STANLY REGIONAL MEDICAL CENTER: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STANLY REGIONAL MEDICAL CENTER (EIN 56-0556760)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2015-08-27
- IRS object ID
- 201502399349300135
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-27T15:56:01-05:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE STREET SUITE 800 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560556760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLY REGIONAL MEDICAL CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 7049844393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 1489 | AddressLine1 |
| City | ALBEMARLE | City |
| State | NC | State |
| ZIP Code | 28002 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NYKOLA SAMILO | PersonNm |
| Person Title | VP, CFO | PersonTitleTxt |
| Phone | 7049844000 | PhoneNum |
| Signature | 2015-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN NORMAN | PreparerPersonNm |
| PTIN | P01506766 | PTIN |
| Phone | 7049985200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALFRED TAYLOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 YADKIN ROAD | AddressLine1 |
| City | ALBEMARLE | City |
| State | NC | State |
| ZIP Code | 28001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $102,503,786 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STANLY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO FACILITATE IMPROVING THE HEALTH OF PEOPLE IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 857 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $6,532,640 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$406,893 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $530,863 | PYContributionsGrantsAmt |
| CY Contributions Grants | $383,484 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $98,818,771 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $101,866,195 | CYProgramServiceRevenueAmt |
| PY Investment Income | $642,175 | PYInvestmentIncomeAmt |
| CY Investment Income | $562,442 | CYInvestmentIncomeAmt |
| PY Other Revenue | $511,033 | PYOtherRevenueAmt |
| CY Other Revenue | -$308,335 | CYOtherRevenueAmt |
| PY Total Revenue | $100,502,842 | PYTotalRevenueAmt |
| CY Total Revenue | $102,503,786 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $78,400 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $73,219 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,236,362 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,719,317 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $50,108,712 | PYOtherExpensesAmt |
| CY Other Expenses | $48,013,518 | CYOtherExpensesAmt |
| PY Total Expenses | $97,423,474 | PYTotalExpensesAmt |
| CY Total Expenses | $92,806,054 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,079,368 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,697,732 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $116,138,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,412,055 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,266,024 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,411,499 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $78,872,802 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,000,556 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | STANLY REGIONAL MEDICAL CENTER'S MISSION IS TO FACILITATE IMPROVING THE HEALTH OF THE PEOPLE IN THE COMMUNITIES WE SERV, BY PROVIDING QUALITY SERVICES THAT ARE COMPREHENSIVE, AFFORDABLE AND DELIVERED: COMPASSIONATELY, APPROPRIATELY, RESPONSIBLY, EFFICIENTLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $60,135,074 | ExpenseAmt |
| Grant | $73,219 | GrantAmt |
| Revenue | $93,318,847 | RevenueAmt |
| Desc | STANLY REGIONAL MEDICAL CENTER PROVIDED APPROXIMATELY 16,800 INPATIENT DAYS OF CARE AND APPROXIMATELY 77,300 OUTPATIENT VISITS (EXCLUDING LABS) DURING 2014. DISCHARGES WERE APPROXIMATELY 5,400. THE HOSPITAL USES IT RESOURCES TO EFFECTIVELY AND EFFICIENTLY PROVIDE QUALITY HEALTH CARE TO THE RESIDENTS OF STANLY COUNTY AND THE IMMEDIATE SURROUNDING AREAS IN A PASSIONATE AND RESPONSIVE MANNER. IN KEEPING WITH THE HOSPITAL'S MISSION, THE HOSPITAL: -PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS WITH REIMBURSEMENT AT A LEVEL BELOW THE COST OF PROVIDING THAT CARE: -PROVIDES BAD DEBT AND CHARITY CARE; - PROVIDES HEALTH ACTIVITIES, SPACE, AND PROGRAMS TO SUPPORT THE COMMUNITY. AS STATED ABOVE, STANLY REGIONAL PROVIDED HEALTH CARE TO MEDICARE AND MEDICAID PATIENT WITH REIMBURSEMENT BELOW THE HOSPITAL'S COST. THE HOSPITAL RECOGNIZES THESE AMOUNTS AS A FORM OF UNCOMPENSATED CARE IN MEETING ITS MISSION. | Desc |
| Total Program Service Expenses | $60,135,074 | 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 | Yes (1) | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 857 | 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 | 0 | ForeignFinancialAccountInd |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNY PATRICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7049844643 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 YADKIN STREET | AddressLine1 |
| City | ALBEMARLE | City |
| State | NC | State |
| ZIP Code | 28001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LARRY BAUCOM | |||||||||
| CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID HORTON | |||||||||
| VICE-CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE HARWOOD | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAWN ALLEN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DARRELL ALMOND | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHERRILL SMITH | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RUFUS LEFLER III | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KRISTI JACKSON | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACK JORDAN | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR MIKE MCLEOD | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $272,983 | $26,828 | 39.00 | |||
| ELBERT WHITLEY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN CHAMBERS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE LUTES | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DENNIS PHILLIPS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN G MOORE | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALFRED P TAYLOR | |||||||||
| PRESIDENT/CEO | 40.00 | $347,274 | $0 | $54,812 | Yes (X) | ||||
| NYKOLA SAMILO | |||||||||
| VP, CFO | 40.00 | $216,923 | $0 | $44,585 | Yes (X) | ||||
| JUDY DORAN | |||||||||
| CNE | 40.00 | $166,868 | $0 | $22,192 | Yes (X) | ||||
| PAUL D'AMICO | |||||||||
| CMO | 40.00 | $153,957 | $0 | $10,826 | Yes (X) | ||||
| BRIAN FREEMAN | |||||||||
| VP, OPERATIONS | 40.00 | $165,791 | $0 | $25,638 | Yes (X) | ||||
| ANJANA YOUNG | |||||||||
| DIRECTOR, ANESTHESIOLOGY | 40.00 | $249,259 | $0 | $21,817 | Yes (X) | ||||
| WILLIAM DENNIS | |||||||||
| ANESTHESIOLOGIST | 40.00 | $178,363 | $0 | $21,838 | Yes (X) | ||||
| JEFFREY PITMAN | |||||||||
| ANESTHESIOLOGIST | 40.00 | $202,077 | $0 | $6,955 | Yes (X) | ||||
| JESSICA STEED | |||||||||
| ANESTHESIOLOGIST | 40.00 | $180,833 | $0 | $32,989 | Yes (X) | ||||
| SUZANNE MCLESTER | |||||||||
| ANESTHESIOLOGIST | 40.00 | $188,258 | $0 | $23,286 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,049,603 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $272,983 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $291,766 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 32 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAROLINAS MEDICAL CENTER | |||||
| 1000 BLYTHE BLVD | CHARLOTTE | NC | 28203 | MANAGEMENT SERVICES | $4,178,355 |
| CAROLINAS HOSPITALISTS GROUP STANLY | |||||
| 4400 GOLF ACRES | CHARLOTTE | NC | 28208 | HOSPITALISTS | $762,449 |
| DIVERSIFIED CLINICAL SERVICES | |||||
| PO BOX 636981 | CINCINNATI | OH | 482636981 | WOUND CARE STAFF | $692,820 |
| TRUSTAFF | |||||
| 4270 GLENDALE MILFORD RD | CINCINNATI | OH | 45242 | NURSE STAFFING | $493,359 |
| LEIDOS HEALTH LLC | |||||
| 705 E MAIN ST | WESTFIELD | IN | 46074 | IT STAFFING | $294,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $193,759 | RelatedOrganizationsAmt |
| All Other Contributions | $189,725 | AllOtherContributionsAmt |
| Total Contributions | $383,484 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT REVENUE | 621400 | $85,689,172 | $85,689,172 | |
| UNRELATED PHARMACY | 621400 | $6,532,640 | $6,532,640 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,644,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,644,383 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $101,866,195 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $562,442 | TotalRevenueColumnAmt |
| Exclusion | $562,442 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT OF PENSION ANNUITY CON | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$308,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$308,335 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$308,335 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,503,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $95,025,220 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,532,640 | UnrelatedBusinessRevenueAmt |
| Exclusion | $562,442 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,219 | TotalAmt |
| Program Services | $73,219 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,266 | TotalAmt |
| Management And General | $188,266 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,990,245 | TotalAmt |
| Program Services | $28,571,003 | ProgramServicesAmt |
| Management And General | $4,419,242 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $641,527 | TotalAmt |
| Management And General | $641,527 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,644,659 | TotalAmt |
| Program Services | $144,469 | ProgramServicesAmt |
| Management And General | $8,500,190 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,254,620 | TotalAmt |
| Program Services | $1,966,665 | ProgramServicesAmt |
| Management And General | $287,955 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141,394 | TotalAmt |
| Management And General | $1,141,394 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,848 | TotalAmt |
| Management And General | $201,848 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,132 | TotalAmt |
| Management And General | $71,132 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,599,036 | TotalAmt |
| Program Services | $5,349,253 | ProgramServicesAmt |
| Management And General | $3,249,783 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,408 | TotalAmt |
| Program Services | $46,642 | ProgramServicesAmt |
| Management And General | $310,766 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,507,734 | TotalAmt |
| Program Services | $1,195,627 | ProgramServicesAmt |
| Management And General | $312,107 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,996,793 | TotalAmt |
| Management And General | $3,996,793 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,782,425 | TotalAmt |
| Program Services | $1,193,471 | ProgramServicesAmt |
| Management And General | $588,954 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,511 | TotalAmt |
| Program Services | $14,712 | ProgramServicesAmt |
| Management And General | $11,799 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,407 | TotalAmt |
| Program Services | $59,266 | ProgramServicesAmt |
| Management And General | $35,141 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,269 | TotalAmt |
| Management And General | $1,091,269 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,044,526 | TotalAmt |
| Program Services | $3,009,786 | ProgramServicesAmt |
| Management And General | $3,034,740 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $912,776 | TotalAmt |
| Management And General | $912,776 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES/R&M/REMODEL | $18,217,801 | $17,686,336 | $531,465 |
| ASSESSMENT & MCRE NON-R | $2,327,984 | $2,327,984 | |
| MISCELLANEOUS | $912,322 | $520,003 | $392,319 |
| DUES AND SUBSCRIPTIONS | $582,541 | $176,587 | $405,954 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,611 | TotalAmt |
| Program Services | $128,035 | ProgramServicesAmt |
| Management And General | $17,576 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,806,054 | TotalAmt |
| Program Services | $60,135,074 | ProgramServicesAmt |
| Management And General | $32,670,980 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,947,485 | BOYAmt |
| EOY | $13,534,185 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,201,654 | BOYAmt |
| EOY | $11,710,749 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,339,151 | BOYAmt |
| EOY | $2,556,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,208,634 | BOYAmt |
| EOY | $1,270,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $148,999,293 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $106,854,766 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,182,442 | BOYAmt |
| EOY | $42,144,527 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,965,608 | BOYAmt |
| EOY | $38,554,639 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,293,852 | BOYAmt |
| EOY | $8,640,859 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,138,826 | BOYAmt |
| EOY | $118,412,055 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,465,500 | BOYAmt |
| EOY | $8,122,431 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,016,581 | BOYAmt |
| EOY | $19,798,185 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,783,943 | BOYAmt |
| EOY | $4,490,883 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,266,024 | BOYAmt |
| EOY | $32,411,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,166,322 | BOYAmt |
| EOY | $85,739,677 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,480 | BOYAmt |
| EOY | $260,879 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,872,802 | BOYAmt |
| EOY | $86,000,556 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,138,826 | BOYAmt |
| EOY | $118,412,055 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,697,732 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,567,508 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,470 | 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 | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $24,682 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $24,682 | 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 | A PORTION OF MEMBER ORGANIZATION DUES ARE ATTRIBUTABLE TO LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,085,076 | OtherCostOrOtherBasisAmt |
| Book Value | $8,085,076 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,202,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,969,615 | DepreciationAmt |
| Book Value | $26,232,623 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $54,711,979 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,885,151 | DepreciationAmt |
| Book Value | $7,826,828 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,144,527 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $38,554,639 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $38,554,639 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLES | $2,634,223 |
| ADVANCES TO AFFILIATES | $1,992,098 |
| OTHER ASSETS | $4,014,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,640,859 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS | $5,549,626 |
| PENSION LIABILITY | -$1,554,273 |
| INVENTORY CLEARING | $495,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,490,883 | 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 | THE SYSTEM, HOSPITAL, FOUNDATION, STANLEX, SMS AND MANOR ARE NON PROFIT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM INCOME TAX ON REVENUE EARNED FROM THEIR TAX-EXEMPT STATUS. ALLIANCE AND LIFESMART ARE FOR-PROFIT ENTITIES AND THEREFORE, RECORD INCOME TAX EXPENSE/BENEFIT, AS APPLICABLE. THE SYSTEM, HOSPITAL, FOUNDATION, STANLEX, SMS AND MANOR'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE SYSTEM, HOSPITAL, FOUNDATION, STANLEX, SMS AND MANOR ARE NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUSES. THE SYSTEM, HOSPITAL, FOUNDATION, STANLEX, SMS AND MANOR ARE NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2010 TO 2013 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. THE SYSTEM HAS ADOPTED THE INCOME TAX STANDARD ISSUED BY FINANCIAL ACCOUNTING STANDARDS BOARD IN LIGHT OF ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE INCOME TAX STANDARD. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| 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 | $2,249,200 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $500,312 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,748,888 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01880 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,621,171 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $12,764,120 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,857,051 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05230 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $237,637 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $127,691 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $109,946 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00120 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,108,008 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,392,123 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,715,885 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07230 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $360,230 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $151,363 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $208,867 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00230 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,787 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $7,787 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $368,017 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $151,363 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $216,654 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00240 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $20,476,025 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,543,486 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $6,932,539 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07470 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $83,213 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $83,213 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $83,213 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $83,213 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $17,091,918 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $27,405,967 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $32,230,460 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$4,824,493 | 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 | Yes (1) | FinancialAssistancePrvsnInd |
| 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 | STANLY REGIONAL MEDICAL CENTER INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 YADKIN STREET | AddressLine1 |
| City | ALBEMARLE | City |
| State | NC | State |
| ZIP Code | 28001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | INPATIENT PSYCHIATRIC UNIT | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLY REGIONAL MEDICAL CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Rpt Available Upon Request | Yes (X) | RptAvailableUponRequestInd |
| Adopt Implementation Strategy | Yes (X) | AdoptImplementationStrategyInd |
| Exec Implementation Strategy | Yes (X) | ExecImplementationStrategyInd |
| Develop Community Wide Plan | Yes (X) | DevelopCommunityWidePlanInd |
| Exec Community Wide Plan | Yes (X) | ExecCommunityWidePlanInd |
| Include Operational Plan | Yes (X) | IncludeOperationalPlanInd |
| Adopt Budget | Yes (X) | AdoptBudgetInd |
| Prioritize Health Needs | Yes (X) | PrioritizeHealthNeedsInd |
| Prioritize Services | Yes (X) | PrioritizeServicesInd |
| All Needs Addressed | 0 | AllNeedsAddressedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Used Deter Elig Free Care | Yes (1) | FPGUsedDeterEligFreeCareInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Used Determ Elig Dscnt Care | Yes (1) | FPGUsedDetermEligDscntCareInd |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| Income Level | Yes (X) | IncomeLevelInd |
| Asset Level | Yes (X) | AssetLevelInd |
| Medical Indigency | Yes (X) | MedicalIndigencyInd |
| Insurance Status | Yes (X) | InsuranceStatusInd |
| Uninsured Discount | Yes (X) | UninsuredDiscountInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| Posted On Website | Yes (X) | PostedOnWebsiteInd |
| Posted In Emergency Room | Yes (X) | PostedInEmergencyRoomInd |
| Posted In Admission Office | Yes (X) | PostedInAdmissionOfficeInd |
| Available On Request | Yes (X) | AvailableOnRequestInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Collection Activities | Yes (1) | 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 |
| Other Actions Taken | Yes (X) | OtherActionsTakenInd |
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| STANLY REGIONAL MEDICAL CENTER, INC. | PART V, SECTION B, LINE 3: REPRESENTATIVES FROM THE LOCAL HEALTH DEPARTMENT AND UNITED WAY WERE INVOLVED IN CONDUTING THE CHNA, FOCUS GROUPS AND COLLOBORATED IN THE FINAL WRITTEN DOCUMENT AND INPLEMENTATION STRATEGY. |
| STANLY REGIONAL MEDICAL CENTER, INC. | PART V, SECTION B, LINE 7: STANLY REGIONAL MEDICAL CENTER HAS NOT ADDRESSED THE COMMUNITY CONCERN REVOLVING AROUNG ILLEGAL DRUG USE AS THIS IS BEST ADDRESSED BY LOCAL LAW ENFORCEMENT AND IT OUTSIDE OF THE SCOPE OF SERVICES PROVIDED BY THE HOSPITAL. SRMC HAS CHOSEN TO WORK ON OBESITY/DIABETES AND CANCER IN CONJUNCTION WITH THE LOCAL HEALTH DEPARTMENT. LACK OF PHYSICAL ACTIVITY WILL BE ADDRESSED INDIRECTLY THROUGH THE OBESITY/DIABETES INITIATIVES. |
| STANLY REGIONAL MEDICAL CENTER, INC. | PART V, SECTION B, LINE 14G: AVAILABLILITY OF FINANCIAL ASSISTANCE POLICY IS NOTED ON EACH BILLING STATEMENT |
| STANLY REGIONAL MEDICAL CENTER, INC. | PART V, SECTION B, LINE 18E: SEND LETTER TO POTENTIAL PATIENTS AFTER DISCHARGE. |
| STANLY REGIONAL MEDICAL CENTER, INC. | PART V, SECTION B, LINE 20D: ALL PATIENTS REGARDLESS OF COVERAGE ARE CHARGED THE SAME AMOUNT FOR ALL PROCEDURES. |
| STANLY REGIONAL MEDICAL CENTER, INC. | PART V, SECTION B, LINE 22: SAME AMOUNT IS CHARGED FOR ALL PATIENTS, THEN FINANCIAL ASSISTANCE ADJUSTMENT IS TAKEN WHEN APPROVED. |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | WE USE THE FEDERAL POVERTY GUIDELINES AT 200% AS PUBLISHED BY THE US DEPT OF HEALTH AND HUMAN SERVICES. WE USE INCOME AND LIST OF ASSETS TO DETERMINE ELIGIBILITY. |
| PART I, LINE 7: | THE ORGANIZATION USED THE IRS WORKSHEETS TO CALCULATE THE AMOUNTS REPORTED ON SCHEDULE H. |
| PART I, LINE 7G: | N/A. NO SUBSIDIZED HEALTH SERVICES PROVIDED. |
| PART I, LN 7 COL(F): | THE ORGANIZATION DOES NOT HAVE A PROCESS FOR ESTIMATING THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION MAKES ITS BEST EFFORT TO DETERMINE FINANCIAL ASSISTANCE ELIGIBILITY WITH EVERY PATIENT. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | STANLY REGIONAL RECRUITS PHYSICIANS NEEDED TO PROVIDE ADEQUATE CARE AND PROMOTE HEALTH AMONG OUR COMMUNITY. PHYSICIANS RECRUITED RECENTLY INCLUDE FAMILY MEDICINE, PEDIATRICS, AND GENERAL SURGERY ABD STANLY REGIONAL IS ACTIVELY RECRUTING IN THE AREAS OF NEUROLOGY, NEPHROLOGY AND UROLOGY. ALSO, A MEMBER OF THE EXECUTIVE LEADERSHIP TEAM PARTICIPATES IN COMMUNITY COMMITTEES - LOCAL EMERGENCY PLANNING COMMITTEE AND ENVIRONMENTAL AFFAIRS BOARD AND THE AMERICAN RED CROSS. |
| PART III, LINE 4: | BAD DEBT EXPENSE IS CALCULATED BY ANALYZING THE AGING OF ACCOUNTS FROM THEIR SERVICE DATE AND APPLYING A RESERVE PERCENTAGE BASED ON THE AGING BUCKET THAT THEY FALL INTO. AGING BUCKETS ARE AS FOLLOWS: IN-HOUSE/UNBILLED @ 60%; < 30 DAYS @ 80%; 31-60 DAYS @ 90%; >60 DAYS @ 100%. BAD DEBT WRITE OFFS AND RECOVERIES ARE POSTED TO THE BAD DEBT ALLOWANCE ACCOUNT AND THE ALLOWANCE ACCOUNT IS THEN ADJUSTED TO MATCH THE CALCULATED AMOUNT PER THE AGING MODEL. |
| PART III, LINE 9B: | THERE ARE NO COLLECTION EFFORTS AS SOON AS AN ACCOUNT IS IDENTIFIED AS CHARITY CARE OR FINANCIAL ASSISTANCE IF IT IS 100%. WE APPLY THE FULL ADJUSTMENT AT TIME OF APPROVAL. FOR ACCOUNTS THAT HAVE ONLY PARTIAL FINANCIAL ASSISTANCE THE REMAINING BALANCE FOLLOWS COLLECTION PROCESS DEFINED FOR ALL OTHER ACCOUNTS. |
| PART VI, LINE 2: | STANLY REGIONAL WORKS IN PARTNERSHIP WITH THE STANLY COUNTY HEALTH DEPARTMENT AND OTHER AREA AGENCIES TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT. THE FINDINGS FROM THIS REPORT ARE USED TO HELP OUR ORGANIZATION TARGET SPECIFIC DEMOGRAPHICS AND RELATED HEALTH CONCERNS AND ILLNESSES WITH SIGNIFICANT PREVALENCE IN OUR SERVICE AREA. IN ADDITION TO THIS LOCAL EFFORT, STANLY REGIONAL ALSO RELIES ON STATISTICS PROVIDED BY THE NORTH CAROLINA HOSPITAL ASSOCIATION AND VARIOUS DISEASE-SPECIFIC AGENCIES SUCH AS THE NORTH CAROLINA STROKE ASSOCIATION TO OBTAIN NEEDS ASSESSMENT INFORMATION. |
| PART VI, LINE 3: | WE HAVE OUR POLICY POSTED ON OUR WEBSITE AS WELL AS THROUGH THE NC HOSPITAL ASSOCIATION. WE PROVIDE A GENERAL NOTICE OF THE AVAILABILITY OF PROGRAMS IN EACH BILLING STATEMENT AS WELL AS GENERAL NOTICES POSTED THOUGHOUT THE HOSPITAL. WE HAVE BILLING STAFF AVAILABLE M-F, 8:30 - 5:00 TO ASSIST AND ANSWER QUESTIONS RELATING TO OUR FINANCIAL ASSISTANCE POLICY. |
| PART VI, LINE 4: | THE PROFILES OF STANLY REGIONAL MEDICAL CENTER AUDIENCES CONSIST OF THE FOLLOWING GEOGRAPHIC AREAS: (1) CENTRAL SERVICE AREA - CONSISTING OF ALBEMARLE, NORWOOD, NEW LONDON, AND BADIN; (2) WESTERN SERVICE AREA -CONSISTING OF OAKBORO, STANFIELD, RICHFIELD, LOCUST, MISENHEIMER, GOLD HILL, AND MT. PLEASANT; (3) EASTERN SERVICE AREA - CONSISTING OF MT. GILEAD AND TROY. THE 2010 POPULATION FOR THE COUNTY WAS 60,585. THE 2014 PROJECTED POPULATION FOR THIS AREA IS 61,545. THE MEDIAN INCOME FOR STANLY COUNTY IS $42,518 WITH APPROXIMATELY 16% OF THE POPULATION FALLING BELOW THE POVERTY LEVEL. |
| PART VI, LINE 5: | STANLY REGIONAL PROMOTES WELLNESS AND DISEASE MANAGEMENT IN THE COMMUNITIES IT SERVES BY HOSTING NUMEROUS HEALTH SCREENINGS TARGETING HIGH BLOOD PRESSURE, STROKE PREVENTION, HEART DISEASE AND DIABETES. THESE SCREENINGS TAKE PLACE THROUGH CIVIC GROUPS, AREA CHURCHES, COMMUNITY GROUPS AND GEOGRAPHIC SERVICE AREA EVENTS AND FESTIVALS. OUR EMPLOYEES ALSO SERVE AS MEMBERS OF A SPEAKER'S BUREAU WHERE THEY SERVE AS GUEST LECTURERS ON HEALTHCARE TOPICS OF INTEREST TO ORGANIZATIONS, SCHOOLS AND PUBLIC FORUMS.IN ADDITION TO DISEASE-SPECIFIC HEALTH SCREENINGS AND EDUCATION, THE HOSPITAL WORKS CLOSELY WITH OTHER AREA NOT-FOR-PROFITS TO CULTIVATE THE COMMUNITY'S NEEDS (HABITAT FOR HUMANITY, ADOPT-A-HIGHWAY, COMMUNITY TABLE, GROUP HOMES FOR THE AUTISTIC, ETC). THROUGH COMMUNITY EFFORTS AND INITIATIVES, THE HOSPITAL'S EMPLOYEES HAVE ASSISTED IN BUILDING AND CLEAN UP PROJECTS, AS WELL AS FEEDING AND CARING FOR THOSE LESS FORTUNATE IN THE AREA. STANLY REGIONAL ALSO DONATES MEDICAL SUPPLIES AS NEEDED TO AREA CHURCH GROUPS LEAVING FOR OVERSEAS MISSION TRIPS. |
| PART VI, LINE 7, REPORTS FILED WITH STATES | NC |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL ASSISTANCE | GrantTypeTxt |
| Recipient | 20 | RecipientCnt |
| Cash Grant | $73,219 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EMPLOYEES ARE GRANTED EDUCATION REIMBURSEMENT BASED ON NEED, AVAILABILITY, AND APPROPRIATE DOCUMENTATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR MIKE MCLEOD | ||||||||||||||
| BOARD MEMBER | $0 | $272,983 | $0 | $0 | $0 | $0 | $0 | $6,160 | $0 | $20,668 | $0 | $299,811 | $0 | $0 |
| ALFRED P TAYLOR | ||||||||||||||
| PRESIDENT/CEO | $259,455 | $0 | $68,265 | $0 | $19,554 | $0 | $24,597 | $0 | $30,215 | $0 | $402,086 | $0 | $0 | $0 |
| NYKOLA SAMILO | ||||||||||||||
| VP, CFO | $177,964 | $0 | $36,140 | $0 | $2,819 | $0 | $19,457 | $0 | $25,128 | $0 | $261,508 | $0 | $0 | $0 |
| JUDY DORAN | ||||||||||||||
| CNE | $137,350 | $0 | $27,740 | $0 | $1,778 | $0 | $12,194 | $0 | $9,998 | $0 | $189,060 | $0 | $0 | $0 |
| PAUL D'AMICO | ||||||||||||||
| CMO | $133,957 | $0 | $20,000 | $0 | $0 | $0 | $1,125 | $0 | $9,701 | $0 | $164,783 | $0 | $0 | $0 |
| BRIAN FREEMAN | ||||||||||||||
| VP, OPERATIONS | $165,791 | $0 | $0 | $0 | $0 | $0 | $6,975 | $0 | $18,663 | $0 | $191,429 | $0 | $0 | $0 |
| ANJANA YOUNG | ||||||||||||||
| DIRECTOR, ANESTHESIOLOGY | $249,259 | $0 | $0 | $0 | $0 | $0 | $9,708 | $0 | $12,109 | $0 | $271,076 | $0 | $0 | $0 |
| WILLIAM DENNIS | ||||||||||||||
| ANESTHESIOLOGIST | $178,363 | $0 | $0 | $0 | $0 | $0 | $3,680 | $0 | $18,158 | $0 | $200,201 | $0 | $0 | $0 |
| JEFFREY PITMAN | ||||||||||||||
| ANESTHESIOLOGIST | $202,077 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,955 | $0 | $209,032 | $0 | $0 | $0 |
| JESSICA STEED | ||||||||||||||
| ANESTHESIOLOGIST | $180,833 | $0 | $0 | $0 | $0 | $0 | $7,729 | $0 | $25,260 | $0 | $213,822 | $0 | $0 | $0 |
| SUZANNE MCLESTER | ||||||||||||||
| ANESTHESIOLOGIST | $188,258 | $0 | $0 | $0 | $0 | $0 | $5,902 | $0 | $17,384 | $0 | $211,544 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THREE EMPLOYEES (CEO, COO, CFO) ARE EMPLOYED BY THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY D/B/A CAROLINAS HEALTHCARE SYSTEM ("CHS") AND LEASED TO THE ORGANIZATION THROUGH A MANAGEMENT AGREEMENT. |
| FORM 990, PART VI, SECTION A, LINE 4 | SUMMARY OF SIGNIFICANT CHANGES TO GOVERNING DOCUMENTS STANLY REGIONAL MEDICAL CENTER EFFECTIVE MARCH 1, 2014, THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY ("CMHA"), A NORTH CAROLINA HOSPITAL AUTHORITY THAT AS A POLITICAL SUBDIVISION OF THE STATE OF NORTH CAROLINA, IS NOT SUBJECT TO FEDERAL INCOME TAXES, BECAME THE SOLE MEMBER OF STANLY HEALTH SERVICES, INC. ("SHS"), A NORTH CAROLINA NONPROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3). BECAUSE THE ORGANIZATION'S SOLE MEMBER IS SHS, CMHA IS NOW THE ULTIMATE PARENT OF THE ORGANIZATION. THE FOLLOWING SIGNIFICANT CHANGES WERE MADE TO THE ORGANIZATION'S GOVERNING DOCUMENTS IN 2014: - THE GOVERNING DOCUMENTS INDICATE THAT SHS, A WHOLLY OWNED SUBSIDIARY OF CMHA, IS THE SOLE MEMBER OF THE ORGANIZATION, AND THAT CMHA IS THE ULTIMATE PARENT OF THE ORGANIZATION. - A NEW EXEMPT PURPOSE OF THE ORGANIZATION WAS ADDED: TO ACT AS AN INTEGRAL PART AND INSTRUMENTALITY OF CMHA, A VERTICALLY INTEGRATED HEALTHCARE DELIVERY SYSTEM ORGANIZED AS A HOSPITAL AUTHORITY UNDER THE NORTH CAROLINA HOSPITAL AUTHORITIES ACT. - THE COMPOSITION OF THE BOARD OF DIRECTORS WAS CHANGED FROM A MINIMUM OF TWELVE, TO A BOARD COMPOSED OF THREE TO TEN MEMBERS, AS FIXED BY THE ORGANIZATION'S SOLE MEMBER, SHS. UNTIL MARCH 1, 2016, TWO OF THE ORGANIZATION'S DIRECTORS MUST HAVE BEEN DIRECTORS OF SHS AS OF FEBRUARY 28, 2014; OTHERWISE, ONLY OFFICERS OR EMPLOYEES OF CMHA MAY SERVE AS DIRECTORS. - THE ORGANIZATION'S SOLE MEMBER, SHS, NOW HAS THE RIGHT TO APPOINT THE ORGANIZATION'S DIRECTORS AND TO REMOVE DIRECTORS AT ANY TIME WITHOUT CAUSE. PREVIOUSLY, SHS HAD THE RIGHT TO APPOINT DIRECTORS AND DIRECTORS COULD BE REMOVED FOR CAUSE BY A 2/3 VOTE OF THE ORGANIZATION'S BOARD OF DIRECTORS OR BY SHS. - THE OFFICERS OF THE ORGANIZATION NOW CONSIST OF A PRESIDENT, A SECRETARY, A TREASURER AND SUCH VICE PRESIDENTS, ASSISTANT SECRETARIES, AND OTHER OFFICERS AS THE BOARD MAY FROM TIME TO TIME APPOINT. PREVIOUSLY, THE BOARD OF DIRECTORS APPOINTED THE PRESIDENT AND CEO, WHO APPOINTED OTHER OFFICERS. - THE FOLLOWING FUNDAMENTAL ACTIONS REQUIRE ACTION BY OR APPROVAL OF SHS AND CMHA: (A) AMENDMENT OF THE ORGANIZATION'S BYLAWS OR ARTICLES OF INCORPORATION; (B) SALE OF SUBSTANTIALLY ALL OF THE ORGANIZATION'S ASSETS; AND (C) MERGER OR DISSOLUTION OF THE ORGANIZATION. PREVIOUSLY, SHS'S APPROVAL WAS REQUIRED TO AMEND THE ORGANIZATION'S BYLAWS. - CMHA IS GIVEN THE RIGHT TO: (A) PREPARE, CONTROL OR APPROVE THE ORGANIZATION'S BUDGETS; (B) REQUIRE AUDITS OF THE ORGANIZATION'S BOOKS AND OTHER RECORDS; (C) CONTROL OR APPROVE THE ORGANIZATION'S INVESTMENTS, EXPENDITURES, DEBTS AND LIABILITIES; AND (D) MONITOR THE ORGANIZATION'S DAILY OPERATIONS. - UPON DISSOLUTION OF THE ORGANIZATION, ITS ASSETS ARE TO BE DISTRIBUTED, TO BE USED FOR A PUBLIC PURPOSE OR FOR ONE OR MORE EXEMPT PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3), TO CMHA OR ANY CORPORATE ENTITY CONTROLLED BY CMHA WHOSE INCOME IS EXEMPT FROM FEDERAL TAXATION AS AN INTEGRAL PART OF CMHA, UNDER SECTION 115 OF THE INTERNAL REVENUE CODE OR UNDER SECTION 501(C)(3). IF CMHA IS NOT THEN IN EXISTENCE, ITS INCOME IS NOT THEN EXEMPT FROM TAXATION, OR NO ENTITY CONTROLLED BY CMHA WHOSE INCOME IS EXEMPT FROM FEDERAL TAXATION IS THEN IN EXISTENCE, THE ASSETS OF THE CORPORATION ARE TO BE DISTRIBUTED FOR ONE OR MORE EXEMPT PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OR TO THE FEDERAL GOVERNMENT, A STATE OR LOCAL GOVERNMENT, OR A POLITICAL SUBDIVISION THEREOF, FOR A PUBLIC PURPOSE. |
| FORM 990, PART VI, SECTION B, LINE 11 | CFO & CONTROLLER WILL REVIEW THE FORM 990. AFTER INTERNAL REVIEW, THE FORM 990 IS DISTRIBUTED ELECTRONICALLY TO BOARD MEMBERS VIA DIRECTOR'S DESK FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD OF DIRECTORS FILES A CONFLICT OF INTEREST STATEMENT ANNUALLY WHICH IS REVIEWED BY THE CORPORATE COMPLIANCE OFFICE AND THE BOARD CHAIR AND IS MAINTAINED BY THE CORPORATE SECRETARY. MEMBERS WITH POTENTIAL CONFLICTS ARE ASKED TO EXCUSE THEMSELVES FROM VOTING ON MATTERS THAT ARE OF POTENTIAL CONFLICT. DIRECTORS AND EMPLOYESS WITH PURCHASING RESPONSIBILITIES ARE ALSO REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT WHICH IS MAINTAINED BY THE CORPORATE COMPLIANCE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15 | CHS, WHICH LEASES THE CEO, CNO, CMO AND CFO TO THE ORGANIZATION THROUGH A MANAGEMENT AGREEMENT, CONDUCTS AN ANNUAL COMPENSATION THAT BENCHMARKS THE SALARIES OF THOSE INDIVIDUALS TO THE SALARIES OF SIMILARLY SITUATED SERVICE PROVIDERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNRECOGNIZED PENSION EXPENSE TRANSFERS TO AFFILIATES, NET -3,761,205. EQUITY EARNINGS -454,108. ASSETS RELEASED FROM RESTRICTIONS 130,440. ASSETS RELEASED FROM RESTRICTIONS 130,440. CHANGE IN ACCOUNTING STANDARDS FROM FASB TO GASB 3,951,963. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| STANLY REGIONAL MEDICAL CENTER FOUNDATION INC | ||||||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | 561698181 | CHARITY | NC | 501(C)(3) | 170(B)(1)(A)(VI) | N/A | 0 |
| STANLY MEDICAL SERVICES INC | ||||||||||
| 320 YADKIN STREET | ALBEMARLE | NC | 28001 | 561892763 | HEALTHCARE | NC | 501(C)(3) | 509(A)(2) | N/A | 0 |
| STANLY MANOR INC | ||||||||||
| 625 BETHANY ROAD | ALBEMARLE | NC | 28001 | 561623092 | LONG-TERM HEALTHCARE | NC | 501(C)(3) | 509(A)(2) | N/A | 0 |
| STANLEX INC | ||||||||||
| 907 NORTH SECOND STREET | ALBEMARLE | NC | 28001 | 561532751 | HEALTHCARE | NC | 501(C)(3) | 509(A)(3) | N/A | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STANLY REGIONAL WEST LLC | |||||||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | 260512251 | HEALTHCARE | NC | N/A | RELATED | 0 | Yes (1) | 0.24200 |
| WEST STANLY IMAGING LLC | |||||||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | 262414332 | HEALTHCARE | NC | N/A | RELATED | 0 | Yes (1) | 0.51000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE MEDICAL INC | ||||||||||
| 907 N SECOND STREET | ALBEMARLE | NC | 28002 | 561682606 | HEALTHCARE | NC | N/A | C | 1.00000 | 0 |
| LIFESMART INC | ||||||||||
| 301 YADKIN STREET | ALBEMARLE | NC | 28001 | 010790640 | HEALTHCARE | NC | N/A | C | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| STANLY MEDICAL SERVICES INC | |
| A | $982,647 |
| STANLY MEDICAL SERVICES INC | |
| P | $1,645,256 |
| STANLY MEDICAL SERVICES INC | |
| R | $215,000 |
| STANLY REGIONAL MEDICAL CENTER FOUNDATION INC | |
| C | $124,514 |
| STANLY REGIONAL MEDICAL CENTER FOUNDATION INC | |
| M | $69,245 |
| STANLY REGIONAL MEDICAL CENTER FOUNDATION INC | |
| Q | $4,884 |
| STANLY MANOR INC | |
| L | $47,250 |
| STANLY MANOR INC | |
| Q | $622,614 |
| HOME CARE OF THE CAROLINAS INC | |
| L | $24,000 |
| HOME CARE OF THE CAROLINAS INC | |
| Q | $506,731 |
| WEST STANLY IMAGING INC | |
| O | $162,469 |
| ALLIANCE MEDICAL INC | |
| Q | $117,052 |
| LIFESMART INC | |
| L | $59,044 |
| LIFESMART INC | |
| Q | $2,747 |
Comments