WAKE FOREST UNIVERSITY HEALTH SCIENCES: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WAKE FOREST UNIVERSITY HEALTH SCIENCES (EIN 22-3849199)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349312873
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:23:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 BOULEVARD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY L HALES JR | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 3367164445 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 BOULEVARD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,720,625,672 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAKEHEALTH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE HEALTH, ELEVATE HOPE, AND ADVANCE HEALING FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 2107 | TotalEmployeeCnt |
| Total Volunteers | 521 | TotalVolunteersCnt |
| Total Gross UBI | -$54,464 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $797,096 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $366,067,620 | PYContributionsGrantsAmt |
| CY Contributions Grants | $403,430,126 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,203,401,838 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,225,612,060 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68,749,404 | PYInvestmentIncomeAmt |
| CY Investment Income | $80,185,013 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,519,799 | PYOtherRevenueAmt |
| CY Other Revenue | $4,476,484 | CYOtherRevenueAmt |
| PY Total Revenue | $1,642,738,661 | PYTotalRevenueAmt |
| CY Total Revenue | $1,713,703,683 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $74,207,537 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $79,903,564 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,060,452,091 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,159,018,292 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,267,219 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,228,109 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,010,272 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $400,018,342 | PYOtherExpensesAmt |
| CY Other Expenses | $371,225,547 | CYOtherExpensesAmt |
| PY Total Expenses | $1,535,945,189 | PYTotalExpensesAmt |
| CY Total Expenses | $1,611,375,512 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $106,793,472 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $102,328,171 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,098,996,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,186,649,419 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,115,264,668 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,165,536,588 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $983,731,950 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,021,112,831 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR CONTINUATIONWAKE FOREST UNIVERSITY HEALTH SCIENCES (AT TIMES ALSO REFERRED TO AS "WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE", "WFUHS OR "THE FILING ORGANIZATION") IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AT TIMES ALSO REFERRED TO AS "AHWFB"), A PREEMINENT LEARNING HEALTH SYSTEM AND ACADEMIC MEDICAL CENTER OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION, EXCELLENCE AND INNOVATION. AHWFB'S MISSION IS TO IMPROVE HEALTH, ELEVATE HOPE AND ADVANCE HEALING - FOR ALL AND ITS VISION IS TO BE THE FIRST AND BEST CHOICE FOR CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $153,023,281 | ExpenseAmt |
| Grant | $21,829,513 | GrantAmt |
| Revenue | $431,817 | RevenueAmt |
| 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 (1,309 GRANTS). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $967,098,255 | ExpenseAmt |
| Grant | $112,979 | GrantAmt |
| Revenue | $1,154,948,700 | RevenueAmt |
| Desc | PATIENT CARE AND MEDICAL EXPENSES IN PROVIDING SERVICES TO OVER 1,621,000 PATIENT ENCOUNTERS DURING THE TAX YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $417,658,813 | ExpenseAmt |
| Grant | $57,961,072 | GrantAmt |
| Revenue | $70,663,360 | RevenueAmt |
| Desc | PROFESSIONAL EDUCATION: INSTRUCTION OF 2,100 MEDICAL, GRADUATE, PHYSICIAN ASSISTANT, CRNA, AND BIOMEDICAL ENGINEERING STUDENTS. SCHOLARSHIPS AND AID PROVIDED TO 775 STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,537,780,349 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2107 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATRIUM HEALTH WAKE FOREST BAPTIST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367164445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BOULEVARD | 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 (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JULIE ANN FREISCHLAG MD | |||||||||
| DIRECTOR, CEO AHWFB | 15.70 | 24.30 | Yes (X) | Yes (X) | $7,594,629 | $0 | $40,091 | ||
| BRADLEY A CLARK | |||||||||
| EVP, TREASURER | 1.00 | 39.00 | Yes (X) | $2,513,703 | $0 | $288,012 | |||
| TERRY G WILLIAMS | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $2,204,442 | $0 | $245,226 | Yes (X) | |||
| EDWARD H KINCAID MD | |||||||||
| ACADEMIC FACULTY PHYSICIAN - CHAIR | 40.00 | 0.00 | $1,751,465 | $0 | $45,811 | Yes (X) | |||
| L EBONY BOULWARE MD | |||||||||
| DEAN, WFU SCHOOL OF MEDICINE | 35.00 | 5.00 | Yes (X) | $1,717,096 | $0 | $35,593 | |||
| ANTHONY ATALA MD | |||||||||
| ACADEMIC FACULTY PHYSICIAN - CHAIR | 40.00 | 0.00 | $1,701,372 | $0 | $36,743 | Yes (X) | |||
| KENNETH LENNON MD | |||||||||
| CLIN ADJ FACULTY | 40.00 | 0.00 | $0 | $1,656,037 | $43,961 | Yes (X) | |||
| RUBEN MESA | |||||||||
| SRVP & ED COMP CANCER, PRES ENTERPRISE CANCER SERV | 40.00 | 0.00 | $1,601,249 | $0 | $43,544 | Yes (X) | |||
| SUSAN R WENTE PHD | |||||||||
| DIRECTOR, PRESIDET WFU | 3.00 | 37.00 | Yes (X) | Yes (X) | $0 | $1,229,582 | $363,435 | ||
| DAVID ZHAO MD | |||||||||
| ACADEMIC FACULTY PHYSICIAN - SECTION CHIEF | 40.00 | 0.00 | $1,549,522 | $0 | $37,649 | Yes (X) | |||
| TERRY L HALES JR | |||||||||
| ASSISTANT TREASURER | 35.20 | 4.80 | Yes (X) | $1,310,800 | $0 | $52,534 | |||
| DAVID ZAAS MD | |||||||||
| PRESIDENT HEALTH SYSTEM | 20.00 | 20.00 | Yes (X) | $1,314,010 | $0 | $40,169 | |||
| KEVIN P HIGH MD | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $1,277,196 | $0 | $45,150 | Yes (X) | |||
| LISA M MARSHALL | |||||||||
| VP, CHIEF PHIL OFF | 10.00 | 30.00 | Yes (X) | $0 | $974,433 | $31,375 | |||
| BRIAN A WHITE | |||||||||
| CORPORATE SECRETARY | 2.00 | 0.00 | Yes (X) | $0 | $680,964 | $56,036 | |||
| STEPHAN L LILLIE | |||||||||
| SVP & CFO | 9.70 | 30.30 | Yes (X) | $0 | $666,639 | $62,046 | |||
| J REID MORGAN | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $412,282 | $57,418 | Yes (X) | |||
| DONALD E FLOW | |||||||||
| VICE CHAIR | 3.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| A DALE JENKINS | |||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRENDA CLINE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FREDERICK W EUBANK II | |||||||||
| DIRECTOR | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MARYBETH TORBET HAYS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW A KING | |||||||||
| DIRECTOR | 2.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MIT B SHAH | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA A BOSWELL PHD | |||||||||
| DIRECTOR | 2.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW CRAWFORD | |||||||||
| DIRECTOR | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CURTIS C FARMER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES M O'CONNELL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHY WALL THOMAS MD | |||||||||
| DIRECTOR (TO 6/30/24) | 2.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SHANNAN SPENCE TOWNSEND | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN M VANN | |||||||||
| DIRECTOR | 4.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID I WAHRHAFTIG | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELMER D BLACKBURN | |||||||||
| DIRECTOR (FR 7/1/24) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEANNE WHITMAN BOBBITT | |||||||||
| DIRECTOR (FR 7/1/24) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA L TURNER MD | |||||||||
| DIRECTOR (FR 7/1/24) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $24,535,484 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,619,937 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,524,793 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1415 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BRASFIELD & GORRIE - FRANK L BLUM CONSTR | |||||
| 3021 7TH AVE S | BIRMINGHAM | AL | 35233 | CONSTRUCTION CONTRACT SERVICES | $151,850,899 |
| NTHRIVE INC | |||||
| PO BOX 676188 | DALLAS | TX | 75267 | CODING, BILLING, & COLLECTION SERVICES | $17,943,381 |
| WHITING TURNER CONTRACTING COMPANY | |||||
| PO BOX 17596 | BALTIMORE | MD | 21297 | CONSTRUCTION CONTRACT SERVICES | $16,501,156 |
| SHELCO LLC | |||||
| 2359 PERIMETER POINTE PKWY | CHARLOTTE | NC | 28208 | CONSTRUCTION CONTRACT SERVICES | $9,828,144 |
| CASSIDY TURLEY FIDUCIARY INC | |||||
| 525 VINE STREET 156 | WINSTONSALEM | NC | 27101 | REAL ESTATE CONSULTING SERVICES | $5,450,948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 171 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $831,709 | FundraisingAmt |
| Related Organizations | $20,859,822 | RelatedOrganizationsAmt |
| Government Grants | $271,963,605 | GovernmentGrantsAmt |
| All Other Contributions | $109,774,990 | AllOtherContributionsAmt |
| Noncash Contributions | $1,974,899 | NoncashContributionsAmt |
| Total Contributions | $403,430,126 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 621111 | $1,154,948,700 | $1,154,948,700 |
| TUITION REVENUE | 611310 | $70,663,360 | $70,663,360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,225,612,060 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,427,305 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,333,010 | UnrelatedBusinessRevenueAmt |
| Exclusion | $53,760,315 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,831,647 | TotalRevenueColumnAmt |
| Exclusion | $1,831,647 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,104,108 | 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 | $1,104,108 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,104,108 | TotalRevenueColumnAmt |
| Exclusion | $1,104,108 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,324,668 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $6,566,960 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,324,668 | SecuritiesAmt |
| Other | -$6,566,960 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,757,708 | TotalRevenueColumnAmt |
| Exclusion | $27,757,708 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $831,709 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $355,029 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$355,029 | TotalRevenueColumnAmt |
| Exclusion | -$355,029 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| OTHER REVENUE | 900099 | $1,710,363 | $431,817 | $1,278,546 | |
| PARKING REVENUE | 812930 | $185,395 | $185,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,895,758 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,713,703,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,226,043,877 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$54,464 | UnrelatedBusinessRevenueAmt |
| Exclusion | $84,284,144 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,053,861 | TotalAmt |
| Program Services | $37,053,861 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,310,466 | TotalAmt |
| Program Services | $36,310,466 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,539,237 | TotalAmt |
| Program Services | $6,539,237 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,322,862 | TotalAmt |
| Program Services | $16,129,108 | ProgramServicesAmt |
| Management And General | $16,161,431 | ManagementAndGeneralAmt |
| Fundraising | $32,323 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $914,642,815 | TotalAmt |
| Program Services | $888,326,628 | ProgramServicesAmt |
| Management And General | $25,963,700 | ManagementAndGeneralAmt |
| Fundraising | $352,487 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,933,444 | TotalAmt |
| Program Services | $62,054,651 | ProgramServicesAmt |
| Management And General | $1,814,860 | ManagementAndGeneralAmt |
| Fundraising | $63,933 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,931,939 | TotalAmt |
| Program Services | $84,379,090 | ProgramServicesAmt |
| Management And General | $2,465,978 | ManagementAndGeneralAmt |
| Fundraising | $86,871 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,187,232 | TotalAmt |
| Program Services | $59,389,141 | ProgramServicesAmt |
| Management And General | $1,736,904 | ManagementAndGeneralAmt |
| Fundraising | $61,187 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,219,068 | TotalAmt |
| Program Services | $4,219,068 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,216 | TotalAmt |
| Management And General | $552,216 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,393 | TotalAmt |
| Program Services | $170,393 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,228,109 | TotalAmt |
| Fundraising | $1,228,109 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,528,918 | TotalAmt |
| Program Services | $5,543,479 | ProgramServicesAmt |
| Management And General | $2,976,910 | ManagementAndGeneralAmt |
| Fundraising | $8,529 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,806,824 | TotalAmt |
| Program Services | $55,368,305 | ProgramServicesAmt |
| Management And General | $5,405,288 | ManagementAndGeneralAmt |
| Fundraising | $33,231 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,036 | TotalAmt |
| Program Services | $480,926 | ProgramServicesAmt |
| Management And General | $93,535 | ManagementAndGeneralAmt |
| Fundraising | $575 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,750,057 | TotalAmt |
| Program Services | $14,330,796 | ProgramServicesAmt |
| Management And General | $1,403,511 | ManagementAndGeneralAmt |
| Fundraising | $15,750 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,338,378 | TotalAmt |
| Program Services | $2,127,664 | ProgramServicesAmt |
| Management And General | $208,376 | ManagementAndGeneralAmt |
| Fundraising | $2,338 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $760,537 | TotalAmt |
| Program Services | $760,537 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,717,382 | TotalAmt |
| Program Services | $60,705,379 | ProgramServicesAmt |
| Management And General | $5,945,286 | ManagementAndGeneralAmt |
| Fundraising | $66,717 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,350,332 | TotalAmt |
| Program Services | $8,520,061 | ProgramServicesAmt |
| Management And General | $821,057 | ManagementAndGeneralAmt |
| Fundraising | $9,214 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,507,704 | TotalAmt |
| Program Services | $3,191,619 | ProgramServicesAmt |
| Management And General | $312,577 | ManagementAndGeneralAmt |
| Fundraising | $3,508 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,686,545 | TotalAmt |
| Program Services | $2,396,117 | ProgramServicesAmt |
| Management And General | $1,286,741 | ManagementAndGeneralAmt |
| Fundraising | $3,687 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,338,642 | TotalAmt |
| Program Services | $28,743,131 | ProgramServicesAmt |
| Management And General | $3,563,172 | ManagementAndGeneralAmt |
| Fundraising | $32,339 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,658,103 | TotalAmt |
| Program Services | $6,653,063 | ProgramServicesAmt |
| Management And General | $4,984 | ManagementAndGeneralAmt |
| Fundraising | $56 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $98,758,934 | $98,758,934 | ||
| INCOME TAXES | $29,128 | $29,128 | ||
| BAD DEBT | $47,044,319 | $47,044,319 | ||
| OTHER SUPPLIES | $7,566,585 | $6,884,748 | $674,270 | $7,567 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,866,446 | TotalAmt |
| Program Services | $1,699,628 | ProgramServicesAmt |
| Management And General | $164,967 | ManagementAndGeneralAmt |
| Fundraising | $1,851 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,611,375,512 | TotalAmt |
| Program Services | $1,537,780,349 | ProgramServicesAmt |
| Management And General | $71,584,891 | ManagementAndGeneralAmt |
| Fundraising | $2,010,272 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,255 | BOYAmt |
| EOY | $7,024,898 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,941,032 | BOYAmt |
| EOY | $110,319,458 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,694,821 | BOYAmt |
| EOY | $247,027,714 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,439 | BOYAmt |
| EOY | $238,642 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,310,978 | BOYAmt |
| EOY | $2,340,719 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,221,008 | BOYAmt |
| EOY | $1,617,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $942,332,070 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $566,209,863 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $342,674,081 | BOYAmt |
| EOY | $376,122,207 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,000 | BOYAmt |
| EOY | $750,000 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,177,997,163 | BOYAmt |
| EOY | $1,157,196,827 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,418,170 | BOYAmt |
| EOY | $3,558,615 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,134,366 | BOYAmt |
| EOY | $1,983,898 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,557,305 | BOYAmt |
| EOY | $278,468,697 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,098,996,618 | BOYAmt |
| EOY | $2,186,649,419 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,994,756 | BOYAmt |
| EOY | $640,201,529 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,854,913 | BOYAmt |
| EOY | $219,136,126 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,646,226 | BOYAmt |
| EOY | $106,320,537 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,499,122 | BOYAmt |
| EOY | $1,118,976 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,269,651 | BOYAmt |
| EOY | $198,759,420 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,115,264,668 | BOYAmt |
| EOY | $1,165,536,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $612,087,654 | BOYAmt |
| EOY | $583,386,246 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $371,644,296 | BOYAmt |
| EOY | $437,726,585 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $983,731,950 | BOYAmt |
| EOY | $1,021,112,831 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,098,996,618 | BOYAmt |
| EOY | $2,186,649,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $102,328,171 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,281,532 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$67,228,822 | 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 | $407,730,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,329,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $277,209,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $367,022,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $403,430,126 | CurrentTaxYearAmt |
| Total | $1,585,721,795 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $407,730,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $130,329,303 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $277,209,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $367,022,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $403,430,126 | CurrentTaxYearAmt |
| Total | $1,585,721,795 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,585,721,795 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,460,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,680,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,992,514 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,620,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,581,782 | CurrentTaxYearAmt |
| Total | $226,335,895 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,211 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $65,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $743,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $793,442 | CurrentTaxYearAmt |
| Total | $1,697,395 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $231,845 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $274,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $231,859 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,895,728 | CurrentTaxYearAmt |
| Total | $2,838,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,816,593,949 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,740,189,747 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87360 | 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 - 2020 AMOUNT: $ 231,845. 2021 AMOUNT: $ 274,294. 2022 AMOUNT: $ 205,138. 2023 AMOUNT: $ 231,859. 2024 AMOUNT: $ 1,895,728. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $128,443 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $41,950 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $170,393 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | SUPPORT OF 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), AMONG OTHERS. A PORTION OF THE MEMBERSHIP DUES PAID ARE ALLOCATED TO LOBBYING EFFORTS BY THOSE ORGANIZATIONS ON BEHALF OF THEIR MEMBERSHIP BODIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $824,620,041 | BeginningYearBalanceAmt |
| Contributions | $18,113,428 | ContributionsAmt |
| Investment Earnings Or Losses | $70,128,625 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,573,811 | GrantsOrScholarshipsAmt |
| End Year Balance | $875,288,283 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $749,496,216 | BeginningYearBalanceAmt |
| Contributions | $57,217,765 | ContributionsAmt |
| Investment Earnings Or Losses | $52,477,726 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,571,666 | GrantsOrScholarshipsAmt |
| End Year Balance | $824,620,041 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $810,953,445 | BeginningYearBalanceAmt |
| Contributions | $12,163,824 | ContributionsAmt |
| Investment Earnings Or Losses | -$40,772,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $32,848,501 | GrantsOrScholarshipsAmt |
| End Year Balance | $749,496,216 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $786,210,017 | BeginningYearBalanceAmt |
| Contributions | $5,121,186 | ContributionsAmt |
| Investment Earnings Or Losses | $35,279,561 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,657,319 | GrantsOrScholarshipsAmt |
| End Year Balance | $810,953,445 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $501,154,228 | BeginningYearBalanceAmt |
| Contributions | $163,605,551 | ContributionsAmt |
| Investment Earnings Or Losses | $147,363,799 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $25,913,561 | GrantsOrScholarshipsAmt |
| End Year Balance | $786,210,017 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.59880 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28720 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11400 | 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 | $112,791,352 | OtherCostOrOtherBasisAmt |
| Book Value | $112,791,352 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $503,407,760 | OtherCostOrOtherBasisAmt |
| Depreciation | $334,940,758 | DepreciationAmt |
| Book Value | $168,467,002 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,904,769 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,546,859 | DepreciationAmt |
| Book Value | $10,357,910 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $230,327,554 | OtherCostOrOtherBasisAmt |
| Depreciation | $187,725,224 | DepreciationAmt |
| Book Value | $42,602,330 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,900,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,997,022 | DepreciationAmt |
| Book Value | $41,903,613 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $376,122,207 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVEST - ENDOWMENT | $920,897,616 | F |
| INVEST - JOINT VENTURES | $235,829,452 | F |
| INVEST - ANNUITIES & LIFE INS CONTRACTS | $469,759 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,157,196,827 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER INVESTMENTS | $7,706,837 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $22,601,859 |
| FUNDS HELD UNDER RETIREMENT & BENEFIT PLANS | $148,178,353 |
| OPERATING LEASES (LESS ACCUM DEPREC) | $99,981,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $278,468,697 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| PLI RESERVE | $20,215,890 |
| BOND SWAP VALUATION | $638,216 |
| OTHER LIABILITIES & DEFERRALS | $56,641,286 |
| ANNUITIES PAYABLE | $3,075,904 |
| RETIREMENT | $14,061,137 |
| OPERATING LEASE PAYABLE | $104,126,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $198,759,420 | 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 USED TO SUPPORT SCHOLARSHIPS, INSTRUCTION, RESEARCH, LIBRARIES, AND OTHER ACADEMIC/OPERATIONAL/GENERAL EXPENDITURES. |
| PART X, LINE 2: | THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS 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. |
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 | THE ORGANIZATION'S NONDISCRIMINATION POLICY IS PUBLISHED ON THE SCHOOL OF MEDICINE'S WEBSITE AND IN ITS STUDENT HANDBOOK FOR THE MD, CRNA, AND DOCTOR OF NURSING PROGRAMS, PA STUDIES, AND GRADUATE SCHOOL, IN ITS ADMISSION BROCHURES AND OTHER MEDIA MATERIALS. SEE HTTPS://SCHOOL.WAKEHEALTH.EDU/EDUCATION-AND-TRAINING/ENROLLMENT-SERVICES/ST UDENT-RIGHT-TO-KNOW; HTTPS://SCHOOL.WAKEHEALTH.EDU/EDUCATION-AND-TRAINING/STUDENT-AFFAIRS/TITLE- IX; AND HTTPS://SCHOOL.WAKEHEALTH.EDU/EDUCATION-AND-TRAINING/STUDENT-AFFAIRS/DIVERS ITY-AND-INCLUSION. |
| SCHEDULE E, PART I, LINE 6 | THE ORGANIZATION RECEIVES FEDERAL FINANCIAL AID THROUGH THE U.S. DEPARTMENT OF EDUCATION'S FEDERAL DIRECT LOAN PROGRAM. WFUHS DISTRIBUTED THE FEDERAL LOANS TO 815 STUDENTS FOR THE YEAR ENDED DECEMBER 31, 2024. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM SERVICES | SUBCONTRACT FOR RESEARCH | $728,815 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM SERVICES | SUBCONTRACT FOR RESEARCH | $4,720,884 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 0 | 0 | PROGRAM SERVICES | SUBCONTRACT FOR RESEARCH | $630,789 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 0 | PROGRAM SERVICES | SUBCONTRACT FOR RESEARCH | $417,271 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | SUBCONTRACT FOR RESEARCH | $18,595 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | SUBCONTRACT FOR RESEARCH | $22,879 |
| 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 | $6,539,233 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,539,233 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (60 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | CLINICAL RESEARCH AND BASIC/OTHER RESEARCH | $69,541 | CHECK | $0 |
| EAST ASIA AND THE PACIFIC | NICOTINE STUDIES AND AGE RELATED CATARACTS STUDY | $194,673 | CHECK | $0 |
| NORTH AMERICA | BASIC RESEARCH/NON PROFIT AND STATE OTHER RESEARCH | $6,534 | CHECK | $0 |
| SUB-SAHARAN AFRICA | CLINICAL TRIALS/NON PROFIT AND STATE CLINICAL TRIALS | $22,879 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | STUDY TO UNDERSTAND THE GENETIC ARCHITECTURE OF NAFLD (NON-ALCOHOLIC FATTY LIVER DISEASE) AND LINK THEM TO GENES THAT CAN BE TARGETED FOR THERAPEUTIC INTERVENTION. | $7,955 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PEDIATRIC ONCOLOGY RESEARCH | $30,946 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SYSTEMS GENETICS OF ADIPOSITY TRAITS IN OUTBRED RATS | $101,285 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | STUDY TO DETERMINE IF NOP RECEPTORS ARE TARGETS FOR NEW MEDICATIONS FOR AUD (ALCOHOL USE DISORDER). | $46,083 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | CLINICAL TRIALS/NON PROFIT AND STATE CLINICAL TRIALS | $5,524 | CHECK | $0 |
| EAST ASIA AND THE PACIFIC | OPHTHALMOLOGY CLINICAL TRIALS | $40,274 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (CTSI) INDUSTRY CLINICAL TRIALS | $51,098 | CHECK | $0 |
| MIDDLE EAST AND NORTH AFRICA | GASTROENTEROLOGY INDUSTRY CLINICAL TRIALS | $113,028 | CHECK | $0 |
| NORTH AMERICA | ANESTHESIA NON PROFIT AND STATE CLINICAL RESEARCH | $37,800 | CHECK | $0 |
| RUSSIA AND NEIGHBORING STATES | NEPHROLOGY INDUSTRY OTHER RESEARCH | $18,595 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | NEUROLOGY INDUSTRY CLINICAL TRIALS | $64,064 | CHECK | $0 |
| NORTH AMERICA | ANESTHESIA INDUSTRY CLINICAL TRIALS | $18,151 | CHECK | $0 |
| NORTH AMERICA | NEUROSURGERY CLINICAL TRIALS | $79,358 | CHECK | $0 |
| NORTH AMERICA | ELECTROPHYSIOLOGY CLINICAL TRIALS | $6,750 | CHECK | $0 |
| NORTH AMERICA | GASTROINTESTINAL MEDICINE CLINICAL TRIALS | $21,306 | CHECK | $0 |
| NORTH AMERICA | HEMATOLOGY CLINICAL TRIALS | $12,576 | CHECK | $0 |
| NORTH AMERICA | CARDIOLOGY - ADULT INDUSTRY CLINICAL TRIALS | $17,615 | CHECK | $0 |
| NORTH AMERICA | PULMONOLOGY INDUSTRY CLINICAL TRIALS | $9,500 | CHECK | $0 |
| NORTH AMERICA | NEUROLOGY INDUSTRY CLINICAL TRIALS | $39,424 | CHECK | $0 |
| NORTH AMERICA | INFECTIOUS DISEASE CLINICAL TRIALS | $13,259 | CHECK | $0 |
| EAST ASIA AND THE PACIFIC | HEMATOLOGY CLINICAL TRIALS | $10,357 | CHECK | $0 |
| EAST ASIA AND THE PACIFIC | TRAUMA SERVICE CLINICAL TRIALS | $12,190 | CHECK | $0 |
| EAST ASIA AND THE PACIFIC | HEMATOLOGY AND ONCOLOGY INDUSTRY CLINICAL TRIALS | $72,003 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | INFUSION CLINICAL TRIALS | $101,817 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | SURGERY TRANSPLANT NON PROFIT AND STATE CLINICAL RESEARCH | $39,809 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | GERONTOLOGY INDUSTRY OTHER RESEARCH | $50,000 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | NEUROLOGY INDUSTRY CLINICAL TRIALS | $24,124 | CHECK | $0 |
| MIDDLE EAST AND NORTH AFRICA | EPIDEMIOLOGY CLINICAL TRIALS | $255,409 | CHECK | $0 |
| MIDDLE EAST AND NORTH AFRICA | PHYSICAL MEDICINE AND REHABILITATION CLINICAL TRIALS | $83,905 | CHECK | $0 |
| MIDDLE EAST AND NORTH AFRICA | CARDIOLOGY CLINICAL TRIALS | $6,786 | CHECK | $0 |
| MIDDLE EAST AND NORTH AFRICA | VASCULAR SERVICE INDUSTRY CLINICAL TRIALS | $7,996 | CHECK | $0 |
| MIDDLE EAST AND NORTH AFRICA | HEMATOLOGY AND ONCOLOGY INDUSTRY CLINICAL TRIALS | $17,835 | CHECK | $0 |
| MIDDLE EAST AND NORTH AFRICA | CARDIOLOGY - ADULT INDUSTRY CLINICAL TRIALS | $10,684 | CHECK | $0 |
| MIDDLE EAST AND NORTH AFRICA | CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (CTSI) INDUSTRY CLINICAL RESEARCH | $20,000 | CHECK | $0 |
| EAST ASIA AND THE PACIFIC | SURGERY ONCOLOGY CLINICAL TRIALS | $66,804 | CHECK | $0 |
| EAST ASIA AND THE PACIFIC | HEMATOLOGY CLINICAL TRIALS | $113,816 | CHECK | $0 |
| NORTH AMERICA | NEPHROLOGY RESEARCH | $155,000 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (CTSI) INDUSTRY CLINICAL TRIALS | $23,000 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (CTSI) NON PROFIT AND STATE CLINICAL TRIALS | $355,985 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (CTSI) INDUSTRY CLINICAL TRIALS | $724,604 | CHECK | $0 |
| EAST ASIA AND THE PACIFIC | RADIATION ONCOLOGY CLINICAL TRIALS | $218,698 | CHECK | $0 |
| MIDDLE EAST AND NORTH AFRICA | GERONTOLOGY NON PROFIT AND STATE OTHER RESEARCH | $10,000 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | INFECTIOUS DISEASE INDUSTRY CLINICAL RESEARCH | $302,090 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | CARDIOLOGY CLINICAL TRIALS | $31,254 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | HEMATOLOGY/ONCOLOGY CLINICAL TRIALS | $106,607 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | ORTHOPEDIC SURGERY NON PROFIT AND STATE CLINICAL RESEARCH | $13,710 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | HEMATOLOGY AND ONCOLOGY NON PROFIT AND STATE CLINICAL RESEARCH | $55,756 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | RADIATION ONCOLOGY CLINICAL TRIALS | $1,335,454 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PULMONOLOGY CLINICAL TRIALS | $179,114 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | CLINICAL TRIALS | $293,236 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | EMERGENCY MEDICINE INDUSTRY CLINICAL TRIALS | $18,335 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | NEUROLOGY INDUSTRY CLINICAL TRIALS | $10,851 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | CLINICAL TRIALS - LCI PEDIATRIC ONCOLOGY INDUSTRY CLINICAL TRIALS | $6,500 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PUBLIC HEALTH SCIENCES-EPIDEMIOLOGY NON PROFIT AND STATE OTHER RESEARCH | $47,251 | CHECK | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | INTERNAL MEDICINE NON PROFIT AND STATE OTHER RESEARCH | $624,893 | CHECK | $0 |
| MIDDLE EAST AND NORTH AFRICA | HEPATOLOGY INDUSTRY CLINICAL TRIALS | $105,146 | CHECK | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 60 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GRAHAM PELTON ASSOCIATES INC | ||||||||
| 39 BEECHWOOD ROAD | SUMMIT | NJ | 07901 | CAMPAIGN FEASIBILITY CONSULTING | 0 | $0 | $130,500 | -$130,500 |
| ACOUSTIC LP | ||||||||
| 1125 OAK STREET STE 201 | CONWAY | AR | 72032 | CAMPAIGN COMMUNICATIONS CONSULTING | 0 | $0 | $36,709 | -$36,709 |
| DRAKE QUANTOUS LLC DBA ATTICUS TECHNOLOGY | ||||||||
| 1540 KELLER PARKWAY SUITE 108-466 | KELLER | TX | 76248 | SOLICITATION CONSULTING | 0 | $0 | $1,060,900 | -$1,060,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $1,228,109 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$1,228,109 | 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 | BCH CHEERS | Event1Nm |
| Gross Receipts Event1 | $430,482 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $430,482 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $38,984 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,930 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,515 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $53,127 | OtherDirectExpensesEvent1Amt |
| Event2 | SUMMERLARK | Event2Nm |
| Gross Receipts Event2 | $401,227 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $401,227 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $14,350 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $16,897 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $143,044 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $85,182 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $831,709 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $831,709 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $53,334 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $18,827 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $144,559 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $138,309 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $355,029 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$355,029 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| GREATER HIGH POINT FOOD ALLIANCE | |||||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | 833310391 | 501(C)(3) | $47,500 | $0 | COMMUNITY HEALTH INITIATIVE | |
| PIEDMONT TRIAD PARTNERSHIP | |||||||||
| 416 GALLIMORE DAIRY ROAD SUITE M | GREENSBORO | NC | 27409 | 561750279 | 501(C)(3) | $50,000 | $0 | COMMUNITY HEALTH INITIATIVE | |
| UROLOGY CARE FOUNDATION INC | |||||||||
| 1000 CORPORATE BLVD | LINTHICUM | MD | 21090 | 203210212 | 501(C)(3) | $5,500 | $0 | COMMUNITY HEALTH INITIATIVE | |
| WILKES COUNTY HEALTH DEPARTMENT | |||||||||
| 306 COLLEGE STREET | WILKESBORO | NC | 28697 | 566000350 | GOVERNMENT | $139,868 | $0 | COMMUNITY HEALTH INITIATIVE | |
| CANCER SERVICES INC | |||||||||
| 3175 MAPLEWOOD AVENUE | WINSTONSALEM | NC | 27103 | 560656375 | 501(C)(3) | $10,000 | $0 | COMMUNITY HEALTH INITIATIVE | |
| ACTION4EQUITY INC | |||||||||
| 1922 S MARTIN LUTHER KING JR DR | WINSTONSALEM | NC | 27101 | 831583999 | 501(C)(3) | $30,257 | $0 | COMMUNITY HEALTH INITIATIVE | SUITE 208 |
| LEXINGTON MEDICAL CENTER FOUNDATION INC | |||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27293 | 581876553 | 501(C)(3) | $18,275 | $0 | SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS AND FELLOWSHIPS | 951 | $36,176,171 |
| ASSISTANCE TO PATIENTS - FINANCIAL ASSISTANCE | 57 | $43,491 |
| ASSISTANCE TO PATIENTS - TRANSPORTATION | 44 | $7,089 |
| EMPLOYEE EMERGENCY FUND | 100 | $82,715 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE ORGANIZATION FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING CERTAIN EXEMPT PURPOSE FUNDS. THE ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY AND SELECTION CRITERIA AND RECORDS OF THE AMOUNTS DISBURSED. |
| SCHEDULE I, PART III, GRANTS & OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS | THE ORGANIZATION MONITORS THE ACADEMIC PROGRESS AND OTHER ACHIEVEMENTS OF STUDENTS RECEIVING SCHOLARSHIPS AND FELLOWSHIPS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JULIE ANN FREISCHLAG MD | ||||||||||||||
| DIRECTOR, CEO AHWFB | $2,476,070 | $0 | $4,358,126 | $0 | $760,433 | $0 | $19,092 | $0 | $20,999 | $0 | $7,634,720 | $0 | $688,380 | $0 |
| BRADLEY A CLARK | ||||||||||||||
| EVP, TREASURER | $1,697,429 | $0 | $713,004 | $0 | $103,270 | $0 | $258,840 | $0 | $29,172 | $0 | $2,801,715 | $0 | $82,599 | $0 |
| TERRY G WILLIAMS | ||||||||||||||
| FORMER OFFICER | $952,718 | $0 | $1,207,345 | $0 | $44,379 | $0 | $211,906 | $0 | $33,320 | $0 | $2,449,668 | $0 | $0 | $0 |
| EDWARD H KINCAID MD | ||||||||||||||
| ACADEMIC FACULTY PHYSICIAN - CHAIR | $1,600,403 | $0 | $123,380 | $0 | $27,682 | $0 | $22,928 | $0 | $22,883 | $0 | $1,797,276 | $0 | $0 | $0 |
| L EBONY BOULWARE MD | ||||||||||||||
| DEAN, WFU SCHOOL OF MEDICINE | $846,346 | $0 | $866,068 | $0 | $4,682 | $0 | $22,962 | $0 | $12,631 | $0 | $1,752,689 | $0 | $0 | $0 |
| ANTHONY ATALA MD | ||||||||||||||
| ACADEMIC FACULTY PHYSICIAN - CHAIR | $1,238,093 | $0 | $264,451 | $0 | $198,828 | $0 | $22,515 | $0 | $14,228 | $0 | $1,738,115 | $0 | $162,000 | $0 |
| KENNETH LENNON MD | ||||||||||||||
| CLIN ADJ FACULTY | $0 | $1,651,355 | $0 | $0 | $0 | $4,682 | $0 | $22,834 | $0 | $21,127 | $0 | $1,699,998 | $0 | $0 |
| RUBEN MESA | ||||||||||||||
| SRVP & ED COMP CANCER, PRES ENTERPRI | $1,075,287 | $0 | $493,388 | $0 | $32,574 | $0 | $25,992 | $0 | $17,552 | $0 | $1,644,793 | $0 | $0 | $0 |
| SUSAN R WENTE PHD | ||||||||||||||
| DIRECTOR, PRESIDET WFU | $0 | $1,129,530 | $0 | $32,250 | $0 | $67,802 | $0 | $288,531 | $0 | $74,904 | $0 | $1,593,017 | $0 | $0 |
| DAVID ZHAO MD | ||||||||||||||
| ACADEMIC FACULTY PHYSICIAN - SECTION | $881,180 | $0 | $169,919 | $0 | $498,423 | $0 | $24,197 | $0 | $13,452 | $0 | $1,587,171 | $0 | $475,163 | $0 |
| TERRY L HALES JR | ||||||||||||||
| ASSISTANT TREASURER | $576,900 | $0 | $617,413 | $0 | $116,487 | $0 | $22,781 | $0 | $29,753 | $0 | $1,363,334 | $0 | $90,046 | $0 |
| DAVID ZAAS MD | ||||||||||||||
| PRESIDENT HEALTH SYSTEM | $966,108 | $0 | $322,398 | $0 | $25,504 | $0 | $24,505 | $0 | $15,664 | $0 | $1,354,179 | $0 | $0 | $0 |
| KEVIN P HIGH MD | ||||||||||||||
| FORMER OFFICER | $340,084 | $0 | $862,143 | $0 | $74,969 | $0 | $21,840 | $0 | $23,310 | $0 | $1,322,346 | $0 | $46,500 | $0 |
| LISA M MARSHALL | ||||||||||||||
| VP, CHIEF PHIL OFF | $0 | $437,593 | $0 | $156,899 | $0 | $379,941 | $0 | $24,163 | $0 | $7,212 | $0 | $1,005,808 | $0 | $374,244 |
| BRIAN A WHITE | ||||||||||||||
| CORPORATE SECRETARY | $0 | $611,099 | $0 | $58,000 | $0 | $11,865 | $0 | $17,250 | $0 | $38,786 | $0 | $737,000 | $0 | $0 |
| STEPHAN L LILLIE | ||||||||||||||
| SVP & CFO | $0 | $409,266 | $0 | $256,504 | $0 | $869 | $0 | $25,707 | $0 | $36,339 | $0 | $728,685 | $0 | $0 |
| J REID MORGAN | ||||||||||||||
| FORMER OFFICER | $0 | $366,986 | $0 | $39,600 | $0 | $5,696 | $0 | $34,500 | $0 | $22,918 | $0 | $469,700 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE ADVOCATE HEALTH COMPENSATION AND BENEFITS COMMITTEE ("THE COMMITTEE") OF THE ADVOCATE HEALTH, INC. BOARD OF DIRECTORS ("THE BOARD") HAS AUTHORITY AS THE BOARD DELEGATES TO IT, FOR THE REVIEW AND APPROVAL OF EXECUTIVE COMPENSATION. THE COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT RETAINED DIRECTLY BY THE COMMITTEE TO PROVIDE THIRD-PARTY COMPENSATION COMPARABILITY DATA FOR EVALUATING THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS RELATIVE TO MARKET PRACTICES FOR SIMILARLY SITUATED HEALTHCARE ORGANIZATIONS. IN EVALUATING COMPENSATION, THE COMMITTEE FOLLOWS CORPORATE GOVERNANCE BEST PRACTICE SUCH AS ADHERENCE TO THE COMPANY'S EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES TO ENSURE COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; DATA FROM HEALTHCARE ORGANIZATIONS OF COMPARABLE 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, LINE 4B | CERTAIN DIRECTORS, OFFICERS, 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, AND/OR HIGHLY COMPENSATED EMPLOYEES RECEIVED PAYMENTS FOR SEVERANCE AND/OR PAYMENTS FROM NON-QUALIFIED DEFERRED COMPENSATION PLANS DURING THE CURRENT TAX YEAR: SEVERANCE PAYMENTS: NONE NON-QUALIFIED DEFERRED COMPENSATION PAYMENTS: ANTHONY ATALA, MD 162,000 BRADLEY A. CLARK 82,599 JULIE FREISCHLAG, MD 688,380 TERRY L. HALES, JR. 90,046 KEVIN HIGH, MD 46,500 LISA M. MARSHALL 374,244 |
| 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. |
| FORM 990, PART VII, LINE 5 - COMPENSATION FROM UNRELATED ORGANIZATIONS | 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 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| A | 521309402 | 65821DNF4 | 2012-11-15 | $129,019,661 | CURRENT REFUND ISSUE DTD 10/16/08 | 0 | 0 | 0 |
| NORTH CAROLINA MEDICAL CARE COMMISSION | ||||||||
| B | 521309402 | 65821DWH0 | 2019-03-07 | $45,655,000 | VARIOUS CAPITAL PROJECTS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $51,200,000 | $129,019,661 | $568 | $129,019,093 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $13,125,000 | $46,053,368 | $398,368 | $45,655,000 | 2019 | 0 | Yes (1) | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00100 | 0.00000 | 0.00100 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00100 | 0.00000 | 0.00100 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, ROW B, COLUMN F: | THE PURPOSE OF THE ISSUE WAS TO REFUND A 2017 FINANCING ISSUED ON 10/2/2017, WHICH WAS USED TO REFUND THE WFUHS 2012C ISSUE. |
| PART I, ROW B, COLUMN E: | THE SERIES 2019 ISSUE WAS ISSUED AS ONE ISSUE FOR FEDERAL TAX PURPOSES IN THE AMOUNT OF $212,563,368. THE AMOUNT OF $46,053,368 IS THE PORTION OF THE ISSUE WAKE FOREST UNIVERSITY HEALTH SCIENCES IS RESPONSIBLE FOR. THE OTHER PORTIONS OF THE ISSUE ARE REPORTED ON SCHEDULE K OF FORM 990 FOR NORTH CAROLINA BAPTIST HOSPITAL ($73,819,143) AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ($92,690,857). |
| PART II, LINE 11 COLUMNS A & B: | THE OTHER SPENT PROCEEDS LISTED ARE THE REFUNDING PROCEEDS OF THE ISSUE THAT ARE NO LONGER IN ESCROW. |
| PART III, COLUMN A: | THE SERIES 2012B REFUNDED AN ISSUE DATED 10/16/2008. THE SOLE PURPOSE OF THE 2008 ISSUE WAS THE REFUNDING OF ISSUES DATED PRIOR TO 12/31/2002. ACCORDINGLY, THE ISSUE IS EXEMPT FROM COMPLETING PART III OF SCHEDULE K. |
| PART IV, LINE 2C, COLUMN B: | A REBATE CALCULATION WAS PERFORMED, WITH NO REBATE BEING DUE ON 3/7/22. |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $300 | NoncashContributionsRptF990Amt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,407,499 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $567,000 | NoncashContributionsRptF990Amt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $100 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | 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 (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4, PROGRAM SERVICE ACCOMPLISHMENTS | WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS) IS AN INTEGRAL PART OF ATRIUM HEALTH WAKE FOREST BAPTIST (AHWFB), A PREEMINENT ACADEMIC HEALTH SYSTEM OF THE HIGHEST QUALITY WITH BALANCED EXCELLENCE IN PATIENT CARE, RESEARCH, AND EDUCATION THAT PROMOTES BETTER HEALTH FOR ALL THROUGH COLLABORATION AND INNOVATION. THE FOLLOWING PARAGRAPHS ARE PROVIDED TO EXPLAIN THE RELATIONSHIP OF THE FILING ORGANIZATION WITH OTHER ORGANIZATIONS WHICH TOGETHER COMPRISE "ATRIUM HEALTH WAKE FOREST BAPTIST," THE NAME NOT OF ANY ONE CORPORATE ENTITY, BUT USED GENERICALLY TO DESCRIBE A LARGE GROUP OF MOSTLY 501(C)(3) ORGANIZATIONS PERFORMING VARIOUS ACADEMIC HEALTH SYSTEM 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 (WFU), NORTH CAROLINA BAPTIST HOSPITAL (NCBH) AND ATRIUM HEALTH, INC. (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 AND WAKE FOREST UNIVERSITY HEALTH SCIENCES AND THEIR RESPECTIVE SUBSIDIARIES ARE OPERATED, PURSUANT TO DELEGATIONS IN THE MCIA, BY WFUBMC AS "ATRIUM HEALTH WAKE FOREST BAPTIST." THE FILING ORGANIZATION, IN TURN, OPERATES THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE. ON OCTOBER 9, 2020, THE CHARLOTTE MECKLENBURG HOSPITAL AUTHORITY (CMHA), WAKE FOREST UNIVERSITY, NCBH, 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 DAVIE MEDICAL CENTER (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST DAVIE MEDICAL CENTER), HIGH POINT REGIONAL HEALTH (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST HIGH POINT MEDICAL CENTER), LEXINGTON MEDICAL CENTER (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST LEXINGTON MEDICAL CENTER), WRMC HOSPITAL OPERATING CORPORATION (TRADING AS ATRIUM HEALTH WAKE FOREST BAPTIST WILKES MEDICAL CENTER), AND WAKE FOREST HEALTH NETWORK LLC, THE SOLE MEMBER OF EACH OF WHICH IS WFUBMC, AS WELL AS ORGANIZATIONS RELATED TO (OR UNRELATED BUT AFFILIATED WITH) 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 OVER 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 SITES OF CARE AND 69 HOSPITALS WITH MORE THAN 35,000 PHYSICIANS AND NEARLY 42,000 NURSES. THE HEALTH SYSTEM DELIVERED $6.189 BILLION OF TOTAL COMMUNITY BENEFIT IN 2024. IN JANUARY 2023, A GROUNDBREAKING CEREMONY WAS HELD AT THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE'S SECOND CAMPUS, LOCATED IN THE PEARL INNOVATION DISTRICT IN UPTOWN CHARLOTTE. THE SCHOOL WILL ANCHOR THE HOWARD R. LEVINE CENTER FOR EDUCATION, WHERE CAROLINAS COLLEGE OF HEALTH SCIENCES WILL JOIN IT, ALONG WITH CONNECTIONS TO WAKE FOREST UNIVERSITY'S SCHOOL OF PROFESSIONAL STUDIES, SCHOOL OF BUSINESS, AND OTHER EDUCATIONAL OPPORTUNITIES. THE MEDICAL SCHOOLS' SECOND CAMPUS EXPECTS TO SEAT ITS FIRST CHARLOTTE CLASS IN 2024 AND OPEN IN 2025. THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE AND ATRIUM HEALTH WAKE FOREST BAPTIST LAUNCHED THE LARGEST FUNDRAISING CAMPAIGN FOR RESEARCH IN THEIR HISTORY IN NOVEMBER 2023. THE ENVISION CAMPAIGN WILL TAKE PLACE OVER TWO YEARS WITH THE GOAL OF RAISING AT LEAST $100 MILLION TO SUPPORT RESEARCH AND ACCELERATE DISCOVERIES THAT PROVIDE HOPE AND IMPROVE CARE. FUNDS RAISED WILL SUPPORT KEY FOCUS AREAS IN HEALTH EQUITY, ALZHEIMER'S DISEASE, CANCER, CARDIOVASCULAR DISEASE, DIABETES, OBESITY AND METABOLISM, HEALTHY AGING AND MOBILITY, NEUROSCIENCES, AND REGENERATIVE MEDICINE. |
| FORM 990, PART III, LINE 4A | RESEARCH AWARDS RECEIVED BY WFUHS (PRINCIPALLY AS WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE) DURING 2024 TOTALED JUST OVER $422.9 MILLION, INCLUDING $262 MILLION FROM FEDERAL SOURCES (INCLUDING THE NATIONAL INSTITUTES OF HEALTH (NIH)AND THE U.S. DEPARTMENT OF DEFENSE), $114.9 FROM NONPROFIT AND STATE SOURCES, AND $45.9 MILLION FROM INDUSTRY SOURCES. SIGNIFICANT RESEARCH GRANTS ANNOUNCED DURING THE PERIOD INCLUDED: - A $28.2 MILLION GRANT FROM THE NATIONAL INSTITUTES OF HEALTH TO ACCELERATE TRANSLATION OF SCIENTIFIC DISCOVERIES. THE SEVEN-YEAR AWARD IS THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE'S CLINICAL AND TRANSLATIONAL SCIENCES INSTITUTE'S (CTSI) THIRD CLINICAL AND TRANSLATIONAL SCIENCE AWARD (CTSA), WHICH IS DESIGNED TO ACCELERATE THE TRANSLATION OF RESEARCH DISCOVERIES TO IMPROVE PATIENT CARE. - A $27 MILLION GRANT FROM THE NATIONAL INSTITUTE ON AGING (NIA), PART OF THE NATIONAL INSTITUTES OF HEALTH (NIH), TO RENEW FUNDING FOR MESA-MIND, AN ANCILLARY STUDY TO THE MULTI-ETHNIC STUDY OF ATHEROSCLEROSIS (MESA). - A $4.5 MILLION GRANT FROM THE DEPARTMENT OF DEFENSE TO STUDY CERVICAL SPINE INJURIES IN MILITARY PERSONNEL. - A $3.4 MILLION AWARDED TO THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, ADVOCATE HEALTH, AND VYSNOVA PARTNERS THE U.S. CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC). THE PURPOSE OF THE FOUR-YEAR CONTRACT IS TO STUDY HIV, MPOX, AND OTHER SEXUALLY TRANSMITTED INFECTIONS (STIS). THIS PROJECT IS PART OF THE CDC'S SEXUALLY TRANSMITTED INFECTIONS IMPACT RESEARCH CONSORTIUM. - A $3.4 MILLION, FIVE-YEAR GRANT FROM THE NATIONAL INSTITUTE ON AGING, PART OF THE NATIONAL INSTITUTES OF HEALTH, TO STUDY MEDICAL MISINFORMATION. - A $3.3 MILLION GRANT FROM THE NATIONAL INSTITUTE OF DIABETES AND DIGESTIVE AND KIDNEY DISEASES, PART OF THE NATIONAL INSTITUTES OF HEALTH, TO STUDY AND DEVELOP A TREATMENT FOR PRIMARY HYPEROXALURIA (PH). THIS RARE GENETIC DISORDER CAUSES KIDNEY STONES AND OTHER SERIOUS HEALTH PROBLEMS. - A $3.2 MILLION GRANT TO STUDY FINANCIAL HARDSHIP INTERVENTION IN ADOLESCENT AND YOUNG ADULT CANCER SURVIVORS. THE FIVE-YEAR GRANT WAS AWARDED BY THE NATIONAL CANCER INSTITUTE (NCI), PART OF THE NATIONAL INSTITUTES OF HEALTH, TO TEST A MULTILEVEL INTERVENTION IN COMMUNITY-BASED ONCOLOGY PRACTICES IN THE NCI'S COMMUNITY ONCOLOGY RESEARCH PROGRAM (NCORP), A NATIONAL NETWORK THAT BRINGS CANCER CLINICAL TRIALS AND CANCER DELIVERY STUDIES TO COMMUNITIES. - A $3.2 MILLION GRANT FROM THE NATIONAL CENTER OF COMPLEMENTARY AND INTEGRATIVE HEALTH, PART OF THE NATIONAL INSTITUTES OF HEALTH (NIH), TO STUDY THE EFFECTIVENESS OF NON-PHARMACOLOGICAL TREATMENTS FOR MIGRAINE. - A $1.5 MILLION GRANT FROM THE KATE B. REYNOLDS CHARITABLE TRUST FOR THE "REIMAGINING HEALTH AND WELLBEING BY MOTHERS FOR OUR BABIES, FAMILIES AND COMMUNITIES" PROJECT TO REDUCE DISPARITIES IN BIRTH AND POSTPARTUM OUTCOMES FOR BLACK AND LATINX COMMUNITIES IN FORSYTH COUNTY. THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE WILL PARTNER WITH LOCAL NON-PROFIT ACTION$EQUITY TO SUPPORT COMMUNITY-LED EFFORTS TO ELIMINATE DISPARITIES IN OUTCOMES FOR MOMS AND BABIES. - A $1.5 MILLION GRANT FROM THE NATIONAL INSTITUTE OF ARTHRITIS AND MUSCULOSKELETAL AND SKIN DISEASES, PART OF THE NATIONAL INSTITUTES OF HEALTH (NIH), TO STUDY BONE MICROARCHITECTURE IN PATIENTS FOLLOWING BARIATRIC SURGERY. THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE WILL PARTNER WITH VIRGINIA TECH TO ADD A VIRTUAL BIOPSY THAT USES AN INNOVATIVE TECHNIQUE CALLED HIGH-RESOLUTION PERIPHERAL QUANTITATIVE COMPUTED TOMOGRAPHY (HR-PQCT) TO AN ONGOING RANDOMIZED CONTROLLED TRIAL. - THREE GRANTS TOTALING $1.3 MILLION FROM THE DUKE ENDOWMENT TO SUPPORT PROGRAMS PROMOTING THE HEALTH AND ACTIVITY OF OLDER ADULTS AT HOME, ADDRESSING FOOD INSECURITY, AND ENGAGING STUDENTS IN HEALTH CARE CAREERS. ---PATIENT INTEGRATED ASSESSMENT (PATINA), A PATIENT-CENTERED PLATFORM TO SUPPORT OLDER ADULTS' HEALTH AND ACTIVITY AT HOME, RECEIVED $555,000 TO SUPPORT THIS PROJECT'S EFFORTS TO PROMOTE COORDINATED CARE FOR AT-RISK OLDER ADULTS. PATINA IS A PERSON-CENTERED TOOL THAT COMBINES PATIENT PREFERENCES AND CONTEXTUAL INFORMATION COLLECTED VIA SMARTPHONE-DELIVERED DAILY DIARIES WITH PASSIVE ACTIVITY MONITORING CAPTURED VIA WEARABLES (FITBITS). ---FOOD IS HEALTH: SNAP-CLINICAL COLLABORATIONS TO ADDRESS THE NEEDS OF FAMILIES IN FOOD INSECURE HOUSEHOLDS, RECEIVED $541,670 TO HELP CONNECT FOOD-INSECURE PATIENTS AND FAMILIES DIRECTLY WITH SNAP EVALUATION AND ENROLLMENT IN THE CLINICAL SETTING. ---EMPLOYING NOVEL VIRTUAL AND IN-PERSON STRATEGIES TO INCREASE NUMBER AND DIVERSITY OF STUDENTS PURSUING HEALTH CARE AND BIOMEDICAL RESEARCH CAREERS WAS AWARDED $240,000 TO PROVIDE NORTH AND SOUTH CAROLINA HIGH SCHOOL AND EARLY COLLEGE STUDENTS WITH CULTURALLY AND AGE-APPROPRIATE CONTENT FROM ROLE MODELS IN CLINICAL AND BIOMEDICAL SCIENCES. OTHER NOTABLE AWARDS DURING THE PERIOD INCLUDED: - A $340,000 GRANT FROM THE DUKE ENDOWMENT TO HELP PATIENTS IN HISTORICALLY BLACK COMMUNITIES ACCESS AND NAVIGATE THE HEALTH SYSTEMS AND SOCIAL SERVICE RESOURCES IN FORSYTH COUNTY, NORTH CAROLINA. - TWO GRANTS TOTALING $300,000 FROM THE LEON LEVINE FOUNDATION THAT AIM TO STRENGTHEN THE CAREPLUS MODEL PROGRAM, WHICH PROVIDES PRIMARY CARE AND CARE COORDINATION FOR APPROXIMATELY 500 FREQUENTLY ADMITTED PATIENTS FROM SAFETY NET PRACTICES, MANY OF WHOM ARE COVERED BY MEDICAID OR ARE UNINSURED. - A $300,000 GRANT FROM THE WHITEHALL FOUNDATION TO SUPPORT RESEARCH FOR PREDICTING STRESS-RELATED DISORDERS. THIS THREE-YEAR GRANT WILL BUILD ON EXISTING RESEARCH TO HELP IMPROVE DIAGNOSIS, PREVENTION, AND TREATMENT. |
| 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. 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. IN AUGUST 2023, THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE WELCOMED 145 MD STUDENTS CHOSEN FROM AMONG 12,066 APPLICANTS FOR THE CLASS OF 2027. THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE WAS RECOGNIZED AGAIN BY U.S. NEWS & WORLD REPORT FOR ITS MEDICAL RESEARCH, AGAIN RANKING 47TH NATIONALLY, IN THE 2024 EDITION OF BEST GRADUATE SCHOOLS. THE SCHOOL'S NURSE ANESTHESIA PROGRAM MOVED UP TO NO. 7 AND THE PA PROGRAM RANKED NO. 16 IN NATIONAL RANKINGS ISSUED BY U.S. NEWS & WORLD REPORT. FOR CALENDAR YEAR 2024, ATRIUM HEALTH WAKE FOREST BAPTIST PROVIDED $148.9 MILLION IN EDUCATION FUNDING FOR MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND IN RESEARCH FUNDING NOT COVERED BY OUTSIDE SOURCES. SUCH INVESTMENTS SUPPORT THE TRAINING OF HUNDREDS OF STUDENTS. AS OF DECEMBER 31, 2024, THOSE INCLUDED 579 MD STUDENTS, 754 PHYSICIAN RESIDENTS AND FELLOWS, 412 GRADUATE STUDENTS, 254 PHYSICIAN ASSISTANT STUDENTS, AND 99 STUDENTS PURSUING THE DOCTOR OF NURSING PRACTICE DEGREE. DURING THE 2023-24 ACADEMIC YEAR, THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, OFFERED 2,153 CONTINUING PROFESSIONAL DEVELOPMENT ACTIVITIES FOR PRACTICING HEALTH CARE PROFESSIONALS THAT DREW 50,255 TOTAL PARTICIPANTS FROM THROUGHOUT THE REGION. |
| FORM 990, PART III, LINE 4A | FOR CALENDAR YEAR 2023, ATRIUM HEALTH WAKE FOREST BAPTIST PROVIDED $148.9 MILLION IN EDUCATION FUNDING FOR MEDICAL STUDENTS AND OTHER HEALTH CARE PROFESSIONALS AND IN RESEARCH FUNDING NOT COVERED BY OUTSIDE SOURCES. SUCH INVESTMENTS SUPPORT THE TRAINING OF HUNDREDS OF STUDENTS. AS OF DECEMBER 31, 2023, THOSE INCLUDED 576 MD STUDENTS, 780 PHYSICIAN RESIDENTS AND FELLOWS, 397 GRADUATE STUDENTS, 167 PHYSICIAN ASSISTANT STUDENTS, 93 STUDENTS PURSUING THE DOCTOR OF NURSING PRACTICE DEGREE (28 IN THE ONLINE PROGRAM AND 65 PURSUING THE DUAL DNP AND NURSE ANESTHESIA DEGREE), AND 19 PASTORAL CARE CHAPLAIN RESIDENTS (6), FELLOWS (2), AND INTERNS (11). THE TRADITIONAL NURSE ANESTHESIA MASTER'S DEGREE PROGRAM GRADUATED ITS FINAL CLASS OF STUDENTS IN AUGUST 2023, AND ALL COHORTS MOVING FORWARD ARE PURSUING THE DUAL DNP-NURSE ANESTHESIA DEGREE. IN ADDITION, 142 STUDENTS WERE ENROLLED IN THE VIRGINIA TECH-WAKE FOREST UNIVERSITY SCHOOL OF BIOMEDICAL ENGINEERING AND SCIENCES, WITH 70 OF THOSE ON THE WAKE FOREST UNIVERSITY CAMPUS. DURING THE 2022-23 ACADEMIC YEAR, THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, OFFERED 2,415 CONTINUING PROFESSIONAL DEVELOPMENT ACTIVITIES FOR PRACTICING HEALTH CARE PROFESSIONALS THAT DREW 50,781 TOTAL PARTICIPANTS FROM THROUGHOUT THE REGION. |
| FORM 990, PART VI, SECTION A, LINE 2 | BRADLEY CLARK AND TERRY WILLIAMS, OFFICERS OF THE FILING ORGANIZATION, HAD A BUSINESS RELATIONSHIP DURING THE FILING YEAR. GERALD F. ROACH AND JOHN M. VANN, DIRECTORS OF THE FILING ORGANIZATION, HAD A BUSINESS RELATIONSHIP FOR PART OF THE FILING YEAR. |
| FORM 990, PART VI, SECTION A, LINE 3 | EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF THE FILING ORGANIZATION (WFUHS), WAKE FOREST UNIVERSITY (WFU), NORTH CAROLINA BAPTIST HOSPITAL (NCBH, AN ENTITY UNRELATED TO THE WFU AND WFUHS), AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC) APPROVED A MEDICAL CENTER INTEGRATION AGREEMENT (MCIA) WHEREBY AN INTEGRATED ACADEMIC MEDICAL CENTER (COLLECTIVELY, "THE MEDICAL CENTER") WAS CREATED THAT COMBINED CLINICAL CARE, MEDICAL EDUCATION, AND RESEARCH ACTIVITIES CONDUCTED BY THOSE PARTIES AND THEIR RESPECTIVE SUBSIDIARY ENTITIES, UNDER THE DELEGATED OPERATIONAL MANAGEMENT AND OVERSIGHT OF 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 MEDICAL CENTER DESIGNEES; THE MCIA WAS AMENDED TO INCLUDE ATRIUM AS A THIRD MEMBER OF WFUBMC AND TO RECONSTITUTE THE WFUBMC BOARD TO INCLUDE 17 VOTING DIRECTORS OF WHOM WFU DESIGNATES SIX, NCBH DESIGNATES SIXED, ATRIUM DESIGNATES THREE, AND THE WFUBMC BOARD ELECTS TWO; AND THE MEDICAL CENTER (INCLUDING WFUHS AND THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE) WAS ESTABLISHED AS THE ACADEMIC CORE OF THE ENTERPRISE RESPONSIBLE FOR ITS ACADEMIC AND RESEARCH ACTIVITIES. UNDER THIS ARRANGEMENT, EACH ATRIUM ENTERPRISE PARTICIPANT (AND ITS AFFILIATES) MAINTAINS ITS SEPARATE LEGAL EXISTENCE AND CONTINUES TO OWN ITS ASSETS AND RETAIN ALL POWER, AUTHORITIES, RIGHTS AND REMEDIES NECESSARY OR APPROPRIATE TO ALLOW IT TO COMPLY WITH ITS PRE-EXISTING DEBT INSTRUMENTS. WFUBMC AND CMHA DELEGATED AUTHORITY TO ATRIUM TO MANAGE AND OVERSEE THEIR ACTIVITIES AND OPERATIONS, SUBJECT TO THE AUTHORITY OF THE UNIVERSITY, WFUHS, AND WFUBMC OVER ACADEMIC AND RESEARCH MATTERS, THE EXERCISE OF CERTAIN RESERVED POWERS, AND THE CARRYING OUT OF CERTAIN RESPONSIBILITIES BY THE WFUBMC BOARD AND THE CMHA BOARD OF COMMISSIONERS. THE RESERVED POWERS OF EACH ATRIUM ENTERPRISE PARTICIPANT INCLUDE THE POWER TO APPROVE A CHANGE IN ITS FUNDAMENTAL BUSINESS OR MISSION AND, SUBJECT TO THE ATRIUM BOARD'S APPROVAL, TO DEVELOP ITS STRATEGIC PLANS (WHICH WILL BE GENERALLY CONSISTENT WITH THOSE OF THE ENTIRE ENTERPRISE) AND ITS CAPITAL AND OPERATING BUDGETS. THE WAKE FOREST SCHOOL OF MEDICINE CONTINUES AS AN ACADEMIC UNIT OWNED AND OPERATED BY THE UNIVERSITY THROUGH WFUHS. THE EXECUTIVE VICE PRESIDENT FOR HEALTH AFFAIRS IS AN OFFICER OF THE UNIVERSITY, AND CONCURRENTLY HOLDS APPOINTMENTS AS THE CHIEF EXECUTIVE OFFICER AND THE CHIEF ACADEMIC OFFICER (CAO) OF WFUBMC AND THE ENTERPRISE. THE CAO REPORTS EXCLUSIVELY TO THE UNIVERSITY PRESIDENT ON SCHOOL OF MEDICINE-RELATED ACADEMIC MATTERS AND THE PRESIDENT MUST CONSENT TO THE APPOINTMENT OF THE DEAN OF THE SCHOOL OF MEDICINE BY THE CAO. THE UNIVERSITY, GENERALLY THROUGH THE SCHOOL OF MEDICINE, CONTINUES TO BE RESPONSIBLE FOR, AND HAVE THE AUTHORITY REGARDING, ALL ACADEMIC FUNCTIONS OF THE SCHOOL OF MEDICINE. AS SUCH, THE UNIVERSITY CONTINUES TO HOLD AND EXERCISE, AT MINIMUM, THE DEGREE OF ACADEMIC AND ACADEMICALLY-RELATED ADMINISTRATIVE AUTHORITY OVER WFUBMC, THE SCHOOL OF MEDICINE, AND WFUHS THAT THE UNIVERSITY EXERCISED PRIOR TO THE CREATION OF THE ENTERPRISE. IN ADDITION TO FORMING A UNIFIED HEALTH SYSTEM, A SECOND CAMPUS OF THE SCHOOL OF MEDICINE WILL BE ESTABLISHED IN CHARLOTTE, NORTH CAROLINA, WHICH WILL BE AFFILIATED WITH ATRIUM AND IS SCHEDULED TO OPEN TO FIRST-YEAR M.D. STUDENTS IN COMING YEARS. THE ADDITION OF THE SECOND CAMPUS IS EXPECTED TO APPROXIMATELY DOUBLE THE ENROLLMENT OF THE SCHOOL OF MEDICINE. EFFECTIVE MAY 9, 2022, ATRIUM HEALTH, INC. (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 THE WAKE FOREST BAPTIST ENTITIES, AND AAH AND ITS AFFILIATES WOULD BECOME FULLY FUNCTIONING PARTS OF A NEW INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "SYSTEM") 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, WFU UNDER THE RELATED AGREEMENTS (BUT NOT INCLUDING THE GOVERNING DOCUMENTS OF ATRIUM, CMHA, AND WFBMC) RELATED TO THE ENTERPRISE WERE PRESERVED IN THE SYSTEM, EXCEPT THOSE RIGHTS AND BENEFITS THAT WERE ELEVATED TO ADVOCATE HEALTH AND WERE MODIFIED IN THE SYSTEM 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 SYSTEM AS A WHOLE. |
| FORM 990, PART VI, SECTION A, LINE 6 | WAKE FOREST UNIVERSITY IS THE SOLE MEMBER OF THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DIRECTORS OF THE FILING ORGANIZATION ARE ELECTED BY THE BOARD OF TRUSTEES OF ITS SOLE MEMBER, WAKE FOREST UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE FILING ORGANIZATION'S GOVERNING BODY WHICH REQUIRE APPROVAL BY THE ORGANIZATION'S SOLE MEMBER, WAKE FOREST UNIVERSITY, INCLUDE AMENDMENTS TO CERTAIN FUNDAMENTAL DOCUMENTS (ARTICLES OF INCORPORATION AND BYLAWS); ACADEMIC APPOINTMENT OF FACULTY, GRANT OF TENURE AND DISMISSAL; AND DISSOLUTION. THE DISPOSITION OF CERTAIN REAL PROPERTY OF THE FILING ORGANIZATION IS SUBJECT TO THE APPROVAL OF THE CHAIR AND VICE CHAIR OF THE BOARD OF WFUBMC. NOTWITHSTANDING THE FILING ORGANIZATION'S PARTICIPATION IN THE HEALTH SYSTEM INTEGRATION AMONG ITS PARENT ENTITY (WAKE FOREST UNIVERSITY), WFUBMC, NCBH, AND CMHA DESCRIBED IN THE NARRATIVE RESPONSE ON SCHEDULE O TO THE EXPLANATION REGARDING PART VI, SECTION A, LINE 3, WHEREBY THE FILING ORGANIZATION BECAME A PART OF A SINGLE, INTEGRATED HEALTHCARE DELIVERY AND ACADEMIC SYSTEM (THE "ATRIUM ENTERPRISE") MANAGED AND OVERSEEN BY ATRIUM HEALTH, INC., SIGNIFICANT AUTHORITY OVER GOVERNANCE DECISIONS REGARDING THE ACADEMIC OPERATIONS OF THE WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE AND ITS PROGRAMS AND FACULTY WAS RETAINED IN THE FILING ORGANIZATION AND ITS PARENT AS SUMMARIZED IN THAT NARRATIVE RESPONSE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FILING ORGANIZATION'S BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW AND COMMENT PRIOR TO ITS FILING. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL BOARD MEMBERS PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES OFFICERS AND KEY EMPLOYEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DETERMINE ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS NOTED IN THE QUESTIONNAIRE ARE REVIEWED BY A STANDING COMMITTEE FOR APPROPRIATE RESOLUTION. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DETERMINE AND REPORT ANNUALLY, AND AS THEY ARISE, ANY POTENTIAL CONFLICTS OF INTEREST TO THE SECRETARY OF THE BOARD OF DIRECTORS. THE RESOLUTION OF POTENTIAL AND ACTUAL CONFLICTS IS SUBJECT TO THE APPROVAL OF THE CHAIR OF THE BOARD AND IS REPORTED TO THE CHAIR OF THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | 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, BENEFITS, AND EQUITY COMMITTEE. THE COMPENSATION, BENEFITS, AND EQUITY 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 THE 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. WFU AND WFUBMC ARE ORGANIZATIONS RELATED TO THE FILING ORGANIZATION. NCBH AND AHI ARE ORGANIZATIONS UNRELATED TO THE FILING ORGANIZATION. THUS, CERTAIN DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION DEVOTE HOURS TO RELATED ORGANIZATIONS (WFU AND WFUBMC) AND THEIR SUBSIDIARIES AND/OR TO UNRELATED ORGANIZATIONS (NCBH AND AHI) AND THEIR SUBSIDIARIES. |
| FORM 990, PART XI, LINE 9: | EQUITY METHOD AFFILIATES -69,784,859. ACTUARIAL GAIN 2,556,037. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 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 BOULEVARD | WINSTON SALEM | NC | 27157 | 203073357 | REAL ESTATE HOLDING COMPANY | NC | $551,329 | $21,409 | WAKE FOREST UNIV HEALTH SCIENCES |
| WFIQ HOLDINGS LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 050549344 | REAL ESTATE HOLDING COMPANY | NC | $1,970,732 | $89,824,663 | 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 BOULEVARD | WINSTON SALEM | NC | 27157 | 861123819 | REAL ESTATE HOLDING COMPANY | NC | $0 | $0 | WAKE FOREST UNIV HEALTH SCIENCES |
| BRF-A1 LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 861123822 | REAL ESTATE HOLDING COMPANY | NC | -$50,364 | $459,960 | WAKE FOREST UNIV HEALTH SCIENCES |
| WFIQ HOLDINGS II LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 271917927 | REAL ESTATE HOLDING COMPANY | NC | $0 | $0 | WAKE FOREST UNIV HEALTH SCIENCES |
| WFIQ HOLDINGS III LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 271918085 | REAL ESTATE HOLDING COMPANY | NC | -$6,111 | $1,726,967 | WAKE FOREST UNIV HEALTH SCIENCES |
| PARK IMP 1 LLC | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 272070963 | REAL ESTATE HOLDING COMPANY | NC | $0 | $0 | WAKE FOREST UNIV HEALTH SCIENCES |
| WAKE FOREST AMBULATORY VENTURES LLC (FR 9124) | |||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 820777206 | HEALTHCARE | NC | $4,582,290 | $1,123,142 | WAKE FOREST UNIV HEALTH SCIENCES |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 510190238 | FACILITATE THE CARRYING OUT OF THE FUNCTIONS AND PURPOSES OF WFUHS & NCBH | NC | 501(C)(3) | LINE 12A, I | N/A | 0 | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 900222618 | HEALTHCARE | NC | 501(C)(3) | LINE 12A, I | Yes (1) | WAKE FOREST UNIV HEALTH SCIENCES | |
| WAKE FOREST EMERGENCY PROVIDERS | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 561903275 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | Yes (1) | WAKE FOREST UNIV HEALTH SCIENCES | |
| CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA | |||||||||||
| 575 N PATTERSON STREET | WINSTON SALEM | NC | 27101 | 463674691 | HEALTHCARE RESEARCH | NC | 501(C)(3) | LINE 7 | Yes (1) | WAKE FOREST UNIV HEALTH SCIENCES | |
| REGENMED DEVELOPMENT ORGANIZATION | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 202710571 | HEALTHCARE RESEARCH | NC | 501(C)(3) | LINE 7 | Yes (1) | WAKE FOREST UNIV HEALTH SCIENCES | |
| 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 | 0 | WAKE FOREST UNIVERSITY | |
| REYNOLDA HOUSE INC | |||||||||||
| POBOX 7287 | WINSTON SALEM | NC | 27109 | 560810676 | MUSEUM OF AMERICAN ART | NC | 501(C)(3) | LINE 7 | 0 | WAKE FOREST UNIVERSITY | |
| WAKE FOREST UNIVERSITY FOUNDATION | |||||||||||
| PO BOX 7201 | WINSTON SALEM | NC | 27109 | 562038193 | REAL ESTATE HOLDING AND MANAGEMENT | NC | 501(C)(3) | LINE 12A, I | 0 | WAKE FOREST UNIVERSITY | |
| INNOVATION QUARTER | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 061818498 | RESEARCH PARK DEVELOPMENT | NC | 501(C)(3) | LINE 12A, I | Yes (1) | WAKE FOREST UNIV HEALTH SCIENCES | |
| WAKE FOREST INNOVATION QUARTER DEVELOPMENT CO | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 562094067 | RESEARCH PARK DEVELOPMENT | NC | 501(C)(6) | Yes (1) | WAKE FOREST UNIV HEALTH SCIENCES | ||
| WAKE FOREST INNOVATION QUARTER CDC | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 200177581 | RESEARCH PARK DEVELOPMENT | NC | 501(C)(3) | LINE 12A, I | Yes (1) | WAKE FOREST UNIV HEALTH SCIENCES | |
| MEDICAL FOUNDATION OF WFUHS & NCBH | |||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 566036688 | SUPPORTING ORGANIZATION | NC | 501(C)(3) | LINE 12A, I | N/A | 0 | |
| WAKE FOREST UNIVERSITY | |||||||||||
| PO BOX 7201 | WINSTON SALEM | NC | 27109 | 560532138 | UNIVERSITY | NC | 501(C)(3) | LINE 2 | N/A | 0 | |
| ADVOCATE HEALTH INC | |||||||||||
| 1000 BLYTHE BLVD | CHARLOTTE | NC | 28203 | 884157429 | HEALTHCARE | NC | 501(C)(3) | LINE 12B, II | 0 | ||
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 | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VERGER FUND II LLC | ||||||||||||||
| 751 W FOURTH STREET STE 410 | WINSTON SALEM | NC | 27101 | 352514227 | INVESTMENT | NC | WAKE FOREST UNIVERSITY HEALTH SCIENCES | EXCLUDED | $36,987,872 | $573,417,524 | 0 | 0 | 0.64310 | |
| VERGER CAPITAL FUND LLC | ||||||||||||||
| 751 W FOURTH STREET STE 410 | WINSTON SALEM | NC | 27101 | 464027021 | INVESTMENT | NC | 0 | 0 | N/A | |||||
| VERGER CAPITAL MANAGEMENT LLC | ||||||||||||||
| 751 W FOURTH STREET STE 410 | WINSTON SALEM | NC | 27101 | 464037343 | INVESTMENT | NC | 0 | 0 | N/A | |||||
| WAKE FOREST AMBULATORY VENTURES LLC (TO 83124) | ||||||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | 820777206 | HEALTHCARE | NC | WAKE FOREST UNIVERSITY HEALTH SCIENCES | EXCLUDED | $1,339,546 | 0 | 0 | 0.80000 | ||
| WAKE FOREST TECHNOLOGY DEVELOPMENT PROGRAM LP | ||||||||||||||
| 2520 MERIDIAN PARKWAY | DURHAM | NC | 27713 | 475437596 | INVESTMENT | NC | WAKE FOREST UNIVERSITY HEALTH SCIENCES | EXCLUDED | 0 | 0 | 0.99000 | |||
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 | Controlled OrganizationControlledOrganizationInd | EINEIN | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS | ||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | INVESTMENT | NC | WAKE FOREST UNIVERSITY HEALTH SCIENCES | 0 | |||
| NORTH DISTRICT OWNERS ASSOCIATION | ||||||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | PROPERTY OWNERS ASSOCIATION | NC | 0 | 471128865 | N/A | C | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MEDICAL FOUNDATION OF WFUHS & NCBH | ||
| P | $598,182 | COST |
| REGENMED DEVELOPMENT ORGANIZATION | ||
| Q | $126,629 | COST |
| WAKE FOREST AMBULATORY VENTURES LLC | ||
| A | $688,664 | COST |
| WAKE FOREST AMBULATORY VENTURES LLC | ||
| P | $94,985 | COST |
| WAKE FOREST EMERGENCY PROVIDERS | ||
| P | $22,274,894 | COST |
| INNOVATION QUARTER | ||
| Q | $170,636 | COST |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN | ||
| N | $2,295,706 | FMV |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN | ||
| L | $1,027,755 | COST |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES GROUP RETURN | ||
| P | $1,009,677 | COST |