2025-05-02T10:15:55-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-07-01 582063920 BLUE RIDGE HEALTHCARE FOUNDATION INC BLUE 8285805000 2201 SOUTH STERLING STREET MORGANTON NC 28655 PATRICIA A MOLL CHIEF FINANCIAL OFFICER 8285805000 2025-05-01 1 1 KATHERINE A WARLICK P02065266 7049985200 2025-05-01 2023 2025-03-06 01:10:19Z GARY PAXSON 2201 SOUTH STERLING STREET MORGANTON NC 28655 2383570 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 12 0 13 0 0 1019427 1043249 0 0 126713 166285 -122266 6640 1023874 1216174 808334 1112323 0 0 0 0 0 0 0 15555 4060 823889 1116383 199985 99791 4324860 4919535 170760 440230 4154100 4479305 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 1116383 1112323 BRHC FOUNDATION HOLDS FUNDRAISERS TO FUND VARIOUS PROGRAMS THAT BENEFIT PATIENTS, BRHC EMPLOYEE EMERGENCY FUNDS, HEALTHCARE RELATED COMMUNITY PROJECTS AND GENERAL UNRESTRICTED SUPPORT. 1116383 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 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 14 12 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 SOUTH STERLING STREET MORGANTON NC 28655 X 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 MARK ROSTAN BOARD MEMBER 1.00 X 0 0 0 DAVID BURNETTE BOARD MEMBER 1.00 49.00 X 0 237025 29481 ALAN GRIFFIN BOARD MEMBER 1.00 X 0 0 0 ALLEN VANNOPPEN BOARD MEMBER 1.00 X 0 0 0 KATHY BAILEY PRESIDENT / CEO 1.00 49.00 X 0 947938 10408 PATRICIA MOLL CFO 1.00 49.00 X 0 396003 49744 TRACI RIEBEL EXECUTIVE DIRECTOR 50.00 X 0 101591 16115 0 1682557 105748 0 0 1 0 0 301509 741740 76074 1043249 123868 123868 1035360 992943 42417 42417 42417 170648 301509 174453 -3805 -3805 NONOPERATING INCOME 900099 10445 10445 10445 1216174 0 0 172925 1101635 1101635 10688 10688 4060 4060 1116383 1116383 0 0 1000 1000 368927 1529591 38300 990775 1078974 182734 200256 2743124 2109714 4324860 4919535 50225 285656 120535 154574 170760 440230 X 1377874 1445750 2776226 3033555 4154100 4479305 4324860 4919535 X 99791 224391 1023 X X 0 1 X 1 0 X 613395 605409 519027 1019427 1137823 3895081 613395 605409 519027 1019427 1137823 3895081 1281516 2613565 91900 168001 23502 105717 123868 512988 10445 10445 4418514 0.59150 0.58900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: NON-OPERATING INCOME - 2023 AMOUNT: $ 10,445. 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) - 12/31/20 COLUMN (B) - 12/31/21 COLUMN (C) - 6/30/22 (SHORT YEAR) COLUMN (D) - 6/30/23 COLUMN (E) - 6/30/24 SCHEDULE A, PART II, LINE 1 THE ORGANIZATION CORRECTED THE AMOUNT REPORTED ON LINE 1, COLUMN C, FOR THE SHORT YEAR ENDING 6/30/2022. THE AMOUNT REPORTED ON THE ORIGINAL RETURN WAS $581,456. THE CORRECTED AMOUNT IS $519,027. THIS CORRECTION DOES NOT IMPAIR THE ORGANIZATION'S ABILITY TO MEET THE 33 1/3% SUPPORT TEST. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1778345 223228 45921 1955652 1641624 138859 2138 1778345 1948154 -289827 16703 1641624 1767614 199144 18604 1948154 1598096 171525 2007 1767614 0.44710 0.55290 0 0 0 MARKETABLE SECURITIES 2109714 F 2109714 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 30,2024 OR JUNE 30, 2023. FALL GALA 320135 225701 94434 76074 22729 3065 3000 15186 GOLF TOURNAMENT 85850 20296 65554 8420 13634 4000 3631 2204 3 66172 55512 10660 800 14266 1772 5672 472157 301509 170648 9220 89708 40995 8468 3000 23062 174453 -3805 1 BURKE HEALTH NETWORK A CARING SOLUTION 617 S GREEN ST SUITE 300 MORGANTON NC 28655 814109704 501(C)(3) 261232 0 GENERAL SUPPORT BLUE RIDGE HEALTHCARE MEDICAL GROUP 2201 S STERLING STREET MORGANTON NC 28655 020777195 501(C)(3) 120722 0 GENERAL SUPPORT BLUE RIDGE HEALTHCARE HOSPITALS 2201 S STERLING STREET MORGANTON NC 28655 560529976 501(C)(3) 17430 0 EMPLOYEE ASSISTANCE GRACE LIFECARE INC 500 LENOIR ROAD MORGANTON NC 28655 561722754 501(C)(3) 7470 0 GENERAL SUPPORT BLUE RIDGE HEALTHCARE HOSPITALS 2201 S STERLING STREET MORGANTON NC 28655 560529976 501(C)(3) 694780 0 GENERAL SUPPORT 4 SCHOLARSHIPS 12 10688 PART I, LINE 2: BLUE RIDGE HEALTHCARE FOUNDATION GRANTS ASSISTANCE TO APPROVED PROGRAMS WHO THEN AWARD MONIES TO INDIVIDUALS BASED ON DOCUMENTED NEED. 0 1 0 0 0 0 0 0 0 KATHY BAILEY PRESIDENT / CEO 0 645998 0 298130 0 3810 0 0 0 10408 0 958346 0 0 PATRICIA MOLL CFO 0 276079 0 106304 0 13620 0 13200 0 36544 0 445747 0 0 DAVID BURNETTE BOARD MEMBER 0 236803 0 0 0 222 0 7832 0 21649 0 266506 0 0 PART I, LINE 3 THE COMPENSATION COMMITTEE OF A RELATED ORGANIZATION REVIEWED AND APPROVED THE COMPENSATION PACKAGE DURING 2024. PART I, LINE 4B DURING THE YEAR, THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SECTION 457(F) PLAN: PATRICIA MOLL $ 11,792 X DONATED NONCASH PRICES FOR SPECIAL EVENTS 172 76074 SELLING PRICE OF AUC 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A COMMITTEE MEMBERS ARE MEMBERS OF THE FOUNDATION'S BOARD. FORM 990, PART VI, SECTION A, LINE 3 IN 2021, THE ORGANIZATION 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 COMPENSATION COMMITTEE OF A RELATED ORGANIZATION REVIEWED AND APPROVED THE COMPENSATION PACKAGE DURING 2024. 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 1,023. 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 COMMERCIAL REAL ESTATE RENTAL 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