2025-03-18T09:23:16-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 227 WEST TRADE STREET SUITE 800 CHARLOTTE NC 28202 990 2023-07-01 561071426 MOUNTAIN AREA HEALTH EDUCATION CENTER INC MOUN 8282574400 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 WILLIAM R HATHAWAY MD CEO 8282574400 2025-03-13 1 0 KATHERINE A WARLICK P02065266 7049985200 2025-03-13 2023 2025-03-06 01:10:19Z WILLIAM R HATHAWAY MD 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 132900025 0 1 X WWW.MAHEC.NET X 1974 NC GRADUATE MEDICAL EDUCATION AND ACADEMIC HEALTH CENTER 18 18 1337 22 0 0 7258754 2006143 107593675 125620885 534657 1543445 204651 0 115591737 129170473 0 0 0 0 83364206 92688721 0 0 0 30752147 36139211 114116353 128827932 1475384 342541 116017452 113870479 39209363 36029813 76808089 77840666 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 32027568 33195022 GRADUATED 21 FROM THREE-YEAR PROGRAMS BASED IN ONE URBAN AND TWO RURAL FAMILY HEALTH CENTERS. . HOSPICE/PALLIATIVE CARE GRADUATED 0. SPORTS MEDICINE FELLOWS GRADUATED 4. ADDICTION MEDICINE FELLOWS GRADUATED 4. TRANSITIONAL YEAR RESIDENCY GRADUATED 13. SERVICES PROVIDED IN THE HEALTH CENTERS RESULTED IN 105,648 PATIENT ENCOUNTERS. FAMILY MEDICINE PROVIDED $406,776 IN CHARITY CARE. 22968820 19035185 GRADUATED 5 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 69,297 PATIENT ENCOUNTERS AND 2,421 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 $661,446 IN CHARITY CARE. 20384546 22179635 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. 13746163 15801204 GRADUATED 3 FROM THE 4 YEAR PSYCHIATRY RESIDENCY PROGRAM. GRADUATED 2 ADDICTION PHYCHIATRY FELLOWS AND 2 CHILD & ADOLESCENT PHYCHIATRY FELLOWS. SERVICES PROVIDED IN THE HEALTH CENTERS RESULTED IN 47,722 PATIENT ENCOUNTERS. PSYCHIATRY PROVIDED $190,923 IN CHARITY CARE. 11660253 11291474 GRADUATED 13 FROM 3 YEAR INTERNAL MEDICINE RESIDENCY PROGRAM. SERVICES PROVIDED IN THE HEALTH CENTERS RESULTED IN 21,564 PATIENT ENCOUNTERS. INTERNAL MEDICINE PROVIDED $62,089 IN CHARITY CARE. 5866936 4772093 GRADUATED 7 FROM A ONE-YEAR PROGRAM. SERVICES PROVIDED IN THE DENTAL HEALTH CENTER RESULTED IN 13,178 PATIENT ENCOUNTERS. DENTAL HEALTH CARE PROVIDED UNDERINSURED CARE FOR A TOTAL SAFETY NET CARE OF $488,642. 6094897 8004266 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 925 CONTINUING EDUCATION PROGRAMS TO APPROXIMATELY 39,556 PARTICIPANTS IN WESTERN NORTH CAROLINA TO PROFESSIONALS IN ALL FIELDS OF HEALTHCARE. 3153870 4578427 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. GRADUATED 1 SURGICAL CRITICAL CARE FELLOW AND 5 GENERAL SURGEONS. 6698580 6763579 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 KEY TO THE EDUCATION AND LEARNERS AND RESIDENTS. GRADUATED 3 FROM A 2 YEAR PHARMACY RESIDENCY PROGRAM IN AN URBAN AND RURAL SETTING. 47220699 51211043 122601633 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 1 302 0 1337 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 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 CASEY COOPER CHAIR 1.00 X 0 0 0 STEPHANIE ALEXANDER MBA MEMBER 1.00 X 0 0 0 MELINA ARROWWOOD 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 JOHN CRUMPLER MEMBER 1.00 X 0 0 0 BRUCE DEIGHTON PHD MEMBER 1.00 X 0 0 0 HUGH GREENE MEMBER 1.00 X 0 0 0 CARLA HENRY MEMBER 1.00 X 0 0 0 JAMES M KIRBY II MEMBER 1.00 X 0 0 0 JENNY LOPEZ MEMBER 1.00 X 0 0 0 MARIANNE MARTINEZ MPA MEMBER 1.00 X 0 0 0 FRAN PASCHALL MBA DNP RN CEND MEMBER 1.00 X 0 0 0 AVRIL PINDER MEMBER 1.00 X 0 0 0 ROBBY RUSSELL MEMBER 1.00 X 0 0 0 CAROL STEEN MBA PHR SHRM-CP MEMBER 1.00 X 0 0 0 ALAN D STILES MD MEMBER 1.00 X 0 0 0 JACKSON TEAGUE DDS MEMBER 1.00 X 0 0 0 DARIN WATERS PHD MEMBER 1.00 X 0 0 0 WILLIAM R HATHAWAY MD CEO 55.00 X 528967 0 13390 BENJAMIN LEVIN CHIEF FINANCIAL OFFICER 55.00 X 195030 0 21661 BRYAN HODGE CHIEF ACADEMIC OFFICER 55.00 X 258849 0 22961 CAROL COULSON DIVISION DIRECTOR, MATERNAL FETAL MEDICINE 55.00 X 478078 0 16519 LISA FOGLIA MATERNAL FETAL MEDICINE PHYSICIAN FACULTY 55.00 X 432806 0 0 ROBYN LATESSA FORMER CHIEF ACADEMIC OFFICER 55.00 X 381485 0 6902 ELIZABETH BUYS FORMER CHAIR, DEPARTMENT OF OBSTETRICS AND GYNECOL 55.00 X 350099 0 17992 STEPHEN BUIE FORMER CHAIR, PSYCHIATRY 55.00 X 311874 0 0 2937188 0 99425 124 0 1 0 RYSE CONSTRUCTION LLC 5 S TUPELO DR HORSE SHOE NC 28742 CONSTRUCTION SERVICES 9791418 MISSION HOSPITALS 509 BILTMORE AVENUE ASHEVILLE NC 28801 PROFESSIONAL SERVICES 450251 PULLIAM WESTRIDGE LLC 1970 HENDERSONVILLE ROAD ASHEVILLE NC 28803 RENTAL SERVICES 399148 THE VAN WINKLE LAW FIRM PO BOX 7376 ASHEVILLE NC 28802 LEGAL SERVICES 345085 MISSION HEALTH COMMUNITY MULTISPECIALTY PO BOX 550 NASHVILLE TN 37202 PROFESSIONAL SERVICES 261566 11 2006143 2006143 SERVICE CONTRACTS 623000 83721278 83721278 NET PATIENT FEES 623000 38821831 38821831 CONTINUING PROFESSIONA 611710 1249070 1249070 1828706 1828706 125620885 1318813 1318813 3954184 3729117 435 225067 -435 224632 224632 129170473 125620885 0 1543445 X 723997 593464 130533 75621858 72201129 3420729 1446621 1374897 71724 9290153 8829544 460609 5606092 5328140 277952 614799 614799 97017 97017 164009 164009 13237687 12053564 1184123 1164560 1108198 56362 7926703 7910106 16597 2377266 2227782 149484 2990272 2802242 188030 1662378 1630217 32161 560759 528965 31794 4557094 4367402 189692 786667 770158 16509 128827932 122601633 6226299 0 6450 7050 7678249 10914575 7658868 7560322 9847461 10449681 541432 1195069 2294079 1689395 82392251 31323588 53711822 51068663 21691485 18647158 12587606 12338566 116017452 113870479 7058467 8441243 1185329 2479909 29213439 23222819 1752128 1885842 39209363 36029813 X 58074086 60569820 18734003 17270846 76808089 77840666 116017452 113870479 X 342541 684790 5246 X X 0 1 X 1 1 1 X 2470852 13613279 12958349 7258754 2006143 38307377 2470852 13613279 12958349 7258754 2006143 38307377 38307377 659865 512433 323069 775791 1318813 3589971 41897348 478284741 0.91430 0.93930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 164009 0 0 164009 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. 565865 5246 571111 578968 -13103 565865 618257 -39289 578968 517281 35623 65353 618257 513806 16711 -13236 517281 1.00000 1 0 7241418 7241418 35118841 6310887 28807954 17015250 6489796 10525454 21903299 18522905 3380394 1113443 1113443 51068663 ENDOWMENT FUNDS 5940025 DEFERRED COMPENSATION PLAN 1885842 OPERATING RIGHT OF USE ASSETS 4512699 12338566 DEFERRED COOMPENSATION PLAN 1885842 1885842 X 129095431 3474546 3474546 125620885 3549588 3549588 129170473 128827932 0 128827932 0 128827932 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, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS 3,474,546. PART XI, LINE 4B - OTHER ADJUSTMENTS: PURPOSE RESTRICTED CONTRIBUTIONS 2,006,143. NET INVESTMENT INCOME 1,543,880. OTHER NONOPERATING INCOME (LOSS) -435. X X X X X 0 1 0 0 0 0 0 0 0 WILLIAM R HATHAWAY MD CEO 528967 0 0 0 0 0 0 0 13390 0 542357 0 0 0 CAROL COULSON DIVISION DIRECTOR, MATERNAL FETAL ME 478078 0 0 0 0 0 0 0 16519 0 494597 0 0 0 LISA FOGLIA MATERNAL FETAL MEDICINE PHYSICIAN FA 432806 0 0 0 0 0 0 0 0 0 432806 0 0 0 ROBYN LATESSA FORMER CHIEF ACADEMIC OFFICER 381485 0 0 0 0 0 0 0 6902 0 388387 0 0 0 ELIZABETH BUYS FORMER CHAIR, DEPARTMENT OF OBSTETRI 350099 0 0 0 0 0 0 0 17992 0 368091 0 0 0 STEPHEN BUIE FORMER CHAIR, PSYCHIATRY 311874 0 0 0 0 0 0 0 0 0 311874 0 0 0 BRYAN HODGE CHIEF ACADEMIC OFFICER 258849 0 0 0 0 0 0 0 22961 0 281810 0 0 0 BENJAMIN LEVIN CHIEF FINANCIAL OFFICER 195030 0 0 0 0 0 0 0 21661 0 216691 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. PART I, LINE 4B THE FOLLOWING INDIVIDUALS MADE PRINCIPAL 457 PLAN CONTRIBUTIONS IN THE AMOUNTS LISTED BELOW: CAROL COULSON: $17,725 JESSICA KNAPP: $22,500 KRISTIN CHALLY: $22,497 LISA FOGLIA: $19,403 STEVE BUIE: $22,495 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 IX, LINE 11G OTHER SERVICES: PROGRAM SERVICE EXPENSES 10,550,028. MANAGEMENT AND GENERAL EXPENSES 1,184,123. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,734,151. SERVICES -- SURGERY: PROGRAM SERVICE EXPENSES 528,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 528,000. SERVICES -- PSYCHIATRY: PROGRAM SERVICE EXPENSES 112,698. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,698. SERVICES - HENDERSONVILLE: PROGRAM SERVICE EXPENSES 416,602. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 416,602. PRECEPTOR SERVICES: PROGRAM SERVICE EXPENSES 446,236. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 446,236. FORM 990, PART XI, LINE 9: CHANGE IN VALUE IN PERPERTUALLY RESTRICTED 5,246. FORM 990, PART XII, LINE 2C OVERSIGHT AND SELECTION PROCESS IS UNCHANGED FROM PRIOR YEAR.