WAKE FOREST UNIVERSITY HEALTH SCIENCES: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: WAKE FOREST UNIVERSITY HEALTH SCIENCES (EIN 22-3849199)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-05-14
IRS object ID: 201901349349304685
Schema version: 2017v2.3
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 L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-14T12:14:36-05:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-07-01	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	2019-05-14	SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	152.11.164.57	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-05-14	IPDt
IP Tm	12:03:02	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	C519E53D4DD429C18E6E355385A0C45AA59A2EAE	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	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	$960,690,074	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	20	VotingMembersGoverningBodyCnt
Voting Members Independent	18	VotingMembersIndependentCnt
Total Employee	2197	TotalEmployeeCnt
Total Volunteers	2050	TotalVolunteersCnt
Total Gross UBI	$981,175	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$5,696	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$209,062,530	PYContributionsGrantsAmt
CY Contributions Grants	$214,021,298	CYContributionsGrantsAmt
PY Program Service Revenue	$745,525,369	PYProgramServiceRevenueAmt
CY Program Service Revenue	$700,691,488	CYProgramServiceRevenueAmt
PY Investment Income	$40,734,082	PYInvestmentIncomeAmt
CY Investment Income	$34,804,264	CYInvestmentIncomeAmt
PY Other Revenue	$9,444,000	PYOtherRevenueAmt
CY Other Revenue	$10,914,338	CYOtherRevenueAmt
PY Total Revenue	$1,004,765,981	PYTotalRevenueAmt
CY Total Revenue	$960,431,388	CYTotalRevenueAmt
PY Grants And Similar Paid	$50,397,249	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$53,164,111	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$669,118,283	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$641,974,905	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$97,745	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$63,839	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,557,668	CYTotalFundraisingExpenseAmt
PY Other Expenses	$254,936,043	PYOtherExpensesAmt
CY Other Expenses	$280,768,625	CYOtherExpensesAmt
PY Total Expenses	$974,549,320	PYTotalExpensesAmt
CY Total Expenses	$975,971,480	CYTotalExpensesAmt
PY Revenues Less Expenses	$30,216,661	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$15,540,092	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,331,187,161	TotalAssetsBOYAmt
Total Assets EOY	$1,417,037,950	TotalAssetsEOYAmt
Total Liabilities BOY	$806,620,376	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$854,923,264	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$524,566,785	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$562,114,686	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE 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	$158,768,264	ExpenseAmt
Grant	$32,092,454	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 (2,288 GRANTS).	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$689,424,241	ExpenseAmt
Grant	$2,274,282	GrantAmt
Revenue	$658,273,783	RevenueAmt
Desc	PATIENT CARE AND MEDICAL EXPENSES IN PROVIDING SERVICES TO 1,028,812 PATIENT ENCOUNTERS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$93,084,579	ExpenseAmt
Grant	$18,797,375	GrantAmt
Revenue	$49,932,197	RevenueAmt
Desc	PROFESSIONAL EDUCATION: INSTRUCTION OF MORE THAN 1,800 MEDICAL, GRADUATE, PHYSICIAN ASSISTANT, CRNA AND BIOMEDICAL ENGINEERING STUDENTS. SCHOLARSHIPS AND AID PROVIDED TO 1,153 STUDENTS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$941,277,084	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	Yes (1)	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	1080	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2197	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	20	GoverningBodyVotingMembersCnt
Independent Voting Member	18	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 (44 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	21.00	Yes (X)	$0	$0	$0
DONNA A BOSWELL PHD
DIRECTOR	2.00	19.00	Yes (X)	$0	$0	$0
JAMES R HELVEY III
DIRECTOR	2.00	1.00	Yes (X)	$0	$0	$0
JAMES J MARINO
VICE CHAIR	3.00	9.00	Yes (X)	$0	$0	$0
JAMES T WILLIAMS JR
DIRECTOR	2.00	1.00	Yes (X)	$0	$0	$0
GERALD F ROACH
DIRECTOR	2.00	6.00	Yes (X)	$0	$0	$0
BOBBY R BURCHFIELD
DIRECTOR	2.00	6.00	Yes (X)	$0	$0	$0
MATTHEW A KING
DIRECTOR	2.00	6.00	Yes (X)	$0	$0	$0
NATHAN O HATCH PHD
DIRECTOR & PRESIDENT - WFU	3.00	37.00	Yes (X)	$0	$1,405,146	$480,383	Yes (X)
RICHARD A BRENNER
DIRECTOR	2.00		Yes (X)	$0	$0	$0
ANDREW J SCHINDLER
DIRECTOR	2.00	4.00	Yes (X)	$0	$0	$0
DAVID W DUPREE
DIRECTOR	2.00	9.00	Yes (X)	$0	$0	$0
DONNA F EDWARDS
DIRECTOR	2.00	3.00	Yes (X)	$0	$5,208	$0
GRAHAM F BENNETT
DIRECTOR	2.00		Yes (X)	$0	$0	$0
J ANDREWS HANCOCK III
DIRECTOR	2.00		Yes (X)	$0	$0	$0
BRENDA K CLINE
DIRECTOR	2.00		Yes (X)	$0	$0	$0
JULIE ANN FREISCHLAG MD
DIRECTOR, CEO & DEAN	15.70	24.30	Yes (X)	$992,415	$0	$208,694	Yes (X)
H LAWRENCE CULP JR
DIRECTOR	2.00	3.60	Yes (X)	$0	$0	$0
CATHY WALL THOMAS MD
DIRECTOR	2.00	4.00	Yes (X)	$0	$0	$0
ADELAIDE A SINK
DIRECTOR	2.00	5.00	Yes (X)	$0	$0	$0
J REID MORGAN
SECRETARY & GENERAL COUNSEL	8.00	32.00		$0	$528,855	$182,806	Yes (X)
ANITA M CONRAD
ASSISTANT SECRETARY	12.00	28.00		$0	$184,521	$38,363	Yes (X)
TERRY L HALES JR
ASSISTANT TREASURER	33.80	6.20		$594,630	$0	$53,599	Yes (X)
KAREN H HUEY
VP FACILITIES	11.00	29.00		$0	$398,461	$59,685	Yes (X)
ERIC TOMLINSON DSC PHD
CH INNOV OFR & PRES WFIQ TO 3/1/18	5.00	35.00		$694,716	$0	$35,598	Yes (X)
TERRY G WILLIAMS
EVP, CH STRATEGY OFR	4.40	35.60		$0	$739,261	$176,980	Yes (X)
KEVIN P HIGH MD
PRESIDENT, HEALTH SYSTEM	6.10	33.90		$752,824	$0	$169,813	Yes (X)
DEETTE M EMON
VP & CH INFO OFFICER TO 7/31/17	5.00	35.00		$0	$356,983	$28,522	Yes (X)
ROBERT J GFELLER JR
EVP EXT RELATIONS, CH MKTG	5.00	35.00		$0	$654,099	$148,104	Yes (X)
BRADLEY A CLARK
EVP, CFO & TREASURER	6.70	33.30		$0	$483,113	$170,979	Yes (X)
LILICIA BAILEY
SVP & CH PEOPLE OFFICER	2.40	37.60		$0	$601,203	$131,832	Yes (X)
WILLIAM D SHOWALTER
SR. V.P., CH INFO OFFICER FR 8/16/17	5.00	35.00		$0	$214,093	$28,128	Yes (X)
NEAL KON MD
PROFESSOR - CT SURGERY	40.00			$1,296,258	$0	$41,984		Yes (X)
ANTHONY ATALA MD
DEPARTMENT CHAIR	40.00			$1,067,380	$0	$255,776		Yes (X)
EDWARD KINCAID MD
DEPARTMENT CHAIR	40.00			$1,372,791	$0	$46,522		Yes (X)
STEPHEN TATTER MD PHD
PROFESSOR - NEUROSURGERY	40.00			$1,031,399	$0	$46,522		Yes (X)
CHARLES BRANCH JR MD
DEPARTMENT CHAIR	40.00			$1,107,147	$0	$43,762		Yes (X)
JOHN D MCCONNELL MD
FORMER OFFICER	0.00	40.00		$1,860,397	$0	$289,177			Yes (X)
EDWARD ABRAHAM MD
FORMER OFFICER	0.00	0.00		$650,802	$0	$30,994			Yes (X)
RUSSELL M HOWERTON MD
FORMER OFFICER	14.70	25.30		$809,126	$0	$54,231			Yes (X)
CHERYL LOCKE
FORMER OFFICER	0.00	0.00		$0	$485,469	$30,450			Yes (X)
NORMAN D POTTER JR
FORMER OFFICER	0.00	0.00		$530,131	$0	$9,972			Yes (X)
JOANNE C RUHLAND
FORMER OFFICER	15.00	25.00		$0	$372,403	$42,972			Yes (X)
CHAD A ECKES
FORMER OFFICER	0.00	0.00		$0	$987,032	$33,896			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$12,760,016	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$7,415,847	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,839,744	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1171	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.	$23,895,018
UNIVERSITY OF SOUTHERN CALIFORNIA
3500 SOUTH FIGUEROA ST	LOS ANGELES	CA	900898001	RESEARCH	$6,897,630
MEDDATA INC
6880 W SNOWVILLE ROAD	BRECKSVILLE	OH	44141	CODING & BILLING SRVS.	$5,779,028
EBSCO SUBSCRIPTIONS SERVICES
PO BOX 204661	DALLAS	TX	75320	SCIENTIFIC JOURNALS AND SUBSCRIPTIONS	$4,248,955
CASSIDY TURLEY FIDUCIARY INC
550 S TRYON STREET	CHARLOTTE	NC	28202	REAL ESTATE CONSULT.	$4,169,125

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	292	CntrctRcvdGreaterThan100KCnt
Fundraising	$345,987	FundraisingAmt
Government Grants	$164,983,427	GovernmentGrantsAmt
All Other Contributions	$48,691,884	AllOtherContributionsAmt
Noncash Contributions	$1,024,874	NoncashContributionsAmt
Total Contributions	$214,021,298	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEDICAL SERVICES	621110	$650,759,291	$650,759,291
TUITION AND FEES	611710	$49,932,197	$49,932,197

Field	Value	IRS element (for citing)
Total Program Service Revenue	$700,691,488	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$33,505,893	TotalRevenueColumnAmt
Unrelated Business Revenue	-$83,337	UnrelatedBusinessRevenueAmt
Exclusion	$33,589,230	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$362,369	TotalRevenueColumnAmt
Exclusion	$362,369	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,834,488	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	$1,834,488	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,834,488	TotalRevenueColumnAmt
Exclusion	$1,834,488	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,406,054	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$107,683	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,406,054	SecuritiesAmt
Other	-$107,683	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,298,371	TotalRevenueColumnAmt
Exclusion	$1,298,371	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$222,140	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$345,987	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$151,003	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$71,137	TotalRevenueColumnAmt
Exclusion	$71,137	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
ADMIN & OTHER	611710	$8,456,744	$7,514,492	$942,252
PARKING	621990	$189,600		$122,260	$67,340

Field	Value	IRS element (for citing)
Other Revenue Total	$8,646,344	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$960,431,388	TotalRevenueColumnAmt
Related Or Exempt Func Income	$708,205,980	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$981,175	UnrelatedBusinessRevenueAmt
Exclusion	$37,222,935	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$33,812,098	TotalAmt
Program Services	$33,812,098	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$18,797,375	TotalAmt
Program Services	$18,797,375	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$554,638	TotalAmt
Program Services	$554,638	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$15,033,053	TotalAmt
Program Services	$14,800,041	ProgramServicesAmt
Management And General	$157,847	ManagementAndGeneralAmt
Fundraising	$75,165	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$518,442,895	TotalAmt
Program Services	$510,407,031	ProgramServicesAmt
Management And General	$5,443,650	ManagementAndGeneralAmt
Fundraising	$2,592,214	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$30,957,806	TotalAmt
Program Services	$30,477,960	ProgramServicesAmt
Management And General	$325,057	ManagementAndGeneralAmt
Fundraising	$154,789	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$50,945,046	TotalAmt
Program Services	$50,155,398	ProgramServicesAmt
Management And General	$534,923	ManagementAndGeneralAmt
Fundraising	$254,725	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$26,596,105	TotalAmt
Program Services	$26,183,865	ProgramServicesAmt
Management And General	$279,259	ManagementAndGeneralAmt
Fundraising	$132,981	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$6,241,273	TotalAmt
Program Services	$3,245,462	ProgramServicesAmt
Management And General	$2,995,811	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$465,546	TotalAmt
Program Services	$339,849	ProgramServicesAmt
Management And General	$125,697	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$247,196	TotalAmt
Program Services	$247,196	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$63,839	TotalAmt
Fundraising	$63,839	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$4,927,477	TotalAmt
Program Services	$4,851,101	ProgramServicesAmt
Management And General	$51,739	ManagementAndGeneralAmt
Fundraising	$24,637	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$79,523,197	TotalAmt
Program Services	$68,862,873	ProgramServicesAmt
Management And General	$10,656,986	ManagementAndGeneralAmt
Fundraising	$3,338	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$424,390	TotalAmt
Program Services	$377,332	ProgramServicesAmt
Management And General	$47,058	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$13,607,925	TotalAmt
Program Services	$11,039,461	ProgramServicesAmt
Management And General	$2,568,464	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,061,485	TotalAmt
Program Services	$4,349,988	ProgramServicesAmt
Management And General	$711,497	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$245,999	TotalAmt
Program Services	$245,918	ProgramServicesAmt
Management And General	$81	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$51,554,727	TotalAmt
Program Services	$47,802,047	ProgramServicesAmt
Management And General	$3,567,418	ManagementAndGeneralAmt
Fundraising	$185,262	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$8,255,222	TotalAmt
Program Services	$8,127,266	ProgramServicesAmt
Management And General	$86,680	ManagementAndGeneralAmt
Fundraising	$41,276	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,888,451	TotalAmt
Program Services	$5,797,180	ProgramServicesAmt
Management And General	$61,829	ManagementAndGeneralAmt
Fundraising	$29,442	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$7,920,202	TotalAmt
Program Services	$7,321,435	ProgramServicesAmt
Management And General	$598,767	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$34,179,138	TotalAmt
Program Services	$31,595,195	ProgramServicesAmt
Management And General	$2,583,943	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$8,068,294	TotalAmt
Program Services	$8,034,836	ProgramServicesAmt
Management And General	$33,458	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES	$31,656,241	$31,656,241
BAD DEBT	$21,023,500	$21,023,500
MISCELLANEOUS	$1,440,962	$1,171,798	$269,164
INCOME TAX	$37,400		$37,400

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$975,971,480	TotalAmt
Program Services	$941,277,084	ProgramServicesAmt
Management And General	$31,136,728	ManagementAndGeneralAmt
Fundraising	$3,557,668	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$12,761,218	BOYAmt
EOY	$10,231,940	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$37,721,600	BOYAmt
EOY	$42,057,429	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$178,177,822	BOYAmt
EOY	$191,450,921	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$618,969	BOYAmt
EOY	$771,911	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$284,290	BOYAmt
EOY	$110,621	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$13,057,474	BOYAmt
EOY	$6,551,975	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$816,198,142	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$464,255,982	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$336,388,436	BOYAmt
EOY	$351,942,160	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$30,707,773	BOYAmt
EOY	$3,090,017	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$541,615,132	BOYAmt
EOY	$563,409,992	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$49,258,643	BOYAmt
EOY	$57,370,754	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,000,000	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$128,595,804	BOYAmt
EOY	$190,050,230	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,331,187,161	BOYAmt
EOY	$1,417,037,950	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$393,344,404	BOYAmt
EOY	$460,125,347	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$80,399,221	BOYAmt
EOY	$70,952,144	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$160,478,557	BOYAmt
EOY	$105,863,322	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$63,318,003	BOYAmt
EOY	$107,297,110	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$109,080,191	BOYAmt
EOY	$110,685,341	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$806,620,376	BOYAmt
EOY	$854,923,264	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$295,512,809	BOYAmt
EOY	$327,411,774	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$60,784,582	BOYAmt
EOY	$58,324,036	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$168,269,394	BOYAmt
EOY	$176,378,876	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$524,566,785	BOYAmt
EOY	$562,114,686	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,331,187,161	BOYAmt
EOY	$1,417,037,950	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$15,540,092	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$1,352,385	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$54,440,378	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	$201,910,285	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$218,972,568	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$196,172,105	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$209,062,530	CurrentTaxYearMinus1YearAmt
Current Tax Year	$214,021,298	CurrentTaxYearAmt
Total	$1,040,138,786	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$201,910,285	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$218,972,568	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$196,172,105	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$209,062,530	CurrentTaxYearMinus1YearAmt
Current Tax Year	$214,021,298	CurrentTaxYearAmt
Total	$1,040,138,786	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$1,040,138,786	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$243,341,362	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$13,628,024	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$11,743,578	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,437,529	CurrentTaxYearMinus1YearAmt
Current Tax Year	$35,786,087	CurrentTaxYearAmt
Total	$316,936,580	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$93,165	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$710,378	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$790,182	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,772,660	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$3,366,385	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$780,020	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$328,662	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$220,917	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$140,763	CurrentTaxYearMinus1YearAmt
Current Tax Year	$289,480	CurrentTaxYearAmt
Total	$1,759,842	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$1,362,201,593	TotalSupportAmt
Gross Receipts Rltd Activities	$3,026,454,570	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.76360	PublicSupportCY170Pct
Public Support PY170	0.76580	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 - 2013 AMOUNT: $ 780,020. 2014 AMOUNT: $ 328,662. 2015 AMOUNT: $ 220,917. 2016 AMOUNT: $ 140,763. 2017 AMOUNT: $ 289,480.	ExplanationTxt

Schedule B IRS990ScheduleB

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	$247,196	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$247,196	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	THE OFFICE OF GOVERNMENT RELATIONS WAS ACTIVELY INVOLVED WITH SEVERAL FEDERAL AND STATE ISSUES. THE OFFICE ASSISTED IN DEVELOPING POLITICAL ADVOCACY STRATEGIES REGARDING THE EVALUATION OF THE 340B PROGRAM AND SUBMITTED A COMMENT LETTER TO THE CENTER FOR MEDICARE AND MEDICAID SERVICES (CMS) REGARDING REDUCTIONS TO MEDICARE PART B 340B PAYMENTS; MEDICAID REFORM (BLOCK GRANTS) AND OTHER PROVISIONS IN THE GRAHAM CASSIDY--AFFORDABLE CARE ACT (ACA) REPEAL AND REPLACE BILL; AND VARIOUS PIECES OF LEGISLATION RELATED TO: INSURANCE MARKET STABILIZATION; RE-EVALUATION OF THE MEDICARE HOSPITAL STAR RATINGS PROGRAM; 21ST CENTURY CURES IMPLEMENTATION ISSUES; CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) REAUTHORIZATION AND FUNDING; DELAY OF THE ACA MEDICAID DISPROPORTIONATE SHARE PAYMENT REDUCTIONS; HIGHER EDUCATION ACT REAUTHORIZATION AND FINANCIAL AID SIMPLIFICATION AS IT RELATES TO MEDICAL STUDENTS; BIODEFENSE AND PREPAREDNESS REAUTHORIZATION ACT; ENDOWMENT TAX, UBIT AND OTHER PROVISIONS IN THE TAX CUTS AND JOBS ACT; MEDICARE EXTENDERS; NIH FUNDING AND OPIOID EPIDEMIC FUNDING IN THE OMNIBUS SPENDING BILL; FUNDING FOR NEW GRADUATE MEDICAL EDUCATION RESIDENCY SLOTS TO COMBAT THE OPIOID AND SUBSTANCE ABUSE EPIDEMIC; CHANGES TO THE PROVISIONS OF THE MEDICARE ACCESS AND CHIP REAUTHORIZATION ACT (MACRA); BILLS TO INCREASE PHYSICIAN RESIDENCY SLOTS BY 15,000 AT TEACHING HOSPITALS OVER THE NEXT FIVE YEARS, AND THE FY 2019 INPATIENT PROSPECTIVE PAYMENT SYSTEM (IPPS) RULE. STAFF WORKED ON THE FY2019 BUDGET; AND THE CY 2019 MEDICARE PHYSICIAN FEE SCHEDULE AND OTHER CHANGES TO MEDICARE PART B REIMBURSEMENT POLICIES AND ON MANY OF THE FY 2019 APPROPRIATIONS BILLS AND PROPOSED LEGISLATION AND REGULATIONS THAT WERE INTRODUCED, INCLUDING THOSE PROPOSED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES REGARDING THE NATIONAL INSTITUTES OF HEALTH (NIH) BUDGET, AND VETERANS AFFAIRS (VA) RESEARCH AND MEDICAL CARE FUNDING TO EASE ACCESS FOR VETERANS SEEKING HEALTH CARE FROM NON-VA PROVIDERS. AT THE STATE LEVEL, EFFORTS WERE RELATED TO FUNDING FOR THE WAKE FOREST ARMED FORCES INSTITUTE FOR REGENERATIVE MEDICINE (AFIRM); STOPPING LEGISLATION TO REPEAL THE CERTIFICATE OF NEED LAW; RESTRUCTURING OF NC MEDICAID GRADUATE MEDICAL EDUCATION FUNDING ALLOCATION AS IT RELATES TO RURAL AREAS; OFFICE OF MEDICAL EXAMINER FACILITY FUNDING; AND AMENDMENTS TO THE NC MEDICAID 1115 WAIVER BY NC DEPARTMENT OF HEALTH AND HUMAN SERVICES AND ITS IMPACT TO MEDICAID REFORM RESTRUCTURING IMPLEMENTATION.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$401,275,256	BeginningYearBalanceAmt
Contributions	$10,671,481	ContributionsAmt
Investment Earnings Or Losses	$36,510,163	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$14,163,963	GrantsOrScholarshipsAmt
End Year Balance	$434,292,937	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.59330	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.30600	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.10070	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	$53,426,632	OtherCostOrOtherBasisAmt
Book Value	$53,426,632	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$390,317,935	OtherCostOrOtherBasisAmt
Depreciation	$275,205,157	DepreciationAmt
Book Value	$115,112,778	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$29,968,723	OtherCostOrOtherBasisAmt
Depreciation	$11,842,481	DepreciationAmt
Book Value	$18,126,242	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$259,085,590	OtherCostOrOtherBasisAmt
Depreciation	$159,774,694	DepreciationAmt
Book Value	$99,310,896	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$83,399,262	OtherCostOrOtherBasisAmt
Depreciation	$17,433,650	DepreciationAmt
Book Value	$65,965,612	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$351,942,160	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ENDOWMENT INVESTMENTS	$556,639,359	F
INV IN PARTNERSHIPS	$2,639,970	F
INVESTMENT IN ANNUITIES & LIFE INS CONTRACTS	$4,130,663	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$563,409,992	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
OTHER INVESTMENTS	$8,956,212
INVESTMENT IN SUBS	$105,435,760
BENEFICIAL INTEREST IN PERPETUAL TRUSTS	$18,183,010
FUNDS HELD UNDER RETIREMENT & BENEFIT PLANS	$57,475,248

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$190,050,230	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
INTERCOMPANY PAYABLE	$6,778,875
PLI RESERVE	$56,471,116
BOND SWAP VALUATION	$3,139,135
OTHER LIABILITIES & DEFERRALS	$9,458,316
ANNUITIES PAYABLE	$2,714,957
RETIREMENT	$32,122,942

Field	Value	IRS element (for citing)
Total Liability	$110,685,341	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, 2018 AND 2017, 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, 2018 AND 2017.

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 570 STUDENTS IN FISCAL YEAR 2018.

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	$554,638	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	$554,638	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$554,638	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 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	$89,257	CHECK
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM	RESEARCH FOR DIABETES IN YOUTH COHORT STUDY	$55,109	CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)	METABOLOMIC SIGNATURES OF CAD ASSOC. GENOTYPES	$100,334	CHECK
EUROPE (INCLUDING ICELAND & GREENLAND)	SELECT & MODIFY STATISTICAL METHODS & ALGORITHMS & TEST, VALIDATE & PRODUCE RELATED SOFTWARE	$305,371	CHECK

Field	Value	IRS element (for citing)
Total Other Org	4	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	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 (2 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	$44,586	-$44,586
JOHN W GILLON
SPRING FARM CT	LEWISVILLE	NC	27023	PHILANTHROPIC CONSULTING	0	$0	$19,254	-$19,254

Field	Value	IRS element (for citing)
Total Retained By Contractors	$63,840	TotalRetainedByContractorsAmt
Total Net To Organization	-$63,840	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	$460,786	GrossReceiptsEvent1Amt
Charitable Contri Event1	$238,950	CharitableContriEvent1Amt
Gross Revenue Event1	$221,836	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$69,487	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$45,593	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$35,049	OtherDirectExpensesEvent1Amt
Event2	BCH RADIOTHON	Event2Nm
Gross Receipts Event2	$107,037	GrossReceiptsEvent2Amt
Charitable Contri Event2	$107,037	CharitableContriEvent2Amt
Food And Beverage Event2	$201	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$658	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$304	GrossReceiptsOtherEventsAmt
Gross Revenue Other Events	$304	GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events	$15	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$568,127	GrossReceiptsTotalAmt
Charitable Contributions Tot	$345,987	CharitableContributionsTotAmt
Gross Revenue Total Events	$222,140	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$69,487	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$45,794	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$35,722	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$151,003	DirectExpenseSummaryEventsAmt
Net Income Summary	$71,137	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 (11 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)	$15,626	SUPPORTING CATAWBA COUNTY MEDICAL CENTER FACILITIES
SENIOR SERVICES INC
2895 SHOREFAIR DRIVE	WINSTONSALEM	NC	271054237	561085968	501(C)(3)	$25,000	SUPPORTING PROGRAM PROVIDING SERVICES TO SENIOR ADULTS
PIEDMONT TRIAD PARTNERSHIP
PO BOX 2672	HIGH POINT	NC	27261	561750279	501(C)(3)	$50,000	SUPPORTING ECONOMIC GROWTH & DEVELOPMENT IN THE TRIAD
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
NORTH CAROLINA BAPTIST HOSPITAL
MEDICAL CENTER BLVD	WINSTONSALEM	NC	27157	560552787	501(C)(3)	$1,966,674	NICU EXPANSION
NC INSTITUTE OF MEDICINE
630 DAVIS DRIVE	MORRISVILLE	NC	27560		GOVT.	$7,500	COMMUNITY SUPPORT
WINSTON-SALEM FORSYTH COUNTY SCHOOLS
PO BOX 2513	WINSTONSALEM	NC	27102	560795164	GOVT.	$55,159	MEDICAL ASSIST. AT MINERAL SPRINGS STUDENT HEALTH CTR.
VENTURE CAFE - WINSTON SALEM
575 N PATTERSON AVE SUITE 444	WINSTONSALEM	NC	27101	814684785	501(C)(6)	$10,000	COMMUNITY SUPPORT
WINSTON-SALEM ALLIANCE
100 N MAIN STREET	WINSTONSALEM	NC	27101	311726654	501(C)(6)	$40,000	SUPPORT OF ECONOMIC DEVELOPMENT
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

Field	Value	IRS element (for citing)
Total501c3 Org	8	Total501c3OrgCnt
Total Other Org	3	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS AND FELLOWSHIPS	GrantTypeTxt
Recipient	1153	RecipientCnt
Cash Grant	$18,797,375	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 (26 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	$886,558	$0	$440,000	$0	$78,588	$0	$410,515	$0	$69,868	$0	$1,885,529	$0	$300,000
JULIE ANN FREISCHLAG MD
DIRECTOR, CEO & DEAN	$796,930	$0	$190,000	$0	$5,485	$0	$190,699	$0	$17,995	$0	$1,201,109	$0	$0	$0
J REID MORGAN
SECRETARY & GENERAL COUNSEL	$0	$473,012	$0	$40,000	$0	$15,843	$0	$102,000	$0	$80,806	$0	$711,661	$0	$0
ANITA M CONRAD
ASSISTANT SECRETARY	$0	$179,263	$0	$5,000	$0	$258	$0	$18,731	$0	$19,632	$0	$222,884	$0	$0
TERRY L HALES JR
ASSISTANT TREASURER	$393,272	$0	$88,991	$0	$112,367	$0	$30,842	$0	$22,757	$0	$648,229	$0	$39,312	$0
KAREN H HUEY
VP FACILITIES	$0	$302,734	$0	$61,394	$0	$34,333	$0	$37,535	$0	$22,150	$0	$458,146	$0	$0
ERIC TOMLINSON DSC PHD
CH INNOV OFR & PRES WFIQ TO 3/1/18	$412,764	$0	$174,074	$0	$107,878	$0	$23,184	$0	$12,414	$0	$730,314	$0	$1,000	$0
TERRY G WILLIAMS
EVP, CH STRATEGY OFR	$0	$553,516	$0	$183,813	$0	$1,932	$0	$152,708	$0	$24,272	$0	$916,241	$0	$0
KEVIN P HIGH MD
PRESIDENT, HEALTH SYSTEM	$586,688	$0	$144,524	$0	$21,612	$0	$151,285	$0	$18,528	$0	$922,637	$0	$0	$0
DEETTE M EMON
VP & CH INFO OFFICER TO 7/31/17	$0	$246,718	$0	$109,138	$0	$1,127	$0	$22,742	$0	$5,780	$0	$385,505	$0	$0
ROBERT J GFELLER JR
EVP EXT RELATIONS, CH MKTG	$0	$490,702	$0	$159,785	$0	$3,612	$0	$125,896	$0	$22,208	$0	$802,203	$0	$0
BRADLEY A CLARK
EVP, CFO & TREASURER	$0	$406,688	$0	$75,755	$0	$670	$0	$150,891	$0	$20,088	$0	$654,092	$0	$0
LILICIA BAILEY
SVP & CH PEOPLE OFFICER	$0	$458,872	$0	$98,701	$0	$43,630	$0	$119,740	$0	$12,092	$0	$733,035	$0	$0
WILLIAM D SHOWALTER
SR. V.P., CH INFO OFFICER FR 8/16/17	$0	$167,233	$0	$19,880	$0	$26,980	$0	$20,900	$0	$7,228	$0	$242,221	$0	$0
NEAL KON MD
PROFESSOR - CT SURGERY	$1,275,972	$0	$0	$0	$20,286	$0	$23,184	$0	$18,800	$0	$1,338,242	$0	$0	$0
ANTHONY ATALA MD
DEPARTMENT CHAIR	$692,628	$0	$227,430	$0	$147,322	$0	$232,166	$0	$23,610	$0	$1,323,156	$0	$0	$0
EDWARD KINCAID MD
DEPARTMENT CHAIR	$1,323,952	$0	$30,425	$0	$18,414	$0	$23,184	$0	$23,338	$0	$1,419,313	$0	$0	$0
STEPHEN TATTER MD PHD
PROFESSOR - NEUROSURGERY	$1,012,425	$0	$200	$0	$18,774	$0	$23,184	$0	$23,338	$0	$1,077,921	$0	$0	$0
CHARLES BRANCH JR MD
DEPARTMENT CHAIR	$1,101,603	$0	$0	$0	$5,544	$0	$23,184	$0	$20,578	$0	$1,150,909	$0	$0	$0
JOHN D MCCONNELL MD
FORMER OFFICER	$1,026,360	$0	$267,085	$0	$566,952	$0	$269,643	$0	$19,534	$0	$2,149,574	$0	$0	$0
EDWARD ABRAHAM MD
FORMER OFFICER	$309,744	$0	$187,724	$0	$153,334	$0	$23,184	$0	$7,810	$0	$681,796	$0	$139,000	$0
RUSSELL M HOWERTON MD
FORMER OFFICER	$537,214	$0	$126,166	$0	$145,746	$0	$30,869	$0	$23,362	$0	$863,357	$0	$0	$0
CHERYL LOCKE
FORMER OFFICER	$0	$178,559	$0	$80,567	$0	$226,343	$0	$21,588	$0	$8,862	$0	$515,919	$0	$61,120
NORMAN D POTTER JR
FORMER OFFICER	$52,236	$0	$56,356	$0	$421,539	$0	$3,967	$0	$6,005	$0	$540,103	$0	$225,858	$0
JOANNE C RUHLAND
FORMER OFFICER	$0	$300,690	$0	$0	$0	$71,713	$0	$24,284	$0	$18,688	$0	$415,375	$0	$0
CHAD A ECKES
FORMER OFFICER	$0	$346,612	$0	$0	$0	$640,420	$0	$22,984	$0	$10,912	$0	$1,020,928	$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 2017 COMPENSATION: NAME SERP EDWARD ABRAHAM, MD 139,000 ANTHONY ATALA, MD 125,710 TERRY HALES 111,107 RUSSELL HOWERTON, MD 122,202 KAREN HUEY 32,743 JOHN D. MCCONNELL, MD 546,312 ERIC TOMLINSON, DSC, PHD 76,900 CHERYL LOCKE 61,120 JOANNE RUHLAND 44,500 NORMAN POTTER 232,579 NAME SEVERANCE CHAD ECKES 640,000 CHERYL LOCKE 150,000 NORMAN POTTER 184,000 THE COMPENSATION OF DR. NATHAN O. HATCH INCLUDES A PAYOUT OF $300,000 WHICH WAS INCLUDED IN HIS 2017 FORM W-2 AND IS IN COLUMN BII. 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

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	NORTH CAROLINA MEDICAL CARE COMMISSION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	521309402	BondIssuerEIN
CUSIP	65821DNF4	CUSIPNum
Bond Issued	2012-11-15	BondIssuedDt
Issue Price	$129,019,661	IssuePriceAmt
Purpose	REFUND ISSUE DATED 10/16/2008	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$18,085,000	RetiredAmt
Total Proceeds	$129,019,661	TotalProceedsAmt
Issuance Costs From Proceeds	$568	IssuanceCostsFromProceedsAmt
Other Spent Proceeds	$129,019,093	OtherSpentProceedsAmt
Current Refunding	Yes (1)	CurrentRefundingInd
Advance Refunding	0	AdvanceRefundingInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	Yes (1)	ExceptionToRebateInd
No Rebate Due	0	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 11 COLUMNS A & B	OTHER SPENT PROCEEDS LISTED ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE.
PART III, COLUMNS A & B	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 THE FORM.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Cash Grant	$35,890	CashGrantAmt
Type Of Assistance	MERIT BASED SCHOLARSHIP	TypeOfAssistanceTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	26	ContributionCnt
Noncash Contributions Rpt F990	$22,540	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	$22,550	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	60	ContributionCnt
Noncash Contributions Rpt F990	$970,957	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$925	NoncashContributionsRptF990Amt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	22	ContributionCnt
Noncash Contributions Rpt F990	$3,182	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	$3,970	FAIR MARKET VALUE
Yes (X)	GIFT CARDS	3	$750	FAIR MARKET VALUE

Field	Value	IRS element (for citing)
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):	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 1,344, 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 176 COMPANIES, FIVE LEADING 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. WFUBMC AND WRMC HOSPITAL OPERATING CORP. BEGAN AN INITIAL 30-YEAR LEASE OF WILKES MEDICAL CENTER ON JULY 1, 2017, AFTER OFFICIALLY COMPLETING AN AGREEMENT WITH THE TOWN OF NORTH WILKESBORO, NORTH CAROLINA. UNDER THE TERMS OF THE INITIAL 30-YEAR LEASE AGREEMENT, WAKE FOREST BAPTIST HEALTH WILL INVEST $238 MILLION IN SUPPORT OF WILKES MEDICAL CENTER, THE TOWN OF NORTH WILKESBORO, THE WILKES COMMUNITY AND PATIENTS SERVED IN THE REGION. WFUBMC AND UNC HEALTH CARE, THE FORMER PARENT ORGANIZATION OF HIGH POINT REGIONAL HEALTH, SIGNED A LETTER OF INTENT IN OCTOBER 2017 THAT WOULD ALLOW WFUBMC TO ACQUIRE AND INTEGRATE HIGH POINT REGIONAL AND ITS AFFILIATES INTO THE WAKE FOREST BAPTIST HEALTH SYSTEM DURING THE FIRST QUARTER OF FISCAL YEAR 2019. IN FEBRUARY 2018, WFUBMC PARTNERED WITH HUGH CHATHAM MEMORIAL HOSPITAL TO OWN AND OPERATE ALLEGHANY HEALTH IN SPARTA, N.C. IT ALSO ENTERED INTO A PARTNERSHIP WITH ALLEGACY FEDERAL CREDIT UNION TO ESTABLISH WELLQ, A MEMBERSHIP-BASED SERVICE, LOCATED IN INNOVATION QUARTER IN DOWNTOWN WINSTON-SALEM, DESIGNED TO IMPROVE BOTH THE PHYSICAL AND FINANCIAL WELL-BEING OF ITS MEMBERS. IN JUNE 2018, WAKE FOREST BAPTIST HEALTH LEXINGTON MEDICAL CENTER BROKE GROUND ON A NEW 26,500-SQUARE-FOOT, $31.5 MILLION SURGICAL FACILITY. THIS FACILITY INCLUDES FOUR OPERATING ROOMS, A 10-BAY POST-ANESTHESIA CARE UNIT, UROLOGY PROCEDURE ROOM, WAITING AREA AND CONSULTATION ROOMS. THE FOUR EXISTING OPERATING ROOMS WILL BE CONVERTED TO PROCEDURE ROOMS. SIGNIFICANT GRANTS AWARDED TO THE FILING ORGANIZATION DURING FISCAL YEAR 2018 INCLUDED A FIVE-YEAR, $9.2 MILLION GRANT FROM THE NATIONAL CANCER INSTITUTE FOR THE FILING ORGANIZATION'S SCIENTISTS TO CONTINUE THEIR WORK TO DEVELOP NEW TREATMENTS FOR GLIOBLASTOMA, AN AGGRESSIVE BRAIN CANCER; A GRANT FROM THE NATIONAL INSTITUTES OF HEALTH (NIH) WORTH AN ESTIMATED $8 MILLION OVER FIVE YEARS TO ESTABLISH A NEW CENTER FOR RESEARCH INTO ALCOHOL ADDICTION; AND TWO FIVE-YEAR GRANTS FROM THE NIH WORTH MORE THAN $5 MILLION COMBINED TO PROSPECTIVELY STUDY THE EFFECTS OF A GENETIC VARIATION IN ORGAN DONORS THAT APPEARS TO CONTRIBUTE TO SURVIVAL OF KIDNEYS AFTER TRANSPLANTATION. 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 AND WILKES COUNTIES. ACROSS ITS SERVICE AREA OF NORTHWEST NORTH CAROLINA AND SOUTHWEST VIRGINIA, WAKE FOREST BAPTIST HEALTH HAS 6 EMERGENCY DEPARTMENTS; THREE URGENT CARE CENTERS; 83 PRIMARY CARE CLINICS; 274 SPECIALTY CLINICS; 18 OUTPATIENT DIALYSIS CENTERS AND ONE FREE-STANDING DIALYSIS ACCESS CENTER; AND ONE FREESTANDING IMAGING AND ENDOSCOPY CENTER. THE WAKE FOREST BAPTIST HEALTH SYSTEM EMPLOYS MORE THAN 2,000 PHYSICIANS, 4,249 REGISTERED NURSES, AND 732 RESIDENTS AND FELLOWS. IT HAS A TOTAL STAFF OF 14,430 ON THE MEDICAL CENTER CAMPUS IN WINSTON-SALEM AND 19,220 WITHIN THE WAKE FOREST BAPTIST HEALTH SYSTEM. OVERALL IN FY 2018, WAKE FOREST BAPTIST HEALTH HAD 60,023 INPATIENT ADMISSIONS, 187,510 EMERGENCY DEPARTMENT VISITS AND 1,984,198 CLINIC VISITS (AMBULATORY VISITS AND OUTPATIENT DEPARTMENTS). 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 2018, WAKE FOREST BAPTIST HEALTH SPENT $450.6 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, 60,877 PATIENT VISITS WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA IN THE 2018 FISCAL YEAR, AND ANOTHER 10,697 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 AT THE COMMUNITY CARE CENTER IN WINSTON-SALEM, 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.
PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED)	- 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 THAT TEACH AND GRADUATE SKILLED HEALTH 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. IN THE MOST RECENT REPORTING PERIOD, FISCAL 2017, WAKE FOREST BAPTIST HEALTH INVESTED MORE THAN $109 MILLION IN THE EDUCATION OF TOMORROW'S HEALTH CARE AND BIOMEDICAL LEADERS AND IN RESEARCH FUNDING NOT COVERED BY OUTSIDE SOURCES. SUCH INVESTMENTS SUPPORT THE TRAINING OF HUNDREDS OF STUDENTS. IN FISCAL 2018, THOSE INCLUDED 510 MD STUDENTS, 732 PHYSICIAN RESIDENTS AND FELLOWS, 319 GRADUATE STUDENTS, 173 PHYSICIAN ASSISTANTS, 48 NURSE ANESTHESIA STUDENTS, 22 PASTORAL CARE CHAPLAIN RESIDENTS AND INTERNS, AND 63 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 2,460 CONTINUING PROFESSIONAL DEVELOPMENT ACTIVITIES FOR PRACTICING HEALTH CARE PROFESSIONALS THAT DREW 42,076 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 2018.
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 AND JUNE 6, 2018.
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 NOT AVAILABLE TO THE PUBLIC.
PART VII, SECTION A, COLUMN B - HOURS	DONALD E FLOW FILING ORG 4.0 RELATED ORG 21.0 DONNA A BOSWELL PHD FILING ORG 2.0 RELATED ORG 19.0 JAMES R HELVEY III FILING ORG 2.0 RELATED ORG 1.0 JAMES J MARINO FILING ORG 3.0 RELATED ORG 9.0 JAMES T WILLIAMS, JR. FILING ORG 2.0 RELATED ORG 1.0 GERALD F. ROACH FILING ORG 2.0 RELATED ORG 6.0 BOBBY R. BURCHFIELD FILING ORG 2.0 RELATED ORG 6.0 DONNA F. EDWARDS FILING ORG 2.0 RELATED ORG 3.0 MATTHEW A. KING FILING ORG 2.0 RELATED ORG 6.0 NATHAN O HATCH PHD FILING ORG 3.0 RELATED ORG 37.0 RICHARD A. BRENNER FILING ORG 2.0 BRENDA K. CLINE FILING ORG 2.0 ANDREW J SCHINDLER FILING ORG 2.0 RELATED ORG 4.0 DAVID W. DUPREE FILING ORG 2.0 RELATED ORG 9.0 H. LAWRENCE CULP, JR. FILING ORG 2.0 RELATED ORG 3.6 CATHY WALL THOMAS, MD FILING ORG 2.0 RELATED ORG 4.0 ADELAIDE A. SINK FILING ORG 2.0 RELATED ORG 5.0 GRAHAM F. BENNETT FILING ORG 2.0 J. ANDREWS HANCOCK FILING ORG 2.0 JULIE A. FRIESCHLAG, M.D. FILING ORG 15.7 RELATED ORG 7.6 UNRELATED ORG 16.7 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 11.0 RELATED ORG 5.0 UNRELATED ORG 24.0 ERIC TOMLINSON DSC, PHD FILING ORG 5.0 RELATED ORG 29.8 UNRELATED ORG 5.2 TERRY G. WILLIAMS FILING ORG 4.4 RELATED ORG 6.0 UNRELATED ORG 29.6 KEVIN P. HIGH, MD FILING ORG 6.1 RELATED ORG 7.5 UNRELATED ORG 26.4 DEETTE M. EMON FILING ORG 5.0 RELATED ORG 5.0 UNRELATED ORG 30.0 ROBERT GFELLER FILING ORG 5.0 RELATED ORG 15.0 UNRELATED ORG 20.0 WILLIAM D. SHOWALTER FILING ORG 5.0 RELATED ORG 5.0 UNRELATED ORG 30.0 BRADLEY A. CLARK FILING ORG 6.7 RELATED ORG 7.6 UNRELATED ORG 25.7 LILICIA BAILEY FILING ORG 2.4 RELATED ORG 5.0 UNRELATED ORG 32.6 NEAL KON MD FILING ORG 40.0 ANTHONY ATALA, MD FILING ORG 40.0 EDWARD KINCAID MD FILING ORG 40.0 STEVEN TATTER, MD, PHD FILING ORG 40.0 CHARLES BRANCH JR MD FILING ORG 40.0 RUSSELL M. HOWERTON MD FILING ORG 14.7 UNRELATED ORG 25.3 JOANNE C. RUHLAND FILING ORG 15.0 UNRELATED ORG 25.0 JOHN D MCCONNELL MD FILING ORG 0.0 RELATED ORG 40.0 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 49,840,460. ACTUARIAL GAIN 4,599,918.

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	$496,713	$3,021,004	WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	050549344	REAL ESTATE HOLDING COMPANY	NC	-$1,864,712	$82,778,043	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	$0	$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	$989,816	WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS II LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	271917927	REAL ESTATE HOLDING COMPANY	NC	-$35,770	$181,569	WAKE FOREST UNIV HEALTH SCIENCES
WFIQ HOLDINGS III LLC
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	271918085	REAL ESTATE HOLDING COMPANY	NC	-$103,157	$3,372,761	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 (FKA WFUBMC CMTY PHYS)
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
PO BOX 7354	WINSTON SALEM	NC	27109	352514227	INVESTMENT	NC	WAKE FOREST UNIVERSITY HEALTH SCIENCES	EXCLUDED	$12,409,926	$409,615,788	0	$118,768	0	0.67070
VERGER CAPITAL FUND LLC
PO BOX 7354	WINSTON SALEM	NC	27109	464027021	INVESTMENT	NC									N/A
VERGER CAPITAL MANAGEMENT LLC
PO BOX 7354	WINSTON SALEM	NC	27109	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	$1,419	$1,001,591	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	$1,875,489	$3,012,266	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 (5)
MEDICAL CENTER BLVD	WINSTON SALEM	NC	27157	INVESTMENT	NC	WAKE FOREST UNIVERSITY HEALTH SCIENCES	T	$314,890	0.79460	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 (8 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
WAKE FOREST EMERGENCY PROVIDERS (KNA WFUBMC COMM PHYS)
M	$27,188,793	COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
N	$2,599,024	FMV
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
P	$21,630	COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
Q	$762,342	COST
WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN
S	$17,300,000	FMV
CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA
P	$411,606	COST
CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA
Q	$361,692	COST
REGENMED DEVELOPMENT ORGANIZATION
P	$471,038	COST