2024-11-15T06:41:54-06:00 2023-12-31 990 2023-01-01 560543238 LEXINGTON MEDICAL CENTER LEXI 3367164445 PO BOX 1817 250 HOSPITAL DRIVE LEXINGTON NC 272931817 BRADLEY A CLARK TREASURER 3367164445 2024-11-14 0 2023 2024-10-15 13:58:12Z ATRIUM HEALTH WAKE FOREST BAPTIST LE CHAD BROWN PO BOX 1817 250 HOSPITAL DRIVE LEXINGTON NC 272931817 153347295 0 X WWW.WAKEHEALTH.EDU X 1954 NC TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING FOR ALL. 19 13 0 30 22519 0 423824 168984 140587779 152514500 13 24 663787 663787 141675403 153347295 25768 400 0 0 53507304 63369945 0 0 0 74337196 72180723 127870268 135551068 13805135 17796227 165612388 182329717 6300816 5221918 159311572 177107799 X SEE SCHEDULE O 0 0 126295720 400 152491981 SEE SCHEDULE O 126295720 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 19 13 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ERIN KOEWING 3367164445 MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 BRADLEY A CLARK TREASURER 0.50 39.50 X 1431976 0 145795 MICK FISHER DIRECTOR 2.00 38.00 X 0 887944 41049 MICHAEL T WAID DIRECTOR 0.80 39.20 X 0 797934 57880 D BRANDON CHAPMAN MD DIRECTOR 2.00 38.00 X 0 582473 58420 WILLIAM B JAMES DIRECTOR & PRESIDENT 38.00 2.00 X X 0 468381 51951 DANNY SQUIRES FINANCE DIRECTOR 19.00 21.00 X 0 259167 39229 JACOB FREEMAN CHIEF NURSING OFFICER 40.00 0.00 X 0 225979 38929 KARIN MABE DIRECTOR (TO 3/31/23) 2.20 37.80 X 0 199934 17041 SARAH MONTELEONE INTERNAL TEMP NURSE 40.00 0.00 X 0 210827 0 JASON BYERS INTERNAL TEMP NURSE 40.00 0.00 X 0 189493 0 LEANDRA FOSTER STAFF NURSE II 40.00 0.00 X 0 186581 0 ALANNA BARBEE STAFF NURSE II 40.00 0.00 X 0 183728 0 NICOLE PEDERSON SMITH DIRECTOR 2.00 38.00 X 0 74627 25667 DENISE HEGE SECRETARY 38.00 2.00 X 0 70429 15858 TAMMY ABSHER DIRECTOR 2.00 0.00 X 0 0 0 ROSALIND BAKER DIRECTOR 2.00 0.00 X 0 0 0 ROBIN TEAM JR DIRECTOR 2.00 0.00 X 0 0 0 ROBERT EVANS MD DIRECTOR 2.00 0.00 X 0 0 0 REV DR RAY HOWELL DIRECTOR 4.00 0.00 X 0 0 0 NINA SMITH VICE CHAIR 2.00 0.00 X X 0 0 0 MICHAEL HOLSHOUSER CHAIR 2.00 0.00 X X 0 0 0 LILLIAN KOONTZ DIRECTOR 2.00 0.00 X 0 0 0 HOLLY MYERS DIRECTOR 2.00 0.00 X 0 0 0 GORDON KAMMIRE MD DIRECTOR 2.00 38.00 X 0 0 0 DEBBY BROWN DIRECTOR 2.00 0.00 X 0 0 0 CHARLES MILLER DIRECTOR 2.00 0.00 X 0 0 0 1431976 4337497 491819 0 0 1 1 AYA HEALTHCARE INC DEPT 3519 P O BOX 123519 DALLAS TX 75312 HEALTHCARE SERVICES 5268327 SODEXO MAGIC LLC PO BOX 360170 PITTSBURGH PA 15251 FACILITIES MANAGEMENT SERVICES 787761 CROSS COUNTRY STAFFING P O BOX 404674 ATLANTA GA 30384 STAFFING SERVICES 528653 TRIMEDX HOLDINGS LLC PO BOX 636129 CINCINNATI OH 45263 CLINICAL ENGINEERING SERVICES 354366 DAVIDSON SURGICAL ASSOCIATES INC 1219-A LEXINGTON AVENUE THOMASVILLE NC 27360 HEALTHCARE SERVICES 340600 14 143514 25470 168984 PATIENT SERVICE REVENUE 622110 152121573 152099054 22519 DIETARY REVENUE 722513 392927 392927 152514500 24 24 663787 0 663787 663787 663787 153347295 152491981 22519 663811 X 400 400 872276 436138 436138 49559547 44316752 5242795 1590395 1422151 168244 8255676 7382326 873350 3092051 2764950 327101 10233 6804 3429 9463 9463 161109 107120 53989 13905133 13536611 368522 900 841 59 546453 439698 106755 36249 29167 7082 4055720 3263396 792324 26325 21182 5143 2576 2073 503 4600 3058 1542 5524965 4831427 693538 210590 210590 MEDICAL SUPPLIES 20809013 20809013 BAD DEBTS 20035656 20035656 PROVIDER ASSESSMENT TAX 5946802 5946802 OTHER SUPPLIES 894936 720102 174834 135551068 126295720 9255348 0 1632385 4171949 15794997 16965739 1502215 1504598 384057 314494 114285467 81205770 35536440 33079697 419561 377605 110342733 125915635 165612388 182329717 4817434 4387811 146455 146455 1336927 687652 6300816 5221918 X 159276528 176929211 35044 178588 159311572 177107799 165612388 182329717 17796227 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 9463 9463 0 PART II-B, LINE 1: THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION (AHA) AND THE NORTH CAROLINA HEALTHCARE ASSOCIATION (NCHA). A PORTION OF THE MEMBERSHIP DUES PAID ARE ALLOCATED TO LOBBYING EFFORTS BY THOSE ORGANIZATIONS ON BEHALF OF THEIR MEMBERSHIP BODIES. 2026025 2026025 68286381 45263461 23022920 41854901 35810101 6044800 2118160 132208 1985952 33079697 OTHER ASSETS 135749 INTERCOMPANY RECEIVABLE 125690242 OPERATING LEASES (LESS ACCUM DEPREC) 89644 125915635 0 OPERATING LEASE PAYABLE 89349 OTHER RESERVES 598303 687652 X PART X, LINE 2: THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS CALENDAR YEARS ENDED DECEMBER 31, 2023 AND 2022, INCLUDING A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF ITS JOINT VENTURES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS FOR CALENDAR YEARS ENDED DECEMBER 31, 2023 AND 2022. 1 1 1 X 300.000000000000 1 X 1 1 1 0 1 1 1258283 1258283 0.01090 20195385 27393858 0 0.00000 4291950 3899437 392513 0.00340 25745618 31293295 1650796 0.01430 2324 2324 0.00000 0.00000 2324 2324 0.00000 25747942 31293295 1653120 0.01430 2545 2545 0.00000 2545 2545 0.00000 0 4028821 0 49249433 54052825 -4803392 X 1 1 1 1 ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER 250 HOSPITAL DRIVE LEXINGTON NC 27292 WWW.WAKEHEALTH.EDU H0027 X X X ATRIUM HEALTH WFB LEXINGTON MEDICAL CENT 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X SEE PART V, PAGE 8 X 1 22 1 SEE PART V, PAGE 8 0 1 X 300.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X SEE PART V X SEE PART V X SEE PART V X X X X X X X 1 X 0 X X X X 1 X 0 0 ATRIUM HEALTH WFB LEXINGTON MEDICAL CENTER PART V, SECTION B, LINE 5: DURING THE CONDUCTION OF ITS MOST RECENT CHNA, THE HOSPITAL FACILITY SOUGHT COMMUNITY INPUT THROUGH THE FOLLOWING PRIMARY SOURCES: -A JOINT COMMUNITY HEALTH SURVEY CONDUCTED BY THE HOSPITAL FACILITY, DAVIDSON COUNTY HEALTH DEPARTMENT, AND NOVANT HEALTH THOMASVILLE MEDICAL CENTER.-INTERVIEWS WITH COMMUNITY LEADERS WHO REPRESENT AND SERVE THE INTERESTS OF UNDERSERVED POPULATIONS. -COMMENTS FROM PRIOR COMMUNITY HEALTH NEED ASSESSMENTS AND IMPLEMENTATION STRATEGIESADDITIONALLY, THE HOSPITAL FACILITY USED SECONDARY DATA SOURCES INCLUDING, BUT NOT LIMITED TO: -ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER COMMUNITY DASHBOARD/HEALTH COMMUNITIES INSTITUTE-COUNTY HEALTH RANKINGS & ROADMAPS-STATE OF THE COUNTY HEALTH REPORT-US CENSUS BUREAU 2020 CENSUS-NC CENTER FOR HEALTH STATISTICS-HEALTHY NORTH CAROLINA 2030-CENTERS FOR MEDICARE/MEDICAID - HEALTH OUTCOMES SURVEY-DATA AND STATISTICS FROM LOCAL HEALTH DEPARTMENTS AND COMMUNITY INITIATIVESATRIUM HEALTH WFB LEXINGTON MEDICAL CENTERPART V, SECTION B, LINE 7A:WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTSATRIUM HEALTH WFB LEXINGTON MEDICAL CENTERPART V, SECTION B, LINE 10A:WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTS ATRIUM HEALTH WFB LEXINGTON MEDICAL CENTER PART V, SECTION B, LINE 11: THE HOSPITAL FACILITY'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IDENTIFIED NUMEROUS COMMUNITY HEALTH NEEDS AND CONCERNS. EACH IDENTIFIED HEALTH NEED WAS REVIEWED AND ASSIGNED A VALUE WITH THE GREATEST WEIGHT PLACED UPON HEALTH DISPARITIES ASSOCIATED WITH THE NEED, THE BURDEN OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENTIONS, AND THE IMPORTANCE THE COMMUNITY PLACES ON ADDRESSING THE HEALTH NEED. THE FOLLOWING HEALTH NEEDS WERE PRIORITIZED BY THE HOSPITAL FACILITY IN ITS MOST RECENT CHNA: 1) ACCESS TO CARE WITH A FOCUS ON SPECIAL POPULATIONS WHO EXPERIENCE MENTAL HEALTH CHALLENGES AND SUBSTANCE USE DISORDERS2) SOCIAL IMPACT AND INJUSTICE WITH A FOCUS ON ADDRESSING HOMELESSNESS AND INFLUENCING THE ROOT CAUSE OF HEALTH ISSUES CAUSED BY POWER IMBALANCES IN POLITICAL, ECONOMIC, HEALTH, AND EDUCATIONAL SYSTEMS THAT RESULT IN HEALTH INEQUALITIES.3) CHRONIC AND EMERGING DISEASES WITH A FOCUS ON SUPPORTING INITIATIVES FOR EARLY DETECTION AND ONGOING TREATMENT OF CHRONIC ILLNESS, OBESITY, AND NEW DISEASES SUCH AS COVID-19. A CONCENTRATED FOCUS WILL BE PLACED ON REDUCING THE PREVALENCE OF CHRONIC DISEASE RISK FACTORS INCLUDING HIGH BLOOD PRESSURE AND HIGH CHOLESTEROL. THE HOSPITAL FACILITY IMPLEMENTATION STRATEGY OUTLINES THE PROGRAMS AND RESOURCES THE HOSPITAL FACILITY WILL USE TO ADDRESS THE ABOVE MENTIONED PRIORITIZED HEALTH NEEDS. THE IMPLEMENTATION STRATEGY ALSO INCLUDES AN EVALUATION OF IMPACT OF THOSE PROGRAMS ON PRIORITIZED COMMUNITY HEALTH NEEDS IDENTIFIED FROM THE CHNA. ALL EFFORTS IN COMBINATION WITH THE HOSPITAL'S VALUE OF NONDISCRIMINATION AND COMPASSIONATE CARE ARE DESIGNED TO MEET THE SIGNIFICANT HEALTH NEEDS OF THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT. THE HOSPITAL FACILITY ACKNOWLEDGES THE IMPORTANCE OF ALL COMMUNITY HEALTH NEEDS THAT WERE IDENTIFIED IN THE CHNA; HOWEVER, THE HOSPITAL FACILITY'S RESOURCES AND ASSETS WERE BEST ALIGNED TO FOCUS ON THE PRIORITIZED NEEDS MENTIONED ABOVE. THE CHNA PROVIDES A COMPREHENSIVE LIST OF AVAILABLE RESOURCES IN THE COMMUNITY FOR THOSE NEEDS THAT WERE NOT PRIORITIZED BY THE HOSPITAL FACILITY. ALTHOUGH NOT PRIORITIZED, THE HOSPITAL FACILITY WILL CONTINUE TO PARTNER WITH COMMUNITY AND NON-PROFIT ORGANIZATIONS TO HELP ADDRESS THESE NEEDS. ATRIUM HEALTH WFB LEXINGTON MEDICAL CENTER PART V, SECTION B, LINE 13H: THE HOSPITAL MAY USE COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO PRESUMPTIVELY SCREEN RESPONSIBLE INDIVIDUALS TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS.ATRIUM HEALTH WFB LEXINGTON MEDICAL CENTERPART V, LINE 16A, FAP WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCEATRIUM HEALTH WFB LEXINGTON MEDICAL CENTERPART V, LINE 16B, FAP APPLICATION WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCEATRIUM HEALTH WFB LEXINGTON MEDICAL CENTERPART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCE ATRIUM HEALTH WFB LEXINGTON MEDICAL CENTER PART V, SECTION B, LINE 16J: IN ADDITION TO THE METHODS PREVIOUSLY DESCRIBED, THE HOSPITAL INFORMS PATIENTS ABOUT ITS FAP DURING INTAKE AND DISCHARGE BY PROVIDING A PLAIN LANGUAGE SUMMARY OF THE FAP. THE HOSPITAL ALSO PLACES A CONSPICUOUS WRITTEN NOTICE OF THE FAP ON ITS PATIENT BILLING STATEMENTS. 6 1 - AHWFB ENTHEAD & NECK SURGERY -LEXINGTON 106 W MEDICAL PARK DR STE C LEXINGTON NC 27292 SPECIALTY CARE CLINIC 2 - AHWFB INFECTIOUS DISEASES -LEXINGTON 10 MEDICAL PARK DR LEXINGTON NC 27292 SPECIALTY CARE CLINIC 3 - AHWFB OBSTETRICS & GYNECOLOGY -LEXINGTON 7 MEDICAL PARK DR LEXINGTON NC 27292 SPECIALTY CARE CLINIC 4 - AHWFB PAIN MANAGEMENT -LEXINGTON 10 MEDICAL PARK DR LEXINGTON NC 27292 SPECIALTY CARE CLINIC 5 - AHWFB RADIATION ONCOLOGY -LEXINGTON 107 W MEDICAL PARK DR LEXINGTON NC 27292 SPECIALTY CARE CLINIC 6 - AHWFB WOUND CARE CENTER -LEXINGTON 10 MEDICAL PARK DR LEXINGTON NC 27292 SPECIALTY CARE CLINIC PART I, LINE 3C: THE ORGANIZATION UTILIZES COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS UNDER ITS FAP POLICY. ADDITIONAL ELIGIBILITY CRITERIA INCLUDES THE FOLLOWING: -PATIENT MUST BE UNINSURED OR HAVE NO OTHER THIRD PARTY FUNDING SOURCE OR GUARANTOR-SERVICES FOR WHICH DISCOUNTS APPLY MUST BE EMERGENT AND MEDICALLY NECESSARY-PATIENT MUST BE A VALID RESIDENT WITHIN A ZIP CODE BOUNDED BY OR INTERSECTING ONE OF THE COUNTIES DEFINED AS ATRIUM HEALTH WAKE FOREST BAPTIST'S SERVICE AREA-PATIENT MUST ENROLL IN ALL OTHER PRIMARY PAYER PROGRAMS FOR WHICH THE PATIENT IS ELIGIBLE AND MUST ASSIGN BENEFITS TO ATRIUM HEALTH WAKE FOREST BAPTIST EXCEPT IN THE CASE WHERE SUCH POLICY PREMIUM FOR ENROLLMENT WOULD RESULT IN MEDICAL INDIGENCE. PART I, LINE 6A: THE CONSOLIDATED COMMUNITY BENEFIT TOTAL OF THE ACADEMIC HEALTH SYSTEM ISREPORTED ATWWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/COMMUNITY-BENEFITS.THIS CONSOLIDATED TOTAL IS CALCULATED IN ACCORDANCE WITH REPORTING GUIDELINES ISSUED BY NORTH CAROLINA HEALTHCARE ASSOCIATION, WHICH DIFFER FROM FORM 990 SCHEDULE H INSTRUCTIONS. A SIGNIFICANT PORTION OF COMMUNITY BENEFIT ACTIVITIES CONDUCTED BY THE ACADEMIC HEALTH SYSTEM ARE NOT REPORTED ON FORM 990 SCHEDULE H BECAUSE MANY COMMUNITY BENEFIT ACTIVITIES ARE NOT CONDUCTED BY AN ENTITY THAT IS A 501(C)(3) HOSPITAL. PART I, LINE 7: THE ORGANIZATION USED THE WORKSHEETS PROVIDED IN THE INSTRUCTIONS TO FORM 990, SCHEDULE H TO COMPUTE ITS COST-TO-CHARGE RATIO.PART I, LINE 7B MEDICAID DIRECT OFF-SETTING REVENUEIN ADDITION TO FEE FOR SERVICE REVENUE, THE HOSPITAL RECEIVES ENHANCED CLAIMS PAYMENTS FUNDED BY A PROVIDER ASSESSMENT ADMINISTERED BY THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES. UNDER THE PROGRAM, A TAX IS ASSESSED AGAINST TOTAL HOSPITAL EXPENSES AND THE FEDERAL GOVERNMENT MATCHES THE ASSESSMENT AT A RATE OF NEARLY 2 TO 1. THE PROCEEDS ARE THEN USED TO FUND ENHANCED FEE FOR SERVICES RATES ALONG WITH A DISPROPORTIONATE SHARE PAYMENT BACK TO HOSPITALS. PART I, LN 7 COL(F): THE ORGANIZATION'S PATIENT BAD DEBT EXPENSE PER THE AUDITED FINANCIAL STATEMENTS WAS $20,035,656 FOR THE YEAR ENDED DECEMBER 31, 2023. THIS AMOUNT IS NOT INCLUDED IN THE CALCULATION OF CHARITY CARE FOR PART I, LINE 7. PART II, COMMUNITY BUILDING ACTIVITIES: ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), OF WHICH THE HOSPITAL IS AN INTEGRAL PART, IS COMMITTED TO COMMUNITY OUTREACH, EDUCATION, AND RESEARCH TO IMPROVE LIVES OF ALL RESIDENTS IN THE COMMUNITIES IT SERVES THROUGH SEVERAL PROGRAMS AND INITIATIVES THAT PROMOTE DIVERSITY, EQUITY, AND INCLUSION (DEI). AHWFB BELIEVES THAT CREATING A DIVERSE, EQUITABLE, INCLUSIVE, AND CULTURALLY ATTUNED WORKPLACE IS CRUCIAL TO OUR MISSION TO IMPROVE HEALTH IN THE COMMUNITIES WE SERVE. THE OFFICE OF DEI OVERSEES OUR DEI AGENDA AIMED AT CREATING LASTING IMPACT AND ACHIEVING TRANSFORMATIVE EQUITY IN HEALTHCARE, LEADERSHIP, WORKFORCE, LEARNERS, AND COMMUNITY. AHWFB RECOGNIZES THAT DIVERSITY IS NOT LIMITED TO RACE AND ETHNICITY BUT MUST ALSO CONSIDER SOCIOECONOMIC STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, ABILITIES, AND RELIGIOUS COMMITMENT. TO ELIMINATE THE PERVASIVE HEALTH DISPARITIES THAT EXIST IN OUR REGION AND COUNTRY, AHWFB IS DEVOTED TO RECRUITING, RETAINING, AND TRAINING A DIVERSE CADRE OF TEAMMATES AND ENSURING THAT EDUCATIONAL PROGRAMS ADDRESS HEALTH DISPARITIES WHILE ENABLING HEALTH CARE PROFESSIONALS TO PROVIDE CULTURALLY COMPETENT CARE. AHWFB'S CLINICAL FOCUS ON HEALTH EQUITY WAS RECOGNIZED BY THE U.S. HUMAN RIGHTS CAMPAIGN FOUNDATION, WHICH DESIGNATED THE MEDICAL CENTER A 2023 "TOP PERFORMER IN LGBTQ HEALTHCARE EQUALITY".THE ORGANIZATION PROVIDES RESOURCES AND FINANCIAL SUPPORT TO OTHER LOCAL ORGANIZATIONS WHOSE MISSIONS ARE TO IMPROVE PUBLIC HEALTH BY ADDRESSING THE ROOT CAUSES OF HEALTH ISSUES BY FOCUSING ON THE SOCIAL DETERMINANTS OF HEALTH SUCH AS POVERTY, LACK OF EDUCATION, RACISM, AND OTHER SOCIAL DISPARITIES. ADDITIONALLY, HOSPITAL EMPLOYEES PROVIDE COMMUNITY SUPPORT BY SERVING ON LOCAL BOARDS FOR COMMUNITY BASED ORGANIZATIONS OR PARTICIPATING IN COMMUNITY COALITIONS OR TASKFORCES. PART III, LINE 2: THE ORGANIZATION USED WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS TO COMPUTE A COST TO CHARGE RATIO, WHICH IS USED TO CALCULATE BAD DEBT AT COST. BAD DEBT HAS NOT BEEN INCLUDED IN THE COMPUTATION OF COMMUNITY BENEFIT ON PART I, LINE 7. PART III, LINE 4: FOOTNOTE 2 (PATIENT SERVICE REVENUE) ON PAGE 10 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE TREATMENT OF BAD DEBT. PART III, LINE 8: THE HOSPITAL USES AN OVERALL COST TO CHARGE RATIO CALCULATION BASED ON AUDITED FINANCIAL STATEMENTS BUT REMOVES COST ASSOCIATED WITH BAD DEBT, GME, COMMUNITY HEALTH IMPROVEMENT, COMMUNITY BUILDING, AND CHARITY CARE SO AS NOT TO COUNT THOSE COSTS TWICE. PART III, LINE 9B: THE HOSPITAL MAKES A REASONABLE EFFORT TO DETERMINE AN INDIVIDUAL'S ELIGIBILITY FOR FINANCIAL ASSISTANCE BEFORE ENGAGING IN ANY COLLECTION ACTIONS.ALL COLLECTION ACTIONS WILL BE SUSPENDED IF THE INDIVIDUAL SUBMITS A COMPLETED FAP APPLICATION DURING THE APPLICATION PERIOD, OR IF THE INDIVIDUAL SUBMITS AN INCOMPLETE APPLICATION DURING THE APPLICATION PERIOD THAT IS SUBSEQUENTLY COMPLETED WITHIN A REASONABLE TIME AFTER THE HOSPITAL REQUESTS FURTHER INFORMATION. IF THE INDIVIDUAL IS DETERMINED NOT TO BE ELIGIBLE FOR A FULL DISCOUNT UNDER THE FAP, ANY COLLECTION ACTIVITIES WILL BE RESUMED AS TO THE OUTSTANDING BALANCE OWED. IF THE INDIVIDUAL IS DETERMINED TO BE ELIGIBLE FOR ASSISTANCE UNDER THE FAP, APPROPRIATE MEASURES ARE TAKEN TO REFUND ANY AMOUNTS OWED TO THE INDIVIDUAL AND REVERSE OR MODIFY COLLECTION ACTIONS CONSISTENT WITH THE NEW BALANCE OWED AFTER APPLYING THE APPLICABLE FAP DISCOUNTS. PART VI, LINE 2: THE HOSPITAL FACILITY'S MOST RECENT CHNA WAS BASED ON A SET OF BEST PRACTICES FOR COMMUNITY HEALTH ASSESSMENTS WITH THE PURPOSE OF IDENTIFYING REGIONAL PRIORITY AREAS TO FOCUS ON FOR CY2022 TO CY2024. THE PROCESS WAS DESIGNED TO RELY ON EXISTING PUBLIC DATA, DIRECTLY ENGAGING COMMUNITY STAKEHOLDERS, AND COLLABORATE WITH LOCAL PUBLIC HEALTH, OTHER HEALTH CARE PROVIDERS; AS WELL AS, COMMUNITY PARTNERS SUCH AS FAITH NETWORKS RELEVANT TO THE SOCIAL FACTORS UNDERLYING PATTERNS OF ACCESS. THE ASSESSMENT WAS CONDUCTED IN THREE STAGES: 1) DATA REVIEW OF PRIMARY AND SECONDARY SOURCES, 2) SETTING PRIORITIES, AND 3) COMMUNITY ASSET INVENTORY. THE DATA REVIEW AND PRIORITY SETTING PHASES BEGAN WITH THE COMPILATION OF EXISTING HEALTH-RELATED DATA. STAKEHOLDERS REVIEWED MULTIPLE DATA SETS INCLUDING LOCAL PUBLIC HEALTH NEEDS ASSESSMENTS, NORTH CAROLINA INDICATORS FOR COMMUNITY HEALTH ASSESSMENT, INTERNAL DISEASE REGISTRIES, COUNTY HEALTH RANKINGS, AND OTHERS. COMMUNITY FEEDBACK IN THE FORM OF RESIDENT SURVEYS AND INTERVIEWS WITH COMMUNITY LEADERS THAT REPRESENT THE UNDERSERVED AND VULNERABLE POPULATIONS WERE ALSO CONSIDERED. ONCE COMMUNITY HEALTH NEEDS WERE IDENTIFIED, AN INTERNAL STEERING COMMITTEE AND SENIOR LEADERSHIP REVIEWED A SET OF CRITERIA TO DEVELOP THE PRIORITY RANKINGS. EACH IDENTIFIED HEALTH NEED WAS REVIEWED AND ASSIGNED A VALUE WITH THE GREATEST WEIGHT PLACED UPON HEALTH DISPARITIES ASSOCIATED WITH THE NEED, THE BURDEN OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENTIONS, AND THE IMPORTANCE THE COMMUNITY PLACES ON ADDRESSING THE HEALTH NEED. FINALLY, THE HOSPITAL FACILITY DEVELOPED AN IMPLEMENTATION STRATEGY TO IDENTIFY THE MEANS THROUGH WHICH IT PLANS TO ADDRESS THOSE PRIORITIZED NEEDS THAT ARE CONSISTENT WITH THE CHARITABLE MISSION AS PART OF ITS COMMUNITY BENEFIT PROGRAMS FOR THE NEXT THREE CALENDAR YEARS. BEYOND PROGRAMS ADDRESSED IN THE IMPLEMENTATION STRATEGY, THE HOSPITAL FACILITY WILL CONTINUE TO ADDRESS MANY OF THE PRIORITIES BY PROVIDING CARE TO ALL, REGARDLESS OF ABILITY TO PAY. PART VI, LINE 3: THE ORGANIZATION USES A VARIETY OF MEANS TO EDUCATE AND INFORM PATIENTS OF THEIR FINANCIAL ASSISTANCE OPTIONS. INFORMATION REGARDING FINANCIAL ASSISTANCE CAN BE FOUND ON THE HOSPITAL FACILITY'S WEBSITE, IN PAMPHLETS, CONSPICUOUSLY DISPLAYED SIGNAGE, PATIENT BILL STATEMENTS, AND FROM TEAMMATES DURING CONVERSATIONS CONCERNING A PATIENT'S LIABILITY FOR SERVICES. THE HOSPITAL FACILITY EMPLOYS A PRE-SERVICE FINANCIAL CLEARANCE PROCESS THAT SCREENS PATIENTS PRIOR TO SERVICE DELIVERY FOR EXISTING OR AVAILABLE PAYER SOURCES AS A MEANS OF AVOIDING BAD DEBT AND INAPPROPRIATE BILLING TO PATIENTS WITHOUT THE MEANS TO PAY. IF A PAYER SOURCE IS IDENTIFIED, TEAMMATES WILL ASSIST THE PATIENT WITH ENROLLMENT. PART VI, LINE 4: ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER IS LOCATED IN LEXINGTON, NORTH CAROLINA. THE PRIMARY COMMUNITY BENEFIT SERVICE AREA (CBSA) IS DAVIDSON COUNTY, NORTH CAROLINA. DAVIDSON COUNTY IS LOCATED IN THE PIEDMONT TRIAD REGION AND COVERS 553 SQUARE MILES WITH A POPULATION OF APPROXIMATELY 168,930. MOSTLY RURAL, THE COUNTY IS CHARACTERIZED BY GENTLE, ROLLING TERRAIN BROKEN BY HILLS AND STREAMS. THE COUNTY INCLUDES THE CITIES OF LEXINGTON AND THOMASVILLE. NEIGHBORING COUNTIES INCLUDE DAVIE, FORSYTH, GUILFORD, MONTGOMERY, RANDOLPH, AND ROWAN. LEXINGTON IS HISTORICALLY KNOWN AS A FURNITURE AND TEXTILE CENTER AND ALSO FAMOUS FOR ITS FAMOUS "LEXINGTON STYLE" BARBECUE. OTHER COMMON INDUSTRIES IN THE COUNTY INCLUDE MANUFACTURING, HEALTHCARE, SOCIAL ASSISTANCE, AND RETAIL. BELOW IS A DEMOGRAPHIC SNAPSHOT OF THE POPULATION FOR DAVIDSON COUNTY: POPULATION BY RACE/ETHNICITY-NON-HISPANIC WHITE: 79.4%-NON-HISPANIC AFRICAN-AMERICAN: 10.1%-HISPANIC OR LATINO: 7.4%-ASIAN: 1.6%-ALL OTHER: 1.5%POPULATION BY AGE DISTRIBUTION -BELOW 18 YEARS: 27.2%-AGE 65 AND OLDER: 18.5%POPULATION BY SEX-MALE 48.9%-FEMALE 51.1%INCOME--MEDIAN FAMILY HOUSEHOLD: $52,205--PERSONS IN POVERTY: 15.2%UNINSURED POPULATION UNDER AGE 65: 14.6% PART VI, LINE 5: ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), OF WHICH THE HOSPITAL IS AN INTEGRAL PART, IS COMMITTED TO BEING RESPONSIVE TO THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES THROUGH A NUMBER OF PROGRAM ACTIVITIES AND COMMUNITY HEALTH IMPROVEMENT INITIATIVES. AHWFB ADOPTED AND MAINTAINS A FINANCIAL ASSISTANCE POLICY, PROVIDES SUBSIDIZED HEALTH SERVICES TO PATIENTS IN NEED, AND ACCEPTS ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OPERATES AN EMERGENCY ROOM THAT IS OPEN 24/7, AND ITS GOVERNING BOARD IS PREDOMINANTLY COMPRISED OF LEADERS WITHIN THE DAVIDSON COUNTY COMMUNITY. FUNDS ARE REINVESTED IN HEALTH IMPROVEMENT INITIATIVES TO BETTER SERVE COMMUNITY HEALTH NEEDS, INCLUDING IMPROVEMENT OF FACILITIES AND MEDICAL SERVICES WITH THE LATEST TECHNOLOGICAL ADVANCES, CASH AND IN-KIND DONATIONS TO LOCAL NON-PROFIT COMMUNITY ORGANIZATIONS, AND COMMUNITY BASED HEALTH IMPROVEMENT PROGRAMMING. SUCH PROGRAMMING INCLUDES BEST HEALTH COMMUNITY EDUCATION CLASSES, CHRONIC DISEASE SELF-MANAGEMENT PROGRAMS, STROKE AWARENESS SEMINARS, PUBLIC SCREENINGS, CAREGIVER ACADEMY, AND OTHER HEALTH EDUCATION EVENTS HELD LOCALLY THROUGHOUT THE YEAR. AHWFB PROVIDES A CERTIFIED ATHLETIC TRAINER THAT WORKS FULL-TIME IN DAVIDSON COUNTY SCHOOLS. HOSPITAL EMPLOYEES ALSO ASSIST WITH THE CORY HOLT FOUNDATION FOOTBALL CLINIC TO PROMOTE SPORTS SAFETY. PART VI, LINE 6: THE FILING ORGANIZATION IS A NETWORK HOSPITAL OF ATRIUM HEALTH WAKE FOREST BAPTIST, A PREEMINENT ACADEMIC HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION. TOGETHER WITH AN INTEGRATED GROUP OF 501(C)(3) HOSPITALS, PHYSICIAN NETWORKS, OTHER HEALTHCARE PROVIDERS, AND WAKE FOREST UNIVERSITY HEALTH SCIENCES (WHICH OPERATES WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE), THE ORGANIZATION IS COMMITTED TO PROVIDING SIGNIFICANT BENEFITS TO THE COMMUNITIES IT SERVES ACROSS NORTHWESTERN NORTH CAROLINA. EACH HOSPITAL ORGANIZATION REPORTS ITS OWN COMMUNITY BENEFIT ON FORM 990, SCHEDULE H. COMMUNITY BENEFITS OF THE ACADEMIC HEALTH SYSTEM ARE PUBLISHED IN A CONSOLIDATED COMMUNITY BENEFIT REPORT, LOCATED AT WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/COMMUNITY-BENEFITS. THIS CONSOLIDATED TOTAL IS CALCULATED IN ACCORDANCE WITH REPORTING GUIDELINES ISSUED BY THE NORTH CAROLINA HEALTHCARE ASSOCIATION, WHICH DIFFER FROM FORM 990, SCHEDULE H INSTRUCTIONS. A SIGNIFICANT PORTION OF COMMUNITY BENEFIT ACTIVITIES CONDUCTED BY THE ACADEMIC HEALTH SYSTEM ARE NOT REPORTED ON FORM 990, SCHEDULE H BECAUSE MANY COMMUNITY BENEFIT ACTIVITIES ARE NOT CONDUCTED BY AN ENTITY THAT IS A 501(C)(3) HOSPITAL. 0 1 0 0 0 0 0 0 0 BRADLEY A CLARK TREASURER 991783 0 356324 0 83869 0 109999 0 35796 0 1577771 0 80393 0 MICK FISHER DIRECTOR 0 569112 0 246207 0 72625 0 24894 0 16155 0 928993 0 0 MICHAEL T WAID DIRECTOR 0 492096 0 187259 0 118579 0 22775 0 35105 0 855814 0 91177 D BRANDON CHAPMAN MD DIRECTOR 0 533081 0 29356 0 20036 0 24706 0 33714 0 640893 0 0 WILLIAM B JAMES DIRECTOR & PRESIDENT 0 331379 0 90090 0 46912 0 24326 0 27625 0 520332 0 37279 DANNY SQUIRES FINANCE DIRECTOR 0 229228 0 26600 0 3339 0 16090 0 23139 0 298396 0 0 JACOB FREEMAN CHIEF NURSING OFFICER 0 201245 0 20000 0 4734 0 9096 0 29833 0 264908 0 0 KARIN MABE DIRECTOR (TO 3/31/23) 0 107343 0 92040 0 551 0 13212 0 3829 0 216975 0 0 SARAH MONTELEONE INTERNAL TEMP NURSE 0 210827 0 0 0 0 0 0 0 0 0 210827 0 0 JASON BYERS INTERNAL TEMP NURSE 0 189493 0 0 0 0 0 0 0 0 0 189493 0 0 LEANDRA FOSTER STAFF NURSE II 0 186581 0 0 0 0 0 0 0 0 0 186581 0 0 ALANNA BARBEE STAFF NURSE II 0 183728 0 0 0 0 0 0 0 0 0 183728 0 0 PART I, LINE 4B CERTAIN DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION PARTICIPATED IN AND/OR RECEIVED PAYMENTS FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN (RESTORATION OR SERP). THE DETERMINATION OF THE PAYMENT AMOUNT FROM THE NON-QUALIFIED DEFERRED COMPENSATION PLANS FOLLOWED THE EMPLOYMENT ORGANIZATION'S COMPENSATION PROCEDURES. THE FOLLOWING DIRECTORS AND OFFICERS RECEIVED PAYMENTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS DURING THE CURRENT TAX YEAR: BRADLEY A. CLARK 80,393 WILLIAM B. JAMES 37,279 MICHAEL T. WAID 91,177 FORM 990, PART VII, LINE 5 - COMPENSATION FROM UNRELATED ORGANIZATION BRADLEY A. CLARK WAS COMPENSATED BY THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (CMHA, DOING BUSINESS AS ATRIUM HEALTH), AN AFFILIATED BUT UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION. SEE PART VII AND SCHEDULE J FOR HIS COMPENSATION. FORM 990, PART I, DOING BUSINESS AS: ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER FORM 990, PART III, LINE 1 LEXINGTON MEDICAL CENTER (DBA ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER, AT TIMES ALSO REFERRED TO AS THE "HOSPITAL OR "AHWFB-LMC OR "THE FILING ORGANIZATION") IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AT TIMES ALSO REFERRED TO AS "AHWFB"), A PREEMINENT LEARNING HEALTH SYSTEM AND ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE, AND INNOVATION. AHWFB'S MISSION IS TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING FOR ALL. AHWFB'S VISION IS TO BE THE FIRST AND BEST CHOICE FOR CARE. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS THE ORGANIZATION OPERATES A 94 ACUTE CARE BED HOSPITAL WITH SPECIALTY SERVICES THAT INCLUDE ORTHOPEDIC SURGERY, GENERAL SURGERY, ENT/HEAD AND NECK SURGERY, AND CANCER CARE. LEXINGTON MEDICAL CENTER'S OUTPATIENT EXPERTISE INCLUDES DIGESTIVE HEALTH SERVICES, A STATE-OF-THE-ART REHABILITATION DEPARTMENT, A DIAGNOSTIC IMAGING CENTER, AND WOUND CARE CENTER. ITS COMMITMENT IS TO EDUCATE, DIAGNOSE, AND PROVIDE CARE AND TREATMENT TO THE RESIDENTS OF DAVIDSON COUNTY, NORTH CAROLINA, AND SURROUNDING AREAS. THE ORGANIZATION SERVES AS A SATELLITE PROVIDER OF ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB) SPECIALTY SERVICES AND IS ACCREDITED BY THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS AND HAS BEEN COMMITTED TO SERVING THE HEALTHCARE NEEDS OF DAVIDSON COUNTY SINCE THE 1920S. DURING CALENDAR YEAR 2023, THE HOSPITAL FACILITY HAD APPROXIMATELY 14,300 PATIENT DAYS, INCLUDING APPROXIMATELY 3,475 ADMISSIONS, AND APPROXIMATELY 35,600 EMERGENCY DEPARTMENT VISITS. THE ORGANIZATION PROVIDES NUMEROUS RESOURCES, ACTIVITIES, AND PROGRAMS TO SERVE THE HEALTH NEEDS OF ITS COMMUNITY. THESE PROGRAMS INCLUDE: -- BESTHEALTH A COMMUNITY WELLNESS OUTREACH PROGRAM OF AHWFB OFFERS HEALTH SEMINARS, SCREENINGS, COOKING AND FITNESS CLASSES, ONLINE HEALTH RESOURCES, AND A MEMBERSHIP PROGRAM WITH SPECIAL BENEFITS. SEMINARS LED BY EXPERTS FROM AHWFB PROVIDE THE LATEST INFORMATION ABOUT A VARIETY OF HEALTH TOPICS IN TALKS HELD AT CONVENIENT LOCATIONS THROUGHOUT THE COMMUNITY. MEMBERSHIP BENEFITS INCLUDE FREE HEALTH SCREENINGS, WELLNESS CHALLENGES, DISCOUNTS TO PARTICIPATING LOCAL MERCHANTS, E-NEWSLETTERS, AND PRIORITY NOTIFICATION OF EVENTS AND PROGRAMS. --FAITHHEALTHNC AN INITIATIVE THAT CONNECTS THE CARING STRENGTHS OF CONGREGATIONS, THE CLINICAL EXPERTISE OF PROVIDERS, AND A NETWORK OF COMMUNITY RESOURCES TO EASE THOSE ON THE JOURNEY TO HEALTH AND HEALING WHILE STRENGTHENING COMMUNITIES IN THE PROCESS. THERE ARE FAITHHEALTH CONNECTORS IN DAVIDSON COUNTY THAT SERVE MARGINALIZED POPULATIONS AND GIVE VOICE TO HEALTH DISPARITIES IN THE COMMUNITIES SURROUNDING THE MEDICAL CENTER. -- CHRONIC DISEASE SELF-MANAGEMENT PROGRAMS ONE OF THE SELF-MANAGEMENT PROGRAMS IS THE DIABETES EDUCATION PROGRAM THAT HELPS PEOPLE WITH DIABETES UNDERSTAND AND MANAGE THE DISEASE. THESE CLASSES ARE TAUGHT BY A REGISTERED DIETITIAN AND A REGISTERED NURSE WHO HELP INDIVIDUALS SET GOALS FOR MANAGING THE DISEASE AND MAINTAINING HEALTH AND WELL-BEING. THIS PROGRAM IS RECOGNIZED BY THE AMERICAN DIABETES ASSOCIATION. -- TELESTROKE NETWORK & STROKE AWARENESS SEMINARS THE TELESTROKE NETWORKS PROVIDES ACCESS TO STROKE CARE FOR PATIENTS IN SMALLER COMMUNITIES, LEXINGTON MEDICAL CENTER. EMERGENCY ROOM PHYSICIANS AT THE HOSPITAL AND THEIR STROKE PATIENTS RECEIVE ON-DEMAND CONSULTATIONS WITH AN AHWFB STROKE NEUROLOGIST BY USING A SPECIAL MOBILE ROBOT UNIT, EQUIPPED WITH VIDEO CONFERENCING. THE STROKE EXPERT CAN EVALUATE THE PRESENCE OR SEVERITY OF A STROKE AND ASSIST IN DETERMINING THE BEST TREATMENT PLAN. AHWFB INCREASED STROKE AWARENESS IN THE HOSPITALS' LOCAL COMMUNITIES BY PROVIDING STROKE EDUCATION THROUGH THE ROBOT TO HIGH SCHOOL STUDENTS, OLDER ADULTS, AND INTERNATIONAL STUDENTS. AHWFB ALSO PROVIDES AN ADVANCED STROKE LIFE SUPPORT COURSE AND CERTIFICATION TO EMERGENCY DEPARTMENT STAFF AND LOCAL EMS AGENCIES. -- CAREGIVER ACADEMY A PROGRAM OFFERING FREE CLASSES TO EDUCATE THE COMMUNITY ON HOW TO PREPARE FOR CAREGIVING AND ASSISTING FOR LOVED ONES, INCLUDING FINDING THE RIGHT RESOURCES, BEING YOUR OWN HEALTH CARE ADVOCATE, AND DEALING WITH THE PAPERWORK AND FINANCIAL BURDENS. -- ATHLETIC TRAINERS A CERTIFIED ATHLETIC TRAINER (ATC), PROVIDED BY AHWFB, WORKS FULL-TIME AT LEXINGTON SENIOR HIGH SCHOOL. THE ATC WORKS WITH STUDENT ATHLETES AND THEIR COACHES TO HELP KEEP THE ATHLETES SAFE AND HEALTHY AND TO TREAT AND HELP REHABILITATE SPORTS-RELATED INJURIES. -- HEALTHCARE APPRENTICESHIPS AHWFB PARTNERS WITH DAVIDSON-DAVIE COMMUNITY COLLEGE TO OFFER THE LARGEST HEALTHCARE APPRENTICESHIP PROGRAM IN NORTH CAROLINA. STUDENTS CAN WORK IN A HEALTHCARE PROFESSION WHILE TAKING COURSES RELATED TO THEIR CAREER GOALS. COURSES ARE AVAILABLE FOR THE FOLLOWING HEALTHCARE PROFESSIONS: MEDICAL ASSISTING, MEDICAL LABORATORY TECHNOLOGY, NURSING, LICENSED PRACTICAL NURSING, PHARMACY TECHNOLOGY, CENTRAL STERILE PROCESSING, SURGICAL TECHNOLOGY, AND NURSE AIDE. THIS PARTNERSHIP BUILDS OFF THE SUCCESS OF NORTH CAROLINA'S FIRST REGISTERED NURSE APPRENTICESHIP PROGRAM, ALSO A COLLABORATION BETWEEN THE COMMUNITY COLLEGE AND AHWFB. THIS NEW COLLABORATION EXPANDS APPRENTICESHIP OPPORTUNITIES TO OTHER CRITICAL HEALTHCARE FIELDS. IT NOT ONLY OFFERS STRUCTURE THAT SUPPORTS AND GROWS THE PIPELINE OF HEALTH CARE LEARNERS BUT ALSO AFFORDS THE UNIQUE OPPORTUNITY TO ENGAGE IN NEW THOUGHTS REGARDING MODELS OF CARE DESIGN AND LEVERAGE THE ACADEMIC LEARNING HEALTHCARE SYSTEM. IN ADDITION TO COMMUNITY PROGRAMS, THE HOSPITAL REGULARLY REINVESTS FUNDS IN MEDICAL TECHNOLOGIES AND STATE-OF-THE-ART EQUIPMENT TO BETTER MEET THE NEEDS OF THE COMMUNITY. LEXINGTON MEDICAL CENTER HAS A DA VINCI XI SURGICAL SYSTEM WHICH ALLOWS THE HOSPITAL TO OFFER MINIMALLY INVASIVE SURGERY, COMBINING THE LATEST ASSISTED SURGICAL TECHNOLOGIES THAT ALLOWS FOR EASIER ACCESS TO TARGETED AREAS. ADVANTAGES OF THIS TECHNOLOGY INCLUDE LESS BLOOD LOSS, PAIN, AND SCARING AND FASTER RECOVERY AND LESS TIME IN THE HOSPITAL. ATRIUM HEALTH WAKE FOREST BAPTIST LAUNCHED A NEW VIRTUAL SERVICE TO BETTER AND MORE QUICKLY MEET THE NEEDS OF PATIENTS HOSPITALIZED AT THE HEALTH SYSTEM'S HOSPITALS IN NORTH WILKESBORO AND LEXINGTON. IN 2023, AHWFB BEGAN INSTALLING WALK-THROUGH METAL DETECTORS AT EMERGENCY DEPARTMENTS ACROSS THE HEALTH SYSTEM, INCLUDING LEXINGTON MEDICAL CENTER. THE REGISTRATION AND METAL SCREENING PROCESSES ARE PART OF AN OVERALL STRATEGY TO CREATE A SAFER ENVIRONMENT BY MINIMIZING THE OPPORTUNITY FOR VIOLENT EVENTS INVOLVING WEAPONS. AMNESTY BOXES ARE ALSO INSTALLED OUTSIDE OF THE EMERGENCY DEPARTMENT FOR PATIENTS AND VISITORS TO VOLUNTARILY DISCARD PROHIBITED ITEMS, SUCH AS KNIVES AND FIREARMS, BEFORE THEY ENTER. FORM 990, PART IV, LINE 20B THE HOSPITAL HAS ATTACHED A COPY OF ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ITS CALENDAR YEAR ENDED DECEMBER 31, 2023 TO THE FORM 990. THE CONSOLIDATED FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE ACCRUAL BASIS IN CONFORMITY WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDE THE ASSETS AND OPERATIONS OF ALL ATRIUM HEALTH, INC. CONTROLLED ENTITIES, AND ATRIUM HEALTH WAKE FOREST BAPTIST ENTITIES (UNDER COMMON MANAGEMENT), INCLUDING: -WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AND AFFILIATES (INCLUDING THE FILING ORGANIZATION), -NORTH CAROLINA BAPTIST HOSPITAL AND AFFILIATES, -WAKE FOREST UNIVERSITY HEALTH SCIENCES AND AFFILIATES, -CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (DBA ATRIUM HEALTH CHARLOTTE) AND AFFILIATES, -FLOYD HEALTHCARE MANAGEMENT, INC. (DBA ATRIUM HEALTH FLOYD) AND AFFILIATES, AND -NAVICENT HEALTH INC. (DBA ATRIUM HEALTH NAVICENT) AND AFFILIATES. ALL SIGNIFICANT INTERCOMPANY TRANSACTIONS HAVE BEEN ELIMINATED IN CONSOLIDATION. FORM 990, PART VI, SECTION A, LINE 2 NICOLE SMITH AND NINA SMITH, DIRECTORS OF THE FILING ORGANIZATION, HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC), A NORTH CAROLINA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC), THE HOSPITAL'S SOLE MEMBER, HAS THE POWER TO ELECT AND REMOVE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE ORGANIZATION'S GOVERNING BODY WHICH REQUIRE APPROVAL BY THE SOLE MEMBER, WFUBMC, INCLUDE AMENDMENTS TO CERTAIN FUNDAMENTAL DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS) AND ELECTION AND REMOVAL OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FILING ORGANIZATION'S BOARD OF DIRECTORS RECEIVES COPIES OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW, COMMENT, AND QUESTIONS PRIOR TO ITS FILING. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL DIRECTORS PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ITS OFFICERS, DIRECTORS AND KEY EMPLOYEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DETERMINE ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS NOTED IN THE QUESTIONNAIRE ARE REVIEWED BY A STANDING COMMITTEE FOR APPROPRIATE RESOLUTION. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DETERMINE AND REPORT ANNUALLY, AND AS THEY ARISE, ANY POTENTIAL CONFLICTS OF INTEREST TO THE SECRETARY OF THE BOARD OF DIRECTORS. THE RESOLUTION OF POTENTIAL AND ACTUAL CONFLICTS IS SUBJECT TO THE APPROVAL OF THE CHAIR OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE FILING ORGANIZATION DOES NOT PAY COMPENSATION TO DIRECTORS FOR THEIR EFFORT DEVOTED TO THE ORGANIZATION. CERTAIN OFFICERS AND DIRECTORS ARE EMPLOYED BY UNRELATED BUT AFFILIATED ORGANIZATIONS, WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC) AND CHARLOTTE MECKLENBURG HOSPITAL AUTHORITY (CMHA) AND THE DETERMINATION OF THE COMPENSATION OF SUCH INDIVIDUALS IS CONDUCTED VIA THE PROCESS UTILIZED BY THE WFUBMC BOARD, AS FOLLOWS: THE ADVOCATE HEALTH COMPENSATION AND BENEFITS COMMITTEE ("THE COMMITTEE") OF THE ADVOCATE HEALTH, INC. BOARD OF DIRECTORS ("THE BOARD") HAS AUTHORITY AS THE WFUBMC BOARD DELEGATES TO IT, FOR THE REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION. NO MEMBER OF THE COMMITTEE IS AN EMPLOYEE OF WFUBMC OR THE FILING ORGANIZATION. THE COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT RETAINED DIRECTLY BY THE COMMITTEE TO PROVIDE THIRD-PARTY COMPENSATION COMPARABILITY DATA FOR EVALUATING THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS RELATIVE TO MARKET PRACTICES FOR SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS. IN EVALUATING COMPENSATION, THE COMMITTEE FOLLOWS CORPORATE GOVERNANCE BEST PRACTICE SUCH AS ADHERENCE TO THE COMPANY'S EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES TO ENSURE COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; DATA FROM HEALTHCARE ORGANIZATIONS OF COMPARABLE SIZE, STRUCTURE, AND COMPLEXITY; AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE COMMITTEE ARE MAINTAINED IN THE ADVOCATE HEALTH, INC. LEGAL DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S BYLAWS ARE NOT PUBLISHED, BUT PROVISIONS FROM THE BYLAWS ARE INCLUDED AS NECESSARY IN THE ORGANIZATION'S POLICIES, AND ARE ATTACHED TO THE FORM 1023 FILED FOR THE ORGANIZATION WITH THE IRS, WHICH IS PUBLICLY AVAILABLE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 13,536,611. MANAGEMENT AND GENERAL EXPENSES 368,522. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,905,133. LEXINGTON MEDICAL CENTER FOUNDATION 250 HOSPITAL DRIVE LEXINGTON NC 27292 581876553 SUPPORTING ORGANIZATION NC 501(C)(3) LINE 12A, I LEXINGTON MEDICAL CENTER 1 WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER MEDICAL CENTER BOULEVARD WINSTON SALEM NC 27157 510190238 HEALTHCARE NC 501(C)(3) LINE 12A, I 0 NORTHWEST COMMUNITY CARE NETWORK 2000 W 1ST STREET WINSTON SALEM NC 27104 020774853 HEALTHCARE NC 501(C)(3) LINE 7 WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER 0 FAITHHEALTH INNOVATIONS INC MEDICAL CENTER BOULEVARD WINSTON SALEM NC 27157 237426944 HEALTHCARE NC 501(C)(3) LINE 10 WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER 0 DAVIE MEDICAL CENTER 329 NC HWY 801N BERMUDA RUN NC 27006 562276994 HEALTHCARE NC 501(C)(3) LINE 3 WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER 0 WRMC HOSPITAL OPERATING CORPORATION PO BOX 609 NORTH WILKESBORO NC 28659 830343789 HEALTHCARE NC 501(C)(3) LINE 3 WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER 0 HIGH POINT REGIONAL HEALTH PO BOX HP-5 HIGH POINT NC 27261 560532309 HEALTHCARE NC 501(C)(3) LINE 3 WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER 0 HIGH POINT REGIONAL HEALTH FOUNDATION 601 N ELM STREET HIGH POINT NC 27261 272854711 SUPPORTING ORGANIZATION NC 501(C)(3) LINE 12A, I HIGH POINT REGIONAL HEALTH 0 WILKES MEDICAL CENTER FOUNDATION 1370 WEST D STREET NORTH WILKESBORO NC 28659 822345613 SUPPORTING ORGANIZATION NC 501(C)(3) LINE 12A, I WRMC HOSPITAL OPERATING CORPORATION 0 MS LAND HOLDING CO LLC 1901 MOONEY STREET WINSTON SALEM NC 27103 824005370 REAL ESTATE NC N/A 0 0 HHI-WS LLC 1201 EDWARDS MILL RD ST 300 RALEIGH NC 27607 874035164 INVESTMENT NC N/A 0 0 HIGH POINT HEALTH CARE VENTURES INC 601 NORTH ELM STREET HIGH POINT NC 27261 561497164 REAL ESTATE NC N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 LEXINGTON MEDICAL CENTER FOUNDATION C 143514 COST