2026-03-19T06:08:06-07:00 2025-06-30 561521686 Albertson & Jones PA 120 East Main Street Beulaville NC 28518 990 2024-07-01 581584139 LENOIR MEMORIAL HOSPITAL FOUNDATION INC LENO 2525227028 100 AIRPORT ROAD KINSTON NC 28501 BHARADWAJ MANTHA CHIEF FINANICAL OFFICER 2525227028 2026-01-31 true true Randy L Albertson CPA P00947139 9102984856 2026-03-19 2024 2025-03-06 01:10:19Z LENOIR HOSPITAL FOUNDATION BHARADWAJ MANTHA 100 AIRPORT ROAD KINSTON NC 28501 1091615 false X www.lenoirfoundation.org X 1984 NC SUPPORT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF LENOIR MEMORIAL HOSPITAL (DBA) UNC HEALTH LENOIR. 19 15 0 22 0 0 377384 345184 0 194195 156377 14953 18324 586532 519885 143063 159471 0 0 0 102650 268640 281964 411703 441435 174829 78450 5649664 6305358 4000 4000 5645664 6301358 THE LENOIR MEMORIAL HOSPITAL FOUNDATION OPERATES AS A NON-PROFIT, CHARITABLE FOUNDATION TO FINANCIALLY SUPPORT THE MISSION OF LENOIR MEMORIAL HOSPITAL(DBA UNC HEALTH LENOIR). IT SERVES TO RECEIVE CONTRIBUTIONS, HOLD AND MANAGE ASSETS, MAKE CONTRIBUTIONS TO IMPROVE THE HEALTH STATUS OF THE COMMUNITY, AND ASSIST IN PROVIDING HIGH QUALITY HEALTHCARE AND OUTSTANDING CUSTOMER SERVICE. false false 198950 159471 0 THE FOUNDATIONS PROGRAM SERVICE ACCOMPLISHMENTS INCLUDED PROVIDING LENOIR MEMORIAL HOSPITAL (DBA UNC HEALTH LENOIR) WITH $1,473 FOR BP MONITORS FOR THE COMMUNITY, $16,742 FOR PORTABLE UV DISINFECTION DEVICES, $3,240 FOR TRANSIT TICKETS FOR PATIENTS WITH TRANSPORATION OBSTACLES,$12,469 FOR TRAUMA CONTROL TRAINING, $3,624 FOR 911 RESCUE TOOLS, $1,922 FOR THE CAR SEAT PROGRAM, $2,100 FOR BOXING THERAPY CERTIFICATION, $38,000 FOR THE TEECLEAN DISINFECTION DEVICE, $24,164 FOR NEW CARTS AND CHAIRS, $4,948 FOR THE CANCER SCREENING PROGRAM, $25,249 FOR A DAVINCI SINK STATION, $1,000 TO ASSIST SITE REBUILD AFTER HURRICAN HELEN AND $7,000 FOR NEW INPATIENT REHAB EQUIPMENT. THE FOUNDATION ALSO PROVIDED SCHOLARSHIPS AND AWARDS TOTALING $9,042 AND PROVIDED ASSISTANCE TO HOSPITAL EMPLOYEES AND PATIENTS TOTALING $8,498. 198950 true true false false false false false false false true false false false false false false true true false false false false false false true false false true true true false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false true true false false false false false false X 19 15 false false false false false false false true true false false false true true true true true true false false X X JENNIFER KOPANSKI 2525227850 100 AIRPORT ROAD KINSTON NC 28501 JEFF WAKEFIELD FORMER CFO OF UNC HEALTH LENOIR 1.00 X X 0 115415 18882 CONSTANCE HENGEL FORMER FOUNDATION DIRECTOR 40.00 X X 0 99645 4655 BHARADWAJ MANTHA CFO OF UNC HEALTH LENIOR 1.00 X X 0 250983 8950 VICKIE ROBINSON FOUNDATION DIRECTOR 40.00 X X 0 97402 8842 DJ LOFTON BOARD MEMBER 1.00 X 0 58927 5332 PHYLLIS MCCOY BOARD MEMBER 1.00 X 0 18419 770 FRANCES RODRIGUEA-RIVERA BOARD MEMBER 1.00 X 0 0 0 CRYSTAL HAYDEN DIRECTOR/CEO OF UNC HEALTH LENOIR 1.00 X X 0 0 0 AUDRA HADDAD BOARD MEMBER 1.00 X 0 0 0 LISA HUNNEKE-LEWIS BOARD MEMBER 1.00 X 0 0 0 CARMON JONES CHAIR 1.00 X X 0 0 0 NATHAN PERRY BOARD MEMBER 1.00 X 0 0 0 RUDOLPH MINTZ III BOARD MEMBER 1.00 X 0 0 0 AMY PARRIS BOARD MEMBER 1.00 X X 0 0 0 MIRANDA WIGGINS BOARD MEMBER 1.00 X 0 0 0 KAY TURNER BOARD MEMBER 1.00 X 0 0 0 IRIS JONES NELSON BOARD MEMBER 1.00 X 0 0 0 MICHAEL WHITFIELD TREASURER 1.00 X X 0 0 0 MATT BROWN BOARD MEMBER 1.00 X 0 0 0 DAVID MOODY BOARD MEMBER 1.00 X 0 0 0 DEANA-MARIE ROSE BOARD MEMBER 1.00 X 0 0 0 JAMIE SERRANO BOARD MEMBER 1.00 X 0 0 0 LIBBIE TAYLOR BOARD MEMBER 1.00 X 0 0 0 0 640791 47431 true true false 23591 145200 176393 345184 157287 0 157287 561846 562756 -910 -910 0 0 -910 27298 23591 8974 18324 0 18324 519885 0 0 174701 141931 141931 17540 17540 155816 38954 49027 67835 31500 0 31500 0 46907 0 46907 0 33056 0 0 33056 2100 525 788 787 SUPPLIES 4641 0 4641 0 BAD DEBT 6542 0 6542 0 CONTRACT SERVICES 972 0 0 972 BANK CHARGES 430 0 430 0 441435 198950 139835 102650 94682 55295 23236 37533 5525848 6212530 5898 5649664 6305358 4000 4000 4000 4000 X 4524375 5096231 1121289 1205127 5645664 6301358 5649664 6305358 78450 577244 X false true X true false X X 1 LENOIR MEMORIAL HOSPITAL(DBA UNC HEALTH LENOIR) 566000674 3 true 141931 0 1 141931 0 0 0 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3249095 12525 403754 3665374 2848392 17429 383274 3249095 2556866 32326 264032 4832 2848392 2750941 16100 -200620 9555 2556866 2061491 61000 631450 3000 2750941 0.88000 0.12000 false false 1050221 577243 -46907 530336 519885 519885 394528 394528 46907 46907 441435 Pt V, Line 4 THE FOUNDATION BOARD OF DIRECTORS HAS DESIGNATED $1,000,000 TO ESTABLISH AN ENDOWMENT TO BE HELD IN PERPETUITY. THE BOARD HAS SPECIFIED THAT THE INCOME IS TO BE RETAINED AS PART OF THE ENDOWMENT AND USED FOR HOSPITAL DESIGNATED PURPOSES AND PROGRAMS. THE FOUNDATION BOARD OF DIRECTORS HAS ALSO DESIGNATED $50,000 TO ESTABLISH AN ENDOWMENT FROM WHICH SCHOLARSHIPS WILL BE AWARDED TO INDIVIDUALS ENROLLED IN A COLLEGE PROGRAM TO BECOME A REGISTERED NURSE AND $12,875 TO ESTABLISH AN ENDOWMENT TO SUPPORT THE COST OF CONTINUING EDUCATION FOR NON-CLINICAL STAFF MEMBERS. THE FOUNDATION ALSO MAINTAINS SEVERAL DONOR RESTRICTED ENDOWMENT FUNDS TOTALING $301,845 IN WHICH EARNINGS THEREON WILL BE USED FOR CANCER PATIENT ASSISTANCE, COMMUNITY WELLNESS, AND TO AWARD SCHOLARSHIPS TO HOSPITAL EMPLOYEES SEEKING TO FURTHER THEIR EDUCATION IN THE FIELDS OF NURSING, RADIOLOGY, OR LAB TECHNOLOGY. Pt XI, Line 2d INVESTMENT FEES/EXPENSES NETTED WITH INVESTMENT GAINS/LOSSES ($46,907). Pt XII, Line 4b INVESTMENT FEES/EXPENSES NETTED WITH INVESTMENT GAINS/LOSSES $46,907. GOLF TOURNAMENT 27298 27298 500 7724 750 27298 27298 500 7724 750 8974 18324 true LENOIR MEMORIAL HOSPITAL INC (DBA UNC HEALTH LENOIR) 100 AIRPORT ROAD KINSTON NC 28501 566000674 501(C)3 141931 VARIOUS LMH DEPT. & PROGRAMS INCLUDING MED EQUIP 1 0 SCHOLARSHIPS 11 9042 EMPLOYEE ASSISTANCE/AWARDS 14 6391 PATIENT ASSISTANCE 11 2107 Pt I Line 2 GRANTS, OTHER THAN SCHOLARSHIPS, ARE REQUESTED THROUGH A FORMAL GRANT APPLICATION PROCESS AND APPROVED BY THE GRANTS/SPECIAL REQUESTS COMMITTEE. SUBSEQUENT TO APPROVAL BY THE COMMITTEE AND AWARD OF THE GRANT FUNDS, THERE IS NO FURTHER MONITORING. false false false false false false false false false BHARADWAJ MANTHA 0 156150 0 94628 0 205 0 4908 0 4042 0 259933 0 0 JEFF WAKEFIELD 0 21026 0 0 0 94390 0 17876 0 1005 0 134297 0 0 CONSTANCE HENGEL 0 40422 0 6930 0 52293 0 3836 0 819 0 104300 0 0 VICKI ROBINSON 0 97023 0 0 0 379 0 886 0 7956 0 106244 0 0 Pt I Line 3 LENOIR MEMORIAL HOSPITAL (DBA UNC HEALTH LENOIR), RELATED ORGANIZATION, USES AN EXECUTIVE COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY/STUDIES AND OBTAINS BOARD OR COMMITTEE APROVAL OF COMPENSATION OF THE FOUNDATIONS OFFICERS AND DIRECTORS. Pt VI, Line 11b THE DIRECTOR OF FINANCE OF LENOIR MEMORIAL HOSPITAL (DBA UNC HEALTH LENOIR)OR THE PAID TAX RETURN PREPARER PRESENTS THE FORM 990 TO THE FINANCE & INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS AT THE QUARTERLY MEETING PRIOR TO FILING. THE FINANCE & INVESTMENT COMMITTEE CONSISTS OF FIVE MEMBERS FROM THE BOARD OF DIRECTORS, THE TREASURER OF THE LENOIR MEMORIAL HOSPITAL (DBA UNC HEALTH LENOIR) BOARD, AND THE FOUNDATION DIRECTOR. THE COMMITTEE THEN REPORTS ON THE FORM 990 TO THE ENTIRE BOARD OF DIRECTORS AND THE APPROVED FORM 990 IS PROVIDED TO THE CFO FOR FINAL REVIEW AND SIGNING. Pt VI, Line 12c UPON THEIR APPOINTMENT TO THE BOARD, AND BEFORE ACTUALLY PARTICIPATING IN MEETINGS, MEMBERS MUST READ THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY FINANCIAL INTERESTS THAT COULD CREATE A CONFLICT. AS LONG AS THEY CONTINUE TO SERVE ON THE BOARD, MEMBERS COMPLETE THESE FINANCIAL RELATIONSHIP DISCLOSURE STATEMENTS ON AN ANNUAL BASIS. IF SUCH INTERESTS ARE NOT DISCLOSED, THE CEO, BOARD CHAIR, OR ANY OTHER BOARD MEMBER MAY BRING THE FINANCIAL INTEREST OR ACTUAL/POSSIBLE CONFLICT TO THE ATTENTION OF THE BOARD; THUS THE ENTIRE BOARD IS RESPONSIBLE FOR ONGOING MONITORING OF POTENTIAL CONFLICTS AND THEIR DISCLOSURE. INTENTIONAL FAILURE TO DISCLOSE SUCH FINANCIAL INTERESTS WILL, BY POLICY, RESULT IN APPROPRIATE CORRECTIVE ACTION BY THE BOARD. SHOULD A CONFLICT OF INTEREST ARISE IN CONDUCTING THE BUSINESS OF THE FOUNDATION OR THE HOSPITAL, THE AFFECTED MEMBER(S) MAY NOT PARTICIPATE IN DISCUSSION REGARDING THE RELEVANT TRANSACTION, AND DEPENDING UPON THE SPECIFIC NATURE OF THE MATTER, THE BOARD CAN TAKE A RANGE OF ACTIONS, SUCH AS APPOINTING A DISINTERESTED PERSON TO INVESTIGATE POSSIBLE ALTERNATIVES, REQUIRING THE INTERESTED PERSON TO REFRAIN FROM PERFORMING ANY FUNCTION RELATED TO THE INTEREST CREATING THE CONFLICT, OR REQUIRING THE INTERESTED PERSON TO DIVEST HIMSELF OF THE CONFLICT-CREATING INTEREST IN ORDER TO REMAIN ON THE BOARD. EDUCATION AND COMPLIANCE FORMS ARE UPDATED ANNUALLY BY THE HOSPITALS CORPORATE COMPLIANCE OFFICER. Pt VI, Line 15a THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF LENOIR MEMORIAL HOSPITAL (DBA UNC HEALTH LENOIR). THE HOSPITALS HUMAN RESOURCES DEPARTMENT, IN CONJUNCTION WITH UNC HEALTH CARE, CONDUCTS AN ANNUAL MARKET REVIEW OF THE EXECUTIVE DIRECTORS COMPENSATION AND MAKES RECOMMENDATIONS OF CHANGES TO HOSPITAL MANAGEMENT. THE EXECUTIVE COMPENSATION COMMITTEE OF THE HOSPITAL BOARD OF DIRECTORS CONTRACTS WITH AN OUTSIDE, INDEPENDENT, PROFESSIONAL FIRM TO EXAMINE AND REVIEW THE WAGES AND BENEFITS OF THE CEO AND THE MANAGEMENT OFFICIALS OF THE HOSPITAL EACH YEAR WHO ARE AFFILIATED WITH THE FOUNDATION BOARD. Pt VI, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. LENOIR MEMORIAL HOSPITAL (DBA UNC HEALTH LENOIR) 100 AIRPORT ROAD KINSTON NC 28501 566000674 PROVIDE AND ENSURE EXCEPTIONAL HEALTHCARE NC 501(C)(3) 3 NA false false true true false false false false false false false false true false true true true false false false