WAKE FOREST UNIVERSITY HEALTH SCIENCES: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: WAKE FOREST UNIVERSITY HEALTH SCIENCES (EIN 22-3849199)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-15
IRS object ID: 202403209349312535
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-15T13:06:12-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KRISTIN MARKS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	MEDICAL CENTER BOULEVARD	AddressLine1Txt
City	WINSTONSALEM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27127	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	223849199	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WAKE FOREST UNIVERSITY HEALTH SCIENCES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WAKE	BusinessNameControlTxt
Phone	3367164445	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	MEDICAL CENTER BOULEVARD	AddressLine1Txt
City	WINSTONSALEM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27157	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEPHAN LILLIE	PersonNm
Person Title	SVP.CEO	PersonTitleTxt
Phone	3367164445	PhoneNum
Signature	2024-11-15	SignatureDt
Discuss With Paid Preparer	0	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KRISTIN MARKS	PreparerPersonNm
PTIN	P03263676	PTIN

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JULIE ANN FREISCHLAG MD	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	MEDICAL CENTER BOULEVARD	AddressLine1Txt
City	WINSTONSALEM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27157	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,646,018,565	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.WAKEHEALTH.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2001	FormationYr
Legal Domicile State	NC	LegalDomicileStateCd
Activity Or Mission	TO IMPROVE HEALTH, ELEVATE HOPE AND ADVANCE HEALING FOR ALL.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	12	VotingMembersIndependentCnt
Total Employee	2073	TotalEmployeeCnt
Total Volunteers	470	TotalVolunteersCnt
Total Gross UBI	$2,847,143	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$743,726	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$277,209,283	PYContributionsGrantsAmt
CY Contributions Grants	$366,067,620	CYContributionsGrantsAmt
PY Program Service Revenue	$975,868,524	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,203,401,838	CYProgramServiceRevenueAmt
PY Investment Income	-$39,361,966	PYInvestmentIncomeAmt
CY Investment Income	$68,749,404	CYInvestmentIncomeAmt
PY Other Revenue	$3,201,711	PYOtherRevenueAmt
CY Other Revenue	$4,519,799	CYOtherRevenueAmt
PY Total Revenue	$1,216,917,552	PYTotalRevenueAmt
CY Total Revenue	$1,642,738,661	CYTotalRevenueAmt
PY Grants And Similar Paid	$64,958,873	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$74,207,537	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$930,387,314	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,060,452,091	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$1,293,298	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$1,267,219	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,960,719	CYTotalFundraisingExpenseAmt
PY Other Expenses	$362,251,030	PYOtherExpensesAmt
CY Other Expenses	$400,018,342	CYOtherExpensesAmt
PY Total Expenses	$1,358,890,515	PYTotalExpensesAmt
CY Total Expenses	$1,535,945,189	CYTotalExpensesAmt
PY Revenues Less Expenses	-$141,972,963	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$106,793,472	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,941,039,363	TotalAssetsBOYAmt
Total Assets EOY	$2,098,996,618	TotalAssetsEOYAmt
Total Liabilities BOY	$1,110,751,546	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,115,264,668	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$830,287,817	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$983,731,950	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	SEE SCHEDULE O FOR CONTINUATIONWAKE FOREST UNIVERSITY HEALTH SCIENCES (AT TIMES ALSO REFERRED TO AS "WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE", "WFUHS 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 AND ITS VISION IS TO BE THE FIRST AND BEST CHOICE FOR CARE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$36,500,190	ExpenseAmt
Grant	$23,804,482	GrantAmt
Revenue	$283,613	RevenueAmt
Desc	MEDICAL RESEARCH, GENERAL/OTHER: RESEARCH COMPRISED OF BASIC SCIENCE CLINICAL RESEARCH AND POPULATION BASED STUDIES AND IS CENTERED ON THE ACQUISITION AND ADVANCEMENT OF SCIENTIFIC KNOWLEDGE AND NEW TECHNOLOGY AND THEIR TRANSFER TO INDUSTRY AND THE PATIENT IN ORDER TO PREVENT AND TREAT DISEASE AND PROMOTE HEALTH (1,213 GRANTS).	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,052,937,330	ExpenseAmt
Grant	$60,611	GrantAmt
Revenue	$1,138,745,002	RevenueAmt
Desc	PATIENT CARE AND MEDICAL EXPENSES IN PROVIDING SERVICES TO OVER 1,526,000 PATIENT ENCOUNTERS DURING THE TAX YEAR.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$356,672,575	ExpenseAmt
Grant	$50,342,444	GrantAmt
Revenue	$64,656,836	RevenueAmt
Desc	PROFESSIONAL EDUCATION: INSTRUCTION OF 2,076 MEDICAL, GRADUATE, PHYSICIAN ASSISTANT, CRNA, AND BIOMEDICAL ENGINEERING STUDENTS. SCHOLARSHIPS AND AID PROVIDED TO 1,790 STUDENTS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,446,110,095	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (1)	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	Yes (1)	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	2073	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	12	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (1)	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (1)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (1)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (1)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ERIN KOEWING	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3367162276	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	MEDICAL CENTER BOULEVARD	AddressLine1Txt
City	WINSTON SALEM	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27157	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JULIE ANN FREISCHLAG MD
DIRECTOR, CEO AHWFB	15.70	24.30	Yes (X)	Yes (X)	$5,194,069	$0	$50,088
KEVIN P HIGH MD
PRES, HEALTH SYSTEM (TO 7/1/23)	5.80	34.20		Yes (X)	$2,269,909	$0	$52,075
TERRY G WILLIAMS
FORMER OFFICER (7/31/22)	0.00	0.00			$1,681,163	$0	$281,221	Yes (X)
KENNETH LENNON MD
CLIN ADJ FACULTY	40.00	0.00			$0	$1,851,726	$50,779		Yes (X)
SUSAN R WENTE PHD
DIRECTOR, PRES WFU	3.00	37.00	Yes (X)	Yes (X)	$0	$1,473,696	$325,680
EDWARD H KINCAID MD
DEPT. CHAIR	40.00	0.00			$1,601,841	$0	$52,489		Yes (X)
BRADLEY A CLARK
EVP, TREASURER	1.00	39.00		Yes (X)	$1,431,976	$0	$145,795
ANTHONY ATALA MD
DEPT. CHAIR	40.00	0.00			$1,465,039	$0	$54,475		Yes (X)
CHARLES BRANCH
DEPT. CHAIR	40.00	0.00			$1,336,526	$0	$48,499		Yes (X)
CRAIG GREVEN
DEPT. CHAIR	40.00	0.00			$1,206,838	$0	$46,486		Yes (X)
E EBONY BOULWARE MD
DEAN, WFU SOM	35.00	5.00		Yes (X)	$923,292	$0	$32,149
TERRY L HALES JR
ASST TREASURER	35.20	4.80		Yes (X)	$867,249	$0	$56,067
J REID MORGAN
GEN COUNSEL & SEC (TO 7/1/23)	8.00	32.00		Yes (X)	$0	$690,571	$108,874
LISA M MARSHALL
VP, CH PHIL OF	10.50	29.50		Yes (X)	$0	$635,041	$36,014
STEPHAN L LILLIE
SVP & CFO	9.70	30.30		Yes (X)	$0	$572,269	$33,957
WILLIAM D SHOWALTER
FORMER OFFICER (5/13/22)	0.00	0.00			$0	$520,841	$29,498	Yes (X)
DAVID W ZAAS MD
PRES, HEALTH SYSTEM (FR 9/1/23)	20.00	20.00		Yes (X)	$530,164	$0	$6,594
ANITA CONRAD
ASST SECRETARY (TO 10/31/23)	12.00	28.00		Yes (X)	$0	$218,902	$42,998
A DALE JENKINS
CHAIR	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
BRENDA CLINE
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
BRIAN A WHITE
SECRETARY (FR 7/1/23)	2.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
CATHY WALL THOMAS MD
DIRECTOR	2.00	3.00	Yes (X)		$0	$0	$0
CURTIS C FARMER
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
DAVID I WAHRHAFTIG
DIRECTOR (FR 7/1/23)	2.00	0.00	Yes (X)		$0	$0	$0
DONALD E FLOW
VICE CHAIR	3.00	8.00	Yes (X)	Yes (X)	$0	$0	$0
DONNA A BOSWELL PHD
DIRECTOR	2.00	9.00	Yes (X)		$0	$0	$0
ERIC C WISEMAN
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
ERIC EUBANK
DIRECTOR (FR 7/1/23)	2.00	4.00	Yes (X)		$0	$0	$0
GERALD F ROACH
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
JAMES HELVEY III
DIRECTOR (TO 6/30/23)	2.00	0.00	Yes (X)		$0	$0	$0
JAMES M O'CONNELL
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
JOHN M VANN
DIRECTOR	4.00	8.00	Yes (X)		$0	$0	$0
MARYBETH TORBET HAYS
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
MATTHEW A KING
DIRECTOR	2.00	10.00	Yes (X)		$0	$0	$0
MATTHEW CRAWFORD
DIRECTOR (FR 7/1/23)	2.00	3.00	Yes (X)		$0	$0	$0
MIT B SHAH
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0
PETE CARLSON
DIRECTOR (TO 6/30/23)	2.00	0.00	Yes (X)		$0	$0	$0
SHANNAN SPENCE TOWNSEND
DIRECTOR	2.00	0.00	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$18,508,066	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$5,963,046	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,453,738	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1372	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (1)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (1)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
BRASFIELD & GORRIE - FRANK L BLUM CONSTR
3021 7TH AVE S	BIRMINGHAM	AL	35233	CONSTRUCTION CONTRACT SERVICES	$72,825,788
NTHRIVE INC
PO BOX 676188	DALLAS	TX	75267	CODING, BILLING, & COLLECTION SERVICES	$14,942,802
HKS INC
PO 731121	DALLAS	TX	75373	ARCHITECTURAL SERVICES	$6,803,065
CASSIDY TURLEY FIDUCIARY INC
525 VINE STREET 156	WINSTONSALEM	NC	27101	REAL ESTATE CONSULTING SERVICES	$4,691,141
FRANK L BLUM CONSTRUCTION COMPANY
PO BOX 4153	WINSTONSALEM	NC	27115	CONSTRUCTION CONTRACT SERVICES	$3,852,135

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	154	CntrctRcvdGreaterThan100KCnt
Fundraising	$542,234	FundraisingAmt
Government Grants	$294,968,818	GovernmentGrantsAmt
All Other Contributions	$70,556,568	AllOtherContributionsAmt
Noncash Contributions	$3,290,579	NoncashContributionsAmt
Total Contributions	$366,067,620	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PATIENT SERVICE REVENUE	621111	$1,138,745,002	$1,138,745,002
TUITION REVENUE	611310	$64,656,836	$64,656,836

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,203,401,838	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$52,172,139	TotalRevenueColumnAmt
Unrelated Business Revenue	$96,738	UnrelatedBusinessRevenueAmt
Exclusion	$52,075,401	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$193,794	TotalRevenueColumnAmt
Exclusion	$193,794	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,357,804	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$1,357,804	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,357,804	TotalRevenueColumnAmt
Exclusion	$1,357,804	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$19,559,493	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$2,982,228	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$19,559,493	SecuritiesAmt
Other	-$2,982,228	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,577,265	TotalRevenueColumnAmt
Exclusion	$16,577,265	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$542,234	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$297,676	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$297,676	TotalRevenueColumnAmt
Exclusion	-$297,676	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
OTHER REVENUE	900099	$3,034,018	$283,613	$2,750,405
PARKING REVENUE	812930	$231,859			$231,859

Field	Value	IRS element (for citing)
Other Revenue Total	$3,265,877	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,642,738,661	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,203,685,451	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$2,847,143	UnrelatedBusinessRevenueAmt
Exclusion	$70,138,447	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$41,008,881	TotalAmt
Program Services	$41,008,881	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$28,465,738	TotalAmt
Program Services	$28,465,738	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$4,732,918	TotalAmt
Program Services	$4,732,918	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$29,989,040	TotalAmt
Program Services	$14,964,531	ProgramServicesAmt
Management And General	$14,994,520	ManagementAndGeneralAmt
Fundraising	$29,989	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$823,375,375	TotalAmt
Program Services	$790,406,381	ProgramServicesAmt
Management And General	$32,662,360	ManagementAndGeneralAmt
Fundraising	$306,634	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$58,857,900	TotalAmt
Program Services	$56,464,216	ProgramServicesAmt
Management And General	$2,334,826	ManagementAndGeneralAmt
Fundraising	$58,858	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$92,449,664	TotalAmt
Program Services	$88,690,193	ProgramServicesAmt
Management And General	$3,667,030	ManagementAndGeneralAmt
Fundraising	$92,441	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$55,780,112	TotalAmt
Program Services	$53,511,599	ProgramServicesAmt
Management And General	$2,212,733	ManagementAndGeneralAmt
Fundraising	$55,780	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$5,005,669	TotalAmt
Program Services	$5,005,669	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$682,067	TotalAmt
Management And General	$682,067	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$129,853	TotalAmt
Program Services	$129,853	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$1,267,219	TotalAmt
Fundraising	$1,267,219	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,341,930	TotalAmt
Program Services	$4,874,224	ProgramServicesAmt
Management And General	$2,460,364	ManagementAndGeneralAmt
Fundraising	$7,342	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$83,666,638	TotalAmt
Program Services	$80,080,480	ProgramServicesAmt
Management And General	$3,532,267	ManagementAndGeneralAmt
Fundraising	$53,891	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$609,613	TotalAmt
Program Services	$569,046	ProgramServicesAmt
Management And General	$39,957	ManagementAndGeneralAmt
Fundraising	$610	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$14,067,671	TotalAmt
Program Services	$11,305,350	ProgramServicesAmt
Management And General	$2,748,253	ManagementAndGeneralAmt
Fundraising	$14,068	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,577,287	TotalAmt
Program Services	$2,071,212	ProgramServicesAmt
Management And General	$503,498	ManagementAndGeneralAmt
Fundraising	$2,577	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$1,024,745	TotalAmt
Program Services	$1,024,745	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$59,049,159	TotalAmt
Program Services	$47,454,291	ProgramServicesAmt
Management And General	$11,535,819	ManagementAndGeneralAmt
Fundraising	$59,049	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$9,467,578	TotalAmt
Program Services	$7,628,845	ProgramServicesAmt
Management And General	$1,829,369	ManagementAndGeneralAmt
Fundraising	$9,364	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,896,737	TotalAmt
Program Services	$2,327,935	ProgramServicesAmt
Management And General	$565,905	ManagementAndGeneralAmt
Fundraising	$2,897	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,696,664	TotalAmt
Program Services	$3,781,951	ProgramServicesAmt
Management And General	$1,914,713	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$34,091,504	TotalAmt
Program Services	$29,777,971	ProgramServicesAmt
Management And General	$4,313,533	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$11,452,155	TotalAmt
Program Services	$11,435,898	ProgramServicesAmt
Management And General	$16,257	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES	$89,108,606	$89,108,606
BAD DEBT	$63,187,076	$63,187,076
OTHER SUPPLIES	$8,806,995	$7,110,663	$1,696,332
OTHER MISCELLANEOUS EXP	$1,162,821	$984,772	$178,049

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	-$6,426	TotalAmt
Program Services	$7,051	ProgramServicesAmt
Management And General	-$13,477	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,535,945,189	TotalAmt
Program Services	$1,446,110,095	ProgramServicesAmt
Management And General	$87,874,375	ManagementAndGeneralAmt
Fundraising	$1,960,719	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,778,364	BOYAmt
EOY	$776,255	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$84,812,738	BOYAmt
EOY	$112,941,032	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$125,686,449	BOYAmt
EOY	$182,694,821	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$15,254,169	BOYAmt
EOY	$261,439	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$4,262,528	BOYAmt
EOY	$3,310,978	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,259,219	BOYAmt
EOY	$4,221,008	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$959,768,751	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$617,094,670	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$384,067,465	BOYAmt
EOY	$342,674,081	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,180,000	BOYAmt
EOY	$1,010,000	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,056,874,535	BOYAmt
EOY	$1,177,997,163	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$3,298,532	BOYAmt
EOY	$3,418,170	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,284,834	BOYAmt
EOY	$2,134,366	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$250,280,530	BOYAmt
EOY	$267,557,305	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,941,039,363	BOYAmt
EOY	$2,098,996,618	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$683,629,194	BOYAmt
EOY	$688,994,756	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$65,309,479	BOYAmt
EOY	$63,854,913	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$119,381,173	BOYAmt
EOY	$115,646,226	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$40,819,969	BOYAmt
EOY	$2,499,122	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$201,611,731	BOYAmt
EOY	$244,269,651	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,110,751,546	BOYAmt
EOY	$1,115,264,668	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$533,257,154	BOYAmt
EOY	$612,087,654	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$297,030,663	BOYAmt
EOY	$371,644,296	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$830,287,817	BOYAmt
EOY	$983,731,950	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,941,039,363	BOYAmt
EOY	$2,098,996,618	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$106,793,472	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,311,573	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$45,339,088	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$253,761,428	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$407,730,955	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$130,329,303	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$277,209,283	CurrentTaxYearMinus1YearAmt
Current Tax Year	$367,022,128	CurrentTaxYearAmt
Total	$1,436,053,097	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$253,761,428	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$407,730,955	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$130,329,303	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$277,209,283	CurrentTaxYearMinus1YearAmt
Current Tax Year	$367,022,128	CurrentTaxYearAmt
Total	$1,436,053,097	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$1,436,053,097	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$34,702,463	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$42,460,439	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$24,680,284	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$49,992,514	CurrentTaxYearMinus1YearAmt
Current Tax Year	$53,620,876	CurrentTaxYearAmt
Total	$205,456,576	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$236,203	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$95,211	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$65,016	CurrentTaxYearMinus1YearAmt
Current Tax Year	$751,037	CurrentTaxYearAmt
Total	$1,147,467	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$261,443	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$231,845	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$274,294	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$205,138	CurrentTaxYearMinus1YearAmt
Current Tax Year	$231,859	CurrentTaxYearAmt
Total	$1,204,579	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,643,861,719	TotalSupportAmt
Gross Receipts Rltd Activities	$4,326,694,474	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.87360	PublicSupportCY170Pct
Public Support PY170	0.87220	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	OTHER INCOME - 2019 AMOUNT: $ 261,443. 2020 AMOUNT: $ 231,845. 2021 AMOUNT: $ 274,294. 2022 AMOUNT: $ 205,138. 2023 AMOUNT: $ 231,859.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	0	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$128,432	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$1,421	OtherActivitiesAmt
Total Lobbying Expenditures	$129,853	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	SUPPORT OF THE MEDICAL CENTER'S OFFICE OF GOVERNMENT RELATIONS, AND PRORATA PORTION OF DUES PAID TO STATE AND LOCAL 501(C)(6) ORGANIZATIONS THAT REPRESENTS LOBBYING ON BEHALF OF ITS MEMBERS. THE ORGANIZATION HAS A GOVERNMENT RELATIONS OFFICE. EMPLOYEES OF THE FILING ORGANIZATION (AND RELATED ORGANIZATION) IN THAT OFFICE WILL SOMETIMES MAKE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY. THE OFFICE OF GOVERNMENT RELATIONS WAS ACTIVELY INVOLVED WITH SEVERAL FEDERAL AND STATE ISSUES. THE OFFICE ASSISTED IN DEVELOPING POLITICAL ADVOCACY STRATEGIES REGARDING: CENTER FOR MEDICARE AND MEDICAID (CMS) MEDICAID REGULATIONS, SITE NEUTRAL PAYMENT POLICY CHANGES, ALLIED HEALTH PASS THROUGH FUNDING, THE PRESIDENT'S FY24 BUDGET REQUEST FOCUSING ON DRUG PRICING, PROPOSED 340B PROGRAM CHANGES, PROPOSED CHANGES TO THE USE OF NONHUMAN PRIMATE MODELS IN BIOMEDICAL RESEARCH, FY24 APPROPRIATIONS INCLUDING LABOR/HEALTH AND HUMAN SERVICES (HHS) BILL AND FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH (NIH), AND ADDITIONAL FUNDING FOR GRADUATE MEDICAL EDUCATION RESIDENCY SLOTS. IN ADDITION, THE OFFICE WORKED WITH THE NORTH CAROLINA CONGRESSIONAL DELEGATION ON APPROPRIATIONS RELATED TO THE DEPARTMENT OF DEFENSE THROUGH THE REAUTHORIZATION OF THE NATIONAL DEFENSE AUTHORIZATION ACT (NDAA) AS WELL AS THE DEFENSE SUBCOMMITTEE APPROPRIATIONS BILLS. THE OFFICE ALSO WORKED ON POLICIES RELATED TO TELEMEDICINE AND HOSPITAL AT HOME AT STATE AND FEDERAL LEVELS. AT THE STATE LEVEL, THE OFFICE CONTINUED TO WORK ON MEDICAID EXPANSION AND MEDICAID FINANCING. THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION (AHA), ASSOCIATION OF AMERICAN MEDICAL COLLEGES (AAMC), 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.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$749,496,216	BeginningYearBalanceAmt
Contributions	$57,217,765	ContributionsAmt
Investment Earnings Or Losses	$52,477,726	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$34,571,666	GrantsOrScholarshipsAmt
End Year Balance	$824,620,041	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$810,953,445	BeginningYearBalanceAmt
Contributions	$12,163,824	ContributionsAmt
Investment Earnings Or Losses	-$40,772,552	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$32,848,501	GrantsOrScholarshipsAmt
End Year Balance	$749,496,216	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$786,210,017	BeginningYearBalanceAmt
Contributions	$5,121,186	ContributionsAmt
Investment Earnings Or Losses	$35,279,561	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$15,657,319	GrantsOrScholarshipsAmt
End Year Balance	$810,953,445	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$501,154,228	BeginningYearBalanceAmt
Contributions	$163,605,551	ContributionsAmt
Investment Earnings Or Losses	$147,363,799	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$25,913,561	GrantsOrScholarshipsAmt
End Year Balance	$786,210,017	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$506,961,544	BeginningYearBalanceAmt
Contributions	$12,381,262	ContributionsAmt
Investment Earnings Or Losses	$5,123,015	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$23,311,593	GrantsOrScholarshipsAmt
End Year Balance	$501,154,228	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.60540	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.29350	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.10110	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$56,382,722	OtherCostOrOtherBasisAmt
Book Value	$56,382,722	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$572,115,208	OtherCostOrOtherBasisAmt
Depreciation	$349,165,006	DepreciationAmt
Book Value	$222,950,202	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$31,659,155	OtherCostOrOtherBasisAmt
Depreciation	$17,109,683	DepreciationAmt
Book Value	$14,549,472	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$267,306,933	OtherCostOrOtherBasisAmt
Depreciation	$226,715,500	DepreciationAmt
Book Value	$40,591,433	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$32,304,733	OtherCostOrOtherBasisAmt
Depreciation	$24,104,481	DepreciationAmt
Book Value	$8,200,252	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$342,674,081	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVEST - ENDOWMENT	$869,524,782	F
INVEST - JOINT VENTURES	$308,002,622	F
INVEST - ANNUITIES & LIFE INS CONTRACTS	$469,759	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$1,177,997,163	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
OTHER INVESTMENTS	$11,271,507
BENEFICIAL INTEREST IN PERPETUAL TRUSTS	$20,950,590
FUNDS HELD UNDER RETIREMENT & BENEFIT PLANS	$123,267,277
OPERATING LEASES (LESS ACCUM DEPREC)	$112,067,931

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$267,557,305	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
PLI RESERVE	$52,065,462
BOND SWAP VALUATION	$1,057,794
OTHER LIABILITIES & DEFERRALS	$62,636,408
ANNUITIES PAYABLE	$3,216,502
RETIREMENT	$16,245,129
OPERATING LEASE PAYABLE	$109,048,356

Field	Value	IRS element (for citing)
Total Liability	$244,269,651	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT SCHOLARSHIPS, INSTRUCTION, RESEARCH, LIBRARIES, AND OTHER ACADEMIC/OPERATIONAL/GENERAL EXPENDITURES.
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.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (1)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (1)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (1)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (1)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (1)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (1)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (1)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	0	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	0	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	0	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	0	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	0	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	0	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	0	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	0	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (1)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	0	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (1)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I, LINE 3

SEE PART II THE ORGANIZATION'S NONDISCRIMINATION POLICY IS PUBLISHED ON THE INTERNET AND IN ITS STUDENT HANDBOOK FOR THE SCHOOL OF MEDICINE'S MD PROGRAM, PA STUDIES, CRNA PROGRAM, DOCTOR OF NURSING PRACTICE PROGRAM, AND GRADUATE SCHOOL, IN ADMISSION BROCHURES AND OTHER MEDIA MATERIALS. SEE HTTPS://SCHOOL.WAKEHEALTH.EDU/SEARCH?Q=STUDENT+HANDBOOK; HTTPS://SCHOOL.WAKEHEALTH.EDU/EDUCATION-AND-TRAINING/STUDENT-AFFAIRS/TITLE- IX; AND HTTPS://SCHOOL.WAKEHEALTH.EDU/EDUCATION-AND-TRAINING/STUDENT-AFFAIRS/DIVERS ITY-AND-INCLUSION

SCHEDULE E, PART I, LINE 6

THE ORGANIZATION RECEIVES FEDERAL FINANCIAL AID THROUGH THE U.S. DEPARTMENT OF EDUCATION'S FEDERAL DIRECT LOAN PROGRAM. WFUHS DISTRIBUTED THE FEDERAL LOANS TO 856 STUDENTS FOR THE YEAR ENDED DECEMBER 31, 2023.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
EAST ASIA AND THE PACIFIC	PROGRAM SERVICES	SUBCONTRACT FOR RESEARCH	$1,118,862
EUROPE (INCLUDING ICELAND & GREENLAND)	PROGRAM SERVICES	SUBCONTRACT FOR RESEARCH	$2,224,047
MIDDLE EAST AND NORTH AFRICA	PROGRAM SERVICES	SUBCONTRACT FOR RESEARCH	$776,235
NORTH AMERICA	PROGRAM SERVICES	SUBCONTRACT FOR RESEARCH	$613,774

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$4,732,918	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$4,732,918	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (56 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt
EUROPE (INCLUDING ICELAND & GREENLAND)	STUDY TO UNDERSTAND THE GENETIC ARCHITECTURE OF NAFLD (NON-ALCOHOLIC FATTY LIVER DISEASE) AND LINK THEM TO GENES THAT CAN BE TARGETED FOR THERAPEUTIC INTERVENTION.	$20,487	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	STUDY TO DETERMINE IF NOP RECEPTORS ARE TARGETS FOR NEW MEDICATIONS FOR AUD (ALCOHOL USE DISORDER).	$83,551	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	PEDIATRIC ONCOLOGY RESEARCH	$43,195	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	SYSTEMS GENETICS OF ADIPOSITY TRAITS IN OUTBRED RATS	$70,468	CHECK	$0
EAST ASIA AND THE PACIFIC	STUDY INVOLVING REDUCTION OF NICOTINE IN SMOKED TOBACCO PRODUCTS AND AGE RELATED STUDY INVOLVING CATARACTS	$217,897	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	RESEARCH PROJECTS	$24,260	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	STUDY OF CHROMATIN MOBILITY IN RESPONSE TO DNA DAMAGE	$171,657	CHECK	$0
EAST ASIA AND THE PACIFIC	OPTHAMOLOGY CLINICAL TRIALS	$81,689	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	DERMATOLOGY CLINICAL TRIALS	$61,134	CHECK	$0
NORTH AMERICA	CANCER CLINICAL TRIALS	$7,700	CHECK	$0
NORTH AMERICA	PULMONOLOGY CLINICAL TRIALS	$200,000	CHECK	$0
NORTH AMERICA	ANESTHESIA RESEARCH	$33,900	CHECK	$0
NORTH AMERICA	NEUROSURGERY CLINICAL TRIALS	$87,234	CHECK	$0
NORTH AMERICA	ELECTROPHYSIOLOGY CLINICAL TRIALS	$13,750	CHECK	$0
NORTH AMERICA	CLINICAL TRIALS	$45,000	CHECK	$0
NORTH AMERICA	GASTROINTESTINAL MEDICINE CLINICAL TRIALS	$36,750	CHECK	$0
NORTH AMERICA	HEMATOLOGY CLINICAL TRIALS	$15,678	CHECK	$0
NORTH AMERICA	ELECTROPHYSIOLOGY CLINICAL TRIALS	$6,393	CHECK	$0
NORTH AMERICA	ANESTHESIA CLINICAL TRIALS	$62,995	CHECK	$0
NORTH AMERICA	VASCULAR SURGERY CLINICAL TRIALS	$13,354	CHECK	$0
NORTH AMERICA	INFECTIOUS DISEASE CLINICAL TRIALS	$13,520	CHECK	$0
EAST ASIA AND THE PACIFIC	HEMATOLOGY CLINICAL TRIALS	$91,620	CHECK	$0
EAST ASIA AND THE PACIFIC	TRAUMA SERVICE CLINICAL TRIALS	$22,255	CHECK	$0
EAST ASIA AND THE PACIFIC	SURGERY RESEARCH	$106,622	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	INFUSION CLINICAL TRIALS	$91,952	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	HEMATOLOGY CLINICAL TRIALS	$6,826	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	CARDIOLOGY CLINICAL TRIALS	$13,500	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	INFECTIOUS DISEASE CLINICAL TRIALS	$15,250	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	HEMATOLOGY CLINICAL TRIALS	$5,606	CHECK	$0
MIDDLE EAST AND NORTH AFRICA	EPIDEMIOLOGY CLINICAL TRIALS	$306,815	CHECK	$0
MIDDLE EAST AND NORTH AFRICA	OPTHAMOLOGY CLINICAL TRIALS	$7,598	CHECK	$0
MIDDLE EAST AND NORTH AFRICA	REGENERATIVE MEDICINE RESEARCH	$40,000	CHECK	$0
MIDDLE EAST AND NORTH AFRICA	PHYSICAL MEDICINE AND REHABILITATION CLINICAL TRIALS	$78,547	CHECK	$0
MIDDLE EAST AND NORTH AFRICA	CARDIOLOGY CLINICAL TRIALS	$13,500	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	BIOCHEMISTRY RESEARCH	$76,500	CHECK	$0
EAST ASIA AND THE PACIFIC	SURGERY ONCOLOGY CLINICAL TRIALS	$30,383	CHECK	$0
EAST ASIA AND THE PACIFIC	HEMATOLOGY/ONCOLOGY RESEARCH	$229,145	CHECK	$0
EAST ASIA AND THE PACIFIC	HEMATOLOGY CLINICAL TRIALS	$17,000	CHECK	$0
NORTH AMERICA	NEPHROLOGY RESEARCH	$77,500	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	HEMATOLOGY CLINICAL TRIALS	$6,215	CHECK	$0
MIDDLE EAST AND NORTH AFRICA	COMPARATIVE MEDICINE RESEARCH	$329,775	CHECK	$0
EAST ASIA AND THE PACIFIC	RADIATION ONCOLOGY CLINICAL TRIALS	$104,263	CHECK	$0
EAST ASIA AND THE PACIFIC	GASTROINTESTINAL MEDICINE CLINICAL TRIALS	$47,626	CHECK	$0
EAST ASIA AND THE PACIFIC	REGENERATIVE MEDICINE RESEARCH	$170,361	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	CARDIOLOGY CLINICAL TRIALS	$15,761	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	HEMATOLOGY/ONCOLOGY CLINICAL TRIALS	$32,474	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	COMPARATIVE MEDICINE RESEARCH	$493,472	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	EMERGENCY MEDICINE CLINICAL TRIALS	$25,358	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	RADIATION ONCOLOGY CLINICAL TRIALS	$629,345	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	ANESTHESIA RESEARCH	$61,020	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	PULMONOLOGY CLINICAL TRIALS	$180,026	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	CLINICAL TRIALS	$11,000	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	DIAGNOSTIC RADIOLOGY RESEARCH	$37,669	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	NEUROLOGY CLINICAL TRIALS	$20,035	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	EMERGENCY MEDICINE CLINICAL TRIALS	$8,500	CHECK	$0
EUROPE (INCLUDING ICELAND & GREENLAND)	INFUSION CENTER RESEARCH	$18,786	CHECK	$0

Field	Value	IRS element (for citing)
Total501c3 Org	0	Total501c3OrgCnt
Total Other Org	56	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	Yes (1)	BoycottCountriesInd

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
GRAHAM PELTON ASSOCIATES INC
39 BEECHWOOD ROAD	SUMMIT	NJ	07901	CAMPAIGN FEASIBILITY CONSULTING	0	$0	$123,176	-$123,176
ACOUSTIC LP
1125 OAK STREET STE 201	CONWAY	AR	72032	CAMPAIGN COMMUNICATIONS CONSULTING	0	$0	$42,789	-$42,789
DRAKE QUANTOUS LLC DBA ATTICUS TECHNOLOGY
1540 KELLER PARKWAY SUITE 108-466	KELLER	TX	76248	SOLICITATION CONSULTING	0	$0	$1,030,000	-$1,030,000
BOINGO GRAPHICS
656 MICHAEL WYLIE DR	CHARLOTTE	NC	28217	CAMPAIGN COMMUNICATIONS CONSULTING	0	$0	$71,255	-$71,255

Field	Value	IRS element (for citing)
Total Retained By Contractors	$1,267,220	TotalRetainedByContractorsAmt
Total Net To Organization	-$1,267,220	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DE	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	ID	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	IN	LicensedStatesCd
Licensed States	IA	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	MT	LicensedStatesCd
Licensed States	NE	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	SD	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	TX	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd
Licensed States	WY	LicensedStatesCd
Licensed States	DC	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	BCH CHEERS	Event1Nm
Gross Receipts Event1	$325,981	GrossReceiptsEvent1Amt
Charitable Contri Event1	$325,981	CharitableContriEvent1Amt
Rent Facility Costs Event1	$5,207	RentFacilityCostsEvent1Amt
Entertainment Event1	$62,026	EntertainmentEvent1Amt
Other Direct Expenses Event1	$12,100	OtherDirectExpensesEvent1Amt
Event2	SUMMERLARK	Event2Nm
Gross Receipts Event2	$216,253	GrossReceiptsEvent2Amt
Charitable Contri Event2	$216,253	CharitableContriEvent2Amt
Rent Facility Costs Event2	$14,699	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$79,369	FoodAndBeverageEvent2Amt
Entertainment Event2	$110,434	EntertainmentEvent2Amt
Other Direct Expenses Event2	$13,841	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$542,234	GrossReceiptsTotalAmt
Charitable Contributions Tot	$542,234	CharitableContributionsTotAmt
Rent Fclty Costs Total Events	$19,906	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$79,369	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$172,460	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$25,941	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$297,676	DirectExpenseSummaryEventsAmt
Net Income Summary	-$297,676	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RD BOX 7201	WINSTONSALEM	NC	27109	560532138	501(C)(3)	$2,000,000	$0	ACADEMIC ENRICHMENT FUND
DON'T EVER GIVE UP
14600 WESTON PARKWAY	CARY	NC	27513	475304184	501(C)(3)	$25,000	$0	CANCER RESEARCH SUPPORT
ACTION4EQUITY INC
1922 S MARTIN LUTHER KING JR DR	WINSTONSALEM	NC	27107	831583999	501(C)(3)	$404,190	$0	ASSIST WITH ADDRESSING RACIAL INEQUITY IN OUR SCHOOLS	SUITE 208
YMCA OF NORTHWEST NORTH CAROLINA
301 N MAIN ST 1900	WINSTONSALEM	NC	27101	560530015	501(C)(3)	$48,523	$0	COMMUNITY HEALTH INITIATIVE
ALZHEIMERS ASSOCIATION
225 NORTH MICHIGAN AVENUE SUITE	CHICAGO	IL	60601	133039601	501(C)(3)	$10,000	$0	SUPPORT ALZHEIMERS RESEARCH	1700
GREATER HIGH POINT FOOD ALLIANCE
815 PHILLIPS AVE	HIGH POINT	NC	27262	833310391	501(C)(3)	$27,077	$0	COMMUNITY HEALTH INITIATIVE
GREATER WINSTON-SALEM CHAMBER OF COMMERCE FOUNDATION INC
525 VINE STREET SUITE 240	WINSTONSALEM	NC	27101	510167887	501(C)(3)	$15,500	$0	COMMUNITY HEALTH INITIATIVE
UROLOGY CARE FOUNDATION INC
1000 CORPORATE BLVD	LINTHICUM	MD	21090	203210212	501(C)(3)	$10,000	$0	COMMUNITY HEALTH INITIATIVE

Field	Value	IRS element (for citing)
Total501c3 Org	7	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS AND FELLOWSHIPS	1754	$25,105,892
ASSISTANCE TO PATIENTS - FINANCIAL ASSISTANCE	250	$70,690

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 2:	THE ORGANIZATION FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS DISBURSED.
SCHEDULE I, PART III, GRANTS & OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS	THE ORGANIZATION MONITORS THE ACADEMIC PROGRESS AND OTHER ACHIEVEMENTS OF STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (1)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JULIE ANN FREISCHLAG MD
DIRECTOR, CEO AHWFB	$2,522,156	$0	$1,971,675	$0	$700,238	$0	$18,294	$0	$31,794	$0	$5,244,157	$0	$624,800	$0
KEVIN P HIGH MD
PRES, HEALTH SYSTEM (TO 7/1/23)	$788,427	$0	$400,022	$0	$1,081,460	$0	$22,651	$0	$29,424	$0	$2,321,984	$0	$1,052,872	$0
TERRY G WILLIAMS
FORMER OFFICER (7/31/22)	$888,845	$0	$750,375	$0	$41,943	$0	$250,841	$0	$30,380	$0	$1,962,384	$0	$0	$0
KENNETH LENNON MD
CLIN ADJ FACULTY	$0	$1,837,728	$0	$11,478	$0	$2,520	$0	$20,510	$0	$30,269	$0	$1,902,505	$0	$0
SUSAN R WENTE PHD
DIRECTOR, PRES WFU	$0	$1,041,165	$0	$358,750	$0	$73,781	$0	$250,725	$0	$74,955	$0	$1,799,376	$0	$0
EDWARD H KINCAID MD
DEPT. CHAIR	$1,315,894	$0	$258,545	$0	$27,402	$0	$21,390	$0	$31,099	$0	$1,654,330	$0	$0	$0
BRADLEY A CLARK
EVP, TREASURER	$991,783	$0	$356,324	$0	$83,869	$0	$109,999	$0	$35,796	$0	$1,577,771	$0	$80,393	$0
ANTHONY ATALA MD
DEPT. CHAIR	$1,029,761	$0	$231,800	$0	$203,478	$0	$23,312	$0	$31,163	$0	$1,519,514	$0	$167,000	$0
CHARLES BRANCH
DEPT. CHAIR	$1,297,658	$0	$24,390	$0	$14,478	$0	$22,589	$0	$25,910	$0	$1,385,025	$0	$0	$0
CRAIG GREVEN
DEPT. CHAIR	$1,015,057	$0	$157,803	$0	$33,978	$0	$23,624	$0	$22,862	$0	$1,253,324	$0	$0	$0
E EBONY BOULWARE MD
DEAN, WFU SOM	$860,314	$0	$60,356	$0	$2,622	$0	$12,739	$0	$19,410	$0	$955,441	$0	$0	$0
TERRY L HALES JR
ASST TREASURER	$569,946	$0	$193,050	$0	$104,253	$0	$22,632	$0	$33,435	$0	$923,316	$0	$79,381	$0
J REID MORGAN
GEN COUNSEL & SEC (TO 7/1/23)	$0	$462,733	$0	$48,000	$0	$179,838	$0	$73,575	$0	$35,299	$0	$799,445	$0	$112,500
LISA M MARSHALL
VP, CH PHIL OF	$0	$447,625	$0	$128,803	$0	$58,613	$0	$23,650	$0	$12,364	$0	$671,055	$0	$51,857
STEPHAN L LILLIE
SVP & CFO	$0	$430,988	$0	$140,400	$0	$881	$0	$23,265	$0	$10,692	$0	$606,226	$0	$0
WILLIAM D SHOWALTER
FORMER OFFICER (5/13/22)	$0	$192,487	$0	$226,796	$0	$101,558	$0	$21,047	$0	$8,451	$0	$550,339	$0	$0
DAVID W ZAAS MD
PRES, HEALTH SYSTEM (FR 9/1/23)	$333,787	$0	$180,000	$0	$16,377	$0	$0	$0	$6,594	$0	$536,758	$0	$0	$0
ANITA CONRAD
ASST SECRETARY (TO 10/31/23)	$0	$218,267	$0	$0	$0	$635	$0	$22,223	$0	$20,775	$0	$261,900	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3	THE ADVOCATE HEALTH COMPENSATION AND BENEFITS COMMITTEE ("THE COMMITTEE") OF THE ADVOCATE HEALTH, INC. BOARD OF DIRECTORS ("THE BOARD") HAS AUTHORITY AS THE BOARD DELEGATES TO IT, FOR THE REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION. 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.
PART I, LINES 4A-B	CERTAIN DIRECTORS, OFFICERS, AND HIGHLY COMPENSATED EMPLOYEES OF THE FILING ORGANIZATION PARTICIPATED IN AND/OR RECEIVED PAYMENTS FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN (RESTORATION OR SERP) AND/OR RECEIVED PAYMENTS FOR SEVERANCE. THE DETERMINATION OF THE PAYMENT AMOUNT FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FOLLOWED THE EMPLOYMENT ORGANIZATION'S COMPENSATION PROCEDURES. THE FOLLOWING DIRECTORS, OFFICERS, AND HIGHLY COMPENSATED EMPLOYEES RECEIVED PAYMENTS FOR SEVERANCE AND/OR PAYMENTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS DURING THE CURRENT TAX YEAR: SEVERANCE PAYMENTS: NONE NON-QUALIFIED DEFERRED COMPENSATION PAYMENTS: ANTHONY ATALA, MD 167,000 BRADLEY A. CLARK 80,393 JULIE FREISCHLAG, MD 624,800 TERRY L. HALES, JR. 79,381 KEVIN HIGH, MD 1,052,872 LISA M. MARSHALL 51,857 J. REID MORGAN 112,500
PART I, LINE 7	CERTAIN OFFICERS, KEY EMPLOYEES AND FACULTY MEMBERS HAVE INCENTIVE COMPENSATION COMPONENTS CONTAINED IN THEIR EMPLOYMENT AGREEMENTS. THESE ARE OFTEN GOAL-BASED AND ARE DETERMINED IN THE COURSE OF EVALUATION OF THE INDIVIDUAL'S PERFORMANCE BY HIS/HER DEPARTMENT CHAIR, SUPERVISOR OR THE COMPENSATION COMMITTEE OF THE BOARD, AS APPLICABLE.
FORM 990, PART VII, LINE 5 - COMPENSATION FROM UNRELATED ORGANIZATIONS	THE FOLLOWING OFFICERS WERE 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, PART II FOR THEIR COMPENSATION. BRADLEY A. CLARK TERRY G. WILLIAMS

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
NORTH CAROLINA MEDICAL CARE COMMISSION
A	521309402	65821DNF4	2012-11-15	$129,019,661	CURRENT REFUND ISSUE DTD 10/16/2008	0	0	0
NORTH CAROLINA MEDICAL CARE COMMISSION
B	521309402	65821DWH0	2019-03-07	$45,655,000	VARIOUS CAPITAL PROJECTS	0	0	0

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Other Spent ProceedsOtherSpentProceedsAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$45,760,000	$129,019,661	$568	$129,019,093	2012	Yes (1)	0	Yes (1)	Yes (1)
B	$8,805,000	$46,053,368	$398,368	$45,655,000	2019	0	Yes (1)	Yes (1)	Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	0	Yes (1)	Yes (1)	Yes (1)	0	0.00100	0.00000	0.00100	0	0	Yes (1)
B	0	Yes (1)	Yes (1)	Yes (1)	0	0.00100	0.00000	0.00100	0	0	Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	0	0	Yes (1)	0	0	0	0	0	Yes (1)
B	0	Yes (1)	0	0	Yes (1)	0	0	0	Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (1)
B	Yes (1)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, ROW B, COLUMN F:	THE PURPOSE OF THE ISSUE WAS TO REFUND A 2017 TAXABLE FINANCING WHICH WAS USED TO REFUND THE WFUHS 2012C ISSUE
PART I, ROW B, COLUMN E:	THE SERIES 2019 ISSUE WAS ISSUED AS ONE ISSUE FOR FEDERAL TAX PURPOSES IN THE AMOUNT OF $212,563,368. THE AMOUNT OF $46,053,368 IS THE PORTION OF THE ISSUE WAKE FOREST UNIVERSITY HEALTH SCIENCES IS RESPONSIBLE FOR. THE OTHER PORTIONS OF THE ISSUE ARE REPORTED ON SCHEDULE K OF FORM 990 FOR NORTH CAROLINA BAPTIST HOSPITAL ($73,819,143) AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ($92,690,857)
PART II, LINE 11 COLUMNS A & B:	THE OTHER SPENT PROCEEDS LISTED ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW
PART III, COLUMN A:	THE SERIES 2012B REFUNDED AN ISSUE DATED 10/16/2008. THE SOLE PURPOSE OF THE 2008 ISSUE WAS THE REFUNDING OF ISSUES DATED PRIOR TO 12/31/2002. ACCORDINGLY, THE ISSUE IS EXEMPT FROM COMPLETING PART III OF SCHEDULE K.

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$2,850	NoncashContributionsRptF990Amt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$220	NoncashContributionsRptF990Amt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	39	ContributionCnt
Noncash Contributions Rpt F990	$3,294,627	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, COLUMN (B):	THE ORGANIZATION DETERMINES THE NUMBER OF CONTRIBUTIONS BY USING THE TOTAL NUMBER OF NON-CASH ITEMS RECEIVED PER DONOR BY OCCURRENCE.
PART I, LINE 32B:	THE FILING ORGANIZATION SOMETIMES USES A RELATED ORGANIZATION, WAKE FOREST UNIVERSITY DEVELOPMENT FOUNDATION, TO SELL GIFTS OF DONATED REAL PROPERTY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS	WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS) IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), A PREEMINENT ACADEMIC LEARNING HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION AND INNOVATION. THE FOLLOWING PARAGRAPHS ARE PROVIDED TO EXPLAIN THE RELATIONSHIP OF THE FILING ORGANIZATION WITH OTHER ORGANIZATIONS WHICH TOGETHER COMPRISE "ATRIUM HEALTH WAKE FOREST BAPTIST," THE NAME NOT OF ANY ONE CORPORATE ENTITY, BUT USED GENERICALLY TO DESCRIBE A LARGE GROUP OF MOSTLY 501(C)(3) ORGANIZATIONS PERFORMING VARIOUS ACADEMIC LEARNING HEALTH SYSTEM ACTIVITIES IN NORTHWEST NORTH CAROLINA, INCLUDING PATIENT CARE, MEDICAL RESEARCH, TECHNOLOGY TRANSFER, AND MEDICAL EDUCATION. WFUBMC IS A NORTH CAROLINA NONPROFIT CORPORATION WHOSE THREE MEMBERS ARE WAKE FOREST UNIVERSITY, NORTH CAROLINA BAPTIST HOSPITAL (NCBH) AND ATRIUM HEALTH, INC. (EACH OF WHICH IS A NORTH CAROLINA NONPROFIT CORPORATION EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3)). PURSUANT TO AN AGREEMENT, INITIALLY ENTERED INTO ON JULY 1, 2010, AND SUBSEQUENTLY AMENDED AND RESTATED MULTIPLE TIMES INCLUDING, EFFECTIVE OCTOBER 9, 2020, AND AS AMENDED FEBRUARY 24, 2021 TO ADD ATRIUM HEALTH, INC. AS A PARTY THERETO (INITIALLY KNOWN AS THE MEDICAL CENTER INTEGRATION AGREEMENT AND NOW AS THE AMENDED AND RESTATED MEDICAL CENTER INTEGRATION AGREEMENT OR THE MCIA), WFUBMC IS THE OVERALL UMBRELLA OPERATING ENTITY OF THE ATRIUM HEALTH SYSTEM'S NORTHWEST NORTH CAROLINA COMPONENT ENTITIES. NORTH CAROLINA BAPTIST HOSPITAL AND WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS) AND THEIR RESPECTIVE SUBSIDIARIES ARE OPERATED, PURSUANT TO DELEGATIONS IN THE MCIA, BY WFUBMC AS "ATRIUM HEALTH WAKE FOREST BAPTIST." WFUHS, IN TURN, OPERATES THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE. ON OCTOBER 9, 2020, THE CHARLOTTE MECKLENBURG HOSPITAL AUTHORITY (CMHA), WAKE FOREST UNIVERSITY, NCBH, WFUHS, AND THE FILING ORGANIZATION FORMED A SINGLE, INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGH A JOINT OPERATING COMPANY, ATRIUM HEALTH, INC. (A NORTH CAROLINA NONPROFIT CORPORATION PREVIOUSLY ORGANIZED BY CMHA AND WFUBMC). THROUGH THIS HEALTH CARE SYSTEM INTEGRATION AND PURSUANT TO AN AGREEMENT KNOWN AS THE "ENTERPRISE AGREEMENT," ATRIUM HEALTH, INC. MANAGES AND OVERSEES THE BUSINESS, FACILITIES, SERVICES, PERSONNEL, AND ACTIVITIES OF CMHA AND WFUBMC (COLLECTIVELY THE "ATRIUM ENTERPRISE"). THE ATRIUM ENTERPRISE ENCOMPASSES 42 HOSPITALS AND MORE THAN 1,500 CARE LOCATIONS, AND IT SERVES MORE THAN 7 MILLION PEOPLE ACROSS NORTH CAROLINA, SOUTH CAROLINA, GEORGIA, AND VIRGINIA. NOTE THAT THE FOLLOWING NARRATIVE INCLUDES IN SOME OF ITS DESCRIPTIONS THE ADDITIONAL OPERATIONS OF THE ATRIUM ENTERPRISE THROUGH DAVIE MEDICAL CENTER (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER), HIGH POINT REGIONAL HEALTH (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER), LEXINGTON MEDICAL CENTER (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER), WRMC HOSPITAL OPERATING CORPORATION (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER), AND WAKE FOREST HEALTH NETWORK LLC, THE SOLE MEMBER OF EACH OF WHICH IS WFUBMC, AS WELL AS ORGANIZATIONS RELATED TO (OR UNRELATED BUT AFFILIATED WITH) WFUBMC, IN ORDER TO PROVIDE A MORE COMPLETE PICTURE OF THE FILING ORGANIZATION'S ROLE IN THE INTEGRATED HEALTH SYSTEM'S COMPREHENSIVE ACTIVITIES. ATRIUM HEALTH WAKE FOREST BAPTIST IS NORTHWEST NORTH CAROLINA'S SOLE ACADEMIC LEARNING HEALTH SYSTEM, BRINGING TO THE REGION THE RESOURCES OF ONE OF AMERICA'S TOP HOSPITALS AND INNOVATIVE RESEARCH CENTERS AND A PREMIER MEDICAL SCHOOL. IT OPERATES THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS A FACULTY OF 3,078, INCLUDING PHYSICIANS AND BASIC SCIENTISTS WITH FULL OR ADJUNCT APPOINTMENTS. IN ADDITION TO THIS FACULTY, THE WAKE FOREST HEALTH NETWORK HAS MORE THAN 160 CLINICAL PRACTICES THROUGHOUT CENTRAL AND WESTERN NORTH CAROLINA. ATRIUM HEALTH WAKE FOREST BAPTIST HAS 1,541 LICENSED ACUTE CARE AND REHABILITATION BEDS ACROSS THE SYSTEM, WHICH ENCOMPASSES ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER ON ITS MAIN WINSTON-SALEM CAMPUS (885 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER (351 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER (94 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER (50 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER (120 BEDS), AND ALLEGHANY HEALTH (41 BEDS). ATRIUM HEALTH WAKE FOREST BAPTIST ALSO INCLUDES THE COMPREHENSIVE CANCER CENTER, WHICH IS DESIGNATED AS SUCH BY THE NATIONAL CANCER INSTITUTE, AND BRENNER CHILDREN'S HOSPITAL. OVERALL, ATRIUM HEALTH WAKE FOREST BAPTIST SERVES A 24-COUNTY REGION IN NORTHWESTERN NORTH CAROLINA AND SOUTHWESTERN VIRGINIA AND DRAWS PATIENTS FROM ACROSS THE NATION FOR SELECT SERVICES. ATRIUM HEALTH WAKE FOREST BAPTIST IS THE DRIVING FORCE BEHIND THE ESTABLISHMENT OF INNOVATION QUARTER, A GROWING URBAN-BASED DISTRICT FOR RESEARCH, BUSINESS, AND EDUCATION IN BIOMEDICAL SCIENCE, INFORMATION TECHNOLOGY, CLINICAL SERVICES, AND ADVANCED MATERIALS. LOCATED IN DOWNTOWN WINSTON-SALEM, IT IS HOME TO MORE THAN 90 COMPANIES, FIVE LEADING ACADEMIC INSTITUTIONS, 3,600 WORKERS, AND 1,800 STUDENTS. GROUNDBREAKING RESEARCH AT THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE ALSO INCLUDES WAKE FOREST INNOVATIONS, A COMMERCIALIZATION ENTERPRISE FOCUSED ON ADVANCING HEALTH CARE THROUGH NEW MEDICAL TECHNOLOGIES AND BIOMEDICAL DISCOVERY. ADVOCATE AURORA HEALTH AND ATRIUM HEALTH FORMALLY COMBINED IN DECEMBER 2022 TO CREATE ADVOCATE HEALTH. IN ADDITION TO DELIVERING THE BEST HEALTH OUTCOMES AND MAKING CARE MORE ACCESSIBLE AND AFFORDABLE, ADVOCATE HEALTH IS COMMITTED TO BRINGING MEDICAL INNOVATIONS TO PATIENTS MORE QUICKLY, ADDRESSING THE ROOT CAUSES OF HEALTH INEQUITIES, ADVANCING POPULATION HEALTH, ENABLING CAREER ADVANCEMENT, AND ACHIEVING CARBON NEUTRALITY BY 2030. ADVOCATE HEALTH IS HEADQUARTERED IN CHARLOTTE, NC, WHILE MAINTAINING A STRONG PRESENCE IN THE CHICAGO, IL AND MILWAUKEE, WI AREAS, INCLUDING A PLANNED, NEW, MILWAUKEE-BASED INSTITUTE FOR HEALTH EQUITY. THE ADVOCATE HEALTH CARE, ATRIUM HEALTH, AND AURORA HEALTH CARE BRANDS WILL CONTINUE TO BE USED IN THEIR RESPECTIVE LOCAL COMMUNITIES, WITH WFUBMC, PRINCIPALLY THROUGH THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, SERVING AS THE ACADEMIC CORE OF THE COMBINED ENTITY. ADVOCATE HEALTH HAS 155,000 TEAMMATES AND SERVES NEARLY 6 MILLION PATIENTS ANNUALLY AS THE THIRD-LARGEST NONPROFIT INTEGRATED HEALTH SYSTEM IN THE NATION. WITH REVENUES OF MORE THAN $27 BILLION, THE NEWLY COMBINED ORGANIZATION COMPRISES MORE THAN 1,000 SITES OF CARE AND 67 HOSPITALS WITH MORE THAN 21,000 PHYSICIANS AND NEARLY 42,000 NURSES. THE HEALTH SYSTEM DELIVERS OVER $6 BILLION OF TOTAL COMMUNITY BENEFIT IN 2023.
FORM 990, PART III, LINE 4A	IN JANUARY 2023, A GROUNDBREAKING CEREMONY WAS HELD AT THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE'S SECOND CAMPUS, LOCATED IN THE PEARL INNOVATION DISTRICT IN UPTOWN CHARLOTTE. THE SCHOOL WILL ANCHOR THE HOWARD R. LEVINE CENTER FOR EDUCATION, WHERE CAROLINAS COLLEGE OF HEALTH SCIENCES WILL JOIN IT, ALONG WITH CONNECTIONS TO WAKE FOREST UNIVERSITY'S SCHOOL OF PROFESSIONAL STUDIES, SCHOOL OF BUSINESS, AND OTHER EDUCATIONAL OPPORTUNITIES. THE MEDICAL SCHOOL'S SECOND CAMPUS EXPECTS TO SEAT ITS FIRST CHARLOTTE CLASS IN 2024 AND OPEN IN 2025. IN MAY 2023, A YEARLONG CENTENNIAL CELEBRATION BEGAN AT NORTH CAROLINA BAPTIST HOSPITAL, PART OF ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER, WHICH OFFICIALLY MARKED 100 YEARS OF SERVICE ON MAY 28, 2023. THE HOSPITAL OPENED ITS DOORS ON MAY 28, 1923, WITH A COMMITMENT TO BE A PLACE OF HEALING AND TEACHING. ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER EXPANDED ITS CARE FOR PATIENTS RECEIVING RADIATION OR CHEMOTHERAPY FOR CANCER IN MAY 2023 WITH A NEW PROGRAM THAT OFFERS ORAL MEDICINE (MOUTH, JAW, SALIVARY GLAND DISORDER) TREATMENTS. THE PROGRAM IS A COLLABORATIVE EFFORT BETWEEN ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER'S HAYWORTH CANCER CENTER, HIGH POINT UNIVERSITY'S WORKMAN SCHOOL OF DENTAL MEDICINE, AND HPU HEALTH, LLC. IN JUNE 2023, A $7.5 MILLION GIFT WAS ANNOUNCED TO ADVANCE RESEARCH AND BRING THE LATEST CANCER INNOVATIONS IN PRECISION MEDICINE TO THE CAROLINAS. THE DONATION TO ATRIUM HEALTH FOUNDATION'S GIVING HOPE CAMPAIGN CAME FROM SANDRA AND THE LATE LEON LEVINE THROUGH THE LEON LEVINE FOUNDATION, BENEFITING ATRIUM HEALTH LEVINE CANCER INSTITUTE. ALL ATRIUM HEALTH CANCER SERVICES IN THE CAROLINAS, INCLUDING THE NATIONAL CANCER INSTITUTE-DESIGNATED ATRIUM HEALTH WAKE FOREST BAPTIST COMPREHENSIVE CANCER CENTER, ARE NOW ALIGNED UNDER THE NAME ATRIUM HEALTH LEVINE CANCER. THE COMPREHENSIVE CANCER CENTER IS ONE OF JUST 54 IN THE COUNTRY WITH SUCH A DESIGNATION AND IS RANKED IN THE TOP 5% NATIONWIDE. DAVID ZAAS, MD, WAS NAMED PRESIDENT OF ATRIUM HEALTH WAKE FOREST BAPTIST IN AUGUST 2023. HE ALSO HOLDS A FACULTY APPOINTMENT AS PROFESSOR OF INTERNAL MEDICINE AT THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE. DR. ZAAS SUCCEEDED KEVIN HIGH, MD, WHO TRANSITIONED TO A NEW ROLE AS VICE CHIEF ACADEMIC OFFICER OF THE ACADEMIC LEARNING HEALTH SYSTEM FOR ADVOCATE HEALTH, OF WHICH AHWFB AND THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE ARE THE ACADEMIC CORE. DR. ZAAS PREVIOUSLY SERVED AS CEO FOR THE MEDICAL UNIVERSITY OF SOUTH CAROLINA (MUSC) HEALTH CHARLESTON DIVISION AND THE MUSC SHAWN JENKINS CHILDREN'S HOSPITAL, AS THE CHIEF CLINICAL OFFICER FOR MUSC HEALTH, AND AS A FACULTY-APPOINTED PROFESSOR OF MEDICINE AT THE MUSC COLLEGE OF MEDICINE. A SITE FOR THE NEW ATRIUM HEALTH WAKE FOREST BAPTIST EYE INSTITUTE WAS ANNOUNCED IN SEPTEMBER 2023. THE FACILITY WILL BE LOCATED AT 635 VINE ST. IN WINSTON-SALEM'S INNOVATION QUARTER, IN THE BUILDING THAT FORMERLY HOUSED INMAR INTELLIGENCE. WHILE A SITE IN INNOVATION QUARTER'S PLANNED PHASE II DEVELOPMENT WAS ORIGINALLY CONSIDERED, THE EXISTING FOUR-STORY 635 VINE ST. LOCATION WILL ALLOW FOR A SHORTER CONSTRUCTION TIME AND A LARGER FOOTPRINT. MOST OF THE BUILDING WILL BE DEDICATED TO PATIENT CARE WITH ADDITIONAL SPACE DESIGNED FOR RESEARCH AND MEDICAL EDUCATION, AND CONVENIENT PARKING WILL PROVIDE EASY ACCESS FOR PATIENTS. IN NOVEMBER 2023, ATRIUM HEALTH WAKE FOREST BAPTIST ANNOUNCED A STREAMLINED LEADERSHIP MODEL ACROSS SOME OF ITS COMMUNITY HOSPITALS. EFFECTIVE JANUARY 1, 2024, CHAD BROWN, PRESIDENT OF ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER AND ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER, ASSUMED A NEW ROLE AS PRESIDENT OF ATRIUM HEALTH WAKE FOREST BAPTIST'S SOUTH AND WEST AREAS, WITH EXECUTIVE OVERSIGHT OF BOTH LEXINGTON AND WILKES MEDICAL CENTERS. CATHLEEN WHEATLEY, PRESIDENT OF ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER, BEGAN EXECUTIVE OVERSIGHT OVER DAVIE MEDICAL CENTER AS PART OF ITS TRANSITION TO BECOME A CAMPUS OF NORTH CAROLINA BAPTIST HOSPITAL (ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER). AS PART OF THE RESTRUCTURING, BILL JAMES STEPPED DOWN AS PRESIDENT OF ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER, WHICH HE HAD LED AS PRESIDENT SINCE 2014. THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE AND ATRIUM HEALTH WAKE FOREST BAPTIST LAUNCHED THE LARGEST FUNDRAISING CAMPAIGN FOR RESEARCH IN THEIR HISTORY IN NOVEMBER 2023. THE ENVISION CAMPAIGN WILL TAKE PLACE OVER TWO YEARS WITH THE GOAL OF RAISING AT LEAST $100 MILLION TO SUPPORT RESEARCH AND ACCELERATE DISCOVERIES THAT PROVIDE HOPE AND IMPROVE CARE. FUNDS RAISED WILL SUPPORT KEY FOCUS AREAS IN HEALTH EQUITY; ALZHEIMER'S DISEASE; CANCER; CARDIOVASCULAR DISEASE; DIABETES, OBESITY AND METABOLISM; HEALTHY AGING AND MOBILITY; NEUROSCIENCES; AND REGENERATIVE MEDICINE. RESEARCH AWARDS RECEIVED BY WFUHS (PRINCIPALLY AS WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE) DURING 2023 TOTALED JUST OVER $436.5 MILLION, INCLUDING $253.1 MILLION FROM FEDERAL SOURCES (INCLUDING THE NATIONAL INSTITUTES OF HEALTH (NIH) AND THE U.S. DEPARTMENT OF DEFENSE), $140.9 MILLION FROM NONPROFIT AND STATE SOURCES, AND $42.5 MILLION FROM INDUSTRY SOURCES. SIGNIFICANT RESEARCH GRANTS ANNOUNCED DURING THE PERIOD INCLUDED: -- A $10.2 MILLION AWARD FROM THE PATIENT-CENTERED OUTCOMES RESEARCH INSTITUTE (PCORI) TO STUDY THE EFFECTIVENESS OF AN INDIVIDUALIZED MODEL OF HEMODIALYSIS, A PROCEDURE IN WHICH THE BLOOD IS CLEANED BY A DIALYSIS MACHINE. THIS IS PART OF A COLLABORATION BETWEEN THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, THE RENAL RESEARCH INSTITUTE, AND OTHER HEALTH CARE SYSTEMS ACROSS THE COUNTRY. -- A FIVE-YEAR $10 MILLION GRANT FROM THE NATIONAL INSTITUTE ON DRUG ABUSE TO CREATE A BROAD RESEARCH PROGRAM THAT WILL WORK TO REDUCE OPIOID-RELATED HARMS AND IMPROVE QUALITY OF LIFE IN PATIENTS ON LONG-TERM OPIOID THERAPY -- A $9.9 MILLION AWARD FROM PCORI FOR A FIVE-YEAR STUDY CALLED REMOTE HYPERTENSION TRACKING HELP AND MANAGEMENT TO REDUCE DISPARITIES IN BLACK PATIENTS -- A FIVE-YEAR, $9 MILLION GRANT FROM THE NATIONAL INSTITUTE ON AGING TO CREATE A NATIONAL CONSORTIUM THAT WILL STUDY THE USE, INTERPRETATION, AND IMPLEMENTATION OF BIOMARKERS TO DIAGNOSE ALZHEIMER'S DISEASE -- A RENEWAL GRANT OF $8 MILLION OVER FIVE YEARS FROM THE NATIONAL INSTITUTE ON ALCOHOL ABUSE AND ALCOHOLISM FOR RESEARCH ON ALCOHOL USE DISORDER, ALLOWING THE WAKE FOREST TRANSLATIONAL ALCOHOL RESEARCH CENTER TO BUILD UPON A HIGHLY PRODUCTIVE TRANSLATIONAL ALCOHOL RESEARCH PROGRAM THAT WAS ESTABLISHED WITH PRIOR SUPPORT FROM THE NIH -- A FIVE-YEAR, $7.5 MILLION GRANT FROM THE NIH'S HELPING END ADDICTION LONG-TERM INITIATIVE, WHICH WAS LAUNCHED IN 2018 TO FIND SCIENTIFIC SOLUTIONS TO STEM THE NATIONAL OPIOID AND PAIN PUBLIC HEALTH CRISES -- TWO GRANTS TOTALING NEARLY $5 MILLION FROM THE DEPARTMENT OF DEFENSE TO STUDY THE MOST EFFECTIVE TREATMENTS FOR FEMUR AND HEEL FRACTURES. OTHER NOTABLE AWARDS DURING THE PERIOD INCLUDED: -- A $4.4 MILLION FUNDING AWARD FROM PCORI TO ASSESS THE BENEFITS OF EXPANDING TELEHEALTH BY PRIMARY CARE PHYSICIANS TO CHILDREN WITH COMPLEX CHRONIC CONDITIONS AND THEIR CAREGIVERS AS PART OF A COLLABORATIVE PROJECT BETWEEN ATRIUM HEALTH WAKE FOREST BAPTIST BRENNER CHILDREN'S HOSPITAL IN WINSTON-SALEM AND ATRIUM HEALTH LEVINE CHILDREN'S HOSPITAL IN CHARLOTTE -- A $3.2 MILLION NIH GRANT FOR COLLABORATIVE RESEARCH BETWEEN THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE AND VANDERBILT UNIVERSITY MEDICAL CENTER TO DEVELOP COMPUTER-ASSISTED APPROACHES TO DIAGNOSING EAR DISEASE -- $3 MILLION OVER FIVE YEARS FROM THE NIH TO HELP RESEARCHERS TAKE THE NEXT STEPS IN NEARLY A DECADE OF RESEARCH THAT INDICATES DANCE CAN PROMOTE COGNITIVE HEALTH. FUNDING FOR A NEW STUDY CALLED IGROOVE THAT WILL HELP RESEARCHERS DETERMINE WHAT KINDS OF DANCE AFFECT FITNESS, MEMORY, AND BRAIN HEALTH. -- A FIVE-YEAR, $2.7 MILLION GRANT FROM THE NATIONAL CANCER INSTITUTE TO INVESTIGATE LUNG CANCER HEALTH DISPARITIES -- A $2.1 MILLION NIH GRANT TO EVALUATE THE POTENTIAL BENEFITS OF DIET INTERVENTIONS SUCH AS TIME-RESTRICTED EATING AND CALORIC RESTRICTION -- $1.9 MILLION IN FUNDING FROM THE NATIONAL INSTITUTE ON DRUG ABUSE TO CONTINUE RESEARCH WITH THE ACUTE TO CHRONIC PAIN SIGNATURES CONSORTIUM, AN NIH PROJECT ESTABLISHED IN 2019 AND COMPOSED OF 18 HOSPITALS AND ACADEMIC RESEARCH CENTERS ACROSS THE COUNTRY TO IDENTIFY NOVEL BIOMARKERS THAT CAN BETTER IDENTIFY INDIVIDUALS WHO ARE AT RISK OF DEVELOPING CHRONIC PAIN
FORM 990, PART III, LINE 4A	-- FOUR GRANTS TOTALING MORE THAN $1.1 MILLION FROM THE DUKE ENDOWMENT TO HELP IMPROVE HEALTH IN COMMUNITIES ACROSS NORTH CAROLINA, INCLUDING $450,000 TO BROADEN ACCESS TO HEALTH CARE AMONG LOW-INCOME AND UNINSURED RESIDENTS OF WILKES COUNTY, $321,000 FOR A THREE-YEAR PROJECT TO USE IMPLEMENTATION SCIENCE (THE STUDY OF METHODS TO INCORPORATE EVIDENCE-BASED RESEARCH FINDINGS INTO CLINICAL USE) TO HELP REDUCE CARDIAC EMERGENCY DISPARITIES IN RURAL AREAS SUCH AS WILKES COUNTY, $100,000 TO ESTABLISH A NEW HEALTHY PEOPLE, HEALTHY CAROLINAS COALITION, BRINGING TOGETHER ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER AND CONE HEALTH, COMMUNITY-BASED NONPROFITS, AND THE GUILFORD COUNTY HEALTH DEPARTMENT TO CREATE POSITIVE LASTING CHANGES IN SOCIAL DETERMINANTS OF HEALTH AND CONTRIBUTE TO OVERALL HEALTHY LIFESTYLES IN GUILFORD COUNTY, AND $296,000 FOR A THREE-YEAR PROJECT TO ENHANCE WELL-BEING AND DECREASE BURNOUT AMONG MEDICAL SCHOOL FACULTY. 1. CLINICAL SERVICES ATRIUM HEALTH WAKE FOREST BAPTIST IS NATIONALLY RECOGNIZED FOR CLINICAL EXCELLENCE AND INTERNATIONALLY KNOWN FOR PIONEERING RESEARCH AND CLINICAL INNOVATION. IT OFFERS EXPERTISE IN MORE THAN 100 AREAS OF MEDICINE, ENCOMPASSING COMPREHENSIVE PREVENTIVE AND HIGHLY SPECIALIZED CARE FOR ALL AGES. ATRIUM HEALTH WAKE FOREST BAPTIST'S NETWORK INCLUDES THE 167-BED COMPREHENSIVE CANCER CENTER AND THE 144-BED BRENNER CHILDREN'S HOSPITAL, BOTH OF WHICH ARE ON THE ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER CAMPUS IN WINSTON-SALEM, AS WELL AS COMMUNITY HOSPITALS IN DAVIDSON, DAVIE, GUILFORD, AND WILKES COUNTIES. BRENNER CHILDREN'S HOSPITAL ALSO INCLUDES THE DALE AND KAREN SISEL NEONATAL INTENSIVE CARE UNIT, WITH 51 ALL-PRIVATE ROOMS. ACROSS ITS SERVICE AREA OF NORTHWEST NORTH CAROLINA AND SOUTHWEST VIRGINIA, ATRIUM HEALTH WAKE FOREST BAPTIST HAS SEVEN EMERGENCY DEPARTMENTS; 11 URGENT CARE LOCATIONS; 458 PHYSICIAN PRACTICES, INCLUDING PRIMARY CARE AND SPECIALTY CLINICS; 28 CANCER CARE LOCATIONS; AND THREE AMBULATORY SURGERY CENTERS. AS OF DECEMBER 31, 2023, ATRIUM HEALTH WAKE FOREST BAPTIST EMPLOYED 22,478 PEOPLE, INCLUDING 2,023 PHYSICIANS, 2,779 ACTIVE MEDICAL STAFF; 3,294 PROVIDERS ALIGNED THROUGH ITS ACCOUNTABLE CARE ORGANIZATION AND CLINICALLY INTEGRATED NETWORK; 1,206 ADVANCED PRACTICE PROVIDERS; AND 4,590 NURSES. FOR THE 2023 CALENDAR YEAR, THE ATRIUM HEALTH WAKE FOREST BAPTIST SYSTEM HAD 84,486 ACUTE CARE BEDDED DISCHARGES; 249,142 EMERGENCY DEPARTMENT VISITS; 2,459,171 PHYSICIAN OFFICE VISITS; 141,610 URGENT CARE VISITS; AND 105,986 VIRTUAL CARE AND EVISITS. ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER AND ATRIUM HEALTH CAROLINAS MEDICAL CENTER BECAME THE FIRST AND ONLY HOSPITALS IN NORTH CAROLINA AND AMONG ONLY 28 IN THE WORLD TO RECEIVE INTERNATIONAL RECOGNITION BY THE AMERICAN COLLEGE OF SURGEONS QUALITY VERIFICATION PROGRAM. THE INAUGURAL GROUP INCLUDED 25 U.S. HOSPITALS AND THREE INTERNATIONAL HOSPITALS TWO IN JAPAN AND ONE IN AUSTRALIA. A MUSIC THERAPY SPACE OPENED FOR PATIENTS OF ATRIUM HEALTH WAKE FOREST BAPTIST BRENNER CHILDREN'S HOSPITAL. SOPHIE'S PLACE IS A DEDICATED ROOM THAT OFFERS HEALING MUSIC THERAPY FOR CHILDREN BEING TREATED FOR SERIOUS ILLNESSES OR INJURIES AT THE AREA'S ONLY CHILDREN'S HOSPITAL. BRENNER CHILDREN'S HOSPITAL IS THE FIFTH SOPHIE'S PLACE LOCATION IN THE COUNTRY AND THE ONLY ONE IN THE SOUTHEAST. ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER WAS AMONG 11 ATRIUM HEALTH FACILITIES ACROSS NORTH CAROLINA AND GEORGIA TO RECEIVE THE AMERICAN HEART ASSOCIATION'S "GET WITH THE GUIDELINES-STROKE" GOLD PLUS QUALITY ACHIEVEMENT AWARD. THE DESIGNATION HONORED ATRIUM HEALTH FOR ITS COMMITMENT TO ENSURING STROKE PATIENTS RECEIVE THE MOST APPROPRIATE TREATMENT, ACCORDING TO NATIONALLY RECOGNIZED, RESEARCH-BASED GUIDELINES. ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER WAS NAMED TO NEWSWEEK'S 2023 LIST OF AMERICA'S BEST CANCER HOSPITALS. HOME TO THE REGION'S ONLY NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTER AND PART OF ATRIUM HEALTH LEVINE CANCER, WFUBMC WAS THE ONLY HOSPITAL IN THE REGION INCLUDED IN THE LIST AND THE ONLY HOSPITAL IN NORTH CAROLINA TO BE RECOGNIZED FOR A NOTABLE TREATMENT (BREAST CANCER). ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER BECAME THE FIRST AND ONLY MEDICAL CENTER IN THE TRIAD REGION TO OFFER FOCUSED ULTRASOUND TREATMENT FOR PATIENTS SUFFERING FROM DISABLING ESSENTIAL TREMOR AND TREMOR DOMINANT PARKINSON'S DISEASE NOT ADEQUATELY CONTROLLED WITH MEDICATIONS. HIGHLIGHTING ITS NATIONALLY RECOGNIZED ACHIEVEMENTS IN PATIENT SAFETY AND QUALITY, ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER RECEIVED ITS FIFTH CONSECUTIVE A GRADE FROM THE LEAPFROG GROUP. 2. OUTREACH ATRIUM HEALTH WAKE FOREST BAPTIST CONTINUES A BROAD-BASED EFFORT TO REACH UNDERSERVED POPULATIONS ACROSS ITS SERVICE AREA, WHICH IS REFLECTED IN ITS ANNUAL COMMUNITY BENEFITS REPORT. FOR TAX YEAR ENDED DECEMBER 31, 2023, ATRIUM HEALTH WAKE FOREST BAPTIST REPORTED IT PROVIDED COMMUNITY BENEFITS VALUED AT $1.2 BILLION., AS REPORTED TO THE STATE OF NORTH CAROLINA AND THE FEDERAL GOVERNMENT. THOSE BENEFITS SUPPORTED THESE AREAS: - FINANCIAL ASSISTANCE (FKA CHARITY CARE) - COMMUNITY HEALTH IMPROVEMENT AND OUTREACH PROGRAMS - EDUCATION AND TRAINING OF MEDICAL AND HEALTH PROFESSIONS AND CLINICAL RESEARCH - SUBSIDIZED HEALTH SERVICES AT THE DOWNTOWN HEALTH PLAZA, BETHESDA, AND SOUTHSIDE HEALTH CLINICS IN WINSTON SALEM, NC - UNREIMBURSED COSTS OF GOVERNMENT-FUNDED PROGRAMS, PRIMARILY MEDICARE AND MEDICAID ONE ANCHOR OF OUTREACH FOR THE ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER IS ITS DOWNTOWN HEALTH PLAZA, A FULL-SERVICE, OUTPATIENT MEDICAL CLINIC THAT SERVES MANY OF FORSYTH COUNTY'S UNINSURED AND UNDERINSURED RESIDENTS WITH A STATE-OF-THE-ART MEDICAL HOME. IN ADDITION TO CLINICAL CARE, THE DOWNTOWN HEALTH PLAZA OFFERS COMMUNITY HEALTH FAIRS, DIABETES EDUCATION, AND A CENTERING PREGNANCY PROGRAM THAT IS REDUCING THE INCIDENCE OF LOW BIRTH-WEIGHT BABIES. DURING THE 2023 CALENDAR YEAR, 54,739 PATIENT VISITS (18,512 WITH DISTINCT MEDICAL RECORD NUMBERS) WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA, AND ANOTHER 9,899 VISITS (3,805 WITH DISTINCT MEDICAL RECORD NUMBERS) WERE RECORDED AT WINSTON EAST PEDIATRICS, A NEARBY ATRIUM HEALTH WAKE FOREST BAPTIST CARE FACILITY SERVING THE UNINSURED AND UNDERINSURED. ON-GOING WORK OF ATRIUM HEALTH WAKE FOREST BAPTIST INCLUDES: - REGULAR COMMUNITY-BASED HEALTH CLINICS, INCLUDING THE WEEKLY DELIVERING EQUAL ACCESS TO CARE (DEAC) CLINIC FOR UNINSURED RESIDENTS OF FORSYTH, DAVIDSON, DAVIE, STOKES, AND YADKIN COUNTIES; THE MONTHLY TRIAD FREE HEALTH CLINIC AT COMMUNITY MOSQUE IN WINSTON-SALEM; THE MONTHLY GRACE CLINIC AT NEW LIGHT MISSIONARY BAPTIST CHURCH IN WINSTON SALEM; AND THE ANNUAL SHARE THE HEALTH FAIR AT THE DOWNTOWN HEALTH PLAZA IN WINSTON SALEM. THESE CLINICS, SPONSORED BY PRIVATE ORGANIZATIONS AND CHURCHES WITH VOLUNTEER ASSISTANCE FROM ATRIUM HEALTH WAKE FOREST BAPTIST PHYSICIANS, NURSES, MEDICAL STUDENTS, AND OTHERS, ATTRACT THOUSANDS OF PEOPLE TO SCREENINGS FOR ACUTE AND CHRONIC CONDITIONS. - 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, STRENGTHENING COMMUNITIES IN THE PROCESS. 3. EDUCATIONAL MISSION AND ACCOMPLISHMENTS THE CONSTITUENT ORGANIZATIONS OF ATRIUM HEALTH WAKE FOREST BAPTIST OPERATE A BROAD RANGE OF EDUCATIONAL PROGRAMS, GRADUATING SKILLED PRACTITIONERS. ATRIUM HEALTH WAKE FOREST BAPTIST AND THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE ATTRACT SOME OF THE WORLD'S MOST COMPETITIVE MEDICAL STUDENTS, RESIDENTS, AND FELLOWS, AS WELL AS STUDENTS IN CLINICAL PASTORAL CARE, NURSE ANESTHESIA, AND OTHER AREAS. IN AUGUST 2023, THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE WELCOMED 145 MD STUDENTS CHOSEN FROM AMONG 12,066 APPLICANTS FOR THE CLASS OF 2027. THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE WAS RECOGNIZED AGAIN BY U.S. NEWS & WORLD REPORT FOR ITS MEDICAL RESEARCH, AGAIN RANKING 47TH NATIONALLY, IN THE 2024 EDITION OF BEST GRADUATE SCHOOLS. THE SCHOOL'S NURSE ANESTHESIA PROGRAM MOVED UP TO NO. 7 AND THE PA PROGRAM RANKED NO. 16 IN NATIONAL RANKINGS ISSUED BY U.S. NEWS & WORLD REPORT.
FORM 990, PART III, LINE 4A	FOR CALENDAR YEAR 2023, ATRIUM HEALTH WAKE FOREST BAPTIST PROVIDED $148.9 MILLION IN EDUCATION FUNDING FOR MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND IN RESEARCH FUNDING NOT COVERED BY OUTSIDE SOURCES. SUCH INVESTMENTS SUPPORT THE TRAINING OF HUNDREDS OF STUDENTS. AS OF DECEMBER 31, 2023, THOSE INCLUDED 576 MD STUDENTS, 780 PHYSICIAN RESIDENTS AND FELLOWS, 397 GRADUATE STUDENTS, 167 PHYSICIAN ASSISTANT STUDENTS, 93 STUDENTS PURSUING THE DOCTOR OF NURSING PRACTICE DEGREE (28 IN THE ONLINE PROGRAM AND 65 PURSUING THE DUAL DNP AND NURSE ANESTHESIA DEGREE), AND 19 PASTORAL CARE CHAPLAIN RESIDENTS (6), FELLOWS (2), AND INTERNS (11). THE TRADITIONAL NURSE ANESTHESIA MASTER'S DEGREE PROGRAM GRADUATED ITS FINAL CLASS OF STUDENTS IN AUGUST 2023, AND ALL COHORTS MOVING FORWARD ARE PURSUING THE DUAL DNP-NURSE ANESTHESIA DEGREE. IN ADDITION, 142 STUDENTS WERE ENROLLED IN THE VIRGINIA TECH-WAKE FOREST UNIVERSITY SCHOOL OF BIOMEDICAL ENGINEERING AND SCIENCES, WITH 70 OF THOSE ON THE WAKE FOREST UNIVERSITY CAMPUS. DURING THE 2022-23 ACADEMIC YEAR, THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, OFFERED 2,415 CONTINUING PROFESSIONAL DEVELOPMENT ACTIVITIES FOR PRACTICING HEALTH CARE PROFESSIONALS THAT DREW 50,781 TOTAL PARTICIPANTS FROM THROUGHOUT THE REGION.
FORM 990, PART VI, SECTION A, LINE 2	BRADLEY CLARK AND TERRY WILLIAMS, OFFICERS OF THE FILING ORGANIZATION, HAD A BUSINESS RELATIONSHIP DURING THE FILING YEAR. GERALD F. ROACH AND JOHN M. VANN, DIRECTORS OF THE FILING ORGANIZATION, HAD A BUSINESS RELATIONSHIP FOR PART OF THE FILING YEAR.
FORM 990, PART VI, SECTION A, LINE 3	EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF THE FILING ORGANIZATION (WFUHS), WAKE FOREST UNIVERSITY (WFU), NORTH CAROLINA BAPTIST HOSPITAL (NCBH, AN ENTITY UNRELATED TO THE WFU AND WFUHS), AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC) APPROVED A MEDICAL CENTER INTEGRATION AGREEMENT (MCIA) WHEREBY AN INTEGRATED ACADEMIC MEDICAL CENTER (COLLECTIVELY, "THE MEDICAL CENTER") WAS CREATED THAT COMBINED CLINICAL CARE, MEDICAL EDUCATION, AND RESEARCH ACTIVITIES CONDUCTED BY THOSE PARTIES AND THEIR RESPECTIVE SUBSIDIARY ENTITIES, UNDER THE DELEGATED OPERATIONAL MANAGEMENT AND OVERSIGHT OF THE FILING ORGANIZATION, ITSELF A NORTH CAROLINA NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS WERE WFU AND NCBH. EFFECTIVE OCTOBER 9, 2020, AND PURSUANT TO A HEALTH SYSTEM INTEGRATION AGREEMENT AMONG WFUBMC, WFU, WFUHS, NCBH, AND THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (CMHA, A NORTH CAROLINA HOSPITAL AUTHORITY THAT OPERATES A MULTI-STATE INTEGRATED HEALTHCARE SYSTEM IN THE SOUTHEASTERN UNITED STATES), THE MEDICAL CENTER AND CMHA BECAME PARTICIPANTS IN A SINGLE, INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "ATRIUM ENTERPRISE") MANAGED AND OVERSEEN BY ATRIUM HEALTH, INC. (ATRIUM), A NEW JOINT OPERATING COMPANY WITHOUT MEMBERS WHOSE 16-PERSON BOARD OF DIRECTORS (THE "ATRIUM BOARD") IS COMPRISED INITIALLY OF 13 CMHA DESIGNEES AND THREE MEDICAL CENTER DESIGNEES; THE MCIA WAS AMENDED TO INCLUDE ATRIUM AS A THIRD MEMBER OF WFUBMC AND TO RECONSTITUTE THE WFUBMC BOARD TO INCLUDE 17 VOTING DIRECTORS OF WHOM WFU DESIGNATES SIX, NCBH DESIGNATES SIXED, ATRIUM DESIGNATES THREE, AND THE WFUBMC BOARD ELECTS TWO; AND THE MEDICAL CENTER (INCLUDING WFUHS AND THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE) WAS ESTABLISHED AS THE ACADEMIC CORE OF THE ENTERPRISE RESPONSIBLE FOR ITS ACADEMIC AND RESEARCH ACTIVITIES. UNDER THIS ARRANGEMENT, EACH ATRIUM ENTERPRISE PARTICIPANT (AND ITS AFFILIATES) MAINTAINS ITS SEPARATE LEGAL EXISTENCE AND CONTINUES TO OWN ITS ASSETS AND RETAIN ALL POWER, AUTHORITIES, RIGHTS AND REMEDIES NECESSARY OR APPROPRIATE TO ALLOW IT TO COMPLY WITH ITS PRE-EXISTING DEBT INSTRUMENTS. WFUBMC AND CMHA DELEGATED AUTHORITY TO ATRIUM TO MANAGE AND OVERSEE THEIR ACTIVITIES AND OPERATIONS, SUBJECT TO THE AUTHORITY OF THE UNIVERSITY, WFUHS, AND WFUBMC OVER ACADEMIC AND RESEARCH MATTERS, THE EXERCISE OF CERTAIN RESERVED POWERS, AND THE CARRYING OUT OF CERTAIN RESPONSIBILITIES BY THE WFUBMC BOARD AND THE CMHA BOARD OF COMMISSIONERS. THE RESERVED POWERS OF EACH ATRIUM ENTERPRISE PARTICIPANT INCLUDE THE POWER TO APPROVE A CHANGE IN ITS FUNDAMENTAL BUSINESS OR MISSION AND, SUBJECT TO THE ATRIUM BOARD'S APPROVAL, TO DEVELOP ITS STRATEGIC PLANS (WHICH WILL BE GENERALLY CONSISTENT WITH THOSE OF THE ENTIRE ENTERPRISE) AND ITS CAPITAL AND OPERATING BUDGETS. THE WAKE FOREST SCHOOL OF MEDICINE CONTINUES AS AN ACADEMIC UNIT OWNED AND OPERATED BY THE UNIVERSITY THROUGH WFUHS. THE EXECUTIVE VICE PRESIDENT FOR HEALTH AFFAIRS IS AN OFFICER OF THE UNIVERSITY, AND CONCURRENTLY HOLDS APPOINTMENTS AS THE CHIEF EXECUTIVE OFFICER AND THE CHIEF ACADEMIC OFFICER (CAO) OF WFUBMC AND THE ENTERPRISE. THE CAO REPORTS EXCLUSIVELY TO THE UNIVERSITY PRESIDENT ON SCHOOL OF MEDICINE-RELATED ACADEMIC MATTERS AND THE PRESIDENT MUST CONSENT TO THE APPOINTMENT OF THE DEAN OF THE SCHOOL OF MEDICINE BY THE CAO. THE UNIVERSITY, GENERALLY THROUGH THE SCHOOL OF MEDICINE, CONTINUES TO BE RESPONSIBLE FOR, AND HAVE THE AUTHORITY REGARDING, ALL ACADEMIC FUNCTIONS OF THE SCHOOL OF MEDICINE. AS SUCH, THE UNIVERSITY CONTINUES TO HOLD AND EXERCISE, AT MINIMUM, THE DEGREE OF ACADEMIC AND ACADEMICALLY-RELATED ADMINISTRATIVE AUTHORITY OVER WFUBMC, THE SCHOOL OF MEDICINE, AND WFUHS THAT THE UNIVERSITY EXERCISED PRIOR TO THE CREATION OF THE ENTERPRISE. IN ADDITION TO FORMING A UNIFIED HEALTH SYSTEM, A SECOND CAMPUS OF THE SCHOOL OF MEDICINE WILL BE ESTABLISHED IN CHARLOTTE, NORTH CAROLINA, WHICH WILL BE AFFILIATED WITH ATRIUM AND IS SCHEDULED TO OPEN TO FIRST-YEAR M.D. STUDENTS IN COMING YEARS. THE ADDITION OF THE SECOND CAMPUS IS EXPECTED TO APPROXIMATELY DOUBLE THE ENROLLMENT OF THE SCHOOL OF MEDICINE. EFFECTIVE MAY 9, 2022, ATRIUM HEALTH, INC. (ATRIUM), ADVOCATE AURORA HEALTH, INC. (AAH), AND ADVOCATE HEALTH, INC. (ADVOCATE HEALTH) ENTERED INTO A MASTER AGREEMENT PURSUANT TO WHICH THOSE PARTIES AGREED THAT ATRIUM AND ITS AFFILIATES, INCLUDING WFUBMC AND THE WAKE FOREST BAPTIST ENTITIES, AND AAH AND ITS AFFILIATES WOULD BECOME FULLY FUNCTIONING PARTS OF A NEW INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "SYSTEM") TO BE MANAGED AND OVERSEEN BY ADVOCATE HEALTH THROUGH A JOINT OPERATING AGREEMENT AMONG ATRIUM, AAH, AND ADVOCATE HEALTH DATED AND EFFECTIVE DECEMBER 2, 2022. IN ADDITION, ON MAY 9, 2022, WFUBMC, ATRIUM, ADVOCATE HEALTH, AND CMHA ENTERED INTO THE WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER COMMITMENT AGREEMENT (THE "COMMITMENT AGREEMENT"), UNDER WHICH THE PARTIES ENSURED ALL RIGHTS AND BENEFITS TO THE WAKE FOREST BAPTIST ENTITIES AND, AS APPLICABLE, WFU UNDER THE RELATED AGREEMENTS (BUT NOT INCLUDING THE GOVERNING DOCUMENTS OF ATRIUM, CMHA, AND WFBMC) RELATED TO THE ENTERPRISE WERE PRESERVED IN THE SYSTEM, EXCEPT THOSE RIGHTS AND BENEFITS THAT WERE ELEVATED TO ADVOCATE HEALTH AND WERE MODIFIED IN THE SYSTEM AS SPECIFICALLY SET OUT IN THE COMMITMENT AGREEMENT. THE COMMITMENT AGREEMENT FURTHER CONFIRMED THE COMMITMENT OF (I) ADVOCATE HEALTH TO SUPPORT AND ENHANCE THE EDUCATIONAL AND RESEARCH MISSIONS OF WFBMC AND WFUHS; (II) WFBMC, WFU, AND WFUHS TO SUPPORT AND ENHANCE THE EDUCATIONAL AND RESEARCH ACTIVITIES OF ADVOCATE HEALTH, THE AAH ENTITIES AND THEIR AFFILIATES; AND (III) ADVOCATE HEALTH TO SUPPORT AND ENHANCE THE EDUCATIONAL AND RESEARCH MISSIONS OF THE SYSTEM AS A WHOLE.
FORM 990, PART VI, SECTION A, LINE 6	WAKE FOREST UNIVERSITY IS THE SOLE MEMBER OF THE FILING ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A	THE DIRECTORS OF THE FILING ORGANIZATION ARE ELECTED BY THE BOARD OF TRUSTEES OF ITS SOLE MEMBER, WAKE FOREST UNIVERSITY.
FORM 990, PART VI, SECTION A, LINE 7B	DECISIONS OF THE FILING ORGANIZATION'S GOVERNING BODY WHICH REQUIRE APPROVAL BY THE ORGANIZATION'S SOLE MEMBER, WAKE FOREST UNIVERSITY, INCLUDE AMENDMENTS TO CERTAIN FUNDAMENTAL DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS); ACADEMIC APPOINTMENT OF FACULTY, GRANT OF TENURE AND DISMISSAL; AND DISSOLUTION. THE DISPOSITION OF CERTAIN REAL PROPERTY OF THE FILING ORGANIZATION IS SUBJECT TO THE APPROVAL OF THE CHAIR AND VICE CHAIR OF THE BOARD OF WFUBMC. NOTWITHSTANDING THE FILING ORGANIZATION'S PARTICIPATION IN THE HEALTH SYSTEM INTEGRATION AMONG ITS PARENT ENTITY (WAKE FOREST UNIVERSITY), WFUBMC, NCBH, AND CMHA DESCRIBED IN THE NARRATIVE RESPONSE ON SCHEDULE O TO THE EXPLANATION REGARDING PART VI, SECTION A, LINE 3, WHEREBY THE FILING ORGANIZATION BECAME A PART OF A SINGLE, INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "ATRIUM ENTERPRISE") MANAGED AND OVERSEEN BY ATRIUM HEALTH, INC., SIGNIFICANT AUTHORITY OVER GOVERNANCE DECISIONS REGARDING THE ACADEMIC OPERATIONS OF THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE AND ITS PROGRAMS AND FACULTY WAS RETAINED IN THE FILING ORGANIZATION AND ITS PARENT AS SUMMARIZED IN THAT NARRATIVE RESPONSE.
FORM 990, PART VI, SECTION B, LINE 11B	THE FILING ORGANIZATION'S BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW AND COMMENT PRIOR TO ITS FILING. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL BOARD MEMBERS 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 OFFICERS 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 AND IS REPORTED TO THE CHAIR OF THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15	THROUGH AN AMENDMENT OF THE FILING ORGANIZATION'S BYLAWS, A SENIOR EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE FILING ORGANIZATION'S BOARD WAS CREATED; IT IS COMPRISED OF THE MEMBERS OF THE ADVOCATE HEALTH, INC. COMPENSATION, BENEFITS, AND EQUITY COMMITTEE. THE COMPENSATION, BENEFITS, AND EQUITY COMMITTEE OF THE ADVOCATE HEALTH, INC. BOARD OF DIRECTORS HAS AUTHORITY AS THE WFUBMC BOARD DELEGATES TO IT, FOR THE REVIEW AND APPROVAL OF SENIOR EXECUTIVE COMPENSATION, INCLUDING SENIOR EXECUTIVE INCENTIVE PLANS. NO MEMBER OF THE COMMITTEE IS AN EMPLOYEE OF THE MARKET REGION. THE COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT EXPERIENCED IN HEALTHCARE TO PROVIDE THE COMMITTEE WITH COMPENSATION COMPARABILITY DATA FOR NEW EXECUTIVE POSITION APPOINTMENTS AND FOR COMPENSATION REVIEWS FOR EXISTING EXECUTIVES. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS. THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH MARKET REGION POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM HEALTHCARE ORGANIZATIONS OF SIMILAR 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.
PART VII, SECTION A, COLUMN B - HOURS	A MEDICAL CENTER INTEGRATION AGREEMENT (MCIA) WAS ORIGINALLY ENTERED INTO IN 2010 AMONG FOUR PARTIES: WAKE FOREST UNIVERSITY (WFU), WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS), WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC), AND NORTH CAROLINA BAPTIST HOSPITAL (NCBH). PURSUANT TO THE TERMS OF THE ORIGINAL MCIA, THE OPERATION OF WFUHS AND NCBH, AND ALL OF THE RESPECTIVE SUBSIDIARIES OF EACH, IS DELEGATED TO WFUBMC. ADDITIONALLY, THE CORPORATE OFFICERS OF WFUBMC GENERALLY SERVE AS THE CORPORATE OFFICERS OF WFUHS AND NCBH. THE MCIA WAS REVISED AND RESTATED IN 2020 TO DELEGATE OVERSIGHT AND MANAGEMENT AUTHORITY OVER WFUBMC TO ATRIUM HEALTH, INC. (AHI). CERTAIN DIRECTORS AND/OR CORPORATE OFFICERS OF WFUHS, NCBH, & WFUBMC ALSO SERVE AS DIRECTORS OR CORPORATE OFFICERS OF AHI AND/OR OF WFU. WFU AND WFUBMC ARE ORGANIZATIONS RELATED TO THE FILING ORGANIZATION. NCBH AND AHI ARE ORGANIZATIONS UNRELATED TO THE FILING ORGANIZATION. THUS, CERTAIN DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION DEVOTE HOURS TO RELATED ORGANIZATIONS (WFU AND WFUBMC) AND THEIR SUBSIDIARIES AND/OR TO UNRELATED ORGANIZATIONS (NCBH AND AHI) AND THEIR SUBSIDIARIES.
FORM 990, PART XI, LINE 9:	EQUITY METHOD AFFILIATES 42,982,883. ACTUARIAL GAIN 2,356,205.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
BRF-A1A LLC
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	203073357	REAL ESTATE HOLDING COMPANY	NC	$1,164,237	$287,290	WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS LLC
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	050549344	REAL ESTATE HOLDING COMPANY	NC	-$1,986,759	$76,371,225	WAKE FOREST UNIV HEALTH SCIENCES
SEED STAGE ASSOCIATES LLC
200 EAST FIRST ST SUITE 101	WINSTON SALEM	NC	27101	651198831	TECHNOLOGY TRANSFER & LICENSING OF INTELLECTUAL PROPERTY	NC			WAKE FOREST UNIV HEALTH SCIENCES
BRF DECK 1 LLC
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	861123819	REAL ESTATE HOLDING COMPANY	NC			WAKE FOREST UNIV HEALTH SCIENCES
BRF-A1 LLC
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	861123822	REAL ESTATE HOLDING COMPANY	NC	-$26,750	$232,940	WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS II LLC
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	271917927	REAL ESTATE HOLDING COMPANY	NC			WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS III LLC
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	271918085	REAL ESTATE HOLDING COMPANY	NC	-$110,155	$1,817,560	WAKE FOREST UNIV HEALTH SCIENCES
PARK IMP 1 LLC
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	272070963	REAL ESTATE HOLDING COMPANY	NC			WAKE FOREST UNIV HEALTH SCIENCES

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	510190238	FACILITATE THE CARRYING OUT OF THE FUNCTIONS AND PURPOSES OF WFUHS & NCBH	NC	501(C)(3)	LINE 12A, I	N/A	0
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	900222618	HEALTHCARE	NC	501(C)(3)	LINE 12A, I		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
WAKE FOREST EMERGENCY PROVIDERS
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	561903275	HEALTHCARE	NC	501(C)(3)	LINE 3		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA
575 N PATTERSON STREET	WINSTON SALEM	NC	27101	463674691	HEALTHCARE RESEARCH	NC	501(C)(3)	LINE 7		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
REGENMED DEVELOPMENT ORGANIZATION
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	202710571	HEALTHCARE RESEARCH	NC	501(C)(3)	LINE 7		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
WAKE FOREST UNIVERSITY DEVELOPMENT FOUNDATION
PO BOX 7201	WINSTON SALEM	NC	27109	562038194	MANAGEMENT/SALE OF CHARITABLE REAL PROPERTY GIFTS	NC	501(C)(3)	LINE 12A, I		0	WAKE FOREST UNIVERSITY
REYNOLDA HOUSE INC
POBOX 7287	WINSTON SALEM	NC	27109	560810676	MUSEUM OF AMERICAN ART	NC	501(C)(3)	LINE 7		0	WAKE FOREST UNIVERSITY
WAKE FOREST UNIVERSITY FOUNDATION
PO BOX 7201	WINSTON SALEM	NC	27109	562038193	REAL ESTATE HOLDING AND MANAGEMENT	NC	501(C)(3)	LINE 12A, I		0	WAKE FOREST UNIVERSITY
INNOVATION QUARTER
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	061818498	RESEARCH PARK DEVELOPMENT	NC	501(C)(3)	LINE 12A, I		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
WAKE FOREST INNOVATION QUARTER DEVELOPMENT CO
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	562094067	RESEARCH PARK DEVELOPMENT	NC	501(C)(6)			Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
WAKE FOREST INNOVATION QUARTER CDC
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	200177581	RESEARCH PARK DEVELOPMENT	NC	501(C)(3)	LINE 12A, I		Yes (1)	WAKE FOREST UNIV HEALTH SCIENCES
MEDICAL FOUNDATION OF WFUHS & NCBH
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	566036688	SUPPORTING ORGANIZATION	NC	501(C)(3)	LINE 12A, I	N/A	0
WAKE FOREST UNIVERSITY
PO BOX 7201	WINSTON SALEM	NC	27109	560532138	UNIVERSITY	NC	501(C)(3)	LINE 2	N/A	0
ADVOCATE HEALTH INC
1000 BLYTHE BLVD	CHARLOTTE	NC	28203	884157429	HEALTHCARE	NC	501(C)(3)	LINE 12B, II		0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Direct Controlling NADirectControllingNACd
VERGER FUND II LLC
751 W FOURTH STREET STE 410	WINSTON SALEM	NC	27101	352514227	INVESTMENT	NC	WAKE FOREST UNIVERSITY HEALTH SCIENCES	EXCLUDED	$51,903,317	$564,591,971	0	0	0.64310
VERGER CAPITAL FUND LLC
751 W FOURTH STREET STE 410	WINSTON SALEM	NC	27101	464027021	INVESTMENT	NC					0	0		N/A
VERGER CAPITAL MANAGEMENT LLC
751 W FOURTH STREET STE 410	WINSTON SALEM	NC	27101	464037343	INVESTMENT	NC					0	0		N/A
WAKE FOREST AMBULATORY VENTURES LLC
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	820777206	HEALTHCARE	NC	WAKE FOREST UNIVERSITY HEALTH SCIENCES	EXCLUDED	$2,051,820	$2,781,127	0	0	0.80000
WAKE FOREST TECHNOLOGY DEVELOPMENT PROGRAM LP
2520 MERIDIAN PARKWAY	DURHAM	NC	27713	475437596	INVESTMENT	NC	WAKE FOREST UNIVERSITY HEALTH SCIENCES	EXCLUDED	$22,444	$5,497,836	0	0	0.99000

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	EINEIN	Direct Controlling NADirectControllingNACd	Entity TypeEntityTypeTxt
CHARITABLE REMAINDER TRUSTS
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	INVESTMENT	NC	WAKE FOREST UNIVERSITY HEALTH SCIENCES	0
NORTH DISTRICT OWNERS ASSOCIATION
MEDICAL CENTER BOULEVARD	WINSTON SALEM	NC	27157	PROPERTY OWNERS ASSOCIATION	NC		0	471128865	N/A	C

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (1)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (12 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
N	$2,294,042	FMV
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
L	$946,315	COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
P	$1,136,281	COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
S	$15,930,655	FMV
REGENMED DEVELOPMENT ORGANIZATION
P	$2,433,395	COST
WAKE FOREST AMBULATORY VENTURES LLC
A	$534,222	COST
WAKE FOREST EMERGENCY PROVIDERS
P	$19,288,282	COST
WAKE FOREST EMERGENCY PROVIDERS
S	$949,284,550	COST
WAKE FOREST AMBULATORY VENTURES LLC
P	$92,560	COST
MEDICAL FOUNDATION OF WFUHS & NCBH
P	$408,319	COST
WAKE FOREST INNOVATION QUARTER MANAGEMENT
Q	$55,742	COST
WAKE FOREST INNOVATION QUARTER MANAGEMENT
S	$2,368,974	COST