2023-05-01T14:48:43-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-01-01 560529976 BLUE RIDGE HEALTHCARE HOSPITALS INC BLUE 8285805000 2201 SOUTH STERLING STREET MORGANTON NC 28655 PATRICIA A MOLL CHIEF FINANCIAL OFFICER 8285805000 2023-04-26 1 PATRICIA MOLL 999009999 0 JOHN NORMAN P01506766 7049985200 2023-04-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHY BAILEY 2201 SOUTH STERLING STREET MORGANTON NC 28655 132691353 0 X WWW.BLUERIDGEHEALTH.ORG X 1906 NC IMPROVING THE HEALTH OF OUR COMMUNITIES BY PROVIDING EXCELLENT AND COMPASSIONATE CARE. 9 9 0 53 356865 0 965935 563585 268490019 129052106 -1529580 2234154 1905473 0 269831847 131849845 193974 189117 0 0 120318562 63756130 0 0 0 121856968 60842387 242369504 124787634 27462343 7062211 630339590 628906384 118127579 150952386 512212011 477953998 X BLUE RIDGE HEALTHCARE HOSPITALS, INC. IS COMMITTED TO IMPROVING THE HEALTH OF OUR COMMUNITIES BY PROVIDING EXCELLENT AND COMPASSIONATE CARE. 0 0 13903621 26133865 BLUE RIDGE HEALTHCARE HOSPITALS PROVIDED 16,013 DAYS OF CARE TO 2,654 PATIENTS ADMITTED. BLUE RIDGE HEALTHCARE HOSPITALS HAS 315 BEDS AND OFFERS A BROAD SCOPE OF SERVICES. 11424176 36076888 BLUE RIDGE HEALTHCARE HOSPITALS' SURGICAL SERVICES PERFORMED 900 INPATIENT SURGERIES AND 3,428 OUTPATIENT SURGERIES. ORTHOPEDICS, GENERAL SURGERY, SPINE SURGERY, AND OB/GYN ARE THE MAJOR SURGICAL SPECIALITIES OFFERED. 3747889 18212989 EMERGENCY ROOM SAW 22,598 PATIENTS DURING THE YEAR. THE ED IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK AND IS ABLE TO TAKE CARE OF ANY TYPE OF EMERGENCY OR PROBLEM. 80220343 189117 48271499 THE ORGANIZATION PROVIDES A HOST OF OTHER HEALTHCARE DELIVERY SERVICES TO THE COMMUNITY, INCLUDING LABORATORY SERVICES, ONCOLOGY SERVICES, RADIOLOGY SERVICES, AND OTHER HEALTHCARE RELATED SERVICES. 80220343 189117 48271499 109296029 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 X PATRICIA MOLL 8285805003 2201 S STERLING ST MORGANTON NC 28655 X X J MICHAEL BRIDGES CHAIRMAN 1.00 X X 0 0 0 M H MCCRARY VICE-CHAIRMAN 1.00 X X 0 0 0 SHERROD SALSBURY SECRETARY 1.00 X X 0 0 0 JEFF CARSWELL TREASURER 1.00 X X 0 0 0 JOHN BRANSTROM BOARD MEMBER 1.00 X 0 0 0 ALAN GRIFFIN BOARD MEMBER 1.00 X 0 0 0 SUSAN HAIRE BOARD MEMBER 1.00 X 0 0 0 ALLEN VANNOPPEN BOARD MEMBER 1.00 X 0 0 0 FELICIA SIMMONS BOARD MEMBER 1.00 X 0 0 0 PATRICIA MOLL CFO 1.00 50.00 X 0 0 0 KATHY BAILEY PRESIDENT & CEO 1.00 50.00 X 0 0 0 0 0 0 0 0 0 0 0 563585 563585 PATIENT REVENUE 621400 118501630 118501630 OTHER OPERATING 621400 10435043 10078178 356865 115433 115433 129052106 3075662 3075662 841508 -841508 -841508 -841508 131849845 128695241 356865 2234154 X 189117 189117 56230589 48920612 7309977 882984 768196 114788 3781927 3290276 491651 2860630 2488748 371882 48 48 278891 278891 58075 58075 24191216 19352973 4838243 282430 282430 431441 431441 254944 254944 1642477 1642477 152043 152043 1825484 1825484 6433531 6433531 887654 887654 SUPPLIES 20680141 20680141 ASSESSMENT 2387341 2387341 INTERCOMPANY 1004536 1004536 LEASE EXPENSE -50172 -50172 382307 210726 171581 124787634 109296029 15491605 0 30654680 39911106 4163481 4379448 31495386 22759732 3353005 3993370 6367301 6061951 322466013 204871056 117311080 117594957 71113775 57561358 3860000 3860000 362020882 372784462 630339590 628906384 27807035 69538447 58846215 58373638 31474329 23040301 118127579 150952386 X 512172528 477914515 39483 39483 512212011 477953998 630339590 628906384 7062211 -41320224 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2996875 2996875 181111544 107792008 73319536 727296 605650 121646 98270427 85623239 12647188 39359871 10850159 28509712 117594957 INVESTMENTS 57561358 F 57561358 OTHER ASSETS 29485268 BOARD DESIGNATED AS FUNDED DEPRECIATION 185592765 INTERCOMPANY RECEIVABLES 157706429 372784462 THIRD PARTY SETTLEMENTS 11514963 RESERVES 2142966 CURRENT PORTION OF OPERATING LEASE LIABILITY 441629 OPERATING LEASE LIABILITY 583953 ADVANCED MEDICARE AND MEDICAID PAYMENTS 8356790 23040301 X PART X, LINE 2: THE FILING ORGANIZATION IS A TAX-EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FILING ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FILING ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FILING ORGANIZATION ADOPTED THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. 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. THIS STANDARD HAD NO IMPACT ON THE FILING ORGANIZATION'S FINANCIAL STATEMENTS FOR THE YEARS ENDED JUNE 30, 2022 OR DECEMBER 31, 2021 1 1 X 1 X 1 X 1 1 1 0 1 1 9650873 2356442 7294431 0.05850 20140510 18702951 1437559 0.01150 3563 2052 1511 0.00000 29794946 21061445 8733501 0.07000 76895 76895 0.00060 1381018 521734 859284 0.00690 146679 146679 0.00120 189092 189092 0.00150 1793684 521734 1271950 0.01020 31588630 21583179 10005451 0.08020 137994 137994 0.00110 137994 137994 0.00110 1 12288754 15659165 17772720 -2113555 X 1 1 1 BLUE RIDGE CARDIOLOGY HEART CATH SVCS 0.50000 0.00000 0.50000 2 1 BR MORGANTON 2201 SOUTH STERLING STREET MORGANTON NC 28655 WWW.BLUERIDGEHEALTH.ORG H0062 X X X X 2 BR VALDESE 720 MALCOM BLVD RUTHERFORD COLLEGE NC 28671 WWW.BLUERIDGEHEALTH.ORG H0062 X X X X BR MORGANTON 1 0 0 1 X X X X X X X X X 19 1 1 1 1 X SEE PART V, SECTION C X 1 19 1 SEE PART V, SECTION C 0 1 X 200.000000000000 400.000000000000 X X X X 1 1 X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X 1 X 0 X X X X 1 X 0 0 BR VALDESE 2 0 0 1 X X X X X X X X X 19 1 1 1 1 X SEE PART V, SECTION C X 1 19 1 SEE PART V, SECTION C 0 1 X 200.000000000000 400.000000000000 X X X X 1 1 X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X 1 X 0 X X X X 1 X 0 0 BR MORGANTON PART V, SECTION B, LINE 5: A TOTAL OF 1,049 BURKE COUNTY RESIDENTS COMPLETED SURVEY RESPONSES. BURKE WELLNESS INITIATIVE MEMBERS DISTRIBUTED PAPER COPIES AND ONLINE LINKS TO THE CHNA SURVEY IN SURVEY MONKEY TO THE FOLLOWING COMMUNITY AREAS AND ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO:-- BURKE COUNTY CHAMBER OF COMMERCE-- BURKE COUNTY GOVERNMENT EMPLOYEES-- BURKE COUNTY PUBLIC LIBRARIES-- BURKE COUNTY PUBLIC SCHOOL EMPLOYEES-- BURKE COUNTY UNITED WAY-PARTNER AGENCY NETWORK-- BURKE LITERACY COUNCIL-- BLUE RIDGE HEALTHCARE SYSTEM EMPLOYEES AND PATIENTS-- COMMUNITY WIDE HEALTH SCREENING- LADY FAIR-- MORGANTON-BURKE SENIOR CENTER-- WESTERN PIEDMONT COMMUNITY COLLEGE-- GOOD SAMARITAN CLINIC BOARD-- BUILDERS ASSOCIATION-- BURKE MISSION STATIONFOCUS GROUPS GATHERED ADDITIONAL INFORMATION FROM CITIZENS IN REGARDS TO THEIR HEALTH CONCERNS, BEHAVIORS AND POTENTIAL SOLUTIONS TO ADDRESS THE IDENTIFIED HEALTH CONCERNS. PARTICIPANTS WERE INVITED THROUGH WORD OF MOUTH, PERSONAL AND PUBLIC INVITATION AND THROUGH OTHER ESTABLISHED GROUPS.A TOTAL OF SEVEN FOCUS GROUPS WERE CONDUCTED:-- BURKE SUBSTANCE ABUSE NETWORK MEMBERS-- BURKE COUNTY CIRCLES GROUP-- CULTURAL DIVERSITY COMMITTEE BLUE RIDGE HEALTHCARE SYSTEM-- OPPORTUNITY THREADS SPANISH SPEAKING OWNED PRIVATE BUSINESS-- GOOD SAMARITAN CLINIC STAFF-- CHS CANCER SUPPORT GROUP-- BURKE SENIOR CENTER BR VALDESE PART V, SECTION B, LINE 5: A TOTAL OF 1,049 BURKE COUNTY RESIDENTS COMPLETED SURVEY RESPONSES. BURKE WELLNESS INITIATIVE MEMBERS DISTRIBUTED PAPER COPIES AND ONLINE LINKS TO THE CHNA SURVEY IN SURVEY MONKEY TO THE FOLLOWING COMMUNITY AREAS AND ORGANIZATIONS, INCLUDING BUT NOT LIMITED TO:-- BURKE COUNTY CHAMBER OF COMMERCE-- BURKE COUNTY GOVERNMENT EMPLOYEES-- BURKE COUNTY PUBLIC LIBRARIES-- BURKE COUNTY PUBLIC SCHOOL EMPLOYEES-- BURKE COUNTY UNITED WAY-PARTNER AGENCY NETWORK-- BURKE LITERACY COUNCIL-- BLUE RIDGE HEALTHCARE SYSTEM EMPLOYEES AND PATIENTS-- COMMUNITY WIDE HEALTH SCREENING- LADY FAIR-- MORGANTON-BURKE SENIOR CENTER-- WESTERN PIEDMONT COMMUNITY COLLEGE-- GOOD SAMARITAN CLINIC BOARD-- BUILDERS ASSOCIATION-- BURKE MISSION STATIONFOCUS GROUPS GATHERED ADDITIONAL INFORMATION FROM CITIZENS IN REGARDS TO THEIR HEALTH CONCERNS, BEHAVIORS AND POTENTIAL SOLUTIONS TO ADDRESS THE IDENTIFIED HEALTH CONCERNS. PARTICIPANTS WERE INVITED THROUGH WORD OF MOUTH, PERSONAL AND PUBLIC INVITATION AND THROUGH OTHER ESTABLISHED GROUPS.A TOTAL OF SEVEN FOCUS GROUPS WERE CONDUCTED:-- BURKE SUBSTANCE ABUSE NETWORK MEMBERS-- BURKE COUNTY CIRCLES GROUP-- CULTURAL DIVERSITY COMMITTEE BLUE RIDGE HEALTHCARE SYSTEM-- OPPORTUNITY THREADS SPANISH SPEAKING OWNED PRIVATE BUSINESS-- GOOD SAMARITAN CLINIC STAFF-- CHS CANCER SUPPORT GROUP-- BURKE SENIOR CENTER BR MORGANTON PART V, SECTION B, LINE 6A: BLUE RIDGE VALDESE BR VALDESE PART V, SECTION B, LINE 6A: BLUE RIDGE MORGANTON BR MORGANTON PART V, SECTION B, LINE 6B: BURKE COUNTY HEALTH DEPARTMENT AND BURKE WELLNESS INITIATIVE BR VALDESE PART V, SECTION B, LINE 6B: BURKE COUNTY HEALTH DEPARTMENT AND BURKE WELLNESS INITIATIVE BR MORGANTON PART V, SECTION B, LINE 11: IN SEPTEMBER 2019, THE BURKE WELLNESS INITIATIVE AND ADDITIONAL COMMUNITY PARTNERS REVIEWED THE TOP FIVE HEALTH AND SOCIAL ISSUES IDENTIFIED IN THE RESULTS OF THE COMMUNITY SURVEY AND FOCUS GROUPS. THE GROUP PARTICIPATED IN A PRIORITIZATION EXERCISE TO DETERMINE THE PRIORITIES TO DEVELOP INTO A COMPREHENSIVE COMMUNITY HEALTH IMPROVEMENT PLAN. THE TOP THREE PRIORITIES IDENTIFIED FOR THE 2019 CHNA ARE:1) HEART DISEASE/STROKEHEART DISEASE AND STROKE HAVE RANKED IN THE TOP 5 LEADING CAUSES OF DEATH IN BURKE COUNTY SINCE 2008. UNC HEALTH BLUE RIDGE REPORTED, FROM 2018-19, THERE WERE APPROXIMATELY 3,178 HOSPITALIZATIONS AND EMERGENCY DEPARTMENT VISITS ALONG WITH THE NC STATE CENTER FOR HEALTH STATISTICS REPORTED APPROXIMATELY 403 DEATHS ATTRIBUTABLE TO THESE CHRONIC CONDITIONS. AS BURKE COUNTY CONTINUES TO AGE, THESE NUMBERS HAVE THE POTENTIAL TO RISE AND CAUSE GREATER PHYSICAL, FINANCIAL, MOBILITY, ETC. DEVASTATION TO INDIVIDUALS AND FAMILIES. WITH HEART DISEASE/STROKE BEING IDENTIFIED AS A PRIORITY, THE BURKE WELLNESS INITIATIVE WILL BEGIN TO DEVELOP SOME GOALS, STRATEGIES AND INTERVENTIONS WITHIN THE COMMUNITY HEALTH IMPROVEMENT PLAN TO MOVE THE NEEDLE AND REDUCE THE MANY BURDENS OF THESE CHRONIC CONDITIONS.2) SUBSTANCE USE DISORDERSUBSTANCE USE/MISUSE OF LEGAL, ILLEGAL AND NON-MEDICAL USE OF PRESCRIPTION OPIOID MEDICATION CONTINUES TO ADVERSELY IMPACT THE CITIZENS OF BURKE COUNTY. THE IMPACT CAN BE FELT IN ALL LEVELS OF RESOURCES, AGENCIES AND INDIVIDUAL DEATH AND DISABILITY WITHIN THIS GROWING ISSUE. ACCORDING TO THE 2019 NC COUNTY HEALTH RANKINGS AND ROADMAPS REPORT, BURKE COUNTY HAD 34 DRUG OVERDOSE DEATHS.ACCORDING TO NC DHHS INJURY AND VIOLENCE PREVENTION BRANCH 2017 REPORT, 17 BURKE COUNTY RESIDENTS DIED FROM UNINTENTIONAL OPIOID OVERDOSES; 63 RESIDENTS SOUGHT CARE AT THE EMERGENCY DEPARTMENT FOR OPIOID OVERDOSES AND 8,133,000 OPIOID PILLS WERE DISPENSED TO BURKE COUNTY RESIDENTS.A GREAT DEAL OF POSITIVE WORK HAS ALREADY BEEN ACCOMPLISHED AROUND SUBSTANCE USE DISORDER, BUT MUCH WORK IS STILL REQUIRED TO BATTLE THIS CONTINUED PRIORITY WITHIN BURKE COUNTY. 3) CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD)LIKE HEART DISEASE AND STROKE, CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD) IS A CHRONIC CONDITION FOR A LARGE PORTION OF BURKE COUNTY RESIDENTS AND IS DEPICTED IN THE LEADING CAUSES OF DEATH CHARTS WITHIN THE PRIORITY ONE SECTION ABOVE. COPD IS A DISEASE THAT MAKES IT HARD TO BREATHE. IT IS A PROGRESSIVE DISEASE THAT GETS WORSE OVER TIME. COPD CAUSES COUGHING WITH LARGE AMOUNTS OF MUCUS, WHEEZING, SHORTNESS OF BREATH, CHEST TIGHTNESS AND OTHER SYMPTOMS. COPD CAN OFTEN BE PREVENTED. SMOKING IS THE LEADING CAUSE OF COPD. LONG TERM EXPOSURE TO OTHER LUNG IRRITANTS SUCH AS AIR POLLUTION, CHEMICAL FUMES OR DUSTS HAS ALSO BEEN CONTRIBUTED TO COPD.UNC HEALTH BLUE RIDGE REPORTED APPROXIMATELY 1,970 HOSPITALIZATIONS AND EMERGENCY DEPARTMENT VISITS AND NC STATE CENTER FOR HEALTH STATISTICS REPORTED APPROXIMATELY 140 DEATHS ATTRIBUTABLE TO COPD IN BURKE COUNTY. WITH COPD BEING IDENTIFIED AS A PRIORITY, THE BURKE WELLNESS INITIATIVE WILL BEGIN TO DEVELOP SOME GOALS, STRATEGIES AND INTERVENTIONS WITHIN THE COMMUNITY HEALTH IMPROVEMENT PLAN TO MOVE THE NEEDLE AND REDUCE THE BURDEN OF THIS CHRONIC CONDITION. BR VALDESE PART V, SECTION B, LINE 11: IN SEPTEMBER 2019, THE BURKE WELLNESS INITIATIVE AND ADDITIONAL COMMUNITY PARTNERS REVIEWED THE TOP FIVE HEALTH AND SOCIAL ISSUES IDENTIFIED IN THE RESULTS OF THE COMMUNITY SURVEY AND FOCUS GROUPS. THE GROUP PARTICIPATED IN A PRIORITIZATION EXERCISE TO DETERMINE THE PRIORITIES TO DEVELOP INTO A COMPREHENSIVE COMMUNITY HEALTH IMPROVEMENT PLAN. THE TOP THREE PRIORITIES IDENTIFIED FOR THE 2019 CHNA ARE:1) HEART DISEASE/STROKEHEART DISEASE AND STROKE HAVE RANKED IN THE TOP 5 LEADING CAUSES OF DEATH IN BURKE COUNTY SINCE 2008. UNC HEALTH BLUE RIDGE REPORTED, FROM 2018-19, THERE WERE APPROXIMATELY 3,178 HOSPITALIZATIONS AND EMERGENCY DEPARTMENT VISITS ALONG WITH THE NC STATE CENTER FOR HEALTH STATISTICS REPORTED APPROXIMATELY 403 DEATHS ATTRIBUTABLE TO THESE CHRONIC CONDITIONS. AS BURKE COUNTY CONTINUES TO AGE, THESE NUMBERS HAVE THE POTENTIAL TO RISE AND CAUSE GREATER PHYSICAL, FINANCIAL, MOBILITY, ETC. DEVASTATION TO INDIVIDUALS AND FAMILIES. WITH HEART DISEASE/STROKE BEING IDENTIFIED AS A PRIORITY, THE BURKE WELLNESS INITIATIVE WILL BEGIN TO DEVELOP SOME GOALS, STRATEGIES AND INTERVENTIONS WITHIN THE COMMUNITY HEALTH IMPROVEMENT PLAN TO MOVE THE NEEDLE AND REDUCE THE MANY BURDENS OF THESE CHRONIC CONDITIONS.2) SUBSTANCE USE DISORDERSUBSTANCE USE/MISUSE OF LEGAL, ILLEGAL AND NON-MEDICAL USE OF PRESCRIPTION OPIOID MEDICATION CONTINUES TO ADVERSELY IMPACT THE CITIZENS OF BURKE COUNTY. THE IMPACT CAN BE FELT IN ALL LEVELS OF RESOURCES, AGENCIES AND INDIVIDUAL DEATH AND DISABILITY WITHIN THIS GROWING ISSUE. ACCORDING TO THE 2019 NC COUNTY HEALTH RANKINGS AND ROADMAPS REPORT, BURKE COUNTY HAD 34 DRUG OVERDOSE DEATHS.ACCORDING TO NC DHHS INJURY AND VIOLENCE PREVENTION BRANCH 2017 REPORT, 17 BURKE COUNTY RESIDENTS DIED FROM UNINTENTIONAL OPIOID OVERDOSES; 63 RESIDENTS SOUGHT CARE AT THE EMERGENCY DEPARTMENT FOR OPIOID OVERDOSES AND 8,133,000 OPIOID PILLS WERE DISPENSED TO BURKE COUNTY RESIDENTS.A GREAT DEAL OF POSITIVE WORK HAS ALREADY BEEN ACCOMPLISHED AROUND SUBSTANCE USE DISORDER, BUT MUCH WORK IS STILL REQUIRED TO BATTLE THIS CONTINUED PRIORITY WITHIN BURKE COUNTY. 3) CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD)LIKE HEART DISEASE AND STROKE, CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD) IS A CHRONIC CONDITION FOR A LARGE PORTION OF BURKE COUNTY RESIDENTS AND IS DEPICTED IN THE LEADING CAUSES OF DEATH CHARTS WITHIN THE PRIORITY ONE SECTION ABOVE. COPD IS A DISEASE THAT MAKES IT HARD TO BREATHE. IT IS A PROGRESSIVE DISEASE THAT GETS WORSE OVER TIME. COPD CAUSES COUGHING WITH LARGE AMOUNTS OF MUCUS, WHEEZING, SHORTNESS OF BREATH, CHEST TIGHTNESS AND OTHER SYMPTOMS. COPD CAN OFTEN BE PREVENTED. SMOKING IS THE LEADING CAUSE OF COPD. LONG TERM EXPOSURE TO OTHER LUNG IRRITANTS SUCH AS AIR POLLUTION, CHEMICAL FUMES OR DUSTS HAS ALSO BEEN CONTRIBUTED TO COPD.UNC HEALTH BLUE RIDGE REPORTED APPROXIMATELY 1,970 HOSPITALIZATIONS AND EMERGENCY DEPARTMENT VISITS AND NC STATE CENTER FOR HEALTH STATISTICS REPORTED APPROXIMATELY 140 DEATHS ATTRIBUTABLE TO COPD IN BURKE COUNTY. WITH COPD BEING IDENTIFIED AS A PRIORITY, THE BURKE WELLNESS INITIATIVE WILL BEGIN TO DEVELOP SOME GOALS, STRATEGIES AND INTERVENTIONS WITHIN THE COMMUNITY HEALTH IMPROVEMENT PLAN TO MOVE THE NEEDLE AND REDUCE THE BURDEN OF THIS CHRONIC CONDITION. BR MORGANTON PART V, SECTION B, LINE 16J: PATIENT ROOM VISIT FROM FINANCIAL COUNSELOR AND SOCIAL WORKER, OVERVIEW OF FINANCIAL ASSISTANCE POLICY, AND CONTACT INFORMATION ON WEBSITE AND PATIENT STATEMENTS. BR VALDESE PART V, SECTION B, LINE 16J: PATIENT ROOM VISIT FROM FINANCIAL COUNSELOR AND SOCIAL WORKER, OVERVIEW OF FINANCIAL ASSISTANCE POLICY, AND CONTACT INFORMATION ON WEBSITE AND PATIENT STATEMENTS. BR MORGANTON PART V, SECTION B, LINE 20E: ALL SELF PAY E D PATIENTS ARE SCREENED FOR CHARITY AND FINANCIAL ASSISTANCE AT THE TIME OF BILLING BASED ON A SCORING MECHANISM. MONTHLY STATEMENTS REFERENCE THE PHONE NUMBERS TO CALL FOR FINANCIAL ASSISTANCE. BR VALDESE PART V, SECTION B, LINE 20E: ALL SELF PAY E D PATIENTS ARE SCREENED FOR CHARITY AND FINANCIAL ASSISTANCE AT THE TIME OF BILLING BASED ON A SCORING MECHANISM. MONTHLY STATEMENTS REFERENCE THE PHONE NUMBERS TO CALL FOR FINANCIAL ASSISTANCE. PART V, SECTION B, LINES 7A AND 10 A (BOTH FACILITIES) HTTPS://WWW.UNCHEALTHBLUERIDGE.ORG/ABOUT-US/COMMUNITY-BENEFIT/ PART V, SECTION B, LINES 16A-C (BOTH FACILITIES) HTTPS://WWW.UNCHEALTHBLUERIDGE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE/ SCHEDULE H, PART V, LINES 4 AND 9 THE CHNA AND IMPLEMENTATION PLAN WERE COMPLETED IN THE NORMAL COURSE OF THE 2022 CALENDAR YEAR. BY THE END OF THIS SHORT YEAR RETURN, THE CHNA AND IMPLEMENTATION PLAN WAS BEING PREPARED. 2 1 - BR SOUTHEAST PAIN CARE 2134 14TH AVENUE CIRCLE NW HICKORY NC 28601 PROVIDER-BASED PAIN CARE CENTER 2 - BR REHABILITATION & PHYSICAL MED 137 W PARKER RD MORGANTON NC 28655 OUTPATIENT REHAB CENTER (PT, OT, AND ST SERVICES) PART I, LINE 3C: BLUE RIDGE HEALTHCARE HOSPITALS USES THE SLIDING SCALE PROVIDED IN THE FEDERAL POVERTY INCOME GUIDELINES PUBLISHED ANNUALLY BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES TO DETERMINE ELIGIBILITY. AN ASSET TEST IS USED TO DETERMINE ELIGIBILITY FOR FREE OR DISCOUNTED CARE.PART I, LINE 6A:COMMUNITY BENEFIT REPORT IS PREPARED FOR BLUE RIDGE HEALTHCARE SYSTEM (BRHS) WHICH INCLUDES UNC HEALTH BLUE RIDGE MORGANTON (FORMERLY GRACE HOSPITAL) AND UNC HEALTH BLUE RIDGE VALDESE (FORMERLY VALDESE GENERAL HOSPITAL). PART III, LINE 2: BAD DEBT COST FROM LINE 2 IS BASED ON TOTAL BAD DEBT EXPENSE MULTIPLIED BY THE COST-TO-CHARGE RATIO. PART III, LINE 3: THE ORGANIZATION'S BAD DEBT DOES NOT INCLUDE ANY AMOUNTS ATTRIBUTABLE TO THOSE PATIENTS WHO APPLIED FOR AND RECEIVED FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY PART III, LINE 4: UNINSURED DISCOUNTS AND BAD DEBTS INCLUDED THE COST OF SERVICES PROVIDED TO UNINSURED OR UNDERINSURED PATIENTS AND TO PATIENTS WHO OTHERWISE DO NOT PAY FOR THEIR HEALTHCARE SERVICES. THE MISSION OF BRHS IS TO CREATE AND OPERATE A HEALTH SYSTEM TO PROVIDE HOSPITAL, ACUTE AND EMERGENCY CARE, INPATIENT PSYCHIATRIC SERVICES, PHYSICIAN SERVICES, AND LONG-TERM CARE FOR THE BENEFIT OF THE COMMUNITY IT SERVES. COMMITMENT TO THIS MISSION REQUIRES BOTH AN INVESTMENT IN AND A PARTNERSHIP WITH THE COMMUNITY WITHIN WHICH BRHS OPERATES. PART III, LINE 8: THE MEDICARE COST REPORT IS PREPARED USING THE AUDITED TRIAL BALANCE FOR BLUE RIDGE HEALTHCARE HOSPITALS, INC. THE COST REPORT IS PREPARED IN ACCORDANCE WITH ALL APPLICABLE RULES AND REGULATIONS. AS A 501(C)(3) ORGANIZATION, BLUE RIDGE HEALTHCARE HOSPITALS ACCEPTS ALL PATIENTS WITHOUT REGARD TO THE INSURANCE OR LACK OF INSURANCE. PART III, LINE 9B: BLUE RIDGE HEALTHCARE FACILITIES OFFER FINANCIAL ASSISTANCE THROUGH OUR CHARITY POLICY, BASED ON THE CURRENT FEDERAL POVERTY GUIDELINES (FPG), TO PATIENTS AND GUARANTORS. THOSE APPROVED FOR FINANCIAL ASSISTANCE ARE ELIGIBLE FOR DISCOUNTS APPLIED TO BALANCES OWED AFTER INSURANCE, AS WELL AS SELF-PAY BALANCES REMAINING AFTER OUR UNINSURED DISCOUNT IS APPLIED. PATIENTS WHOSE HOUSEHOLD INCOME IS LESS THAN 200% OF FEDERAL POVERTY GUIDELINES ARE ELIGIBLE FOR 100% ADJUSTMENT OF REMAINING BALANCES. THE DISCOUNTS ARE AVAILABLE IN A GRADUATED SCALE WHERE INCOMES OF UP TO 400% OF FPG QUALIFY FOR SOME ADJUSTMENTS OFF REMAINING BALANCES. THIS POLICY IS PUBLICIZED IN PATIENT REGISTRATION AREAS, ON BILLING STATEMENTS, AND IS AVAILABLE ON OUR WEB SITE. PATIENTS NOT ELIGIBLE FOR CHARITY OR WHO HAVE A BALANCE OWED AFTER THE APPLICATION OF CHARITY OR UNINSURED DISCOUNT ARE SENT STATEMENTS AND/OR COLLECTION LETTERS AT LEAST EVERY 30 DAYS UNTIL THE BALANCE OWED IS PAID OR SUITABLE, LONGER-TERM PAYMENT ARRANGEMENTS ARE MADE. ACCOUNTS THAT DO NOT HAVE SUITABLE PAYMENT ARRANGEMENTS ESTABLISHED, THAT ARE OLDER THAN 120 DAY FROM THE FIRST PATIENT STATEMENT ARE ELIGIBLE FOR OUTSIDE COLLECTION ACTIVITY. ALL PATIENTS ARE NOTIFIED OF POSSIBLE COLLECTION ASSIGNMENT AT LEAST 30 DAYS BEFORE AN ASSIGNMENT IS MADE. IF A PATIENT REQUESTS FINANCIAL ASSISTANCE AFTER THE STATEMENT PROCESS BEGINS, THE ACCOUNT IS PLACED ON HOLD UNTIL A DETERMINATION OF ELIGIBILITY IS MADE. PART VI, LINE 2: BLUE RIDGE HEALTHCARE HOSPITALS PERFORMS OUTREACH SERVICES AND HEALTH EDUCATION OPPORTUNITIES FOR THE COMMUNITY SERVED. FEEDBACK FROM THESE EFFORTS ALONG WITH THE EVALUATION OF THE PATIENTS SERVED ARE CONSIDERED IN ASSESSING THE COMMUNITIES HEALTH CARE NEEDS. IN ADDITION, THE ORGANIZATION HAS CONDUCTED EXTENSIVE RESEARCH INTO THE AREAS MOST SERIOUS HEALTH THREATS AND DEVELOPED A PLAN TO FOCUS ATTENTION ON THESE ISSUES. PART VI, LINE 3: ALL SELF PAY ED ACCOUNTS GO THROUGH AN ELECTRONIC SCORING MECHANISM AT THE TIME OF BILLING. ALL SELF PAY INPATIENTS ARE SCREENED FOR FINANCIAL ASSISTANCE BY THE FINANCIAL COUNSELORS DURING THEIR STAY. DIAGNOSTIC AND THERAPEUTIC OUTPATIENT SERVICES ARE ALSO ELIGIBLE FOR FINANCIAL ASSISTANCE AND-OR CHARITY UPON APPLICATION BY THE PATIENT OR RESPONSIBLE PARTY. MONTHLY STATEMENTS AND WEBSITE REFERENCE THE PHONE NUMBERS TO CALL FOR FINANCIAL ASSISTANCE. PART VI, LINE 4: BRHCS PRIMARY SERVICE AREA INCLUDES BURKE COUNTY; PATIENTS FROM A NUMBER OF OTHER OUTLYING COUNTIES ARE ALSO SERVED BY BRHC. THE POPULATION IS PREDOMINANTLY CAUCASIAN. SIGNIFICANT MINORITIES INCLUDE HMONG, AFRICAN-AMERICAN AND HISPANIC RESIDENTS. THE AREA IS ECONOMICALLY DEPRESSED DUE TO THE LOSS OF TRADITIONAL FURNITURE AND TEXTILE INDUSTRIES. PART VI, LINE 5: BRHC IS GOVERNED BY A VOLUNTEER COMMUNITY BOARD OF DIRECTORS. BRHC SYSTEM IS SERVED BY OPEN MEDICAL STAFFS. THE SYSTEM IS ALSO SUPPORTED BY A GROWING BRHC VOLUNTEERS CORPS WHO CONTRIBUTE THOUSANDS OF HOURS IN SERVICE ANNUALLY. BRHC ACTIVELY RECRUITS PRIMARY CARE PHYSICIANS AND PHYSICIAN SPECIALISTS TO MEET SPECIFIC MEDICAL NEEDS IN THE COMMUNITY. PART VI, LINE 6: BLUE RIDGE HEALTHCARE HOSPITALS IS PART OF BLUE RIDGE HEALTHCARE SYSTEM. BLUE RIDGE SERVES BURKE COUNTY, NC AND SURROUNDING COUNTIES. PART VI, LINE 7, REPORTS FILED WITH STATES NC 1 BLUE RIDGE HEALTHCARE FOUNDATION 2201 S STERLING STREET MORGANTON NC 28655 582063920 501(C)(3) 10675 0 GENERAL SUPPORT CITY OF MORGANTON 305 E UNION ST SUITE A100 MORGANTON NC 28655 999999999 115 30500 0 SOCCER COMPLEX PLEDGE AND HISTORIC MORGANTON FESTIVAL GOOD SAMARITAN CLINIC 305 WEST UNION ST MORGANTON NC 28655 561939030 501(C)(3) 0 29692 COST OF INVENTORY DONATED PHARMACEUTICALS GENERAL SUPPORT BURKE PARTNERSHIP FOR ECONOMIC DEVELOPMENT 2128 S STERLING STREET SUITE 150 MORGANTON NC 28655 593762106 OTHER 15000 0 GENERAL SUPPORT BURKE COUNTY CHAMBER OF COMMERCE 110 EAST MEETING STREET MORGANTON NC 28655 999999999 OTHER 11500 0 GENERAL SUPPORT LEARFIELD COMMUNICATIONS LLC 2400 DALLAS PARKWAY STE 500 PLANO TX 75093 470911648 OTHER 26800 0 APP STATE SPONSORSHIP: LEARFIED IMG COLLEGE HICKORY CRAWDADS 2500 CLEMENT BLVD NW HICKORY NC 28601 561793326 OTHER 25000 0 GENERAL SUPPORT TOWN OF VALDESE PO BOX 339 VALDESE NC 28690 566001355 115 11000 0 GENERAL SUPPORT 6 6 PART I, LINE 2: ALL GRANTS ARE APPROVED BY A UNC HEALTH BLUE RIDGE MANAGER, DIRECTOR, VP OR CEO BASED ON MONETARY AMOUNT BEFORE PAYMENT IS PROCESSED AND DISTRIBUTED. ALL GRANTS ARE MADE TO COMPLEMENT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 IN 2021, THE ORGANIZATION TERMINATED THE MANAGEMENT SERVICES CONTRACT WITH ATRIUM HEALTH AND ENTERED INTO A MANAGEMENT SERVICES CONTRACT WITH UNC HEALTH. THE TERMS OF THE CONTRACT CALL FOR THE ORGANIZATION TO PAY UNC HEALTH AN ANNUAL MANAGEMENT FEE BASED UPON THE ORGANIZATION'S NET OPERATING REVENUES. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER, THE BOARD AND THE EXECUTIVE COMMITTEE WILL REVIEW THE PREPARED FORM 990 BEFORE IT IS FILED WITH THE IRS. A DRAFT OF FORM 990 WAS POSTED FOR ACCESS BY THE GOVERNING BODY BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CORPORATE COUNSEL, WHO REVIEWS ALL ANNUAL CONFLICT OF INTEREST DISCLOSURES, IS PRESENT AT EVERY BOARD MEETING TO ENSURE THAT ANY POTENTIAL CONFLICTS ARE APPROPRIATELY HANDLED BY MEMBERS ABSTAINING FROM VOTES AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION PACKAGE DURING 2022. FORM 990, PART VI, SECTION C, LINE 19 BY-LAWS ARE AVAILABLE UPON REQUEST THROUGH CORPORATE COUNSEL. ARTICLES OF INCORPORATION ARE FILED WITH NC STATE AND ARE AVAILABLE ON THEIR WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART VII DESCRIPTION OF HOURS -- FOR RELATED ORGANIZATIONS, OFFICERS LISTED ON PART VII WORK AN AVERAGE OF 40 TO 50 HOURS PER WEEK. THEIR TIME IS SHARED BETWEEN THE FILING ORGANIZATION AND OTHER RELATED ENTITIES LISTED ON SCHEDULE R. ALSO, BECAUSE THE ORGANIZATION IS FILING A SIX MONTH SHORT PERIOD RETURN ENDING JUNE 30, 2022, THE ORGANIZATION DID NOT HAVE ANY 1099 OR W-2 YEAR END INFORMATION TO USE FOR THIS RETURN. CONSEQUENTLY, SECTIONS A AND B DO NOT CONTAIN ANY PAYMENT INFORMATION FOR EMPLOYEES OR SERVICE PROVIDERS, AS MANDATED BY THE FORM 990 FILING INSTRUCTIONS. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 19,352,973. MANAGEMENT AND GENERAL EXPENSES 4,838,243. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,191,216. FORM 990, PART XII, LINE 2C NO CHANGES FOR APPROVING AUDITED FINANCIAL STATEMENTS OR SELECTION OF INDEPENDENT ACCOUNTANTS HAVE OCCURRED FROM THE PRIOR YEAR. VALDESE NURSING HOME INC 95 LOCUST STREET CONNELLY SPRINGS NC 28612 581978560 HEALTHCARE NC 501(C)(3) LINE 10 N/A 0 GRACE LIFECARE INC 500 LENOIR ROAD MORGANTON NC 28655 561722754 HEALTHCARE NC 501(C)(3) LINE 10 N/A 0 GRACE NURSING CENTER INC 109 FOOTHILLS DRIVE MORGANTON NC 28655 561838369 HEALTHCARE NC 501(C)(3) LINE 10 N/A 0 GRACE PROPERTIES INC 500 LENOIR ROAD MORGANTON NC 28655 561727514 HEALTHCARE NC 501(C)(3) LINE 12A, I N/A 0 BLUE RIDGE HEALTHCARE FOUNDATION INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 582063920 HEALTHCARE NC 501(C)(3) LINE 7 N/A 0 BLUE RIDGE HEALTHCARE MEDICAL GROUP INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 020777195 HEALTHCARE NC 501(C)(3) LINE 10 N/A 0 BLUE RIDGE HEALTHCARE SYSTEMS INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 562150313 HEALTHCARE NC 501(C)(3) LINE 12B, II N/A 0 BLUE RIDGE CARDIOLOGY 2201 SOUTH STERLING STREET MORGANTON NC 28655 753158601 CARDIAC CATHETERIZATION SERVICES NC BRHC & MEDCATH RELATED 15877 773857 0 0 0.50000 GRACE HEALTH VENTURES INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 561581317 RELATED NC BLUE RIDGE HEALTHCARE SYSTEM C 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 0 0