2025-04-23T12:40:21-04:00 2024-06-30 BDO USA 421 Fayetteville Street Suite 300 Raleigh NC 27601 990 2023-07-01 561930028 Pardee Memorial Hospital Foundation Inc % AMY TREECE PARD 8282332700 561 FLEMING STREET HENDERSONVILLE NC 28739 HEATHER WARD TREASURER 8282332700 2025-04-07 true true SANDRA L FEINSMITH P01064157 9192781936 2025-04-03 2023 2025-03-06 01:10:19Z HEATHER WARD 561 FLEMING STREET HENDERSONVILLE NC 28739 2595827 false X WWW.PARDEEHOSPITALFOUNDATION.ORG X 1995 NC TO SUPPORT HENDERSON COUNTY HOSPITAL CORPORATION D/B/A MARGARET R. PARDEE MEMORIAL HOSPITAL 19 19 0 71 0 1721325 1973156 0 0 47174 137464 1684 79079 1770183 2189699 1356255 1408297 0 0 144659 189599 71989 0 355818 452923 651673 2025826 2249569 -255643 -59870 3182245 3938864 22920 767255 3159325 3171609 PARDEE FOUNDATION EXISTS TO EDUCATE AND INSPIRE THE COMMUNITY TO SUPPORT HENDERSON COUNTY HOSPITAL CORPORATION D/B/A MARGARET R. PARDEE MEMORIAL HOSPITAL. false false 1462735 1376645 2069 THE FOUNDATION RECEIVED AND ADMINISTERED CHARITABLE CONTRIBUTIONS AND OTHER FUNDS TO STRENGTHEN AND FURTHER THE WORK AND SERVICE OF HENDERSON COUNTY HOSPITAL CORPORATION D/B/A MARGARET R. PARDEE MEMORIAL HOSPITAL. DURING THE FISCAL YEAR, THE FOUNDATION FOCUSED ON GROWING ITS BASE OF DONORS, RETENTION OF MAJOR GIFT DONORS, AND STEWARDSHIP OF ALL DONORS. 31652 31652 0 WOMEN HELPING WOMEN IS IN ITS 24th YEAR OF RAISING MONEY TO BE USED TO ASSIST UNINSURED AND UNDERINSURED WOMEN RECEIVE NEEDED HEALTHCARE. AN ANNUAL EVENT RAISES THE MONEY AND REQUEST FOR FINANCIAL ASSISTANCE ARE HANDLED BY PRACTICE MANAGERS IN THE PARDEE SYSTEM. 1494387 true true false false false false false false false true true false false false true true false true false false false false false false true false false true true true false false false false false false false false false false false false true true false false false true 11 0 true 0 false false false false false false false false false false false false X 19 19 false false false false false true true true true false false true true true true true true false false false X X AMY TREECE 8282332700 561 FLEMING STREET HENDERSONVILLE NC 28739 AMY TREECE EXECUTIVE DIRECTOR 50.0 0.0 X 0 147560 8847 HILTON SWING BOARD CHAIR 3.0 0.0 X X 0 0 0 BILL JANSEN VICE CHAIR 2.0 0.0 X X 0 0 0 KANDI HENDRICKS VICE CHAIR 2.0 0.0 X X 0 0 0 CAREY O'CAIN INVESTMENT COMMITTEE CHAIR 1.0 0.0 X X 0 0 0 HEATHER WARD TREASURER 2.0 0.0 X X 0 0 0 GERARD COLUCCELLI SECRETARY 2.0 0.0 X X 0 0 0 CAMERON BAKER DIRECTOR 1.0 0.0 X 0 0 0 NICOLA BARKSDALE DIRECTOR 1.0 0.0 X 0 0 0 CHERYL COHEN DIRECTOR 1.0 0.0 X 0 0 0 MARILYN GORDON DIRECTOR 1.0 0.0 X 0 0 0 CHIP GOULD DIRECTOR 1.0 0.0 X 0 0 0 RANDY HUNTER DIRECTOR 1.0 0.0 X 0 0 0 SHERRI JOHNSON DIRECTOR 1.0 0.0 X 0 0 0 JAMES KIRBY DIRECTOR/HOSPITAL CEO 3.0 40.0 X 0 0 0 JENNIFER MCALISTER DIRECTOR 1.0 0.0 X 0 0 0 GREGORY MCCARTY DIRECTOR 1.0 0.0 X 0 0 0 BILL RUSHTON DIRECTOR 1.0 0.0 X 0 0 0 MYRA WATKINS DIRECTOR 1.0 0.0 X 0 0 0 SAYYAD ZIA DIRECTOR 1.0 0.0 X 0 0 0 0 147560 8847 0 false true false 0 257391 1715765 6577 1973156 0 37817 0 0 37817 0 0 122514 1468 121046 0 121046 121046 369851 270204 99647 99647 99647 90420 257391 134456 -44036 -44036 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 2069 2069 2069 2189699 2069 0 214474 1376645 1376645 31652 31652 0 0 189599 13272 98591 77736 0 0 0 0 0 309690 21678 161039 126973 1650 1650 29058 29058 0 0 9236 9236 98574 23775 74799 94232 23323 70909 7985 7985 27365 27365 0 30654 30654 1141 1141 0 0 0 0 25342 25342 1565 1565 BANK FEES 7537 7537 DONOR CULTIVATION 5401 5401 MISCELLANEOUS EXPENSES 2243 2243 2249569 1494387 399364 355818 304353 249107 224843 239812 275771 125779 22168 38791 0 0 0 0 0 0 0 0 45783 31607 1559736 63481 721597 1496255 1439658 1625071 0 0 0 0 0 0 148072 132442 3182245 3938864 21270 39755 0 0 0 0 0 0 0 0 0 0 0 715500 0 0 1650 12000 22920 767255 X 1830871 1666845 1328454 1504764 3159325 3171609 3182245 3938864 -59870 72154 X X false true X true false X 2063051 1708183 1980915 1721325 1973156 9446630 0 0 2063051 1708183 1980915 1721325 1973156 9446630 374494 9072136 117760 113875 142207 105813 160331 639986 0 0 0 0 0 2069 2069 10088685 0.89924 0.90069 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1468465 196675 1665140 887795 580670 1468465 1039061 -151266 887795 1309202 351859 622000 1039061 1270445 70 38687 1309202 0.99750 0.00250 false false 504736 504736 1055000 63481 991519 1496255 0 OTHER LIABILITIES 12000 12000 X 2585821 72154 197280 135924 405358 2180463 9236 9236 2189699 2573537 197280 135924 333204 2240333 9236 9236 2249569 SCHEDULE D, PART V, LINE 4: THE ENDOWMENT WAS ESTABLISHED IN ORDER TO PROVIDE AN OPERATING RESERVE FOR THE FOUNDATION. SCHEDULE D, PART X, LINE 2: The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code; accordingly, the accompanying consolidated financial statements do not reflect a provision or liability for federal and state income taxes. The Foundation has determined that it does not have any material unrecognized tax benefits or obligations as of June 30, 2024 or 2023. SCHEDULE D, PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE $134,456 RENTAL EXPENSE $1,468 TOTAL TO SCHEDULE D, PART XI, LINE 2D $135,924 SCHEDULE D, PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE $134,456 RENTAL EXPENSE $1,468 TOTAL TO SCHEDULE D, PART XII, LINE 2D $135,924 WHW 153000 118000 35000 11620 17000 25000 6815 GALA 115000 92000 23000 900 17724 2100 23050 2 79811 47391 32420 10914 11425 7470 438 347811 257391 90420 23434 46149 34570 30303 134456 -44036 true MARGARET R PARDEE MEMORIAL HOSPITAL 800 N JUSTICE ST HENDERSONVILLE NC 28791 562084959 115 1376645 HOSPITAL SERVICE AND PATIENT SUPPORT 1 0 WHW Assistance 72 31652 SCHEDULE I, PART I, LINE 2: THE FOUNDATION SUPPORTS HENDERSON COUNTY HOSPITAL CORPORATION D/B/A MARGARET R. PARDEE MEMORIAL HOSPITAL WITHIN THE MEANING OF ITS EXEMPT PURPOSE. THE FOUNDATION MONITORS THE USE OF THE GRANT FUNDS BY REQUIRING A WRITTEN REPORT FROM THE PROGRAM OFFICER OF EACH GRANT FOR THE DURATION OF THE FUNDING PERIOD. false false false false false false false false false AMY TREECE EXECUTIVE DIRECTOR 0 128008 0 12813 0 6739 0 8847 0 0 0 156407 0 0 SCHEDULE J, PART I, LINE 3: THE RELATED ORGANIZATION, HENDERSON COUNTY HOSPITAL CORP., HAS A COMPENSATION COMMITTEE THAT DETERMINES THE HIRING AND COMPENSATION LEVELS FOR ALL POSITIONS. FORM 990, PART VI, SECTION A, LINE 1A: THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON, THE VICE CHAIRPERSONS, THE SECRETARY AND THE TREASURER OF THE FOUNDATION AND ONE MEMBER OF BOTH THE HOSPITAL AND THE FOUNDATION BOARDS. IN ADDITION, THE IMMEDIATE PAST CHAIRPERSON (OR SOME OTHER PERSON, IF THE IMMEDIATE PAST CHAIRPERSON IS NOT WILLING AND ABLE TO SERVE) MAY BE APPOINTED TO THE EXECUTIVE COMMITTEE BY THE CHAIRPERSON. THE EXECUTIVE COMMITTEE MAY MEET IN THE MONTHS WHEN THERE IS NO REGULARLY SCHEDULED BOARD MEETING OR IN THE CASE OF AN EMERGENCY SITUATION. THE EXECUTIVE COMMITTEE SHALL BE EMPOWERED AT THESE TIMES TO ACT ON RECOMMENDATIONS FROM STANDING COMMITTEES, AUTHORIZE EXPENDITURES FOR SERVICES/PROJECTS OF PARDEE HOSPITAL UP TO $100,000, OR MAKE VOLUNTEER APPOINTMENTS. THE EXECUTIVE COMMITTEE WILL NOT BE AUTHORIZED TO TAKE ANY ACTION ON BY-LAWS CHANGES OR CHANGES TO THE ARTICLES OF INCORPORATION, ADOPT THE BUDGET OR TAKE PERSONNEL ACTIONS FOR WHICH THE BOARD IS AUTHORIZED. THE EXECUTIVE COMMITTEE MAY NOT TAKE ANY ACTION WHICH IS IN CONFLICT WITH THE ADOPTED BY-LAWS OR ARTICLES OF INCORPORATION. ALL ACTIONS OF THE EXECUTIVE COMMITTEE SHALL REQUIRE THE AFFIRMATIVE VOTE OF TWO THIRDS (2/3) OF THOSE MEMBERS PRESENT. A QUORUM FOR THE EXECUTIVE COMMITTEE SHALL CONSIST OF A TWO THIRDS (2/3) MAJORITY OF THE COMMITTEE. THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF PARDEE HOSPITAL WILL ALSO BE A MEMBER OF THE EXECUTIVE COMMITTEE WITH VOTING AUTHORITY. FORM 990, PART VI, SECTION A, LINE 7A: THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF HENDERSON COUNTY HOSPITAL CORPORATION (D/B/A PARDEE HOSPITAL) SHALL BE AN EX-OFFICIO MEMBER OF THE FOUNDATION BOARD OF DIRECTORS, WITH THE RIGHT TO VOTE AND IS INCLUDED IN THE TOTAL NUMBER OF DIRECTORS. NOT MORE THAN THREE AND NO LESS THAN ONE OF THE FOUNDATION BOARD MEMBERS ARE ELECTED BY THE HOSPITAL'S BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 7B: THE PURPOSES OF THE FOUNDATION AND THE NUMBER OF DIRECTORS OF THE FOUNDATION REPRESENTING THE HOSPITAL BOARD ON THE FOUNDATION BOARD MAY NOT BE CHANGED WITHOUT THE APPROVAL OF THE HOSPITAL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B: THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE PRELIMINARY REVIEW AND APPROVAL OF THE FORM 990. ONCE COMPLETED, THE FORM 990 IS PROVIDED TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD, STAFF, AND COMMITTEE MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM. THE GOVERNING BODY IS REQUIRED TO DISCLOSE ANY CONFLICTS IN ADVANCE OF BOARD DISCUSSIONS AND ACTIONS. DECISIONS ARE THEN MADE, BY THE BOARD CHAIRPERSON, REGARDING THEIR ELIGIBILITY TO VOTE ON CERTAIN MATTERS. IN THE EVENT OF A CONFLICT, THE BOARD MEMBER WILL RECUSE HIMSELF/HERSELF FROM THE VOTE AND THIS ACTION IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19: THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. PARDEE PROPERTIES LLC 561 FLEMING STREET HENDERSONVILLE NC 28739 SEE PART VII NC 122514 1634573 SEE PART VII HENDERSON COUNTY HOSPITAL CORP 800 N JUSTICE STREET HENDERSONVILLE NC 28791 562084959 HOSPITAL NC 115 NA false false false false false false false false false false false true true false false true true true true false SCHEDULE R, PART I, LINE 1: NAME: PARDEE PROPERTIES, LLC PRIMARY ACTIVITY: PROPERTY HOLDINGS DIRECT CONTROLLING ENTITY: PARDEE MEMORIAL HOSPITAL FOUNDATION