2024-03-25T14:58:16-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2022-07-01 561071426 MOUNTAIN AREA HEALTH EDUCATION CENTER INC MOUN 8282574400 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 WILLIAM R HATHAWAY MD CEO 8282574400 2024-03-19 1 WILLIAM HATHAWAY MD 999009999 0 JOHN NORMAN P01506766 7049985200 2024-03-19 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM R HATHAWAY MD 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 139848859 0 X WWW.MAHEC.NET X 1974 NC GRADUATE MEDICAL EDUCATION AND ACADEMIC HEALTH CENTER 16 15 1313 17 0 0 12958349 7258754 95159343 107593675 1059732 534657 194558 204651 109371982 115591737 0 0 0 0 73353481 83364206 0 0 0 25079308 30752147 98432789 114116353 10939193 1475384 103807800 116017452 28634555 39209363 75173245 76808089 X THE NC AHEC PROGRAM PROVIDES AND SUPPORTS EDUCATIONAL ACTIVITIES AND SERVICES WITH A FOCUS ON PRIMARY CARE IN RURAL COMMUNITIES AND THOSE WITH LESS ACCESS TO RESOURCES TO RECRUIT, TRAIN, AND RETAIN THE WORKFORCE NEEDED TO CREATE A HEALTHY NORTH CAROLINA. 0 0 30952512 32731736 FAMILY MEDICINE: GRADUATED 20 FROM THREE-YEAR PROGRAMS BASED IN ONE URBAN AND TWO RURAL FAMILY HEALTH CENTERS. SPORTS MEDICINE FELLOWS GRADUATED 3. ADDICTION MEDICINE FELLOWS GRADUATED 1. ESTABLISHED A TRANSITIONAL YEAR RESIDENCY PROGAM AND GRADUATED 12. SERVICES PROVIDED IN THE HEALTH CENTERS RESULTED IN 100,225 PATIENT ENCOUNTERS. FAMILY MEDICINE PROVIDED $823,147 IN CHARITY CARE. 21255079 19496174 OBSTETRICS AND GYNECOLOGY: GRADUATED 3 FROM FOUR-YEAR PROGRAM BASED IN OUR WOMEN'S HEALTH CENTER, A HIGH RISK MATERNITY AND OTHER CARE CLINIC SERVING OUR 16-COUNTY REGION. SERVICES PROVIDED IN THE HEALTH CENTERS RESULTED IN 57,991 PATIENT ENCOUNTERS AND 2,150 DELIVERIES. INCLUDED IN THESE VOLUMES ARE HIGH-RISK MATERNAL FETAL MEDICAL SERVICES PROVIDED TO THE 16 COUNTIES IN WESTERN NORTH CAROLINA. OBSTETRICS AND GYNECOLOGY PROVIDED $674,956 IN CHARITY CARE. 20956141 22400733 UNC HEALTH SCIENCES AT MAHEC INCLUDES THE UNC SCHOOL OF MEDICINE ASHEVILLE CAMPUS, A MASTER OF PUBLIC HEALTH PROGRAM LED BY UNC GILLINGS SCHOOL OF GLOBAL PUBLIC HEALTH, AND INNOVATIVE EDUCATIONAL AND RESEARCH COLLABORATIONS WITH UNC ESHELMAN SCHOOL OF PHARMACY. UNC HEALTH SCIENCES AT MAHEC IS SUPPORTED AND INFORMED BY MAHEC'S DEPARTMENT OF RESEARCH AND LIBRARY SCIENCE , WHICH FOCUSES ON RURAL HEALTHCARE WORKFORCE DEVELOPMENT, ACADEMIC MEDICINE, CLINICAL RESEARCH, AND PRACTICE TRANSFORMATION TO IMPROVE PATIENT, COMMUNITY, AND POPULATION HEALTH. ALL PROGRAMS UNDER THE UMBRELLA OF UNC HEALTH SCIENCES AT MAHEC ENCOURAGE LEARNERS TO TRAIN WITH RURAL PROFESSIONALS, DEVELOP A DEEP APPRECIATION FOR RURAL VALUES, AND CONTRIBUTE TO IMPROVING THE QUALITY OF LIFE AND HEALTH IN COMMUNITIES ACROSS WNC. 11293738 10121216 PSYCHIATRY: GRADUATED 3 FROM THE 4 YEAR PSYCHIATRY RESIDENCY PROGRAM. ESTABLISHED A CONSULATION-LIAISON PSYCHIATRY FELLOWSHIP PROGAM AND GRADUATED 0 FELLOW. SERVICES PROVIDED IN THE HEALTH CENTERS RESULTED IN 36,813 PATIENT ENCOUNTERS. PSYCHIATRY PROVIDED $293,832 IN CHARITY CARE. 7246207 7764436 INTERNAL MEDICINE: CONTINUED BUILDING THE 3 YEAR INTERNAL MEDICINE RESIDENCY PROGRAM WITH COMMMUNITY PARTNERS. SERVICES PROVIDED IN THE HEALTH CENTERS RESULTED IN 9,643 PATIENT ENCOUNTERS. INTERNAL MEDICINE PROVIDED $120,698 IN CHARITY CARE. 5476763 5096439 GENERAL PRACTICE RESIDENCY PROGRAM IN DENTISTRY: GRADUATED 7 FROM A ONE-YEAR PROGRAM. SERVICES PROVIDED IN THE DENTAL HEALTH CENTER RESULTED IN 12,527 PATIENT ENCOUNTERS. DENTAL HEALTH CARE PROVIDED UNDERINSURED CARE FOR A TOTAL SAFETY NET CARE OF $471,440. 4286421 4863806 CONTINUING PROFESSIONAL DEVLOPMENT: PROVIDED CONTINUING EDUCATION FOR HEALTH & HUMAN SERVICE PROFESSIONALS IN ALLIED HEALTH, DENTISTRY, HEALTHCARE LEADERSHIP, MEDICINE, MENTAL HEALTH, NURSING, PHARMACY AND PUBLIC HEALTH. ALSO EDUCATED IN HEALTH CAREERS & DIVERSITY. REGIONAL EDUCATION PROVIDED 2,032 CONTINUING EDUCATION PROGRAMS TO APPROXIMATELY 44,331 PARTICIPANTS IN WESTERN NORTH CAROLINA TO PROFESSIONALS IN ALL FIELDS OF HEALTHCARE. 2653190 2871352 GME & RURAL HEALTH INITIATIVE: MAHEC'S RURAL HEALTH INITIATIVE (RHI) IS ADDRESSING OUR REGION'S RURAL HEALTHCARE PROVIDER SHORTAGE THROUGH INTER-PROFESSIONAL HEALTH SCIENCES EDUCATION, COLLABORATION WITH RURAL COMMUNITIES, AND THE DEVELOPMENT OF INNOVATIVE SUSTAINABLE MODELS OF RURAL HEALTHCARE TO IMPROVE HEALTH ACROSS WESTERN NORTH CAROLINA. ESTABLISHED A SURGICAL CRITICAL CARE FELLOWSHIP AND GRADUATED 1 SURGICAL CRITICAL CARE FELLOW AND 1 GENERAL SURGEONS. 2142915 2247783 PHARMACY: DURING FISCAL YEAR 2023, MAHEC ESTABLISHED A 340B RETAIL PHARMACY TO SUPPORT COMMUNITY NEEDS AND OUR PATIENTS. IN ADDITION TO EXPANDING ACCESS AND SERVICES TO PATIENTS, THE PHARMACY SERVICES ARE KEYTO THE EDUCATION AND LEARNERS AND RESIDENTS. GRADUATED 3 FROM A 2 YEAR PHARMACY RESIDENCY PROGRAM IN AN URBAN AND RURAL SETTING. 33099234 32965032 106262966 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 251 0 1313 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X ZACH LEVIN 8282574772 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 ALAN D STILES MD CHAIR 1.00 X 0 0 0 CASEY COOPER VICE-CHAIR 1.00 X X 0 0 0 STEPHANIE ALEXANDER MBA MEMBER 1.00 X 0 0 0 W LOUIS BISSETTE JR MEMBER 1.00 X 0 0 0 ROBERT A BLOUIN PHARMD MEMBER 1.00 X 0 0 0 CAROL BURTON PHD MEMBER 1.00 X 0 0 0 BRUCE DEIGHTON PHD MEMBER 1.00 X 0 0 0 RONALD J FALK MD MEMBER 1.00 X 0 0 0 WILLIAM R HATHAWAY MD CEO 55.00 X X 382685 0 12351 JAMES M KIRBY II MEMBER 1.00 X 0 0 0 MARIANNE MARTINEZ MPA MEMBER 1.00 X 0 0 0 ALFRED J MINA MD MEMBER 1.00 X 0 0 0 FRAN PASCHALL MBA DNP RN CEND MEMBER 1.00 X 0 0 0 LINDSEY RHODEN MEMBER 1.00 X 0 0 0 ROBBY RUSSELL MEMBER 1.00 X 0 0 0 LAURIE STRADLEY PHD MEMBER 1.00 X 0 0 0 CAROL STEEN MBA PHR SHRM-CP MEMBER 1.00 X 0 0 0 DARIN WATERS PHD MEMBER 1.00 X 0 0 0 BENJAMIN LEVIN CHIEF FINANCIAL OFFICER 55.00 X 196325 0 25159 ELIZABETH BUYS CHAIR, DEPT OF OBST. AND GYN. 55.00 X 350250 0 21406 BRYAN HODGE CHAIR, DEPT OF FAMILY MEDICINE 55.00 X 240798 0 26505 CAROL COULSON DIVISION DIR, MATERNAL FETAL MED 55.00 X 502224 0 21406 STEPHANIE CALL RESIDENCY PROGDIR, INTERNAL MED 55.00 X 313716 0 0 ERNEST FAGAN CLIN DIR, SUBST USE DISORDER 55.00 X 289938 0 30239 STEPHEN BUIE CHAIR, PSYCHIATRY 55.00 X 309616 0 0 KATHRYN DAVIDSON MATERNAL FETAL MED PHYS FACULTY 55.00 X 266118 0 17949 2851670 0 155015 86 0 1 0 RYSE CONSTRUCTION LLC 5 S TUPELO DR HORSE SHOE NC 28742 CONSTRUCTION SERVICES 5752379 THE VAN WINKLE LAW FIRM PO BOX 7376 ASHEVILLE NC 28802 LEGAL SERVICES 750109 MISSION HOSPITALS 509 BILTMORE AVENEU ASHEVILLE NC 28801 PROFESSIONAL SERVICES 697060 PULLIAM WESTRIDGE LLC 1970 HENDERSONVILLE ROAD ASHEVILLE NC 28803 RENTAL SERVICES 362247 MISSION HLTH COMM MULTISPECIALTY PO BOX 550 NASHVILLE TN 37202 PROFESSIONAL SERVICES 272510 9 4000000 3258754 7258754 SERVICE CONTRACTS 623000 69742220 69742220 NET PATIENT FEES 623000 34461393 34461393 CONTINUING PROFESSIONA 611710 1681457 1681457 1708605 1708605 107593675 775791 775791 204651 0 204651 204651 204651 24015988 24257122 -241134 -241134 -241134 115591737 107593675 0 739308 1170058 591048 579010 68684673 67805115 879558 257675 257675 12429059 12249670 179389 822741 822741 315403 315403 353061 353061 60437 60437 150759 150759 9017858 4947024 4070834 241121 218596 22525 4131942 4084344 47598 1680106 1209655 470451 3415766 2647639 768127 1370421 1277355 93066 690624 675647 14977 3603873 3318269 285604 1068561 1063072 5489 MISCELLANEOUS 4652215 4530859 121356 114116353 106262966 7853387 0 7150 6450 13388159 7678249 6616544 7658868 5210664 9847461 567429 541432 2267078 2294079 80547085 26835263 42251378 53711822 26213235 21691485 7286163 12587606 103807800 116017452 6045449 7058467 1406242 1185329 19429420 29213439 1753444 1752128 28634555 39209363 X 61487185 58074086 13686060 18734003 75173245 76808089 103807800 116017452 X 1475384 201686 -42226 X X 0 1 X 1 1 1 X 5237187 2470852 13613279 12958349 7258754 41538421 5237187 2470852 13613279 12958349 7258754 41538421 41538421 415099 659865 512433 323069 775791 2686257 44224678 421029309 0.93930 0.95150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 150759 0 0 150759 0 PART II-B, LINE 1: THE ORGANIZATION ENGAGES VISTA STRATEGIES TO LOBBY ON ITS BEHALF TO THE NORTH CAROLINA STATE LEGISLATURE ON VARIOUS LEGISLATIVE ISSUES THAT IMPACT ITS PROGRAM ACTIVITIES. 578968 -13103 565865 618257 -39289 578968 517281 35623 65353 618257 513806 16711 -13236 517281 450057 52607 11142 513806 1.00000 1 0 7235774 7235774 21120455 5403745 15716710 16977232 4734797 12242435 22059322 14925425 7133897 13154302 1771296 11383006 53711822 ENDOWMENT FUNDS 5581093 DEFERRED COMPENSATION PLAN 1752128 OPERATING RIGHT OF USE ASSETS 5254385 12587606 DEFERRED COOMPENSATION PLAN 1752128 1752128 X 109996034 2197708 2197708 107798326 7793411 7793411 115591737 114116353 0 114116353 0 114116353 PART V, LINE 4: SUZANNE LANDIS GERIATRIC MEDICINE FUND IS ESTABLISHED TO PROVIDE INNOVATION IN HEALTH CARE FOR THE ELDERLY, IMPROVED HEALTH CARE ACCESS FOR VULNERABLE AND FRAIL ELDERLY, RESEARCH EFFORTS THAT CONTRIBUTE TO THE KNOWLEDGE AND PRACTICE OF CLINICAL GERIATRICS, AND ENHANCED SERVICES TO THE COMMUNITY THAT IMPROVE THE QUALITY OF LIFE FOR OLDER PEOPLE. THE WILLIAM CHESTER BRANNAN MD, MHS FUND SUPPORTS THE SALARY, TEACHING AND OTHER ACTIVITIES OF THE MAHEC OB/GYN PROFESSOR TO DEVELOP CLINICAL AND TEACHING SKILLS EVIDENCED BY DR. BRANNAN. PART X, LINE 2: THE CENTER IS A TAX-EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE CENTER'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, EXCISE, OR OTHER TAXES. THE CENTER FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THIS STANDARD PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS STANDARD HAD NO IMPACT ON THE CENTER'S FINANCIAL STATEMENTS FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS 2,197,708. PART XI, LINE 4B - OTHER ADJUSTMENTS: PURPOSE RESTRICTED CONTRIBUTIONS 7,258,754. NET INVESTMENT INCOME 534,657. OTHER NONOPERATING INCOME (LOSS) X X X X X 0 0 0 0 0 0 0 0 0 CAROL COULSON DIVISION DIR, MATERNAL FETAL MED 502224 0 0 0 0 0 0 0 21406 0 523630 0 0 0 WILLIAM R HATHAWAY MD CEO 382685 0 0 0 0 0 0 0 12351 0 395036 0 0 0 ELIZABETH BUYS CHAIR, DEPT OF OBST. AND GYN. 350250 0 0 0 0 0 0 0 21406 0 371656 0 0 0 ERNEST FAGAN CLIN DIR, SUBST USE DISORDER 289938 0 0 0 0 0 0 0 30239 0 320177 0 0 0 STEPHANIE CALL RESIDENCY PROGDIR, INTERNAL MED 313716 0 0 0 0 0 0 0 0 0 313716 0 0 0 STEPHEN BUIE CHAIR, PSYCHIATRY 309616 0 0 0 0 0 0 0 0 0 309616 0 0 0 KATHRYN DAVIDSON MATERNAL FETAL MED PHYS FACULTY 266118 0 0 0 0 0 0 0 17949 0 284067 0 0 0 BRYAN HODGE CHAIR, DEPT OF FAMILY MEDICINE 240798 0 0 0 0 0 0 0 26505 0 267303 0 0 0 BENJAMIN LEVIN CHIEF FINANCIAL OFFICER 196325 0 0 0 0 0 0 0 25159 0 221484 0 0 0 PART I, LINE 3 THE BOARD REVIEWS THE PERFORMANCE OF THE CEO ANNUALLY AND APPROVES COMPENSATION FOR THE CEO. CEO COMPENSATION IS DETERMINED THROUGH REVIEW OF INTERNAL PAY GRADES AND COMPARISONS TO MARKET SURVEY DATA IN RELATION TO CEO PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 3 KAPLAN CFO SOLUTIONS LLC FOR JEFF PIGG COO - $315,403 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WILL BE REVIEWED BY THE OFFICERS AND THE BOARD PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS THE PERFORMANCE OF THE CEO ANNUALLY AND APPROVES COMPENSATION FOR THE CEO. CEO COMPENSATION IS DETERMINED THROUGH REVIEW OF INTERNAL PAY GRADES AND COMPARISONS TO MARKET SURVEY DATA . OTHER OFFICERS COMPENSATION IS DETERMINED BY THE CEO AND DIRECTOR OF TALENT MANAGEMENT. THE CFO AND DIRECTOR OF TALENT MANAGEMENT DETERMINE KEY EMPLOYEE SALARIES THROUGH REVIEW OF INTERNAL PAY GRADES AND MARKET COMPARISONS. COMPENSATION IS APPROVED BY THESE PARTIES COLLECTIVELY. THE BOARD AND FINANCE COMMITTEE APPROVE AN OPERATING BUDGET ANNUALLY WHICH INCLUDES SALARY EXPENSE FOR THE ORGANIZATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE IN PERPERTUALLY RESTRICTED -13,103. LOSS ON DISPOSAL OF PROPERTY & EQUIPMENT -29,123. FORM 990, PART XII, LINE 2C OVERSIGHT AND SELECTION PROCESS IS UNCHANGED FROM PRIOR YEAR.