WAKE FOREST UNIVERSITY HEALTH SCIENCES: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WAKE FOREST UNIVERSITY HEALTH SCIENCES (EIN 22-3849199)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202001969349302380
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T10:47:49-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223849199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE FOREST UNIVERSITY HEALTH SCIENCES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAKE | BusinessNameControlTxt |
| Phone | 3367164445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BLVD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY A CLARK | PersonNm |
| Person Title | EVP-CFO | PersonTitleTxt |
| Phone | 3367164445 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 152.11.92.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 10:36:57 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92F11F32722E8792293CAF8DF02A44B038BF976A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JULIE ANN FREISCHLAG MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BLVD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,058,096,256 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WAKEHEALTH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | IMPROVING THE HEALTH OF OUR REGION, STATE, AND NATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 2333 | TotalEmployeeCnt |
| Total Volunteers | 1807 | TotalVolunteersCnt |
| Total Gross UBI | $368,633 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $97,662 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $214,021,298 | PYContributionsGrantsAmt |
| CY Contributions Grants | $227,062,586 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $700,691,488 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $794,461,601 | CYProgramServiceRevenueAmt |
| PY Investment Income | $34,804,264 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,981,320 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,914,338 | PYOtherRevenueAmt |
| CY Other Revenue | $3,414,027 | CYOtherRevenueAmt |
| PY Total Revenue | $960,431,388 | PYTotalRevenueAmt |
| CY Total Revenue | $1,047,919,534 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $53,164,111 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,811,252 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $641,974,905 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $755,012,997 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $63,839 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $53,455 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,105,760 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $280,768,625 | PYOtherExpensesAmt |
| CY Other Expenses | $262,942,192 | CYOtherExpensesAmt |
| PY Total Expenses | $975,971,480 | PYTotalExpensesAmt |
| CY Total Expenses | $1,075,819,896 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$15,540,092 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$27,900,362 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,417,037,950 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,435,646,931 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $854,923,264 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $871,479,427 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $562,114,686 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $564,167,504 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR CONTINUATIONTHE ORGANIZATION IS PART OF WAKE FOREST BAPTIST HEALTH, 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. OUR MISSION IS TO IMPROVE THE HEALTH OF OUR REGION, STATE AND NATION BY: GENERATING AND TRANSLATING KNOWLEDGE TO PREVENT, DIAGNOSE AND TREAT DISEASE; TRAINING LEADERS IN HEALTH CARE AND BIOMEDICAL SCIENCE; AND SERVING AS THE PREMIER HEALTH SYSTEM IN OUR REGION, WITH SPECIFIC CENTERS OF EXCELLENCE RECOGNIZED AS NATIONAL AND INTERNATIONAL CARE DESTINATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $169,696,599 | ExpenseAmt |
| Grant | $35,237,991 | GrantAmt |
| Desc | 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 (833 GRANTS). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $764,884,690 | ExpenseAmt |
| Grant | $142,163 | GrantAmt |
| Revenue | $739,173,171 | RevenueAmt |
| Desc | PATIENT CARE AND MEDICAL EXPENSES IN PROVIDING SERVICES TO 1,657,376 PATIENT ENCOUNTERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $108,816,772 | ExpenseAmt |
| Grant | $22,431,098 | GrantAmt |
| Revenue | $55,308,427 | RevenueAmt |
| Desc | PROFESSIONAL EDUCATION: INSTRUCTION OF 2,070 MEDICAL, GRADUATE, PHYSICIAN ASSISTANT, CRNA, AND BIOMEDICAL ENGINEERING STUDENTS. SCHOLARSHIPS AND AID PROVIDED TO 1,381 STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,043,398,061 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1255 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2333 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH DOLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367164445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BLVD | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DONALD E FLOW | |||||||||
| CHAIR OF BOARD | 4.00 | 20.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA A BOSWELL PHD | |||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R HELVEY III | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES J MARINO | |||||||||
| VICE CHAIR | 3.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES T WILLIAMS JR | |||||||||
| DIRECTOR (TO 9/3/18) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD F ROACH | |||||||||
| DIRECTOR | 2.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |||
| CURTIS C FARMER | |||||||||
| DIRECTOR | 2.00 | 5.60 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW A KING | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN O HATCH PHD | |||||||||
| DIRECTOR & PRESIDENT - WFU | 3.00 | 37.00 | Yes (X) | $0 | $1,987,864 | $387,831 | Yes (X) | ||
| RICHARD A BRENNER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN S HANES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID W DUPREE | |||||||||
| DIRECTOR | 2.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA F EDWARDS | |||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| GRAHAM F BENNETT | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| J ANDREWS HANCOCK III | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRENDA K CLINE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE ANN FREISCHLAG MD | |||||||||
| DIRECTOR, CEO & DEAN | 16.20 | 23.80 | Yes (X) | $1,742,589 | $0 | $353,250 | Yes (X) | ||
| MICHAEL F MAHONEY | |||||||||
| DIRECTOR | 2.00 | 3.60 | Yes (X) | $0 | $0 | $0 | |||
| CATHY WALL THOMAS MD | |||||||||
| DIRECTOR | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ADELAIDE A SINK | |||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M VANN | |||||||||
| DIRECTOR | 2.00 | 9.60 | Yes (X) | $0 | $0 | $0 | |||
| JANICE K STORY | |||||||||
| DIRECTOR | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| J REID MORGAN | |||||||||
| SECRETARY & GENERAL COUNSE | 8.00 | 32.00 | $0 | $560,012 | $187,816 | Yes (X) | |||
| ANITA M CONRAD | |||||||||
| ASSISTANT SECRETARY | 12.00 | 28.00 | $0 | $194,592 | $39,096 | Yes (X) | |||
| TERRY L HALES JR | |||||||||
| ASSISTANT TREASURER | 33.80 | 6.20 | $579,911 | $0 | $68,917 | Yes (X) | |||
| KAREN H HUEY | |||||||||
| VP FACILITIES | 8.40 | 31.60 | $0 | $411,116 | $63,534 | Yes (X) | |||
| TERRY G WILLIAMS | |||||||||
| EVP, CH STRATEGY OFR | 3.50 | 36.50 | $0 | $748,349 | $177,574 | Yes (X) | |||
| KEVIN P HIGH MD | |||||||||
| PRESIDENT, HEALTH SYSTEM | 6.70 | 33.30 | $828,234 | $0 | $219,300 | Yes (X) | |||
| ROBERT J GFELLER JR | |||||||||
| EVP EXT REL, CH MKT OFF (TO 12-31-18) | 5.00 | 35.00 | $0 | $661,825 | $147,557 | Yes (X) | |||
| BRADLEY A CLARK | |||||||||
| EVP, CFO & TREASURER | 5.00 | 35.00 | $0 | $775,777 | $178,754 | Yes (X) | |||
| LILICIA P BAILEY | |||||||||
| SVP & CH PEOPLE OFF | 2.40 | 37.60 | $0 | $627,760 | $135,492 | Yes (X) | |||
| WILLIAM D SHOWALTER | |||||||||
| SVP, CH INFO OFF | 5.00 | 35.00 | $0 | $557,872 | $118,125 | Yes (X) | |||
| LISA M MARSHALL | |||||||||
| VP, CH PHIL OFF (FROM 6-12-19) | 10.50 | 29.50 | $412,166 | $0 | $83,268 | Yes (X) | |||
| JOHN WILSON MD | |||||||||
| PROFESSOR - NEUROSURGERY | 40.00 | 0.00 | $1,062,876 | $0 | $48,238 | Yes (X) | |||
| ANTHONY ATALA MD | |||||||||
| DEPARTMENT CHAIR | 39.50 | 0.50 | $1,174,698 | $0 | $181,785 | Yes (X) | |||
| EDWARD KINCAID MD | |||||||||
| DEPARTMENT CHAIR | 40.00 | 0.00 | $1,437,244 | $0 | $48,390 | Yes (X) | |||
| STEPHEN TATTER MD PHD | |||||||||
| PROFESSOR - NEUROSURGERY | 40.00 | 0.00 | $1,065,248 | $0 | $48,390 | Yes (X) | |||
| CHARLES BRANCH JR MD | |||||||||
| DEPARTMENT CHAIR | 38.00 | 2.00 | $1,205,979 | $0 | $44,477 | Yes (X) | |||
| JOHN D MCCONNELL MD | |||||||||
| FORMER OFFICER (4-26-17) | 0.00 | 40.00 | $5,552,781 | $0 | $44,771 | Yes (X) | |||
| ERIC TOMLINSON DSC PHD | |||||||||
| FORMER OFFICER (3-1-18) | 0.00 | 0.00 | $663,211 | $0 | $25,376 | Yes (X) | |||
| JOANNE C RUHLAND | |||||||||
| FORMER OFFICER (7-22-13) | 15.00 | 25.00 | $0 | $379,367 | $42,863 | Yes (X) | |||
| RUSSELL M HOWERTON MD | |||||||||
| FORMER OFFICER (7-23-13) | 14.20 | 25.80 | $780,890 | $0 | $79,235 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $16,505,827 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,904,534 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,724,039 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1249 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NTHRIVE REVENUE SYSTEMS LLC | |||||
| 200 NORTH POINT CENTER EAST SUITE | ALPHARETTA | GA | 30022 | CODING, BILLING & COLLECTION SRVS. | $45,354,182 |
| MEDDATA INC | |||||
| 6880 W SNOWVILLE ROAD | BRECKSVILLE | OH | 44141 | CODING & BILLING SRVS. | $4,266,843 |
| CASSIDY TURLEY FIDUCIARY INC | |||||
| 550 S TRYON STREET | CHARLOTTE | NC | 28202 | REAL ESTATE CONSULT. | $4,115,960 |
| FISHER SCIENTIFIC COMPANY | |||||
| 5823 NEWTON DRIVE | CARLSBAD | CA | 92008 | LABORATORY PRODUCTS AND SUPPLIES | $4,026,306 |
| PREMIER HEALTHCARE SOLUTIONS INC | |||||
| 1034 BALLANTYNE CORPORATE PLACE | CHARLOTTE | NC | 28277 | HEALTHCARE CONSULTING SERVICES | $3,311,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 276 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $449,976 | FundraisingAmt |
| Related Organizations | $645,008 | RelatedOrganizationsAmt |
| Government Grants | $175,722,239 | GovernmentGrantsAmt |
| All Other Contributions | $50,245,363 | AllOtherContributionsAmt |
| Noncash Contributions | $1,847,165 | NoncashContributionsAmt |
| Total Contributions | $227,062,586 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICAL SERVICES | 621110 | $739,153,174 | $739,153,174 |
| TUITION AND FEES | 611710 | $55,308,427 | $55,308,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $794,461,601 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,931,617 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$425,471 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,357,088 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $502,115 | TotalRevenueColumnAmt |
| Exclusion | $502,115 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,828,890 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,828,890 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,828,890 | TotalRevenueColumnAmt |
| Exclusion | $1,828,890 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $50,276 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,000,573 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$10,000,573 | SecuritiesAmt |
| Other | $50,276 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,950,297 | TotalRevenueColumnAmt |
| Exclusion | -$9,950,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $309,233 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $449,976 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $176,149 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $133,084 | TotalRevenueColumnAmt |
| Exclusion | $133,084 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ADMIN & OTHER | 611710 | $814,101 | $19,997 | $794,104 | |
| PARKING | 621990 | $135,837 | $135,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $949,938 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,047,919,534 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $794,481,598 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $368,633 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,006,717 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,739,595 | TotalAmt |
| Program Services | $34,739,595 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,431,098 | TotalAmt |
| Program Services | $22,431,098 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,559 | TotalAmt |
| Program Services | $640,559 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,253,429 | TotalAmt |
| Program Services | $16,001,501 | ProgramServicesAmt |
| Management And General | $170,661 | ManagementAndGeneralAmt |
| Fundraising | $81,267 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,223,259 | TotalAmt |
| Program Services | $596,826,799 | ProgramServicesAmt |
| Management And General | $6,365,344 | ManagementAndGeneralAmt |
| Fundraising | $3,031,116 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,150,044 | TotalAmt |
| Program Services | $32,636,219 | ProgramServicesAmt |
| Management And General | $348,075 | ManagementAndGeneralAmt |
| Fundraising | $165,750 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,074,655 | TotalAmt |
| Program Services | $65,327,932 | ProgramServicesAmt |
| Management And General | $1,434,232 | ManagementAndGeneralAmt |
| Fundraising | $312,491 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,311,610 | TotalAmt |
| Program Services | $31,810,780 | ProgramServicesAmt |
| Management And General | $339,272 | ManagementAndGeneralAmt |
| Fundraising | $161,558 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,161,342 | TotalAmt |
| Program Services | $3,203,898 | ProgramServicesAmt |
| Management And General | $2,957,444 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,015 | TotalAmt |
| Program Services | $378,881 | ProgramServicesAmt |
| Management And General | $140,134 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,540 | TotalAmt |
| Program Services | $243,540 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,455 | TotalAmt |
| Fundraising | $53,455 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,982,890 | TotalAmt |
| Program Services | $4,905,656 | ProgramServicesAmt |
| Management And General | $52,320 | ManagementAndGeneralAmt |
| Fundraising | $24,914 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,979,153 | TotalAmt |
| Program Services | $34,100,102 | ProgramServicesAmt |
| Management And General | $6,875,097 | ManagementAndGeneralAmt |
| Fundraising | $3,954 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,719 | TotalAmt |
| Program Services | $304,377 | ProgramServicesAmt |
| Management And General | $62,342 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,309,254 | TotalAmt |
| Program Services | $9,047,403 | ProgramServicesAmt |
| Management And General | $2,261,851 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,666,575 | TotalAmt |
| Program Services | $4,533,260 | ProgramServicesAmt |
| Management And General | $1,133,315 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,071 | TotalAmt |
| Program Services | $261,071 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,369,930 | TotalAmt |
| Program Services | $51,885,893 | ProgramServicesAmt |
| Management And General | $2,252,658 | ManagementAndGeneralAmt |
| Fundraising | $231,379 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,883,632 | TotalAmt |
| Program Services | $8,700,626 | ProgramServicesAmt |
| Management And General | $168,827 | ManagementAndGeneralAmt |
| Fundraising | $14,179 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,976,113 | TotalAmt |
| Program Services | $5,644,439 | ProgramServicesAmt |
| Management And General | $305,977 | ManagementAndGeneralAmt |
| Fundraising | $25,697 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,895,659 | TotalAmt |
| Program Services | $7,298,747 | ProgramServicesAmt |
| Management And General | $596,912 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,638,163 | TotalAmt |
| Program Services | $33,868,318 | ProgramServicesAmt |
| Management And General | $2,769,845 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,304,817 | TotalAmt |
| Program Services | $8,295,694 | ProgramServicesAmt |
| Management And General | $9,123 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $45,419,550 | $45,247,285 | $172,265 |
| BAD DEBT | $25,064,388 | $25,064,388 | |
| INCOME TAX | -$99,619 | -$99,619 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,075,819,896 | TotalAmt |
| Program Services | $1,043,398,061 | ProgramServicesAmt |
| Management And General | $28,316,075 | ManagementAndGeneralAmt |
| Fundraising | $4,105,760 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,231,940 | BOYAmt |
| EOY | $10,121,066 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,057,429 | BOYAmt |
| EOY | $53,320,855 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,450,921 | BOYAmt |
| EOY | $227,440,842 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,911 | BOYAmt |
| EOY | $918,988 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,621 | BOYAmt |
| EOY | $1,732,771 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,551,975 | BOYAmt |
| EOY | $6,748,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $840,614,058 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $484,396,492 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,942,160 | BOYAmt |
| EOY | $356,217,566 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,090,017 | BOYAmt |
| EOY | $4,070,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,409,992 | BOYAmt |
| EOY | $553,758,257 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,370,754 | BOYAmt |
| EOY | $10,961,009 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,555,278 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,050,230 | BOYAmt |
| EOY | $208,801,953 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,417,037,950 | BOYAmt |
| EOY | $1,435,646,931 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $460,125,347 | BOYAmt |
| EOY | $488,024,471 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,952,144 | BOYAmt |
| EOY | $78,761,109 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,863,322 | BOYAmt |
| EOY | $146,573,528 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,297,110 | BOYAmt |
| EOY | $48,748,455 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $7,449,528 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,685,341 | BOYAmt |
| EOY | $101,922,336 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $854,923,264 | BOYAmt |
| EOY | $871,479,427 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,411,774 | BOYAmt |
| EOY | $324,930,280 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,324,036 | BOYAmt |
| EOY | $58,870,665 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,378,876 | BOYAmt |
| EOY | $180,366,559 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,114,686 | BOYAmt |
| EOY | $564,167,504 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,417,037,950 | BOYAmt |
| EOY | $1,435,646,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$27,900,362 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,069,366 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $27,883,814 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,972,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,172,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,062,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,021,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $227,062,586 | CurrentTaxYearAmt |
| Total | $1,065,291,087 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $218,972,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,172,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,062,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $214,021,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $227,062,586 | CurrentTaxYearAmt |
| Total | $1,065,291,087 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,065,291,087 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,628,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,743,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,437,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,786,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,707,999 | CurrentTaxYearAmt |
| Total | $109,303,217 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $710,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $790,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,772,660 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $3,273,220 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $328,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,763 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $289,480 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $445,070 | CurrentTaxYearAmt |
| Total | $1,424,892 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,179,292,416 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,451,982,638 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2014 AMOUNT: $ 328,662. 2015 AMOUNT: $ 220,917. 2016 AMOUNT: $ 140,763. 2017 AMOUNT: $ 289,480. 2018 AMOUNT: $ 445,070. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $243,540 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $243,540 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | SUPPORT OF GOVT. RELATIONS OFFICE AND PRORATA PORTION OF DUES PAID TO STATE AND LOCAL 501(C)(6) ORGANIZATIONS THAT REPRESENTS LOBBYING ON BEHALF OF ITS MEMBERS. THE MEDICAL CENTER'S OFFICE OF GOVERNMENT RELATIONS WAS ACTIVELY INVOLVED WITH SEVERAL FEDERAL AND STATE ISSUES. THE OFFICE ASSISTED IN DEVELOPING POLITICAL ADVOCACY STRATEGIES REGARDING: SURPRISE BILLING; DRUG PRICING AND PRICE TRANSPARENCY; FUNDING EXTENSIONS FOR THE NATIONAL HEALTH SERVICE CORPS (STUDENT LOANS) AND COMMUNITY HEALTH CENTERS; INCREASED RESIDENCY SLOTS REGARDING OPIOID EPIDEMIC; PREPARATION AND SUBMISSION OF COMMENT LETTER REGARDING DELAYING CHANGES TO PAYMENT FOR EVALUATION AND MANAGEMENT (E&M) CODES UNTIL 2021 AND OTHER DOCUMENT CHANGES; 21ST CENTURY CURES IMPLEMENTATION; PROPOSED 340B PROGRAM CHANGES; PROPOSED CHANGES TO THE USE OF NONHUMAN PRIMATE MODELS IN BIOMEDICAL RESEARCH; FY20 APPROPRIATIONS, INCLUDING LABOR/HEALTH AND HUMAN SERVICES (HHS) BILL INCLUDING FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH (NIH); DISCRETIONARY SPENDING BUDGET CAPS; EXTENSION FOR PCORI (PATIENT CENTERED OUTCOMES RESEARCH INSTITUTE FUND); PANDEMIC AND ALL-HAZARDS PREPAREDNESS AND ADVANCING INNOVATIONS ACT; MEDICAID DSH CUTS AND ADDITIONAL FUNDING FOR GRADUATE MEDICAL EDUCATION SLOTS. AT THE STATE LEVEL, THE MEDICAL CENTER'S OFFICE OF GOVERNMENT RELATIONS DEVELOPED LEGISLATIVE AND IMPLEMENTATION STRATEGY FOR FUNDING OF AN OFFICE OF MEDICAL EXAMINER'S FACILITY AT THE CLARKSON CAMPUS INCLUDING COMPOSITION OF BILL LANGUAGE AND SUMMARY, INTRODUCTION OF BILL AND INCLUSION IN THE FY2019-20 BUDGET OF $15 MILLION. VARIOUS BILLS AND BUDGET LANGUAGE WERE INTRODUCED TO SEVERELY ALTER THE CURRENT CERTIFICATE OF NEED LAW AND CHANGE THE STATE HEALTH PLAN TO A REFERENCE-BASED PRICING BENEFIT DESIGN PLAN. FUNDING FOR THE WAKE FOREST INSTITUTE OF REGENERATIVE MEDICINE AND INCREASED ACCESS TO HEALTH INSURANCE COVERAGE (MEDICAID EXPANSION)/WORK REQUIREMENTS/BUDGET NEGOTIATIONS WITH THE GOVERNOR'S OFFICE AND VARIOUS CALLS AND MEETINGS WITH LEGISLATORS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $505,143,113 | BeginningYearBalanceAmt |
| Contributions | $4,444,120 | ContributionsAmt |
| Investment Earnings Or Losses | $19,556,385 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,182,074 | GrantsOrScholarshipsAmt |
| End Year Balance | $506,961,544 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $485,586,506 | BeginningYearBalanceAmt |
| Contributions | $17,992,056 | ContributionsAmt |
| Investment Earnings Or Losses | $23,859,294 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,294,743 | GrantsOrScholarshipsAmt |
| End Year Balance | $505,143,113 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $454,890,306 | BeginningYearBalanceAmt |
| Contributions | $18,965,580 | ContributionsAmt |
| Investment Earnings Or Losses | $31,457,259 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,726,639 | GrantsOrScholarshipsAmt |
| End Year Balance | $485,586,506 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $454,412,242 | BeginningYearBalanceAmt |
| Contributions | $21,183,187 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,149,360 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,555,763 | GrantsOrScholarshipsAmt |
| End Year Balance | $454,890,306 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $434,292,937 | BeginningYearBalanceAmt |
| Contributions | $31,275,281 | ContributionsAmt |
| Investment Earnings Or Losses | $7,099,062 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,255,038 | GrantsOrScholarshipsAmt |
| End Year Balance | $454,412,242 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.58950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31180 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09870 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,780,120 | OtherCostOrOtherBasisAmt |
| Book Value | $53,780,120 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $408,930,950 | OtherCostOrOtherBasisAmt |
| Depreciation | $285,840,426 | DepreciationAmt |
| Book Value | $123,090,524 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,663,793 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,692,266 | DepreciationAmt |
| Book Value | $16,971,527 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $265,729,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $164,478,511 | DepreciationAmt |
| Book Value | $101,251,269 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,509,415 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,385,289 | DepreciationAmt |
| Book Value | $61,124,126 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $356,217,566 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ENDOWMENT INVESTMENTS | $544,845,072 | F |
| INV IN PARTNERSHIPS | $4,573,623 | F |
| INVESTMENT IN ANNUITIES & LIFE INS CONTRACTS | $4,339,562 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $553,758,257 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER INVESTMENTS | $8,808,263 |
| INVESTMENT IN SUBS | $115,861,029 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $18,283,930 |
| FUNDS HELD UNDER RETIREMENT & BENEFIT PLANS | $65,848,731 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $208,801,953 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY PAYABLE | -$189,536 |
| PLI RESERVE | $46,212,580 |
| BOND SWAP VALUATION | $4,029,956 |
| OTHER LIABILITIES & DEFERRALS | $23,404,011 |
| ANNUITIES PAYABLE | $2,654,647 |
| RETIREMENT | $25,810,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $101,922,336 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO SUPPORT SCHOLARSHIPS, INSTRUCTION, RESEARCH, LIBRARIES, ACADEMIC SUPPORT, OPERATIONAL AND OTHER GENERAL SUPPORT. |
| PART X, LINE 2: | THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS FISCAL YEARS ENDED JUNE 30, 2019 AND 2018, 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, 2019 AND 2018. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | SEE PART II WFUHS' 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 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 | WFUHS RECEIVES FEDERAL FINANCIAL AID THROUGH THE U.S. DEPARTMENT OF EDUCATION'S FEDERAL DIRECT LOAN PROGRAM. WFUHS DISTRIBUTED THE FEDERAL LOANS TO 622 STUDENTS IN FISCAL YEAR 2019. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | SUBCONTRACT FOR RESEARCH GRANTS | SpecificServicesProvidedTxt |
| Region Total Expenditures | $636,664 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $636,664 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $636,664 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SUB-CONTRACTOR: DEVELOPMENT OF RESORBABLE CALCIUM PHOSPHATE CEMENT | $167,773 | CHECK |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | RESEARCH FOR DIABETES IN YOUTH COHORT STUDY | $28,203 | CHECK |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | METABOLOMIC SIGNATURES OF CAD ASSOC. GENOTYPES | $38,931 | CHECK |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | SELECT & MODIFY STATISTICAL METHODS & ALGORITHMS & TEST, VALIDATE & PRODUCE RELATED SOFTWARE | $274,851 | CHECK |
| EUROPE (INCLUDING ICELAND & GREENLAND) | RESEARCH SYSTEMS GENETICS OF ADIPOSITY TRAITS IN OUTBRED RATS | $126,906 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 5 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| STEPSTONE STRATEGIC PARTNERS LLC | ||||||||
| 4820 BETHANIA STATION RD 101 | WINSTON SALEM | NC | 27105 | DONOR CAMPAIGN | 0 | $0 | $8,625 | -$8,625 |
| IBM CORPORATION | ||||||||
| 1 NEW ORCHARD ROAD | ARMONK | NY | 10504 | CAMPAIGN COMMUNICATIONS CONSULTING | 0 | $0 | $14,720 | -$14,720 |
| WEALTH ENGINE INC | ||||||||
| 4340 EAST WEST HIGHWAY STE 900 | BETHESDA | MD | 20814 | DONOR OUTREACH CONSULTING | 0 | $0 | $30,110 | -$30,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $53,455 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$53,455 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINTERLARK | Event1Nm |
| Gross Receipts Event1 | $485,520 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $248,400 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $237,120 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $85,530 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $47,520 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $18,180 | OtherDirectExpensesEvent1Amt |
| Event2 | BCH CHEERS | Event2Nm |
| Gross Receipts Event2 | $159,558 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $88,175 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $71,383 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $6,009 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,226 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $13,034 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $114,131 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $113,401 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $730 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,650 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $759,209 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $449,976 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $309,233 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $91,539 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $51,746 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,864 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $176,149 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $133,084 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | PURSUANT TO THE MEDICAL CENTER INTEGRATION AGREEMENT, MANAGEMENT OF WAKE FOREST UNIVERSITY HEALTH SCIENCES AND NORTH CAROLINA BAPTIST HOSPITAL WAS DELEGATED TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER. WHILE THE PROFESSIONAL FUNDRAISING PAYMENTS ARE MADE BY WAKE FOREST UNIVERSITY HEALTH SCIENCES, THE PROFESSIONAL FUNDRAISING CONTRACTS ARE BETWEEN WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AND THE PROFESSIONAL FUNDRAISER. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CATAWBA MEDICAL FOUNDATION | |||||||
| 810 FAIRGROVE CHURCH RD | HICKORY | NC | 28601 | 581680281 | 501(C)(3) | $12,813 | SUPPORTING CATAWBA COUNTY MEDICAL CENTER FACILITIES |
| SENIOR SERVICES INC | |||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 271054237 | 561085968 | 501(C)(3) | $12,500 | SUPPORTING PROGRAM PROVIDING SERVICES TO SENIOR ADULTS |
| DON'T EVER GIVE UP | |||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | 475304184 | 501(C)(3) | $25,000 | SUPPORT OF CANCER RESEARCH |
| UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS | |||||||
| 1533 S MAIN STREET | WINSTONSALEM | NC | 27127 | 566065273 | 501(C)(3) | $10,000 | SUPPORT OF ARCH PROJECT |
| GREATER WINSTON SALEM CHAMBER OF COMMERCE | |||||||
| 411 W FOURTH STREET | WINSTONSALEM | NC | 27101 | 560459820 | 501(C)(6) | $50,000 | SPONSOR OF ECONOMIC GROWTH AND DEVELOP. IN WINSTON SALEM |
| CRISIS CONTROL MINISTRY INC | |||||||
| 200 EAST 10TH STREET | WINSTONSALEM | NC | 27101 | 237348168 | 501(C)(3) | $12,150 | COMMUNITY SUPPORT |
| ALAMANCE REGIONAL CHARITABLE FOUNDATION | |||||||
| PO BOX 202 | BURLINGTON | NC | 27216 | 581681560 | 501(C)(3) | $5,000 | SUPPORTING ALAMANCE REGIONAL MEDICAL CENTER FACILITIES |
| WAKE FOREST UNIVERSITY | |||||||
| PO BOX 7201 | WINSTONSALEM | NC | 27109 | 560532138 | 501(C)(3) | $5,000 | SUPPORT OF THE BEYOND BEGINNINGS PROJECT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND FELLOWSHIPS | GrantTypeTxt |
| Recipient | 1381 | RecipientCnt |
| Cash Grant | $22,431,098 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | WFUHS FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. WFUHS 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NATHAN O HATCH PHD | ||||||||||||||
| DIRECTOR & PRESIDENT - WFU | $0 | $908,781 | $0 | $230,015 | $0 | $849,068 | $0 | $313,191 | $0 | $74,640 | $0 | $2,375,695 | $0 | $775,125 |
| JULIE ANN FREISCHLAG MD | ||||||||||||||
| DIRECTOR, CEO & DEAN | $1,198,946 | $0 | $533,149 | $0 | $10,494 | $0 | $330,402 | $0 | $22,848 | $0 | $2,095,839 | $0 | $0 | $0 |
| J REID MORGAN | ||||||||||||||
| SECRETARY & GENERAL COUNSE | $0 | $499,312 | $0 | $40,000 | $0 | $20,700 | $0 | $107,368 | $0 | $80,448 | $0 | $747,828 | $0 | $0 |
| ANITA M CONRAD | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $184,196 | $0 | $10,000 | $0 | $396 | $0 | $19,200 | $0 | $19,896 | $0 | $233,688 | $0 | $0 |
| TERRY L HALES JR | ||||||||||||||
| ASSISTANT TREASURER | $407,550 | $0 | $112,286 | $0 | $60,075 | $0 | $44,824 | $0 | $24,093 | $0 | $648,828 | $0 | $0 | $0 |
| KAREN H HUEY | ||||||||||||||
| VP FACILITIES | $0 | $309,930 | $0 | $68,879 | $0 | $32,307 | $0 | $40,131 | $0 | $23,403 | $0 | $474,650 | $0 | $0 |
| TERRY G WILLIAMS | ||||||||||||||
| EVP, CH STRATEGY OFR | $0 | $559,678 | $0 | $182,113 | $0 | $6,558 | $0 | $153,461 | $0 | $24,113 | $0 | $925,923 | $0 | $0 |
| KEVIN P HIGH MD | ||||||||||||||
| PRESIDENT, HEALTH SYSTEM | $628,644 | $0 | $177,478 | $0 | $22,112 | $0 | $199,887 | $0 | $19,413 | $0 | $1,047,534 | $0 | $0 | $0 |
| ROBERT J GFELLER JR | ||||||||||||||
| EVP EXT REL, CH MKT OFF (TO 12-31-18 | $0 | $495,090 | $0 | $163,123 | $0 | $3,612 | $0 | $129,925 | $0 | $17,632 | $0 | $809,382 | $0 | $0 |
| BRADLEY A CLARK | ||||||||||||||
| EVP, CFO & TREASURER | $0 | $591,354 | $0 | $183,583 | $0 | $840 | $0 | $155,477 | $0 | $23,277 | $0 | $954,531 | $0 | $0 |
| LILICIA P BAILEY | ||||||||||||||
| SVP & CH PEOPLE OFF | $0 | $477,031 | $0 | $126,685 | $0 | $24,044 | $0 | $123,016 | $0 | $12,476 | $0 | $763,252 | $0 | $0 |
| WILLIAM D SHOWALTER | ||||||||||||||
| SVP, CH INFO OFF | $0 | $434,774 | $0 | $115,726 | $0 | $7,372 | $0 | $101,292 | $0 | $16,833 | $0 | $675,997 | $0 | $0 |
| LISA M MARSHALL | ||||||||||||||
| VP, CH PHIL OFF (FROM 6-12-19) | $332,583 | $0 | $73,112 | $0 | $6,471 | $0 | $64,711 | $0 | $18,557 | $0 | $495,434 | $0 | $0 | $0 |
| JOHN WILSON MD | ||||||||||||||
| PROFESSOR - NEUROSURGERY | $1,043,602 | $0 | $0 | $0 | $19,274 | $0 | $23,648 | $0 | $24,590 | $0 | $1,111,114 | $0 | $0 | $0 |
| ANTHONY ATALA MD | ||||||||||||||
| DEPARTMENT CHAIR | $691,612 | $0 | $251,370 | $0 | $231,716 | $0 | $156,720 | $0 | $25,065 | $0 | $1,356,483 | $0 | $0 | $0 |
| EDWARD KINCAID MD | ||||||||||||||
| DEPARTMENT CHAIR | $1,389,936 | $0 | $28,394 | $0 | $18,914 | $0 | $23,648 | $0 | $24,742 | $0 | $1,485,634 | $0 | $0 | $0 |
| STEPHEN TATTER MD PHD | ||||||||||||||
| PROFESSOR - NEUROSURGERY | $1,045,974 | $0 | $0 | $0 | $19,274 | $0 | $23,648 | $0 | $24,742 | $0 | $1,113,638 | $0 | $0 | $0 |
| CHARLES BRANCH JR MD | ||||||||||||||
| DEPARTMENT CHAIR | $1,200,435 | $0 | $0 | $0 | $5,544 | $0 | $23,648 | $0 | $20,829 | $0 | $1,250,456 | $0 | $0 | $0 |
| JOHN D MCCONNELL MD | ||||||||||||||
| FORMER OFFICER (4-26-17) | $1,038,530 | $0 | $0 | $0 | $4,514,251 | $0 | $23,648 | $0 | $21,123 | $0 | $5,597,552 | $0 | $3,858,352 | $0 |
| ERIC TOMLINSON DSC PHD | ||||||||||||||
| FORMER OFFICER (3-1-18) | $206,119 | $0 | $124,702 | $0 | $332,390 | $0 | $17,798 | $0 | $7,578 | $0 | $688,587 | $0 | $75,900 | $0 |
| JOANNE C RUHLAND | ||||||||||||||
| FORMER OFFICER (7-22-13) | $0 | $305,894 | $0 | $0 | $0 | $73,473 | $0 | $23,648 | $0 | $19,215 | $0 | $422,230 | $0 | $1,000 |
| RUSSELL M HOWERTON MD | ||||||||||||||
| FORMER OFFICER (7-23-13) | $534,116 | $0 | $121,938 | $0 | $124,836 | $0 | $54,202 | $0 | $25,033 | $0 | $860,125 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 PARTICIPATE IN A SUPPLEMENTAL NON QUALIFIED RETIREMENT PLANS (SERP) OR RECEIVE SEVERANCE PAYMENTS AND PAYMENTS FROM THEIR SERP. 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 AND FORMER DIRECTORS, OFFICERS AND 5 HIGHEST COMPENSATED EMPLOYEES RECEIVED SEVERANCE AND SERP PAYMENTS IN THEIR CALENDAR YEAR 2018 COMPENSATION: SEVERANCE PAYMENTS: ERIC TOMLINSON, DSC, PHD 220,182 SERP PAYMENTS: ANTHONY ATALA, MD 207,672 TERRY HALES 58,815 KAREN HUEY 30,676 JOHN D. MCCONNELL, MD 4,477,272 ERIC TOMLINSON, DSC, PHD 97,550 TERRY G. WILLIAMS 4,626 THE COMPENSATION OF DR. NATHAN O. HATCH INCLUDES A PAYOUT OF $775,125 WHICH WAS INCLUDED IN HIS 2018 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 $285,691. 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| A | 521309402 | 65821DNF4 | 2012-11-15 | $129,019,661 | REFUND ISSUE DTD 10/16/2008 | 0 | 0 | 0 |
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| B | 521309402 | 65821DWH0 | 2019-03-07 | $45,655,000 | SEE PART VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $22,160,000 | $129,019,661 | $568 | $129,019,093 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $46,053,368 | $398,368 | $45,655,000 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | B | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00200 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00200 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,445 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $18,685 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 48 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,417,859 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $353,956 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $215 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 1 | $47,000 | FAIR MARKET VALUE |
| Yes (X) | GIFT CARDS | 11 | $2,355 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | SCHEDULE M, 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS | WAKE FOREST UNIVERSITY HEALTH SCIENCES IS AN INTEGRAL PART OF WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER, A PREEMINENT ACADEMIC MEDICAL CENTER AND LEARNING HEALTH SYSTEM THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE AND INNOVATION. THE FOLLOWING PARAGRAPHS ARE PROVIDED TO EXPLAIN THE RELATIONSHIP OF THE FILING ORGANIZATION WITH OTHER ORGANIZATIONS WHICH TOGETHER COMPRISE "WAKE FOREST BAPTIST HEALTH," 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 CORPORATION WHOSE TWO EQUAL MEMBERS ARE WAKE FOREST UNIVERSITY AND NORTH CAROLINA BAPTIST HOSPITAL (THEMSELVES NORTH CAROLINA NONPROFIT CORPORATIONS). BECAUSE THE VARIOUS ACTIVITIES DESCRIBED BELOW ARE NOT ALL PERFORMED BY EACH ORGANIZATION, THE NARRATIVE THAT FOLLOWS WILL INCLUDE DESCRIPTIONS OF ACTIVITIES THAT ARE PERFORMED BY THE FILING ORGANIZATION AND BY A RELATED (OR UNRELATED BUT AFFILIATED) ORGANIZATION; THEY ARE AGAIN PROVIDED TO ILLUSTRATE A COMPLETE PICTURE OF THE FILING ORGANIZATION'S ROLE IN THIS INTEGRATED ACADEMIC MEDICAL CENTER'S COMPREHENSIVE ACTIVITIES. WFUBMC 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. WFUBMC OPERATES WAKE FOREST SCHOOL OF MEDICINE, WHICH HAS A FACULTY OF 1,352, INCLUDING PHYSICIANS AND BASIC SCIENTISTS. IT ALSO OPERATES, THROUGH THE UNINCORPORATED OPERATING DIVISION KNOWN AS "WAKE FOREST BAPTIST HEALTH," A MULTI-LOCATION HEALTH SYSTEM. WAKE FOREST BAPTIST HEALTH HAS 1,535 ACUTE CARE AND REHABILITATION BEDS OPERATIVE ACROSS THE SYSTEM, WHICH ENCOMPASSES ITS MAIN CAMPUS (885 BEDS), WAKE FOREST BAPTIST HEALTH LEXINGTON MEDICAL CENTER (94 BEDS), WAKE FOREST BAPTIST HEALTH DAVIE MEDICAL CENTER (50 BEDS), WAKE FOREST BAPTIST HEALTH WILKES MEDICAL CENTER (130 BEDS), ALLEGHANY HEALTH (25 BEDS) AND WAKE FOREST BAPTIST HEALTH HIGH POINT MEDICAL CENTER (351 BEDS), WHICH JOINED THE WAKE FOREST BAPTIST HEALTH SYSTEM IN FISCAL YEAR 2019. OVERALL, WAKE FOREST BAPTIST HEALTH SERVES A 24-COUNTY REGION IN NORTHWESTERN NORTH CAROLINA AND SOUTHWESTERN VIRGINIA AND ALSO DRAWS PATIENTS FROM ACROSS THE NATION FOR SELECT SERVICES. WFUBMC IS THE DRIVING FORCE BEHIND THE ESTABLISHMENT OF WAKE FOREST 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. HOME TO MORE THAN 90 COMPANIES, FIVE LEADING ACADEMIC INSTITUTIONS, MORE THAN 3,700 WORKERS AND MORE THAN 1,400 STUDENTS AND 8,000 WORKFORCE TRAINEE PARTICIPANTS, THE INNOVATION QUARTER CURRENTLY COMPRISES MORE THAN 2 MILLION SQUARE FEET OF OFFICE, LABORATORY AND EDUCATIONAL SPACE ON ITS MORE THAN 200 DEVELOPABLE ACRES. HIGH POINT REGIONAL HEALTH OFFICIALLY BECAME PART OF THE WAKE FOREST BAPTIST HEALTH SYSTEM ON SEPT. 1, 2018, CULMINATING AN ACQUISITION AGREEMENT WITH UNC HEALTH CARE, AND WAS RENAMED WAKE FOREST BAPTIST HEALTH HIGH POINT MEDICAL CENTER. WITH MORE THAN 2,600 EMPLOYEES, INCLUDING MORE THAN 130 PHYSICIANS, WAKE FOREST BAPTIST HEALTH HIGH POINT MEDICAL CENTER SERVES MORE THAN 300,000 PATIENTS EACH YEAR, IN 41 LOCATIONS ACROSS THREE COUNTIES. IN MAY 2019, WAKE FOREST BAPTIST HEALTH SIGNED A LETTER OF INTENT WITH ADVENTHEALTH, FORMERLY KNOWN AS PARK RIDGE HEALTH. THE ENTITIES ENTERED INTO EXCLUSIVE DISCUSSIONS TO EXPAND SERVICES AT ADVENTHEALTH HENDERSONVILLE, TO PROVIDE WAKE FOREST BAPTIST PHYSICIANS TO HELP STAFF SPECIFIC SPECIALTY SERVICES AT ADVENTHEALTH HENDERSONVILLE, AND TO OFFER BOTH PATIENTS AND EMPLOYERS ACCESS TO THE CLINICAL, WELLNESS AND ACADEMIC RESOURCES OF WAKE FOREST BAPTIST HEALTH. IN JUNE 2019, WAKE FOREST BAPTIST OPENED A TWO-FLOOR, STATE-OF-THE-ART LABOR AND DELIVERY CENTER AND A LEADING-EDGE NEONATAL INTENSIVE CARE UNIT (NICU) ON ITS WINSTON-SALEM CAMPUS. THE 100,000-SQUARE-FOOT FACILITY, WHICH INCLUDES THE BIRTH CENTER AND THE DALE AND KAREN SISEL NICU, PROVIDES THE FULL RANGE OF DELIVERY OPTIONS FROM ROUTINE, TRADITIONAL BIRTHS AND CERTIFIED NURSE MIDWIFE-ASSISTED BIRTHS WITH HYDROTHERAPY TO CESAREAN AND OTHER COMPLEX BIRTHS. WITH THE OPENING OF THE BIRTH CENTER, WAKE FOREST BAPTIST RESUMED REGULAR LABOR AND DELIVERY SERVICES ON ITS WINSTON-SALEM CAMPUS FOR THE FIRST TIME IN MORE THAN 40 YEARS. THE NEW SISEL NICU FEATURES 51 ALL-PRIVATE ROOMS AND WAS PROVIDED IN PART THROUGH A PHILANTHROPIC FUNDRAISING CAMPAIGN, LED BY A $5 MILLION DONATION FROM LONGTIME WINSTON-SALEM RESIDENT KAREN SISEL. DURING THE FISCAL YEAR, TWO SIGNIFICANT PROJECTS WERE COMPLETED AT WAKE FOREST BAPTIST HEALTH DAVIE MEDICAL CENTER. IN MARCH 2019, DAVIE MEDICAL CENTER OPENED A NEW $13.3 MILLION, 10,000-SQUARE-FOOT SURGICAL WING, WHICH ADDED AN OPERATING ROOM AND A MINOR PROCEDURE ROOM TO GIVE THE HOSPITAL A TOTAL OF THREE OPERATING ROOMS AND THREE MINOR PROCEDURE ROOMS. IN DECEMBER 2018, THE ORTHOPAEDIC PRACTICE WAS EXPANDED WITH A $2.4 MILLION, 6,900-SQUARE-FOOT ADDITION ON THE FOURTH FLOOR OF DAVIE MEDICAL CENTER'S MEDICAL OFFICE BUILDING TO ACCOMMODATE A GROWING JOINT REPLACEMENT PROGRAM AND GENERAL ORTHOPAEDIC SERVICES. IN EARLY 2019, WAKE FOREST BAPTIST MEDICAL CENTER WAS RE-VERIFIED AS A LEVEL I ADULT TRAUMA CENTER - THE HIGHEST LEVEL POSSIBLE - BY THE AMERICAN COLLEGE OF SURGEONS. RESEARCH AWARDS RECEIVED BY WAKE FOREST BAPTIST MEDICAL CENTER OR WAKE FOREST SCHOOL OF MEDICINE DURING FISCAL 2019 TOTALED MORE THAN $223.4 MILLION, INCLUDING $172.2 MILLION FROM FEDERAL SOURCES, $15.2 MILLION FROM INDUSTRY SOURCES, $18.7 MILLION FROM STATE SOURCES AND $17.4 MILLION FROM OTHER SOURCES. SIGNIFICANT RESEARCH GRANTS AWARDED TO WAKE FOREST BAPTIST MEDICAL CENTER OR THE WAKE FOREST SCHOOL OF MEDICINE DURING FISCAL 2019 INCLUDED A FIVE-YEAR GRANT WORTH MORE THAN $18 MILLION FROM THE NATIONAL INSTITUTE ON AGING TO STUDY THE CONNECTIONS BETWEEN HEART HEALTH AND BRAIN HEALTH AMONG PARTICIPANTS IN THE MULTI-ETHNIC STUDY OF ATHEROSCLEROSIS (MESA); $8 MILLION AWARDED BY THE AMERICAN ASSOCIATION FOR CANCER RESEARCH TO INCLUDE WAKE FOREST BAPTIST HEALTH AMONG FOUR INSTITUTIONS COLLABORATING AS PART OF A "DREAM TEAM" OF TOP SCIENTISTS FOCUSED ON FINDING THERAPIES FOR T-CELL LYMPHOMA, A RARE CANCER OF THE BLOOD AND IMMUNE SYSTEM; $8 MILLION FROM THE NATIONAL INSTITUTES OF HEALTH (NIH) TO STUDY COGNITIVE DECLINE AND IMPAIRMENT IN OLDER ADULTS WITH TYPE 2 DIABETES WHO ARE OVERWEIGHT OR OBESE; A FIVE-YEAR NIH GRANT FOR $3.9 MILLION TO DETERMINE IF A DEEP BRAIN STIMULATION PROCEDURE USED TO TREAT PARKINSON'S PATIENTS CAN IMPROVE AGE-RELATED COGNITIVE ABILITIES AND COUNTERACT THE EFFECTS OF ALZHEIMER'S AND OTHER TYPES OF DEMENTIA; AND TWO FIVE-YEAR GRANTS, EACH WORTH APPROXIMATELY $1.5 MILLION, FROM THE NATIONAL INSTITUTE OF NEUROLOGICAL DISORDERS AND STROKE TO PARTICIPATE IN TWO NATIONWIDE CLINICAL TRIAL NETWORKS, KNOWN AS NEURONEXT AND NIH STROKENET. 1. CLINICAL SERVICES THE CLINICIANS AND RESEARCH SCIENTISTS OF WAKE FOREST BAPTIST HEALTH ARE NATIONALLY RECOGNIZED FOR CLINICAL EXCELLENCE AND INTERNATIONALLY KNOWN FOR PIONEERING RESEARCH AND CLINICAL INNOVATION. ITS CLINICAL ENTERPRISE OFFERS EXPERTISE IN MORE THAN 100 AREAS OF MEDICINE, ENCOMPASSING COMPREHENSIVE PREVENTIVE AND HIGHLY SPECIALIZED CARE FOR ALL AGES. THE MEDICAL CENTER 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. ACROSS ITS SERVICE AREA OF NORTHWEST NORTH CAROLINA AND SOUTHWEST VIRGINIA, WAKE FOREST BAPTIST HEALTH HAS 16 EMERGENCY DEPARTMENTS, INCLUDING 10 THAT ARE STAFFED BUT NOT OWNED BY WAKE FOREST BAPTIST HEALTH; FOUR URGENT CARE CENTERS; 78 PRIMARY CARE CLINICS; 268 SPECIALTY CLINICS; AND 18 OUTPATIENT DIALYSIS CENTERS. THE WAKE FOREST BAPTIST HEALTH SYSTEM EMPLOYS 2,509 PHYSICIANS, 4,778 REGISTERED NURSES, AND 903 RESIDENTS AND FELLOWS. IT HAS A TOTAL STAFF OF 15,097 ON THE MEDICAL CENTER CAMPUS IN WINSTON-SALEM AND 20,038 WITHIN THE WAKE FOREST BAPTIST HEALTH SYSTEM. OVERALL IN FY 2019, WAKE FOREST BAPTIST HEALTH HAD 76,706 INPATIENT ADMISSIONS, 229,954 EMERGENCY DEPARTMENT VISITS AND 2,246,511 CLINIC VISITS (AMBULATORY VISITS AND OUTPATIENT DEPARTMENTS). |
| PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED) | 2. OUTREACH WAKE FOREST BAPTIST HEALTH CONTINUES A BROAD-BASED EFFORT TO REACH UNDERSERVED POPULATIONS ACROSS ITS SERVICE AREA. WAKE FOREST BAPTIST HEALTH'S ANNUAL COMMUNITY BENEFITS REPORT REFLECTS THIS COMMITMENT. IN FISCAL 2019 WAKE FOREST BAPTIST HEALTH SPENT $580.7 MILLION TO SUPPORT THESE AREAS: SUBSIDIZED HEALTH COSTS COMMUNITY HEALTH OUTREACH CHARITY CARE RESEARCH EDUCATION UNREIMBURSED COSTS OF GOVERNMENT PROGRAMS ONE ANCHOR OF OUTREACH FOR WAKE FOREST BAPTIST HEALTH 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, 60,370 PATIENT VISITS WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA IN THE 2019 FISCAL YEAR, AND ANOTHER 11,141 VISITS WERE RECORDED AT WINSTON EAST PEDIATRICS, A NEARBY WAKE FOREST BAPTIST HEALTH CARE FACILITY SERVING THE UNINSURED AND UNDERINSURED. WAKE FOREST BAPTIST HEALTH'S PROGRAMS AND PARTNERSHIPS REFLECT INNOVATIVE EFFORTS TO REACH UNDERSERVED POPULATIONS. THEY INCLUDE: _ REGULAR COMMUNITY-BASED HEALTH CLINICS, INCLUDING: THE WEEKLY DELIVERING EQUAL ACCESS TO CARE (DEAC) CLINIC, WHICH MOVED INTO THE WAKE FOREST SCHOOL OF MEDICINE'S BOWMAN GRAY CENTER FOR MEDICAL EDUCATION IN DOWNTOWN WINSTON-SALEM'S INNOVATION QUARTER IN FALL 2018, 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 WAKE FOREST BAPTIST HEALTH PHYSICIANS, NURSES, MEDICAL STUDENTS AND OTHERS, ATTRACT THOUSANDS OF PEOPLE TO SCREENINGS FOR ACUTE AND CHRONIC CONDITIONS. _ THE SCHOOL OF MEDICINE'S PHYSICIAN ASSISTANT (PA) PROGRAM, WHICH IS INCREASING THE NUMBER OF PAS WORKING IN PRIMARY CARE IN NORTH CAROLINA'S RURAL APPALACHIAN COUNTIES THROUGH ITS SECOND CAMPUS AT APPALACHIAN STATE UNIVERSITY IN BOONE. _ 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. ONE EXAMPLE OF THIS WORK IS A FAITHHEALTH PROGRAM IN WHICH WORKERS KNOWN AS SUPPORTERS OF HEALTH CONNECT PATIENTS WITH RESOURCES THEY NEED AFTER A HEALTH INCIDENT OR HOSPITALIZATION. THE GOAL IS TO HELP THESE PATIENTS AVOID READMISSION, IN PARTICULAR TO THE EMERGENCY DEPARTMENT. 3. EDUCATIONAL MISSION AND ACCOMPLISHMENTS THE CONSTITUENT ORGANIZATIONS OF WAKE FOREST BAPTIST HEALTH OPERATE A BROAD RANGE OF EDUCATIONAL PROGRAMS, GRADUATING SKILLED PRACTITIONERS. IT 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. THE WAKE FOREST SCHOOL OF MEDICINE LAUNCHED A NEW POST-MASTER'S DOCTOR OF NURSING PRACTICE (DNP) PROGRAM IN FALL 2018. THE PART-TIME, TWO-YEAR DNP PROGRAM IS FOR REGISTERED NURSES WHO WANT TO BUILD ON THEIR MASTER'S DEGREE AND ADVANCE THEIR LEADERSHIP AND CLINICAL ROLES TO THE HIGHEST LEVEL OF NURSING PRACTICE. U.S. NEWS & WORLD REPORT ISSUED NATIONAL RANKINGS TO THE SCHOOL OF MEDICINE'S PHYSICIAN ASSISTANT (NO. 7) AND NURSE ANESTHESIA (NO. 10) PROGRAMS. IN THE MOST RECENT REPORTING PERIOD, FISCAL YEAR 2018, WAKE FOREST BAPTIST HEALTH INVESTED MORE THAN $82.1 MILLION IN THE EDUCATION OF TOMORROW'S HEALTH CARE AND BIOMEDICAL LEADERS AND $25.9 MILLION IN RESEARCH FUNDING NOT COVERED BY OUTSIDE SOURCES. SUCH INVESTMENTS SUPPORT THE TRAINING OF HUNDREDS OF STUDENTS. IN FISCAL 2019, THOSE INCLUDED 546 MD STUDENTS, 903 PHYSICIAN RESIDENTS AND FELLOWS, 318 GRADUATE STUDENTS, 174 PHYSICIAN ASSISTANTS, 48 NURSE ANESTHESIA STUDENTS, 23 STUDENTS IN THE NEW DOCTOR OF NURSING PRACTICE PROGRAM, 23 PASTORAL CARE CHAPLAIN RESIDENTS AND INTERNS, AND 58 STUDENTS IN THE VIRGINIA TECH WAKE FOREST UNIVERSITY SCHOOL OF BIOMEDICAL ENGINEERING AND SCIENCES. IN ADDITION, THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF WAKE FOREST SCHOOL OF MEDICINE, OFFERED MORE THAN 2,800 CONTINUING PROFESSIONAL DEVELOPMENT ACTIVITIES FOR PRACTICING HEALTH CARE PROFESSIONALS THAT DREW 48,000 PARTICIPANTS FROM THROUGHOUT THE REGION. |
| FORM 990, PART VI, SECTION A, LINE 2 | BRAD CLARK AND TERRY WILLIAMS, OFFICERS OF THE FILING ORGANIZATION, WERE BOARD MEMBERS OF MEDCOST BENEFIT SERVICES DURING FISCAL YEAR 2019. BRENDA K. CLINE, A DIRECTOR OF FILING ORGANIZATION, DISCLOSED A FAMILY RELATIONSHIP WITH ANOTHER DIRECTOR OF THE FILING ORGANIZATION - JANICE K. STORY - HER SISTER. |
| FORM 990, PART VI, SECTION A, LINE 3 | EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF FOUR NORTH CAROLINA NONPROFIT CORPORATIONS (WAKE FOREST UNIVERSITY, NORTH CAROLINA BAPTIST HOSPITAL, WAKE FOREST UNIVERSITY HEALTH SCIENCES, AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER) ENTERED INTO AN AGREEMENT (THE "MEDICAL CENTER INTEGRATION AGREEMENT OR "MCIA") UNDER WHICH THE OPERATION OF EACH OF NORTH CAROLINA BAPTIST HOSPITAL ("NCBH") AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS") WAS DELEGATED TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC"). WFUHS IS A WHOLLY-CONTROLLED SUBSIDIARY ENTITY OF WAKE FOREST UNIVERSITY ("WFU"). WFUBMC IS A MEMBERSHIP NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS ARE NCBH (WHICH ENTITY IS UNRELATED TO WFUHS AND WFU) AND WFU. THE GOAL IS CONSOLIDATION OF MANAGEMENT IN WFUBMC OF THE VARIOUS ACADEMIC MEDICAL CENTER OPERATIONS, SUBJECT TO SUBSTANTIAL RESERVED POWERS IN EACH OF THE CONSTITUENT MEMBERS' (OR IN WFUHS') BOARDS. THE MCIA WAS AMENDED AND RESTATED ON JULY 1, 2015, JULY 1, 2017, JUNE 6, 2018 AND FEBRUARY 1, 2019. |
| 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. |
| 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, COMMENT, AND QUESTIONS PRIOR TO ITS FILING. THE AUDIT AND COMPLIANCE COMMITTEE OF THE GOVERNING BOARD OF THE FILING ORGANIZATION REVIEWS IN ADDITIONAL DETAIL THE FILING ORGANIZATION'S FORM 990 WITH THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND/OR HIS DESIGNEE, WHO ANSWER QUESTIONS AND ADDRESS CONCERNS RAISED BY SUCH COMMITTEE MEMBERS OR BY OTHER FILING ORGANIZATION DIRECTORS. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL DIRECTORS 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 WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("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 THE MEDICAL CENTER 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 4.0 RELATED ORG 20.0 DONNA A. BOSWELL PHD FILING ORG 2.0 RELATED ORG 4.0 JAMES R. HELVEY III FILING ORG 2.0 JAMES J. MARINO FILING ORG 3.0 RELATED ORG 9.0 JAMES T. WILLIAMS, JR. FILING ORG 2.0 GERALD F. ROACH FILING ORG 2.0 RELATED ORG 15.0 CURTIS C. FARMER FILING ORG 2.0 RELATED ORG 5.6 MATTHEW A. KING FILING ORG 2.0 NATHAN O. HATCH PHD FILING ORG 3.0 RELATED ORG 37.0 RICHARD A. BRENNER FILING ORG 2.0 ANN S. HANES FILING ORG 2.0 DAVID W. DUPREE FILING ORG 2.0 RELATED ORG 9.0 DONNA F. EDWARDS FILING ORG 2.0 RELATED ORG 4.0 GRAHAM F. BENNETT FILING ORG 2.0 J. ANDREWS HANCOCK FILING ORG 2.0 BRENDA K. CLINE FILING ORG 2.0 MICHAEL F. MAHONEY FILING ORG 2.0 RELATED ORG 3.6 CATHY WALL THOMAS, MD FILING ORG 2.0 RELATED ORG 5.0 ADELAIDE A. SINK FILING ORG 2.0 RELATED ORG 4.0 JOHN M. VANN FILING ORG 2.0 RELATED ORG 9.6 JANICE K. STORY FILING ORG 2.0 RELATED ORG 3.0 JULIE A. FREISCHLAG, M.D. FILING ORG 16.2 RELATED ORG 7.6 UNRELATED ORG 16.2 J. REID MORGAN FILING ORG 8.0 RELATED ORG 32.0 ANITA M. CONRAD FILING ORG 12.0 RELATED ORG 28.0 TERRY L. HALES JR. FILING ORG 33.8 RELATED ORG 6.2 KAREN H. HUEY FILING ORG 8.4 RELATED ORG 5.0 UNRELATED ORG 26.6 TERRY G. WILLIAMS FILING ORG 3.5 RELATED ORG 6.0 UNRELATED ORG 30.5 KEVIN P. HIGH, MD FILING ORG 6.7 RELATED ORG 5.5 UNRELATED ORG 27.8 ROBERT GFELLER FILING ORG 5.0 RELATED ORG 15.0 UNRELATED ORG 20.0 BRADLEY A. CLARK FILING ORG 5.0 RELATED ORG 7.6 UNRELATED ORG 27.4 LILICIA P. BAILEY FILING ORG 2.4 RELATED ORG 5.0 UNRELATED ORG 32.6 WILLIAM D. SHOWALTER FILING ORG 5.0 RELATED ORG 5.0 UNRELATED ORG 30.0 LISA M. MARSHALL FILING ORG 10.5 RELATED ORG 20.0 UNRELATED ORG 9.5 JOHN WILSON, MD FILING ORG 40.0 ANTHONY ATALA, MD FILING ORG 39.5 RELATED ORG 0.5 EDWARD KINCAID, MD FILING ORG 40.0 STEVEN TATTER, MD, PHD FILING ORG 40.0 CHARLES BRANCH, JR., MD FILING ORG 38.0 UNRELATED ORG 2.0 JOHN D. MCCONNELL, MD FILING ORG 0.0 RELATED ORG 40.0 JOANNE RUHLAND FILING ORG 15.0 UNRELATED ORG 25.0 RUSSELL M. HOWERTON, MD FILING ORG 14.2 RELATED ORG 6.4 UNRELATED ORG 19.4 NORTH CAROLINA BAPTIST HOSPITAL IS AN ORGANIZATION UNRELATED TO THE FILING ORGANIZATION AND THE INFORMATION CONCERNING HOURS DEVOTED TO IT ARE NOT REQUIRED TO BE REPORTED, BUT ARE INCLUDED BECAUSE OF THE STRUCTURE OF WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER, OF WHICH THE FILING ORGANIZATION AND NORTH CAROLINA BAPTIST HOSPITAL ARE PRINCIPAL PARTS. IN GENERAL, THE CORPORATE OFFICERS OF THE MEDICAL CENTER ALSO SERVE AS THE CORPORATE OFFICERS OF NORTH CAROLINA BAPTIST HOSPITAL AND WAKE FOREST UNIVERSITY HEALTH SCIENCES. |
| FORM 990, PART XI, LINE 9: | EQUITY METHOD AFFILIATES 21,525,668. ACTUARIAL GAIN 6,358,146. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BRF-A1A LLC | |||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 203073357 | REAL ESTATE HOLDING COMPANY | NC | $549,986 | $3,174,951 | WAKE FOREST UNIV HEALTH SCIENCES |
| WFIQ HOLDINGS LLC | |||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 050549344 | REAL ESTATE HOLDING COMPANY | NC | -$2,546,894 | $80,632,879 | WAKE FOREST UNIV HEALTH SCIENCES |
| SEED STAGE ASSOCIATES LLC | |||||||||
| 200 EAST FIRST ST SUITE 101 | WINSTON SALEM | NC | 27101 | 651198831 | TECHNOLOGY TRANSFER & LICENSING OF INTELLECTUAL PROPERTY | NC | -$200 | $0 | WAKE FOREST UNIV HEALTH SCIENCES |
| BRF DECK 1 LLC | |||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 861123819 | REAL ESTATE HOLDING COMPANY | NC | -$200 | $240,558 | WAKE FOREST UNIV HEALTH SCIENCES |
| BRF-A1 LLC | |||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 861123822 | REAL ESTATE HOLDING COMPANY | NC | -$200 | $1,364,993 | WAKE FOREST UNIV HEALTH SCIENCES |
| WFIQ HOLDINGS II LLC | |||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 271917927 | REAL ESTATE HOLDING COMPANY | NC | $195,248 | $0 | WAKE FOREST UNIV HEALTH SCIENCES |
| WFIQ HOLDINGS III LLC | |||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 271918085 | REAL ESTATE HOLDING COMPANY | NC | -$200 | $3,246,355 | WAKE FOREST UNIV HEALTH SCIENCES |
| PARK IMP 1 LLC | |||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 272070963 | REAL ESTATE HOLDING COMPANY | NC | $0 | $0 | WAKE FOREST UNIV HEALTH SCIENCES |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN | |||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 900222618 | PROVIDE DIALYSIS TREATMENTS TO PATIENTS | NC | 501(C)(3) | LINE 12A, I | WAKE FOREST UNIV HEALTH SCIENCES | Yes (1) | |
| WAKE FOREST EMERGENCY PROVIDERS | |||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 561903275 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | WAKE FOREST UNIV HEALTH SCIENCES | Yes (1) | |
| WAKE FOREST INNOVATION QUARTER MANAGEMENT CO | |||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 061818498 | RESEARCH PARK DEVELOPMENT | NC | 501(C)(3) | LINE 12A, I | WAKE FOREST UNIV HEALTH SCIENCES | Yes (1) | |
| WAKE FOREST INNOVATION QUARTER DEVELOPMENT CO | |||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 562094067 | RESEARCH PARK DEVELOPMENT | NC | 501(C)(6) | WAKE FOREST UNIV HEALTH SCIENCES | Yes (1) | ||
| WAKE FOREST UNIVERSITY FOUNDATION | |||||||||||
| PO BOX 7201 | WINSTON SALEM | NC | 27109 | 562038193 | REAL ESTATE HOLDING AND MANAGEMENT | NC | 501(C)(3) | LINE 12A, I | WAKE FOREST UNIVERSITY | 0 | |
| WAKE FOREST INNOVATION QUARTER CDC | |||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 200177581 | RESEARCH PARK DEVELOPMENT | NC | 501(C)(3) | LINE 12A, I | WAKE FOREST UNIV HEALTH SCIENCES | Yes (1) | |
| WAKE FOREST UNIVERSITY | |||||||||||
| PO BOX 7201 | WINSTON SALEM | NC | 27109 | 560532138 | UNIVERSITY | NC | 501(C)(3) | LINE 2 | 0 | N/A | |
| WAKE FOREST UNIVERSITY DEVELOPMENT FOUNDATION | |||||||||||
| PO BOX 7201 | WINSTON SALEM | NC | 27109 | 562038194 | MANAGEMENT/SALE OF CHARITABLE REAL PROPERTY GIFTS | NC | 501(C)(3) | LINE 12A, I | WAKE FOREST UNIVERSITY | 0 | |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 510190238 | FACILITATE THE CARRYING OUT OF THE FUNCTIONS AND PURPOSES OF WFUHS & NCBH | NC | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| MEDICAL FND OF WFUHS & NCBH | |||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 566036688 | SUPPORTING ORGANIZATION | NC | 501(C)(3) | LINE 12A, I | 0 | N/A | |
| REYNOLDA HOUSE INC | |||||||||||
| POBOX 7287 | WINSTON SALEM | NC | 27109 | 560810676 | MUSEUM OF AMERICAN ART | NC | 501(C)(3) | LINE 7 | WAKE FOREST UNIVERSITY | 0 | |
| CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA | |||||||||||
| 575 N PATTERSON STREET | WINSTON SALEM | NC | 27101 | 463674691 | HEALTHCARE RESEARCH | NC | 501(C)(3) | LINE 7 | WAKE FOREST UNIV HEALTH SCIENCES | Yes (1) | |
| REGENMED DEVELOPMENT ORGANIZATION | |||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 202710571 | ACCELERATE DEVELOPMENT OF REGENERATIVE MEDICINE THERAPY | NC | 501(C)(3) | LINE 7 | WAKE FOREST UNIV HEALTH SCIENCES | Yes (1) | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VERGER FUND II LLC | |||||||||||||||
| 751 W FOURTH STREET STE 410 | WINSTON SALEM | NC | 27101 | 352514227 | INVESTMENT | NC | WAKE FOREST UNIVERSITY HEALTH SCIENCES | EXCLUDED | $27,007,948 | $234,512,649 | 0 | -$527,393 | 0 | 0.67260 | |
| VERGER CAPITAL FUND LLC | |||||||||||||||
| 751 W FOURTH STREET STE 410 | WINSTON SALEM | NC | 27101 | 464027021 | INVESTMENT | NC | N/A | ||||||||
| VERGER CAPITAL MANAGEMENT LLC | |||||||||||||||
| 751 W FOURTH STREET STE 410 | WINSTON SALEM | NC | 27101 | 464037343 | INVESTMENT | NC | N/A | ||||||||
| WAKE FOREST TECHNOLOGY DEVELOPMENT PROGRAM LP | |||||||||||||||
| 2520 MERIDIAN PARKWAY | DURHAM | NC | 27713 | 475437596 | INVESTMENT | NC | WAKE FOREST UNIVERSITY HEALTH SCIENCES | EXCLUDED | $19,536 | $2,307,323 | 0 | 0 | 0.99000 | ||
| WAKE FOREST AMBULATORY VTR LLC | |||||||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | 820777206 | HEALTHCARE | NC | WAKE FOREST UNIVERSITY HEALTH SCIENCES | EXCLUDED | -$1,215,664 | $4,551,592 | 0 | 0 | 0.80000 | ||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | EINEIN | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (3) | ||||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | INVESTMENT | NC | WAKE FOREST UNIVERSITY HEALTH SCIENCES | T | $258,682 | 0.81010 | 0 | ||
| NORTH DISTRICT OWNERS ASSOCIATION | ||||||||||||
| MEDICAL CENTER BLVD | WINSTON SALEM | NC | 27157 | PROPERTY OWNERS ASSOCIATION | NC | C | 0 | 471128865 | N/A | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN | ||
| N | $2,574,934 | FMV |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN | ||
| P | $20,642 | COST |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN | ||
| Q | $735,989 | COST |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN | ||
| S | $18,600,000 | FMV |
| CHILDRESS INSTITUTE OF PEDIATRIC TRAUMA | ||
| Q | $7,726 | COST |