Totals
- Total revenue
- $6,388,668
- Total expenses
- $10,160,207
- Contributions and grants received
- $0
- Grants paid
- $0
- Program services expenses (Part IX)
- $8,875,408
- Management and general expenses
- $1,284,799
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,875,408
Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JEFFERY WARHAFTIG MD
TRUSTEE/INTERNIST
- Total calculated
- $884,625
- From this org
- $0
- From related orgs
- $826,810
- Other
- $57,815
- Hours/week
- 0.2 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $567,506 related
- Bonus
- $0 + $163,283 related
- Other
- $0 + $96,021 related
- Deferred
- $0 + $20,700 related
- Nontaxable benefits
- $0 + $37,115 related
- Filer's total
- $0 + $884,625 related
-
JEROME FENNELL
SECRETARY (TO 1/1/24)
- Total calculated
- $0
- Hours/week
- 0.5
-
LYNWOOD MEADOWS
TREASURER (TO 12/31/24)
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
MARTHA HIGHSMITH
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
TERRI KING
TRUSTEE/SECRETARY (FR 3/4/24)
- Total calculated
- $0
- Hours/week
- 0.5 + 0.2 related
-
ALICE POPE
EVP/CFO (FR 4/29/24)
- Total calculated
- $1,175,156
- From this org
- $0
- From related orgs
- $991,687
- Other
- $183,469
- Hours/week
- 0.2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $824,247 related
- Bonus
- $0
- Other
- $0 + $167,440 related
- Deferred
- $0 + $173,333 related
- Nontaxable benefits
- $0 + $10,136 related
- Filer's total
- $0 + $1,175,156 related
-
GEOFFREY GARDNER
CFO (TO 4/28/24)
- Total calculated
- $1,299,330
- From this org
- $0
- From related orgs
- $1,254,252
- Other
- $45,078
- Hours/week
- 0.2 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $457,268 related
- Bonus
- $0 + $732,220 related
- Other
- $0 + $64,764 related
- Deferred
- $0 + $20,700 related
- Nontaxable benefits
- $0 + $24,378 related
- Filer's total
- $0 + $1,299,330 related
-
RUTH GLASER
PRESIDENT
- Total calculated
- $483,605
- From this org
- $0
- From related orgs
- $440,172
- Other
- $43,433
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $0 + $254,461 related
- Bonus
- $0 + $148,386 related
- Other
- $0 + $37,325 related
- Deferred
- $0 + $17,337 related
- Nontaxable benefits
- $0 + $26,096 related
- Filer's total
- $0 + $483,605 related
-
GAYLE SAGE
RN CASE MANAGER
- Total calculated
- $147,853
- From this org
- $142,949
- From related orgs
- $0
- Other
- $4,904
- Hours/week
- 45
-
MEGAN HICKS
RN CASE MANAGER
- Total calculated
- $138,723
- From this org
- $123,532
- From related orgs
- $0
- Other
- $15,191
- Hours/week
- 45
-
QUINTEZ ANDERSON
PHYSICAL THERAPIST
- Total calculated
- $143,596
- From this org
- $128,305
- From related orgs
- $0
- Other
- $15,291
- Hours/week
- 45
-
TOMMIE WETHY
MANAGER OF INTAKE SERVICES
- Total calculated
- $152,638
- From this org
- $134,462
- From related orgs
- $0
- Other
- $18,176
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $121,451
- Bonus
- $6,700
- Other
- $6,311
- Deferred
- $7,402
- Nontaxable benefits
- $10,774
- Filer's total
- $152,638
-
TYLER CAPELLAN
PHYSICAL THERAPIST
- Total calculated
- $139,769
- From this org
- $121,986
- From related orgs
- $0
- Other
- $17,783
- Hours/week
- 45
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 — 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 · First-class or charter travel
- 1a · Travel for companions
- 1a · Discretionary spending account
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 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 1A
- FRINGE OR EXPENSE EXPLANATION FIRST-CLASS OR CHARTER TRAVEL: EXECUTIVES ARE LIMITED TO BUSINESS OR COACH CLASS FOR COMMERCIAL FLIGHTS. HOWEVER, CHARTER TRAVEL IS AVAILABLE FOR CERTAIN EXECUTIVES, BOARD MEMBERS, AND APPROVED BUSINESS PERSONNEL WHO MEET POLICY CRITERIA AND OBTAIN APPROPRIATE APPROVALS. TRAVEL FOR COMPANIONS: COMPANIONS ARE ALLOWED AS PASSENGERS ON CERTAIN CHARTER FLIGHTS PAID BY THE ORGANIZATION. THE VALUE OF THE COMPANION'S FLIGHT IS CALCULATED USING APPLICABLE TAX LAW. THE CALCULATED AMOUNT IS INCLUDED IN THE EXECUTIVES TAXABLE COMPENSATION INCOME AS PRESCRIBED BY APPLICABLE TAX LAW. DISCRETIONARY SPENDING ACCOUNT: CERTAIN EXECUTIVES RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THE DOLLAR AMOUNT IN THE ACCOUNT IS PRE-APPROVED BY THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES. THE EXECUTIVE MAY DEFER THE AMOUNT TO A RETIREMENT ACCOUNT OR THE AMOUNT IS TREATED AS COMPENSATION AND IS SPREAD OUT OVER THE COURSE OF THE YEAR IN THE EXECUTIVE'S PAYCHECKS AS TAXABLE INCOME. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: TEMPORARY HOUSING ALLOWANCES ARE INCLUDED IN CERTAIN EXECUTIVE RECRUITMENT AND RELOCATION PACKAGES. THE TAXABLE VALUE OF THESE ARRANGEMENTS IS CALCULATED AND INCLUDED IN THE EXECUTIVE'S TAXABLE COMPENSATION IN ACCORDANCE WITH APPLICABLE FEDERAL LAW AND REGULATIONS.
- PART I, LINE 3
- THE FILING ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, AN INTEGRATED HEALTHCARE SYSTEM AND RELIES UPON NOVANT HEALTH, INC., THE PARENT ORGANIZATION, TO USE THE PROCESS DESCRIBED IN PART VI, LINE 15A/15B OF THIS RETURN TO ESTABLISH COMPENSATION FOR CERTAIN EXECUTIVES. THIS PROCESS ADHERES TO THE REQUIREMENTS SET FORTH TO SECURE THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT AND DISINTERESTED MEMBERS OF A COMPENSATION COMMITTEE, CONSULTATION WITH INDEPENDENT COMPENSATION CONSULTANTS, THE UTILIZATION OF THIRD-PARTY COMPARABILITY DATA SUCH AS PUBLISHED COMPENSATION SURVEYS, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
- PART I, LINE 4B
- PART I, LINES 4A-C: SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SEVERANCE NONE NONQUALIFIED GEOFFREY GARDNER $22,093 EQUITY-BASED NONE
- PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS
- THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") IS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES, AND TO OFFER COMPETITIVE TOTAL COMPENSATION. GENERALLY, ANNUAL CONTRIBUTIONS TO THE PLAN OR PAYMENTS TO PARTICIPANTS WILL BE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST OF THE PREVIOUS PLAN YEAR AND ARE REPORTED IN COLUMN (C) OF SCHEDULE J. PRIOR TO MAKING THE CONTRIBUTIONS OR PAYMENTS, THE NOVANT HEALTH COMPENSATION AND LEADERSHIP COMMITTEE ("COMMITTEE") WILL APPROVE THE AMOUNTS AS TO REASONABLENESS, WHEN COMBINED WITH ALL OTHER ANNUAL COMPENSATION. A 3 YEAR CLASS-YEAR VESTING PERIOD WILL APPLY UP TO AGE 62, WHEN ALL MONEY WOULD BE VESTED AND PAID OUT TO THE PARTICIPANT. OTHERWISE, VESTING WILL OCCUR ON JANUARY 1ST OF EACH YEAR FOR THE APPROPRIATE CLASS-YEAR VESTING PERIOD. THE COMMITTEE REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS SERP.
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.
-
AUXILIARY OF FORSYTH MEMORIAL HOSPITAL
501(C)(3) · GIFT SHOP *DISSOLVED 3/2024* · NC
Directly controlled by FORSYTH MEMORIAL HOSPITAL INC
-
BRUNSWICK NOVANT MEDICAL CENTER FOUNDATION
501(C)(3) · FUNDRAISING · NC
Directly controlled by BRUNSWICK COMMUNITY HOSPITAL LLC
-
CAROLINA HEALTHCARE ASSOCIATES INC
501(C)(3) · HEALTHCARE STAFFING · NC
Directly controlled by NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER LLC
-
COMMUNITY GENERAL HOSPITAL FOUNDATION INC
501(C)(3) · FUNDRAISING · NC
Directly controlled by NOVANT HEALTH THOMASVILLE MEDICAL CENTER LLC
-
FORSYTH MEDICAL CENTER FOUNDATION
501(C)(3) · FUNDRAISING · NC
Directly controlled by FORSYTH MEMORIAL HOSPITAL INC
-
501(C)(3) · HEALTHCARE · NC
Directly controlled by NOVANT HEALTH TRIAD REGION LLC
-
NEW HANOVER REGIONAL MEDICAL CENTER FOUNDATION INC
501(C)(3) · FUNDRAISING · NC
Directly controlled by NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER LLC
-
501(C)(3) · HEALTHCARE · NC
-
501(C)(3) · HEALTHCARE · NC
Directly controlled by NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER LLC
-
PRESBYTERIAN HOSPITAL FOUNDATION
501(C)(3) · FUNDRAISING · NC
Directly controlled by NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC
-
ROWAN REGIONAL MEDICAL CENTER AUXILIARY
501(C)(3) · GIFT SHOP · NC
Directly controlled by NOVANT HEALTH ROWAN MEDICAL CENTER LLC
-
ROWAN REGIONAL MEDICAL CENTER FOUNDATION INC
501(C)(3) · FUNDRAISING · NC
Directly controlled by ROWAN HEALTH SERVICES LLC
-
SELF INSURANCE FUND - NOVANT HEALTH INC
501(C)(3) · INSURANCE *DISSOLVED 3/2024* · NC
Directly controlled by NOVANT HEALTH INC
-
501(C)(3) · HEALTHCARE · NC
Directly controlled by NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543189349306889
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