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Nonprofiteer
← NOVANT HEALTH INC

Form 990 for tax year 2022

Filed by NOVANT HEALTH INC.

Totals

Total revenue
$3,193,826,783
Total expenses
$3,217,545,790
Contributions and grants received
$14,461,643
Grants paid
$19,052,281
Program service revenue
$3,032,648,679
Investment income
$84,450,053
Other revenue
$62,266,408
Total assets, end of year
$8,958,963,272
Total liabilities, end of year
$6,868,103,836
Net assets or fund balances, end of year
$2,090,859,436
Program services expenses (Part IX)
$2,410,769,304
Management and general expenses
$806,776,486
Fundraising expenses
$0
Program service expenses (Part III)
$2,410,769,304

Program services were 74.9% 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

    $3,215,009

  • 1e · Government grants (contributions)

    $10,882,919

  • 1f · All other contributions, gifts and grants

    $363,715

  • 1g · Noncash contributions included above

    $14,042

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $2,139,583,084 · related or exempt $2,139,583,084

  • 2b · Program service revenue: CORPORATE SUPPORT

    total $569,975,373 · related or exempt $569,975,373

  • 2c · Program service revenue: PHARMACY

    total $224,781,298 · related or exempt $224,781,298

  • 2d · Program service revenue: SELF-INSURED INSURANCE PREMIUMS

    total $27,836,281 · related or exempt $27,836,281

  • 2e · Program service revenue: AFFILIATED RENTAL

    total $25,387,799 · related or exempt $25,246,590 · unrelated business $141,209

  • 2f · All other program service revenue

    total $45,084,844 · related or exempt $44,416,526 · unrelated business $668,318

  • 3 · Investment income

    total $58,372,482 · unrelated business $25,589,695 · excluded $32,782,787

  • 6a · Gross rents

    real property $6,596,374

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $6,596,374

  • 6d · Net rental income or loss

    total $6,596,374 · excluded $6,596,374

  • 7a · Gross sales of assets other than inventory

    securities $2,405,382,400 · other assets $293,781

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

    securities $2,377,960,638 · other assets $1,637,972

  • 7c · Gain or loss

    securities $27,421,762 · other assets -$1,344,191

  • 7d · Net gain or loss

    total $26,077,571 · excluded $26,077,571

  • 8a · Fundraising events: gross income

    $2,616

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $2,616 · excluded $2,616

  • 10a · Gross sales of inventory

    $164,457

  • 10b · Cost of goods sold

    $132,062

  • 10c · Net income from sales of inventory

    total $32,395 · excluded $32,395

  • 11a · Other revenue: TRANSITION SERVICES REVENUE

    total $22,654,549 · excluded $22,654,549

  • 11b · Other revenue: ADMINISTRATION

    total $22,413,859 · related or exempt $15,818,384 · unrelated business $6,595,475

  • 11c · Other revenue: CAFETERIA MEALS

    total $6,811,516 · excluded $6,811,516

  • 11d · All other revenue

    total $3,755,099 · related or exempt $1,961,638 · excluded $1,793,461

  • 11e · Other revenue, total

    $55,635,023

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $18,683,782 · program services $18,683,782

  • 2 · Grants to domestic individuals

    total $318,549 · program services $318,549

  • 3 · Grants to foreign organizations and individuals

    total $49,950 · program services $49,950

  • 5 · Compensation of officers, directors and key employees

    total $24,837,991 · management and general $24,837,991

  • 6 · Compensation of disqualified persons

    total $11,292,979 · management and general $11,292,979

  • 7 · Other salaries and wages

    total $1,123,233,798 · program services $853,657,691 · management and general $269,576,107

  • 8 · Pension plan contributions

    total $10,236,159 · program services $7,779,482 · management and general $2,456,677

  • 9 · Other employee benefits

    total $200,095,659 · program services $152,072,701 · management and general $48,022,958

  • 10 · Payroll taxes

    total $45,669,751 · program services $34,709,011 · management and general $10,960,740

  • 11b · Fees: legal

    total $7,781,200 · management and general $7,781,200

  • 11c · Fees: accounting

    total $1,860,333 · management and general $1,860,333

  • 11d · Fees: lobbying

    total $75,886 · program services $75,886

  • 11f · Fees: investment management

    total $5,366,137 · management and general $5,366,137

  • 11g · Fees: other

    total $303,572,493 · program services $187,945,186 · management and general $115,627,307

  • 12 · Advertising and promotion

    total $36,404,350 · program services $33,742,134 · management and general $2,662,216

  • 13 · Office expenses

    total $25,664,145 · program services $18,046,398 · management and general $7,617,747

  • 14 · Information technology

    total $65,450,748 · program services $58,781,396 · management and general $6,669,352

  • 16 · Occupancy

    total $85,349,781 · program services $66,469,669 · management and general $18,880,112

  • 17 · Travel

    total $3,496,462 · program services $2,681,266 · management and general $815,196

  • 19 · Conferences, conventions and meetings

    total $1,653,485 · program services $1,256,649 · management and general $396,836

  • 20 · Interest

    total $36,220,238 · program services $36,219,757 · management and general $481

  • 22 · Depreciation, depletion and amortization

    total $203,085,676 · program services $111,721,174 · management and general $91,364,502

  • 23 · Insurance

    total $43,131,981 · program services $26,900,056 · management and general $16,231,925

  • 24a · Other expenses: PHARMACEUTICALS

    total $318,547,240 · program services $318,547,240

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $254,378,148 · program services $252,172,642 · management and general $2,205,506

  • 24c · Other expenses: CONTRACT LABOR

    total $225,492,623 · program services $114,257,596 · management and general $111,235,027

  • 24d · Other expenses: UBI TAXES

    total $5,454,501 · management and general $5,454,501

  • 24e · All other expenses

    total $160,141,745 · program services $114,681,089 · management and general $45,460,656

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $575,997,652 · end of year $344,022,485

  • 2 · Savings and temporary cash investments

    beginning of year $505,393,869 · end of year $441,389,134

  • 4 · Accounts receivable

    beginning of year $329,165,122 · end of year $477,994,645

  • 7 · Other notes and loans receivable

    beginning of year $5,162,331 · end of year $8,520,133

  • 8 · Inventories for sale or use

    beginning of year $83,360,200 · end of year $90,438,725

  • 9 · Prepaid expenses and deferred charges

    beginning of year $69,247,916 · end of year $70,517,464

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

    $3,938,145,210

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

    $2,004,464,584

  • 10c · Land, buildings and equipment, net

    beginning of year $1,725,090,920 · end of year $1,933,680,626

  • 11 · Investments: publicly traded securities

    beginning of year $2,444,350,506 · end of year $2,626,883,125

  • 12 · Investments: other securities

    beginning of year $2,696,106,627 · end of year $2,072,984,813

  • 13 · Investments: program-related

    beginning of year $4,828,835 · end of year $4,193,046

  • 14 · Intangible assets

    beginning of year $579,282,955 · end of year $596,207,473

  • 15 · Other assets

    beginning of year $317,912,829 · end of year $292,131,603

  • 17 · Accounts payable and accrued expenses

    beginning of year $538,076,129 · end of year $582,274,098

  • 19 · Deferred revenue

    beginning of year $1,580,465 · end of year $20,272,203

  • 20 · Tax-exempt bond liabilities

    beginning of year $640,900,660 · end of year $634,321,086

  • 23 · Secured mortgages and notes payable

    beginning of year $2,140,286,250 · end of year $2,014,616,250

  • 25 · Other liabilities

    beginning of year $3,735,916,333 · end of year $3,616,620,199

  • 27 · Net assets without donor restrictions

    beginning of year $2,279,139,925 · end of year $2,090,574,011

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $285,425

Mission and programs · 2022

Mission

SEE SCHEDULE O

  • NOVANT HEALTH, INC. IS THE PARENT HOSPITAL ORGANIZATION OF A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS, AND OTHER HEALTHCARE SERVICE PROVIDERS (COLLECTIVELY KNOWN AS "NOVANT HEALTH"). NOVANT HEALTH CONSISTS OF OVER 1,800 PHYSICIANS AND OVER 35,000 TEAM MEMBERS WHO MAKE HEALTHCARE REMARKABLE AT MORE THAN 800 LOCATIONS, INCLUDING 15 MEDICAL CENTERS AND HUNDREDS OF OUTPATIENT FACILITIES AND PHYSICIAN CLINICS. HEADQUARTERED IN WINSTON-SALEM, NC, NOVANT HEALTH IS COMMITTED TO MAKING HEALTHCARE REMARKABLE FOR PATIENTS AND COMMUNITIES.

    Expenses $353,590,790 · Grants $17,852,605 · Revenue $851,666,356

  • BRUNSWICK COMMUNITY HOSPITAL, LLC DBA NOVANT HEALTH BRUNSWICK MEDICAL CENTER, NOVANT HEALTH MINT HILL MEDICAL CENTER, LLC, NOVANT HEALTH THOMASVILLE MEDICAL CENTER, LLC, NOVANT HEALTH ROWAN MEDICAL CENTER, LLC, AND NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER, LLC EXIST TO PROMOTE THE HEALTH OF THE INHABITANTS OF THE BRUNSWICK, MECKLENBURG, DAVIDSON, ROWAN, AND NEW HANOVER COUNTIES OF NC RESPECTIVELY, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING 2022, THE HOSPITALS HAD 1,324 LICENSED BEDS. THERE WERE 328,181 PATIENT DAYS, WITH AN AVERAGE LENGTH OF STAY OF 6 DAYS, AND AN AVERAGE DAILY CENSUS OF 622. THERE WERE 57,286 DISCHARGES, 766,826 INPATIENT AND OUTPATIENT ENCOUNTERS, AND 273,594 EMERGENCY DEPARTMENT VISITS.

    Expenses $2,024,056,934 · Grants $1,199,676 · Revenue $2,126,944,987

  • THE HOLDING COMPANY FOR NOVANT'S AMBULATORY SERVICES, PRESBYTERIAN AMBULATORY HOLDINGS, LLC, IS A SINGLE MEMBER LLC HELD BY NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC, A SINGLE MEMBER LLC IN WHICH NOVANT HEALTH IS THE SOLE MEMBER. THE AMBULATORY CENTERS' OPERATIONS SERVE THE COMMUNITY BY PROVIDING ACCESS TO MUCH NEEDED HEALTHCARE SERVICES, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING 2022, THERE WERE 158,592 OUTPATIENT ENCOUNTERS.

    Expenses $33,121,580 · Revenue $71,817,358

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Carl Armato

    PRES & CEO NH / TRUSTEE

    Total calculated
    $5,341,778
    From this org
    $4,888,618
    From related orgs
    $0
    Other
    $453,160
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $2,258,713
    Bonus
    $1,724,913
    Other
    $904,992
    Deferred
    $418,300
    Nontaxable benefits
    $34,860
    Filer's total
    $5,341,778
  • Brandon T Adcock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • Deborah Ally

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • James Amos

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.2
  • Robert Barr MD

    CHAIR

    Total calculated
    $468
    From this org
    $468
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2 + 0.2 related
  • Alvaro De Molina

    TRUSTEE

    Total calculated
    $347
    From this org
    $347
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2
  • Joia Johnson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • Christine Katziff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • Ian McDonald

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • Thomas Neill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • George Patrick Phillips

    TRUSTEE

    Total calculated
    $314
    From this org
    $314
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2
  • David Plyler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • Elwood L Robinson PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • Laura Schulte

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2
  • Brian Eckel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • David King

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • Beverly Moose MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • Jason Thompson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2
  • Fred Hargett

    EVP & CFO

    Total calculated
    $2,417,516
    From this org
    $2,355,664
    From related orgs
    $0
    Other
    $61,852
    Hours/week
    50 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $1,092,939
    Bonus
    $843,828
    Other
    $418,897
    Deferred
    $18,300
    Nontaxable benefits
    $43,552
    Filer's total
    $2,417,516
  • Denise Mihal

    EVP

    Total calculated
    $1,795,117
    From this org
    $1,755,765
    From related orgs
    $0
    Other
    $39,352
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $834,650
    Bonus
    $692,010
    Other
    $229,105
    Deferred
    $18,300
    Nontaxable benefits
    $21,052
    Filer's total
    $1,795,117
  • Jeffery Lindsay

    EVP

    Total calculated
    $2,482,900
    From this org
    $2,431,801
    From related orgs
    $0
    Other
    $51,099
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,207,991
    Bonus
    $935,266
    Other
    $288,544
    Deferred
    $18,300
    Nontaxable benefits
    $32,799
    Filer's total
    $2,482,900
  • John Gizdic

    EVP

    Total calculated
    $2,492,717
    From this org
    $2,239,693
    From related orgs
    $0
    Other
    $253,024
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $957,106
    Bonus
    $797,153
    Other
    $485,434
    Deferred
    $215,030
    Nontaxable benefits
    $37,994
    Filer's total
    $2,492,717
  • Eric Eskioglu

    EVP (UNTIL 11/30/2022)

    Total calculated
    $1,804,753
    From this org
    $1,748,678
    From related orgs
    $0
    Other
    $56,075
    Hours/week
    50 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $822,425
    Bonus
    $721,758
    Other
    $204,495
    Deferred
    $18,300
    Nontaxable benefits
    $37,775
    Filer's total
    $1,804,753
  • Frank Emory Jr

    EVP

    Total calculated
    $1,643,957
    From this org
    $1,593,978
    From related orgs
    $0
    Other
    $49,979
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $790,498
    Bonus
    $599,395
    Other
    $204,085
    Deferred
    $18,300
    Nontaxable benefits
    $31,679
    Filer's total
    $1,643,957
  • Pamela Oliver MD

    EVP

    Total calculated
    $1,502,055
    From this org
    $1,304,291
    From related orgs
    $0
    Other
    $197,764
    Hours/week
    50 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $701,293
    Bonus
    $541,038
    Other
    $61,960
    Deferred
    $163,933
    Nontaxable benefits
    $33,831
    Filer's total
    $1,502,055
  • Angela Yochem

    EVP

    Total calculated
    $1,786,427
    From this org
    $1,569,577
    From related orgs
    $0
    Other
    $216,850
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $763,931
    Bonus
    $604,539
    Other
    $201,107
    Deferred
    $175,760
    Nontaxable benefits
    $41,090
    Filer's total
    $1,786,427
  • Tanya Blackmon

    EVP (UNTIL 3/21/2022)

    Total calculated
    $1,485,685
    From this org
    $1,467,762
    From related orgs
    $0
    Other
    $17,923
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $100,247
    Bonus
    $345,885
    Other
    $1,021,630
    Deferred
    $6,486
    Nontaxable benefits
    $11,437
    Filer's total
    $1,485,685
  • Jesse Cureton

    EVP

    Total calculated
    $1,475,410
    From this org
    $1,419,320
    From related orgs
    $0
    Other
    $56,090
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $636,077
    Bonus
    $548,188
    Other
    $235,055
    Deferred
    $18,300
    Nontaxable benefits
    $37,790
    Filer's total
    $1,475,410
  • James Swindle

    EVP

    Total calculated
    $609,676
    From this org
    $589,887
    From related orgs
    $0
    Other
    $19,789
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $563,445
    Bonus
    $0
    Other
    $26,442
    Deferred
    $0
    Nontaxable benefits
    $19,789
    Filer's total
    $609,676
  • Timothy Chase

    OBSTETRICIAN/GYNECOLOGIST

    Total calculated
    $2,075,393
    From this org
    $2,021,696
    From related orgs
    $0
    Other
    $53,697
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $684,937
    Bonus
    $1,311,358
    Other
    $25,401
    Deferred
    $18,300
    Nontaxable benefits
    $35,397
    Filer's total
    $2,075,393
  • Jack Ramage

    GASTROENTEROLOGIST

    Total calculated
    $1,590,367
    From this org
    $1,534,233
    From related orgs
    $0
    Other
    $56,134
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $808,531
    Bonus
    $702,580
    Other
    $23,122
    Deferred
    $18,300
    Nontaxable benefits
    $37,834
    Filer's total
    $1,590,367
  • Kevin Gaylord

    GASTROENTEROLOGIST

    Total calculated
    $1,316,129
    From this org
    $1,265,182
    From related orgs
    $0
    Other
    $50,947
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $870,464
    Bonus
    $392,097
    Other
    $2,621
    Deferred
    $18,300
    Nontaxable benefits
    $32,647
    Filer's total
    $1,316,129
  • Bryan Edwards

    SYSTEM PHYSICIAN EXECUTIVE

    Total calculated
    $1,323,629
    From this org
    $1,158,069
    From related orgs
    $0
    Other
    $165,560
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $634,928
    Bonus
    $376,958
    Other
    $146,183
    Deferred
    $125,596
    Nontaxable benefits
    $39,964
    Filer's total
    $1,323,629
  • Swaleh Bahamadi

    ONCOLOGIST

    Total calculated
    $1,165,177
    From this org
    $1,109,293
    From related orgs
    $0
    Other
    $55,884
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $772,731
    Bonus
    $334,165
    Other
    $2,397
    Deferred
    $18,300
    Nontaxable benefits
    $37,584
    Filer's total
    $1,165,177
  • Scott Myers

    FMR SVP (SEE SCHEDULE O)

    Total calculated
    $1,009,232
    From this org
    $898,590
    From related orgs
    $0
    Other
    $110,642
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $460,420
    Bonus
    $292,519
    Other
    $145,651
    Deferred
    $90,827
    Nontaxable benefits
    $19,815
    Filer's total
    $1,009,232
  • Laurie Whalin

    FMR PRESIDENT & COO NHBMC(SEE SCH O)

    Total calculated
    $623,900
    From this org
    $592,807
    From related orgs
    $0
    Other
    $31,093
    Hours/week
    50 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $418,388
    Bonus
    $106,725
    Other
    $67,694
    Deferred
    $18,300
    Nontaxable benefits
    $12,793
    Filer's total
    $623,900
  • Kathryn Langford

    FMR SVP (SEE SCHEDULE O)

    Total calculated
    $1,035,019
    From this org
    $922,653
    From related orgs
    $0
    Other
    $112,366
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $474,567
    Bonus
    $299,250
    Other
    $148,836
    Deferred
    $92,924
    Nontaxable benefits
    $19,442
    Filer's total
    $1,035,019
  • Geoffrey Gardner

    FMR SVP (SEE SCHEDULE O)

    Total calculated
    $1,042,989
    From this org
    $917,398
    From related orgs
    $0
    Other
    $125,591
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $479,401
    Bonus
    $277,940
    Other
    $160,057
    Deferred
    $94,317
    Nontaxable benefits
    $31,274
    Filer's total
    $1,042,989
  • Kimberly Henderson

    FMR SVP (SEE SCHEDULE O)

    Total calculated
    $1,044,836
    From this org
    $911,387
    From related orgs
    $0
    Other
    $133,449
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $493,499
    Bonus
    $281,252
    Other
    $136,636
    Deferred
    $105,150
    Nontaxable benefits
    $28,299
    Filer's total
    $1,044,836
  • Chere Gregory MD

    FMR SVP (SEE SCHEDULE O)

    Total calculated
    $992,363
    From this org
    $870,000
    From related orgs
    $0
    Other
    $122,363
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $468,709
    Bonus
    $287,367
    Other
    $113,924
    Deferred
    $88,449
    Nontaxable benefits
    $33,914
    Filer's total
    $992,363
  • Shelbourn Stevens

    FMR PRES & COO COASTAL (SEE SCH O)

    Total calculated
    $992,839
    From this org
    $869,332
    From related orgs
    $0
    Other
    $123,507
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $565,985
    Bonus
    $249,882
    Other
    $53,465
    Deferred
    $106,575
    Nontaxable benefits
    $16,932
    Filer's total
    $992,839
  • Thomas Jenike MD

    FMR SVP (SEE SCHEDULE O)

    Total calculated
    $983,343
    From this org
    $851,766
    From related orgs
    $0
    Other
    $131,577
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $420,516
    Bonus
    $277,214
    Other
    $154,036
    Deferred
    $86,090
    Nontaxable benefits
    $45,487
    Filer's total
    $983,343
  • Jonathan Applebaum

    FMR PRESIDENT & COO NHTMC(SEE SCH O)

    Total calculated
    $538,430
    From this org
    $496,136
    From related orgs
    $0
    Other
    $42,294
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $286,494
    Bonus
    $170,867
    Other
    $38,775
    Deferred
    $18,300
    Nontaxable benefits
    $23,994
    Filer's total
    $538,430
  • Allison Greear

    FMR PRES & COO NHMHMC (SEE SCH O)

    Total calculated
    $482,609
    From this org
    $451,173
    From related orgs
    $0
    Other
    $31,436
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $256,046
    Bonus
    $157,718
    Other
    $37,409
    Deferred
    $16,625
    Nontaxable benefits
    $14,811
    Filer's total
    $482,609
  • Jon Griffin

    FMR SVP (UNTIL 2/3/22) (SEE SCH O)

    Total calculated
    $457,408
    From this org
    $449,079
    From related orgs
    $0
    Other
    $8,329
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $51,582
    Bonus
    $291,054
    Other
    $106,443
    Deferred
    $2,712
    Nontaxable benefits
    $5,617
    Filer's total
    $457,408
  • Wayne Morgan

    FMR SVP

    Total calculated
    $470,769
    From this org
    $428,811
    From related orgs
    $0
    Other
    $41,958
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $264,315
    Bonus
    $137,017
    Other
    $27,479
    Deferred
    $17,100
    Nontaxable benefits
    $24,858
    Filer's total
    $470,769
  • Alfred Pilong

    FMR SVP (SEE SCHEDULE O)

    Total calculated
    $361,150
    From this org
    $359,032
    From related orgs
    $0
    Other
    $2,118
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $10,537
    Bonus
    $327,547
    Other
    $20,948
    Deferred
    $764
    Nontaxable benefits
    $1,354
    Filer's total
    $361,150
  • Arthur J Patefield

    FMR SVP

    Total calculated
    $352,052
    From this org
    $347,823
    From related orgs
    $0
    Other
    $4,229
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $32,780
    Bonus
    $291,833
    Other
    $23,210
    Deferred
    $1,541
    Nontaxable benefits
    $2,688
    Filer's total
    $352,052

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 · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Discretionary spending account
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

PART I, LINE 1A
PART I, LINE 1A: FRINGE OR EXPENSE EXPLANATION FIRST-CLASS OR CHARTER TRAVEL: FIRST-CLASS OR CHARTER TRAVEL IS NOT A COVERED TRAVEL EXPENSE FOR EXECUTIVES; THEY ARE LIMITED TO BUSINESS OR COACH CLASS FARES FOR COMMERCIAL FLIGHTS. HOWEVER, CHARTER TRAVEL IS AVAILABLE TO CERTAIN EXECUTIVES, BOARD MEMBERS, AND APPROVED BUSINESS PERSONNEL MEETING APPLICABLE POLICY CRITERIA. TRAVEL FOR COMPANIONS: COMPANIONS ARE ALLOWED ON CERTAIN CHARTER FLIGHTS PAID FOR BY THE ORGANIZATION. IN THAT CASE, THE VALUE OF THE COMPANION'S FLIGHT IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. DISCRETIONARY SPENDING ACCOUNT: CERTAIN EXECUTIVES RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THE DOLLAR AMOUNT IN THE ACCOUNT IS PRE-APPROVED BY THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES.THE EXECUTIVE MAY DEFER THE AMOUNT TO A RETIREMENT ACCOUNT OR THE AMOUNT IS TREATED AS COMPENSATION AND IS SPREAD OUT OVER THE COURSE OF THE YEAR IN THE EXECUTIVE'S PAYCHECKS AS TAXABLE INCOME. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: WE PROVIDE TEMPORARY HOUSING ALLOWANCES IN CERTAIN EXECUTIVE RECRUITMENT AND RELOCATION PACKAGES. THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS.
PART I, LINES 4A-B
PART I, LINES 4A-C: SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SEVERANCE TANYA BLACKMON $591,428 NONQUALIFIED CARL ARMATO $11,428 TANYA BLACKMON $301,234 JESSE CURETON $182,074 BRYAN EDWARDS $104,269 ERIC ESKIOGLU $126,073 GEOFFREY GARDNER $119,280 CHERE GREGORY $90,657 JON GRIFFIN $84,773 FRED HARGETT $11,892 KIMBERLY HENDERSON $91,918 THOMAS JENIKE $104,124 KATHRYN LANGFORD $105,765 JEFFERY LINDSAY $11,428 DENISE MIHAL $11,428 SCOTT MYERS $100,803 PAMELA OLIVER $11,892 SHELBOURN STEVENS $11,667 ANGELA YOCHEM $156,485 EQUITY-BASED NONE
PART I, LINE 4A - SEVERANCE PLAN:
ELIGIBLE EXECUTIVES MAY RECEIVE SEVERANCE PAY THAT IS BASED ON ANNUAL COMPENSATION FOR A SPECIFIED PERIOD OF TIME. THE SEVERANCE PAY WOULD BE PAID ONLY IN THE EVENT OF CERTAIN TYPES OF EMPLOYMENT TERMINATION, AND IS FURTHER CONTINGENT ON THE SATISFACTION OF OTHER CONDITIONS SUCH AS COMPLIANCE WITH A NON-COMPETITION COVENANT. ANY CURRENT YEAR PAYMENTS HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(III) OF SCHEDULE J. THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE NOVANT HEALTH BOARD REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS SEVERANCE PLAN.
PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS:
THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") IS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES, AND TO OFFER COMPETITIVE TOTAL COMPENSATION. GENERALLY, ANNUAL CONTRIBUTIONS TO THE PLAN OR PAYMENTS TO PARTICIPANTS WILL BE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST OF THE PREVIOUS PLAN YEAR AND ARE REPORTED IN COLUMN (C) OF SCHEDULE J. PRIOR TO MAKING THE CONTRIBUTIONS OR PAYMENTS, THE NOVANT HEALTH COMPENSATION AND LEADERSHIP COMMITTEE ("COMMITTEE") WILL APPROVE THE AMOUNTS AS TO REASONABLENESS, WHEN COMBINED WITH ALL OTHER ANNUAL COMPENSATION. A 3 YEAR CLASS-YEAR VESTING PERIOD WILL APPLY UP TO AGE 62, WHEN ALL MONEY WOULD BE VESTED AND PAID OUT TO THE PARTICIPANT. OTHERWISE, VESTING WILL OCCUR ON JANUARY 1ST OF EACH YEAR FOR THE APPROPRIATE CLASS-YEAR VESTING PERIOD. THE COMMITTEE REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS.

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.

  • PRESBYTERIAN SAMEDAY SURGERY CENTER AT BALLANTYNE LLC

    HEALTHCARE · NC · income $7,186,027 · assets $3,754,960

    Directly controlled by PRESBYTERIAN AMBULATORY HOLDINGS LLC

  • NOVANT HEALTH MONROE OUTPATIENT SURGERY LLC

    HEALTHCARE · NC · income $0 · assets $0

    Directly controlled by PRESBYTERIAN AMBULATORY HOLDINGS LLC

  • BRUNSWICK COMMUNITY HOSPITAL LLC

    HEALTHCARE · NC · income $144,069,338 · assets $100,751,331

    Directly controlled by NOVANT HEALTH COASTAL REGION LLC

  • PRESBYTERIAN BREAST CENTER LLC

    HEALTHCARE · NC · income $21,684,962 · assets $15,710,735

    Directly controlled by PRESBYTERIAN AMBULATORY HOLDINGS LLC

  • NOVANT HEALTH MINT HILL MEDICAL CENTER LLC

    HEALTHCARE · NC · income $109,451,886 · assets $114,642,845

    Directly controlled by NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC

  • NOVANT ASSET MANAGEMENT LLC

    ASSET MGMT · NC · income $521,380 · assets $135,830

    Directly controlled by NOVANT HEALTH INC

  • PRESBYTERIAN SAMEDAY SURGERY AT HUNTERSVILLE LLC

    HEALTHCARE · NC · income $14,214,764 · assets $6,203,478

    Directly controlled by PRESBYTERIAN AMBULATORY HOLDINGS LLC

  • NOVANT PROPERTIES LLC

    REAL ESTATE · NC · income $406,252 · assets $105,156,261

    Directly controlled by NOVANT HEALTH INC

  • CALL-A-NURSE LLC

    HEALTHCARE · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • NMG SOUTHPARK SERVICES LLC

    HEALTHCARE · NC · income $2,272,963 · assets $431,243

    Directly controlled by NMG SERVICES LLC

  • NMG SERVICES LLC

    HEALTHCARE · NC · income $2,114,136 · assets $2,867,378

    Directly controlled by NOVANT HEALTH INC

  • PROVIDENCE ROAD LAND PARTNERS LLC

    REAL ESTATE · NC · income $947,739 · assets $37,384,971

    Directly controlled by NOVANT HEALTH INC

  • PRESBYTERIAN IMAGING CENTERS LLC

    HEALTHCARE · NC · income $22,208,329 · assets $17,973,599

    Directly controlled by PRESBYTERIAN AMBULATORY HOLDINGS LLC

  • NOVANT HEALTH-PRINCE WILLIAM ASSET CO

    ASSET HOLDING COMPANY · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH CASUALTY LLC

    INSURANCE · NC · income $156 · assets $25,774

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH PROVIDER INSURANCE PROTECTED CELL LLC

    INSURANCE · NC · income $12,022,022 · assets $38,942,844

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH BRUNSWICK ENDOSCOPY CENTER LLC

    HEALTHCARE · NC · income $1,697,272 · assets $2,408,429

    Directly controlled by BRUNSWICK COMMUNITY HOSPITAL LLC

  • NOVANT HEALTH REALTY HOLDINGS LLC

    REAL ESTATE · NC · income $0 · assets $13,743,606

    Directly controlled by NOVANT HEALTH INC

  • NH DIGITAL HOLDINGS LLC

    HEALTHCARE · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • NH DIGITAL DEVICES LLC

    HEALTHCARE · NC · income $117,235 · assets $1,568,047

    Directly controlled by NH DIGITAL HOLDINGS LLC

  • NH DIGITAL HEALTH SERVICES LLC

    HEALTHCARE · NC · income $3,099,371 · assets $713,040

    Directly controlled by NH DIGITAL HOLDINGS LLC

  • NOVANT HEALTH INSURANCE PROTECTED CELL LLC

    INSURANCE · NC · income $17,972,209 · assets $29,781,152

    Directly controlled by NOVANT HEALTH INC

  • NH-CL CLINICS LLC

    HEALTHCARE · NC · income $7,716,154 · assets $1,354,047

    Directly controlled by NMG SERVICES LLC

  • NH CORPORATE HEALTH LLC

    HEALTHCARE · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER LLC

    HEALTHCARE · NC · income $1,384,569,595 · assets $1,806,557,073

    Directly controlled by NOVANT HEALTH COASTAL REGION LLC

  • NOVANT HEALTH COASTAL REGION LLC

    HOLDING COMPANY · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH BALLANTYNE MEDICAL CENTER LLC

    HEALTHCARE · NC · income $0 · assets $161

    Directly controlled by NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC

  • NOVANT HEALTH CLINICAL RESEARCH LLC

    CLINICAL RESEARCH · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH MEDICAL GROUP COASTAL REGION LLC

    HEALTHCARE · NC · income $171,053,603 · assets $37,721,937

    Directly controlled by NOVANT HEALTH COASTAL REGION LLC

  • NOVANT HEALTH INCLUSION STRATEGIES LLC

    CONSULTING · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH AFFILIATE I LLC FKA NH INNOVATIONS CLINICS LLC

    HEALTHCARE · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • PRESBYTERIAN AMBULATORY HOLDINGS LLC

    HOLDING COMPANY · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC

  • 1427 EAST FOURTH STREET LLC

    REAL ESTATE · NC · income $0 · assets $0

    Directly controlled by PROVIDENCE ROAD LAND PARTNERS LLC

  • 1600 ELIZABETH AVENUE LLC

    REAL ESTATE · NC · income $0 · assets $0

    Directly controlled by PROVIDENCE ROAD LAND PARTNERS LLC

  • PRESBYTERIAN DIAGNOSTIC CENTER AT CABARRUS LLC

    INACTIVE · NC · income $0 · assets $0

    Directly controlled by PRESBYTERIAN AMBULATORY HOLDINGS LLC

  • PRESBYTERIAN MOBILE IMAGING LLC

    INACTIVE · NC · income $0 · assets $0

    Directly controlled by PRESBYTERIAN AMBULATORY HOLDINGS LLC

  • TORRENCE STREET PARTNERS LLC

    INACTIVE · NC · income $0 · assets $0

    Directly controlled by PROVIDENCE ROAD LAND PARTNERS LLC

  • STEELE CREEK DEVELOPMENT LLC

    INACTIVE · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC

  • NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC

    HOLDING COMPANY · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH TRIAD REGION LLC

    HOLDING COMPANY · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • SAMEDAY SURGERY CENTER AT PRESBYTERIAN LLC

    INACTIVE · NC · income $0 · assets $0

    Directly controlled by PRESBYTERIAN AMBULATORY HOLDINGS LLC

  • NOVANT HEALTH THOMASVILLE MEDICAL CENTER LLC

    HEALTHCARE · NC · income $312,176,714 · assets $90,695,263

    Directly controlled by NOVANT HEALTH TRIAD REGION LLC

  • PHYSICIAN QUALITY PARTNERS LLC

    HEALTHCARE · NC · income $1,893,580 · assets $2,348,799

    Directly controlled by NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER LLC

  • NEW HANOVER HEALTH LLC

    HEALTHCARE · NC · income $6,073,417 · assets $592,694

    Directly controlled by NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER LLC

  • NOVANT HEALTH WILMINGTON ENDOSCOPY CENTER LLC

    HEALTHCARE · NC · income $6,523,277 · assets $5,069,118

    Directly controlled by NOVANT HEALTH MEDICAL GROUP COASTAL REGION LLC

  • ATLANTIC SURGICENTER LLC

    HEALTHCARE · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER LLC

  • NH RESOURCE AGENCY LLC

    HEALTHCARE · NC · income $0 · assets $174,674

    Directly controlled by NOVANT HEALTH INC

  • QUALITY PROFESSIONAL INSURANCE PROTECTED CELL LLC

    HEALTHCARE · NC · income $442,851 · assets $2,446,551

    Directly controlled by NOVANT HEALTH INC

  • THE NOVANT HEALTH INC TRUST

    TRUST · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH ASHEVILLE MEDICAL CENTER LLC

    HEALTHCARE · NC · income $0 · assets $0

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH BRUNSWICK SURGERY CENTER LLC

    HEALTHCARE · NC · income $0 · assets $0

    Directly controlled by BRUNSWICK COMMUNITY HOSPITAL LLC

  • NOVANT HEALTH ROWAN MEDICAL CENTER LLC

    HEALTHCARE · NC · income $307,873,835 · assets $198,818,426

    Directly controlled by ROWAN HEALTH SERVICES LLC

  • ROWAN HEALTH SERVICES LLC

    HEALTHCARE · NC · income $123,509 · assets $12,251,625

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH ACCOUNTABLE CARE ORGANIZATION I LLC

    MANAGED CARE SVCS · NC · income $8,432,318 · assets $7,031,755

    Directly controlled by NMG SERVICES LLC

Related partnerships

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

  • ENDOSCOPY CENTER OF LAKE NORMAN LLC

    RELATED · HEALTHCARE · NC · 51% owned · share of income $626,413 · share of assets $901,834 · general or managing partner

    Directly controlled by PRESBYTERIAN AMBULATORY HOLDINGS LLC (NOVANT HEALTH INC)

  • PLAZA CENTER LLC

    INVESTMENT · RENTAL REAL ESTATE · NC · 60% owned · share of income $580,070 · share of assets $5,882,679

    Directly controlled by NOVANT HEALTH INC

  • CORELIFE NORTH CAROLINA LLC

    RELATED · HEALTHCARE · NC · 50.5% owned · share of income -$502,323 · share of assets $1,596,918 · general or managing partner

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH-GOHEALTH URGENT CARE LLC

    RELATED · HEALTHCARE · NC · 50.1% owned · share of income -$3,943,211 · share of assets $10,829,405

    Directly controlled by NOVANT HEALTH INC

  • NOVANT HEALTH ROWAN ENDOSCOPY CENTER LLC

    RELATED · HEALTHCARE · NC · 51% owned · general or managing partner

    Directly controlled by NOVANT HEALTH ROWAN MEDICAL CENTER LLC

Related corporations and trusts

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

  • ADEPT HEALTH INC

    C · ADMIN SERVICES · NC · 100% owned · share of income $107,170 · share of assets $8,752,885 · controlled entity

    Directly controlled by NOVANT HEALTH INC

  • CHOICEHEALTH INC

    C · MANAGED CARE · NC · 100% owned · share of income $17,389,528 · share of assets $20,392,136 · controlled entity

    Directly controlled by NOVANT HEALTH INC

  • COMMUNICARE INC

    C · RENTAL REAL ESTATE · NC · 100% owned · share of assets $979,164 · controlled entity

    Directly controlled by NOVANT HEALTH THOMASVILLE MEDICAL CENTER LLC

  • KERNERSVILLE MEDICAL CENTER PARK OWNERS' ASSOCIATION

    C · RENTAL REAL ESTATE · NC · 100% owned · share of assets $1,176,694 · controlled entity

    Directly controlled by NOVANT HEALTH INC

  • MEDQUEST INC & SUBSIDIARIES

    C · DIAGNOSTIC IMAGING · DE · 100% owned · share of income $138,912,435 · share of assets $196,753,364 · controlled entity

    Directly controlled by NOVANT HEALTH INC

  • SALEM DIAGNOSTICS INC

    C · HEALTH RELATED · NC · 100% owned · controlled entity

    Directly controlled by SALEM HEALTH SERVICES INC

  • SALEM HEALTH SERVICES INC

    C · HEALTH RELATED · NC · 100% owned · share of assets $279,565 · controlled entity

    Directly controlled by NOVANT HEALTH TRIAD REGION LLC

  • THE PARK AT MONROE PROPERTY OWNERS ASSOCIATION INC

    C · RENTAL REAL ESTATE · NC · 100% owned · share of income $123,606 · share of assets $139,812 · controlled entity

    Directly controlled by NOVANT HEALTH INC

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202313189349316801

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

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