2024-05-02T07:39:48-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-07-01 582063920 BLUE RIDGE HEALTHCARE FOUNDATION INC BLUE 8285805000 2201 SOUTH STERLING STREET MORGANTON NC 28655 PATRICIA A MOLL CHIEF FINANCIAL OFFICER 8285805000 2024-04-25 1 PATRICIA MOLL 999009999 0 JOHN NORMAN P01506766 7049985200 2024-04-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHY BAILEY 2201 SOUTH STERLING STREET MORGANTON NC 28655 1222321 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. 13 10 0 12 0 0 519027 1019427 0 0 32023 126713 32304 -122266 583354 1023874 0 808334 0 0 0 0 0 0 0 245148 15555 245148 823889 338206 199985 4110015 4324860 327012 170760 3783003 4154100 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 823889 808334 BRHC FOUNDATION HOLDS FUNDRAISERS TO FUND VARIOUS PROGRAMS THAT BENEFIT PATIENTS, BRHC EMPLOYEE EMERGENCY FUNDS, HEALTHCARE RELATED COMMUNITY PROJECTS AND GENERAL UNRESTRICTED SUPPORT. 823889 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 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 13 10 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 PATRICIA AMOAKO MD BOARD MEMBER 1.00 50.00 X X 0 306034 31091 CATHERINE BELL BOARD MEMBER 1.00 X 0 0 0 THOMAS O BLACKWELL BOARD MEMBER 1.00 X 0 0 0 GREG BUNNER BOARD MEMBER 1.00 X 0 0 0 KELLY MESSENHEIMER BOARD MEMBER 1.00 X 0 0 0 AMBER BERNARD GANTT BOARD MEMBER 1.00 X 0 0 0 DR DUSTIN HOUSER DC BOARD MEMBER 1.00 X 0 0 0 ELIZABETH THOMAS BOARD MEMBER 1.00 X 0 0 0 MARY KATHERINE MULL BOARD MEMBER 1.00 X 0 0 0 TRAVIS MULL BOARD MEMBER 1.00 X 0 0 0 ED PICKERT BOARD MEMBER 1.00 X 0 0 0 MARK ROSTAN BOARD MEMBER 1.00 X 0 0 0 KATHY BAILEY PRESIDENT / CEO 1.00 50.00 X 0 965485 13957 PATRICIA MOLL CFO 1.00 50.00 X 0 387359 43409 TRACI RIEBEL EXECUTIVE DIRECTOR 50.00 0.00 X 0 96929 15710 0 1755807 104167 0 0 1 0 0 396584 622843 70845 1019427 105717 105717 20996 0 20996 20996 20996 76181 396584 198447 -122266 -122266 1023874 0 0 4447 808334 808334 MISCELLANEOUS 15555 15555 823889 823889 0 0 1000 1000 291262 368927 0 38300 38300 38300 917199 990775 169024 182734 2693230 2743124 4110015 4324860 43551 50225 282707 120535 754 0 327012 170760 X 1230264 1377874 2552739 2776226 3783003 4154100 4110015 4324860 X 199985 105057 66055 X X 0 1 X 1 0 X 953429 613395 605409 581456 1019427 3773116 953429 613395 605409 581456 1019427 3773116 1273776 2499340 81420 91900 168001 23502 105717 470540 4243656 0.58900 0.63210 X SCHEDULE A, PART II THE SUPPORT TEST INCLUDES A SHORT YEAR BEGINNING JANUARY 1, 2022 AND ENDING JUNE 30, 2022. THE YEARS FOR COLUMNS (A) THROUGH (E) ARE AS FOLLOWS: COLUMN (A) - 12/31/19 COLUMN (B) - 12/31/20 COLUMN (C) - 12/31/21 COLUMN (D) - 6/30/22 (SHORT YEAR) COLUMN (E) - 6/30/23 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1641624 138859 2138 1778345 1948154 -289827 16703 1641624 1767614 199144 18604 1948154 1598096 171525 2007 1767614 1235704 132502 231334 1447 1598096 0.49170 0.50830 0 0 38300 38300 38300 MARKETABLE SECURITIES 2743124 F 2743124 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 30,2023 OR JUNE 30, 2022. FALL GALAS 301432 282937 18495 70845 2175 22630 2344 36144 BLUE RIDGE INVITATIONALS - GOLF 80975 24089 56886 9050 15436 4000 1087 415 3 90358 89558 800 800 24333 2237 6951 472765 396584 76181 9850 86281 30508 25954 2344 43510 198447 -122266 1 BURKE HEALTH NETWORK A CARING SOLUTION 617 S GREEN ST SUITE 300 MORGANTON NC 28655 814109704 501(C)(3) 267421 0 GENERAL SUPPORT BLUE RIDGE HEALTHCARE HOSPITALS INC 2201 S STERLING STREET MORGANTON NC 28655 560529976 501(C)(3) 432803 0 GENERAL SUPPORT BLUE RIDGE HEALTHCARE MEDICAL GROUP 2201 S STERLING STREET MORGANTON NC 28655 020777195 501(C)(3) 107907 0 GENERAL SUPPORT 3 PART I, LINE 2: BLUE RIDGE HEALTHCARE FOUNDATION GRANTS ASSISTANCE TO APPROVED PROGRAMS. X 1 1 X X 0 1 0 0 0 1 1 0 0 KATHY BAILEY PRESIDENT / CEO 0 600355 0 362492 0 2638 0 3664 0 10293 0 979442 0 0 PATRICIA MOLL CFO 0 245224 0 129512 0 12623 0 7940 0 35469 0 430768 0 0 PATRICIA AMOAKO MD BOARD MEMBER 0 305536 0 0 0 498 0 8634 0 22457 0 337125 0 0 PART I, LINE 1A ALL BENEFITS PROVIDED TO OFFICERS FACILITATE BUSINESS RELATIONSHIPS. BRHC PAID THE CLUB DUES FOR KATHY BAILEY. PART I, LINE 3 IN 2021, THE ORGANIZATION TERMINATED THE MANAGEMENT SERVICES CONTRACT WITH ATRIUM HEALTH (FORMERLY CAROLINAS HEALTHCARE SYSTEM) AND ENTERED INTO A MANAGEMENT SERVICES CONTRACT WITH UNC HEALTH. THE ORGANIZATION COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION PACKAGE. PART I, LINE 4B DURING THE YEAR, THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SECTION 457(F) PLAN: PATRICIA MOLL $ 11,792 PART I, LINE 6 BONUSES ARE PAID IF THE ORGANIZATION'S RESULTS MEET CERTAIN PERFORMANCE INDICATORS. X DONATED NONCASH PRIZES FOR SPECIAL EVENTS 411 70845 0 1 0 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 2023. 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. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED FROM RESTRICTIONS 66,055. 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