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Nonprofiteer
← UNIVERSITY HEALTH SYSTEMS OF EASTERN CAROLINA INC

Form 990 for tax year 2022

Filed by UNIVERSITY HEALTH SYSTEMS OF EASTERN CAROLINA INC.

Totals

Total revenue
$307,032,884
Total expenses
$371,762,766
Contributions and grants received
$674,580
Grants paid
$187,600
Program service revenue
$327,373,259
Investment income
-$21,023,235
Other revenue
$8,280
Total assets, end of year
$302,588,318
Total liabilities, end of year
$762,332,765
Net assets or fund balances, end of year
-$459,744,447
Program services expenses (Part IX)
$344,234,098
Management and general expenses
$27,528,668
Fundraising expenses
$0
Program service expenses (Part III)
$344,234,098

Program services were 92.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Michael Waldrum

    Chief Executive Officer

    Total calculated
    $1,778,216
    From this org
    $986,095
    From related orgs
    $0
    Other
    $792,121
    Hours/week
    40 + 14 related

    Schedule J breakdown matched by us

    Base
    $849,206
    Bonus
    $121,932
    Other
    $14,957
    Deferred
    $740,546
    Nontaxable benefits
    $51,575
    Filer's total
    $1,778,216

  • David Hughes THRU 1222

    CHIEF FIN. SERVICES OFFICER

    Total calculated
    $1,072,366
    From this org
    $607,253
    From related orgs
    $0
    Other
    $465,113
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $607,253
    Bonus
    $0
    Other
    $0
    Deferred
    $428,227
    Nontaxable benefits
    $36,886
    Filer's total
    $1,072,366

  • William Floyd

    COO/PRES. ECU HEALTH MED CTR

    Total calculated
    $882,532
    From this org
    $0
    From related orgs
    $640,470
    Other
    $242,062
    Hours/week
    2 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $640,470 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $195,380 related
    Nontaxable benefits
    $0 + $46,682 related
    Filer's total
    $0 + $882,532 related

  • Niti Armistead MD

    Chief Medical Officer

    Total calculated
    $655,160
    From this org
    $528,940
    From related orgs
    $0
    Other
    $126,220
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $528,940
    Bonus
    $0
    Other
    $0
    Deferred
    $106,608
    Nontaxable benefits
    $19,612
    Filer's total
    $655,160

  • Ryan Hickey

    Chief Clinical Network Dev.OfF

    Total calculated
    $587,951
    From this org
    $409,214
    From related orgs
    $0
    Other
    $178,737
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $409,214
    Bonus
    $0
    Other
    $0
    Deferred
    $134,805
    Nontaxable benefits
    $43,932
    Filer's total
    $587,951

  • Jay Briley

    PRES., ECU HEALTH CMUNTY HOSP.

    Total calculated
    $581,134
    From this org
    $395,814
    From related orgs
    $0
    Other
    $185,320
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $395,814
    Bonus
    $0
    Other
    $0
    Deferred
    $142,532
    Nontaxable benefits
    $42,788
    Filer's total
    $581,134

  • Donnette Herring

    Chief Information Officer

    Total calculated
    $563,767
    From this org
    $426,677
    From related orgs
    $0
    Other
    $137,090
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $426,677
    Bonus
    $0
    Other
    $0
    Deferred
    $95,406
    Nontaxable benefits
    $41,684
    Filer's total
    $563,767

  • Jerry Townsend

    VP, Financial Services

    Total calculated
    $561,748
    From this org
    $398,300
    From related orgs
    $0
    Other
    $163,448
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $398,300
    Bonus
    $0
    Other
    $0
    Deferred
    $143,988
    Nontaxable benefits
    $19,460
    Filer's total
    $561,748

  • Julie Oehlert

    Chief Experience Officer

    Total calculated
    $525,071
    From this org
    $401,581
    From related orgs
    $0
    Other
    $123,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $401,581
    Bonus
    $0
    Other
    $0
    Deferred
    $80,798
    Nontaxable benefits
    $42,692
    Filer's total
    $525,071

  • Jennifer Thomas

    SVP, Financial Services

    Total calculated
    $487,793
    From this org
    $359,831
    From related orgs
    $0
    Other
    $127,962
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $359,831
    Bonus
    $0
    Other
    $0
    Deferred
    $116,016
    Nontaxable benefits
    $11,946
    Filer's total
    $487,793

  • Joseph Pye

    SVP Medical Affairs

    Total calculated
    $473,959
    From this org
    $348,159
    From related orgs
    $0
    Other
    $125,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $348,159
    Bonus
    $0
    Other
    $0
    Deferred
    $82,790
    Nontaxable benefits
    $43,010
    Filer's total
    $473,959

  • Vicki Haddock

    VP, Office of Gen Counsel

    Total calculated
    $449,674
    From this org
    $250,840
    From related orgs
    $0
    Other
    $198,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $250,840
    Bonus
    $0
    Other
    $0
    Deferred
    $160,064
    Nontaxable benefits
    $38,770
    Filer's total
    $449,674

  • Charlene Wilson

    Chief Human Resources Officer

    Total calculated
    $449,413
    From this org
    $354,681
    From related orgs
    $0
    Other
    $94,732
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $354,681
    Bonus
    $0
    Other
    $0
    Deferred
    $71,095
    Nontaxable benefits
    $23,637
    Filer's total
    $449,413

  • Teresa Anderson

    SVP Quality

    Total calculated
    $383,050
    From this org
    $240,499
    From related orgs
    $0
    Other
    $142,551
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,499
    Bonus
    $0
    Other
    $0
    Deferred
    $101,405
    Nontaxable benefits
    $41,146
    Filer's total
    $383,050

  • David Michael

    CHIEF MED. INFORMATION OFFICER

    Total calculated
    $382,705
    From this org
    $305,212
    From related orgs
    $0
    Other
    $77,493
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $305,212
    Bonus
    $0
    Other
    $0
    Deferred
    $31,483
    Nontaxable benefits
    $46,010
    Filer's total
    $382,705

  • Mark Dunn

    CHIEF D&I & TALENT MGMT

    Total calculated
    $376,529
    From this org
    $285,103
    From related orgs
    $0
    Other
    $91,426
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $285,103
    Bonus
    $0
    Other
    $0
    Deferred
    $62,582
    Nontaxable benefits
    $28,844
    Filer's total
    $376,529

  • Christina Bowen

    Chief Well-Being Officer

    Total calculated
    $371,388
    From this org
    $330,818
    From related orgs
    $4,138
    Other
    $36,432
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,818 + $4,138 related
    Bonus
    $0
    Other
    $0
    Deferred
    $32,311
    Nontaxable benefits
    $3,965 + $156 related
    Filer's total
    $367,094 + $4,294 related

  • Robert Speakman

    VP, Tech Infrastructure_CTO

    Total calculated
    $356,999
    From this org
    $286,878
    From related orgs
    $0
    Other
    $70,121
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,878
    Bonus
    $0
    Other
    $0
    Deferred
    $29,544
    Nontaxable benefits
    $40,577
    Filer's total
    $356,999

  • Jason Buskirk

    VP, Enterprise Data&Analytics

    Total calculated
    $354,379
    From this org
    $284,309
    From related orgs
    $0
    Other
    $70,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,635
    Bonus
    $10,674
    Other
    $0
    Deferred
    $29,339
    Nontaxable benefits
    $40,731
    Filer's total
    $354,379

  • Tanya Thompson

    VP, IT Applications

    Total calculated
    $333,721
    From this org
    $271,257
    From related orgs
    $0
    Other
    $62,464
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,257
    Bonus
    $0
    Other
    $0
    Deferred
    $27,942
    Nontaxable benefits
    $34,522
    Filer's total
    $333,721

  • James Walton IV

    VP, Facilities and Properties

    Total calculated
    $300,855
    From this org
    $170,855
    From related orgs
    $0
    Other
    $130,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,855
    Bonus
    $0
    Other
    $0
    Deferred
    $90,390
    Nontaxable benefits
    $39,610
    Filer's total
    $300,855

  • Andrew Montgomery

    VP, Supply Chain

    Total calculated
    $297,616
    From this org
    $268,126
    From related orgs
    $0
    Other
    $29,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,126
    Bonus
    $0
    Other
    $0
    Deferred
    $26,702
    Nontaxable benefits
    $2,788
    Filer's total
    $297,616

  • Kelly Weatherly

    VP Total Rewards

    Total calculated
    $256,562
    From this org
    $210,231
    From related orgs
    $0
    Other
    $46,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,231
    Bonus
    $0
    Other
    $0
    Deferred
    $20,390
    Nontaxable benefits
    $25,941
    Filer's total
    $256,562

  • Deborah Davis

    Board Member/Secretary

    Total calculated
    $101,825
    From this org
    $0
    From related orgs
    $0
    Other
    $101,825
    Hours/week
    2 + 2 related

  • Andrew Zukowski AS OF 1222

    Chief Financial Officer

    Total calculated
    $45,684
    From this org
    $37,788
    From related orgs
    $0
    Other
    $7,896
    Hours/week
    40 + 6 related

  • Bob Greczyn

    Vice Chairman/Chairman

    Total calculated
    $0
    Hours/week
    2

  • Bynum Satterwhite THRU 323

    Chairman

    Total calculated
    $0
    Hours/week
    2

  • Anand Tewari MD

    Treasurer/Vice Chairman

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Jimmy Garris

    Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Marcus Albernaz MD

    Board Member/Asst. Secretary

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Ernie Evans

    Asst. Secretary/Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Shirley Carraway

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Carlester CrumplerTHRU 323

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Vern Davenport AS OF 323

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Bryant Kittrell THRU 323

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • William Monk AS OF 323

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Philip Rogers

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Diane Taylor AS OF 323

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 4 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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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)

PART I, LINE 1A:
DURING THE YEAR AN OFFICER'S SPOUSE ACCOMPANIED THE BOARD MEMBER ON A BUSINESS TRIP THAT WAS TAKEN ON BEHALF OF THE ORGANIZATION. THE SPOUSAL TRAVEL WAS TREATED AS A TAXABLE BENEFIT.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

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

Related corporations and trusts

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

  • Channel Marker Insurance Company SPC

    C corp · Self-Insurance · CJ · 100% owned · share of income $22,428,275 · share of assets $49,517,600 · controlled entity

    Directly controlled by ECU Health

Provenance

Return type
form_990
Tax year
2022
Filed
20 June 2024
IRS schema version
2022v5.0
Source object
202401919349301320

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