2026-05-05T13:37:45-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-07-01 560529976 BLUE RIDGE HEALTHCARE HOSPITALS INC BLUE 8285805000 2201 SOUTH STERLING STREET MORGANTON NC 28655 PATRICIA A MOLL CHIEF FINANCIAL OFFICER 8285805000 2026-04-29 1 1 KATHERINE A WARLICK P02065266 7049985200 2026-04-29 2024 2025-03-06 01:10:19Z GARY PAXSON 2201 SOUTH STERLING STREET MORGANTON NC 28655 380747478 0 X WWW.UNCHEALTHBLUERIDGE.ORG X 1908 NC IMPROVING THE HEALTH OF OUR COMMUNITIES BY PROVIDING EXCELLENT AND COMPASSIONATE CARE. 10 9 1971 56 332860 29192 1774711 1529254 326036657 362615527 5832593 8642858 335022 359945 333978983 373147584 296518 296657 0 0 148976904 165432723 0 0 0 139233625 147932673 288507047 313662053 45471936 59485531 723539639 787263402 148804091 146484672 574735548 640778730 X BLUE RIDGE HEALTHCARE HOSPITALS, INC. IS COMMITTED TO IMPROVING THE HEALTH OF OUR COMMUNITIES BY PROVIDING EXCELLENT AND COMPASSIONATE CARE. 0 0 43916984 0 47914947 BLUE RIDGE HEALTHCARE HOSPITALS PROVIDED 38,102 DAYS OF CARE TO 8133 PATIENTS DISCHARGED. BLUE RIDGE HEALTHCARE HOSPITALS HAS 315 BEDS AND OFFERS A BROAD SCOPE OF SERVICES. 32690625 0 78155598 BLUE RIDGE HEALTHCARE HOSPITALS' SURGICAL SERVICES PERFORMED 1,833 INPATIENT SURGERIES AND 10,336 OUTPATIENT SURGERIES. ORTHOPEDICS, GENERAL SURGERY, SPINE SURGERY, AND OB/GYN ARE THE MAJOR SURGICAL SPECIALTIES OFFERED. 12448109 0 40842593 EMERGENCY ROOM SAW 48,947 PATIENTS DURING THE YEAR. THE ED IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK AND IS ABLE TO TAKE CARE OF ANY TYPE OF EMERGENCY OR PROBLEM. 188526320 296657 195729474 THE ORGANIZATION PROVIDES A HOST OF OTHER HEALTHCARE DELIVERY SERVICES TO THE COMMUNITY, INCLUDING LABORATORY SERVICES, ONCOLOGY SERVICES, RADIOLOGY SERVICES, AND OTHER HEALTHCARE RELATED SERVICES. 188526320 296657 195729474 277582038 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1971 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X PATRICIA MOLL 8285805003 2201 S STERLING ST MORGANTON NC 28655 X M H MCCRARY CHAIRMAN 0.20 1.80 X X 0 0 0 JIM ROSTAN VICE CHAIRMAN 0.20 1.80 X X 0 0 0 DAVID BENNETT TREASURER 0.20 1.80 X X 0 0 0 SUSAN HAIRE SECRETARY 0.20 1.80 X X 0 0 0 J MICHAEL BRIDGES PAST CHAIR 0.20 1.80 X X 0 0 0 KEVIN BAXTER BOARD MEMBER 0.20 2.80 X 0 0 0 ANDREW BRANT MD BOARD MEMBER 0.20 1.80 X 0 0 0 AMY JACKSON-KINCAID BOARD MEMBER 0.20 1.80 X 0 0 0 GANDHARI LOOMIS DO BOARD MEMBER 0.20 49.80 X 0 462540 8771 THEA YANG BOARD MEMBER 0.20 1.80 X 0 0 0 KATHY BAILEY PRESIDENT & CEO (THRU 8/2024) 37.00 13.00 X 829213 0 7606 GARY PAXSON PRESIDENT & CEO (AS OF 9/2024) 37.00 13.00 X 0 0 0 PATRICIA MOLL CFO 37.00 13.00 X 409793 0 51159 THOMAS EURE CHIEF LEGAL OFFICER - SVP CORPORATE SERVICES 50.00 0.00 X 444152 0 62157 BARRY NELSON CHIEF NURSING OFFICER 50.00 0.00 X 397491 0 16625 ANTHONY FRANK CMO - MED AFFAIRS & MED STAFF SVCS 50.00 0.00 X 714159 0 79924 JON MERCER SR. VP OPERATIONS/COO 50.00 0.00 X 411837 0 59140 ANDREW THOMAS CHIEF AMBULATORY OFFICER - VP MED GP 50.00 0.00 X 328879 0 20990 MARK PITMAN CHIEF HUMAN RESOURCES OFFICER 50.00 0.00 X 322014 0 23633 AMANDA TAYLOR EXEC. DIR. ONCOLOGY AND PHARMACY SVCS 50.00 0.00 X 216595 0 22980 ALEXANDRIA POWELL MANAGER - PHARMACY 50.00 0.00 X 161303 0 40703 JILL RYAN EXEC. DIRECTOR OF QUALITY 50.00 0.00 X 189998 0 17989 BETH MILLER EXEC. DIR. REVENUE CYCLE 50.00 0.00 X 171334 0 16193 ERIN LEDOUX RN FLOAT LEVEL 4 50.00 0.00 X 199761 0 45624 4796529 462540 473494 122 0 1 0 0 X 1529254 1529254 PATIENT REVENUE 621400 335144476 335144476 INTER-FACILITY REVENUE 621400 25098187 25098187 OTHER OPERATING 621400 2372864 2040004 332860 362615527 6280890 6280890 359945 0 359945 359945 359945 9961862 7419174 180720 2542688 -180720 2361968 2361968 373147584 362642612 332860 8642858 X 296657 296657 4067139 3538411 528728 129238732 112437697 16801035 2297366 1998708 298658 22074304 19204644 2869660 7755182 6747008 1008174 648384 648384 181792 181792 396904 396904 41761149 33408919 8352230 431971 431971 1247386 1247386 45472 45472 3921307 3921307 398184 398184 102767 102767 23629739 23629739 2467222 2467222 SUPPLIES 56813752 56813752 ASSESSMENT 10544738 10544738 INTERCOMPANY 2347178 2347178 LEASE EXPENSE 320064 320064 2674664 1872265 802399 313662053 277582038 36080015 0 16939410 54770796 5008984 5332890 34344459 31929372 4112368 4343640 5291202 4921567 485705108 218452694 261996982 267252414 38753477 43061954 3860000 3860000 353232757 371790769 723539639 787263402 36756517 38040916 437500 752904 108656710 106028563 2953364 1662289 148804091 146484672 X 574696065 640778730 39483 0 574735548 640778730 723539639 787263402 X 59485531 6597134 -39483 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 26453 26453 0 PART II-B, LINE 1: A PORTION OF THE MEMBERSHIP DUES PAID TO THE AMERICAN HOSPITAL ASSOCIATION AND THE NORTH CAROLINA HEALTH CARE FACILITIES ASSOCIATION ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 2907370 2907370 345618002 123429063 222188939 684187 684187 0 124029068 91768772 32260296 12466481 2570672 9895809 267252414 INVESTMENTS 43061954 F 43061954 OTHER ASSETS 4279541 BOARD DESIGNATED FOR CAPITAL IMPROVEMENTS 130325574 INTERCOMPANY RECEIVABLES 190843384 THIRD PARTY RECEIVABLES 7799287 NET START UP COSTS 36992865 INVESTMENT IN RELATED ORGANIZATION 1550118 371790769 OPERATING LEASE LIABILITY 666289 FINANCING LEASE LIABILITY 996000 1662289 X PART X, LINE 2: ALL ENTITIES COMPRISING BRHC ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. BRHC HAS ADOPTED THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE FINALIZED. BRHC HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. BRHC'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. 1 1 X 1 X 300.000000000000 1 X 1 1 1 0 1 1 13179170 13179170 0.04200 64151028 88277070 0 0.00000 0 0 77330198 88277070 13179170 0.04200 463609 463609 0.00150 945172 1657583 0 0.00000 239161 239161 0.00080 353877 353877 0.00110 2001819 1657583 1056647 0.00340 79332017 89934653 14235817 0.04540 218215 218215 0.00070 218215 218215 0.00070 1 7355340 33007096 33041509 -34413 X 1 1 1 BLUE RIDGE CARDIOLOGY HEART CATH SVCS 0.50000 0.00000 0.50000 2 1 BR MORGANTON 2201 SOUTH STERLING STREET MORGANTON NC 28655 WWW.UNCHEALTHBLUERIDGE.ORG H0062 X X X X 2 BR VALDESE 720 MALCOM BLVD RUTHERFORD COLLEGE NC 28671 WWW.UNCHEALTHBLUERIDGE.ORG H0062 X X X X BR MORGANTON 1 0 0 1 X X X X X X X X X 22 1 1 1 1 X SEE PART V, SECTION C X 1 22 1 SEE PART V, SECTION C 0 1 X 300.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X 1 X 0 X X X X X 1 X 0 0 BR VALDESE 2 0 0 1 X X X X X X X X X 22 1 1 1 1 X SEE PART V, SECTION C X 1 22 1 SEE PART V, SECTION C 0 1 X 300.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X SEE PART V, SECTION C X SEE PART V, SECTION C X SEE PART V, SECTION C X X X X X X X 1 X 0 X X X X X 1 X 0 0 BR MORGANTON PART V, SECTION B, LINE 5: IN SEPTEMBER 2021, THE GROUP BEGAN THE INITIAL PROCESS OF PREPPING FOR THE 2022 COMMUNITY HEALTH ASSESSMENT. THE 2022 CHA WAS STRUCTURED AROUND THE COLLECTION OF PRIMARY AND SECONDARY DATA. THERE WERE TWO MAIN SOURCES OF PRIMARY DATA COLLECTED, A COMMUNITY SURVEY AND FOCUS GROUPS. THE COMMUNITY SURVEY INCLUDED QUESTIONS REGARDING HEALTH BEHAVIORS AND COMMUNITY ISSUES. BEFORE SHARING THE SURVEY, IT WAS FIRST REQUIRED THAT THE PREVIOUS CHA SURVEY BE REVIEWED AND REVISED. THE SURVEY WAS REVISED TO REMOVE QUESTIONS THAT WOULD NOT YIELD QUALITY RESULTS AND TO HELP INCREASE PARTICIPATION. THIS YEAR, THE COMMUNITY SURVEY WAS OFFERED TO BOTH RESIDENTS OF BURKE COUNTY AND TO THOSE WHO WORK IN THE COUNTY BUT DO NOT CALL BURKE HOME. ALTHOUGH, MOST SURVEY RESPONDENTS CAME FROM BURKE RESIDENTS. THE COMMUNITY SURVEY BROUGHT IN 2,149 RESULTS; DOUBLE THE RETURN FROM THE 2019 CHA. THE SURVEY WAS OFFERED IN BOTH ENGLISH AND SPANISH AND WAS MADE ACCESSIBLE THROUGH SCANNING A QR CODE, CLICKING OR COPYING THE DIRECT SURVEYMONKEY LINK, AND THROUGH PAPER COPIES.FOCUS GROUPS WERE ALSO A PART OF THE PRIMARY DATA COLLECTION PHASE. THE BWI PLANNED FOR NINE, SPECIFIC AND DIVERSE GROUPS THAT CONSISTED OF THE HMONG COMMUNITY, HISPANIC COMMUNITY, DEAF AND HARD OF HEARING COMMUNITY, LGBTQ+ COMMUNITY, AFRICAN AMERICAN COMMUNITY, YOUNG PROFESSIONALS, LOCAL COLLEGE STUDENTS, PERSONS WITHOUT PERMANENT HOUSING, AND OLDER ADULTS. THERE WERE SEVEN GROUPS THAT MET THE CRITERIA OF A FOCUS GROUP, RESULTING IN 46 GROUP PARTICIPANTS. DIVERSITY, EQUITY, AND INCLUSION WERE OF TOP PRIORITY TO THE BWI WHEN ORGANIZING PLANS FOR THE FOCUS GROUPS. THIS WAS EVIDENT THROUGH REPRESENTATION OF SEVEN OF THE NINE GROUPS. BR VALDESE PART V, SECTION B, LINE 5: IN SEPTEMBER 2021, THE GROUP BEGAN THE INITIAL PROCESS OF PREPPING FOR THE 2022 COMMUNITY HEALTH ASSESSMENT. THE 2022 CHA WAS STRUCTURED AROUND THE COLLECTION OF PRIMARY AND SECONDARY DATA. THERE WERE TWO MAIN SOURCES OF PRIMARY DATA COLLECTED, A COMMUNITY SURVEY AND FOCUS GROUPS. THE COMMUNITY SURVEY INCLUDED QUESTIONS REGARDING HEALTH BEHAVIORS AND COMMUNITY ISSUES. BEFORE SHARING THE SURVEY, IT WAS FIRST REQUIRED THAT THE PREVIOUS CHA SURVEY BE REVIEWED AND REVISED. THE SURVEY WAS REVISED TO REMOVE QUESTIONS THAT WOULD NOT YIELD QUALITY RESULTS AND TO HELP INCREASE PARTICIPATION. THIS YEAR, THE COMMUNITY SURVEY WAS OFFERED TO BOTH RESIDENTS OF BURKE COUNTY AND TO THOSE WHO WORK IN THE COUNTY BUT DO NOT CALL BURKE HOME. ALTHOUGH, MOST SURVEY RESPONDENTS CAME FROM BURKE RESIDENTS. THE COMMUNITY SURVEY BROUGHT IN 2,149 RESULTS; DOUBLE THE RETURN FROM THE 2019 CHA. THE SURVEY WAS OFFERED IN BOTH ENGLISH AND SPANISH AND WAS MADE ACCESSIBLE THROUGH SCANNING A QR CODE, CLICKING OR COPYING THE DIRECT SURVEYMONKEY LINK, AND THROUGH PAPER COPIES.FOCUS GROUPS WERE ALSO A PART OF THE PRIMARY DATA COLLECTION PHASE. THE BWI PLANNED FOR NINE, SPECIFIC AND DIVERSE GROUPS THAT CONSISTED OF THE HMONG COMMUNITY, HISPANIC COMMUNITY, DEAF AND HARD OF HEARING COMMUNITY, LGBTQ+ COMMUNITY, AFRICAN AMERICAN COMMUNITY, YOUNG PROFESSIONALS, LOCAL COLLEGE STUDENTS, PERSONS WITHOUT PERMANENT HOUSING, AND OLDER ADULTS. THERE WERE SEVEN GROUPS THAT MET THE CRITERIA OF A FOCUS GROUP, RESULTING IN 46 GROUP PARTICIPANTS. DIVERSITY, EQUITY, AND INCLUSION WERE OF TOP PRIORITY TO THE BWI WHEN ORGANIZING PLANS FOR THE FOCUS GROUPS. THIS WAS EVIDENT THROUGH REPRESENTATION OF SEVEN OF THE NINE GROUPS. BR MORGANTON PART V, SECTION B, LINE 6A: BLUE RIDGE VALDESE BR VALDESE PART V, SECTION B, LINE 6A: BLUE RIDGE MORGANTON BR MORGANTON PART V, SECTION B, LINE 6B: BURKE COUNTY HEALTH DEPARTMENT AND BURKE WELLNESS INITIATIVE BR VALDESE PART V, SECTION B, LINE 6B: BURKE COUNTY HEALTH DEPARTMENT AND BURKE WELLNESS INITIATIVE BR MORGANTON PART V, SECTION B, LINE 11: THE BURKE WELLNESS INITIATIVE AND ADDITIONAL COMMUNITY PARTNERS REVIEWED THE HEALTH AND SOCIAL ISSUES IDENTIFIED IN THE RESULTS OF THE COMMUNITY SURVEY AND FOCUS GROUPS. THE GROUP PARTICIPATED IN A PRIORITIZATION EXERCISE TO DETERMINE THE PRIORITIES TO DEVELOP INTO A COMPREHENSIVE COMMUNITY HEALTH IMPROVEMENT PLAN. THE TOP THREE PRIORITIES IDENTIFIED FOR THE 2022 CHNA ARE:1) MENTAL HEALTHMENTAL HEALTH HAS CONTINUED TO BE A HEALTH OUTCOME OF CONCERN AND THE COVID-19 PANDEMIC ONLY EXACERBATED THIS ISSUE. POOR MENTAL HEALTH AFFECTS EVERYONE AT SOME POINT, BUT FOR THOSE WHO CANNOT OR DO NOT HAVE ACCESS TO AVAILABLE RESOURCES, THE STRUGGLE CAN SEEM UNBEARABLE. WHEN OUR MENTAL HEALTH STRUGGLES EVERY OTHER AREA IN OUR LIFE DOES AS WELL. AS MENTIONED PREVIOUSLY, THERE WERE 2,149 INDIVIDUALS WHO TOOK THE 2022 CHA SURVEY, WITH 888 INDIVIDUALS REPORTING THAT MENTAL HEALTH I.E., ANXIETY AND DEPRESSION WAS THE MOST CONCERNING ISSUE THAT AFFECTED THEM PERSONALLY OR THEIR FAMILY.WHEN PLANNING STRATEGIES AROUND IMPROVING MENTAL HEALTH, IT IS ESSENTIAL TO HAVE A DIVERSE GROUP AT HAND. METHODS BY WHICH YOU APPROACH MENTAL HEALTH WILL VARY BETWEEN CULTURES AND CULTURAL COMPETENCY MUST BE TAKEN INTO CONSIDERATION.ONE QUESTION FROM THE 2020 BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS) SURVEY WAS, "DURING THE PAST 30 DAYS, FOR ABOUT HOW MANY DAYS DID POOR PHYSICAL OR MENTAL HEALTH KEEP YOU FROM DOING YOUR USUAL ACTIVITIES, SUCH AS SELF-CARE, WORK, OR RECREATION?" REGIONS 1 AND 2 HAD COMBINED DATA, WITH BURKE COUNTY FALLING UNDER REGION 2. THE RESULTS WERE AS FOLLOWS:- 683 TOTAL RESPONDENTS (FOR BOTH REGIONS 1 AND 2)- 298 MALE, 385 FEMALE- 561 (NON-HISPANIC, WHITE), 24 (NON-HISPANIC, BLACK), 98 (OTHER)- 213 (18-44 YEARS OLD), 218 (45-64 YEARS OLD), 238 (65 AND OLDER)- 261 (HIGH SCHOOL DEGREE OR LESS), 191 (SOME POST-SECONDARY EDUCATION), 229 (COLLEGE GRADUATE)- 33 PEOPLE SAID DURING THE PAST 30 DAYS, THEY HAVE HAD 30 POOR PHYSICAL OR MENTAL HEALTH DAYS- 51 PEOPLE SAID DURING THE PAST 30 DAYS, THEY HAVE HAD 8-29 POOR PHYSICAL OR MENTAL HEALTH DAYS- 43 PEOPLE SAID DURING THE PAST 30 DAYS, THEY HAVE HAD 3-7 POOR PHYSICAL OR MENTAL HEALTH DAYS- 33 PEOPLE SAID DURING THE PAST 30 DAYS, THEY HAVE HAD 1-2 POOR PHYSICAL OR MENTAL HEALTH DAYS- 523 PEOPLE SAID DURING THE PAST 30 DAYS, THEY HAVE HAD NO POOR PHYSICAL OR MENTAL HEALTH DAYS2) SUBSTANCE USE DISORDEROVER THE LAST 6 YEARS, SUBSTANCE USE DISORDER HAS CARRIED OVER AS ONE OF THE TOP THREE PRIORITY HEALTH ISSUES IN BURKE COUNTY, NC. ACCORDING TO HEALTHY COMMUNITIES NC, DURING THE YEARS OF 2012-2019, BURKE COUNTY WAS ONE OF TWO COUNTIES IN NC THAT HAD THE HIGHEST RATE OF DRUG OVERDOSE DEATHS IN THE WESTERN REGION.STATEWIDE, BURKE RANKED SECOND AS THE COUNTY WITH THE MOST DRUG OVERDOSE DEATHS IN 2012- 2019. FROM 2011 TO APPROXIMATELY 2018, COMMONLY PRESCRIBED OPIOID MEDICATIONS WERE THE PRIMARY CONTRIBUTING FACTOR IN OVERDOSE DEATHS IN BURKE COUNTY. SINCE 2018, HEROIN AND/OR FENTANYL OVERDOSE DEATHS HAVE TAKEN A SHARP INCREASE.3) OBESITY WITH RISK FACTORSOBESITY IS A SERIOUS CHRONIC DISEASE. THE PREVALENCE OF OBESITY CONTINUES TO INCREASE THROUGHOUT THE UNITED STATES WITH 1 IN 5 CHILDREN AND MORE THAN 1 IN 3 ADULTS AFFECTED. ACCORDING TO COUNTY HEALTH RANKINGS 2022, 36% OF ADULTS IN BURKE COUNTY ARE OBESE. OBESITY OPENS THE DOOR TO MANY OTHER HEALTH COMPLICATIONS SUCH AS TYPE 2 DIABETES, HIGH BLOOD PRESSURE, LOSS OF BONE DENSITY, JOINT PAIN, AND MORE. SURPRISINGLY, ON AN ANNUAL BASIS, OBESITY COSTS THE U.S. HEALTHCARE SYSTEM NEARLY 173 BILLION DOLLARS. LIKE MENTAL HEALTH AND SUBSTANCE USE DISORDER, THERE ARE MANY FACTORS THAT DRIVE OBESITY RATES HIGHER AND HIGHER. FINDINGS FROM THE 2022 CHA SURVEY REVEALED THAT OVERWEIGHT/OBESITY WAS THE SECOND MOST POPULAR CONCERNING HEALTH ISSUE WITHIN THE LAST YEAR (QUESTION 8). MANY PARTICIPANTS LEFT COMMENTS EXPLAINING HOW UNWANTED WEIGHT GAIN OCCURRED PERSONALLY AND WITHIN THEIR FAMILY DURING THE "STAY AT HOME ORDER GIVEN AT THE START OF THE PANDEMIC.RECENT DATA SHOWS THAT BURKE COUNTY HAS MADE IMPROVEMENTS OVER THE LAST FIVE YEARS ON ITS PHYSICAL ENVIRONMENT WITH ACCESS TO SEVERAL NEW WALKING TRAILS, PARKS, AND FITNESS CENTERS. THEREFORE, AN IMPORTANT QUESTION WE MUST ASK IS, "WHO DOES NOT HAVE ACCESS THAT NEEDS OR WANTS ACCESS?" JUST BECAUSE WE HAVE IMPROVED IN PROVIDING PEOPLE WITH PLACES TO PARTAKE IN PHYSICAL ACTIVITY DOES NOT MEAN IT IS ACCESSIBLE TO ALL WHO NEED IT.ONE OF THE MOST SIGNIFICANT FACTORS IN OBESITY RATES IS ACCESS TO FRESH FRUITS AND VEGETABLES. SEVERAL SECTIONS OF BURKE COUNTY ARE CONSIDERED FOOD DESERTS, MEANING THERE IS LIMITED ACCESS TO AFFORDABLE AND FRESH FOODS.IN COMPARISON TO THE REST OF THE STATE, BURKE COUNTY RANKED 33RD OUT OF 100 COUNTIES WITH A FOOD HARDSHIP INDEX OF 0.27 IN 2020.MANY FACTORS MUST BE TAKEN INTO CONSIDERATION WHEN STRATEGIZING WAYS TO LOWER OBESITY RATES, INCLUDING:- ACCESSIBILITY TO FRESH FRUIT AND VEGETABLES- EDUCATION ON HOW TO PREPARE HEALTHY MEALS AT HOME- ACCESSIBLE STREETS/SIDEWALKS THAT ARE WALKABLE AND SAFE FOR INDIVIDUALS AND THEIR FAMILIES- PRIMARY CARE ACCESS- CHRONIC DISEASE MANAGEMENT- ADVERSE CHILDHOOD EXPERIENCE (ACE) SCORES- MENTAL HEALTH HISTORY BR VALDESE PART V, SECTION B, LINE 11: THE BURKE WELLNESS INITIATIVE AND ADDITIONAL COMMUNITY PARTNERS REVIEWED THE HEALTH AND SOCIAL ISSUES IDENTIFIED IN THE RESULTS OF THE COMMUNITY SURVEY AND FOCUS GROUPS. THE GROUP PARTICIPATED IN A PRIORITIZATION EXERCISE TO DETERMINE THE PRIORITIES TO DEVELOP INTO A COMPREHENSIVE COMMUNITY HEALTH IMPROVEMENT PLAN. THE TOP THREE PRIORITIES IDENTIFIED FOR THE 2022 CHNA ARE:1) MENTAL HEALTHMENTAL HEALTH HAS CONTINUED TO BE A HEALTH OUTCOME OF CONCERN AND THE COVID-19 PANDEMIC ONLY EXACERBATED THIS ISSUE. POOR MENTAL HEALTH AFFECTS EVERYONE AT SOME POINT, BUT FOR THOSE WHO CANNOT OR DO NOT HAVE ACCESS TO AVAILABLE RESOURCES, THE STRUGGLE CAN SEEM UNBEARABLE. WHEN OUR MENTAL HEALTH STRUGGLES EVERY OTHER AREA IN OUR LIFE DOES AS WELL. AS MENTIONED PREVIOUSLY, THERE WERE 2,149 INDIVIDUALS WHO TOOK THE 2022 CHA SURVEY, WITH 888 INDIVIDUALS REPORTING THAT MENTAL HEALTH I.E., ANXIETY AND DEPRESSION WAS THE MOST CONCERNING ISSUE THAT AFFECTED THEM PERSONALLY OR THEIR FAMILY.WHEN PLANNING STRATEGIES AROUND IMPROVING MENTAL HEALTH, IT IS ESSENTIAL TO HAVE A DIVERSE GROUP AT HAND. METHODS BY WHICH YOU APPROACH MENTAL HEALTH WILL VARY BETWEEN CULTURES AND CULTURAL COMPETENCY MUST BE TAKEN INTO CONSIDERATION.ONE QUESTION FROM THE 2020 BEHAVIORAL RISK FACTOR SURVEILLANCE SYSTEM (BRFSS) SURVEY WAS, "DURING THE PAST 30 DAYS, FOR ABOUT HOW MANY DAYS DID POOR PHYSICAL OR MENTAL HEALTH KEEP YOU FROM DOING YOUR USUAL ACTIVITIES, SUCH AS SELF-CARE, WORK, OR RECREATION?" REGIONS 1 AND 2 HAD COMBINED DATA, WITH BURKE COUNTY FALLING UNDER REGION 2. THE RESULTS WERE AS FOLLOWS:- 683 TOTAL RESPONDENTS (FOR BOTH REGIONS 1 AND 2)- 298 MALE, 385 FEMALE- 561 (NON-HISPANIC, WHITE), 24 (NON-HISPANIC, BLACK), 98 (OTHER)- 213 (18-44 YEARS OLD), 218 (45-64 YEARS OLD), 238 (65 AND OLDER)- 261 (HIGH SCHOOL DEGREE OR LESS), 191 (SOME POST-SECONDARY EDUCATION), 229 (COLLEGE GRADUATE)- 33 PEOPLE SAID DURING THE PAST 30 DAYS, THEY HAVE HAD 30 POOR PHYSICAL OR MENTAL HEALTH DAYS- 51 PEOPLE SAID DURING THE PAST 30 DAYS, THEY HAVE HAD 8-29 POOR PHYSICAL OR MENTAL HEALTH DAYS- 43 PEOPLE SAID DURING THE PAST 30 DAYS, THEY HAVE HAD 3-7 POOR PHYSICAL OR MENTAL HEALTH DAYS- 33 PEOPLE SAID DURING THE PAST 30 DAYS, THEY HAVE HAD 1-2 POOR PHYSICAL OR MENTAL HEALTH DAYS- 523 PEOPLE SAID DURING THE PAST 30 DAYS, THEY HAVE HAD NO POOR PHYSICAL OR MENTAL HEALTH DAYS2) SUBSTANCE USE DISORDEROVER THE LAST 6 YEARS, SUBSTANCE USE DISORDER HAS CARRIED OVER AS ONE OF THE TOP THREE PRIORITY HEALTH ISSUES IN BURKE COUNTY, NC. ACCORDING TO HEALTHY COMMUNITIES NC, DURING THE YEARS OF 2012-2019, BURKE COUNTY WAS ONE OF TWO COUNTIES IN NC THAT HAD THE HIGHEST RATE OF DRUG OVERDOSE DEATHS IN THE WESTERN REGION.STATEWIDE, BURKE RANKED SECOND AS THE COUNTY WITH THE MOST DRUG OVERDOSE DEATHS IN 2012- 2019. FROM 2011 TO APPROXIMATELY 2018, COMMONLY PRESCRIBED OPIOID MEDICATIONS WERE THE PRIMARY CONTRIBUTING FACTOR IN OVERDOSE DEATHS IN BURKE COUNTY. SINCE 2018, HEROIN AND/OR FENTANYL OVERDOSE DEATHS HAVE TAKEN A SHARP INCREASE.3) OBESITY WITH RISK FACTORSOBESITY IS A SERIOUS CHRONIC DISEASE. THE PREVALENCE OF OBESITY CONTINUES TO INCREASE THROUGHOUT THE UNITED STATES WITH 1 IN 5 CHILDREN AND MORE THAN 1 IN 3 ADULTS AFFECTED. ACCORDING TO COUNTY HEALTH RANKINGS 2022, 36% OF ADULTS IN BURKE COUNTY ARE OBESE. OBESITY OPENS THE DOOR TO MANY OTHER HEALTH COMPLICATIONS SUCH AS TYPE 2 DIABETES, HIGH BLOOD PRESSURE, LOSS OF BONE DENSITY, JOINT PAIN, AND MORE. SURPRISINGLY, ON AN ANNUAL BASIS, OBESITY COSTS THE U.S. HEALTHCARE SYSTEM NEARLY 173 BILLION DOLLARS. LIKE MENTAL HEALTH AND SUBSTANCE USE DISORDER, THERE ARE MANY FACTORS THAT DRIVE OBESITY RATES HIGHER AND HIGHER. FINDINGS FROM THE 2022 CHA SURVEY REVEALED THAT OVERWEIGHT/OBESITY WAS THE SECOND MOST POPULAR CONCERNING HEALTH ISSUE WITHIN THE LAST YEAR (QUESTION 8). MANY PARTICIPANTS LEFT COMMENTS EXPLAINING HOW UNWANTED WEIGHT GAIN OCCURRED PERSONALLY AND WITHIN THEIR FAMILY DURING THE "STAY AT HOME ORDER GIVEN AT THE START OF THE PANDEMIC.RECENT DATA SHOWS THAT BURKE COUNTY HAS MADE IMPROVEMENTS OVER THE LAST FIVE YEARS ON ITS PHYSICAL ENVIRONMENT WITH ACCESS TO SEVERAL NEW WALKING TRAILS, PARKS, AND FITNESS CENTERS. THEREFORE, AN IMPORTANT QUESTION WE MUST ASK IS, "WHO DOES NOT HAVE ACCESS THAT NEEDS OR WANTS ACCESS?" JUST BECAUSE WE HAVE IMPROVED IN PROVIDING PEOPLE WITH PLACES TO PARTAKE IN PHYSICAL ACTIVITY DOES NOT MEAN IT IS ACCESSIBLE TO ALL WHO NEED IT.ONE OF THE MOST SIGNIFICANT FACTORS IN OBESITY RATES IS ACCESS TO FRESH FRUITS AND VEGETABLES. SEVERAL SECTIONS OF BURKE COUNTY ARE CONSIDERED FOOD DESERTS, MEANING THERE IS LIMITED ACCESS TO AFFORDABLE AND FRESH FOODS.IN COMPARISON TO THE REST OF THE STATE, BURKE COUNTY RANKED 33RD OUT OF 100 COUNTIES WITH A FOOD HARDSHIP INDEX OF 0.27 IN 2020.MANY FACTORS MUST BE TAKEN INTO CONSIDERATION WHEN STRATEGIZING WAYS TO LOWER OBESITY RATES, INCLUDING:- ACCESSIBILITY TO FRESH FRUIT AND VEGETABLES- EDUCATION ON HOW TO PREPARE HEALTHY MEALS AT HOME- ACCESSIBLE STREETS/SIDEWALKS THAT ARE WALKABLE AND SAFE FOR INDIVIDUALS AND THEIR FAMILIES- PRIMARY CARE ACCESS- CHRONIC DISEASE MANAGEMENT- ADVERSE CHILDHOOD EXPERIENCE (ACE) SCORES- MENTAL HEALTH HISTORY BR MORGANTON PART V, SECTION B, LINE 16J: PATIENT ROOM VISIT FROM FINANCIAL COUNSELOR AND SOCIAL WORKER, OVERVIEW OF FINANCIAL ASSISTANCE POLICY, AND CONTACT INFORMATION ON WEBSITE AND PATIENT STATEMENTS. BR VALDESE PART V, SECTION B, LINE 16J: PATIENT ROOM VISIT FROM FINANCIAL COUNSELOR AND SOCIAL WORKER, OVERVIEW OF FINANCIAL ASSISTANCE POLICY, AND CONTACT INFORMATION ON WEBSITE AND PATIENT STATEMENTS. BR MORGANTON PART V, SECTION B, LINE 20E: MONTHLY STATEMENTS REFERENCE THE PHONE NUMBERS TO CALL FOR FINANCIAL ASSISTANCE. BR VALDESE PART V, SECTION B, LINE 20E: MONTHLY STATEMENTS REFERENCE THE PHONE NUMBERS TO CALL FOR FINANCIAL ASSISTANCE. PART V, SECTION B, LINES 7A AND 10 A (BOTH FACILITIES) HTTPS://WWW.UNCHEALTHBLUERIDGE.ORG/ABOUT-US/COMMUNITY-BENEFIT/ PART V, SECTION B, LINES 16A-C (BOTH FACILITIES) HTTPS://WWW.UNCHEALTHBLUERIDGE.ORG/PATIENTS-VISITORS/FINANCIAL-ASSISTANCE/ 4 1 - BR SOUTHEAST PAIN CARE 2134 14TH AVENUE CIRCLE NW HICKORY NC 28601 PROVIDER-BASED PAIN CARE CENTER 2 - BR REHABILITATION & PHYSICAL MED 137 W PARKER RD MORGANTON NC 28655 OUTPATIENT REHAB CENTER (PT, OT, AND ST SERVICES) 3 - BR GERIATRICS 2209 S STERLING ST SUITE 330 MORGANTON NC 28655 MEDICAL SERVICES FOR GERIATRIC PATIENTS 4 - MOUNTAIN VALLEY HEALTH CLINIC 117 FOOTHILLS DRIVE MORGANTON NC 28655 FAMILY MEDICAL PRACTICE PART I, LINE 3C: BLUE RIDGE HEALTHCARE HOSPITALS PROVIDES FINANCIAL ASSISTANCE TO NORTH CAROLINA RESIDENTS WITH A HOUSEHOLD INCOME, INCLUDING ASSETS, AT OR BELOW 300% FOR THE FEDERAL POVERTY GUIDELINE FOR EACH FAMILY'S SIZE. PATIENTS ARE SCREENED FOR PRESUMPTIVE ELIGIBILITY AT THE TIME OF REGISTRATION, THOSE THAT QUALIFY WILL AUTOMATICALLY BE ADJUSTED ONCE THE ACCOUNT HAS DROPPED TO A BILLING STATUS.PART I, LINE 6A:COMMUNITY BENEFIT REPORT IS PREPARED FOR BLUE RIDGE HEALTHCARE SYSTEM (BRHS) WHICH INCLUDES UNC HEALTH BLUE RIDGE MORGANTON (FORMERLY GRACE HOSPITAL) AND UNC HEALTH BLUE RIDGE VALDESE (FORMERLY VALDESE GENERAL HOSPITAL). PART III, LINE 2: BAD DEBT COST FROM LINE 2 IS BASED ON TOTAL BAD DEBT EXPENSE MULTIPLIED BY THE COST-TO-CHARGE RATIO. TO COMPLY WITH THE HEALTHCARE ACCESS AND STABILIZATION PROGRAM (HASP) REQUIREMENTS FOR FY2025, THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES MANDATED ALL NORTH CAROLINA HOSPITALS TO ATTEST TO IMPLEMENTING A STANDARDIZED, ENHANCED MEDICAL DEBT POLICY. THIS APPLIES TO NORTH CAROLINA RESIDENTS WHO ARE ACTIVELY ENROLLED IN MEDICAID OR MANAGED MEDICAID OR FALL BELOW CERTAIN FEDERAL POVERTY LEVELS. HISTORICAL DEBT REMAINING IN OUR SYSTEM WAS IMPACTED. IN FY2025, THE FILING ORGANIZATION IMPLEMENTED THE NORTH CAROLINA MEDICAL DEBT RELIEF AND MITIGATION POLICY AS REQUIRED BY HASP. THIS POLICY REDUCED BAD DEBT EXPENSE AND INCREASED CHARITY CARE FOR THE FILING YEAR. PART III, LINE 3: THE ORGANIZATION'S BAD DEBT DOES NOT INCLUDE ANY AMOUNTS ATTRIBUTABLE TO THOSE PATIENTS WHO APPLIED FOR AND RECEIVED FINANCIAL ASSISTANCE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY PART III, LINE 4: UNINSURED DISCOUNTS AND BAD DEBTS INCLUDED THE COST OF SERVICES PROVIDED TO UNINSURED OR UNDERINSURED PATIENTS AND TO PATIENTS WHO OTHERWISE DO NOT PAY FOR THEIR HEALTHCARE SERVICES. THE MISSION OF BRHS IS TO CREATE AND OPERATE A HEALTH SYSTEM TO PROVIDE HOSPITAL, ACUTE AND EMERGENCY CARE, INPATIENT PSYCHIATRIC SERVICES, AND PHYSICIAN SERVICES FOR THE BENEFIT OF THE COMMUNITY IT SERVES. COMMITMENT TO THIS MISSION REQUIRES BOTH AN INVESTMENT IN AND A PARTNERSHIP WITH THE COMMUNITY WITHIN WHICH BRHS OPERATES. PART III, LINE 8: THE MEDICARE COST REPORT IS PREPARED USING THE AUDITED TRIAL BALANCE FOR BLUE RIDGE HEALTHCARE HOSPITALS, INC. THE COST REPORT IS PREPARED IN ACCORDANCE WITH ALL APPLICABLE RULES AND REGULATIONS. AS A 501(C)(3) ORGANIZATION, BLUE RIDGE HEALTHCARE HOSPITALS ACCEPTS ALL PATIENTS WITHOUT REGARD TO THE INSURANCE OR LACK OF INSURANCE. PART III, LINE 9B: BLUE RIDGE HEALTHCARE FACILITIES OFFER FINANCIAL ASSISTANCE THROUGH OUR CHARITY POLICY, BASED ON THE CURRENT FEDERAL POVERTY GUIDELINES (FPG), TO PATIENTS AND GUARANTORS. THOSE APPROVED FOR FINANCIAL ASSISTANCE ARE ELIGIBLE FOR DISCOUNTS APPLIED TO BALANCES OWED AFTER INSURANCE, AS WELL AS SELF-PAY BALANCES REMAINING AFTER OUR UNINSURED DISCOUNT IS APPLIED. PATIENTS WHOSE HOUSEHOLD INCOME IS LESS THAN 300% OF FEDERAL POVERTY GUIDELINES ARE ELIGIBLE FOR 100% ADJUSTMENT OF REMAINING BALANCES. PATIENTS ARE SCREENED FOR PRESUMPTIVE ELIGIBILITY AT THE TIME OF REGISTRATION, THOSE THAT QUALIFY WILL AUTOMATICALLY BE ADJUSTED ONCE THE ACCOUNT HAS DROPPED TO A BILLING STATUS. THIS POLICY IS PUBLICIZED IN PATIENT REGISTRATION AREAS, ON BILLING STATEMENTS, AND IS AVAILABLE ON OUR WEB SITE. PATIENTS NOT ELIGIBLE FOR CHARITY OR WHO HAVE A BALANCE OWED AFTER THE APPLICATION OF CHARITY OR UNINSURED DISCOUNT ARE SENT STATEMENTS AND/OR COLLECTION LETTERS AT LEAST EVERY 30 DAYS UNTIL THE BALANCE OWED IS PAID OR SUITABLE, LONGER-TERM PAYMENT ARRANGEMENTS ARE MADE. ACCOUNTS THAT DO NOT HAVE SUITABLE PAYMENT ARRANGEMENTS ESTABLISHED, THAT ARE OLDER THAN 120 DAY FROM THE FIRST PATIENT STATEMENT ARE ELIGIBLE FOR OUTSIDE COLLECTION ACTIVITY. ALL PATIENTS ARE NOTIFIED OF POSSIBLE COLLECTION ASSIGNMENT AT LEAST 30 DAYS BEFORE AN ASSIGNMENT IS MADE. IF A PATIENT REQUESTS FINANCIAL ASSISTANCE AFTER THE STATEMENT PROCESS BEGINS, THE ACCOUNT IS PLACED ON HOLD UNTIL A DETERMINATION OF ELIGIBILITY IS MADE. PART VI, LINE 2: BLUE RIDGE HEALTHCARE HOSPITALS PERFORMS OUTREACH SERVICES AND HEALTH EDUCATION OPPORTUNITIES FOR THE COMMUNITY SERVED. FEEDBACK FROM THESE EFFORTS ALONG WITH THE EVALUATION OF THE PATIENTS SERVED ARE CONSIDERED IN ASSESSING THE COMMUNITIES HEALTH CARE NEEDS. IN ADDITION, THE ORGANIZATION HAS CONDUCTED EXTENSIVE RESEARCH INTO THE AREAS MOST SERIOUS HEALTH THREATS AND DEVELOPED A PLAN TO FOCUS ATTENTION ON THESE ISSUES. PART VI, LINE 3: ALL SELF PAY INPATIENTS ARE SCREENED FOR FINANCIAL ASSISTANCE BY THE FINANCIAL COUNSELORS DURING THEIR STAY. DIAGNOSTIC, ER, AND THERAPEUTIC OUTPATIENT SERVICES ARE ALSO ELIGIBLE FOR FINANCIAL ASSISTANCE AND-OR CHARITY UPON APPLICATION BY THE PATIENT OR RESPONSIBLE PARTY. MONTHLY STATEMENTS AND WEBSITE REFERENCE THE PHONE NUMBERS TO CALL FOR FINANCIAL ASSISTANCE. PART VI, LINE 4: BRHCS PRIMARY SERVICE AREA INCLUDES BURKE COUNTY; PATIENTS FROM A NUMBER OF OTHER OUTLYING COUNTIES ARE ALSO SERVED BY BRHC. THE POPULATION IS PREDOMINANTLY CAUCASIAN. SIGNIFICANT MINORITIES INCLUDE HMONG, AFRICAN-AMERICAN AND HISPANIC RESIDENTS. THE AREA IS ECONOMICALLY DEPRESSED DUE TO THE LOSS OF TRADITIONAL FURNITURE AND TEXTILE INDUSTRIES. PART VI, LINE 5: BRHC IS GOVERNED BY A VOLUNTEER COMMUNITY BOARD OF DIRECTORS. BRHC SYSTEM IS SERVED BY OPEN MEDICAL STAFFS. THE SYSTEM IS ALSO SUPPORTED BY A GROWING BRHC VOLUNTEERS CORPS WHO CONTRIBUTE THOUSANDS OF HOURS IN SERVICE ANNUALLY. BRHC ACTIVELY RECRUITS PRIMARY CARE PHYSICIANS AND PHYSICIAN SPECIALISTS TO MEET SPECIFIC MEDICAL NEEDS IN THE COMMUNITY. PART VI, LINE 6: BLUE RIDGE HEALTHCARE HOSPITALS IS PART OF BLUE RIDGE HEALTHCARE SYSTEM. BLUE RIDGE SERVES BURKE COUNTY, NC AND SURROUNDING COUNTIES. PART VI, LINE 7, REPORTS FILED WITH STATES NC 1 BLUE RIDGE HEALTH FOUNDATION 2201 SOUTH STERLING STREET MORGANTON NC 28655 582063920 501(C)(3) 31150 0 GENERAL SUPPORT LEARFIELD COMMUNICATIONS LLC 2400 DALLAS PARKWAY STE 500 PLANO TX 75093 470911648 OTHER 100000 0 APP STATE SPONSORSHIP HICKORY CRAWDADS 2500 CLEMENT BLVD NW HICKORY NC 28601 561793326 OTHER 25000 0 GENERAL SUPPORT AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 135613797 501(C)(3) 10000 0 GENERAL SUPPORT YMCA OF WESTERN NC 40 N MERRIMON AVE STE 309 ASHEVILLE NC 28804 560530013 501(C)(3) 10000 0 GENERAL SUPPORT BURKE COUNTY CHAMBER OF COMMERCE 110 EAST MEETING STREET MORGANTON NC 28655 560477413 501(C)(6) 15985 0 GENERAL SUPPORT BURKE UNITED CHRISTIAN MINISTRIES 305 B WEST UNTION ST MORGANTON NC 28655 591771449 501(C)(3) 10000 0 GENERAL SUPPORT BELMONT ABBEY COLLEGE 100 BELMONT MOUNT HOLLY ROAD BELMONT NC 28012 560547498 501(C)(3) 5000 0 GENERAL SUPPORT HISTORIC MORGANTON FESTIVAL PO BOX 1472 MORGANTON NC 28655 581371611 501(C)(3) 35000 0 GENERAL SUPPORT GOOD SAMARITIN CLINIC 305 WEST UNTION ST MORGANTON NC 28655 561939030 501(C)(3) 43122 0 MCKESSON DRUG PURCHASES MORGANTON ROTARY CLUB PO BOX 294 MORGANTON NC 28655 566062672 501(C)(4) 5500 0 GENERAL SUPPORT YMCA OF CATAWBA VALLEY INC 315 1ST AVENUE NW SUITE 104 HICKORY NC 28601 560928743 501(C)(3) 5900 0 GENERAL SUPPORT 8 4 PART I, LINE 2: ALL GRANTS ARE APPROVED BY A UNC HEALTH BLUE RIDGE MANAGER, DIRECTOR, VP OR CEO BASED ON MONETARY AMOUNT BEFORE PAYMENT IS PROCESSED AND DISTRIBUTED. ALL GRANTS ARE MADE TO COMPLEMENT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION. X 1 1 X X 0 1 0 0 0 1 1 0 0 KATHY BAILEY PRESIDENT & CEO (THRU 8/2024) 476717 0 349858 0 2638 0 0 0 7606 0 836819 0 0 0 ANTHONY FRANK CMO - MED AFFAIRS & MED STAFF SVCS 529953 0 142017 0 42189 0 13065 0 66859 0 794083 0 13879 0 THOMAS EURE CHIEF LEGAL OFFICER - SVP CORPORATE 324465 0 110376 0 9311 0 13461 0 48696 0 506309 0 7971 0 GANDHARI LOOMIS DO BOARD MEMBER 0 373738 0 88487 0 315 0 8771 0 0 0 471311 0 0 JON MERCER SR. VP OPERATIONS/COO 295092 0 114055 0 2690 0 12400 0 46740 0 470977 0 0 0 PATRICIA MOLL CFO 284698 0 106697 0 18398 0 13800 0 37359 0 460952 0 16497 0 BARRY NELSON CHIEF NURSING OFFICER 306476 0 89037 0 1978 0 9891 0 6734 0 414116 0 0 0 ANDREW THOMAS CHIEF AMBULATORY OFFICER - VP MED GP 237014 0 88301 0 3564 0 9600 0 11390 0 349869 0 3336 0 MARK PITMAN CHIEF HUMAN RESOURCES OFFICER 224246 0 83518 0 14250 0 12421 0 11212 0 345647 0 0 0 ERIN LEDOUX RN FLOAT LEVEL 4 183582 0 16083 0 96 0 1775 0 43849 0 245385 0 0 0 AMANDA TAYLOR EXEC. DIR. ONCOLOGY AND PHARMACY SVC 190710 0 25710 0 175 0 8882 0 14098 0 239575 0 0 0 JILL RYAN EXEC. DIRECTOR OF QUALITY 167051 0 22328 0 619 0 7691 0 10298 0 207987 0 0 0 ALEXANDRIA POWELL MANAGER - PHARMACY 151774 0 8618 0 911 0 6834 0 33869 0 202006 0 0 0 BETH MILLER EXEC. DIR. REVENUE CYCLE 150378 0 20414 0 542 0 3789 0 12404 0 187527 0 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 THE ORGANIZATION'S COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION PACKAGE. GARY PAXSON, CEO, IS AN EMPLOYEE OF AND IS COMPENSATED BY UNC HEALTH. PART I, LINE 4B THOMAS EURE'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $7,971 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457(F) PLAN ANTHONY FRANK JR.'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $13,879 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457(F) PLAN JONATHAN MERCER'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $2,000 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457(F) PLAN BARRY NELSON'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $1,611 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457(F) PLAN ANDREW THOMAS II'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $3,336 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457(F) PLAN PATRICIA MOLL'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $16,497 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457(F) PLAN MARK PITTMAN'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $13,337 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457(F) PLAN PART I, LINE 6 BONUSES ARE PAID IF THE ORGANIZATION'S RESULTS MEET CERTAIN PERFORMANCE INDICATORS. 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 REVIEW THE PREPARED FORM 990 BEFORE IT IS FILED WITH THE IRS. A DRAFT OF FORM 990 IS 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 CEO IS AN EMPLOYEE OF UNC HEALTH, WHICH HAS A MANAGEMENT CONTRACT WITH THE ORGANIZATION. THE CEO'S COMPENSATION IS PAID BY UNC HEALTH THE ORGANIZATION'S COMPENSATION COMMITTEE REVIEWED AND APPROVED THE COMPENSATION PACKAGE DURING THE FISCAL YEAR ENDING JUNE 30, 2025. FORM 990, PART VI, SECTION C, LINE 19 BY-LAWS ARE AVAILABLE UPON REQUEST THROUGH CORPORATE COUNSEL. ARTICLES OF INCORPORATION ARE FILED WITH NC 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 VIII, LINE 2 TO COMPLY WITH THE HEALTHCARE ACCESS AND STABILIZATION PROGRAM (HASP) REQUIREMENTS FOR FY2025, THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES MANDATED ALL NORTH CAROLINA HOSPITALS TO ATTEST TO IMPLEMENTING A STANDARDIZED, ENHANCED MEDICAL DEBT POLICY. THIS APPLIES TO NORTH CAROLINA RESIDENTS WHO ARE ACTIVELY ENROLLED IN MEDICAID OR MANAGED MEDICAID OR FALL BELOW CERTAIN FEDERAL POVERTY LEVELS. HISTORICAL DEBT REMAINING IN OUR SYSTEM WAS IMPACTED. IN FY2025, THE FILING ORGANIZATION IMPLEMENTED THE NORTH CAROLINA MEDICAL DEBT RELIEF AND MITIGATION POLICY AS REQUIRED BY HASP. THIS POLICY REDUCED BAD DEBT EXPENSE AND INCREASED CHARITY CARE FOR THE FILING YEAR. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 33,408,919. MANAGEMENT AND GENERAL EXPENSES 8,352,230. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,761,149. FORM 990, PART XI, LINE 9: NET ASSETS RELEASED -39,483. FORM 990, PART XII, LINE 2C NO CHANGES FOR APPROVING AUDITED FINANCIAL STATEMENTS OR SELECTION OF INDEPENDENT ACCOUNTANTS HAVE OCCURRED FROM THE PRIOR YEAR. VALDESE NURSING HOME INC 95 LOCUST STREET CONNELLY SPRINGS NC 28612 581978560 HEALTHCARE NC 501(C)(3) LINE 10 N/A 0 GRACE LIFECARE INC 500 LENOIR ROAD MORGANTON NC 28655 561722754 HEALTHCARE NC 501(C)(3) LINE 10 N/A 0 GRACE NURSING CENTER INC 109 FOOTHILLS DRIVE MORGANTON NC 28655 561838369 HEALTHCARE NC 501(C)(3) LINE 10 N/A 0 GRACE PROPERTIES INC 500 LENOIR ROAD MORGANTON NC 28655 561727514 HEALTHCARE NC 501(C)(3) LINE 12A, I N/A 0 BLUE RIDGE HEALTHCARE FOUNDATION INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 582063920 HEALTHCARE NC 501(C)(3) LINE 7 N/A 0 BLUE RIDGE HEALTHCARE MEDICAL GROUP INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 020777195 HEALTHCARE NC 501(C)(3) LINE 10 N/A 0 BLUE RIDGE HEALTHCARE SYSTEMS INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 562150313 HEALTHCARE NC 501(C)(3) LINE 12B, II N/A 0 BLUE RIDGE CARDIOLOGY 2201 SOUTH STERLING STREET MORGANTON NC 28655 753158601 CARDIAC CATHETERIZATION SERVICES NC BRHC & MEDCATH RELATED 21530 380732 0 0 0.50000 GRACE HEALTH VENTURES INC 2201 SOUTH STERLING STREET MORGANTON NC 28655 561581317 COMMERCIAL REAL ESTATE RENTAL NC BLUE RIDGE HEALTHCARE SYSTEM C 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 0 0