2023-11-14T12:09:43-06:00 2022-12-31 990 2022-01-01 561376368 PRESBYTERIAN MEDICAL CARE CORP PRES 3362772411 2085 FRONTIS PLAZA BLVD WINSTON SALEM NC 27103 GEOFFREY GARDNER CFO 3367182803 2023-11-14 GEOFFREY GARDNER XXX-XX-XXXX 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NOVANT HEALTH MATTHEWS MEDICAL CENTER CARL ARMATO 2085 FRONTIS PLAZA BLVD WINSTON SALEM NC 27103 272365633 0 X WWW.NOVANTHEALTH.ORG X 1983 NC SEE SCHEDULE O 16 11 1472 131 0 0 1180781 1534431 301327705 269704577 283458 204364 759658 877473 303551602 272320845 374127 452310 0 0 85200004 83387671 0 0 0 150524400 146158603 236098531 229998584 67453071 42322261 859397199 892898438 47971588 39291957 811425611 853606481 X SEE SCHEDULE O 0 0 172697194 452310 269832122 PRESBYTERIAN MEDICAL CARE CORPORATION ("PMCC"), DOING BUSINESS AS NOVANT HEALTH MATTHEWS MEDICAL CENTER, IS DEDICATED TO SUPPORTING THE HEALTH AND WELFARE OF THE RESIDENTS OF THE COMMUNITIES SERVED BY THE ORGANIZATION. PMCC MAINTAINS AN OPEN DOOR POLICY, ACCEPTING ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. DURING 2022, PMCC HAD 157 LICENSED BEDS, WITH 46,543 PATIENT DAYS AND AN AVERAGE LENGTH OF STAY OF 4 DAYS. THE AVERAGE DAILY CENSUS WAS 128, AND THERE WERE 10,422 DISCHARGES. THERE WERE 5,404 INPATIENT AND OUTPATIENT SURGERIES, 35,500 EMERGENCY DEPARTMENT VISITS AND 98,510 OUTPATIENT ENCOUNTERS. 172697194 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1472 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 NC X X WENDI STOCKSTILL 3362772411 2085 FRONTIS PLAZA BLVD WINSTON SALEM NC 27103 X DAVID VOELLINGER MD TRUSTEE 0.20 45.00 X 0 550691 56092 SAAD EHTISHAM SVP & PRES NHPMC&GCM / TRUSTEE 0.20 50.20 X 0 1078074 164953 KIMBERLY CASE MD TRUSTEE 0.20 45.00 X 0 319273 27467 KATE HATCHER MD TRUSTEE 0.20 0.20 X 0 0 0 DANIEL COTTINGHAM TRUSTEE 0.20 0.20 X 0 0 0 JONI DAVIS TRUSTEE 0.20 0.20 X 0 0 0 KANDI DEITEMEYER EDD TRUSTEE 0.20 0.20 X 0 0 0 LINDA FARTHING SECRETARY 0.20 0.20 X X 0 0 0 TALIA GOLDMAN TRUSTEE 0.20 0.20 X 0 0 0 JAMES JOHNSON MD TRUSTEE 0.20 0.20 X 0 0 0 THADDEUS JONES TRUSTEE 0.20 0.20 X 0 0 0 MICHELLE LEE TREASURER 0.20 0.20 X X 0 0 0 JOHN LEWIS CHAIR 0.20 0.20 X X 0 0 0 LUIS LOBO TRUSTEE 0.20 0.20 X 0 0 0 JANELLE LYONS TRUSTEE 0.20 0.20 X 0 0 0 JAMES TAYLOR VICE CHAIR 0.20 0.20 X X 0 0 0 FRED HARGETT EVP & CFO 0.20 50.00 X 0 2355664 61852 JASON BERND PRESIDENT & COO 50.00 0.00 X 560635 0 56657 SCOTTY CAMPBELL II CRNA II 45.00 0.00 X 362236 0 40368 ADAM KOKOSZKA SUPV CRNA 45.00 0.00 X 314293 0 49081 DEBRA ALLENSPACH CRNA II 45.00 0.00 X 293663 0 38373 JOSHUA FESEL CRNA II 45.00 0.00 X 268438 0 48346 MELONIE MURRAY CRNA II 45.00 0.00 X 257979 0 38413 SIDNEY FLETCHER MD FMR CMO (SEE SCHEDULE O) 0.00 50.00 X 0 1019356 151767 KELLI SADLER FMR CNO (SEE SCHEDULE O) 0.00 50.00 X 0 469908 44223 2057244 5792966 777592 99 1 1 0 AYA HEALTHCARE INC DEPT 3519 PO BOX 123519 DALLAS TX 75312 TRAVEL NURSING SERVICES 21400309 VANNOY CONSTRUCTION PO BOX 635 JEFFERSON NC 28640 CONSTRUCTION SERVICES 6550955 MCCULLOCH ENGLAND ASSOCIATES ARCHITECTS 100 QUEENS ROAD SUITE 200 CHARLOTTE NC 28204 CONSTRUCTION SERVICES 3210932 MORRISON HEALTHCARE PO BOX 102289 ATLANTA GA 30368 FOOD MANAGEMENT SERVICES 3118002 TRIMEDX INC PO BOX 636129 CINCINNATI OH 45263 CLINICAL ENGINEERING SERVICES 2369818 28 167452 1366979 1534431 NET PATIENT REVENUE 622110 269440007 269440007 PASS-THRU PATIENT REVENUE 621111 140669 140669 PHARMACY 621111 121230 121230 VALUE BASED INCENTIVE 900099 2671 2671 269704577 178227 178227 43134 0 43134 43134 43134 70925 44788 26137 26137 26137 CAFETERIA MEALS 722514 678312 678312 MISCELLANEOUS REVENUE 900099 156027 127545 28482 834339 272320845 269832122 0 954292 X 345615 345615 106695 106695 615251 615251 65280881 62016838 3264043 2662427 2529305 133122 10183173 9674013 509160 4645939 4413642 232297 23216553 22315242 901311 82048 82048 523417 353076 170341 1699554 1673368 26186 3690426 3395192 295234 18870 17927 943 12162 11554 608 1882848 1882848 8383717 7615671 768046 1561753 1419355 142398 CORPORATE SUPPORT 48728264 48728264 MEDICAL SUPPLIES 22519973 22468645 51328 CONTRACT LABOR 22327222 21210861 1116361 PHARMACEUTICALS 5501209 5501209 6010587 5664090 346497 229998584 172697194 57301390 0 7679 396 53971915 39301241 5268481 4516170 6376261 6694197 441683 189896 219943446 131475781 76097557 88467665 -2708368 -3118304 719941991 756847177 859397199 892898438 33169433 25771427 14802155 13520530 47971588 39291957 X 811425611 853606481 811425611 853606481 859397199 892898438 X 42322261 -141391 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 0 0 1 8575 8575 0 LINE 1A THERE IS LIMITED ENGAGEMENT OF THE BOARD. LINE 1I DUES PAID TO CERTAIN ORGANIZATIONS WHICH INCLUDE A PORTION RELATED TO LOBBYING ACTIVITIES. 3385067 3385067 107184450 66300668 40883782 861163 584322 276841 76666416 58086983 18579433 31846350 6503808 25342542 88467665 DUE FROM AFFILIATE 750806694 RIGHT OF USE ASSETS 6040483 756847177 0 NOTES PAYABLE 5643742 PATIENT REFUNDS 1355561 THIRD PARTY PAYMENT PAYABLE 383356 OPERATING LEASE 6137871 13520530 X PART X, LINE 2: PART X, LINE 2: LIABILITY UNDER FIN 48 (ASC 740) FOOTNOTE THE AUDIT FOR NOVANT HEALTH AND ITS AFFILIATES IS PREPARED ON A CONSOLIDATED BASIS. THE COMPANY IS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THIS EVALUATION INCLUDES A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF OUR FOR-PROFIT SUBSIDIARIES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE COMPANY'S CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. 1 1 X 1 X 300.000000000000 0 0 1 0 1 1 7849127 7849127 0.03410 22927346 23363605 0 0.00000 30776473 23363605 7849127 0.03410 215179 215179 0.00090 1477163 1477163 0.00640 3547932 3002943 544989 0.00240 156800 156800 0.00070 5397074 3002943 2394131 0.01040 36173547 26366548 10243258 0.04450 67055 67055 0.00030 53600 53600 0.00020 61650 61650 0.00030 182305 182305 0.00080 1 0 0 37731684 40385233 -2653549 X 1 0 1 MATTHEWS SURGERY CENTER LLC HEALTHCARE 0.50000 0.00000 0.50000 1 1 PMCC DBA NH MATTHEWS MEDICAL CENTER 1500 MATTHEWS TOWNSHIP PARKWAY MATTHEWS NC 28105 WWW.NOVANTHEALTH.ORG H0270 X X X NOVANT HEALTH MATTHEWS MEDICAL CENTER 1 0 0 1 X X X X X X X X X 22 1 0 0 1 X SEE SECTION C X 1 22 1 SEE SECTION C 0 1 X 300.000000000000 0.000000000000 X X X X 1 1 X X X 1 X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X 1 X 0 X X X X 1 X 0 0 NOVANT HEALTH MATTHEWS MEDICAL CENTER PART V, SECTION B, LINE 3J: NOVANT HEALTH MATTHEWS MEDICAL CENTERPART V, SECTION B, LINE 3E:VARIOUS SOCIAL, BEHAVIORAL, AND CLINICAL HEALTH NEEDS WERE IDENTIFIED THROUGH PRIMARY AND SECONDARY DATA IN THE NEEDS ASSESSMENT. ONCE THE HEALTH NEEDS WERE IDENTIFIED, SURVEYS AND COMMUNITY MEETINGS WERE CONDUCTED IN WHICH THE VARIOUS COMMUNITY STAKEHOLDERS RANKED THE HEALTH ISSUES BASED ON AVAILABLE DATA INCLUDING SEVERITY OF NEED AND MAGNITUDE OF IMPACT. THE INFORMATION GATHERED WAS THEN MATRIXED AND SCORED IN ORDER TO RANK THE FOCUS AREAS AND PRIORITIZE THE IDENTIFIED HEALTH NEEDS, BASED ON CAREFUL CONSIDERATION OF ESTIMATED FEASIBILITY AND EFFECTIVENESS OF POSSIBLE INTERVENTIONS. THE PRIORITIZED IDENTIFIED HEALTH NEEDS AND SUPPORTING DATA ARE THEN REVIEWED AND DELIBERATED UPON FURTHER BY THE BOARD BEFORE FINAL APPROVAL. AN IMPLEMENTATION PLAN WAS CREATED FOR THE PRIORITIZED HEALTH NEEDS AND PROGRESS TOWARD MEETING IMPLEMENTATION PLAN GOALS IS ASSESSED REGULARLY THROUGHOUT THE COMMUNITY HEALTH NEEDS ASSESSMENT LIFE CYCLE. COMMUNITY PARTNERS WHO ARE CURRENTLY SERVING COMMUNITY NEEDS ARE IDENTIFIED AS POTENTIAL PARTNERS FOR COLLABORATION ON THOSE IDENTIFIED NEEDS THAT ARE NOT PART OF THE IMPLEMENTATION PLAN. NOVANT HEALTH MATTHEWS MEDICAL CENTER PART V, SECTION B, LINE 5: WHILE CONDUCTING THE CHNA, THE HOSPITAL FACILITY(IES) SOLICITED INPUT FROM, AND CONSULTED WITH, A VARIETY OF COMMUNITY MEMBERS AND REPRESENTATIVES INCLUDING, BUT NOT LIMITED TO, REPRESENTATIVES OF CITY AND COUNTY GOVERNMENT INCLUDING HEALTH DEPARTMENTS, COMMUNITY-BASED ORGANIZATIONS, FOUNDATIONS, CHURCHES, COLLEGES/UNIVERSITIES, COMMUNITY COALITIONS AND OTHER SOCIAL SERVICE AGENCIES. INPUT WAS GATHERED THROUGH A COMMUNITY SURVEY (DISTRIBUTED THROUGH A VARIETY OF PARTNERS, METHODS AND CHANNELS), COMMUNITY MEETINGS AND/OR FOCUS GROUPS, STAKEHOLDER'S INTERVIEWS, AND SOLICITED THROUGH WRITTEN COMMENTS THROUGHOUT THE SURVEY PERIOD UNTIL THE FINAL COMMUNITY PRIORITY SETTING MEETING(S) AND/OR SURVEY. THE SCOPE OF EXPERTISE WAS BROAD AND INCLUDED SUCH AREAS AS PUBLIC HEALTH, MINORITY POPULATIONS, HEALTH DISPARITIES, AND SOCIAL SERVICES. DATA DERIVED FROM THESE EXERCISES IS BOTH QUANTITATIVE AND QUALITATIVE IN SCOPE. FOR MORE DETAILED INFORMATION, INCLUDING RELEVANT DATES FOR SOLICITING CHNA DATA AND FEEDBACK, REFER TO THE PUBLICLY AVAILABLE CHNA AND IMPLEMENTATION PLAN AVAILABLE ON THE WEBSITE, VIA THE URL PROVIDED FOR THE POSTING OF THE PLAN. NOVANT HEALTH MATTHEWS MEDICAL CENTER PART V, SECTION B, LINE 7D: NOVANT HEALTH MATTHEWS MEDICAL CENTERPART V, SECTION B, LINE 7BHTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/NOVANT HEALTH MATTHEWS MEDICAL CENTERPART V, SECTION B, LINE 10AHTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/ NOVANT HEALTH MATTHEWS MEDICAL CENTER PART V, SECTION B, LINE 11: THE HOSPITAL FACILITY(IES) IS/ARE A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. THE FACILITY'S CHNA IDENTIFIED MULTIPLE NEEDS FOR THE COMMUNITY SERVED. THE NEEDS IDENTIFIED WERE REVIEWED AND PRIORITIZED BY THE CHNA RESOURCE GROUP AND SUBSEQUENTLY BY EACH FACILITY'S BOARD. THEY EVALUATED EACH DOCUMENTED NEED AND ITS INTERSECTION WITH THE ORGANIZATION'S VISION, COMMITMENTS, KEY STRENGTHS AND AVAILABLE RESOURCES BEFORE FURTHER PRIORITIZING THE HEALTH NEEDS AND AGREEING UPON THE TOP HEALTH PRIORITIES TO BE ADDRESSED. WHERE POSSIBLE, WE HAVE LEVERAGED THE SYSTEM'S STRENGTHS AND RESOURCES TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY BASED ON SCOPE, SEVERITY, HEALTH DISPARITIES ASSOCIATED WITH THE NEED, AND THE ESTIMATED FEASIBILITY AND EFFECTIVENESS OF POSSIBLE INTERVENTIONS. NOVANT HEALTH AND EACH OF ITS HOSPITAL FACILITIES HAVE ADOPTED AND EXECUTED AN IMPLEMENTATION STRATEGY THAT ADDRESSES THE PRIORITIZED COMMUNITY HEALTH NEEDS FROM THE CHNAS. THE IMPLEMENTATION STRATEGIES OUTLINE THE PLAN THAT THE HOSPITAL FACILITY(IES) WILL UNDERTAKE TO MEET THOSE HEALTH NEEDS IN EACH OF ITS COMMUNITIES. CERTAIN NEEDS THAT WERE IDENTIFIED BY THE CHNA HAVE NOT BEEN ADDRESSED. CERTAIN OF THE NEEDS NOT ADDRESSED FALL OUTSIDE OF THE SCOPE OF TRADITIONAL HEALTHCARE (I.E. DENTAL WORK, VIOLENCE PREVENTION) AND OTHERS ARE CANDIDATES FOR COLLABORATIVE WORK AND HAVE OTHER RESOURCES IN THE COMMUNITY THAT CAN MORE APPROPRIATELY ADDRESS THESE NEEDS BASED ON SCOPE OF SERVICES AND EXPERTISE.FOR MORE DETAILED INFORMATION, REFER TO THE PUBLICLY AVAILABLE CHNA AND IMPLEMENTATION PLAN AVAILABLE ON THE WEBSITE, VIA THE URL PROVIDED FOR THE POSTING OF THE PLAN. NOVANT HEALTH MATTHEWS MEDICAL CENTER PART V, SECTION B, LINE 13H: OTHER ELIGIBILITY CRITERIA EXPLAINED IN THE FAP INCLUDE THE FOLLOWING: FREE CARE IS ONLY APPLICABLE TO MEDICALLY NECESSARY SERVICES; PROVIDER BASED PHYSICIAN CLINICS REQUIRE THAT PATIENTS MUST HAVE BEEN TREATED BY AN AFFILIATED MEDICAL GROUP PRIMARY CARE PHYSICIAN WITHIN THE PREVIOUS THREE YEARS; PATIENTS MUST BE UNABLE TO ACCESS ENTITLEMENT PROGRAMS; PATIENTS WITH SPECIAL CIRCUMSTANCES SUCH AS BANKRUPTCY MAY ALSO BE ELIGIBLE FOR CHARITY CARE. NOVANT HEALTH MATTHEWS MEDICAL CENTER:PART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.NOVANTHEALTH.ORG/FOR-PATIENTS/BILLING--INSURANCE/FINANCIAL-ASSISTANCE/PART V, LINE 16B, FAP APPLICATION: HTTPS://WWW.NOVANTHEALTH.ORG/GLOBALASSETS/BUTTONS-AND-DOCUMENTS-CTASLINKS/DOCUMENTS-PDFS/FAA_APP_ENGLISH.PDFPART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY: HTTPS://WWW.NOVANTHEALTH.ORG/GLOBALASSETS/BUTTONS-AND-DOCUMENTS-CTASLINKS/DOCUMENTS-PDFS/NOVANT-HEALTH-ACUTE-PLS-ENGLISH.PDF 1 1 - MATTHEWS SURGERY CENTER 710 PARK CENTER DR MATTHEWS NC 28105 AMBULATORY SURGERY CENTER PART I, LINE 3C: OTHER CRITERIA BESIDES INCOME AND FPG USED IN DETERMINING ELIGIBILITY FOR FREE CARE INCLUDE: (1) RESIDENCY - PATIENTS MUST RESIDE WITHIN THE SERVICE AREA OF THE HOSPITAL; (2) THE KIND OF SERVICE PROVIDED - ONLY MEDICALLY NECESSARY SERVICES ARE COVERED; (3) PATIENT STATUS - IN PROVIDER BASED PHYSICIAN CLINICS, PATIENTS MUST HAVE BEEN TREATED BY AN AFFILIATED MEDICAL GROUP PRIMARY CARE PHYSICIAN WITHIN THE PREVIOUS THREE YEARS; AND (4) ACCESS TO HEALTH CARE COVERAGE - PATIENTS MUST BE UNABLE TO ACCESS EMPLOYER SPONSORED HEALTH PLANS OR ENTITLEMENT PROGRAMS. LASTLY, THE PATIENT MUST BE WITHOUT SUBSTANTIAL LIQUID ASSETS (I.E. CASH-ON-HAND). ASSETS SUCH AS HOUSES, CARS, PENALIZED RETIREMENT SAVINGS FUNDS, ETC. ARE NOT CONSIDERED LIQUID ASSETS. SUBSTANTIAL ASSETS ARE DEFINED AS ENOUGH CASH-ON-HAND TO COVER THE MEDICAL EXPENSES WITHOUT PLACING A HARDSHIP ON THE PATIENT. PATIENTS WITH SPECIAL CIRCUMSTANCES SUCH AS BANKRUPTCY MAY ALSO BE ELIGIBLE FOR CHARITY CARE; DETERMINATION IS MADE ON A CASE BY CASE BASIS UNDER THESE CIRCUMSTANCES. PART I, LINE 6A: PART I, LINE 6ATHE ORGANIZATION IS A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. THE COMMUNITY BENEFIT REPORT, REFERRED TO AS A COMMUNITY IMPACT REPORT, IS PREPARED BY A RELATED ORGANIZATION. NOVANT HEALTH, INC. IS THE PARENT COMPANY AND PRODUCES A COMMUNITY BENEFIT REPORT REPRESENTING THE HEALTH SYSTEM AS A WHOLE. THE REPORT CAN BE FOUND AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/. PLEASE NOTE THAT THE NUMERIC DATA IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES. IT SHOULD NOT BE RELIED UPON AS THE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT REPORT, ITS COMMUNITY HEALTH NEEDS ASSESSMENT OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY. PART I, LINE 7: COSTS REPORTED IN THE TABLE FOR CHARITY CARE AND CERTAIN OTHER COMMUNITY BENEFITS AMOUNTS ARE CALCULATED USING AN ENTITY SPECIFIC COST TO CHARGE RATIO BASED ON WORKSHEET 2 (CCR). PART I, LN 7 COL(F): PART I, LN 7 COL(F)THE AMOUNT OF BAD DEBT REMOVED FROM TOTAL EXPENSES (DENOMINATOR) WAS $0. PART II, COMMUNITY BUILDING ACTIVITIES: THE ORGANIZATION'S COMMUNITY BUILDING ACTIVITIES ADDRESS THE UNDERLYING CAUSES OF HEALTH PROBLEMS AND IMPACT THE HEALTH OF OUR COMMUNITY THROUGH PARTNERSHIPS WITH LOCAL AGENCIES DEDICATED TO IMPROVING THE LIVES OF ALL INDIVIDUALS. WE PROVIDE FINANCIAL SUPPORT AND OTHER RESOURCES TO ORGANIZATIONS SUCH AS LOCAL YMCA'S, UNITED WAY PARTNER AGENCIES, CHAMBERS OF COMMERCE AND OTHER LOCAL COMMUNITY ORGANIZATIONS, ASSISTING WITH COMMUNITY AND COUNTY COALITIONS, AND PROVIDING EDUCATION SEMINARS AND TRAINING FOR COMMUNITY WORKFORCES. THROUGH THESE PARTNERSHIPS AND OUTREACH METHODS WE ARE ABLE TO SUCCESSFULLY BRIDGE THE GAP OF NEED FOR RESOURCES BEYOND TRADITIONAL HEALTHCARE SERVICES WITHIN THE COMMUNITIES WE SERVE. PART III, LINE 2: IMPLICIT PRICE CONCESSIONS (FORMERLY LABELED BAD DEBT EXPENSE) ARE DETERMINED BASED ON MANAGEMENT'S ASSESSMENT OF CONTRACTUAL AGREEMENTS, DISCOUNT POLICIES, AND HISTORICAL EXPERIENCE. PART III, LINE 4: THE ORGANIZATION'S IMPLICIT PRICE CONCESSIONS (FORMERLY LABELED BAD DEBT EXPENSE, AT COST) ON LINE 2 IS CALCULATED USING THE SAME METHODOLOGY AS CHARITY CARE AND OTHER COMMUNITY BENEFITS USING AN ENTITY SPECIFIC COST TO CHARGE RATIO (CCR). FOOTNOTE 2 (ACCOUNTS RECEIVABLE) ON PAGE 8 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES PRICE CONCESSIONS. PART III, LINE 8: THE METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS REPORTED IN THE ORGANIZATION'S MEDICARE COST REPORT AS REFLECTED IN THE AMOUNT REPORTED IN PART III, LINE 6 IS DETERMINED BY FOLLOWING THE MEDICARE PRINCIPLES OF ALLOWABLE COSTS. COST FOR THE OVERHEAD DEPARTMENTS ARE STEPPED DOWN TO THE REMAINING COST CENTERS BASED ON STATISTICS FOR EACH OVERHEAD COST CENTER. ONCE THE STEP-DOWN PROCESS IS COMPLETE, A COST TO CHARGE RATIO ("CCR") IS DEVELOPED FOR EACH COST CENTER. THE CCR IS THEN APPLIED TO THE MEDICARE REVENUE BY COST CENTER AND TOTALED. IT SHOULD BE NOTED THAT THE MEDICARE COST REPORTS DO NOT ADDRESS ANY MANAGED CARE MEDICARE REVENUES, COSTS, OR RELATED SHORTFALL. THE TOTAL REVENUES REPORTED AS RECEIVED FROM MEDICARE IN LINE 5 OF SECTION B ARE ONLY REPRESENTATIVE OF MEDICARE FEE FOR SERVICE PAYMENTS RECEIVED. THE ALLOWABLE COSTS ON LINE 6 ARE SIGNIFICANTLY LOWER THAN THE ACTUAL EXPENDITURES. AS SUCH, THE SHORTFALL IS UNDERESTIMATED. EVERY HOSPITAL TREATS MEDICARE PATIENTS. SOME HOSPITALS ARE LOCATED IN HIGH MEDICARE POPULATION AREAS; OTHERS PROVIDE SERVICES DISPROPORTIONATELY USED BY MEDICARE PATIENTS. MEDICARE RATES AND NUMBERS OF MEDICARE PATIENTS ARE NOT NEGOTIATED. AS REIMBURSEMENT RATES DECLINE RELATIVE TO COSTS OF CARE, HOSPITALS CONTINUE TO SERVE THE MEDICARE POPULATION. WITHOUT THIS SERVICE THESE PATIENTS WOULD BECOME AN OBLIGATION ON THE GOVERNMENT. ANY UNREIMBURSED COSTS OF THIS CARE ARE A COMMUNITY BENEFIT PROVIDED BY THE HOSPITAL TO THE COMMUNITY AND GOVERNMENT. PART III, LINE 9B: THE ORGANIZATION'S BILLING AND COLLECTIONS POLICY DOES EXPLAIN ACTIONS AGAINST PATIENTS WHO HAVE OUTSTANDING DELINQUENT AMOUNTS, BUT THE POLICY DOES NOT CONTAIN PROVISIONS FOR COLLECTION PRACTICES AGAINST PATIENTS WHO ARE ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY (FAP) BECAUSE FAP ELIGIBLE PATIENTS RECEIVE 100% FREE CARE AND THEREFORE DO NOT RECEIVE BILLS ONCE FAP ELIGIBILITY HAS BEEN ESTABLISHED. PART VI, LINE 2: PART VI, LINE 2: NEEDS ASSESSMENTTHE ORGANIZATION IS PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM, WHICH HAS A COMMUNITY ENGAGEMENT DEPARTMENT THAT FACILITATES COMMUNITY BENEFIT ACROSS THE SYSTEM. THE COMMUNITY ENGAGEMENT DEPARTMENT IS RESPONSIBLE FOR COORDINATING THE PREPARATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) FOR EACH HOSPITAL WITHIN THE SYSTEM, INCLUDING THE CHNAS REPORTED IN PART V, SECTION B. EACH HOSPITAL AND THE COMMUNITY ENGAGEMENT DEPARTMENT WORK TOGETHER TO IDENTIFY ORGANIZATIONS AND RESOURCES WITHIN ITS COMMUNITY THAT CONTRIBUTE TO THE PROCESS. THESE ORGANIZATIONS AND RESOURCES INCLUDE PUBLIC HEALTH DEPARTMENTS, LOCAL COMMUNITY COALITIONS AND CLINICS REPRESENTING THE MEDICALLY UNDERSERVED, UNITED WAY, YMCAS, LOCAL UNIVERSITIES, ETC. COMMUNITY HEALTH ASSESSMENTS PREPARED BY OTHER ORGANIZATIONS IN THE COMMUNITY ARE USED IN COMBINATION WITH INTERNAL HOSPITAL DATA AND INFORMATION COLLECTED FROM LOCAL AGENCIES TO PREPARE THE HOSPITAL'S CHNA. THROUGH DATA AND COMMUNITY PARTNERSHIPS, WE ARE ABLE TO ASSESS UNMET NEEDS AND WORK TO DIRECTLY SUPPORT OUR COMMUNITIES AND OUR PARTNERS IN ADDRESSING THOSE NEEDS. ORGANIZATIONAL PARTNERSHIPS ESTABLISHED BY THE COMMUNITY ENGAGEMENT DEPARTMENT ARE OFTEN LEVERAGED TO ADDRESS NEEDS THAT WERE IDENTIFIED IN THE CHNA, BUT WERE NOT PRIORITIZED BY THE FACILITY IMPLEMENTATION PLAN. IN ADDITION TO ADDRESSING NEEDS IDENTIFIED THROUGH THE CHNA, EACH HOSPITAL MAY RESPOND TO REQUESTS FOR SPECIFIC COMMUNITY BENEFIT ACTIVITIES OR PROGRAMS FROM PUBLIC AGENCIES OR COMMUNITY GROUPS. PART VI, LINE 3: PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCETHE ORGANIZATION IS COMMITTED TO PROVIDING OUTSTANDING HEALTHCARE TO ALL MEMBERS OF OUR COMMUNITIES, REGARDLESS OF THEIR ABILITY TO PAY. OUR FINANCIAL COUNSELING TEAMS ARE CONSTANTLY WORKING WITH THE PATIENTS WITHIN OUR COMMUNITIES TO UNDERSTAND THEIR NEEDS AND ENSURE THAT OUR POLICIES AND PROCESSES ADDRESS THESE NEEDS. WE ALSO MAINTAIN CONTRACTS WITH MEDICAID ELIGIBILITY VENDORS AND THESE TEAMS OFFER ADDITIONAL SUPPORT IN PROCESSING AND ASSESSING HOW WE SERVE THE FINANCIAL NEEDS OF OUR PATIENTS. BASED ON THE ASSESSMENTS OF OUR COMMUNITIES, THE ORGANIZATION HAS DEVELOPED FINANCIAL ASSISTANCE POLICIES AND PROGRAMS THAT ADDRESS THE FINANCIAL NEEDS OF OUR PATIENTS. WE PRIDE OURSELVES ON THE TRANSPARENCY OF OUR PROGRAMS AND THE EDUCATION WE OFFER OUR PATIENTS AROUND OUR FINANCIAL ASSISTANCE POLICIES. OUR PROGRAMS ARE DOCUMENTED ON OUR WEBSITE, ALONG WITH CONTACT INFORMATION FOR OUR FINANCIAL COUNSELORS. ADDITIONALLY, OUR PROGRAMS ARE DOCUMENTED ON PATIENT FLYERS THROUGHOUT THE ORGANIZATION'S FACILITIES AND PHYSICIAN OFFICES. OUR PATIENT ACCESS SPECIALISTS, FINANCIAL COUNSELORS AND BUSINESS OFFICE TEAMS WORK WITH ALL ELIGIBLE PATIENTS TO EDUCATE THEM ON THE VARIOUS OPTIONS AVAILABLE VIA OUR FINANCIAL ASSISTANCE PROGRAMS OR GOVERNMENT SPONSORED CARE. THEY ALSO REFERENCE OUR FINANCIAL ASSISTANCE POLICY IN ALL CONVERSATIONS RELATED TO PATIENTS BILLS. FINALLY, WE WORK WITH LOCAL AREA FREE HEALTH CLINICS AND OTHER CHARITABLE ORGANIZATIONS TO PROVIDE CONTINUATION OF CARE FOR THEIR PATIENTS. IN ADDITION TO OUR FINANCIAL COUNSELING PROCESSES USED TO IDENTIFY CHARITY CARE PATIENTS, OUR COLLECTIONS PROCESSES WITHIN OUR BUSINESS OFFICES ALSO HELP IDENTIFY PATIENTS WHO ARE ALREADY ELIGIBLE FOR CHARITY OR WHO MAY BE ELIGIBLE BASED ON THEIR STATUS WITHIN THE FEDERAL POVERTY GUIDELINES ("FPG"). WE UTILIZE PREVIOUSLY SUBMITTED PATIENT DOCUMENTATION AND CREDIT AGENCY REPORTED FPG FOR DETERMINATION. SUPPORTING DOCUMENTS ARE VALID 6 MONTHS FROM THE DATE OF SUBMISSION. OUR POLICIES ARE CONSIDERED FLUID AND ARE UPDATED FREQUENTLY BASED ON LOCAL AND NATIONAL MARKET STANDARDS AND NATIONAL ECONOMIC CONDITIONS. ANY UPDATES TO OUR POLICIES REQUIRE MULTI-LEVEL LEADERSHIP APPROVAL AND ARE ULTIMATELY APPROVED BY THE ORGANIZATION'S BOARD. PART VI, LINE 4: PART VI, LINE 4: COMMUNITY INFORMATIONPRESBYTERIAN MEDICAL CARE CORPORATION DBA NOVANT HEALTH MATTHEWS MEDICAL CENTERTHE PRIMARY SERVICE AREA IS DEFINED BY THE ZIP CODES THAT REPRESENT AT LEAST 75% OF THE HOSPITAL'S IN-PATIENT POPULATION. THE PRIMARY SERVICE AREA (PSA) INCLUDES MECKLENBURG, UNION AND LANCASTER COUNTIES. 47% OF PATIENTS IN THE PSA RESIDE IN UNION COUNTY, AND 50% OF PATIENTS IN THE PSA RESIDE IN MECKLENBURG COUNTY. 38% OF PATIENTS OVERALL RESIDE IN THE PRIMARY AND SECONDARY SERVICE AREAS OF UNION COUNTY AND 45.5% OF PATIENTS OVERALL RESIDE IN THE PRIMARY AND SECONDARY SERVICE AREAS OF MECKLENBURG COUNTY. MECKLENBURG COUNTY REPRESENTS THE HIGHEST POPULATION OF POTENTIALLY UNDERSERVED, LOW-INCOME AND MINORITY INDIVIDUALS FROM THE PRIMARY SERVICE AREA, BUT DEMOGRAPHIC DATA IS INCLUDED FROM UNION AND MECKLENBURG COUNTIES. ACCORDING TO THE VIZIENT VULNERABILITY INDEX RELEASED IN JANUARY 2022, PATIENTS ADMITTED TO NOVANT HEALTH MATTHEWS MEDICAL CENTER EXPERIENCE THE MOST PROFOUND SOCIAL RISKS IF THEY LIVE IN ZIP CODES 28216, 28205, 28213, 28215, 29720, AND 28212. THESE ZIP CODES EXPERIENCE DISPROPORTIONATELY HIGH SOCIAL RISKS WHEN COMPARED TO THEIR COUNTERPART NEIGHBORHOODS. AREAS OF PARTICULAR CONCERN INCLUDE ACCESS TO HEALTHCARE, HOUSING, POVERTY, AND FOOD INSECURITY. UNION COUNTY HAS A POPULATION OF 243,648 COMPARED TO THE MECKLENBURG COUNTY POPULATION OF 1,122,276. NORTH CAROLINA HAS A TOTAL POPULATION OF 10,551,162. IN MECKLENBURG COUNTY:- 56.6% OF THE POPULATION IS WHITE, 33.3% IS BLACK/AFRICAN AMERICAN, 14.1% IS HISPANIC, AND 6.5% IS ASIAN- 12.2% OF THE POPULATION UNDER 65 DOES NOT HAVE HEALTH INSURANCE- THE MEDIAN INCOME IS $69,240- THE POVERTY RATE IS 11%- THE LEADING CAUSES OF DEATH ARE CANCER AND HEART DISEASE- THE UNEMPLOYMENT RATE IS 4.8%- FOOD HARDSHIP IS AT 94.5% IN ZIP CODE 28208, 76.4% IN ZIP CODE 28217, AND 72.6% IN ZIP CODE 28216 COMPARED TO 7% IN ZIP CODE 28277IN UNION COUNTY:- 80.2% OF THE POPULATION IS WHITE, 12.6% IS BLACK/AFRICAN AMERICAN, 12% IS HISPANIC, AND 4.2% IS ASIAN- 10.8% OF THE POPULATION UNDER 65 DOES NOT HAVE HEALTH INSURANCE- THE MEDIAN INCOME IS $82,557- THE POVERTY RATE IS 7%- THE LEADING CAUSES OF DEATH ARE CANCER AND HEART DISEASE- THE UNEMPLOYMENT RATE IS 4.6%- 7.3% OF THE OVERALL POPULATION OF UNION COUNTY IS FACING FOOD HARDSHIPDATA FOR THE CHNA WAS GATHERED FROM VARIOUS STATE AND FEDERAL SOURCES, BUT PRIMARILY THE US CENSUS BUREAU. SPECIFIC REFERENCES AND OTHER SUPPORTING INFORMATION CAN BE FOUND IN THE MOST RECENT CHNA HERE:HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/ PART VI, LINE 5: PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTHTHE ORGANIZATION FURTHERS ITS EXEMPT PURPOSES BY DOING THE FOLLOWING:1. ADOPTING A FINANCIAL ASSISTANCE POLICY;2. REMAINING CERTIFIED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PROVIDE SERVICES TO ALL BENEFICIARIES OF MEDICARE, MEDICAID, AND OTHER GOVERNMENT PAYMENT PROGRAMS, AND PROVIDING SERVICES IN A NONDISCRIMINATORY MANNER TO SUCH BENEFICIARIES;3. OPERATING A FULL-TIME EMERGENCY ROOM WHICH IS OPEN TO AND ACCEPTS ALL PERSONS, REGARDLESS OF THEIR ABILITY TO PAY;4. MAINTAINING AN OPEN MEDICAL STAFF, SUBJECT TO EXCLUSIVE CONTRACTS FOR HOSPITAL-BASED SERVICES SUCH AS ANESTHESIOLOGY, RADIOLOGY, PATHOLOGY, HOSPITALIST, AND EMERGENCY DEPARTMENT SERVICES, TO THE EXTENT AN EXCLUSIVE CONTRACT FOR THOSE SERVICES IS REQUIRED TO OBTAIN PROPER STAFFING COVERAGE OR TO PERMIT A MORE EFFICIENT DELIVERY OF THOSE SERVICES WITHIN THE HOSPITAL FACILITY;5. MAINTAINING A GOVERNING BOARD CONSISTING PRIMARILY OF A BROAD CROSS-SECTION OF LEADERS IN THE COMMUNITY;6. ADOPTING AND APPLYING A CONFLICT OF INTEREST POLICY, WHICH APPLIES TO THE GOVERNING BOARD AND ORGANIZATION OFFICERS;7. PROVIDING HEALTH EDUCATION LECTURES AND WORKSHOPS;8. PROVIDING HEALTH FAIRS, EDUCATION ON SPECIFIC DISEASES OR CONDITIONS, AND HEALTH PROMOTION AND WELLNESS PROGRAMS TO THE COMMUNITIES IT SERVES;9. PROVIDING SUPPORT GROUPS AND SELF HELP PROGRAMS TO THE COMMUNITIES IT SERVES;10. PROVIDING COMMUNITY-BASED CLINICAL SERVICES, INCLUDING WITHOUT LIMITATION, HEALTH SCREENINGS AND CLINICS FOR UNINSURED OR UNDERINSURED PERSONS TO THE COMMUNITIES IT SERVES;11. PROVIDING HEALTHCARE SUPPORT SERVICES, INCLUDING WITHOUT LIMITATION, INFORMATION AND REFERRAL TO COMMUNITY SERVICES, CASE MANAGEMENT OF UNDERINSURED AND UNINSURED PERSONS, TELEPHONE INFORMATION SERVICES AND ASSISTANCE TO ENROLL IN PUBLIC PROGRAMS, SUCH AS STATE CHILDREN'S HEALTH INSURANCE PROGRAM (SCHIP) AND MEDICAID TO THE COMMUNITIES IT SERVES;12. PROVIDING SUBSIDIZED HEALTH SERVICES AND CLINICAL PROGRAMS TO THE COMMUNITIES IT SERVES;13. PROVIDING CASH AND IN-KIND CONTRIBUTIONS TO NONPROFIT COMMUNITY HEALTHCARE ORGANIZATIONS IN THE COMMUNITIES IT SERVES; AND14. GENERALLY PROMOTING THE HEALTH, WELLNESS, AND WELFARE OF THE COMMUNITIES IT SERVES BY PROVIDING QUALITY HEALTHCARE SERVICES AT REASONABLE COST.PLEASE SEE THE NOVANT HEALTH COMMUNITY BENEFIT REPORT, LOCATED AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/.PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES. PART VI, LINE 6: PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEMTHE ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICE PROVIDERS. NOVANT HEALTH IS RANKED AS ONE OF OUR NATION'S TOP 20 INTEGRATED HEALTHCARE SYSTEMS - CARING FOR PATIENTS AND COMMUNITIES IN NORTH AND SOUTH CAROLINA. EACH HOSPITAL PROVIDES SUBSTANTIAL COMMUNITY BENEFIT TO THE COMMUNITY IT SERVES, AS REPORTED INDIVIDUALLY ON EACH HOSPITAL'S FORM 990, SCHEDULE H. THE COMMUNITY BENEFIT OF THE SYSTEM AS A WHOLE IS DOCUMENTED IN A SYSTEM-WIDE COMMUNITY BENEFIT REPORT, LOCATED AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/. PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES. IT SHOULD NOT BE RELIED UPON AS THE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT REPORT, ITS COMMUNITY HEALTH NEEDS ASSESSMENT OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY. THERE ARE SIGNIFICANT COMMUNITY BENEFIT ACTIVITIES WITHIN NOVANT HEALTH WHICH MAY NOT BE REPORTABLE ON A SCHEDULE H BECAUSE THEY ARE NOT CONDUCTED BY AN ENTITY WHICH OWNS OR OPERATES A HOSPITAL.IN ADDITION TO HOSPITALS, NOVANT HEALTH INCLUDES A PHYSICIAN ORGANIZATION WITH PRACTICES IN NORTH AND SOUTH CAROLINA, AND SIX HOSPITAL FOUNDATIONS WHICH SUPPORT AND ENHANCE THE ACTIVITIES IN THOSE HOSPITALS' COMMUNITIES. FURTHER, NOVANT HEALTH INCLUDES AMBULATORY SURGERY CENTERS, IMAGING CENTERS, REHABILITATION CENTERS, AND OTHER OUTPATIENT FACILITIES; ALL DEDICATED TO PROMOTING THE HEALTH OF THEIR RESPECTIVE COMMUNITIES. PART VI, LINE 7: STATE FILING OF COMMUNITY BENEFIT REPORT NOVANT HEALTH, INC. FILES A SYSTEM-WIDE COMMUNITY BENEFIT REPORT PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES WITH THE NORTH CAROLINA MEDICAL CARE COMMISSION AS PART OF THE DOCUMENTATION REQUIRED FOR THE ISSUANCE OF TAX EXEMPT BOND FINANCING. 1 BRIGHT BLESSINGS 1150 CREWS ROAD MATTHEWS NC 28105 352324487 501(C)(3) 17100 0 COMMUNITY OUTREACH CHRIST OUR SHEPHERD MINISTRIES INC 226 W JOHN STREET MATTHEWS NC 28105 561988077 501(C)(3) 15000 0 COMMUNITY OUTREACH COMMUNITY HEALTH SERVICES OF UNION COUNTY INC 1338 EAST SUNSET DR SUITE C MONROE NC 28112 460495947 501(C)(3) 15000 0 COMMUNITY OUTREACH COUNCIL ON AGING IN UNION COUNTY 1401 SKYWAY DR MONROE NC 28110 561081558 501(C)(3) 15000 0 COMMUNITY OUTREACH MATTHEWS ALIVE INC PO BOX 2578 MATTHEWS NC 28106 561906522 501(C)(3) 27000 0 COMMUNITY OUTREACH MATTHEWS ATHLETIC & RECREATION ASSOCIATION PO BOX 1023 MATTHEWS NC 28106 237033586 501(C)(3) 12500 0 COMMUNITY OUTREACH MATTHEWS CHAMBER OF COMMERCE PO BOX 601 MATTHEWS NC 28106 581404808 501(C)(6) 17955 0 COMMUNITY OUTREACH MATTHEWS FREE MEDICAL CLINIC 196 S TRADE STREET MATTHEWS NC 28105 510468874 501(C)(3) 49300 0 COMMUNITY OUTREACH MATTHEWS HELP CENTER PO BOX 91 MATTHEWS NC 28106 581408738 501(C)(3) 23000 0 COMMUNITY OUTREACH SENIOR ACTIVITIES & SERVICES INC 1050 DEVORE LANE MATTHEWS NC 28105 561303340 501(C)(3) 10000 0 COMMUNITY OUTREACH TOWN OF MATTHEWS 100 MCDOWELL STREET MATTHEWS NC 28105 566001283 GOVERNMENT 10500 0 COMMUNITY OUTREACH UNION COUNTY CHAMBER OF COMMERCE 903 SKYWAY DR MONROE NC 28111 560325566 501(C)(6) 11700 0 COMMUNITY OUTREACH UNION COUNTY COMMUNITY SHELTER 160 MEADOW ST MONROE NC 28110 582121860 501(C)(3) 19300 0 COMMUNITY OUTREACH UNION COUNTY PUBLIC EDUCATION FOUNDATION PO BOX 909 MONROE NC 28111 274620790 501(C)(3) 18000 0 COMMUNITY OUTREACH WINGATE UNIVERSITY PO BOX 159 WINGATE NC 28174 566049935 501(C)(3) 59000 0 COMMUNITY OUTREACH 14 1 MEDICATION FOR INDIGENT PATIENTS 41 14617 FMV MEDICATION FOR INDIGENT PATIENTS PATIENT TRANSPORTATION 1382 85678 FMV CAB FARES FOR INDIGENT PATIENTS ZOLL LIFE VEST 2 6400 FMV ZOLL LIFE VESTS FOR INDIGENT PATIENTS PART I, LINE 2: PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE FILING ORGANIZATION IS PART OF THE INTEGRATED HEALTHCARE SYSTEM OPERATED BY NOVANT HEALTH, INC. ("NOVANT HEALTH"), THE PARENT ORGANIZATION. NOVANT HEALTH'S BYLAWS AUTHORIZE IT TO ESTABLISH CERTAIN POLICIES FOR ALL OF ITS SUBSIDIARIES WITHIN THE SYSTEM. NOVANT HEALTH HAS ESTABLISHED A SYSTEM-WIDE CORPORATE POLICY WITH STANDARDIZED GUIDELINES THAT ARE TO BE USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE FILING ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS ARE MAINTAINED VIA THE GENERAL LEDGER. FUNDS ARE GENERALLY NOT TRACKED AFTER BEING GRANTED, AS THE ORIGINAL ELIGIBILITY AND SELECTION CRITERIA HAVE ALREADY BEEN MET. X X X X 1 1 0 1 0 0 0 0 0 0 0 FRED HARGETT EVP & CFO 0 1092939 0 843828 0 418897 0 18300 0 43552 0 2417516 0 7500 SAAD EHTISHAM SVP & PRES NHPMC&GCM / TRUSTEE 0 656459 0 379360 0 42255 0 121353 0 43600 0 1243027 0 0 SIDNEY FLETCHER MD FMR CMO (SEE SCHEDULE O) 0 535339 0 323364 0 160653 0 102992 0 48775 0 1171123 0 79238 JASON BERND PRESIDENT & COO 332447 0 192095 0 36093 0 18300 0 36316 2041 615251 2041 0 0 DAVID VOELLINGER MD TRUSTEE 0 450732 0 78567 0 21392 0 18300 0 37792 0 606783 0 0 KELLI SADLER FMR CNO (SEE SCHEDULE O) 0 307539 0 125680 0 36689 0 18300 0 25923 0 514131 0 0 SCOTTY CAMPBELL II CRNA II 355611 0 1610 0 5015 0 2944 0 37424 0 402604 0 0 0 ADAM KOKOSZKA SUPV CRNA 293771 0 1550 0 18972 0 14219 0 34862 0 363374 0 0 0 KIMBERLY CASE MD TRUSTEE 0 255065 0 24350 0 39858 0 16261 0 11206 0 346740 0 7500 DEBRA ALLENSPACH CRNA II 274415 0 11775 0 7473 0 11093 0 27280 0 332036 0 0 0 JOSHUA FESEL CRNA II 262354 0 1515 0 4569 0 14516 0 33830 0 316784 0 0 0 MELONIE MURRAY CRNA II 238451 0 11700 0 7828 0 13849 0 24564 0 296392 0 0 0 PART I, LINE 1A PART I, LINE A: FRINGE OR EXPENSE EXPLANATION FIRST-CLASS OR CHARTER TRAVEL: FIRST-CLASS OR CHARTER TRAVEL IS NOT A COVERED TRAVEL EXPENSE FOR EXECUTIVES; THEY ARE LIMITED TO BUSINESS OR COACH CLASS FARES FOR COMMERCIAL FLIGHTS. HOWEVER, CHARTER TRAVEL IS AVAILABLE TO CERTAIN EXECUTIVES, BOARD MEMBERS, AND APPROVED BUSINESS PERSONNEL MEETING APPLICABLE POLICY CRITERIA. TRAVEL FOR COMPANIONS: COMPANIONS ARE ALLOWED ON CERTAIN CHARTER FLIGHTS PAID FOR BY THE ORGANIZATION. IN THAT CASE, THE VALUE OF THE COMPANION'S FLIGHT IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. DISCRETIONARY SPENDING ACCOUNT: CERTAIN EXECUTIVES RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THE DOLLAR AMOUNT IN THE ACCOUNT IS PRE-APPROVED BY THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES.THE EXECUTIVE MAY DEFER THE AMOUNT TO A RETIREMENT ACCOUNT OR THE AMOUNT IS TREATED AS COMPENSATION AND IS SPREAD OUT OVER THE COURSE OF THE YEAR IN THE EXECUTIVE'S PAYCHECKS AS TAXABLE INCOME. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: WE PROVIDE TEMPORARY HOUSING ALLOWANCES IN CERTAIN EXECUTIVE RECRUITMENT AND RELOCATION PACKAGES. THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. PART I, LINE 3 PART I, LINE 3: THE FILING ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, AN INTEGRATED HEALTHCARE SYSTEM AND RELIES UPON NOVANT HEALTH, INC., THE PARENT ORGANIZATION, TO USE THE PROCESS DESCRIBED IN PART VI, LINE 15A/15B OF THIS RETURN TO ESTABLISH COMPENSATION FOR CERTAIN EXECUTIVES. THIS PROCESS ADHERES TO THE REQUIREMENTS SET FORTH TO SECURE THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT AND DISINTERESTED MEMBERS OF A COMPENSATION COMMITTEE, CONSULTATION WITH INDEPENDENT COMPENSATION CONSULTANTS, THE UTILIZATION OF THIRD-PARTY COMPARABILITY DATA SUCH AS PUBLISHED COMPENSATION SURVEYS, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. PART I, LINE 4B PART I, LINE 4A-C: SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SEVERANCE NONE NONQUALIFIED KIMBERLY CASE $11,365 SIDNEY FLETCHER $116,446 FRED HARGETT $11,892 EQUITY-BASED NONE PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") IS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES, AND TO OFFER COMPETITIVE TOTAL COMPENSATION. GENERALLY, ANNUAL CONTRIBUTIONS TO THE PLAN OR PAYMENTS TO PARTICIPANTS WILL BE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST OF THE PREVIOUS PLAN YEAR AND ARE REPORTED IN COLUMN (C) OF SCHEDULE J. PRIOR TO MAKING THE CONTRIBUTIONS OR PAYMENTS, THE NOVANT HEALTH COMPENSATION AND LEADERSHIP COMMITTEE ("COMMITTEE") WILL APPROVE THE AMOUNTS AS TO REASONABLENESS, WHEN COMBINED WITH ALL OTHER ANNUAL COMPENSATION. A 3 YEAR CLASS-YEAR VESTING PERIOD WILL APPLY UP TO AGE 62, WHEN ALL MONEY WOULD BE VESTED AND PAID OUT TO THE PARTICIPANT. OTHERWISE, VESTING WILL OCCUR ON JANUARY 1ST OF EACH YEAR FOR THE APPROPRIATE CLASS-YEAR VESTING PERIOD. THE COMMITTEE REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS. FORM 990, PI, L1: ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES PRESBYTERIAN MEDICAL CARE CORPORATION, DOING BUSINESS AS NOVANT HEALTH MATTHEWS MEDICAL CENTER ("NHMMC"), IS AN INTEGRAL PART OF THE NOVANT HEALTH SYSTEM (COLLECTIVELY KNOWN AS "NOVANT HEALTH"), A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICE PROVIDERS. THE NOVANT HEALTH NETWORK CONSISTS OF MORE THAN 1,800 PHYSICIANS AND OVER 35,000 TEAM MEMBERS THAT PROVIDE CARE AT NEARLY 800 LOCATIONS, INCLUDING 15 MEDICAL CENTERS AND HUNDREDS OF OUTPATIENT FACILITIES AND PHYSICIAN CLINICS. HEADQUARTERED IN WINSTON SALEM, NORTH CAROLINA, NOVANT HEALTH IS COMMITTED TO MAKING HEALTHCARE REMARKABLE FOR PATIENTS AND COMMUNITIES PROVIDING NEARLY SIX MILLION PATIENT VISITS ANNUALLY. IN 2022, THE NOVANT HEALTH SYSTEM REPORTED $7.6 BILLION IN REVENUES. GENERAL INFORMATION NOVANT HEALTH MATTHEWS MEDICAL CENTER IS A 157-BED HOSPITAL OFFERING A WIDE RANGE OF SERVICES IN CARDIOVASCULAR, SURGERY, MATERNITY, CANCER, HOSPICE AND PALLIATIVE CARE, OUTPATIENT AND HIGH-LEVEL DIAGNOSTIC CAPABILITIES. SINCE OPENING ITS DOORS IN 1994, NOVANT HEALTH MATTHEWS MEDICAL CENTER HAS PROVIDED QUALITY CARE TO THE COMMUNITIES OF EASTERN MECKLENBURG COUNTY AND ADJACENT UNION COUNTY IN NC. FROM A FULL RANGE OF HOSPITAL-BASED SERVICES TO COMMUNITY PROGRAMS EXTENDING FAR BEYOND OUR WALLS, NOVANT HEALTH MATTHEWS MEDICAL CENTER CONTINUALLY PURSUES ITS MISSION OF IMPROVING THE HEALTH OF OUR COMMUNITIES, ONE PERSON AT A TIME. NOVANT HEALTH MATTHEWS MEDICAL CENTER ALSO BELIEVES IN MAKING A COMMITMENT TO COMMUNITY OUTREACH AND SERVICE. THIS COMMITMENT MEANS THE CONTINUOUS CREATION OF PROGRAMS DEDICATED TO HELPING PATIENTS, NEIGHBORS AND SOME OF THE COMMUNITIES' MOST VULNERABLE CITIZENS. THESE PROGRAMS INCLUDE COMMUNITY HEALTH EDUCATION; MEDICAL SERVICES THAT LOSE MONEY BUT ARE IMPORTANT FOR THE COMMUNITY; SUPPORT GROUPS AND PARTNERSHIP WITH OTHER ORGANIZATIONS TO PROVIDE OUTREACH SERVICES; COMMUNITY EVENTS AND SCREENINGS; PARTICIPATION IN MEDICAL RESEARCH; AND ACADEMIC HEALTH PROGRAMS. BY BRINGING TOGETHER WORLD-CLASS TECHNOLOGY AND CLINICIANS TO PROVIDE QUALITY CARE, WE ARE COMMITTED TO CREATING A HEALTHCARE EXPERIENCE THAT IS SIMPLER, MORE CONVENIENT AND MORE AFFORDABLE SO PATIENTS CAN FOCUS ON GETTING BETTER AND STAYING HEALTHY. IN ADDITION TO OUR QUALITY OF SERVICES AND COMPREHENSIVE CATEGORIES OF SERVICES, WE ARE VERY PROUD OF OUR PATIENT FINANCIAL ASSISTANCE PROGRAM. WE WORK WITH PATIENTS TO HELP QUALIFY THEM FOR PUBLIC ASSISTANCE, ESTABLISH A REASONABLE PAYMENT PLAN, DISCOUNT THEIR BILL, OR PROVIDE FREE CARE FOR THOSE THAT QUALIFY FOR FINANCIAL ASSISTANCE. COMMUNITY OUTREACH COMMUNITY OUTREACH IS A CRITICAL COMPONENT TO THE MISSION OF NOVANT HEALTH MATTHEWS MEDICAL CENTER. NOVANT HEALTH PROVIDES HUNDREDS OF PROGRAMS THAT SERVE PATIENTS, NEIGHBORS AND SOME OF OUR COMMUNITIES' MOST VULNERABLE CITIZENS. WE ALSO PROVIDE CHARITY MEDICAL CARE FOR THE UNINSURED, SERVICES TO INDIVIDUALS WITH MEDICAID COVERAGE REIMBURSED AT LESS THAN COST, COMMUNITY HEALTH EDUCATION, MEDICAL SERVICES THAT LOSE MONEY BUT ARE IMPORTANT FOR THE COMMUNITY, SUPPORT GROUPS, OUTREACH SERVICES, COMMUNITY EVENTS AND SCREENINGS. IN ADDITION, WE PARTICIPATE IN MEDICAL RESEARCH, ACADEMIC HEALTH PROGRAMS AND PARTNERSHIPS WITH A DIVERSE GROUP OF ORGANIZATIONS TO PROVIDE OTHER COMMUNITY INITIATIVES. NOVANT HEALTH MATTHEWS MEDICAL CENTER SUPPORTED THE COMMUNITY IN 2022 THROUGH RESOURCES, SCREENINGS/CLINICS, HEALTH EDUCATION INITIATIVES AND CLASSES, SUPPORT GROUPS, AND MORE. RESOURCES INCLUDED MYCOMMUNITY ACCESS AND PRINTED RESOURCE CARDS FOR ANYONE TO SEARCH FOR LOCAL FREE AND REDUCED COST SERVICES. THE HOSPITAL PROVIDED SCREENINGS AND CLINICS FOR BLOOD PRESSURE AND BODY FAT MEASUREMENTS. HEALTH EDUCATION INCLUDED SIBLING PREPARATION, FINANCIAL CHECKLIST FOR NEW PARENTS, CPR TRAINING, AND SENIOR HEALTH EDUCATION PROGRAMMING. SUPPORT GROUPS ESTABLISHED WERE FOR DIABETES SUPPORT, INJURY SUPPORT, AND PARKINSON'S SUPPORT. NUTRITION, EXERCISE & WELLNESS INITIATIVES INCLUDED PARKINSON'S EXERCISE CLASS, WEIGHT MANAGEMENT PROGRAMMING, AND OBESITY WELLNESS COACHING. NOVANT HEALTH IS COMMITTED TO SUPPORTING THE COMMUNITIES IT SERVES THROUGH CHARITABLE CONTRIBUTIONS TO COMMUNITY-BASED PROGRAMS THAT IMPROVE HEALTH EQUITY AND UPWARD MOBILITY FOR THOSE WHO NEED IT MOST. TOWARD THAT GOAL, WE INVEST IN COMMUNITY-BASED PROGRAMS THAT ALIGN WITH OUR TWO INVESTMENT PRIORITIES OF DEVELOPING HEALTHY COMMUNITIES AND EXPANDING OPPORTUNITIES FOR EDUCATION. NEW TECHNOLOGY & SERVICES NOVANT HEALTH MATTHEWS MEDICAL CENTER BROKE GROUND JUNE 8 ON A FOUR-STORY, 150,000-SQUARE-FOOT TOWER AND 50,000-SQUARE-FOOT RENOVATION PROJECT. LOCATED ON THE SOUTH SIDE OF THE HOSPITAL CAMPUS, THE NEW TOWER WILL HOUSE 20 NEW PATIENT BEDS ALONG WITH SURGICAL SERVICES TO INCLUDE SEVEN OPERATING ROOMS, THREE ENDOSCOPY SUITES, A POST-ANESTHESIA CARE UNIT AND AN AMBULATORY CARE UNIT. THERE WILL ALSO BE THREE CARDIAC SUITES. THE HOSPITAL HAS 157 LICENSED BEDS. IT WILL BECOME A 174-BED HOSPITAL WITH THIS $169 MILLION EXPANSION. THE FIRST CLINICAL SPACE IN THE NEW TOWER IS SCHEDULED TO OPEN SUMMER 2024. THE ANTICIPATED COMPLETION DATE FOR THE ENTIRE PROJECT IS SUMMER 2025. ADVANCED ENDOSCOPY PROGRAM WAS ACTIVATED THROUGH THE ADDITION OF ENDOSCOPIC ULTRASOUND COUPLED WITH THE ADDITION OF A FELLOWSHIP-TRAINED GASTROENTEROLOGIST TO LEAD THE INITIATIVE. TELEHEALTH SERVICES EXPANDED TO INCLUDE TELE-STROKE, TELE-NEURO, TELE-PSYCH, TELE-ICU, AND TELE-HOSPITALIST SERVICES. THE EXPANSION ENSURES ACCESS TO SPECIALTY CARE 24/7. SURGICAL ROBOTICS PROGRAM BROADENED THROUGH THE ADDITION OF CORI ROBOT FOR ORTHOPEDIC SURGERY TO COMPLIMENT THE ROBUST PROGRAM ALREADY ESTABLISHED WITH TWO DAVINCI SURGICAL ROBOTS. AWARDS, RECOGNITIONS & CERTIFICATIONS/RECERTIFICATIONS TOP GENERAL HOSPITAL THE LEAPFROG GROUP (2019) GOLD PLUS RATED HOSPITAL AMERICAN HEART ASSOCIATION (2020, 2021, 2022) "B" RATED HOSPITAL FOR SAFETY THE LEAPFROG GROUP (2022) ONE OF AMERICA'S 100 BEST HOSPITALS FOR PULMONARY CARE HEALTHGRADES (2019, 2020, 2021, 2022) ONE OF AMERICA'S 250 BEST HOSPITALS AWARD HEALTHGRADES (2019, 2020, 2021, 2022) PATIENT SAFETY EXCELLENCE AWARD HEALTHGRADES (2022) CRITICAL CARE EXCELLENCE AWARD HEALTHGRADES (2019, 2020, 2021, 2022) STROKE CARE EXCELLENCE AWARD HEALTHGRADES (2019, 2020) PRIMARY STROKE CENTER CERTIFICATION THE JOINT COMMISSION "BABY-FRIENDLY" DESIGNATED HOSPITAL THE WORLD HEALTH ORGANIZATION AND THE UNITED NATIONS CHILDREN'S FUND 5-STAR-RATED HOSPITAL FOR "BREASTFEEDING FRIENDLINESS" NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES LEADER IN LGBTQ HEALTHCARE EQUALITY HUMAN RIGHTS CAMPAIGN (2017, 2018, 2019, 2020, 2022) STAR PROGRAM CERTIFICATION ONCOLOGY REHAB PARTNERS MAGNET RECOGNITION PROGRAM DESIGNATED HOSPITAL THE AMERICAN NURSES CREDENTIALING CENTER ACCREDITATION NOVANT HEALTH MATTHEWS MEDICAL CENTER HAS BEEN FULLY ACCREDITED BY THE JOINT COMMISSION, AN INDEPENDENT ORGANIZATION THAT EVALUATES A HEALTHCARE ORGANIZATION'S PERFORMANCE IN AREAS THAT MOST AFFECT PATIENT HEALTH AND SAFETY. IN ADDITION, WE HAVE EARNED SOME OF THE NATION'S TOP HONORS IN QUALITY CARE, INCLUDING MAGNET RECOGNITION AND PRIMARY STROKE CENTER CERTIFICATION. NOVANT HEALTH MATTHEWS MEDICAL CENTER ALSO EARNED RE-ACCREDITATION BY THE NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS IN 2020. THE PROGRAM ADMINISTERED BY THE AMERICAN COLLEGE OF SURGEONS IS ONLY GIVEN TO THOSE CENTERS THAT ARE COMMITTED TO PROVIDING THE HIGHEST LEVEL OF QUALITY BREAST CANCER CARE. OTHER AWARDS, ACCREDITATIONS AND CERTIFICATIONS INCLUDE: - AMERICAN ASSOCIATION OF BLOOD BANKS - AMERICAN COLLEGE OF RADIOLOGY - AMERICAN COLLEGE OF RADIOLOGY: MAMMOGRAPHY - AMERICAN COLLEGE OF RADIOLOGY: RADIATION ONCOLOGY - AMERICAN COLLEGE OF RADIOLOGY: CT - AMERICAN COLLEGE OF RADIOLOGY: BREAST US - AMERICAN COLLEGE OF RADIOLOGY: BREAST MRI - AMERICAN COLLEGE OF RADIOLOGY: NUCLEAR MEDICINE - AMERICAN COLLEGE OF RADIOLOGY: STEREO BREAST BIOPSY - AMERICAN COLLEGE OF RADIOLOGY: MRI - AMERICAN COLLEGE OF RADIOLOGY: ULTRASOUND - AMERICAN NURSES CREDENTIALING CENTER - NURSE RESIDENCY PROGRAM - COLLEGE OF AMERICAN PATHOLOGY - INTERSOCIETAL ACCREDITATION COMMISSION ECHOCARDIOGRAPHY LABORATORIES - NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS - NATIONAL ASSOCIATION EPILEPSY CENTERS - NH CANCER FORM 990, PI, L1: CONTINUED COMMUNITY BENEFIT REPORT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/ THE COMMUNITY BENEFIT REPORT, REFERRED TO AS A COMMUNITY IMPACT REPORT, PREPARED BY NOVANT HEALTH IS A SYSTEM-WIDE REPORT THAT INCLUDES QUALITATIVE AND QUANTITATIVE INFORMATION. PLEASE NOTE THAT THE NUMERIC DATA IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES. IT SHOULD NOT BE RELIED UPON AS THE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT REPORT, ITS COMMUNITY HEALTH NEEDS ASSESSMENT OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY. IN THIS REPORT, THE NOVANT HEALTH SYSTEM'S COMMUNITY BENEFIT WAS APPROXIMATELY $1,566,000,000, INCLUDING $213,000,000 IN FINANCIAL ASSISTANCE FOR 2022. FORM 990, PART III, LINE 1: MISSION, VISION, AND VALUES MISSION NOVANT HEALTH EXISTS TO IMPROVE THE HEALTH OF OUR COMMUNITIES, ONE PERSON AT A TIME. VISION WE, THE NOVANT HEALTH TEAM, WILL DELIVER THE MOST REMARKABLE PATIENT EXPERIENCE, IN EVERY DIMENSION, EVERY TIME. VALUES -COMPASSION: WE TREAT OUR CUSTOMERS AND THEIR FAMILIES, STAFF AND OTHER HEALTHCARE PROVIDERS AS FAMILY MEMBERS WITH KINDNESS, PATIENCE, EMPATHY AND RESPECT. -DIVERSITY AND INCLUSION: WE RECOGNIZE THAT EVERY PERSON IS DIFFERENT, EACH SHAPED BY UNIQUE LIFE EXPERIENCES. THIS ENABLES US TO BETTER UNDERSTAND EACH OTHER AND OUR CUSTOMERS. BY ENGAGING THE STRENGTHS AND TALENTS OF EACH TEAM MEMBER, WE ENSURE A STRONG ORGANIZATION CAPABLE OF PROVIDING REMARKABLE HEALTHCARE TO OUR PATIENTS, FAMILIES AND COMMUNITIES. -PERSONAL EXCELLENCE: WE STRIVE TO GROW PERSONALLY AND PROFESSIONALLY AND APPROACH EACH SERVICE OPPORTUNITY WITH A POSITIVE, FLEXIBLE ATTITUDE. HONESTY AND PERSONAL INTEGRITY GUIDE ALL WE DO. -TEAMWORK: THE NEEDS AND EXPECTATIONS OF ANY ONE CUSTOMER ARE GREATER THAN WHAT ONE PERSON'S SERVICE EFFORTS CAN SATISFY. WE SUPPORT EACH OTHER SO THAT TOGETHER AS A TEAM, WE CAN BE SUCCESSFUL IN THE EYE OF THE CUSTOMER AS A QUALITY SERVICE PROVIDER. -COURAGE: WE ACT BOLDLY IN MAKING THE CHANGES NECESSARY TO ACHIEVE OUR MISSION, VISION AND PROMISE OF DELIVERING REMARKABLE HEALTHCARE. -SAFETY: WE EMBRACE A CULTURE IN WHICH "FIRST, DO NO HARM" IS THE FOUNDATION OF REMARKABLE HEALTHCARE. OUR WORK ENVIRONMENT IS ONE OF OPEN COMMUNICATION, HIGH-RELIABILITY, AND A RELENTLESS QUEST TOWARD ZERO EVENTS OF PREVENTABLE HARM. OUR PEOPLE WE ARE AN INCLUSIVE TEAM OF PURPOSE-DRIVEN PEOPLE INSPIRED AND UNITED BY OUR PASSION TO CARE FOR EACH OTHER, OUR PATIENTS AND OUR COMMUNITIES. WE ALWAYS REMEMBER, OUR BUSINESS IS THE CARE OF ALL PEOPLE, STARTING WITH OUR TEAM MEMBERS. OUR PROMISE WE ARE RELENTLESSLY PURSUING REMARKABLE CARE EVERY DAY - SO YOU CAN EXPECT THE COMPASSIONATE, EXPERT, PERSONAL EXPERIENCE YOU DESERVE. FORM 990, PART VI, SECTION A, LINE 6 FORM 990, PART VI, SECTION A, LINE 6: CLASSES OF MEMBERS OR STOCKHOLDERS THE CORPORATION IS A NONPROFIT CORPORATION WITH MEMBERS (OR A MEMBER). NOVANT HEALTH, INC. IS THE SOLE MEMBER OF NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC AND NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC IS THE SOLE MEMBER OF PRESBYTERIAN MEDICAL CARE CORPORATION. THE CORPORATE POWERS OF PRESBYTERIAN MEDICAL CARE CORPORATION AND THE AUTHORITY OF ITS TRUSTEES AND OFFICERS IS SUBJECT TO THE CONTROL OF NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC AND ITS SOLE MEMBER NOVANT HEALTH, INC TO THE EXTENT SUCH CONTROL IS SPECIFICALLY DESIGNATED IN THE ARTICLES OF INCORPORATION AND BYLAWS OF NOVANT HEALTH, INC AND IN THE ARTICLES OF ORGANIZATION AND OPERATING AGREEMENT OF NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC. FORM 990, PART VI, SECTION A, LINE 7A FORM 990, PART VI, SECTION A, LINE 7A: ELECTION OF MEMBERS AND THEIR RIGHTS THE BOARD MEMBERS OF THE GOVERNING BODY OF PRESBYTERIAN MEDICAL CARE CORP. ARE THE SAME AS THOSE OF THE NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC; THE BOARD IS APPOINTED BY NOVANT HEALTH, INC. FORM 990, PART VI, SECTION A, LINE 7B FORM 990, PART VI, SECTION A, LINE 7B: DECISIONS SUBJECT TO APPROVAL OF MEMBERS THE BOARD OF NOVANT HEALTH, INC. APPROVES CHANGES MADE TO THE PRESBYTERIAN MEDICAL CARE CORPORATION BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990, PART VI, SECTION B, LINE 11: ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE BOARD HAS DELEGATED REVIEW OF THE FORM 990 TO NOVANT HEALTH'S BOARD OF TRUSTEES' AUDIT AND COMPLIANCE COMMITTEE ("THE COMMITTEE"), WHICH OVERSEES TAX MATTERS FOR ENTITIES IN THE NOVANT HEALTH SYSTEM. THE COMMITTEE IS THE REVIEW BODY FOR ALL OF THE FORM 990S FILED FOR ORGANIZATIONS WITHIN THE NOVANT HEALTH SYSTEM. THE COMMITTEE MEETS BEFORE THE FORM 990S ARE FILED WITH THE IRS AND AFTER ALL BOARD MEMBERS HAVE BEEN PROVIDED A PAPER OR ELECTRONIC COPY OF THE FORM 990 AND A SUMMARY OF ITS CONTENTS. THE VICE PRESIDENT OF TAX AND LEGAL COUNSEL FOR NOVANT HEALTH ATTEND THE MEETING TO ANSWER ANY QUESTIONS AND ADDRESS ANY SIGNIFICANT DISCLOSURES WITHIN THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, SECTION B, LINE 12C: MONITORING AND ENFORCEMENT OF COI THE ORGANIZATION'S TRUSTEE CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, PRINCIPAL OFFICERS OR MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS INCLUDING ANY APPLICABLE DISREGARDED ENTITIES. ALL TRUSTEES ARE SENT AN ANNUAL DISCLOSURE QUESTIONNAIRE. THE TRUSTEE ANNUAL DISCLOSURE QUESTIONNAIRES ARE REVIEWED BY THE COMPLIANCE DEPARTMENT. WITH RESPECT TO PARTICULAR TRANSACTIONS THAT COME BEFORE THE BOARD, THE CONFLICT OF INTEREST POLICY WOULD BE FOLLOWED. THE POTENTIAL CONFLICT OF INTEREST WOULD BE DISCLOSED BY THE BOARD MEMBER BEFORE A VOTE ON THE TRANSACTION AND THE REST OF THE BOARD WOULD DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF THE REST OF THE BOARD DETERMINED THAT A CONFLICT OF INTEREST EXISTED THEN THE BOARD MEMBER WITH THE CONFLICT OF INTEREST WOULD NOT PARTICIPATE IN THE DELIBERATIONS AND VOTE. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A/15B: THE FILING ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, AN INTEGRATED HEALTHCARE SYSTEM COLLECTIVELY REFERRED TO AS "NOVANT HEALTH." NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION AND INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH, INC. BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS OF COMPENSATION AND BENEFITS FOR CERTAIN LEADERS AND EXECUTIVES ("EXECUTIVES") SERVING AS OFFICERS, INCLUDING THE TOP MANAGEMENT OFFICIAL, OR KEY EMPLOYEES FOR NOVANT HEALTH ENTITIES. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT AND USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS TO ENSURE THAT TOTAL COMPENSATION AND BENEFITS FOR EACH EXECUTIVE IS REASONABLE FOR THAT EXECUTIVE'S POSITION. THE COMMITTEE REVIEWS AND APPROVES EXECUTIVE COMPENSATION AND BENEFITS ANNUALLY, CONSISTENT WITH THE WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY OF NOVANT HEALTH, AND IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THEREBY ASSURING THAT TOTAL COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE IS REASONABLE. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS DISCLOSURE THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAINING ALL ORGANIZATIONS IN THE NOVANT HEALTH SYSTEM ARE POSTED TO THE NOVANT HEALTH WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART VII, SECTION B: INDEPENDENT CONTRACTORS THE FILING ENTITY IS PART OF THE NOT-FOR-PROFIT INTEGRATED HEALTHCARE SYSTEM KNOWN AS NOVANT HEALTH. NOVANT HEALTH, INC., THE PARENT ORGANIZATION, IS RESPONSIBLE FOR CERTAIN CORPORATE SUPPORT FUNCTIONS INCLUDING ACCOUNTS PAYABLE AND ISSUES FORMS 1099 FOR CERTAIN ENTITIES IN THE SYSTEM INCLUDING THE FILING ENTITY. INFORMATION REPORTED IN PART VII, SECTION B REPRESENTS THE EXPENSES PAID ON BEHALF OF THE FILING ENTITY TO INDEPENDENT CONTRACTORS OVER $100,000. FORM 990, PART VII, SECTION A, LINE 1A UPON INTERNAL ANALYSIS, WE HAVE DETERMINED TWO INDIVIDUALS THAT SHOULD NOT HAVE BEEN REPORTED AS KEY EMPLOYEES ON PRIOR FORMS 990, THUS THEY ARE NOW DISCLOSED AS FORMER KEY EMPLOYEES. FORM 990, PART IX, LINE 11G OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 4,611,180. MANAGEMENT AND GENERAL EXPENSES 234,038. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,845,218. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 4,130,519. MANAGEMENT AND GENERAL EXPENSES 458,947. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,589,466. COLLECTION SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 207,282. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 207,282. CREDENTIALING FEES: PROGRAM SERVICE EXPENSES 8,265. MANAGEMENT AND GENERAL EXPENSES 435. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,700. RECRUITMENT: PROGRAM SERVICE EXPENSES 11,578. MANAGEMENT AND GENERAL EXPENSES 609. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,187. PROFESSIONAL PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 9,885,297. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,885,297. FOOD SERVICE: PROGRAM SERVICE EXPENSES 3,668,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,668,403. FORM 990, PART IX, LINE 6: COMPENSATION OF DISQUALIFIED PERSONS THE AMOUNTS REPORTED HERE INCLUDE AMOUNTS ATTRIBUTABLE TO DISQUALIFIED PERSONS (DQP) AS DEFINED IN THE INSTRUCTIONS, BUT NOW ALSO INCLUDES AMOUNTS ATTRIBUTABLE TO INDIVIDUALS THAT MAY NOT DEFINITIVELY BE CONSIDERED DQPS UNDER THE 4958 RULES. WE HAVE OPTED TO TAKE A MORE EXPANSIVE APPROACH AS TO WHO MAY BE CONSIDERED A DQP AND REPORT THEM HERE AS WELL. FORM 990, PART XI, LINE 9: PARTNERSHIPS -141,391. 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