NORTH CAROLINA BAPTIST HOSPITAL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CAROLINA BAPTIST HOSPITAL (EIN 56-0552787)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349312174
- 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 F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:19:02-06:00 | 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 | 560552787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA BAPTIST HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 3367162276 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Preparer Person | PreparerPersonGrp | |
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUM HEALTH WAKE FOREST BAPTIST ME | BusinessNameLine1Txt |
| 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 | $2,989,335,780 | 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 | 1923 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | 0 | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 455 | TotalVolunteersCnt |
| Total Gross UBI | -$15,176,288 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $141,410 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,677,519 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,710,696 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,453,328,123 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,960,779,480 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,650,742 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,463,461 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,077,917 | PYOtherRevenueAmt |
| CY Other Revenue | $3,355,536 | CYOtherRevenueAmt |
| PY Total Revenue | $2,499,734,301 | PYTotalRevenueAmt |
| CY Total Revenue | $2,974,309,173 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,049,965 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,410,964 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $904,820,158 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $987,101,569 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,610,584,170 | PYOtherExpensesAmt |
| CY Other Expenses | $1,936,835,313 | CYOtherExpensesAmt |
| PY Total Expenses | $2,520,454,293 | PYTotalExpensesAmt |
| CY Total Expenses | $2,929,347,846 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$20,719,992 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $44,961,327 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,183,312,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,399,495,652 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $839,506,509 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $904,309,550 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,343,805,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,495,186,102 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR CONTINUATIONNORTH CAROLINA BAPTIST HOSPITAL (AT TIMES ALSO REFERRED TO AS THE "HOSPITAL OR "NCBH OR "THE FILING ORGANIZATION") IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), A PREEMINENT LEARNING HEALTH SYSTEM AND ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE AND INNOVATION. AHWFB'S MISSION IS TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING FOR ALL. AHWFB'S VISION IS TO BE THE FIRST AND BEST CHOICE FOR CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,685,761,147 | ExpenseAmt |
| Grant | $5,410,963 | GrantAmt |
| Revenue | $2,960,779,480 | RevenueAmt |
| Desc | SEE SCHEDULE O FOR COMPLETE DESCRIPTION | Desc |
| Total Program Service Expenses | $2,685,761,147 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| 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 | 0 | 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 |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 0 | QuidProQuoContributionsInd |
| 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 | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | InvestmentInJointVentureInd |
| 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 BLVD | 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 (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| JULIE ANN FREISCHLAG MD | |||||||||
| CEO OF AHWFB | 15.70 | 24.30 | Yes (X) | $5,194,069 | $0 | $50,088 | |||
| KEVIN P HIGH MD | |||||||||
| PRES, HEALTH SYSTEM (TO 8/31/23) | 8.80 | 31.20 | Yes (X) | $2,269,909 | $0 | $52,075 | |||
| TERRY G WILLIAMS | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $1,681,163 | $0 | $281,221 | Yes (X) | |||
| BRADLEY A CLARK | |||||||||
| EVP, TREASURER | 2.20 | 37.80 | Yes (X) | $1,431,976 | $0 | $145,795 | |||
| CATHLEEN WHEATLEY DNP | |||||||||
| PRES WFBMC, SVP CNO | 40.00 | 0.00 | $0 | $1,142,653 | $33,711 | Yes (X) | |||
| J MCLAIN WALLACE JR | |||||||||
| SVP, GEN COUNSEL & SEC | 12.80 | 27.20 | Yes (X) | $0 | $983,574 | $35,934 | |||
| E EBONY BOULWARE MD | |||||||||
| DEAN, WFU SOM | 40.00 | 0.00 | Yes (X) | $923,292 | $0 | $32,149 | |||
| ARTHUR MICK FISHER | |||||||||
| SVP, CHRO | 7.90 | 32.10 | $0 | $887,944 | $41,049 | Yes (X) | |||
| MICHAEL T WAID | |||||||||
| SVP HLTH SYS OPS & INTEG | 26.50 | 13.50 | $0 | $797,934 | $57,880 | Yes (X) | |||
| TODD BANKHEAD | |||||||||
| SVP CLIN OPS, COO | 40.00 | 0.00 | $0 | $786,744 | $45,733 | Yes (X) | |||
| LISA M MARSHALL | |||||||||
| VP, CHIEF PHIL OFF | 5.00 | 35.00 | Yes (X) | $0 | $635,041 | $36,014 | |||
| ALISA STARBUCK DNP | |||||||||
| PRES BRENNER'S CH HOSP | 40.00 | 0.00 | $0 | $571,939 | $48,802 | Yes (X) | |||
| STEPHAN L LILLIE | |||||||||
| SVP & CFO AHWFB | 13.00 | 27.00 | Yes (X) | $0 | $572,269 | $33,957 | |||
| WILLIAM D SHOWALTER | |||||||||
| FORMER OFF (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) | 10.00 | 30.00 | Yes (X) | $530,164 | $0 | $6,594 | |||
| A LEE HERRING | |||||||||
| DIRECTOR | 2.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| ARTHUR A GIBEL | |||||||||
| TRUSTEE | 2.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| EDWIN L WELCH JR | |||||||||
| TRUSTEE (TO 12/31/23) | 2.00 | 6.00 | $0 | $0 | $0 | Yes (X) | |||
| SHEREE B WATSON | |||||||||
| CHAIR | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN L ROBERTSON | |||||||||
| VICE CHAIR | 2.00 | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM C WARDEN JR | |||||||||
| TRUSTEE | 2.00 | 18.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $12,030,573 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,898,939 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $930,500 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
|---|---|---|---|---|---|
| AYA HEALTH CARE | |||||
| DEPT 3519 PO BOX 123519 | DALLAS | TX | 75312 | HEATHCARE STAFFING SERVICES | $86,857,356 |
| TRIMEDX HOLDINGS LLC | |||||
| PO BOX 636129 | CINCINNATI | OH | 45263 | CLINICAL ENGINEERING SERVICES | $10,361,978 |
| EPIC SYSTEMS | |||||
| PO BOX 88314 | MILWAUKEE | WI | 53288 | IT CONSULTING SERVICES | $10,074,024 |
| SODEXO MAGIC LLC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FACILITIES MANAGEMENT SERVICES | $9,567,910 |
| HEALTH CAROUSEL LLC | |||||
| PO BOX 714216 | CINCINNATI | OH | 45271 | STAFFING SERVICES | $8,977,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 173 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,121,031 | RelatedOrganizationsAmt |
| Government Grants | $566,816 | GovernmentGrantsAmt |
| All Other Contributions | $1,022,849 | AllOtherContributionsAmt |
| Total Contributions | $2,710,696 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT SERVICE REVENUE | 622110 | $2,933,392,712 | $2,933,228,791 | $163,921 |
| LABORATORY SERVICE REVENUE | 621511 | $16,721,489 | $15,152,801 | $1,568,688 |
| DIETARY REVENUE | 722513 | $7,793,608 | $7,793,608 | |
| TUITION REVENUE | 611430 | $2,871,671 | $2,871,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,960,779,480 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,207,118 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$16,908,897 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,116,015 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,275,664 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $744,433 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,531,231 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,531,231 | TotalRevenueColumnAmt |
| Exclusion | $2,531,231 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $538,517 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,282,174 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$14,282,174 | SecuritiesAmt |
| Other | $538,517 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$13,743,657 | TotalRevenueColumnAmt |
| Exclusion | -$13,743,657 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PARKING REVENUE | 812930 | $753,674 | $753,674 |
| OTHER REVENUE | 900099 | $35,671 | $35,671 |
| GIFT SHOP REVENUE | 459420 | $34,960 | $34,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $824,305 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,974,309,173 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,959,046,871 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$15,176,288 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,727,894 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,391,450 | TotalAmt |
| Program Services | $1,391,450 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,019,514 | TotalAmt |
| Program Services | $4,019,514 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,560,692 | TotalAmt |
| Program Services | $12,280,346 | ProgramServicesAmt |
| Management And General | $12,280,346 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,035,682 | TotalAmt |
| Program Services | $676,702,608 | ProgramServicesAmt |
| Management And General | $71,333,074 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,223,745 | TotalAmt |
| Program Services | $35,483,348 | ProgramServicesAmt |
| Management And General | $3,740,397 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,698,908 | TotalAmt |
| Program Services | $113,712,194 | ProgramServicesAmt |
| Management And General | $11,986,714 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,582,542 | TotalAmt |
| Program Services | $44,854,325 | ProgramServicesAmt |
| Management And General | $4,728,217 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,088 | TotalAmt |
| Program Services | $101,088 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,177 | TotalAmt |
| Management And General | $5,177 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,887 | TotalAmt |
| Program Services | $207,887 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,518,317 | TotalAmt |
| Program Services | $3,004,178 | ProgramServicesAmt |
| Management And General | $1,514,139 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,179,034 | TotalAmt |
| Program Services | $130,545,849 | ProgramServicesAmt |
| Management And General | $633,185 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,011,553 | TotalAmt |
| Program Services | $6,551,984 | ProgramServicesAmt |
| Management And General | $459,569 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,285,001 | TotalAmt |
| Program Services | $12,298,930 | ProgramServicesAmt |
| Management And General | $2,986,071 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,980,403 | TotalAmt |
| Program Services | $61,136,904 | ProgramServicesAmt |
| Management And General | $14,843,499 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,055,518 | TotalAmt |
| Program Services | $407,192,726 | ProgramServicesAmt |
| Management And General | $98,862,792 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,357,471 | TotalAmt |
| Program Services | $1,092,276 | ProgramServicesAmt |
| Management And General | $265,195 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,408 | TotalAmt |
| Program Services | $271,492 | ProgramServicesAmt |
| Management And General | $65,916 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,946,839 | TotalAmt |
| Program Services | $11,267,762 | ProgramServicesAmt |
| Management And General | $5,679,077 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,070,843 | TotalAmt |
| Program Services | $68,270,759 | ProgramServicesAmt |
| Management And General | $9,800,084 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,653,076 | TotalAmt |
| Program Services | $10,181,176 | ProgramServicesAmt |
| Management And General | $2,471,900 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $757,839,011 | $757,839,011 | |
| BAD DEBT | $190,448,821 | $190,448,821 | |
| PROVIDER ASSESSMENT | $123,362,349 | $123,362,349 | |
| INCOME TAXES | $381,048 | $156,534 | $224,514 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,094,469 | TotalAmt |
| Program Services | $13,387,636 | ProgramServicesAmt |
| Management And General | $1,706,833 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,929,347,846 | TotalAmt |
| Program Services | $2,685,761,147 | ProgramServicesAmt |
| Management And General | $243,586,699 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,986,426 | BOYAmt |
| EOY | $2,988,786 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,402,474 | BOYAmt |
| EOY | $4,066,344 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,603,231 | BOYAmt |
| EOY | $378,611,318 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,305,774 | BOYAmt |
| EOY | $48,282,598 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,054,223 | BOYAmt |
| EOY | $28,992,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,123,419,399 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,499,204,860 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $543,450,223 | BOYAmt |
| EOY | $624,214,539 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $814,908,485 | BOYAmt |
| EOY | $898,856,747 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,354,149 | BOYAmt |
| EOY | $22,184,644 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,210,138 | BOYAmt |
| EOY | $360,643,832 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,037,076 | BOYAmt |
| EOY | $30,654,399 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,183,312,199 | BOYAmt |
| EOY | $2,399,495,652 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,533,720 | BOYAmt |
| EOY | $309,897,186 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,383,833 | BOYAmt |
| EOY | $6,356,349 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,360,225 | BOYAmt |
| EOY | $455,709,178 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,623,296 | BOYAmt |
| EOY | $12,979,074 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,605,435 | BOYAmt |
| EOY | $119,367,763 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $839,506,509 | BOYAmt |
| EOY | $904,309,550 | 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 | $1,333,543,643 | BOYAmt |
| EOY | $1,485,354,546 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,262,047 | BOYAmt |
| EOY | $9,831,556 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343,805,690 | BOYAmt |
| EOY | $1,495,186,102 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,183,312,199 | BOYAmt |
| EOY | $2,399,495,652 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $44,961,327 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $80,820,476 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $25,598,609 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 | $92,349 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $115,538 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $207,887 | 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 | $10,262,047 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $454,647 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $884,838 | OtherExpendituresAmt |
| End Year Balance | $9,831,856 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,641,523 | BeginningYearBalanceAmt |
| Contributions | $586,810 | ContributionsAmt |
| Investment Earnings Or Losses | -$553,843 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $412,443 | OtherExpendituresAmt |
| End Year Balance | $10,262,047 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,868,363 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $74,257 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $301,097 | OtherExpendituresAmt |
| End Year Balance | $10,641,523 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,697,960 | BeginningYearBalanceAmt |
| Contributions | $1,632,009 | ContributionsAmt |
| Investment Earnings Or Losses | $848,144 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $309,750 | OtherExpendituresAmt |
| End Year Balance | $10,868,363 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,362,682 | BeginningYearBalanceAmt |
| Contributions | $2,938,020 | ContributionsAmt |
| Investment Earnings Or Losses | $64,252 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,666,994 | OtherExpendituresAmt |
| End Year Balance | $8,697,960 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.30360 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.69640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,362,626 | OtherCostOrOtherBasisAmt |
| Book Value | $39,362,626 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,140,422,020 | OtherCostOrOtherBasisAmt |
| Depreciation | $778,930,654 | DepreciationAmt |
| Book Value | $361,491,366 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,201,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,806,318 | DepreciationAmt |
| Book Value | $395,167 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $767,812,768 | OtherCostOrOtherBasisAmt |
| Depreciation | $718,467,888 | DepreciationAmt |
| Book Value | $49,344,880 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $173,620,500 | OtherCostOrOtherBasisAmt |
| Book Value | $173,620,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $624,214,539 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN SUBSIDIARIES | Desc |
| Book Value | $360,643,832 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $360,643,832 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PLI & OTHER LIABILITIES | $30,300,520 |
| PENSION LIABILITIES | $63,848,870 |
| OPERATING LEASE PAYABLE | $25,218,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $119,367,763 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE HOSPITAL'S ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT FOR EDUCATION, SCHOLARSHIPS, INDIGENT CARE, AND OTHER DEPARTMENTAL FUNDING. |
| 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 F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | THE CARIBBEAN - BRITISH VIRGIN ISLANDS & CAYMAN ISLANDS | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $21,112,921 | RegionTotalExpendituresAmt |
| 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 | $21,112,921 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $21,112,921 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $26,495,754 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $26,495,754 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00970 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $454,321,510 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $582,017,815 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $97,460,677 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $76,797,057 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $20,663,620 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00750 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $578,277,941 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $658,814,872 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $47,159,374 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01720 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,000,285 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $10,000,285 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00370 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $124,347,213 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $26,262,859 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $98,084,354 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03580 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $8,710,559 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $8,710,559 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00320 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $631,872 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $631,872 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $143,689,929 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $26,262,859 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $117,427,070 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04290 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $721,967,870 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $685,077,731 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $164,586,444 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.06010 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,315,137 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,315,137 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $77,250 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $77,250 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $180,363 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $180,363 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,572,750 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,572,750 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00050 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $43,068,593 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $643,063,303 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $841,788,340 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$198,725,037 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER | BusinessNameLine1Txt |
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) |
|---|---|---|
| Website Address | WWW.WAKEHEALTH.EDU | WebsiteAddressTxt |
| State License | H0011 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUM HEALTH WAKE FOREST BAPTIST MEDICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 21 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE PART V | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 22 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE PART V | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 300.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE PART V | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SEE PART V | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SEE PART V | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 5: DURING THE CONDUCTION OF ITS MOST RECENT CHNA, THE HOSPITAL FACILITY SOUGHT COMMUNITY INPUT THROUGH THE FOLLOWING PRIMARY SOURCES: -A JOINT COMMUNITY HEALTH SURVEY CONDUCTED BY THE HOSPITAL FACILITY AND NOVANT HEALTH FORSYTH MEDICAL CENTER. SURVEYS WERE DISTRIBUTED TO COMMUNITY CLINICS THAT SERVICE UNDERSERVED POPULATIONS. -INTERVIEWS WITH COMMUNITY LEADERS WHO REPRESENT AND SERVE THE INTERESTS OF UNDERSERVED POPULATIONS. -FOCUS GROUPS CONDUCTED WITH THE GRAMERCY RESEARCH GROUP TO CONDUCT A QUALITATIVE DATA ANALYSIS OF HEALTH EQUITY IN EAST WINSTON-SALEM, A TRADITIONALLY UNDERSERVED AREA OF THE COMMUNITY. -COMMENTS FROM PRIOR COMMUNITY HEALTH NEED ASSESSMENTS AND IMPLEMENTATION STRATEGIES.ADDITIONALLY, THE HOSPITAL FACILITY USED SECONDARY DATA SOURCES INCLUDING, BUT NOT LIMITED TO: -ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER COMMUNITY DASHBOARD/HEALTH COMMUNITIES INSTITUTE-COUNTY HEALTH RANKINGS & ROADMAPS-STATE OF THE COUNTY HEALTH REPORT-US CENSUS BUREAU 2020 CENSUS-NC CENTER FOR HEALTH STATISTICS-HEALTHY NORTH CAROLINA 2020-CENTERS FOR MEDICARE/MEDICAID - HEALTH OUTCOMES SURVEY-DATA AND STATISTICS FROM LOCAL HEALTH DEPARTMENTS AND COMMUNITY INITIATIVESPART V, SECTION B, LINE 7A:HTTPS://WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTSPART V, SECTION B, LINE 10A:HTTPS://WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTS |
| ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 11: THE HOSPITAL FACILITY'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IDENTIFIED NUMEROUS COMMUNITY HEALTH NEEDS AND CONCERNS. EACH IDENTIFIED HEALTH NEED WAS REVIEWED AND ASSIGNED A VALUE WITH THE GREATEST WEIGHT PLACED UPON HEALTH DISPARITIES ASSOCIATED WITH THE NEED, THE BURDEN OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENTIONS, AND THE IMPORTANCE THE COMMUNITY PLACES ON ADDRESSING THE HEALTH NEED. THE FOLLOWING HEALTH NEEDS WERE PRIORITIZED BY THE HOSPITAL FACILITY IN ITS MOST RECENT CHNA: 1) ACCESS TO CARE WITH A FOCUS ON SPECIAL POPULATIONS WHO EXPERIENCE SIGNIFICANT BARRIERS INCLUDING FINANCIAL, HEALTH INSURANCE COVERAGE, TRANSPORTATION, ETC. 2) SOCIAL IMPACT AND INJUSTICE WITH A FOCUS ON FACTORS THAT INFLUENCE HEALTH. SUCH FACTORS INCLUDE, BUT ARE NOT LIMITED TO, FOOD INSECURITY, RACE AND CULTURE, EDUCATION, POVERTY, AND AFFORDABLE HOUSING. 3) CHRONIC AND EMERGING DISEASES AND KEY HEALTH CONDITIONS AND INDICATORS INCLUDING CANCER, DIABETES, HEART DISEASE, HYPERTENSION, CEREBROVASCULAR DISEASE, AND COVID-19. 4) MATERNAL AND CHILD HEALTH AND INFANT MORTALITY5) MENTAL HEALTH AND POLY-SUBSTANCE USETHE HOSPITAL FACILITY IMPLEMENTATION STRATEGY OUTLINES THE PROGRAMS AND RESOURCES THE HOSPITAL FACILITY WILL USE TO ADDRESS THE ABOVE MENTIONED PRIORITIZED HEALTH NEEDS. THE IMPLEMENTATION STRATEGY ALSO INCLUDES AN EVALUATION OF IMPACT OF THOSE PROGRAMS ON PRIORITIZED COMMUNITY HEALTH NEEDS IDENTIFIED FROM THE CHNA. ALL EFFORTS IN COMBINATION WITH THE HOSPITAL'S VALUE OF NONDISCRIMINATION AND COMPASSIONATE CARE ARE DESIGNED TO MEET THE SIGNIFICANT HEALTH NEEDS OF THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT. THE HOSPITAL FACILITY ACKNOWLEDGES THE IMPORTANCE OF ALL COMMUNITY HEALTH NEEDS THAT WERE IDENTIFIED IN THE CHNA; HOWEVER, THE HOSPITAL FACILITY'S RESOURCES AND ASSETS WERE BEST ALIGNED TO FOCUS ON THE PRIORITIZED NEEDS MENTIONED ABOVE. THE CHNA PROVIDES A COMPREHENSIVE LIST OF AVAILABLE RESOURCES IN THE COMMUNITY FOR THOSE NEEDS THAT WERE NOT PRIORITIZED BY THE HOSPITAL FACILITY. ALTHOUGH NOT PRIORITIZED, THE HOSPITAL FACILITY WILL CONTINUE TO PARTNER WITH COMMUNITY AND NON-PROFIT ORGANIZATIONS TO HELP ADDRESS THESE NEEDS. |
| ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 13H: THE HOSPITAL MAY USE COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO PRESUMPTIVELY SCREEN RESPONSIBLE INDIVIDUALS TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS. |
| ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER | PART V, SECTION B, LINE 16J: NORTH CAROLINA BAPTIST HOSPITALPART V, LINE 16A, FAP WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCENORTH CAROLINA BAPTIST HOSPITALPART V, LINE 16B, FAP APPLICATION WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCENORTH CAROLINA BAPTIST HOSPITALPART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCENORTH CAROLINA BAPTIST HOSPITALPART V, SECTION B, LINE 16J: IN ADDITION TO THE METHODS PREVIOUSLY DESCRIBED, THE HOSPITAL INFORMS PATIENTS ABOUT ITS FAP DURING INTAKE AND DISCHARGE BY PROVIDING A PLAIN LANGUAGE SUMMARY OF THE FAP. THE HOSPITAL ALSO PLACES A CONSPICUOUS WRITTEN NOTICE OF THE FAP ON ITS PATIENT BILLING STATEMENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 48 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (48 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - AHWFB ADULT MEDICINE - DHP | ||||
| 1200 N MARTIN LUTHER KING JR DRIVE | WINSTONSALEM | NC | 27101 | PRIMARY CARE |
| 2 - AHWFB BREAST CARE SERVICES - CLEMMONS | ||||
| 2341 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC |
| 3 - AHWFB CANCER SURVIVORSHIP - CLEMMONS PLAZA | ||||
| 2311-2341 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC |
| 4 - AHWFB CARDIOLOGY - COUNTRY CLUB | ||||
| 4610 COUNTRY CLUB ROAD | WINSTONSALEM | NC | 27104 | SPECIALTY CARE CLINIC |
| 5 - AHWFB CARE PLUS - DOWNTOWN HEALTH PLAZA | ||||
| 1200 N MARTIN LUTHER KING JR DRIVE | WINSTONSALEM | NC | 27101 | PRIMARY CARE |
| 6 - AHWFB COMP FETAL CARE CENTER - SHEPHERD | ||||
| 500 SHEPHERD STREET SUITE 200 | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 7 - AHWFB DERMATOLOGIC SURGERY - COUNTRY CLUB | ||||
| 4618 COUNTRY CLUB ROAD | WINSTONSALEM | NC | 27104 | SPECIALTY CARE CLINIC |
| 8 - AHWFB DIABETES & ENDOCRINOLOGY CENTER - CO | ||||
| 4610 COUNTRY CLUB ROAD | WINSTONSALEM | NC | 27104 | SPECIALTY CARE CLINIC |
| 9 - AHWFB DIALYSIS ACCESS GROUP | ||||
| 120 MILLER STREET STE B | WINSTONSALEM | NC | 27103 | DIALYSIS CENTER |
| 10 - AHWFB DIGESTIVE HEALTH SERVICES - SHEPHERD | ||||
| 500 SHEPHERD ST | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 11 - AHWFB ENTHEAD & NECK SURGERY - CLEMMONS | ||||
| 2341 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC |
| 12 - AHWFB ENTHEAD & NECK SURGERY - MEDICAL PL | ||||
| 131 MILLER STREET | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 13 - AHWFB FACIAL PLASTICS & RECONSTRUCTIVE SUR | ||||
| 131 MILLER STREET | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 14 - AHWFB GENERAL DERMATOLOGY - COUNTRY CLUB | ||||
| 4616 COUNTRY CLUB RD | WINSTONSALEM | NC | 27104 | SPECIALTY CARE CLINIC |
| 15 - AHWFB GENERAL DERMATOLOGY - DHP | ||||
| 1200 N MARTIN LUTHER KING JR DRIVE | WINSTONSALEM | NC | 27101 | SPECIALTY CARE CLINIC |
| 16 - AHWFB GYNECOLOGIC ONCOLOGY - STATESVILLE | ||||
| 365 BROOKDALE DR | STATESVILLE | NC | 28677 | SPECIALTY CARE CLINIC |
| 17 - AHWFB HEMATOLOGY & ONCOLOGY - CLEMMONS | ||||
| 2311 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC |
| 18 - AHWFB HEMATOLOGY & ONCOLOGY - ELKIN | ||||
| 401 ELDON PARKS DRIVE | ELKIN | NC | 28621 | SPECIALTY CARE CLINIC |
| 19 - AHWFB HEMATOLOGY & ONCOLOGY - LEXINGTON | ||||
| 107 W MEDICAL PARK DR STE 101 | LEXINGTON | NC | 27292 | SPECIALTY CARE CLINIC |
| 20 - AHWFB HEMATOLOGY & ONCOLOGY - MT AIRY | ||||
| 450 PRICE STREET | MT AIRY | NC | 27030 | SPECIALTY CARE CLINIC |
| 21 - AHWFB KIDNEY SERVICES - DHP | ||||
| 1200 N MARTIN LUTHER KING JR DRIVE | WINSTONSALEM | NC | 27101 | SPECIALTY CARE CLINIC |
| 22 - AHWFB NEUROLOGY - DOWNTOWN HEALTH PLAZA | ||||
| 1200 N MARTIN LUTHER KING JR DRIVE | WINSTONSALEM | NC | 27101 | SPECIALTY CARE CLINIC |
| 23 - AHWFB NEUROLOGY - MEDICAL PLAZA MILLER | ||||
| 131 MILLER STREET | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 24 - AHWFB NEUROLOGY - SHEPHERD | ||||
| 500 SHEPHERD ST | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 25 - AHWFB NEUROPSYCHOLOGY - MEDICAL PLAZA MILL | ||||
| 131 MILLER STREET | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 26 - AHWFB OBSTETRICS & GYNECOLOGY - CLEMMONS | ||||
| 2341 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC |
| 27 - AHWFB OBSTETRICS & GYNECOLOGY - DOWNTOWN H | ||||
| 1200 N MARTIN LUTHER KING JR DRIVE | WINSTONSALEM | NC | 27101 | SPECIALTY CARE CLINIC |
| 28 - AHWFB OBSTETRICS & GYNECOLOGY - SHEPHERD | ||||
| 500 SHEPHERD STREET SUITE 201 | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 29 - AHWFB ORTHOPAEDIC ONCOLOGY - MEDICAL MILLE | ||||
| 131 MILLER STREET | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 30 - AHWFB ORTHOPAEDICS - MEDICAL PLAZA MILLER | ||||
| 131 MILLER STREET | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 31 - AHWFB ORTHOPEDICS FRACTURE PREVENTION - CL | ||||
| 2311 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC |
| 32 - AHWFB PAIN SERVICES - BROOKSTOWN | ||||
| 605 COTTON STREET STE 100 | WINSTONSALEM | NC | 27101 | SPECIALTY CARE CLINIC |
| 33 - AHWFB PEDIATRIC DIABETES CENTER - COUNTRY | ||||
| 4610 COUNTRY CLUB ROAD | WINSTONSALEM | NC | 27104 | SPECIALTY CARE CLINIC - PEDIATRICS |
| 34 - AHWFB PEDIATRIC ENDOCRINOLOGY - CLEMMONS | ||||
| 2311 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC - PEDIATRICS |
| 35 - AHWFB PEDIATRIC ENTHEAD & NECK SURGERY | ||||
| 2341 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC |
| 36 - AHWFB PEDIATRIC GASTROENTEROLOGY - CLEMMON | ||||
| 2311 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC - PEDIATRICS |
| 37 - AHWFB PEDIATRIC GASTROENTEROLOGY - SHEPHER | ||||
| 500 SHEPHERD STREET | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC - PEDIATRICS |
| 38 - AHWFB PEDIATRIC HEMATOLOGY - CLEMMONS | ||||
| 2311 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC - PEDIATRICS |
| 39 - AHWFB PEDIATRIC PSYCHOLOGY - CLEMMONS | ||||
| 2311 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC - PEDIATRICS |
| 40 - AHWFB PEDIATRIC PULMONARY - CLEMMONS | ||||
| 2311 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC - PEDIATRICS |
| 41 - AHWFB PEDIATRICS - WINSTON EAST | ||||
| 2295 EAST 14TH STREET | WINSTONSALEM | NC | 27105 | PRIMARY CARE - PEDIATRICS |
| 42 - AHWFB PEDIATRICS DOWNTOWN HEALTH PLAZA | ||||
| 1200 N MARTIN LUTHER KING JR DRIVE | WINSTONSALEM | NC | 27101 | PRIMARY CARE - PEDIATRICS |
| 43 - AHWFB PHYSICAL MEDICINE & REHABILITATION - | ||||
| 131 MILLER STREET | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 44 - AHWFB RHEUMATOLOGY - CLEMMONS | ||||
| 2311 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC |
| 45 - AHWFB RHEUMATOLOGY - MEDICAL PLAZA MILLER | ||||
| 131 MILLER STREET | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 46 - AHWFB SLEEP CENTER - SHEPHERD | ||||
| 500 SHEPHERD STREET | WINSTONSALEM | NC | 27103 | SPECIALTY CARE CLINIC |
| 47 - AHWFB SPINE CENTER - CLEMMONS | ||||
| 2341 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC |
| 48 - AHWFB VEIN SERVICES - CLEMMONS | ||||
| 2341 LEWISVILLE-CLEMMONS ROAD | CLEMMONS | NC | 27012 | SPECIALTY CARE CLINIC |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | THE ORGANIZATION UTILIZES COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS UNDER ITS FAP POLICY. ADDITIONAL ELIGIBILITY CRITERIA INCLUDES THE FOLLOWING: -PATIENT MUST BE UNINSURED OR HAVE NO OTHER THIRD PARTY FUNDING SOURCE OR GUARANTOR-SERVICES FOR WHICH DISCOUNTS APPLY MUST BE EMERGENT AND MEDICALLY NECESSARY-PATIENT MUST BE A VALID RESIDENT WITHIN A ZIP CODE BOUNDED BY OR INTERSECTING ONE OF THE COUNTIES DEFINED AS ATRIUM HEALTH WAKE FOREST BAPTIST'S SERVICE AREA-PATIENT MUST ENROLL IN ALL OTHER PRIMARY PAYER PROGRAMS FOR WHICH THE PATIENT IS ELIGIBLE AND MUST ASSIGN BENEFITS TO ATRIUM HEALTH WAKE FOREST BAPTIST EXCEPT IN THE CASE WHERE SUCH POLICY PREMIUM FOR ENROLLMENT WOULD RESULT IN MEDICAL INDIGENCE. |
| PART I, LINE 6A: | THE CONSOLIDATED COMMUNITY BENEFIT TOTAL OF THE ACADEMIC HEALTH SYSTEM IS REPORTED AT WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/COMMUNITY-BENEFITS. THIS CONSOLIDATED TOTAL IS CALCULATED IN ACCORDANCE WITH REPORTING GUIDELINES ISSUED BY THE NORTH CAROLINA HEALTHCARE ASSOCIATION, WHICH DIFFER FROM FORM 990, SCHEDULE H INSTRUCTIONS. A SIGNIFICANT PORTION OF COMMUNITY BENEFIT ACTIVITIES CONDUCTED BY THE ACADEMIC HEALTH SYSTEM ARE NOT REPORTED ON FORM 990, SCHEDULE H BECAUSE MANY COMMUNITY BENEFIT ACTIVITIES ARE NOT CONDUCTED BY AN ENTITY THAT IS A 501(C)(3) HOSPITAL. |
| PART I, LINE 7: | THE ORGANIZATION USED THE WORKSHEETS PROVIDED IN THE INSTRUCTIONS TO FORM 990, SCHEDULE H TO COMPUTE ITS COST TO CHARGE RATIO.PART I, LINE 7B MEDICAID DIRECT OFF-SETTING REVENUEIN ADDITION TO FEE FOR SERVICE REVENUE, THE HOSPITAL RECEIVES ENHANCED CLAIMS PAYMENTS FUNDED BY A PROVIDER ASSESSMENT ADMINISTERED BY THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES. UNDER THE PROGRAM, A TAX IS ASSESSED AGAINST TOTAL HOSPITAL EXPENSES AND THE FEDERAL GOVERNMENT MATCHES THE ASSESSMENT AT A RATE OF NEARLY 2 TO 1. THE PROCEEDS ARE THEN USED TO FUND ENHANCED FEE FOR SERVICES RATES ALONG WITH A DISPROPORTIONATE SHARE PAYMENT BACK TO HOSPITALS. |
| PART I, LN 7 COL(F): | THE ORGANIZATION'S PATIENT BAD DEBT EXPENSE PER THE AUDITED FINANCIAL STATEMENTS WAS $190,448,821 FOR THE YEAR ENDED DECEMBER 31, 2023. THIS AMOUNT IS NOT INCLUDED IN THE CALCULATION OF CHARITY CARE FOR PART I, LN 7. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), OF WHICH THE HOSPITAL IS AN INTEGRAL PART, IS COMMITTED TO COMMUNITY OUTREACH, EDUCATION, AND RESEARCH TO IMPROVE THE LIVES OF ALL RESIDENTS IN THE COMMUNITIES IT SERVES THROUGH SEVERAL PROGRAMS AND INITIATIVES THAT PROMOTE DIVERSITY, EQUITY, AND INCLUSION (DEI). AHWFB BELIEVES THAT CREATING A DIVERSE, EQUITABLE, INCLUSIVE, AND CULTURALLY ATTUNED WORKPLACE IS CRUCIAL TO OUR MISSION TO IMPROVE HEALTH IN THE COMMUNITIES WE SERVE. THE OFFICE OF DEI OVERSEES OUR DEI AGENDA AIMED AT CREATING LASTING IMPACT AND ACHIEVING TRANSFORMATIVE EQUITY IN HEALTHCARE, LEADERSHIP, WORKFORCE, LEARNERS, AND COMMUNITY. AHWFB RECOGNIZES THAT DIVERSITY IS NOT LIMITED TO RACE AND ETHNICITY, BUT MUST ALSO CONSIDER SOCIOECONOMIC STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, ABILITIES, AND RELIGIOUS COMMITMENT. TO ELIMINATE THE PERVASIVE HEALTH DISPARITIES THAT EXIST IN OUR REGION AND COUNTRY, AHWFB IS DEVOTED TO RECRUITING, RETAINING, AND TRAINING A DIVERSE CADRE OF TEAMMATES AND ENSURING THAT EDUCATIONAL PROGRAMS ADDRESS HEALTH DISPARITIES WHILE ENABLING HEALTH CARE PROFESSIONALS TO PROVIDE CULTURALLY COMPETENT CARE. AHWFB'S CLINICAL FOCUS ON HEALTH EQUITY WAS RECOGNIZED BY THE U.S. HUMAN RIGHTS CAMPAIGN FOUNDATION, WHICH DESIGNATED THE MEDICAL CENTER A "TOP PERFORMER IN LGBTQ HEALTHCARE EQUALITY."THE ORGANIZATION PROVIDES RESOURCES AND FINANCIAL SUPPORT TO OTHER LOCAL ORGANIZATIONS WHOSE MISSIONS ARE TO IMPROVE PUBLIC HEALTH BY ADDRESSING THE ROOT CAUSES OF HEALTH ISSUES BY FOCUSING ON THE SOCIAL DETERMINANTS OF HEALTH SUCH AS POVERTY, LACK OF EDUCATION, RACISM, AND OTHER SOCIAL DISPARITIES. ADDITIONALLY, HOSPITAL EMPLOYEES PROVIDE COMMUNITY SUPPORT BY SERVING ON LOCAL BOARDS FOR COMMUNITY BASED ORGANIZATIONS OR PARTICIPATING IN COMMUNITY COALITIONS OR TASKFORCES. |
| PART III, LINE 2: | THE ORGANIZATION USED WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS TO COMPUTE A COST TO CHARGE RATIO, WHICH IS USED TO CALCULATE BAD DEBT AT COST. BAD DEBT HAS NOT BEEN INCLUDED IN THE COMPUTATION OF COMMUNITY BENEFIT ON PART I, LINE 7. |
| PART III, LINE 4: | FOOTNOTE 2 (PATIENT SERVICE REVENUE) ON PAGE 10 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE TREATMENT OF BAD DEBT. |
| PART III, LINE 8: | THE HOSPITAL USES AN OVERALL COST TO CHARGE RATIO CALCULATION BASED ON AUDITED FINANCIAL STATEMENTS BUT REMOVES COSTS ASSOCIATED WITH BAD DEBT, GME, COMMUNITY HEALTH IMPROVEMENT, COMMUNITY BUILDING, AND CHARITY CARE SO AS NOT TO COUNT THOSE COSTS TWICE. |
| PART III, LINE 9B: | THE HOSPITAL MAKES A REASONABLE EFFORT TO DETERMINE AN INDIVIDUAL'S ELIGIBILITY FOR FINANCIAL ASSISTANCE BEFORE ENGAGING IN ANY COLLECTION ACTIONS. ALL COLLECTION ACTIONS WILL BE SUSPENDED IF THE INDIVIDUAL SUBMITS A COMPLETED FAP APPLICATION DURING THE APPLICATION PERIOD, OR IF THE INDIVIDUAL SUBMITS AN INCOMPLETE APPLICATION DURING THE APPLICATION PERIOD THAT IS SUBSEQUENTLY COMPLETED WITHIN A REASONABLE TIME AFTER THE HOSPITAL REQUESTS FURTHER INFORMATION. IF THE INDIVIDUAL IS DETERMINED NOT TO BE ELIGIBLE FOR A FULL DISCOUNT UNDER THE FAP, ANY COLLECTION ACTIVITIES WILL BE RESUMED AS TO THE OUTSTANDING BALANCE OWED. IF THE INDIVIDUAL IS DETERMINED TO BE ELIGIBLE FOR ASSISTANCE UNDER THE FAP, APPROPRIATE MEASURES ARE TAKEN TO REFUND ANY AMOUNTS OWED TO THE INDIVIDUAL AND REVERSE OR MODIFY COLLECTION ACTIONS CONSISTENT WITH THE NEW BALANCE OWED AFTER APPLYING THE APPLICABLE FAP DISCOUNTS. |
| PART VI, LINE 2: | THE HOSPITAL FACILITY'S MOST RECENT CHNA WAS BASED ON A SET OF BEST PRACTICES FOR COMMUNITY HEALTH ASSESSMENTS WITH THE PURPOSE OF IDENTIFYING REGIONAL PRIORITY AREAS TO FOCUS ON FOR CY2022 TO CY2024. THE PROCESS WAS DESIGNED TO RELY ON EXISTING PUBLIC DATA, DIRECTLY ENGAGING COMMUNITY STAKEHOLDERS, AND COLLABORATE WITH LOCAL PUBLIC HEALTH, OTHER HEALTH CARE PROVIDERS; AS WELL AS, COMMUNITY PARTNERS SUCH AS FAITH NETWORKS RELEVANT TO THE SOCIAL FACTORS UNDERLYING PATTERNS OF ACCESS. THE ASSESSMENT WAS CONDUCTED IN THREE STAGES: 1) DATA REVIEW OF PRIMARY AND SECONDARY SOURCES, 2) SETTING PRIORITIES, AND 3) COMMUNITY ASSET INVENTORY. THE DATA REVIEW AND PRIORITY SETTING PHASES BEGAN WITH THE COMPILATION OF EXISTING HEALTH-RELATED DATA. STAKEHOLDERS REVIEWED MULTIPLE DATA SETS INCLUDING LOCAL PUBLIC HEALTH NEEDS ASSESSMENTS, NORTH CAROLINA INDICATORS FOR COMMUNITY HEALTH ASSESSMENT, INTERNAL DISEASE REGISTRIES, COUNTY HEALTH RANKINGS, AND OTHERS. COMMUNITY FEEDBACK IN THE FORM OF RESIDENT SURVEYS AND INTERVIEWS WITH COMMUNITY LEADERS THAT REPRESENT THE UNDERSERVED AND VULNERABLE POPULATIONS WERE ALSO CONSIDERED. ONCE COMMUNITY HEALTH NEEDS WERE IDENTIFIED, AN INTERNAL STEERING COMMITTEE AND SENIOR LEADERSHIP REVIEWED A SET OF CRITERIA TO DEVELOP THE PRIORITY RANKINGS. EACH IDENTIFIED HEALTH NEED WAS REVIEWED AND ASSIGNED A VALUE WITH THE GREATEST WEIGHT PLACED UPON HEALTH DISPARITIES ASSOCIATED WITH THE NEED, THE BURDEN OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENTIONS, AND THE IMPORTANCE THE COMMUNITY PLACES ON ADDRESSING THE HEALTH NEED. FINALLY, THE HOSPITAL FACILITY DEVELOPED AN IMPLEMENTATION STRATEGY TO IDENTIFY THE MEANS THROUGH WHICH IT PLANS TO ADDRESS THOSE PRIORITIZED NEEDS THAT ARE CONSISTENT WITH THE CHARITABLE MISSION AS PART OF ITS COMMUNITY BENEFIT PROGRAMS FOR THE NEXT THREE CALENDAR YEARS. BEYOND PROGRAMS ADDRESSED IN THE IMPLEMENTATION STRATEGY, THE HOSPITAL FACILITY WILL CONTINUE TO ADDRESS MANY OF THE PRIORITIES BY PROVIDING CARE TO ALL, REGARDLESS OF ABILITY TO PAY. |
| PART VI, LINE 3: | THE ORGANIZATION USES A VARIETY OF MEANS TO EDUCATE AND INFORM PATIENTS OF THEIR FINANCIAL ASSISTANCE OPTIONS. INFORMATION REGARDING FINANCIAL ASSISTANCE CAN BE FOUND ON THE HOSPITAL FACILITY'S WEBSITE, IN PAMPHLETS, CONSPICUOUSLY DISPLAYED SIGNAGE, PATIENT BILL STATEMENTS, AND FROM TEAMMATES DURING CONVERSATIONS CONCERNING A PATIENT'S LIABILITY FOR SERVICES. THE HOSPITAL FACILITY EMPLOYS A PRE-SERVICE FINANCIAL CLEARANCE PROCESS THAT SCREENS PATIENTS PRIOR TO SERVICE DELIVERY FOR EXISTING OR AVAILABLE PAYER SOURCES AS A MEANS OF AVOIDING BAD DEBT AND INAPPROPRIATE BILLING TO PATIENTS WITHOUT THE MEANS TO PAY. IF A PAYER SOURCE IS IDENTIFIED, TEAMMATES WILL ASSIST THE PATIENT WITH ENROLLMENT. |
| PART VI, LINE 4: | THE ORGANIZATION (DBA ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER) SERVES A 24 COUNTY SERVICE AREA IN NORTH CAROLINA AND VIRGINIA. THE PRIMARY AND SECONDARY SERVICE AREAS INCLUDE: -PRIMARY SERVICE AREA COUNTIES - FORSYTH, DAVIE, DAVIDSON, GUILFORD, STOKES, SURRY, YADKIN, ALL OF WHICH ARE IN NORTH CAROLINA-SECONDARY SERVICE AREA COUNTIES - ROCKINGHAM, RANDOLPH ROWAN, IREDELL, CATAWBA, ALEXANDER, WILKES, ALLEGHANY, ASHE, WATAUGA, CALDWELL, BURKE, ALL IN NORTH CAROLINA, AND GRAYSON, CARROLL, PATRICK, HENRY, AND PITTSYLVANIA COUNTIES IN VIRGINIA. THE HOSPITAL IS LOCATED IN CENTRAL FORSYTH COUNTY, NORTH CAROLINA, THE 4TH LARGEST COUNTY IN THE STATE. THE COUNTY COVERS 408.1 SQUARE MILES AND HAS A POPULATION OF 382,295. GIVEN THE ENORMOUSLY WIDE SERVICE AREA, IT IS RESOURCE PROHIBITIVE TO PARTICIPATE AND FUND HEALTH ASSESSMENTS IN EACH COMMUNITY/COUNTY FROM WHICH ITS PATIENT POPULATION ORIGINATES. THEREFORE, THE PRIMARY COMMUNITY BENEFIT SERVICE AREA ("CBSA") IS FORSYTH COUNTY, NORTH CAROLINA. BELOW IS A DEMOGRAPHIC SNAPSHOT OF THE POPULATION OF FORSYTH COUNTY:POPULATION BY RACE/ETHNICITY--NON-HISPANIC WHITE: 56.3%--NON-HISPANIC AFRICAN-AMERICAN: 27.5%--HISPANIC OR LATINO: 13.3%--ASIAN: 2.6%--ALL OTHER: 0.3%POPULATION BY AGE DISTRIBUTION--UNDER 18 YEARS OLD: 22.7%--65 YEARS OLD & OVER: 16.4%POPULATION BY SEX--MALE: 47.3%--FEMALE: 52.7%INCOME--MEDIAN FAMILY HOUSEHOLD: $59,879--PERSONS IN POVERTY: 15.2%UNINSURED POPULATION UNDER AGE 65: 14.2% |
| PART VI, LINE 5: | ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), OF WHICH THE HOSPITAL IS AN INTEGRAL PART, IS COMMITTED TO BEING RESPONSIVE TO THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES THROUGH A NUMBER OF PROGRAM ACTIVITIES AND COMMUNITY HEALTH IMPROVEMENT INITIATIVES. AHWFB HAS ADOPTED AND MAINTAINED A FINANCIAL ASSISTANCE POLICY, PROVIDES SUBSIDIZED HEALTH SERVICES TO PATIENTS IN NEED, AND ACCEPT ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OPERATES AND EMERGENCY ROOM THAT IS OPEN 24/7, AND ITS GOVERNING BOARD IS PREDOMINATELY COMPRISED OF LEADERS WITHIN THE COMMUNITY THE HOSPITAL SERVES. FUNDS ARE REINVESTED IN HEALTH IMPROVEMENT INITIATIVES TO BETTER SERVE THE COMMUNITY HEALTH NEEDS, INCLUDING IMPROVEMENT OF FACILITIES AND MEDICAL SERVICES WITH THE LATEST TECHNOLOGICAL ADVANCES. CASH AND IN-KIND DONATIONS ARE GIVEN TO LOCAL NON-PROFIT COMMUNITY ORGANIZATIONS AND USED TO FUND COMMUNITY BASED HEALTH IMPROVEMENT PROGRAMMING. SUCH PROGRAMMING INCLUDES BESTHEALTH COMMUNITY EDUCATION CLASSES, CHRONIC DISEASE SELF-MANAGEMENT PROGRAMS, PUBLIC HEALTH SCREENINGS, CAREGIVER ACADEMY, AND OTHER HEALTH EDUCATION EVENS HELD LOCALLY THROUGHOUT THE YEAR. |
| PART VI, LINE 6: | THE FILING ORGANIZATION IS A MAJOR COMPONENT OF ATRIUM HEALTH WAKE FOREST BAPTIST, A PREEMINENT ACADEMIC HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION. TOGETHER WITH AN INTEGRATED GROUP OF 501(C)(3) HOSPITALS, PHYSICIAN NETWORKS, OTHER HEALTHCARE PROVIDERS, AND WAKE FOREST UNIVERSITY HEALTH SCIENCES (WHICH OPERATES WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE), THE ORGANIZATION IS COMMITTED TO PROVIDING SIGNIFICANT BENEFITS TO THE COMMUNITIES IT SERVES ACROSS NORTHWESTERN NORTH CAROLINA. EACH HOSPITAL ORGANIZATION REPORTS ITS OWN COMMUNITY BENEFIT ON FORM 990, SCHEDULE H. COMMUNITY BENEFITS OF THE ACADEMIC HEALTH SYSTEM ARE PUBLISHED IN A CONSOLIDATED COMMUNITY BENEFIT REPORT, LOCATED AT WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/COMMUNITY-BENEFITS. THIS CONSOLIDATED TOTAL IS CALCULATED IN ACCORDANCE WITH REPORTING GUIDELINES ISSUED BY THE NORTH CAROLINA HEALTHCARE ASSOCIATION, WHICH DIFFER FROM FORM 990, SCHEDULE H INSTRUCTIONS. A SIGNIFICANT PORTION OF COMMUNITY BENEFIT ACTIVITIES CONDUCTED BY THE ACADEMIC HEALTH SYSTEM ARE NOT REPORTED ON FORM 990, SCHEDULE H BECAUSE MANY COMMUNITY BENEFIT ACTIVITIES ARE NOT CONDUCTED BY AN ENTITY THAT IS A 501(C)(3) HOSPITAL. |
| PART VI, LINE 7, REPORTS FILED WITH STATES | NC |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||||
| 101 CENTREPORT DRIVE | GREENSBORO | NC | 27409 | 135613797 | 501(C)(3) | $50,000 | $0 | SUPPORTING CARDIOVASCULAR RESEARCH AND PROGRAMS | |
| CANCER SERVICES INC | |||||||||
| 3175 MAPLEWOOD AVE | WINSTONSALEM | NC | 27103 | 560656375 | 501(C)(3) | $7,000 | $0 | SUPPORTING PROGRAMS TO EDUCATE/ENHANCE LIFE FOR CANCER PATIENTS | |
| CROSBY SCHOLARS COMMUNITY PARTNERSHIP | |||||||||
| 2701 UNIVERSITY PARKWAY | WINSTONSALEM | NC | 27105 | 311523230 | 501(C)(3) | $55,000 | $0 | SUPPORTING PROGRAM TO ASSIST FORSYTH COUNTY PUBLIC SCHOOL STUDENTS IN PREPARING FOR COLLEGE | |
| DON'T EVER GIVE UP INC | |||||||||
| 303 PEACHTREE ST NE | ATLANTA | GA | 30308 | 475304184 | 501(C)(3) | $25,000 | $0 | SUPPORTING PROGRAM TO END CANCER BY SUPPORTING CUTTING-EDGE RESEARCH | |
| FORSYTH BACKPACK PROGRAM | |||||||||
| BOX 402 380-H KNOLLWOOD ST | WINSTONSALEM | NC | 27103 | 461940233 | 501(C)(3) | $27,000 | $0 | SUPPORTING PROGRAM TO FEED CHRONICALLY HUNGRY CHILDREN IN WINSTON-SALEM FORSYTH COUNTY NC SCHOOLS | |
| GREATER WINSTON-SALEM CHAMBER OF COMMERCE FOUNDATION INC | |||||||||
| 525 VINE STREET SUITE 240 | WINSTONSALEM | NC | 27101 | 510167887 | 501(C)(3) | $20,000 | $0 | SUPPORTING MINORITY BUSINESS ENTERPRISE | |
| HOSPICE AND PALLIATIVE CARE CENTER | |||||||||
| 101 HOSPICE LANE | WINSTONSALEM | NC | 27103 | 581343313 | 501(C)(3) | $7,500 | $0 | SUPPORTING FACILITIES & PROGRAMS FOR SERIOUSLY ILL PATIENTS | |
| HOSPITAL HOSPITALITY HOUSE OF WINSTON-SALEM DBA SECU FAMILY HOUSE | |||||||||
| 1970 BALDWIN LANE | WINSTONSALEM | NC | 27103 | 203604576 | 501(C)(3) | $20,000 | $0 | SUPPORTING PROGRAM PROVIDING AFFORDABLE LODGING TO PATIENTS | |
| KALEIDEUM | |||||||||
| 400 W HANES MILL ROAD | WINSTONSALEM | NC | 27105 | 560815746 | 501(C)(3) | $200,000 | $0 | SUPPORTING CHILDREN'S MUSEUM AND SCIENCE CENTER | |
| LEADERSHIP WINSTON-SALEM | |||||||||
| 624 WEST SIXTH STREET SUITE 110 | WINSTONSALEM | NC | 27101 | 581574887 | 501(C)(3) | $11,000 | $0 | SUPPORTING PROGRAMS TO IMPROVE THE COMMUNITY | |
| MARCH OF DIMES | |||||||||
| 1550 CRYSTAL DRIVE 1300 | ARLINGTON | VA | 22202 | 131846366 | 501(C)(3) | $14,250 | $0 | SUPPORTING RESEARCH AND PROGRAMS TO END INFANT MORTALITY AND BIRTH DEFECTS | |
| NORTH CAROLINA BLACK REPERTORY COMPANY INC | |||||||||
| 419 N SPRUCE ST | WINSTONSALEM | NC | 27101 | 581518704 | 501(C)(3) | $5,880 | $0 | SUPPORT RACIAL EQUITY IN THE ARTS | |
| PIEDMONT REGIONAL TRAUMA SYSTEMS | |||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 562036036 | 501(C)(3) | $100,000 | $0 | SUPPORTING INTEGRATED TRAUMA SYSTEM | |
| RONALD MCDONALD HOUSE | |||||||||
| 419 S HAWTHORNE ROAD | WINSTONSALEM | NC | 27103 | 581454715 | 501(C)(3) | $10,000 | $0 | SUPPORTING PROGRAM FOR CHILDREN RECEIVING MEDICAL CARE | |
| SECOND HARVEST FOOD BANK OF NORTHWEST NORTH CAROLINA | |||||||||
| 3330 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27105 | 581457912 | 501(C)(3) | $20,000 | $0 | SUPPORTING SERVICES THAT INCREASE FOOD SECURITY AND CREATE PATHWAYS THAT BUILD A STRONGER COMMUNITY | |
| SENIOR SERVICES INC | |||||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27105 | 561085968 | 501(C)(3) | $200,000 | $0 | SUPPORTING SERVICES THAT ENABLE SENIOR ADULTS TO LIVE WITH DIGNITY AND PURPOSE | |
| TRIAD CULTURAL ARTS INC | |||||||||
| 1922 S MARTIN LUTHER KING JR DR STE | WINSTONSALEM | NC | 27107 | 261170872 | 501(C)(3) | $12,500 | $0 | SUPPORTING PROGRAMS THAT CONTRIBUTE TO A CULTURALLY COMPETENT COMMUNITY | D |
| WINSTON STARTS | |||||||||
| 500 W FIFTH STREET NO 400 | WINSTONSALEM | NC | 27101 | 821573081 | 501(C)(3) | $10,000 | $0 | SUPPORTING PROGRAMS TO HELP ENTREPRENEURIAL COMMUNITY IN WINSTON-SALEM | |
| WINSTON-SALEM ALLIANCE | |||||||||
| 100 NORTH MAIN STREET SUITE 2550 | WINSTONSALEM | NC | 27101 | 311726654 | 501(C)(3) | $40,000 | $0 | SUPPORTING PROGRAMS THAT IMPACT THE CREATION OF JOBS AND THE ECONOMIC VITALITY OF THE AREA | |
| CARENET INC | |||||||||
| 3175 MAPLEWOOD AVE | WINSTONSALEM | NC | 27103 | 560656375 | 501(C)(3) | $419,248 | $0 | SUPPORTING OPERATIONS OF MENTAL HEALTH PROVIDER | |
| FAITHHEALTHINNOVATIONS INC | |||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 237426944 | 501(C)(3) | $76,765 | $0 | SUPPORTING PROGRAMS WITH FAITH COMMUNITIES | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| MEDICAL SCHOLARSHIPS | 31 | $168,277 | ||
| PATIENT ASSISTANCE | 44 | $22,731 | ||
| PATIENT REHABILITATION | 575 | $3,534,907 | ||
| MEDICAL STUDENT ASSISTANCE | 63 | $77,532 | ||
| PATIENT TRANSPORTATION | 5957 | $203,949 | FMV | TRANSPORTATION FOR INDIGENT PATIENTS |
| MEDICAL SUPPLIES | 10 | $10,120 | FMV | MEDICAL SUPPLIES FOR INDIGENT PATIENTS |
| CAR SEATS | 10 | $1,998 | FMV | CAR SEATS FOR INDIGENT PATIENTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HOSPITAL FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE HOSPITAL MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS DISBURSED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 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 | ||||||||||||||
| CEO OF 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 8/31/23) | $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 | $888,845 | $0 | $750,375 | $0 | $41,943 | $0 | $250,841 | $0 | $30,380 | $0 | $1,962,384 | $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 |
| CATHLEEN WHEATLEY DNP | ||||||||||||||
| PRES WFBMC, SVP CNO | $0 | $736,540 | $0 | $239,695 | $0 | $166,418 | $0 | $22,913 | $0 | $10,798 | $0 | $1,176,364 | $0 | $151,939 |
| J MCLAIN WALLACE JR | ||||||||||||||
| SVP, GEN COUNSEL & SEC | $0 | $611,075 | $0 | $228,185 | $0 | $144,314 | $0 | $20,425 | $0 | $15,509 | $0 | $1,019,508 | $0 | $114,290 |
| 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 |
| ARTHUR MICK FISHER | ||||||||||||||
| SVP, CHRO | $0 | $569,112 | $0 | $246,207 | $0 | $72,625 | $0 | $24,894 | $0 | $16,155 | $0 | $928,993 | $0 | $0 |
| MICHAEL T WAID | ||||||||||||||
| SVP HLTH SYS OPS & INTEG | $0 | $492,096 | $0 | $187,259 | $0 | $118,579 | $0 | $22,775 | $0 | $35,105 | $0 | $855,814 | $0 | $91,177 |
| TODD BANKHEAD | ||||||||||||||
| SVP CLIN OPS, COO | $0 | $519,362 | $0 | $187,259 | $0 | $80,123 | $0 | $22,775 | $0 | $22,958 | $0 | $832,477 | $0 | $75,221 |
| LISA M MARSHALL | ||||||||||||||
| VP, CHIEF PHIL OFF | $0 | $447,625 | $0 | $128,803 | $0 | $58,613 | $0 | $23,650 | $0 | $12,364 | $0 | $671,055 | $0 | $51,857 |
| ALISA STARBUCK DNP | ||||||||||||||
| PRES BRENNER'S CH HOSP | $0 | $412,728 | $0 | $121,604 | $0 | $37,607 | $0 | $22,827 | $0 | $25,975 | $0 | $620,741 | $0 | $31,342 |
| STEPHAN L LILLIE | ||||||||||||||
| SVP & CFO AHWFB | $0 | $430,988 | $0 | $140,400 | $0 | $881 | $0 | $23,265 | $0 | $10,692 | $0 | $606,226 | $0 | $0 |
| WILLIAM D SHOWALTER | ||||||||||||||
| FORMER OFF (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 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE COMPENSATION, BENEFITS, AND EQUITY COMMITTEE (THE "COMMITTEE") OF THE ADVOCATE HEALTH, INC. BOARD OF DIRECTORS HAS AUTHORITY AS THE (MARKET REGION) 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 (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 CONSULT 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. |
| PART I, LINES 4A-B | CERTAIN OFFICERS, KEY EMPLOYEES, 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, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES RECEIVED PAYMENTS FOR SEVERANCE AND/OR PAYMENTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS DURING THE CURRENT TAX YEAR: SEVERANCE: NONE FOR CY23 NON-QUALIFIED DEFERRED COMPENSATION PAYMENTS: JULIE A. FREISCHLAG, MD $688,380 KEVIN P. HIGH, MD $46,500 J. MCLAIN WALLACE, JR. $692,613 WILLIAM SHOWALTER $99,249 MICHAEL T. WAID $91,858 CATHLEEN WHEATLEY, DNP $155,457 ALISA STARBUCK, DNP $314,090 |
| FORM 990, PART VII, LINE 5 - COMPENSATION FROM UNRELATED ORGANIZATIONS | THE FOLLOWING OFFICERS WERE COMPENSATED BY WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS"), AN AFFILIATED BUT UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION. SEE PART VII AND SCHEDULE J, PART II FOR THEIR COMPENSATION. JULIE A. FREISCHLAG, MD KEVIN P. HIGH, MD 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 (4 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 | NONEAVAIL | 2012-12-31 | $80,000,000 | VARIOUS CAPITAL PROJECTS | 0 | 0 | 0 |
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| B | 521309402 | 65821DMM0 | 2012-11-15 | $122,822,821 | VARIOUS CAPITAL PROJECTS | 0 | 0 | 0 |
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| C | 521309402 | 65821DWH0 | 2019-03-07 | $73,819,143 | VARIOUS CAPITAL PROJECTS | 0 | 0 | 0 |
| PUBLIC FINANCE AUTHORITY | ||||||||
| D | 273866124 | 74442PPM1 | 2020-05-14 | $230,450,000 | CURRENT REFUNDING | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $80,000,000 | $1,000 | $79,999,000 | 2014 | 0 | 0 | Yes (1) | Yes (1) | ||
| B | $122,822,821 | $2,485 | $122,820,336 | 2013 | 0 | 0 | Yes (1) | Yes (1) | ||
| C | $73,989,751 | $630,814 | $73,358,937 | 2019 | 0 | 0 | Yes (1) | Yes (1) | ||
| D | $230,450,000 | 2020 | Yes (1) | 0 | Yes (1) | Yes (1) | $48,445,000 | $230,450,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | 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) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, ROW C, 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 $73,819,143 IS THE PORTION OF THE ISSUE NORTH CAROLINA BAPTIST HOSPITAL IS RESPONSIBLE FOR. THE OTHER PORTIONS OF THE ISSUE ARE REPORTED ON SCHEDULE K OF FORM 990 FOR WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ($92,690,857) AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ($46,053,368). |
| PART I, ROW D, COLUMN F: | PURPOSE OF THE ISSUE WAS TO REFUND THE 2010 ISSUE DATED: 3/1/2020. |
| PART II, LINE 11, COLUMN D: | THE OTHER SPENT PROCEEDS ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE. |
| PART II, LINE 3, COLUMN C: | THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE BY THE INVESTMENT EARNINGS EARNED AS OF 6/30/2020. |
| PART III, COLUMN D: | ALL ISSUES REFUNDED BY THE 2020 ISSUE ARE EITHER PRIOR TO 12/31/2002 OR THROUGH A SERIES OF REFUNDINGS THAT REFUND AN ISSUE PRIOR TO 12/31/2002. ACCORDINGLY, THIS ISSUE IS EXEMPT FROM PART III REPORTING. |
| PART IV, LINE 2C, COLUMN A: | A REBATE CALCULATION WAS PERFORMED, WITH NO REBATE BEING DUE ON 12/12/2014. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS | NORTH CAROLINA BAPTIST HOSPITAL (NCBH), THE FILING ORGANIZATION, IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), A PREEMINENT ACADEMIC 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 MEDICAL CENTER ACTIVITIES IN NORTHWEST NORTH CAROLINA, INCLUDING PATIENT CARE, MEDICAL RESEARCH, TECHNOLOGY TRANSFER, AND MEDICAL EDUCATION. WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC) IS A NORTH CAROLINA NONPROFIT CORPORATION WHOSE THREE MEMBERS ARE WAKE FOREST UNIVERSITY, NCBH, AND ATRIUM HEALTH INC. (AHI) (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 (NCBH) 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, WFUBMC, 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 (OR UNRELATED BUT AFFILIATED) TO 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 DELIVERED OVER $6.05 BILLION OF TOTAL COMMUNITY BENEFIT IN 2023. CONSTRUCTION BEGAN IN SEPTEMBER 2022 ON THE NEW $450 MILLION CARE TOWER ON THE ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER CAMPUS. BEFORE CONSTRUCTION BEGAN, CREWS SPENT SIX MONTHS REMOVING A PARKING DECK AND COMPLETING A NEW HELIPAD. THE CARE TOWER WILL INCLUDE AN UPGRADED EMERGENCY DEPARTMENT, STATE-OF-THE-ART OPERATING ROOMS, AND ENHANCED ADULT INTENSIVE CARE UNITS. THE PROJECT IS THE FIRST IN A SERIES OF SIGNIFICANT INVESTMENTS IN THE TRIAD REGION FOLLOWING ATRIUM HEALTH WAKE FOREST BAPTIST'S INTEGRATION WITH ATRIUM HEALTH. |
| FORM 990, PART III, LINE 4A | IN MAY 2023, A YEARLONG CENTENNIAL CELEBRATION BEGAN AT NORTH CAROLINA BAPTIST HOSPITAL, NOW KNOWN AS 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. 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 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 -- 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. |
| FORM 990, PART III, LINE 4A | 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. 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 IV, LINE 20B | THE HOSPITAL HAS ATTACHED A COPY OF ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ITS CALENDAR YEAR ENDED DECEMBER 31, 2023 TO THE FORM 990. THE CONSOLIDATED FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE ACCRUAL BASIS IN CONFORMITY WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDE THE ASSETS AND OPERATIONS OF ALL ATRIUM HEALTH, INC. CONTROLLED ENTITIES, AND ATRIUM HEALTH WAKE FOREST BAPTIST ENTITIES (UNDER COMMON MANAGEMENT), INCLUDING: -NORTH CAROLINA BAPTIST HOSPITAL (THE FILING ORGANIZATION) AND AFFILIATES, -WAKE FOREST UNIVERSITY HEALTH SCIENCES AND AFFILIATES, -WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AND AFFILIATES, -CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (DBA ATRIUM HEALTH CHARLOTTE) AND AFFILIATES, -FLOYD HEALTHCARE MANAGEMENT, INC. (DBA ATRIUM HEALTH FLOYD) AND AFFILIATES, AND -NAVICENT HEALTH INC. (DBA ATRIUM HEALTH NAVICENT) AND AFFILIATES. ALL SIGNIFICANT INTERCOMPANY TRANSACTIONS HAVE BEEN ELIMINATED IN CONSOLIDATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | BRADLEY CLARK AND TERRY WILLIAMS, BOTH OFFICERS OF THE FILING ORGANIZATION, HAD A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF THE FILING ORGANIZATION (NCBH), WAKE FOREST UNIVERSITY ("THE UNIVERSITY", UNRELATED TO NCBH), WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS", UNRELATED TO NCBH), 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 WFUBMC 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 SIX, ATRIUM DESIGNATES THREE, AND THE WFUBMC BOARD ELECTS TWO; AND WFUBMC (INCLUDING WFUHS AND THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE) WAS ESTABLISHED AS THE ACADEMIC CORE OF THE ATRIUM ENTERPRISE RESPONSIBLE FOR ENTERPRISE ACADEMIC AND RESEARCH ACTIVITIES. UNDER THIS ARRANGEMENT, EACH 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 AND 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 WFU, 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 OF DIRECTORS AND THE CMHA BOARD OF COMMISSIONERS. THE RESERVED POWERS OF EACH ATRIUM ENTERPRISE PARTICIPANT INCLUDE THE POWER TO APPROVE A CHANGE IN ITS GOVERNING DOCUMENTS AND FUNDAMENTAL BUSINESS OR MISSION, TO DEVELOP ITS STRATEGIC PLANS (WHICH WILL BE GENERALLY CONSISTENT WITH THOSE OF THE ENTIRE ENTERPRISE) AND ITS CAPITAL AND OPERATING BUDGETS WHICH STRATEGIC PLANS AND BUDGETS MUST BE APPROVED BY ATRIUM. EFFECTIVE MAY 9, 2022, 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 ITS AFFILIATES, AND AAH AND ITS AFFILIATES WOULD BECOME FULLY FUNCTIONING PARTS OF A NEW INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "ADVOCATE ENTERPRISE") 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, WFUBMC UNDER THE OCTOBER 9, 2020 INTEGRATION AGREEMENTS (BUT NOT INCLUDING THE GOVERNING DOCUMENTS OF ATRIUM, CMHA, AND WFBMC) RELATED TO THE ATRIUM ENTERPRISE WERE PRESERVED IN THE ADVOCATE ENTERPRISE, EXCEPT THOSE RIGHTS AND BENEFITS THAT WERE ELEVATED TO ADVOCATE HEALTH AND WERE MODIFIED IN THE ADVOCATE ENTERPRISE 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 ADVOCATE ENTERPRISE AS A WHOLE. |
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE JANUARY 1, 2023, THE FILING ORGANIZATION AMENDED ITS BYLAWS PRINCIPALLY REGARDING THE QUALIFICATION, ELECTION, AND TERMINATION OF ITS BOARD MEMBERS. THE BAPTIST STATE CONVENTION OF NORTH CAROLINA (THE "CONVENTION") WILL NO LONGER ELECT MEMBERS OF THE FILING ORGANIZATION'S BOARD OF TRUSTEES, NOR WILL TRUSTEES BE REQUIRED TO BE A RESIDENT OF NORTH CAROLINA AND A MEMBER OF CHURCHES COOPERATING WITH THE CONVENTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FILING ORGANIZATION'S BOARD OF TRUSTEES 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 TRUSTEES PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS (AND AS THEY ARISE), ALL TRUSTEES AND OFFICERS OF THE FILING ORGANIZATION ARE ASKED TO REVIEW THE APPLICABLE CONFLICTS OF INTEREST POLICY AND TO DESCRIBE ANY POTENTIAL CONFLICTS OF INTEREST THEY MAY HAVE. UPON COMPLETION OF THE CONFLICTS OF INTEREST SURVEY, THE LEGAL DEPARTMENT REVIEWS THE COMPLETED QUESTIONNAIRES ON BEHALF OF THE FILING ORGANIZATION. ANY CONFLICTS IDENTIFIED ARE COMMUNICATED TO THE FILING ORGANIZATION'S CHAIRMAN OF THE BOARD AND ARE PRESENTED TO THE MEDICAL CENTER GOVERNANCE AND COMPENSATION COMMITTEE. ALL CONFLICTS OF INTEREST ARE RESOLVED BY MANAGEMENT PLANS DEVELOPED BY THE MEDICAL CENTER GOVERNANCE AND COMPENSATION COMMITTEE AND THE INTERNAL AUDIT AND COMPLIANCE OFFICES. THE MEDICAL CENTER GOVERNANCE AND COMPENSATION COMMITTEE'S CHAIR PRESENTS AN ANNUAL REPORT ON CONFLICTS TO THE FULL BOARD OF THE FILING ORGANIZATION. |
| 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 (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. WFUBMC IS RELATED TO THE FILING ORGANIZATION. WFU, WFUHS, AND AHI ARE UNRELATED TO THE FILING ORGANIZATION. THUS, CERTAIN DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION DEVOTE HOURS TO RELATED ORGANIZATIONS (WFUBMC) AND/OR TO UNRELATED ORGANIZATIONS (WFU, WFUHS, AND AHI). |
| FORM 990, PART XI, LINE 9: | ACTUARY GAINS /(LOSSES) 7,233,874. AFFILIATE GAINS/( LOSSES) 18,364,735. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|
| CLEMMONS MEDICAL PARK LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 800870210 | REAL ESTATE HOLDING COMPANY | NC | $931,491 | $31,174,274 | NORTH CAROLINA BAPTIST HOSPITAL |
| WAKE WELLQ LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 824319168 | HEALTHCARE | NC | $0 | $0 | CARENET INC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA BAPTIST HOSPITAL FOUNDATION | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 561685120 | SUPPORTING ORGANIZATION | NC | 501(C)(3) | LINE 12A, I | NORTH CAROLINA BAPTIST HOSPITAL | Yes (1) | |
| CARENET INC | |||||||||||
| 2000 WEST FIRST STREET SUITE 410 | WINSTON SALEM | NC | 27104 | 561977341 | HEALTHCARE | NC | 501(C)(3) | LINE 12B, II | NORTH CAROLINA BAPTIST HOSPITAL | Yes (1) | |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 510190238 | HEALTHCARE | NC | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| MEDICAL FOUNDATION OF WFUHS & NCBH | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 566036688 | SUPPORTING ORGANIZATION | NC | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| 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
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE HEALTH ENABLEMENT STRATEGIC SOLUTIONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 KIMEL PARK DRIVE STE B | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461314057 | EIN |
| Primary Activities | MGMT & TRANSFORM. SVC. - MEDICAL ORGS | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA BAPTIST HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $1,330,315 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $53,773,350 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.71760 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CARENET INC | ||
| Q | $699,388 | COST |
| CARENET INC | ||
| S | $279,223 | COST |
| NORTH CAROLINA BAPTIST HOSPITAL FOUNDATION | ||
| C | $1,071,031 | COST |
| NORTH CAROLINA BAPTIST HOSPITAL FOUNDATION | ||
| S | $1,425,214 | COST |
| CARENET INC | ||
| A | $350,168 | COST |
| NORTH CAROLINA BAPTIST HOSPITAL FOUNDATION | ||
| P | $236,882 | COST |