WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (EIN 51-0190238)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201711329349301056
- Schema version
- 2015v3.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T07:46:10-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510190238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL | BusinessNameLine1Txt |
| Business Name Line2 | CENTER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAKE | BusinessNameControlTxt |
| Phone | 3367164445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BLVD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAD A ECKES | PersonNm |
| Person Title | EVP/CFO | PersonTitleTxt |
| Phone | 3367164445 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN D MCCONNELL 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 | $27,254,778 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WAKEHEALTH.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | 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 | 11557 | TotalEmployeeCnt |
| Total Volunteers | 1830 | TotalVolunteersCnt |
| Total Gross UBI | -$77,108 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$77,108 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,620,084 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,625,492 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,667,577 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,606 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,258 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,930 | PYOtherRevenueAmt |
| CY Other Revenue | $1,598,860 | CYOtherRevenueAmt |
| PY Total Revenue | $4,664,620 | PYTotalRevenueAmt |
| CY Total Revenue | $25,929,187 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,044,520 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,020 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,277,420 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $48,929 | PYOtherExpensesAmt |
| CY Other Expenses | $14,821,950 | CYOtherExpensesAmt |
| PY Total Expenses | $1,093,449 | PYTotalExpensesAmt |
| CY Total Expenses | $32,105,390 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,571,171 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,176,203 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $232,734,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $259,528,515 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $131,738,102 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $131,023,426 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,996,251 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $128,505,089 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTHE ORGANIZATION IS 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. OUR MISSION IS TO IMPROVE THE HEALTH OF OUR REGION, STATE AND NATION BY: GENERATING AND TRANSLATING KNOWLEDGE TO PREVENT, DIAGNOSE AND TREAT DISEASE; TRAINING LEADERS IN HEALTH CARE AND BIOMEDICAL SCIENCE; AND SERVING AS THE PREMIER HEALTH SYSTEM IN OUR REGION, WITH SPECIFIC CENTERS OF EXCELLENCE RECOGNIZED AS NATIONAL AND INTERNATIONAL CARE DESTINATIONS. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,643,554 | ExpenseAmt |
| Grant | $6,020 | GrantAmt |
| Revenue | $22,338,359 | RevenueAmt |
| Desc | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER 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 THAT IS 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 (THE "CLINICAL ENTERPRISE"), RESEARCH INNOVATION AND TECHNOLOGY TRANSFER (THE "INNOVATION ENTERPRISE"), AND MEDICAL EDUCATION AND RESEARCH (THE "ACADEMIC ENTERPRISE"). BECAUSE THESE ACTIVITIES ARE NOT ALL PERFORMED BY EACH ORGANIZATION, THE NARRATIVE THAT FOLLOWS WILL INCLUDE DESCRIPTIONS OF ACTIVITIES THAT ARE NOT PERFORMED BY THE FILING ORGANIZATION BUT 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 BAPTIST MEDICAL CENTER IS A CORPORATION WHOSE MEMBERS ARE WAKE FOREST UNIVERSITY AND NORTH CAROLINA BAPTIST HOSPITAL. THE MEDICAL CENTER OPERATES WAKE FOREST SCHOOL OF MEDICINE, WHICH HAS A FACULTY OF 1,215, INCLUDING PHYSICIANS AND BASIC SCIENTISTS. THE MEDICAL CENTER HAS 1,060 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 (81 BEDS). THE MEDICAL CENTER WILL OPEN 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. IT 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 70 COMPANIES, FOUR LEADING INSTITUTIONS, MORE THAN 3,200 WORKERS AND 7,500 STUDENTS, THE INNOVATION QUARTER CURRENTLY COMPRISES 1.8 MILLION SQUARE FEET OF INSPIRATIONAL OFFICE, LABORATORY AND EDUCATIONAL SPACE ON ITS 145 DEVELOPABLE ACRES. IN JULY 2016, WAKE FOREST SCHOOL OF MEDICINE 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 CURRICULA 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, 28 PRIMARY CARE CLINICS, 114 SPECIALTY CLINICS, 16 DIALYSIS CENTERS, AND FREESTANDING IMAGING AND ENDOSCOPY CENTERS. THE MEDICAL CENTER EMPLOYS 1,215 PHYSICIANS, 3,075 REGISTERED NURSES, AND 692 RESIDENTS AND FELLOWS. IT HAS A TOTAL STAFF OF 14,271. OVERALL IN FY 2016, WAKE FOREST BAPTIST HAD 40,810 INPATIENT ADMISSIONS, 110,602 EMERGENCY DEPARTMENT VISITS AND 1,171,619 OUTPATIENT ENCOUNTERS (AMBULATORY VISITS AND OUTPATIENT DEPARTMENTS).2. OUTREACHWAKE FOREST BAPTIST MEDICAL CENTER CONTINUES A BROAD-BASED EFFORT TO REACH UNDERSERVED POPULATIONS ACROSS ITS SERVICE AREA. THE MEDICAL CENTER'SANNUAL COMMUNITY BENEFITS REPORT REFLECTS THIS COMMITMENT. IN FISCAL 2016, THE MEDICAL CENTER SPENT $378 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 BIRTHWEIGHT BABIES. ALTOGETHER, 67,533 PATIENT VISITS WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA IN THE 2016 FISCAL YEAR, AND ANOTHER 13,691 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 $80.1 MILLION IN THE EDUCATION OF TOMORROW'S HEALTH CARE AND BIOMEDICAL LEADERS. THAT INVESTMENT SUPPORTED THE TRAINING OF 467 MEDICAL STUDENTS, 692 PHYSICIAN RESIDENTS AND FELLOWS, 292 GRADUATE STUDENTS AND 176 PHYSICIAN ASSISTANTS. IN ADDITION, THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF WAKE FOREST SCHOOL OF MEDICINE, OFFERED 1,888 CONTINUING MEDICAL EDUCATION ACTIVITIES THAT DREW 36,723 PARTICIPANTS FROM THROUGHOUT THE REGION. | Desc |
| Total Program Service Expenses | $28,643,554 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11557 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 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 | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH DOLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367164445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BLVD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 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 | |||||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN L ROBERTSON | |||||||||
| CHAIR (AND DIRECTOR) | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GEORGE D RENFRO | |||||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM C WARDEN JR | |||||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN L WELCH | |||||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA A BOSWELL PHD | |||||||||
| DIRECTOR | 4.00 | 14.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD E FLOW | |||||||||
| VICE CHAIR (AND DIRECTOR) | 4.00 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES J MARINO | |||||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN O HATCH PHD | |||||||||
| DIRECTOR | 7.00 | 33.00 | Yes (X) | $0 | $3,941,320 | $287,707 | |||
| ANDREW J SCHINDLER | |||||||||
| DIRECTOR | 4.00 | 8.50 | Yes (X) | $0 | $0 | $0 | |||
| A LEE HERRING | |||||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES R HELVEY III | |||||||||
| DIRECTOR | 4.00 | 9.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D MCCONNELL MD | |||||||||
| DIRECTOR (EX-OFFICIO) & CEO | 5.00 | 35.00 | $0 | $2,031,489 | $252,556 | Yes (X) | |||
| J MCLAIN WALLACE JR | |||||||||
| VP, GEN COUNSEL & SEC | 5.00 | 35.00 | $555,975 | $0 | $121,202 | Yes (X) | |||
| J REID MORGAN | |||||||||
| ASSISTANT SECRETARY | 8.00 | 32.00 | $0 | $510,246 | $97,801 | Yes (X) | |||
| EDWARD ABRAHAM MD | |||||||||
| DEAN, SCHOOL OF MED | 5.00 | 35.00 | $0 | $1,144,312 | $154,233 | Yes (X) | |||
| ERIC TOMLINSON DCS PHD | |||||||||
| PRESIDENT WFIQ | 5.00 | 35.00 | $0 | $549,802 | $103,489 | Yes (X) | |||
| LISA M WYATT | |||||||||
| VP, CHIEF COMM & MKTG OFFI | 5.00 | 35.00 | $0 | $581,243 | $20,855 | Yes (X) | |||
| CHERYL E H LOCKE | |||||||||
| VP, CHIEF HR OFFICER | 5.00 | 35.00 | $0 | $657,146 | $91,928 | Yes (X) | |||
| NORMAN B POTTER JR | |||||||||
| VP, DEVELOPMENT | 5.00 | 35.00 | $0 | $407,114 | $87,054 | Yes (X) | |||
| KAREN H HUEY | |||||||||
| VP, FACILITIES | 5.00 | 35.00 | $363,528 | $0 | $68,596 | Yes (X) | |||
| BRADLEY A CLARK | |||||||||
| ASST TREASURER/TREASURER | 5.00 | 35.00 | $0 | $280,618 | $47,476 | Yes (X) | |||
| TERRY G WILLIAMS | |||||||||
| EVP, STRATEGY & NW DEV | 5.00 | 35.00 | $0 | $710,936 | $147,833 | Yes (X) | |||
| CHAD A ECKES | |||||||||
| CFO, TREAS/ASST TREASURER | 5.00 | 35.00 | $0 | $678,676 | $166,330 | Yes (X) | |||
| KEVIN P HIGH MD | |||||||||
| EVP, HEALTH SYSTEM AFFAIRS | 5.00 | 35.00 | $0 | $683,568 | $115,815 | Yes (X) | |||
| DEETTE M EMON | |||||||||
| VP, CIO | 5.00 | 35.00 | $453,671 | $0 | $57,136 | Yes (X) | |||
| ROBERT GFELLER | |||||||||
| VP, CHIEF COMM & MKTG OFFI | 5.00 | 35.00 | $376,519 | $0 | $105,574 | Yes (X) | |||
| STEVE BLOOM | |||||||||
| VP, CHIEF HUMAN RESOURCES | 5.00 | 35.00 | $0 | $0 | $0 | Yes (X) | |||
| CATHLEEN WHEATLEY | |||||||||
| VP CLINICAL OP, CHIEF NURSE EXEC. | 40.00 | 0.00 | $484,694 | $0 | $96,053 | Yes (X) | |||
| MICHAEL T WAID | |||||||||
| SR. VP HLTH SYS OPS | 40.00 | 0.00 | $416,276 | $0 | $97,063 | Yes (X) | |||
| EDWIN R STAINBACH | |||||||||
| VP CLINICAL OPERATIONS | 40.00 | 0.00 | $359,237 | $0 | $93,903 | Yes (X) | |||
| CHARLES R VIGNOS | |||||||||
| VP MANAGED CARE | 40.00 | 0.00 | $362,537 | $0 | $75,386 | Yes (X) | |||
| JEFFREY BRENNAN | |||||||||
| VP WFI BUSINESS DEV & INDUSTRY RELATIONS | 40.00 | 0.00 | $328,134 | $0 | $29,559 | Yes (X) | |||
| EDWARD G CHADWICK | |||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $143,065 | $2,522 | Yes (X) | |||
| RUSSELL M HOWERTON MD | |||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $678,567 | $157,634 | Yes (X) | |||
| JOANNE C RUHLAND | |||||||||
| FORMER OFFICER | 5.00 | 35.00 | $0 | $361,544 | $63,824 | Yes (X) | |||
| WILLIAM B APPLEGATE MD | |||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $242,496 | $32,243 | Yes (X) | |||
| K BARBARA CARBONE MD | |||||||||
| FORMER OFFICER | 5.00 | 35.00 | $0 | $1,421,509 | $16,139 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,700,571 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $15,023,651 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,589,911 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 453 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,625,492 | AllOtherContributionsAmt |
| Noncash Contributions | $1,286,707 | NoncashContributionsAmt |
| Total Contributions | $3,625,492 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT SERVICE | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $20,667,577 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,667,577 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,667,577 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,258 | TotalRevenueColumnAmt |
| Exclusion | $37,258 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,305,962 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,305,962 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,815 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $19,629 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,186 | TotalRevenueColumnAmt |
| Exclusion | $5,186 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $1,593,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,670,782 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$77,108 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,593,674 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,929,187 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,338,359 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$77,108 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,444 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,020 | TotalAmt |
| Program Services | $6,020 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,328,911 | TotalAmt |
| Program Services | $11,528,329 | ProgramServicesAmt |
| Management And General | $1,800,582 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,463 | TotalAmt |
| Program Services | $307,444 | ProgramServicesAmt |
| Management And General | $48,019 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,593,046 | TotalAmt |
| Program Services | $3,107,667 | ProgramServicesAmt |
| Management And General | $485,379 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,619,625 | TotalAmt |
| Program Services | $3,130,655 | ProgramServicesAmt |
| Management And General | $488,970 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,842 | TotalAmt |
| Management And General | $47,842 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,380 | TotalAmt |
| Management And General | $1,380 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,428,692 | TotalAmt |
| Program Services | $1,326,967 | ProgramServicesAmt |
| Management And General | $101,725 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,414 | TotalAmt |
| Program Services | $74,414 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,013 | TotalAmt |
| Program Services | $481,510 | ProgramServicesAmt |
| Management And General | $160,503 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,616 | TotalAmt |
| Program Services | $445,212 | ProgramServicesAmt |
| Management And General | $148,404 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,649,111 | TotalAmt |
| Program Services | $2,649,111 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,883 | TotalAmt |
| Program Services | $13,737 | ProgramServicesAmt |
| Management And General | $2,146 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,369 | TotalAmt |
| Program Services | $138,369 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,424 | TotalAmt |
| Program Services | $131,424 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,338 | TotalAmt |
| Program Services | $827,338 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,575 | TotalAmt |
| Program Services | $79,575 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CLINICAL SUPPLIES | $2,789,426 | $2,789,426 | $0 |
| BAD DEBT | $1,075,699 | $1,075,699 | $0 |
| OTHER | $707,543 | $530,657 | $176,886 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,105,390 | TotalAmt |
| Program Services | $28,643,554 | ProgramServicesAmt |
| Management And General | $3,461,836 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032,661 | BOYAmt |
| EOY | $6,409,274 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,081,233 | BOYAmt |
| EOY | $60,276,683 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,709,612 | BOYAmt |
| EOY | $4,206,173 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,297 | BOYAmt |
| EOY | $17,276,550 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $792,931 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $560,159 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $902,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $46,483,171 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,690,267 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,353,525 | BOYAmt |
| EOY | $39,792,904 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,632,226 | BOYAmt |
| EOY | $112,217,879 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,952,372 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,614,799 | BOYAmt |
| EOY | $1,141,511 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,734,353 | BOYAmt |
| EOY | $259,528,515 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,751,016 | BOYAmt |
| EOY | $26,570,570 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,000,000 | BOYAmt |
| EOY | $54,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,987,086 | BOYAmt |
| EOY | $50,452,856 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,738,102 | BOYAmt |
| EOY | $131,023,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,996,251 | BOYAmt |
| EOY | $122,672,996 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,832,093 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,996,251 | BOYAmt |
| EOY | $128,505,089 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,734,353 | BOYAmt |
| EOY | $259,528,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$6,176,203 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$52,778 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $33,737,819 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| WAKE FOREST UNIV HEALTH SCIENCES | ||||
| 223849199 | 2 | Yes (1) | $0 | $0 |
| NORTH CAROLINA BAPTIST HOSPITAL | ||||
| 560552787 | 3 | Yes (1) | $0 | $0 |
| WAKE FOREST UNIVERSITY | ||||
| 560532138 | 2 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
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 D IRS990ScheduleD
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $313,255 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$13,705 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $299,550 | OtherExpendituresAmt |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,644,605 | OtherCostOrOtherBasisAmt |
| Book Value | $5,644,605 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,616,717 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,910,818 | DepreciationAmt |
| Book Value | $26,705,899 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,695,018 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,435 | DepreciationAmt |
| Book Value | $2,554,583 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,842,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $535,480 | DepreciationAmt |
| Book Value | $4,307,240 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $684,111 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,534 | DepreciationAmt |
| Book Value | $580,577 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $39,792,904 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN LMC | $70,610,569 | C |
| INVESTMENT IN NWCCN | $3,792,823 | C |
| UNCONSOLIDATED EQUITY INVESTMENTS | $2,781,532 | C |
| INVESTMENT IN FHI | $273,964 | C |
| INVESTMENT IN CHC, LLC | $25,898,991 | C |
| INVESTMENT IN CHESS, LLC | $8,860,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $112,217,879 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $291,926 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| INTERCOMPANY DUE TO/DUE FROM | $48,551,591 |
| CAPITAL LEASE PAYABLE | $242,394 |
| DEFERRED COMPENSATION | $1,366,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,452,856 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS EVALUATED UNCERTAIN TAX POSITIONS FOR ITS FISCAL YEARS ENDED JUNE 30, 2016 AND 2015, INCLUDING A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF ITS JOINT VENTURES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE YEARS ENDED JUNE 30, 2016 AND 2015. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $24,815 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $24,815 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,000 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $2,310 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,941 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,610 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $8,768 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $24,815 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $24,815 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,310 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,941 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,610 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,768 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,629 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,186 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF FORSYTH COUNTY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N MAIN STREET | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 237357234 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $6,020 | CashGrantAmt |
| Purpose Of Grant | COMMUNITY SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WFUBMC FOLLOWS THE MEDICAL CENTER'S CORPORATE POLICY USED IN REVIEWING THE ELIGIBILITY AND SELECTION OF GRANTEES RECEIVING FUNDS. THE ORGANIZATION MAINTAINS DOCUMENTATION OF THE ELIGIBILITY, SELECTION CRITERIA AND DISBURSEMENT OF THESE FUNDS. | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (26 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NATHAN O HATCH PHD | ||||||||||||||
| DIRECTOR | $0 | $839,944 | $0 | $92,000 | $0 | $3,009,376 | $0 | $224,410 | $0 | $63,297 | $0 | $4,229,027 | $0 | $2,323,444 |
| JOHN D MCCONNELL MD | ||||||||||||||
| DIRECTOR (EX-OFFICIO) & CEO | $0 | $1,003,000 | $0 | $458,633 | $0 | $569,856 | $0 | $232,214 | $0 | $20,342 | $0 | $2,284,045 | $0 | $0 |
| J MCLAIN WALLACE JR | ||||||||||||||
| VP, GEN COUNSEL & SEC | $401,272 | $0 | $127,415 | $0 | $27,288 | $0 | $102,804 | $0 | $18,398 | $0 | $677,177 | $0 | $0 | $0 |
| J REID MORGAN | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $447,334 | $0 | $25,000 | $0 | $37,912 | $0 | $26,500 | $0 | $71,301 | $0 | $608,047 | $0 | $0 |
| EDWARD ABRAHAM MD | ||||||||||||||
| DEAN, SCHOOL OF MED | $0 | $537,297 | $0 | $218,350 | $0 | $388,665 | $0 | $135,417 | $0 | $18,816 | $0 | $1,298,545 | $0 | $365,121 |
| ERIC TOMLINSON DCS PHD | ||||||||||||||
| PRESIDENT WFIQ | $0 | $398,801 | $0 | $122,333 | $0 | $28,668 | $0 | $91,321 | $0 | $12,168 | $0 | $653,291 | $0 | $0 |
| LISA M WYATT | ||||||||||||||
| VP, CHIEF COMM & MKTG OFFI | $0 | $207,909 | $0 | $97,478 | $0 | $275,856 | $0 | $12,190 | $0 | $8,665 | $0 | $602,098 | $0 | $131,031 |
| CHERYL E H LOCKE | ||||||||||||||
| VP, CHIEF HR OFFICER | $0 | $347,411 | $0 | $114,459 | $0 | $195,276 | $0 | $73,145 | $0 | $18,783 | $0 | $749,074 | $0 | $171,821 |
| NORMAN B POTTER JR | ||||||||||||||
| VP, DEVELOPMENT | $0 | $306,946 | $0 | $94,405 | $0 | $5,763 | $0 | $63,179 | $0 | $23,875 | $0 | $494,168 | $0 | $0 |
| KAREN H HUEY | ||||||||||||||
| VP, FACILITIES | $281,856 | $0 | $80,731 | $0 | $941 | $0 | $50,391 | $0 | $18,205 | $0 | $432,124 | $0 | $0 | $0 |
| BRADLEY A CLARK | ||||||||||||||
| ASST TREASURER/TREASURER | $0 | $240,955 | $0 | $39,178 | $0 | $485 | $0 | $23,939 | $0 | $23,537 | $0 | $328,094 | $0 | $0 |
| TERRY G WILLIAMS | ||||||||||||||
| EVP, STRATEGY & NW DEV | $0 | $524,352 | $0 | $185,324 | $0 | $1,260 | $0 | $123,033 | $0 | $24,800 | $0 | $858,769 | $0 | $0 |
| CHAD A ECKES | ||||||||||||||
| CFO, TREAS/ASST TREASURER | $0 | $535,569 | $0 | $142,351 | $0 | $756 | $0 | $140,589 | $0 | $25,741 | $0 | $845,006 | $0 | $0 |
| KEVIN P HIGH MD | ||||||||||||||
| EVP, HEALTH SYSTEM AFFAIRS | $0 | $530,747 | $0 | $132,889 | $0 | $19,932 | $0 | $93,700 | $0 | $22,115 | $0 | $799,383 | $0 | $0 |
| DEETTE M EMON | ||||||||||||||
| VP, CIO | $368,762 | $0 | $84,639 | $0 | $270 | $0 | $48,221 | $0 | $8,915 | $0 | $510,807 | $0 | $0 | $0 |
| ROBERT GFELLER | ||||||||||||||
| VP, CHIEF COMM & MKTG OFFI | $298,551 | $0 | $76,450 | $0 | $1,518 | $0 | $85,096 | $0 | $20,478 | $0 | $482,093 | $0 | $0 | $0 |
| CATHLEEN WHEATLEY | ||||||||||||||
| VP CLINICAL OP, CHIEF NURSE EXEC. | $400,382 | $0 | $80,700 | $0 | $3,612 | $0 | $82,472 | $0 | $13,581 | $0 | $580,747 | $0 | $0 | $0 |
| MICHAEL T WAID | ||||||||||||||
| SR. VP HLTH SYS OPS | $303,846 | $0 | $93,740 | $0 | $18,690 | $0 | $74,297 | $0 | $22,766 | $0 | $513,339 | $0 | $0 | $0 |
| EDWIN R STAINBACH | ||||||||||||||
| VP CLINICAL OPERATIONS | $265,050 | $0 | $73,447 | $0 | $20,740 | $0 | $46,987 | $0 | $46,916 | $0 | $453,140 | $0 | $0 | $0 |
| CHARLES R VIGNOS | ||||||||||||||
| VP MANAGED CARE | $282,519 | $0 | $50,747 | $0 | $29,271 | $0 | $50,730 | $0 | $24,656 | $0 | $437,923 | $0 | $0 | $0 |
| JEFFREY BRENNAN | ||||||||||||||
| VP WFI BUSINESS DEV & INDUSTRY RELAT | $293,049 | $0 | $34,375 | $0 | $710 | $0 | $9,463 | $0 | $20,096 | $0 | $357,693 | $0 | $0 | $0 |
| EDWARD G CHADWICK | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $0 | $143,065 | $0 | $0 | $0 | $2,522 | $0 | $145,587 | $0 | $0 |
| RUSSELL M HOWERTON MD | ||||||||||||||
| FORMER OFFICER | $0 | $506,778 | $0 | $150,177 | $0 | $21,612 | $0 | $133,371 | $0 | $24,263 | $0 | $836,201 | $0 | $0 |
| JOANNE C RUHLAND | ||||||||||||||
| FORMER OFFICER | $0 | $249,256 | $0 | $0 | $0 | $112,288 | $0 | $43,943 | $0 | $19,881 | $0 | $425,368 | $0 | $90,330 |
| WILLIAM B APPLEGATE MD | ||||||||||||||
| FORMER OFFICER | $0 | $210,004 | $0 | $12,206 | $0 | $20,286 | $0 | $11,572 | $0 | $20,671 | $0 | $274,739 | $0 | $0 |
| K BARBARA CARBONE MD | ||||||||||||||
| FORMER OFFICER | $0 | $248,796 | $0 | $132,381 | $0 | $1,040,332 | $0 | $8,380 | $0 | $7,759 | $0 | $1,437,648 | $0 | $157,500 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE GOVERNANCE AND COMPENSATION COMMITTEE OF THE WFUBMC BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING AND APPROVING ALL MEDICAL CENTER OFFICERS' COMPENSATION (INCLUDING THE COMPENSATION OF MOST OF THE OFFICERS OF THE FILING ORGANIZATION). THE COMMITTEE UTILIZES AN INDEPENDENT, EXTERNAL COMPENSATION CONSULTANT FIRM EXPERIENCED IN HEALTH CARE AND HIGHER EDUCATION COMPENSATION THAT 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 DIRECTORS AND OFFICERS RECEIVED SEVERANCE AND SERP PAYMENTS IN THEIR CALENDAR YEAR 2015 COMPENSATION: NAME SEVERANCE SERP JOHN D. MCCONNELL, MD -0- 546,312 EDWARD CHADWICK 143,065 -0- BARBARA CARBONE 859,065 180,063 JOANNE RUHLAND -0- 90,330 LISA WYATT 106,000 155,840 CHERYL LOCKE -0- 171,821 EDWARD ABRAHAM -0- 365,121 NATHAN O HATCH, PHD 2,893,501 THE COMPENSATION OF NATHAN O. HATCH, PRESIDENT OF WAKE FOREST UNIVERSITY, A RELATED ORGANIZATION TO THE FILING ORGANIZATION, INCLUDES THE PAYOUT OF $2,893,501 (INCLUDED IN HIS 2015 W-2 INCOME) FROM HIS 10-YEAR, DEFERRED SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN ("SERP") PROVIDED BY THAT RELATED ORGANIZATION THE PREVIOUS ANNUAL ACCRUALS FOR WHICH TOTAL $2,323,444 AS SHOWN IN COLUMN F OF SCHEDULE J, PART II AND HAVE BEEN REPORTED ON PRIOR YEARS' FORMS 990. THE COLUMN C OF SCHEDULE J, PART II TOTAL FOR DR. HATCH OF $224,410 INCLUDES $197,910 AS THE YEAR 2015 ACCRUAL ON HIS SERP. |
| PART I, LINE 7 | CERTAIN OFFICERS, KEY EMPLOYEES AND FACULTY MEMBERS HAVE INCENTIVE COMPENSATION COMPONENTS CONTAINED IN THEIR EMPLOYMENT AGREEMENTS AND THROUGH MEDICAL CENTER POLICIES. THESE ARE OFTEN GOAL-BASED AND ARE DETERMINED IN THE COURSE OF EVALUATION OF THE INDIVIDUAL'S PERFORMANCE BY HIS/HER DEPARTMENT CHAIR, SUPERVISOR OR THE COMPENSATION COMMITTEE OF THE BOARD, AS APPLICABLE. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,973 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,282,734 | 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 OCCURRENCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | ON MAY 2, 2016, WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER BECAME THE SOLE MEMBER OF CORNERSTONE HEALTH CARE, LLC, A MULTI-SPECIALTY PHYSICIAN PRACTICE IN CENTRAL NORTH CAROLINA. AS AN AFFILATE OF WAKE FOREST BAPTIST MEDICAL CENTER, CORNERSTONE HEALTH CARE, LLC SHARES THE MEDICAL CENTER'S MISSION, VISION AND VALUES BY PUTTING PATIENTS FIRST THROUGH TEAMWORK, CLINICAL EXCELLENCE AND COMPASSIONATE CARE. |
| FORM 990, PART VI, SECTION A, LINE 2 | CHAD ECKES AND TERRY WILLIAMS, BOTH OFFICERS OF THE ORGANIZATION, WERE BOARD MEMBERS OF MEDCOST BENEFIT SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 3 | IN JUNE 2016, THE MEDICAL CENTER BOARD APPOINTED STEVEN C. BLOOM AS VICE PRESIDENT - CHIEF HUMAN RESOURCE OFFICER. MR. BLOOM RECEIVED NO 2015 CALENDAR YEAR COMPENSATION FROM WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER OR RELATED ENTITIES FOR HIS SERVICES AS THE CHIEF HUMAN RESOURCES OFFICER. |
| FORM 990, PART VI, SECTION A, LINE 4 | WFUBMC BYLAWS AMENDMENTS WFUBMC AMENDED ITS BYLAWS EFFECTIVE JULY 1, 2015, IMPLEMENTING KEY CHANGES TO GOVERNANCE AS FOLLOWS. -- THE BOARD OF DIRECTORS VOTING MEMBERSHIP DECREASED FROM FOURTEEN TO TWELVE. WHILE THE AMENDED BYLAWS STATE THAT THE TWO MEMBERS SHALL EACH ELECT ONE-HALF OF THE BOARD, SPECIFIC REQUIREMENTS OF THE INDIVIDUALS TO BE ELECTED WERE REMOVED. ADDITIONALLY, THE TERM OF DIRECTORSHIP WAS EXTENDED FROM ONE TO FOUR YEARS AND CHANGED TO A JULY 1 INITIATION. -- THE APPOINTMENT OF CHAIR AND VICE CHAIR WAS DELEGATED TO THE MEMBERS, ALTERNATELY, AND STATED DEFINITIVELY TO BE A TWO-YEAR TERM. THE SECRETARY AND TREASURER CONTINUE TO BE ELECTED BY THE BOARD, BUT AT NO SPECIFIC TIME AND FOR AN INDEFINITE TERM UNTIL A SUCCESSOR IS ELECTED AND ASSUMES OFFICE. --THE BOARD COMMITTEES WERE RESTRUCTURED AND A NEW COMMUNITY BENEFIT ADVISORY BOARD WAS CREATED. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION'S TWO MEMBERS ARE NORTH CAROLINA BAPTIST HOSPITAL AND WAKE FOREST UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | HALF OF THE BOARD IS ELECTED BY NORTH CAROLINA BAPTIST HOSPITAL FROM ITS BOARD MEMBERS. THE OTHER HALF IS ELECTED BY WAKE FOREST UNIVERSITY FROM THE WAKE FOREST UNIVERSITY HEALTH SCIENCES BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE ORGANIZATION WILL CARRY OUT THE FUNCTIONS AND PURPOSES STATED IN THE MEDICAL CENTER INTEGRATION AGREEMENT ("MCIA"), SUBJECT TO THE RESERVE POWERS OR APPROVAL OF THE MEMBERS ON SELECT ISSUES, INCLUDING DAY TO DAY MANAGEMENT, STRATEGIC DIRECTION, MANAGED CARE CONTRACTING AND OTHER BUSINESS ACTIVITIES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FILING ORGANIZATION'S BOARD OF DIRECTORS RECEIVE A COPY OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW, COMMENT, AND QUESTIONS PRIOR TO ITS FILING. THE AUDIT AND COMPLIANCE COMMITTEE OF THE GOVERNING BOARD OF 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 | THE ORGANIZATION REQUIRES ITS OFFICERS, DIRECTORS AND KEY EMPLOYEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DETERMINE ANY POTENTIAL CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICTS NOTED IN THE QUESTIONNAIRE ARE REVIEWED BY A STANDING COMMITTEE FOR APPROPRIATE RESOLUTION. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO DETERMINE AND REPORT ANNUALLY, AND AS THEY ARISE, ANY POTENTIAL CONFLICTS OF INTEREST TO THE SECRETARY OF THE BOARD OF DIRECTORS. THE RESOLUTION OF POTENTIAL AND ACTUAL CONFLICTS IS SUBJECT TO THE APPROVAL OF THE CHAIR OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNANCE AND COMPENSATION COMMITTEE OF THE FILING ORGANIZATION FUNCTIONS AS THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, AND 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 ORGANIZATIONAL STRUCTURE, SIZE, AND COMPLEXITY; CAREFUL DOCUMENTATION OF ALL COMPENSATION DECISIONS; AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE GOVERNANCE AND COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY MAINTAINED AND THAT COMPARABILITY DATA IS MAINTAINED IN THE MEDICAL CENTER'S OFFICE OF EXECUTIVE COMPENSATION SERVICES. IN THE EVENT THAT A MEMBER OF THE GOVERNANCE AND COMPENSATION COMMITTEE HAS A CONFLICT OF INTEREST RELATED TO EXECUTIVE APPOINTMENT OR COMPENSATION, THAT MEMBER DOES NOT PARTICIPATE IN THE DELIBERATION OR APPROVAL OF APPOINTMENT OR COMPENSATION AND SUCH ABSTENTION IS NOTED IN THE COMMITTEE'S MEETING MINUTES. |
| 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. |
| FORM 990, PART XI, LINE 9: | EQUITY METHOD - AFFILIATES 46,203,886. GOODWILL IMPAIRMENT - CORNERSTONE -12,466,067. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE HEALTH CARE 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 | 561935767 | EIN |
| Primary Activities | MEDICAL SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | -$22,191,689 | TotalIncomeAmt |
| End Of Year Assets | $54,949,664 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | 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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA BAPTIST HOSPITAL | |||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 560552787 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | N/A | 0 | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 223849199 | HEALTHCARE EDUCATION AND RESEARCH | NC | 501(C)(3) | LINE 2 | 0 | WAKE FOREST UNIVERSITY | |
| WAKE FOREST UNIVERSITY | |||||||||||
| PO BOX 7201 | WINSTONSALEM | NC | 27109 | 560532138 | UNIVERSITY | NC | 501(C)(3) | LINE 2 | N/A | 0 | |
| LEXINGTON MEDICAL CENTER | |||||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27293 | 560543238 | HEALTHCARE | NC | 501(C)(3) | LINE 3 | Yes (1) | WAKE FOREST UNIVBAPTIST MED CENTER | |
| LEXINGTON MEDICAL CENTER FOUNDATION | |||||||||||
| 250 HOSPITAL DRIVE | LEXINGTON | NC | 27293 | 581876553 | HEALTHCARE | NC | 501(C)(3) | LINE 11A, I | Yes (1) | LEXINGTON MEDICAL CENTER | |
| NORTHWEST COMMUNITY CARE NETWORK | |||||||||||
| 2000 WEST 1ST STREET | WINSTONSALEM | NC | 27104 | 020774853 | HEALTHCARE | NC | 501(C)(3) | LINE 7 | Yes (1) | WAKE FOREST UNIVBAPTIST MED CENTER | |
| FAITHHEALTH INNOVATIONS INC | |||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 237426944 | HEALTHCARE | NC | 501(C)(3) | LINE 9 | Yes (1) | WAKE FOREST UNIVBAPTIST MED CENTER | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEXINGTON MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $25,460,906 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |