WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (EIN 51-0190238)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201641349349300449
- Schema version
- 2014v6.0
- 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 | 2016-05-13T08:07:23-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAKE | BusinessNameControlTxt |
| Phone | 3367164445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BLVD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN D MCCONNELL MD | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3367163480 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | 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 | $5,985,596 | 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 | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $324,850 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,620,084 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,606 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,498 | PYOtherRevenueAmt |
| CY Other Revenue | $8,930 | CYOtherRevenueAmt |
| PY Total Revenue | $322,352 | PYTotalRevenueAmt |
| CY Total Revenue | $4,664,620 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,026,767 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,044,520 | 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 | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,025 | PYOtherExpensesAmt |
| CY Other Expenses | $48,929 | CYOtherExpensesAmt |
| PY Total Expenses | $1,045,792 | PYTotalExpensesAmt |
| CY Total Expenses | $1,093,449 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$723,440 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,571,171 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $206,904,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $232,734,353 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $124,376,029 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $131,738,102 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,528,687 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $100,996,251 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,068,530 | ExpenseAmt |
| Grant | $1,044,520 | GrantAmt |
| Revenue | $2,119 | 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"), MEDICAL RESEARCH AND TECHNOLOGY TRANSFER (THE "INNOVATION ENTERPRISE") AND MEDICAL EDUCATION (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 UNIVERSITY 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). IN DECEMBER 2015, THE MEDICAL CENTER BROKE GROUND ON A $47 MILLION, 50-BED TOWER AT ITS DAVIE MEDICAL CENTER-BERMUDA RUN CAMPUS. THE FACILITY IS EXPECTED TO OPEN 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 50 COMPANIES, FOUR LEADING INSTITUTIONS, MORE THAN 3,100 WORKERS AND 2,000 STUDENTS, THE INNOVATION QUARTER CURRENTLY COMPRISES 1.5 MILLION SQUARE FEET OF INSPIRATIONAL OFFICE, LABORATORY AND EDUCATIONAL SPACE ON ITS 145 DEVELOPABLE ACRES. THE QUARTER HOUSES A WIDE RANGE OF PROGRAMS AND PROJECTS BRIDGING ART, SCIENCE AND TECHNOLOGY.IN JULY 2016, WAKE FOREST SCHOOL OF MEDICINE WILL MOVE INTO THE BOWMAN GRAY CENTER FOR MEDICAL EDUCATION IN THE INNOVATION QUARTER. THE $50 MILLION PROJECT IS A STATE OF THE ART FACILITY WHERE FUTURE GENERATIONS OF PHYSICIANS AND RESEARCHERS WILL BE TRAINED. IT IS THE RESULT OF RENOVATIONS TO A FORMER R.J. REYNOLDS TOBACCO CO. BUILDING.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 11 EMERGENCY DEPARTMENTS, 27 PRIMARY CARE CLINICS, 16 DIALYSIS CENTERS, AND FREESTANDING IMAGING AND ENDOSCOPY CENTERS. THE MEDICAL CENTER EMPLOYS 1,215 PHYSICIANS, 2,985 REGISTERED NURSES, 578 RESIDENTS AND 129 FELLOWS, AND HAS A TOTAL STAFF OF 13,441.OVERALL IN FY 2015, WAKE FOREST BAPTIST HAD 40,251 INPATIENT ADMISSIONS, 108,583 EMERGENCY DEPARTMENT VISITS AND 1,111,409 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'S ANNUAL COMMUNITY BENEFITS REPORT REFLECTS THIS COMMITMENT. IN FISCAL 2014, THE MOST RECENT YEAR FOR WHICH FIGURES ARE AVAILABLE, THE MEDICAL CENTER SPENT $272.6 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 THEART 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, 67,103 PATIENT VISITS WERE RECORDED AT THE DOWNTOWN HEALTH PLAZA BETWEEN JULY 2014 AND JUNE 2015.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. -PROVIDING STAFF SUPPORT SERVICES TO A MENTAL HEALTH CLINIC DESIGNED TO HELP HOMELESS PEOPLE STABILIZE THEIR MENTAL HEALTH. THE HOMELESS OPPORTUNITIES & TREATMENT (HOT) PROJECT IS CONDUCTED AT SAMARITAN MINISTRIES, A HOMELESS SHELTER IN WINSTON-SALEM. IT IS PART OF THE LARGER EMPOWERMENT PROJECT CONNECTING HOMELESS PEOPLE IN NEED WITH HOUSING, EDUCATION AND TRAINING.-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 NEW 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.ALSO THIS YEAR, THE WAKE FOREST BAPTIST MEDICAL CENTER CLINICAL AND TRANSLATIONAL SCIENCE INSTITUTE (CTSI) RECEIVED A FOUR-YEAR, $15.6 MILLION CLINICAL AND TRANSLATIONAL SCIENCE AWARD (CTSA) FROM THE NATIONAL INSTITUTES OF HEALTH (NIH). THE PROGRAM GIVES WAKE FOREST BAPTIST ENTRY INTO THE NATIONAL CLINICAL AND TRANSLATIONAL SCIENCE AWARD CONSORTIUM, WHICH IS COMPRISED OF MORE THAN 60 ACADEMIC MEDICAL CENTERS AND PARTNER ORGANIZATIONS, WORKING COLLABORATIVELY TO ACCELERATE TRANSLATION OF DISCOVERIES INTO BETTER PREVENTIVE AND TREATMENT SOLUTIONS TO IMPROVE HEALTH. THE CTSI WILL SPEED THE TRANSLATION OF DISCOVERIES TO IMPROVE HEALTH, EXPANDING OPPORTUNITIES FOR PATIENTS TO PARTICIPATE IN LEADING EDGE CLINICAL TRIALS AND STUDIES, MANY OF WHICH ARE AIMED AT REDUCING CHRONIC DISEASES SUCH AS DIABETES AND HYPERTENSION.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 $77.5 MILLION IN THE EDUCATION OF TOMORROW'S HEALTH CARE AND BIOMEDICAL LEADERS. THAT INVESTMENT SUPPORTED THE TRAINING OF 467 MEDICAL STUDENTS, 707 PHYSICIAN RESIDENTS AND FELLOWS, 291 GRADUATE STUDENTS AND 177 PHYSICIAN ASSISTANTS. IN ADDITION, THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF WAKE FOREST SCHOOL OF MEDICINE, OFFERED 1,908 CONTINUING MEDICAL EDUCATION ACTIVITIES THAT DREW 34,765 PARTICIPANTS FROM THROUGHOUT THE REGION. | Desc |
| Total Program Service Expenses | $1,068,530 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | 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 | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | 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 | CONTROLLER'S OFFICE | 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 (39 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| ARTHUR A GIBEL | ||||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RON D KESSINGER | ||||||||
| DIRECTOR | 4.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN L ROBERTSON | ||||||||
| VICE 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 | ||||||||
| CHAIR (AND DIRECTOR) | 4.00 | 10.20 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES T WILLIAMS JR | ||||||||
| DIRECTOR | 4.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD E FLOW | ||||||||
| DIRECTOR | 4.00 | 14.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHAN O HATCH PHD | ||||||||
| DIRECTOR | 4.00 | 36.00 | Yes (X) | $0 | $1,023,508 | $433,311 | ||
| ANDREW J SCHINDLER | ||||||||
| DIRECTOR | 4.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| A LEE HERRING | ||||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD F ROACH | ||||||||
| DIRECTOR | 4.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES R HELVEY III | ||||||||
| DIRECTOR | 4.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN D MCCONNELL MD | ||||||||
| CEO | 5.00 | 35.00 | $0 | $1,551,136 | $232,372 | Yes (X) | ||
| J MCLAIN WALLACE JR | ||||||||
| VP, GEN COUNSEL & SEC | 5.00 | 35.00 | $0 | $458,252 | $105,752 | Yes (X) | ||
| J REID MORGAN | ||||||||
| ASSISTANT SECRETARY | 8.00 | 32.00 | $0 | $478,079 | $110,947 | Yes (X) | ||
| EDWARD ABRAHAM MD | ||||||||
| DEAN, SCHOOL OF MED | 5.00 | 35.00 | $0 | $619,588 | $153,776 | Yes (X) | ||
| ERIC TOMLINSON DCS PHD | ||||||||
| PRESIDENT WFIQ | 5.00 | 35.00 | $0 | $548,647 | $94,369 | Yes (X) | ||
| LISA M WYATT | ||||||||
| VP, CHIEF COMM & MKTG OFFI | 5.00 | 35.00 | $0 | $342,656 | $71,045 | Yes (X) | ||
| CHERYL E H LOCKE | ||||||||
| VP, CHIEF HR OFFICER | 5.00 | 35.00 | $0 | $394,692 | $84,972 | Yes (X) | ||
| NORMAN B POTTER JR | ||||||||
| VP, DEV | 5.00 | 35.00 | $0 | $331,464 | $73,190 | Yes (X) | ||
| KAREN H HUEY | ||||||||
| VP, FACILITIES | 5.00 | 35.00 | $0 | $301,785 | $65,113 | Yes (X) | ||
| K BARBARA CARBONE MD | ||||||||
| PRESIDENT & COO | 5.00 | 35.00 | $0 | $895,532 | $197,496 | Yes (X) | ||
| C MICHAEL RUTHERFORD | ||||||||
| CFO, TREASURER | 5.00 | 35.00 | $0 | $0 | $0 | Yes (X) | ||
| BRADLEY A CLARK | ||||||||
| ASSISTANT TREASURER | 5.00 | 35.00 | $0 | $229,845 | $28,451 | Yes (X) | ||
| TERRY G WILLIAMS | ||||||||
| EVP, STRATEGY & NW DEV | 5.00 | 35.00 | $0 | $572,543 | $165,039 | Yes (X) | ||
| CHAD A ECKES | ||||||||
| CFO, TREAS.,VP, CIO | 5.00 | 35.00 | $0 | $390,305 | $88,718 | Yes (X) | ||
| KEVIN P HIGH MD | ||||||||
| EVP, HEALTH SYSTEM AFFAIRS | 5.00 | 35.00 | $0 | $439,852 | $26,774 | Yes (X) | ||
| DEETTE M EMON | ||||||||
| VP, CIO | 5.00 | 35.00 | $0 | $145,538 | $6,124 | Yes (X) | ||
| EDWARD G CHADWICK | ||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $1,588,175 | $20,524 | Yes (X) | ||
| THOMAS E SIBERT MD | ||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $1,403,531 | $21,223 | Yes (X) | ||
| SHEILA M SANDERS | ||||||||
| FORMER OFFICER | 0.00 | 0.00 | $0 | $155,697 | $6,842 | Yes (X) | ||
| RUSSELL M HOWERTON MD | ||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $555,519 | $143,586 | Yes (X) | ||
| MAUREEN E SINTICH | ||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $227,642 | $15,129 | Yes (X) | ||
| JOANNE C RUHLAND | ||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $269,000 | $58,292 | Yes (X) | ||
| DOUGLAS NELSON | ||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $182,004 | $25,111 | Yes (X) | ||
| WILLIAM B APPLEGATE MD | ||||||||
| FORMER OFFICER | 0.00 | 40.00 | $0 | $254,397 | $24,303 | Yes (X) | ||
| DONNY LAMBETH | ||||||||
| FORMER OFFICER | 0.00 | 1.00 | $0 | $272,778 | $6,504 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $13,632,165 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,258,963 | 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 | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,620,084 | AllOtherContributionsAmt |
| Noncash Contributions | $1,284,367 | NoncashContributionsAmt |
| Total Contributions | $4,620,084 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,606 | TotalRevenueColumnAmt |
| Exclusion | $35,606 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,306,007 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,306,007 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,780 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $14,969 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,811 | TotalRevenueColumnAmt |
| Exclusion | $6,811 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 621990 | BusinessCd |
| Total Revenue Column | $2,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,119 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,119 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,664,620 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,119 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $42,417 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,520 | TotalAmt |
| Program Services | $1,044,520 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,020 | TotalAmt |
| Program Services | $24,010 | ProgramServicesAmt |
| Management And General | $24,010 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $909 | TotalAmt |
| Management And General | $909 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,449 | TotalAmt |
| Program Services | $1,068,530 | ProgramServicesAmt |
| Management And General | $24,919 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $375,857 | BOYAmt |
| EOY | $1,032,661 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,075 | BOYAmt |
| EOY | $67,081,233 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,709,612 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,310,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $36,121,207 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,767,682 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,659,533 | BOYAmt |
| EOY | $32,353,525 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,889,060 | BOYAmt |
| EOY | $63,632,226 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,840,191 | BOYAmt |
| EOY | $64,614,799 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,904,716 | BOYAmt |
| EOY | $232,734,353 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,573 | BOYAmt |
| EOY | $4,751,016 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,367,456 | BOYAmt |
| EOY | $60,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $66,987,086 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,376,029 | BOYAmt |
| EOY | $131,738,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,528,687 | BOYAmt |
| EOY | $100,996,251 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,528,687 | BOYAmt |
| EOY | $100,996,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,904,716 | BOYAmt |
| EOY | $232,734,353 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,571,171 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$46,773 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $14,943,166 | 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $313,255 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$13,705 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $299,550 | OtherExpendituresAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $542,528 | BeginningYearBalanceAmt |
| Contributions | $5,725 | ContributionsAmt |
| Investment Earnings Or Losses | $58,087 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $288,510 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,575 | OtherExpendituresAmt |
| End Year Balance | $313,255 | EndYearBalanceAmt |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,166,847 | OtherCostOrOtherBasisAmt |
| Book Value | $5,166,847 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,954,360 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,767,682 | DepreciationAmt |
| Book Value | $27,186,678 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,353,525 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN LMC | $56,991,788 | C |
| INVESTMENT IN NWCCN | $2,844,105 | C |
| UNCONSOLIDATED EQUITY INVESTMENTS | $3,577,500 | C |
| INVESTMENT IN FHI | $218,833 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $63,632,226 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY DUE TO/DUE FROM | Desc |
| Book Value | $64,614,799 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $64,614,799 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCE FROM RELATED PARTY | Desc |
| Amt | $66,987,086 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $66,987,086 | 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 WAS REQUIRED TO EVALUATE UNCERTAIN TAX POSITIONS. THIS EVALUATION INCLUDES A QUANTIFICATION OF TAX RISK IN AREAS SUCH AS UNRELATED BUSINESS TAXABLE INCOME AND THE TAXATION OF FOR-PROFIT SUBSIDIARIES. THIS EVALUATION DID NOT HAVE A MATERIAL EFFECT ON THE ORGANIZATION'S STATEMENT OF OPERATIONS FOR THE YEARS ENDED JUNE 30, 2015 AND 2014. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $21,780 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $21,780 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,247 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,800 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,069 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,853 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $21,780 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $21,780 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,247 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,800 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,069 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,853 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,969 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $6,811 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF FORSYTH COUNTY | |||||||
| 301 N MAIN STREET | WINSTON SALEM | NC | 27101 | 237357234 | 501(C)(3) | $6,020 | COMMUNITY SUPPORT |
| FREE CHOICE HEALTHCARE FOUNDATION | |||||||
| 14596 RUTLEDGE SQUARE | SAN DIEGO | CA | 92128 | 464559312 | 501(C)(3) | $1,038,500 | SUPPORTING COMMUNITY HEALTHCARE OUTREACH PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | 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 ON 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 |
| 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 (25 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 | $816,207 | $0 | $94,000 | $0 | $113,301 | $0 | $372,308 | $0 | $61,003 | $0 | $1,456,819 | $0 | $0 |
| JOHN D MCCONNELL MD | ||||||||||||||
| CEO | $0 | $997,692 | $0 | $0 | $0 | $553,444 | $0 | $212,316 | $0 | $20,056 | $0 | $1,783,508 | $0 | $0 |
| J MCLAIN WALLACE JR | ||||||||||||||
| VP, GEN COUNSEL & SEC | $0 | $398,920 | $0 | $39,900 | $0 | $19,432 | $0 | $86,901 | $0 | $18,851 | $0 | $564,004 | $0 | $0 |
| J REID MORGAN | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $435,176 | $0 | $25,000 | $0 | $17,903 | $0 | $26,000 | $0 | $84,947 | $0 | $589,026 | $0 | $0 |
| EDWARD ABRAHAM MD | ||||||||||||||
| DEAN, SCHOOL OF MED | $0 | $526,889 | $0 | $70,180 | $0 | $22,519 | $0 | $131,656 | $0 | $22,120 | $0 | $773,364 | $0 | $0 |
| ERIC TOMLINSON DCS PHD | ||||||||||||||
| PRESIDENT WFIQ | $0 | $390,502 | $0 | $60,040 | $0 | $98,105 | $0 | $83,072 | $0 | $11,297 | $0 | $643,016 | $0 | $0 |
| LISA M WYATT | ||||||||||||||
| VP, CHIEF COMM & MKTG OFFI | $0 | $296,444 | $0 | $26,235 | $0 | $19,977 | $0 | $53,174 | $0 | $17,871 | $0 | $413,701 | $0 | $0 |
| CHERYL E H LOCKE | ||||||||||||||
| VP, CHIEF HR OFFICER | $0 | $360,384 | $0 | $29,898 | $0 | $4,410 | $0 | $68,830 | $0 | $16,142 | $0 | $479,664 | $0 | $0 |
| NORMAN B POTTER JR | ||||||||||||||
| VP, DEV | $0 | $297,266 | $0 | $28,690 | $0 | $5,508 | $0 | $50,474 | $0 | $22,716 | $0 | $404,654 | $0 | $0 |
| KAREN H HUEY | ||||||||||||||
| VP, FACILITIES | $0 | $268,782 | $0 | $32,093 | $0 | $910 | $0 | $42,269 | $0 | $22,844 | $0 | $366,898 | $0 | $0 |
| K BARBARA CARBONE MD | ||||||||||||||
| PRESIDENT & COO | $0 | $661,490 | $0 | $118,000 | $0 | $116,042 | $0 | $162,700 | $0 | $34,796 | $0 | $1,093,028 | $0 | $0 |
| BRADLEY A CLARK | ||||||||||||||
| ASSISTANT TREASURER | $0 | $219,624 | $0 | $9,830 | $0 | $391 | $0 | $6,041 | $0 | $22,410 | $0 | $258,296 | $0 | $0 |
| TERRY G WILLIAMS | ||||||||||||||
| EVP, STRATEGY & NW DEV | $0 | $476,556 | $0 | $83,125 | $0 | $12,862 | $0 | $113,493 | $0 | $51,546 | $0 | $737,582 | $0 | $0 |
| CHAD A ECKES | ||||||||||||||
| CFO, TREAS.,VP, CIO | $0 | $309,491 | $0 | $71,667 | $0 | $9,147 | $0 | $48,767 | $0 | $39,951 | $0 | $479,023 | $0 | $0 |
| KEVIN P HIGH MD | ||||||||||||||
| EVP, HEALTH SYSTEM AFFAIRS | $0 | $411,496 | $0 | $26,898 | $0 | $1,458 | $0 | $5,200 | $0 | $21,574 | $0 | $466,626 | $0 | $0 |
| DEETTE M EMON | ||||||||||||||
| VP, CIO | $0 | $145,347 | $0 | $0 | $0 | $191 | $0 | $1,625 | $0 | $4,499 | $0 | $151,662 | $0 | $0 |
| EDWARD G CHADWICK | ||||||||||||||
| FORMER OFFICER | $0 | $257,661 | $0 | $152,385 | $0 | $1,178,129 | $0 | $5,100 | $0 | $15,424 | $0 | $1,608,699 | $0 | $765,751 |
| THOMAS E SIBERT MD | ||||||||||||||
| FORMER OFFICER | $0 | $504,079 | $0 | $109,655 | $0 | $789,797 | $0 | $5,200 | $0 | $16,023 | $0 | $1,424,754 | $0 | $643,252 |
| SHEILA M SANDERS | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $155,697 | $0 | $0 | $0 | $0 | $0 | $6,842 | $0 | $162,539 | $0 | $0 |
| RUSSELL M HOWERTON MD | ||||||||||||||
| FORMER OFFICER | $0 | $494,639 | $0 | $40,170 | $0 | $20,710 | $0 | $120,475 | $0 | $23,111 | $0 | $699,105 | $0 | $0 |
| MAUREEN E SINTICH | ||||||||||||||
| FORMER OFFICER | $0 | $201,243 | $0 | $25,428 | $0 | $971 | $0 | $4,511 | $0 | $10,618 | $0 | $242,771 | $0 | $0 |
| JOANNE C RUHLAND | ||||||||||||||
| FORMER OFFICER | $0 | $248,300 | $0 | $0 | $0 | $20,700 | $0 | $38,510 | $0 | $19,782 | $0 | $327,292 | $0 | $0 |
| DOUGLAS NELSON | ||||||||||||||
| FORMER OFFICER | $0 | $175,064 | $0 | $6,264 | $0 | $676 | $0 | $4,702 | $0 | $20,409 | $0 | $207,115 | $0 | $0 |
| WILLIAM B APPLEGATE MD | ||||||||||||||
| FORMER OFFICER | $0 | $232,638 | $0 | $1,973 | $0 | $19,786 | $0 | $6,330 | $0 | $17,973 | $0 | $278,700 | $0 | $0 |
| DONNY LAMBETH | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $272,778 | $0 | $0 | $0 | $0 | $0 | $6,504 | $0 | $279,282 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | FROM JULY 1, 2014 THROUGH JANUARY 31, 2015, THE EXECUTIVE COMMITTEE OF THE WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") BOARD OF DIRECTORS WAS RESPONSIBLE FOR REVIEWING AND APPROVING ALL WFUBMC OFFICERS' COMPENSATION. BEGINNING FEBRUARY 1, 2015, THE GOVERNANCE AND COMPENSATION COMMITTEE OF THE WFUBMC BOARD OF DIRECTORS IS RESPONSIBLE FOR REVIEWING AND APPROVING ALL MEDICAL CENTER OFFICERS' COMPENSATION. 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 RECEIVED SEVERANCE PAYMENTS AND PAYMENTS FROM SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. THE FOLLOWING OFFICERS AND FORMER OFFICERS RECEIVED SEVERANCE AND SERP PAYMENTS IN CALENDAR YEAR 2014: NAME SEVERANCE SERP JOHN D. MCCONNELL, M.D. 530,400 SHEILA SANDERS 155,697 DONNY LAMBETH 272,778 EDWARD CHADWICK 185,424 970,299 THOMAS SIBERT, M.D. 764,135 IN JULY 2010, WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS"), NORTH CAROLINA BAPTIST HOSPITAL ("NCBH"), WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") AND WAKE FOREST UNIVERSITY ("WFU") APPROVED A MEDICAL CENTER INTEGRATION AGREEMENT THAT ALLOWS FOR THE LEVERAGING OF COMBINED RESOURCES TO FULFIL A SINGLE MISSION OF IMPROVING HEALTH, OPTIMIZING PERFORMANCE WHILE BALANCING PATIENT CARE, EDUCATION AND RESEARCH. THE MCIA WAS AMENDED AND RESTATED ON JULY 1, 2013 AND AGAIN ON JULY 1, 2015. ON FEBRUARY 1, 2015 CERTAIN SECTIONS OF THE MCIA WERE AMENDED. NCBH, WFUBMC, WFUHS AND THEIR SUBSIDIARIES HAVE COMBINED OPERATING REVENUES OF MORE THAN $2.1 BILLION FOR THE FISCAL YEAR ENDED JUNE 30, 2015. IN GENERAL, EXECUTIVES PERFORMING KEY MANAGEMENT FUNCTIONS WERE SOUGHT AND HIRED AFTER NATIONAL SEARCHES IN A HIGHLY COMPETITIVE ENVIRONMENT, AND ONLY INDIVIDUALS AT THE HIGHEST LEVELS OF ABILITY WERE SOUGHT, GIVEN THE TASK OF INITIATING AND IMPLEMENTING THE NEW MANAGEMENT STRUCTURE DESIGNED TO OPTIMIZE THE EFFECTIVENESS OF THE MEDICAL CENTER AND ITS TAX-EXEMPT MISSION. CERTAIN EXECUTIVES HOLD THE IDENTICAL OFFICES/TITLES IN WFUHS, NCBH AND WFUBMC ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION AT THE END OF EACH FISCAL YEAR. THE INCENTIVE STRUCTURE IS BASED UPON GOALS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE FILING ORGANIZATION'S BOARD AT THE BEGINNING OF THE YEAR, INCLUDING MEASURES OF CLINICAL QUALITY, PATIENT SATISFACTION, AND FINANCIAL OPERATING PERFORMANCE. THE DETERMINATION OF THE AMOUNT OF INCENTIVE COMPENSATION IS SUBJECT TO THE FILING ORGANIZATION'S COMPENSATION PROCEDURES AS OUTLINED IN PART VI, SECTION B, LINE 15 OF THE 990. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,280,367 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | 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 OCCURANCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL RUTHERFORD AND TERRY WILLIAMS, BOTH OFFICERS OF THE ORGANIZATION, WERE BOARD MEMBERS OF MEDCOST BENEFIT SERVICES. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ENTITY CONTRACTED WITH C. MICHAEL RUTHERFORD AS ITS CHIEF FINANCIAL OFFICER AND TREASURER. MR. RUTHERFORD IS AN EMPLOYEE OF WARBIRD CONSULTING PARTNERS, A HEALTHCARE EXECUTIVE MANAGEMENT SERVICES COMPANY. MR. RUTHERFORD RECEIVED $670,192 IN CALENDAR YEAR 2014 COMPENSATION FROM WARBIRD CONSULTING PARTNERS FOR HIS SERVICES AS THE MEDICAL CENTER'S CHIEF FINANCIAL OFFICER AND TREASURER. |
| FORM 990, PART VI, SECTION A, LINE 4 | MCIA AMENDMENTS ON NOVEMBER 5, 2014, THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION [WFUBMC] APPROVED SEVERAL CHANGES TO THE MEDICAL CENTER INTEGRATION AGREEMENT ("MCIA"). THE FILING ORGANIZATION WAS ONE OF FOUR PARTIES TO THE MCIA; THE APPROVAL BY THE BOARD OF TRUSTEES OF WAKE FOREST UNIVERSITY OF THESE MCIA CHANGES ON JANUARY 30, 2015 MADE THEM FINAL. EFFECTIVE FEBRUARY 1, 2015, CHANGES RELATE TO MEDICAL CENTER BOARD COMMITTEES AND THE ESTABLISHMENT OF A NEW COMMUNITY BENEFIT ADVISORY BOARD. MEDICAL CENTER BOARD COMMITTEES WILL NOW INCLUDE THE MEDICAL CENTER CEO AS AN EX OFFICIO MEMBER OF EACH COMMITTEE; THE EXECUTIVE COMMITTEE WILL BE COMPRISED OF THE MEDICAL CENTER CHAIR AND VICE-CHAIR, THE CHAIR AND VICE-CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE, AND THE CHAIR AND VICE-CHAIR OF THE NEW GOVERNANCE AND COMPENSATION COMMITTEE. FIVE EXISTING MEDICAL CENTER BOARD COMMITTEES (FINANCE AND BUSINESS AFFAIRS; HEALTH SYSTEMS OPERATIONS AND QUALITY; ACADEMIC AFFAIRS; FACILITIES AND INNOVATION QUARTER; AND FAITH AND COMMUNITY HEALTH) ARE ELIMINATED. THE MEDICAL CENTER AUDIT AND COMPLIANCE COMMITTEE WILL BE COMPRISED OF THREE (3) WFU APPOINTEES AND THREE (3) NCBH APPOINTEES, PLUS THE MEDICAL CENTER BOARD CHAIR, EX OFFICIO. THE CHAIR AND CHAIR DESIGNATE FOR THIS COMMITTEE WILL FOLLOW A SIMILAR TWO-YEAR ROTATION PLAN AS THAT FOR THE MEDICAL CENTER BOARD. THE GOVERNANCE AND COMPENSATION COMMITTEE WILL CONSIST OF THE BOARD CHAIR AND VICE-CHAIR, AND TWO (2) APPOINTEES EACH FROM THE WFU AND NCBH BOARD FROM THEIR MEDICAL CENTER BOARD ELECTEES. THE CHAIR/CHAIR DESIGNATE TWO-YEAR ROTATION PLAN ALSO APPLIES TO THIS COMMITTEE. GOING FORWARD, ONLY MEDICAL CENTER BOARD MEMBERS WILL POPULATE MEDICAL CENTER BOARD COMMITTEES, BUT THE WFUHS AND NCBH SEPARATE INVESTMENT COMMITTEES WILL CONTINUE. WFUBMC BYLAWS AMENDMENTS IN CONJUNCTION WITH THE AMENDMENT OF THE MCIA, WFUBMC AMENDED ITS BYLAWS ON MARCH 4, 2015. FIVE EXISTING MEDICAL CENTER BOARD COMMITTEES (FINANCE AND BUSINESS AFFAIRS; HEALTH SYSTEMS OPERATIONS AND QUALITY; ACADEMIC AFFAIRS; FACILITIES AND INNOVATION QUARTER; AND FAITH AND COMMUNITY HEALTH) WERE ELIMINATED. THE MEDICAL CENTER BOARD COMMITTEES NOW ARE THE EXECUTIVE COMMITTEE, WHICH WILL BE COMPRISED OF THE MEDICAL CENTER CHAIR AND VICE-CHAIR, THE CHAIR AND VICE-CHAIR OF THE AUDIT AND COMPLIANCE COMMITTEE, AND THE CHAIR AND VICE-CHAIR OF THE NEW GOVERNANCE AND COMPENSATION COMMITTEE; THE MEDICAL CENTER AUDIT AND COMPLIANCE COMMITTEE WHICH WILL BE COMPRISED OF THREE (3) WFU APPOINTEES AND THREE (3) NCBH APPOINTEES, PLUS THE MEDICAL CENTER BOARD CHAIR, EX OFFICIO (THE CHAIR AND CHAIR DESIGNATE FOR THIS COMMITTEE WILL FOLLOW A SIMILAR TWO-YEAR ROTATION PLAN AS THAT FOR THE MEDICAL CENTER BOARD); AND THE GOVERNANCE AND COMPENSATION COMMITTEE WHICH WILL CONSIST OF THE BOARD CHAIR AND VICE-CHAIR, AND TWO (2) APPOINTEES EACH FROM THE WFU AND NCBH BOARD FROM THEIR MEDICAL CENTER BOARD ELECTEES (THE CHAIR/CHAIR DESIGNATE TWO-YEAR ROTATION PLAN ALSO APPLIES TO THIS COMMITTEE). GOING FORWARD, ONLY MEDICAL CENTER BOARD MEMBERS WILL POPULATE MEDICAL CENTER BOARD COMMITTEES, BUT THE WFUHS AND NCBH SEPARATE INVESTMENT COMMITTEES WILL CONTINUE. EXECUTIVE SESSIONS OF THE BOARD, OR ANY COMMITTEE, WILL ONLY INCLUDE BOARD MEMBERS UNLESS NON-MEMBERS ARE EXPRESSLY ASKED TO PARTICIPATE. THE MEDICAL CENTER CEO WILL BE AN EX OFFICIO MEMBER OF EACH COMMITTEE. FURTHER, THE NEW COMMUNITY BENEFIT ADVISORY BOARD WAS ESTABLISHED. |
| 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, SUBJECT TO THE RESERVE POWERS OR APPROVAL OF THE MEMBERS ON SELECT ISSUES, INCLUDING DAY TO DAY MANGEMENT, 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. 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 AND IS REPORTED TO THE CHAIR OF THE AUDIT & COMPLIANCE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | FROM JULY 1, 2014 THROUGH JANUARY 31, 2015, THE EXECUTIVE COMMITTEE OF WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC") BOARD OF DIRECTORS 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. BEGINNING FEBRUARY 1, 2015, THAT ROLE IS FULFILLED BY THE GOVERNANCE AND COMPENSATION COMMITTEE. 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 14,943,166. |
Schedule R IRS990ScheduleR
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 FND | |||||||||||
| 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |