED PLAN AND IMPLEMENT A HEALTHY ACTIVE ADULTS DAY AT THE KERNERSVILLE FAMILY YMCA IN NORTH CAROLINA THAT SERVED MORE THAN 1,500 LOCAL CITIZENS. - NOVANT HEALTH MATTHEWS MEDICAL CENTER CONTINUED TO EXPAND ITS PARTNERSHIP WITH UNION COUNTY PUBLIC SCHOOLS IN 2015. CERTIFIED ATHLETIC TRAINERS WERE SUPPLIED TO ALL 10 LOCAL PUBLIC HIGH SCHOOLS AND WERE AVAILABLE DURING THE WEEK FOR PHYSICAL EVALUATIONS, AS WELL AS AT GAMES AND PRACTICES FOR ACUTE ONSITE MEDICAL ATTENTION. - AFFILIATED WITH NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER, THE COMMUNITY CARE CRUISER PROVIDES FREE PREVENTIVE CARE TO UNINSURED AND DISADVANTAGED YOUTH IN MECKLENBURG AND UNION COUNTIES OF NC. THE 38-FOOT CRUISER TRAVELS TO AT-RISK NEIGHBORHOODS AND HAS TREATED 8,684 PATIENTS, SEEN 5,546 CHILDREN, AND PROVIDED MORE THAN 13,310 IMMUNIZATIONS SINCE ITS LAUNCH IN NOVEMBER 2007. - IN 2015, THE WOMEN'S COUNCIL OF NOVANT HEALTH FOUNDATION FORSYTH MEDICAL CENTER PROVIDED SUPPORT FOR HEART DISEASE RISK ASSESSMENTS FOR HISPANIC WOMEN, BREAST MRIS, A PEER SUPPORT SPECIALIST IN THE BEHAVIORAL HEALTH UNIT, HEALTH COACHING FOR UNDERSERVED WOMEN, SCHOLARSHIPS TO "THE WEIGH FOR YOU" WEIGHT-LOSS MANAGEMENT PROGRAM, AND SUPPORT FOR THE HIGH-RISK MATERNITY UNIT. THROUGH THESE GRANTS, THE WOMEN'S COUNCIL HAS PROVIDED APPROXIMATELY $425,000 IN SUPPORT SINCE 2008. NEW TECHNOLOGY & SERVICES IN 2015, NOVANT HEALTH FACILITIES CONTINUED THEIR RELENTLESS FOCUS ON DELIVERING A REMARKABLE PATIENT EXPERIENCE AND LOOKED FOR INNOVATIVE WAYS TO DELIVER EXPANDED ACCESS TO CARE, AS WELL AS EASE NAVIGATION OF THE HEALTHCARE SYSTEM. A CONCURRENT ELECTRONIC HEALTH RECORD (EHR) INITIATIVE IS BEING UNDERTAKEN BY BOTH THE ACUTE AND AMBULATORY FACILITIES IN THE NOVANT HEALTH SYSTEM. IN JULY 2013, NOVANT HEALTH MEDICAL GROUP FINALIZED THE IMPLEMENTATION OF THE EHR IN ALL PHYSICIAN PRACTICES ACROSS THE NOVANT HEALTH SYSTEM. MANY NOVANT HEALTH FACILITIES HAVE SUCCESSFULLY IMPLEMENTED THE EHR AND CLINICIANS CAN NOW SHARE PATIENTS' MEDICAL INFORMATION BETWEEN PHYSICIAN OFFICES, OUTPATIENT CENTERS, AND HOSPITALS. THIS SHARING OF INFORMATION IMPROVES SAFETY AND COORDINATION OF CARE AND PROMOTES CONNECTIVITY AND COMMUNICATION BETWEEN HOSPITAL CAREGIVERS, SPECIALISTS AND PRIMARY CARE PROVIDERS. EMBARKING ON THE JOURNEY TO CREATE A SHARED EHR IS THE MOST SIGNIFICANT AND IMPORTANT INVESTMENT NOVANT HEALTH HAS EVER MADE FOR ITS PATIENTS AND TEAM MEMBERS. THROUGH THE ELECTRONIC HEALTH RECORD, NOVANT HEALTH MEDICAL GROUP PHYSICIANS ALSO OFFER A SECURE PATIENT PORTAL ("MYCHART") THAT GIVES PATIENTS DIRECT ACCESS TO THEIR MEDICAL RECORDS ONLINE AND THROUGH OUR MOBILE APP. MYCHART HAS TRANSFORMED THE WAY PATIENTS MANAGE THEIR HEALTHCARE, INTERACT WITH THEIR CARE TEAM, SCHEDULE APPOINTMENTS AND REQUEST PRESCRIPTION REFILLS. BY THE END OF 2015, MORE THAN 544,000 PATIENTS WERE ENROLLED IN MYCHART, WHICH IS MORE THAN 70% OF PATIENTS TREATED BY THE MEDICAL GROUP IN THE GREATER CHARLOTTE AND WINSTON-SALEM MARKETS. AS A RESULT, OVER 55,000 PATIENT APPOINTMENTS WERE SCHEDULED WITH MEDICAL GROUP PROVIDERS THROUGH "MYCHART" OVER THE 12 MONTH PERIOD. ALSO IN 2015, THE ORGANIZATION SUCCESSFULLY TRANSITIONED TO ICD-10 - A REVISED CODING SYSTEM THAT TRACKS MANY NEW DIAGNOSES. NOVANT HEALTH HAS FOCUSED ON MAKING HEALTHCARE MORE CONVENIENT AND EASIER TO ACCESS. VIDEO VISITS ALLOW PATIENTS TO CONNECT WITH THEIR HEALTHCARE PROVIDERS FROM THE COMFORT OF THEIR HOMES OR OFFICES. USED FOR NON-EMERGENT HEALTH CONCERNS, VIDEO VISITS WORK BEST FOR PATIENTS NEEDING CHRONIC DISEASE MANAGEMENT OR FOLLOW-UP CARE WITHOUT A PHYSICAL EXAM. IN ADDITION, TELEMEDICINE ENABLES US TO DELIVER HIGH-LEVEL CLINICAL CARE ANYWHERE BY CONNECTING SMALLER HOSPITALS WITH SPECIALISTS AT OUR MAJOR MEDICAL CENTERS. IN 2015, NOVANT HEALTH MEDICAL GROUP ALSO EXPANDED ITS USE OF E-VISITS AND VIDEO VISITS, WHICH PROVIDED PATIENTS WITH OTHER OPTIONS FOR CARE AT AN AFFORDABLE PRICE. AS A RESULT, MORE THAN 4,000 E-VISITS WERE CONDUCTED BY THE END OF 2015. NOVANT HEALTH IS A LEADING HEALTHCARE ORGANIZATION, DEDICATED TO DELIVERING REMARKABLE HEALTHCARE AND IMPROVING ACCESS AND CONVENIENCE ACROSS FOUR STATES. HOSPITALS RANGE FROM METROPOLITAN TERTIARY MEDICAL CENTERS TO SMALL, COMMUNITY HOSPITALS IN RURAL AREAS. OTHER NOVANT HEALTH FACILITIES AND PROGRAMS INCLUDE PHYSICIAN PRACTICES, OUTPATIENT SURGERY CENTERS, IMAGING CENTERS, MEDICAL PLAZAS AND REHABILITATION PROGRAMS. COMMUNITY BENEFIT REPORT HTTPS://WWW.NOVANTHEALTH.ORG/HOME/ABOUT-US/COMPANY-INFORMATION/ FINANCIAL-PROFILE/COMMUNITY-BENEFIT-REPORT.ASPX THE COMMUNITY BENEFIT REPORT PREPARED BY NOVANT HEALTH IS A SYSTEM-WIDE REPORT THAT INCLUDES QUALITATIVE AND QUANTITATIVE INFORMATION. PLEASE NOTE THAT THE NUMERIC DATA IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES. IT SHOULD NOT BE RELIED UPON AS THE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT REPORT, ITS COMMUNITY HEALTH NEEDS ASSESSMENT, OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY. IN THIS REPORT, THE NOVANT HEALTH SYSTEM'S COMMUNITY BENEFIT WAS APPROXIMATELY $706,000,000, INCLUDING $125,000,000 IN CHARITY CARE FOR 2015. |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY AND/OR BUSINESS RELATIONSHIPS BUSINESS RELATIONSHIP CARL ARMATO ARTHUR PATEFIELD BUSINESS RELATIONSHIP CARL ARMATO FRED HARGETT PETE BRUNSTETTER JOHN WOODLIEF WAYNE MORGAN BUSINESS RELATIONSHIP CARL ARMATO FRED HARGETT PETE BRUNSTETTER OPHELIA GARMON-BROWN STEPHEN WALLENHAUPT JOHN PHIPPS TOM ZWENG ANDREW MUELLER CHERE GREGORY BUSINESS RELATIONSHIP CARL ARMATO FRED HARGETT JACQUE DANIELS JESSE CURETON |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990, PART VI, SECTION B, LINE 11: ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE AUDIT AND COMPLIANCE COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES ("THE COMMITTEE") HAS RESPONSIBILITY FOR OVERSEEING THE ORGANIZATION'S TAX MATTERS. THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE COMMITTEE. THE COMMITTEE IS THE REVIEW BODY FOR ALL OF THE FORM 990S FILED FOR ORGANIZATIONS WITHIN THE NOVANT HEALTH SYSTEM. THE COMMITTEE MEETS BEFORE THE FORM 990S ARE FILED WITH THE IRS AND AFTER ALL BOARD MEMBERS HAVE RECEIVED A COPY OF THE FORM 990 AND A SUMMARY OF ITS CONTENTS. THE VICE PRESIDENT OF TAX AND LEGAL COUNSEL ATTEND THE MEETING TO ANSWER ANY QUESTIONS AND ADDRESS ANY SIGNIFICANT DISCLOSURES WITHIN THE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | FORM 990, PART VI, SECTION B, LINE 12C: MONITORING AND ENFORCEMENT OF COI THE ORGANIZATION'S TRUSTEE CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, PRINCIPAL OFFICERS OR MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS INCLUDING ANY APPLICABLE DISREGARDED ENTITIES. ALL TRUSTEES ARE SENT AN ANNUAL DISCLOSURE FORM. THE TRUSTEE ANNUAL DISCLOSURE FORMS ARE REVIEWED BY THE LEGAL DEPARTMENT. WITH RESPECT TO PARTICULAR TRANSACTIONS THAT COME BEFORE THE BOARD, THE CONFLICT OF INTEREST POLICY WOULD BE FOLLOWED. THE POTENTIAL CONFLICT OF INTEREST WOULD BE DISCLOSED BY THE BOARD MEMBER BEFORE A VOTE ON THE TRANSACTION AND THE REST OF THE BOARD WOULD DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF THE REST OF THE BOARD DETERMINED THAT A CONFLICT OF INTEREST EXISTED THEN THE BOARD MEMBER WITH THE CONFLICT OF INTEREST WOULD NOT PARTICIPATE IN THE DELIBERATIONS AND VOTE. |
| FORM 990, PART VI, SECTION B, LINE 15 | FORM 990, PART VI, SECTION B, LINE 15A: COMPENSATION PROCESS FOR TOP OFFICIAL NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTHCARE SYSTEM COLLECTIVELY REFERRED TO AS "NOVANT HEALTH." INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH, INC. BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS OF COMPENSATION AND BENEFITS FOR NOVANT HEALTH, INC.'S CEO. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT AND USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS TO ENSURE THAT TOTAL COMPENSATION INCLUDING BENEFITS IS REASONABLE. THE COMMITTEE REVIEWS AND APPROVES CEO COMPENSATION AND BENEFITS ANNUALLY, CONSISTENT WITH THE WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY OF NOVANT HEALTH, AND IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THEREBY ASSURING THAT TOTAL COMPENSATION AND BENEFITS PROVIDED IS REASONABLE. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OFFICERS NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTHCARE SYSTEM COLLECTIVELY REFERRED TO AS "NOVANT HEALTH." INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH, INC. BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS OF COMPENSATION AND BENEFITS FOR CERTAIN EXECUTIVES ("EXECUTIVES") SERVING AS OFFICERS OR KEY EMPLOYEES FOR NOVANT HEALTH ENTITIES. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT AND USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS TO ENSURE THAT TOTAL COMPENSATION AND BENEFITS FOR EACH EXECUTIVE IS REASONABLE FOR THAT EXECUTIVE'S POSITION. THE COMMITTEE REVIEWS AND APPROVES EXECUTIVE COMPENSATION AND BENEFITS ANNUALLY, CONSISTENT WITH THE WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY OF NOVANT HEALTH, AND IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THEREBY ASSURING THAT TOTAL COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE IS REASONABLE. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS DISCLOSURE THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAINING ALL ORGANIZATIONS IN THE NOVANT HEALTH SYSTEM ARE POSTED TO THE NOVANT HEALTH WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII, SECTION A, COLUMN B: RELATED ORGANIZATIONS | THE ORGANIZATION EMPLOYS CERTAIN EXECUTIVES WHOSE ROLES ARE SUCH THAT THEY PROVIDE SERVICES TO NOT ONLY THE ORGANIZATION, BUT ALSO TO SOME OR ALL OF THE OTHER TAX-EXEMPT ORGANIZATIONS WITHIN THE NOVANT HEALTH HEALTHCARE SYSTEM. FOR EXAMPLE, MANY OF THESE EXECUTIVES' ROLES FOCUS ON PARTICULAR SERVICE LINES WHICH CROSS THE VARIOUS GEOGRAPHIC MARKETS OUR ORGANIZATIONS SERVE, THUS THE SERVICES PROVIDED BY THESE EXECUTIVES MAY BENEFIT AND BE RECEIVED BY MULTIPLE ORGANIZATIONS WITHIN THE SYSTEM. THE EXECUTIVES DO NOT ALLOCATE THEIR HOURS BETWEEN THE VARIOUS ORGANIZATIONS, BUT RATHER THEIR TIME SPENT ON SERVICES TO THE ORGANIZATION IS INCLUSIVE OF SERVICES TO ALL OF THE ORGANIZATIONS THEY SERVE WITHIN THE SYSTEM. |
| FORM 990, PART IX, LINE 11G | PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 17,322,921. MANAGEMENT AND GENERAL EXPENSES 2,032,298. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,355,219. CONSULTING FEES: PROGRAM SERVICE EXPENSES 60,166,278. MANAGEMENT AND GENERAL EXPENSES 7,058,614. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,224,892. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 5,678,087. MANAGEMENT AND GENERAL EXPENSES 666,145. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,344,232. RECRUITMENT: PROGRAM SERVICE EXPENSES 840,616. MANAGEMENT AND GENERAL EXPENSES 98,620. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 939,236. |
| FORM 990, PART IX, LINE 6: COMPENSATION OF DISQUALIFIED PERSONS | THE AMOUNTS REPORTED HERE INCLUDE AMOUNTS ATTRIBUTABLE TO DISQUALIFIED PERSONS (DQP) AS DEFINED IN THE INSTRUCTIONS, BUT NOW ALSO INCLUDES AMOUNTS ATTRIBUTABLE TO INDIVIDUALS THAT MAY NOT DEFINITIVELY BE CONSIDERED DQPS UNDER THE 4958 RULES. WE HAVE OPTED TO TAKE A MORE EXPANSIVE APPROACH AS TO WHO MAY BE CONSIDERED A DQP AND REPORT THEM HERE AS WELL. |
| FORM 990, PART XI, LINE 9: | PARTNERSHIPS: 1,322,696. MEANINGFUL USE: -1,158,228. INVESTMENT ADJUSTMENT: 79,649. AFFILIATE TRANSFERS: 78,487,635. FASB/ACCOUNTING CHANGES: 20,767,714. MALPRACTICE INSURANCE: -404,786. DERIVATIVES/SWAP: 4,139,624. SUBPART F: -842,331. ROUNDING: -196. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (51 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| ASHEVILLE OPEN MRI LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562001227 | HEALTHCARE | NC | $7,173,264 | $1,576,479 | FOUNDATION HEALTH SYSTEMS CORP |
| CABARRUS DIAGNOSTIC IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 621715203 | HEALTHCARE | NC | $1,204,901 | $265,776 | FOUNDATION HEALTH SYSTEMS CORP |
| CAPE FEAR DIAGNOSTIC IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 621833647 | HEALTHCARE | NC | $0 | -$14,048 | FOUNDATION HEALTH SYSTEMS CORP |
| CAPE FEAR MOBILE IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 200599346 | INACTIVE | NC | $0 | $0 | CAPE FEAR DIAGNOSTIC IMAGING LLC |
| CAROLINA IMAGING LLC OF FAYETTEVILLE | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561876345 | HEALTHCARE | NC | $13,032,155 | $2,820,369 | FOUNDATION HEALTH SYSTEMS CORP |
| CHAPEL HILL DIAGNOSTIC IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562049126 | HEALTHCARE | NC | $832,800 | $1,023,791 | FOUNDATION HEALTH SYSTEMS CORP |
| FOUNDATION HEALTH MOBILE IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 331039097 | HEALTHCARE | NC | $1,985,130 | $10,519,752 | CAROLINA IMAGING LLC OF FAYETTEVILLE |
| DURHAM DIAGNOSTIC IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562272517 | HEALTHCARE | NC | $11,753,083 | $4,904,014 | TRIAD IMAGING LLC |
| JACKSONVILLE DIAGNOSTIC IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 943419385 | HEALTHCARE | NC | $3,592,296 | $4,002,339 | TRIAD IMAGING LLC |
| LOUISBURGNOVANT LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 581681238 | HEALTHCARE | NC | $9,533,992 | $3,346,106 | FOUNDATION HEALTH SYSTEMS CORP |
| MECKLENBURG DIAGNOSTIC IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562016235 | HEALTHCARE | NC | $5,885,870 | $1,343,983 | FOUNDATION HEALTH SYSTEMS CORP |
| PIEDMONT IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561876341 | HEALTHCARE | NC | $10,215,282 | $3,364,601 | FOUNDATION HEALTH SYSTEMS CORP |
| TRIAD IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562001223 | HEALTHCARE | NC | $3,911,697 | $2,770,626 | FOUNDATION HEALTH SYSTEMS CORP |
| SOUTHERN PINES DIAGNOSTIC IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | INACTIVE | NC | $0 | $0 | FOUNDATION HEALTH SYSTEMS CORP | |
| OASC LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562170937 | INACTIVE | NC | $0 | $0 | FOUNDATION HEALTH SYSTEMS CORP |
| USR SOUTH CAROLINA LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 203305956 | INACTIVE | SC | $0 | $0 | FOUNDATION HEALTH SYSTEMS CORP |
| EXCEL IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 204253946 | INACTIVE | NC | $0 | $0 | FORSYTH MEMORIAL HOSPITAL |
| SALEM MRI LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | INACTIVE | NC | $0 | $0 | FORSYTH MEMORIAL HOSPITAL | |
| THE BREAST CLINIC MRI LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | INACTIVE | NC | $0 | $0 | FORSYTH MEMORIAL HOSPITAL | |
| 1427 EAST FOURTH STREET LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 201523667 | REAL ESTATE | NC | $0 | $0 | PROVIDENCE ROAD LAND PARTNERS LLC |
| 1600 ELIZABETH AVENUE LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 260757319 | REAL ESTATE | NC | $0 | $0 | PROVIDENCE ROAD LAND PARTNERS LLC |
| BRUNSWICK COMMUNITY HOSPITAL LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 204278130 | HEALTHCARE | NC | $94,219,406 | $111,699,605 | NOVANT HEALTH TRIAD REGION LLC |
| NOVANT ASSET MANAGEMENT LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 260705491 | ASSET MGMT | NC | $1,324,445 | $145,440 | NOVANT HEALTH INC |
| NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562120972 | HOLDING COMPANY | NC | $0 | $0 | NOVANT HEALTH INC |
| NOVANT HEALTH TRIAD REGION LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562120973 | HOLDING COMPANY | NC | $0 | $0 | NOVANT HEALTH INC |
| PRESBYTERIAN AMBULATORY HOLDINGS LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 261705594 | HOLDING COMPANY | NC | $0 | $0 | NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC |
| PRESBYTERIAN BREAST CENTER LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 260069792 | HEALTHCARE | NC | $4,366,531 | $618,760 | PRESBYTERIAN AMBULATORY HOLDINGS LLC |
| PRESBYTERIAN DIAGNOSTIC CENTER AT CABARRUS LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 270295685 | INACTIVE | NC | $0 | $0 | PRESBYTERIAN AMBULATORY HOLDINGS LLC |
| PRESBYTERIAN DIAGNOSTIC CENTER AT LINCOLN LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | INACTIVE | NC | $0 | $0 | PRESBYTERIAN AMBULATORY HOLDINGS LLC | |
| PRESBYTERIAN HOSPITAL MINT HILL LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 260599536 | INACTIVE | NC | $0 | $2,278,258 | NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC |
| PRESBYTERIAN IMAGING CENTERS LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 721568954 | HEALTHCARE | NC | $6,452,479 | $2,143,355 | PRESBYTERIAN AMBULATORY HOLDINGS LLC |
| PRESBYTERIAN MOBILE IMAGING LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 202935595 | INACTIVE | NC | $0 | $0 | PRESBYTERIAN IMAGING CENTERS LLC |
| PRESBYTERIAN SAMEDAY SURGERY CENTER AT HUNTERSVILLE LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 262422926 | HEALTHCARE | NC | $7,045,623 | $2,551,941 | PRESBYTERIAN AMBULATORY HOLDINGS LLC |
| PRESBYTERIAN SAMEDAY SURGERY CENTER AT MONROE LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 203135267 | HEALTHCARE | NC | $2,635 | $89,810 | PRESBYTERIAN AMBULATORY HOLDINGS LLC |
| PRESBYTERIAN SAMEDAY SURGERY CENTER AT BALLANTYNE LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 203135052 | HEALTHCARE | NC | $4,795,327 | $1,250,737 | PRESBYTERIAN AMBULATORY HOLDINGS LLC |
| NOVANT PROPERTIES LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 263378448 | REAL ESTATE | NC | $0 | $0 | NOVANT HEALTH INC |
| SAME DAY SURGERY CENTER FRANKLIN LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | INACTIVE | NC | $0 | $0 | NOVANT HEALTH INC | |
| SAMEDAY SURGERY CENTER AT PRESBYTERIAN LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 680561430 | INACTIVE | NC | $0 | $0 | PRESBYTERIAN AMBULATORY HOLDINGS LLC |
| TORRENCE STREET PARTNERS LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562217412 | REAL ESTATE | NC | $0 | $0 | PROVIDENCE ROAD LAND PARTNERS LLC |
| HOLLY SPRINGS HOSPITAL II LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | INACTIVE | NC | $0 | $0 | NOVANT HEALTH | |
| FORSYTH MEDICAL GROUP LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 311725913 | HEALTHCARE | NC | $40,938,491 | $22,555,308 | NOVANT MEDICAL GROUP |
| NOVANT HEALTH PHARMACY SERVICES LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 474615021 | INACTIVE | NC | $0 | $0 | THE PRESBYTERIAN HOSPITAL |
| CENTER CITY OUTPATIENT SURGERY LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | INACTIVE | NC | $0 | $0 | THE PRESBYTERIAN HOSPITAL | |
| PRINCE WILLIAM HEALTH PHYSICIAN SERVICES LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 203199722 | HEALTHCARE | VA | $506,316 | $0 | PRINCE WILLIAM HEALTH SYSTEM |
| PRINCE WILLIAM HEALTH SYSTEM ASCMOB LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 203195704 | HEALTHCARE | VA | $456,502 | $8,399,644 | PRINCE WILLIAM HEALTH SYSTEM |
| PRINCE WILLIAM CARE SOLUTIONS LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 341685601 | INACTIVE | VA | $0 | $0 | PRINCE WILLIAM HEALTH SYSTEM |
| PRINCE WILLIAM -FAUQUIER CANCER CENTER LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 050570221 | HEALTHCARE | VA | $9,583,158 | $32,436,881 | PRINCE WILLIAM HOSPITAL |
| ROWAN MEDICAL SERVICES LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | INACTIVE | NC | $0 | $0 | ROWAN REGIONAL MEDICAL CENTER | |
| ROWAN COMMUNITY SERVICES LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 272991035 | HEALTHCARE | NC | $0 | $0 | ROWAN REGIONAL MEDICAL CENTER |
| NMG AFFILIATE PRACTICE I LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562084786 | HEALTHCARE | NC | $30,314,493 | $8,503,520 | NMG SERVICES |
| NMG SOUTHPARK SERVICES LLC | |||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 450600400 | HEALTHCARE | NC | $2,211,306 | $233,478 | NMG SERVICES |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AUXILIARY OF FORSYTH MEMORIAL HOSPITAL | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 560862112 | HEALTHCARE | NC | 501(C)(3) | LINE 9 | FORSYTH MEMORIAL HOSPITAL INC | Yes (1) |
| BRUNSWICK NOVANT MEDICAL CENTER FOUNDATION | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 274616751 | HEALTHCARE | NC | 501(C)(3) | LINE 7 | BRUNSWICK COMMUNITY HOSPITAL LLC | Yes (1) |
| CAROLINA MEDICORP ENTERPRISES INC | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 581466368 | HEALTHCARE | NC | 501(C)(3) | LINE 11B, II | NOVANT MEDICAL GROUP INC | Yes (1) |
| COMMUNITY GENERAL HEALTH PARTNERS INC | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 560636250 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | NOVANT HEALTH TRIAD REGION LLC | Yes (1) |
| COMMUNITY GENERAL HOSPITAL FOUNDATION INC | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561828629 | HEALTHCARE | NC | 501(C)(3) | LINE 7 | COMMUNITY GENERAL HEALTH PARTNERS INC | Yes (1) |
| FORSYTH MEDICAL CENTER FOUNDATION | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562120959 | HEALTHCARE | NC | 501(C)(3) | LINE 7 | FORSYTH MEMORIAL HOSPITAL INC | Yes (1) |
| FORSYTH MEMORIAL HOSPITAL INC | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 560928089 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | NOVANT HEALTH TRIAD REGION LLC | Yes (1) |
| FOUNDATION HEALTH SYSTEMS CORP | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561373175 | HEALTHCARE | NC | 501(C)(3) | LINE 9 | NOVANT HEALTH INC | Yes (1) |
| MEDICAL PARK HOSPITAL INC | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561340424 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | NOVANT HEALTH TRIAD REGION LLC | Yes (1) |
| NMG SERVICES INC | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562098809 | HEALTHCARE | NC | 501(C)(3) | LINE 9 | NOVANT HEALTH INC | Yes (1) |
| NOVANT MEDICAL GROUP INC | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 581728803 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | NMG SERVICES INC | Yes (1) |
| PERSONAL CARE SERVICES | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 541291284 | HEALTHCARE | VA | 501(C)(3) | LINE 9 | PRINCE WILLIAM HEALTH SYSTEM | Yes (1) |
| PRESBYTERIAN HOSPITAL FOUNDATION | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 581413074 | HEALTHCARE | NC | 501(C)(3) | LINE 7 | NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC | Yes (1) |
| PRESBYTERIAN MEDICAL CARE CORPORATION | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561376368 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC | Yes (1) |
| PRINCE WILLIAM HEALTH SYSTEM | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 541278944 | HEALTHCARE | VA | 501(C)(3) | LINE 11C, III-FI | NOVANT HEALTH INC | Yes (1) |
| PRINCE WILLIAM HOSPITAL | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 540696355 | HEALTHCARE | VA | 501(C)(3) | LINE 3 | PRINCE WILLIAM HEALTH SYSTEM | Yes (1) |
| PWHS FOUNDATION | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 541307595 | HEALTHCARE | VA | 501(C)(3) | LINE 7 | PRINCE WILLIAM HEALTH SYSTEM | Yes (1) |
| ROWAN HEALTH SERVICES CORPORATION | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561424814 | HEALTHCARE | NC | 501(C)(3) | LINE 11C, III-FI | NOVANT HEALTH INC | Yes (1) |
| ROWAN REGIONAL MEDICAL CENTER AUXILIARY | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 237022472 | HEALTHCARE | NC | 501(C)(3) | LINE 9 | ROWAN REGIONAL MEDICAL CENTER INC | Yes (1) |
| ROWAN REGIONAL MEDICAL CENTER FOUNDATION INC | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561424818 | HEALTHCARE | NC | 501(C)(3) | LINE 7 | ROWAN REGIONAL MEDICAL CENTER INC | Yes (1) |
| ROWAN REGIONAL MEDICAL CENTER INC | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 560547479 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | ROWAN HEALTH SERVICES CORPORATION | Yes (1) |
| SELF INSURANCE FUND - NOVANT HEALTH INC | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 581867242 | HEALTHCARE | NC | 501(C)(3) | LINE 11C, III-FI | NOVANT HEALTH INC | Yes (1) |
| THE PRESBYTERIAN HOSPITAL | ||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 560554230 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BLUE HERON REAL ESTATE OPPORTUNITY FUND I LLC | ||||||||||||||
| 111 CLOISTER COURT SUITE 114 | CHAPEL HILL | NC | 27514 | 452601527 | RENTAL REAL ESTATE | NC | NOVANT HEALTH INC | INVESTMENT | -$247,289 | $36,038,360 | 0 | -$271,503 | 0 | 0.58590 |
| BLUE HERON REAL ESTATE OPPORTUNITY FUND II LP | ||||||||||||||
| 111 CLOISTER COURT SUITE 114 | CHAPEL HILL | NC | 27514 | 611756010 | RENTAL REAL ESTATE | NC | NOVANT HEALTH INC | INVESTMENT | -$179,658 | $5,752,696 | 0 | -$143,619 | 0 | 0.67490 |
| PROVIDENCE ROAD LAND PARTNERS LLC | ||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562264109 | RENTAL REAL ESTATE | NC | NOVANT HEALTH INC | INVESTMENT | $258,112 | $33,650,910 | 0 | $98,817 | 0 | 0.88570 |
| SOUTHPARK SURGERY CENTER LLC | ||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 870714098 | HEALTHCARE | NC | THE PRESBYTERIAN HOSPITAL | RELATED | $1,636,194 | $4,617,728 | 0 | 0 | 0.60000 | |
| HOLLY SPRINGS SURGERY CENTER LLC | ||||||||||||||
| 100 SAWMILL ROAD | RALEIGH | NC | 27615 | 473460976 | HEALTHCARE | NC | NOVANT HEALTH INC | RELATED | $3,675,100 | 0 | Yes (1) | 0.57200 | ||
| PRINCE WILLIAM AMBULATORY SURGERY CENTER LLC | ||||||||||||||
| 8650 SUDLEY ROAD STE 411 | MANASSAS | VA | 20110 | 770594498 | HEALTHCARE | VA | PRINCE WILLIAM HOSPITAL | RELATED | $1,154,939 | $1,159,868 | 0 | Yes (1) | 0.51000 | |
| ENDOSCOPY CENTER OF LAKE NORMAN LLC | ||||||||||||||
| 13808 PROFESSIONAL CENTER DRIVE | HUNTERSVILLE | NC | 28078 | 205112015 | HEALTHCARE | NC | PRESBYTERIAN AMBULATORY HOLDINGS LLC | RELATED | $187,565 | $462,984 | 0 | Yes (1) | 0.51000 | |
| HAYMARKET SURGERY CENTER LLC | ||||||||||||||
| 15195 HEATHCOTE BLVD STE 210 | MANASSAS | VA | 20169 | 462874962 | HEALTHCARE | VA | PRINCE WILLIAM HOSPITAL | RELATED | $4,850 | $1,762,967 | 0 | Yes (1) | 0.51010 | |
| MATTHEWS SURGERY CENTER LLC | ||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 273634811 | HEALTHCARE | NC | PRESBYTERIAN MEDICAL CARE CORP | RELATED | $280,002 | $3,311,427 | 0 | Yes (1) | 0.50000 | |
| LATITUDE MULTI-FAMILY RECOVERY FUND LP | ||||||||||||||
| 350 SOUTH BEVERLY DRIVE SUITE 300 | BEVERLY HILLS | CA | 90212 | 453360465 | RENTAL REAL ESTATE | CA | NOVANT HEALTH INC | INVESTMENT | $2,698,715 | $26,336,255 | 0 | $1,314,958 | 0 | 0.69120 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 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 | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHOICEHEALTH INC | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561896065 | MANAGED CARE | NC | NOVANT HEALTH INC | C | $1,359,621 | $77,882 | 1.00000 | Yes (1) | |||||
| COMMUNICARE INC | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561952950 | RENTAL REAL ESTATE | NC | COMMUNITY GENERAL HEALTH PARTNERS INC | C | $978,640 | 1.00000 | Yes (1) | ||||||
| FISCAL CORPORATION LTD | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 541282069 | HEALTH RELATED | VA | PRINCE WILLIAM HEALTH SYSTEM | C | 1.00000 | Yes (1) | |||||||
| KERNERSVILLE MEDICAL CENTER PARK OWNERS' ASSOCIATION | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 471511401 | RENTAL REAL ESTATE | NC | NOVANT HEALTH INC | C | $1,189,079 | 1.00000 | Yes (1) | ||||||
| MEDQUEST INC & SUBSIDIARIES | |||||||||||||||||
| 3480 PRESTON RIDGE RD STE 600 | ALPHARETTA | GA | 30005 | 223860764 | DIAGNOSTIC IMAGING | DE | NOVANT HEALTH INC | C | $185,694,841 | $100,594,881 | 1.00000 | Yes (1) | |||||
| NOVANT HEALTH RISK RETENTION GROUP INC | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 203382230 | INSURANCE | SC | NOVANT MEDICAL GROUP | C | $2,518,057 | $10,388,818 | 0.78000 | Yes (1) | |||||
| NOVANT HEALTH SHARED SERVICES INC | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 562226937 | ADMIN SERVICES | NC | NOVANT HEALTH INC | C | $20,839,624 | $6,603,713 | 1.00000 | Yes (1) | |||||
| PRINCE WILLIAM FAMILY HEALTHCARE | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 541748199 | HEALTH RELATED | VA | FISCAL CORPORATION LTD | C | 1.00000 | Yes (1) | |||||||
| PRINCE WILLIAM MEDICAL SUPPLY | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 541307554 | HEALTH RELATED | VA | FISCAL CORPORATION LTD | C | 1.00000 | Yes (1) | |||||||
| ROWAN MEDICAL ALLIANCE INC | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561992669 | INSURANCE | NC | ROWAN REGIONAL MEDICAL CENTER INC | C | $69,529 | 1.00000 | Yes (1) | ||||||
| ROWAN MEDICAL FACILITIES INC | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561424672 | MEDICAL SUPPLIES | NC | ROWAN HEALTH SERVICES CORPORATION | C | $1,002,358 | $1,122,779 | 1.00000 | Yes (1) | |||||
| SALEM DIAGNOSTICS INC | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561513621 | HEALTH RELATED | NC | SALEM HEALTH SERVICES INC | C | 1.00000 | Yes (1) | |||||||
| SALEM HEALTH SERVICES INC | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 561342654 | HEALTH RELATED | NC | NOVANT HEALTH TRIAD REGION LLC | C | $1,720,676 | 1.00000 | Yes (1) | ||||||
| THE PARK AT MONROE PROPERTY OWNERS ASSOCIATION INC | |||||||||||||||||
| 2085 FRONTIS PLAZA BLVD | WINSTON SALEM | NC | 27103 | 463910256 | RENTAL REAL ESTATE | NC | NOVANT HEALTH INC | C | $85,940 | $98,447 | 1.00000 | Yes (1) | |||||
| TRINOVA INSURANCE LTD | |||||||||||||||||
| 980615601 | INSURANCE | NOVANT HEALTH INC | C | $639,274 | $13,389,478 | 1.00000 | Yes (1) | 58 PAR LA VILLE RD PO BOX 1995 | HAMILTON | BERMUDA HMHX | BD | BD | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (53 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MEDQUEST | ||
| A | $11,381,636 | COST |
| NOVANT HEALTH RISK RETENTION GROUP INC | ||
| A | $195,760 | COST |
| FOUNDATION HEALTH SYSTEMS CORP | ||
| A | $6,638,715 | COST |
| FORSYTH MEMORIAL HOSPITAL INC | ||
| A | $10,747,113 | COST |
| NOVANT MEDICAL GROUP INC | ||
| A | $6,563,347 | COST |
| THE PRESBYTERIAN HOSPITAL | ||
| A | $1,230,993 | COST |
| PRESBYTERIAN MEDICAL CARE CORP | ||
| A | $81,414 | COST |
| COMMUNITY GENERAL HEALTH PARTNERS INC | ||
| A | $13,576 | COST |
| CAROLINA MEDICORP ENTERPRISES INC | ||
| A | $316,468 | COST |
| NOVANT HEALTH SHARED SERVICES INC | ||
| A | $143,237 | COST |
| ROWAN REGIONAL MEDICAL CENTER FOUNDATION INC | ||
| B | $75,000 | CASH |
| FORSYTH MEDICAL CENTER FOUNDATION | ||
| C | $402,586 | CASH |
| FOUNDATION HEALTH SYSTEMS CORP | ||
| D | $108,882,898 | COST |
| MEDQUEST | ||
| D | $147,618,727 | COST |
| NOVANT HEALTH RISK RETENTION GROUP INC | ||
| D | $2,272,762 | COST |
| FOUNDATION HEALTH SYSTEMS CORP | ||
| J | $314,960 | COST |
| NOVANT MEDICAL GROUP INC | ||
| K | $178,026 | COST |
| FOUNDATION HEALTH SYSTEMS CORP | ||
| L | $263,653 | COST |
| MEDQUEST | ||
| L | $67,235 | COST |
| MEDQUEST | ||
| M | $1,491,189 | COST |
| NOVANT MEDICAL GROUP INC | ||
| P | $1,824,542 | COST |
| BRUNSWICK NOVANT MEDICAL CENTER FOUNDATION | ||
| Q | $50,654 | COST |
| COMMUNITY GENERAL HEALTH PARTNERS INC | ||
| Q | $19,649,192 | COST |
| COMMUNITY GENERAL HOSPITAL FOUNDATION INC | ||
| Q | $155,600 | COST |
| CHOICEHEALTH INC | ||
| Q | $213,889 | COST |
| CAROLINA MEDICORP ENTERPRISES INC | ||
| Q | $5,347,199 | COST |
| FOUNDATION HEALTH SYSTEMS CORP | ||
| Q | $15,831,569 | COST |
| AUXILIARY OF FORSYTH MEMORIAL HOSPITAL | ||
| Q | $1,110,931 | COST |
| FORSYTH MEDICAL CENTER FOUNDATION | ||
| Q | $1,429,416 | COST |
| FORSYTH MEMORIAL HOSPITAL INC | ||
| Q | $309,959,776 | COST |
| HAYMARKET SURGERY CENTER LLC | ||
| Q | $2,477,853 | COST |
| MEDICAL PARK HOSPITAL | ||
| Q | $24,961,911 | COST |
| MATTHEWS SURGERY CENTER LLC | ||
| Q | $2,060,194 | COST |
| NOVANT HEALTH SHARED SERVICES INC | ||
| Q | $10,671,853 | COST |
| NOVANT MEDICAL GROUP INC | ||
| Q | $121,509,480 | COST |
| NMG SERVICES INC | ||
| Q | $18,292,163 | COST |
| PERSONAL CARE SERVICES | ||
| Q | $1,559,370 | COST |
| THE PRESBYTERIAN HOSPITAL | ||
| Q | $269,459,133 | COST |
| PRESBYTERIAN HOSPITAL FOUNDATION | ||
| Q | $3,133,273 | COST |
| PRESBYTERIAN MEDICAL CARE CORP | ||
| Q | $57,464,817 | COST |
| PROVIDENCE ROAD LAND PARTNERS LLC | ||
| Q | $690,862 | COST |
| PRINCE WILLIAM AMBULATORY SURGERY CENTER LLC | ||
| Q | $5,814,360 | COST |
| PRINCE WILLIAM HOSPITAL | ||
| Q | $101,748,067 | COST |
| PRINCE WILLIAM HEALTH SYSTEM | ||
| Q | $11,224,280 | COST |
| PWHS FOUNDATION | ||
| Q | $180,239 | COST |
| ROWAN HEALTH SERVICES CORP | ||
| Q | $525,891 | COST |
| ROWAN MEDICAL FACILITIES INC | ||
| Q | $2,142,358 | COST |
| ROWAN REGIONAL MEDICAL CENTER INC | ||
| Q | $53,599,608 | COST |
| ROWAN REGIONAL MEDICAL CENTER FOUNDATION INC | ||
| Q | $586,489 | COST |
| SELF INSURANCE FUND - NOVANT HEALTH INC | ||
| Q | $11,029,415 | COST |
| SOUTHPARK SURGERY CENTER LLC | ||
| Q | $7,557,304 | COST |
| FOUNDATION HEALTH SYSTEMS CORP | ||
| R | $29,692,595 | COST |
| PRINCE WILLIAM HOSPITAL | ||
| S | $108,180,230 | COST |