2022-05-23T17:36:29-05:00 2021-06-30 990 2020-07-01 223849199 WAKE FOREST UNIVERSITY HEALTH SCIENCES WAKE 3367164445 MEDICAL CENTER BLVD WINSTONSALEM NC 27157 STEPHAN LILLIE SVP-CFO 3367164445 2022-05-13 STEPHAN LILLIE 999009999 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JULIE ANN FREISCHLAG MD MEDICAL CENTER BLVD WINSTONSALEM NC 27157 1345510923 0 X WWW.WAKEHEALTH.EDU X 2001 NC TO IMPROVE HEALTH, ELEVATE HOPE AND ADVANCE HEALING FOR ALL. 15 14 2129 781 978422 95210 253761428 407745278 807508964 887521813 4737256 46665189 4149225 3507926 1070156873 1345440206 55437425 60152761 0 0 768293364 837518067 63947 66227 521647 282171049 295374317 1105965785 1193111372 -35808912 152328834 1634362996 2049073606 1080096441 1118150525 554266555 930923081 X SEE SCHEDULE O FOR CONTINUATIONWAKE FOREST UNIVERSITY HEALTH SCIENCES (AT TIMES ALSO REFERRED TO AS "WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE", "WFUHS 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. 0 0 194782907 34430191 MEDICAL RESEARCH, GENERAL/OTHER: RESEARCH COMPRISED OF BASIC SCIENCE CLINICAL RESEARCH AND POPULATION BASED STUDIES AND IS CENTERED ON THE ACQUISITION AND ADVANCEMENT OF SCIENTIFIC KNOWLEDGE AND NEW TECHNOLOGY AND THEIR TRANSFER TO INDUSTRY AND THE PATIENT IN ORDER TO PREVENT AND TREAT DISEASE AND PROMOTE HEALTH (929 GRANTS). 818924071 587558 826815246 PATIENT CARE AND MEDICAL EXPENSES IN PROVIDING SERVICES TO 1,867,653 PATIENT ENCOUNTERS. 120330296 25135013 60766728 PROFESSIONAL EDUCATION: INSTRUCTION OF 2,008 MEDICAL, GRADUATE, PHYSICIAN ASSISTANT, CRNA, AND BIOMEDICAL ENGINEERING STUDENTS. SCHOLARSHIPS AND AID PROVIDED TO 1,512 STUDENTS. 1134037274 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 1 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1314 0 1 2129 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 X 15 14 1 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 SC AL CO KY MD MA MI NH NY OH OK OR X ERIN KOEWING 3367164445 MEDICAL CENTER BLVD WINSTON SALEM NC 27157 X JULIE ANN FREISCHLAG MD DIRECTOR, CEO, DEAN 15.70 24.30 X X 3070031 0 440136 NATHAN O HATCH PHD DIRECTOR, PRES WFU 3.00 37.00 X X 0 1524226 201227 JOHN M VANN CHAIR 4.00 8.00 X 0 0 0 DONALD E FLOW VICE CHAIR 3.00 8.00 X 0 0 0 DONNA A BOSWELL PHD DIRECTOR 2.00 9.00 X 0 0 0 JAMES R HELVEY III DIRECTOR 2.00 0.00 X 0 0 0 GERALD F ROACH DIRECTOR 2.00 15.00 X 0 0 0 MATTHEW A KING DIRECTOR 2.00 10.00 X 0 0 0 RICHARD A BRENNER DIRECTOR 2.00 0.00 X 0 0 0 ANN S HANES DIRECTOR 2.00 0.00 X 0 0 0 ERIC EUBANK DIRECTOR 2.00 4.00 X 0 0 0 ADELAIDE A SINK DIRECTOR 2.00 4.00 X 0 0 0 H LAWRENCE CULP JR DIRECTOR (7/1/20-7/24/20) 2.00 0.00 X 0 0 0 MATTHEW CRAWFORD DIRECTOR (FR 7/1/20) 2.00 3.00 X 0 0 0 A DALE JENKINS DIRECTOR (FR 7/1/20) 2.00 0.00 X 0 0 0 CATHY WALL THOMAS MD DIRECTOR (FR 7/1/20) 2.00 3.00 X 0 0 0 KEVIN P HIGH MD PRES, HEALTH SYSTEM 5.80 34.20 X 1158409 0 259311 BRADLEY A CLARK EVP, CFO & TREAS 6.00 34.00 X 0 988625 241804 TERRY G WILLIAMS EVP, CH STRATEGY OFF 3.20 36.80 X 0 882481 175138 LILICIA P BAILEY SVP, CH PPL OFF (TO 9-25-20) 0.40 39.60 X 0 805400 84986 J REID MORGAN GEN COUNSEL & SEC 8.00 32.00 X 0 659852 140201 TERRY L HALES JR ASST TREAS 35.20 4.80 X 631751 0 137670 WILLIAM D SHOWALTER SVP, CH INFO OFF 5.00 35.00 X 0 524218 141755 LISA M MARSHALL VP, CH PHIL OFF 10.50 29.50 X 439196 0 108023 KAREN H HUEY VP, FACILITIES 3.80 36.20 X 0 371392 82754 ANITA M CONRAD ASST SEC 12.00 28.00 X 0 191046 41640 ANTHONY ATALA MD DEPARTMENT CHAIR 39.50 0.50 X 2494443 0 220961 EDWARD H KINCAID MD DEPARTMENT CHAIR 40.00 0.00 X 1440500 0 48230 KENNETH LENNON MD CLIN ADJ FACULTY 40.00 0.00 X 0 1281302 44755 JAMES W HOEKSTRA MD EVP, HLTH SYS AFFR 0.00 40.00 X 1123125 0 168579 L ANDREW KOMAN MD DEPARTMENT CHAIR 38.00 2.00 X 1104814 0 45337 JOHN D MCCONNELL MD FORMER OFF (4-26-17) 0.00 40.00 X 489759 0 43549 ROBERT J GFELLER JR FORMER OFF (12-31-18) 0.00 0.00 X 0 239797 122 11952028 7468339 2626178 1616 1 1 0 NTHRIVE REVENUE SYSTEMS LLC 200 NORTH POINT CENTER EAST SUITE ALPHARETTA GA 30022 CODING, BILLING & COLLECTION SRVS. 18437991 CASSIDY TURLEY FIDUCIARY INC 575 NORTH PATTERSON AVE WINSTONSALEM NC 27101 REAL ESTATE CONSULT. 4522677 THE BUDD GROUP 195 BUDD BLVD WINSTONSALEM NC 27114 FACILITY MAINTENANCE SERVICES 2862522 STATE COLLECTION SERVICE INC 2509 SOUTH STOUGHTON ROAD MADISON WI 53716 COLLECTION SERVICES 2557563 REGENTS OF THE UNIVERSITY OF CALIFORNIA 481 UNIVERSITY HALL BERKELEY CA 94720 EDUCATION & RESEARCH SERVICES 2168700 107 515003 79007 190587193 216564075 2333634 407745278 PATIENT SERVICE REVENUE 621111 826755085 826755085 TUITION REVENUE 611310 60766728 60766728 887521813 40092063 280799 39811264 1187645 1187645 1461530 0 1461530 1461530 1461530 2401039 4172087 0 0 2401039 4172087 6573126 6573126 2500 515003 70717 -68217 -68217 OTHER REVENUE 900099 757784 60161 697623 PARKING REVENUE 812930 169184 169184 926968 1345440206 887581974 978422 49134532 34594365 34594365 25135013 25135013 423383 423383 17259324 8629662 8612403 17259 675716522 659274800 16217409 224313 43950858 40325173 3581734 43951 62744507 57568457 5113305 62745 37846856 35072750 2736259 37847 4437673 4437673 597009 597009 338350 338350 66227 66227 5404825 3657379 1742041 5405 34485976 30792550 3688994 4432 598124 465206 132320 598 8256727 7201003 1055724 7944337 6928556 1015781 652069 652069 53201066 46398657 6749208 53201 460371 432479 27674 218 3688273 3386602 299312 2359 8096044 5478494 2617550 35610369 32533999 3076370 6613732 5768085 845595 52 MEDICAL SUPPLIES 67499099 67499099 BAD DEBT 54328423 54328423 OTHER SUPPLIES 3039666 2651007 385619 3040 INCOME TAX 122184 64040 58144 1193111372 1134037274 58552451 521647 98029776 166774896 49571170 63876912 164581226 99484714 868472 302259 1468321 1949249 6634378 7009588 888784306 550888552 342220063 337895754 5330000 3890000 544845602 845819749 7069488 7456756 1555278 1691044 412189222 512922685 1634362996 2049073606 539160447 613859859 75549538 73118854 140970711 134272895 50531286 46697178 7449528 0 266434931 250201739 1080096441 1118150525 X 311758449 638279647 242508106 292643434 554266555 930923081 1634362996 2049073606 X 152328834 132559494 91768198 X 0 1 X 1 1 1 X 209062530 214021298 227062586 253761428 407730955 1311638797 209062530 214021298 227062586 253761428 407730955 1311638797 1311638797 12437529 35786087 35707999 34702463 42460439 161094517 1772660 236203 95211 2104074 140763 289480 445070 261443 231845 1368601 1476205989 3947819540 0.88850 0.89100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 140,763. 2017 AMOUNT: $ 289,480. 2018 AMOUNT: $ 445,070. 2019 AMOUNT: $ 261,443. 2020 AMOUNT: $ 231,845. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 336544 0 1 1806 338350 0 PART II-B, LINE 1: SUPPORT OF THE MEDICAL CENTER'S OFFICE OF GOVERNMENT RELATIONS, AND PRORATA PORTION OF DUES PAID TO STATE AND LOCAL 501(C)(6) ORGANIZATIONS THAT REPRESENTS LOBBYING ON BEHALF OF ITS MEMBERS. THE ORGANIZATION HAS A GOVERNMENT RELATIONS OFFICE. EMPLOYEES OF THE FILING ORGANIZATION (AND RELATED ORGANIZATION) IN THAT OFFICE WILL SOMETIMES MAKE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY. THE OFFICE OF GOVERNMENT RELATIONS WAS ACTIVELY INVOLVED WITH SEVERAL FEDERAL AND STATE ISSUES. THE OFFICE ASSISTED IN DEVELOPING POLITICAL ADVOCACY STRATEGIES REGARDING: CENTER FOR MEDICARE AND MEDICAID (CMS) MEDICAID REGULATIONS, THE PRESIDENT'S FY22 BUDGET REQUEST FOCUSING ON THE MEDICAID DISPROPORTIONATE SHARE PROGRAM, SURPRISE BILLING, DRUG PRICING, PROPOSED 340B PROGRAM CHANGES, PROPOSED CHANGES TO THE USE OF NONHUMAN PRIMATE MODELS IN BIOMEDICAL RESEARCH, FY22 APPROPRIATIONS INCLUDING LABOR/HEALTH AND HUMAN SERVICES (HHS) BILL AND FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH (NIH), AND ADDITIONAL FUNDING FOR GRADUATE MEDICAL EDUCATION RESIDENCY SLOTS. IN ADDITION, THE OFFICE WORKED WITH THE NORTH CAROLINA CONGRESSIONAL DELEGATION ON APPROPRIATIONS RELATED TO THE DEPARTMENT OF DEFENSE THROUGH THE REAUTHORIZATION OF THE NATIONAL DEFENSE AUTHORIZATION ACT (NDAA) AS WELL AS THE DEFENSE SUBCOMMITTEE APPROPRIATIONS BILLS. THE OFFICE ALSO WORKED ON POLICIES RELATED TO TELEMEDICINE AT STATE AND FEDERAL LEVELS. THE OFFICE PARTICIPATED IN NUMEROUS CONFERENCE CALLS, WEB-EX MEETINGS AND ONE-ON-ONE CALLS WITH CONGRESSIONAL MEMBERS AND STAFFERS ON ONGOING COVID-19 MATTERS, CONCENTRATED NEAR THE BEGINNING OF THE VACCINE ROLLOUT. AT THE STATE LEVEL, THE OFFICE CONTINUED TO WORK ON VARIOUS BILLS AND BUDGET LANGUAGE THAT WERE INTRODUCED TO SEVERELY ALTER THE CURRENT CERTIFICATE OF NEED LAW. THE OFFICE ALSO WORKED EXTENSIVELY ON THE STATE BUDGET FOCUSING ON SPECIFIC NEEDS, SUCH AS STATE FUNDING FOR A NEW AUTOPSY CENTER, WHICH HAD BEEN INCLUDED IN PREVIOUS BILLS THAT WERE NOT ENACTED. THE OFFICE CONTINUED TO WORK ON MEDICAID EXPANSION, WHICH CONTINUES TO BE A STICKING POINT THROUGHOUT THE BUDGET NEGOTIATIONS. 501154228 163605551 147363799 25913561 786210017 506961544 12381262 5123015 23311593 501154228 505143113 4444120 19556385 22182074 506961544 485586506 17992056 23859294 22294743 505143113 454890306 18965580 31457259 19726639 485586506 0.66680 0.22110 0.11210 0 1 1 53965404 53965404 427114847 310108121 117006726 31686530 18535072 13151458 279416254 196123803 83292451 96601271 26121556 70479715 337895754 ENDOWMENT INVESTMENTS 830684920 F INV IN PARTNERSHIPS 8862185 F INVESTMENT IN ANNUITIES & LIFE INS CONTRACTS 6272644 F 845819749 OTHER INVESTMENTS 10348898 INVESTMENT IN SUBS 225183895 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 20565597 FUNDS HELD UNDER RETIREMENT & BENEFIT PLANS 106038412 OPERATING LEASES (LESS ACCUM DEPREC) 150785883 512922685 0 PLI RESERVE 48229180 BOND SWAP VALUATION 3951198 OTHER LIABILITIES & DEFERRALS 15468795 ANNUITIES PAYABLE 3013821 RETIREMENT 24108364 OPERATING LEASE PAYABLE 155430381 250201739 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT SCHOLARSHIPS, INSTRUCTION, RESEARCH, LIBRARIES, AND OTHER ACADEMIC/OPERATIONAL/GENERAL EXPENDITURES. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS FISCAL YEARS ENDED JUNE 30, 2021 AND 2020, 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 YEARS ENDED JUNE 30, 2021 AND 2020. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SEE PART II THE ORGANIZATION'S NONDISCRIMINATION POLICY IS PUBLISHED ON THE INTERNET AND IN ITS STUDENT HANDBOOK FOR THE SCHOOL OF MEDICINE'S MD PROGRAM, PA STUDIES, CRNA PROGRAM, DOCTOR OF NURSING PRACTICE PROGRAM, AND GRADUATE SCHOOL, IN ADMISSION BROCHURES AND OTHER MEDIA MATERIALS. SEE HTTPS://SCHOOL.WAKEHEALTH.EDU/SEARCH?Q=STUDENT+HANDBOOK; HTTPS://SCHOOL.WAKEHEALTH.EDU/EDUCATION-AND-TRAINING/STUDENT-AFFAIRS/TITLE- IX; AND HTTPS://SCHOOL.WAKEHEALTH.EDU/EDUCATION-AND-TRAINING/STUDENT-AFFAIRS/DIVERS ITY-AND-INCLUSION SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FEDERAL FINANCIAL AID THROUGH THE U.S. DEPARTMENT OF EDUCATION'S FEDERAL DIRECT LOAN PROGRAM. WFUHS DISTRIBUTED THE FEDERAL LOANS TO 690 STUDENTS IN FISCAL YEAR 2021. 0 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES SUBCONTRACT FOR RESEARCH GRANTS 418118 0 0 0 0 0 0 418118 0 418118 EUROPE (INCLUDING ICELAND & GREENLAND) SUB-CONTRACTOR: DEVELOPMENT OF RESORBABLE CALCIUM PHOSPHATE CEMENT 44312 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) SUB-CONTRACT: EARLY LIFE FACTORS, GENE-ENVIRONMENT INTERACTION AND EOSINOPHILIC ESOPHAGITIS 112679 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) SELECT & MODIFY STATISTICAL METHODS & ALGORITHMS & TEST, VALIDATE & PRODUCE RELATED SOFTWARE 166177 CHECK EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH SYSTEMS GENETICS OF ADIPOSITY TRAITS IN OUTBRED RATS 94950 CHECK 4 1 0 1 1 0 1 PART III ACCOUNTING METHOD: X X X X X X X 1 EXCALIBUR ENTERPRISES LLC 4820 BETHANIA STATION RD 101 WINSTON SALEM NC 27105 DIRECT MAIL SOLICITATION AND MARKETING 0 0 11405 -11405 ACOUSTIC (FKA IBM CORPORATION) 1 NEW ORCHARD ROAD ARMONK NY 10504 CAMPAIGN COMMUNICATIONS CONSULTING 0 0 17271 -17271 CASSELS CAYWOOD LOVE INC 300 S LIBERTY STREET WINSTON SALEM NC 27101 SOLICITATION/MARKETING MATERIALS PRODUCTION 0 0 37551 -37551 66227 -66227 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC WINTERLARK 409706 409706 32018 BCH CHEERS 101367 98867 2500 37028 1 6430 6430 1671 517503 515003 2500 70717 70717 -68217 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PURSUANT TO THE 2010 MEDICAL CENTER INTEGRATION AGREEMENT ("MCIA"), MANAGEMENT OF THE OPERATIONS OF THE FILING ORGANIZATION AND NORTH CAROLINA BAPTIST HOSPITAL WAS DELEGATED TO RELATED ORGANIZATION WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER. AS IS EXPLAINED IN MORE DETAIL IN SCHEDULE O, THE MCIA WAS AMENDED AND RESTATED IN 2020 TO INCLUDE FURTHER OVERSIGHT OF SUCH OPERATIONS BY ATRIUM HEALTH, INC. WHILE PAYMENTS FOR THE PROFESSIONAL FUNDRAISING SERVICES ARE MADE BY THE FILING ORGANIZATION, THE PROFESSIONAL FUNDRAISING CONTRACTS ARE GENERALLY ENTERED INTO BETWEEN WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AND THE PROFESSIONAL FUNDRAISER PURSUANT TO ATRIUM HEALTH WAKE FOREST BAPTIST CONTRACTING POLICIES OF GENERAL APPLICATION WITH RESPECT TO ALL OF THE MEDICAL CENTER ENTITIES, INCLUDING THE FILING ORGANIZATION. 1 DON'T EVER GIVE UP 14600 WESTON PARKWAY CARY NC 27513 475304184 501(C)(3) 25000 CANCER RESEARCH SUPPORT NORTH CAROLINA BAPTIST HOSPITAL MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 560552787 501(C)(3) 397385 CARE & CURE FUND HOPE OF WINSTON SALEM INC 355 NW CRAWFORD PLACE WINSTONSALEM NC 27105 463772491 501(C)(3) 7952 FOOD RX PROJECT PIEDMONT TRIAD PARTNERSHIP PO BOX 2672 HIGH POINT NC 27261 561750279 501(C)(3) 50000 COMMUNITY HEALTH INITIATIVE THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK ROAD MILWAUKEE WI 53226 390806261 501(C)(3) 50000 COMMUNITY HEALTH INITIATIVE NATIONAL ACADEMY OF SCIENCES 2101 CONSTITUTION AVENUE NW WASHINGTON DC 20418 530196932 501(C)(3) 15000 COMMUNITY HEALTH INITIATIVE UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION INC 1533 SOUTH MAIN STREET WINSTONSALEM NC 27127 566064850 501(C)(3) 13000 ARTISTS REACHING CHILDREN IN HOSPITALS (ARCH) PROGRAM 7 0 SCHOLARSHIPS AND FELLOWSHIPS 1512 24732839 ASSISTANCE TO PATIENTS - HOUSING & UTILITIES 3 3774 ASSISTANCE TO STUDENTS - BRING YOUR OWN DEVICE PROGRAM 332 398400 PART I, LINE 2: 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. SCHEDULE I, PART III, GRANTS & OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS THE ORGANIZATION MONITORS THE ACADEMIC PROGRESS AND OTHER ACHIEVEMENTS OF STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS. X X X X X X 1 1 0 0 0 0 0 1 0 JULIE ANN FREISCHLAG MD DIRECTOR, CEO, DEAN 1456803 0 663750 0 949478 0 412187 0 27949 0 3510167 0 905232 0 ANTHONY ATALA MD DEPARTMENT CHAIR 915352 0 79562 0 1499529 0 192519 0 28442 0 2715404 0 1120150 0 NATHAN O HATCH PHD DIRECTOR, PRES WFU 0 870516 0 300000 0 353710 0 144881 0 56346 0 1725453 0 272769 EDWARD H KINCAID MD DEPARTMENT CHAIR 1400437 0 18531 0 21532 0 21519 0 26711 0 1488730 0 0 0 KEVIN P HIGH MD PRES, HEALTH SYSTEM 747328 0 292006 0 119075 0 238046 0 21265 0 1417720 0 95467 0 KENNETH LENNON MD CLIN ADJ FACULTY 0 1231739 0 49149 0 414 0 21519 0 23236 0 1326057 0 0 JAMES W HOEKSTRA MD EVP, HLTH SYS AFFR 542063 0 71457 0 509605 0 146019 0 22560 0 1291704 0 439458 0 BRADLEY A CLARK EVP, CFO & TREAS 0 704049 0 270236 0 14340 0 213399 0 28405 0 1230429 0 13340 L ANDREW KOMAN MD DEPARTMENT CHAIR 918178 0 126720 0 59916 0 21519 0 23818 0 1150151 0 0 0 TERRY G WILLIAMS EVP, CH STRATEGY OFF 0 556354 0 199500 0 126627 0 150778 0 24360 0 1057619 0 119832 LILICIA P BAILEY SVP, CH PPL OFF (TO 9-25-20) 0 319135 0 150000 0 336265 0 68019 0 16967 0 890386 0 314043 J REID MORGAN GEN COUNSEL & SEC 0 489082 0 150000 0 20770 0 104450 0 35751 0 800053 0 0 TERRY L HALES JR ASST TREAS 426648 0 135000 0 70103 0 110199 0 27471 0 769421 0 0 0 WILLIAM D SHOWALTER SVP, CH INFO OFF 0 459702 0 58496 0 6020 0 122519 0 19236 0 665973 0 0 LISA M MARSHALL VP, CH PHIL OFF 393189 0 41553 0 4454 0 94844 0 13179 0 547219 0 0 0 JOHN D MCCONNELL MD FORMER OFF (4-26-17) 444351 0 0 0 45408 0 21519 0 22030 0 533308 0 0 0 KAREN H HUEY VP, FACILITIES 0 299071 0 30607 0 41714 0 66710 0 16044 0 454146 0 0 ROBERT J GFELLER JR FORMER OFF (12-31-18) 0 0 0 0 0 239797 0 0 0 122 0 239919 0 0 ANITA M CONRAD ASST SEC 0 190650 0 0 0 396 0 20000 0 21640 0 232686 0 0 PART I, LINE 3 THE GOVERNANCE AND COMPENSATION COMMITTEE OF THE WFUBMC BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING AND APPROVING ALL MEDICAL CENTER OFFICERS' COMPENSATION (INCLUDING THE COMPENSATION OF MOST OF THE OFFICERS OF THE FILING ORGANIZATION). THE COMMITTEE UTILIZES AN INDEPENDENT, EXTERNAL COMPENSATION CONSULTANT FIRM EXPERIENCED IN HEALTH CARE AND HIGHER EDUCATION COMPENSATION THAT BASES RECOMMENDATIONS ON COMPENSATION SURVEYS AND STUDIES TO DETERMINE THE APPROPRIATENESS OF EACH OFFICER'S COMPENSATION. THESE COMPENSATION CONSULTANTS PRESENT TOTAL COMPENSATION COMPARABILITY DATA FOR THE POSITIONS FOR WHICH COMPENSATION IS BEING DETERMINED. THE DATA IS REVIEWED BY THE GOVERNANCE AND COMPENSATION COMMITTEE OF WFUBMC'S GOVERNING BOARD AT ITS MEETING; NONE OF THE MEMBERS OF THAT COMMITTEE ARE EMPLOYEES OF THE FILING ORGANIZATION. MINUTES OF THE DELIBERATIONS OF THE COMMITTEE ARE CONTEMPORANEOUSLY RECORDED. IN THE EVENT THAT ANY MEMBER OF THE GOVERNANCE AND COMPENSATION COMMITTEE HAS A CONFLICT OF INTEREST, THAT COMMITTEE MEMBER DOES NOT PARTICIPATE IN THE DELIBERATION OR APPROVAL PROCESS, AND THEIR ABSTENTION FROM THE PROCESS IS REFLECTED IN THE MINUTES. PART I, LINES 4A-B CERTAIN EXECUTIVES PARTICIPATED IN AND/OR RECEIVED PAYMENTS FROM SUPPLEMENTAL NON QUALIFIED RETIREMENT PLANS, OR RECEIVED SEVERANCE PAYMENTS. THE DETERMINATION OF THE AMOUNT OF THE NON QUALIFIED RETIREMENT PLANS FOLLOWED THE FILING ORGANIZATION'S COMPENSATION PROCEDURES AS OUTLINED IN PART VI, SECTION B, LINE 15 OF THE FORM 990. THE FOLLOWING CURRENT OR FORMER DIRECTORS, OFFICERS & HIGHLY COMPENSATED EMPLOYEES RECEIVED SEVERANCE AND SERP PAYMENTS IN THEIR CALENDAR YEAR 2020 COMPENSATION: SEVERANCE PAYMENTS: ROBERT J. GFELLER, JR. $239,797 SERP PAYMENTS: ANTHONY ATALA, MD $1,476,472 BRADLEY A. CLARK $13,340 LILICIA BAILEY $317,482 JULIE FREISCHLAG, MD $915,849 TERRY L. HALES, JR. $67,985 KEVIN HIGH, MD $95,467 JAMES HOEKSTRA MD $484,065 KAREN H. HUEY $39,933 J. REID MORGAN $75,950 TERRY G. WILLIAMS $124,457 THE COMPENSATION OF DR. NATHAN O. HATCH INCLUDES A PAYOUT OF $272,769 WHICH WAS INCLUDED IN HIS 2020 FORM W-2 AND IS INCLUDED IN COLUMN BIII OF SCHEDULE J, PART II. THIS AMOUNT IS ALSO SHOWN IN SCHEDULE J, PART II, COLUMN F AS THE AMOUNT PREVIOUSLY REPORTED ON PRIOR YEARS' FORMS 990. DR. HATCH PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN (SERP). SCHEDULE J, PART II, COLUMN C INCLUDES THE ACTUARIAL VALUE INCREASE OF $144,881. DR. HATCH'S COMPENSATION IS PAID BY WAKE FOREST UNIVERSITY, A RELATED ORGANIZATION. PART I, LINE 7 CERTAIN OFFICERS, KEY EMPLOYEES AND FACULTY MEMBERS HAVE INCENTIVE COMPENSATION COMPONENTS CONTAINED IN THEIR EMPLOYMENT AGREEMENTS. 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. A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DNF4 2012-11-15 129019661 REFUND ISSUE DTD 10/16/2008 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DWH0 2019-03-07 45655000 VARIOUS CAPITAL PROJECTS 0 0 0 A 30945000 129019661 568 129019093 2012 1 0 1 1 B 1240000 46053368 398368 45655000 2019 0 1 1 1 B 0 1 1 1 0 0.00200 0.00000 0.00200 0 0 1 A 0 0 1 0 0 0 0 0 1 B 0 1 0 0 1 0 0 0 1 A 1 B 1 PART I, ROW B, COLUMN F: THE PURPOSE OF THE ISSUE WAS TO REFUND A 2017 TAXABLE FINANCING WHICH WAS USED TO REFUND THE WFUHS 2012C ISSUE PART I, ROW B, COLUMN E: THE SERIES 2019 ISSUE WAS ISSUED AS ONE ISSUE FOR FEDERAL TAX PURPOSES IN THE AMOUNT OF $212,563,368. THE AMOUNT OF $46,053,368 IS THE PORTION OF THE ISSUE WAKE FOREST UNIVERSITY HEALTH SCIENCES 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 BAPTIST MEDICAL CENTER ($92,690,857) PART II, LINE 11 COLUMNS A & B: THE OTHER SPENT PROCEEDS LISTED ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW PART III, COLUMN A: THE SERIES 2012B REFUNDED AN ISSUE DATED 10/16/2008, THE SOLE PURPOSE OF THE 2008 ISSUE WAS THE REFUNDING OF ISSUES DATED PRIOR TO 12/31/2002. ACCORDINGLY, THE ISSUE IS EXEMPT FROM COMPLETING PART III OF SCHEDULE K. X 1 450 FAIR MARKET VALUE X 90 FAIR MARKET VALUE X 27988 FAIR MARKET VALUE X 2 10699 FAIR MARKET VALUE X 37 1889535 FAIR MARKET VALUE X 4 25235 FAIR MARKET VALUE X 6 29250 FAIR MARKET VALUE X MEDICAL PRACTICES ASSETS 1 350387 FAIR MARKET VALUE 1 0 1 1 PART I, COLUMN (B): THE ORGANIZATION DETERMINES THE NUMBER OF CONTRIBUTIONS BY USING THE TOTAL NUMBER OF NON-CASH ITEMS RECEIVED PER DONOR BY OCCURRENCE. PART I, LINE 32B: THE FILING ORGANIZATION SOMETIMES USES A RELATED ORGANIZATION, WAKE FOREST UNIVERSITY DEVELOPMENT FOUNDATION, TO SELL GIFTS OF DONATED REAL PROPERTY. PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS FILING ORGANIZATION WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS"), IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST ("AHWFB"), A PREEMINENT ACADEMIC HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION AND INNOVATION. THE FOLLOWING PARAGRAPHS ARE PROVIDED TO EXPLAIN THE RELATIONSHIP OF THE FILING ORGANIZATION WITH OTHER ORGANIZATIONS WHICH TOGETHER COMPRISE "ATRIUM HEALTH WAKE FOREST BAPTIST," THE NAME NOT OF ANY ONE CORPORATE ENTITY, BUT USED GENERICALLY TO DESCRIBE A LARGE GROUP OF MOSTLY TAX-EXEMPT 501(C)(3) ORGANIZATIONS PERFORMING VARIOUS ACADEMIC MEDICAL CENTER ACTIVITIES IN NORTHWEST NORTH CAROLINA, INCLUDING PATIENT CARE, MEDICAL RESEARCH, TECHNOLOGY TRANSFER, AND MEDICAL EDUCATION. WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") IS A NORTH CAROLINA NONPROFIT CORPORATION WHOSE THREE MEMBERS ARE WAKE FOREST UNIVERSITY, NORTH CAROLINA BAPTIST HOSPITAL, AND ATRIUM HEALTH, INC. (EACH OF WHICH ARE NORTH CAROLINA NONPROFIT CORPORATIONS 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, 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 THE FILING ORGANIZATION (WFUHS) AND THEIR RESPECTIVE SUBSIDIARIES ARE OPERATED, PURSUANT TO DELEGATIONS IN THE MCIA, BY WFUBMC AS "ATRIUM HEALTH WAKE FOREST BAPTIST." THE FILING ORGANIZATION, IN TURN, OPERATES THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE. NOTE THAT THE FOLLOWING NARRATIVE INCLUDES IN SOME OF ITS DESCRIPTIONS THE ADDITIONAL OPERATIONS OF DAVIE MEDICAL CENTER (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER), HIGH POINT REGIONAL HEALTH (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER), LEXINGTON MEDICAL CENTER (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER), WRMC HOSPITAL OPERATING CORPORATION (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER), AND WAKE FOREST HEALTH NETWORK, LLC, THE SOLE MEMBER OF EACH OF WHICH IS WFUBMC, AS WELL AS ORGANIZATIONS RELATED (OR UNRELATED BUT AFFILIATED) TO THE FILING ORGANIZATION, IN ORDER TO PROVIDE A MORE COMPLETE PICTURE OF THE FILING ORGANIZATION'S ROLE IN THE INTEGRATED HEALTH SYSTEM'S COMPREHENSIVE ACTIVITIES. ATRIUM HEALTH WAKE FOREST BAPTIST IS NORTHWEST NORTH CAROLINA'S SOLE ACADEMIC MEDICAL CENTER, BRINGING TO THE REGION THE RESOURCES OF ONE OF AMERICA'S TOP HOSPITALS AND INNOVATIVE RESEARCH CENTERS AND A PREMIER MEDICAL SCHOOL. IT OPERATES THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS A FACULTY OF 1,382, INCLUDING PHYSICIANS AND BASIC SCIENTISTS. THE HEALTH SYSTEM HAS 1,535 ACUTE CARE AND REHABILITATION BEDS OPERATIVE ACROSS THE SYSTEM, WHICH ENCOMPASSES ITS MAIN WINSTON-SALEM CAMPUS (885 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER (351 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER (94 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER (50 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER (130 BEDS) AND ALLEGHANY HEALTH (25 BEDS). IN ADDITION TO THE FACULTY, THE "WAKE FOREST HEALTH NETWORK" IS COMPRISED OF 407 CLINICAL HEALTHCARE PROVIDERS IN 108 CLINICAL LOCATIONS THROUGHOUT NORTHWEST NORTH CAROLINA. 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. THE INNOVATION QUARTER CURRENTLY COMPRISES OVER 2 MILLION SQUARE FEET OF OFFICE, LABORATORY AND EDUCATIONAL SPACE ON ITS MORE THAN 200 ACRES. ON OCTOBER 9, 2020, THE CHARLOTTE MECKLENBURG HOSPITAL AUTHORITY ("CMHA"), WAKE FOREST UNIVERSITY, NCBH, THE FILING ORGANIZATION, AND WFUBMC FORMED A SINGLE, INTEGRATED HEALTHCARE DELIVERY SYSTEM THROUGH A JOINT OPERATING COMPANY, ATRIUM HEALTH, INC. (A NORTH CAROLINA NONPROFIT CORPORATION PREVIOUSLY ORGANIZED BY CMHA AND WFUBMC). THROUGH THIS HEALTHCARE 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. AS PART OF THE INTEGRATION, ATRIUM HEALTH ANNOUNCED $3.4 BILLION IN PLANNED INVESTMENTS FOR ATRIUM HEALTH WAKE FOREST BAPTIST AND THE COMMUNITIES IT SERVES OVER A 10-YEAR PERIOD. THOSE INVESTMENTS INCLUDE CONSTRUCTION OF A NEW CARE TOWER WITH AN UPGRADED EMERGENCY DEPARTMENT, AND ENHANCED OPERATING ROOMS AND INTENSIVE CARE UNITS ON THE MAIN CAMPUS IN WINSTON-SALEM AND A NEW EYE INSTITUTE, PLANNED FOR INNOVATION QUARTER IN DOWNTOWN WINSTON-SALEM. CONSTRUCTION ON THE ESTIMATED $450 MILLION CARE TOWER BEGAN IN APRIL 2021. A NEW CHILDREN'S OUTPATIENT CENTER, REPRESENTING AT LEAST A $30 MILLION INVESTMENT IN THE TRIAD AREA OF NORTH CAROLINA (GREENSBORO, WINSTON-SALEM, AND HIGH POINT), WILL ALSO BE CONSTRUCTED. THE CENTER WILL BE THE ONLY OUTPATIENT CENTER OF ITS KIND IN THE REGION DEDICATED TO CHILDREN, WITH 45,000 TO 50,000 SQUARE FEET OF SPACE AND PEDIATRIC PROVIDERS AND SERVICES DIRECTLY CONNECTED TO RESOURCES AT ATRIUM HEALTH WAKE FOREST BAPTIST'S BRENNER CHILDREN'S HOSPITAL. IN MARCH 2021, PLANS WERE ANNOUNCED FOR A SECOND CAMPUS OF THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE TO BE ESTABLISHED IN CHARLOTTE, BRINGING NORTH CAROLINA'S LARGEST CITY ACCESS TO A FOUR-YEAR MEDICAL SCHOOL. CONSTRUCTION OF THE CAMPUS IN CHARLOTTE WILL BEGIN IN 2022, AND THE FIRST COHORT OF FIRST-YEAR MEDICAL STUDENTS IN CHARLOTTE IS PLANNED TO START CLASSES IN 2024. RESEARCH AWARDS RECEIVED BY THE FILING ORGANIZATION (PRINCIPALLY AS THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE) DURING FISCAL YEAR 2021 TOTALED APPROXIMATELY $224.4 MILLION, INCLUDING $193.8 MILLION FROM FEDERAL SOURCES (INCLUDING THE NATIONAL INSTITUTES OF HEALTH AND THE U.S. DEPARTMENT OF DEFENSE), $28.9 MILLION FROM NONPROFIT AND STATE SOURCES, AND $1.7 MILLION FROM INDUSTRY SOURCES. NOTABLE RESEARCH GRANTS DURING THE PERIOD INCLUDED A $2.9 MILLION, FOUR-YEAR GRANT FROM THE NATIONAL INSTITUTE OF ALLERGY AND INFECTIOUS DISEASES - TO SUPPORT USE OF A PRE-CLINICAL MODEL TO DEVELOP A SAFE AND EFFECTIVE FLU VACCINE FOR INFANTS LESS THAN 6 MONTHS OLD; A $2.5 MILLION GRANT FROM THE NATIONAL CANCER INSTITUTE TO SUPPORT RESEARCH, PARTICULARLY INVOLVING AGGRESSIVE ABDOMINAL CANCERS - AT THE WAKE FOREST ORGANOID RESEARCH CENTER, A JOINT EFFORT BETWEEN THE COMPREHENSIVE CANCER CENTER AND THE WAKE FOREST INSTITUTE FOR REGENERATIVE MEDICINE - TO TAILOR PERSONALIZED THERAPY FOR PATIENTS; AND A $1.2 MILLION GRANT FROM THE U.S. HEALTH RESOURCES AND SERVICES ADMINISTRATION TO HELP IMPROVE RURAL CARDIOVASCULAR CARE IN WILKES COUNTY BY EXPANDING TELEHEALTH SERVICES THAT CONNECT THE HEALTH SYSTEM'S EMERGENCY CARE AND CARDIOVASCULAR EXPERTS VIRTUALLY AND IN REAL-TIME WITH STAFF AT WILKES EMS, WILKES COUNTY HEALTH DEPARTMENT'S PUBLIC HEALTH COMMUNITY CLINIC, AND ATRIUM HEALTH WAKE FOREST BAPTIST WLKES MEDICAL CENTER'S EMERGENCY DEPARTMENT. FORM 990, PART III, LINE 4B ATRIUM HEALTH WAKE FOREST BAPTIST ALSO ANNOUNCED KEY RESEARCH PARTNERSHIPS DURING THE FISCAL YEAR: - IN JULY 2020, ATRIUM HEALTH WAKE FOREST BAPTIST WAS NAMED LEAD INVESTIGATIVE INSTITUTION OF A NATIONWIDE COVID-19 STUDY THROUGH A $54 MILLION, TWO-YEAR CONTRACT BETWEEN VYSNOVA PARTNERS INC. AND THE U.S. CENTERS FOR DISEASE CONTROL AND PREVENTION. ATRIUM HEALTH WAKE FOREST BAPTIST IS THE LEAD INVESTIGATIVE INSTITUTION RESPONSIBLE FOR SCIENTIFIC OVERSIGHT WITH THE PROSPECTIVE STUDY, WHICH SEEKS TO ADDRESS KEY EPIDEMIOLOGICAL AND CLINICAL QUESTIONS ABOUT THE DISEASE BY UNDERTAKING A MULTISITE STUDY OF COVID-19 IN PATIENTS AND HEALTH CARE WORKERS AT PARTICIPATING HEALTH SYSTEMS IN THE SOUTHEASTERN AND MID-ATLANTIC U.S. - IN MAY 2021, RENALYTIX AI PLC, ATRIUM HEALTH, INC. AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ENTERED INTO A PROJECT TO IMPLEMENT AN ADVANCED CLINICAL CARE MODEL DESIGNED TO IMPROVE KIDNEY HEALTH AND REDUCE KIDNEY DISEASE PROGRESSION AND KIDNEY FAILURE IN HIGH-RISK POPULATIONS. AS COVID-19 VACCINES WERE BEING DEVELOPED, ATRIUM HEALTH WAKE FOREST BAPTIST CONTRIBUTED RESEARCH EXPERTISE. IN AUGUST 2020, WAKE FOREST UNIVERSITY HEALTH SCIENCES BEGAN RECRUITING HEALTHY ADULTS FOR A PHASE 3 CLINICAL STUDY SPONSORED BY MODERNA TO EVALUATE THE SAFETY AND EFFECTIVENESS OF MRNA-1273, KNOWN AS THE MODERNA VACCINE. IN SEPTEMBER 2020, ATRIUM HEALTH WAKE FOREST BAPTIST BECAME THE FIRST HEALTH SYSTEM IN THE COUNTRY TO ENROLL PATIENTS IN A PHASE 2 CLINICAL TRIAL DESIGNED TO QUICKLY DETERMINE WHETHER DRUGS ALREADY APPROVED FOR OTHER USES CAN BE REPURPOSED TO EFFECTIVELY TREAT COVID-19 IN CRITICALLY ILL PATIENTS, KNOWN AS THE INVESTIGATION OF SERIAL STUDIES TO PREDICT YOUR COVID THERAPEUTIC RESPONSE WITH BIOMARKER INTEGRATION AND ADAPTIVE LEARNING (I-SPY COVID TRIAL). THE STUDY WAS A COLLABORATION AMONG PHARMACEUTICAL INDUSTRY MEMBERS OF THE RECENTLY FORMED COVID RESEARCH AND DEVELOPMENT ALLIANCE AND OTHERS; THE QUANTUM LEAP HEALTHCARE COLLABORATIVE, A PARTNERSHIP OF MEDICAL RESEARCHERS AND INVESTORS; AND THE U.S. FOOD AND DRUG ADMINISTRATION. IN RESPONDING TO THE COMMUNITY'S NEEDS DURING THE COVID-19 PANDEMIC, ATRIUM HEALTH WAKE FOREST BAPTIST COLLABORATED WITH REGIONAL HEALTH SYSTEMS CONE HEALTH AND NOVANT HEALTH. THE COLLABORATION INCLUDED HOLDING WEEKLY PLANNING CALLS WITH PHYSICIAN LEADERS, EMERGENCY MANAGEMENT TEAMS AND NURSING LEADERS, AND LAUNCHING A JOINT MEDIA CAMPAIGN TO SLOW THE ESCALATING NUMBERS OF COVID-19 INFECTIONS. TO SUPPORT VACCINATION EFFORTS DURING THE WINTER AND SPRING OF 2020-21, ATRIUM HEALTH WAKE FOREST BAPTIST WORKED WITH THE FORSYTH COUNTY DEPARTMENT OF PUBLIC HEALTH AND NOVANT HEALTH TO PROVIDE MASS COVID-19 VACCINATION EVENTS IN FORSYTH COUNTY. ADDITIONALLY, TARGETED VACCINATION EFFORTS WERE OFFERED BY ATRIUM HEALTH WAKE FOREST BAPTIST FOR SCHOOL EMPLOYEES, CHILD CARE PROVIDERS, HEALTH CARE WORKERS, AND SENIORS OVER THE AGE OF 65 WHO WERE HOMEBOUND OR WHO RECEIVED TREATMENT AT THE HEALTH SYSTEM'S OUTPATIENT DIALYSIS CLINICS IN WINSTON-SALEM AND SURROUNDING COUNTIES. AS PART OF AN OVERALL EFFORT BY THE ATRIUM HEALTH ENTERPRISE, ATRIUM HEALTH WAKE FOREST BAPTIST PARTNERED WITH THE URBAN LEAGUE OF CENTRAL CAROLINAS AND THE WINSTON-SALEM URBAN LEAGUE TO CO-HOST VACCINATION EVENTS IN CHARLOTTE AND WINSTON-SALEM TO REACH THOSE ELIGIBLE PERSONS WHO MAY EXPERIENCE BARRIERS TO RECEIVING THE COVID-19 VACCINE, INCLUDING THOSE FROM BLACK, AFRICAN AMERICAN, HISPANIC AND LATINX COMMUNITIES. FOR THE THIRD YEAR IN A ROW, ATRIUM HEALTH WAKE FOREST BAPTIST RECEIVED HIGH HONORS FROM THE NATIONAL HUMAN RIGHTS CAMPAIGN, IN RECOGNITION OF EFFORTS MADE BY THE INSTITUTION AND ITS WORKERS TO ENSURE ALL LGBTQ PATIENTS AND THEIR FAMILIES RECEIVE INCLUSIVE CARE. ATRIUM HEALTH WAKE FOREST BAPTIST WAS AMONG 193 HOSPITALS DESIGNATED AS TOP PERFORMERS IN THE HUMAN RIGHTS CAMPAIGN'S HEALTHCARE EQUALITY INDEX FOR 2020. 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 MAIN 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 STAFFS 16 EMERGENCY DEPARTMENTS, SIX OF WHICH (NORTH CAROLINA BAPTIST HOSPITAL ADULT, NORTH CAROLINA BAPTIST HOSPITAL PEDIATRIC, AND THE ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON , WILKES , DAVIE AND HIGH POINT MEDICAL CENTERS) ARE OWNED BY ATRIUM HEALTH WAKE FOREST BAPTIST, AND THE OTHER 10 OF WHICH ARE WITHIN OTHER HEALTH SYSTEMS; SIX URGENT CARE CENTERS, WITH TWO ADDITIONAL CONVENIENCE CARE LOCATIONS, TWO ORTHOPAEDIC URGENT CARE LOCATIONS AND THE HAYWORTH CANCER CENTER URGENT CARE IN HIGH POINT; 76 PRIMARY CARE AND 279 SPECIALTY CLINICS; AND 18 OUTPATIENT DIALYSIS CENTERS AND ONE FREE-STANDING DIALYSIS ACCESS CENTER. ATRIUM HEALTH WAKE FOREST BAPTIST EMPLOYS 2,625 PHYSICIANS, 4,626 REGISTERED NURSES, AND 765 RESIDENTS AND FELLOWS. IT HAS A TOTAL STAFF OF 11,265 ON THE MAIN CAMPUS IN WINSTON-SALEM AND 21,016 WITHIN THE ATRIUM HEALTH WAKE FOREST BAPTIST SYSTEM. OVERALL IN FISCAL YEAR 2021, THE ATRIUM HEALTH WAKE FOREST BAPTIST SYSTEM HAD 78,013 INPATIENT ADMISSIONS AND OBSERVATION PATIENTS, 208,252 EMERGENCY DEPARTMENT VISITS AND 2,369,882 CLINIC VISITS (AMBULATORY VISITS AND OUTPATIENT DEPARTMENTS). NEW CLINICAL INITIATIVES INCLUDED THE COMPREHENSIVE CANCER CENTER OFFERING CHIMERIC ANTIGEN RECEPTOR (CAR) T-CELL THERAPY, A PERSONALIZED IMMUNOTHERAPY USED TO TREAT ADVANCED LYMPHOMAS; THE OPENING OF A HEMATOLOGY AND ONCOLOGY CLINIC AT ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER; THE HOSPITALIST AT HOME PROGRAM, THE FIRST OF ITS KIND IN THE PIEDMONT TRIAD REGION, THAT USES TELEHEALTH TECHNOLOGY AND IN-HOME VISITS BY ATRIUM HEALTH WAKE FOREST BAPTIST PARAMEDICS TO HELP MORE PATIENTS, WITH AND WITHOUT COVID-19, RECEIVE CARE SAFELY AT HOME, REDUCING THE LENGTH OF TIME THEY SPEND IN THE HOSPITAL; AND A NEW PERFORMING ARTS MEDICINE CLINIC, THE FIRST OF ITS KIND IN THE REGION AND ONE OF A FEW IN THE NATION, TO MEET THE CARE NEEDS OF DANCERS, MUSICIANS, VOCALISTS AND ARTISTS. ATRIUM HEALTH WAKE FOREST BAPTIST ALSO EXPANDED OPTIONS TO INCLUDE VIRTUAL, AROUND-THE-CLOCK CARE FOR UNEXPECTED, NON-LIFE-THREATENING INJURIES AND ILLNESSES, SEVEN DAYS A WEEK, FOR ADULTS AND CHILDREN OF ALL AGES, ACCESSED WITHIN THE MYWAKEHEALTH APP OR BY CALLING 844-WF-TELED (844-938-3533). IN JULY 2020, ATRIUM HEALTH WAKE FOREST BAPTIST AND ITS HEALTHTECH BUSINESS ENTERPRISE OPERATED THROUGH THE INNOVATION QUARTER, IQ HEALTHTECH LABS, LAUNCHED A DRONE DELIVERY SERVICE OPERATED BY UPS AND ITS SUBSIDIARY, UPS FLIGHT FORWARD (USPFF), AT THE MAIN CAMPUS IN WINSTON-SALEM. THE COLLABORATION PROVIDES A RAPID DELIVERY OPTION FOR TIME- AND TEMPERATURE-SENSITIVE MEDICAL SUPPLIES AS WELL AS PERSONAL PROTECTIVE EQUIPMENT TO HELP KEEP ATRIUM HEALTH WAKE FOREST BAPTIST'S HEALTH CARE PROVIDERS SAFE AND IMPROVE PATIENT OUTCOMES. THE ADVANCEMENT MARKED THE U.S. DRONE DELIVERY INDUSTRY'S FIRST HUB-AND-SPOKE OPERATING MODEL, WHICH LAUNCHES DRONES FROM ONE CENTRAL LOCATION TO MULTIPLE LOCATIONS. DURING THE FISCAL YEAR, THE AMERICAN COLLEGE OF SURGEONS VERIFIED BRENNER CHILDREN'S HOSPITAL AS A LEVEL I CHILDREN'S SURGERY CENTER AND RENEWED ITS VERIFICATION AS A LEVEL I PEDIATRIC TRAUMA CENTER, WHICH BRENNER CHILDREN'S HOSPITAL HAS HELD SINCE 2011 WHEN IT BECAME THE FIRST LEVEL I PEDIATRIC TRAUMA CENTER IN THE STATE. FORM 990, PART III, LINE 4C NOTABLE CLINICAL MILESTONES INCLUDED THE 50TH ANNIVERSARY OF THE ABDOMINAL ORGAN TRANSPLANT PROGRAM, WHICH PERFORMED 262 KIDNEY AND PANCREAS TRANSPLANTS DURING THE 2020 CALENDAR YEAR, THE HIGHEST TOTAL IN ITS HISTORY; AND THE 35TH ANNIVERSARY OF THE AIRCARE AIR AMBULANCE PROGRAM. IN OCTOBER 2020, ATRIUM HEALTH WAKE FOREST BAPTIST'S TELESTROKE NETWORK SURPASSED 10,000 PATIENTS SERVED SINCE ITS FOUNDING IN 2009. 2. OUTREACH ATRIUM HEALTH WAKE FOREST BAPTIST CONTINUES A BROAD-BASED EFFORT TO REACH UNDERSERVED POPULATIONS ACROSS ITS SERVICE AREA. THE MEDICAL CENTER'S ANNUAL COMMUNITY BENEFITS REPORT REFLECTS THIS COMMITMENT. IN FISCAL YEAR 2021 (THE MOST RECENT DATA AVAILABLE), ATRIUM HEALTH WAKE FOREST BAPTIST PROVIDED $611.2 MILLION TO SUPPORT THESE AREAS: - CHARITY CARE - COMMUNITY HEALTH OUTREACH - EDUCATION AND RESEARCH - SUBSIDIZED HEALTH COSTS - UNREIMBURSED COSTS OF GOVERNMENT PROGRAMS ONE ANCHOR OF OUTREACH FOR THE 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. ALTOGETHER, 56,968 PATIENT VISITS WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA IN FISCAL YEAR 2021, AND ANOTHER 8,681 VISITS WERE RECORDED AT WINSTON EAST PEDIATRICS, A NEARBY ATRIUM HEALTH WAKE FOREST BAPTIST CARE FACILITY SERVING THE UNINSURED AND UNDERINSURED. ATRIUM HEALTH WAKE FOREST BAPTIST'S PROGRAMS AND PARTNERSHIPS REFLECT INNOVATIVE EFFORTS, ADAPTED TO ACCOMMODATE SAFE CARE DURING THE COVID-19 PANDEMIC, TO REACH UNDERSERVED POPULATIONS. THEY INCLUDE: - REGULAR COMMUNITY-BASED HEALTH CLINICS, INCLUDING: THE WEEKLY DELIVERING EQUAL ACCESS TO CARE (DEAC) CLINIC; THE MONTHLY TRIAD FREE HEALTH CLINIC AT COMMUNITY MOSQUE IN WINSTON-SALEM; THE MONTHLY GRACE CLINIC AT NEW LIGHT MISSIONARY BAPTIST CHURCH IN WINSTON-SALEM; AND THE ANNUAL SHARE THE HEALTH FAIR AT THE DOWNTOWN HEALTH PLAZA IN WINSTON-SALEM. THESE CLINICS, SPONSORED BY PRIVATE ORGANIZATIONS AND CHURCHES WITH VOLUNTEER ASSISTANCE FROM ATRIUM HEALTH WAKE FOREST BAPTIST PHYSICIANS, NURSES, MEDICAL STUDENTS AND OTHERS, ATTRACT THOUSANDS OF PEOPLE TO SCREENINGS FOR ACUTE AND CHRONIC CONDITIONS. THE DEAC CLINIC, WHICH IS STUDENT-RUN AND PHYSICIAN-STAFFED, REOPENED AT A NEW LOCATION AT HIGHLAND AVENUE PRIMARY CARE CLINIC IN WINSTON-SALEM. IT 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. - FAITHHEALTHNC, AN INITIATIVE THAT CONNECTS THE CARING STRENGTHS OF CONGREGATIONS, THE CLINICAL EXPERTISE OF PROVIDERS AND A NETWORK OF COMMUNITY RESOURCES TO EASE THOSE ON THE JOURNEY TO HEALTH AND HEALING, STRENGTHENING COMMUNITIES IN THE PROCESS. 3. EDUCATIONAL MISSION AND ACCOMPLISHMENTS THE CONSTITUENT ORGANIZATIONS OF ATRIUM HEALTH WAKE FOREST BAPTIST OPERATE A BROAD RANGE OF EDUCATIONAL PROGRAMS, GRADUATING SKILLED PRACTITIONERS. ATRIUM HEALTH WAKE FOREST BAPTIST ATTRACTS SOME OF THE WORLD'S MOST COMPETITIVE MEDICAL STUDENTS, RESIDENTS AND FELLOWS, AS WELL AS STUDENTS IN CLINICAL PASTORAL CARE, NURSE ANESTHESIA AND OTHER AREAS. IN AUGUST 2020, WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE WELCOMED ONE OF ITS LARGEST CLASSES OF MD STUDENTS IN ITS HISTORY. IT INCLUDED 145 MD STUDENTS, WITH 79 MEN AND 66 WOMEN CHOSEN FROM 9,248 APPLICANTS. IN NATIONAL RANKINGS ISSUED BY U.S. NEWS & WORLD REPORT, WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE'S PHYSICIAN ASSISTANT PROGRAM REMAINED NO. 7 AND THE NURSE ANESTHESIA PROGRAM REMAINED NO. 10. NEW ACADEMIC INITIATIVES INCLUDED ESTABLISHING A DEPARTMENT OF ACADEMIC NURSING TO INCLUDE NURSE ANESTHESIA AND THE NEW DOCTOR OF NURSING PRACTICE PROGRAM; AND PARTNERING WITH DAVIDSON-DAVIE COMMUNITY COLLEGE TO ADDRESS THE REGION'S NURSING SHORTAGE BY LAUNCHING THE STATE'S FIRST REGISTERED NURSE APPRENTICESHIP PROGRAM TO BE APPROVED BY THE N.C. DEPARTMENT OF LABOR, WITH THE FIRST GROUP OF APPRENTICE NURSING STUDENTS SPLITTING TIME BETWEEN THE ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE AND LEXINGTON MEDICAL CENTERS. FOR FISCAL YEAR 2020 (THE MOST RECENT DATA AVAILABLE), ATRIUM HEALTH WAKE FOREST BAPTIST INVESTED $119.7 MILLION IN EDUCATION FOR TOMORROW'S HEALTH CARE AND BIOMEDICAL LEADERS AND IN RESEARCH FUNDING NOT COVERED BY OUTSIDE SOURCES. SUCH INVESTMENTS SUPPORT THE TRAINING OF HUNDREDS OF STUDENTS. IN FISCAL YEAR 2021, THOSE INCLUDED 573 MD STUDENTS, 765 PHYSICIAN RESIDENTS AND FELLOWS, 372 GRADUATE STUDENTS, 174 PHYSICIAN ASSISTANT STUDENTS, 47 NURSE ANESTHESIA STUDENTS, 17 DOCTOR OF NURSING PRACTICE STUDENTS AND 20 PASTORAL CARE CHAPLAIN RESIDENTS, FELLOWS AND INTERNS. IN ADDITION, 106 STUDENTS WERE ENROLLED IN THE VIRGINIA TECH-WAKE FOREST UNIVERSITY SCHOOL OF BIOMEDICAL ENGINEERING AND SCIENCES, WITH 59 OF THOSE ON THE WAKE FOREST CAMPUS. THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, OFFERED MORE THAN 2,400 CONTINUING PROFESSIONAL DEVELOPMENT ACTIVITIES FOR PRACTICING HEALTH CARE PROFESSIONALS THAT DREW 42,299 PARTICIPANTS FROM THROUGHOUT THE REGION. FORM 990, PART VI, SECTION A, LINE 2 THE FILING ORGANIZATION'S OFFICERS, BRADLEY A. CLARK AND TERRY G. WILLIAMS, HAD A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF THE FILING ORGANIZATION ("WFUHS"), WAKE FOREST UNIVERSITY ("THE UNIVERSITY"), NORTH CAROLINA BAPTIST HOSPITAL ("NCBH," AN ENTITY UNRELATED TO THE UNIVERSITY AND WFUHS), AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") APPROVED A MEDICAL CENTER INTEGRATION AGREEMENT ("MCIA") WHEREBY AN INTEGRATED ACADEMIC MEDICAL CENTER (COLLECTIVELY, "THE MEDICAL CENTER") WAS CREATED THAT COMBINED CLINICAL CARE, MEDICAL EDUCATION AND RESEARCH ACTIVITIES CONDUCTED BY THOSE PARTIES AND THEIR RESPECTIVE SUBSIDIARY ENTITIES, UNDER THE DELEGATED OPERATIONAL MANAGEMENT AND OVERSIGHT OF WFUBMC (ITSELF A NORTH CAROLINA NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS WERE THEN THE UNIVERSITY AND NCBH). EFFECTIVE ON OCTOBER 9, 2020 AND PURSUANT TO A HEALTH SYSTEM INTEGRATION AGREEMENT AMONG THE UNIVERSITY, WFUBMC, 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 THE UNIVERSITY DESIGNATES SIX, NCBH DESIGNATES SIX, ATRIUM DESIGNATES THREE, AND THE WFUBMC BOARD ELECTS TWO; AND THE MEDICAL CENTER (INCLUDING WFUHS AND THE SCHOOL OF MEDICINE) WAS ESTABLISHED AS THE ACADEMIC CORE OF THE ENTERPRISE RESPONSIBLE FOR ITS ACADEMIC AND RESEARCH ACTIVITIES. UNDER THIS ARRANGEMENT, EACH ENTERPRISE PARTICIPANT (AND ITS AFFILIATES) MAINTAINS ITS SEPARATE LEGAL EXISTENCE AND CONTINUES TO OWN ITS ASSETS AND RETAIN ALL POWER, AUTHORITIES, RIGHTS AND REMEDIES NECESSARY OR APPROPRIATE TO ALLOW IT TO COMPLY WITH ITS PRE-EXISTING DEBT INSTRUMENTS. WFUBMC AND CMHA DELEGATED AUTHORITY TO ATRIUM TO MANAGE AND OVERSEE THEIR ACTIVITIES AND OPERATIONS, SUBJECT TO THE AUTHORITY OF THE UNIVERSITY, WFUHS, AND WFUBMC OVER ACADEMIC AND RESEARCH MATTERS, THE EXERCISE OF CERTAIN RESERVED POWERS, AND THE CARRYING OUT OF CERTAIN RESPONSIBILITIES BY THE WFUBMC BOARD AND THE CMHA BOARD OF COMMISSIONERS. THE RESERVED POWERS OF EACH ENTERPRISE PARTICIPANT INCLUDE THE POWER TO APPROVE A CHANGE IN ITS FUNDAMENTAL BUSINESS OR MISSION AND, SUBJECT TO THE ATRIUM BOARD'S APPROVAL, TO DEVELOP ITS STRATEGIC PLANS (WHICH WILL BE GENERALLY CONSISTENT WITH THOSE OF THE ENTIRE ENTERPRISE) AND ITS CAPITAL AND OPERATING BUDGETS. THE SCHOOL OF MEDICINE CONTINUES AS AN ACADEMIC UNIT OWNED AND OPERATED BY THE UNIVERSITY THROUGH WFUHS. THE EXECUTIVE VICE PRESIDENT FOR HEALTH AFFAIRS IS AN OFFICER OF THE UNIVERSITY, AND CONCURRENTLY HOLDS APPOINTMENTS AS THE CHIEF EXECUTIVE OFFICER AND THE CHIEF ACADEMIC OFFICER ("CAO") OF WFUBMC AND THE ENTERPRISE. THE CAO REPORTS EXCLUSIVELY TO THE UNIVERSITY PRESIDENT ON SCHOOL OF MEDICINE-RELATED ACADEMIC MATTERS AND THE PRESIDENT MUST CONSENT TO THE APPOINTMENT OF THE DEAN OF THE SCHOOL OF MEDICINE BY THE CAO. THE UNIVERSITY, GENERALLY THROUGH THE SCHOOL OF MEDICINE, CONTINUES TO BE RESPONSIBLE FOR, AND HAVE THE AUTHORITY REGARDING, ALL ACADEMIC FUNCTIONS OF THE SCHOOL OF MEDICINE. AS SUCH, THE UNIVERSITY CONTINUES TO HOLD AND EXERCISE, AT MINIMUM, THE DEGREE OF ACADEMIC AND ACADEMICALLY-RELATED ADMINISTRATIVE AUTHORITY OVER WFUBMC, THE SCHOOL OF MEDICINE, AND WFUHS THAT THE UNIVERSITY EXERCISED PRIOR TO THE CREATION OF THE ENTERPRISE. IN ADDITION TO FORMING A UNIFIED HEALTH SYSTEM, A SECOND CAMPUS OF THE SCHOOL OF MEDICINE WILL BE ESTABLISHED IN CHARLOTTE, WHICH WILL BE AFFILIATED WITH ATRIUM AND IS SCHEDULED TO OPEN TO FIRST-YEAR M.D. STUDENTS IN COMING YEARS. THE ADDITION OF THE SECOND CAMPUS IS EXPECTED TO APPROXIMATELY DOUBLE THE ENROLLMENT OF THE SCHOOL OF MEDICINE. FORM 990, PART VI, SECTION A, LINE 4 EFFECTIVE ON OCTOBER 9, 2020 AND PURSUANT TO A HEALTH SYSTEM INTEGRATION TRANSACTION AMONG WAKE FOREST UNIVERSITY, WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER, THE FILING ORGANIZATION, NORTH CAROLINA BAPTIST HOSPITAL, 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), A SINGLE, INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "ENTERPRISE") WAS CREATED, TO BE 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. IN CONNECTION WITH THIS TRANSACTION, SEVERAL SIGNIFICANT CHANGES WERE MADE TO THE FILING ORGANIZATION'S GOVERNING DOCUMENTS. RESTATED ARTICLES OF INCORPORATION OF THE FILING ORGANIZATION WERE ADOPTED AND FILED WITH THE NORTH CAROLINA SECRETARY OF STATE EFFECTIVE OCTOBER 9, 2020. SIGNIFICANT CHANGES REFLECTED IN THE MODIFIED ARTICLES ARE: THE RECITATION OF THE INTERNAL REVENUE CODE SECTION 501(C)(3) EXEMPT PURPOSES OF THE FILING ORGANIZATION WAS MODIFIED TO INCLUDE (IN ADDITION TO THE FILING ORGANIZATION'S ROLE AS AN ORGANIZATION OPERATING EXCLUSIVELY FOR THE BENEFIT OF ITS PARENT AND SOLE MEMBER, WAKE FOREST UNIVERSITY, AND ITS ENGAGEMENT IN HEALTHCARE RELATED ACTIVITIES AND OPERATION OF A SCHOOL OF MEDICINE) THE CONDUCT OF ITS OPERATIONS NOT JUST AS A PART OF THE INTEGRATED HEALTH SYSTEM OF WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER, BUT ALSO "WITHIN A LARGER, UNIFIED ENTERPRISE COMPRISING AN INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM WITH ANCILLARY ACTIVITIES MANAGED AND OVERSEEN BY ATRIUM HEALTH, INC.; AND THE ADDITION OF ATRIUM HEALTH, INC. AS A SECOND ENTITY (IN ADDITION TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER) TO WHICH CERTAIN POWERS TO OPERATE THE FILING ORGANIZATION HAVE BEEN DELEGATED BY THE FILING ORGANIZATION. THE FILING ORGANIZATION'S BYLAWS WERE ALSO AMENDED AND RESTATED EFFECTIVE OCTOBER 9, 2020 TO: DESCRIBE THE FILING ORGANIZATION'S RELATIONSHIP WITH WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AND ATRIUM HEALTH, INC. BY REFERENCE TO THE SEVERAL AGREEMENTS EXECUTED BY THE PARTIES TO THE HEALTH SYSTEM INTEGRATION TRANSACTION; DESCRIBE THE ROLE OF AND LIMITATIONS UPON WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WITH RESPECT TO ITS MANAGEMENT, COORDINATION, AND INTEGRATION OF THE CLINICAL, RESEARCH AND ACADEMIC ACTIVITIES OF THE MEDICAL CENTER WITHIN THE LARGER ENTERPRISE, ITS MANAGEMENT AND OPERATION OF ITS AFFILIATED ENTITIES AS A FULLY INTEGRATED ACADEMIC MEDICAL CENTER, AND ITS ACTIVITIES AS THE ACADEMIC CORE OF THE ENTERPRISE - ALL WITHOUT RESTRICTING THE POWER AND AUTHORITY HELD BY THE FILING ORGANIZATION OR ITS PARENT AND SOLE MEMBER, WAKE FOREST UNIVERSITY AS PROVIDED IN THE VARIOUS TRANSACTION AGREEMENTS; ADD ATRIUM HEALTH, INC. AS A SECOND ENTITY (IN ADDITION TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER) TO WHICH - AGAIN, SUBJECT TO POWERS OTHERWISE RETAINED BY THE FILING ORGANIZATION OR BY WAKE FOREST UNIVERSITY - CERTAIN POWERS TO OPERATE THE FILING ORGANIZATION HAVE BEEN DELEGATED BY THE FILING ORGANIZATION; MODIFICATION OF THE DESCRIPTIONS OF THE ROLES AND PROCESSES FOR APPOINTMENT OF THE FILING ORGANIZATION'S CEO AND CHIEF ACADEMIC OFFICER; IDENTIFICATION OF THE FILING ORGANIZATION BOARD'S CHAIR AND VICE CHAIR(S) AS CORPORATE OFFICERS OF THE FILING ORGANIZATION; REFERENCE TO HEALTH SYSTEM INTEGRATION TRANSACTION DOCUMENTS FOR THE PROCESSES FOR APPROVAL OF OPERATING AND CAPITAL BUDGETS AND FOR THE FILING ORGANIZATION'S FUTURE ADDITION TO THE ENTERPRISE'S CAPITAL AND DEBT STRUCTURE AS PART OF A SINGLE OBLIGATED GROUP. FORM 990, PART VI, SECTION A, LINE 6 WAKE FOREST UNIVERSITY IS THE SOLE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF THE FILING ORGANIZATION ARE ELECTED BY THE BOARD OF TRUSTEES OF ITS SOLE MEMBER, WAKE FOREST UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF THE FILING ORGANIZATION'S GOVERNING BODY WHICH REQUIRE APPROVAL BY THE ORGANIZATION'S SOLE MEMBER, WAKE FOREST UNIVERSITY, INCLUDE AMENDMENTS TO CERTAIN FUNDAMENTAL DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS); ACADEMIC APPOINTMENT OF FACULTY, GRANT OF TENURE AND DISMISSAL; AND DISSOLUTION. THE DISPOSITION OF CERTAIN REAL PROPERTY OF THE FILING ORGANIZATION IS SUBJECT TO THE APPROVAL OF THE CHAIR AND VICE CHAIR OF THE BOARD OF WFUBMC. NOTWITHSTANDING THE FILING ORGANIZATION'S PARTICIPATION IN THE HEALTH SYSTEM INTEGRATION AMONG ITS PARENT ENTITY (WAKE FOREST UNIVERSITY), WFUBMC, NCBH, AND CMHA DESCRIBED IN THE NARRATIVE RESPONSE ON SCHEDULE O TO THE EXPLANATION REGARDING PART VI, SECTION A, LINE 3, WHEREBY THE FILING ORGANIZATION BECAME A PART OF A SINGLE, INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "ENTERPRISE") MANAGED AND OVERSEEN BY ATRIUM HEALTH, INC., SIGNIFICANT AUTHORITY OVER GOVERNANCE DECISIONS REGARDING THE ACADEMIC OPERATIONS OF THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE AND ITS PROGRAMS AND FACULTY WAS RETAINED IN THE FILING ORGANIZATION AND ITS PARENT AS SUMMARIZED IN THAT NARRATIVE RESPONSE. 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 OFFICERS 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 AND IS REPORTED TO THE CHAIR OF THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE AND COMPENSATION COMMITTEE OF WFUBMC FUNCTIONS AS THE COMPENSATION COMMITTEE OF THAT ORGANIZATION'S BOARD OF DIRECTORS AND PURSUANT TO A DELEGATION BY THE FILING ORGANIZATION, REVIEWS AND APPROVES THE APPOINTMENT AND COMPENSATION OF THE SENIOR EXECUTIVES OF THE FILING ORGANIZATION. NO MEMBER OF THE WFUBMC GOVERNANCE AND COMPENSATION COMMITTEE IS AN EMPLOYEE OF WFUBMC OR OF THE FILING ORGANIZATION. THE GOVERNANCE AND COMPENSATION 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 AND FOR MOST OF THE FILING ORGANIZATION'S OFFICERS. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE GOVERNANCE AND COMPENSATION COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY-SITUATED NONPROFIT HEALTHCARE ORGANIZATIONS. THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH THE FILING ORGANIZATION'S POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO: BOARD-ESTABLISHED EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING GOVERNANCE AND COMPENSATION COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM PEER ACADEMIC MEDICAL CENTERS OF SIMILAR ORGANIZATIONAL STRUCTURE, SIZE, AND COMPLEXITY; CAREFUL DOCUMENTATION OF ALL COMPENSATION DECISIONS; AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE GOVERNANCE AND COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY MAINTAINED AND THAT COMPARABILITY DATA IS MAINTAINED IN THE MEDICAL CENTER'S OFFICE OF EXECUTIVE COMPENSATION SERVICES. IN THE EVENT THAT A MEMBER OF THE GOVERNANCE AND COMPENSATION COMMITTEE HAS A CONFLICT OF INTEREST RELATED TO EXECUTIVE APPOINTMENT OR COMPENSATION, THAT MEMBER DOES NOT PARTICIPATE IN THE DELIBERATION OR APPROVAL OF APPOINTMENT OR COMPENSATION AND SUCH ABSTENTION IS NOTED IN THE COMMITTEE'S MEETING MINUTES. (NOTE THAT THREE OF THE FILING ORGANIZATION'S OFFICERS ARE COMPENSATED BY A RELATED ORGANIZATION (WAKE FOREST UNIVERSITY) OF THE FILING ORGANIZATION, AND THEIR COMPENSATION IS REVIEWED AND APPROVED IN ACCORDANCE WITH THE RELATED ORGANIZATION'S SIMILAR PROCEDURES.) FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S BYLAWS ARE NOT PUBLISHED, BUT PROVISIONS FROM THE BYLAWS ARE INCLUDED AS NECESSARY IN THE ORGANIZATION'S POLICIES, AND ARE ATTACHED TO THE FORM 1023 FILED FOR THE ORGANIZATION WITH THE IRS, WHICH IS PUBLICLY AVAILABLE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. PART VII, SECTION A, COLUMN B - HOURS DONALD E. FLOW FILING ORG 3.0 RELATED ORG 8.0 DONNA A. BOSWELL, PHD FILING ORG 2.0 RELATED ORG 9.0 JAMES R. HELVEY, III FILING ORG 2.0 GERALD F. ROACH FILING ORG 2.0 RELATED ORG 15.0 MATTHEW A. KING FILING ORG 2.0 RELATED ORG 10.0 NATHAN O. HATCH, PHD FILING ORG 3.0 RELATED ORG 36.0 UNRELATED ORG 1.0 RICHARD A. BRENNER FILING ORG 2.0 ANN S. HANES FILING ORG 2.0 ADELAIDE A. SINK FILING ORG 2.0 RELATED ORG 4.0 ERIC EUBANK FILING ORG 2.0 RELATED ORG 4.0 H. LAWRENCE CULP, JR. FILING ORG 2.0 MATTHEW CRAWFORD FILING ORG 2.0 RELATED ORG 3.0 A. DALE JENKINS FILING ORG 2.0 CATHY WALL THOMAS, MD FILING ORG 2.0 RELATED ORG 3.0 JOHN M. VANN FILING ORG 4.0 RELATED ORG 8.0 JULIE A. FREISCHLAG, MD FILING ORG 15.7 RELATED ORG 7.6 UNRELATED ORG 16.7 J. REID MORGAN FILING ORG 8.0 RELATED ORG 29.0 UNRELATED ORG 3.0 ANITA M. CONRAD FILING ORG 12.0 RELATED ORG 27.0 UNRELATED ORG 1.0 TERRY L. HALES JR. FILING ORG 35.2 RELATED ORG 4.8 KAREN H. HUEY FILING ORG 3.8 RELATED ORG 5.0 UNRELATED ORG 31.2 TERRY G. WILLIAMS FILING ORG 3.2 RELATED ORG 5.6 UNRELATED ORG 31.2 KEVIN P. HIGH, MD FILING ORG 5.8 RELATED ORG 20.5 UNRELATED ORG 13.7 BRADLEY A. CLARK FILING ORG 6.0 RELATED ORG 6.6 UNRELATED ORG 27.4 LILICIA P. BAILEY FILING ORG 0.4 RELATED ORG 5.0 UNRELATED ORG 34.6 WILLIAM D. SHOWALTER FILING ORG 5.0 RELATED ORG 20.0 UNRELATED ORG 15.0 LISA M. MARSHALL FILING ORG 10.5 RELATED ORG 20.0 UNRELATED ORG 9.5 ANTHONY ATALA, MD FILING ORG 39.5 RELATED ORG 0.5 EDWARD KINCAID, MD FILING ORG 40.0 KENNETH LENNON, MD FILING ORG 40.0 JAMES W. HOEKSTRA, MD FILING ORG 0.0 UNRELATED ORG 40.0 JOHN D. MCCONNELL, MD FILING ORG 0.0 RELATED ORG 40.0 L. ANDREW KOMAN, MD FILING ORG 38.0 UNRELATED ORG 2.0 THE MEDICAL CENTER INTEGRATION AGREEMENT ("MCIA") WAS ORIGINALLY ENTERED INTO IN 2010 AMONG FOUR PARTIES: WAKE FOREST UNIVERSITY ("WFU"), WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS"), WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC"), AND NORTH CAROLINA BAPTIST HOSPITAL ("NCBH"). PURSUANT TO THE TERMS OF THE ORIGINAL MCIA, THE OPERATION OF WFUHS AND NCBH, AND ALL OF THE RESPECTIVE SUBSIDIARIES OF EACH, IS DELEGATED TO WFUBMC. ADDITIONALLY, THE CORPORATE OFFICERS OF WFUBMC GENERALLY SERVE AS THE CORPORATE OFFICERS OF WFUHS AND NCBH. THE MCIA WAS REVISED AND RESTATED IN 2020 TO DELEGATE OVERSIGHT AND MANAGEMENT AUTHORITY OVER WFUBMC TO ATRIUM HEALTH, INC. ("AHI"). CERTAIN DIRECTORS AND/OR CORPORATE OFFICERS OF WFUHS, NCBH, & WFUBMC ALSO SERVE AS DIRECTORS OR CORPORATE OFFICERS OF AHI. WFU AND WFUBMC ARE ORGANIZATIONS RELATED TO THE FILING ORGANIZATION. NCBH AND AHI ARE ORGANIZATIONS UNRELATED TO THE FILING ORGANIZATION. THUS, CERTAIN DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION DEVOTE HOURS TO RELATED ORGANIZATIONS (WFU AND WFUBMC) AND THEIR SUBSIDIARIES AND UNRELATED ORGANIZATIONS (NCBH AND AHI) AND THEIR SUBSIDIARIES AS SHOWN IN THE BREAKDOWN OF HOURS ABOVE. FORM 990, PART XI, LINE 9: EQUITY METHOD AFFILIATES 89,616,059. ACTUARIAL GAIN 2,152,139. 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