2025-11-17T13:08:25-06:00 2024-12-31 990 2024-01-01 560552787 NORTH CAROLINA BAPTIST HOSPITAL NORT 3367162276 MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 BRADLEY A CLARK TREASURER 3367164445 2025-11-15 0 2024 2025-03-06 01:10:19Z ATRIUM HEALTH WAKE FOREST BAPTIST ME JULIE ANN FREISCHLAG MD MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 3260572213 0 X WWW.WAKEHEALTH.EDU X 1923 NC TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING FOR ALL 6 6 0 455 1759663 212577 2710696 5370913 2960779480 3214985185 7463461 37894959 3355536 1156546 2974309173 3259407603 5410964 4001472 0 0 987101569 1104767422 0 0 0 1936835313 2069283079 2929347846 3178051973 44961327 81355630 2399495652 2781137808 904309550 1037486676 1495186102 1743651132 X SEE SCHEDULE O FOR CONTINUATIONNORTH CAROLINA BAPTIST HOSPITAL (AT TIMES ALSO REFERRED TO AS THE "HOSPITAL OR "NCBH OR "THE FILING ORGANIZATION") IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), A PREEMINENT LEARNING HEALTH SYSTEM AND ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE AND INNOVATION. AHWFB'S MISSION IS TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING FOR ALL. AHWFB'S VISION IS TO BE THE FIRST AND BEST CHOICE FOR CARE. 0 0 3015986253 4001472 3213225522 SEE SCHEDULE O FOR COMPLETE DESCRIPTION 3015986253 1 1 0 1 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 1 0 0 0 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 1 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ATRIUM HEALTH WAKE FOREST BAPTIST 3367164445 MEDICAL CENTER BLVD WINSTON SALEM NC 27157 X STEPHEN L ROBERTSON CHAIR 2.00 8.00 X X 0 0 0 ARTHUR A GIBEL VICE CHAIR 2.00 6.00 X X 0 0 0 A LEE HERRING TRUSTEE 2.00 6.00 X 0 0 0 REV FRANK THOMAS TRUSTEE 2.00 0.00 X 0 0 0 WILLIAM C WARDEN JR CHAIR 2.00 18.00 X X 0 0 0 SHEREE B WATSON TRUSTEE 2.00 6.00 X 0 0 0 JULIE ANN FREISCHLAG MD CEO OF AHWFB 15.70 24.30 X 7594629 0 40091 BRADLEY A CLARK EVP, TREASURER 2.20 37.80 X 2513703 0 419389 J MCLAIN WALLACE JR SVP, GEN COUNSEL & SEC 12.80 27.20 X 0 1659102 30227 L EBONY BOULWARE MD DEAN, WFU SOM 40.00 0.00 X 1717096 0 35593 LISA M MARSHALL VP, CHIEF PHIL OFF 10.00 30.00 X 0 974433 31375 STEPHAN L LILLIE SVP & CFO AHWFB 13.00 27.00 X 0 666639 62046 DAVID ZAAS MD PRES, HEALTH SYSTEM 10.00 30.00 X 1314010 0 40169 CATHLEEN WHEATLEY DNP PRES WFBMC, SVP CNO 40.00 0.00 X 0 1249664 18941 A MICK FISHER SVP, CHRO WFB 7.90 32.10 X 0 985312 34812 MICHAEL T WAID SVP HLTH SYS OPS & INTG 26.50 13.50 X 0 836668 50757 TODD BANKHEAD SVP CLINICAL OPS, COO 40.00 0.00 X 0 862124 39293 ALISA STARBUCK DNP PRES BRENNER'S CH HOSP 40.00 0.00 X 0 870609 40148 KEVIN P HIGH MD FORMER OFFICER 0.00 0.00 X 1277196 0 45150 TERRY G WILLIAMS FORMER OFFICER 0.00 0.00 X 2204442 0 248612 16621076 8104551 1136603 0 1 1 1 BRASFIELD & GORRIE - FRANK L BLUM CONSTR 3021 7TH AVE S BIRMINGHAM AL 35233 CONSTRUCTION CONTRACTOR SERVICES 34088898 AYA HEALTH CARE PO BOX 123519 DEPT 3519 DALLAS TX 75312 CONTRACT HEALTHCARE SERVICES 32948290 TRIMEDX HOLDINGS LLC PO BOX 636129 CINCINNATI OH 45263 CLINICAL ENGINEERING SERVICES 12053033 ARAMARK SERVICES INC PO BOX 978839 DALLAS TX 75397 FACILITIES MANAGEMENT SERVICES 10660538 SODEXO MAGIC LLC PO BOX 360170 PITTSBURGH PA 15251 FACILITIES MANAGEMENT SERVICES 10327978 172 574604 1357928 3438381 5370913 PATIENT SERVICE REVENUE 622110 3198631400 3198631400 DIETARY REVENUE 722513 9932163 9932163 TUITION REVENUE 611430 3228390 3228390 LABORATORY SERVICE REVENUE 621511 3193232 1433569 1759663 3214985185 24193159 24193159 1041511 755638 285873 285873 285873 14110772 0 408972 14110772 -408972 13701800 13701800 PARKING REVENUE 812930 714836 714836 OTHER REVENUE 900099 111185 111185 GIFT SHOP REVENUE 459420 44652 44652 870673 3259407603 3213225522 1759663 39051505 680810 680810 3320662 3320662 26837722 13418861 13418861 850459086 793806965 56652121 42692964 39849033 2843931 129681483 121042936 8638547 55096167 51426014 3670153 114049 114049 294563 294563 798239 519624 278615 65367100 62423622 2943478 7461297 6247642 1213655 28136978 25629650 2507328 82479650 75129765 7349885 526544961 479623753 46921208 1622124 1477574 144550 464797 423378 41419 16449730 10708162 5741568 70480697 62714916 7765781 9265113 8439485 825628 MEDICAL SUPPLIES 902935831 902935831 PROVIDER ASSESSMENT 188938563 188938563 BAD DEBT 147915420 147915420 INCOME TAXES 256119 220420 35699 19757848 18684555 1073293 3178051973 3015986253 162065720 0 2988786 74982 4066344 2708178 378611318 592210390 48282598 54377954 28992445 29313297 2147742092 1325177112 624214539 822564980 898856747 963592986 22184644 360643832 291655888 30654399 24639153 2399495652 2781137808 309897186 273446280 6356349 10511113 455709178 438673792 12979074 209266810 119367763 105588681 904309550 1037486676 X 1485354546 1734746843 9831556 8904289 1495186102 1743651132 2399495652 2781137808 X 81355630 39258812 127850588 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 74760 0 1 219803 294563 0 PART II-B, LINE 1: SUPPORT OF THE MEDICAL CENTER'S OFFICE OF GOVERNMENT RELATIONS, AND PRORATA PORTION OF DUES PAID TO STATE AND LOCAL 501(C)(6) ORGANIZATIONS THAT REPRESENTS LOBBYING ON BEHALF OF ITS MEMBERS. THE ORGANIZATION HAS A GOVERNMENT RELATIONS OFFICE. EMPLOYEES OF THE FILING ORGANIZATION (AND RELATED ORGANIZATION) IN THAT OFFICE WILL SOMETIMES MAKE DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY. THE OFFICE OF GOVERNMENT RELATIONS WAS ACTIVELY INVOLVED WITH SEVERAL FEDERAL AND STATE ISSUES. THE OFFICE ASSISTED IN DEVELOPING POLITICAL ADVOCACY STRATEGIES REGARDING: CENTER FOR MEDICARE AND MEDICAID (CMS) MEDICAID REGULATIONS, SITE NEUTRAL PAYMENT POLICY CHANGES, ALLIED HEALTH PASS THROUGH FUNDING, THE PRESIDENT'S FY24 BUDGET REQUEST FOCUSING ON DRUG PRICING, PROPOSED 340B PROGRAM CHANGES, PROPOSED CHANGES TO THE USE OF NONHUMAN PRIMATE MODELS IN BIOMEDICAL RESEARCH, FY24 APPROPRIATIONS INCLUDING LABOR/HEALTH AND HUMAN SERVICES (HHS) BILL AND FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH (NIH), AND ADDITIONAL FUNDING FOR GRADUATE MEDICAL EDUCATION RESIDENCY SLOTS. IN ADDITION, THE OFFICE WORKED WITH THE NORTH CAROLINA CONGRESSIONAL DELEGATION ON APPROPRIATIONS RELATED TO THE DEPARTMENT OF DEFENSE THROUGH THE REAUTHORIZATION OF THE NATIONAL DEFENSE AUTHORIZATION ACT (NDAA) AS WELL AS THE DEFENSE SUBCOMMITTEE APPROPRIATIONS BILLS. THE OFFICE ALSO WORKED ON POLICIES RELATED TO TELEMEDICINE AND HOSPITAL AT HOME AT STATE AND FEDERAL LEVELS. AT THE STATE LEVEL, THE OFFICE CONTINUED TO WORK ON MEDICAID EXPANSION AND MEDICAID FINANCING. THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION (AHA), ASSOCIATION OF AMERICAN MEDICAL COLLEGES (AAMC), AND THE NORTH CAROLINA HEALTHCARE ASSOCIATION (NCHA). A PORTION OF THE MEMBERSHIP DUES PAID ARE ALLOCATED TO LOBBYING EFFORTS BY THOSE ORGANIZATIONS ON BEHALF OF THEIR MEMBERSHIP BODIES. 9831856 537406 1464955 8904307 10262047 454647 884838 9831856 10641523 586810 -553843 412443 10262047 10868363 74257 301097 10641523 8697960 1632009 848144 309750 10868363 0.35460 0.64540 0 0 38775439 38775439 1113773789 769257403 344516386 1798963 1533193 265770 625551344 554386516 71164828 367842557 367842557 822564980 INVESTMENTS IN SUBSIDIARIES 291655888 C 291655888 0 PLI & OTHER LIABILITIES 42137813 PENSION LIABILITIES 41005384 OPERATING LEASE PAYABLE 22445484 105588681 X PART V, LINE 4: THE HOSPITAL'S ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT FOR EDUCATION, SCHOLARSHIPS, INDIGENT CARE, AND OTHER DEPARTMENTAL FUNDING. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS CALENDAR YEARS ENDED DECEMBER 31, 2024 AND 2023, 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 CALENDAR YEARS ENDED DECEMBER 31, 2024 AND 2023. THE CARIBBEAN - BRITISH VIRGIN ISLANDS & CAYMAN ISLANDS 0 0 INVESTMENTS 14781332 0 0 0 0 0 0 14781332 0 14781332 1 0 1 1 0 0 1 1 1 X 300.000000000000 1 X 1 1 1 0 1 1 26363201 0 26363201 0.00870 633512714 816839877 0 0.00000 659875915 816839877 26363201 0.00870 10420045 0 10420045 0.00340 139667655 27445636 112222019 0.03700 7878879 0 7878879 0.00260 842258 0 842258 0.00030 158808837 27445636 131363201 0.04330 818684752 844285513 157726402 0.05200 146449 146449 0.00000 146449 146449 0.00000 1 57200329 0 748539517 1098489497 -349949980 X 1 1 2 1 AH WAKE FOREST BAPTIST MEDICAL CENTER MEDICAL CENTER BOULEVARD WINSTON SALEM NC 27157 WWW.WAKEHEALTH.EDU H0011 X X X X 2 AH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER 329 NC HWY 801 N BERMUDA RUN NC 27006 WWW.WAKEHEALTH.EDU H0171 X X X AH WAKE FOREST BAPTIST MEDICAL CENTER 1 0 0 1 X X X X X X X X X 23 1 0 0 1 X SEE PART V X 1 23 1 SEE PART V 0 1 X 300.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X SEE PART V X SEE PART V X SEE PART V X X X X X X X 1 X 0 X X X X 1 X 0 0 AH WAKE FOREST BAPTIST DAVIE MEDICAL CEN 2 0 0 1 X X X X X X X X X 23 1 0 0 1 X SEE PART V X 1 23 1 SEE PART V 0 1 X 300.000000000000 300.000000000000 X X X X X 1 1 X X X 1 X SEE PART V X SEE PART V X SEE PART V X X X X X X X 1 X 0 X X X X 1 X 0 0 AH WAKE FOREST BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 5: DURING THE CONDUCTION OF ITS MOST RECENT CHNA, THE HOSPITAL FACILITY SOUGHT COMMUNITY INPUT THROUGH THE FOLLOWING PRIMARY SOURCES: -A COMMUNITY HEALTH SURVEY CONDUCTED ON BEHALF OF THE HOSPITAL FACILITY BY PRC, INC., A NATIONALLY RECOGNIZED HEALTH CARE CONSULTING FIRM. SURVEYS WERE CONDUCTED VIA PRC THROUGH TELEPHONE AND ONLINE QUESTIONNAIRES WITH LOCAL RESIDENTS.-INTERVIEWS WITH KEY INFORMANTS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY; INCLUDING PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND VARIOUS COMMUNITY LEADERS. -COMMENTS FROM PRIOR COMMUNITY HEALTH NEED ASSESSMENTS AND IMPLEMENTATION STRATEGIES.ADDITIONALLY, A VARIETY OF SECONDARY DATA SOURCES WERE USED INCLUDING, BUT NOT LIMITED TO: -METOPIO, A ROBUST PLATFORM THAT OFFERS CURATED DATA FROM PUBLIC AND PROPRIETARY SOURCES FOR INFORMATION ON HEALTH BEHAVIORS AND HEALTH RISKS, HEALTH OUTCOMES, HEALTH UTILIIZATION, DEMOGRAPHIC, AND COMMUNITY-LEVEL DRIVERS OF HEALTH LIKE ECONOMIC, HOUSING, EMPLOYMENT, AND ENVIRONMENTAL CONDITIONS. -AMERICAN COMMUNITY SURVEY (ACS), U.S. CENSUS BUREAU-AREA HEALTH RESOURCES FILES, HELATH RESOURCES & SERVICES ADMINISTRATION-FBI CRIME DATA EXPLORER, FEDERAL BUREAU OF INVESTIGATION-FOOD ACCESS RESEARCH ATLAS, US DEPARTMENT OF AGRICULTURE (USDA) - ECONOMIC RESEARCH SERVICES-VARIOUS REPORTS FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION-CENTERS FOR MEDICARE/MEDICAID-HEALTHY PEOPLE 2030PART V, SECTION B, LINE 7A:HTTPS://WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTSPART V, SECTION B, LINE 10A:HTTPS://WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTS AH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER PART V, SECTION B, LINE 5: DURING THE CONDUCTION OF ITS MOST RECENT CHNA, THE HOSPITAL FACILITY SOUGHT COMMUNITY INPUT THROUGH THE FOLLOWING PRIMARY SOURCES: -A COMMUNITY HEALTH SURVEY CONDUCTED ON BEHALF OF THE HOSPITAL FACILITY BY PRC, INC., A NATIONALLY RECOGNIZED HEALTH CARE CONSULTING FIRM. SURVEYS WERE CONDUCTED VIA PRC THROUGH TELEPHONE AND ONLINE QUESTIONNAIRES WITH LOCAL RESIDENTS.-INTERVIEWS WITH KEY INFORMANTS WHO HAVE A BROAD INTEREST IN THE HEALTH OF THE COMMUNITY; INCLUDING PHYSICIANS, PUBLIC HEALTH REPRESENTATIVES, OTHER HEALTH PROFESSIONALS, SOCIAL SERVICE PROVIDERS, AND VARIOUS COMMUNITY LEADERS. -COMMENTS FROM PRIOR COMMUNITY HEALTH NEED ASSESSMENTS AND IMPLEMENTATION STRATEGIES.ADDITIONALLY, A VARIETY OF SECONDARY DATA SOURCES WERE USED INCLUDING, BUT NOT LIMITED TO: -METOPIO, A ROBUST PLATFORM THAT OFFERS CURATED DATA FROM PUBLIC AND PROPRIETARY SOURCES FOR INFORMATION ON HEALTH BEHAVIORS AND HEALTH RISKS, HEALTH OUTCOMES, HEALTH UTILIIZATION, DEMOGRAPHIC, AND COMMUNITY-LEVEL DRIVERS OF HEALTH LIKE ECONOMIC, HOUSING, EMPLOYMENT, AND ENVIRONMENTAL CONDITIONS. -AMERICAN COMMUNITY SURVEY (ACS), U.S. CENSUS BUREAU-AREA HEALTH RESOURCES FILES, HELATH RESOURCES & SERVICES ADMINISTRATION-FBI CRIME DATA EXPLORER, FEDERAL BUREAU OF INVESTIGATION-FOOD ACCESS RESEARCH ATLAS, US DEPARTMENT OF AGRICULTURE (USDA) - ECONOMIC RESEARCH SERVICES-VARIOUS REPORTS FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION-CENTERS FOR MEDICARE/MEDICAID-HEALTHY PEOPLE 2030PART V, SECTION B, LINE 7A:HTTPS://WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTSPART V, SECTION B, LINE 10A:HTTPS://WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/NEEDS-ASSESSMENTS-AND-IMPLEMENTATION-REPORTS AH WAKE FOREST BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 11: THE HOSPITAL FACILITY'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IDENTIFIED NUMEROUS COMMUNITY HEALTH NEEDS AND CONCERNS. THE TOP HEALTH ISSUES IDENTIFIED WERE PRESENTED TO THE FACILITY'S STEERING COUNCIL WHERE MEMBERS WERE ASKED TO RANK THE ISSUES BASED ON THE FOLLOWING CRITERIA: SIZE/SERIOUSNESS OF THE PROBLEM, EFFECTIVENESS OF AVAILABLE INTERVENTIONS, AVAILABLE RESOURCES TO ADDRESS THE HEALTH ISSUE, HEALTH CARE SYSTEM ADEQUATELY SITUATED TO ADDRESS THE HEALTH ISSUE, MEETS A DEFINED COMMUNITY NEED AS IDENTIFIED THROUGH DATA, POTENTIAL FOR ISSUE TO IMPACT OTHER HEALTH AND SOCIAL ISSUES, AND ABILITY TO EFFECTIVELY ADDRESS OR IMPACT HEALTH ISSUE THROUGH COLLABRATION. THE FOLLOWING HEALTH NEEDS WERE PRIORITIZED BY THE HOSPITAL FACILITY IN ITS MOST RECENT CHNA: 1) ACCESS TO CARE AND SERVICES2) CHRONIC DISEASE: CANCER, STROKE, AND DIABETES3) MATERNAL AND INFANT HEALTH4) SOCIAL DRIVERS OF HEALTHTHE HOSPITAL FACILITY IMPLEMENTATION STRATEGY OUTLINES THE PROGRAMS AND RESOURCES THE HOSPITAL FACILITY WILL USE TO ADDRESS THE ABOVE MENTIONED PRIORITIZED HEALTH NEEDS. THE IMPLEMENTATION STRATEGY ALSO INCLUDES AN EVALUATION OF IMPACT OF THOSE PROGRAMS ON PRIORITIZED COMMUNITY HEALTH NEEDS IDENTIFIED FROM THE CHNA. ALL EFFORTS IN COMBINATION WITH THE HOSPITAL'S VALUE OF NONDISCRIMINATION AND COMPASSIONATE CARE ARE DESIGNED TO MEET THE SIGNIFICANT HEALTH NEEDS OF THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT. THE HOSPITAL FACILITY ACKNOWLEDGES THE IMPORTANCE OF ALL COMMUNITY HEALTH NEEDS THAT WERE IDENTIFIED IN THE CHNA; HOWEVER, THE HOSPITAL FACILITY'S RESOURCES AND ASSETS WERE BEST ALIGNED TO FOCUS ON THE PRIORITIZED NEEDS MENTIONED ABOVE. THE CHNA PROVIDES A COMPREHENSIVE LIST OF AVAILABLE RESOURCES IN THE COMMUNITY FOR THOSE NEEDS THAT WERE NOT PRIORITIZED BY THE HOSPITAL FACILITY. ALTHOUGH NOT PRIORITIZED, THE HOSPITAL FACILITY WILL CONTINUE TO PARTNER WITH COMMUNITY AND NON-PROFIT ORGANIZATIONS TO HELP ADDRESS THESE NEEDS. AH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER PART V, SECTION B, LINE 11: THE HOSPITAL FACILITY'S MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IDENTIFIED NUMEROUS COMMUNITY HEALTH NEEDS AND CONCERNS. THE TOP HEALTH ISSUES IDENTIFIED WERE PRESENTED TO THE FACILITY'S STEERING COUNCIL WHERE MEMBERS WERE ASKED TO RANK THE ISSUES BASED ON THE FOLLOWING CRITERIA: SIZE/SERIOUSNESS OF THE PROBLEM, EFFECTIVENESS OF AVAILABLE INTERVENTIONS, AVAILABLE RESOURCES TO ADDRESS THE HEALTH ISSUE, HEALTH CARE SYSTEM ADEQUATELY SITUATED TO ADDRESS THE HEALTH ISSUE, MEETS A DEFINED COMMUNITY NEED AS IDENTIFIED THROUGH DATA, POTENTIAL FOR ISSUE TO IMPACT OTHER HEALTH AND SOCIAL ISSUES, AND ABILITY TO EFFECTIVELY ADDRESS OR IMPACT HEALTH ISSUE THROUGH COLLABRATION. THE FOLLOWING HEALTH NEEDS WERE PRIORITIZED BY THE HOSPITAL FACILITY IN ITS MOST RECENT CHNA: 1) CHRONIC DISEASE AND EMERGING DISEASE: OSTEOPOROSIS, HEART DISEASE AND STROKE, AND CANCER2) ACCESS TO CARE AND SERVICES3) BEHAVIORAL HEALTH: MENTAL HEALTH AND SUBSTANCE ABUSE4) SOCIAL DRIVERS OF HEALTHTHE HOSPITAL FACILITY IMPLEMENTATION STRATEGY OUTLINES THE PROGRAMS AND RESOURCES THE HOSPITAL FACILITY WILL USE TO ADDRESS THE ABOVE MENTIONED PRIORITIZED HEALTH NEEDS. THE IMPLEMENTATION STRATEGY ALSO INCLUDES AN EVALUATION OF IMPACT OF THOSE PROGRAMS ON PRIORITIZED COMMUNITY HEALTH NEEDS IDENTIFIED FROM THE CHNA. ALL EFFORTS IN COMBINATION WITH THE HOSPITAL'S VALUE OF NONDISCRIMINATION AND COMPASSIONATE CARE ARE DESIGNED TO MEET THE SIGNIFICANT HEALTH NEEDS OF THE MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT. THE HOSPITAL FACILITY ACKNOWLEDGES THE IMPORTANCE OF ALL COMMUNITY HEALTH NEEDS THAT WERE IDENTIFIED IN THE CHNA; HOWEVER, THE HOSPITAL FACILITY'S RESOURCES AND ASSETS WERE BEST ALIGNED TO FOCUS ON THE PRIORITIZED NEEDS MENTIONED ABOVE. THE CHNA PROVIDES A COMPREHENSIVE LIST OF AVAILABLE RESOURCES IN THE COMMUNITY FOR THOSE NEEDS THAT WERE NOT PRIORITIZED BY THE HOSPITAL FACILITY. ALTHOUGH NOT PRIORITIZED, THE HOSPITAL FACILITY WILL CONTINUE TO PARTNER WITH COMMUNITY AND NON-PROFIT ORGANIZATIONS TO HELP ADDRESS THESE NEEDS. AH WAKE FOREST BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 13H: THE HOSPITAL MAY USE COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO PRESUMPTIVELY SCREEN RESPONSIBLE INDIVIDUALS TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS. AH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER PART V, SECTION B, LINE 13H: THE HOSPITAL MAY USE COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO PRESUMPTIVELY SCREEN RESPONSIBLE INDIVIDUALS TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS. AH WAKE FOREST BAPTIST MEDICAL CENTER PART V, SECTION B, LINE 16J: AH WAKE FOREST BAPTIST MEDICAL CENTERPART V, LINE 16A, FAP WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCEAH WAKE FOREST BAPTIST MEDICAL CENTERPART V, LINE 16B, FAP APPLICATION WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCEAH WAKE FOREST BAPTIST MEDICAL CENTERPART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCEAH WAKE FOREST BAPTIST MEDICAL CENTERPART V, SECTION B, LINE 16J: IN ADDITION TO THE METHODS PREVIOUSLY DESCRIBED, THE HOSPITAL INFORMS PATIENTS ABOUT ITS FAP DURING INTAKE AND DISCHARGE BY PROVIDING A PLAIN LANGUAGE SUMMARY OF THE FAP. THE HOSPITAL ALSO PLACES A CONSPICUOUS WRITTEN NOTICE OF THE FAP ON ITS PATIENT BILLING STATEMENTS. AH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER PART V, SECTION B, LINE 16J: AHWFB DAVIE MEDICAL CENTERPART V, LINE 16A, FAP WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCEAHWFB DAVIE MEDICAL CENTERPART V, LINE 16B, FAP APPLICATION WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCEAHWFB DAVIE MEDICAL CENTERPART V, LINE 16C, FAP PLAIN LANGUAGE SUMMARY WEBSITE: WWW.WAKEHEALTH.EDU/PATIENT-AND-FAMILY-RESOURCES/BILLING-AND-INSURANCE/FINANCIAL-ASSISTANCEAHWFB DAVIE MEDICAL CENTERPART V, SECTION B, LINE 16J: IN ADDITION TO THE METHODS PREVIOUSLY DESCRIBED, THE HOSPITAL INFORMS PATIENTS ABOUT ITS FAP DURING INTAKE AND DISCHARGE BY PROVIDING A PLAIN LANGUAGE SUMMARY OF THE FAP. THE HOSPITAL ALSO PLACES A CONSPICUOUS WRITTEN NOTICE OF THE FAP ON ITS PATIENT BILLING STATEMENTS. 48 1 - AHWFB ADULT MEDICINE - DHP 1200 N MARTIN LUTHER KING JR DRIVE WINSTONSALEM NC 27101 PRIMARY CARE 2 - AHWFB BREAST CARE SERVICES - CLEMMONS 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 3 - AHWFB CANCER SURVIVORSHIP - CLEMMONS PLA 2311-2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 4 - AHWFB CARDIOLOGY - COUNTRY CLUB 4610 COUNTRY CLUB ROAD WINSTONSALEM NC 27104 SPECIALTY CARE CLINIC 5 - AHWFB CARE PLUS - DOWNTOWN HEALTH PLAZA 1200 N MARTIN LUTHER KING JR DRIVE WINSTONSALEM NC 27101 PRIMARY CARE 6 - AHWFB COMP FETAL CARE CENTER - SHEPHERD 500 SHEPHERD STREET SUITE 200 WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 7 - AHWFB DERMATOLOGIC SURGERY - COUNTRY CLU 4618 COUNTRY CLUB ROAD WINSTONSALEM NC 27104 SPECIALTY CARE CLINIC 8 - AHWFB DIABETES & ENDOCRINOLOGY CENTER - 4610 COUNTRY CLUB ROAD WINSTONSALEM NC 27104 SPECIALTY CARE CLINIC 9 - AHWFB DIALYSIS ACCESS GROUP 120 MILLER STREET STE B WINSTONSALEM NC 27103 DIALYSIS CENTER 10 - AHWFB DIGESTIVE HEALTH SERVICES - SHEPHE 500 SHEPHERD ST WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 11 - AHWFB ENTHEAD & NECK SURGERY - CLEMMONS 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 12 - AHWFB ENTHEAD & NECK SURGERY - MEDICAL 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 13 - AHWFB FACIAL PLASTICS & RECONSTRUCTIVE S 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 14 - AHWFB GENERAL DERMATOLOGY - COUNTRY CLUB 4616 COUNTRY CLUB RD WINSTONSALEM NC 27104 SPECIALTY CARE CLINIC 15 - AHWFB GENERAL DERMATOLOGY - DHP 1200 N MARTIN LUTHER KING JR DRIVE WINSTONSALEM NC 27101 SPECIALTY CARE CLINIC 16 - AHWFB GYNECOLOGIC ONCOLOGY - STATESVILLE 365 BROOKDALE DR STATESVILLE NC 28677 SPECIALTY CARE CLINIC 17 - AHWFB HEMATOLOGY & ONCOLOGY - CLEMMONS 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 18 - AHWFB HEMATOLOGY & ONCOLOGY - ELKIN 401 ELDON PARKS DRIVE ELKIN NC 28621 SPECIALTY CARE CLINIC 19 - AHWFB HEMATOLOGY & ONCOLOGY - LEXINGTON 107 W MEDICAL PARK DR STE 101 LEXINGTON NC 27292 SPECIALTY CARE CLINIC 20 - AHWFB HEMATOLOGY & ONCOLOGY - MT AIRY 450 PRICE STREET MT AIRY NC 27030 SPECIALTY CARE CLINIC 21 - AHWFB KIDNEY SERVICES - DHP 1200 N MARTIN LUTHER KING JR DRIVE WINSTONSALEM NC 27101 SPECIALTY CARE CLINIC 22 - AHWFB NEUROLOGY - DOWNTOWN HEALTH PLAZA 1200 N MARTIN LUTHER KING JR DRIVE WINSTONSALEM NC 27101 SPECIALTY CARE CLINIC 23 - AHWFB NEUROLOGY - MEDICAL PLAZA MILLER 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 24 - AHWFB NEUROLOGY - SHEPHERD 500 SHEPHERD ST WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 25 - AHWFB NEUROPSYCHOLOGY - MEDICAL PLAZA MI 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 26 - AHWFB OBSTETRICS & GYNECOLOGY - CLEMMONS 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 27 - AHWFB OBSTETRICS & GYNECOLOGY - DOWNTOWN 1200 N MARTIN LUTHER KING JR DRIVE WINSTONSALEM NC 27101 SPECIALTY CARE CLINIC 28 - AHWFB OBSTETRICS & GYNECOLOGY - SHEPHERD 500 SHEPHERD STREET SUITE 201 WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 29 - AHWFB ORTHOPAEDIC ONCOLOGY - MEDICAL MIL 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 30 - AHWFB ORTHOPAEDICS - MEDICAL PLAZA MILLE 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 31 - AHWFB ORTHOPEDICS FRACTURE PREVENTION - 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 32 - AHWFB PAIN SERVICES - BROOKSTOWN 605 COTTON STREET STE 100 WINSTONSALEM NC 27101 SPECIALTY CARE CLINIC 33 - AHWFB PEDIATRIC DIABETES CENTER - COUNTR 4610 COUNTRY CLUB ROAD WINSTONSALEM NC 27104 SPECIALTY CARE CLINIC - PEDIATRICS 34 - AHWFB PEDIATRIC ENDOCRINOLOGY - CLEMMONS 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC - PEDIATRICS 35 - AHWFB PEDIATRIC ENTHEAD & NECK SURGERY 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 36 - AHWFB PEDIATRIC GASTROENTEROLOGY - CLEMM 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC - PEDIATRICS 37 - AHWFB PEDIATRIC GASTROENTEROLOGY - SHEPH 500 SHEPHERD STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC - PEDIATRICS 38 - AHWFB PEDIATRIC HEMATOLOGY - CLEMMONS 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC - PEDIATRICS 39 - AHWFB PEDIATRIC PSYCHOLOGY - CLEMMONS 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC - PEDIATRICS 40 - AHWFB PEDIATRIC PULMONARY - CLEMMONS 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC - PEDIATRICS 41 - AHWFB PEDIATRICS - WINSTON EAST 2295 EAST 14TH STREET WINSTONSALEM NC 27105 PRIMARY CARE - PEDIATRICS 42 - AHWFB PEDIATRICS DOWNTOWN HEALTH PLAZA 1200 N MARTIN LUTHER KING JR DRIVE WINSTONSALEM NC 27101 PRIMARY CARE - PEDIATRICS 43 - AHWFB PHYSICAL MEDICINE & REHABILITATION 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 44 - AHWFB RHEUMATOLOGY - CLEMMONS 2311 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 45 - AHWFB RHEUMATOLOGY - MEDICAL PLAZA MILLE 131 MILLER STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 46 - AHWFB SLEEP CENTER - SHEPHERD 500 SHEPHERD STREET WINSTONSALEM NC 27103 SPECIALTY CARE CLINIC 47 - AHWFB SPINE CENTER - CLEMMONS 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC 48 - AHWFB VEIN SERVICES - CLEMMONS 2341 LEWISVILLE-CLEMMONS ROAD CLEMMONS NC 27012 SPECIALTY CARE CLINIC PART I, LINE 3C: THE ORGANIZATION UTILIZES COMMERCIALLY AVAILABLE FINANCIAL PROFILING AND CREDIT SCORING TECHNOLOGIES TO DETERMINE ELIGIBILITY FOR FINANCIAL ASSISTANCE DISCOUNTS UNDER ITS FAP POLICY. ADDITIONAL ELIGIBILITY CRITERIA INCLUDES THE FOLLOWING: -PATIENT MUST BE UNINSURED OR HAVE NO OTHER THIRD PARTY FUNDING SOURCE OR GUARANTOR-SERVICES FOR WHICH DISCOUNTS APPLY MUST BE EMERGENT AND MEDICALLY NECESSARY-PATIENT MUST BE A VALID RESIDENT WITHIN A ZIP CODE BOUNDED BY OR INTERSECTING ONE OF THE COUNTIES DEFINED AS ATRIUM HEALTH WAKE FOREST BAPTIST'S SERVICE AREA-PATIENT MUST ENROLL IN ALL OTHER PRIMARY PAYER PROGRAMS FOR WHICH THE PATIENT IS ELIGIBLE AND MUST ASSIGN BENEFITS TO ATRIUM HEALTH WAKE FOREST BAPTIST EXCEPT IN THE CASE WHERE SUCH POLICY PREMIUM FOR ENROLLMENT WOULD RESULT IN MEDICAL INDIGENCE. PART I, LINE 6A: THE CONSOLIDATED COMMUNITY BENEFIT TOTAL OF THE ACADEMIC HEALTH SYSTEM IS REPORTED AT WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/COMMUNITY-BENEFITS. THIS CONSOLIDATED TOTAL IS CALCULATED IN ACCORDANCE WITH REPORTING GUIDELINES ISSUED BY THE NORTH CAROLINA HEALTHCARE ASSOCIATION, WHICH DIFFER FROM FORM 990, SCHEDULE H INSTRUCTIONS. A SIGNIFICANT PORTION OF COMMUNITY BENEFIT ACTIVITIES CONDUCTED BY THE ACADEMIC HEALTH SYSTEM ARE NOT REPORTED ON FORM 990, SCHEDULE H BECAUSE MANY COMMUNITY BENEFIT ACTIVITIES ARE NOT CONDUCTED BY AN ENTITY THAT IS A 501(C)(3) HOSPITAL. PART I, LINE 7: THE ORGANIZATION USED THE WORKSHEETS PROVIDED IN THE INSTRUCTIONS TO FORM 990, SCHEDULE H TO COMPUTE ITS COST TO CHARGE RATIO.PART I, LINE 7B MEDICAID DIRECT OFF-SETTING REVENUEIN ADDITION TO FEE FOR SERVICE REVENUE, THE HOSPITAL RECEIVES ENHANCED CLAIMS PAYMENTS FUNDED BY A PROVIDER ASSESSMENT ADMINISTERED BY THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES. UNDER THE PROGRAM, A TAX IS ASSESSED AGAINST TOTAL HOSPITAL EXPENSES AND THE FEDERAL GOVERNMENT MATCHES THE ASSESSMENT AT A RATE OF NEARLY 2 TO 1. THE PROCEEDS ARE THEN USED TO FUND ENHANCED FEE FOR SERVICES RATES ALONG WITH A DISPROPORTIONATE SHARE PAYMENT BACK TO HOSPITALS. PART I, LN 7 COL(F): THE ORGANIZATION'S PATIENT BAD DEBT EXPENSE PER THE AUDITED FINANCIAL STATEMENTS WAS $147,504,018 FOR THE YEAR ENDED DECEMBER 31, 2024. THIS AMOUNT IS NOT INCLUDED IN THE CALCULATION OF CHARITY CARE FOR PART I, LN 7. PART II, COMMUNITY BUILDING ACTIVITIES: ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), OF WHICH THE HOSPITAL IS AN INTEGRAL PART, IS COMMITTED TO COMMUNITY OUTREACH, EDUCATION, RESEARCH, CHARITY CARE, AND OTHER EFFORTS TO IMPROVE THE LIVES OF ALL RESIDENTS IN THE COMMUNITIES IT SERVES THROUGH SEVERAL PROGRAMS AND INITIATIVES. THE ORGANIZATION PROVIDES RESOURCES AND FINANCIAL SUPPORT TO OTHER LOCAL NON-PROFIT ORGANIZATIONS WHOSE MISSIONS ARE TO IMPROVE PUBLIC HEALTH BY ADDRESSING THE ROOT CAUSES OF HEALTH ISSUES BY FOCUSING ON THE SOCIAL DETERMINANTS OF HEALTH SUCH AS POVERTY, SAFE HOUSING AND TRANSPORTATION, LACK OF EDUCATION, RACISM, AND OTHER SOCIAL DISPARITIES. ADDITIONALLY, HOSPITAL TEAMMATES PROVIDE COMMUNITY SUPPORT BY SERVING ON LOCAL BOARDS FOR COMMUNITY-BASED ORGANIZATIONS OR PARTICIPATING IN COMMUNITY COALITIONS OR TASKFORCES. PART III, LINE 2: THE ORGANIZATION USED WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS TO COMPUTE A COST TO CHARGE RATIO, WHICH IS USED TO CALCULATE BAD DEBT AT COST. BAD DEBT HAS NOT BEEN INCLUDED IN THE COMPUTATION OF COMMUNITY BENEFIT ON PART I, LINE 7. PART III, LINE 4: FOOTNOTE 2 (PATIENT SERVICE REVENUE) ON PAGE 12 OF THE AUDITED FINANCIAL STATEMENTS DESCRIBES THE TREATMENT OF BAD DEBT. PART III, LINE 8: THE HOSPITAL USES AN OVERALL COST TO CHARGE RATIO CALCULATION BASED ON AUDITED FINANCIAL STATEMENTS BUT REMOVES COSTS ASSOCIATED WITH BAD DEBT, GME, COMMUNITY HEALTH IMPROVEMENT, COMMUNITY BUILDING, AND CHARITY CARE SO AS NOT TO COUNT THOSE COSTS TWICE. PART III, LINE 9B: THE HOSPITAL MAKES A REASONABLE EFFORT TO DETERMINE AN INDIVIDUAL'S ELIGIBILITY FOR FINANCIAL ASSISTANCE BEFORE ENGAGING IN ANY COLLECTION ACTIONS. ALL COLLECTION ACTIONS WILL BE SUSPENDED IF THE INDIVIDUAL SUBMITS A COMPLETED FAP APPLICATION DURING THE APPLICATION PERIOD, OR IF THE INDIVIDUAL SUBMITS AN INCOMPLETE APPLICATION DURING THE APPLICATION PERIOD THAT IS SUBSEQUENTLY COMPLETED WITHIN A REASONABLE TIME AFTER THE HOSPITAL REQUESTS FURTHER INFORMATION. IF THE INDIVIDUAL IS DETERMINED NOT TO BE ELIGIBLE FOR A FULL DISCOUNT UNDER THE FAP, ANY COLLECTION ACTIVITIES WILL BE RESUMED AS TO THE OUTSTANDING BALANCE OWED. IF THE INDIVIDUAL IS DETERMINED TO BE ELIGIBLE FOR ASSISTANCE UNDER THE FAP, APPROPRIATE MEASURES ARE TAKEN TO REFUND ANY AMOUNTS OWED TO THE INDIVIDUAL AND REVERSE OR MODIFY COLLECTION ACTIONS CONSISTENT WITH THE NEW BALANCE OWED AFTER APPLYING THE APPLICABLE FAP DISCOUNTS. PART VI, LINE 2: THE HOSPITAL FACILITY'S MOST RECENT CHNA WAS BASED ON A SET OF BEST PRACTICES FOR COMMUNITY HEALTH ASSESSMENTS WITH THE PURPOSE OF IDENTIFYING REGIONAL PRIORITY AREAS TO FOCUS ON FOR CY2022 TO CY2024. THE PROCESS WAS DESIGNED TO RELY ON EXISTING PUBLIC DATA, DIRECTLY ENGAGING COMMUNITY STAKEHOLDERS, AND COLLABORATE WITH LOCAL PUBLIC HEALTH, OTHER HEALTH CARE PROVIDERS; AS WELL AS, COMMUNITY PARTNERS SUCH AS FAITH NETWORKS RELEVANT TO THE SOCIAL FACTORS UNDERLYING PATTERNS OF ACCESS. THE ASSESSMENT WAS CONDUCTED IN THREE STAGES: 1) DATA REVIEW OF PRIMARY AND SECONDARY SOURCES, 2) SETTING PRIORITIES, AND 3) COMMUNITY ASSET INVENTORY. THE DATA REVIEW AND PRIORITY SETTING PHASES BEGAN WITH THE COMPILATION OF EXISTING HEALTH-RELATED DATA. STAKEHOLDERS REVIEWED MULTIPLE DATA SETS INCLUDING LOCAL PUBLIC HEALTH NEEDS ASSESSMENTS, NORTH CAROLINA INDICATORS FOR COMMUNITY HEALTH ASSESSMENT, INTERNAL DISEASE REGISTRIES, COUNTY HEALTH RANKINGS, AND OTHERS. COMMUNITY FEEDBACK IN THE FORM OF RESIDENT SURVEYS AND INTERVIEWS WITH COMMUNITY LEADERS THAT REPRESENT THE UNDERSERVED AND VULNERABLE POPULATIONS WERE ALSO CONSIDERED. ONCE COMMUNITY HEALTH NEEDS WERE IDENTIFIED, AN INTERNAL STEERING COMMITTEE AND SENIOR LEADERSHIP REVIEWED A SET OF CRITERIA TO DEVELOP THE PRIORITY RANKINGS. EACH IDENTIFIED HEALTH NEED WAS REVIEWED AND ASSIGNED A VALUE WITH THE GREATEST WEIGHT PLACED UPON HEALTH DISPARITIES ASSOCIATED WITH THE NEED, THE BURDEN OF THE HEALTH NEED, THE FEASIBILITY OF INTERVENTIONS, AND THE IMPORTANCE THE COMMUNITY PLACES ON ADDRESSING THE HEALTH NEED. FINALLY, THE HOSPITAL FACILITY DEVELOPED AN IMPLEMENTATION STRATEGY TO IDENTIFY THE MEANS THROUGH WHICH IT PLANS TO ADDRESS THOSE PRIORITIZED NEEDS THAT ARE CONSISTENT WITH THE CHARITABLE MISSION AS PART OF ITS COMMUNITY BENEFIT PROGRAMS FOR THE NEXT THREE CALENDAR YEARS. BEYOND PROGRAMS ADDRESSED IN THE IMPLEMENTATION STRATEGY, THE HOSPITAL FACILITY WILL CONTINUE TO ADDRESS MANY OF THE PRIORITIES BY PROVIDING CARE TO ALL, REGARDLESS OF ABILITY TO PAY. PART VI, LINE 3: THE ORGANIZATION USES A VARIETY OF MEANS TO EDUCATE AND INFORM PATIENTS OF THEIR FINANCIAL ASSISTANCE OPTIONS. INFORMATION REGARDING FINANCIAL ASSISTANCE CAN BE FOUND ON THE HOSPITAL FACILITY'S WEBSITE, IN PAMPHLETS, CONSPICUOUSLY DISPLAYED SIGNAGE, PATIENT BILL STATEMENTS, AND FROM TEAMMATES DURING CONVERSATIONS CONCERNING A PATIENT'S LIABILITY FOR SERVICES. THE HOSPITAL FACILITY EMPLOYS A PRE-SERVICE FINANCIAL CLEARANCE PROCESS THAT SCREENS PATIENTS PRIOR TO SERVICE DELIVERY FOR EXISTING OR AVAILABLE PAYER SOURCES AS A MEANS OF AVOIDING BAD DEBT AND INAPPROPRIATE BILLING TO PATIENTS WITHOUT THE MEANS TO PAY. IF A PAYER SOURCE IS IDENTIFIED, TEAMMATES WILL ASSIST THE PATIENT WITH ENROLLMENT. PART VI, LINE 4: THE ORGANIZATION (DBA ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER) SERVES A 24 COUNTY SERVICE AREA IN NORTH CAROLINA AND VIRGINIA. THE PRIMARY AND SECONDARY SERVICE AREAS INCLUDE: -PRIMARY SERVICE AREA COUNTIES - FORSYTH, DAVIE, DAVIDSON, GUILFORD, STOKES, SURRY, YADKIN, ALL OF WHICH ARE IN NORTH CAROLINA-SECONDARY SERVICE AREA COUNTIES - ROCKINGHAM, RANDOLPH ROWAN, IREDELL, CATAWBA, ALEXANDER, WILKES, ALLEGHANY, ASHE, WATAUGA, CALDWELL, BURKE, ALL IN NORTH CAROLINA, AND GRAYSON, CARROLL, PATRICK, HENRY, AND PITTSYLVANIA COUNTIES IN VIRGINIA. THE HOSPITAL IS LOCATED IN CENTRAL FORSYTH COUNTY, NORTH CAROLINA, THE 4TH LARGEST COUNTY IN THE STATE. THE COUNTY COVERS 408.1 SQUARE MILES AND HAS A POPULATION OF 382,295. GIVEN THE ENORMOUSLY WIDE SERVICE AREA, IT IS RESOURCE PROHIBITIVE TO PARTICIPATE AND FUND HEALTH ASSESSMENTS IN EACH COMMUNITY/COUNTY FROM WHICH ITS PATIENT POPULATION ORIGINATES. THEREFORE, THE PRIMARY COMMUNITY BENEFIT SERVICE AREA ("CBSA") IS FORSYTH COUNTY, NORTH CAROLINA. BELOW IS A DEMOGRAPHIC SNAPSHOT OF THE POPULATION OF FORSYTH COUNTY:POPULATION BY RACE/ETHNICITY--NON-HISPANIC WHITE: 56.3%--NON-HISPANIC AFRICAN-AMERICAN: 27.5%--HISPANIC OR LATINO: 13.3%--ASIAN: 2.6%--ALL OTHER: 0.3%POPULATION BY AGE DISTRIBUTION--UNDER 18 YEARS OLD: 22.7%--65 YEARS OLD & OVER: 16.4%POPULATION BY SEX--MALE: 47.3%--FEMALE: 52.7%INCOME--MEDIAN FAMILY HOUSEHOLD: $59,879--PERSONS IN POVERTY: 15.2%UNINSURED POPULATION UNDER AGE 65: 14.2% PART VI, LINE 5: ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), OF WHICH THE HOSPITAL IS AN INTEGRAL PART, IS COMMITTED TO BEING RESPONSIVE TO THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES THROUGH A NUMBER OF PROGRAM ACTIVITIES AND COMMUNITY HEALTH IMPROVEMENT INITIATIVES. AHWFB HAS ADOPTED AND MAINTAINED A FINANCIAL ASSISTANCE POLICY, PROVIDES SUBSIDIZED HEALTH SERVICES TO PATIENTS IN NEED, AND ACCEPT ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL OPERATES AND EMERGENCY ROOM THAT IS OPEN 24/7, AND ITS GOVERNING BOARD IS PREDOMINATELY COMPRISED OF LEADERS WITHIN THE COMMUNITY THE HOSPITAL SERVES. FUNDS ARE REINVESTED IN HEALTH IMPROVEMENT INITIATIVES TO BETTER SERVE THE COMMUNITY HEALTH NEEDS, INCLUDING IMPROVEMENT OF FACILITIES AND MEDICAL SERVICES WITH THE LATEST TECHNOLOGICAL ADVANCES. CASH AND IN-KIND DONATIONS ARE GIVEN TO LOCAL NON-PROFIT COMMUNITY ORGANIZATIONS AND USED TO FUND COMMUNITY BASED HEALTH IMPROVEMENT PROGRAMMING. SUCH PROGRAMMING INCLUDES BESTHEALTH COMMUNITY EDUCATION CLASSES, CHRONIC DISEASE SELF-MANAGEMENT PROGRAMS, PUBLIC HEALTH SCREENINGS, CAREGIVER ACADEMY, AND OTHER HEALTH EDUCATION EVENS HELD LOCALLY THROUGHOUT THE YEAR. PART VI, LINE 6: THE FILING ORGANIZATION IS A MAJOR COMPONENT OF ATRIUM HEALTH WAKE FOREST BAPTIST, A PREEMINENT ACADEMIC HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION. TOGETHER WITH AN INTEGRATED GROUP OF 501(C)(3) HOSPITALS, PHYSICIAN NETWORKS, OTHER HEALTHCARE PROVIDERS, AND WAKE FOREST UNIVERSITY HEALTH SCIENCES (WHICH OPERATES WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE), THE ORGANIZATION IS COMMITTED TO PROVIDING SIGNIFICANT BENEFITS TO THE COMMUNITIES IT SERVES ACROSS NORTHWESTERN NORTH CAROLINA. EACH HOSPITAL ORGANIZATION REPORTS ITS OWN COMMUNITY BENEFIT ON FORM 990, SCHEDULE H. COMMUNITY BENEFITS OF THE ACADEMIC HEALTH SYSTEM ARE PUBLISHED IN A CONSOLIDATED COMMUNITY BENEFIT REPORT, LOCATED AT WWW.WAKEHEALTH.EDU/ABOUT-US/SERVING-OUR-COMMUNITIES/COMMUNITY-BENEFITS. THIS CONSOLIDATED TOTAL IS CALCULATED IN ACCORDANCE WITH REPORTING GUIDELINES ISSUED BY THE NORTH CAROLINA HEALTHCARE ASSOCIATION, WHICH DIFFER FROM FORM 990, SCHEDULE H INSTRUCTIONS. A SIGNIFICANT PORTION OF COMMUNITY BENEFIT ACTIVITIES CONDUCTED BY THE ACADEMIC HEALTH SYSTEM ARE NOT REPORTED ON FORM 990, SCHEDULE H BECAUSE MANY COMMUNITY BENEFIT ACTIVITIES ARE NOT CONDUCTED BY AN ENTITY THAT IS A 501(C)(3) HOSPITAL. PART VI, LINE 7, REPORTS FILED WITH STATES NC 1 KALEIDEUM 400 W HANES MILL ROAD WINSTONSALEM NC 27105 560815746 501(C)(3) 200000 0 SUPPORTING CHILDREN'S MUSEUM AND SCIENCE CENTER PIEDMONT REGIONAL TRAUMA SYSTEMS MEDICAL CENTER BLVD WINSTONSALEM NC 27157 562036036 501(C)(3) 100000 0 SUPPORTING INTEGRATED TRAUMA SYSTEM HABITAT FOR HUMANITY OF FORSYTH COUNTY INC 1023 W 14TH STREET WINSTONSALEM NC 27105 561448955 501(C)(3) 50000 0 SUPPORTING PROGRAMS THAT PROVIDE HOUSING TO UNDERPRIVILEGED CCFC ACADEMY 410 W ENGLISH RD STE A351 HIGH POINT NC 27262 934783902 501(C)(3) 50000 0 SUPPORTING PROGRAMS THAT CREATE A LEVEL PLAYING FIELD FOR EVERY CHILD REGARDLESS OF THER SOCIOECONOMIC BACKGROUND AMERICAN HEART ASSOCIATION 101 CENTREPORT DRIVE GREENSBORO NC 27409 135613797 501(C)(3) 44600 0 SUPPORTING CARDIOVASCULAR RESEARCH AND PROGRAMS NEIGHBORS FOR BETTER NEIGHBORHOODS PO BOX 20473 WINSTONSALEM NC 27120 311598244 501(C)(3) 28000 0 SUPPORTING SERVICES THAT ADDRESS CIVIC ACCOUNTABILITY OF THE NEIGHBORHOODS OF WINSTON-SALEM AND FORSYTH COUNTY LEADERSHIP WINSTON-SALEM 624 WEST SIXTH STREET SUITE 110 WINSTONSALEM NC 27101 581574887 501(C)(3) 26820 0 SUPPORTING PROGRAMS TO IMPROVE THE COMMUNITY FORSYTH BACKPACK PROGRAM BOX 402 380-H KNOLLWOOD ST WINSTONSALEM NC 27103 461940233 501(C)(3) 25000 0 SUPPORTING PROGRAM TO FEED CHRONICALLY HUNGRY CHILDREN IN WINSTON-SALEM FORSYTH COUNTY NC SCHOOLS GREATER WINSTON-SALEM CHAMBER OF COMMERCE FOUNDATION INC 525 VINE STREET SUITE 240 WINSTONSALEM NC 27101 510167887 501(C)(3) 20000 0 SUPPORTING MINORITY BUSINESS ENTERPRISE SECOND HARVEST FOOD BANK OF NORTHWEST NORTH CAROLINA 3330 SHOREFAIR DRIVE WINSTONSALEM NC 27105 581457912 501(C)(3) 20000 0 SUPPORTING SERVICES THAT INCREASE FOOD SECURITY AND CREATE PATHWAYS THAT BUILD A STRONGER COMMUNITY HOSPITAL HOSPITALITY HOUSE OF WINSTON-SALEM DBA SECU FAMILY HOUSE 1970 BALDWIN LANE WINSTONSALEM NC 27103 203604576 501(C)(3) 18000 0 SUPPORTING PROGRAM PROVIDING AFFORDABLE LODGING TO PATIENTS RONALD MCDONALD HOUSE 419 S HAWTHORNE ROAD WINSTONSALEM NC 27103 581454715 501(C)(3) 8000 0 SUPPORTING PROGRAM FOR CHILDREN RECEIVING MEDICAL CARE DAVIE COMMUNITY FOUNDATION 107 N SALISBURY ST MOCKSVILLE NC 27028 581850531 501(C)(3) 10500 0 SUPPORTING PROGRAMS THAT PROMOTE PHILANTHROPY IN THE COMMUNITY WINSTON STARTS 500 W FIFTH STREET NO 400 WINSTONSALEM NC 27101 821573081 501(C)(3) 10000 0 SUPPORTING PROGRAMS TO HELP ENTREPRENEURIAL COMMUNITY IN WINSTON-SALEM DAVIE COUNTY CHAMBER OF COMMERCE 135 S SALISBURY ST MOCKSVILLE NC 27028 581314401 501(C)(6) 8400 0 SUPPORTING PROGRAMS THAT ADVANCE THE ECONOMIC AND CIVIC INTERESTS OF THE BUSINESS COMMUNITY HOSPICE AND PALLIATIVE CARE CENTER 101 HOSPICE LANE WINSTONSALEM NC 27103 581343313 501(C)(3) 7500 0 SUPPORTING FACILITIES & PROGRAMS FOR SERIOUSLY ILL PATIENTS CANCER SERVICES INC 3175 MAPLEWOOD AVE WINSTONSALEM NC 27103 560656375 501(C)(3) 7000 0 SUPPORTING PROGRAMS TO EDUCATE/ENHANCE LIFE FOR CANCER PATIENTS 16 1 MEDICAL SCHOLARSHIPS 33 197227 PATIENT FINANCIAL ASSISTANCE (HOUSING, FOOD, UTILITIES) 71 75175 PATIENT REHABILITATION 406 2656159 MEDICAL STUDENT ASSISTANCE 300 155033 PATIENT TRANSPORTATION 5608 200887 FMV TRANSPORTATION FOR INDIGENT PATIENTS MEDICAL SUPPLIES 9 35181 FMV MEDICAL SUPPLIES FOR INDIGENT PATIENTS PART I, LINE 2: THE HOSPITAL FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE HOSPITAL MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS DISBURSED. X X X X X 1 1 0 0 0 0 0 0 0 JULIE ANN FREISCHLAG MD CEO OF AHWFB 2476070 0 4358126 0 760433 0 19092 0 20999 0 7634720 0 688380 0 BRADLEY A CLARK EVP, TREASURER 1697429 0 713004 0 103270 0 390217 0 29172 0 2933092 0 80691 0 TERRY G WILLIAMS FORMER OFFICER 952718 0 1207345 0 44379 0 215292 0 33320 0 2453054 0 0 0 L EBONY BOULWARE MD DEAN, WFU SOM 846346 0 866068 0 4682 0 22962 0 12631 0 1752689 0 0 0 J MCLAIN WALLACE JR SVP, GEN COUNSEL & SEC 0 599511 0 371024 0 688567 0 22898 0 7329 0 1689329 0 682207 DAVID ZAAS MD PRES, HEALTH SYSTEM 966108 0 322398 0 25504 0 24505 0 15664 0 1354179 0 0 0 KEVIN P HIGH MD FORMER OFFICER 340084 0 862143 0 74969 0 21840 0 23310 0 1322346 0 46500 0 CATHLEEN WHEATLEY DNP PRES WFBMC, SVP CNO 0 760917 0 319461 0 169286 0 23363 0 -4422 0 1268605 0 155457 A MICK FISHER SVP, CHRO WFB 0 562767 0 354365 0 68180 0 25992 0 8820 0 1020124 0 38561 LISA M MARSHALL VP, CHIEF PHIL OFF 0 437593 0 156899 0 379941 0 24163 0 7212 0 1005808 0 374244 ALISA STARBUCK DNP PRES BRENNER'S CH HOSP 0 423022 0 142800 0 304787 0 23801 0 16347 0 910757 0 309449 TODD BANKHEAD SVP CLINICAL OPS, COO 0 536718 0 234098 0 91308 0 23435 0 15858 0 901417 0 86626 MICHAEL T WAID SVP HLTH SYS OPS & INTG 0 482960 0 234168 0 119540 0 23435 0 27322 0 887425 0 91858 STEPHAN L LILLIE SVP & CFO AHWFB 0 409266 0 256504 0 869 0 25707 0 36339 0 728685 0 0 PART I, LINE 3 THE COMPENSATION AND BENEFITS COMMITTEE (THE "COMMITTEE") OF THE ADVOCATE HEALTH, INC. BOARD OF DIRECTORS HAS AUTHORITY AS THE (MARKET REGION) DELEGATES TO IT, FOR THE REVIEW AND APPROVAL OF SENIOR EXECUTIVE COMPENSATION, INCLUDING SENIOR EXECUTIVE INCENTIVE PLANS. NO MEMBER OF THE COMMITTEE IS AN EMPLOYEE OF (MARKET REGION). THE COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT EXPERIENCED IN HEALTHCARE TO PROVIDE THE COMMITTEE WITH COMPENSATION COMPARABILITY DATA FOR NEW EXECUTIVE POSITION APPOINTMENTS AND FOR COMPENSATION REVIEWS FOR EXISTING EXECUTIVES. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH (MARKET REGION) POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING COMMITTEE MEMBER AND COMPENSATION CONSULT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE, STRUCTURE, AND COMPLEXITY, AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE COMMITTEE ARE MAINTAINED IN THE ADVOCATE HEALTH, INC. LEGAL DEPARTMENT. PART I, LINES 4A-B CERTAIN OFFICERS, KEY EMPLOYEES, AND/OR HIGHLY COMPENSATED EMPLOYEES OF THE FILING ORGANIZATION PARTICIPATED IN AND/OR RECEIVED PAYMENTS FROM A NON-QUALIFIED DEFERRED COMPENSATION PLAN (RESTORATION OR SERP) AND/OR RECEIVED PAYMENTS FOR SEVERANCE. THE DETERMINATION OF THE PAYMENT AMOUNT FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS FOLLOWED THE EMPLOYMENT ORGANIZATION'S COMPENSATION PROCEDURES. THE FOLLOWING DIRECTORS, OFFICERS, KEY EMPLOYEES, AND/OR HIGHLY COMPENSATED EMPLOYEES RECEIVED PAYMENTS FOR SEVERANCE AND/OR PAYMENTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS DURING THE CURRENT TAX YEAR: SEVERANCE: NONE NON-QUALIFIED DEFERRED COMPENSATION PAYMENTS: JULIE A. FREISCHLAG, MD 688,380 J. MCLAIN WALLACE, JR. 682,207 BRADLEY A. CLARK 362,617 LISA MARSHALL 374,244 ALISA STARBUCK, DNP 309,449 CATHLEEN WHEATLEY, DNP 155,457 MICHAEL T. WAID 91,858 TODD BANKHEAD 86,626 KEVIN P. HIGH, MD 46,500 A. MICK FISHER 38,561 FORM 990, PART VII, LINE 5 - COMPENSATION FROM UNRELATED ORGANIZATIONS THE FOLLOWING OFFICERS WERE COMPENSATED BY WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS), AN AFFILIATED BUT UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION. SEE PART VII AND SCHEDULE J, PART II FOR THEIR COMPENSATION. JULIE A. FREISCHLAG, MD KEVIN P. HIGH, MD DAVID ZAAS, MD L. EBONY BOULWARE, MD THE FOLLOWING OFFICERS WERE COMPENSATED BY THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY ("CMHA", DOING BUSINESS AS ATRIUM HEALTH), AN AFFILIATED BUT UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ORGANIZATION. SEE PART VII AND SCHEDULE J, PART II FOR THEIR COMPENSATION. BRADLEY A. CLARK TERRY G. WILLIAMS A NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 NONEAVAIL 2012-12-31 80000000 VARIOUS CAPITAL PROJECTS 0 0 0 B NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DMM0 2012-11-15 122822821 VARIOUS CAPITAL PROJECTS 0 0 0 C NORTH CAROLINA MEDICAL CARE COMMISSION 521309402 65821DWH0 2019-03-07 73819143 VARIOUS CAPITAL PROJECTS 0 0 0 D PUBLIC FINANCE AUTHORITY 273866124 74442PPM1 2020-05-14 230450000 CURRENT REFUNDING 0 0 0 A 80000000 1000 79999000 2014 0 0 1 1 B 122822821 2485 122820336 2013 0 0 1 1 C 73989751 630814 73358937 2019 0 0 1 1 D 65445000 230450000 230450000 2020 1 0 1 1 A 0 1 0 0 0 0 1 B 0 1 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 1 0 0 0 0 0 1 C 0 0 0 1 1 0 0 0 1 D 0 1 0 0 1 0 0 0 1 A 1 B 1 C 1 D 1 PART I, ROW C, COLUMN E: THE SERIES 2019 ISSUE WAS ISSUED AS ONE ISSUE FOR FEDERAL TAX PURPOSES IN THE AMOUNT OF $212,563,368. THE AMOUNT OF $73,819,143 IS THE PORTION OF THE ISSUE NORTH CAROLINA BAPTIST HOSPITAL IS RESPONSIBLE FOR. THE OTHER PORTIONS OF THE ISSUE ARE REPORTED ON SCHEDULE K OF FORM 990 FOR WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ($92,690,857) AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ($46,053,368). PART I, ROW D, COLUMN F: PURPOSE OF THE ISSUE WAS TO REFUND THE 2010 ISSUE DATED: 3/1/2020. PART II, LINE 11, COLUMN D: THE OTHER SPENT PROCEEDS ARE THE CURRENT REFUNDING PROCEEDS OF THE ISSUE. PART II, LINE 3, COLUMN C: THE TOTAL PROCEEDS EXCEED THE ISSUE PRICE BY THE INVESTMENT EARNINGS EARNED AS OF 6/30/2020. PART III, COLUMN D: ALL ISSUES REFUNDED BY THE 2020 ISSUE ARE EITHER PRIOR TO 01/01/2003 OR THROUGH A SERIES OF REFUNDINGS THAT REFUND AN ISSUE THAT WAS ISSUED PRIOR TO 01/01/2003. ACCORDINGLY, THIS ISSUE IS EXEMPT FROM PART III REPORTING. PART IV, LINE 2C, COLUMN A: A REBATE CALCULATION WAS PERFORMED, WITH NO REBATE BEING DUE ON 12/12/2014. PART IV, LINE 2C, COLUMN C: A REBATE CALCULATION WAS PERFORMED, WITH NO REBATE BEING DUE ON 3/7/22. PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS NORTH CAROLINA BAPTIST HOSPITAL (NCBH), THE FILING ORGANIZATION, IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), A PREEMINENT ACADEMIC HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION AND INNOVATION. THE FOLLOWING PARAGRAPHS ARE PROVIDED TO EXPLAIN THE RELATIONSHIP OF THE FILING ORGANIZATION WITH OTHER ORGANIZATIONS WHICH TOGETHER COMPRISE "ATRIUM HEALTH WAKE FOREST BAPTIST", THE NAME NOT OF ANY ONE CORPORATE ENTITY, BUT USED GENERICALLY TO DESCRIBE A LARGE GROUP OF MOSTLY 501(C)(3) ORGANIZATIONS PERFORMING VARIOUS ACADEMIC MEDICAL CENTER ACTIVITIES IN NORTHWEST NORTH CAROLINA, INCLUDING PATIENT CARE, MEDICAL RESEARCH, TECHNOLOGY TRANSFER, AND MEDICAL EDUCATION. WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC) IS A NORTH CAROLINA NONPROFIT CORPORATION WHOSE THREE MEMBERS ARE WAKE FOREST UNIVERSITY, NCBH, AND ATRIUM HEALTH INC. (AHI) (EACH OF WHICH IS A NORTH CAROLINA NONPROFIT CORPORATION EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3)). PURSUANT TO AN AGREEMENT, INITIALLY ENTERED INTO ON JULY 1, 2010, AND SUBSEQUENTLY AMENDED AND RESTATED MULTIPLE TIMES INCLUDING, EFFECTIVE OCTOBER 9, 2020 AND AS AMENDED FEBRUARY 24, 2021 TO ADD ATRIUM HEALTH, INC. AS A PARTY THERETO (INITIALLY KNOWN AS THE MEDICAL CENTER INTEGRATION AGREEMENT AND NOW AS THE AMENDED AND RESTATED MEDICAL CENTER INTEGRATION AGREEMENT, OR THE "MCIA"), WFUBMC IS THE OVERALL UMBRELLA OPERATING ENTITY OF THE ATRIUM HEALTH SYSTEM'S NORTHWEST NORTH CAROLINA COMPONENT ENTITIES. NORTH CAROLINA BAPTIST HOSPITAL (NCBH) AND WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS) AND THEIR RESPECTIVE SUBSIDIARIES ARE OPERATED, PURSUANT TO DELEGATIONS IN THE MCIA, BY WFUBMC AS "ATRIUM HEALTH WAKE FOREST BAPTIST". WFUHS, IN TURN, OPERATES THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE. ON OCTOBER 9, 2020, THE CHARLOTTE MECKLENBURG HOSPITAL AUTHORITY (CMHA), WAKE FOREST UNIVERSITY, WFUBMC, WFUHS, AND THE FILING ORGANIZATION FORMED A SINGLE, INTEGRATED HEALTH CARE DELIVERY SYSTEM THROUGH A JOINT OPERATING COMPANY, ATRIUM HEALTH INC. (A NORTH CAROLINA NONPROFIT CORPORATION PREVIOUSLY ORGANIZED BY CMHA AND WFUBMC). THROUGH THIS HEALTH CARE SYSTEM INTEGRATION AND PURSUANT TO AN AGREEMENT KNOWN AS THE "ENTERPRISE AGREEMENT," ATRIUM HEALTH INC. MANAGES AND OVERSEES THE BUSINESS, FACILITIES, SERVICES, PERSONNEL, AND ACTIVITIES OF CMHA AND WFUBMC (COLLECTIVELY THE "ATRIUM ENTERPRISE"). THE ATRIUM ENTERPRISE ENCOMPASSES 40 HOSPITALS, INCLUDING FOUR CHILDREN'S CAMPUSES, AND MORE THAN 500 CARE SITES, ACROSS NORTH CAROLINA, SOUTH CAROLINA, GEORGIA, AND VIRGINIA. NOTE THAT THE FOLLOWING NARRATIVE INCLUDES IN SOME OF ITS DESCRIPTIONS THE ADDITIONAL OPERATIONS OF THE ATRIUM ENTERPRISE THROUGH HIGH POINT REGIONAL HEALTH (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER), LEXINGTON MEDICAL CENTER (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER), WRMC HOSPITAL OPERATING CORPORATION (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER) AND WAKE FOREST HEALTH NETWORK LLC, THE SOLE MEMBER OF EACH OF WHICH IS WFUBMC, AS WELL AS ORGANIZATIONS RELATED (OR UNRELATED BUT AFFILIATED) TO WFUBMC, IN ORDER TO PROVIDE A MORE COMPLETE PICTURE OF THE FILING ORGANIZATION'S ROLE IN THE INTEGRATED HEALTH SYSTEM'S COMPREHENSIVE ACTIVITIES. ATRIUM HEALTH WAKE FOREST BAPTIST IS NORTHWEST NORTH CAROLINA'S SOLE ACADEMIC LEARNING HEALTH SYSTEM, BRINGING TO THE REGION THE RESOURCES OF ONE OF AMERICA'S TOP HOSPITALS AND INNOVATIVE RESEARCH CENTERS AND A PREMIER MEDICAL SCHOOL, LOCATED ON THREE CAMPUSES. IT OPERATES THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, WHICH HAS A FACULTY OF OVER 3,000, INCLUDING PHYSICIANS AND BASIC SCIENTISTS WITH FULL OR ADJUNCT APPOINTMENTS. IN ADDITION TO THIS FACULTY, THE WAKE FOREST HEALTH NETWORK HAS MORE THAN 160 CLINICAL PRACTICES THROUGHOUT CENTRAL AND WESTERN NORTH CAROLINA. ATRIUM HEALTH WAKE FOREST BAPTIST HAS 1,510 LICENSED ACUTE CARE AND REHABILITATION BEDS ACROSS THE SYSTEM, WHICH ENCOMPASSES ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER ON ITS MAIN WINSTON-SALEM CAMPUS (885 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER (351 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER (94 BEDS), ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER (50 BEDS), AND ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER (130 BEDS). ATRIUM HEALTH WAKE FOREST BAPTIST ALSO INCLUDES THE COMPREHENSIVE CANCER CENTER, WHICH IS DESIGNATED AS SUCH BY THE NATIONAL CANCER INSTITUTE, AND BRENNER CHILDREN'S HOSPITAL. OVERALL, ATRIUM HEALTH WAKE FOREST BAPTIST SERVES A 24-COUNTY REGION IN NORTHWESTERN NORTH CAROLINA AND SOUTHWESTERN VIRGINIA AND DRAWS PATIENTS FROM ACROSS THE NATION FOR SELECT SERVICES. ATRIUM HEALTH WAKE FOREST BAPTIST IS THE DRIVING FORCE BEHIND THE ESTABLISHMENT OF INNOVATION QUARTER, A GROWING URBAN-BASED DISTRICT FOR RESEARCH, BUSINESS, AND EDUCATION IN BIOMEDICAL SCIENCE, INFORMATION TECHNOLOGY, CLINICAL SERVICES, AND ADVANCED MATERIALS. LOCATED IN DOWNTOWN WINSTON-SALEM, IT IS HOME TO MORE THAN 90 COMPANIES, FIVE LEADING ACADEMIC INSTITUTIONS, 3,600 WORKERS, AND 1,800 STUDENTS. GROUNDBREAKING RESEARCH AT THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE ALSO INCLUDES WAKE FOREST INNOVATIONS, A COMMERCIALIZATION ENTERPRISE FOCUSED ON ADVANCING HEALTH CARE THROUGH NEW MEDICAL TECHNOLOGIES AND BIOMEDICAL DISCOVERY. ADVOCATE AURORA HEALTH AND ATRIUM HEALTH FORMALLY COMBINED IN DECEMBER 2022 TO CREATE ADVOCATE HEALTH. IN ADDITION TO DELIVERING THE BEST HEALTH OUTCOMES AND MAKING CARE MORE ACCESSIBLE AND AFFORDABLE, ADVOCATE HEALTH IS COMMITTED TO BRINGING MEDICAL INNOVATIONS TO PATIENTS MORE QUICKLY, ADDRESSING THE ROOT CAUSES OF HEALTH INEQUITIES, ADVANCING POPULATION HEALTH, ENABLING CAREER ADVANCEMENT, AND ACHIEVING CARBON NEUTRALITY BY 2030. ADVOCATE HEALTH IS HEADQUARTERED IN CHARLOTTE, NC, WHILE MAINTAINING A STRONG PRESENCE IN THE CHICAGO, IL AND MILWAUKEE, WI AREAS, INCLUDING A PLANNED, NEW, MILWAUKEE-BASED INSTITUTE FOR HEALTH EQUITY. THE ADVOCATE HEALTH CARE, ATRIUM HEALTH, AND AURORA HEALTH CARE BRANDS WILL CONTINUE TO BE USED IN THEIR RESPECTIVE LOCAL COMMUNITIES, WITH WFUBMC, PRINCIPALLY THROUGH THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE SERVING AS THE ACADEMIC CORE OF THE COMBINED ENTITY. ADVOCATE HEALTH HAS 162,000 TEAMMATES AND SERVES NEARLY 6 MILLION PATIENTS ANNUALLY AS THE THIRD-LARGEST NONPROFIT INTEGRATED HEALTH SYSTEM IN THE NATION. THE NEWLY COMBINED ORGANIZATION COMPRISES MORE THAN 1,000 CARE SITES AND 69 HOSPITALS WITH MORE THAN 35,000 PHYSICIANS AND 42,000 NURSES. THE HEALTH SYSTEM DELIVERED OVER $6.189 BILLION OF TOTAL COMMUNITY BENEFIT IN 2024. FORM 990, PART III, LINE 4A 1. CLINICAL SERVICES ATRIUM HEALTH WAKE FOREST BAPTIST IS NATIONALLY RECOGNIZED FOR CLINICAL EXCELLENCE AND INTERNATIONALLY KNOWN FOR PIONEERING RESEARCH AND CLINICAL INNOVATION. IT OFFERS EXPERTISE IN MORE THAN 100 AREAS OF MEDICINE, ENCOMPASSING COMPREHENSIVE PREVENTIVE AND HIGHLY SPECIALIZED CARE FOR ALL AGES. ATRIUM HEALTH WAKE FOREST BAPTIST'S NETWORK INCLUDES THE 167-BED COMPREHENSIVE CANCER CENTER AND THE 144-BED BRENNER CHILDREN'S HOSPITAL, BOTH OF WHICH ARE ON THE ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER CAMPUS IN WINSTON-SALEM, AS WELL AS COMMUNITY HOSPITALS IN DAVIDSON, DAVIE, GUILFORD, AND WILKES COUNTIES. BRENNER CHILDREN'S HOSPITAL ALSO INCLUDES THE DALE AND KAREN SISEL NEONATAL INTENSIVE CARE UNIT, WITH 51 ALL-PRIVATE ROOMS. ACROSS ITS SERVICE AREA OF NORTHWEST NORTH CAROLINA AND SOUTHWEST VIRGINIA, ATRIUM HEALTH WAKE FOREST BAPTIST HAS SEVEN EMERGENCY DEPARTMENTS; 11 URGENT CARE LOCATIONS; 458 PHYSICIAN PRACTICES, INCLUDING PRIMARY CARE AND SPECIALTY CLINICS; 28 CANCER CARE LOCATIONS; AND THREE AMBULATORY SURGERY CENTERS. AS OF DECEMBER 31, 2024, ATRIUM HEALTH WAKE FOREST BAPTIST EMPLOYED 22,478 PEOPLE, INCLUDING OVER 2,000 PHYSICIANS, 2,700 ACTIVE MEDICAL STAFF; 3,200 PROVIDERS ALIGNED THROUGH ITS ACCOUNTABLE CARE ORGANIZATION AND CLINICALLY INTEGRATED NETWORK; 1,200 ADVANCED PRACTICE PROVIDERS; AND 4,500 NURSES. ATRIUM HEALTH WAKE FOREST BAPTIST CONTINUES TO INVEST IN THE COMMUNITIES IT SERVES THROUGH NEW AND EXPANDED FACILITIES AND SERVICES. IN 2024, THE HEALTH SYSTEM OPENED FOUR NEW LOCATIONS IN GREENSBORO, NORTH CAROLINA, INCLUDING A MEDICAL OFFICE BUILDING, AN URGENT CARE AND FAMILY MEDICINE CLINIC AND PEDIATRIC CLINICS. IT EXPANDED SERVICES IN EAST WINSTON-SALEM INTO A HISTORICALLY UNDERSERVED AREA AND RENAMED THE BUILDING THE KENNEDY-HOPKINS MEDICAL BUILDING, IN MEMORY OF TWO BLACK MEDICAL PIONEERS. AHWFB BROKE GROUND ON AN OUTPATIENT SURGERY CENTER IN WINSTON-SALEM, NORTH CAROLINA AND A MULTISPECIALTY MEDICAL OFFICE BUILDING AND OUTPATIENT SURGERY CENTER IN GREENSBORO, NORTH CAROLINA, TOTALING MORE THAN 164,000 SQUARE FEET OF SPACE. FOR THE 2024 CALENDAR YEAR, THE ATRIUM HEALTH WAKE FOREST BAPTIST SYSTEM HAD 90,522 ACUTE CARE BEDDED DISCHARGES; 247,093 EMERGENCY DEPARTMENT VISITS; 2,657,461 PHYSICIAN OFFICE VISITS; AND 150,789 URGENT CARE VISITS. IN 2024, ATRIUM HEALTH WAKE FOREST BAPTIST BECAME THE FIRST IN ADVOCATE HEALTH TO GIVE LECANEMAB THE FIRST FDA-APPROVED DRUG FOR ALZHEIMER'S DISEASE IN MORE THAN 20 YEARS TO A PATIENT. THIS MILESTONE POSITIONS AHWFB AS A LEADER IN INNOVATIVE CARE AND BUILDS ON ITS REPUTATION FOR BRIDGING ACADEMIC RESEARCH WITH CARE. ATRIUM HEALTH WAKE FOREST BAPTIST BECAME THE FIRST AND ONLY HEALTH SYSTEM IN THE CAROLINAS TO BEGIN USING THE ONLY FDA-CLEARED ROBOTIC-ASSISTED COCHLEAR IMPLANT TECHNOLOGY. COCHLEAR IMPLANTS CAN BE DESCRIBED AS "BIONIC EARS" THAT ARE IMPLANTED INTO THE INNER EAR OF PATIENTS 9 MONTHS AND OLDER WHO NEED ADVANCED HELP BEYOND HEARING AIDS TO RESTORE HEARING. COCHLEAR IMPLANTS PROVIDE DIRECT ELECTRICAL STIMULATION, THROUGH THE EAR, TO THE HEARING CENTERS OF THE BRAIN. THE ROBOTIC-ASSISTED INSERTION SYSTEM IS CURRENTLY INDICATED FOR PATIENTS 12 YEARS OF AGE AND OLDER WHO QUALIFY FOR A COCHLEAR IMPLANT. BEING AT THE FOREFRONT OF TECHNOLOGY, ATRIUM HEALTH WAKE FOREST BAPTIST IS ONE OF THE SELECT CENTERS TO OFFER THE TECHNOLOGY WITH THE CLOSEST OTHER CENTERS IN NEW JERSEY, PHILADELPHIA AND FLORIDA. HIGHLIGHTING ITS NATIONALLY RECOGNIZED ACHIEVEMENTS IN PATIENT SAFETY AND QUALITY, ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER RECEIVED ITS SIXTH CONSECUTIVE A GRADE FROM THE LEAPFROG GROUP. 2. OUTREACH ATRIUM HEALTH WAKE FOREST BAPTIST CONTINUES A BROAD-BASED EFFORT TO REACH UNDERSERVED POPULATIONS ACROSS ITS SERVICE AREA, WHICH IS REFLECTED IN ITS ANNUAL COMMUNITY BENEFITS REPORT. FOR TAX YEAR ENDED DECEMBER 31, 2024, ATRIUM HEALTH WAKE FOREST BAPTIST REPORTED IT PROVIDED COMMUNITY BENEFITS VALUED AT $945 MILLION, INCLUDING $105 MILLION IN BAD DEBT, AS REPORTED TO THE STATE OF NORTH CAROLINA AND THE FEDERAL GOVERNMENT. THOSE BENEFITS SUPPORTED THESE AREAS: - FINANCIAL ASSISTANCE (FKA CHARITY CARE) - COMMUNITY HEALTH IMPROVEMENT AND OUTREACH PROGRAMS - EDUCATION AND TRAINING OF MEDICAL AND HEALTH PROFESSIONS AND CLINICAL RESEARCH - SUBSIDIZED HEALTH SERVICES AT THE DOWNTOWN HEALTH PLAZA, BETHESDA, AND SOUTHSIDE HEALTH CLINICS IN WINSTON SALEM, NC - UNREIMBURSED COSTS OF GOVERNMENT-FUNDED PROGRAMS, PRIMARILY MEDICARE AND MEDICAID ONE ANCHOR OF OUTREACH FOR THE ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER IS ITS DOWNTOWN HEALTH PLAZA, A FULL-SERVICE, OUTPATIENT MEDICAL CLINIC THAT SERVES MANY OF FORSYTH COUNTY'S UNINSURED AND UNDERINSURED RESIDENTS WITH A STATE-OF-THE-ART MEDICAL HOME. IN ADDITION TO CLINICAL CARE, THE DOWNTOWN HEALTH PLAZA OFFERS COMMUNITY HEALTH FAIRS, DIABETES EDUCATION, AND A CENTERING PREGNANCY PROGRAM THAT IS REDUCING THE INCIDENCE OF LOW BIRTH-WEIGHT BABIES. DURING THE 2024 CALENDAR YEAR, 54,739 PATIENT VISITS (18,512 WITH DISTINCT MEDICAL RECORD NUMBERS) WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA, AND ANOTHER 9,899 VISITS (3,805 WITH DISTINCT MEDICAL RECORD NUMBERS) WERE RECORDED AT WINSTON EAST PEDIATRICS, A NEARBY ATRIUM HEALTH WAKE FOREST BAPTIST CARE FACILITY SERVING THE UNINSURED AND UNDERINSURED. ON-GOING WORK OF ATRIUM HEALTH WAKE FOREST BAPTIST INCLUDES: - REGULAR COMMUNITY-BASED HEALTH CLINICS, INCLUDING THE WEEKLY DELIVERING EQUAL ACCESS TO CARE (DEAC) CLINIC FOR UNINSURED RESIDENTS OF FORSYTH, DAVIDSON, DAVIE, STOKES, AND YADKIN COUNTIES; THE MONTHLY TRIAD FREE HEALTH CLINIC AT COMMUNITY MOSQUE IN WINSTON-SALEM; THE MONTHLY GRACE CLINIC AT NEW LIGHT MISSIONARY BAPTIST CHURCH IN WINSTON SALEM; AND THE ANNUAL SHARE THE HEALTH FAIR AT THE DOWNTOWN HEALTH PLAZA IN WINSTON SALEM. THESE CLINICS, SPONSORED BY PRIVATE ORGANIZATIONS AND CHURCHES WITH VOLUNTEER ASSISTANCE FROM ATRIUM HEALTH WAKE FOREST BAPTIST PHYSICIANS, NURSES, MEDICAL STUDENTS, AND OTHERS, ATTRACT THOUSANDS OF PEOPLE TO SCREENINGS FOR ACUTE AND CHRONIC CONDITIONS. - 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. WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE AND WINSTON-SALEM STATE UNIVERSITY HAVE CREATED A PATHWAY PROGRAM TO ENCOURAGE MORE WINSTON-SALEM STATE STUDENTS TO PURSUE CAREERS AS PHYSICIAN ASSISTANTS (PA) AND APPLY TO WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE'S PA PROGRAM. THIS NEW INITIATIVE BUILDS ON THE LONGSTANDING RELATIONSHIP BETWEEN THE DEPARTMENT OF PA STUDIES AT WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE AND THE SCHOOL OF HEALTH SCIENCES AT WINSTON-SALEM STATE. THE MULTI-YEAR PARTNERSHIP HAS ENABLED PRE-PA STUDENTS TO RECEIVE IMPORTANT PROFESSIONAL GUIDANCE FROM PA FACULTY AND CURRENT STUDENTS WHO HAVE ELECTED TO PARTICIPATE IN THE RLW MENTORSHIP CERTIFICATE PROGRAM. NAMED IN HONOR OF PA STUDIES FACULTY MEMBER ROBERT LEE WOOTEN, THE CERTIFICATE PROGRAM PROVIDES A SERIES OF WORKSHOPS DESIGNED TO EQUIP PA STUDENTS WITH THE SKILLS AND KNOWLEDGE NECESSARY TO BECOME EFFECTIVE MENTORS. FORSYTH TECHNICAL COMMUNITY COLLEGE, A WINSTON-SALEM BASED COMMUNITY COLLEGE, ADDED SIX NEW APPRENTICESHIPS IN COMPUTED TOMOGRAPHY (CT), OFFERED IN PARTNERSHIP WITH ATRIUM HEALTH WAKE FOREST BAPTIST. THIS EXPANSION MARKS A SIGNIFICANT STEP IN ENHANCING THE EDUCATIONAL AND CAREER PROSPECTS FOR STUDENTS PURSUING CAREERS IN MEDICAL IMAGING. THE NEW CT APPRENTICESHIPS ARE DESIGNED TO PROVIDE STUDENTS WITH CRITICAL HANDS-ON EXPERIENCE, ALLOWING THEM TO APPLY THEIR CLASSROOM KNOWLEDGE IN REAL-WORLD HEALTHCARE SETTINGS. BY WORKING ALONGSIDE EXPERIENCED PROFESSIONALS AT ATRIUM HEALTH WAKE FOREST BAPTIST, STUDENTS WILL GAIN INVALUABLE SKILLS AND INSIGHTS THAT WILL PREPARE THEM FOR SUCCESSFUL CAREERS IN THE RAPIDLY GROWING FIELD OF MEDICAL IMAGING. FORM 990, PART III, LINE 4A 3. EDUCATIONAL MISSION AND ACCOMPLISHMENTS THE CONSTITUENT ORGANIZATIONS OF ATRIUM HEALTH WAKE FOREST BAPTIST OPERATE A BROAD RANGE OF EDUCATIONAL PROGRAMS, GRADUATING SKILLED PRACTITIONERS. ATRIUM HEALTH WAKE FOREST BAPTIST AND THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE ATTRACT SOME OF THE WORLD'S MOST COMPETITIVE MEDICAL STUDENTS, RESIDENTS, AND FELLOWS, AS WELL AS STUDENTS IN CLINICAL PASTORAL CARE, NURSE ANESTHESIA, AND OTHER AREAS. ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER WAS RECOGNIZED BY U.S. NEWS & WORLD REPORT IN ITS LIST OF BEST HOSPITALS FOR MATERNITY CARE. THE LIST CLASSIFIES THE HOSPITAL AS "HIGH PERFORMING," THE HIGHEST LEVEL OF ACHIEVEMENT. ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER OPENED THE BIRTH CENTER AND THE DALE AND KAREN SISEL NEONATAL INTENSIVE CARE UNIT (NICU) IN 2019. MORE THAN 15,000 BABIES HAVE BEEN BORN AT THE BIRTH CENTER, AND THOUSANDS HAVE BEEN CARED FOR IN THE LEVEL IV NICU, THE HIGHEST POSSIBLE DESIGNATION. AS THE ONLY HEALTH SYSTEM IN THE AREA WITH SPECIALISTS IN BOTH FERTILITY AND HIGH-RISK PREGNANCIES, ATRIUM HEALTH WAKE FOREST BAPTIST OFFERS THE REGION'S ONLY COMPLETE MIDWIFERY PROGRAM, MATERNAL-FETAL MEDICINE SPECIALISTS, BREASTFEEDING SUPPORT AND ACCESS TO THE FULL RANGE OF MATERNITY SERVICES. ON THE HUMAN RIGHTS CAMPAIGN FOUNDATION'S RECENTLY RELEASED 2024 HEALTHCARE EQUALITY INDEX, AHWFB ACHIEVED THE HIGHEST POSSIBLE DESIGNATION. ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER WAS NAMED AN LGBTQ+ HEALTHCARE EQUALITY LEADER AND RECEIVED A PERFECT SCORE, WHILE 44 OTHER ADVOCATE HEALTH HOSPITALS ACROSS ILLINOIS, NORTH CAROLINA AND WISCONSIN RECEIVED THE LGBTQ+ HEALTHCARE EQUALITY HIGH PERFORMER DESIGNATION. IN ADDITION, FIVE ATRIUM HEALTH WAKE FOREST BAPTIST HOSPITALS LEVINE CHILDREN'S BRENNER CHILDREN'S HOSPITAL, DAVIE MEDICAL CENTER, HIGH POINT MEDICAL CENTER, LEXINGTON MEDICAL CENTER AND WILKES MEDICAL CENTER ACHIEVED BUILDER STATUS, WHICH DESIGNATES FACILITIES WITH INCLUSIVE PATIENT, VISITATION AND EMPLOYMENT POLICIES AND STAFF TRAINED IN LGBTQ+ PATIENT-CENTERED CARE. FORM 990, PART IV, LINE 20B THE HOSPITAL HAS ATTACHED A COPY OF ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ITS CALENDAR YEAR ENDED DECEMBER 31, 2024 TO THE FORM 990. THE CONSOLIDATED FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE ACCRUAL BASIS IN CONFORMITY WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND INCLUDE THE ASSETS AND OPERATIONS OF ALL ATRIUM HEALTH, INC. CONTROLLED ENTITIES, AND ATRIUM HEALTH WAKE FOREST BAPTIST ENTITIES (UNDER COMMON MANAGEMENT), INCLUDING: -NORTH CAROLINA BAPTIST HOSPITAL (THE FILING ORGANIZATION) AND AFFILIATES, -WAKE FOREST UNIVERSITY HEALTH SCIENCES AND AFFILIATES, -WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER AND AFFILIATES, -CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (DBA ATRIUM HEALTH CHARLOTTE) AND AFFILIATES, -FLOYD HEALTHCARE MANAGEMENT, INC. (DBA ATRIUM HEALTH FLOYD) AND AFFILIATES, AND -NAVICENT HEALTH INC. (DBA ATRIUM HEALTH NAVICENT) AND AFFILIATES. ALL SIGNIFICANT INTERCOMPANY TRANSACTIONS HAVE BEEN ELIMINATED IN CONSOLIDATION. FORM 990, PART VI, SECTION A, LINE 2 BRADLEY CLARK AND TERRY WILLIAMS, BOTH OFFICERS OF THE FILING ORGANIZATION, HAD A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF THE FILING ORGANIZATION (NCBH), WAKE FOREST UNIVERSITY ("THE UNIVERSITY", UNRELATED TO NCBH), WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS", UNRELATED TO NCBH), AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC) APPROVED A MEDICAL CENTER INTEGRATION AGREEMENT (MCIA) WHEREBY AN INTEGRATED ACADEMIC MEDICAL CENTER (COLLECTIVELY, "THE MEDICAL CENTER") WAS CREATED THAT COMBINED CLINICAL CARE, MEDICAL EDUCATION, AND RESEARCH ACTIVITIES CONDUCTED BY THOSE PARTIES AND THEIR RESPECTIVE SUBSIDIARY ENTITIES, UNDER THE DELEGATED OPERATIONAL MANAGEMENT AND OVERSIGHT OF THE FILING ORGANIZATION, ITSELF A NORTH CAROLINA NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS WERE WFU AND NCBH. EFFECTIVE OCTOBER 9, 2020, AND PURSUANT TO A HEALTH SYSTEM INTEGRATION AGREEMENT AMONG WFUBMC, WFU, WFUHS, NCBH, AND THE CHARLOTTE-MECKLENBURG HOSPITAL AUTHORITY (CMHA, A NORTH CAROLINA HOSPITAL AUTHORITY THAT OPERATES A MULTI-STATE INTEGRATED HEALTHCARE SYSTEM IN THE SOUTHEASTERN UNITED STATES), THE MEDICAL CENTER AND CMHA BECAME PARTICIPANTS IN A SINGLE, INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "ATRIUM ENTERPRISE") MANAGED AND OVERSEEN BY ATRIUM HEALTH, INC. (ATRIUM), A NEW JOINT OPERATING COMPANY WITHOUT MEMBERS WHOSE 16-PERSON BOARD OF DIRECTORS (THE "ATRIUM BOARD") IS COMPRISED INITIALLY OF 13 CMHA DESIGNEES AND THREE WFUBMC DESIGNEES; THE MCIA WAS AMENDED TO INCLUDE ATRIUM AS A THIRD MEMBER OF WFUBMC AND TO RECONSTITUTE THE WFUBMC BOARD TO INCLUDE 17 VOTING DIRECTORS OF WHOM WFU DESIGNATES SIX, NCBH DESIGNATES SIX, ATRIUM DESIGNATES THREE, AND THE WFUBMC BOARD ELECTS TWO; AND WFUBMC (INCLUDING WFUHS AND THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE) WAS ESTABLISHED AS THE ACADEMIC CORE OF THE ATRIUM ENTERPRISE RESPONSIBLE FOR ENTERPRISE ACADEMIC AND RESEARCH ACTIVITIES. UNDER THIS ARRANGEMENT, EACH ENTERPRISE PARTICIPANT (AND ITS AFFILIATES) MAINTAINS ITS SEPARATE LEGAL EXISTENCE AND CONTINUES TO OWN ITS ASSETS AND RETAIN ALL POWER, AUTHORITIES, RIGHTS, AND REMEDIES NECESSARY AND APPROPRIATE TO ALLOW IT TO COMPLY WITH ITS PRE-EXISTING DEBT INSTRUMENTS. WFUBMC AND CMHA DELEGATED AUTHORITY TO ATRIUM TO MANAGE AND OVERSEE THEIR ACTIVITIES AND OPERATIONS, SUBJECT TO THE AUTHORITY OF WFU, WFUHS, AND WFUBMC OVER ACADEMIC AND RESEARCH MATTERS, THE EXERCISE OF CERTAIN RESERVED POWERS, AND THE CARRYING OUT OF CERTAIN RESPONSIBILITIES BY THE WFUBMC BOARD OF DIRECTORS AND THE CMHA BOARD OF COMMISSIONERS. THE RESERVED POWERS OF EACH ATRIUM ENTERPRISE PARTICIPANT INCLUDE THE POWER TO APPROVE A CHANGE IN ITS GOVERNING DOCUMENTS AND FUNDAMENTAL BUSINESS OR MISSION, TO DEVELOP ITS STRATEGIC PLANS (WHICH WILL BE GENERALLY CONSISTENT WITH THOSE OF THE ENTIRE ENTERPRISE) AND ITS CAPITAL AND OPERATING BUDGETS WHICH STRATEGIC PLANS AND BUDGETS MUST BE APPROVED BY ATRIUM. EFFECTIVE MAY 9, 2022, ATRIUM, ADVOCATE AURORA HEALTH, INC. (AAH), AND ADVOCATE HEALTH, INC. (ADVOCATE HEALTH) ENTERED INTO A MASTER AGREEMENT PURSUANT TO WHICH THOSE PARTIES AGREED THAT ATRIUM AND ITS AFFILIATES, INCLUDING WFUBMC AND ITS AFFILIATES, AND AAH AND ITS AFFILIATES WOULD BECOME FULLY FUNCTIONING PARTS OF A NEW INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "ADVOCATE ENTERPRISE") TO BE MANAGED AND OVERSEEN BY ADVOCATE HEALTH THROUGH A JOINT OPERATING AGREEMENT AMONG ATRIUM, AAH, AND ADVOCATE HEALTH DATED AND EFFECTIVE DECEMBER 2, 2022. IN ADDITION, ON MAY 9, 2022, WFUBMC, ATRIUM, ADVOCATE HEALTH, AND CMHA ENTERED INTO THE WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER COMMITMENT AGREEMENT (THE "COMMITMENT AGREEMENT"), UNDER WHICH THE PARTIES ENSURED ALL RIGHTS AND BENEFITS TO THE WAKE FOREST BAPTIST ENTITIES AND, AS APPLICABLE, WFUBMC UNDER THE OCTOBER 9, 2020 INTEGRATION AGREEMENTS (BUT NOT INCLUDING THE GOVERNING DOCUMENTS OF ATRIUM, CMHA, AND WFBMC) RELATED TO THE ATRIUM ENTERPRISE WERE PRESERVED IN THE ADVOCATE ENTERPRISE, EXCEPT THOSE RIGHTS AND BENEFITS THAT WERE ELEVATED TO ADVOCATE HEALTH AND WERE MODIFIED IN THE ADVOCATE ENTERPRISE AS SPECIFICALLY SET OUT IN THE COMMITMENT AGREEMENT. THE COMMITMENT AGREEMENT FURTHER CONFIRMED THE COMMITMENT OF (I) ADVOCATE HEALTH TO SUPPORT AND ENHANCE THE EDUCATIONAL AND RESEARCH MISSIONS OF WFBMC AND WFUHS; (II) WFBMC, WFU, AND WFUHS TO SUPPORT AND ENHANCE THE EDUCATIONAL AND RESEARCH ACTIVITIES OF ADVOCATE HEALTH, THE AAH ENTITIES AND THEIR AFFILIATES; AND (III) ADVOCATE HEALTH TO SUPPORT AND ENHANCE THE EDUCATIONAL AND RESEARCH MISSIONS OF THE ADVOCATE ENTERPRISE AS A WHOLE. FORM 990, PART VI, SECTION A, LINE 4 IN DECEMBER 2024, THE FILING ORGANIZATION'S BYLAWS WERE AMENDED TO REMOVE THE INVESTMENT COMMITTEE AS A STANDING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FILING ORGANIZATION'S BOARD OF TRUSTEES RECEIVES A COPY OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW AND COMMENT PRIOR TO ITS FILING. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL BOARD TRUSTEES PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS (AND AS THEY ARISE), ALL TRUSTEES AND OFFICERS OF THE FILING ORGANIZATION ARE ASKED TO REVIEW THE APPLICABLE CONFLICTS OF INTEREST POLICY AND TO DESCRIBE ANY POTENTIAL CONFLICTS OF INTEREST THEY MAY HAVE. UPON COMPLETION OF THE CONFLICTS OF INTEREST SURVEY, THE LEGAL DEPARTMENT REVIEWS THE COMPLETED QUESTIONNAIRES ON BEHALF OF THE FILING ORGANIZATION. ANY CONFLICTS IDENTIFIED ARE COMMUNICATED TO THE FILING ORGANIZATION'S CHAIRMAN OF THE BOARD AND ARE PRESENTED TO THE MEDICAL CENTER GOVERNANCE AND COMPENSATION COMMITTEE. ALL CONFLICTS OF INTEREST ARE RESOLVED BY MANAGEMENT PLANS DEVELOPED BY THE MEDICAL CENTER GOVERNANCE AND COMPENSATION COMMITTEE AND THE INTERNAL AUDIT AND COMPLIANCE OFFICES. THE MEDICAL CENTER GOVERNANCE AND COMPENSATION COMMITTEE'S CHAIR PRESENTS AN ANNUAL REPORT ON CONFLICTS TO THE FULL BOARD OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THROUGH AN AMENDMENT OF THE FILING ORGANIZATION'S BYLAWS, A SENIOR EXECUTIVE COMPENSATION COMMITTEE (THE "COMMITTEE") OF THE FILING ORGANIZATION'S BOARD WAS CREATED; IT IS COMPRISED OF THE MEMBERS OF THE ADVOCATE HEALTH, INC. COMPENSATION AND BENEFITS COMMITTEE. THE COMPENSATION AND BENEFITS COMMITTEE OF THE ADVOCATE HEALTH, INC. BOARD OF DIRECTORS HAS AUTHORITY AS THE WFUBMC BOARD DELEGATES TO IT, FOR THE REVIEW AND APPROVAL OF SENIOR EXECUTIVE COMPENSATION, INCLUDING SENIOR EXECUTIVE INCENTIVE PLANS. NO MEMBER OF THE COMMITTEE IS AN EMPLOYEE OF (MARKET REGION). THE COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT EXPERIENCED IN HEALTHCARE TO PROVIDE THE COMMITTEE WITH COMPENSATION COMPARABILITY DATA FOR NEW EXECUTIVE POSITION APPOINTMENTS AND FOR COMPENSATION REVIEWS FOR EXISTING EXECUTIVES. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS. THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH(MARKET REGION) POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE, STRUCTURE, AND COMPLEXITY AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE COMMITTEE ARE MAINTAINED IN THE ADVOCATE HEALTH, INC. LEGAL DEPARTMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ARTICLES OF INCORPORATION ARE AVAILABLE TO THE PUBLIC ON REQUEST AND ARE AVAILABLE ON THE WEBSITE OF THE NORTH CAROLINA SECRETARY OF STATE. THE ORGANIZATION'S BYLAWS ARE NOT PUBLISHED, BUT PROVISIONS FROM THE BYLAWS ARE INCLUDED AS NECESSARY IN THE ORGANIZATION'S POLICIES, AND ARE ATTACHED TO THE FORM 1023 FILED FOR THE ORGANIZATION WITH THE IRS, WHICH IS PUBLICLY AVAILABLE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. PART VII, SECTION A, COLUMN B - HOURS A MEDICAL CENTER INTEGRATION AGREEMENT (MCIA) WAS ORIGINALLY ENTERED INTO IN 2010 AMONG FOUR PARTIES: WAKE FOREST UNIVERSITY (WFU), WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS), WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC), AND NORTH CAROLINA BAPTIST HOSPITAL (NCBH). PURSUANT TO THE TERMS OF THE ORIGINAL MCIA, THE OPERATION OF WFUHS AND NCBH, AND ALL OF THE RESPECTIVE SUBSIDIARIES OF EACH, IS DELEGATED TO WFUBMC. ADDITIONALLY, THE CORPORATE OFFICERS OF WFUBMC GENERALLY SERVE AS THE CORPORATE OFFICERS OF WFUHS AND NCBH. THE MCIA WAS REVISED AND RESTATED IN 2020 TO DELEGATE OVERSIGHT AND MANAGEMENT AUTHORITY OVER WFUBMC TO ATRIUM HEALTH, INC. (AHI). CERTAIN DIRECTORS AND/OR CORPORATE OFFICERS OF WFUHS, NCBH, & WFUBMC ALSO SERVE AS DIRECTORS OR CORPORATE OFFICERS OF AHI AND/OR OF WFU. WFUBMC IS RELATED TO THE FILING ORGANIZATION. WFU, WFUHS, AND AHI ARE UNRELATED TO THE FILING ORGANIZATION. THUS, CERTAIN DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION DEVOTE HOURS TO RELATED ORGANIZATIONS (WFUBMC) AND/OR TO UNRELATED ORGANIZATIONS (WFU, WFUHS, AND AHI). FORM 990, PART XI, LINE 9: ACTUARY GAINS /(LOSSES) 11,729,455. AFFILIATE GAINS/( LOSSES) 116,121,133. 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