TY 2023 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) DANIEL COTTINGHAM...................................................................... TRUSTEE (TO 12/31/23)	0.20 ................. 0.20	X		0	0	0
(2) DAVID VOELLINGER MD...................................................................... TRUSTEE (TO 4/30/23)	0.20 ................. 45.00	X		0	733,923	62,540
(3) JAMES JOHNSON MD...................................................................... TRUSTEE	0.20 ................. 0.20	X		0	0	0
(4) JAMES TAYLOR...................................................................... CHAIR	0.20 ................. 0.20	X	X	0	0	0
(5) JANELLE LYONS...................................................................... TRUSTEE	0.20 ................. 0.20	X		0	0	0
(6) JOHN LEWIS...................................................................... TRUSTEE	0.20 ................. 0.20	X		0	0	0
(7) JONI DAVIS...................................................................... TRUSTEE (TO 12/31/23)	0.20 ................. 0.20	X		0	0	0
(8) KATE HATCHER MD...................................................................... TRUSTEE (TO 12/31/23)	0.20 ................. 0.20	X		0	0	0
(9) KANDI DEITEMEYER EDD...................................................................... VICE CHAIR	0.20 ................. 0.20	X	X	0	0	0
(10) KIMBERLY CASE MD...................................................................... TRUSTEE	0.20 ................. 45.00	X		0	334,673	29,427
(11) LINDA FARTHING...................................................................... SECR (TO 12/31/23)	0.20 ................. 0.20	X	X	0	0	0
(12) LUIS LOBO...................................................................... TRUSTEE	0.20 ................. 0.20	X		0	0	0
(13) MICHELLE LEE...................................................................... TREAS	0.20 ................. 0.20	X	X	0	0	0
(14) PATRICK WILSON MD...................................................................... TRUSTEE (FR 5/1/23)	0.20 ................. 0.00	X		0	0	0
(15) SAAD EHTISHAM...................................................................... TRUSTEE, SVP, PRES NHPMC/GCM	50.20 ................. 0.20	X	X	1,260,230	0	172,687
(16) TALIA GOLDMAN...................................................................... TRUSTEE	0.20 ................. 0.20	X		0	0	0
(17) THADDEUS JONES...................................................................... TRUSTEE	0.20 ................. 0.20	X		0	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) FRED HARGETT........................................................................ EVP/CFO (TO 9/6/23)	0.20 .......................50.00	X				0	2,400,670	50,705
(19) GEOFFREY GARDNER........................................................................ CFO (FR 9/6/23)	0.20 .......................50.00	X				0	909,106	128,749
(20) JAMIE FEINOUR........................................................................ COO PMC, PRES NHCOH	50.00 .......................0.00		X			736,760	0	65,255
(21) JANELLE FAUCI MD........................................................................ OBGYN GYN ONC	45.00 .......................0.00			X		959,647	0	44,902
(22) JOHN MCDONALD MD........................................................................ CLIN PHYS EXEC	45.00 .......................0.00			X		824,126	0	59,868
(23) KELLIE SCHNEIDER MD........................................................................ OBGYN GYN ONC	45.00 .......................0.00			X		929,204	0	44,847
(24) PETER TURK MD FACS........................................................................ GENERAL SURGEON	45.00 .......................0.00			X		1,039,680	0	46,301
(25) SIDNEY FLETCHER MD........................................................................ SVP, CH CLIN OFF	45.00 .......................0.20			X		1,091,207	0	158,633
(26) KATRINA KING........................................................................ FMR KE (12/31/21)	0.00 .......................50.00				X	0	424,611	39,024
(27) KELLI SADLER........................................................................ FMR KE (12/31/21)	50.00 .......................0.00				X	189,245	0	3,065
(28) LARRY WEEMS II MD........................................................................ FMR KE (12/31/21)	12.50 .......................37.50				X	0	499,566	14,104
(29) MICHAEL RILEY........................................................................ FMR KE (12/31/21)	50.00 .......................0.00				X	652,490	0	46,260

(A) Name and business address	(B) Description of services	(C) Compensation
AYA HEALTHCARE INC PO BOX 123519 DALLAS,TX75312	STAFFING SERVICES	63,372,169
MORRISON HEALTHCARE PO BOX 102289 ATLANTA,GA30368	FOOD MANAGEMENT SERVICES	15,052,895
LABORATORY CORPORATION OF AMERICA HOLDIN PO BOX 12140 BURLINGTON,NC27216	LAB SERVICES	14,884,191
RODGERS BUILDERS INC PO BOX 18446 CHARLOTTE,NC28218	CONSTRUCTION SERVICES	14,668,068
TRIMEDX INC PO BOX 636129 CINCINNATI,OH45263	CLINICAL ENGINEERING SERVICES	12,554,071
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 108

- TIN:

SCHEDULE A
(Form 990)

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.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

THE PRESBYTERIAN HOSPITAL

Employer identification number

56-0554230

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 on 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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

THE PRESBYTERIAN HOSPITAL

Employer identification number

56-0554230

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization THE PRESBYTERIAN HOSPITAL

Part I Contributors	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization THE PRESBYTERIAN HOSPITAL		Employer identification number 56-0554230

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) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization THE PRESBYTERIAN HOSPITAL			Employer identification number 56-0554230
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

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

right arrow

Complete if the organization is described below. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

THE PRESBYTERIAN HOSPITAL

Employer identification number

56-0554230

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2022

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 right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(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) 2022

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 on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

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:

Volunteers? ...........................................................................................................

Yes

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

1,790

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

81,593

Total. Add lines 1c through 1i ....................................................................................................

83,383

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

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, lines 1 and 2 (see instructions), 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 LIMITED ENGAGEMENT OF THE BOARD. LINE 1B THERE IS MINIMAL TIME OF SENIOR LEADERS. LINE 1G THERE IS LIMITED CONTACT MADE BY SENIOR LEADERS DURING LOBBYING ACTIVITIES. LINE 1I DUES PAID TO CERTAIN ORGANIZATIONS WHICH INCLUDE A PORTION RELATED TO LOBBYING ACTIVITIES.

Schedule C (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

THE PRESBYTERIAN HOSPITAL

Employer identification number

56-0554230

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	10,731	10,731
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	10,731
f	Administrative expenses ....
g	End of year balance ......		10,731

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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" on 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 .....	13,212,215		13,212,215
b	Buildings ....	717,668,670	439,338,060	278,330,610
c	Leasehold improvements	69,101,324	25,391,066	43,710,258
d	Equipment ....	493,316,360	373,567,478	119,748,882
e	Other .....	42,273,561	19,158,134	23,115,427
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				478,117,392

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)DUE FROM AFFILIATES				2,118,884,579
(2)OTHER ASSETS				225,315
(3)RIGHT OF USE ASSETS				74,687,219
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				2,193,797,113

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
NOTES PAYABLE	16,338,185
REFUND LIABILITY	8,101,549
THIRD PARTY PAYMENT PAYABLE	24,424,241
OPERATING LEASE	83,380,562





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	132,244,537
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) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on 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 (losses) 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' on 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 IS 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 CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization
THE PRESBYTERIAN HOSPITAL

Employer identification number

56-0554230

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2023

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 FUNDRAISERS (event type)	(b) Event #2 (event type)	(c) Other events (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	18,171			18,171
2	Less: Contributions . . . .	0
3	Gross income (line 1 minus line 2) . . . . . .	18,171			18,171

4	Cash prizes . . . . .	0
5	Noncash prizes . . . .	0
6	Rent/facility costs . . . .	0
7	Food and beverages . . .	0
8	Entertainment . . . .	0
9	Other direct expenses . . .	0
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		18,171

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2023

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

THE PRESBYTERIAN HOSPITAL

Employer identification number

56-0554230

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

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:

Yes

100% 150% 200% Other 30000.0000000000 %

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: . . . . . . . .

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used 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.

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"? . . . . . . . . . . . . .

Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(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) . . .	46,356,252		46,356,252	2.720 %
b	Medicaid (from Worksheet 3, column a) . . . . .	230,388,246	231,157,045	0	0 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	1,990,619	1,968,550	22,069	0 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	278,735,117	233,125,595	46,378,321	2.720 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	2,565,449	120,765	2,444,684	0.140 %
f	Health professions education (from Worksheet 5) . . .	12,220,235	1,247,733	10,972,502	0.650 %
g	Subsidized health services (from Worksheet 6) . . . .	38,016,484	20,417,956	17,598,528	1.030 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	2,335,132		2,335,132	0.140 %
j	Total. Other Benefits . .	55,137,300	21,786,454	33,350,846	1.960 %
k	Total. Add lines 7d and 7j .	333,872,417	254,912,049	79,729,167	4.680 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

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			3,263		3,263	0 %
2	Economic development			32,766		32,766	0 %
3	Community support			1,024,401		1,024,401	0.060 %
4	Environmental improvements			0
5	Leadership development and training for community members			0
6	Coalition building			16,000		16,000	0 %
7	Community health improvement advocacy			8,000		8,000	0 %
8	Workforce development			177,805		177,805	0.010 %
9	Other			5,000		5,000	0 %
10	Total			1,267,235		1,267,235	0.070 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

60,999,382

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. ......

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

Enter total revenue received from Medicare (including DSH and IME).....

213,290,835

Enter Medicare allowable costs of care relating to payments on line 5.....

229,005,244

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-15,714,409

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

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 %	(e) Physicians' profit % or stock ownership %
11 SOUTHPARK SURGERY CENTER	HEALTHCARE	60.000 %	40.000 %
22 RADIATION ONCOLOGY CENTERS OF THE CAROLINAS LLC	HEALTHCARE	50.000 %	50.000 %
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2023

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?3Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)						Facility reporting group
1	TPH DBA NH PRESBYTERIAN MEDICAL CENTER 200 HAWTHORNE LANE CHARLOTTE,NC28204 WWW.NOVANTHEALTH.ORG H0010	X	X	X	X	A
2	TPH DBA NH HUNTERSVILLE MEDICAL CENTER 10030 GILEAD RD HUNTERSVILLE,NC28078 WWW.NOVANTHEALTH.ORG H0282	X	X		X	A
3	TPH DBA NH CHARLOTTE ORTHOPEDIC HOSPITAL 1901 RANDOLPH RD CHARLOTTE,NC28207 WWW.NOVANTHEALTH.ORG H0010	X	X			A

Schedule H (Form 990) 2023

Page 4

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)

	THE PRESBYTERIAN HOSPITAL
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

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 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 22

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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url):

Other website (list url): SEE SECTION C

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): SEE SECTION C

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

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)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, 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) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	THE PRESBYTERIAN HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

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 included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.000000000000%
and FPG family income limit for eligibility for discounted care of 0.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SEE SECTION C

The FAP application form was widely available on a website (list url):

SEE SECTION C

A plain language summary of the FAP was widely available on a website (list url):
SEE SECTION C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	THE PRESBYTERIAN HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

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 all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

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:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized 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?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	THE PRESBYTERIAN HOSPITAL
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

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? ...............................

If "Yes," explain in Section C.

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? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
PART V, SECTION B	FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF:	- FACILITY 1: TPH DBA NH PRESBYTERIAN MEDICAL CENTER, - FACILITY 2: TPH DBA NH HUNTERSVILLE MEDICAL CENTER, - FACILITY 3: TPH DBA NH CHARLOTTE ORTHOPEDIC HOSPITAL
THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 3J:	THE PRESBYTERIAN HOSPITALPART V, SECTION B, LINE 3E:VARIOUS SOCIAL, BEHAVIORAL, AND CLINICAL HEALTH NEEDS WERE IDENTIFIED THROUGH PRIMARY AND SECONDARY DATA IN THE NEEDS ASSESSMENT. ONCE THE HEALTH NEEDS WERE IDENTIFIED, SURVEYS AND COMMUNITY MEETINGS WERE CONDUCTED IN WHICH THE VARIOUS COMMUNITY STAKEHOLDERS RANKED THE HEALTH ISSUES BASED ON AVAILABLE DATA INCLUDING SEVERITY OF NEED AND MAGNITUDE OF IMPACT. THE INFORMATION GATHERED WAS THEN MATRIXED AND SCORED IN ORDER TO RANK THE FOCUS AREAS AND PRIORITIZE THE IDENTIFIED HEALTH NEEDS, BASED ON CAREFUL CONSIDERATION OF ESTIMATED FEASIBILITY AND EFFECTIVENESS OF POSSIBLE INTERVENTIONS. THE PRIORITIZED IDENTIFIED HEALTH NEEDS AND SUPPORTING DATA ARE THEN REVIEWED AND DELIBERATED UPON FURTHER BY THE BOARD BEFORE FINAL APPROVAL. AN IMPLEMENTATION PLAN WAS CREATED FOR THE PRIORITIZED HEALTH NEEDS AND PROGRESS TOWARD MEETING IMPLEMENTATION PLAN GOALS IS ASSESSED REGULARLY THROUGHOUT THE COMMUNITY HEALTH NEEDS ASSESSMENT LIFE CYCLE. COMMUNITY PARTNERS WHO ARE CURRENTLY SERVING COMMUNITY NEEDS ARE IDENTIFIED AS POTENTIAL PARTNERS FOR COLLABORATION ON THOSE IDENTIFIED NEEDS THAT ARE NOT PART OF THE IMPLEMENTATION PLAN.
THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 5:	WHILE CONDUCTING THE COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA"), NOVANT HEALTH HOSPITAL FACILITIES SOLICITED INPUT FROM AND CONSULTED WITH A VARIETY OF COMMUNITY MEMBERS AND REPRESENTATIVES INCLUDING, BUT NOT LIMITED TO, REPRESENTATIVES OF CITY AND COUNTY GOVERNMENT, COUNTY HEALTH DEPARTMENTS, COMMUNITY-BASED ORGANIZATIONS, FOUNDATIONS, CHURCHES, COLLEGES/UNIVERSITIES, COMMUNITY COALITIONS AND OTHER SOCIAL SERVICE AGENCIES. INPUT WAS GATHERED THROUGH A COMMUNITY SURVEY (DISTRIBUTED THROUGH A VARIETY OF PARTNERS, METHODS, AND CHANNELS), COMMUNITY MEETINGS AND/OR FOCUS GROUPS, AND STAKEHOLDER'S INTERVIEWS. INPUT WAS ALSO SOLICITED THROUGH WRITTEN COMMENTS THROUGHOUT THE SURVEY PERIOD UNTIL THE FINAL COMMUNITY PRIORITY SETTING MEETING(S) AND/OR SURVEY. THE SCOPE OF EXPERTISE WAS BROAD AND INCLUDED REPRESENTATIVES OF PUBLIC HEALTH, MINORITY POPULATIONS, HEALTH DISPARITIES, AND SOCIAL SERVICES. DATA DERIVED FROM THESE EXERCISES IS BOTH QUANTITATIVE AND QUALITATIVE IN SCOPE.THE PRESBYTERIAN HOSPITAL (DBA NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER AND NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL), IN PARTNERSHIP WITH THE MECKLENBURG COUNTY PUBLIC HEALTH DEPARTMENT, ATRIUM HEALTH, AND ONE CHARLOTTE HEALTH ALLIANCE, CONDUCTED A COMPREHENSIVE CHNA THAT WAS APPROVED BY THE BOARD OF TRUSTEES IN 2022. THIS CHNA PROCESS INCLUDED EXTENSIVE PRIMARY AND SECONDARY DATA COLLECTION, USING THE CHA HEALTH OPINION SURVEY, AND VARIOUS LOCAL, STATE, AND FEDERAL DATA SOURCES, PRIMARILY THE US CENSUS BUREAU. THE HEALTH OPINION SURVEY WAS DISTRIBUTED TO MECKLENBURG COUNTY RESIDENTS FROM APRIL 2022 TO JULY 2022 USING SCANNED QR CODES, EMAIL LISTSERVS AND PAPER COPIES. THE SURVEY LINK WAS POSTED ON THE COUNTY WEBSITE, COUNTY FACEBOOK AND TWITTER PAGES, THE BOARD OF COUNTY COMMISSIONERS NEWSLETTER AND EMPLOYEE NEWSLETTERS FOR THE COUNTY. THE SURVEY WAS AVAILABLE IN BOTH SPANISH AND ENGLISH. ADDITIONALLY, VIRTUAL COMMUNITY MEETINGS WERE CONDUCTED WITH COMMUNITY PARTNERS WITH PARTICIPATION FROM KEY COMMUNITY STAKEHOLDERS, INCLUDING BUT NOT LIMITED TO: ATRIUM HEALTH, MECKLENBURG COUNTY PUBLIC HEALTH, ONE CHARLOTTE HEALTH ALLIANCE, MECKLENBURG INTERFAITH NETWORK, INTERNATIONAL HOUSE, SENIOR CENTERS AND THE ASSOCIATION FOR THE BLIND. THESE COMMUNITY PARTNERS SERVE VARIOUS COMMUNITIES, REPRESENTING THE INTERESTS OF MANY COUNTY RESIDENTS, INCLUDING INDIVIDUALS WHOSE COMMUNITIES ARE KNOWN TO HAVE DISPROPORTIONATELY HIGH HEALTH AND SOCIAL NEEDS, LOW HOUSEHOLD INCOMES, AND LOWER LIFE EXPECTANCY, AND OFTEN CONSIST OF MAJORITY PERSONS OF COLOR. ADDITIONALLY, THESE COMMUNITY PARTNERS SERVE INDIVIDUALS SPANNING ACROSS DIVERSE RACES, ETHNICITIES, AGES, SEXUAL ORIENTATIONS, PREFERRED LANGUAGES, AND GENDER IDENTITY DEMOGRAPHICS WITH GEOGRAPHIC, PAYOR, OR FINANCIAL BARRIERS ACCESSING CARE. NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER IN PARTNERSHIP WITH THE MECKLENBURG COUNTY PUBLIC HEALTH DEPARTMENT, ATRIUM HEALTH, AND ONE CHARLOTTE HEALTH ALLIANCE, CONDUCTED A COMPREHENSIVE CHNA THAT WAS APPROVED BY THE BOARD OF TRUSTEES IN 2022. THIS CHNA PROCESS INCLUDED EXTENSIVE PRIMARY AND SECONDARY DATA COLLECTION, USING THE HEALTH OPINION SURVEY, AND VARIOUS LOCAL, STATE AND FEDERAL DATA SOURCES, PRIMARILY THE US CENSUS BUREAU. THE HEALTH OPINION SURVEY WAS DISTRIBUTED TO MECKLENBURG COUNTY RESIDENTS FROM APRIL 2022 TO JULY 2022 USING SCANNED QR CODES, EMAIL LISTSERVS AND PAPER COPIES. THE SURVEY LINK WAS POSTED ON THE COUNTY WEBSITE, COUNTY FACEBOOK AND TWITTER PAGES, THE BOARD OF COUNTY COMMISSIONERS NEWSLETTER AND EMPLOYEE NEWSLETTERS FOR THE COUNTY. THE SURVEY WAS AVAILABLE IN BOTH SPANISH AND ENGLISH. ADDITIONALLY, VIRTUAL COMMUNITY MEETINGS WERE CONDUCTED WITH COMMUNITY PARTNERS WITH PARTICIPATION FROM KEY COMMUNITY STAKEHOLDERS, INCLUDING BUT NOT LIMITED TO: ATRIUM HEALTH, MECKLENBURG COUNTY PUBLIC HEALTH, ONE CHARLOTTE HEALTH ALLIANCE, MECKLENBURG INTERFAITH NETWORK, INTERNATIONAL HOUSE, SENIOR CENTERS AND THE ASSOCIATION FOR THE BLIND. THESE COMMUNITY PARTNERS SERVE VARIOUS COMMUNITIES, REPRESENTING THE INTERESTS OF MANY COUNTY RESIDENTS, INCLUDING INDIVIDUALS WHOSE COMMUNITIES ARE KNOWN TO HAVE DISPROPORTIONATELY HIGH HEALTH AND SOCIAL NEEDS, LOW HOUSEHOLD INCOMES, AND LOWER LIFE EXPECTANCY, AND OFTEN CONSIST OF MAJORITY PERSONS OF COLOR. ADDITIONALLY, THESE COMMUNITY PARTNERS SERVE INDIVIDUALS SPANNING ACROSS DIVERSE RACES, ETHNICITIES, AGES, SEXUAL ORIENTATIONS, PREFERRED LANGUAGES, AND GENDER IDENTITY DEMOGRAPHICS WITH GEOGRAPHIC, PAYOR, OR FINANCIAL BARRIERS ACCESSING CARE. SPECIFIC REFERENCES AND OTHER SUPPORTING INFORMATION CAN BE FOUND IN THE MOST RECENT CHNAS LOCATED AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/OUR-IMPACT/COMMUNITY-HEALTH-NEEDS/.
THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 6A:	ATRIUM HEALTH
THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 6B:	MECKLENBURG COUNTY PUBLIC HEALTH DEPARTMENTONE CHARLOTTE HEALTH ALLIANCE
THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 7D:	THE PRESBYTERIAN HOSPITALPART V, SECTION B, LINE 7BHTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/THE PRESBYTERIAN HOSPITALPART V, SECTION B, LINE 10AHTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/
THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 11:	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 EACH FACILITY'S BOARD. THEY EVALUATED EACH DOCUMENTED NEED AND ITS INTERSECTION WITH THE ORGANIZATION'S VISION, COMMITMENTS, KEY STRENGTHS AND AVAILABLE RESOURCES BEFORE FURTHER PRIORITIZING THE HEALTH NEEDS AND AGREEING UPON THE TOP HEALTH PRIORITIES TO BE ADDRESSED. WHERE POSSIBLE, THE FACILITIES LEVERAGED THE SYSTEM'S STRENGTHS AND RESOURCES TO BEST ADDRESS THOSE NEEDS THAT ARE HIGHEST IN PRIORITY BASED ON SCOPE, SEVERITY, HEALTH DISPARITIES ASSOCIATED WITH THE NEED, AND THE ESTIMATED FEASIBILITY AND EFFECTIVENESS OF POSSIBLE INTERVENTIONS. EACH FACILITY HAS ADOPTED AND EXECUTED AN IMPLEMENTATION STRATEGY THAT ADDRESSES THE PRIORITIZED COMMUNITY HEALTH NEEDS FROM THE CHNAS. THE IMPLEMENTATION STRATEGIES OUTLINE THE PLAN THAT THE HOSPITAL FACILITIES UNDERTAKE TO MEET THOSE HEALTH NEEDS IN EACH COMMUNITY SERVED. CERTAIN NEEDS THAT WERE IDENTIFIED BY THE CHNA HAVE NOT BEEN ADDRESSED. CERTAIN OF THE NEEDS NOT ADDRESSED FALL OUTSIDE THE SCOPE OF TRADITIONAL HEALTHCARE (E.G., DENTAL WORK). OTHER NEEDS ARE ADDRESSED BY COLLABORATIVE WORK AND HAVE OTHER RESOURCES IN THE COMMUNITY THAT CAN MORE APPROPRIATELY MEET THESE NEEDS BASED ON SCOPE OF SERVICES AND EXPERTISE.THE PRESBYTERIAN HOSPITAL (DBA NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER AND NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL) CONDUCTED A COMPREHENSIVE CHNA THAT WAS APPROVED BY THE BOARD OF TRUSTEES IN 2022. RESULTS FROM THIS CHNA PROCESS HELPED IDENTIFY THE FOLLOWING HEALTH NEEDS IN MECKLENBURG COUNTY: ACCESS TO CARE, CHRONIC DISEASE PREVENTION, EMERGING HEALTH ISSUES & PUBLIC HEALTH THREATS (E.G., COVID), HEALTHY ENVIRONMENT (SAFE AIR, WATER, COMMUNITY, RECREATION), HEALTHY PREGNANCY, HIV & OTHER STIS, INJURY PREVENTION, MENTAL HEALTH, SUBSTANCE USE DISORDER, AND VIOLENCE PREVENTION. AFTER THOROUGH EVALUATION, THE FOLLOWING TOP FOUR HEALTH NEEDS WERE IDENTIFIED AS PRIORITY AREAS FOR NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER AND NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL: MENTAL HEALTH, ACCESS TO CARE, CHRONIC DISEASE, AND VIOLENCE PREVENTION. NOVANT HEALTH HAS DEVELOPED STRATEGIC IMPLEMENTATION PLANS TO ADDRESS THESE PRIORITIZED AREAS OF NEED AND IS COMMITTED TO IMPROVING THE COMMUNITY'S HEALTH. NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER CONDUCTED A COMPREHENSIVE CHNA THAT WAS APPROVED BY THE BOARD OF TRUSTEES IN 2022. RESULTS FROM THIS CHNA PROCESS HELPED IDENTIFY THE FOLLOWING HEALTH NEEDS IN MECKLENBURG COUNTY: ACCESS TO CARE, CHRONIC DISEASE PREVENTION, EMERGING HEALTH ISSUES & PUBLIC HEALTH THREATS (E.G., COVID), HEALTHY ENVIRONMENT (SAFE AIR, WATER, COMMUNITY, RECREATION), HEALTHY PREGNANCY, HIV & OTHER STIS, INJURY PREVENTION, MENTAL HEALTH, SUBSTANCE USE DISORDER, AND VIOLENCE PREVENTION. AFTER THOROUGH EVALUATION, THE FOLLOWING TOP FOUR HEALTH NEEDS WERE IDENTIFIED AS PRIORITY AREAS FOR NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER: MENTAL HEALTH, ACCESS TO CARE, CHRONIC DISEASES, AND VIOLENCE PREVENTION. NOVANT HEALTH HAS DEVELOPED STRATEGIC IMPLEMENTATION PLANS TO ADDRESS THESE PRIORITIZED AREAS OF NEED AND IS COMMITTED TO IMPROVING THE COMMUNITY'S HEALTH. SPECIFIC REFERENCES AND OTHER SUPPORTING INFORMATION CAN BE FOUND IN THE MOST RECENT CHNA LOCATED AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/OUR-IMPACT/COMMUNITY-HEALTH-NEEDS/.
THE PRESBYTERIAN HOSPITAL PART V, SECTION B, LINE 13H:	OTHER ELIGIBILITY CRITERIA EXPLAINED IN THE FAP INCLUDE THE FOLLOWING: FREE CARE IS ONLY APPLICABLE TO MEDICALLY NECESSARY SERVICES; PROVIDER BASED PHYSICIAN CLINICS REQUIRE THAT PATIENTS MUST HAVE BEEN TREATED BY AN AFFILIATED MEDICAL GROUP PRIMARY CARE PHYSICIAN WITHIN THE PREVIOUS THREE YEARS; PATIENTS MUST BE UNABLE TO ACCESS ENTITLEMENT PROGRAMS; PATIENTS WITH SPECIAL CIRCUMSTANCES SUCH AS BANKRUPTCY MAY ALSO BE ELIGIBLE FOR CHARITY CARE.THE PRESBYTERIAN HOSPITALPART V, LINE 16A, FAP WEBSITE:HTTPS://WWW.NOVANTHEALTH.ORG/FOR-PATIENTS/BILLING--INSURANCE/FINANCIAL-ASSISTANCE/THE PRESBYTERIAN HOSPITALPART V, LINE 16B, FAP APPLICATION WEBSITE:HTTPS://WWW.NOVANTHEALTH.ORG/GLOBALASSETS/BUTTONS-AND-DOCUMENTS-CTASLINKS/DOCUMENTS-PDFS/FAA_APP_ENGLISH.PDFTHE PRESBYTERIAN HOSPITALPART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE:HTTPS://WWW.NOVANTHEALTH.ORG/GLOBALASSETS/BUTTONS-AND-DOCUMENTS-CTASLINKS/DOCUMENTS-PDFS/NOVANT-HEALTH-ACUTE-PLS-ENGLISH.PDF

Schedule H (Form 990) 2023

Page 9

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?30
Name and address		Type of Facility (describe)
1	1 - NH CANCER INST - ELIZABETH (BREAST CANCER 125 QUEENS RD STE 520 CHARLOTTE,NC282043215	CANCER CENTER
2	2 - NH CANCER INST - ELIZABETH (CELL THERAPY) 125 QUEENS RD STE 600 CHARLOTTE,NC282043215	CANCER CENTER
3	3 - NH CANCER INST - ELIZABETH (DEVELOPMENTAL 125 QUEENS RD STE 660 CHARLOTTE,NC282043215	CANCER CENTER
4	4 - NH CANCER INST - ELIZABETH (GENITOURINARY 125 QUEENS RD STE 420 CHARLOTTE,NC282043215	CANCER CENTER
5	5 - NH CANCER INST - ELIZABETH (GI & HPB) 125 QUEENS RD STE 430 CHARLOTTE,NC282043215	CANCER CENTER
6	6 - NH CANCER INST - ELIZABETH (GYN ONCOLOGY) 125 QUEENS RD STE 540 CHARLOTTE,NC282043215	CANCER CENTER
7	7 - NH CANCER INST - ELIZABETH (HEAD & NECK) 125 QUEENS RD STE 400 CHARLOTTE,NC282043215	CANCER CENTER
8	8 - NH CANCER INST - ELIZABETH (INTEGRATIVE M 125 QUEENS RD STE 500 CHARLOTTE,NC282043215	CANCER CENTER
9	9 - NH CANCER INST - ELIZABETH (PALLIATIVE CA 125 QUEENS RD STE 510 CHARLOTTE,NC282043215	CANCER CENTER
10	10 - NH CANCER INST - ELIZABETH (RISK & GENETI 125 QUEENS RD STE 560 CHARLOTTE,NC282043215	CANCER CENTER
11	11 - NH CANCER INSTITUTE - MATTHEWS 1700 MATTHEWS TOWNSHIP PKWY MATTHEWS,NC281054658	CANCER CENTER
12	12 - NH CANCER INSTITUTE - MOORESVILLE 170 MEDICAL PARK RD STE 101 MOORESVILLE,NC281178541	CANCER CENTER
13	13 - NH CANCER INSTITUTE - UNIVERSITY CITY 8401 UNIVERSITY EXECUTIVE PARK DR STE 130 CHARLOTTE,NC282624358	CANCER CENTER
14	14 - NH CHARLOTTE OUTPATIENT SURGERY 1800 E 4TH STREET CHARLOTTE,NC282043210	AMBULATORY SURGERY CENTER
15	15 - NH HEART & VASCULAR INST - ELIZABETH (CAR 125 QUEENS RD STE 200 CHARLOTTE,NC282043215	PHYSICIAN CLINIC
16	16 - NH HEART & VASCULAR INST - MATTHEWS 1401 MATTHEWS TOWNSHIP PKWY STE 110 MATTHEWS,NC281055403	PHYSICIAN CLINIC
17	17 - NH HEART & VASCULAR INST - MONROE 1640 E ROOSEVELT BLVD MONROE,NC281124017	PHYSICIAN CLINIC
18	18 - NH HOSPICE & PALLIATIVE CARE 324 N MCDOWELL STREET CHARLOTTE,NC282042215	HOME HEALTH
19	19 - NOVANT HEALTH IMAGING MONROE 2000 WELLNESS BLVD SUITE 110 MONROE,NC281103355	IMAGING CENTER
20	20 - NOVANT HEALTH IMAGING MUSEUM 2900 RANDOLPH RD CHARLOTTE,NC282111021	IMAGING CENTER
21	21 - NOVANT HEALTH IMAGING UNIVERSITY 8401 MEDICAL PLAZA DRIVE SUITE 110 CHARLOTTE,NC282628797	IMAGING CENTER
22	22 - NOVANT HEALTH INFUSION - BALLANTYNE 14135 BALLANTYNE CORPORATE PL STE 200 CHARLOTTE,NC282770768	PHYSICIAN CLINIC
23	23 - NOVANT HEALTH INFUSION - SOUTHPARK 6324 FAIRVIEW RD STE 330 CHARLOTTE,NC282103271	PHYSICIAN CLINIC
24	24 - NH MIDTOWN OUTPATIENT SURGERY 1918 RANDOLPH RD SUITE 740 CHARLOTTE,NC282071167	AMBULATORY SURGERY CENTER
25	25 - NH MULTIPLE SCLEROSIS CARE -SOUTHPARK 6324 FAIRVIEW RD STE 330 CHARLOTTE,NC282103271	PHYSICIAN CLINIC
26	26 - NOVANT HEALTH REHABILITATION CENTER 125 QUEENS RD SUITE 350 CHARLOTTE,NC282043370	PHYSICIAN CLINIC
27	27 - NH REHABILITATION CENTER - MIDTOWN 125 BALDWIN AVE STE 100 CHARLOTTE,NC282043370	PHYSICIAN CLINIC
28	28 - NH RHEUMATOLOGY & ARTHRITIS - SOUTHPARK 6324 FAIRVIEW RD STE 330 CHARLOTTE,NC282103271	PHYSICIAN CLINIC
29	29 - NH WOUND CARE & HYPERBARIC MEDICINE - CHAR 300 BILLINGSLEY RD STE 105 CHARLOTTE,NC282111084	PHYSICIAN CLINIC
30	30 - ST JUDE CLINIC AT NH HEMBY CHILDREN'S HOS 301 HAWTHORNE LN STE 100 CHARLOTTE,NC282042467	PHYSICIAN CLINIC

Schedule H (Form 990) 2023

Page 10

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
PART I, LINE 3C:	OTHER CRITERIA BESIDES INCOME AND FPG USED IN DETERMINING ELIGIBILITY FOR FREE CARE INCLUDE: (1) RESIDENCY - PATIENTS MUST RESIDE WITHIN THE SERVICE AREA OF THE HOSPITAL; (2) THE KIND OF SERVICE PROVIDED - ONLY MEDICALLY NECESSARY SERVICES ARE COVERED; (3) PATIENT STATUS - IN PROVIDER BASED PHYSICIAN CLINICS, PATIENTS MUST HAVE BEEN TREATED BY AN AFFILIATED MEDICAL GROUP PRIMARY CARE PHYSICIAN WITHIN THE PREVIOUS THREE YEARS; AND (4) ACCESS TO HEALTH CARE COVERAGE - PATIENTS MUST BE UNABLE TO ACCESS EMPLOYER SPONSORED HEALTH PLANS OR ENTITLEMENT PROGRAMS. LASTLY, THE PATIENT MUST BE WITHOUT SUBSTANTIAL LIQUID ASSETS (I.E. CASH-ON-HAND). ASSETS SUCH AS HOUSES, CARS, PENALIZED RETIREMENT SAVINGS FUNDS, ETC. ARE NOT CONSIDERED LIQUID ASSETS. SUBSTANTIAL ASSETS ARE DEFINED AS ENOUGH CASH-ON-HAND TO COVER THE MEDICAL EXPENSES WITHOUT PLACING A HARDSHIP ON THE PATIENT. PATIENTS WITH SPECIAL CIRCUMSTANCES SUCH AS BANKRUPTCY MAY ALSO BE ELIGIBLE FOR CHARITY CARE; DETERMINATION IS MADE ON A CASE BY CASE BASIS UNDER THESE CIRCUMSTANCES.
PART I, LINE 6A:	PART I, LINE 6A:THE ORGANIZATION IS A PART OF NOVANT HEALTH, AN INTEGRATED NON-PROFIT HEALTH SYSTEM. THE SYSTEM-WIDE COMMUNITY BENEFIT REPORT, REFERRED TO AS THE "COMMUNITY IMPACT REPORT", IS PRODUCED BY NOVANT HEALTH, INC., A RELATED ORGANIZATION AND THE PARENT COMPANY OF THE HEALTHCARE SYSTEM. NOVANT HEALTH'S ANNUAL COMMUNITY IMPACT REPORT CAN BE FOUND AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/. PLEASE NOTE THAT THE NUMERIC DATA IN THE COMMUNITY IMPACT REPORT IS NOT BASED UPON CALCULATIONS ACCORDING TO FORM 990, SCHEDULE H INSTRUCTIONS, BUT RATHER THE AMOUNTS ARE PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES. THEREFORE, THE REPORT SHOULD NOT BE RELIED UPON AS EQUIVALENT TO THE TOTAL OF ALL SYSTEM ORGANIZATIONS' FORM 990, SCHEDULE H PART I AMOUNTS OR BASED ON THE REQUIRED COMMUNITY HEALTH NEEDS ASSESSMENT OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY UNDER INTERNAL REVENUE CODE SECTION 501(R).
PART I, LINE 7:	COSTS REPORTED IN THE TABLE FOR FINANCIAL ASSISTANCE (I.E., CHARITY CARE) AND CERTAIN OTHER COMMUNITY BENEFITS AMOUNTS ARE CALCULATED USING A REPORTING ENTITY SPECIFIC COST-TO-CHARGE RATIO ("CCR") BASED ON FORM 990, SCHEDULE H, INSTRUCTIONS, WORKSHEET 2.
PART I, LN 7 COL(F):	PART I, LN 7 COL(F):THE AMOUNT OF BAD DEBT REMOVED FROM TOTAL EXPENSES IN THE DENOMINATOR WAS $0.
PART I, LINE 4:	NOVANT HEALTH HAS A CATASTROPHIC SETTLEMENT POLICY WHICH IS SEPARATE FROM THE FINANCIAL ASSISTANCE POLICY. THE PURPOSE OF THIS POLICY IS TO IDENTIFY CIRCUMSTANCES IN WHICH NOVANT HEALTH AFFILIATES MAY WORK WITH PATIENTS TO MEET THEIR FINANCIAL OBLIGATIONS WHEN THEY HAVE LARGE OUT-OF POCKET EXPENSES RELATED TO A VISIT THAT IS NOT COVERED BY FINANCIAL ASSISTANCE.
PART II, COMMUNITY BUILDING ACTIVITIES:	THE ORGANIZATION'S COMMUNITY BUILDING ACTIVITIES ADDRESS THE UNDERLYING CAUSES OF HEALTH PROBLEMS AND IMPACT THE HEALTH OF OUR COMMUNITY THROUGH PARTNERSHIPS WITH LOCAL AGENCIES DEDICATED TO IMPROVING THE LIVES OF ALL INDIVIDUALS. WE PROVIDE FINANCIAL SUPPORT AND OTHER RESOURCES TO ORGANIZATIONS SUCH AS LOCAL YMCA'S, UNITED WAY PARTNER AGENCIES, CHAMBERS OF COMMERCE, PARKS AND RECREATION DEPARTMENTS, AND OTHER LOCAL COMMUNITY ORGANIZATIONS, ASSISTING WITH COMMUNITY AND COUNTY COALITIONS, AND PROVIDING EDUCATION SEMINARS AND TRAINING FOR COMMUNITY MEMBERS AND GROUPS. THROUGH THESE PARTNERSHIPS AND OUTREACH METHODS WE ARE ABLE TO SUCCESSFULLY BRIDGE THE GAP OF NEED FOR RESOURCES BEYOND TRADITIONAL HEALTHCARE SERVICES WITHIN THE COMMUNITIES WE SERVE.
PART III, LINE 2:	IMPLICIT PRICE CONCESSIONS (FORMERLY KNOWN AS BAD DEBT EXPENSE) ARE DETERMINED BASED ON MANAGEMENT'S ASSESSMENT OF CONTRACTUAL AGREEMENTS, DISCOUNT POLICIES, AND HISTORICAL EXPERIENCE, AS WELL AS CURRENT AND EXPECTED FUTURE ECONOMIC CONDITIONS.
PART III, LINE 4:	THE ORGANIZATION'S IMPLICIT PRICE CONCESSIONS (FORMERLY KNOWN AS BAD DEBT EXPENSE, AT COST) ON LINE 2 IS CALCULATED USING THE SAME METHODOLOGY AS FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS USING AN ENTITY SPECIFIC COST-TO-CHARGE RATIO (CCR). FOOTNOTE 2 (ACCOUNTS RECEIVABLE) ON PAGE 8 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES PRICE CONCESSIONS.
PART III, LINE 8:	THE METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS REPORTED IN THE ORGANIZATION'S MEDICARE COST REPORT AS REFLECTED IN THE AMOUNT REPORTED IN PART III, LINE 6 IS DETERMINED BY FOLLOWING THE MEDICARE PRINCIPLES OF ALLOWABLE COSTS. COST FOR THE OVERHEAD DEPARTMENTS ARE STEPPED DOWN TO THE REMAINING COST CENTERS BASED ON STATISTICS FOR EACH OVERHEAD COST CENTER. ONCE THE STEP-DOWN PROCESS IS COMPLETE, A COST TO CHARGE RATIO ("CCR") IS DEVELOPED FOR EACH COST CENTER. THE CCR IS THEN APPLIED TO THE MEDICARE REVENUE BY COST CENTER AND TOTALED. IT SHOULD BE NOTED THAT THE MEDICARE COST REPORTS DO NOT ADDRESS ANY MANAGED CARE MEDICARE REVENUES, COSTS, OR RELATED SHORTFALL. THE TOTAL REVENUES REPORTED AS RECEIVED FROM MEDICARE IN LINE 5 OF SECTION B ARE ONLY REPRESENTATIVE OF MEDICARE FEE FOR SERVICE PAYMENTS RECEIVED. THE ALLOWABLE COSTS ON LINE 6 ARE SIGNIFICANTLY LOWER THAN THE ACTUAL EXPENDITURES. AS SUCH, THE SHORTFALL IS UNDERESTIMATED. EVERY HOSPITAL TREATS MEDICARE PATIENTS. SOME HOSPITALS ARE LOCATED IN HIGH MEDICARE POPULATION AREAS; OTHERS PROVIDE SERVICES DISPROPORTIONATELY USED BY MEDICARE PATIENTS. MEDICARE RATES AND NUMBERS OF MEDICARE PATIENTS ARE NOT NEGOTIATED. AS REIMBURSEMENT RATES DECLINE RELATIVE TO COSTS OF CARE, HOSPITALS CONTINUE TO SERVE THE MEDICARE POPULATION. WITHOUT THIS SERVICE THESE PATIENTS WOULD BECOME AN OBLIGATION ON THE GOVERNMENT. ANY UNREIMBURSED COSTS OF THIS CARE ARE A COMMUNITY BENEFIT PROVIDED BY THE HOSPITAL TO THE COMMUNITY AND GOVERNMENT.
PART III, LINE 9B:	THE ORGANIZATION'S BILLING AND COLLECTIONS POLICY DOES EXPLAIN ACTIONS AGAINST PATIENTS WHO HAVE OUTSTANDING DELINQUENT AMOUNTS, BUT THE POLICY DOES NOT CONTAIN PROVISIONS FOR COLLECTION PRACTICES AGAINST PATIENTS WHO ARE ELIGIBLE UNDER THE FINANCIAL ASSISTANCE POLICY (FAP) BECAUSE FAP ELIGIBLE PATIENTS RECEIVE 100% FREE CARE AND THEREFORE DO NOT RECEIVE BILLS ONCE FAP ELIGIBILITY HAS BEEN ESTABLISHED.
PART VI, LINE 2:	PART VI, LINE 2: NEEDS ASSESSMENTTHE ORGANIZATION IS PART OF NOVANT HEALTH, AN INTEGRATED NON-PROFIT HEALTHCARE SYSTEM, NOVANT EMPLOYS A COMMUNITY ENGAGEMENT DEPARTMENT THAT FACILITATES COMMUNITY BENEFIT ACROSS THE SYSTEM. THE COMMUNITY ENGAGEMENT DEPARTMENT IS RESPONSIBLE FOR COORDINATING THE PREPARATION OF THE COMMUNITY HEALTH NEEDS ASSESSMENTS (CHNA) FOR EACH HOSPITAL WITHIN THE SYSTEM, INCLUDING THE CHNAS REPORTED IN PART V, SECTION B. THE COMMUNITY ENGAGEMENT DEPARTMENT WORKS WITH EACH HOSPITAL FACILITY TO IDENTIFY ORGANIZATIONS AND RESOURCES WITHIN THEIR RESPECTIVE COMMUNITIES THAT PARTICIPATE IN ALLEVIATING SIGNIFICANT COMMUNITY HEALTH NEEDS. THESE ORGANIZATIONS AND RESOURCES INCLUDE PUBLIC HEALTH DEPARTMENTS, LOCAL COMMUNITY COALITIONS AND CLINICS REPRESENTING THE MEDICALLY UNDERSERVED, UNITED WAY, YMCAS, LOCAL UNIVERSITIES, AND MORE. COMMUNITY HEALTH ASSESSMENTS PREPARED BY OTHER ORGANIZATIONS ARE USED IN COMBINATION WITH INTERNAL HOSPITAL DATA AND INFORMATION COLLECTED FROM LOCAL AGENCIES TO PREPARE THE CHNAS FOR HOSPITAL FACILITIES. THROUGH DATA COLLECTION AND COMMUNITY PARTNERSHIPS, NOVANT HEALTH IS ABLE TO ASSESS UNMET NEEDS AND WORK TO DIRECTLY SUPPORT PARTNERS IN ADDRESSING THOSE NEEDS WITHIN ITS COMMUNITIES SERVED. ORGANIZATIONAL PARTNERSHIPS ESTABLISHED BY THE COMMUNITY ENGAGEMENT DEPARTMENT ARE OFTEN LEVERAGED TO ADDRESS NEEDS THAT WERE IDENTIFIED IN THE CHNAS, BUT WERE NOT PRIORITIZED BY THE FACILITY IMPLEMENTATION PLAN. IN ADDITION TO ADDRESSING HEALTH NEEDS IDENTIFIED THROUGH THE CHNA PROCESS, EACH HOSPITAL FACILITY RESPONDS TO REQUESTS FOR SPECIFIC COMMUNITY BENEFIT ACTIVITIES OR PROGRAMS FROM PUBLIC AGENCIES AND/OR COMMUNITY GROUPS.
PART VI, LINE 3:	PART VI, LINE 3: PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCENOVANT HEALTH IS COMMITTED TO PROVIDING OUTSTANDING HEALTHCARE TO ALL MEMBERS OF THE COMMUNITIES SERVED, REGARDLESS OF THEIR ABILITY TO PAY. ITS FINANCIAL COUNSELING TEAMS ARE CONSTANTLY WORKING WITH THE PATIENTS WITHIN COMMUNITIES SERVED TO UNDERSTAND PATIENT NEEDS AND ENSURE THAT THEIR POLICIES AND PROCESSES ADDRESS THESE NEEDS. NOVANT HEALTH ALSO MAINTAINS CONTRACTS WITH MEDICAID ELIGIBILITY VENDORS. THESE TEAMS OFFER ADDITIONAL SUPPORT IN PROCESSING AND ASSESSING HOW THE HEALTHCARE SYSTEM SERVES THE FINANCIAL NEEDS OF ITS PATIENTS. BASED ON THE ASSESSMENTS OF COMMUNITIES SERVED, NOVANT HEALTH & AFFILIATES DEVELOPED FINANCIAL ASSISTANCE POLICIES AND PROGRAMS THAT ADDRESS THE FINANCIAL NEEDS OF ITS PATIENTS. THE HEALTHCARE SYSTEM PRIDES ITSELF ON THE TRANSPARENCY OF ITS FINANCIAL ASSISTANCE POLICY AND PROGRAMS, AND THE EDUCATION OFFERED TO PATIENTS REGARDING FINANCIAL ASSISTANCE. FINANCIAL ASSISTANCE PROGRAMS ARE DOCUMENTED ON THE NOVANT HEALTH WEBSITE, ALONG WITH CONTACT INFORMATION FOR ITS FINANCIAL COUNSELORS. ADDITIONALLY, FINANCIAL ASSISTANCE PROGRAMS ARE DOCUMENTED ON PATIENT FLYERS THROUGHOUT THE SYSTEM'S HOSPITAL FACILITIES, OUTPATIENT CENTERS, AND PHYSICIAN OFFICES. THE SYSTEM'S PATIENT ACCESS SPECIALISTS, FINANCIAL COUNSELORS AND BUSINESS OFFICE TEAMS WORK WITH ALL ELIGIBLE PATIENTS TO EDUCATE THEM ON THE VARIOUS OPTIONS AVAILABLE VIA FINANCIAL ASSISTANCE PROGRAMS OR GOVERNMENT SPONSORED CARE. THESE PATIENT FACING TEAM MEMBERS ALSO REFERENCE THE FINANCIAL ASSISTANCE POLICY IN ALL CONVERSATIONS RELATED TO PATIENTS BILLS. FINALLY, NOVANT HEALTH WORKS WITH LOCAL AREA FREE HEALTH CLINICS AND OTHER CHARITABLE ORGANIZATIONS TO PROVIDE CONTINUATION OF CARE FOR PATIENTS IN THE COMMUNITIES SERVED. IN ADDITION TO FINANCIAL COUNSELING PROCESSES USED TO IDENTIFY CHARITY CARE PATIENTS, NOVANT HEALTH'S COLLECTIONS PROCESS WITHIN OUR BUSINESS OFFICES HELPS IDENTIFY PATIENTS WHO ARE ALREADY ELIGIBLE FOR CHARITY OR WHO MAY BE ELIGIBLE BASED ON THEIR STATUS WITHIN THE FEDERAL POVERTY GUIDELINES ("FPG"). THE SYSTEM UTILIZES PREVIOUSLY SUBMITTED PATIENT DOCUMENTATION AND CREDIT AGENCY REPORTED FPG FOR FINANCIAL ASSISTANCE DETERMINATIONS. SUPPORTING DOCUMENTS ARE VALID 6 MONTHS FROM THE DATE OF SUBMISSION. FINANCIAL ASSISTANCE POLICIES ARE CONSIDERED FLUID AND ARE UPDATED FREQUENTLY BASED ON LOCAL AND NATIONAL MARKET STANDARDS AND NATIONAL ECONOMIC CONDITIONS. ANY UPDATES TO FINANCIAL ASSISTANCE POLICIES REQUIRE MULTI-LEVEL LEADERSHIP APPROVAL AND ARE ULTIMATELY APPROVED BY THE ORGANIZATION'S BOARD.
PART VI, LINE 4:	PART VI, LINE 4: COMMUNITY INFORMATIONTHE PRESBYTERIAN HOSPITAL'S FORM 990 INCLUDES THE OPERATIONS OF TWO LICENSED HOSPITAL FACILITIES: NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER AND NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER. NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER OPERATES IN TWO LOCATIONS: 1. NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER 2. NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL THE PRIMARY SERVICE AREA (PSA) IS DEFINED BY THE ZIP CODES THAT REPRESENT AT LEAST 75% OF THE HOSPITAL'S IN-PATIENT POPULATION.MECKLENBURG COUNTY CONTAINS SEVEN MUNICIPALITIES INCLUDING THE CITY OF CHARLOTTE, AND THE TOWNS OF CORNELIUS, DAVIDSON, HUNTERSVILLE, MATTHEWS, MINT HILL, AND PINEVILLE. THERE ARE 5 COUNTIES IN THE NOVANT HEALTH PRESBYTERIAN PRIMARY SERVICE AREA (PSA): CABARRUS, GASTON, MECKLENBURG, UNION AND YORK COUNTIES. 67% OF PATIENTS RESIDE IN THE PSA OF MECKLENBURG COUNTY AND 68% OF PATIENTS RESIDE IN THE PRIMARY AND SECONDARY SERVICE AREAS OF MECKLENBURG COUNTY. MOST PATIENTS RESIDE IN MECKLENBURG COUNTY, AND IT REPRESENTS THE HIGHEST POPULATION OF POTENTIALLY UNDERSERVED, LOW-INCOME AND MINORITY INDIVIDUALS FROM THE PSA.ACCORDING TO THE VIZIENT VULNERABILITY INDEX RELEASED IN JANUARY 2022, PATIENTS ADMITTED TO NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER EXPERIENCE THE MOST PROFOUND SOCIAL RISKS IF THEY LIVE IN ZIP CODES 28208, 28206, 28212, 28054, AND 28052. THESE ZIP CODES EXPERIENCE DISPROPORTIONATELY HIGH SOCIAL RISKS WHEN COMPARED TO THEIR COUNTERPART NEIGHBORHOODS. AREAS OF PARTICULAR CONCERN INCLUDE ACCESS TO HEALTHCARE, HOUSING, POVERTY, AND FOOD INSECURITY. WITH OVER 1.1 MILLION PEOPLE LIVING IN MECKLENBURG, IT IS THE SECOND MOST POPULATED COUNTY IN NORTH CAROLINA. THE COUNTY INCLUDES SIX MUNICIPALITIES (CORNELIUS, DAVIDSON, HUNTERSVILLE, MATTHEWS, MINT HILL, AND PINEVILLE) ALONG WITH THE CITY OF CHARLOTTE. NEARLY 80% OF RESIDENTS LIVE IN CHARLOTTE. IN MECKLENBURG COUNTY:- 56.6% OF THE POPULATION IS WHITE, 33.3% IS BLACK/AFRICAN AMERICAN, 14.1% IS HISPANIC, AND 6.5% IS ASIAN- 12.2% OF THE POPULATION UNDER 65 DOES NOT HAVE HEALTH INSURANCE- THE MEDIAN INCOME IS $69,240- THE POVERTY RATE IS 11%- THE LEADING CAUSES OF DEATH ARE CANCER AND HEART DISEASE- THE UNEMPLOYMENT RATE IS 4.8%- FOOD HARDSHIP IS AT 94.5% IN ZIP CODE 28208, 76.4% IN ZIP CODE 28217, AND 72.6% IN ZIP CODE 28216 COMPARED TO 7% IN ZIP CODE 28277THERE ARE FIVE OTHER HOSPITAL FACILITIES SERVING THIS PRIMARY SERVICE AREA: ATRIUM HEALTH PINEVILLE, ATRIUM HEALTH UNIVERSITY CITY, CAROLINAS CONTINUECARE HOSPITAL AT PINEVILLE, CAROLINAS MEDICAL CENTER/CENTER FOR MENTAL HEALTH, AND CAROLINAS REHABILITATION. THESE HOSPITALS ARE NOT AFFILIATED WITH NOVANT HEALTH.DATA FOR THE CHNA WAS GATHERED FROM VARIOUS STATE AND FEDERAL SOURCES, BUT PRIMARILY THE US CENSUS BUREAU. SPECIFIC REFERENCES AND OTHER SUPPORTING INFORMATION CAN BE FOUND IN THE MOST RECENT CHNA HERE:HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/OUR-IMPACT/COMMUNITY-HEALTH-NEEDS/NOVANT HEALTH HUNTERSVILLE MEDICAL CENTERTHE PSA IS DEFINED BY THE ZIP CODES THAT REPRESENT AT LEAST 75% OF THE HOSPITAL'S IN-PATIENT POPULATION. MECKLENBURG COUNTY CONTAINS SEVEN MUNICIPALITIES INCLUDING THE CITY OF CHARLOTTE, AND THE TOWNS OF CORNELIUS, DAVIDSON, HUNTERSVILLE, MATTHEWS, MINT HILL AND PINEVILLE. THERE ARE 5 COUNTIES IN THE NOVANT HEALTH HUNTERSVILLE PRIMARY SERVICE AREA (PSA): CABARRUS, GASTON, IREDELL, LINCOLN AND MECKLENBURG COUNTIES. 54% OF PATIENTS RESIDE IN THE PSA OF MECKLENBURG COUNTY AND 59% OF PATIENTS RESIDE IN THE PRIMARY AND SECONDARY SERVICE AREAS OF MECKLENBURG COUNTY. MOST PATIENTS RESIDE IN MECKLENBURG COUNTY AND IT REPRESENTS THE HIGHEST POPULATION OF POTENTIALLY UNDERSERVED, LOW-INCOME AND MINORITY INDIVIDUALS FROM THE PSA.ACCORDING TO THE VIZIENT VULNERABILITY INDEX RELEASED IN JANUARY 2022, PATIENTS ADMITTED TO NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER EXPERIENCE THE MOST PROFOUND SOCIAL RISKS IF THEY LIVE IN ZIP CODES 28677, 28202, 28092, 28216 AND 28080. THESE ZIP CODES EXPERIENCE DISPROPORTIONATELY HIGH SOCIAL RISKS WHEN COMPARED TO THEIR COUNTERPART NEIGHBORHOODS. AREAS OF PARTICULAR CONCERN INCLUDE ACCESS TO HEALTHCARE, HOUSING, POVERTY, AND FOOD INSECURITY. WITH OVER 1.1 MILLION PEOPLE LIVING IN MECKLENBURG, IT IS THE SECOND MOST POPULATED COUNTY IN NORTH CAROLINA. THE COUNTY INCLUDES SIX MUNICIPALITIES (CORNELIUS, DAVIDSON, HUNTERSVILLE, MATTHEWS, MINT HILL, AND PINEVILLE) ALONG WITH THE CITY OF CHARLOTTE. NEARLY 80% OF RESIDENTS LIVE IN CHARLOTTE. IN MECKLENBURG COUNTY:- 56.6% OF THE POPULATION IS WHITE, 33.3% IS BLACK/AFRICAN AMERICAN, 14.1% IS HISPANIC, AND 6.5% IS ASIAN- 12.2% OF THE POPULATION UNDER 65 DOES NOT HAVE HEALTH INSURANCE- THE MEDIAN INCOME IS $69,240- THE POVERTY RATE IS 11%- THE LEADING CAUSES OF DEATH ARE CANCER AND HEART DISEASE- THE UNEMPLOYMENT RATE IS 4.8%- FOOD HARDSHIP IS AT 94.5% IN ZIP CODE 28208, 76.4% IN ZIP CODE 28217, AND 72.6% IN ZIP CODE 28216 COMPARED TO 7% IN ZIP CODE 28277THERE ARE FIVE OTHER HOSPITAL FACILITIES SERVING THIS PRIMARY SERVICE AREA: ATRIUM HEALTH PINEVILLE, ATRIUM HEALTH UNIVERSITY CITY, CAROLINAS CONTINUECARE HOSPITAL AT PINEVILLE, CAROLINAS MEDICAL CENTER/CENTER FOR MENTAL HEALTH, AND CAROLINAS REHABILITATION. THESE HOSPITALS ARE NOT AFFILIATED WITH NOVANT HEALTH.DATA FOR THE CHNA WAS GATHERED FROM VARIOUS STATE AND FEDERAL SOURCES, BUT PRIMARILY THE US CENSUS BUREAU. SPECIFIC REFERENCES AND OTHER SUPPORTING INFORMATION CAN BE FOUND IN THE MOST RECENT CHNA HERE:HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/OUR-IMPACT/COMMUNITY-HEALTH-NEEDS/
PART VI, LINE 5:	PART VI, LINE 5: PROMOTION OF COMMUNITY HEALTHTHE ORGANIZATION FURTHERS ITS EXEMPT PURPOSES BY:1. ADOPTING A FINANCIAL ASSISTANCE POLICY;2. REMAINING CERTIFIED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES TO PROVIDE SERVICES TO ALL BENEFICIARIES OF MEDICARE, MEDICAID, AND OTHER GOVERNMENT PAYMENT PROGRAMS, AND PROVIDING SERVICES IN A NONDISCRIMINATORY MANNER TO SUCH BENEFICIARIES;3. OPERATING A FULL-TIME EMERGENCY ROOM WHICH IS OPEN TO AND ACCEPTS ALL PERSONS, REGARDLESS OF THEIR ABILITY TO PAY;4. MAINTAINING AN OPEN MEDICAL STAFF, SUBJECT TO EXCLUSIVE CONTRACTS FOR HOSPITAL-BASED SERVICES SUCH AS ANESTHESIOLOGY, RADIOLOGY, PATHOLOGY, HOSPITALIST, AND EMERGENCY DEPARTMENT SERVICES, TO THE EXTENT AN EXCLUSIVE CONTRACT FOR THOSE SERVICES IS REQUIRED TO OBTAIN PROPER STAFFING COVERAGE OR TO PERMIT A MORE EFFICIENT DELIVERY OF THOSE SERVICES WITHIN HOSPITAL FACILITIES;5. MAINTAINING A GOVERNING BOARD CONSISTING PRIMARILY OF A BROAD CROSS-SECTION OF LEADERS IN THE COMMUNITY;6. ADOPTING AND APPLYING A CONFLICT-OF-INTEREST POLICY, WHICH APPLIES TO THE GOVERNING BOARD AND ORGANIZATION OFFICERS;7. PROVIDING HEALTH EDUCATION LECTURES AND WORKSHOPS;8. PROVIDING HEALTH FAIRS, EDUCATION ON SPECIFIC DISEASES OR CONDITIONS, AND HEALTH PROMOTION AND WELLNESS PROGRAMS TO COMMUNITIES SERVED; 9. PROVIDING SUPPORT GROUPS AND SELF-HELP PROGRAMS TO COMMUNITIES SERVED;10. PROVIDING COMMUNITY-BASED CLINICAL SERVICES, INCLUDING WITHOUT LIMITATION, HEALTH SCREENINGS AND CLINICS FOR UNINSURED OR UNDERINSURED PERSONS TO COMMUNITIES SERVED;11. PROVIDING HEALTHCARE SUPPORT SERVICES, INCLUDING WITHOUT LIMITATION, INFORMATION AND REFERRAL TO COMMUNITY SERVICES, CASE MANAGEMENT OF UNDERINSURED AND UNINSURED PERSONS, TELEPHONE INFORMATION SERVICES AND ASSISTANCE TO ENROLL IN PUBLIC PROGRAMS, SUCH AS STATE CHILDREN'S HEALTH INSURANCE PROGRAM (SCHIP) AND MEDICAID TO COMMUNITIES SERVED;12. PROVIDING SUBSIDIZED HEALTH SERVICES AND CLINICAL PROGRAMS TO COMMUNITIES SERVED;13. PROVIDING CASH AND IN-KIND CONTRIBUTIONS TO NONPROFIT COMMUNITY HEALTHCARE ORGANIZATIONS IN COMMUNITIES SERVED; AND14. GENERALLY PROMOTING THE HEALTH, WELLNESS, AND WELFARE OF COMMUNITIES SERVED BY PROVIDING QUALITY HEALTHCARE SERVICES AT REASONABLE COST.
PART VI, LINE 6:	PART VI, LINE 6: AFFILIATED HEALTH CARE SYSTEMTHE ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, A NON-PROFIT INTEGRATED GROUP OF HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS AND OTHER HEALTHCARE SERVICE PROVIDERS. NOVANT HEALTH IS RANKED AS ONE OF THE NATION'S TOP 20 INTEGRATED HEALTHCARE SYSTEMS - CARING FOR PATIENTS AND COMMUNITIES IN NORTH AND SOUTH CAROLINA. EACH HOSPITAL FACILITY PROVIDES SUBSTANTIAL COMMUNITY BENEFIT TO THE COMMUNITY SERVED, AS REPORTED INDIVIDUALLY ON EACH HOSPITAL ORGANIZATION'S FORM 990, SCHEDULE H. SYSTEM-WIDE COMMUNITY BENEFIT IS DOCUMENTED IN THE COMMUNITY BENEFIT REPORT, LOCATED AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/. PLEASE NOTE THAT THE NUMERIC INFORMATION IN THIS REPORT IS NOT BASED UPON THE FORM 990, SCHEDULE H INSTRUCTIONS, BUT RATHER IS PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES. THIS COMMUNITY BENEFIT REPORT SHOULD NOT BE RELIED UPON AS THE SUM OF AFFILIATE ORGANIZATION'S FORM 990, SCHEDULE H COMMUNITY BENEFIT, OR IN ALIGNMENT WITH ITS COMMUNITY HEALTH NEEDS ASSESSMENT OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY. THERE ARE SIGNIFICANT COMMUNITY BENEFIT ACTIVITIES WITHIN NOVANT HEALTH WHICH MAY NOT BE REPORTABLE ON A FORM 990 SCHEDULE H BECAUSE THEY ARE NOT CONDUCTED BY A LEGAL ENTITY WHICH OWNS OR OPERATES A HOSPITAL.IN ADDITION TO HOSPITALS, THE NOVANT HEALTH INTEGRATED HEALTHCARE SYSTEM INCLUDES MULTIPLE PHYSICIAN ORGANIZATIONS WITH PRACTICES IN NORTH AND SOUTH CAROLINA, AND SIX HOSPITAL FOUNDATIONS WHICH SUPPORT AND ENHANCE THE ACTIVITIES IN THOSE HOSPITALS' COMMUNITIES. FURTHER, NOVANT HEALTH INCLUDES AMBULATORY SURGERY CENTERS, IMAGING CENTERS, REHABILITATION CENTERS, AND OTHER OUTPATIENT FACILITIES; ALL DEDICATED TO PROMOTING THE HEALTH OF THEIR RESPECTIVE COMMUNITIES.
PART VI, LINE 7: STATE FILING OF COMMUNITY BENEFIT REPORT	NOVANT HEALTH, INC. FILES A SYSTEM-WIDE COMMUNITY BENEFIT REPORT PREPARED IN ACCORDANCE WITH THE NORTH CAROLINA HEALTHCARE ASSOCIATION REPORTING GUIDELINES WITH THE NORTH CAROLINA MEDICAL CARE COMMISSION AS PART OF THE DOCUMENTATION REQUIRED FOR THE ISSUANCE OF TAX EXEMPT BOND FINANCING.

Schedule H (Form 990) 2023

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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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
THE PRESBYTERIAN HOSPITAL

Employer identification number
56-0554230

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ADA JENKINS FAMILIES AND CAREER DEVELOPMENT CENTER INC PO BOX 1842 DAVIDSON,NC28036	56-1927067	501(C)(3)	26,000	COMMUNITY OUTREACH
(2) AMERICAN HEART ASSOCIATION INC 7272 GREENVILLE AVENUE DALLAS,TX75231	13-5613797	501(C)(3)	124,200	COMMUNITY OUTREACH
(3) AMERICAN LUNG ASSOCIATION 55 W WACKER DRIVE CHICAGO,IL60601	13-1632524	501(C)(3)	20,000	COMMUNITY OUTREACH
(4) ANGELS AND SPARROWS SOUP KITCHEN INC PO BOX 315 HUNTERSVILLE,NC28070	32-0200979	501(C)(3)	6,500	COMMUNITY OUTREACH
(5) CANCER SERVICES OF GASTON COUNTY 306 S COLUMBIA STREET GASTONIA,NC28054	56-1164253	501(C)(3)	5,500	COMMUNITY OUTREACH
(6) CARE RING INC 601 E 5TH STREET SUITE 140 CHARLOTTE,NC28202	56-0621073	501(C)(3)	30,000	COMMUNITY OUTREACH
(7) CCCP COMMUNITY TRUST 200 S TRYON STREET STE 1600 CHARLOTTE,NC28202	01-0554275	501(C)(3)	130,000	COMMUNITY OUTREACH
(8) CENTER FOR PREVENTION SERVICES 1117 EAST MOREHEAD ST CHARLOTTE,NC28204	56-0999338	501(C)(3)	20,000	COMMUNITY OUTREACH
(9) CENTRAL PIEDMONT COMMUNITY COLLEGE SERVICES CORPORATION PO BOX 35009 CHARLOTTE,NC28235	56-2244952	501(C)(3)	10,000	COMMUNITY OUTREACH
(10) CHARLOTTE AFFILIATE OF THE SUSAN G KOMEN BREAST CANCER FOUNDATION INC 5005 LBJ FREEWAY SUITE 250 DALLAS,TX75244	75-2854959	501(C)(3)	10,000	COMMUNITY OUTREACH
(11) CHARLOTTE BRIDGE HOME INC 2200 E 7TH STREET CHARLOTTE,NC28204	45-2350728	501(C)(3)	7,500	COMMUNITY OUTREACH
(12) CHARLOTTE CENTER FOR URBAN MINISTRY INC 945 NORTH COLLEGE STREET CHARLOTTE,NC28206	56-1837620	501(C)(3)	150,000	COMMUNITY OUTREACH
(13) CHARLOTTE COMMUNITY HEALTH CLINIC INC 8401 MEDICAL PLAZA DR SUITE 300 CHARLOTTE,NC28262	56-2274174	501(C)(3)	400,000	COMMUNITY OUTREACH
(14) CHARLOTTE FAMILY HOUSING 300 HAWTHORNE LANE THIRD FLOOR CHARLOTTE,NC28204	58-1599120	501(C)(3)	15,000	COMMUNITY OUTREACH
(15) CHARLOTTE MECKLENBURG LIBRARY FOUNDATION 220 N TRYON ST CHARLOTTE,NC28202	46-1172548	501(C)(3)	103,250	COMMUNITY OUTREACH
(16) CHARLOTTE RESCUE MISSION 907 WEST FIRST STREET CHARLOTTE,NC28202	56-0571223	501(C)(3)	18,000	COMMUNITY OUTREACH
(17) CHARLOTTE SPEECH AND HEARING CENTER INC 741 KENILWORTH AVENUE CHARLOTTE,NC28204	56-0892041	501(C)(3)	15,000	COMMUNITY OUTREACH
(18) CHARLOTTE SYMPHONY ORCHESTRA SOCIETY INC 128 S TRYON STREET STE 350 CHARLOTTE,NC28202	56-6011568	501(C)(3)	200,000	COMMUNITY OUTREACH
(19) COMMUNITIES IN SCHOOLS OF CHARLOTTE-MECKLENBURG INC 601 EAST 5TH STREET CHARLOTTE,NC28202	58-1661795	501(C)(3)	15,000	COMMUNITY OUTREACH
(20) COMMUNITY BUILDING INITIATIVE 601 EAST FIFTH STREET 460 CHARLOTTE,NC28202	20-2892726	501(C)(3)	30,000	COMMUNITY OUTREACH
(21) DIGI-BRIDGE 1026 JAY STREET SUITE B 128 CHARLOTTE,NC28208	46-4859045	501(C)(3)	15,000	COMMUNITY OUTREACH
(22) DISCOVERY PLACE INC 301 NORTH TRYON STREET CHARLOTTE,NC28202	56-0529944	501(C)(3)	143,000	COMMUNITY OUTREACH
(23) FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE,NC28202	56-6047886	501(C)(3)	806,071	COMMUNITY OUTREACH
(24) FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD REESE 412 CHARLOTTE,NC28223	56-6059417	501(C)(3)	17,104	COMMUNITY OUTREACH
(25) FREEDOM SCHOOL PARTNERS INC 1030 AROSA AVENUE CHARLOTTE,NC28203	56-2169158	501(C)(3)	10,000	COMMUNITY OUTREACH
(26) GIRLS ON THE RUN INTERNATIONAL 801 E MOREHEAD ST NO 201 CHARLOTTE,NC28202	56-2201835	501(C)(3)	10,000	COMMUNITY OUTREACH
(27) GOJENGO FOUNDATION INC 7804 FAIRVIEW RD CHARLOTTE,NC28226	27-0895849	501(C)(3)	20,000	COMMUNITY OUTREACH
(28) HEALTHREACH COMMUNITY CLINIC INC 400 E STATESVILLE AVE MOORESVILLE,NC28115	20-1020941	501(C)(3)	12,300	COMMUNITY OUTREACH
(29) JDRF INTERNATIONAL 26 BROADWAY 15TH FL NEW YORK,NY10004	23-1907729	501(C)(3)	20,000	COMMUNITY OUTREACH
(30) JUNIOR ACHIEVEMENT OF CENTRAL CAROLINAS INC 201 S TRYON STREET NO LL100 CHARLOTTE,NC28202	56-0672085	501(C)(3)	26,550	COMMUNITY OUTREACH
(31) LAKE NORMAN CHAMBER OF COMMERCE 19900 W CATAWBA AVE STE 101 CORNELIUS,NC28031	56-1574848	501(C)(6)	6,925	COMMUNITY OUTREACH
(32) LAKE NORMAN COMMUNITY HEALTH CLINIC PO BOX 2398 HUNTERSVILLE,NC28070	04-3723062	501(C)(3)	130,000	COMMUNITY OUTREACH
(33) LATIN AMERICA CHAMBER OF COMMERCE OF CHARLOTTE 145C SCALEYBARK RD CHARLOTTE,NC28209	41-5840747	501(C)(6)	15,000	COMMUNITY OUTREACH
(34) LATIN AMERICANS WORKING FOR ACHIEVEMENT PO BOX 78150 CHARLOTTE,NC28271	56-1781060	501(C)(3)	14,000	COMMUNITY OUTREACH
(35) LOAVES AND FISHES INC 648 GRIFFITH RD SUITE B CHARLOTTE,NC28217	56-1398498	501(C)(3)	127,500	COMMUNITY OUTREACH
(36) MARCH OF DIMES FOUNDATION 1275 MAMARONECK AVENUE WHITE PLAINS,NY10605	13-1846366	501(C)(3)	19,500	COMMUNITY OUTREACH
(37) MARTIN TRUEX JR FOUNDATION INC 156 CAYUGA DR MOORESVILLE,NC28117	26-0654126	501(C)(3)	15,000	COMMUNITY OUTREACH
(38) MECKLENBURG COUNTY 700 E 4TH STREET STE 400 CHARLOTTE,NC28202	56-6000319	GOVERNMENT	160,000	COMMUNITY OUTREACH
(39) MEDASSIST OF MECKLENBURG DBA NC MEDASSIST 4428 TAGGART CREEK ROAD CHARLOTTE,NC28208	56-2018957	501(C)(3)	36,500	COMMUNITY OUTREACH
(40) NC PROFESSIONALS HEALTH PROGRAM 220 HORIZON DR NO 201 RALEIGH,NC27615	56-1846599	501(C)(3)	10,000	COMMUNITY OUTREACH
(41) NORTH CAROLINA PERFORMING ARTS CENTER AT CHARLOTTE FOUNDATION 130 NORTH TRYON STREET CHARLOTTE,NC28202	58-1791724	501(C)(3)	25,000	COMMUNITY OUTREACH
(42) OPERA CAROLINA 1600 ELIZABETH AVENUE CHARLOTTE,NC28204	56-6019660	501(C)(3)	15,000	COMMUNITY OUTREACH
(43) PAT'S PLACE CHILD ADVOCACY CENTER 901 EAST BLVD CHARLOTTE,NC28203	20-1820596	501(C)(3)	20,000	COMMUNITY OUTREACH
(44) PROJECT 658 INC 3646 CENTRAL AVENUE CHARLOTTE,NC28205	46-2956418	501(C)(3)	207,556	COMMUNITY OUTREACH
(45) RAIN INC 601 EAST FIFTH STREET SUITE 470 CHARLOTTE,NC28202	56-1825247	501(C)(3)	20,000	COMMUNITY OUTREACH
(46) REACH OUT AND READ INC 89 SOUTH STREET STE 201 BOSTON,MA02111	04-3481253	501(C)(3)	25,000	COMMUNITY OUTREACH
(47) ROTARY CLUB OF LAKE NORMAN HUNTERSVILLE INC PO BOX 2306 HUNTERSVILLE,NC28070	26-2902286	501(C)(3)	20,000	COMMUNITY OUTREACH
(48) SAFE ALLIANCE INC 601 EAST FIFTH STREET SUITE 400 CHARLOTTE,NC28202	56-0529967	501(C)(3)	22,500	COMMUNITY OUTREACH
(49) SAMARITAN HOUSE INC 611 FORTUNE ST CHARLOTTE,NC28205	83-0378196	501(C)(3)	50,000	COMMUNITY OUTREACH
(50) SAMARITAN'S FEET INTERNATIONAL 4808 CHESAPEAKE DR CHARLOTTE,NC28216	14-1880905	501(C)(3)	15,000	COMMUNITY OUTREACH
(51) SECOND HARVEST FOOD BANK OF METROLINA INC 500 B SPRATT STREET CHARLOTTE,NC28206	56-1352593	501(C)(3)	20,000	COMMUNITY OUTREACH
(52) SHARE CHARLOTTE 1026 JAY STREET SUITE B7 CHARLOTTE,NC28208	81-2451536	501(C)(3)	17,000	COMMUNITY OUTREACH
(53) SUPPORTIVE HOUSING COMMUNITIES 601 E FIFTH STREET SUITE 255 CHARLOTTE,NC28205	58-2067479	501(C)(3)	20,000	COMMUNITY OUTREACH
(54) THE DEANGELO WILLIAMS FOUNDATION PO BOX 78182 CHARLOTTE,NC28271	83-0483862	501(C)(3)	10,000	COMMUNITY OUTREACH
(55) THE HELPS EDUCATION FUND INC PO BOX 6667 RALEIGH,NC27628	45-2046989	501(C)(3)	20,000	COMMUNITY OUTREACH
(56) THE LEARNING COLLABORATIVE 3241 SAM DRENAN ROAD CHARLOTTE,NC28205	56-1668333	501(C)(3)	10,000	COMMUNITY OUTREACH
(57) THE LEUKEMIA & LYMPHOMA SOCIETY INC 3 INTERNATIONAL DR RYE BROOK,NY10573	13-5644916	501(C)(3)	10,000	COMMUNITY OUTREACH
(58) THE RELATIVES INC 6220 THERMAL ROAD CHARLOTTE,NC28211	56-1082022	501(C)(3)	20,000	COMMUNITY OUTREACH
(59) THE SALVATION ARMY 7361 AIRLINE HIGHWAY BATON ROUGE,LA70805	58-0660607	501(C)(3)	10,000	COMMUNITY OUTREACH
(60) TOWN OF CORNELIUS PO BOX 399 CORNELIUS,NC28031	56-6001209	GOVERNMENT	14,050	COMMUNITY OUTREACH
(61) TOWN OF HUNTERSVILLE PO BOX 664 HUNTERSVILLE,NC28070	56-6001252	GOVERNMENT	38,000	COMMUNITY OUTREACH
(62) UNITED NEGRO COLLEGE FUND INC 1805 7TH STREET NW WASHINGTON,DC20001	13-1624241	501(C)(3)	23,500	COMMUNITY OUTREACH
(63) URBANPROMISE CHARLOTTE 5214 MURRAYHILL ROAD CHARLOTTE,NC28210	47-2302870	501(C)(3)	15,000	COMMUNITY OUTREACH
(64) WORLD AFFAIRS COUNCIL OF CHARLOTTE 227 CHHS 9201 UNIVERSITY CITY BLVD CHARLOTTE,NC28223	58-1606811	501(C)(3)	17,700	COMMUNITY OUTREACH
(65) YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF THE CENTRAL CAROLINAS INC 3420 PARK RD CHARLOTTE,NC28209	56-0532139	501(C)(3)	17,500	COMMUNITY OUTREACH
(66) FLORENCE CRITTENTON SERVICES 3350 HOLABIRD LN CHARLOTTE,NC28208	56-0577626	501(C)(3)	50,000	COMMUNITY OUTREACH
(67) COLON CANCER COALITION 5666 LINCOLN DR STE 270 EDINA,MN55436	30-0377727	501(C)(3)	10,000	COMMUNITY OUTREACH

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2023

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIPS	46	69,279
(2) MEDICATION TO INDIGENT PATIENTS	1990		100,710	FMV	MEDICATION FOR INDIGENT PATIENTS
(3) PATIENT ASSISTANCE	38	17,086
(4) PATIENT TRANSPORTATION	2853		799,803	FMV	TRANSPORTATION FOR INDIGENT PATIENTS
(5) ZOLL LIFE VEST	9		29,200	FMV	LIFEVEST
(5)
(6)
(7)

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 FILING ORGANIZATION IS PART OF THE INTEGRATED HEALTHCARE SYSTEM OPERATED BY NOVANT HEALTH, INC. ("NOVANT HEALTH"), THE PARENT ORGANIZATION. NOVANT HEALTH'S BYLAWS AUTHORIZE IT TO ESTABLISH CERTAIN POLICIES FOR ALL OF ITS SUBSIDIARIES WITHIN THE SYSTEM. NOVANT HEALTH HAS ESTABLISHED 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 FILING 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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

THE PRESBYTERIAN HOSPITAL

Employer identification number

56-0554230

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

Yes

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 on Line 1a? ....

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on 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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

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 on 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, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1FRED HARGETT EVP/CFO (TO 9/6/23)	(i) (ii)	0 ------------- 886,648	0 ------------- 1,074,292	0 ------------- 439,730	0 ------------- 19,800	0 ------------- 30,905	0 ------------- 2,451,375	0 ------------- 0
2SAAD EHTISHAM TRUSTEE, SVP, PRES NHPMC/GCM	(i) (ii)	675,984 ------------- 0	471,385 ------------- 0	112,861 ------------- 0	126,976 ------------- 0	45,711 ------------- 0	1,432,917 ------------- 0	59,062 ------------- 0
3SIDNEY FLETCHER MD SVP, CH CLIN OFF	(i) (ii)	553,843 ------------- 0	408,089 ------------- 0	129,275 ------------- 0	107,879 ------------- 0	50,754 ------------- 0	1,249,840 ------------- 0	74,607 ------------- 0
4PETER TURK MD FACS GENERAL SURGEON	(i) (ii)	703,616 ------------- 0	302,380 ------------- 0	33,684 ------------- 0	19,800 ------------- 0	26,501 ------------- 0	1,085,981 ------------- 0	0 ------------- 0
5GEOFFREY GARDNER CFO (FR 9/6/23)	(i) (ii)	0 ------------- 496,309	0 ------------- 343,441	0 ------------- 69,356	0 ------------- 98,858	0 ------------- 29,891	0 ------------- 1,037,855	0 ------------- 25,993
6JANELLE FAUCI MD OBGYN GYN ONC	(i) (ii)	424,183 ------------- 0	502,828 ------------- 0	32,636 ------------- 0	19,800 ------------- 0	25,102 ------------- 0	1,004,549 ------------- 0	0 ------------- 0
7KELLIE SCHNEIDER MD OBGYN GYN ONC	(i) (ii)	584,564 ------------- 0	328,255 ------------- 0	16,385 ------------- 0	19,800 ------------- 0	25,047 ------------- 0	974,051 ------------- 0	0 ------------- 0
8JOHN MCDONALD MD CLIN PHYS EXEC	(i) (ii)	784,454 ------------- 0	20,000 ------------- 0	19,672 ------------- 0	19,800 ------------- 0	40,068 ------------- 0	883,994 ------------- 0	0 ------------- 0
9JAMIE FEINOUR COO PMC, PRES NHCOH	(i) (ii)	438,784 ------------- 0	261,160 ------------- 0	36,816 ------------- 0	19,800 ------------- 0	45,455 ------------- 0	802,015 ------------- 0	0 ------------- 0
10DAVID VOELLINGER MD TRUSTEE (TO 4/30/23)	(i) (ii)	0 ------------- 449,238	0 ------------- 263,865	0 ------------- 20,820	0 ------------- 19,800	0 ------------- 42,740	0 ------------- 796,463	0 ------------- 0
11MICHAEL RILEY FMR KE (12/31/21)	(i) (ii)	363,147 ------------- 0	254,678 ------------- 0	34,665 ------------- 0	19,800 ------------- 0	26,460 ------------- 0	698,750 ------------- 0	0 ------------- 0
12LARRY WEEMS II MD FMR KE (12/31/21)	(i) (ii)	0 ------------- 121,522	0 ------------- 326,319	0 ------------- 51,725	0 ------------- 5,981	0 ------------- 8,123	0 ------------- 513,670	0 ------------- 22,138
13KATRINA KING FMR KE (12/31/21)	(i) (ii)	0 ------------- 241,541	0 ------------- 137,674	0 ------------- 45,396	0 ------------- 15,397	0 ------------- 23,627	0 ------------- 463,635	0 ------------- 0
14KIMBERLY CASE MD TRUSTEE	(i) (ii)	0 ------------- 272,544	0 ------------- 25,000	0 ------------- 37,129	0 ------------- 17,664	0 ------------- 11,763	0 ------------- 364,100	0 ------------- 0
15KELLI SADLER FMR KE (12/31/21)	(i) (ii)	17,460 ------------- 0	170,343 ------------- 0	1,442 ------------- 0	1,153 ------------- 0	1,912 ------------- 0	192,310 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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 MEETING APPLICABLE POLICY CRITERIA. 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. DISCRETIONARY SPENDING ACCOUNT: CERTAIN EXECUTIVES RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THE DOLLAR AMOUNT IN THE ACCOUNT IS PRE-APPROVED BY THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES. THE EXECUTIVE MAY DEFER THE AMOUNT TO A RETIREMENT ACCOUNT OR THE AMOUNT IS TREATED AS COMPENSATION AND IS SPREAD OUT OVER THE COURSE OF THE YEAR IN THE EXECUTIVE'S PAYCHECKS AS TAXABLE INCOME. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: WE PROVIDE TEMPORARY HOUSING ALLOWANCES IN CERTAIN EXECUTIVE RECRUITMENT AND RELOCATION PACKAGES. 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.
PART I, LINE 3	THE FILING ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, AN INTEGRATED HEALTHCARE SYSTEM AND RELIES UPON NOVANT HEALTH, INC., THE PARENT ORGANIZATION, TO USE THE PROCESS DESCRIBED IN PART VI, LINE 15A/15B OF THIS RETURN TO ESTABLISH COMPENSATION FOR CERTAIN EXECUTIVES. THIS PROCESS ADHERES TO THE REQUIREMENTS SET FORTH TO SECURE THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT AND DISINTERESTED MEMBERS OF A COMPENSATION COMMITTEE, CONSULTATION WITH INDEPENDENT COMPENSATION CONSULTANTS, THE UTILIZATION OF THIRD-PARTY COMPARABILITY DATA SUCH AS PUBLISHED COMPENSATION SURVEYS, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
PART I, LINE 4B	PART I, LINES 4A-C: SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SEVERANCE NONE NONQUALIFIED SAAD EHTISHAM $68,611 SIDNEY FLETCHER MD $85,410 GEOFFREY GARDNER $25,993 LARRY WEEMS II MD $22,138 EQUITY-BASED NONE
PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS:	THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") IS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES, AND TO OFFER COMPETITIVE TOTAL COMPENSATION. GENERALLY, ANNUAL CONTRIBUTIONS TO THE PLAN OR PAYMENTS TO PARTICIPANTS WILL BE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST OF THE PREVIOUS PLAN YEAR AND ARE REPORTED IN COLUMN (C) OF SCHEDULE J. PRIOR TO MAKING THE CONTRIBUTIONS OR PAYMENTS, THE NOVANT HEALTH COMPENSATION AND LEADERSHIP COMMITTEE ("COMMITTEE") WILL APPROVE THE AMOUNTS AS TO REASONABLENESS, WHEN COMBINED WITH ALL OTHER ANNUAL COMPENSATION. A 3 YEAR CLASS-YEAR VESTING PERIOD WILL APPLY UP TO AGE 62, WHEN ALL MONEY WOULD BE VESTED AND PAID OUT TO THE PARTICIPANT. OTHERWISE, VESTING WILL OCCUR ON JANUARY 1ST OF EACH YEAR FOR THE APPROPRIATE CLASS-YEAR VESTING PERIOD. THE COMMITTEE REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS, INCLUDING THE AMOUNTS AWARDED UNDER THIS SERP.

Schedule J (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

THE PRESBYTERIAN HOSPITAL

Employer identification number

56-0554230

Return Reference	Explanation
FORM 990, PI, L1: ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES	NOVANT HEALTH IS A NON-PROFIT INTEGRATED HEALTHCARE SYSTEM OF 15 MEDICAL CENTERS WITH MORE THAN 35,000 EMPLOYEES AND 1,800 PHYSICIANS IN OVER 800 LOCATIONS, AS WELL AS NUMEROUS OUTPATIENT SURGERY CENTERS, MEDICAL PLAZAS, REHABILITATION PROGRAMS, DIAGNOSTIC IMAGING CENTERS AND COMMUNITY HEALTH OUTREACH PROGRAMS. HEADQUARTERED IN WINSTON-SALEM, NORTH CAROLINA, NOVANT HEALTH'S TEAM MEMBERS AND PHYSICIAN PARTNERS CARE FOR PATIENTS AND COMMUNITIES IN NORTH CAROLINA, SOUTH CAROLINA AND GEORGIA. THE NOVANT HEALTH INTEGRATED HEALTHCARE SYSTEM OPERATES TO CARRY OUT ITS CHARITABLE MISSION OF IMPROVING THE HEALTH OF COMMUNITIES IT SERVES AND MAKING HEALTHCARE REMARKABLE FOR PATIENTS. NOVANT HEALTH ACCOMPLISHES THAT MISSION BY PROVIDING AND SUPPORTING EXCELLENT HEALTHCARE FACILITIES AND PHYSICIAN PRACTICES AND BY MAKING A COMMITMENT TO COMMUNITY OUTREACH/SERVICE THROUGH THE PROVISION OF COMMUNITY BENEFIT PROGRAMS. BY BRINGING TOGETHER WORLD-CLASS TECHNOLOGY AND CLINICIANS TO PROVIDE QUALITY CARE, NOVANT HEALTH IS COMMITTED TO CREATING A HEALTHCARE EXPERIENCE THAT IS SIMPLER, MORE CONVENIENT, AND MORE AFFORDABLE SO PATIENTS CAN FOCUS ON GETTING BETTER AND STAYING HEALTHY. IN 2023, NOVANT HEALTH PROVIDED NEARLY 7 MILLION PATIENT VISITS AND OVER $1.5 BILLION OF COMMUNITY BENEFIT EXPENDITURES SYSTEM-WIDE. IN ADDITION TO PROVIDING A HIGH QUALITY, COMPREHENSIVE CATALOG OF HEALTHCARE SERVICES, NOVANT HEALTH OFFERS A ROBUST PATIENT FINANCIAL ASSISTANCE PROGRAM, WORKING WITH ITS PATIENTS TO ASSIST WITH ESTABLISHING REASONABLE PAYMENT PLANS, DISCOUNTING PATIENT BILLS, AND PROVIDING FREE CARE FOR THOSE THAT QUALIFY UNDER ITS FINANCIAL ASSISTANCE POLICY. THE PRESBYTERIAN HOSPITAL IS AN INTEGRAL PART OF THE NOVANT HEALTH SYSTEM AND INCLUDES TWO HOSPITAL FACILITIES IN THREE LOCATIONS AS FOLLOWS: NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER ("NHPMC"), NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER ("NHHMC"), AND NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL ("NHCOH"). - NHPMC IS A 576-BED HOSPITAL IN CHARLOTTE, NC THAT CONSISTENTLY RANKS AMONG THE BEST IN THE NATION FOR QUALITY, OFFERING THE LATEST IN DIAGNOSTIC/TREATMENT SERVICES AND PROVIDING SPECIALIZED CARE TO PATIENTS WITH CANCER. NHPMC IS HOME TO NOVANT HEALTH HEMBY CHILDREN'S HOSPITAL, WHICH PROVIDES PATIENTS ACCESS TO THE MOST ADVANCED RESEARCH, PROGRAMS, TECHNOLOGIES AND CLINICAL TECHNIQUES. NHPMC WAS NOVANT HEALTH'S FIRST FACILITY TO RECEIVE A TRAUMA DESIGNATION AND IS THE FIRST CHARLOTTE HOSPITAL TO BE DESIGNATED AN ADVANCED COMPREHENSIVE STROKE CENTER. - NHHMC IS A 139-BED COMMUNITY HOSPITAL IN HUNTERSVILLE, NC THAT OFFERS A WIDE RANGE OF SERVICES IN EMERGENCY, MATERNITY, SURGERY, PEDIATRICS, CARDIOVASCULAR, CANCER AND OUTPATIENT CARE. - NHCOH IS A SPECIALTY HOSPITAL IN CHARLOTTE, NC THAT OFFERS ADVANCED DIAGNOSTIC IMAGING, SPORTS MEDICINE, PAIN MANAGEMENT, INNOVATIVE SURGICAL AND REHABILITATION SERVICES. NHCOH IS THE CHARLOTTE REGION'S ONLY ORTHOPEDIC HOSPITAL AND ONE OF A FEW SUCH HOSPITALS IN THE COUNTRY. COMMUNITY OUTREACH COMMUNITY OUTREACH IS A CRITICAL COMPONENT TO THE MISSION OF NOVANT HEALTH. THE HEALTHCARE SYSTEM PROVIDES HUNDREDS OF PROGRAMS THAT SERVE PATIENTS, NEIGHBORS, AND SOME OF THE COMMUNITIES' MOST VULNERABLE CITIZENS. NOVANT HEALTH ALSO PROVIDES FINANCIAL ASSISTANCE (I.E., CHARITY CARE) FOR ITS QUALIFIED UNINSURED PATIENTS, CATASTROPHIC SETTLEMENTS AND LONG-TERM PAYMENT PLANS TO MEDICALLY INDIGENT PATIENTS, SERVICES TO PATIENTS WITH MEDICARE, MEDICAID, AND OTHER GOVERNMENT MEDICAL PROGRAM COVERAGE (REIMBURSED AT LESS THAN COST), COMMUNITY HEALTH EDUCATION, SUPPORT GROUPS, SUBSIDIZED OUTREACH SERVICES, AND COMMUNITY EVENTS/SCREENINGS. IN ADDITION, NOVANT HEALTH PARTICIPATES IN MEDICAL RESEARCH, AS WELL AS ACADEMIC HEALTH PROGRAMS AND PARTNERSHIPS WITH A DIVERSE GROUP OF ORGANIZATIONS TO PROVIDE OTHER COMMUNITY INITIATIVES. NOVANT HEALTH IS ALSO COMMITTED TO SUPPORTING THE COMMUNITIES IT SERVES THROUGH CHARITABLE CONTRIBUTIONS TO COMMUNITY-BASED PROGRAMS THAT IMPROVE HEALTH EQUITY AND UPWARD MOBILITY FOR THOSE WHO NEED IT MOST. TOWARD THAT GOAL, NOVANT HEALTH INVESTS IN COMMUNITY-BASED PROGRAMS THAT ALIGN WITH ITS TWO INVESTMENT PRIORITIES OF DEVELOPING HEALTHY COMMUNITIES AND EXPANDING OPPORTUNITIES FOR HEALTHCARE EDUCATION. THE ANNUAL NOVANT HEALTH COMMUNITY IMPACT REPORT, AVAILABLE AT HTTPS://WWW.NOVANTHEALTH.ORG/ABOUT/COMMUNITY/COMMUNITY-HEALTH-NEEDS/, INCLUDES QUALITATIVE AND QUANTITATIVE INFORMATION REGARDING THE HEALTHCARE SYSTEM'S COMMUNITY BENEFIT EFFORTS AND ACHIEVEMENTS. FOR 2023, NOVANT HEALTH'S SYSTEM-WIDE COMMUNITY BENEFIT EXPENDITURES TOTALED APPROXIMATELY $1.61 BILLION, INCLUDING $225 MILLION OF FINANCIAL ASSISTANCE. NOTE: NUMERIC DATA IN THIS REPORT IS NOT BASED UPON FORM 990, SCHEDULE H INSTRUCTIONS, BUT RATHER IN ACCORDANCE WITH NORTH CAROLINA HEALTHCARE ASSOCIATION COMMUNITY BENEFIT REPORTING GUIDELINES. NOVANT HEALTH COMMUNITY IMPACT REPORT SHOULD NOT BE RELIED UPON AS EQUIVALENT TO FORM 990, SCHEDULE H COMMUNITY BENEFIT, COMMUNITY HEALTH NEEDS ASSESSMENT OR COMMUNITY BENEFIT IMPLEMENTATION STRATEGY REPORTING. NHPMC SUPPORTED THE COMMUNITY IN 2023 THROUGH RESOURCES, SCREENINGS/CLINICS, HEALTH EDUCATION INITIATIVES, SUPPORT GROUPS, NUTRITION, EXERCISE AND WELLNESS INITIATIVES, IN-KIND DONATIONS, SOCIAL AND ENVIRONMENTAL IMPROVEMENT ACTIVITIES, AND MORE. SOME EXAMPLES OF RESOURCES PROVIDED TO THE COMMUNITY INCLUDE: - MYCOMMUNITY ACCESS, WHICH ENABLED COMMUNITY MEMBERS TO SEARCH FOR FREE OR REDUCED COST RESOURCES LOCATED WITHIN THE COMMUNITY. NOVANT PAID THE ANNUAL FEES FOR THIS PLATFORM THAT COMMUNITY MEMBERS WOULD HAVE OTHERWISE HAD TO PAY - PRINTED RESOURCE CARDS FOR ANYONE TO SEARCH FOR LOCAL FREE AND REDUCED COST SERVICES - 'ASK THE EDUCATOR' IN ENGLISH AND SPANISH - COMMUNITY RESOURCE FAIRS - SCREENINGS/CLINICS FOR BLOOD PRESSURE/HYPERTENSION, DENTAL, BREAST CANCER, AND GENERAL HEALTH, IN BOTH STATIONARY AND MOBILE CLINIC SETTINGS - HEALTH EDUCATION INITIATIVES FOR FALL PREVENTION AND BALANCE EDUCATION, MATERNAL & INFANT HEALTH, INFANT CPR, SIBLING PREPARATION, NEWBORN CARE (IN ENGLISH & SPANISH), INFANT SAFETY, DAD'S 411, INFANT CAR SEAT SAFETY, INCREASING COMFORT IN LABOR, POSTPARTUM 101, CHILDBIRTH PREPARATION, AND A FINANCIAL CHECKLIST FOR NEW PARENTS - SUPPORT GROUPS FOR POSTPARTUM SUPPORT, CANCER SUPPORT, TRANSFORMATIVE WRITING WORKSHOPS, A MINDFULNESS CANCER RECOVERY SERIES, TRAUMA SURVIVORS, BREAST CANCER SUPPORT, COLORECTAL CANCER SUPPORT, AND PROSTATE CANCER SUPPORT - NUTRITION, EXERCISE & WELLNESS INITIATIVES WERE PREGNANCY YOGA, MOMMY & BABY YOGA, AND TRADITIONAL YOGA - IN-KIND DONATIONS THROUGH CAR SEAT SAFETY CHECKS, A COAT DRIVE, AND 'PAINT THE PLAYGROUND' TO REDUCE INJURIES - SOCIAL AND ENVIRONMENTAL IMPROVEMENT ACTIVITIES & COMMUNITY BUILDING INITIATIVES TO SUPPORT THE FAITH & HEALTH LATIN COALITION, EDUCATION ON HEALTH AND ENVIRONMENTAL EQUITY, A CONGREGATIONAL HEALTH PROMOTERS CONFERENCE, A CHILD ABUSE AWARENESS EVENT, 'BRIDGES TO HEALTHCARE' INTERN SUPPORT, AND PODCAST PROGRAMMING FOR NAVIGATING HEALTHCARE AND SOCIAL DETERMINANTS OF HEALTH - OTHER SOCIAL/COMMUNITY EDUCATION INITIATIVES INCLUDED ANTI-BULLYING/BULLYING PREVENTION, ADVERSE CHILDHOOD EXPERIENCES, ABUSE AND TRAUMA, HUMAN TRAFFICKING, IMPAIRED DRIVING, PEDESTRIAN SAFETY, BIKE HELMET SAFETY, BACK TO SCHOOL SAFETY, GUN VIOLENCE PREVENTION, TEEN DRIVING EDUCATION, AND CAR SEAT SAFETY (IN ENGLISH & SPANISH) NHHMC PROVIDED MYCOMMUNITY ACCESS (DESCRIBED ABOVE) AND PRINTED RESOURCE CARDS FOR ANYONE TO SEARCH FOR LOCAL FREE AND REDUCED COST SERVICES. HEALTH EDUCATION INITIATIVES INCLUDED AED & CPR DEMONSTRATION AND TRAINING, HANDS ONLY CPR TRAINING, AND HEART HEALTH EDUCATION PROGRAMMING. IN-KIND DONATIONS WERE MADE THROUGH A HYGIENE SUPPLY DRIVE AND BABY HYGIENE PACKING EVENT. NEW TECHNOLOGY & SERVICES WORK CONTINUED ON THE NOVANT HEALTH AGNES BINDER WEISIGER BREAST HEALTH CENTER, LOCATED ADJACENT TO NHPMC. THE CENTER WILL IMPROVE ACCESS TO THE LATEST IN SPECIALTY CARE FOR PATIENTS. THE PROJECT IS A $15 MILLION INVESTMENT THAT WILL EXPAND THE CURRENT BREAST HEALTH CENTER TO 13,500 SQUARE-FEET AND FUNCTION AS A BRAND-NEW, STAND-ALONE AND COMPREHENSIVE BREAST HEALTH CENTER. THE CENTER WILL BE WELL-EQUIPPED WITH THE LATEST IN NEW TECHNOLOGY DESIGNED TO DETECT CANCER AT ITS EARLIEST AND MOST TREATABLE STAGES. MODERN IN DESIGN, THE CENTER WILL FEATURE A MUCH MORE CONVENIENT DROP-OFF AND PICKUP AREA. PATIENTS AND VISITORS WILL ALSO BENEFIT FROM THE BRIGHT AND INVITING NEW LOBBY AND COMFORTABLE NEW WAITING ROOM. VISITORS WILL ALSO APPRECIATE THAT ALL SIGNAGE, ART AND OTHER DESIGN ELEMENTS REFLECT THE LOCAL COMMUNITY. NHPMC RECEIVED UPGRADED LEVEL II TRAUMA DESIGNATION, FOLLOWING A MULTI-YEAR EXPANSION EFFORT TO STRENGTHEN EMERGENCY CARE SERVICES FOR THE GREATER CHARLOTTE COMMUNITY.
FORM 990, PI, L1: CONTINUED	IN FEBRUARY 2023, NHPMC REOPENED A SKILLED NURSING UNIT TO CARE FOR PATIENTS IN NEED OF ADDITIONAL RECOVERY TIME. THE SKILLED NURSING UNIT IS DESIGNED TO PROVIDE AROUND-THE-CLOCK INDIVIDUALIZED CARE AND REHABILITATIVE SERVICES FOR PATIENTS IN AND AROUND CHARLOTTE. THIS INCLUDES PATIENTS WITH CHRONIC OR ACUTE DIAGNOSES, OR THOSE RECOVERING AFTER SURGERY. THE SHORT-STAY UNIT WAS TEMPORARILY REPURPOSED THREE YEARS EARLIER TO HELP CARE FOR THE INFLUX OF PATIENTS WITH COVID-19. IN JUNE 2023, NOVANT HEALTH OPENED ITS FIRST INPATIENT REHABILITATION UNIT IN CHARLOTTE, DESIGNED TO PROVIDE MULTISPECIALTY RESTORATIVE CARE FOR PATIENTS AS THEY TRANSITION HOME FROM THE HOSPITAL. RECOVERY AND REHABILITATION CARE ENCOMPASSES A VARIETY OF MEDICAL CONDITIONS INCLUDING HEART FAILURE, NEUROLOGICAL ISSUES SUCH AS STROKE, OR IN SOME CASES, ORTHOPEDIC SURGERY. THE 10-BED UNIT IS CONVENIENTLY LOCATED INSIDE OF NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL AND WILL ALLOW PATIENTS TO RECEIVE THE COMPREHENSIVE CARE THEY NEED, AT A LOCATION THAT'S CLOSE TO HOME. NHHMC'S NEWEST UPGRADE IS A 5,000 SQUARE-FOOT CHILDREN'S EMERGENCY SERVICES CENTER WITH NINE PRIVATE TREATMENT ROOMS, A TRIAGE ROOM, ADVANCED MEDICAL EQUIPMENT SPECIFICALLY DESIGNED TO TREAT CHILDREN, A TREATMENT ROOM FOR MINOR EMERGENCIES AND SLEEP CHAIRS FOR LATE-NIGHT EMERGENCIES. NHHMC ALSO BEGAN OFFERING 3 NEW PROCEDURES IN 2023: 1. THE PENUMBRA SYSTEM FOR THROMBOSIS IS DESIGNED TO REMOVE CLOTS FROM ARTERIES/VEINS IN THE PERIPHERAL VASCULATURE AND IS USED FOR THE TREATMENT OF PULMONARY EMBOLISM. 2. HIFU IS AN INNOVATIVE, NON-INVASIVE TREATMENT FOR A WIDE RANGE OF TUMORS AND DISEASES WHICH USES AN ULTRASOUND TRANSDUCER, SIMILAR THOSE USED FOR DIAGNOSTIC IMAGING WITH MUCH HIGHER ENERGY. THE TRANSDUCER FOCUSES SOUND WAVES TO GENERATE HEAT AT A SINGLE POINT WITHIN THE BODY TO DESTROY TARGET TISSUE. 3. EBUS (ENDOBRONCHIAL ULTRASOUND) BRONCHOSCOPY IS A PROCEDURE USED TO DIAGNOSE DIFFERENT TYPES OF LUNG DISORDERS, INCLUDING INFLAMMATION, INFECTIONS OR CANCER. AWARDS, RECOGNITIONS & CERTIFICATIONS/RECERTIFICATIONS NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER - "A" RATED HOSPITAL FOR SAFETY FROM THE LEAPFROG GROUP (2023) - GOLD PLUS RATED HOSPITAL FROM AMERICAN HEART ASSOCIATION (2020, 2021, 2022, 2023) - ONE OF THE "TOP 10% HOSPITALS FOR CARDIAC SURGERY" FROM SOCIETY OF THORACIC SURGEONS, 3-STARS - ADVANCED COMPREHENSIVE STROKE CERTIFICATION FROM THE JOINT COMMISSION - "BABY-FRIENDLY" DESIGNATED HOSPITAL FROM THE WORLD HEALTH ORGANIZATION AND THE UNITED NATIONS CHILDREN'S FUND - 5-STAR-RATED HOSPITAL FOR "BREASTFEEDING FRIENDLINESS" FROM NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES - LEADER IN LGBTQ HEALTHCARE EQUALITY FROM HUMAN RIGHTS CAMPAIGN (2017, 2018, 2019, 2020, 2022) - MAGNET RECOGNITION PROGRAM DESIGNATED HOSPITAL FROM THE AMERICAN NURSES CREDENTIALING CENTER - CENTER OF EXCELLENCE IN MINIMALLY INVASIVE GYNECOLOGY FROM SURGICAL REVIEW (2012-PRESENT) - STAR PROGRAM CERTIFICATION FROM ONCOLOGY REHAB PARTNERS NOVANT HEALTH HUNTERSVILLE MEDICAL CENTER - "A" RATED HOSPITAL FOR SAFETY FROM THE LEAPFROG GROUP (2023) - GOLD PLUS RATED HOSPITAL FROM AMERICAN HEART ASSOCIATION (2020, 2021, 2022, 2023) - LEADER IN LGBTQ HEALTHCARE EQUALITY FROM HUMAN RIGHTS CAMPAIGN (2017, 2018, 2019, 2020, 2022) - "BABY-FRIENDLY" DESIGNATED HOSPITAL FROM THE WORLD HEALTH ORGANIZATION AND THE UNITED NATIONS CHILDREN'S FUND - PRIMARY STROKE CENTER CERTIFICATION FROM THE JOINT COMMISSION - HIP AND KNEE JOINT REPLACEMENT CERTIFICATION FROM THE JOINT COMMISSION - 5-STAR-RATED HOSPITAL FOR "BREASTFEEDING FRIENDLINESS" FROM NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES - CANCER PROGRAM ACCREDITATION FROM AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER - STAR PROGRAM CERTIFICATION FROM ONCOLOGY REHAB PARTNERS ACCREDITATION NHPMC AND NHHMC HAVE BEEN FULLY ACCREDITED BY THE JOINT COMMISSION, AN INDEPENDENT ORGANIZATION THAT EVALUATES A HEALTHCARE ORGANIZATION'S PERFORMANCE IN AREAS THAT MOST AFFECT PATIENT HEALTH AND SAFETY. IN ADDITION, THESE HOSPITAL FACILITIES HAVE EARNED THE FOLLOWING ACCREDITATIONS: - AMERICAN ASSOCIATION OF BLOOD BANKS - AMERICAN COLLEGE OF RADIOLOGY - AMERICAN COLLEGE OF RADIOLOGY: MAMMOGRAPHY - AMERICAN COLLEGE OF SURGEONS: CANCER CENTER - COLLEGE OF AMERICAN PATHOLOGY - INTERSOCIETAL ACCREDITATION COMMISSION ECHOCARDIOGRAPHY LABORATORIES - NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS - MAGNET NURSING FACILITY BY THE AMERICAN NURSES CREDENTIALING CENTER
FORM 990, PART III, LINE 1: OUR CAUSE (FKA MISSION, VISION AND VALUES)	IN THE SPIRIT OF KEEPING OUR FOCUS ON PATIENT-CENTERED, EQUITABLE AND COMPASSIONATE CARE WHILE ENSURING OUR ORGANIZATION IS SUSTAINABLE FOR FUTURE GENERATIONS, WE HAVE RESTATED OUR MISSION, VISION AND VALUES AND ARE NOW GUIDED BY OUR CAUSE. OUR CAUSE WE CREATE A HEALTHIER FUTURE AND BRING REMARKABLE EXPERIENCES TO LIFE. DISCOVER WE CONSISTENTLY SEEK TO INNOVATE, COURAGEOUSLY TRANSFORM OURSELVES AND FIND NEW WAYS TO ADD VALUE FOR OUR PATIENTS, COMMUNITIES AND ONE ANOTHER. EMPOWER WE PROVIDE ONE ANOTHER, OUR PATIENTS, FAMILIES AND COMMUNITIES WITH THE RESOURCES AND ENVIRONMENT TO CREATE SHARED ACCOUNTABILITY AND ACTION. THRIVE WE DEMONSTRATE EQUITY, EMPATHY, SAFETY AND QUALITY TO HELP EACH OTHER, AND OUR COMMUNITIES GROW AND SUCCEED. TOGETHER WE WORK AS A TRUSTED TEAM WITH OUR UNIQUE PERSPECTIVES, LIFE EXPERIENCES AND EXPERTISE TO BRING REMARKABLE TO LIFE IN EVERY INTERACTION. WE ALL BELONG.
FORM 990, PART VI, SECTION A, LINE 6	FORM 990, PART VI, SECTION A, LINE 6: CLASSES OF MEMBERS OR STOCKHOLDERS THE CORPORATION IS A NONPROFIT CORPORATION WITH MEMBERS (OR A MEMBER). NOVANT HEALTH, INC. IS THE SOLE MEMBER OF NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC AND NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC IS THE SOLE MEMBER OF THE PRESBYTERIAN HOSPITAL. THE CORPORATE POWERS OF THE PRESBYTERIAN HOSPITAL AND THE AUTHORITY OF ITS TRUSTEES AND OFFICERS IS SUBJECT TO THE CONTROL OF NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC AND ITS SOLE MEMBER NOVANT HEALTH, INC TO THE EXTENT SUCH CONTROL IS SPECIFICALLY DESIGNATED IN THE ARTICLES OF INCORPORATION AND BYLAWS OF NOVANT HEALTH, INC AND IN THE ARTICLES OF ORGANIZATION AND OPERATING AGREEMENT OF NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC.
FORM 990, PART VI, SECTION A, LINE 7A	FORM 990, PART VI, SECTION A, LINE 7A: ELECTION OF MEMBERS AND THEIR RIGHTS THE PRESBYTERIAN HOSPITAL HAS THE SAME BOARD AS NOVANT HEALTH SOUTHERN PIEDMONT REGION, LLC WHICH IS APPOINTED BY NOVANT HEALTH, INC.
FORM 990, PART VI, SECTION A, LINE 7B	FORM 990, PART VI, SECTION A, LINE 7B: DECISIONS SUBJECT TO APPROVAL OF MEMBERS THE BOARD OF NOVANT HEALTH, INC. APPROVES CHANGES MADE TO THE PRESBYTERIAN HOSPITAL BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990, PART VI, SECTION B, LINE 11: ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE BOARD DELEGATES REVIEW OF THE FORM 990 TO NOVANT HEALTH'S BOARD OF TRUSTEES' AUDIT AND COMPLIANCE COMMITTEE ("THE COMMITTEE"), WHICH OVERSEES TAX MATTERS FOR ENTITIES IN THE NOVANT HEALTH SYSTEM. THE COMMITTEE IS THE REVIEW BODY FOR ALL OF THE FORM 990S FILED FOR TAX-EXEMPT ORGANIZATIONS WITHIN THE NOVANT HEALTH SYSTEM. THE COMMITTEE IS PROVIDED A COPY OF FORM 990 AND MEETS TO ADDRESS ANY QUESTIONS AND SIGNIFICANT DISCLOSURES WITHIN THE FORM 990 PRIOR TO ITS FILING WITH THE IRS.
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 QUESTIONNAIRE. THE TRUSTEE ANNUAL DISCLOSURE QUESTIONNAIRES ARE REVIEWED BY THE COMPLIANCE AND TAX DEPARTMENTS. WITH RESPECT TO PARTICULAR TRANSACTIONS THAT COME BEFORE THE BOARD, THE CONFLICT OF INTEREST POLICY WOULD BE FOLLOWED. THE POTENTIAL CONFLICT OF INTEREST WOULD BE DISCLOSED BY THE BOARD MEMBER BEFORE A VOTE ON THE TRANSACTION AND THE REST OF THE BOARD WOULD DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF THE REST OF THE BOARD DETERMINED THAT A CONFLICT OF INTEREST EXISTED THEN THE BOARD MEMBER WITH THE CONFLICT OF INTEREST WOULD NOT PARTICIPATE IN THE DELIBERATIONS AND VOTE.
FORM 990, PART VI, SECTION B, LINE 15	FORM 990, PART VI, SECTION B, LINE 15A/15B: THE FILING ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, AN INTEGRATED HEALTHCARE SYSTEM. INDEPENDENT AND DISINTERESTED BOARD MEMBERS OF THE PARENT ORGANIZATION, NOVANT HEALTH, INC. 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 ("EXECUTIVES") SERVING AS OFFICERS, INCLUDING THE TOP MANAGEMENT & FINANCIAL OFFICIALS, OR KEY EMPLOYEES FOR NOVANT HEALTH ENTITIES. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT AND USES THIRD PARTY COMPARABILITY DATA FOR FUNCTIONALLY SIMILAR POSITIONS AT COMPARABLE ORGANIZATIONS TO ENSURE THAT TOTAL COMPENSATION AND BENEFITS FOR EACH EXECUTIVE IS REASONABLE. 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.
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 B: INDEPENDENT CONTRACTORS	NOVANT HEALTH, INC, A RELATED ORGANIZATION, IS RESPONSIBLE FOR CERTAIN CORPORATE SUPPORT FUNCTIONS OF THE FILING ORGANIZATION, INCLUDING ACCOUNTS PAYABLE AND ISSUANCE OF FORMS 1099. INFORMATION REPORTED IN PART VII, SECTION B REPRESENTS EXPENSES PAID BY NOVANT HEALTH, INC. ON BEHALF OF THE FILING ORGANIZATION TO INDEPENDENT CONTRACTORS OVER $100,000.
FORM 990, PART IX, LINE 6: COMPENSATION OF DISQUALIFIED PERSONS	THE AMOUNTS REPORTED HERE INCLUDE AMOUNTS ATTRIBUTABLE TO DISQUALIFIED PERSONS (DQP) AS DEFINED IN THE INSTRUCTIONS, BUT NOW ALSO INCLUDES AMOUNTS ATTRIBUTABLE TO INDIVIDUALS THAT MAY NOT DEFINITIVELY BE CONSIDERED DQPS UNDER THE 4958 RULES. WE HAVE OPTED TO TAKE A MORE EXPANSIVE APPROACH AS TO WHO MAY BE CONSIDERED A DQP AND REPORT THEM HERE AS WELL.
FORM 990, PART XI, LINE 9:	INVESTMENT IN NORFOLK PARTNERSHIP: 7,246,875. AFFILIATE TRANSFER: -25,272,024. CONTRIBUTIONS: -2,277,127. PARTNERSHIP: -1,702,184.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

THE PRESBYTERIAN HOSPITAL

Employer identification number

56-0554230

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) NOVANT HEALTH PHARMACY SERVICES LLC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 47-4615021	HEALTHCARE	NC	-185	0	THE PRESBYTERIAN HOSPITAL

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?
(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	Yes	No
(1)AUXILIARY OF FORSYTH MEMORIAL HOSPITAL 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-0862112	GIFT SHOP	NC	501(C)(3)	LINE 10	FORSYTH MEMORIAL HOSPITAL INC		No
(2)BRUNSWICK NOVANT MEDICAL CENTER FOUNDATION 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 27-4616751	FUNDRAISING	NC	501(C)(3)	LINE 7	BRUNSWICK COMMUNITY HOSPITAL LLC		No
(3)CAROLINA HEALTHCARE ASSOCIATES INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-2049697	HEALTHCARE STAFFING	NC	501(C)(3)	LINE 3	NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER LLC		No
(4)COMMUNITY GENERAL HOSPITAL FOUNDATION INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-1828629	FUNDRAISING	NC	501(C)(3)	LINE 7	NOVANT HEALTH THOMASVILLE MEDICAL CENTER LLC		No
(5)FORSYTH MEDICAL CENTER FOUNDATION 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-2120959	FUNDRAISING	NC	501(C)(3)	LINE 7	FORSYTH MEMORIAL HOSPITAL INC		No
(6)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		No
(7)FOUNDATION HEALTH SYSTEMS CORP 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-1373175	HEALTHCARE	NC	501(C)(3)	LINE 10	NOVANT HEALTH INC		No
(8)NEW HANOVER REGIONAL MEDICAL CENTER FOUNDATION INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-1752396	FUNDRAISING	NC	501(C)(3)	LINE 7	NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER LLC		No
(9)NHRMC HOME CARE 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 35-2379154	HEALTHCARE	NC	501(C)(3)	LINE 10	PENDER MEMORIAL HOSPITAL INC		No
(10)NOVANT HEALTH INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-1376950	HEALTHCARE	NC	501(C)(3)	LINE 3	N/A		No
(11)NOVANT MEDICAL GROUP INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 58-1728803	HEALTHCARE	NC	501(C)(3)	LINE 3	NMG SERVICES LLC		No
(12)PENDER MEMORIAL HOSPITAL INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-0653348	HEALTHCARE	NC	501(C)(3)	LINE 3	NOVANT HEALTH NEW HANOVER REGIONAL MEDICAL CENTER LLC		No
(13)PRESBYTERIAN HOSPITAL FOUNDATION 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 58-1413074	FUNDRAISING	NC	501(C)(3)	LINE 7	NOVANT HEALTH SOUTHERN PIEDMONT REGION LLC		No
(14)ROWAN REGIONAL MEDICAL CENTER AUXILIARY 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 23-7022472	GIFT SHOP	NC	501(C)(3)	LINE 10	NOVANT HEALTH ROWAN MEDICAL CENTER LLC		No
(15)ROWAN REGIONAL MEDICAL CENTER FOUNDATION INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-1424818	FUNDRAISING	NC	501(C)(3)	LINE 7	NOVANT HEALTH ROWAN MEDICAL CENTER LLC		No
(16)SELF INSURANCE FUND - NOVANT HEALTH INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 58-1867242	INSURANCE	NC	501(C)(3)	LINE 12C, III-FI	NOVANT HEALTH INC		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) SOUTHPARK SURGERY CENTER LLC 2085 FRONTIS PLAZA BLVD WINSTONSALEM,NC27103 87-0714098	HEALTHCARE	NC	THE PRESBYTERIAN HOSPITAL	RELATED	1,700,259	5,732,171		No			No	60.000 %

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?
(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	Yes	No
(1) ADEPT HEALTH INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-2226937	ADMIN SERVICES	NC	N/A	C					No
(2) CHOICEHEALTH INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-1896065	MANAGED CARE	NC	N/A	C					No
(3) COMMUNICARE INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-1952950	RENTAL REAL ESTATE	NC	N/A	C					No
(4) KERNERSVILLE MEDICAL CENTER PARK OWNERS' ASSOCIATION 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 47-1511401	REAL PROPERTY MGMT	NC	N/A	C					No
(5) MEDQUEST INC & SUBSIDIARIES 3480 PRESTON RIDGE RD STE 600 ALPHARETTA,GA30005 22-3860764	DIAGNOSTIC IMAGING	DE	N/A	C					No
(6) SALEM DIAGNOSTICS INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-1513621	INACTIVE	NC	N/A	C					No
(7) SALEM HEALTH SERVICES INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 56-1342654	INACTIVE	NC	N/A	C					No
(8) THE PARK AT MONROE PROPERTY OWNERS ASSOCIATION INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 46-3910256	REAL PROPERTY MGMT	NC	N/A	C					No
(9) NOVANT HEALTH AFFILIATE II INC 2085 FRONTIS PLAZA BLVD WINSTON SALEM,NC27103 93-4532877	INACTIVE	NC	N/A	C					No

Schedule R (Form 990) 2023

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

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) SOUTH PARK SURGERY CENTER	S	1,471,658	CASH

Schedule R (Form 990) 2023

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	13
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	8,414
6	Total number of volunteers (estimate if necessary) .............	6	511
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	356,119
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	10,546,153	4,698,627
9	Program service revenue (Part VIII, line 2g) .........	1,674,574,696	1,944,469,045
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	846,119	846,377
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	10,010,495	11,848,682
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,695,977,463	1,961,862,731
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	4,555,722	4,895,901
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)	531,828,321	592,600,756
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,046,145,480	1,105,797,614
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,582,529,523	1,703,294,271
19	Revenue less expenses. Subtract line 18 from line 12.......	113,447,940	258,568,460
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,871,169,174	3,105,375,117
21	Total liabilities (Part X, line 26).............	216,420,231	214,062,174
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,654,748,943	2,891,312,943

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,376,653,695 including grants of $ 4,895,901 ) (Revenue $ 1,946,552,014 )
	THE PRESBYTERIAN HOSPITAL ("TPH") DBA NOVANT HEALTH PRESBYTERIAN MEDICAL CENTER ("NHPMC"), NOVANT HEALTH HUNTERVILLE MEDICAL CENTER ("NHHMC"), AND NOVANT HEALTH CHARLOTTE ORTHOPEDIC HOSPITAL ("NHCOH"), ALONG WITH THEIR PROVIDER BASED PHYSICIAN PRACTICES, EXISTS TO PROMOTE THE HEALTH OF THE MEMBERS OF MULTIPLE COMMUNITIES IN MECKLENBURG COUNTY NORTH CAROLINA, REGARDLESS OF A PATIENT'S ABILITY TO PAY. COLLECTIVELY, THE HOSPITAL FACILITIES IN THIS ORGANIZATION HAVE 773 LICENSED BEDS. IN 2023, THERE WERE 214,013 PATIENT DAYS, WITH AN AVERAGE LENGTH OF STAY OF 6 DAYS, AND AN AVERAGE DAILY CENSUS OF 587. THERE WERE 41,935 DISCHARGES, 44,526 INPATIENT AND OUTPATIENT SURGERIES, 647,734 OUTPATIENT ENCOUNTERS AND 115,969 EMERGENCY DEPARTMENT VISITS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,376,653,695

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	7,682,589	5,302,549	966,367

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	4,506,394
e	Government grants (contributions)		1e	177,272

f	All other contributions, gifts, grants, and similar amounts not included above		1f	14,961

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		4,698,627

		Business Code
2a	NET PATIENT REVENUE	622110	1,748,747,380	1,748,747,380
b	PHARMACY	622110	188,848,622	188,848,622
c	VALUE BASED INCENTIVE	900099	3,997,029	3,997,029
d	PASS-THRU PATIENT REV	621111	2,876,014	2,876,014
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,944,469,045

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,206,054			1,206,054
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	1,805,851
b	Less: rental expenses	6b	0
c	Rental income or (loss)	6c	1,805,851
d	Net rental income or (loss).......			1,805,851			1,805,851
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a		2,906,093
b	Less: cost or other basis and sales expenses	7b		3,265,770
c	Gain or (loss)	7c		-359,677
d	Net gain or (loss).........			-359,677			-359,677
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	18,171
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			18,171			18,171
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	736,008
b	Less: cost of goods sold ..		10b	381,554
c	Net income or (loss) from sales of inventory..			354,454			354,454

Business Code
11a	CAFETERIA MEALS		722514	5,095,758			5,095,758
b	CHILD DEVELOPMENT CENTER		624410	2,095,753		356,119	1,739,634
c	PRECEPTOR REVENUE		900099	552,750	552,750
d	All other revenue ....			1,925,945	1,530,219		395,726
e	Total. Add lines 11a–11d ......			9,670,206
12	Total revenue. See instructions.....			1,961,862,731	1,946,552,014	356,119	10,255,971

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	3,879,823	3,879,823
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	1,016,078	1,016,078
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	2,234,932		2,234,932
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	2,140,900		2,140,900
7	Other salaries and wages........	474,861,392	455,866,935	18,994,457
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	20,862,773	20,028,261	834,512
9	Other employee benefits .......	60,398,493	57,982,554	2,415,939
10	Payroll taxes ...........	32,102,266	30,818,175	1,284,091
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	6,923		6,923
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	131,734,488	115,334,047	16,400,441
12	Advertising and promotion ....	485,348	470,783	14,565
13	Office expenses .......	4,412,191	3,313,077	1,099,114
14	Information technology ......	9,870,181	9,650,267	219,914
15	Royalties ..
16	Occupancy ...........	45,736,015	43,549,134	2,186,881
17	Travel ............	832,251	802,256	29,995
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	209,794	201,402	8,392
20	Interest ...........	17,251,641	17,251,641
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	59,386,869	55,208,275	4,178,594
23	Insurance ...	9,796,929	9,130,558	666,371
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	CORPORATE SUPPORT	257,653,416		257,653,416
b	PHARMACEUTICALS	246,541,747	246,541,747
c	MEDICAL SUPPLIES	196,770,398	196,770,398
d	CONTRACT LABOR	72,916,350	69,992,093	2,924,257
e	All other expenses	52,193,073	38,846,191	13,346,882
25	Total functional expenses. Add lines 1 through 24e	1,703,294,271	1,376,653,695	326,640,576	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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			248,931	1	293,373
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			267,893,915	4	298,516,470
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........			14,337,584	7	13,319,798
8	Inventories for sale or use ............			32,009,679	8	34,583,923
9	Prepaid expenses and deferred charges ......			1,056,462	9	1,777,243
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,335,572,130
b	Less: accumulated depreciation	10b	857,454,738	506,152,581	10c	478,117,392
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			65,779,393	12	60,741,641
13	Investments—program-related. See Part IV, line 11 ..			5,150,820	13	6,000,000
14	Intangible assets ...............			18,228,164	14	18,228,164
15	Other assets. See Part IV, line 11 ...........			1,960,311,645	15	2,193,797,113
16	Total assets. Add lines 1 through 15 (must equal line 33)...			2,871,169,174	16	3,105,375,117

17	Accounts payable and accrued expenses .....	98,247,856	17	81,814,511
18	Grants payable ...		18
19	Deferred revenue .........	50,448	19	3,126
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
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	118,121,927	25	132,244,537
26	Total liabilities. Add lines 17 through 25..	216,420,231	26	214,062,174

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	2,654,748,943	27	2,891,312,943
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	2,654,748,943	32	2,891,312,943
33	Total liabilities and net assets/fund balances ........	2,871,169,174	33	3,105,375,117