Skip to content
Nonprofiteer
← UNIVERSITY HEALTH SYSTEMS OF EASTERN CAROLINA INC

Form 990 for tax year 2024

Filed by UNIVERSITY HEALTH SYSTEMS OF EASTERN CAROLINA INC.

Totals

Total revenue
$457,914,887
Total expenses
$480,641,032
Contributions and grants received
$412,592
Grants paid
$645,800
Program service revenue
$441,590,171
Investment income
$15,903,844
Other revenue
$8,280
Total assets, end of year
$923,704,229
Total liabilities, end of year
$775,986,427
Net assets or fund balances, end of year
$147,717,802
Program services expenses (Part IX)
$441,171,728
Management and general expenses
$39,469,304
Fundraising expenses
$0
Program service expenses (Part III)
$441,171,728

Program services were 91.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $412,592

  • 2a · Program service revenue: SUPPORTED ORGANIZATIONS

    total $441,590,171 · related or exempt $441,590,171

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $7,642,063 · excluded $7,642,063

  • 6a · Gross rents

    real property $8,280

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $8,280 · personal property $0

  • 6d · Net rental income or loss

    total $8,280 · related or exempt $8,280

  • 7a · Gross sales of assets other than inventory

    securities $8,555,443 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $293,662

  • 7c · Gain or loss

    securities $8,555,443 · other assets -$293,662

  • 7d · Net gain or loss

    total $8,261,781 · excluded $8,261,781

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $645,800 · program services $645,800

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $15,023,962 · program services $15,023,962

  • 7 · Other salaries and wages

    total $162,742,747 · program services $162,742,747

  • 8 · Pension plan contributions

    total $8,716,384 · program services $8,716,384

  • 9 · Other employee benefits

    total $28,005,526 · program services $28,005,526

  • 10 · Payroll taxes

    total $12,431,927 · program services $12,431,927

  • 11b · Fees: legal

    total $1,537,562 · management and general $1,537,562

  • 11c · Fees: accounting

    total $54,086 · management and general $54,086

  • 11d · Fees: lobbying

    total $414,035 · management and general $414,035

  • 11f · Fees: investment management

    total $1,736,204 · program services $1,736,204

  • 11g · Fees: other

    total $65,945,886 · program services $32,313,484 · management and general $33,632,402 · fundraising $0

  • 12 · Advertising and promotion

    total $5,649,722 · program services $5,649,722

  • 13 · Office expenses

    total $9,578,047 · program services $5,746,828 · management and general $3,831,219

  • 14 · Information technology

    total $32,324,226 · program services $32,324,226

  • 16 · Occupancy

    total $3,341,778 · program services $3,341,778

  • 17 · Travel

    total $1,799,487 · program services $1,799,487

  • 20 · Interest

    total $23,069,369 · program services $23,069,369

  • 22 · Depreciation, depletion and amortization

    total $43,094,558 · program services $43,094,558

  • 23 · Insurance

    total $5,168,598 · program services $5,168,598

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $56,728,876 · program services $56,728,876

  • 24b · Other expenses: ALL OTHER EXPENSES

    total $2,602,868 · program services $2,602,868

  • 24c · Other expenses: BAD DEBT

    total $29,384 · program services $29,384

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $7,482,193 · end of year $855,946

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $3,232,669 · end of year $7,801,684

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,922,096 · end of year $15,461,001

  • 10a · Land, buildings and equipment: cost or other basis

    $273,175,716

  • 10b · Land, buildings and equipment: accumulated depreciation

    $154,924,717

  • 10c · Land, buildings and equipment, net

    beginning of year $109,585,511 · end of year $118,250,999

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $889,972 · end of year $889,972

  • 15 · Other assets

    beginning of year $373,258,137 · end of year $780,444,627

  • 17 · Accounts payable and accrued expenses

    beginning of year $124,174,453 · end of year $116,552,939

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $557,479,411 · end of year $529,075,274

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $79,163,252 · end of year $130,358,214

  • 27 · Net assets without donor restrictions

    beginning of year -$252,446,538 · end of year $147,717,802

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF EASTERN NORTH CAROLINA.

Activities or mission (Part I)

TO ADVANCE AND SUPPORT THE HEALTHCARE NEEDS OF THE COMMUNITIES OF EASTERN NORTH CAROLINA.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $441,171,728 · Grants $645,800 · Revenue $441,598,451

As filed on the 2024 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Andy Tewari MD

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Bob Greczyn

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Deborah Davis

    SECRETARY

    Total calculated
    $101,825
    From this org
    $0
    From related orgs
    $0
    Other
    $101,825
    Hours/week
    2 + 2 related

  • Diane Taylor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Ernie Evans

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Jimmy Garris

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Marcus Albernaz MD

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Philip Rogers

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Shirley Carraway

    BOARD MEMBER (THRU 12/24)

    Total calculated
    $0
    Hours/week
    2

  • Tony Khoury

    BOARD MEMBER (AS OF 03/25)

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Vern Davenport

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • William Monk Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Andy Zukowski

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,092,370
    From this org
    $902,109
    From related orgs
    $0
    Other
    $190,261
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $704,511
    Bonus
    $197,598
    Other
    $0
    Deferred
    $142,069
    Nontaxable benefits
    $48,192
    Filer's total
    $1,092,370

  • Jay Briley

    PRESIDENT, ECU HEALTH MEDICAL CENTER

    Total calculated
    $898,969
    From this org
    $0
    From related orgs
    $696,480
    Other
    $202,489
    Hours/week
    2 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $539,950 related
    Bonus
    $0 + $156,530 related
    Other
    $0
    Deferred
    $9,213 + $147,012 related
    Nontaxable benefits
    $2,667 + $43,597 related
    Filer's total
    $11,880 + $887,089 related

  • Michael Waldrum MD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $2,152,599
    From this org
    $1,759,349
    From related orgs
    $0
    Other
    $393,250
    Hours/week
    40 + 14 related

    Schedule J breakdown matched by us

    Base
    $1,011,508
    Bonus
    $729,088
    Other
    $18,753
    Deferred
    $341,625
    Nontaxable benefits
    $51,625
    Filer's total
    $2,152,599

  • Niti Armistead MD

    CHIEF CLINICAL OFFICER & CHIEF QUALITY OFFICER

    Total calculated
    $963,517
    From this org
    $771,115
    From related orgs
    $0
    Other
    $192,402
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $600,387
    Bonus
    $170,728
    Other
    $0
    Deferred
    $142,545
    Nontaxable benefits
    $49,857
    Filer's total
    $963,517

  • Van Smith

    PRESIDENT, ECU HEALTH COMMUNITY HOSPITALS

    Total calculated
    $732,620
    From this org
    $527,546
    From related orgs
    $0
    Other
    $205,074
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $415,805
    Bonus
    $111,741
    Other
    $0
    Deferred
    $150,398 + $7,954 related
    Nontaxable benefits
    $43,958 + $2,764 related
    Filer's total
    $721,902 + $10,718 related

  • William Floyd

    CHIEF OPERATING OFFICER

    Total calculated
    $1,359,755
    From this org
    $1,063,343
    From related orgs
    $0
    Other
    $296,412
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $834,288
    Bonus
    $229,055
    Other
    $0
    Deferred
    $230,679 + $14,859 related
    Nontaxable benefits
    $48,238 + $2,636 related
    Filer's total
    $1,342,260 + $17,495 related

  • Andrew Montgomery

    VP SUPPLY CHAIN

    Total calculated
    $433,887
    From this org
    $384,394
    From related orgs
    $0
    Other
    $49,493
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $312,908
    Bonus
    $71,486
    Other
    $0
    Deferred
    $38,400
    Nontaxable benefits
    $11,093
    Filer's total
    $433,887

  • Brian Dunn

    SVP, FINANCIAL SERVICES

    Total calculated
    $567,787
    From this org
    $467,705
    From related orgs
    $0
    Other
    $100,082
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $380,041
    Bonus
    $87,664
    Other
    $0
    Deferred
    $47,900
    Nontaxable benefits
    $52,182
    Filer's total
    $567,787

  • Donnette Herring

    CHIEF INFORMATION OFFICER

    Total calculated
    $822,081
    From this org
    $640,616
    From related orgs
    $0
    Other
    $181,465
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $502,010
    Bonus
    $138,606
    Other
    $0
    Deferred
    $132,353
    Nontaxable benefits
    $49,112
    Filer's total
    $822,081

  • James Walton IV

    VP, FACILITIES AND PROPERTIES

    Total calculated
    $402,414
    From this org
    $228,890
    From related orgs
    $0
    Other
    $173,524
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,906
    Bonus
    $43,984
    Other
    $0
    Deferred
    $130,427
    Nontaxable benefits
    $43,097
    Filer's total
    $402,414

  • Jennifer Markham

    CHIEF LEGAL OFFICER

    Total calculated
    $772,598
    From this org
    $642,088
    From related orgs
    $0
    Other
    $130,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $502,525
    Bonus
    $139,563
    Other
    $0
    Deferred
    $101,200
    Nontaxable benefits
    $29,310
    Filer's total
    $772,598

  • Joseph Pye

    CHIEF MED OFF-AMB QUAL POP HTH

    Total calculated
    $598,906
    From this org
    $462,986
    From related orgs
    $0
    Other
    $135,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $376,505
    Bonus
    $86,481
    Other
    $0
    Deferred
    $88,151
    Nontaxable benefits
    $47,769
    Filer's total
    $598,906

  • Julie Oehlert

    CHIEF EXPERIENCE OFFICER

    Total calculated
    $694,614
    From this org
    $538,206
    From related orgs
    $0
    Other
    $156,408
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $417,694
    Bonus
    $120,512
    Other
    $0
    Deferred
    $109,786
    Nontaxable benefits
    $46,622
    Filer's total
    $694,614

  • Kelly Weatherly

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $553,826
    From this org
    $456,247
    From related orgs
    $0
    Other
    $97,579
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $353,383
    Bonus
    $102,864
    Other
    $0
    Deferred
    $46,900
    Nontaxable benefits
    $50,679
    Filer's total
    $553,826

  • Mark Dunn

    CHIEF DIVERSITY, INCLUSION AND TALENT MGMT

    Total calculated
    $183,156
    From this org
    $183,156
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $183,156
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $183,156

  • Richard Medford

    CHIEF MEDICAL INFORMATION OFFICER

    Total calculated
    $737,427
    From this org
    $660,810
    From related orgs
    $0
    Other
    $76,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $537,852
    Bonus
    $122,958
    Other
    $0
    Deferred
    $66,300
    Nontaxable benefits
    $10,317
    Filer's total
    $737,427

  • Ryan Hickey

    CHIEF STRATEGY OFFICER

    Total calculated
    $801,975
    From this org
    $602,817
    From related orgs
    $0
    Other
    $199,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $470,856
    Bonus
    $131,961
    Other
    $0
    Deferred
    $151,520
    Nontaxable benefits
    $47,638
    Filer's total
    $801,975

  • Teresa Anderson

    SVP QUALITY

    Total calculated
    $500,441
    From this org
    $340,147
    From related orgs
    $0
    Other
    $160,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,638
    Bonus
    $62,509
    Other
    $0
    Deferred
    $113,792
    Nontaxable benefits
    $46,502
    Filer's total
    $500,441

  • Trish Baise

    CHIEF NURSE EXECUTIVE

    Total calculated
    $794,451
    From this org
    $649,752
    From related orgs
    $0
    Other
    $144,699
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $431,297
    Bonus
    $218,455
    Other
    $0
    Deferred
    $102,031
    Nontaxable benefits
    $42,668
    Filer's total
    $794,451

  • Christina Bowen

    CHIEF WELL-BEING OFFICER

    Total calculated
    $489,275
    From this org
    $438,817
    From related orgs
    $0
    Other
    $50,458
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $356,813
    Bonus
    $82,004
    Other
    $0
    Deferred
    $43,900
    Nontaxable benefits
    $6,558
    Filer's total
    $489,275

  • Dean Miner

    ASSOCIATE CMIO, AMBULATORY

    Total calculated
    $504,852
    From this org
    $411,418
    From related orgs
    $0
    Other
    $93,434
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $332,861
    Bonus
    $78,557
    Other
    $0
    Deferred
    $42,400
    Nontaxable benefits
    $51,034
    Filer's total
    $504,852

  • Jason Buskirk

    VP, ENTERPRISE DATA & ANALYTICS

    Total calculated
    $477,429
    From this org
    $427,447
    From related orgs
    $0
    Other
    $49,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,255
    Bonus
    $120,192
    Other
    $0
    Deferred
    $40,300
    Nontaxable benefits
    $9,682
    Filer's total
    $477,429

  • Michelle Taylor

    VP, FINANCIAL SVCS-OPERATIONS

    Total calculated
    $515,475
    From this org
    $356,309
    From related orgs
    $0
    Other
    $159,166
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $290,640
    Bonus
    $65,669
    Other
    $0
    Deferred
    $111,841
    Nontaxable benefits
    $47,325
    Filer's total
    $515,475

  • Sabrina Sims

    VP, REVENUE CYCLE

    Total calculated
    $429,807
    From this org
    $365,849
    From related orgs
    $0
    Other
    $63,958
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,481
    Bonus
    $64,895
    Other
    $19,473
    Deferred
    $34,682
    Nontaxable benefits
    $29,276
    Filer's total
    $429,807

  • David Michael

    FORMER KEY EMPLOYEE

    Total calculated
    $506,532
    From this org
    $413,956
    From related orgs
    $0
    Other
    $92,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,252
    Bonus
    $76,704
    Other
    $0
    Deferred
    $42,200
    Nontaxable benefits
    $50,376
    Filer's total
    $506,532

  • Vicki Haddock

    FORMER KEY EMPLOYEE

    Total calculated
    $533,052
    From this org
    $321,251
    From related orgs
    $0
    Other
    $211,801
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,322
    Bonus
    $57,929
    Other
    $0
    Deferred
    $168,711
    Nontaxable benefits
    $43,090
    Filer's total
    $533,052

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A TRAVEL FOR COMPANIONS
DURING THE YEAR AN OFFICER'S SPOUSE ACCOMPANIED THE BOARD MEMBER ON A BUSINESS TRIP THAT WAS TAKEN ON BEHALF OF THE ORGANIZATION. THE SPOUSAL TRAVEL WAS TREATED AS A TAXABLE BENEFIT.
SCHEDULE J, PART I, LINE 4A SEVERANCE OR CHANGE-OF-CONTROL PAYMENT
MARK DUNN RECEIVED A SEVERANCE PAYMENT OF $183,156.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • VIDANT INTEGRATED CARE LLC DBA ECU HEALTH ALLIANCE LLC

    CLINICALLY INTEGRATED NETWORK · NC · income $0 · assets $41,963

    Directly controlled by ECU HEALTH

  • COASTAL PLAINS NETWORK LLC

    ACCOUNTABLE CARE ORGANIZATION · NC · income $0 · assets $3,504,570

    Directly controlled by ECU HEALTH

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SURGICENTER OF EASTERN CAROLINA

    RELATED · AMBULATORY SURGICAL SERVICES · NC · 55% owned · share of income $11,087,175 · share of assets $11,305,046

    Directly controlled by PITT COUNTY MEMORIAL HOSPITAL INC DBA ECU HEALTH MEDICAL CENTER

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHANNEL MARKER INSURANCE COMPANY SPC

    C CORPORATION · SELF-INSURANCE · CJ · 100% owned · share of income $12,064,936 · share of assets $73,451,895 · controlled entity

    Directly controlled by ECU HEALTH

Provenance

Return type
form_990
Tax year
2024
Filed
10 August 2026
IRS schema version
2024v5.1
Source object
202622229349301532

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.