2022-08-15T15:48:51-05:00 2021-09-30 ERNST & YOUNG US LLP 55 IVAN ALLEN JR BLVD STE 1000 ATLANTA GA 30308 990 2020-10-01 566017737 Wakemed % RICHARD F CARRICO CFO WAKEM WAKE 9193500522 3000 NEW BERN AVE RALEIGH NC 276101215 RICHARD F CARRICO CFO 9193500522 2022-08-15 true RICHARD F CARRICO XXX-XX-XXXX AERRIAL M ORR P01598400 4048174598 2022-08-15 3 2020 2022-09-23 18:48:47Z See Schedule O DONALD GINTZIG 3000 NEW BERN AVENUE RALEIGH NC 27610 1717646660 false X WWW.WAKEMED.ORG X 1965 NC THE MISSION OF WAKEMED IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH OUSTANDING AND COMPASSIONATE CARE TO ALL. 14 14 11611 945 15390004 0 30688852 19627718 1443232721 1687143974 22575622 11252165 5225045 -484142 1501722240 1717539715 2267511 1621599 0 0 844365237 947309036 0 0 0 612175218 724088325 1458807966 1673018960 42914274 44520755 1843918342 1954958944 980834098 979021065 863084244 975937879 X THE MISSION OF WAKEMED IS TO IMPROVE THE HEALTH AND WELL-BEING OF OUR COMMUNITY WITH UNDERSTANDING AND COMPASSIONATE CARE TO ALL. false false 354488877 0 435927140 SURGICAL SERVICES - WAKEMED PROVIDES SURGICAL SERVICES IN FIVE LOCATIONS THROUGHOUT THE COUNTY: WAKEMED RALEIGH CAMPUS, WAKEMED CARY HOSPITAL, WAKEMED NORTH, HOLLY SPRINGS SURGICAL VENTURES AND CAPITAL CITY SURGERY CENTER OF WHICH WAKEMED IS A MAJORITY INVESTOR. BY DELIVERING SURGICAL SERVICES TO ALL WHO SEEK CARE REGARDLESS OF THEIR ABILITY TO PAY AND BY HAVING INPATIENT SERVICES IN THREE DISTINCT LOCATIONS THROUGHOUT THE COUNTY, WAKEMED HAS IMPROVED ACCESS TO THESE NEEDED SERVICES. WAKEMED'S WIDE RANGE OF SURGICAL SPECIALTIES INCLUDE BARIATRIC, CARDIOVASCULAR AND THORACIC, ENT, HEAD AND NECK, ADULT AND PEDIATRIC GASTROINTESTINAL, GENERAL, NEUROSURGERY, OBSTETRICS AND GYNECOLOGY, ORTHOPEDICS, PEDIATRIC, UROLOGY, AND VASCULAR. AS WAKE COUNTY'S ONLY STATE DESIGNATED LEVEL 1 TRAUMA CENTER, WAKEMED PROVIDES COMPREHENSIVE TRAUMA SURGERY FOR GENERAL, ORTHOPEDIC, NEUROSURGERY, AND VASCULAR TRAUMA PATIENTS. BECAUSE ACCESS TO SPECIALTY CARE CONTINUES TO BE A KEY HEALTH CONCERN FACING OUR COMMUNITY, WAKEMED HAS EXPANDED ITS NETWORK OF SPECIALISTS THROUGH WAKEMED PHYSICIANS WHO PROVIDE SUBSPECIALTY CARE TO THE UNINSURED AND UNDERINSURED IN OUR COMMUNITY. OUR STAFF WORKS WITH THE PATIENT TO DISCOUNT THEIR FEES BASED ON INDIVIDUAL INCOME AND NEED. MANY PHYSICIANS ON THE MEDICAL STAFF CONTINUE THIS PRACTICE OF PROVIDING QUALITY CARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. IN FISCAL YEAR 2021, OUR SURGICAL PATIENTS INCLUDED 32% WHO WERE INSURED UNDER MEDICARE, 12.6% WHO WERE INSURED UNDER MEDICAID, AND 4.9% WHO WERE UNINSURED (OR "SELF-PAY OR CHARITY CARE"). 195119150 0 228301756 EMERGENCY SERVICES- A CRITICAL ISSUE FACING WAKE COUNTY RESIDENTS CONTINUES TO BE ACCESS TO AFFORDABLE HEALTH CARE. TO ADDRESS THIS CHALLENGE, WAKEMED HAS STRATEGICALLY PLACED SIX FULL-SERVICE, EMERGENCY DEPARTMENTS IN KEY GEOGRAPHIC AREAS THROUGHOUT THE COUNTY IN RALEIGH, CARY, NORTH RALEIGH, APEX, BRIER CREEK, AND GARNER. LOCATED IN RALEIGH, WAKEMED ALSO OPERATES THE ONLY CHILDREN'S EMERGENCY DEPARTMENT IN THE COUNTY. BECAUSE PHYSICIAN AVAILABILITY IS KEY TO OPENING ACCESS TO CARE, WAKEMED'S PHYSICIAN PRACTICES, HEALTHPLEXES, AND OUTPATIENT SERVICES ARE CONVENIENTLY POSITIONED THROUGH THE AREA. WAKEMED IS AMONG THE TOP THREE VOLUME PROVIDERS OF EMERGENCY CARE IN NORTH CAROLINA. WAKEMED'S RALEIGH CAMPUS IS ALSO HOME TO WAKE COUNTY'S ONLY LEVEL 1 TRAUMA CENTER, THE HIGHEST DESIGNATION AWARDED TO TRAUMA CENTERS IN NORTH CAROLINA. WAKEMED CARY HOSPITAL EMERGENCY DEPARTMENT IS A LEVEL III TRAUMA CENTER. OUR TRAUMA SERVICES INCLUDE A COMPREHENSIVE RESEARCH PROGRAM, INJURY PREVENTION PROGRAMS, FELLOWSHIP TRAINED TRAUMA SURGEONS ON-SITE 24/7, A MULTI-DISCIPLINARY TEAM OF PROFESSIONALS, THE CLINICAL SUPPORT OF SIX ADULT INTENSIVE CARE UNITS AND A PEDIATRIC INTENSIVE CARE UNIT, AS WELL AS A COMPREHENSIVE ACUTE, INPATIENT AND OUTPATIENT PHYSICAL REHABILITATION PROGRAM. WAKEMED'S EMERGENCY AND TRAUMA SERVICES TREAT ALL PATIENTS WHO PRESENT SEEKING MEDICAL CARE, REGARDLESS OF THEIR ABILITY TO PAY. IN FY 2021, 15% OF OUR TOTAL EMERGENCY PATIENTS WERE INSURED UNDER MEDICARE; 28.5% WERE INSURED UNDER MEDICAID; AND 15.4% WERE UNINSURED SELF-PAY/CHARITY CARE. OVER 44% OF ALL PATIENTS SEEN IN OUR EMERGENCY DEPARTMENTS ARE EITHER MEDICAID OR UNINSURED PATIENT, RESULTING IN WAKEMED PROVIDING CARE OF AN ESTIMATED 70% OF WAKE COUNTY'S UNINSURED AND MEDICAID PATIENTS. ALL STAND-ALONE LOCATIONS SERVE AREAS WHICH ARE OTHERWISE UNDERSERVED. 162186852 226130349 HEART CENTER - WAKEMED'S HEART AND VASCULAR PROGRAM IS ONE OF THE LARGEST AND MOST COMPREHENSIVE CARDIOVASCULAR PROGRAMS IN THE STATE OF NORTH CAROLINA. THIS YEAR, 20,355 CARDIOVASCULAR PROCEDURES WERE PERFORMED INCLUDING SURGERY, DIAGNOSTIC AND INTERVENTIONAL CARDIAC CATHETERIZATIONS AND ELECTROPHYSIOLOGY STUDIES. THOUSANDS MORE PATIENTS WERE TREATED MEDICALLY AS IN AND OUTPATIENTS THROUGHOUT THE SYSTEM. IN FISCAL YEAR 2021, OUR CARDIAC PATIENTS INCLUDED 38.1% WHO WERE INSURED UNDER MEDICARE, 11.4% WHO WERE INSURED UNDER MEDICAID, AND 10.4% WHO WERE UNINSURED (OR "SELF-PAY OR CHARITY CARE"). WAKEMED HEALTH & HOSPITALS HAS CONSISTENTLY BEEN NATIONALLY RECOGNIZED FOR EXCELLENCE IN BOTH STROKE AND HEART CARE. WAKEMED RALEIGH CAMPUS AND WAKEMED CARY HOSPITAL RECEIVED RECOGNITION FROM THE AMERICAN HEART ASSOCIATION AND THE AMERICAN STROKE ASSOCIATION THROUGH THEIR "GET WITH THE GUIDELINES (GWTG)" AWARDS, EACH EARNING GOLD PLUS ACHIEVEMENT AWARDS FOR BOTH STROKE CARE AND FOR HEART FAILURE CARE. THESE RECOGNITIONS SIGNIFY THAT WAKEMED HAS REACHED AN AGGRESSIVE GOAL OF TREATING BOTH STROKE AND HEART FAILURE PATIENTS ACCORDING TO THE GUIDELINES OF CARE RECOMMENDED BY THE AMERICAN STROKE ASSOCIATION, AMERICAN HEART ASSOCIATION, AND AMERICAN COLLEGE OF CARDIOLOGY. BOTH WAKEMED CARY HOSPITAL AND WAKEMED RALEIGH CAMPUS RECEIVED CHEST PAIN CENTER ACCREDITATION BY THE SOCIETY OF CARDIOVASCULAR PATIENT CARE, AND BOTH RECEIVED THE JOINT COMMISSION ADVANCED CERTIFICATION FOR PRIMARY STROKE CENTER. IN ADDITION, WAKEMED RALEIGH CAMPUS RECEIVED A THREE STAR RATING FROM THE SOCIETY OF THORACIC SURGEONS, IS RATED A TOP 50 CARDIOVASCULAR HOSPITAL BY IBM WATSON HEALTH, AND RECEIVED THE 2021 CIGNA CENTER OF EXCELLENCE DESIGNATION FOR HEART SURGERY & CARDIAC CATHETERIZATION AND ANGIOPLASTY. WAKEMED IS THE FIRST US HEALTH CARE SYSTEM TO IMPLEMENT ENHANCED RECOVERY AFTER CARDIAC SURGERY, WHICH CAUSE IT TO BE THE FIRST HOSPITAL TO BE NAMED A CENTER OF EXCELLENCE BY THE ERAS SOCIETY. A KEY SUPPORT SERVICE FOR OUR COMMUNITY, WAKEMED MOBILE CRITICAL CARE SERVICES IS A COMPREHENSIVE MEDICAL TRANSPORT PROGRAM THAT IMPROVES ACCESS TO ACUTE CARE AND FACILITATES TRANSPORT INTO, OUT OF, AND ACROSS THE HEALTH CARE SYSTEM. WAKEMED MOBILE CRITICAL CARE SERVICES TRANSPORTS PATIENTS THROUGHOUT THE REGION AND STATE. IN 2021, THE TEAM TRANSPORTED 20,709 PATIENTS. WAKEMED'S HEART CENTER HAS MADE SIGNIFICANT STRIDES IN PROGRAMS AND SERVICES AIMING TO REDUCE HEART DISEASE AND DIABETES, IMPROVE STROKE OUTCOMES AND IMPROVE PATIENTS' UNDERSTANDING OF DISEASE MANAGEMENT. WE KNOW THAT TEACHING PATIENTS ABOUT THEIR RISK FACTORS FOR HEART DISEASE AND ENCOURAGING HEALTHY BEHAVIORS THROUGH LIFESTYLE CHANGES BUILDS A FOUNDATION FOR A HEALTHIER POPULATION. THUS, THE WAKEMED HEART CENTER PROVIDES A COMPREHENSIVE CONTINUUM OF CARE FOR THE CARDIAC PATIENT FROM OUTREACH EDUCATION AND PREVENTION TO DIAGNOSIS, INTERVENTION, SURGERY, CARDIAC REHABILITATION AND ONGOING DISEASE MANAGEMENT FOR HEART FAILURE DIABETES. FREE EDUCATION PROGRAMS ARE OFFERED REGULARLY FOR OUR PATIENTS, THEIR FAMILY MEMBERS AND THE COMMUNITY TO COMPLEMENT OUR COMPREHENSIVE CARE SERVICES. BECAUSE THE FASTEST INTERVENTION PROVIDES THE BEST OUTCOMES, ALL OF WAKEMED'S EMERGENCY DEPARTMENTS ARE CERTIFIED CHEST PAIN CENTERS. WAKEMED RALEIGH CAMPUS AND CARY HOSPITAL ARE DESIGNATED PRIMARY STROKE CENTERS. ADDITIONALLY, WAKEMED'S HEART CENTER PROVIDES FREE HEALTH SCREENINGS THROUGHOUT THE COMMUNITY INCLUDING CHOLESTEROL SCREENINGS, BLOOD PRESSURE CHECKS, VASCULAR SCREENINGS, AND STROKE ASSESSMENTS. THESE SCREENINGS ARE DESIGNED TO BE A SECONDARY PREVENTION ACTIVITY TO DETECT EARLY ONSET OF DISEASE OR ILLNESS. WAKEMED HEART & VASCULAR PROVIDES NUMEROUS OPPORTUNITIES FOR HEART HEALTH EDUCATION AND CPR TRAINING IN THE COMMUITY. ONE OF OUR KEY OUTREACH PROGRAMS IS CPR ANYTIME. THIS PROGRAM IS PROVIDED AT MULTIPLE LOCATIONS IN WAKE COUNTY THROUGHOUT THE YEAR AND THE CPR ANYTIME KITS ARE PROVIDED AT NO COST TO PARTICIPANTS. WAKEMED DOES MAKE THE OPPORTUNITY FOR DONATIONS AVAILABLE TO HELP UNDERWRITE SOME OF THE COST AND ALLOW THE PROGRAM TO CONTINUE TO GROW. DONATIONS COVER LESS THAN 5% OF THE OVERALL COST. 792247509 1621599 795180124 1504042388 true true false true false false false false false true true false false true true false false true false false true false false false false false true true true false true true false false false false false false false false false false true false false false true true true true false false true 520 0 true 11611 true true true true CJ false false false false false false false false true false X 14 14 false false false false false true true true true false false true true true true true true true false true true NC X RICHARD F CARRICO CFO WAKEM 9193500522 3000 NEW BERN AVENUE RALEIGH NC 276101215 X Donald Gintzig President & CEO 80.0 0.0 X 1714605 0 40926 Bryon Boulton Physician 61.0 0.0 X 1290958 0 31751 Gurvinder S Deol Physician 65.0 0.0 X 1194430 0 37091 Judson Williams Physician 60.0 0.0 X 1181894 0 39048 Marc Silver Physician 55.0 0.0 X 1019033 0 39772 Jonathan Chappell Physician 60.0 0.0 X 1020631 0 32711 Denise Warren until 1220 EVP & Chief Operating Officer 65.0 0.0 X 699604 0 37072 Christopher DeRienzo SVP & Sys CMO as of 12/19 60.0 0.0 X 686164 0 39998 Rick Carrico EVP & Chief Financial Officer 70.0 0.0 X 622462 0 45641 Rebecca Andrews SVP & Administrator Raleigh 70.0 0.0 X 472133 0 32499 Thomas Gough as of 121 EVP & Chief Operating Officer 60.0 0.0 X 468490 0 19238 Seth Brody SVP, Physician Services 60.0 0.0 X 453399 0 17100 Charles Harr Chief Medical Officer, Raleigh 60.0 0.0 X 439692 0 19600 Susan James VP & Chief Legal Officer 65.0 0.0 X 412640 0 42498 Cynthia Alness-Boily SVP - Operations & CNO 75.0 0.0 X 413046 0 38371 JEANENE MARTIN UNTIL 920 SVP - HUMAN RESOURCES 55.0 0.0 X 400010 0 37382 Peter Marks VP & Chief Information Officer 60.0 0.0 X 397093 0 21590 Carolyn Knaup SVP - Ambulatory Services 75.0 0.0 X 368619 0 39183 John Perry VP, Medical Information 55.0 0.0 X 361590 0 43001 Rick Shrum VP & Chief Strategy Officer 55.0 0.0 X 349023 0 49080 Karen Bash CMO, North Hospital 60.0 0.0 X 364574 0 32740 Theodore Lotchin VP - CHIEF COMPL. & PRIVACY 60.0 0.0 X 331694 0 40718 Thomas Cavender VP, Facilities & Construction 50.0 0.0 X 335347 0 29574 Valerie Barlow VP, Clinical & Support SVCS 55.0 0.0 X 315828 0 43077 Christine Craig VP, Governmental Affairs 55.0 0.0 X 292379 0 34522 Debra Laughery VP, Marketing & Communications 65.0 0.0 X 300741 0 17707 Stephanie Sessoms VP, Finance 65.0 0.0 X 272917 0 31447 Shondra Brink VP, Wake Physician Practices 60.0 0.0 X 272071 0 26644 Sheldrick Streete until 221 VP, Nursing - Raleigh 55.0 0.0 X 249470 0 38835 BETSY GASKINS-MCCLAINE VP, Heart & Vascular 65.0 0.0 X 230758 0 23808 Thomas C Hughes VP Operations, Community Hosp. 60.0 0.0 X 198673 0 13638 Douglas Trocinski start 220 CMO, Cary Hosptial 60.0 0.0 X 178743 0 6149 Sheri Deshazo until 819 SVP & Administrator - North 0.0 0.0 X 169624 0 0 Roylyn Johnson Officer - Secretary 50.0 0.0 X 121578 0 17047 Larry Barbour BOARD MEMBER 2.5 0.0 X 0 0 0 Sonia Barnes BOARD MEMBER 2.0 0.0 X 0 0 0 Dan Blue III BOARD MEMBER 2.0 0.0 X 0 0 0 Margaret Bratton BOARD MEMBER (as of 10/20) 2.25 0.0 X 0 0 0 Henry L Darnell BOARD MEMBER 2.5 0.0 X 0 0 0 Vern Davenport BOARD MEMBER 1.75 0.0 X 0 0 0 A Blanton Godfrey PhD BOARD MEMBER 2.5 0.0 X 0 0 0 Thad L McDonald MD BOARD MEMBER 2.75 0.0 X 0 0 0 James Anthony Penry BOARD MEMBER 2.0 0.0 X 0 0 0 Robert C Rice Jr SECRETARY, BOARD MEMBER 2.5 0.0 X 0 0 0 Mary Nash Rusher BOARD MEMBER 2.0 0.0 X 0 0 0 Christina Alvarado Shanahan VICE CHAIR, BOARD OF DIRECTORS 2.0 0.0 X 0 0 0 Willy E Stewart CHAIR, BOARD OF DIRECTORS 3.5 0.0 X 0 0 0 Blount Williams BOARD MEMBER 2.25 0.0 X 0 0 0 15605338 0 884183 1538 true true false Morrison Healthcare PO Box 102289 ATLANTA GA 303682289 Nutrition Services 20476980 LABORATORY CORPORATION OF AMERICA PO BOX 12140 BURLINGTON NC 27216 DIAGNOSTIC TESTING 4462088 University of NC Hospitals General Accounting STE 2033 CHAPEL HILL NC 27517 Health Care System 3218583 Receivable Solutions Inc PO Box 21808 RALEIGH NC 27620 Collection Services 2440178 Fresenius Medical Care 1 6343 Collection Center Drive CHICAGO IL 60693 Hemodialysis Treatm 2215709 104 238182 17809582 1579954 54292 19627718 PATIENT SERVICES 621511 1602406459 1602406459 NON-PATIENT SERVICES 621500 13814655 13814655 CAFETERIA 722210 5103756 5103756 PURCH DISCNTS/REBATES/VHA 900099 3089138 3089138 OTHER OPERATING REVENUE 900099 56779830 26843196 825303 29111331 5950136 5200090 750046 1687143974 11501654 11501654 0 0 1227408 106945 1120463 0 1120463 1120463 240378 -489867 240378 -489867 -249489 -249489 0 0 0 0 0 0 0 0 0 LOSS FROM JOINT VENTURES 900099 -1604605 -1604605 -1604605 1717539715 1635934278 15390004 46587715 1621599 1621599 0 0 0 13142082 10513666 2628416 0 773885215 657802433 116082782 33010595 28059006 4951589 76566903 65081868 11485035 50704241 43098605 7605636 0 1166676 1096675 70001 352038 322291 29747 448656 421737 26919 0 1271222 1194949 76273 136335253 128155138 8180115 6421783 6036476 385307 49780495 46793665 2986830 23069851 21685660 1384191 0 32654852 30695561 1959291 857058 805635 51423 0 983794 924766 59028 18060873 18060873 0 77315630 77315630 3907204 3672772 234432 MEDICAL SUPPLIES 267573984 267573984 0 0 REPAIRS AND MAINTENANCE 32468532 25974826 6493706 0 GAP ASSESSMENT 29055172 27311862 1743310 0 MINOR EQUIPMENT 10704465 10062197 642268 0 31660787 29760514 1900273 1673018960 1504042388 168976572 0 56830 59078 716883964 687149556 167998 117480 172921082 196079635 0 0 0 0 178215 294507 29633817 30607951 20778908 21638883 1814617364 1259804279 541582315 554813085 194295919 290268334 0 0 0 0 234715 108960 167184579 173821475 1843918342 1954958944 196292933 245221275 0 0 13872572 71281 616169497 607049985 0 0 0 0 0 0 0 0 154499096 126678524 980834098 979021065 X 862044600 974756858 1039644 1181021 863084244 975937879 1843918342 1954958944 X 44520755 82296394 -13963514 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 598412 false false 598412 false false SCHEDULE C, PART II-B, LINE 1 WAKEMED AND ITS OFFICE OF GOVERNMENT AFFAIRS WORK TO MAINTAIN AND STRENGTHEN EFFECTIVE RELATIONSHIPS WITH LEGISLATORS AND POLICY MAKERS AT THE STATE, LOCAL, AND NATIONAL LEVELS. THE OBJECTIVE IS TO ENSURE THAT WAKEMED'S POINT OF VIEW IS CONSISTENTLY AND CONTINUALLY HEARD SO THAT LEGISLATION, REGULATIONS, AND THE SETTING OF HEALTH POLICY SUPPORT THE ORGANIZATION'S ABILITY TO FULFILL ITS MISSION OF CARE FOR ALL, REGARDLESS OF THE ABILITY TO PAY. IN ADDITION, WAKEMED PAID ANNUAL DUES TO VARIOUS HOSPITAL ASSOCIATIONS. THESE HOSPITAL ASSOCIATIONS CONDUCT LOBBYING ACTIVITIES ON BEHALF OF ITS MEMBERS, AND AS SUCH, A PORTION OF THE HOSPITAL DUES ARE ALLOCATED TO LOBBYING. 336090 5193 5265 336018 335322 6049 5281 336090 335506 5026 5210 335322 336449 4238 5181 335506 337353 3448 4352 336449 1.00000 false false 3864369 3864369 710629356 398642726 311986630 56850207 30340305 26509902 990455905 810519595 179936310 52817527 20301653 32515874 554813085 RESTRICTED FUNDS 46182983 DESIGNATED FUNDS 38587535 OTHER EQUITY INVESTMENTS 45091868 PREPAID PENSION 26738082 FV INT RATE SWAP 17221007 173821475 0 ACCELERATED PMT LIAB 64287490 ACCRUED CLAIMS PAYABLE 19154176 DEFERRED SOCIAL SECURITY 13521920 INTEREST RATE SWAP 17221007 TOTAL DUE TO THIRD-PARTY PAYOR -639337 OTHER DEFERRED INFLOWS OF RESOURCES 1001945 PENSION-DEFERRED INFLOW 11243294 DEFERRED LANDLORD INCENTIVES & RENT 838528 CAP LEASES LONG TERM 49501 126678524 SCHEDULE D, PART V, LINE 4 THE ALLEN TRUST ENDOWMENT FUNDS ARE USED TO PROVIDE POOR AND INDIGENT PATIENTS WITH NEEDED PRIVATE NURSING CARE. WAKEMED DEFINES "POOR AND INDIGENT" AS THOSE WITH A FINANCIAL CLASS OF SELF-PAY OR MEDICAID. THE SITTER PROVIDING PRIVATE NURSING CARE MAY BE EITHER IN THE HOSPITAL OR IN A HOME SETTING. Central America and the Caribbean 0 0 Investments INSURANCE PREMIUMS/EXP 6644652 0 0 0 0 6644652 6644652 true false true false false false true true X true X 250. true X true true false true true 103336382 103336382 0.06180 190788070 184852938 5935132 0.00350 2079582 2079582 296204034 186932520 109271514 0.06530 5513090 250000 5263090 0.00310 11701878 3578054 8123824 0.00490 859935 859935 0.00050 18074903 3828054 14246849 0.00850 314278937 190760574 123518363 0.07380 112523 72420 233782 233782 0.00010 3129118 40103 3129118 0.00180 3475423 40103 3435320 0.00190 true 22232490 462209433 577672527 -115463094 X true true CAPITAL CITY SURGERY SURGERY 0.51 0.2224 2 1 WAKEMED CARY HOSPITAL 1900 KILDARE FARM ROAD CARY NC 27518 WWW.WAKEMED.ORG H0276 X X X A 2 WakeMed Raleigh Campus 3000 New Bern Avenue RALEIGH NC 27610 WWW.WAKEMED.ORG H0199 X X X X A A false false true X X X X X X X X X 19 true true true true X SEE SECTION C X SEE SECTION C X true 19 true SEE SECTION C false true X 250. 300. X X X X X true true X X X X true X SEE SECTION C X SEE SECTION C X SEE SECTION C X X X X X X true X false X X X X X true X false false FACILITY GROUP A ALL ANSWERS PROVIDED IN PART V, SECTION B & C PERTAIN TO FACILITY GROUP A, WHICH INCLUDES WAKEMED RALEIGH CAMPUS AND WAKEMED CARY HOSPITAL AS IDENTIFIED ON SCHEDULE H, PART V, SECTION A, LINES 1-2. Schedule H, Part V, Section B, Line 3e THE SIGNIFICANT HEALTH NEEDS OF WAKE COUNTY WERE IDENTIFIED IN THE 2019 COMMUNITY HEALTH NEEDS ASSESSMENT, WHICH WAS CONDUCTED IN COLLABORATION WITH THE AREA'S OTHER HEALTH SYSTEMS, WAKE COUNTY HUMAN SERVICES, AND OTHER COMMUNITY AGENCIES. A ROBUST PROCESS USING COLLECTED DATA AND SIGNIFICANT COMMUNITY INPUT WAS USED TO IDENTIFY AND PRIORITIZE THE COMMUNITY'S HEALTH NEEDS. A PRIORITIZATION MATRIX WEIGHTED SCORES TO IDENTIFY AND NARROW PRIORITIES THAT WOULD BE INCLUDED IN THE FINAL CHNA REPORT AND LATER INCORPORATED IN IMPLEMENTATION PLANS. SCORES WERE GIVEN BASED ON ANALYSIS OF COLLECTED PRIMARY AND SECONDARY DATA, FOCUS GROUP FINDINGS, TELEPHONE SURVEY RESULTS, ONLINE SURVEY RESULTS, AND STEERING COMMITTEE PRIORITIZATION RESULTS. THE FIVE PRIORITY AREAS IDENTIFIED USING THE MATRIX SCORES ARE: 1. TRANSPORTATION OPTIONS & TRANSIT 2. EMPLOYMENT 3. ACCESS TO CARE 4. MENTAL HEALTH AND SUBSTANCE USE DISORDERS 5. HOUSING & HOMELESSNESS WHILE TRANSPORTATION MAY NOT SEEM RELATED TO HEALTH NEEDS, MANY ASPECTS OF DAILY LIFE REQUIRE USE OF TRANSPORTATION, INCLUDING EMPLOYMENT, EDUCATION, ACCESS TO NUTRITIONAL FOODS, AND ACCESS TO HEALTHCARE SERVICES, ALL OF THESE FACTOR INTO ONE'S OVERALL HEALTH. FURTHER, TRANSPORTATION ALSO IMPACTS PHYSICAL ACTIVITY. THE TRANSPORTATION INFRASTRUCTURES IN WAKE COUNTY HAVE STRUGGLED TO KEEP UP WITH THE POPULATION GROWTH EXPERIENCED WITHIN THE COUNTY OVER RECENT YEARS. WAKEMED SUPPORTS PATIENTS AND THEIR NEED FOR RELIABLE TRANSPORTATION IN ORDER TO ACCESS HIGH-QUALITY HEALTH SERVICES AND/OR TO MAINTAIN COMPLIANCE WITH THEIR PLAN OF CARE. IN ADDITION, WAKEMED SUPPORTS ENHANCED TRANSPORTATION AND TRANSIT OPTIONS FOR OUR PATIENTS, VISITORS, AND EMPLOYEES. AS AN ACTIVE MEMBER IN A REGIONAL TRANSPORTATION ADVOCACY ORGANIZATION, WAKEMED LENDS OUR HEALTHCARE KNOWLEDGE AND EXPERTISE IN TRANSPORTATION DISCUSSIONS THROUGHOUT THE COMMUNITY. WE CONTINUE TO EXPLORE INNOVATIVE OPTIONS TO ENHANCE/IMPROVE TRANSPORTATION AND TRANSIT OPTIONS FOR OUR PATIENTS AND THE COMMUNITY AT LARGE. THE EMPLOYMENT PRIORITY INCLUDES INFORMATION RELATED TO HOW MANY PEOPLE HAVE JOBS, WHAT TYPES OF JOBS THEY HAVE, AND WHETHER PEOPLE FEEL THEY CAN GET A GOOD JOB IN WAKE COUNTY. CONTINUED IMPROVEMENTS RELATED TO EMPLOYMENT CAN POSITIVELY IMPACT THE RESIDENTS OF WAKE COUNTY NOT ONLY WITHIN SOCIOECONOMIC AND FINANCIAL REALMS, BUT ALSO THE HEALTH OF THE COMMUNITY. AS ONE OF THE LARGEST PRIVATE EMPLOYERS IN WAKE COUNTY, WAKEMED EMPLOYS MORE THAN 10,000 PROFESSIONALS IN HEALTH CAREERS AND SUPPORT SERVICES FIELDS SUCH AS IT, HOSPITALITY, ENVIRONMENTAL SERVICES, ENGINEERING, FINANCE, RISK MANAGEMENT, AND PASTORAL CARE. ONE OF WAKEMED'S STRATEGIC PLAN GOALS IS TO MAINTAIN AN EXTRAORDINARY TEAM - WHICH ALLOWS US TO PROVIDE ACCESS TO A VARIETY OF CAREERS, CAREER ADVANCEMENT OPPORTUNITIES, AND A GOOD LIVING WAGE RIGHT HERE IN WAKE COUNTY. WE ARE COMMITTED TO TRAINING OUR OWN EMPLOYEES, PROVIDING OPPORTUNITIES FOR CONTINUED GROWTH, EDUCATION, AND ADVANCEMENT. WE'RE ALSO FOCUSED ON DEVELOPING THE HEALTHCARE WORKFORCE OF THE FUTURE, EQUIPPING STUDENTS WITH THE SKILLS AND KNOWLEDGE TO SECURE EMPLOYMENT RIGHT HERE IN WAKE COUNTY. THE ABILITY TO ACCESS HEALTH SERVICES IS A CRITICAL PUBLIC HEALTH ISSUE, AS PRIMARY AND PREVENTATIVE SERVICES CAN HELP TO PREVENT OR MANAGE CHRONIC ILLNESSES THUS IMPROVING THE HEALTH OF THE COMMUNITY. A LACK OF FACILITIES AND SPECIALISTS IN LOCAL COMMUNITIES ACROSS THE COUNTY WERE NOTED AS BEING BARRIERS TO ACCESSING CARE AS WAS THE NEED FOR MORE SLIDING SCALE PROVIDERS. THE TRADITIONAL HOURS OFFERED BY MANY HEALTHCARE PROVIDERS ALSO CREATE A BARRIER TO ACCESSING CARE FOR MANY INDIVIDUALS AND FAMILIES WHO ARE FORCED TO MISS AN ENTIRE OR PARTIAL DAY OF WORK IN ORDER TO GO TO THE DOCTOR. ENSURING ALL MEMBERS OF OUR GROWING COMMUNITY HAVE ACCESS TO THE HEALTHCARE SERVICES THEY NEED IS CRITICAL TO MAINTAINING THE HEALTH OF WAKE COUNTY. AS SUCH, WAKEMED IS FOCUSED ON IMPROVING ACCESS TO CARE THROUGH CONTINUED GROWTH AND EXPANSION, AS WELL AS DEVELOPMENT OF INNOVATIVE MODELS OF CARE DELIVERY. WAKE COUNTY HAS EXPERIENCED AN INCREASE IN THE PREVALENCE AND SEVERITY OF MENTAL HEALTH AND SUBSTANCE ABUSE PROBLEMS OVER RECENT YEARS. AT THE SAME TIME, THE AVAILABILITY OF RESOURCES AND ACCESS TO SERVICES FOR PEOPLE SUFFERING WITH THESE PROBLEMS HAS DECLINED. MENTAL HEALTH/SUBSTANCE USE DISORDERS WAS AN IDENTIFIED PRIORITY IN THE 2013, 2016, AND 2019 WAKE COUNTY CHNAS. THE MENTAL HEALTH AND SUBSTANCE USE DISORDERS PRIORITY INCLUDES MENTAL HEALTH DISEASE (LIKE DEPRESSION, ALZHEIMER'S, AND SCHIZOPHRENIA), POOR MENTAL HEALTH DAYS, AND HURTING ONESELF, AS WELL AS ALCOHOL, OPIOID, AND ILLEGAL DRUG USE, AND DATA RELATED TO OVERDOSES. MENTAL HEALTH WAS IDENTIFIED THROUGH THE PRIORITIZATION MATRIX AS THE FOURTH TOP SCORING PRIORITY NEED FOR WAKE COUNTY WITH A SCORE OF 2.37. SUBSTANCE USE DISORDERS WAS IDENTIFIED THROUGH THE PRIORITIZATION MATRIX AS THE SIXTH TOP SCORING PRIORITY NEED. IN PARTICULAR, SUBSTANCE USE DISORDERS WAS FOUND TO BE A TOP SCORING NEED AREA AMONG A FEW OF THE SERVICE ZONES. MENTAL HEALTH AND SUBSTANCE ABUSE WERE IDENTIFIED AS PRIORITY AREAS IN SEVEN OF THE EIGHT SERVICE ZONES AND WAKE COUNTY OVERALL. LIKE MOST HEALTH SYSTEMS ACROSS THE COUNTRY, WAKEMED HAS SEEN A STEADY INCREASE IN THE DEMAND FOR BEHAVIORAL HEALTH SERVICES. AS SUCH, WE HAVE CONTINUED TO INVEST SIGNIFICANT TIME, ENERGY, AND RESOURCES TO INCREASE THE CAPACITY AND BREADTH OF SERVICES NEEDED TO SUPPORT PATIENTS SUFFERING FROM BEHAVIORAL HEALTH CONDITIONS. MANY OF THESE STRATEGIES RELY ON THE STRONG PARTNERSHIPS WE'VE BUILT WITH COMMUNITY-BASED ORGANIZATIONS AND OUR PEER HEALTHCARE ORGANIZATIONS THROUGHOUT WAKE COUNTY. HOUSING AND HOMELESSNESS ARE ALSO SOCIAL DETERMINANTS OF HEALTH THAT ROSE TO THE TOP OF THE WAKE COUNTY PRIORITIZATION MATRIX TO BECOME A PRIORITY AREA FOR THE COUNTY TO FOCUS ON OVER THE COMING YEARS. THIS FOCUS AREA WAS IDENTIFIED THROUGH THE PRIORITIZATION MATRIX AS THE FIFTH TOP SCORING PRIORITY NEED FOR WAKE COUNTY. IN ADDITION, VARIATION BY SERVICE ZONE WAS APPARENT, RELATED TO THIS FOCUS AREA. THE PRIORITIZATION MATRIX RELIED ON BOTH EXISTING AND NEW DATA TO IDENTIFY AREAS OF NEED WITHIN WAKE COUNTY. THE HOUSING AND HOMELESSNESS PRIORITY CONTAINS INFORMATION RELATED TO THE COST OF HOUSING, HOUSING CHOICES, AND NUMBER OF PERSONS EXPERIENCING HOMELESSNESS. WAKEMED IS ACTIVELY ENGAGED IN SUPPORTING OUR COMMUNITY'S HOMELESS POPULATION. FOCUSING ON SOCIAL DETERMINANTS OF HEALTH, WE CONTINUE TO EXPLORE INNOVATIVE WAYS TO IMPROVE ACCESS TO CARE FOR PATIENTS IN WAKE COUNTY WHO ARE DEALING WITH HOUSING INSECURITY. SCHEDULE H, PART V, SECTION B, LINE 5 THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED. TO ENSURE WE RECEIVE INPUT REPRESENTING BROAD INTEREST OF THE COMMUNITY, WAKEMED PARTNERED WITH OVER 100 AGENCIES AND COMMUNITY PARTNERS INCLUDING WAKE COUNTY PUBLIC HEALTH DEPARTMENT TO CONDUCT THE COLLABORATIVE COMMUNITY HEALTH NEEDS ASSESSMENT. ADDITIONALLY, WAKE COUNTY HUMAN SERVICES HAS DIVIDED THE ENTIRE COUNTY INTO "SERVICE ZONES". USING THESE SERVICE ZONES, WAKEMED, AND THE CHNA REPORT, WAS ASSURED TO INCORPORATE THE BROADEST INTERESTS OF THE COMMUNITY. AS OUTLINED THROUGHOUT THE 2019 REPORT, A SIGNIFICANT AMOUNT OF DATA AND INFORMATION HAS BEEN REVIEWED AND INCORPORATED IN THIS PROCESS, AND THE PLANNING PARTNERS HAVE BEEN CAREFUL TO ENSURE THAT A VARIETY OF SOURCES WERE LEVERAGED TO DEVELOP A TRULY COMPREHENSIVE REPORT. TO PAINT A MORE COMPLETE PICTURE OF WAKE COUNTY'S HEALTH NEEDS, THE 2019 CHNA PROCESS USED ASSESSMENT METHODS INCLUDING BOTH PUBLICLY AVAILABLE, EXISTING STATISTICAL DATA AS WELL AS NEW DATA THAT WERE COLLECTED DIRECTLY FROM THE COMMUNITY. NEW RESEARCH DATA WAS COLLECTED VIA TELEPHONE SURVEYS, INTERNET SURVEYS, AND FOCUS GROUPS. IN ADDITION, COMMUNITY INPUT AND PRIORITIZATION SESSIONS WERE HELD. IN TOTAL MORE THAN 5,900 PEOPLE PARTICIPATED IN THE PROCESS. TIME PERIOD FOR INPUT: THE COLLECTION PERIOD BEGAN IN MAY 2018 DATA WAS GATHERED THROUGH OCTOBER 2018. DESCRIPTION OF MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS THAT PROVIDED INPUT: MEDICALLY UNDERSERVED INCLUDE THOSE WITHOUT MEDICAL INSURANCE OR ACCESS TO MEDICAL CARE. DATA SUCH AS RATES OF FREE AND REDUCED LUNCH, FOOD INSECURITY, HOMELESSNESS, POVERTY RATES / MEDIAN INCOME DESCRIBED LOW-INCOME RESIDENTS IN THE COUNTY. RACIAL AND ETHNIC MINORITY POPULATIONS, THE HOMELESS POPULATION, LIMITED ENGLISH-SPEAKING HOUSEHOLDS, AND SPANISH-SPEAKING RESIDENTS DESCRIBE THE MINORITY POPULATIONS FROM WHOM DATA WAS GATHERED. INPUT BY MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY POPULATIONS: THE 2019 CHNA REPORT PROVIDES A SIGNIFICANT AMOUNT OF PRIMARY AND SECONDARY DATA SPECIFIC TO THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS IN WAKE COUNTY. GATHERING SECONDARY DATA WAS EASILY ACCOMPLISHED BY ACCESSING EXISTING SOURCES. IN ADDITION, INPUT FROM NUMEROUS COMMUNITY ORGANIZATIONS WITH KNOWLEDGE OF THE ISSUES THAT NEED TO BE ADDRESSED WITHIN WAKE COUNTY WAS GATHERED THROUGHOUT THE ENTIRE PROCESS. HOWEVER, IT WAS RECOGNIZED THERE ARE LIMITATIONS TO GATHERING PRIMARY DATA IN THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS, SUCH AS ZIP CODE/CENSUS TRACT ISSUES, LEGAL AND PRACTICAL ISSUES GATHERING DATA FOR CHILDREN, AND THE POTENTIAL TO INCORPORATE "STALE" DATA, THE 2019 CHAT INVESTED A SIGNIFICANT AMOUNT OF TIME AND ENERGY TO TAILOR OUTREACH ACTIVITIES TO REACH THESE POPULATIONS TO GATHER DATA FOR THE FINAL REPORT. THE COMMUNITY HEALTH ASSESSMENT TEAM (CHAT) MADE A CONCERTED EFFORT TO ENGAGE THE FAITH BASED COMMUNITY, SAFETY NET HEALTHCARE PROVIDERS, AND OTHER PROVIDERS OF SERVICES FOR THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. PARTNERING WITH THESE LOCAL ORGANIZATIONS WITH ACCESS TO THESE POPULATIONS, ALLOWED US TO CONDUCT FOCUS GROUPS SPECIFICALLY TARGETING SPANISH SPEAKING INDIVIDUALS, INDIVIDUALS EXPERIENCING HOMELESSNESS, AND YOUTH TO MORE FULLY REPRESENT THE NEEDS OF THE UNDERSERVED POPULATION. THE 2019 CHNA IS THE FIRST WAKE COUNTY CHNA THAT SPECIFICALLY TARGETED YOUTH PARTICIPANTS THROUGH FOCUS GROUP PARTICIPATION. THE CHAT COORDINATED THESE FOCUS GROUPS WITH PROVIDERS LIKE ADVANCE COMMUNITY HEALTH, A FEDERALLY-QUALIFIED HEALTH CENTER (FQHC), WHICH SERVES A SIGNIFICANT PORTION OF MEDICALLY UNDERSERVED AND LOW-INCOME RESIDENTS IN WAKE COUNTY. OTHER SAFETY NET HEALTHCARE ORGANIZATIONS PROVIDING CARE TO UNINSURED AND UNDERINSURED SUCH AS WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION, URBAN MINISTRIES OF WAKE COUNTY, ALLIANCE MEDICAL MINISTRIES, AND TRIANGLE FAMILY SERVICES ACTIVELY ENGAGED IN THE ENTIRE PROCESS. OTHER METHODS USED TO GATHER PRIMARY AND SECONDARY DATA IN THESE POPULATIONS AND THE ENTIRE COUNTY INCLUDED A TELEPHONE SURVEY (WHICH WAS STATISTICALLY VALID AND REPRESENTATIVE OF THE COUNTY AS A WHOLE), A WEB-BASED SURVEY (AVAILABLE IN ENGLISH AND SPANISH), AND GEOGRAPHICALLY BASED FOCUS GROUPS. LASTLY, THE PRIORITIZATION PROCESS, WHICH CONCLUDED THE DATA COLLECTION PERIOD, PROVIDED THE ENTIRE COMMUNITY OF WAKE COUNTY WITH THE OPPORTUNITY TO DECIDE WHICH ISSUES SHOULD BE THE FOCUS OF CHNA ACTION PLANS FOR THE NEXT THREE YEARS. WAKEMED MANAGEMENT BELIEVES THAT THE 2019 CHNA ADEQUATELY INCORPORATES INPUT FROM THE MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. SCHEDULE H, PART V, SECTION B, LINE 6A THE FOLLOWING RESPONSES APPLY TO ALL FACILITIES WITHIN THE GROUP, UNLESS OTHERWISE NOTED. WAKE COUNTY HUMAN SERVICES, DUKE RALEIGH HOSPITAL, UNC REX, ADVANCE COMMUNITY HEALTH, YOUTH THRIVE, TRIANGLE UNITED WAY, ALLIANCE HEALTH, WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION, AND WAKEMED IN ADDITION TO NUMEROUS OTHER NON-PROFIT ORGANIZATIONS. SCHEDULE H, PART V, SECTION B, LINE 6B IN ADDITION TO THE THREE LOCAL HEALTHCARE SYSTEMS, AND WAKE COUNTY PUBLIC HEALTH, OTHER FUNDING PARTNERS (CASH OR IN-KIND) PART OF THE COMMUNITY HEALTH ASSESSMENT TEAM (CHAT) PARTICIPATED IN AND PROVIDED STRATEGIC INPUT AND GUIDANCE DURING THE ENTIRE PROCESS IN 2019. ORGANIZATIONS SUCH AS YOUTH THRIVE, UNITED WAY OF THE GREATER TRIANGLE, THE WAKE COUNTY MEDICAL SOCIETY COMMUNITY HEALTH FOUNDATION AND ALLIANCE HEALTH, THE MANAGED CARE ENTITY PROVIDING MENTAL HEALTH/SUBSTANCE USE AND IDD SERVICES TO INDIVIDUALS IN WAKE COUNTY INSURED BY THE STATE'S MEDICAID PROGRAM. SCHEDULE H, PART V, SECTION B, LINE 7A https://www.wakemed.org/assets/documents/community/2019-wake-county-chna-r eport-final.pdf SCHEDULE H, PART V, SECTION B, LINE 7B https://www.wakegov.com/departments-government/human-services/data-and-rep orts/community-health-needs-assessment SCHEDULE H, PART V, SECTION B, LINE 10A https://www.wakemed.org/assets/documents/community/2019-chna-initiatives.p df SCHEDULE H, PART V, SECTION B, LINE 11 OUR CHNA PRIORITIZATION PROCESS RESULTED IN 5 PRIORITY AREAS FOR WAKE COUNTY THAT WILL BE ADDRESSED OVER THE NEXT THREE YEARS: -TRANSPORTATION & TRANSIT OPTIONS; -ACCESS TO HEALTH SERVICES; -MENTAL HEALTH AND SUBSTANCE ABUSE; -EMPLOYMENT; AND -HOUSING & HOMELESSNESS IN THIS CHNA CYCLE, WAKEMED LEADERS CREATED A MORE ROBUST, MEASURABLE IMPLEMENTATION PLAN TO GUIDE OUR ACTIONS IN THESE 5 AREAS, BUT ALSO TO MORE CLOSELY MEASURE OUR EFFORTS TO IMPROVE IN THESE FIVE AREAS. THE WAKEMED'S IMPLEMENTATION PLAN DETAILS ALL OF OUR EFFORTS AND MEASURES OF SUCCESS. (HTTP://WWW.WAKEMED.ORG/DOCUMENTS/COMMUNITY/2019-CHNA-PLAN.PDF) SCHEDULE H, PART V, SECTION B, LINE 16A https://www.wakemed.org/assets/documents/billing/financial-assistance-engl ish.pdf https://www.wakemed.org/assets/documents/billing/financial-assistance-span ish.pdf SCHEDULE H, PART V, SECTION B, LINE 16B https://www.wakemed.org/assets/documents/billing/financial-assistance-inst ructions-application.pdf https://www.wakemed.org/assets/documents/billing/financial-assistance-appl ication-instructions-spanish.pdf SCHEDULE H, PART V, SECTION B, LINE 16C https://www.wakemed.org/assets/documents/regulatory/financial-assistance-p olicy-summary-english.pdf https://www.wakemed.org/assets/documents/regulatory/financial-assistance-p olicy-summary-spanish.pdf SCHEDULE H, PART V, SECTION B, LINE 20E WAKEMED ALSO NOTIFIED PATIENTS AT ADMISSION AND DISCHARGE OF SERVICES ABOUT THE FINANCIAL ASSISTANCE POLICY AND PROVIDED DOCUMENTATION AS REQUESTED. 11 WAKEMED SPECIALISTS GROUP LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 MEDICAL PRACTICE WAKEMED NORTH 10000 FALLS OF THE NEUSE ROAD RALEIGH NC 27614 SURG., PREGNANCY, CHILDBIRTH OP/AMB SURG. CENTER WAKEMED REHAB HOSPITAL 3000 NEW BERN AVENUE RALEIGH NC 27610 PHYS MED/REHAB HOSP., PHYS SPEECH/OCC THERAPY WAKE SPECIALTY PHYSICIANS LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 MEDICAL PRACTICES WAKEMED GARNER HEALTHPLEX 400 US 70 EAST GARNER NC 27502 EMERG. DEPT., LABORATORY, RADIOLOGY WAKEMED APEX HEALTHPLEX 120 HEALTHPLEX WAY APEX NC 27502 EMERG. DEPT., LABORATORY, RADIOLOGY WAKEMED BRIER CREEK HEALTHPLEX 8001 TW ALEXANDER DRIVE RALEIGH NC 27617 EMERG. DEPT., LABORATORY, RADIOLOGY WAKEMED HOME HEALTH 2920 HIGHWOODS BOULEVARD SUITE 200 RALEIGH NC 27604 HOME HEALTH, HOME IV THERAPY PRIVATE DUTY NURSING WAKEMED MEDICAL PARK 23 SUNNYBROOK ROAD RALEIGH NC 27610 LABORATORY, RADIOLOGY WAKEMED CLAYTON MEDICAL PARK 555 MEDICAL PARK CLAYTON NC 27520 REHAB THERAPY WAKEMED WAKE FOREST ROAD 3701 WAKE FOREST ROAD RALEIGH NC 27609 PHYS, OCCUP, SPEECH/PEDS SPEECH THERAPY SCHEDULE H, PART I, LINE 3B CRITERIA FOR DETERMINING ELIGIBILITY FOR FREE OR DISCOUNTED CARE IS AVAILABLE FOR THOSE AT THE 300% OF THE FPG. FURTHER, ALL PATIENTS WITHOUT INSURANCE QUALIFY FOR AN AUTOMATIC 62% DISCOUNT WITHOUT CONSIDERATION OF FPG. SCHEDULE H, PART I, LINE 7 2021 COVID COMMUNITY EFFORTS WAKEMED CONTINUED TO SERVE PATIENTS IMPACTED BY COVID-19. IN LATE 2020, WAKEMED BECAME ONE OF THE FIRST SITES IN THE STATE TO BEGIN OFFERING MONOCLONAL ANTIBODY (MAB) INFUSIONS FOR PATIENTS WITH COVID-19 TO PREVENT DISEASE PROGRESSION AND REDUCE HOSPITALIZATIONS. IN FY 2021, WAKEMED ADMINISTERED OVER 3,000 MAB INFUSIONS. LATE SEPTEMBER, WAKEMED BEGAN EXPANDING ACCESS TO THIS TREATMENT AS PART OF THE NATIONAL CRUSH COVID INITIATIVE, IN CONJUNCTION WITH THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES (NCDHHS), THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) AND KPMG. THE MAB CLINICS WERE LOCATED AT WAKEMED FACILITIES ACROSS WAKE COUNTY, INCLUDING THE NORTH HOSPITAL PHYSICIANS OFFICE PAVILION, CARY HOSPITAL, RALEIGH CAMPUS AND GARNER HEALTHPLEX. Protection & Education WakeMed, Wake County, the City of Raleigh and additional community partners leveraged existing community events such as testing and food distribution sites and relationships with community organizations, business and churches to provide more than 200,000 mask kits (a kit includes 3 masks, hand sanitizer, and bilingual education about protecting yourself during the pandemic) to date. What began as an effort for 27610 grew to encompass residents of 27601 and 27603. Low and No-Cost Virtual Care During the early months of the pandemic, WakeMed developed virtual pathways to provide primary and urgent care. WakeMed made free virtual visits with WakeMed Primary Care providers available to homeless shelters in addition to low-cost urgent care visits for several months. Community Vaccine Efforts When the state made vaccine available to residents age 75+, WakeMed quickly developed drive-through and strike-team clinic models to reach the underserved in this age group. Strike teams, most notably the Sister Circle, made up of African-American and Latinx physicians, worked with churches and community centers to reach people where they live, work and worship. WakeMed was the first organization to develop a successful drive-through clinic model. Volunteers for all of these events worked weekdays and weekends without a break for months to vaccinate some of the hardest-to-reach people in our community. WakeMed's Health Lives Here mobile community health unit and the WakeMed Corporate & Community Health team joined county and state efforts to vaccinate people at area events. And, WakeMed Pharmacy Services stocked community health practices that serve the underserved with 45,000 doses of vaccine and supplies to administer it. Total Impact By May 18, 2021, WakeMed provided 158,777 doses of Moderna, Pfizer-BioNTech and Janssen COVID-19 vaccine. - 83,545 - WakeMed Vaccine Clinic - 8,803 - WakeMed Primary Care patients - 21,429 - Drive-through clinics and various community events - 45,000 - WakeMed provided to community health care providers serving the underserved Schedule H, Part I, Line 7A Charity Care is reported as the system's charity care at cost, using a cost to charge ratio calculated as in worksheet 2. SCHEDULE H, PART I, LINE 7B MEDICAID COSTS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. SCHEDULE H, PART I, LINE 7C COSTS OF OTHER GOVERNMENT PROGRAMS ARE DERIVED FROM OUR COST ACCOUNTING SYSTEM, WHICH ADDRESSES ALL PATIENT SEGMENTS. SCHEDULE H, PART I, LINE 7F PER MEDICARE COST REPORT. SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES WAKEMED IS ACTIVELY INVOLVED IN NOT ONLY IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE, BUT IS ALSO SUPPORTIVE OF COMMUNITY BUILDING ACTIVITIES. WAKEMED HAS BEGUN EFFORTS TO IMPROVE THE NEIGHBORHOOD AROUND THE HOSPITAL AND ENCOURAGE REDEVELOPMENT AND PHYSICAL IMPROVEMENTS. A COALITION OF LOCAL BUSINESS AND COMMUNITY LEADERS ARE WORKING TO REDUCE CRIME, BEAUTIFY THE AREA, ATTRACT RETAIL BUSINESSES AND RESTAURANTS, AND FOSTER NEW MEDICAL DEVELOPMENT AROUND THE MAIN HOSPITAL CAMPUS IN DOWNTOWN RALEIGH, WHICH IS AN ECONOMICALLY DEPRESSED AREA. WE HAVE ALSO INVESTED IN THE WAKE TECHNICAL COMMUNITY COLLEGE FACILITY GROWTH WHICH IS VITAL TO EDUCATING FUTURE NURSES, RADIOLOGY TECHS, EMERGENCY RESPONSE PERSONNEL AND OTHERS. OUR WORKFORCE DEVELOPMENT PROGRAM WORKS WITH YOUTH, HEALTH SCIENCE STUDENTS AND THOSE IN A VARIETY OF HEALTH PROFESSIONS PROGRAMS WITH MENTORING, RESIDENCIES, CLINICAL ROTATIONS, AND EDUCATION ALL WITH THE PURPOSE OF PREPARING FOR THE WORKFORCE OF TOMORROW. WE PARTNER WITH NUMEROUS COLLEGES, UNIVERSITIES, COMMUNITY COLLEGES, AND HIGH SCHOOLS THROUGHOUT THE REGION AND OUR CAMPUS IS HOME TO THE WAKE EARLY COLLEGE HIGH SCHOOL. WAKEMED IS ALSO HOME TO THE WAKE AREA HEALTH EDUCATION CENTER, A PROGRAM OF THE UNIVERSITY OF NORTH CAROLINA WHICH PROVIDES ACCREDITED EDUCATION PROGRAMS TO NURSES, ALLIED HEALTH PROFESSIONALS AND PHYSICIANS THROUGHOUT THE REGION. WAKEMED ALSO WORKS CLOSELY WITH THE INVESTMENT OF CASH AND EXPERTISE FOR THE EIGHT MUNICIPALITIES IN OUR COUNTY AND THE WAKE COUNTY ECONOMIC DEVELOPMENT COUNCIL TO ATTRACT NEW JOBS AND GROW INDUSTRY AND BUSINESS, WHICH ALSO HELPS TO ATTRACT NEW TALENT TO THE AREA FOR GROWING BUSINESSES WITH A FOCUS ON INCLUSION. A HEALTHY ECONOMY ULTIMATELY LEADS TO THE HEALTHIER COMMUNITY. OUR COMMUNITY HEALTH IMPROVEMENT ACTIVITIES ARE NUMEROUS AND INCLUDE BEING THE LEAD AGENCY FOR SAFEKIDS, ENERGIZE, ASTHMA COALITION, COMMUNITY HEALTH PROJECT, AND MORE. EACH IS WORKING TO SUPPORT PROGRAMS AND POLICIES THAT IMPROVE PUBLIC HEALTH AND ACCESS TO HEALTH CARE. WE ARE ALSO PARTNERING WITH COUNTY AND OTHER OFFICIALS, AS WELL AS OTHER COMMUNITY-BASED ORGANIZATIONS ON INITIATIVES THAT WILL IMPROVE ACCESS TO MENTAL HEALTH SERVICES, A GROWING CRISIS IN OUR COMMUNITY. THE OVERALL GOAL IS TO MAKE OUR COMMUNITY A HEALTHIER PLACE TO LIVE AND WORK. SCHEDULE H, PART III, LINE 2 THE AMOUNT REPORTED IN PART III, LINE 2 IS THE SYSTEM BAD DEBT AT COST. CHARITY AND BAD DEBT ACCOUNTS ARE RECORDED AT CURRENT ACCOUNT BALANCE LEVELS. THE BALANCE MAY BE NET OF CONTRACTUAL ALLOWANCES AND/OR PAYMENTS RECEIVED. FOR EXAMPLE, BAD DEBT OR CHARITY RESULTING FROM AN UNPAID PATIENT LIABILITY AFTER INSURANCE IS RECORDED AT THE AMOUNT UNPAID BY THE PATIENT. SCHEDULE H, PART III, LINE 3 PATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS, ON THE WEBSITE, AND A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. IN ORDER TO QUALIFY A PATIENT MUST APPLY AND MEET FINANCIAL ASSISTANCE POLICY (FAP) REQUIREMENTS. SCHEDULE H, PART III, LINE 4 THE TEXT OF THE FOOTNOTE TO WAKEMED'S FINANCIAL STATEMENTS REGARDING BAD DEBT EXPENSE IS AS FOLLOWS: "WAKEMED HAS PRESENTED ITS PROVISION FOR UNCOLLECTIBLE ACCOUNTS AS A DIRECT REDUCTION OF PATIENT SERVICE REVENUE. BASED ON MANAGEMENT'S INTERPRETATION OF THE REQUIREMENTS OF GASB STATEMENT NO. 34, GOVERNMENTAL HEALTH CARE ORGANIZATIONS ARE REQUIRED TO PRESENT UNCOLLECTIBLE ACCOUNTS AS A COMPONENT OF NET PATIENT SERVICE REVENUE RATHER THAN WITHIN OPERATING EXPENSES." SCHEDULE H, PART III, LINE 8A TREATMENT OF MEDICARE SHORTFALL AS COMMUNITY BENEFIT WAKEMED BELIEVES THAT ALL OF THE $115,463,094 MEDICARE SHORTFALL SHOULD BE CONSIDERED A COMMUNITY BENEFIT. THE IRS COMMUNITY BENEFIT STANDARD INCLUDES THE PROVISION OF CARE TO THE ELDERLY AND MEDICARE PATIENTS. MEDICARE SHORTFALLS MUST BE ABSORBED BY THE WAKEMED HOSPITALS IN ORDER TO CONTINUE TREATING THE ELDERLY IN OUR COMMUNITY. THIS YEAR, MEDICARE ACCOUNTED FOR 37.88% OF HOSPITAL REVENUE. THE HOSPITAL PROVIDES CARE REGARDLESS OF THIS SHORTFALL AND THEREBY RELIEVES THE FEDERAL GOVERNMENT OF THE BURDEN OF PAYING THE FULL COST FOR MEDICARE BENEFICIARIES. IF THE WAKEMED MEDICARE WERE TREATED AS COMMUNITY BENEFIT, THE PERCENT OF TOTAL EXPENSES ATTRIBUTABLE TO COMMUNITY BENEFIT WOULD INCREASE FROM 7.38% TO 14.29%. SCHEDULE H, PART III, LINE 8B MEDICARE COSTING METHODOLOGY THE MEDICARE ALLOWABLE COSTS WERE DETERMINED FROM THE MEDICARE COST REPORT, AS SPECIFIED IN THE PROVIDER REIMBURSEMENT MANUAL. SCHEDULE H, PART III, LINE 9B APPLICATION OF COLLECTION PRACTICES TO THOSE QUALIFYING FOR FINANCIAL ASSISTANCE WAKEMED PROVIDES MANY OPPORTUNITIES TO EDUCATE PATIENTS ON OUR FINANCIAL ASSISTANCE PROGRAM PRIOR TO DISCHARGE AND AGAIN WHEN THE FIRST BILL IS RECEIVED. IN ORDER TO MAKE SURE WE REACH OUT TO OUR PATIENTS, WE SEND AT LEAST FOUR STATEMENTS AND ALSO MAKE FOLLOW-UP CALLS. EACH STATEMENT REFERENCES THE FINANCIAL ASSISTANCE PROGRAM AND INCLUDES A PLAIN LANGUAGE SUMMARY OF OUR FINANCIAL ASSISTANCE PROGRAM. PATIENTS ARE SCREENED FOR FINANCIAL ASSISTANCE AND ARE GIVEN OPPORTUNITIES TO APPLY. IF A PATIENT CHOOSES NOT TO APPLY, OR DOES NOT QUALIFY, THEY ARE GIVEN THE OPPORTUNITY FOR OTHER PAYMENT ARRANGEMENTS. IF THE PATIENT DID NOT APPLY FOR FINANCIAL ASSISTANCE AND ENDS UP IN COLLECTIONS, AN APPLICATION FOR FINANCIAL ASSISTANCE IS PROVIDED. PRIOR TO SENDING TO COLLECTIONS, ALL PATIENT ACCOUNTS ARE ROUTED THRU A PRESUMPTIVE CHARITY PROCESS WHERE THEY ARE AUTOMATICALLY SCREENED FOR ASSISTANCE. THE PATIENT AT THAT POINT HAS THE OPPORTUNITY TO APPLY; ALL COLLECTION EFFORTS CEASE ONCE THE APPLICATION IS RECEIVED, EVEN IF THE APPLICATION IS MISSING DOCUMENTATION. SCHEDULE H, PART VI, LINE 2 NEEDS ASSESSMENT THE COMMUNITY NEEDS ASSESSMENT IS A PROCESS THAT HELPS TO IDENTIFY FACTORS AFFECTING OUR COUNTY, DETERMINE RESOURCES NEEDED TO ADDRESS THESE FACTORS, AND DEVELOP A PLAN OF ACTION TO ADDRESS THE NEEDS OF THE COMMUNITY WE SERVE. DURING LATE 2018 AND EARLY 2019, WAKEMED HEALTH & HOSPITALS JOINED WITH DUKE HEALTH RALEIGH, UNC REX HEALTHCARE, ADVANCE COMMUNITY, TRIANGLE UNITED WAY, WAKE COUNTY HUMAN SERVICES, YOUTH THRIVE, AND OTHERS TO JOINTLY CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE ASSESSMENT WAS COMPLETED IN JUNE OF 2019. THE ASSESSMENT INVOLVED INPUT FROM HUNDREDS OF WAKE COUNTY RESIDENTS AND PUBLIC HEALTH LEADERS THROUGH SURVEYS, FOCUS GROUPS, AND STEERING COMMITTEE MEMBERS. IN ADDITION, SECONDARY RESEARCH WAS COMPLETED TO COMPARE INFORMATION WE RECEIVED FROM OTHER NATIONAL STUDIES. THE CHNA CAN BE FOUND ON THE WAKEMED WEBSITE: HTTP://WWW.WAKEMED.ORG/DOCUMENTS/COMMUNITY/2019-WAKE-COUNTY-CHNA-REPORT-FI NAL.PDF IN ADDITION TO THIS PRIMARY DATA, WAKEMED'S CORPORATE PLANNING DEPARTMENT COLLECTS AND ANALYZES MULTIPLE OTHER SOURCES OF SECONDARY DATA WHICH HELPS US UNDERSTAND DEMOGRAPHIC, SOCIOGRAPHIC, AND HEALTH TRENDS. WITH THE GOAL OF ENHANCING ACCESS, THE STAFF IS ALSO CHARGED WITH FORECASTING FUTURE NEEDS AND PLANNING TO MEET THOSE NEEDS. THIS PROCESS INCLUDES A CAREFUL ANALYSIS OF CURRENT SYSTEM CAPACITIES AND PROJECTS FUTURE NEEDED CAPACITY TO MEET POPULATION GROWTH AND DEMOGRAPHIC CHANGES. IN 2017, THE WAKE COUNTY BOARD OF COMMISSIONERS APPOINTED A POPULATION HEALTH TASK FORCE. THE TASK FORCE CONSIDERED A WEALTH OF DATA, RESEARCH, COMMUNITY FEEDBACK, AND NATIONAL BEST PRACTICES. AS A CONCEPT OF HEALTH, "POPULATION HEALTH" IS DEFINED AS 'THE HEALTH OUTCOMES OF A GROUP OF INDIVIDUALS, INCLUDING THE DISTRIBUTION OF SUCH OUTCOMES WITHIN THE GROUP.' IT IS AN APPROACH THAT CONSIDERS BOTH HEALTH OUTCOMES AND THE DETERMINANTS OF THOSE OUTCOMES. OUR GOAL IS TO EMPLOY A BROAD DEFINITION OF "HEALTH" WHICH IS A STATE OF COMPLETE PHYSICAL, MENTAL, AND SOCIAL WELL-BEING NOT MERELY THE ABSENCE OF DISEASE OR INFIRMITY. STUDIES SHOW THAT ONLY 20 PERCENT OF HEALTH OUTCOMES ARE ACHIEVED THROUGH THE PROVISION OF MEDICAL CARE - THE REST IS A COMBINATION OF A PERSON'S GENETICS, HEALTHY BEHAVIORS, SOCIAL AND ECONOMIC FACTORS, AND THE PHYSICAL ENVIRONMENT. THIS BROAD DEFINITION OF "HEALTH" CANNOT BE ACHIEVED SOLELY BY THE PROVISION OF AFFORDABLE, ACCESSIBLE, AND QUALITY HEALTHCARE. IT CAN ONLY BE ACHIEVED BY ALIGNING MEDICAL CARE WITH "SOCIAL DETERMINATIONS OF HEALTH" TO MAKE PREVENTION AND WELLNESS ACTIVITIES THE EASY CHOICE AND IMPROVE HEALTH THROUGHOUT ALL STAGES OF LIFE. UNDERSTANDING THAT HEALTH IS IMPACTED BY MORE THAN MEDICAL CARE - INCLUDING SUCH THINGS AS ACCESS TO FOOD, HOUSING, EMPLOYMENT, EDUCATION, SOCIAL SUPPORT, AND A CLEAN ENVIRONMENT - LIVE WELL WAKE STRIVES TO MAKE WAKE COUNTY A HEALTHIER PLACE TO LIVE FOR EVERYONE. LIVE WELL WAKE HAS EMERGED FROM THE WORK OF TWO PRE-EXISTING EFFORTS. THE WAKE COUNTY POPULATION HEALTH TASK FORCE, INITIATED BY THE BOARD OF COMMISSIONERS IN 2018, IDENTIFIED THE NEED FOR A STRUCTURED APPROACH TO CONVENING PARTNERS IN ORDER TO REALIZE THE TASK FORCE'S RECOMMENDATIONS. THIS STRUCTURE ALSO ENSURES ALIGNMENT WITH THE ONGOING COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, WHICH IDENTIFIES THE HEALTH AND RESOURCE NEEDS OF WAKE COUNTY. THROUGH BRINGING TOGETHER STAKEHOLDERS IN THE BROADER COMMUNITY, GOVERNMENT, HEALTHCARE, AND BUSINESS, LIVE WELL WAKE AIMS TO ADDRESS WAKE COUNTY'S BIGGEST CHALLENGES AS OUTLINED BY THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. WORKING GROUPS HAVE BEEN FORMED TO ADDRESS THOSE SEVEN AREAS AND, USING A RESULTS-BASED ACCOUNTABILITY FRAMEWORK, WILL AIM TO ACCELERATE PROGRESS TOWARDS MAKING THE LIVES OF ALL PEOPLE IN WAKE COUNTY BETTER. SCHEDULE H, PART VI, LINE 3 PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE PATIENTS ARE PROVIDED WITH INFORMATION ABOUT FINANCIAL ASSISTANCE AT REGISTRATION, DISCHARGE, PHONE CALLS, AND A PLAIN LANGUAGE SUMMARY OF FINANCIAL ASSISTANCE IS SENT WITH EVERY STATEMENT. THIS INFORMATION IS ALSO AVAILABLE ON THE WEBSITE. IN ORDER TO QUALIFY, A PATIENT MUST APPLY AND MEET THE FAP REQUIREMENTS. WAKEMED POSTS THE REQUIRED EMTALA NOTICE AT ALL PORTALS OF ENTRY WHERE AN EMERGENCY DEPARTMENT IS PRESENT. THE SIGNAGE NOTES THAT WAKEMED PARTICIPATES IN THE MEDICARE PROGRAM. THE WAKEMED WEBSITE PROVIDES DETAILED INFORMATION REGARDING FINANCIAL ASSISTANCE AND CHARITY CARE. THE PATIENT BILLING AND FINANCIAL INFORMATION POLICY IS INCLUDED IN ALL INPATIENTS' "MY IMPORTANT PAPERS" FOLDER AND IS ADDRESSED IN THE PATIENT INFORMATION GUIDE AVAILABLE IN ALL INPATIENT ROOMS. IN ADDITION, THE FINANCIAL ASSISTANCE FORM IS LOCATED ON THE WEBSITE FOR ANY PATIENT TO COMPLETE AND SUBMIT. AS PART OF THE INTAKE PROCESS/REGISTRATION FOR ALL PATIENTS, WAKEMED PROVIDES A COPY OF THE PATIENT BILLING AND FINANCIAL INFORMATION POLICY, WHICH REFERS PATIENTS TO PATIENT FINANCIAL SERVICES IF THEY HAVE CONCERNS REGARDING THEIR ABILITY TO PAY THE BILL. ALL INPATIENTS AND PATIENTS SCHEDULED FOR OUTPATIENT PROCEDURES, AND WHO ARE DESIGNATED "UNINSURED" AT THE TIME OF ADMISSION, ARE CONTACTED PERSONALLY BY A FINANCIAL COUNSELOR. IN ADDITION, ANY PATIENT, REGARDLESS OF INSURANCE COVERAGE, MAY REQUEST TO SEE A FINANCIAL COUNSELOR. THE FINANCIAL COUNSELOR WILL ASSESS POSSIBLE MEDICAID ELIGIBILITY AND PROVIDE AN APPLICATION/FINANCIAL STATEMENT THAT IS SUBMITTED TO PATIENT FINANCIAL SERVICES TO REQUEST ASSISTANCE WITH MEDICAL EXPENSES. WAKEMED ALSO HAS ON-SITE EMPLOYEES FROM WAKE COUNTY HUMAN SERVICES TO PROCESS MEDICAID APPLICATIONS FOR RESIDENTS OF WAKE COUNTY. ANY PATIENT WHO IS UNISURED AND MAY BE ELIGIBLE FOR DISABILITY IS REFERRED TO A WAKEMED DISABILITY SPECIALIST WHO ASSISTS WITH THE APPLICATION. WAKEMED INCLUDES INFORMATION REGARDING FINANCIAL ASSISTANCE TO ALL PATIENT BILLING STATEMENTS. SCHEDULE H, PART VI, LINE 4 COMMUNITY INFORMATION WHILE WAKEMED SERVES PATIENTS FROM ALL OF NORTH CAROLINA'S 100 COUNTIES AND BEYOND, ITS PRIMARY SERVICE AREA CAN BEST BE DESCRIBED AS THE COUNTIES CONTIGUOUS TO WAKE COUNTY. THE VAST MAJORITY OF PATIENTS COME FROM WAKE AND JOHNSTON COUNTIES. BOTH COUNTIES HAVE RAPIDLY GROWING SMALLER/SUBURBAN COMMUNITIES CENTERED AROUND THE CAPITAL CITY OF RALEIGH. THESE COMMUNITIES LOOK TO RALEIGH AS THEIR PRIMARY SOURCE FOR TERTIARY LEVEL CARE. THE MARKET IS DEMOGRAPHICALLY DIVERSE AND FIERCELY COMPETITIVE WITH THREE MAJOR HEALTH SYSTEMS COMPETING AGAINST ONE ANOTHER. WAKEMED SHOULDERS THE VAST MAJORITY OF CARE FOR THE UNINSURED AND UNDERINSURED, OFTEN EXCEEDING 80% OF THE BURDEN IN WAKE COUNTY. WAKE COUNTY WAS FOUNDED IN 1771 AND OCCUPIES APPROXIMATELY 860 SQUARE MILES IN THE PIEDMONT REGION OF NORTH CAROLINA. IN 1792, THE CITY OF RALEIGH WAS NAMED THE CAPITAL OF NORTH CAROLINA AND IT REMAINS THE MOST POPULOUS MUNICIPALITY IN WAKE COUNTY. WITH A POPULATION IN EXCESS OF 1,000,000 PERSONS, THE COUNTY IS THE SECOND MOST POPULOUS COUNTY IN THE STATE. WAKE COUNTY IS HOME TO 12 MUNICIPALITIES. WAKE COUNTY HAS EXPERIENCED POPULATION GROWTH OVER RECENT YEARS; THIS GROWTH IS EXPECTED TO CONTINUE ACCORDING TO DATA FROM THE N.C. OFFICE OF STATE BUDGET AND MANAGEMENT, WAKE COUNTY IS PROJECTED TO GROW AT A HIGHER ANNUAL RATE THAN ITS PEER GEOGRAPHIES AT 1.8 PERCENT ANNUALLY FROM 2015 TO 2025, WITH THE ADDITION OF OVER 193,000 PEOPLE. AS SHOWN IN THE TABLE BELOW, RESIDENTS OF THESE TWO COUNTIES CURRENTLY EXCEED ONE MILLION IN POPULATION, AND THAT POPULATION HAS CONTINUED TO GROW EVEN AMIDST THE WORST ECONOMIC RECESSION IN MANY DECADES. THE POPULATION IS FAIRLY DIVERSE. RACE AND ETHNICITY INFORMATION ARE ALSO PRESENTED IN THE TABLE. WAKE COUNTY JOHNSTON COUNTY TOTAL 2015 1,005,995 183,584 1,189,579 2020 1,102,782 211,626 1,314,408 % CHANGE 9.6% (1.9%/ANNUM) 15.3% (2.9%/ANNUM) 10.5% (2.0%/ANNUM) RACE AND ETHNICITY 2020 WHITE 66% 80% 69% BLACK 23% 16% 21% ASIAN 7% 1% 6% OTHER/UNKNOWN 4% 3% 4% HISPANIC* 12% 16% 12% *(NOT CONSIDERED A RACE, INCLUDED IN TOTALS ABOVE) SCHEDULE H, PART VI, LINE 5 PROMOTION OF COMMUNITY HEALTH SINCE OPENING IN 1961, WAKEMED HAS BEEN AN INSTITUTION WITH AN UNWAVERING COMMITMENT TO THE COMMUNITIES IT SERVES BY IMPROVING THE HEALTH OF THE INDIVIDUALS AND FAMILIES WE SERVE. TODAY, WAKEMED OFFERS A BROAD RANGE OF PREVENTIVE, PRIMARY, ACUTE, AND TERTIARY SERVICES. AS WAKE COUNTY'S LARGEST PRIVATE EMPLOYER AND A CORNERSTONE OF THE COMMUNITY, WAKEMED IS AN ASSET RESIDENTS CAN DEPEND ON NOT ONLY FOR THE HIGHEST QUALITY OF HEALTH CARE INSIDE THE HOSPITAL AND OUTPATIENT FACILITIES, BUT FOR COMMUNITY OUTREACH IN THE FORM OF SCREENINGS, CLASSES, SEMINARS, HEALTH FAIRS, PREVENTIVE PROGRAMS, SUPPORT GROUPS, AND OTHER OUTREACH INITIATIVES. WITH THE EXPANSION OF OUR 37 FOOT MOBILE TRUCK, WE HAVE BEEN ABLE TO PROVIDE ACCESS TO VARIOUS SERVICES FOR MANY HIGH RISK TARGET GROUPS IN THE COUNTY. THE MAJORITY OF THE PROGRAMS ARE FREE AND ALL ARE DESIGNED TO IMPROVE HEALTH, EDUCATE, AND ENLIGHTEN BY OFFERING ACCESS TO EXPERTS, RESOURCES, AND HEALTH INFORMATION. IN ADDITION, OUR 1,200+ PERSON MEDICAL STAFF IS OPEN AND COMPRISED PRIMARILY OF INDEPENDENT PRACTITIONERS, ALTHOUGH THE NUMBER OF EMPLOYED PHYSICIANS IS GROWING AND NOW TOTALS MORE THAN 380 PHYSICIANS. EACH YEAR WE SERVE, SUPPORT, AND WORK CLOSELY WITH THE COMMUNITY IN MANY WAYS. WE ABSORB THE HEALTH CARE COSTS OF THOSE WHO COME TO US UNABLE TO PAY FOR THEIR CARE. WE EDUCATE AND TRAIN PHYSICIANS AND CAREGIVERS. WE DEVELOP NEW SERVICES AND INITIATIVES TO ENHANCE ACCESS AND MEET THE NEEDS OF THE UNDERSERVED. WE PARTNER WITH A VARIETY OF COMMUNITY-BASED ORGANIZATIONS TO DEVELOP PROGRAMS THAT ANSWER A SPECIFIC COMMUNITY HEALTH NEED. WE PROVIDE DONATIONS TO COMMUNITY CHARITIES AND ORGANIZATIONS WHOSE GOALS SUPPORT OUR MISSION. AND WE OFFER A HOST OF COMMUNITY OUTREACH AND EDUCATION PROGRAMS TARGETED TO THE UNDERSERVED AND AT-RISK POPULATIONS FOR CARDIOVASCULAR DISEASE, DIABETES, STROKE, AND AVOIDABLE INJURIES, AMONG OTHERS. THESE EFFORTS ARE CONSOLIDATED IN A COMMUNITY BENEFIT REPORT AVAILABLE ON OUR WEBSITE: HTTPS://WWW.WAKEMED.ORG/ASSETS/DOCUMENTS/COMMUNITY/COMM-BENEFIT-REPORT-202 0.PDF BEYOND THE CARE CURRENTLY PROVIDED WITHIN OUR FACILITIES, WAKEMED CONTINUES TO DEVELOP PROGRAMS AND SERVICES IN THOSE AREAS WHICH ARE UNDERSERVED AND ARE GROWING. ACCESS TO PRIMARY CARE PROVIDERS IS A CRITICAL NEED. AS A RESULT, WE CONTINUE TO EXPAND OUR NETWORK OF PRIMARY CARE PROVIDERS WHO SERVE COMMUNITY RESIDENTS, REGARDLESS OF THEIR ABILITY TO PAY. WAKEMED HELPS IMPROVE THE HEALTH OF THE COMMUNITY BY OUTREACH THAT TAKES ON MANY FORMS FROM THE DIRECT PROVISION OF CARE TO MENTORING AT-RISK YOUTH. AREAS OF FOCUS FOR THE SYSTEM ARE CENTERED ON: -IMPROVED ACCESS TO CARE THROUGH GEOGRAPHICALLY DISPERSED OUTPATIENT FACILITIES, PRIMARY CARE PHYSICIANS, EMERGENCY DEPARTMENTS, AND NOW VIRTUAL CARE OPTIONS. WE ALSO WORK CLOSELY WITH THE COMMUNITY TO IMPROVE ACCESS AND AFFORDABILITY FOR THE UNDERSERVED POPULATIONS OF THE COMMUNITY. THIS IS DONE IN PART BY COLLABORATING WITH COMMUNITY PARTNERS SO THAT HEALTH CARE GAPS ARE ADDRESSED. -WORKING CLOSELY WITH PATIENTS AND THE COMMUNITY TO PROMOTE AND SUPPORT THE OPTIMAL PREVENTION AND MANAGEMENT OF CHRONIC DISEASES, INJURIES AND ILLNESS IN OUR MOST VULNERABLE POPULATIONS, ESPECIALLY CHILDREN. WE ALSO HAVE AN INCREASED FOCUS ON IMPROVING AND MAINTAINING CARDIOVASCULAR HEALTH, WITH AN EMPHASIS ON ADDRESSING HEART DISEASE, STROKE, AND DIABETES PERTINENT TO BUILDING A HEALTHIER COMMUNITY. -DEVELOPMENT OF A COMPREHENSIVE POPULATION HEALTH PROGRAM ANCHORED BY AN ACCOUNTABLE CARE ORGANIZATION WITH OVER 200,000 COVERED LIVES FROM PARTNERING WITH CMS AND THE MAJOR INSURERS WITHIN THE MARKET. WITH A FOCUS ON QUALITY AND COORDINATION OF CARE, PATIENTS ARE RECEIVING VALUE AND IMPROVING THEIR HEALTH. -DEVELOPMENT OF A COMMUNITY HEALTH POPULATION PROGRAM THAT WORKS WITH OUR MOST VULNERABLE POPULATIONS TO ADDRESS BOTH THEIR HEALTH AND SOCIAL NEEDS SUCH AS A MEDICAL HOME, MEDICATION, HOUSING, AND MORE. IT IS MADE POSSIBLE BY GRANTS AND PARTNERING WITH OTHER COMMUNITY BASED ORGANIZATIONS. -CONTINUING EFFORTS TO EDUCATE HEALTHCARE PROVIDERS OF TODAY AND TOMORROW RECOGNIZING THAT THESE EFFORTS WILL ENSURE A SKILLED WORKFORCE WHICH ULTIMATELY BUILDS A HEATHIER AND STRONGER COMMUNITY. -PROVIDING SUPPORT AND LEADERSHIP IN COMMUNITY BUILDING ACTIVITIES THAT ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS. WE ALSO ENCOURAGE EMPLOYEE, VOLUNTEER AND PHYSICIAN PARTICIPATION, PHILANTHROPIC SUPPORT, AND VOLUNTEERISM IN THE COMMUNITY. SCHEDULE H, PART VI, LINE 6 AFFILIATED HEALTH CARE SYSTEM N/A SCHEDULE H, PART VI, LINE 7 STATE FILING OF COMMUNITY BENEFIT REPORT WAKEMED PUBLISHES A COMMUNITY BENEFIT REPORT EACH YEAR WHICH HIGHLIGHTS THE FINANCIAL IMPACT ON THE COMMUNITY. IT IS AVAILABLE IN PRINT FORM AS WELL AS ON THE WAKEMED WEBSITE. WAKEMED ALSO VOLUNTARILY FILES A SIMILAR COMMUNITY BENEFIT REPORT WITH THE NORTH CAROLINA HOSPITAL ASSOCIATION. true Wake County Human Services PO Box 46833 Raleigh NC 27620 566000376 GOVT 723048 General Support Alliance Medical Ministry 101 Donald Ross Drive Raleigh NC 27610 562168673 501(c)3 400000 Medical Care Debnam Clinic 1501 Poole Road Raleigh NC 27610 561977593 For-Profit 216000 Medical Care WakeMed Foundation 3000 New Bern Avenue Raleigh NC 27610 561916549 501(c)3 95751 General Support Capital Area Soccer League 5017 Memory Rd Raleigh NC 27609 237441292 501(c)3 65000 General Support Interact 191 High House Road Cary NC 27511 271771636 501(c)3 30000 General Support Triangle Sports Commission 205 Keybridge Dr Morrisville NC 27560 300151626 501(c)3 25000 General Support North Carolina Symphony 3700 Glenwood Ave Raleigh NC 27612 560556755 501(c)3 15000 General Support LinkNica 7028 Rainwater Rd Raleigh NC 27615 810893209 501(c)3 10000 General Support Inter-Faith Food Shuttle 1001 Blair Drive Raleigh NC 27603 561753180 501(c)3 10000 General Support NCIAP People's Medical Care 5720 Creedmoor Rd Raleigh NC 27612 274744637 501(c)3 10000 General Support NC Spinal Cord Injury Association 7980 Chapel Hill Rd Cary NC 27513 510491208 501(c)3 7500 March of Dimes 1550 Crystal Dr Arlington VA 22202 131846366 501(c)3 7500 General Support Urban Ministries of Wake County 1390 Capital Boulevard Raleigh NC 27603 581422700 501(c)3 6800 General Support 13 1 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, LINE 2 ALL GRANT/FUNDING REQUESTS MUST BE MADE IN WRITING. FREQUENTLY, MEETINGS ARE HELD WITH REQUESTING ORGANIZATIONS TO ENSURE THE REQUESTS ARE IN ACCORDANCE WITH OUR GOALS AND GUIDELINES RELATED TO DONATIONS AND SPONSORSHIPS. ALL DONATIONS ARE COORDINATED THROUGH ONE DEPARTMENT AND ARE TRACKED AND LOGGED ON A SPREADSHEET WITH A QUICK REFERENCE TO THE REASON FOR THE GIFT. IN MOST CASES, WAKEMED TRACKS HOW THE GIFT WAS USED, THE OUTCOMES, AND THE BENEFITS TO THE COMMUNITY. IN THE CASE OF LARGE GRANTS, THE ORGANIZATION IS ALSO ASKED FOR A REPORT OF THE RESULTS AND THE IMPACT. X false true X X X X X true false false false false false false true false Donald Gintzig President & CEO 1167657 0 485872 0 61076 0 17100 0 23826 0 1755531 0 0 0 Bryon Boulton Physician 953529 0 326519 0 10910 0 8550 0 23201 0 1322709 0 0 0 Gurvinder S Deol Physician 810569 0 358017 0 25844 0 8550 0 28541 0 1231521 0 0 0 Judson Williams Physician 735559 0 428990 0 17345 0 8550 0 30498 0 1220942 0 0 0 Marc Silver Physician 576140 0 404166 0 38727 0 8550 0 31222 0 1058805 0 0 0 Jonathan Chappell Physician 613094 0 397075 0 10462 0 8550 0 24161 0 1053342 0 0 0 Denise Warren until 1220 EVP & Chief Operating Officer 667820 0 13185 0 18599 0 11171 0 25901 0 736676 0 0 0 Christopher DeRienzo SVP & Sys CMO as of 12/19 563512 0 8673 0 113979 0 17100 0 22898 0 726162 0 0 0 Rick Carrico EVP & Chief Financial Officer 582985 0 11574 0 27903 0 17100 0 28541 0 668103 0 0 0 Rebecca Andrews SVP & Administrator Raleigh 437153 0 8378 0 26602 0 17100 0 15399 0 504632 0 0 0 Thomas Gough as of 121 EVP & Chief Operating Officer 442730 0 8368 0 17392 0 17100 0 2138 0 487728 0 0 0 Seth Brody SVP, Physician Services 430963 0 21398 0 1038 0 17100 0 0 0 470499 0 0 0 Charles Harr Chief Medical Officer, Raleigh 428645 0 8081 0 2966 0 17100 0 2500 0 459292 0 0 0 Susan James VP & Chief Legal Officer 403610 0 8031 0 999 0 17100 0 25398 0 455138 0 0 0 Cynthia Alness-Boily SVP - Operations & CNO 379199 0 7423 0 26424 0 17100 0 21271 0 451417 0 0 0 Peter Marks VP & Chief Information Officer 370810 0 7164 0 19119 0 17100 0 4490 0 418683 0 0 0 Carolyn Knaup SVP - Ambulatory Services 344473 0 6902 0 17244 0 17100 0 22083 0 407802 0 0 0 John Perry VP, Medical Information 352659 0 6937 0 1994 0 17100 0 25901 0 404591 0 0 0 Rick Shrum VP & Chief Strategy Officer 336976 0 6893 0 5154 0 17100 0 31980 0 398103 0 0 0 Karen Bash CMO, North Hospital 341483 0 3284 0 19807 0 17100 0 15640 0 397314 0 0 0 Theodore Lotchin VP - CHIEF COMPL. & PRIVACY 323522 0 6465 0 1707 0 17100 0 23618 0 372412 0 0 0 Thomas Cavender VP, Facilities & Construction 304646 0 5922 0 24779 0 17100 0 12474 0 364921 0 0 0 Valerie Barlow VP, Clinical & Support SVCS 308137 0 6097 0 1594 0 17100 0 25977 0 358905 0 0 Christine Craig VP, Governmental Affairs 271210 0 5400 0 15769 0 17044 0 17478 0 326901 0 0 0 Debra Laughery VP, Marketing & Communications 276022 0 5373 0 19346 0 17002 0 705 0 318448 0 0 0 Stephanie Sessoms VP, Finance 266591 0 5186 0 1140 0 13865 0 17582 0 304364 0 0 0 Shondra Brink VP, Wake Physician Practices 263160 0 5090 0 3821 0 15855 0 10789 0 298715 0 0 0 Sheldrick Streete until 221 VP, Nursing - Raleigh 244042 0 4867 0 561 0 13134 0 25701 0 288305 0 0 0 BETSY GASKINS-MCCLAINE VP, Heart & Vascular 219788 0 4261 0 6709 0 13802 0 10006 0 254566 0 0 0 Thomas C Hughes VP Operations, Community Hosp. 195799 0 2475 0 399 0 11636 0 2002 0 212311 0 0 0 Sheri Deshazo until 819 SVP & Administrator - North 0 0 0 0 169624 0 0 0 0 0 169624 0 0 0 JEANENE MARTIN UNTIL 920 SVP - HUMAN RESOURCES 374625 0 7430 0 17955 0 17100 0 20282 0 437392 0 0 0 Douglas Trocinski start 220 CMO, Cary Hosptial 170974 0 2312 0 5457 0 5323 0 826 0 184892 0 0 0 SCHEDULE J, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE PAID TO SOME KEY EMPLOYEES. THEY ARE INCLUDED IN TAXABLE INCOME. SCHEDULE J, PART I, LINE 1B TAX GROSS-UPS FOR KEY EMPLOYEES ARE COVERED BY THE EMPLOYEE AGREEMENT OR ARE APPROVED BY THE BOARD OF DIRECTORS. SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS SHERI DESHAZO RECEIVED $169,624 IN SEVERANCE PAYMENTS. SCHEDULE J, PART I, LINE 7 WAKEMED HAS INCENTIVE-BASED PROGRAMS THAT ARE DRIVEN BY ACCOMPLISHING TARGETS ASSOCIATED WITH QUALITY OF CARE FOR DISCHARGE INSTRUCTIONS, PATIENT SATISFACTION, AND MINIMUM OPERATING BENEFITS. A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DLY5 2012-07-11 315731042 SEE PART VI false false false B PUBLIC FINANCE AUTHORITY 273866124 74442CBZ6 2019-04-10 380793281 SEE PART VI false false false A 80050000 0 315731042 0 0 0 2994195 0 0 0 312736847 0 2012 true true true true B 0 0 380793281 0 0 157000000 2897263 0 0 0 210925339 9970679 false false false false A false true true true false 0 false false false true B false true true true false 0 false false false true A false false false true false false 0 false 0 false true B false true false false false false 0 false 0 false true A true B true SCHEDULE K, PART I, A(F) THE SERIES 2012A BONDS WERE ISSUED TO REFUND ALL THE SERIES 2001 AND THE 2009A BONDS AND PAY CERTAIN EXPENSES INCURRED IN THE CONNECTION WITH THE ISSUANCE AND SALE OF THE 2012A BONDS. THE PROCEEDS OF THE REFUNDED 2001 BONDS AND THE REFUNDED 2009A BONDS WERE USED TO FINANCE THE COSTS OF VARIOUS IMPROVEMENTS TO THE CORPORATION'S HEALTHCARE FACILITIES. SCHEDULE K, PART I, B(F) EFFECTIVE APRIL 1, 2019, WAKEMED, THROUGH THE PUBLIC FINANCE AUTHORITY (THE 'AUTHORITY"), ISSUED $207,650 OF HOSPITAL REVENUE BONDS, SERIES 2019A ('SERIES 2019A BONDS"), $79,045 OF HOSPITAL REVENUE BONDS, SERIES 2019B ("SERIES 2019B BONDS"), AND $79,045 OF HOSPITAL REVENUE BONDS, SERIES 2019C ("SERIES 2019C BONDS"). A PORTION OF THE SERIES 2019A BONDS PROCEEDS WERE USED TO REFUND THE OUTSTANDING SERIES 2009B AND 2009C BONDS AS WELL AS PARTIALLY REFUND THE OUTSTANDING SERIES 2012A BONDS. THE REMAINING PROCEEDS OF THE SERIES 2019A BONDS WILL BE USED TO PAY FOR THE EXPANSION OF WAKEMED CARY HOSPITAL AND FUND CAPITAL IMPROVEMENTS AND EQUIPMENT PURCHASES AT WAKEMED'S VARIOUS HOSPITALS. THE PROCEEDS OF THE SERIES 2019B AND 2019C BONDS WERE USED TO REFINANCE TWO OUTSTANDING TAXABLE TERM LOANS. THE LOANS WERE TO FINANCE COSTS ASSOCIATED WITH NORTH HOSPITAL AND INFORMATION TECHNOLOGY IMPLEMENTATION PROJECTS. THEY WERE ALSO USED TO PURCHASE TWO PREVIOUSLY LEASED BUILDINGS, RALEIGH MEDICAL PARK AND BRIER CREEK HEALTHPLEX. SCHEDULE K, PART I, B(E) PRICE VARIANCE $13,925,283 ISSUE PRICE VARIANCE IS PREMIUM PAID AT 2019A ISSUANCE. SCHEDULE K, PART II, 3, COLUMNS A & B TOTAL PROCEEDS OF ISSUE TOTAL PROCEEDS INCLUDE INVESTMENT EARNINGS. SCHEDULE K, PART II, LINE 3, COLUMN B PROCEEDS THE AMOUNTS REPORTED ON FORM 8038 AS PROCEEDS USED FOR BOND ISSUANCE COSTS WERE ESTIMATES. THE AMOUNTS REPORTED ON SCHEDULE K REPRESENT THE ACTUAL USE OF PROCEEDS. SCHEDULE K, PART IV, 2C ARBITRAGE REBATE ARBITRAGE REBATE CALCULATION PERFORMED ON 7/11/2017 FOR A. X 256618 54292 FMV false false false PART I, COLUMN (B) THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF items contributed. FORM 990, BOX C ALSO DOING BUSINESS AS: 1. WAKEMED HEALTH & HOSPITALS 2. WAKEMED RALEIGH CAMPUS 3. WAKEMED CARY HOSPITAL 4. WAKEMED APEX HEALTHPLEX 5. WAKEMED NEW BERN AVENUE CAMPUS 6. WAKEMED - REHAB 7. WAKE MEDICAL CENTER 8. WESTERN WAKE HOSPITAL 9. WAKE HEART CENTER 10. WESTERN WAKE MEDICAL CENTER 11. WAKE REHABILITATION HOSPITAL 12. WAKE AREA HEALTH EDUCATION CENTER 13. WAKE AHEC 14. WAKEMED HOME CARE 15. WAKEMED - WESTERN WAKE MEDICAL CENTER 16. WAKEMED NORTH HOSPITAL 17. WAKEMED CLAYTON MEDICAL PARK 18. WAKEMED CARY OUTPATIENT REHAB CENTER 19. WAKEMED WAKE FOREST ROAD OUTPATIENT REHAB CENTER 20. WAKEMED HOME HEALTH 21. WAKEMED EMERGENCY SERVICES INSTITUTE 22. WAKEMED MOBILE CRITICAL CARE SERVICES 23. WAKEMED BRIER CREEK HEALTHPLEX 24. WAKEMED OUTPATIENT PHARMACY 25. WAKEMED GARNER HEALTHPLEX 26. WAKEMED CHILDREN'S HOSPITAL 27. WAKEMED PROFESSIONAL STAFF 28. WAKEMED CHILDREN'S 29. WAKEMED CENTER FOR PATIENT SAFETY 30. WAKEMED CENTER FOR INNOVATIVE LEARNING 31. WAKEMED REHABILITATION HOSPITAL 32. WAKEMED PRIMARY CARE-KNIGHTDALE 33. WAKEMED PRIMARY CARE-NORTH RALEIGH 34. WAKEMED PRIMARY CARE-WAKE FOREST 35. WAKEMED PRIMARY CARE-WEST CARY PARK 36. WAKEMED PRIMARY CARE-FUQUAY VARINA 37. WAKEMED PRIMARY CARE-GARNER 38. WAKEMED PRIMARY CARE-HOLLY SPRINGS 39. WAKEMED PRIMARY CARE-KILDAIRE FARM ROAD 40. WAKEMED CHILDREN'S-PEDIATRICS 41. WAKEMED PRIMARY CARE-APEX 42. WAKEMED PHYSICIAN PRACTICES 43. WAKEMED PRIMARY CARE-BRIER CREEK 44. WAKEMED PRIMARY CARE-CAMERON VILLAGE 45. WAKEMED PRIMARY CARE-CARY PARKWAY 46. WAKEMED PRIMARY CARE-DOWNTOWN RALEIGH 47. WAKEMED PRIMARY CARE-EMPLOYEE HEALTH 48. WAKEMED PRIMARY CARE-FORESTVILLE CROSSING 49. WAKEMED PEDIATRICS-CLAYTON 50. WAKEMED URGENT CARE 51. TRIANGLE SINUS CENTER 52. WAKEMED UROLOGY 53. WAKEMED BARIATRICS SURGERY & MEDICAL WEIGHT LOSS 54. WAKEMED WAKE ORTHOPAEDICS 55. WAKEMED CHILDREN'S-PEDIATRIC MINOR PROCEDURES 56. WAKEMED CHILDREN'S-PEDIATRIC PULMONOLOGY 57. WAKEMED CHILDREN'S-PEDIATRIC SURGERY 58. WAKEMED CHILDREN'S-PEDIATRIC WEIGHT MANAGEMENT 59. WAKEMED CHILDREN'S-PEDIATRIC BEHAVIORAL HEALTH 60. WAKEMED CHILDREN'S-PEDIATRIC CARDIOLOGY 61. WAKEMED CHILDREN'S-PEDIATRIC ENDOCRINOLOGY 62. WAKEMED CHILDREN'S-GASTROENTEROLOGY 63. WAKEMED CHILDREN'S-PEDIATRIC INTENSIVIST 64. WAKEMED CHILDREN'S-SPECIAL INFANT CARE 65. WAKEMED CORPORATE HEALTH SERVICES 66. WAKEMED CRITICAL CARE MEDICINE 67. WAKEMED DENTAL SERVICE 68. WAKEMED ENT-HEAD & NECK SURGERY 69. WAKEMED GASTROENTEROLOGY 70. WAKEMED GENERAL SURGERY 71. WAKEMED HEART & VASCULAR-ADVANCED HEART FAILURE 72. WAKEMED HEART & VASCULAR-CARDIOLOGY 73. WAKEMED HEART & VASCULAR-CARDIOVASCULAR & THORACIC SURGERY 74. WAKEMED VASCULAR SURGERY 75. WAKEMED HEART & VASCULAR-COMPLEX ARRHYTHMIA 76. WAKEMED HEART & VASCULAR-STRUCTURAL HEART 77. WAKEMED HOSPITALIST 78. WAKEMED HOSPITALIST-GROUP HOME 79. WAKEMED MATERNAL FETAL MEDICINE 80. WAKEMED MOBILE WELLNESS 81. WAKEMED NEONATOLOGY 82. WAKEMED OBSTETRICS & GYNECOLOGY 83. WAKEMED PEDIATRIC HOSPITAL MEDICINE-SANFORD 84. WAKEMED PHYSICAL THERAPY 85. WAKEMED PSYCHIATRY-HOSPITAL BASED 86. WAKEMED PULMONOLOGY-HOSPITAL BASED 87. WAKEMED PULMONOLOGY 88. WAKEMED TRANSITIONAL HEALTH 89. WAKEMED RHEUMATOLOGY 90. WAKEMED UROGYNECOLOGY FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICES OTHER PROGRAM SERVICES INCLUDE HOSPITAL IN AND OUTPATIENT ANCILLARY CARE SERVICES IN OTHER SPECIALTY AREAS NOT LISTED ABOVE. FORM 990, PART VI, LINE 7A MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WITH POWER TO ELECT OR APPOINT MEMBERS EIGHT MEMBERS OF THE BOARD ARE APPOINTED TO THE BOARD OF DIRECTORS BY WAKE COUNTY. FORM 990, PART VI, LINE 7B DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS THE WAKE COUNTY BOARD OF COMISSIONERS HOLDS LIMITED APPROVAL OVER SOME GOVERNING BODY DECISIONS PERTAINING TO ARTICLES V, VI, VII, AND IX IN THE ARTICLES OF INCORPORATION. THE TRANSFER AGREEMENT WITH WAKE COUNTY INDICATES APPROVAL/CONSENT FOR TRANSACTIONS PERTAINING TO SUBSTANTIAL DISPOSITION OF ASSETS AND COVENANTS ON LIENS. FORM 990, PART VI, LINE 11B PROCESS USED TO REVIEW THE FORM 990 THE ENTIRE 990 AND ASSOCIATED SCHEDULES ARE REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS WHO ACKNOWLEDGE THEY HAVE REVIEWED FORMS AND SCHEDULES AND THEN RECOMMEND APPROVAL TO THE BOARD. A FINAL COPY IS PROVIDED TO THE BOARD BEFORE FILING. FORM 990, PART VI, LINE 12C MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY THE ORGANIZATION MONITORS AND ENFORCES THE CONFLICT OF INTEREST POLICY IN VARIOUS WAYS. EACH YEAR, MEMBERS OF THE BOARD, COMMITTEES WITH BOARD DELEGATE POWERS, CEO, CORPORATE STAFF, EXECUTIVE STAFF, DIRECTORS, AND MANAGERS ARE REQUIRED TO COMPLETE AND SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE. THOSE INDIVIDUALS ARE REQUIRED TO PROVIDE WRITTEN DOCUMENTATION OF ANY POTENTIAL CONFLICT OF INTEREST, IDENTIFYING MATERIAL FINANCIAL INTEREST/PERSONAL CONFLICTS OF INTEREST. REMEDIAL MEASURES IMPLEMENTED TO ADDRESS CONFLICTS OF INTEREST INCLUDE ABSTENTION FROM VOTING ON CERTAIN ISSUES AS WELL AS RECUSAL FROM THE DECISION MAKING PROCESS AND PARTICIPATION INVOLVING THE IDENTIFIED ISSUE/AREA. THE CODE OF CONDUCT PROVIDES GUIDANCE ON GIFTS AND TRAVEL. GIFTS SHOULD NOT BE ACCEPTED AND PRIOR TO ANY TRAVEL/LODGING PAID FOR BY A THIRD PARTY, WRITTEN APPROVAL MUST BE OBTAINED FROM AN EXECUTIVE VICE PRESIDENT. ALSO, EMPLOYEES WHO OWN OR WORK IN A PRIVATE BUSINESS OUTSIDE OF WAKEMED ARE NOT ALLOWED TO RECRUIT OR PROMOTE THEIR PRODUCTS AND SERVICES DURING WORK HOURS OR THROUGH WAKEMED PRINTED MATERIALS. FORM 990, PART VI, LINE 15A & 15B PROCESS FOR DETERMINING COMPENSATION OF CEO, EXEC. DIR., OR TOP MGMT OFFICAL REVIEW OF COMPENSATION IS PERFORMED BY AN INDEPENDENT FIRM. CEO COMPENSATION IS REVIEWED WITH AN OUTSIDE FIRM EVERY YEAR. EVERY THREE YEARS AN EXECUTIVE COMPETITIVE COMPENSATION REVIEW IS PERFORMED. ON ALTERNATE YEARS, THE SVP/HR PRESENTS MARKET DATA COMPARISONS TO A BOARD OF DIRECTOR'S COMMITTEE FOR REVIEW. FORM 990, PART VI, LINE 19 PROCESS FOR MAKING DOCUMENTS AVAILABLE TO THE PUBLIC THE 990 IS AVAILABLE BY REQUEST AND IS PUBLISHED ON GUIDESTAR. FINANCIAL STATEMENTS ARE PUBLICLY AVAILABLE THROUGH THE NC MEDICAL CARE COMMISSION AS IT RELATES TO TAX EXEMPT DEBT. THE ANNUAL AUDITED FINANCIAL STATEMENTS AND TRANSFER AGREEMENT ARE PROVIDED EACH YEAR TO WAKE COUNTY COMMISSIONERS AND BECOME PUBLIC INFORMATION. ARTICLES OF INCORPORATION ARE AVAILABLE ON THE NC SECRETARY OF STATE WEBSITE. FORM 990, PART VIII, LINE 1E INCLUDED IN THIS LINE IS THE PANDEMIC RELIEF REVENUE FOR FY2021. THE TOTAL AMOUNT RECEIVED AND REPORTED FOR THE FISCAL YEAR IS $14,237,202. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS TRANSFERS BETWEEN AFFILIATES (1,158,407) Transfer of Fixed Assets 11,632,672 Donated Capital to Finance PPE 940,680 Gifts/Grants/Bequests/Pledges 402,608 Foundation to WakeMed 1,483,354 Interco Cash Transfers (29,570,223) PET 2,305,802 ----------------- TOTAL (13,963,514) WAKE SPECIALTY PHYSICIANS LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 264169156 MEDICAL OFFIC NC 35844265 -160096083 NA CSAMS NEW BERN AVENUE LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 260554927 HEALTHCARE NC 0 20931 NA WAKEMED SPECIALISTS GROUP LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 834333066 MEDICAL OFFIC NC 175839445 44797306 NA NETWORK FOR ADVANCING BEHAVIORAL HEALTH 3000 NEW BERN AVENUE RALEIGH NC 27610 850731932 HEALTHCARE NC 0 0 NA CONNECTED COMMUNITY 3000 NEW BERN AVENUE RALEIGH NC 27610 HEALTHCARE NC 0 0 NA WAKEMED INNOVATIONS LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 850754377 HEALTHCARE NC 0 0 NA WAKEMED SURGERY CENTER - CARY LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 874584595 HEALTHCARE NC 0 0 NA WAKEMED SURGERY CENTER - NORTH RALEIGH 3000 NEW BERN AVENUE RALEIGH NC 27610 HEALTHCARE NC 0 0 NA WakeMed Travel Staffing LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 880859089 HEALTHCARE NC 0 0 NA WakeMed Ancillary Services LLC 3000 NEW BERN AVENUE RALEIGH NC 27610 861889661 HEALTHCARE NC 0 0 NA WAKE PROPERTY SERVICES 3000 NEW BERN AVENUE RALEIGH NC 27610 561133894 LEASING NC 501(c)(3) 12B NA false WAKE FACULTY PRACTICE PLAN 3000 NEW BERN AVENUE RALEIGH NC 27610 237169178 MEDICAL NC 501(c)(3) 12b NA false THE VOLUNTEERS AT CARY CAMPUS 3000 NEW BERN AVENUE RALEIGH NC 27610 561798031 VOLUNTEERS NC 501(c)(3) 12b NA false WAKEMED FOUNDATION 3000 NEW BERN AVENUE RALEIGH NC 27610 561916549 SUPPORT NC 501(c)(3) 7 NA false THE VOLUNTEERS AT RALEIGH CAMPUS 3000 NEW BERN AVENUE RALEIGH NC 27610 560749114 VOLUNTEERS NC 501(c)(3) 12b NA false CAP CITY SURG CNTR 3000 NEW BERN AVE RALEIGH NC 27610 260804803 HEALTHCARE NC NA RELATED 5474371 3119709 false 0 false 0.51000 HOLLY SPRINGS SURGICAL VENTURE 9131 ANSON WAY 304 RALEIGH NC 27540 473753856 HEALTHCARE NC NA RELATED 126045 831150 false 0 false 0.60000 WAKEMED SURGICAL VENTURES LLC 3000 NEW BERN AVE RALEIGH NC 27610 862939200 HEALTHCARE NC NA RELATED 0 0 false 0 false 0.95000 PEDIATRIC MSO LLC 3000 NEW BERN AVE RALEIGH NC 27610 831266724 HEALTHCARE NC NA RELATED -566137 1964684 false 0 false 0.51000 WAKE PET SERVICES 3000 NEW BERN AVENUE RALEIGH NC 27610 263108205 HEALTHCARE NC NA RELATED -31010 2896450 false 0 false 0.51000 WAKEMED CHILDREN'S PM PEDIATRICS 3000 NEW BERN AVE RALEIGH NC 27610 831612410 HEALTHCARE NC N/A RELATED 323355 80636 false 0 false 0.51000 WAKEMED INNOVATIONS VENTURE FUND LLC 3000 NEW BERN AVE RALEIGH NC 27610 853301986 HEALTHCARE NC N/A RELATED -52778 366652 false 0 false 0.98000 ROCKROOM INSURANCE COMPANY (SPC) LTD 62 FORUM LANE 3 FLOOR PO BOX 30600 CAYMAN CJ JY1-1203 566017737 CAPTIVE INSUR CJ NA C Corp 10473054 37336187 1.00000 true QUALITY TEXTILE SERVICES 313 SOUTH ROGERS LANE RALEIGH NC 27610 561943802 TEXTILE SERVICES NC NA C CORP -154306 3708662 0.50000 false WakeMed Key Community Care LLC 3000 NEW BERN AVE RALEIGH NC 27610 462853835 HEALTHCARE NC NA C Corp 16628856 323556 0.50000 false false true true false false false false false false true true true true false false true false false false WAKEMED PROPERTY SERVICES K 22822873 CASH-FMV WAKEMED PROPERTY SERVICES J 1084887 CASH-FMV WAKEMED PROPERTY SERVICES Q 751733 CASH-FMV WakeMed Foundation C 3355756 CASH-FMV Rockroom Insurance Company (SPC) LTD B 6644652 Cash-FMV Quality Textile Services L 2851395 Cash-FMV Quality Textile Services M 500000 Cash-FMV WakeMed Foundation c 238182 Cash-FMV