NORTH CAROLINA BAPTIST HOSPITAL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CAROLINA BAPTIST HOSPITAL (EIN 56-0552787)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201821349349302157
- Schema version
- 2016v3.0
- 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 F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T09:18:41-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560552787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North Carolina Baptist Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 3367164445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Medical Center Blvd | AddressLine1Txt |
| City | WinstonSalem | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bradley A Clark | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3367164445 | PhoneNum |
| Signature | 2018-05-03 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00008888 | PTIN |
| Phone | 3362753394 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 152.11.164.128 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-03 | IPDt |
| IP Tm | 09:35:37 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DC01AECBE81A4AD4CD4D193E44ADD2DAE604305A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Julie Ann Freischlag MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Medical Center Blvd | AddressLine1Txt |
| City | WinstonSalem | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,742,241,702 | 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 | 1923 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | Improving the health of our region, state and nation | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1953 | TotalVolunteersCnt |
| Total Gross UBI | $5,314,446 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,814,419 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,550,774 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,544,874 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,464,555,266 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,714,387,607 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,968,573 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,548,008 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,608,827 | PYOtherRevenueAmt |
| CY Other Revenue | $6,025,132 | CYOtherRevenueAmt |
| PY Total Revenue | $1,487,683,440 | PYTotalRevenueAmt |
| CY Total Revenue | $1,737,505,621 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,969,391 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,234,809 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $591,105,105 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $609,286,376 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $863,383,655 | PYOtherExpensesAmt |
| CY Other Expenses | $1,071,651,556 | CYOtherExpensesAmt |
| PY Total Expenses | $1,456,458,151 | PYTotalExpensesAmt |
| CY Total Expenses | $1,682,172,741 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $31,225,289 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $55,332,880 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,847,321,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,934,393,445 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $909,679,590 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $875,307,080 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $937,641,723 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,059,086,365 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O FOR CONTINUATIONWake Forest Baptist Medical Center's mission is to improve the health of the region, state and nation by:- Serving as the premier health system in the region, with specific centers of excellence recognized as national and international care destinations.- Generating and translating knowledge to prevent, diagnose and treat disease.- Training tomorrow's leaders in health care and biomedical science. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,504,840,309 | ExpenseAmt |
| Grant | $1,234,809 | GrantAmt |
| Revenue | $1,711,178,764 | RevenueAmt |
| Desc | See schedule O for complete descriptionNorth Carolina Baptist Hospital is an integral part of Wake Forest Baptist Medical Center, a preeminent, internationally recognized academic medical center of the highest quality with balanced excellence in patient care, research and education. The following paragraphs are provided to explain the relationship of the filing organization with other organizations which together comprise "Wake Forest Baptist Medical Center," the name not of any one corporate entity, but used generically to describe a large group of mostly tax-exempt 501 (c)(3) organizations performing various academic medical center activities in northwest North Carolina, including patient care, medical research, technology transfer and medical education. Because these activities are not all performed by each organization, the narrative that follows will include descriptions of activities that are performed by the filing organization and by a related (or unrelated but affiliated) organization; they are again provided to illustrate a complete picture of the filing organization's role in this integrated academic medical center's comprehensive activities. Wake Forest Baptist Medical Center is northwest North Carolina's sole academic medical center, bringing to the region the resources of one of America's top hospitals and innovative research centers and a premier medical school. Wake Forest University Baptist Medical Center is a corporation whose members are Wake Forest University and North Carolina Baptist Hospital. The medical center operates Wake Forest University School of Medicine, which has a faculty of 1,247, including physicians and basic scientists. The medical center has 1,029 acute care and rehabilitation beds operative across the system, which encompasses its main campus (885 beds), Wake Forest Baptist Health Lexington Medical Center (94 beds) and Wake Forest Baptist Health Davie Medical Center (50 beds). The medical center opened a $47 million, 50-bed inpatient facility at Davie Medical Center in the spring of 2017. Overall, Wake Forest Baptist Medical Center serves a 24-county region in northwestern North Carolina and southwestern Virginia and also draws patients from across the nation for select services.The medical center is the driving force behind the establishment of Wake Forest Innovation Quarter, a growing urban-based district for research, business and education in biomedical science, information technology, clinical services and advanced materials located in downtown Winston-Salem. Home to more than 152 companies, four leading institutions, more than 3,600 workers, 1,522 students and 8,000 workforce trainee participants, the Innovation Quarter currently comprises 1.9 million square feet of office, laboratory and educational space on its 337 developable acres. In July 2016, Wake Forest University Health Sciences students began their medical careers in the Bowman Gray Center for Medical Education in the Innovation Quarter. The $60 million building was designed with the next generation of physician-leaders in mind. It includes the latest technologies and simulation labs that allow students to prepare for real-life experiences. The opening of the Bowman Gray Center coincided with the adoption of a new medical school curriculum that is one of the most advanced in the country.In November 2016, Wake Forest Baptist Medical Center was awarded a five-year, $8.7 million grant from the National Institutes of Health for the establishment of a new center for research into Alzheimer's disease. The Alzheimer's Disease Core Center at Wake Forest Baptist is among 31 NIH-funded Alzheimer's research centers in the country and the only one in North Carolina. The center will provide training in translational research to new investigators and develop educational programs about Alzheimer's and dementia for health care professionals, patients and family members, and the community at large. The center already is offering groundbreaking clinical trials, including studies that examine how exercise, diet and new drugs may affect the development or progress of Alzheimer's and dementia.1. CLINICAL SERVICES Wake Forest Baptist Medical Center is nationally recognized for clinical excellence and internationally known for pioneering research and clinical innovation. Its clinical enterprise, Wake Forest Baptist Health, offers expertise in more than 100 areas of medicine, encompassing comprehensive preventive and highly specialized care for all ages. The medical center network includes the 167-bed Comprehensive Cancer Center and the 144-bed Brenner Children's Hospital, both of which are on the main campus in Winston-Salem, as well as community hospitals in neighboring Davidson and Davie counties. Across its service area of northwest North Carolina and southwest Virginia, Wake Forest Baptist has 3 emergency departments, 3 urgent care centers, 72 primary care clinics, 265 specialty clinics, 18 out-patient dialysis centers, 1 free-standing dialysis access-center, and freestanding imaging and endoscopy centers. The medical center employs 1,865 physicians, 3,184 registered nurses, and 716 residents and fellows. It has a total staff of 16,157. Overall in FY 2017, Wake Forest Baptist had 55,568 inpatient admissions, 158,344 Emergency Department visits and 1,868,802 outpatient encounters (ambulatory visits and outpatient encounters).2. OUTREACHWake Forest Baptist Medical Center continues a broad-based effort to reach underserved populations across its service area. The Medical Center's annual Community Benefits report reflects this commitment. In fiscal 2017, the Medical Center spent $374 million to support these areas: Subsidized health costs Community health outreach Charity care Research EducationOne anchor of outreach for the Medical Center is its Downtown Health Plaza, a full-service, outpatient medical clinic that serves many of Forsyth County's uninsured and underinsured residents with a state-of-the-art medical home. In addition to clinical care, the Downtown Health Plaza offers community health fairs, diabetes education and a Centering Pregnancy Program that is reducing the incidence of low birth weight babies. Altogether, 64,768 patient visits were recorded at the Downtown Health Plaza in the 2017 fiscal year, and another 13,348 visits were recorded at Winston East Pediatrics, a nearby Wake Forest Baptist care facility serving the uninsured and underinsured.The Medical Center's programs and partnerships reflect innovative efforts to reach underserved populations. They include:*Regular community-based health clinics, including: the weekly Delivering Equal Access to Care (DEAC) Clinic at the Community Care Center in Winston-Salem, the monthly Triad Free Health Clinic at Community Mosque in Winston-Salem, the monthly Grace Clinic at New Light Missionary Baptist Church in Winston-Salem and the annual Share the Health Fair at the Downtown Health Plaza in Winston-Salem. These clinics, sponsored by private organizations and churches with volunteer assistance from Wake Forest Baptist physicians, nurses, medical students and others, attract thousands of people to screenings for acute and chronic conditions. * The School of Medicine's Physician Assistant (PA) program, which is increasing the number of PAs working in primary care in North Carolina's rural Appalachian counties through its second campus at Appalachian State University in Boone. * FaithHealthNC, an initiative that connects the caring strengths of congregations, the clinical expertise of providers and a network of community resources to ease those on the journey to health and healing, strengthening communities in the process. One example of this work is a FaithHealth program in which workers known as Supporters of Health connect patients with resources they need after a health incident or hospitalization. The goal is to help these patients avoid readmission, in particular to the emergency department. 3. EDUCATIONAL MISSION AND ACCOMPLISHMENTS The constituent organizations of Wake Forest Baptist Medical Center operate a broad range of educational programs, graduating skilled practitioners. It attracts some of the world's most competitive medical students, residents and fellows, as well as students in clinical pastoral care, nurse anesthesia and other areas. In the most recent reporting period, Wake Forest Baptist invested more than $107.3 million in the education of tomorrow's health care and biomedical leaders and in research funding not covered by outside sources. That investment supported the training of 491 medical students, 716 physician residents and fellows, 267 graduate students and 175 physician assistants. In addition, Wake Forest University School of Medicine offered 1,935 continuing medical education activities that drew 35,019 participants from throughout the region. | Desc |
| Total Program Service Expenses | $1,504,840,309 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 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 | 275 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Dolan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367164445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Medical Center Blvd | AddressLine1Txt |
| City | Winston Salem | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ARTHUR A GIBEL | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHRYN H HAMRICK | |||||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| A LEE HERRING | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Carol F Polk | |||||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C WARDEN JR | |||||||||
| Chairman | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| SHEREE B WATSON | |||||||||
| Vice Chairman | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RAY N HOWELL III D MIN | |||||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen L Robertson | |||||||||
| Trustee | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN L WELCH JR | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| George D Renfro | |||||||||
| Trustee | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| R Michael Wells | |||||||||
| Trustee | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D MCCONNELL MD | |||||||||
| Trustee & CEO (to 4/26/17) | 20.30 | 19.70 | Yes (X) | $2,031,055 | $0 | $266,426 | Yes (X) | ||
| Julie A Freischlag MD | |||||||||
| CEO & Interim Dean (eff 4/27/17) | 16.50 | 23.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| J MCLAIN WALLACE JR | |||||||||
| SVP Gen Cnsl/Secretary | 29.00 | 11.00 | $0 | $583,744 | $151,020 | Yes (X) | |||
| KAREN H HUEY | |||||||||
| VP Facilities | 23.00 | 17.00 | $0 | $369,171 | $88,059 | Yes (X) | |||
| ERIC TOMLINSON | |||||||||
| Chief Innovation officer | 5.20 | 34.80 | $799,427 | $0 | $111,994 | Yes (X) | |||
| NORMAN D POTTER JR | |||||||||
| VP Dev & Alumni Af (to 2/28/17) | 20.00 | 20.00 | $426,485 | $0 | $101,230 | Yes (X) | |||
| Edward Abraham MD | |||||||||
| Dean, School of Medicine | 5.00 | 35.00 | $934,669 | $0 | $179,169 | Yes (X) | |||
| Bradley A Clark | |||||||||
| Treasurer | 17.50 | 22.50 | $0 | $355,369 | $77,288 | Yes (X) | |||
| Terry G Williams | |||||||||
| EVP Ch Strategy Officer | 26.90 | 13.10 | $0 | $725,787 | $170,369 | Yes (X) | |||
| Chad A Eckes | |||||||||
| EVP, CFO, Asst Treas (to 6/11/17) | 24.30 | 15.70 | $0 | $984,048 | $231,334 | Yes (X) | |||
| Kevin P High MD | |||||||||
| EVP, HS Affairs | 27.20 | 12.80 | $817,847 | $0 | $186,831 | Yes (X) | |||
| Deette M Emon | |||||||||
| VP CIO | 22.50 | 17.50 | $0 | $515,506 | $108,015 | Yes (X) | |||
| Robert Gfeller | |||||||||
| EVP - Chief Mrkting Officer | 20.00 | 20.00 | $0 | $582,269 | $144,136 | Yes (X) | |||
| Steven Bloom | |||||||||
| VP, Chief HR Officer (to 8/22/16) | 20.00 | 20.00 | $0 | $0 | $0 | Yes (X) | |||
| Lilicia Bailey | |||||||||
| SVP & Ch People Off (eff 8/23/16) | 30.00 | 10.00 | $0 | $169,508 | $24,137 | Yes (X) | |||
| Michael T Waid | |||||||||
| Sr VP Hlth Sys Ops & Integ | 34.60 | 5.40 | $0 | $490,192 | $121,840 | Yes (X) | |||
| Cathleen Wheatley | |||||||||
| Chief Nurse Exec, VP Clini | 39.00 | 1.00 | $0 | $523,022 | $110,457 | Yes (X) | |||
| Charles R Vignos | |||||||||
| VP Managed Care | 35.40 | 4.60 | $0 | $400,298 | $89,076 | Yes (X) | |||
| Conrad Emmerich | |||||||||
| Sr. VP Business Services | 39.00 | 1.00 | $0 | $426,433 | $100,951 | Yes (X) | |||
| Victoria Russell | |||||||||
| VP, Clinical operations | 40.00 | 0.00 | $0 | $534,378 | $37,176 | Yes (X) | |||
| JOANNE C RUHLAND | |||||||||
| Former Officer | 20.00 | 20.00 | $0 | $320,824 | $85,065 | Yes (X) | |||
| Cheryl EH Locke | |||||||||
| Former Officer | 30.00 | 10.00 | $0 | $535,148 | $101,973 | Yes (X) | |||
| RUSSELL M HOWERTON MD | |||||||||
| Former Officer | 24.10 | 15.90 | $698,389 | $0 | $177,305 | Yes (X) | |||
| Lisa M Wyatt | |||||||||
| Former Officer | 0.00 | 0.00 | $104,500 | $0 | $122 | Yes (X) | |||
| K Barbara Carbone MD | |||||||||
| Former Officer | 0.00 | 0.00 | $395,567 | $0 | $122 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,207,939 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $7,515,697 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,664,095 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 |
|---|---|---|---|---|---|
| Medtronic USA Inc | |||||
| 710 Medtronic Parkway | Minneapolis | MN | 55432 | Medical Products | $16,107,657 |
| Cardinal Health | |||||
| 7000 Cardinal Place | Dublin | OH | 43017 | Medical Products | $11,926,842 |
| Phillips Electronics North America | |||||
| 3000 Minuteman Road | Andover | MA | 01810 | Medical Technology | $9,411,973 |
| Stryker Corporation | |||||
| 2825 Airview Blvd | Portage | MI | 49002 | Medical Technology | $8,204,292 |
| Angelica Textile Services Inc | |||||
| 4 Anson St | Durham | NC | 27703 | Linens & Textile Srv | $6,860,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 272 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,015,587 | RelatedOrganizationsAmt |
| Government Grants | $775,568 | GovernmentGrantsAmt |
| All Other Contributions | $1,753,719 | AllOtherContributionsAmt |
| Noncash Contributions | $346,623 | NoncashContributionsAmt |
| Total Contributions | $3,544,874 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Patient Service Revenue | 621990 | $1,699,768,828 | $1,699,768,828 | |
| Medical/Lab Service | 621500 | $7,031,421 | $4,203,552 | $2,827,869 |
| Dietary | 722210 | $5,915,381 | $5,534,407 | $380,974 |
| Tuition | 611600 | $1,671,977 | $1,671,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,714,387,607 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,049,586 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,105,603 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,943,983 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,541,568 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,387,712 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,153,856 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,153,856 | TotalRevenueColumnAmt |
| Exclusion | $2,153,856 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $846,791 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $2,348,369 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $846,791 | SecuritiesAmt |
| Other | -$2,348,369 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,501,578 | TotalRevenueColumnAmt |
| Exclusion | -$1,501,578 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Parking Fees | 900099 | $3,531,367 | $3,531,367 |
| Gift Shop Revenue | 453220 | $339,909 | $339,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,871,276 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,737,505,621 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,711,178,764 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,314,446 | UnrelatedBusinessRevenueAmt |
| Exclusion | $17,467,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,176,376 | TotalAmt |
| Program Services | $1,176,376 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,433 | TotalAmt |
| Program Services | $58,433 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,954,491 | TotalAmt |
| Program Services | $7,455,791 | ProgramServicesAmt |
| Management And General | $10,498,700 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,202,470 | TotalAmt |
| Program Services | $385,431,422 | ProgramServicesAmt |
| Management And General | $93,771,048 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,359,977 | TotalAmt |
| Program Services | $28,019,983 | ProgramServicesAmt |
| Management And General | $9,339,994 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,938,974 | TotalAmt |
| Program Services | $29,731,072 | ProgramServicesAmt |
| Management And General | $7,207,902 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,830,464 | TotalAmt |
| Program Services | $28,372,848 | ProgramServicesAmt |
| Management And General | $9,457,616 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,460 | TotalAmt |
| Program Services | $41,365 | ProgramServicesAmt |
| Management And General | $75,095 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,427 | TotalAmt |
| Management And General | $604,427 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $629,088 | TotalAmt |
| Program Services | $629,088 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,387,904 | TotalAmt |
| Program Services | $3,387,904 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,237,638 | TotalAmt |
| Program Services | $296,340,317 | ProgramServicesAmt |
| Management And General | $11,897,321 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,087,034 | TotalAmt |
| Program Services | $1,241,504 | ProgramServicesAmt |
| Management And General | $1,845,530 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,465,854 | TotalAmt |
| Program Services | $35,229,265 | ProgramServicesAmt |
| Management And General | $22,236,589 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,495,100 | TotalAmt |
| Program Services | $27,465,982 | ProgramServicesAmt |
| Management And General | $6,029,118 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,875,276 | TotalAmt |
| Program Services | $15,744,344 | ProgramServicesAmt |
| Management And General | $2,130,932 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,218,179 | TotalAmt |
| Program Services | $697,400 | ProgramServicesAmt |
| Management And General | $520,779 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,017,445 | TotalAmt |
| Program Services | $717,758 | ProgramServicesAmt |
| Management And General | $299,687 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,493,020 | TotalAmt |
| Program Services | $18,161,901 | ProgramServicesAmt |
| Management And General | $331,119 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,660,867 | TotalAmt |
| Program Services | $80,660,867 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,195,522 | TotalAmt |
| Program Services | $2,166,578 | ProgramServicesAmt |
| Management And General | $28,944 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $341,409,345 | $341,168,330 | $241,015 |
| Bad Debt | $158,285,920 | $158,285,920 | |
| Provider Assessment | $42,655,861 | $42,655,861 | |
| Income Taxes | $816,616 | $816,616 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682,172,741 | TotalAmt |
| Program Services | $1,504,840,309 | ProgramServicesAmt |
| Management And General | $177,332,432 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,198,908 | BOYAmt |
| EOY | $107,549,664 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,318,616 | BOYAmt |
| EOY | $258,930,978 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,871,266 | BOYAmt |
| EOY | $20,600,547 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,539,256 | BOYAmt |
| EOY | $35,477,898 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,044,565 | BOYAmt |
| EOY | $15,462,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,617,570,724 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $971,419,131 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $636,661,033 | BOYAmt |
| EOY | $646,151,593 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,390,837 | BOYAmt |
| EOY | $634,322,349 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,540,231 | BOYAmt |
| EOY | $108,363,714 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,192,419 | BOYAmt |
| EOY | $99,707,452 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,182 | BOYAmt |
| EOY | $7,826,421 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,847,321,313 | BOYAmt |
| EOY | $1,934,393,445 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,834,225 | BOYAmt |
| EOY | $268,727,950 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $479,434,631 | BOYAmt |
| EOY | $469,287,569 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,749,528 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,410,734 | BOYAmt |
| EOY | $125,542,033 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $909,679,590 | BOYAmt |
| EOY | $875,307,080 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,966,631 | BOYAmt |
| EOY | $1,052,738,469 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,187,872 | BOYAmt |
| EOY | $3,786,499 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,487,220 | BOYAmt |
| EOY | $2,561,397 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,641,723 | BOYAmt |
| EOY | $1,059,086,365 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,847,321,313 | BOYAmt |
| EOY | $1,934,393,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $55,332,880 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $46,866,105 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $19,245,657 | 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 | $422,546 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $206,542 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $629,088 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | SUPPORT OF GOVT. RELATIONS OFFICE AND Prorata portion of dues paid to state and local 501(c)(6) organizations that represents lobbying on behalf of its members. The Medical Center's Office of Government Relations was actively involved with several federal and state issues. The office assisted in developing political advocacy strategies regarding legislation addressing the opioid and heroin epidemic; federal student aid; emergency preparedness requirements; veterans reform legislation; passage and implementation of the 21st Century Cures Act; hospital star ratings, 340B drug pricing program proposed rules; Department of Labor Overtime Rule delay; immigration executive orders; various ACA repeal and replace bills; Medicaid reform (1115 waiver) and proposed Medicaid restructuring (per capita payments); changes to the provisions of the Medicare Access and CHIP Reauthorization Act (MACRA); Childress Institute for Pediatric Trauma Congressional Briefing before House Energy and Commerce Committee; tax reform including Historic Tax Preservation Tax Credit for Wake Forest Innovation Quarter; bills to increase physician residency slots by 15,000 over five years at teaching hospitals; FY 2018 Inpatient Prospective Payment System (IPPS) Rule; Staff worked on the FY2018 Budget; and the CY 2018 Medicare Physician Fee Schedule and other changes to Medicare Part B reimbursement. Staff also worked on many of the FY 2018 appropriations bills and proposed legislation and regulations that were introduced, including the Department of Health and Human Services regarding the National Institutes of Health (NIH) budget and the proposed cuts to the Facilities and Administrative (F&A) expenses, and Veterans Affairs (VA) Research and Medical Care funding to ease access for veterans seeking health care from non-VA providers; and the Child Health Insurance Program (CHIP) reauthorization bill. At the state level, efforts were concentrated on restoration of $30 million Medicaid Graduate Medical Education (GME) funding and the repeal of the requirement to submit a state plan amendment to eliminate Medicaid GME funding to the Center for Medicare and Medicaid Services (CMS); language to permit a physician UPL extension payment; changes to the state Health Information Exchange (HIE) program; insurance coverage for oral chemotherapy; special provisions language in FY 17-18 budget for the Office of the Medical Examiner; funding for the Wake Forest Armed Forces Institute for Regenerative Medicine (AFIRM); repeal of the certificate of need law; defeat of proposed legislation to allow optometrists surgical privileges and protection of the $45 million hospital sales tax refund cap. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,675,092 | BeginningYearBalanceAmt |
| Contributions | $692,865 | ContributionsAmt |
| Investment Earnings Or Losses | $347,227 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $367,288 | OtherExpendituresAmt |
| End Year Balance | $6,347,896 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,763,723 | BeginningYearBalanceAmt |
| Contributions | $1,709,682 | ContributionsAmt |
| Investment Earnings Or Losses | -$60,213 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,738,100 | OtherExpendituresAmt |
| End Year Balance | $5,675,092 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,007,181 | BeginningYearBalanceAmt |
| Contributions | $2,132,638 | ContributionsAmt |
| Investment Earnings Or Losses | $26,445 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,402,541 | OtherExpendituresAmt |
| End Year Balance | $5,763,723 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,768,404 | BeginningYearBalanceAmt |
| Contributions | $1,443,959 | ContributionsAmt |
| Investment Earnings Or Losses | $389,849 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,595,031 | OtherExpendituresAmt |
| End Year Balance | $5,007,181 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,088,305 | BeginningYearBalanceAmt |
| Contributions | $616,961 | ContributionsAmt |
| Investment Earnings Or Losses | $185,112 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,121,974 | OtherExpendituresAmt |
| End Year Balance | $4,768,404 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.40350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.59650 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,336,326 | OtherCostOrOtherBasisAmt |
| Book Value | $35,336,326 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $921,881,744 | OtherCostOrOtherBasisAmt |
| Depreciation | $537,733,352 | DepreciationAmt |
| Book Value | $384,148,392 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,181,509 | OtherCostOrOtherBasisAmt |
| Depreciation | $735,062 | DepreciationAmt |
| Book Value | $1,446,447 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $578,635,710 | OtherCostOrOtherBasisAmt |
| Depreciation | $412,285,851 | DepreciationAmt |
| Book Value | $166,349,859 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,535,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,664,866 | DepreciationAmt |
| Book Value | $58,870,569 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $646,151,593 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Publicly traded S&P index fund | Desc |
| Book Value | $108,363,714 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $108,363,714 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investments in Subsidiaries | Desc |
| Book Value | $99,707,452 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $99,707,452 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PLI & Other Liabilities | $45,091,214 |
| Pension Liabilities | $75,171,713 |
| Capital Lease | $5,279,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $125,542,033 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE HOSPITAL's ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT FOR EDUCATION, SCHOLARSHIPS, INDIGENT CARE, AND other Departmental Funding. |
| Part X, Line 2: | The organization HAS evaluated uncertain tax positions FOR ITS FISCAL YEARS ENDED JUNE 30, 2017 AND 2016, INCLUDING A quantification of tax risk in areas such as unrelated business taxable income and the taxation of ITS for-profit subsidiaries. This evaluation did not have a material effect on the Organization's FINANCIAL statements for the years ended June 30, 2017 and 2016. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $69,993,380 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $69,993,380 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $69,993,380 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $35,659,143 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $10,863,221 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $24,795,922 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01630 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $262,447,897 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $249,347,618 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $13,100,279 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00860 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $49,180,233 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $30,453,843 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18,726,390 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01230 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $347,287,273 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $290,664,682 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $56,622,591 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03720 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,998,726 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,998,726 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00200 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $97,858,936 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $21,437,930 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $76,421,006 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05010 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,363,103 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $2,363,103 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,351,730 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,351,730 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00090 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $104,572,495 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $21,437,930 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $83,134,565 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05460 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $451,859,768 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $312,102,612 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $139,757,156 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09180 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $359,393 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $359,393 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $144,412 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $144,412 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $503,805 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $503,805 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $42,814,542 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $489,701,392 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $561,982,167 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$72,280,775 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North Carolina Baptist Hospital | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Medical Center Blvd | AddressLine1Txt |
| City | Winston Salem | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| State License | H0011 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North Carolina Baptist Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| CHNA Conducted | 15 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | See Part V, Page 7 | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 16 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | See Part V, Page 7 | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Residency Criteria | Yes (X) | ResidencyCriteriaInd |
| Other Criteria | Yes (X) | OtherCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | www.wakehealth.edu/Financial-Assistance.htm | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | www.wakehealth.edu/Financial-Assistance.htm | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | www.wakehealth.edu/Financial-Assistance.htm | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| North Carolina Baptist Hospital | Part V, Section B, Line 5: Community input was obtained through the following sources: (1) Forsyth County resident surveys conducted by Forsyth County Health Department; (2) eight FaithHealth NC (a department of the Hospital) Community Asset Mapping workshops which sought opinions of both health providers and health seekers in Forsyth County's most vulnerable communities, including four workshops held specifically in Hispanic communities; and (3) comments from prior community health needs assessment and implementation strategy.Additionally, more than ten secondary data sources were reviewed, including Wake Forest Baptist Medical Center Community Dashboard/Health Communities, County Health Rankings & Roadmaps, 2014 State of the County Health, US Census Bureau, NC Center for Health Statistics, Centers for Disease Control, Behavior Risk Factor Surveillance System, Healthy People 2020, Healthy NC 2020, Centers for Medicare/Medicaid Services, Forsyth Futures Access to Health Care Forsyth County Report 2014, Forsyth County's Community Food System 2013, and Status of Homelessness in Forsyth County 2014. |
| North Carolina Baptist Hospital | Part V, Section B, Line 6a: The hospital's most recent CHNA was conducted in collaboration with Lexington Medical Center and Davie Medical Center. Both Davie Medical Center and Lexington Medical Center are affiliate hospitals of Wake Forest Baptist Medical Center. |
| North Carolina Baptist Hospital | Part V, Section B, Line 7d: N/APart V, Section B, Line 7a:www.wakehealth.edu/HCI/Needs-Assessment-and-Implementation-Reports.htmPart V, Section B, Line 10a:www.wakehealth.edu/HCI/Needs-Assessment-and-Implementation-Reports.htm |
| North Carolina Baptist Hospital | Part V, Section B, Line 11: The most recent community health needs assessment ("CHNA") identified the following significant health needs within the community: (1) access to health care, (2) chronic disease management and information, (3) behavioral and mental distress, (4) financial cost of health care and prescription drugs, (5) racism, (6) healthcare resources and education, (7) lack of insurance and undocumented patients, and (8) compassionate care.North Carolina Baptist Hospital (NCBH) prioritized the following three significant community health needs for its current CHNA as follows: (1) Access to Care; (2) Chronic Disease Management; and (3) Behavioral/Mental Health Distress. NCBH plans to provide community benefit programs responsive to these health needs through its approved CHNA Implementation Strategy. The NCBH CHNA Implementation Strategy outlines the implementation of programs and the evaluation of impact of those programs on priority community health needs identified from the CHNA. Specifically, the Hospital is addressing the significant health needs as follows:1. Access to CareBarriers such as lack of individual health insurance and high costs decrease access to quality health care and can lead to unmet health needs. The Hospital's current strategies include:--Encouraging appropriate emergency department utilization through care coordination across the community, hospital, and primary care through 1.) exploration of programs to coordinate care for the charity care population, addressing non-emergent care use and seeking funding to support recommended intervention, and 2.) continuation of support for the CarePlus care coordination model for Medicaid/self-pay/uninsured patients in the Downtown Health Plaza community.--Improving access to community centered social and health education services and regular sources of health care through 1.) continued negotiations with Novant Health to create a primary care clinic in East Winston for the self-pay/uninsured/Medicaid population; 2.) continued exploration of mobile medical clinic in low access WFBH service areas; 3.) development of pilot program for charity care patients with chronic conditions for care management services through linkage with primary care; and 4.) continued community engagement support through 5 supporters of health, 311 congregation partners, 25 connectors across the service area, and 7 FaithHealthNC fellows.--Improving access to health insurance through partnership with Healthcare Access leaders to assist in enrolling community members in available health insurance plans--Improving access to transportation to health care services, through 1.) raising awareness of existing transportation services for Medicaid patients among providers and the community, and 2.) exploring free transportation initiatives through UberCentral or other similar model2. Chronic Disease ManagementNCBH recognizes the effect of continuity of care with health care providers on patient behaviors, disease management, and health status. The Hospital's current strategies include:--Improving capacity of community based organizations and health care providers to support efforts related to chronic disease prevention and management through 1.) continuing to support FaithHealthNC community workers, 2.) increasing community and healthcare provider access to existing chronic disease management resources by centralizing and distributing information, and 3.) expanding chronic disease self-management programs offered by NCBH through Emmi software.--Providing education and support programs to reduce diabetes prevalence and improve diabetes management through 1.) referring diabetic patients at Downtown Health Plaza to diabetes programs offered by NCBH and other community organizations, 2.) continuing to provide diabetic education at Downtown Health Plaza and the Endocrine clinic, 3.) continuing to provide BestHealth diabetes prevention and nutrition education to the community, and 4.) exploring partnership with United Way to focus diabetes prevention and management programs in identified, high need neighborhoods.--Providing education and support programs to reduce obesity prevalence and improve obesity management through 1.) continuing to support Brenner Fit to increase education and awareness healthy lifestyle choices for uninsured/Medicaid patients and families, 2.) promoting healthy eating and weight management through Employee Wellness programs, and 3.) providing more awareness to Hospital patients and employees regarding opportunity for weight management programs.3. Behavioral/Mental Health DistressNCBH recognizes the overlap of mental, medical and social disparities and the important role of behavioral health in treating the whole person. The Hospital's current strategies include:--Continuing expansion of integrated care model currently operating at Downtown Health Plaza and Family Medicine Piedmont Plaza;--Increasing the current 30+ staff at the hospital who work in areas defined as integrated behavioral health;--Building capacity among lay persons in the community in the areas of mental health first aid, community resilience model and suicide prevention programs;--Continuing work with vunerable populations and fragile homeless persons;--Developing a plan to create more integrated behavioral health graduate medical education offerings for medical students, residents, faculty and staff.All of the aforementioned efforts in combination with the hospital's values of nondiscrimination and compassionate care are designed to meet the significant health needs of the most recent community health needs assessment. |
| North Carolina Baptist Hospital | Part V, Section B, Line 13h: The hospital may use commercially available financial profiling and credit scoring technologies to presumptively screen responsible individuals to determine eligibility for financial assistance discounts. |
| North Carolina Baptist Hospital | Part V, Section B, Line 16j: In addition to the methods previously described, North Carolina Baptist Hospital informs patients about its FAP during intake and discharge by providing a plain language summary of the FAP. The hospital also places a conspicuous written notice of the FAP on its patient billing statements. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 38 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (38 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - Abdominal Organ Transplant - Charlois | ||||
| 140 Charlois Boulevard | WinstonSalem | NC | 271031522 | Abdominal Organ Transplant Program |
| 2 - Allergy Asthma & Immunology - Clemmons | ||||
| 2311 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Allergy, Asthma & Immunology |
| 3 - Breast Care Services - Clemmons | ||||
| 2341 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Breast Care Services |
| 4 - Brenner Children's Specialty Services | ||||
| 2311 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Pediatric Specialties |
| 5 - Cardiology Country Club | ||||
| 4614 Country Club Road | WinstonSalem | NC | 271043520 | Cardiology |
| 6 - Comprehensive Fetal Care Center | ||||
| 500 Shepherd Street Suite 200 | WinstonSalem | NC | 271031633 | Maternal-Fetal Medicine |
| 7 - Comprehensive Rehab - Physical Med & Rehab | ||||
| 131 Miller Street | WinstonSalem | NC | 27103 | physical medicine, sports medicine, rehabilitation |
| 8 - Comprehensive Rehab - Specialty | ||||
| 131 Miller Street | WinstonSalem | NC | 27103 | Endo, ENT, Neurology, psychology, surgery, rheum |
| 9 - Diabetes Center Adult-Cntry Clb Med Plza | ||||
| 4610 Country Club Road | WinstonSalem | NC | 271043520 | Adult Diabetes Center |
| 10 - Diabetes Center Chldr-Cntry Clb Med Plza | ||||
| 4610 Country Club Road | WinstonSalem | NC | 271043520 | Pediatric Diabetes Center |
| 11 - Dialysis Access Group - Miller | ||||
| 120 Miller Street Ste B | WinstonSalem | NC | 27103 | Dialysis Center |
| 12 - Downtown Health Plaza | ||||
| 1200 N Martin Luther King Jr Drive | WinstonSalem | NC | 271013006 | Adult Medicine |
| 13 - Downtown Health Plaza - Specialty | ||||
| 1200 N Martin Luther King Jr Drive | WinstonSalem | NC | 27101 | Ob/GYN, neurology, nephrology, derm, cardiology |
| 14 - ENTHead & Neck Surgery - Clemmons | ||||
| 2341 Lewisville-Clemmons Road | Clemmons | NC | 27012 | ENT/Head and Neck Surgery |
| 15 - Hematology & Oncology - Clemmons | ||||
| 2311 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Oncology |
| 16 - Hematology & Oncology - Elkin | ||||
| 401 Eldon Parks Drive | ELkin | NC | 28621 | Hematology and oncology |
| 17 - Hematology & Oncology - Premier Dr | ||||
| 4515 Premier Dive | High Point | NC | 27265 | Hematology and oncology |
| 18 - Internal Medicine Specialty Clinics | ||||
| 500 Shepherd Street Suite 300 | WinstonSalem | NC | 271031633 | IM Multispecialty Clinics |
| 19 - Medical Plaza Country Club Dermatology | ||||
| 4618 Country Club Road | WinstonSalem | NC | 271043520 | General Dermatology |
| 20 - Medical Plaza Country Club General Derma | ||||
| 4618 Country Club Road | WinstonSalem | NC | 271043520 | Dermatology & Mohs Surgery |
| 21 - Mt Airy Hematology & Oncology | ||||
| 450 Price Street | Mt Airy | NC | 27030 | Hematology and oncology |
| 22 - NCBH Outpatient Endoscopy Center LLC | ||||
| 100 Charlois Blvd Suite 100 | WinstonSalem | NC | 27103 | Outpatient Endoscopy |
| 23 - Neonatology | ||||
| 500 Shepherd Street Suite 201 | WinstonSalem | NC | 271031633 | Neonatology |
| 24 - Neurology - Clemmons | ||||
| 2341 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Neurology |
| 25 - OBGYN Clinic | ||||
| 500 Shepherd Street Suite 201 | WinstonSalem | NC | 271031633 | OB/GYN, gyn onc, urological gyn |
| 26 - Obstetrics and Gynecology - Clemmons | ||||
| 2341 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Ob/GYN |
| 27 - Pain Center Brookstown | ||||
| 605 Cotton Street | WinstonSalem | NC | 27101 | Pain Clinic and Services |
| 28 - Pediatrics - Clemmons | ||||
| 2311 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Pediatrics |
| 29 - Pediatrics - Downtown Health Plaza | ||||
| 1200 N Martin Luther King Jr Drive | WinstonSalem | NC | 27101 | Pediatrics |
| 30 - Sleep Center - Clemmons | ||||
| 2341 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Sleep Medicine |
| 31 - Sleep Center - Shepherd | ||||
| 500 Shepherd Street Suite 201 | WinstonSalem | NC | 271031633 | Sleep Medicine |
| 32 - Spine Center - Clemmons | ||||
| 2341 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Spine Center - Clemmons |
| 33 - University Internal Medicine - Clemmons | ||||
| 2311 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Internal Medicine & Primary Care |
| 34 - University Internal Medicine Country Club | ||||
| 4614 Country Club Road | WinstonSalem | NC | 271043520 | Internal Medicine |
| 35 - Vein Services - Clemmons | ||||
| 2341 Lewisville-Clemmons Road | Clemmons | NC | 27012 | Vein Services |
| 36 - Wake Forest Baptist Health Family Medicine | ||||
| 1920 W First Street | WinstonSalem | NC | 271044220 | Family Medicine |
| 37 - Wake Forest University Baptist Imaging | ||||
| 265 Executive Park Blvd | WinstonSalem | NC | 27103 | Imaging Center |
| 38 - Winston East Pediatrics of Baptist Hosp | ||||
| 2295 East 14th Street | WinstonSalem | NC | 27105 | Pediatrics |
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3c: | The organization also evaluates certain credit file data elements to identify potential sources of income to more accurately inform charity care eligibility assessments. Patients with estimated household income below 200% of FPG, who are identified as having commercial credit accounts that are being serviced in a manner that suggests additional sources of income, are not automatically granted presumptive charity care. |
| Part I, Line 7: | The organization used the worksheets provided in the instructions to schedule H to compute its cost-to-charge ratio for purposes of the 2016 schedule H.Part I, Line 7b Medicaid Direct Off-setting revenueThe hospital participates in a provider assessment program administered by the North Carolina Department of Health and Human Services. Under the program, a fee is assessed against non-Medicaid net patient service revenue of private hospitals. The federal government matches the assessment at a rate of nearly 2 to 1, and these amounts are allocated to North Carolina hospitals on a quarterly basis. Additionally, the hospital participates in the North Carolina Medicaid reimbursement initiative (MRI). Under the MRI, the hospital receives additional reimbursement based on Medicaid cost deficits and treatment of a disproportionate share of uninsured patients. |
| Part I, Ln 7 Col(f): | The organization's patient bad debt expense per the audited financial statements was $158,285,920 for the fiscal year ended June 30, 2017. This amount is not included in the calculation of charity care for Part I, line 7. |
| Part II, Community Building Activities: | The Hospital is committed to give back and is responsive to the communities it serves through a number of activities, programs and initiatives. The following are some of these programs.- Be Involved is an online resource that welcomes community members to learn more about hundreds of clinical trials and studies at Wake Forest Baptist for which they may be eligible. - BestHealth, the community wellness outreach program of Wake Forest Baptist Health, offers health seminars, screenings, cooking and fitness classes, online health resources and a membership program with special benefits. Seminars led by experts from Wake Forest Baptist provide the latest information about a variety of health topics in talks held at convenient locations throughout the community. Membership benefits include free health screenings, wellness challenges, discounts at participating local merchants, e-newsletters and priority notification of events and programs. - The Care Transitions program provides support to patients and their families after discharge from the Medical Center and helps them determine what services are available to them to assist with recovery. Seven options are offered through the program: enhanced care resource nurses, ANCHOR, CarePlus, advanced practice providers, skilled nursing facility partners, palliative care, and Wake Forest Baptist Health Care at Home, a joint program between Wake Forest Baptist and Gentiva Health Services that focuses on helping adult patients of all ages with complex health problems. - The Center for Worker Health provides a nexus for basic and translational research focused on all aspects of the work-health relationship. It brings together researchers, health care providers, community members and business leaders interested in protecting and promoting worker health and quality of life, as well as creating workplace solutions that are beneficial for employers, workers and their families.- The Community Partnership for Compassionate Care is a regional coalition of the North Carolina Partnership for Compassionate Care. The partnership is designed to educate the community about the importance of having an advance care plan and to help to with the planning process.- The DEAC Clinic, a program initiated and developed entirely by Wake Forest School of Medicine students. The clinic usually serves more than 250 patients per week. This free clinic provides routine primary health care to the local underserved community, and specialty care and testing when needed. Students from Wake Forest medical, physician assistant, graduate and undergraduate programs work together under the supervision of volunteer licensed physicians, physician assistants and pharmacy residents. Recently, students have been awarded grants for various health improvement initiatives implemented at DEAC, ranging from nutrition to smoking cessation.- The Downtown Health Plaza (DHP) is a full-service outpatient medical clinic subsidized by the Medical Center that serves many of Forsyth County's uninsured and underinsured residents in a state-of-the-art facility with an onsite pharmacy. During FY17, there were 64,768 patient visits at the Downtown Health Plaza. Its services include:_ Collaboration with the Northwest Community Care Network (NCCN), which has case managers on-site in pediatrics and internal medicine._ A satellite site for the Women, Infants and Children Nutrition Program (WIC)._ A behavioral health integration project that supports four health clinicians who provide behavioral health care in collaboration with the patients' medical providers._ A home patient navigator who visits patients after they are discharged from the hospital to assure that medications are filled, referrals are prepared and more._ A community garden that provides free, fresh vegetables and herbs for patients and their families and a food pantry where bagged nutritious foods are available._ Legal Aid of Northwest NC, which provides assistance with legal issues._ CenteringPregnancy, a program to reduce incidence of low-birth-weight babies._ CareNet Counseling, which helps families address behavioral concerns._ ImprintsCares, a program that helps parents address developmental delays in young children._ A high-risk obstetrics clinic._ Reach Out and Read, which provides free books to young patients._ The Care Plus Program, which offers home visits and intensive patient contact aimed at reducing readmissions and emergency department visits.- Grace Clinic is a free health clinic held the third Saturday of every month at New Light Missionary Baptist Church in Winston-Salem. Volunteers from Wake Forest Baptist are among those who assist with health management for patients with chronic and acute conditions such as high blood pressure, high blood sugar and high cholesterol. Wake Forest Baptist's FaithHealth program also supports the Grace Free Clinic.- The Share the Health Fair is a free, annual community heath day that offers screenings, health education and physician consultations, and typically reaches hundreds of people. It is open to adults regardless of age, insurance coverage, income level or immigration status. Interpreters are available for non-English speakers. The event is hosted by students from Wake Forest School of Medicine and supported by Northwest AHEC.- Transitional and Supportive Care is a family of programs that creates a bridge between acute care services and reintroduction to the community. The programs included in Transitional and Supportive Care are: Ambulatory Care Navigators, Bridging Home Visits, ED Enhanced Care Nurses, Palliative/Supportive Care Providers and Nurses, Readmissions Coordinator, Skilled Nursing Facility Collaborative, Social Work, Pharmacists and Wake Forest Baptist Health Care at Home.- Triad Free Health Clinic - Wake Forest Baptist Health physicians and nurses volunteer to support the Triad Free Health Clinic, held twice a month to serve the medical needs of the uninsured and underserved members of Winston-Salem and the Triad region. The clinic is held at the Community Mosque, 1419 Waughtown St., Winston-Salem. The Triad Free Health Clinic offers free care without discrimination based on race, religion or gender; its services include screenings to combat chronic diseases such as diabetes, obesity and cardiopulmonary disease.- Diversity, Inclusion and Health Equity - Wake Forest Baptist believes that creating a diverse, equitable and culturally attuned workplace is crucial to our mission to improve health in the communities we serve. The Office of Diversity and Inclusion oversees our practices to ensure diversity, inclusion, equity and respect for every member of the Wake Forest Baptist community. Wake Forest Baptist recognizes that diversity is not limited to race and ethnicity but must also take into account socioeconomic status, sexual orientation, gender identity and religious commitment. In order to eliminate the pervasive health disparities that exist in our region and country, the Medical Center is devoted to recruiting, retaining and training a diverse cadre of people and ensuring that educational programs enable health care professionals to provide culturally competent care and address health disparities. Wake Forest Baptist's clinical focus on health equity was recognized by the U.S. Human Rights Campaign Foundation, which designated the Medical Center a 2017 "Leader in LGBTQ Healthcare Equality."- Division of FaithHealth - The mission of the Division of FaithHealth is to build, align and animate religious and community assets to improve access to health care and the health of the community, beginning with those served by Wake Forest Baptist Medical Center. Supporting patients spiritually and offering ministries of growth, hope and healing is part of the work of Wake Forest Baptist Medical Center, which since its earliest days has been an innovator in forging health and spiritual connections.The division's programs include:_ FaithHealthNC, which helps ease the journey to health and healing for people and their communities thru caring strenghts of congregations, the clinical expertise of providers and a network of community resources._ FaithHealth Education - designs and conducts educational programs for interns and residents._ Chaplaincy and Clinical Ministries - chaplains provide spiritual ministry and support to patients and families._ CareNet - a partner of Faithhealth that provides faith integrated counseling and therapy_ Center for Congregational Health - provides ministry and training to faith communities, lay leaders and clergy. |
| Part III, Line 4: | The organization's financial statements do not include a discrete footnote explaining bad debt expense. Bad Debt has not been included in the computation of community benefit on Part I, Line 7. Amounts used to compute charity care and bad debt on schedule H use the most current data available at the time of filing. The organization used worksheet 2 of the 2016 schedule H instructions to compute a cost to charges ratio used to calculate bad debt at cost. |
| Part III, Line 8: | The hospital uses an overall cost to charge ratio calculation based on audited financial statements but removes cost associated with Bad Debt, GME, Community Building, and Charity Care so as not to count those costs twice. |
| Part III, Line 9b: | The hospital makes a reasonable effort to determine an individual's eligibility for financial assistance before engaging in any collection actions. All collection actions will be suspended if the individual submits a completed FAP application during the application period, or if the individual submits an incomplete application during the application period that is subsequently completed within a reasonable time after the hospital requests further information. If the individual is determined not to be eligible for a full discount under the FAP, any collection activities will be resumed as to the outstanding balance owed. If the individual is determined to be eligible for any level of assistance under the FAP, appropriate measures are taken to refund any amounts owed to the individual and reverse or modify collection actions consistent with the new balance owed after applying the applicable FAP discounts. |
| Part VI, Line 2: | The hospital's current needs assessment plan was based on a set of best practices for community health assessments with the purpose of identifying two to three regional priority areas to focus on for FY 2017-2019. The process was designed to rely on existing public data, directly engaging community stakeholders and collaborate with local public health, other health providers, as well as community partners such as faith networks relevant to the social factors underlying patterns of access. The hospital's assessment was conducted in three stages: (1) data review (primary and secondary data), (2) setting priorities, and (3) community asset inventory. The data review and priority setting phase began with the compilation of existing health-related data. Stakeholders reviewed multiple data sets including Forsyth, Davidson, and Davie County public health needs assessments, North Carolina indicators for community health assessment, internal disease registries, and county health rankings. An internal steering committee and senior leadership review a set of criteria to develop the priority rankings. The prioritization process identified the following three priority challenges for the community: (1) access/lack of medical services/screenings, (2) chronic disease - cancer, diabetes, obesity, and (3) behavioral/mental health distress.FaithhealthNC (a division of the hospital) provided community engagement through a comprehensive asset mapping strategy based on an approach from South Africa and redefined in Memphis, TN designed to build community partnerships on the assets that exist, instead of just needs. The mapping developed an inventory of existing programs and services within the region related to the priority areas identified in the needs assessment. The inventory included the location of the program (hospital, clinic, or community service) as well as the nature of the intangible factors, especially trust, that determine access and collaboration among community partners. The purpose of the inventory was to identify gaps in services, opportunities for new work, where and with whom there is already work being done, and opportunities for partnership and collaboration. From this three step process, the hospital developed an implementation strategy to identify the means through which it plans to address needs that are consistent with the charitable mission as part of its community benefit programs for the next three fiscal years. Beyond the programs that will be addressed in the implementation strategy, the hospital will continue to address many of the priorities by providing care to all, regardless of the ability to pay. |
| Part VI, Line 3: | THE ORGANIZATION USES A VARIETY OF MEANS TO EDUCATE AND INFORM PATIENTS OF THEIR CHARITY CARE OPTIONS, INCLUDING INFORMATION ON A WEBSITE, pamphlets, conspicuously displayed signage, INFORMATION ON PATIENT BILL STATEMENTS, AND FROM STAFF MEMBERS DURING CONVERSATIONS CONCERNING A PATIENT's LIABILITY FOR SERVICES. The hospital employs a pre-service financial clearance process that screens patients prior to service delivery for existing or available payer sources as a means of avoiding bad debt and inappropriate billing to patients without the means to pay. If a payer source is identified, hospital staff will assist the patient with enrollment. |
| Part VI, Line 4: | In Fiscal Year 2017, the medical center provided care to a nineteen county service area in North Carolina. The primary and secondary service area include:Primary Service Area Counties -Forsyth, Davie, Davidson, Guilford, Stokes, Surry, YadkinSecondary Service Area Counties - Rockingham, Randolph, Rowan, Iredell, Catawba, Alexander, Wilkes, Alleghany, Ashe, Watauga, Caldwell, BurkePercent of uninsured inpatients 6.8%Percent of inpatients who are Medicaid recipients 19.2%The hospital is located in central Forsyth County, which makes up the single largest county in total inpatient discharges. Accordingly, the hospital serves a wide service area; however, it is resource prohibitive to participate and fund health assessments in each community/county from which its patient population originates. Therefore, the primary community benefit service area (CBSA) is Forsyth County, North Carolina.Below is a demographic snapshot of Forsyth County based on 2015 estimated census data: Population and GeographyTotal population 369,000Population change since 2010 + 5.2%Land area 408.1 square milesPopulation density 904.19 persons per square mile Population by Race/EthnicityWhite 57.4%Black/African-American 27.2%Hispanic 12.7%Asian 2.4%American Indian/Alaskan Native 0.8%Native Hawaiian/Pacific Islander 0.1%Multiracial 2.2% Population by Age DistributionUnder 5 years old 6.3%Under 18 years old 23.6%=/+ 65 years old 14.7%Median age 37.5 years Population by SexMale 47.5%Female 52.5% Population by Educational Attainment Percent of persons = 25 years old who have:< High school diploma or GED 13.2%A high school diploma or GED 54.7%A bachelor's degree or higher 32.1%Persons in Poverty 19.7%Unemployment rate 5.8% County SchoolsK-12 Enrollment 54,000Graduation Rate 85.4% IncomeMedian family household (2014) $46,003Median non-family household (2014) $26,670 |
| Part VI, Line 6: | WAKE FOREST BAPTIST MEDICAL CENTER's MISSION IS TOIMPROVE THE HEALTH OF OUR REGION, STATE AND NATION BY:1) GENERATING AND TRANSLATING KNOWLEDGE TO PREVENT, DIAGNOSE AND TREATDISEASE.2) TRAINING LEADERS IN HEALTH CARE AND BIOMEDICAL SCIENCE.3) SERVING AS THE PREMIER HEALTH SYSTEM IN OUR REGION, WITH SPECIFICCENTERS OF EXCELLENCE RECOGNIZED AS NATIONAL AND INTERNATIONAL CAREDESTINATIONS. THE HOSPITAL, which is the inpatient component of wake forest baptist medical center, OPERATES THE FOLLOWING PROGRAMS CONSTITUTING COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS REPORTED ON PART I,LINE 7E:Winston-Salem/Forsyth Cty SCHOOLS'ALLIED health program $5,000Brenner FIT $154,208Community EMS Preparedness $97,159Palliative Care Programs $684,887Community Training (BLS) $723,651Clinical Ministries $589,698PHYSICIANS COMMUNITY HEALTH ACCESS $251,299PASTORAL & Educational COUNSELING $402,828Patient/Family Centered Care $70,265Family Resources $19,731TOTAL TO PART I, LINE 7E: $2,998,726 |
| Part VI, Line 7, Reports Filed With States | NC |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Alzheimer's Association | |||||||
| 4615 Dudas Drive | Greensboro | NC | 27407 | 561440727 | 501(c)(3) | $5,500 | Supporting Alzheimer research programs |
| Arts Council Winston Salem Forsyth Cty | |||||||
| 206 N Spruce Street | WinstonSalem | NC | 27101 | 560526856 | 501(c)(3) | $30,000 | Supporting cultural programs in the community |
| CareNet | |||||||
| Medical Center Blvd | WinstonSalem | NC | 27157 | 561977341 | 501(c)(3) | $90,000 | Healthcare Counselor Residency Support |
| El Buen Pastor Latino Community Services | |||||||
| 4637 Tim Road | WinstonSalem | NC | 27106 | 203751959 | 501(c)(3) | $8,500 | Supporting program to equip Latino families to fulfill education and economi |
| FaithHealth Innovations Inc | |||||||
| Medical Center Blvd | WinstonSalem | NC | 27157 | 237426944 | 501(c)(3) | $32,700 | Leading Cause of Life Initiative, Stakeholder Health |
| Forsyth Futures | |||||||
| 100 N Cherry Street | WinstonSalem | NC | 27101 | 561092807 | 501(c)(3) | $50,000 | Community Support |
| The Foundation of Forsyth Tech | |||||||
| 2100 Silas Creek Pkwy | WinstonSalem | NC | 27103 | 561070364 | 501(c)(3) | $500,000 | Supporting Community Education & Technology |
| Forsyth Backpack Program | |||||||
| 380 H Knollwood St Box 402 | WinstonSalem | NC | 27103 | 461940233 | 501(c)(3) | $20,117 | Suppporting vulnerable students |
| Habitat For Humanity | |||||||
| 339 Witt St | WinstonSalem | NC | 27103 | 561448955 | 501(c)(3) | $32,500 | Community Support |
| Hospice and Palliative Care Center | |||||||
| 101 Hospice lane | WinstonSalem | NC | 27103 | 581343313 | 501(c)(3) | $10,000 | Supporting facilities & programs for seriously ill patients |
| JDRF Piedmont Triad Chapter | |||||||
| 312 N Eugene Street | Greensboro | NC | 27401 | 231907729 | 501(c)(3) | $22,000 | Supporting Juvenile Diabetes Research |
| Make A Wish Foundation | |||||||
| 1131 Harding Place | Charlotte | NC | 28204 | 561492432 | 501(c)(3) | $6,000 | Supporting children with life threatening illnesses |
| Old Hickory Boy Scouts | |||||||
| 6600 Silas Creek Parkway | WinstonSalem | NC | 27106 | 560529985 | 501(c)(3) | $35,000 | Supporting value based programs for the community's youth |
| Old Salem Museums & Garden | |||||||
| 600 main st | WinstonSalem | NC | 27101 | 560587289 | 501(c)(3) | $70,000 | Community Support |
| Piedmont Regional Trauma Systems | |||||||
| Medical Center Blvd | WinstonSalem | NC | 27157 | 562036036 | 501(c)(3) | $100,000 | Supporting integrated Trauma System |
| Senior Services Inc | |||||||
| 2895 Shorefair Drive | winstonSalem | NC | 271054237 | 561085968 | 501(c)(3) | $25,000 | Supporting program to provide services to senior adults to live independentl |
| United Way of Forsyth County | |||||||
| 301 N Main Street | WinstonSalem | NC | 27101 | 237357234 | 501(c)(3) | $50,000 | Community Support |
| Winston Net | |||||||
| 411 N cherry Street | WinstonSalem | NC | 27101 | 311815083 | 501(c)(3) | $10,000 | Supporting Community Technology teaching |
| Winston Salem State University | |||||||
| 601 S Martin Luther King Jr Dr | WinstonSalem | NC | 27110 | 566001466 | govt | $20,000 | Sponsorship - Community support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Lettie Pate Whitehead Scholars | 47 | $44,000 |
| medical scholarships | 10 | $10,433 |
| Ruth Holleman Scholarships | 4 | $4,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The hospital follows the medical center's corporate policy used in reviewing the eligibility and selection of grantees receiving certain exempt purpose funds. The hospital maintains documentation of the eligibility and selection criteria and records of the amounts disbursed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN D MCCONNELL MD | ||||||||||||||
| Trustee & CEO (to 4/26/17) | $1,026,651 | $0 | $434,548 | $0 | $569,856 | $0 | $247,313 | $0 | $19,113 | $0 | $2,297,481 | $0 | $0 | $0 |
| J MCLAIN WALLACE JR | ||||||||||||||
| SVP Gen Cnsl/Secretary | $0 | $439,903 | $0 | $123,909 | $0 | $19,932 | $0 | $132,622 | $0 | $18,398 | $0 | $734,764 | $0 | $0 |
| KAREN H HUEY | ||||||||||||||
| VP Facilities | $0 | $287,382 | $0 | $80,814 | $0 | $975 | $0 | $67,859 | $0 | $20,200 | $0 | $457,230 | $0 | $0 |
| ERIC TOMLINSON | ||||||||||||||
| Chief Innovation officer | $404,785 | $0 | $130,952 | $0 | $263,690 | $0 | $99,845 | $0 | $12,149 | $0 | $911,421 | $0 | $235,022 | $0 |
| NORMAN D POTTER JR | ||||||||||||||
| VP Dev & Alumni Af (to 2/28/17) | $313,307 | $0 | $94,021 | $0 | $19,157 | $0 | $78,567 | $0 | $22,663 | $0 | $527,715 | $0 | $0 | $0 |
| Edward Abraham MD | ||||||||||||||
| Dean, School of Medicine | $581,304 | $0 | $205,821 | $0 | $147,544 | $0 | $161,945 | $0 | $17,224 | $0 | $1,113,838 | $0 | $124,000 | $0 |
| Bradley A Clark | ||||||||||||||
| Treasurer | $0 | $272,946 | $0 | $81,871 | $0 | $552 | $0 | $58,504 | $0 | $18,784 | $0 | $432,657 | $0 | $0 |
| Terry G Williams | ||||||||||||||
| EVP Ch Strategy Officer | $0 | $530,336 | $0 | $194,191 | $0 | $1,260 | $0 | $147,243 | $0 | $23,126 | $0 | $896,156 | $0 | $0 |
| Chad A Eckes | ||||||||||||||
| EVP, CFO, Asst Treas (to 6/11/17) | $0 | $698,706 | $0 | $284,502 | $0 | $840 | $0 | $209,328 | $0 | $22,006 | $0 | $1,215,382 | $0 | $0 |
| Kevin P High MD | ||||||||||||||
| EVP, HS Affairs | $585,172 | $0 | $211,063 | $0 | $21,612 | $0 | $165,135 | $0 | $21,696 | $0 | $1,004,678 | $0 | $0 | $0 |
| Deette M Emon | ||||||||||||||
| VP CIO | $0 | $401,349 | $0 | $113,392 | $0 | $765 | $0 | $98,679 | $0 | $9,336 | $0 | $623,521 | $0 | $0 |
| Robert Gfeller | ||||||||||||||
| EVP - Chief Mrkting Officer | $0 | $458,293 | $0 | $120,364 | $0 | $3,612 | $0 | $123,294 | $0 | $20,842 | $0 | $726,405 | $0 | $0 |
| Lilicia Bailey | ||||||||||||||
| SVP & Ch People Off (eff 8/23/16) | $0 | $138,204 | $0 | $0 | $0 | $31,304 | $0 | $18,520 | $0 | $5,617 | $0 | $193,645 | $0 | $0 |
| Michael T Waid | ||||||||||||||
| Sr VP Hlth Sys Ops & Integ | $0 | $358,207 | $0 | $112,812 | $0 | $19,173 | $0 | $100,141 | $0 | $21,699 | $0 | $612,032 | $0 | $0 |
| Cathleen Wheatley | ||||||||||||||
| Chief Nurse Exec, VP Clini | $0 | $411,669 | $0 | $107,741 | $0 | $3,612 | $0 | $100,708 | $0 | $9,749 | $0 | $633,479 | $0 | $0 |
| Charles R Vignos | ||||||||||||||
| VP Managed Care | $0 | $285,076 | $0 | $94,250 | $0 | $20,972 | $0 | $67,710 | $0 | $21,366 | $0 | $489,374 | $0 | $0 |
| Conrad Emmerich | ||||||||||||||
| Sr. VP Business Services | $0 | $326,955 | $0 | $98,810 | $0 | $668 | $0 | $82,046 | $0 | $18,905 | $0 | $527,384 | $0 | $0 |
| Victoria Russell | ||||||||||||||
| VP, Clinical operations | $0 | $304,189 | $0 | $83,819 | $0 | $146,370 | $0 | $29,149 | $0 | $8,027 | $0 | $571,554 | $0 | $0 |
| JOANNE C RUHLAND | ||||||||||||||
| Former Officer | $0 | $266,981 | $0 | $0 | $0 | $53,843 | $0 | $67,295 | $0 | $17,770 | $0 | $405,889 | $0 | $31,600 |
| Cheryl EH Locke | ||||||||||||||
| Former Officer | $0 | $354,716 | $0 | $96,131 | $0 | $84,301 | $0 | $84,065 | $0 | $17,908 | $0 | $637,121 | $0 | $61,120 |
| RUSSELL M HOWERTON MD | ||||||||||||||
| Former Officer | $520,490 | $0 | $156,287 | $0 | $21,612 | $0 | $154,739 | $0 | $22,566 | $0 | $875,694 | $0 | $0 | $0 |
| Lisa M Wyatt | ||||||||||||||
| Former Officer | $0 | $0 | $0 | $0 | $104,500 | $0 | $0 | $0 | $122 | $0 | $104,622 | $0 | $0 | $0 |
| K Barbara Carbone MD | ||||||||||||||
| Former Officer | $0 | $0 | $0 | $0 | $395,567 | $0 | $0 | $0 | $122 | $0 | $395,689 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | The Governance and Compensation committee of the WFUBMC Board of Directors is responsible for reviewing and approving all medical center officers' compensation (including the compensation of the officers of NCBH). The committee utilizes an independent, external compensation consultant firm experienced in health care and higher education compensation that based recommendations on compensation surveys and studies to determine the appropriateness of each officer's compensation. These compensation consultants present total compensation comparability data for the positions for which compensation is being determined. The data is reviewed by the Governance and Compensation Committee of WFUBMC's governing board at its meeting; none of the members of that committee are employees of the filing organization. Minutes of the deliberations of the committee are contemporaneously recorded. In the event that any member of the Governance and Compensation committee has a conflict of interest, that committee member does not participate in the deliberation or approval process, and their abstention from the process is reflected in the minutes. |
| Part I, Lines 4a-b | CERTAIN EXECUTIVES PARTICIPATE IN OR RECEIVE SEVERANCE PAYMENTS AND PAYMENTS FROM SUPPLEMENTAL NON QUALIFIED RETIREMENT PLANS. THE DETERMINATION OF THE AMOUNT OF THE NON QUALIFIED RETIREMENT PLANS FOLLOWED THE FILING ORGANIZATION'S COMPENSATION PROCEDURES AS OUTLINED IN PART VI, SECTION B, LINE 15 OF THE FORM 990. THE FOLLOWING CURRENT AND FORMER OFFICERS RECEIVED SEVERANCE AND SERP PAYMENTS IN THEIR CALENDAR YEAR 2016 COMPENSATION: SEVERANCE PAYMENTS: BARBARA CARBONE 395,567 LISA WYATT 104,500 VICTORIA RUSSELL 145,000 SERP PAYMENTS: JOHN D. MCCONNELL, MD 546,312 ERIC TOMLINSON 235,022 JOANNE RUHLAND 31,600 CHERYL LOCKE 61,120 EDWARD ABRAHAM, MD 124,000 VICTORIA RUSSELL 146,548 |
| Form 990, Part VII, Line 5 - Compensation from unrelated organization | The following current and former officers were compensated by Wake Forest University Health Sciences for services performed as of officer of the Medical Center and Hospital. See Part VII and Schedule J, Part II for their compensation. John D. McConnell, MD, Kevin P. High, MD, Lisa Wyatt, Norman D. Potter, Jr., Edward Abraham, MD, Eric Tomlinson, DCS, PHD, K. Barbara Carbone, MD, Russell M. Howerton, MD, |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 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 | 65820hd67 | 2010-03-01 | $334,002,408 | Current Refunding | 0 | 0 | 0 |
| North Carolina Medical Care Commission | ||||||||
| B | 521309402 | NONEAVAIL | 2012-12-31 | $80,000,000 | Various Capital Projects | 0 | 0 | 0 |
| North Carolina Medical Care Commission | ||||||||
| C | 521309402 | 65821dmm0 | 2012-11-15 | $122,822,821 | Various Capital Projects | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $60,195,000 | $334,002,408 | $3,307,037 | $330,695,371 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $80,000,000 | $1,000 | 2014 | 0 | 0 | Yes (1) | Yes (1) | $79,999,000 | ||
| C | $122,822,821 | $2,485 | 2013 | 0 | 0 | Yes (1) | Yes (1) | $122,820,336 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deutsche Bank AG | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | Yes (1) | 5.000000000000 | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | ||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
| (no name) | ||||||||||||
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Row A, Column F | Purpose of the issue was to refund issues dated 10/29/92, 6/27/96 and 1/29/09 |
| Part II, Line 11, Column A | Other spent proceeds are the current refunding proceeds of the issue |
| Part III, Column A, | All issues refunded by the 2010 issue are either prior to 12/31/02 or through a series of refundings that refund an issue prior to 12/31/02. Accordingly, this issue is exempt from Part III reporting. |
| Part IV, Line 2C, Column A | A rebate calculation was performed, with no rebate being due, on 6/31/2014 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $17,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $327,960 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Supplies & Food | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,263 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | the organization determines the number of contributions by using the total number of non-cash items received per donor per occurrance. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 20b | The Hospital has attached a copy of its consolidated audited financial statements for its fiscal year ended June 30, 2017 to the Form 990. The consolidated financial statements have been prepared on the accrual basis in conformity with U.S. generally accepted accounting principles (GAAP) and include the assets and operations of North Carolina Baptist Hospital (NCBH), Davie Medical Center, CareNet, Inc., The Hawthorne Inn and Conference Center, North Carolina Baptist Hospital Foundation and Clemmons Medical Park, LLC. All significant intercompany transactions have been eliminated in consolidation. |
| Form 990, Part VI, Section A, line 2 | Chad Eckes and Terry Williams, both officers of the filing organization, were Board members of MedCost Benefit Services. |
| Form 990, Part VI, Section A, line 3 | Effective July 1, 2010, the governing boards of four North Carolina nonprofit corporations (Wake Forest University, North Carolina Baptist Hospital, Wake Forest University Health Sciences, and Wake Forest University Baptist Medical Center) entered into an agreement (the "Medical Center Integration Agreement or "MCIA") under which the operation of each of North Carolina Baptist Hospital ("NCBH") and Wake Forest University Health Sciences ("WFUHS") was delegated to Wake Forest University Baptist Medical Center ("WFUBMC"). WFUHS is a wholly-controlled subsidiary entity of Wake Forest University ("WFU"). WFUBMC is a membership nonprofit corporation whose two equal members are NCBH (which entity is unrelated to WFUHS and WFU) and WFU. The goal is consolidation of management and governance in WFUBMC of the various academic medical center operations, subject to substantial reserved powers in both of the constituent members' boards. The MCIA was amended and restated on July 1, 2015. During calendar year 2016, Wake Forest University Health Sciences paid $193,077 to Foundation Works, Inc. for services provided by Steven C. Bloom as Wake Forest Baptist Medical Center's interim chief human resources officer and as vice president and chief human resources officer for the period May 2016 to August 2016. |
| Form 990, Part VI, Section B, line 11b | THE FILING ORGANIZATION's BOARD OF DIRECTORS RECEIVE a COPY OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW, COMMENT, AND Pose QUESTIONS PRIOR TO ITS FILING. THE AUDIT AND COMPLIANCE COMMITTEE OF THE GOVERNING BOARD of WFUBMC, comprised of the audit and compliance committees OF WFUHS AND NCBH, REVIEW IN ADDITIONAL DETAIL THE FILING ORGANIZATION's FORM 990 WITH THE ORGANIZATION's CHIEF FINANCIAL OFFICER OR HIS DESIGNEE, WHO ANSWERS QUESTIONS AND ADDRESSES CONCERNS RAISED BY SUCH COMMITTEE MEMBERS OR OTHER FILING ORGANIZATION DIRECTORS. 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 | ON AN ANNUAL BASIS (AND AS THEY ARISE), ALL trusteeS AND OFFICERS OF THE FILING ORGANIZATION ARE ASKED TO REVIEW THE APPLICABLE CONFLICTS OF INTEREST POLICY AND TO DESCRIBE ANY POTENTIAL CONFLICTS OF INTEREST THEY MAY HAVE. UPON COMPLETION OF THE CONFLICTS OF INTEREST SURVEY, THE legal department REVIEWs THE COMPLETED QUESTIONNAIRES ON BEHALF OF THE FILING ORGANIZATION. ANY CONFLICTS IDENTIFIED ARE COMMUNICATED TO THE FILING ORGANIZATION's chairman of the board AND ARE PRESENTED TO THE medical center governance and compensation committee. ALL CONFLICTS OF INTEREST ARE RESOLVED BY MANAGEMENT PLANS DEVELOPED BY the Medical Center Governance and compensation COMMITTEE AND THE INTERNAL AUDIT AND COMPLIANCE OFFICES. THE Medical Center Governance and Compensation COMMITTEE's CHAIR PRESENTs AN ANNUAL REPORT ON CONFLICTS TO THE FULL BOARD OF THE filing ORGANIZATION. |
| Form 990, Part VI, Section B, line 15 | THE GOVERNANCE AND COMPENSATION COMMITTEE of Wake Forest University Baptist Medical Center ("WFUBMC") FUNCTIONS AS THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND PURSUANT TO A DELEGATION BY the filing organization, REVIEWS AND APPROVES THE APPOINTMENT AND COMPENSATION OF THE SENIOR EXECUTIVES OF THE FILING ORGANIZATION. NO MEMBER OF THE WFUBMC GOVERNANCE AND COMPENSATION COMMITTEE IS AN EMPLOYEE OF THE MEDICAL CENTER. THE GOVERNANCE AND COMPENSATION COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT EXPERIENCED IN HEALTHCARE TO PROVIDE THE COMMITTEE WITH COMPENSATION COMPARABILITY DATA FOR NEW EXECUTIVE POSITION APPOINTMENTS AND FOR COMPENSATION REVIEWS FOR EXISTING EXECUTIVES. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE GOVERNANCE AND COMPENSATION COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY-SITUATED NONPROFIT HEALTHCARE ORGANIZATIONS. THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH THE FILING ORGANIZATION'S POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO: BOARD-ESTABLISHED EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING GOVERNANCE AND COMPENSATION COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM PEER ACADEMIC MEDICAL CENTERS OF SIMILAR ORGANIZATIONs of similar STRUCTURE, SIZE, AND COMPLEXITY; CAREFUL DOCUMENTATION OF ALL COMPENSATION DECISIONS; AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE GOVERNANCE AND COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY MAINTAINED AND THAT COMPARABILITY DATA IS MAINTAINED IN THE MEDICAL CENTER'S OFFICE OF EXECUTIVE COMPENSATION SERVICES. IN THE EVENT THAT A MEMBER OF THE GOVERNANCE AND COMPENSATION COMMITTEE HAS A CONFLICT OF INTEREST RELATED TO EXECUTIVE APPOINTMENT OR COMPENSATION, THAT MEMBER DOES NOT PARTICIPATE IN THE DELIBERATION OR APPROVAL OF APPOINTMENT OR COMPENSATION AND SUCH ABSTENTION IS NOTED IN THE COMMITTEE'S MEETING MINUTES. |
| Form 990, Part VI, Section C, line 19 | The organization's Articles of Incorporation are available to the public on request and are available on the website of the North Carolina Secretary of State. The organization's bylaws are not published, but provisions from the bylaws are included as necessary in the organization's policies, and are attached to the Form 1023 filed for the organization with the IRS, which is publicly available. The conflict of interest policy and financial statements are not available to the public. |
| Part VII, Section A, Column B - Hours | ARTHUR A GIBEL FILING ORG 2.0 RELATED ORG 4.0 KATHRYN H HAMRICK FILING ORG 2.0 RELATED ORG 2.0 A. LEE HERRING FILING ORG 2.0 RELATED ORG 4.0 CAROL F. POLK FILING ORG 2.0 RELATED ORG 2.0 WILLIAM C. WARDEN, JR. FILING ORG 2.0 RELATED ORG 4.0 SHEREE B WATSON FILING ORG 2.0 RELATED ORG 6.0 RAY N HOWELL, III D. MIN FILING ORG 2.0 RELATED ORG 2.0 STEPHEN L ROBERTSON FILING ORG 2.0 RELATED ORG 6.0 EDWIN L WELCH, JR. FILING ORG 2.0 RELATED ORG 0.0 GEORGE D RENFRO FILING ORG 2.0 RELATED ORG 4.0 MICHAEL T WELLS FILING ORG 2.0 RELATED ORG 2.0 JOHN D MCCONNELL, MD FILING ORG 20.3 RELATED ORG 6.0 UNRELATED ORG 13.7 JULIE A. FRIESCHLAG, M.D. FILING ORG 16.5 RELATED ORG 5.0 UNRELATED ORG 18.5 J MCLAIN WALLACE, JR FILING ORG 29.0 RELATED ORG 10.0 UNRELATED ORG 1.0 KAREN H HUEY FILING ORG 23.0 RELATED ORG 6.0 UNRELATED ORG 11.0 ERIC TOMLINSON FILING ORG 5.2 RELATED ORG 5.0 UNRELATED ORG 29.8 NORMAN D POTTER, JR. FILING ORG 20.0 RELATED ORG 5.0 UNRELATED ORG 15.0 CHERYL E.H. LOCKE FILING ORG 30.0 RELATED ORG 6.3 UNRELATED ORG 3.7 EDWARD ABRAHAM, MD FILING ORG 5.0 RELATED ORG 5.0 UNRELATED ORG 30.0 BRADLEY A. CLARK FILING ORG 17.5 RELATED ORG 9.2 UNRELATED ORG 13.3 TERRY G. WILLIAMS FILING ORG 26.9 RELATED ORG 6.5 UNRELATED ORG 6.6 CHAD A. ECKES FILING ORG 24.3 RELATED ORG 7.2 UNRELATED ORG 8.5 KEVIN HIGH, M.D. FILING ORG 27.2 RELATED ORG 7.0 UNRELATED ORG 5.8 DEETTE M. EMON FILING ORG 22.5 RELATED ORG 8.8 UNRELATED ORG 8.7 ROBERT GFELLER FILING ORG 20.0 RELATED ORG 5.0 UNRELATED ORG 15.0 LILICIA BAILEY FILING ORG 30.0 RELATED ORG 6.3 UNRELATED ORG 3.7 RUSSELL HOWERTON FILING ORG 24.1 RELATED ORG 1.0 UNRELATED ORG 14.9 STEVE BLOOM FILING ORG 20.0 RELATED ORG 5.0 UNRELATED ORG 15.0 JOANNE RUHLAND FILING ORG 20.0 RELATED ORG 5.0 UNRELATED ORG 15.0 CATHLEEN WHEATLEY FILING ORG 39.0 RELATED ORG 1.0 MICHAEL T. WAID FILING ORG 34.6 RELATED ORG 3.1 UNRELATED ORG 2.3 CHARLES R. VIGNOS FILING ORG 35.4 RELATED ORG 1.8 UNRELATED ORG 2.8 Victoria Russell FILING ORG 40.0 Conrad Emmerich FILING ORG 39.0 RELATED ORG 1.0 WAKE FOREST UNIVERSITY HEALTH SCIENCES IS AN UNRELATED ORGANIZATION TO THE FILING ORGANIZATION AND THE INFORMATION CONCERNING HOURS DEVOTED TO IT ARE NOT REQUIRED TO BE REPORTED, BUT ARE INCLUDED BECAUSE OF THE STRUCTURE OF WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER, OF WHICH THE FILING ORGANIZATION AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ARE PRINCIPAL PARTS. THE CORPORATE OFFICERS OF THE MEDICAL CENTER ALSO SERVE AS THE CORPORATE OFFICERS OF NORTH CAROLINA BAPTIST HOSPITAL AND WAKE FOREST UNIVERSITY HEALTH SCIENCES. |
| Form 990, Part IX, line 11g | Other Professional Fees: Program service expenses 46,152,491. Management and general expenses 11,897,321. Fundraising expenses 0. Total expenses 58,049,812. MCIA: Program service expenses 250,187,826. Management and general expenses 0. Fundraising expenses 0. Total expenses 250,187,826. |
| Form 990, Part XI, line 9: | Actuary Gain 25,377,475. Affiliate losses -6,131,818. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clemmons Medical Park LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Medical Center Blvd | AddressLine1Txt |
| City | Winston Salem | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800870210 | EIN |
| Primary Activities | Real Estate Holding Company | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $1,208,229 | TotalIncomeAmt |
| End Of Year Assets | $30,562,527 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North Carolina Baptist Hospital | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| North Carolina Baptist Hospital Foundation | |||||||||||
| Medical Center Blvd | Winston Salem | NC | 27157 | 561685120 | Supporting Organization | NC | 501(c)(3) | Line 12a, I | North Carolina Baptist Hospital | Yes (1) | |
| The Rehabilitation & Skilled Nursing | |||||||||||
| Medical Center Blvd | Winston Salem | NC | 27157 | 561826396 | Healthcare (Inactive) | NC | 501(c)(3) | Line 10 | North Carolina Baptist Hospital Foundation | Yes (1) | |
| The Hawthorne Inn & Conference Center Inc | |||||||||||
| 420 High Street | Winston Salem | NC | 27101 | 561793617 | Lodging/Conference Accomodation | NC | 501(c)(3) | Line 12a, I | North Carolina Baptist Hospital | Yes (1) | |
| Carenet Inc | |||||||||||
| 2000 West First Street Suite 410 | Winston Salem | NC | 27104 | 561977341 | Healthcare | NC | 501(c)(3) | Line 12b, II | North Carolina Baptist Hospital | Yes (1) | |
| Wake Forest University Baptist Medical Center | |||||||||||
| Medical Center Blvd | Winston Salem | NC | 27157 | 510190238 | Healthcare | NC | 501(c)(3) | Line 12a, I | 0 | N/A | |
| Davie Medical Center | |||||||||||
| 329 NC HWY 801N | Bermuda Run | NC | 27006 | 562276994 | Healthcare | NC | 501(c)(3) | Line 3 | Wake Forest University Baptist Medical Center | Yes (1) | |
| Medical Fnd of WFUHS & NCBH | |||||||||||
| Medical Center Blvd | Winston Salem | NC | 27157 | 566036688 | Healthcare | NC | 501(c)(3) | Line 12a, I | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cornerstone Health Enablement Strategic Solutions LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 Westchester Drive Ste 850 | AddressLine1Txt |
| City | High Point | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461314057 | EIN |
| Primary Activities | Mgmt & Transform. Svc. - Medical Orgs | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | North Carolina Baptist Hospital | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Unrelated | PredominantIncomeTypeTxt |
| Share Of Total Income | $936,265 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $4,770,386 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.72880 | OwnershipPct |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 (13 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| North Carolina Baptist Hospital Foundation | ||
| A | $63,715 | Cost |
| The Hawthorne Inn & Conference Center Inc | ||
| K | $189,799 | Cost |
| The Hawthorne Inn & Conference Center Inc | ||
| P | $25,648 | FMV |
| The Hawthorne Inn & Conference Center Inc | ||
| Q | $824,502 | FMV |
| Carenet Inc | ||
| Q | $2,018,741 | fmv |
| Davie Medical Center | ||
| Q | $22,560,943 | fmv |
| North Carolina Baptist Hospital Foundation | ||
| Q | $2,993,812 | fmv |
| North Carolina Baptist Hospital Foundation | ||
| S | $404,768 | Cost |
| North Carolina Baptist Hospital Foundation | ||
| C | $1,010,000 | cost |
| Davie Medical Center | ||
| J | $4,086,645 | Cost |
| Carenet Inc | ||
| B | $90,000 | cost |
| Clemmons Medical Park LLC | ||
| K | $1,063,242 | cost |
| Cornerstone Health Enablement Strategic Solutions LLC | ||
| Q | $188,224 | Cost |