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Nonprofiteer
← CALDWELL MEMORIAL HOSPITAL INC

Form 990 for tax year 2024

Filed by CALDWELL MEMORIAL HOSPITAL INC.

Totals

Total revenue
$220,031,286
Total expenses
$201,923,680
Contributions and grants received
$1,328,386
Grants paid
$0
Program service revenue
$218,095,049
Investment income
$330,907
Other revenue
$276,944
Total assets, end of year
$161,735,418
Total liabilities, end of year
$63,714,374
Net assets or fund balances, end of year
$98,021,044
Program services expenses (Part IX)
$172,359,240
Management and general expenses
$29,564,440
Fundraising expenses
$0
Program service expenses (Part III)
$172,359,240

Program services were 85.4% 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.

  • 1d · Related organizations

    $1,328,136

  • 1f · All other contributions, gifts and grants

    $250

  • 2a · Program service revenue: PATIENT SERVICES

    total $215,252,588 · related or exempt $215,252,588

  • 2b · Program service revenue: QUEST4LIFE WELLNESS CENTER REVENUE

    total $959,139 · unrelated business $959,139

  • 2c · Program service revenue: OTHER PROGRAM SERVICES REVENUE

    total $1,883,322 · related or exempt $1,883,322

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $330,907 · excluded $330,907

  • 6a · Gross rents

    real property $276,944

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $276,944 · personal property $0

  • 6d · Net rental income or loss

    total $276,944 · excluded $276,944

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 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.

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $1,842,825 · management and general $1,842,825

  • 7 · Other salaries and wages

    total $62,642,772 · program services $53,791,337 · management and general $8,851,435

  • 8 · Pension plan contributions

    total $1,559,228 · program services $1,298,960 · management and general $260,268

  • 9 · Other employee benefits

    total $11,873,651 · program services $10,833,666 · management and general $1,039,985

  • 10 · Payroll taxes

    total $4,660,287 · program services $4,252,106 · management and general $408,181

  • 11b · Fees: legal

    total $15,917 · management and general $15,917

  • 11c · Fees: accounting

    total $216,044 · management and general $216,044

  • 11d · Fees: lobbying

    total $12,540 · management and general $12,540

  • 11g · Fees: other

    total $40,934,644 · program services $26,607,518 · management and general $14,327,126 · fundraising $0

  • 12 · Advertising and promotion

    total $279,886 · management and general $279,886

  • 13 · Office expenses

    total $1,533,683 · program services $1,533,683

  • 14 · Information technology

    total $77,741 · program services $75,409 · management and general $2,332

  • 16 · Occupancy

    total $2,164,762 · program services $2,164,762

  • 17 · Travel

    total $331,365 · program services $198,818 · management and general $132,547

  • 19 · Conferences, conventions and meetings

    total $6,027 · management and general $6,027

  • 20 · Interest

    total $559,016 · program services $559,016

  • 21 · Payments to affiliates

    total $1,515,222 · management and general $1,515,222

  • 22 · Depreciation, depletion and amortization

    total $10,539,640 · program services $10,539,640

  • 23 · Insurance

    total $1,180,347 · program services $1,180,347

  • 24a · Other expenses: PATIENT CARE SUPPLIES & SERVICES

    total $28,589,939 · program services $28,589,939

  • 24b · Other expenses: HOME OFFICE ALLOCATION

    total $18,474,562 · program services $17,920,322 · management and general $554,240

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $9,785,804 · program services $9,785,804

  • 24d · Other expenses: ALL OTHER EXPENSES

    total $2,700,468 · program services $2,613,422 · management and general $87,046

  • 24e · All other expenses

    total $427,310 · program services $414,491 · management and general $12,819 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,293,628 · end of year $21,504,740

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $32,144,841 · end of year $35,392,563

  • 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 $4,681,210 · end of year $4,195,643

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,975,044 · end of year $3,089,259

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

    $191,632,049

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

    $98,598,500

  • 10c · Land, buildings and equipment, net

    beginning of year $78,476,790 · end of year $93,033,549

  • 11 · Investments: publicly traded securities

    beginning of year $827,003 · end of year $876,003

  • 12 · Investments: other securities

    beginning of year $4,083,924 · end of year $3,478,591

  • 13 · Investments: program-related

    beginning of year $269,581 · end of year $165,070

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $48,039,170 · end of year $46,305,234

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $1,058,017 · end of year $876,557

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 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 $10,741,396 · end of year $16,532,583

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $79,913,438 · end of year $98,021,044

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

TO PROVIDE SAFE, EFFECTIVE, COMPASSIONATE CARE AND TO PROMOTE HEALTHY LIFESTYLES TO OUR COMMUNITY.

  • Caldwell Memorial Health, Inc. d/b/a UNC Health Caldwell is a component unit of the University of North Carolina Health Care System (UNCHCS). UNC Health Caldwell is a 5013 corporation whose sole corporate member is UNCHCS. Caldwell's mission is "to provide safe, effective, and compassionate care and to promote healthy lifestyles to our community." More broadly UNC Health's mission is "To improve the health and well-being of North Carolinians and others we serve." Our system values are One Great Team, Carolina Care, Leading the Way and It Starts with Me. In fulfilling this mission, Caldwell Memorial Health, Inc. provides medically necessary care to all individuals regardless of their ability to pay and reinvests resources to address unmet health needs, particularly in a rural and medically underserved region. Since opening in 1951, Caldwell Memorial Hospital, Inc. has continued to grow and change to better meet the needs of our community. Anchored by a 137 bed, acute care facility, Caldwell has a 74-year history of providing excellent health services to the residents and visitors of Caldwell and surrounding counties. Caldwell provides comprehensive care and services throughout Caldwell County and the surrounding region. Locations include: 1. The main campus which includes a 110-bed acute care hospital, 27 inpatient bed psychiatric unit and outpatient clinic, outpatient diagnostic services, 24/7 fully staffed emergency room, heart catheterization lab and inpatient and outpatient surgical services. 2. The Hancock Center incorporating outpatient procedures, dialysis access and pain management. 3. The Quest4Life Wellness Center (adjacent to the Hancock Center), a state-of-the-art fitness center open to the public on a membership basis. In addition, outpatient physical and occupational therapy, a cardiac & pulmonary rehab program, metabolic clinic and aesthetic services are housed within the Quest4Life Wellness Center. 4. Hospital primary care and specialty clinics throughout the region (including Caldwell, Catawba and Watauga counties) consisting of more than 70 providers (physicians and mid-level providers) Services include general and family practice, internal medicine, pediatrics, medical oncology, gynecology, cardiovascular, orthopedics, spine surgery, podiatry, pulmonology, gastroenterology, urology, general surgery, urgent care and diagnostic services. As the only acute care hospital in Caldwell County, Caldwell Memorial Hospital serves as a critical access point for emergency, inpatient, behavioral health, and specialty services for a largely rural population. Current Year Accomplishments During the year ended June 30, 2025, Caldwell continued work on the Capstone II project. This $33 million project will modernize four areas in the Hospital and create additional space to accommodate future growth. Departments included are the Cath Lab, clinical laboratory, food services including the cafeteria and new inpatient pharmacy space. The Cath Lab is currently unable to accommodate new equipment needed to replace the near end of life current system. The new addition will have more space, new equipment, a second Cath lab and additional recovery spaces. Inclusion of the clinical laboratory allows for upgrades in the infrastructure to power new equipment with higher capacity to handle the current volume in addition to capacity for growth. The current food services department has not been fully renovated since original construction and will greatly benefit from enhanced space. It will allow for increased efficiency, lower energy usage and improvement in food options. The new cafeteria will provide additional seating for employees and visitors, replacing a space that has little space for sitting and relaxing. The inpatient pharmacy is not optimally sized for current volume, and the expansion will not only provide additional space but will enhance efficiency. Groundbreaking occurred in the fall of 2024 and has continued with the expected grand opening in March of 2026. These investments directly support Caldwell's charitable mission by ensuring continued access to modern, safe, and efficient healthcare services for the community while preparing for future population health needs. Caldwell is extremely proud that we can continue bringing new services to our community. A new Interventional Pulmonologist joined the organization late in 2024 and the practice has continued to grow. Caldwell became the first organization in the state to offer lung biopsy's utilizing a Galaxy Robot. This robot allows for much earlier diagnosis of lung cancer. This early-stage diagnosis provides a much higher survival rate than was previously possible. This is especially important for Caldwell county as statistics from Cancer.gov show that the county has a higher incidence of lung cancer than the state of North Carolina. Additionally, statistics show that it has the highest death rate of all cancers in the county and that lung cancer has the highest priority ranking. This program addresses a documented community health disparity and demonstrates Caldwell's commitment to improving outcomes for high-risk populations through early detection and advanced technology. Caldwell was also able to celebrate the successful recruitment of a Neurologist to join the community. A grand opening for the new practice was held in July 2025 and has been well received by the community, meeting a need that had previously been unavailable in the community and allowing patients to seek care close to home. The Heart and Vascular service line continues to grow and expand. Two new physicians, an additional interventional cardiologist and vascular surgeon committed to joining the practice in September 2025 allowing more patients to receive specialty care close to home and reducing the need for travel outside the county. The 27 inpatient bed psychiatric unit named Jonas Hill Hospital opened for patients in July 2020. This facility is adjacent to the Mulberry Medical Office Building and on the main campus of the Hospital. This facility serves people in the community living with mental health conditions and their families providing hope and healing. The facility offers a holistic program of evidence-based psychiatric treatment, team-based medical care and education provided by engaging and dedicated professionals in a safe and healing environment. Caldwell has developed a transformative, clinically integrated, sustained system of high-quality patient and family centered care to serve the mental health needs of patients, families and the community. Working collaboratively with local mental health partners, Caldwell is working to achieve the goal of making mental healthcare as routine, accessible and understandable as physical healthcare. The current year continued building on the success of the virtual Inpatient Psychiatric provider model. This work stabilized the Inpatient providers as well as becoming a new model for rural health care in the behavioral health services sector as the demand for psychiatrists outweighs the supply. This shortage is especially prevalent in rural areas and this model allows providers in high demand to provide services in areas where they traditionally would not exist. In FY 2025, the Inpatient Unit admitted patients for 699 separate stays totaling 8,008 days of care for patients. The center continues to receive positive feedback from patients on their stay. To complement the inpatient unit the psychiatric outpatient clinic was opened in September 2021 in the same building as the Jonas Hill Hospital. The clinic continues to experience high demand and experiences very high schedule utilization which has expanded outpatient services. We continue to look at models to grow capacity for existing demand locally. Jonas Hill services are provided to patients regardless of insurance status and the program helps reduce emergency department utilization and inpatient boarding for individuals experiencing mental health crisis. Caldwell continues to utilize lean transformation techniques and strategies throughout the organization resulting in safer care delivery, improved patient outcomes and better stewardship of charitable care. Caldwell strives to be a top employer in the region. Over the year there were many opportunities to recognize employees for their everyday sacrifices and contributions which we remain very focused on. The results of these efforts are apparent in our lower-than-industry average turnover and high employee satisfaction. Maintaining a stable, engaged workforce supports continuity of care for patients and strengthens the local healthcare infrastructure.

    Expenses $172,359,240 · Revenue $217,135,910

As filed on the 2024 return.

Listed in Part VII

  • David Lowry MD

    Director/President & CEO

    Total calculated
    $740,571
    From this org
    $593,255
    From related orgs
    $0
    Other
    $147,316
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $430,958
    Bonus
    $146,675
    Other
    $15,622
    Deferred
    $115,258
    Nontaxable benefits
    $32,058
    Filer's total
    $740,571

  • David Smith

    Director/Chairman

    Total calculated
    $0
    Hours/week
    4

  • Jerry Church

    Director/Secretary & Treasurer

    Total calculated
    $0
    Hours/week
    4

  • Terry Hunt

    Director/Vice Chairman

    Total calculated
    $0
    Hours/week
    4

  • Bob Floyd

    Director

    Total calculated
    $0
    Hours/week
    2

  • Bradley Christoph MD

    Director

    Total calculated
    $378,274
    From this org
    $0
    From related orgs
    $360,261
    Other
    $18,013
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,730 related
    Bonus
    $0 + $5,060 related
    Other
    $0 + $121,471 related
    Deferred
    $0 + $8,294 related
    Nontaxable benefits
    $0 + $9,719 related
    Filer's total
    $0 + $378,274 related

  • Diana McClinton MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Douglas Johnson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Darnell MD

    Director

    Total calculated
    $261,606
    From this org
    $0
    From related orgs
    $235,098
    Other
    $26,508
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,217 related
    Bonus
    $0 + $3,119 related
    Other
    $0 + $52,762 related
    Deferred
    $0 + $2,979 related
    Nontaxable benefits
    $0 + $23,529 related
    Filer's total
    $0 + $261,606 related

  • Janet Aiken

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jason DePlatchett

    Director

    Total calculated
    $440,512
    From this org
    $0
    From related orgs
    $320,172
    Other
    $120,340
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,494 related
    Bonus
    $0 + $82,201 related
    Other
    $0 + $7,477 related
    Deferred
    $0 + $81,095 related
    Nontaxable benefits
    $0 + $39,245 related
    Filer's total
    $0 + $440,512 related

  • Joseph Gibbons

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kevin McDougall

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mark Poarch MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Muriel Gaither

    Director

    Total calculated
    $0
    Hours/week
    2

  • Zachary Kimball MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Heather Foss

    COO

    Total calculated
    $286,298
    From this org
    $247,350
    From related orgs
    $0
    Other
    $38,948
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $187,132
    Bonus
    $60,218
    Other
    $0
    Deferred
    $9,890
    Nontaxable benefits
    $29,058
    Filer's total
    $286,298

  • Jerrell Suddreth RN

    CNO

    Total calculated
    $290,025
    From this org
    $251,129
    From related orgs
    $0
    Other
    $38,896
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $183,184
    Bonus
    $57,675
    Other
    $10,270
    Deferred
    $7,774
    Nontaxable benefits
    $31,122
    Filer's total
    $290,025

  • Karen Shadowens

    CFO

    Total calculated
    $382,391
    From this org
    $0
    From related orgs
    $347,480
    Other
    $34,911
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,775 related
    Bonus
    $0 + $76,705 related
    Other
    $0
    Deferred
    $0 + $14,464 related
    Nontaxable benefits
    $0 + $20,447 related
    Filer's total
    $0 + $382,391 related

  • Sarah Young MD

    CMO

    Total calculated
    $417,691
    From this org
    $391,187
    From related orgs
    $0
    Other
    $26,504
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $332,382
    Bonus
    $21,063
    Other
    $37,742
    Deferred
    $11,321
    Nontaxable benefits
    $15,183
    Filer's total
    $417,691

  • Allison Charles PT

    VP/Physician Services

    Total calculated
    $307,038
    From this org
    $268,079
    From related orgs
    $0
    Other
    $38,959
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $187,579
    Bonus
    $74,946
    Other
    $5,554
    Deferred
    $9,901
    Nontaxable benefits
    $29,058
    Filer's total
    $307,038

  • Amy Abouzied MD

    Medical Practice Physician

    Total calculated
    $345,413
    From this org
    $333,021
    From related orgs
    $0
    Other
    $12,392
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $312,006
    Bonus
    $2,339
    Other
    $18,676
    Deferred
    $12,392
    Nontaxable benefits
    $0
    Filer's total
    $345,413

  • James Hathorn MD

    Medical Practice Physician

    Total calculated
    $1,375,278
    From this org
    $1,355,333
    From related orgs
    $0
    Other
    $19,945
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $411,930
    Bonus
    $2,339
    Other
    $941,064
    Deferred
    $12,459
    Nontaxable benefits
    $7,486
    Filer's total
    $1,375,278

  • Randal Bast MD

    Medical Practice Physician

    Total calculated
    $723,985
    From this org
    $679,960
    From related orgs
    $0
    Other
    $44,025
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $356,500
    Bonus
    $1,040
    Other
    $322,420
    Deferred
    $12,903
    Nontaxable benefits
    $31,122
    Filer's total
    $723,985

  • Robert Hartman

    Nurse Anesthetist

    Total calculated
    $312,052
    From this org
    $297,254
    From related orgs
    $0
    Other
    $14,798
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $238,193
    Bonus
    $9,236
    Other
    $49,825
    Deferred
    $7,312
    Nontaxable benefits
    $7,486
    Filer's total
    $312,052

  • Travis Lowe

    Chief CRNA

    Total calculated
    $408,105
    From this org
    $364,547
    From related orgs
    $0
    Other
    $43,558
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $285,492
    Bonus
    $38,625
    Other
    $40,430
    Deferred
    $11,500
    Nontaxable benefits
    $32,058
    Filer's total
    $408,105

  • Donita Damron

    Former VP/Physician Services

    Total calculated
    $275,699
    From this org
    $262,437
    From related orgs
    $0
    Other
    $13,262
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $72,522
    Bonus
    $54,527
    Other
    $135,388
    Deferred
    $3,937
    Nontaxable benefits
    $9,325
    Filer's total
    $275,699

  • Laura Easton

    Former President & CEO

    Total calculated
    $197,838
    From this org
    $197,290
    From related orgs
    $0
    Other
    $548
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $21,921
    Bonus
    $0
    Other
    $175,369
    Deferred
    $548
    Nontaxable benefits
    $0
    Filer's total
    $197,838

  • Michael Bunch

    Former CFO

    Total calculated
    $528,811
    From this org
    $0
    From related orgs
    $403,155
    Other
    $125,656
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,686 related
    Bonus
    $0 + $102,653 related
    Other
    $0 + $15,816 related
    Deferred
    $0 + $109,334 related
    Nontaxable benefits
    $0 + $16,322 related
    Filer's total
    $0 + $528,811 related

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment
The filing organization paid former VP/Physician Services, Donita Damron, severance compensation in the amount of $116,160.
Schedule J, Part I LINE 6 - COMP. CONTINGENT ON NET EARNINGS OF ORGANIZATION & RELATED ORGANIZATIONS
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.

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

No itemized grants to organizations on this return.

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.

Related partnerships

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

  • PRIME SURGICAL SUITES LLC

    Related · SURGICAL · NC · 69.234% owned · share of income -$442,820 · share of assets $1,671,867

    Directly controlled by NA

Related corporations and trusts

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

  • UNC PHYSICIANS NETWORK GRP PRACTICES LLC

    C Corporation · HEALTHCARE · NC · share of income $0 · share of assets $0

    Directly controlled by UNC HEALTHCARE

  • UNC PHYSICIANS GRP PRACTICES II LLC

    C Corporation · HEALTHCARE · NC · share of income $0 · share of assets $0

    Directly controlled by REX HEALTHCARE

  • UNC HEALTH INNOVATIONS INC

    C Corporation · OPERATION SUP · NC · share of income $0 · share of assets $0

    Directly controlled by REX HEALTHCARE

Provenance

Return type
form_990
Tax year
2024
Filed
30 April 2026
IRS schema version
2024v5.1
Source object
202601209349302850

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