2023-11-14T11:08:04-06:00 2022-12-31 990 2022-01-01 560552787 NORTH CAROLINA BAPTIST HOSPITAL NORT 3367162276 MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 STEPHAN LILLIE SVP-CFO 3367164445 2023-11-13 STEPHAN LILLIE XXX-XX-XXXX 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ATRIUM HEALTH WAKE FOREST BAPTIST ME JULIE ANN FREISCHLAG MD MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 2501309822 0 X WWW.WAKEHEALTH.EDU X 1923 NC TO IMPROVE HEALTH, ELEVATE HOPE AND ADVANCE HEALING FOR ALL. 6 6 0 1852 1978974 1064988 19368804 15677519 1167712939 2453328123 18353330 27650742 2559830 3077917 1207994903 2499734301 2348153 5049965 0 0 469826214 904820158 0 0 0 747407388 1610584170 1219581755 2520454293 -11586852 -20719992 2504263399 2183312199 1019670501 839506509 1484592898 1343805690 X SEE SCHEDULE O FOR CONTINUATIONNORTH CAROLINA BAPTIST HOSPITAL (AT TIMES ALSO REFERRED TO AS THE "HOSPITAL OR "NCBH OR "THE FILING ORGANIZATION") IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AT TIMES ALSO REFERRED TO AS "AHWFB"), A PREEMINENT LEARNING HEALTH SYSTEM AND ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE AND INNOVATION. AHWFB'S MISSION IS TO IMPROVE HEALTH, ELEVATE HOPE AND ADVANCE HEALING FOR ALL. AHWFB'S VISION IS TO BE THE FIRST AND BEST CHOICE FOR CARE. 0 0 2357987867 5049965 2453328123 SEE SCHEDULE O FOR COMPLETE DESCRIPTION 2357987867 1 1 0 1 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 1 0 0 0 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X ERIN KOEWING 3367162276 MEDICAL CENTER BLVD WINSTON SALEM NC 27157 X A LEE HERRING VICE CHAIR 2.00 6.00 X X 0 0 0 ARTHUR A GIBEL TRUSTEE 2.00 6.00 X 0 0 0 SHEREE B WATSON TRUSTEE 2.00 6.00 X 0 0 0 STEPHEN L ROBERTSON TRUSTEE 2.00 8.00 X 0 0 0 EDWIN L WELCH JR CHAIR, TRUSTEE (FR 1-1-22) 2.00 6.00 X X 0 0 0 WILLIAM C WARDEN JR TRUSTEE 2.00 18.00 X 0 0 0 JULIE A FREISCHLAG MD CEO, DEAN 15.70 24.30 X 5155928 0 668096 TERRY G WILLIAMS EVP, CH STR OFF (TO 7-31-22) 2.50 37.50 X 1690428 0 289736 KEVIN P HIGH MD PRES, HEALTH SYSTEM 8.80 31.20 X 1579819 0 290900 BRADLEY A CLARK EVP, TREASURER 2.20 37.80 X 1335054 0 135513 J MCLAIN WALLACE JR SVP, GEN COUNSEL & SEC 12.80 27.20 X 0 984139 159721 LISA M MARSHALL VP, CH PHIL OFF 5.00 35.00 X 0 606014 101136 STEPHAN LILLIE SVP, CFO 13.00 27.00 X 0 526927 96105 WILLIAM D SHOWALTER SVP, CIO (TO 5-13-22) 7.90 32.10 X 0 520841 29632 CATHLEEN WHEATLEY DNP PRES WFBMC, SVP CH NURS OF 38.40 1.60 X 0 1125615 182832 ARTHUR MICK FISHER SVP, CHRO 7.90 32.10 X 0 889085 81765 MICHAEL T WAID SVP HLTH SYS OPS & INTEG 26.50 13.50 X 0 806565 142283 TODD BANKHEAD SVP, CLIN OPS 40.00 0.00 X 0 721874 132279 ALISA STARBUCK DNP PRES, BRENNER CH 40.00 0.00 X 0 556984 104604 KAREN H HUEY FORMER OFF (9-25-21) 0.00 0.00 X 0 277946 4452 9761229 7015990 2419054 0 1 1 1 AYA HEALTH CARE 5930 CORNERSTONE COURT WEST STE 30 SAN DIEGO CA 92121 HEATHCARE STAFFING SERVICES 83075684 FRANK L BLUM CONSTRUCTION COMPANY PO BOX 4153 WINSTONSALEM NC 27115 CONSTRUCTION CONTRACTING SERVICES 10922028 TRIMEDX HOLDINGS LLC PO BOX 636129 CINCINNATI OH 45263 CLINICAL ENGINEERING SERVICES 10695235 EPIC SYSTEMS PO BOX 88314 MILWAUKEE WI 53288 IT CONSULTING SERVICES 8311830 CROSS COUNTRY STAFFING PO BOX 404674 ATLANTA GA 30384 HEATHCARE STAFFING SERVICES 7722237 154 985236 12790927 1901356 177877 15677519 PATIENT SERVICE REVENUE 622110 2429556122 2429140129 415993 LABORATORY SERVICE REVENUE 621511 14468812 12574211 1894601 DIETARY REVENUE 722513 6754090 6754090 TUITION REVENUE 611430 2549099 2549099 2453328123 18903917 -331620 19235537 3863431 1563054 2300377 2300377 2300377 8759292 0 12467 8759292 -12467 8746825 8746825 PARKING REVENUE 812930 703540 703540 OTHER REVENUE 900099 46326 46326 GIFT SHOP REVENUE 459420 27674 27674 777540 2499734301 2451017529 1978974 31060279 X 863051 863051 4186914 4186914 22097460 11048730 11048730 701957304 643227809 58729495 38061931 34877467 3184464 97318011 89154149 8163862 45385452 41588263 3797189 399926 399926 574239 574239 331160 331160 2675006 1806503 868503 435210636 388372409 46838227 7702483 6532536 1169947 13320376 11804068 1516308 67696051 59989957 7706094 53880587 47747159 6133428 1113468 986718 126750 185216 164132 21084 14161894 9563906 4597988 77922346 72640743 5281603 9286744 8229599 1057145 MEDICAL SUPPLIES 649192439 649192439 BAD DEBT 212419307 212419307 INCOME TAXES 744808 276645 468163 PROVIDER ASSESSMENT 53372206 53372206 10395278 9212071 1183207 2520454293 2357987867 162466426 0 2339706 1986426 2479564 3402474 450216667 321603231 46104932 47305774 44991855 31054223 1972172660 1428722437 583115276 543450223 934234102 814908485 84833834 45354149 320524624 343210138 35422839 31037076 2504263399 2183312199 360201203 215533720 5383833 488058920 472360225 20199699 16623296 151210679 129605435 1019670501 839506509 X 1473951375 1333543643 10641523 10262047 1484592898 1343805690 2504263399 2183312199 X -20719992 -144781106 24713890 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 228435 0 1 102725 331160 0 PART II-B, LINE 1: SUPPORT OF THE MEDICAL CENTER'S OFFICE OF GOVERNMENT RELATIONS, AND PRORATA PORTION OF DUES PAID TO STATE AND LOCAL 501(C)(6) ORGANIZATIONS THAT REPRESENTS LOBBYING ON BEHALF OF ITS MEMBERS. THE ORGANIZATION HAS A GOVERNMENT RELATIONS OFFICE. EMPLOYEES OF THE FILING ORGANIZATION (AND RELATED ORGANIZATION) IN THAT OFFICE WILL SOMETIMES MAKE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY. THE OFFICE OF GOVERNMENT RELATIONS WAS ACTIVELY INVOLVED WITH SEVERAL FEDERAL AND STATE ISSUES. THE OFFICE ASSISTED IN DEVELOPING POLITICAL ADVOCACY STRATEGIES REGARDING: CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) MEDICAID REGULATIONS, THE PRESIDENTIAL FY23 BUDGET REQUEST FOCUSING ON DRUG PRICING, PROPOSED 340B PROGRAM CHANGES, PROPOSED CHANGES TO THE USE OF NON-HUMAN PRIMATE MODELS IN BIOMEDICAL RESEARCH, FY23 APPROPRIATIONS INCLUDING LABOR/HEALTH AND HUMAN SERVICES (HHS) BILL AND FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH (NIH), AND ADDITIONAL FUNDING FOR GRADUATE MEDICAL EDUCATION RESIDENCY SLOTS. IN ADDITION, THE OFFICE WORKED WITH THE NORTH CAROLINA CONGRESSIONAL DELEGATION ON APPROPRIATIONS RELATED TO THE DEPARTMENT OF DEFENSE THROUGH THE REAUTHORIZATION OF THE NATIONAL DEFENSE AUTHORIZATION ACT (NDAA) AS WELL AS THE DEFENSE SUBCOMMITTEE APPROPRIATIONS BILLS. THE OFFICE ALSO WORKED ON POLICIES RELATED TO TELEMEDICINE AT STATE AND FEDERAL LEVELS. THE OFFICE PARTICIPATED IN NUMEROUS CONFERENCE CALLS, WEB-EX MEETINGS AND ONE-ON-ONE CALLS WITH CONGRESSIONAL MEMBERS AND STAFFERS ON ONGOING COVID-19 MATTERS. AT THE STATE LEVEL, THE OFFICE CONTINUED TO WORK ON MEDICAID EXPANSION AND MEDICAID FINANCING. THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION (AHA), ASSOCIATION OF AMERICAN MEDICAL COLLEGES (AAMC), AND THE NORTH CAROLINA HEALTHCARE ASSOCIATION (NCHA). A PORTION OF THE MEMBERSHIP DUES PAID ARE ALLOCATED TO LOBBYING EFFORTS BY THOSE ORGANIZATIONS ON BEHALF OF THEIR MEMBERSHIP BODIES. 10641523 586810 -553843 412443 10262047 10868363 74257 301097 10641523 8697960 1632009 848144 309750 10868363 19362682 2938020 64252 13666994 8697960 9685419 9933643 175740 432120 19362682 0.28610 0.71390 0 0 38915816 38915816 1107253286 762046098 345207188 2201485 1568030 633455 737770724 665108309 72662415 86031349 86031349 543450223 INVESTMENTS IN SUBSIDIARIES 343210138 C 343210138 PLI & OTHER LIABILITIES 31816649 PENSION LIABILITIES 71316047 OPERATING LEASE PAYABLE 26472739 129605435 X PART V, LINE 4: THE HOSPITAL'S ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT FOR EDUCATION, SCHOLARSHIPS, INDIGENT CARE, AND OTHER DEPARTMENTAL FUNDING. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS CALENDAR YEAR ENDED DECEMBER 31, 2022 AND SHORT PERIOD ENDED DECEMBER 31, 2021, INCLUDING A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF ITS JOINT VENTURES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2022 AND SHORT PERIOD ENDED DECEMBER 31, 2021. THE CARIBBEAN - BRITISH VIRGIN ISLANDS & CAYMAN ISLANDS 0 0 INVESTMENTS 20935000 0 0 0 0 0 0 20935000 0 20935000 1 0 1 1 0 0 PART III ACCOUNTING METHOD: 1 1 1 X 300.000000000000 1 X 1 1 1 0 1 1 33703568 33703568 0.01460 400009635 383153194 16856441 0.00730 96978329 69654941 27323388 0.01180 530691532 452808135 77883397 0.03370 9019584 9019584 0.00390 121242653 26262859 94979794 0.04120 12837740 12837740 0.00560 908975 908975 0.00040 144008952 26262859 117746093 0.05110 674700484 479070994 195629490 0.08480 1154825 1154825 0.00050 164408 164408 0.00010 1319233 1319233 0.00060 1 56377262 0 566732982 827870826 -261137844 X 1 1 1 1 ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER MEDICAL CENTER BOULEVARD WINSTON SALEM NC 27157 WWW.WAKEHEALTH.EDU H0011 X X X X ATRIUM HEALTH WAKE FOREST BAPTIST MEDICA 1 0 0 1 X X X X X X X X X 21 1 0 0 1 X SEE PART V, PAGE 7 X 1 22 1 SEE PART V, PAGE 7 0 1 X 300.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X SEE PART V X SEE PART V X SEE PART V X X X X X X X 1 X 0 X X X X 1 X 0 0 ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 5: DURING THE CONDUCTION OF ITS MOST RECENT CHNA, THE HOSPITAL FACILITY SOUGHT COMMUNITY INPUT THROUGH THE FOLLOWING PRIMARY SOURCES: -A JOINT COMMUNITY HEALTH SURVEY CONDUCTED BY THE HOSPITAL FACILITY AND NOVANT HEALTH FORSYTH MEDICAL CENTER. SURVEYS WERE DISTRIBUTED TO COMMUNITY CLINICS THAT SERVICE UNDERSERVED POPULATIONS. -INTERVIEWS WITH COMMUNITY LEADERS WHO REPRESENT AND SERVE THE INTERESTS OF UNDERSERVED POPULATIONS. -FOCUS GROUPS CONDUCTED WITH THE GRAMERCY RESEARCH GROUP TO CONDUCT A QUALITATIVE DATA ANALYSIS OF HEALTH EQUITY IN EAST WINSTON-SALEM, A TRADITIONALLY UNDERSERVED AREA OF THE COMMUNITY. -COMMENTS FROM PRIOR COMMUNITY HEALTH NEED ASSESSMENTS AND IMPLEMENTATION STRATEGIES.ADDITIONALLY, THE HOSPITAL FACILITY USED SECONDARY DATA SOURCES INCLUDING, BUT NOT LIMITED TO: -ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER COMMUNITY DASHBOARD/HEALTH COMMUNITIES INSTITUTE-COUNTY HEALTH RANKINGS & ROADMAPS-STATE OF THE COUNTY HEALTH REPORT-US CENSUS BUREAU 2020 CENSUS-NC CENTER FOR HEALTH STATISTICS-HEALTHY PEOPLE NORTH CAROLINA 2020-CENTERS FOR MEDICARE/MEDICAID - HEALTH OUTCOMES SURVEY-DATA AND STATISTICS FROM LOCAL HEALTH DEPARTMENTS AND COMMUNITY INITIATIVES ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 7D: N/APART V, SECTION B, LINE 7A:HTTPS://WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTSPART V, SECTION B, LINE 10A:HTTPS://WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTS ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 11: THE HOSPITAL FACILITY'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") IDENTIFIED NUMEROUS COMMUNITY HEALTH NEEDS AND CONCERNS. EACH IDENTIFIED HEALTH NEED WAS REVIEWED AND ASSIGNED A VALUE WITH THE GREATEST WEIGHT PLACED UPON HEALTH DISPARITIES ASSOCIATED WITH THE NEED, THE BURDEN OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENTIONS, AND THE IMPORTANCE THE COMMUNITY PLACES ON ADDRESSING THE HEALTH NEED. THE FOLLOWING HEALTH NEEDS WERE PRIORITIZED BY THE HOSPITAL FACILITY IN ITS MOST RECENT CHNA: 1) ACCESS TO CARE WITH A FOCUS ON SPECIAL POPULATIONS WHO EXPERIENCE SIGNIFICANT BARRIERS INCLUDING FINANCIAL, HEALTH INSURANCE COVERAGE, TRANSPORTATION, ETC. 2) SOCIAL IMPACT AND INJUSTICE WITH A FOCUS ON FACTORS THAT INFLUENCE HEALTH. SUCH FACTORS INCLUDE, BUT ARE NOT LIMITED TO, FOOD INSECURITY, RACE AND CULTURE, EDUCATION, POVERTY, AND AFFORDABLE HOUSING. 3) CHRONIC AND EMERGING DISEASES AND KEY HEALTH CONDITIONS AND INDICATORS INCLUDING CANCER, DIABETES, HEART DISEASE, HYPERTENSION, CEREBROVASCULAR DISEASE, AND COVID-19. 4) MATERNAL AND CHILD HEALTH AND INFANT MORTALITY5) MENTAL HEALTH AND POLY-SUBSTANCE USETHE HOSPITAL FACILITY IMPLEMENTATION STRATEGY OUTLINES THE PROGRAMS AND RESOURCES THE HOSPITAL FACILITY WILL USE TO ADDRESS THE ABOVE MENTIONED PRIORITIZED HEALTH NEEDS. THE IMPLEMENTATION STRATEGY ALSO INCLUDES AN EVALUATION OF IMPACT OF THOSE PROGRAMS ON PRIORITIZED COMMUNITY HEALTH NEEDS IDENTIFIED FROM THE CHNA. ALL EFFORTS IN COMBINATION WITH THE HOSPITAL'S VALUE OF NONDISCRIMINATION AND COMPASSIONATE CARE ARE DESIGNED TO MEET THE SIGNIFICANT HEALTH NEEDS OF THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT. THE HOSPITAL FACILITY ACKNOWLEDGES THE IMPORTANCE OF ALL COMMUNITY HEALTH NEEDS THAT WERE IDENTIFIED IN THE CHNA; HOWEVER, THE HOSPITAL FACILITY'S RESOURCES AND ASSETS WERE BEST ALIGNED TO FOCUS ON THE PRIORITIZED NEEDS MENTIONED ABOVE. THE CHNA PROVIDES A COMPREHENSIVE LIST OF AVAILABLE RESOURCES IN THE COMMUNITY FOR THOSE NEEDS THAT WERE NOT PRIORITIZED BY THE HOSPITAL FACILITY. ALTHOUGH NOT PRIORITIZED, THE HOSPITAL FACILITY WILL CONTINUE TO PARTNER WITH COMMUNITY AND NON-PROFIT ORGANIZATIONS TO HELP ADDRESS THESE NEEDS. ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 13H: THE HOSPITAL MAY USE COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO PRESUMPTIVELY SCREEN RESPONSIBLE INDIVIDUALS TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS. ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 16J: NORTH CAROLINA BAPTIST HOSPITALPART V, LINE 16A, FAP WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCENORTH CAROLINA BAPTIST HOSPITALPART V, LINE 16B, FAP APPLICATION WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCENORTH CAROLINA BAPTIST HOSPITALPART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCENORTH CAROLINA BAPTIST HOSPITALPART V, SECTION B, LINE 16J: IN ADDITION TO THE METHODS PREVIOUSLY DESCRIBED, THE HOSPITAL INFORMS PATIENTS ABOUT ITS FAP DURING INTAKE AND DISCHARGE BY PROVIDING A PLAIN LANGUAGE SUMMARY OF THE FAP. THE HOSPITAL ALSO PLACES A CONSPICUOUS WRITTEN NOTICE OF THE FAP ON ITS PATIENT BILLING STATEMENTS. 33 1 - ALLERGY ASTHMA & IMMUNOLOGY SVC - CHARLOI 200 CHARLOIS BLVD STE 250 WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 2 - BREAST CARE SERVICES - CLEMMONS 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 3 - BRENNER CHILDREN'S SPECIALTY SERVICES 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 MULTI-SPECIALTY PEDIATRIC CARE 4 - CANCER SURVIVORSHIP 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 5 - CARDIOLOGY - COUNTRY CLUB 4610 COUNTRY CLUB ROAD WINSTONSALEM NC 271043520 SPECIALTY CARE CLINIC 6 - COMPREHENSIVE FETAL CARE CNTR-SHEPHERD 500 SHEPHERD STREET SUITE 200 WINSTONSALEM NC 271031633 SPECIALTY CARE CLINIC 7 - DERMATOLOGY - COUNTRY CLUB 4618 COUNTRY CLUB ROAD WINSTONSALEM NC 271043520 SPECIALTY CARE CLINIC 8 - DIABETES & ENDOCRINOLOGY CENTER - COUNTRY 4610 COUNTRY CLUB ROAD WINSTONSALEM NC 271043520 SPECIALTY CARE CLINIC 9 - DIALYSIS ACCESS GROUP 120 MILLER STREET STE B WINSTONSALEM NC 27103 DIALYSIS CENTER 10 - DIGESTIVE HEALTH SERVICES - SHEPHERD 500 SHEPHERD ST WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 11 - DOWNTOWN HEALTH PLAZA-ADULT MEDICINE 1200 N MARTIN LUTHER KING JR DRIVE WINSTONSALEM NC 27101 PRIMARY CARE 12 - DOWNTOWN HEALTH PLAZA - PEDIATRICS 1200 N MARTIN LUTHER KING JR DRIVE WINSTONSALEM NC 27101 PRIMARY CARE 13 - DOWNTOWN HEALTH PLAZA -SPECIALTY CARE 1200 N MARTIN LUTHER KING JR DRIVE WINSTONSALEM NC 27101 MULTI-SPECIALTY CARE CLINICS 14 - ENTHEAD & NECK SURGERY - CLEMMONS 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 15 - ENTHEAD & NECK SURGERY - MEDICAL PLAZA MI 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 16 - HEMATOLOGY & ONCOLOGY - CLEMMONS 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 17 - HEMATOLOGY & ONCOLOGY - ELKIN 401 ELDON PARKS DRIVE ELKIN NC 28621 SPECIALTY CARE CLINIC 18 - HEMATOLOGY & ONCOLOGY - LEXINGTON 107 W MEDICAL PARK DR STE 101 LEXINGTON NC 27292 SPECIALTY CARE CLINIC 19 - HEMATOLOGY & ONCOLOGY - MT AIRY 450 PRICE STREET MT AIRY NC 27030 SPECIALTY CARE CLINIC 20 - MULTI-SPECIALTY CLINIC - SHEPHERD 500 SHEPHERD STREET SUITE 300 WINSTONSALEM NC 271031633 MULTI-SPECIALTY CARE CLINICS 21 - NEUROLOGY - MEDICAL PLAZA MILLER 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 22 - NEUROPSYCHOLOGY - MEDICAL PLAZA MILLER 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 23 - OBSTETRICS & GYNECOLOGY - CLEMMONS 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 24 - OBSTETRICS & GYNECOLOGY - SHEPHERD 500 SHEPHERD STREET SUITE 201 WINSTONSALEM NC 271031633 SPECIALTY CARE CLINIC 25 - ORTHOPAEDICS - MEDICAL PLAZA MILLER 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 26 - PAIN SERVICES - BROOKSTOWN 605 COTTON STREET STE 100 WINSTONSALEM NC 27101 SPECIALTY CARE CLINIC 27 - PEDIATRICS - WINSTON EAST 2295 EAST 14TH STREET WINSTONSALEM NC 27105 PRIMARY CARE 28 - PLASTICS & RECONSTRUCTIVE SURGERY - MEDICA 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 29 - RHEUMATOLOGY - CLEMMONS 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 30 - RHEUMATOLOGY - MEDICAL PLAZA MILLER 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 31 - SLEEP CENTER - SHEPHERD 500 SHEPHERD STREET WINSTONSALEM NC 271031633 SPECIALTY CARE CLINIC 32 - SPINE CENTER - CLEMMONS 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 33 - VEIN SERVICES - CLEMMONS 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC PART I, LINE 3C: THE ORGANIZATION UTILIZES COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS UNDER ITS FAP POLICY. ADDITIONAL ELIGIBILITY CRITERIA INCLUDES THE FOLLOWING: -PATIENT MUST BE UNINSURED OR HAVE NO OTHER THIRD PARTY FUNDING SOURCE OR GUARANTOR-SERVICES FOR WHICH DISCOUNTS APPLY MUST BE EMERGENT AND MEDICALLY NECESSARY-PATIENT MUST BE A VALID RESIDENT WITHIN A ZIP CODE BOUNDED BY OR INTERSECTING ONE OF THE COUNTIES DEFINED AS ATRIUM HEALTH WAKE FOREST BAPTIST'S SERVICE AREA-PATIENTS MUST ENROLL IN ALL OTHER PRIMARY PAYER PROGRAMS FOR WHICH THE PATIENT IS ELIGIBLE AND MUST ASSIGN BENEFITS TO ATRIUM HEALTH WAKE FOREST BAPTIST EXCEPT IN THE CASE WHERE SUCH POLICY PREMIUM FOR ENROLLMENT WOULD RESULT IN MEDICAL INDIGENCE. PART I, LINE 6A: THE CONSOLIDATED COMMUNITY BENEFIT TOTAL OF THE ACADEMIC HEALTH SYSTEM IS REPORTED AT WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/COMMUNITY-BENEFITS. THIS CONSOLIDATED TOTAL IS CALCULATED IN ACCORDANCE WITH REPORTING GUIDELINES ISSUED BY THE NORTH CAROLINA HOSPITAL ASSOCIATION, WHICH DIFFER FROM FORM 990, SCHEDULE H INSTRUCTIONS. A SIGNIFICANT PORTION OF COMMUNITY BENEFIT ACTIVITIES CONDUCTED BY THE ACADEMIC HEALTH SYSTEM ARE NOT REPORTED ON FORM 990, SCHEDULE H BECAUSE MANY COMMUNITY BENEFIT ACTIVITIES ARE NOT CONDUCTED BY AN ENTITY THAT IS A 501(C)(3) HOSPITAL. PART I, LINE 7: THE ORGANIZATION USED THE WORKSHEETS PROVIDED IN THE INSTRUCTIONS TO FORM 990, SCHEDULE H TO COMPUTE ITS COST TO CHARGE RATIO.PART I, LINE 7B MEDICAID DIRECT OFF-SETTING REVENUEIN ADDITION TO FEE FOR SERVICE REVENUE, THE HOSPITAL RECEIVES ENHANCED CLAIMS PAYMENTS FUNDED BY A PROVIDER ASSESSMENT ADMINISTERED BY THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES. UNDER THE PROGRAM, A TAX IS ASSESSED AGAINST TOTAL HOSPITAL EXPENSES AND THE FEDERAL GOVERNMENT MATCHES THE ASSESSMENT AT A RATE OF NEARLY 2 TO 1. THE PROCEEDS ARE THEN USED TO FUND ENHANCED FEE FOR SERVICES RATES ALONG WITH A DISPROPORTIONATE SHARE PAYMENT BACK TO HOSPITALS. PART I, LN 7 COL(F): THE ORGANIZATION'S PATIENT BAD DEBT EXPENSE PER THE AUDITED FINANCIAL STATEMENTS WAS $213,111,161 FOR THE YEAR ENDED DECEMBER 31, 2022. THIS AMOUNT IS NOT INCLUDED IN THE CALCULATION OF CHARITY CARE FOR PART I, LINE 7. PART II, COMMUNITY BUILDING ACTIVITIES: ATRIUM HEALTH WAKE FOREST BAPTIST ("AHWFB"), OF WHICH THE HOSPITAL IS AN INTEGRAL PART, IS COMMITTED TO COMMUNITY OUTREACH, EDUCATION, AND RESEARCH TO IMPROVE LIVES OF ALL RESIDENTS IN THE COMMUNITIES IT SERVES THROUGH SEVERAL PROGRAMS AND INITIATIVES THAT PROMOTE DIVERSITY, EQUITY, AND INCLUSION (DEI) . AHWFB BELIEVES THAT CREATING A DIVERSE, EQUITABLE, INCLUSIVE, AND CULTURALLY ATTUNED WORKPLACE IS CRUCIAL TO OUR MISSION TO IMPROVE HEALTH IN THE COMMUNITIES WE SERVE. THE OFFICE OF DEI OVERSEES OUR DEI AGENDA AIMED AT CREATING LASTING IMPACT AND ACHIEVING TRANSFORMATIVE EQUITY IN HEALTHCARE, LEADERSHIP, WORKFORCE, LEARNERS, AND COMMUNITY. AHWFB RECOGNIZES THAT DIVERSITY IS NOT LIMITED TO RACE AND ETHNICITY BUT MUST ALSO CONSIDER SOCIOECONOMIC STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, ABILITIES, AND RELIGIOUS COMMITMENT. TO ELIMINATE THE PERVASIVE HEALTH DISPARITIES THAT EXIST IN OUR REGION AND COUNTRY, AHWFB IS DEVOTED TO RECRUITING, RETAINING, AND TRAINING A DIVERSE CADRE OF TEAMMATES AND ENSURING THAT EDUCATIONAL PROGRAMS ADDRESS HEALTH DISPARITIES WHILE ENABLING HEALTH CARE PROFESSIONALS TO PROVIDE CULTURALLY COMPETENT CARE. AHWFB'S CLINICAL FOCUS ON HEALTH EQUITY WAS RECOGNIZED BY THE U.S. HUMAN RIGHTS CAMPAIGN FOUNDATION, WHICH DESIGNATED THE MEDICAL CENTER A 2022 "TOP PERFORMER IN LGBTQ HEALTHCARE EQUALITY."THE ORGANIZATION PROVIDES RESOURCES AND FINANCIAL SUPPORT TO OTHER LOCAL ORGANIZATIONS WHOSE MISSIONS ARE TO IMPROVE PUBLIC HEALTH BY ADDRESSING THE ROOT CAUSES OF HEALTH ISSUES BY FOCUSING ON THE SOCIAL DETERMINANTS OF HEALTH SUCH AS POVERTY, LACK OF EDUCATION, RACISM, AND OTHER SOCIAL DISPARITIES. ADDITIONALLY, HOSPITAL EMPLOYEES PROVIDE COMMUNITY SUPPORT BY SERVING ON LOCAL BOARDS FOR COMMUNITY BASED ORGANIZATIONS OR PARTICIPATING IN COMMUNITY COALITIONS OR TASKFORCES. PART III, LINE 4: FOOTNOTE 2.J (PATIENT SERVICE REVENUE) ON PAGE 32 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE TREATMENT OF BAD DEBT. PART III, LINE 8: THE HOSPITAL USES AN OVERALL COST TO CHARGE RATIO CALCULATION BASED ON AUDITED FINANCIAL STATEMENTS BUT REMOVES COSTS ASSOCIATED WITH BAD DEBT, GME, COMMUNITY HEALTH IMPROVEMENT, COMMUNITY BUILDING, AND CHARITY CARE SO AS NOT TO COUNT THOSE COSTS TWICE. PART III, LINE 9B: THE HOSPITAL MAKES A REASONABLE EFFORT TO DETERMINE AN INDIVIDUAL'S ELIGIBILITY FOR FINANCIAL ASSISTANCE BEFORE ENGAGING IN ANY COLLECTION ACTIONS. ALL COLLECTION ACTIONS WILL BE SUSPENDED IF THE INDIVIDUAL SUBMITS A COMPLETED FAP APPLICATION DURING THE APPLICATION PERIOD, OR IF THE INDIVIDUAL SUBMITS AN INCOMPLETE APPLICATION DURING THE APPLICATION PERIOD THAT IS SUBSEQUENTLY COMPLETED WITHIN A REASONABLE TIME AFTER THE HOSPITAL REQUESTS FURTHER INFORMATION. IF THE INDIVIDUAL IS DETERMINED NOT TO BE ELIGIBLE FOR A FULL DISCOUNT UNDER THE FAP, ANY COLLECTION ACTIVITIES WILL BE RESUMED AS TO THE OUTSTANDING BALANCE OWED. IF THE INDIVIDUAL IS DETERMINED TO BE ELIGIBLE FOR ASSISTANCE UNDER THE FAP, APPROPRIATE MEASURES ARE TAKEN TO REFUND ANY AMOUNTS OWED TO THE INDIVIDUAL AND REVERSE OR MODIFY COLLECTION ACTIONS CONSISTENT WITH THE NEW BALANCE OWED AFTER APPLYING THE APPLICABLE FAP DISCOUNTS. PART VI, LINE 2: THE HOSPITAL FACILITY'S MOST RECENT CHNA WAS BASED ON A SET OF BEST PRACTICES FOR COMMUNITY HEALTH ASSESSMENTS WITH THE PURPOSE OF IDENTIFYING REGIONAL PRIORITY AREAS TO FOCUS ON FOR CY2022 TO CY2024. THE PROCESS WAS DESIGNED TO RELY ON EXISTING PUBLIC DATA, DIRECTLY ENGAGING COMMUNITY STAKEHOLDERS, AND COLLABORATE WITH LOCAL PUBLIC HEALTH, OTHER HEALTH CARE PROVIDERS; AS WELL AS, COMMUNITY PARTNERS SUCH AS FAITH NETWORKS RELEVANT TO THE SOCIAL FACTORS UNDERLYING PATTERNS OF ACCESS. THE ASSESSMENT WAS CONDUCTED IN THREE STAGES: 1) DATA REVIEW OF PRIMARY AND SECONDARY SOURCES, 2) SETTING PRIORITIES, AND 3) COMMUNITY ASSET INVENTORY. THE DATA REVIEW AND PRIORITY SETTING PHASES BEGAN WITH THE COMPILATION OF EXISTING HEALTH-RELATED DATA. STAKEHOLDERS REVIEWED MULTIPLE DATA SETS INCLUDING LOCAL PUBLIC HEALTH NEEDS ASSESSMENTS, NORTH CAROLINA INDICATORS FOR COMMUNITY HEALTH ASSESSMENT, INTERNAL DISEASE REGISTRIES, COUNTY HEALTH RANKINGS, AND OTHERS. COMMUNITY FEEDBACK IN THE FORM OF RESIDENT SURVEYS AND INTERVIEWS WITH COMMUNITY LEADERS THAT REPRESENT THE UNDERSERVED AND VULNERABLE POPULATIONS WERE ALSO CONSIDERED. ONCE COMMUNITY HEALTH NEEDS WERE IDENTIFIED, AN INTERNAL STEERING COMMITTEE AND SENIOR LEADERSHIP REVIEWED A SET OF CRITERIA TO DEVELOP THE PRIORITY RANKINGS. EACH IDENTIFIED HEALTH NEED WAS REVIEWED AND ASSIGNED A VALUE WITH THE GREATEST WEIGHT PLACED UPON HEALTH DISPARITIES ASSOCIATED WITH THE NEED, THE BURDEN OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENTIONS, AND THE IMPORTANCE THE COMMUNITY PLACES ON ADDRESSING THE HEALTH NEED. FINALLY, THE HOSPITAL FACILITY DEVELOPED AN IMPLEMENTATION STRATEGY TO IDENTIFY THE MEANS THROUGH WHICH IT PLANS TO ADDRESS THOSE PRIORITIZED NEEDS THAT ARE CONSISTENT WITH THE CHARITABLE MISSION AS PART OF ITS COMMUNITY BENEFIT PROGRAMS FOR THE NEXT THREE CALENDAR YEARS. BEYOND PROGRAMS ADDRESSED IN THE IMPLEMENTATION STRATEGY, THE HOSPITAL FACILITY WILL CONTINUE TO ADDRESS MANY OF THE PRIORITIES BY PROVIDING CARE TO ALL, REGARDLESS OF ABILITY TO PAY. PART VI, LINE 3: THE ORGANIZATION USES A VARIETY OF MEANS TO EDUCATE AND INFORM PATIENTS OF THEIR FINANCIAL ASSISTANCE OPTIONS. INFORMATION REGARDING FINANCIAL ASSISTANCE CAN BE FOUND ON THE HOSPITAL FACILITY'S WEBSITE, IN PAMPHLETS, CONSPICUOUSLY DISPLAYED SIGNAGE, PATIENT BILL STATEMENTS, AND FROM TEAMMATES DURING CONVERSATIONS CONCERNING A PATIENT'S LIABILITY FOR SERVICES. THE HOSPITAL FACILITY EMPLOYS A PRE-SERVICE FINANCIAL CLEARANCE PROCESS THAT SCREENS PATIENTS PRIOR TO SERVICE DELIVERY FOR EXISTING OR AVAILABLE PAYER SOURCES AS A MEANS OF AVOIDING BAD DEBT AND INAPPROPRIATE BILLING TO PATIENTS WITHOUT THE MEANS TO PAY. IF A PAYER SOURCE IS IDENTIFIED, TEAMMATES WILL ASSIST THE PATIENT WITH ENROLLMENT. PART VI, LINE 4: THE ORGANIZATION (DBA ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER) SERVES A 24 COUNTY SERVICE AREA IN NORTH CAROLINA AND VIRGINIA. THE PRIMARY AND SECONDARY SERVICE AREAS INCLUDE: -PRIMARY SERVICE AREA COUNTIES - FORSYTH, DAVIE, DAVIDSON, GUILFORD, STOKES, SURRY, YADKIN, ALL OF WHICH ARE IN NORTH CAROLINA-SECONDARY SERVICE AREA COUNTIES - ROCKINGHAM, RANDOLPH ROWAN, IREDELL, CATAWBA, ALEXANDER, WILKES, ALLEGHANY, ASHE, WATAUGA, CALDWELL, BURKE, ALL IN NORTH CAROLINA, AND GRAYSON, CARROLL, PATRICK, HENRY, AND PITTSYLVANIA COUNTIES IN VIRGINIA. THE HOSPITAL IS LOCATED IN CENTRAL FORSYTH COUNTY, NORTH CAROLINA, THE 4TH LARGEST COUNTY IN THE STATE. THE COUNTY COVERS 408.1 SQUARE MILES AND HAS A POPULATION OF 382,295. GIVEN THE ENORMOUSLY WIDE SERVICE AREA, IT IS RESOURCE PROHIBITIVE TO PARTICIPATE AND FUND HEALTH ASSESSMENTS IN EACH COMMUNITY/COUNTY FROM WHICH ITS PATIENT POPULATION ORIGINATES. THEREFORE, THE PRIMARY COMMUNITY BENEFIT SERVICE AREA ("CBSA") IS FORSYTH COUNTY, NORTH CAROLINA. BELOW IS A DEMOGRAPHIC SNAPSHOT OF THE POPULATION OF FORSYTH COUNTY:POPULATION BY RACE/ETHNICITY--NON-HISPANIC WHITE: 56.3%--NON-HISPANIC AFRICAN-AMERICAN: 27.5%--HISPANIC OR LATINO: 13.3%--ASIAN: 2.6%--ALL OTHER: 0.3%POPULATION BY AGE DISTRIBUTION--UNDER 18 YEARS OLD: 22.7%--65 YEARS OLD & OVER: 16.4%POPULATION BY SEX--MALE: 47.3%--FEMALE: 52.7%INCOME--MEDIAN FAMILY HOUSEHOLD: $59,879--PERSONS IN POVERTY: 15.2%UNINSURED POPULATION UNDER AGE 65: 14.2% PART VI, LINE 5: ATRIUM HEALTH WAKE FOREST BAPTIST ("AHWFB"), OF WHICH THE HOSPITAL IS AN INTEGRAL PART, IS COMMITTED TO BEING RESPONSIVE TO THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES THROUGH A NUMBER OF PROGRAM ACTIVITIES AND COMMUNITY HEALTH IMPROVEMENT INITIATIVES. AHWFB HAS ADOPTED AND MAINTAINED A FINANCIAL ASSISTANCE POLICY, PROVIDES SUBSIDIZED HEALTH SERVICES TO PATIENTS IN NEED, AND ACCEPT ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OPERATES AND EMERGENCY ROOM THAT IS OPEN 24/7, AND ITS GOVERNING BOARD IS PREDOMINATELY COMPRISED OF LEADERS WITHIN THE COMMUNITY THE HOSPITAL SERVES. FUNDS ARE REINVESTED IN HEALTH IMPROVEMENT INITIATIVES TO BETTER SERVE THE COMMUNITY HEALTH NEEDS, INCLUDING IMPROVEMENT OF FACILITIES AND MEDICAL SERVICES WITH THE LATEST TECHNOLOGICAL ADVANCES. CASH AND IN-KIND DONATIONS ARE GIVEN TO LOCAL NON-PROFIT COMMUNITY ORGANIZATIONS AND USED TO FUND COMMUNITY BASED HEALTH IMPROVEMENT PROGRAMMING. SUCH PROGRAMMING INCLUDES BESTHEALTH COMMUNITY EDUCATION CLASSES, CHRONIC DISEASE SELF-MANAGEMENT PROGRAMS, PUBLIC HEALTH SCREENINGS, CAREGIVER ACADEMY, AND OTHER HEALTH EDUCATION EVENS HELD LOCALLY THROUGHOUT THE YEAR. PART VI, LINE 6: THE FILING ORGANIZATION IS A MAJOR COMPONENT OF ATRIUM HEALTH WAKE FOREST BAPTIST, A PREEMINENT ACADEMIC HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION. TOGETHER WITH AN INTEGRATED GROUP OF 501(C)(3) HOSPITALS, PHYSICIAN NETWORKS, OTHER HEALTHCARE PROVIDERS, AND WAKE FOREST UNIVERSITY HEALTH SCIENCES (WHICH OPERATES WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE), THE ORGANIZATION IS COMMITTED TO PROVIDING SIGNIFICANT BENEFITS TO THE COMMUNITIES IT SERVES ACROSS NORTHWESTERN NORTH CAROLINA. EACH HOSPITAL ORGANIZATION IN THE ATRIUM HEALTH WAKE FOREST BAPTIST SYSTEM REPORTS ITS OWN COMMUNITY BENEFIT ON FORM 990, SCHEDULE H. PART VI, LINE 7, REPORTS FILED WITH STATES NC 1 HOSPICE AND PALLIATIVE CARE CENTER 101 HOSPICE LANE WINSTONSALEM NC 27103 581343313 501(C)(3) 7500 0 SUPPORTING FACILITIES & PROGRAMS FOR SERIOUSLY ILL PATIENTS KALEIDEUM 400 W HANES MILL ROAD WINSTONSALEM NC 27105 560815746 501(C)(3) 200000 0 SUPPORTING CHILDREN'S MUSEUM AND SCIENCE CENTER LOVE OUT LOUD PO BOX 20912 WINSTONSALEM NC 27120 474085418 501(C)(3) 36664 0 SUPPORTING PROGRAM FOR EARLY CHILDHOOD EDUCATION AND HEALTH THE MICHAEL PHELPS FOUNDATION 7 OCEAN STREET 2ND FL SOUTH PORTLAND ME 04106 611571538 501(C)(3) 7500 0 SUPPORTING PROGRAM PROMOTING HEALTHY & ACTIVE LIFESTYLES PIEDMONT REGIONAL TRAUMA SYSTEMS MEDICAL CENTER BLVD WINSTONSALEM NC 27157 562036036 501(C)(3) 100000 0 SUPPORTING INTEGRATED TRAUMA SYSTEM WAKE FOREST UNIVERSITY 1834 WAKE FOREST RD BOX 7201 WINSTONSALEM NC 27109 560532138 501(C)(3) 43000 0 SUPPORTING FACE TO FACE SPEAKER FORUM WINSTON STARTS 500 W FIFTH STREET NO 400 WINSTONSALEM NC 27101 821573081 501(C)(3) 10000 0 SUPPORTING PROGRAM TO HELP ENTREPRENEURIAL COMMUNITY IN WINSTON-SALEM YWCA OF WINSTON-SALEM AND FORSYTH COUNTY 1300 S MAIN STREET WINSTONSALEM NC 27127 560564345 501(C)(3) 35000 0 SUPPORTING GTS PROGRAM ABC OF NC FOUNDATION 905 FRIEDBERG CHURCH ROAD WINSTONSALEM NC 27127 911963813 501(C)(3) 50000 0 SUPPORTING THE HELLO WORLD CAMPAIGN AMERICAN HEART ASSOCIATION 101 CENTREPORT DRIVE GREENSBORO NC 27409 135613797 501(C)(3) 50000 0 SUPPORTING CARDIOVASCULAR RESEARCH AND PROGRAMS CANCER SERVICES INC 3175 MAPLEWOOD AVE WINSTONSALEM NC 27103 560656375 501(C)(3) 7000 0 SUPPORTING PROGRAMS TO EDUCATE/ENHANCE LIFE FOR CANCER PATIENTS CROSBY SCHOLARS COMMUNITY PARTNERSHIP 2701 UNIVERSITY PARKWAY WINSTONSALEM NC 27105 311523230 501(C)(3) 55000 0 SUPPORTING PROGRAM TO ASSIST FORSYTH COUNTY PUBLIC SCHOOL STUDENTS IN PREPARING FOR COLLEGE FORSYTH BACKPACK PROGRAM BOX 402 380-H KNOLLWOOD ST WINSTONSALEM NC 27103 461940233 501(C)(3) 23810 0 SUPPORTING PROGRAM TO FEED CHRONICALLY HUNGRY CHILDREN IN WINSTON-SALEM FORSYTH COUNTY NC SCHOOLS HABITAT FOR HUMANITY OF FORSYTH COUNTY 1023 W 14TH STREET WINSTONSALEM NC 27105 561448955 501(C)(3) 45000 0 SUPPORTING PROGRAM TO PROVIDE HOUSING TO LOW INCOME FAMILIES HOSPITAL HOSPITALITY HOUSE OF WINSTON-SALEM DBA SECU FAMILY HOUSE 1970 BALDWIN LANE WINSTONSALEM NC 27103 203604576 501(C)(3) 20000 0 SUPPORTING PROGRAM PROVIDING AFFORDABLE LODGING TO PATIENTS JDRF PIEDMONT TRIAD CHAPTER 312 N EUGENE STREET GREENSBORO NC 27401 231907729 501(C)(3) 10000 0 SUPPORTING JUVENILE DIABETES RESEARCH MARCH OF DIMES 1550 CRYSTAL DRIVE 1300 ARLINGTON VA 22202 131846366 501(C)(3) 25000 0 SUPPORTING RESEARCH AND PROGRAMS TO END INFANT MORTALITY AND BIRTH DEFECTS NORTH CAROLINA ORTHOPAEDIC ASSOCIATION INC PO BOX 27167 RALEIGH NC 27611 581433163 501(C)(3) 10000 0 ANNUAL MEETING SPONSOR RONALD MCDONALD HOUSE 419 S HAWTHORNE ROAD WINSTONSALEM NC 27103 581454715 501(C)(3) 10000 0 SUPPORTING PROGRAM FOR CHILDREN RECEIVING MEDICAL CARE CARENET INC 2000 WEST FIRST STREET SUITE 410 WINSTONSALEM NC 27104 561977341 501(C)(3) 75477 0 SUPPORTING OPERATIONS OF MENTAL HEALTH PROVIDER 20 0 MEDICAL SCHOLARSHIPS 35 88354 PATIENT ASSISTANCE 234 26207 PATIENT REHABILITATION 509 3731303 MEDICAL STUDENT ASSISTANCE 60 67878 PATIENT TRANSPORTATION 5632 259122 FMV TRANSPORTATION FOR INDIGENT PATIENTS MEDICAL SUPPLIES 15 7355 FMV MEDICAL SUPPLIES FOR INDIGENT PATIENTS CAR SEATS 28 5414 FMV CAR SEATS FOR INDIGENT PATIENTS EMPLOYEE EMERGENCY ASSISTANCE 2 1280 PART I, LINE 2: THE HOSPITAL FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE HOSPITAL MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS DISBURSED. X X X X X 1 1 0 0 0 0 0 0 0 JULIE A FREISCHLAG MD CEO, DEAN 2280990 0 2286000 0 588938 0 641866 0 26230 0 5824024 0 513500 0 TERRY G WILLIAMS EVP, CH STR OFF (TO 7-31-22) 819455 0 833750 0 37223 0 258788 0 30948 0 1980164 0 0 0 KEVIN P HIGH MD PRES, HEALTH SYSTEM 969210 0 446637 0 163972 0 260084 0 30816 0 1870719 0 137928 0 BRADLEY A CLARK EVP, TREASURER 790574 0 506925 0 37555 0 100623 0 34890 0 1470567 0 34657 0 CATHLEEN WHEATLEY DNP PRES WFBMC, SVP CH NURS OF 0 685731 0 289540 0 150344 0 172754 0 10078 0 1308447 0 144799 J MCLAIN WALLACE JR SVP, GEN COUNSEL & SEC 0 590200 0 252513 0 141426 0 144251 0 15470 0 1143860 0 116382 ARTHUR MICK FISHER SVP, CHRO 0 528917 0 314509 0 45659 0 65609 0 16156 0 970850 0 19548 MICHAEL T WAID SVP HLTH SYS OPS & INTEG 0 474436 0 214939 0 117190 0 111317 0 30966 0 948848 0 93078 TODD BANKHEAD SVP, CLIN OPS 0 499492 0 220450 0 1932 0 111317 0 20962 0 854153 0 0 LISA M MARSHALL VP, CH PHIL OFF 0 431844 0 137313 0 36857 0 90758 0 10378 0 707150 0 0 ALISA STARBUCK DNP PRES, BRENNER CH 0 396612 0 122069 0 38303 0 81412 0 23192 0 661588 0 32750 STEPHAN LILLIE SVP, CFO 0 413720 0 112451 0 756 0 85069 0 11036 0 623032 0 0 WILLIAM D SHOWALTER SVP, CIO (TO 5-13-22) 0 192487 0 226796 0 101558 0 21047 0 8585 0 550473 0 99249 KAREN H HUEY FORMER OFF (9-25-21) 0 0 0 74196 0 203750 0 4452 0 0 0 282398 0 0 PART I, LINE 3 AS MOST OF THE OFFICERS AND OTHER SENIOR EXECUTIVES OF THE FILING ORGANIZATION HOLD IDENTICAL OFFICES OR POSITIONS IN RELATED ORGANIZATION WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") AND IN UNRELATED BUT AFFILIATED ORGANIZATION WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS"), THE DETERMINATION OF THE COMPENSATION OF SUCH INDIVIDUALS IS CONDUCTED VIA THE PROCESS UTILIZED BY THE WFUBMC BOARD, AS FOLLOWS: THE WFUBMC SENIOR EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE"), COMPRISED OF THE MEMBERS OF THE ATRIUM HEALTH INC. DIVERSITY, INCLUSION AND COMPENSATION COMMITTEE, IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF THE SENIOR EXECUTIVES OF THE FILING ORGANIZATION. THE COMMITTEE REVIEWS AND APPROVES SENIOR EXECUTIVE COMPENSATION, INCLUDING SENIOR EXECUTIVE INCENTIVE PLANS AND ANY DEVIATIONS THEREFROM. IN CARRYING OUT ITS DUTIES AND RESPONSIBILITIES, THE COMMITTEE APPROPRIATELY CONSIDERS PROPOSED COMPENSATION ARRANGEMENTS OF THE FILING ORGANIZATION'S SENIOR EXECUTIVES, APPROPRIATE DATA AS TO COMPARABILITY OF SUCH COMPENSATION ARRANGEMENTS, AND DOCUMENTS THE BASES OF THE COMMITTEE'S DETERMINATIONS IN ACCORDANCE WITH SECTION 4958 OF THE INTERNAL REVENUE CODE AND/OR THE INCOME TAX TREASURY REGULATIONS ISSUED THEREUNDER (OR SUCH SUCCESSOR PROVISIONS). THE PROCESS IS DESCRIBED FURTHER IN THE NARRATIVE EXPLANATION TO FORM 990, PART VI, SECTION B, LINE 15, FOUND IN SCHEDULE O. PART I, LINES 4A-B CERTAIN OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES OF THE FILING ORGANIZATION PARTICIPATED IN AND/OR RECEIVED PAYMENTS FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN (RESTORATION OR SERP) AND/OR RECEIVED PAYMENTS FOR SEVERANCE. THE DETERMINATION OF THE PAYMENT AMOUNT FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FOLLOWED THE EMPLOYMENT ORGANIZATION'S COMPENSATION PROCEDURES. THE FOLLOWING DIRECTORS, OFFICERS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES RECEIVED PAYMENTS FOR SEVERANCE AND/OR PAYMENTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS DURING THE CURRENT TAX YEAR: SEVERANCE PAYMENTS: KAREN HUEY $203,750 NON-QUALIFIED DEFERRED COMPENSATION PAYMENTS: BRADLEY A. CLARK $34,775 JULIE A. FREISCHLAG, MD $513,500 KEVIN P. HIGH, MD $137,928 J. MCLAIN WALLACE, JR. $116,382 WILLIAM SHOWALTER $99,248 MICHAEL T. WAID $93,078 CATHLEEN WHEATLEY, DNP $144,800 ALISA STARBUCK, DNP $32,750 LISA M. MARSHALL $31,313 A. MICK FISHER $19,615 FORM 990, PART VII, LINE 5 - COMPENSATION FROM UNRELATED ORGANIZATIONS THE FOLLOWING OFFICERS WERE COMPENSATED BY WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS"), AN AFFILIATED BUT UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION. SEE PART VII AND SCHEDULE J, PART II FOR THEIR COMPENSATION. JULIE A. FREISCHLAG, MD KEVIN P. HIGH, MD THE FOLLOWING OFFICERS WERE COMPENSATED BY THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY ("CMHA", DOING BUSINESS AS ATRIUM HEALTH), AN AFFILIATED BUT UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION. SEE PART VII AND SCHEDULE J, PART II FOR THEIR COMPENSATION. BRADLEY A. CLARK TERRY G. WILLIAMS A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2012-12-31 80000000 VARIOUS CAPITAL PROJECTS 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DMM0 2012-11-15 122822821 VARIOUS CAPITAL PROJECTS 0 0 0 C NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DWH0 2019-03-07 73819143 VARIOUS CAPITAL PROJECTS 0 0 0 D PUBLIC FINANCE AUTHORITY 273866124 74442PPM1 2020-05-14 230450000 CURRENT REFUNDING 0 0 0 A 80000000 1000 79999000 2014 0 0 1 1 B 122822821 2485 122820336 2013 0 0 1 1 C 73989751 630814 73358937 2019 0 0 1 1 D 31830000 230450000 230450000 2020 1 0 1 1 A 0 1 0 0 0 0 1 B 0 1 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 1 0 0 1 0 0 0 1 D 0 1 0 0 1 0 0 0 1 A 1 B 1 C 1 D 1 PART I, ROW C, COLUMN E: THE SERIES 2019 ISSUE WAS ISSUED AS ONE ISSUE FOR FEDERAL TAX PURPOSES IN THE AMOUNT OF $212,563,368. THE AMOUNT OF $73,819,143 IS THE PORTION OF THE ISSUE NORTH CAROLINA BAPTIST HOSPITAL IS RESPONSIBLE FOR. THE OTHER PORTIONS OF THE ISSUE ARE REPORTED ON SCHEDULE K OF FORM 990 FOR WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ($92,690,857) AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ($46,053,368). PART I, ROW D, COLUMN F: PURPOSE OF THE ISSUE WAS TO REFUND THE 2010 ISSUE DATED: 3/1/2020. PART II, LINE 11, COLUMN D: THE OTHER SPENT PROCEEDS ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE. PART II, LINE 3, COLUMN C: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE BY THE INVESTMENT EARNINGS EARNED AS OF 6/30/2020. PART III, COLUMN D: ALL ISSUES REFUNDED BY THE 2020 ISSUE ARE EITHER PRIOR TO 12/31/2002 OR THROUGH A SERIES OF REFUNDINGS THAT REFUND AN ISSUE PRIOR TO 12/31/2002. ACCORDINGLY, THIS ISSUE IS EXEMPT FROM PART III REPORTING. PART IV, LINE 2C, COLUMN A: A REBATE CALCULATION WAS PERFORMED, WITH NO REBATE BEING DUE ON 12/12/2014. X 1 5 FAIR MARKET VALUE X MEDICAL SCRUBS 5471 175072 FAIR MARKET VALUE X HEARING AIDS/ACCESSORY 1 2500 FAIR MARKET VALUE X VIOLIN AND CASE 1 200 FAIR MARKET VALUE X STUFFED ANIMALS 10 100 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION DETERMINES THE NUMBER OF CONTRIBUTIONS BY USING THE TOTAL NUMBER OF NON-CASH ITEMS RECEIVED PER DONOR BY OCCURRENCE. PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS NORTH CAROLINA BAPTIST HOSPITAL ("NCBH"), THE FILING ORGANIZATION, IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST ("AHWFB"), A PREEMINENT ACADEMIC HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION AND INNOVATION. THE FOLLOWING PARAGRAPHS ARE PROVIDED TO EXPLAIN THE RELATIONSHIP OF THE FILING ORGANIZATION WITH OTHER ORGANIZATIONS WHICH TOGETHER COMPRISE "ATRIUM HEALTH WAKE FOREST BAPTIST", THE NAME NOT OF ANY ONE CORPORATE ENTITY, BUT USED GENERICALLY TO DESCRIBE A LARGE GROUP OF MOSTLY 501(C)(3) ORGANIZATIONS PERFORMING VARIOUS ACADEMIC MEDICAL CENTER ACTIVITIES IN NORTHWEST NORTH CAROLINA, INCLUDING PATIENT CARE, MEDICAL RESEARCH, TECHNOLOGY TRANSFER, AND MEDICAL EDUCATION. WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") IS A NORTH CAROLINA NONPROFIT CORPORATION WHOSE THREE MEMBERS ARE WAKE FOREST UNIVERSITY, NCBH, AND ATRIUM HEALTH INC. ("AHI") (EACH OF WHICH IS A NORTH CAROLINA NONPROFIT CORPORATION EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3)). PURSUANT TO AN AGREEMENT, INITIALLY ENTERED INTO ON JULY 1, 2010, AND SUBSEQUENTLY AMENDED AND RESTATED MULTIPLE TIMES INCLUDING, EFFECTIVE OCTOBER 9, 2020 AND AS AMENDED FEBRUARY 24, 2021 TO ADD AHI AS A PARTY THERETO (INITIALLY KNOWN AS THE MEDICAL CENTER INTEGRATION AGREEMENT AND NOW AS THE AMENDED AND RESTATED MEDICAL CENTER INTEGRATION AGREEMENT, OR THE "MCIA"), WFUBMC IS THE OVERALL UMBRELLA OPERATING ENTITY OF THE ATRIUM HEALTH SYSTEM'S NORTHWEST NORTH CAROLINA COMPONENT ENTITIES. NORTH CAROLINA BAPTIST HOSPITAL ("NCBH") AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS") AND THEIR RESPECTIVE SUBSIDIARIES ARE OPERATED, PURSUANT TO DELEGATIONS IN THE MCIA, BY WFUBMC AS "ATRIUM HEALTH WAKE FOREST BAPTIST". WFUHS, IN TURN, OPERATES THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE. ON OCTOBER 9, 2020, THE CHARLOTTE MECKLENBURG HOSPITAL AUTHORITY ("CMHA"), WAKE FOREST UNIVERSITY, WFUBMC, WFUHS AND THE FILING ORGANIZATION FORMED A SINGLE, INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGH A JOINT OPERATING COMPANY, ATRIUM HEALTH INC. (A NORTH CAROLINA NONPROFIT CORPORATION PREVIOUSLY ORGANIZED BY CMHA AND WFUBMC). THROUGH THIS HEALTH CARE SYSTEM INTEGRATION AND PURSUANT TO AN AGREEMENT KNOWN AS THE "ENTERPRISE AGREEMENT," ATRIUM HEALTH INC. MANAGES AND OVERSEES THE BUSINESS, FACILITIES, SERVICES, PERSONNEL, AND ACTIVITIES OF CMHA AND WFUBMC (COLLECTIVELY THE "ENTERPRISE"). THE ENTERPRISE ENCOMPASSES 42 HOSPITALS AND MORE THAN 1,500 CARE LOCATIONS, AND IT SERVES MORE THAN 7 MILLION PEOPLE ACROSS NORTH CAROLINA, SOUTH CAROLINA, GEORGIA, AND VIRGINIA. NOTE THAT THE FOLLOWING NARRATIVE INCLUDES IN SOME OF ITS DESCRIPTIONS THE ADDITIONAL OPERATIONS OF THE ENTERPRISE THROUGH DAVIE MEDICAL CENTER (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER), HIGH POINT REGIONAL HEALTH (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER), LEXINGTON MEDICAL CENTER (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER), WRMC HOSPITAL OPERATING CORPORATION (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER) AND WAKE FOREST HEALTH NETWORK LLC, THE SOLE MEMBER OF EACH OF WHICH IS WFUBMC, AS WELL AS ORGANIZATIONS RELATED (OR UNRELATED BUT AFFILIATED) TO WFUBMC, IN ORDER TO PROVIDE A MORE COMPLETE PICTURE OF THE FILING ORGANIZATION'S ROLE IN THE INTEGRATED HEALTH SYSTEM'S COMPREHENSIVE ACTIVITIES. ATRIUM HEALTH WAKE FOREST BAPTIST IS NORTHWEST NORTH CAROLINA'S SOLE ACADEMIC MEDICAL CENTER, BRINGING TO THE REGION THE RESOURCES OF ONE OF AMERICA'S TOP HOSPITALS AND INNOVATIVE RESEARCH CENTERS AND A PREMIER MEDICAL SCHOOL. IT OPERATES THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS A FACULTY OF 2,376, INCLUDING PHYSICIANS AND BASIC SCIENTISTS. IN ADDITION TO THIS FACULTY, THE WAKE FOREST HEALTH NETWORK HAS MORE THAN 165 CLINICAL PRACTICES THROUGHOUT CENTRAL AND WESTERN NORTH CAROLINA. THE HEALTH SYSTEM HAS 1,551 ACUTE CARE AND REHABILITATION BEDS OPERATIVE ACROSS THE SYSTEM, WHICH ENCOMPASSES ITS MAIN WINSTON-SALEM CAMPUS (885 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER (351 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER (94 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER (50 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER (130 BEDS), AND ALLEGHANY HEALTH (41 BEDS). ATRIUM HEALTH WAKE FOREST BAPTIST ALSO INCLUDES THE COMPREHENSIVE CANCER CENTER, WHICH IS DESIGNATED AS SUCH BY THE NATIONAL CANCER INSTITUTE, AND BRENNER CHILDREN'S HOSPITAL. OVERALL, ATRIUM HEALTH WAKE FOREST BAPTIST SERVES A 24-COUNTY REGION IN NORTHWESTERN NORTH CAROLINA AND SOUTHWESTERN VIRGINIA AND DRAWS PATIENTS FROM ACROSS THE NATION FOR SELECT SERVICES. ATRIUM HEALTH WAKE FOREST BAPTIST IS THE DRIVING FORCE BEHIND THE ESTABLISHMENT OF INNOVATION QUARTER, A GROWING URBAN-BASED DISTRICT FOR RESEARCH, BUSINESS, AND EDUCATION IN BIOMEDICAL SCIENCE, INFORMATION TECHNOLOGY, CLINICAL SERVICES, AND ADVANCED MATERIALS. LOCATED IN DOWNTOWN WINSTON-SALEM, IT IS HOME TO MORE THAN 90 COMPANIES, FIVE LEADING ACADEMIC INSTITUTIONS, 3,600 WORKERS AND 1,800 STUDENTS. GROUNDBREAKING RESEARCH AT WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE ALSO INCLUDES WAKE FOREST INNOVATIONS, FOCUSED ON ADVANCING HEALTH CARE THROUGH NEW MEDICAL TECHNOLOGIES AND BIOMEDICAL DISCOVERY. AFTER SHARING PLANS TO COME TOGETHER IN MAY 2022, ADVOCATE AURORA HEALTH AND ATRIUM HEALTH ANNOUNCED IN DECEMBER 2022 THEY HAD FORMALLY COMBINED TO CREATE ADVOCATE HEALTH. IN ADDITION TO DELIVERING THE BEST HEALTH OUTCOMES AND MAKING CARE MORE ACCESSIBLE AND AFFORDABLE, ADVOCATE HEALTH IS COMMITTED TO BRINGING MEDICAL INNOVATIONS TO PATIENTS MORE QUICKLY, ADDRESSING THE ROOT CAUSES OF HEALTH INEQUITIES, ADVANCING POPULATION HEALTH, ENABLING CAREER ADVANCEMENT, AND ACHIEVING CARBON NEUTRALITY BY 2030. ADVOCATE HEALTH IS HEADQUARTERED IN CHARLOTTE, NORTH CAROLINA, WHILE MAINTAINING A STRONG PRESENCE IN THE CHICAGO, ILLINOIS AND MILWAUKEE, WISCONSIN AREAS, INCLUDING A PLANNED, NEW, MILWAUKEE-BASED INSTITUTE FOR HEALTH EQUITY. THE ADVOCATE HEALTH CARE, ATRIUM HEALTH, AND AURORA HEALTH CARE BRANDS WILL CONTINUE TO BE USED IN THEIR RESPECTIVE LOCAL COMMUNITIES, WITH WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE SERVING AS THE ACADEMIC CORE OF THE COMBINED ENTITY. ADVOCATE HEALTH HAS 150,000 TEAMMATES AND SERVES NEARLY 6 MILLION PATIENTS ANNUALLY AS THE FIFTH-LARGEST NONPROFIT INTEGRATED HEALTH SYSTEM IN THE NATION. WITH REVENUES OF MORE THAN $27 BILLION, THE NEWLY COMBINED ORGANIZATION COMPRISES MORE THAN 1,000 SITES OF CARE AND 67 HOSPITALS WITH MORE THAN 21,000 PHYSICIANS AND NEARLY 42,000 NURSES. THE HEALTH SYSTEM DELIVERS NEARLY $5 BILLION IN ANNUAL COMMUNITY BENEFIT. CONSTRUCTION BEGAN IN SEPTEMBER 2022 ON THE NEW $450 MILLION CARE TOWER ON THE ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER CAMPUS. BEFORE CONSTRUCTION BEGAN, CREWS SPENT SIX MONTHS REMOVING A PARKING DECK AND COMPLETING A NEW HELIPAD. THE CARE TOWER WILL INCLUDE AN UPGRADED EMERGENCY DEPARTMENT, STATE-OF-THE-ART OPERATING ROOMS, AND ENHANCED ADULT INTENSIVE CARE UNITS. THE PROJECT IS THE FIRST IN A SERIES OF SIGNIFICANT INVESTMENTS IN THE TRIAD REGION FOLLOWING ATRIUM HEALTH WAKE FOREST BAPTIST'S STRATEGIC COMBINATION WITH ATRIUM HEALTH. FORM 990, PART III, LINE 4A RESEARCH AWARDS RECEIVED BY WFUHS (PRINCIPALLY AS WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE) DURING 2022 TOTALED JUST OVER $319 MILLION, INCLUDING $203.1 MILLION FROM FEDERAL SOURCES (INCLUDING THE NATIONAL INSTITUTES OF HEALTH AND THE U.S. DEPARTMENT OF DEFENSE), $60.7 MILLION FROM NONPROFIT AND STATE SOURCES, AND $55.2 MILLION FROM INDUSTRY SOURCES. NOTABLE RESEARCH GRANTS ANNOUNCED DURING THE PERIOD INCLUDED A $36 MILLION AWARD FROM THE DEFENSE THREAT REDUCTION AGENCY, PART OF THE DEPARTMENT OF DEFENSE, THAT WILL ENABLE THE WAKE FOREST INSTITUTE FOR REGENERATIVE MEDICINE TO ESTABLISH A RESEARCH AND DEVELOPMENT PROGRAM TO STUDY THE WAYS IN WHICH A VIRUS WILL INVADE AND INFECT HUMANS. THE PROGRAM, WHICH HAS BEEN TERMED PATHOGENESIS AND TOXICITY FORECASTING USING MULTI-ORGANOID SYSTEMS (PATMOS), USES THE INSTITUTE'S BODY-ON-A-CHIP PLATFORM TO INVESTIGATE THE BIOCHEMICAL CHANGES THAT TAKE PLACE IN VIRAL INFECTIONS. AMONG OTHER RESEARCH AWARDS: A FIVE-YEAR GRANT EXPECTED TO TOTAL $30 MILLION FROM THE NATIONAL INSTITUTE OF AGING TO HELP TEST A NOVEL REHABILITATION PROGRAM DESIGNED FOR OLDER PATIENTS HOSPITALIZED FOR ACUTE HEART FAILURE; A FIVE-YEAR, APPROXIMATELY $9 MILLION GRANT FROM THE NATIONAL INSTITUTE OF NEUROLOGICAL DISORDERS AND STROKE TO STUDY THE USE OF OXYTOCIN, A NATURALLY OCCURRING HORMONE, AS A TREATMENT FOR PAIN AFTER INJURY; A FIVE-YEAR, $4 MILLION GRANT THROUGH THE NATIONAL INSTITUTES OF HEALTH (NIH) TO FUND THE HELPING END ADDICTION LONG-TERM (HEAL) INITIATIVE, WHICH WILL HELP RESEARCHERS CREATE AN INTEGRATIVE MANAGEMENT OF CHRONIC PAIN AND OUD FOR WHOLE RECOVERY (IMPOWR): COORDINATION CENTER FOR A NETWORK OF CLINICAL RESEARCH CENTERS THAT INCLUDES THE UNIVERSITY OF NEW MEXICO, YALE UNIVERSITY, ALBERT EINSTEIN COLLEGE OF MEDICINE AND THE UNIVERSITY OF PITTSBURGH; A FIVE-YEAR, $3.5 MILLION NIH GRANT THAT WILL SUPPORT THE STUDY OF HOW THE COVID-19 PANDEMIC IMPACTED OPIOID USE DISORDER AND HOW THE COVID-19 RESPONSE AND MITIGATION POLICIES IMPACT HEALTH OUTCOMES, ESPECIALLY IN VULNERABLE POPULATIONS; A FIVE-YEAR, $3.2 MILLION GRANT FROM THE NATIONAL CANCER INSTITUTE TO STUDY WHETHER MIND-BODY PRACTICES, SUCH AS GENTLE YOGA OR SELF-REFLECTION, MAY BENEFIT PATIENTS UNDERGOING SURGERY; A FIVE-YEAR, $3.1 MILLION GRANT FROM THE NATIONAL HEART, LUNG AND BLOOD INSTITUTE THAT WILL ENABLE RESEARCHERS FROM ATRIUM HEALTH WAKE FOREST BAPTIST'S NATIONAL CANCER INSTITUTE-DESIGNATED COMPREHENSIVE CANCER CENTER, VIRGINIA COMMONWEALTH UNIVERSITY MASSEY CANCER CENTER AND DUKE CANCER INSTITUTE TO COLLABORATE IN A FIRST-OF-ITS-KIND PROSPECTIVE STUDY TO LOOK FOR THE EARLIEST SIGNS OF HEART VESSEL DAMAGE IN YOUNG, PRE-MENOPAUSAL BREAST CANCER SURVIVORS; A $2.5 MILLION GRANT FROM THE NATIONAL CANCER INSTITUTE CANCER TO STUDY POTENTIAL TREATMENT OPTIONS FOR APPENDICEAL CANCER; AND A $1.7 MILLION NIH GRANT TO FUND THE LONG-TERM EFFECTIVENESS OF THE ANTI-OBESITY MEDICATION PHENTERMINE (LEAP) TRIAL, A PLACEBO-CONTROLLED, RANDOMIZED CONTROLLED TRIAL THAT WILL ENROLL 1,000 ADULTS AT FIVE SITES ACROSS THE U.S. AND WILL SEEK TO GAIN A BETTER UNDERSTANDING OF THE EFFECTS OF PHENTERMINE NOT ONLY ON WEIGHT, BUT ALSO CHANGES IN BLOOD PRESSURE, HEART RATE, BLOOD SUGAR AND CHOLESTEROL LEVELS. 1. CLINICAL SERVICES ATRIUM HEALTH WAKE FOREST BAPTIST IS NATIONALLY RECOGNIZED FOR CLINICAL EXCELLENCE AND INTERNATIONALLY KNOWN FOR PIONEERING RESEARCH AND CLINICAL INNOVATION. IT OFFERS EXPERTISE IN MORE THAN 100 AREAS OF MEDICINE, ENCOMPASSING COMPREHENSIVE PREVENTIVE AND HIGHLY SPECIALIZED CARE FOR ALL AGES. ATRIUM HEALTH WAKE FOREST BAPTIST'S NETWORK INCLUDES THE 167-BED COMPREHENSIVE CANCER CENTER AND THE 144-BED BRENNER CHILDREN'S HOSPITAL, BOTH OF WHICH ARE ON THE ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER CAMPUS IN WINSTON-SALEM, AS WELL AS COMMUNITY HOSPITALS IN DAVIDSON, DAVIE, GUILFORD AND WILKES COUNTIES. BRENNER CHILDREN'S HOSPITAL ALSO INCLUDES THE DALE AND KAREN SISEL NEONATAL INTENSIVE CARE UNIT, WITH 51 ALL-PRIVATE ROOMS. ACROSS ITS SERVICE AREA OF NORTHWEST NORTH CAROLINA AND SOUTHWEST VIRGINIA, ATRIUM HEALTH WAKE FOREST BAPTIST HAS FIVE EMERGENCY DEPARTMENTS; 11 URGENT CARE LOCATIONS; 367 PHYSICIAN PRACTICES, INCLUDING PRIMARY CARE AND SPECIALTY CLINICS; 28 CANCER CARE LOCATIONS; AND THREE AMBULATORY SURGERY CENTERS. AS OF DECEMBER 31, 2022, ATRIUM HEALTH WAKE FOREST BAPTIST EMPLOYED 25,479 PEOPLE, INCLUDING 1,531 PHYSICIANS, 2,727 ACTIVE MEDICAL STAFF; 3,031 PROVIDERS ALIGNED THROUGH ITS ACCOUNTABLE CARE ORGANIZATION AND CLINICALLY INTEGRATED NETWORK; 1,084 ADVANCED PRACTICE PROVIDERS; AND 4,293 NURSES. FOR THE 2022 CALENDAR YEAR, THE ATRIUM HEALTH WAKE FOREST BAPTIST SYSTEM HAD 74,178 ACUTE CARE BEDDED DISCHARGES; 237,863 EMERGENCY DEPARTMENT VISITS; 2,363,920 PHYSICIAN OFFICE VISITS; 129,683 URGENT CARE VISITS; AND 120,120 VIRTUAL CARE AND E-VISITS. IN FEBRUARY 2022, THE PEDIATRIC HEART PROGRAMS AT ATRIUM HEALTH WAKE FOREST BAPTIST BRENNER CHILDREN'S HOSPITAL AND ATRIUM HEALTH LEVINE CHILDREN'S HOSPITAL COMBINED INTO ONE FULLY COMPREHENSIVE TEAM WITH THE GOAL OF CREATING A BEST-IN-CLASS HEART PROGRAM FOR PATIENTS ACROSS THE CAROLINAS AND BEYOND. ATRIUM HEALTH WAKE FOREST BAPTIST LAUNCHED A NEW VIRTUAL SERVICE IN EARLY 2022 TO BETTER AND MORE QUICKLY MEET THE NEEDS OF PATIENTS HOSPITALIZED AT THE HEALTH SYSTEM'S DAVIE AND WILKES MEDICAL CENTERS. ONCE A PATIENT HAS GIVEN PERMISSION TO A CLINICIAN FOR A VIRTUAL VISIT, A NURSE BRINGS A CART TO THE BEDSIDE COMPLETE WITH A REMOTE CAMERA, MICROPHONE, SPEAKER, AND STETHOSCOPE, ALLOWING A PHYSICIAN WITHIN THE ATRIUM HEALTH WAKE FOREST BAPTIST SYSTEM TO EXAMINE THE PATIENT AND LISTEN TO THEIR LUNG, CHEST, AND BOWEL SOUNDS. ATRIUM HEALTH WAKE FOREST BAPTIST'S DAVIE AND LEXINGTON MEDICAL CENTERS EACH RECEIVED TWO NATIONAL HONORS FROM THE LEAPFROG GROUP. DAVIE MEDICAL CENTER WAS ANNOUNCED AS A TOP GENERAL HOSPITAL FOR THE SECOND CONSECUTIVE YEAR AND WAS AWARDED AN A GRADE FOR THE THIRD TIME IN LEAPFROG'S FALL 2022 HOSPITAL SAFETY GRADES. LEXINGTON MEDICAL CENTER WAS ANNOUNCED AS A TOP TEACHING HOSPITAL FOR THE FIRST TIME AND WAS AWARDED AN A GRADE IN LEAPFROG'S FALL 2022 HOSPITAL SAFETY GRADES FOR THE SEVENTH CONSECUTIVE TIME. ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER RECEIVED THE BUILDING COMMISSIONING ASSOCIATION'S NATIONAL COMMISSIONING EXCELLENCE AWARD FOR EXISTING BUILDINGS FOR THE WORK THE MEDICAL CENTER HAS DONE TO INCREASE ENERGY EFFICIENCY AND INDOOR ENVIRONMENTAL QUALITY. DAVIE AND WILKES MEDICAL CENTERS WERE NAMED AS BEST HOSPITALS IN AMERICA BY MONEY, FORMERLY KNOWN AS MONEY MAGAZINE. ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER RECEIVED AN EVALUATION OF 95 OUT OF 100 AND THE DESIGNATION OF "LGBTQ+ HEALTHCARE EQUALITY TOP PERFORMER" IN THE HUMAN RIGHTS CAMPAIGN FOUNDATION'S 15TH ANNIVERSARY EDITION OF THE HEALTHCARE EQUALITY INDEX, THE NATION'S FOREMOST BENCHMARKING SURVEY OF HEALTH CARE FACILITIES ON POLICIES AND PRACTICES DEDICATED TO THE EQUITABLE TREATMENT AND INCLUSION OF THEIR LGBTQ+ PATIENTS, VISITORS, AND EMPLOYEES. AMONG CERTIFICATIONS, ATRIUM HEALTH WAKE FOREST BAPTIST'S CHILDREN'S SURGERY PROGRAM WAS RE-VERIFIED IN 2022 AS A LEVEL I CHILDREN'S SURGERY CENTER BY THE AMERICAN COLLEGE OF SURGEONS. THE PROGRAM, INCLUDING LOCATIONS AT BOTH BRENNER CHILDREN'S HOSPITAL AND OUTPATIENT SURGERY CLEMMONS, WAS ONE OF ONLY TWO IN THE STATE TO RECEIVE THIS VERIFICATION. ATRIUM HEALTH WAKE FOREST BAPTIST BECAME THE FIRST HEALTH SYSTEM IN THE COUNTRY TO RECEIVE THE JOINT COMMISSION'S GOLD SEAL OF APPROVAL FOR OSTEOPOROSIS CERTIFICATION. DAVIE MEDICAL CENTER'S CORE LABORATORY RECEIVED ACCREDITATION FROM THE COLLEGE OF AMERICAN PATHOLOGISTS, THE WORLD'S LARGEST ORGANIZATION OF BOARD-CERTIFIED PATHOLOGISTS AND A LEADING PROVIDER OF LABORATORY ACCREDITATION PROGRAMS. ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER WAS RECERTIFIED AS A COMPREHENSIVE STROKE CENTER THE HIGHEST DESIGNATION POSSIBLE BY THE JOINT COMMISSION. ATRIUM HEALTH ALSO RECEIVED THE AMERICAN HEART ASSOCIATION'S GET WITH THE GUIDELINES-STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD AT 12 FACILITIES ACROSS NORTH CAROLINA AND GEORGIA, INCLUDING WAKE FOREST BAPTIST MEDICAL CENTER'S COMPREHENSIVE STROKE CENTER IN WINSTON-SALEM. THE DESIGNATION HONORS ATRIUM HEALTH FOR ITS COMMITMENT TO ENSURING STROKE PATIENTS RECEIVE THE MOST APPROPRIATE TREATMENT ACCORDING TO NATIONALLY RECOGNIZED, RESEARCH-BASED GUIDELINES. FORM 990, PART III, LINE 4A 2. OUTREACH ATRIUM HEALTH WAKE FOREST BAPTIST CONTINUES A BROAD-BASED EFFORT TO REACH UNDERSERVED POPULATIONS ACROSS ITS SERVICE AREA. THE MEDICAL CENTER'S ANNUAL COMMUNITY BENEFITS REPORT REFLECTS THIS COMMITMENT. FOR TAX ENDED DECEMBER 31, 2022, ATRIUM HEALTH WAKE FOREST BAPTIST REPORTED THAT IT PROVIDED COMMUNITY BENEFITS VALUED AT $767.5 MILLION. THOSE BENEFITS SUPPORTED THESE AREAS: - FINANCIAL ASSISTANCE (FKA CHARITY CARE) - COMMUNITY HEALTH IMPROVEMENT AND OUTREACH PROGRAMS - EDUCATION AND TRAINING OF MEDICAL AND HEALTH PROFESSIONS AND CLINICAL RESEARCH - SUBSIDIZED HEALTH SERVICES AT THE DOWNTOWN HEALTH PLAZA, BETHESDA, AND SOUTHSIDE HEALTH CLINICS IN WINSTON-SALEM - UNREIMBURSED COSTS OF GOVERNMENT-FUNDED PROGRAMS, PRIMARILY MEDICARE AND MEDICAID ONE ANCHOR OF OUTREACH FOR THE ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER IS ITS DOWNTOWN HEALTH PLAZA, A FULL-SERVICE, OUTPATIENT MEDICAL CLINIC THAT SERVES MANY OF FORSYTH COUNTY'S UNINSURED AND UNDERINSURED RESIDENTS WITH A STATE-OF-THE-ART MEDICAL HOME. IN ADDITION TO CLINICAL CARE, THE DOWNTOWN HEALTH PLAZA OFFERS COMMUNITY HEALTH FAIRS, DIABETES EDUCATION AND A CENTERING PREGNANCY PROGRAM THAT IS REDUCING THE INCIDENCE OF LOW BIRTH-WEIGHT BABIES. DURING THE 2022 CALENDAR YEAR, 54,464 PATIENT VISITS (18,283 WITH DISTINCT MEDICAL RECORD NUMBERS) WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA, AND ANOTHER 9,562 VISITS (3,855 WITH DISTINCT MEDICAL RECORD NUMBERS) WERE RECORDED AT WINSTON EAST PEDIATRICS, A NEARBY ATRIUM HEALTH WAKE FOREST BAPTIST CARE FACILITY SERVING THE UNINSURED AND UNDERINSURED. IN SEPTEMBER 2022, ATRIUM HEALTH WAKE FOREST BAPTIST WAS ANNOUNCED AS THE EXCLUSIVE MEDICAL PARTNER OF THE NEW METROPOLITAN VILLAGE MIXED-USE REDEVELOPMENT EFFORT IN EAST WINSTON-SALEM. ATRIUM HEALTH WAKE FOREST BAPTIST WILL PARTNER WITH COMMUNITY LEADERS AND LIBERTY ATLANTIC DEVELOPMENT PARTNERS TO PROGRAM 8,000 SQUARE FEET OF COMMUNITY WELLNESS SPACE. IN ADDITION TO SPACE FOR HEALTH AND WELLNESS COACHING AND NURSE NAVIGATORS WHO CAN WORK DIRECTLY WITH RESIDENTS ON THEIR GOALS AND NEEDS, THE MAYA ANGELOU CENTER FOR HEALTH EQUITY, WHICH IS PART OF WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, WILL RELOCATE ITS HEADQUARTERS TO THE SPACE TO ESTABLISH A HEALTH EQUITY CENTER IN THE HEART OF EAST WINSTON-SALEM. METROPOLITAN VILLAGE IS AN "EQUITABLE REDEVELOPMENT" EFFORT ANNOUNCED BY UNITED METROPOLITAN MISSIONARY BAPTIST CHURCH IN MARCH 2022 THAT INCLUDES NUMEROUS INITIATIVES TO HELP IMPROVE THE LIVES OF ITS RESIDENTS. THE $65 MILLION MIXED-USE, MIXED-INCOME EFFORT SITS EAST OF U.S. HIGHWAY 52 ADJACENT TO THE CHURCH AND WILL INCLUDE 324 RESIDENTIAL UNITS. ON-GOING WORK OF ATRIUM HEALTH WAKE FOREST BAPTIST INCLUDES: - REGULAR COMMUNITY-BASED HEALTH CLINICS, INCLUDING THE WEEKLY DELIVERING EQUAL ACCESS TO CARE (DEAC) CLINIC. THESE CLINICS, SPONSORED BY PRIVATE ORGANIZATIONS AND CHURCHES WITH VOLUNTEER ASSISTANCE FROM ATRIUM HEALTH WAKE FOREST BAPTIST PHYSICIANS, NURSES, MEDICAL STUDENTS AND OTHERS, ATTRACT THOUSANDS OF PEOPLE TO SCREENINGS FOR ACUTE AND CHRONIC CONDITIONS. THE DEAC CLINIC, WHICH IS STUDENT-RUN AND PHYSICIAN-STAFFED, RELOCATED IN FALL 2022 TO ATRIUM HEALTH WAKE FOREST BAPTIST WINSTON EAST PEDIATRICS, LOCATED AT 2295 E. 14TH ST., IN WINSTON-SALEM. THE CLINIC SERVES UNINSURED RESIDENTS OF FORSYTH, DAVIDSON, DAVIE, STOKES, AND YADKIN COUNTIES FOR FREE BY APPOINTMENT ONLY EVERY MONDAY FROM 5:30 TO 9 P.M. AND OFFERS TELEHEALTH APPOINTMENTS ON A LIMITED BASIS. - THE SHARE THE HEALTH FAIR IS A FREE, ANNUAL COMMUNITY HEALTH DAY THAT OFFERS SCREENINGS, HEALTH EDUCATION AND PHYSICIAN CONSULTATIONS, AND TYPICALLY REACHES HUNDREDS OF PEOPLE. IT IS OPEN TO ADULTS REGARDLESS OF AGE, INSURANCE COVERAGE, INCOME LEVEL OR IMMIGRATION STATUS. INTERPRETERS ARE AVAILABLE FOR NON-ENGLISH SPEAKERS AND FREE CHILDCARE IS ALSO PROVIDED. THE EVENT IS HOSTED BY STUDENTS FROM WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE AND SUPPORTED BY NORTHWEST AHEC. WHILE THIS ANNUAL COMMUNITY HEALTH DAY WAS TEMPORARILY SUSPENDED DUE TO THE COVID-19 PANDEMIC, IT RESUMED IN NOVEMBER 2022. - SCHOOL HEALTH ALLIANCE FOR FORSYTH COUNTY IS A PROGRAM PROVIDING MEDICAL SERVICES TO STUDENTS, REGARDLESS OF THEIR ABILITY TO PAY, TO KEEP YOUTH IN FORSYTH COUNTY HEALTHY, IN SCHOOL, AND READY TO LEARN. WITH CLINICAL LOCATIONS IN FORSYTH COUNTY SCHOOLS AND PROVIDED BY ATRIUM HEALTH WAKE FOREST BAPTIST'S MOBILE HEALTH CLINIC, SERVICES OFFERED TO STUDENTS INCLUDE COMPREHENSIVE WELL-CHILD AND ADOLESCENT EXAMS, IMMUNIZATIONS, DIAGNOSIS AND TREATMENT OF ILLNESS OR INJURY, MANAGEMENT OF CHRONIC DISEASES SUCH AS ASTHMA AND DIABETES, MENTAL HEALTH ASSESSMENT AND TREATMENT, HEALTH EDUCATION, NUTRITION EDUCATION, AND HEALTH PROMOTION/DISEASE PREVENTION PROGRAMS. - STOP THE BLEED TRAINING IS A PROGRAM TO PROVIDE TRAINING TO WINSTON-SALEM/FORSYTH COUNTY SCHOOLS EDUCATORS, COACHES, AND ADMINISTRATORS. NURSING STAFF AND CERTIFIED ATHLETIC TRAINERS FROM ATRIUM HEALTH WAKE FOREST BAPTIST DEMONSTRATED WAYS TO PROVIDE IMMEDIATE BLEEDING CONTROL TO VICTIMS OF A TRAUMATIC EVENT BEFORE PROFESSIONAL HELP ARRIVES. THE SCHOOL SYSTEM RECEIVED MORE THAN 200 BLEEDING CONTROL KITS FOR ELEMENTARY, MIDDLE AND HIGH SCHOOLS. THE KITS ARE SIMILAR TO THE TRAUMA KITS THAT WAKE FOREST BAPTIST HAS DONATED TO STATE AND LOCAL LAW ENFORCEMENT AGENCIES AND OTHER AREA SCHOOL SYSTEMS. - TRANSITIONAL AND SUPPORTIVE CARE, A PROGRAM OF POPULATION HEALTH, CREATES A BRIDGE BETWEEN ACUTE CARE SERVICES AND REINTRODUCTION TO THE COMMUNITY. THE PROGRAMMING INCLUDES AMBULATORY RN CARE MANAGERS, SOCIAL WORKERS, COMMUNITY HEALTH WORKERS, PHARMACISTS, AND ED ENHANCED CARE NURSES THAT SUPPORT COMPLEX CARE PATIENTS (INCLUDING UNINSURED PATIENTS) IN OUR WAKECARE CONNECT TO ENSURE PATIENTS ARE TRANSITIONED AND CONNECTED TO A PRIMARY CARE MEDICAL HOME TO MEASURING THE IMPACT OF ED AND IP UTILIZATION REDUCTION. - FAITHHEALTHNC, AN INITIATIVE THAT CONNECTS THE CARING STRENGTHS OF CONGREGATIONS, THE CLINICAL EXPERTISE OF PROVIDERS AND A NETWORK OF COMMUNITY RESOURCES TO EASE THOSE ON THE JOURNEY TO HEALTH AND HEALING, STRENGTHENING COMMUNITIES IN THE PROCESS. - SUPPORT, COUNSELING AND CONTINUING CARE PROGRAMS ENABLE THE ORGANIZATION TO CARE FOR PATIENTS AND THEIR FAMILIES LONG AFTER DISCHARGE TO HELP THEM DETERMINE WHAT SERVICES ARE AVAILABLE TO THEM TO ASSIST WITH RECOVERY. VARIOUS OPTIONS ARE OFFERED THROUGH THE PROGRAM: SUPPORT GROUPS, ENHANCED CARE RESOURCE NURSES, ADVANCED PRACTICE PROVIDERS, SKILLED NURSING FACILITY PARTNERS, PALLIATIVE CARE, AND AHWFB CARE AT HOME, A JOINT PROGRAM BETWEEN AHWFB AND HUMANA THAT FOCUSES ON HELPING ADULT PATIENTS OF ALL AGES WITH COMPLEX HEALTH PROBLEMS. - THE NORTH CAROLINA SERIOUS ILLNESS COALITION (NCSIC) IS A STATEWIDE PARTNERSHIP TO ENGAGE A BROAD RANGE OF STAKEHOLDERS AND THEIR PERSPECTIVES, INCLUDING PROVIDERS, CONSUMERS, POLICY ADVOCATES, INDUSTRIES, AND OTHERS, TO ACCELERATE THE SOLUTIONS NEEDED TO ACHIEVE THE DESIRED VISION FOR SERIOUS ILLNESS CARE. - BE INVOLVED IS AN ONLINE RESOURCE THAT WELCOMES COMMUNITY MEMBERS TO LEARN MORE ABOUT HUNDREDS OF CLINICAL TRIALS AND STUDIES AT AHWFB FOR WHICH THEY MAY BE ELIGIBLE. FORM 990, PART III, LINE 4A 3. EDUCATIONAL MISSION AND ACCOMPLISHMENTS THE CONSTITUENT ORGANIZATIONS OF ATRIUM HEALTH WAKE FOREST BAPTIST OPERATE A BROAD RANGE OF EDUCATIONAL PROGRAMS, GRADUATING SKILLED PRACTITIONERS. ATRIUM HEALTH WAKE FOREST BAPTIST AND WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE ATTRACT SOME OF THE WORLD'S MOST COMPETITIVE MEDICAL STUDENTS, RESIDENTS, AND FELLOWS, AS WELL AS STUDENTS IN CLINICAL PASTORAL CARE, NURSE ANESTHESIA AND OTHER AREAS. A PARTNERSHIP BETWEEN DAVIDSON-DAVIE COMMUNITY COLLEGE AND ATRIUM HEALTH WAKE FOREST BAPTIST ANNOUNCED IN AUGUST CREATED THE LARGEST HEALTH CARE APPRENTICESHIP IN NORTH CAROLINA. STUDENTS WILL BE ABLE TO WORK IN A HEALTH CARE PROFESSION WHILE TAKING COURSES RELATED TO THEIR CAREER GOALS. THE PARTNERSHIP INCLUDES MEDICAL ASSISTING, MEDICAL LABORATORY TECHNOLOGY, NURSING, LICENSED PRACTICAL NURSING, PHARMACY TECHNOLOGY, CENTRAL STERILE PROCESSING, SURGICAL TECHNOLOGY, AND NURSE AIDE. THE COLLEGE WILL WORK WITH OTHER HEALTH CARE PARTNERS TO ESTABLISH APPRENTICESHIPS IN HEALTH INFORMATION TECHNOLOGY, EMERGENCY MEDICAL TECHNICIAN AND PARAMEDIC. IN AUGUST 2022, THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE (WFUSOM) WELCOMED 145 MD STUDENTS CHOSEN FROM AMONG 11,066 APPLICANTS FOR THE CLASS OF 2026. IN THE MOST RECENT NATIONAL RANKINGS ISSUED BY U.S. NEWS & WORLD REPORT, THE SCHOOL'S PHYSICIAN ASSISTANT PROGRAM REMAINED NO. 7 AND THE NURSE ANESTHESIA PROGRAM REMAINED NO. 10. THE WFUSOM WAS AGAIN RECOGNIZED BY U.S. NEWS & WORLD REPORT FOR ITS MEDICAL RESEARCH, RANKING 47TH NATIONALLY, UP FROM 48TH THE PREVIOUS YEAR, IN THE 2023 EDITION OF BEST GRADUATE SCHOOLS. FOR CALENDAR YEAR 2022, ATRIUM HEALTH WAKE FOREST BAPTIST PROVIDED $148.9 MILLION IN EDUCATION FUNDING FOR MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND IN RESEARCH FUNDING NOT COVERED BY OUTSIDE SOURCES. SUCH INVESTMENTS SUPPORT THE TRAINING OF HUNDREDS OF STUDENTS. AS OF DECEMBER 31, 2022, THOSE INCLUDED 573 MD STUDENTS, 750 PHYSICIAN RESIDENTS AND FELLOWS, 397 GRADUATE STUDENTS, 173 PHYSICIAN ASSISTANT STUDENTS, 21 STUDENTS IN THE NURSE ANESTHESIA MASTER'S PROGRAM, 73 STUDENTS PURSUING THE DOCTOR OF NURSING PRACTICE DEGREE (34 IN THE ONLINE PROGRAM AND 39 PURSUING THE DUAL DNP AND NURSE ANESTHESIA DEGREE), AND 21 PASTORAL CARE CHAPLAIN RESIDENTS, FELLOWS, AND INTERNS. IN ADDITION, 152 STUDENTS WERE ENROLLED IN THE VIRGINIA TECH-WAKE FOREST UNIVERSITY SCHOOL OF BIOMEDICAL ENGINEERING AND SCIENCES, WITH 70 OF THOSE ON THE WAKE FOREST CAMPUS. DURING THE 2021-22 ACADEMIC YEAR, THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, OFFERED 2,441 CONTINUING PROFESSIONAL DEVELOPMENT ACTIVITIES FOR PRACTICING HEALTH CARE PROFESSIONALS THAT DREW 42,633 TOTAL PARTICIPANTS FROM THROUGHOUT THE REGION. FORM 990, PART IV, LINE 20B THE HOSPITAL HAS ATTACHED A COPY OF ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ITS CALENDAR YEAR ENDED DECEMBER 31, 2022 TO THE FORM 990. THE CONSOLIDATED FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE ACCRUAL BASIS IN CONFORMITY WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDE THE ASSETS AND OPERATIONS OF ALL ATRIUM HEALTH, INC. CONTROLLED ENTITIES, AND ATRIUM HEALTH WAKE FOREST BAPTIST ENTITIES (UNDER COMMON MANAGEMENT), INCLUDING: -NORTH CAROLINA BAPTIST HOSPITAL (THE FILING ORGANIZATION) AND AFFILIATES, -WAKE FOREST UNIVERSITY HEALTH SCIENCES AND AFFILIATES, -WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AND AFFILIATES, -CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (DBA ATRIUM HEALTH CHARLOTTE) AND AFFILIATES, -FLOYD HEALTHCARE MANAGEMENT, INC. (DBA ATRIUM HEALTH FLOYD) AND AFFILIATES, AND -NAVICENT HEALTH INC. (DBA ATRIUM HEALTH NAVICENT) AND AFFILIATES. ALL SIGNIFICANT INTERCOMPANY TRANSACTIONS HAVE BEEN ELIMINATED IN CONSOLIDATION. FORM 990, PART VI, SECTION A, LINE 2 BRADLEY CLARK AND TERRY WILLIAMS, BOTH OFFICERS OF THE FILING ORGANIZATION, HAD A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF THE FILING ORGANIZATION ("NCBH"), WAKE FOREST UNIVERSITY ("THE UNIVERSITY", UNRELATED TO NCBH), WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS", UNRELATED TO NCBH), AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") APPROVED A MEDICAL CENTER INTEGRATION AGREEMENT ("MCIA") WHEREBY AN INTEGRATED ACADEMIC MEDICAL CENTER (COLLECTIVELY, "THE MEDICAL CENTER") WAS CREATED THAT COMBINED CLINICAL CARE, MEDICAL EDUCATION AND RESEARCH ACTIVITIES CONDUCTED BY THOSE PARTIES AND THEIR RESPECTIVE SUBSIDIARY ENTITIES, UNDER THE DELEGATED OPERATIONAL MANAGEMENT AND OVERSIGHT OF WFUBMC (ITSELF A NORTH CAROLINA NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS WERE THEN THE UNIVERSITY AND NCBH). EFFECTIVE ON OCTOBER 9, 2020 AND PURSUANT TO A HEALTH SYSTEM INTEGRATION AGREEMENT AMONG NCBH, THE UNIVERSITY, WFUHS, WFUBMC, AND THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY ("CMHA," A NORTH CAROLINA HOSPITAL AUTHORITY THAT OPERATES A MULTI-STATE INTEGRATED HEALTHCARE SYSTEM IN THE SOUTHEASTERN UNITED STATES), THE MEDICAL CENTER AND CMHA BECAME PARTICIPANTS IN A SINGLE, INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "ENTERPRISE") MANAGED AND OVERSEEN BY ATRIUM HEALTH, INC. ("ATRIUM"), A NEW JOINT OPERATING COMPANY WITHOUT MEMBERS WHOSE 16-PERSON BOARD OF DIRECTORS (THE "ATRIUM BOARD") IS COMPRISED INITIALLY OF 13 CMHA DESIGNEES AND THREE MEDICAL CENTER DESIGNEES; THE MCIA WAS AMENDED TO INCLUDE ATRIUM AS A THIRD MEMBER OF WFUBMC AND TO RECONSTITUTE THE WFUBMC BOARD TO INCLUDE 17 VOTING DIRECTORS OF WHOM THE UNIVERSITY DESIGNATES SIX, NCBH DESIGNATES SIX, ATRIUM DESIGNATES THREE, AND THE WFUBMC BOARD ELECTS TWO; AND THE MEDICAL CENTER (INCLUDING WFUHS AND THE SCHOOL OF MEDICINE) WAS ESTABLISHED AS THE ACADEMIC CORE OF THE ENTERPRISE RESPONSIBLE FOR ITS ACADEMIC AND RESEARCH ACTIVITIES. UNDER THIS ARRANGEMENT, EACH ENTERPRISE PARTICIPANT (AND ITS AFFILIATES) MAINTAINS ITS SEPARATE LEGAL EXISTENCE AND CONTINUES TO OWN ITS ASSETS AND RETAIN ALL POWER, AUTHORITIES, RIGHTS AND REMEDIES NECESSARY OR APPROPRIATE TO ALLOW IT TO COMPLY WITH ITS PRE-EXISTING DEBT INSTRUMENTS. WFUBMC AND CMHA DELEGATED AUTHORITY TO ATRIUM TO MANAGE AND OVERSEE THEIR ACTIVITIES AND OPERATIONS, SUBJECT TO THE AUTHORITY OF THE UNIVERSITY, WFUHS, AND WFUBMC OVER ACADEMIC AND RESEARCH MATTERS, THE EXERCISE OF CERTAIN RESERVED POWERS, AND THE CARRYING OUT OF CERTAIN RESPONSIBILITIES BY THE WFUBMC BOARD AND THE CMHA BOARD OF COMMISSIONERS. THE RESERVED POWERS OF EACH ENTERPRISE PARTICIPANT INCLUDE THE POWER TO APPROVE A CHANGE IN ITS FUNDAMENTAL BUSINESS OR MISSION AND, SUBJECT TO THE ATRIUM BOARD'S APPROVAL, TO DEVELOP ITS STRATEGIC PLANS (WHICH WILL BE GENERALLY CONSISTENT WITH THOSE OF THE ENTIRE ENTERPRISE) AND ITS CAPITAL AND OPERATING BUDGETS. ON MAY 9, 2022, ATRIUM HEALTH, INC. ("ATRIUM"), ADVOCATE AURORA HEALTH, INC. ("AAH") AND ADVOCATE HEALTH, INC. ("ADVOCATE HEALTH") ENTERED INTO A MASTER AGREEMENT (THE "MASTER AGREEMENT") WHICH CONTEMPLATES A TRANSACTION (THE "ADVOCATE HEALTH TRANSACTION") PURSUANT TO WHICH, IN RELEVANT PART, EFFECTIVE AS OF THE CONSUMMATION THEREOF (THE "EFFECTIVE DATE"): - ATRIUM AND AAH WOULD DELEGATE TO ADVOCATE HEALTH, A NEWLY FORMED NONPROFIT CORPORATION OF WHICH THEY ARE THE SOLE MEMBERS, THE POWER AND AUTHORITY (SUBJECT TO CERTAIN RETAINED POWERS) TO MANAGE AND OVERSEE, AS AN INTEGRATED ORGANIZATION, A COMBINED SYSTEM CONSISTING OF THE OPERATIONS OF EACH OF ATRIUM (INCLUDING THE ENTERPRISE CURRENTLY MANAGED AND OVERSEEN BY ATRIUM) AND AAH (THE "ADVOCATE HEALTH SYSTEM"); - ADVOCATE HEALTH'S 20-PERSON BOARD OF DIRECTORS (THE "ADVOCATE HEALTH BOARD") WOULD CONSIST OF 10 AAH DIRECTORS AND 10 ATRIUM DIRECTORS (INCLUDING SEVEN CMHA DESIGNEES AND THREE WFUBMC DESIGNEES); - ATRIUM WOULD RETAIN (AND NOT DELEGATE TO ADVOCATE HEALTH) THE POWERS (AMONG OTHERS) NECESSARY FOR IT TO COMPLY WITH ITS OBLIGATIONS TO WFU, WFUBMC, WFUHS AND THE SCHOOL OF MEDICINE SET FORTH IN THE CURRENT AGREEMENTS AMONG THOSE ENTITIES, ATRIUM AND CMHA (AS AMENDED AS OF THE EFFECTIVE DATE, THE "WAKE AGREEMENTS"); - THE POWER AND AUTHORITY OF ADVOCATE HEALTH OVER AND WITH RESPECT TO WFUBMC, WFUHS AND THE OTHER WFUBMC AFFILIATES (THE "WAKE FOREST BAPTIST ENTITIES") AND WFU FROM AND AFTER THE EFFECTIVE DATE WOULD IN NO EVENT EXCEED THE CONTRACTUAL POWER AND AUTHORITY OF ATRIUM OVER AND WITH RESPECT TO THE WAKE FOREST BAPTIST ENTITIES AND WFU IMMEDIATELY PRIOR TO THE EFFECTIVE DATE; - ADVOCATE HEALTH WOULD (I) HONOR THE CONTRACTUAL RIGHTS AND BENEFITS OF THE WAKE FOREST BAPTIST ENTITIES AND WFU SET FORTH IN THE WAKE AGREEMENTS AND (II) PERFORM, OR CAUSE TO BE PERFORMED, THE CONTRACTUAL OBLIGATIONS OF ATRIUM AND CMHA TO THE WAKE FOREST BAPTIST ENTITIES AND WFU SET FORTH IN THE WAKE AGREEMENTS; AND - ADVOCATE HEALTH WOULD APPROVE ALL ANNUAL CAPITAL AND OPERATING BUDGETS OF AAH AND ATRIUM (INCLUDING THE WFUBMC BUDGETS), SUBJECT TO THE WAKE AGREEMENTS AND IN ACCORDANCE WITH THE SAME BUDGETING PRINCIPLES CURRENTLY APPLICABLE UNDER THE TERMS OF THE ATRIUM TRANSACTION (AS EXPANDED TO APPLY TO THE ADVOCATE HEALTH SYSTEM). FORM 990, PART VI, SECTION B, LINE 11B THE FILING ORGANIZATION'S BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW AND COMMENT PRIOR TO ITS FILING. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL BOARD TRUSTEES PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS (AND AS THEY ARISE), ALL TRUSTEES AND OFFICERS OF THE FILING ORGANIZATION ARE ASKED TO REVIEW THE APPLICABLE CONFLICTS OF INTEREST POLICY AND TO DESCRIBE ANY POTENTIAL CONFLICTS OF INTEREST THEY MAY HAVE. UPON COMPLETION OF THE CONFLICTS OF INTEREST SURVEY, THE LEGAL DEPARTMENT REVIEWS THE COMPLETED QUESTIONNAIRES ON BEHALF OF THE FILING ORGANIZATION. ANY CONFLICTS IDENTIFIED ARE COMMUNICATED TO THE FILING ORGANIZATION'S CHAIRMAN OF THE BOARD AND ARE PRESENTED TO THE MEDICAL CENTER GOVERNANCE AND COMPENSATION COMMITTEE. ALL CONFLICTS OF INTEREST ARE RESOLVED BY MANAGEMENT PLANS DEVELOPED BY THE MEDICAL CENTER GOVERNANCE AND COMPENSATION COMMITTEE AND THE INTERNAL AUDIT AND COMPLIANCE OFFICES. THE MEDICAL CENTER GOVERNANCE AND COMPENSATION COMMITTEE'S CHAIR PRESENTS AN ANNUAL REPORT ON CONFLICTS TO THE FULL BOARD OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 AS MOST OF THE OFFICERS AND OTHER SENIOR EXECUTIVES OF THE FILING ORGANIZATION HOLD IDENTICAL OFFICES OR POSITIONS IN WFUBMC (AND IN WFUHS), THE DETERMINATION OF THE COMPENSATION OF SUCH INDIVIDUALS IS CONDUCTED VIA THE PROCESS UTILIZED BY THE WFUBMC BOARD, AS FOLLOWS: THROUGH AN AMENDMENT OF THE WFUBMC BYLAWS, A SENIOR EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE WFUBMC BOARD WAS CREATED; IT IS COMPRISED OF THE MEMBERS OF THE ATRIUM HEALTH INC. DIVERSITY, INCLUSION AND COMPENSATION COMMITTEE. THE COMMITTEE HAS AND EXERCISES SUCH AUTHORITY AS THE [WFUBMC] BOARD DELEGATES TO IT, INCLUDING THE REVIEW AND APPROVAL OF SENIOR EXECUTIVE COMPENSATION, INCLUDING SENIOR EXECUTIVE INCENTIVE PLANS AND ANY DEVIATIONS THEREFROM; AND THE REVIEW OF, AND ADVICE TO THE CEO REGARDING, THE RECRUITMENT OF THE FILING ORGANIZATION'S SENIOR EXECUTIVES. NO MEMBER OF THE COMMITTEE IS AN EMPLOYEE OF WFUBMC OR OF THE FILING ORGANIZATION. THE COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT EXPERIENCED IN HEALTHCARE TO PROVIDE THE COMMITTEE WITH COMPENSATION COMPARABILITY DATA FOR NEW EXECUTIVE POSITION APPOINTMENTS AND FOR COMPENSATION REVIEWS FOR EXISTING EXECUTIVES. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY-SITUATED NONPROFIT HEALTHCARE ORGANIZATIONS. THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH WFUBMC AND FILING ORGANIZATION POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO: BOARD-ESTABLISHED EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM PEER ACADEMIC MEDICAL CENTERS OF SIMILAR ORGANIZATIONS OF SIMILAR STRUCTURE, SIZE, AND COMPLEXITY; CAREFUL DOCUMENTATION OF ALL COMPENSATION DECISIONS; AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE COMMITTEE ARE CONTEMPORANEOUSLY MAINTAINED AND THAT COMPARABILITY DATA IS MAINTAINED IN THE WFUBMC AND FILING ORGANIZATION'S OFFICE OF EXECUTIVE COMPENSATION SERVICES. IN THE EVENT THAT A MEMBER OF THE COMMITTEE HAS A CONFLICT OF INTEREST RELATED TO EXECUTIVE APPOINTMENT OR COMPENSATION, THAT MEMBER DOES NOT PARTICIPATE IN THE DELIBERATION OR APPROVAL OF APPOINTMENT OR COMPENSATION AND SUCH ABSTENTION IS NOTED IN THE COMMITTEE'S MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S BYLAWS ARE NOT PUBLISHED, BUT PROVISIONS FROM THE BYLAWS ARE INCLUDED AS NECESSARY IN THE ORGANIZATION'S POLICIES, AND ARE ATTACHED TO THE FORM 1023 FILED FOR THE ORGANIZATION WITH THE IRS, WHICH IS PUBLICLY AVAILABLE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. PART VII, SECTION A, COLUMN B - HOURS ARTHUR A. GIBEL FILING ORG 2.0 RELATED ORG 6.0 A. LEE HERRING FILING ORG 2.0 RELATED ORG 6.0 WILLIAM C. WARDEN, JR. FILING ORG 2.0 RELATED ORG 18.0 SHEREE B. WATSON FILING ORG 2.0 RELATED ORG 6.0 EDWIN L. WELCH, JR. FILING ORG 2.0 RELATED ORG 6.0 STEPHEN L. ROBERTSON FILING ORG 2.0 RELATED ORG 6.0 UNRELATED ORG 2.0 JULIE A. FREISCHLAG, M.D. FILING ORG 15.7 RELATED ORG 5.1 UNRELATED ORG 19.2 J. MCLAIN WALLACE, JR. FILING ORG 12.8 RELATED ORG 8.1 UNRELATED ORG 19.1 KAREN H. HUEY FILING ORG 0 RELATED ORG 0 LISA M. MARSHALL FILING ORG 5.0 RELATED ORG 20.0 UNRELATED ORG 15.0 BRADLEY A. CLARK FILING ORG 2.2 RELATED ORG 4.3 UNRELATED ORG 33.5 TERRY G. WILLIAMS FILING ORG 2.5 RELATED ORG 4.2 UNRELATED ORG 33.3 KEVIN P. HIGH, M.D. FILING ORG 8.8 RELATED ORG 21.0 UNRELATED ORG 10.2 WILLIAM D. SHOWALTER FILING ORG 7.9 RELATED ORG 20.0 UNRELATED ORG 12.1 STEPHAN P. LILLIE FILING ORG 13.0 RELATED ORG 10.0 UNRELATED ORG 17.0 MICHAEL T. WAID FILING ORG 26.5 RELATED ORG 5.0 UNRELATED ORG 8.5 CATHLEEN A. WHEATLEY, DNP FILING ORG 38.4 UNRELATED ORG 1.6 ALISA L. STARBUCK, DNP FILING ORG 40.0 ARTHUR MICK FISHER FILING ORG 7.9 UNRELATED ORG 32.10 TODD BANKHEAD FILING ORG 40.0 A MEDICAL CENTER INTEGRATION AGREEMENT ("MCIA") WAS ORIGINALLY ENTERED INTO IN 2010 AMONG FOUR PARTIES: WAKE FOREST UNIVERSITY ("WFU"), WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS"), WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC"), AND NORTH CAROLINA BAPTIST HOSPITAL ("NCBH"). PURSUANT TO THE TERMS OF THE ORIGINAL MCIA, THE OPERATION OF WFUHS AND NCBH, AND ALL OF THE RESPECTIVE SUBSIDIARIES OF EACH, IS DELEGATED TO WFUBMC. ADDITIONALLY, THE CORPORATE OFFICERS OF WFUBMC GENERALLY SERVE AS THE CORPORATE OFFICERS OF WFUHS AND NCBH. THE MCIA WAS REVISED AND RESTATED IN 2020 TO DELEGATE OVERSIGHT AND MANAGEMENT AUTHORITY OVER WFUBMC TO ATRIUM HEALTH, INC. ("AHI"). CERTAIN DIRECTORS AND/OR CORPORATE OFFICERS OF WFUHS, NCBH, & WFUBMC ALSO SERVE AS DIRECTORS OR CORPORATE OFFICERS OF AHI AND/OR OF WFU. WFUBMC IS RELATED TO THE FILING ORGANIZATION. WFU, WFUHS, AND AHI ARE UNRELATED TO THE FILING ORGANIZATION. THUS, CERTAIN DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION DEVOTE HOURS TO RELATED ORGANIZATIONS (WFUBMC) AND/OR TO UNRELATED ORGANIZATIONS (WFU, WFUHS, AND AHI) AS SHOWN IN THE BREAKDOWN OF HOURS ABOVE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 388,372,409. MANAGEMENT AND GENERAL EXPENSES 46,838,227. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 435,210,636. FORM 990, PART XI, LINE 9: ACTUARY GAINS /(LOSSES) 964,290. AFFILIATE GAINS/( LOSSES) 23,749,600. CLEMMONS MEDICAL PARK LLC MEDICAL CENTER BOULEVARD WINSTON SALEM NC 27157 800870210 REAL ESTATE HOLDING COMPANY NC 827212 30917421 NORTH CAROLINA BAPTIST HOSPITAL WAKE WELLQ LLC MEDICAL CENTER BOULEVARD WINSTON SALEM NC 27157 824319168 HEALTHCARE NC 0 0 CARENET INC NORTH CAROLINA BAPTIST HOSPITAL FOUNDATION MEDICAL CENTER BOULEVARD WINSTON SALEM NC 27157 561685120 SUPPORTING ORGANIZATION NC 501(C)(3) LINE 12A, I NORTH CAROLINA BAPTIST HOSPITAL 1 CARENET INC 2000 WEST FIRST STREET SUITE 410 WINSTON SALEM NC 27104 561977341 HEALTHCARE NC 501(C)(3) LINE 12B, II NORTH CAROLINA BAPTIST HOSPITAL 1 WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER MEDICAL CENTER BOULEVARD WINSTON SALEM NC 27157 510190238 HEALTHCARE NC 501(C)(3) LINE 12A, I N/A 0 MEDICAL FOUNDATION OF WFUHS & NCBH MEDICAL CENTER BOULEVARD WINSTON SALEM NC 27157 566036688 SUPPORTING ORGANIZATION NC 501(C)(3) LINE 12A, I N/A 0 ADVOCATE HEALTH INC 1000 BLYTHE BLVD CHARLOTTE NC 28203 884157429 HEALTHCARE NC 501(C)(3) LINE 12B, II 0 CORNERSTONE HEALTH ENABLEMENT STRATEGIC SOLUTIONS LLC 165 KIMEL PARK DRIVE STE B WINSTONSALEM NC 27103 461314057 MGMT & TRANSFORM. 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