Skip to content
Nonprofiteer
← BLUE RIDGE HEALTHCARE FOUNDATION INC

Form 990 for tax year 2022

Filed by BLUE RIDGE HEALTHCARE FOUNDATION INC.

What the amendment changed

Compared with the return it replaced , filed 26 April 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$583,354 changed to $1,023,874
Total expenses
$245,148 changed to $823,889
Contributions and grants received
$519,027 changed to $1,019,427
Grants paid
$0 changed to $808,334
Investment income
$32,023 changed to $126,713
Other revenue
$32,304 changed to -$122,266
Total assets, end of year
$4,110,015 changed to $4,324,860
Total liabilities, end of year
$327,012 changed to $170,760
Net assets or fund balances, end of year
$3,783,003 changed to $4,154,100
Program services expenses
$215,022 changed to $823,889
Fundraising expenses
$30,126 changed to $0
Program service expenses (Part III)
$215,022 changed to $823,889

Listed only on the earlier return

  • AMOAKO PATRICIA MD
  • BAILEY KATHY
  • BELL CATHERINE
  • BLACKWELL THOMAS O TOD
  • BUNNER GREG
  • COSTIC DR DONALD J JR MD
  • GANTT AMBER BERNARD
  • HOUSER DR DUSTIN DC
  • LINK LEAH
  • MOLL PATRICIA
  • MULL MARY KATHERINE
  • MULL TRAVIS
  • PICKERT ED
  • RIEBEL TRACI
  • ROSTAN MARK
  • THOMAS ELIZABETH

Listed only on the later return

  • AMBER BERNARD GANTT
  • CATHERINE BELL
  • DR DUSTIN HOUSER DC
  • ED PICKERT
  • ELIZABETH THOMAS
  • GREG BUNNER
  • KATHY BAILEY
  • KELLY MESSENHEIMER
  • MARK ROSTAN
  • MARY KATHERINE MULL
  • PATRICIA AMOAKO MD
  • PATRICIA MOLL
  • THOMAS O BLACKWELL
  • TRACI RIEBEL
  • TRAVIS MULL

Totals

Total revenue
$1,023,874
Total expenses
$823,889
Contributions and grants received
$1,019,427
Grants paid
$808,334
Program service revenue
$0
Investment income
$126,713
Other revenue
-$122,266
Total assets, end of year
$4,324,860
Total liabilities, end of year
$170,760
Net assets or fund balances, end of year
$4,154,100
Program services expenses (Part IX)
$823,889
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$823,889

Program services were 100.0% 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.

  • 1c · Fundraising events

    $396,584

  • 1f · All other contributions, gifts and grants

    $622,843

  • 1g · Noncash contributions included above

    $70,845

  • 3 · Investment income

    total $105,717 · excluded $105,717

  • 7a · Gross sales of assets other than inventory

    securities $20,996

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

    securities $0

  • 7c · Gain or loss

    securities $20,996

  • 7d · Net gain or loss

    total $20,996 · excluded $20,996

  • 8a · Fundraising events: gross income

    $76,181

  • 8a · Fundraising events: contributions included on line 1c

    $396,584

  • 8b · Fundraising events: direct expenses

    $198,447

  • 8c · Net income from fundraising events

    total -$122,266 · excluded -$122,266

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $808,334 · program services $808,334

  • 24a · Other expenses: MISCELLANEOUS

    total $15,555 · program services $15,555

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,000 · end of year $1,000

  • 2 · Savings and temporary cash investments

    beginning of year $291,262 · end of year $368,927

  • 3 · Pledges and grants receivable

    beginning of year $0

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

    $38,300

  • 10c · Land, buildings and equipment, net

    beginning of year $38,300 · end of year $38,300

  • 11 · Investments: publicly traded securities

    beginning of year $917,199 · end of year $990,775

  • 12 · Investments: other securities

    beginning of year $169,024 · end of year $182,734

  • 13 · Investments: program-related

    beginning of year $2,693,230 · end of year $2,743,124

  • 17 · Accounts payable and accrued expenses

    beginning of year $43,551 · end of year $50,225

  • 19 · Deferred revenue

    beginning of year $282,707 · end of year $120,535

  • 25 · Other liabilities

    beginning of year $754 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,230,264 · end of year $1,377,874

  • 28 · Net assets with donor restrictions

    beginning of year $2,552,739 · end of year $2,776,226

Mission and programs · 2022

Mission

TO PROMOTE THE MAKING OF GIFTS FOR THE PURPOSE OF SUPPORTING THE BLUE RIDGE HEALTHCARE SYSTEM OF HOSPITALS AND ITS TAX-EXEMPT, NON-PROFIT, CHARITABLE AFFILIATES.

  • BRHC FOUNDATION HOLDS FUNDRAISERS TO FUND VARIOUS PROGRAMS THAT BENEFIT PATIENTS, BRHC EMPLOYEE EMERGENCY FUNDS, HEALTHCARE RELATED COMMUNITY PROJECTS AND GENERAL UNRESTRICTED SUPPORT.

    Expenses $823,889 · Grants $808,334

As filed on the 2022 return.

Listed in Part VII

  • PATRICIA AMOAKO MD

    BOARD MEMBER

    Total calculated
    $337,125
    From this org
    $0
    From related orgs
    $306,034
    Other
    $31,091
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,536 related
    Bonus
    $0
    Other
    $0 + $498 related
    Deferred
    $0 + $8,634 related
    Nontaxable benefits
    $0 + $22,457 related
    Filer's total
    $0 + $337,125 related

  • CATHERINE BELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS O BLACKWELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREG BUNNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KELLY MESSENHEIMER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMBER BERNARD GANTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR DUSTIN HOUSER DC

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH THOMAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARY KATHERINE MULL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TRAVIS MULL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ED PICKERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK ROSTAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHY BAILEY

    PRESIDENT / CEO

    Total calculated
    $979,442
    From this org
    $0
    From related orgs
    $965,485
    Other
    $13,957
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,355 related
    Bonus
    $0 + $362,492 related
    Other
    $0 + $2,638 related
    Deferred
    $0 + $3,664 related
    Nontaxable benefits
    $0 + $10,293 related
    Filer's total
    $0 + $979,442 related

  • PATRICIA MOLL

    CFO

    Total calculated
    $430,768
    From this org
    $0
    From related orgs
    $387,359
    Other
    $43,409
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,224 related
    Bonus
    $0 + $129,512 related
    Other
    $0 + $12,623 related
    Deferred
    $0 + $7,940 related
    Nontaxable benefits
    $0 + $35,469 related
    Filer's total
    $0 + $430,768 related

  • TRACI RIEBEL

    EXECUTIVE DIRECTOR

    Total calculated
    $112,639
    From this org
    $0
    From related orgs
    $96,929
    Other
    $15,710
    Hours/week
    50

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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

PART I, LINE 1A
ALL BENEFITS PROVIDED TO OFFICERS FACILITATE BUSINESS RELATIONSHIPS. BRHC PAID THE CLUB DUES FOR KATHY BAILEY.
PART I, LINE 3
IN 2021, THE ORGANIZATION TERMINATED THE MANAGEMENT SERVICES CONTRACT WITH ATRIUM HEALTH (FORMERLY CAROLINAS HEALTHCARE SYSTEM) AND ENTERED INTO A MANAGEMENT SERVICES CONTRACT WITH UNC HEALTH. THE ORGANIZATION COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION PACKAGE.
PART I, LINE 4B
DURING THE YEAR, THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SECTION 457(F) PLAN: PATRICIA MOLL $ 11,792
PART I, LINE 6
BONUSES ARE PAID IF THE ORGANIZATION'S RESULTS MEET CERTAIN PERFORMANCE INDICATORS.

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

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
25 April 2024
IRS schema version
2022v5.0
Source object
202401239349301200

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.