2026-08-17T13:52:45-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-10-01 851937670 IREDELL HEALTH FOUNDATION IRED 7048735661 PO BOX 1828 STATESVILLE NC 286871828 JOHN G GREEN CHIEF EXECUTIVE OFFICER 7048735661 2026-08-17 1 1 KATHRINE A WARLICK P02065266 7049985200 2026-08-17 2024 2025-03-06 01:10:19Z JOHN G GREEN PO BOX 1828 STATESVILLE NC 286871828 526634 0 X HTTPS://WWW.IREDELLHEALTHFOUNDATION.ORG/ X 2020 NC TO FUNDRAISE FOR IREDELL MEMORIAL HOSPITAL, INCORPORATED IN STATESVILLE, NORTH CAROLINA. 12 12 0 12 0 0 800725 386758 0 0 14447 10041 0 16388 815172 413187 173761 140430 0 0 190893 0 0 0 1446 207362 7151 572016 147581 243156 265606 1029243 1315877 4821 25849 1024422 1290028 X IREDELL HEALTH SYSTEM'S MISSION IS TO INSPIRE WELLBEING, AND THE IREDELL HEALTH FOUNDATION ADVANCES THAT MISSION BY INSPIRING GIVING AND DEVELOPING RESOURCES THAT SUPPORT ACCESS, PATIENT EXPERIENCE, AND STRATEGIC GROWTH ACROSS THE SYSTEM. 1 0 144545 140430 HOW GENEROSITY INSPIRED WELLBEING ACROSS IREDELL COUNTY IN 2025:YOUR GENEROSITY IN 2025 STRENGTHENED EVERY CORNER OF IREDELL HEALTH SYSTEM, ADVANCING OUR MISSION TO INSPIRE WELLBEING-TOGETHER. THROUGH YOUR SUPPORT OF OUR PEOPLE, HUMANITARIAN, COMMUNITY AND INNOVATION FOUNDATION PILLARS, YOU HELPED EXPAND VITAL SERVICES, CARE FOR PATIENTS IN THEIR MOST VULNERABLE MOMENTS, INVESTED IN OUR CAREGIVERS, AND BROUGHT CUTTING-EDGE TOOLS TO THE BEDSIDE.(CONTINUED ON SCHEDULE O)PEOPLE - INVESTING IN CAREGIVERS AND TEAMMATES.-OBTAINED $1.15 MILLION IN GRANT SUPPORT FOR THE INTERNAL MEDICINE RESIDENCY PROGRAM, EXPANDING THE INSTITUTION'S CAPACITY TO TRAIN AND RETAIN HIGH-QUALITY RESIDENT PHYSICIANS.-GUARDIAN ANGEL PROGRAM HONORED 115 TEAMMATES FOR THEIR MEANINGFUL IMPACT AND COMPASSIONATE PATIENT CARE SHOWCASING THE TRUST OUR COMMUNITY PLACES IN THEM.-PROVIDED CONTINUING EDUCATIONAL & DEVELOPMENT OPPORTUNITIES FOR 70 NURSES, WHICH MAKES POSSIBLE CONTINUOUS IMPROVEMENT IN PATIENT SAFETY AND QUALITY OF CARE.HUMANITARIAN - STANDING BESIDE PATIENTS IN CRISIS.-THROUGH THE CANCER CARE & PATIENT SUPPORT, CARE TRANSITIONS, AND WOMEN'S HEALTH FUNDS, THE FOUNDATION HAS ASSISTED 300+ PATIENTS AND FAMILIES WITH ESSENTIAL NEEDS SUCH AS MEALS, UTILITY PAYMENTS, TRANSPORTATION, AND NUTRITIONAL SUPPORT, REDUCING FINANCIAL BARRIERS TO CARE.-THESE FUNDS HAVE EXPANDED ACCESS TO PREVENTIVE AND REHABILITATIVE SERVICES, COVERING MAMMOGRAM AND ULTRASOUND SCREENINGS FOR WOMEN, AS WELL AS ONCOLOGY AND CARDIAC REHABILITATION FOR PATIENTS UNABLE TO AFFORD TREATMENT.-BY ADDRESSING BOTH MEDICAL AND EVERYDAY NEEDS, THE FOUNDATION HAS STRENGTHENED CARE CONTINUITY AND IMPROVED PATIENT OUTCOMES, ENABLING MORE INDIVIDUALS TO RECOVER SAFELY AND MAINTAIN LONG-TERM HEALTH.COMMUNITY - STRENGTHENING OUR COMMUNITY.-THE FOUNDATION SERVES AS THE LEAD AGENCY FOR THE WHOLE CHILD, WHOLE FAMILY, WHOLE COMMUNITY (WHOLE) COLLABORATIVE, PROVIDING OVERSIGHT, HEALTHCARE ACCESS COORDINATION, AND LEADERSHIP GUIDANCE ACROSS PARTNER ORGANIZATIONS.-CHOSEN FOR ITS STRONG CREDIBILITY, BROAD NETWORK, AND PROVEN SUCCESS IN MANAGING LARGE-SCALE COMMUNITY HEALTH INITIATIVES, THE FOUNDATION WAS AWARDED AN INVESTMENT OF $100,000 TO SUPPORT THIS BOLD, UNIFIED INITIATIVE AIMED AT IMPROVING OUTCOMES FOR THE COUNTY'S MOST VULNERABLE CHILDREN AND FAMILIES-THE FOUNDATION WAS AWARDED A $450,000 GRANT TO EXPAND CRITICALLY NEEDED BEHAVIORAL HEALTH SERVICES WITH THE INTEGRATION OF A LICENSED CLINICAL SOCIAL WORKER (LCSW) INTO ONE OF IREDELL HEALTH'S RURAL HEALTH CLINICS, INCREASING ACCESS TO MENTAL HEALTH CARE FOR UNDERSERVED RESIDENTS.INNOVATION - INNOVATING CARE FOR TODAY AND TOMORROW.-STATE-OF-THE-ART ULTRASOUND MACHINE: MADE POSSIBLE BY GIFTS FROM OUR GENEROUS DONORS, THIS ADVANCED TECHNOLOGY ENHANCES DIAGNOSTIC ACCURACY AND IMAGE QUALITY, ENABLING EARLIER DETECTION AND MORE PRECISE TREATMENT PLANNING.-EXTERNAL PACEMAKERS: FUNDED BY CONTRIBUTIONS FROM OUR DONORS, THESE DEVICES STRENGTHEN CARDIOVASCULAR CARE BY PROVIDING RELIABLE SUPPORT FOR PATIENTS WITH HEART RHYTHM IRREGULARITIES, IMPROVING SAFETY AND CONTINUITY OF CARE.-NON-INVASIVE BILIRUBINOMETER SCREENING DEVICE SECURED THAT DETECTS JAUNDICE IN NEWBORNS, REDUCING NEEDLE STICKS, SPEEDING TREATMENT, AND HELPING PREVENT SERIOUS COMPLICATIONS SO MORE BABIES GO HOME HEALTHY. 144545 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X MILES ATKINS 7048787669 734 HARTNESS ROAD STATESVILLE NC 28677 JIM JOHNSTON CHAIRMAN 1.00 0.00 X X 0 0 0 WILLIAM S TROUTMAN TREASURER 1.00 0.00 X X 0 0 0 MARGARET ANN FRALEY SECRETARY 1.00 0.00 X X 0 0 0 MAHDI AJJAN MD MEMBER 1.00 0.00 X 0 0 0 MEGHAN BEACH MEMBER (AS OF 4/2025) 1.00 0.00 X 0 0 0 JEFF CERNUTO MEMBER 1.00 0.00 X 0 0 0 MARY DULIN MEMBER (AS OF 4/2025) 1.00 0.00 X 0 0 0 JAMEKA HAYNES MEMBER 1.00 0.00 X 0 0 0 SHAWN HUGGINS MEMBER (AS OF 4/2025) 1.00 0.00 X 0 0 0 JIM MARSHALL MEMBER 1.00 0.00 X 0 0 0 KIM SARAGONI MEMBER 1.00 0.00 X 0 0 0 KEN VANCE MEMBER 1.00 0.00 X 0 0 0 MILES ATKINS EXECUTIVE DIRECTOR 0.00 40.00 X 0 164498 46132 JOHN GREEN CEO 0.00 40.00 X 0 960117 49805 0 1124615 95937 0 0 1 0 0 133185 253573 386758 10041 10041 129835 133185 113447 16388 16388 413187 0 0 26429 140430 140430 1590 1590 BANK FEES 4115 4115 OTHER FUNDRAISING 1446 1446 147581 144545 1590 1446 71747 191551 839918 874488 3131 755 114447 249083 1029243 1315877 4821 0 0 19577 0 6272 4821 25849 X 1024422 1290028 1024422 1290028 1029243 1315877 265606 0 X 0 0 0 X X X 1 IREDELL MEMORIAL HOSPITAL INC 560591303 3 1 140430 0 1 140430 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO IREDELL HEALTH SYSTEM 6272 6272 GOLF TOURNAMENT 140116 87316 52800 1199 26278 5393 HEART OF JAZZ 80069 45869 34200 3686 27178 3000 2162 1 42835 0 42835 1243 4428 21432 9832 7616 263020 133185 129835 2442 34392 48610 12832 15171 113447 16388 0 IREDELL MEMORIAL HOSPITAL INC PO BOX 1828 STATESVILLE NC 28687 560591303 501(C)(3) 140430 0 HOSPITAL SUPPORT 1 0 0 0 0 0 1 0 1 0 0 JOHN GREEN CEO 0 636000 0 176649 0 147468 0 30500 0 19305 0 1009922 0 0 MILES ATKINS EXECUTIVE DIRECTOR 0 162098 0 2400 0 0 0 30500 0 15632 0 210630 0 0 PART I, LINE 5 IREDELL HEALTH SYSTEM (RELATED ORG) HAS A BONUS PROGRAM BY WHICH IF IDENTIFIED BENCHMARKS ARE MET THROUGHOUT THE YEAR, ALL EMPLOYEES ARE ELIGIBLE FOR A YEAR END BONUS. IT IS NOT SOLELY BASED ON THE REVENUES, ALTHOUGH THAT IS ONE OF THE BENCHMARKS PART I, LINE 6 IREDELL HEALTH SYSTEM HAS A BONUS PROGRAM BY WHICH IF IDENTIFIED BENCHMARKS ARE MET THROUGHOUT THE YEAR, ALL EMPLOYEES ARE ELIGIBLE FOR A YEAR END BONUS. IT IS NOT SOLELY BASED ON THE NET EARNINGS, ALTHOUGH THAT IS ONE OF THE BENCHMARKS FORM 990, PART III, LINE 2 STARTED BY THE IREDELL HEALTH FOUNDATION IN 2025, WHOLE3 A WHOLE CHILD, WHOLE FAMILY, WHOLE COMMUNITY COLLABORATIVE IS A CROSS-SECTOR INITIATIVE THAT BRINGS HEALTHCARE, EDUCATION, HUMAN SERVICES, AND COMMUNITY-BASED ORGANIZATIONS TOGETHER TO TRANSFORM HOW IREDELL COUNTY SUPPORTS ITS MOST VULNERABLE CHILDREN AND FAMILIES. USING A CREATIVE, INNOVATIVE APPROACH COMBINED WITH EVIDENCE-BASED PRACTICES, IT IS BUILT ON THE BELIEF THAT HEALTH AND WELLBEING ARE SHAPED AS MUCH BY RELATIONSHIPS, STABILITY, AND OPPORTUNITY AS BY CLINICAL CARE. WHOLE3 IS INTENTIONALLY DESIGNED AS A COLLABORATIVE TABLE RATHER THAN A SINGLE PROGRAM, ONE WHERE MULTIPLE AGENCIES SHARE DATA, ALIGN STRATEGIES, AND CO-CREATE SOLUTIONS THAT NO SINGLE ORGANIZATION COULD ACHIEVE ALONE. IREDELL HEALTH SYSTEM AND THE IREDELL HEALTH FOUNDATION HAVE MADE SIGNIFICANT FINANCIAL AND RESOURCE INVESTMENTS TO BRING WHOLE3 TO LIFE. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE COMPOSED OF TWO OR MORE DIRECTORS APPOINTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MAY EXERCISE THE AUTHORITY OF THE BOARD BETWEEN MEETINGS IN MANAGING THE AFFAIRS OF THE FOUNDATION, EXCEPT FOR MATTERS RESERVED TO THE FULL BOARD, INCLUDING APPROVING DISSOLUTION OR MERGER, DISPOSITION OF SUBSTANTIALLY ALL ASSETS, ELECTING OR REMOVING DIRECTORS, FILLING BOARD VACANCIES, AND AUTHORIZING DISTRIBUTIONS TO DIRECTORS OR OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE CFO, THE MANAGING DIRECTOR, AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO DIRECTORS, OFFICERS, ADMINISTRATORS, HOSPITAL AND MEDICAL STAFF COMMITTEE MEMBERS, AND EMPLOYEES WITH DECISION-MAKING AUTHORITY. POTENTIAL CONFLICTS ARE REVIEWED BY THE APPLICABLE GOVERNING BODY. THE APPLICABLE GOVERNING BODY IS RESPONSIBLE FOR FORMALLY DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER REVIEWING THE DISCLOSED FINANCIAL INTEREST AND RELATED FACTS. INDIVIDUALS WITH A POTENTIAL CONFLICT MUST DISCLOSE THE INTEREST, MAY NOT BE PRESENT DURING DELIBERATIONS REGARDING THEIR CONFLICT, AND MAY NOT VOTE ON MATTERS RELATING TO THE CONFLICT. THE POLICY REQUIRES THAT MEETING MINUTES DOCUMENT THE NAMES OF INDIVIDUALS WITH DISCLOSED FINANCIAL INTERESTS, THE NATURE OF THOSE INTERESTS, ACTIONS TAKEN TO EVALUATE THE CONFLICT, THE DETERMINATION REACHED, PARTICIPANTS IN DISCUSSIONS AND VOTES, THE SUBSTANCE OF DISCUSSIONS, ALTERNATIVES CONSIDERED, AND VOTING RESULTS. IF THE GOVERNING BODY HAS REASONABLE CAUSE TO BELIEVE A PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE GOVERNING BOYD SHALL INFORM SUCH PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER CONSIDERING THE INFORMATION PROVIDED BY THE PERSON, AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BODY DETERMINES THE PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE GOVERNING BODY SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION, WHICH MAY INCLUDE TERMIINATION OF THE PERSON FROM HIS OR HER POSITION OR REMOVAL OF THE PERSON FROM THE APPLICABLE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO AND THE FOUNDATION'S EXECUTIVE DIRECTOR IS DETERMINED AND PAID BY IREDELL MEMORIAL HOSPITAL, INC., A RELATED 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IREDELL MEMORIAL HOSPITAL INC PO BOX 1828 STATESVILLE NC 28687 560591303 HOSPITAL NC 501(C)(3) N/A IREDELL COUNTY GOVERNMENT 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0