Totals
- Total revenue
- $191,550,558
- Total expenses
- $169,159,351
- Contributions and grants received
- $219,847
- Grants paid
- $0
- Program service revenue
- $185,996,497
- Investment income
- $2,214,278
- Other revenue
- $3,119,936
- Total assets, end of year
- $199,761,821
- Total liabilities, end of year
- $38,906,226
- Net assets or fund balances, end of year
- $160,855,595
- Program services expenses (Part IX)
- $150,490,891
- Management and general expenses
- $18,469,267
- Fundraising expenses
- $199,193
- Program service expenses (Part III)
- $150,490,891
Program services were 89.0% 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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$126,339
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$93,508
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue: PATIENT SERVICES
total $185,548,138 · related or exempt $184,686,194 · unrelated business $861,944 · excluded $0
-
2b · Program service revenue: ANCILLARY SERVICES
total $399,106 · related or exempt $399,106 · unrelated business $0 · excluded $0
-
2c · Program service revenue: WELLNESS CENTER REVENUE
total $49,253 · related or exempt $49,253 · unrelated business $0 · excluded $0
-
2d · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2e · Program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $2,284,370 · related or exempt $0 · unrelated business $0 · excluded $2,284,370
-
4 · Income from investment of tax-exempt bond proceeds
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
5 · Royalties
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
6a · Gross rents
real property $0 · personal property $1,290,861
-
6b · Less rental expenses
real property $0 · personal property $0
-
6c · Rental income or loss
real property $0 · personal property $1,290,861
-
6d · Net rental income or loss
total $1,290,861 · related or exempt $0 · unrelated business $0 · excluded $1,290,861
-
7a · Gross sales of assets other than inventory
securities $0 · other assets $0
-
7b · Less cost or other basis and sales expenses
securities $0 · other assets $70,092
-
7c · Gain or loss
securities $0 · other assets -$70,092
-
7d · Net gain or loss
total -$70,092 · related or exempt $0 · unrelated business $0 · excluded -$70,092
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0 · unrelated business $0 · excluded $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
10a · Gross sales of inventory
$1,717,332
-
10b · Cost of goods sold
$771,469
-
10c · Net income from sales of inventory
total $945,863 · related or exempt $945,863 · unrelated business $0 · excluded $0
-
11a · Other revenue: CAFETERIA
total $696,200 · related or exempt $0 · unrelated business $0 · excluded $696,200
-
11b · Other revenue: OTHER NON OPERATING REVENUE
total $107,700 · related or exempt $0 · unrelated business $0 · excluded $107,700
-
11c · Other revenue: LEASE QUERY INVESTMENT INCOME
total $42,992 · related or exempt $0 · unrelated business $0 · excluded $42,992
-
11d · All other revenue
total $36,320 · related or exempt $0 · unrelated business $0 · excluded $36,320
-
11e · Other revenue, total
$883,212
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $0 · program services $0
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $1,951,645 · program services $195,164 · management and general $1,756,481 · fundraising $0
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $59,852,458 · program services $46,562,782 · management and general $13,133,092 · fundraising $156,584
-
8 · Pension plan contributions
total $1,694,768 · program services $1,564,921 · management and general $123,584 · fundraising $6,263
-
9 · Other employee benefits
total $9,921,319 · program services $7,505,982 · management and general $2,390,201 · fundraising $25,136
-
10 · Payroll taxes
total $4,424,409 · program services $3,347,290 · management and general $1,065,909 · fundraising $11,210
-
11a · Fees: management
total $0 · program services $0 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $71,722 · program services $71,722 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $190,922 · program services $190,922 · management and general $0 · fundraising $0
-
11d · Fees: lobbying
total $16,867 · program services $16,867 · management and general $0 · fundraising $0
-
11e · Fees: professional fundraising services
total $0 · fundraising $0
-
11f · Fees: investment management
total $74,621 · program services $74,621 · management and general $0 · fundraising $0
-
11g · Fees: other
total $15,118,074 · program services $15,118,074 · management and general $0 · fundraising $0
-
12 · Advertising and promotion
total $248,606 · program services $248,606 · management and general $0 · fundraising $0
-
13 · Office expenses
total $77,317 · program services $77,317 · management and general $0 · fundraising $0
-
14 · Information technology
total $0 · program services $0 · management and general $0 · fundraising $0
-
15 · Royalties
total $0 · program services $0 · management and general $0 · fundraising $0
-
16 · Occupancy
total $2,221,942 · program services $2,221,942 · management and general $0 · fundraising $0
-
17 · Travel
total $67,341 · program services $67,341 · management and general $0 · fundraising $0
-
18 · Travel or entertainment for public officials
total $0 · program services $0 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $32,268 · program services $32,268 · management and general $0 · fundraising $0
-
20 · Interest
total $402,883 · program services $402,883 · management and general $0 · fundraising $0
-
21 · Payments to affiliates
total $29,434,804 · program services $29,434,804 · management and general $0 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $9,070,352 · program services $9,070,352 · management and general $0 · fundraising $0
-
23 · Insurance
total $406,063 · program services $406,063 · management and general $0 · fundraising $0
-
24a · Other expenses: BAD DEBT EXPENSE
total $12,605,639 · program services $12,605,639 · management and general $0 · fundraising $0
-
24b · Other expenses: MEDICAL SUPPLIES
total $14,776,534 · program services $14,776,534 · management and general $0 · fundraising $0
-
24c · Other expenses: OTHER SUPPLIES AND EXPENSES
total $5,984,510 · program services $5,984,510 · management and general $0 · fundraising $0
-
24d · Other expenses: OTHERS
total $514,287 · program services $514,287 · management and general $0 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
-
26 · Joint costs (an allocation of the lines above)
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 $672 · end of year $672
-
2 · Savings and temporary cash investments
beginning of year $9,252,257 · end of year $26,370,057
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $19,244,579 · end of year $24,451,395
-
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 $3,143,548 · end of year $2,970,813
-
9 · Prepaid expenses and deferred charges
beginning of year $11,327,139 · end of year $11,083,057
-
10a · Land, buildings and equipment: cost or other basis
$184,260,006
-
10b · Land, buildings and equipment: accumulated depreciation
$126,535,480
-
10c · Land, buildings and equipment, net
beginning of year $56,044,083 · end of year $57,724,526
-
11 · Investments: publicly traded securities
beginning of year $53,329,895 · end of year $57,746,693
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $19,633,564 · end of year $19,414,608
-
17 · Accounts payable and accrued expenses
beginning of year $10,340,337 · end of year $11,059,469
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $1,251,703 · end of year $1,167,080
-
20 · Tax-exempt bond liabilities
beginning of year $11,930,000 · end of year $11,160,000
-
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 $9,421,952 · end of year $10,006,705
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $4,994,108 · end of year $5,512,972
-
27 · Net assets without donor restrictions
beginning of year $98,122,864 · end of year $120,172,826
-
28 · Net assets with donor restrictions
beginning of year $35,914,773 · end of year $40,682,769
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
THE MISSION OF UNC HEALTH LENOIR IS TO ENSURE EXCEPTIONAL HEALTHCARE FOR THE PEOPLE WE SERVE.
Activities or mission (Part I)
PROVIDING EXCEPTIONAL HEALTHCARE AS AN OUTSTANDING COMMUNITY HOSPITAL
-
IN 2024/ 2025, THE LATEST CYCLE FOR COMPLETING COMMUNITY HEALTH NEEDS ASSESSMENT WAS INITIATED IN LENOIR COUNTY BY LENOIR COUNTY HEALTH DEPARTMENT AND UNC HEALTH LENOIR. LENOIR COUNTY WORKS WITHIN THE HEALTH ENC PARTNERSHIP IN UNIFYING REGIONAL PROCESSES AND TIMELINE. COMMUNITY INPUT WAS OBTAINED THROUGH A SURVEY PROCESS AND INPUT OF COMMUNITY HEALTH LEADERS USING THE LENOIR COUNTY ALLIANCE FOR A HEALTHY COMMUNITY TO COLLABORATE AND PARTNER IN ESTABLISHING COMMUNITY PRIORITIES FOR THE NEXT THREE YEARS. COMMUNITY PRIORITIES WERE ESTABLISHED IN NO PARTICULAR ORDER AS: + PHYSICAL HEALTH (CHRONIC DISEASES, CANCER, AND OBESITY) & HEALTHCARE ACCESS & QUALITY + TRANSPORTATION &TRANSIT + MENTAL HEALTH THE FULL 2024 LENOIR COUNTY CHNA AND UNC HEALTH LENOIR IMPLEMENTATION STRATEGIES AS WELL AS PAST ASSESSMENTS AND STRATEGIES ARE LOCATED AT THE HEALTHY COMMUNITIES TAB UNDER THE MINGES WELLNESS CENTER AT UNCLENOIR.ORG OR THROUGH HTTPS://WWW.UNCLENOIR.ORG/MINGES-WELLNESS-CENTER/COMMUNITYHEALTHNEEDSASSESSMENT/. HEALTHY COMMUNITIES COMMUNITY PORTAL USING THE HEALTHY COMMUNITIES INSTITUTE, A COMPREHENSIVE HEALTH STATUS DATABASE IS LOCATED AT THE LENOIR COUNTY HEALTHY COMMUNITIES TAB UNDER THE MINGES WELLNESS CENTER AT UNCLENOIR.ORG WHICH PROVIDES THE LATEST LENOIR COUNTY DEMOGRAPHICS AND LEADING HEALTH INDICATORS. IT ALLOWS THE USER TO SEARCH AND REPORT ON MORE THAN 200 HEALTH, ECONOMIC, SOCIAL, AND WELL-BEING INDICATORS, DEMOGRAPHICS, AND COMPARISONS WITH NC AND NATIONAL BENCHMARKS. THE DATABASE PROVIDES PROMISING PRACTICES FOR COMMUNITY HEALTH INTERVENTIONS AND ALLOWS THE COMMUNITY TO ADD LOCAL REPORTS FOR A ONE STOP INSPECTION FOR LOCAL COMMUNITY HEALTH ASSESSMENT. COMMUNITY LEADERS HAVE BEEN INFORMED OF THE FREE RESOURCE FOR GENERAL USE. COMMUNITY COALITION ACTIVITIES THE LENOIR COUNTY ALLIANCE FOR A HEALTHY COMMUNITY MET MONTHLY FOR COMMUNITY NETWORKING AND INFORMATION SHARING. ALMOST 20 DIFFERENT COMMUNITY ORGANIZATIONS PARTICIPATE IN THE MEETINGS. ECONOMIC DEVELOPMENT UNC HEALTH LENOIR FINANCIALLY SUPPORTED, THROUGH DONATION OR SPONSORSHIPS, NUMEROUS LENOIR COUNTY ORGANIZATIONS INCLUDING, KINSTON/LENOIR CHAMBER OF COMMERCE, COMMUNITY COUNCIL FOR THE ARTS, SOUNDRIVERS, NEUSE REGIONAL LIBRARY, BBQ FESTIVAL ON THE NEUSE AND THE LENOIR COUNTY EDUCATION FOUNDATION. IN ADDITION, CASH DONATIONS WERE MADE TO THE LENOIR GREENE UNITED WAY, LENOIR COUNTY SPCA, ROTARACT, NEUSE NEWS, LAGRANGE ARTS COUNCIL, COMMUNITY CHURCHES AND LENOIR COUNTY AMERICAN CANCER SOCIETY RELAY FOR LIFE. COMMUNITY HEALTH EDUCATION PROGRAMMING UNC HEALTH LENOIR PROVIDED HEALTH AND WELLNESS PROGRAMS TO 681 PARTICIPANTS ON AND OFF SITE. PROGRAMMING INCLUDED HEART HEALTH, STROKE PREVENTION, PRESCRIPTION AWARENESS, SUBSTANCE ABUSE AWARENESS AT NATIONAL NIGHT OUT AGAINST CRIME, DIABETES, COVID-19 EDUCATION, EXERCISE, NUTRITION, AND OTHER HEALTH EDUCATION OFFERINGS. EDUCATION WAS IN PERSON. COMMUNITY SUPPORT UNC HEALTH LENOIR EMPLOYEES SHOW GOOD COMMUNITY STEWARDSHIP BY PARTICIPATING IN FUNDRAISING TO SUPPORT THE AMERICAN CANCER SOCIETY RELAY FOR LIFE, LENOIR HOSPITAL FOUNDATION PROJECTS, AND LENOIR-GREENE UNITED WAY. EMPLOYEES WORKED TOGETHER TO GIVE TIME, TALENT, AND CASH DONATIONS/PLEDGES OF $76,406 FOR 2025 FOR GREAT CAUSES IN THE COMMUNITY. EMPLOYEES COLLECTED 5,000 POUNDS OF FOOD FOR FAMILIES IN NEED AT THE FEASTIVAL OF FOODS AND MADE DONATIONS TO THE PANTRIES AT MARY'S KITCHEN, UNC HEALTH LENOIR'S PATIENT PANTRY AND CANCER CENTER FOOD PANTRY, BACKPACK BUDDIES OF LENOIR COUNTY AND LA GRANGE FIRST MISSIONARY BAPTIST FOOD PANTRY. EMPLOYEES KEPT THE LONG TRADITION OF PLAYING SECRET SANTA TO 33 FOSTER CHILDREN IN THE COMMUNITY. GIFTS THIS YEAR WERE PROVIDED TO FOSTER CHILDREN THROUGH THE GUARDIAN AD LITEM PROGRAM. THE HOSPITAL VOLUNTEER PROGRAM INCLUDED 117 VOLUNTEERS INCLUDING YOUTH VOLUNTEERS AND CHAPLAINS PROVIDED 16,340 VOLUNTEER HOURS IN A VARIETY OF HOSPITAL SETTINGS ENRICHING THE PATIENT EXPERIENCE AND PERFORMING THE WORK OF 5 UNPAID FTES. THE COMMUNITY DONATIONS, TOTALING MORE THAN $20,315 FOR LIGHTS OF LOVE FUND A NUMBER OF HOSPITAL ONCOLOGY PROGRAMS AND PROJECTS EACH YEAR. THE GIFT SHOP AND VENDOR SALES RAISED AN ADDITIONAL $194,784 TO SUPPORT HOSPITAL PROJECTS, EMPLOYEE AND TEEN SCHOLARSHIPS, AND ITEMS USED TO ENHANCE THE PATIENT EXPERIENCE. PHYSICIAN RECRUITMENT UNC HEALTH LENOIR HAS CONDUCTED 28 HOSPITAL AND COMMUNITY SITE VISITS AND 9 NEW MEDICAL PROVIDERS INCLUDING PHYSICIANS AND ADVANCED PRACTICE PROVIDERS HAVE
Expenses $150,490,891 · Revenue $186,080,416
As filed on the 2024 return.
Listed in Part VII
-
Carlton Younger Jr
Board Chair
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Crystal Hayden DNP
CEO
- Total calculated
- $0
- Hours/week
- 50 + 1 related
-
D Stuart Lindley
Board Vice Chair
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Frances Herring JD
Board Secretary
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Michael Whitfield CPA
Treasurer
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Robin Roberson
Asst Treasurer
- Total calculated
- $0
- Hours/week
- 2 + 1 related
-
Amanda Conner
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Dale Warner Jr
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Felicia Solomon
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Hugh Pollock
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Joan Perry MD
Board Member
- Total calculated
- $129,375
- From this org
- $0
- From related orgs
- $129,375
- Other
- $0
- Hours/week
- 1
-
Joel Rose MD
Board Member
- Total calculated
- $39,967
- From this org
- $0
- From related orgs
- $39,967
- Other
- $0
- Hours/week
- 1
-
Michael James
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Preston Harris
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Randy Bledsoe EdD
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Russell T Hunt EdD
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Tonya Adams
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Bharadwaj Mantha
VP/CFO
- Total calculated
- $255,890
- From this org
- $246,940
- From related orgs
- $0
- Other
- $8,950
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $224,813
- Bonus
- $22,127
- Other
- $0
- Deferred
- $4,908
- Nontaxable benefits
- $4,042
- Filer's total
- $255,890
-
Claire D Paris MD
CMO
- Total calculated
- $614,953
- From this org
- $572,880
- From related orgs
- $0
- Other
- $42,073
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $511,031
- Bonus
- $61,849
- Other
- $0
- Deferred
- $34,852
- Nontaxable benefits
- $7,221
- Filer's total
- $614,953
-
Cynthia Cronkhite
VP Human Resources & Support Services
- Total calculated
- $242,645
- From this org
- $198,778
- From related orgs
- $0
- Other
- $43,867
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $175,128
- Bonus
- $23,650
- Other
- $0
- Deferred
- $31,288
- Nontaxable benefits
- $12,579
- Filer's total
- $242,645
-
Derek R Vestal
VP Operations
- Total calculated
- $284,244
- From this org
- $233,003
- From related orgs
- $0
- Other
- $51,241
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $206,501
- Bonus
- $26,502
- Other
- $0
- Deferred
- $46,000
- Nontaxable benefits
- $5,241
- Filer's total
- $284,244
-
Donna Creel
Executive Secretary
- Total calculated
- $91,235
- From this org
- $78,834
- From related orgs
- $0
- Other
- $12,401
- Hours/week
- 40 + 1 related
-
Jaidee Jeminez
Executive Secretary
- Total calculated
- $47,264
- From this org
- $46,691
- From related orgs
- $0
- Other
- $573
- Hours/week
- 40 + 1 related
-
Karl L Vanderstouw
VP Support Services
- Total calculated
- $339,825
- From this org
- $290,396
- From related orgs
- $0
- Other
- $49,429
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $257,542
- Bonus
- $32,854
- Other
- $0
- Deferred
- $46,000
- Nontaxable benefits
- $3,429
- Filer's total
- $339,825
-
Keri L Noeske
CNO
- Total calculated
- $0
- Hours/week
- 50
-
Monica J Phlippeau
CNO
- Total calculated
- $509,992
- From this org
- $436,201
- From related orgs
- $0
- Other
- $73,791
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $436,201
- Bonus
- $0
- Other
- $0
- Deferred
- $60,897
- Nontaxable benefits
- $12,894
- Filer's total
- $509,992
-
Daniel W Simmons
CRNA
- Total calculated
- $298,126
- From this org
- $278,791
- From related orgs
- $0
- Other
- $19,335
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $272,867
- Bonus
- $5,924
- Other
- $0
- Deferred
- $11,232
- Nontaxable benefits
- $8,103
- Filer's total
- $298,126
-
Forrest B Kennedy Jr
CRNA
- Total calculated
- $281,909
- From this org
- $266,749
- From related orgs
- $0
- Other
- $15,160
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $260,755
- Bonus
- $5,994
- Other
- $0
- Deferred
- $13,130
- Nontaxable benefits
- $2,030
- Filer's total
- $281,909
-
Robin O Reavis
CRNA
- Total calculated
- $283,937
- From this org
- $250,514
- From related orgs
- $0
- Other
- $33,423
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $244,657
- Bonus
- $5,857
- Other
- $0
- Deferred
- $25,240
- Nontaxable benefits
- $8,183
- Filer's total
- $283,937
-
Stephen T Michaux-Smith
CRNA
- Total calculated
- $391,473
- From this org
- $347,038
- From related orgs
- $0
- Other
- $44,435
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $323,514
- Bonus
- $23,524
- Other
- $0
- Deferred
- $39,327
- Nontaxable benefits
- $5,108
- Filer's total
- $391,473
-
Vanar D Spencer
CRNA
- Total calculated
- $221,883
- From this org
- $221,883
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $221,883
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $221,883
-
Jeffrey A Wakefield CPA
Former CFO
- Total calculated
- $138,248
- From this org
- $114,410
- From related orgs
- $0
- Other
- $23,838
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $114,410
- Bonus
- $0
- Other
- $0
- Deferred
- $22,082
- Nontaxable benefits
- $1,756
- Filer's total
- $138,248
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 · Written employment contract
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
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
- 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
- THE HOSPITAL PERMITS BOARD MEMBERS TO TRAVEL WITH THEIR SPOUSES TO EDUCATIONAL SEMINARS AND IS PART OF THE BOARD OF DIRECTOR TRAVEL POLICY.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- THE FOLLOWING RECEIVED PAYMENTS FROM 457F: -JEFFREY A. WAKEFIELD, CFO $28,809 -CLAIRE D. PARIS, CMO $41,573 -KARL VANDERSTOUW, VP SUPPORT SERVICES $21,522 -DEREK RYAN VESTAL, VP OPERATIONS $15,486
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.
-
LENOIR MEMORIAL HOSPITAL FOUNDATION INC
501(c)(3) · SUPPORT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE HOSPITAL. · NC · controlled entity
Directly controlled by LENOIR MEMORIAL HOSPITAL
-
501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE HOSPITAL. · NC · controlled entity
Directly controlled by LENOIR MEMORIAL HOSPITAL
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.
-
LENOIR ASC
ENDOSCOPY SERVICES · NC · income -$535 · assets -$71,780
Directly controlled by LMH
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 21 April 2026
- IRS schema version
- 2024v5.1
- Source object
- 202611119349300116
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