Form 990 for tax year 2023
Filed by LENOIR MEMORIAL HOSPITAL FOUNDATION INC.
Totals
- Total revenue
- $586,532
- Total expenses
- $411,703
- Contributions and grants received
- $377,384
- Grants paid
- $143,063
- Program service revenue
- $0
- Investment income
- $194,195
- Other revenue
- $14,953
- Total assets, end of year
- $5,649,664
- Total liabilities, end of year
- $4,000
- Net assets or fund balances, end of year
- $5,645,664
- Program services expenses (Part IX)
- $184,898
- Management and general expenses
- $128,547
- Fundraising expenses
- $98,258
- Program service expenses (Part III)
- $184,898
Program services were 44.9% 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.
-
1c · Fundraising events
$20,692
-
1d · Related organizations
$152,035
-
1f · All other contributions, gifts and grants
$204,657
-
3 · Investment income
total $135,764 · unrelated business $0 · excluded $135,764
-
7a · Gross sales of assets other than inventory
securities $716,674
-
7b · Less cost or other basis and sales expenses
securities $658,243
-
7c · Gain or loss
securities $58,431
-
7d · Net gain or loss
total $58,431 · related or exempt $0 · unrelated business $0 · excluded $58,431
-
8a · Fundraising events: gross income
$25,800
-
8a · Fundraising events: contributions included on line 1c
$20,692
-
8b · Fundraising events: direct expenses
$10,847
-
8c · Net income from fundraising events
total $14,953 · unrelated business $0 · excluded $14,953
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $126,339 · program services $126,339
-
2 · Grants to domestic individuals
total $16,724 · program services $16,724
-
11a · Fees: management
total $165,240 · program services $41,310 · management and general $49,674 · fundraising $74,256
-
11c · Fees: accounting
total $30,000 · program services $0 · management and general $30,000 · fundraising $0
-
11f · Fees: investment management
total $41,227 · program services $0 · management and general $41,227 · fundraising $0
-
12 · Advertising and promotion
total $22,615 · program services $0 · management and general $0 · fundraising $22,615
-
16 · Occupancy
total $2,100 · program services $525 · management and general $788 · fundraising $787
-
17 · Travel
total $108 · program services $0 · management and general $108 · fundraising $0
-
24a · Other expenses: SUPPLIES
total $3,891 · program services $0 · management and general $3,891 · fundraising $0
-
24b · Other expenses: BAD DEBT
total $2,443 · program services $0 · management and general $2,443 · fundraising $0
-
24c · Other expenses: CONTRACT SERVICES
total $600 · program services $0 · management and general $0 · fundraising $600
-
24d · Other expenses: BANK CHARGES
total $416 · program services $0 · management and general $416 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $132,126 · end of year $94,682
-
3 · Pledges and grants receivable
beginning of year $19,789 · end of year $23,236
-
11 · Investments: publicly traded securities
beginning of year $4,829,122 · end of year $5,525,848
-
15 · Other assets
end of year $5,898
-
17 · Accounts payable and accrued expenses
beginning of year $4,000 · end of year $4,000
-
27 · Net assets without donor restrictions
beginning of year $3,978,386 · end of year $4,524,375
-
28 · Net assets with donor restrictions
beginning of year $998,651 · end of year $1,121,289
Mission and programs · 2023
Mission
THE LENOIR MEMORIAL HOSPITAL FOUNDATION OPERATES AS A NON-PROFIT, CHARITABLE FOUNDATION TO FINANCIALLY SUPPORT THE MISSION OF LENOIR MEMORIAL HOSPITAL(DBA UNC HEALTH LENOIR). IT SERVES TO RECEIVE CONTRIBUTIONS, HOLD AND MANAGE ASSETS, MAKE CONTRIBUTIONS TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY, AND ASSIST IN PROVIDING HIGH QUALITY HEALTHCARE AND OUTSTANDING CUSTOMER SERVICE.
Activities or mission (Part I)
SUPPORT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF LENOIR MEMORIAL HOSPITAL (DBA) UNC HEALTH LENOIR.
-
THE FOUNDATIONS PROGRAM SERVICE ACCOMPLISHMENTS INCLUDED PROVIDING LENOIR MEMORIAL HOSPITAL (DBA UNC HEALTH LENOIR) WITH $5,950 FOR OUTPATIENT SERVICES TRANSPORT, $27,010 FOR WELLNESS EQUIPMENT, $3,000 FOR FOOD PANTRY PROJECT, $3,600 FOR NEWBORN GIFT BASKETS, $5,566 FOR CANCER SCREENING, $6,813 FOR EMPLOYEE HEALTH AND WELLNESS, AND $74,400 FOR ULTRASONIC INSTRUMENTATION CLEANER. THE FOUNDATION ALSO PROVIDED SCHOLARSHIPS AND AWARDS TOTALING $9,750 AND PROVIDED ASSISTANCE TO HOSPITAL EMPLOYEES AND PATIENTS TOTALING $6,974.
Expenses $184,898 · Grants $143,063
As filed on the 2023 return.
Listed in Part VII
-
Jeff WakefieldJEFF WAKEFIELD
CFO OF UNC HEALTH LENOIR
- Total calculated
- $343,847
- From this org
- $0
- From related orgs
- $322,735
- Other
- $21,112
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $259,135 related
- Bonus
- $0 + $34,750 related
- Other
- $0 + $28,850 related
- Deferred
- $0 + $8,684 related
- Nontaxable benefits
- $0 + $12,428 related
- Filer's total
- $0 + $343,847 related
-
Constance HengelCONSTANCE HENGEL
FOUNDATION DIRECTOR
- Total calculated
- $138,276
- From this org
- $0
- From related orgs
- $130,986
- Other
- $7,290
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $117,046 related
- Bonus
- $0 + $7,445 related
- Other
- $0 + $6,495 related
- Deferred
- $0 + $4,782 related
- Nontaxable benefits
- $0 + $2,508 related
- Filer's total
- $0 + $138,276 related
-
Bharadwaj ManthaBHARADWAJ MANTHA
CFO OF UNC HEALTH LENIOR
- Total calculated
- $0
- Hours/week
- 1
-
Vickie RobinsonVICKIE ROBINSON
FOUNDATION DIRECTOR
- Total calculated
- $0
- Hours/week
- 40
-
Dj LoftonDJ LOFTON
BOARD MEMBER
- Total calculated
- $57,115
- From this org
- $0
- From related orgs
- $52,791
- Other
- $4,324
- Hours/week
- 1
-
Phyllis McCoyPHYLLIS MCCOY
BOARD MEMBER
- Total calculated
- $18,517
- From this org
- $0
- From related orgs
- $17,818
- Other
- $699
- Hours/week
- 1
-
Frances Rodriguea-RiveraFRANCES RODRIGUEA-RIVERA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Crystal HaydenCRYSTAL HAYDEN
DIRECTOR/CEO OF UNC HEALTH LENOIR
- Total calculated
- $0
- Hours/week
- 1
-
Audra HaddadAUDRA HADDAD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Hunneke-LewisLISA HUNNEKE-LEWIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carmon JonesCARMON JONES
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Nathan PerryNATHAN PERRY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rudolph Mintz IIIRUDOLPH MINTZ III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Amy ParrisAMY PARRIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cameron BeamanCAMERON BEAMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Miranda WigginsMIRANDA WIGGINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Debbie ChusedDEBBIE CHUSED
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kay TurnerKAY TURNER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Iris Jones NelsonIRIS JONES NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael WhitfieldMICHAEL WHITFIELD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Matt BrownMATT BROWN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dimitri ThomasDIMITRI THOMAS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Pt I Line 3
- LENOIR MEMORIAL HOSPITAL (DBA UNC HEALTH LENOIR), RELATED ORGANIZATION, USES AN EXECUTIVE COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY/STUDIES AND OBTAINS BOARD OR COMMITTEE APROVAL OF COMPENSATION OF THE FOUNDATIONS OFFICERS AND DIRECTORS.
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
-
VARIOUS LMH DEPT. & PROGRAMS INCLUDING MED EQUIP
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 (DBA UNC HEALTH LENOIR)
501(C)(3) · PROVIDE AND ENSURE EXCEPTIONAL HEALTHCARE · NC
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530869349300008
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