Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
NOVANT HEALTH INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2085 FRONTIS PLAZA BLVD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WINSTON SALEM, NC27103
D Employer identification number

56-1376950
E Telephone number

G Gross receipts $ 1,335,756,582
F Name and address of principal officer:
CARL ARMATO
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.NOVANTHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1997
M State of legal domicile: NC
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 10
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 4,300
6 Total number of volunteers (estimate if necessary) ............. 6 220
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 23,701,392
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 792,895
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 2,136,851 2,691,566
9 Program service revenue (Part VIII, line 2g) ......... 511,256,300 568,318,572
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 42,440,917 62,295,421
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 18,668,402 24,310,349
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 574,502,470 657,615,908
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 1,593,365 465,658
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 270,678,467 294,179,867
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 306,751,044 333,040,189
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 579,022,876 627,685,714
19 Revenue less expenses. Subtract line 18 from line 12....... -4,520,406 29,930,194
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,400,489,338 3,023,715,011
21 Total liabilities (Part X, line 26)............. 2,221,419,237 2,629,977,052
22 Net assets or fund balances. Subtract line 21 from line 20..... 179,070,101 393,737,959
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: NOVANT HEALTH EXISTS TO IMPROVE THE HEALTH OF COMMUNITIES, ONE PERSON AT A TIME.SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 83,048,021 including grants of $   ) (Revenue $ 117,904,614 )
PRESBYTERIAN ORTHOPAEDIC HOSPITAL, LLC (POH) DBA NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL, IS A SINGLE MEMBER LLC IN WHICH NOVANT HEALTH IS THE SOLE MEMBER. POH EXISTS TO PROMOTE THE HEALTH OF THE INHABITANTS OF THE CHARLOTTE-MECKLENBURG COUNTY AREA OF NC, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING 2013, POH HAD 80 LICENSED BEDS. THERE WERE 14,207 PATIENT DAYS, WITH AN AVERAGE LENGTH OF STAY OF 4 DAYS, AND AN AVERAGE DAILY CENSUS OF 39. THERE WERE 3,703 DISCHARGES, 7,243 INPATIENT AND OUTPATIENT SURGERIES, AND 11,032 OUTPATIENT ENCOUNTERS.
4b (Code:   ) (Expenses $ 71,292,291 including grants of $   ) (Revenue $ 76,624,861 )
BRUNSWICK COMMUNITY HOSPITAL, LLC (BCH) DBA NOVANT HEALTH BRUNSWICK MEDICAL CENTER, IS A SINGLE MEMBER LLC IN WHICH NOVANT IS THE SOLE MEMBER. BCH EXISTS TO PROMOTE THE HEALTH OF THE INHABITANTS OF THE BRUNSWICK COUNTY AREA OF NC, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING 2013, BCH HAD 74 LICENSED BEDS. THERE WERE 15,114 PATIENT DAYS, WITH AN AVERAGE LENGTH OF STAY OF 4 DAYS, AND AN AVERAGE DAILY CENSUS OF 41. THERE WERE 4,252 DISCHARGES, 60,387 INPATIENT AND OUTPATIENT ENCOUNTERS, AND 29,191 EMERGENCY DEPARTMENT VISITS.
4c (Code:   ) (Expenses $ 18,335,638 including grants of $   ) (Revenue $ 21,143,693 )
THE HOLDING COMPANY FOR NOVANT'S AMBULATORY SERVICES WAS TRANSFERRED TO NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC, A SINGLE MEMBER LLC IN WHICH NOVANT HEALTH IS THE SOLE MEMBER. THE AMBULATORY CENTERS' OPERATIONS SERVE THE COMMUNITY BY PROVIDING ACCESS TO MUCH NEEDED HEALTHCARE SERVICES, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. DURING 2013, THERE WERE 49,501 OUTPATIENT ENCOUNTERS.
(Code:   ) (Expenses $ 302,507,814 including grants of $ 465,658 ) (Revenue $ 360,932,829 )
4d Other program services (Describe in Schedule O.)
(Expenses $ 302,507,814 including grants of $ 465,658 ) (Revenue $ 360,932,829 )
4e Total program service expensesMediumBullet475,183,764
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part IIIClick to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
2,585
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
4,300
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletBD , EI
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA , GA , NC , VA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletKAREN DAUGHERTY2085 FRONTIS PLAZA BLVDWINSTON SALEMNC27103 (336) 718-2803
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ALUKO AKINYELE........................................................................
TRUSTEE
 2.00
.......................   		X           0 437,735 151,182
(2) ARMATO CARL CEO PRES NH........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		X   X       8,123,207 0 97,171
(3) BAUGHAN MICHAEL........................................................................
CHAIR
 2.00
.......................   		X   X       852 0 0
(4) BELDEN RICHARD........................................................................
TRUSTEE
 2.00
.......................   		X           733 0 0
(5) EVANS LISA........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(6) GORDON ROBERT........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(7) KETNER GLENN........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(8) LYLES VIOLA........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(9) MURPHY DANIEL........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(10) PLYLER DAVID........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(11) STOLZ ROBERT........................................................................
VICE CHAIR
 2.00
.......................   		X   X       0 0 0
(12) STONE LARRY........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(13) TILLMAN KRISTA........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(14) VALENTINE PEGGY........................................................................
SEC/TREAS
 2.00
.......................   		X   X       0 0 0
(15) WOODLIEF JOHN........................................................................
TRUSTEE
 2.00
.......................   		X           0 0 0
(16) HARGETT FRED EVP CFO NH........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		    X       2,637,022 0 89,474
(17) BEST DIANA SVP CLINCAL OPER IMPROV........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		      X     1,198,625 0 114,856
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) BILLINGS DERRICK PRES NHSS........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		      X     1,549,664 0 66,630
(19) CURETON JESSE........................................................................
EVP & CHIEF CONSUMER OFFICER
 60.00
.......................   		      X     686,959 0 169,423
(20) DANIELS JACQUELINE EVP CAO........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		      X     9,794,438 0 94,628
(21) GARDELLA JOHN........................................................................
VP CLINICAL IMPROVEMENT
 60.00
.......................   		      X     413,699 0 55,386
(22) GARMON-BROWN OPHELIA........................................................................
SVP PHYSICIAN SERVICES
 60.00
.......................   		      X     506,312 0 139,907
(23) GARRETT DAVID........................................................................
SVP CHIEF INFO OFFICER
 60.00
.......................   		      X     674,555 0 146,152
(24) JOHNSON TONY SVP SUPPLY CHAIN........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		      X     1,137,528 0 63,553
(25) LEDERER JAMES........................................................................
VP CLINICAL IMPROVEMENT
 60.00
.......................   		      X     445,831 0 100,570
(26) LINER SALLYE EVP CCO........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		      X     1,344,506 0 282,470
(27) MCGEE LAWRENCE EVP COUNSEL........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		      X     1,280,041 0 180,634
(28) MILLER MARK........................................................................
SVP OPERATIONAL FINANCE
 60.00
.......................   		      X     601,988 0 142,240
(29) MORGAN WAYNE........................................................................
SVP & CHIEF INVEST OFFICER
 60.00
.......................   		      X     587,063 0 142,976
(30) MYERS SCOTT........................................................................
SVP CORPORATE FINANCE
 60.00
.......................   		      X     466,038 0 113,223
(31) PARK DAVID SVP REAL ESTATE........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		      X     1,034,460 0 86,263
(32) PATEFIELD ARTHUR........................................................................
SVP & CHIEF MED INFO OFF
 60.00
.......................   		      X     721,594 0 89,528
(33) SEEHAUSEN ROBERT SVP BUSINESS DEV........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		      X     2,832,357 0 91,414
(34) SMITH-HILL JANET........................................................................
SVP HUMAN RESOURCES
 60.00
.......................   		      X     639,706 0 135,111
(35) VINCENT PAULA SVP FOUNDATIONS........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		      X     3,269,464 0 66,706
(36) WALLENHAUPT STEPHEN EVP CMO........................................................................
(*SEE ADD'L INFO IN SCH J P3)
 60.00
.......................   		      X     2,138,450 0 92,014
(37) BURKE MARGARET........................................................................
SVP BUSINESS RISK
 40.00
.......................   		        X   375,474 0 65,608
(38) EVERETT CATHERINE........................................................................
VP NOVANT MARKETING AND PR
 40.00
.......................   		        X   329,225 0 67,590
(39) HEALY PATRICK........................................................................
VP CLINICAL IMPROVEMENT
 40.00
.......................   		        X   405,521 0 124,698
(40) RILEY MICHAEL........................................................................
PRESIDENT NHCOH
 40.00
.......................   		        X   408,538 0 64,657
(41) WEBER DANIELLE........................................................................
SVP REVENUE CYCLE
 40.00
.......................   		        X   328,311 0 37,576
(42) WILES PAUL........................................................................
FMR CEO
 0.00
.......................   		          X 329,978 0 0
(43) WOOLLEN THOMAS........................................................................
FMR SVP PHYSICIAN SERVICES
 0.00
.......................   		          X 63,755 296,463 142,861
(44) BEIER GREGORY........................................................................
FMR EVP & PRES NOVANT OPS
 0.00
.......................   		          X 1,353,129 0 10,780
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 45,679,023 734,198 3,225,281
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet370
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
DELOITTE CONSULTING LLPPO BOX 7247-6447PHILADELPHIAPA19170 CONSULTING 25,387,356
LEIDOS HEALTHPO BOX 223866PITTSBURGHPA15251 CONSULTING 10,559,266
MCKINSEY & COMPANYPO BOX 7247-7255PHILADELPHIAPA19170 CONSULTING 7,766,250
BLANCO TACKABERY & MATAMOROS110 SOUTH STRATFORD RDWINSTON SALEMNC27104 LEGAL SERVICES 6,961,507
MISSION CRITICAL TECHNOLOGIESPO BOX 56346ATLANTAGA30343 IT CONSULTING 5,566,900
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet195
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 231,566
e Government grants (contributions)1e 2,460,000
f All other contributions, gifts, grants, and
similar amounts not included above1f 		 
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 2,691,566
Program Service RevenueAmt Business Code
2a CORPORATE ALLOCATION 561110 341,477,800 341,477,800    
b NET PATIENT REVENUE 622110 209,850,041 209,850,041    
c AFFILIATED RENTAL 531120 16,990,731 16,990,731    
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 568,318,572
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 39,164,827   12,712,705 26,452,122
4 Income from investment of tax-exempt bond proceeds..MediumBullet 74,433 74,433    
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents 5,079,852  
b Less: rental expenses 0  
c Rental income or (loss) 5,079,852  
d Net rental income or (loss).......MediumBullet 5,079,852     5,079,852
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 686,321,231 14,814,293
b Less: cost or other basis and sales expenses 664,782,058 13,297,305
c Gain or (loss) 21,539,173 1,516,988
d Net gain or (loss)..........MediumBullet 23,056,161     23,056,161
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a 9,247
b Less: direct expenses ...b 0
c Net income or (loss) from fundraising events..MediumBullet 9,247   9,247
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a 80,882
b Less: cost of goods sold ..b 61,311
c Net income or (loss) from sales of inventory..MediumBullet 19,571     19,571
Miscellaneous Revenue Business Code
11a ADMINISTRATION (MISC) 561110 16,464,347 5,475,660 10,988,687  
b SICK CLINIC 621111 2,737,332 2,737,332    
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 19,201,679
12 Total revenue. See Instructions......MediumBullet 657,615,908 576,605,997 23,701,392 54,616,953
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 461,158 461,158
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 4,500 4,500
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 44,645,422   44,645,422  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,519,264   1,519,264  
7 Other salaries and wages 188,540,373 153,358,739 35,181,634  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 21,206,303 17,249,207 3,957,096  
9 Other employee benefits ....... 21,909,558 17,821,234 4,088,324  
10 Payroll taxes ........... 16,358,947 13,306,367 3,052,580  
11 Fees for services (non-employees):        
a Management ...... 2,069,378   2,069,378  
b Legal ......... 937,591   937,591  
c Accounting ........... 1,425,000   1,425,000  
d Lobbying ........... 331,044   331,044  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 3,868,373   3,868,373  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 63,117,775 51,339,999 11,777,776  
12 Advertising and promotion .... 16,099,335 13,095,199 3,004,136  
13 Office expenses ....... 11,108,517 9,035,668 2,072,849  
14 Information technology ...... 19,802,431 16,107,297 3,695,134  
15 Royalties ..        
16 Occupancy ........... 39,043,322 31,757,838 7,285,484  
17 Travel ............ 4,169,331 3,391,334 777,997  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 25,927,328 21,089,289 4,838,039  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 58,480,314 47,567,887 10,912,427  
23 Insurance .............. 1,679,426 1,366,045 313,381  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a ACCRUED UBIT -745,850 -745,850    
b MEDICAL SUPPLIES 38,514,945 38,514,945    
c REPAIRS & MAINTENANCE 11,788,370 9,588,660 2,199,710  
d BAD DEBT 8,269,663 6,726,544 1,543,119  
e All other expenses 27,153,896 24,147,704 3,006,192  
25 Total functional expenses. Add lines 1 through 24e 627,685,714 475,183,764 152,501,950 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 125,274,266 1 139,487,243
2 Savings and temporary cash investments ......... 363,931,003 2 314,538,532
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 58,162,040 4 50,136,237
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net ............. 2,287,309 7 137,986,303
8 Inventories for sale or use .............. 14,809,503 8 16,139,581
9 Prepaid expenses and deferred charges .......... 25,181,717 9 29,646,624
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,542,024,016
b Less: accumulated depreciation ..... 10b 826,213,754 657,564,480 10c 715,810,262
11 Investments—publicly traded securities .......... 802,077,895 11 1,173,997,011
12 Investments—other securities. See Part IV, line 11 ..... 285,332,202 12 372,197,770
13 Investments—program-related. See Part IV, line 11 ..... 39,477,159 13 43,612,982
14 Intangible assets ............... 26,391,764 14 30,162,466
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 2,400,489,338 16 3,023,715,011
Liabilities 17 Accounts payable and accrued expenses ......... 482,108,428 17 384,026,716
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities ............. 915,852,711 20 1,480,993,959
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 547,884,351 23 443,043,151
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 275,573,747 25 321,913,226
26 Total liabilities. Add lines 17 through 25......... 2,221,419,237 26 2,629,977,052
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 179,070,101 27 393,737,959
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 179,070,101 33 393,737,959
34 Total liabilities and net assets/fund balances ........ 2,400,489,338 34 3,023,715,011
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
657,615,908
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
627,685,714
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
29,930,194
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
179,070,101
5
Net unrealized gains (losses) on investments ...............
5
93,035,176
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
91,702,488
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
393,737,959
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number

56-1376950
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
(A) FORSYTH MEMORIAL HOSPITAL INC
  		560928089 3 Yes   Yes   Yes   131,026,871
(B) FOUNDATION HEALTH SYSTEMS CORP
  		561373175 9 Yes   Yes   Yes   42,276
(C) THE PRESBYTERIAN HOSPITAL
  		560554230 3 Yes   Yes   Yes   112,871,092
(D) NOVANT MEDICAL GROUP INC
  		581728803 3 Yes   Yes   Yes   23,028,668
(E) ROWAN REGIONAL MEDICAL CENTER INC
  		560547479 3 Yes   Yes   Yes   26,472,050
(F) COMMUNITY GENERAL HEALTH PARTNERS
  		560636250 3 Yes   Yes   Yes   12,821,230
(G) MEDICAL PARK HOSPITAL
  		561340424 3 Yes   Yes   Yes   8,726,825
(H) PRESBYTERIAN MEDICAL CARE CORP
  		561376368 3 Yes   Yes   Yes   23,956,036
(I) PERSONAL CARE SERVICES
  		541291284 9 Yes   Yes   Yes   73,073
(J) PRINCE WILLIAM HOSPITAL
  		540696355 3 Yes   Yes   Yes   5,467,633
(K) NMG SERVICES INC
  		562098809 9 Yes   Yes   Yes   387,601
Total 344,873,355

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
NOVANT HEALTH INC
 
Employer identification number

56-1376950
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
NOVANT HEALTH INC
  		Employer identification number

56-1376950
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
NOVANT HEALTH INC
  		Employer identification number

56-1376950
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
NOVANT HEALTH INC
  		Employer identification number

56-1376950
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
NOVANT HEALTH INC
 
Employer identification number

56-1376950
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
Yes
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
331,044
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
Yes
 
36,192
j
Total. Add lines 1c through 1i ...............................
367,236
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: LINE 1A THERE IS VERY LIMITED ENGAGEMENT OF BOARD MEMBERS IN LEGISLATIVE MATTERS. LINE 1B THERE IS ONE FULL TIME GOVERNMENT RELATIONS STAFF PERSON. THERE IS MINIMAL INVOLVEMENT FROM OTHER STAFF. LINE 1G THE STAFF PERSON REFERENCED IN 1B WORKS DIRECTLY WITH LEGISLATORS AND THEIR STAFF. IN 2013, SEVERAL EMPLOYEES PARTICIPATED IN ADVOCACY DAY AT THE NORTH CAROLINA LEGISLATURE. LINE 1I DUES PAID TO CERTAIN ORGANIZATIONS WHICH INCLUDE A PORTION RELATED TO LOBBYING ACTIVITIES.
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number

56-1376950
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   93,949,073 93,949,073
b Buildings ................   660,300,978 315,570,435 344,730,543
c Leasehold improvements ............   36,610,478 22,165,198 14,445,280
d Equipment ................   390,133,458 322,605,425 67,528,033
e Other .................   361,030,029 165,872,696 195,157,333
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 715,810,262
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) OTHER SECURITIES 		250,319,305 F

(B) INVESTMENTS IN AFFILIATES 		121,878,465 C







Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 372,197,770
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
LTD - SYNDICATE 1,502,731
OTHER LIABILITIES 67,251,100
CAPITAL LEASE PAYABLE 1,856,462
DUE TO/FROM AFFILIATES 250,110,770
THIRD PARTY PAYMENT ADJUSTMENTS 1,192,163




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 321,913,226
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: PART X, LINE 2: LIABILITY UNDER FIN 48 (ASC 740) FOOTNOTE THE AUDIT FOR NOVANT HEALTH AND ITS AFFILIATES IS PREPARED ON A CONSOLIDATED BASIS. THE COMPANY WAS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THIS EVALUATION INCLUDES A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF OUR FOR-PROFIT SUBSIDIARIES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE COMPANY'S STATEMENT OF OPERATIONS FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012.
Schedule D (Form 990) 2013

Additional Data


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Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number

56-1376950
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
CENTRAL AMERICA AND THE CARIBBEAN     CAPTIVE INSURER   7,855,000
CENTRAL AMERICA AND THE CARIBBEAN     INVESTMENTS   336,435,000
EUROPE     INVESTMENTS   99,426,000
NORTH AMERICA     INVESTMENTS   29,577,000
EAST ASIA     INVESTMENTS   496,000
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 473,789,000
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 473,789,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


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Software Version:  



SCHEDULE H (Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number

56-1376950
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
 
No
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

 

No
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		    7,197,572 0 7,197,572 2.610 %
b Medicaid (from Worksheet 3,
column a) .... 		    17,330,920 12,950,221 4,380,699 1.590 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) . 		    3,066,490 1,936,394 1,130,096 0.410 %
d Total Financial Assistance
and Means-Tested
Government Programs . 		    27,594,982 14,886,615 12,708,367 4.610 %
Other Benefits
     28,120 0 28,120 0.010 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) .. 		    444,166 0 444,166 0.160 %
g Subsidized health services
(from Worksheet 6) .. 		    5,601,878 2,423,576 3,178,302 1.150 %
h Research (from Worksheet 7)     0 0 0 0 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8) 		    150,450 0 150,450 0.050 %
j Total. Other Benefits ..     6,224,614 2,423,576 3,801,038 1.370 %
k Total. Add lines 7d and 7j .     33,819,596 17,310,191 16,509,405 5.980 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     0 0 0 0 %
2 Economic development     5,988 0 5,988 0 %
3 Community support     16,750 0 16,750 0.010 %
4 Environmental improvements     0 0 0 0 %
5 Leadership development and training for community members     0 0 0 0 %
6 Coalition building     125 0 125 0 %
7 Community health improvement advocacy     0 0 0 0 %
8 Workforce development     15,896 0 15,896 0.010 %
9 Other     0 0 0 0 %
10 Total     38,759 0 38,759 0.020 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
8,269,663
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
49,743,703
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
77,002,194
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-27,258,491
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

 

No
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
11 ENDOSCOPY CENTER OF LAKE NORMAN
  		HEALTHCARE 51.000 % 0 % 49.000 %
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?2
Name, address, primary website address, and state license number 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 NH CHARLOTTE ORTHOPEDIC HOSPITAL
1901 RANDOLPH ROAD
CHARLOTTE,NC28207
WWW.NOVANTHEALTH.ORG
H0251 		X X                
2 NH BRUNSWICK MEDICAL CENTER
240 HOSPITAL DRIVE NE
BOLIVIA,NC28422
WWW.NOVANTHEALTH.ORG
H0250 		X X         X      
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPI
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A) 		1
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................... 3 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 300.000000000000%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11   No
If "Yes," indicate the FPG family income limit for eligibility for discounted care:   %
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12   No
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
NOVANT HEALTH BRUNSWICK MEDICAL CENTER
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A) 		2
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 13
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................... 3 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7   No
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 300.000000000000%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11   No
If "Yes," indicate the FPG family income limit for eligibility for discounted care:   %
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12   No
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B.Provide descriptions required for Part V, Section B, lines 1j, 3, 4, 5d, 6i, 7, 10, 11, 12i, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22. If applicable, provide separate descriptions for each facility in a facility reporting group, designated by "Facility A," "Facility B," etc.
Form and Line Reference Explanation
NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL PART V, SECTION B, LINE 3: WHILE CONDUCTING THE CHNA, THE HOSPITAL FACILITY(IES) SOLICITED INPUT FROM, AND CONSULTED WITH, A VARIETY OF COMMUNITY REPRESENTATIVES INCLUDING, BUT NOT LIMITED TO, REPRESENTATIVES OF CITY AND COUNTY GOVERNMENT INCLUDING HEALTH DEPARTMENTS, COMMUNITY-BASED ORGANIZATIONS, FOUNDATIONS, CHURCHES, COLLEGES/UNIVERSITIES, COMMUNITY COALITIONS AND OTHER SOCIAL SERVICE AGENCIES. THE SCOPE OF EXPERTISE WAS BROAD AND INCLUDED SUCH AREAS AS PUBLIC HEALTH, MINORITY POPULATIONS, HEALTH DISPARITIES, AND SOCIAL SERVICES. THE ORGANIZATION IS A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. WHERE POSSIBLE, WE HAVE LEVERAGED THE RESOURCES OF THE ORGANIZATION TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES.
NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 3: WHILE CONDUCTING THE CHNA, THE HOSPITAL FACILITY(IES) SOLICITED INPUT FROM, AND CONSULTED WITH, A VARIETY OF COMMUNITY REPRESENTATIVES INCLUDING, BUT NOT LIMITED TO, REPRESENTATIVES OF CITY AND COUNTY GOVERNMENT INCLUDING HEALTH DEPARTMENTS, COMMUNITY-BASED ORGANIZATIONS, FOUNDATIONS, CHURCHES, COLLEGES/UNIVERSITIES, COMMUNITY COALITIONS AND OTHER SOCIAL SERVICE AGENCIES. THE SCOPE OF EXPERTISE WAS BROAD AND INCLUDED SUCH AREAS AS PUBLIC HEALTH, MINORITY POPULATIONS, HEALTH DISPARITIES, AND SOCIAL SERVICES. THE ORGANIZATION IS A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. WHERE POSSIBLE, WE HAVE LEVERAGED THE RESOURCES OF THE ORGANIZATION TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES.
NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL PART V, SECTION B, LINE 7: THE HOSPITAL FACILITY(IES) IS/ARE A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. THE FACILITY'S CHNA IDENTIFIED MULTIPLE NEEDS FOR THE COMMUNITY SERVED. THE NEEDS IDENTIFIED WERE REVIEWED AND PRIORITIZED BY THE CHNA RESOURCE GROUP AND SUBSEQUENTLY BY THE ORGANIZATION'S BOARD AND THE NOVANT HEALTH EXECUTIVE TEAM. THEY EVALUATED EACH DOCUMENTED NEED AND ITS INTERSECTION WITH THE ORGANIZATION'S VISION, COMMITMENTS, AND KEY STRENGTHS BEFORE FURTHER PRIORITIZING THE HEALTH NEEDS AND AGREEING UPON THE TOP HEALTH PRIORITIES TO BE ADDRESSED. WHERE POSSIBLE, WE HAVE LEVERAGED THE SYSTEM'S STRENGTHS AND RESOURCES TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES. NOVANT HEALTH AND EACH OF ITS HOSPITAL FACILITIES ARE WORKING DILIGENTLY TO ADDRESS EACH OF THE IDENTIFIED AREAS OF NEED THROUGH RESOURCE ALLOCATION AND SUPPORT. CERTAIN NEEDS THAT WERE IDENTIFIED BY THE CHNA HAVE NOT BEEN ADDRESSED. IT WAS DETERMINED THAT THERE ARE OTHER RESOURCES IN THE COMMUNITY THAT CAN MORE APPROPRIATELY ADDRESS THESE NEEDS BASED ON SCOPE OF SERVICES AND SKILL SET. FOR MORE DETAILED INFORMATION, REFER TO THE PUBLICLY AVAILABLE IMPLEMENTATION PLAN AVAILABLE ON THE WEBSITE; REFER TO LINE 5B FOR THE URL.
NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 7: THE HOSPITAL FACILITY(IES) IS/ARE A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. THE FACILITY'S CHNA IDENTIFIED MULTIPLE NEEDS FOR THE COMMUNITY SERVED. THE NEEDS IDENTIFIED WERE REVIEWED AND PRIORITIZED BY THE CHNA RESOURCE GROUP AND SUBSEQUENTLY BY THE ORGANIZATION'S BOARD AND THE NOVANT HEALTH EXECUTIVE TEAM. THEY EVALUATED EACH DOCUMENTED NEED AND ITS INTERSECTION WITH THE ORGANIZATION'S VISION, COMMITMENTS, AND KEY STRENGTHS BEFORE FURTHER PRIORITIZING THE HEALTH NEEDS AND AGREEING UPON THE TOP HEALTH PRIORITIES TO BE ADDRESSED. WHERE POSSIBLE, WE HAVE LEVERAGED THE SYSTEM'S STRENGTHS AND RESOURCES TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES. NOVANT HEALTH AND EACH OF ITS HOSPITAL FACILITIES ARE WORKING DILIGENTLY TO ADDRESS EACH OF THE IDENTIFIED AREAS OF NEED THROUGH RESOURCE ALLOCATION AND SUPPORT. CERTAIN NEEDS THAT WERE IDENTIFIED BY THE CHNA HAVE NOT BEEN ADDRESSED. IT WAS DETERMINED THAT THERE ARE OTHER RESOURCES IN THE COMMUNITY THAT CAN MORE APPROPRIATELY ADDRESS THESE NEEDS BASED ON SCOPE OF SERVICES AND SKILL SET. FOR MORE DETAILED INFORMATION, REFER TO THE PUBLICLY AVAILABLE IMPLEMENTATION PLAN AVAILABLE ON THE WEBSITE; REFER TO LINE 5B FOR THE URL.
NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL PART V, SECTION B, LINE 11: ALL UNINSURED PATIENTS RECEIVE A STANDARD DISCOUNT REGARDLESS OF THEIR ABILITY TO PAY. THIS DISCOUNT MIRRORS OUR AVERAGE MANAGED CARE RATE. PATIENTS BELOW 300% OF THE FEDERAL POVERTY GUIDELINES ARE DISCOUNTED AT 100%.
NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 11: ALL UNINSURED PATIENTS RECEIVE A STANDARD DISCOUNT REGARDLESS OF THEIR ABILITY TO PAY. THIS DISCOUNT MIRRORS OUR AVERAGE MANAGED CARE RATE. PATIENTS BELOW 300% OF THE FEDERAL POVERTY GUIDELINES ARE DISCOUNTED AT 100%.
NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL PART V, SECTION B, LINE 20D: ALL FINANCIAL ASSISTANCE POLICY (FAP) ELIGIBLE PATIENTS RECEIVE 100% FREE CARE AND THEREFORE DO NOT RECEIVE BILLS ONCE FAP ELIGIBILITY HAS BEEN ESTABLISHED. ALL PATIENTS DO RECEIVE INFORMATIONAL STATEMENTS WHICH INCLUDE TOTAL CHARGES LESS ANY NON-FINANCIAL ASSISTANCE POLICY ADJUSTMENTS.
NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 20D: ALL FINANCIAL ASSISTANCE POLICY (FAP) ELIGIBLE PATIENTS RECEIVE 100% FREE CARE AND THEREFORE DO NOT RECEIVE BILLS ONCE FAP ELIGIBILITY HAS BEEN ESTABLISHED. ALL PATIENTS DO RECEIVE INFORMATIONAL STATEMENTS WHICH INCLUDE TOTAL CHARGES LESS ANY NON-FINANCIAL ASSISTANCE POLICY ADJUSTMENTS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?5
Name and address Type of Facility (describe)
1 NH HUNTERSVILLE OUTPATIENT SURGERY
10030 GILEAD ROAD
HUNTERSVILLE,NC28078 		AMBULATORY SURGICAL CENTER
2 NH BALLANTYNE OUTPATIENT SURGERY
14215 BALLANTYNE CORP PLACE STE 210
CHARLOTTE,NC28277 		AMBULATORY SURGICAL CENTER
3 NOVANT HEALTH BREAST CENTER
1718 EAST 4TH STREET
CHARLOTTE,NC28204 		IMAGING CENTER
4 NOVANT HEALTH IMAGING BALLANTYNE
14215 BALLANTYNE CORP PLACE STE 140
CHARLOTTE,NC28277 		IMAGING CENTER
5 NOVANT HEALTH IMAGING STEELE CREEK
13557 STEELECROFT PKWY
CHARLOTTE,NC28278 		IMAGING CENTER
6
7
8
9
10
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL PART V, SECTION B, LINE 3: WHILE CONDUCTING THE CHNA, THE HOSPITAL FACILITY(IES) SOLICITED INPUT FROM, AND CONSULTED WITH, A VARIETY OF COMMUNITY REPRESENTATIVES INCLUDING, BUT NOT LIMITED TO, REPRESENTATIVES OF CITY AND COUNTY GOVERNMENT INCLUDING HEALTH DEPARTMENTS, COMMUNITY-BASED ORGANIZATIONS, FOUNDATIONS, CHURCHES, COLLEGES/UNIVERSITIES, COMMUNITY COALITIONS AND OTHER SOCIAL SERVICE AGENCIES. THE SCOPE OF EXPERTISE WAS BROAD AND INCLUDED SUCH AREAS AS PUBLIC HEALTH, MINORITY POPULATIONS, HEALTH DISPARITIES, AND SOCIAL SERVICES. THE ORGANIZATION IS A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. WHERE POSSIBLE, WE HAVE LEVERAGED THE RESOURCES OF THE ORGANIZATION TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES.
NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 3: WHILE CONDUCTING THE CHNA, THE HOSPITAL FACILITY(IES) SOLICITED INPUT FROM, AND CONSULTED WITH, A VARIETY OF COMMUNITY REPRESENTATIVES INCLUDING, BUT NOT LIMITED TO, REPRESENTATIVES OF CITY AND COUNTY GOVERNMENT INCLUDING HEALTH DEPARTMENTS, COMMUNITY-BASED ORGANIZATIONS, FOUNDATIONS, CHURCHES, COLLEGES/UNIVERSITIES, COMMUNITY COALITIONS AND OTHER SOCIAL SERVICE AGENCIES. THE SCOPE OF EXPERTISE WAS BROAD AND INCLUDED SUCH AREAS AS PUBLIC HEALTH, MINORITY POPULATIONS, HEALTH DISPARITIES, AND SOCIAL SERVICES. THE ORGANIZATION IS A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. WHERE POSSIBLE, WE HAVE LEVERAGED THE RESOURCES OF THE ORGANIZATION TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES.
NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL PART V, SECTION B, LINE 7: THE HOSPITAL FACILITY(IES) IS/ARE A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. THE FACILITY'S CHNA IDENTIFIED MULTIPLE NEEDS FOR THE COMMUNITY SERVED. THE NEEDS IDENTIFIED WERE REVIEWED AND PRIORITIZED BY THE CHNA RESOURCE GROUP AND SUBSEQUENTLY BY THE ORGANIZATION'S BOARD AND THE NOVANT HEALTH EXECUTIVE TEAM. THEY EVALUATED EACH DOCUMENTED NEED AND ITS INTERSECTION WITH THE ORGANIZATION'S VISION, COMMITMENTS, AND KEY STRENGTHS BEFORE FURTHER PRIORITIZING THE HEALTH NEEDS AND AGREEING UPON THE TOP HEALTH PRIORITIES TO BE ADDRESSED. WHERE POSSIBLE, WE HAVE LEVERAGED THE SYSTEM'S STRENGTHS AND RESOURCES TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES. NOVANT HEALTH AND EACH OF ITS HOSPITAL FACILITIES ARE WORKING DILIGENTLY TO ADDRESS EACH OF THE IDENTIFIED AREAS OF NEED THROUGH RESOURCE ALLOCATION AND SUPPORT. CERTAIN NEEDS THAT WERE IDENTIFIED BY THE CHNA HAVE NOT BEEN ADDRESSED. IT WAS DETERMINED THAT THERE ARE OTHER RESOURCES IN THE COMMUNITY THAT CAN MORE APPROPRIATELY ADDRESS THESE NEEDS BASED ON SCOPE OF SERVICES AND SKILL SET. FOR MORE DETAILED INFORMATION, REFER TO THE PUBLICLY AVAILABLE IMPLEMENTATION PLAN AVAILABLE ON THE WEBSITE; REFER TO LINE 5B FOR THE URL.
NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 7: THE HOSPITAL FACILITY(IES) IS/ARE A PART OF NOVANT HEALTH, AN INTEGRATED NOT-FOR-PROFIT HEALTH SYSTEM. AS SUCH, NOVANT HEALTH INCLUDES MULTIPLE HOSPITAL FACILITIES AND HAS ENGAGED IN CHNAS FOR ALL OF THE COMMUNITIES BEING SERVED. THE FACILITY'S CHNA IDENTIFIED MULTIPLE NEEDS FOR THE COMMUNITY SERVED. THE NEEDS IDENTIFIED WERE REVIEWED AND PRIORITIZED BY THE CHNA RESOURCE GROUP AND SUBSEQUENTLY BY THE ORGANIZATION'S BOARD AND THE NOVANT HEALTH EXECUTIVE TEAM. THEY EVALUATED EACH DOCUMENTED NEED AND ITS INTERSECTION WITH THE ORGANIZATION'S VISION, COMMITMENTS, AND KEY STRENGTHS BEFORE FURTHER PRIORITIZING THE HEALTH NEEDS AND AGREEING UPON THE TOP HEALTH PRIORITIES TO BE ADDRESSED. WHERE POSSIBLE, WE HAVE LEVERAGED THE SYSTEM'S STRENGTHS AND RESOURCES TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY AND CONSISTENT ACROSS COMMUNITIES. NOVANT HEALTH AND EACH OF ITS HOSPITAL FACILITIES ARE WORKING DILIGENTLY TO ADDRESS EACH OF THE IDENTIFIED AREAS OF NEED THROUGH RESOURCE ALLOCATION AND SUPPORT. CERTAIN NEEDS THAT WERE IDENTIFIED BY THE CHNA HAVE NOT BEEN ADDRESSED. IT WAS DETERMINED THAT THERE ARE OTHER RESOURCES IN THE COMMUNITY THAT CAN MORE APPROPRIATELY ADDRESS THESE NEEDS BASED ON SCOPE OF SERVICES AND SKILL SET. FOR MORE DETAILED INFORMATION, REFER TO THE PUBLICLY AVAILABLE IMPLEMENTATION PLAN AVAILABLE ON THE WEBSITE; REFER TO LINE 5B FOR THE URL.
NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL PART V, SECTION B, LINE 11: ALL UNINSURED PATIENTS RECEIVE A STANDARD DISCOUNT REGARDLESS OF THEIR ABILITY TO PAY. THIS DISCOUNT MIRRORS OUR AVERAGE MANAGED CARE RATE. PATIENTS BELOW 300% OF THE FEDERAL POVERTY GUIDELINES ARE DISCOUNTED AT 100%.
NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 11: ALL UNINSURED PATIENTS RECEIVE A STANDARD DISCOUNT REGARDLESS OF THEIR ABILITY TO PAY. THIS DISCOUNT MIRRORS OUR AVERAGE MANAGED CARE RATE. PATIENTS BELOW 300% OF THE FEDERAL POVERTY GUIDELINES ARE DISCOUNTED AT 100%.
NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL PART V, SECTION B, LINE 20D: ALL FINANCIAL ASSISTANCE POLICY (FAP) ELIGIBLE PATIENTS RECEIVE 100% FREE CARE AND THEREFORE DO NOT RECEIVE BILLS ONCE FAP ELIGIBILITY HAS BEEN ESTABLISHED. ALL PATIENTS DO RECEIVE INFORMATIONAL STATEMENTS WHICH INCLUDE TOTAL CHARGES LESS ANY NON-FINANCIAL ASSISTANCE POLICY ADJUSTMENTS.
NOVANT HEALTH BRUNSWICK MEDICAL CENTER PART V, SECTION B, LINE 20D: ALL FINANCIAL ASSISTANCE POLICY (FAP) ELIGIBLE PATIENTS RECEIVE 100% FREE CARE AND THEREFORE DO NOT RECEIVE BILLS ONCE FAP ELIGIBILITY HAS BEEN ESTABLISHED. ALL PATIENTS DO RECEIVE INFORMATIONAL STATEMENTS WHICH INCLUDE TOTAL CHARGES LESS ANY NON-FINANCIAL ASSISTANCE POLICY ADJUSTMENTS.
Schedule H (Form 990) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number
56-1376950
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) WINSTON SALEM FOUNDATION
860 W 5TH STREET
WINSTON SALEM,NC27101 		56-6037615 501(C)(3) 170,000       COMMUNITY OUTREACH
(2) CHARLOTTE CENTER CITY PARTNERS
200 S TRYON STREET SUITE 1600
CHARLOTTE,NC28202 		56-1247787 501(C)(4) 106,500       COMMUNITY OUTREACH
(3) 100 BLACK MEN OF CHARLOTTE
740 W 5TH ST
CHARLOTTE,NC28202 		56-1795371 501(C)(3) 11,500       COMMUNITY OUTREACH
(4) YMCA OF GREATER CHARLOTTE
500 E MOREHEAD STREET
CHARLOTTE,NC28202 		56-1045299 501(C)(3) 12,500       COMMUNITY OUTREACH
(5) FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC
9201 UNIVERSITY CITY BLVD
CHARLOTTE,NC28031 		56-6059417 501(C)(3) 19,200       COMMUNITY OUTREACH
(6) ROWAN REGIONAL MEDICAL CENTER FOUNDATION
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103 		56-1424818 501(C)(3) 105,000       COMMUNITY OUTREACH
(7) BRUNSWICK COMMUNITY COLLEGE FOUNDATION INC
PO BOX 30
SUPPLY,NC28462 		58-1493463 501(C)(3) 5,750       COMMUNITY OUTREACH
(8) NORTH CAROLINA CHAMBER
701 CORPORATE CENTER STE 400
RALEIGH,NC27607 		56-0340499 501(C)(6) 7,500       COMMUNITY OUTREACH
(9) MECKLENBURG CITIZENS FOR PUBLIC EDUCATION
129 W TRADE STREET STE 1555
CHARLOTTE,NC28202 		56-1752043 501(C)(3) 10,000       COMMUNITY OUTREACH






2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
7
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
2
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE ORGANIZATION IS AN AFFILIATE IN AN INTEGRATED HEALTHCARE SYSTEM AND FOLLOWS A SYSTEM-WIDE CORPORATE POLICY WITH STANDARDIZED GUIDELINES THAT ARE TO BE USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS ARE MAINTAINED VIA THE GENERAL LEDGER. FUNDS ARE GENERALLY NOT TRACKED AFTER BEING GRANTED, AS THE ORIGINAL ELIGIBILITY AND SELECTION CRITERIA HAVE ALREADY BEEN MET.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number

56-1376950
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
Yes
 
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)ALUKO AKINYELETRUSTEE (i)
(ii)		 0
424,150 		0
0 		0
13,585 		0
126,060 		0
25,122 		0
588,917 		0
0
(2)ARMATO CARL CEO PRES NH(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 1,044,780
0 		917,964
0 		6,160,463
0 		57,800
0 		39,372
0 		8,220,379
0 		4,819,072
0
(3)HARGETT FRED EVP CFO NH(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 611,703
0 		561,004
0 		1,464,315
0 		57,800
0 		31,674
0 		2,726,496
0 		1,422,473
0
(4)BEST DIANA SVP CLINCAL OPER IMPROV(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 339,252
0 		239,526
0 		619,847
0 		92,311
0 		22,545
0 		1,313,481
0 		421,757
0
(5)BILLINGS DERRICK PRES NHSS(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 559,719
0 		399,360
0 		590,585
0 		56,798
0 		9,832
0 		1,616,294
0 		556,904
0
(6)CURETON JESSEEVP & CHIEF CONSUMER OFFICER (i)
(ii)		 502,517
0 		156,000
0 		28,442
0 		143,167
0 		26,256
0 		856,382
0 		0
0
(7)DANIELS JACQUELINE EVP CAO(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 543,607
0 		545,680
0 		8,705,151
0 		77,839
0 		16,789
0 		9,889,066
0 		2,793,447
0
(8)GARDELLA JOHNVP CLINICAL IMPROVEMENT (i)
(ii)		 276,843
0 		123,231
0 		13,625
0 		35,840
0 		19,546
0 		469,085
0 		0
0
(9)GARMON-BROWN OPHELIASVP PHYSICIAN SERVICES (i)
(ii)		 345,906
0 		138,480
0 		21,926
0 		115,800
0 		24,107
0 		646,219
0 		7,500
0
(10)GARRETT DAVIDSVP CHIEF INFO OFFICER (i)
(ii)		 399,097
0 		242,270
0 		33,188
0 		123,750
0 		22,402
0 		820,707
0 		7,500
0
(11)JOHNSON TONY SVP SUPPLY CHAIN(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 320,345
0 		205,260
0 		611,923
0 		57,800
0 		5,753
0 		1,201,081
0 		583,743
0
(12)LEDERER JAMESVP CLINICAL IMPROVEMENT (i)
(ii)		 309,132
0 		117,860
0 		18,839
0 		83,947
0 		16,623
0 		546,401
0 		7,500
0
(13)LINER SALLYE EVP CCO(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 501,462
0 		507,094
0 		335,950
0 		254,810
0 		27,660
0 		1,626,976
0 		236,603
0
(14)MCGEE LAWRENCE EVP COUNSEL(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 384,909
0 		304,420
0 		590,712
0 		156,200
0 		24,434
0 		1,460,675
0 		445,287
0
(15)MILLER MARKSVP OPERATIONAL FINANCE (i)
(ii)		 353,574
0 		223,920
0 		24,494
0 		111,300
0 		30,940
0 		744,228
0 		0
0
(16)MORGAN WAYNESVP & CHIEF INVEST OFFICER (i)
(ii)		 329,419
0 		234,346
0 		23,298
0 		113,054
0 		29,922
0 		730,039
0 		7,500
0
(17)MYERS SCOTTSVP CORPORATE FINANCE (i)
(ii)		 274,388
0 		179,868
0 		11,782
0 		107,978
0 		5,245
0 		579,261
0 		0
0
(18)PARK DAVID SVP REAL ESTATE(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 278,317
0 		203,100
0 		553,043
0 		63,296
0 		22,967
0 		1,120,723
0 		515,808
0
(19)PATEFIELD ARTHURSVP & CHIEF MED INFO OFF (i)
(ii)		 380,948
0 		304,980
0 		35,666
0 		55,800
0 		33,728
0 		811,122
0 		7,500
0
(20)SEEHAUSEN ROBERT SVP BUSINESS DEV(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 384,481
0 		240,480
0 		2,207,396
0 		63,282
0 		28,132
0 		2,923,771
0 		1,859,152
0
(21)SMITH-HILL JANETSVP HUMAN RESOURCES (i)
(ii)		 371,115
0 		237,744
0 		30,847
0 		106,550
0 		28,561
0 		774,817
0 		7,500
0
(22)VINCENT PAULA SVP FOUNDATIONS(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 332,914
0 		247,516
0 		2,689,034
0 		53,755
0 		12,951
0 		3,336,170
0 		264,675
0
(23)WALLENHAUPT STEPHEN EVP CMO(*SEE ADD'L INFO IN SCH J P3) (i)
(ii)		 517,755
0 		523,518
0 		1,097,177
0 		63,300
0 		28,714
0 		2,230,464
0 		967,313
0
(24)BURKE MARGARETSVP BUSINESS RISK (i)
(ii)		 230,711
0 		127,420
0 		17,343
0 		60,540
0 		5,068
0 		441,082
0 		0
0
(25)EVERETT CATHERINEVP NOVANT MARKETING AND PR (i)
(ii)		 221,360
0 		96,870
0 		10,995
0 		57,304
0 		10,286
0 		396,815
0 		0
0
(26)HEALY PATRICKVP CLINICAL IMPROVEMENT (i)
(ii)		 274,875
0 		120,966
0 		9,680
0 		94,157
0 		30,541
0 		530,219
0 		0
0
(27)RILEY MICHAELPRESIDENT NHCOH (i)
(ii)		 250,996
0 		134,920
0 		22,622
0 		42,254
0 		22,404
0 		473,196
0 		0
0
(28)WEBER DANIELLESVP REVENUE CYCLE (i)
(ii)		 96,181
0 		184,164
0 		47,966
0 		32,703
0 		4,873
0 		365,887
0 		7,500
0
(29)WILES PAULFMR CEO (i)
(ii)		 0
0 		0
0 		329,978
0 		0
0 		0
0 		329,978
0 		0
0
(30)WOOLLEN THOMASFMR SVP PHYSICIAN SERVICES (i)
(ii)		 52,854
291,507 		0
0 		10,901
4,956 		52,500
56,810 		11,121
22,430 		127,376
375,703 		0
0
(31)BEIER GREGORYFMR EVP & PRES NOVANT OPS (i)
(ii)		 0
0 		645,519
0 		707,610
0 		0
0 		10,780
0 		1,363,909
0 		132,331
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A PART I, LINE 1A: FRINGE OR EXPENSE EXPLANATION FIRST-CLASS OR CHARTER TRAVEL: FIRST-CLASS OR CHARTER TRAVEL IS NOT A COVERED TRAVEL EXPENSE FOR EXECUTIVES; THEY ARE LIMITED TO BUSINESS OR COACH CLASS FARES FOR COMMERCIAL FLIGHTS. HOWEVER, CHARTER TRAVEL IS AVAILABLE TO CERTAIN EXECUTIVES, BOARD MEMBERS, AND APPROVED BUSINESS PERSONNEL IN LIMITED CIRCUMSTANCES DEEMED TO INVOLVE BUSINESS NECESSITY. TRAVEL FOR COMPANIONS: COMPANIONS ARE ALLOWED ON CERTAIN CHARTER FLIGHTS PAID FOR BY THE ORGANIZATION. IN THAT CASE, THE VALUE OF THE COMPANION'S FLIGHT IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: EXECUTIVES WHO PURCHASE SPLIT DOLLAR INSURANCE THROUGH THEIR DISCRETIONARY SPENDING ACCOUNT MAY HAVE THE ADDITIONAL INCOME TAX OWED ON THE PS-58 COSTS PAID BY THE ORGANIZATION. EXECUTIVES WHO RECEIVE TAXABLE RELOCATION INCOME MAY HAVE THE ADDITIONAL INCOME TAX OWED ON THE INCOME PAID BY THE ORGANIZATION. EXECUTIVES MAY RECEIVE AS SEVERANCE BENEFITS CASH PAYMENTS IN LIEU OF PREMIUMS PAID FOR COVERAGE OF CERTAIN BENEFITS THAT ENDED WITH THE EXECUTIVE'S TERMINATION. THE ORGANIZATION MAY PAY THE ADDITIONAL TAX OWED ON ACCOUNT OF THESE PAYMENTS. 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 ACCOUNT CAN BE USED ONLY FOR AN APPROVED LIST OF EXPENDITURES. ALL OPTIONS OTHER THAN A DEFERRED, AT-RISK, COMPENSATION OPTION ARE CONSIDERED TAXABLE AND ARE INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: WE PROVIDE TEMPORARY HOUSING ALLOWANCES IN CERTAIN EXECUTIVE RECRUITMENT AND RELOCATION PACKAGES. IN THE CASE THAT SUCH EXPENSE IS NOT REIMBURSABLE UNDER THE ACCOUNTABLE PLAN RULES, THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: IN CASES WHERE CORPORATE MEMBERSHIPS ARE NOT AVAILABLE, A MEMBERSHIP MAY BE OBTAINED IN AN EXECUTIVE'S NAME WITH A "BUSINESS USE ONLY" RESTRICTION.
PART I, LINES 4A-C PART I, LINES 4A-C: SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SEVERANCE NONQUALIFIED EQUITY-BASED ARMATO, CARL *6,109,321 BEIER, GREGORY 680,000 124,831 BEST, DIANA LEE *585,518 BILLINGS, DERRICK *556,904 DANIELS, JACQUELINE *8,663,598 HARGETT, FRED *1,414,973 JOHNSON, TONY *576,243 LINER, SALLYE *261,107 MCGEE, LAWRENCE *437,787 PARK, DAVID *508,308 SEEHAUSEN, ROBERT *2,167,708 VINCENT, PAULA *2,653,713 WALLENHAUPT, STEPHEN *1,069,038 WILES, PAUL 69,791 302,000 *SCHEDULE J PART II COLUMN B(III): IN 2012, THE INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES COMPENSATION AND LEADERSHIP COMMITTEE (THE "COMMITTEE") ENGAGED INTEGRATED HEALTHCARE STRATEGIES TO ASSESS THE MARKET AND DESIGN A NEW SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("NEW SERP") THAT WOULD BE MORE IN LINE WITH MARKET PRACTICE AND INDUSTRY TRENDS AND THAT WOULD BETTER ACCOMPLISH NOVANT HEALTH'S STRATEGIC EXECUTIVE RETENTION AND ATTRACTION GOALS, AND TO REPLACE THE EXISTING PLAN. IN 2013, THE COMMITTEE APPROVED A NEW DEFINED CONTRIBUTION SERP, TO BE EFFECTIVE 1/1/2014, AND TERMINATED THE EXISTING DEFINED BENEFIT PLAN, WHICH HAS BEEN DESCRIBED IN DETAIL IN PRIOR NOVANT HEALTH FORM 990S. AS 2013 WAS A TRANSITION YEAR, SERP BENEFITS PAID OUT AS A RESULT OF THE TERMINATION OF THE EXISTING DEFINED BENEFIT PLAN HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(III) OF SCHEDULE J, AND DEFERRED COMPENSATION AMOUNTS THAT ACCRUED IN 2013 UNDER THE NEW SERP TO BE CONTRIBUTED TO PARTICIPANTS IN 2014 ARE REPORTED IN COLUMN (C) OF SCHEDULE J. THE AMOUNTS REFLECTED IN COLUMN F AS PREVIOUSLY REPORTED REFLECT THE CUMULATIVE AMOUNTS RECORDED ON PRIOR 990S IN COLUMN C AS DEFERRED COMPENSATION. THE AMOUNT IS THEN ADJUSTED FOR ANY PRIOR YEAR'S PAYMENTS THAT HAVE BEEN REPORTED PREVIOUSLY IN COLUMNS B(III) AND F. THE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION IN COLUMN C WERE DETERMINED USING AN ACTUARIAL CALCULATION THAT IS BASED ON SEVERAL FACTORS INCLUDING CURRENT AND FUTURE SALARY EXPECTATIONS, EXPECTED FUTURE YEARS OF SERVICE, AND DISCOUNTED USING INTEREST RATES IN PLACE AT THE TIME OF CALCULATION. THE AMOUNT REPORTED IN COLUMN B(III) FOR THE PLAN PAYOUT WILL NOT EXACTLY REFLECT THE CUMULATIVE ACCRUALS REPORTED IN COLUMN F BECAUSE OF THE VARIABILITY OF THE CALCULATION'S FACTORS OVER TIME. IN ADDITION, DUE TO THE LUMP SUM NATURE OF THE FINAL PAYOUT, THE AMOUNTS REPORTED IN COLUMN C AS ACCRUED IN THE PRIOR YEAR WOULD NOT INCLUDE A PORTION OF THE AMOUNTS ACCELERATED INTO 2013. THE EXISTING DEFINED BENEFIT PLAN PARTICIPANTS' PAYMENTS VARIED BASED ON LENGTH OF SERVICE TO THE ORGANIZATION, WHICH RANGED FROM 8 TO 37 YEARS, AND VESTING STATUS AT THE TIME OF PLAN TERMINATION. THE NEW SERP IS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES, AND TO OFFER COMPETITIVE TOTAL COMPENSATION. ELIGIBLE EXECUTIVES WILL BE NOMINATED BY THE CEO AND APPROVED BY THE COMMITTEE TO PARTICIPATE. 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. PRIOR TO MAKING THE CONTRIBUTIONS OR PAYMENTS, THE 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. SHARE OPTION PLAN: IN 2002, IN FULL COMPLIANCE WITH IRS RULES IN PLACE AT THAT TIME, NOVANT HEALTH, INC. ALLOWED CERTAIN SENIOR EXECUTIVES TO WAIVE THEIR RIGHTS TO EVENTUALLY RECEIVE BENEFITS UNDER THE ORGANIZATION'S SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) AND INSTEAD PARTICIPATE IN A SHARE OPTION PLAN UNDER WHICH THEY COULD OBTAIN OPTION GRANTS OF EQUIVALENT VALUE TO PURCHASE MUTUAL FUND SHARES. THE IRS RULES SUBSEQUENTLY CHANGED, AND ACCORDINGLY NO ADDITIONAL OPTIONS WERE GRANTED AFTER MAY 8, 2002. MR. WILES RETIRED IN 2011 AFTER 40 YEARS OF SERVICE TO THE ORGANIZATION. IN 2012, MR. WILES EXERCISED THE MAJORITY OF HIS OPTIONS UNDER THE SHARE OPTION PLAN, AS REPORTED ON NOVANT HEALTH'S 2012 FORM 990. IN 2013, MR. WILES EXERCISED ADDITIONAL OPTIONS UNDER THE PLAN AND RECEIVED $301,999.98 IN REPORTABLE COMPENSATION INCLUDED ON A FORM W-2 ISSUED TO MR. WILES. THIS TOTAL AMOUNT IS INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII OF THE FORM 990, AND IN COLUMN (B)(III) OF PART II OF SCHEDULE J OF THE FORM 990. RETIREMENT SECURITY AGREEMENT: RETIREMENT SECURITY AGREEMENTS ("RSAS") ENTERED INTO BY A PREDECESSOR ENTITY IN 1994 WERE ASSUMED BY NOVANT HEALTH, INC. AND SUBSEQUENTLY APPROVED BY THE COMPENSATION & LEADERSHIP COMMITTEE FOR TWO PARTICIPANTS, WHICH PROVIDED FOR SUPPLEMENTAL RETIREMENT BENEFITS COMMENCING AT AGE 60. ANY CURRENT YEAR PAYMENTS OF RSA BENEFITS TO THESE PARTICIPANTS ARE INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII OF THE FORM 990 AND IN COLUMN (B)(III) OF PART II OF SCHEDULE J OF THE FORM 990.
PART III - OTHER ADDITIONAL INFORMATION DESCRIPTIONS OF SUPPLEMENTAL EXECUTIVE BENEFITS INCLUDED IN PART VII AND SCHEDULE J: EXECUTIVE ANNUAL INCENTIVE PLAN: AS PART OF THE REPORTED COMPENSATION AMOUNTS, THE REPORTING ORGANIZATION PROVIDES ANNUAL INCENTIVE COMPENSATION TO OFFICERS AND KEY EMPLOYEES UNDER AN EXECUTIVE ANNUAL INCENTIVE PLAN. THE INCENTIVE PLAN IS DESIGNED TO OFFER OPPORTUNITIES FOR ADDITIONAL COMPENSATION, BUT ONLY TO THE EXTENT THAT ELIGIBLE EXECUTIVES HAVE PROVIDED EXTRAORDINARY SERVICES AND ACHIEVED EXTRAORDINARY RESULTS THAT MEET OR EXCEED PREDETERMINED GOALS IN THE AREAS OF QUALITY, PATIENT SATISFACTION, EMPLOYEE SATISFACTION AND FINANCIAL VITALITY. THESE GOALS ARE ESTABLISHED AND APPROVED BY INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD). THESE GOALS ARE WEIGHTED EQUALLY. THE ADDITIONAL COMPENSATION CAN RANGE ANYWHERE FROM ZERO TO A MAXIMUM PERCENTAGE OF BASE SALARY THAT DIFFERS BY THE CLASS OF EXECUTIVE; THIS MAXIMUM PERCENTAGE RANGES FROM 30% TO 70% OF BASE SALARY. IN ADDITION, THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD WHO OVERSEE THE INCENTIVE COMPENSATION PROGRAM APPLY TWO "CIRCUIT BREAKERS," WHICH ARE SUBSTANTIAL LEVELS OF ORGANIZATION-WIDE ACHIEVEMENT THAT MUST BE SATISFIED BEFORE ANY AWARDS ARE PAID TO ANY EXECUTIVE UNDER THE PROGRAM. THE INCENTIVE COMPENSATION AWARDS HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(II) OF SCHEDULE J. THEY ARE REPORTED IN THE YEAR PAID. THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD REVIEW, APPROVE, AND OVERSEE ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS ANNUAL INCENTIVE PLAN. LONG-TERM INCENTIVE PLAN: THE REPORTING ORGANIZATION OFFERS A LONG-TERM INCENTIVE PLAN (THE "PLAN") TO CERTAIN KEY EXECUTIVES. THE PLAN TIES A KEY EXECUTIVE'S COMPENSATION TO THE ORGANIZATION'S LONG-TERM STRATEGIC PERFORMANCE, PROVIDES A RETENTION INCENTIVE FOR KEY EXECUTIVES, AND ALLOWS THE ORGANIZATION TO COMPETE IN THE MARKETPLACE FOR TOP LEADERSHIP TALENT. THE PLAN OPERATES ON THREE-YEAR PERFORMANCE CYCLES THAT BEGIN EACH YEAR. LONG-TERM STRATEGIC GOALS (IN THE PRINCIPAL AREAS OF QUALITY OF PATIENT CARE AND LONG-TERM FINANCIAL STRENGTH) ARE ESTABLISHED AND APPROVED FOR EACH CYCLE, IN ADVANCE, BY INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD). NOVANT HEALTH'S INTERNAL AUDIT DEPARTMENT REVIEWS THE METHODOLOGY AND PROCESS USED TO DETERMINE ACHIEVEMENT OF THE QUALITY METRICS. AWARDS ARE PAYABLE FOR A PARTICULAR THREE-YEAR PERFORMANCE CYCLE ONLY IF THE REQUISITE LEVEL OF COMMUNITY BENEFIT AND CHARITY CARE, ALONG WITH THE REQUIRED LEVEL OF FINANCIAL PERFORMANCE TO DEMONSTRATE LONG-TERM FINANCIAL STRENGTH, HAVE BEEN MET FOR THAT RESPECTIVE THREE-YEAR PERFORMANCE PERIOD. IF AN AWARD IS EARNED AT THE END OF A PERFORMANCE CYCLE, THEN THE INCENTIVE AWARD IS PAID OUT AND IS INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(II) OF SCHEDULE J. THEY ARE REPORTED IN THE YEAR PAID. THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THE PLAN. PART I, LINE 4A - SEVERANCE PLAN: ELIGIBLE EXECUTIVES MAY RECEIVE SEVERANCE PAY THAT IS BASED ON ANNUAL COMPENSATION FOR A SPECIFIED PERIOD OF TIME. THE SEVERANCE PAY WOULD BE PAID ONLY IN THE EVENT OF CERTAIN TYPES OF EMPLOYMENT TERMINATION, AND IS FURTHER CONTINGENT ON THE SATISFACTION OF OTHER CONDITIONS SUCH AS COMPLIANCE WITH A NON-COMPETITION COVENANT. ANY CURRENT YEAR PAYMENTS HAVE BEEN INCLUDED IN THE COMPENSATION AMOUNTS REPORTED IN PART VII AND IN COLUMN (B)(III) OF SCHEDULE J. THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS SEVERANCE PLAN.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number
56-1376950
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A NORTH CAROLINA MED CARE COMMISSION
  		52-1309402   03-23-2011 65,605,000 SEE PART VI   X   X   X
B NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 657902U91 12-08-2004 110,000,000 SEE PART VI   X   X   X
C NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 657902V25 12-08-2004 25,000,000 SEE PART VI   X   X   X
D NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 6579025X6 12-14-2006 260,647,399 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402   03-23-2011 70,695,000 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402   03-23-2011 47,165,000 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 65821DRK9 05-07-2013 161,286,657 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 65821DFU0 11-03-2010 259,620,763 SEE PART VI   X   X   X
IND DEV AUTH COUNTY OF PRINCE WILLIAM
  		52-1325659 74176HAT2 05-07-2013 153,845,821 SEE PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 10,500,000 6,885,000    
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 65,605,000 110,000,000 25,000,000 260,647,399
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 916,056 916,056 208,194 1,536,125
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . . 17,472,178     17,472,178
10 Capital expenditures from proceeds . . . . . . . . . . . 109,083,944 109,083,944 24,791,806 204,855,830
11 Other spent proceeds . . . . . . . . . . . . . .        
12 Other unspent proceeds . . . . . . . . . . . . . . 10,047,395   10,047,395  
13 Year of substantial completion . . . . . . . . . . . . 2011 2007 2007 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X   X X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		  X X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X     X   X   X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . .   X X   X   X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X   X   X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X     X
b Name of provider . . . . . . . . . SEE PART VI
  		MERRILL LYNCH
  		MERRILL LYNCH
  		 
 
c Term of hedge . . . . . . . . . . 28.300000000000 28.300000000000 28.300000000000  
d Was the hedge superintegrated? . . . .   X   X   X    
e Was the hedge terminated? . . . . . .   X   X   X    
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
FORM 990, SCHEDULE K ENTITY 1 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE A : DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008A BONDS ISSUED 8/19/08 FORM 990, SCHEDULE K, PART IV 4B & 4C, ENTITY 1, COLUMN A NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE B : DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV 2C, ENTITY 1 LINE B: DATE OF LAST REBATE COMPUTATION DECEMBER 8, 2009 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE C : DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV 2C, ENTITY 1 LINE C: DATE OF LAST REBATE COMPUTATION DECEMBER 8, 2009 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE D : DESCRIPTION OF PURPOSE (1) DEPOSIT TO CONSTRUCTION ACCOUNT; (2) REFINANCING OF OUTSTANDING LINE OF CREDIT; AND (3) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV 2C, ENTITY 1 LINE D: DATE OF LAST REBATE COMPUTATION DECEMBER 1,2011
FORM 990, SCHEDULE K ENTITY 2 FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE A : DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008B BONDS ISSUED 8/19/08 FORM 990, SCHEDULE K, PART IV 4B & 4C, ENTITY 2, COLUMN A NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE B : DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008C BONDS ISSUED 8/19/08 FORM 990, SCHEDULE K, PART IV 4B & 4C, ENTITY 2, COLUMN B NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE C : DESCRIPTION OF PURPOSE (1) FINANCE THE VERTICAL EXPANSION OF PRESBYTERIAN HOSPITAL HUNTERSVILLE, THE VERTICAL EXPANSION OF PRESBYTERIAN HOSPITAL MATTHEWS, THE CONSTRUCTION AND EQUIPPING OF CLEMMONS MEDICAL CENTER, G-WING RENOVATIONS AT THE PRESBYTERIAN HOSPIAL AND MEDICAL, COMPUTER OFFICE AND CAPITAL EQUIPMENT AT THE PRESBYTERIAN HOSPITAL, PRESBYTERIAN HOSPITAL MATTHEWS AND PRESBYTERIAN HOSPITAL HUNTERSVILLE (2) REFUND A PORTION OF THE 2003A BONDS (3) REFUND A TAXABLE BANK LOAN AND (4) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE D : DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS
FORM 990, SCHEDULE K ENTITY 3 FORM 990, SCHEDULE K, PART I, ENTITY 3, LINE A : DESCRIPTION OF PURPOSE (1) FINANCE A 60 BED HOSPITAL IN HAYMARKET, VA (2) REFUND THE PRINCE WILLIAM HOSPITAL SERIES 2002 BONDS (3) PAY ISSUANCE COSTS
FORM 990, SCHEDULE K, PART III - PRIVATE BUSINESS USE THE ORGANIZATION IS PART OF THE NOVANT HEALTH CARE SYSTEM, WHICH HAS A LEGAL DEPARTMENT, MATERIALS MANAGEMENT DEPARTMENT AND A RESEARCH DEPARTMENT. THESE DEPARTMENTS REGULARLY REVIEW MANAGEMENT, SERVICE AND RESEARCH AGREEMENTS RELATED TO TAX-EXEMPT BOND FINANCED PROPERTY. OUTSIDE BOND COUNSEL CONDUCTS ADDITIONAL REVIEW AND DUE DILIGENCE WHEN ENGAGED FOR A BOND ISSUANCE OR REFUNDING PROJECT.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number
56-1376950
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A NORTH CAROLINA MED CARE COMMISSION
  		52-1309402   03-23-2011 65,605,000 SEE PART VI   X   X   X
B NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 657902U91 12-08-2004 110,000,000 SEE PART VI   X   X   X
C NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 657902V25 12-08-2004 25,000,000 SEE PART VI   X   X   X
D NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 6579025X6 12-14-2006 260,647,399 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402   03-23-2011 70,695,000 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402   03-23-2011 47,165,000 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 65821DRK9 05-07-2013 161,286,657 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 65821DFU0 11-03-2010 259,620,763 SEE PART VI   X   X   X
IND DEV AUTH COUNTY OF PRINCE WILLIAM
  		52-1325659 74176HAT2 05-07-2013 153,845,821 SEE PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 10,500,000 6,885,000    
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 65,605,000 110,000,000 25,000,000 260,647,399
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 916,056 916,056 208,194 1,536,125
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . . 17,472,178     17,472,178
10 Capital expenditures from proceeds . . . . . . . . . . . 109,083,944 109,083,944 24,791,806 204,855,830
11 Other spent proceeds . . . . . . . . . . . . . .        
12 Other unspent proceeds . . . . . . . . . . . . . . 10,047,395   10,047,395  
13 Year of substantial completion . . . . . . . . . . . . 2011 2007 2007 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X   X X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		  X X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X     X   X   X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . .   X X   X   X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X   X   X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X     X
b Name of provider . . . . . . . . . SEE PART VI
  		MERRILL LYNCH
  		MERRILL LYNCH
  		 
 
c Term of hedge . . . . . . . . . . 28.300000000000 28.300000000000 28.300000000000  
d Was the hedge superintegrated? . . . .   X   X   X    
e Was the hedge terminated? . . . . . .   X   X   X    
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
FORM 990, SCHEDULE K ENTITY 1 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE A : DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008A BONDS ISSUED 8/19/08 FORM 990, SCHEDULE K, PART IV 4B & 4C, ENTITY 1, COLUMN A NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE B : DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV 2C, ENTITY 1 LINE B: DATE OF LAST REBATE COMPUTATION DECEMBER 8, 2009 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE C : DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV 2C, ENTITY 1 LINE C: DATE OF LAST REBATE COMPUTATION DECEMBER 8, 2009 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE D : DESCRIPTION OF PURPOSE (1) DEPOSIT TO CONSTRUCTION ACCOUNT; (2) REFINANCING OF OUTSTANDING LINE OF CREDIT; AND (3) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV 2C, ENTITY 1 LINE D: DATE OF LAST REBATE COMPUTATION DECEMBER 1,2011
FORM 990, SCHEDULE K ENTITY 2 FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE A : DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008B BONDS ISSUED 8/19/08 FORM 990, SCHEDULE K, PART IV 4B & 4C, ENTITY 2, COLUMN A NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE B : DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008C BONDS ISSUED 8/19/08 FORM 990, SCHEDULE K, PART IV 4B & 4C, ENTITY 2, COLUMN B NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE C : DESCRIPTION OF PURPOSE (1) FINANCE THE VERTICAL EXPANSION OF PRESBYTERIAN HOSPITAL HUNTERSVILLE, THE VERTICAL EXPANSION OF PRESBYTERIAN HOSPITAL MATTHEWS, THE CONSTRUCTION AND EQUIPPING OF CLEMMONS MEDICAL CENTER, G-WING RENOVATIONS AT THE PRESBYTERIAN HOSPIAL AND MEDICAL, COMPUTER OFFICE AND CAPITAL EQUIPMENT AT THE PRESBYTERIAN HOSPITAL, PRESBYTERIAN HOSPITAL MATTHEWS AND PRESBYTERIAN HOSPITAL HUNTERSVILLE (2) REFUND A PORTION OF THE 2003A BONDS (3) REFUND A TAXABLE BANK LOAN AND (4) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE D : DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS
FORM 990, SCHEDULE K ENTITY 3 FORM 990, SCHEDULE K, PART I, ENTITY 3, LINE A : DESCRIPTION OF PURPOSE (1) FINANCE A 60 BED HOSPITAL IN HAYMARKET, VA (2) REFUND THE PRINCE WILLIAM HOSPITAL SERIES 2002 BONDS (3) PAY ISSUANCE COSTS
FORM 990, SCHEDULE K, PART III - PRIVATE BUSINESS USE THE ORGANIZATION IS PART OF THE NOVANT HEALTH CARE SYSTEM, WHICH HAS A LEGAL DEPARTMENT, MATERIALS MANAGEMENT DEPARTMENT AND A RESEARCH DEPARTMENT. THESE DEPARTMENTS REGULARLY REVIEW MANAGEMENT, SERVICE AND RESEARCH AGREEMENTS RELATED TO TAX-EXEMPT BOND FINANCED PROPERTY. OUTSIDE BOND COUNSEL CONDUCTS ADDITIONAL REVIEW AND DUE DILIGENCE WHEN ENGAGED FOR A BOND ISSUANCE OR REFUNDING PROJECT.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number
56-1376950
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer 		(i) Pool
financing
Yes No Yes No Yes No
A NORTH CAROLINA MED CARE COMMISSION
  		52-1309402   03-23-2011 65,605,000 SEE PART VI   X   X   X
B NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 657902U91 12-08-2004 110,000,000 SEE PART VI   X   X   X
C NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 657902V25 12-08-2004 25,000,000 SEE PART VI   X   X   X
D NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 6579025X6 12-14-2006 260,647,399 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402   03-23-2011 70,695,000 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402   03-23-2011 47,165,000 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 65821DRK9 05-07-2013 161,286,657 SEE PART VI   X   X   X
NORTH CAROLINA MED CARE COMMISSION
  		52-1309402 65821DFU0 11-03-2010 259,620,763 SEE PART VI   X   X   X
IND DEV AUTH COUNTY OF PRINCE WILLIAM
  		52-1325659 74176HAT2 05-07-2013 153,845,821 SEE PART VI   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 10,500,000 6,885,000    
2 Amount of bonds legally defeased . . . . . . . . . . .        
3 Total proceeds of issue . . . . . . . . . . . . . . 65,605,000 110,000,000 25,000,000 260,647,399
4 Gross proceeds in reserve funds . . . . . . . . . . . .        
5 Capitalized interest from proceeds . . . . . . . . . . .        
6 Proceeds in refunding escrows . . . . . . . . . . . .        
7 Issuance costs from proceeds . . . . . . . . . . . . 916,056 916,056 208,194 1,536,125
8 Credit enhancement from proceeds . . . . . . . . . . .        
9 Working capital expenditures from proceeds . . . . . . . . . 17,472,178     17,472,178
10 Capital expenditures from proceeds . . . . . . . . . . . 109,083,944 109,083,944 24,791,806 204,855,830
11 Other spent proceeds . . . . . . . . . . . . . .        
12 Other unspent proceeds . . . . . . . . . . . . . . 10,047,395   10,047,395  
13 Year of substantial completion . . . . . . . . . . . . 2011 2007 2007 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . . X     X   X X  
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X   X   X
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X X   X   X  
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?   X   X   X   X
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 % 0 %
6 Total of lines 4 and 5 . . . . . . . . . . . . . 0 % 0 % 0 % 0 %
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X   X
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of.        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . . 		  X X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X   X
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . . X     X   X   X
b Exception to rebate? . . . . . . . .   X   X   X   X
c No rebate due? . . . . . . . .   X X   X   X  
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . . X   X   X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X   X   X     X
b Name of provider . . . . . . . . . SEE PART VI
  		MERRILL LYNCH
  		MERRILL LYNCH
  		 
 
c Term of hedge . . . . . . . . . . 28.300000000000 28.300000000000 28.300000000000  
d Was the hedge superintegrated? . . . .   X   X   X    
e Was the hedge terminated? . . . . . .   X   X   X    
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X   X
b Name of provider . . . . . . . . .  
  		 
  		 
  		 
 
c Term of GIC . . . . . . . . . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . .                
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X   X  
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
FORM 990, SCHEDULE K ENTITY 1 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE A : DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008A BONDS ISSUED 8/19/08 FORM 990, SCHEDULE K, PART IV 4B & 4C, ENTITY 1, COLUMN A NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE B : DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV 2C, ENTITY 1 LINE B: DATE OF LAST REBATE COMPUTATION DECEMBER 8, 2009 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE C : DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV 2C, ENTITY 1 LINE C: DATE OF LAST REBATE COMPUTATION DECEMBER 8, 2009 FORM 990, SCHEDULE K, PART I, ENTITY 1, LINE D : DESCRIPTION OF PURPOSE (1) DEPOSIT TO CONSTRUCTION ACCOUNT; (2) REFINANCING OF OUTSTANDING LINE OF CREDIT; AND (3) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART IV 2C, ENTITY 1 LINE D: DATE OF LAST REBATE COMPUTATION DECEMBER 1,2011
FORM 990, SCHEDULE K ENTITY 2 FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE A : DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008B BONDS ISSUED 8/19/08 FORM 990, SCHEDULE K, PART IV 4B & 4C, ENTITY 2, COLUMN A NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE B : DESCRIPTION OF PURPOSE CURRENT REFUND THE SERIES 2008C BONDS ISSUED 8/19/08 FORM 990, SCHEDULE K, PART IV 4B & 4C, ENTITY 2, COLUMN B NOVANT HEALTH ENTERED INTO QUALIFIED HEDGES WITH RESPECT TO THE BONDS ISSUED ON 03/23/11. THE HEDGES ARE PROVIDED BY GOLDMAN SACHS MITSUI MARINE DERIVATIVE PRODUCTS, LP AND SUNTRUST BANK AND HAVE TERMS OF 17.8 AND 20.3 YEARS, RESPECTIVELY. FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE C : DESCRIPTION OF PURPOSE (1) FINANCE THE VERTICAL EXPANSION OF PRESBYTERIAN HOSPITAL HUNTERSVILLE, THE VERTICAL EXPANSION OF PRESBYTERIAN HOSPITAL MATTHEWS, THE CONSTRUCTION AND EQUIPPING OF CLEMMONS MEDICAL CENTER, G-WING RENOVATIONS AT THE PRESBYTERIAN HOSPIAL AND MEDICAL, COMPUTER OFFICE AND CAPITAL EQUIPMENT AT THE PRESBYTERIAN HOSPITAL, PRESBYTERIAN HOSPITAL MATTHEWS AND PRESBYTERIAN HOSPITAL HUNTERSVILLE (2) REFUND A PORTION OF THE 2003A BONDS (3) REFUND A TAXABLE BANK LOAN AND (4) PAY ISSUANCE COSTS FORM 990, SCHEDULE K, PART I, ENTITY 2, LINE D : DESCRIPTION OF PURPOSE (1) ACQUISITION AND INSTALLATION OF CAPITAL EQUIPMENT FOR HEALTHCARE FACILITIES; AND (2) PAY ISSUANCE COSTS
FORM 990, SCHEDULE K ENTITY 3 FORM 990, SCHEDULE K, PART I, ENTITY 3, LINE A : DESCRIPTION OF PURPOSE (1) FINANCE A 60 BED HOSPITAL IN HAYMARKET, VA (2) REFUND THE PRINCE WILLIAM HOSPITAL SERIES 2002 BONDS (3) PAY ISSUANCE COSTS
FORM 990, SCHEDULE K, PART III - PRIVATE BUSINESS USE THE ORGANIZATION IS PART OF THE NOVANT HEALTH CARE SYSTEM, WHICH HAS A LEGAL DEPARTMENT, MATERIALS MANAGEMENT DEPARTMENT AND A RESEARCH DEPARTMENT. THESE DEPARTMENTS REGULARLY REVIEW MANAGEMENT, SERVICE AND RESEARCH AGREEMENTS RELATED TO TAX-EXEMPT BOND FINANCED PROPERTY. OUTSIDE BOND COUNSEL CONDUCTS ADDITIONAL REVIEW AND DUE DILIGENCE WHEN ENGAGED FOR A BOND ISSUANCE OR REFUNDING PROJECT.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number

56-1376950
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) NOVANT HEALTH RISK RETENTION GROUP INC (FKA NEW STAR RISK RETENTION GROUP)
  		BOARD INCLUDES: ARMATO, HARGETT, MCGEE AND WALLENHAUPT 2,514,920 THE FILING ORGANIZATION HAS A LOAN IN PLACE WITH NHRRG.   No
(2) MEDQUEST
  		BOARD INCLUDES: ARMATO, HARGETT AND MCGEE 227,618,727 THE FILING ORGANIZATION HAS A LOAN IN PLACE WITH MEDQUEST.   No
(3) BRIAN WEBER FAMILY MEMBER OF DANIELLE WEBER, FORMER KEY EMPLOYEE 199,664 COMPENSATION PAID BY THE FILING ORGANIZATION TO A FAMILY MEMBER OF THE INTERESTED PERSON.   No
(4) ALEXIA JOHNSON FAMILY MEMBER OF TONY JOHNSON, KEY EMPLOYEE 34,123 COMPENSATION PAID BY THE FILING ORGANIZATION TO A FAMILY MEMBER OF THE INTERESTED PERSON.   No
(5) CHASE GARRETT FAMILY MEMBER OF DAVE GARRETT, KEY EMPLOYEE 44,072 COMPENSATION PAID BY THE FILING ORGANIZATION TO A FAMILY MEMBER OF THE INTERESTED PERSON.   No
(6) MARY PATEFIELD FAMILY MEMBER OF ARTHUR PATEFIELD, KEY EMPLOYEE 67,175 COMPENSATION PAID BY THE FILING ORGANIZATION TO A FAMILY MEMBER OF THE INTERESTED PERSON.   No
(7) ARTHUR J PATEFIELD JR FAMILY MEMBER OF ARTHUR PATEFIELD, KEY EMPLOYEE 41,119 COMPENSATION PAID BY THE FILING ORGANIZATION TO A FAMILY MEMBER OF THE INTERESTED PERSON.   No
(8) COTSWALD MEDICAL CLINIC (CMC)
  		ENTITY OWNED > 5% BY THOMAS WOOLLEN, FORMER OFFICER 142,131 THE FILING ORGANIZATION HAS A LEASE IN PLACE WITH CMC.   No
(9) PIEDMONT RADIATION ONCOLOGY (PRO)
  		ENTITY OWNED > 5% BY LISA EVANS, BOARD MEMBER 107,041 THE FILING ORGANIZATION MADE MEDICAL & HEALTHCARE PAYMENTS TO PRO   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number

56-1376950
Return Reference Explanation
FORM 990, PART III, LINE 1: MISSION, VISION AND VALUES MISSION: NOVANT HEALTH EXISTS TO IMPROVE THE HEALTH OF COMMUNITIES, ONE PERSON AT A TIME. VISION: WE, THE EMPLOYEES OF NOVANT HEALTH AND OUR PHYSICIAN PARTNERS, WILL DELIVER THE MOST REMARKABLE PATIENT EXPERIENCE, IN EVERY DIMENSION, EVERY TIME. VALUES: COMPASSION: WE TREAT OUR CUSTOMERS AND THEIR FAMILIES, STAFF AND OTHER HEALTHCARE PROVIDERS AS FAMILY MEMBERS BY SHOWING THEM KINDNESS, PATIENCE, EMPATHY AND RESPECT. DIVERSITY: WE RECOGNIZE THAT EVERY PERSON IS DIFFERENT, EACH SHAPED BY UNIQUE LIFE EXPERIENCES. THIS ENABLES US TO BETTER UNDERSTAND ONE ANOTHER AND OUR CUSTOMERS. PERSONAL EXCELLENCE: WE STRIVE TO GROW PERSONALLY AND PROFESSIONALLY, AND APPROACH EACH SERVICE OPPORTUNITY WITH A POSITIVE, FLEXIBLE ATTITUDE. HONESTY AND PERSONAL INTEGRITY GUIDE ALL THAT WE DO. TEAMWORK: THE NEEDS AND EXPECTATIONS OF ANY ONE CUSTOMER ARE GREATER THAN THAT WHICH ONE PERSON'S SERVICE EFFORTS CAN SATISFY. WE SUPPORT EACH OTHER SO THAT TOGETHER AS A TEAM, WE CAN BE SUCCESSFUL IN THE EYE OF THE CUSTOMER AS A QUALITY SERVICE PROVIDER. NOVANT HEALTH'S BRAND PROMISE: WE ARE MAKING YOUR HEALTHCARE EXPERIENCE REMARKABLE. WE WILL BRING YOU WORLD-CLASS TECHNOLOGY, CLINICIANS, AND CARE WHEN AND WHERE YOU NEED IT. WE ARE REINVENTING THE HEALTHCARE EXPERIENCE TO BE SIMPLER, MORE CONVENIENT, AND MORE AFFORDABLE, SO THAT YOU CAN FOCUS ON GETTING BETTER AND STAYING HEALTHY.
FORM 990, PART I, LINE 6: THE NUMBER OF VOLUNTEERS REPORTED INCLUDES THOSE VOLUNTEERS SERVING AS BOARD MEMBERS.
FORM 990, PI, L1: ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION OF A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICE PROVIDERS (COLLECTIVELY KNOWN AS "NOVANT HEALTH"). NOVANT HEALTH, INC. EXISTS TO SUPPORT THE OVERALL SYSTEM AND DOES SO BY PROVIDING OVERALL STRATEGIC PLANNING, CENTRALIZED ADMINISTRATIVE SUPPORT AND THE COORDINATION OF SYSTEM-WIDE ACTIVITIES. NOVANT HEALTH IS RANKED AS ONE OF OUR NATION'S 25 MOST INTEGRATED HEALTHCARE SYSTEMS - CARING FOR PATIENTS AND COMMUNITIES IN GEORGIA, NORTH CAROLINA, SOUTH CAROLINA AND VIRGINIA. IN 2013, THE NOVANT HEALTH SYSTEM REPORTED $3.6 BILLION IN REVENUES. WE EXIST TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE. WE ACCOMPLISH THAT MISSION BY PROVIDING EXCELLENT HEALTHCARE FACILITIES AND PHYSICIAN PRACTICES AND MAKING A COMMITMENT TO COMMUNITY OUTREACH AND SERVICE. WE PROVIDE HUNDREDS OF PROGRAMS THAT SERVE OUR PATIENTS, NEIGHBORS AND SOME OF OUR COMMUNITIES' MOST VULNERABLE CITIZENS. WE ALSO PROVIDE CHARITY MEDICAL CARE FOR THE UNINSURED, SERVICES TO INDIVIDUALS WITH MEDICAID COVERAGE REIMBURSED AT LESS THAN COST, COMMUNITY HEALTH EDUCATION, MEDICAL SERVICES THAT LOSE MONEY BUT ARE IMPORTANT FOR THE COMMUNITY, SUPPORT GROUPS, OUTREACH SERVICES, COMMUNITY EVENTS AND SCREENINGS. IN ADDITION, WE PARTICIPATE IN MEDICAL RESEARCH, ACADEMIC HEALTH PROGRAMS AND PARTNERSHIPS WITH A DIVERSE GROUP OF ORGANIZATIONS TO PROVIDE OTHER COMMUNITY INITIATIVES. IN 2013, NOVANT HEALTH FACILITIES CONTINUED THEIR RELENTLESS FOCUS ON DELIVERING A REMARKABLE PATIENT EXPERIENCE AND LOOKED FOR INNOVATIVE WAYS TO DELIVER EXPANDED ACCESS TO CARE, AS WELL AS EASE NAVIGATION OF THE HEALTHCARE SYSTEM. IN APRIL 2013, NOVANT HEALTH FACILITIES ACROSS A FOUR-STATE FOOTPRINT LAUNCHED A NEW BRAND STRATEGY TO CREATE A SEAMLESS EXPERIENCE THAT UNITES MULTIPLE POINTS OF CARE AND DEMONSTRATES ACROSS ALL FACILITIES THAT NOVANT HEALTH IS DEDICATED TO MAKING HEALTHCARE REMARKABLE. THE UNIFIED BRAND APPROACH POSITIONS NOVANT HEALTH AS AN INTEGRATED NETWORK POISED TO DELIVER SEAMLESS AND CONVENIENT HEALTHCARE. IN 2013, THE SYSTEM CONTINUED TO ADDRESS THE NEED FOR EXPANDED AND CONVENIENT HEALTHCARE ACCESS THROUGH THE OPENING OF NEW FACILITIES, EXPANSION OF CURRENT FACILITIES AND ENGAGEMENT IN STRATEGIC PARTNERSHIPS WITH OTHER HOSPITALS AND HEALTH SYSTEMS. NOVANT HEALTH CLEMMONS MEDICAL CENTER IN CLEMMONS, NC OPENED WITH TWO OPERATING SUITES FOR OUTPATIENT SURGERY, A 24/7 EMERGENCY DEPARTMENT, AND IMAGING AND LAB SERVICES IN 2013, WHILE NOVANT HEALTH FRANKLIN MEDICAL CENTER IN LOUISBURG, NC FOCUSED ON THE BEHAVIORAL HEALTH NEEDS OF ITS COMMUNITY BY OPENING A NEW, 13-BED GERIATRIC BEHAVIORAL HEALTH UNIT. THE WINSTON-SALEM, NC MARKET ALSO ADDRESSED THE NEED FOR CONVENIENT ACCESS TO QUALITY HEALTH BY OPENING THE FIRST NOVANT HEALTH EASY CARE FAMILY MEDICINE CLINIC. THE CLINIC WILL SHARE SPACE WITH NOVANT HEALTH FRIEDBERG FAMILY MEDICINE IN DAVIDSON COUNTY, NC AND BE OPEN WEEKDAY EVENINGS AND ON SATURDAY. IN GEORGIA, NOVANT HEALTH COLLABORATED WITH MEMORIAL HEALTH TO ESTABLISH A FREESTANDING CHILDREN'S HOSPITAL IN SAVANNAH, GA. THE NEW FACILITY WILL BE A FOUR-YEAR PHASED PROJECT AND HOUSE A PEDIATRIC INTENSIVE CARE UNIT, A TWO-ROOM SURGICAL SUITE, PEDIATRIC ANCILLARY SERVICES AND A 24-HOUR EMERGENCY DEPARTMENT. NOVANT HEALTH MATTHEWS MEDICAL CENTER IN MATTHEWS, NC UNVEILED 23 INPATIENT ROOMS, NINE OBSERVATION ROOMS AND THREE HOSPICE BEDS INTENDED TO EASE THE TRANSITION FOR PATIENTS BETWEEN THE INTENSIVE-CARE UNIT AND INTERMEDIATE CARE UNIT, NOW BOTH ON THE SAME FLOOR. NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER IN HUNTERSVILLE, NC ALSO ADDED 15 IN-PATIENT BEDS TO SUPPLEMENT GROWING NEEDS INCLUDING A NEW INTENSIVE CARE UNIT AND EXTRA ROOM FOR WOMEN'S SUPPORT SERVICES. IN ADDITION TO GROWTH INITIATIVES, NOVANT HEALTH HAS FOCUSED ON MAKING HEALTHCARE MORE CONVENIENT AND EASIER TO ACCESS. VIDEO VISITS ALLOW PATIENTS TO CONNECT WITH THEIR HEALTHCARE PROVIDERS FROM THE COMFORT OF THEIR HOMES OR OFFICES. USED FOR NON-EMERGENT HEALTH CONCERNS, VIDEO VISITS WORK BEST FOR PATIENTS NEEDING CHRONIC DISEASE MANAGEMENT OR FOLLOW-UP CARE WITHOUT A PHYSICAL EXAM. SIXTY-FOUR PROVIDERS AND 20 PRACTICES ARE ALREADY UTILIZING THIS TOOL, AND THOSE NUMBERS WILL CONTINUE TO GROW IN 2014. TELEMEDICINE ENABLES US TO DELIVER HIGH-LEVEL CLINICAL CARE ANYWHERE BY CONNECTING SMALLER HOSPITALS WITH SPECIALISTS AT OUR MAJOR MEDICAL CENTERS. THROUGH THE ELECTRONIC HEALTH RECORD, NOVANT HEALTH MEDICAL GROUP PHYSICIANS ALSO OFFERS A SECURE PATIENT PORTAL (MYCHART) THAT GIVES PATIENTS DIRECT ACCESS TO THEIR MEDICAL RECORDS ONLINE AND THROUGH OUR MOBILE APP. WITH MORE THAN 275,000 USERS, MYCHART HAS TRANSFORMED THE WAY PATIENTS MANAGE THEIR HEALTHCARE, INTERACT WITH THEIR CARE TEAM, SCHEDULE APPOINTMENTS AND REQUEST PRESCRIPTION REFILLS. OTHER NOVANT HEALTH MOBILE APPLICATIONS MAKING HEALTHCARE SIMPLER FOR PATIENTS INCLUDE MOBILERX, WHICH ALLOWS PATIENTS TO PLACE AND REFILL PRESCRIPTIONS ON THEIR PHONE, AND ER WAIT TIMES, WHICH ALERTS PATIENTS TO THE WAIT TIMES AT NOVANT HEALTH EMERGENCY ROOMS. INNOVATIVE PROGRAMS HAVE BEEN IMPLEMENTED TO SAVE OUR PATIENTS TIME AND ENERGY. HOLD MY PLACE WAS DEVELOPED TO MAKE EMERGENCY ROOM AND URGENT CARE VISITS EASIER AND MORE CONVENIENT. PATIENTS CAN RESERVE AN APPOINTMENT TIME ONLINE BEFORE THEY LEAVE THE HOUSE, WHICH HAS HELPED CUT DOWN ON WAIT TIMES. NOVANT HEALTH PHARMACIES HAVE ADDED MAIL ORDER HOME DELIVERY AS AN ADDITIONAL CONVENIENCE FOR PATIENTS. IN ADDITION TO OUR QUALITY AND COMPREHENSIVE CATEGORIES OF SERVICES, WE'RE VERY PROUD OF OUR PATIENT FINANCIAL ASSISTANCE PROGRAM. WE WORK WITH CUSTOMERS TO HELP QUALIFY THEM FOR PUBLIC ASSISTANCE, ESTABLISH A REASONABLE PAYMENT PLAN, DISCOUNT THEIR BILL OR PROVIDE THEM WITH FREE CHARITY CARE. WE ASSIST OUR COMMUNITIES IN OTHER WAYS AS WELL; FOLLOWING ARE JUST A FEW EXAMPLES: NOVANT HEALTH SPONSORED A FREE HEALTH FAIR OPEN TO THE PUBLIC TO PROVIDE A VARIETY OF HEALTH SCREENINGS AND WELLNESS ACTIVITIES. NOVANT HEALTH SPORTS MEDICINE SCREENED OVER 600 HIGH SCHOOL STUDENTS IN UNION COUNTY, NC AND LAKE NORMAN, NC TO CLEAR THEM FOR PLAY IN EXTRA-CURRICULAR SPORTS. NOVANT HEALTH PRINCE WILLIAM MEDICAL CENTER IN MANASSAS, VA PROVIDED FREE EDUCATIONAL PHYSICIAN SEMINARS THROUGHOUT NORTHERN VIRGINIA TO TALK ABOUT THE MANY HEALTH RELATED SERVICES THEY PROVIDE. STAFF AT NOVANT HEALTH THOMASVILLE MEDICAL CENTER IN THOMASVILLE, NC DISTRIBUTED COLORING BOOKS TO AREA SCHOOL CHILDREN THROUGHOUT THE COUNTY AND PROVIDED EDUCATIONAL MATERIALS TO THE COMMUNITY TO ASSIST EFFORTS TO RAISE AWARENESS OF THE IMPORTANCE OF HAND WASHING, RECEIVING A FLU VACCINATION AND OTHER FLU PRECAUTION STEPS. IN SUMMARY, NOVANT HEALTH IS A LEADING HEALTHCARE ORGANIZATION, DEDICATED TO DELIVERING REMARKABLE HEALTHCARE AND IMPROVING ACCESS AND CONVENIENCE ACROSS FOUR STATES. HOSPITALS RANGE FROM METROPOLITAN TERTIARY MEDICAL CENTERS TO SMALL, COMMUNITY HOSPITALS IN RURAL AREAS. OTHER NOVANT HEALTH FACILITIES AND PROGRAMS INCLUDE PHYSICIAN PRACTICES, OUTPATIENT SURGERY CENTERS, IMAGING CENTERS, MEDICAL PLAZAS AND REHABILITATION PROGRAMS.
FORM 990, PART I, LINE 1 COMMUNITY BENEFIT REPORT: HTTP://WWW.NOVANTHEALTH.ORG/HOME/ABOUT-US/COMPANY-INFORMATION/FINANCIAL -PROFILE/COMMUNITY-BENEFIT-REPORT.ASPX THE COMMUNITY BENEFIT REPORT PREPARED BY NOVANT HEALTH IS A SYSTEM-WIDE REPORT THAT INCLUDES QUALITATIVE AND QUANTITATIVE INFORMATION. IN THIS REPORT, THE NOVANT HEALTH SYSTEM'S COMMUNITY BENEFIT WAS APPROXIMATELY $566,000,000, INCLUDING $129,000,000 IN CHARITY CARE, IN 2013. PLEASE NOTE THAT THE NUMERIC DATA IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H CRITERIA, BUT RATHER IT HAS BEEN PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION REPORTING GUIDELINES. IT SHOULD NOT BE RELIED UPON AS THE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT REPORT.
FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: NOVANT HEALTH, INC. IS THE PARENT ORGANIZATION OF A NOT-FOR-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICES (COLLECTIVELY KNOWN AS "NOVANT HEALTH"). NOVANT HEALTH EXISTS OT SUPPORT THE OVERALL SYSTEM AND DOES SO BY PROVIDING OVERALL STRATEGIC PLANNING, CENTRALIZED ADMINISTRATIVE SUPPORT, AND THE COORDINATION OF SYSTEM-WIDE ACTIVITIES.
FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND/OR BUSINESS RELATIONSHIPS BUSINESS RELATIONSHIP CARL ARMATO ARTHUR PATEFIELD BUSINESS RELATIONSHIP CARL ARMATO LARRY MCGEE FRED HARGETT JOHN WOODLIEF WAYNE MORGAN BUSINESS RELATIONSHIP CARL ARMATO LARRY MCGEE FRED HARGETT STEPHEN WALLENHAUPT BUSINESS RELATIONSHIP CARL ARMATO LARRY MCGEE FRED HARGETT
FORM 990, PART VI, SECTION B, LINE 11 FORM 990, PART VI, SECTION B, LINE 11: ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE AUDIT AND COMPLIANCE COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES ("THE COMMITTEE") HAS RESPONSIBILITY FOR OVERSEEING THE ORGANIZATION'S TAX MATTERS. THE BOARD OF TRUSTEES HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE. THE COMMITTEE IS THE REVIEW BODY FOR ALL OF THE FORM 990S FILED FOR ORGANIZATIONS WITHIN THE NOVANT HEALTH SYSTEM. THE AUDIT AND COMPLIANCE COMMITTEE MEETS BEFORE THE FORM 990S ARE FILED WITH THE IRS AND AFTER ALL BOARD MEMBERS HAVE RECEIVED A COPY OF THE FORM 990 AND A SUMMARY OF ITS CONTENTS. THE SENIOR DIRECTOR OF TAX AND LEGAL COUNSEL ATTEND THE MEETING TO ANSWER ANY QUESTIONS AND ADDRESS ANY SIGNIFICANT DISCLOSURES WITHIN THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, SECTION B, LINE 12C: MONITORING AND ENFORCEMENT OF COI THE ORGANIZATION'S TRUSTEE CONFLICT OF INTEREST POLICY APPLIES TO ALL TRUSTEES, PRINCIPAL OFFICERS OR MEMBERS OF A COMMITTEE WITH BOARD DELEGATED POWERS INCLUDING ANY APPLICABLE DISREGARDED ENTITIES. ALL TRUSTEES ARE SENT AN ANNUAL DISCLOSURE FORM. ANY POSITIVE ANSWERS ON THE TRUSTEE ANNUAL DISCLOSURE FORM ARE REVIEWED BY THE GENERAL COUNSEL. IF THE RELATIONSHIP DISCLOSED IS DETERMINED NOT TO POSE A POTENTIAL CONFLICT OF INTEREST GENERALLY, THEN NO ACTION IS TAKEN. WITH RESPECT TO PARTICULAR TRANSACTIONS THAT COME BEFORE THE BOARD, THE POTENTIAL CONFLICT OF INTEREST IS DISCLOSED BY THE BOARD MEMBER, GENERALLY IN ADVANCE OF THE MEETING AT WHICH A VOTE IS TO TAKE PLACE, AND LEGAL COUNSEL DISCUSSES THE POTENTIAL CONFLICT OF INTEREST WITH THE BOARD MEMBER. THE BOARD MEMBER IS INSTRUCTED IN ACCORDANCE WITH THE TRUSTEE CONFLICT OF INTEREST POLICY. IF A CONFLICT OF INTEREST IS FOUND TO EXIST, THEN THE BOARD MEMBER WITH THE CONFLICT REFRAINS FROM PARTICIPATION IN THE BOARD'S DELIBERATIONS AND VOTE ON THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINE 15A: COMPENSATION PROCESS FOR TOP OFFICIAL INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS OF COMPENSATION AND BENEFITS FOR NOVANT HEALTH'S CEO AND FOR CERTAIN LEADERS AND EXECUTIVES ("EXECUTIVES") SERVING NOVANT HEALTH AND ITS RELATED OR DISREGARDED ENTITIES. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT, USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND MAKES SURE THAT TOTAL COMPENSATION AND BENEFITS FOR EACH EXECUTIVE IS REASONABLE FOR THAT EXECUTIVE'S POSITION. THE COMMITTEE REVIEWS AND APPROVES EXECUTIVE COMPENSATION AND BENEFITS ANNUALLY, CONSISTENT WITH THE WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY OF NOVANT HEALTH, AND IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THEREBY ASSURING THAT TOTAL COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE IS REASONABLE. FORM 990, PART VI, SECTION B, LINE 15B: COMPENSATION PROCESS FOR OFFICERS INDEPENDENT AND DISINTERESTED MEMBERS OF THE NOVANT HEALTH BOARD OF TRUSTEES (WHO COMPRISE THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE BOARD) REVIEW, APPROVE, AND OVERSEE ALL ASPECTS OF COMPENSATION AND BENEFITS FOR CERTAIN LEADERS AND EXECUTIVES ("EXECUTIVES") SERVING NOVANT HEALTH AND ITS RELATED OR DISREGARDED ENTITIES. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT, USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, AND MAKES SURE THAT TOTAL COMPENSATION AND BENEFITS FOR EACH EXECUTIVE IS REASONABLE FOR THAT EXECUTIVE'S POSITION. THE COMMITTEE REVIEWS AND APPROVES EXECUTIVE COMPENSATION AND BENEFITS ANNUALLY, CONSISTENT WITH THE WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY OF NOVANT HEALTH, AND IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS, THEREBY ASSURING THAT TOTAL COMPENSATION AND BENEFITS PROVIDED TO EACH EXECUTIVE IS REASONABLE.
FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS DISCLOSURE THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS CONTAINING ALL ORGANIZATIONS IN THE NOVANT HEALTH SYSTEM ARE POSTED TO THE NOVANT HEALTH WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, SECTION A, COLUMN B: RELATED ORGANIZATIONS THE ORGANIZATION EMPLOYS CERTAIN EXECUTIVES WHOSE ROLES ARE SUCH THAT THEY PROVIDE SERVICES TO NOT ONLY THE ORGANIZATION, BUT ALSO TO SOME OR ALL OF THE OTHER TAX-EXEMPT ORGANIZATIONS WITHIN THE NOVANT HEALTH HEALTHCARE SYSTEM. FOR EXAMPLE, MANY OF THESE EXECUTIVES' ROLES FOCUS ON PARTICULAR SERVICE LINES WHICH CROSS THE VARIOUS GEOGRAPHIC MARKETS OUR ORGANIZATIONS SERVE, THUS THE SERVICES PROVIDED BY THESE EXECUTIVES MAY BENEFIT AND BE RECEIVED BY MULTIPLE ORGANIZATIONS WITHIN THE SYSTEM. THE EXECUTIVES DO NOT ALLOCATE THEIR HOURS BETWEEN THE VARIOUS ORGANIZATIONS, BUT RATHER THEIR TIME SPENT ON SERVICES TO THE ORGANIZATION IS INCLUSIVE OF SERVICES TO ALL OF THE ORGANIZATIONS THEY SERVE WITHIN THE SYSTEM.
FORM 990, PART IX, LINE 11G PURCHASED SERVICES : PROGRAM SERVICE EXPENSES 20,768,664. MANAGEMENT AND GENERAL EXPENSES 4,764,485. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,533,149. CONSULTING FEES : PROGRAM SERVICE EXPENSES 23,072,490. MANAGEMENT AND GENERAL EXPENSES 5,293,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,365,490. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 6,790,657. MANAGEMENT AND GENERAL EXPENSES 1,557,827. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,348,484. RECRUITMENT: PROGRAM SERVICE EXPENSES 708,188. MANAGEMENT AND GENERAL EXPENSES 162,464. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 870,652.
FORM 990, PART XI, LINE 9: MOB DEFERRED GAIN 3,856,806. PARTNERSHIPS 8,224,094. PROGRAM INVESTMENT ADJUSTMENT -4,719,506. FASB/ACCOUNTING CHANGES 42,309,139. INTERCOMPANY ALLOCATION -9,424,528. SUBPART F -1,556,424. MALPRACTICE INSURANCE -737,388. DERIVATIVES/SWAP 25,260,878. SERP RETIREMENT 28,394,397. CORPORATE OVERHEAD ADJUSTMENT 113,199. ROUNDING -18,179.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
NOVANT HEALTH INC
 
Employer identification number

56-1376950
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) ASHEVILLE OPEN MRI LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2001227 		HEALTHCARE NC 4,745,654 2,307,793 FOUNDATION HEALTH SYSTEMS
 
(2) CABARRUS DIAGNOSTIC IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
62-1715203 		HEALTHCARE NC 1,340,227 306,905 FOUNDATION HEALTH SYSTEMS
 
(3) CAPE FEAR DIAGNOSTIC IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
62-1833647 		HEALTHCARE NC -151,757 -12,918 FOUNDATION HEALTH SYSTEMS
 
(4) CAROLINA IMAGING LLC OF FAYETTEVILLE
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-1876345 		HEALTHCARE NC 12,478,965 3,176,076 FOUNDATION HEALTH SYSTEMS
 
(5) CHAPEL HILL DIAGNOSTIC IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2049126 		HEALTHCARE NC 1,313,100 1,214,907 FOUNDATION HEALTH SYSTEMS
 
(6) FOUNDATION HEALTH MOBILE IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
33-1039097 		HEALTHCARE NC 1,377,719 10,721,964 FOUNDATION HEALTH SYSTEMS
 
(7) DURHAM DIAGNOSTIC IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2272517 		HEALTHCARE NC 12,464,114 5,228,293 FOUNDATION HEALTH SYSTEMS
 
(8) JACKSONVILLE DIAGNOSTIC IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
94-3419385 		HEALTHCARE NC 3,885,070 2,414,281 FOUNDATION HEALTH SYSTEMS
 
(9) MECKLENBURG DIAGNOSTIC IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2016235 		HEALTHCARE NC 6,170,748 1,193,816 FOUNDATION HEALTH SYSTEMS
 
(10) PIEDMONT IMAGING LLC (FORSYTH)
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-1876341 		HEALTHCARE NC 10,427,143 3,009,507 FOUNDATION HEALTH SYSTEMS
 
(11) TRIAD IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2001223 		HEALTHCARE NC 4,504,440 2,659,121 FOUNDATION HEALTH SYSTEMS
 
(12) CAPE FEAR MOBILE IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
20-0599346 		INACTIVE NC 0 0 FOUNDATION HEALTH SYSTEMS
 
(13) NORTH STATE SURGERY CENTER HOLDINGS LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 FOUNDATION HEALTH SYSTEMS
 
(14) CABARRUS ORTHOPAEDIC SURGERY CENTER HOLDINGS LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 FOUNDATION HEALTH SYSTEMS
 
(15) OASC LLC (DBA OCEAN AMBULATORY SURGERY CENTER)
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2170937 		INACTIVE NC 0 0 FOUNDATION HEALTH SYSTEMS
 
(16) EXCEL IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
20-4253946 		INACTIVE NC 0 0 FORSYTH MEMORIAL HOSPITAL
 
(17) SALEM MRI LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 FORSYTH MEMORIAL HOSPITAL
 
(18) THE BREAST CLINIC MRI LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 FORSYTH MEMORIAL HOSPITAL
 
(19) NOVANT ASSET MANAGEMENT LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
26-0705491 		ASSET MGMT NC 1,320,115 169,966 NOVANT HEALTH
 
(20) BRUNSWICK COMMUNITY HOSPITAL LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
20-4278130 		HEALTHCARE NC 76,624,861 119,771,495 NOVANT HEALTH TRIAD REGION
 
(21) PRESBYTERIAN BREAST CENTER LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
26-0069792 		HEALTHCARE NC 3,517,116 1,689,490 PRESBYTERIAN AMBULATORY HOLDINGS
 
(22) PRESBYTERIAN IMAGING CENTERS LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
72-1568954 		HEALTHCARE NC 5,337,633 2,676,492 PRESBYTERIAN AMBULATORY HOLDINGS
 
(23) PRESBYTERIAN ORTHOPAEDIC HOSPITAL LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2090263 		HEALTHCARE NC 117,904,614 77,996,455 NOVANT HEALTH
 
(24) PRESBYTERIAN SDS AT MONROE LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
20-3135267 		HEALTHCARE NC 157,388 251,562 PRESBYTERIAN AMBULATORY HOLDINGS
 
(25) PRESBYTERIAN SDS CENTER AT BALLANTYNE LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
20-3135052 		HEALTHCARE NC 3,689,171 1,538,945 PRESBYTERIAN AMBULATORY HOLDINGS
 
(26) PRESBYTERIAN SDS AT HUNTERSVILLE LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
26-2422926 		HEALTHCARE NC 8,442,385 3,851,537 PRESBYTERIAN AMBULATORY HOLDINGS
 
(27) NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2120972 		HOLDING COMPANY NC 0 0 NOVANT HEALTH
 
(28) NOVANT HEALTH TRIAD REGION LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2120973 		HOLDING COMPANY NC 0 0 NOVANT HEALTH
 
(29) PRESBYTERIAN AMBULATORY HOLDINGS LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
26-1705594 		HOLDING COMPANY NC 0 0 NOVANT HEALTH SOUTHERN PIEDMONT REGION
 
(30) PRESBYTERIAN DIAG CTR AT CABARRUS LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
27-0295685 		INACTIVE NC 0 0 PRESBYTERIAN AMBULATORY HOLDINGS
 
(31) PRESBYTERIAN DIAG CTR AT LINCOLN LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 PRESBYTERIAN AMBULATORY HOLDINGS
 
(32) PRESBYTERIAN HOSPITAL HUNTERSVILLE LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
20-1102735 		INACTIVE NC 0 0 NOVANT HEALTH SOUTHERN PIEDMONT REGION
 
(33) PRESBYTERIAN HOSPITAL MINT HILL LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
26-0599536 		INACTIVE NC 0 0 NOVANT HEALTH SOUTHERN PIEDMONT REGION
 
(34) PRESBYTERIAN HOSPITAL YORK LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 NOVANT HEALTH SOUTHERN PIEDMONT REGION
 
(35) PRESBYTERIAN MOBILE IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
20-2935595 		INACTIVE NC 0 0 PRESBYTERIAN IMAGING CENTERS LLC
 
(36) SAME DAY SURGERY NEW HANOVER LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
26-2422923 		INACTIVE NC 0 0 NOVANT HEALTH TRIAD REGION
 
(37) NORTHSTATE IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
27-2873846 		INACTIVE NC 0 0 NOVANT HEALTH TRIAD REGION
 
(38) MOUNTAINVIEW IMAGING LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 NOVANT HEALTH TRIAD REGION
 
(39) HOLLY SPRINGS SURGERY CENTER LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 NOVANT HEALTH
 
(40) SAME DAY SURGERY CENTER FRANKLIN LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 NOVANT HEALTH
 
(41) SAMEDAY SURGERY CENTER AT PRESBYTERIAN LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
68-0561430 		INACTIVE NC 0 0 PRESBYTERIAN AMBULATORY HOLDINGS
 
(42) HOLLY SPRINGS HOSPITAL II LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 NOVANT HEALTH
 
(43) NOVANT PROPERTIES LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
26-3378448 		REAL ESTATE NC 0 0 NOVANT HEALTH
 
(44) QUEEN CITY CONDOMINIUM LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-0821961 		RENTAL REAL ESTATE NC 0 0 NOVANT HEALTH
 
(45) FORSYTH MEDICAL GROUP LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
31-1725913 		HEALTHCARE NC 35,212,378 22,899,297 NOVANT MEDICAL GROUP
 
(46) PRESBYTERIAN REGIONAL HEALTH CARE CORP LAB SVCS LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2193249 		INACTIVE NC 0 0 NOVANT MEDICAL GROUP
 
(47) PRINCE WILLIAM HEALTH PHYSICIAN SERVICES LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
20-3199722 		HEALTHCARE VA 2,176,250 405,513 PRINCE WILLIAM HEALTH SYSTEM
 
(48) PRINCE WILLIAM HEALTH SYSTEM ASCMOB LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
20-3195704 		HEALTHCARE VA 506,453 10,461,441 PRINCE WILLIAM HEALTH SYSTEM
 
(49) PRINCE WILLIAM CARE SOLUTIONS LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
34-1685601 		INACTIVE VA 0 0 PRINCE WILLIAM HEALTH SYSTEM
 
(50) ROWAN COMMUNITY SERVICES LLC (DBA ROWAN ENDOSCOPY CENTER)
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
27-2991035 		HEALTHCARE NC 0 3,439 ROWAN REGIONAL MEDICAL CENTER
 
(51) ROWAN MEDICAL SERVICES LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 ROWAN REGIONAL MEDICAL CENTER
 
(52) ROWAN REGIONAL MEDICAL CENTER SOUTH LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 ROWAN REGIONAL MEDICAL CENTER
 
(53) ROWAN MRI LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
 INACTIVE NC 0 0 ROWAN REGIONAL MEDICAL CENTER
 
(54) NMG AFFILIATE PRACTICE I LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2084786 		HEALTHCARE NC 18,009,360 3,493,807 NMG SERVICES
 
(55) NMG SOUTHPARK SERVICES LLC
2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
45-0600400 		HEALTHCARE NC 1,870,659 147,679 NMG SERVICES
 
Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) AUXILIARY OF FORSYTH MEMORIAL HOSPITAL

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-0862112 		HEALTHCARE NC 501(C)(3) LINE 9 FORSYTH MEMORIAL HOSPITAL INC
 
Yes
 
(2) BRUNSWICK NOVANT MEDICAL CENTER FOUNDATION

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
27-4616751 		HEALTHCARE NC 501(C)(3) LINE 7 BRUNSWICK COMMUNITY HOSPITAL LLC
 
Yes
 
(3) CAROLINA MEDICORP ENTERPRISES INC

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
58-1466368 		HEALTHCARE NC 501(C)(3) LINE 11B, II NOVANT MEDICAL GROUP INC
 
Yes
 
(4) COMMUNITY GENERAL HEALTH PARTNERS INC

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-0636250 		HEALTHCARE NC 501(C)(3) LINE 3 NOVANT HEALTH TRIAD REGION LLC
 
Yes
 
(5) COMMUNITY GENERAL HOSPITAL FOUNDATION INC

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-1828629 		HEALTHCARE NC 501(C)(3) LINE 7 COMMUNITY GENERAL HEALTH PARTNERS INC
 
Yes
 
(6) FORSYTH MEDICAL CENTER FOUNDATION

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-2120959 		HEALTHCARE NC 501(C)(3) LINE 7 FORSYTH MEMORIAL HOSPITAL INC
 
Yes
 
(7) FORSYTH MEMORIAL HOSPITAL INC

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-0928089 		HEALTHCARE NC 501(C)(3) LINE 3 NOVANT HEALTH TRIAD REGION LLC
 
Yes
 
(8) FOUNDATION HEALTH SYSTEMS CORP

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-1373175 		HEALTHCARE NC 501(C)(3) LINE 9 NOVANT HEALTH INC
 
Yes
 
(9) MEDICAL PARK HOSPITAL INC

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-1340424 		HEALTHCARE NC 501(C)(3) LINE 3 NOVANT HEALTH TRIAD REGION LLC
 
Yes
 
(10) NOVANT MEDICAL GROUP INC

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
58-1728803 		HEALTHCARE NC 501(C)(3) LINE 3 NMG SERVICES INC
 
Yes
 
(11) PERSONAL CARE SERVICES

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
54-1291284 		HEALTHCARE VA 501(C)(3) LINE 9 PRINCE WILLIAM HEALTH SYSTEM
 
Yes
 
(12) THE PRESBYTERIAN HOSPITAL

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-0554230 		HEALTHCARE NC 501(C)(3) LINE 3 NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC
 
Yes
 
(13) PRESBYTERIAN HOSPITAL FOUNDATION

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
58-1413074 		HEALTHCARE NC 501(C)(3) LINE 7 NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC
 
Yes
 
(14) PRESBYTERIAN MEDICAL CARE CORPORATION

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-1376368 		HEALTHCARE NC 501(C)(3) LINE 3 NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC
 
Yes
 
(15) PRINCE WILLIAM HEALTH SYSTEM

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
54-1278944 		HEALTHCARE VA 501(C)(3) LINE 11C, III-FI NOVANT HEALTH INC
 
Yes
 
(16) PWHS FOUNDATION

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
54-1307595 		HEALTHCARE VA 501(C)(3) LINE 7 PRINCE WILLIAM HEALTH SYSTEM
 
Yes
 
(17) PRINCE WILLIAM HOSPITAL

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
54-0696355 		HEALTHCARE VA 501(C)(3) LINE 3 PRINCE WILLIAM HEALTH SYSTEM
 
Yes
 
(18) ROWAN HEALTH SERVICES CORP

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-1424814 		HEALTHCARE NC 501(C)(3) LINE 11C, III-FI NOVANT HEALTH INC
 
Yes
 
(19) NMG SERVICES INC

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-2098809 		HEALTHCARE NC 501(C)(3) LINE 9 NOVANT HEALTH INC
 
Yes
 
(20) ROWAN REGIONAL MEDICAL CENTER AUXILIARY

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
23-7022472 		HEALTHCARE NC 501(C)(3) LINE 9 ROWAN REGIONAL MEDICAL CENTER INC
 
Yes
 
(21) ROWAN REGIONAL MEDICAL CENTER FOUNDATION INC

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-1424818 		HEALTHCARE NC 501(C)(3) LINE 7 ROWAN REGIONAL MEDICAL CENTER INC
 
Yes
 
(22) ROWAN REGIONAL MEDICAL CENTER INC

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
56-0547479 		HEALTHCARE NC 501(C)(3) LINE 3 ROWAN HEALTH SERVICES CORP
 
Yes
 
(23) SELF INSURANCE FUND - NOVANT HEALTH INC

2085 FRONTIS PLAZA BLVD

WINSTON SALEM,NC27103
58-1867242 		HEALTHCARE NC 501(C)(3) LINE 11C, III-FI NOVANT HEALTH INC
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) PROVIDENCE ROAD LAND PARTNERS LLC

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2264109 		RENTAL REAL ESTATE NC NOVANT HEALTH
  		INVESTMENT -15,362 33,586,060   No -6,212   No 88.570 %
(2) SOUTHPARK SURGERY CENTER LLC

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
87-0714098 		HEALTHCARE NC THE PRESBYTERIAN HOSPITAL
  		RELATED 1,498,445 4,438,829   No     No 60.000 %
(3) PRINCE WILLIAM AMBULATORY SURGERY CENTER LLC

8650 SUDLEY ROAD STE 411
MANASSAS,VA20110
77-0594498 		HEALTHCARE VA PRINCE WILLIAM HOSPITAL
  		RELATED 1,686,734 1,209,900   No   Yes   51.000 %
(4) ENDOSCOPY CENTER OF LAKE NORMAN LLC

13808 PROFESSIONAL CENTER DRIVE
HUNTERSVILLE,NC28078
20-5112015 		HEALTHCARE NC PRESBYTERIAN AMBULATORY HOLDINGS LLC
  		RELATED 17,198 312,039   No   Yes   51.000 %






Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) COMMUNICARE INC

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-1952950 		RENTAL REAL ESTATE NC COMMUNITY GENERAL HEALTH PARTNERS
  		C   981,752 100.000 % Yes  
(2) CHOICEHEALTH INC

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-1896065 		MANAGED CARE NC NOVANT HEALTH
  		C 386,609 129,092 100.000 % Yes  
(3) NOVANT HEALTH SHARED SERVICES INC (FKA ADEPT HEALTH INC)

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2226937 		ADMIN SVCS NC NOVANT HEALTH
  		C     100.000 % Yes  
(4) SALEM HEALTH SERVICES INC

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-1342654 		HEALTH RELATED NC NOVANT HEALTH TRIAD REGION
  		C 160,000 8,436,582 100.000 % Yes  
(5) SALEM DIAGNOSTICS INC

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-1513621 		HEALTH RELATED NC SALEM HEALTH SERVICES
  		C     100.000 % Yes  
(6) MEDQUEST ASSOCIATES INC

3480 PRESTON RIDGE RD STE 600
ALPHARETTA,GA30005
22-3860764 		DIAGNOSTIC IMAGING DE NOVANT HEALTH
  		C 138,085,298 146,884,563 100.000 % Yes  
(7) TRINOVA INSURANCE LTD

58 PAR LA VILLE ROAD PO BOX 1995
HAMILTON,BERMUDA HMHX  
BD
98-0615601 		INSURANCE BD NOVANT HEALTH
  		C 1,237,714 12,476,837 100.000 % Yes  
(8) PRESBYTERIAN WOMEN'S CARE CORP

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-2217545 		HEALTHCARE NC NOVANT MEDICAL GROUP
  		C 7,855,982   100.000 % Yes  
(9) NOVANT HEALTH RISK RETENTION GROUP INC

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
20-3382230 		INSURANCE SC NOVANT MEDICAL GROUP
  		C 1,658,923 7,815,875 100.000 % Yes  
(10) ROWAN MEDICAL FACILITIES INC

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-1424672 		MEDICAL SUPPLIES NC ROWAN HEALTH SERVICES CORP
  		C 649,383 618,950 100.000 % Yes  
(11) ROWAN MEDICAL ALLIANCE INC

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
56-1992669 		INSURANCE NC ROWAN REGIONAL MEDICAL CENTER
  		C   69,707 100.000 % Yes  
(12) FISCAL CORP LTD

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
54-1282069 		HEALTH RELATED VA PRINCE WILLIAM HEALTH SYSTEM
  		C 12 921,100 100.000 % Yes  
(13) PRINCE WILLIAM FAMILY HEALTHCARE

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
54-1748199 		HEALTH RELATED VA FISCAL CORP LTD
  		C     100.000 % Yes  
(14) PRINCE WILLIAM MEDICAL SUPPLY

2085 FRONTIS PLAZA BLVD
WINSTON SALEM,NC27103
54-1307554 		HEALTH RELATED VA FISCAL CORP LTD
  		C     100.000 % Yes  
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) MEDQUEST

 A 12,709,291 COST
(2) NOVANT HEALTH RISK RETENTION GROUP INC

 A 211,350 COST
(3) FOUNDATION HEALTH SYSTEMS

 A 27,549 COST
(4) FORSYTH MEMORIAL HOSPITAL

 A 10,614,094 COST
(5) NOVANT MEDICAL GROUP

 A 5,051,044 COST
(6) THE PRESBYTERIAN HOSPITAL

 A 919,277 COST
(7) PRESBYTERIAN MEDICAL CARE CORP

 A 72,219 COST
(8) ROWAN REGIONAL MEDICAL CENTER FOUNDATION

 B 105,000 COST
(9) SELF-INSURANCE FUND - NOVANT HEALTH

 B 6,784,506 COST
(10) COMMUNITY GENERAL HEALTH PARTNERS

 P 18,032,194 COST
(11) COMMUNITY GENERAL HEALTH FOUNDATION

 P 98,870 COST
(12) NOVANT HEALTH SHARED SERVICES (FKA ADEPT HEALTH)

 P 268,488 COST
(13) CAROLINA MEDICORP ENTERPRISES

 P 3,667,674 COST
(14) FOUNDATION HEALTH SYSTEMS

 P 20,315,782 COST
(15) AUXILIARY OF FORSYTH MEDICAL CENTER

 P 1,014,402 COST
(16) FORSYTH MEDICAL CENTER FOUNDATION

 P 1,198,754 COST
(17) FORSYTH MEMORIAL HOSPITAL

 P 301,871,760 COST
(18) MEDICAL PARK HOSPITAL

 P 19,107,834 COST
(19) NOVANT MEDICAL GROUP

 P 107,991,161 COST
(20) PERSONAL CARE SERVICES

 P 1,396,129 COST
(21) THE PRESBYTERIAN HOSPITAL

 P 281,450,127 COST
(22) PRESBYTERIAN HOSPITAL FOUNDATION

 P 2,439,041 COST
(23) PRESBYTERIAN MEDICAL CARE CORP

 P 49,369,404 COST
(24) PROVIDENCE ROAD LAND PARTNERS

 P 1,489,460 COST
(25) PRINCE WILLIAM AMBULATORY SURGERY CENTER

 P 7,245,370 COST
(26) PRESBYTERIAN WOMENS CARE CORP

 P 1,787,212 COST
(27) PRINCE WILLIAM HOSPITAL

 P 130,832,232 COST
(28) PRINCE WILLIAM HEALTH SYSTEM

 P 6,916,513 COST
(29) PRINCE WILLIAM HEALTH SYSTEM FOUNDATION

 P 242,336 COST
(30) ROWAN HEALTH SERVICES

 P 459,021 COST
(31) ROWAN MEDICAL FACILITIES

 P 2,357,180 COST
(32) ROWAN REGIONAL MEDICAL CENTER

 P 61,821,546 COST
(33) ROWAN REGIONAL MEDICAL CENTER FOUNDATION

 P 473,732 COST
(34) NMG SERVICES

 P 15,132,523 COST
(35) SOUTH PARK SURGERY CENTER

 P 5,422,100 COST
(36) MEDQUEST

 D 227,618,727 COST
(37) FOUNDATION HEALTH SYSTEMS

 D 184,700,000 COST
(38) FOUNDATION HEALTH SYSTEMS

 A 10,210,527 COST
(39) CAROLINA MEDICORP ENTERPRISES

 A 293,752 COST
(40) COMMUNITY GENERAL HEALTH PARTNERS

 A 12,796 COST
(41) NOVANT HEALTH RISK RETENTION GROUP INC

 D 2,514,920 COST
(42) PRESBYTERIAN WOMENS CARE CORP

 R 5,206,268 COST
(43) HAYMARKET SURGERY CENTER LLC

 P 1,141,191 COST
(44) FOUNDATION HEALTH SYSTEMS

 R 373,826 COST
(45) FORSYTH MEDICAL CENTER FOUNDATION

 C 64,573 CASH
(46) PRESBYTERIAN HOSPITAL FOUNDATION

 C 145,000 CASH
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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