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WAKEMED: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WAKEMED (EIN 56-6017737)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-08-16
IRS object ID
202342279349304199
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-16T00:00:30+00:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line155 IVAN ALLEN JR BOULEVARDAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30308ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN566017737EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WakeMedBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWAKEBusinessNameControlTxt
Phone9193500522PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 NEW BERN AVEAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276101215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE T SESSOMSPersonNm
Person TitleSENIOR VP AND INTERIM CFOPersonTitleTxt
Signature2023-08-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstStephaniePersonFirstNm
Person LastSessomsPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAerrial M OrrPreparerPersonNm
PTINP01598400PTIN
Phone4048748300PhoneNum
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE OBusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1DONALD GINTZIGBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 NEW BERN AVEAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276101215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,319,573,931GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WAKEMED.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1965FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTHE MISSION OF WAKEMED IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH OUTSTANDING AND COMPASSIONATE CARE TO ALL.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee12423TotalEmployeeCnt
Total Volunteers1404TotalVolunteersCnt
Total Gross UBI$15,563,812TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$19,627,718PYContributionsGrantsAmt
CY Contributions Grants$5,539,245CYContributionsGrantsAmt
PY Program Service Revenue$1,687,143,974PYProgramServiceRevenueAmt
CY Program Service Revenue$1,768,644,739CYProgramServiceRevenueAmt
PY Investment Income$11,252,165PYInvestmentIncomeAmt
CY Investment Income$130,844,534CYInvestmentIncomeAmt
PY Other Revenue-$484,142PYOtherRevenueAmt
CY Other Revenue$912,800CYOtherRevenueAmt
PY Total Revenue$1,717,539,715PYTotalRevenueAmt
CY Total Revenue$1,905,941,318CYTotalRevenueAmt
PY Grants And Similar Paid$1,621,599PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,750,832CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$947,309,036PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$969,967,411CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$724,088,325PYOtherExpensesAmt
CY Other Expenses$935,057,121CYOtherExpensesAmt
PY Total Expenses$1,673,018,960PYTotalExpensesAmt
CY Total Expenses$1,907,775,364CYTotalExpensesAmt
PY Revenues Less Expenses$44,520,755PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,834,046CYRevenuesLessExpensesAmt
Total Assets BOY$1,954,958,944TotalAssetsBOYAmt
Total Assets EOY$1,739,298,787TotalAssetsEOYAmt
Total Liabilities BOY$979,021,065TotalLiabilitiesBOYAmt
Total Liabilities EOY$993,298,377TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$975,937,879NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$746,000,410NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF WAKEMED IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH OUTSTANDING AND COMPASSIONATE CARE TO ALL.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$420,061,396ExpenseAmt
Revenue$464,726,506RevenueAmt
DescSURGICAL SERVICES - WAKEMED PROVIDES SURGICAL SERVICES IN FIVE LOCATIONS THROUGHOUT THE COUNTY: WAKEMED RALEIGH CAMPUS, WAKEMED CARY HOSPITAL, WAKEMED NORTH, HOLLY SPRINGS SURGICAL VENTURES AND CAPITAL CITY SURGERY CENTER OF WHICH WAKEMED IS A MAJORITY INVESTOR. BY DELIVERING SURGICAL SERVICES TO ALL WHO SEEK CARE REGARDLESS OF THEIR ABILITY TO PAY AND BY HAVING INPATIENT SERVICES IN THREE DISTINCT LOCATIONS THROUGHOUT THE COUNTY, WAKEMED HAS IMPROVED ACCESS TO THESE NEEDED SERVICES. WAKEMED'S WIDE RANGE OF SURGICAL SPECIALTIES INCLUDE BARIATRIC, CARDIOVASCULAR AND THORACIC, ENT, HEAD AND NECK, ADULT AND PEDIATRIC GASTROINTESTINAL, GENERAL, NEUROSURGERY, OBSTETRICS AND GYNECOLOGY, ORTHOPEDICS, PEDIATRIC, UROLOGY, AND VASCULAR. AS WAKE COUNTY'S ONLY STATE DESIGNATED LEVEL 1 TRAUMA CENTER, WAKEMED PROVIDES COMPREHENSIVE TRAUMA SURGERY FOR GENERAL, ORTHOPEDIC, NEUROSURGERY, AND VASCULAR TRAUMA PATIENTS. BECAUSE ACCESS TO SPECIALTY CARE CONTINUES TO BE A KEY HEALTH CONCERN FACING OUR COMMUNITY, WAKEMED HAS EXPANDED ITS NETWORK OF SPECIALISTS THROUGH WAKEMED PHYSICIANS WHO PROVIDE SUBSPECIALTY CARE TO THE UNINSURED AND UNDERINSURED IN OUR COMMUNITY. OUR STAFF WORKS WITH THE PATIENT TO DISCOUNT THEIR FEES BASED ON INDIVIDUAL INCOME AND NEED. MANY PHYSICIANS ON THE MEDICAL STAFF CONTINUE THIS PRACTICE OF PROVIDING QUALITY CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. IN FISCAL YEAR 2022, OUR SURGICAL PATIENTS INCLUDED 31.8% WHO WERE INSURED UNDER MEDICARE, 11.6% WHO WERE INSURED UNDER MEDICAID, AND 4.7% WHO WERE UNINSURED (OR "SELF-PAY OR CHARITY CARE").Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$214,379,057ExpenseAmt
Revenue$221,484,405RevenueAmt
DescHEART CENTER - WAKEMED'S HEART AND VASCULAR PROGRAM IS ONE OF THE LARGEST AND MOST COMPREHENSIVE CARDIOVASCULAR PROGRAMS IN THE STATE OF NORTH CAROLINA. THIS YEAR, 18,163 CARDIOVASCULAR PROCEDURES WERE PERFORMED INCLUDING SURGERY, DIAGNOSTIC AND INTERVENTIONAL CARDIAC CATHETERIZATIONS AND ELECTROPHYSIOLOGY STUDIES. THOUSANDS MORE PATIENTS WERE TREATED MEDICALLY AS IN AND OUTPATIENTS THROUGHOUT THE SYSTEM. IN FISCAL YEAR 2022, OUR CARDIAC PATIENTS INCLUDED 38.3% WHO WERE INSURED UNDER MEDICARE, 11.9% WHO WERE INSURED UNDER MEDICAID, AND 10.2% WHO WERE UNINSURED (OR "SELF-PAY OR CHARITY CARE"). WAKEMED HEALTH & HOSPITALS HAS CONSISTENTLY BEEN NATIONALLY RECOGNIZED FOR EXCELLENCE IN BOTH STROKE AND HEART CARE. WAKEMED RALEIGH CAMPUS AND WAKEMED CARY HOSPITAL RECEIVED RECOGNITION FROM THE AMERICAN HEART ASSOCIATION AND THE AMERICAN STROKE ASSOCIATION THROUGH THEIR "GET WITH THE GUIDELINES (GWTG)" AWARDS, EACH EARNING GOLD PLUS ACHIEVEMENT AWARDS FOR BOTH STROKE CARE AND FOR HEART FAILURE CARE. THESE RECOGNITIONS SIGNIFY THAT WAKEMED HAS REACHED AN AGGRESSIVE GOAL OF TREATING BOTH STROKE AND HEART FAILURE PATIENTS ACCORDING TO THE GUIDELINES OF CARE RECOMMENDED BY THE AMERICAN STROKE ASSOCIATION, AMERICAN HEART ASSOCIATION, AND AMERICAN COLLEGE OF CARDIOLOGY. BOTH WAKEMED CARY HOSPITAL AND WAKEMED RALEIGH CAMPUS RECEIVED CHEST PAIN CENTER ACCREDITATION BY THE SOCIETY OF CARDIOVASCULAR PATIENT CARE, AND BOTH RECEIVED THE JOINT COMMISSION ADVANCED CERTIFICATION FOR PRIMARY STROKE CENTER. IN ADDITION, WAKEMED RALEIGH CAMPUS RECEIVED A THREE STAR RATING FROM THE SOCIETY OF THORACIC SURGEONS, IS RATED A TOP 50 CARDIOVASCULAR HOSPITAL BY IBM WATSON HEALTH, AND RECEIVED THE 2021 CIGNA CENTER OF EXCELLENCE DESIGNATION FOR HEART SURGERY & CARDIAC CATHETERIZATION AND ANGIOPLASTY. WAKEMED IS THE FIRST US HEALTH CARE SYSTEM TO IMPLEMENT ENHANCED RECOVERY AFTER CARDIAC SURGERY, WHICH CAUSE IT TO BE THE FIRST HOSPITAL TO BE NAMED A CENTER OF EXCELLENCE BY THE ERAS SOCIETY. A KEY SUPPORT SERVICE FOR OUR COMMUNITY, WAKEMED MOBILE CRITICAL CARE SERVICES IS A COMPREHENSIVE MEDICAL TRANSPORT PROGRAM THAT IMPROVES ACCESS TO ACUTE CARE AND FACILITATES TRANSPORT INTO, OUT OF, AND ACROSS THE HEALTH CARE SYSTEM. WAKEMED MOBILE CRITICAL CARE SERVICES TRANSPORTS PATIENTS THROUGHOUT THE REGION AND STATE. IN 2022, THE TEAM TRANSPORTED 20,758 PATIENTS. WAKEMED'S HEART CENTER HAS MADE SIGNIFICANT STRIDES IN PROGRAMS AND SERVICES AIMING TO REDUCE HEART DISEASE AND DIABETES, IMPROVE STROKE OUTCOMES AND IMPROVE PATIENTS' UNDERSTANDING OF DISEASE MANAGEMENT. WE KNOW THAT TEACHING PATIENTS ABOUT THEIR RISK FACTORS FOR HEART DISEASE AND ENCOURAGING HEALTHY BEHAVIORS THROUGH LIFESTYLE CHANGES BUILDS A FOUNDATION FOR A HEALTHIER POPULATION. THUS, THE WAKEMED HEART CENTER PROVIDES A COMPREHENSIVE CONTINUUM OF CARE FOR THE CARDIAC PATIENT FROM OUTREACH EDUCATION AND PREVENTION TO DIAGNOSIS, INTERVENTION, SURGERY, CARDIAC REHABILITATION AND ONGOING DISEASE MANAGEMENT FOR HEART FAILURE DIABETES. FREE EDUCATION PROGRAMS ARE OFFERED REGULARLY FOR OUR PATIENTS, THEIR FAMILY MEMBERS AND THE COMMUNITY TO COMPLEMENT OUR COMPREHENSIVE CARE SERVICES. BECAUSE THE FASTEST INTERVENTION PROVIDES THE BEST OUTCOMES, ALL OF WAKEMED'S EMERGENCY DEPARTMENTS ARE CERTIFIED CHEST PAIN CENTERS. WAKEMED RALEIGH CAMPUS AND CARY HOSPITAL ARE DESIGNATED PRIMARY STROKE CENTERS. ADDITIONALLY, WAKEMED'S HEART CENTER PROVIDES FREE HEALTH SCREENINGS THROUGHOUT THE COMMUNITY INCLUDING CHOLESTEROL SCREENINGS, BLOOD PRESSURE CHECKS, VASCULAR SCREENINGS, AND STROKE ASSESSMENTS. THESE SCREENINGS ARE DESIGNED TO BE A SECONDARY PREVENTION ACTIVITY TO DETECT EARLY ONSET OF DISEASE OR ILLNESS. WAKEMED HEART & VASCULAR PROVIDES NUMEROUS OPPORTUNITIES FOR HEART HEALTH EDUCATION AND CPR TRAINING IN THE COMMUNITY. ONE OF OUR KEY OUTREACH PROGRAMS IS CPR ANYTIME. THIS PROGRAM IS PROVIDED AT MULTIPLE LOCATIONS IN WAKE COUNTY THROUGHOUT THE YEAR AND THE CPR ANYTIME KITS ARE PROVIDED AT NO COST TO PARTICIPANTS. WAKEMED DOES MAKE THE OPPORTUNITY FOR DONATIONS AVAILABLE TO HELP UNDERWRITE SOME OF THE COST AND ALLOW THE PROGRAM TO CONTINUE TO GROW. DONATIONS COVER LESS THAN 5% OF THE OVERALL COST.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$208,713,794ExpenseAmt
Revenue$246,703,549RevenueAmt
DescEMERGENCY SERVICES- A CRITICAL ISSUE FACING WAKE COUNTY RESIDENTS CONTINUES TO BE ACCESS TO AFFORDABLE HEALTH CARE. TO ADDRESS THIS CHALLENGE, WAKEMED HAS STRATEGICALLY PLACED SIX FULL-SERVICE, EMERGENCY DEPARTMENTS IN KEY GEOGRAPHIC AREAS THROUGHOUT THE COUNTY IN RALEIGH, CARY, NORTH RALEIGH, APEX, BRIER CREEK, AND GARNER. LOCATED IN RALEIGH, WAKEMED ALSO OPERATES THE ONLY CHILDREN'S EMERGENCY DEPARTMENT IN THE COUNTY. BECAUSE PHYSICIAN AVAILABILITY IS KEY TO OPENING ACCESS TO CARE, WAKEMED'S PHYSICIAN PRACTICES, HEALTHPLEXES, AND OUTPATIENT SERVICES ARE CONVENIENTLY POSITIONED THROUGH THE AREA. WAKEMED IS AMONG THE TOP THREE VOLUME PROVIDERS OF EMERGENCY CARE IN NORTH CAROLINA. WAKEMED'S RALEIGH CAMPUS IS ALSO HOME TO WAKE COUNTY'S ONLY LEVEL 1 TRAUMA CENTER, THE HIGHEST DESIGNATION AWARDED TO TRAUMA CENTERS IN NORTH CAROLINA. WAKEMED CARY HOSPITAL EMERGENCY DEPARTMENT IS A LEVEL III TRAUMA CENTER. OUR TRAUMA SERVICES INCLUDE A COMPREHENSIVE RESEARCH PROGRAM, INJURY PREVENTION PROGRAMS, FELLOWSHIP TRAINED TRAUMA SURGEONS ON-SITE 24/7, A MULTI-DISCIPLINARY TEAM OF PROFESSIONALS, THE CLINICAL SUPPORT OF SIX ADULT INTENSIVE CARE UNITS AND A PEDIATRIC INTENSIVE CARE UNIT, AS WELL AS A COMPREHENSIVE ACUTE, INPATIENT AND OUTPATIENT PHYSICAL REHABILITATION PROGRAM. WAKEMED'S EMERGENCY AND TRAUMA SERVICES TREAT ALL PATIENTS WHO PRESENT SEEKING MEDICAL CARE, REGARDLESS OF THEIR ABILITY TO PAY. IN FY 2022, 15% OF OUR TOTAL EMERGENCY PATIENTS WERE INSURED UNDER MEDICARE; 31.1% WERE INSURED UNDER MEDICAID; AND 15.5% WERE UNINSURED SELF-PAY/CHARITY CARE. OVER 46% OF ALL PATIENTS SEEN IN OUR EMERGENCY DEPARTMENTS ARE EITHER MEDICAID OR UNINSURED PATIENT, RESULTING IN WAKEMED PROVIDING CARE OF AN ESTIMATED 72% OF WAKE COUNTY'S UNINSURED AND MEDICAID PATIENTS. ALL STAND-ALONE LOCATIONS SERVE AREAS WHICH ARE OTHERWISE UNDERSERVED.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$880,188,700ExpenseAmt
Grant$2,750,832GrantAmt
Revenue$835,469,947RevenueAmt
DescOTHER PROGRAM SERVICES INCLUDE HOSPITAL IN AND OUTPATIENT ANCILLARY CARE SERVICES IN OTHER SPECIALTY AREAS NOT LISTED ABOVE.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$880,188,700TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$2,750,832TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$835,469,947TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,723,342,947TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document556IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12423EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHANIE T SESSOMS SENIOR VP AND INTERIM CFO WAKEMEDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9193500522PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 NEW BERN AVENUEAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276101215ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
A Blanton Godfrey PHD (Until 52522)
Board Member2.50.0Yes (X)$0$0$0
Blount Williams
Board Member2.30.0Yes (X)$0$0$0
Christina Alvarado Shanahan (Until 71022)
Vice Chair, Board of Directors1.50.0Yes (X)$0$0$0
Dan Blue III
Board Member2.80.0Yes (X)$0$0$0
Henry L Darnell
Board Member2.30.0Yes (X)$0$0$0
James Anthony Penry
Board Member2.00.0Yes (X)$0$0$0
Larry Barbour
Board Member2.00.0Yes (X)$0$0$0
Laura Helton MD (From 6722)
Board Member1.30.0Yes (X)$0$0$0
Margaret Bratton
Board Member2.00.0Yes (X)$0$0$0
Mary Nash Rusher
Board Member2.00.0Yes (X)$0$0$0
Michael Painter (From 9622)
Board Member0.00.5Yes (X)$0$0$0
Robert C Rice JR
Board Member2.00.0Yes (X)$0$0$0
Satish Garimella (From 71122)
Board Member2.00.0Yes (X)$0$0$0
Sonia Barnes
Board Member2.30.0Yes (X)$0$0$0
Thad L Mcdonald MD
Board Member2.80.0Yes (X)$0$0$0
Vern Davenport (Until 123121)
Board Member2.30.0Yes (X)$0$0$0
Willy E Stewart
Chair, Board of Directors3.00.0Yes (X)$0$0$0
Donald Gintzig
President & CEO80.00.0$1,998,303$0$39,822Yes (X)
Rick Carrico
EVP & Chief Financial Officer70.00.0$813,329$0$47,084Yes (X)
Roylyn Johnson
Officer - Secretary50.00.0$126,908$0$18,097Yes (X)
Theodore Lotchin
VP & Chief Compliance & Privacy Officer60.00.0$386,650$0$42,161Yes (X)
Thomas Gough
EVP & Chief Operating Officer60.00.0$739,860$0$19,281Yes (X)
Carolyn Knaup
SVS - Strategic Ventures & Ambulatory Operations65.00.0$450,572$0$37,268Yes (X)
Charles Harr
Chief Medical Officer, Raleigh60.00.0$499,894$0$20,436Yes (X)
Christine Craig
VP, Governmental Affairs55.00.0$341,387$0$33,624Yes (X)
Christopher DeRienzo
SVP & Chief Quality Officer & CMO60.00.0$693,818$0$41,441Yes (X)
Cynthia Alness-Boily
SVP - Operations & CNO60.00.0$496,137$0$39,148Yes (X)
Debra Laughery
VP, Marketing & Communications65.00.0$347,509$0$18,135Yes (X)
Gayla Harvey
VP, Payor Strategy & Managed Care Contracting50.00.0$362,053$0$23,359Yes (X)
Harold Lawson (until 8312022)
VP, Revenue Cycle60.00.0$379,159$0$43,490Yes (X)
John Perry
VP, Medical Information55.00.0$442,479$0$44,494Yes (X)
Karen Bash
Chief Medical Officer, North55.00.0$389,355$0$33,773Yes (X)
Peter Marks
VP & Chief Information Officer60.00.0$462,609$0$21,921Yes (X)
Rebecca Andrews
SVP & Administrator Raleigh68.00.0$591,031$0$28,598Yes (X)
Rick Shrum
VP & Chief Strategy Officer55.00.0$419,176$0$38,942Yes (X)
Seth Brody
SVP, Physician Services60.00.0$667,725$0$17,400Yes (X)
Shondra Brink
VP, Wake Physician Practices60.00.0$331,940$0$25,998Yes (X)
Stephanie Sessoms
VP, Finance65.00.0$317,837$0$34,840Yes (X)
Susan James
VP & Chief Legal Officer65.00.0$484,173$0$41,441Yes (X)
Thomas Cavender
VP, Facilities & Construction50.00.0$397,701$0$28,423Yes (X)
Thomas Hughes
Vice President of Operations, Community Hospitals57.00.0$370,596$0$18,414Yes (X)
Valerie Barlow
VP, Clinical & Support Services55.00.0$396,797$0$44,678Yes (X)
Ashish Patel
Physician60.00.0$1,294,676$0$17,400Yes (X)
Bryon Boulton
Physician62.00.0$1,332,706$0$41,744Yes (X)
Gurvinder Deol
Physician60.00.0$1,334,259$0$47,084Yes (X)
Jonathan Chappell
Physician60.00.0$1,035,604$0$34,244Yes (X)
Judson Williams
Physician72.00.0$1,229,575$0$44,121Yes (X)
Betsy Gaskins-McClaine
FORMER VP, HEART & VASCULAR65.00.0$262,208$0$23,317Yes (X)
Denise Warren (until 123120)
FORMER EVP & COO0.00.0$698,329$0$1,418Yes (X)
Jeanene Martin (until 920)
Former SVP, Human Resources0.00.0$196,670$0$15,578Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$20,291,025TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,027,174TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1747IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
Morrison Healthcare
PO Box 102289AtlantaGA303682289Food & Nutrition Services$21,536,504
UNC School of Medicine
145 Medical CenterChapel HillNC275999515Resident Fees$5,103,597Dr Ste 400 CB 9515
Laboratory Corporation of America
PO Box 12140BurlingtonNC27216Diagnostic Testing Services$3,215,327
Fresenius Medical Care
BMA Wake - Greater Wake Area AcutesChicagoIL60693Hemodialysis Treatments$3,088,42716343 Collection Center Drive
Wake Medical Laboratory
PO Box 14004RaleighNC276204004Pathology Services$3,041,903
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K123CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$4,088,401GovernmentGrantsAmt
All Other Contributions$1,450,844AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$5,539,245TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
PATIENT SERVICES621511$1,686,263,385$1,686,263,385$0$0
NON-PATIENT SERVICES621500$12,503,485$0$12,503,485$0
CAFETERIA722210$5,682,035$0$0$5,682,035
PURCH DISCNTS/REBATES/VHA900099$4,016,230$4,016,230$0$0
OTHER OPERATING REVENUE900099$55,415,979$16,090,595$2,416,302$36,909,082

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,763,625TotalRevenueColumnAmt
Related Or Exempt Func Income$4,119,600RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$644,025UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,768,644,739TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,554,177TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,554,177ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,261,456RealAmt
Personal$0PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$88,324RealAmt
Personal$0PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,173,132RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,173,132TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,173,132ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$532,881,699SecuritiesAmt
Other-$47,053OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$413,544,289SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$119,337,410SecuritiesAmt
Other-$47,053OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$119,290,357TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$119,290,357ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLOSS FROM JOINT VENTURESDesc
Business900099BusinessCd
Total Revenue Column-$260,332TotalRevenueColumnAmt
Related Or Exempt Func Income-$260,332RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total-$260,332OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,905,941,318TotalRevenueColumnAmt
Related Or Exempt Func Income$1,710,229,478RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$15,563,812UnrelatedBusinessRevenueAmt
Exclusion$174,608,783ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,922,276TotalAmt
Program Services$1,922,276ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$828,556TotalAmt
Program Services$828,556ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$15,472,443TotalAmt
Program Services$12,377,954ProgramServicesAmt
Management And General$3,094,489ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$787,705,432TotalAmt
Program Services$669,549,617ProgramServicesAmt
Management And General$118,155,815ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$37,939,279TotalAmt
Program Services$32,248,388ProgramServicesAmt
Management And General$5,690,891ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$76,557,405TotalAmt
Program Services$65,073,795ProgramServicesAmt
Management And General$11,483,610ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$52,292,852TotalAmt
Program Services$44,448,925ProgramServicesAmt
Management And General$7,843,927ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$921,979TotalAmt
Program Services$866,660ProgramServicesAmt
Management And General$55,319ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$488,058TotalAmt
Program Services$458,775ProgramServicesAmt
Management And General$29,283ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$884,531TotalAmt
Program Services$831,459ProgramServicesAmt
Management And General$53,072ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$299,382,838TotalAmt
Program Services$281,419,868ProgramServicesAmt
Management And General$17,962,970ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,825,760TotalAmt
Program Services$6,416,214ProgramServicesAmt
Management And General$409,546ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$53,814,355TotalAmt
Program Services$50,585,494ProgramServicesAmt
Management And General$3,228,861ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$26,108,792TotalAmt
Program Services$24,542,264ProgramServicesAmt
Management And General$1,566,528ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$37,691,781TotalAmt
Program Services$35,430,274ProgramServicesAmt
Management And General$2,261,507ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,223,452TotalAmt
Program Services$1,150,045ProgramServicesAmt
Management And General$73,407ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,337,710TotalAmt
Program Services$1,257,448ProgramServicesAmt
Management And General$80,262ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$20,959,850TotalAmt
Program Services$20,959,850ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$79,284,478TotalAmt
Program Services$79,284,478ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,276,514TotalAmt
Program Services$6,839,923ProgramServicesAmt
Management And General$436,591ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$279,435,796$279,435,796$0$0
REPAIRS AND MAINTENANCE$34,476,635$27,581,308$6,895,327$0
GAP ASSESSMENT$28,878,138$27,145,450$1,732,688
MINOR EQUIPMENT$9,806,927$9,218,511$588,416$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$46,259,527TotalAmt
Program Services$43,469,619ProgramServicesAmt
Management And General$2,789,908ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,907,775,364TotalAmt
Program Services$1,723,342,947ProgramServicesAmt
Management And General$184,432,417ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$59,078BOYAmt
EOY$60,265EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$687,149,556BOYAmt
EOY$667,794,148EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$117,480BOYAmt
EOY$159,496EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$196,079,635BOYAmt
EOY$248,925,582EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$294,507BOYAmt
EOY$300,998EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$30,607,951BOYAmt
EOY$30,459,086EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$21,638,883BOYAmt
EOY$23,287,411EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,905,569,308LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,330,125,266LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$554,813,085BOYAmt
EOY$575,444,042EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$290,268,334BOYAmt
EOY$65,598,709EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$108,960BOYAmt
EOY$48,784EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$173,821,475BOYAmt
EOY$127,220,266EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,954,958,944BOYAmt
EOY$1,739,298,787EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$245,221,275BOYAmt
EOY$266,086,970EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$71,281BOYAmt
EOY$336,601EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$607,049,985BOYAmt
EOY$678,067,299EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$126,678,524BOYAmt
EOY$48,807,507EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$979,021,065BOYAmt
EOY$993,298,377EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$974,756,858BOYAmt
EOY$744,885,528EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,181,021BOYAmt
EOY$1,114,882EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$975,937,879BOYAmt
EOY$746,000,410EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,954,958,944BOYAmt
EOY$1,739,298,787EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,834,046ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$226,118,784NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$1,984,639OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$675,564DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$675,564TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITYFormAndLineReferenceDesc
ExplanationWAKEMED AND ITS OFFICE OF GOVERNMENT AFFAIRS WORK TO MAINTAIN AND STRENGTHEN EFFECTIVE RELATIONSHIPS WITH LEGISLATORS AND POLICY MAKERS AT THE STATE, LOCAL, AND NATIONAL LEVELS. THE OBJECTIVE IS TO ENSURE THAT WAKEMED'S POINT OF VIEW IS CONSISTENTLY AND CONTINUALLY HEARD SO THAT LEGISLATION, REGULATIONS, AND THE SETTING OF HEALTH POLICY SUPPORT THE ORGANIZATION'S ABILITY TO FULFILL ITS MISSION OF CARE FOR ALL, REGARDLESS OF THE ABILITY TO PAY. IN ADDITION, WAKEMED PAID ANNUAL DUES TO VARIOUS HOSPITAL ASSOCIATIONS. THESE HOSPITAL ASSOCIATIONS CONDUCT LOBBYING ACTIVITIES ON BEHALF OF ITS MEMBERS, AND AS SUCH, A PORTION OF THE HOSPITAL DUES ARE ALLOCATED TO LOBBYING.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$336,018BeginningYearBalanceAmt
Investment Earnings Or Losses$1,785InvestmentEarningsOrLossesAmt
Administrative Expenses$5,142AdministrativeExpensesAmt
End Year Balance$332,661EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$336,090BeginningYearBalanceAmt
Investment Earnings Or Losses$5,193InvestmentEarningsOrLossesAmt
Administrative Expenses$5,265AdministrativeExpensesAmt
End Year Balance$336,018EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$335,322BeginningYearBalanceAmt
Investment Earnings Or Losses$6,049InvestmentEarningsOrLossesAmt
Administrative Expenses$5,281AdministrativeExpensesAmt
End Year Balance$336,090EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$335,506BeginningYearBalanceAmt
Investment Earnings Or Losses$5,026InvestmentEarningsOrLossesAmt
Administrative Expenses$5,210AdministrativeExpensesAmt
End Year Balance$335,322EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$336,449BeginningYearBalanceAmt
Investment Earnings Or Losses$4,238InvestmentEarningsOrLossesAmt
Administrative Expenses$5,181AdministrativeExpensesAmt
End Year Balance$335,506EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY1.0PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,864,369OtherCostOrOtherBasisAmt
Book Value$3,864,369BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$723,429,669OtherCostOrOtherBasisAmt
Depreciation$421,656,105DepreciationAmt
Book Value$301,773,564BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$62,860,420OtherCostOrOtherBasisAmt
Depreciation$35,294,689DepreciationAmt
Book Value$27,565,731BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,024,696,363OtherCostOrOtherBasisAmt
Depreciation$851,929,493DepreciationAmt
Book Value$172,766,870BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,718,487OtherCostOrOtherBasisAmt
Depreciation$21,244,979DepreciationAmt
Book Value$69,473,508BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$575,444,042TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDescBook ValueBookValueAmt
RESTRICTED FUNDS$40,247,159
DESIGNATED FUNDS$32,604,408
OTHER EQUITY INVESTMENTS$43,717,515
PREPAID PENSION$9,719,383
FV INT RATE SWAP
LEASE RECEIVABLE-LT$931,801
FieldValueIRS element (for citing)
Total Book Value Other Assets$127,220,266TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)

DescDescAmtAmt
Accrued Claims Payable$22,576,049
FV Int Rate SWAP-Deferred$16,719,533
Deferred Refund Gain 2012A$7,312,555
Pension Deferred Inflow$1,125,715
Other Deferred Inflows of Resources$597,916
Accelerated Payment Liability$245,557
J REX WK PEDIATRIC LAUNCH$180,762
Capitalized LT Leases$49,501
Deferred Landlord Incentives & Rent-$81
TOTAL DUE TO THIRD-PARTY PAYOR
DEFERRED SOCIAL SECURITY
FieldValueIRS element (for citing)
Total Liability$48,807,507TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part V, Line 4FormAndLineReferenceDesc
ExplanationTHE ALLEN TRUST ENDOWMENT FUNDS ARE USED TO PROVIDE POOR AND INDIGENT PATIENTS WITH NEEDED PRIVATE NURSING CARE. WAKEMED DEFINES 'POOR AND INDIGENT' AS THOSE WITH A FINANCIAL CLASS OF SELF-PAY OR MEDICAID. THE SITTER PROVIDING PRIVATE NURSING CARE MAY BE EITHER IN THE HOSPITAL OR IN A HOME SETTING.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Specific Services ProvidedINSURANCE PREMIUMS/EXPSpecificServicesProvidedTxt
Region Total Expenditures$8,998,358RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$8,998,358SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$8,998,358TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsFormAndLineReferenceDesc
ExplanationCENTRAL AMERICA AND THE CARIBBEAN-AccrualExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other250FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$116,562,311TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$116,562,311NetCommunityBenefitExpnsAmt
Total Expense0.0611TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$157,251,692TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$111,993,107DirectOffsettingRevenueAmt
Net Community Benefit Expns$45,258,585NetCommunityBenefitExpnsAmt
Total Expense0.0237TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$340,131TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$340,131DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$274,154,134TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$112,333,238DirectOffsettingRevenueAmt
Net Community Benefit Expns$161,820,896NetCommunityBenefitExpnsAmt
Total Expense0.0848TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$8,987,240TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$250,000DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,737,240NetCommunityBenefitExpnsAmt
Total Expense0.0046TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$14,350,066TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$8,666,041DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,684,025NetCommunityBenefitExpnsAmt
Total Expense0.0030TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,832,258TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$1,832,258NetCommunityBenefitExpnsAmt
Total Expense0.0010TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$25,169,564TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$8,916,041DirectOffsettingRevenueAmt
Net Community Benefit Expns$16,253,523NetCommunityBenefitExpnsAmt
Total Expense0.0085TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$299,323,698TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$121,249,279DirectOffsettingRevenueAmt
Net Community Benefit Expns$178,074,419NetCommunityBenefitExpnsAmt
Total Expense0.0933TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Economic Development EconomicDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$101,288TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$65,168DirectOffsettingRevenueAmt
Net Community Benefit Expns$36,120NetCommunityBenefitExpnsAmt
Total Expense0.0000TotalExpensePct

Community Support CommunitySupportGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$179,461TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$179,461NetCommunityBenefitExpnsAmt
Total Expense0.0001TotalExpensePct

Environmental Improvements EnvironmentalImprovementsGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Leadership Development LeadershipDevelopmentGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Coalition Building CoalitionBuildingGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Health Improvement Advocacy HealthImprovementAdvocacyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Workforce Development WorkforceDevelopmentGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$3,208,399TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$3,208,399NetCommunityBenefitExpnsAmt
Total Expense0.0017TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.0TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

FieldValueIRS element (for citing)
Activities Or Programs0ActivitiesOrProgramsCnt
Persons Served0PersonsServedCnt
Total Community Benefit Expns$3,489,148TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$65,168DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,423,980NetCommunityBenefitExpnsAmt
Total Expense0.0018TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$34,233,466BadDebtExpenseAmt
Reimbursed By Medicare$456,746,795ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$583,255,966CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$126,509,171MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

FieldValueIRS element (for citing)
Business Name Line1CAPITAL CITY SURGERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesSURGERYPrimaryActivitiesTxt
Org Profit Or Ownership0.51OrgProfitOrOwnershipPct
Physicians Profit Or Ownership0.2224PhysiciansProfitOrOwnershipPct
FieldValueIRS element (for citing)
Hospital Facilities2HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNumAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdWebsite AddressWebsiteAddressTxtState LicenseStateLicenseNumLicensed HospitalLicensedHospitalIndGeneral Medical And SurgicalGeneralMedicalAndSurgicalIndEmergency Room24 HrsEmergencyRoom24HrsIndFacility Reporting GroupFacilityReportingGroupCdTeaching HospitalTeachingHospitalInd
WAKEMED CARY HOSPITAL
11900 KILDARE FARM ROADCARYNC27518WWW.WAKEMED.ORGH0276Yes (X)Yes (X)Yes (X)A
WAKEMED RALEIGH CAMPUS
23000 NEW BERN AVENUERALEIGHNC27610WWW.WAKEMED.ORGH0199Yes (X)Yes (X)Yes (X)AYes (X)

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1ABusinessNameLine1Txt
FieldValueIRS element (for citing)
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted21CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLHTTPS://WWW.WAKEMED.ORG/ASSETS/DOCUMENTS/COMMUNITY/2022-FULL-REPORT-FINAL.PDFOwnWebsiteURLTxt
Other WebsiteYes (X)OtherWebsiteInd
Other Website URLSEE PART V, LINE 7DOtherWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Rpt Available Thru Other MethodYes (X)RptAvailableThruOtherMethodInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt22ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLHTTPS://WWW.WAKEMED.ORG/ASSETS/DOCUMENTS/COMMUNITY/CHNA-IMPLEMENTATION-PLAN-2023.PDFStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care250.0FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care300.0FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSEE PART V, LINE 16JFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSEE PART V, LINE 16JFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSEE PART V, LINE 16JFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
Other PublicityYes (X)OtherPublicityInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Other Actions TakenYes (X)OtherActionsTakenInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Look Back Medicare PrivateYes (X)LookBackMedicarePrivateInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part V, Section B, Line 3ETHE SIGNIFICANT HEALTH NEEDS OF WAKE COUNTY WERE IDENTIFIED IN THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. THE CHNA PROCESS OFFERS A VALUABLE OPPORTUNITY TO ADDRESS WAKE COUNTY'S MOST PRESSING NEEDS AND ADVANCE RESIDENTS HEALTH AND WELLBEING. A ROBUST PROCESS USING COLLECTED DATA AND SIGNIFICANT COMMUNITY INPUT WAS USED TO IDENTIFY AND PRIORITIZE THE COMMUNITY'S HEALTH NEEDS. A PRIORITIZATION MATRIX WEIGHTED SCORES TO IDENTIFY AND NARROW PRIORITIES THAT WOULD BE INCLUDED IN THE FINAL CHNA REPORT AND LATER INCORPORATED IN IMPLEMENTATION PLANS. SCORES WERE GIVEN BASED ON ANALYSIS OF COLLECTED PRIMARY AND SECONDARY DATA, FOCUS GROUP FINDINGS, TELEPHONE SURVEY RESULTS, ONLINE SURVEY RESULTS, AND STEERING COMMITTEE PRIORITIZATION RESULTS. THE THREE PRIORITY AREAS IDENTIFIED USING THE MATRIX SCORES ARE: 1. AFFORDABLE HOUSING AND HOMELESSNESS 2. ACCESS TO CARE 3. MENTAL HEALTH AND SUBSTANCE USE DISORDERS THE ABILITY TO ACCESS HEALTH SERVICES IS A CRITICAL PUBLIC HEALTH ISSUE, AS PRIMARY AND PREVENTATIVE SERVICES CAN HELP TO PREVENT OR MANAGE CHRONIC ILLNESSES THUS IMPROVING THE HEALTH OF THE COMMUNITY. A LACK OF FACILITIES AND SPECIALISTS IN LOCAL COMMUNITIES ACROSS THE COUNTY WERE NOTED AS BEING BARRIERS TO ACCESSING CARE AS WAS THE NEED FOR MORE SLIDING SCALE PROVIDERS. THE TRADITIONAL HOURS OFFERED BY MANY HEALTHCARE PROVIDERS ALSO CREATE A BARRIER TO ACCESSING CARE FOR MANY INDIVIDUALS AND FAMILIES WHO ARE FORCED TO MISS AN ENTIRE OR PARTIAL DAY OF WORK IN ORDER TO GO TO THE DOCTOR. ENSURING ALL MEMBERS OF OUR GROWING COMMUNITY HAVE ACCESS TO THE HEALTHCARE SERVICES THEY NEED IS CRITICAL TO MAINTAINING THE HEALTH OF WAKE COUNTY. AS SUCH, WAKEMED IS FOCUSED ON IMPROVING ACCESS TO CARE THROUGH CONTINUED GROWTH AND EXPANSION, AS WELL AS DEVELOPMENT OF INNOVATIVE MODELS OF CARE DELIVERY SUCH AS TELEMEDICINE. WAKEMED HAS ADDED NUMEROUS OUTPATIENT LOCATIONS WITH PRIMARY CARE, URGENT CARE AND SPECIALTY PHYSICIAN OFFICES AS WELL AS A IMAGING AND LABORATORY SERVICES. WE ARE SUPPORTING UNINSURED AND UNDERINSURED POPULATIONS NEED FOR CARE THROUGH EXPANDED COMMUNITY CASE MANAGEMENT SERVICES AND THE CENTER FOR COMMUNITY HEALTH WHICH ADDRESSES BOTH THE PHYSICAL AND MENTAL HEALTH NEEDS OF VULNERABLE POPULATIONS THROUGH ITS PROGRAMS. WAKE COUNTY HAS EXPERIENCED AN INCREASE IN THE PREVALENCE AND SEVERITY OF MENTAL HEALTH AND SUBSTANCE ABUSE PROBLEMS OVER RECENT YEARS. AT THE SAME TIME, THE AVAILABILITY OF RESOURCES AND ACCESS TO SERVICES FOR PEOPLE SUFFERING WITH THESE PROBLEMS HAS DECLINED. MENTAL HEALTH/SUBSTANCE USE DISORDERS WAS AN IDENTIFIED PRIORITY IN THE 2013, 2016, 2019 AND AGAIN IN THE 2022 WAKE COUNTY CHNAS. THE MENTAL HEALTH AND SUBSTANCE USE DISORDERS PRIORITY INCLUDES MENTAL HEALTH DISEASE (LIKE DEPRESSION, ALZHEIMER'S, AND SCHIZOPHRENIA), POOR MENTAL HEALTH DAYS, AND HURTING ONESELF, AS WELL AS ALCOHOL, OPIOID, AND ILLEGAL DRUG USE, AND DATA RELATED TO OVERDOSES. LIKE MOST HEALTH SYSTEMS ACROSS THE COUNTRY, WAKEMED HAS SEEN A STEADY INCREASE IN THE DEMAND FOR BEHAVIORAL HEALTH SERVICES PARTICULARLY POST PANDEMIC. AS SUCH, WE HAVE CONTINUED TO INVEST SIGNIFICANT TIME, ENERGY, AND RESOURCES TO INCREASE THE CAPACITY AND BREADTH OF SERVICES NEEDED TO SUPPORT PATIENTS SUFFERING FROM BEHAVIORAL HEALTH CONDITIONS. MANY OF THESE STRATEGIES RELY ON THE STRONG PARTNERSHIPS WE'VE BUILT WITH COMMUNITY-BASED ORGANIZATIONS AND OUR PEER HEALTHCARE ORGANIZATIONS THROUGHOUT WAKE COUNTY. THROUGH THIS NETWORK FOR ADVANCING BEHAVIORAL HEALTH WE ARE CONNECTING PATIENTS TO MUCH NEEDED RESOURCES. IN ADDITION, WAKEMED RECEIVED APPROVAL IN FEBRUARY 2023 FROM THE NC DIVISION OF HEALTH & HUMAN SERVICES TO DEVELOP A 150-BED MENTAL HEALTH HOSPITAL IN WAKE COUNTY. EFFORTS ALSO CONTINUE USING BEST PRACTICES AND AI TECHNOLOGY TO ENSURE WE ARE CONNECTING PATIENTS WITH THE CRISIS, INPATIENT AND OUTPATIENT RESOURCES THEY NEED. HOUSING AND HOMELESSNESS ARE ALSO SOCIAL DETERMINANTS OF HEALTH THAT ROSE TO THE TOP OF THE WAKE COUNTY PRIORITIZATION MATRIX TO BECOME A PRIORITY AREA FOR THE COUNTY TO FOCUS ON OVER THE COMING YEARS. THE HOUSING AND HOMELESSNESS PRIORITY CONTAINS INFORMATION RELATED TO THE COST OF HOUSING, HOUSING CHOICES, AND NUMBER OF PERSONS EXPERIENCING HOMELESSNESS. WAKEMED IS ACTIVELY ENGAGED IN SUPPORTING OUR COMMUNITY'S HOMELESS POPULATION. FOCUSING ON SOCIAL DETERMINANTS OF HEALTH, WE CONTINUE TO EXPLORE INNOVATIVE WAYS TO IMPROVE ACCESS TO CARE FOR PATIENTS IN WAKE COUNTY WHO ARE DEALING WITH HOUSING INSECURITY. IN ADDITION TO OUR EMERGENCY DEPARTMENTS WHO REGULARLY CARE FOR THOSE WITHOUT HOUSING, THE CENTER FOR COMMUNITY HEALTH PROVIDES PRIMARY CARE AND MENTAL HEALTH SERVICES TO THIS POPULATION WHILE COMMUNITY CASE MANAGERS WORK TO CONNECT THEM WITH MUCH NEEDED COMMUNITY RESOURCES.
Schedule H, Part V, Section B, Line 5 Facility A, 1Facility A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. THE LIVE WELL WAKE TEAM WORKED FROM JUNE 2021 TO APRIL 2022 TO PLAN, COLLECT AND ANALYZE DATA AND PRIORITIES. AN EIGHT-PHASE PROCESS DEVELOPED BY NCIPH AND INFORMED BY THE COUNTY HEALTH RANKINGS MODEL, EMPHASIZING HOW POLICIES AND PROGRAMS INFLUENCE A VARIETY OF HEALTH FACTORS WHICH LEAD TO HEALTH OUTCOMES. THE PROCESS INCLUDED COLLECTING NEW DATA THROUGH A COMMUNITY HEALTH SURVEY AND FOCUS GROUPS, REVIEWING EXISTING NATIONAL AND STATE SECONDARY DATA. COVID-19 PANDEMIC REQUIRED SOME DATA COLLECTION METHODS TO BE ADJUSTED. THE COMMUNITY HEALTH OPINION SURVEY (CHOS), CAPTURED THE INPUT OF 1073 WAKE COUNTY RESIDENTS. IN ADDITION, 6 FOCUS GROUPS WERE CONDUCTED WITH RESIDENTS TO GAIN AN UNDERSTANDING OF THE STORIES AND EXPERIENCES OF COUNTY RESIDENTS IN SPECIFIC GEOGRAPHIC AREAS AND ON SPECIFIC TOPICS OF INTEREST DETERMINED BY THE STEERING COMMITTEE AND INFORMED BY THE PREVIOUS HEALTH ASSESSMENT. EFFORTS WERE TAKEN TO ENSURE THE BROADEST INTERESTS OF THE COMMUNITY WERE INCORPORATED. AS OUTLINED THROUGHOUT THE 2022 REPORT, A SIGNIFICANT AMOUNT OF DATA AND INFORMATION HAS BEEN REVIEWED AND INCORPORATED IN THIS PROCESS, AND THE PLANNING PARTNERS HAVE BEEN CAREFUL TO ENSURE THAT A VARIETY OF SOURCES WERE LEVERAGED TO DEVELOP A TRULY COMPREHENSIVE REPORT. TO PAINT A MORE COMPLETE PICTURE OF WAKE COUNTY'S HEALTH NEEDS, THE 2022 CHNA PROCESS USED ASSESSMENT METHODS INCLUDING BOTH PUBLICLY AVAILABLE, EXISTING STATISTICAL DATA AS WELL AS NEW DATA THAT WERE COLLECTED DIRECTLY FROM THE COMMUNITY. NEW RESEARCH DATA WAS COLLECTED VIA INTERNET SURVEYS, AND FOCUS GROUPS. IN TOTAL MORE THAN 5,900 PEOPLE PARTICIPATED IN THE PROCESS. TIME PERIOD FOR INPUT: JUNE 2021 THROUGH APRIL 2022. DESCRIPTION OF MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS THAT PROVIDED INPUT: MEDICALLY UNDERSERVED INCLUDE THOSE WITHOUT MEDICAL INSURANCE OR ACCESS TO MEDICAL CARE. DATA SUCH AS RATES OF FREE AND REDUCED LUNCH, FOOD INSECURITY, HOMELESSNESS, POVERTY RATES / MEDIAN INCOME DESCRIBED LOW-INCOME RESIDENTS IN THE COUNTY. RACIAL AND ETHNIC MINORITY POPULATIONS, THE HOMELESS POPULATION, LIMITED ENGLISH-SPEAKING HOUSEHOLDS, AND SPANISH-SPEAKING RESIDENTS DESCRIBE THE MINORITY POPULATIONS FROM WHOM DATA WAS GATHERED. INPUT BY MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS: THE 2022 CHNA REPORT PROVIDES A SIGNIFICANT AMOUNT OF PRIMARY AND SECONDARY DATA SPECIFIC TO THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS IN WAKE COUNTY. GATHERING SECONDARY DATA WAS EASILY ACCOMPLISHED BY ACCESSING EXISTING SOURCES. IN ADDITION, INPUT FROM NUMEROUS COMMUNITY ORGANIZATIONS WITH KNOWLEDGE OF THE ISSUES THAT NEED TO BE ADDRESSED WITHIN WAKE COUNTY WAS GATHERED THROUGHOUT THE ENTIRE PROCESS. HOWEVER, IT WAS RECOGNIZED THERE ARE LIMITATIONS TO GATHERING PRIMARY DATA IN THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, SUCH AS ZIP CODE/CENSUS TRACT ISSUES, LEGAL AND PRACTICAL ISSUES GATHERING DATA FOR CHILDREN, AND THE POTENTIAL TO INCORPORATE "STALE" DATA, THE 2022 CHAT INVESTED A SIGNIFICANT AMOUNT OF TIME AND ENERGY TO TAILOR OUTREACH ACTIVITIES TO REACH THESE POPULATIONS TO GATHER DATA FOR THE FINAL REPORT. THE COMMUNITY HEALTH ASSESSMENT TEAM (CHAT) MADE A CONCERTED EFFORT TO ENGAGE SAFETY NET HEALTHCARE PROVIDERS, AND OTHER PROVIDERS OF SERVICES FOR THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. PARTNERING WITH THESE LOCAL ORGANIZATIONS WITH ACCESS TO THESE POPULATIONS, ALLOWED US TO CONDUCT SIX FOCUS GROUPS SPECIFICALLY TARGETING RESIDENTS OF SOUTHEAST RALEIGH, EASTERN WAKE COUNTY, THOSE SUFFERING WITH MENTAL HEALTH AND SUBSTANCE ABUSE, OLDER ADULTS, THE LATINX COMMUNITY, INDIVIDUALS EXPERIENCING HOMELESSNESS AND TRANSIT RIDERS TO MORE FULLY REPRESENT THE NEEDS OF THE UNDERSERVED POPULATION. YOUTH HAVE BEEN TYPICALLY UNDERREPRESENTED SO THE 2022 CHNA IS THE FIRST WAKE COUNTY CHNA THAT SPECIFICALLY TARGETED YOUTH PARTICIPANTS THROUGH A STORY TELLING/DISCUSSION SERIES OF MEETINGS. LASTLY, THE PRIORITIZATION PROCESS, WHICH CONCLUDED THE DATA COLLECTION PERIOD, PROVIDED THE ENTIRE COMMUNITY OF WAKE COUNTY WITH THE OPPORTUNITY TO DECIDE WHICH ISSUES SHOULD BE THE FOCUS OF CHNA ACTION PLANS FOR THE NEXT THREE YEARS. WAKEMED MANAGEMENT BELIEVES THAT THE 2022 CHNA ADEQUATELY INCORPORATES INPUT FROM THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. THE ASSESSMENT WAS LED BY LIVE WELL WAKE IN COLLABORATION WITH NINE ORGANIZATIONS INCLUDING THE AREA'S OTHER HEALTH SYSTEMS, ADVANCE COMMUNITY HEALTH, ALLIANCE HEALTH, CITRIX, WAKE COUNTY HEALTH AND HUMAN SERVICES, WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION.
Schedule H, Part V, Section B, Line 6a Facility A, 1Facility A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. DUKE RALEIGH HOSPITAL, UNC REX AND WAKEMED.
Schedule H, Part V, Section B, Line 6b Facility A, 1Facility A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. THE ASSESSMENT WAS LED BY LIVE WELL WAKE IN COLLABORATION WITH ADVANCE COMMUNITY HEALTH, ALLIANCE HEALTH, CITRIX, WAKE COUNTY HEALTH AND HUMAN SERVICES, AND WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION.
Schedule H, Part V, Section B, Line 7 Facility A, 1Facility A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. SCHEDULE H, PART V, SECTION B, LINE 7B - OTHER WEBSITE HTTPS://WWW.WAKEGOV.COM/DEPARTMENTS-GOVERNMENT/HUMAN-SERVICES/DATA-AND-REP ORTS/COMMUNITY-HEALTH-NEEDS-ASSESSMENT
Schedule H, Part V, Section B, Line 11 Facility A, 1Facility A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. OUR CHNA PRIORITIZATION PROCESS RESULTED IN 3 PRIORITY AREAS FOR WAKE COUNTY THAT WILL BE ADDRESSED OVER THE NEXT THREE YEARS: -ACCESS TO HEALTH SERVICES; -MENTAL HEALTH AND SUBSTANCE ABUSE; AND -HOUSING & HOMELESSNESS. IN THIS CHNA CYCLE, WAKEMED LEADERS CREATED A MORE ROBUST, MEASURABLE IMPLEMENTATION PLAN TO GUIDE OUR ACTIONS IN THESE THREE AREAS, BUT ALSO TO MORE CLOSELY MEASURE OUR EFFORTS TO IMPROVE IN THESE PRIORITY AREAS. WAKEMED'S IMPLEMENTATION PLAN DETAILS ALL OF OUR EFFORTS AND MEASURES OF SUCCESS. (https://www.wakemed.org/assets/documents/community/chna-implementation-plan-2023.pdf)
Schedule H, Part V, Section B, Line 16 Facility A, 1Facility A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. SCHEDULE H, PART V, SECTION B, LINE 16A - FAP AVAILABLE WEBSITE HTTPS://WWW.WAKEMED.ORG/ASSETS/DOCUMENTS/REGULATORY/PATIENT-BILLING-AND-FINANCIAL-POLICY-ENGLISH.PDF HTTPS://WWW.WAKEMED.ORG/ASSETS/DOCUMENTS/BILLING/FINANCIAL-ASSISTANCE-SPANISH.PDF SCHEDULE H, PART V, SECTION B, LINE 16B - FAP APPLICATION FORM WEBSITE HTTPS://WWW.WAKEMED.ORG/ASSETS/DOCUMENTS/REGULATORY/FINANCIAL-ASSISTANCE-APPLICATION-ENGLISH.PDF HTTPS://WWW.WAKEMED.ORG/ASSETS/DOCUMENTS/BILLING/FINANCIAL-ASSISTANCE-APPLICATION-INSTRUCTIONS-SPANISH.PDF SCHEDULE H, PART V, SECTION B, LINE 16C - PLAIN LANGUAGE FAP SUMMARY WEBSITE HTTPS://WWW.WAKEMED.ORG/ASSETS/DOCUMENTS/REGULATORY/FINANCIAL-ASSISTANCE-POLICY-SUMMARY-ENGLISH.PDF HTTPS://WWW.WAKEMED.ORG/ASSETS/DOCUMENTS/REGULATORY/FINANCIAL-ASSISTANCE-POLICY-SUMMARY-SPANISH.PDF
Schedule H, Part V, Section B, Line 20 Facility A, 1Facility A, 1 - THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED.. WAKEMED ALSO NOTIFIED PATIENTS AT ADMISSION AND DISCHARGE OF SERVICES ABOUT THE FINANCIAL ASSISTANCE POLICY AND PROVIDED DOCUMENTATION AS REQUESTED.
FieldValueIRS element (for citing)
Facility14FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
WAKEMED NORTH HOSPITAL
10000 FALLS OF THE NEUSE ROADRALEIGHNC27614SURGERY, PREGNANCY, CHILDBIRTH, EMERG. DEPT., RADIOLOGY, LABORATORY, OP/AMB SURG CENTER
WAKEMED SPECIALISTS GROUP LLC
3000 NEW BERN AVENUERALEIGHNC27610MEDICAL PRACTICES
WAKEMED GARNER HEALTHPLEX
400 US 70 EASTGARNERNC27502EMERG. DEPT., LABORATORY, RADIOLOGY
WAKEMED BRIER CREEK HEALTHPLEX
8001 TW ALEXANDER DRIVERALEIGHNC27617EMERG. DEPT., LABORATORY, RADIOLOGY
WAKEMED APEX HEALTHPLEX
120 HEALTHPLEX WAYAPEXNC27502EMERG. DEPT., LABORATORY, RADIOLOGY
WAKEMED REHAB HOSPITAL
3000 NEW BERN AVENUERALEIGHNC27610PHYS MED/REHAB HOSP., PHYS SPEECH/OCC THERAPY
WAKE SPECIALTY PHYSICIANS LLC
3000 NEW BERN AVENUERALEIGHNC27610MEDICAL PRACTICES
WakeMed Raleigh Medical Park
23 SUNNYBROOK ROADRALEIGHNC27610LABORATORY, RADIOLOGY, REHAB THERAPY, ONCOLOGY
WAKEMED HOME HEALTH
2920 HIGHWOODS BOULEVARD SUITE 200RALEIGHNC27604HOME HEALTH, HOME IV THERAPY PRIVATE DUTY NURSING
HealthPark at Kildaire
110 KILDAIRE PARK DRIVECARYNC27518REHAB THERAPY, SLEEP LAB
WAKEMED CLAYTON MEDICAL PARK
104 MEDSPRING DRIVE SUITE 200CLAYTONNC27520REHAB THERAPY
WakeMed 10880 Durant Road
10880 DURANT ROAD SUITE 302RALEIGHNC27614REHAB THERAPY
Medical Park of Cary
210 ASHVILLE AVENUECARYNC27518RADIOLOGY, PHARMACY, LABORATORY, WOUND CARE
WAKEMED WAKE FOREST ROAD
3701 WAKE FOREST ROADRALEIGHNC27609REHAB THERAPY

Supplemental Information Detail SupplementalInformationDetail (24 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule H, Part I, Line 3bCRITERIA FOR DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE IS AVAILABLE FOR THOSE AT THE 300% OF THE FPG. FURTHER, ALL PATIENTS WITHOUT INSURANCE QUALIFY FOR AN AUTOMATIC 62% DISCOUNT WITHOUT CONSIDERATION OF FPG.
Schedule H, Part I, Line 72021 COVID COMMUNITY EFFORTS WAKEMED CONTINUED TO SERVE PATIENTS IMPACTED BY COVID-19. IN LATE 2020, WAKEMED BECAME ONE OF THE FIRST SITES IN THE STATE TO BEGIN OFFERING MONOCLONAL ANTIBODY (MAB) INFUSIONS FOR PATIENTS WITH COVID-19 TO PREVENT DISEASE PROGRESSION AND REDUCE HOSPITALIZATIONS. IN FY 2021, WAKEMED ADMINISTERED OVER 3,000 MAB INFUSIONS. LATE SEPTEMBER, WAKEMED BEGAN EXPANDING ACCESS TO THIS TREATMENT AS PART OF THE NATIONAL CRUSH COVID INITIATIVE, IN CONJUNCTION WITH THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES (NCDHHS), THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) AND KPMG. THE MAB CLINICS WERE LOCATED AT WAKEMED FACILITIES ACROSS WAKE COUNTY, INCLUDING THE NORTH HOSPITAL PHYSICIANS' OFFICE PAVILION, CARY HOSPITAL, RALEIGH CAMPUS AND GARNER HEALTHPLEX. 2020 COVID COMMUNITY EFFORTS WAKEMED'S RESPONSE TO THE PANDEMIC HAS BEEN FAR REACHING INTO THE COMMUNITIES WE SERVE - WELL BEYOND THE CARE PROVIDED IN OUR HOSPITAL DURING THE EARLY MONTHS OF THE PANDEMIC, WAKEMED'S HOME ZIP CODE 27610 HAD THE HIGHEST NUMBER OF POSITIVE COVID-19 CASES IN THE STATE AND THE FOURTH HIGHEST POSITIVE RATE IN NORTH CAROLINA. RECOGNIZING THE NEED TO ENSURE THE HISTORICALLY MARGINALIZED POPULATIONS IN OUR AREA HAD EQUAL ACCESS TO MEDICAL CARE, PROCEDURAL MASKS, EDUCATION AND VACCINE, WAKEMED FOCUSED EFFORTS ON INDIVIDUALS AND FAMILIES IN THE 27610 ZIP CODE. THE RESIDENTS OF 27610 ARE PREDOMINANTLY AFRICAN-AMERICAN AND LATINX. PROTECTION & EDUCATION WAKEMED, WAKE COUNTY, THE CITY OF RALEIGH AND ADDITIONAL COMMUNITY PARTNERS LEVERAGED EXISTING COMMUNITY EVENTS SUCH AS TESTING AND FOOD DISTRIBUTION SITES AND RELATIONSHIPS WITH COMMUNITY ORGANIZATIONS, BUSINESS AND CHURCHES TO PROVIDE MORE THAN 200,000 MASK KITS (A KIT INCLUDES 3 MASKS, HAND SANITIZER, AND BILINGUAL EDUCATION ABOUT PROTECTING YOURSELF DURING THE PANDEMIC) TO DATE. WHAT BEGAN AS AN EFFORT FOR 27610 GREW TO ENCOMPASS RESIDENTS OF 27601 AND 27603. LOW AND NO-COST VIRTUAL CARE DURING THE EARLY MONTHS OF THE PANDEMIC, WAKEMED DEVELOPED VIRTUAL PATHWAYS TO PROVIDE PRIMARY AND URGENT CARE. WAKEMED MADE FREE VIRTUAL VISITS WITH WAKEMED PRIMARY CARE PROVIDERS AVAILABLE TO HOMELESS SHELTERS IN ADDITION TO LOW-COST URGENT CARE VISITS FOR SEVERAL MONTHS. COMMUNITY VACCINE EFFORTS WHEN THE STATE MADE VACCINE AVAILABLE TO RESIDENTS AGE 75+, WAKEMED QUICKLY DEVELOPED DRIVE-THROUGH AND STRIKE-TEAM CLINIC MODELS TO REACH THE UNDERSERVED IN THIS AGE GROUP. STRIKE TEAMS, MOST NOTABLY THE SISTER CIRCLE, MADE UP OF AFRICAN-AMERICAN AND LATINX PHYSICIANS, WORKED WITH CHURCHES AND COMMUNITY CENTERS TO REACH PEOPLE WHERE THEY LIVE, WORK AND WORSHIP. WAKEMED WAS THE FIRST ORGANIZATION TO DEVELOP A SUCCESSFUL DRIVE-THROUGH CLINIC MODEL. VOLUNTEERS FOR ALL OF THESE EVENTS WORKED WEEKDAYS AND WEEKENDS WITHOUT A BREAK FOR MONTHS TO VACCINATE SOME OF THE HARDEST-TO-REACH PEOPLE IN OUR COMMUNITY. WAKEMED'S HEALTH LIVES HERE MOBILE COMMUNITY HEALTH UNIT AND THE WAKEMED CORPORATE & COMMUNITY HEALTH TEAM JOINED COUNTY AND STATE EFFORTS TO VACCINATE PEOPLE AT AREA EVENTS. AND, WAKEMED PHARMACY SERVICES STOCKED COMMUNITY HEALTH PRACTICES THAT SERVE THE UNDERSERVED WITH 45,000 DOSES OF VACCINE AND SUPPLIES TO ADMINISTER IT. TOTAL IMPACT BETWEEN DECEMBER 2020 THROUGH THE END OF 2022, WAKEMED PROVIDED 158,777 DOSES OF MODERNA, PFIZER-BIONTECH AND JANSSEN COVID-19 VACCINE TO INPATIENTS, OUTPATIENTS AND THE COMMUNITY. - 83,545 - WAKEMED VACCINE CLINIC (CLOSED JUNE 24, 2022) - 8,803 - WAKEMED PRIMARY CARE PATIENTS - 21,429 - DRIVE-THROUGH CLINICS AND VARIOUS COMMUNITY EVENTS - 45,000 - WAKEMED PROVIDED TO COMMUNITY HEALTH CARE PROVIDERS SERVING THE UNDERSERVED
Schedule H, Part III, Line 8 MEDICARE COSTING METHODOLOGYTHE MEDICARE ALLOWABLE COSTS WERE DETERMINED FROM THE MEDICARE COST REPORT, AS SPECIFIED IN THE PROVIDER REIMBURSEMENT MANUAL.
Schedule H, Part I, Line 7aCHARITY CARE IS REPORTED AS THE SYSTEM'S CHARITY CARE AT COST, USING A COST TO CHARGE RATIO CALCULATED AS IN WORKSHEET 2.
Schedule H, Part I, Line 7fPER MEDICARE COST REPORT.
Schedule H, Part II COMMUNITY BUILDING ACTIVITIESWAKEMED IS ACTIVELY INVOLVED IN NOT ONLY IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE AND IS ALSO SUPPORTIVE OF COMMUNITY BUILDING ACTIVITIES. WAKEMED HAS BEGUN EFFORTS TO IMPROVE THE NEIGHBORHOOD AROUND THE HOSPITAL AND ENCOURAGE REDEVELOPMENT AND PHYSICAL IMPROVEMENTS. A COALITION OF LOCAL BUSINESS AND COMMUNITY LEADERS ARE WORKING TO REDUCE CRIME, BEAUTIFY THE AREA, ATTRACT RETAIL BUSINESSES AND RESTAURANTS, AND FOSTER NEW MEDICAL DEVELOPMENT AROUND THE MAIN HOSPITAL CAMPUS IN DOWNTOWN RALEIGH, WHICH IS AN ECONOMICALLY DEPRESSED AREA. WE HAVE ALSO INVESTED IN THE WAKE TECHNICAL COMMUNITY COLLEGE FACILITY GROWTH WHICH IS VITAL TO EDUCATING FUTURE NURSES, RADIOLOGY TECHS, EMERGENCY RESPONSE PERSONNEL AND OTHERS. OUR WORKFORCE DEVELOPMENT PROGRAM WORKS WITH YOUTH, HEALTH SCIENCE STUDENTS AND THOSE IN A VARIETY OF HEALTH PROFESSIONS PROGRAMS WITH MENTORING, RESIDENCIES, CLINICAL ROTATIONS, AND EDUCATION ALL WITH THE PURPOSE OF PREPARING FOR THE WORKFORCE OF TOMORROW. WE PARTNER WITH NUMEROUS COLLEGES, UNIVERSITIES, COMMUNITY COLLEGES, AND HIGH SCHOOLS THROUGHOUT THE REGION AND OUR CAMPUS IS HOME TO THE WAKE EARLY COLLEGE HIGH SCHOOL. WAKEMED IS ALSO HOME TO THE WAKE AREA HEALTH EDUCATION CENTER, A PROGRAM OF THE UNIVERSITY OF NORTH CAROLINA WHICH PROVIDES ACCREDITED EDUCATION PROGRAMS TO NURSES, ALLIED HEALTH PROFESSIONALS AND PHYSICIANS THROUGHOUT THE REGION. WAKEMED ALSO WORKS CLOSELY WITH THE INVESTMENT OF CASH AND EXPERTISE FOR THE EIGHT MUNICIPALITIES IN OUR COUNTY AND THE WAKE COUNTY ECONOMIC DEVELOPMENT COUNCIL TO ATTRACT NEW JOBS AND GROW INDUSTRY AND BUSINESS, WHICH ALSO HELPS TO ATTRACT NEW TALENT TO THE AREA FOR GROWING BUSINESSES WITH A FOCUS ON INCLUSION. A HEALTHY ECONOMY ULTIMATELY LEADS TO THE HEALTHIER COMMUNITY. OUR COMMUNITY HEALTH IMPROVEMENT ACTIVITIES ARE NUMEROUS AND INCLUDE BEING THE LEAD AGENCY FOR SAFEKIDS, ENERGIZE, ASTHMA COALITION, COMMUNITY HEALTH PROJECT, AND MORE. EACH IS WORKING TO SUPPORT PROGRAMS AND POLICIES THAT IMPROVE PUBLIC HEALTH AND ACCESS TO HEALTH CARE. WE ARE ALSO PARTNERING WITH COUNTY AND OTHER OFFICIALS, AS WELL AS OTHER COMMUNITY-BASED ORGANIZATIONS, ON INITIATIVES THAT WILL IMPROVE ACCESS TO MENTAL HEALTH SERVICES, A GROWING CRISIS IN OUR COMMUNITY. THE OVERALL GOAL IS TO MAKE OUR COMMUNITY A HEALTHIER PLACE TO LIVE AND WORK.
Schedule H, Part VI, Line 6 AFFILIATED HEALTH CARE SYSTEMN/A
Schedule H, Part I, Line 7bMEDICAID COSTS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS.
Schedule H, Part VI, Line 7 STATE FILING OF COMMUNITY BENEFIT REPORTWAKEMED PUBLISHES COMMUNITY BENEFIT DATA EACH YEAR ON ITS WEBSITE AND COMPLETES A FULL REPORT EVERY THREE YEARS HIGHLIGHTING THE FINANCIAL IMPACT ON THE COMMUNITY AS WELL AS KEY EFFORTS TO ADDRESS THE PRIORITIES IDENTIFIED IN THE CHNA CORRESPONDING WITH THE TIME FRAME. IT IS AVAILABLE IN PRINT FORM AS ELL AS ON THE WAKEMED WEBSITE. WAKEMED ALSO VOLUNTARILY FILES A SIMILAR COMMUNITY BENEFIT REPORT WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION.
Schedule H, Part I, Line 3cPATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS (BEFORE AND AFTER SERVICES), ON THE WEBSITE, IN MYCHART. IN ADDITION, A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. IN ORDER TO QUALIFY FOR FINANCIAL ASSISTANCE, A PATIENT MUST APPLY AND MEET FINANCIAL ASSISTANCE POLICY (FAP) REQUIREMENTS. WAKEMED ALSO HAS A PRESUMPTIVE CHARITY PROGRAM THAT AUTOMATICALLY RUNS ON ALL ACCOUNTS IN THE BILLING CYCLE.
Schedule H, Part I, Line 7cCOSTS OF OTHER GOVERNMENT PROGRAMS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amountTHE AMOUNT REPORTED IN PART III, LINE 2 IS THE SYSTEM BAD DEBT AT COST. CHARITY AND BAD DEBT ACCOUNTS ARE RECORDED AT CURRENT ACCOUNT BALANCE LEVELS. THE BALANCE MAY BE NET OF CONTRACTUAL ALLOWANCES AND/OR PAYMENTS RECEIVED. FOR EXAMPLE, BAD DEBT OR CHARITY RESULTING FROM AN UNPAID PATIENT LIABILITY AFTER INSURANCE IS RECORDED AT THE AMOUNT UNPAID BY THE PATIENT.
Schedule H, Part III, Line 3 Bad Debt Expense MethodologyPATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS, ON THE WEBSITE, AND A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. IN ORDER TO QUALIFY A PATIENT MUST APPLY AND MEET FINANCIAL ASSISTANCE POLICY (FAP)REQUIREMENTS.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnoteTHE TEXT OF THE FOOTNOTE TO WAKEMED'S FINANCIAL STATEMENTS REGARDING BAD DEBT EXPENSE IS AS FOLLOWS: "WAKEMED HAS PRESENTED ITS PROVISION FOR UNCOLLECTIBLE ACCOUNTS AS A DIRECT REDUCTION OF PATIENT SERVICE REVENUE. BASED ON MANAGEMENT'S INTERPRETATION OF THE REQUIREMENTS OF GASB STATEMENT NO. 34, GOVERNMENTAL HEALTH CARE ORGANIZATIONS ARE REQUIRED TO PRESENT UNCOLLECTIBLE ACCOUNTS AS A COMPONENT OF NET PATIENT SERVICE REVENUE RATHER THAN WITHIN OPERATING EXPENSES."
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costsTreatment of Medicare Shortfall as Community Reports WakeMed believes that all of the $126,509,171 medicare shortfall should be considered a community benefit. The IRS community benefit standard includes the provision of care to the elderly and medicare patients. Medicare shortfalls must be absorbed by the WakeMed hospitals in order to continue treating the elderly in our community. This year, medicare accounted for 38.2% of hospital revenue. The hospital provides care regardless of this shortfall and thereby relieves the federal government.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistanceAPPLICATION OF COLLECTION PRACTICES TO THOSE QUALIFYING FOR FINANCIAL ASSISTANCE WAKEMED PROVIDES MANY OPPORTUNITIES TO EDUCATE PATIENTS ON OUR FINANCIAL ASSISTANCE PROGRAM PRIOR TO DISCHARGE AND AGAIN WHEN THE FIRST BILL IS RECEIVED. IN ORDER TO MAKE SURE WE REACH OUT TO OUR PATIENTS, WE SEND AT LEAST FOUR STATEMENTS AND ALSO MAKE FOLLOW-UP CALLS. EACH STATEMENT REFERENCES THE FINANCIAL ASSISTANCE PROGRAM AND INCLUDES A PLAIN LANGUAGE SUMMARY OF OUR FINANCIAL ASSISTANCE PROGRAM. PATIENTS ARE SCREENED FOR FINANCIAL ASSISTANCE AND ARE GIVEN OPPORTUNITIES TO APPLY. IF A PATIENT CHOOSES NOT TO APPLY, OR DOES NOT QUALIFY, THEY ARE GIVEN THE OPPORTUNITY FOR OTHER PAYMENT ARRANGEMENTS. IF THE PATIENT DID NOT APPLY FOR FINANCIAL ASSISTANCE AND ENDS UP IN COLLECTIONS, AN APPLICATION FOR FINANCIAL ASSISTANCE IS PROVIDED. PRIOR TO SENDING TO COLLECTIONS, ALL PATIENT ACCOUNTS ARE ROUTED THRU A PRESUMPTIVE CHARITY PROCESS WHERE THEY ARE AUTOMATICALLY SCREENED FOR ASSISTANCE. THE PATIENT AT THAT POINT HAS THE OPPORTUNITY TO APPLY; ALL COLLECTION EFFORTS CEASE ONCE THE APPLICATION IS RECEIVED, EVEN IF THE APPLICATION IS MISSING DOCUMENTATION.
Schedule H, Part V, Section B, Line 16a FAP websiteA - WAKEMED CARY HOSPITAL: Line 16a URL: SEE PART V, LINE 16J;
Schedule H, Part V, Section B, Line 16b FAP Application websiteA - WAKEMED CARY HOSPITAL: Line 16b URL: SEE PART V, LINE 16J;
Schedule H, Part V, Section B, Line 16c FAP plain language summary websiteA - WAKEMED CARY HOSPITAL: Line 16c URL: SEE PART V, LINE 16J;
Schedule H, Part VI, Line 2 Needs assessmentNEEDS ASSESSMENT THE COMMUNITY NEEDS ASSESSMENT IS A PROCESS THAT HELPS TO IDENTIFY FACTORS AFFECTING OUR COUNTY, DETERMINE RESOURCES NEEDED TO ADDRESS THESE FACTORS, AND DEVELOP A PLAN OF ACTION TO ADDRESS THE NEEDS OF THE COMMUNITY WE SERVE. THE ASSESSMENT WAS LED BY LIVE WELL WAKE IN COLLABORATION WITH NINE ORGANIZATIONS INCLUDING THE AREA'S OTHER HEALTH SYSTEMS (UNC REX, DUKE HEALTH RALEIGH HOSPITAL, ADVANCE COMMUNITY HEALTH, ALLIANCE HEALTH, CITRIX, WAKE COUNTY HEALTH AND HUMAN SERVICES, AND WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION. THE PROCESS BEGAN IN JUNE 2021 AND THE FINAL REPORT WAS PUBLISHED IN APRIL 2022. THE CHNA CAN BE FOUND ON THE WAKEMED WEBSITE: https://www.wakemed.org/assets/documents/community/2022-full-report-final.pdf IN ADDITION TO THIS PRIMARY DATA, WAKEMED'S CORPORATE PLANNING DEPARTMENT COLLECTS AND ANALYZES MULTIPLE OTHER SOURCES OF SECONDARY DATA WHICH HELPS US UNDERSTAND DEMOGRAPHIC, SOCIOGRAPHIC, AND HEALTH TRENDS. WITH THE GOAL OF ENHANCING ACCESS, THE STAFF IS ALSO CHARGED WITH FORECASTING FUTURE NEEDS AND PLANNING TO MEET THOSE NEEDS. THIS PROCESS INCLUDES A CAREFUL ANALYSIS OF CURRENT SYSTEM CAPACITIES AND PROJECTS FUTURE NEEDED CAPACITY TO MEET POPULATION GROWTH AND DEMOGRAPHIC CHANGES. IN 2017, THE WAKE COUNTY BOARD OF COMMISSIONERS APPOINTED A POPULATION HEALTH TASK FORCE. THE TASK FORCE CONSIDERED A WEALTH OF DATA, RESEARCH, COMMUNITY FEEDBACK, AND NATIONAL BEST PRACTICES. AS A CONCEPT OF HEALTH, "POPULATION HEALTH" IS DEFINED AS 'THE HEALTH OUTCOMES OF A GROUP OF INDIVIDUALS, INCLUDING THE DISTRIBUTION OF SUCH OUTCOMES WITHIN THE GROUP.' IT IS AN APPROACH THAT CONSIDERS BOTH HEALTH OUTCOMES AND THE DETERMINANTS OF THOSE OUTCOMES. OUR GOAL IS TO EMPLOY A BROAD DEFINITION OF "HEALTH" WHICH IS A STATE OF COMPLETE PHYSICAL, MENTAL, AND SOCIAL WELL-BEING NOT MERELY THE ABSENCE OF DISEASE OR INFIRMITY. STUDIES SHOW THAT ONLY 20 PERCENT OF HEALTH OUTCOMES ARE ACHIEVED THROUGH THE PROVISION OF MEDICAL CARE - THE REST IS A COMBINATION OF A PERSON'S GENETICS, HEALTHY BEHAVIORS, SOCIAL AND ECONOMIC FACTORS, AND THE PHYSICAL ENVIRONMENT. THIS BROAD DEFINITION OF "HEALTH" CANNOT BE ACHIEVED SOLELY BY THE PROVISION OF AFFORDABLE, ACCESSIBLE, AND QUALITY HEALTHCARE. IT CAN ONLY BE ACHIEVED BY ALIGNING MEDICAL CARE WITH "SOCIAL DETERMINATIONS OF HEALTH" TO MAKE PREVENTION AND WELLNESS ACTIVITIES THE EASY CHOICE AND IMPROVE HEALTH THROUGHOUT ALL STAGES OF LIFE. UNDERSTANDING THAT HEALTH IS IMPACTED BY MORE THAN MEDICAL CARE - INCLUDING SUCH THINGS AS ACCESS TO FOOD, HOUSING, EMPLOYMENT, EDUCATION, SOCIAL SUPPORT, AND A CLEAN ENVIRONMENT - LIVE WELL WAKE STRIVES TO MAKE WAKE COUNTY A HEALTHIER PLACE TO LIVE FOR EVERYONE. LIVE WELL WAKE HAS EMERGED FROM THE WORK OF TWO PRE-EXISTING EFFORTS. THE WAKE COUNTY POPULATION HEALTH TASK FORCE, INITIATED BY THE BOARD OF COMMISSIONERS IN 2018, IDENTIFIED THE NEED FOR A STRUCTURED APPROACH TO CONVENING PARTNERS IN ORDER TO REALIZE THE TASK FORCE'S RECOMMENDATIONS. THIS STRUCTURE ALSO ENSURES ALIGNMENT WITH THE ONGOING COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, WHICH IDENTIFIES THE HEALTH AND RESOURCE NEEDS OF WAKE COUNTY. THROUGH BRINGING TOGETHER STAKEHOLDERS IN THE BROADER COMMUNITY, GOVERNMENT, HEALTHCARE, AND BUSINESS, LIVE WELL WAKE AIMS TO ADDRESS WAKE COUNTY'S BIGGEST CHALLENGES AS OUTLINED BY THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. WORKING GROUPS HAVE BEEN FORMED TO ADDRESS THOSE SIX AREAS AND, USING A RESULTS-BASED ACCOUNTABILITY FRAMEWORK, WILL AIM TO ACCELERATE PROGRESS TOWARDS MAKING THE LIVES OF ALL PEOPLE IN WAKE COUNTY BETTER.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistancePATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS, AND A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. THIS INFORMATION IS ALSO AVAILABLE ON THE WEBSITE. IN ORDER TO QUALIFY, A PATIENT MUST APPLY AND MEET THE FAP REQUIREMENTS. WAKEMED POSTS THE REQUIRED EMTALA NOTICE AT ALL PORTALS OF ENTRY WHERE AN EMERGENCY DEPARTMENT IS PRESENT. THE SIGNAGE NOTES THAT WAKEMED PARTICIPATES IN THE MEDICARE PROGRAM. THE WAKEMED WEBSITE PROVIDES DETAILED INFORMATION REGARDING FINANCIAL ASSISTANCE AND CHARITY CARE. THE PATIENT BILLING AND FINANCIAL INFORMATION POLICY IS INCLUDED IN ALL INPATIENTS' "MY IMPORTANT PAPERS" FOLDER AND IS ADDRESSED IN THE PATIENT INFORMATION GUIDE AVAILABLE IN ALL INPATIENT ROOMS. IN ADDITION, THE FINANCIAL ASSISTANCE FORM IS LOCATED ON THE WEBSITE FOR ANY PATIENT TO COMPLETE AND SUBMIT. AS PART OF THE INTAKE PROCESS/REGISTRATION FOR ALL PATIENTS, WAKEMED PROVIDES A COPY OF THE PATIENT BILLING AND FINANCIAL INFORMATION POLICY, WHICH REFERS PATIENTS TO PATIENT FINANCIAL SERVICES IF THEY HAVE CONCERNS REGARDING THEIR ABILITY TO PAY THE BILL. ALL INPATIENTS AND PATIENTS SCHEDULED FOR OUTPATIENT PROCEDURES, AND WHO ARE DESIGNATED "UNINSURED" AT THE TIME OF ADMISSION, ARE CONTACTED PERSONALLY BY A FINANCIAL COUNSELOR. IN ADDITION, ANY PATIENT, REGARDLESS OF INSURANCE COVERAGE, MAY REQUEST TO SEE A FINANCIAL COUNSELOR. THE FINANCIAL COUNSELOR WILL ASSESS POSSIBLE MEDICAID ELIGIBILITY AND PROVIDE AN APPLICATION/FINANCIAL STATEMENT THAT IS SUBMITTED TO PATIENT FINANCIAL SERVICES TO REQUEST ASSISTANCE WITH MEDICAL EXPENSES. WAKEMED ALSO HAS ON-SITE EMPLOYEES FROM WAKE COUNTY HUMAN SERVICES TO PROCESS MEDICAID APPLICATIONS FOR RESIDENTS OF WAKE COUNTY. ANY PATIENT WHO IS UNISURED AND MAY BE ELIGIBLE FOR DISABILITY IS REFERRED TO A WAKEMED DISABILITY SPECIALIST WHO ASSISTS WITH THE APPLICATION. WAKEMED INCLUDES INFORMATION REGARDING FINANCIAL ASSISTANCE TO ALL PATIENT BILLING STATEMENTS.
Schedule H, Part VI, Line 4 Community informationWHILE WAKEMED SERVES PATIENTS FROM ALL OF NORTH CAROLINA'S 100 COUNTIES AND BEYOND, ITS PRIMARY SERVICE AREA CAN BEST BE DESCRIBED AS THE COUNTIES CONTIGUOUS TO WAKE COUNTY. THE VAST MAJORITY OF PATIENTS COME FROM WAKE AND JOHNSTON COUNTIES. BOTH COUNTIES HAVE RAPIDLY GROWING SMALLER/SUBURBAN COMMUNITIES CENTERED AROUND THE CAPITAL CITY OF RALEIGH. THESE COMMUNITIES LOOK TO RALEIGH AS THEIR PRIMARY SOURCE FOR TERTIARY LEVEL CARE. THE MARKET IS DEMOGRAPHICALLY DIVERSE AND FIERCELY COMPETITIVE WITH THREE MAJOR HEALTH SYSTEMS COMPETING AGAINST ONE ANOTHER. WAKEMED SHOULDERS THE VAST MAJORITY OF CARE FOR WAKE COUNTY'S UNINSURED AND UNDERINSURED, OFTEN EXCEEDING 80% OF THE BURDEN IN WAKE COUNTY. WAKE COUNTY WAS FOUNDED IN 1771 AND OCCUPIES APPROXIMATELY 860 SQUARE MILES IN THE PIEDMONT REGION OF NORTH CAROLINA. IN 1792, THE CITY OF RALEIGH WAS NAMED THE CAPITAL OF NORTH CAROLINA AND IT REMAINS THE MOST POPULOUS MUNICIPALITY IN WAKE COUNTY. WAKE COUNTY IS HOME TO 12 MUNICIPALITIES. WITH A POPULATION IN EXCESS OF 1,100,000 RESIDENTS, WAKE COUNTY IS THE MOST POPULOUS COUNTY IN THE STATE. WAKE COUNTY HAS EXPERIENCED SIGNIFICANT POPULATION GROWTH OVER RECENT YEARS; THIS GROWTH IS EXPECTED TO CONTINUE ACCORDING TO DATA FROM THE N.C. OFFICE OF STATE BUDGET AND MANAGEMENT, WAKE COUNTY IS PROJECTED TO GROW AT A HIGHER ANNUAL RATE THAN ITS PEER GEOGRAPHIES AT 1.75 PERCENT ANNUALLY FROM 2020 TO 2025, WITH THE ADDITION OF OVER 103,000 PEOPLE. JOHNSON COUNTY IS LOCATED SOUTH OF WAKE AND IS TRANSORMING FROM A RURAL TO SUBURBAN COUNTY. JOHNSON COUNTY IS CURRENTLY THE FASTEST-GROWING COUNTY IN NORTH CAROLINA, WITH A POPULATION PROJECTED TO INCREASE BY OVER 17 PERCENT FORM 2020-2025. AS SHOWN IN THE TABLE BELOW, THE TOTAL POPULATION RESIDENTS OF THESE TWO COUNTIES CURRENTLY EXCEED 1.3 MILLION, AND THAT POPULATION IS PROJECTED TO CONTINUE TO GROW RAPIDLY. THE POPULATION IS FAIRLY DIVERSE. RACE AND ETHNICITY INFORMATION ARE ALSO PRESENTED IN THE TABLE. WAKE COUNTY JOHNSTON COUNTY TOTAL 2020 1,134,824 217,723 1,352,547 2025 1,237,890 256,452 1,494,342 %CHANGE 9.1% (1.75%/ANNUM) 17.8% (3.33%/ANNUM) 10.5% (2.01%/ANNUM) RACE AND ETHNICITY 2025 WHITE 66% 76% 68% BLACK 18% 17% 18% ASIAN 11% 1% 9% OTHER/UNKNOWN 5% 4% 4% HISPANIC* 13% 21% 14% *(NOT CONSIDERED A RACE, INCLUDED IN TOTALS ABOVE)
Schedule H, Part VI, Line 5 Promotion of community healthSINCE OPENING IN 1961, WAKEMED HAS BEEN AN INSTITUTION WITH AN UNWAVERING COMMITMENT TO THE COMMUNITIES IT SERVES BY IMPROVING THE HEALTH OF THE INDIVIDUALS AND FAMILIES WE SERVE. TODAY, WAKEMED OFFERS A BROAD RANGE OF PREVENTIVE, PRIMARY, ACUTE, AND TERTIARY SERVICES. AS WAKE COUNTY'S LARGEST PRIVATE EMPLOYER AND A CORNERSTONE OF THE COMMUNITY, WAKEMED IS AN ASSET RESIDENTS CAN DEPEND ON NOT ONLY FOR THE HIGHEST QUALITY OF HEALTH CARE INSIDE THE HOSPITAL AND OUTPATIENT FACILITIES, BUT FOR COMMUNITY OUTREACH IN THE FORM OF SCREENINGS, CLASSES, SEMINARS, HEALTH FAIRS, PREVENTIVE PROGRAMS, SUPPORT GROUPS, AND OTHER OUTREACH INITIATIVES. WITH THE EXPANSION OF OUR 37 FOOT MOBILE TRUCK, WE HAVE BEEN ABLE TO PROVIDE ACCESS TO VARIOUS SERVICES FOR MANY HIGH RISK TARGET GROUPS IN THE COUNTY. THE MAJORITY OF THE PROGRAMS ARE FREE AND ALL ARE DESIGNED TO IMPROVE HEALTH, EDUCATE, AND ENLIGHTEN BY OFFERING ACCESS TO EXPERTS, RESOURCES, AND HEALTH INFORMATION. IN ADDITION, OUR 2000+ PERSON MEDICAL STAFF IS OPEN AND COMPRISED PRIMARILY OF INDEPENDENT PRACTITIONERS, ALTHOUGH THE NUMBER OF EMPLOYED PHYSICIANS IS GROWING AND NOW TOTALS MORE THAN 450 PHYSICIANS. EACH YEAR WE SERVE, SUPPORT, AND WORK CLOSELY WITH THE COMMUNITY IN MANY WAYS. WE ABSORB THE HEALTH CARE COSTS OF THOSE WHO COME TO US UNABLE TO PAY FOR THEIR CARE. WE EDUCATE AND TRAIN PHYSICIANS AND CAREGIVERS. WE DEVELOP NEW SERVICES AND INITIATIVES TO ENHANCE ACCESS AND MEET THE NEEDS OF THE UNDERSERVED. WE PARTNER WITH A VARIETY OF COMMUNITY-BASED ORGANIZATIONS TO DEVELOP PROGRAMS THAT ANSWER A SPECIFIC COMMUNITY HEALTH NEED. WE PROVIDE DONATIONS TO COMMUNITY CHARITIES AND ORGANIZATIONS WHOSE GOALS SUPPORT OUR MISSION. AND WE OFFER A HOST OF COMMUNITY OUTREACH AND EDUCATION PROGRAMS TARGETED TO THE UNDERSERVED AND AT-RISK POPULATIONS FOR CARDIOVASCULAR DISEASE, DIABETES, STROKE, AND AVOIDABLE INJURIES, AMONG OTHERS. THESE EFFORTS ARE CONSOLIDATED IN A COMMUNITY BENEFIT REPORT AVAILABLE ON OUR WEBSITE: HTTPS://WWW.WAKEMED.ORG/ASSETS/DOCUMENTS/COMMUNITY/COMM-BENEFIT-REPORT-202 0.PDF BEYOND THE CARE CURRENTLY PROVIDED WITHIN OUR FACILITIES, WAKEMED CONTINUES TO DEVELOP PROGRAMS AND SERVICES IN THOSE AREAS WHICH ARE UNDERSERVED AND ARE GROWING. ACCESS TO PRIMARY CARE PROVIDERS IS A CRITICAL NEED. AS A RESULT, WE CONTINUE TO EXPAND OUR NETWORK OF PRIMARY CARE PROVIDERS WHO SERVE COMMUNITY RESIDENTS, REGARDLESS OF THEIR ABILITY TO PAY. WAKEMED HELPS IMPROVE THE HEALTH OF THE COMMUNITY BY OUTREACH THAT TAKES ON MANY FORMS FROM THE DIRECT PROVISION OF CARE TO MENTORING AT-RISK YOUTH. AREAS OF FOCUS FOR THE SYSTEM ARE CENTERED ON: -IMPROVED ACCESS TO CARE THROUGH GEOGRAPHICALLY DISPERSED OUTPATIENT FACILITIES, PRIMARY CARE PHYSICIANS, EMERGENCY DEPARTMENTS, AND NOW VIRTUAL CARE OPTIONS. WE ALSO WORK CLOSELY WITH THE COMMUNITY TO IMPROVE ACCESS AND AFFORDABILITY FOR THE UNDERSERVED POPULATIONS OF THE COMMUNITY. THIS IS DONE IN PART BY COLLABORATING WITH COMMUNITY PARTNERS SO THAT HEALTH CARE GAPS ARE ADDRESSED. -WORKING CLOSELY WITH PATIENTS AND THE COMMUNITY TO PROMOTE AND SUPPORT THE OPTIMAL PREVENTION AND MANAGEMENT OF CHRONIC DISEASES, INJURIES AND ILLNESS IN OUR MOST VULNERABLE POPULATIONS, ESPECIALLY CHILDREN. WE ALSO HAVE AN INCREASED FOCUS ON IMPROVING AND MAINTAINING CARDIOVASCULAR HEALTH, WITH AN EMPHASIS ON ADDRESSING HEART DISEASE, STROKE, AND DIABETES PERTINENT TO BUILDING A HEALTHIER COMMUNITY. -DEVELOPMENT OF A COMPREHENSIVE POPULATION HEALTH PROGRAM ANCHORED BY AN ACCOUNTABLE CARE ORGANIZATION WITH OVER 200,000 COVERED LIVES FROM PARTNERING WITH CMS AND THE MAJOR INSURERS WITHIN THE MARKET. WITH A FOCUS ON QUALITY AND COORDINATION OF CARE, PATIENTS ARE RECEIVING VALUE AND IMPROVING THEIR HEALTH. -DEVELOPMENT OF A COMMUNITY HEALTH POPULATION PROGRAM THAT WORKS WITH OUR MOST VULNERABLE POPULATIONS TO ADDRESS BOTH THEIR HEALTH AND SOCIAL NEEDS SUCH AS A MEDICAL HOME, MEDICATION, HOUSING, AND MORE. IT IS MADE POSSIBLE BY GRANTS AND PARTNERING WITH OTHER COMMUNITY BASED ORGANIZATIONS. -CONTINUING EFFORTS TO EDUCATE HEALTHCARE PROVIDERS OF TODAY AND TOMORROW RECOGNIZING THAT THESE EFFORTS WILL ENSURE A SKILLED WORKFORCE WHICH ULTIMATELY BUILDS A HEATHIER AND STRONGER COMMUNITY. -PROVIDING SUPPORT AND LEADERSHIP IN COMMUNITY BUILDING ACTIVITIES THAT ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS. WE ALSO ENCOURAGE EMPLOYEE, VOLUNTEER AND PHYSICIAN PARTICIPATION, PHILANTHROPIC SUPPORT, AND VOLUNTEERISM IN THE COMMUNITY.
Schedule H, Part VI, Line 7 State filing of community benefit reportNC

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Wake County Human Services
PO Box 46833RaleighNC27620566000376Governmental$727,920General Support
Alliance Medical Ministry
101 Donald Ross DriveRaleighNC27610562168673501(c)3$376,000Medical Care
Wake County Medical Society Capital Care Collaborative
2500 Blue Ridge RoadRaleighNC27607561150521501(c)6$250,000Medical Care
Healing Transitions International
1251 Goode StreetRaleighNC27603562135246501(c)3$125,000General Support
Debnam Clinic
1501 Poole RoadRaleighNC27610561977593$101,031Medical Care
WakeMed Foundation
3000 New Bern AvenueRaleighNC27601561916549501(c)3$100,875General Support
Capital Area Soccer League dba NC FC Youth
5017 Memory RdRaleighNC27609237441292501(c)3$65,000General Support
Alliance Medical Ministry
101 Donald Ross DriveRaleighNC27610562168673501(c)3$30,000General Support
THE FAMILY VIOLENCE PREVENTION CENTER INC
1012 Oberlin RoadRaleighNC27605581320613501(c)3$30,000General Support
Marbles Kids Museum
201 E Hargett StRaleighNC27601581647538501(c)3$20,000General Support
Pretty in Pink Foundation
5171 Glenwood AvenueRaleighNC27612201162702501(c)3$17,800General Support
Urban Ministries of Wake County
1390 Capital BoulevardRaleighNC27603581422700501(c)3$16,600General Support
East Coast Greenway Alliance Inc
5826 Fayetteville RoadDurhamNC27713043326812501(c)3$12,000General Support
Interfaith Food Shuttle
1001 Blair DriveRaleighNC27603561753180501(c)3$10,000General Support
NCIAP People's Medical Care
5720 Creedmoor RoadRaleighNC27612274744637501(c)3$10,000General Support
American Heart Association
PO Box 4002900Des MoinesIA503402900135613797501(c)3$9,340General Support
March of Dimes
PO Box 18819AtlantaGA31126131846366501(c)3$7,500General Support
Band Together
PO Box 6445RaleighNC27628562273756501(c)3$7,050General Support
Foundation of Hope
9401 Glenwood AvenueRaleighNC27617566246626501(c)3$6,160General Support
FieldValueIRS element (for citing)
Total501c3 Org17Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
lodging for 47 families from Ronald McDonald House47$97,123FMV1,138 night stays at Heart Center Inn
Prescription Drugs donations5536$27,234FMVPrescription Drugs
Supplies Donation1876345$704,199FMVDonation of supplies to United Ukraine

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDSFormAndLineReferenceDesc
ExplanationALL GRANT/FUNDING REQUESTS MUST BE MADE IN WRITING. FREQUENTLY, MEETINGS ARE HELD WITH REQUESTING ORGANIZATIONS TO ENSURE THE REQUESTS ARE IN ACCORDANCE WITH OUR GOALS AND GUIDELINES RELATED TO DONATIONS AND SPONSORSHIPS. ALL DONATIONS ARE COORDINATED THROUGH ONE DEPARTMENT AND ARE TRACKED AND LOGGED ON A SPREADSHEET WITH A QUICK REFERENCE TO THE REASON FOR THE GIFT. IN MOST CASES, WAKEMED TRACKS HOW THE GIFT WAS USED, THE OUTCOMES, AND THE BENEFITS TO THE COMMUNITY. IN THE CASE OF LARGE GRANTS, THE ORGANIZATION IS ALSO ASKED FOR A REPORT OF THE RESULTS AND THE IMPACT.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssfalseWrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (32 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Denise Warren (until 123120)
FORMER EVP & COO$22,845$0$37,725$0$637,759$0$1,418$0$0$0$699,747$0$0$0
Rick Carrico
EVP & Chief Financial Officer$586,370$0$199,326$0$27,633$0$17,400$0$29,684$0$860,413$0$0$0
Donald Gintzig
President & CEO$1,172,452$0$765,064$0$60,787$0$17,400$0$22,422$0$2,038,125$0$0$0
Thomas Gough
EVP & Chief Operating Officer$587,286$0$134,452$0$18,122$0$17,400$0$1,881$0$759,141$0$0$0
Theodore Lotchin
VP & Chief Compliance & Privacy Officer$325,279$0$60,858$0$513$0$17,400$0$24,761$0$428,811$0$0$0
Betsy Gaskins-McClaine
FORMER VP, HEART & VASCULAR$219,212$0$30,609$0$12,387$0$14,862$0$8,455$0$285,525$0$0$0
Jeanene Martin (until 920)
Former SVP, Human Resources$119,259$0$64,500$0$12,911$0$8,521$0$7,057$0$212,248$0$0$0
Cynthia Alness-Boily
SVP - Operations & CNO$379,310$0$90,377$0$26,450$0$17,400$0$21,748$0$535,285$0$0$0
Rebecca Andrews
SVP & Administrator Raleigh$450,367$0$114,174$0$26,490$0$17,400$0$11,198$0$619,629$0$0$0
Valerie Barlow
VP, Clinical & Support Services$323,577$0$71,509$0$1,711$0$17,400$0$27,278$0$441,475$0$0$0
Karen Bash
Chief Medical Officer, North$342,124$0$45,009$0$2,222$0$17,400$0$16,373$0$423,128$0$0$0
Shondra Brink
VP, Wake Physician Practices$265,537$0$62,560$0$3,843$0$16,733$0$9,265$0$357,938$0$0$0
Seth Brody
SVP, Physician Services$498,321$0$167,106$0$2,298$0$17,400$0$0$0$685,125$0$0$0
Thomas Cavender
VP, Facilities & Construction$307,491$0$56,614$0$33,596$0$17,400$0$11,023$0$426,124$0$0$0
Christine Craig
VP, Governmental Affairs$274,785$0$50,822$0$15,780$0$17,400$0$16,224$0$375,011$0$0$0
Christopher DeRienzo
SVP & Chief Quality Officer & CMO$559,305$0$133,893$0$620$0$17,400$0$24,041$0$735,259$0$0$0
Charles Harr
Chief Medical Officer, Raleigh$420,541$0$73,653$0$5,700$0$17,400$0$3,036$0$520,330$0$0$0
Gayla Harvey
VP, Payor Strategy & Managed Care Contracting$282,998$0$19,655$0$59,400$0$15,573$0$7,786$0$385,412$0$0$0
Thomas Hughes
Vice President of Operations, Community Hospitals$304,569$0$64,706$0$1,321$0$15,411$0$3,003$0$389,010$0$0$0
Susan James
VP & Chief Legal Officer$407,655$0$75,510$0$1,008$0$17,400$0$24,041$0$525,614$0$0$0
Carolyn Knaup
SVS - Strategic Ventures & Ambulatory Operations$350,686$0$82,931$0$16,955$0$17,400$0$19,868$0$487,840$0$0$0
Debra Laughery
VP, Marketing & Communications$277,572$0$50,556$0$19,381$0$17,400$0$735$0$365,644$0$0$0
Harold Lawson (until 8312022)
VP, Revenue Cycle$311,876$0$31,093$0$36,190$0$17,400$0$26,090$0$422,649$0$0$0
Peter Marks
VP & Chief Information Officer$371,944$0$68,462$0$22,203$0$17,400$0$4,521$0$484,530$0$0$0
John Perry
VP, Medical Information$355,390$0$85,457$0$1,632$0$17,400$0$27,094$0$486,973$0$0$0
Stephanie Sessoms
VP, Finance$266,840$0$49,842$0$1,155$0$15,168$0$19,672$0$352,677$0$0$0
Rick Shrum
VP & Chief Strategy Officer$349,056$0$64,866$0$5,254$0$17,400$0$21,542$0$458,118$0$0$0
Bryon Boulton
Physician$1,064,942$0$255,952$0$11,812$0$17,400$0$24,344$0$1,374,450$0$0$0
Jonathan Chappell
Physician$623,435$0$403,153$0$9,016$0$8,700$0$25,544$0$1,069,848$0$0$0
Gurvinder Deol
Physician$862,566$0$457,551$0$14,142$0$17,400$0$29,684$0$1,381,343$0$0$0
Ashish Patel
Physician$577,990$0$698,566$0$18,120$0$17,400$0$0$0$1,312,076$0$0$0
Judson Williams
Physician$931,602$0$263,039$0$34,934$0$17,400$0$26,721$0$1,273,696$0$0$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsTAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE PAID TO SOME KEY EMPLOYEES. THEY ARE INCLUDED IN TAXABLE INCOME.
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expensesTAX GROSS-UPS FOR KEY EMPLOYEES ARE COVERED BY THE EMPLOYEE AGREEMENT OR ARE APPROVED BY THE BOARD OF DIRECTORS.
Schedule J, Part I, Line 4a Severance or change-of-control paymentDENISE WARREN RECEIVED $637,113 IN SEVERANCE PAYMENTS.
Schedule J, Part I, Line 7 Non-fixed paymentsWAKEMED HAS INCENTIVE-BASED PROGRAMS THAT ARE DRIVEN BY ACCOMPLISHING TARGETS ASSOCIATED WITH QUALITY OF CARE FOR DISCHARGE INSTRUCTIONS, PATIENT SATISFACTION, AND MINIMUM OPERATING BENEFITS.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1PUBLIC FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN273866124BondIssuerEIN
CUSIP74442CBZ6CUSIPNum
Bond Issued2019-04-10BondIssuedDt
Issue Price$380,794,512IssuePriceAmt
PurposeSEE PART VIPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$380,794,512TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$2,909,859IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$80,000,000CapitalExpendituresAmt
Other Spent Proceeds$297,884,653OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2022SubstantialCompletionYr
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsYes (true)RefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsYes (true)AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropYes (true)MgmtContractBondFincdPropInd
Engage Bond Counsel ContractsYes (true)EngageBondCounselContractsInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.0PrivateBusUseByOthersPct
Private Bus Concerning UBI0.0PrivateBusConcerningUBIPct
Total Private Business Use0.0TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetYes (true)RebateNotDueYetInd
Exception To RebatefalseExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule K, Part I PART I, A(F)EFFECTIVE APRIL 1, 2019, WAKEMED, THROUGH THE PUBLIC FINANCE AUTHORITY (THE 'AUTHORITY"), ISSUED $207,650 OF HOSPITAL REVENUE BONDS, SERIES 2019A ('SERIES 2019A BONDS"), $79,045 OF HOSPITAL REVENUE BONDS, SERIES 2019B ("SERIES 2019B BONDS"), AND $79,045 OF HOSPITAL REVENUE BONDS, SERIES 2019C ("SERIES 2019C BONDS"). A PORTION OF THE SERIES 2019A BONDS PROCEEDS WERE USED TO REFUND THE OUTSTANDING SERIES 2009B AND 2009C BONDS AS WELL AS PARTIALLY REFUND THE OUTSTANDING SERIES 2012A BONDS. THE REMAINING PROCEEDS OF THE SERIES 2019A BONDS WILL BE USED TO PAY FOR THE EXPANSION OF WAKEMED CARY HOSPITAL AND FUND CAPITAL IMPROVEMENTS AND EQUIPMENT PURCHASES AT WAKEMED'S VARIOUS HOSPITALS. THE PROCEEDS OF THE SERIES 2019B AND 2019C BONDS WERE USED TO REFINANCE TWO OUTSTANDING TAXABLE TERM LOANS. THE LOANS WERE TO FINANCE COSTS ASSOCIATED WITH NORTH HOSPITAL AND INFORMATION TECHNOLOGY IMPLEMENTATION PROJECTS. THEY WERE ALSO USED TO PURCHASE TWO PREVIOUSLY LEASED BUILDINGS, RALEIGH MEDICAL PARK AND BRIER CREEK HEALTHPLEX.
Schedule K, Part I PART I, A(E): PRICE VARIANCE$13,925,283 ISSUE PRICE VARIANCE IS PREMIUM PAID AT 2019A ISSUANCE.
Schedule K, Part II, Line 3 SCHEDULE K, PART II, 3, COLUMNS ATOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS.
Schedule K, Part IV, Line 2cARBITRAGE REBATE CALCULATION IS NOT REQUIRED UNTIL 2024 FOR A. FIRST REBATE CALCULATION IS DUE 5 YEARS AFTER ISSUANCE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
BOX C: ALSO DOING BUSINESS AS1. WAKEMED HEALTH & HOSPITALS 2. WAKEMED RALEIGH CAMPUS 3. WAKEMED CARY HOSPITAL 4. WAKEMED APEX HEALTHPLEX 5. WAKEMED NEW BERN AVENUE CAMPUS 6. WAKEMED - REHAB 7. WAKE MEDICAL CENTER 8. WESTERN WAKE HOSPITAL 9. WAKE HEART CENTER 10. WESTERN WAKE MEDICAL CENTER 11. WAKE REHABILITATION HOSPITAL 12. WAKE AREA HEALTH EDUCATION CENTER 13. WAKE AHEC 14. WAKEMED HOME CARE 15. WAKEMED - WESTERN WAKE MEDICAL CENTER 16. WAKEMED NORTH HOSPITAL 17. WAKEMED CLAYTON MEDICAL PARK 18. WAKEMED CARY OUTPATIENT REHAB CENTER 19. WAKEMED WAKE FOREST ROAD OUTPATIENT REHAB CENTER 20. WAKEMED HOME HEALTH 21. WAKEMED EMERGENCY SERVICES INSTITUTE 22. WAKEMED MOBILE CRITICAL CARE SERVICES 23. WAKEMED BRIER CREEK HEALTHPLEX 24. WAKEMED OUTPATIENT PHARMACY 25. WAKEMED GARNER HEALTHPLEX 26. WAKEMED CHILDREN'S HOSPITAL 27. WAKEMED PROFESSIONAL STAFF 28. WAKEMED CHILDREN 29. WAKEMED CENTER FOR PATIENT SAFETY 30. WAKEMED CENTER FOR INNOVATIVE LEARNING 31. WAKEMED RALEIGH MEDICAL PARK 32. WAKEMED CANCER CARE - HEMATOLOGY & MEDICAL ONCOLOGY 33. WAKEMED CANCER CARE - WAVERLY HEMATOLOGY & MEDICAL ONCOLOGY 34. WAKEMED REHABILITATION HOSPITAL 33. WAKEMED PRIMARY CARE-KNIGHTDALE 34. WAKEMED PRIMARY CARE-NORTH RALEIGH 35. WAKEMED PRIMARY CARE-WAKE FOREST 36. WAKEMED PRIMARY CARE-WEST CARY PARK 37. WAKEMED PRIMARY CARE-FUQUAY VARINA 38. WAKEMED PRIMARY CARE-GARNER 39. WAKEMED PRIMARY CARE-HOLLY SPRINGS 40. WAKEMED PRIMARY CARE-KILDAIRE FARM ROAD 41. WAKEMED CHILDREN'S-PEDIATRICS 42. WAKEMED PRIMARY CARE-APEX 43. WAKEMED PHYSICIAN PRACTICES 44. WAKEMED PRIMARY CARE-BRIER CREEK 45. WAKEMED PRIMARY CARE-CAMERON VILLAGE 46. WAKEMED PRIMARY CARE-CARY PARKWAY 47. WAKEMED PRIMARY CARE-DOWNTOWN RALEIGH 48. WAKEMED PRIMARY CARE-EMPLOYEE HEALTH 49. WAKEMED PRIMARY CARE-FORESTVILLE CROSSING 50. WAKEMED CHILDREN'S PEDIATRICS-CLAYTON 51. WAKEMED PRIMARY CARE - OBERLIN 52. WAKEMED CHILDREN'S PEDIATRIC PRIMARY CARE - CLAYTON 53. WAKEMED CHILDREN'S PRIMARY CARE - RALEIGH 54. WAKEMED CHILDREN'S PEDIATRIC CARE - KILDAIRE 55. WAKEMED COMMUNITY TOBACCO CESSATION 56. WAKEMED MYCARE 365 PRIAMRY AND URGENT CARE CLAYTON 57. WAKEMED MYCARE 365 PRIMARY AND URGENT CARE FAYETTEVILLE ROAD 58. WAKEMED MYCARE 365 PRIMARY AND URGENT CARE GARNER 59. WAKEMED MYCARE 365 PRIMARY AND URGENT CARE GLENWOOD 60. WAKEMED MYCARE 365 PRIMARY AND URGENT CARE WAKE FOREST 61. WAKMED MYCARE 365 PRIMARY AND URGENT CARE WEST CARY 62. WAKEMED MYCARE 365 PRIMARY AND URGENT CARE ZEBULON 63. WAKEMED URGENT CARE 64. TRIANGLE SINUS CENTER 65. WAKEMED UROLOGY 66. WAKEMED BARIATRICS SURGERY & MEDICAL WEIGHT LOSS 67. WAKEMED WAKE ORTHOPAEDICS 68. WAKEMED CHILDREN'S-PEDIATRIC MINOR PROCEDURES 69. WAKEMED CHILDREN'S-PEDIATRIC PULMONOLOGY 70. WAKEMED CHILDREN'S-PEDIATRIC SURGERY 71. WAKEMED CHILDREN'S-PEDIATRIC WEIGHT MANAGEMENT 72. WAKEMED CHILDREN'S-PEDIATRIC BEHAVIORAL HEALTH 73. WAKEMED CHILDREN'S-PEDIATRIC CARDIOLOGY 74. WAKEMED CHILDREN'S-PEDIATRIC ENDOCRINOLOGY 75. WAKEMED CHILDREN'S-GASTROENTEROLOGY 76. WAKEMED CHILDREN'S-PEDIATRIC INTENSIVIST 77. WAKEMED CHILDREN'S-SPECIAL INFANT CARE 78. WAKEMED CORPORATE HEALTH SERVICES 79. WAKEMED CRITICAL CARE MEDICINE 80. WAKEMED DENTAL SERVICE 81. WAKEMED ENT-HEAD & NECK SURGERY 82. WAKEMED GASTROENTEROLOGY 83. WAKEMED GENERAL SURGERY 84. WAKEMED HEART & VASCULAR-ADVANCED HEART FAILURE 85. WAKEMED HEART & VASCULAR-CARDIOLOGY 86. WAKEMED HEART & VASCULAR-CARDIOVASCULAR & THORACIC SURGERY 87. WAKEMED VASCULAR SURGERY 88. WAKEMED HEART & VASCULAR-COMPLEX ARRHYTHMIA 89. WAKEMED HEART & VASCULAR-STRUCTURAL HEART 90. WAKEMED HOSPITALIST 91. WAKEMED HOSPITALIST-GROUP HOME 92. WAKEMED MATERNAL FETAL MEDICINE 93. WAKEMED MOBILE WELLNESS 94. WAKEMED NEONATOLOGY 95. WAKEMED OBSTETRICS & GYNECOLOGY 96. WAKEMED PEDIATRIC HOSPITAL MEDICINE-SANFORD 97. WAKEMED PHYSICAL THERAPY 98. WAKEMED PSYCHIATRY-HOSPITAL BASED 99. WAKEMED PULMONOLOGY-HOSPITAL BASED 100. WAKEMED PULMONOLOGY 101. WAKEMED TRANSITIONAL HEALTH 102. WAKEMED RHEUMATOLOGY 103. WAKEMED UROGYNECOLOGY 104. WAKEMED CHILDREN'S GASTROENTEROLOGY 105. WAKEMED OUTPATIENT BEHAVIORAL HEALTH 106. WAKEMED PEDIATRIC UROLOGY 107. WAKEMED TOBACCO CESSATION - SPECIALTY 108. WAKMED WESTERN WAKE SURGICAL 109. WAKEMED HEMATOLOGY & MEDICAL ONCOLOGY
Form 990, Part III, Line 4d Description of other program services(Expenses $ 880,188,700 including grants of $ 2,750,832)(Revenue $ 835,469,947) OTHER PROGRAM SERVICES INCLUDE HOSPITAL IN AND OUTPATIENT ANCILLARY CARE SERVICES IN OTHER SPECIALTY AREAS NOT LISTED ABOVE.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyEIGHT MEMBERS OF THE BOARD ARE APPOINTED TO THE BOARD OF DIRECTORS BY WAKE COUNTY.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersTHE WAKE COUNTY BOARD OF COMMISSIONERS HOLDS LIMITED APPROVAL OVER SOME GOVERNING BODY DECISIONS PERTAINING TO ARTICLES V, VI, VII, AND IX IN THE ARTICLES OF INCORPORATION. THE TRANSFER AGREEMENT WITH WAKE COUNTY INDICATES APPROVAL/CONSENT FOR TRANSACTIONS PERTAINING TO SUBSTANTIAL DISPOSITION OF ASSETS AND COVENANTS ON LIENS.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyTHE ENTIRE 990 AND ASSOCIATED SCHEDULES ARE REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS WHO ACKNOWLEDGE THEY HAVE REVIEWED FORMS AND SCHEDULES AND THEN RECOMMEND APPROVAL TO THE BOARD. A FINAL COPY IS PROVIDED TO THE BOARD BEFORE FILING.
Form 990, Part VI, Line 12c Conflict of interest policyTHE ORGANIZATION MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY IN VARIOUS WAYS. EACH YEAR, MEMBERS OF THE BOARD, COMMITTEES WITH BOARD DELEGATE POWERS, CEO, CORPORATE STAFF, EXECUTIVE STAFF, DIRECTORS, AND MANAGERS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE. THOSE INDIVIDUALS ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION OF ANY POTENTIAL CONFLICT OF INTEREST, IDENTIFYING MATERIAL FINANCIAL INTEREST/PERSONAL CONFLICTS OF INTEREST. REMEDIAL MEASURES IMPLEMENTED TO ADDRESS CONFLICTS OF INTEREST INCLUDE ABSTENTION FROM VOTING ON CERTAIN ISSUES AS WELL AS RECUSAL FROM THE DECISION MAKING PROCESS AND PARTICIPATION INVOLVING THE IDENTIFIED ISSUE/AREA. THE CODE OF CONDUCT PROVIDES GUIDANCE ON GIFTS AND TRAVEL. GIFTS SHOULD NOT BE ACCEPTED AND PRIOR TO ANY TRAVEL/LODGING PAID FOR BY A THIRD PARTY, WRITTEN APPROVAL MUST BE OBTAINED FROM AN EXECUTIVE VICE PRESIDENT. ALSO, EMPLOYEES WHO OWN OR WORK IN A PRIVATE BUSINESS OUTSIDE OF WAKEMED ARE NOT ALLOWED TO RECRUIT OR PROMOTE THEIR PRODUCTS AND SERVICES DURING WORK HOURS OR THROUGH WAKEMED PRINTED MATERIALS.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialREVIEW OF COMPENSATION IS PERFORMED BY AN INDEPENDENT FIRM. CEO COMPENSATION IS REVIEWED WITH AN OUTSIDE FIRM EVERY YEAR. EVERY THREE YEARS AN EXECUTIVE COMPETITIVE COMPENSATION REVIEW IS PERFORMED. ON ALTERNATE YEARS, THE SVP/HR PRESENTS MARKET DATA COMPARISONS TO A BOARD OF DIRECTOR'S COMMITTEE FOR REVIEW.
Form 990, Part VI, Line 19 Required documents available to the publicTHE 990 IS AVAILABLE BY REQUEST AND IS PUBLISHED ON GUIDESTAR. FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE THROUGH THE NC MEDICAL CARE COMMISSION AS IT RELATES TO TAX EXEMPT DEBT. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND TRANSFER AGREEMENT ARE PROVIDED EACH YEAR TO WAKE COUNTY COMMISSIONERS AND BECOME PUBLIC INFORMATION. ARTICLES OF INCORPORATION ARE AVAILABLE ON THE NC SECRETARY OF STATE WEBSITE.
Form 990, Part VIII, Line 2f Other Program Service RevenueREL - STHN ALLIANCE - Total Revenue: 526068, Related or Exempt Function Revenue: , Unrelated Business Revenue: 526068, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - CORP/ COMM SVCS - Total Revenue: 704068, Related or Exempt Function Revenue: 704068, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - EDUCATIONAL FEES - Total Revenue: 455898, Related or Exempt Function Revenue: 455898, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - GUEST ROOM - Total Revenue: 285369, Related or Exempt Function Revenue: 285369, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - LIBRARY - Total Revenue: 7637, Related or Exempt Function Revenue: 7637, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - MEDICAL RECORDS - Total Revenue: 8783, Related or Exempt Function Revenue: 8783, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - PHYS CARE & MGMT SVC - Total Revenue: 1139845, Related or Exempt Function Revenue: 1139845, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - STAFF DUES - Total Revenue: 155577, Related or Exempt Function Revenue: 155577, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - ED TELEPHONE TRIAGE - Total Revenue: 194558, Related or Exempt Function Revenue: 194558, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - KIDWKS/CHAPLN TUITION - Total Revenue: 145513, Related or Exempt Function Revenue: 145513, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - VENDING - Total Revenue: 169866, Related or Exempt Function Revenue: 169866, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; REL - OTHER NONOP REVENUE* - Total Revenue: 73333, Related or Exempt Function Revenue: 73333, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; UBI-Grants - Total Revenue: 441446, Related or Exempt Function Revenue: 441446, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; UBI - Mobile MRI - Total Revenue: 117957, Related or Exempt Function Revenue: , Unrelated Business Revenue: 117957, Revenue Excluded from Tax Under Sections 512, 513, or 514: ; UBI - SALES TO ATC - Total Revenue: 337707, Related or Exempt Function Revenue: 337707, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;
Form 990, Part IX, Line 11g Other FeesCONTRACT NURSING LABOR - Total Expense: 187006246, Program Service Expense: XXX-XX-XXXX, Management and General Expenses: 11220375, Fundraising Expenses: ; CONTRACT LABOR OTHER - Total Expense: 30430189, Program Service Expense: 28604378, Management and General Expenses: 1825811, Fundraising Expenses: ; C LABOR ORTHO ADMIN - Total Expense: 9232823, Program Service Expense: 8678854, Management and General Expenses: 553969, Fundraising Expenses: ; C LABOR FOOD & NUTRITION - Total Expense: 8727672, Program Service Expense: 8204012, Management and General Expenses: 523660, Fundraising Expenses: ; CONTRACT LABOR - MD - Total Expense: 2997105, Program Service Expense: 2817279, Management and General Expenses: 179826, Fundraising Expenses: ; C LABOR F&N BENEFITS - Total Expense: 2840583, Program Service Expense: 2670148, Management and General Expenses: 170435, Fundraising Expenses: ; C LABOR - MANAGED CLINICS - Total Expense: 430252, Program Service Expense: 404437, Management and General Expenses: 25815, Fundraising Expenses: ; CONTRACT PHYSICIANS REIMBURSEABLES - Total Expense: 41674, Program Service Expense: 39174, Management and General Expenses: 2500, Fundraising Expenses: ; OTHER FEES FOR SERVICES - Total Expense: 57676294, Program Service Expense: 54215715, Management and General Expenses: 3460579, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesTRANSFERS BETWEEN AFFILIATES - -483695; Non-Cap Contributions from FND - 67325; GASB 87 Adoption - 5981; Unrestricted to Restricted - 691923; G/L X-Ref Suspense - 11782; Allen Charitable Trust - -3357; Non-Cap Contributions from Volunteers - -3017; Non-Cap Contrib Other - -127090; Adjust to BOY Balance - 125000; CHANGE IN FUND BALANCE - 1220813; Adding and removing companies (Wake PET Svcs & Cary ASC) - -3490304;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
WAKE SPECIALTY PHYSICIANS LLC
3000 NEW BERN AVENUERALEIGHNC27610264169156MEDICAL OFFICENC$43,528,904$34,107,000NA
CSAMS NEW BERN AVENUE LLC
3000 NEW BERN AVENUERALEIGHNC27610260554927HEALTHCARENC$0$0NA
WAKEMED SPECIALISTS GROUP LLC
3000 NEW BERN AVENUERALEIGHNC27610834333066MEDICAL OFFICENC$189,514,928$50,961,000NA
NETWORK FOR ADVANCING BEHAVIORAL HEALTH
3000 NEW BERN AVENUERALEIGHNC27610850731932HEALTHCARENC$0$0NA
CONNECTED COMMUNITY
3000 NEW BERN AVENUERALEIGHNC27610HEALTHCARENC$0$0NA
WAKEMED INNOVATIONS LLC
3000 NEW BERN AVENUERALEIGHNC27610850754377HEALTHCARENC$0$0NA
WAKEMED SURGERY CENTER - CARY LLC
3000 NEW BERN AVENUERALEIGHNC27610874584595HEALTHCARENC$0$0NA
WAKEMED SURGERY CENTER - NORTH RALEIGH LLC
3000 NEW BERN AVENUERALEIGHNC27610HEALTHCARENC$0$0NA
WAKEMED TRAVEL STAFFING LLC
3000 NEW BERN AVENUERALEIGHNC27610880859089HEALTHCARENC$0$0NA
WAKEMED ANCILLARY SERVICES LLC
3000 NEW BERN AVENUERALEIGHNC27610861889661HEALTHCARENC$0$0NA
WakeMed Auxiliary Services LLC
3000 NEW BERN AVENUERALEIGHNC27610SHARED SERVICESNC$0$0NA

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
WAKE PROPERTY SERVICES
3000 NEW BERN AVENUERALEIGHNC27610561133894LEASINGNC501(c)(3)Type IINAfalse
WAKE FACULTY PRACTICE PLAN
3000 NEW BERN AVENUERALEIGHNC27610237169178MEDICALNC501(c)(3)Type IINAfalse
THE VOLUNTEERS AT CARY CAMPUS
3000 NEW BERN AVENUERALEIGHNC27610561798031VOLUNTEERSNC501(c)(3)Type IINAfalse
WAKEMED FOUNDATION
3000 NEW BERN AVENUERALEIGHNC27610561916549SUPPORTNC501(c)(3)7NAfalse
THE VOLUNTEERS AT RALEIGH CAMPUS
3000 NEW BERN AVENUERALEIGHNC27610560749114VOLUNTEERSNC501(c)(3)Type IINAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
CAP CITY SURG CNTR
3000 NEW BERN AVERALEIGHNC27610260804803HEALTHCARENCNARelated$5,238,699$931,661falsefalse0.51
HOLLY SPRINGS SURGICAL VENTURE LLC
9131 ANSON WAY 304RALEIGHNC27615473753856HEALTHCARENCNARelated-$71,997$801,014falsefalse0.67
WAKEMED SURGICAL VENTURES LLC
3000 NEW BERN AVERALEIGHNC27610862939200HEALTHCARENCNARelated$0$0falsefalse0.95
PEDIATRIC MSO LLC
3000 NEW BERN AVERALEIGHNC27610831266724HEALTHCARENCNARelated-$471,307$2,350,081falsefalse0.51
WAKE PET SERVICES LLC
3000 NEW BERN AVERALEIGHNC27610263108205HEALTHCARENCNARelated-$4,228$2,245,756falsefalse0.51
WakeMed Children's PM Pediatrics Urgent Care LLC
3000 NEW BERN AVERALEIGHNC27610831612410HEALTHCARENCNARelated-$3,104$158,269falsefalse0.51
WAKEMED INNOVATIONS VENTURE FUND LLC
3000 NEW BERN AVERALEIGHNC27610853301986HEALTHCARENCNARelated-$218,517$1,664,953falsefalse0.99

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

EINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
ROCKROOM INSURANCE COMPANY (SPC) LTD
566017737CAPTIVE INSURANCECJNAC Corporation$9,027,736$33,622,3741Yes (true)
QUALITY TEXTILE SERVICES
561943802TEXTILE SERVICESNAC Corporation-$125,033$4,233,6290.5false313 SOUTH ROGERS LANERALEIGHNC27610NC
WAKEMED KEY COMMUNITY CARE LLC
462853835HEALTHCARENAC Corporation$1,256,941$14,400,3390.5false3000 NEW BERN AVERALEIGHNC27610NC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (9 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
WakeMed Property Services
J$1,100,800CASH-FMV
WakeMed Property Services
K$8,067,569CASH-FMV
WakeMed Property Services
Q$1,374,367CASH-FMV
WakeMed Foundation
C$2,410,996CASH-FMV
Rockroom Insurance Company (SPC) LTD
B$8,998,358CASH-FMV
Quality Textile Services
M$650,000CASH-FMV
Quality Textile Services
L$2,820,792CASH-FMV
WakeMed Foundation
C$276,910CASH-FMV
WakeMed Property Services
K$26,078,105CASH-FMV