WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (EIN 51-0190238)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201201359349301070
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T08:32:23-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510190238 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL C | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WAKE | NameControl |
| Phone | 3367164445 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BLVD | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27157 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN D MCCONNELL MD | Name |
| Title | CEO | Title |
| Phone | 3367163480 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN D MCCONNELL MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BLVD | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27157 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12836 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WAKEHEALTH.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER (WFUBMC) WAS ESTABLISHED EXCLUSIVELY AS A SUPPORTING ORGANIZATION FOR THE BENEFIT OF WAKE FOREST UNIVERSITY HEALTH SCIENCES (WFUHS), NORTH CAROLINA BAPTIST HOSPITAL (NCBH), AND WAKE FOREST UNIVERSITY (AS RELATED TO MEDICAL EDUCATION AND MEDICAL RESEARCH)(WFU). WFUHS IS A NONPROFIT ENTITY WHOLLY-CONTROLLED BY WFU. WFUBMC COORDINATES AND SUPPORTS THE FUND-RAISING, PLANNING, AND BUDGETING ACTIVITIES OF TWO OF THESE SUPPORTED ORGANIZATIONS, WFUHS AND NCBH. IN ADDITION, WFUBMC COORDINATES MAJOR CONSTRUCTION PROJECTS AND LEASING ACTIVITIES FOR PROPERTIES JOINTLY OWNED BY WFUHS AND NCBH AND, PURSUANT TO A "MEDICAL CENTER INTEGRATION AGREEMENT" (MCIA) AMONG WFUHS, NCBH, WFU, AND WFUBMC, WFUBMC HAS BEEN DELEGATED THE AUTHORITY TO OPERATE WFUHS AND NCBH, INCLUDING ALL OF THEIR RESPECTIVE SUBSIDIARY ORGANIZATIONS, AS AN INTEGRATED ACADEMIC MEDICAL CENTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 10000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 195380 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12836 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 205380 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12836 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 25582 | OtherExpensePriorYear |
| Other Expenses Current Year | 12836 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25582 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12836 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 179798 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 0 | RevenuesLessExpensesCY |
| Total Assets BOY | 2018545 | TotalAssetsBOY |
| Total Assets EOY | 21556774 | TotalAssetsEOY |
| Total Liabilities BOY | 2018545 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21556774 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 0 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE FILING ORGANIZATION'S MISSION IS TO IMPROVE THE HEALTH OF OUR REGION, STATE AND NATION BY:-SERVING AS THE PREMIER HEALTH SYSTEM IN OUR REGION, WITH SPECIFIC CENTERS OF EXCELLENCE RECOGNIZED AS NATIONAL AND INTERNATIONAL CARE DESTINATIONS.-GENERATING AND TRANSLATING KNOWLEDGE TO PREVENT, DIAGNOSE AND TREAT DISEASE.-TRAINING TOMORROW'S LEADERS IN HEALTH CARE AND BIOMEDICAL SCIENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12836 | Expense |
| Revenue | 12836 | Revenue |
| Description | OVERVIEW WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER IS NORTHWEST NORTH CAROLINA'S SOLE ACADEMIC MEDICAL CENTER, BRINGING TO THE REGION THE RESOURCES OF ONE OF AMERICA'S TOP HOSPITALS AND INNOVATIVE RESEARCH CENTERS AND A PREMIER MEDICAL SCHOOL. WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER IS A CORPORATION WHOSE MEMBERS ARE WAKE FOREST UNIVERSITY AND NORTH CAROLINA BAPTIST HOSPITAL. THE MEDICAL CENTER OPERATES WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE AND HAS A FACULTY PHYSICIAN PRACTICE OF ABOUT 860 DOCTORS. THE MEDICAL CENTER HAS 1,004 ACUTE CARE AND REHABILITATION BEDS OPERATIVE ACROSS THE SYSTEM, WHICH ENCOMPASSES ITS MAIN CAMPUS (885 BEDS), BRENNER CHILDREN'S HOSPITAL (160 BEDS, INCLUDED IN MAIN CAMPUS TOTAL); WAKE FOREST BAPTIST HEALTH-LEXINGTON MEDICAL CENTER (94 BEDS); AND DAVIE COUNTY HOSPITAL (25 BEDS). THE MEDICAL CENTER PRIMARILY SERVES A 24-COUNTY REGION IN NORTHWESTERN NORTH CAROLINA AND SOUTHWESTERN VIRGINIA, BUT DRAWS PATIENTS FROM ACROSS THE STATE AND NATION FOR SELECT SERVICES.WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE IS THE DRIVING FORCE BEHIND THE ESTABLISHMENT AND GROWTH OF PIEDMONT TRIAD RESEARCH PARK, A MORE THAN 200-ACRE, MIXED-USE BIOTECHNOLOGY PARK IN DOWNTOWN WINSTON-SALEM. THE PARK IS HOME TO MANY OF THE MEDICAL CENTER'S ACADEMIC AND RESEARCH PROGRAMS, INCLUDING THE WORLD-RENOWNED WAKE FOREST INSTITUTE FOR REGENERATIVE MEDICINE. CLINICAL SERVICESWAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER IS NATIONALLY RECOGNIZED FOR CLINICAL EXCELLENCE AND INTERNATIONALLY KNOWN FOR PIONEERING RESEARCH AND CLINICAL INNOVATION. IT OFFERS EXPERTISE IN MORE THAN 100 AREAS OF MEDICINE, ENCOMPASSING COMPREHENSIVE PREVENTIVE AND HIGHLY SPECIALIZED CARE FOR ALL AGES, AND OPERATES BRENNER CHILDREN'S HOSPITAL, A 160-BED "HOSPITAL WITHIN A HOSPITAL" ON THE MAIN CAMPUS. THE MEDICAL CENTER INCLUDES 21 SUBSIDIARY OR AFFILIATE HOSPITALS, AND OPERATES MORE THAN 150 OUTREACH ACTIVITIES, INCLUDING SATELLITE SPECIALTY CLINICS, ACROSS NORTHWEST NORTH CAROLINA.THERE WERE 38,511 INPATIENT ADMISSIONS IN FY 2011, AND 913,474 OUTPATIENT ENCOUNTERS (EMERGENCY DEPARTMENT, DOWNTOWN HEALTH PLAZA, DAY HOSPITAL, AMBULATORY VISITS). THE TOTAL PATIENT ENCOUNTERS NUMBERED 951,985.OUTREACHTHE DOWNTOWN HEALTH PLAZA IS 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. EXPERTS FROM 12 MEDICAL CENTER DEPARTMENTS PROVIDE COORDINATED CARE THAT INCLUDES ADULT MEDICINE, PEDIATRICS, OBSTETRICS AND GYNECOLOGY, AS WELL AS ONSITE PHARMACY, LABORATORY AND RADIOLOGY SERVICES (INCLUDING MAMMOGRAPHY). THE DOWNTOWN HEALTH PLAZA PLAYS A SIGNIFICANT ROLE IN COMMUNITY HEALTH, PROVIDING COMMUNITY HEALTH FAIRS, DIABETES EDUCATION AND ANNUAL, FREE PROSTATE SCREENING. NEARLY 64,000 PATIENT VISITS WERE RECORDED AT THE PLAZA BETWEEN JULY 2010 AND JUNE 2011. COSTS ARE SUBSIDIZED BY THE MEDICAL CENTER. THE MEDICAL CENTER ALSO OPERATES NUMEROUS INNOVATIVE COMMUNITY OUTREACH PROGRAMS, MOST NOTABLY ITS BESTHEALTH CENTER AT THE REGION'S LARGEST SHOPPING MALL IN WINSTON-SALEM. BESTHEALTH REACHED MORE THAN 40,000 PEOPLE LAST YEAR THROUGH 439 HEALTH SCREENINGS AND EDUCATIONAL PROGRAMS.EDUCATIONAL MISSION AND ACCOMPLISHMENTS EACH OF THE TWO ORGANIZATIONS OPERATED BY THE FILING ORGANIZATION, WFUHS AND NCBH, OPERATE A BROAD RANGE OF EDUCATIONAL PROGRAMS, GRADUATING SKILLED PRACTITIONERS. 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, PARTICIPATE IN THESE EDUCATIONAL PROGRAMS. UNDER THE DIRECTION OF THE FILING ORGANIZATION, DURING THE TAX YEAR MORE THAN $50 MILLION WAS INVESTED BY WFUHS/NCBH IN THE EDUCATION OF TOMORROW'S HEALTH CARE AND BIOMEDICAL LEADERS. THAT INVESTMENT SUPPORTED THE TRAINING OF 482 MEDICAL STUDENTS, 664 PHYSICIAN RESIDENTS AND FELLOWS, 323 GRADUATE STUDENTS AND 117 PHYSICIAN ASSISTANTS. THE NORTHWEST AREA HEALTH EDUCATION CENTER, PART OF WAKE FOREST UNIVERSITY SCHOOL OF MEDICINE, DURING THE SAME YEAR PROVIDED 2,102 CONTINUING MEDICAL EDUCATION ACTIVITIES FOR 37,876 HEALTHCARE PRACTITIONERS THROUGHOUT THE REGION. | Description |
| Total Program Service Expense | 12836 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUG LISCHKE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3367164445 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BLVD | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27157 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| ROGER COTHRAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ERNEST L EVANS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ARTHUR A GIBEL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| RON D KESSINGER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN L ROBERTSON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM C WARDEN JR | |||||||
| CHAIR (AND DIRECTOR) | 6.00 | X | 0 | 0 | 0 | X | |
| SHEREE B WATSON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GRAHAM F BENNETT | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DONNA A BOSWELL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GRAHAM W DENTON JR | |||||||
| VICE CHAIR (AND DIRECTOR) | 6.00 | X | 0 | 0 | 0 | X | |
| DONALD E FLOW | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT E GREENE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| NATHAN O HATCH PHD | |||||||
| DIRECTOR | 8.00 | X | 0 | 0 | 0 | ||
| ANDREW J SCHINDLER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOHN D MCCONNELL MD | |||||||
| CEO | 5.00 | 0 | 1875612 | 624197 | X | ||
| J MCLAIN WALLACE JR | |||||||
| SECRETARY AND GENERAL COUNSEL | 5.00 | 0 | 378244 | 40349 | X | ||
| EDWARD G CHADWICK | |||||||
| EXECUTIVE VP, CFO & TREASURER | 5.00 | 0 | 730805 | 243782 | X | ||
| J REID MORGAN | |||||||
| ASSISTANT SECRETARY | 6.00 | 0 | 365229 | 49026 | X | ||
| THOMAS E SIBERT MD | |||||||
| PRESIDENT AND COO OF HEALTH SYSTEM | 5.00 | 0 | 740478 | 254655 | X | ||
| RUSSELL M HOWERTON MD | |||||||
| CHIEF MEDICAL OFFICER | 5.00 | 0 | 580706 | 51108 | X | ||
| DOUGLAS L EDGETON | |||||||
| EXECUTIVE VP MED CTR ADMIN | 5.00 | 0 | 613769 | 41279 | X | ||
| LISA M WYATT | |||||||
| VP CH COMMUNICATIONS/MKTG OFFICER | 5.00 | 0 | 334084 | 30629 | X | ||
| CHERYL E H LOCKE | |||||||
| VP CHIEF HUMAN RESOURCES OFFICER | 5.00 | 0 | 710536 | 34116 | X | ||
| SHELIA M SANDERS | |||||||
| VP CHIEF INFORMATION OFFICER | 5.00 | 0 | 381555 | 45230 | X | ||
| NORMAN B POTTER JR | |||||||
| VP DEVELOPMENT & ALUMNI AFFAIRS | 5.00 | 0 | 222258 | 37771 | X | ||
| KAREN H HUEY | |||||||
| VICE PRESIDENT FACILITIES | 5.00 | 0 | 229431 | 59613 | X | ||
| JOANNE C RUHLAND | |||||||
| VICE PRESIDENT GOVERNMENT AFFAIRS | 5.00 | 0 | 210942 | 35556 | X | ||
| MAUREEN E SINTICH | |||||||
| CHIEF NURSING OFFICER | 5.00 | 0 | 339629 | 55686 | X | ||
| DOUGLAS NELSON | |||||||
| FORMER TREASURER AND SECRETARY | 5.00 | 0 | 163860 | 34661 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 7877138 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1637658 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12836 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12836 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12836 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12836 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 12836 | Total |
| Program Services | 12836 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12836 | Total |
| Program Services | 12836 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 133681 | BOY |
| EOY | 206775 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1773315 | BOY |
| EOY | 1701454 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19536217 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 19536217 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111549 | BOY |
| EOY | 112328 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2018545 | BOY |
| EOY | 21556774 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9695 | BOY |
| EOY | 9407 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2008850 | BOY |
| EOY | 21547367 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2018545 | BOY |
| EOY | 21556774 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2018545 | BOY |
| EOY | 21556774 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 0 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| WAKE FOREST UNIV HEALTH SCIENCES | |||||
| 223849199 | SCHOOL | 1 | 1 | 1 | $0 |
| NORTH CAROLINA BAPTIST HOSPITAL | |||||
| 560552787 | HOSPITAL | 1 | 1 | 1 | $0 |
| WAKE FOREST UNIVERSITY | |||||
| 560532138 | SCHOOL | 1 | 1 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 542528 | BeginningOfYearBalance |
| Contributions | 5725 | Contributions |
| Investment Earnings Or Losses | 58087 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 288510 | GrantsOrScholarships |
| Other Expenditures | 4575 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 313255 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 505886 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Investment Earnings Or Losses | 36622 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 4980 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 542528 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 667600 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Investment Earnings Or Losses | -161714 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 5000 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 505886 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 19536217 | OtherCostOrOtherBasis |
| Book Value | 19536217 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19536217 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST HELD ON BEHALF OF OTHERS | Description |
| Amount | $21,547,367 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 21547367 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN D MCCONNELL MD | |||||||||||||
| 0 | 878909 | 0 | 500000 | 0 | 496703 | 0 | 606145 | 0 | 18052 | 0 | 2499809 | 0 | 0 |
| J MCLAIN WALLACE JR | |||||||||||||
| 0 | 252151 | 0 | 107878 | 0 | 18215 | 0 | 24458 | 0 | 15891 | 0 | 418593 | 0 | 0 |
| EDWARD G CHADWICK | |||||||||||||
| 0 | 503663 | 0 | 200000 | 0 | 27142 | 0 | 219578 | 0 | 24204 | 0 | 974587 | 0 | 0 |
| J REID MORGAN | |||||||||||||
| 0 | 303894 | 0 | 50000 | 0 | 11335 | 0 | 24500 | 0 | 24526 | 0 | 414255 | 0 | 0 |
| THOMAS E SIBERT MD | |||||||||||||
| 0 | 545517 | 0 | 166027 | 0 | 28934 | 0 | 231282 | 0 | 23373 | 0 | 995133 | 0 | 0 |
| RUSSELL M HOWERTON MD | |||||||||||||
| 0 | 136091 | 0 | 427701 | 0 | 16914 | 0 | 26009 | 0 | 25099 | 0 | 631814 | 0 | 0 |
| DOUGLAS L EDGETON | |||||||||||||
| 0 | 484360 | 0 | 111700 | 0 | 17709 | 0 | 18602 | 0 | 22677 | 0 | 655048 | 0 | 0 |
| LISA M WYATT | |||||||||||||
| 0 | 265711 | 0 | 38300 | 0 | 30073 | 0 | 21246 | 0 | 9383 | 0 | 364713 | 0 | 0 |
| CHERYL E H LOCKE | |||||||||||||
| 0 | 340146 | 0 | 83700 | 0 | 286690 | 0 | 18848 | 0 | 15268 | 0 | 744652 | 0 | 0 |
| SHELIA M SANDERS | |||||||||||||
| 0 | 313768 | 0 | 55100 | 0 | 12687 | 0 | 27014 | 0 | 18216 | 0 | 426785 | 0 | 0 |
| NORMAN B POTTER JR | |||||||||||||
| 0 | 192124 | 0 | 27500 | 0 | 2634 | 0 | 16752 | 0 | 21019 | 0 | 260029 | 0 | 0 |
| KAREN H HUEY | |||||||||||||
| 0 | 185780 | 0 | 40206 | 0 | 3445 | 0 | 43498 | 0 | 16115 | 0 | 289044 | 0 | 0 |
| JOANNE C RUHLAND | |||||||||||||
| 0 | 152682 | 0 | 40500 | 0 | 17760 | 0 | 17507 | 0 | 18049 | 0 | 246498 | 0 | 0 |
| MAUREEN E SINTICH | |||||||||||||
| 0 | 262421 | 0 | 68757 | 0 | 8451 | 0 | 40203 | 0 | 15483 | 0 | 395315 | 0 | 0 |
| DOUGLAS NELSON | |||||||||||||
| 0 | 163249 | 0 | 0 | 0 | 611 | 0 | 14266 | 0 | 20395 | 0 | 198521 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | PARTICIPATE IN OR RECEIVE 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 990. | |
| PART III | DURING THE TAX PERIOD, THE FILING ORGANIZATION, NORTH CAROLINA BAPTIST HOSPITAL ("NCBH") AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS") (AND WAKE FOREST UNIVERSITY ("WFU")) WERE OPERATING UNDER AN AGREEMENT THAT PROVIDED FOR THE OPERATION OF WFUHS AND NCBH BY THE FILING ORGANIZATION. NCBH, WFUHS, AND THE FILING ORGANIZATION ARE ENTITIES WHICH TOGETHER HAVE COMBINED OPERATING REVENUES FOR THE TAX PERIOD OF $1.9 BILLION. 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 BOTH ORGANIZATIONS (NCBH AND WFUHS) IN THEIR TAX-EXEMPT MISSIONS, AS PARTICIPANTS IN A FULLY-INTEGRATED ACADEMIC MEDICAL CENTER. CERTAIN EXECUTIVES OF THE FILING ORGANIZATION (WHO EACH HOLD THE IDENTICAL OFFICES/TITLES IN WFUHS, NCBH, AND THE FILING ORGANIZATION) 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. SEE SCHEDULE O INFORMATION FOR FORM 990, PART VI, SECTION B, LINE 15 RELATING TO THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR, AND OTHER EXECUTIVES. THE FOLLOWING INDIVIDUALS WERE COMPENSATED DIRECTLY BY WAKE FOREST UNIVERSITY HEALTH SCIENCES, A RELATED (SUPPORTED) ORGANIZATION, FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION, WFUHS, AND NCBH: JOHN D. MCCONNELL, M.D., THOMAS E. SIBERT, M.D., EDWARD G. CHADWICK, RUSSELL M. HOWERTON, M.D., DOUGLAS L. EDGETON, LISA M. WYATT, CHERYL E.H. LOCKE, SHELIA M. SANDERS, NORMAN B. POTTER, JR., KAREN H. HUEY, JOANNE C. RUHLAND, AND DOUGLAS NELSON. THE FOLLOWING INDIVIDUALS WERE COMPENSATED DIRECTLY BY NORTH CAROLINA BAPTIST HOSPITAL, A RELATED (SUPPORTED)ORGANIZATION, FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION AND NCBH: J. MCLAIN WALLACE, JR. AND MAUREEN E. SINTICH. THE FOLLOWING INDIVIDUALS WERE COMPENSATED BY WAKE FOREST UNIVERSITY, A RELATED (SUPPORTED)ORGANIZATION, FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION, WFUHS, AND WFU: NATHAN O. HATCH, PH.D. AND J. REID MORGAN. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE FOREST UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FAMILY MEMBER OF J MCCLAIN WALLACE, JR., SECRETARY AND GENERAL COUNSEL | Relationship |
| Amount Of Transaction | 31985 | AmountOfTransaction |
| Description Of Transaction | COMPENSATION AS EMPLOYEE OF WAKE FOREST UNIVERSITY | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | EFFECTIVE JULY 1, 2010, THE GOVERNING BOARDS OF FOUR NORTH CAROLINA NONPROFIT CORPORATIONS (WAKE FOREST UNIVERSITY, NORTH CAROLINA BAPTIST HOSPITAL, WAKE FOREST UNIVERSITY HEALTH SCIENCES, AND WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER) ENTERED INTO AN AGREEMENT (THE "MEDICAL CENTER INTEGRATION AGREEMENT" OR "MCIA") UNDER WHICH THE OPERATION OF EACH OF NORTH CAROLINA BAPTIST HOSPITAL ("NCBH") AND WAKE FOREST UNIVERSITY HEALTH SCIENCES ("WFUHS") WAS DELEGATED TO WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER ("WFUBMC"). WFUHS IS A WHOLLY-CONTROLLED SUBSIDIARY ENTITY OF WAKE FOREST UNIVERSITY ("WFU"). WFUBMC IS NOW A MEMBERSHIP NONPROFIT CORPORATION WHOSE TWO EQUAL MEMBERS ARE NCBH (WHICH ENTITY IS UNRELATED TO WFU) AND WFU. THIS CONSOLIDATION OF MANAGEMENT IN THE FILING ORGANIZATION OF THE VARIOUS ACADEMIC MEDICAL CENTER OPERATIONS, SUBJECT TO SUBSTANTIAL RESERVED POWERS IN EACH OF THE CONSTITUENT MEMBERS' (OR IN WFUHS') BOARDS, MANDATED CHANGES IN THE GOVERNANCE DOCUMENTS OF EACH ORGANIZATION. BELOW IS A SUMMARY OF THE SIGNIFICANT CHANGES TO THE GOVERNANCE DOCUMENTS OF THE FILING ORGANIZATION ADOPTED SINCE THE FILING OF THE PRIOR YEAR'S FORM 990: ARTICLES OF INCORPORATION - NOW REFLECT, IN PARAGRAPH 3, THAT WFUBMC IS A MEMBERSHIP CORPORATION, WITH NCBH AND WFU AS ITS TWO MEMBERS. BYLAWS - WFUBMC'S EXPANDED PURPOSE, TO OPERATE NCBH AND WFUHS (AND THEIR SUBSIDIARIES AND AFFILIATES) AS A FULLY INTEGRATED ACADEMIC MEDICAL CENTER, IS NOTED IN ARTICLE I. - ARTICLE III REFLECTS THE TWO "MEMBERS" (AKIN TO SHAREHOLDERS IN A FOR-PROFIT CORPORATION) OF WFUBMC -- NCBH AND WFU -- AND THAT THEY ARE EQUAL MEMBERS IN ALL RESPECTS. - THE SIZE OF THE WFUBMC BOARD IS SET AT 14 VOTING, AND 2 NON-VOTING (FACULTY) MEMBERS; HALF OF THE 14 ARE ELECTED BY NCBH AND HALF BY WFU FROM AMONG THE WFUHS BOARD MEMBERS; THE 2 NON-VOTING MEMBERS ARE ELECTED BY THE WFUBMC BOARD. THE ELECTION PROCESS IS TO BE COORDINATED TO ENSURE "THE BEST POSSIBLE MIX OF SKILLS AND EXPERIENCE." (ARTICLE IV) - THE WFUBMC BOARD'S DUTY TO GOVERN ALL MEDICAL CENTER OPERATIONS IN ACCORDANCE WITH THE MCIA, SUBJECT TO RESERVED POWERS IN NCBH AND WFU, IS RECITED. (ARTICLE IV, SECTION 5). - THE PROCESS FOR BOARD APPROVAL OF CERTAIN NAMED WFUBMC OFFICERS IS ADDED IN ARTICLE VI, SECTION 2. - SECTION 10 OF ARTICLE VI SETS OUT THE DUTIES OF THE WFUBMC CEO AND THE PROCEDURES FOR ANNUAL EVALUATION OF THE CEO AND THAT THE CEO MAY BE REMOVED PURSUANT TO THE PROVISIONS OF THE MCIA AND THE CEO'S EMPLOYMENT AGREEMENT. - THE CHANGES TO THE WFUBMC BOARD'S COMMITTEE STRUCTURE AND COMPOSITION, INCLUDING THAT COMMITTEES MAY INCLUDE MEMBERS FROM THE NCBH AND WFUHS BOARDS WHO ARE NOT WFUBMC VOTING BOARD MEMBERS, ARE SET OUT IN ARTICLE VII. - ARTICLE VIII, SECTION 8 PROVIDES THAT, AS TO AMENDMENTS TO THE WFUBMC ARTICLES AND BYLAWS THAT MUST BE APPROVED BY THE WFUHS, NCBH AND WFU BOARDS, ANYTHING REQUIRING THE APPROVAL OF THE NCBH OR WFU BOARDS REQUIRES AFFIRMATIVE VOTE OF A MAJORITY OF MEMBERS OF THE WFUBMC BOARD ELECTED BY SUCH ENTITY (NCBH OR WFU) IN ORDER TO RECOMMEND THE ACTION TO THE APPROVING BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FILING ORGANIZATION'S BOARD OF DIRECTORS RECEIVES COPIES OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW, COMMENT, AND QUESTIONS PRIOR TO ITS FILING. THE AUDIT AND COMPLIANCE COMMITTEES OF THE GOVERNING BOARDS 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 DIRECTORS PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS. | |
| WHILE THE FILING ORGANIZATION DOES NOT HAVE ITS OWN CONFLICTS OF INTEREST POLICY, BOTH OF THE ORGANIZATIONS IT OPERATES, WFUHS AND NCBH, DO. ALL OFFICERS, KEY EMPLOYEES, AND FORMER SUCH PERSONS ARE SUBJECT TO AND COMPLY WITH ONE OR THE OTHER SUCH POLICY. ALL DIRECTORS OF THE FILING ORGANIZATION ARE DRAWN FROM THE BOARDS OR ARE EXECUTIVES OF WFUHS, NCBH OR WFU AND LIKEWISE COMPLY WITH SUCH ORGANIZATIONS' CONFLICTS OF INTEREST POLICIES. ON AN ANNUAL BASIS, (AND AS THEY ARISE), ALL DIRECTORS AND OFFICERS (BUT NO EMPLOYEES, AS THE FILING ORGANIZATION HAS NO EMPLOYEES)OF THE ORGANIZATION ARE ASKED TO REVIEW THE APPLICABLE CONFLICT OF INTEREST POLICY, AND TO DESCRIBE ANY POTENTIAL CONFLICTS OF INTEREST THEY MAY HAVE GIVEN THEIR ROLE WITH THE FILING ORGANIZATION. UPON COMPLETION OF THE CONFLICT OF INTEREST SURVEY, THE APPLICABLE INTERNAL AUDIT AND COMPLIANCE OFFICES REVIEW THE COMPLETED QUESTIONNAIRES ON BEHALF OF THE FILING ORGANIZATION. ANY CONFLICTS IDENTIFIED ARE COMMUNICATED TO THE FILING ORGANIZATION'S CEO AND PRESENTED TO THE APPLICABLE AUDIT AND COMPLIANCE COMMITTEES. THE AUDIT AND COMPLIANCE COMMITTEE CHAIRS PRESENT AN ANNUAL REPORT OF CONFLICTS TO THE FULL BOARDS OF THE APPLICABLE ORGS. ALL CONFLICTS OF INTEREST ARE RESOLVED BY MANAGEMENT PLANS DEVELOPED BY SUCH BOARDS' AUDIT AND COMPLIANCE COMMITTEES AND THE APPLICABLE INTERNAL AUDIT AND COMPLIANCE OFFICES. | FORM 990, PART VI, SECTION B, LINE 12 | |
| THE FILING ORGANIZATION'S EXECUTIVE COMMITTEE OF ITS BOARD OF DIRECTORS FUNCTIONS AS THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND PURSUANT TO A DELEGATION BY SUCH OTHER ENTITIES, REVIEWS AND APPROVES THE APPOINTMENT AND COMPENSATION OF THE SENIOR EXECUTIVES OF WFUHS, NCBH, AND THE FILING ORGANIZATION. NO MEMBER OF THE FILING ORGANIZATION'S EXECUTIVE COMMITTEE IS AN EMPLOYEE OF THE MEDICAL CENTER. THE EXECUTIVE 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 EXECUTIVE 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 (AND WFUHS AND NCBH) POLICIES, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO: BOARD-ESTABLISHED EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING EXECUTIVE 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 EXECUTIVE 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 EXECUTIVE 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 B, LINE 15 | |
| PHOTOCOPIES OF THE FILING ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THE FOLLOWING PERSONS WERE COMPENSATED DIRECTLY BY WAKE FOREST UNIVERSITY HEALTH SCIENCES, A RELATED ORGANIZATION, WAKE FOREST UNIVERSITY, A RELATED (SUPPORTED) ORGANIZATION OF THE FILING ORGANIZATION, OR NORTH CAROLINA BAPTIST HOSPITAL, A RELATED (SUPPORTED) ORGANIZATION, FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION. EACH PERSON'S POSITION IN EACH ORGANIZATION, AND THE AVERAGE HOURS PER WEEK THAT THEY DEVOTE TO EACH ENTITY, ARE SHOWN BELOW. NATHAN O. HATCH, PH.D. DIRECTOR, FILING ORGANIZATION _8_ HOURS PER WEEK OFFICER, DIRECTOR, WFUHS _3_ HOURS PER WEEK PRESIDENT, WAKE FOREST UNIVERSITY _25_ HOURS PER WEEK PRESIDENT, WFU FOUNDATION _.2 _ HOURS PER WEEK PRESIDENT, WFU DEVELOPMENT FOUNDATION _.3 _ HOURS PER WEEK OFFICER, REYNOLDA HOUSE, INC. _.5 _ HOURS PER WEEK DIRECTOR/BOARD CHAIR, PIEDMONT TRIAD RESEARCH PARK _2_ HOURS PER WEEK DIRECTOR, PTRP DEVELOPMENT CORPORATION _1_ HOUR PER WEEK J. REID MORGAN ASSISTANT SECRETARY, FILING ORGANIZATION _6_ HOURS PER WEEK SECRETARY AND GENERAL COUNSEL, WFUHS _5_ HOURS PER WEEK SECRETARY AND GENERAL COUNSEL, WAKE FOREST UNIV _20_ HOURS PER WEEK SECRETARY, WFU FOUNDATION _.2 _ HOURS PER WEEK SECRETARY, WFU DEVELOPMENT FOUNDATION _.3 _ HOURS PER WEEK DIRECTOR, SECRETARY, PIEDMONT TRIAD RESEARCH PARK _7_ HOURS PER WEEK DIRECTOR, SECRETARY, PTRP DEVELOPMENT CORPORATION _.6 _ HOURS PER WEEK SECRETARY, IDEALLIANCE _.2_ HOURS PER WEEK SECRETARY, IDEALLIANCE FOUNDATION _.2 _ HOURS PER WEEK SECRETARY, DIALYSIS CENTERS (GROUP RETURN) _.5_ HOURS PER WEEK DOUGLAS L. EDGETON EXECUTIVE VICE PRESIDENT, FILING ORGANIZATION _5_ HOURS PER WEEK EXECUTIVE VICE PRESIDENT, WFUHS _15_ HOURS PER WEEK EXECUTIVE VICE PRESIDENT, NCBH _1_ HOUR PER WEEK DIRECTOR, PRESIDENT, PIEDMONT TRIAD RESEARCH PARK _10_ HOURS PER WEEK DIRECTOR, PRESIDENT, PTRP DEVELOPMENT CORP _5_ HOURS PER WEEK DIRECTOR, PRESIDENT, IDEALLIANCE _.2 _ HOURS PER WEEK DIRECTOR, PRESIDENT, IDEALLIANCE FOUNDATION _.2_ HOURS PER WEEK TRUSTEE, SECRETARY, TREASURER, THE MEDICAL FDTN _.1_ HOURS PER WEEK VICE PRESIDENT/TREASURER, DIALYSIS ACCESS GROUP OF WAKE FOREST UNIVERSITY, LLC _1_ HOUR PER WEEK DIRECTOR, VP/TREAS, DIALYSIS CTRS (GP RETURN) _3.5_ HOURS PER WEEK JOHN D. MCCONNELL, M.D. CEO, FILING ORGANIZATION _5_ HOURS PER WEEK DIRECTOR, CEO, WFUHS _11_ HOURS PER WEEK DIRECTOR/CEO, NC BAPTIST HOSPITAL _20.6_ HOURS PER WEEK DIRECTOR, PIEDMONT TRIAD RESEARCH PARK _1_ HOUR PER WEEK DIRECTOR, PTRP DEVELOPMENT CORPORATION _1_ HOUR PER WEEK DIRECTOR, IDEALLIANCE _.2_ HOURS PER WEEK DIRECTOR, IDEALLIANCE FOUNDATION _.2_ HOURS PER WEEK DIRECTOR/CHAIR, PRES, DIALYSIS CTRS (GP RETURN) _.5_ HOURS PER WEEK PRESIDENT, DIALYSIS ACCESS GP OF WAKE FOREST UNIV, LLC _.5 _ HOURS PER WEEK EDWARD G. CHADWICK TREASURER, FILING ORGANIZATION _5_ HOURS PER WEEK TREASURER, CFO, WFUHS _14_ HOURS PER WEEK TREASURER, NC BAPTIST HOSPITAL _21_ HOURS PER WEEK RUSSELL M. HOWERTON, M.D. CHIEF MEDICAL OFFICER, WFU BAPTIST HEALTH SYSTEM, FILING ORGANIZATION _5_ HOURS PER WEEK CHIEF MEDICAL OFFICER, WFU BAPTIST HEALTH SYSTEM, WFUHS _15_ HOURS PER WEEK CHIEF MEDICAL OFFICER, WFU BAPTIST HEALTH SYSTEM, NORTH CAROLINA BAPTIST HOSPITAL _20_ HOURS PER WEEK MEMBER, DAVIE COUNTY EMERGENCY HEALTH CORPORATION _1_ HOUR PER WEEK KAREN H. HUEY VP, FACILITIES, FILING ORGANIZATION _5_ HOURS PER WEEK VP, FACILITIES, WFUHS _9_ HOURS PER WEEK VP, FACILITIES, NC BAPTIST HOSPITAL _26_ HOURS PER WEEK CHERYL E. H. LOCKE VP, CHIEF HUMAN RESOURCES OFFICER, FILING ORGANIZATION _5_ HOURS PER WEEK VP CHIEF HUMAN RESOURCES OFFICER, WFUHS _9_ HOURS PER WEEK VP, CHIEF HUMAN RESOURCES OFFICER, NC BAPTIST HOSP _26_ HOURS PER WEEK NORMAN B. POTTER, JR. VP, DEVELOPMENT AND ALUMNI AFFAIRS, FILING ORGANIZATION _5_ HOURS PER WEEK VP, DEVELOPMENT AND ALUMNI AFFAIRS, WFUHS _9_ HOURS PER WEEK VP, DEVELOPMENT AND ALUMNI AFFAIRS, NC BAPTIST HOSP _26_ HOURS PER WEEK JOANNE C. RUHLAND VP, GOVERNMENT AFFAIRS, FILING ORGANIZATION _5_ HOURS PER WEEK VP, GOVERNMENT AFFAIRS, WFUHS _9_ HOURS PER WEEK VP, GOVERNMENT AFFAIRS, NC BAPTIST HOSPITAL _26_ HOURS PER WEEK SHEILA M. SANDERS VP, CHIEF INFORMATION OFFICER, FILING ORGANIZATION _5_ HOURS PER WEEK VP, CHIEF INFORMATION OFFICER, WFUHS _9_ HOURS PER WEEK VP, CHIEF INFORMATION OFFICER, NC BAPTIST HOSPITAL _26_ HOURS PER WEEK THOMAS E. SIBERT, M.D. PRESIDENT AND COO, WFU BAPTIST HEALTH SYSTEM, FILING ORGANIZATION _5_ HOURS PER WEEK PRESIDENT AND COO, WFU BAPTIST HEALTH SYSTEM, WFUHS _8_ HOURS PER WEEK PRESIDENT AND COO, WFU BAPTIST HEALTH SYSTEM, NCBH _26_ HOURS PER WEEK TRUSTEE, WFUBMC COMMUNITY PHYSICIANS _1_ HOUR PER WEEK LISA M. WYATT VP, CHIEF COMMUNICATIONS & MARKETING OFFICER, FILING ORGANIZATION _5_ HOURS PER WEEK VP, CHIEF COMMUNICATIONS & MARKETING OFFICER, WFUHS _9_ HOURS PER WEEK VP, CHIEF COMMUNICATIONS & MARKETING OFFICER, NCBH _26_ HOURS PER WEEK J. MCLAIN WALLACE VP GENERAL COUNSEL/SECRETARY, FILING ORGANIZATION _5_ HOURS PER WEEK VP GENERAL COUNSEL/SECRETARY, NCBH _35_ HOURS PER WEEK ROGER COTHRAN TRUSTEE, FILING ORGANIZATION _2_ HOURS PER WEEK TRUSTEE, NCBH _6_ HOURS PER WEEK ERNEST L. EVANS TRUSTEE, FILING ORGANIZATION _2_ HOURS PER WEEK TRUSTEE, NCBH _2_ HOURS PER WEEK ARTHUR A. GIBEL TRUSTEE, FILING ORGANIZATION _2_ HOURS PER WEEK TRUSTEE, NCBH _13_ HOURS PER WEEK RON D. KESSINGER TRUSTEE, FILING ORGANIZATION _2_ HOURS PER WEEK TRUSTEE, NCBH _8_ HOURS PER WEEK STEPHEN L. ROBERTSON TRUSTEE, FILING ORGANIZATION _2_ HOURS PER WEEK TRUSTEE, NCBH _2_ HOURS PER WEEK WILLIAM C. WARDEN, JR. TRUSTEE, FILING ORGANIZATION _6_ HOURS PER WEEK TRUSTEE, NCBH _2_ HOURS PER WEEK SHEREE B. WATSON TRUSTEE, FILING ORGANIZATION _2_ HOURS PER WEEK TRUSTEE, NCBH _2_ HOURS PER WEEK GRAHAM F. BENNETT DIRECTOR, FILING ORGANIZATION _2_ HOURS PER WEEK DIRECTOR, WFUHS _2_ HOURS PER WEEK DONNA A. BOSWELL DIRECTOR, FILING ORGANIZATION _2_ HOURS PER WEEK DIRECTOR, WFUHS _4_ HOURS PER WEEK TRUSTEE, WAKE FOREST UNIVERSITY _3_ HOURS PER WEEK GRAHAM W. DENTON, JR. DIRECTOR, FILING ORGANIZATION _6_ HOURS PER WEEK DIRECTOR, WFUHS _4_ HOURS PER WEEK DONALD E. FLOW DIRECTOR, FILING ORGANIZATION _2_ HOURS PER WEEK DIRECTOR/BOARD CHAIR, WFUHS _6_ HOURS PER WEEK TRUSTEE, WAKE FOREST UNIVERSITY _3_ HOURS PER WEEK ROBERT E. GREENE TRUSTEE, FILING ORGANIZATION _2_ HOURS PER WEEK DIRECTOR, WFUHS _4_ HOURS PER WEEK DIRECTOR, PIEDMONT TRIAD RESEARCH PARK _1_ HOUR PER WEEK ANDREW J. SCHINDLER DIRECTOR, FILING ORGANIZATION _2_ HOURS PER WEEK DIRECTOR, WFUHS _4_ HOURS PER WEEK TRUSTEE, WAKE FOREST UNIVERSITY _3_ HOURS PER WEEK MAUTEEN E. SINTICH CHIEF NURSING OFFICER, FILING ORGANIZATION _5_ HOURS PER WEEK VP OPERATIONS/CNO, NCBH _34.8_ HOURS PER WEEK TRUSTEE, CARENET, INC. _.1_ HOURS PER WEEK TRUSTEE, HAWTHORNE INN & CONFERENCE CTR _.1_ HOURS PER WEEK DOUGLAS NELSON FORMER TREASURER/SECRETARY, FILING ORGANIZATION _5_ HOURS PER WEEK TREASURER, DAVIE COUNTY EMERGENCY HEALTH CORPORATION _1_ HOUR PER WEEK | FORM 990, PART VII, SECTION A: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTH CAROLINA BAPTIST HOSPITAL | |||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 560552787 | HEALTHCARE | NC | 501(C)3 | HOSPITAL | N/A | 0 | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 223849199 | HEALTHCARE EDUCATION AND RESEARCH | NC | 501(C)3 | SCHOOL | 0 | WAKE FOREST UNIVERSITY | |
| WAKE FOREST UNIVERSITY | |||||||||||
| PO BOX 7201 | WINSTONSALEM | NC | 27109 | 560532138 | UNIVERSITY | NC | 501(C)3 | SCHOOL | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |