2024-08-08T19:46:10-05:00 2023-09-30 440160260 FORVIS MAZARS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-10-01 581828201 SCOTLAND MEMORIAL FOUNDATION INC SCOT 9102917920 500 LAUCHWOOD DRIVE LAURINBURG NC 28352 LUCIEN ST ONGE CFO 9102917920 2024-08-08 1 1 AMY BIBBY P00445891 8282542254 2024-08-08 2022 2024-08-08 14:25:15Z LUCIEN ST ONGE 500 LAUCHWOOD DRIVE LAURINBURG NC 28352 1316830 0 X WWW.SCOTLANDHEALTH.ORG X 1987 NC TO CONDUCT FUNDRAISING ACTIVITIES FOR SCOTLAND HEALTH CARE SYSTEM. 25 23 0 0 0 0 761061 923134 0 0 369773 366446 -26352 -219189 1104482 1070391 828548 1135687 0 0 0 0 0 0 0 15296 12543 843844 1148230 260638 -77839 7508865 7190849 22273 1243 7486592 7189606 X TO PROVIDE RESOURCES TO SUPPORT THE FINEST IN HEALTHCARE SERVICES WITHIN THE SCOTLAND HEALTH CARE SYSTEM, INNOVATIVE AND HIGH QUALITY COMMUNITY HEALTH PROJECTS AND HEALTH EDUCATION. 0 0 1135687 1135687 THE FOUNDATION RAISES FUNDS PRIMARILY THROUGH ANNUAL EVENTS, CAPITAL AND MAJOR GIFT CAMPAIGNS, ANNUAL RESTRICTED AND UNRESTRICTED GIVING AND PLANNED GIVING. DONORS HAVE DEMONSTRATED A COMMITMENT TO THE FOUNDATION AND SHCS BY FUNDING NUMEROUS HEALTH-RELATED PROGRAMS AND SERVICES THROUGHOUT THE COMMUNITIES IN THE SHCS SERVICE AREA. THESE FINANCIAL COMMITMENTS REMAIN ESSENTIAL DUE TO THE CONTINUED ECONOMIC CHALLENGES OF THE ENTIRE REGION.SCOTLAND MEMORIAL FOUNDATION (SMF) HAS RECEIVED EXTERNAL GRANTS FROM ORGANIZATIONS SUCH AS CANNON FOUNDATION, DUKE ENDOWMENT, AND GOLDEN LEAF FOUNDATION. SMF WILL WORK WITH THE NEWLY HIRED GRANTS MANAGER TO IDENTIFY POTENTIAL OPPORTUNITIES FOR THE FOUNDATION AND THE HEALTH CARE SYSTEM.SMF PROVIDES SUPPORT TO DEPARTMENTS THROUGHOUT THE HOSPITAL AND HEALTH CARE SYSTEM INCLUDING, BUT NOT LIMITED TO, THE CANCER CENTER, WOUND HEALING CENTER, CARDIOPULMONARY REHABILITATION, CARDIOVASCULAR CENTER, EMERGENCY CENTER, WOMEN'S CENTER, AND NURSERY. THIS SUPPORT PROVIDES OPPORTUNITIES FOR COMMUNITY-BASED HEALTH AND WELLNESS PROGRAMS, INDIGENT PATIENTS, MINOR EQUIPMENT PROCUREMENT AND EDUCATIONAL SUPPLIES AND PROGRAMS FOR PATIENTS AND TEAMMATES.FOUNDATION FUNDING SUBSIDIZES COMMUNITY HEALTH SCREENINGS, BOTH IN THE HOSPITAL AND THROUGH MOBILE UNITS. SCREENINGS MAY INCLUDE CHOLESTEROL, BLOOD PRESSURE, BODY FAT, PROSTATE, AND MAMMOGRAMS.COMMUNITY HEALTH EDUCATION ACTIVITIES INCLUDE MEN'S AND WOMEN'S HEALTH EVENTS, DIABETES EDUCATION FAIR, PREGNANCY FAIR AND OTHER FAITH-BASED WELLNESS ACTIVITIES. PERTINENT HEALTH ISSUES ARE ADDRESSED WITH MOTIVATIONAL SPEAKERS, EDUCATIONAL SESSIONS AND OTHER LEARNING TOOLS. THE FOUNDATION ALSO SPONSORS SEVERAL COMMUNITY SUPPORT GROUPS FOR CANCER AND OTHER CHRONIC ISSUES, SUPPORTING EMOTIONAL AND MENTAL WELLNESS THROUGH THE COMMUNITIES. SCHOLARSHIPS ARE PROVIDED FOR HIGH SCHOOL STUDENTS ENTERING HEALTH CARE RELATED FIELDS OF STUDY AS WELL AS HIGHER EDUCATION SCHOLARSHIPS FOR STUDENTS ALREADY ENROLLED IN HEALTH CARE STUDIES. THESE SCHOLARSHIPS ARE BASED UPON MERIT, NEED AND COMMUNITY INVOLVEMENT. THESE SCHOLARSHIPS ARE PROVIDED WITH A DESIRE FOR STUDENTS TO RETURN TO THE COMMUNITY AS HEALTH CARE PROFESSIONALS ONCE THEIR STUDIES ARE COMPLETE.SMF ALO EXPLORES OPPORTUNITIES TO SUPPORT LOCAL COMMUNITY ORGANIZATIONS WHOSE NEEDS MEET THE FOUNDATION'S MISSION. SOME EXAMPLES INCLUDE ST. ANDREWS UNIVERSITY NURSING PROGRAM, SCOTLAND COUNTY PARKS AND RECREATION FOR A FIXED OUTDOOR EXERCISE PARK, AND UNCP HEALTH SCIENCE SCHOLARSHIP PROGRAM. THE FOUNDATION VOLUNTEER BOARD OF TRUSTEES PARTICIPATE IN MULTIPLE COMMUNITY FUNDRAISING ACTIVITIES, SERVE ON COMMITTEES TO PLAN FOR INCREASED SERVICES, AND RECRUIT COMMUNITY MEMBERS FOR CONSIDERATION OF ESTATE/PLANNED GIVING. DURING THE YEAR, EVENTS ARE HELD TO SUPPORT COMMUNITY HEALTH AND WELLNESS PROGRAMS INCLUDING THE FUND RUN AND PUTTING ON THE RITZ A GALA OF GIVING AS WELL AS OTHER FUNDRAISING ACTIVITIES. 1135687 1 1 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAVE SALZLEIN 9102917922 500 LAUCHWOOD DRIVE LAURINBURG NC 28352 X JAY TODD BOARD MEMBER 1.00 X 0 0 0 NANCY ADCOCK BOARD MEMBER 2.00 X 0 0 0 PAUL BROOKS BOARD MEMBER 1.00 X 0 0 0 BRANDI JONES-BULLOCK BOARD MEMBER 1.00 X 0 0 0 ELIZABETH COOLEY BOARD MEMBER 1.00 X 0 0 0 RON GIBSON BOARD MEMBER 1.00 X 0 0 0 JENNIFER ISENHOUR-RHUE MD BOARD MEMBER 2.00 X 0 0 0 PAUL JOLICOUER BOARD MEMBER 1.00 X 0 0 0 ROVANDA JOHN BOARD MEMBER 1.00 X 0 0 0 ANGELA MCCORD BOARD MEMBER 1.00 X 0 0 0 RAY MCDANIEL BOARD MEMBER 1.00 X 0 0 0 RACHEL MCDONALD BOARD MEMBER 1.00 X 0 0 0 JOYCE MCDOW BOARD MEMBER 1.00 X 0 0 0 JOHN MCLAURIN BOARD MEMBER 1.00 X 0 0 0 BRYAN MAYNOR BOARD MEMBER 1.00 X 0 0 0 PAGE PRATT BOARD MEMBER 1.00 X 0 0 0 JARRETT SAMPSON BOARD MEMBER 1.00 X 0 0 0 ALEXIS MCKOY TYSON BOARD MEMBER 1.00 X 0 0 0 DOROTHY TYSON BOARD MEMBER 1.00 X 0 0 0 NANCY WALKER BOARD MEMBER 1.00 X 0 0 0 RUBY WILLIAMSON BOARD MEMBER 1.00 X 0 0 0 GREG WOOD BOARD MEMBER 1.00 40.00 X X 0 618437 54716 SHELLEY LOWERY MD BOARD MEMBER 1.00 40.00 X 0 526103 30222 MISTY MCMILLAN BOARD MEMBER 40.00 1.00 X X 0 53971 6417 KIRSTEN DEAN EXECUTIVE DIRECTOR 40.00 1.00 X 0 46928 8254 0 1245439 99609 0 0 1 0 0 560496 362638 923134 174920 174920 191526 0 191526 191526 191526 0 560496 236439 -236439 -236439 27250 10000 17250 17250 1070391 0 0 147257 1135687 1135687 12543 12543 1148230 1135687 12543 0 517107 342447 573973 340673 6417785 6507729 7508865 7190849 22273 1243 22273 1243 X 7486592 7189606 7486592 7189606 7508865 7190849 X -77839 312763 -531910 X X 0 1 X 1 0 X 881471 803505 875980 761061 923134 4245151 881471 803505 875980 761061 923134 4245151 506055 3739096 293789 190690 289837 172753 174920 1121989 15660 27250 42910 5410050 0.69110 0.62450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE CORPORATION AND ITS NONPROFIT AFFILIATES ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE LLC IS TREATED AS A PARTNERSHIP AND AS SUCH, THE INCOME FLOWS THROUGH TO THE OWNERS OF THE LLC. THE CORPORATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PUTTING ON THE RITZ 353435 353435 204645 2023 FUND RUN 44892 44892 18357 2 162169 162169 13437 560496 560496 236439 236439 -236439 27250 10000 0 27250 10000 10000 17250 0 0 0 0 0 0 1 SCOTLAND MEMORIAL HOSPITAL INC 500 LAUCHWOOD DRIVE LAURINBURG NC 28352 560583151 501(C)(3) 1135687 0 OPERATIONAL SUPPORT 1 PART I, LINE 2: WE DO NOT MONITOR THE USE. THE SCHOLARSHIPS ARE AWARDED BASED UPON THE CRITERIA OF THE SCHOLARSHIP. X X X X 0 1 0 0 0 0 0 0 0 GREG WOOD BOARD MEMBER 0 394890 0 187508 0 36039 0 24400 0 30316 0 673153 0 0 SHELLEY LOWERY MD BOARD MEMBER 0 361080 0 135215 0 29808 0 15250 0 14972 0 556325 0 0 PART I, LINE 3 THE PROCESS FOR DETERMINING COMPENSATION FOR CEO AND CFO ENTAILS A REVIEW OF PERFORMANCE BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. CONDUCTING A COMPENSATION BENCHMARK STUDY BY AN INDEPENDENT RECOGNIZED THIRD PARTY, AND REVIEW OF COMPENSATION BY CAROLINAS HEALTHCARE SYSTEM COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FINAL APPROVAL IS THEN MADE AND DOCUMENTED BY THE SCOTLAND HEALTH CARE SYSTEM BOARD OF TRUSTEES. PART I, LINE 4B THE ORGANIZATION HAD OFFICERS WHO PARTICIPATED IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE APPROXIMATE AMOUNT OF DEFERRED COMPENSATION ACCRUED DURING THE FISCAL YEAR FOR THE PLAN WAS: GREGORY WOOD $77,324 COMPENSATION FROM UNRELATED ORGANIZATION THE ORGANIZATION'S CEO IS COMPENSATED BY ATRIUM HEALTH AN UNRELATED ORGNAIZATION FOR SERVICES PROVIDED TO SCOTLAND HEALTH CARE SYSTEM AND ITS RELATED ORGANIZATIONS. THIS COMPENSATION HAS BEEN REPORTED IN THE COMPENSATION PAID BY RELATED ORGANIZATION COLUMN FOR PART VII AND ROW FOR SCHEDULE J. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, FINANCIAL MANAGEMENT THOROUGHLY REVIEWED THE FORM 990 TO ENSURE ITS ACCURACY. THE CHIEF FINANCIAL OFFICER WILL REVIEW THE FORM 990 WITH THE FINANCE COMMITTEE IN AUGUST, 2024 AND THE BOARD AT ITS REGULARLY SCHEDULED MEETING IN SEPTEMBER, 2024. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION REQUIRES ALL OFFICERS, DIRECTORS, TRUSTEES TO REVIEW AND SIGN THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR CEO AND CFO ENTAILS A REVIEW OF PERFORMANCE BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. CONDUCTING A COMPENSATION BENCHMARK STUDY BY AN INDEPENDENT RECOGNIZED THIRD PARTY, AND REVIEW OF COMPENSATION BY CAROLINAS HEALTHCARE SYSTEM COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FINAL APPROVAL IS THEN MADE AND DOCUMENTED BY THE SCOTLAND HEALTH CARE SYSTEM BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 18 PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES IT GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST AT THE SCOTLAND MEMORIAL HOSPITAL ASSISTANT'S OFFICE. THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE VP, FINANCE OFFICE OR GENERAL ACCOUNTING DEPARTMENT. FORM 990, PART VII & SCHEDULE J THE ORGANIZATION IS UTILIZING PART VII AND SCHEDULE J OF THE FORM 990 TO REPORT THE COMPENSATION PAID TO THE CEO AND CFO BY A MANAGEMENT COMPANY FOR SERVICES PROVIDED TO A RELATED ORGANIZATION. THE COMPENSATION HAS BEEN REPORTED IN THE RELATED ORGANIZATION'S COMPENSATION COLUMNS OF THESE SECTIONS. FORM 990, PART XI, LINE 9: INTERCOMPANY TRANSFER -531,910. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SCOTLAND HEALTH CARE SYSTEM INC 500 LAUCHWOOD DRIVE LAURINBURG NC 28352 581847657 OPERATE FOR THE BENEFIT OF, PERFORM FUNCTIONS, AND CARRY OUT PUROSES OF SMH NC 501(C)(3) LINE 12B, II N/A 0 SCOTLAND MEMORIAL HOSPITAL INC 500 LAUCHWOOD DRIVE LAURINBURG NC 28352 560583151 OFFER HEALTH CARE TO RESIDENTS OF SCOTLAND COUNTY, NC AND SURROUNDING AREAS NC 501(C)(3) LINE 3 SCOTLAND HEALTH CARE SYSTEM INC 1 HOSPICE OF SCOTLAND COUNTY INC 610 E LAUCHWOOD DRIVE LAURINBURG NC 28352 561468269 HEALTHCARE FOR TERMINALLY ILL PATIENTS NC 501(C)(3) LINE 7 SCOTLAND HEALTH CARE SYSTEM INC 1 SCOTLAND REGIONAL HEALTH NETWORK 500 LAUCHWOOD DRIVE LAURINBURG NC 28352 272187756 OPERATES PHYSICIAN PRACTICE NC 501(C)(3) LINE 3 SCOTLAND HEALTH CARE SYSTEM INC 1 SCOTLAND FAMILY COUNSELING CENTER INC 601-B LAUCHWOOD DRIVE LAURINBURG NC 28352 272848608 FAMILY COUNSELING NC 501(C)(3) LINE 7 SCOTLAND HEALTH CARE SYSTEM INC 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1