WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (EIN 51-0190238)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349306028
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:08:04-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510190238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL | BusinessNameLine1Txt |
| Business Name Line2 | CENTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAKE | BusinessNameControlTxt |
| Phone | 3367164445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BOULEVARD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHAN LILLIE | PersonNm |
| Person Title | SVP & CFO | PersonTitleTxt |
| Phone | 3367164445 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHAN | PersonFirstNm |
| Person Last | LILLIE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE A FREISCHLAG MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BOULEVARD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $172,352,092 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAKEHEALTH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING FOR ALL | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 22939 | TotalEmployeeCnt |
| Total Volunteers | 1852 | TotalVolunteersCnt |
| Total Gross UBI | $42,215 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,787,460 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,388,866 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $68,031,137 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $148,331,288 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,162,522 | PYInvestmentIncomeAmt |
| CY Investment Income | $592,962 | CYInvestmentIncomeAmt |
| PY Other Revenue | $54,509 | PYOtherRevenueAmt |
| CY Other Revenue | $117,665 | CYOtherRevenueAmt |
| PY Total Revenue | $71,035,628 | PYTotalRevenueAmt |
| CY Total Revenue | $169,430,781 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,004,322 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,004,618 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $56,718,300 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $109,587,229 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,727,290 | PYOtherExpensesAmt |
| CY Other Expenses | $65,358,494 | CYOtherExpensesAmt |
| PY Total Expenses | $99,449,912 | PYTotalExpensesAmt |
| CY Total Expenses | $184,950,341 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$28,414,284 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$15,519,560 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $570,543,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $507,015,665 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $819,502,738 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $771,082,823 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$248,958,748 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$264,067,158 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OWAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (AT TIMES ALSO REFERRED TO AS THE "MEDICAL CENTER OR "WFUBMC OR "THE FILING ORGANIZATION") IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AT TIMES ALSO REFERRED TO AS "AHWFB"), A PREEMINENT LEARNING HEALTH SYSTEM AND ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE AND INNOVATION. AHWFB'S MISSION IS TO IMPROVE HEALTH, ELEVATE HOPE AND ADVANCE HEALING - FOR ALL AND ITS VISION IS TO BE THE FIRST AND BEST CHOICE FOR CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,437,433 | ExpenseAmt |
| Grant | $10,004,618 | GrantAmt |
| Revenue | $680,219 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $142,848,313 | ExpenseAmt |
| Revenue | $135,677,145 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,126,943 | ExpenseAmt |
| Revenue | $11,973,924 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $168,412,689 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2223 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22939 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIN KOEWING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367164445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BLVD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DONALD E FLOW | |||||||||
| CHAIR | 4.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DONNA A BOSWELL PHD | |||||||||
| DIRECTOR | 4.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| FELICIA ALLEN | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M VANN | |||||||||
| DIRECTOR | 4.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW A KING | |||||||||
| DIRECTOR | 4.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA L TURNER MD | |||||||||
| DIRECTOR (TO 12/31/22) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD STICK WILLIAMS | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD L SHACKELFORD | |||||||||
| DIRECTOR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEREE B WATSON | |||||||||
| DIRECTOR | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN L ROBERTSON | |||||||||
| DIRECTOR | 4.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN R WENTE PHD | |||||||||
| DIRECTOR | 5.50 | 34.50 | Yes (X) | $0 | $1,398,169 | $314,071 | |||
| WENDY R HITCHCOCK | |||||||||
| DIRECTOR (TO 12/31/22) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C WARDEN JR | |||||||||
| VICE CHAIR | 15.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| A DALE JENKINS | |||||||||
| DIRECTOR (FR 1/1/22) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN WELCH | |||||||||
| DIRECTOR (FR 1/1/22) | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHUR A GIBEL | |||||||||
| DIRECTOR | 4.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| A LEE HERRING | |||||||||
| DIRECTOR | 4.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADLEY A CLARK | |||||||||
| EVP, TREASURER | 4.00 | 36.00 | Yes (X) | $1,335,054 | $0 | $135,513 | |||
| J MCLAIN WALLACE JR | |||||||||
| SVP, GEN COUNSEL & SEC | 5.00 | 35.00 | Yes (X) | $984,139 | $0 | $159,721 | |||
| J REID MORGAN | |||||||||
| ASST SECRETARY | 6.00 | 34.00 | Yes (X) | $0 | $647,740 | $142,213 | |||
| JULIE A FREISCHLAG MD | |||||||||
| CEO, DEAN | 5.00 | 35.00 | Yes (X) | $0 | $5,155,928 | $668,096 | |||
| KEVIN P HIGH MD | |||||||||
| PRES, HEALTH SYSTEM | 20.00 | 20.00 | Yes (X) | $0 | $1,579,819 | $290,900 | |||
| LISA M MARSHALL | |||||||||
| VP, CH PHIL OFF | 20.00 | 20.00 | Yes (X) | $606,014 | $0 | $101,136 | |||
| STEPHAN L LILLIE | |||||||||
| SVP & CFO | 10.00 | 30.00 | Yes (X) | $526,927 | $0 | $96,105 | |||
| TERRY G WILLIAMS | |||||||||
| EVP, CH STR OFF (TO 7-31-22) | 4.10 | 35.90 | Yes (X) | $1,690,428 | $0 | $289,736 | |||
| WILLIAM D SHOWALTER | |||||||||
| SVP, CIO (TO 5-13-22) | 20.00 | 20.00 | Yes (X) | $520,841 | $0 | $29,632 | |||
| CATHLEEN WHEATLEY DNP | |||||||||
| PRES WFBMC, SVP CH NURS OF | 0.00 | 40.00 | $1,125,615 | $0 | $182,832 | Yes (X) | |||
| MICHAEL T WAID | |||||||||
| SVP, HLTH SYS OPS | 5.00 | 35.00 | $806,565 | $0 | $142,283 | Yes (X) | |||
| RAMI BADREDDINE MD | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $753,377 | $0 | $49,180 | Yes (X) | |||
| TODD BANKHEAD | |||||||||
| SVP, CLIN OPS | 40.00 | 0.00 | $721,874 | $0 | $132,279 | Yes (X) | |||
| A MICK FISHER | |||||||||
| SVP, CHRO | 25.00 | 15.00 | $889,085 | $0 | $81,765 | Yes (X) | |||
| KAREN H HUEY | |||||||||
| FORMER OFF (9-25-21) | 5.00 | 35.00 | $277,946 | $0 | $4,452 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $10,237,865 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,781,656 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,819,914 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3090 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| METRO AVIATION INC | |||||
| PO BOX 7008 | SHREVEPORT | LA | 71137 | AVIATION SERVICES | $9,017,728 |
| CORNERSTONE HEALTH ENABLEMENT STRATEGIC | |||||
| 1701 WESTCHESTER DR STE 850 | HIGH POINT | NC | 27262 | HEALTHCARE MANAGEMENT SERVICES | $3,164,012 |
| TRIMEDX HOLDINGS LLC | |||||
| PO BOX 636129 | CINCINNATI | OH | 45263 | CLINICAL ENGINEERING SERVICES | $1,047,596 |
| HEALTHCARE REALITY TRUST INC | |||||
| 3310 WEST END AVE | NASHVILLE | TN | 37203 | REAL ESTATE INVESTMENT SERVICES | $489,038 |
| LANDMARK BUILDERS OF THE TRIAD INC | |||||
| 3520 TRIAD COURT | WINSTONSALEM | NC | 27107 | CONSTRUCTION SERVICES | $457,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $138,866 | GovernmentGrantsAmt |
| All Other Contributions | $20,250,000 | AllOtherContributionsAmt |
| Total Contributions | $20,388,866 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT SERVICE REVENUE | 621110 | $146,411,459 | $146,369,244 | $42,215 |
| RESEARCH REVENUE | 541700 | $1,919,829 | $1,919,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $148,331,288 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,231,673 | TotalRevenueColumnAmt |
| Exclusion | $2,231,673 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,400,080 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,278,651 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $121,429 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $121,429 | TotalRevenueColumnAmt |
| Exclusion | $121,429 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,638,711 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,638,711 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,638,711 | TotalRevenueColumnAmt |
| Exclusion | -$1,638,711 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $185 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $3,949 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,764 | TotalRevenueColumnAmt |
| Exclusion | -$3,764 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,430,781 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $148,289,073 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $42,215 | UnrelatedBusinessRevenueAmt |
| Exclusion | $710,627 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,002,875 | TotalAmt |
| Program Services | $10,002,875 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743 | TotalAmt |
| Program Services | $1,743 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,474,043 | TotalAmt |
| Program Services | $1,237,022 | ProgramServicesAmt |
| Management And General | $1,237,021 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,529,005 | TotalAmt |
| Program Services | $81,362,978 | ProgramServicesAmt |
| Management And General | $7,166,027 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,207,087 | TotalAmt |
| Program Services | $3,802,268 | ProgramServicesAmt |
| Management And General | $404,819 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,624,127 | TotalAmt |
| Program Services | $8,698,064 | ProgramServicesAmt |
| Management And General | $926,063 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,752,967 | TotalAmt |
| Program Services | $4,295,622 | ProgramServicesAmt |
| Management And General | $457,345 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,182,928 | TotalAmt |
| Program Services | $2,699,466 | ProgramServicesAmt |
| Management And General | $483,462 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,515 | TotalAmt |
| Program Services | $395,655 | ProgramServicesAmt |
| Management And General | $70,860 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,876,709 | TotalAmt |
| Program Services | $5,716,163 | ProgramServicesAmt |
| Management And General | $160,546 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,057 | TotalAmt |
| Program Services | $12,770 | ProgramServicesAmt |
| Management And General | $2,287 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,537 | TotalAmt |
| Program Services | $660,671 | ProgramServicesAmt |
| Management And General | $84,866 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,678 | TotalAmt |
| Program Services | $82,128 | ProgramServicesAmt |
| Management And General | $10,550 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,300,047 | TotalAmt |
| Program Services | $18,875,383 | ProgramServicesAmt |
| Management And General | $2,424,664 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,264 | TotalAmt |
| Program Services | $217,345 | ProgramServicesAmt |
| Management And General | $27,919 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,356 | TotalAmt |
| Program Services | $87,160 | ProgramServicesAmt |
| Management And General | $11,196 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,708,217 | TotalAmt |
| Program Services | $5,880,892 | ProgramServicesAmt |
| Management And General | $2,827,325 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,836 | TotalAmt |
| Program Services | $733,504 | ProgramServicesAmt |
| Management And General | $53,332 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,272,063 | TotalAmt |
| Program Services | $1,127,259 | ProgramServicesAmt |
| Management And General | $144,804 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $14,964,343 | $14,964,343 | |
| BAD DEBT | $7,212,441 | $7,212,441 | |
| OTHER SUPPLIES | $391,503 | $346,937 | $44,566 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,950,341 | TotalAmt |
| Program Services | $168,412,689 | ProgramServicesAmt |
| Management And General | $16,537,652 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,685,951 | BOYAmt |
| EOY | $224,944,948 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,978,843 | BOYAmt |
| EOY | $2,388,761 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,445,107 | BOYAmt |
| EOY | $49,999,994 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,263,670 | BOYAmt |
| EOY | $21,692,886 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,953 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,661 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $55,836,445 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,957,007 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,340,002 | BOYAmt |
| EOY | $33,879,438 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,043,044 | BOYAmt |
| EOY | $85,829,818 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,365,537 | BOYAmt |
| EOY | $42,925,083 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,952,372 | BOYAmt |
| EOY | $15,952,372 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,880,803 | BOYAmt |
| EOY | $29,293,412 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,543,990 | BOYAmt |
| EOY | $507,015,665 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,621,959 | BOYAmt |
| EOY | $470,211,527 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,181,945 | BOYAmt |
| EOY | $916,166 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,697,389 | BOYAmt |
| EOY | $241,018,635 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,154,881 | BOYAmt |
| EOY | $20,173,006 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,443,196 | BOYAmt |
| EOY | $3,469,240 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,403,368 | BOYAmt |
| EOY | $35,294,249 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,502,738 | BOYAmt |
| EOY | $771,082,823 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$309,403,861 | BOYAmt |
| EOY | -$314,067,158 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,445,113 | BOYAmt |
| EOY | $50,000,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$248,958,748 | BOYAmt |
| EOY | -$264,067,158 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,543,990 | BOYAmt |
| EOY | $507,015,665 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$15,519,560 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,021,312 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,610,162 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| WAKE FOREST UNIV HEALTH SCIENCES | ||||
| 223849199 | 2 | Yes (1) | $10,000,000 | $0 |
| NORTH CAROLINA BAPTIST HOSPITAL | ||||
| 560552787 | 3 | Yes (1) | $0 | $0 |
| WAKE FOREST UNIVERSITY | ||||
| 560532138 | 2 | Yes (1) | $0 | $0 |
| ATRIUM HEALTH INC | ||||
| 843647453 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $10,000,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,612,339 | OtherCostOrOtherBasisAmt |
| Book Value | $9,612,339 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,960,424 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,199,200 | DepreciationAmt |
| Book Value | $18,761,224 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,260,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,202,565 | DepreciationAmt |
| Book Value | $57,651 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,393,345 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,555,242 | DepreciationAmt |
| Book Value | $1,838,103 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,610,121 | OtherCostOrOtherBasisAmt |
| Book Value | $3,610,121 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $33,879,438 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN SUBSIDIARIES | Desc |
| Book Value | $42,925,083 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $42,925,083 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASES (LESS ACCUM DEPREC) | Desc |
| Book Value | $29,293,412 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $29,293,412 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE PAYABLE | $32,933,445 |
| OTHER RESERVES | $2,360,804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,294,249 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE FOREST UNIVERSITY HEALTH SCIENCES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BOULEVARD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 223849199 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $10,000,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | ACADEMIC ENRICHMENT FUND | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS DISBURSED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULIE A FREISCHLAG MD | ||||||||||||||
| CEO, DEAN | $0 | $2,280,990 | $0 | $2,286,000 | $0 | $588,938 | $0 | $641,866 | $0 | $26,230 | $0 | $5,824,024 | $0 | $513,500 |
| TERRY G WILLIAMS | ||||||||||||||
| EVP, CH STR OFF (TO 7-31-22) | $819,455 | $0 | $833,750 | $0 | $37,223 | $0 | $258,788 | $0 | $30,948 | $0 | $1,980,164 | $0 | $0 | $0 |
| KEVIN P HIGH MD | ||||||||||||||
| PRES, HEALTH SYSTEM | $0 | $969,210 | $0 | $446,637 | $0 | $163,972 | $0 | $260,084 | $0 | $30,816 | $0 | $1,870,719 | $0 | $137,928 |
| SUSAN R WENTE PHD | ||||||||||||||
| DIRECTOR | $0 | $988,512 | $0 | $280,000 | $0 | $129,657 | $0 | $240,250 | $0 | $73,821 | $0 | $1,712,240 | $0 | $0 |
| BRADLEY A CLARK | ||||||||||||||
| EVP, TREASURER | $790,574 | $0 | $506,925 | $0 | $37,555 | $0 | $100,623 | $0 | $34,890 | $0 | $1,470,567 | $0 | $34,657 | $0 |
| CATHLEEN WHEATLEY DNP | ||||||||||||||
| PRES WFBMC, SVP CH NURS OF | $685,731 | $0 | $289,540 | $0 | $150,344 | $0 | $172,754 | $0 | $10,078 | $0 | $1,308,447 | $0 | $144,799 | $0 |
| J MCLAIN WALLACE JR | ||||||||||||||
| SVP, GEN COUNSEL & SEC | $590,200 | $0 | $252,513 | $0 | $141,426 | $0 | $144,251 | $0 | $15,470 | $0 | $1,143,860 | $0 | $116,382 | $0 |
| A MICK FISHER | ||||||||||||||
| SVP, CHRO | $528,917 | $0 | $314,509 | $0 | $45,659 | $0 | $65,609 | $0 | $16,156 | $0 | $970,850 | $0 | $19,548 | $0 |
| MICHAEL T WAID | ||||||||||||||
| SVP, HLTH SYS OPS | $474,436 | $0 | $214,939 | $0 | $117,190 | $0 | $111,317 | $0 | $30,966 | $0 | $948,848 | $0 | $93,078 | $0 |
| TODD BANKHEAD | ||||||||||||||
| SVP, CLIN OPS | $499,492 | $0 | $220,450 | $0 | $1,932 | $0 | $111,317 | $0 | $20,962 | $0 | $854,153 | $0 | $0 | $0 |
| RAMI BADREDDINE MD | ||||||||||||||
| PHYSICIAN | $726,774 | $0 | $5,833 | $0 | $20,770 | $0 | $21,400 | $0 | $27,780 | $0 | $802,557 | $0 | $0 | $0 |
| J REID MORGAN | ||||||||||||||
| ASST SECRETARY | $0 | $551,895 | $0 | $75,000 | $0 | $20,845 | $0 | $105,500 | $0 | $36,713 | $0 | $789,953 | $0 | $0 |
| LISA M MARSHALL | ||||||||||||||
| VP, CH PHIL OFF | $431,844 | $0 | $137,313 | $0 | $36,857 | $0 | $90,758 | $0 | $10,378 | $0 | $707,150 | $0 | $0 | $0 |
| STEPHAN L LILLIE | ||||||||||||||
| SVP & CFO | $413,720 | $0 | $112,451 | $0 | $756 | $0 | $85,069 | $0 | $11,036 | $0 | $623,032 | $0 | $0 | $0 |
| WILLIAM D SHOWALTER | ||||||||||||||
| SVP, CIO (TO 5-13-22) | $192,487 | $0 | $226,796 | $0 | $101,558 | $0 | $21,047 | $0 | $8,585 | $0 | $550,473 | $0 | $99,249 | $0 |
| KAREN H HUEY | ||||||||||||||
| FORMER OFF (9-25-21) | $0 | $0 | $74,196 | $0 | $203,750 | $0 | $4,452 | $0 | $0 | $0 | $282,398 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE DIVERSITY, INCLUSION, & COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE ATRIUM HEALTH, INC. BOARD OF DIRECTORS HAS AUTHORITY AS THE WFUBMC BOARD DELEGATES TO IT, FOR THE REVIEW AND APPROVAL OF SENIOR EXECUTIVE COMPENSATION, INCLUDING SENIOR EXECUTIVE INCENTIVE PLANS. NO MEMBER OF THE COMMITTEE IS AN EMPLOYEE OF WFUBMC. THE COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT EXPERIENCED IN HEALTHCARE TO PROVIDE THE COMMITTEE WITH COMPENSATION COMPARABILITY DATA FOR NEW EXECUTIVE POSITION APPOINTMENTS AND FOR COMPENSATION REVIEWS FOR EXISTING EXECUTIVES. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS. THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH WFUBMC POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE, STRUCTURE, AND COMPLEXITY AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE COMMITTEE ARE MAINTAINED IN THE ATRIUM HEALTH, INC. LEGAL DEPARTMENT. |
| PART I, LINES 4A-B | CERTAIN DIRECTORS, OFFICERS, AND HIGHLY COMPENSATED EMPLOYEES OF THE FILING ORGANIZATION PARTICIPATED IN AND/OR RECEIVED PAYMENTS FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN (RESTORATION OR SERP) AND/OR RECEIVED PAYMENTS FOR SEVERANCE. THE DETERMINATION OF THE PAYMENT AMOUNT FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FOLLOWED THE EMPLOYMENT ORGANIZATION'S COMPENSATION PROCEDURES. THE FOLLOWING DIRECTORS, OFFICERS, AND HIGHLY COMPENSATED EMPLOYEES RECEIVED PAYMENTS FROM THE FILING ORGANIZATION OR A RELATED ORGANIZATION 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 WILLIAM SHOWALTER $99,248 MICHAEL T. WAID $93,078 J. MCLAIN WALLACE, JR. $116,382 CATHLEEN WHEATLEY, DNP $144,800 LISA M. MARSHALL $31,313 A. MICK FISHER $19,615 SUSAN R. WENTE, PHD $225,000 J. REID MORGAN $75,000 |
| PART I, LINE 7 | CERTAIN OFFICERS, KEY EMPLOYEES AND FACULTY MEMBERS HAVE INCENTIVE COMPENSATION COMPONENTS CONTAINED IN THEIR EMPLOYMENT AGREEMENTS, AND THROUGH MEDICAL CENTER OR APPLICABLE RELATED ORGANIZATIONS' POLICIES. THESE ARE OFTEN GOAL-BASED AND ARE DETERMINED IN THE COURSE OF EVALUATION OF THE INDIVIDUAL'S PERFORMANCE BY HIS/HER DEPARTMENT CHAIR, SUPERVISOR OR THE COMPENSATION COMMITTEE OF THE BOARD, AS APPLICABLE. |
| FORM 990, PART VII, LINE 5 - COMPENSATION FROM UNRELATED ORGANIZATION | THE FOLLOWING OFFICERS WERE COMPENSATED BY THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY ("CMHA", DOING BUSINESS AS ATRIUM HEALTH), AN AFFILIATED BUT UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION. SEE PART VII AND SCHEDULE J, PART II FOR THEIR COMPENSATION. BRADLEY A. CLARK TERRY G. WILLIAMS |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA MEDICAL CARE COMMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521309402 | BondIssuerEIN |
| CUSIP | 65821DWH0 | CUSIPNum |
| Bond Issued | 2019-03-07 | BondIssuedDt |
| Issue Price | $92,690,857 | IssuePriceAmt |
| Purpose | VARIOUS CAPITAL PROJECTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $92,834,033 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $879,186 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $91,954,847 | CapitalExpendituresAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, ROW A, COLUMN E: | THE SERIES 2019 ISSUE WAS ISSUED AS ONE ISSUE FOR FEDERAL TAX PURPOSES IN THE AMOUNT OF $212,563,386. THE AMOUNT OF $92,690,857 IS THE PORTION OF THE ISSUE WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER IS RESPONSIBLE FOR. THE OTHER PORTIONS OF THE ISSUE ARE REPORTED ON SCHEDULE K OF FORM 990 FOR NORTH CAROLINA BAPTIST HOSPITAL ($73,819,143) AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ($46,053,368). |
| PART I, ROW A, COLUMN F: | THE PURPOSE OF THE ISSUE WAS TO FINANCE VARIOUS CAPITAL PROJECTS. |
| PART II, ROW 3, COLUMN A: | THE TOTAL PROCEEDS FOR THE ISSUE EXCEED THE ISSUE PRICE BY THE INVESTMENT EARNINGS EARNED AS OF 6/30/2020. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES W MORGAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $50,875 | TransactionAmt |
| Transaction | COMPENSATION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, (B) DESCRIPTION OF RELATIONSHIP | FormAndLineReferenceDesc |
| Explanation | JAMES W. MORGAN: FAMILY MEMBER OF THE FILING ORGANIZATION'S OFFICER, J. REID MORGAN, WAS PAID WAGES FOR HIS EMPLOYMENT WITH THE FILING ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC) IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), A PREEMINENT ACADEMIC LEARNING HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION AND INNOVATION. THE FOLLOWING PARAGRAPHS ARE PROVIDED TO EXPLAIN THE RELATIONSHIP OF THE FILING ORGANIZATION WITH OTHER ORGANIZATIONS WHICH TOGETHER COMPRISE "ATRIUM HEALTH WAKE FOREST BAPTIST," THE NAME NOT OF ANY ONE CORPORATE ENTITY, BUT USED GENERICALLY TO DESCRIBE A LARGE GROUP OF MOSTLY 501(C)(3) ORGANIZATIONS PERFORMING VARIOUS ACADEMIC LEARNING HEALTH SYSTEM ACTIVITIES IN NORTHWEST NORTH CAROLINA, INCLUDING PATIENT CARE, MEDICAL RESEARCH, TECHNOLOGY TRANSFER AND MEDICAL EDUCATION. WFUBMC IS A NORTH CAROLINA NONPROFIT CORPORATION WHOSE THREE MEMBERS ARE WAKE FOREST UNIVERSITY, NORTH CAROLINA BAPTIST HOSPITAL (NCBH) AND ATRIUM HEALTH INC. (EACH OF WHICH IS A NORTH CAROLINA NONPROFIT CORPORATION EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3)). PURSUANT TO AN AGREEMENT, INITIALLY ENTERED INTO ON JULY 1, 2010, AND SUBSEQUENTLY AMENDED AND RESTATED MULTIPLE TIMES INCLUDING, EFFECTIVE OCTOBER 9, 2020, AND AS AMENDED FEBRUARY 24, 2021 TO ADD ATRIUM HEALTH INC. AS A PARTY THERETO (INITIALLY KNOWN AS THE MEDICAL CENTER INTEGRATION AGREEMENT AND NOW AS THE AMENDED AND RESTATED MEDICAL CENTER INTEGRATION AGREEMENT OR THE MCIA), WFUBMC IS THE OVERALL UMBRELLA OPERATING ENTITY OF THE ATRIUM HEALTH SYSTEM'S NORTHWEST NORTH CAROLINA COMPONENT ENTITIES. NORTH CAROLINA BAPTIST HOSPITAL ("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, NCBH, WFUHS AND THE FILING ORGANIZATION FORMED A SINGLE, INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGH A JOINT OPERATING COMPANY, ATRIUM HEALTH INC. (A NORTH CAROLINA NONPROFIT CORPORATION PREVIOUSLY ORGANIZED BY CMHA AND WFUBMC). THROUGH THIS HEALTH CARE SYSTEM INTEGRATION AND PURSUANT TO AN AGREEMENT KNOWN AS THE "ENTERPRISE AGREEMENT," ATRIUM HEALTH INC. MANAGES AND OVERSEES THE BUSINESS, FACILITIES, SERVICES, PERSONNEL AND ACTIVITIES OF CMHA AND WFUBMC (COLLECTIVELY THE "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 TO (OR UNRELATED BUT AFFILIATED WITH) WFUBMC, IN ORDER TO PROVIDE A MORE COMPLETE PICTURE OF THE FILING ORGANIZATION'S ROLE IN THE INTEGRATED HEALTH SYSTEM'S COMPREHENSIVE ACTIVITIES. ATRIUM HEALTH WAKE FOREST BAPTIST IS NORTHWEST NORTH CAROLINA'S SOLE ACADEMIC LEARNING HEALTH SYSTEM, BRINGING TO THE REGION THE RESOURCES OF ONE OF AMERICA'S TOP HOSPITALS AND INNOVATIVE RESEARCH CENTERS AND A PREMIER MEDICAL SCHOOL. IT OPERATES WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS A FACULTY OF 2,376, INCLUDING PHYSICIANS AND BASIC SCIENTISTS WITH FULL OR ADJUNCT APPOINTMENTS. IN ADDITION TO THIS FACULTY, THE WAKE FOREST HEALTH NETWORK HAS MORE THAN 165 CLINICAL PRACTICES THROUGHOUT CENTRAL AND WESTERN NORTH CAROLINA. ATRIUM HEALTH WAKE FOREST BAPTIST HAS 1,551 LICENSED ACUTE CARE AND REHABILITATION BEDS ACROSS THE SYSTEM, WHICH ENCOMPASSES ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER ON ITS MAIN WINSTON-SALEM CAMPUS (885 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER (351 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER (94 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER (50 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER (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 ALSO 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, AN ENTERPRISE FOCUSED ON ADVANCING HEALTH CARE THROUGH NEW MEDICAL TECHNOLOGIES AND BIOMEDICAL DISCOVERY. AFTER SHARING PLANS TO COME TOGETHER IN MAY, ADVOCATE AURORA HEALTH AND ATRIUM HEALTH ANNOUNCED IN DECEMBER THAT 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, WHILE MAINTAINING A STRONG PRESENCE IN THE CHICAGO AND MILWAUKEE 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 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. 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. |
| FORM 990, PART III, LINE 4A | 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 SIX 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. |
| FORM 990, PART III, LINE 4A | 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. 2. OUTREACH ATRIUM HEALTH WAKE FOREST BAPTIST CONTINUES A BROAD-BASED EFFORT TO REACH UNDERSERVED POPULATIONS ACROSS ITS SERVICE AREA. WAKE FOREST BAPTIST MEDICAL CENTER'S ANNUAL COMMUNITY BENEFITS REPORT REFLECTS THIS COMMITMENT. FOR TAX YEAR 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 AND THE ANNUAL SHARE THE HEALTH FAIR AT THE DOWNTOWN HEALTH PLAZA IN WINSTON-SALEM. THESE CLINICS, SPONSORED BY PRIVATE ORGANIZATIONS 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. - FAITHHEALTHNC IS AN INITIATIVE THAT CONNECTS THE CARING STRENGTHS OF CONGREGATIONS, THE CLINICAL EXPERTISE OF PROVIDERS AND A NETWORK OF COMMUNITY RESOURCES TO EASE THOSE ON THE JOURNEY TO HEALTH AND HEALING WHILE STRENGTHENING COMMUNITIES IN THE PROCESS. 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 ASSISTANTS, 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 SCHOOL OF MEDICINE 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 SCHOOL OF MEDICINE 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 FISCAL YEAR 2022, ATRIUM HEALTH WAKE FOREST BAPTIST PROVIDED $125.3 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. |
| PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS | WAKE FOREST HEALTH NETWORK, LLC ("WFHN") IS A MULTI-DISCIPLINARY MEDICAL PRACTICE WITH MORE THAN 80 LOCATIONS IN COMMUNITIES THROUGHOUT CENTRAL NORTH CAROLINA. WFHN PROVIDED MEDICAL OUTPATIENT CARE SERVICES INCLUDING PRIMARY CARE, PEDIATRICS, WOMEN'S HEALTH, SPORTS MEDICINE, HEART HEALTH, CANCER CARE, AND NEUROLOGY. DURING THE YEAR ENDED DECEMBER 31, 2022, WFHN HAD APPROXIMATELY 1,032,472 CLINIC VISITS. WFHN HAS TRANSITIONED FROM THE TRADITIONAL "FEE-FOR-SERVICE" MODEL TO A PATIENT-CENTERED MEDICAL HOME SYSTEM PROVIDING EXPANDED ACCESS, INCREASED COORDINATION OF CARE, ENHANCED PATIENT EDUCATION FOR PREVENTION AND TREATMENT OF CHRONIC DISEASE, AND SOPHISTICATED TECHNOLOGICAL SUPPORT. WFHN PARTICIPATES IN THE MEDICARE SHARED SAVINGS PROGRAM ACCOUNTABLE CARE ORGANIZATIONS ("ACO") SPONSORED BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES ("CMS"). THROUGH THE SHARED SAVINGS PROGRAM, WFHN WORKS WITH CMS TO PROVIDE MEDICARE FEE-FOR-SERVICE BENEFICIARIES WITH HIGH QUALITY SERVICE AND CARE, WHILE REDUCING THE GROWTH IN MEDICARE EXPENDITURES THROUGH ENHANCED CARE COORDINATION. |
| PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS | WAKE AIR CARE, LLC (DBA "AIRCARE") IS PART OF AN EMS NETWORK SERVING PATIENTS IN NORTH CAROLINA, VIRGINIA, WEST VIRGINIA, TENNESSEE AND SOUTH CAROLINA. DURING THE YEAR ENDED DECEMBER 31, 2022, AIRCARE CONTINUED PROVIDING MEDICAL SERVICES UTILIZING AIR AND MOBILE AMBULANCES STATIONED IN STRATEGIC LOCATIONS TO PROVIDE FAST, SAFE TRANSPORTATION FOR CRITICALLY ILL AND INJURED PATIENTS. AIRCARE TREATS ADULTS AND PEDIATRIC PATIENTS WITH A VARIETY OF CONDITIONS, INCLUDING TRAUMA, CARDIAC, STROKE AND BURNS. AIRCARE RESPONDS TO CALLS FROM FIRST RESPONDERS AND HOSPITALS 24 HOURS A DAY, AND 7 DAYS A WEEK AND TREATS PATIENTS AT THE SCENE. THE CREW IS CERTIFIED IN SEVERAL AREAS OF EMERGENCY CARE AND HAVE UNDERGONE EXTENSIVE TRAINING IN ADVANCED AIRWAY MANAGEMENT, TRANSPORT PHYSIOLOGY, BURN AND TRAUMA CARE, PEDIATRICS, AND CARDIOLOGY. THE AIRCRAFT ARE EQUIPPED WITH SOPHISTICATED LIFE SUPPORT AND PATIENT CARE EQUIPMENT. |
| FORM 990, PART VI, SECTION A, LINE 2 | BRADLEY CLARK AND TERRY WILLIAMS, BOTH OFFICERS OF THE FILING ORGANIZATION, HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF THE FILING ORGANIZATION ("WFUBMC"), WAKE FOREST UNIVERSITY ("WFU"), WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS", A WHOLLY OWNED SUBSIDIARY OF WFU), AND NORTH CAROLINA BAPTIST HOSPITAL ("NCBH," AN ENTITY UNRELATED TO WFU AND WFUHS) APPROVED A MEDICAL CENTER INTEGRATION AGREEMENT ("MCIA") WHEREBY AN INTEGRATED ACADEMIC MEDICAL CENTER (COLLECTIVELY, "THE MEDICAL CENTER") WAS CREATED THAT COMBINED CLINICAL CARE, MEDICAL EDUCATION AND RESEARCH ACTIVITIES CONDUCTED BY THOSE PARTIES AND THEIR RESPECTIVE SUBSIDIARY ENTITIES, UNDER THE DELEGATED OPERATIONAL MANAGEMENT AND OVERSIGHT OF THE FILING ORGANIZATION, ITSELF A NORTH CAROLINA NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS WERE THEN WFU AND NCBH. EFFECTIVE ON OCTOBER 9, 2020 AND PURSUANT TO A HEALTH SYSTEM INTEGRATION AGREEMENT AMONG WFUBMC, WFU, WFUHS, NCBH, AND THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY ("CMHA," A NORTH CAROLINA HOSPITAL AUTHORITY THAT OPERATES A MULTI-STATE INTEGRATED HEALTHCARE SYSTEM IN THE SOUTHEASTERN UNITED STATES), THE MEDICAL CENTER AND CMHA BECAME PARTICIPANTS IN A SINGLE, INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "ENTERPRISE") MANAGED AND OVERSEEN BY ATRIUM HEALTH, INC. ("ATRIUM"), A NEW JOINT OPERATING COMPANY WITHOUT MEMBERS WHOSE 16-PERSON BOARD OF DIRECTORS (THE "ATRIUM BOARD") IS COMPRISED INITIALLY OF 13 CMHA DESIGNEES AND THREE MEDICAL CENTER DESIGNEES; THE MCIA WAS AMENDED TO INCLUDE ATRIUM AS A THIRD MEMBER OF WFUBMC AND TO RECONSTITUTE THE WFUBMC BOARD TO INCLUDE 17 VOTING DIRECTORS OF WHOM WFU DESIGNATES SIX, NCBH DESIGNATES 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 WFU, WFUHS, AND WFUBMC OVER ACADEMIC AND RESEARCH MATTERS, THE EXERCISE OF CERTAIN RESERVED POWERS, AND THE CARRYING OUT OF CERTAIN RESPONSIBILITIES BY THE WFUBMC BOARD 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 A, LINE 6 | PURSUANT TO THE ORGANIZATION'S AMENDED AND RESTATED ARTICLES OF INCORPORATION AND BYLAWS AND EFFECTIVE OCTOBER 9, 2020, THE ORGANIZATION'S THREE MEMBERS ARE ATRIUM HEALTH, INC., NORTH CAROLINA BAPTIST HOSPITAL, AND WAKE FOREST UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | PURSUANT TO THE ORGANIZATION'S AMENDED AND RESTATED BYLAWS EFFECTIVE OCTOBER 9, 2020, THE FILING ORGANIZATION ELECTS 2 INDEPENDENT VOTING MEMBERS OF THE BOARD. MEMBERS OF THE FILING ORGANIZATION ELECT THE REMAINING 15 VOTING MEMBERS OF THE BOARD AS FOLLOWS: NORTH CAROLINA BAPTIST HOSPITAL ELECTS 6 VOTING MEMBERS, WAKE FOREST UNIVERSITY ELECTS 6 VOTING MEMBERS, AND ATRIUM HEALTH, INC. ELECTS 3 VOTING MEMBERS. SEE EXPLANATION FOR PART VI, SECTION A, LINE 3 ON SCHEDULE O. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE AMENDMENT OF THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS MUST BE APPROVED BY THE MEMBERS. ADDITIONAL RESERVED POWERS ARE DESCRIBED IN THE EXPLANATION FOR PART VI, SECTION A, LINE 3 ON SCHEDULE O. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FILING ORGANIZATION'S BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW AND COMMENT PRIOR TO ITS FILING. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES ITS OFFICERS, DIRECTORS AND KEY EMPLOYEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DETERMINE ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS NOTED IN THE QUESTIONNAIRE ARE REVIEWED BY A STANDING COMMITTEE FOR APPROPRIATE RESOLUTION. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DETERMINE AND REPORT ANNUALLY, AND AS THEY ARISE, ANY POTENTIAL CONFLICTS OF INTEREST TO THE SECRETARY OF THE BOARD OF DIRECTORS. THE RESOLUTION OF POTENTIAL AND ACTUAL CONFLICTS IS SUBJECT TO THE APPROVAL OF THE CHAIR OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THROUGH AN AMENDMENT OF THE FILING ORGANIZATION'S BYLAWS, A SENIOR EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE FILING ORGANIZATION'S BOARD WAS CREATED; IT IS COMPRISED OF THE MEMBERS OF THE ATRIUM HEALTH INC. DIVERSITY, INCLUSION AND COMPENSATION COMMITTEE. THE DIVERSITY, INCLUSION, & COMPENSATION COMMITTEE OF THE ATRIUM HEALTH, INC. BOARD OF DIRECTORS HAS AUTHORITY AS THE WFUBMC BOARD DELEGATES TO IT, FOR THE REVIEW AND APPROVAL OF SENIOR EXECUTIVE COMPENSATION, INCLUDING SENIOR EXECUTIVE INCENTIVE PLANS. NO MEMBER OF THE COMMITTEE IS AN EMPLOYEE OF WFUBMC. THE COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT EXPERIENCED IN HEALTHCARE TO PROVIDE THE COMMITTEE WITH COMPENSATION COMPARABILITY DATA FOR NEW EXECUTIVE POSITION APPOINTMENTS AND FOR COMPENSATION REVIEWS FOR EXISTING EXECUTIVES. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS. THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH WFUBMC POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE, STRUCTURE, AND COMPLEXITY AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE COMMITTEE ARE MAINTAINED IN THE ATRIUM HEALTH, INC. LEGAL DEPARTMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S BYLAWS ARE NOT PUBLISHED, BUT PROVISIONS FROM THE BYLAWS ARE INCLUDED AS NECESSARY IN THE ORGANIZATION'S POLICIES, AND ARE ATTACHED TO THE FORM 1023 FILED FOR THE ORGANIZATION WITH THE IRS, WHICH IS PUBLICLY AVAILABLE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. |
| FORM 990, PART XI, LINE 9: | EQUITY METHOD - AFFILIATES -1,610,162. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| WAKE FOREST HEALTH NETWORK LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 561935767 | HEALTHCARE | NC | $135,677,145 | $83,862,415 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER |
| HPCA LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 880610769 | REAL ESTATE | NC | $0 | $50,000 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER |
| WAKE AIR CARE LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 823341863 | HEALTHCARE | NC | $11,973,924 | $3,727,541 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER |
| WFBMC TECHNICAL SERVICES LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 843419970 | INFORMATION TECHNOLOGY SERVICES | NC | $0 | $0 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA BAPTIST HOSPITAL | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | 560552787 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | N/A | 0 | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | 223849199 | HEALTHCARE, EDUCATION & RESEARCH | NC | 501(C)(3) | LINE 2 | 0 | WAKE FOREST UNIVERSITY | |
| WAKE FOREST UNIVERSITY | |||||||||||
| PO BOX 7201 | WINSTONSALEM | NC | 27109 | 560532138 | EDUCATION | NC | 501(C)(3) | LINE 2 | N/A | 0 | |
| LEXINGTON MEDICAL CENTER | |||||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27293 | 560543238 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | Yes (1) | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |
| LEXINGTON MEDICAL CENTER FOUNDATION | |||||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27293 | 581876553 | SUPPORTING ORGANIZATION | NC | 501(C)(3) | LINE 12A, I | 0 | LEXINGTON MEDICAL CENTER | |
| NORTHWEST COMMUNITY CARE NETWORK | |||||||||||
| 2000 WEST 1ST STREET | WINSTONSALEM | NC | 27104 | 020774853 | HEALTHCARE | NC | 501(C)(3) | LINE 7 | Yes (1) | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |
| FAITHHEALTH INNOVATIONS INC | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | 237426944 | HEALTHCARE | NC | 501(C)(3) | LINE 10 | Yes (1) | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |
| DAVIE MEDICAL CENTER | |||||||||||
| 329 NC HWY 801N | BERMUDA RUN | NC | 27006 | 562276994 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | Yes (1) | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |
| WRMC HOSPITAL OPERATING CORPORATION | |||||||||||
| PO BOX 609 | NORTH WILKESBORO | NC | 28659 | 830343789 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | Yes (1) | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |
| HIGH POINT REGIONAL HEALTH | |||||||||||
| PO BOX HP-5 | HIGH POINT | NC | 27261 | 560532309 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | Yes (1) | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |
| HIGH POINT REGIONAL HEALTH FOUNDATION | |||||||||||
| 601 N ELM STREET | HIGH POINT | NC | 27261 | 272854711 | SUPPORTING ORGANIZATION | NC | 501(C)(3) | LINE 12A, I | 0 | HIGH POINT REGIONAL HEALTH | |
| WILKES MEDICAL CENTER FOUNDATION | |||||||||||
| 1370 WEST D STREET | NORTH WILKESBORO | NC | 28659 | 822345613 | SUPPORTING ORGANIZATION | NC | 501(C)(3) | LINE 12A, I | 0 | WRMC HOSPITAL OPERATING CORP | |
| ATRIUM HEALTH INC | |||||||||||
| PO BOX 32861 | CHARLOTTE | NC | 28232 | 843647453 | HEALTHCARE | NC | 501(C)(3) | LINE 7 | N/A | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MS LAND HOLDING CO LLC | |||||||||||||
| 1901 MOONEY STREET | WINSTONSALEM | NC | 27103 | 824005370 | REAL ESTATE | NC | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | DEBT FINANCED 514 | 0 | Yes (1) | 0.55510 | ||
| HIGH POINT SURGERY CENTER LLC | |||||||||||||
| 600 N LINDSAY STREET | HIGH POINT | NC | 27262 | 561867005 | HEALTHCARE | NC | 0 | Yes (1) | N/A | ||||
| HHI-WS LLC | |||||||||||||
| 1201 EDWARDS MILL RD ST 300 | RALEIGH | NC | 27607 | 874035164 | INVESTMENT | NC | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | INVESTMENT | 0 | 0 | 0.95240 | $4,795,642 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGH POINT HEALTH CARE VENTURES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 N ELM STREET | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561497164 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DAVIE MEDICAL CENTER | ||
| Q | $57,424,211 | COST |
| DAVIE MEDICAL CENTER | ||
| S | $93,108,411 | COST |
| FAITH HEALTH INNOVATIONS INC | ||
| Q | $154,026 | COST |
| HIGH POINT REGIONAL HEALTH | ||
| Q | $283,561,742 | COST |
| HIGH POINT REGIONAL HEALTH | ||
| S | $318,990,637 | COST |
| LEXINGTON MEDICAL CENTER | ||
| Q | $76,801,651 | COST |
| LEXINGTON MEDICAL CENTER | ||
| S | $104,432,086 | COST |
| WRMC HOSPITAL OPERATING CORPORATION | ||
| Q | $74,047,275 | COST |
| WRMC HOSPITAL OPERATING CORPORATION | ||
| S | $83,404,923 | COST |
| HHI-WS LLC | ||
| B | $4,795,642 | COST |