2023-05-02T09:32:32-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-01-01 582063920 BLUE RIDGE HEALTHCARE FOUNDATION 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 613479 0 X WWW.BLUERIDGEHEALTH.ORG X 1993 NC TO PROMOTE THE MAKING OF GIFTS FOR THE PURPOSE OF SUPPORTING THE BLUE RIDGE HEALTHCARE SYSTEM OF HOSPITALS AND ITS TAX-EXEMPT, NON-PROFIT, CHARITABLE AFFILIATES. 14 11 0 12 0 0 605409 519027 0 0 168001 32023 -40842 32304 732568 583354 408700 0 0 0 0 0 0 0 30126 41912 245148 450612 245148 281956 338206 4456806 4110015 257058 327012 4199748 3783003 TO PROMOTE THE MAKING OF GIFTS FOR THE PURPOSE OF SUPPORTING THE BLUE RIDGE HEALTHCARE SYSTEM OF HOSPITALS AND ITS TAX-EXEMPT, NON-PROFIT, CHARITABLE AFFILIATES. 0 0 215022 BRHC FOUNDATION HOLDS FUNDRAISERS TO FUND VARIOUS PROGRAMS THAT BENEFIT PATIENTS, BRHC EMPLOYEE EMERGENCY FUNDS, HEALTHCARE RELATED COMMUNITY PROJECTS AND GENERAL UNRESTRICTED SUPPORT. 215022 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PATRICIA MOLL 8285805003 2201 S STERLING ST MORGANTON NC 28655 X X AMOAKO PATRICIA MD BOARD MEMBER 1.00 50.00 X X 0 0 0 BELL CATHERINE BOARD MEMBER 1.00 X 0 0 0 BLACKWELL THOMAS O TOD BOARD MEMBER 1.00 X 0 0 0 BUNNER GREG BOARD MEMBER 1.00 X 0 0 0 COSTIC DR DONALD J JR MD BOARD MEMBER 1.00 X 0 0 0 GANTT AMBER BERNARD BOARD MEMBER 1.00 X 0 0 0 HOUSER DR DUSTIN DC BOARD MEMBER 1.00 X 0 0 0 LINK LEAH BOARD MEMBER 1.00 X 0 0 0 MULL MARY KATHERINE BOARD MEMBER 1.00 X 0 0 0 MULL TRAVIS BOARD MEMBER 1.00 X 0 0 0 PICKERT ED BOARD MEMBER 1.00 X 0 0 0 ROSTAN MARK BOARD MEMBER 1.00 X 0 0 0 THOMAS ELIZABETH BOARD MEMBER 1.00 X 0 0 0 BAILEY KATHY PRESIDENT / CEO 1.00 50.00 X 0 0 0 MOLL PATRICIA CFO 1.00 50.00 X 0 0 0 RIEBEL TRACI EXECUTIVE DIRECTOR 50.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 30314 488713 519027 23502 23502 8521 0 8521 8521 8521 62429 30314 30125 32304 32304 583354 0 0 64327 X 97088 84374 12714 717 717 133 133 16236 16236 INTERCOMPANY 76895 76895 SUPPLIES 37746 21051 16695 HEALTH PROGRAM SUPPORT 6644 6644 9689 9689 245148 215022 0 30126 1000 1000 507138 291262 14973 0 38300 38300 38300 879935 917199 201464 169024 2813996 2693230 4456806 4110015 88528 43551 168530 282707 0 754 257058 327012 X 1369541 1230264 2830207 2552739 4199748 3783003 4456806 4110015 X 338206 -523086 -231865 X X 0 1 X 1 0 X 634737 953429 613395 605409 581456 3388426 634737 953429 613395 605409 581456 3388426 945963 2442463 110790 81420 91900 168001 23502 475613 3864039 0.63210 0.66930 X SCHEDULE A, PART II THE SUPPORT TEST INCLUDES A SHORT YEAR FROM JANUARY 1, 2022 THROUGH JUNE 30, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1948154 -289827 16703 1641624 1767614 199144 18604 1948154 1598096 171525 2007 1767614 1235704 132502 231334 1447 1598096 1342912 250 -94348 13110 1235704 0.53270 0.46730 0 0 38300 38300 38300 MARKETABLE SECURITIES 2693230 F 2693230 INTERCOMPANY LIABILITIES 754 754 X PART V, LINE 4: THE INTENDED USES ARE FOR CANCER CARE/COMMUNITY OUTREACH PROGRAMS AND NURSING/MEDICAL EDUCATION SCHOLARSHIPS. 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 IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 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. 2022 BLUE RIDGE INVITATIONAL GOLF 86630 24201 62429 8710 15719 4000 976 720 1 6113 6113 92743 30314 62429 8710 15719 4000 976 720 30125 32304 KATHY TOMLINSON 2201 SOUTH STERLING ST MORGANTON NC 28655 1 BURKE HEALTH NETWORK A CARING SOLUTION 617 S GREEN ST SUITE 300 MORGANTON NC 28655 814109704 501(C)(3) 137994 0 GENERAL SUPPORT BRHC HEALTH PROGRAM ASSISTANCE 2201 S STERLING STREET MORGANTON NC 28655 562150313 501(C)(3) 70672 0 GENERAL SUPPORT 4 PART I, LINE 2: BLUE RIDGE HEALTHCARE FOUNDATION GRANTS ASSISTANCE TO APPROVED PROGRAMS WHO THEN AWARD MONIES TO INDIVIDUALS BASED ON DOCUMENTED NEED. 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 NORTH CAROLINA SECRETARY OF 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 CONTRACT LABOR : PROGRAM SERVICE EXPENSES 84,374. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,714. TOTAL EXPENSES 93,088. SERVICE FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,000. TOTAL EXPENSES 4,000. FORM 990, PART XI, LINE 9: NET TRANSFERS AFTER SATISFACTION OF DONOR RESTRICTIONS -231,865. FORM 990, PART XII, LINE 2C: NO CHANGES FOR APPROVING AUDITED FINANCIAL STATEMENTS OR SELECTION OF INDEPENDENT ACCOUNTANTS HAVE OCCURRED FROM THE PRIOR YEAR. BLUE RIDGE HEALTHCARE HOSPITALS INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 560529976 HEALTHCARE NC 501(C)(3) 170(B)(1)(A) N/A 0 BLUE RIDGE HEALTHCARE SYSTEM INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 562150313 HEALTHCARE NC 501(C)(3) 509(A)(3) N/A 0 BLUE RIDGE HEALTHCARE MEDICAL GROUP INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 020777195 HEALTHCARE NC 501(C)(3) 509(A)(2) N/A 0 GRACE LIFECARE INC 500 LENOIR ROAD MORGANTON NC 28655 561722754 HEALTHCARE NC 501(C)(3) 509(A)(2) N/A 0 GRACE NURSING CENTER INC 109 FOOTHILLS DRIVE MORGANTON NC 28655 561838369 HEALTHCARE NC 501(C)(3) 509(A)(2) N/A 0 GRACE PROPERTIES INC 500 LENOIR ROAD MORGANTON NC 28655 561727514 HEALTHCARE NC 501(C)(3) 509(A)(3) N/A 0 VALDESE NURSING HOME INC 95 LOCUST STREET CONNELLY SPRINGS NC 28612 581978560 HEALTHCARE NC 501(C)(3) 509(A)(2) N/A 0 GRACE HEALTH VENTURES INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 561581317 RELATED NC BLUE RIDGE HEALTHCARE SYSTEM C 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0