Form 990 for tax year 2022
Filed by SCOTLAND MEMORIAL FOUNDATION INC.
Totals
- Total revenue
- $1,070,391
- Total expenses
- $1,148,230
- Contributions and grants received
- $923,134
- Grants paid
- $1,135,687
- Program service revenue
- $0
- Investment income
- $366,446
- Other revenue
- -$219,189
- Total assets, end of year
- $7,190,849
- Total liabilities, end of year
- $1,243
- Net assets or fund balances, end of year
- $7,189,606
- Program services expenses (Part IX)
- $1,135,687
- Management and general expenses
- $12,543
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,135,687
Program services were 98.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JAY TODD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
NANCY ADCOCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
PAUL BROOKS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BRANDI JONES-BULLOCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ELIZABETH COOLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RON GIBSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER ISENHOUR-RHUE MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
PAUL JOLICOUER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ROVANDA JOHN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ANGELA MCCORD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RAY MCDANIEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RACHEL MCDONALD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JOYCE MCDOW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JOHN MCLAURIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
BRYAN MAYNOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
PAGE PRATT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
JARRETT SAMPSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ALEXIS MCKOY TYSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DOROTHY TYSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
NANCY WALKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
RUBY WILLIAMSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
GREG WOOD
BOARD MEMBER
- Total calculated
- $673,153
- From this org
- $0
- From related orgs
- $618,437
- Other
- $54,716
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $394,890 related
- Bonus
- $0 + $187,508 related
- Other
- $0 + $36,039 related
- Deferred
- $0 + $24,400 related
- Nontaxable benefits
- $0 + $30,316 related
- Filer's total
- $0 + $673,153 related
-
SHELLEY LOWERY MD
BOARD MEMBER
- Total calculated
- $556,325
- From this org
- $0
- From related orgs
- $526,103
- Other
- $30,222
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $361,080 related
- Bonus
- $0 + $135,215 related
- Other
- $0 + $29,808 related
- Deferred
- $0 + $15,250 related
- Nontaxable benefits
- $0 + $14,972 related
- Filer's total
- $0 + $556,325 related
-
MISTY MCMILLAN
BOARD MEMBER
- Total calculated
- $60,388
- From this org
- $0
- From related orgs
- $53,971
- Other
- $6,417
- Hours/week
- 40 + 1 related
-
KIRSTEN DEAN
EXECUTIVE DIRECTOR
- Total calculated
- $55,182
- From this org
- $0
- From related orgs
- $46,928
- Other
- $8,254
- Hours/week
- 40 + 1 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 · Independent compensation consultant
- 3 · Compensation survey or study
- 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)
- PART I, LINE 3
- THE PROCESS FOR DETERMINING COMPENSATION FOR CEO AND CFO ENTAILS A REVIEW OF PERFORMANCE BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. CONDUCTING A COMPENSATION BENCHMARK STUDY BY AN INDEPENDENT RECOGNIZED THIRD PARTY, AND REVIEW OF COMPENSATION BY CAROLINAS HEALTHCARE SYSTEM COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. FINAL APPROVAL IS THEN MADE AND DOCUMENTED BY THE SCOTLAND HEALTH CARE SYSTEM BOARD OF TRUSTEES.
- PART I, LINE 4B
- THE ORGANIZATION HAD OFFICERS WHO PARTICIPATED IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE APPROXIMATE AMOUNT OF DEFERRED COMPENSATION ACCRUED DURING THE FISCAL YEAR FOR THE PLAN WAS: GREGORY WOOD $77,324
- COMPENSATION FROM UNRELATED ORGANIZATION
- THE ORGANIZATION'S CEO IS COMPENSATED BY ATRIUM HEALTH AN UNRELATED ORGNAIZATION FOR SERVICES PROVIDED TO SCOTLAND HEALTH CARE SYSTEM AND ITS RELATED ORGANIZATIONS. THIS COMPENSATION HAS BEEN REPORTED IN THE COMPENSATION PAID BY RELATED ORGANIZATION COLUMN FOR PART VII AND ROW FOR SCHEDULE J.
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
-
SCOTLAND MEMORIAL HOSPITAL INC
$1,135,687
OPERATIONAL SUPPORT
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.
-
SCOTLAND HEALTH CARE SYSTEM INC
501(C)(3) · OPERATE FOR THE BENEFIT OF, PERFORM FUNCTIONS, AND CARRY OUT PUROSES OF SMH · NC
-
SCOTLAND MEMORIAL HOSPITAL INC
501(C)(3) · OFFER HEALTH CARE TO RESIDENTS OF SCOTLAND COUNTY, NC AND SURROUNDING AREAS · NC · controlled entity
Directly controlled by SCOTLAND HEALTH CARE SYSTEM INC
-
HOSPICE OF SCOTLAND COUNTY INC
501(C)(3) · HEALTHCARE FOR TERMINALLY ILL PATIENTS · NC · controlled entity
Directly controlled by SCOTLAND HEALTH CARE SYSTEM INC
-
SCOTLAND REGIONAL HEALTH NETWORK
501(C)(3) · OPERATES PHYSICIAN PRACTICE · NC · controlled entity
Directly controlled by SCOTLAND HEALTH CARE SYSTEM INC
-
SCOTLAND FAMILY COUNSELING CENTER INC
501(C)(3) · FAMILY COUNSELING · NC · controlled entity
Directly controlled by SCOTLAND HEALTH CARE SYSTEM INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202432219349301238
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