2024-04-22T12:39:27-05:00 2023-06-30 BDO USA 421 Fayetteville Street Suite 300 Raleigh NC 27601 990 2022-07-01 560554202 Caldwell Memorial Hospital Inc % KAREN SHADOWENS CALD 8287575100 321 Mulberry Street SW Lenoir NC 28645 Karen Shadowens CFO 8287575100 2024-04-17 true Karen Shadowens 999009999 SANDRA L FEINSMITH P01064157 9192781936 2024-04-17 2 2022 2023-04-26 12:10:37Z UNC HEALTH CALDWELL David A Lowry MD 321 Mulberry Street SW Lenoir NC 28645 191991776 false X www.caldwellmemorial.org X 1945 NC TO PROVIDE SAFE, EFFECTIVE, COMPASSIONATE CARE AND TO PROMOTE HEALTHY LIFESTYLES TO OUR COMMUNITY . 16 10 1195 65 755193 0 262545 362350 170098117 188442733 268850 427965 8689616 2758728 179319128 191991776 0 0 0 0 83030181 87875842 0 0 0 92845408 100987017 175875589 188862859 3443539 3128917 122705147 123292390 48225066 45683392 74480081 77608998 X TO PROVIDE SAFE, EFFECTIVE, COMPASSIONATE CARE AND TO PROMOTE HEALTHY LIFESTYLES TO OUR COMMUNITY. false false 165661576 0 189575657 SINCE OPENING IN 1951, CALDWELL MEMORIAL HOSPITAL, INC. HAS CONTINUED TO GROW AND CHANGE IN ORDER TO BETTER MEET THE NEEDS OF OUR COMMUNITY. THE MISSION OF CALDWELL MEMORIAL HOSPITAL, INC. IS TO PROVIDE SAFE, EFFECTIVE, COMPASSIONATE CARE AND TO PROMOTE HEALTHY LIFESTYLES TO OUR COMMUNITY. ANCHORED BY A 137-BED ACUTE CARE FACILITY, CALDWELL MEMORIAL HOSPITAL, INC.'S SERVICES INCLUDE A VAST ARRAY OF MEDICAL AND SURGICAL SERVICES. AMONG SERVICES OFFERED, BUT BY NO MEANS A COMPLETE LIST, ARE CAROTID ARTERY STENTING; CARDIOVASCULAR AND ENDOVASCULAR CARE; RADIATION ONCOLOGY; COMPUTER-ASSISTED ORTHOPEDIC SURGERY; NEUROLOGY AND MEMORY CARE; PAIN MANAGEMENT; A FULLY STAFFED 24-HOUR EMERGENCY DEPARTMENT; CALDWELL PHYSICIANS CLINICS CONVENIENTLY LOCATED COUNTY-WIDE; DIAGNOSTIC SERVICES; OUTPATIENT SURGERY; PLUS URGENT CARE; AND THE QUEST 4 LIFE WELLNESS CENTER. MULTIPLE EDUCATIONAL AND COUNSELING PROGRAMS ARE AVAILABLE FOR A WIDE ARRAY OF HEALTHCARE NEEDS INCLUDING CANCER, DIABETES, NUTRITION AND JOINT CARE, AMONG OTHERS. IN JULY OF 2020 THE NEW STATE OF THE ART JONAS HILL HOSPITAL AND CLINIC, A DIVISION OF CALDWELL MEMORIAL HOSPITAL, INC., WAS OPENED ADJACENT TO THE HOSPITAL. THE INPATIENT DIVISION OF JONAS HILL HAS 27 BEDS FOR ADULT INPATIENT BEHAVIORIAL HEALTH HOSPITALIZATION AND IS EQUIPPED TO TREAT A WIDE VARIETY OF CONDITIONS INCLUDING BUT NOT LIMITED TO ANXIETY, ATTENTION DEFICIT HYPERACTIVITY DISORDER, BIPOLAR DISORDER, DEPRESSION, POST-TRAUMATIC STRESS DISORDER AND SCHIZOPHRENIA. THE FACILITY FEATURES A UNIQUE OUTDOOR AREA THAT ALLOWS PATIENTS TO EXERCISE, MEDITATE AND ENJOY SOME FRESH AIR. IN THE SUMMER OF 2021, AN OUTPATIENT CLINIC WAS OPENED TO COMPLEMENT AND ADD TO THE SERVICES PROVIDED BY JONAS HILL. THE CLINIC OFFERS CONTINUING CARE FOR ADULT INPATIENTS AS WELL AS OUTPATIENT CARE FOR ADOLESCENTS. THE CLINIC PROVIDES SUPPORT FOR PATIENTS AND FAMILIES DURING THEIR RECOVERY. SERVICES PROVIDED INCLUDE BUT ARE NOT LIMITED TO MEDICATION MANAGEMENT; INDIVIDUAL THERAPY AND COUNSELING; GROUP THERAPY AND COUNSELING; AND FAMILY THERAPY AND COUNSELING. 165661576 true true false true false false false false false false true false false false true true false true false false false false false false false false true true false false true false false false false false false true false false false false false false true true false false false true 139 0 true 1195 true true true false false false false false false false false false false false X 16 10 false false false false true true true true true false false true true true true true true true true false X KAREN SHADOWENS 8287575100 321 MULBERRY STREET SW Lenoir NC 28645 X JAMES HATHORN MEDICAL PRACTICE PHYSICIAN 60.0 0.0 X 1118930 0 17847 JENYUNG CHIU MEDICAL PRACTICE PHYSICIAN 60.0 0.0 X 1040368 0 37268 JUSTIN WALKER MEDICAL PRACTICE PHYSICIAN 60.0 0.0 X 768977 0 35324 RALPH DUCKETT MEDICAL PRACTICE PHYSICIAN 60.0 0.0 X 653345 0 26200 RANDAL BAST MEDICAL PRACTICE PHYSICIAN 60.0 0.0 X 579049 0 37751 TAMMY SCARBOROUGH DIRECTOR 2.0 58.0 X 0 467873 142817 LAURA J EASTON PRESIDENT & CEO 60.0 0.0 X X 495035 0 38184 DAVID A LOWRY MD CMO 60.0 0.0 X 484117 0 38574 MICHAEL BUNCH FORMER CFO 0.0 60.0 X 0 414781 96968 ALAN STILES DIRECTOR 2.0 58.0 X 0 445654 20738 REBECCA T SMITH COO 60.0 0.0 X 353782 0 10565 JOHN POWELL MD DIRECTOR 60.0 0.0 X 304800 0 33276 KAREN SHADOWENS CFO 30.0 30.0 X 0 289555 23394 DONITA M DAMRON VP PHYSICIAN SERVICES 60.0 0.0 X 239158 0 25229 ALLISON L CHARLES VP PHYSICIAN SERVICES 60.0 0.0 X 203895 0 22833 HEATHER P FOSS CAO 60.0 0.0 X 177353 0 22500 JERRELL E SUDDRETH CNO 60.0 0.0 X 130013 0 27418 JOSEPH GIBBONS DIRECTOR/CHAIRMAN 4.0 0.0 X X 0 0 0 DAVID SMITH DIRECTOR/VICE CHAIRMAN 4.0 0.0 X X 0 0 0 JERRY CHURCH DIRECTOR/SECRETARY & TREASURER 4.0 0.0 X X 0 0 0 JANET AIKEN DIRECTOR 2.0 0.0 X 0 0 0 BOB FLOYD DIRECTOR 2.0 0.0 X 0 0 0 MURIEL GAITHER DIRECTOR 2.0 0.0 X 0 0 0 WILLIAM HOWARD III DIRECTOR 2.0 0.0 X 0 0 0 TERRY HUNT DIRECTOR 2.0 0.0 X 0 0 0 DOUGLAS JOHNSON DIRECTOR 2.0 0.0 X 0 0 0 JEFFEY KEVERLINE MD DIRECTOR 2.0 0.0 X 0 0 0 ZACHARY KIMBALL MD DIRECTOR 2.0 0.0 X 0 0 0 DIANA MCCLINTON MD DIRECTOR 2.0 0.0 X 0 0 0 KEVIN MCDOUGALL DIRECTOR 2.0 0.0 X 0 0 0 MARK POARCH MD DIRECTOR 2.0 0.0 X 0 0 0 CRYSTAL THOMAS DIRECTOR 2.0 0.0 X 0 0 0 6548822 1617863 656886 138 true true false MOUNTAIN EMERGENCY PHYSICIANS 319 Springwood Drive NE VALDESE NC 28690 Physician Services 2921978 Enduracare Acute Care Services 381 Riverside Drive Suite 440 FRANKLIN TN 37064 Therapy Program MGMT 1585348 Keach Construction Inc 10200 Industrial Drive PINEVILLE NC 28134 Construction 1182262 David E Looper Company Inc 320 15th Street SE HICKORY NC 28602 Construction 720298 Weatherby Locums Inc 15300 Weston Parkway Suite 105 CARY NC 27513 Staffing 631254 32 112100 250250 362350 PATIENT SERVICES 621500 184281055 184281055 QUEST4LIFE WELLNESS CENTER REVENUE 713990 730966 730966 OTHER PROGRAM SERVICES REVENUE 900099 3430712 3077212 353500 188442733 427965 24227 403738 0 0 541338 0 541338 0 541338 541338 0 0 0 0 0 0 0 0 0 0 CARES ACT STIMULUS 900099 710596 710596 OTHER REVENUE 900099 1506794 1506794 2217390 191991776 189575657 755193 1298576 X 0 0 0 0 2366212 0 2366212 0 68430892 58761595 9669297 1441713 1201061 240652 10659426 9725792 933634 4977599 4541625 435974 0 31602 31602 101700 101700 10779 10779 0 0 19422484 12624615 6797869 0 37910 37910 1042439 1042439 0 0 2023199 2023199 473224 283933 189291 0 6490 6490 333959 333959 1700813 1700813 9815669 9815669 977939 977939 PATIENT CARE SUPPLIES & SERV 24618597 24618597 BAD DEBT EXPENSE 18042524 18042524 HOME OFFICE ALLOCATION 17657208 17127489 529719 MINOR EQUIPMENT AND R&M 828374 803523 24851 3862107 3737617 124490 188862859 165661576 23201283 0 16509411 7938839 0 0 0 0 17989535 25230638 0 0 0 0 0 0 3986463 4142482 2932618 2483383 196975079 119803431 74215458 77171648 1124173 1159424 5714218 4909219 233271 256757 0 0 0 0 122705147 123292390 27542428 29492530 0 0 5465183 1877662 0 0 0 0 0 0 14956346 13581708 0 0 261109 731492 48225066 45683392 X 74480081 77608998 0 0 74480081 77608998 122705147 123292390 3128917 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 10779 10779 false SCHEDULE C, PART IV, LINE 1, LOBBYING ACTIVITIES: ANNUAL DUES WERE PAID TO THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND NORTH CAROLINA HEALTHCARE ASSOCIATION (NCHA). A PERCENTAGE, DETERMINED BY THE AHA AND NCHA, WAS ESTIMATED TO BE EXPENDITURES USED IN LOBBYING ACTIVITIES BY THESE ORGANIZATIONS. 2754303 2754303 90184715 47113751 43070964 41546 8308 33238 72440378 63416159 9024219 31554137 9265213 22288924 77171648 0 RAC SETTLEMENT 703606 THIRD PARTY 27886 731492 X SCHEDULE D, PART X, LINE 2: THE HOSPITAL AND FOUNDATION ARE NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED AS TAX-EXEMPT, PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. true true X true X 250. false true true false true false 7441225 7441225 0.04360 26570715 34154814 0 34011940 34154814 7441225 0.04360 662584 662584 0.00390 662584 662584 0.00390 34674524 34154814 8103809 0.04750 true 18042524 70810054 84272134 -13462080 X true true AMERICAN HOME PATIEN HEALTHCARE 0.25 0.75 LAUREL PARK MOB MEDICAL OFFICE BUILDING 0.15 0.85 PRIME SURGICAL SUITE AMBULATORY SURGERY CENTER 0.71 0.29 1 1 CALDWELL MEMORIAL HOSPITAL inc 321 MULBERRY STREET SW Lenoir NC 28645 www.caldwellmemorial.org H0061 X X X DISPROPORTIONATE SHARE HOSPITAL CALDWELL MEMORIAL HOSPITAL inc 1 false false true X X X X X X X X 22 true false true true X See Part V X true 22 true See Part V false true X 250. 0. X true true X X X X true X SEE PART V X SEE PART V X SEE PART V X X X X X X true X false X X X true X false false PART V, SECTION B, LINE 5 BOTH PRIMARY DATA (COLLECTED DIRECTLY, INCLUDING SURVEYS AND FOCUS GROUP DATA) AND SECONDARY DATA (COLLECTED FROM OTHER SOURCES) WERE UTILIZED. UNC HEALTH CALDWELL, AS A MEMBER OF THE CALDWELL COUNTY COMMUNITY HEALTH ASSESSMENT ADVISORY COMMITTEE, PARTICIPATED IN DEVELOPING AN OPINION SURVEY THAT WAS WIDELY DISTRIBUTED. THE OPINION SURVEY WAS DISTRIBUTED TO INDIVIDUALS SELECTED FOR JURY DUTY AND AVAILABLE ONLINE. OVER 600 INDIVIDUALS COMPLETED THE OPINION SURVEY. FOUR FOCUS GROUPS WERE HELD WITH PARTICIPANTS FROM A VARIETY OF SOCIOECONOMIC AND DEMOGRAPHIC GROUPS IN CALDWELL COUNTY. THE PARTICIPANTS OF THE FOCUS GROUPS WERE SOLICITED BY EMAIL, FLIERS AND OTHER ESTABLISHED GROUPS. Part V, Section B, Line 6B The Organization's Community Health Needs Assessment (CHNA) was conducted with the Caldwell County Health Department. PART V, SECTION B, LINE 7a HTTPS://WWW.CALDWELLMEMORIAL.ORG/ABOUT-US/-COMMUNITY-HEALTH-NEEDS- ASSESSMENT/ Part V, SECTION B, LINE 10a HTTPS://WWW.CALDWELLMEMORIAL.ORG/ABOUT-US/-COMMUNITY-HEALTH-NEEDS- ASSESSMEnt/ PART V, SECTION B, LINE 11 THE COMMUNITY HEALTH ASSESSMENT ADVISORY COMMITTEE REVIEWED ALL DATA COLLECTED FROM NUMEROUS OUTSIDE SOURCES AND THE COMMUNITY HEALTH ASSESSMENT OPINION SURVEY TO DETERMINE CALDWELL COUNTY'S TOP THREE HEALTH PRIORITIES. THE TOP THREE PRIORITIES ARE: SUBSTANCE ABUSE/USE WHILE UNC HEALTH CALDWELL DOES NOT HAVE RESOURCES CURRENTLY TO PROVIDE DIRECT CARE FOR THOSE NEEDING DETOX OR REHAB FOR SUBSTANCE ABUSE, THEY MAINTAIN RELATIONSHIPS WITH THE FOLLOWING ORGANIZATIONS IN THE SERVICE AREA: -CALDWELL COUNTY R.E.S.T.A.R.T. -RHA BEHAVIORAL HEALTH SERVICES -SYNERGY RECOVERY IN WILKES -BETHEL COLONY OF MERCY -MCLEOD CENTER ANY PATIENT NEEDING OR SHOWING INTEREST IN THESE SERVICES WILL BE PROVIDED INFORMATION ON THESE ORGANIZATIONS AND HOW TO GET STARTED. CALDWELL'S IN-HOSPITAL CASE MANAGEMENT TEAM HAS ACCESS TO THESE RESOURCES AND INFORMATION TO PROVIDE TO PATIENTS THAT MAY NEED THEM. THEY WORK CLOSELY WITH PATIENTS AND FAMILIES TO ENSURE THE BEST POSSIBLE TREATMENT OPTIONS FOR THE SITUATION. UNC HEALTH CALDWELL ALSO COLLABORATES WITH "HOPE FOR CALDWELL", A COLLABORATIVE GROUP CONSISTING OF OTHER ORGANIZATIONS INCLUDING CALDWELL COUNTY SCHOOLS, CHURCH COMMUNITIES, LAW ENFORCEMENT, AND MORE. THIS GROUP MEETS MONTHLY AND DISCUSSES ISSUES SURROUNDING SUBSTANCE ABUSE/MISUSE. IT IS ALSO IMPORTANT TO NOTE THAT THROUGH THE BEHAVIORAL HEALTH SERVICE LINE, JONAS HILL HOSPITAL AND CLINIC PLANS TO EXPLORE THE POSSIBILITY OF TRAINING PROVIDERS FOR MEDICATION ASSISTED THERAPY (MAT). THIS WOULD ALLOW PROVIDERS TO TREAT MORE COMPREHENSIVELY THOSE SUFFERING WITH SUBSTANCE ABUSE/MISUSE. MENTAL HEALTH UNC HEALTH CALDWELL CURRENTLY OFFERS INPATIENT BEHAVIORAL HEALTH SERVICES AT OUR JONAS HILL HOSPITAL AND CLINIC (JHH). JHH ALSO OFFERS OUTPATIENT BEHAVIORAL HEALTH TREATMENT FOR THOSE WHO SEEK IT. JHH OUTPATIENT SERVICES CAN SEE UP TO 10 PATIENTS AT ONE TIME, ONE OF THE HIGHEST IF NOT THE HIGHEST NUMBER IN THE REGION. THERE ARE MANY INITIATIVES SET FOR THE GROWTH AND EXPANSION OF THE UNC HEALTH CALDWELL AND JHH BEHAVIORAL HEALTH SERVICES. THESE INITIATIVES AND GOALS WILL BE OUTLINED IN THE FOLLOWING: 1. JHH RECENTLY PARTNERED WITH UNC SCHOOL OF MEDICINE (UNCSOM) PSYCHIATRY SERVICES TO INCREASE OUR ABILITY TO SERVE THE COMMUNITY. A NEW MEDICAL DIRECTOR FOR JONAS HILL INPATIENT (JHIP), A NEW FULL-TIME IN-PERSON PSYCHIATRIST, AND MULTIPLE VIRTUAL PSYCHIATRISTS FOR PART TIME WORK ARE BEING ONBOARDED AND ORIENTED TO PROVIDE MENTAL HEALTH SERVICES TO OUR COMMUNITY. 2. THESE ADDITIONS TO THE TEAM INCREASE THE ABILITY FOR JHH TO SEE MORE PATIENTS, BOTH INPATIENT AND OUTPATIENT. 3. JONAS HILL OFFERS THE ONLY PSYCHIATRY RESIDENCY, PARTNERED THROUGH UNCSOM), IN A RURAL AREA SUCH AS CALDWELL COUNTY. 4. JHH HAS INCREASED THE NUMBER OF THERAPISTS WORKING. 5. THERE ARE PLANS TO EXPLORE SPACE EXPANSION BASED ON THE NEW PROVIDERS JHH IS ADDING. 6. THE BEHAVIORAL HEALTH SERVICE LINE IS ALSO EXPLORING SERVICES GROWTH THROUGH MEDICATION ASSISTED THERAPY (MAT). AN INITIATIVE THAT WOULD SEE PROVIDERS TRAINED IN MAT SERVICES TO PROVIDE TO INDIVIDUALS STRUGGLING WITH SUBSTANCE ABUSE/MISUSE. 7. CONTINUED COLLABORATION WITH CALDWELL COUNTY RESTART, RHA, AND CALDWELL CRISIS RESPONSE TEAM. 8. UNC HEALTH CALDWELL HAS ALSO BEEN IN COLLABORATIVE SESSIONS WITH CALDWELL COUNTY SCHOOLS TO ENSURE ANY SCHOOL-AGE ADOLESCENTS THAT ARE RECEIVING EXTENDED BEHAVIORAL HEALTH TREATMENT IN OUR FACILITY RECEIVE THE EDUCATIONAL RESOURCES AND CURRICULUM THEY NEED TO KEEP UP WITH THEIR EDUCATION. TRANSPORTATION UNC HEALTH CALDWELL CURRENTLY UTILIZES SEVERAL DIFFERENT TRANSPORTATION SERVICES TO HELP OUR PATIENTS UPON THEIR DISCHARGE HOME OR TRANSFER TO ANOTHER FACILITY. THE RELATIONSHIPS WITH THESE ORGANIZATIONS ARE CRUCIAL TO ENSURING APPROPRIATE CARE FOLLOWING DISCHARGE OR TRANSFER. SERVICE PROVIDED RANGE ALL THE WAY FROM CAB SERVICES FOR THE MORE MOBILE, INDEPENDENT PATIENTS, TO ADVANCED CARDIAC LIFE SUPPORT (ACLS) TRANSPORTS. UNC HEALTH CALDWELL IS EXPLORING OTHER TRANSPORTATION OPTIONS TO PROVIDE TO PATIENTS NEEDING TRANSPORT FROM OUR HOSPITAL TO OTHER FACILITIES OR HOME. AS A METHOD OF CONTINUOUS IMPROVEMENT, WE ARE ALWAYS ASSESSING FOR THE MOST EFFICIENT, SAFE, AND RELIABLE ANCILLARY SERVICES TO PROVIDE TO OUR PATIENTS AND COMMUNITY. THE OTHER TOP HEALTH ISSUES THAT UNC HEALTH CALDWELL WILL NOT BE ADDRESSING ARE CHRONIC DISEASES AND PREVENTATIVE CARE. WHILE UNC HEALTH CALDWELL RECOGNIZES THESE HEALTH NEEDS, THEIR RESOURCES ARE BETTER USED IN ADDRESSING THE TOP THREE HEALTH PRIORITIES LISTED ABOVE. Part V, Section B, Line 15e PROVIDED SEVERAL WAYS TO RETURN THE COMPLETED APPLICATION; SUCH AS, IN THE ENVELOPE PROVIDED, UPLOAD TO PROVIDED WEBSITE AND FAX NUMBER. PART V, SECTION B, LINES 16A-C HTTPS://WWW.CALDWELLMEMORIAL.ORG/PATIENTS-VISITORS/BILLING-FINANCIAL-ASSIS TANCE/ Part V, Section B, Line 20d to assist patients who may be eligible for financial assistance, but circumstances prevent completion of a full application, a presumptive determination may be utilized. 9 Community Pharmacy 321 Mulberry Street SW LENOIR NC 28645 retail/employee pharmacy Quest 4 life wellness center 1031 morganton Blvd LENOIR NC 28645 wellness center CALDWELL physicians network 321 Mulberry Street SW lenoir NC 28645 Physician Practice caldwell memorial sleep CENTER 270 pine mountain road hudson NC 28638 sleep center the center for wound management 401 MULBERRY STREET LENOIR NC 28645 wound care center george m hancock surgery center 1031 MORGANTON BLVD LENOIR NC 28645 OP surgery center CENTER FOR DIABETES HEALTH 1031 morganton blvd LENOIR NC 28645 diabetes education and support pain management center 1031 morganton blvd LENOIR NC 28645 pain management laurel park breast center college avenue lenoir NC 28645 breast health PART I, LINE 7 COL(F) THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 24(B), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THE COLUMN IS $18,042,524. PART II UNC HEALTH CALDWELL PARTICIPATES IN SEVERAL COMMUNITY BUILDING ACTIVITIES. UNC HEALTH CALDWELL COLLECTS SCHOOL SUPPLIES THAT ARE DONATED TO LOCAL COUNTY SCHOOLS TO BE SHARED WITH STUDENTS IN NEED. ALSO, UNC HEALTH CALDWELL COLLECTS FOOD FOR A FOOD DRIVE TO BE DONATED TO THE LOCAL FOOD BANK AND GIVEN TO FAMILIES THAT STRUGGLE WITH FOOD INSECURITY. IN COMPLIANCE WITH THE AFFORDABLE CARE ACT, UNC HEALTH CALDWELL PARTICIPATES WITH OTHER CALDWELL COUNTY ORGANIZATIONS TO PREPARE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) EVERY THREE YEARS. THE MOST CURRENT CHNA WAS CONDUCTED IN TAX YEAR 2022 AND THE THREE TOP PRIORITES FOR UNC HEALTH CALDWELL ARE SUBSTANCE ABUSE/MISUSE, MENTAL HEALTH AND TRANSPORTATION. BY FOCUSING ON THESE PRIORITIES ITEMS, UNC HEALTH Caldwell CAN MAKE AN EFFECTIVE HEALTH IMPACT IN THE COMMUNITY. PART III, LINE 2 THE ORGANIZATION'S BAD DEBT EXPENSE AS REPORTED ON THE AUDITED FINANCIAL STATEMENTS AND FORM 990, PART IX. THE COST-TO-CHARGE RATIO FOR THE YEAR WAS APPLIED TO THE GROSS BAD DEBT CHARGES FOR THE 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 NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYORS, AND OTHERS FOR SERVICES RENDERED, INCLUDING ESTIMATED RETROACTIVE ADJUSTMENTS DUE TO FUTURE AUDITS, REVIEWS, AND INVESTIGATIONS. RETROACTIVE ADJUSTMENTS ARE ACCRUED ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED, AND SUCH AMOUNTS ARE ADJUSTED IN FUTURE PERIODS AS ADJUSTMENTS BECOME KNOWN OR AS YEARS ARE NO LONGER SUBJECT TO SUCH AUDITS, REVIEWS, AND INVESTIGATIONS. PART III, LINE 9B The hospital does not subject any patients who qualified for financial assistance guidelines to a collection agency. PART VI, LINE 2 Federal regulations surrounding CHNA require local input from representatives of particular demographic sectors. UNC Health Caldwell participated in a standard process of gathering community input. A widely available public survey was launched in order to have broad responses from community members. A select focus group was used in order to have feedback about the results from the public survey and commentary about the previous CHNA. In addition, UNC Health Caldwell addresses the community's emergency health needs by providing around-the-clock emergency services. PART VI, LINE 3 CALDWELL MEMORIAL HOSPITAL, INC. (CMH) PROVIDES NEEDED HEALTHCARE SERVICES TO ANYONE REGARDLESS OF THAT PERSON'S ABILITY TO PAY. CMH'S FINANCIAL ASSISTANCE POLICY IS DESIGNED TO ASSIST PATIENTS WHO ARE FINANCIALLY UNABLE TO PAY FOR HEALTHCARE SERVICES. A LINK TO THE POLICY CAN BE FOUND ON THE CMH PUBLIC WEBSITE. CMH DISPLAYS INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE IN ITS EMERGENCY ROOM, REGISTRATION AREAS IN THE HOSPITAL AND CLINICS, AND FINANCIAL COUNSELOR OFFICES. A LINK IS ALSO PROVIDED ON THE HOSPITAL'S WEBSITE TO THE AVAILABILITY OF FINANCIAL ASSISTANCE AND ITS FINANCIAL ASSISTANCE POLICY, ALONG WITH AN ON-LINE APPLICATION. INPATIENT CASE MANAGERS ALSO PROVIDE INFORMATION TO THE PATIENTS REGARDING AVAILABLE PROGRAMS AND THE ORGANIZATION'S FINANCIAL POLICY. CONSULTATION WITH FINANCIAL COUNSELORS IS ALSO AVAILABLE TO ALL PATIENTS AS NEEDED. PART VI, LINE 4 THE PRIMARY SERVICE AREA FOR CALDWELL MEMORIAL HOSPITAL, INC. IS CALDWELL COUNTY WITH A LIMITED NUMBER OF PATIENTS FROM THE SURROUNDING COUNTIES OF BURKE, WATAUGA AND CATAWBA. OF THE MULTIPLE INCORPORATED MUNICIPALITIES IN CALDWELL COUNTY, CMH RECEIVED 90.03% OF ITS PATIENTS FROM COLLETTSVILLE, GRANITE FALLS, HUDSON AND LENOIR. CALDWELL COUNTY IS IN THE NW SECTION OF NC IN THE FOOTHILLS OF THE BLUE RIDGE MOUNTAINS AND IS BOUND ON THE NW BY WATAUGA COUNTY, ON THE NE BY WILKES COUNTY, ON THE EAST BY ALEXANDER COUNTY, ON THE SOUTH BY CATAWBA AND BURKE COUNTIES AND ON THE WEST BY BURKE AND AVERY COUNTIES. THE POPULATION IS JUST OVER 80,000 WITH 51% FEMALE AND 49% MALE. THE POPULATION MAKEUP IS 87.1% WHITE, 5.4% HISPANIC, 4.9% BLACK OR AFRICAN AMERICAN AND 2.6% OTHER. THE LARGEST INCOME GROUP IS $25-50K AND LARGEST AGE GROUP IS 35-54 YEARS OLD. PART VI, LINE 5 CALDWELL MEMORIAL HOSPITAL, inc. PROVIDES FINANCIAL SUPPORT TO 2 COMMUNITY AGENCIES: THE HELPING HANDS CLINIC (PROVIDING CARE TO THE UNINSURED) AND THE SATIE AND JE BROYHILL CALDWELL SENIOR CENTER (FOCUS ON THE LIVES AND ADVOCACY OF SENIORS). OTHER COMMUNITY INVOLVEMENT INCLUDES BUT NOT LIMITED TO: ANNUAL PROSTATE SCREENING, HEALTH FAIRS, SUPPORT AND INVOLVEMENT IN THE CALDWELL COMMUNITY GARDEN WHICH HELPS FOSTER COMMUNITY GARDENING, REPRESENTATION BY ORGANIZATION REPRESENTATIVES ON LOCAL HEALTH CARE RELATED BOARDS (BOARD OF HEALTH, HOSPICE, AND CHILD PROTECTION TEAM.) CALDWELL MEMORIAL HEALTHWORKS WHICH IS OCCUPATIONAL, INDUSTRIAL AND WORKER'S COMP MEDICINE DESIGNED TO ASSIST EMPLOYERS TOWARD IMPROVING QUALITY OF HEALTHCARE. PART VI, LINE 6 CALDWELL MEMORIAL HOSPITAL, inc. IS PART OF THE UNC HEALTH CARE SYSTEM. UNC HEALTH CARE IS A NOT-FOR-PROFIT INTEGRATED HEALTH CARE SYSTEM OWNED BY THE STATE OF NORTH CAROLINA AND BASED IN CHAPEL HILL. ORIGINALLY ESTABLISHED NOV. 1, 1998, UNC HEALTH CARE CURRENTLY COMPRISES UNC HOSPITALS AND ITS PROVIDER NETWORK, THE CLINICAL PROGRAMS OF THE UNC SCHOOL OF MEDICINE, AND TEN AFFILIATE HOSPITALS AND HOSPITAL SYSTEMS ACROSS THE STATE. COLLECTIVELY, THIS GROUP OF HEALTH CARE PROVIDERS WORKS TOGETHER TO MAKE SURE THAT ALL OF THE COMMUNITIES SERVED RECEIVED THE HIGHEST QUALITY OF CARE. X X X X X false true false false false true true false false LAURA J EASTON PRESIDENT & CEO 361281 0 133754 0 0 0 13500 0 24684 0 533219 0 0 0 REBECCA T SMITH COO 243016 0 81674 0 29092 0 10394 0 171 0 364347 0 0 0 KAREN SHADOWENS CFO 0 233806 0 55749 0 0 0 6651 0 16743 0 312949 0 0 DAVID A LOWRY MD CMO 353468 0 114664 0 15985 0 13500 0 25074 0 522691 0 0 0 JERRELL E SUDDRETH CNO 109606 0 15859 0 4548 0 2344 0 25074 0 157431 0 0 0 DONITA M DAMRON VP PHYSICIAN SERVICES 173167 0 65991 0 0 0 8721 0 16508 0 264387 0 0 0 HEATHER P FOSS CAO 153086 0 24182 0 85 0 7885 0 14615 0 199853 0 0 0 ALLISON L CHARLES VP PHYSICIAN SERVICES 167238 0 32754 0 3903 0 8218 0 14615 0 226728 0 0 0 JAMES HATHORN MEDICAL PRACTICE PHYSICIAN 394846 0 0 0 724084 0 11449 0 6398 0 1136777 0 0 0 JENYUNG CHIU MEDICAL PRACTICE PHYSICIAN 648480 0 74100 0 317788 0 12194 0 25074 0 1077636 0 0 0 JUSTIN WALKER MEDICAL PRACTICE PHYSICIAN 543588 0 100000 0 125389 0 10250 0 25074 0 804301 0 0 0 RALPH DUCKETT MEDICAL PRACTICE PHYSICIAN 497181 0 154717 0 1447 0 13500 0 12700 0 679545 0 0 0 RANDAL BAST MEDICAL PRACTICE PHYSICIAN 352194 0 0 0 226855 0 12677 0 25074 0 616800 0 0 0 JOHN POWELL MD DIRECTOR 143538 0 11352 0 149910 0 8202 0 25074 0 338076 0 0 0 TAMMY SCARBOROUGH DIRECTOR 0 390728 0 15000 0 62145 0 134187 0 8630 0 610690 0 0 ALAN STILES DIRECTOR 0 376686 0 57563 0 11405 0 15000 0 5738 0 466392 0 0 MICHAEL BUNCH FORMER CFO 0 249928 0 108022 0 56831 0 77407 0 19561 0 511749 0 0 SCHEDULE J, PART I, LINE 4B: LAURA EASTON (CEO) HAS A SECURED BENEFIT PLAN WHICH IS INCLUDED IN THE STUDY COMPLETED BY THE INDEPENDENT COMPENSATION CONSULTANT; THE LOAN UNDER THIS ARRANGEMENT IS RECORDED ON THE FINANCIAL STATEMENTS AND FULLY SECURED BY LIFE INSURANCE ON THE LIFE OF THE CEO. SCHEDULE J, PART I, LINE 6: EMPLOYEES IN MANAGERIAL ROLES PARTICIPATE IN AN INCENTIVE COMPENSATION PLAN APPROVED ANNUALLY BY THE UNC HCS BOARD OF DIRECTORS. THE COMPENSATION EARNED UNDER THIS PLAN IS BASED PARTLY ON THE NET EARNINGS OF THE ORGANIZATION AND THE UNC HCS. OTHER PERFORMANCE MEASURES USED TO DETERMINE INCENTIVE COMPENSATION ARE PATIENT SATISFACTION, PATIENT CARE QUALITY OUTCOMES AND INNOVATIVE INITIATIVES TO IMPROVE OPERATIONS AND CARE DELIVERY. EMPLOYED PHYSICIANS ARE PAID ON A PRODUCTIVITY BASIS BASED ON RVU'S GENERATED IN THEIR PRACTICE OPERATIONS AND THESE ARE TIED TO MGMA BENCHMARKS. Naomi Hunt Daughter of Board Director 72504 Compensation false Jonathan Smith PA Son of Board Director 110086 Compensation false Megan Kimball Wife of Board Director 222172 Compensation false FORM 990, PART VI, SECTION A, LINE 1: THE EXECUTIVE/FINANCE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE HOSPITAL DURING THE PERIOD BETWEEN THE MEETINGS OF THE BOARD OF DIRECTORS, SUBJECT TO ANY PRIOR LIMITATION IMPOSED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6: THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM IS A MEMBER. FORM 990, PART VI, SECTION A, LINE 7A: THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM IS A MEMBER AND THEY HAVE THE POWER TO APPOINT BOARD MEMBERS AND APPROVE GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION A, LINE 7B: THE UNIVERSITY OF NORTH CAROLINA HEALTH CARE SYSTEM AS A MEMBER HAS APPROVAL RIGHTS TO ALL GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. THE FULL BOARD RECEIVED A COPY OF THE FORM 990 FOR THEIR REVIEW AND ANY QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING ALL BOARD MEMBERS AND EXECUTIVE LEADERSHIP TO ANNUALLY COMPLETE AND SIGN A QUESTIONNAIRE DOCUMENTING ANY AREA OF CONFLICT OF INTEREST. THE BOARD MEMBERS AND EXECUTIVE LEADERSHIP ARE REQUIRED TO REPORT AND DOCUMENT ANY NEW AREAS OF CONFLICT OF INTEREST AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION COMPLETES THE REBUTTABLE PRESUMPTION OF REASONABLENESS AS DESCRIBED IN TREASURY REGULATION 4958(6)(C) FOR EACH OFFICER AND KEY EMPLOYEE. THIS PROCESS IS PERFORMED BY AN OUTSIDE INDEPENDENT COMPENSATION SPECIALIST. THE CONSULTANT'S FINDINGS ARE PRESENTED TO THE HR COMMITTEE OF THE BOARD AND ARE ULTIMATELY APPROVED BY THE FULL BOARD. 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 ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. PLEASE USE THE ORGANIZATION'S "CONTACT US" LINK ON ITS WEBSITE FOR REQUESTS. FORM 990, PART VII, LINE 1B AVERAGE HOURS PER WEEK BOARD MEMBERS AND OFFICERS CONTRIBUTE THEIR TIME AND SERVICES UPON REQUEST AND ON AN AS-NEEDED BASIS, WHICH, THROUGHOUT THE YEAR, MAY DIFFER FROM THE AVERAGE NUMBER OF HOURS PER WEEK REPORTED ON PART VII, LINE 1B. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED PROFESS SERVIC TOTAL FEES:10968497 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:8313332 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:140655 UNC HEALTH CARE SYSTEM 101 MANNING DRIVE Chapel Hill NC 27514 562206970 HEALTHCARE NC SECTION 115 UNC HEALTH C false UNC HOSPITALS 101 MANNING DRIVE CHAPEL HILL NC 27514 561118388 HEALTHCARE NC SECTION 115 UNC HEALTH C false CALDWELL MEMORIAL HOSPITAL FNDN INC PO BOX 1890 LENOIR NC 28645 581935514 SUPPORT OF CA NC 501(C)(3) LINE 7 CALDWELL MEM false CHATHAM HOSPITAL INC PO BOX 649 SILER CITY NC 27344 560611546 HEALTHCARE NC 501(C)(3) LINE 3 UNC HEALTH C false PIEDMONT TRIAD HEALTH SERVICES 101 MANNING DRIVE CHAPEL HILL NC 27514 561497163 SUPPORT OF UN NC 501(C)(3) LINE 12B II UNC HEALTH C false REX HEALTHCARE INC 4420 LAKE BOONE TRAIL RALEIGH NC 27607 561509129 HEALTHCARE NC 501(C)(3) LINE 12A I UNC HEALTH C false REX HOSPITAL INC 4420 LAKE BOONE TRAIL RALEIGH NC 27607 561509260 HEALTHCARE NC 501(C)(3) LINE 3 UNC HEALTH C false UNCPN 5221 Paramount Pkwy Suite 220 MORRISVILLE NC 27560 271081647 HEALTHCARE NC 501(C)(3) LINE 10 UNC HEALTH C false UNC ROCKINGHAM HEALTH CARE INC 117 EAST KINGS HIGHWAY EDEN NC 27288 823745228 HEALTHCARE NC 501(C)(3) LINE 3 UNC HEALTH C false prime surgical suites LLC 180 river bend drive granite falls NC 28630 463556921 surgical NC NA RELATED -491147 4271989 0 false 0.69696 UNC PHYSICIANS NETWORK GRP PRACTICES LLC 5221 Paramount Pkwy Suite 220 MORRISVILLE NC 27560 461416986 HEALTHCARE NC UNC HEALTHCARE C CORP 0 0 false UNC PHYSICIANS GRP PRACTICES II LLC 4420 LAKE BOONE TRAIL RALEIGH NC 27607 852823886 HEALTHCARE NC Rex Healthcare C CORP 0 0 false UNC Health Innovations Inc 4420 Lake Boone Trail RALEIGH NC 27607 871233049 OPERATION SUP NC Rex Healthcare C CORP 0 0 false false false true false false false false false false false false false true true false true false false false Caldwell Memorial Hospital Foundation C 112100 CASH